2006 Annual Report

Transcription

2006 Annual Report

T h e P OW E R of Ph i l a n t h ropy
T h e C olu m bus F ou n dat ion
Annual Report 2006
The Columbus Foundation
1234 East Broad Street
Columbus, Ohio 43205-1453
tel 614/251-4000
fax 614/251-4009
www.columbusfoundation.org
The
P OW E R
of
Phil a nthropy
The Columbus Foundation Annual Report 2006
6
2006 Year in Review
9 Donor Stories
21Nonprofit Stories
30 Funds Established During 2006
52 Financial Summary
55 Governing Committee
Special thanks to the following organizations
for making the photography essay possible:
Columbus Metropolitan Library, pg. 2
Serenity Street Foundation, Serenity Street Cafe, pg. 4
Battelle Darby Creek Metro Park, pg. 18
City of Columbus, Bicentennial Park, pg. 28
LifeCare Alliance, pg. 48
BalletMet Momentum, 50
C r e d i ts
Carol Harmon, George Felton, Amanda Keiffer, Amy
Vick, editorial; Base Art Co., design; George Anderson,
Kevin Fitzsimons (color imagery), Greg Sailor (vignettes),
Rycus & Associates (Governing Committee and vignette),
photography.
Printed on environmentally friendly paper manufactured
from managed forest pulp
Copyright © 2007
“Remember that everyone’s life is measured
by the power that individual has to make the world
better—this is all life is.”—Booker
is.”—Booker T. Washington
The power of philanthropy,
like any strength, depends on
how well you use it.
You transform lives, hearts, minds, and souls by investing in the causes you care about.
You transform them even more powerfully when your giving is guided by insight and
efficiency, when it is brought to bear in specific, thoughtful ways. Place power on a point,
and watch it move the earth.
The Columbus Foundation exists to be your lever, to help you find the best possible
way to apply your passion, to make the most of your gift of time, talent, or treasure.
Together, we strengthen and improve our community
through the most effective philanthropy possible.
T h e p ow e r o f ph i l a n t h ro py
a n d E D U CA T ION
Gi v e s e v e ry C h i l d
the ch a nce to
cha nge
t h e wo r l d
a n d S OCIAL S ER V ICE S
IS SO M EON e ’ S
HOPE
A F TE R A ST R U G G LE
A m e s s ag e from our C h a i rm a n
a n d Pr e s i de n t a n d C EO
Dear
Friends,
The power of philanthropy—your philanthropy—
is visible every day throughout our community.
You see it in downtown development, the
nurturing of green spaces and of children’s minds,
the local community theatre, and in the soup
kitchens and homeless shelters. It is visible in your
neighborhood, across the state, and even reaching
across the country. And during
2006 the thoughtful generosity
of Columbus Foundation donors
was more powerful than ever.
Of course we are proud of
the statistics: we had a recordbreaking year, with an extraordinary 58 percent increase in gifts;
the first time in our history more
than $100 million in gifts was
received in a single year, with a
total of $107 million contributed
to new and existing funds and
6
T he Columbus Foundation | 20 0 6 Annual Report
foundations; grants to the community increased by
16.8 percent as we awarded more than $72.4 million to nonprofits; and another first—we awarded
more than $1 million in scholarship grants.
We realize, however, that these achievements
are a direct reflection of your generosity and
dedication to championing the causes in our community that are important to
you. You are providing crucial
support to hundreds of nonprofit organizations throughout
central Ohio. And in doing so,
you inspire others to become active participants in our community—sharing their time, talent,
and financial support. The act of
giving unites us and makes our
community, and the people in
it, stronger. This momentum and
contagious desire to be aware,
engaged, and making a difference, represents the
true power of philanthropy.
The Columbus Foundation is here as a trusted
advisor to facilitate and empower your philanthropy by offering community knowledge and
expertise in all areas of giving. In 2006, you seized
the opportunities we presented to learn more
about philanthropic issues, community needs, and
ways to maximize the value of your charitable dollars through shared investment with The Columbus
Foundation and other donors.
Our 12 Your Philanthropy programs in 2006
were attended by 350 donors and our new publication, A Call to Action, which featured compelling
nonprofit programs in need of funding was a bona
fide success, all thanks to your commitment to the
vision of helping others in need.
One great example of the Foundation and its
donors working together in 2006 was the Benefit Bank project. Contributions from Columbus
Foundation donors were combined with some of
the unrestricted assets of the Foundation to raise
$214,500 to bring the Benefit Bank to Ohio. This
program allows the working poor to gain access to
funds to which they are entitled for their families,
but previously either didn’t know how to get access
to or often had to settle for paying enormous fees
to the neighborhood predatory lender. Thanks to
our shared investment in this critical need, there
are now 24 nonprofit sites in central Ohio using The
Benefit Bank to help neighborhood families and
individuals achieve greater stability, and the Governor has established an office to help this program
expand statewide.
The Columbus Foundation family of funds
and foundations now totals 1,579 funds and 29
supporting foundations, as well as one affiliate,
Community Foundations, Inc., which serves
communities outside of central Ohio. The majority
of giving, 67 percent, comes from living donors
who are actively engaged in their giving,
allowing them the opportunity to dedicate funds
to nonprofits and see the benefits firsthand.
Moving forward, we remain firmly committed
to our Strategy Map, adopted in 2005. Our
focus on serving our clients has prompted
us to develop a new online resource for
donors and nonprofits, PowerPhilanthropy.
PowerPhilanthropy will launch in early 2008 and
provide a comprehensive view of hundreds of
nonprofit organizations. This tool will also allow
donors 24/7 access to their donor advised funds.
Learn more about this resource by reading the
interview with Vice President for Community
Resource and Grants Management Lisa
Schweitzer Courtice featured on the insert that
accompanies this report.
The accomplishments of 2006 were also a
direct result of the experienced and dedicated
staff, volunteers, donors, and invaluable members
of our Governing Committee. In particular we
would like to thank Ann Pizzuti, who finished
her term of service in 2006, after serving as vice
chairman.
As we approach a major milestone in The
Columbus Foundation history, surpassing the
$1 billion mark in assets in 2007, we acknowledge
the contributions of the many individuals,
families, nonprofits, and companies who have
shaped our organization. We are honored to have
earned your trust as your philanthropic partner
and advisor and to provide you with resources
and up-to-date information on the needs of the
community.
Ann Isaly Wolfe
Chairman
Douglas F. Kridler
President and CEO
7
$1 million
amount of scholarship grants awarded to 660 students
#9
asset ranking among 670 community foundations in the nation
14 Columbus Foundation officers
from Community Research, Donor Services, and
Supporting Foundations serving donors and
connecting them with nonprofit programs and organizations
8
“Never doubt that a small group of thoughtful,
committed citizens can change the world. Indeed, it
is the only thing that ever has.” —Margaret Mead
You are your power
to do good.
There are those who complain about the state of the world, those who resign themselves
to it, and those—like you—who know that in each of us is the power to do something
about it. And in 2006, your generosity reached new heights with record-breaking gifts
and grants. You attended more events, asked more questions, and sought out more
information about causes, issues, and nonprofits than ever before—extending both the
scope and the focus of your philanthropy.
When you give to causes about which you care deeply, you not only help those causes,
you inspire other people by your example. You encourage them to give, and you create a
legacy in many ways more lasting, and more significant, than that of your other successes.
9
Larry H. and Donna A.
James Fund
Donna and Larry James share a true passion for giving. As civic leaders, they proudly support programs that strengthen
and uplift the community. As individuals who are hands-on with their philanthropic decisions, they assess what best aligns
with their emotional, cultural, and human dignity perspectives. Through their fund, the Jameses hope to become role
models for others by supporting diverse organizations and causes.
10
Kaira Sturdivant Rouda
and Harley E. Rouda, Jr.
Family Fund
Kaira and Harley Rouda, Jr. have been active philanthropists for years. Now the couple also focuses on running a
successful real estate conglomerate and raising their four children. Recent discussions with their kids about philanthropy
prompted Kaira and Harley to evaluate how to educate and involve the children in their giving. Through their donor
advised fund, they plan to make philanthropy a family affair—teaching their children about the many ways to give back
and making decisions together to support causes they are all passionate about.
11
Diamond Hill
Investments Charitable
Foundation Fund
Diamond Hill Investments recognizes and embraces the opportunity to give back to the community in which its clients
and employees live and work. Through its fund, Diamond Hill hopes to positively affect the community in ways that reflect
the passions of people they interact with on a daily basis. :: Richard Moore, portfolio manager, has been involved in Habitat
for Humanity for decades. Through Diamond Hill’s matching program, which matches up to $1,000 per year per employee
for qualifying programs, Richard is able to offer even greater support to an organization he is deeply rooted in.
12
Kenneth L. and Marilyn
M. Sprengel Fund
Success is defined in many ways. Marilyn and Kenneth Sprengel have both found great success in their careers and their
marriage of nearly 60 years. But to them, supporting organizations they care about is their greatest accomplishment. It is
important to them to know that their philanthropic legacy will live on and to lay the groundwork for their enduring generosity now. By creating this fund, the Sprengels plan to support their favorite causes in the areas of healthcare, religion,
education, and the arts.
13
MAP Furniture
Bank Fund
On an average day, 15 families will find couches, beds, tables, and chairs—all elements needed to make a house a home—at
a warehouse on Columbus’ west side. This warehouse belongs to MAP Furniture Bank, an organization that helps individuals and families who can afford to keep a roof over their head, yet cannot afford the basic essentials to furnish it. MAP relies
on donations from individual residents as well as community corporations and organizations to help meet this growing
community need. In 2006, 3,500 families’ houses were made homes through MAP’s services, and more than 46,000 items
were donated. By creating an organization endowment fund, MAP is setting aside resources to address its future needs.
