FINAL 2014 WCF Annual Report

Transcription

Building
A Lasting Legacy
WAYNE
COUNTY
FOUNDATION
Annual Report 2014
Ben and Lanette Young have
created endowed funds in
communities where they have
lived and worked. Two of them
are administered by the Wayne
County Foundation.
1 | Wayne County, Indiana, Foundation, Inc. Annual Report 2014
Building
A Future of Giving
He came from a family of ‘meager means’ and was the second of nine children.
She came from a more affluent family and was one of two children. She was
expected to attend college. He was the first in his family to attain a degree. She
learned to give back at an early age. He never saw that modeled in his home.
But regardless of their differing backgrounds, together, they agree – philanthropy
is important to them.
Ben and Lanette Young have created seven endowments in the various
communities where they have worked and lived, and from where they ‘have taken
treasures.’ From Nebraska where Lanette grew up, to Maryland, Missouri, North
Carolina and Indiana, where the Youngs both worked for colleges and universities,
they have created permanent funds to benefit future generations. Ben credits
his service on the Wayne County Foundation board for opening his eyes to the
value of endowments. “We want to do something now, while we’re alive, that will
outlast our time here,” he said.
Two of their funds are at the Wayne County Foundation. The most recent, the
Benjamin F. and Lanette E. Young Student Scholarship Fund Benefiting Ivy Tech
Community College Richmond Region and Indiana University East, will serve
students who have completed an Associate’s Degree at the Richmond Ivy Tech
campus and are continuing on toward a Bachelor’s Degree at IU East.
“It’s important to us to see the student succeed when they complete the
Associate’s Degree. We want to help them continue on to earn their Bachelors
here in our community,” Ben added.
While the purposes of the funds they have established are varied, the Youngs
agree that giving back, whether that’s a continuation of a family tradition or the
start of a new one, will continue to be at the center of their lives together.
waynecountyfoundation.org | 2
Building
By Giving Back
Max Brown, whose family goes back several
generations in Hagerstown, established the
Hagerstown Hometown Fund last year with an
initial contribution of $100,000 and an additional
$50,000 from Giving Indiana Funds for Tomorrow,
an initiative of Lilly Endowment Inc.
The stated purpose of the fund is to “provide
support for organizations, programs and initiatives
to improve the quality of life of Hagerstown
residents, especially with respect to education and
social services.”
A return to Hagerstown for his 50-year Hagerstown
High School reunion in 2011 sparked the idea
for the fund. During the event, the high school’s
principal spoke about changes in the economy
and in family structures and the rise of poverty and
homelessness in the community. From that, the
idea for the Hagerstown Hometown Fund was born.
Brown, who now lives in Columbus, Ohio, with his
wife Lenore, had a career in journalism, publishing
and printing. He and Lenore established CM Media
in 1975 and over the next thirty-two years the
company grew to include 24 newspapers, multiple
magazines and specialty publications, and a
commercial printing company.
Max hopes others will help continue to grow
the Fund and add to the legacy he wishes to see
created for his hometown.
Recognizing Excellence
Ruth J. Wickemeyer Award
For Community Service
Aileen Wickett-Harris
For over twenty years, Aileen Wickett-Harris has quietly addressed the issue of
hunger in Wayne County. As Coordinator of the Community Kitchen outreach
ministry at St. Paul’s Episcopal Church, Aileen has overseen the serving of thousands
of hot meals to guests in need of food or fellowship since the Kitchen opened in
September 1994. Through her networks, she has increased the volunteer base,
obtained in-kind donations, and helped raise funds for the operations of the Kitchen.
In her nomination letter, the Reverend Susan Bennett said, “Aileen’s ministry is one of service in the name of Christ. She
has a compassionate heart and a modest spirit and is guided by her strong Christian ideals.”
Aileen also organizes a monthly Community Dinner at her home church, Webster United Methodist Church, where she
also serves as Lay Leader, Sunday School teacher, and Bible Study leader.
Charles A. Rodefeld Award
For Leadership in Philanthropy and Community Service
Dr. Frank and Mrs. Mary Alice Adney
PREVIOUS WICKEMEYER
AWARD RECIPIENTS
2006
2007
2008
2009
2010
2011
2012
2013
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Pat Bowers
Wilbur Rodenberg
Dr. James Daggy
Betty Mark
Alan Spears
David Nixon
Jill King
Penn Ansorg
PREVIOUS RODEFELD
AWARD RECIPIENTS
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
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Charles A. Rodefeld
Robert W. Rosa
J. Ross and Natalie Harrington
Kathleen Postle
Becky Rosa
John M. Harlan
Jim and Helen Cope
William R. Niersbach
Victor R. Jose
Donald C. McCullough
Tom and Claire Ann Milligan
Inezetta Stiver
Paul Lingle
Andy Cecere
Albert Gentry
Jon Ford
David and Carla Stidham
Richard ‘Jeff’ Jeffers
Cheri Jetmore
Father John Luerman
In his nomination letter, Richmond Art Museum Director, Shaun Dingwerth, noted “Mrs. Adney is the epitome
of someone who has improved the effectiveness of local charitable institutions while maintaining an attitude of
humility. Her significant personal gifts have benefited numerous local organizations in Wayne County including
the Richmond Art Museum, Girls Inc., Richmond Symphony Orchestra, and Wayne County Historical Museum.
She has given without want of recognition or fanfare, preferring to quietly impact the programs in the spirit of true philanthropy.”
Prior to his passing, Dr. Frank Adney shared this generous giving philosophy with his wife. Now, she continues that tradition by supporting programs that benefit
children and education, and the arts and culture in our community.
When asked about her giving, Mrs. Adney said her goal in giving is twofold: to help others and to inspire future philanthropy.
A Million Dollar Match Up
Last year forty local organizations participated in the Foundation’s Challenge Match. Collectively they raised $792,580 which, added to the match
offered by the Foundation and twelve Challenge Match Sponsors, resulted in a community campaign that raised $1,023,950 in a twelve-day period.
2014 was the first year that every participating organization exceeded their match goals. These goals corresponded to the size of the organization’s
budget and the strength of their proposal to leverage the Foundation’s match. Larger organizations were eligible for up to $10,000 in matching
dollars from the Foundation; smaller organizations up to $5,000.
Levi Coffin House
Nestled along a busy state highway in the quiet town of Fountain City, Indiana,
sits the unpretentious Levi Coffin House. If walls could talk, this home would
share decades of secrets from its time as a stop on the Underground Railroad.
Soon that story will have a new chapter: the Levi Coffin House Interpretive
Center is being built using state funding, many generous contributions, and
support from the Wayne County Foundation.
Leveraging funds was a theme for the Coffin House in 2014. Early in the year,
they received a $25,000 grant from the Macy Museum Fund at the Foundation.
This helped garner state funds which were offered on a matching basis.
Throughout the year, individuals challenged their friends, the community, and
other organizations to match their personal giving. Last fall the Coffin House’s
participation in the Challenge Match resulted in nearly $20,000 of additional
support on a $5,000 match goal.
Challenging, leveraging, growing, and investing together. That’s the path the
Levi Coffin House is taking to remember our past and create a living history for
the next generation.
Challenge Match
Participants and the
Amount They Raised
Amigos $19,900
Birth-to-Five $19,385
Boys & Girls Clubs of Wayne County $118,771
Children’s Justice and Advocacy Center $11,804
Christian Charities of Richmond and WC $13,412
Circle U Help Center $23,248
Communities In Schools $25,080
Community Food Pantry $34,329
Cope Environmental Center $78,103
Gateway Vineyard Church Food Pantry $17,715
Girls, Inc. $36,190
Golay Community Center $33,000
Hayes Arboretum $17,610
HELP the Animals $23,290
Hope House $27,007
Junior Achievement $10,200
Guy Victor Bordo,
conductor of
the Richmond
Symphony
Orchestra, works
with young
musicians.
Special Thanks to our 2014
Challenge
Match Partners:
Brady Ware
The Connie and Roger Green
Donor Advised Fund
The Fund for Tomorrow
Richard E. Jeffers
Boys & Girls Clubs of Wayne County
What happens when you match a match with a match and a match? You raise over
$118,000! That’s what the Boys & Girls Clubs of Wayne County did during the 2014
Challenge Match period. Building on the Foundation’s challenge with a match offered by
First Bank Richmond and another offered by Richmond Baking Company, the Club was able
to triple their donors’ gifts and raise $118,771 to support the operations and programs of
the Club that now serves around 2,500 youngsters in 5 different locations.
Richmond Symphony Orchestra
The King Family Donor Advised Fund
Paul and Pat Lingle
Richmond Baking
The Rosar Donor Advised Fund
Steven E. and Margie Stoller
Dave and Carla Stidham
US Bank
Wayne Bank and Trust Company
Similarly, the Symphony also met and exceeded the Foundation’s challenge by acquiring
an additional $10,000 anonymous donation to be used to multiply gifts given during the
Challenge Match period. That gift, combined with the Challenge Match funds and gifts
from the community, resulted in over $55,403 in contributions for the Symphony during
the 12-day period.
K-Ready $17,339
Levi Coffin House Association $19,548
Model T Ford Club of America $83,661
Northeastern Music Boosters $17,170
Open Arms Ministry $20,555
Peer Information Center for Teens $5,980
Quaker Hill Conference Center $7,710
Richmond Art Museum $36,685
Richmond Civic Theatre $30,770
Richmond Day Nursery $6,930
Richmond Family YMCA $11,621
Richmond Friends School $34,504
Richmond Rose Garden $8,503
Richmond Symphony Orchestra $55,403
Starr-Gennett Foundation $14,675
Sunrise $16,335
Wayne County Cardinal Greenway $21,232
Wayne County Historical Museum $17,210
Wayne County Literacy Coalition $3,261
Wayne County Soil and Water Conservation District $3,985
Western Wayne Dollars for Scholars $32,764
Whitewater Valley District 9 Pro Bono Commission $10,573
Youth As Resources $5,470
YWCA of Richmond $33,023
Funds That Support
Community Grant-Making
New Funds
Unrestricted and Field of Interest funds are
the most flexible types of funds. They allow
the Foundation’s Board of Directors to make
grants in response to the community’s
most important needs and promising
opportunities.
Len and Mary Jo Clark Endowment
Fund ($6,010) Established to support
the Foundation’s unrestricted community
grant-making.
Patricia Wedding Unrestricted Fund
($45,306) Established with the remainder
of Patricia Wedding’s Charitable Gift
Annuity for unrestricted community
grant-making.
Ahaus Family Fund ($15,093)
Discretionary Fund ($0)
Anonymous Family Fund ($23,614)
Julia Downs Endowment Fund ($24,689)
Ball-Bolle Family Fund ($27,278)
Hagerstown Hometown Fund ($149,282)
Established by Max Brown, former resident,
to provide support for organizations,
programs, and initiatives that will improve
the quality of life of Hagerstown, Indiana,
area residents, especially with respect to
education and social services.
Patricia Wedding Fund for the Humane
Treatment of Animals ($279,000)
Established with a bequest from the
Estate of Patricia Wedding for the humane
treatment of animals.
Bank One Endowment Fund ($7,204)
Early Childhood Literacy Endowment
Fund ($346,450)
Vic and Faye Jose Fund for Early
Childhood Literacy ($198,746)
Established to provide grants to nonprofit organizations which support or
aid in childhood literacy and education
for children in the primary grades and
younger.
Ernie and Betty Mills Unrestricted
Fund ($9,991) Established to support
the Foundation’s unrestricted community
grant-making.
Lilly Gift VI Fund ($213,359) Temporary
fund to hold matching dollars from Lilly
Endowment.
