2010 Annual Report - Community Foundation of the Ozarks

Transcription

2010 Annual Report - Community Foundation of the Ozarks
Annual
Report
FY 2010
Inside:
Grantmaking Programs
Target community needs
Affiliates On the Move
Profiles of 42 regional foundations
Rural Schools Partnership
Special Report on Successful First Year
COMMUNITY Foundation of the
OZARKS
The Power
of
Planned Giving
Growing Stronger Communities
|
w w w. c f o z a r k s . o r g
|
417-864-6199
|
Springfield, Missouri
Annual
Report
FY 2010
About the Cover
T
his year’s annual report features “A Foggy Sunset over Table Rock Lake” photographed
at Cape Fair by Ryan McCoy, of Springfield, who won “Best of Show” in 2-dimensional
art at the 2010 Artsfest on Historic Walnut Street.
“Photography is my way of documenting the amazing things I see and experience in life.
I tend to focus on nature because it allows me to combine two of my strongest passions,
conservation and visual art. While some things such as a sunset on a mountain range are
large, dramatic, and obvious, others are more subtle. The arrangement of fallen leaves in
a stream or the spiral pattern inside a sunflower may seem insignificant at first glance, but
upon closer inspection often reveal a scene equally as inspiring.
Though I have traveled extensively, the images I take the most pride in are the ones that
showcase the sometimes overlooked beauty of my home state of Missouri. I chose the
name “Shortleaf” to represent my photography after Missouri’s native Shortleaf Pine.”
— Ryan McCoy
www.shortleaf.com
1
Contents
Letter from
the Chairman
Mission, pg.
Gainesville attorney David Pointer brings a rural Ozarks
perspective as the first regional Chairman 3
Five Questions for Brian Fogle,
the CFO’s third president
5
Making More
of our Mission
7
New initiative does double duty for the CFO
Cover Story:
The life-changing experience of legacy gifts
7
8-9
Humanitarians
of the Year
Family ranchers and brothers Roger D. and William Shaw
leave a large imprint across south-central Missouri
Arts, pg.
14
Arts in Action
APSI stands up for education, events, endowment
More Schools
Say Yes to YEP
Special Section:
33
14
32
Report Card for the first year of The Rural Schools Partnership
Schools, pg.
12
Profiles of CFO’s
42 Affiliate Foundations
33-36
37-66
Also Inside:
CFO Board of Directors
2011 Board Committees
Professional Advisors Council
Leaving a Legacy
Sustaining Members
New Funds Established
2
4
6
10-11
13
15-17
Previously Established Funds
Record Year for Scholarships
2009-10 Metro Springfield Grants
2009-10 Coover Regional Grants
Agency Partner Funds
Financial Statements 2010 Annual Report designed by Schilling/Sellmeyer & Associates
18-20
21
22
23
24-29
30-31
Annual
Report
FY 2010
Community Foundation of the Ozarks
Board of Directors Fiscal Year 2011
David Pointer
Chair, Gainesville
Cliff Brown
Vice-Chair, Springfield
Jill Reynolds
Secretary, Springfield
Shari Hoffman
Treasurer, Springfield
Mark Nelson
Executive Committee,
Springfield
Dr. Gloria Galanes
Executive Committee,
Springfield
Roger D. Shaw, Jr.
Executive Committee,
Thomasville
Kevin Ausburn
Springfield
Margie Berry
Forsyth
John Cooper
Springfield
Brian Fogle
CFO President,
Springfield
J.W. Gibbs
Springfield
Dr. Judith Gonzalez
Springfield
Sharon Whitehill Gray
Nixa
Lou Thelen Kemp
Bolivar
Bill Lee
Carthage/Joplin
William W. Miller, Jr.
Springfield
Mark E. Nelson
Monett
Evelyn Mangan
Springfield
Dr. Tom Prater
Springfield
Mel Saunders
Springfield
Sandra Thomason
Clinton
3
Letter from the Chairman
Growth and Transition
Set Course for New Goals
T
he Community Foundation’s role as an anchor across
our southern Missouri region is stronger than ever.
Through our efforts to build stronger communities, leverage
resources, and support creative solutions, we are helping
local communities overcome the lingering recession.
By now, many of you have heard or seen the remarkable
statistics of our 2010 fiscal year, which ended on June 30.
But, they bear repeating one more time. We should be
most proud of a record $18.2 million awarded in grants and
distributions across our 42 affiliates. That includes a highwater mark for scholarships, with about $600,000 awarded
to 478 students. While the challenging economy continued
throughout the year, our donors made $23.4 million in gifts. Those include a record
231 new funds.
We also underwent a major transition in our leadership. I want to take one more
opportunity to thank Gary Funk for his seven years of service as the President of the
Community Foundation of the Ozarks. He instilled in us a passion and a vision that
not only tripled our growth during his tenure, but set our compass to lead our region’s
philanthropic sector. He is now advocating for rural Missouri education at the state and
national levels as his work on the Rural Schools Partnership continues.
Gary’s wise approach to succession planning beginning in 2008 brought us Brian Fogle,
an Aurora native and longtime Springfield banker and civic leader who assumed the
President’s role on July 1. I am eager to spend my year as Chairman working with Brian
as he begins making his imprint as the Foundation’s third president.
Our Board has set an ambitious Action Plan, as always. We will finish the Strategic Plan
to guide the CFO beginning in FY12. Our goal is to envision the CFO in terms of doubling
its current size.
This thread of planning for the future ties together several of our other goals. We will
consider implementation of a third-tier investment fund of less volatile fixed-income
investments, which should be a good tool to help our agency partners grow alongside us.
We have revived the Funder’s Forum to give major grantmakers more insight into how
Springfield-Greene County’s philanthropic resources can best be applied and leveraged
for high-priority community needs. Our new Giving Circles already are capturing the
imaginations of groups who want to support their common interests through a very
accessible fund structure.
My own goals for my term as the CFO’s first regional chairman dovetail with two other
action plan items. I intend to focus on building our Legacy Society because these planned
gifts are the best way to sustain our long-term foothold in building stronger communities.
And after an outstanding first year for the Rural Schools Partnership, I also am eager to
participate in our board’s stated goal of developing a Rural Schools Leadership Academy.
For too long our regional communities have suffered from an inability to retain key
talented youth. These communities simply cannot flourish without developing and training
their future community leaders from within their own youth. Through our commitment to
place-based education, we intend to create development and training opportunities for
the many talented young people in our rural schools. Through these efforts, we hope to
energize these rural communities, as well as the students themselves.
This agenda is both ambitious and achievable thanks to you. Together with our donors, our
many board, committee, and affiliate volunteers, our partners, and our staff, we are moving
into the next decade in a strong position to serve, lead, and better the places we call home.
David Pointer, Chairman
Review of 2010 Action Plan
1. Plan for Strategic Plan: CFO will construct
a framework for comprehensive strategic
planning during FY11.
The new strategic planning process began
with a session at the annual Affiliates
Conference on April 1.
2. Legacy Society/Planned Giving Effort: CFO will
add 25 new members to the Legacy Society.
This goal was exceeded with 29 new
members joining the Legacy Society, thanks
in large part to the success of the Stand Up
for the Arts effort, which encouraged arts
supporters to consider legacy gifts as an Arts
Patronage Sustainability Initiative.
3. Launch Rural Schools Partnership: CFO
will successfully launch the Rural Schools
Partnership and its related programs.
This program had a strong first-year launch
with more than 90 schools now participating
and 18 scholarships awarded to the inaugural
class of the Ozarks Teachers Corps. A full
review of the RSP’s first year is included on
pages 33-36.
4. Tiered Fee Schedule: CFO’s Audit/
Operations Committee will explore and make
recommendations regarding a potential tiered
fee schedule for large funds.
The Committee decided not to make any
substantive changes.
5. Community Focus: CFO will release the
“Community Focus 2009: A Report for
Springfield and Greene County” and
implement corresponding catalyst grant
challenge program.
This biannual report was published in fall
2009 to identify “red flags” and “blue ribbons”
in the Springfield-Greene County area. Six
grantmakers – the CFO, American Dehydrated
Foods, Inc., the Thomas Carlson fund, the
Musgrave Foundation, the Roy W. Slusher
Foundation, and the Turner Family Foundation
– partnered to award $325,000 in challenge
grants to 10 organizations that provide direct
services to meet the identified red flag issues
of access to healthcare, child abuse and
neglect, and hunger and homelessness. This
created a total of $719,000 with the matching
funds exceeding the challenge grant dollars.
6. Reserve Fund Structure: The Community
Foundation of the Ozarks Executive Committee
will study and make recommendations on
reserve fund level and structure.
Reserve funds held by Community
Foundation of the Ozarks will be supplemented
by designating unrestricted bequests to this
pool and by adding carry-over amounts from
the Foundation’s operating budget, when
available. Earnings from unrestricted bequests
will be available for grantmaking purposes,
when not in use for budgetary purposes.
Annual
Report
FY 2010
Committee Members
Fiscal Year 2011
Acceptance/Legal
Committee
Cliff Brown, Chair
Thomas Peebles
John Carnahan, III
Mark L. McQueary
Dwight Rahmeyer
D. Patrick Sweeney
Doug Nickell, legal counsel
Staff: Brian Fogle
Arts Programming
Sustainability Initiative
Tom Russo, Chair
Carey Adams
Sally Baird
Kate Baird
Janice Bennett
Katie Cornwell
Beth Domann
Gloria Galanes
Leah Hamilton Jenkins
Derek Munson
Anjie Nowell
Lil Olive
Steve Olson
Kay Osborne
Michael Owen
Ron Spigelman
Mike Stevens
Staff: Randy Russell
Audit/Operations
Committee
Kevin Ausburn, Chair
Hearld Ambler
Ken Carter
Gary Garwitz
Shari Hoffman
William W. Miller, Jr.
Staff: Susanne Gray
Agency Partners
Endowment Building
Grants Committee
Margie Berry, Chair
Stephanie Brown
Judy Brunner
Jennifer Kennally
Meagan Mitchell
Staff: Julie Leeth
Coover Regional
Grant Committee
Jill Reynolds, Chair
Margie Berry
Sharon Whitehill Gray
Bill Lee
Jeff Seifried
Staff: Julie Leeth
Governance
Tom Prater, Chair
Sally Baird
Ron Neville
David Pointer
Jill Reynolds
Staff: Brian Fogle
Investment
Advisory Board
Mark Nelson, Chair
Tom Carlson
Nadia Cavner
John Cooper
William Darr
Greg DeLong
Bill Hardie
Michael Horrell
William W. Miller, Jr.
Ron Neville
Mary Beth O’Reilly
Jewell Schweitzer
Lori Smith
Doug Thornsberry
Robin Walker
Gary Wortman
Staff: Susanne Gray
Metro Springfield
Grant Committee
Gloria Galanes, Co-Chair
Tom Prater, Co-Chair
David Yaktine
Janie Vestal
Ferba Lofton
Tom DenOuden
Debbie Shantz
Carol Cruise
Staff: Julie Leeth
Mission-Related
Investment Committee
Mark E. Nelson, Chair
Tom Finnie
Jeff Schrag
Bill Lee
David Pointer
Sally Baird
J.W. Gibbs
Doug Nickell, legal counsel
Staff: Brian Fogle
Ozarks Charitable
Real Estate Foundation
David Pointer, Chair
Ruth Martin
Dave Murray
Tom Prater
Keith Roberts
Staff: Brian Fogle,
Bridget Dierks
Regional Committee
Margie Berry, Chair
Lou Thelen Kemp
Bill Lee
Mark Nelson
David Pointer
Bill Putnam
Roger D. “Dusty” Shaw, Jr.
Sandra Thomason
Sharon Whitehill Gray
Staff: Julie Leeth
Rural Schools
Place-Based Grant Committee
Gloria Galanes, Chair
David Brown
Judy Brunner
Jill Reynolds
Gay Lynn Russell
Emmett Sawyer
Staff: Julie Leeth
Scholarship Committee
Mel Saunders, Chair
Hearld Ambler
Carol Pyles
Kathy Sheppard
Rosalyn Thomas
Staff: Judy Billings
5
Five Questions for Brian Fogle
O
n July 1, 2010, Brian Fogle became the CFO’s third president, following in the big
footprints left by Jan Horton and Gary Funk. With a wealth of banking, education,
volunteerism and community development experience in his background, the Aurora
native joined the CFO in September 2008 and began a planned two-year transition to
assure stable leadership at the Foundation.
What elements of your previous experience are you finding most relevant for your
work at the CFO?
Brian Fogle
Education:
Aurora High School;
bachelor’s and master’s degrees
from the University of Mississippi
Experience:
30 years in banking, most
recently at Great Southern Bank,
with an emphasis on community
development;
Vice President at Ozarks Technical
Community College.
Participation:
Chair, Good Community Committee;
board member for St. John’s
Health System, Forest Institute, the
Greene County Regional Health
Commission, The Kitchen, the
Ozarks Regional Community Development Corporation, the Urban
Districts Alliance, and Springfield
Innovation, Inc.;
named the 2010 Springfieldian
by the Springfield Area Chamber
of Commerce.
Family:
Wife, Renee;
children, Andrew, Betsy, and Ellen.
My previous experience in banking has been a great deal of help to me in my new role with
CFO. I had the privilege of spending my last decade specifically in the community development
field within the banking industry. Communities need capital to grow and prosper. With banking, it
was primarily loans and investments. With community foundations, it’s grants and distributions.
Both are very important.
My finance background also has been beneficial during the market turmoil of the last two years.
We have more than $100 million dollars invested in the financial markets, and understanding the
economic and financial ramifications has helped as we’ve worked closely with our Investment
Advisory Board and financial consultant to make the decisions that would best benefit our donors,
non-profits, and communities.
You’ve talked about focusing the CFO’s next strategic plan on what we’ll look like
at double the current size – or roughly a $300 million Foundation. What are some
of your thoughts about what the CFO looks like at that size?
First of all, I think it’s a great testament to the incredible leadership we’ve had over the past several
decades. Our volunteer boards and the staff leadership of Jan Horton and Gary Funk have built an
incredible foundation for us to grow from. In the past 10 years, we’ve more than tripled our size.
So although reaching $300 million in assets sounds on the surface monumental, our history tells
us otherwise. By spending the time now thinking and planning for that growth, we will be better
prepared to respond in a thoughtful and proactive manner. In the coming year, we will look at the
implications of that growth in everything we do - from how we deliver our services, and how we
manage the portfolio, to how we support our affiliates. I think it will be a very healthy exercise that
will help us serve our constituents more effectively.
What are some of the biggest challenges you’ll be facing as you lead the CFO
toward that point?
As in most cases in organizations, I think the success of our organization, our affiliates, and our
agency partners will come down to how well we identify and support quality people. Our strongest
affiliates achieved that strength because of motivated, energetic, and passionate volunteers who
really care about their communities. Our more effective agency partners are that way because
of the quality staff and volunteers who help them achieve their goals. Our own organization has
benefitted from an incredible staff and a committed volunteer board that I would compare to
any non-profit in the region. And of course, we wouldn’t be here without the generous donors
who care to make things better for all. Success and growth all comes down to people, really, and
maintaining our momentum in the coming years is something that I think about often.
Who are some of the people who’ve had the biggest influence on who you are today?
I have truly been blessed by a great many people who have touched and influenced my
life - probably too many to mention. Certainly, it starts with my parents. I cannot imagine having
two more loving and supportive parents growing up, and am still fortunate to have my father
around offering his wisdom and insight after nine decades of life. Throughout my life, I’ve had
outstanding teachers, coaches, bosses, and friends who have mentored and supported me.
Certainly, it was a tremendous benefit for me in this job to have Gary Funk share his experience
and assist me in preparation for this role. In fact, I wouldn’t even be in this seat without Gary’s
foresight and confidence in me. I saw myself as a banker for the rest of my life. Fortunately, Gary
saw something different. I’m forever indebted to him to be sitting in this chair today.
What do you tell someone who has never heard of the CFO about what we do?
In a nutshell, we help communities become better and stronger for everyone. That’s why
our staff shows up every morning, and why our board comes together regularly to help achieve
that mission. There are many more details that help us accomplish that goal, but in essence, that
is why we exist.
Annual
Report
FY 2010
Professional Advisors Council
T
he Professional Advisors Council, comprised of estate planning, financial and investment professionals, assists the Community
Foundation of the Ozarks in emphasizing charitable planned giving, and provides leadership in promoting future charitable gifts
to organizations and communities in southern Missouri. The focus of the Council is to encourage individuals to engage in estate
planning. It is the Community Foundation of the Ozarks’ belief that regular and consistent emphasis on planned charitable giving will
keep vital capital in our communities and create significant future financial support for charitable causes.
David Appleby
Attorney at Law, PC
Ozark
Newt Brill
Brill, Moore & Wagoner
West Plains
James R. Brock
UMB Asset Management
Springfield
Clifford Brown
Carnahan, Evans,
Cantwell & Brown, PC
Springfield
Janet Brown
Brown & Burns, LLC
Poplar Bluff
Julie Brown
Carnahan, Evans,
Cantwell & Brown, PC
Springfield
Jeffery Brummet
Stifel, Nicolaus & Co, Inc.
Rolla
Charles Cantrell
Cantrell & Oberzalek,
Attorneys at Law
Mountain View
Nadia Cavner
BancorpSouth
Springfield
Kevin Checkett
Checkett & Pauly, PC
Carthage
Christena Silvey Coleman
Attorney
West Plains
Ann Conus
BKD, LLP
Springfield
John Courtney
Attorney
Springfield
Greg DeLong
Edward Jones
Springfield
Kerry Douglas
Douglas, Haun & Heidemann PC
Bolivar
Chris Dumm
The Elder Law Center, LLC
Joplin
Frank S. Dunaway III
CLU Compensation
& Benefit Systems
Carthage
Landon Fletcher
First State Bank of Purdy
Cassville
Trenny Garrett
Missouri Trust and
Investment Company
Osage Beach
Gary Garwitz
BKD, LLP
Springfield
Eric Griessel
Wealth Partners, LLC
Springfield
Dan Guy
D & M Accounting Service
Forsyth
Fred Hall
Hall, Ansley, Rodgers & Sweeney
Springfield
Jay Handy
Walnut Capital Management
Springfield
Art Haseltine
Springer & Haseltine Attorneys
Springfield
Mitch Holmes
Edward Jones
Branson
Diane Homan
Central Trust & Investment
Springfield
Jennifer Huckfeldt
Carnahan, Evans,
Cantwell & Brown, PC
Springfield
Rick Jackson
Jackson & Jackson CPAs
Springfield
Kent Kehr
Kehr & Associates
St. Louis
Douglas Lee
Carnahan, Evans,
Cantwell & Brown, PC
Springfield
Brenda Logsdon
The Whitlock Company
Springfield
Mark McQueary
Neale & Newman, LLP
Springfield
Randy Maness
Maness & Miller
Doniphan
Evelyn Mangan
Evelyn Gwin Mangan, PC
Springfield
Mary Lou Martin
Law Office of
Mary Lou Martin, PC
Springfield
James McLeod
Lathrop & Gage, LC
Springfield
Bill Miller
Kirkpatrick Philips & Miller CPAs
Springfield
Patrice Ann Moore
Roberts, McKenzie,
Mangan & Cummings PC
Springfield
R. Mark Morris, CPA
Hlavacek, Morris, McIntyre,
Yates & Danielson, PC
Springfield
Skip Motsenbocker
Signal Point
Asset Management, LLC
Springfield
Dennis Newkirk
Newkirk & Company
Branson
Douglas Nickell
Lathrop & Gage, LC
Springfield
J. Richard Owensby
Neale & Newman, LLP
Springfield
Jami S. Peebles
Central Trust & Investment
Springfield
Thomas D. Peebles, Jr.
Carnahan, Evans,
Cantwell & Brown, PC
Springfield
Bill Perkins
Perkins Law Office, LLC
Thayer
John Piatchek, ChFC, CLU
Piatchek & Associates
Springfield
Mark W. Pickens
Farmers Insurance Group
Springfield
David Pointer
Pointer Law Office
Gainesville
Gary Powell
Husch Blackwell
Springfield Chester “Ed” Pratt
Pratt, Mitchell & Co, CPAs
Salem
Carol Pyles
Central Trust & Investment
Springfield
Dwight Rahmeyer
Trust Company of the Ozarks
Springfield
Dennis Reaves
Reaves Law Office
Stockton
Donald Rogers
Aviva Life
Dadeville
Richard A. Russell
Husch Blackwell
Springfield
Mel Saunders
Wells Fargo Advisors
Springfield
Stan Schmidt
Schmidt Associates, PC
Carthage
Steve Schneider, Jr., CLU, ChFC
New York Life Insurance Company
Springfield
Jerry Sitton
State Farm Insurance
Joplin
Lori Smith
Wells Fargo Advisors
Joplin
Jane Sligar
New York Life
Monett
Dan Stanley
Edward Jones
Joplin
Dianne Stapleton
US Bank Private Banking
and Investments
Springfield
Patrick Sweeney
Hall, Ansley, Rodgers & Sweeney
Springfield
Jim Wheeler
Edward Jones
Monett
Gabrielle White
McKay & White, LLC
Springfield
David Yaktine, CLU, ChFC
Northwestern Mutual
Financial Network
Springfield
7
On a Mission
Investments Create New Assets for Communities and the CFO
T
wo Ozarks communities
will be safer in different
ways thanks to the MissionRelated Investment Initiative
launched to return a “doublebottom line” when the CFO’s
assets are invested directly
into our communities.
Investing in the “doublebottom line” gives the
CFO the ability to make
below-market rate loans to
leverage other resources
or fill financing gaps for
non-profit projects that
also serve a significant
community need. The CFO
Board of Directors in 2009
approved investing up to 2
percent of the CFO’s assets
in mission-related projects.
The Christian County
community of Chadwick
should have better
protection from the spring
2011 tornado season
when an addition to the
school is completed. That
addition will provide a storm
shelter that can house students, faculty and staff, as well as
community residents should bad weather break out during a
sports event or other school activity. The CFO’s $200,000 loan
matches about $600,000 in federal grants.
“We don’t have really enough safe places for our kids
here and when we have the tornado shelter, it’s going to be
really comforting to just give the signal to go to the shelter,”
Chadwick Co-Superintendent Dr. Bill Wheeler said. “I feel
confident we can get every person in the school into the
shelter in less than two minutes.
“These are not just freak occurrences,” added Wheeler, who
serves as co-superintendent with his wife, Tanna, in the district
that won a national Blue Ribbon Award this year. “Research
and statistical data predict that the Chadwick community is
likely to be in the path of a tornado sometime in the future.”
Across the Ozarks in the West Plains area, residents have
improved access to health care following the summer opening
of the new emergency center at the Ozarks Medical Center.
Chadwick Schools’
Co-Superindent
Dr. Bill Wheeler
and Principal Dana
Comstock look forward to the spring
opening of a new
storm shelter and
additional classroom space.
For this project, the CFO made a $1 million loan to
supplement a federal grant and a $3 million capital campaign
by the hospital’s Foundation. This project started as far back
as 2005, but was derailed by the challenging economy and
access to financial markets.
The new emergency center includes 16 new treatment rooms,
equipment improvements, and a new waiting area for anxious
families. Hospital officials estimate the emergency traffic will
increase by about 10 percent through 2011 because patients will
be able to get high-quality emergency health care closer to home.
As an additional component to the MRI initiative, the CFO Board
also established the Cultural Investment Fund, which will offer
below-market loans to Springfield-Greene County arts and cultural
organizations to pay advance costs for performers, exhibits or
artistic rights. These short-term loans would be repaid within 90
days as a revolving loan fund and each participating organization
needs to invest $2,500 to be eligible for the program.
In addition to the MRI projects, here’s an update on two other
ongoing CFO initiatives.
Continued on page 29
Annual
Report
FY 2010
Straus scholar
Yelena Bosovik’s
position as Life
Editor of the Drury
Mirror is one of
three jobs she
holds down while
attending classes.
The Power of Planned Giving
A Centenarian, a Surgeon, and a Businessman
Shared a Vision of Helping Generations to Come
Y
elena Bosovik never met Henry and Lucille Straus.
Yet, they’ve changed her life - in ways she knows already
and in ways still to come as she explores careers and interests to
find her calling.
Yelena is the oldest daughter of Petr and Lidiya Bosovik,
who left Ukraine about 11 years ago to escape persecution as
Christians under Communist rule and create better opportunities
for their kids in the United States. At 19, Yelena is the first in
her family to go to college, while working three jobs and living
at home to help her parents, four sisters and five brothers, the
youngest of whom is not yet 2.
She’s one of the Straus scholars attending Drury University,
thanks to a bequest from Henry J. and Lucille J. Straus,
longtime Springfield residents who owned Straus Draperies
downtown. Preceded in death by his wife, Henry Straus died
in April at 102. His final bequest to the Community Foundation
of the Ozarks will fund even more scholarships designated for
students attending private colleges and universities beginning in
the fall 2011 semester.
“I would tell him how much I appreciate what he’s done,” says
Yelena, a sophomore majoring in marketing and management.
“I have had a lot of great mentors and teachers along the way,
but I’ve had to work for everything. Drury has opened so many
opportunities for me out there.”
Lucille Straus was a Drury graduate who remained an active
alumnus. They decided to designate their gift to Drury and other
private institutions because public institutions are supported
through tax structures.
“They lived a nice full life, but lived frugally and accumulated
some assets and they decided jointly that they wanted their assets
to pass for the benefit of other people, young people in particular,”
says Jim Buchholz, a longtime friend and advisor to the couple
who also has been involved with the CFO for many years. “Henry
also had a particular interest in supporting students who had no
evidence of prejudice. He detested discrimination.”
Henry and Lucille Straus and John Tubaugh didn’t know
each other, either. But they shared a vision of providing better
educations for students in the Ozarks.
Johnny, as he was known, grew up as an only child of
family farmers in Golden City and worked in agribusiness with
companies such as GlaxoSmithKline Pharmaceuticals and
Cover story:
The power
of planned giving
Farmland Industries. Cousin Larry Gordon, of Kansas City,
describes him as an astute businessman with a remarkable
fluency for subjects ranging from economics to animal genetics.
His appetites included raucous jokes, Mizzou football, juicy
steaks, and Drew’s Frozen Custard.
“John knew economic struggle and often related the sacrifices
they had all made to keep the farm through both good and bad
economic times,” Gordon wrote about his cousin. “Later in life,
John was exceedingly proud of the fact that while most of the
farms surrounding the Tubaugh’s had been lost to big corporate
investors, his parents had managed to hold on. And because
their struggle had been so lengthy and resolute, John could not
part with any of it.”
When John died earlier this year, then, it took many people by
surprise to learn he had bequested the proceeds from the sale
of his family’s farm to the Community Foundation to provide
scholarships for students at the four high schools in Dade
County in conjunction with the DACO and Lockwood affiliate
foundations there.
“He believed in education - he got a master’s degree,” Gordon
says. “And he knew the situation with farming. Just a few are
going to make money because they own the land. He knows the
future for any of these kids is that they get an education.”
These examples of planned gifts create the foundation of the
Community Foundation. As endowed gifts, they also leave the
permanent imprint of their donors on the causes that matter
so much to them because the gift’s principal, or “corpus,”
generates growth in its assets that can be distributed year
after year.
Just in the past year, 11 bequests established over time have
created some $10 million in gifts that, together with the region’s
human capital, will build better minds and stronger communities
for many generations.
“What I find remarkable about these gifts is the incredible
potential they create,” CFO President Brian Fogle said. “What
potential in a young person might be unlocked by these
scholarship dollars that might never be realized otherwise?
Ideas for Planned Gifts
Making a planned gift is not just for the wealthy and doesn’t
have to be complex. It’s also possible to receive both tax
benefits and personal satisfaction while receiving income off
of the assets of certain types of gifts.
Here are some common examples of planned gifts:
Include a charity in your will.
Designate a real asset, such as a vehicle, boat, checking/
savings account, savings bonds, etc.
Name a charity as a life insurance beneficiary or
transfer ownership of a policy.
Name a charity as a beneficiary on an IRA.
Give real estate outright or upon your death.
Receive lifetime income with a charitable gift annuity.
Work with a financial planner to create a formal trust
tailored to your goals.
For more information about planned gifts, contact Winter
Skelton, (417) 864-6199, or [email protected].
9
Which one of
these students
might find a cure
or change society
in some other
meaningful way.”
“We are facing
the largest
intergenerational
transfer of wealth
in history in the
coming years,”
Fogle says. “We
hope people
will consider
charitable gifts
that will help us
Henry and Lucille Straus
keep local assets in
our local communities.”
These planned gifts include many more examples in addition
to scholarships.
Carthage surgeon Dr. W. Russell Smith and his wife, Betty,
established a family foundation that has provided more than
$1 million in gifts to their church, historic preservation, and
organizations serving women and children, veterans, young
people and animals.
Upon Dr. Smith’s death in July, the couple’s legacy gift
through the Community Foundation of Southwest Missouri,
which includes their beautiful home in Carthage, will
continue to benefit the townspeople they considered part of
their extended family.
“Others may be skeptical about participating in programs
like this, but we hope people will see what our father has
done, and take action as he did,” says their son, Steve Smith.
Larry Gordon joins Smith in hoping that the bequests left
by their family members will spur others to add to those gifts
or consider their own.
“It would be awful nice if this thing could continue on
and we could keep recruiting money for it,” Gordon said of
John Tubaugh’s Dade County scholarship fund. “The thing I
think he would like best is if this thing worked into more of a
movement. I really like the way the community has jumped
behind this.”
Yelena Bosovik appreciates that sentiment.
Given such a boost for her education, she is fully aware
of the example she sets for others, especially her younger
brothers and sisters whom she is helping work through
scholarship applications, job applications, school projects,
and homework.
Her father gave up lucrative work re-building Chernobyl
after the worst nuclear power plant accident in history to
move his family to Portland, Ore., and later follow others
in their extended circle to Springfield. She worked with her
parents for months on the test that earned them their U.S.
citizenship last year.
“I think I’ve always been at a different maturity level,” she
says. “My family is my support system. They want all of us
to go to college and get good jobs and have our own families
and they made that sacrifice for us.”
Annual
Report
FY 2010
Legacy Society
P
lanned giving is one of the primary ways the Community Foundation works to keep local assets in our region to strengthen
our communities, support grantmaking programs, and foster agency sustainability. The Legacy Society, which marked its
20th anniversary in 2010, was created to recognize and thank donors for their charitable planned-giving commitments to the
Community Foundation of the Ozarks and its affiliates. This list reflects Legacy Society members through June 30, 2010.
Mrs. Oscar Acton*
Jim & Janet Anderson
Anonymous
Nancy Aton
Paul O. Barker
Dan C. Beckner and Zoann Beckner
Dr.* & Mrs. Don Beisner
Joyce Blades
Charlotte Bostwick*
Dr. & Mrs. William V. Brell
John* & Barbara Brockschmidt
Bart Brown & Doug Hutchcraft
Julie T. Brown
Mary E. Brunner
Mr.* & Mrs. Jerome A. Caplan
Thomas J. Carlson
Robert & Margaret Carolla
- Robert L. Carolla and Margaret
Bess Carolla Charitable
Remainder Trust
Ken Carter
Alys Clevenger*
Mr. & Mrs. Ashley E. Coats
James Leon & Dorothy Combs
Harry Cooper
John Cooper
Mr. & Mrs. John Courtney
Mr. and Mrs. Cribbs*
Mel & Berta* Davis
Anne Drummond*
Charles T. Dulin
Harry and Betty Ebe
Elwyn and Blanche Edge*
William C. & Dorothy L. Evers
Fern Freese*
Norene Fronabarger
Gloria J. Galanes
JW and Kirsten Gibbs
Gene Grady*
Harry Graham
Stephen and Susanne Gray
Dr. Kathleen Griesemer
Mr. and Mrs. Kenneth Gunter
Chet* & Vera Hardin
Walter and Melissa Heinle
Susie Henry
Ray & Kay Hilton*
Sally L. Hubbard
Mr. & Mrs. Larry Humphrey
Dr. James E. Jameson
Dr. Charles & Connie Jobe
Carol Jones
Mimi Kauffman
Dr. & Mrs. Houston C. Ker
Betty H. King
Paul & Charlene Koch
Rev. (Dr.) Dorsey E. Levell
Mrs. Emil Lorz
Mr. & Mrs. Robbie Low
Harold H. Lurie, M.D.
Jack Willard Magness
E. A. Martin, Jr.*
Mr. & Mrs. Don Martin, Sr.
Mr. & Mrs. John W. Martin
Mr. & Mrs. Roy D. Mitchell
Lahna Mueller
Lawrence P. Mueller
Mr. & Mrs. Max Murphy
Mark & Lori Nelson
Ron A. Neville
Doug & Rae Nickell
David & Lisa Officer
Ronald A. & Karen E. Ollis
Charlie & Mary Beth O’Reilly
Dr. Nancy D. O’Reilly
Todd & Betty Parnell
Tom & Jami Peebles
Dr.* & Mrs. Burl Z. Pfander
Mr.* & Mrs. G. Clair Plank
Mr. & Mrs. Arl W. Poindexter, Jr.
Ronald Ponds
B. G. & Marie C. Prater
Tom & Kimberley Prater
Louise Randolph
Mr. & Mrs. Herschel Reed
Paul & Carol Reinert
Jill & Brad Reynolds
Mr. & Mrs. Edwin C. Rice, Jr.
Mr. & Mrs. Arlie Rogers
Ida Rolf*
Elizabeth A. Schatz
Steve Schneider Jr.
Stephen and Helen Sedora*
Mary Ann Sharp
Neil & Beverly Stenger
Geneva Stuetzer*
Harold & Helen Stoneman*
Henry Straus*
Dr. William & Maura Taylor
Doug Thornsberry
David & Jeanne Toombs
Kathleen A. Travers
James Earl & Candace M. Trogolo
Mrs. Bryan M. Van Hook
Wanda L. Van Ness & Velma Meals
Mr. & Mrs. Eugene L. Waight
Pat Walker
Mr. Jerry Watley
Ella Wetherel*
William T. White*
Mr. & Mrs. Melvin Wilkins
Glen Widsom*
Betty Young
Tab and Cynthia Zuch
Stand Up for the Arts
Rob Baird & Sally A. Baird
David & Susan Belcher
Roseann Bentley
William Brandon Bowman
Katie Cornwell
Beth Domann
Vickie Giesen
Gloria J. Galanes
Jan Horton
Leah Hamilton Jenkins
Morey Mechlin
Derek R. Munson
Jane Munson-Berg
Randy Russell
Dr. Thomas and Mrs. Debra Russo
Ron Spigelman-Springfield Symphony
Rosalie O’Reilly Wooten
Aurora Area Community Foundation
Brian & Reneé Fogle
Bolivar Area Community Foundation
Price Baker Walden
James A. York
Community Foundation of
Southwest Missouri, Inc.
Kevin & Sandi Checkett
Robert & Rebecca Copeland
Michelle Ducre
Frank S. Dunaway, III
Virginia Esterly*
Ed & Tonya Freund Trust
Kenneth Johnson
Samuel R. Morrow, Jr.*
Mr. & Mrs. William C. Putnam
Ruth I. Rubison
Marty & Lori Smith
Dr.* and Mrs.* W. Russell Smith
Finley River Community Foundation
Elise Crain
John Nixon
Dale & Rachel Robertson
Houston Community Foundation
Bridget & Andy Dierks
Marshfield Area Community Foundation
Nicholas W. Inman
Monett Area Community Foundation
Gloria June Curbow*
Mark Nelson
Mt. Vernon Area
Community Foundation
John L. Hayes &
Susanne M. Sickles
Winter Skelton
Nixa Community Foundation
Mr. and Mrs. Jess Graham*
Sharon Whitehill Gray
Jane Kennon
Betty Ann Rogers*
Mark Sellenriek
Ozark County
Community Foundation
Margo Murray
David & Michelle Pointer
Republic Community Foundation
John L. Hayes &
Susanne M. Sickles
Jane Gray Smith
Greater Seymour Area Foundation
Anonymous
Ron Giedd
Stockton Community Foundation
Gary & Jana Funk
Table Rock Lake
Community Foundation
Nita Jane Ayres
John & Connie Johnson
Jack & Sherry Herschend
Julie A. Leeth
Taney County
Community Foundation
Iva M. Awberry*
James & Margie King Berry
William & Sylvia Cornette
LaVaughn M. Fuqua-Mathiesen
Doug & Gina Jordan
Valle Schools, Ste. Genevieve, Mo.
