2009 CFO Annual Report - Community Foundation of the Ozarks

Transcription

In the news
Legacy society/6A • Humanitarian of the year /2A • Rural schools partnership /19A
Annual Report FY 2009
The economic trials of
the past year heightened our
awareness of challenges
related to poverty, health
care and sustainability.
Community foundations
provide no panaceas for
systemic problems, but
they facilitate the efforts of
thoughtful people to craft
appropriate responses.
Caring and thoughtfulness
were clearly evident in
the $15.9 million in CFO
grants and distributions made
during FY09. The projects
described here, are just three
examples of how Ozarkers
responded to what was a
challenging year.
What’s Inside
More for
our Mission /2A
New emergency room being
built in West Plains to serve
the surrounding area.
Professional
Advisors /6A
Increasing the focus on
planned charitable giving, as
well as providing leadership in
promoting charitable gifts.
Community Foundation of the Ozarks • www.cfozarks.org • (417) 864-6199 • 425 East Trafficway • Springfield, Missouri 65806
Extraordinary Times,
Extraordinary Responses
Letter from
the Chairman
This
has
been
an
extraordinary year for the
Community Foundation of the
Ozarks and an extraordinary
year for everyone. Faced with
a difficult set of circumstances,
our donors, staff and board of
directors met the challenge
head on, taking thoughtful steps
to ensure that our organization
will continue to play a leading
role in keeping our Ozarks
communities strong and vital.
The
accomplishment
I
am most pleased with is the
Foundation’s
record-setting
$15.9 million in grants and
distributions during the 2009
fiscal year. Of that total, more
than $6 million in grants and
distributions were made to areas
represented by our affiliates,
making CFO a national leader
in rural grantmaking.
Key initiatives will drive the
work of the Foundation as we
embark on another exciting
year. The first three editions of
the Community Focus: A Report
for Springfield and Greene
County generated a tremendous
response. Our community has
made great strides in addressing
the “red flags” identified in
the report; however, these
are difficult challenges and
much work remains. The
Foundation’s
Springfield
Community Response Grant
Program directly addresses
“red flag” issues identified in
the 2009 report.
In August 2009, we launched
the Rural Schools Partnership, a
sweeping initiative dedicated to
assisting rural school districts
with alternative resource
development, collaboration
and implementing placebased education strategies.
We will make sure schools
continue to play a critical role
in the well-being of small,
rural communities, serving
as a focal point and a source
of civic pride. I want to thank
The Commerce Trust Company
and the Harry Cooper Supply
Company for their generosity
and commitment to the
rural Ozarks, along with the
numerous other organizations
and individuals who make this
program possible.
The scope and breadth of
the work done by Community
Foundation of the Ozarks on
behalf of our region continues
to impress. Thank you to the
donors whose sense of giving
back makes this work possible
along with the dedicated staff,
board and numerous volunteers
who carry out this important
work.
Dr. Tom Prater
Chairman, Board of Directors
Packs with a Purpose
Southwest Missouri is home
to more than 50,000 children
living in poverty. Many of
these children come from
families facing economic
obstacles that interfere with
FY09 Action
plan Review
The board of directors adopts
an annual action plan to drive
the work of the Foundation
throughout the year.
See Action Plan, Page 2A
Contents
2A Human Interest
2A Humanitarian of the
Year Award
1A Youth Empowerment Project
2A Mission/’09 Action Plan
3A Business
Financial Statements
Investment Policy
Establishing Funds,
Honoring Donors’ Intent
5A New Funds Established
8A Foundation Grant Report
7A Previously Established Funds
8A Agency Partner Funds
4A People
Board of Directors
Committee Members
Sustaining Membership
6A Professional Advisors Council
7A CFO Staff
6A Legacy Society
7A Legacy Funds
11A Regional Regional Community
Foundations Affiliated
with CFO
Regional Community
Foundations’ Funds
and Assets
19A Coming Up Next
Rural Schools Partnership
their ability to put food on the
table. Ozarks Food Harvest’s
Weekend Backpack Program
provides
at-risk
children
with food over the weekend
when they may otherwise go
hungry. The program tactfully
provides eligible children with
food-filled backpacks that
supplement their diets when
they are away from school.
Thanks to a grant from The
Louis L. and Julia Dorothy Coover
Charitable Foundation Regional
Grantmaking Program in
Volunteers stuff backpacks with food for school children to take home for the weekend.
conjunction with Commerce
Trust, Ozarks Food Harvest
received a $33,000 grant to
extend the Weekend Backpack
Program to elementary-aged
children in Bakersfield,
Morrisville and Buffalo. Child
poverty rates in these three
communities range from 23%
to 32%, and the Coover grant
provided 72 students with
nutritious food.
Ozarks Food Harvest closely
monitors and tracks reports
from participating elementary
schools. School administrators
report attendance, performance
and behavior of the
participating children have
shown improvement.
awarded a $25,000 grant to
Pleasant View elementary
and middle school, part of the
Springfield Public Schools,
to create a student garden. A
local family farm, the Missouri
University Extension Service,
and others within the school
community are collaborating
with the students and staff to
provide technical expertise on
the project, everything from
planting to preparation.
Field to Fork
School and community
gardens reconnect students and
teachers to their food source.
Through this reconnection,
children eat smarter, make
healthier lifestyle choices and
nurture our planet as a whole.
This year, the Community
Foundation of the Ozarks has
watered the seeds for several
student garden projects in
the region with charitable
grantmaking.
In March 2009, CFO
For the kids who’ll have
dirt under their fingernails,
the garden represents more
than just a bundle of fresh
See FIELD TO FORK, Page 2A
In addition, the Coover
grant has helped leverage and
generate interest in the rural
hunger issue and its impact on
the educational development
of children. This awareness
has encouraged numerous
businesses, organizations and
donors to contribute to this
vitally important effort.
Youth
empowerment
proJECT
The Community Foundation
of the Ozarks’ Youth
Empowerment
Project
(YEP) empowers youth to
impact their community
through education, service,
grantmaking and fundraising.
During the year, six new
Youth
Empowerment
Projects became partners
in the YEP of the Ozarks
program, resulting in a total
of sixteen communities with
active groups in the region.
See YEP PROJECT, Page 2A
INVEST
in the Future
of Your Community.
Go to www.cfozarks.org or call 417-864-6199 for more information.
2A
NEWS UPDATES
Action Plan, Continued from Page 1
FY09 Action
plan Review
The following goals were
addressed during the 2009
fiscal year:
1. Cooper Challenge
Completion:
The Community Foundation of
the Ozarks will successfully
complete the Harry Cooper
Supply Company Campaign for
the Ozarks.
Left to right: Dusty Shaw, CFO Board Member, Carol Silvey, CFO Senior Associate for Advancement, David Pointer, CFO Board Member, Jeannie Looper,
Michael Gross and David Zechman from Ozarks Medical Center.
Harry and John Cooper
Thirty-seven
affiliate
foundations participated in
the Harry Cooper Supply
Company Campaign for the
Ozarks, generating $2.2
million in charitable assets
for Ozarks’ communities
to enhance community
grantmaking endowments
and establish administrative/
operations endowments.
2. Planned Giving:
of the Ozarks will add 20 new
Legacy Society members from
the Springfield Metro area and
at least one Legacy Society
member from each affiliate.
This goal was not met.
Twenty-two new members
joined the Legacy Society, and
the Foundation received four
bequests totaling approximately
$1 million. Planned giving
continues to be a central focus
of the Community Foundation of
the Ozarks development activity.
3. Rural Schools Effort:
of the Ozarks will explore and
report on the feasibility of a
comprehensive rural schools
program.
The Rural Schools Partnership
was developed by the regional
committee and approved by the
board in May 2009. The project
was officially launched on
August 19, 2009. Recognizing the
importance of schools in rural
development, this comprehensive
program will strengthen
small schools by developing
alternative resources, building
collaboration and partnerships,
and supporting place-based
education strategies.
4. Arts Initiative:
of the Ozarks will successfully
launch the Arts Programming
Sustainability Initiative to fully
implement the cultural plan
adopted as part of Springfield/
Greene County Vision 20/20.
In February 2009, the
Ozarks established the Arts
Programming Sustainability
Initiative (APSI). The project
is funded through a two-year,
$150,000 grant from CFO. APSI
promotes sustainability efforts
of arts organizations serving
Springfield and the region.
5. Ad Hoc Investment
Exploratory Committee:
of the Ozarks will create an ad
hoc committee to explore and
make recommendations on the
relationship between the Board
of Directors and the Investment
Advisory Board.
The Ad Hoc Investment
Exploratory
Committee
successfully implemented
changes in organizational bylaws, distribution policy and
initiated a mission related
investments program.
INVOLVED
and
COMMITTED.
www.cfozarks.org
Even More for our Mission
Conventional
foundation
philanthropy invests charitable
assets in diversified portfolios
for market returns utilizing
the resulting income for
philanthropic purposes. The
Community Foundation of
the Ozarks’ board asked
whether we should be more
than an investment fund in
which some of the profits go
to meet community needs.
The resounding
answer
was
“yes,” and CFO
launched
a
Mission Related
Investments
(MRI) initiative in May. CFO
has committed up to 2% of
its assets to MRI where the
actual principal, or corpus, of
the charitable assets is used for
community needs. Rather than
just investing in the market,
CFO is also investing directly
into communities.
The initial project for the
MRI initiative was to help the
Ozarks Medical Center (OMC)
in West Plains build a new
emergency room to serve the
surrounding area. The facility
was a high priority for the
region, but was put on hold due
to a declining economy and
challenging
c r e d i t
markets. To
help give the
much-needed
project a boost, CFO loaned the
hospital $1 million as leverage
to obtain additional funding
to complete the project. Dave
Zechman, CEO of Ozarks
Medical Center, stated “Ever
since I arrived in the area,
people of this community
have let me know that one
of the most important things
OMC must do is to finish
the Emergency Department.
Resuming construction will be
a sign to the community that
improved health care delivery
will be a reality for the people
of this region.”
the Ozarks will continue to
look for other ways to help
the region grow and prosper.
The MRI initiative opens the
door to provide much-needed
additional capital to our
Ozarks region.
FIELD TO FORK
vegetables ties directly into
science curriculum, as well
as important concepts like
problem solving and teamwork
while giving students a vested
interest in the outcomes.
Gardening also fosters
a greater understanding of
nutrition and healthy living
among students. As fruits
and vegetables go from
seeds to lunch tables, young
gardeners experience the link
between food and health.
This is an important lesson as
childhood obesity looms as a
serious national health crisis.
Pleasant View teachers plan
on integrating
the “field to
fork” concept
into
their
curriculum.
“Our goal is
to serve as
a model for other schools to
visit and, hopefully, gain an
interest to build their own
garden,” said Julie Steiger,
Pleasant View principal.
In addition to the project
at Pleasant View, CFO is
supporting other student
gardens through the Youth
Empowerment
Project.
Mansfield High School started
growing crops on property
near the high school in June.
They have also established
partnerships
with
the
Mansfield FFA as well as the
Laura Ingalls Wilder Farm.
Additional youth gardening
projects are in development in
Fordland and
Seymour. The
Foundation
expects
to
support more
youth-led
agricultural
endeavors
through the Rural Schools
Partnership.
continued from page 1
onions. It exemplifies placebased education, a learning
method
that
immerses
students in their landscape
and emphasizes learning
through direct participation.
Turning dirt and harvesting
Human interest
YEP Project continued from page 1
2008 HUMANITARIAN
OF THE YEAR
Bill Stalnaker, Jewell Schweitzer, who established the award, and Tom Prater,
CFO chair, pose after the 2008 Humanitarian of the Year announcement.
Bill Stalnaker received
the
nineteenth
annual
Humanitarian of the Year
Award in December of 2008.
Bill Stalnaker has dedicated
his career to the service of
others, making his mark
in the community through
important leadership roles
with the Boys & Girls Club
and The Kitchen.
Bill began working with
the Boys & Girls Club in
1962. It was the beginning
of a 39-year journey with
the organization culminating
with his move to the
Springfield Boys & Girls Club
where he served as Executive
Director for 17 years. During
his tenure, the Boys & Girls
Club of Springfield grew
from a seven full-time staff
member organization with an
annual budget of $246,000 to
more than forty full and parttime staffers with an annual
budget of approximately $2
million, serving more than
10,000 individuals.
In 2003, Stalnaker joined
The Kitchen in Springfield,
becoming the CEO in March
2004. The Kitchen stabilized
their finances, increased
their donor base and made
programs even more effective
under Stalnaker’s leadership.
He officially retired in
December 2007, but stayed
beyond that to assist with the
administrative transition.
The Humanitarian of the
Year Award was established
by Springfieldian Jewell
Thompson Schweitzer to
“honor someone in our
community who has, at
great personal sacrifice,
extended time and resources
towards helping others, and
to recognize the cause and
work of such individuals.” An
independent committee under
the auspices of the ChairmanElect of the Springfield Area
Chamber of Commerce
selected Stalnaker for his
many years of outstanding
service to the community.
Participating
communities
are: Ava, Buffalo, Carthage,
Clinton, Dadeville, Eldon,
Gainesville, Lockwood, LoganRogersville, Monett, Nixa,
Ozark, Seymour, Springfield,
Stockton and Warsaw.
CFO hosted the Youth
Philanthropy
Conference
in partnership with Drury
University on October 7, 2008.
More than 200 students and
sponsors from 31 communities
across the Ozarks region
attended the conference to
participate in discussions
about youth philanthropy and
grantmaking projects.
Youth
Empowerment
Projects included the following
highlights:
• YEPO (YEP-Ozark) hosted
a very successful fundraising
talent show and made their
annual grant presentations at
the event.
• Seymour YEP students
provided a number of
grants throughout the year
that benefited Seymour
school clubs, programs and
classrooms.
• Carthage YEP provided
funding to support their local
ESL club, Odyssey of the Mind
program, and several other
quality programs.
• Dadeville students established
a YEP and began quality
grantmaking during the same
year.
• Springfield students provided
grants to support many worthy
causes including support
for volunteer programs
in Springfield such as the
Leadership Club, the tutoring
program at Bailey High School,
the Southwest Center for
Independent Living volunteer
program, and the Girls on the
Run program at Bowerman
Elementary.
• Springfield YEP funded
programs and projects at
the Child Advocacy Center,
Family Violence Center, Kids
Against Hunger, Robberson
Elementary, AIDS Project of
the Ozarks, Boys and Girls
Clubs of Springfield, Boys and
Girls Town of Missouri and
many other worthy projects.
YEP will continue as a key
component of CFO’s
Rural Schools
Partnership.
The Youth Empowerment Project of Ozark (YEPO) gathers after a successful
talent show—their main source of grant funding.
3A
INVESTMENT POLICY
BUSINESS
Establishing Funds,
Honoring Donors’ Intent
Since 1973, the Community
Foundation of the Ozarks
has
connected
people
and communities through
philanthropy.
Establishing a fund with
the Community Foundation
of the Ozarks is an effective
way for donors to pursue
their charitable goals, express
philanthropic values and
involve family members or
employees. The Foundation’s
professional staff and services
for donors make charitable
giving easy, allowing donors
to focus on giving back to the
community.
CFO is committed to the
idea of local solutions for local
issues. Donor Advised Funds
and Family and Community
Funds offer donors active
vehicles to strengthen their
community. These funds are
designed to simplify charitable
giving by allowing donors to
make grant recommendations
to nonprofit, tax-exempt
organizations operating for
the public good.
Donor Advised Funds feature
an endowed component and
require an initial commitment
of $25,000 to create the fund.
Family and Community Funds
are not endowed and can be
established with as little as
$2,500.
CFO also offers businesses
and corporations a means of
giving back with corporate
charitable funds. Corporate
Funds work just like funds
established by individual
donors and are designed
to work with a company’s
charitable giving level and
goals.
In addition to the funds
mentioned above, CFO offers
a number of funds designed
to fit specific charitable
goals for families, individual
donors, businesses, nonprofit
organizations and others.
Unrestricted – Unrestricted
funds
empower
the
Foundation’s
board
of
directors to make grants
addressing community needs
as they arise.
Field-of-Interest – A fund
established to support a
donor’s specific area of
interest, such as “arts” or
“education.” Grants flow to
that field.
Designated – A designated
fund
earmarks
annual
distributions to a specific
charitable entity providing a
permanent source of funds for
a program or agency.
Mrs. Ruth Kelley poses with the
recipient of the Ruth Olesen Kelley
Scholarship.
Scholarships – This is a
designated fund to support
students’ educational goals.
Organizational Endowment
– These are permanent funds
established by nonprofit
organizations to provide
ongoing income.
Organizational Capacity –
These are temporary funds
established by nonprofit
organizations
that
allow
flexibility in distributions.
To
learn
more
about
establishing a fund, ways of
giving and planned giving
techniques, visit our website
at www.cfozarks.org.
of the Ozarks has a formal
investment policy and a
disciplined process by which
its charitable funds are
invested.
An Investment Advisory
Board of the Foundation,
through regular meetings, sets
goals and objectives, appoints
professional managers and
monitors performance, under
the authority of the Board of
Directors.
In September 1994 the
Ozarks adopted a total return/
distribution policy for funds
of the Foundation. Since then
the Foundation’s annualized
return has been 7.5%.
The objective of the total
return/distribution
policy
is to prevent erosion of the
endowment by investing for
a total return sufficient to
cover desired grants, the cost
of investment and the rate of
inflation. The performance
goal is to outperform the
blended index over each
market cycle.
The asset allocation seeks its
investment objective through
diversification, utilizing
large and mid cap domestic
stocks, international stocks
including emerging markets,
real estate investment trusts,
domestic bonds, global bonds
and hedge funds. Further
diversification is provided
through the employment of
both growth and value style
managers. The policy mix is
as follows:
Large cap
domestic equities 15%
Mid cap
domestic equities 15%
International equities 15%
Emerging market equities 5%
Real estate
investment trust 5%
20%
Hedge funds 18.75%
Domestic bonds 6.25%
World bonds The investment discipline
followed requires rebalancing
each asset class back to
pre-approved policy levels
each quarter. All assets are
subject to audit and annual
confirmation by the external
audit firm of the Foundation.
of the Ozarks’ spending
policy complements the
formal investment policy.
The spending policy utilizes
the increase in appreciation
made possible by a total
return investment policy by
selecting a percentage rate to
use in calculating the annual
charitable payout. Thus an
appropriate sum is available
for distribution to the various
charitable causes served by
the Foundation.
Statements of Financial Position
Statement of Activities
Current assets:
2009
2008
$8,714,778
$9,059,638
8,714,778
9,059,638
Commingled investment pool
84,758,327
102,452,851
Other investments
14,157,702
17,082,186
9,103,484
8,944,019
108,019,513
128,479,056
767,489
692,745
Cash and temporary cash investments
Total current assets
Investments:
Supporting organization
Total investments
Other assets:
Contributions receivable
Property and equipment, net
of accumulated depreciation
of $225,307 at 2009 and
$170,286 at 2008
1,411,076
1,460,888
Cash surrender value of
life insurance policies
1,818,393
1,795,654
Total other assets
Total assets 3,996,958
3,949,287
$120,731,249
$141,487,981
Liabilities and Net Assets
Current liabilities:
Current portion of annuities payable
Loan payable
Grants payable
Due to affiliates
Total current liabilities
Other liabilities:
Annuities payable
Agency funds
Total other liabilities
Net assets:
Unrestricted
Temporarily restricted
Permanently restricted
Total net assets
Total liabilities and net assets
Regional Community Foundation
Assets listed by agreement
Combined total assets:
2009
$44,263
—
719,999
—
764,262
2008
$27,579
364,906
544,041
18,475
955,001
403,324
22,284,500
22,687,824
652,545
26,880,496
27,533,041
(2,697,513)
35,743,182
64,223,494
97,279,163
5,678,506
45,139,911
62,181,522
112,999,939
$120,731,249
$141,487,981
$2,631,441
2,631,441
$123,362,690 $144,119,422
There’s no
greater return
than investing
in your
community.
www.cfozarks.org
2009
2008
Support
Foundation Agency
Total
Foundation
Agency
and revenue:
Contributions
$5,877,231
$16,636,148
1,812,466
623,740
2,436,206
1,954,148
456,956
2,411,104
955,883
—
955,883
1,150,631
—
1,150,631
(556,038)
91,619
(464,419)
5,497,826
970,307
6,468,133
(17,774,069)
(3,727,809)
(21,501,878)
(13,876,538)
(2,522,424)
(16,398,962)
170,124
(5,948)
164,176
(39,411)
—
(39,411)
(4,632,717)
2,858,833
(1,773,884)
12,301,125
11,368,287
23,669,412
8,722,627
7,246,028
15,968,655
10,010,737
3,283,392
13,294,129
874,224
203,190
1,077,414
1,101,826
199,479
1,301,305
7,553
—
7,553
13,278
—
13,278
19,949
391
20,340
22,082
—
22,082
184,581
5,220
189,801
237,171
30,884
268,055
1,279,125
—
1,279,125
1,205,319
—
1,205,319
11,088,059
7,454,829
18,542,888
12,590,413
3,513,755
16,104,168
Increase (decrease)
in available funds
(15,720,776)
(4,595,996)
(20,316,772)
(289,288)
7,854,532
7,565,244
Net assets at
beginning of year
112,999,939
26,880,496
139,880,435
113,289,227
19,025,964
132,315,191
Net assets at
end of year
$97,279,163 $22,284,500 $119,563,663
Investment income
Management
fee revenue
Net realized gain
on investment
transactions
Net unrealized gain
on investments
Annuity actuarial
adjustments
Total support
and revenue
$17,614,469 $12,463,448
Total
$10,758,917
$30,077,917
Expenses:
Grants
Fund
administrative fees
Cash value
life insurance
Premium expense
Interest expense
Other fund expenses
Management and
general expenses Total expenses
$112,999,939 $26,880,496 $139,880,435
10-year Grant History
Contributions and increases
in assets from all funds for the
year were over $16.6 million.
Grants and distributions from
all funds, including agency
funds, for the year totaled
$15.9 million.
The combined assets of the
the Ozarks and its regional
community
foundations
totaled $123 million.
The financial statements of
the Community Foundation of
the Ozarks for the years ended
June 30, 2009 and 2008 have
been audited by The Whitlock
Company, LLC, Certified
Public Accountants. Copies
of their unqualified report are
available for review at the
Foundation’s office.
15.97
16
14
13.26
12
10
8.37
7.88
8
6
2
0
4.70
4.90
’04
‘05
3.69
4
MILLIONS
Assets
1.82
2.03
1.05
‘00
’01
‘02 ‘03
’06 ’07
’08
’09
4A
People
Board of Directors, 2010
Dr. Tom Prater,
Chairman, Springfield
Doug Thornsberry,
Chairman-Elect,
Springfield
Clifford S. Brown,
Secretary, Springfield
David Pointer,
Treasurer, Gainesville
James Leon Combs,
Executive Committee,
Bradleyville
Jill Reynolds,
Springfield
William W. Miller, Jr.,
Springfield
Kevin Ausburn,
Springfield
Margie Berry,
Forsyth
John Cooper,
Springfield
Dr. Gloria Galanes,
Springfield
J.W. Gibbs,
Springfield
Sharon Whitehill Gray,
Nixa
Shari Hoffman,
Springfield
Lou Thelen Kemp,
Bolivar
Mark Nelson,
Springfield
Mark E. Nelson,
Monett
Evelyn Mangan,
Springfield
Mel Saunders,
Springfield
Roger D. Shaw, Jr.,
Thomasville
Robert Wheeler,
Clinton
Committee Members
Acceptance/Legal
Cliff Brown, Chair
Thomas Peebles
John Carnahan, III
Mark L. McQueary
Dwight Rahmeyer
D. Patrick Sweeney
Doug Nickell, legal counsel
Staff: Gary Funk
Arts Programming
Sustainability Initiative
Carey Adams, Chair
Jane Munson-Berg
Les Brown, Jr.
