2011 Annual Report - Springfield Foundation
Transcription
2011 Annual Report - Springfield Foundation
Remember Me. A Celebration of Life, Passions and Our Community 2011 A N N UA L R E P O RT Serving the Clark County Community Since 1948 Inside 2 Remember Me 4 Financial Highlights 5 Investment Overview 6 Grants and Scholarships 8 Arts & Culture 10 Civic Affairs What is the Springfield Foundation? We are a 501(c)(3) nonprofit organization that helps our community’s citizens help each other, now and in the future. No matter how much they wish to give, donors can turn to us for assistance in providing grants to nonprofits that serve the residents of Clark County. The Foundation accepts gifts for all types of charitable purposes, and aside from our innovative Charitable Checking program (see page 33) we only spend the earnings produced by those gifts. In this way, we raise a permanent source of charitable capital. 12 Conservation, Environment & Animal Welfare OUR MISSION is to raise, strengthen, and distribute permanent charitable funds to benefit Clark County. 16 Health OUR VISION is to help donors and the community improve the quality of life for all Clark County residents now and for generations to come. 14 Education 18 Human Services 20 Affiliates 22 New Endowment Funds Our Core Values Include: 27 2011 Contributors to New and Existing Funds • Community. We serve all areas of Clark County. 21 Scholarships 24 Existing Endowment Funds 31 Tribute Gifts 31 Memorial Gifts 32 Legacy Society 33 Gift Opportunities BC Foundation Management • Promoting philanthropy. We encourage local giving at all levels to connect donors with the causes they care about. • Stewardship. We are committed to providing effective and efficient management of the funds under our care through wise investment, careful consideration of our community’s needs and evaluation of the impact of each distribution. • Collaboration. We partner with donors, grantees and fellow funders for the greater good of Clark County. • Relevance. We are committed to evolving with the changing needs of the community. We wish to thank our donors, grant recipients and friends of the Springfield Foundation for providing photography for this year’s report. 1 937.324.8773 | springfieldfoundation.org Message From the President and Director Dear Friends, The Springfield Foundation continued to build on our commitment to improving our community in 2011. We were able to distribute over $2.5 million in grants and were fortunate enough to have gifts donated to us for over $2.5 million. During the year the Foundation continued to be involved in several community projects, such as the Greater Springfield Moving Forward efforts, and the Promise Neighborhood. The Foundation also worked with local arts and culture groups and the Convention and Visitors Bureau to create a Community Calendar. In 2011, our two affiliate funds, the African American Community Funds, and the Women’s Partnership Funds continued to be active and become more of a part of our community. Also in 2011, the Foundation successfully completed a re-certification process for the United States National Standards which ensures that all of the processes at the Foundation are in full Ted Vander Roest compliance of the U.S. Community Foundations policies and procedures. There are so many positive things happening in the Springfield area, and none of it can be done without all of us working together. Your continued interest in the Springfield Foundation shows that you are committed, and together we are making a difference. For good. For ever. With sincere appreciation, Robyn Koch-Schumaker President Ted Vander Roest Executive Director Robyn Koch-Schumaker Remember Me. A Celebration of Life, Passions and Our Community 2 Remember Me. A Celebration of Life, Passions and Our Community Whether it was with our donors, grantees, scholarship recipients or other local organizations throughout the community, 2011 was marked by several unique accomplishments and partnerships that help us Celebrate Life, Passions and Our Community 937.324.8773 | springfieldfoundation.org 3 Two new members to the Homer C. Corry Society of the Springfield Foundation (Top left) The Homer C. Corry Society of the Springfield Found does not induct new members every year but only as it is deemed appropriate. Homer C. Corry served as the first President of the Springfield Foundation. Named in his honor, the Homer C. Corry Society was developed to recognize outstanding commitment and leadership of former foundation trustees. To be considered for membership, individuals must have demonstrated exemplary volunteer service as a Foundation trustee and extraordinary commitment to the Clark County community. In 2011, Fred R. Leventhal (Top left photo at right) and Peter K. Noonan (Top left photo at left) were bestowed this prestigious honor. National Standards (Top center) In 2011, notice came from the Council on Foundations, a national professional association based in Washington, D.C. that the Springfield Foundation had met the nation’s highest philanthropic standards for operational quality, integrity and accountability. To obtain this distinction, a Foundation must document their policies for donor services, investments, grantmaking and administration. Only ten percent of community foundations nationwide achieve this prestigious “seal of approval.” Ted Vander Roest shows the representative compiled paperwork that allowed this certification to be possible. Women’s Partnership Fund – Founders Group began The Women’s Partnership Fund was formed in December, 2009 to identify problems that affect women and girls in Clark County, explore solutions by working with nonprofit organizations in the community, and to fund impactful programs to get at the underlying issues that keep women from reaching their full potential. Despite being such a new organization, they began a Founders Group for members donating $1,000 or more to grow their endowment to their goal of $100,000 by the end of 2013. It is with much pride that the Women’s Partnership Fund announced that they had reached over $40,000 by the end of 2011. Partners in Philanthropy The annual Partners in Philanthropy drive once again set a new level of success. This Drive has been held for the last seventeen years and over $420,000 has been raised to assist in the operational support and merit Scholarship Fund of the Foundation. More importantly, since inception over almost 3,300 people have chosen to be a partner during that time. In 2011, over 255 people gave to the Annual Partners in Philanthropy drive totaling $46,434 which is a new record in both categories. Thank you all for the support! Promise neighborhood continued and a success In 2010 Springfield Promise neighborhood (SPN) formed as a collaborative that existed to build Springfield and Clark county as a community that does everything possible to ensure that ALL of its children are school ready by kindergarten and college or career ready by graduation. The initial phase of the initiative was to pilot the program for student achievement in the Lincoln neighborhood, with a particular focus on Lincoln Elementary. As the first three year initiative winds up, statistics are being compiled to show the successes and accomplishments achieved by SPN. Watch the media and check the Springfield Foundation website for the outcomes achieved and the future plans of the Promise neighborhood collaborative. Financial Highlights Remember Me. A Celebration of Life, Passions and Our Community 4 Our commitment is to maintain and grow the charitable assets entrusted to us. The financial information contained in this annual report is a condensed version of the Fiscal Year 2011 audited financial statements Statement of Financial Position FY 2011 FY 2010 Cash and cash equivalents Gifts Receivable Investments 1,245,704 1,100,680 5,162 50,234 40,151,903 40,451,027 11,380 25,263 9,195 through December 31, 2011. A Prepaid expenses complete set of the audited financial Furniture and equipment - net 7,728 Leasehold Improvements - net 8,342 10,068 41,429,769 41,646,467 987,573 1,181,290 40,442,196 40,465,177 statements, with accompanying notes and report from independent auditor Taylor, Applegate and Hughes is available at the Springfield Total Assets Total Liabilities Foundation office and on the Net Assets Foundation’s website. Total Liabilities & Net Assets 41,429,769 41,646,467 Combined Statement of Activity FY 2011 FY 2010 Revenues Contributions Investment Income Increase in Appreciation on Investments Total Revenues 2,577,433 1,711,519 1,748,549 1,221,947 (940,963) 3,398,553 3,385,019 6,332,019 Expenses Grants and Scholarships 2,598,401 2,526,323 Administrative Expenses 414,572 415,606 Programmatic Expenses Total Expenses 395,027 409,558 3,408,000 3,351,487 Increase in Net Assets Net Assets Beginning of Year Net Assets End of Year (22,981) 2,980,532 40,465,177 37,484,645 40,442,196 40,465,177 Investment Overview A majority of the Springfield Foundation’s Balanced Pool Investment Asset Mix at December 31, 2011 endowment funds are invested in a “Balanced Pool” portfolio, which is Fixed Income......................................... 