Previously Established Funds
Doug and Ellen Bennett Endowment
Fund ($8,390)
Brady Family Fund ($8,762)
John H. and Mary J. Brubaker
Memorial Fund ($429,733)
Florence Bultman Endowment Fund
($109,840)
Easter Seals Community Fund ($12,938)
Hub and Zella Etchison Memorial Fund
($57,280)
Fine Arts Endowment Fund ($86,532)
Fred Gabbard Fund ($16,189)
Gethers Family Fund ($5,903)
William F. Adler Memorial Fund
($373,571)
Children’s Fund ($26,805)
Goodwell Family Memorial Fund
($85,209)
William F. Adler Unrestricted Fund
($212,860)
Mary Louise Custer Memorial Fund
($31,386)
Roscoe and Rosa Haindel Foundation
Trust ($199,080)
Agribusiness Fund ($3,317)
Eunice E. Dare Unrestricted Fund
($391,215)
J. Ross and Natalie Harrington Memorial
Fund ($11,431)
Organizations receiving grants made through our community grant-making cycles
Alternative Gift Fair
AMIGOS
Birth-to-Five
Boys and Girls Clubs of Wayne County
Centerville-Abington Elementary
Children’s Justice and Advocacy Center
Christian Charities of Richmond and Wayne County
Civic Hall Performing Arts Center
Communities In Schools of Wayne County
Community Kitchen of St. Paul’s Episcopal Church
Cope Environmental Center
Cross Road Christian Recovery Center for Women
DIPLOMAS
Dublin Public Library
Every Child Can Read
Family Earth Day Celebration
Gateway Vineyard Fellowship Church
Gleanors Food Bank of Indiana
Grassroots Action Resource Center
HELP the Animals
Historic Centerville
Historic Hagerstown
Indiana University East
Indiana Woman in Need
Indiana Youth Institute
Junior Achievement of Eastern Indiana
K-Ready
Levi Coffin House Association
Model T Ford Club of America
National Alliance for Mentally Ill
Nettle Creek Music Boosters
Open Arms Ministry
Mike and Carol Hinshaw Endowment
Fund ($17,216)
Charles and Maxine Matthews
Education Fund ($843,013)
Richmond Area Environmental Fund
($36,969)
William L. and Elvira J. Thomas
J.B. and Frances Holthouse Family
Fund ($8,019)
Charles and Maxine Matthews
Environmental and Animal Welfare
Fund ($843,021)
Roy M. Ridge Endowment Fund
($675,531)
Unrestricted Fund for Wayne County
($773,204)
Charles A. and Billi A. Rodefeld Family
Endowment Fund ($6,316)
Harry and Marilyn Voyles Endowment
Fund ($115,418)
Jeannette Rodefeld Memorial Fund
($200,442)
Miriam D. and J. Rollf Wadman
Memorial Fund #1 ($72,207)
Bob Rosa Family Fund ($5,613)
Miriam D. and J. Rollf Wadman
Memorial Fund #2 ($71,648)
Marie Ingabrand Memorial Fund
($43,648)
Memorial and Honor Fund ($29,766)
Jeffers Family Fund ($33,734)
Milton Town Fund ($16,021)
Kleinknecht Endowment Fund ($25,301)
Jon Morgan Endowment Fund ($8,434)
Patricia and Marlowe Kluter Memorial
Janette Nottingham Memorial Fund
($16,767)
Nora Lee Latture Memorial Fund
($114,483)
Abram Phillips Trust ($104,102)
Lilly Endowment Unrestricted Fund
($3,167,590)
Paul and Pat Lingle Endowment
Fund ($33,735)
Literacy Fund ($15,895)
Henry Macy Memorial Endowment
Fund ($147,801)
Mann Family Youth and Education
Fund ($37,144)
Joan Martin Endowment Fund
($11,377)
Charles and Maxine Matthews Arts
Fund ($843,009)
Peer Information Center for Teens
Petra Project
Quaker Hill Conference Center
Richmond Art Museum
Richmond City Series
Richmond Civic Theatre
Richmond Columbian Properties
Richmond Community Schools
Ruby Ellen Phillips Memorial Fund
($14,887)
Powers Unrestricted Fund ($51,073)
Suzanne G. Quigg Memorial Fund
($4,262)
Rosar Family Fund ($28,600)
Glen and Jewell Spears Endowment
Fund ($20,244)
Stamm-Koechlein Family Fund
($674,735)
Harry and Catherine Thomas Memorial
Fund ($104,485)
Gertrude Luckhardt Ward Fund for
Neighborhood Revitalization ($9,668)
West End Savings Bank Community
Fund ($16,933)
Wyatt Endowment Fund ($61,317)
Bob York Memorial Fund ($10,548)
Ray J. and Mildred Raper Memorial
Fund ($16,864)
Reid Social Responsibility Endowment
Fund ($337,499)
William H. Reller Memorial Fund
($14,859)
Robert R. Rhoads Community
Richmond Day Nursery
Richmond Family YMCA
Richmond Friends School
Richmond Music Boosters
Richmond Parks and Recreation Department
Special Olympics Indiana – Wayne County
Sprout of Control
Reid Memorial
Presbyterian Church
Stage One Youth Theatre
Starr-Gennett Foundation
Sunrise
The Meltdown Winter Ice Festival
Town of Dublin
Wayne County 4-H Association
Wayne County Cardinal Greenway
Wayne County Literacy Coalition
Wayne County Soil and Water Conservation District
Whitewater Valley Pro Bono Commission
YWCA
Youth as Resources
Funds That
Support A
Specific Organization
O r Pu r p o s e
New Funds
Jose Fund for Every Child Can
Read ($7,497) Established in
Vic Jose’s memory by his son
James Jose and his wife Ann
Rollins, this fund will provide
support to the Every Child Can
James D. and Penny C. Duke Fund Read organization.
for the Boys and Girls Clubs of
Wayne County ($6,835)
Fund ($8,590)
James D. and Penny C. Duke
Bartel & Rohe Fund for School
Fund for the Richmond Art
Supplies ($15,214) Established
Museum ($6,835)
by George and Brenda Rohe to
support the purchase of school
Hope House Endowment
supplies by public elementary
Fund ($5,174)
schools in Wayne County.
Indiana Football Hall of Fame
Legacy Endowment ($8,852)
Chris Benton Fund to Benefit
($5,578) Established with a bequest
from the Estate of Chris Benton.
The Foundation holds a number of funds that support nonprofit organizations
directly. Agency endowed funds are established by nonprofit organizations that
wish to ensure their long-term financial sustainability. Organization designated
funds are established by donors to support the agencies of their choice.
Distributions from these funds are made to the organization on a regular basis to be
used in support of the organization’s mission. Non-permanent funds are generally
established to assist short-term projects or organizations that have not yet received
qualified charity status from the IRS.
Elmer J. and Esther T.
Schwegman Fund for
Crossroads of America Council
BSA ($5,111) Established by
Franklin J. Schwegman to provide
support to the Crossroads of
America Council Boy Scouts of
America, specifically its programs
serving Cambridge City and
western Wayne County.
Schwegman Fund for Wayne
County, Indiana 4-H ($5,111)
Established by Franklin J.
Schwegman to provide support
to Wayne County, Indiana, 4-H,
specifically its programs serving
Cambridge City and western
Wayne County.
Schwegman Fund for St.
Elizabeth Catholic Church
($5,111) Established by Franklin
J. Schwegman to provide support
to St. Elizabeth Catholic Church in
Cambridge City.
Previously Established
Funds
Altrusa Club of Richmond Fund
to Benefit Girls, Inc. ($21,727)
H. Charles and Joan Bartel
Endowment Fund ($112,593) To
benefit St. Paul’s Lutheran Church.
H. Charles and Joan Bartel
Operating Endowment Fund
($112,796) To provide
operating support to Wayne
County Foundation.
Achieva Resources Endowment
Fund ($83,986)
Beth Boruk Temple Endowment
Fund ($4,902)
Action Fund ($455) To provide
memberships to Boys and Girls
Clubs of Wayne County.
Birth-to-Five Endowment
Fund ($38,429)
S. Edgar Bond Family Fund
($1,021,123) To benefit
Earlham College.
Organizations receiving a distribution from funds established by or for an organization or a specific purpose
AgrIInstitute
Centerstone
Centerville Christian Church
Centerville Junior/Senior High School
Central United Methodist Church
Circle U Help Center
City of Richmond
Civic Hall Performing Arts Center
Community Christian School
Earlham Cemetery
Earlham College
First English Lutheran Church
Girls, Inc.
Hand-in-Hand Adult Day Care
of Richmond
HELP The Animals
Historic Hagerstown
Hope House
Ivy Tech Community College
Kiwanis International Foundation
Kuhlman Center
Morrisson-Reeves Library
Murray and Associates
Neighborhood Services Clearinghouse
Nettle Creek School Corporation
Northeastern Elementary School
Northeastern Wayne Schools
Petra Project
Reid Hospital Foundation
Reid Memorial Presbyterian Church
Retired Senior Volunteer Program
Richmond Academy
Richmond Adult Education Center
Richmond Art Museum
Richmond Parks and
Recreation Department
Richmond Rose Garden
Seton Catholic Schools
St. Andrew Church
St. Paul’s Episcopal Church
St. Paul’s Evangelical Lutheran Church
Townsend Community Center
United Way of Whitewater Valley
Wayne County Historical Museum
Western Wayne Dollars for Scholars
Western Wayne Schools
Western Wayne Senior Center
YWCA
Youth as Resources
Zion’s Lutheran Church
Book Bank Fund ($11,410) To
enable qualified college students
in Wayne County to purchase
text books in anticipation of a
distribution of financial aid.
Bowen Family Fund ($70,565) To
benefit St. Paul’s Lutheran Church.
Bowen Family Operating
To provide operating support to
Wayne County Foundation.
Jim Bower Fund for Stage One
Youth Theatre ($9,728)
Zelma Bozworth Memorial Fund
($302,425) To benefit the Wayne
County Historical Museum.
Angela Brinker Endowment Fund
($162,812) To provide tuition
assistance to students enrolled
in a Seton Catholic school who
demonstrate financial need.
Clay and Opal Brooks Family
Fund ($45,321) To help pay for
improvements in Whitewater
Gorge Park.
Ira Carter Neighborhood
Development Fund ($37,622)
Centerville-Abington Schools
Educational Endowment Fund
($18,504) To provide teacher
mini grants.
Centerville Library Endowment
Fund ($38,662)
Central United Methodist
Church Young Minister Fund
($103,204)
Challenge Match Fund ($0) To
manage gifts made during the
Challenge Match.
Clifford J. and Martha J.
Dickman Family Endowment
Fund ($29,091) To benefit Seton
Catholic Schools.
Pauline Druley Fund to Benefit
the Wayne County Red Cross
($13,760)
Camilla B. Dunn Endowment
Fund to Benefit Centerstone
($10,708)
Heyob Fund to Benefit St.
Martha Catholic Church
($24,746)
Friends of McBride Stadium
Fund ($549)
Heyob Fund for Wayne County
Foundation ($16,497) To benefit
the Women’s Giving Circle and
Women’s Fund.
Friends of Richmond Parks
Fund ($6,140)
Earlham Cemetery Heritage
Fund ($6,513)
GED Scholarship Fund ($860)
Easter Seals Camp Assistance
Fund ($17,437)
Hayes Arboretum Education
Frank and Madeline Hensley
Memorial Fund ($7,797) To
benefit the Lutherania Cemetery.
Melissa Wilson Coffin and Anna
Nicholson Coffin Memorial
Fund ($143,341) To purchase
large print and regular print
non-fiction books for MorrissonReeves Library.
Anna Belle Henthorne Memorial
Scholarship Fund ($6,068) To
provide art show awards for the
Richmond Art Museum.
Community Christian School
Heyob Fund to Benefit Altrusa
Club of Richmond, Indiana
($16,497)
Jim Cope Endowment Fund
($171,588) To support Cope
Environmental Center.
Lowell and Gladys Brooks
Athletic Opportunity Fund
Alice J. Crye Operating
($25,670) To benefit Centerville
Junior-Senior High School students. To provide operating support to
Wayne County Foundation.
Lowell and Gladys Brooks
Christian Education Fund
Dalmatian Foundation Fund
($22,853) To benefit Centerville
($4,505) To support various
Christian Church.
charitable organizations and
community projects.
Cambridge City 175th
Commemorative Book
William and Clare Dexter
Fund ($8,685)
Scholarship Fund ($11,142)
To assist students at Seton High
School who have financial need.
First Bank Richmond Private
School Tuition Assistance Fund
($160,079) To provide support
for tuition assistance for those
high school students in need from
Seton Catholic High School and
Richmond Academy.
Heyob Fund to Benefit the
Golay Center ($16,497)
Heyob Fund to Benefit Historic
Landmarks Foundation
($16,497)
Heyob Fund to Benefit Seton
Elementary School ($32,995)
Heyob Fund to Benefit St.
Hazel Thornburg Emry
Scholarship Fund ($5,596) To be Joseph Catholic Church
used for scholarships for deserving ($24,746)
students involved in theater.
Heyob Fund to Benefit the
Wayne County Historical
Museum ($16,497)
Donald L. and Martha L.
Hoffman Memorial Fund
($15,541) To benefit Richmond
Civic Theatre’s library and its
Studio One program.
G. Howard and Helen L.
Holthouse Memorial Fund
($18,295) To fund the “Teacher of
the Year” award at Seton Catholic
High School.
Holthouse-Thomas Memorial
Fund ($41,841) To benefit St.
Andrew Catholic Church.
John Charles and Gertrude
Pardieck Hubbard Fund for
Continuing Catholic Education
($2,872,555)
Eileen M. Hunt Seton
provide scholarships which enable
needy students to attend the St.
Elizabeth Ann Seton school system
in Wayne County, Indiana.
Independent Center Endowment
Fund ($17,191)
Mattie G. Jacobs Memorial Fund
($2,431) To support children’s
education programs at the
Richmond Art Museum.
Vikki Johnson Performing Arts
To benefit Richmond Civic Hall
Performing Arts Center and
Richmond Civic Theatre.
Charles E. Kienzle-Kiwanis
To benefit Riley Hospital, a
philanthropic project of the Kiwanis
Club of Richmond.
Gilbert Klose Endowment Fund
($7,107) To provide support to
Rock Solid Ministry.
Kuhlman Center Endowment
Fund ($6,609)
Lemonade Day Fund ($55,174)
Lilly Scholarship PR Fund
($10,727) To fund College for
a Day and other educational
activities of the Foundation.
Henry J. and Hedwig Seegers
Luerman Endowment Fund
assistance to Seton Elementary
students who demonstrate
financial need.
Morrisson-Reeves Endowment
Fund ($251,484)
Luerman Family Circle U Help
Center Fund ($57,993)
Murray Theatre Endowment
Fund ($9,227)
Luerman St. Vincent de Paul
Robert A. Luerman and Carl
H. Luerman Endowment Fund
assistance to Seton Elementary
students who demonstrate
financial need.
Lamar Lundy Endowment Fund
($355,121) To benefit Townsend
Community Center.
Father John Luerman Circle U
Help Center Fund ($59,386)
Carolyn MacDowell, RN, Fund
for Adult Day Care ($25,188)
Father John Luerman Fund for
Western Wayne Dollars for
Scholars ($20,070)
Henry Macy Museum Fund
($267,457) To benefit the Levi
Coffin House and the Wayne
County Historical Museum.
