2012 - Wayne County Foundation

Transcription

Communit
y Invest
ment
s
Diversified
WAYNE
COUNTY
FOUNDATION
2012 Annual Report
Honoring Family
Clyde & Carol
“
Regular contributions to a
pension fund and simple
living have enabled Clyde
and Carol Black to fund their
charitable interests including
three scholarships.
”
When Clyde Black was a younger man, he was given good advice: don’t count
on Social Security and your pension for your retirement, especially with looming
college costs for four children. So Clyde and Carol began contributing to 403b and
IRA accounts regularly. That advice has paid off, but perhaps not in the way Clyde
originally thought. One by one, each of their children assumed most of the costs of
their education beyond high school.
“Both of us grew up in families in which giving beyond tithing (10%) was taught
and practiced,” said Clyde. “So, in our retirement we began to contribute above and
beyond our giving to local churches and charities, specifically to the Wayne County
Foundation, creating a series of scholarships in honor of our children.”
Jonathan, their oldest son, now deceased, joined the Navy and later became an
Emergency Medical Technician, then a paramedic and instructor for other EMT’s.
2 | Wayne County, Indiana, Foundation, Inc. Annual Report 2012
The scholarship established in his honor focuses on the allied health fields. Established with just $1,000 in
1998, the scholarship has grown to over $33,000 with additional contributions and investment earnings.
Son Jeffrey was in the top ten of his class and excelled at math. He graduated magna cum laude from
the Air Force Academy and went on to earn his master’s and doctor’s degrees in electrical engineering.
The scholarship, established in his honor in 1999, is directed to those graduates pursuing a degree in
engineering. This scholarship fund now has assets over $32,000.
Their other son James’ first interest was the ministry and he continues to be active in his local church. In
2000, Clyde and Carol honored him with a scholarship aimed at helping those who are entering a human
service field. It, too, has grown to over $32,000.
Since being established, the scholarships have generated $75,940 in scholarship support and have helped
31 students continue their education.
waynecountyfoundation.org | 3
Sharing Success
Two local corporations partnered with the
Foundation in 2012 to create donor advised
funds to enhance their community giving efforts.
At Ahaus Tool and Engineering, giving back
to the community is part of doing business.
Ahaus Tool and Engineering has been an integral part of the community for nearly 65 years. For
fourth-generation owner Kevin Ahaus, being part of the community means giving back.
“Our goal is to make this a better place to live and work. Our employees live and earn a living here and
giving through the Foundation helps us spread our charitable dollars throughout the community in an
efficient way.”
Actively Involved
Recently, the leadership at Ahaus considered establishing their own foundation but quickly discovered
that incorporating as a private foundation would be costly and unnecessary.
“We chose to give through the
Wayne County Foundation because
they have been around, helping
this community for over 30 years,”
Kevin said. “They have a proven
track record with investing and
distributing funds and their staff
has the knowledge to properly
receipt gifts and file all the
necessary paperwork to assure we
get appropriate tax deductions for
those gifts. When we considered
all the facts, it just made sense to
use this resource that was already
in place rather than creating a
private foundation for which we
would have to provide oversight,”
he added. “Having a donor directed
fund really appealed to us. We can
contribute to our donor advised
fund when money is available and
distribute those gifts to our chosen
charities when it’s time. That was an
important component of choosing
the Wayne County Foundation.”
Pictured are Rick Ahaus, Kevin Ahaus and
Jeff Sheridan who were instrumental in
establishing the Ahaus Donor Advised Fund.
Pictured are members of
Doxpop LLC from left to right.
Jim Sizelove, Nick Fankhauser,
Sharon Ontko, Eric Dimick
Eastman, and Ray Ontko.
Not pictured: Ryan
VanMiddlesworth.
When Ray Ontko and his partners at Doxpop
think about charity, they think about community.
“Doxpop is part of the Richmond Wayne
County community. Our staff members are
actively involved in various organizations and
we looked for a way to support their efforts
and those of the local nonprofits,” Ray said.
“As members of the corporation, we wanted to
have an ongoing commitment to support the
community in which we have our business. We
felt the Wayne County Foundation was the best
way to do that.”
Corporately, Doxpop has committed to
giving 5% of their profit each year to
their corporate donor advised fund at the
Foundation. Distributions from the fund can
be issued in three different ways: as a match to
contributions made by Doxpop employees, in
support of their employees’ volunteer work, or
on a decision of the partners.
Under this new corporate giving plan, up to
$1,000 per employee will be matched to a
qualified charity on a one-to-one basis. Service
recognition gifts - $1,000 for membership
on a local non-profit board and $2,000 in
recognition of service as an officer on a nonprofit board – are also available. Employees
can request these gifts each year.
“We feel this is a good way to recognize local
participation in much-needed services,” Ray
added. “We also like the fact that we receive a
tax benefit at the time we make contributions
into the fund. Then, we can make decisions
later about our charitable contributions.”
Building Capacit
y
The 2012 Challenge Match Initiative marked the first major change in
the Foundation’s grantmaking function since the introduction of the
Impact Grant in 2001. The program generated just over $390,000 in gifts
from the community to 26 participating organizations. This amount was
matched with $150,000 from the Foundation, based on the community’s
response to each organization and with respect to certain criteria. The
result: a new tool to help organizations relate to their donors and a total
community investment of just under $540,300.
Quaker Hill
Nestled on a quiet hill in north Richmond, Quaker Hill Conference Center
provides a tranquil atmosphere for conferences and overnight stays. The
off-the-beaten-track retreat setting allows people to meet in a serene and
relaxing setting. Annually 3,000 - 4,000 people take advantage of this
peaceful setting for conferences and meetings.
Matching Grants
Quaker Hill participated in the Challenge Match in 2012. In addition to
raising money, the campaign helped them raise their awareness of potential
new donors who valued the organization and their mission. “This whole process really opened our eyes to missed
opportunities and chances to share our story with a wider audience,” Rod Waltz, Center Director, added.
One such opportunity came when a gentleman who had stayed at Quaker Hill during his youth stopped in. He shared with them that while his father recuperated at the hospital following an accident during a family trip, the rest of the family stayed at Quaker Hill. Though he now lives in Tulsa, he and his siblings still hold fond memories of the retreat center and the help his family received during a difficult time. The Challenge Match gave Rod the opportunity to build on the relationship in a new way and turn fond feelings into a tangible gift.
Cardinal Greenway
For the Cardinal Greenway, the Challenge Match offered a
rare chance to raise operating dollars.
“We’re a small organization with a small budget and to be
able to raise over $26,000 for overhead and management
expenses was huge for us,” Director Denise Retz said.
“People don’t often realize that grant money rarely is
available for operating expenses,” she added. “The
Challenge Match helped the steering committee think
outside the box and reach out to potential new donors for our cause. We were able to grow our donor base and
to strengthen relationships with donors who had previously given. Donors love it when their gift is matched by
someone else. A matching program can be the catalyst that causes people to give that first gift.”
“I found that people are generous but that extra incentive of their gift being matched can help push some over
the threshold from potential donor to donor,” she concluded.
Model T Museum
When the Model T Museum moved to the historic Depot
District in Richmond, they faced a number of hurdles that
were eventually overcome with the help and cooperation
of the community. One hurdle that remained – finding
money for some additional building and marketing
needs – was overcome with the help of the 2012
Challenge Match.
“The one thing that really surprised us was the amount
of support we got from non-members here in our
community. We anticipated our members and chapters
would support our efforts but this added ‘vote of
confidence’ was a real boost,” said Barbara Klehfoth,
Business Manager of the Model T Ford Club of America.
“The process was so valuable to us as it taught our
volunteers and leadership how to approach people
about supporting our organization. It was a humbling
and gratifying experience.”
In addition to the local support, the Museum also
received donations from 28 states, Canada and Germany.
“This grant not only encouraged local giving but also
brought money into our community from other states
and countries. The 100th Anniversary Centennial helped
acquaint people with Richmond and when they heard
about this opportunity to have their gift matched, they
wanted to help,” added Jay Klehfoth, CEO of the Model T
Ford Club of America. “One of the most valuable things
this grant enabled us to do was to install a security
system at the Museum. When you have a collection this
valuable, with many items on loan, you need a way to
protect it.”
Challenge Match Participants and the Amount Each Received
Abilities Richmond ($2,747)
Birth-to-Five ($9,597)
Boys and Girls Clubs of Wayne County ($59,752)
Christian Charities ($10,732)
Circle U Help Center ($14,514)
Communities In Schools ($37,394)
Cope Environmental Center ($39,718)
Gateway Vineyard Church Food Pantry ($11,248)
Girls, Inc. ($27,273)
Golay Community Center ($37,835)
Habitat for Humanity ($27,209)
Historic Hagerstown - Arts Place ($22,826)
Hope House ($19,313)
Model T Ford Club of America ($45,942)
Quaker Hill Conference Center ($9,829)
Richmond Art Museum ($25,923)
Richmond Civic Theatre ($28,136)
Starr-Gennett Foundation ($14,744)
Wayne County Cardinal Greenway ($26,687)
Wayne County Historical Museum ($20,933)
Wayne County Literacy Coalition ($3,180)
Wayne County Soil and Water Conservation District ($6,753)
Western Wayne Dollars for Scholars ($18,834)
Whitewater Community Television ($11,832)
Whitewater Valley Pro Bono Commission ($3,770)
Youth as Resources ($3,560)
SCHOLARSHIP
FUNDS THAT
SUPPORT
STUDENTS
New Scholarship
Funds
Scholarships
Altrusa Club of Richmond,
Indiana, Scholarship Fund
($47,107) To benefit graduating
females of a Wayne County high
school with a cumulative GPA
of at least 2.0 who will attend a
Wayne County college and have