Katie Cornwell
Beth Domann
Gloria Galanes
Jan Hyde
Jeff Jenkins
Leah Hamilton-Jenkins
Kay Osborne
Lil Olive
Tom Russo
Ron Spigelman
Staff: Randy Russell
Audit/Operations
Kevin Ausburn, Chair
Hearld Ambler
Ken Carter
Gary Garwitz
Shari Hoffman
Bill Miller
Staff: Suzy Gray
Coover Regional Grant
Jill Reynolds, Chair
Margie Berry
Gary Funk
J.W. Gibbs
Sharon Whitehill Gray
Children’s Issues
and Education Grants
Gloria Galanes, Co-Chair
Doug Thornsberry, Co-Chair
William Brandon Bowman
Judy Brunner
J.W. Gibbs
Connie Gourley
Bud Greve
Ferba Lofton
Brooke O’Reilly
Emmett Sawyer
Katie Tynes
David Yaktine
Agency Partners
Endowment Building
Grants
Margie Berry, Chair
Judy Brunner
Ron Giedd
Leah Hamilton Jenkins
Jennifer Kennally
Meagan Smith
Staff: Julie Leeth
Sustaining Membership
Your tax-deductible Sustaining
Membership
contribution
directly supports the operations
of the Community Foundation
of the Ozarks. Our ability to
serve the communities, donors
and public service organizations
of the region is enhanced by
your gift. We thank those who
have made gifts this year.
Gary & Norma Wortman
James Leon Combs
John & Jean Twitty
Lezah & Ron Stenger
Linda S. & Jerry G. Jared
Ron Neville
Sally L. Hubbard
Teet & Bob Reynolds
U.S. Bank
Wendy’s - June & Sam Hamra
$5,000 Leadership
The Commerce Trust
Company, Louis and Dorothy
Coover Charitable Foundation
The Whitlock Company, LLC
$500 Friend
David & Jeanne Toombs
Elizabeth A. Hutcherson
Gary & Jana Funk
Great Southern Bank
Jennifer Kennally
Joan & Jim Moseley
Joyce & Wallace Munden
Marion M. Wright
Mark & Lori Nelson
Ronald & Gwen Ponds
Ruth O. Kelley
Sally & Rob Baird
SMC Packaging
Group/Kevin Ausburn
Systematic Savings & Loan
$2,500 Benefactor
Harry Cooper
Supply Company
$1,000 Sustainer
Bill & Virginia Darr
Bill W. Miller, CPA
Charlie & Mary Beth O’Reilly
Doug Thornsberry
Dr. M.D. Bonebrake
Dr. Tom & Dr. Kim Prater
We build
legacies.
www.cfozarks.org
$250 Supporter
Brad & Jill Reynolds
Brian & Renee Fogle
David Pointer
Dennis & Kathy Sheppard
Doug Nickell
Dr. Richard & Faye Loeb
Empire Bank
Gene H. Leroux, MD
Greg DeLong
Hearld & Marjorie Ambler
Fiscal Year 2010
Environmental Programs
and Senior Issues
Bruce Adib-Yasdi
Julie Brown
Laurie Duncan
Abbe Ehlers
Michael Garner
Evelyn Mangan
Skip Motsenbocker
Matt O’Reilly
Jon Risdale
Tim Rosenbury
Governance
Sally Baird, Chair
Ron Neville
Tom Prater
Jill Reynolds
Doug Thornsberry
Staff: Gary Funk
Health & Social Services
Grants
Tyler Buzbee
Tom Finnie
Judith Gonzalez
Delores Joyce
Mickey Moore
Janie Vestal
Jan Horton
Jerry Clark
Jewell Schweitzer
John & Susan Gentry
John Harlin
Julie & Bruce Leeth
Julie T. Brown
Ken & Pat Carter
Lost and Found, Inc.
Lynn & Jeff Tynes
Mark McQueary
Michael M. Cunniff
Pat Walker
Paul & Carol Reinert
Raeanne Presley
Ron Coleman
Ronald & Sue Carrol Terry
Schilling/Sellmeyer
& Associates
Springfield First
Community Bank
Tom & Jami Peebles
Virginia C. Bussey
West Vue
Retirement Community
$100 Contributor
A.L. & Phyllis Patterson
Annie Busch
Barbara M. Brown
Betty H. King
Bill & Marie Prater
Billy E. & Carolin J. Hixon
C. Major Close
Carol & Richard Silvey
Cecil W. Hocklander
Chester (Ed) & Barbara Pratt
David & Donna Kempker
David & Gloria Roling
Doug & Linda Wisdom
Dr. Arthur Mallory
Investment
Advisory Board
William W. Miller, Jr.
CPA, Chair
Tom Carlson
Nadia Cavner
John Cooper
William Darr
Greg DeLong
Bill Hardie
Michael Horrell
Mark Nelson
Ron Neville
Mary Beth O’Reilly
Jewell Schweitzer
Lori Smith
Doug Thornsberry
Robin Walker
Gary Wortman
Staff: Susanne Gray
Ozarks Charitable
Real Estate Foundation
Tom Prater, Chair
Doug Thornsberry
Ruth Martin
Dave Murray
Keith Roberts
Staff: Gary Funk,
Bridget Dierks
Mission Related Investment
Doug Thornsberry, Chair
Bill Miller, Ex-Officio
Jim Anderson
David Pointer
Sally Baird
J.W. Gibbs
Mark Nelson
Doug Nickell, legal counsel
Staff: Brian Fogle
Scholarship
Mel Saunders, Chair
Hearld Ambler
Hal Lurie
Jami Peebles
Carol Pyles
Kathy Sheppard
Rosalyn Thomas
Staff: Judy Billings,
Randy Russell
Regional
James Leon Combs, Chair
Margie Berry
Lou Thelen Kemp
Mark Nelson
David Pointer
Bill Putnam
Roger (Dusty) Shaw
Robert Wheeler
Staff: Julie Leeth
Members of CFO’s committees comprise the Foundation’s
advisory council. Their work exemplifies the volunteer spirit of
the Community Foundation of the Ozarks.
Dr. William & Maura Taylor
Elwin D. McCurry
Emily & Steve Fox
Fred & Laquita Hall
Friends of the Zoo
G. Clair Plank (deceased)
Hal Lurie, MD
J. Richard Owensby
J. W. Gibbs - Springfield Trust
& Investment Company
J.C. Smith
Jim & Janet Anderson
Jim Bailey
John & Jill Martin
Judy & Don Beisner
Kelly & Louise Knauer
Kristi Kenney
Lahna Mueller
Lou Thelen Kemp
Marian M. Pfeiffer
Mary Kay & Terry Meek
Mike & Carol Williamson
Nancy J. Aton
Randy Russell
Robert & Margaret Carolla
Robert E. Roundtree
Robert S. Wheeler
Roy and Lola Nelson Family
and Community Fund
Sam & Jo Gardner
Samuel O. King
Sapp Design Associates
Architects, PC
State Farm - Mark Clippard
Insurance Agency
Steve & Suzy Gray
Steve Norman
Susie Henry
Ted A. Smith
Tink & Jan Woolsey
Todd A. Parnell
Truman Lake
Community Foundation
William R. Hardie
Yolanda Lorge
$50 Steward
Andy & Bridget Dierks
Barbara Cook Hall
Betty Jane Turner
Bill & Jenelle Buxton
Brianne &
Andrew McCormick
Cool Runnings Enterprises,
Cane Hill, MO
D & M Accounting Service
Don & Caryl Chaney
Dr. Robin & Mary Luke
Guaranty Bank
GYN Cancers Alliance
Jerome & Sally Rader
Jodie Adams
June & Gabe Wilson
Larry & Mary Jane Grinstead
Lynn Gabbert
Martha D. McLean
Mary Jo Griffith
& Chad Williams
Nancy Caplinger
Natalie Wehrman
Neal & Laura DeShazo
Family
Pat Funk
Ronald Pruitt
Samuel & Tyra Knox
Silvia & Chip Sheppard
Springfield Regional
Arts Council
Stanley K. Coggin
Tanya DuVall-Haubein
Texas County
Technical Institute
Winter Skelton
5A
Business continued
NEW FUNDS ESTABLISHED
These funds were established
with
the
Community
Foundation of the Ozarks to
benefit the Missouri Ozarks
region or Springfield and
Greene County during the
2009 fiscal year, which began
July 1, 2008, and ended June
30, 2009. Funds established
with CFO prior to the 2009
fiscal year are listed in the
previously established funds
section, beginning on page
7A. Names and descriptions of
funds established with CFO’s
regional affiliate foundations
during the 2009 fiscal year are
listed in the affiliate section
of this report, beginning on
page 11A, along with funds
previously established with
those affiliates.
Charitable Remainder Trust:
Hoffman Charitable
Remainder Unitrust
Established by sisters Mildred
and Leona Hoffman to provide
lifetime income with the
remainder going to the
Valle Schools Foundation in
Ste. Genevieve, MO.
Mimi Kauffman
Charitable Trust
Established by Mimi
Kauffman to become the
Minick-Kauffman Charitable
Fund, to support SpringfieldGreene County community
grantmaking.
Designated:
Childhood In Its
Landscape Fund
Established by Lil Olive,
owner of Good Girl
Art Gallery, to provide
scholarships for elementary
children to pursue any
public visual arts program
such as, but not limited to,
the Springfield Regional
Arts Council/Creamery,
Discovery Center, Springfield
Art Museum and/or Ozarks
Regional YMCA Arts
Academy.
Cooper Park
Endowment Fund
Established by James H.
Cooper for the SpringfieldGreene County Parks board
to provide maintenance and
support for Cooper Park.
Pete Davis Family Fund
Will make grants to
organizations that assist the
blind and First & Calvary
Presbyterian Church.
Historical Town Center
Ash Grove Fund
Established to help
revitalize the Town Center
of Ash Grove.
David O. and
Susan B. Belcher
Charitable Fund
Established as a planned
gift and part of their estate.
The gift will be split among
schools and organizations that
support fine arts listed in the
governing document.
Ozarks Carbon
Exchange Fund
Established by the Drury
University SIFE team to
encourage energy efficient
practices in homes,
businesses, and nonprofits in
the Springfield community.
Rotary Club of
Springfield North
“Making Dreams
Real” Fund
Established to provide funds
for the Springfield-Greene
County Parks board, or others
as designated by the Rotary
Club of Springfield North, for
a baseball/softball field for
disabled children and young
adults. Once this project is
completed, the fund may be
used for other community
betterment projects of the
Rotary Club.
Rural Schools
Partnership Fund
Established to hold funds for
the Rural Schools Initiative that
will benefit rural school districts
within CFO’s service area.
VC+ Fund
Established for
community revitalization
and rebuilding in Vernon County.
Central High School
Band Fund Provides support for the
Central High School band.
Young Librarian Scholarship
Established to assist
and motivate students to
pursue an education in
Library Science.
John & Crystal Beuerlein
Special Education Fund for
Springfield Public Schools
Provides support for the
special education program.
Donor Advised:
Care to Learn
Endowment Fund
Established by the Care to
Learn board of directors
to provide long-term and
sustainable support for the
program that funds emergency
needs such as health, hunger
and hygiene.
Donald G. and Ruth D.
Martin Foundation
Established to assist their family
with their charitable giving.
Agency Partners:
Arts:
Springfield Ballet
General Fund
Holds operational,
administrative and general
funds for the Springfield Ballet.
Springfield Regional
Arts Council
Fund
Established
to hold nonendowment monies that
promote art in our community.
Springfield Sister Cities
Association
Capacity
Building Fund
This fund will
support the work of the Sister
Cities Association.
Community Development:
Hugh Robinson
Memorial
Airport
Endowment
Fund
Established by
the City of Neosho for the
long-term benefit of the Hugh
Robinson Memorial Airport.
Big Spring Park
Endowment Fund
Established by the City of
Neosho to benefit the Big
Spring Park.
Neosho City Employees
Good Neighbor Fund
Established by the City of
Neosho for city employees to
make charitable contributions
to support good work in the
Neosho area.
Low-Income
Insulation Fund
Established by City Utilities
to assist low-income families
with energy efficiency.
Foundation for Fair Grove
Public Schools Fund
Will grant to Foundation for
Fair Grove Public Schools
or Fair Grove R-X School
District to benefit the
education system.
Foundation for
Fair Grove Public Schools
Scholarship Fund
Established for Fair Grove
student scholarships.
Logan-Rogersville
Education
Foundation:
Logan-Rogersville
High School Vocal and
Theatrical Department
Endowment Fund
Established to support Vocal/
Theatrical Arts Department
so that it may reach all
students. Distributions will
accommodate musical,
play and choral productions
as well as funds for trips,
festivals, contests, invitational
performances, theater trips, etc.
LRHS Project Graduation
2009 Fund
2010 Fund
2011 Fund
2012 Fund
2013 Fund
These capacity building
funds were established
by the Logan-Rogersville
Educational Foundation for
Project Graduation efforts.
Jay Underwood
Memorial Endowment Fund
Established by Wendy
Dukewits and LoganRogersville Educational
Foundation to benefit the
Logan-Rogersville School
District’s agriculture
and athletic programs in
alternating years.
Hollis Owen and
Polly Anna Buzbee
Endowment Fund
Established by Polly
Anna Buzbee and LoganRogersville Education
Foundation.
OTC Foundation:
Southwest Missouri Code
Officials Scholarship Fund
For students in the OTC
construction program.
Education:
Students In Free Enterprise
(SIFE) Scholarship Fund
Supports students
participating in OTC’s
SIFE program.
Foundation for
Springfield Public Schools:
Frances Collins
Memorial Scholarship Fund
Benefits students in OTC’s
dental hygiene department.
Central High School
Debate Fund
Established to support Central
High School Debate team.
Sullivan Trophy Fund
Established by the Sullivan
School Foundation to assist
with a trophy case.
Valle Schools Foundation
Money Market Fund
Established to temporarily
hold funds for the Valle
Schools Foundation.
Van Buren High School
Scholarship Foundation
Established by the scholarship
foundation to distribute back
to them for scholarships.
Environment & Animals:
Missouri Association
of RC & D Councils Fund
Established as part of the
Stewardship Ozarks Initiative
that supports conservation,
development and utilization
of our natural resources.
Missouri Conservation
Heritage
Foundation
Grant Fund
Supports schoolbased conservation
education projects.
Health:
OMC Capital
Improvement Fund
Established by Ozark
Medical Center Foundation
to house funds for capital
improvements.
Dr. Joe Sellers Fund
Established by Ozark
Medical Center Foundation to
benefit the emergency room
department at OMC.
Springfield-Greene
County Regional Health
Commission Fund
Supports the work of the
newly created Health
Commission. Distributions
will be made to
the SpringfieldGreene County
Health Dept.
Cabool Development
Foundation, Inc. Fund
Southern Missouri Health
Center.
Social Services:
Carroll County
Senior Center Fund
Established to assist with
short-term needs.
Child Advocacy Center
Building Fund
Assists the
Child Advocacy
Center in its
new addition/building project.
Warrensburg Senior Center
Special Projects Fund
Helps support the work of the
Warrensburg Senior Center.
Family & Community:
Care to Learn —
Springfield Fund
Assists the Foundation for
Springfield Public Schools to
support students with basic
needs in the Springfield R-12
school system.
Barbara Anne Houston
Dillard Fund
Established by Charles
Kenneth Dillard to benefit
students of Southwest High
School.
From Above Foundation
Established by Bryan and
Jessica Cates to assist with
charitable giving.
Gray Family Fund
Established to honor Suzy’s 20
years of service to CFO. Steve,
Suzy, Jessica and Emily Gray
will serve as advisors.
Wheeler Family Fund
Established by Robert G.
Wheeler to assist his family
with charitable giving.
Field of Interest:
Arts in Education
Endowment Fund
Established
to bring a
long-term
arts education
experience to school-age
children in Greene County.
Distributions will be made,
but not limited to: Springfield
Symphony, Springfield
Regional Arts Council,
Springfield Little Theatre,
Springfield Ballet, SWAN
Repertory Theatre and the
Springfield Regional Opera.
The Children’s
Ventures Fund
Supports higher education and
collaboration with Title I schools.
The Jeffrey A. Melton
Urgent Care Cancer
Foundation
Established by
Holly Melton
in memory of
her husband,
Jeffrey. It will provide urgent
care services to cancer patients.
Wounded War Veterans Fund
Established by Barbara
Brockschmidt and her late
husband John to provide
support services to wounded
war veterans in southwest
Missouri, including but not
limited to medical assistance,
hunger relief,
housing issues and
transportation (all
not covered by
other agencies).
Scholarship:
Mabel Moore Housley
Established by
Mary Cross in
memory of her aunt
to award Marshall,
Arkansas High
School graduating seniors
pursuing an education
degree with a preference for
elementary majors.
Missouri Epsilon
Scholarship Fund
Established for the
Phi Delta Theta
International
Fraternity members attending
Missouri State University.
Austin Nelson
Established by
Becky Nelson in
memory of her
son, Austin who
lost his life due to
an automobile accident in
July 2007. The scholarship
will award to a Fatima High
School student.
Sullivan Class of 1954
Scholarship Fund
Established to award a student
with a GPA in the middle 1/3
of the graduating class.
Wheeler Family
Scholarship Fund
Established by Robert G.
Wheeler in honor of his
parents and grandparents;
will award to a student from
Weaubleau High School
who is attending a four-year
college or university.
Unrestricted:
Alys L. Clevenger Fund
Established through a bequest
by Alys L. Clevenger to help
support the grantmaking
and work of the Community
Foundation of the Ozarks.
Greater Lake of
the Ozarks Community
Grantmaking Fund
Will grant to public
educational and charitable
purposes in the Greater Lake
of the Ozarks area.
6A
People continued
Professional Advisors Council
The Professional Advisors
Council, comprised of estate
planning,
financial
and
investment professionals, assists
of the Ozarks in increasing the
focus on planned charitable
giving, as well as providing
leadership
in
promoting
future charitable gifts to the
organizations and communities
in the Ozarks. The focus of
the Council is to encourage
individuals to engage in estate
planning. It is the Community
Foundation of the Ozarks’ belief
that regular and consistent
emphasis on planned charitable
giving will keep vital capital
in our communities and result
in significant future financial
support for charitable causes.
David Appleby Attorney at Law, P.C.
Ozark
Newt Brill Brill, Moore & Wagoner West Plains
Kevin Checkett
Checkett & Pauly, P.C.
Carthage
Christena Silvey Coleman Attorney
West Plains
Ann Conus
BKD, L.L.P.
Springfield
John Courtney
Springfield Trust &
Investment Company
Springfield
Greg DeLong
Edward Jones
Springfield
Kerry Douglas
Douglas, Haun &
Heidemann P.C. Bolivar
Chris Dumm
The Elder Law Center, L.L.C. Joplin
Art Haseltine
Springer &
Haseltine Attorneys
Springfield
Patrice Ann Moore
Roberts, McKenzie,
Mangan & Cummings, P.C.
Springfield
Mitch Holmes
Edward Jones
Branson
R. Mark Morris, CPA
Hlavacek, Morris, McIntyre,
Yates & Danielson, P.C. Springfield
Diane Homan
Springfield Trust
Springfield
Jennifer Huckfeldt
Carnahan, Evans,
Cantwell & Brown, P.C. Springfield
Skip Motsenbocker
Signal Point Asset
Management, L.L.C.
Springfield
Dennis Newkirk
Newkirk & Company
Branson
Rick Jackson
Jackson & Jackson CPAs
Springfield
J. Richard Owensby
Neale & Newman, L.L.P.
Springfield
Kent Kehr
Kehr & Associates
St. Louis
Jami S. Peebles
Central Trust/Empire Bank
Springfield
Douglas Lee
Carnahan, Evans,
Cantwell & Brown, P.C.
Springfield
Thomas D. Peebles Jr.
Carnahan, Evans,
Cantwell and Brown, P.C. Springfield
Brenda Logsdon
The Whitlock Company
Springfield
Bill Perkins
Perkins Law Office, L.L.C.
Thayer
Mark McQueary
Neale & Newman, L.L.P.
Springfield
John Piatchek, ChFC, CLU
Piatchek & Assiciates, Inc.
Springfield
Randy Maness
Maness & Miller
Doniphan
David Pointer
Pointer Law Office
Gainesville
Evelyn Mangan
Evelyn Gwin Mangan, P.C. Springfield
Gary Powell
Husch, Blackwell,
Sanders, L.L.P.
Springfield
James R. Brock
UMB Asset Management Springfield
Frank S. Dunaway III CLU Compensation &
Benefit Systems
Carthage
Clifford Brown Carnahan, Evans,
Springfield
Landon Fletcher
First State Bank
of Purdy
Cassville
Janet Brown
Brown & Burns, L.L.C.
Poplar Bluff
Gary Garwitz
BKD, L.L.P.
Springfield
Julie Brown
Carnahan, Evans,
Springfield
Eric Griessel
Wealth Partners, L.L.C. Springfield
Jeffery Brummet
Stifel, Nicolaus & Co, Inc.
Rolla
Dan Guy
D & M Accounting Service
Forsyth
Mary Lou Martin
Law Office of Mary Lou
Martin, P.C. Springfield
Charles Cantrell Cantrell & Oberzalek,
Attorneys at Law
Mountain View
Fred Hall
Hall, Ansley,
Rodgers & Sweeney
Springfield
James McLeod
Lathrop & Gage L.C. Springfield
Nadia Cavner
BancorpSouth
Springfield
Jay Handy
Walnut Capital Management
Springfield
Bill Miller
Kirkpatrick Philips
& Miller CPAs
Springfield
Dennis Reaves
Reaves Law Office
Stockton
Donald Rogers
Aviva Life
Dadeville
Richard A. Russell
Husch Blackwell Sanders, L.L.P.
Springfield
Mel Saunders
Wells Fargo Advisors
Springfield
Stan Schmidt
Schmidt Associates P.C.
Carthage
Steve Schneider, Jr, CLU, ChFC
New York Life
Insurance Company
Springfield
Jerry Sitton
State Farm Insurance
Joplin
Lori Smith
Wells Fargo Advisors
Joplin
Jane Sligar
New York Life
Monett
Dan Stanley
Edward Jones
Joplin
Dianne Stapleton
US Bank Private Client Group
Springfield
Patrick Sweeney
Hall, Ansley, Rodgers and Sweeney
Springfield
Chester “Ed” Pratt
Pratt, Mitchell & Co, CPAs
Salem
Jim Wheeler
Edward Jones
Monett
Carol Pyles
Springfield Trust
Springfield
Gabrielle White
McKay & White, L.L.C.