26% Large Cap.............................................. 22% Mid Cap................................................... 6% Small Cap................................................ 6% International........................................... 19% Real Estate............................................. 11% Private Equity........................................... 5% Hedge Fund of Funds.............................. 5% structured for long-term total return. To provide diversification and to reduce overall risk, the investments are divided into carefully defined asset classes. Assets are invested by professional money managers hired by the Foundation through a competitive process. The investment Total Assets by Fund Type performance of each money manager is As of December 31, 2011 monitored by an independent investment Fund Assets % Unrestricted............ 7,332,610............ 18% Agency.................... 14,965,733.......... 36% Advised................... 4,656,282............ 11% Field of Interest........ 2,653,642.............. 6% Scholarship............. 5,341,087............ 13% Designated.............. 6,480,415............ 16% consultant retained by the Foundation and overseen by the Foundation’s Investment X TO FI NEED Committee. A list of our current investment managers is available at the Springfield Foundation office. Total....................... 41,429,769........ 100% $0 As of December 31 of each year 1996............ $11,592,309 1997............ $13,954,725 1998............ $19,022,440 1999............ $21,019,651 2000............ $23,040,265 2001............ $23,963,552 2002............ $24,634,100 2003............ $30,017,653 2004............ $32,163,752 2005............ $33,104,088 2006............ $36,433,816 2007............ $43,702,785 2008............ $34,170,141 2009............ $38,731,166 2010............ $41,646,467 2011............ $41,429,769 $1 0, 00 0, 00 $2 0 0, 00 0, 0 $3 00 0, 00 0, 00 $4 0 0, 00 0, 00 $5 0 0, 00 0, 00 0 Growth in Total Assets Balanced Fund Investment Performance at December 31, 2011 Benchmark 15 Returns 10.2% 11.3% 10 5 0.8% 2.0% 5 Year 0.1% 3 Year 1.7% 1 Year 0 937.324.8773 | springfieldfoundation.org 5 Remember Me. 6 Celebrate and Remember Me... Through One Grant and One Scholarship At A Time Each year we Celebrate our Life, Passion and Community by providing grants to meet local needs in a broad range of areas including: Arts and Culture, Civic Affairs, Conservation-Environment-Animal Welfare, Education, Health, and Human Services. In 2011, almost $2,600,000 in grants and scholarships were awarded. Grants and scholarships totaling $2,148,946 were made from the Foundation’s restricted funds while $449,445 was awarded through the discretionary funds. (See pages 8-19 for more information). Scholarship awards from all funds totaled $375,500 and included 279 new and renewal awards. These grants and scholarships are awarded in the following ways: Discretionary Grants are supported by the Foundation’s unrestricted and field of interest funds. These general community grants are awarded annually to local 501(c) (3) nonprofit organizations located in, or providing direct support to, Clark County through a competitive application process. The grant application, guidelines, and due dates are available on our website at www. springfieldfoundation.org. Grants are awarded in December of each year. Designated Grants ensure long-term annual support to nonprofit organizations. These grants come from funds established by donors to springfieldfoundation.org 7 support one or more organizations. No application is required and grants usually are made in December of each year. In 2011, 68 Discretionary Grants totaling $449,455 were awarded in the following areas: Donor Advised Grants are 16% to Arts and Culture 13% to Education 2% to Conservation, Environment and Animal Welfare 9% to Civic Affairs 19% to Health 41% to Human Services made at the recommendation of donors who have established permanent donor advised funds or Charitable Checking funds through the Foundation. Following guidelines established by our Board of Trustees, donors may suggest grants to 501(c)(3) nonprofit organizations both locally and throughout the United States. No application is required and grants may be made by donors throughout the year. Scholarship Awards come from scholarship funds established by donors to help area students afford a college education. Scholarships may be created with specific selection criteria or with general requirements. Most scholarships are need-based. A Guide to Scholarship Funds and Requirements, along with application materials, are available on our website www.springfieldfoundation.org each January and awards are made in June. Agency Grants are distributed to nonprofit organizations that have established their own endowed Agency Fund at the Foundation. Generally, these grants are made annually from their fund to support operations or special projects of the organization. Grants & Scholarships by Fund Type: Discretionary grants represent a portion of grantmaking through the Springfield Foundation. The total amount of distributions from all fund types was $2,598,401. Designated................$276,531..........11% Agency......................$717,632..........28% Donor Advised..........$779,283..........30% Scholarship...............$375,500..........14% Unrestricted..............$324,401..........12% Field of Interest..........$125,054............5% Total........$2,598,401.... 100% Remember Me. A Celebration of Life, Passions and Our Community 8 A grant was given to StageWorks in the amount of $3,500 for their operating support. Shown is a picture from the production of Titus Andronicus. The Springfield Museum of Art relies on the Springfield Foundation for assistance for their operating support to ensure various art exhibitions annually. Thousands of community members enjoy entertainment offered through the Summer Arts Council made possible with sponsorships such as the Premiers level gift made through the Springfield Foundation. Arts & Culture Clark County, Ohio is home to great venues and entertainment options. With 13 grants totaling $71,200, the Foundation supports programs that bring together new and diverse audiences to enjoy the community’s many cultural offerings. Organization Purpose Amount Choral Arts of Springfield Choral Concert Series $3,000 City of Springfield Culture Fest $2,500 Clark State Community College 2011-2012 Artist Residencies $5,000 Gary Geis Dance Company Jericho Jazz and Arts Celebration Day $5,800 Heritage Center Operating support $6,000 New Carlisle Chautauqua Council Support for performances and community development of arts and culture in New Carlisle, Ohio $4,000 Ohio Performing Arts Council The Nutcracker School Performance $2,000 Springfield Arts Council American Sign Language (ASL) interpretation for 2012 Summer Arts Festival $1,900 Springfield Arts Council Premier Sponsorship for Arts Festival 2012 Springfield Museum of Art Operating Support $6,000 Springfield Symphony Orchestra Operating support $8,000 StageWorks 2011-2012 Season $3,500 Westcott House Foundation Operating support $6,000 $17,500 Total $71,200 937.324.8773 | springfieldfoundation.org 9 Remember Me. A Celebration of Life, Passions and Our Community 10 A grant to the Center City Association for operating support strengthens our community and our economic growth. Through a grant to Wittenberg University, many local businesses and organizations receive the benefit of student interns placed through the Center for Civic and Urban Engagement. The students receive hands on experience in a community work environment. Civic Affairs We are linked together in our community by shared location, experiences and economy. In 2011, 8 grants totaling $40,500 supported programs that remind us of where we’ve been, where we are, and where we’re going. Organization Purpose Amount Center City Association Operating support $5,000 Leadership Clark County Community leadership academy for adults $2,500 Legal Aid of Western Ohio Legal assistance to Clark County residents $7,500 Neighborhood Housing Partnership Homebuyer Education and Foreclosure Prevention $5,000 United Way 2-1-1 System $5,000 Wittenberg University Community summer internship program through its Center for Civic and Urban Engagement to place college students with local businesses and organizations $5,500 WYSO Support for a Springfield/Clark County Reporter $5,000 Ohio Equine and Agricultural Association Champion Center $5,000 Total $40,500 937.324.8773 | springfieldfoundation.org 11 Remember Me. A Celebration of Life, Passions and Our Community 12 Children enjoy the playgrounds offered through the National Trails Parks and Recreation District. Their smiles are priceless! The entire Clark County area is blessed with many beautiful and vital landscapes in our environment. The Tecumseh Land Trust preserves agricultural land, natural areas, water resources and educates the public on preservation. Our landscape plays a critical role in the quality of life of our fellow citizens. With 2 grants totaling $10,000, the Foundation supported education and stewardship of our natural environment. Organization Purpose Amount National Trails Parks & Recreation District Playground fall protection top-off $7,500 Tecumseh Land Trust Operating Support $2,500 Total $10,000 937.324.8773 | springfieldfoundation.org Conservation, Environment & Animal Welfare 13 Remember Me. A Celebration of Life, Passions and Our Community 14 The Junior Achievement of Mad River Region was established in Clark county in 1957 and its purpose is to educate and to inspire young people to succeed in a global economy. In 2011, it served 4,730 particpants. The grant to The Literacy Coalition of Clark County provides one on one tutoring with volunteers to increase the level of functional literacy and self-sufficiency. Education Education is our community’s investment in its future. With 7 grants totaling $60,000, the Foundation supported programs and improvements that will have a broad impact on our community’s learners – of any age. Organization Purpose Amount Clark County Literacy Coalition Basic Literacy $8,000 Clark State Foundation Dreamkeepers – Student Emergency Relief $7,000 Jobs & More, Christian Workplace Mentoring Ministry Rise Above $7,500 Junior Achievement of Mad River Region Operating support $5,000 Retired Teachers Association Advance One Room School $2,500 Springfield Promise Neighborhood Initiative support $20,000 Wright State University Foundation Wright STEPP Springfield Expansion $10,000 Total $60,000 937.324.8773 | springfieldfoundation.org 15 Remember Me. A Celebration of Life, Passions and Our Community 16 The Alzheimers Association of Miami Valley served 225 people in 2011 to provide care and support for all affected and to promote brain health. A grant from the Springfield Foundation supports the Community Mercy Foundation’s Med Assist program for prescription assistance at various pharmacies throughout the area. Health A community depends on local organizations to provide services that improve the overall health and well-being of its citizens. In 2011, the Foundation awarded 13 grants totaling $84,150 to support organizations that provide services in areas of health education, preventive care, mental health, and care for the disabled and emergency responses. Organization Purpose Amount Alzheimer’s Association Miami Valley Chapter Support for their dementia program in Clark County $5,000 Combined Health District Healthy Mommy, Healthy Baby program $6,000 Community Hospital Health Services Foundation Preventing Teen Pregnancy programming in the community Community Mercy Foundation Cardiopulmonary Education materials $5,000 Community Mercy Foundation Cardiopulmonary equipment $6,332 Community Mercy Foundation Med Assist program for prescription assistance $7,500 Leukemia and Lymphoma Society of Central Ohio Providing patient services in Clark County $5,000 Mental Health Services Parents and Children Together (PACT) therapy program $5,000 Oesterlen Services for Youth, inc. Behavioral group therapy program for babies and children Riding Centre Therapeutic horseback riding Rocking Horse Community Health Center CHAMP program to coordinate care and services for children who have multiple medical needs Springfield Family YMCA Partnership with youth scholarships Springfield Family YMCA Y Strong Campaign $10,000 $10,000 $6,000 $12,118 $200 $6,000 Total $84,150 937.324.8773 | springfieldfoundation.org 17 Remember Me. A Celebration of Life, Passions and Our Community 18 The Clark County Chapter of the Red Cross supports disaster relief assistance for victims. This photo highlights their work with fourth graders in the area of pet emergency care. Food Pantries serve people in need throughout Clark County. The Second Harvest Foodbank, Seeds of Hope Food Pantry and Bethel Churches United Food Pantry, along with many others coordinate their schedules and products to ensure that families in our community do not go hungry. A grant is awarded to the Habitat for Humanity yearly building project that promotes strong, safe communities in Clark County. Human Services A community must support those members who are in need. Through grants from the Springfield Foundation, local organizations have served those who face daily challenges to meet basic needs. In 2011, 25 grants totaling $183,605 helped feed the hungry, give shelter to the homeless, serve those with disabilities and provide emergency assistance to our fellow citizens in need. Organization Purpose Amount American Red Cross - Clark Cty. Chapter Disaster relief assistance program for victims of natural disasters or fire $10,000 Bethel Churches United Food pantry $6,600 Big Brothers Big Sisters One-to-One Mentoring for school age children $5,000 Boy Scouts of America - Tecumseh Coun. Scoutreach program for Cub Scouts and Boy Scouts $3,500 Catholic Charities Mobile Food Pantry program Clark County Child Advocacy Center Operating support Communication Services for the Deaf Services for the Clark County deaf community $25,000 Community Mercy Foundation Cancer care outreach $12,450 Developmental Disabilities, Clark County Camera, audio, monitor and recording system $7,055 Family and Children First Council Substitute care resources $3,000 Girl Scouts of Western Ohio Girl Scout educational programs in Clark County schools $3,500 Goodwill Easter Seals Adaptive Equipment Scholarships Goodwill Easter Seals Child Screening Service $5,000 Habitat for Humanity Building Project 2012 $4,000 Interfaith Hospitality Network Operating Support $8,000 Neighborhood Church Clinic Lead Screening $5,000 On-The-Rise Operating Support $5,000 Project Woman Operating support $10,000 QUEST Adult Services Horticulture Program Ronald McDonald House Ronald McDonald Services for families Rotary Club Foundation Services for people with disabilities $7,500 St. Luke’s Lutheran Mission Hygiene Pantry $4,000 United Senior Services Retired and senior volunteer program $5,000 Wellspring Family And Schools Together (FAST) $7,000 YMCA Camp Journey $8,000 $10,000 $4,000 $10,000 $5,000 $10,000 Total $183,605 937.324.8773 | springfieldfoundation.org 19 Remember Me. A Celebration of Life, Passions and Our Community 20 Affiliates... Strengthen our Passions for our Community African-American Community Fund The African-American Community Fund (AACF) was established in 2004 as the Foundation’s first Affiliate to promote philanthropy among African-Americans throughout Clark County and to award grants for programs and projects that have a positive impact on the African-American community. The Affiliate is represented by an advisory committee of community members who assist with the growth and grantmaking of the family of funds. For more information on how to make a contribution to this worthy cause, please contact the Springfield Foundation Office. 2011 AACF Advisory Committee Members: Lula Cosby (Chair), William Fralick, Corey Holliday, Sheila Humphrey-Morris, Dianne Jordan, Hattie Lawson, Taffy Leslie, Preston Mack, Jessie Shropshire, Lester Smithers, Michael Whitfield and Patty Young. Grant Highlights The AACF Unrestricted Fund awarded 2 grants in 2011 totaling $2,000. These grants were awarded in the areas of health care and education and were meant to foster strategic partnerships to address pressing needs in the African-American Community. Lula Cosby, Chair of the AACF Committee, presents Hattie Lawson with a “Recognition of Excellence” Award at the 2011 AACF Gala. Women’s Partnership Funds of Clark County The Women’s Fund Partnership Fund of Clark County was established to help women and girls become self-sufficient and achieve their full potential in the community. The Fund works to mobilize the collective power and passion of women working together. Special thanks to the following Founding Members, each of whom has made a $1,000 or higher gift to the Women’s Endowment Fund as of the end of 2011. Contact the Springfield Foundation Office to discuss how you can become a Founding Member, too! Anonymous Cindy Barnett Cathy Crompton Karen Duncan Joan & Andy Elder Lin Erickson Dave & Virginia Estrop Faye Flack Mary Flax Jeannine Fox Joan Geil Debbie Hill Robyn Koch-Schumaker Patricia Kohl Mel Marsh Judy McGregor Peggy Noonan OOPPS (Organization of Problem Pregnancy Services) Jessie Shropshire Springfield Foundation Afshan Syed An educational session was held to inform community members about the challenges facing women today. 