14
Corporal Kevin
William Prince Memorial
Scholarship Fund
When you ask Corporal Kevin Prince’s family to describe him, one word resonates: loyal. To his family, his friends, and
especially his fellow soldiers, Kevin was steadfast. He stuck up for everyone, and he was a man of his word. A video-game
guru with a lifelong love of soccer, Kevin was in Iraq only three months before he was killed by an improvised explosive
device in Iskandariyah on April 23, 2005. He was 22. The Corporal Kevin William Prince Memorial Scholarship Fund
was established to fulfill one of Kevin’s lifelong dreams: a college degree. The fund will be used to provide scholarships for
students of Jonathan Alder High School, his alma mater.
15
Paul G. Duke Foundation
Operating Income Fund
for Clear Creek Farm
When Paul G. Duke founded Clear Creek Farm in 1983 his goal was simple—“to save just one child.” More than 27 years
later, the residential facility he created in Sidney, Ohio, to provide a loving home in which children can develop, has been a
champion for 114 children. Pat Robinson, Paul’s daughter, says her Dad would be so proud. “Dad always said that if there
was a need, it should be the children first,” she explained. :: Clear Creek stresses a family-style environment, with house
parents living full time with children, ranging in ages from 6–18. This fund and another to support capital improvements
at Clear Creek will provide resources for major improvements at the facility.
16
46%
portion of new funds that were donor advised funds
$26.7 Million
Total grants paid by the 29 supporting foundations
affiliated with the Foundations
$107,000,000
amount of gifts made to new and existing funds and foundations
17
a n d C o n s e r va t i o n
P r e s e rv e s
o ur c o mmu n i t y ’ s
N at ur a l R e s o urc e s ,
T e ac h e s
O t h e r s t h e i r va l u e
$72.3
million
amount of grants paid to 6,582 nonprofit organizations
755 nonprofit grant proposals
24
reviewed by Community Research and Grants Management
number of nonprofits sites
helping central Ohioans qualify for benefits thanks to The Benefit Bank
20
“We are responsible for the world in which we find
ourselves, if only because we are the only sentient
force which can change it.”—James
it.”—James Baldwin
To give, all you
have to do is remember.
A community isn’t just a place or a collection of people; it’s a source of kinship and
identity. It’s a living thing. You have become who you are because of the communities
in your life. They have shaped you, as they shape us all. You repay their gift when you
nourish and improve the communities around you now, sustaining their strengths,
advancing their causes.
No one knows the communities of central Ohio—their problems, their needs,
their opportunities—better than The Columbus Foundation. Let our expertise, our
ability to pinpoint your giving, help you make a greater difference for the people and
places you love.
21
Columbus Housing
Partnership
With Ohio leading the nation last year in residential home foreclosures, it isn’t surprising that nonprofit organizations like
Columbus Housing Partnership (CHP) have seen the need for their services increase exponentially. :: CHP’s approach
involves infiltrating communities where foreclosure is becoming a crisis and increasing awareness of free homebuyer
education classes and foreclosure prevention services. CHP also buys homes in foreclosure, renovates them, and sells them
to keep neighborhood values from plummeting. :: A string of unexpected events led Addie Coleman to get behind in her
mortgage payments. Thanks to CHP’s Columbus Foreclosure Prevention Initiative, Addie and her son are able to stay in
their home. :: The Columbus Foundation supported CHP with a $26,500 grant in 2006 to operate this initiative.
22
Grange Insurance
Audubon Center
While downtown Columbus conjures up words like growth, culture, business, and diversity, the Grange Insurance Audubon
Center signifies something truly unique: an oasis. Nestled on the Whittier Peninsula, along the east bank of the Scioto
River, the 12,000 square foot facility situated on five acres will provide hands-on teaching of environmental concepts to
children and adults alike. It will encourage residents of all socio-economic backgrounds to appreciate and embrace nature.
:: In 2006, a Columbus Foundation capital grant of $500,000 was awarded to Audubon Ohio to help take the project one
step closer to its campaign goal.
23
Maryhaven
How do substance abuse and behavioral illness affect our communities? Our schools? Our taxes? :: As central Ohio’s oldest
and most comprehensive provider of addiction recovery and behavioral health services, Maryhaven is looking for answers
to these questions. Two research projects will provide insight: one is aimed at measuring the cost of programs offered
for adults in terms of other community costs, such as emergency care; the other will measure the outcome and success
of residential treatment for adolescents. :: A Columbus Foundation grant of $65,000 was awarded in 2006 to support the
projects. Maryhaven was recognized with the 2006 Columbus Foundation Award for making a difference in the quality of
life of the people of central Ohio.
24
Children’s Hospital
There are few things as life altering as becoming a mother. Yet women in our community experience pregnancy and birth
without critical information needed to ensure their health and the well being of their child. :: The Center for Child and
Family Advocacy recognized these issues and implemented the Nurse-Family Partnership (NFP) program, a national program developed to improve prenatal health, decrease maternal depression, and improve children’s physical and emotional
health. Nurses provide home visits once a week for up to three years. :: Brianne, a first-time mother, says the program
helped her in so many ways by introducing her to the basics of parenting. :: In 2006, grants of $125,000 from The Columbus
Foundation and $500,000 from CenBen USA Health Care Foundation supported the program in Franklin County.
25
The Benefit Bank
The Benefit Bank is a web-based tool developed to help individuals and communities battle poverty, and win. Every year,
more than $1 billion in public benefits goes unclaimed in Ohio. Why? Because people either don’t know the services
exist, don’t think they qualify, or simply don’t know where to start. The Benefit Bank’s trained counselors reach out to the
low-income individuals and families in the places they work, live, play, and worship. :: The program allows individuals to
work with one representative to create economic opportunities for their families through tax credits, food stamps, medical
benefits, and more. :: The Benefit Bank was introduced as A Critical Need Alert by The Columbus Foundation in 2006.
$114,500 in gifts were matched by The Columbus Foundation, bringing total support for The Benefit Bank to $214,500.
26
Chamber Music
Columbus
In 1947, a recent high school graduate organized an impromptu concert for a visiting string quartet. The response was
well received, so he seized the opportunity and put together a series of concerts. Sixty years later, the concerts continue.
:: Chamber Music Columbus (formerly Prestige Concerts, Inc. and later Columbus Chamber Music Society) is a labor
of love. With an all volunteer base, and a board of directors who participate extensively in the contracts and booking of
world-renowned talent, the organization strives to share its love for the intimacy of chamber music. :: For more than ten
years, The Columbus Foundation has supported Chamber Music Columbus with general operating support through the
Community Arts Program.
27
a n d U r b a n A f fa i r s
C r e at e s a c i t y t h at
Emb r a c e s
e v e ry r h y t h m ,
Ev e ryo n e
Funds Established During 2006
THE COLUMBUS FOUNDATION Funds
Established During 2006
was a former history professor at Denison University.
He passed away in 1953. Harriet passed away in 2004
at age 91.
Unrestricted Funds
Donors can address the community’s greatest needs
through these funds. Created by visionary philanthropists who want to support the community beyond
their own lifetimes, these funds allow the Foundation
to address community needs as they emerge.
2006 Unrestricted funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Total Unrestricted Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Market value of Unrestricted Funds….. . . . . . . . . . . . . $147,786,667
as of December 31, 2006
Market value range. . . . . . . . . . . . . . . . . . . . . . $10,000 to $24,418,195
Lois S. and H. Roy Chope
Lois Sherman Chope was a generous volunteer and
leader with numerous community organizations
including the Opera Columbus, Columbus Museum
of Art, and the Columbus Symphony Orchestra. A
graduate of Bryn Mawr College, she died in 2001.
Henry Roy Chope, who died in 1985, was a scientist
and industrialist with degrees from The Ohio State
University, California Institute of Technology, and
Harvard University. He held 65 patents in electronics, nuclear energy, and instrumentation. Roy was a
member of the U.S. Atomic Energy Commission, a
WWII veteran, and an active volunteer with numerous local and national organizations. In 1950, Roy and
his brother, Wilbert, founded Industrial Nucleonics
Corporation, pursuing the first peacetime application of nucleonics for industry. The Chopes’ generous
involvement with The Columbus Foundation dates
back to 1970.
Harriet D. Lattimer
Harriet Lattimer created this fund through a bequest.
Harriet served as a library assistant for 28 years at the
William Howard Doane Library at Denison University. A longtime resident of Granville, she was a
member of the First Baptist Church, and Kappa Alpha
Theta sorority. Her husband, David Williams Lattimer,
Arthur W. and Tess Snyder Moore
Arthur Moore created this fund
on behalf of himself and his wife,
Tess, through a bequest. Arthur
was a staff attorney for the Ohio
Department of Taxation for
more than 30 years and a solo
practitioner for five years. A graduate of Mt. Union
College and Capital University Law School, he also
held numerous positions in the North Columbus
Civitan Club. A lifelong resident of Columbus, Arthur
passed away in 2005 at age 84.
Field of Interest Funds
This fund option allows donors to make contributions to specific fields of interest that have meaning to
them. This may include support for multiple areas of
interest, such as the elderly, healthcare, the arts, or a
specific geographic area.