Father John Luerman St. Vincent
de Paul Endowment Fund
($83,482)
Father John Luerman Tuition
Assistance Fund ($40,694) To
provide tuition assistance for Seton
Elementary School students who
Father John Luerman Western
Wayne Senior Center Fund
($23,616)
The Gloria J. and Richard L.
McClaren Scholarship Fund for
Seton High School ($108,448)
Mothers Bank Fund ($4,996)
To lend small interest-free sums to
single working mothers.
Nettle Creek Schools Educational
Endowment Fund ($30,030) To
provide teacher mini-grants.
Nettle Creek Valley Museum
Bonnie Nicholson Endowment
for Education ($5,618) To provide
support to
Northeastern Elementary
School science programs.
William R. and Mary E.
Niersbach Boys Club Endowment
Fund ($28,407)
William R. and Mary E.
Niersbach Endowment Fund
($59,857) To benefit the cancer
care programs of Reid Hospital.
Northeastern Schools
mini-grants.
Joe and Roma Meyer Family
Fund for Ivy Tech ($5,613)
Robert L. O’Maley and Gregg
Martin O’Maley Memorial Fund
($58,427) To benefit the Institute
of Creative Leadership.
Mary Helen Miller Operating
To provide operating support to
the Wayne County Foundation.
Powers Fund to Benefit HELP the
Animals ($55,919)
Powers Fund to Benefit Optimist
Little League ($12,184)
Reid Memorial Presbyterian
Church Endowment Fund
($73,934)
Richmond Civic Theatre Fund
($38,101)
mini-grants.
Nicholson/Smith Endowment
Fund ($130,729)
Friends of the William G. Scott
House Fund ($1,179)
Seton High School Agency Fund
($6,795)
Seton High School Scholarship
Fund ($2,489)
Karl and Marjorie Sharp Fund for
Boys and Girls Clubs of Wayne
County ($10,451)
Richmond Civic Hall ($10,451)
Richmond Parks and Recreation
Department Bark Park Agency
Fund ($609)
Karl and Marjorie Sharp Fund
for Richmond Civic Theatre
($10,451)
Richmond Rose Garden Agency
Fund ($46,762)
($10,451)
Will and Emma Rodefeld Family
Fund ($116,968) To support
Springwood Lake Park and Wayne
County Foundation.
($10,451)
Siloam Clinic Endowment Fund
($41,161)
Hugh and Sara Ronald
Starr-Gennett Agency Fund
($12,277)
The Becky Rosa Endowment
for Girls, Inc. of Wayne County
($14,159)
RSVP Endowment Fund
($17,857)
St. Elizabeth Ann Seton
To provide tuition assistance
to students enrolled in Seton
Catholic Elementary School who
Joan Vigran Memorial Fund
($6,655) To benefit Richmond
Civic Theatre.
Wayne County Farm Bureau
Ag Leadership Fund ($24,345)
To provide support for adults in
Wayne County who are involved in
agriculture-related disciplines and
wish to improve their leadership
skills or advance their agriculturerelated professional development.
Wayne County Farm Bureau
AgrIInstitute Fund ($24,196)
Wayne County Foundation
Operating Endowment Fund
($82,825)
John F. Wohlhueter
Scholarship Award Fund
($7,830) To provide a
permanent recognition of
each year’s valedictorian at
Richmond
High School.
Egyptian Gallery Endowment Fund
($14,358)
The Women’s Club Speaker
Fund ($27,887)
Wayne County Learning
Corporation Fund ($3,873)
Youth as Resources
Wernle Youth and Family Treatment YWCA Endowment Fund
($5,874)
Center Endowment Fund ($6,494)
Western Wayne Dollars for
Scholars Fund ($38,832)
Western Wayne Schools
mini-grants.
Whitewater Gorge Park Project
Fund ($47,833)
Whitewater Valley Arts Fusion
Fund ($484)
Wickemeyer Family Endowment
Fund ($15,433) To benefit the
Richmond Rose Garden and First
English Lutheran Church’s youth
group and music activities.
Lura Carnes Wine Trust Fund
($104,405) To benefit the Richmond
Symphony Orchestra.
Anne Withers Memorial Fund
($33,279) To benefit the YWCA.
Zion’s Lutheran Church of
East Germantown Indiana
Fund ($150,534)
Funds That Provide Life Income for Donors
These funds have been established by donors who retain a lifetime income interest in their gift to
the Foundation. At their passing, the remainder will be used for the charitable purposes they specify.
New Remainder Trusts
and Gift Annuities
Albert C. Gentry and M.
Loraine Gentry Charitable
Remainder Unitrust
James and Penny Duke Charitable
Roger and Marcia Grimm
Gift Annuity
Charitable Remainder Trust
Sherry Petry Charitable Gift
Annuity
William S. Starr Charitable
Remainder Trust
Funds Retired in 2014
Remainder Trusts and
Gift Annuities
Hope House Addiction
Recovery Center Fund
Frank and Mary Alice Adney
Charitable Gift Annuity
Eastern Indiana Region
National Society of Fund
Raising Executives
Julia Downs Charitable
Gift Annuity
David and Beverly Nixon
Deferred Gift Annuity
Marvin R. and Rebecca
S. Railsback Charitable
Annuity Trust
Jon and Suzette Igelman
Charitable Remainder Trust
Roy M. Ridge Charitable
Gift Annuity
Joan Martin Charitable
Gift Annuity
George N. Schmid
William and Mary Niersbach
Mary L. Schmid Charitable
Gift Annuity
Charitable Gift Annuity #2
Connie and Carl Wooldridge
Charitable Gift Annuity #3
Funds Retired in 2014
Anonymous Gift Annuity
Gateway Sign Project Fund
Police and Fire Training
Facility Fund
Fund descriptions have been
provided where the purpose of
the fund is not obvious by its
name and may not contain all
criteria for distributions. Fund
balances as of December 31,
2014 are shown in parentheses.
Morrisson-Reeves Library celebrates its
150th Anniversary with a Big Birthday
Bash on July 30, 2014.
Funds That Encourage Continued Donor Engagement
Individuals who establish donor advised funds can provide periodic advice to the Foundation Board concerning grants to nonprofit, taxexempt organizations operating for the public good. Acorn Society funds enable the donor to create a named, endowed fund over time.
New Donor Advised Funds
Chris Benton Fund for Kiwanis
Father Luerman Fund for Western
Wayne County To provide support for
organizations, programs, and initiatives
attempting to address hunger and poverty
issues among residents of Cambridge City
and western Wayne County.
Rohe Family Donor Advised Fund
Girls Just Wanna Give Fund
Established to receive gifts from members
of the Girls Just Wanna Give Giving Circle
which exists to support various charitable
organizations and community projects
promoting healthy family life in
Wayne County.
Previously Established Funds
Acorn Society Combined Fund
Ahaus Tool Donor Advised Fund
Tom and Marilyn Barker Endowment
Doug and Ellen Bennett Donor Advised Fund
Lowell Conley Musician Fund
Howard C. and Suzanne M. Deitsch Family Fund
Clarence and Julia Downs Family Fund
Doxpop Charitable Giving Fund
First Bank Community Fund
Fountain City Lions Club Helping Hand Fund
Fund for Tomorrow Donor Advised Fund
General Donor Advised Fund
Connie and Roger Green Donor Advised Fund
Guthrie Family Donor Advised Fund
Chris Hardie and Kelly Burk Donor Advised Fund
David and Becky Harper Donor Advised Fund
Harry Ray Post 65 American Legion Fund
Ron and Rachel Hughes Donor Advised Fund
Faye Stewart Jose Family Fund
King Family Donor Advised Fund
Kiwanis Club of Richmond/Harry Thomas Endowment Fund
Barry and Carolyn MacDowell Family Fund
Joe and Roma Meyer Donor Advised Fund
Nelson and Forrest Families Donor Advised Fund
Cooper M. Newton Fund
Kelli and Rob Quigg Donor Advised Fund
Robert L. and Toni L. Reinke Donor Advised Fund
Rosar Donor Advised Fund
Rotary Club of Richmond Endowment Fund
Second Chance Fund
Wayne Bank and Trust Company Community Fund
Williamson Family Fund
Women’s Fund
Women’s Giving Circle Endowment Fund
Women’s Giving Circle Fund
Women with Purpose Endowment Fund
Organizations receiving grants directed by our donors
Animal Care Alliance
Birth-To-Five
Central United Methodist Church
City of Richmond, Street Tree Commission
DIPLOMAS
Earlham College
First Presbyterian Church - Eaton, OH
Fort Bragg Area Community Foundation
Fountain City Lions Senior Apartments
Girls, Inc.
Golay Community Center
Good News Habitat for Humanity
Hand-in-Hand Adult Day Care of Richmond
Hayes Arboretum
HELP The Animals
Hope House
Indiana University School of Medicine
Interfaith Assistance Ministry
Ivy Tech Foundation
Junior Achievement of Eastern Indiana
Kiwanis Club of Richmond
K-Ready
Levine Museum of the New South
Northern Kentucky University Foundation
Open Arms Ministry
Peer Information Center for Teens
Reid Memorial Hospital Auxiliary
Richmond Art Museum
Richmond Columbian Properties
Richmond High School Alumni Association
Richmond Rose Garden
Richmond Senior Community Center
Riley Children’s Foundation
Rock Solid Ministries
Seton Catholic Schools
Sigma Chi Foundation
Sprout of Control
St. James Episcopal Church
St. Jude Children’s Research Hospital
St. Paul’s Episcopal Church
Sunrise
The Breast Cancer Research Foundation
The Leukemia and Lymphoma Society
Townsend Community Center
Union County Adopt-A-Dog
University of Indianapolis
Virginia Tech Foundation
Wayne Township Trustee, Wayne County
Wernle Youth and Family Treatment Center
Western Wayne Elementary PTO
Winchester Area Churches and Community Food Pantry
YWCA
Vigran Family Foundation
Lifelong Richmond resident Stanley Vigran considered forming a private foundation as a way
to support causes that were important to him and his family. As a former Wayne County
Foundation board member, he understood there was a way to use the Foundation to achieve
his goals with fewer complications.
Board of Directors
By creating a supporting organization, the Vigran Family Foundation, he and his family retained
many of the benefits of a private foundation while leveraging many other benefits. In addition
to a $1 million establishing gift in 2001, a very generous bequest came to the Vigran Family
Foundation on Stan’s passing in 2004.
Today, the Vigran Family Foundation supports the charitable purposes of the Wayne County
Foundation, and especially those advancing theater and the arts, higher education, healthcare,
and Jewish causes.
AMIGOS
Beth Boruk Temple
Birth-to-Five
Earlham College
Gateway Vineyard Fellowship Church
Girls, Inc.
Goldman Union Camp
Hand-in-Hand Adult Day Care of Richmond
Hillel at Miami University
Indiana Jewish Historical Society
Indiana University Center for Civic Literacy
Indianapolis Hebrew Congregation
International School of Indiana
Joseph Maley Foundation
Kindervelt of Cincinnati Children’s
Hospital Medical Center
K-Ready
May We Help
Miami University Social Entrepreneurship Fund
Miami University – Jerry Miller Scholarship
Most Valuable Kids
Planned Parenthood of Indiana
Rockdale Temple
Rockwern Academy
Second Helpings
Special Olympics Indiana - Wayne County
Wernle Youth and Family Treatment Center
YWCA
Gary Vigran, Chair
Steve Borchers
Gordon Thompson
Ken Woodman, M.D.
Ross Vigran
K-Ready is a program
that prepares local
pre-schoolers for
school. Reading
readiness is a vital
skill for a successful
start in school.
The Legacy Society
The Legacy Society is comprised of the many caring individuals who have made formal
plans in their will or estate plan to benefit the community through a gift to the Foundation.
During his lifetime, Vic Jose was passionate about literacy. He was especially concerned with third graders’
ability to read, which is a predictor of their overall success as adults. Putting his ‘money where his mouth
was,’ Vic championed a number of education and literacy-related programs, including Every Child Can
Read and the Third Grade Academy.
Legacy Society
Members
Vic Jose
*William F. Adler
*Frank and Mary Alice Adney
Tom and Sheryl Alberts
Charles Ball
*Charles and *Joan Bartel
*Chris Benton
*Tom and Jo Bivens
*Byron Bond
Steve and Jill Borchers
*Willard G. and *Jane Bowen
*Clay and *Opal Brooks
*John and *Mary Brubaker
*Zelma Bozworth
*Clarence Brown
*Florence Bultman
*Melba Dawn Chiarenza
*Thomas Coffin
Gary Cole
*William J. Cramer
*M. Glenn Cross *Fred and *Alice Crye
*Mary Louise Custer
*Eunice E. Dare
*Mildred Dreyer
Julia Downs
Even in his death, Vic continued to prove his allegiance to literacy… and the community. At his passing,
a life insurance policy, which Vic had earlier gifted to the Foundation, helped create an endowed fund
to benefit early childhood literacy programs throughout the county. While Vic was alive, he paid the
insurance premium which afforded him an additional tax deduction. At his passing, the policy matured
and created the permanent fund, a living legacy to one man who followed his passion in life and in death.