21 937.324.8773 | springfieldfoundation.org Scholarships... Help Shape our Lives and Community The Springfield Foundation Board of Trustees was proud to approve 279 scholarship awards, for a total of $375,500.00 at its June, 2011 Board Meeting. These scholarships support students who are attending local private schools, colleges, and other post-secondary educational and training programs. Four students were selected for special recognition based on their academic, service and leadership success These students were selected for the Springfield Foundation Merit Scholarship: Seth Dixon, Christopher Vandiford, Camille Casareno, and Jaclyn Demeter. The Foundation has worked with donors to establish more than 60 different scholarship funds that address a variety of interest areas and needs. To see a complete list of scholarship recipients for the 2011-2012 academic year, visit our website at www.springfieldfoundation.org. New Scholarship Awards by High School: Catholic Central High School 3 Emmanuel Christian Academy 1 Greenon High School 16 Kenton Ridge High School 10 Northeastern High School 2 Northwestern High School 7 Shawnee High School 10 Southeastern High School 3 Springfield Christian School - Springfield High School 22 Tecumseh High School 22 Urbana High School 1 Other Locations 13 Chase Baumgardner – That Smile... A recent graduate of Wright State University and newly engaged, Chase Baumgardner was on the path to beginning a new chapter in his life when he suddenly and unexpectedly passed away due to a blood clot in his lungs on July 30, 2011. To those that knew Chase, two of the things that they will be remembered most about him are his smile and his kind heart. That smile could light up a room and change your mood from bad to good instantly and he always wore it. He always put others happiness above his own and went out of his way to help anyone in need, even those he didn’t know. Chase‘s passion was spending time with his family, fiancée and friends and he loved any occasion that brought them all together especially holidays. He got excited about the little things that a lot of people take for granted. Chase also valued traditions and thought it was important to keep them going year after year. In order to honor Chases memory and values, the Baumgardners have created the Chase Baumgardner Memorial Scholarship Fund thru the Springfield Foundation. This Fund will assist graduates of Northwestern High School wishing to attend Wright State University just as Chase did. Special Thanks ...for the work of the following Volunteer Scholarship readers: Cathy Bell Connie Bost Linda Cochenour Dan Haemmerle Ester Manuel Peggy Noonan Carol Rader Pat Wickham Jeanne Bennett Don Cochenour Mary Flax Bonita Heeg Mary S. Miller Kim Owens Charlene Roberge Knight Growth in Scholarship Awards $400,000 $300,000 $200,000 $100,000 $0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Remember Me. A Celebration of Life, Passions and Our Community 22 New Endowment Funds... Celebrating our Passions for our Community In 2011, the following donors partnered with the Springfield Foundation to create permanent endowment funds. These new Funds will have an impact forever and each builds upon our shared lives and passions. at Clark State Community College. Preference will be given to students pursuing a degree in Agriculture or related field. Chase Baumgardner Memorial Scholarship was established by his family to honor the wonderful young man whose life ended too soon due to a blood clot in his lungs. He will be remembered especially for his smile and his kind heart. This scholarship gift will be given to graduates of Northwestern High School wishing to attend Wright State University as Chase did. Charles A. Brougher Memorial Scholarship Fund has been established by family and friends of Charles Brougher. This Fund will provide financial support for students pursuing a college education. The Coach Al Turner Memorial Scholarship Fund was formed in honor of the late Al Turner who coached at Hayward Junior High School. The effort to fund this endowment was led by Richard E. Higgins, Roger E. Thomas, and Neal Weber and accomplished through a series of successful golf tournaments. The award is for graduates of Springfield High school who attended Hayward Middle School and “exemplify good citizenship and leadership.” Anonymous Fund #9 was created to provide financial assistance to students from Clark County high Schools to further their studies Phil Chakeres Scholarship Fund of the Greek Orthodox Church was originally established in 1971 through a gift to the Greek Orthodox Church Assumption of the Blessed Virgin Mary from the Will of Phil Chakeres. The Fund provides scholarships to younger members of the Church to pursue a college education. Prior to partnering with the Foundation in 2011, the scholarship was administered by the trustees of the Church Board. CIC – Career Alliance of Clark County Endowment The first Lifetime Achievement Award presented through the Community Improvement Corporation to an individual that has devoted their life to the betterment of the Clark County community was given to Richard L. Kuss. The award was named for future years in his honor and is announced as the Richard L. Kuss Lifetime Achievement Award. Upon his death, Mr. Kuss established an endowment to pay for the award that is a lovely crystal piece fitting to appreciate all of the numerous hours of devotion to the community the awardee has given. DOVE (Dedicated Ohio Valley Endowment) Fund was created by the physician owners of the Ohio Valley Medical Center as a way to organize their charitable impact in the community. E. Lucille Ginn Scholarship Fund of the LINKS This scholarship was established in 2011 by the Springfield Chapter of LINKS to increase college access for African American students. The award assists college bound graduates of Springfield High School, Yellow Springs High School or Urbana High School. John A. and Elizabeth Greenawalt Wagner Fund provides for the ongoing funding for the concerts of the Springfield Symphony Orchestra and for the music education programs the SSO provides the community. The parents established a trust to be administered by their sons, Eric and Kent, who transferred the proceeds to the Springfield Foundation. The Wagner’s were volunteers and devoted attendees of the Springfield Symphony. 937.324.8773 | springfieldfoundation.org 23 Physical Disabilities Fund has been established for the broad purposes of 1) enabling adults with disabilities, specifically those who are deaf, blind and/or orthopedically impaired, to participate fully in everyday activities, and 2) empowering adults with disabilities to make decisions on their behalf. Smilin’ Bob Memorial Heart Attack Fund Smilin’ Bob Memorial Heart Attack Fund was established to pay for paramedic training and equipment so Clark County citizens could have the best care in case of a heart attack. It was originally formed in 1974 by a group of citizens led by Robert Yontz, aka “Smiley” or “Smilin’ Bob,” of WBLY Radio. Springfield Museum of Art Endowment Fund Charles Brougher provides general support for the museum to collect, educate, exhibit, interpret, and preserve works of art for the community. This endowment was made possible through a gift from the estate of Richard L. Kuss. Wellspring Endowment Fund was created to support the organization’s programs and operations to provide mental health counseling and community support for families and individuals in Clark and neighboring Counties. Seth Dixon Camille Casareno and Joan Elder Christopher Vandiford Merit Scholars were recognized at the June, 2011 Board meeting and received scholarships from the Springfield Foundation Endowed Fund. Remember Me. A Celebration of Life, Passions and Our Community 24 Existing Endowment Funds Endowment funds already in existence at the beginning of 2011 are listed below alphabetically by fund type. We are forever grateful to the donors who created these funds which provide for Clark County’s long-term benefit and serves as the foundation upon which we Celebrate Life, Passions and Our Community. Unrestricted Funds allow the Springfield Foundation’s Board of Trustees its greatest flexibility in making grants to the community. These gifts address ever changing needs – including future needs that often could not be anticipated at the time the gift was made. The flexibility of unrestricted gifts enables our program experts to respond the community’s needs – today and in the future. The African-American Community Fund - 2004 The Margaret E. Baker Fund - 1988 The Weldin R. Baldwin Fund - 2003 The Thelma Bayley Unrestricted Fund - 2006 The Charles A. Boyers Fund – 1985 The Mary Jo Hauk Bryan and Fred H. Bryan Unrestricted Fund - 2000 The Juanita Jeckels Eakins Fund - 1981 The Leo and Georgiana Fischer Unrestricted Fund - 2007 The Gordon and Mary Flax Fund - 2006 The General Endowment Fund - 1950 The Max H. and Norma Jean Gerke Endowment Fund - 2001 The Arlin J., Barbara A., and David R. Grisso Memorial Fund - 1998 The Perry Halley Fund - 1992 The Heckler Family Endowment Fund - 2001 The Lester Held Endowment Fund - 2002 The Charles E. Kip Unrestricted Fund - 2008 The Louise Leonard Endowment Fund - 2004 The Martha and Arthur Lutz Unrestricted Fund -1999 The Justine and William Montanus Unrestricted Fund - 2002 The Paul A. Pence Memorial Fund - 1994 The Isabelle F. Preston Unrestricted Fund - 2008 The Charlotte and Harry Smith Unrestricted Fund - 1998 The Social Service Bureau Fund - 1952 The Springfield Savings Society Fund - 1974 The M. Louise Steele Unrestricted Fund - 1999 The Florence E. Stewart Fund - 1996 The Roy R. Sultzbach Fund - 1997 The Catherine C. Uhlman Fund - 1993 The Annie VanderLinde Unrestricted Fund - 1999 Field of Interest Funds address needs in an area of community life – such as the arts, elderly care, at-risk