2006 Field of Interest Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Total Field of Interest Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Market value of Field of Interest Funds ….. . . . . . . . . . . $76,910,579
Market value range. . . . . . . . . . . . . . . . . . . . . . $10,000 to $10,425,234
Baker Education & Economic Development
Fund for Monroe County
This fund was established by
John and Lois Baker to serve as a
tool for providing economic and
education support to Monroe
County. They are giving back
to the community with an
Economic Development Fund for the county that
exists today and can be added to by family or friends
as they desire. John and Lois, lifelong residents of
Lewisville, started Baker & Sons Equipment Co. (a
31
Field of Interest Funds (continued)
family-owned business) in 1958. They have two sons
and a daughter, who along with a son-in-law, are also
involved in the family business, which has grown
over the years to include sales, parts, and service of
new and used forestry, land clearing, and agricultural
equipment sold in the tri-state area. John has been a
member of the United Methodist Church, Masonic
Lodge, Aladdin Shrine, V.F.W., American Legion,
Farm Bureau, charter member of the Lewisville
Community Volunteer Fire Department, and active
member and director of Ohio Michigan Equipment
Dealers Association (OMEDA). Lois is involved with
the church, OMEDA, and other community projects.
The Benefit Bank Initiative
This fund supports The
Columbus Foundation’s Critical
Need Alert for The Benefit Bank.
The Benefit Bank, an Internet
counselor-advised system that
connects low-income working
individuals and families with resources, is a critical
tool for many of the community’s working poor.
This fund is used to receive and grant funds for The
Benefit Bank. Services include processing federal
and state tax returns as well as a range of publicly
sponsored benefits.
C. Susan Butler
This fund was created to assist unwed mothers in
carrying their pregnancies to term. Support services
include medical care, psychological care, and housing
support. Miss Butler graduated from The Ohio State
University and worked as a design architect for the
Bureau of Employment Services in Columbus. She
passed away in 2005.
Anna E. Clarke
Anna Clarke, a lifelong Columbus resident, was an
active community volunteer and longtime member of
King Avenue United Methodist Church. She enjoyed
traveling. Anna died in 2005. She established this fund
to support the homeless and hungry.
32
CTA Career Mentorship Project for
the Deaf and Hard-of-Hearing Youth
This A Call to Action by The Columbus Foundation
highlights the Career Mentorship Project, an
organization dedicated to enlightening the minds of
local seventh and eight grade students. The program,
created by the Deaf Services Center, is supported
by The Columbus Foundation and the Columbus
Hearing Impaired Program. Deaf or hearing-impaired
students will be introduced to the wide range of career
choices available to them through field trips and
presentations from area professionals.
CTA Columbus Area Writing Project
This fund was created through A Call to Action to
provide support for an afterschool program focused
on helping youngsters in central Ohio become better
writers. During the program, teachers evaluate students’ writing and assist them with setting individual
goals for success. The program was launched with
support from Fifth Third Bank, the expertise of educators at The Ohio State University, and the dedication
of local teachers.
Mary Nancy Davis Memorial
Mary Nancy Davis possessed a lifelong love of the
arts. A graduate of The Ohio State University with
a degree in fine arts, she spent more than 30 years
at F&R Lazarus Company, ultimately serving as
director, fashion merchandising. After she retired in
1976, Mary focused on her philanthropic activities,
supporting causes including Kappa Kappa Gamma,
and the historic costume collection at The Ohio
State University as well as the Columbus Symphony
Orchestra and First Community Church. This fund
will be used to support childcare, children’s health,
and youth education issues. During her lifetime, she
established the Mary Nancy Davis Scholarship Fund.
Mary died in 2005 at age 84.
The C. Charleen Hinson Fund of
The New Albany Foundation
C. Charleen Hinson established this fund to support,
promote, and implement education and cultural pro-
gramming at the Jeanne B. McCoy Community Center for the Arts in New Albany. As a longtime resident
of New Albany, Charleen shows her continued commitment to her community with this fund and further
demonstrates her passion for providing arts and cultural programming, especially for children. Charleen,
the wife of the late Charles Hinson, is mother to six
children and grandmother to ten grandchildren.
Walter Knapp
Created through a bequest, this fund will support
services for the hungry and homelessness in central Ohio. Walter was a graduate of The Ohio State
University and Harvard Business School. He retired
from True Value Hardware, where he worked as a field
representative. During his later years, he remained
active with The Columbus Maennerchor, Swiss Club,
and Buckeye Lake Yacht Club. Walter passed away in
2005 at age 94.
Ohio State Parks Legacy Foundation
The Ohio State Parks Legacy Foundation was created
because of the need for additional funding to support
programs for Ohio’s 74-park system. Donations to the
foundation will be used to provide matching grants to
friends and support groups working within the parks.
RIA Safe Haven for Pets
This fund was established to
support the Resources in Action
program of The Columbus Foundation. Safe Haven for Pets is a
new program created to provide
foster care for the pets of women
leaving abusive situations. This program is a collaborative effort of PAWS (People and Animal Welfare
League), the Ohio Reformatory for Women, and the
Capital Area Humane Society. The City of Columbus
and Cleveland-based Kenneth Scott Charitable Trust
also serve as supporters.
Helen W. Wildermuth Fund for Drama & Music
Helen Wildermuth established this fund through her
estate to promote the arts in central Ohio, with an
emphasis on drama and music. A graduate of Ohio
Wesleyan University, Helen was actively involved in
various clubs and organizations. A passionate volunteer throughout her life, she served the Red Cross,
Riverside Methodist Hospital, WOSU, Children’s
Hospital, and Central Ohio Radio Reading Service.
Helen also excelled professionally. Helen passed away
in March 2006 at age 95.
Ed and Mary Jane Overmeyer Fund in support
of Upper Arlington Community Foundation
Ed and Mary Jane created this fund to support the
Upper Arlington Community Foundation, where Ed
serves as chair of the advisory board. Active members
of the community, Ed and Mary Jane participate in
various civic and social organizations.
DESIGNATED FUNDS
Reese-Peters House
Philip R. Peters, Jr. established this fund to provide for
the maintenance of the historic Reese-Peters House
in Lancaster, Ohio. Grants will be made to the charity
occupying and maintaining the house. Currently, the
Decorative Arts Center of Ohio operates in the house.
Mr. Peters, who spent time in the house with his
grandparents, now resides in Los Angeles.
Market value range…. . . . . . . . . . . . . . . . . . $10,000 to $130,895,845
Donors support specific charitable organizations that
they identify to receive grants.
2006 Designated Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Total Designated Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Market value of Designated Funds …. . . . . . . . . . . . . . $156,893,099
Bernadine Bauman
Bernadine is a retired librarian from the Columbus
Public Schools. She is a graduate of Ohio Dominican
University. This fund was created through a gift of life
insurance to ensure continued support of numerous
favorite causes, including 11 Catholic-based charities.
33
Designated Funds (continued)
Paul G. Duke Foundation Operating
Income Fund for Clear Creek Farm
This fund was created to support
Clear Creek Farm, a residential
facility in Sidney, Ohio. The
mission of Clear Creek Farm
is to provide a loving home for
children to develop spiritually,
physically, mentally, and morally as part of a caring
family. Clear Creek opened its first home in 1983,
followed by a second in 1987. The facility groups
residents, ages 6 to 18, with a married couple and
encourages them to participate as a family unit. Paul
G. Duke, one of the founders of ChemLawn, died in
1991. His philanthropic efforts continue to support
numerous services throughout the state of Ohio.
Grace English Fund for Catholic Charities
Anne Johnston Ficocella established this fund in
memory of Grace English (1882-1963), former director
of the Girls Recreation Department for the City of
Columbus. The fund will support Catholic Social
Services in the Columbus area. Anne retired from the
Bexley Public Library. She was a member of the Bexley
Activities Club, Bexley Women’s Club, Staccato Unit of
the Columbus Symphony Orchestra, and the St. Catharine Golden Age Club. Anne passed away in 2006 at
age 89. Her husband, Philip, had a career as a certified
public accountant. Philip died in 2002 at age 90.
Walter and Marian English Legacy
Society of COSI Endowment
This fund was created with a gift from the Walter and
Marian English Foundation, a supporting foundation
of The Columbus Foundation. It was established to
provide general support of COSI. A graduate of The
Ohio State University, Walter was a founding member
of COSI and served as president for 30 years. He also
served as president of the Walter English Company,
Wholesale Food Distributors. Both Walter and Marian
were very active in the community. Marian died in
1987. Walter died in 1998 at the age of 93.
34
Edward F. and Florence Hutchings
A dedicated conservationist, Edward Hutchings established this fund to allow Metro Parks to make land
acquisitions. Ed was director of Metro Parks for more
than 20 years. Florence graduated from The Ohio
State School of Nursing. They were married more than
55 years. Florence passed away in February 2005 at
age 79. Edward died in December 2005 at age 80.
ElDoris J. McFarland Charitable
This fund was established by ElDoris McFarland to
provide support to organizations of interest to her.
A 1953 graduate of Otterbein College, ElDoris is a
retired kindergarten teacher with Columbus Public
Schools. She was an active faculty representative for
the Columbus Education Association for many years,
and has been involved in Stonybrook United Methodist Church for more than 38 years.
Virginia Repair
Virginia Repair retired from the Defense Construction Supply Center. She chose to establish this fund
in support of the Broad Street Christian Church and
the Cat Welfare Association. Virginia was a resident of
Bexley and died in 2001 at age 90.
SCHOLARSHIP FUNDS
This fund type is used by donors to help students
achieve their educational goals through scholarships
or awards. Donors are involved by defining candidate
eligibility, selection, and award use.