Jim and Penny Duke
*Hub and *Zella Etchison
*Edward Fath
Jon and Judy Ford
Al and *Loraine Gentry
*Leroy and Barbara Gohn
*Kenneth Goodwell
*Gilbert Gray
*Francis and *Earla Gregg
Roger and Connie Green
*Roscoe and *Rosa Haindel
Chris Hardie and Kelly Burk
*J. Ross and *Natalie Harrington
*John and *Pat Harlan
*Frank and *Madeline Hensley
*Anna Belle Henthorne
Tom and Mary Heyob
*Mary E. Hill
Mike and Carol Hinshaw
*Martha L. Hoffman
*John Charles and
*Gertrude Hubbard
*Eileen Hunt
Ron and Rachel Hughes
Jon and Suzette Igelman
*Marie Ingabrand
Pat James
*Elizabeth Jay
*Mary Hatfield Jenkins
Vikki Johnson
*Vic and Faye Jose
*Charles Kienzle
*Marlowe and *Pat Kluter
Daryl and Terri Lane
*Nora Lee Latture
*Fern Lee
Paul and Pat Lingle
*Henry and *Ruth Macy
Joan Martin
*Ruby Fender Martin
*Charlie Matthews
*Maxine Matthews
*Marjorie Meredith
*Donald McKinney
*Mary Helen Miller
Ernie and Betty Mills
*Antonio Mitrione
*Bill and Becky Niersbach
*Marian H. Niswander
David and Beverly Nixon
*Robert O’Maley
*Alicebelle Parry
Sherry Petry
*Henriette Pierson
*Abram Phillips
*Ruby Ellen Phillips
*Mary Elizabeth Powers
Marvin and Becky Railsback
*Willam H. Reller
*Daniel G. Reid
*Robert Rhoads
Roy Ridge
*Moreta Ballinger Rinehart
*Ruth Hamilton Robbins
*Charles Rodefeld
*Jeanette Rodefeld
*Will and *Emma Rodefeld
David Rodgers
*Hugh and *Sara Ronald
*Bob and Jane Rosa
Allan and Miriam Rosar
*Peter and Jean Rossi
George and Mary Schmid
*Karl and *Marjorie Sharp
David Sherick
Siri Shinn
*Elizabeth Smelser
*Glen and Jewell Spears
William Starr
David and Carla Stidham
*Laurence Strong
*Catherine Binkley Thomas
*Glenn Veal
*Joan Vigran
*Stanley Vigran
Wayne and Jane Vincent
*Harry and *Marilyn Voyles
*J. Rollf and *Miriam Wadman
Patricia Waskom
*Patricia Wedding
David and Tammy Williamson
*Lura Carnes Wine
*Anne Withers
Carl and Connie Wooldridge
*Frederick Wood and
*Mary Couch Wood
*Doris Wyatt
*indicates members who have passed
Building By Bequest
A bequest is one of the most touching and enduring statements
a person can make. Because bequests are gifts made on a
donor’s passing, in their will or estate plan, they represent a final
declaration of what was important to them during life. Many
times they serve to create a lasting legacy for the benefit of
future generations.
In the last few years, the Foundation has received a greaterthan-usual number of bequests – and a number that have been
notable for their size or circumstance. While the larger dollar
amounts usually grab the headlines, a bequest can be for any
specific dollar value… a percentage of one’s estate… or the
amount that remains after all of a decedent’s other obligations
have been fulfilled. Perhaps most importantly, a bequest can
be directed to the charitable program or purpose that is most
important to the donor.
Bequests to the Wayne County Foundation are usually used to
create permanent funds designed to ensure the donor’s intent is
fulfilled for years and years to come. These might be in the
form of…
• scholarships, relating to a particular purpose or set of selection criteria;
• organization-designated funds, benefitting the work of one or more specific not-for-profit agencies;
• field of interest funds, that can advance a range of programs or initiatives relating to certain charitable themes; or
• unrestricted funds to be used to address the most pressing needs over time or in support of opportunities as they become apparent.
The Wayne County Foundation is grateful to everyone who
has thought to support our community through a bequest or
other testamentary gift. The generosity that is expressed is very
meaningful… and very important to making a lasting difference in
the life of our community.
Charlie Matthews
and his sister, Maxine,
left bequests to the
Foundation to establish
funds to support the
arts, education, animal
interests, and the
environment.
Notable recent bequests to the Foundation:
•
•
Chris Benton gifted a portion of his IRA to benefit the work of the
Starr-Gennett Foundation.
Eunice E. Dare bequeathed approximately $250,000 to the Foundation with no restrictions. This will result in an additional $12,000 in current grantmaking annually.
• Henriette Pierson left $50,000 in her will to establish a scholarship for Richmond High School students to pursue teaching careers.
•
More than $100,000 came to the Foundation from the Robert Rhoads Credit Shelter Trust on the death of his widow, Betty. It was directed into an unrestricted fund he established through his will at the time of his passing in 2008.
•
Patricia Wedding left the residual of her estate to two local charities. Half of the portion directed to the Foundation is in support of a previously-established scholarship; the other half is for a new
field-of-interest fund.
Scholarship
Funds
New Scholarship Funds
Henriette Pierson Scholarship Fund
($50,000) Created by a bequest
from Henriette Pierson, this fund will
provide a scholarship to a Richmond
High School student, giving
preference to a student pursuing a
degree leading to a teaching career.
Philip and Eleanor Starr
Memorial Endowment ($49,992)
This fund was established to support
the Richmond College Incentive
Plan, a scholarship program of the
Richmond High School
Alumni Association.
Benjamin F. and Lanette E.
Young Student Scholarship Fund
Benefiting Ivy Tech Community
College Richmond Region and
Indiana University East ($37,564)
This fund will provide scholarships
to African-American students who
graduate from Ivy Tech Richmond
Region with an Associate’s Degree,
who demonstrate financial need, and
will be attending Indiana University
East during the next academic year.
Scholarships
AAUW-Hoffman Scholarship
($229,658) To provide
undergraduate and graduate
scholarships to students from
Richmond High School.
Frank B. Adney, Jr. MD Scholarship
for Nursing ($52,355) To provide
scholarships for students who have
been accepted into the BSN degree
program at Indiana University East
and are pursuing an RN licensure
upon graduation.
Scholarship funds encourage students to continue their formal education after high school.
When scholarship funds are established, the donor outlines criteria to guide the awards. The
Foundation, through its own committees and in conjunction with an Honors and Awards
Committee at each high school, works to ensure the donor’s wishes are met. The 2014
recipients of each scholarship are noted below the fund description.
African-American Scholarship
and Awards ($74,122) To provide
scholarships to deserving Wayne
County minority students.
Leah M. Basford
Mickalin Cull
Lauren Griffin
Jordan Hogg
Chaslyn Piper
Siarra Satterfield
Jonathan Alan Scholarship
($42,008) To assist a Richmond High
School graduate who plans to enter a
medical field.
Chelsea Schwegman*
Altrusa Club of Richmond, Indiana,
benefit females who are graduating
from a Wayne County high school,
who will attend a Wayne County
college and who have demonstrated
a history of service to their school
and community.
Kaylee Cox
Tayler Pennington
Earl Baker Memorial Scholarship
($9,242) To benefit graduates of
Wayne County high schools who plan
to attend Purdue University.
Kristen Meal
Myyon Barnes Memorial
Scholarship Fund ($7) To provide
scholarships to graduating seniors
from a Wayne County high school
who plan to major in journalism.
Samuel Stegall
Erika A. and George E. Brattain, Sr.
Scholarship ($1,083) To provide
scholarships to Lincoln High School
graduating seniors who are pursuing
an education in music.
Jessica Ringwald
Theodore Braxton Creative
Arts Fund ($80,210) To provide
a scholarship to a Huntingdon
(Pennsylvania) Area High School
graduating senior who has
participated in the performing arts.
Ryan Shelley
Clarence Brown Scholarship
($35,743) To benefit graduating
Richmond High School seniors.
Diana Vargas
Ralph Burkhardt Scholarship
($6,116) To provide a scholarship to
a graduating Richmond High School
senior who has been an outstanding
orchestra student and who intends to
study music in college.
Jordan Hogg
Lucille Campbell Scholarship
($62,902) To provide a scholarship
annually to a Wayne County high
school graduating senior.
Lindy Smith
Betty J. Cecere Memorial
Scholarship Endowment ($46,701)
To be awarded to a female Richmond
High School graduating senior.
Centerville-Abington Dollars for
Scholars ($138,978) To financially
support Centerville High School
students who wish to pursue
education beyond high school.
Leah M. Basford
Enrique Calderon
Esther Calderon
Elijah Callahan
Jessica Carter
Caleb Cook
Michael Ferguson
Ashley Foster
Matthew Glover
Jacob Haist
Cristen Hale
Joseph Hunsinger
Annastacia Jenkins
Brittany Jones
Caleb Martin
Dakota McDivitt
Makayla McFarland
David Miller
Allison Moore
Kaler Nicholson
Morgan Pruitt
Pacia Purcell
Cassandra Roberts
Austin Sams
Rachel Sams
Samuel Stegall
Dakota Tipton
Madeline-Elaine Truette
Jordan VanWinkle
Jason Chaney Memorial
an annual scholarship to a male
Hagerstown High School
graduating senior.
Trevor Bradway
Melba Dawn Chiarenza Scholarship
($590,719) To provide scholarships
to Lincoln High School graduates
who plan to major in business,
nursing, or drama.
Kristen Meal
Alex Christ Memorial Scholarship
($3,997) To benefit a Richmond High
School graduating senior.
Marisa VanZant
Ed Clemmer Memorial Scholarship
($2,641) To provide scholarships to
Richmond High School graduates.
Helen Coble Memorial Scholarship
for Business Education Fund
($7,734) To offer financial assistance
to women studying to open a
business.
Chris Coffman Memorial
the Christopher Coffman Giant of
Heart Award to a Centerville High
School graduating senior who
exhibits the personality traits of
Chris Coffman.
Tyler Weaver
William J. Cramer Scholarship
($416,487) To provide renewable
scholarships to graduating Richmond
High School students.
Erik Baker*
Debra Kates*
William Wright*
Matthew Sheridan
Justin B. Cross Memorial
Scholarship Endowment Fund
to a Richmond High School
graduating senior.
Cryssa Paxton
Taylar Shouse*
M. Glenn Cross Memorial
a scholarship to a Richmond High
School student attending an
Indiana college.
Nikhilkumar Patel
W. Barry Culy Memorial
scholarships to graduates of
Hagerstown High School.
Garrett Wilson
W. Barry Culy 4-H Memorial
Scholarship – To provide
scholarships to Wayne County
High School graduates who have
participated in 4-H.
Craig Heyob
Jeffrey Duncan Scholarship
scholarships to a Richmond High
School graduate studying to be
an engineer.
Matthew Sheridan
Nicole Wuertemberger*
Eastern Indiana Human Resource
Association Scholarship ($8,786)
To provide an annual scholarship to
an Indiana resident who is enrolled
in college and is pursuing a career in
human resources or a related field.
Easter Seals Scholarship Fund
for students from a Wayne or Union
County High School who intend to
enter a career in service to people
with disabilities.
Abigail Lovely
Joseph P. Esposito Scholarship
($11,598) To assist a Centerville High
School graduating senior who is
pursuing an education in the field
of engineering.
Michael Ferguson
Waneta Fulton Memorial
Scholarship ($1,938) To provide a
scholarship to a Hagerstown High
School graduating senior who
excelled academically, exhibited
leadership and who is planning to
study nursing or medicine.
Karley Hannon
Louis E. Gibbs Memorial ($7,633)
To provide scholarships for studies
in law enforcement at Indiana
University East.
Frostie Gilley Memorial Scholarship
Endowment ($10,852) To
provide a scholarship annually to a
Northeastern High School graduating
senior pursuing a degree in nursing.
Tami Goss Memorial Scholarship
a deserving female Centerville High
School senior.
Leah M. Basford
Francis and Earla Gregg
scholarships for Richmond High
School graduates who plan to
study art.
Audrey Dixon
Jo Anne Grigsby Memorial
Scholarship ($23,140) To be
awarded to a Lincoln High School
graduating senior pursuing a career
in math or science education or
Christian services.
Courtney Sebring
Hagerstown Community
Scholarship Program ($24,536) To
provide scholarships to graduating
seniors of Hagerstown High School
with a GPA of 3.0 or higher.
Nicholas Benedict
Ann Harmeier Memorial
Scholarship ($15,504) To provide an
annual scholarship to a graduating
senior of Lincoln High School.
Robert E. and Margaret M. Herbst
a scholarship to a Richmond
High School graduate who has
demonstrated an interest in voluntary
civic service.
Andrew Barrett
Jean Hilkert Memorial Scholarship
graduating seniors of Jefferson High
School in Lafayette, Indiana.
Lindsey Burklow
Mitchell Sterner
Mary E. Hill Memorial Scholarship
($149,009) To assist students
studying health or medicine with
priority given to minority students.
Kendal Baker
Kimberly Carlton
Ruthanne Ekwealor
Emily Gaddis
Jordan Hogg
Samuel Hudnall
Chaslyn Piper
Rande Rourke
Mariah Steele
David Warwick
Eileen M. Hunt Nursing and Allied
Health Scholarship ($759,917) To
provide scholarships to students who
are majoring in programs related to
nursing or allied health and who are
attending Indiana University East or
Ivy Tech Community College.
Elizabeth Bertsch
Sara Bowman
Ariel Cox
Michael Ferguson
Jordan Hogg
Alexis Hurd
Erika Lemar
Codi Lowder
Ashley Metcalf
Siarra Satterfield
Mitchell Sherwood
Craig Subler
Shaye Thomas
Sydney Townsend
Mercedes Vaughn
Chasity Wampler
David Warwick
Greg and Rod Jarrett Donor
Advised Scholarship ($4,631)
To provide a scholarship to a
Hagerstown High School graduating
senior seeking a business degree.
Trevor Bradway
Natalie Williamson
Mary Hatfield Jenkins Memorial
scholarships to students from Wayne
County High Schools.