youth, or environmental preservation – that are important to the donor. Personal interest areas are identified when the fund is established. The Springfield Foundation then awards grants to community organizations and programs making a difference in the areas selected by the donor. The Ralph L. Barlow Cancer Care Fund - 1981 The Ralph L. Barlow Handicapped Children & Mentally Retarded Assistance Fund - 1981 The Clark County Community Fund for Animals - 2008 The Clark County Community Fund for Arts and Culture - 2002 The Clark County Community Fund for Civic Affairs - 2002 The Clark County Community Fund for Conservation and the Environment - 2002 The Clark County Community Fund for Education - 2002 The Clark County Community Health Fund - 2002 The Clark County Community Human Services Fund - 2002 The Dorothy Ella Dowell Fund - 1997 The Robert M. Farish Family Building Trades Fund - 2002 The Greater Springfield Day Care Center Children’s Fund - 2000 The Sylvia K. Mendelson Fund - 1989 The Helen and Huston Moores Fund - 2010 The Hilda H. Seaman Memorial Fund - 1993 The Springfield Children’s Zoo Fund - 1976 The Louise Staley Fund - 1989 The Howard L. Templin Endowment Fund – 2003 The Women’s Partnership Funds - 2009 Designated Funds allow donors to identify the specific non profit charitable organizations, agencies or programs that will benefit from the gift. The Charles L. Bauer Fund - 1959 The Robert B. and Sally Ann Beam Endowment - 2008 The Charles A. Boyers Children’s Home - 1985 The Gail O. and Esther E. Brunson Fund - 2000 The Michael H. and Pauline N. Chakeres Endowment - 1996 The Elisabeth R. Cole Designated Endowment Fund – 2002 The Ann P. Cooke Youth Symphony Memorial Fund - 2009 The Paul V. Deer Children’s Home Fund - 1978 The Warren G. Elliott Fund - 1998 The Esplanade Fountain Endowment Fund - 1995 The Leo and Georgiana Fischer Designated Fund - 2007 The David E. Foley Fund - 1994 The Gateway Garden Endowment Fund - 2000 The Anna Jean Gianakopoulos Fund - 1981 The Louise and Albert Goodman Fund - 2001 The Mina H. Hadley Fund – 1988 The Hare “Cookie Lady” Fund - 2006 The Laura E. Jacobs Fund - 1957 The Barbara Deer Kuss Nursing Endowment Fund - 2000 The Bessie B. Martin Fund - 1953 The Martin Family Fund - 1998 The Roland and Maxine Matthies Designated Fund - 1997 The Harris E. Miller Fund - 1976 The Dorothy M. Mumma Tuition Loan Fund - 1983 The Ben Wheldon Perks Endowment Fund - 2004 The Ed Pickering Memorial Fund - 2008 The Harold S. Pollens Charitable Trust Fund - 1997 The Dennis and Ruth Porter Fund - 1999 The Lucie M. Robbins Fund - 1991 The Sig and Ilse Sander Festival Dinner Fund – 1988 The David and Cynthia Smith Endowment Fund – 2007 John H. and Virginia S. Warren Endowment Fund - 2010 The Mina E. Newman White Fund - 2007 The Donald and Dorothy Wiegel Fund - 2006 The Monte W. Zinn Fund - 2005 Donor Advised Funds provide a convenient, flexible way for families to get involved with the community and with one another. This type of fund allows donors to establish a charitable legacy in their family’s name, fulfill multiple charitable interests, and teach giving values to the next generation. Anonymous Fund #1 - 1986 Anonymous Fund #2 - 1986 Anonymous Fund #4 - 2005 Anonymous Fund #7 - 2009 Anonymous Fund #8 - 2010 The Robert and Ruth Bayley Fund - 1997 The Edward Tague Bell Endowment Fund - 2007 The Betty Fund - 2003 The Norman and Mildred Carey Family Endowment Fund – 2008 The Chakeres Lifeline Fund – 1988 The Daniel and Rosemary Haemmerle Endowment Fund in Memory of Janice and Stephen - 2007 The Roy and Kathryn Hickes Family Advised Fund - 2000 The Larry and Charlotte Kaffenbarger Endowment Fund - 2007 The Patricia and Roy Kohl Family Fund - 2009 The Edward Leventhal Family Advised Fund - 2006 The Fred and Maxine Leventhal Endowment Fund - 2008 The Todd and Gabriele Leventhal Family - 1995 The Roland and Maxine Matthies Family Advised Fund - 2006 The Christopher Charles Miller Memorial Endowment Fund - 2005 The Norman A. and Ann N. Pearson Fund - 2006 The Physical Disabilities Fund of the Springfield Foundation – 2004 The Richard and Ann Rice Family Fund - 2009 The Marion B. Robertson Fund - 1986 The Rex H. Rowand Endowment Fund - 2008 The Linda S. Sanders Fund - 2003 The Chelsea Valentine Rainbow Trust Fund - l999 The George M. and Pamela A. Walker Family Fund - 2000 The Hattie Gordon Willens Memorial Fund - 1994 The Willie D. Fund - 2003 Scholarship Funds provide scholarships and educational grants based on specific guidelines and selection criteria established by the donor. The Kirk Andorfer Memorial Scholarship Fund – 1991 The Barbara A. Beery-Dudrow Memorial Scholarship Fund - 2009 The Lewis and Jeanne Bookwalter Scholarship Fund - 2003 The William R. Brannick Memorial Scholarship Fund - 2002 The Helen J. Brumfield Scholarship Fund - 2005 The Mary Jo Hauk Bryan and Fred H. Bryan Scholarship Fund - 2000 The Albert H. Carr Memorial Scholarship Fund - 1964 The Richard and Kay Cartmell Memorial Scholarship Fund - 1994 The Cooper Energy Services, Ajax Superior Employee Scholarship Fund - 2001 The John J. Corbitt Memorial Scholarship Fund - 2010 The Richard “Pup” Conklin Motorcycle Mechanics Scholarship Fund - 2007 The Education Options Scholarship Fund - 1995 The George Tehan Fischer Memorial Scholarship Fund - 2007 The Carl and Francis Fisher Scholarship Fund - 1994 The Charles L. Fox Family Educators Award Fund - 1997 The Lydia Freking Scholarship Fund - 1997 The Waverly Glover Scholarship Fund – 2005 The Louise and Albert Goodman Scholarship Fund - 2001 The Hare “Cookie Lady” Scholarship Fund - 2006 The D. Michael Harber II Memorial Scholarship Fund - 1997 The Ralph and Kathryn Harman Memorial Scholarship Fund - 1986 The Dr. Edna Jean Harper Scholarship Fund - 2010 The William S. and Mary M. Haynes Scholarship Fund - 2009 The Home City Federal Savings Bank, Julia Ward Turner Scholarship Fund - 1999 The Merlin G. Johnson Scholarship Fund - 1998 The Helen Kaffenbarger Memorial Scholarship - 2008 The Patricia and Roy Kohl Family Scholarship Fund - 2009 The Judy Wile Kossoff Memorial Scholarship Fund - 2007 The Springfield Branch AAUW Helen L. Krout Memorial Scholarship - 2010 The Les Femmes des Charities Scholarship Fund - 1996 The Kathryn Littleton Scholarship Fund - 1987 937.324.8773 | springfieldfoundation.org 25 Remember Me. A Celebration of Life, Passions and Our Community 26 Existing Endowment Funds ... cont. The Frank Long Scholarship Fund - 1990 The Michael Manoloff Scholarship Fund - 2010 The Angela Arnold Maras Memorial Scholarship - 2010 The Mary Masters Scholarship Fund - 1999 The Miner Moore Scholarship Fund - 1990 The Mu Chi Chapter of the Omega Psi Phi Fraternity Scholarship Fund - 2005 The Dorothy M. Mumma Scholarship Fund - 1983 The The F. Leonard Murphy Scholarship Fund - 2010 The Charles V. and Helen H. Myers Scholarship Fund - 1994 The Northwestern Alumni Scholarship Fund - 2010 The Penwell Trust Scholarship Fund - 2000 The Myron and Helen Porter Scholarship Fund - 1997 The Dorothy Z. and Howard N. Scarff Memorial Scholarship Fund - 1999 The Patricia Sharp Memorial Scholarship Fund - 1991 The Mary Ellen Shockey Memorial Scholarship Fund - 2002 The D. Suzanne Smith Memorial Scholarship Fund - 1991 The Jennifer Lou Spencer Memorial Scholarship Fund - 1997 The Springfield Foundation Merit Scholarship Fund - 2009 The Springfield News-Sun, Ralph Doyle Endowed Scholarship Fund - 1999 The Nelson and Belva Stallsmith Scholarship Fund - 2004 The Gary Edwin Stevenson Memorial Scholarship Fund - 2009 The Thelma Streber Memorial Scholarship Fund - 2010 The Sutphen Corporation Scholarship Fund - 2009 The Hannah Christine Young Memorial Scholarship Fund - 2009 The Howard Zeller Scholarship Fund - 1989 Agency Funds are created by local nonprofit organizations that wish to take advantage of our financial management and administrative resources, including advice on increasing endowments through planned giving. These endowments provide an ongoing source of income for operations and programs. The Jessie Foos Baker, Springfield Foundation Operating Endowment Fund - 2002 The Don Bishop, Opportunities Industrialization Center Education and Training Endowment Fund - 1998 The Garth Q. Briggs Scholarship Fund of the Tecumseh Education Foundation - 2007 The B-W Greenway Community Land Trust Endowment Fund 2007 The Clark County Heritage Center Endowment - 1998 The Clark County Literacy Coalition Fund - 2006 The Clark County Mental Health Foundation Fund - 2004 The Community Hospital Health Services Foundation (CHF) Family of Funds – 2009 Cardiac and Respiratory Fund Harriet Cousar Scholarship Fund Ann Somers Field Scholarship Fund John Harter Scholarship Endowment Fund Bruce Mayer Cardiac Endowment Nursing Scholarship Fund Dr. Edwin A. Roberts Scholarship Fund Stella Rubart Scholarship Fund School of Nursing Fund Karl and Bertha Mack Schreiber-Rom Scholarship Fund Springfield Business & Professional Women’s Scholarship Fund Marybelle Hodge Tembreull Scholarship Fund Kierstin Nicole Willets Scholarship Endowment Fund The Covenant Presbyterian Church Endowment Fund – 2008 The Elderly United Endowment Fund - 2008 The First United Church of Christ Endowment Fund - 2008 The Gary Geis Dance Company Endowment Fund - 2010 The E. Lucille Ginn Fund of the Links - 2005 The Glen Helen Association Endowment Fund - 2008 The Glen Helen Association Raptor Center Endowment Fund 2010 The Grimes Flying Lab Endowment Fund - 2010 The High Street United Methodist Church Cordes Fund - 2009 The Hollandia Botanical Gardens Endowment Fund - 2010 The Marti Kiser Fund of the Opportunities Industrialization Center (OIC) - 2006 The Don Ackerman Memorial Fund of the Kiwanis Foundation - 2003 The General Operating Fund of the Kiwanis Foundation - 2003 The Scholarship and Student Loan Fund of the Kiwanis Foundation - 2003 The Conrad Turner Memorial Fund of the Kiwanis Foundation - 2003 The Logan County MRDD Fund – 2002 The Marguerite Morris, Project Woman Endowment Fund - 2000 The Nehemiah Foundation Endowment Fund – 1999 The New North Street AME Church Housing Development, Inc. Fund - 2005 The Glenn A. Harper Endowment Fund for Preservation on the Ohio Historic National Road (OHNR) - 2009 (Established by the Ohio National Road Association) The Ridgewood School Endowment Fund - 2002 The Rabbi Marianne L. Gevirtz Temple Sholom Fund - 2004 The Rotary Foundation of Springfield, Ohio Endowment Fund - 1992 The John Smarelli Scholarship Fund of the Springfield Symphony Orchestra - 2007 The Springfield Arts Council Endowment Fund - 1996 The Springfield Preservation Alliance Endowment Fund - 2009 The Springfield Symphony Foundation Family of Funds (4) - 2007 The Tecumseh Land Trust Endowment Fund - 2008 The United Way of Clark County Endowment Fund – 1998 The United Way of Clark, Champaign and Madison Counties Endowment Fund #2 - 2006 The Wescott House Foundation Endowment Fund - 2010 The Springfield Foundation wishes to thank our many thoughtful donors whose generosity over the past year helped support a wide range of services and programs in our community. THANK YOU for making a difference and for sharing our Passions and Our Community. Springfield Alumnae Chapter of Gamma Phi Beta AAUW Springfield Chapter Dr. Barbara J. Abma Joyce Abma Mr. and Mrs. James E. Acra Michael A. Ahern * Dr. and Mrs. Faiq Akhter Ms. Sue D. Allen Mrs. Jill Alsop Dr. George Anderson Anonymous Donors * Apex Restoration Ms. Cathy E. Appel Springfield Museum of Art David and Phyliis Arthur * Mr. and Mrs. Mark T. Arthur Ms. Sue H. Atchley Mr. and Mrs. Benjamin J. Babian Mr. and Mrs. C. Duane Baker Mr. and Mrs. Jim Ball Mrs. Alice Ballard Mr. Conrad A. Balliet Bank of America Charitable Foundation Mr. and Mrs. Robert N. Bare * Mr. and Mrs. Daniel Barksdale * Mr. Hugh Barnett Mr. Warren Barnett Mr. Lester Barnhart Jon and Lori Bartell * Mr. Fred Bartenstein * Allan and Barbara Barth * Mrs. Irma Bass Mr. and Mrs. Charles Baumgardner Mrs. Ruth Bayley Mr. and Mrs. Robert Bayless Mr. and Mrs. Ben Beatty Dr. and Mrs. Albert Becker Jr. Addison Beckley * Andy and Cathy Bell * Eddie and Heidi Bell Mr. George R. Benfield Mr. and Mrs. Don C. Benincasa Ken and Pat Benne * Mr. and Mrs. Billy Bennett Mr. and Mrs. Richard A. Bennett * Bennett, Groeber, Mullen & Feltner Co. Jeanne W. Bennett * Dolores Berrien * Mr. and Mrs. William Berry * Martha Jo Berschet * Mr. and Mrs. Donald O. Best Mr. and Mrs. Larry Bicking Bill and Colleen Birch * Mrs. Nancy Blackburn Mr. Dean Blair * Mr. Richard M. Blatt Dr. James V. Blazek Ms. Lucia Bodine Mrs. Lewis Bookwalter * Mr. Mark W. Booth Ms. Carol A. Borck Mr. and Mrs. Robert L. Borley * Mr. Samuel A. Bowman Mr. and Mrs. Larry Brake * Bredemeyer Family Mr. and Mrs. George Bressoud Ms. Julie Brewer Mr. and Mrs. Phillip C. Briggs Mr. Richard P. Broderrick Mr. and Mrs. Robert O. Bronston Bill and Deanna Brougher * Ms. Elizabeth A. Brougher Mr. and Mrs. Richard Brougher Mrs. Susan A. Brougher Brown Boggs Machine Company Mr. D. Michael Brown Ms. Pauline R. Brown Ms. Helen J. Brumfield Sam and Barbara Burcham * Mr. and Mrs. Thomas P. Burns Robert L. Burton Jr., CPA Mr. and Mrs. Richard Butler John R. Butz and Joan R. Butz * C & N Industrial Contractors, Inc. Mrs. Janice M. Calcaterra * Dan and Suzie Carey * Mrs. Mildred Carey * Dr. and Mrs. Trent Carroll * Mr. Darnell Carter Ms. Helen H. Carter Mr. and Mrs. Lyne H. Carter * Vivian H. Carter * Mr. Dave Castleman Catholic Central High School Catholic Healthcare Partners Caufield Living Trust Dr. and Mrs. Amrit Chadha Mrs. Pauline Chakeres * Philip and Mandy Chakeres * Greater Springfield Chamber of Commerce Ms. Margaret A. Chapman Dr. and Mrs. Balwir Cheema Ms. Jean M. Chepp Cheryl’s Sensations-Ebay Mrs. Nancy L. Chiles Cincinnati Insurance Company City of Springfield Clark County Republican Party Clark Shawnee Local School District Mr. Robert E. Clark * Clark, Schaefer, Hackett & Company Nancy and Sam Clarke * Mr. and Mrs. Keith Clay Mr. and Mrs. Phillip H. Clay * Ms. Janet Click * Dr. and Mrs. Gene A. Clifton * Ms. Jane A. Clifton Tim and Cathy Coffelt * Mr. and Mrs. Michael Coffman Cole, Acton, Harmon, Dunn Mr. and Mrs. Christopher E. Collier Ann and Glenn Collier * Randall and Tamara Comer * Community Health Foundation Conroy Funeral Home Mr. and Mrs. John Conroy * Brower Insurance Agency Springfield Area Convention and Visitors Bureau Mr. David Cooke Ms. JoEtta W. Cooper Mr. and Mrs. Warren R. Copeland Mr. and Mrs. Robert M. Corcoran Lula and Rex Cosby * Mr. and Mrs. Jerry L. Cotter Covenant Presbyterian Church Mrs. Joan Cox Mrs. Corrine Crabill Broad Ms. Patricia Cramer * Mrs. Vivienne R. Cramer Dr. Cathy Crompton * Steve and Kris Culp * Danis Building Construction Company Mr. and Mrs. Robert C. Davidson The Dayton Foundation Della Selsor Trust Delong Air Inc. Vince Demana Family * Dr. and Mrs. Joseph Demeter * 937.324.8773 | springfieldfoundation.org Contributors to New and Existing Funds 27 Remember Me. A Celebration of Life, Passions and Our Community 28 Contributors to New and Existing Funds ... cont. Art and Sylvia Derr * John and Karen Detrick * Mr. and Mrs. Tim Detrick Mr. and Mrs. David H. Devier Mr. and Mrs. Michael Dewine Mr. and Mrs. David Dillahunt Mr. David Dillingham Mr. and Mrs. Scott A. Dixon Mr. and Mrs. John P. Dolan Ms. Cheryl Dover Donna Jean Driscoll * Mr. and Mrs. James R. Drum Mr. and Mrs. Ronald N. Duncan * Ed and Margaret Dunn * Dr. and Mrs. Michael DuVall * Mr. Robert Edmondson * Harry and Linda Egger * Andy and Joan Elder * Joan E. Elder John and Carol Emerich * Emmanuel Christian Academy Mr. William Engel Mr. and Mrs. Dana E. Engle * Ms. Jane Engle Dr. and Mrs. David Estrop * Virginia Estrop Dr. and Mrs. J. Arthur Faber * John S. Federer * Louis W. Feldmann * Mr. Roger D. Ferryman Mr. and Mrs. Thomas W. Fiegl Jr. Mrs. Ann Field * Mr. and Mrs. Patrick E. Field * Steve and Donna Field * Mr. George Fielding and Mrs. Jo Ellen Felding Larry and Kim Fish * Mr. and Mrs. Doug Fisher Ms. Faye M. Flack Sanford H. and Faye M. Flack * Mr. and Mrs. G. Richard Flax Gordon and Mary Flax * Miss Marcia Flax Dick and Marie Flickinger * Mr. William W. Fobes II Dave and Linda Foley * Mr. and Mrs. Jerry Foley Ms. Peg Foley Mr. and Mrs. James Foreman * Peter and Amy Foreman * Ann and Jeffrey Fortescue * Charles F. and Jeannine L. Fox * Jeannine L. Fox Mr. and Mrs. John F. Fox Mrs. Marlo R. Fox Mr. and Mrs. William Fralick * Ms. Marilyn J. Franck Mr. James Freed * Mr. and Mrs. Eldon J. Freeman Lenora Freshour * Ms. Patricia A. Frock Mrs. Ann Funk Dr. and Mrs. Richard Furay Mrs. Jo Ellen Furbee Dr. and Mrs. Alan Gabbard * Robert and Sandra Gaier * Gladys R. Garrett Mr. David A. Garrety Garrigan’s Inc. Mr. and Mrs. Keith Garvin The Gary Geis Dance Company * Mr. and Mrs. P. Gus Geil * Mr. Richard Gelbaugh Ms. Barbara M. Gentile Mrs. Norma Gerke Mr. and Mrs. Frank Giampetro Mr. and Mrs. Anastasios Gianakopoulos Art and Alex Gianakopoulos * Dr. James G. Gianakopoulos Mr. and Mrs. Curtis Gillespie Ms. Mary Goddard Dr. and Mrs. William Goettman Mr. and Mrs. R.J. Good * Hal and Beth Goodrich * Mr. and Mrs. William D. Grafflin * Mr. and Mrs. Marshall Grant Greek Orthodox Church Jay and Roberta Greenland * Mr. and Mrs. Richard M. Griest Mark Grimes * Mr. and Mrs. James W. Grushon Mr. and Mrs. Peter J. Hackett * Mr. and Mrs. Daniel Haemmerle Richard T. Hale * Mr. Preston Hampton * Keith and Carol Harbaugh * Mr. and Mrs. Steven H. Harbaugh Robert and Martha Harley * Mr. and Mrs. James Harmon * Mr. Matt Harrigan Ms. Denise M. Harris Mr. and Mrs. Donald T. Harris Ms. Imogene C. Harris John B. Harris and Maxine E. Harris * Ms. Judy Harris Ms. Miriam Harshaw Ms. Mary E. Harting David Hartley * Ms. Constance Hawk Jack and Jackie Hawkes * Mr. and Mrs. Stephen Hay John and Marlene Hays * Dale and Vikki Hazelbaker * Clark County Combined Health District Sue Hebner * Jim and Bonita Heeg * Mr. Richard F. Heil Jr. Mr. and Mrs. George W. Henderson Henry’s Floral Design Mr. and Mrs. Patrick K. Henry Kristin and Richard Hibbett * Mr. and Mrs. Rodney B. Hickman Mr. and Mrs. Richard Higginbotham Ms. Shirley Finney DeWandia Higgins * Mr. James Hildebrand Mr. and Mrs. Dale Hill Mrs. Deborah Hill and Mr. Burleson Grimes * Larry and Barbara Hill * Mr. and Mrs. Terry Hirtzinger Clark County Historical Society Horton and Lori Hobbs * Mr. Horton