2006 Scholarship Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Total Scholarship Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Market value of Scholarship Funds …. . . . . . . . . . . . . . . $50,163,256
Market value range…. . . . . . . . . . . . . . . . . . . $10,000 to $26,379,218
John and Lois Baker Scholarship
John and Lois Baker established this fund to provide
scholarships to a graduating senior or graduate of
Monroe Central High School or Swiss Hills Career
Center, with preference given to students planning
a career in forestry or agriculture. John and Lois,
lifelong residents of Lewisville, started Baker & Sons
Equipment Co. (a family-owned business) in 1958.
They have two sons and a daughter, who along with
a son-in-law, are also involved in the family business.
John has been a member of the United Methodist Church, Masonic Lodge, Aladdin Shrine, V.F.W.,
American Legion, Farm Bureau, Charter Member
of the Lewisville Community Volunteer Fire Department, and active member and director of Ohio
Michigan Equipment Dealers Association OMEDA.
Lois is involved with the church, OMEDA, and other
community projects.
Columbus Matrix Foundation Scholarship
The Columbus Matrix Foundation was established in
1991 by the Columbus Chapter of the Association for
Women in Communications as an avenue by which
to award scholarships to communications students.
This fund will further their efforts to give scholarships
to traditional and nontraditional students who attend
four-year colleges and universities.
Sallie E. Davis Scholarship Fund for
The Glenn School of Public Affairs
This scholarship fund was created to provide awards
to graduating seniors of Columbus Public Schools
who possess a strong interest in public service and
participate in The John Glenn Institute School of
Public Affairs Learning Community at The Ohio State
University. Sallie attended the University of Maryland
and is active in local organizations, including the
Women’s Board of the Columbus Museum of Art, and
Childhood League. This fund was established by a gift
from Sallie’s aunt, Mary Nancy Davis.
Eastmoor Alumni Scholarship
The Eastmoor High School class of 1968 established
this scholarship fund to give back to their alma mater.
The scholarship is open to all Eastmoor seniors.
Year 2007 awards memorialize deceased classmate
Rick Lech, who was killed in the Marshall University
football team plane crash. Scholarships awarded in
subsequent years will be in memory of other exemplary graduates.
Erin Marie Emerine Memorial Scholarship
This fund was created in memory
of Erin Marie Emerine, who
passed away in 2005 at age 25.
Erin was an intern for the Ohio
Legislature and also served as
Administrator of College Access Information for the Ohio Board of Regents. She
earned her bachelor’s degree summa cum laude from
Eastern Michigan University, and enjoyed reading,
sports, running, and traveling. She served six years
as a board member for Habitat for Humanity and
also supported numerous charitable interests in the
healthcare field. This fund will provide scholarships
for nontraditional students.
Jeff Faulkner Hilson, Jr. Memorial Scholarship
Created by Jeanne Rees Hilson in memory of her husband, Jeff Faulkner Hilson, Jr., this fund will support
scholarships at Columbus College of Art & Design
and Miami University. Jeff worked for AT&T for
many years and Jeanne retired from Columbus Public
Schools, where she was supervisor of the Gifted and
Talented program for grades K-12.
Jonathan Little Scholarship
This fund was established by friends to honor Madison, Wisconsin DJ Jonathan Whirry (aka Jonathan
Little), who spent 35 years in radio and still does
occasional guest appearances. As an owner, general
manager, operations manager, and program director
Jonathan guided dozens of people into careers in
broadcasting. Today, he serves as vice president of
sales for Troy Research in Columbus, Ohio. In addition, he also manages, produces, records, and consults
a small roster of musicians.
35
Scholarship Funds (continued)
Corporal Kevin William Prince
Memorial Scholarship
Kevin Prince is a hero in the eyes
of his family and friends. The
Mt. Gilead solder was killed on
April 23, 2005, at the age of 22
in Iskandariyah, Iraq. He was assigned to the 2nd Squadron, 11th
Armored Calvary Regiment, Fort Irwin, California.
Kevin will be remembered for his dry sense of humor
and generous spirit. It was his dream to return home
and attend college. His family and friends established
this fund to honor his memory and give others a gift
Kevin was never able to receive.
Everett Student of the Year Award from The Ohio
State University Electrical Engineering Department.
After attending Officer Training School at Maxwell
AFB, AL, he was commissioned in July 2003, and
then joined the Air Force Research Laboratory at
Wright-Patterson AFB. Matt earned a Meritorious
Service Medal for his outstanding non-combat service to the United States while at AFRL. He married
Alycia Wiseman in January 2005. Matt passed away
in June 2006 due to cancer. This scholarship fund will
benefit students from Carroll County and from the
College of Engineering at OSU.
ORGANIZATION ENDOWMENT FUNDS
Helen W. Wildermuth Scholarship
Helen W. Wildermuth established this fund to provide
scholarships to promising students in the areas of
drama and music. Helen graduated from Ohio Wesleyan University where she was involved in various
clubs and organizations. She worked at NBC in New
York, served as director of American Red Cross Clubs
in North Africa and Italy, and eventually retired from
the national staff of Girl Scouts of the USA. Helen
died in March 2006 at age 95.
Matthew T. Williams Memorial Scholarship
First Lieutenant Matthew T. Williams graduated from
Minerva (Ohio) High School and enlisted in the U.S.
Air Force. First in his class, Matt earned the John
Levitow Award, the highest honor bestowed during Airman Leadership School. Matt’s assignments
included Myrtle Beach AFB, SC; deployment to the
Bahamas; Patrick AFB, FL; Mountain Home AFB,
ID; deployment to Persian Gulf, Ghedi AFP, Italy;
and Wright-Patterson AFB, OH. He received the
NATO medal for operations in relations to the former
Yugoslavia. In addition, he completed his Associate
of Applied Science in Electronic Systems Technology
from the Community College of the Air Force. After
acceptance to the Airman Education and Commissioning Program in 1999, he received the 2001-2002
36
Nonprofit organizations and individuals create this
type of fund to protect the capital of the organization
and help it meet future needs. The fund can provide a
relatively constant source of income and demonstrate
security and long-term financial planning.
2006 Organization Endowment Funds . . . . . . . . . . . . . . . . . . . . . . . . 15
Total Organization Endowment Funds. . . . . . . . . . . . . . . . . . . . . . 225
Market value of Organization Endowment Funds …..$57,530,886
Market value range…. . . . . . . . . . . . . . . . . . . . .$10,000 to $5,142,030
American Motorcycle Heritage
Foundation—Motorcycle Hall of Fame
Museum Exhibition Endowment
The American Motorcycle Heritage Foundation
established this fund to support the development and
production of the nationally acclaimed exhibits at
the Motorcycle Hall of Fame Museum. The museum,
located in Pickerington, Ohio, features a variety of
exhibitions and galleries showcasing the history and
current popularity of motorcycling. The museum is
also the home of the Motorcycle Hall of Fame where
motorcycling legends are recognized for their amazing achievements.
Business Professionals of America Endowment
Business Professionals of America (BPA) is a national
organization of students preparing for careers in
business. The mission of BPA is to create a “worldclass” workforce through programs focusing on
academic, leadership, citizenship, and technological
skill development. Programs of BPA include a
Workplace Skills Assessment Program, and regional
and state conferences, as well as a National Leadership
Conference. The program is endorsed by 23 state
Departments of Education and the U.S. Department
of Education. There are 60,000 members in 2,300
chapters, with headquarters in Columbus, Ohio.
Chair in the Study of Religion and
Inter-Religious Relations in the Theological
Consortium of Greater Columbus
This endowment was established by the Theological
Consortium of Greater Columbus to launch the
funding of a permanent Chair in World Religions
and Inter-Religious Dialogue. The purpose of the
Chair is to educate people about the role of world
religions in this time and enhance the message of
religion’s positive contributions to global society.
The Theological Consortium was created in 1973 as
a collaborative effort between three Columbus area
seminaries—Methodist Theological School of Ohio,
Pontifical College Josephinum, and Trinity Lutheran
Seminary.
Charity Newsies
Since 1907, Charity Newsies has
been clothing the needy. With
more than 700 volunteers, the
nonprofit organization raises
funds in a variety of ways. One of
the most successful is the annual
newspaper drive, which takes place the second Saturday of every December. One hundred percent of the
funds raised by this event, as well as all donations to
this fund, are used to purchase and distribute new apparel to school children throughout Franklin County.
Columbus Gay Men’s Chorus Crescendo
The Columbus Gay Men’s Chorus was established
in 1990. The group was developed to foster greater
understanding and acceptance of gay men, lesbians,
bisexuals, and transgender people. The chorus is
open to all people regardless of vocal talent, musical
abilities, race, gender, age, physical abilities, sexual
orientation, or economic means. Members seek to live
their mission of “Voices Raised, Lives Changed.”
Community Shelter Board Endowment
Established in 1986, the Community Shelter Board
develops strategies to respond to the growing problem of homelessness in central Ohio. A recognized
establishment, the Community Shelter Board has
been identified nationwide as a pioneering partner in
helping to rebuild lives affected by homelessness. This
fund was created to provide ongoing support to the
board’s programs and services.
Paul G. Duke Foundation Capital
Improvements Fund for Clear Creek Farm
This fund was created to support and service Clear
Creek Farm, a residential facility in Sidney, Ohio. The
mission of Clear Creek Farm is to provide a loving
home for children to develop spiritually, emotionally,
physically, mentally, and morally as part of a caring
family. Clear Creek opened its first home in 1983,
followed by a second in 1987. The facility groups
residents, ages 6 to 18, with a married couple and
encourages them to participate as a family unit. Paul
G. Duke, one of the founders of ChemLawn, died in
1991. His philanthropic efforts continue to support
numerous services throughout the state of Ohio. This
fund is restricted to capital and major improvements
to Clear Creek Farm.