demonstrated a history of service
to their school and community.
Myyon Barnes Memorial Scholarship Fund ($510)
To provide scholarships to
graduating seniors from a
Wayne County high school
who plan to major in journalism.
Scholarship funds encourage students to continue their formal
education after high school. When scholarship funds are
established, the donor outlines criteria to guide the awards. The
Foundation, through its own committees and in conjunction with
an Honors and Awards Committee at each high school, works to
assure the donor’s wishes are met. The 2012 recipients of each
scholarship are noted below the fund description.
Jonathan Alan Scholarship
($32,513) To assist a Richmond
High School graduate who plans to
enter a medical field.
Natalie Strunk*
Anonymous Scholarship
($101,559) To provide college
scholarships to graduates of
Lincoln, Hagerstown, Northeastern,
Seton, or Centerville High Schools
who are pursuing a degree in
music.
Elise Armstrong
Ryan Schunk
Earl Baker Memorial Scholarship
($8,724) To benefit graduates of
Wayne County high schools who
plan to attend Purdue University.
Easter Seals Scholarship
Fund ($15,502) To provide scholarships for students from a Wayne or Union County High
School who intend to enter a career
field in service to people with
disabilities.
Erika A. and George E. Brattain,
Sr. Scholarship ($1,254) To
provide scholarships to Lincoln
High School graduating seniors
who are pursuing an education in
music.
Rhiannon Finley
Hagerstown Community
Scholarship Program ($22,925)
graduating seniors of Hagerstown
High School with a GPA of 3.0 or
higher.
Theodore Braxton Creative
Arts Fund ($35,188) To provide
scholarships to a Huntingdon
(Pennsylvania) Area High School
graduating senior who has
participated in the performing arts.
Connor Hunter-Kysor
Previously Established
Scholarships
Clarence Brown Scholarship
Richmond High School seniors.
Chelsea McCurdy
AAUW-Hoffman Scholarship
($216,760) To provide
undergraduate and graduate
scholarships to students from
Richmond High School.
Sarah Chance
Paige Gray
Dianne Montiel
African-American Scholarship
and Awards ($70,275) To provide
scholarships to deserving Wayne
County minority students.
Tavia Lloyd
Ralph Burkhardt Scholarship
($5,739) To provide a scholarship
to a graduating Richmond High
School senior who has been an
outstanding orchestra student
and who intends to study music in
college.
Lucille Campbell Scholarship
annually to a Wayne County high
school graduating senior.
Madison Stout
Betty J. Cecere Memorial
Scholarship Endowment
($30,575) To be awarded to a
female Richmond High School
graduating senior.
Jessica Love
Centerville-Abington Dollars for
Scholars ($131,773) To financially
support Centerville High School
students who wish to pursue
education beyond high school.
Sydnee Allen
Blake Babcock
Ellie Bane
Kaitlyn Blansett
Anthony Brewer
Christine Carrera
Hillary Chaney
Erica Coulter
Spencer Coulter
Cooper Cox
Adam Deckard
Taylor Hatch
Hailey Hutzell
Tyler Keller
Ashia Kennedy
Braden King
Jacob Mathena
Abby O’Neal
Jessica Schultz
Ashley Sellers
Cody Short
Craig Skillman
John Maxwell Smith
Kyle Smith
Cierra Stamper
Dallas Stiller
Alexis Turpin
Jason Chaney Memorial
Scholarship ($16,779) To
provide an annual scholarship to
a male Hagerstown High School
graduating senior.
Travis Muller
Melba Dawn Chiarenza
High School graduates who plan
to major in business, nursing, or
drama.
Jacqueline Duran
Christopher Halberstadt
Danielle Peckinpaugh
Alex Christ Memorial Scholarship
($4,884) To benefit a Richmond
High School graduating senior.
Rebecca Jones
Ed Clemmer Memorial
Scholarship ($2,454) To provide
scholarships to Richmond High
School graduates.
Helen Coble Memorial
Scholarship for Business
Education Fund ($6,685) To offer
financial assistance to women
studying to open a business.
Chris Coffman Memorial
the Christopher Coffman Giant of
Heart Award to a Centerville High
School graduating senior who
exhibits the personality traits of
Chris Coffman.
Ellie Bane
William J. Cramer Scholarship
($389,649) To provide renewable
scholarships to graduating
Richmond High School students.
Erik Baker*
Jared Sprague
Will Wright *
Justin B. Cross Memorial
Scholarship Endowment Fund
to a Richmond High School
graduating senior.
Christina Hampton*
M. Glenn Cross Memorial
a scholarship to a Richmond High
School student attending an
Indiana college.
Barend van der Merwe
W. Barry Culy Memorial
scholarships to graduates of
Hagerstown High School.
Harlie Dellinger
W. Barry Culy 4-H Memorial
Scholarship – To provide
scholarships to Wayne County
High School graduates who have
participated in 4-H.
Geoffrey Scruggs
Charlie Dils Memorial
annual scholarships to Richmond
High School graduates.
Jeffrey Duncan Scholarship
scholarships to a Richmond High
School graduate studying to be an
engineer.
Eastern Indiana Human Resource
Association Scholarship ($8,330)
To provide an annual scholarship
to an Indiana resident who is
enrolled in college and is pursuing
a career in human resources or a
related field.
Hazel Thornburg Emry
Scholarship ($5,061) To be used
for scholarships to deserving
students involved in theater.
Joseph P. Esposito Scholarship
($10,857) To assist a Centerville
High School graduating senior
who is pursuing an education in
the field of engineering.
Waneta Fulton Memorial
a scholarship to a Hagerstown
High School graduating senior
who excelled academically,
exhibited leadership and who
is planning to study nursing or
medicine.
Erin Gray
Louis E. Gibbs Memorial
($6,600) To provide scholarships
for studies in law enforcement at
Indiana University East.
Timothy Knight
Frostie Gilley Memorial
annually to a Northeastern High
School graduating senior pursuing
a degree in nursing.
Natalie Stephen
Tami Goss Memorial Scholarship
to a deserving Centerville High
School female senior.
Taylor Hatch
Francis and Earla Gregg
scholarships for Richmond High
School graduates who plan to
study art.
Jo Anne Grigsby Memorial
Scholarship ($20,942) To be
awarded to a Lincoln High School
graduating senior pursuing
a career in math or science
education or Christian services.
Ryan Schunk
Ann Harmeier Memorial
provide an annual scholarship to a
graduating senior of Lincoln High
School.
Ryan Schunk
Anna Belle Henthorne Memorial
art show awards.
Robert E. and Margaret M.
Herbst Scholarship ($16,885)
To provide a scholarship to a
Richmond High School graduate
who has demonstrated an interest
in voluntary civic service.
Jean Hilkert Memorial
scholarships to graduating seniors
of Jefferson High School in
Lafayette, Indiana.
Kathleen Burklow
Reggie Henderson
Mary E. Hill Memorial
assist students studying health
or medicine with priority given to
minority students.
Brooke Alderman
Sandra Calderon
Samuel Hudnall
Samantha Raatz
Rande Rourke
Kasmira Sloan
Whitney Slusser
Robert Turner
Eileen M. Hunt Nursing and
Allied Health Scholarship
scholarships for students to attend
Indiana University East or Ivy
Tech Community College for the
purpose of majoring in programs
relating to nursing or allied health.
Sydnee Allen
Kevin Brattain
Christine Carrera
Courtney Cummins
Sadie Harmeyer
Cassondra Hofacker
Amelia Huddleston
Breigh Maples
Samantha Raatz
Mitchell Sherwood
Natalie Stephen
Ashley Strait
Greg and Rod Jarrett Donor
Advised Scholarship ($4,871)
To provide a scholarship annually
to a Hagerstown High School
graduating senior seeking a
business degree.
Mary Hatfield Jenkins Memorial
provide scholarships to students
from Wayne County High Schools.
Jenna Alyea
Blake Anderson
Dylan Arnold
Connor Bartlett
Kristen Beck
Morgan Bond
Jacob Bottoms
Aisha Bowen
Katelyn Brewer
Christine Carrera
Hillary Chaney
Emily Cliff
Ashley Collins
Devin Conwell
Jessica Cordell
Catelin Costello
Spencer Coulter
Cooper Cox
Virgil Creech
Courtney Cummins
Kelsey De La Croix
Garrett Deaton
Ciera deCourcy
Harlie Dellinger
Joshua Drexler
Ashlee Duff
Corrigan Eckert
Emily Enyeart
Angel Field
Rachel Furst
Gardenia Gomez
Erin Gray
Abbey Griffin
Jessica Grubbs
Brandon Hazelbaker
Holly Hoblit
Drew Horn
Amelia Huddleston
Shelley Huth
Samantha Isaacs
Tyler Johnson
Miranda Jones
Tyler Keller
Ashia Kennedy
Rylen Kirk
Erik Kolb
Katherine Lahmann
Benjamin Lake
Jalencia Lemons
Jessica Love
Sierra Mathews
Nadia Mayberry
Traci McCollum
Jared McKinney
Chandler Miller
David Miller
Bryce Moore
Heather Moore *
Kristina Moore
Travis Muller
Abby O’Neal
Brooke Perseponko
Dalton Raper
Zachary Rea
Megan Reifeis
Kasey Reneau
Derek Rice
Hope Rice
Samantha Rihm
Bennett Ritchie
Logan Ritter
Rande Rourke
Jessica Schultz
Amanda Sheard
John Maxwell Smith
Bryson Stevens
Colleen Straight
Kelsi Thompson
Katelyn Todd
Lauren Turner
Kyrstin Wampler
Deborah West
Brooke Westerlind
Brian Wier
Hali Wright
Joshua Johnson Memorial Fund
($11,726) To provide an annual
scholarship to an outstanding
graduating senior of Hagerstown
High School.
Connor Bartlett
Hubert and Grace Jones
Memorial Scholarship ($11,510)
To be awarded to an exemplary
Reid Hospital employee who
graduated from Union County
High School and is pursuing
higher education in the field of
nursing.
James Joseph Scholarship
($31,809) To provide a
scholarship to a graduating senior
of Richmond High School who
plans to prepare for a human
service profession.
Caroline Wyatt
Nancy Keelor Kelly Memorial
scholarship to a Richmond High
School graduating senior planning
to attend a four-year accredited
college in Indiana.
Chelsea McCurdy
Kirk-Little Post 1108, VFW
Scholarship #1 ($66,949) To
provide scholarships to graduating
Richmond High School seniors.
Centerville High School seniors.
Northeastern High School seniors.
Caleb Crowe
Scholarships
Hagerstown High School seniors.
Connor Bartlett
Katie Retherford
Lincoln High School seniors.
Kirk-Little VFW Post #1108
Seton Catholic High School
seniors.
Lacy Memorial Scholarship
($16,949) To benefit a
Hagerstown High School
graduating senior who exhibited
leadership, was active in extracurricular activities, and had a
strong academic performance.
Jessie Bradway
Johnathan A. Lahmann
Richmond High School graduating
senior who is pursuing formal
technical training at an accredited
institution.
Miquel Sanchez
Kimberly Long Memorial
awarded annually to a Richmond
High School graduate.
Drew Horn
Megan Lyons Memorial
provide a scholarship for a
graduating senior from Richmond
High School who intends to pursue
a teaching degree in the field of
special education.
Rebecca Hampton
Kevin Scott MacDowell
To provide two scholarships to
Richmond High School graduates.
Brooke Alderman
Miquel Sanchez
Ruth and Henry Macy Memorial
assistance to graduating seniors of
Northeastern High School.
Kyley Nocton*
Aaron Steele *
William Tatum *
Jacob Thurston
Paul J. and Bernice J. Lamberson
To provide scholarships for
graduating Lincoln High School
students.
Dylan Gibbs
Rob Mahoney Memorial
and Hagerstown High School
graduates who are pursuing
a career in construction
management, engineering,
building trades, auto mechanics or
agriculture.
Keegan Legear
Cody Murray
Ellen M. Lane Memorial
awarded to a Lincoln High School
graduate going into the education
or health care fields.
Ruby Fender Martin Memorial
awarded to a Centerville High
School graduate of high academic
and moral character.
Craig Skillman
Rebecca Lanter Memorial
Scholarship ($16,019) To benefit