H. Hobbs III Hon. and Mrs. David Hobson * Dean and Sande Hoke * Mrs. Jane Hollenbeck Mr. and Mrs. Corey Holliday Ruth L. Hoover Mr. Dave Hornbeck Martha T. Horner * Timothy and Susan Howard * Ms. Linda C. Howell Ms. Judith Hoy Kathleen M. Hughes and Keith Applegate * Mrs. Karen Hunt Mr. Jack Hutslar, PhD Mr. and Mrs Larry Imber Independent Insurance Agents of Clark and Champaign Counties, Inc. Chuck and Sallie Ingle * Mr. and Mrs. Andy Irick Mr. Sidney R. Ives, Jr. and Mrs. Heather M. Ives Doug and Linda Jacobs * Ron and Jean Jaeckels * Mike and Lois Jamieson * James P. Jenkins Electrical Services * Job and Family Services of Clark County Jobs and More, Christian Workplace Mentoring Ministry * Mr. and Mrs. Christopher B. Johnson Ms. Peggy Hearlihy Johnson * Dianne C. Jones * Ms. Helen Jones Ms. Meredith Jones Galeano Ms. Dianne Jordan Rev. Walter Jordan Jon and Anne Joyce * Larry and Sherry Kaffenbarger * Mrs. Christina M. Kampman Kapp Construction Mr. and Mrs. Steven A. Kautz Mr. and Mrs. Tom Kearns Charles and Dorothy Kelley * Kemba Financial Credit Union Kemps Carpet Mr. and Mrs. Charles A. Kendall Mr. and Mrs. Walter Kendig Mr. and Mrs. James Kenney * Philip E. Kepple * Mrs. Margaret A. Kessler Ravi and Vinita Khanna * Mr. and Mrs. Mark M. Killion Jim and Nancy Kincaid * Mr. and Mrs. Dana King * Darrell and Michelle Kitchen * Mr. Rick Klann Ms. Patt H. Kneisley Mike and Linda Knox Robyn Koch-Schumacker Mr. and Mrs. Roy Kohl Kohler Foundation, Inc. Mr. and Mrs. Robert E. Koogler Ms. Katina Koumoutsos * Ms. Gretchen Krafft Mr. Roger T. Kramer Sondra Kramer * Mr. and Mrs. Edwin Kranz Mr. and Mrs. Matthew Kridler Roger and Barbara Krohn * Richard L. Kuss James H. and Nike D. Lagos * Mr. and Mrs. Tom LaHaise Mr. and Mrs. William Lambacher Bill Ray and Jeanne Lampe * John and Jill Landess * Shane and Mary Latham * Lee’s Famous Recipe Chicken-Scott Griffith * Ms. Shelley Leinasars Dr. and Mrs. Don P. Lemelle * Les Femmes des Charities Club Eddie and Laurie Leventhal * Maxine and Fred Leventhal * Ms. Kathryn A. Levesconte Doug and Becky Lineberger * Mr. Richard Link * Links, Springfield Chapter Mr. and Mrs. Gary Linn * Littleton & Rue Funeral Home Ms. Lettie Lobeck Arnold Mr. and Mrs. Alex Loehrer Mr. and Mrs. Thomas Loftis Ms. Jane W. Lohnes Mr. and Mrs. Kevin Lohnes Col. And Mrs. Richard L. Lohnes Longford Limited Partnership Mr. and Mrs. Gerald F. Lorig Sarah H. Lupfer * Mr. and Mrs. Ron Lyons * Mr. and Mrs. William MacGregor * Fleury Mackie Martin and Maribeth Mahoney Ms. Nancy E. Mahoney and Mr. Dennis W. Latimer Mr. and Mrs. Paul Maletic Mr. and Mrs. Michael Manoloff Mel Marsh Mel Marsh & Rick Rutan * Mr. and Mrs. Brett Martin * Martin, Browne, Hull & Harper Ms. Jane E. Martin Mr. and Mrs. Neil Martin Mr. Charles Mason Jr. Joseph and Maureen Massaro * Ms. Barbara Matthies * Mr. and Mrs. Richard Matthies * Dr. Roland Matthies * Ms. Jillian M. Mattone McCall-Sharp Architecture, Ltd. Mr. Larry B. McCord Mr. and Mrs. Lawrence E. McCoy Ms. Janet E. McCrosky Mrs. Jean McCulloch Mr. and Mrs. Dale McFeatters Christy McGregor Dan and Judy McGregor * Jim and Nancy McGregor * Julie McGregor * Ross McGregor and Cathy Crompton * David and Lynn McLaughlin * Mr. Jim McLaughlin Ms. Margaret McLoughlin Mr. and Mrs. John R. McQueen Merchants National Bank Elaine J. Mercurio Mr. Robert G. Merkle * Ms. Janet Merrelli Janelle Mesarvey * Mr. and Mrs. Ted Michel Stan and Karen Mickel * Midland Properties, Inc. Mr. and Mrs. Chuck Mihal Mr. and Mrs. Dale Miller * Dr. James B. Miller Mary Sharon Miller * Mr. and Mrs. Max R. Miller Mr. and Mrs. Randy Milner * Dorothy L. Minor * Dr. and Mrs. Lofton N. Misick Stephen P. Moody * Mr. and Mrs.Danny R. Moore Mr. and Mrs. J. Chris Moore * Dr. and Mrs. Robert Moore Mr. and Mrs. Wayne Moore Mr. Daniel J. Moorman Mr. and Mrs. Mark Moorman Ms. Leslie J. Morris Mr. Joe Morrow Mu Chi Chapter of the Omega Psi Phi Fraternity Dr. and Mrs. Kumar Mukerjee * Mr. James Mundstock Ms. Kathryn D. Murphy Mr. and Mrs. Ron Murphy Helen H. Myers * Dr. and Mrs. Stanley Nedelman * Richard Nedelman, M.D. * Ms. Patricia R. Newman Ms. Zella Nisley Noonan Foundation Mrs. Mary Lu Kissell Noonan * Ms. Meghan H. Noonan Peter and Peggy Noonan * Mr. and Mrs. Sean Noonan Mr. and Mrs. Scott Northrup Charles and Donna Novak * Ms. Mindy L. Odonnell Mr. and Mrs. Dan O’Keefe * Ohio Equine and Agricultural Association * The Ohio Masonic Home Benevolent Endowment Foundation * Ohio National Road Association Ohio Valley Medical Center Opportunities Industrialization Center Organization of Problem Pregnancy Services Mr. and Mrs. Michael Osborn Frank and Tommie Otway * Paradox Group Ltd. Gerald and Barbara Parisi * Paul and Rita Parlato * Mr. and Mrs. Chris Patsiavos Mr. and Mrs. Robert Patton Doug and Stephanie Paugh * Plato and Tina Pavlatos * Ms. Bridget Pedraza Mr. and Mrs. Miguel Pedraza Jr. Mr. and Mrs. James Peifer 937.324.8773 | springfieldfoundation.org 29 Remember Me. A Celebration of Life, Passions and Our Community 30 Contributors to New and Existing Funds ... cont. Nancy Pence * Clare Perks * Ms. Elizabeth Ann H. Peters Ms. Jennifer Phelps Mr. and Mrs. Scott Pollack Ms. Daragh Porter Bishop and Pastor Cecil Pratt Tom and Sue Prendergast * Springfield Preservation Alliance Mr. and Mrs. Curtis Pruett Mr. and Mrs. Frank J. Pugliese Walter S. Quinlan Foundation Mrs. William M. Rader Jr. * Dr. Karen and Mr. John Rafinski * Mrs. Joellen Raley and Mr. Kirby Lee Raley III Mrs. Lillian Rambo Mr. Angus Randolph * Mr. Eldon Ray Dr. and Mrs. John Rechsteiner * Paul W. Recknagel * Ms. Audrey M. Reed Reliable Home Improvements of Ohio Dan, Nancy and Rachael Rice Ms. Patricia L. Richards Doug Richey Construction & Maintenance Mr. and Mrs. Jon C. Riggs Mr. and Mrs. Charles Rinehart Mr. Jack B. Risher Mrs. Margaret Roberds Donovan Knight and Charlene Roberge Knight * Mr. and Mrs. Mark F. Roberts Mr. and Mrs. Reed Robertson * Roby-Foster-Miller-Earick Mr. and Mrs. James Roediger Ms. Christi Rogers Rick and Joy Rogers * Ms. Jenny L. Rollins * Ms. Nancy Ronemus Mr. and Mrs. Andrew T. Roseberry Jim and Gaylee Ross * Dan and Sherrie Routzahn * Mr. Thomas Rutschilling * James and Sonya Ryhal * Earl and Laura Saito Mr. and Mrs. Michael C. Sample * The Samuelson Family * Mr. and Mrs. David L. Sanders * Mr. John P. Sayers II Scanlon Construction, LLC Mr. William Scarff * Dr. Paul Schanher III, D.D.S. Mr. and Mrs. Doug Schantz * Mr. Ed Schecter Mrs. Susan Scheeres Mr. and Mrs. Jeanne-Pierre Schmid Ray and Marilyn Schneider * Scripps Howard Foundation Ms. Donna S. Sebastian Robyn Koch-Schumaker and Stephen Schumaker * Security National Bank Mr. Jack Seipel * Mr. and Mrs. Lee Shaffer Dr. and Mrs. Ravi Shankar * Mr. and Mrs. Stanley Shapiro Mr. Ned Sharp and Ms. Marynelle Greene * Steve and Denise Sharp * Mr. Richard H. Shaw Mr. and Mrs. Robert Shay Mr. and Mrs. James Sheehan * Dr. Jerry and Kay Shell * Mr. and Mrs. Morrey Shifman Mr. and Mrs. Timothy Shouvlin * Ms. Jessie Shropshire Jerry and Dianne Simonton * Mr. and Mrs. James Simonton Mr. and Mrs. Terry Simonton Mr. and Mrs. Avtar Singh * Jadgish and Daljeet Singh * Mr. Glenn Skinner II Smilin’ Bob Heart Attack Fund Ms. Cindy Smith Dr. and Mrs. David Smith Mr. and Mrs. Horace D. Smith Mark and Cynthia Smith * Dr. Stacia A. Smith * Mr. Wade G. Smith Mr. and Mrs. O. Lester Smithers * Mr. and Mrs. James W. Snyder * Mr. and Mrs. Dave Sommers Kris Somers and Doug Corley Richard and Joyce Spangler * Speedway LLC * Mr. and Mrs. John M. Spencer Ms. Susan Speros Springfield Bowling Center Springfield Conservancy District Mrs. Hettie L. Spurgeon Tom and Ann Stafford * Mr. and Mrs. Jim Stanaway * J. William and JoAnn Stapleton * Mr. and Mrs. Geoffrey Steele Darmel and June Steen * Helen Z. Stevens Mr. and Mrs. Russell Stocke Mr. and Mrs. Thomas Storer Mrs. Eleanor Krantz Strietman and Mr. Robert Strietman William A. Stumpf * Mr. and Mrs. Ted Stute Denise and Bob Suver * William and Pamela Swaim * Mr. Charles D. Swaney * Mr. and Mrs. Eugene R. Swanger Michelle Sweeney Michelle and Jim Sweeney * Mrs. Afshan Syed Mrs. Afshan Syed and Dr. Mubin Syed Springfield Symphony Orchestra Annette Syrus * Walt and Martha Szczesny * John and Brenda Taylor Tecumseh Land Trust * Mr. and Mrs. Michael Tembreull Mr. and Mrs. Philip Teusink Mrs. Elizabeth Thomas Gary A. Thomas D.D.S. * Roger and Dorothy Thomas * Mike and Kathy Thompson * Mr. Michael Trempe * Mr. and Mrs. Thomas Trempe The Turner Foundation * Mr. and Mrs. Jack Turner Jim and Punky Turner * Mr. Lawrence Turyn * Brian and Jennifer Tuttle * Dr. Richard and Darlene Umbaugh * The Union Club, Inc. United Fiberglass of America United Senior Services United Way Clark, Champaign, and Madison Counties * Jim and Julia Valentine * Mrs. Diane Van Auker Ted and Jodi Vander Roest * Ms. Joyce A. Vanhook Mrs. Karin Vanzant Dr. and Mrs. George Varghese The Village Inn Tavern, LLC Mrs. Charlotte Wade * Mr. and Mrs. Marvin C. Wade The Elizabeth G. Wagner Estate Mr. and Mrs. Hans Wagner Mr. and Mrs. George M. Walker Mr. Michael C. Wallace Chet and Judy Walthall * Walt and Mary Jane Wardley * Mr. and Mrs. Lamar Warfield Mrs. Virginia Warren Mr. and Mrs. David Waugh Barbara Parke Weaver