Springfield
Dwight Rahmeyer
Trust Company of the Ozarks
Springfield
David Yaktine, CLU, ChFC
Northwestern Mutual
Financial Network
Springfield
Legacy Society
Cultivating charitable planned
giving is a primary goal of the
Ozarks. Planned giving keeps
essential charitable resources in
our communities, improving the
quality of life by strengthening
community
grantmaking
programs and supporting agency
sustainability. The Legacy
Society was created in 1990
to recognize and thank donors
who have made charitable
planned giving commitments
to the Community Foundation
of the Ozarks and its affiliates.
This list reflects Legacy Society
members through June 30, 2009.
Mrs. Oscar Acton*
Jim & Janet Anderson
Anonymous
Nancy Aton
Sally A. Baird
Paul O. Barker
Dan C. Beckner &
Zoann Beckner
Dr. & Mrs. Don Beisner
David & Susan Belcher
Joyce Blades
Charlotte Bostwick*
Dr. & Mrs. William V. Brell
John* & Barbara Brockschmidt
Bart Brown & Doug Hutchcraft
Julie T. Brown
Mary E. Brunner
Mr.* & Mrs. Jerome A. Caplan
Thomas J. Carlson
Robert & Margaret Carolla—
Robert L. Carolla and
Margaret Bess Carolla
Charitable Remainder Trust
Ken Carter
Alys Clevenger*
Mr. & Mrs. Ashley E. Coats
James Leon & Dorothy Combs
Harry Cooper
John Cooper
Mr. & Mrs. John Courtney
Mr. & Mrs. Cribbs*
Mel & Berta* Davis
Anne Drummond*
Charles T. Dulin
Harry & Betty Ebe
Elwyn & Blanche Edge*
William C. &
Dorothy L. Evers
Fern Freese*
JW & Kirsten Gibbs
Gene Grady*
Harry Graham
Stephen & Susanne Gray
Dr. Kathleen Griesemer
Mr. & Mrs. Kenneth Gunter
Chet & Vera Hardin
Walter & Melissa Heinle
Susie Henry
Ray & Kay Hilton*
Sally L. Hubbard
Mr. & Mrs. Larry Humphrey
Dr. James E. Jameson
Dr. Charles & Connie Jobe
Carol Jones
Mimi Kauffman
Dr. & Mrs. Houston C. Ker
Betty H. King
Paul & Charlene Koch
Rev. (Dr.) Dorsey E. Levell
Mrs. Emil Lorz
Mr. & Mrs. Robbie Low
Harold H. Lurie, M.D.
E. A. Martin, Jr.*
Mr. & Mrs. John W. Martin
Mr. & Mrs. Roy D. Mitchell
Lahna Mueller
Lawrence P. Mueller
Mr. & Mrs. Max Murphy
Ron A. Neville
David & Lisa Officer
Ronald A. & Karen E. Ollis
Dr. Nancy D. O’Reilly
Todd & Betty Parnell
Tom & Jami Peebles
Dr.* & Mrs. Burl Z. Pfander
Mr. & Mrs. Tom Phelps
Mr.* & Mrs. G. Clair Plank
Mr. & Mrs. Arl W. Poindexter, Jr.
Ronald Ponds
B. G. & Marie C. Prater
Tom & Kimberley Prater
Louise Randolph
Mr. & Mrs. Herschel Reed
Jill & Brad Reynolds
Mr. & Mrs. Edwin C. Rice, Jr.
Mr. & Mrs. Arlie Rogers
Ida Rolf*
Randy Russell
Elizabeth A. Schatz
Stephen & Helen Sedora*
Mary Ann Sharp
Neil & Beverly Stenger
Geneva Stuetzer*
Harold & Helen Stoneman*
Henry Straus
Dr. William & Maura Taylor
Doug Thornsberry
David & Jeanne Toombs
Kathleen A. Travers
James Earl &
Candace M. Trogolo
Mrs. Bryan M. Van Hook
Wanda L. Van Ness
& Velma Meals
Mr. & Mrs. Eugene L. Waight
Pat Walker
Mr. Jerry Watley
Ella Wetherel*
William T. White*
Mr. & Mrs. Melvin Wilkins
Glen Widsom*
Betty Young
Tab & Cynthia Zuch
Southwest Missouri, Inc.
Kevin & Sandi Checkett
Robert & Rebecca Copeland
Frank S. Dunaway, III
Virginia Esterly
Kenneth Johnson
Samuel R. Morrow, Jr.
Mr. & Mrs. William C. Putnam
Ruth I. Rubison
Marty & Lori Smith
Dr. & Mrs. W. Russell Smith
Finley River
Elise Crain
John Nixon
Houston Community
Foundation
Bridget & Andy Dierks
Marshfield Area
Nicholas W. Inman
Monett Area
Gloria June Curbow*
Mt. Vernon Area
John L. Hayes &
Susanne M. Sickles
Winter Skelton
Aurora Area
Brian & Reneé Fogle
Nixa Community Foundation
Mr. & Mrs. Jess Graham*
Betty Ann Rogers
Mark Sellenriek
Bolivar Area
Price Baker Walden
James A. York
Ozark County
Margo Murray
David & Michelle Pointer
Republic Community
Foundation
John L. Hayes
& Susanne M. Sickles
Jane Gray Smith
Greater Seymour Area
Foundation
Anonymous
Ron Giedd
Stockton Community
Foundation
Gary & Jana Funk
Table Rock Lake
Nita Jane Ayres
John & Connie Johnson
Jack & Sherry Herschend
Julie A. Leeth
Taney County
Iva M. Awberry*
William & Sylvia Cornette
Doug & Gina Jordan
Valle Schools,
Ste. Genevieve, Mo.
Mildred & Leona Hoffman
Truman Lake
Berry & Judy Beebe
John & Betty Brecht
J.C. Smith
Mr. & Mrs.
Douglas Thomason
Robert S. Wheeler
West Plains, Inc.
Richard & Carol Silvey
*deceased
7A
People continued
Business continued
Legacy Funds
The following funds were
established by bequest to the
Ozarks or one of its affiliates:
Dorothy Ruth Acton
Charitable Fund
Carol Blackburn
Charitable Fund
John L. Bostwick Fund
John and Barbara Brooks Fund
Jessie J. Burroway
Charitable Fund
Camp Arrowhead Staff
Scholarship Fund
Marie Carlisle Fund
Alys Clevenger Fund
Collins Family Fund
Richard Cribbs
Endowment Fund
Pete Davis Family Fund
Roberta Bartley Olive
Decatur Fund
Helen M. Delano Fund
Anne Case Drummond
Endowment Fund
Austin Dunham, Noel Keller
and Earl Benfield Fund
Elwyn and
Blanche Edge Fund
William H. Epperson
Charitable Fund
William E. Eslick Fund
Linwood M. Faraday and
Helen M. Faraday Fund
C.V. Freese and Fern K.
Freese Memorial
Charitable Fund
Agnes Grady Fund
James and Ethel E. Grigg
Christmas Fund
The Ethel T. Grigg
Memorial Fund
Gravelle and Harris
Scholarship Fund
Thomas Halbert
Scholarship Fund
Warren S. and
Mary Ina Hampton Fund
Mary Hendrix Fund
Ira and Matilda
Hentschel Fund
Marion Bissett Hoblit
Scholarship Fund
Julia A. Hood Fund
Hutchens Family Fund
Harry S. Jewell, Charles
McGregor and John
McGregor Memorial
Endowment Fund
William Karchmer
Administrative Endowment
Ray D. Kelly and
Leona C. Kelly Fund
The J. Laurence Lee
Memorial Fund
The CaptainAndrew W. Long, Jr.
Scholarship Fund
Marie Rosalie Maser and
John Maser Memorial Fund
Edward A. and
Mildred T. Martz and
Louise A. Timmer Fund
William N. Maughs Fund
Esther Sands McGuire Fund
Musgrave Fund
AEola O’Harn Fund
Hazel and
Christine Pauly Fund
Pugsley Administrative
Endowment
Dorothy Burgin
Quigley Fund
Mary R. Rigney
General Endowment Fund
Ida Rolf Fund
Jessie M. Ross Fund
Nell Sewell Charitable Fund
Edith M. Short Fund
A. P. and Faye Stone Fund
A. P. Stone, Jr.
Harold and Helen Stoneman
Drury Scholarship Fund
Edward and Geneva Stuetzer Fund
The Kirby Taylor Fund
Staff
Judith Billings
Grants & Scholarships
Coordinator
[email protected]
Bridget Dierks
Director of
Foundation Relations
[email protected]
Michelle Ducre
Executive Director
[email protected]
Brian Fogle
Executive Vice President
[email protected]
Gary Funk, Ed.D.
President
[email protected]
Suzanne Grammer
Development Assistant
[email protected]
Jane Ullman Fund
Chesley and Flora Lea Wallis
Scholarship Fund
Ella E. Wetherel Charitable Fund
William T. White
Springfield Symphony Fund
Glen W. Wisdom Scholarship
and Award Fund
Jean Cossey Woodruff
Performing Arts Fund
Jean Cossey Woodruff Fund
William J. and Jessie Lee
Woody Trust for the
Humane Care of Animals
The H. Garrett and
Marion M. Wright Fund
Cassville Community
Foundation
Olin J. Brattin Scholarship Fund
Dent County
Craig Family Donor
Advised Fund
Marshfield Area Community
Foundation
Retha Stone Baker &
William G. Baker Children’s
Dental Care Fund
Retha Stone Baker & William
G. Baker Webster County
Historical Society Fund
Monett Community
Foundation
John C. Bounous Fund
Tom & Mary Del Clark
Memorial Fund
Gloria June Curbow
Mt. Vernon Area Community
Foundation
Olivia, Betty and
J.R. Moody Fund
Mountain Grove Area
Wayde C. and Marie Carlisle
The Barker Shannon
Scholarship Fund
Jess J. Graham Fund
Austin and
Leona Dunham Fund
Greater Seymour Area
Ruby Knutson and
Esther Miles Fund
ALS (Amytrophic
Lateral Sclerosis)
Organization Fund
Carthage Historic
Preservation Fund
Missouri Botanical
Garden Fund
Dorthadean Moorman
Memorial Fund
Southwest Baptist University
Endowment Fund
John and Nancy Williams
Life Estate Fund
Table Rock Lake Community
Foundation
Charlotte Bostwick
Endowment Fund
Taney County
J. Kenneth and Iva M. Awberry
Scholarship Fund
Carol Blackburn
Branson High School
Scholarship Fund
Tri-Lakes Community
Hospice Fund
Herb and Maxine Trimble
Scholarship Fund
Truman Lake
Wrigley Fund
Susanne Gray
Chief Financial Officer
[email protected]
Mary Jo Griffith
Finance Coordinator
[email protected]
Julie Leeth, Ed.D.
Vice President
[email protected]
Brianne McCormick
Director of
Fund Accounting
[email protected]
Randy Russell
Senior Program Officer
[email protected]
Carol Silvey
Senior Associate
for Advancement
[email protected]
Winter Skelton
Development
Operations Officer
[email protected]
PREVIOUSLY
ESTABLISHED FUNDS
The following funds were
established with the Community
Foundation of the Ozarks prior
to the start of the 2009 fiscal
year, which began on July 1,
2008. A list of funds established
during the 2009 fiscal year can
be found on page 5A. Funds
established with CFO’s 41
regional affiliate foundations
prior to the 2009 fiscal year are
listed in the affiliate section,
beginning on page 11A.
Administrative Endowment:
This type of fund supports
the mission of Community
Administrative
Endowment Fund
Administrative Support Fund
Dr. Thomas E. and
Mary M. Ashley
Administrative
Endowment Fund
Rob and Sally Baird
Administrative
Endowment Fund
Boatmen’s National Bank
Administrative
Endowment Fund
Peter and Kay Charles
Administrative
Endowment Fund
Harry Cooper Administrative
Endowment Fund
Flavius and Frances Freeman
Administrative
Endowment Fund
Foster Manufacturing
Administrative
Endowment Fund
Lewis G. &
Harriett Hutchens
Administrative
Endowment Fund
William Karchmer
Administrative
Endowment Fund
Linder and Mary Link
Administrative
Endowment Fund
Meek Administrative
Endowment Fund
Pugsley Administrative
Endowment Fund
Jewell Thompson Schweitzer
Administrative
Endowment Fund
Smith-Glynn-Callaway
Administrative
Endowment Fund
A.P. Stone, Jr. Administrative
Endowment Fund
Annuity:
A charitable
remainder
annuity trust or unitrust provides
a donor with lifetime income
while making a charitable gift of
the remainder at the end of the
donor’s lifetime. A charitable
gift annuity provides a donor
with lifetime income while
making a current charitable gift.
Robert and Margaret Carolla
Fund (Charitable Gift Annuity)
The Ruth E. Carter and
Lorraine A. Gjerness
Charitable Remainder
Unitrust
Larry and Joan Carter
Unitrust
Raymond and Joyce Carter
Unitrust
The W. Robert Corley Fund
(Charitable Gift Annuity)
Gloria June Curbow Charitable
Remainder Trust
Betty H. King Charitable
Remainder Trust
RDW Family and
Community Fund
William and Marilyn
Wright Donor Advised Fund
Corporate:
Donor advised fund that
facilitates a company’s
charitable giving goals.
Carnahan, Evans, Cantwell
and Brown Corporate
Grantmaking Fund
Springfield Trust
Company Foundation
Designated:
This type of fund restricts the
annual earnings to a specific
charitable entity, providing a
permanent source of funds for
that agency.
Dorothy Ruth Acton
Charitable Fund
Ray F. Aton Memorial
Patronage Initiative for the
Arts Capacity Building Fund
Fannie K. Baldwin (Posey)
Memorial Garden Fund
Roberta Bartley & Olive
Decatur Fund
John D. Bentley Fund of the
Jordan Valley Community
Health Center
Brain Injury Association
of Missouri, Inc.
Southwest Missouri Chapter
Endowment Fund
Norma L. Bugg
Fund for Children
Jessie J. Burroway
Charitable Fund
Camp Barnabas Maintenance
Endowment Fund
Caplan Autism Resource
and Education Fund
Marie Carlisle Fund
Norma A. Carolla Scholarship
Fund for Hospice Nurses
Nancy K. Hopkins and
John M. Carnahan III
Endowment Fund for
Dickerson Park Zoo
Truman Carter Fund
CFO Building Fund
Church Army USA Branson
MO Designated Fund
College Quest Foundation
Collins Family Fund
Harry Cooper
Memorial Fund #2
James H. Cosgrove and
Patricia A. Cosgrove Fund
Kenneth and
Marilyn Crumpley Fund
Jack and Helen Curtis Fund
Iris D. Darnell (Su Estes)
Charitable Fund
Austin Dunham, Noel Keller
and Earl Benfield Fund
ECHO Project Fund
Elwyn and Blanche Edge Fund
Linwood M. Faraday and the
Helen M. Faraday Fund
Founding Director Fund
Established in Honor
of Jan Horton
C.V. Freese and Fern K. Freese
Memorial Charitable Fund
Vera M. Gardner and
Grace E. Dean Fund for the
Humane Care of Animals
Greater Jordan Valley Park
Development Fund
James and Ethel Grigg
Christmas Fund
Ethel T. Grigg Memorial Fund
George L. and
Alma L. Hall Fund
Sam Farris Hamra
Community Center
Capacity Building Fund
Ira and Matilda Hentschel
Fund #1
Kay Hilton Memorial Fund
Ray and Kay Hilton Fund
History Museum of
Springfield-Greene County
Fund for Exhibits in
memory of Lester E. &
Mildred Lee Cox
Julia A. Hood Fund
The Indigent Burial and
Funeral Fund
Bingham Johnson Family
Foundation Fund
Esther S. Karchmer
Memorial Chair
(Springfield Symphony)
Keisker Memorial
Library Fund
Robert C. and Jeanne Strauss
Kramer Camp, Cultural
Arts and Educational Youth
Scholarship Fund
John H. and Ruby M. Laurie
Charitable Fund
Dotty and Bruce Lemmon
Family Fund
Sterling and
Delores Macer Fund
E. A. Martin and
Mrs. Ida M. Martin Fund
Mac and
Helen McCartney Fund
Moore Cemetery Fund
Morrisville Cemetery
Preservation Fund #1
Morrisville Cemetery
Preservation Fund #2
New Ventures in Philanthropy
George and Winifred Nixon
Fund for the Springfield Opera
AEola O’Harn Fund
Ozarks Coin Club
Building Fund
Palen Music Endowment
for the Arts Fund
Parkview Class of 1974
in Memory of Tim O’Brien
Partnership for
Sustainability Fund
Jake R. Piatchek
Endowment Fund
Dorothy Burgin Quigley Fund
The Mary R. Rigney
Designated Fund
The Jewell Thompson
Schweitzer Humanitarian
Award Fund
Susanne M. Sickles and
John L. Hayes Fund
Southwest Missouri
Humane Society Animal
Relief Fund
Southwest Missouri Humane
Society, Inc. Designated Fund
Established by the
Reverend Carol A.Walker
Southwest Missouri Swimming
Advisory Board Fund
Frank and Lillie Steury
Endowment Fund
A. P. Stone, Jr. and
Faye L. Stone Fund
Bryan Yancey Toombs,
Bryan Charles Toombs,
Lynne Toombs Datema
Memorial Fund
Robert L. Toombs
Memorial Fund
William M. “Joe Bill” Turner
Memorial Endowment Fund
Kevin Umlauf
Foundation Fund
The Charles L. Weaver, DDS
and Dorothy Weaver
Memorial Orthodontic Fund
Welsch Family Prairie
Memorial Fund
William T. White
Springfield Symphony Fund
William J. and Jessie Lee Woody
Trust for the Humane Care
of Animals
Donor Advised:
These funds allow donor
advisors to make charitable
grant recommendations to the
Ozarks. Donor advisors may
utilize a wide range of CFO
resources in their philanthropic
work. These funds require a
minimum of $25,000 and feature
an endowment component.
Anonymous Donor
Advised Fund
Ray F. Aton Memorial
Fund/Springfield Area
Arts Council Capacity
Building Fund
The Thomas H. and
Josephine Baird
Memorial Fund
Barnett Family
Charitable Foundation Fund
Donald H. Beisner
Designated Fund
Judith A. Beisner
Designated Fund
The Bethany Fund
Bloomsdale Catholic
Foundation
Bonebrake Family
Donor Advised Fund
Emily Carlile Fund
Robert and
Margaret Carolla Fund
Cook Family Donor
Advised Fund
The Cooper Foundation
Donor Advised Fund
Deigratia (By the Grace
of God) Donor Advised Fund
William H. Epperson
Charitable Fund
Ferguson Family Fund
Ferrell-Duncan Clinic Fund
Thomas W. Finnie Fund
Kathleen Poirot Griesemer
Charitable Fund
Warren S. and
Mary Ina Hampton Fund
Hardie Family Charitable Fund
Harlin Family Foundation Fund
See ESTABLISHED FUNDS Page 9A
8A
Business continued
Foundation Grant Report
Metropolitan Springfield
Grant Rounds
The ongoing, discretionary
community
grantmaking
program of the Community
located in Springfield, MO, is
conducted with distributions
from unrestricted and fieldof-interest funds within the
Foundation. Grants listed below
were made from July 2008 to
June 2009.
Health and
Social Services:
Council of Churches,
Ambassadors for Children
Services for abused/neglected
children in foster care
$19,500
Boys and Girls Town
of Missouri
Services for homeless children
$20,000
The Kitchen
Prescription services for patients
at the Kitchen Medical Clinic
$25,000
NAMI of
Southwest Missouri
“Breaking the Silence” mental
health education program
$20,555
Ozarks Regional YMCA
“Play for Life” program
$7,745
St. John’s Trauma Center
Safe Kids Program
$8,300
The Victim Center
“Child-Parent Relationship”
Program
$6,200
Victory Circle Peer Support
Support to transition
released adult offenders
back into community
$20,000
Doula Foundation of
Mid-America, Inc.
Marketing and
education materials
$1,000
Family Violence Center
Computers
$2,250
The Ozarks
Counseling Center
Computers
$2,250
Ozarks Literacy Council
Materials for “Hunger Hurts
Kids” program
$2,200
Environmental
Programming:
Student-led sustainability
projects
$28,500
Ozark Greenways
Alternative transportation
public education
$29,416
Drury University/Students
in Free Enterprise
Carbon Exchange fund
$20,000
Sierra Club,
White River Chapter
“Kids’ Guide to the Ozarks
Outdoors” guide book
$10,500
James River Basin
Partnership/Ozarks Green
Building Coalition
Supplies for public
education program
concerning sustainable
building practices and
their impact
$3,000
Senior Issues:
The Kitchen
Housing for homeless seniors
$21,644
Pool lift
$3,120
Jordan Valley Health Clinic/
Burrell Behavior Health
Dental assistance for mentally
ill clients
$5,000
Alzheimer’s Disease &
Related Disorders, Inc.
Support for patients
and caregivers
$10,000
Council of Churches
Daybreak Adult Day Care
$4,000
Missouri State
University
Music and Healing program
$4,800
Children’s Issues
in Education:
Drury University
Summer Scholars Program
$23,290
Developmental Center
of the Ozarks
Early Child Care and
Education program
$10,000
Lighthouse Child & Family
Development Center
Start-up grant for a
second facility
$19,820
Foundation for Springfield
Public Schools
High-impact classroom
grants for Title I
$37,960
Discovery Center/Boys
& Girls Club
Summer of Science program
$16,430
Springfield Public Schools,
Pleasant View School
Student garden nutrition program
$25,000
North Springfield
Betterment Foundation
School attendance
promotion program
$2,400
Coover Regional
Grantmaking Program
This year, the Louis and
Dorothy Coover Regional
Grantmaking
Program,
a
partnership between Community
Foundation of the Ozarks and
The Commerce Trust Company,
awarded $267,624 to thirteen
agencies for projects spanning
the Missouri Ozarks. Nine of
Missouri’s ten poorest counties,
in terms of per capita income,
are in the rural Ozarks (Douglas,
Hickory, Oregon, Ozark, Ripley,
Shannon, Texas, Washington,
and Wright). These 13 grants
serve each of those counties and
others throughout the region by
funding thoughtful solutions
addressing the causes and
consequences of rural poverty.
Commerce Trust Company, a
division of Commerce Bank,
N.A., serves as trustee and
investment manager for the
Coover Foundation. A partnership
was formed between Commerce
Trust and the Community
Foundation of the Ozarks in
2003 to significantly strengthen
grantmaking opportunities
throughout the region.
Barceda Families
– Lamar, MO
The Barceda Families used
funds to provide access to and
availability of children’s mental
health services in Barton,
Cedar, Dade, Dallas, Hickory,
Polk and Vernon counties.
$30,000
Bonebreak Center of Nature
and History – Salem, MO
This grant supports a multiyear youth program at the
Bonebrake Center of Nature
and History, entitled the
“Ozark Kids’ Connection.”
$10,000
See GRANT REPORT Page 9A
AGENCY PARTNER FUNDS
Agency Partners work with
of the Ozarks and its affiliates
to enhance sustainability,
promote planned giving and
collaborate in our regional
effort to enrich and better
the lives of people and
communities throughout the
Ozarks. For more information
about the opportunities offered
through
CFO’s
Agency
Partners program, please
contact us or visit us on the
web at www.cfozarks.org.
The Agency Partners Funds
listed below were established
prior to the 2009 fiscal year.
A list and description of new
Agency Partner funds can be
found in the new funds section
on page 5A and in the affiliate
section on page 11A.