Gahanna Branch Endowment Fund for the
Columbus Metropolitan Library Foundation
This fund was established by the Columbus Metropolitan Library Foundation through a bequest. It will
be used to expand the library’s book collection. The
Gahanna Branch of the Columbus Metropolitan Li-
37
Organization Endowment Funds (continued)
brary, with a current collection of more than 143,000
volumes, first opened in 1969 and moved to its current
location in 1991.
Lutheran Social Services Hunger
Founded in 1912, Lutheran Social Services (LSS) is
dedicated to addressing the societal issues of hunger,
housing, healing, and hope. LSS operates four food
pantries, emergency shelters in both Franklin and
Fairfield counties, and numerous other services that
uplift families and strengthen communities. The
Hunger Fund was established to hold gifts in support
of its many efforts including addressing educational,
service distribution, and advocacy needs of the hungry.
MAP Furniture Bank
MAP Furniture Bank is a nonprofit organization dedicated
to providing free furniture to
families living below the poverty
line and struggling to furnish
their own home. MAP believes
that without help, their struggles are financially and
emotionally overwhelming and can even be life threatening. In 2006, MAP provided more than 46,000 furniture items to more than 3,400 central Ohio families.
Ohio Legal Assistance Foundation for
Recruitment of Lawyers in the Legal
Aid Delivery System
The Ohio Legal Assistance Foundation (OLAF) is
committed to equal access to justice and strives to
make certain that resources, programs, and services
exist statewide to serve the unmet civil legal needs of
low-income and impoverished Ohioans. The purpose
of this fund is to help support quality legal services
through strategies that attract and retain legal aid
lawyers. Each year, at least three Denis Murphy fellowships are funded through a national partnership with
Equal Justice Works. In addition, OLAF funds a lawyer
education loan repayment assistance program for legal
aid attorneys.
38
Shamrock Club Foundation
The Shamrock Club of Columbus, Inc. is a nonprofit
social organization founded to venerate the memory
of the patron Saint of Ireland and sponsor the annual
St. Patrick’s Day Parade in Columbus. For more than
70 years, the club has sponsored community events
geared towards all things Irish, including annual local
Irish festivals, and their Irish Family Reunion held
downtown each St. Patrick’s Day. This fund was established to fund scholarships and to support the club’s
Irish cultural activities.
St. Joseph Montessori Endowment
Founded in 1968, St. Joseph Montessori School
(SJMS) provides an exemplary education to central Ohio children ages three through eighth grade.
Guided by the widely respected “freedom with discipline” and “follow the child” educational philosophies
of Dr. Maria Montessori, SJMS provides a unique
self-directed and multi-sensory learning environment
that embraces and nurtures the individual interests, abilities, and talents of each child. There are no
admission criteria and, given the individually paced
learning environment, SJMS is an attractive option
for students with widely varying learning styles.
Students represent a broad variety of social, cultural,
economic, and religious backgrounds as well. This
fund provides for continuing financial support for the
school and for tuition assistance for students in need.
DONOR ADVISED FUNDS
Flexible and convenient, this is the number one fund
choice for many donors. With Donor Advised Funds,
the donor receives an immediate tax deduction when
they establish the fund, but can take their time in
selecting the charities to receive grants from the fund.
2006 Donor Advised Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Total Donor Advised Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 513
Market value of Donor Advised Funds ….. . . . . . . . . . $123,472,149
Market value range. . . . . . . . . . . . . . . . . . . . . . . $10,000 to $8,444,042
Bay Waveland Relief and Recovery
Hurricane Katrina devastated the
Mississippi coast in August 2005.
Columbus resident Janet Callison
established this fund with family
friends and neighbors to support
the relief and recovery efforts in
the community of Bay St. Louis, where her parents
reside. The fund supports rebuilding efforts, providing
major appliances, and support of volunteers to assist
in the area.
Bayshore Community Foundation
This fund, modeled after Columbus’ Easton Town
Center Fund, will support scholarship grants to neighboring high schools as well as corporate giving to the
local community. Bayshore Town Center is an openair retail center developed by Steiner & Associates in
Milwaukee, Wisconsin.
Ray and Nancy Bichimer
Married more than 50 years,
Ray and Nancy Bichimer both
graduated from The Ohio
State University. Ray, retired
president of the law firm Means,
Bichimer, Burkholder & Baker in
Columbus, now owns and operates commercial and
shopping center properties in Florida. He has served
on the Foundation’s Professional Council since 2000.
Ray is active on numerous law and retail councils, and
has lectured on federal taxation at Franklin University
and at several seminars. He was also the national
president of the Phi Kappa Tau Fraternity and is a
fellow in the American College of Trust and Estate
Counsel. Nancy is an active volunteer with the Christ
Child Society. Ray and Nancy have four children and
10 grandchildren.
Budros, Ruhlin & Roe
Since its inception as a fee-only advisory firm in 1979,
Budros, Ruhlin & Roe has helped clients achieve
financial security and success. Jim Budros, Peggy
Ruhlin, Daniel Roe, and John Schuman are principals
in the firm.
Kaye Callard and Bruce Woodmansee
Kaye is chairman emeritus and founder of The Callard
Company in New Albany. Bruce is President of The
Woodmansee Group, LLC, an international executive
search firm based in Columbus. Kaye and Bruce are
now residents of Bigfork, Montana.
Marion and Willie L. Causey Memorial
This fund was established as a memorial to Marion
and Willie L. Causey by their daughter, Mel L. Causey,
and their six grandchildren, Paige Fields, Thomas
Fields, Karen Causey, Jillian Causey, Justin CauseyBullock, and Keilah Causey. Marion Causey retired
from Continental Can, Inc. and established a legacy
for his family as a real estate entrepreneur. Willie L.
Causey retired from Defense Supply Center Columbus. She was a dedicated member of Mt. Olivet Baptist
Church in Columbus, where she taught Sunday school
and was affectionately known as “Queen Mother.” She
had a passion for local and foreign mission, served
as ministry leader for the clothing outreach ministry,
and maintained a telephone ministry of encouragement for anyone in need.
Columbus Public Schools Education Foundation
This fund was created with an initial grant from
Limited Brands Foundation to establish an education
foundation for Columbus Public Schools. The foundation is aimed at supporting innovative initiatives that
enhance student achievement and skill development,
while recognizing teacher excellence.
Jay and Meredith Crane Family
As 2005 recipients of the Great Communicators
Award by Columbus Speech and Hearing, giving
back to the community is something in which Jay and
Meredith Crane believe strongly. Jay is vice president
for investments at Crane Plastics Company. Meredith
is the founder of Deaf Initiatives, a nonprofit organi-
39
Donor Advised Funds (continued)
zation that helps deaf and hard-of-hearing children
reach their full potential. Jay and Meredith are both
involved in numerous community organizations and
causes. The Cranes are the parents of two children,
Jessica and Jameson III, and reside in Bexley.
Carlton and Lois Davis Endowment Fund for
Easter Seals Central and Southeast Ohio
This fund was created by Easter Seals Central and
Southeast Ohio in honor of Carlton and Lois Davis.
Supported by his dedicated wife, Lois, Carlton was
a longtime volunteer with Easter Seals, serving as a
board member for more than 20 years. He is remembered by family and friends as being an optimist with
a good sense of humor. Carlton and Lois, married
more than 56 years, are the parents of three daughters.
Carlton passed away in 2006 at age 85.
John R. and Vivian Witkind Davis Foundation
Vivian Witkind Davis, Ph.D., is president and CEO of
RJW Resources, Inc. The major portion of her career
has been in public policy research at The Ohio State
University. Jack is principal with Spectrum Capital
and a real-estate investor. Vivian and Jack reside in
Blacklick and are the parents of three children. Their
major philanthropic interests are in green energy,
education in public policy, women’s issues, and health,
particularly multiple sclerosis.
Diamond Hill Investments
Charitable Foundation
Diamond Hill Investments
established this fund to support
a meaningful charitable giving
program that helps align the
company and its shareholders’
interests with those of the
community in which the firm and many of its clients
live and work. Diamond Hill is a Columbus-based
firm that provides investment management services
to institutions and financial intermediaries seeking to
preserve and build wealth.
40
DiMarco Family Children’s Grief Program
Residents of Worthington, Ann and Tom DiMarco
created this fund with their children to support
HomeReach Hospice of Ohio Health, specifically the
Bereavement Services Children’s Grief Programs.
The DiMarcos hope this fund will further the reach,
so that more children in Columbus can benefit from
these valuable programs.
Lawrence L. German Family Foundation
A resident of Upper Arlington, Lawrence retired
from Battelle Memorial Institute as vice president,
Corporate Director-Human Resources. A dedicated
community leader, Lawrence has served as a trustee
of Ohio Commons Company, The Columbus
Association for the Preservation of the Southern
Theater, and as board chairman of BalletMet. Larry is
an active volunteer in the community, including at the
James Cancer Hospital. Larry married Phyllis Davis
in 1946, and they had two sons and a daughter. Phyllis
passed away in 1997 and their eldest son in 2005.
His daughter, Ellen Berndt, is also an advisor for this
family fund.
Nancy and Whitten Humphreys
This fund was established by Melanie and Todd Baker
in memory of Melanie’s parents. Todd and Melanie
are residents of Grandview and have two daughters.
Nancy and Whit Humphreys were longtime residents
of Upper Arlington. Nancy was a strong advocate of
architectural preservation and served as president
of the local historical society. She was also a staunch
supporter of the arts, volunteering with the Women’s
Association of the Columbus Symphony Orchestra,
BalletMet’s EnPointe group, and the women’s board
of the Columbus Museum of Art. She received the
Upper Arlington Rotary Woman of the Year for
Service Above Self award. Whit, a business broker
who held an MBA from Harvard University, was
active with the Central Ohio Hot Jazz Society and
the Harvard Business Club of Central Ohio.