Mildred & Leona Hoffman
Truman Lake Community Foundation
Berry & Judy Beebe
John* & Betty Brecht
J.C. Smith
Mr. & Mrs. Douglas Thomason
Robert Wheeler
Community Foundation
of West Plains, Inc.
Richard & Carol Silvey
*deceased
11
Legacy Funds
T
he following funds were established by bequest to the Community Foundation of the Ozarks or one of its affiliates:
Dorothy Ruth Acton Charitable Fund
Carol Blackburn Charitable Fund
Carol Blackburn Charitable Fund #2
John L. Bostwick Fund
John and Barbara Brooks Fund
Jessie J. Burroway Charitable Fund
Camp Arrowhead Staff Scholarship Fund
Marie Carlisle Fund
Alys L. Clevenger Fund
Collins Family Fund
Richard Cribbs Endowment Fund
Pete Davis Family Fund
Roberta Bartley Olive Decatur Fund
Helen M. Delano Fund
Anne Case Drummond Endowment Fund
Austin Dunham, Noel Keller and Earl Benfield Fund
Elwyn and Blanche Edge Fund
William H. Epperson Charitable Fund
William E. Eslick Fund
Linwood M. Faraday and Helen M. Faraday Fund
C.V. Freese and Fern K. Freese Memorial Charitable Fund
C.V. Freese and Fern K. Freese Memorial Charitable Fund #2
Agnes Grady Fund
James and Ethel E. Grigg Christmas Fund
The Ethel T. Grigg Memorial Fund
Gravelle and Harris Scholarship Fund
Thomas Halbert Scholarship Fund
Warren S. and Mary Ina Hampton Fund
Mary Hendrix Fund
Ira and Matilda Hentschel Fund
Marion Bissett Hoblit Scholarship Fund
Julia A. Hood Fund
Hutchens Family Fund
Harry S. Jewell, Charles McGregor and
John McGregor Memorial Endowment Fund
William Karchmer Administrative Endowment
Ray D. Kelly and Leona C. Kelly Fund
The J. Laurence Lee Memorial Fund
The Captain Andrew W. Long, Jr. Scholarship Fund
Marie Rosalie Maser and John Maser Memorial Fund
Edward A. and Mildred T. Martz and Louise A. Timmer Fund
William N. Maughs Fund
Esther Sands McGuire Fund
Musgrave Fund
AEola O’Harn Fund
Hazel and Christine Pauly Fund
Pugsley Administrative Endowment
Dorothy Burgin Quigley Fund
Mary R. Rigney General Endowment Fund
Ida Rolf Fund
Jessie M. Ross Fund
Nell Sewell Charitable Fund
Edith M. Short Fund
A. P. and Faye Stone Fund
A. P. Stone, Jr. Administrative Endowment
Harold and Helen Stoneman Drury Scholarship Fund
Edward and Geneva Stuetzer Fund
The Kirby Taylor Fund
Jane Ullman Fund
Chesley and Flora Lea Wallis Scholarship Fund
Ella E. Wetherel Charitable Fund
William T. White Springfield Symphony Fund
Glen W. Wisdom Scholarship and Award Fund
Jean Cossey Woodruff Performing Arts Fund
Jean Cossey Woodruff Fund
William J. and Jessie Lee Woody Trust for the Humane Care of Animals
The H. Garrett and Marion M. Wright Fund
Cassville Community Foundation
Olin J. Brattin Scholarship Fund
Dent County Community Foundation
Craig Family Donor Advised Fund
Eldon Community Foundation
Dr. Fred Enloe Dental Scholarship Fund
Marshfield Area Community Foundation
Retha Stone Baker & William G. Baker Children’s Dental Care Fund
Retha Stone Baker & William G. Baker
Webster County Historical Society Fund
Monett Community Foundation
John C. Bounous Fund
Tom & Mary Del Clark Memorial Fund
Gloria June Curbow Charitable Remainder Trust
Mt. Vernon Area Community Foundation
Olivia, Betty and J.R. Moody Fund
Mountain Grove Area Community Foundation
Wayde C. and Marie Carlisle Memorial Scholarship Fund
The Barker Shannon Scholarship Fund
Nixa Community Foundation
Jess J. Graham Fund
Austin and Leona Dunham Fund
Greater Seymour Area Community Foundation
Ruby Knutson and Esther Miles Fund
Community Foundation of Southwest Missouri, Inc.
ALS (Amytrophic Lateral Sclerosis) Organization Fund
Carthage Historic Preservation Fund
Guthrie Gilmore Fund
The Henrietta Hedge Memorial Fund
The Hough Fund
Missouri Botanical Garden Fund
Dorthadean Moorman Memorial Fund
Southwest Baptist University Endowment Fund
John and Nancy Williams Life Estate Fund
Table Rock Lake Community Foundation
Charlotte Bostwick Endowment Fund
Taney County Community Foundation
J. Kenneth and Iva M. Awberry Scholarship Fund
Carol Blackburn Branson High School Scholarship Fund
Tri-Lakes Community Hospice Fund
Herb and Maxine Trimble Scholarship Fund
Charles and Helen Winston Scholarship Fund
Truman Lake Community Foundation
John & Betty Brecht Endowment Fund
for the United Methodist Church, Clinton
John & Betty Brecht Endowment Fund
for Clinton Arts Council
Robert W. Kelsay Scholarship Fund
Wrigley Fund
Annual
Report
FY 2010
Humanitarian Honors Ozarks Brothers
Shaws Recognized for Commitments to
Education, Healthcare and Social Services
T
he 20th annual Humanitarian of the Year Award
went to two deserving brothers – Roger D.
“Dusty” Shaw, Jr., and William Shaw – for their many
contributions to Howell, Shannon and Oregon counties in
south-central Missouri.
The Shaws, owners of the Eleven Point Ranch founded
by their parents in the 1930s in Thomasville, Mo., were
honored for their vision and dedication in transforming a
once-abandoned school in Thomasville into a community
center that now houses the public library, a museum,
and much-needed community meeting space.
Dusty Shaw also has been invaluable to the
Thomasville Volunteer Fire Department, both as a strong
supporter and volunteer firefighter. William Shaw’s
interests are equally broad, with work in the areas of
health and social service, including serving on the board
of Christos House, a safe house for abused women in
the area.
The Humanitarian of the Year award was established by
long-time Community Foundation of the Ozarks supporter
Jewell Thompson Schweitzer to honor individuals in our
community and region who place service to others as the
primary motivating force in their lives.
Her stated intent when she established the fund to
support the program was to “honor someone in our
community who has, at great personal sacrifice, extended
services, time and resources towards helping others, and
to recognize the cause and work of such individuals.”
As a result of her foresight and generosity, the fund
provides a cash award of $3,000, available to the
Humanitarian of the Year recipient and charities of the
individual’s choice. The honoree is selected by a review
The lockers behind Roger D. “Dusty” Shaw are reminders of the old schoolhouse he
panel led by the
and his brother, William, restored as the Thomasville Community Center. For those efforts
and many more, the Shaw brothers received the 2009 Humanitarian of the Year award. Chair-Elect of the
Springfield Area
Chamber of Commerce. The 2009 award was presented at a Dec. 8, 2009 luncheon,
which William Shaw was not able to attend.
Nominator Brenda Ledgerwood, president of the Alton Public School Foundation, said
of the Shaws: “They know that rural community survival depends on commitment to not
only the preservation of the physical community itself, but also to the health, education
and welfare of its citizens.”
The Shaws also were cited for their recognition that quality educational resources
help stimulate economic growth for the region. They established two scholarships
in their parents’ names at Missouri State University-West Plains, with 22 students
currently receiving support. They also support the Mountain View campus of Southwest Baptist University and the Alton Public
School Foundation, Dusty Shaw chairs the Ozarks Medical Center Foundation Board of Directors in West Plains and serves on
the Executive Committee for the Community Foundation of the Ozarks. The Shaws directed their monetary award to the OMC
Foundation for its capital campaign effort for the hospital’s new emergency center.
“Their contributions to healthcare, education and conservation have advanced the quality of life for our area residents,” said
MSU-West Plains Chancellor Drew Bennett.
The Shaws were
honored for their
vision and dedication
in transforming a
once-abandoned
school into a
community center.
13
Sustaining Membership
T
he Community Foundation’s Sustaining Members directly support the operations of the CFO. Our ability to serve communities,
donors and public service organizations of our region is enhanced by these tax-deductible contributions. We thank those who
have made these gifts this year.
$5,000 and up - Leadership
The Whitlock Company, LLP
The Commerce Trust Company - Louis L. &
Julia Dorothy Coover Charitable Foundation
$2,500 to $4,999 - Benefactor
Mr. Gary Lipscomb
$1,000 to $2,499 - Sustainer
Associated Electric Cooperative, Inc.
Bill & Virginia Darr
Bill W. Miller, CPA
Charlie & Mary Beth O’Reilly Family Foundation
David Zamierowski
Doug Thornsberry
Dr. Tom Prater
Gary & Norma Wortman
James Leon Combs
Lezah & Ron Stenger
Linda S. & Jerry G. Jared
Mills Family Fund
Virginia C. Bussey
William C. Putnam, Jr.
$500 to $999 - Friend
Charlie & Melissa Mace
David & Anne Smid
David & Jeanne Toombs
Dr. Gloria Galanes & Noah Karrasch
Dr. Nancy O’Reilly
Gary & Jana Funk
Jennifer C. Kennally
Jim & Margie Berry
Joan & Jim Moseley
John & Mary Joslyn
John P. Ferguson M.D.
Mark & Lori Nelson
Miscellaneous
Mrs. Dallas Anthony
Roger D. Shaw, Jr.
Ron & Gwen Ponds
Scott & Dot Atkinson
SMC Packaging Group/Kevin Ausburn
Susan & Steve Armstrong
Susanne & Stephen Gray
Systematic Saving & Loan
$250 to $499 - Supporter
AL & Phyllis Patterson
Brian & Renee Fogle
C.W. Hocklander
David & Michelle Pointer
Dr. Richard & Faye Loeb
Ed & Barbara Pratt
Gary V. Garwitz
Greg DeLong
Hearld & Marjorie Ambler
Jewell Schweitzer
Jill & Brad Reynolds
Joe Carmichael
John Cooper
John L. Harlin
Joyce & Wallace Munden
Judy Beisner
Julie & Bruce Leeth
Ken & Pat Carter
Lillian Delo Carter
Lost and Found, Inc.
Lynn & Jeff Tynes
Marion M. Wright
Mike & Carol Williamson
Pat Walker
Paul & Carol Reinert
Raeanne Presley
Ron & Sue Carrol Terry
Springfield First Community Bank
State Farm - Mark Clippard Insurance Agency, Inc
Sue & Joe Webb
The Nifty Sixty Family and Community Fund
Tom Carlson
$100 to $249 - Contributor
Betty King
Bill & Jenelle Buxton
Bill & Marie Prater
Billy E. & Carolin J. Hixon
Carol & Richard Silvey
Cathryn Coller
Dan & Zoann Beckner
David & Gloria Roling
Doug & Linda Wisdom
Douglas R. Nickell
Dr. Arthur Mallory
Dr. William & Maura Taylor
Elizabeth A. Hutcherson
Elwin D. McCurry
Evelyn Mangan
Farmers Insurance Group
Friends of the Zoo
GYN Cancers Alliance
Hal Lurie, M.D.
J. Richard Owensby
Jack & Fran Hood
James & Marilyn Buchholz
Jan Horton
Jerry E. Clark
Jim & Janet Anderson
Jim Bailey
Joe & Marilyn Post
Joe Richardson
John Cowherd
Jon & Suellen Roberts
Joseph & Silvia Sheppard
Judy & Bob Pratt
Junior League of Springfield
Leigh Hall
Lou Thelen Kemp
Louise & Kelly Knauer
Marian M. Pfeiffer
Mark McQueary
Mark Ringenberg
Mary Lou Martin
McDonald’s of Seymour
Randy Russell
Robert E. Roundtree
Robert S. Wheeler
Roy and Lola Nelson Charitable Fund
Sally & Rob Baird
Samuel O. King
Scott Burks
Susie Henry
Suzanne Grammer
Tac Caplan
Ted A. Smith
Tink & Jan Woolsey
Todd A. Parnell
Truman Lake Community Foundation
William & Virginia Hardie
Up to $50 - Steward
Assumption Abbey Bakery
Barbara Cook Hall
Betty Jane Turner
Bill Compere
Brianne & Andrew McCormick
Bridget K. & Andy Dierks
Don & Caryl Chaney
Dr. John Mihalevich
Eric & Elizabeth Farris
Harold Bengsch
James & Carol Elsenraat
James & Judith Billings
Jean Duvall Watson
Jeff & Leah Jenkins
Jim & Eve Payne
Jodie Adams
John & Vera Hubbard
John E. Moore, Jr.
Kristi Kenney
Lucille Blinn
Mary Jane & Larry Grinstead
Mary Jo Griffith & Chad Williams
Mel Saunders
Michael M. Cunniff
Nancy J. Aton
Natalie Wehrman
Neal & Laura DeShazo
Pat Funk
Robert & Peg Carolla
Ronnie Miller
Stanley K. Coggin
Steve & Ernestine Mueller
Steve & Ginny Norman
Susan Lemmon
Tad & Juli Moseley
Tom Finnie
Winter Skelton
Annual
Report
FY 2010
Arts
Take
Flight
Events and
Education Efforts
Backed by
Supporters Who
Stand Up for Arts
A
The Springfield Ballet was one of many groups to perform at the Springfield-Branson National Airport “Flights of Fancy”
event, which will be part of the “10 Weeks Festival” again in 2011.
rtists performing in an airport might sound like an
unlikely collaboration. But this year’s “10 Weeks
Festival” included a first-time event featuring just such a
partnership between the Arts Programming Sustainability
Initiative and the Springfield-Branson National Airport.
“Flights of Fancy” helped increase proceeds for the “10
Weeks” events to $11,373, which is being used to establish
an arts education endowment. The funds will benefit both the
arts and the “Care to Learn” program, which meets health,
hunger and hygiene needs for children in Springfield Schools.
“The partnership between the arts community and ‘Care
to Learn’ will strengthen our community not only by serving
those in need, but by allowing a new generation to explore
their potential through the arts,” Care to Learn founder Doug
Pitt said.
More than 250 people attended the event, which was the
brainchild of Airport staff and board members to celebrate
the new facility’s one-year anniversary in May. Springfield’s
visual and performing arts groups were well-represented
during the evening’s entertainment and Drury University
unveiled its new Sky Gallery for rotating visual arts exhibitions
throughout the year.
The “10 Weeks Festival” was just one component of a busy
year for APSI, which was formed to develop sustainable arts
operating funds so Springfield’s arts agencies can concentrate
on creating high-quality arts programming for our region.
The APSI Panel is comprised of 15 members representing
artistic directors from each art agency in Springfield’s Cultural
Plan, leadership from Missouri State, Drury and Evangel
universities, business owners who focus on commercial
aspects of the arts, and longtime community patrons.
That long-term sustainability will benefit in the years ahead
from the planned gifts designated for the arts through the
The 2011 “10 Weeks Festival” schedule will be
available in March. For more information, visit
www.the10weeks.com.
CFO’s Legacy Society. Over the past fiscal year, 19 arts
supporters made Legacy gifts through the Stand Up for the
Arts initiative to encourage planned giving.
APSI’s Education Priorities
Education remains a major focus of the APSI Panel for both
Springfield and the region. An ongoing collaboration between
the CFO and the Missouri Arts Council, initiated by former CFO
Board Chair Sally Baird, brought the “Arts in Communities”
program to Eldon, Houston, Mountain Grove and Willard,
where residents experienced both performing and visual arts
programs offered by the Mid-America Arts Alliance.
This program includes a focus on innovative teaching
strategies with each of the participating communities connecting
to local school efforts to offer quality art education. In Willard,
high school students wrote and performed an original play with
Colleen Mallette, who served as the project’s visiting artist.
“Many people in our community have not attended
professional performances,” said Danette Proctor, President
of the Willard Children’s Charitable Foundation Board. “This
event gave our community the opportunity to see wonderful
shows, talented students in action, and a professional
traveling performing artist!”
Arts education for Springfield children received a huge boost
as well, when the John F. Kennedy Center for the Performing
Arts chose Springfield as the second partner for its “Any Given
Child” program, which is designed to create a long-range arts
education plan for K-8 students.
Continued on page 29
15
CFO Welcomes Record Number of New Funds
T
he following funds were established with the Community Foundation of the Ozarks to benefit communities across southern
Missouri during the 2010 fiscal year ending June 30. Funds established before July 1, 2009 are listed in the previously established funds section beginning on page 18. Funds established with the CFO’s regional affiliate foundations during the 2010 fiscal
year are included in the Affiliate Section beginning on page 37, along with funds previously established with the affiliates.
CORPORATE GRANTMAKING:
Askinosie Chocolate University Fund – Established
by Shawn and Lawren Askinosie to support the
charitable goals of Askinosie Chocolate. DESIGNATED:
Askinosie Cocoa Honors Fund – Established by
Shawn and Lawren Askinosie to support the Cocoa
Honors program for Drury University Students in Free Enterprise and
other charitable organizations that serve the mission of the Cocoa
Honors program. Billy Coyle Leadership Fund – Established by Bill Coyle to provide a
student leadership award to the Conway School District for a student
demonstrating traits and qualities of a leader or having been involved in
laboratory opportunities for leadership with preference given to students
pursuing science teaching, or science, or law enforcement.
Milne Family Fund – Established by Dr. Jay and Susan Milne to assist
with their personal charitable giving. Their sons, Mark and Andrew,
serve as successor advisors.
The Daily Events Fund – Established by Jeff Schrag of The Daily
Events to help streamline his giving.
AGENCY PARTNERS:
Community Development:
Community Partnership of the
Ozarks Capacity Building Fund –
Established by the Community
Partnership of
the Ozarks. Friends of the Garden Growth and
Maintenance Fund –
Established to support the growth
and maintenance of the gardens. Faded Innocence Fund – Established to provide transitional housing
and job training opportunities to victims of domestic violence.
University Extension - Shannon County Leadership Development Fund –
Established to support a leadership program in this area. Fallen Soldier – The Ozarks Technical Community College Foundation
will distribute funds to support tuition, fees and books for spouses
and dependents of soldiers killed while serving on active duty in Iraq
or Afghanistan. The Queen City Civic Fund – Established by Mayor Jim O’Neal to disburse
his mayoral stipend to benefit the City of Springfield. Education:
Bettering Eminence Schools for Tomorrow Fund – Established to
distribute back to the school district.
Chadwick School Foundation Fund – Established to support the
Chadwick R-1 School District. Fair Grove Foundation Granting Dreams Fund –
Established to support academic programs and
projects in the Fair Grove School District. This fund is
part of the Cooper Phase II Challenge. Logan-Rogersville Educational Foundation:
Carolyn A. Penner
Carolyn A. Penner Charitable Fund – Established to support the
Ozarks Family Y, Inc., which has branches in Cabool, Mountain Grove,
Seymour and Willow Springs.
Rogersville Youth Gardening Project Fund –
Established to support a youth-gardening project
in Rogersville as part of the Roots for Route 60
gardening project. DONOR ADVISED:
Judith A. Beisner Donor Advised Fund – Established to simplify their giving.
Donald H. Beisner Donor Advised Fund – Established to simplify their giving.
Friends of L-R Swimming Fund –
Established to support the swimming program
at Logan-Rogersville School District.
Logan Rogersville – Portrait Display Fund –
Established to support fundraising efforts for a portrait display.
LREF School and Community Involvement Scholarship – Established to
support post-graduate education of Logan-Rogersville students. This
fund is part of the Cooper Phase II Challenge. Seymour Bank Business Endowment Fund – Established to support
the Logan-Rogersville School District. Why Wait Vision Committee Fund – Established to support
fundraising efforts for the Why Wait Vision Committee. Excellence in Reading Instruction Fund – Established by the Valle Schools
Foundation, Inc., to support reading instruction in Valle schools. Annual
Report
FY 2010
New Funds
established
continued
Trustees Scholarship Fund – The
OTC Foundation established this
to fund scholarships.
Foundation for Springfield Public Schools:
IB Diploma Program Scholarship Fund – This
provides international baccalaureate-qualified
students funding to assist with testing required
for the program.
Haley Stevens Memorial Scholarship Endowment – Established in
memory of Central High School student Haley Stevens to assist and
motivate students to continue their educations.
Haley Stevens Memorial Scholarship Annual – Same as above.
Steve Smay Endowed Scholarship Fund - Established in memory of
Steve Smay, to assist and motivate students to pursue an education
in science.
Steve Smay Annual Scholarship Fund – Same as above.
The Stephen & Linda Brite Visual Arts Endowed Fund – Provides
assistance for visual and performing fine arts needs.
Brite Paganini Perfromance Arts Annual Fund – Same as above.
Paganini Brite Wings Annual Fund – Provides educational
opportunities for gifted children.
John Alford Memorial Math Scholarship for Central High School –
Established in memory of former Central High School teacher John
Alford to assist and motivate students pursuing an education in math.
Environment & Animals:
Greater Ozarks Audubon Society Endowment Fund –
Established to assist with the organization’s long-term goals,
initially for the Stewardship Ozarks Initiative Phase III endowmentbuilding challenge. Health:
Bothwell Regional Health Center Foundation:
Bothwell Regional Health Center Foundation Operational Fund –
Established to help support the foundation.
Cancer and Cardiovascular Campaign Fund – The Bothwell
Regional Health Center Foundation will distribute back to the
Bothwell Foundation.
Cayme Callis Gaspard Fund – The Bothwell Regional Health
Center Foundation established this fund to distribute back to
the Bothwell Foundation.
Pat Gaunt Nursing Education Fund – The Bothwell Regional Health
Center Foundation established this fund to distribute back to the
Bothwell Foundation.
Medical/Clinical Education Fund –
The Bothwell Regional Health Center
Foundation established this fund
to distribute back to the
Bothwell Foundation.
Breast Cancer Foundation CRG Fund –
Established as part of the 2009
Community Response Challenge
Grant opportunity.
Ozarks Medical Center Capacity Building Fund – Established to
support OMC’s short-term needs. Ronald McDonald House CRG Fund –
Established as part of the 2009
Community Response Challenge
Grant opportunity.
Springfield-Greene County Regional Health Commission Fund #2 –
Established to support the work of the Springfield-Greene County
Regional Health Commission.
History:
Downtown Heritage Center Campaign Fund – Established to support
the History Museum for Springfield and Greene County’s remodeling
project of the Barth Building in downtown Springfield.
Social Services:
Child Advocacy Center CRG –
Established as part of the
2009 Community Response
Challenge Grant opportunity.
Convoy of Hope Haiti Relief Fund –
Established to support Convoy’s Haiti
relief work. Council of Churches CRG Fund – Established as part of the 2009
Community Response Challenge Grant opportunity.
Family Violence Center CRG Fund – Established as
part of the 2009 Community Response Challenge
Grant opportunity.
Family Violence Center Capacity
Building Fund – Established to support its
projects and programs. Family Violence Center Fund –
Established to support its projects and programs. LifeHouse Capacity
Building Fund – Established to
support its organization. Ozarks Community Journalism Foundation Fund –
Established to support the organization. Ozarks Food Harvest CRG Fund – Established
as part of the 2009 Community Response
Challenge Grant opportunity.
The Kitchen Clinic Fund –
Established to help support the needs
of the Kitchen Clinic. The Kitchen CRG Fund –
Established as part of the
2009 Community Response
Challenge Grant opportunity.
Springfield Workshop Foundation, Inc. Fund –
Established to support the Workshop’s
programs and projects. New Funds
established
continued
17
Norwood Youth Empowerment Fund – Established to support the
Norwood Youth Empowerment Project.
Victim Center CRG Fund – Established as part of the 2009 Community
Response Challenge Grant opportunity.
Youth:
Boys & Girls Town CRG Fund – Established as part
of the 2009 Community Response Challenge
Grant opportunity.
Campaign for the Children’s
Center Fund – Established by
the Children’s Foundation of
Mid-America to support a local
branch of its organization in
Springfield. Isabel’s House CRG Fund –
Established as part of the 2009
Community Response Challenge
Grant opportunity.
FAMILY & COMMUNITY:
Donna Powers Family Fund – Donna Powers established this fund
to support her family’s charitable giving. She and her two children,
Stacia and Bryan, will serve as donor advisors. The Ride for Chance Fund – Steve Fox established this fund to
commemorate his 4,000-mile Harley Davidson bike ride along the
Pony Express route. Phillip W. Steele Memorial Fund – Charlotte E. Steele established this
fund in memory of her husband, Phillip W. Steele, to assist with her
charitable giving. Rich and Teresa Wallace Donor Advised Fund – Established by Rich
and Teresa Wallace to support their charitable giving. Lloyd R. Young Memorial Good Community Fund – Lyn Young
established this fund in memory of her husband, Lloyd R. Young, and
to commemorate his service to the Springfield community. FIELD OF INTEREST:
Billings Youth Empowerment Fund – Established to support the Billings
Youth Empowerment Project.
Malta Bend Youth Empowerment Fund – Established to support the
Malta Bend Youth Empowerment Project.
The Gary Funk Running Jenny Fund for Rural Schools – Established
to honor and commemorate Gary’s service to the Community
Foundation of the Ozarks. Grants from the fund will be used to assist
rural schools and education.
Lending a Hand Cancer Fund – Established by Tiffany Gossett
to support cancer-related needs such as, but not limited to,
screening procedures, transportation, housing services,
education, and support services in the Van Buren area
as determined by the Hope Foundation committee. Springfield City Council Association Community Fund – Established by
the Springfield City Council to support projects to preserve the history
of the City of Springfield and its council members. Rich and Teresa Wallace Benevolence Fund – Established by
Rich and Teresa Wallace to support the emergency needs of
Ozarks residents.
Youth Empowerment Project of Sherwood Fund – Established to
support the Youth Empowerment Project of Sherwood (YEPS) in the
communities of Creighton, Garden City, Urich, and Blairstown.
SCHOLARSHIP:
Calvin L. Allen Minority Scholarship Fund – Linda L. Allen established
this fund in honor of her husband, Calvin L. Allen, for receiving an
honorary doctorate from Missouri State University.
Jacoby Scholarship – Established by the
Johnson County R-7 School District to support
a scholarship to be awarded to a Johnson
County R-7 graduating senior. Bill Keesling Scholarship Fund –
Established by Julie O’Dell and Janie Keesling Vestal Gleghorn in
honor of their father, Bill Keesling, to support a scholarship for a
Marshfield graduating senior. Sullivan Class of 1949 Scholarship Fund – Established to award to a
student of Sullivan High School with a GPA of 3.5 or lower.
UNRESTRICTED:
Gerald Community Foundation Grantmaking Fund – Established to
provide grants to organizations in the Gerald area. Sarcoxie Foundation Community Grantmaking Fund – Established to
provide grants to organizations in the Sarcoxie area. Shannon County Community Grantmaking Fund – Established to
provide grants to organizations in the Shannon County area. Annual
Report
FY 2010
Previously Established Funds
T
he following funds were established with the Community Foundation of the Ozarks before the start of the 2010 fiscal year,
which began on July 1, 2009. A list of funds established during the 2010 fiscal year begins on page 15. Funds established
with CFO’s 42 regional affiliate foundations prior to the 2010 fiscal year are listed in the affiliate section, beginning on page 37.
Administrative Endowment: This type of fund supports the mission of
Community Foundation of the Ozarks.
Administrative Endowment Fund
Administrative Support Fund
Dr. Thomas E. and Mary M. Ashley Administrative Endowment Fund
Rob and Sally Baird Administrative Endowment Fund
Boatmen’s National Bank Administrative Endowment Fund
Peter and Kay Charles Administrative Endowment Fund
Harry Cooper Administrative Endowment Fund
Flavius and Frances Freeman Administrative Endowment Fund
Foster Manufacturing Administrative Endowment Fund
Lewis G. & Harriett Hutchens Administrative Endowment Fund
William Karchmer Administrative Endowment Fund
Linder and Mary Link Administrative Endowment Fund
Meek Administrative Endowment Fund
Pugsley Administrative Endowment Fund
Jewell Thompson Schweitzer Administrative Endowment Fund
Smith-Glynn-Callaway Administrative Endowment Fund
A.P. Stone, Jr. Administrative Endowment Fund
Annuity: A charitable remainder annuity trust or unitrust provides a donor
with lifetime income while making a charitable gift of the remainder at the end
of the donor’s lifetime. A charitable gift annuity provides a donor with lifetime
income while making a current charitable gift.
Robert and Margaret Carolla Fund (Charitable Gift Annuity)
The Ruth E. Carter and Lorraine A. Gjerness Charitable Remainder Unitrust
Larry and Joan Carter Charitable Remainder Unitrust
Raymond and Joyce Carter Charitable Remainder Unitrust
The W. Robert Corley Fund (Charitable Gift Annuity)
Gloria June Curbow Charitable Remainder Trust
Hoffman Charitable Remainder Unitrust
Mimi Kauffman Charitable Trust
Betty H. King Charitable Remainder Trust
RDW Family and Community Fund (Charitable Gift Annuity)
William and Marilyn Wright Donor Advised Fund (Charitable Gift Annuity)
Corporate: These are donor-advised funds that facilitate a company’s
charitable giving goals.
Carnahan, Evans, Cantwell & Brown Corporate Grantmaking Fund
Designated: This type of fund restricts the annual earnings to a specific
charitable entity, providing a permanent source of funds for that agency.
Dorothy Ruth Acton Charitable Fund
Fannie K. Baldwin (Posey) Memorial Garden Fund
Roberta Bartley & Olive Decatur Fund
David O. and Susan B. Belcher Charitable Fund
David and Susan Belcher Young Arts Scholarship
John D. Bentley Fund of the Jordan Valley Community Health Center
The Bethany Fund
Brain Injury Association of Missouri, Inc.
Southwest Missouri Chapter Endowment Fund
Norma L. Bugg Fund for Children
Jessie J. Burroway Charitable Fund
Camp Barnabas Maintenance Endowment Fund
Caplan Autism Resource and Education Fund
Marie Carlisle Fund
Norma A. Carolla Scholarship Fund for Hospice Nurses
Nancy K. Hopkins and John M. Carnahan III Endowment Fund for
Dickerson Park Zoo
Truman Carter Fund
CFO Building Fund
Childhood in Its Landscape Fund
Church Army USA Branson MO Designated Fund
College Quest Foundation
Collins Family Fund
Harry Cooper Memorial Fund #2
Cooper Park Capacity Fund
Cooper Park Endowment Fund
James H. Cosgrove and Patricia A. Cosgrove Fund
Kenneth and Marilyn Crumpley Fund
Jack and Helen Curtis Fund
Iris D. Darnell (Su Estes) Charitable Fund
Pete Davis Family Fund
Austin Dunham, Noel Keller and Earl Benfield Fund
ECHO Project Fund
Elwyn and Blanche Edge Fund
Linwood M. Faraday and the Helen M. Faraday Fund
Founding Director Fund Established in Honor of Jan Horton
C.V. Freese and Fern K. Freese Memorial Charitable Fund
Vera M. Gardner and Grace E. Dean Fund for the Humane Care of Animals
James and Ethel Grigg Christmas Fund
Ethel T. Grigg Memorial Fund
George L. and Alma L. Hall Fund
Sam Farris Hamra Community Center Capacity Building Fund
Ira and Matilda Hentschel Fund #1
Kay Hilton Memorial Fund
Ray and Kay Hilton Fund
Historical Town Center Ash Grove Fund
History Museum of Springfield-Greene County Fund for Exhibits in memory of
Lester E. & Mildred Lee Cox
Julia A. Hood Fund
The Indigent Burial and Funeral Fund
Bingham Johnson Family Foundation Fund
Esther S. Karchmer Memorial Chair (Springfield Symphony)
Keisker Memorial Library Fund
Robert C. and Jeanne Strauss Kramer Camp, Cultural Arts and
Educational Youth Scholarship Fund
John H. and Ruby M. Laurie Charitable Fund
Dotty and Bruce Lemmon Family Fund
Sterling and Delores Macer Fund
E. A. Martin and Mrs. Ida M. Martin Fund
Mac and Helen McCartney Fund
Moore Cemetery Fund
Morrisville Cemetery Preservation Fund #1
Morrisville Cemetery Preservation Fund #2
New Ventures in Philanthropy Capacity Building Fund
George and Winifred Nixon Fund for the Springfield Opera
AEola O’Harn Fund
Ozarks Coin Club Building Fund
Ozarks Carbon Exchange Fund
Palen Music Endowment for the Arts Fund
Parkview Class of 1974 in Memory of Tim O’Brien
Partnership for Sustainability Fund
Jake R. Piatchek Endowment Fund
Dorothy Burgin Quigley Fund
The Mary R. Rigney Designated Fund
Rotary Club of Springfield North – “Making Dreams Real” Fund
Rural Schools Partnership Fund
The Jewell Thompson Schweitzer Humanitarian Award Fund
Susanne M. Sickles and John L. Hayes Fund
Southwest Missouri Humane Society Animal Relief Fund
Southwest Missouri Humane Society, Inc. Designated Fund Established by the
Reverend Carol A. Walker
Southwest Missouri Swimming Advisory Board Fund
Frank and Lillie Steury Endowment Fund
Stewardship Ozarks Capacity Building Fund
A.P. Stone, Jr. and Faye L. Stone Fund
Edward and Geneva Stuetzer Fund
Bryan Yancey Toombs, Bryan Charles Toombs,
Lynne Toombs Datema Memorial Fund
Robert L. Toombs Memorial Fund
William M. “Joe Bill” Turner Memorial Endowment Fund
Kevin Umlauf Foundation Fund
VC+ Fund
The Charles L. Weaver, DDS and Dorothy Weaver Memorial Orthodontic Fund
Welsch Family Prairie Memorial Fund
William T. White Springfield Symphony Fund
William J. and Jessie Lee Woody Trust for the Humane Care of Animals
Previously
established
funds
continued
Donor Advised: These funds allow donor advisors to make charitable grant
recommendations to the Community Foundation of the Ozarks. Donor advisors
may use a wide range of CFO resources in their philanthropic work. These funds
require a minimum of $25,000 and feature an endowment component.