Arts:
Arts on the Avenue, Inc. Fund
David & Susan Belcher
Young Artists
Scholarship Fund
Benton County Arts Fund
Boys & Girls Clubs of
Springfield “Power of
Music” Fund
Carthage Arts Council Fund
Chamber Orchestra of the
Ozarks Endowment Fund
Children’s Choir of Southwest
Missouri Fund
Claudia Foundation Fund
Clinton Area Arts
Foundation Fund
Dallas County Arts
Council Fund
Anne Drummond/Friends
of the Garden
Endowment Fund
El Dorado Springs Performing
Arts Capital Fund
The Eldon Friends of
Music Fund
Gillioz Theatre
Endowment Fund
Harlin Museum
Endowment Fund
Hickory County
Cultural Arts Fund
History Museum for
Fine Arts Endowment Fund
Lighthouse Children’s
Theatre Fund
Lockwood Cultural
Arts Council Fund
Missouri Film Alliance
of Springfield Fund
Nixa Area Arts Council Fund
Ozark Festival
Orchestra Fund
Ozarks Public Television
Cultural Arts Fund
Patrons of the Arts Fund
The Republic Fine Arts
Center Fund
Reynolds Family Arts &
Education Fund
SAC Arts Council
Endowment Fund
Salem Arts Council Fund
Seymour Area Arts Council
Building Fund-Building
Cultural Arts in Seymour
Seymour Area Arts
Council Fund
Sister Cities Association
Performing and
Cultural Arts Fund
SMMA Endowment Fund
Southwest Missouri Arts
Council Endowment Fund
Springfield Ballet
Endowment Fund
Springfield Ballet Missouri
Cultural Trust Fund
Springfield Little Theatre
Cultural Trust Fund
Springfield Little Theatre
Endowment Fund
Springfield Mid-America
Singers Endowment Fund
Springfield Regional Arts
Council Cultural Trust Fund
Springfield Regional Opera
Endowment Fund
Springfield Symphony
Association
Endowment Fund
Springfield Symphony
Cultural Trust Fund
Springfield Symphony Music
Education Trust Fund
Springfield Visual Arts
Alliance Endowment Fund
The Christine N. Steele Fund
for the Willow Springs
Arts Council
Stone’s Throw Theater
Henry Heckert Memorial
Endowment Fund
James Thompson Memorial
Scholarship Fund (Writers
Hall of Fame of America)
Walnut Street Theatre
Writers Hall of Fame of
America Endowment Fund
Community Development:
City of Republic Parks
and Recreation Capacity
Building Fund
and Recreation
Endowment Fund
Clinton Main Street
Partnership Fund
The Community Center
Foundation of Ste.
Genevieve County, Inc.
Community Partnership of the
Downtown
West Plains, Inc. Fund
Economic Development Fund
Foothill Families Fund
Grupo Latinoamericano
Endowment Fund
Howell County Extension
Council Fund
Junior League of
Springfield, Missouri, Inc.
Endowment Fund
Junior League of
Springfield Irrevocable
Endowment Fund
Mid-Town
Neighborhood Association
Endowment Fund
Nevada-Vernon County
P.R.I.D.E. Foundation
Bushwhacker Days Fund
Capacity Building
Scholarship Fund
Nixa Fire District/Local 3904
Nixa Shop Fund
Ozark Main Street
Endowment Fund
Frances Pringle 4-H
of the Webster County
Extension Council
Frances Pringle
of the Webster County
Extension Council
Polk County Extension
Council Capacity
Building Fund
Polk County Fair
Association Derald Isdell
Memorial Fund
Redings Mill Volunteer Fire
Protection Endowment Fund
Rogersville Community
Betterment Association Fund
Spring City Revitalization
Group Fund
Botanical Center Fund
Emergency Management
Education Fund
United Way of the Ozarks,
Inc. Endowment Fund
Education:
All Aboard Learning Center
Building Fund
All Aboard NAP Account
Alton Public
School Foundation:
Alton Public School
Foundation Fund
Alton Public School
Foundation
Endowment Fund
Justin Crews Memorial
Scholarship Fund
Ava Alumni Scholarship Fund
Ava Public Schools
Foundation Fund
Ava Public Schools
Foundation
Endowment Fund
Bolivar School Alumni
Association Capacity
Building Fund
Bolivar Technical Institute
Endowment Fund
Scholarship Fund
Clinton Christian Academy
Endowment Fund
Discovery Center Capacity
Building Fund
Discovery Center
Conservation
Education Fund
Discovery Center
of Springfield
Endowment Fund
Eldon FFA Alumni
Association Fund
Eldon Public Schools
Endowment Fund
Houston R-1
Educational Foundation:
Houston R-1 Educational
Foundation Fund
Houston R-1
Educational Foundation
Endowment Fund
Houston R-1
High School Gym Fund
Houston R-1 Speech
and Debate Fund
Houston R-1
Vocal Music Program Fund
Jerusalem School of
Synoptic Research Capacity
Building Fund
Jerusalem School of Synoptic
Research Endowment Fund
Lakeland R-III
Foundation Fund
Lakeland Scholarship Fund
Lockwood Public Schools
Foundation Unrestricted
Endowment Fund
Logan Rogersville
CATS (Curriculum for
Academically Talented
Students) Program Fund
Logan-Rogersville
Alumni Scholarship
Logan-Rogersville
Booster Club Fund
Logan-Rogersville
Logan-Rogersville
Endowment Fund
Logan-Rogersville
Marching Band and
Jazz Band Fund
Logan-Rogersville
PTA Fund
LRHS Project
Graduation Fund
Logan-Rogersville
Youth Empowerment
Program Fund
Marion C. Early Education
Foundation Capacity
Building Fund
Marion C. Early
Education Foundation
Endowment Fund
Miller County MU Alumni
Building Fund
MLPA Scholarship
Foundation Fund
Monett Public Schools
Foundation Fund
Mountain Grove R-III
Schools Foundation
Endowment Fund
Dr. Robert J. Murney
Endowment Fund
Nixa Education
Foundation Fund
See AGENCY PARTNER FUNDS Page 10A
9A
Business continued
COOVER GRANT REPORT
continued from page 8A
Butler County Council on
Aging – Poplar Bluff, MO
This grant supports the
ability of the Northside
Nutrition Center to provide
hot, affordable, nutritious
meals to homebound residents
in Butler County.
$4,800
Johnson County Historical
Society – Warrensburg, MO
Grant funds were used to
help restore and preserve
the historic courthouse as
well as install the necessary
upgrades to make it accessible
to all users.
$8,886
Laura Ingalls Wilder
Home Association
– Mansfield, MO
This grant was used to
help implement the master
site plan, which includes
upgrades to the facilities,
including the means to
expand education offerings.
$38,100
Lives Under Construction
Boys Ranch – Lampe, MO
This grant allowed the
ranch to purchase the
necessary equipment to
carry out community
service projects for boys
at the ranch.
$13,875
Maries County Soil &
Water Conservation District
– Vienna, MO
This money supported the
construction of a permanent
office building and
educational facility.
$5,000
Ozark Seed Bank of One
Garden – Brixey, MO
This grant funded the
SEED SOLUTION (to
HUNGER) collaboration
between Ozarks Food
Harvest and Ozark
Seed Bank is to provide
vegetable seeds, vegetable
seedlings, and basic Ozark
gardening information to
local families.
$16,750
Ozarks Food Harvest –
Springfield, MO
This grant allows Ozarks
Food harvest to continue the
backpack program for
hungry children at 14 rural
Ozarks elementary schools.
$33,004
Ozarks Medical
Center Foundation
– West Plains, MO
Money was used for the
“Ladies First” program to
address women’s health issues
in the 11 rural counties served
by Ozarks Medical Center.
$30,000
P.A.C.E. DBA Barry County
Drug Court – Cassville, MO
This grant allowed the County
to double the number of
people served by drug court,
which focuses on recovery for
non-violent substance abuse
offenders.
$17,209
Whole Kids Outreach
– Ellington, MO
This grant enabled the
organization to add to the
successful outreach programs
that address significant
disparities in prenatal
health for families living in
poverty in six socially and
geographically isolated rural
Ozarks counties: Butler,
Carter, Iron, Reynolds,
Shannon and Wayne.
$30,000
Willow Springs
– Willow Springs, MO
This project was used to
develop a program and
location for coordinating the
production and marketing
efforts of approximately
150 small entrepreneurial
employers in the area.
$30,000
PREVIOUSLY
ESTABLISHED FUNDS
continued from page 7A
John Linden Hayes
Donor Advised Fund
Ed and Virginia Heer
Family Foundation Fund
Peter and JoDee Herschend
Donor Advised Fund
Hood Family Donor
Advised Fund
Sally Lynn Hubbard
Environmental Donor
Advised Fund
Johnson Family Fund
Johnson Family
Donor Advised Fund
Lachmund Fund
Cathryn Cox Lipscomb
and Jack E. Lipscomb Fund
The Martin Family
Fund Donor Advised
Edward A. and
Mildred T. Martz and
Louise A. Timmer Fund
The Terry O. and
Mary Kay Meek Fund
Roy and Lola Nelson
Charitable Fund
Ron and Cathy Neville
Donor Advised Fund
O’Reilly Family
Foundation Fund
Ollis Family Foundation Fund
Pendleton Family Foundation
Perisseuo Donor Advised Fund
Prater Family Fund
The Rice Family Foundation
Robert E. Roundtree Fund
Errett Sechler Foundation Fund
Mercedes Freeman Smith
Education Fund
Medical Foundation Fund
in Memory of
Dr. Daniel Layton Yancey
The Lezah Stenger
Foundation Fund
Summers Family Foundation
Turner Family Charitable Fund
Constance and Vincent Tyndall
Donor Advised Fund
Woods Family Charitable Fund
Tal and Rosalie O’Reilly
Wooten Family
Foundation Fund
William and Marilyn Wright
Donor Advised Fund
Family and
Community Funds:
These smaller, donor advised
funds allow families to make
charitable
gifts
through
Ozarks. These non-endowed
funds provide a wonderful
opportunity for families who
want to engage in meaningful
acts of philanthropy.
The
minimum for this type of fund
is $2,500.
Brown Family Fund
The Cool Breeze Fund
Sherrill Brooke
Charitable Fund
Continuation of Giving Fund
Mick Denniston
Community Fund
D.W. Family Foundation Fund
Marvin H. and
Ethlyn M. Drury
Family Fund
Robert W. Duncan Family
and Community Fund
Weston Funk Charitable Fund
Helping As You Can Fund
Kitchen 903 Family and
Community Fund
The La Boda Fund
Moore Charitable Fund
The Nifty Sixty Family and
Community Fund
Squires/Parnell Family Fund
Peebles Family Fund
Penney Charitable Fund
RDW Family and
Community Fund
Susanne M. Sickles Family
and Community Fund
Charles R. Slavens Family
and Community Fund
Anna Grace
Summers Foundation
Joe and Traci Turner
Family Fund
Field of Interest:
A field of interest fund in the
area of one’s greatest concern,
such as education or the arts,
provides direction to the Board
of Directors without naming
specific nonprofit agencies.
A preference may be stated
for an agency known to be
offering appropriate services.
This fund’s wisdom lies with
the flexibility it permits for the
future.
Elese Tagge Anthony
Education Fund
Carol Blackburn
Charitable Fund #2
John L. Bostwick Fund
John and Barbara Brooks Fund
Loren and Mary E. Brunner
Endowment Fund
Burn Survivors Foundation of
Southwest Missouri Fund
Jerry & Tac Caplan
Midlife Initiative Fund
Martha R. Caywood Fund
for the Arts
Caplan Family Holocaust Fund
Lennie Cloud Fund for
the Hearing Impaired
Community Development Fund
A Field of Interest
Jack and Helen Curtis - Field
of Interest Fund
Brian Robert Duncan
Children and Teens Fund
The Ellis Fund
The Ellis Endowment Fund
William E. Eslick Fund
Founders Park Fund
C.V. Freese and Fern K. Freese
Gose Family Fund
Agnes Grady Fund
Great Southern Bank
Community Needs Fund
Harwitt House Fund
Robert C. and Jeanne Strauss
Kramer Holocaust
Education Fund
Hutchcraft/Brown Fund of
Harry S. Jewell,
Charles McGregor and
John McGregor Memorial
Endowment Fund
Nathan Karchmer Racial and
Religious Tolerance Fund
Joseph B. and
Helene L. Liebman Fund
for Stroke Victims
Leona B. Mackler Fund
The Martin Family Fund
Field of Interest
Esther Sands McGuire Fund
Miller and Sanford Educational
Enhancement Fund
Connie Wible Murray Fund
Musgrave Fund
Ralph and
James Nattinger Fund
Norma Lea and Doc John Fund
The Tim O’Brien
Memorial Fund
Hazel and Christine Pauly Fund
Robert and Frances Quinn
Memorial Fund
John, Beth and
Jack Raidel Fund
Ida Rolf Fund
Nell Sewell Charitable Fund
Edith M. Short Fund
Senior Dreams Fund
Jessie C. Smith and
Jan M. Atwell Fund
Springfield
Tree City USA Fund
John J. Stamatis
Memorial Fund
Mary Lorraine Altwater Sutkus
Charitable Fund
Bonnie Elaine Van
Benthusen Fund
Dr. Ambrose T. Walker and
Rev. Carol Walker Fund
Wally and Libby Walter Fund
Bobbie L. Wilson
Memorial Fund
Jean Cossey Woodruff
Performing Arts Fund
Jean Cossey Woodruff Fund
David B. Woodruff
Children’s Fund
Youth Empowerment
Project Fund
Philanthropy Initiative:
These funds were established
to support the Foundation’s $3
million Philanthropy Initiative
launched in 2000.
William H. and
Virginia Darr Philanthropy
Initiative Fund
Kathleen Poirot Griesemer
Philanthropy Initiative Fund
Ira and Matilda Hentschel Fund
Hutchens Family Fund
Jane Ullman Fund
Ella E. Wetherel
Charitable Fund
Scholarship:
A type of designated fund that
provides donors, organizations,
universities or companies the
opportunity to offer financial
support to students.
Aggregate Industry,
University of MO-Rolla
Scholarship Foundation, Inc.
Clyde R. Alleman
Hearld and Marge Ambler
Scholarship Fund
John D. Ashcroft
SMBA Scholarship
Dr. Thomas E. and
Mary M. Ashley
Scholarship Fund
Anita Barnes
Memorial Scholarship
The Sarah Beisner
The Chris Bell
Judy Breeding Accounting
Scholarship Fund
Camp Arrowhead Staff
Scholarship Fund
Mayor Thomas J. Carlson
Internship Fund
Lewis E. and Wilma Childress
Scholarship Fund
Dr. and Mrs. Robert D. Duncan
Memorial Fund
Fair Play Alumni
Association Scholarship Fund
Emma Foster/Tindle Mills
Scholarship Fund/Scholarship
Reserve Fund
Greg Germany
Scholarship Fund
Andy Gott Memorial
Scholarship Fund
Angela Gram Memorial
Scholarship Fund
Gravelle and Harris
Scholarship Fund
Greene County Sheriff’s
Department Family
Scholarship Fund
Thomas Halbert
Scholarship Fund
Harlan/Hardin Memorial
Scholarship Fund
Marion Bissett Hoblit
Scholarship Fund
Edna Mae Hammack Keisker
Jesse Harden Combat Soldier
College Tuition Fund
Dorothy Chestnut Harman
Elementary Education Fund
Kirk Haseltine Memorial
Scholarship Fund
Thea Jo Herron Memorial
Scholarship Fund
Marion and Mae John
Ruth Olesen Kelley Fund
Dr. Houston C. Ker and Vera
E. Ker Educational
Scholarship Fund
Lister Scholarship
Endowment Fund of
the Rotary Club
of Springfield
Donald Watts Littrell
Community Leadership
Award Fund
Logan-Rogersville
Alumni Scholarship Fund
The Captain
Andrew W. Long, Jr.
Scholarship Fund
Mark’s Memorial
Scholarship Fund
Robert and Virginia Martin
Scholarship/Teacher
Award Fund
Morrisville Academic
Scholarship #1
The Greater Ozarks Chapter
of the National Association
of Orthopedic Nurses, #144
Scholarship Fund
Earl K. Nau Ozark
Empire Fair Memorial
Scholarship Fund
James P. Robinson
Scholarship Fund
Jeffery David Ruwwe
James H. Saunders and
Edith LeDue Saunders
Scholarship Fund, a subfund
of the Smith-Glynn-Callaway
Leo and Helen Saye
Dr. Fred Carl and
Jewell N. Schweitzer
Scholarship Fund
Senior High School Class
of 1948 Scholarship Fund
in Honor of Frederick M.
& Ramona Frazier McQueary
Foundation Scholarship
Fund in Honor of
Dr. Stanley Peterson
St. John’s School of Nursing
Southwest Missouri Public
Relations Society of
America’s Dr. Joe McAdoo
Springfield Contractors
Harold and Helen Stoneman
Drury Scholarship Fund
Henry J. and Lucille J. Straus
Scholarship Fund
Henry Joseph Struck Memorial
Scholarship Fund
Arthur G. Tesar
Scholarship Fund
Thomas G. Tucker
Scholarship Capacity
Building Fund
Tracy Tucker Education
Scholarship Fund
Kevin Umlauf Foundation
Scholarship Fund
Chesley and Flora Lea Wallis
Scholarship Fund
Dr. William M. Walker
Memorial Medical
Scholarship Fund
Harlan Wehrman
Scholarship Fund
Gabe Wilson, Charlie Phillips
and Scott Bruenger Fund
The Frank E. Wilkins
Memorial Trust
Glen W. Wisdom Scholarship
and Award Fund
Supporting Organization:
In lieu of creating a private
foundation or a fund within the
Ozarks, a donor can establish
a supporting organization. A
supporting organization is
a separate legal entity with
its own board of directors,
including appointees from the
Community Foundation and its
own grantmaking program.
The Lezah Stenger Foundation
Ozarks Charitable
Real Estate Foundation
the Ozarks Stock Trust
Unrestricted:
These funds provide valuable
resources for the SpringfieldGreene County community
grantmaking
program.
Unrestricted funds generally
allow the Foundation to address
future needs.
Carol Blackburn
Charitable Fund #1
Staff Appreciation Fund
Harry Cooper
Memorial Fund #1
The T. A. and
J. A. Caplan Fund
James K. and
Jettie M. Cook Fund
Louis L. Coover and
Julia Dorothy Coover
Charitable Foundation
Max and Fern DeForest Fund
Anne Case Drummond
Endowment Fund
Fund for the Future
Fund for Springfield
Marian and
Maxell George Fund
Mary Hendrix Fund
Richard and
Shirley Jay Memorial Fund
Charles L. Jobe Family Fund
Ray D. Kelly and
Leona C. Kelly Fund
Nathan &
Esther Karchmer Fund
The J. Laurence Lee
Memorial Fund
Marie Rosalie Maser
and John Maser
Memorial Fund
Lawrence M. and
Fay B. Ollis Fund
Mary R. Rigney General
Endowment Fund
Jessie M. Ross Fund
Susanne M. Sickles and
John L. Hayes Fund
The Kirby Taylor Fund
US Bank Unrestricted Fund
Richard and
Virginia Wilkinson Fund
Mary E. Wilson
Home Memorial Fund
The H. Garrett and
Marion M. Wright Fund
10A
Business continued
AGENCY PARTNER
FUNDS continued from page 8A
Nixa Education Foundation
Endowment Fund
OTC Foundation:
Charles Banta Sr.
Scholarship Fund
Classified Staff
Scholarship Fund
Dental Assisting Educators
Scholarship Fund
Dental Hygiene
Scholarship Fund
Linda Gingry Clark
The Judge Russell Clark
Nina Myers Memorial
Scholarship Fund
OTC Foundation
Scholarship Fund #2
OTC Foundation Designated
Endowment Fund
OTC Foundation
Restricted Fund
OTC Foundation
Scholarship
Endowment Fund
OTC Foundation
Unrestricted Fund
Ozarks Antique Auto Club
Scholarship Fund
Richard Glenn Staats Endowment Fund
Ozark R-6 School District
Charles & Louise Nisen
Ozarks Literacy Council
Endowment Fund
Pierce City R-VI School
Pierce City R-VI
School Scholarship
Endowment Fund
Endowment Fund
Poplar Bluff Public
School Foundation:
Auxiliary of Three Rivers
Healthcare, Inc.