Nancy passed away in 2005 and Whit in 2006. The
Humphreys have three daughters.
Frank A. and Melissa P. Ingwersen
Frank and Melissa Ingwersen are residents of Bexley. Frank is vice president at Ingwersen, Cartwright
& Co., and Melissa is president of JPMorgan Chase
Columbus. They have two children.
Irelan-Howe Family Foundation
Victor and Julia Irelan established this fund and are
involving their four children and their families in
grantmaking from the fund. Victor founded Dublin Building Systems. The family also operates DBS
Development Company, a development group with
projects throughout central Ohio.
Rita D. Isaly Family
Ann I. Wolfe and Richard A. Isaly III, family members
of Rita Isaly, established this fund as a memorial to
her. Rita was extremely active in the community, involved in such organizations as the Childhood League
Assistance Board II and the women’s sustaining board
of the Franklin Park Conservatory. She also was a very
generous supporter of Children’s Hospital. Rita was
involved on the board of directors of her family’s business, Beverage Management, Inc., for nearly 20 years.
Rita passed away in November 2005 at age 87.
Larry H. and Donna A. James
Larry and Donna James
established this fund to support
their various charitable interests.
Larry is an attorney with Crabbe,
Brown & James. He has served
on numerous boards, including
Columbus Museum of Art, Greater Columbus
Convention and Visitor’s Bureau, and currently
serves as president of the Martin Luther King, Jr. Arts
Complex Board. Donna is the managing director of
Lardon & Associates, a business advisory services
firm, and a corporate director of several Fortune 500
companies. She has received several business and
community honors, including an honorary doctorate
from Tiffin University and the 2004 Beta Gamma
Sigma Award for outstanding business achievement.
Donna currently serves as chair of the board for the
Center for Healthy Families. Larry and Donna reside
in downtown Columbus.
Joseph A. Jeffrey Jr. and Anne G. Jeffrey
Joe grew up in Bexley. Anne, known to friends and
family as Gibby, is from the Fredericksburg/Culpepper area of Virginia. Joe and Gibby are residents of
Gahanna. Gibby has four children and six grandchildren who live in Pennsylvania.
Michael and Karen Jones
Michael and Karen Jones have been working with The
Columbus Foundation since 2004 when Karen’s parents, Nancy and Tom Lurie, began a “matching program” to encourage and challenge their kids to engage
in their own personal philanthropic efforts. Michael is
a trained chef and restaurant consultant and Karen is
a creative arts therapist. They have a daughter, Della,
and reside in German Village. Their passions include
social services, healthcare, and the hungry.
Danny Joseph Longo Memorial
Dan and Anne Longo, with their children Maria,
Cindy, and John, established this fund in memory of
their son and brother, Daniel Joseph Longo, who died
in 1981 at age 11. Daniel’s family describes him as a
charismatic and charming boy, with a playful smile.
He had a passion for exercise, being a good classmate,
and making each day better than the last. He was an
inspiration for his teachers, friends, and coaches. The
Longo family has established this fund as an opportunity to share Danny’s gift of understanding what it is
to live in, and make the most of, the present moment.
Lutz Family Foundation
Steven and Debbie Lutz, lifelong Columbus residents,
founded Lutz Enterprises, Ltd., a real-estate development and investment company. Steve was formerly
involved in his own photography business and Debbie
previously held executive positions with Beverage
Management, Duffy Homes, and AEP. Both are very
active in community organizations, including the
41
Dublin A.M. Rotary and The Salvation Army. Steve
and Debbie are residents of Dublin and the parents of
two daughters. They intend the family foundation to
be a means of giving back to the community.
Stewart and Bernice Malquist
Stewart, a graduate of Purdue University, was employed by Adams-Barre Co. of Columbus for 22 years.
He was a First Lieutenant and B-25 bomber pilot in
the U.S. Army Air Force. Stewart served in the South
Pacific Theatre in WWII, where he completed 34 lowlevel strafing missions. He was the recipient of the Air
Medal with Clusters, the Presidential Unit Citation,
and the Philippine Liberation Medal. He was married
to Bernice Malquist, who died in 1995. Stewart died at
age 83 in March of 2006. Stewart’s longtime friend and
trustee, Jack Conner, will serve as fund advisor.
Robert S. Mills
This fund was created by Robert Mills to coordinate
his charitable giving. Robert is a graduate of the College of Wooster and served as a Presbyterian minister
in Homer, Illinois, outside of Champaign-Urbana,
before attending law school at the University of Illinois. He relocated with his wife, Kitty O. Locker, to
Columbus in 1985 when she accepted a position as an
English professor at The Ohio State University. Kitty
passed away in 2005, and Robert has since established
a scholarship fund at The Ohio State University in her
name. Robert, a resident of Worthington, is employed
at Ohio Legal Rights Service (OLRS), where for 10
years he served as an attorney. He now serves OLRS as
their network administrator.
Jacob and Florence Moses
James L. Moses, M.D., and his five siblings established this fund to honor their father and mother’s
contribution to the practice of ophthalmology. This
was originally established on the anniversary of Jacob
Moses’ 40 years in the private practice of ophthalmology. He subsequently contributed 18 more years to the
42
practice of ophthalmology. He died in 2003. The fund
was originally established to advance the field of ophthalmology through education and research efforts
and has been expanded to support other medical and
community philanthropic projects.
Lesley and Son Nguyen
Pathways of Hope Epcon Communities
Foundation
Epcon Communities, a developer of active adult,
ranch-style condominium communities, was founded
in 1986 by Philip Fankhauser and Ed Bacome. Since
then, the Dublin-based company has developed more
than 40 Epcon Communities in central Ohio. They
began franchising in 1995 and since that time have
expanded into 30 states and are one of the national
leaders in maintenance-free living.
L.J.S. Rispin Charitable
Lawrence W. Rispin established this fund on behalf of
himself and his two sisters, Jean D. Kile and Susan J.
Mezquita, to participate in charitable giving as a family. Lawrence is a resident of Acton, Massachusetts,
and Jean and Susan live in Ohio.
Cordelia Westwater Robinson
and Grant Morrow, III
Dr. Grant Morrow III is medical director of the
Columbus Children’s Research Institute and a
professor of pediatrics at The Ohio State University.
Grant began his work with Children’s Hospital in
1978 as medical director of the Hospital and chairman
of the department of pediatrics at The Ohio State
University. Dr. Morrow has two daughters. Cordelia’s
grandfather, Hugh E. Nesbitt, was a founding member
of The Columbus Foundation and her mother, Shirle
N. Westwater, was the second woman chair of the
Foundation’s Governing Committee in 1988. Cordelia
volunteers with numerous community organizations
and has one son.
Betsy and Bryan Ross
Betsy and Bryan have been working with the Columbus Foundation since 2004 when Betsy’s parents,
Nancy and Tom Lurie, began a “matching program” to
encourage and challenge their kids to engage in their
own philanthropic efforts. Her sisters also have funds
at the Foundation. Betsy and Bryan reside in Bexley
and have three children, Ben, Veronica, and Isabella.
Their passions include the arts and children.
Kaira Sturdivant Rouda and
Harley E. Rouda, Jr. Family
Harley is CEO and managing
partner and Kaira is chief
operating officer of Real Living,
the largest residential real estate
firm in the Midwest and the
fifth largest in the nation. Harley
speaks nationally on the real estate industry and in
2002 was named the Ernst & Young Entrepreneur
of the Year. Kaira, working as a consultant, created
the Real Living brand in 2000 and orchestrated its
launch in 2001 to become an award-winning brand.
Harley has served on boards of numerous for-profit
and nonprofit organizations. Kaira serves on boards
of many nonprofit organizations and has received
numerous awards for her civic service. Kaira founded
Make Room Columbus, the city’s first homeless
shelter for families. The Roudas are parents of four
children and reside in Upper Arlington.
Thomas E. Schoener
This fund was established by
Thomas Schoener to assist
in his charitable giving in
areas including conservation,
education, and health. Thomas
holds a degree in education from
The Ohio State University and a degree in chemistry
from Otterbein College. He has worked for nearly 35
years with Ashland, Inc. and is currently a principal
research chemist. In his free time, Thomas enjoys
motorcycle riding, music, and playing softball.
Shumate Triedstone Ministries
In lieu of wedding gifts, Reneé and Alex Shumate
established the Shumate Triedstone Ministries Fund
in honor of their October 2006 marriage. This fund
will assist Triedstone Baptist Church with its various
community outreach programs. Reneé is an information technology project management consultant for
Worthington Industries and is very involved in civic
and community activities. Reneé is also on the fundraising leadership committee for the James Cancer
Hospital Campaign for Life. Alex is managing partner
of Squire, Sanders, and Dempsey’s Columbus office
and serves on the board of trustees for The Ohio State
University. Alex is also a member of The Columbus
Foundation’s Professional Council. The Shumates
reside in Gahanna.
Eric C. and Nancy Bishop Smith Charitable Trust
Eric Smith is vice chairman of The Fishel Company.
A graduate of Brown University with an MBA from
the Wharton School of Finance, he has been active
with the Upper Arlington Rotary Foundation. Nancy
Smith is a graduate of American University and has
a Master’s of Audiology from Temple University. Eric
and Nancy reside in Upper Arlington.