Anonymous Donor-Advised Fund
Ray F. Aton Memorial Fund/Springfield Area Arts Council
Capacity Building Fund
The Thomas H. and Josephine Baird Memorial Fund
Barnett Family Charitable Foundation Fund
Bloomsdale Catholic Foundation
Bonebrake Family Donor Advised Fund
Care to Learn Endowment Fund
Emily Carlile Fund
Robert and Margaret Carolla Fund
Cook Family Donor Advised Fund
The Cooper Foundation Donor Advised Fund
Courtney Family Foundation
Deigratia (By the Grace of God) Donor Advised Fund
William H. Epperson Charitable Fund
Ferguson Family Fund
Ferrell-Duncan Clinic Fund
Thomas and Kay Finnie Fund
Kathleen Poirot Griesemer Charitable Fund
Warren S. and Mary Ina Hampton Fund
Hardie Family Charitable Fund
Harlin Family Foundation Fund
John Linden Hayes Donor Advised Fund
Ed and Virginia Heer Family Foundation Fund
Peter and JoDee Herschend Donor Advised Fund
Hood Family Donor Advised Fund
Sally Lynn Hubbard Environmental Donor Advised Fund
Johnson Family Fund
Johnson Family Donor Advised Fund
Lachmund Fund
Cathryn Cox Lipscomb and Jack E. Lipscomb Fund
Donald G. and Ruth D. Martin Foundation
The Martin Family Foundation
Edward A. and Mildred T. Martz and Louise A. Timmer Fund
The Terry O. and Mary Kay Meek Fund
Roy and Lola Nelson Charitable Fund
Ron and Cathy Neville Donor Advised Fund
O’Reilly Family Foundation Fund
Ollis Family Foundation Fund
Pendleton Family Foundation
Perisseuo Donor Advised Fund
Prater Family Fund
The Rice Family Foundation
Robert E. Roundtree Fund
Errett Sechler Foundation Fund
Mercedes Freeman Smith Education Fund
Smith-Glynn-Callaway Medical Foundation Fund in Memory of
Dr. Daniel Layton Yancey
Smith-Glynn-Callaway Medical Foundation Fund
The Lezah Stenger Foundation Fund
Summers Family Foundation
Turner Family Charitable Fund
Constance and Vincent Tyndall Donor Advised Fund
Woods Family Charitable Fund
Tal and Rosalie O’Reilly Wooten Family Foundation Fund
William and Marilyn Wright Donor Advised Fund
Family and Community Funds: These smaller, donor-advised funds allow
families to make charitable gifts through Community Foundation of the Ozarks.
These non-endowed funds provide a wonderful opportunity for families who want
to engage in meaningful acts of philanthropy. The minimum for this type of
fund is $2,500.
Brown Family Fund
Care to Learn – Springfield Fund
The Cool Breeze Fund
Sherrill Brooke Charitable Fund
Continuation of Giving Fund
Mick Denniston Community Fund
D.W. Family Foundation Fund
Barbara Anne Houston Dillard Fund
Marvin H. and Ethlyn M. Drury Family Fund
Robert W. Duncan Family and Community Fund
From Above Foundation
Weston Funk Charitable Fund
Gray Family Fund
19
Helping As You Can Fund
Kitchen 903 Family and Community Fund
The La Boda Fund
Moore Charitable Fund
The Nifty Sixty Family and Community Fund
Squires/Parnell Family Fund
Peebles Family Fund
Penney Charitable Fund
RDW Family and Community Fund
Susanne M. Sickles Family and Community Fund
Charles R. Slavens Family and Community Fund
Anna Grace Summers Foundation
Joe and Traci Turner Family Fund
Wheeler Family Fund
Field of Interest: A field-of-interest fund in the area of one’s greatest
concern, such as education or the arts, provides direction to the Board of
Directors without naming specific non-profit agencies. A preference may be
stated for an agency known to be offering appropriate services. This fund’s
wisdom lies with the flexibility it permits for the future.
Elese Tagge Anthony Education Fund
Arts in Education Endowment Fund
Ray F. Aton Memorial Patronage Initiative for the Arts Capacity Building Fund
Carol Blackburn Charitable Fund #2
John L. Bostwick Fund
John and Barbara Brooks Fund
Loren and Mary E. Brunner Endowment Fund
Burn Survivors Foundation of Southwest Missouri Fund
Jerry & Tac Caplan Midlife Initiative Fund
Martha R. Caywood Fund for the Arts
Caplan Family Holocaust Fund
Lennie Cloud Fund for the Hearing Impaired
Community Development Fund - A Field of Interest Capacity Building Fund
Jack and Helen Curtis - Field of Interest Fund
Helen M. Delano Fund
Brian Robert Duncan Children and Teens Fund
The Ellis Fund
The Ellis Endowment Fund
William E. Eslick Fund
Founders Park Fund
C.V. Freese and Fern K. Freese Memorial Charitable Fund
Gose Family Fund
Agnes Grady Fund
Great Southern Bank Community Needs Fund
Greater Jordan Valley Park Development Fund
Harwitt House Fund
Robert C. and Jeanne Strauss Kramer Holocaust Education Fund
Hutchcraft/Brown Fund of the Community Foundation
Harry S. Jewell, Charles McGregor and John McGregor
Memorial Endowment Fund
Nathan Karchmer Racial and Religious Tolerance Fund
Joseph B. and Helene L. Liebman Fund for Stroke Victims
Leona B. Mackler Fund
The Martin Family Fund - Field of Interest
Esther Sands McGuire Fund
The Jeffrey A. Melton Urgent Care Cancer Foundation
Miller and Sanford Educational Enhancement Fund
Connie Wible Murray Fund
Musgrave Fund
Ralph and James Nattinger Fund
The Tim O’Brien Memorial Fund
Hazel and Christine Pauly Fund
John, Beth and Jack Raidel Fund
Ida Rolf Fund
Nell Sewell Charitable Fund
Edith M. Short Fund
Senior Dreams Fund
Jessie C. Smith and Jan M. Atwell Fund
Springfield Tree City USA Fund
John J. Stamatis Memorial Fund
Mary Lorraine Altwater Sutkus Charitable Fund
Teacher Education Alliance
Bonnie Elaine Van Benthusen Fund
Dr. Ambrose T. Walker and Rev. Carol Walker Fund
Wally and Libby Walter Fund
Bobbie L. Wilson Memorial Fund
Jean Cossey Woodruff Performing Arts Fund
Jean Cossey Woodruff Fund
David B. Woodruff Children’s Fund
Wounded War Veterans Fund
Youth Empowerment Project Fund
Annual
Report
FY 2010
Previously
established
funds
continued
Philanthropy Initiative: These funds were established to support the
Foundation’s $3 million Philanthropy Initiative launched in 2000.
William H. and Virginia Darr Philanthropy Initiative Fund
Kathleen Poirot Griesemer Philanthropy Initiative Fund (grantmaking)
Ira and Matilda Hentschel Fund
Hutchens Family Fund
Charlie & Mary Beth O’Reilly Philanthropy Initiative Fund (grantmaking)
Philanthropy Initiative Fund
Jane Ullman Fund
Ella E. Wetherel Charitable Fund
Scholarship: A type of designated fund that provides donors, organizations,
universities or companies the opportunity to offer financial support to students.
Aggregate Industry – University of MO-Rolla Scholarship Foundation, Inc.
Capacity Building Fund
Clyde R. Alleman Memorial Scholarship Fund
Hearld and Marge Ambler Scholarship Fund
John D. Ashcroft SMBA Scholarship
Dr. Thomas E. and Mary M. Ashley Scholarship Fund
Anita Barnes Memorial Scholarship
The Sarah Beisner Memorial Scholarship Fund
The Chris Bell Memorial Scholarship Fund
Judy Breeding Accounting Scholarship Fund
Camp Arrowhead Staff Scholarship Fund
Mayor Thomas J. Carlson Internship Fund
Lewis E. and Wilma Childress Scholarship Fund
Community Foundation Memorial Scholarship Fund
Barbara Ann Houston Dillard Scholarship Fund
Dr. and Mrs. Robert D. Duncan Memorial Fund
Fair Play Alumni Association Scholarship Fund
Emma Foster/Tindle Mills Scholarship Fund/Scholarship Reserve Fund
Greg Germany Scholarship Fund
Andy Gott Memorial Scholarship Fund
Angela Gram Memorial Scholarship Fund
Gravelle and Harris Scholarship Fund
Greene County Sheriff’s Department Family Scholarship Fund
Thomas Halbert Scholarship Fund
Harlan/Hardin Memorial Scholarship Fund
Marion Bissett Hoblit Scholarship Fund
Mabel Moore Housley Memorial Scholarship Fund
Edna Mae Hammack Keisker Memorial Scholarship Fund
Jesse Harden Combat Soldier College Tuition Fund
Dorothy Chestnut Harman Elementary Education Fund
Kirk Haseltine Memorial Scholarship Fund
Thea Jo Herron Memorial Scholarship Fund
Marion and Mae John Memorial Scholarship Fund
Norma Lea and Doc John Fund
Ruth Olesen Kelley Fund
Dr. Houston C. Ker and Vera E. Ker Educational Scholarship Fund
Lister Scholarship Endowment Fund of the Rotary Club of Springfield
Donald Watts Littrell Community Leadership Award Fund
Logan-Rogersville Alumni Scholarship Fund
The Captain Andrew W. Long, Jr. Scholarship Fund
Mark’s Memorial Scholarship Fund
Robert and Virginia Martin Scholarship/Teacher Award Fund
Missouri Epsilon Scholarship Fund
John and Betty Morris Scholarship Fund
Morrisville Academic Scholarship #1
The Greater Ozarks Chapter of the
National Association of Orthopedic Nurses, #144 Scholarship Fund
Earl K. Nau Ozark Empire Fair Memorial Scholarship Fund
James P. Robinson Scholarship Fund
Jeffery David Ruwwe Memorial Scholarship Fund
James H. Saunders and Edith LeDue Saunders Scholarship Fund, a subfund
of the Smith-Glynn-Callaway Medical Foundation Fund
Leo and Helen Saye Memorial Scholarship
Dr. Fred Carl and Jewell N. Schweitzer Scholarship Fund
Senior High School Class of 1948 Scholarship Fund in Honor of
Frederick M. & Ramona Frazier McQueary
Smith-Glynn-Callaway Foundation Scholarship Fund in Honor of
Dr. Stanley Peterson
St. John’s School of Nursing Alumni Scholarship Fund
Southwest Missouri Public Relations Society of
America’s Dr. Joe McAdoo Memorial Scholarship Fund
Springfield Contractors Association Scholarship Fund
Harold and Helen Stoneman Drury Scholarship Fund
Henry J. and Lucille J. Straus Scholarship Fund
Henry Joseph Struck Memorial Scholarship Fund
Sullivan Class of 1954 Scholarship Fund
Arthur G. Tesar Scholarship Fund
Thomas G. Tucker Scholarship Capacity Building Fund
Tracy Tucker Education Scholarship Fund
Kevin Umlauf Foundation Scholarship Fund
Chesley and Flora Lea Wallis Scholarship Fund
Dr. William M. Walker Memorial Medical Scholarship Fund
Harlan Wehrman Scholarship Fund
Wheeler Family Scholarship Fund
Gabe Wilson, Charlie Phillips and Scott Bruenger Fund
The Frank E. Wilkins Memorial Trust
Glen W. Wisdom Scholarship and Award Fund
Supporting Organization: In lieu of creating a private foundation or a
fund within the Community Foundation of the Ozarks, a donor can establish a
supporting organization. A supporting organization is a separate legal entity
with its own board of directors, including appointees from the Community
Foundation, and its own grantmaking program.
The Lezah Stenger Foundation
Ozarks Charitable Real Estate Foundation
Community Foundation of the Ozarks Stock Trust
Unrestricted: These funds provide valuable resources for the SpringfieldGreene County community grantmaking program. Unrestricted funds generally
allow the Foundation to address future needs.
Carol Blackburn Charitable Fund #1
Alys L. Clevenger Fund
Community Foundation Staff Appreciation Fund
Harry Cooper Memorial Fund #1
The T. A. and J. A. Caplan Fund
James K. and Jettie M. Cook Fund
Louis L. Coover and Julia Dorothy Coover Charitable
Foundation Capacity Building Fund
Max and Fern DeForest Fund
Anne Case Drummond Endowment Fund
Fund for the Future
Fund for Springfield
Marian and Maxell George Fund
Mary Hendrix Fund
Ira and Matilda Hentschel #2
Richard and Shirley Jay Memorial Fund
Charles L. Jobe Family Fund
Ray D. Kelly and Leona C. Kelly Fund
Nathan & Esther Karchmer Fund
The J. Laurence Lee Memorial Fund
Marie Rosalie Maser and John Maser Memorial Fund
Lawrence M. and Fay B. Ollis Fund
Mary R. Rigney General Endowment Fund
Jessie M. Ross Fund
Susanne M. Sickles and John L. Hayes Fund
The Kirby Taylor Fund
US Bank Unrestricted Fund
Richard and Virginia Wilkinson Fund
Mary E. Wilson Home Memorial Fund
The H. Garrett and Marion M. Wright Fund
21
Scholarship Growth Fuels Advanced Education
I
n fiscal year 2010, the Community Foundation of the Ozarks awarded a record 478 scholarships totaling about $600,000
for students to further their educations after high school. The average scholarship was $1,370, with a range from one-time
awards of $250 to $5,000 renewable for four years based on maintaining eligibility. Here’s a snapshot of where the students
are using their scholarships.
Across the CFO Region
More than half the students are going to schools across the region served
by the Community Foundation and its 42 affiliates:
Missouri State University
MSU-West Plains
Ozarks Technical Community College
Drury University
College of the Ozarks
Southwest Baptist University
Missouri Southern State University
Missouri University of Science and Technology
University of Central Missouri
Evangel University
Southeast Missouri State University
East Central College
SBU /St. John’s Nursing
Cox College of Nursing
Ozark Christian College
Central Baptist University
Total:
Community Colleges
Scholarships also were awarded
to 15 students attending these
community colleges:
Crowder Community College
Jefferson Community College
Mineral Area Community College
Missouri Valley Community College
State Fair Community College
Tyler Junior College
South Central Career Center
Three Rivers College
Across Missouri
Outside of the CFO’s region,
another 73 students attended
these Missouri schools:
University of Missouri
Dental
Medicine
Law
UMKC
Truman State University
William Jewell College
Central Methodist University
Westminster College
St. Louis University
STL Pharmacy
Maryville University (St. Louis)
Northwest Missouri State University
Stephens College
Fontbonne University
Park University
Webster University
Columbia College
75
12
40
38
18
15
14
10
10
8
7
5
4
1
1
1
259
$105,458
22,150
36,805
84,750
15,350
13,500
21,355
16,900
14,150
8,400
16,700
4,150
2,600
500
500
1,000
$364,268
Vocational/Technical
Ten scholarships were awarded
to students pursuing vocational
education at these schools:
Linn State Technical College
Florida Institute of Technology
Nichols Career Center (Joplin)
Missouri Welding Institute
Southeast Lineman Training Center (Ga.)
Nevada Regional Technical Center (Mo.)
Far and Wide
CFO scholarships serve students
attending a number of other
interesting schools, including:
American Academy of Dramatic Arts
Aquinas College (Mich.)
Drake University (Iowa)
Harvey Mudd College (Calif.)
Johns Hopkins University (Md.)
Marion Military Institute (Ala.)
New York University
Oglethorpe University (Ala.)
Rhodes College (Tenn.)
Southern Methodist University
Stanford University (Calif.)
Syracuse University (N.Y.)
Texas A&M University
University of Chicago
University of Michigan
University of Minnesota
The Clinton Gabby Girls awarded their first scholarship in spring 2010.
Scholarship Profile:
T
he Clinton Gabby Girls had been playing cards once a
week or more for about six years when they decided it was
time to ante up a new game.
They decided it was time to give back – to give their support
to a young woman in the Ozarks to finish her education,
specifically a junior or senior or a returning student.
And thus was born the Gabby Girls Scholarship, a founding
example of the CFO’s new Giving Circles Initiative.
The six Clinton Gabby Girls – Jennifer Huff, Rose Smith,
Sabrina Parlette, Cynthia Glasscock, Terri Cummings and Dee
Radford – are all busy professional women, moms, wives and
volunteers. The last thing they needed was another project.
But within a year of making donations and holding several
fundraising events, they awarded the first-ever Gabby Girls
Scholarship to Judith Rowland, a junior at Missouri State
University who wants to specialize in international law.
The Gabby Girls are so energized by their first scholarship that
they’re now working toward a second. More significantly, they’d
like to encourage other groups of women across the Ozarks to
start their own giving circles.
They know there are a lot more young men and women out
there like Judith who are earning their shot to succeed as
Jennifer, Terri, Sabrina, Dee, Cynthia and Rose have done.
“We’re all about women being strong and encouraging,”
Jennifer Huff says. “We’re all kind of leaders in our own ways.
We have our hands in a lot at any given time. But if you’ve got a
will and a reason to do it, you can always find a way and we’ve
definitely done that.”
Annual
Report
FY 2010
Springfield-Greene County Grants
Focus on Community Red Flags
I
n an effort to stretch resources as far as
possible, the CFO awarded $325,000 in
challenge grant dollars, which were more than
doubled for efforts to address the “red flag”
issues identified in a community-wide survey
of Springfield-Greene County.
The Community Foundation of the Ozarks
partnered with American Dehydrated Foods,
Inc., the Thomas Carlson Fund, the Musgrave
Foundation, the Roy W. Slusher Foundation,
and the Turner Family Foundation to offer
$325,000 specifically for the “red-flag”
issues related to access to healthcare,
child abuse and neglect, and hunger and
homelessness. The agencies exceeded the
matching funds needed so these programs
received a total of $719,000.
“In many ways, our non-profits might
have been the most profoundly impacted,”
said former CFO board member Doug
Thornsberry, who co-chaired this grant panel
with board member Dr. Gloria Galanes. “The
demand for the important services they
provide has dramatically increased, but for
most, the resources to meet the increased
challenges have diminished. These groups
are facing hardships and a double-whammy
of the economy.”
Longtime Crosslines volunteer David Chayer, a member of Campbell United Methodist Church
in Springfield, works on the holiday food baskets distributed at Thanksgiving and Christmas at
Pathways United Methodist Church.
The organizations and amounts awarded were:
Access to Healthcare:
Breast Cancer Foundation of the Ozarks - $25,000
The Kitchen Clinic - $40,000
Ronald McDonald House
Tooth Truck mobile dental care - $40,000
Child Abuse and Neglect:
Child Advocacy Center - $30,000
Family Violence Center - $25,000
Isabel’s House - $30,000
The Victim Center - $30,000
Hunger and Homelessness:
Boys and Girls Town Emergency Foster Care program - $25,000
Crosslines program of the Council of Churches - $40,000
Ozarks Food Harvest - $40,000
The Rev. Mark Struckhoff, Executive Director of the Council of Churches
of the Ozarks, says it took just three weeks to raise $40,000 to match
the Community Response Grant Challenge award to Crosslines, which
is assisting 45 to 50 families a day with food needs. “We were able to
serve more people because of the CFO’s help at a time when there are
more people waiting in line for help.”
For more information on the “Community Focus 2009: A Report for
Springfield and Greene County” visit www.SpringfieldCommunityFocus.org.
The 2010-11 “Red-Flag Response” grant program continues to use
this report to address an expanded range of issues including Housing,
Transportation, Public Safety and the Environment.
23
Coover Poverty Grants Help Rural Families
I
n 2010, the Louis L. and
Julia Dorothy Coover
Regional Grantmaking
Program focused on
supporting new and innovative
programs to help fight poverty
in the rural Ozarks outside of
Springfield-Greene County.
This grantmaking program,
a partnership between
Community Foundation of
the Ozarks and Commerce
Trust Company, awarded
$109,475 to eight agencies
in November 2009. Mrs.
Coover, a 30-year employee
of Commerce Bank,
established the Louis L.
and Julia Dorothy Coover
Charitable Foundation in
1992 to honor the memory
of her husband.
These are the recipients
of the 2009-10 Coover
Regional Awards.
Hope’s Bridge volunteer Pat McCoy reads to a young boy being cared for at the agency’s Bolivar center, which works
with families experiencing life-altering situations in a seven-county area.
BOYS & GIRLS CLUB of the OZARKS – $14,000
The Boys and Girls Club of the Ozarks offered approximately 70 more
children in Taney and Stone counties access to high-quality, all-day youth
development programs and physical activities during the summer of
2010. The children who qualified were between six and 15 years old and
their families were at or below 125 percent of federal poverty guidelines.
CABOOL DEVELOPMENT FOUNDATION, INC – $13,000
This grant helped advance Cabool’s program to offer affordable
primary health care to some 43,000 residents of a four-county region
in south-central Missouri through a partnership with the federally
qualified Southern Missouri Community Health Center in West Plains.
The Cabool satellite clinic used the grant to pay fees to apply for more
resources, create a website about the program, make a partial down
payment for office space, and purchase operational supplies.
CARE TO LEARN – Ozark, Nixa, Bolivar School Systems – $15,000
Modeling the successful “Care to Learn” program founded by Doug
Pitt in Springfield, the three school districts are sharing knowledge
and resources to provide for their students in need. This funding is
for emergency hunger, health, and hygiene needs of students in each
district through food backpacks, food vouchers, clothing vouchers,
hygiene items, and financial assistance for medical needs.
HOPE’S BRIDGE – $14,500
This organization is dedicated to the temporary care of children
in Benton, Cedar, Dade, Dallas Hickory, Polk and Webster counties
whose families are in crisis. This care is usually the only alternative to
placing a child in state custody while arrangements are being made for
families. By funding additional staff and operational needs, the grant is
intended to double its capacity to provide this temporary care and help
families remain intact while their needs are being met.
OZARKS RESOURCE GROUP – $13,950
This grant is supporting the well-regarded Guiding Good Choices
workshops designed to strengthen families and reduce the risk
factors associated with teenage substance abuse. The programming
and grant assistance is for a centralized, safe location for parents
to access when they need assistance through the Family Resource
Center and to assist Hickory County students in making healthy and
responsible choices.
RIPLEY COUNTY CARING COMMUNITY PARTNERSHIP – $9,025
This funding provided nutritious evening meals for impoverished
Doniphan students participating in the Ripley County CASASTART
Program. The after-school program gives students ages eight to 13 the
opportunity to work with tutors and mentors in the community. It also
funded weekend snacks and materials and supplies to participate in
the program.
SAMARITAN OUTREACH CENTER – $15,000
This West Plains Center provides emergency shelter and support
for homeless clients who need assistance in re-entering society.
The services include referral and placements for employment,
housing, transportation, and educational opportunities. Additional
programs available through the Center include mental health services,
counseling and a broad range of children’s services.
THE SAMARITAN CENTER – $15,000
The Samaritan Center used the grant to add about 100 more families
in Henry, St. Clair and Benton counties by providing about 150,000
pounds of meat, fruit and vegetables. As the only food and clothing
distribution center for its area for 22 years, the Center was able to
increase the amount of food available to its 800 families by 33 percent
through the grant funding.
Annual
Report
FY 2010
Agency Partner Funds
A
gency Partners work with the Community Foundation of the Ozarks and its affiliates to enhance sustainability, promote
planned giving and collaborate in our regional effort to enrich and better the lives of people and communities throughout
the Ozarks. For more information about the opportunities offered through CFO’s Agency Partners program, please contact us or
visit us on the web at www.cfozarks.org/endowment-partners/.
The Agency Partners Funds listed below were established before the 2010 fiscal year. A list and description of new Agency
Partner funds can be found in the new funds’ section on page 15 and in the affiliates’ section beginning on page 37.
Arts:
Arts on the Avenue, Inc. Fund
Benton County Arts Fund
Boys & Girls Clubs of Springfield “Power of Music” Fund
Carthage Arts Council Fund
Chamber Orchestra of the Ozarks Endowment Fund
Children’s Choir of Southwest Missouri Fund
Clinton Area Arts Foundation Fund
Dallas County Arts Council Fund
Designing Women Foundation
El Dorado Springs Performing Arts Capital Fund
The Eldon Friends of Music Fund
Gillioz Theatre Endowment Fund
Harlin Museum Endowment Fund
Hickory County Cultural Arts Fund
History Museum for Springfield-Greene County Fine Arts Endowment Fund
Lighthouse Children’s Theatre Fund
Lockwood Cultural Arts Council Fund
Missouri Film Alliance of Springfield Fund
Nixa Area Arts Council Fund
Ozark Festival Orchestra Fund
Ozarks Public Television Cultural Arts Fund
Patrons of the Arts Fund
Reynolds Family Arts & Education Fund
SAC Arts Council Endowment Fund
Salem Arts Council Fund
Seymour Area Arts Council Building Fund-Building Cultural Arts in Seymour
Seymour Area Arts Council Fund
Sister Cities Association Performing and Cultural Arts Fund
SMMA Endowment Fund
Southwest Missouri Arts Council Endowment Fund
Springfield Ballet Endowment Fund
Springfield Ballet Missouri Cultural Trust Fund
Springfield Ballet General Fund
Springfield Little Theatre Cultural Trust Fund
Springfield Little Theatre Endowment Fund
Springfield Mid-America Singers Endowment Fund
Springfield Regional Arts Council Fund
Springfield Regional Arts Council Cultural Trust Fund
Springfield Regional Opera Endowment Fund
Springfield Sister Cities Association Capacity Building Fund
Springfield Symphony Association Endowment Fund
Springfield Symphony Cultural Trust Fund
Springfield Symphony Music Education Trust Fund
Springfield Visual Arts Alliance Endowment Fund
The Christine N. Steele Fund for the Willow Springs Arts Council
Stone’s Throw Theater Henry Heckert Memorial Endowment Fund
James Thompson Memorial Scholarship Fund (Writers Hall of Fame of America)
Walnut Street Theatre Capacity Building Fund
Writers Hall of Fame of America Endowment Fund
Community Development:
City of Neosho:
Hugh Robinson Memorial Airport Endowment Fund
Big Spring Park Endowment Fund
Neosho City Employees Good Neighbor Fund
City of Republic Parks and Recreation Capacity Building Fund
City of Republic Parks and Recreation Endowment Fund
Clinton Main Street Partnership Fund
The Community Center Foundation of Ste. Genevieve County, Inc.
Community Partnership of the Ozarks Endowment Fund
Downtown West Plains, Inc. Fund
Anne Drummond/Friends of the Garden Endowment Fund
Economic Development Fund
Foothill Families Fund
Grupo Latinoamericano Endowment Fund
Howell County Extension Council Development Fund
Howell County Extension Council Endowment Fund
Junior League of Springfield, Missouri, Inc. Endowment Fund
Junior League of Springfield Irrevocable Endowment Fund
Low-Income Insulation Fund
Mid-Town Neighborhood Association Endowment Fund
Nevada-Vernon County P.R.I.D.E. Foundation Capacity Building Fund
Nevada-Vernon County P.R.I.D.E. Foundation Bushwhacker Days Fund
Nevada-Vernon County P.R.I.D.E. Foundation Capacity Building Scholarship Fund
Nixa Fire District/Local 3904 Nixa Shop Fund
Ozark Main Street Endowment Fund
Frances Pringle 4-H Capacity Building Fund of the Webster County Extension Council
Frances Pringle Capacity Building Fund of the Webster County Extension Council
Polk County Extension Council Capacity Building Fund
Polk County Fair Association Derald Isdell Memorial Fund
Redings Mill Volunteer Fire Protection Endowment Fund
Rogersville Community Betterment Association Fund
Spring City Revitalization Group Fund
Springfield-Greene County Botanical Center Fund
Springfield-Greene County Emergency Management Education Fund
United Way of the Ozarks, Inc. Endowment Fund
Education:
All Aboard Learning Center Building Fund
All Aboard Learning Center Fund
All Aboard NAP Account
Alton Public School Foundation:
Alton Junior and Senior High Athletic Fund
Alton Public School Foundation Fund
Alton Public School Foundation Endowment Fund
Alton Public School Foundation Unrestricted Fund
Justin Crews Memorial Scholarship Fund
Rosa Leah Spencer Memorial Scholarship Fund
Larry Wallace Endowed Scholarship Fund
Ava Alumni Yeoman Scholarship Fund
Ava Public Schools Foundation Fund
Ava Public Schools Foundation Endowment Fund
Agency
Partner
funds Continued
Bolivar School Alumni Association Capacity Building Fund
Bolivar Technical Institute Capacity Building Fund
Bolivar Technical Institute Endowment Fund
Bolivar Technical Institute Scholarship Fund
Branson R-4 Education Foundation Endowment Fund
Branson R-4 Education Foundation Fund
Clinton Christian Academy Endowment Fund
Crawford County R-2 Schools Foundation, Inc./Steelville Scholarship Fund
Discovery Center Conservation Education Fund
Discovery Center of Springfield Endowment Fund
Dora R-III School Foundation Academic Endowment Fund
Dora R-III School Foundation Fund
Dora R-III School Foundation Endowment Fund
Eldon FFA Alumni Association Fund
Eldon Public Schools Endowment Fund
Foundation for Fair Grove Public Schools Fund
Foundation for Fair Grove Public Schools Scholarship Fund
Houston Alumni Fund
Houston R-1 Educational Foundation:
Anonymous Unrestricted Grantmaking Fund
Houston R-1 Educational Foundation Fund
Houston R-1 Educational Foundation Endowment Fund
Houston R-1 High School Gym Fund
Houston R-1 Speech and Debate Fund
Houston R-1 Vocal Music Program Fund
Jerusalem School of Synoptic Research Capacity Building Fund
Jerusalem School of Synoptic Research Endowment Fund
Lakeland R-III Foundation Fund
Lakeland Scholarship Fund
Lockwood Public Schools Foundation Unrestricted Endowment Fund
Logan Rogersville Educational Foundation:
Hollis Owen and Polly Anna Buzbee Endowment Fund
CATS (Curriculum for Academically Talented Students) Program Fund
Logan-Rogersville Alumni Scholarship
Logan-Rogersville Booster Club Fund
Logan-Rogersville Educational Foundation Capacity Building Fund
Logan-Rogersville Educational Foundation Endowment Fund
Logan-Rogersville High School Vocal and Theater Department Endowment Fund
Logan-Rogersville Marching Band and Jazz Band Fund
Logan-Rogersville PTA Fund
LRHS Project Graduation 2009 Fund
LRHS Project Graduation 2010 Fund
LRHS Project Graduation 2011 Fund
LRHS Project Graduation 2012 Fund
LRHS Project Graduation 2013 Fund
Logan-Rogersville Youth Empowerment Program Fund
Jay Underwood Memorial Endowment Fund
Marion C. Early Education Foundation Capacity Building Fund
Marion C. Early Education Foundation Endowment Fund
Miller County MU Alumni Association Capacity Building Fund
MLPA Scholarship Foundation Fund
Monett Public Schools Foundation Fund
Mountain Grove R-III Schools Foundation Endowment Fund
Dr. Robert J. Murney Endowment Fund
Nixa Education Foundation Fund
Nixa Education Foundation Endowment Fund
OTC Foundation:
Charles Banta Sr. Scholarship Fund
Classified Staff Scholarship Fund
Frances Collins Memorial Scholarship Fund
Dental Hygiene Scholarship Fund
Dental Programs Scholarship Fund
Linda Gingry Clark Memorial Scholarship Fund
The Judge Russell Clark Memorial Scholarship Fund
Nina Myers Memorial Scholarship Fund
OTC Foundation Scholarship Fund #2
OTC Foundation Designated Endowment Fund
25
OTC Foundation Restricted Fund
OTC Foundation Scholarship Endowment Fund
OTC Foundation Unrestricted Fund
Ozarks Antique Auto Club Scholarship Fund
Southwest Missouri Code Officials Scholarship Fund
Students In Free Enterprise (SIFE) Scholarship Fund
Richard Glenn Staats Endowment Fund
Ozark R-6 School District Capacity Building Fund
Charles & Louise Nisen Ozarks Literacy Council Endowment Fund
Pierce City R-VI School Capacity Building Fund
Pierce City R-VI School Scholarship Endowment Fund
Pierce City R-VI School Endowment Fund
Poplar Bluff Public School Foundation:
Auxiliary of Three Rivers Healthcare, Inc.