Jessica Allen
Courtney Arnold
Carson Bailey
Andrew Barrett
Elizabeth Bertsch
Erica Bischoff
Cierra Bowman
Trevor Bradway
Jessica Carter
Daniel Chamness
Xi Chen
Daphne Clark
Chloe Conley
Caleb Cook
Corey Cox
Sabrina Crocker
Trenton Davis
Brooke Day
Dillon DeLucio
Joshua DeLucio
Audrey Dixon
Dayana Douglas
Madison Fansher
Michael Ferguson
Brianna Flood
Hannah Foley
Elizabeth Fouche
Ethan Fultz
Olivia Graham
Lauren Griffin
Skye Harris
Lillian Harrist
Jacob Haworth
Cassandra Helms
Elizabeth Hickey
Emily Higgins
Joseph Hunsinger
Ciarra Jordan
Kaitlin E. Kramer
Jarrod Lemar
Alexxandria Marshall
Caleb Martin
Silus Massoff
Elizabeth Miller
Jordan Miller
Tamaya Orr
Nathan Paull
Johnny Perdue
Chaslyn Piper
Morgan Pruitt
Pacia Purcell
Katelyn Rader
Adam Reimsnyder
Kendall Riggs
Hayley Rogers
Samuel Rutledge
Constantina Segura-Smith
Austin Shank
Kelsey Smith
Lindy Smith
Makenzie Smith
Robert Spencer
Peyton Spurgin
Shannon Stump
Courtney Townsend
Sydney Townsend
Christian Van Buskirk
Keeley Vanderpool
Courtney VanDevender
Kong Vorachack
Eric White
Alyssa Williams
Natalie Williamson
Peyton Young
Quinmao Zhang
Yi Zheng
Joshua Johnson Memorial Fund
($17,139) To provide an annual
scholarship to an outstanding
graduating senior of Hagerstown
High School.
Tyler Funkhouser
Hubert and Grace Jones Memorial
awarded to an exemplary Reid
Hospital employee who graduated
from Union County High School and
is pursuing higher education in the
field of nursing.
James Joseph Scholarship
to a graduating senior of Richmond
High School who plans to prepare for
a human service profession.
Caroline Wyatt *
Nancy Keelor Kelly Memorial
Scholarship Endowment ($128,306)
Richmond High School graduating
senior planning to attend a four-year
accredited college in Indiana.
Emma Toney
Paul and Mary Kay Keiser
scholarship to a Lincoln High School
graduate who has financial need and
pursues a degree in agriculture
or engineering.
Jessica Ringwald
Kirk-Little Post 1108, VFW
Scholarship #1 ($71,148) To provide
scholarships to graduating Richmond
High School seniors.
Madison Fansher
Nina McLarnan
Alexis Sheets
Scholarship Funds Continued
scholarships to graduating Centerville
Michael Ferguson
Joseph Hunsinger
Kaler Nicholson
Scholarship #3 ($72,535) To
Northeastern High School seniors.
Lareland Cooper
Shane Stiner
Scholarship #4 ($70,556) To
Hagerstown High School seniors.
Trevor Bradway
Joseph Limburg
Amanda Thackrey
scholarships to graduating Lincoln
Rodney Black
Jordan Bryant
Ashley Clayton
Kirk-Little VFW Post #1108
scholarships to graduating Seton
Catholic High School seniors.
Tyler Dolesh
Lacy Memorial Scholarship
($18,763) To benefit a Hagerstown
High School graduating senior who
exhibited leadership, was active in
extra-curricular activities, and had a
strong academic performance.
Hayley Rogers
Johnathan A. Lahmann Memorial
a scholarship to a Richmond High
School graduating senior who is
pursuing formal technical training at
an accredited institution.
Dallas Sowder
Paul J. and Bernice J. Lamberson
Memorial Scholarship ($16,256) To
provide scholarships for graduating
Lincoln High School students.
Christa Fultz
Alex Smith
Ellen M. Lane Memorial
awarded to a Lincoln High School
graduate going into education or
health care fields.
Haley Hall
Tayler Pennington
Rebecca Lanter Memorial
Scholarship ($17,594) To benefit
Hagerstown graduates who
have a strong determination to
succeed despite adversity, express
a dedication to educational
achievement and demonstrate
financial need.
Alyssa Williams
Fern A. Lee Memorial Fund
to a Lincoln High School graduating
senior who enrolls in a postsecondary business training school
or college.
Tayler Pennington
Christina Maria Danielle Leitner
Memorial Scholarship ($9,730)
To provide scholarships to
Richmond High School graduates
and Community Christian School
students.
Kimberly Long Memorial
Scholarship ($8,977) To be awarded
annually to a Richmond High School
graduate.
Christian Van Buskirk
Megan Lyons Memorial
scholarship for a graduating senior
from Richmond High School who
intends to pursue a teaching degree
in the field of special education.
Allison Gray
Kevin Scott MacDowell Memorial
two scholarships to Richmond High
School graduates.
Sarah McFarland
Earlham College
Ruth and Henry Macy Memorial
assistance to graduating seniors of
Northeastern High School.
Kyley Nocton*
Shane Stiner
Jacob Thurston*
Logan Ullery
Rob Mahoney Memorial
Scholarship ($67,203) To
provide scholarships to Lincoln
and Hagerstown High School
graduates who are pursuing a
career in construction management,
engineering, building trades, auto
mechanics or agriculture.
Bryan Mathews
Ruby Fender Martin Memorial
awarded to a Centerville High School
graduate of high academic and moral
character.
Caleb Martin
Ruby Fender Martin Nursing
assistance to a graduate of
Centerville High School who is
enrolling in a nursing program.
Kyrsten Alvey*
Alexxandria Marshall
Morgan Pruitt
Kristin Smith*
Mikayla Sullivan*
Alexis Turpin*
Hali Wright*
Mary E. Maurer, Hilda Dickman
Herold, and Martha Jane Dickman
($43,053) To provide annual
scholarships to one male and one
female student graduating from
Seton Catholic High School.
Charlie Stiens
Frances Mayhew, RN Scholarship
nursing students who are seeking a
course of study leading to a Bachelor
of Science or a Master’s degree.
Alexis Mathews
Niqui McCown Honor and
Memorial Scholarship ($383) To
seniors of Richmond High School
who intend to pursue careers relating
to the law or criminal justice.
Donald A. McKinney Memorial
Scholarship ($34,014) To annually
benefit two Centerville High School graduates.
Cassandra Roberts
Austin Sams
Jerry and Randa Mendenhall
scholarship to graduating seniors of
Richmond High School.
Jonathan Holland
Margaret Roushar Menning
To assist a student who plans to
continue his or her education at a
liberal arts college.
Allison Davis
Galen Miller Scholarship ($18,105)
To be awarded to students who have
volunteered to assist people with
disabilities.
David Miller
Antonio Mitrione Scholarship
($11,358) To benefit a Richmond
High School graduate.
Arinzechukwu Daniel Ekwealor
Marian H. Niswander Business
Wayne County graduating seniors
who plan to study business.
Nixon Family Scholarship ($102)
To provide scholarships to graduating
seniors of Centerville High School
who have successfully completed a
2-year course of vocational study
at the Whitewater Technical Career
Center and who intend to major in
engineering, technology or
related fields.
Daniel Patrick Oberle Memorial
awarded to a graduating senior of
Centerville High School to pursue
further education at an accredited
institution leading to a career in an
aspect of the construction industry.
Dorotha Kitterman Packard
Memorial Educational Fund
to students in need.
Jessica Carter
Alicebelle Parry Scholarship
($122,774) To assist a graduating
senior from Winchester High School.
Zach Bower*
Bailey Gates
Jennifer Greene*
Chelsi Wall*
Mary K. Paust Memorial
a scholarship to a graduating
Richmond High School senior
studying business.
Alexis Sheets
Perfect Circle Credit Union
a Wayne County high school student.
Austin Sams
Edna Johnston McNary Pickett
graduating Centerville High School
senior.
Samantha Olive
Jack Reed Memorial Fund
to outstanding members of the Boys
and Girls Clubs of Wayne County who
plan to attend college.
Jordan Hogg
Reid Hospital and Health Care
Services Dependent Scholarship
($1,379) To provide scholarship
opportunities for current Reid
Hospital employees’ dependent
children who are pursuing an
undergraduate degree in health care
related fields.
Elizabeth Bertsch
Chelsea Bolinger
Sara Bowman
Dayana Douglas
Samuel Hudnall
John Lackey
Erika Lemar
Codi Lowder
Mikayla Sullivan
Mercedes Vaughn
Reid Hospital Graduate Student
Scholarship ($253) To provide
scholarships to full-time students
pursuing a graduate degree in
one of the following majors: nurse
practitioner, pharmacy, physical
therapy, occupational therapy,
speech therapy, physician, or
physician assistant.
Alexis Hurd
Jordan Lakes
Jeremy Sherer
Carson Wells
Richmond High School Alumni
Association To provide “last dollar”
scholarships to Richmond High
School graduates who intend
to further their education at a
Wayne County college. This fund
is composed of the following
component funds:
Thomas N. Coffin Memorial Fund ($144,954)
Edward J. Fath Memorial Fund ($264,596)
Richmond College Incentive Plan ($873,958)
Danny Adams
Jessica Allen
Sunnie Allen
Dylan Arnold
Kendal Baker
Jennifer D. Bennett
Tyler Blevins
Aaliyan Brown
David Bryant
Melanie Bumbalough
Daphne Clark
Jordan Coleman
Jessica Cordell Baker
Sabrina Crocker
Olivia Engle
Cameron Gibbel
Jacob Haworth
Jordan Hogg
Allison Jack
Brittany Lodge
Jordyn McDaniel
Ashley Michael
Alexis Newman
Emily O’Brien
Cryssa Paxton
Megan Reifeis
Renee Ryan
Kim Sharits Smith
Tiara Smith
Marc Steenekamp
Katie Stonebraker
Shannon Stump
Ashley Trede
Brittany Williams
Lorraine Woodruff
Gary Yontz
Ruth Hamilton Robbins Memorial
scholarships to a Richmond High
School student who plans to
study business or nursing and is a
descendant of a U.S. veteran.
Jesse Spencer
Rodefeld Family Memorial
($20,980) To be awarded to
Richmond High School graduating
seniors who participated in high
school swimming.
Nina McLarnan
Jordan Miller
George Romack Memorial
Scholarship ($7,964) To benefit a
Centerville High School graduating
senior who demonstrates academic
responsibility, has an interest in
teaching, coaching, physical fitness,
and/or conservation, wildlife, or
natural resources.
Samantha Olive
Rosa Family Scholarship Award
($152,126) To be used to recognize
the academic excellence of graduates
of Richmond High School.
Dylan Ball
Jesse Spencer
Rose Hamilton Scholarship
a Centerville High School graduating
senior planning to further their
education based on financial need,
academics, attendance, citizenship
and activities.
Esther Calderon
Harold W. Ryan Memorial
a scholarship to a Wayne County
graduating senior intending a course
of study that will lead to a vocation
in public safety, especially in the field
of law enforcement, firefighting, or
emergency medical training.
Jalencia Lemons*
Elyse Maley*
Amanda Thackrey
Karl and Marjorie Sharp
a scholarship to a graduate of
Centerville, Hagerstown, or
Richmond High school who
demonstrates financial need and
a strong work ethic, significant
extracurricular involvement, and
community leadership.
Caleb Martin
Shepherd Family Memorial
scholarship to a graduating female
student from Richmond High School
who played basketball during her
senior year.
Sarah Richards
Stuart C. and Martha I. Shipman
scholarships to Lincoln High School
graduates who plan to prepare
for a career in education, fine arts,
business or a vocational area.
Christa Fultz
Elizabeth Smelser Scholarship
scholarships to students planning to
attend Earlham College.
Ricardo Jalen Sleet
Richard F. Smith Memorial
scholarships to Richmond High
School graduates studying
graphic arts.
Silus Massoff
Anne Elizabeth Sperling Memorial
Scholarship ($20,983) To assist a
Richmond High School graduate
who is enrolled in a program of R.N.
certification.
Abigail Lovely
Anne E. Sperling BSN Memorial
awarded to an exemplary registered
nurse employed at Reid Hospital
who is seeking a Bachelor of Science
degree in nursing from Indiana
University East.
Anne E. Sperling MSN Memorial
awarded to an exemplary registered
nurse employed at Reid Hospital who
is enrolled at an accredited school of
nursing and is seeking a Master of
Science degree in nursing.
Kimberly Carlton
Luella M. Beatty Stott Memorial
scholarships to students planning to
study nursing.
Dakota Tipton
Elmer E. Toschlog Memorial Award
($5,444) To be awarded annually to
a graduate of Centerville High School
who has demonstrated outstanding
citizenship and leadership skills.
Samuel Stegall
Dr. Jerry Turner Memorial
Scholarship ($1,086) To provide an
annual scholarship to a Richmond
High School graduate who plans to
prepare for a career in veterinary
medicine, science or agriculture.
Erica Bischoff
Scholarship Funds Continued
Thad Tutterow Memorial
Scholarship ($8,467) To benefit a
Hagerstown High School graduating
senior who had a strong academic
performance, showed leadership
in extra-curricular activities,
demonstrated dedication to
community development and showed
responsibility in their actions.
Sydney Denhart
Dr. William E. Upchurch Memorial
Award ($19,689) To provide
scholarships to graduating seniors of
Hagerstown High School who exhibit
positive traits and strong academic
performance.