Poplar Bluff Public Schools
Endowment Fund
Dr. Michael D. Laseter
Endowment Fund
Margie J. Miller
Endowment Fund
Poplar Bluff Public School
Foundation Capacity
Building Fund
Mary Lynn Wolpers
Scholarship
Endowment Fund
Rivendale Extension Services
Endowment Fund
Organizational
Endowment Fund
Foundation for
Springfield Public Schools:
Foundation Capacity
Building Fund
The Virgil Anderson, Jr.
and Leslie Gritzmaker
Endowment
B.E.S.T. Scholarship
Back to School
with the Foundation
Buffington Scholarship
Dale Burns Endowed Fund
Bus Transportation Fund
Care to Learn
Endowment Fund
Care to Learn Fund
Central Scholarship
Libbia Chappell Endowment
Chiefs Endowment Fund
City Utilities Science
Coats for Kids
The Colonel’s Scholarship
Cronin Scholarship
Lee H. Cruse
Scholarship Fund
Sarah Leigh Day
Scholarship
Debate Fund
Delaware Playground Fund
Dunlop Scholarship
Falcon Fund
Public Schools Fund
Schools Endowment Fund
Friends of Central
Glendale Baseball Fund
Glendale HPER facility
Hall Scholarship
Hargis Scholarship
Bill Hawkins Scholarship
Hayter Scholarship
Highlander Fund
Hillcrest Fund
Incredible Pizza Card Fund
Jarrett Site Council Fund
Johnson Scholarship
Dr. Sally Johnson
Scholarship
The Leadership Fund
Scott Matthews Fund
McCarty Scholarship
McCormick Scholarship
McGregor Student Fund
Velma Counts McMillen
Endowed Fund
Memorial Fund
Miscellaneous Fund
Neville Scholarship
The Next Step
Endowed Scholarship
Palmer Scholarship
Parkview High
Soccer Field Fund
Parkview Theater
Endowment Fund
Coach Jim Pearson
Scholarship
Pershing Middle
School PTSA
Marilyn Gugel
Pfeiffer Scholarship
Project Graduation
Reading Roundup
Reed Middle School
Endowed Fund
Ann Reid Scholarship
Remember
Pepperdine Scholarship
Remember
Pipkin Endowment
Safe and Sober Prom
SEA Scholarship
Shady Dell Fund
Sinden Scholarship
Spellman Scholarship
Kipper Dale Smart
Scholarship
Temporary Fund
Springfield Reads
Springfield Youth
Symphony
SPS Marketing fund
Steele Memorial Scholarship
Stenger-Hickory Hills Fund
Stenger- Wanda Gray Fund
Zack and Tricia Stenger
Scholarship
Sweeney Scholarship
Teacher Appreciation
Banquet
Andrea Teel
Scholarship Fund
Truancy Court Fund
The Chuck Turner
Memorial Band
Scholarship for Glendale
Turner Family Fund
Underprivileged
Children’s Fund
Viking Endowment Fund
Watson Fund
Wave Fund for
Parkview High
Madeline Webb
Memorial Fund
Jeff Wester
Scholarship Fund
Whiteaker Scholarship
Kirby Wilcox Scholarship
Patty Dusel Wilcox
Scholarship
Williams Scholarship
Wings Annual Fund
Wings Brite
Endowment Fund
Wings Endowment Fund
Wings Lampe
Endowment Fund
Bob Wise Technology Fund
Writing Scholarship
York Elementary
School Fund
Sullivan School Foundation:
Alicia Key Scholarship
Harry Johanning
Scholarship
Kiwanis Scholarship
Kristy Koch Memorial
Award Fund
James and
Virginia McIntosh
Scholarship Fund
Jahn Peterson Scholarship
Sullivan Community
Recreation Facility Fund
Sullivan Schools Alumni
Association Scholarship
Sullivan School
Foundation Fund
Sullivan School Foundation
Endowment Fund
Sullivan Project
Graduation 2008 Fund
Sullivan Project
Graduation 2009 Fund
Bernard Schmidt
Scholarship
Dr. James C. Thornsberry
Scholarship Fund
The Summit School
The Summit School
Capital Campaign Fund
St. James Schools
Enhancement
Endowment Fund
Stockton Public
Schools Foundation:
Ted and Cleva Sell
Scholarship Fund
Stockton Public Schools
Foundation Abbott
Scholarship Fund
Foundation Korth
Scholarship Fund
Foundation Miller
Scholarship Fund
Foundation General
Scholarship Fund
Texas County
Technical Institute
Texas County Technical
Institute Endowment Fund
Valle Schools Foundation,
Inc. Capacity Building Fund
Warsaw Education
Foundation Fund
Warsaw
Endowment Fund
Weaubleau School District:
Dale Joseph and
Rheva Allen Blackwell
Business Scholarship Fund
Bob Stokes/Bob Krasser
Fund
West Plains
Bank of America Fund
John H. McFarland Fund
Tom Gatewood Memorial
Literacy Fund
Gatewood Award Fund
Julie McGoldrick
Scholarship Fund
Riverways Trust Practical
Nursing South Central
Career Center Fund
West Plains R-7
General Fund
West Plains R-7
Culinary Arts Fund
West Plains R-7 Band Fund
Environment & Animals:
Bryant Watershed Education
Peter Callaway Endowment
Fund (for Bryant Watershed)
Christian County
Animal Shelter Capacity
Building Fund
Christian County Animal
Shelter Endowment Fund
Clinton Animal Rescue
Endeavor Capacity
Building Fund
Crossroads Pet Breeders
Charitable Fund
FOZ (Friends of
the Zoo) Educational
Endowment Fund
Fredrick Memorial
Scholarship Fund
Friends of Animals Humane
Society, Inc. Fund
Friends of the Galloway
Creek Nature Park Fund
Friends of the Ozarks Parks
Department Fund
Greene County Farmland
Preservation Council Fund
James River Basin Partnership
James River Basin Partnership
Endowment Fund
Joann E. Landers Feline
Endowment Fund (for the
Dickerson Park Zoo)
Missouri Conservation
Heritage Foundation Fund
Missouri Environmental
Education Association
Endowment Fund
Missouri Prairie Foundation
Missouri Prairie Foundation
Endowment Fund
Missouri Prairie
Foundation Fund
Missouri Veterinary
Medical Foundation
Heritage League Fund
ORLT Operating
Endowment Fund
Ozark Greenways
Endowment Fund
Ozark Greenways
Endowment Fund #2
Ozark Regional Land Trust
Stewardship Fund
Ozark Regional
Land Trust Stewardship
Endowment Fund
The Nelson Rolf Animal
Shelter Endowment Fund
The Animal Shelter of Texas
County Fund
TASTC Endowment Fund
Tumbling Creek Cave
Foundation Capacity
Building Fund
Tumbling Creek
Cave Foundation
Endowment Fund
Upper White River
Basin Foundation
Endowment Fund
Upper White River Basin
Foundation Capacity
Building Fund
Watershed Center at Valley
Water Mill Campaign Fund
Watershed Committee of the
Wildcat Glades Conservation
and Audubon Center Fund
Wonders of Wildlife
Endowment Fund
Wonders of Wildlife
Stewardship Ozarks
Endowment Fund
Faith Based:
Brentwood Christian Church
Community Presbyterian
Endowment Fund
THE FOUNDATION:
The Council of Churches of
the Ozarks Fund
Bradshaw Summit
Scholarship Fund
Madeline Endicott
Memorial Fund (for Ozark
Presbyterian Church)
Episcopal Youth Group of
Carthage Endowment Fund
First Baptist Church of Mt.
Vernon Endowment Fund
First Baptist Church of Mt.
Vernon Fund
First Christian Church of
Gainesville Capacity
Building Fund
First Unitarian Universalist
Church of Springfield,
Missouri Endowment Fund
First United Methodist of
Monett Fund
Flood Youth Ministry
Frances L. McConkey Manse
Grace Episcopal Church
Endowment
Happy Hollow Bible Camp
Happy Hollow Bible Camp
Endowment Fund
Richard T. Mansfield
Memorial Fund, a capacity
building fund for Grace
Episcopal Church
Ozark Presbyterian Church
Capital Improvement Fund
Endowment Fund
Ozarks Christian
Academy Fund
The Perpetual Ministries
Fund of the Clinton United
Methodist Church
Rocky Mount Baptist Church
Building Fund
Rocky Mount Baptist
Church Fund
Seymour United Methodist
Church Endowment Fund
Stockton United Methodist
Southwest Missouri Lutheran
High School Fund
United Ministries in Higher
Education Permanent
Endowment Fund
Wesley United Methodist
in Memory of Eva Cleo,
Homan Moore and Lynn
Riley Moore
in Memory of Joseph F. and
Berniece L. Jirousek
Health:
Benton County Hospice Fund
Breast Cancer Foundation
of the Ozarks:
BCFO Laclede County Fund
BCFO Planned
Giving Endowment –
O’Reilly Gift
of the Ozarks
Endowment Fund
of the Ozarks Fund
Henry County Breast Cancer
CBCO Building Fund
CBCO Capacity
Building Fund
Cedar County Memorial
Hospital Fund
Community Alliance for
Compassionate Care at the
End of Life Fund
Community Hospices
of America Foundation:
Community Hospices of
America Foundation Fund
Julian G. and Virginia C.
Star Memorial Fund
Tri-Lakes Community
Hospices Fund
Dallas County Health
Foundation Fund
Family Institute of
the Ozarks (FIO) Fund
The Family Institute of the
Friends of Ste. Genevieve
County Memorial
Hospital Fund
Golden Valley Memorial
Hospital Foundation Fund
Greene County Medical
Society Alliance Health
Projects Endowment Fund
GYN Cancers Alliance
Iron County Hospital District
Board The Tree of Life Fund
Joy Lamberson-Klock New
Hope Endowment Fund
McCune-Brooks Health Care
Foundation Fund
Midwest Behavioral
Healthcare Management,
Multiple Sclerosis
Wellness (MS Wellness)
Foundation Fund
Ozarks Counseling Center
Endowment Fund
Ozarks Health
Advocacy Foundation
Ozarks Medical
Center Foundation:
Boyce and Bynum
Pathology Laboratory
Endowment Fund
Newt Brill
Endowment Fund
Dr. Jeffry A. Farrow, CSW
Endowment Fund
Graham O’Neal
Endowment Fund
Ozarks Medical Center
Foundation Capacity
Building Fund
Foundation Education Fund
Foundation
Endowment Fund
Parkinson’s Group of the
Ronald McDonald House of
the Ozarks Fund
Skaggs TEPCOR Clinical
Scholarship Capacity
Building Fund
St. John’s Health
System Fund
St. Luke’s Nursing Center
Endowment Fund
Stockton Nursing Home Fund
Texas County Memorial
Hospital (TCMH)
Healthcare Foundation Fund
Hospital (TCMH)
Healthcare Foundation
Endowment Fund
Hospital (TCMH)
Hospice of Care Fund
History:
Benton County Museum Fund
Bonebrake Center of
Nature and History
Endowment Fund
Cedar County Historical
Society Endowment Fund
Christian County Historical
Dent County Museum
Dent County Museum
Endowment Fund
Foundation for Restoration
of Ste. Genevieve
Educational Research
Award Scholarship Fund
Friends of Gray/Campbell
Farmstead Endowment Fund
Greene County Historical
E.L. “Bob” Harlin and Vesta
Harlin Charitable Trust Fund
(for Harlin Museum)
Henry County
Historical Society/Dorman
House Fund
Henry County Historical
Historic Preservation Fund
Historic Preservation
Revolving Loan Fund
History Museum
Building Fund
History Museum for
11A
Business continued
AGENCY PARTNER
Society Capacity
Building Fund
Foundation Capacity
Building Fund
Foundation
Endowment Fund
Liberty School at Gray/
Campbell Farmstead Fund
Missouri Sports Hall of Fame
Endowment Fund
Newburg Houston
House Fund
North Ward Museum
Endowment Fund
Rayo Howard Capacity
Building Fund for the
Christian County
Historical Society
Polk County Genealogical
Society Capacity
Building Fund
The Powers Museum Fund
Ste. Genevieve Memorial
Cemetery Preservation
Endowment Fund
Wilson’s Creek National
Battlefield Foundation
Wilson’s Creek National
Battlefield Foundation
Endowment Fund
Wright County Historical
Society Endowment
Library:
Cedar County Library District
Stockton Building Fund
Cole Camp Library Capacity
Building Fund
Forsyth Library Capacity
Building Fund
Forsyth Library Memorial
Endowment Fund
Friends of the Mountain View
Library Endowment Fund
Friends of the Library, Inc.,
Stockton, Missouri Fund
Friends of the Poplar Bluff
Public Library Fund
Kimberling Area
Library Cultural Arts
Endowment Fund
Kimberling Area Library
Endowment Fund
Literacy Coalition of
Southwest Missouri Fund
Ozark Regional Library/
Reading Express
Program Fund
Polk County Library
Endowment Fund
Polk County Library Capacity
Building Fund
Springfield-Greene
County Library:
Friends of the Library Fund
Dr. G.B. Lemmon, Sr.
Fund For Nonfiction
The Library Foundation:
Library Foundation
Cultural Arts
Endowment Fund
Library Foundation Fund
Friends of the SpringfieldGreene County Library
District Endowment
Building Fund
Willard Branch
Library Fund
Trails Regional
Library District:
Regional Library
Concordia Fund
Regional Library
General Fund
Regional Library
Warrensburg Fund
West Plains Public Library
Foundation Capacity
Building Fund
Social Services:
AO Capacity Building Fund
Bolivar Area YMCA Capacity
Building Fund
Bolivar Salvation Army Fund
Butler County Community
Resource Council Capacity
Building Fund
CACO - Bennett/Huffmaster
Fund
Care Connection
for Aging Services:
Butler Senior Center Capacity
Building Fund
Butler Senior Center
Endowment Fund
Care Connection for
Aging Services Capacity
Building Fund
Care Connection for Aging
Services Endowment Fund
Carroll County Senior Center
Carroll County Senior Center
Endowment Fund
Cole Camp Senior Center
Building and Equipment
Concordia Senior Center
El Dorado Springs
Senior Center Capacity
Building Fund
El Dorado Springs Senior
Center Endowment Fund
Friends of the Warsaw
Senior Center Fund
Hickory County Senior Center
Higginsville Senior Center
Endowment Fund
Higginsville Senior Center
Kern Senior Center Capacity
Building Fund
Kern Senior Center
Home Delivered Meals
Endowment Fund
Margaret Gray Lexington
Building Fund
Margaret Gray Lexington
Senior Center
Endowment Fund
Odessa Senior Center Home
Delivered Meals Fund
Stockton Senior Center
Vernon County Senior Center
Equipment Fund
Endowment Fund
Warrensburg Senior Center
Endowment Fund
Warsaw Senior Center
Windsor Senior Center
Service Board
Operations Fund
Carthage Crisis Center, Inc.
Carthage Crisis Center
Endowment Fund
The Carthage Crosslines Fund
CASA of Southwest
Missouri Foundation
Child Advocacy Center, Inc.
Christian Associates Capacity
Building Fund
Christian Associates
Endowment Fund
Clinton Senior Center Service
Board Operations Fund
Crisis Nursery of the Ozarks,
Developmental Center of the
El Dorado Springs
Special Olympics
Fair Acres Family
YMCA, Inc. Fund
Help Give Hope
Endowment Fund
Help Give Hope Fund
Bill and Betty Kimberling
Scholarship Fund
(for NAMI)
The Kitchen Capacity
Building Fund
The Kitchen
Endowment Fund
Kornerstone Programs Fund
Literacy Council
of Clinton Fund
Lost and Found
Endowment Fund
Lost and Found Fund
Marie G. Lurvey Fund
for Crosslines
Missouri State Highway
Patrol Benevolent Fund, Inc.
(THE MASTERS)
Richard Nierman Community
Education Scholarship Fund
(for Kornerstone)
Our House Foundation Fund
Ozarks Area Community
Action Corporation
Endowment Fund
Ozarks Food Harvest Capital
Campaign Fund
Irrevocable Fund
Endowment Fund
People Helping
People Fund
Polk County House
of Hope Fund
Shae Ruark Memorial
Endowment Fund
(for Child Advocacy Center)
Continued on Page 12A
Regional
REGIONAL COMMUNITY
FOUNDATIONS
AFFILLIATED WITH CFO
In 1993, the Community
began an affiliate program
designed to offer community
foundation
services
to
smaller communities and
rural counties in southern
Missouri. Studies indicate
towns with populations
of less than 250,000
would struggle to support
stand alone community
foundations;
regional
community
foundations
provide a solution. Since the
affiliate program’s inception,
regional foundations have
made more than $13.8
million in charitable grants
and
distributions.
The
the Ozarks provides an array
of important services to its
affiliated foundations:
• Investment management
driven by proven
endowment building
strategies
• Administrative/technical
assistance
• Ongoing consulting
• Board development
• Educational and
marketing materials
• Legal Counsel
• Networking opportunities
• Matching and leverage
opportunities (more than $6
million since 2000)
• Fees are three-quarters of
one percent annually (75
basis points) of the market
value of the fund
Regional
foundations
community
each have
independent boards and unique
missions, but they share the
commonality of a full-service
community foundation. All
of the foundations promote
endowment
building,
community grantmaking,
organizational collaboration
and public leadership.
At the end of the 2009
fiscal year, June 30, 2009, the
Ozarks had 40 independent
regional
community
foundations. In August
2009, the Greater Lake of
the Ozarks Community
Foundation
joined
the
CFO family, becoming our
41st independent regional
affiliate
foundation.
Please note that community
grants come from unrestricted
and field-of-interest funds.
Affiliate Funds
and Assets
Aurora Area
FY09 contributions:
$62,815
Benton County
FY09 contributions:
$141,721
FY09 distributions:
$51,515
FY09 distributions:
$114,084
Distributions
since inception:
$121,239
Distributions
since inception:
$240,254
Total Assets: $718,006
Established September 11, 2006
P.O. Box 940
Aurora, MO 65605
Board of Governors:
• Randy Howard
• Nancy Asay
• James Ferguson
• Sara Herndon
• Regina Leitle
• Joe Woodcock
For additional information,
please contact Randy Howard,
president (417) 678-2102.
Previously Established Funds
Aurora Area
Administrative Fund
Aurora Area
Unrestricted Community
Grantmaking Fund
Aurora Community
Theatre Memorial
Scholarship Fund*
Aurora Police Department
Support Fund
Ed Cook Memorial
Scholarship Fund*
J.K. Burney
Scholarship Fund*
James D. and
Mary L. Crafton
Endowment Fund*
Houn Dawg
Scholarship Fund
Miller High School
FFA/Agriculture
Department Fund
JD and Carol Ann
Pilkenton Fund
United Commercial
Travelers #632 of
Aurora, Missouri Fund*
Legacy Society Members
Brian & Renee Fogle
Community Grants
First Presbyterian Church
Angel Food Mission
$250
New Veteran’s Memorial
$250
*Established as at-large fund
of the Ozarks.
Established 1999
P.O. Box 721,
Warsaw, Missouri 65355
Board of Governors:
• Lesli Hill
• Suzie Broderson
• Randy Eaton
• Paula Spring
• Donna Stelling
• Jimmy White
• Myra Reser
please contact Lesli Hill,
president (660) 438-6201.
New Funds Established
Warsaw Community
Project Fund
Established by the Warsaw
Education Foundation to
support community and
school projects in Warsaw.
Benton County Arts Fund
Benton County Community
Foundation Administrative
Endowment Fund
Benton County
Endowment Fund
Benton County Hospice
Endowment Fund
Benton County Hospice Fund
Benton County Museum Fund
Bill and Debbie Bunch Fund
Cole Camp Library
Cole Camp Senior Center
Building & Equipment
Capacity Building Fund**
Glenn Coffey Memorial
Scholarship Fund
The Eaton Family Fund
Friends of the Warsaw
Senior Center Fund
Hill Family Community Fund
John and Lela Owen
Educational Scholarship Fund
Harold C. and Mabel Hackler
Price Scholarship Fund
Warsaw Education
Foundation Fund
Warsaw Education Foundation
Endowment Fund
Warsaw Health Care
Community Council Fund
Warsaw School
Alumni Association
Warsaw Senior Center
Warsaw Youth Empowerment
Program Capacity
Building Fund
Mahlon K. White Fund
Community Grants
Benton County CERT
CERT Training Supplies
$500
Lakeview Heights Fire Dist.
Fire Suppression Foam
$800
Lincoln R-III High School
Band Activities
$500
Lutheran School Association
Stage Construction
$700
Warsaw Main Street, Inc.
Historical Tour of Warsaw
$800
West Central Community
Action Agency
Weatherization kits
$1,200
* *A subfund of Care
Connection for Aging Services.
Bolivar Area
FY09 contributions:
$429,580
FY09 distributions:
$260,884
Distributions
since inception:
$646,349
Total Assets: $1,002,607
Established April 4, 2003
P.O. Box 996,
Bolivar, MO 65613
Board of Governors:
• Don Wollard
• Neal DeShazo
• Nancy Erickson
• Kenny Fleeman
• Lindsey Godfrey
• Debbie Ivie McQuay
• Lou Thelen Kemp
• Betty Lemons
• Dorthy Isdell
• Dan Bunch
For additional information
please contact Don Wollard,
chairman (417) 327-4734.
See REGIONAL FUNDS
& ASSETS Page 12A
12A
Business continued
Regional continued
AGENCY PARTNER
REGIONAL FUNDS &
ASSETS continued from page 11A
Russell House
Foundation Fund
Sedalia Senior Center
The Senior Center Fund
Sigma House
Endowment Fund
SEMO Area Agency
on Aging
Endowment Fund
Southwest Special Care
Homes Fund
Springfield Association
for the Blind
Organizational
Endowment Fund
Springfield Community
Center Minority Foundation
Springfield Host Lions Club
Endowment Fund
Springfield Sertoma Club
Endowment Fund
Springfield Workshop, Inc.
Endowment Fund
Springfield Workshop, Inc.
Irrevocable Fund
St. James Caring Center
Endowment Fund
Larry Gene Taylor Memorial
Fund (for Kornerstone)
Victim Center
Endowment Fund
West Vue, Inc. Capacity
Building Fund
West Vue, Inc.
Endowment Fund
West Vue, Inc. Fund
Women In Need
Endowment Fund
Women In Need Fund
Wonderland Camp Capacity
Building Fund
Bolivar Area Community
Fund
Harry Cooper Supply
Company Campaign for
the Ozarks to provide
administrative and operational
support to the Bolivar Area
Community Foundation.
Youth:
Big Brothers/Big Sisters
Endowment Fund
Big Brothers/Big Sisters
Endowment Fund #2
The Bolivar Optimists
Endowment Fund
The Bolivar Optimists Fund
Boys & Girls Club
of Poplar Bluff, Inc.
Camp Arrowhead
Endowment Fund
Camp Fire Boys and
Girls Ozark Council
Endowment Fund
Camp Arrowhead, Inc. Fund
The Commons Youth Building
Fund
Community LOVE
for Kids Fund
Dogwood Trails
Girl Scout Council
Endowment Fund
Dogwood Trails Girl Scout
Council of Mountain View
Endowment Fund
El Do Youth, Inc. Fund
Good Samaritan Boys Ranch
Endowment Fund
Houston Optimists Club Fund
Junior Achievement
Adventure Capital Fund
Lakeland Boy Scout Troop
437 Building
Maintenance Fund
Designated Fund
Operating Account
Mountain Grove Boy Scout
Troop 50 Fund
Polk County K-Life Capacity
Building Fund
West Plains Soccer
Association, Inc. Fund
Whetstone Boys Ranch
Local
Issues.
Local
Resources.
Local
Solutions.
www.cfozarks.org
Hickory Grove Cemetery
Association RF Anderson
Memorial Fund
Established for public
beautification and historic
preservation of the Hickory
Grove Cemetery in Polk
County, and in memory of RF
Anderson.
Association Benson Euliss
Memorial Fund
Established for the public
beautification and historic
preservation of the Hickory
Grove Cemetery in Polk
County, and in memory of
Benson Euliss.
North Ward Museum
Endowment Fund
John Playter Rotary
Park Fund
Polk County Extension
Council Building Fund
Polk County Fair Association
Derald Isdell Memorial Fund
Society Capacity
Building Fund
Polk County House
of Hope Fund
Polk County K-Life
Polk County Library
Polk County Library
Endowment Fund
Organizational
Endowment Fund
Walnut Street Theatre
James A. York Fund
James A. York Family
and Community Fund
June York Memorial Fund
Zion Lutheran Church
Ministerial Scholarship Fund
Zion Lutheran Church
Ministerial Scholarship
Endowment Fund
Price Baker Walden
James A. York
Community Grants
Roy Blunt YMCA of Bolivar
Endowment Fund
Established by the Ozarks
Regional YMCA/Roy Blunt
YMCA of Bolivar for long-term
funding for the Bolivar branch.
Polk County Humane
Society Fund
Established to support the nokill animal shelter.
Waste Tire Clean Up Fund
Established by the Polk County
Health Center as part of their
waste tire clean up program.
1st Assembly of God Church
Bolivar Area
Grantmaking Fund
Bolivar Salvation Army Fund
Bolivar Area YMCA
Bolivar Area Ministerial
Alliance Endowment Fund
Bolivar Area Ministerial
Alliance Capacity
Building Fund
Bolivar Optimists Club
Endowment Fund
Bolivar Optimists Club Fund
Bolivar School Alumni
Building Fund
Endowment Fund
Scholarship Fund
Bolivar Watershed
Community
Improvement Fund
Crossroads Pet Breeders
Charitable Fund
D.A.R.E. Scholarship Fund
Henry and Mary DeShazo
Family and
Community Fund
Neal & Laura DeShazo
Family and
Community Fund
Marion C. Early Education
Foundation Capacity
Building Fund
Marion C. Early
Endowment Fund
Family Institute of the Ozarks
Endowment Fund
Family Institute of the
Ozarks (FIO) Fund
Halfway R-III Academic
Enrichment Fund
Endowment Fund
Russ & Betty Lemons Family
and Community Fund
Jesse and Elsie Lower
Ronald and Lou Thelen Kemp
Family and Community Fund
Coach Charles “Hoss”
McCallister Memorial
Scholarship Fund
Mt. Olive Cemetery
Association Fund
Bolivar Area Salvation Army
Food Pantry
$1,000
Central Polk Fire and Rescue
$1,000
Polk County Christian
Social Ministries
$1,000
Bourbon
FY09 contributions:
$76,500
FY09 distributions:
$11,143
Distributions
since inception:
$11,143
Established October 3, 2002
P.O. Box 747,
Bourbon, MO 65441
Board of Governors:
• Mary Heywood
• Alice Bremer
• David Brine
• Barb Condren
• Jerry Crump
• Mike Delashmit
• Carol Hofsetter
• Jim Smith
• Becky Turner
For more information contact
Mary Heywood, president
573-732-4655.
