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”