Garrett Wilson
Peyton Young
Stephen C. Varnell Memorial
a scholarship to a graduating senior
from Richmond High School who
was a member of the Richmond High
School band and who intends to
major in instrumental music.
Emily Jetmore
Glenn Veal Scholarship Trust
($60,560) To benefit graduating
seniors of Nettle Creek School
Corporation who study agriculture or
home economics.
Joseph Limburg
Frances Mayhew Memorial Fund
Wayne County College Fund
($757,179) To benefit graduates of
Wayne County High Schools who
have unmet need and who will attend
a Wayne County college. This Fund
is a group of ten component funds
that was given an early boost with
a significant gift from the former
NATCO Foundation.
Moreta Ballinger Rinehart Fund
Component Funds include:
Charles P. and Sylvia D. Bane
Memorial Fund
Hub and Zella Etchison Fund
James and Margaret Gibbons
Memorial Fund
Elizabeth Jay Memorial Fund
Lilly Challenge Fund
Scholarship Committees
County-wide
Carol McKey
Amy Noe
Alan Spears
Centerville
High School
Cecil Franke
Christyn Keyler
Nanette Merida
Michelle Moore
Shelley Newman
Karen Thuman
Hagerstown
High School
Brian Cadle
Mark Childs
Gerry Keesling
Amy Oliger
Seton High School
Rick Ruhl
Shaunna Stamm
Lincoln High School
Nancy Alford
Rob Bills
Beth Bowman
Frank Brattain
Mike Cerqua
PA Cohen
Suzanne Glazer
Jim Grigsby
Jodi Johnson
Mary Jo Kinnaman
Daryl Lane
Dr. Robert Mahon
Jane Myers
Kathryn Ray
Miriam Zimmer
John and Katherine Miller
Scholarship Fund
Fred Nottingham Memorial Fund
Wayne County College Fund
Scholarship recipients:
Sunny Allen
Cierra Darlene Ammerman
Elizabeth Bertsch
Shelby Bertsch
Jamaica K. Branch
Aaliyan Brown
Jessica McDaniel Case
Kimberly Clarkson-Smith
Jessica Cordell Baker
Kaylee Cox
Seth Gard
Cameron Gibbel
Benjamin Gibbs
Jordyn Grimes
Alexis Hurd
Allison Jack
Sara Kahle
Zachary Madden
Richmond High School
Robert Bailey
Debra Bartel
Amy Beauchamp
Laura Brazil
Emily Brinck
Jessica Brooks
Jeanne Engle
Matthew Fisher
Jeff Gabbard
Sarah Hellrung
Leah Hoffman
Erica Krebs
Sally Porter
Jessica Raffelson
Barb Ramsey
Tess Scheiben
Denise Selm
Emily Sherrow
Renee Thrasher
Theresa Wier
Korey Mathena
Katlyn M. Mathews
Jesus Vivanco Perez
Jorge Perez-Orduno
Katie Reece
Courtney Sebring
Katie Stonebraker
Kayla Thomas
Dakota Tipton
Sydney Townsend
Diana Vargas
Dane Vosmeier
Brian Williams
Joshua Wood
Gary Yontz
Richard Wedding and Patricia
Wedding Scholarship Endowment
Fund ($391,979) To provide
scholarships to graduates of Lincoln,
Hagerstown, Northeastern, Seton,
or Centerville High Schools who are
pursuing a degree in music.
Hazel Hardwick Wickersham
scholarships to graduates of Union
High School in Randolph County who
plan to enter the teaching profession.
African American
Scholarship
Sheila Armstead
Paul Kriese
Sally Porter
Northeastern
High School
Neal Adams
Rita Frame
Krista Hendrickson
Mark Kerkhoff
Melissa Lawson
Dan Merkamp
Tara Nocton
Mike Roeder
Chad Wilson
Mary L. Williams Memorial
a scholarship to Northeastern
High School graduates who have
demonstrated leadership qualities
in school or in the community, and
especially those who have engaged
in significant levels of
volunteer service.
Seth Gard
Frederick and Mary Wood
graduates of Hagerstown High
School and New Castle High School.
Ashley Criswell
Lindy Smith
* Renewable scholarships previously
awarded.
Scholarships Retired in
2014
Charlie Dils Memorial Scholarship
Mary E. Hill Scholarship
Janice Bragg
Shonda Kidd
Billie Johnson
Sabrina Pennington
Sandra Rowe
Eileen Baker-Wall
Varnell Scholarship
Terry Bettner
Carol Gegner
Sally Porter
Jennifer Schroeder
RHS Alumni Association
Scholarship
David Brumfield
Carol Owen-Clark
Nancy Cox
Saundra Gore
Mary Lou Griffey
Pam Hagy
Nancy Manning
Debbie Ninde
Joyce Owen
Sandra Rowe
Sharon Sanders
Lilly Endowment
Community
Scholars
Lilly Endowment Community Scholarships are awarded on
the basis of academic performance, written essays, letters of
recommendation, and extracurricular activities. Lilly Scholars
receive a four-year, full tuition scholarship and book stipend
to the public or private Indiana college of their choice.
LEAH
BASFORD
Leah Basford is the daughter of Sally Osborn and Tim
Basford. While attending Centerville High School, Leah
maintained a 4.0 GPA, served in several leadership positions
and participated in cheerleading, model legislature, and
National Honor Society. She also volunteered at her church
and at the Greens Fork Animal Hospital. Leah is majoring in
business marketing at Butler University.
Lilly
Scholars
Kaitlin
K ramer
Kaitlin Kramer is the daughter of Teresa and Anthony Kramer.
While attending Richmond High School, Kaitlin maintained a 4.0
GPA and participated in soccer, tennis, and on the social studies
academic team. She held several leadership roles including
captain of the soccer and tennis teams and volunteered at Reid
Hospital and with the Kick-Off to Mentoring Program. Kaitlin is
studying mechanical engineering at the University of Notre Dame.
The Lilly Endowment Community Scholarship Program has sought to raise the
level of educational attainment in Indiana by giving the very best students from
every county the means to pursue their academic dreams.
Begun in 1998, the program offers four-year, full-tuition scholarships to Indiana
students who intend to work toward a baccalaureate degree at any accredited
public or private college or university in Indiana. The scholarship also provides
$900 per year for required books and equipment.
There have been 37 Lilly Endowment
Community Scholars from Wayne
County through 2014.
Centerville Hagerstown
Lincoln
Northeastern
Richmond
Seton
12
7
4
4
9
1
Recognizing
Our Donors
Mr. and Mrs. Gary L. Adamson
Mrs. Mary Alice Adney
Ahaus Tool and Engineering
Caleb and Amanda Alexander
Alpha Garden Club
Amy Noe Law Office
Anonymous Donors
The Austin Memorial Foundation
Bader Mechanical
Dr. and Mrs. Max E. Bailey
Ms. Lora Baldwin
Betty Ball Bolle passed away in
2014. Friends will cherish her
memory as a wife, mother
and philanthropist.
Mr. and Mrs. Mike Ballard
Mr. and Mrs. Curt Barker
Barbara and Roderick Barr Fund of The Greater Cincinnati Foundation
Dr. and Mrs. Bradford J. Barrett
Mr. and Mrs. Robert Baughman
Mrs. Kim Baughman
Mr. and Mrs. Donnie Becker
Mrs. Louise Beede
Mr. and Mrs. Richard Behney
Mr. and Mrs. John Beilfuss
Belden Americas Division
Mrs. Stephanie Bell
People don’t give to community foundations as much as they give though them. We are
honored and privileged to recognize those individuals, businesses and organizations that
have made gifts to the Wayne County Foundation in 2014. Thank you! Whether for a
particular fund or purpose; in honor or memory of a loved one; or simply as an expression
of your generosity, your contribution allows us to help make our community a better, more
vibrant place to live and work.
Estate of Chris Benton
Mrs. Shirley Benton
Blue Marble Design
Mr. and Mrs. Michael Blum
Mr. and Mrs. Richard Bohlander
Mr. and Mrs. Chad Bolser
Mr. and Mrs. Stephen C. Borchers
Boston Bever Klinge Cross & Chidester
Ms. Marya Bower
Mr. and Mrs. Andrew Bowne
Brady Ware
Mr. and Mrs. Brian R. Brehm
Mrs. Beth Brittenham
Bromelkamp Company
David A Brown Appraisal Services
Dr. Gary K. Brown
Lenore and Max Brown
Mr. Jack Buckland
Dr. and Mrs. Edwin Cy Burkhart
Mr. and Mrs. Dennis A. Burns
Mr. and Mrs. Robert G. Burton
Ms. Tamika R. Bynum
C. Allan Rosar and Associates
Ms. Jennifer Capps
Mr. Tom Carrico
Carroll Electric
Mr. William Carter
Mr. and Mrs. Ronald Cate
Cates’ Auto Service
Centerville-Abington Dollars for Scholars
Christian Adult Singles Together
Mr. and Mrs. Ron Christopher
Mr. and Mrs. Donovan L. Clark
Mr. and Mrs. Len Clark
Dr. and Mrs. Joseph Clemente
R.W. Clinton and Associates
Ms. Becky Codiano
Mr. William Coffin
Mr. and Mrs. James Cohen
Mr. and Mrs. Christopher Coleman
Ms. Cindi Conwell
Mrs. Sara Coulter
Mr. Lawrence Crockett and
Ms. Kathleen Richards
Mrs. James R. Daggy
Dance with Me Bridal and Occasion Wear
Estate of Eunice E. Dare
Mr. and Mrs. Larry Davis
Ms. Marteen Dawes and
Ms. Sue Cunningham
Dr. and Mrs. John R. Dehner
Mr. and Mrs. Stephen A. Deibel
Mr. and Mrs. Gregory J. Deitz
Ms. Laara Delain
Robert Delaney Law Offices
Des Fleurs Garden Club
Mr. Michael Devine and Mrs. Kathleen Lucid
Doan and Mills Funeral Home
The Honorable Darrin M. Dolehanty and Cherie Dolehanty
Dot Foods
Doxpop
Drs. Logan and Bailey
Ms. Leslie Ducey
Mr. and Mrs. Jim Duke
Ms. Julie Duke
Earlham College
Easter Seals of Wayne and Union Counties
Economic Growth Group
Ms. Phyllis Eloff
Mr. Michael Elstro
Mrs. Susan Elzemeyer
Mr. and Mrs. James England
Mr. and Mrs. Vance England
Mr. and Mrs. John F. Fallis
Mrs. Susie Ferrell
Fidelity Charitable Gift Fund
First Bank Richmond
First English Lutheran Church
First Merchants Corporation
Mr. Paul R. Flatley
Fluoropolymer Resources
Mr. and Mrs. Jon A. Ford
Mr. and Mrs. Adam G. Forrest
Dr. Katherine Frank
Freeman Planning and Design
Friends Fellowship Community
Mr. and Mrs. Edward Fry
Dr. and Mrs. David Fulton
Fred Gabbard Trust Account
Gannett Foundation
Ms. Karen Geier
Mr. Stephen Geier
Ms. Anne Gentry
Georgia Direct Carpet
Mrs. Aileen S. Githens
Mr. Randy Gollden
Ms. Sue Gordy
Mrs. Vicki R. Grafflin
Dr. and Mrs. Cory Gray
Mr. and Mrs. Roger Green
Mr. and Mrs. Brett Guiley
Mr. and Mrs. Mark A. Hale
Ms. B. Welling Hall
Mr. Chris Hardie and Mrs. Kelly Burk
Harrington-Hoch Insurance
Mr. and Mrs. John Hartman
Stanley W. Hayes Research Foundation
Mr. Steve Hayes, Jr.
Health Care Professionals Federal
Credit Union
Ms. Robin Henry
Mrs. Kristi Herig
Mr. and Mrs. Thomas Herrman
Mrs. Patricia Hersberger
Mr. and Mrs. Tom Heyob
Dr. and Mrs. Michael Hinshaw
Mr. and Mrs. Duane Hodgin
Mr. and Mrs. Don Hoffer
Holland Colours America
Hometown Comfort
Hoppe Jewelers
Mr. Philip H. Hosbach
Mr. and Mrs. Ron Hughes
Mr. and Mrs. Stephen Hunyadi
Mayor Sally Hutton
Dr. and Mrs. Jon M. Igelman
Indiana Football Hall of Fame
Ivy Tech Community College
J. M. Hutton and Company
Mrs. Brandi Jackson
Mr. and Mrs. Jeffrey A. Jackson
Col. and Mrs. Ernie Jarvis
Mr. Richard E. Jeffers
Mary Hatfield Jenkins Trust
Dr. and Mrs. David L. Jetmore
Jiffy Lube
Ms. Diane Johnson
Johnston’s Dairy Queen
Mr. and Mrs. Rick J. Jones
Mr. and Mrs. John Kauffman
Mr. and Mrs. Jim King
Mr. and Mrs. Richard D. Kirschner
Kitchin and Sons
Mr. and Mrs. Bill Kitchin
Mr. and Mrs. Garry D. Kleer
Mr. and Mrs. Kent G. Klinge
Mr. Jim Knight
Dr. and Mrs. Lloyd Koester
Mr. Rudy Kunshek
Mrs. Rebecca L. Osborn Lafuze
Dr. Patty Lamson and Mr. Howard J. Lamson
Mr. and Mrs. Dan Lane
Lemon’s Florist
Dr. and Mrs. James R. Lewis
Lilly Endowment, Inc.