Kenneth L. and Marilyn M. Sprengel
Ken and Marilyn both attended
Bowling Green State University,
with Ken attending Yale
University and the University
of Toledo as well. Ken served
as a V-5 Naval Aviation
Officers Trainee during WWII. He retired after 27
years as sales manager with AT&T. Marilyn was an
advertising manager at Kasco Mills in Toledo and
was a newsletter editor for three organizations in
Columbus. The Sprengels have been married more
than 57 years. They both are volunteers for the
American Red Cross and Holy Trinity Lutheran
Church, and reside in northwest Columbus.
43
George M. Waddell Cave Lake Leadership
George established this fund,
as well as a generous planned
gift, to support the leadership
of the Cave Lake area through
the Ohio-West Virginia YMCA.
Cave Lake’s 700 acres of rare
Ohio wilderness land near Latham in Pike County
is home to the YMCA’s new Center for Community
Leadership, a significant youth initiative. George is an
active elder, who resides in Mt Dora, Florida. He was
born in Greenfield, Ohio. He is a graduate of Culver
Military Academy and Rollins College in Winter Park,
Florida. George retired from The Waddell Co, Inc. in
Greenfield. The company manufactured showcases.
Woods Family
This fund was established with a gift from Virginia S.
Woods and her son, Alan, and daughter-in-law Ann
Alaia Woods. Alan has been a professor of theater
at The Ohio State University since 1972, where he
directs the Lawrence and Lee Institute. He received a
bachelor of arts degree from Columbia College and
his master’s degree and a doctorate degree from the
University of Southern California. Ann received a
bachelor of arts degree from Barnard College and a
doctorate in classical history from the University of
Southern California. She is a calligrapher and artist.
The Woods have one daughter.
Communit y Foundations, Inc.
Community Foundations, Inc. was established in 1987
to enable donors to support nonprofit organizations
primarily in the State of Ohio and beyond the central
Ohio region.
2006 Community Foundations, Inc. Funds . . . . . . . . . . . . . . . . . . . . . 9
Total Community Foundations, Inc. Funds. . . . . . . . . . . . . . . . . . . . . 99
Market value of Community . . . . . . . . . . . . . . . . . . . . . . . . $37,434,090
Foundations, Inc. Funds as of December 31, 2006
Market value range… . . . . . . . . . . . . . . . . . . . . $10,000 to $4,459,712
Field of Interest Funds
Michael Harrison Park Fund of the
Pickaway County Community Foundation
Mike Harrison was a key donor and founder of the
Pickaway County Community Foundation. A graduate of The Columbus Academy and Colgate University, Mike owned the Scioto Coca-Cola Bottling Company in Circleville. He was an active volunteer in the
Circleville community as a member of the Circleville
Rotary Club, The Pumpkin Show board of directors,
and the Circleville Athletic Hall of Fame. Mike died in
2004 at age 74. This fund will support development of
a new community park in Circleville.
Scherer Family Conservation Fund of the Pickaway
County Community Foundation
Bob and Peggy Scherer established this fund with
their three sons and their wives to create a tool to
support conservation activities in Pickaway County.
The fund will focus on providing support for shooting
sports, conservation, and preserving wildlife habitat.
The Scherers reside in Circleville.
Teays Valley Education Foundation Fund of
This fund was established to support the creation of
the Teays Valley Education Foundation. The Teays
Valley local school district is located in Pickaway
County. The district, rapidly growing and covering
more than 175 square miles, serves students from
three counties.
44
Westfall Education Foundation Fund of Pickaway
This fund was developed to enhance the educational
opportunities of the Westfall Local School District in
Williamsport by helping students and teachers reach
their potential. Goals for the foundation include
providing academic awareness, enriching curriculum,
supporting long-term capital needs, and administering scholarship awards to seniors and other students.
canal is maintained as an historical, educational, and
recreational area open to the public. This fund will
support continued work on developing the site into a
multi-recreational area.
Supporting Foundations
2006 Supporting Foundations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Total Supporting Foundations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Scholarship Funds
Thorndike Barnhart Memorial Scholarship Fund
of the Pickaway County Community Foundation
This fund was established in memory of Thorndike
Barnhart, longtime farmer and seed representative in
Pickaway County. Thorndike graduated from Logan
Elm High School and The Ohio State University with
a degree in agriculture. The fund will support students
who reside in Pickaway, Franklin, Ross, Madison,
Hocking, and Fayette counties.
William Krumnow Scholarship Fund of Sandusky
County Communities Foundation
Organization Endowment Funds
Pickaway Progress Fund of the Pickaway
This fund was established by the Pickaway Progress
Partnership, an organization that serves as the economic development arm for Pickaway County. The
partnership’s mission is to promote and market the
advantage of locating businesses in the county, as well
as facilitating retention efforts. This fund was established with a gift from the W.K. Kellogg Foundation.
Pickaway County Ohio Erie Canal Fund of the
In 1999, The Pickaway County Historical Society
and Genealogy Society acquired a 2.5-mile section
of the Ohio Erie Canal, an historical waterway that
stretches from Lake Erie to the Ohio River. The
Market value of all Supporting Foundations . . . . . . . $303,417,414
Twenty-nine Supporting Foundations are affiliated
with The Columbus Foundation and each makes a
unique contribution to the community. Supporting
Foundations usually have assets of $5 million or
more and offer many of the advantages of a private
foundation. Because of the relationship they have
with The Columbus Foundation, their benefits are
even greater. With professional management and
oversight of all aspects of the supporting foundations’
administrative, investment, and grantmaking
activities performed by The Columbus Foundation,
donors and their families can concentrate on their
individual philanthropic interests without worrying
about the details. In 2006, the Supporting Foundations
collectively paid over $26.7 million dollars in grants to
nonprofit organizations.
Supporting Foundations 2006
Anonymous (2)
Battelle Charities
CenBen USA Health Care Foundation
Columbus Youth Foundation
Community Gifts Foundation
William H. Davis, Dorothy M. Davis
and William C. Davis Foundation
Dominion Homes–Borror Family Foundation
Paul G. Duke Foundation
Walter and Marian English Foundation
The FG Foundation
45
Supporting Foundations (continued)
John B. and Dareth Gerlach Foundation
John J. and Pauline Gerlach Foundation
Greer Foundation
Hinson Family Trust
Ingram-White Castle Foundation
Kidd Family Foundation
Arthur and Sara Jo Kobacker, Alfred
and Ida Kobacker Foundation
Limited Brands Foundation
Marsh Family Foundation
Raymond E. Mason Foundation
John H. McConnell Foundation
Meuse Family Foundation
Moritz Family Foundation
Roush Family Foundation
James A. and Kathleen C. Rutherford Foundation
The Shackelford Family Foundation
Siemer Family Foundation
Robert F. Wolfe and Edgar T. Wolfe Foundation
The Legacy So ciet y
The Legacy Society recognizes those individuals who
have let the Foundation know that they plan to leave
a gift to the community through a bequest, trust, life
insurance policy, retirement plan, or charitable gift
annuity. Membership in the Legacy Society entitles
planned gift donors to ongoing information about the
Foundation’s activities, initiatives, and other news.
Anonymous (6)
Naomi J. Blodgett
Walter Thomas* and Estelle Hudson Brahm*
Anna E. Clarke*
Michelle A. Breuleux* and Wiley H. Clodfelder
Sallie E. Davis
Ann and Thomas J. DiMarco
Ruth Engelberg
Mildred F. Fox*
46
Glade H. Grable and Yvonne Bramner Grable
Megg Hukill
Ralph J. Johansmann, M.D.*
John G. and Zoe Johnstone
C.G. Jones
Natalie Kern*
Lyman L. Leathers
Thomas and Nancy Lurie
Larry E. Woods and Anita Meyer
John and Joanna Mitchell
Louis Mitchell
Arthur W. Moore*
Rev. Msgr. Richard W. Moyer
Deborah E. Naymick
James H. Olsen
Betty Phillian*
E. Jane Porter
David L. Rinker
Dick Smail
Jean Twombly Snook
Robert Stith*
C. William and Helen Swank
Mary Ann Trapp
Carolyn K.* and John C. Wilson
Charles and Barbara Zweiback
* deceased
$25,339
amount of the average gift received
51 NEW PLANNED GIFTS
documented with a total value of
$112.4 million
$979,000,000
amount of assets held in 1,569 charitable funds and 29 supporting foundations
47
a n d HEALT H
Pu ts
W e l l n e ss
W i t h i n E v e r yo n e ’ s R EAC H
a n d T HE AR T S
HELP S
U S SEE AND
CREAT E
BEAU TY
The Columbus Fou ndation Fina nci a l Summ a ry 20 06
Investment Performance
Overall for 2006, the Foundation experienced a
positive 11.7 percent return, and as a result, for the
last three years generated an average return of
nearly 9 percent. While the asset allocation does
vary by fund type, the Foundation’s overall asset
allocation at the end of 2006 was approximately 60
percent in equities and 40 percent in fixed income
and/or money market investment vehicles.
The Columbus Foundation and its Supporting
Foundations continue to embrace a long-term approach to investing, including maintaining conservative investment practices. Utilizing a longstanding balanced investment approach, particularly
over the past five years, has resulted in three- and
five-year returns at or above traditional benchmarks
such as the S&P 500 Index.
This consistent and conservative approach to
investing assets is fundamental to The Columbus Foundation’s overall investment philosophy.
Although the many financial institutions that hold
and invest Foundation assets provide prudent
and careful stewardship of the assets entrusted to
them, the Foundation’s Investment and Governing
committees also provide important guidance and
oversight.
During 2006, the Foundation’s new Investment
Committee embarked on a year-long review
of the Foundation’s investment and spending
policies. During this evaluation period, the
committee met several times with representatives
of the Foundation’s major investment managers.