Bourbon Community
Fund
Harry Cooper Supply
funding for the Bourbon
Mid-Ozarks CASA Fund**
Established for projects and
programs.
Watts Athletic Fund
Established by the Crawford
County R-1 School Foundation
for track improvements,
baseball and softball fields and
the gymnasium.
Bourbon Community
Foundation Fund
**Also a component fund of the
Crawford County Foundation, Inc.
Butler County
FY09 contributions:
$117,821
FY09 distributions:
$77,312
Distributions
since inception:
$238,938
Established July 16, 2003
301 N. Westwood,
Poplar Bluff, MO 63901
Board of Governors:
• Robert Sutton
• Janet Brown
• Mary Lou Brown
• Dan Duvall
• Valerie Richardson
• Roger Hogg
• Doug Libla
• Dan Phyfer
• Evelyn Whitworth
• Julie Wolpers
contact Robert Sutton,
president (573) 785-6451.
Butler County Historical
Society Fund
Established to help meet the
needs of the Butler County
Historical Society.
Butler County Council
on Aging Fund
Created to support their
important work.
Boys & Girls Club
of Poplar Bluff, Inc.
Foundation Capacity
Building Fund
Foundation Endowment Fund
Resource Council Capacity
Building Fund
Cape Arrowhead, Inc. Fund
Claudia Foundation Fund
Foothill Families Fund***
Friends of the Poplar Bluff
Public Library Fund
Hogg Family Fund
Jerusalem School of
Synoptic Research
Jerusalem School of Synoptic
Research Endowment Fund
Foundation:
Auxiliary of Three Rivers
Healthcare, Inc. Poplar
Bluff Public Schools
Endowment Fund
Dr. Michael D. Laseter
Endowment Fund
Margie J. Miller
Endowment Fund
Foundation Capacity
Building Fund
Mary Lynn Wolpers
Scholarship Endowment
Fund
Ripley Butler Clay Fund**
***Also a component
fund of the Ripley County
Cassville
FY09 contributions:
$219,460
FY09 distributions:
$10,950
Distributions
since inception:
$12,600
Established November 15, 2004
P.O. Box 624,
Cassville, MO 65625
Board of Governors:
• Landon Fletcher
• Dan Angel
• Dennis Baker
• Gary Fields
• Mary Cupps
• Susie Jacobs
• Jerry Marple
• Angela Seymour
• Mindi Atherton
please contact Landon Fletcher,
president (417) 847-6623.
Olin J. Brattin
Scholarship Fund
Established by
Jim Brattin and
Sherry Wiseman, Sherry Wiseman
& Olin J. Brattin
children of the
late Olin J. Brattin, to further
the higher education of
Cassville R-IV, Wheaton
R-III and McDonald
County R-1(Rocky Comfort
community) High School
students. Scholarships will
be awarded on financial
need, character, scholastic
achievement and ability.
Cassville Community
Fund
Provides for the
purposes of the Cassville
Cassville Community
2000 Fund
Established to hold funds for
projects that improve life in
Cassville, Mo.
Cassville Community
Grantmaking
Endowment Fund
Dorris Lorayne Sims Easley
Scholarship Fund
Ellis Charitable Fund
Community Grants
Barry-Lawrence Regional Library
Children’s Program
$250
Cassville Cub Scout Pack 76
$200
Cassville Girl Scout Troop 10176
$200
Cassville Primary School
Back Pack Program
$500
Cassville R-IV School District
Cassville FFA
$150
Cassville Scout Troop 76
$200
Cassville United Methodist Church
Food Pantry
$500
Crowder College
Student Government Forum
$250
Habitat for Humanity of
South Barry County
$250
Haven of the Ozarks
$100
OACAC Share Your Christmas
$250
P.A.C.E. Barry County
Drug Court
$250
Crawford County
Foundation, Inc.
FY09 contributions:
$228,110
FY09 distributions:
$173,581
Distributions
since inception:
$352,287
Established August 8, 2005
106 E. Washington,
Cuba, MO 65453
Board of Governors:
• Sharlene Walls
• Rachel Andreasson
• W. James Barnett, Jr.
• Joe Cason
• Lynne Hewkin
• Kathy Lasley
• Kathy McCann
• Jason Mehl
• Amy Mitchell
• Kimberly A. Robinson
• Shirley Rutz
• Kay Steffen
• Lynn Wallis
• David C. Workman, Sr.
• Kathy Herman
please contact Kathy Lasley,
president (573) 885-6772.
All Aboard Learning
Center Fund
Provides
support to the
daycare center.
Crawford County
Fund
Provides administrative and
technical support to the Crawford
County Foundation, Inc.
Crawford County R-2
Schools Foundation Inc/
Steelville Scholarship Fund
Established to benefit
Steelville students.
13A
Mid-Ozarks CASA Fund**
Established for projects and
programs.
Ed Mitchell Memorial
Scholarship Fund
Established by the Mitchell
family in memory of Ed
to further his mission of
motivating individuals to be
the best they can be. It will be
awarded to a Crawford County
R-2 student involved in FFA or
4H pursuing higher education.
All Aboard Learning Center
Building Fund
All Aboard NAP Account
Anonymous DA Fund
Crawford County
Community Grantmaking
Endowment Fund
Cuba War Memorial Fund
Recreation Center
Bill Wallis
Charitable Foundation
Bill Wallis Scholarship
**This is also a component
fund of the Bourbon
DACO Community
Foundation
FY09 contributions:
$23,798
FY09 distributions:
$11,581
Distributions
since inception:
$16,581
Serving Greenfield, Arcola,
Dadeville, South Greenfield
and Everton
P.O. Box 23,
Greenfield, MO 65661
Board of Directors:
• David Hardage
• Steve Allison
• Bob and Jeanette Blakemore
• Nancy Brannon
• David Cramer
• Chuck Daniel
• Marlene DeClue
• Jerry Freund
• Keith Hankins
• Randy and Renee Meents
• Don Nevels
• Terry Wynes
please contact David Hardage,
president (417) 300-1271.
Dadeville Youth
Empowerment Project Fund
Established to promote an
understanding of philanthropy
with high school students
in Dadeville.
P.O. Box 890,
Buffalo, Missouri 65622
Board of Governors:
• Bill Monday
• Marylou Beckner
• Janice Bramwell
• Jim Hamilton
• Dr. Arthur Mallory
• Elwin D. McCurry
• Barbara Weaver Pyatt
• Dr. Jane Pyle
please contact Bill Monday,
president (417) 345-2251.
Buffalo Youth
Empowerment Program
Fund
Allows the Buffalo YEP students
to make grants to youth-driven
projects in their area.
Dale and Deborah Redd
Scholarship Fund
Established to provide awards
to students in Southern
Missouri pursuing higher
education.
Buffalo Rotary Club Davis
and Mallory Memorial Fund
Dallas County Arts
Council Fund
Dallas County
Administrative Fund
Dallas County Fund
Dallas County Health
Foundation Fund
Kenneth Nyberg Memorial
Scholarship Fund
Larry A. Weaver, Jr.
Community Grants
Dallas County YMCA
$2,035
Dent County
FY09 contributions:
$57,502
FY09 distributions:
$103,872
Distributions
since inception:
$317,578
Established December 22, 1999
106 N. Main,
Salem, MO 65560
Board of Governors:
• Dr. Steve Watson
• James Coffman
• Marsha Odom
• Laura Parker
• Dr. Bernie Sirois
• Mark Weaver
please contact Dr. Steve Watson,
president (573) 729-6500.
DACO Community
Grantmaking
Endowment Fund
Dade County Victim
Service Center Fund
Andrew Maxwell
Memorial Fund
Community Grants
Salem Public Schools
Foundation Fund
Established to meet the
current and immediate needs
of the Salem schools.
Foundation Endowment
Fund
For long-term support of the
needs of the school district
and the students it serves.
OACAC – Dade County
Neighborhood Center
$2,500
Dadeville R-II School District
Awards to Dadeville, Everton
& Greenfield
$750
Dadeville Rural Fire Department
Defibrillator Repair
$250
Dadeville Youth
Empowerment Project Grants
Dadeville R-II School District
English Dept
$100
Music Dept
$350
Dallas County
FY09 contributions:
$46,963
FY09 distributions:
$6,335
Distributions
since inception:
$67,611
Grantmaking Fund
Established to provide grants
to the school district.
Salem Schools Parent
Teacher Organization Fund
Established to help support
the school district.
Salem Schools Project
Graduation Fund
Established for the benefit of
the 2009 Project Graduation
program.
Salem School Twelfth
Tiger Fund
the Salem Schools’ football
program.
South Central Missouri
Polled Hereford Association
Endowed Scholarship Fund
Award to a Salem graduating
senior who
has been
involved
in VoAg.
Bonebrake Center of Nature
and History Endowment Fund
Craig Family Donor
Advised Fund
The F. Joe Crosswhite Math
& Science Award Fund
Dent County Community
Foundation Fund
Dent County Museum
Dent County Museum
Endowment Fund
Luke 10:37 Fund
Salem Arts Council Fund
Dorman L. Steelman
Whitmire Family Fund
Bender Family Capacity
Building Fund
Bender Family Trust
Donor Advised Fund
Doc and Bonnie Bender
Scholarship Fund
Bulldog Educational Trust
Scholarship Fund
Bulldog Educational Trust Fund
Cedar County Memorial
Hospital Fund
Economic Development Fund
El Do Youth
Incorporated Fund
El Dorado Springs
Administrative
Endowment Fund
El Dorado Springs
Unrestricted Fund
El Dorado Springs
Building Fund*
El Dorado Springs Senior
Center Endowment Fund*
El Dorado Springs Special
Olympics Capacity
Building Fund
Elton P. Evans Fund
Force for Good Fund
Lighthouse Children’s
Theatre Fund
Dorothy Pope Nursing
Scholarship Fund
Reynolds Family Arts
& Education Fund
Spring City
Revitalization Group Fund
St. Elizabeth’s Catholic Church,
El Dorado Springs Fund
Legacy Society
Glen W. Wisdom (deceased)
Community Grants
Dent County Ministerial
Fellowship Show Me
H.O.P.E. Ministry
$272
Douglas County
FY09 contributions:
$29,202
FY09 distributions:
$8,600
Distributions
since inception:
$82,163
Established July 3, 2003
P.O. Box 967,
Ava, MO 65608
Board of Governors:
• Janice Lorrain
• Craig Carter
• Nancy Hawk
• Ann Huguenin
• Sandy Pueppke
• Betty Ridenour
• Steve Sellers
• Dianne Shay
• Larry Silvey
• Andrew Underwood
contact Janice Lorrain,
president (417) 683-5516.
Douglas County Community
Fund
Established as part of the Harry
Cooper Supply Company
Campaign for the Ozarks
to provide administrative
and operational support to
Foundation.
Ava Alumni Scholarship Fund
Ava Public Schools
Ava Public Schools
Foundation Fund
Herman E. Davis Memorial
Endowment Fund
Foundation Capacity
Building Fund
Douglas County Cultural Arts
Douglas County
Sesquicentennial Fund
Douglas County Youth
Philanthropy Fund
Community Grants
Community Grants
El Dorado Springs Preschool
Playground Equipment
$5,000
Catholic Relief Services
$1,000
Council on Families in Crisis
$250
Crosslines Center of
El Dorado Springs
$500
El Dorado Springs
Senior Center
$500
Habitat for Humanity
$500
LIA House
$250
Rainbow Network
$500
St. Elizabeth Catholic Church
$4,000
St. John’s Physicians &
Clinics Administration
$500
* A sub-fund of Care
Connection for Aging Services.
Eldon Community
Foundation, Inc.
FY09 contributions:
$89,770
FY09 distributions:
$102,921
Distributions
since inception:
$416,361
Ava High School Friday Feast
$841 Established February 23, 2005
107 W. Haynes St,
Ava Victory Academy
Eldon, MO 65026
Gold Night Celebration
Board of Governors:
$1,000 • Chalee Crouch
• Janelle O’Dell
• Anne Graves
El Dorado Springs
• Wayne Boatman
• Dennis Bond
FY09 contributions:
• Pat Crockett
$73,704
• Becky Dolby
• Tony Hutchinson
FY09 distributions:
• Linda Scrivner
$31,325
• Trevor Vernon
Distributions
• Rene Ward
since inception:
$204,812
please contact Chalee Crouch,
president (573) 302-2490.
Established May 22, 2001
309 E. Hospital Road,
El Dorado Springs, MO 64744
Board of Governors:
• Kay Forest
• Dennis Daugherty
• Cathy Frier, D.O.
• Jack Reynolds, D.O.
• Pauline Simone
please contact Kay Forest,
president (417) 876-5851.
Citizens Against Domestic
Violence Fund
Supports the mission and
work of the Citizens Against
Domestic Violence center.
Eldon High School Youth
Empowerment Project Fund
Eldon HS YEP group.
Dr. Fred Enloe Dental
Scholarship Fund
Provides scholarships to
students from Miller County
high schools pursuing a
degree in dentistry with
additional funds granted to
the University of Missouri at
Kansas City to support the
school of dentistry.
John J. and Patricia A. Caine
Family Fund
Ray and Rosetta Doerhoff
Scholarship Fund
Eldon Administrative
Endowment Fund
Eldon Community Foundation
Eldon Community
Grantmaking
Endowment Fund
Eldon Public Schools
Endowment Fund Eldon FFA Alumni
Association Fund
The Eldon Friends
of Music Fund
Eldon Quarterback Club
Friends of Animals
Humane Society, Inc. Fund
Friends of Math and
Science for Eldon High
School Fund
Geraldine Haldiman
Scholarship Fund
Kent Kehr Fund for Eldon
Miller County MU Alumni
Building Fund
Olean Jaycees Charitable Fund
Rocky Mount Baptist
Church Fund
Rocky Mount Baptist
Church Building Fund
Rural Community
Development Family
and Community Fund
Van Landuyt-Weil
Scholarship Fund
Donald & Phoebe Williams
Nursing Scholarship Fund
Wonderland Camp
Finley River
FY09 contributions:
$128,436
FY09 distributions:
$207,464
Distributions
since inception:
$318,336
P.O. Box 456,
Ozark, MO 65721
Board of Governors:
• Karen Miller
• Jackie Barger
• Carole and Clifton Collins
• Elise Crain
• Susan Haralson
• Frank Lorenz
• John Nixon
• Sarah and Mark Orr
• Dale and Rachel Robertson
• Patti and Thomas Tobin
• Bill & Debbie Phillips
• Janis Creek
please contact Sarah Orr,
president (417) 581-2243.
Friends of the Christian
County Museum Fund
Established by
Frank Lorenz,
Carole Collins
and Elise Crain
to provide for
the facility needs of the Christian
County museum. Grants will be
made upon request of any two
of the three donors.
Daniel F. Hedgpeth
Memorial Fund
Established by
Chlorene Hedgpeth,
John F. (Fred)
Hedgpeth II and Laura
Haseltine in memory of their
son and brother, Daniel F.
Hedgpeth. It will distribute
equally to Children’s Smile
Center in Ozark, the Special
Forces Ministry and Victory
Mission.
Eldon Area Community
Theater Fund
the Eldon Area Community
See REGIONAL FUNDS & ASSETS Page 14A
Theater.
14A
REGIONAL FUNDS &
Ozark Class of 2014 Project
Graduation Fund
Benefits the Project
Graduation activities of the
Ozark Class of 2014.
Youth Empowerment
Project of Ozark
Endowment Fund
Established to provide longterm sustainable support to
the Youth Empowerment
Project of Ozark.
E. Dean and
Mary Adams Fund
Ryan Capps Memorial
Scholarship Fund
Christian County
Animal Shelter Capacity**
Building Fund
Christian County Animal
Shelter Endowment Fund**
Christian County
Domestic Violence Fund**
Christian County Historical
Society Endowment Fund**
City of Ozark
Employees Fund
Clifton and Carole Collins
Fund
The Cornerstone Capacity
Building Fund
M. Elise Crain Fund
Madeline Endicott
Memorial Fund
Exchange Bank
Scholarship Fund
Finley River Administrative
Endowment Fund
Finley River Community
Fund
Friends of the Ozarks Parks
Department Fund
Neal and Betty Grubaugh
Scholarship Fund for
History Majors
Hanks-Wilson Ozark High
School Scholarship Fund
Helen Hawkins
Scholarship Fund
Rayo Howard Capacity
Building Fund for the
Christian County
Historical Society
Steven Lorenz
Memorial Fund
Dennis Miller Memorial Fund
Mark & Sarah Orr
Family Fund
Ozark Bank Fund
Ozark Boosters Club Fund
Ozark Class of 2009
Project Graduation Fund
Ozark Class of 2010
Ozark Class of 2011
Project Graduation
Ozark Class of 2012
Ozark Class of 2013
Ozark High School
Ozark Main Street
Endowment Fund
Capital Improvement Fund
Endowment Fund
Ozark School Museum Fund
Ozark Teachers and
Employees Fund
Josephine Plummer Memorial
Scholarship Fund
Sandy Russell Memorial
Scholarship for Ozark
Public Schools Fund
The Matthew P. Stoelb
Continuing the Journey
Scholarship Fund
Women In Need
Endowment Fund
Women In Need Fund
Youth Empowerment Project
of Ozark Capacity
Building Fund
Elise Crain
John Nixon
Community Grants
Finley River School
Pottery Supplies
$389
Ozark Upper Elementary
Tigerpacs
$300
Christian County
Sesquicentennial
$1,000
Ozark Police Department
Fingerprint System
$700
Ozark East Elementary
Shirts for Behavior Program
$350
South Elementary PTA
After School Activities
$217
School supplies for Low
Income Students
$179
Ozark High School
Fitness Equipment
$500
Laptop for Gifted Program
$1,487
FY09 distributions:
$7,015
Distributions
since inception:
$34,102
Established December 11, 1999
Rt. 2, Box 2802,
Wheatland, MO 65779
Board of Governors:
• Walter Darling, Sr.
• Alisa Carter
• Pam Jackson
• Dawn Vader
• Julie Foster
contact Walter Darling,
chairman (417) 282-6120.
Teacher Grants
$150
Math Club
$250
Youth Empowerment
Project of Ozark Grants
Ozark High School
Classroom programs
$150
Math Club
$250
Ozark Upper Elementary
Communication Arts
$300
Classroom Programs
Hickory County
Community Improvement
Foundation
FY09 contributions:
$40,216
$300
** This is also a component
fund of the Nixa Community
Foundation.
of the Hermann Area, Inc.
FY09 contributions:
$124,992
FY09 distributions:
$45,582
Distributions
since inception:
$118,323
Established June 6, 2005
1976 Frene Creek Rd,
Hermann, MO 65041
Board of Governors:
• Paula Pierce
• Fred Brandenburg
• Muriel Brison
• Gerald Engemann
• Jim Holland
• Steve Mueller
• Chris Neale
• Glenn Warnebold
• Debbie Weingarth
please contact Steve Mueller,
president (573) 486-0621.
Hermann Area Community
Choir Fund
Established to support
the activities of the newly
established Hermann Area
Community Choir.
of the Hermann Area
Administrative Fund
Hermann Area, Inc.
Crusade Against Cancer
Crusade Against Cancer
Endowment Fund
Hermann Area Community
Grantmaking
Endowment Fund
Hermann Area Recreation
Complex Fund
Community Grants
Services for Cancer Patients
$13,445
Digital Video Camera
$200
$22,629
Teacher Grants
$600
$4,870
Addie Longshaw Fund
for Continuing Education
Scholarship Fund
Dale Joseph and Rheva
Allen Blackwell Business
Scholarship Fund
FOCUS Fund
Hickory County Administrative
Endowment Fund
Hickory County
Cultural Arts Fund
Bob Stokes/Bob Krasser
Donnie Vaughn Memorial
FFA Scholarship Fund
Houston Community
Foundation
FY09 contributions:
$47,990
FY09 distributions:
$4,500
Distributions
since inception:
$4,750
300 E. Chestnut,
Houston, MO 65483
Board of Governors:
• Janet Lockman
• Jay Gentry
• David Hall
• Toni Combs
• Susan Warkentin
• Ron Reed
• Dr. Joe Richardson, DDS • Don & Nicole Shelhammer
• Elaine Campbell
• Sharon Rees
• Scott Dill
contact Janet Lockman,
president (417) 967-0326.
Anonymous Unrestricted
Grantmaking Fund
The Houston R-1 Education
Foundation and the Houston
established this to support
the school district and its
activities.
Houston Alumni Fund
Established to assist with
projects and programs.
Ruby Vickers Nursing
Scholarship Fund
Established by Barbara Jones
to support traditional or nontraditional students in Texas
County pursuing a career in
nursing.
Houston Community
Grantmaking
Endowment Fund
Foundation Fund
Houston R-1
High School Gym Fund
Houston R-1
Vocal Music Program Fund
Houston Optimist Club Fund
Houston R-1 Speech
and Debate Fund
TASTC Endowment Fund
Hospital (TCMH)
Healthcare Foundation Fund
Hospital (TCMH)
Endowment Fund
Hospital (TCMH) Healthcare
Foundation Hospice
of Care Fund
Institute Capacity
Building Fund*
Institute Endowment Fund*
Institute Scholarship Fund*
The Animal Shelter of
Texas County Fund
Andy & Bridget Dierks
*Established as an at-large
fund of the Community
Jacks Fork
FY09 contributions:
$83,321
FY09 distributions:
$15,200
Distributions
since inception:
$173,194
P.O. Box 1030,
Mountain View, MO 65548
Board of Governors:
• Charles C. Cantrell
• Betty Hockman
• Robert L. Miller
• Russ Schierling
• Jon Smith
• Jack Toll
contact Charles C. Cantrell,
president (417) 934-2226.
Jacks Fork Community
Fund
Established to support the
purposes of the Jacks Fork
Friends of the Mountain View
Library Endowment Fund
MSHP Sergeant C. Dewayne
Graham Jr. Memorial
Scholarship Fund
Foundation Capacity
Building Fund
Foundation Grantmaking
Fund
Liberty Track
Renovation Fund
Rotary Club of Mountain
View Nature Park
Endowment Fund
The Mtn. View
Tennis Courts Fund
Community Grants
Federated Garden Clubs
of Missouri, Inc.
Beautification Projects
$1,500
Good Samaritan Care Clinic
Unrestricted
$5,000
Good Samaritan Care Clinic
Unrestricted
$5,000
Lockwood Community
Foundation
FY09 contributions:
$52,061
FY09 distributions:
$4,941
Distributions
since inception:
$15,861
Established February 25, 1998
P.O. Box 1,
Lockwood, MO 65682
Board of Governors:
• Fred & LaRue Lemons
• Larry & Marsha Allen
• Clark & Beverly Blackwell
• Orval & Donna Cooper
• Sheldon Easson
• Mike & Renee Galer
• Roger & Ella Whaley
please contact Fred Lemons,
president (417) 232-4597.