Lingle Family Charitable Giving
Mr. and Mrs. Paul Lingle
Little Sheba’s
Logue’s TLC Pet Hospital
Fr. John H. Luerman
Mr. and Mrs. Barry MacDowell
Barry and Carolyn MacDowell Family Fund
Ms. Joan Martin
Estate of Charles Matthews
Estate of Maxine Matthews
Mr. and Mrs. Lynn D. Mayer
Mr. and Mrs. John P. McBride
Mr. and Mrs. Robert McConnell
Ms. Jane McDaniel
McDonald’s Restaurants of Richmond
Mr. and Mrs. Jim McKey
Mrs. Carol McKey
Mr. John Meredith
Midtown Prescriptions
Mr. Stuart Milligan
Ms. Carolyn Mills
Mr. and Mrs. Ernest W. Mills
Mr. and Mrs. Martin Montgomery
Mr. and Mrs. Gary N. Moorehead
Mr. George N. Mosey
Ms. Melissa Mowell
Mr. and Mrs. Myron Moyer
Natco Credit Union
Newton’s Auto Service
Mr. Daniel Norris
The Olde North Chapel
Dr. and Mrs. James Parliament
Mr. and Mrs. Robert S. Patterson
Petal and Stem Garden Club
Ms. Sherry L. Petry
Phillips Drugs
Estate of Henriette Pierson
Mr. and Mrs. Jeffrey C. Plasterer
Ms. Abigail Pratt-Harrington
Prime Property Realty
Primex Plastics Corporation
Mr. and Mrs. Thomas L. Proudfoot
Purina
Quigg Fund
Mr. Tom Ransom
Raymond James
Recycling Center
Mr. and Mrs. Ronald Reeves
Reid Hospital and Health Care Services
Mr. and Mrs. Robert Reinke
Drs. Reising and Burkhart
Dr. and Mrs. Greg G. Reising
Ms. Katharine Reising
Ms. Carrie Reisner
Mr. Steven Reisner
Mr. Arthur Rettig
Rhett Baumgartner Commercial Real Estate
R.R. Rhoads Credit Shelter Trust
Mrs. Tammy Rhoades
Ms. Monica Rice
Mrs. Erma W. Rich
Richmond Art Museum
Richmond Association of Realtors
Richmond Baking
Richmond Casting Company
Richmond Furniture Gallery
Richmond Power and Light
Richmond Rose Garden Project
Riggle-Waltermann Mortuary
RMD Patti Insurance and Financial Services
Mr. and Mrs. Lowell L. Robinson
Rodefeld Kassens North
Mr. and Mrs. Gary H. Rodefeld
Mr. David A. Rodgers
Mr. and Mrs. George W. Rohe
Mr. and Mrs. Allan Rosar
Rosar Donor Advised Fund
Mrs. Peter Rossi
Ms. Rhea C. Ryan
Saville Hilltoppers Garden
Mr. Brian Schleeper
Mr. Frank Schwegman
Sanofi Pasteur, Inc.
Mrs. H. Sue Shafer
Mr. Bryan Shaffer
Mrs. Marjorie Sharp
Ms. Linda Sherrow
Mr. and Mrs. Bob Sickmann
Ms. Ann Silvia
Ms. Tamara Smale
Mr. James R. Smarelli
Mr. and Mrs. Emmett Smelser
Mr. and Mrs. Dwight D. Smith
Mr. and Mrs. Richard Smith
Mr. Paul Vincent Spade
Ms. Ann Spears
Mrs. Jewell Spears
Mr. and Mrs. John E. Stanley
Mr. and Mrs. James Stapleton
Mr. William S. Starr
Stegall-Berheide-Orr Funeral Home
Mr. and Mrs. Jim Stephens
Mr. W. Ray Stevens III
Mr. Avis Stewart
Studebaker Buick-Pontiac-GMC
Mr. and Mrs. Jerry Studebaker
Stults Family Dentistry
Mr. Martin Suddeth
Summit Computer Systems
Mr. and Mrs. Terry Suttle
Ms. Christine Swafford
Taconic Foundation, Inc.
Ms. Barbara C. Taylor
Thor Construction Company
Mr. Michael Thuman
The Honorable Charles K. Todd, Jr. and
Mrs. Sandra Todd
Dr. and Mrs. William H. Toedebusch
Tom Raper Inc.
Mr. and Mrs. Jerry B. Toney
US Bank
Mr. and Mrs. Martin Van Der Burgt
Mr. and Mrs. Neal Vanmiddlesworth
VanVleet Insurance Agency
Mr. and Mrs. Brad VanVleet
Dr. and Mrs. Ashton Veramallay
Village and Farm Garden Club
Dr. and Mrs. Adrian Villarin
Ms. Mary T. Walker
Wallace Heating and Air
Mr. Frank Waltermann and
Ms. Mary Merchanthouse
Mr. and Mrs. Rod Waltz
Warm Glow Candle Company
Mr. Timothy B. Watt
Wayne Bank and Trust
Wayne County Convention and
Tourism Bureau
Wayne County Federal Credit Union
Wickemeyer Endowment Fund
Estate of Patricia Wedding
West End Bank
Western Wayne Dollars for Scholars
Wetzel Auto Cruise
Mr. and Mrs. Stanley G. White
Mr. and Mrs. Morris Whitlock
Mr. and Mrs. Jason Whitney
Mr. and Mrs. David Williamson
Ms. Ione Wilson
Ms. Victoria Wilson
Mr. and Mrs. Samuel M. Witherby
Mr. and Mrs. Paul Witte
Ms. Quyen Wolfe
Women’s Fund of the Wayne
County Foundation
Ms. Holly A. Woodruff
Mrs. Kimberly Wright
Dr. and Mrs. Benjamin F. Young
Mr. and Mrs. John Zetzl
In Honor of...
In honor of Nick and Marale Aughe
Ms. Rhesa Cotham
In honor of Lisa Bates
Mrs. Jill King
Mrs. Darla Lane
Mr. and Mrs. Michael Stuckey
In honor of Georgianna Benson
Ms. Renee Doty
In honor of Nick Catania
Mr. and Mrs. Douglas E. Poland
In honor of Andrew Cecere Dr. and Mrs. Richard Garnet, Jr.
In honor of Mara Jan Daugherty
Mrs. Hollie Day
In honor of Dr. Ronnie and
Ann Dickson
Mrs. Jewell Spears
In honor of Hagerstown Arts Place
Mr. and Mrs. Ed Ansorg
In honor of Susan Isaacs
Ms. Bethany Norwalt
In honor of Faye Jose
Dr. James Jose and Ann Rollins
In honor of Jim and Jill King
Mr. and Mrs. Verne Clingenpeel
In honor of Barbara Kleve
Ms. Morgan Howard
In honor of Gil Klose
Anonymous
Ms. Megan Klose
Mr. and Mrs. Kevin Klose
In honor of Barry MacDowell
Mr. and Mrs. Gregory Buchheit
Mrs. Carol McKey
Mrs. Kathleen Simkin
In honor of Janice Niccum
Ms. Kimberly Cook
In honor of Karole Passmore
Mrs. Michelle Snow
In honor of the Richmond
Shakespeare Festival
Mr. and Mrs. Ray Ontko
In honor of Gary Schuette
Nettle Creek Hardware
In honor of Kathy Wright
Mrs. Aubrey Blue
In memory of...
In memory of Paul Allen
Mr. and Mrs. Bob Brittenham
Mr. and Mrs. Joseph Chamness
Mr. and Mrs. Garry Kleer
Ms. Carol Ward
In memory of Sparky and Norm Barr
Mr. Randall Wisehart and
Mrs. Tammy Rhoades
In memory of Chris Benton
Mr. and Mrs. Bill Kitchin
Mr. and Mrs. Tony Michael
Tom Bivens, long time
businessman and community
leader, died in 2014 but will be
remembered for his big heart
and
caring nature.
In memory of Thomas F. Bivens
Mr. and Mrs. Peter Bartel
Mrs. Jo Bivens
Mr. and Mrs. Jerry Easley
First Bank Richmond
Mr. and Mrs. Robert Fix
Mr. and Mrs. Gerald Frette
Ms. Jill R. Grajewski
Mr. and Mrs. Tom Hale
Mr. and Mrs. Jack Harlan
Mr. Larry Harshman and Family
Ms. Robin Henry
Highland Lake Ladies Golf Association
Mr. and Mrs. Thomas Hilkert
Mr. and Mrs. Ron Hughes
Mr. and Mrs. Jim Keene
Mr. and Mrs. Garry Kleer
Mr. and Mrs. Paul Lingle
Mr. and Mrs. Mike Lyons
Ms. Betty Martin
Mr. and Mrs. Martin Meehan
Mr. and Mrs. Bill Million
Ms. Angie Mills
Mr. and Mrs. Jan Passmore
Mr. and Mrs. John Pennington
Mrs. Evelyn Petry
Ms. Janet Petry
Ms. Nancy Petry
Mr. John Rusie
Studebaker Buick-Pontiac-GMC Trucks
Ms. Laura Townsend
Mr. and Mrs. James Turner
Mrs. Jackie Vanderpool
Mr. and Mrs. Bill Weiseman
Mr. and Mrs. Robert Whipple
Mrs. Sarah Witt
In memory of Betty Bolle
Mr. and Mrs. Christopher Ball
Mrs. Jo Bivens
Brady Ware
Mr. and Mrs. Gary Cheney
Mrs. James Daggy
Mr. Robert M. Ferry
Mr. and Mrs. Ramsey Findlater
First Bank Richmond
Mr. Frank Giammarino
Ms. Jill Hamilton
Ms. Krystine Hansen
Dr. and Mrs. William Harvey
Mr. and Mrs. Jack Henry
Mr. and Mrs. Donald Holihan
Ms. Pamela Jackson
Ms. Barbara Barker Jenkins
Mrs. Debbie Kitchin
Mr. and Mrs. Thomas Luken
Mr. and Mrs. Craig Martin
Mr. and Mrs. Jim Meck
Ms. Peggy Miller
Mrs. Ronald Oberle
Mr. and Mrs. Ned Pennock
Ms. Ann Perry
Mr. and Mrs. Lowell Robinson
Mrs. Sue Shafer
Stevens and Mendenhall Families
Ms. Angela Nan Swanson
Ms. Patricia Swanson
Mr. and Mrs. Thomas Swanson
Mr. and Mrs. Mark Townsend
Mr. and Mrs. John Turner
In memory of George E. Brattain, Sr.
Mrs. Erika Brattain and Family
In memory of Ted Braxton
Mr. and Mrs. Donald Braxton
Mr. and Mrs. Wayne Vincent
In memory of Barbara J. Brown
Institute for Creative Leadership
Mr. and Mrs. Kent Beisner
In memory of Dellavee Butler-Marsh
Mr. Eric D. Marsh
In memory of Betty Cecere
Mr. Andrew Cecere
Dr. and Mrs. Richard Garnet, Jr.
Ms. Charlotte Maley
In memory of Jason Chaney
Mr. and Mrs. Rick Jones
In memory of Max C. Clevenger
Mrs. Max Clevenger
In memory of Dr. Jim Daggy
Mrs. Anne Coble Voss
In memory of Tom Ebbinghouse
Mr. and Mrs. Scott Porter
In memory of Jack Edwards
Mr. and Mrs. Jud Costlow
Mr. and Mrs. Jim Duke
Mr. and Mrs. Ray Ferriell
Kutter Family Fund
Mr. and Mrs. Mark McIntosh
Mr. and Mrs. Steven McIntosh
Mr. and Mrs. Bill Million
Mr. and Mrs. James Peters
Mr. and Mrs. Carl Schuler
In memory of Gladys Ervin
Mrs. Lisa Bates
In memory of Bud Frick
Miami Valley Rose Society
In memory of Tami Goss
Ms. Betty Goss
Mr. Don Goss
In memory of Joanna Hamilton
Ms. Carol Evans
In memory of Ralph Hankosky
Mrs. Mary Hankosky
In memory of Rose Marie Hively
Mr. and Mrs. Paul Retherford
In memory of Sam Hogenauer
In memory of Josh Johnson
Mr. and Mrs. Brett Crabtree
Subway
Mr. John C. Marhoefer
In memory of Vic Jose
Ms. Allana Cummings
Dr. and Mrs. John Dehner
Dr. and Mrs. William Harvey
Mr. David A. Jose
Dr. James Jose and Ann Rollins
Ms. Emma Meadows
In memory of Duane W. Kinyon
Ms. Mary Kinyon Hoffmann
In memory of Mary Carolyn Kinyon
Mr. Milton A. Austin
Ms. Sarah Bradley
Ms. Dianne Davis and Ms. Karen Sills
Mr. and Mrs. Jan Elsea
Ms. Linda L. Emberton
First Bank Richmond
Mr. and Mrs. Ronald Highland
Ms. Mary Kinyon Hoffmann
Mr. and Mrs. Donald Holladay
Ms. Jane C. Kinyon
Mr. Michael P. Kinyon
Mr. Stephen S. Kinyon
Ms. Jane McCrea
Ms. Thelma Neal
Mr. and Mrs. Douglas Oler
Mr. and Mrs. Robert Smith
Ms. Elinor Thomas
Ms. Ellen Wheeler
In memory of Ailene Kuhlman
Ms. Diane Eaton
Ms. Sula H. Inklebarger
Ms. Roxane G. Jordan
Mr. and Mrs. Mark Lindemer
Shades of Grey Book Discussion Group
Ms. Carol Murphy
Ms. Mary Paddock
Mr. and Mrs. Wayne Vincent
Mr. and Mrs. Dick Whittaker
In memory of Johnathan Lahmann
Mr. and Mrs. Robert Lipps
In memory of Ellen Lane
Dot Foods
Mr. and Mrs. Daryl Lane
In memory of Becca Lanter
Ms. Denise A. Marhoefer
Wilson Wines
In memory of Richard Ludwig
Anonymous
Mr. Charles Bond
Mr. and Mrs. John Bullerdick
Bunco Girls Night Out Group
Mr. Robert Dargie
Mr. and Mrs. John Dersham
Ms. Jennette Earlywine
Mr. and Mrs. Dave Fairchild
Ms. Kitty Fitzgibbons
Greater Fort Wayne Inc.