Hagerstown graduates who
have a strong determination to
succeed despite adversity, express
a dedication to educational
achievement and demonstrate
financial need.
Alyssa Dishman
Ruby Fender Martin Nursing
provide assistance to a graduate
of Centerville High School who is
enrolling in a nursing program.
Chelsea Baldwin-Province *
Brooke Evans*
Amelia Frye-Chaney *
Chelsey King*
Kristin Smith*
Alexis Turpin
Hali Wright
Fern A. Lee Memorial Fund
scholarship to a Lincoln High
School graduating senior who
enrolls in a post-secondary
business training school or college.
Christina Maria Danielle Leitner
Richmond High School graduates
and Community Christian School
students.
Mary E. Maurer, Hilda
Dickman Herold, and Martha
Jane Dickman Scholarship
Endowment Fund ($39,695) To
provide annual scholarships to
one male and one female student
graduating from Seton Catholic
High School.
Frances Mayhew, RN
provide scholarships to nursing
students who are seeking a course
of study leading to a Bachelor of
Science or a Master’s degree.
Christa Sherwood
Niqui McCown Honor and
Memorial Scholarship ($331) To
seniors of Richmond High School
who intend to pursue careers
relating to the law or criminal
justice, who exemplify exceptional
moral character and who
demonstrate superior academic
achievement.
Donald A. McKinney Memorial
annually benefit two Centerville
High School graduates.
Jerry and Randa Mendenhall
a scholarship to graduating
seniors of Richmond High School.
Brandon Heinbaugh
Margaret Roushar Menning
To assist a student who plans to
continue his or her education at a
liberal arts college.
Galen Miller Scholarship
($16,647) To be awarded to
students who have volunteered to
assist people with disabilities.
Chelsea McCurdy
Antonio Mitrione Scholarship
($10,264) To benefit a Richmond
High School graduate.
Hope Rice
Marian H. Niswander Business
Wayne County graduating seniors
who plan to study business.
Nixon Family Scholarship
($100) To provide scholarships to
graduating seniors of Centerville
High School who have successfully
completed a 2-year course of
vocational study at the Whitewater
Technical Career Center and who
intend to major in engineering,
technology or related fields.
Daniel Patrick Oberle Memorial
awarded to a graduating senior of
Centerville High School to pursue
further education at an accredited
institution leading to a career
in an aspect of the construction
industry.
Dorotha Kitterman Packard
Memorial Educational Fund
to students in need.
Alexis Turpin
Alicebelle Parry Scholarship
($114,494) To assist a graduating
senior from Winchester High School.
Zachary Bower
Sharlenae Dotson *
Ashley Green *
Jennifer Greene *
Mary K. Paust Memorial
a scholarship to a graduating
Richmond High School senior
studying business.
Riley Reynolds
Perfect Circle Credit Union
($5,682) To provide a scholarship to
a Wayne County high school student.
Edna Johnston McNary Pickett
graduating Centerville senior.
Jack Reed Memorial Fund
to outstanding members of the Boys
and Girls Clubs of Wayne County
who plan to attend college.
Dianne Montiel
Reid Hospital and Health Care
Services Dependent Scholarship
($1,251) To provide scholarship
opportunities for current Reid
Hospital employees’ dependent
children who are pursuing an
undergraduate degree in health care
related fields.
Courtney Coon
Caitlin Davis
Amelia Huddleston
Chelsea McCurdy
Allison Miller
Benjamin Minor
Staci Schmidt
Charles Simmons
Kristin Smith
Cierra Stamper
Reid Hospital Graduate Student
Scholarship ($88) – To provide
scholarships to full-time students
pursuing a graduate degree in
one of the following majors: nurse
practitioner, pharmacy, physical
therapy, occupational therapy,
speech therapy, physician, or
physician assistant.
Clay Bavender
Evan Blum
Abigail Haviza
Kelly Jamison
Lynn (Hamilton) Bode, a 2002 graduate of Centerville
Senior High School, attended Purdue University on a
Lilly Endowment Community Scholarship. Additional
support from the Wayne County Foundation, 4-H,
school, and local businesses allowed Lynn to
concentrate on her studies and research. After
graduating from Purdue, Lynn attended Indiana
University School of Dentistry to earn her Doctor of
Dental Surgery degree and Temple University to earn
her Master of Science and Certificate in Orthodontics.
This past December, after ten years of school, Lynn
returned to Wayne County to open her own practice,
Richmond Orthodontic Specialists. She is excited to
join the community that helped her succeed.
“When I was in sixth grade, I told my parents that I wanted to be an orthodontist and that I would pay for college
myself. Receiving the Lilly Scholarship allowed me to hold true to both of my promises. This scholarship and
the support of my community played an important role in allowing me to achieve my dreams.”
Richmond High School Alumni
Association – To provide “last
dollar” scholarships to Richmond
High School graduates who
intend to further their education
at a Wayne County college. It
is composed of the following
component funds:
Ruth Hamilton Robbins
To provide scholarships to a
Richmond High School student
who plans to study business or
nursing and is a descendant of a
U.S. veteran.
Shelley Huth
Rodefeld Family Memorial
($18,395) To be awarded to
Richmond High School graduating
seniors who participated in high
school swimming.
Amelia Huddleston
Thomas N. Coffin Memorial Fund ($133,076)
Edward J. Fath Memorial Fund ($243,412)
Richmond College Incentive Plan ($774,666)
Alyssa Baker
Lorraine Burwell
Jerry Coleman
Derrick Douglas
Corrigan Echert
Sloane Eckert
Olivia Engle
Delores Gordon
Alexis Hurd
William Juday
Brittney Lambert
Jordan McDaniel
Trenton Pipes
Megan Reifeis
Brandi Sams
Tiara Smith
Kaci Tiemann
Ashley Trede
Benjamin Turner
Robert Turner III
Kate Waters
George Romack Memorial
Scholarship ($6,902) To benefit a
Centerville High School graduating
senior who demonstrates academic
responsibility, has an interest
in teaching, coaching, physical
fitness, and/or conservation,
wildlife, or natural resources.
Ellie Bane
Rosa Family Scholarship Award
($142,388) To be used to
recognize the academic excellence
of graduates of Richmond High
School.
Jordyn McDaniel
Sam Pierson
Rose Hamilton Scholarship
scholarship to a Centerville High
School graduating senior planning
to further their education based
on financial need, academics,
attendance, citizenship and
activities.
Tiffany Smith
Harold W. Ryan Memorial
provide a scholarship to a
Wayne County graduating senior
intending a course of study that
will lead to a vocation in public
safety, especially in the field of
law enforcement, firefighting, or
emergency medical training.
Jalencia Lemons
Elyse Maley *
Audra Rains *
Shepherd Family Memorial
graduating female student from
Richmond High School who
played basketball during her
senior year.
Sarah Chance
Stuart C. and Martha I. Shipman
High School graduates who
plan to prepare for a career in
education, fine arts, business or a
vocational area.
Ryan Schunk
Elizabeth Smelser Scholarship
scholarships to students planning
to attend Earlham College.
Olivia Engle *
Richard F. Smith Memorial
scholarships to Richmond High
School graduates studying
graphic arts.
Anne Elizabeth Sperling Memorial
Scholarship ($19,907) To assist a
Richmond High School graduate
who is enrolled in a program of R.N.
certification.
Mercedes Carr
Anne E. Sperling BSN Memorial
awarded to an exemplary registered
nurse employed at Reid Hospital
who is seeking a Bachelor of Science
degree in nursing from Indiana
University East.
Anne E. Sperling MSN Memorial
awarded to an exemplary registered
nurse who is employed at Reid
Hospital, is enrolled at an accredited
school of nursing and is seeking a
Master of Science degree in nursing.
Christa Sherwood
Luella M. Beatty Stott Memorial
scholarships to students planning to
study nursing.
Elmer E. Toschlog Memorial
Award ($5,152) To be awarded
annually to a graduate of Centerville
High School who has demonstrated
outstanding citizenship and
leadership skills.
Cooper Cox
Dr. Jerry Turner Memorial
Scholarship ($2,293) To provide an
annual scholarship to a Richmond
High School graduate who plans to
prepare for a career in veterinary
medicine, science or agriculture.
Samantha Isaacs
Scholarships
Thad Tutterow Memorial
a Hagerstown High School
graduating senior who had a
strong academic performance,
showed leadership in extracurricular activities, demonstrated
dedication to community
development and showed
responsibility in their actions.
Travis Muller
Earlham College
Dr. William E. Upchurch
Memorial Award ($18,556)
graduating seniors of Hagerstown
High School who exhibit positive
traits and strong academic
performance.
Stephen C. Varnell Memorial
graduating senior from Richmond
High School who was a member
of the Richmond High School
band and who intends to major in
instrumental music.
Brandon Hazelbaker
Ivy Tech Community College
Glenn Veal Scholarship Trust
seniors of Nettle Creek School
Corporation who study agriculture
or home economics.
Lex Bartlett
Kaley Smith
Wayne County College Fund
($709,228) To benefit Wayne
County High School graduates
who have unmet financial need
and who will attend a Wayne
County college. The Fund is a
group of ten component funds
that was given an early boost with
a significant gift from the former
NATCO Foundation.
Component Funds include:
Charles P. and Sylvia D. Bane
Memorial Fund
Hub and Zella Etchison Fund
James and Margaret Gibbons
Memorial Fund
Elizabeth Jay Memorial Fund
Lilly Challenge Fund
Stephen C. Varnell
Terry Bettner
Carol Gegner
Sally Porter
Jennifer Schroeder
African American
Sheila Armstead
Paul Kriese
Sally Porter
RHS Alumni Association
Nancy Bodiker
David Brumfield
Nancy Cox
Ann England
Saundra Gore
Mary Lou Griffey
Nancy Manning
Jane Niccum
Debbie Ninde
Joyce Owen
Carol Owen-Clark
Sandie Rowe
Sharon Sanders
Mary E. Hill
Eileen Baker-Wall
Janice Bragg
Billie Johnson
Shonda Kidd
Sabrina Pennington
Sandie Rowe
Centerville
High School
Sara Coulter
Tracey Crull
Marcia Foster
Cecil Franke
Nanette Merida
Michelle Moore
Shelley Newman
Debbie Perry
Debbie Searcy
Karen Thuman
Christy Tollett
Hagerstown
High School
Joe Backmeyer
Mark Childs
Samantha Hickman
Dave Land
Jennifer True
Hazel Hardwick Wickersham
scholarships to graduates of Union
High School in Randolph County who
plan to enter the teaching profession.
Chelsie Allen *
Cheyenne Holaday
Fred Nottingham Memorial Fund
Frederick and Mary Wood
graduates of Hagerstown High
School and New Castle High School.
Bryce Froderman
Taylor Herr
Cody Murray
Moreta Ballinger Rinehart Fund
Fund Retired in 2012
Frances Mayhew Memorial Fund
John and Katherine Miller
Scholarship Fund
Wayne County College Fund
Stephen C. Varnell IU Summer
Music Clinic Memorial Scholarship
* Renewable scholarships previously awarded.
Scholarship Committees
Countywide
Jill King
Carol McKey
Darla Randall
Brindy Roosa
Wayne County College Fund, continued
Kimberly Clarkson
Jerry Coleman
Dakota Collins
Courtney Ecker
Rachel Furst
Jordyn Grimes
Amanda Hensley
Emily O’Brien
Matthew Schroeder
Kaci Tiemann
Kate Waters
Kelsey West
Joshua Wood
Hamid Zatcaeifar
Northeastern
High School
Neal Adams
Gary Cole
Rita Frame
Krista Hendrickson
Mark Kerkhoff
Melissa Lawson
Dan Merkamp
Mike Roeder
Mike Sherrow