Lockwood Community
Fund
Established for Lockwood
Community Foundation’s
costs.
Lockwood Community
Development Fund
Established to provide
funding for historic
preservation, downtown
beautification and economic
development for Lockwood.
Lockwood Skate
Park Fund
Established by Elise Nentrup
and Kenny Snider to build a
skate park in Lockwood, Mo.
Fred and LaRue Lemons
Family Charitable Fund
Lockwood Cultural Arts
Council Fund
Lockwood Fund
Lockwood Public Schools
Endowment Fund
Lockwood Youth
Empowerment Program
The Schilling
Scholarship Fund
Community Grants
Lockwood R-1 School District
Equipment
$4,541
Marshfield Area
FY09 contributions:
$74,476
FY09 distributions:
$33,011
Distributions
since inception:
$161,377
P.O. Box 427,
Marshfield, MO 65706
Board of Governors:
• Robert S. Foster
• Caroline Ames
• Barbara Herren
• Anita Hunter
• Fay King
• Sue Minor
• Vicki Shalloup
• Bill Tierney
please contact Robert Foster,
president (417) 881-3477.
Friends of Del Massey Fund
Established
by Neva
Schroder and
Mat Strouse
to preserve the
history and
Del Massey
integrity of Del Massey’s
life and legacy in conjunction
with Del Massey Park, part of
the Marshfield City Park system.
Marshfield Cherry Blossom
Festival Fund
Established to
assist with the
expenses incurred with the
community festival.
The Veterans Monument Fund
Established by John Stroebel,
David Casperson, and John
Walker to build a veterans
monument in Marshfield.
Retha Stone Baker and
William G. Baker Children’s
Dental Care Fund*
Retha Stone Baker and
William G. Baker
Webster County Historical
Society Fund*
Callaway Historic Cabin Fund
The Dickey Administrative
Endowment Fund
The Dickey Fund
John and Anne Foster
Family Fund
Kathryn Garst Gray and
Henry E. Gray Scholarship
Fund in loving memory of
Lester and Nanalee Garst
Hidden Waters Nature Park
Capacity Building Fund*
Hidden Waters
Nature Park Fund
Edwin Hubble Statue Fund
Kurt Mikal Luebbert
Memorial Fund
Marshfield Area
Endowment Fund
The H. Lyman Mooney
Music Scholarship Fund
Nicholas W. Inman
Continued on Page 15A
15A
Community Grants
Children’s Dental Services
$831
Children’s Dental Services
$91
Karen Sligar Memorial
Scholarship Fund
Wallace Family Foundation
Donor Advised Fund
Witt Family Charitable Fund
Hubble Elementary
Success Team/Café
$500
Webster County Victim
Assistance Program
Supplies for Client Outreach
$800
Gloria June Curbow
(deceased)
Red Ribbon Week Activities
$500
Monett Area
FY09 contributions:
$80,250
FY09 distributions:
$79,482
Distributions
since inception:
$866,413
Established September 3, 1998
P.O. Box 362,
Monett, Missouri 65708
Board of Governors:
• Mark Nelson
• Rod Anderson
• Mark Brownsberger
• Thom Conus
• Mike Gollhofer
• Patricia Holt
• John Jungmann
• Jane Sligar
• Robin Walker
• Jim Wheeler
please contact Mark Nelson,
president (417) 235-2265.
Monett Administrative Fund
Helps support the operational
costs of the Monett Area
Monett Area YMCA
Endowment Fund
Established for long-term
funding for their facility and
programming.
Southwest Missouri
Lutheran High School Fund
Distributes to Trinity Lutheran
School in Freistatt, MO, to build
a Southwest Missouri Lutheran
High School in Monett.
Howard and Dorothy
Anderson Education
Assistance Fund
BLAST Fund
John C. Bounous Fund
Priscilla Bradford
Scholarship Fund
CACO - Bennett/Huffmaster
Fund
Tom and Mary Dell Clark
Memorial Fund*
Bill and June Curbow Fund
Gloria June Curbow
EFCO Rep Scholarship Fund
First United Methodist
of Monett Fund
IDF Scholarship Fund
Kelley Family
Charitable Fund
Dayton and Pearl Mackey
Fund (for Camp Barnabas)
Dayton and Pearl Mackey
Donor Advised Fund
Kenneth and
Mary McShane Fund
Monett Business and
Professional Women Fund
Monett Community Fund
Monett Public Schools
Foundation Fund
Monett Youth Empowerment
Project Capacity
Building Fund
Andrew R. Norton Memorial
Scholarship Fund
Marcus O’Hara Spirit
Scholarship Fund
Ozark Festival
Orchestra Fund
The Patriot Family Capacity
Building Scholarship Fund
Endowment Fund
Scholarship Endowment Fund
Community Grants
Monett R-1 Schools
New Scoreboard
$14,578
Ozark Festival Orchestra
$125
PACE
$1,500
Mount Vernon Area
FY09 contributions:
$36,203
FY09 distributions:
$41,448
Distributions
since inception:
$751,829
Established March 16, 2005
P.O. Box 348,
Mt. Vernon, MO 65712
Board of Governors:
• Steve Fairchild
• Dan Breeden
• Lonnie Baugh
• Lynne Cowherd
• Dave Eden
• Mark Phillips
• Bob Walster
• Rita Moriondo
• Jerald & Shirley Geisler
please contact Steve Fairchild,
president (417) 466-2185.
Pavilion Project Fund
Established by the Kiwanis
Club of Mt. Vernon to help
build a new a new park
pavilion and restrooms to
improve the Spirit of 76 Park
in Mt. Vernon, Mo.
First Baptist Church of
Mt. Vernon Endowment Fund
First Baptist Church of
Mt. Vernon Fund
Olivia, Betty and
JR Moody Fund*
Mount Vernon Area
Endowment Fund
Mt. Vernon Boosters Club
Track Fund
Mt. Vernon Area
Administrative Fund
Ann and Doug Sickles
Lorraine A. Sutkus and Nancy
Weisacosky Scholarship and
Teacher Award Fund*
John L. Hayes and Susanne
M. Sickles
Winter Skelton
Community Grants
Mount Vernon Schools
Wheelchair Ramp
$600
Mountain Grove Area
FY09 contributions:
$47,266
FY09 distributions:
$36,778
Distributions
since inception:
$228,250
Established February 25, 2004
120 W. 16th St,
Mountain Grove, MO 65711
Board of Governors:
• Dr. David Barbe
• Robin Allen
• Jim Allessi
• Mary Armstrong
• Kathy Austin
• Dr. David Gourley
• Lindell Holifield
• Glenn Kemper
• Roger Lindsey
• Don Walker
• Max Pamperein
please contact Dr. David Barbe,
president (417) 926-6111.
Mountain Grove Alumni
Association Fund —
educational activities in
Mountain Grove.
Mountain Grove Alumni
Established for Mountain
Grove students.
The Morgan and Henry Brown
Jamie Byrd Scholarship
Wayde C. and Marie Carlisle
Memorial Scholarship Fund*
Carl and Pauline Kemper
Memorial Fund
Mountain Grove Area
Bricks & Mortar Fund
Mountain Grove Area
Education Fund
Mountain Grove Area
Grantmaking
Endowment Fund
Mountain Grove Boy Scout
Troop 50 Fund
Mountain Grove Capacity
Building Unrestricted Fund
Mountain Grove R-III
Schools Foundation
Endowment Fund
Mountain Grove Senior
Center Fund
Mtn. Grove Area Community
Endowment Fund
Clyde Rowen
Scholarship Fund
The Barker Shannon
Scholarship Fund
Joe Richard Sneiderman Art
Scholarship Fund
Joe and Emma Todd
Memorial Fund
Wright County Historical
Wright County Scholarship
Program Fund
Legacy Society
Anonymous
Community Grants
Mountain Grove Senior Center
Kitchen Equipment
$1,154
*Established as an at-large fund
of the Ozarks.
Newburg Community
Foundation
FY09 contributions:
$10,816
Distributions
since inception:
$45,225
12530 CR 7530,
Newburg, MO 65550
Board of Governors:
• Carol Myers
• Linda Davidson
• Alyson Garvey
• Brenda Hines
• Elizabeth TeGroen
please contact Carol Myers,
president (573) 762-2036.
Newburg Community
Grantmaking
Endowment Fund
Newburg Houston
House Fund
Nixa Community
Foundation
FY09 contributions:
$90,927
FY09 distributions:
$70,644
Distributions
since inception:
$612,093
105 Sherman Way, Ste 108,
Nixa, MO 65714
Board of Governors:
• Sharon Whitehill Gray
• Debby Lawson
• Betty Ann Rogers
• Jimmy Sebree
• Mark Sellenriek
• Leigh Hall
• Ken Worthley
please contact Sharon
Whitehill Gray, president
(417) 725-1545.
Christian County Sheriff’s
Department Association
Safety Palooza
$1,250
Developmental Center
of the Ozarks
Building Needs
$989
Espy Elementary School
Document Cameras
$1,200
Heart 4 Women
Nixa 8th Grade Girls Conference
$1,250
Inman Elementary School
911 Tele-Trainer
$785
Care to Learn - Nixa Fund
Established in conjunction
with Nixa Public Schools to
benefit students with basic
needs such as hunger, health
and hygiene.
Main Street School
Mentoring Young Composers
$1,034
Administrative Fund
Grants to the Nixa Community
Foundation for administrative
and operational purposes.
Nixa Amateur Radio Club
Completion of HF Radio
Station
$1,500
Bricks & Mortar Fund
Century of Learning Alumni
Scholarship Fund
Christian County
Animal Shelter Capacity
Building Fund**
Christian County
Animal Shelter
Endowment Fund**
Christian County
Domestic Violence Fund**
Christian County Optimists
Club Skate Park Fund
Dorinda’s Dream Fund*
Tracy Anderson
Memorial Fund
Glenn and Irene Ball Fund
Denzil Morris Family
Athletic Scholarship Fund
Austin and Leona Dunham
Fund (Nixa Public Schools)
Jess J. Graham Fund*
Claude E. and Etta Grace
Hilton Fund*
Mack Road Memorial Fund
Kevin “Cub” Martin
McCroskey Family Fund
Doug Nimmo
Scholarship Fund
Nixa Area Arts Council Fund
The Nixa City Employees
Fund
Nixa Shop Fund
Nixa Shop Unrestricted Fund
The Nixa Fund
Nixa Education Foundation
Endowment Fund
Nixa Education
Foundation Fund
Nixa Rotary Park Fund
Nixa School District
Teachers & Employees
Fund
Nixa Sucker Days/Rex Harp
Scholarship Fund
Nixa Youth Empowerment
Program Capacity
Building Fund
Ozark Bank Fund
Betty Ann Rogers Family
and Community Fund
Shaffer & Hines Corporate
Unrestricted Fund Elnora
Sprague Scholarship Fund
Edna B. Wasson Family Fund
Pansy Wasson Memorial
Fund (elementary education)
Shane Whitehill Family
Memorial Fund
Mr. and Mrs. Jess Graham
(deceased)
Betty Ann Rogers
Mark Sellenriek
Community Grants
OACAC Christian County
Neighborhood Center
Backpack Program
$1,000
Champion Athletes of the Ozarks
Sports, Competition and
Life Skills
$1,000
Child Advocacy Center
Interview for Children
$945
Mathews Elementary
School Books
$1,978
Nixa Police Department
Online Investigative System
$1,428
Smart Board
$2,677
Nixa Schools
Projectors and Cases
$1,240
Prenatal Curriculum
$1,600
Nixa Senior Center
Paving of Parking Lot
$1,000
Shapes Mentoring
Mentor Training
Finley River School
Pottery Equipment
$1,500
$161
South Elementary PTA
After School Activities
$33
School supplies for Low
Income Students
$71
Nixa Early Childhood Center
Computer and Screen
$1,200
Nixa Junior High School
20 Balance Scales
$1,017
Books
$950
Digital Camera & Accessories
$568
Extreme Team Mentoring
$1,000
“Time to Move” DVDs
$2,072
OACAC Christian County
Neighborhood Center
$1,000
Thomas School
Lights, Camera, Learning
$500
Scanner
$100
** This is also a component
fund of the Finley River
Oregon County
FY09 contributions:
$98,892
FY09 distributions:
$17,452
Distributions
since inception:
$22,433
Established
August 3, 2007
P.O. Box 97,
Alton, MO 65606
Board of Governors:
• Gary Cross
• David Crews
• Joe Crider
Christian County Family
Crisis Center Building Needs
$5,000 See REGIONAL FUNDS & ASSETS Page 16A
16A
REGIONAL FUNDS &
• Stacy Hambelton
• Jim Hart
• Ed Hatton
• Wilma Heiskell
please contact Gary Cross,
president (417) 778-7490.
Alton Girls Athletics Fund
Established by the Alton
Public School Foundation to
benefit girls’ athletics.
Alton Public School
Fund
Established by the Alton Public
School Foundation and the
Oregon County Community
Foundation to assist with unmet
school needs.
Larry Wallace Endowed
Scholarship Fund
Established by Mildred
Wallace for an
Alton High
School graduate
in the top 25%
of the class. The
preference is for
business majors,
then education or healthcare
majors.
Alton Public School
Foundation Fund
Alton Public School
Justin Crews Memorial
Scholarship Fund
Leon DuBois Memorial
Scholarship Fund
Oregon County Community
Grantmaking Fund
Oregon County Literacy Fund
Ozark County
FY09 contributions:
$174,333
FY09 distributions:
$22,526
Distributions
since inception:
$67,056
Established January 23, 2003
P.O. Box 218,
Gainesville, MO 65655
Board of Governors:
• Steve Rackley
• Jessica Blackburn
• Karen Brantingham
• Amy Britt
• Bill Cook
• Jeff Dotson
• Stephen Morrison
• Mary Newton
• Janet Taber
• Kerrie Zubrod
contact Steve Rackley,
president (417) 679-3331.
Dora R-III School
Fund
Established by the Dora R-III
School Foundation to provide
long-term support to the
school district.
Dora R-III School
Foundation Fund
Established to hold money
raised by the Dora R-III
School Foundation to benefit
the school district in a variety
of ways.
Gainesville Industrial
Development Donor Advised
Fund
Established to promote
economic and commercial
development in and around
Gainesville.
Rodger Neil Hickerson, Jr.
Golf Fund
Established by Rodger and
Kim Hickerson to honor
their son’s love for golf by
providing funds for the golf
program in Dora schools.
Rodger Neil Hickerson, Jr.
Golf Endowment Fund
This endowment fund also
established by the Hickersons
will provide long-term support
to further the golf program for
students in Dora Schools.
Ozark County Ice
Relief Fund
Provides assistance to victims
of the 2009 ice storm, as well
as community disaster relief.
Pontiac
Fireworks Fund
Helps support
the annual
public fireworks
celebration in
Pontiac, Mo.
Bill Bauer who
was instrumental
in establishing
the fund.
Rosa Leah Spencer
Established by Fred Spencer
with the Dora R-III School
Foundation to award a Dora
student with financial need
who demonstrates leadership
qualities exemplified by
involvement in school and/or
school activities.
Matt Abraham Memorial
Scholarship Fund
Benton and Genelle Breeding
Scholarship Fund
Benton and Genelle Breeding
Family Fund
Brixey and Rockbridge Fire
Department Fund
First Christian Church of
Gainesville Capacity
Building Fund
Verne and Verla Cubbage
Scholarship Fund
Grant A. Finley Memorial
Scholarship Fund
GHS Alumni
Scholarship Fund
Harlin Family Memorial
Fund for First Christian
Church of Gainesville
Dave Jones Youth
Outdoor Fund
Mearle and Stella Luna
Scholarship Fund
McGinnis Family Fund
Murray Scholarship Fund
Ozark County Community
Endowment Fund
Foundation Capacity
Building Fund
Building Fund
Ozark County YEP Fund
Ruby Robins Trust for
Preservation of Local
History Donor Advised Fund
Roxena Stith
Endowment Fund
Margo Murray
David & Michelle Pointer
Community Grants
Senior Citizens of Ozark County
Unrestricted
$150
Ice Storm Relief Grants to 13
Fire Departments
$4,200
Community Ice Relief
$1,000
Ozark County Library
Distributions for Library Needs
$2,487
City of Gainesville, MO
Fairgrounds/Arena Improvement
$1,000
Republic Community
Foundation
FY09 contributions:
$75,973
FY09 distributions:
$23,091
Distributions
since inception:
$50,205
9340 W. Farm Road 144,
Springfield, MO 65802
Board of Directors:
• Stanley Coggin
• Lynn Bishop
• Randy Brake
• Pam Hedgpeth
• Steve Lohkamp
• Jane Gray Smith
• Jared Keeling
• David Stokley
• Vickie Hayward
contact Stanley Coggin,
president (417) 235-7836.
Joe King Memorial
Scholarship Fund
Established by Pam Hedgpeth
to award a Clever student
pursuing higher education
with a preference to those
involved with Vocational
Agriculture and athletics.
2010 Republic High School
2011 Republic High School
Lt. Col. John Michael
Armstrong Memorial
Scholarship Fund
and Recreation Capacity
Building Fund
and Recreation
Endowment Fund
Gift of Caring Fund
People Helping People Fund
Republic Community
Endowment Fund
Republic Community
Grantmaking
Endowment Fund
The Republic Fine Arts
Center Fund
Republic School
Volunteers Fund
Jane Gray Smith
Charitable Fund
Ronnie Smith Employee
Endowment Fund
Walter L. Smith
The Glenda D. Swift
Education for Success Fund
Mary Ann White
John L. Hayes and
Susanne M. Sickles
Jane Gray Smith
Ripley County
FY09 contributions:
$176
• Chauncy Buchheit
• Ron Coleman
• Wayne Drury
• Don Heil
Chris Kertz
• Lisa Klein
• Russell Loida
• Veronica Sharlow
• Bob Mueller
contact Sandra Cabot,
president (573) 483-9595.
Kent Kehr Administrative
Operations Endowment Fund
Established as part of the Harry
Cooper Supply Company
Campaign for the Ozarks
will help support the work of
the Ste. Genevieve County
The Ferry Landing & River
Beautification Fund
Foundation for Restoration
of Ste. Genevieve
Educational Research
Award Scholarship Fund
Ozark Regional Library/
Reading Express
Program Fund
Ann Murray Schaefer
Memorial Fund
Ste. Genevieve
Community Fund
Ste. Genevieve County
Community Development
Fund
Community Development
Endowment Fund
Scholarship Fund
Endowment Fund
Ste. Genevieve Memorial
Cemetery Preservation
Endowment Fund
The University of Missouri
CEED Grant Fund
Community Grants
FY09 distributions:
$627
HospiceCare, Inc.
Doves for Ste. Genevieve
Memorial Hospital
$500
Distributions
since inception:
$8,878
Ste. Genevieve Art Guild
Promenade Des Arts
$800
Ste. Genevieve Community
Services Forum
Autumn Daze Art events
$200
118 Washington-Maness
Building,
Doniphan, MO 63935
Board of Governors:
• Randolph Maness
• Charles R. Bowman
• Barbara Brummit
• Pat Griffin
• Bill Kennon
• Gene H. Leroux
• Sam Price
• Dorothy Rice
• Paul Ripley
• George Samuel
• Stan Schultz
• Diane Silman
• Lester K. Wright
contact Randolph Maness,
president (573) 996-3814.
Foothill Families Fund**
Ripley Butler Clay Fund**
Ripley County Chamber
of Commerce Fund
Ripley County Community
Foundation Capacity
Building Fund
Ripley County
Endowment Fund
**Also a component fund of
the Butler County Community
Foundation.
FY09 contributions:
$266,650
FY09 distributions:
$260,070
Distributions
since inception:
$1,075,254
P.O. Box 247,
Ste. Genevieve, MO 63670
Board of Governors:
• Sandra Cabot
• Ralph Beckerman
Ste. Genevieve Parish St.
Vincent De Paul
Food Pantry Items
$2,500
Ste. Genevieve
Sheriff’s Department
New Patrol Car
$29,443
Weingarten Volunteer
Fire Department
Hoses & Equipment for Truck
$20,250
Wolf Creek Fire Department
Rescue Equipment
$7,181
Vicentian Marian Youth
VMY Youth Service Project
$3,220
St. James Area
FY09 contributions:
$3,017
FY09 distributions:
$20,015
Distributions
since inception:
$63,251
P.O. Box 487,
St. James, MO 65559
Board of Governors:
• Candace Connell
• Sheran Ashby
• Sam Auxier, Jr.
• Jan Burch
• Janell Cheek
• Dan Marshall
• Joy Tucker
• Dennis Wilson
contact Candace Connell,
president (573) 265-8650.
Terri L. Bruner Music
Scholarship Fund
St. James Area Capacity
Building Fund
St. James Area
Grantmaking Fund
St. James Caring Center
Endowment Fund
St. James Memorial
Endowment Fund
St. James Schools
Enhancement
Endowment Fund
Bloomsdale St. Vincent De
Paul Pantry
Food pantry Items
$2,500
Greater Seymour
Area Foundation
FY09 contributions:
$97,571
Bloomsdale Volunteer
Fire Department
Assistance for New Fire Truck
$20,000
FY09 distributions:
$53,884
St. Mary’s Volunteer
Fire Department
Defibrillators
$3,050
Ste. Genevieve
Police Department
Defibrillators for Patrol Cars
$3,050
Community Center
Foundation of Ste. Genevieve
Replace Pool Pumps
$13,300
County of Ste. Genevieve
911 Center Equipment for
Communications Trlr.
$31,500
First Presbyterian Church
Ste. Genevieve City
New Food Pantry
$5,000
Hope Church Food
Pantry Items
Distributions
since inception:
$277,336
$2,500
Kinsey Fire Protection
Association
Mini Pumper Truck/Outfit
Brush Truck
$15,650
Emergency Management
Radio and Base Stations for
ECC Compliance
$4,462
Firefighters Association
Equipment for Cribbing Trailer
$7,500
Nutrition Center Food &
Nutritional Needs
$2,500
P.O. Box 456,
Seymour, MO 65746
Board of Governors:
• Daniel Underwood
• Mike Barlow
• Lee Binley
• Janice Blankenship
• Bruce Denney
• Ron Giedd
• Charles Haywood
• Rachel Hoagland
• Helen Lamb
• Skipper Maybee
• Marilyn Mingus
• Kevin Rudolph
• Ernie Snyder
• Renne Wallace
• Gary & Tammy Haney
please contact Janice
Blankenship, president
(417) 935-4801.
Fordland Clinic
Endowment Fund
Established to help sustain
the organization as it serves
the wider rural community
in providing comprehensive
medical, dental and mental
healthcare to all area residents
without regard to insurance or
income.
Fordland Clinic Fund
Established to hold operating
and day to day funds for the
full medical family practice
and urgent care services.
17A
Mansfield/Norwood
Community Fund
Supports public educational
and charitable projects in
the Mansfield and Norwood
communities.
Mansfield Youth
Gardening Project Fund
Established by Mansfield
Public Schools and Fordland
Clinic to support a youth
gardening project at Mansfield
High School. Wellness for Webster
County Scholarship Fund
Established by the Fordland
Clinic for a Webster County
student pursuing a career in
the health profession who
intends to return to Webster
County to practice.