Mr. and Mrs. Richard Kasulas
Mr. and Mrs. Mike Mullins
Mr. Conrad E. Schultz
Mr. and Mrs. Dan Senese
Mr. and Mrs. Dean Stephens
Mr. and Mrs. Dick Stevens
Mr. and Mrs. Henry Tilmans
Dr. and Mrs. William Toedebusch
Mr. and Mrs. Bill Veach
Ms. Shelley Weaver
Ms. Arlene Williams
Mr. and Mrs. Allen Wright
In memory of Megan Lyons
Ms. Imogene Van Sickle
In memory of Kevin MacDowell
In memory of Rob Mahoney
Automated Controls and Electrical Supply
Birck’s Hardware
Building 125
Byrco
Ms. Christina Clevenger
Mr. and Mrs. Donald Crull
Mr. and Mrs. Jerry Doddridge
First Bank Richmond
Mr. Karl D. Griffin
Mr. and Mrs. James Hamm
Mr. and Mrs. Dave Hunt
Mr. Daniel Lamberson
The Macomb Group
McPrinting T-Shirt and Design
Mr. and Mrs. Eric Miles
Palmer and Company
Ms. Tracie Richardson
Mr. and Mrs. Troy Roberts
Mr. and Mrs. Brad Schofner
Turner Insurance
Mr. and Mrs. Andrew Walther
Waskom Capitol Hill Chapel
Winding Branch Golf Course
In memory of Ruth Mapp
Dr. and Mrs. Adrian Villarin
In memory of Robert McEwen
Ms. Emma Meadows
In memory of Willard and
Bessie Mikesell and Gene and
Cleora Freshwater
Ms. Jody Stewart
In memory of Rose Morrison
Ms. Rose Bostick
Mr. John Mohr
Ms. Norma Wilson
In memory of Debra Mullins
Dr. and Mrs. Angelo Giannitelli
In memory of Cooper M. Newton
Mr. Tom Wenger
Mr. and Mrs. Rick Jones
Mr. Thomas A. Wenger
In memory of Daniel Oberle
Anonymous
Ms. Charlotte Maley
In memory of Ronald Oberle
Mr. and Mrs. Thomas Cox
Ms. Charlotte Maley
In memory of Edna McNary Pickett
Ms. Mary Ann McCormick
In memory of Dr. Edward Plasterer
Mrs. Ermajean Plasterer
In memory of Ema Lou and Larry Porter
Mr. and Mrs. Samuel Witherby
In memory of Richard Powell
Dr. and Mrs. Angelo Giannitelli
In memory of Shirley Reihman
Dr. Dana Reihman
In memory of Thelma P. Robinson
Mr. and Mrs. Ed Ansorg
In memory of Douglas M. Sheets
Ms. Christina Clevenger
In memory of Betty and Morris Snyder
Ms. Sarah Bradley
In memory of Betty Snyder
Mr. and Mrs. Thomas Cox
Mrs. James Daggy
Mr. and Mrs. William P. Jones
Mr. Roy H. Lilly
In memory of Glen Spears
Mrs. Amy Spears
In memory of Stephen Varnell
In memory of Charles Waltz
Ms. Lori Hall
Mr. and Mrs. Rod Waltz
In memory of Ruth J. Wickemeyer
Ms. Averil MacKenzie
A Chance to Match a Million
We are especially grateful for the opportunity given to us by Lilly
Endowment Inc. to once again receive matching dollars from the
Giving Indiana Funds for Tomorrow (GIFT) initiative. When the
match is achieved in full, the Foundation will add approximately
$1 million to its unrestricted asset pool and see an additional $1.5
million in support of designated giving interests. By our current
spending policy, this will yield an additional $125,000 annually to the
Foundation’s grant-making.
Ways to Give
There are many ways to support the important work of the
Foundation or your favorite local charity. Each offers unique
opportunities, one of which is bound to be just right for your
personal circumstances.
Please contact the Foundation to learn more.
Bequests
One of the most popular and simplest ways to give - a bequest - allows you to create a legacy without taking cash out of your pocket during your lifetime. If you are considering a bequest, let us explain the many options you have and how we will assure your gift is used as intended.
Beneficiary Designations
You can also name the Foundation as a beneficiary of your retirement plan or life insurance policy. Doing so is generally a simple process that can be easily modified at any time to meet your changing needs. Moreover, using retirement assets to fund your charitable interests is often a tax-wise strategy.
Charitable Gift Annuities
Charitable Gift Annuities allow you to make a donation and receive income for life. They offer a competitive rate of return and qualify the donor for a current income tax deduction. Gift Annuities are often a good option for charitably-minded older adults.
Donor Advised Funds
A donor advised fund is perfect for the donor who wants to stay involved with how their gift is used. It’s a great way to help teach children or grandchildren about responsible philanthropy, too.
Endowments
If you’d like to create a lasting legacy, consider a named, endowed fund. Establishing an endowed fund offers ongoing support for the charity of your choice and provides you with valuable tax benefits. Endowed funds may also be created in honor or memory of a loved one or friend to ensure they are remembered forever. If you are unable to fund the entire amount at once, consider an Acorn Fund which allows you to build an endowment over time.
Anonymously
Perhaps you’re a very private person who wants to support our community but doesn’t want everyone else to know.
Gifts made anonymously to the Foundation ensure your privacy, as well as your charitable intent.
A Message from our Board Chair
On behalf of the Wayne County Foundation Board of Directors, thank you for taking the time to
read through the milestones, stories and well-deserved recognition that flow throughout this
annual report. I think you’ll agree it’s a moving testament to the power of philanthropy.
We hope you’ll join us in celebrating this work, appreciating the outcomes that result, and
continuing the conversation about how to enhance the spirit of community and improve the
quality of life here.
The philanthropic spirit in our community is strong and manifests itself in so many ways that we
are probably always at risk of taking some part of it for granted. It feels important and worthwhile
to pause, step back and reflect on the kindness, innovation, leadership, and future-thinking that
goes on here every day.
The Board thanks the Foundation’s staff and volunteers for all of their hard work, and most of all
we thank you for including the Wayne County Foundation in your own efforts to make Wayne
County a better place.
Chris Hardie, Board Chair
Committee Volunteers
Marketing
Clare Bond
Sara Coulter
Susan Haskett
Jenie Lahmann
Darla Lane
Resource Development
Roger Green, chair
Jon Ford
David Gethers
Kelly Hale
Clark Jordan
Kim Poinsett
Women’s Conference
Aubrey Blue
Becky Codiano
Beth Fields
Darla Lane
Kim Poinsett
Erma Rich
Nominating
Steve Higinbotham, chair
Len Clark
Adam Forrest
Chris Hardie
Jill King
Carol McKey
Audit
John McBride, chair
Angie Dickman
Chris Hardie
Bob Ramsey
Mark Soukup
Challenge Match
John McBride, chair
Len Clark
Roger Green
Jill King
Darla Lane
Investment
Roger Green, chair
Tom Alberts
Brett Guiley
Mark Hale
Chris Hardie
Jim Keene
Rob Quigg
Dick Smith
Alan Spears
John Wright
Grant
Steve Higinbotham, co-chair
Jill King, co-chair
LuAnn Gettinger
Chris Hardie
Don Hawk
Billie Kester
Daryl Lane
Sabrina Pennington
Karen Pipes
Jenny Tinkle
Our Board of Directors
Chris Hardie Chair
Darla Lane Vice Chair
John Zetzl
Treasurer Jill King
Secretary
Len Clark Roger Green
Pamela Hancock
Steve Higinbotham
Susan Isaacs
Greg Janzow John McBride Amy Noe
Sabrina Pennington
Jim Tanner
Bonita Washington-Lacey
Retiring Board Member June 2015: Sabrina Pennington . Incoming Board Member June 2015: Eileen Baker-Wall
Our Staff
Steve Borchers
Executive Director
Rachel Hughes
Development Officer
Lisa Bates
Program Officer
Amy Waltz Lori Johnson
Finance Officer
Administrative Assistant
Building on an Exceptional
Year
Steve Borchers,
Executive Director
Gifts Received
(last 7 years)
We hope the stories and reports on the preceding pages serve to illustrate
the impact of the Foundation’s work throughout Wayne County. More
accurately, they illustrate the impact generous people can have when they
actively pursue their charitable interests.
• We created 28 new funds – the most in any one year – including 7 organization designated funds, 5 field of interest funds, 4 unrestricted funds, and 3 scholarships.
$ 3,131,937
$ 3,369,154
$ 1,038,157
$ 2,227,262
$ 1,265,393
$ 2,275,356
• More than $3.1 million in new gifts and receivables, reflecting a robust mix of current contributions, bequests, and split-interest gifts… and a wide range of charitable interests.
$ 1,404,115
We also look to a set of operational metrics to gauge our progress. Once
again, we’re pleased to report they indicate another very strong year.
2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014
• Approximately $1.5 million worth of grants and distributions to local charitable organizations, including nearly $500,000 worth of individual scholarships.
Grants Awarded
(last 7 years)
• The 2014 Challenge Match Initiative helped forty local organizations generate more than $1 million in a 12-day period, including $231,000 provided by the Foundation and its 12 Challenge Match Partners.
• A $1.8 million net investment return helped push the Foundation’s total assets under management as of December 31 to an all-time high of $40 million – about a 7.8% increase over the course of the year.
$ 1,538,391
$ 1,371,106
$ 1,063,876
$ 2,711,271
$ 1,088,119
$ 1,244,414
Finally, 2014 will be remembered for the sixth round of the Lilly Endowment’s Giving Indiana Funds for
Tomorrow (GIFT) program, making the Foundation eligible to receive $1 million to match local support
of certain endowed funds. By the end of the year, we had qualified over 60% of our allocation and set
a course to maximize the opportunity for the long-term benefit of Wayne County.
$ 1,652,961
• Administratively, the Foundation added about $103,000 to its operating reserves and increased its operational endowments by more than $40,000.
2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014
F i n a n c i a l S tat e m e n t s 2 0 1 4
Consolidated Statement of Financial Position
Assets12/31/2014
Cash and cash equivalents
2,171,997
$
Pledges and contributions receivable 683,370
Investments
36,886,380
Property and equipment - net
362,672
Interest and dividends receivable
4,081
$ 40,108,500
Liabilities
Scholarships and grants payable
Agency funds
Annuities payable
Deferred revenue
Other liabilities
Total liabilities
$
Net Assets
Unrestricted
Temporarily restricted
Permanently restricted
Total net assets
$
Total Assets
$ 40,108,500
$ 37,212,046
$ 32,419,755
$ 30,170,277
$ 30,978,254
$ 28,453,630
$ 23,662,873
(last 7 years)
505,422
2,607,278
1,242,962
112,462
43,662
4,511,786
34,358,165
1,178,549
60,000
35,596,714 40,108,500
Consolidated Statement of Activities
Year Ended
Revenue, Gains, and Other Support
12/31/2014
$
Total amounts raised (including pledges) 3 ,131,937
Less amounts received as agency endowments (46,557)
Net contributions
3,085,380
2014
Investment
Results
Investment income
Realized gains on investments
Net unrealized loss on investments
Rental income
Administrative fee income
Miscellaneous income
Less investment return from agency endowments
Net revenue, gains and other support
855,202
1,465,079
(351,679)
30,319
453,428
47,748
(148,095)
5,437,382
Expenses
Grants and scholarships*
1,538,391
Less grants from agency endowments
(164,893)
Net grants and scholarships expense
1,373,498
Program
295,633
Management and general
754,919
Fund development
137,331
Less expenses from agency endowments
(19,924)
Total expenses, net
2,541,457
Change in Net Assets before Change in Value
of Split-Interest Agreements
2,895,925
Change in value of split-interest agreements
(91,480)
Change in Net Assets
2,804,445
Net Assets - Beginning of Year 32,792,269
$ 35,596,714
Net Assets - End of Year
* Net of prior year returns
Investment returns for the
Foundation’s total return
pool were up 5.4% for the
year ending December
31, 2014. This level of
performance exceeded
the portfolio’s policy index
benchmarks and reflects
the Foundation’s goal of
generating reliable gains
over time while hedging
risk with a range of fixed
income and alternative
investment strategies.
Endowed Pool Asset
Allocation Targets
Alternative
Investments
37.5%
Equities
45%
Fixed
Income
17.5%
2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014
Wayne County, Indiana, Foundation, Inc.
www.WayneCountyFoundation.org
Our Mission
The Wayne County, Indiana, Foundation, Inc.
exists to foster and encourage private philanthropic giving,
to enhance the spirit of community and to improve
the quality of life in the Wayne County, Indiana, area
now and for future generations.
Follow us on:
WAYNE
COUNTY
FOUNDATION
Design and Production:
Jenie Lahmann, InSitesDesign.com
33 South Seventh Street
Richmond, Indiana 47374 . (765) 962-1638
www.waynecountyfoundation.org
Photography:
Jane Holman, HolmanPhotos.com
Pyle Photography
Confirmed in compliance with the National
Standards for US Community Foundations

FINAL 2014 WCF Annual Report

Transcription

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