Chad Wilson
Seton High School
Kaley Roberts
Rick Ruhl
Hubbard Fund
Barbara Allen
Ann Herrman
Peggy Rokosz
Richmond High School
Robert Bailey
Debra Bartel
Thomas Bartel
Brian Bennett
Richard Bryant
Owen Coursin
Patricia Dawkins
Jeanne Engle
Matthew Fisher
Sarah Hellrung
Brandon Hilbert
Heidi Hisrich
Annette Jetmore
Sally Porter
Barbara Ramsey
Roy Reisinger
Tess Scheiben
Denise Selm
Bridget Wilson
Nancy Winn
Sarah Wright
Lincoln High School
Nancy Alford
Rob Bills
Beth Bowman
Frank Brattain
Mike Cerqua
P.A. Cohen
Suzanne Glazer
Jim Grigsby
Jodi Johnson
Mary Jo Kinnaman
Daryl Lane
David Lundquist
Robert Mahon
Jane Myers
Kathryn Ray
Miriam Zimmer
Lilly Endowment Community Scholarships are awarded
on the basis of academic performance, written essays,
letters of recommendation and extracurricular activities.
Chosen from a large pool of applicants from throughout
Wayne County, the Foundation’s Lilly Scholars receive
a four-year full tuition scholarship and book stipend to
the public or private Indiana college of their choice.
L I L LY
ENDOWMENT
COMMUNIT Y
SCHOLARSHIPS
E rica
C oulter
Erica Coulter is the daughter of
Eric and Sara Coulter. While
attending Centerville High School,
Erica maintained a 4.0 GPA and
participated in band, Fellowship of
Christian Athletes, Spanish Club,
golf, swimming, speech team, and
student council. She also volunteered
for Cope Environmental Center,
on church mission trips, and in her
church nursery. Erica is majoring in
journalism at Indiana University.
T y ler
H oodle b rin k
Tyler Hoodlebrink is the son of
Jim and Brenda Hoodlebrink. While
attending Hagerstown High School,
Tyler maintained a 3.9 GPA and
participated in football, 4-H, National
Honor Society, track, and model
legislature. He was co-captain of the
football team and volunteered for the
Hagerstown Public Library and the
after-school tutoring program. Tyler is
majoring in mechanical engineering at
Rose-Hulman Institute of Technology.
Hunter Lambright received a Lilly Endowment Community Scholarship in the
spring of 2009 and later that fall, attended Ball State, majoring in psychology.
“The Lilly scholarship meant not having to worry about finances. It let me put
the effort I needed into my undergraduate schoolwork so that I could pursue
further educational opportunities later on. This scholarship set me up so that
I would be able to go to graduate school right after my undergraduate career
instead of taking a year off to save up like so many of my peers.
I’m grateful that I will be able to get my Master of the Arts degree in teaching
at Earlham College now instead of delaying it thanks to the Lilly Endowment
and this amazing opportunity.”
Orchest
rated Invest
ing
Faced with a depressed economy and budget
challenges, the Richmond Symphony Orchestra
made a surprising decision: cut ticket prices. The
move – and subsequent marketing campaign resulted in an increase in the number of patrons
purchasing annual tickets and encouraged a
younger audience to participate.
“
The results of our marketing
campaign - increased attendance
and the presence of rapt young
faces in the audience - have inspired
our orchestra. The music for the
last two seasons has been over
the top,” said Connie Wooldridge,
Richmond Symphony Orchestra
Board President.
”
Evelien Woolard, personnel manager and principal flute
for the Richmond Symphony Orchestra, shows third
graders her flute and explains how she plays it during
an educational workshop supported by a Wayne County
Foundation grant.
The organization also strengthened their future by using a portion of a bequest received from the estate
of Marlowe and Pat Kluter to build their endowment at the Foundation. With current assets of more
than $875,000, the board has not only strengthened their annual budget but has also created a future
stream of funding, ensuring the long-term viability of the Symphony.
Volunteers
Marketing Committee
Clare Bond
Sara Coulter
Mary Lou Griffey
Jenie Lahmann
Darla Randall
Resource Development
Committee
Roger Green, chair
Jon Ford
David Gethers
Kelly Hale
Clark Jordan
Women’s Conference
Committee
Aubrey Blue
Becky Codiano
Sara Coulter
Mary Lou Griffey
Darla Randall
Erma Rich
Gina Ruffcorn
Nominating Committee
Jim Tanner, chair
Verne Clingenpeel
Jon Ford
Adam Forrest
Jill King
Alan Spears
Chuck Todd
Audit Committee
John Zetzl, chair
Adam Forrest
Roger Green
Jim Puffenberger
Rob Quigg
Investment Committee
Dick Smith, chair
Tom Alberts
Roger Green
Brett Guiley
Mark Hale
Carol Hinshaw
Jim Keene
Rob Quigg
Allan Rosar
Alan Spears
John Wright
Finance Committee
John Zetzl, chair
Adam Forrest
John McBride
Jim Puffenberger
Grant Committee
Chris Hardie, co-chair
Sabrina Pennington, co-chair
Jennifer Edsell
Karen Everett
Adam Forrest
LuAnn Gettinger
Susan Hoffer
Jill King
Daryl Lane
Jenny Tinkle
Challenge Match Committee
Chris Hardie, chair
Roger Green
Jill King
John McBride
Darla Randall
Recognizing Excellence
Charles A.
Rodefeld
Award
Ruth J.
Wickemeyer
Award
Cheri Jetmore
Jill King
For Leadership in
Philanthropy and
Community Service
PREVIOUS AWARD RECIPIENTS
1994 – Charles A. Rodefeld
1995 – Robert W. Rosa
1996 – J. Ross and Natalie Harrington
1997 – Kathleen Postle
1998 – Becky Rosa
1999 – John M. Harlan
2000 – Jim and Helen Cope
2001 – William R. Niersbach
2002 – Victor R. Jose
2003 – Donald C. McCullough
2004 – Tom and Claire Ann Milligan
2005 – Inezetta Stiver
2006 – Paul Lingle
2007 – Andy Cecere
2008 – Albert Gentry
2009 – Jon Ford
2010 – David and Carla Stidham
2011 – Richard ‘Jeff’ Jeffers
Jill King was awarded the 2012 Ruth J.
Wickemeyer Award. Nominated by the
Cambridge City First United Methodist
Church, Jill was called an ‘amazing
asset to our community’ by her pastor.
Among other activities, Jill is actively
involved with many aspects of her
church, Western Wayne Elementary
School and the Wayne County
Foundation. She also writes historical
articles for the Western Wayne News
and volunteers at her local library
where she was instrumental in setting
up and helping to preserve the
historical documents in the library’s
History Room. In 2005, she and her
husband, Jim, were named Citizens of
the Year for Cambridge City.
PREVIOUS AWARD RECIPIENTS
2006 – Pat Bowers
2007 – Wilbur Rodenberg
2008 – Dr. James Daggy
2009 – Betty Mark
2010 – Alan Spears
2011 – David Nixon
Community Leaders
Cheri Jetmore was awarded the 2012
Charles A. Rodefeld Award. She was
nominated by the Richmond Symphony
Orchestra where she has served on
the board since 1995. Cheri has
been instrumental in increasing the
Symphony’s endowment fund during her
tenure on the board and has continued
to cultivate those relationships to
encourage continued giving. She has
also volunteered with the Richmond Art
Museum, Boys and Girls Clubs of Wayne
County, Townsend Community Center,
Indiana University East, Richmond Friends
School, and Civic Hall Associates.
For Community
Service
TheLegacy Societ
y
The Legacy Society is comprised of the many caring
individuals who have made formal plans in their will
or estate plan to benefit the community through a
gift to the Foundation.
Don’t judge each day by the harvest
you reap but by the seeds that you plant.
– Robert Louis Stevenson
Legacy Society
Tammy and David Williamson are passionate about farming. They
earn their living off the land and enjoy being outdoors and watching
crops grow. They also enjoy helping others and in 2011 established
an Acorn Fund at the Foundation as part of their overall charitable
giving strategy.
They added to their fledgling fund and over time it grew to $5,000, thanks in part to a gift of grain which they
forwarded directly from the elevator to their fund. Now that the fund is endowed, Tammy and David can add
to it to continue the growth and use their new donor advised fund to share their gifts with other nonprofit
organizations associated with agriculture.
Legacy Society Members
*William F. Adler
Frank and Mary Alice Adney
Tom and Sheryl Alberts
*Charles and *Joan Bartel
*Byron Bond
Charles Ball
Chris Benton
Steve and Jill Borchers
*Willard G. and *Jane Bowen
*Clay and *Opal Brooks
*John and *Mary Brubaker
*Zelma Bozworth
*Clarence Brown
*Florence Bultman
*Melba Dawn Chiarenza
*Thomas Coffin
*William J. Cramer
*M. Glenn Cross
*Fred and *Alice Crye
*Mary Louise Custer
*Mildred Dreyer
Julia Downs
*Hub and *Zella Etchison
*Edward Fath
Jon and Judy Ford
Al and *Loraine Gentry
*Kenneth Goodwell
*Gilbert Gray
*Francis and *Earla Gregg
Roger and Connie Green
*Roscoe and *Rosa Haindel
Chris Hardie and Kelly Burke
*J Ross and *Natalie Harrington
*John and *Pat Harlan
*Frank and *Madeline Hensley
*Anna Belle Henthorne
Tom and Mary Heyob
*Mary E. Hill
Mike and Carol Hinshaw
*Martha L. Hoffman
*John Charles
and *Gertrude Hubbard
*Eileen Hunt
Ron and Rachel Hughes
Jon and Suzette Igelman
*Marie Ingabrand
Pat James
*Elizabeth Jay
*Mary Hatfield Jenkins
Vikki Johnson
Vic and Faye Jose
*Charles Kienzle
*Marlowe and *Pat Kluter
Daryl and Terri Lane
*Nora Lee Latture
*Fern Lee
Paul and Pat Lingle
*Henry and *Ruth Macy
Joan Martin
*Ruby Fender Martin
Charlie Matthews
*Maxine Matthews
*Marjorie Meredith
*Donald McKinney
*Mary Helen Miller
Ernie and Betty Mills
*Antonio Mitrione
Bill and Becky Niersbach
*Marian H. Niswander
David and Beverly Nixon
*Robert O’Maley
*Alicebelle Parry
*Abram Phillips
*Ruby Ellen Phillips
*Mary Elizabeth Powers
Marvin and Becky Railsback
*Willam H. Reller
*Daniel G. Reid
Roy Ridge
*Moreta Ballinger Rinehart
*Ruth Hamilton Robbins
*Charles Rodefeld
*Jeanette Rodefeld
*Will and *Emma Rodefeld
David Rodgers
*Hugh and *Sara Ronald
*Bob and Jane Rosa
Allan and Miriam Rosar
*Peter and Jean Rossi
George and Mary Schmid
David Sherick
*Elizabeth Smelser
*Glen and Jewell Spears
David and Carla Stidham
*Laurence Strong
*Catherine Binkley Thomas
*Glenn Veal
*Joan Vigran
*Stanley Vigran
Wayne and Jane Vincent
*Harry and *Marilyn Voyles
*J. Rollf and *Miriam Wadman
David and Tammy Williamson
*Lura Carnes Wine
*Anne Withers
Carl and Connie Wooldridge
*Frederick Wood and *Mary Couch Wood
*Doris Wyatt
*indicates members who have passed
Ways t
o Give
There are many ways to support the important
work of the Foundation or your favorite local
charity. Each offers unique opportunities, one of
which is bound to be just right for your personal
circumstances.
Please contact the Foundation to learn more.
Bequests
One of the most popular and simplest ways to give - a bequest - allows you to create a legacy without taking cash out of your pocket during your lifetime. If you are considering a bequest, let us explain the many options you have and how we will make sure your gift is used as intended.
Beneficiary Designations
You can also name the Foundation as a beneficiary of your retirement plan or life insurance policy. Doing so is generally a simple process that can be easily modified at any time to meet your changing needs. Moreover, using
retirement assets to fund your charitable interests is often a tax-wise strategy.
Charitable Gift Annuities
Charitable Gift Annuities allow you to make a donation and receive income for life. They offer a competitive rate of return and qualify the donor for a current income tax deduction. Gift Annuities are often a good option for charitably-minded older adults.
Donor Advised Funds