Poplar Bluff Public Schools Endowment Fund
Dr. Michael D. Laseter Memorial Scholarship Endowment Fund
Margie J. Miller Endowment Fund
Poplar Bluff Public School Foundation Capacity Building Fund
Mary Lynn Wolpers Scholarship Endowment Fund
Rivendale Extension Services Endowment Fund
Salem Public School Foundation:
Salem School Twelfth Tiger Fund
Salem Public Schools Foundation Fund
Salem Public Schools Foundation Endowment Fund
Salem Public Schools Grantmaking Fund
Salem Schools Project Graduation Fund
Salem Schools Parent Teacher Organization Fund
Southwest Baptist University Organizational Endowment Fund
Foundation for Springfield Public Schools:
The Virgil Anderson Jr. and Leslie Gritzmaker Endowment
B.E.S.T. Scholarship
Back to School with the Foundation
John & Crystal Beuerlein Special Education Fund for Springfield Public Schools
Buffington Scholarship
Dale Burns Endowed Fund
Bus Transportation Fund
Care to Learn Endowment Fund
Care to Learn Fund
Central Scholarship
Central High School Band Fund
Central High School Debate Fund
Libbia Chappell Endowment
Chiefs Endowment Fund
City Utilities Science
Coats for Kids
The Colonel’s Scholarship
Cronin Scholarship
Lee H. Cruse Scholarship Fund
Sarah Leigh Day Scholarship
Debate Fund
Delaware Playground Fund
Dunlop Scholarship
Falcon Fund
Foundation for Springfield Public Schools Fund
Foundation for Springfield Schools Endowment Fund
Friends of Central
Glendale Baseball Fund
Glendale HPER facility
Hall Scholarship
Hargis Scholarship
Bill Hawkins Scholarship
Hayter Scholarship
Highlander Fund
Hillcrest Fund
Incredible Pizza Card Fund
Jarrett Site Council Fund
Johnson Scholarship
Dr. Sally Johnson Scholarship
Annual
Report
FY 2010
Agency
Partner
funds Continued
Jones Scholarship
Kickapoo Baseball Field Fund
Kilties Fund
Clark Kynion Scholarship
The Leadership Fund
Listening Post Fund
Literacy Fund
Linda Luke Librarian Fund
Jayne Manley Endowment Fund
Ralph K. Manley Endowment for Parkview
Scott Matthews Fund
McCarty Scholarship
McCormick Scholarship
McGregor Student Fund
Velma Counts McMillen Endowed Fund
Memorial Fund
Miscellaneous Fund
Neville Scholarship
The Next Step Endowed Scholarship
PACE Fund
Palmer Scholarship
Parkview High Soccer Field Fund
Parkview Theater Endowment Fund
Coach Jim Pearson Scholarship
Pershing Middle School PTSA
Marilyn Gugel Pfeiffer Scholarship
Project Graduation
Reading Roundup
Reed Middle School Endowed Fund
Ann Reid Scholarship
Remember Pepperdine Scholarship
Remember Pipkin Endowment
Safe and Sober Prom
SEA Scholarship
Shady Dell Fund
Sinden Scholarship
Spellman Scholarship
Kipper Dale Smart Scholarship
Springfield Public Schools Temporary Fund
Springfield Reads
Springfield Youth Symphony
SPS Marketing fund
Steele Memorial Scholarship
Stenger-Hickory Hills Fund
Stenger- Wanda Gray Fund
Zack and Tricia Stenger Scholarship
Sweeney Scholarship
Teacher Appreciation Banquet
Andrea Teel Scholarship Fund
Truancy Court Fund
The Chuck Turner Memorial Band Scholarship for Glendale
Turner Family Fund
Underprivileged Children’s Fund
Unrestricted – Undesignated
Viking Endowment Fund
Watson Fund
Wave Fund for Parkview High
Madeline Webb Memorial Fund
Jeff Wester Scholarship Fund
Whiteaker Scholarship
Kirby Wilcox Scholarship
Patty Dusel Wilcox Scholarship
Williams Scholarship
Wings Annual Fund
Wings Brite Endowment Fund
Wings Endowment Fund
Wings Lampe Endowment Fund
Bob Wise Technology Fund
Writing Scholarship
York Elementary School Fund
Young Librarian Scholarship
Sullivan School Foundation:
Alicia Key Scholarship
Harry Johanning Scholarship
Kiwanis Scholarship
Kristy Koch Memorial Award Fund
James and Virginia McIntosh Scholarship Fund
Jahn Peterson Scholarship
Sullivan Class of 1954 Scholarship Fund
Sullivan Community Recreation Facility Fund
Sullivan Schools Alumni Association Scholarship
Sullivan School Foundation Fund
Sullivan School Foundation Endowment Fund
Sullivan Trophy Fund
Bernard Schmidt Scholarship
Dr. James C. Thornsberry Scholarship Fund
The Summit School Capacity Building Fund
The Summit School Capital Campaign Fund
St. James Schools Enhancement Endowment Fund
Stockton Public Schools Foundation:
Ted and Cleva Sell Scholarship Fund
Stockton Public Schools Foundation Abbott Scholarship Fund
Stockton Public Schools Foundation Korth Scholarship Fund
Stockton Public Schools Foundation Miller Scholarship Fund
Stockton Public Schools Foundation General Scholarship Fund
Texas County Technical Institute Capacity Building Fund
Texas County Technical Institute Endowment Fund
Valle Schools Foundation, Inc. Capacity Building Fund
Valle Schools Foundation Money Market Fund
Warsaw Education Foundation: Warsaw Community Project Fund
Warsaw Education Foundation Fund
Warsaw Education Foundation Endowment Fund
Watts Athletic Fund (Crawford County R-1 School District)
Weaubleau School District:
Dale Joseph and Rheva Allen Blackwell Business Scholarship Fund
Bob Stokes/Bob Krasser Memorial Scholarship Fund
West Plains Educational Foundation:
Bank of America Fund
John H. McFarland Fund
Tom Gatewood Memorial Literacy Fund
Gatewood Award Fund
Julie McGoldrick Scholarship Fund
Riverways Trust Practical Nursing South Central Career Center Fund
West Plains R-7 Educational Foundation Endowment Fund
West Plains R-7 Educational Foundation General Fund
West Plains R-7 Culinary Arts Fund
West Plains R-7 Band Fund
Environment & Animals:
Bryant Watershed Education Capacity Building Fund
Peter Callaway Endowment Fund (for Bryant Watershed)
Clinton Animal Rescue Endeavor Capacity Building Fund
Crossroads Pet Breeders Charitable Fund
FOZ (Friends of the Zoo) Educational Endowment Fund
Fredrick Memorial Scholarship Fund
Friends of Animals Humane Society, Inc. Fund
Friends of the Galloway Creek Nature Park Fund
Friends of the Ozarks Parks Department Fund
Greene County Farmland Preservation Council Fund
James River Basin Partnership Capacity Building Fund
James River Basin Partnership Endowment Fund
Joann E. Landers Feline Endowment Fund (for the Dickerson Park Zoo)
Missouri Association of RC & D Councils Fund
Agency
Partner
funds Continued
Missouri Conservation Heritage Foundation Fund
Missouri Conservation Heritage Foundation Grant Fund
Missouri Environmental Education Association Endowment Fund
Missouri Prairie Foundation Land Acquisition Fund
Missouri Prairie Foundation Endowment Fund
Missouri Prairie Foundation Stewardship Fund
Missouri Veterinary Medical Foundation Heritage League Fund
ORLT Operating Endowment Fund
Ozark Greenways Endowment Fund
Ozark Greenways Endowment Fund #2
Ozark Regional Land Trust Stewardship Fund
Ozark Regional Land Trust Stewardship Endowment Fund
The Nelson Rolf Animal Shelter Endowment Fund
Southwest Missouri Humane Society Endowment Fund
Southwest Missouri Resource Conservation and Development Endowment Fund
The Animal Shelter of Texas County Fund
TASTC Endowment Fund
Tumbling Creek Cave Foundation Capacity Building Fund
Tumbling Creek Cave Foundation Endowment Fund
Upper White River Basin Foundation Endowment Fund
Upper White River Basin Foundation Capacity Building Fund
Watershed Center at Valley Water Mill Campaign Fund
Watershed Committee of the Ozarks Endowment Fund
Wildcat Glades Conservation and Audubon Center Fund
Wonders of Wildlife Endowment Fund
Wonders of Wildlife Stewardship Ozarks Endowment Fund
Faith Based:
Bolivar Area Ministerial Alliance Capacity Building Fund
Bolivar Area Ministerial Alliance Endowment Fund
Brentwood Christian Church Capacity Building Fund:
Crabb Memorial Fund
Handley Memorial Fund
Kincaid Memorial Fund
Memorials- Other Fund
Renovation Fund
Roofing Fund
Special Designated Fund
Transportation Fund
Community Presbyterian Endowment Fund
The Foundation: The Council of Churches of the Ozarks Fund
Bradshaw Summit Scholarship Fund
Madeline Endicott Memorial Fund (for Ozark Presbyterian Church)
Episcopal Youth Group of Carthage Endowment Fund
First Baptist Church of Mt. Vernon Endowment Fund
First Baptist Church of Mt. Vernon Fund
First Christian Church of Gainesville Capacity Building Fund
First Unitarian Universalist Church of Springfield, Missouri Endowment Fund
First United Methodist of Monett Fund
Flood Youth Ministry Capacity Building Fund
Frances L. McConkey Manse Capacity Building Fund
Grace Episcopal Church Endowment
Happy Hollow Bible Camp Capacity Building Fund
Happy Hollow Bible Camp Endowment Fund
Richard T. Mansfield Memorial Fund, a capacity building fund
for Grace Episcopal Church
Ozark Presbyterian Church Capital Improvement Fund
Ozark Presbyterian Church Endowment Fund
Ozarks Christian Academy Fund
The Perpetual Ministries Fund of the Clinton United Methodist Church
Rocky Mount Baptist Church Building Fund
Rocky Mount Baptist Church Fund
Seymour United Methodist Church Endowment Fund
Stockton United Methodist Church Endowment Fund
Southwest Missouri Lutheran High School Fund
United Ministries in Higher Education Permanent Endowment Fund
Wesley United Methodist Church Endowment Fund
27
Wesley United Methodist Church Endowment Fund
in Memory of Eva Cleo Homan Moore and Lynn Riley Moore
Wesley United Methodist Church Endowment Fund
in Memory of Joseph F. and Berniece L. Jirousek
Zion Lutheran Church Ministerial Scholarship Fund
Zion Lutheran Church Ministerial Scholarship Endowment Fund
Health:
Benton County Hospice Fund
Benton County Hospice Endowment Fund
Breast Cancer Foundation of the Ozarks:
BCFO Laclede County Fund
BCFO Planned Giving Endowment – O’Reilly Gift
Breast Cancer Foundation of the Ozarks Endowment Fund
Breast Cancer Foundation of the Ozarks Fund
Henry County Breast Cancer Foundation of the Ozarks Capacity Building Fund
Cabool Development Foundation, Inc. Fund
CBCO Building Fund
CBCO Capacity Building Fund
Cedar County Memorial Hospital Fund
Community Alliance for Compassionate Care at the End of Life Fund
Community Hospices of America Foundation:
Community Hospices of America Foundation Fund
Julian G. and Virginia C. Star Memorial Fund
Tri-Lakes Community Hospices Fund
Dallas County Health Foundation Fund
Family Institute of the Ozarks (FIO) Fund
The Family Institute of the Ozarks Endowment Fund
Friends of Ste. Genevieve County Memorial Hospital Fund
Fordland Clinic:
Fordland Clinic Fund
Fordland Clinic Endowment Fund
Wellness for Webster County Scholarship Fund
Golden Valley Memorial Hospital Foundation Fund
Greene County Medical Society Alliance Health Projects Endowment Fund
GYN Cancers Alliance Capacity Building Fund
Iron County Hospital Foundation Fund
Joy Lamberson-Klock New Hope Endowment Fund
McCune-Brooks Health Care Foundation Fund
Midwest Behavioral Healthcare Management, Inc. Capacity Building Fund
Multiple Sclerosis Wellness (MS Wellness) Foundation Fund
Ozarks Counseling Center Endowment Fund
Ozarks Health Advocacy Foundation
Ozarks Medical Center Foundation:
Boyce and Bynum Pathology Laboratory Endowment Fund
Newt Brill Endowment Fund
Dr. Jeffry A. Farrow, CSW Endowment Fund
Graham O’Neal Endowment Fund
OMC Capital Improvement Fund
Ozarks Medical Center Foundation Capacity Building Fund
Ozarks Medical Center Foundation Education Fund
Ozarks Medical Center Foundation Endowment Fund
Dr. Joe Sellers Fund
Parkinson’s Group of the Ozarks Endowment Fund
Ronald McDonald House of the Ozarks Fund
Skaggs TEPCOR Clinical Scholarship Capacity Building Fund
Springfield-Greene County Regional Health Commission Fund
St. John’s Health System Fund
St. Luke’s Nursing Center Capacity Building Fund
St. Luke’s Nursing Center Endowment Fund
Stockton Nursing Home Fund
Texas County Memorial Hospital (TCMH) Healthcare Foundation Fund
Texas County Memorial Hospital (TCMH) Healthcare Foundation
Endowment Fund
Texas County Memorial Hospital (TCMH) Healthcare Foundation
Hospice of Care Fund
Annual
Report
FY 2010
Agency
Partner
funds Continued
History:
Benton County Museum Fund
Bonebrake Center of Nature and History Endowment Fund
Butler County Historical Society Fund
Carthage Historic Preservation Society Capacity Building Fund
Cedar County Historical Society Endowment Fund
Christian County Historical Society Endowment Fund
Dent County Museum Capacity Building Fund
Dent County Museum Endowment Fund
Foundation for Restoration of Ste. Genevieve Educational
Research Award Scholarship Fund
Friends of Gray/Campbell Farmstead Endowment Fund
Greene County Historical Society Endowment Fund
E.L. “Bob” Harlin and Vesta Harlin Charitable Trust Fund (for Harlin Museum)
Henry County Historical Society/Dorman House Fund
Henry County Historical Society Endowment Fund
Historic Preservation Fund
Historic Preservation Revolving Loan Fund
History Museum Building Fund
History Museum for Springfield-Greene County Capacity Building Fund
Johnson County Historical Society Capacity Building Fund
Johnson County Historical Society Endowment Fund
Laura Ingalls Wilder Foundation Capacity Building Fund
Laura Ingalls Wilder Foundation Endowment Fund
Liberty School at Gray/Campbell Farmstead Fund
Missouri Sports Hall of Fame Endowment Fund
Newburg Houston House Fund
North Ward Museum Endowment Fund
Rayo Howard Capacity Building Fund for the Christian County Historical Society
Polk County Genealogical Society Capacity Building Fund
Polk County Genealogical Society Endowment Fund
The Powers Museum Fund
Ste. Genevieve Memorial Cemetery Preservation Endowment Fund
Wilson’s Creek National Battlefield Foundation Capacity Building Fund
Wilson’s Creek National Battlefield Foundation Endowment Fund
Wright County Historical Society Endowment
Library:
Cedar County Library District Stockton Building Fund
Cole Camp Library Capacity Building Fund
Forsyth Library Capacity Building Fund
Forsyth Library Memorial Endowment Fund
Friends of the Mountain View Library Endowment Fund
Friends of the Library, Inc., Stockton, Missouri Fund
Friends of the Poplar Bluff Public Library Fund
Kimberling Area Library Cultural Arts Endowment Fund
Kimberling Area Library Endowment Fund
Literacy Coalition of Southwest Missouri Fund
Ozark Regional Library/Reading Express Program Fund
Polk County Library Endowment Fund
Polk County Library Capacity Building Fund
Springfield-Greene County Library:
Friends of the Library Fund
Dr. G.B. Lemmon, Sr. Fund For Nonfiction
The Library Foundation:
Springfield-Greene County Library Foundation
Cultural Arts Endowment Fund
Springfield-Greene County Library Foundation Fund
Friends of the Springfield-Greene County
Library District Endowment Building Fund
Willard Branch Library Fund
Trails Regional Library District:
Regional Library Concordia Fund
Regional Library General Fund
Regional Library Warrensburg Fund
West Plains Public Library Foundation Capacity Building Fund
Social Services:
AO Capacity Building Fund
Roy Blunt YMCA of Bolivar Endowment Fund
Bolivar Area YMCA Capacity Building Fund
Bolivar Salvation Army Fund
Butler County Community Resource Council Capacity Building Fund
Butler County Council on Aging Fund
Butler Senior Center Capacity Building Fund
Butler Senior Center Endowment Fund
CACO - Bennett/Huffmaster Fund
Care Connection for Aging Services:
Care Connection for Aging Services Capacity Building Fund
Care Connection for Aging Services Endowment Fund
Carroll County Senior Center Capacity Building Fund
Carroll County Senior Center Endowment Fund
Carroll County Senior Center Fund
Cole Camp Senior Center Building and Equipment Capacity Building Fund
Concordia Senior Center Capacity Building Fund
El Dorado Springs Senior Center Capacity Building Fund
El Dorado Springs Senior Center Endowment Fund
Friends of the Warsaw Senior Center Fund
Hickory County Senior Center Capacity Building Fund
Higginsville Senior Center Endowment Fund
Higginsville Senior Center Capacity Building Fund
Kern Senior Center Capacity Building Fund
Kern Senior Center Home Delivered Meals Endowment Fund
Margaret Gray Lexington Senior Center Capacity Building Fund
Margaret Gray Lexington Senior Center Endowment Fund
Odessa Senior Center Home Delivered Meals Fund
Stockton Senior Center Capacity Building Fund
Warrensburg Senior Center Capacity Building Fund
Warrensburg Senior Center Endowment Fund
Warrensburg Senior Center Special Projects Fund
Warsaw Senior Center Capacity Building Fund
Windsor Senior Center Service Board Operations Fund
Carthage Crisis Center, Inc. Capacity Building Fund
Carthage Crisis Center Endowment Fund
The Carthage Crosslines Fund
CASA of Southwest Missouri Foundation
Child Advocacy Center, Inc. Capacity Building Fund
Child Advocacy Center Building Fund
Christian Associates Capacity Building Fund
Christian Associates Endowment Fund
Christian County Domestic Violence Fund
Citizens Against Domestic Violence Fund
Clinton Senior Center Service Board Operations Fund
Crisis Nursery of the Ozarks, Inc. Capacity Building Fund
Developmental Center of the Ozarks Endowment Fund
El Dorado Springs Special Olympics Capacity Building Fund
Fair Acres Family YMCA, Inc. Fund
Help Give Hope Endowment Fund
Help Give Hope Fund
Bill and Betty Kimberling Scholarship Fund (for NAMI)
The Kitchen Capacity Building Fund
The Kitchen Endowment Fund
Kornerstone Programs Fund
Literacy Council of Clinton Fund
Lost and Found Endowment Fund
Lost and Found Fund
Marie G. Lurvey Fund for Crosslines
Mid-Ozarks Casa Fund
Missouri State Highway Patrol Benevolent Fund, Inc. (THE MASTERS)
Monett Area YMCA Endowment Fund
Richard Nierman Community Education Scholarship Fund (for Kornerstone)
Our House Foundation Fund
Ozark Mountain Family YMCA Fund
Ozarks Area Community Action Corporation Endowment Fund
Agency
Partner
funds Continued
Arts
Take Flight
Continued
Ozarks Food Harvest Capital Campaign Fund
Ozarks Regional YMCA Irrevocable Fund
Ozarks Regional YMCA Endowment Fund
People Helping People Fund
Polk County House of Hope Fund
Shae Ruark Memorial Endowment Fund (for Child Advocacy Center)
Russell House Foundation Fund
Sedalia Senior Center Capacity Building Fund
The Senior Center Fund
Sigma House Endowment Fund
SEMO Area Agency on Aging Endowment Fund
Southwest Special Care Homes Fund
Springfield Association for the Blind Organizational Endowment Fund
Springfield Community Center Minority Foundation Capacity Building Fund
Springfield Host Lions Club Endowment Fund
Springfield Sertoma Club Endowment Fund
St. James Caring Center Endowment Fund
Victim Center Endowment Fund
West Vue:
West Vue, Inc. Capacity Building Fund
West Vue, Inc. Endowment Fund
West Vue, Inc. Fund
Women In Need Endowment Fund
Women In Need Fund
Wonderland Camp Capacity Building Fund
On a Mission
continued
29
Youth:
Big Brothers/Big Sisters Endowment Fund
Big Brothers/Big Sisters Endowment Fund #2
The Bolivar Optimists Endowment Fund
The Bolivar Optimists Fund
Boys & Girls Club of Poplar Bluff, Inc. Capacity Building Fund
Boys & Girls Club of the Ozarks Fund
Camp Arrowhead Endowment Fund
Camp Fire Boys and Girls Ozark Council Endowment Fund
Cape Arrowhead, Inc. Fund
The Commons Youth Building Fund
Community LOVE for Kids Fund
El Do Youth, Inc. Fund
Girl Scouts of the Missouri Heartland Council of Mtn. View Endowment Fund
Girl Scouts of the Missouri Heartland Endowment Fund
Good Samaritan Boys Ranch Endowment Fund
Houston Optimists Club Fund
Junior Achievement Adventure Capital Fund
Lives Under Construction Designated Fund
Lives Under Construction Operating Account
Mountain Grove Boy Scout Troop 50 Fund
Polk County K-Life Capacity Building Fund
West Plains Soccer Association, Inc. Fund
Whetstone Boys Ranch Capacity Building Fund
On a Mission continued from page 7
Arts Take Flight continued from page 14
The program uses
existing resources of
Springfield’s school
system, along with
those of local arts
organizations and
the Kennedy Center,
to create an arts
education plan.
“Offering a strong arts
education component
benefits students
in their intellectual,
personal, and social
development,” said
Darrell M. Ayers,
Kennedy Center Vice
President of Education.
Communities that are
part of the “Any Given At the “Flights of Fancy” event,
Child” initiative will have Brandon Martin performs a song from
“High School Musical II,” which was
access to Kennedy
produced by the Springfield Little
Center arts education
Theatre in the spring.
resources, including:
• Professional development
opportunities in the arts
and arts integration
for teachers and artists
• Resources on the Internet including lesson plans,
interactive modules, and videos
• Other Kennedy Center arts education programs.
Stewardship Ozarks
This initiative completed its third and final matching challenge
for conservation organizations in the Ozarks during spring
2010. Six organizations raised more than $55,000 for their
stewardship endowment funds and were matched dollarfor-dollar, resulting in more than $110,000 for conservation
endowments. These funds will ensure a continued source
of funding for these organizations that work collaboratively to
strengthen conservation efforts in our region.
The Stewardship Ozarks Initiative has granted more than
$579,000 to support conservation projects and endowmentbuilding campaigns since its establishment in 2007, resulting
in more than $1 million in conservation endowment funds for
the Ozarks. The initiative was made possible by Johnny Morris
on behalf of Wonders of Wildlife, as well as by leadership
contributions from Gregg and Nancy Galbraith, Larry and Dr.
Nancy O’Reilly, Todd and Betty Parnell, and the Upper White
River Basin Foundation. Support also comes from Sally Baird,
the CFO’s Philanthropy Initiative, Susie Henry, and Dr. Tom and
Dr. Kim Prater.
Grantmakers’ Challenge for Children
This challenge wraps up a five-year effort in 2010 to
address the pressing challenges facing many children in
Springfield. These challenges, which include education systems
ill-equipped to educate growing numbers of impoverished
children, at-risk children lacking appropriate healthcare access,
and domestic instability and poverty in the home, certainly
receive institutional and volunteer resources. However, the
Grantmakers’ Challenge for Children was established to address
the research in the Community Focus Report: 2004, 2005,
2007, and 2009, which all clearly stated more support is needed. As of July 2010, 34 organizations and families participating in
the Grantmakers’ Challenge for Children have given more than
$20.6 million to support a host of organizations and programs that
address children’s needs outlined in the Community Focus reports. Annual
Report
FY 2010
Community Foundation of the Ozarks, Inc.
Statement of Financial Position
ASSETS
Current assets:
Cash and temporary cash investments
June 30
2010
2009
$12,854,309
$8,714,778
Total current assets:
12,854,309 8,714,778
Investments:
Commingled investment pool Other investments Supporting organization 96,518,821 14,577,463
9,073,007 84,758,327
14,157,702
9,103,484
120,169,291 108,019,513
Total investments Other assets:
Contributions receivable Property and equipment,
net of accumulated depreciation
of $283,573 at 2010 and $225,307 at 2009 Cash surrender values of life insurance policies Other 752,088 767,489
1,374,465 1,843,709 34,732 1,411,076
1,818,393
—
4,004,994 3,996,958
$137,028,594 $120,731,249
Total other assets: Total assets LIABILITIES AND NET ASSETS
Current liabilities:
Current portion of annuities payable Grants payable June 30
2010 2009
$74,899 —
$44,263
719,999
74,899 764,262
Other liabilities:
Annuities payable Agency funds 617,618 27,455,366 403,324
22,284,500
28,072,984 22,687,824
6,239,861 49,408,402 53,232,448 2,950,005
43,028,648
51,300,510
108,880,711 97,279,163
$137,028,594 $120,731,249
2,847,145 2,631,441
$139,875,739
$123,362,690
Total current liabilities Total other liabilities Net assets (restated for 2009):
Unrestricted Temporarily restricted Permanently restricted Total net assets Total liabilities and net assets Regional Community Foundation
assets listed by agreement Combined total assets: 31
Community Foundation of the Ozarks
Schedule of Combined Foundation and Agency Funds Activity
Year ended June 30, 2010 Support and revenue:
Contributions
Investment income
Management fee revenue
Net realized gain (loss) on
investment transactions
Net realized gain (loss)
on investments
Annuity actuarial adjustments
Foundation
Funds
Year ended June 30, 2009
Agency
Funds
Total
Foundation
Funds
Agency
Funds
Total
$12,470,133
1,747,946
1,098,336
$10,970,713
485,879
—
$23,440,846
2,233,825
1,098,336
$10,758,917
1,812,466
955,883
$ 5,877,231
623,740
—
$16,636,148
2,436,206
955,883
(304,585)
(20,823)
(325,408)
(556,038)
91,619
(464,419)
9,365,670
(319,905)
1,929,298
—
11,294,968
(319,905)
(17,774,069)
170,124
(3,727,809)
(5,948)
(21,501,878)
164,176
24,057,595
13,365,067
37,422,662
(4,632,717)
2,858,833
(1,773,884)
9,874,574
1,007,175
7,821,723
222,063
17,696,297
1,229,238
8,722,627
874,224
7,246,028
203,190
15,968,655
1,077,414
13,382
12,770
245,185
1,302,961
—
534
149,881
—
13,382
13,304
395,066
1,302,961
7,553
19,949
184,581
1,279,125
—
391
5,220
—
7,553
20,340
189,801
1,279,125
Total expenses
12,456,047
8,194,201
20,650,248
11,088,059
7,454,829
18,542,888
Increase (decrease)
in available funds
11,601,548
5,170,866
16,772,414 (15,720,776)
Total fund balance,
beginning of year
97,279,163
22,284,500
119,563,663
Total support and revenue
Expenses:
Grants
Fund administrative fees
Cash value life insurance
premium expense
Interest expense
Other fund expenses
Management and general
Total fund balance,
end of year
C
24.274
26.097
32.292
38.6
44.109
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
139.875
123.362
144.118
136.544
110.769
87.946
71.383
20.02
13.96
Assets of the Foundation
1996
112,999,939
(4,595,996) (20,316,772)
26,880,496
139,880,435
$108,880,711 $27,455,366 $136,336,077 $97,279,163 $22,284,500 $119,563,663
51.061
2010
ontributions and increases in assets
from all funds for the fiscal year
were more than $23.4 million. Grants and
distributions from all funds, less the reduction
of grants payable, and including agency
funds for the year totaled $18.2 million.
The financial statements of the Community
Foundation of the Ozarks for the years ended
June 30, 2010 and 2009 have been audited
by The Whitlock Company, Certified Public
Accountants. Copies of their unqualified
report are available for review at the
Foundation’s office.
Annual
Report
FY 2010
More Schools Say Yes to YEP
T
Challenge,” a
video competition
in which students
described a YEP
project or concept.
Ozark High School
YEP students won
a $2,500 first prize
for their video
“Someday We’ll all
be Philanthropists”;
Carl Junction
won the $1,000
second prize; and
Stockton, Fair
Grove, and Hollister
received third
Students and sponsors from the Seymour YEP attend the 2009 Youth Philanthropy
Conference, where they shared information about service, fundraising,
prizes and $500.
and grantmaking.
YEP students
during the school year.
used a number of creative fundraisers
“With the YEP funds, we purchased
in order to make grants and then follow
art
supplies which were specially
up to ensure fiscal responsibility with
designed
for my students with special
those grant dollars.
Regional YEP
needs
because
it adapts to them not
“I heard it would be good for college,
The growth of the regional YEP
having
fine
motor
skills,” Kloppenburg
so I joined. Then I realized what we
chapters is due in large part to the
said.
“My
students
enjoy using the
were really doing is helping people,”
new relationships created between the
loop
scissors,
which
spring back open
Carl Junction student Torie Smith said.
CFO and rural school districts through
automatically,
and
the
large triangular
“I feel good about being able to raise
the Rural Schools Partnership. These
crayons,
which
are
easier
to grasp.”
money and give it to kids who really
regional YEP chapters now span the
need it.” southern tier of Missouri. Many YEP
Previously
YEP
chapters received youth-oriented grants Springfield YEP
established YEPs:
Chapters
from the Rural Schools Partnership.
Springfield YEP representatives from
Ava
“People are really impressed with our Bailey, Catholic, Central, Glendale,
(Douglas County)
New Chapters
Buffalo
group. I’m often told that it’s so nice to
in 2009-10
Greenwood, Hillcrest, Kickapoo, and
Carthage
see people helping people,” McAuley
Parkview schools worked together
Clinton
Bakersfield
YEP Sponsor Jane Fethers said. “That’s
Dadeville
Billings
to benefit Springfield youth
Eldon
Carl Junction
through community
Gainesville
Fordland
through volunteerism as
(Ozark County)
(gardening)
well as grantmaking.
Lockwood
Halfway
Eldon
Hollister
Springfield YEP students
Logan-Rogersville
Logan-Rogersville
granted nearly $5,000 to
Mansfield
(gardening)
meaningful youth-directed
(gardening)
Malta Bend
projects to benefit the local
Monett
McAuley
Nixa
(Joplin)
community. The grant
Ozark
Norwood
awards included projects that
Seymour
Purdy
purchased books, fed children
Springfield
Seymour
Springfield YEP students assemble meal packages for the
Stockton
(gardening)
Kitchen’s food distribution warehouse during a YEP volunteer day. in need, funded extracurricular
Warsaw
Sherwood-Cass
activities, and encouraged
what this is really about - helping. I’m
youth gardening.
For more information about the Youth
so proud our students are doing that.”
Empowerment Project of the Ozarks, contact
Central High School teacher Kevin
Bridget Dierks at (417) 864-6199, or visit
Regional YEP students also
Kloppenburg was one of 12 applicants
the YEP website at www.yepozarks.org.
participated in the “60 Second
who received a Springfield YEP grant
he Youth Empowerment Project
of the Ozarks nearly doubled from
17 to 31 chapters during the 2009-10
school year, increasing the number
of young philanthropists working in
communities across southern Missouri.
YEP is based on four tenets of
community involvement:
• Education
• Service
• Fundraising
• Grantmaking
YEP students work to educate other
young people as well as adults about
the importance of youth community
involvement. YEP students also
believe in local, purposeful community
volunteerism. By working together to
raise funds, the YEP chapters make
grants to local projects that benefit
young people in their hometowns.
the first
y e ar
FY 2010
Rural Schools Partnership Invigorates
and Innovates in Year One
Increase philanthropic support for rural schools
Promote community collaboration
W
Support place-based education
ith accomplishments ranging from national attention for an innovative scholarship program to grants
focused on sustaining small communities, the Rural Schools Partnership far exceeded expectations
for its first year.
This success is attributable to the planning of the Foundation’s regional committee, chaired by outgoing
CFO Board Member Leon Combs of Bradleyville, and the numerous donors and volunteers involved in the
Partnership’s various programs and projects since its August 2009 launch.
“Schools are the lifeblood of rural communities, providing not only education, but also the social center of
the areas,” Combs said. “Small, vibrant communities that have lost their schools to consolidation or to larger
systems often become ghost towns. Stores close, farms go on the market for sale, young people leave the
community and ultimately the village disappears.
“The Rural Schools Partnership is a dream come true for such communities,” he said. “The organization’s
approach to place-based education and its emphasis on training and retaining teachers in rural areas will
reinvigorate schools all over the country.”
First-year highlights include:
Establishment of more than 100 school-related funds with
combined assets of $1.2 million.
Involvement of 95 school districts – many where no prior
CFO programs had existed.
Creation of the Ozarks Teacher Corps to recruit and prepare
rural students to return to their hometowns as teacher/
leaders. Eighteen teacher-education majors (eight juniors
and 10 seniors) from Ozarks’ small towns were selected to
participate. At least eight students will be added each year
who will be supported by a tailored professional development
effort. This program is supported by a $1.7 million bequest
from the Chesley and Flora Lee Wallis Scholarship Fund.
Distributions of $180,000 in grants to support placebased education strategies. The grants were made
possible through a partnership between Commerce
Trust’s Louis L. Coover and Julia Dorothy Coover
Charitable Foundation and the CFO’s Stewardship Ozarks
Initiative, and other sponsors.
Development of student-led entrepreneurial community
gardens in four communities through a $300,000 grant from
the Missouri Foundation for Health to the Fordland Clinic,
with $30,000 in start-up grants and technical assistance
from the CFO.
Development of a “Rural Education Center” proposal
with Missouri State University for its satellite campus in
West Plains. If approved by the Missouri Department
of Elementary and Secondary Education, the proposal
will feature an experiential teacher-preparation program
focusing on rural education.
Hosting the first “Rural Education Rendezvous” in
Thomasville, Mo., with nearly 130 people attending,
including representatives from the U.S. Department of
Education and The Rural School and Community Trust.
Participation by 25 school foundations or local community
foundations in the Harry Cooper Supply Company
Campaign for the Ozarks Phase II initiative to establish
$750,000 in new school-based endowment funds for
academic endeavors.
Selection of 25 school districts to join a cohort working
with The Rural School and Community Trust’s Rural
Schools Innovation Network, supported by an anonymous
donor.
Expansion of the CFO/RSP Youth Empowerment Project
to 31 local young philanthropist leadership teams in
different communities, with a CFO staff coordinator
supporting site-based leaders.
Down By the River
Students Share Commitment to Rural Education
Thomasville, Mo. – Along the verdant bank of the Eleven Point National
Scenic River on a bright May afternoon, the inaugural class of the Ozark
Teachers Corps recounted how their own experiences in rural schools
inspired their commitment to return to those roots.
They were among more than 125 rural educators, highschool and college students who came to Thomasville, a town
so tiny it doesn’t register a population in the U.S. Census
and has a one-sentence entry on Wiki. They gathered at the
Thomasville Community Center, a classic native rock 1938
schoolhouse that was built under the New Deal cornerstone of
the Works Progress Administration. It’s been carefully restored
by benefactor Roger D. “Dusty” Shaw, whose parents headed
west from Chicago in 1931 and found what they wanted in
Thomasville. Today, his family runs the 15,000-acre Eleven
Point Ranch adjacent to the river.
Shaw, a CFO board member, reminisced with some of the
visitors about long-ago basketball rivalries or distant family
members found in the old school photos. The conference
day coincidentally fell on the 75th anniversary of the WPA and
Shaw was justifiably proud of this center for family reunions,
community gatherings and a branch library. His only lament is
that this historic school building is missing one key element –
students to go there.
It’s a lament the Rural Schools Partnership doesn’t want more
towns to experience. The concept for this project resonated
with Gary Funk, who has stepped into a new role focusing on
rural education for the CFO after seven years as President.
With a background in teaching and a passion for sustaining
rural communities, Funk spent much of the past year building
alliances among rural educators to create more with less, while
putting grant and scholarship monies on the table to help.
“We want to create leaders who are essentially activists for rural
communities,” Funk told the Teacher Corps’ students gathered
around picnic tables for a discussion with John White, the U.S.
Department of Education’s rural education liaison.
“You are all at the threshold of something very, very interesting.”
John White, the U.S. Department of
Education’s deputy assistant secretary for
rural outreach, made the day-plus trip from
Washington to Thomasville to see how the
Teacher Corps model might be replicated
in other rural areas. He believes it will take
the efforts of all three sectors – public,
private and non-profit – to fill the significant
shortage of teachers forecast over the next John White
five years.
“We know rural philanthropy is alive and well and we’re
going to try to set the stage to help more rural schools and
communities invest in and rebuild themselves,” he said.
The students shared with White, and The Rural School and
Community Trust’s Robert Mahaffey,
why they want to teach in rural districts,
realizing full well they’ll be dealing with
issues ranging from 75 percent free and
reduced-lunch populations to students on
daily school bus commutes of two hours –
each way.
For Jessica Joiner, a Drury University
Jessica Joiner
returning adult student who runs a busy
household in Lebanon, the decision is distinctly personal. She
wants to look out for other kids like her son, Bennie, who has
Down Syndrome.
“Sometimes in rural
communities, they are
loved, but they are lost,”
she said.
Still in the afterglow
several days later,
Joiner recounted the
conversation on the
shuttle returning the
students after the
conference: “We couldn’t
believe we were sitting
around on picnic tables
with this federal leader
and he wanted to hear
our opinions about rural Thomasville Community Center
schools and even what we think about No Child Left Behind.”
Others shared with White and Mahaffey the role teachers had
in their lives outside of the classroom; they remember notes
from teachers written years ago and recall how teachers were
like family to them.
“Teachers were always a big part of our lives whether at
school functions or at the rodeo,” said Melissa Payne, an
elementary education major from Sparta. “I think what
made me want to be a teacher was how they treated us
as students.”
Continued on next page
Eleven Point National Scenic River
by Aaron J. Scott
2009-10 Coover
Grant Awards
The CFO’s Rural School Partnership
selection committee awarded $175,000 to 11
projects in the inaugural round of the Coover
Place-Based Education Grants Program
made possible through the Louis L. and
Julia Dorothy Coover Charitable Foundation
Regional Grantmaking Program, a partnership
between Community Foundation of the
Ozarks and Commerce Trust Company.
Fair Grove Public Schools: $14,000 for
place-based writing groups and creative
literary activities with the Fair Grove
Historical Society and The Foundation for
Fair Grove Public Schools.
Ste. Genevieve Valle Catholic K-12:
$20,000 to partner with the Missouri
Department of Natural Resources and local
groups on curriculum to promote student
understanding of different area cultures. Aurora High School: $19,325 to purchase
alternative energy modules to teach about
alternative energy sources.
“Project Battle Hartville”: $5,000 for
research, interviews, field trips, conferences,
and discourse, to compile historical data. Clinton Christian Academy: $20,000
to create a multidisciplinary historical
preservation resource for the Clinton
community.
Purdy High School: $16,000 for
improvements to a full-service, industrialrecycling program serving the school
and community.
Ozark Public Schools: $18,500 grant to
expand current Ozark history study for
second graders by involving high school
students and the Christian County Historical
Society and Museum.
“Preserving the Past for a Place in the
Future”: $13,300 for 10-15 Hermann High
School upperclassmen to research what
education was like in Hermann before 1955.
Willard R-II Special Services: $20,000 to
build a transition house for special needs
secondary students in a joint effort between
special services and the high school Building
Trades program.
Gainesville Public Schools: $13,057 to use
history and agriculture classes to interview
residents about Ozark County’s agricultural
history and also to research the green
energy woody biomass project for Gainesville
High School. Hollister Public Schools: $16,000 for a twopart project: The STAR (Supporting Tigers at
Risk) Alternative school will develop a startup flea market booth business and science
students will design and build a rain garden
to channel drainage from the Middle School. The 18 members of the inaugural Ozarks Teacher Corps shared their insights with national
education leaders at the May conference in Thomasville, Mo.
Down by the River continued
Lest anyone get too intoxicated by the afternoon sun, the pastured horses or
the river’s lure, Dr. Kevin Goddard, superintendent in the Shannon County seat of
Eminence, pop. 548, injected a note of skepticism. He said he’s been less than
enthused with the depth of his teacher applicant pool in recent years. And he added
that he doesn’t always see the work ethic required to propel teachers from good to
great in a challenged district. Still, his district is in the Rural Schools Partnership
and he’s vested in its success.