With the committee’s help and the use of other
outside resources, a new asset allocation has
been formulated and will be implemented during
2007. As designed, the new policy will initially
52
cover permanently endowed funds and later will
be expanded to other Foundation fund types.
The committee’s ultimate goal is to develop an
appropriate asset allocation that reduces both
volatility and risk and also maintains the consistent
grantmaking ability, on an inflation-adjusted basis,
of the Foundation’s endowment.
Audit
The Foundation, adhering to the best practices of
the industry, continues to engage the services of
an independent public accounting firm to perform
an annual audit of the Foundation’s records and
financial statements. As a part of this review, the
public accounting firm also conducts a review of
the Foundation’s internal controls and reviews its
findings with an independent Audit Committee
comprised of at least one Foundation Governing
Committee member and two other accounting/
financial experts.
John Gerlach & Company has completed their
audit of both the calendar year 2006 financial
statements for The Columbus Foundation & Affiliated Organizations and the underlying supporting
records.
Copies of the comparative 2005 and 2006 audited
financial statements, including the independent
public accounting firm’s opinion, are available at
www.columbusfoundation.org, or may be obtained
by calling 614/251-4000.
Banks
Croghan Colonial Bank
Delaware County Bank & Trust
Fifth Third Bank
The Huntington National Bank
JP Morgan
KeyBank
National City Bank, Columbus
Park National Bank
G rants Paid by F ield
$72.3 Million
Health
18%
Education
34%
other Investment Agents
A.G. Edwards Asset Management
American Funds Group
Robert W. Baird & Co.
Budros Ruhlin & Roe
Columbus Investment Advisory, Inc.
Diamond Hill Capital Management, Inc.
Edward Jones
Ferris, Baker Watts, Incorporated*
First Manhattan Co.
Hamilton Capital Management
Lincoln Financial Group/
Steinhaus Financial Group
Mellon Private Wealth Management
Merrill Lynch
Morgan Stanley
Nationwide Securities, Inc.
Northern Trust Company*
Smith Barney, Inc.
Sweney Cartwright & Co.
UBS Financial Services, Inc.
Vanguard Family of Funds
Wachovia Securities
Zimmerman Wealth Management*
Social
Services
16%
Arts & Humanities
15%
Urban Affairs
5%
Conservation,
Philanthropy & Religion
12%
A ssets by F und T ype
$978.9 Million
Supporting
Foundations
30.8%
Donor Advised
14.0%
Designated
16.5%
Administrative
1.5%
Unrestricted
15.5%
Organization
Endowment
6.4%
Field of Interest
9.1%
Scholarship
6.3%
* Supporting Foundation investment agent
53
Financial Summary 2006 (continued)
G rowth of A ssets
(in millions)
Total $52.7
$124.9
$199.3
$362.1
$656.7
$978.9
$1200
$301.4
1000
800
$206.0
600
400
$75.5
$15.5
200
$10.4
0
$1.9
$50.8
$104.5
$183.8
$286.6
$450.7
$677.5
1981
1986
1991
1996
2001
2006
G rowth of gifts received
(in millions)
Total $43.2
$79.1
$172.3
$400
The Columbus Foundation &
Community Foundations, Inc.
G rowth of grants distributed
(in millions)
$372.3
$398.5
Total $103.4
$400
$116.9
350
350
300
300
250
250
200
$27.9
$59.9
$115.0
$246.9
$305.8
$101.9
$61.0
200
$41.7
150
150
$26.5
100
50
0
54
100
$2.7
$5.7
50
$1.4
$41.8
$76.4
$130.6
$255.4
$295.1
1982–1986
1987–1991
1992–1996
1997–2001
2002–2006
0
$0.9
$27.0
$54.2
$88.5
$185.9
$203.9
1982–1986
1987–1991
1992–1996
1997–2001
2002–2006
2 0 0 6 G ov e r n i n g C omm i t t e e
A Governing Committee of nine volunteers provides stewardship for The Columbus Foundation and its
charitable activities. These civic leaders were appointed to seven-year terms by the following authorities:
Greater Columbus Chamber of Commerce, Judge of Franklin County Probate Court, The Ohio State University, United Way of Central Ohio, and the Foundation’s Governing Committee.
Ann Isaly Wolfe
Ann Pizzuti
Tanny Crane
John B. Gerlach, Jr.
Archie M. Griffin
David R. Meuse
Leonard A. Schlesinger
Barbara Trueman
Frank Wobst
Chairman, Appointed by
Probate Court Judge
Appointed by Chairman of Greater
Columbus Chamber of Commerce
Appointed by
Governing Committee
Vice Chairman, Appointed
by Governing Committee
Appointed by President of
The Ohio State University
Appointed by United Way
of Central Ohio
Appointed by
Governing Committee
Appointed by
Trustees Committee
Appointed by
Governing Committee
55
108
4,093
number of new, unique funds created by donors
Number of gifts contributed to
The Columbus Foundation, Supporting Foundations, and our affiliate.
$782 million
in total grants awarded to the community since 1943
56
“To give away money is an easy matter and in any man’s
power. But to decide to whom to give it and how large
and when, and for what purpose and how, is neither in
every man’s power nor an easy matter.”—Aristotle
matter.”—Aristotle
How will you
make a difference?
By following your heart. How will you make the most difference? By letting us help.
When you work with The Columbus Foundation, you gain a partner committed to
bringing your philanthropy to life, to transforming your passions into results—just as
we have for the more than 1,600 individuals, families, businesses, and communities
who have created funds and foundations over our 63-year history.
The power of philanthropy—your power—is making a
difference every day, in significant and immeasurable ways.
57
T h e C olum bu s F ou n dat ion S ta ff
Of f i c e of t h e Pr e s i de n t
D on or S e rv i c e s a n d Dev e lop m e n t
Douglas F. Kridler
President and CEO
Renilda Marshall
Executive Secretary to
the President
Philip T. Schavone
Vice President for Donor Services
and Development
J. Bradley Britton, JD, LLM
Director of Planned Giving
and General Counsel
Sarah K. Cook
Donor Services Grants Assistant
Raquel M. Gober
Donor Services Assistant
Diane A. Higginbotham
Scholarship Administrator
Eric F. Jensen
Donor Services Research Associate
Lisa M. Jolley, JD
Director of Donor Services
and Development
Donna Jordan
Donor Services Assistant
Steven S. Moore
Associate Director for Donor
Relations and Regional Giving
Angela Parsons, JD
Donor Services and
Development Officer
Judy Renner
Executive Assistant for Donor
Services and Development
C ommu n i c at i on s a n d M a r k et i n g
Carol M. Harmon
Assistant Vice President and Director
of Communications and Marketing
Jeremy B. Sony
Communications and
Marketing Assistant
Amy K. Vick
Communications and
Marketing Senior Writer
C ommu n i t y R e s e a r c h a n d
G r a n ts M a nag e m e n t
Lisa Schweitzer Courtice, Ph.D.
Vice President for Community
Research and Grants Management
Nancy Fisher
Grants Manager
Sidney R. Hargro
Senior Community Research and
Grants Management and Strategy and
Organizational Learning Officer
Dottie L. Henderson
Executive Assistant for Community
Research and Grants Management
Joyce A. Ray
PowerPhilanthropy Manager
Emily Hunter Savors
Director of Community Research
and Grants Management
Dan A. Sharpe
Grants Assistant
Sandra R. Smith
Senior Community Research and
Grants Management Officer
58
F i na n c e a n d Adm i n i st r at i on
Raymond J. Biddiscombe, CPA
Vice President for Finance
and Administration
Christine S. Bohannan, CPA
Director of Finance for
Carey E. Dailey
Director of Network Services
Diana DaPore
Receptionist/Secretary
Amber J. Erickson
Staff Accountant
Gary Densmore
Support Services Associate
Peggy A. Frank, CPA
Senior Accountant
Donald P. Ludwig
Finance Associate
Barb McDaniel
Support Services Associate
Pamela S. Potts
Senior Accountant
Grace LaVonn Reil
Support Services Assistant
Becky Spohn
Support Services Manager
Pamela S. Straker
Director of Human Resources
Brenda Watts-Peelle
FoundationPower Coordinator
Su pp ort i n g F ou n d at i on s
Tamera Durrence
Assistant Vice President and
Director of Supporting Foundations
Tracey De Feyter
Supporting Foundations Assistant
Amy Fair
Associate Manager of
Heidi Trace
Records Assistant
6
2006 Year in Review
9 Donor Stories
21Nonprofit Stories
30 Funds Established During 2006
52 Financial Summary
55 Governing Committee
Special thanks to the following organizations
for making the photography essay possible:
Columbus Metropolitan Library, pg. 2
Serenity Street Foundation, Serenity Street Cafe, pg. 4
Battelle Darby Creek Metro Park, pg. 18
City of Columbus, Bicentennial Park, pg. 28
LifeCare Alliance, pg. 48
BalletMet Momentum, 50
C r e d i ts
Carol Harmon, George Felton, Amanda Keiffer, Amy
Vick, editorial; Base Art Co., design; George Anderson,
Kevin Fitzsimons (color imagery), Greg Sailor (vignettes),
Rycus & Associates (Governing Committee and vignette),
photography.
Printed on environmentally friendly paper manufactured
from managed forest pulp
Copyright © 2007
T h e P OW E R of Ph i l a n t h ropy
T h e C olu m bus F ou n dat ion
Annual Report 2006
1234 East Broad Street
Columbus, Ohio 43205-1453
tel 614/251-4000
fax 614/251-4009
www.columbusfoundation.org
The
P OW E R
of
Phil a nthropy
The Columbus Foundation Annual Report 2006

2006 Annual Report

Transcription

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