A donor advised fund is perfect for the donor who wants to stay involved with how their gift is used. It’s a great way to help teach children or grandchildren about responsible philanthropy, too.
Endowments
If you’d like to create a lasting legacy, consider a named, endowed fund. Establishing an endowed fund offers ongoing support for the charity of your choice and provides you with valuable tax benefits. Endowed funds may also be created in honor or memory of a loved one or friend to assure they are remembered forever.
Anonymously
Perhaps you’re a very private person who wants to support our community but doesn’t want everyone else to know. Gifts made anonymously to the Foundation assure your privacy, as well as your charitable intent.
FUNDS THAT
SUPPORT
COMMUNIT Y
GRANT-MAKING
New Funds
Easter Seals Community Fund
($10,000) To support programs and
organizations that assist people with
disabilities.
Unrestricted and Field of Interest funds are the most flexible
type of funds. They allow the Foundation’s Board of Directors
to make grants in response to the community’s most
important needs and promising opportunities.
Anonymous Family Fund ($22,502)
Ball-Bolle Family Fund ($23,914)
Bank One Endowment Fund ($6,866)
Community Grants
Charles and Maxine Matthews Arts
Fund ($45,829) To support visual
Doug and Ellen Bennett Endowment
and performing arts programs.
Fund ($7,995)
Charles and Maxine Matthews
Education Fund ($45,829) To
support educational programs.
Brady Family Fund ($8,263)
John H. and Mary J. Brubaker
Memorial Fund ($403,275)
Charles and Maxine Matthews
Environmental and Animal
Florence Bultman Endowment Fund
Welfare Fund ($45,829) To support ($95,026)
environmental conservation and
animal welfare programs.
Capital Campaign Fund ($9,983)
Previously Established Funds
Acorn Society Combined Fund
($715)
William F. Adler Memorial Fund
($356,009)
William F. Adler Unrestricted Fund
($202,312)
Agribusiness Fund ($2,955)
Ahaus Family Fund ($14,393)
Early Childhood Literacy
Endowment Fund ($323,523)
Emergency Fund ($0)
Hub and Zella Etchison Memorial
Fund ($54,566)
Fine Arts Endowment Fund
($80,805)
Fred Gabbard Fund ($13,919)
Gethers Family Fund ($5,625)
Goodwell Family Memorial Fund
($80,987)
The Children’s Fund ($24,301)
Roscoe and Rosa Haindel
Foundation Trust ($189,311)
Alice J. Crye Operating Endowment
($48,106)
J. Ross and Natalie Harrington
Mary Louise Custer Memorial Fund
($29,279)
Mike and Carol Hinshaw
Discretionary Fund ($844)
J.B. and Frances Holthouse Family
Fund ($7,611)
Julia Downs Endowment Fund
($23,524)
Marie Ingabrand Memorial Fund
($41,566)
Organizations receiving grants made through our community grant-making cycles
Abilities Richmond
Area 9 Agency on Aging
Birth-To-Five
Boys and Girls Clubs of Wayne County
Cambridge City First United Methodist Church
Cardinal Greenway
Centerstone
Children’s Justice and Advocacy Center
Circle U Help Center
Civic Hall Performing Arts Center
Communities In Schools of Wayne County
Community Food Pantry
Cope Environmental Center
Every Child Can Read
Fountain City Wesleyan Food Pantry
Gateway Vineyard Church Food Pantry
Girls, Inc.
Gleaners Food Bank of Indiana
Golay Community Center
Habitat for Humanity
Hand-in-Hand Adult Day Care of Richmond
HELP the Animals
Historic Centerville
Historic Hagerstown-Arts Place
Hope House
Indiana University East
Indiana Women in Need (IWIN)
Junior Achievement of Eastern Indiana
Kids Kingdom of Wayne County
Minority Women’s Network
Jeffers Family Fund ($32,145)
Abram Phillips Trust ($96,471)
Kleinknecht Endowment Fund
($24,109)
Ruby Ellen Phillips Memorial Fund
($14,178)
Patricia and Marlowe Kluter
Memorial Endowment Fund
($488,787)
Suzanne G. Quigg Memorial Fund
($4,062)
Nora Lee Latture Memorial Fund
($104,089)
Ray J. and Mildred Raper Memorial
Fund ($16,069)
Lemonade Day Fund ($37,667)
Reid Social Responsibility
Lilly Endowment Unrestricted Fund
($3,025,128)
William H. Reller Memorial Fund
($13,835)
Paul and Pat Lingle Endowment
Fund ($32,146)
Robert R. Rhoads Community
Literacy Fund ($15,516)
Richmond Area Environmental
Fund ($34,860)
Ruth and Henry Macy Memorial
Mann Family Youth and Education
Fund ($35,436)
Joan Martin Endowment Fund
($10,843)
Matching Seed Money Fund ($6,241)
Roy M. Ridge Endowment Fund
($643,775)
Charles A. and Billi A. Rodefeld
Family Endowment Fund ($5,604)
Jeannette Rodefeld Memorial Fund
($203,189)
Memorial and Honor Fund ($22,209)
Hugh and Sara Ronald Memorial
Fund ($130,530)
Milton Town Fund ($13,373)
Bob Rosa Family Fund ($5,349)
Jon Morgan Endowment Fund
($8,037)
Rosar Family Fund ($27,248)
Janette Nottingham Memorial Fund
($15,978)
Model T Ford Club of America
Morrisson-Reeves Library
Nettle Creek Ministerial Food Pantry
Nettle Creek Music Boosters
Open Arms Ministry
Peer Information Center for Teens
Planned Parenthood of Indiana
Quaker Hill Conference Center
Richmond Art Museum
Richmond Civic Theatre
Richmond Community Orchestra
Richmond Community Schools
Richmond Day Nursery
Glen and Jewell Spears Endowment
Fund ($16,883)
Stamm-Koechlein Family Fund
($642,950)
Richmond Friends School
Richmond Parks and Recreation Department
Roscoe’s Rescue
Salvation Army
Senior Opportunities Services
Special Olympics Indiana - Wayne County
Stage One Youth Theatre
Starr-Gennett Foundation
Sunrise
Sylvan Nook Church of Christ
The Treehouse Children’s Museum
Town of Dublin
Harry and Catherine Thomas
William L. and Elvira J. Thomas
Unrestricted Fund for Wayne
County ($363,937)
Harry and Marilyn Voyles
Miriam D. and J. Rollf Wadman
Memorial Fund #1 ($66,560)
Miriam D. and J. Rollf Wadman
Memorial Fund #2 ($67,194)
Gertrude Luckhardt Ward Fund
for Neighborhood Revitalization
($9,149)
West End Savings Bank Community
Fund ($16,135)
Wyatt Endowment Fund ($56,3266)
Bob York Memorial Fund ($9,877)
2012 Grants By Fund Type
Scholarships
30%
Vigran
6%
Continued Donor
Engagement
6%
Community
Grantmaking
36%
Support To
Specific
Organizations
22%
United Way of Whitewater Valley
Vineyard Gateway Church Food Pantry
Wayne County Cardinal Greenway
Wayne County Historical Museum
Wayne County Literacy Coalition
Wayne County Resource Inventory Council
Wayne County Soil and Water Conservation District
Western Wayne Dollars for Scholars
Western Wayne Food Pantry
Whitewater Community Television
Whitewater Valley District 9 Pro Bono Commission
Whitewater Valley Land Trust
Williamsburg Area Community Center
Youth as Resources
FUNDS THAT
SUPPORT A
SPECIFIC
ORG ANIZ AT ION
OR PURPOSE
New Funds
Organization Grants
Easter Seals Camp
Assistance Fund ($15,000)
To provide support for
people with disabilities to
attend summer camps.
The Foundation holds a number of funds that support nonprofit organizations
directly. Agency endowed funds are established by nonprofit organizations that
wish to assure their long-term financial sustainability. Distributions from these
funds are made to the organization on a regular basis to be used in support of
the organization’s mission. Non-permanent funds are generally established to
assist short-term projects or organizations that have not yet received qualified
charity status from the IRS.
Individuals who wish to support certain organizations may create agency
designated funds that will generate annual distributions for many years to come.
Joe and Roma Meyer
Family Fund for Ivy Tech
($5,047) To provide support
to the Richmond campus of
Ivy Tech Community College.
Wayne County Farm
Bureau Ag Leadership
Fund ($20,854) To provide
support for adults in
Wayne County who are
involved in agriculturerelated disciplines and
wish to improve their
leadership skills or advance
Fr. John Luerman Fund their agriculture-related
professional development.
for Western Wayne Dollars for Scholars ($16,213) To provide Western Wayne Dollars
for Scholars Fund ($7,751)
support for the Western Wayne Dollars To further the charitable
purposes of the organization.
for Scholars Chapter.
Kuhlman Center
To provide support for the
maintenance and operation
of, and programming associated with, the
Kuhlman Center.
Fr. John Luerman Tuition
Assistance Fund ($36,435)
To provide tuition assistance
for Seton Elementary School
students who demonstrate
financial need.
The Gloria J. and Richard L.
McClaren Scholarship Fund
for Seton High School
tuition assistance to students
attending Seton High School.
The Women’s Club Speaker
Fund ($25,000) To support
the fee associated with the
first speaker of each season.
Funds
Achieva Resources
Endowment Fund
($71,183)
Action Fund ($1) To provide Book Bank Fund ($11,196)
To enable qualified college
memberships to Boys and
Girls Clubs of Wayne County. students in Wayne County
to purchase text books in
African American Expense anticipation of a distribution of
financial aid.
Fund ($49)
Altrusa Club of Richmond
Fund to Benefit Girls, Inc.
($20,019)
Angela Brinker Endowment
tuition assistance to students
who are enrolled in a Seton
Catholic School and who
demonstrate financial need.
H. Charles and Joan
Bartel Endowment Fund
($207,558) To benefit St.
Paul’s Lutheran Church and
Wayne County Foundation.
Beth Boruk Temple
Birth-to-Five Endowment
Fund ($32,574)
S. Edgar Bond Family Fund
($961,050) To benefit
Earlham College.
Bowen Family Fund
($99,554) To benefit St. Paul’s
Lutheran Church and Wayne
County Foundation.
Jim Bower Fund for Stage
One Youth Theatre ($8,913)
Zelma Bozworth Memorial
Fund ($267,837) To benefit
the Wayne County Historical
Museum.
Clay and Opal Brooks Family
Fund ($45,720) To help
pay for improvements in
Whitewater Gorge Park.
Lowell and Gladys Brooks
Athletic Opportunity
Centerville Junior-Senior High
School students.
Lowell and Gladys Brooks
Christian Education Fund
Centerville Christian Church.
Organizations receiving a distribution from funds established by or for an organization or a specific purpose.
Animal Care Alliance
Centerstone
Centerville Christian Church
Centerville-Abington Community School Corporation
Charles A. Beard School Corporation
Children’s Justice and Advocacy Center
Christian Charities of Richmond and Wayne County
City of Richmond
Civic Hall Performing Arts Center
Community Christian School
DIPLOMAS
Earlham Cemetery
Family Earth Day Celebration Committee
Girls, Inc.
Hagerstown Elementary School
Hagerstown-Jefferson Twp. Public Library
Historic Hagerstown - Arts Place
Indiana Women in Need (IWIN)
Kiwanis Club of Richmond
Kiwanis International Foundation
Mother’s Bank
Murray and Associates
Neighborhood Services Clearinghouse
Nettle Creek School Corporation
Northeastern Elementary School
Northeastern Junior/Senior High School
Cambridge City 175th
Commemorative Book
Fund ($7,869)
Ira Carter Neighborhood
Development Fund
($35,850)
Centerville-Abington
Schools Educational
Endowment Fund
teacher mini grants.
Centerville Library
Endowment Fund
($33,076)
Central United Methodist
Church Young Minister
Fund ($81,008)
Melissa Wilson Coffin and
Anna Nicholson Coffin
To purchase large print and
regular print non-fiction
books for Morrisson-Reeves
Library.
Community Christian
School Endowment Fund
($26,489)
Jim Cope Endowment Fund
($155,872) To support
Cope Environmental Center.
Dalmatian Foundation
($6,832) To support various
charitable organizations and
community projects.
William and Clare Dexter
assist students at Seton High
School who have financial