Goddard wants to make sure rural districts with identified weaknesses in certain
areas aren’t perpetuating that by returning teachers from those systems back into
them. He’s looking for candidates who’ve learned from “getting their butts kicked”
in college courses.
“The idea of recruiting hometown talent, I fully believe in that,” he said. “The
premise behind this program is spot on. They’re vested in their communities and
want to see the schools do well.”
This cadre of future rural Missouri educators intends to live up to those expectations.
Albert Bryant, a secondary math major from Everton also profiled in an Education
Week report on the RSP, put it this way: “I really have a heart for small schools. A
lot of towns like Everton have a bad reputation for giving second-rate education and
that’s just not true at all. I really hope I can make a difference there.”
Resources
Rural Schools Partnership
www.ruralschoolspartnership.org
Contact: Julie Leeth,
(417) 864-6199; [email protected]
“Efforts to Build Rural
Leadership Gain Steam”
Education Week, Aug. 5, 2010
http://bit.ly/bKQoSM
“Rural Education Rendezvous” video:
http://vimeo.com/15375210
U.S. Dept. of Education
Thomasville blog post
http://bit.ly/94gxbt
The Rural School and Community Trust
www.ruraledu.org
Rural School Innovation Network
www.ruraledu.org
“The Hobbit Effect: Why Small Works
in Public Schools”
Lorna Jimerson, 2006
www.ruraledu.org/articles.php?id=2026
37
Affiliate
Foundations
Bond Southern
Missouri Communities
T
he Community Foundation of the Ozarks is proud to
partner with 42 regional affiliate foundations spanning
southern Missouri.
From the 1993 creation of the Nixa Community Foundation
as the CFO’s first affiliate to 2010 when the Meramec
Regional Community Foundation became the 42nd, these
regional foundations have promoted philanthropy to
strengthen their communities, leverage resources, and
collaborate with the public and private sectors on community
betterment efforts. Today, our affiliate and regional funds
comprise $61,995,173 of the CFO’s total assets.
This year’s affiliate section reflects the diversity of ideas,
initiatives, goals, and grant programs undertaken by the
dedicated volunteers who serve on the boards of these 42
regional foundations.
Directory of Affiliate Foundation Profiles
Nixa Community Foundation
38
Marshfield Area Community Foundation
52
Oregon County Community Foundation
39
Meramec Regional Community Foundation
53
Dallas County Community Foundation
39
Ripley County Community Foundation
53
Crawford County Foundation, Inc.
40
Greater Seymour Area Foundation
54
DACO Community Foundation
40
St. James Area Community Foundation
54
Monett Area Community Foundation
41
Republic Community Foundation
55
Benton County Community Foundation
42
Community Foundation of the Lake
55
Lockwood Community Foundation
42
Ste. Genevieve County Community Foundation
56
Bolivar Area Community Foundation
43
Bourbon Community Foundation
56
Taney County Community Foundation
44
Stockton Community Foundation
57
Cassville Community Foundation
45
Willard Children’s Charitable Foundation
58
Douglas County Community Foundation
46
Truman Lake Community Foundation
59
Newburg Community Foundation
46
Finley River Community Foundation
60
El Dorado Springs Community Foundation
47
Aurora Area Community Foundation
61
Dent County Community Foundation
47
Willow Springs Community Foundation
61
Eldon Community Foundation
48
Community Foundation of Southwest Missouri, Inc.
Community Foundation of the Hermann Area, Inc.
49
Hickory County Community Improvement Foundation
64
Jacks Fork Community Foundation
49
Mount Vernon Area Community Foundation
64
Community Foundation of West Plains, Inc.
50
Ozark County Community Foundation
65
Houston Community Foundation
51
Table Rock Lake Community Foundation
66
Mountain Grove Area Community Foundation
51
Butler County Community Foundation
66
62-63
Annual
Report
Nixa
Community Foundation
FY 2010
Nixa Community Foundation
The new Nixa Veterans
Memorial was built to honor
the sacrifices of all veterans
and ensure their efforts are
never forgotten.
Nixa Affiliate Partners to
Create Veteran’s Memorial
T
he Nixa Community Foundation, the CFO’s oldest affiliate,
established more milestones over the past year, including
surpassing previous grantmaking totals.
The Foundation awarded nearly $37,000 to 21 agencies during its
annual community awards banquet, which includes the presentation
of several civic awards, President Sharon Whitehill Gray said.
Active grantmaking is not the Nixa Foundation Board’s only
interest. They are effective fundraisers as well. After securing
$33,550 to receive the $10,000 match from the Harry Cooper
Supply Company Campaign for the Ozarks in the previous fiscal
year, the Board has been contemplating how to make the best use
of this funding to make a lasting difference for Nixa.
The Board takes a leadership role in recognizing its citizens in
a variety of ways, which was demonstrated through its initiative in
creating the Nixa Veterans Memorial. A joint effort was established
among the City of Nixa, the VFW Post, the American Legion, the
Nixa Chamber of Commerce and the Nixa Community Foundation
to create the memorial. The idea for the monument was developed
through suggestions from area veterans. It’s located at the Nixa
Established Nov. 18, 1993
105 Sherman Way, Ste. 108
Nixa, MO 65714
www.nixachamber.com
Board of Governors:
Sharon Whitehill Gray, President
Hattie Carther
Leigh Hall
Chandler Johnston
Debby Lawson
Betty Ann Rogers (deceased)
Jimmy Sebree
Chris Thomas
Ken Worthley
Contact Information:
Sharon Whitehill Gray, President
(417) 725-1545
FY10 contributions: $249,822
FY10 distributions: $108,736
Distributions since inception: $720,829
Total Assets: $1,544,739
New Funds Established:
Callicott Family and Friends Fund – Established
by Mitchell (Mitch) Callicott to support
his charitable giving. Frank Harding Memorial Fund –
Established by Cindy Harding for
students in the Nixa School District.
Least of These Capacity Fund –
Established to assist with its shortterm goals.
Least of These Endowment Fund – Established to support
its long-term goals. Least of These Building Fund – Established for its capital
campaign for a building project. Nixa Area Arts Council Capacity Fund – Established to
support its more short-term goals. Nixa Azalea Festival Fund – Established by the Nixa Area
Chamber of Commerce to support the Nixa Azalea Festival.
Community Center
because of its “visibility
and popularity,” Nixa Parks
and Recreation Director
Kelly Hasner said.
The Foundation
organized donations for the
memorial’s construction, and provided an incentive by matching
$3,000 in funding received.
Taking a similar leadership role in meeting the basic needs of
the community, the Nixa Foundation raised almost $13,000 to
take advantage of matching funds through the Wal-Mart State
Foundation’s partnership with Ozarks Food Harvest for the Ozarks
Million Dollar Hunger Challenge Program.
Individuals and organizational representatives attending the
Foundation’s annual dinner were encouraged to take an active
role in this process, with the firefighters of the Nixa Fire Protection
District issuing the challenge to the community by making an initial
contribution of $500 to the effort.
Nixa Education Foundation Legacy Fund –
Established to support Nixa academic
programs as part of the Cooper Phase
II Challenge. Nixa Hunger Challenge Fund – Established as part of the
Ozarks Million Dollar Hunger Challenge. Distributions
will be made to Ozarks Food Harvest for the pantries
serving the Nixa area. Nixa Veterans’ Memorial Fund – Established by Albert
Michel to support the Nixa Veterans’ Memorial. Previously Established Funds:
Bricks & Mortar Fund
Care to Learn - Nixa Fund
Century of Learning Alumni Scholarship Fund
Christian County Domestic Violence Fund**
Christian County Optimists Club Skate Park Fund
Dorinda’s Dream Fund*
Tracy Anderson Memorial Fund
Glenn and Irene Ball Fund
Denzil Morris Family Athletic Scholarship Fund
Austin and Leona Dunham Fund
Jess J. Graham Fund*
Claude E. and Etta Grace Hilton Fund*
Mack Road Memorial Fund
Kevin “Cub” Martin Memorial Scholarship Fund
McCroskey Family Fund (unrestricted)
Doug Nimmo Scholarship Fund
Nixa Area Arts Council Fund
Nixa City Employees Fund
Nixa Community Foundation Administrative Fund
Nixa Fire District/Local 3904 Nixa Shop Fund
Nixa Fire District/Local 3904 Nixa Shop Unrestricted Fund
The Nixa Fund
Nixa Education Foundation Endowment Fund
Nixa Education Foundation Fund
Nixa Rotary Park Fund
Nixa School District Teachers & Employees Fund
Nixa Sucker Days/Rex Harp Scholarship Fund
Nixa Youth Empowerment Program Capacity Building Fund
Ozark Bank Fund
Betty Ann Rogers Family and Community Fund
Shaffer & Hines Corporate Unrestricted Fund
Edna B. Wasson Family Fund
Pansy Wasson Memorial Fund
Shane Whitehill Family Memorial Fund
* Established as an at-large fund of the Community
Foundation of the Ozarks
** Also a component fund of the Finley River
Community Foundation
Legacy Society Members:
Mr. and Mrs. Jess Graham (deceased)
Sharon Whitehill Gray
Jane Kennon
Betty Ann Rogers (deceased)
Mark Sellenriek
Community Grants:
Nixa Veteran’s Memorial Fund: $3,000
Least of These
School supplies: $366
Generator & freezer: $6,000
Ozark Senior Center, Nine ceiling fans: $276
University of Mo. Extension Office,
Step Up to Leadership: $1,000
Child Advocacy Center, funds to
serve Christian County: $2,250
Nixa Amateur Radio Club, TE System: $1,300
Nixa Junior High School,
Science Education games: $967
Nixa Junior High School, audio books: $950
High Pointe Elementary, wheelchair platform
for swing: $1,328
Nixa Parks and Recreation, national archery
in the schools: $1,500
Thomas Elementary School, ELMO: $710
Century Elementary School
Six flip ultra camcorders: $450
Reading milestones, Level 2-4: $1,617
Mathews Elementary PTA, reading
recovery program: $3,200
High Pointe Elementary, literacy library: $1,980
Heart 4 Women, Purity, Passion and Pearls: $1,500
University of Mo Extension Office,
CC 4-H Butterfly project: $1,000
Developmental Center of the Ozarks, DVD player,
access and activity trip: $986
Shapes Mentoring, awareness, recruitment and
PR video: $2,000
Champion Athletes of the Ozarks,
programs in Christian County: $1,000
Main Street School, two document cameras for
science lab: $1,240
Boy Scout Troop 200, chuck boxes: $1,100
Care to Learn - Nixa: $3,000
Nixa R-II School District, Main Street Elem.
Enviornmental Club: $288
39
Churches Credited with Hunger Challenge Success
O
regon County not only rose to the
challenge, but surpassed it. That
was the Ozarks Million Dollar Hunger
Challenge, which exceeded its $5,300
goal by $181 in Oregon County to receive
dollar-for-dollar matching funds from the
Walmart State Giving Program.
Foundation Board Member Joe Crider
credits the efforts of the faith community in
Oregon County for raising nearly half of the
overall total. He said the churches are faithful
supporters of the Oregon County Food Pantry
all the time, but they received additional
inspiration from the challenge grant.
“Everyone was excited about the fact that
they could double their money,” Crider said.
“They wish they could do that all the time.”
Terri Wrenfrow, director of the food pantry,
said it is serving about 300 families a month
from its two locations in Alton and Thayer.
She said the pantry is seeing more elderly
residents needing assistance through the
recent economic downturn. The pantry
is running another successful program
supported by the faith community where a
specific item is requested each month and
parishioners donate that particular nonperishable, such as spaghetti sauce.
FY10 contributions: $56,945
FY10 distributions: $16,182
Distributions since inception: $38,615
Total Assets: $157,217
Established Aug. 3, 2007
P.O. Box 97
Alton, MO 65606
Board of Governors:
Gary Cross, President
David Crews
Joe Crider
Stacy Hambelton
Ed Hatten
Jim Hart
Contact Information:
Gary Cross, President
(417) 778-7490
New Funds Established:
Alton Public Schools Foundation:
Alton Schools Academic Endowment Fund –
Established to support academic programs in the
Alton school district. This fund has been established
as part of the Cooper Phase II Challenge of the
Rural Schools Partnership. Alton School Music Fund – Established to support
music programs in the Alton School District. Alton School Projects Fund – Established to support
special projects at the school, beginning with a
school sign. Oregon County Hunger Challenge Fund – Established as
part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest for
the pantries serving the Oregon County area.
Selah Place of Oregon County Fund – Established to
support a domestic violence shelter. Selah Place of Oregon County Endowment Fund –
Established to support a domestic violence shelter. Rich and Teresa Wallace Scholarship Fund – Established by
Rich and Teresa Wallace to award to a graduating senior
of Couch High School for students with financial need
in the top 25 percent of the graduating class.
Wendell P. and Rebecca Williams Family Endowed
Scholarship – Established for Alton graduating seniors.
Previously Established Funds:
Alton Junior and Senior High Athletic Fund
Alton Public School Foundation Fund
Alton Public School Foundation Endowment Fund
Alton Public School Foundation Unrestricted Fund
Justin Crews Memorial Scholarship Fund
Leon DuBois Memorial Scholarship Fund
Oregon County Community Grantmaking Fund
Oregon County Literacy Fund
Larry Wallace Endowed Scholarship Fund
Board Busy with New Fund Development
he Dallas County Community Foundation Board, under the leadership of President
Bill Monday, has added several new funds by actively participating in both the
Ozarks Million Dollar Hunger Challenge and the Cooper Phase
II Challenge.
Individuals and families in the region will benefit from the
assistance provided to area food pantries, as well as improvements
at the Shewmaker Performing Arts Center. Grants provided by the
Dallas Foundation Board also benefited Dallas R-I school children
through special projects and performances, as well as offering
prescription assistance for individuals who access the area
free clinic.
Established Oct. 28, 1998
P.O. Box 85
Buffalo, MO 65622
Board of Governors:
Bill Monday, President
Janice Bramwell
Jim Hamilton
Elwin D. McCurry
Barbara Weaver Pyatt
Dr. Jane Pyle
Contact Information:
Bill Monday, President
(417) 345-2251
FY10 contributions: $13,410
FY10 distributions: $17,350
Distributions since inception: $84,961
Total Assets: $281,896
New Funds Established:
Dallas County Hunger Challenge Fund – Established
as part of the Ozarks Million Dollar Hunger
Challenge. Distributions will be made to Ozarks
Food Harvest for the pantries serving the Dallas
County area. Dallas County Pet Outreach Program Fund –
Established to provide for the needs of animals in
the Dallas County Area.
Shewmaker Performing Arts Center Technology
Enhancement Fund – Established by the
Dallas R-I School District for the Shewmaker
Performing Arts Center. It is part of the Cooper
Phase II Challenge. Previously Established Funds:
Buffalo Rotary Club Davis and
Mallory Memorial Fund
Buffalo Rotary Club Davis and
Mallory Memorial Scholarship Fund
Buffalo Youth Empowerment Program Fund
Dallas County Arts Council Fund
Dallas County Community Foundation
Administrative Fund
Dallas County Fund
Dallas County Health Foundation Fund
Kenneth Nyberg Memorial
Scholarship Fund
Dale and Deborah Redd Scholarship Fund
Larry A. Weaver, Jr. Memorial
Scholarship Fund
Community Grants:
Dictionary Project 2009 for 3rd graders: $1,000
Dallas County Betterment Association: $1,000
Dallas County R-I School District, live band
performance: $750
Dallas County Health Department, prescription costs
for free clinic: $1,000
Dallas county
Community Foundation
Dallas County Community Foundation
T
Oregon county
Community Foundation
Oregon county Community Foundation
Annual
Report
FY 2010
crawford county
Foundation, INC.
Crawford County Foundation, Inc.
New Field of Pride Opens at High School T
The Cuba community held a black-and-gold
themed celebration and ribbon cutting in May
for the new Wildcat Field of Pride.
FY10 contributions: $464,502
FY10 distributions: $250,781
Distributions since inception: $603,068
Total Assets: $1,278,580
New Funds Established:
Previously Established Funds:
All Aboard NAP Account
Anonymous Family Fund
Crawford County Foundation Administrative Fund
Crawford County Community Grantmaking
Endowment Fund
Crawford County R-2 Schools
Foundation Inc/Steelville Scholarship Fund
Cuba War Memorial Fund
Ed Mitchell Memorial Scholarship Fund
Mid-Ozarks CASA Fund*
Bill Wallis Charitable Foundation
Bill Wallis Scholarship
All Aboard Learning Center Building Fund
All Aboard Learning Center Fund
*This is also a component fund of the Bourbon
Community Foundation
Cuba Development Group Fund –
Established to support the
group’s purposes.
Wildcat Field of Pride Fund –
Established by the Crawford
County Foundation, Inc., to
support the construction of a new sporting field at
the Crawford County R-11 School District. DACO
Community Foundation
he new Wildcat Field of Pride is a major
source of pride for the Crawford County
Foundation, Inc., which created a fund to
support refurbishing the track and football
field for the Crawford County school district.
Foundation President Kathy Lasley said
the school district can now host track meets,
which wasn’t possible with the old track. The
new outdoor track is 400 meters with eight
lanes and the project also included track
equipment, a new ticket booth, front-gate
entrance, and locker-room improvements.
“It’s state of the art,” she said.
At the May 7 dedication for the new
track, retiring School Superintendent
Waymon Boast credited the Foundation for
bringing the project to fruition after years of
fundraising efforts.
Rachel Andreasson, a Crawford
County Foundation, Inc., board member,
addressed the crowd, personally thanking
everyone involved in fundraising and
singling out the individual efforts of both
Kathy Herman who pushed so hard for
the track project to become a reality, and
Dave Workman, whose local construction
company finished out the ticket booth and
locker room phases of work.
As an added benefit, it also provides a
great walking track that is popular with
community residents.
Established in 2001
106 E. Washington
Cuba, MO 65453
Board of Governors:
Kathy Lasley, President
Rachel Andreasson
James Barnett, Jr.
Joe Cason
Kathy Herman
Tina McGinnis
Jason Mehl
Amy Mitchell
Kimberly A. Robinson
Dennis Roedemeier
Shirley Rutz
Jerri Sites
Kay Steffen
Lynn Wallis
David C. Workman
Contact Information:
Kathy Lasley, President
(573) 885-6772
DACO Community Foundation
DACO Raises $2,500 for Hunger Challenge Match
T
he DACO Community Foundation
received more than $2,500 in fiscal year
2010 to be matched in the dollar-for-dollar
Ozarks Million Dollar Hunger Challenge by the
Walmart Foundation State Giving Program.
These funds will support local food pantries
serving the communities of Dadeville, South
Greenfield, Everton, Arcola, and Greenfield
in Dade County. This project brought more
than $5,000 to support hungry families in the
DACO region.
FY10 contributions: $14,210
FY10 distributions: $4,889
Distributions since inception: $21,470
Total Assets: $25,564
New Funds Established:
DACO Hunger Challenge Fund – Established as part
of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest
for the pantries serving the DACO area. Landreth Scholarship Fund – Established to award to a
Dadeville R-2 High School graduate on the basis of
character, scholastic achievement, financial need,
and ambition. Previously Established Funds:
DACO Community Grantmaking Endowment Fund
Dade County Victim Service Center Fund
Dadeville Youth Empowerment Project Fund
Andrew Maxwell Memorial Fund
Community Grants:
Greenfield R-4 Schools, defibrillators: $750
Everton R-III Schools, defibrillators: $750
OACAC-Dade County Neighborhood Center: $2,500
Serving Dadeville, South Greenfield,
Everton, Arcola and Greenfield
Established Aug. 24, 2006
P.O. Box 74, Arcola, MO 65603
Board of Governors:
Chuck Daniel, President
Steve Allison
Kenny Bergman
Bob and Jeanette Blakemore
Nancy Brannon
David Cramer
Marlene DeClue
Jerry Freund
Keith Hankins
Randy and Renee Meents
Don Nevels
Debbie Worthington
Contact Information:
Chuck Daniel, President, (417) 424-3329
41
Purdy Youth Partner on Industrial Recycling Project
I
n Purdy, just a few miles south of Monett, a community
recycling revolution is taking place. Student members
of the Purdy Spanish Club have taken what began as a
small recycling drop-off site and turned it into a full-scale
recycling program on the Purdy school campus.
Sponsor Gerry Wass was looking for a partner in this
expansive project and found it with the Monett Area
Community Foundation and the Youth Empowerment
Project at CFO. By partnering with YEP and CFO,
the Purdy recycling students have connected to a
community of young philanthropists.
Additionally, this connection allowed the Purdy
students to apply for a Rural Schools Partnership grant
in the spring of 2010. The Purdy students were awarded
funding for two new balers and a can crusher in the
recycling building at the school.
“Our new equipment is fully installed and working
perfectly in our building,” Club President Preleen Cochran
said. “We’re very excited to show off the new equipment,
and the students are excited to use it as well.”
The grant, made possible by the Louis L. and Julia
Dorothy Coover Regional Grantmaking Fund of CFO
and Commerce Trust Company, helped with storage
problems in the club’s building.
“We used to have huge bags of plastic and aluminum
stacked up in our building that we would have to work
around, but that problem is solved,” Cochran said.
Purdy students proudly demonstrate the effectiveness of their new conveyer belt
“Thank you for all the help you have given us, in so
and can crusher.
many ways.”
Established Sept. 3, 1998
P.O. Box 362
Monett, MO 65708
Board of Governors:
Mark Nelson, President
Mark Brownsberger
Doug Childress
Mike Gollhofer
Gale Huffmaster
Suzette Huntress
John Jungmann
Mark Kaiser
J.D. Roberts
Jeff Scott
Robin Walker
Don Weber
Contact Information:
Mark Nelson, President
(417) 235-2265
FY10 contributions: $74,493
FY10 distributions: $85,478
Distributions since inception: $951,891
Total Assets: $1,186,313
New Funds Established:
Arc of the Ozarks - Monett Fund – Established to
support the organization’s long-term goals. Monett Cub Fund – Established by the Monett R-I
School District to support students with economic
and educational deficits and support new academic
endeavors as part of the Cooper Phase II Challenge. Purdy Recycling Project Youth Empowerment Fund –
Established by the Purdy High School Recycling/
Spanish Club to support its goals. Van Eaton Family Foundation – Established by Bill
and Linda Van Eaton to support their charitable
giving. Advisors also include their children William
Jason Van Eaton and Kyndall Paje Nixon.
Previously Established Funds:
Howard and Dorothy Anderson
Education Assistance Fund
John C. Bounous Fund
Priscilla Bradford Scholarship Fund
CACO - Bennett/Huffmaster Fund
Tom and Mary Dell Clark Memorial Fund*
Gloria June Curbow Charitable Remainder Trust
EFCO Rep Scholarship Fund
First United Methodist of Monett Fund
IDF Scholarship Fund
Kelley Family Charitable Fund
Dayton and Pearl Mackey Fund
(a designated fund for Camp Barnabas)
Dayton and Pearl Mackey Donor Advised Fund
Kenneth and Mary McShane Fund
Monett Administrative Fund
Monett Area YMCA Endowment Fund
Monett Business and Professional Women Fund
Monett Community Fund
Monett Public Schools Foundation Fund
Monett Youth Empowerment Project
Capacity Building Fund
Andrew R. Norton Memorial Scholarship Fund
Marcus O’Hara Spirit Scholarship Fund
Ozark Festival Orchestra Fund
The Patriot Family Capacity Building Scholarship Fund
Pierce City R-VI School Capacity Building Fund
Pierce City R-VI School Endowment Fund
Pierce City R-VI School Scholarship Endowment Fund
Karen Sligar Memorial Scholarship Fund
Southwest Missouri Lutheran High School Fund
Wallace Family Foundation Donor Advised Fund
Witt Family Charitable Fund
*Established as an at-large fund of the Community
Foundation of the Ozarks
Legacy Society Members:
Gloria June Curbow (deceased)
Mark Nelson
Community Grants:
Clark Community Mental Health: $3,000
Monett R-I School District, Mighty Mites Challenge
Match: $3,000
The Den (Monett Youth Center): $1,500
Lawrence County Sheriff’s Dept.: $303
Clark Community Mental Health, Rock On project: $1,000
Monett area
Community Foundation
Monett Area Community Foundation
Annual
Report
Benton County
Community Foundation
FY 2010
Benton County Community Foundation
Kinkead Sisters Establish Family Scholarship
to Support Warsaw High School Graduates
S
isters Judy and Joyce Kinkead are
proud members of the Kinkead
family, a lineage that established its roots
in Benton County almost 175 years ago
when Milton and Jane Kinkead made a
home in Tebo Bottom of Benton County.
In order to honor the long relationship
between the Kinkead family and Benton
County, the Kinkead sisters established a
fund with the Benton County Community
Foundation to support a scholarship for a
Warsaw High School graduate each year.
The scholarship, which was
established with the CFO in fall 2009,
already has provided a $600 scholarship
to a Warsaw graduate who attends
Central Methodist University. The
Kinkead sisters look forward to many
years of supporting Warsaw graduates
who have high education aspirations and
professional goals.
Lockwood
Community Foundation
FY10 contributions: $58,919
FY10 distributions: $60,613
Distributions since inception: $300,867
Total Assets: $478,975
New Funds Established:
Grace J. Alverson Memorial Scholarship –
Established by the Warsaw Education Foundation
to support a scholarship for a Warsaw High School
graduating senior. Kinkead Family Scholarship – Established by Judy and
Joyce Kinkead to honor members of the extended
Kinkead family and award to a Warsaw High School
graduating senior.
Warsaw Academic Fund – Established by the Warsaw
Education Foundation to support academic
programs and projects in the Warsaw School District.
This fund is part of the Cooper Phase II Challenge. Previously Established Funds:
Benton County Arts Fund
Benton County Community Foundation
Administrative Endowment Fund
Benton County Endowment Fund
Benton County Hospice Endowment Fund
Benton County Hospice Fund
Benton County Museum Fund
Bill and Debbie Bunch Fund
Cole Camp Library Capacity Building Fund
Cole Camp Senior Center Building & Equipment
Capacity Building Fund*
Glenn Coffey Memorial Scholarship Fund
Established 1999
P.O. Box 721
Warsaw, MO 65355
Board of Governors:
Lesli Hill, President
Suzie Broderson
Randy Eaton
Mike Gardner
Ethan Newman
Shannon Smith
Paula Spring
Tracy Spry
Donna Stelling
Jim White
Contact information:
Lesli Hill, President, (660) 438-6201
The Eaton Family Fund
Friends of the Warsaw Senior Center Fund*
Hill Family Community Fund
John and Lela Owen Educational Scholarship Fund
Harold C. and Mabel Hackler Price Scholarship Fund
Warsaw Community Project Fund
Warsaw Education Foundation Fund
Warsaw Education Foundation Endowment Fund
Warsaw Health Care Community Council Fund
Warsaw School Alumni Association
Warsaw Senior Center Capacity Building Fund*
Warsaw Youth Empowerment Program
Capacity Building Fund
Mahlon K. White Fund
*A subfund of Care Connection for Aging Services
Lockwood Community Foundation
Lockwood Establishes “Purposeful Grantmaking”
L
ockwood President Fred Lemons
and the Board of Directors have
established a format to request funding
proposals from area service providers for
quality community betterment projects.
Programs that have received funding
include the Dade County Health
Department, which established a program
to provide high school students the
opportunity to attend courses to continue
their education through G.E.D. Certification.
The program, funded through the
Lockwood Public Schools Foundation
Unrestricted Endowment Fund, has been
well received and will enhance students’
employment and continuing education
prospects. The established partnership
between the Lockwood Community
Foundation and the Lockwood City Park
program also was supported through
targeted grantmaking.
FY10 contributions: $15,347
FY10 distributions: $2,500
Distributions since inception: $18,361
Total Assets: $824,445
Established Feb. 25, 1998
P.O. Box 1
Lockwood, MO 65682
Board of Governors:
Fred Lemons, President
Larry & Marsha Allen
Clark & Beverly Blackwell
Orval & Donna Cooper
Sheldon Easson
Mike & Renee Galer
LaRue Lemons
Roger & Ella Whaley
Contact Information:
Fred Lemons, President, (417) 232-4597
New Fund Established:
Lockwood Community Foundation Academic Fund –
Established by the Lockwood R-I
School District to support its longterm goals as part of the Cooper
Phase II Challenge. Previously Established Funds:
Fred and LaRue Lemons Family Charitable Fund
Lockwood Community Foundation
Administrative Fund
Lockwood Community Development Fund
Lockwood Cultural Arts Council Fund
Lockwood Fund
Lockwood Public Schools Foundation
Unrestricted Endowment Fund
Lockwood Skate Park Fund
Lockwood Youth Empowerment Program
Capacity Building Fund
The Schilling Scholarship Fund
Community Grants:
Lockwood Library: $1,000
City of Lockwood, renovation of Smith Park: $1,000
43
Bolivar Community Succeeds at Dual Challenges
B
olivar’s emphasis has been back to the basics over the
past year.
The basics are the food, clothing, hygiene and health needs that
are at the core of two successful challenges Bolivar achieved – the
Ozarks Million Dollar Hunger Challenge and the Harry Cooper
Supply Company Campaign for the Ozarks
Phase II grant to support a Care to Learn
endowment fund.
“Both of those have been an enormous blessing for us,” said Don
Wollard, Chairman of the Bolivar Area Community Foundation. “The
timing of both things is extremely significant and helpful to both this
community and surrounding communities.”
The Bolivar community blew past its original goal of raising
$5,300 for the Hunger Challenge, ending up with more than
$11,000 matched dollar-for-dollar through the Walmart State
Giving Program. That enabled the food pantry operated by
the Salvation Army to purchase a walk-in cooler and walk-in
refrigerator – both used units in good condition found in Neosho,
Wollard said.
Bolivar, Nixa and Ozark shared a $15,000 grant from the Louis
L. and Julia Dorothy Coover Regional Grantmaking Program to
establish the Care to Learn program founded in Springfield by Doug
Pitt to support emergency health, hunger and hygiene needs.
To extend the grant resources, Bolivar then raised $20,000 to
receive a $10,000 Cooper Phase II match to establish a new Care
Established April 4, 2003
215 S. Main
Bolivar, MO 65613
Board of Governors:
Don Wollard, Chairman
Dan Bunch
Neal DeShazo
Shane Dublin
Lindsey Godfrey, Vice-Chairman
Debbie Ivie McQuay, Secretary
Dorothy Isdell
Lou Thelen Kemp
Betty Lemons
Kelly Parson
Contact Information:
Don Wollard, Chairman
(417) 326-2576
FY10 contributions: $146,295
FY10 distributions: $87,209
Distributions since inception: $749,380
Total Assets: $1,165,362
New Funds Established:
Bolivar Hunger Challenge Fund – Established as part
of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest for
the pantries serving the Bolivar area.
Bolivar Care to Learn Endowment Fund – Established by
the Bolivar R-1 School District as part of the Cooper
Phase II Challenge. Care to Learn – Bolivar Fund – Estabilshed by The Care to
Learn board of directors to benefit Bolivar students.
Halfway Youth Empowerment Fund – Established to
support the Halfway Youth Empowerment Project.
Bolivar Superintendent Dr. Steve Morgan (left) and Intermediate Principal
Laura Boyd accept the Cooper Phase II Challenge Grant check from the
CFO’s Julie Leeth.
to Learn Endowment Fund.
“We appreciate the (CFO) as a tool for us and then we become
a tool for our community,” Wollard said. “It helps us to have this
new money to bring in from outside the community.
“It’s amazing to see how people step up under these
conditions,” he added. “This is the very best board I’ve ever had
the opportunity to serve on.”
Polk County Trail Maintenance
Endowment Fund – Established
FRISCO
www.friscohighlinetrail.org
by Ozark Greenways to support
the Frisco High Line trail in
response to the Stewardship Ozarks Initiative Phase
III challenge grant. Previously Established Funds:
1st Assembly of God Church Capacity Building Fund
Roy Blunt YMCA of Bolivar Endowment Fund
Bolivar Area Community Foundation Grantmaking Fund
Bolivar Area Community Foundation Administrative Fund
Bolivar Salvation Army Fund
Bolivar Area YMCA Capacity Building Fund
Bolivar Area Ministerial Alliance Endowment Fund
Bolivar Area Ministerial Alliance Capacity Building Fund
Bolivar School Alumni Association Capacity Building Fund
Bolivar Technical Institute Capacity Building Fund
Bolivar Technical Institute Endowment Fund
Bolivar Technical Institute Scholarship Fund
Crossroads Pet Breeders Charitable Fund
D.A.R.E. Scholarship Fund
Henry and Mary DeShazo Family and Community Fund
Neal & Laura DeShazo Family and Community Fund
Marion C. Early Education Foundation Capacity
Building Fund
Marion C. Early Education Foundation Endowment Fund
Family Institute of the Ozarks Endowment Fund
Family Institute of the Ozarks (FIO) Fund
Halfway R-III Academic Enrichment Fund
Hickory Grove Cemetery Endowment Fund
Hickory Grove Cemetery Association Benson Euliss Fund
Hickory Grove Cemetery Association
RF Anderson Memorial Fund
Russ & Betty Lemons Family and Community Fund
Jesse and Elsie Lower Memorial Scholarship Fund
Ronald and Lou Thelen Kemp Family
and Community Fund
Coach Charles “Hoss” McCallister Memorial
Scholarship Fund
Mt. Olive Cemetery Association Fund
North Ward Museum Endowment Fund
John Playter Rotary Park Fund
Polk County Extension Council Capacity Building Fund
Polk County Fair Association Derald Isdell Memorial Fund
Polk County Genealogical Society Capacity Building Fund
Polk County Genealogical Society Endowment Fund
Polk County House of Hope Fund
Polk County K-Life Capacity Building Fund
Polk County Library Capacity Building Fund
Polk County Library Endowment Fund
Southwest Baptist University Organizational
Endowment Fund
The Bolivar Optimists Club Endowment Fund
The Bolivar Optimists Club Fund
Walnut Street Theatre Capacity Building Fund
James A. York Fund
James A. York Family and Community Fund
June York Memorial Fund
Waste Tire Clean Up Fund
Zion Lutheran Church Ministerial Scholarship Fund
Zion Lutheran Church Ministerial Scholarship
Endowment Fund
Legacy Society Members:
Price Baker Walden
James A. York
Community Grants:
Bolivar Area Ministerial Alliance: $200
Polk County Fair Association: $1,000
Bolivar R-I School District
Little Liberator Childcare Center: $1,000
Sunshine Preschool: $1,000
Care to Learn Intermediate School: $1,000
Good Samaritan Boys Ranch, equipment: $500
Bolivar Area Ministerial Alliance: $500
Bolivar Area Ministerial Alliance: $1,000
Care to Learn - Bolivar Fund: $500
Halfway R-III School District, FBLA/FCLA
Giving Tree Program: $100
Polk County House of Hope,
building Improvements: $100
Bolivar area
Community Foundation
Bolivar area Community Foundation
Annual
Report
Taney county
Community Foundation
FY 2010
Taney County Community Foundation
Events and Projects Bolster Active Grantmaking Program
T
he Taney County Community Foundation uses several successful events
to increase its community grantmaking funds to support a wide variety of
educational, healthcare, and social-service providers.
President Doug Jordan and the energetic board also work hard to
communicate their grant support and programming opportunities in hopes of
making other agencies aware of potential opportunities.
The events include the annual “Festival of Trees” with more than 20 customdesigned holiday trees available for viewing and sale. Live and silent auctions
take place throughout the evening, bringing additional resources to the already
successful event.
Another project is the “Spare Change to Make Change”
program, which solicits loose change from customers at
area businesses. A total of $1,875 was raised through this
simple, yet effective fundraising effort.