Blaine A. Childress
Scholarship Fund*
Blaine A. Childress Seymour,
Missouri, Library Cultural
Arts Fund*
Mattie E. Childress
Memorial Fund*
Robert B. Childress
Memorial Fund*
The Fordland Imagination
Library Fund
Dr. & Mrs. Ronald Giedd
President Emeritus Fund
Greater Seymour Area Fund
GSAF Administrative Fund
GSAF Administrative
Endowment Fund
Jerry and Carol Kleier Family
and Community Fund
Ruby Knutson and
Esther Miles Fund*
Lone Star Freewill Baptist
Church Scholarship Fund
Sue (Coutchie) Loughrige
Scholarship Fund
The Mansfield Imagination
Library Fund
Frances Pringle Capacity
Building Fund of
the Webster County
Extension Council
Frances Pringle 4-H Capacity
Building Fund of
the Webster County
Extension Council
School Moms Building
Restoration Fund
Seymour Area Arts
Council Fund
Building Fund – Building
Cultural Arts in Seymour
Seymour Elite YEP
Endowment Fund
The Seymour Dolly Parton
Imagination Library Fund
Seymour Historical
Preservation Society Fund
Seymour Pals Fund
Seymour Pharmacy Corporate
Grantmaking Fund
Seymour Senior Quality
of Life Fund
Seymour United Methodist
The Seymour Youth
Empowerment Capacity
Building Fund
The Silvey Cemetery Fund
Dan & Nancy Underwood
Family and
Community Fund
Anonymous
Ron Giedd
Community Grants
Seymour Dolly Parton
Imagination Library
Books
$2,140
Fordland Dolly Parton
Imagination Library
Books
$1,256
Mansfield Dolly Parton
Imagination Library
Books
$787
American Legion Post #1502
Flag Books for Jr. High
$100
Historic Preservation Camcorder
$843
Friends of the Library Audio
& Children’s Books
$357
Ozarks Family YMCA
Special Olympics Program
$500
Seymour Headstart Book a
Month Per Child
$750
Seymour Senior Citizens Center
Supplements for Home Bound
$400
Zion Lutheran Church King’s
Food Pantry
$750
Seymour Youth
Dolly Parton Imagination
Library
Unrestricted
$300
Seymour R-2 School District
7th & 8th Grade Basketball
Uniforms
$400
Academic Team Materials
$500
FCCLA, Relay for Life
$200
FY09 contributions:
$692,979
FY09 distributions:
$640,356
Distributions
since inception:
$3,759,323
The Professional Building,
Suite 11, 221 W. 4th Street
Carthage, MO 64836
Board of Governors:
• Ted Evans, Jr.
• Bill Lee
• Kenneth Johnson
• Samuel Morrow
• Mike Lawrence
• David B. Mouton
• Miriam Putnam
• Nancy Sanders
• Lori Smith
• Katie Bell
• Barbara Hicklin
For additional
information
please contact
Michelle Ducre,
executive director
(417) 359-5534.
Carthage Historic
Preservation Capacity
Building Fund
Established to support its work.
Carthage Rotary Club
Charitable Fund
Established to provide grants
to public educational and
charitable purposes.
Carthage Rotary Scholarship
Established to provide higher
education to Carthage students.
CFSM Capacity
Building Fund
Established by the Community
Foundation of Southwest
Missouri to distribute
to public charitable and
educational purposes.
Lagniappe
Fund
Established by
Michelle and
Richard Ducre
and their sons Kai and Davin will
help make grant recommendations
from the Lagniappe Fund which
means “something extra.”
The Vivian León Fund for
the Musical Arts created
by the Missouri Southern
International Piano
Competition
Distributes to organizations
(including colleges/universities)
that offer classical music
programs with an emphasis
on piano performance to the
community and/or to schools
in the Jasper & Newton county
area of southwest Missouri.
MSIPC Capacity
Building Fund
Established by the Missouri
Southern International Piano
Competition to distribute
back to MSIPC or directly to
vendors for payment of bills.
Dorthadean Moorman
Memorial Fund
Established by Ms.
Moorman’s bequest to the
Southwest Missouri. It will
equally benefit Crosslines
of Carthage and the College
Heights Christian Church.
Community Grants
Jean S. Morrow and Samuel
R. Morrow, Jr. Memorial Fund
Established by Mr. Morrow
to distribute equally to the
Fair Acres Family YMCA of
Carthage for camperships for
needy youth and Carthage
Crosslines Ministries upon his
passing.
Carthage Area United Way
Community Service Video
$750
ALS Organization Fund
George and Geraldine
Beimdiek Memorial Fund
Beimdiek Challenge
Grant Fund
Steve and Mary Jean
Beimdiek Family and
Community Fund
Leland and Donna Browne
Foundation
Curtis Rex Carter Science
Scholarship Fund
Carthage Arts Council Fund
The Carthage Crosslines Fund
The Carthage Fund
Carthage Crisis Center
Endowment Fund
Carthage Crisis Center, Inc.
Carthage Historic
Preservation Fund
Carthage Public Library Fund
Carthage Youth
Empowerment Program
City of Carthage
Beautification Fund
City of Carthage
Carter Park Fund
City of Carthage
Dog Park Fund
Colossians 3:17 Fund
Southwest Missouri
Operating Endowment Fund
The W. Robert Corley Fund
Episcopal Youth Group of
Carthage Endowment Fund
Fair Acres Family
YMCA, Inc. Fund
Gregg and Sheila Galbraith
Donor Advised Fund
Grace Episcopal Church
Endowment Fund
Jasper County 1895
Courthouse Preservation Fund
Jasper County Courthouse
Doris & Ken Johnson
Memorial Fund
The Joplin Fund
The McCune-Brooks Health
Care Foundation Fund
Richard T. Mansfield
Memorial Fund
Missouri Botanical
Gardens Fund
Quigley Jasper County
Christian Athlete
Scholarship Fund
The John O. Phelps and
Carolyn B. Phelps
Charitable Fund
The Powers Museum Fund
Redings Mill Volunteer Fire
Protection Endowment Fund
Dr. W. Russell Smith Family
Foundation Fund
Endowment Fund
Southwest Missouri Arts
Endowment Fund
Stone’s Throw Theater
Henry Heckert Memorial
Endowment Fund
J. Ross and Maryetta E. White
Memorial Fund
Wildcat Glades Conservation
and Audubon Center Fund
Mark and Stephanie Williams
Kevin & Sandi Checkett
Robert & Rebecca Copeland
Michelle Ducre
Frank S. Dunaway, III
Virginia Esterly
Kenneth Johnson
Samuel R. Morrow, Jr.
Mr. & Mrs. William C. Putnam
Ruth I. Rubison
Marty & Lori Smith
Dr. and Mrs. W. Russell Smith
Carthage Historic
Preservation, Inc.
Computer for Digital
Historical Project
$275
“This Place Matters” Events
$725
Children’s Haven of
Southwest Missouri Crisis
Service for Fliers and Phone Ads
$750
Boys & Girls Club of
Southwest Missouri Summer
Camp Scholarships
$275
Carthage Youth
Carthage R-9 School Foundation
Club Sabatino
$1,000
Odyssey of the Mind
$1,000
Unrestricted
$945
Stockton Community
Foundation
FY09 contributions:
$84,922
FY09 distributions:
$16,809
Distributions
since inception:
$149,613
17150 S. 1539 Rd,
Stockton, MO 65785
Board of Directors:
• Ginger Hendrickson
• Brian Hammons
• Dennis Reaves
• Dr. Vicki Sandberg
• Larry Shellhorn
• Charles Skaggs
• Stewart Thomson
please contact Ginger
Hendrickson, president (417)
276-6883.
Skaggs/Exxon Mobil
Fund
Provides administrative
and operational support to
the Stockton Community
Foundation.
Stockton Teen
Empowerment
Program
Grant Fund
Allows the Stockton Teen
Empowerment group to give
grants on an as-needed basis.
Stockton Teen
Empowerment Program
Endowment Fund
Established to provide longterm support to the group’s
projects and activities.
Cane Hill Family and
Community Fund
Cedar County Historical
Cedar County Library District
Stockton Building Fund
Friends of the Library, Inc.
Stockton, Missouri Fund
SAC Arts Council
Endowment Fund
Ted and Cleva Sell
Scholarship Fund
Stockton Community Center
Stockton Community
Foundation
Grantmaking Fund
Stockton Lake
Conservation Fund
Stockton Lions
Community Fund
Stockton Nursing Home Fund
Foundation Abbott
Scholarship Fund
Foundation General
Scholarship Fund
Foundation Korth
Scholarship Fund
Foundation Miller
Scholarship Fund
Stockton Rebuilding Fund
Stockton Revolving
Loan Fund
Stockton Senior Center
Capacity Building Fund*
Stockton United Methodist
Gary and Jana Funk
Community Grants
Optimist International
Chairs in the RB Expo Center
$290
SAC Arts Council
Sound System for City Players
$360
Student Communication
Interaction
$500
Social networking
$498
Young Tiger Book Club
$500
High School & Middle School
Communication Arts
$250
Middle School
Beautification Club
$250
Friends of the RB Project
$500
Stockton Summer
Youth Program
Baseball program
$500
*A subfund of Care Connection
for Aging Services.
Table Rock Lake
FY09 contributions:
$86,151
FY09 distributions:
$410,448
Distributions
since inception:
$1,254,841
574 Horsecreek Tree Farm,
Galena, MO 65656
Board of Governors:
• Connie Johnson
• Nita Jane Ayers
• Jim Riddle
• John Coonrod
• Richard Dean
• Melissa Ortman
• Lisa Rau
please contact Connie Johnson,
chairman (417) 357-6061.
Nita Jane Ayres Donor
Advised Fund
Established by
Nita Jane Ayres to
assist her charitable
gift planning.
Boys & Girls Club
of the Ozarks**
Established to
assist with its
more immediate funding needs.
Roy Rogers-Dale Evans
Legacy Fund**
Established by
the Roy
Rogers-Dale
Evans Museum to help support
the museum and its work.
Table Rock Lake
Administrative Fund
Harry Cooper Supply
funds for the Table Rock Lake
21st Century Fund
Charlotte Bostwick
Endowment Fund*
Jack Herschend Donor
Advised Fund
Kornerstone Programs Fund
Richard Nierman Community
Education Scholarship Fund
See REGIONAL FUNDS & ASSETS Page 18A
18A
Second Wind Fund
The Senior Center Fund
Table Rock Lake Community
Grantmaking
Endowment Fund
Larry Gene Taylor
Memorial Fund
Tri Lakes Board of Realtors
Good Neighbor Fund**
Jim Langham Rotary
Professional Development
Fund
Established by
Belinda Langham
in memory of her
husband to send
teachers from the
Hollister and/or Branson school
districts to the National Council
of Teachers of Mathematics
annual conferences.
Nita Jane Ayres
Jack & Sherry Herschend
John & Connie Johnson
Julie Leeth
Ozark Mountain Family
YMCA Fund
Established for long-term
funding for the facility in
Hollister.
Community Grants
Boys and Girls Club
of the Ozarks
Computer
$2,000
Central Crossing Fire
Protection District
Training Equipment
$2,465
Christian Associates
Stone County Crisis
Response Services
$7,000
Galena City Hall
Repairs at Community
Park/Playground
$2,500
Kimberling Area
Library Association
Children’s Books and Large
Print Books
$2,000
Kornerstone, Inc.
Funds for Family Literacy
$5,800
Lives Under Construction Ranch
New Phone System
$1,500
Reeds Spring Primary School
Parents as Teachers Materials
$1,500
Southern Stone Betterment
Association Operations Funds
$2,000
US Coast Guard Auxiliary,
Flotilla 55
Materials to Promote Life
Jacket Use
$525
Rockaway Beach Economic
Development Fund
Supports the economic
development of Rockaway
Beach, Missouri.
REGIONAL FUNDS &
** Also a component fund of
the Taney County Community
Foundation.
Taney County
FY09 contributions:
$296,705
FY09 distributions:
$127,407
Distributions
since inception:
$319,344
189 Hobart Dr.,
Forsyth, MO 65653
Board of Governors:
• Doug Jordan
• Brent Blevins
• Mike Booth
• Julie Clifford
• Sylvia Cornette
• Stephen Critchfield
• Rick Davis
• Mike Gailey
• Mitch Holmes
• Bill Jones
• Katie Steele-Danner
• Chris Willard
For more information,
please contact Doug Jordan,
president (417) 230-6960.
Boys & Girls Club
of the Ozarks**
Established to
assist with
immediate funding needs.
Branson R-4 Education
Foundation Fund
Established to accept
short-term charitable
donations.
Branson R-4 Education
Created to assist with the
long-term needs of the school
district and its students.
Cornette Family Fund
Established by William and
Sylvia Cornette to help with
their family’s giving.
Roy Rogers-Dale Evans
Legacy Fund**
Established
by the Roy
RogersDale Evans
Museum to help support the
museum and its work.
Administrative
Endowment Fund
J. Kenneth Awbery and Iva M.
Awbery Scholarship Fund
Carol Blackburn
Branson High School
Scholarship Fund
Bradleyville Health
Clinic Fund
Branson Area Community
Grantmaking Fund
Community Presbyterian
Endowment Fund
Flood Youth Ministry
Forsyth Community
Foundation
Grantmaking Fund
Forsyth Library Capacity
Building Fund
Forsyth Library Memorial
Endowment Fund
Dr. Mary King Long
Scholarship Fund
The Kirby Foundation Fund
Frances L. McConkey Manse
Skaggs Foundation
Supporting Fund
Tri Lakes Board of Realtors
Good Neighbor Fund**
Tri-Lakes Community
Hospices Fund
Herb and Maxine Trimble
Scholarship Fund
Village of Bradleyville
Endowment Fund
Libby Wrona, Forsyth,
Missouri Library Fund
**Also a component fund
of the Table Rock Lake
Iva M. Awberry (deceased)
William & Sylvia Cornette
Doug & Gina Jordan
Community Grants
Bradleyville R-I Public Schools
Vocational Agriculture
Department Curriculum
Enhancement
$1,100
Crisis Center Service Support
$2,000
OACAC Taney County
School Readiness Project
$1,500
Shepherd of the Lakes, LCMS
Quilting Project for Nonprofits
$200
The White River Valley
Historical Society Reading
Program
$200
Truman Lake
FY09 contributions:
$262,992
FY09 distributions:
$80,269
Distributions
since inception:
$511,385
P.O. Box 463,
Clinton, MO 64735
Board of Governors:
• Sandie Sorbo
• Patty Bancroft
• Marnie Bellamy
• John Brecht
• Linda Coleberd
• Jim Cook
• Galen Dody
• Lynn Gabbert
• Dr. Gary Groff
• Gerald Happy
• Randy Shipman
• J.C. Smith
• Sandra Thomason
• Julius Wall
• Robert Wheeler
• Bruce Hadley
please contact Sandie Sorbo,
president (660) 885-2134.
Union State Bank and
Trust Fund
Julius F. and Sally Wall Fund
Gus and Susie Wetzel Fund
Windsor Senior Center
Service Board
Operations Fund
The Wrigley Fund
Clinton Schools
Henry Elementary
Technology Needs
Bill J. and Patricia A.
Burgess Fund
Established by Mr. and Mrs.
Burgess to support Twin
Lakes Hospice. Grants will
be for the benefit of Henry
County hospice patients.
Clinton Youth
Empowerment Program
Fund
Supports Clinton YEP’s effort
to raise money to grant back
to youth-driven philanthropic
activities in the Clinton area.
Bob & Ginnie Cook
Family Foundation
charitable projects while
honoring Bob & Ginnie.
Truman Lake Community
Fund
Established for the
purposes of the Truman Lake
Anonymous Fund
The Aquila Fund
Clinton Animal Rescue
Endeavor Capacity
Building Fund
Clinton Area Arts
Foundation Fund
Clinton Christian Academy
Endowment Fund
The Clinton Christian
Academy Gymnasium Fund
Clinton Industrial
Development
Corporation Fund
Clinton Main Street
Partnership Fund
Clinton Memorial Camp Fund
Clinton Senior Center Service
Board Operations Fund
Community Memorial Fund
Dody/Young
Scholarship Fund
Douglas and Kristi Kenney
First Baptist Church Fund
Golden Valley Memorial
Hospital Foundation Fund
Henry County Breast Cancer
Society Children’s Corner
and Theatre Fund
Society/Dorman House Fund
Henry County Soldiers
Memorial Maintenance Fund
Denver W. & Marjorie J.
Johnson Fund
Sara Jane and Anthony
J. Komer Family and
Community Fund
Lakeland R-III
Foundation Fund
Lakeland Scholarship Fund
Lakeland Viking Alumni
Scholarship Fund
Literacy Council of
Clinton Fund
Thomas W. McNutt Family
& Community Fund
Midwest Behavioral
Healthcare Management, Inc.
The Perpetual Ministries
Fund of the Clinton United
Methodist Church
Prevention Services for
Youth Fund
Quality of Life
Endowment Fund
Ronda Seaton, DVM
Skidmore Foundation Fund
Samuel A. Sloan, Evelyn
Sloan and Beulah Sloan
McCoy Scholarship Fund
Sandra E. & Douglas L.
Thomason Family Fund
Truman Lake Community
Foundation Unrestricted Fund
Berry & Judy Beebe
John & Betty Brecht
JC Smith
Mr. & Mrs. Douglas Thomason
Robert S. Wheeler
Community Grants
$900
Henry County 4H Robotics
Program
$611
Henry County Fair Board for
HVAC
$3,000
Henry County Health Center
Meds for Free Clinic
$611
Samaritan Center
Food Assistance
$611
St. Clair County Senior
Center Meals on Wheels
$1,500
Community Memorial
Engraved Bricks
$84
Clinton Friends of the Park
Emancipation Proclamation
Celebration
$1,200
Clinton Tourism Association
Tour of Missouri Bike Race
$896
of West Plains, Inc.
FY09 contributions:
$135,092
FY09 distributions:
$53,177
Distributions
since inception:
$112,909
27 Court Sq.,
West Plains, MO 65775
Board of Governors:
• Kris Norman
• Larry Butler
• Jack Doss
• Rita Fugate
• Kevin Gleghorn
• Joe Kammerer
• Wayne Kaufman
• Brenda Malkowski
• R.A. Pendergrass
• Myles Smith
• Jim Thompson
please contact Carol Silvey,
CFO Senior Associate for
Advancement (417) 256-4725.
Joe Paul Evans Community
Endowment Fund
Established by the
West Plains
to honor the
West Plains
mayor.
Established to assist the
Council in the long-term.
West Plains Capacity
Building Fund
Provides assistance for
community development and
betterment projects in the
West Plains area.
West Plains R-7 Educational
Established to provide long-term
support to the school district.
Arts on Avenue, Inc. Fund
Bank of America Fund
The Bell-Garrison Family
and Community Fund
Peter Callaway
Endowment Fund
Shane Alan Cameron
West Plains Administrative
Endowment Fund
Doug Darr Memorial
Scholarship Fund*
Stephen A. Douglas
Scholarship Fund Ozarks
Christian Academy Fund
Downtown West Plains, Inc.
Fund
Friends of the Galloway
Creek Nature Park Fund
Tom Gatewood Memorial
Literacy Fund
Gatewood Award Fund
E.L. “Bob” Harlin and Vesta
Harlin Charitable Trust Fund
Harlin Museum
Endowment Fund
Howell County Domestic
Violence Enhanced
Response Team Fund
Council Fund
Trish Kissiar Knight Hall of
Fame Volleyball Endowed
Scholarship Fund
John H. McFarland Fund
Julie McGoldrick
Scholarship Fund
Oakwood Life Sharing
Services, Inc. Fund
Ozarks Christian
Academy Fund
Riverways Trust Practical
Nursing South Central
Career Center Fund
West Plains Community
Grantmaking Endowment Fund
West Plains R-7 Band Fund
West Plains R-7
Culinary Arts Fund
West Plains R-7 Educational
Foundation General Fund
West Plains Soccer
Association, Inc. Fund
Whetstone Boys Ranch
Richard & Carol Silvey
Community Grants
City of West Plains Parks and
Recreation Galloway Park
Halloween Event
$250
MSU – West Plains
Literacy Awareness Campaign
$500
Willard Charitable
Foundation
FY09 contributions:
$81,235
FY09 distributions:
$31,851
Distributions
since inception:
$79,320
P.O. Box 548,
Willard, MO 65781
Board of Governors:
• Danette Proctor
• Judy Craig
• J.M. Crighton
• Sandy Gold
• Guy Morelock
• Steve Vaughn
• Steve West
• Sam Farmer
• Jerome Rader
• Jeff Baker
• Amy Shelson
• Chrysta Forrest
please contact Danette Proctor,
president (417) 742-3500.
John Oscar Farmer Family
Scholarship Fund
Established for Willard
high school graduates who
are pursuing a degree in
engineering or geology with a
preference for attendance at a
Missouri college or university.
Helping Hooves Fund
Established by Mark Rader,
Sandy Gold and the Willard
Charitable Foundation, to
fund equine related therapies.
Conco Charitable Fund
19A
Dr. Mildred Fortner
Scholarship Fund
Nicholas David Rader
Memorial Fund
Willard Branch Library Fund
Willard Charitable Foundation
Administrative Fund
Scholarship Fund
Willard Children’s Health
and Dental Fund
Willard Children’s Health and
Dental Endowment Fund
Willard Community
Grantmaking
Endowment Fund
Community Grants
Willard Fire Department
$300
Willow Springs
FY09 contributions:
$576,525
FY09 distributions:
$15,950
Distributions
since inception:
$24,450
P.O. Box 345,
Willow Springs, MO 65793
Board of Governors:
• Phil Knott
• Sheila Burtchett
• Steve Norman
• Jamie Ogden
• Hubert Reaves
• Carol Ann Richardson
• Joan Bailey-Russell
• Lou Wehmer
please contact Phil Knott,
president (417) 469-3134.
Hometown Pride Fund
Established by Steve & Ginny
Norman for public projects
that benefit the Willow
Springs community.
Norman Family Fund
Established by Steve & Ginny
Norman to help them with
charitable giving.
Mildred Ann Groves
Childress Memorial Fund*
The Christine N. Steele
Fund for the Willow Springs
Arts Council
Sadie Ruth Ferguson Fund
Willow Springs Community
Foundation Community
Development Fund
fund with the Community
A gift
that
truly
does
go on
giving.
www.cfozarks.org
Coming soon
Rural Schools Partnership
is a Community Foundation of
the Ozarks initiative that assists
rural school districts with
alternative resource development,
collaboration and place-based
education strategies.
embraces three consensus-based
strategies for strengthening rural
schools:
• Develop Alternative Resources
• Build Collaborations
and Partnerships
• Introduce Place-Based
Education Strategies
More to come in the next edition.
Working Together
to Strengthen
Rural Schools
& Communities
The Rural Schools Par tnership
is dedicated to assisting
r ural school districts with:
Alter native resource development
Collaboration
Implementing place-based
education strategies
Suppor ted by:
Harry Cooper Supply Company
Campaign for
the Ozarks
of the Ozarks
www.RuralSchoolsPartnership.org

2009 CFO Annual Report - Community Foundation of the Ozarks

Transcription

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