need.
Reid Hospital Foundation
Reid Memorial Presbyterian Church
Retired Senior Volunteer Program
Richmond Adult Education Center
Richmond Catholic Community
Richmond Columbian Properties
Clifford J. and Martha
J. Dickman Family
Endowment Fund
($26,334) To benefit Seton
Catholic Schools.
Doing Our Part to
Guarantee Community
Safety (DOGS) Fund ($155)
Established with community
gifts to provide funding
in support of the Wayne
County Sheriff’s and the
City of Richmond Police
Department’s K-9 Units.
Pauline Druley Fund to
Benefit the Wayne County
Red Cross ($11,906)
Camilla B. Dunn
Endowment Fund to
Benefit Centerstone
($9,985)
Earlham Cemetery
Heritage Fund ($65)
Eastern Indiana Region
National Society of Fund
Raising Executives ($1,878)
First Bank Scholarship
students enrolled in a private
high school in Wayne County
who demonstrate financial
need.
Friends of McBride
Stadium Fund ($539)
Friends of Richmond Parks
Fund ($9,090)
Gateway Sign Project Fund
($64)
GED Scholarship Fund
($166)
Hayes Arboretum
Education Endowment
Fund ($8,941)
Frank and Madeline
Hensley Memorial Fund
($7,430) To benefit the
Lutherania Cemetery.
G. Howard and Helen L.
Holthouse Memorial Fund
($16,546) To fund the
“Teacher of the Year” award at
Seton Catholic High School.
Holthouse-Thomas Memorial
Fund ($39,762) To benefit St.
Andrew Catholic Church.
Hope House Addiction
Recovery Center Fund
($71,641)
Heyob Fund to benefit
Altrusa Club of Richmond,
John Charles and Gertrude
Indiana ($10,957)
Pardieck Hubbard Fund
Heyob Fund to benefit the for Continuing Catholic
Education ($2,608,807)
Golay Center ($10,957)
Historic Landmarks
Foundation ($10,957)
Seton Elementary School
($21,913)
Heyob Fund to benefit St.
Joseph Catholic Church
($16,435)
Heyob Fund to benefit St.
Martha Catholic Church
($16,435)
the Women’s Giving
Circle and Women’s Fund
($10,957)
Eileen M. Hunt Seton
provide scholarships which
enable needy students to
attend the St. Elizabeth Ann
Seton School System in Wayne
County, Indiana.
Independent Center
Mattie G. Jacobs Memorial
Fund ($2,301) To benefit the
Richmond Art Museum.
Charles E. Kienzle-Kiwanis
To benefit Riley Hospital, a
philanthropic project of the
Kiwanis Club of Richmond.
Heyob Fund to benefit the Lamar Lundy Endowment
Wayne County Historical
Townsend Community Center.
Museum ($10,957)
Donald L. and Martha
L. Hoffman Memorial
Richmond Civic Theatre’s
Studio One program and
its library.
Richmond Parks and Recreation Department
Richmond Rose Garden
Seton Catholic Schools
St. Andrew Church
St. Paul’s Evangelical Lutheran Church
Sunrise
Townsend Community Center
Lilly Scholarship PR Fund
($5,816) To fund College for
a Day and other educational
activities of the Foundation.
Wayne County Foundation
Western Wayne Elementary School
Western Wayne Schools
Western Wayne Senior Center
Whitewater Valley Land Trust
Young Women’s Christian Association
Zion’s Lutheran Church
FUNDS
Father John Luerman
Circle U Help Center Fund
($52,589)
Carolyn MacDowell, RN,
Fund for Adult Day Care
($22,635)
Father John Luerman
St. Vincent de Paul
Endowment Fund
($75,835)
Ruth and Henry Macy
Memorial Museum Fund
($259,156) To benefit the
Levi Coffin House and the
Museum.
Father John Luerman
Western Wayne Senior
Center Fund ($21,941)
Mary Helen Miller
Operating Endowment
Fund ($134,613) To
provide operating support
to the Wayne County
Foundation.
Henry J. and Hedwig
Seegers Luerman
St. Vincent de Paul
Endowment Fund
($32,537)
Henry J. and Hedwig
Seegers Luerman Family
Circle U Help Center Fund
($52,073)
Morrisson-Reeves
Endowment Fund
($226,117)
Bonnie Nicholson
Endowment for
Education ($5,337)
To provide support to
Northeastern Elementary
School science programs.
Reid Memorial Presbyterian
Church Endowment Fund
($68,847)
William R. and Mary E.
Niersbach Boys Club
Endowment ($26,434)
Richmond Community
Schools Educational
To provide teacher mini-grants.
William R. and Mary E.
Niersbach Endowment
Fund ($56,290) To
benefit the cancer care
programs of Reid Hospital.
Northeastern Schools
Educational Endowment
Fund ($42,741) To
provide teacher minigrants.
Giving and Receiving
Maxine Matthews always lived frugally. Taught at
an early age to spend less than she made and to
save every week, she and her brother, Charlie, spent
carefully and invested wisely.
In 2004, Maxine used appreciated stock to establish a
Charitable Gift Annuity in the amount of $200,000. In
2006, she established another annuity with an initial
gift of over $79,700. Until her death in 2012 at age 93,
these funds provided Maxine with a steady income.
That income and the amount she left to charity
totaled more than $330,000. The charitable remainder
was used to establish funds that will benefit her
favorite charitable interests for many years to come.
Henry J. and Hedwig
Seegers Luerman
Endowment Fund
tuition assistance to Seton
Elementary students who
Mothers Bank Fund
($4,951) To lend small
interest-free sums to single
working mothers.
Robert A. Luerman
and Carl H. Luerman
Endowment Fund
($28,510) To provide tuition
assistance to two Seton
Elementary students each
year who have financial
need.
Nettle Creek Schools
teacher mini-grants.
Murray Theatre
Nettle Creek Valley
Museum Endowment Fund
($8,422)
Robert L. O’Maley and
Gregg Martin O’Maley
To benefit the Institute of
Creative Leadership.
Police and Fire Training
Facility Fund ($3,465)
Powers Fund to Benefit
HELP the Animals
($49,710)
Powers Fund to Benefit
Optimist Little League
($10,490)
Richmond Civic Theatre Fund
($10,870)
Nicholson/Smith Endowment
Fund ($111,847)
Richmond Parks and
Recreation Department Bark
Park Agency Fund ($383)
Richmond Rose Garden
Agency Fund ($19,387)
Richmond Symphony
Orchestra Endowment Fund
($875,209)
Will and Emma Rodefeld
Family Fund ($118,270) To
support Springwood Lake
Park and the Wayne County
Foundation.
The Becky Rosa Endowment
for Girls, Inc. of Wayne
County ($13,176)
RSVP Endowment Fund
($16,633)
St. Elizabeth Ann Seton
To provide tuition assistance
to students enrolled in Seton
Catholic Elementary School who
Friends of the William G.
Scott House Fund ($1,106)
Seton High School Agency
Fund ($4,555)
Seton High School
Scholarship Fund ($2,583)
To assist students at Seton
High School who demonstrate
financial need.
Siloam Clinic Endowment
Fund ($16,363)
Starr-Gennett Agency Fund Wernle Youth and
($6,603)
Family Treatment Center
Third Grade Reading
Academy Fund ($0)
Western Wayne Schools
United Way of Whitewater ($30,606) To provide teacher
Valley Endowment Fund
mini-grants.
($200,712)
Whitewater Gorge Park
Joan Vigran Memorial
Project Fund ($46,933)
Richmond Civic Theatre.
Whitewater Valley Arts
Fusion Fund ($457)
Wayne County Farm
Bureau AgrIInstitute Fund Wickemeyer Family
($20,019)
To benefit the Richmond
Rose Garden and First English
Lutheran Church’s youth group
Museum Egyptian
and music activities.
Gallery Endowment Fund
($13,012)
Wayne County Learning
Corporation Fund ($3,800)
Lura Carnes
Wine Trust
Fund ($99,248)
To provide
unrestricted
gifts to benefit
the Richmond
Symphony
Orchestra.
Anne Withers
Memorial Fund
($30,838) To
benefit the YWCA.
YWCA Endowment Fund
($5,344)
John F. Wohlhueter
Scholarship Award Fund
permanent recognition of each
year’s valedictorian at Richmond
High School.
Youth as Resources
Zion’s Lutheran Church of
East Germantown Indiana
Fund ($154,674)
Funds Retired in 2012
Temporary fund in support of the CAPE program
Museum Building Fund
The Wayne County Foundation’s Women’s Leadership Conference
celebrated five years of success in 2012. Begun as a professional
development opportunity for women, the annual conference has
become a signature training event to encourage learning and
collaboration among women in the Whitewater Valley. Giving
back to the community is an important aspect, too. In 2012,
participants created the Women with Purpose Endowment Fund
to support events and activities that will allow women to network
and learn together.
“
Women are a powerful force,” said Darla
Randall, Foundation board member
and Women’s Conference committee
member. “This is true in many regards,
including philanthropy. The Wayne
County Foundation’s Women’s Leadership
Conference has been a tool for women
to use to educate themselves, to become
aware of opportunities, and now to unite
together in making a difference in our
community. I am proud to have been a part
of this endeavor from the beginning. It’s
so much more than a ‘conference.’ This is a
gathering of women determined to develop
as individuals and also to connect in such a
way that the lives of others are generously
affected. The Women With Purpose
Endowment was a logical next step in the
evolution of this exciting annual event!
”
Pictured are Sara
Coulter, Darla
Randall and Erma
Rich, founding
members of the
Women’s Conference
committee who are
still involved today.
FUNDS THAT PROVIDE LIFE
INCOME FOR DONORS
These funds have been established by
donors who retain a lifetime income
interest in their gift to the Foundation.
At their passing, the remainder will be
used for the charitable purposes
they specify.
Remainder Trusts and Gift
Annuities
Anonymous Donor
Frank and Mary Alice Adney
Julia Downs
Albert C. Gentry and M. Loraine Gentry
Jon and Suzette Igelman
Joan Martin
Charles E. Matthews
William and Mary Niersbach
David and Beverly Nixon
Roy M. Ridge
George N. Schmid
Mary L. Schmid
Connie and Carl Wooldridge
Funds Retired in 2012
Maxine M. Matthews
Charitable Gift Annuity
Maxine M. Matthews
Charitable Gift Annuity #2
Individuals who establish donor advised funds can provide periodic advice to
the Foundation Board concerning grants to nonprofit, tax-exempt organizations
operating for the public good. Acorn Society funds enable the donor to create a
named, endowed fund over time.
New Acorn Society Fund
Cooper M. Newton Fund
New Charitable Annuity Trust
Marvin R. and Rebecca S. Railsback
Roger and Marcia Grimm
FUNDS THAT ENCOURAGE
CONTINUED DONOR ENGAGEMENT
New Donor Advised Funds
Ahaus Tool Donor Advised Fund
Doxpop Charitable Giving Fund
Joe and Roma Meyer Donor
Advised Fund
Women with Purpose
Endowment Fund
Previously Established Funds
Tom and Marilyn Barker Endowment
Doug and Ellen Bennett
Donor Advised Fund
Lowell Conley Musician Fund
Howard C. and Suzanne M. Deitsch Family Fund
Clarence and Julia Downs Family Fund
First Bank Community Fund
Fountain City Lions Club Helping
Hand Fund
Fund for Tomorrow Donor
Advised Fund
General Donor Advised Fund
Connie and Roger Green Donor Advised Fund
Guthrie Family Donor Advised Fund
David and Becky Harper Donor Advised Fund
Harry Ray Post 65 American
Legion Fund
Ron and Rachel Hughes Donor Advised Fund
Vikki Johnson Performing
Arts Endowment
Faye Stewart Jose Family Fund
Jim and Jill King Fund
Kiwanis Club of Richmond Fund
Gilbert Klose Endowment Fund
Maymac Donor Advised Fund
Nelson and Forrest Families Donor Advised Fund
Kelli and Rob Quigg Donor Advised Fund
Robert L. and Toni L. Reinke Donor Advised Fund
Rosar Donor Advised Fund
Rotary Club of Richmond
Endowment Fund
Stoller Donor Advised Fund
Summersault Website Development Donor Advised Endowment Fund
Wayne Bank and Trust Company Community Fund
Williamson Family Fund
Women’s Fund
Women’s Giving Circle Endowment Fund
Women’s Giving Circle Fund
Fund Retired 2012
Nettle Creek Arts Fund