Individuals living in the area, as well as many outside
the region, will remember the late Chad A. Fuqua. A
fund was established with the Taney County Community
Foundation to recognize his contributions to the City of
Hollister as both an employee and Director of Parks and
Chad A. Fuqua
Recreation for the community. A number of hardworking
friends, volunteers and co-workers developed a beautiful park with a
permanent performance and gathering space in Chad’s honor.
FY10 contributions: $450,399
FY10 distributions: $159,498
Distributions since inception: $478,842
Total Assets: $2,882,006
New Funds Established:
James & Margie King Berry Fund for Taney County Youth –
Established to benefit the Boys & Girls Club of the
Ozarks’ Forsyth unit.
Bradleyville School Foundation:
Bradleyville Foundation for Learning Fund –
Established to support projects and programs.
Bradleyville Walk/Run Scholarship Fund –
Established as part of its annual walk/run
fundraising program.
The Fund for Bradleyville Schools – Established to
support Bradleyville R-1 Public Schools. Bradleyville Foundation Fund – Established to
support the organization’s programs. Bradleyville Scholarship Fund – Established to
support scholarship programs. James Leon and Dorothy Combs
Fund – Established by James
Leon and Dorothy (Dot)
Combs to support their
charitable giving. Forsyth R-III School Foundation
Fund – Established to support
the organization’s short-term needs. Forsyth R-III School Foundation
Endowment Fund – Established
to support the organization’s longterm needs. Chad A. Fuqua Memorial Fund –
Established to support City of
Hollister parks.
Hollister Schools Foundation Fund –
Established to support academic
programs and projects as part of the
Cooper Phase II Challenge. Hollister Youth Empowerment Fund –
Established to support Hollister
YEP’s activities.
The Boys & Girls Club of the Ozarks received a $14,000 Coover
Regional Grant to assist more children from rural Taney and
Stone counties. CFO Executive Committee member Jill Reynolds
(left) joins BG Club board member Cathy Horsey, Executive
Director Autumn Page, and former CFO board member Doug
Thornsberry for the grant presentation.
Established April 23, 2002
P.O. Box 805
Forsyth, MO 65633
Board of Governors:
Doug Jordan, President
Brent Blevins
Mike Booth
Julie Clifford
Stephen Critchfield
Rick Davis
Mike Gailey
Mitch Holmes
Bill Jones
Denis Newkirk
Brad Swofford
Chris Willard
Contact Information:
Doug Jordan, President, (417) 230-6960
Taney County Hunger Challenge Fund – Established as
part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest
for the pantries serving the Taney County area.
Tony Orlando Foundation –
Established by Tony Orlando to assist with his
charitable giving. Tony Orlando Foundation Veterans’ Fund – Established to
support veterans incapacitated while in military service. Charles and Helen Winston Scholarship Fund –
Established through a bequest from the estate of
Helen Winston to fund a scholarship for Branson
and Hollister students. D & J Woolery Foundation – Established by Dave and
Jean Woolery to assist with their charitable giving. Previously Established Funds:
Administrative Endowment Fund
J. Kenneth Awbery and Iva M. Awbery Scholarship Fund
Carol Blackburn Branson High School
Scholarship Fund
Boys & Girls Club of the Ozarks Fund*
Branson Area Community Grantmaking Fund
Branson R-4 Education Foundation Endowment Fund
Branson R-4 Education Foundation Fund
Community Presbyterian Endowment Fund
Cornette Family Fund
Flood Youth Ministry Capacity Building Fund
Forsyth Community Foundation Grantmaking Fund
Forsyth Library Capacity Building Fund
Forsyth Library Memorial Endowment Fund
Jim Langham Rotary Professional Development Fund
Dr. Mary King Long Scholarship Fund
The Kirby Foundation Fund
Frances L. McConkey Manse Capacity Building Fund
Ozark Mountain Family YMCA Fund
Rockaway Beach Economic Development Fund
Skaggs Foundation Supporting Fund
Tri Lakes Board of Realtors Good Neighbor Fund*
Tri-Lakes Community Hospices Fund
Herb and Maxine Trimble Scholarship Fund
Libby Wrona, Forsyth, Missouri, Library Fund
*Also a component fund of the Table Rock Lake
Community Foundation
Legacy Society Members:
Iva M. Awberry (deceased)
James & Margie King Berry
William & Sylvia Cornette
LaVaughn M. Fuqua-Mathiesen
Doug & Gina Jordan
Community Grants:
Hollister R-V, Hollister YEP grant: $625
Boys & Girls Club of the Ozarks, Hollister YEP grant: $125
Women’s Crisis Center, for the children’s program: $500
Junior Auxiliary of Taney County, for the snacks in
packs program: $500
Christian Action Ministries, for the school readiness
fair: $250
OACAC – Branson, for the school readiness fair: $250
Taneyhills Community Library, for a new server: $125
Branson Band Boosters, for the sixth-grade program: $125
Church Army USA Branson, for the GED prep class: $250
Forsyth Library, for the purchase of books on CD: $400
Boys and Girls Club of Forsyth, for staff training: $336
K-Life Forsyth, for transportation expenses: $514
Women’s Crisis Center: $1,250
45
Community Foundation and Food Pantry Work
Together to Feed Hungry Families
T
he Community Food Bank at
the Cassville United Methodist
Church experienced continually
increasing demand from the
community for food this year.
Freezer and refrigerator space was
very limited, leaving the food pantry
unable to purchase or accept enough
perishable and frozen food items to
meet community needs.
“Our client visits have more
than doubled over what we were
handling one year ago,” said Janet
Mills, Food Pantry Administrator.
“We are experiencing a volume of
demand upon our resources that is
unprecedented.”
Cassville Community Foundation
President Landon Fletcher came to
the pantry with an exciting prospect:
Thanks to a grant from the Wal-Mart
Foundation State Giving Program,
the Cassville community could
receive a dollar-for-dollar match by
raising $5,300 through the Ozarks
Million Dollar Hunger Challenge.
Within a few months, they exceeded
the goal. In addition to purchasing
food, the Food Bank was able to
Cassville Community Food pantry Director Janet Mills (left), with food pantry volunteers Peggy Van Gorkom
buy a large commercial freezer and
and Susan Eschbach show their new full-sized refrigerator and freezer. refrigerator.
“We can store more food as well as a greater variety,” Mills said. growing demand and to provide an astounding amount of product
“We have relied upon this money to allow us to accommodate the to take care of the many needy families in our region.”
Established Nov. 15, 2004
P.O. Box 624
Cassville, MO 65625
Board of Governors:
Landon Fletcher, President
Dan Angel
Mindi Atherton
Dennis Baker
Mary Cupps
Gary Fields
Susie Jacobs
Jerry Marple
Mike McCracken
Angela Seymour
Contact Information:
Landon Fletcher, President
(417) 847-6623
FY10 contributions: $33,022
FY10 distributions: $28,485
Distributions since inception: $41,085
Total Assets: $383,466
Previously Established Funds:
Olin J. Brattin Scholarship Fund
Cassville Community 2000 Fund
Cassville Community Foundation Administrative Fund
Cassville Community Grantmaking Endowment Fund
Dorris Lorayne Sims Easley Scholarship Fund
Ellis Charitable Fund
New Funds Established:
Community Grants:
Cassville Hunger Challenge Fund – Established as
part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest for
the pantries serving the Cassville area.
Cassville School District
Educational Endowment
Fund – Established by the
Cassville Community Foundation to support academic
programs as part of the Cooper Phase II Challenge. Cassville Senior Center Foundation – Established to
support the organization’s more immediate needs. Cassville Senior Center Endowment Fund – Established to
support the organization’s long-term goals. Southwest Missouri Drug Task Force, purchase radios:
$1,000
PACE, treatment and testing: $1,000
Kornerstone, Inc., teenage mothers: $500
Cassville United Methodist Church, food pantry: $500
Barry-Lawrence Regional Library, Cassville branch: $500
Cassville Fire Protection District, smoke detector
program: $500
Cassville YMCA, Strong Kids Campaign: $250
Barry County Historical Society,
Bayless-Salyers House: $250
Make A Wish Foundation, wishes for children: $250
City of Cassville, Little League field improvements: $1,000
Barry County Museum, new harmonies exhibit: $100
cassville
Community Foundation
Cassville Community Foundation
Annual
Report
Douglas County
Community Foundation
FY 2010
Douglas County Community Foundation
Anonymous Donor Enhances Community Grants
Carol Silvey (left), Ozarks Food Harvest representative Denise Gibson (second from left),
and Douglas County Community Foundation
President Janice Lorrain (third from right)
present $5,000 to volunteers at the Heart of
the Hills Food Pantry.
T
he Douglas County Community
Foundation received a wonderful
surprise in 2010 when a $20,000
anonymous gift was given to support
its affiliate grantmaking program. This
gift, the second significant anonymous
contribution in two years, bolstered the
grantmaking program and the Douglas
Newburg
Community Foundation
Established July 3, 2003
P.O. Box 1119
Ava, MO 65608
Board of Governors:
Nancy Hawk, President
Craig Carter
Jennifer Horn
Janice Lorrain
Betty Ridenour
Steve Sellers
Dianne Shay
Andrew Underwood
Contact Information:
Nancy Hawk, President
(417) 683-9104
County community.
The Foundation elected to distribute
the funds with four $5,000 gifts to local
organizations with immediate needs:
The Ava Animal Shelter; Ava Meals on
Wheels; Heart of the Hills Food Pantry;
and Ava Senior Center.
A wonderful aspect of philanthropy
FY10 contributions: $51,375
FY10 distributions: $33,610
Distributions since inception: $115,773
Total Assets: $195,191
New Fund Established:
Ava Animal Shelter Building Fund – Established for
the construction of a new animal shelter in the
Ava area. Previously Established Funds:
Ava Alumni Yeoman Scholarship Fund
Ava Public Schools Foundation Endowment Fund
Ava Public Schools Foundation Fund
Herman E. Davis Memorial Endowment Fund
is its contagious nature. After receiving
$5,000 from the Douglas County
Community Foundation, the Ava Animal
Shelter received an additional $5,000
allocation from the City of Ava. These
funds have helped the Ava Animal
Shelter take a big step toward a muchneeded new facility.
The momentum from the first $5,000
gift has now inspired several fundraisers
to reach the shelter’s new facility goal,
including the first Doggie Dive-In at the
Ava Water Park, which invited furry friends
for as swim to benefit the Animal Shelter.
Douglas County Community Foundation
Administrative Fund
Douglas County Community Foundation
Capacity Building Fund
Douglas County Community Foundation
Endowment Fund
Douglas County Cultural Arts Fund
Douglas County Sesquicentennial Fund
Douglas County Youth Philanthropy Fund
Community Grants:
Heart of the Hills Food Harvest: $5,000
Ava Senior Center: $5,000
Ava Senior Center, Meals on Wheels program: $5,000
City of Ava: $5,000
Douglas County YEP: $500
Ava Victory Academy: $3,000
Ava Art Guild and Friday Feast Student Group: $4,000
Douglas County YEP Project: $500
Newburg Community Foundation
Carol Myers (left), President of the Newburg
Community Foundation, accepts a check
from the CFO’s Brian Fogle for $6,300 to take
advantage of the dollar-for-dollar matching
monies available from the Harry Cooper Supply
Company Campaign for the Ozarks. These
funds will allow the Newburg Community
Foundation to grant monies within its region to
support needed services and programs.
Distributions since inception: $45,225
Total Assets: $14,148
Established Oct. 26, 2005
P.O. Box 31
Newburg, MO 65550
Board of Governors:
Carol Myers, President
Linda Davidson
Alyson Garvey
Brenda Hines
Elizabeth TeGroen
Contact Information:
Carol Myers, President
(573) 762-2036
Previously Established Funds:
Newburg Community Grantmaking Endowment Fund
Newburg Houston House Fund
47
El Dorado Springs Community Foundation Continues Strong Growth
T
he El Dorado Springs Community Foundation has been
working to address health and social-service needs in its
region in the year following its successful completion of the Harry
Cooper Supply Company Campaign for the Ozarks challenge grant.
The Board also took an active role in raising money for a
second matching funds opportunity, President Kay Forest said.
Members of the Church of Christ congregation, the Lions Club
of El Dorado Springs and other community-minded individuals
donated $5,300 to take advantage of the Ozarks Million Dollar
Hunger Challenge Program. The Church of Christ is taking a
FY10 contributions: $27,980
FY10 distributions: $36,878
Distributions since inception: $241,690
Total Assets: $295,953
New Funds Established:
El Dorado Springs Academic Enhancement Fund –
Established as part of the Cooper Phase II
Challenge to support academic programs. El Dorado Springs Hunger Challenge Fund –
Established as part of the Ozarks Million Dollar
Hunger Challenge. Distributions will be made to
Ozarks Food Harvest for the pantries serving the
El Dorado Springs area.
Previously Established Funds:
Bender Family Capacity Building Fund
Bender Family Trust Donor Advised Fund
Doc and Bonnie Bender Scholarship Fund
Bulldog Educational Trust Scholarship Fund
Bulldog Educational Trust Fund
Cedar County Memorial Hospital Fund
Economic Development Fund
El Do Youth Incorporated Fund
El Dorado Springs Administrative Endowment Fund
El Dorado Springs Community Foundation
Unrestricted Fund
leadership role in distributing $53,000 worth of food leveraged by
the $10,600 raised and matched.
The past year’s activities also included providing $4,000 in
scholarship support, including $1,250 awarded through the Doc
and Bonnie Bender Scholarship Fund and $250 from the Dorothy
Pope Nursing Scholarship Funds.
In addition to its community grantmaking program, the Board
worked with the El Dorado Springs Youth Incorporated to win
$500,000 in Neighborhood Assistance Program credits for a
building renovation and development of a community youth center.
Established May 22, 2001
309 E. Hospital Road
El Dorado Springs, MO 64744
Board of Governors:
Kay Forest, President
Dennis Daugherty
Dr. Cathy Frier, D.O.
Dr. Jack Reynolds, D.O.
Bill Rabe
Pauline Simone
Contact Information:
Kay Forest, President
(417) 876-5851
El Dorado Springs Senior Center
Capacity Building Fund*
El Dorado Springs Senior Center Endowment Fund*
El Dorado Springs Special Olympics
Capacity Building Fund
Elton P. Evans Fund
Force for Good Fund
Lighthouse Children’s Theatre Fund
Dorothy Pope Nursing Scholarship Fund
Reynolds Family Arts & Education Fund
Spring City Revitalization Group Fund
St. Elizabeth’s Catholic Church,
El Dorado Springs Fund
* A sub-fund of Care Connection for Aging Services.
Board Busy with New Fund Development
FY10 contributions: $11,117
FY10 distributions: $78,531
Distributions since inception: $396,109
Total Assets: $1,824,342
New Fund Established:
Salem Schools Volleyball Fund – Established by the
Salem Public School Foundation to support the
Salem volleyball program.
Previously Established Funds:
Bonebrake Center of Nature and
History Endowment Fund
Craig Family Donor Advised Fund
The F. Joe Crosswhite Math & Science Award Fund
Dent County Community Foundation Fund
Dent County Museum Capacity Building Fund
Dent County Museum Endowment Fund
Luke 10:37 Fund
Salem Arts Council Fund
Salem School Twelfth Tiger Fund
Salem Public Schools Foundation Fund
Salem Public Schools Foundation
Endowment Fund
Salem Public Schools Grantmaking Fund
Salem Schools Project Graduation Fund
Salem Schools Parent Teacher Organization Fund
South Central Missouri Polled Hereford Association
Endowed Scholarship Fund
Dorman L. Steelman Memorial Scholarship Fund
Whitmire Family Fund
Legacy Society
Glen W. Wisdom (deceased)
Community Grants:
Springs of Life Family Worship Center, Second Change
Barnyard Improvements: $1,328
El Dorado Christian School
Projector/laptop: $950
Motor skills/cooperation games: $300
El Dorado Springs R-2 Schools
Materials to promote PBS program: $2,000
Fitness program equipment: $2,000
Construct “dirty area:” $1,500
Hands on reading and music materials: $300
L.I.A. House: $334
El Dorado Springs Senior Center : $334
El Dorado Springs Academic
Enhancement Fund: $2,500
Rainbow Network: $500
Habitat for Humanity: $500
Kansas City University of Medicine
and Biosciences: $1,000
Catholic Relief Services: $1,000
Grinnell College/Office of
college/alum relations
: $1,000
St. Elizabeth Catholic Church: $2,000
El Dorado Springs Senior Center : $250
L.I.A. House: $250
Crosslines Center of El Dorado Springs: $500
DuBois Area Catholic School, Inc.,
St. Catherine’s Alumni Fund: $250
Council on Families in Crisis/ Moss House: $250
Doc and Bonnie Bender Scholarship Fund, for
scholarship support: $2,500
Community Grants:
United Methodist Church of Salem, MO, love pack
backpack program: $1,450
Lifeway Center: $580
Salem Area Arts Council, Roots Festival: $500
Salem Area Community Betterment Association,
Sesquicentennial: $500
Established Dec. 22, 1999
106 N. Main
Salem, MO 65560
Board of Governors:
Dr. Steve Watson, President
James Coffman
Marsha Odom
Laura Parker
Dr. Bernie Sirois
Mark Weaver
Contact Information:
Dr. Steve Watson, President
(573) 729-6500
Dent county
Community Foundation
Dent County Community Foundation
El dorado springs
Community Foundation
El Dorado Springs Community Foundation
Annual
Report
Eldon
Community Foundation
FY 2010
Eldon Community Foundation
Eldon Community Foundation Makes Annual Grants
T
he Eldon Community Foundation
doesn’t just raise funds - it returns
funds back to the local community
through effective grantmaking rounds.
Each year, the Eldon Community
Foundation awards thousands of dollars in
community grantmaking funds to benefit
a host of different organizations and
projects. This year, the grant awards were
announced at the April 22nd Chamber of
Commerce Annual Dinner.
President Chalee Crouch presented grant
awards to the following organizations:
First Assembly of God in Eldon
received funding for its Easter EggStravaganza. The award was accepted by
Jesse Rodriguez.
The Eldon Area Community Theatre
received a grant to begin a children’s
Established Feb. 23, 2005
101 S. Maple St.
Eldon, MO 65026
Board of Governors:
Chalee Crouch, President
Trevor Vernon, President-Elect
Anne Graves, Secretary/Treasurer
John Beard
Dennis Bond
Pat Crocket
Matthew Davis
Becky Dolby
Linda Scrivner
Contact Information:
Chalee Crouch, President
(573) 302-2490
FY10 contributions: $6,513
FY10 distributions: $33,315
Distributions since inception: $449,676
Total Assets: $780,956
theatre and for 26 wireless microphones.
The award was accepted by Eldon Police
Chief Rodney Fair.
The Eldon Baseball and Softball
Associations received grant funding
for a new scoreboard at the Eldon Air
Park. The grant was received by Tony
Halderman.
Heather Looten received a matching
funds grant for the Eldon FFA Alumni
Association’s scholarship fund.
Toni Scrivner and Nancy Hayes
accepted funds for the Miller County
Board of Services for the Developmentally
Disabled. The money will provide for two
campers to attend Camp Wonderland.
Juanita Jarrett accepted a grant for the
Eldon R-1 Wellness Committee. This will
provide for an NL 1000 Accelerometer to
track gym class activity levels.
The Eldon Food Pantry received grant
funding for food and miscellaneous
items. The award was accepted by
Sherry Branstetter.
Daphney Partridge and Patty Binder with
Pave AmeriCorps accepted funding for
recruitment and training of volunteers.
Terry Atteberry accepted a grant for Eldon
Project Prom, in order to fund prizes.
Tim and Chelley Pollett of the Eldon
Dolphins accepted funding for a laptop, in
order to keep track of meet and team data.
The Youth Empowerment Program
of Eldon also received a grant for its
unrestricted granting program. The
YEP-Eldon will be holding its first youthoriented grantmaking round during the
2010-11 school year.
Previously Established Funds:
Rural Community Development Family and
Community Fund
Van Landuyt-Weil Scholarship Fund
Donald & Phoebe Williams
Nursing Scholarship Fund
Wonderland Camp Capacity Building Fund
John J. and Patricia A. Caine Family Fund
Citizens Against Domestic Violence Fund
Ray and Rosetta Doerhoff Scholarship Fund
Eldon Administrative Endowment Fund
Eldon Area Community Theater Fund
Eldon Community Foundation
Capacity Building Fund
Eldon Community Grantmaking Endowment Fund
Eldon High School Youth
Empowerment Project Fund
Eldon Public Schools Endowment Fund Eldon FFA Alumni Association Fund
The Eldon Friends of Music Fund
Eldon Quarterback Club
Capacity Building Fund
Dr. Fred Enloe Dental Scholarship Fund
Friends of Animals Humane Society, Inc. Fund
Friends of Math and Science for
Eldon High School Fund
Geraldine Haldiman Scholarship Fund
Kent Kehr Fund for Eldon
Miller County MU Alumni Association
Capacity Building Fund
Olean Jaycees Charitable Fund
Rocky Mount Baptist Church Fund
Rocky Mount Baptist Church Building Fund
Community Grants:
The Eldon Community Food Pantry: $250
Eldon Area Community Betterment Baseball and
softball programs: $1,750
Wonderland Camp Scholarships: $500
Eldon Area Community Theater,
Children’s Theatre: $1,500
Eldon Area Community Betterment Association,
Scoreboards for baseball/softball fields: $1,950
Wonderland Camp: $1,000
Eldon R-1 School District, wellness committee: $775
Eldon Community Food Pantry: $1,000
Eldon High School
Youth Empowerment Project: $1,000
Eldon Area Community Betterment Association,
P.A.V.E. Americorps project: $990
Eldon High School, Project Prom: $1,000
Eldon Area Community Betterment Association: $650
Eldon First Assembly of God, Eggs-Stravaganza: $500
Eldon FFA Alumni Association Fund: $2,000
49
Schools Benefit from Cooper and Coover Grants
T
he Community Foundation of the
Hermann Area had another busy
year, which included implementing a new
grantmaking program from the funds
raised as a part of the Harry Cooper
Supply Company Campaign for the Ozarks
Challenge. The first recipient was the
Hermann Area Chorus, a new adult choir
offered through the adult and community
education program of the Gasconade Co.
R-I Schools.
The Foundation also partnered with
the school to acquire grants to support
the Hermann High School Art Club and
establish an artist-in-residence experience
Established June 6, 2005
c/o Gasconade Co. R-I Schools
164 Blue Pride Drive
Hermann, MO 65041
Board of Governors:
Chris Neale, President
Bob Bohl
Muriel Brison
Gerald Ebker
Tom Engemann
Jim Holland
Dustin Kallmeyer
Jane Meyer
Steve Mueller
Paula Pierce
Glenn Warnebold
Contact Information:
Chris Neale, President
(573) 486-2116
CFO Executive Board Member Jill Reynolds
(left) presents a place-based education grant
to Hermann teacher Maribeth Dann, teacher/
librarian Tarey Vieth, and Muriel Brison,
treasurer of the Community Foundation of the
Hermann Area.
in printmaking. The Hermann High School
Gifted program received a Coover PlaceBased Education Grant for $13,300 to
establish “Preserving the Past for a Place
in the Future,” a “story corps” type local
history kiosk at the Historic Hermann, Inc.,
Museum at the German School.
The Foundation also initiated a local
FY10 contributions: $43,794
FY10 distributions: $34,695
Distributions since inception: $153,018
Total Assets: $139,696
New Funds Established:
Community Foundation Dual Credit Scholarship Fund –
Established to support academic programs in the
school district as part of the Cooper Phase II Challenge. Gasconade County R-1 Scholarship Fund – Established
by the Gasconade County R-1 Alumni Association. Gasconade County R-1 Alumni Association Fund –
Established by the Gasconade County R-1
Alumni Association.
Jacks Fork Succeeds in Hunger Challenge
T
he Jacks Fork Community
Foundation participated in the
Ozarks Million Dollar Hunger Challenge,
a grant opportunity through the Walmart
Foundation State Giving Program in
partnership with Ozarks Food Harvest.
Donors in the Jacks Fork area, as well
as funds from the Jacks Fork Community
Grantmaking Fund, provided $5,300,
which was matched dollar-for-dollar. This
project, which garnered $10,600 for
food pantries in the Jacks Fork area, will
provide more than $50,000 in food from
Ozarks Food Harvest for the region.
Established June 23, 2004
P.O. Box 1030
Mountain View, MO 65548
Board of Governors:
Charles C. Cantrell, President
Betty Hockman
Robert L. Miller
Russ Schierling
Jon Smith
Tom Smith
Jack Toll
Contact Information:
Charles C. Cantrell, President
(417) 934-2226
scholarship endowment to subsidize tuition
costs for Hermann High School students
who take dual-credit courses. The ultimate
goal is to establish an endowment of
sufficient size to pay half the cost of tuition
in perpetuity, new Foundation President Dr.
Chris Neale said.
The Crusade Against Cancer, a locally
based support for cancer patients,
continues to be a significant benefit to
the area. The Crusade has surpassed the
$120,000 in grants, helping nearly 70
people since it began.
Previously Established Funds:
Community Foundation of the Hermann Area
Administrative Fund
Crusade Against Cancer
Capacity-Building Fund
Crusade Against Cancer Endowment Fund
Hermann Area Community
Grant Making Endowment Fund
Hermann Area Recreation Complex Fund
Community Grants:
Services for cancer patients: $5,126.32
Services for cancer patients: $17, 810
Services for cancer patients: $6,129
Support for cancer patients: $326
FY10 contributions: $3,579
FY10 distributions: $3,064
Distributions since inception: $176,258
Total Assets: $157,470
New Funds Established:
Jacks Fork Hunger Challenge Fund – Established as
part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest for
the pantries serving the Mountain View area.
Liberty Band Fund – Established to support the Liberty
School’s band program.
Previously Established Funds:
Friends of the Mountain View Library Endowment Fund
MSHP Sergeant C. Dewayne Graham Jr.
Memorial Scholarship Fund
Jacks Fork Community Foundation Administrative Fund
Jacks Fork Community Foundation Capacity Building Fund
Jacks Fork Community Foundation Grant Making Fund
Rotary Club of Mountain View Nature Park Endowment Fund
The Mtn. View Tennis Courts Fund
jacks fork
Community Foundation
Jacks Fork Community Foundation
Community Foundation
of the Herman Area, inc.
Community Foundation of the Hermann Area, Inc.
Annual
Report
Community Foundation
of west plains, inc.
FY 2010
Community Foundation of West Plains, Inc.
School Funds Provide Extra Resources for Area Districts
N
The 2011 Community Foundation of West Plains Board of Governors includes:
(Standing from left) Jim Thompson, Joanne Wix, Wayne Kaufman, R.A.
Pendergrass, Rita Fugate, and Brenda Bell; (seated from left) Joe Kammerer,
Kevin Gleghorn, Troy Bass, and Robin Morgan. Not pictured are Brenda Malkowski
and Myles Smith.
FY10 contributions: $241,399
FY10 distributions: $23,589
Distributions since inception: $136,498
Total Assets: $613,340
New Funds Established:
Bakersfield Youth Empowerment Fund – Established
to support the Bakersfield Youth Empowerment
Project.
EMH at West Plains High School Fund – Established
by Haley Bray and Kathy Miller, along with the West
Plains R-7 Educational Foundation, to support the
EMH department.
Everyday Blessings Fund – Established by the Faith
Assembly of God Church in West Plains to support
the organization’s needs. Fairview R-11 School Foundation Fund – Established to
support its more short-term needs. Fairview R-11 School Foundation Endowment Fund –
Established to support its longer-term needs. Glenwood R-VIII School Art Department Fund –
Established by the Glenwood R-VIII School District,
a K-8 school in the West Plains school district. Glenwood School Foundation Endowment Fund –
Established to support the school’s activities.
Glenwood School Foundation Fund – Established to
support the school’s activities.
Jeanne McLaughlin Memorial Scholarship Fund –
Established by the South Central Career Center
to provide scholarships to students in its LPN
program. Richards R-5 School Foundation Endowment Fund –
Established this fund to support the organization’s
long-term goals. Richards R-5 is a K-8 school in the
West Plains area.
Richards R-5 School Foundation Fund – Established to
support the school’s more immediate needs. Scenic Rivers Hut Fund – Established to support the
Scenic Rivers Hut with the City of West Plains. Scenic Rivers Hut Endowment Fund – Also established
to support the Scenic Rivers Hut with the City of
West Plains. ew school foundation funds flourished for the
Community Foundation of West Plains over the last year.
The Richards R-5 School Foundation, serving the K-8
district located near West Plains, set up new funds both to
support long-term goals and more immediate needs. Some
of those needs include technology updates, items such as
props and costumes for the music and drama program,
equipment and materials for the science, math and library
programs, replacement of athletic equipment and continuing
education for both students and staff.
The Glenwood School Foundation, serving the Glenwood
R-VIII district, was set up in 2010 to address the realities
of state budget cuts. Its goal is to build private resources
to help improve facilities, equipment and programs for the
Glenwood students.
One of the Foundation’s new funds is specifically for the
Art Department and its first project is to purchase a “pug
mill” to de-air and recycle clay for the department’s awardwinning projects.
Along with Richards and Glenwood, the Fairview R-11
district in Howell County has joined the Rural Schools
Partnership and established funds for both short- and longterm needs for the district.
Established March 31, 2004
401 Jefferson Ave.
West Plains, MO 65775
Board of Governors:
Troy Bass, President Brenda Bell
Larry Butler
Rita Fugate
Kevin Gleghorn
Joe Kammerer
Wayne Kaufman
Brenda Malkowski
Robin Morgan
R.A. Pendergrass
Miles Smith
Jim Thompson
Joanne Wix
Contact Information:
Troy Bass, President
(417) 256-2302
South Central Ozark Council of Governments Fund –
Established to support SCOCOG, which promotes
human resources, educational opportunities and
economic development to enhance the region.
West Plains Agriculture-Science Building Fund –
Established to support the agriculture-science
building project.
West Plains Hunger Challenge Fund – Established
as part of the Ozarks Million Dollar Hunger
Challenge. Distributions will be made to Ozarks
Food Harvest for the pantries serving the West
Plains area. Community Foundation of West Plains
Administrative Endowment Fund
Doug Darr Memorial Scholarship Fund*
Stephen A. Douglass Scholarship Fund
Downtown West Plains, Inc. Fund
Joe Paul Evans Community Endowment Fund
Friends of the Galloway Creek Nature Park Fund
Tom Gatewood Memorial Literacy Fund
Gatewood Award Fund
E.L. “Bob” Harlin and Vesta Harlin Charitable Trust Fund
Harlin Museum Endowment Fund
Howell County Domestic Violence Enhanced
Response Team Fund
Howell County Extension Council Development Fund
Howell County Extension Council Endowment Fund
Trish Kissiar Knight Hall of Fame Volleyball Endowed
Scholarship Fund
John H. McFarland Fund
Julie McGoldrick Scholarship Fund
Oakwood Life Sharing Services, Inc. Fund
Ozarks Christian Academy Fund
Riverways Trust Practical Nursing South Central
Career Center Fund
West Plains Capacity Building Fund
West Plains Community Grant Making Endowment Fund
West Plains R-7 Band Fund
West Plains R-7 Culinary Arts Fund
West Plains R-7 Educational Foundation
Endowment Fund
West Plains R-7 Educational Foundation General Fund
West Plains Soccer Association, Inc. Fund
Whetstone Boys Ranch Capacity Building Fund
*Established as an at-large fund of the Community
Foundation of the Ozarks
Legacy Society Members:
Richard & Carol Silvey
Previously Established Funds:
Community Grants:
Arts on Avenue, Inc., Fund
Bank of America Fund
The Bell-Garrison Family and Community Fund
Peter Callaway Endowment Fund
Shane Alan Cameron Memorial Scholarship Fund
Christos House: $2,500
Howell County University Extension Council
White Oak Youth Camp: $1,500
Born to Read: $2,500
MSU – West Plains Literacy Awareness: $1,500
51
Spears Family Establishes Healthcare Scholarship
T
he Texas County Memorial Hospital
Healthcare Foundation received an
initial gift of $10,000 in January to set up
an endowed scholarship in memory of the
late Dr. Joe L. and Judith T. Spears.
Having established a relationship with
the Houston Community Foundation,
TCMHHF President Jay Gentry established
the fund as an organizational endowment
with the CFO. The endowment, a gift from
Dr. and Mrs. Spears’ children, Tim Spears,
Beth Spears Grossman and Cathy Spears
Spillman, will provide scholarships for
students in healthcare-related fields.
Dr. Spears was a long-time family practice
physician in Texas County. He and Mrs.
Spears raised their family in Cabool area.
Tim Spears described how his father
came to the medical field in Texas County.
“My father, Joe, the son of a local farmer,
Established April 24, 2006
P.O. Box 91
Houston, MO 65483
www.houstoncommunityfoundation.com
Board of Governors:
Janet Pelaquin, President
Elaine Campbell
Jay Gentry
David Hall
Sharon Rees Horbyk
Ron Reed
Dr. Joe Richardson, DDS
Don Shelhammer
Susan Warkentin
Contact Information:
Janet Pelaquin, President
(417) 967-0326
was given the opportunity to study medicine
when a local physician, Dr. Garrett Hogg,
provided scholarship funds for Joe to
attend medical school and set up a clinic
in Cabool,” he said. “My parents were
always grateful for the opportunity given to
them, and they made every effort to recruit
medical talent and services to the area.”
Tim Spears also expressed excitement
about developing the endowment and
working with the TCMH Healthcare
Foundation and the Community Foundation
of the Ozarks.
“This scholarship can have an impact on
the future of healthcare in Texas County,
and it continues the legacy of giving to
support healthcare in Texas County that
was so important to my parents,” he said.
The TCMH Healthcare Foundation plans
to award the first scholarship in spring 2011.
FY10 contributions: $56,598
FY10 distributions: $6,660
Distributions since inception: $11,410
Total Assets: $156,686
New Funds Established:
Houston Hunger Challenge Fund – Established as part of the
Ozarks Million Dollar Hunger Challenge. Distributions
will be made to Ozarks Food Harvest for the pantries
serving the Houston and Texas County area.
TCMH Healthcare Foundation – Dr. Joe L. & Judith T.
Spears Memorial Scholarship Fund – Established to
support its scholarship programs. Previously Established Funds:
Anonymous Unrestricted Grantmaking Fund
Houston Alumni Fund
Houston Community Grantmaking Endowment Fund
Houston R-1 Educational Foundation Endowment Fund
Houston R-1 Educational Foundation Fund
Judith T. and Dr. Joe L. Spears
Houston R-1 High School Gym Fund
Houston R-1 Vocal Music Program Fund
Houston R-1 Speech and Debate Fund
Houston Optimist Club Fund
TASTC Endowment Fund
Texas County Memorial Hospital (TCMH) Healthcare
Foundation Fund
Texas County Memorial Hospital (TCMH) Healthcare
Foundation Endowment Fund
Texas County Memorial Hospital (TCMH) Healthcare
Foundation Hospice of Care Fund
Texas County Technical Institute Capacity Building Fund*
Texas County Technical Institute Endowment Fund*
Texas County Technical Institute Scholarship Fund*
The Animal Shelter of Texas County Fund
Ruby Vickers Nursing Scholarship Fund
*previously established with the Community
Foundation of the Ozarks
Legacy Society:
Bridget & Andy Dierks
New Fund Established:
Mountain Grove Hunger Challenge Fund – Established as
part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest for
the pantries serving the Mountain Grove area. Previously Established Funds:
The Morgan and Henry Brown Memorial Scholarship
Jamie Byrd Scholarship Capacity Building Fund
Wayde C. and Marie Carlisle Memorial Scholarship Fund*
Carl and Pauline Kemper Memorial Fund
Mountain Grove Alumni Association Fund
Mountain Grove Alumni Association Scholarship Fund
Mountain Grove Area Community Foundation
Administrative Endowment Fund
Mountain Grove Area Community Foundation Bricks &
Mortar Fund
Mountain Grove Area Community Foundation
Education Fund
Mountain Grove Area Community Foundation Grant
Making Endowment Fund
Mountain Grove Boy Scout Troop 50 Fund
Mountain Grove Capacity Building Unrestricted Fund
Mountain Grove R-III Schools Foundation
Endowment Fund
Mountain Grove Senior Center Fund
Clyde Rowen Scholarship Fund
The Barker Shannon Scholarship Fund
Joe Richard Sneiderman Art Scholarship Fund
Joe and Emma Todd Memorial Fund
Wright County Historical Society Endowment Fund
Wright County Scholarship Program Fund
*Established as an at-large fund of the Community
Foundation of the Ozarks.
Legacy Society:
Anonymous
Community Grant:
Wright County Children’s Home,
water damage repair: $400
Established Feb. 25, 2004
120 W. 16th St.
Mountain Grove, MO 65711
Board of Governors:
Dr. David Barbe, President
Robin Allen
Jim Allessi
Mary Armstrong
Kathy Austin
Dr. David Gourley
Lindell Holifield
Glenn Kemper
Roger Lindsey
Max Pamperein
Don Walker
Contact Information:
Dr. David Barbe, President
(417) 926-6111
Mountain grove area
Community Foundation
Mountain Grove Area Community Foundation
FY10 contributions: $15,750
FY10 distributions: $45,080
Distributions since inception: $273,330
Total Assets: $431,208
Houston
Community Foundation
Houston Community Foundation
Annual
Report
marshfield
Community Foundation
FY 2010
Marshfield Area Community Foundation
“Boots, Bands and Bar-B-Que”
a Success for Active Affiliate
The Callaway Cabin is now open to the public at the Hidden Waters Nature Park.
FY10 contributions: $86,431
FY10 distributions: $50,613
Distributions since inception: $211,990
Total Assets: $352,567
New Funds Established:
Marshfield Community Center Fund – Established to
help support its projects and programs. Marshfield Community Center Endowment Fund –
Established to support the long-term goals of the center.
Marshfield Hunger Challenge Fund – Established as
part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest
for the pantries serving the Marshfield area. Marshfield Performing Arts Society Fund – Established
to support its local productions. Vivian Stuber Memorial Library Endowment Fund –
Established to build, maintain, stock, and staff a
library in Niangua, Mo., for public use. Vivian Stuber Memorial Library Fund –
Established to build,
maintain, stock, and
staff a library in
Niangua, Mo., for
public use. Webster County Victim
Assistance Program Fund
– Established to assist the
organization.
Established June 3, 2005
P.O. Box 427
Marshfield, MO 65706
Board of Governors:
Robert S. Foster, President
Caroline Ames
Barbara Herren
Greg Hill
Anita Hunter
Fay King
Sue Minor
Vicki Shalloup
Bill Tierney
Contact Information:
Robert Foster, President
(417) 881-3477
Previously Established Funds:
Retha Stone Baker and William G. Baker Children’s
Dental Care Fund*
Retha Stone Baker and William G. Baker Webster
County Historical Society Fund*
Callaway Historic Cabin Fund
The Dickey Administrative Endowment Fund
The Dickey Fund
Friends of Del Massey Fund
John and Anne Foster Family Fund
Kathryn Garst Gray and Henry E. Gray Scholarship
Fund in loving memory of Lester and Nanalee Garst
T
The Marshfield Area Community
Foundation’s signature event - “Boots,
Bands and Bar-B-Que” - continues to be
an effective fundraising tool, as well as an
anticipated community event each year.
The event centers on community
endowment building and includes the
presentation of community grants to local
charitable groups and schools, President
Robert Foster said. Silent and live auctions,
ticket sales and sponsorships provide the
funding resources to benefit the Foundation’s
Community Grantmaking Endowment.
The Board also established a new
fundraising program with an Annual
Valentines Dinner in the historic Ritz
Theater. The first year’s event went well
and the Board plans some additions for the
2011 dinner, Foster said.
The Marshfield Foundation has expanded
its direct impact for the community in a
variety of ways. Marshfield exceeded its
goal in the Ozarks Million Dollar Hunger
Challenge, which greatly expanded the
ability of local food pantries to meet
increasing needs in the region.
The Board also was involved in moving
a piece of Webster County history, the
Callaway Cabin, to its new home in Hidden
Waters Nature Park. Many individuals
contributed to the project over several
years, with the Park’s founder, Dan
Beckner, taking a leadership role.
Hidden Waters Nature Park Capacity Building Fund*
Hidden Waters Nature Park Fund
Edwin Hubble Statue Fund
Kurt Mikal Luebbert Memorial Fund
Marshfield Area Community
Grantmaking Endowment Fund
Marshfield Cherry Blossom Festival Fund
The H. Lyman Mooney Music Scholarship Fund
*Established as an at-large fund of the Community
Foundation of the Ozarks
Legacy Society Members:
Nicholas W. Inman
Community Grants:
Marshfield Christian School Digital camera: $550
Marshfield Community Center Security cameras: $750
Southwest Missouri Arts Council
5th graders to museum: $400
Team for Education and Assistance with
Community Health Start up supplies: $750
Marshfield R-1 School District
Underwear: $750
Yearbook publishing: $250
Webster County Victim Assistance
Program Copier: $500
Marshfield Performing Arts Society
Event supplies: $500
Cherry Blossom Festival Fund 6 sidewalk stars: $600
Friends of Del Massey Fund Picnic table: $550
Services for pediatric dental patient: $134
Jordan Valley Community Health Center: $2,137
Dental services for patients in need: $800
53
Meramec Becomes CFO’s 42nd Affiliate
I
n becoming the CFO’s
42nd affiliate, the Meramec
Regional Community Foundation
also represents a new type of
collaboration for the CFO.
It’s the CFO’s first relationship
with a regional planning
commission. The Meramec
Regional Planning Commission
was created in January 1969
by then-Gov. Warren Hearnes.
Today, it provides economic
development assistance,
housing assistance, planning
and development expertise,
solid-waste management,
emergency-management
planning, grant writing and
administration, small-business
loans, transportation planning, The Meramec Regional Community Foundation was estaband other communication and lished with a $30,000 contribution from Meramec Regional
community-building services. Planning Commission in July. Accepting the donation are
(from left): Vice President Russell Scheulen of Osage County;
The Planning Commission
created a Foundation to support President Laura Antolak of Phelps County; and SecretaryTreasurer Richard Cavender of Meramec Regional Planning
charitable grantmaking within
its service area, which includes Commission.
eight counties and 32 cities. The new
one more community development tool as
Foundation’s board includes representation
we work on strengthening the communities
from each of the eight counties - Crawford,
in our region now and in the future.”
Dent, Gasconade, Maries, Osage, Phelps,
The CFO has existing affiliates within
Pulaski and Washington.
the Meramec region and those affiliates
“We are committed to working to keep
will continue to work in their areas; the
local assets in our communities and this
MRCF will focus on resource and asset
provides one more avenue we can use to
development in the areas that aren’t
fulfill our mission,” MRCF President Laura
being reached by existing community
Antolak said. “This will also provide us with
foundations.
Established June 4, 2010
4 Industrial Drive
St. James, MO 65559
www.meramecregion.org
Organizing Board Officers:
Laura Antolak, President (Phelps County)
Russell Scheulen,
Vice President (Osage County)
Richard Cavender, Secretary-Treasurer (MRPC)
Leo Dickey (Washington County)
David Dittman (Dent County)
Gerald Ebker (Gasconade County)
Jim Grebing (MRPC)
Mardy Leathers (Crawford County)
Wayne Morgan (Pulaksi County)
Wayne Parry (Phelps County)
Ray Schwartze (Maries County)
Contact Information:
Richard Cavender, Secretary-Treasurer
(573) 265-2993
FY10 contributions: $280,000
Total Assets: $280,041
New Funds Established:
Meramec Regional Community Foundation Community
Grantmaking Fund – Established to support longterm grantmaking for the Meramec Regional
Community Foundation.
Meramec Regional Community Foundation Capacity
Building Fund – Established to provide dollars for
grantmaking in the area.
T
he Ripley Butler Clay Fund, which
was established as an at-large fund of
the Community Foundation of the Ozarks,
seeks to support emerging visual artists in
all three counties listed as its namesake.
A long-time resident of the area
established the fund to support regional
artists for additional training, materials and
resources to develop their skills. The first
artist to receive funding worked in fiber
constructions and mixed-media pieces,
which appealed to the panel reviewing the
requests as more non-traditional media.
The Ripley County Board of Directors
continues to encourage artists from the
region to review the application materials
for the program on the CFO’s website.
FY10 contributions: $1,000
FY10 distributions: $375
Distributions since inception: $9,253
Total Assets: $49,967
New Fund Established:
Doniphan R-1 Fund – Established by the Doniphan R-1
School District to support its short-term needs. Previously Established Funds:
Foothill Families Fund*
Ripley Butler Clay Fund*
Ripley County Chamber of Commerce Fund
Ripley County Community Foundation
Capacity Building Fund
Ripley County Community Foundation Endowment Fund
*Also a component fund of the Butler County
Community Foundation.
Established June 26, 2003
118 Washington-Maness Building
Doniphan, MO 63935
Board of Governors:
Randolph Maness, President
Charles R. Bowman
Barbara Brummit
Pat Griffin
Ken Kane
Bill Kennon
Gene H. Leroux
Sam Price
Dorothy Rice
Paul Ripley
George Samuel
Stan Schultz
Diane Silman
Lester K. Wright
Contact Information:
Randolph Maness, President
(573) 996-3814
Ripley county
Community Foundation
Ripley County Community Foundation
Foundation Continues Artist Support Program
Meramec regional
Community Foundation
Meramec Regional Community Foundation
Annual
Report
greater seymour area
Community Foundation
FY 2010
Greater Seymour Area community Foundation
Auction Raises $10,992 for Grantmaking Program
T
he Seymour community is small, but its philanthropic heart
is large. Each year the Greater Seymour Area Foundation
experiences this generous community spirit through the annual
fundraising auction at the Seymour High School to benefit the
grantmaking program.
This year, the GSAF received a record number of donations for the
auction. This list of donations included a fully operational fire truck
from Jim Keltner of Mid-America Fire Apparatus and a registered
blue-papered fox trotter horse donated by Curtis and Linda Lloyd.
“These items are very appreciated by the GSAF and brought a lot
of excitement to our auction,” President Janice Blankenship said.
FY10 contributions: $79,997
FY10 distributions: $82,390
Distributions since inception: $359,725
Total Assets: $1,233,893
New Funds Established:
Jackie Dale Blankenship
Memorial Scholarship
Fund – Established by
Janice Blankenship
and Loretta Ann
Blankenship in
memory of Jackie Dale
Blankenship for a
Seymour student who
will attend Missouri
Jackie Dale Blankenship
State University. Fordland Youth Gardening Project Fund – Established
by the Fordland School District and the Fordland
Clinic to support a youth gardening project as part
of Roots for Route 60. Seymour Hunger Challenge Fund – Established as
part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest for
the pantries serving the Seymour area. Seymour Youth Gardening Project Fund –
Established by the Ozarks Family Y’s
Seymour branch and the Fordland Clinic
to support a youth gardening project as
part of the Roots for Route 60. Previously Established Funds:
St. James area
Community Foundation
Blaine A. Childress Scholarship Fund*
Blaine A. Childress Seymour, Missouri,
Library Cultural Arts Fund*
Mattie E. Childress Memorial Fund*
Robert B. Childress Memorial Fund*
Fordland Clinic Endowment Fund
Fordland Clinic Fund
The Fordland Imagination Library Fund
Dr. & Mrs. Ronald Giedd President Emeritus Fund
Greater Seymour Area Fund
GSAF Administrative Fund
The event featured a live and a silent auction, an oldfashioned cake walk, and many door prizes. The Seymour Youth
Empowerment Project students also auctioned a day’s labor for
a total of $335 for its own youth grantmaking program.
Donors to the auction included businesses and individuals,
and the proceeds totaled $10,992. It also requires a lot of
volunteer help, which included the Seymour High School
custodial staff and Rudolph Auction Services.
“We have a great team of volunteers who plan, set up, and
work all day and evening. They make this evening possible,”
Blankenship said.
Established Aug. 13, 1998
P.O. Box 456
Seymour, MO 65746
Board of Governors:
Janice Blankenship, President
Mike Barlow
Lee Binley
Ron Giedd
Charlie Haywood
Rachel Hoagland
Helen Lamb
Skipper Maybee
Marilyn Mingus
Ernie Snyder
Daniel Underwood
Renne Wallace
Contact Information:
Janice Blankenship, President
(417) 935-4801
GSAF Administrative Endowment Fund
Jerry and Carol Kleier Family and Community Fund
Ruby Knutson and Esther Miles Fund* (scholarship fund)
Lone Star Freewill Baptist Church Scholarship Fund
Sue (Coutchie) Loughrige Scholarship Fund
The Mansfield Imagination Library Fund
Mansfield/Norwood Community Fund
Mansfield Youth Gardening Project Fund
Frances Pringle Capacity Building Fund of the
Webster County Extension Council
Frances Pringle 4-H Capacity Building Fund of the
Webster County Extension Council
Seymour Area Arts Council Fund
Seymour Area Arts Council Building Fund – Building
Cultural Arts in Seymour
Seymour Elite YEP Endowment Fund
The Seymour Dolly Parton Imagination Library Fund
Seymour Historical Preservation Society Fund
Seymour Pals Fund (field of interest—children)
Seymour Pharmacy Corporate Grantmaking Fund
Seymour Senior Quality of Life Fund
St. James Area Community Foundation
Established May 13, 2003
1101 W. James Blvd.
St. James, MO 65559
Board of Governors:
Candace Connell, President
Sheran Ashby
Sam Auxier, Jr.
Jan Burch
Janell Cheek
Dan Marshall
John Phillips
Joy Tucker
Dennis Wilson
Contact Information:
Candace Connell, President
(573) 265-8650
Seymour United Methodist Church Endowment Fund
Seymour Youth Empowerment Capacity Building Fund
The Silvey Cemetery Fund
Dan & Nancy Underwood Family and Community Fund
Wellness for Webster County Scholarship Fund
*Established as an at-large fund of the Community
Foundation of the Ozarks
Legacy Society Members:
Anonymous
Ron Giedd
Community Grants:
Dollywood Foundation Books: $817.96
Seymour YEP: $500
Dollywood Foundation, books: $1,113
Seymour High School, Academic
Team books: $400
Seymour R-2 School District: $481
Ozarks Family Y - Seymour Branch
Basketballs for children’s sports: $350
Computer: $399
Regional Outreach Christian Center,
printer/copier/scanner: $300
Seymour Senior Citizens Center,
dietary supplements: $500
Accelerated Reader Program,
tshirts for program: $500
American Legion Auxiliary Unit 306,
flags and books for students: $130
Friends of the Library, large print books: $500
Seymour Headstart, children’s books: $692
Seymour R-2 School District,
Project Graduation: $500
Wright County Children’s Home: $250
Mansfield Area Historical Society, building
remodel assistance: $455
Mansfield Area Community Betterment, senior
exercise equipment: $300
Wright-Way Animal Compassion Association: $250
Regional Outreach Christian Center: $250
Mansfield Area Community Betterment,
Food Closet project: $200
Dollywood Foundation, books: $557
Dollywood Foundation, books: $172
FY10 contributions: $1,100
FY10 distributions: $1,500
Distributions since inception: $64,751
Total Assets: $55,093
Previously Established Funds:
Terri L. Bruner Music Scholarship Fund
St. James Area Capacity Building Fund
St. James Area Community Foundation Grantmaking Fund
St. James Caring Center Endowment Fund
St. James Memorial Endowment Fund
St. James Schools Enhancement Endowment Fund
55
Annual Fundraiser Boosts Foundation and Schools
T
he Republic Community Foundation is increasing
its grantmaking and endowment funds through an
annual fundraiser that involves selling cards that offer
discounts at area restaurants.
Board President Stan Coggin said the Foundation used
this fundraiser for the third time last year and splits the
proceeds evenly with Republic schools. The Foundation’s
share was more than $10,000 in fall 2009, Coggin said.
It’s also a good opportunity for the kids who sell the
$10 punch cards because there are incentive prizes for
them. The cards offer specials like buy one meal, get one
free and are good for a year.
“It’s been a pretty good deal for us,” Coggin said.
Republic
Community Foundation
Republic Community Foundation
Major Hammett , of the Educational Funding Group, presents a
check to Republic Community Foundation President Stan Coggin
after a successful annual fundraiser selling discount cards.
Established Nov. 19, 2004
9340 W. Farm Road 144
Springfield, MO 6580
Board of Governors:
Stanley Coggin, President
Randy Brake
Cindy Crabtree
Vickie Hayward
Jared Keeling
Steve Lohkamp
Dr. Vern Minor
Cyndy Muench
Contact Information:
Stanley Coggin, President
(417) 235-7836
FY10 contributions: $62,940
FY10 distributions: $31,546
Distributions since inception: $81,751
Total Assets: $205,013
New Funds Established:
Republic Veterans’ Memorial Fund – Established to
support a veterans’ memorial in Republic.
Silent Servant Scholarship Fund – Established by an
anonymous donor to support an annual scholarship
for Republic High School graduates. Previously Established Funds:
2010 Republic High School Project Graduation Fund
2011 Republic High School Project Graduation Fund
Lt. Col. John Michael Armstrong Memorial
Scholarship Fund
City of Republic Parks and Recreation Capacity
Building Fund
City of Republic Parks and Recreation Endowment Fund
Gift of Caring Fund
Joe King Memorial Scholarship Fund
People Helping People Fund
Republic Community Foundation Administrative
Endowment Fund
Republic Community Grant Making Endowment Fund
Republic Rural Schools Arts Fund
Republic School Volunteers Fund
Jane Gray Smith Charitable Fund
Ronnie Smith Employee Endowment Fund
Walter L. Smith Memorial Charitable Fund
The Glenda D. Swift Education for Success Fund
Mary Ann White Memorial Scholarship Fund
Legacy Society Members:
John L. Hayes and Susanne M. Sickles
Jane Gray Smith
First “Champagne Campaign” Reception a Success
T
he Community Foundation of the Lake
created a signature event with its inaugural
“Champagne Campaign” reception at the home
of Lynn and Peg Griswold, Board President
Trenny Garrett said.
The event was an opportunity for many
interested individuals from the Lake area to
learn more about the young Foundation’s
goals of building the community’s educational,
cultural, health, and economic development.
The evening featured music, hors d’oeuvres
and wine tasting. The Foundation plans to turn
this into an annual event to build awareness and
provide new ways for area residents to become
actively involved in supporting services and
programs that enhance the lake’s quality of life.
FY10 contributions: $41,102
FY10 distributions: $8,152
Distributions since inception: $8,152
Total Assets: $357,850
Established March 16, 2009
P.O. Box 210
Osage Beach, MO 65065
Board of Governors:
Trenny Garrett, President
Janice Gentile
Contact Information:
Trenny Garrett, President
(573) 302-2474
New Funds Established:
Austin Nelson Memorial Scholarship Fund –
Established by Becky Nelson in memory of
her son, Austin, who died in a car accident
in July 2007, for a Fatima High School
(Westphalia, Mo.) student.
Community Foundation of the Lake Grantmaking
Fund – Established to grant to public
educational and charitable purposes.
Lake Area Helping Hands HS Fund – Established
to support its organization. Previously Established Funds:
Johnson Family Donor Advised Fund*
John H. and Ruby M. Laurie
Charitable Fund*
* Established as an at-large fund of the
Community Foundation of the Ozarks
Community Foundation
of the Lake
Community Foundation of the Lake
Annual
Report
bourbon
Community Foundation
STE. Genevieve county
Community Foundation
FY 2010
Ste. Genevieve County Community Foundation
Community Betterment Services Supported through
Ste. Genevieve Community Development Grant Awards
E
ach year, an impressive number of
community organizations, agencies,
schools, and youth service groups become
beneficiaries of grant awards made by the Ste.
Genevieve County Community Foundation,
either directly or through the Community
Development Fund grant program.
President Sandra Cabot describes the work
of the Ste. Genevieve County Community
Foundation as a team effort.
“We have a very dedicated Board of
Directors who are committed to funding
results-oriented community programs of all
sorts,” she said. “Whether it is a grant for a
local cultural program, an endowment for
a targeted purpose, or selecting our college
scholarship recipients, our Board members
are each very focused on our motto of
‘working together to build a brighter future’.”
Examples of direct grants made recently
through the Ste. Genevieve County
Community Foundation include support
for a much-needed public restroom facility
in downtown Ste. Genevieve, electricity
stipends for local charities working with lowincome clients, supplies for the local hospice
program, and several grants for community
arts programming. The Ste. Genevieve
County Community Foundation has been
making direct grants in the region since its
founding in 2003.
The Ste. Genevieve County Community
Foundation also administers the Community
Development Fund grant program. This
fund, made possible through an annual
gift from Holcim (US) Inc., since 2006,
continues to have tremendous impact on
the community. Guided by a seven-person
CDF Review Committee, the CDF fund has
provided needed support for projects such as
public safety, educational support, economic
development, and improvements at the Ste.
Genevieve Community Center.
The very impressive history of distributions
since the establishment of the organization in
2003, totaling more than $1,348,000, attests
to the leadership and dedication of the Ste.
Genevieve Community Foundation Board
and the importance they place on serving as
an agent of positive change for the region.
FY10 contributions: $323,761
FY10 distributions: $272,920
Distributions since inception: $1,348,174
Total Assets: $569,177
Previously Established Funds:
The Ferry Landing & River Beautification Fund
Foundation for Restoration of Ste. Genevieve
Educational Research Award Scholarship Fund
The Kent Kehr Administrative Operations
Endowment Fund
Ozark Regional Library/Reading
Express Program Fund
The Ann Murray Schaefer Memorial Fund
Ste. Genevieve Community Fund
Ste. Genevieve County Community Development (CDF)
Grant Making Fund
Ste. Genevieve County Community Development (CDF)
Endowment Fund
Ste. Genevieve County Community Foundation
Scholarship Fund
Ste. Genevieve County Community Grant
Making Endowment Fund
Ste. Genevieve Memorial Cemetery
Preservation Endowment Fund
Community Development Fund Grants:
Ste. Genevieve County Community Foundation
Scholarship Fund: $22,000
Ste. Genevieve Downtown Renewal Project,
Plein Air/Autumn Daze 2009: $1,000
Ste. Genevieve Art Guild, Promenade
Des Arts 2009: $1,000
Ste. Genevieve 2009 Summer Music Series: $1,500
Foundation for Restoration of Ste. Genevieve: $1,011
Established April 4, 2003
P.O. Box 247
Ste. Genevieve, MO 63670
Board of Directors
Sandra Cabot, President
Chris Kertz, Treasurer
Bob Mueller, Secretary
Ron Coleman, Vice President
Dick Greminger
Don Heil, Jr.
Ron Inman
Tom Keim
Dr. Lesa Klein
Russ Loida
Rod Scherer
Contact Information:
Sandra Cabot, President, (573) 483-9595
Ste. Genevieve Industries, Sheltered Workshop: $5,000
Ste. Genevieve Community Services Forum,
Community Internet Project Phase II: $16,000
Community Center Foundation of Ste Genevieve
County, pool heater equip.: $10,000
Foundation for Restoration of Ste. Genevieve: $1,011
Ste. Genevieve Community Services Forum, for Young
Mother’s Support Group: $3,000
Ste. Genevieve County Emergency Management, fire
department radios: $38,400
Ste Genevieve Industries, Circulation Fans: $9,015
Ozark Regional Library, Records Scanner: $1,990
Ste. Genevieve Sheriff’s Dept., patrol car: $29,967
New Bourbon Port Authority, conveyor system:$30,000
Ste. Genevieve Parish, emergency lighting
for schools: $5,000
St. Agnes School, textbook matching grant: $5,000
Valle Schools Foundation, Inc., reading grant: $2,500
Ste. Genevieve Public Water Supply District #1,
portable generator: $60,554
Ste. Genevieve Community Center, disable
access door: $10,000
East Missouri Action Agency, Inc.,
staff training funds: $2,000
Ste. Genevieve Community Services Forum,
for Farmer’s Market: $2,365
East Missouri Action Agency, Inc., back-to-school
program support: $3,000
Bourbon Community Foundation
Bourbon Set to Take Grant Requests
T
he Bourbon Community Foundation’s
Board of Governors worked over the
past year to develop an application format
and they are ready to receive requests for
grants that will benefit their community
and region, President Mary Heywood says.
The Board plans to partner with area
FY10 distributions: $9,121
Distributions since inception: $20,264
Total Assets: $57,955
newspapers to let organizations know of the
new grant format and availability of funds.
Anticipating many requests, the Board
also developed a review process to
quickly respond to each application and
award successful proposals.
Previously Established Funds:
Bourbon Community Foundation Administrative Fund
Bourbon Community Foundation Fund
Mid-Ozarks CASA Fund*
Watts Athletic Fund
*Also a component fund of the Crawford County Foundation, Inc.
Established Oct. 3, 2002
P.O. Box 865/101 E. Pine
Bourbon, MO 65441
Board of Governors:
Mary Heywood, President
Alice Bremer
Randy Bremer
David Brine
Jerry Crump
Mike Delashmit
Carol Hofsetter
Jim Smith
Becky Turner
Contact information:
Mary Heywood, President, (573) 732-4655
57
Hammons Products Supports Community with 3 New Funds
T
he Stockton community received
a significant charitable boost
in 2010 when Hammons Products
Company established three new
charitable funds through the Stockton
Community Foundation to support
community needs.
The Hammons Products Company
will complete its corporate charitable
grantmaking, support emergency
needs of community members,
and support the development of
leadership skills of Stockton citizens
with the three new funds.
President and CEO Brian Hammons
is proud to support the community
through the establishment of these
funds and is excited to complete this
work through the Stockton Community
Foundation and the Community
Foundation of the Ozarks.
“Thanks to the CFO, our local
affiliate foundation has the opportunity
to make a real long-term difference
in the Stockton community,” he said.
“We plan to keep our black walnut
business in Stockton, and I’m excited
that we can work with the Stockton
Community Foundation in supporting
its vision to build upon our heritage
and make tomorrow even better.”
One of the Stockton Community Foundation’s projects this year involved the Stockton Teen
Empowerment Project. STEP students worked together to submit a 60 Second Challenge video
that explained the Youth Empowerment tenets of service, education, fundraising, and grantmaking.
STEP students were awarded 3rd place and received a $500 grant from the CFO and the Youth
Empowerment Project.
FY10 contributions: $37,337
FY10 distributions: $78,939
Distributions since inception: $228,552
Total Assets: $581,486
New Funds Established:
Hammons Products Company Benevolence Fund Established to support the emergency needs of
local Stockton residents.
Hammons Products Company Fund - Established
to support the family’s and Hammons Products
Company’s charitable giving. Stockton Angel House Fund - Established to support a
women’s shelter. Stockton Community
Leadership
Development
Fund – Established
Brian Hammons of
Hammons Products
Company to strengthen community leadership skills.
Stockton Hunger Challenge Fund - Established as
part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest
for the pantries serving the Stockton area.
Stockton Public Schools Foundation Special Projects
Fund – Established for special projects at the
Stockton Public Schools.
Previously Established Funds:
Cedar County Historical Society Endowment Fund
Established May 2, 2002
17150 S. 1539 Road
Stockton, MO 65785
Board of Governors:
Ginger Hendrickson, President
Rick Brown
Brian Hammons
Dennis Reaves
Dr. Vicki Sandberg
Larry Shellhorn
Charles Skaggs
Stewart Thomson
Contact Information:
Ginger Hendrickson, President
(417) 276-6883
Cedar County Library District Stockton Building Fund
Friends of the Library, Inc., Stockton, Missouri Fund
SAC Arts Council Endowment Fund
Ted and Cleva Sell Scholarship Fund
Skaggs/Exxon Mobil Administrative Endowment Fund
Stockton Community Foundation Grantmaking Fund
Stockton Lake Conservation Fund
Stockton Lions Community Fund
Stockton Nursing Home Fund
Stockton Public Schools Foundation
Abbott Scholarship Fund
Stockton Public Schools Foundation
General Scholarship Fund
Stockton Public Schools Foundation
Korth Scholarship Fund
Stockton Public Schools Foundation
Miller Scholarship Fund
Stockton Rebuilding Fund
Stockton Revolving Loan Fund
Stockton Senior Center Capacity Building Fund*
Stockton Teen Empowerment Program Grant Fund
Stockton Teen Empowerment Program
Endowment Fund
Stockton United Methodist Church Endowment Fund
* A subfund of Care Connection for Aging Services
Legacy Society Members:
Gary and Jana Funk
Community Grants:
Stockton R-I Public Schools
School play sets and scripts: $450
Communications Dept. “Touring our Town”: $250
Church of God Holiness/Church on the Hill Household
appliances for Angel House: $1,300
Stockton Community Development Corporation,
community loan: $30,000
Cedar County University of Missouri Extension, 4-H
shooting sports equipment: $299
Amvets Post 116 Ladies Auxiliary, Take Kids
Swimming: $300
Stockton R-I Public Schools
Digital camera: $490
Reading program books: $600
Stockton R-I Public Schools, Stockton
YEP grants: $800
stockton
Community Foundation
Stockton Community Foundation
Annual
Report
willard children’s
charitable Foundation
FY 2010
Willard Children’s Charitable Foundation
Educational Endowment to Support
Scholarships, School Needs
A
new Willard Educational Endowment Fund was
established this past year to provide financial
support for educational grants benefitting children of the
Willard community and school district.
These grants will range from individual educational
scholarships granted by
the Willard Children’s
Charitable Foundation
to support for
direct investments in the Willard School District for
technology enhancements.
The initial target for the new fund is to raise $30,000,
including participating in the Harry Cooper Supply Company
Campaign for the Ozarks Phase II challenge grant.
The WCCF also hosted Willard’s first traveling art
exhibit, “Apron Strings: Ties to the Past” at Rocco’s
Pizza over the summer. It featured 51 vintage and
contemporary examples of aprons. The Willard High
Willard students perform an original production as part of a traveling exhibit on
School Theatre presented two performances of its own
“Apron Strings: Ties to the Past.”
debut of “Apron Strings: Ties to the Past,” written and
also performed. The Willard High School lobby and the stage
directed by Kendra Chappell. The production traced
were decorated with local antiques, aprons and artwork created
the adornment of the apron throughout history; gender rivalry and
by Willard students. This exhibition was made possible by Arts
romantic bliss tied to the apron; and the fabric of the community
in Communities, a program of Mid-America Arts Alliance, the
and its heritage. Missouri Arts Council, the Community Foundation of the Ozarks,
The performance blended comedy and drama, dancing,
and the National Endowment for the Arts.
singing, and storytelling. Guest artist Colleen Mallette from Texas
FY10 contributions: $43,677
FY10 distributions: $34,460
Distributions since inception: $113,780
Total Assets: $212,322
New Fund Established:
Willard Educational Endowment Fund – Established by
the Willard R-II School District to support its longterm academic goals as part of the Cooper Phase II
Challenge. Previously Established Funds:
Conco Charitable Fund
John Oscar Farmer Family Scholarship Fund
Dr. Mildred Fortner Scholarship Fund
Helping Hooves Fund
Established Aug. 24, 2005
Willard R-II Schools,
Attn: Tammy Conner
460 E. Kime St., Willard, MO 65781
(417) 742-2584
www.willard.k12.mo.us/co/tech/wwcf.htm
Board of Governors:
Danette Proctor, President
Jeff Baker
Judy Craig
Nicholas David Rader Memorial Fund
Willard Branch Library Fund
Willard Charitable Foundation Administrative Fund
Willard Charitable Foundation Capacity Building Fund
Willard Charitable Foundation Scholarship Fund
Willard Children’s Health and Dental Fund
J.M. Crighton
Sam Farmer
Chrysta Forrest
Sandy Gold
Guy Morelock
Jerome Rader
Amy Snelson
Steve West
Contact Information:
Danette Proctor, President, (417) 742-3500
Willard Children’s Health and Dental Endowment Fund
Willard Community Grantmaking Endowment Fund
Community Grants:
Scholarships: $8,980.50
Health and Dental Fund: $5,131.16
59
Truman Lake Awards 16 Grants totaling $21,915
T
he Truman Lake Community Foundation is among the CFO’s
most active grantmaking affiliates every year with grantmaking
cycles in both fall and spring. In FY10, the Truman Lake Community
Foundation made seven grant selections totaling $9,740 in October
and nine grants for $12,175 in April.
State Fair Community College received a fall grant from the TLCF
for $5,000. Funds from this grant helped support the purchase of a
“smart” classroom at the Truman Regional Education Center in Clinton.
The St. Clair County Hospital District’s Sac-Osage Hospital in
Osceola received a spring grant for $5,000. With these funds, the
hospital‘s grant was matched to support the purchase of a defibrillator
life-pak for the hospital’s emergency department.
FY10 contributions: $631,546
FY10 distributions: $1,879,460
Distributions since inception: $2,390,845
Total Assets: $2,107,144
New Funds Established:
John (deceased) & Betty Brecht Endowment Fund for
United Methodist Church, Clinton, Mo. – Established
by Betty Brecht in honor of her late husband, John.
John (deceased) & Betty Brecht Endowment Fund for
Clinton Arts Council – Also established by Betty
Brecht to honor her late husband, John.
John B. Browning Fund – Established to support the
Appleton City Museum. Clinton Youth Empowerment Program Endowment
Fund – Established to support youth-oriented
projects in the Truman Lake area. Gabby Girls
Scholarship Fund –
Established to
provide an annual
scholarship to a
college junior or
senior woman.
Lovella Hilty
Memorial
Scholarship Fund – Established by John, Shawn, and
Joe Hilty to support Clinton High School graduates.
Robert W. Kelsay Scholarship Fund – Established to
award to graduates of Salisbury R-IV, Archie R-V, or
Sherwood Cass R-VIII on a rotating basis. People for Animal Welfare Services Endowment Fund –
Established to assist PAWS with its
long-term goals. Scott R. Shoemaker Memorial
Scholarship Fund – Established
by Kathy Shoemaker and Sarah
Shoemaker in memory of Scott R.
Shoemaker to support Clinton High
School graduates.
abby
irls
Previously Established Funds:
Anonymous Fund
Bill J. and Patricia A. Burgess Fund
Clinton Animal Rescue Endeavor Capacity Building Fund
Clinton Area Arts Foundation Fund
Clinton Christian Academy Endowment Fund
The Clinton Christian Academy Gymnasium Fund
Clinton Industrial Development Corporation Fund
Clinton Main Street Partnership Fund
Clinton Memorial Camp Fund
Clinton Senior Center Service Board Operations Fund
Clinton Youth Empowerment Program Fund
Bob & Ginnie Cook Family Foundation
Truman Lake Community
Foundation President
Sandie Sorbo (center)
presents a $5,000 check to
Jeff Speaks and Marti Hart
of the Sac-Osage Hospital.
Established May 15, 2000
P.O. Box 463
Clinton, MO 64735
Board of Governors:
Sandie Sorbo, President
Patty Bancroft
Marnie Bellamy
Linda Coleberd
Jim Cook
Galen Dody
Lynn Gabbert
Kathy Garnett
Dr. Gary Groff
Bruce Hadley
Leigh Paul
Randy Shipman
J.C. Smith
Sandra Thomason
Julius Wall
Robert Wheeler
Contact Information:
Sandie Sorbo, President
(660) 885-2134
Community Memorial Fund
Dody/Young Scholarship Fund
KCP&L Fund
Douglas and Kristi Kenney Family and Community Fund
First Baptist Church Fund
Golden Valley Memorial Hospital Foundation Fund
Heard – Wetzel Fund
Henry County Breast Cancer Foundation of the Ozarks
Capacity Building Fund
Henry County Historical Society Endowment Fund
Henry County Historical Society Children’s Corner
and Theatre Fund
Henry County Historical Society/Dorman House Fund
Henry County Soldiers Memorial Maintenance Fund
Denver W. & Marjorie J. Johnson Fund
Sara Jane and Anthony J. Komer Family and
Community Fund
Lakeland R-III Foundation Fund
Lakeland Scholarship Fund
Lakeland Viking Alumni Scholarship Fund
Literacy Council of Clinton Fund
Thomas W. McNutt Family & Community Fund
Midwest Behavioral Healthcare Management, Inc.