Fund descriptions have been provided where the
purpose of the fund is not obvious by its name and
may not contain all criteria for distributions. Fund
balances as of December 31, 2012 are shown in
parentheses.
Organizations receiving grants directed by our donors
Abilities Richmond
American Red Cross
AMIGOS
Amnesty International
Birth-To-Five
Cardinal Greenway
Children’s Justice and
Advocacy Center
Christian Charities
Communities In Schools
Cystic Fibrosis Foundation
DIPLOMAS
Doctors Without Borders
Doing Our Part to Guarantee Community Safety
Earlham College
First Christian Church
Girls, Inc.
Habitat for Humanity
Hand-in-Hand Adult Day Care
HELP The Animals
Hope House
Mercy Corp
Minority Women’s Network
Model T Ford Club of America
Northeastern High School
Parents Families and Friends of Lesbians and Gays
Petra Project
Quaker Hill Conference Center
Richmond Art Museum
Richmond Community Orchestra
Richmond High School
Rock Solid Ministries
Salvation Army
Seton Catholic Schools
Southern Poverty Law Center
Wayne County Minority
Health Coalition
Wernle Youth and Family
Treatment Center
Whitewater Community Television
Whitewater Valley Pro
Bono Commission
Women’s Fund
Youth as Resources
The Vigran Family Foundation
was established in 2001. It
supports a wide range of
charitable organizations and
especially those advancing
theater and the arts, higher
education, health care, and
Jewish causes. A total of
$58,050 was awarded to
these groups in 2012, not
including payments on previous
committments to Indiana
University East, Reid Hospital,
and Miami University.
AMIGOS
Beth Boruk Temple
Birth-To-Five
Communities In Schools
Earlham College
Girls, Inc.
Goldman Union Camp
Hillel at Miami University
Indiana Jewish Historical Society
Indianapolis Hebrew Congregation
International School of Indiana
Jewish Cemeteries of Greater Cincinnati
Kindervelt of Cincinnati Children’s Hospital Medical Center
Most Valuable Kids
Planned Parenthood of Indiana
Reid Hospital Foundation
Rockwern Academy
Second Helpings
Special Olympics Indiana - Wayne County
Stage One Youth Theatre at Richmond Civic Theatre
Wayne County Foundation
Wernle Youth and Family Treatment Center
Young Women’s Christian Association
Tom Raper Hall, Indiana University East
Vigran Grants
Vigran Grant
s
Generous Donors
Recognizing Our Donors
Anonymous Donors
Mr. and Mrs. Gary Adamson
Dr. and Mrs. Frank Adney, Jr.
Agave Moon
Ahaus Tool and Engineering
Mr. and Mrs. Rick Ahaus
Mr. and Mrs. Kevin Ahaus
Altrusa Club of Richmond
Mr. and Mrs. Patrick Anderson
Mr. and Mrs. Edmund Ansorg
Mr. and Mrs. Andrew Avery
Bader Mechanical
Mr. Curt Barker and Ms. Angela Christensen
Mr. and Mrs. Tom Barker
Mr. and Mrs. Roderick Barr
Dr. and Mrs. Bradford Barrett
Mr. and Mrs. Donnie Becker
Mrs. Louise Beede
Mr. and Mrs. John Beilfuss
Belden Americas Division
Dr. and Mrs. Doug Bennett
Mr. and Mrs. Clyde Black
Mr. and Mrs. Michael Blum
Dr. and Mrs. Robert Bode
Mr. and Mrs. Steve Borchers
Mrs. Beth Brittenham
Bromelkamp Company
Mr. and Mrs. Allen Brown
Dr. Gary Brown
Dr. and Mrs. Edwin Cy Burkhart
Mr. and Mrs. Dennis Burns
Ms. Tamika Bynum
Carroll Electric
Centerville Lions Club
Centerville-Abington Dollars for Scholars
Mr. Cory Chandler
Ms. Katie Chaney
Chester Heights Apartments
Mr. and Mrs. Charles Christensen
Mr. and Mrs. Don Clark
Ms. Becky Codiano
Crane Rentals
Mrs. Bette Davenport
Mr. and Mrs. Stephen Deibel
Mr. and Mrs. Gregory Deitz
Robert Delaney Law Offices
Mr. Mike Devine and Mrs. Kathy Lucid
DEWCO Sales
Mr. and Mrs. Daniel Dickman
Doxpop
Ms. Pauline Druley
Earlham College
Economic Growth Group
Ms. Phyllis Eloff
Mr. and Mrs. Lee Elzemeyer
Mrs. Susan Elzemeyer
Ms. Lisa Faulkenberg
First Merchants Corporation
Mr. and Mrs. Jon Ford
Mr. and Mrs. Adam Forrest
Mr. and Mrs. Brent Fortman
Friends Fellowship Community
Mr. and Mrs. Edward Fry
G & S Jewelers
Fred Gabbard Trust Account
Geier Construction
Mrs. Aileen Githens
Dr. and Mrs. Cory Gray
Mr. and Mrs. Roger Green
Ms. Mary Lou Griffey
Mr. and Mrs. Rudy Groot
Mr. and Mrs. Roy Guthrie
Haager’s Auto and Truck Service
Hagerstown Community
Dollars for Scholars
Mr. and Mrs. Mark Hale
Mrs. Joanna Hamilton
Dr. C. Martin Hanneman
Mr. Chris Hardie and Mrs. Kelly Burk
Mr. Kevin Harvey
Rev. and Mrs. Eldon Harzman
Mr. and Mrs. Gregg Hays
Mr. and Mrs. Tom Heyob
Hill’s Pet Nutrition
Dr. and Mrs. Michael Hinshaw
Holland Colours America
Hometown Comfort
Mr. and Mrs. Joe Honkomp
Hope House
Hoppe Jewelers
Dr. and Mrs. Stephen Hornak
Mr. and Mrs. Ron Hughes
Estate of Eileen Hunt
J. M. Hutton and Company
Independent Living Center
of Eastern Indiana
Indiana University Foundation
Interlude Tours
Ivy Tech Community College
Mr. Richard Jeffers
Jiffy Lube
Johnston’s Dairy Queen
Mr. and Mrs. Victor Jose
Joy Ann Bakery
Ms. Alice Martin Karlebach
Mr. and Mrs. John Kauffman
Mr. and Mrs. Jim King
Mr. and Mrs. Tom Kitchin
Mr. and Mrs. Kent Klinge
Estate of Patricia Kluter
Kohl’s
Mr. Paul Kriese
Ms. Ailene Kuhlman
Mr. and Mrs. Howard Lamson
Mr. and Mrs. Daryl Lane
Lemon’s Florist
Lenelli
Dr. and Mrs. James Lewis
Little Sheba’s
Drs. Logan and Bailey
Father John Luerman
Ms. Carol Lukken
Lyons Insurance and Real Estate
Mr. and Mrs. Barry MacDowell
Main Street Diner
MainSource Bank
We thank the following people,
businesses and organizations
that invested in our community
through the Wayne County
Foundation in 2012.
Ms. Joan Martin
Mr. and Mrs. Lynn Mayer
Estate of Richard L. McClaren
Mr. and Mrs. Tim McConaha
Ms. Jane McDaniel
Mr. and Mrs. Jim McKey
Ms. Lillian Mendenhall
Miami Luken
Middleboro Methodist Church
Mills Funeral Homes
Mr. and Mrs. Ernest Mills
Ms. Darlene Moegerle
Mr. and Mrs. Lawrence Moore
Mr. Andy Moore and
Ms. Shannon Hayes
Mr. and Mrs. Myron Moyer
Mr. and Mrs. Richard Nicholson
Oberle and Associates
Mr. and Mrs. Paul Ogren
Mr. and Mrs. Ray Ontko
Mr. and Mrs. Benjamin Parsons
Perfect Circle Credit Union
Petal and Stem Garden Club
Phillips Drugs
Mr. and Mrs. Jeffrey Plasterer
Estate of Mary Elizabeth Powers
Prime Property Realty
Primex Plastics Corporation
Mr. and Mrs. James A. Puffenberger
Quigg Fund
Mr. and Mrs. Phil Quinn
Mr. and Mrs. Marvin Railsback
Ramsey, Rodefeld, Kassens and North
Ms. Darla Randall
Raymond James
Recycling Center
Reid Hospital and Health Care Services
Mr. and Mrs. Robert Reinke
Dr. and Mrs. Greg Reising
Ms. Monica Rice
Mr. and Mrs. Roger Richert
Richmond Baking Company
Richmond Casting Company
Richmond Furniture Gallery
Richmond Rotary Club
Dr. and Mrs. Paul Rider
Riggle-Waltermann Mortuary
RMD Patti Insurance and
Financial Services
Mr. and Mrs. Lowell Robinson
Mr. David Rodgers
Mr. and Mrs. William Rohrer
Rosa’s Office Plus
C. Allan Rosar and Associates
Ms. Carolyn Scheiben
Ms. Ardene Schoeffler
Mr. and Mrs. David Schuette
Mr. and Mrs. Jeff Sheridan
Mr. and Mrs. Scott Silverman
Mr. James Smarelli
Mr. and Mrs. Dwight Smith
Mr. and Mrs. Richard Smith
Mr. Paul Vincent Spade
Mrs. Jewell Spears
Mr. and Mrs. John Stanley
Stegall-Berheide-Orr Funeral Home
Stevens Wire Products
Ms. Tamela Stevens
Mr. and Mrs. David Stidham
Studebaker Buick-Pontiac-GMC
Mr. and Mrs. Jerry Studebaker
Stults Family Dentistry
Summersault
Summit Computer Systems
Mr. and Mrs. Michael Talbot
Thor Construction Company
The Honorable and Mrs. Charles Todd, Jr.
Kyle Tom Real Estate Services
Town of Fountain City
Town of Milton
Tri-State Travel
Tuesday Aftermath
Mr. and Mrs. Gary Turner
Ms. Candi Tutterrow
US Bank
Vaile Elementary School
Mr. and Mrs. Martin Van Der Burgt
VanVleet Insurance Agency
Veach’s Toy Station
Vigran Family Foundation
Mr. and Mrs. Brad Vigran
Ms. Karen Vinson
Wallace Heating and Air
Mr. and Mrs. Rod Waltz
Warm Glow Candle Company
Ms. Rene L. Wasson
Waters E.N.T. Sinus and Allergy
Wayne Bank and Trust
Wayne County Convention and
Tourism Bureau
Webb and Associates
West End Bank
Wetzel Auto Cruise
Mr. and Mrs. Stanley White
Whitewater Broadcasting Corporation
Mr. and Mrs. Morris Whitlock
Mrs. Lesli Whitney
Mr. and Mrs. Jason Whitney
Mr. and Mrs. David Williamson
Ms. Ione Wilson
Mr. Randall Wisehart and
Mrs. Tammy Rhoades
Mr. and Mrs. Samuel Witherby
Women’s Fund
Dr. and Mrs. Benjamin Young
Mr. and Mrs. John Zetzl
Honor and Memorial Gifts
In honor of Laura Behney
Mr. and Mrs. Michael Johnson
In honor of Kent and Kendra Beisner
Mr. and Mrs. Paul Beisner
In honor of the college graduation of
Rebecca Lanter’s high school classmates:
Tyler Poland, Cody Fink, Nick Catania, Karl
Kurtz, Chris Diercks, and Dylan Hollenberg
Mr. and Mrs. Doug Poland
In honor of Darla Randall
Mr. and Mrs. Verne Clingenpeel
In honor of Dr. Robert Bode’s
60th Birthday
Mr. Zach Bode
In honor of Tammy Rhoades
Westview P.T.O.
In honor of Lois Brown
Mrs. Denice Williams
In honor of Katherine Richert
Mr. Jasper Sumner and
Mrs. Natalie Richert-Sumner
In honor of Anne Cantrell
In honor of Mary Jo Clark
Mr. and Mrs. Kyle Zajdel
In honor of the Coble and
Milligan Families
Ms. Nancy M. Norton
In honor of Kaitlyn Culy’s
College Graduation
Mr. and Mrs. Neil Gettinger
In honor of Dr. Jim Daggy
Mr. and Mrs. Henry Batsel
In honor of Mara Jan Daugherty
Mr. and Mrs. Michael Day
In honor of Pam Duning
Mr. and Mrs. Michael Stuckey
In honor of Quentin Charles Forrest
In honor of her loving family
Mrs. Terri Hamm
In honor of Haylee Haskett
Ms. Susan Haskett
In honor of Cathy Hays
Mrs. Stephanie Hays-Mussoni
In honor of Pat Heiny
Ms. Wanda Puckett
In honor of Brenda Hertz
Ms. Michelle Hertz
In honor of Clara Honaker
Ms. Darla Randall
In honor of Saundra Jackson
Ms. Krista Hayes
In honor of Vic and Faye Jose
Dr. James Jose and Ms. Ann Rollins
In honor of Bruce Kettler
Hagerstown Rotary Club
In honor of Jill King
In honor of Gil Klose
Mr. and Mrs. Kevin Klose
Ms. Megan Klose
Mr. and Mrs. Thomas Proudfoot
In honor of Carolyn and Barry
MacDowell
Mr. and Mrs. Stephen MacDowell
In honor of Louise Penny
Ms. Misty Gray
In honor of Cathy Rinehart
Mrs. Lisa Bates
In honor of David and Janice Schuette
Mr. and Mrs. Neil Gettinger
Mr. and Mrs. William A. Hollerman
In honor of Ann Schwendener
Ms. Mary Schwendener-Holt
In honor of Phil Shore
Dr. and Mrs. Lincoln Blake
In honor of Amy Spears
Mr. and Mrs. Philip Jenkins
In honor of Frank and Mary Waltermann
Mr. and Mrs. Douglas W. Baker
In honor of Marla Thorne-Weller
In honor of Ruth Williamson
Mrs. Terry Wiesehan
In memory of Robert L. Bragg
Mr. and Mrs. Dimitri Chagares
In memory of Ted Braxton
Mr. and Mrs. Donald Braxton
Mr. and Mrs. Mark Hofer
Landscape By Art
Ms. Carol Lukken
Mr. David B. Samuelson
Ms. Mary A. Smith
Mr. and Mrs. Marc Snelson
Mr. Christopher Tremper
Mr. Peter Veseskis, Jr.
Mr. and Mrs. William Westin
In memory of Justin Cross
Mr. Rory Egan
Mr. and Mrs. Michael Elstro
Mr. and Mrs. John Maley
In memory of Ralph Burkhardt
Ms. Liz Craig
In memory of Tom Daugherty
In memory of Betty Cecere
Mr. Andrew Cecere
Dr. and Mrs. Richard Garnet, Jr.
Ms. Charlotte Maley
In memory of Robert E. Dick
Mr. and Mrs. Robert Broscheid
Mr. and Mrs. Gary Rodefeld
In memory of Esther Chamness
Mr. and Mrs. Kent Beisner
In memory of Jason Chaney
Mr. and Mrs. Rick Jones
In memory of Max Clevenger
Mrs. Irene Clevenger
In memory of Arthur Nelson Collett
Mr. and Mrs. William Kitchin
In memory of Sharon Conroy
Mr. and Mrs. Eric Coulter
In memory of Patty Corwin
In memory of Paige Crenshaw
Mr. Lee Crenshaw
In memory of Duane Hamm
Mrs. Terri Hamm
In memory of Ralph Hankosky
Mrs. Mary Hankosky
In memory of Ann Harmeier
Mr. and Mrs. Russell Hersberger
In memory of Dorothy Hatfield
In memory of Elly Doherty
The Heritage Club
In memory of Mattie G. Jacobs
Mr. and Mrs. Dale Jacobs
In memory of Howard Earlywine
Mr. Dean Bishop
Ms. Pamela Earlywine
Mr. and Mrs. John Feldhaus
Ms. Judith Niewoehner
Mr. and Mrs. Michael Resh
Mr. and Mrs. A. B. Wright
In memory of Josh Johnson
Mr. and Mrs. Andrew Avery
Bruns Brothers Excavating Company
Mr. and Mrs. Barry Gordon
Mr. John C. Marhoefer
Mr. Gerald Saunders
In memory of Tami Sue Goss
Ms. Betty Goss
Mr. Don Goss
In memory of Jean Ann Hackman
Mrs. Susanna Tanner
In memory of Bill Hall
Mr. and Mrs. Fred Bolle
In memory of Nancy Keelor Kelly
Mr. and Mrs. James Keelor
In memory of Trey Kidwell
Mr. and Mrs. Robert Patterson
In memory of Mary Kimbrough
Ms. Shaye Isaacs
In memory of Duane Kinyon
Mr. and Mrs. George Rohe
Donors
In memory of Jane Koechlein
Mr. and Mrs. Henry Batsel
In memory of Johnathan Lahmann
Mr. and Mrs. Robert Lipps
In memory of Ellen Lane
Dot Foods
Mr. and Mrs. Daryl Lane
Psi Iota Xi Sorority
In memory of Lamar Lundy
Dr. and Mrs. Bradford Barrett
Freeman Planning and Design
Harrington-Hoch
Dr. and Mrs. Arvind Kumar
In memory of Megan Lyons
ACE Charitable Foundation
Achieva Resources Corporation
Mr. and Mrs. Brian Brehm
Ms. Dorothy Gordon
Ms. Lisa May
Ms. Lisa Pierce
Mr. and Mrs. Wayne Van Sickle
Ms. Imogene Van Sickle
Mr. and Mrs. Michael Whalen
In memory of Kevin MacDowell
Dr. and Mrs. Richard Garnet, Jr.
Mr. and Mrs. Barry MacDowell
In memory of Rob Mahoney
Absocold
Bertschland Family Practice Clinic
Byrco, Inc.
Canady Farms
Colby Equipment Company
Mr. and Mrs. Donald Crull
Mr. and Mrs. Jerry Doddridge
First Bank Richmond
Mr. and Mrs. Alvin Ray Gulley
Mr. Daniel Lamberson
MainSource Financial Group
Mr. and Mrs. Christopher Marcum
Natco Credit Union
Palmer and Company
Richmond Contractors
Mr. and Mrs. Brad Schofner
Dr. and Mrs. Windel Stracener
Mr. Ronald J. Thomas
Tri-Star Insulation Company
Mr. and Mrs. Gary West
Winding Branch Golf Course
In memory of Marjorie Meredith
Mr. and Mrs. David Garman
Mr. and Mrs. Fred Kinkel
Mr. and Mrs. Richard Meredith
Ms. Ruth Mills
Ms. Sandra Mueller
Mr. and Mrs. Doug Pastrich
Mr. and Mrs. Ernest Ravinet
Ms. Emily Rivard
Rev. John Sowers
Mr. and Mrs. Robert Stoner
Mr. and Mrs. Orville Varnell
In memory of Willard and Bessie Mikesell
Ms. Jody Stewart
In memory of Trisha Lynn Reece
Mr. and Mrs. William Kitchin
In memory of Galen Miller
Mrs. June Miller
Mr. and Mrs. Gregory Pyle
In memory of John Rich
Mrs. Erma Rich
In memory of Thomas Mullen
Mrs. Nancy Faus-Mullen
In memory of M. Lucille Murley
Mr. and Mrs. Jay Klehfoth
In memory of Jane Nelson
Boston Bever Klinge Cross and Chidester
In memory of Cooper Newton
Mr. and Mrs. Rick Jones
Mr. and Mrs. Joseph Miller
Mr. and Mrs. Thomas Snow
In memory of Daniel Oberle
Ms. Charlotte Maley
In memory of Edna Pickett
Ms. Mary Ann McCormick
In memory of Mary Pietrzak
Ms. Loretta Gula
In memory of John Ripley
Mrs. Joan R. Ripley
In memory of Virginia “Jip” Rodich
Mrs. Erma Rich
In memory of George Romack
Mr. and Mrs. Richard Bohlander
In memory of Don Royer
Anonymous Donor
Mrs. Karla Blum
Dr. and Mrs. James Daggy
Dr. and Mrs. John Dehner
Dr. and Mrs. Jon Igelman
Ms. Marjorie McLarnan
Mr. and Mrs. Howard McRae
In memory of Mary Ellen Seffrin
Ms. Clare Seffrin Bond
In memory of Bob Shafer
Mrs. Sue Shafer
In memory of Stuart Shipman
Mrs. Jodi Johnson
In memory of Jane Rohe Shute
Mr. and Mrs. George Rohe
In memory of Sonya Spears
Mr. and Mrs. Eric Coulter
Dr. and Mrs. Ronnie Dickson
First Bank Richmond
Mr. and Mrs. Philip Jenkins
Mr. and Mrs. Craig Kinyon
Mr. and Mrs. Paul Lingle
Mr. John Mohr
Dr. and Mrs. John Short
Dr. and Mrs. Ashton Veramallay
Mr. and Mrs. David Wuertemberger
Mr. and Mrs. Brian Yeley
In memory of Edna Thorne
In memory of Ted Tibbets
Ms. Tamara Cummins
In memory of Kenneth Toschlog
Ms. Carleen Dobie and
Ms. Mildred McMichael
Ms. Suzann Gallagher
Mr. and Mrs. Philip Hirschfeld
Mr. and Mrs. Joe Meyer
Mr. and Mrs. Obadiah Rodgers
Mr. and Mrs. Earl Schenck
Mr. and Mrs. Duane Smoker
Mr. and Mrs. Paul Snarr
Mrs. Gayle Upchurch
In memory of Dr. Jerry Turner
Dr. and Mrs. David Thoma
In memory of Tom Van Etten
Mr. and Mrs. Fred Bolle
In memory of Ruth Wickemeyer
Mr. and Mrs. James Stapleton
In memory of Mary Wiggans
Mr. and Mrs. Napoleon Bridgford
The Whitewater Gorge with
the Richmond High School
Tower in the distance.
In memory of Janice Wilcox
Mr. Frank Waltermann and
Ms. Mary Merchanthouse
Board of Direct
ors
Adam Forrest Chris Hardie
Chair
Vice Chair
John Zetzl
Treasurer Jill King
Secretary
Len Clark
Roger Green
Steve Higinbotham
Greg Janzow
David Jetmore
John McBride
Sabrina Pennington
Jim PuffenbergerDarla Randall
Jim Tanner
Bonita Washington-Lacey
Retiring Board Member June 2013: Adam Forrest
Incoming Board Member June 2013: Amy Noe
Our Staff
Foundat
ion St
aff
Rachel Hughes
Development Officer
Andrea Stuckey
Program Officer
Amy Waltz
Finance Officer
Lisa Bates
Administrative Assistant
Mission Statement
Steve Borchers, Executive Director
and Adam Forrest, Board Chair
Year in Review
T
he stories, activities, and reports on the preceding pages all serve to interpret the work of the Foundation in our Wayne County community. They speak to the generosity of generations of donors and to the great good that can come from relatively small, but strategic investments.
Additionally, we measure the Foundation’s progress by a series of metrics that quantify our
fundamental operational aspects. They give us another way to gauge our progress and assess
our effectiveness. For 2012, they indicate another very good year, though less robust than 2011,
which was characterized by a number of “outsized” and “one of a kind” events.
Year in Review
The Foundation recorded slightly more than $1 million in new gifts and pledges in 2012, and established 23 new funds. Notably, this total included a new charitable remainder annuity trust,
the McClaren scholarship fund, and three new funds associated with the dissolution of the local
Easter Seals Chapter. Unlike other recent years, however, we received no major bequests.
We awarded a little more than $1 million worth of grants and scholarships. As in other years, education continues to be our largest single program category. Last year, this included $343,300 worth of scholarship awards. Perhaps more significantly, 2012 will be remembered
for the Challenge Match Initiative – the first major change in the Foundation’s grantmaking function since the introduction of the Impact Grant in 2001.
The Foundation’s investments followed the broader markets throughout the year to post a 10.6% increase and, once again, outperform
our policy index benchmark. We recognized $32.4 million of total assets under management as
of December 31 – or about a $2.3 million increase
on the year.
Your Wayne County Foundation celebrated another
year of recording more administrative income than
operating expense. It remains fiscally very strong
and well-positioned to serve our community for
many years to come.
115
04,
2008
56
5,3
27
$2,
2009
93
5,3
26
$1,
73
2,8
66
23,
$
$2
2008
2010
2011
0
,63
53
8,4
2009
4
,25
78
0,9
$3
7
,27
70
0,1
$3
2010
$
2011
755
19,
4
32,
2012
Total Grants Awarded
2
,26
227
$2,
Total Assets
Total Gifts Received
4
$1,
157
38,
0
$1,
2012
1
,96
652
$1,
2008
4
,41
244
$1,
2009
9
,11
088
$1,
2010
1
,27
711
$2,
2011
6
,87
063
$1,
2012
F inancial S tatements
2 012
Consolidated Statement of Financial Position
Consolidated Statement of Activities
Year Ended
Assets12/31/2012
Revenue, Gains, and Other Support
12/31/2012
Cash and cash equivalents
1,592,540
Total amounts raised (including pledges) 1,038,157
Pledges and contributions receivable 482,121
Less amounts received as agency endowments 83,559
Investments
29,891,216
Net contributions
954,598
Property and equipment - net
440,520
Net contributions
1,694,799
Interest and dividends receivable
13,358
32,419,755
Investment income
699,665
Realized gain on investments
589,291
Net unrealized gain on investments
1,806,366
Liabilities
Rental income
16,186
Scholarships and grants payable
922,090
Administrative fee income
369,561
Agency funds
2,311,905
Miscellaneous income
11,663
Annuities payable
1,443,336
Less investment return from agency endowments
222,277
Other liabilities
50,046
Net revenue, gains and other support
4,225,053 Total liabilities
4,727,377
Expenses
Net Assets
Grants and scholarships*
1,063,876
Unrestricted
26,978,753
Less grants from agency endowments
52,368
Temporarily restricted
653,625
Net grants and scholarships expense
1,011,508
Permanently restricted
60,000
Total net assets
27,692,378 Program
361,700
Management and general
588,702 32,419,755
Fund development
118,632
Less expenses from agency endowments
18,328
Total expenses, net
2,062,214
Change in Net Assets before Change in Value
of Split-Interest Agreements
2,162,839
Change in value of split-interest agreements
(75,100)
Change in Net Assets
2,087,739
Net Assets - Beginning of Year 25,604,639
Net Assets - End of Year
27,692,378
* Net of prior year returns
2012 Investment Results
Investment returns for the Foundation’s
total return pool were up 10.6% for the
year ending December 31, 2012, and
slightly above the portfolio’s policy
index benchmark for the same period.
Importantly, the portfolio continues to
generate long-term returns with less
risk than the policy index, due to an
asset allocation policy that hedges the
volatility of the equity markets with a
range of fixed income and alternative
investment strategies.
Annualized
Since Inception
2012
(February, 2002)
Total Return Pool 10.6%
4.9%
Benchmark Policy Index 9.9%
4.7%
Endowed Pool Asset
Allocation Targets
Alternative
Investments
37.5%
Equities
45%
Fixed
Income
17.5%
Wayne County, Indiana, Foundation, Inc.
www.WayneCountyFoundation.org
The Wayne County, Indiana, Foundation, Inc.
exists to foster and encourage private philanthropic giving,
to enhance the spirit of community and to improve
the quality of life in the Wayne County, Indiana, area
now and for future generations.
Confirmed in compliance with the National
Standards for US Community Foundations
WAYNE
COUNTY
FOUNDATION
33 South Seventh Street
Richmond, Indiana 47374 . 765.962.1638
www.waynecountyfoundation.org
The Wayne County Foundation was
reconfirmed in compliance with National
Standards for U.S. Community FoundationsTM
in 2012. These standards – and the rigorous,
voluntary process for demonstrating
compliance – help community foundations
establish legal, ethical and effective operating
practices with respect to transparency,
accountability, and the highest levels of
financial responsibility.
Follow us on:
Design and Production:
Jenie Lahmann, InSitesDesign.com
Photography:
Jane Holman, HolmanPhotos.com

2012 - Wayne County Foundation

Transcription

Similar documents

Funeral Services For Mrs. Jennie Thompson are rteld

2010 Part 2

CNTEAEDITION2Newsletter - Colts Neck Township Education

Vocational Scholarship Program

January News: School News: Welcome back

ComQuest Reports - ComQuest Academy Charter High School

Longhorn New s

rampion headquarters

Parent Meeting Handout - Green Room

Important Dates First in Math - Clark