Capacity Building Fund
The Perpetual Ministries Fund of the Clinton
United Methodist Church
Prevention Services for Youth Fund
Quality of Life Endowment Fund
Ronda Seaton, DVM Memorial Scholarship Fund
Skidmore Foundation Fund
Samuel A. Sloan, Evelyn Sloan and Beulah Sloan
McCoy Scholarship Fund
Sandra E. & Douglas L. Thomason Family Fund
Truman Lake Community Foundation Unrestricted Fund
Truman Lake Community Foundation Administrative Fund
Union State Bank and Trust Fund
Julius F. and Sally Wall Fund
Windsor Senior Center Service Board Operations Fund
Wrigley Fund
Legacy Society Members:
Berry & Judy Beebe
John (deceased) & Betty Brecht
JC Smith
Mr. & Mrs. Douglas Thomason
Robert S. Wheeler
Community Grants:
City of Windsor, Mo.
Renovation of railroad depot: $1,000
Playground equipment: $1,000
Holy Rosary Catholic Church, playground equipment
move and fencing: $1,000
Living Waters Ranch, Program for
underprivileged children: $400
State Fair Community College Foundation
smartboard/project: $5,000
Golden Valley Daycare, electrical repairs: $250
Clinton Schools, camera and projector: $1,090
Clinton Christian Academy: $589
Henry Elementary School: $800
St. Mary’s School: $1,000
Scouting Unlimited, Inc.: $250
Henry County Community Assessment Resource
Team, Born to Read Program: $700
Clinton Christian Academy, YEP grant: $298
Clinton Christian Academy, YEP grant: $199
Clinton Schools, YEP grant: $275
St. Clair County Hospital District 1, equipment: $9,050
Truman Lake
Community Foundation
Truman Lake Community Foundation
Annual
Report
Finley River
Community Foundation
FY 2010
Finley River Community Foundation
Finley River Flourishes
with Events, New Funds
T
he Finley River Community Foundation continues to be one
of the CFO’s most active and innovative affiliates with several
new funds and programs initiated over the past year along with a
focus on asset development.
The Foundation, in partnership with the Ozark Area Chamber of
Commerce, hosted the 2010 “Ozark Community Dinner,” where
announcements were made about the Ozark community service
award winners, four Ozark Public School awards, the outstanding
firefighter and police officer awards and the coveted Citizen of the
Year Award was presented to longtime leader Bill Hanks.
A second successful event sponsored by the Finley River
Foundation is the annual “New Year’s Eve Charity Dinner and
Auction,” which raised an additional $2,000 for grantmaking.
The Ozark High School chapter of the Youth Empowerment
Project follows Finley River’s example as one of the most
successful and most experienced YEP groups in the region. The
student group received a $2,500 prize for creating a winning
video in the CFO’s “60 Second Challenge” video competition. The
Established May 17, 2001
P.O. Box 1176
Ozark, MO 65721
Board of Governors:
Sarah Orr, President
Dr. Cindy Baker
Jackie Barger
Margie Beadles
Carole and Clifton Collins
Elise Crain
Janis Creek
Susan Haralson
Frank Lorenz
Karen Miller
John Nixon
Mark Orr
Kathryn Owens
Debbie Phillips
Dale and Rachel Robertson
Tom and Patti Tobin
Dr. Mark Woods
Contact Information:
Sarah Orr, President
(417) 581-2400
FY10 contributions: $134,184
FY10 distributions: $96,288
Distributions since inception: $414,624
Total Assets: $835,093
New Funds Established:
Care to Learn – Ozark Fund – Established to provide
basic needs, such as hunger, health
and hygiene.
Children’s Smile Center: Finley Fund –
Established for efforts to develop a
second location.
winning video - “Someday We’ll All Be Philanthropists” - is a
student-created piece, which provides a 60-second synopsis of
the work of Ozark’s YEP.
The Finley River Foundation also exceeded its goal for the
Ozarks Million Dollar Hunger Challenge program by $3,000.
Through that effective fundraising effort, additional food
resources will be available to area residents.
The FRCF formed an Education Committee to assist Ozark Public
School Teachers in applying for and receiving funds from the CFO’s
Coover Place-Based Education program. Ozark Public Schools
received an $18,500 Coover grant for a history project in conjunction
with the Christian County Historical Society and Museum.
The Youth Empowerment Project-Ozark won the first-ever
“60 Second Video Challenge” in spring 2010.
Finley River Hunger Challenge Fund – Established as
part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest for
the pantries serving the Ozark area. Nixon Family and Community Fund – Established by John
and Culah Nixon to assist with their charitable goals. Sparta R-III School Foundation Fund – Established to
support the school’s needs. Sparta R-III School Foundation Endowment Fund Established to support the school’s long-term needs. Previously Established Funds:
E. Dean and Mary Adams Fund
Ryan Capps Memorial Scholarship Fund
Christian County Domestic Violence Fund*
Christian County Historical Society Endowment Fund*
City of Ozark Employees Fund
Clifton and Carole Collins Fund
The Cornerstone Capacity Building Fund
M. Elise Crain Fund
Madeline Endicott Memorial Fund
Exchange Bank Scholarship Fund
Finley River Administrative Endowment Fund
Finley River Community Foundation Unrestricted Fund
Friends of the Christian County Museum Fund
Neal and Betty Grubaugh Scholarship Fund
for History Majors
Hanks-Wilson Ozark High School Scholarship Fund
Helen Hawkins Scholarship Fund
Daniel F. Hedgpeth Memorial Fund
Rayo Howard Capacity Building Fund for the Christian
County Historical Society
Steven Lorenz Memorial Fund
Dennis Miller Memorial Fund
Mark & Sarah Orr Family Fund
Ozark Bank Fund
Ozark Boosters Club Fund
Ozark Class of 2009 Project Graduation Fund
Ozark Class of 2010 Project Graduation Fund
Ozark Class of 2011 Project Graduation Fund
Ozark Class of 2012 Project Graduation Fund
Ozark Class of 2013 Project Graduation Fund
Ozark Class of 2014 Project Graduation Fund
Ozark High School Alumni Scholarship Fund
Ozark Main Street Endowment Fund
Ozark Presbyterian Church Capital Improvement Fund
Ozark Presbyterian Church Endowment Fund
Ozark School Museum Fund
Ozark Teachers and Employees Fund
Josephine Plummer Memorial Scholarship Fund
Sandy Russell Memorial Scholarship for Ozark Public
Schools Fund
The Matthew P. Stoelb Continuing the Journey
Scholarship Fund
Women In Need Endowment Fund
Women In Need Fund
Youth Empowerment Project of Ozark Capacity Building Fund
Youth Empowerment Project of Ozark Endowment Fund
*Also a component fund of the Nixa Community Foundation
Legacy Society Members:
Elise Crain
John Nixon
Dale & Rachel Robertson
Community Grants:
Ozark Upper Elementary, digital video camera: $200
Ozark East Elementary School
T-shirts for behavior program: $350
Video cameras for 2nd grade: $350
Rewards for PBS program: $400
Ozark High School
Fitness equipment: $500
Laptop for gifted program: $1,487
Publications staff camera: $500
Finley River School
Potters wheel and supplies: $94
Potters wheel for Bowls of Hope: $500
Ozark East Elementary School
2nd grade camera: $150
Tiger Pak program: $240
Ozark Upper Elementary, Tiger Pak program: $300
Care to Learn – Ozark, Tiger Pak program: $1,500
Ozark South Elementary, school supplies for
needy kids: $500
Highlandville Elementary School, materials and books
for Title I: $270
Children’s Smile Center, CSC, Inc., dental supplies: $500
Christian County Family Crisis Center, house coats for
Family Violence Center: $469
Ozark Senior Center, nine ceiling fans: $900
Least of These, school supplies: $634
61
Coover Grant Energizes Aurora’s Solar Technology Project
S
tudents in the Aurora High School
Industrial Technology department spent
the 2010 spring semester learning about
solar technology thanks to a Rural Schools
Partnership student conservation grant. The Advanced Engineering Design class
at Aurora purchased and assembled 60
watts of solar panels, which they attached
to a deep-cycle storage battery. This
project was funded by a $19,325 placebased education grant through the Louis
L. and Julia Dorothy Coover Regional
Grantmaking Program.
“We are looking forward to using the
panels for the education of our students,”
Adviser Brad Boettler said. “The panels
are great hands on tools to educate our
students on the application and use of
renewable energy sources.”
After assembling the panels, students
studied the many ways they could become
more energy efficient. Students then took
their knowledge about energy efficiency
and shared that information with others
with a booth at the Shepherd of the Hills
Earth Day celebration in April. The solar
panels on display were used to support
the PowerPoint presentation and laptop
computer at their booth.
Established Sept. 11, 2006
Board of Governors:
Randy Howard,
President
James Ferguson,
Secretary/treasurer
Nancy Asay
Sara Herndon
Regina Leitle
Scott Pettit
Joe Woodcock
Contact information:
Randy Howard
President
(417) 678-2102
Aurora High School Industrial Technology students assemble new solar panels purchased with a Rural Schools Partnership grant.
FY10 contributions: $38,862
FY10 distributions: $34,176
Distributions since inception: $155,415
Total Assets: $794,233
New Funds Established:
Aurora Hunger Challenge Fund – Established as part
of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest for
the pantries serving the Aurora area. Aurora Schools Endowment Fund – Established by the
Aurora R-VIII School District to support academic
programs at Aurora schools as part of the Cooper
Phase II Challenge. John J. Lee Memorial Fund – Established by the Aurora
Area Community Foundation as an unrestricted
endowment fund for community grantmaking. Tri County Pregnancy Resource Center Fund –
Established to help support its mission.
Previously Established Funds:
Sadie Ruth Ferguson Fund
Mildred Ann Groves Childress
Memorial Fund*
Hometown Pride Fund
Norman Family Fund
Christine N. Steele Fund for the
Willow Springs Arts Council
Willow Springs Community Foundation
Community Development Fund
*Established as an at-large fund with the
Community Foundation of the Ozarks
Previously Established Funds:
Aurora Area Community Foundation Administrative Fund
Aurora Area Unrestricted Community Grantmaking Fund
Aurora Community Theatre Memorial Scholarship Fund*
Aurora Police Department Support Fund
Ed Cook Memorial Scholarship Fund*
J.K. Burney Scholarship Fund*
James D. and Mary L. Crafton Endowment Fund*
Houn Dawg Scholarship Fund
JD and Carol Ann Pilkenton Fund
United Commercial Travelers #632 of Aurora, Missouri Fund*
* Established as at-large funds of the Community
Foundation of the Ozarks
Legacy Society Members
Brian & Renee Fogle
Community Grants:
Pregnancy Care Center: $500
New Veteran’s Memorial: $500
Verona R-VII: $1,176
Established
March 15, 2001
P.O. Box 345
Willow Springs, MO
65793
Board of Governors:
Phill Knott, President
Sheila Burtchett
Jamie Ogden
Hubert Reaves
Carol Ann Richardson
Joan Bailey-Russell
Joe Schneider
Sandy Smith
Lou Wehmer
Contact Information:
Phill Knott, President
(417) 469-3134
Willow Springs
Community Foundation
Willow Springs Community Foundation
FY10 contributions: $525
FY10 distributions: $523,247
Distributions since inception: $547,697
Total Assets: $2,360,846
Aurora area
Community Foundation
Aurora Area Community Foundation
Annual
Report
Community Foundation of
southwest Missouri, inc.
FY 2010
Community Foundation of Southwest Missouri, Inc.
Dr. W. Russell and Betty Smith
Considered Community as Family
I
n the midst of a busy year for the
Community Foundation of Southwest
Missouri, the affiliate serving Barton,
Jasper, McDonald and Newton counties
also mourned the loss of longtime Carthage
surgeon, Dr. W. Russell Smith, who died
this summer.
As members of The Legacy Society, Dr. Smith
and his wife, Betty, wanted to make a
planned gift, which includes their beautiful
home, to benefit multiple charitable
organizations for years to come. Through
the Dr. W. Russell Smith Family Foundation,
they had provided 322 grants totaling more
than $1 million to healthcare, education
and the arts.
Dr. Smith and his wife, Betty, began their
philanthropic journey with Carthage Historic
Preservation Inc., a group dedicated to
preserving the city’s historic architecture.
Their efforts created three historic districts
that include restoration and maintenance
Dr. W. Russell and Betty Smith
of the Phelps House, a Victorian era family
mansion designed by William Phelps
Challenge” with Carl Junction placing second and McAuley
(1845-1916) and constructed in 1895. Dr. Smith valued history
receiving an honorable mention.
and fondly remembered times when children could play alone
The McAuley YEP awarded $1,400 to the Joplin Public School
outside, doors remained unlocked (if they had locks at all), and
District’s Angel Fund for basic necessities for students.
neighbors were considered family.
With further focus on helping youth succeed, the CFSM also
awarded four scholarships. Scott Knutzen, of Carl Junction High
School, and Courtney Mayfield, Lamar High School, received
the Dr. Curtis Rex Carter Scholarship to pursue a bachelor’s
degree in engineering.
Jennifer Simpson, Thomas Jefferson Independent Day School,
received a Henry J. and Lucille J. Straus Scholarship and Chase
Dilworth, of Webb City, received the Quigley Christian Athlete
Scholarship for students majoring in pastoral studies.
Carl Junction Youth Empowerment Project
“They really cared about people,” son Bill Smith said. “They
saw that their inspiration created inspiration. I think that’s what
kept them going.”
The CFSM’s Youth Empowerment Projects also had a busy
year. New YEPs began at McAuley Catholic High School and
Carl Junction. Both participated in the “60-Second Video
McAuley High School Youth Empowerment Project
63
FY10 contributions: $1,326,466
FY10 distributions: $550,423
Distributions since inception: $4,309,746
Total Assets: $5,628,308
Newly Established Funds:
Arts Building Community Fund –
Established by the Joplin Area
Cultural Affairs Committee to support
arts and human services.
Beshore Family Foundation – Established by Lance and
Sharon Beshore to assist them with
their charitable giving.
Kelly Jo Brookshire One Love Fund –
Established by Susan Brookshire and
Stephanie Sargent to support the
Camp Quality Ozarks. Kelly Jo Brookshire
Carl Junction Educational Foundation
Endowment Fund – Established to support projects at
the Carl Junction School District. Carl Junction Educational Foundation Fund –
Established to support projects at the Carl Junction
School District. Carl Junction High School Youth Empowerment Fund –
Established by the Carl Junction Youth Empowerment
Project to support youth-driven philanthropic activities.
Carl Junction Police Department/Shop with a Cop Fund –
Established to house donations for the Police
Department’s Shop with a Cop program. Carthage Hunger Challenge Fund – Established as
part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest
for the pantries serving the Carthage area. College Heights Christian School Endowment Fund
– Established to help with long-term sustainable
funding for the school.
Community Support Services of Missouri Fund and
Community Support Services of Missouri Endowment
Fund – Established to help fund the organization’s
work with children and adults with developmental
disabilities.
Freund Charitable Remainder Trust Fund – Established
by Edgar and Tonya Freund to support the Carthage
Y, Carthage Salvation Army, Joplin Boys & Girls
Club, and the Missouri Southern State University Art
Department. Guthrie Gilmore Fund –
Established through a
bequest gift by Mr. Guthrie
Gilmore to be equally
divided between the First
United Methodist Church
in Carthage, the American Red
Cross in Springfield, and the First
Presbyterian Church in Carthage.
The Henrietta Hedge Memorial Fund –
Established to benefit the
First United Methodist Church
in Carthage. The Hough Fund – Established through
a bequest from Hal Hough in
memory of George Everett and
Helen-Mar Halliburton Hough
for the betterment of Carthage,
including the city-owned hospitals. Ike’s Family and Community Fund –
Established by Dr. Mark and
Teresa “Tess” Pinkerton to support
their charitable giving, particularly the
international adoption of orphans in Ethiopia.
Established May 24, 1999
3510 E. 3rd St.
Joplin, MO 64801
Board of Directors:
Bill Lee, Chair
David Mouton, Vice Chair
Sherry McCormack, Secretary
Blake Hierholzer, Treasurer
Lori Smith
Barbara Hicklin
Don LaFerla
Ann Leach
Rob O’Brian
Lisa Knutzen
Contact Information:
Michelle Ducre, Executive Director
(417) 206-0087 or (417) 359-5534
Joplin Area Realtors’ Benevolence Fund – Established
to support emergency needs of families of realtors
and affiliate members of the Ozark Gateway
Association of Realtors.
Joplin Hunger Challenge Fund – Established as part
of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest
for the pantries serving the Joplin area. McAuley High School Youth Empowerment Fund –
Established by the McAuley High School Youth
Empowerment Project to support youth-driven
philanthropic activities.
Previously Established Funds:
ALS Organization Fund
George and Geraldine Beimdiek
Memorial Fund
Beimdiek Challenge Grant Fund
Steve and Mary Jean Beimdiek Family and
Community Fund
Browne Family Foundation
Curtis Rex Carter Science
Scholarship Fund
Carthage Arts Council Fund
The Carthage Crosslines Fund
The Carthage Fund
Carthage Crisis Center
Endowment Fund
Carthage Crisis Center, Inc.
Capacity Building Fund
Carthage Historic Preservation
Capacity Building Fund
Carthage Historic Preservation Fund
Carthage Public Library Fund
Carthage Rotary Club Charitable Fund
Carthage Rotary Scholarship
Carthage Youth Empowerment
Program Capacity Building Fund
City of Carthage Beautification Fund
City of Carthage Carter Park Fund
City of Carthage Dog Park Fund
Colossians 3:17 Fund
Community Foundation of Southwest Missouri
Operating Endowment Fund
CFSM Capacity Building Fund
The W. Robert Corley Fund
Episcopal Youth Group of Carthage
Endowment Fund
Fair Acres Family YMCA, Inc. Fund
Gregg and Sheila Galbraith
Donor Advised Fund
Grace Episcopal Church Endowment Fund
Jasper County 1895 Courthouse
Preservation Fund
Jasper County Courthouse
Capacity Building Fund
Doris & Ken Johnson Memorial Fund
The Joplin Fund
Lagniappe Fund
The Vivian León Fund for the
Musical Arts created by the Missouri
Southern International Piano Competition
McCune-Brooks Health Care
Foundation Fund
Richard T. Mansfield Memorial Fund,
a capacity building fund for
Grace Episcopal Church
Missouri Botanical Gardens Fund
Dorthadean Moorman Memorial Fund
Jean S. Morrow and Samuel R. Morrow, Jr.
Memorial Fund
MSIPC Capacity Building Fund
Quigley Jasper County Christian Athlete
Scholarship Fund
The John O. Phelps and Carolyn B. Phelps
Charitable Fund
The Powers Museum Fund
Redings Mill Volunteer Fire Protection
Endowment Fund
Dr. W. Russell Smith Family Foundation Fund
Southwest Baptist University
Endowment Fund
Southwest Missouri Arts Council
Endowment Fund
St. Luke’s Nursing Center
Capacity Building Fund
St. Luke’s Nursing Center Endowment Fund
Stone’s Throw Theater Henry Heckert Memorial
Endowment Fund
J. Ross and Maryetta E. White Memorial Fund
Wildcat Glades Conservation and
Audubon Center Fund
Mark and Stephanie Williams Family and
Community Fund
Legacy Society Members:
Kevin & Sandi Checkett
Robert & Rebecca Copeland
Michelle Ducre
Frank S. Dunaway, III
Virginia Esterly (deceased)
Ed & Tonya Freund Trust
Kenneth Johnson
Samuel R. Morrow, Jr. (deceased)
Mr. & Mrs. William C. Putnam
Ruth I. Rubison
Marty & Lori Smith
Dr. and Mrs. W. Russell Smith (deceased)
Community Grants:
McAuley High School Youth
Empowerment Fund: $500
Joplin R-VIII School Foundation,
Eagle Angel Fund: $1,400
Joplin Area Realtors Benevolence Fund:
Support for individuals undergoing cancer
treatment: $1,915
(The CFSM’s main grantmaking cycle fell just
outside of the reporting period for this FY10 annual
report. The full list will be included in the Spring
newsletter and the 2011 Annual Report.)
Annual
Report
Mount vernon area
Community Foundation
Hickory county Community
Improveent Foundation
FY 2010
Hickory County Community Improvement Foundation
Ambitious Plan for Matching Funds
T
he Hickory County Community
Improvement Foundation is making
plans for the best way to channel its
successful effort to attain the $10,000
in matching funds available through the
previous year’s Cooper Challenge.
The Foundation plans to use the success
of the Harry Cooper Supply Company
Campaign for the Ozarks to benefit local
services and programming.
“The Foundation is responsible for
making certain these funds go back into
Hickory County,” Board member Alisa
Carter said. “As part of that responsibility,
we are constantly pursuing grants and
other funding opportunities that will benefit
our communities of Hickory County.”
Partnerships with a variety of
Established Dec. 11, 1999
RR 2, Box 2390
Hermitage, MO 65668
Board of Governors:
Walter Darling, Sr.
President
Alisa Carter
Julie Foster
Pam Jackson
Dawn Vader
Contact Information:
Walter Darling, Sr., President, (417) 282-6120
organizations, through the Hickory County
Community Improvement Coalition, will
help direct decisions toward community
needs and recommend targeted grants for
the Foundation.
FY10 contributions:$1,953
FY10 distributions: $1,700
Distributions since inception: $35,802
Total Assets: $157,504
Previously Established Funds:
Addie Longshaw Fund for Continuing Education
Scholarship Fund
Dale Joseph and Rheva Allen Blackwell Business
Scholarship Fund
FOCUS Fund
Hickory County Administrative Endowment Fund
Hickory County Community Foundation Imagination
Library Fund
Hickory County Cultural Arts Fund
Marion and Mae John Memorial Scholarship Fund*
Bob Stokes/Bob Krasser Memorial Scholarship Fund
Donnie Vaughn Memorial FFA Scholarship Fund
*This fund was previously established as an at-large
fund of the Community Foundation of the Ozarks.
Mount Vernon Area Community Foundation
Mount Vernon Makes Record Grants while Growing Grant Funds
T
he Mount Vernon Area Community Foundation
issued a record $3,800 in community grants
over the past year, which assisted organizations with
needs including safety equipment, library computers,
playground equipment and non-food necessities for
clients of the food pantry.
The Foundation also expanded its grantmaking
fund in 2010 by saving money in operating the local
License Bureau.
The Bureau’s move into the historic Lawrence
County Courthouse will reduce its operating overhead,
Foundation President Steve Fairchild said. That allowed
the Foundation Board to move an additional $2,000 in
its unrestricted grantmaking fund, he said.
Fairchild also noted that nearly 100 people attended
the Mount Vernon Area Community Foundation’s annual
dinner in June, which featured its community grants.
At the Foundation’s annual dinner in June, representatives from the Miller Park
“It has been a year for us!” Fairchild said.
Improvement organization explain how they plan to use a $1,000 grant to benefit kids.
Established March 16, 2005
P.O. Box 228
Mt. Vernon, MO 65712
Board of Governors:
Steve Fairchild, President
Charlotte Cole
Brian Daugherty
Dave Eden
Jenny Force
Contact
Nancy Smith-Leach
Information:
Sherry Rouner
Steve Fairchild
Carolyn Stellwagen
President
Tom Wilks
(417) 466-2185
FY10 contributions: $3,747
FY10 distributions: $38,279
Distributions since inception: $790,108
Total Assets: $839,901
Previously Established Funds:
First Baptist Church of Mt. Vernon Endowment Fund
First Baptist Church of Mt. Vernon Fund
Olivia, Betty and JR Moody Fund*
Mt. Vernon Area Community Foundation
Administrative Fund
Mount Vernon Area Community
Grant Making Endowment Fund
Mt. Vernon Boosters Club Track Fund
Pavilion Project Fund
Ann and Doug Sickles Memorial Scholarship Fund
Lorraine A. Sutkus and Nancy Weisacosky Scholarship
and Teacher Award Fund*
*Established as an at-large fund of the Community
Foundation of the Ozarks
Legacy Society Members:
John L. Hayes and Susanne M. Sickles
Winter Skelton
Community Grants:
Mt. Vernon Arts Council Not So Square Arts events: $1,300
Pavilion Project Fund: $1,500
City of Miller, Mo., to benefit the parks: $1,000
St. Susanne’s Catholic Church, food pantry: $1,742
Mt. Vernon Medical Rescue, protective gear: $540
65
Foundation Helps Start Ozark County Historium
T
he members of the Ozark County Genealogical and Historical
Society were ready to find a space to call their own in the Ozark
County seat of Gainesville. The only available space to house the
Society’s extensive library of historical data was in a single basement
room at the Ozark County Library, and the Society had no space to
hold meetings or exhibits.
“We just borrowed space,” Society member Janet Taber said. “We
borrowed a meeting room here or there to have a place to meet.”
When the opportunity become available to purchase the
former A.D. McDonald merchandise store on the west side of the
Gainesville Square, the Society began its quest to purchase and
renovate it. Members worked with the Ozark County Community
Foundation to establish a fund with the CFO and started raising
money for a down payment on the McDonald building. They also
needed to pay for the many renovations needed in the building,
which was damaged by a leaky roof and lack of maintenance
FY10 contributions: $85,838
FY10 distributions: $29,974
Distributions since inception: $97,030
Total Assets: $635,634
New Funds Established:
Dora R-III School Foundation Academic Endowment Fund
– Established to support the long-term goals of the
organization as part of the Cooper Phase II program. Gainesville R-5 School Foundation Endowment Fund –
Established to support its long-term needs. Gainesville R-5 School Foundation Fund – Established to
support the Gainesville R-5 School District. Gainesville Academic Grant Fund – Established to
support academic programs. Kaleb Tanner High Memorial Scholarship – Established
by Phillip Newsome in memory of Kaleb Tanner
High for a Gainesville graduate going to technical or
community college. Ozark County Historium, Inc., Building Fund – Established
to support a museum/history museum in Gainesville. Ozark County Hunger Challenge Fund – Established as
part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest for
the pantries serving the Ozark County area.
Previously Established Funds:
Matt Abraham Memorial Scholarship Fund
Benton and Genelle Breeding Scholarship Fund
over several decades. By February 2010, the Society was able to
purchase the historical building and begin renovations.
“We did it from the roof down. We did every single thing that
could be done to the building,” Taber said. “The first thing you
notice now when you enter is the original tin ceiling, which had
been hidden under a drop ceiling. We fixed the roof, the floors, the
plaster walls, new wiring, new heating and air conditioning, and new
windows. We’re proud of it. It’s really nice.”
The Society hopes the Historium will become a wonderful place
to visit and learn more about the history of the citizens of Ozark
County.
“We’re still in need of donations to create the inside like we hope,”
Taber said. “Our big focus, after we get the historical library moved,
is to start collecting digital histories of people in Ozark County.”
To learn more about the Ozark Count Historium and its goals for
preserving Ozarks history, visit: http://ozarkcountyhistory.org/.
Established Jan. 23, 2003
P.O. Box 218
Gainesville, MO 65655
Board of Governors:
Steve Rackley, President
Jessica Blackburn
Karen Brantingham
Billy Hamelton II
Sue Ann Jones
Steve Morrison
Paul Wade
Kerrie Zubrod
Contact Information:
Steve Rackley, President
(417) 679-3331
Benton and Genelle Breeding Family Fund
Brixey and Rockbridge Fire Department Fund
First Christian Church of Gainesville
Capacity Building Fund
Verne and Verla Cubbage Scholarship Fund
Dora R-III School Foundation Fund
Dora R-III School Foundation Endowment Fund
Grant A. Finley Memorial Scholarship Fund
Gainesville Industrial Development
Donor Advised Fund
GHS Alumni Scholarship Fund
Harlin Family Memorial Fund for First Christian Church
of Gainesville
Rodger Neil Hickerson, Jr. Golf Fund
Rodger Neil Hickerson, Jr. Golf Endowment Fund
Dave Jones Youth Outdoor Fund
Mearle and Stella Luna Scholarship Fund
McGinnis Family Fund
Murray Scholarship Fund
Ozark County Community Foundation
Administrative Endowment Fund
Ozark County Community Foundation
Capacity Building Fund
Ozark County Community Foundation
Endowment Fund
Ozark County Ice Relief Fund
Ozark County YEP Fund
Pontiac Fireworks Fund
Ruby Robins Trust for Preservation
of Local History Fund
Rosa Leah Spencer Memorial Scholarship Fund
Roxena Stith Endowment Fund
Legacy Society Members:
Margo Murray
David & Michelle Pointer
Community Grants:
Internet service for Ruby Robins Trust for Preservation
of Local History: $480
YEP support: $95
ozark county
Community Foundation
Ozark County Community Foundation
Annual
Report
Table rock lake
Community Foundation
FY 2010
Table Rock Lake Community Foundation
Table Rock Takes Strategic Approach to Grants
T
he Table Rock Lake Community Foundation’s innovative
format to solicit and review proposals has expanded
programming for a variety of agencies, with the goal of improving
the quality of life for its widely divergent population.
The Board, which completed Harry Cooper Supply Company
Campaign for the Ozarks challenge in 2009, is now making
distributions from that $33,500 endowment to support Lake
area projects. The Table Rock Foundation also completed the
Wal-Mart Hunger Challenge grant with equal success, resulting
FY10 contributions: $386,831
FY10 distributions: $457,245
Distributions since inception: $1,712,086
Total Assets: $1,612,253
New Funds Established:
Reeds Spring R-IV School Foundation Fund – Established
to support the Reeds Spring school district. Reeds Spring R-IV School Foundation Endowment Fund –
Established to support the Reeds Spring school district. Table Rock Lake Hunger Challenge Fund – Established
as part of the Ozarks Million Dollar Hunger Challenge. Distributions will be made to Ozarks Food Harvest for
the pantries serving the Table Rock Lake area. Previously Established Funds:
Butler county
Community Foundation
Nita Jane Ayres Donor Advised Fund
Charlotte Bostwick Endowment Fund*
Boys & Girls Club of the Ozarks**
Jack Herschend Donor Advised Fund
Kornerstone Programs Fund
Richard Nierman Community Education
Scholarship Fund
Second Wind Fund
in a substantial increase in food resources available to the
region.
The Foundation also benefited from the partnership between
the Community Foundation of the Ozarks and the Mid-America
Arts Alliance through the collaborative “Arts in Communities”
program (formerly called the “Ozarks Plateau Initiative”). As
part of this summer’s tour, Shell Knob hosted a performance by
Jim and Kim Lansford, who accompanied the exhibition “This
Contest is for Real Hands: Rodeo Photographs of the 1930s.”
The Senior Center Fund
Table Rock Lake Community Foundation
Administrative Fund
Table Rock Lake Community Grant making
Endowment Fund
Larry Gene Taylor Memorial Fund
Tri Lakes Board of Realtors Good Neighbor Fund**
* Established as an at-large fund of the Community
Foundation of the Ozarks
** Also a component fund of the Taney County
Community Foundation
Legacy Society Members:
Nita Jane Ayres
Jack & Sherry Herschend
John & Connie Johnson
Julie Leeth
Community Grants:
Christian Associates Families in crisis & crisis
prevention: $6,000
Central Crossing Fire Protection District Volunteer
firefighting training: $1,000
Galena City Hall Park playground equipment
& benches: $2,200
Established March 31, 2004
P.O. Box 703
Shell Knob, MO 65747
Board of Governors:
Connie Johnson, Chairman
Nita Jane Ayres
John Coonrod
Richard Dean
Melissa Ortman
Lisa Rau
Jim Riddle
Contact Information:
Connie Johnson, Chairman
(417) 357-6061
Humane Society of the Branson Tri-Lakes Area
Modular cages: $3,500
Kimberling Area Library Association Children’s
reading books: $2,200
Lives Under Construction Ranch Cleaning
equipment: $4,100
The Running Jenny Fund, to honor
Gary Funk’s service to CFO: $200
Butler County Community Foundation
Established July 16, 2003
301 N. Westwood
Poplar Bluff, MO 63901
Board of Governors:
Bob Sutton, Jr., President
Brian Becker
Mary Lou Brown
Dan Duvall
Roger Hogg
Doug Libla
Valerie Richardson
Evelyn Whitworth
Julie Wolpers
Contact Information:
Bob Sutton, Jr.,
President
(573) 785-6451
FY10 contributions: $12,610
FY10 distributions: $6,714
Distributions since inception: $245,652
Total Assets: $322,270
New Fund:
Share at Storks Landing Fund – Established to provide
assistance with infant bereavement. Previously Established Funds:
Boys & Girls Club of Poplar Bluff, Inc.,
Capacity Building Fund
Butler County Community Foundation
Capacity Building Fund
Butler County Community Foundation Endowment Fund
Butler County Community Resource Council
Capacity Building Fund
Butler County Council on Aging Fund
Butler County Historical Society Fund
Cape Arrowhead, Inc. Fund
Designing Women Foundation
Foothill Families Fund*
Friends of the Poplar Bluff Public Library Fund
Hogg Family Fund
Jerusalem School of Synoptic Research
Capacity Building Fund
Jerusalem School of Synoptic Research Endowment Fund
Ripley Butler Clay Fund*
Poplar Bluff Public School Foundation:
Auxiliary of Poplar Bluff Regional Medical Center
Endowment Fund
Dr. Michael D. Laseter Memorial Scholarship
Endowment Fund
Margie J. Miller Endowment Fund
Poplar Bluff Public School Foundation
Capacity Building Fund
Mary Lynn Wolpers Scholarship Endowment Fund
*Also a component fund of the Ripley County
Community Foundation
Community Grants:
Memories Unlimited Project: $580
67
Staff:
Judith Billings
Grants & Scholarships
Coordinator
[email protected]
Bridget Dierks
Director of Foundation Relations
[email protected]
Michelle Ducre
Executive Director
Community Foundation of
Southwest Missouri, Inc.
[email protected]
Brian Fogle
President
[email protected]
Gary Funk, Ed. D.
President Emeritus and
Senior Fellow
[email protected]
Suzanne Grammer
Development Assistant
[email protected]
Susanne Gray
Chief Financial Officer
[email protected]
Mary Jo Griffith
Finance Coordinator
[email protected]
Julie Leeth, Ed. D.
Executive Vice President
[email protected]
Louise Knauer
Senior Vice President
Communications & Marketing
[email protected]
Brianne McCormick
Director of Fund Accounting
[email protected]
Randy Russell
Senior Communications Officer
[email protected]
Carol Silvey
Senior Associate for Advancement
[email protected]
Winter Skelton
Development Operations Officer
[email protected]
Staying in Touch
W
e have a number of ways you can learn more information or receive regular
updates about the Community Foundation of the Ozarks.
Call us:
(417) 864-6199 (Springfield)
(417) 256-4725 (West Plains)
(417) 359-5534 (Joplin-Carthage)
Visit us:
425 E. Trafficway
Springfield, MO 65806
General e-mail:
[email protected]
Subscribe via e-mail:
• Monthly Philanthropist e-letter
• Weekly Rural Schools Partnership e-letter
Contact: [email protected]
Online Gifts:
www.cfozarks.org - visit “Give Online” for one-time or recurring donations
On the Web:
www.cfozarks.org
www.ruralschoolspartnership.org
www.yepozarks.org (Youth Empowerment Project)
www.the10weeks.com (Arts in Action spring “10 Weeks Festival”)
www.twitter.com/cfozarks
www.facebook.com – search for “Community Foundation of the Ozarks”