David and Susan Weaver * Mr. David R. Weddington Weixelbaum Trust Chris and Lisa Wells * WellSpring Reed and Gail Welsh * WesBanco Bank * Westcott House Foundation Estate of Mina E. Newman White Marshall Whitacre * Mr. and Mrs. Ron White Michael and Vickie Whitfield * Katherine Wildman * Mr. and Mrs. Michael Willets Mr. and Mrs. Melvin Williams Ms. Mary F. Williams Mr. and Mrs. Michael L. Williams Mr. and Dr. Andy Wilson Wilt PR Fanny M. Winkhart The Wiseman Agency, Inc. Wittenberg University Woeber Mustard Ms. Jane L. Wolford Ms. Sharon Woolf Ms. Barbara Stoddard Wurster Jeff Wyler Automotive Family * Mr. Daniel Yeazell Mr. and Mrs. Derrick Young Shirley M. Young Mr. and Mrs. Willie Young Mr. and Mrs. William K. Youngman Mr. Joshua Zahller Mrs. Mary Zartman Ms. Penny S. Zimmerman Monte Zinn * Mr. and Mrs. T. R. Zinsmeister Mr. and Mrs. John P. Zook Memorial Gifts Contributions were made in memory of these individuals: Jean Acton Mr. Fred Aukeman Edward Tague Bell Ruth Funderberg Botkin Mrs. Jane Brooks Mr. Charles Brougher Norman Carey Wanda Chaney Florence Coolman Mr. Casey Cullen Charles Joseph DeVaughn, Jr. Patricia Lawson Dobbs Mrs. Ann Filed Mr. John Field Jane McFadden Fobes Anita Forbeck Mr. Jim Frey Virginia Graut Peggy Moorman Green Mr. Ray Grumbling Thomas Harber Ben and Mary Hartman John Harwood Mr. John Hennigan Greg Hirtzinger Mrs. Susan Krantz Hobbs Helen Kneisley Mr. Richard Kramer Barry E. Lobeck (1969) Lillian Long Josephine Lucas Rosie Martin Mr. Larry McCord Mr. James B. McGregor Mary Lu Noonan Addie Pisoni Gerald E. Porter Jane Scarff William Howard Scott Norman Simon George Speros Greg Speros Rose Speros Mr. Charles Spurgeon Mr. Tom Spurgin Peggy Stack Mary Stinson Mr. wayne Trimble Corrine and Ralph Wetherbee Hannah Christine Young Joseph E. Zeigler and Velma Zeigler Tribute Gifts Contributions were made in honor of these special people and milestones: Barbara Abma Debra Baker Mr. Andy Bell, 2011 Junior Achievement honoree Andy and Cathy Bell Cathy Bell Cathy Bell for Mother’s Day Cathy Bell’s 65th Birthday Cathy Bell for Valentine’s Day Pat Benne Susan L. Brougher The Carr Family Ellen Dudney The Elder Family Joan Elder Joan and Andy Elder Gordon and Mary Flax’s 60th Wedding Anniversary Jody Gatten Pam Hay David and Bonita Holl’s 25th Wedding Anniversary Jenny Baader Holm Jack Hutslar Jack Hutslar, Christmas Jack Hutslar, Father’s Day Mrs. Hattie Lawson Ruth Lee Laurie Leventhal’s 65th Birthday Bob and Jane Lindner’s 50th Wedding Anniversary Mrs. Mary Lou Loftis’ Birthday Mike Manoloff Judy McGregor Mary Lu Noonan Mrs. Peggy Noonan Dolores E. Pedraza Mrs. Kerry Pedraza Dicka and Ann Rice Diane Richard The Robinson Family Mary Lou Robinson Mr. Doug Schantz Jeff Smith and Richele Shepard Clarice Stafford Thelma Streber Dr. Robert Welker Wilt PR Clients Marie Winebrenner The Wingate University Girls Key: * Denotes individual or organization was also a Partner in Philanthropy during the fiscal year. These individuals play a critical role in helping support the annual operating needs of the Foundation. These donor lists are checked carefully for accuracy each year; however, we apologize for any inadvertent errors or omissions. 937.324.8773 | springfieldfoundation.org 31 Remember Me. A Celebration of Life, Passions and Our Community 32 Springfield Foundation Legacy Society The Legacy Society of the Springfield Foundation was established to thank and recognize those individuals who have chosen to continue to support the causes they care about when they are gone. Too often, these thoughtful gifts go unrecognized because they come at the end of a donor’s life. The Legacy Society is our way of acknowledging their commitment to the future today. We are here to help you integrate your ideas and financial planning to make the most of charitable giving. For more information about making legacy gifts, or to join the Legacy Society, please contact the Foundation. Regardless of the type of gift you intend to leave from your estate, the purpose is determined by you and we will recognize you in a way that is meaningful to you. If you prefer, we will honor your request for anonymity. 2011 Legacy Society Inductees (left to right): Randall and Tamara Comer, Kenneth and Mary Rush, David Cooke, and Deanna and Bill Brougher. Not pictured are Patricia and Kenneth Benne. Legacy Society Members: Mrs. Jean Acton Anonymous (3) Mr. ** and Mrs. Robert Bayley The Andy and Cathy Bell Family Pat and Ken Benne Bill and Deanna Brougher Charles A. and Susan E. Brougher Helen J. Brumfield Gail O. Brunson Robert L. Burton Jr. C.P.A. and Doris C. Burton Ph.D. Randall M. and Tamara S. Comer Dr. ** and Mrs. Martin J. Cook David Cooke Cathy Crompton and Ross McGregor Earl and Janet Detrich John and Karen Detrick Gordon and Mary Flax Dick and Marie Flickinger Dave and Linda Foley Bill and Debbie Fralick Mr. and Mrs. Peter Gus Geil Daniel and Rosemary Haemmerle Chuck and Sallie Ingle Larry and Sherry Kaffenbarger Mr. Charles Kip** Hattie M. Lawson Ms. Cheryl Lightle & Mr. Wade Skaja Michael Manoloff Mel Marsh and Rick Rutan Family Legacy Barbara F. Matthies Richard and Vicki Matthies Dr. Roland Matthies Dan and Judy McGregor Jim** and Nancy McGregor Robert G. Merkle Mary Sharon Miller Dr. Stanley and Phyllis Nedelman Peter and Peggy Noonan Ben** and Clare Perks Bishop Cecil and Roseann Pratt Dr. Michael and Robin Pfeil Dr. John W. and Sherril-ann Rechsteiner Polly Ricketts** Kenneth and Mary Rush Gayle and David Sanders Robyn Koch-Schumaker and Stephen Schumaker Dr. Jerry and Kay Shell Ms. Jessie L. Shropshire Gail V. Smith Lester and Priscilla Smithers Ted and Jodi Vander Roest Chet and Judy Walthall Monte W. Zinn ** Deceased Gift Opportunities Partnering with the Springfield Foundation is an easy way to support your favorite charities or charitable interests through one organization. We can help you place your charitable contributions where you think they will do the most good. You can feel secure knowing your gift will be managed by an organization that has deep roots in the community and has earned the reputation for accountability and prudent investing for the long term. Gifts to Existing Funds You may contribute to one or more of the funds that already exist at the Foundation (see pages 22-26 for a complete listing) in any amount and at any time. If you can’t choose, we recommend considering the following field of interest funds: The African-American Community Fund The Clark County Community Fund for Animals The Clark County Community Fund for Arts and Culture The Clark County Community Fund for Civic Affairs The Clark County Community Fund for Conservation and the Environment The Clark County Community Fund for Education The Clark County Community Health Fund The Clark County Community Human and Social Services Fund The General Fund for Grants to Nonprofit Organizations The General Fund for Scholarships The Springfield Foundation Operating Endowment Fund The Women’s Partnership Funds Memorial and Tribute Gifts Any gift may be a memorial or tribute gift. A memorial contribution or gift honoring an individual’s birthday, anniversary or other special occasion is a simple and traditional way to show that you care. Best of all, as part of an endowment, your gift will continue to give far into the future. Notice of the gift is sent to the honoree or their family. No dollar amount is ever mentioned. Partners in Philanthropy Established in 1995, Partners in Philanthropy promote the Foundation and our mission. Comprised of individuals, families, organizations and businesses countywide, members are asked to share information about the Foundation with family, friends, neighbors and acquaintances. The annual membership contributions are tax deductible and are used to assist the Foundation in marketing philanthropic opportunities throughout Clark County. The Charitable Checking Advised Fund Program This program provides you with the opportunity to make recommendations regarding distribution of the fund’s principal and income to qualified charities throughout the U.S. Charitable Checking funds offer a simple solution to streamline your annual giving. Establishing Permanent, Named Endowment Funds You may select the name of the fund you establish and new gifts may be added at any time. A minimum gift of $10,000 is required to establish most named funds. The minimum amount can be reached over a two-year period. The six fund types listed here include both endowed and non-endowed options, offering you flexibility. If you would to learn more about establishing a fund, please contact the Foundation at (937) 324-8773. Unrestricted Funds offer the broadest giving option. This type of fund gives the Foundation’s Board the ability to respond to the needs of the community as they change over time. Field of Interest Funds support charitable organizations that address issues you care about most such as arts, education, health care or other interest area. Designated Funds provide annual support to one or more of your favorite charities. Should the organization(s) cease to exist, the Foundation has the responsibility to ensure your intent is met. Donor Advised Funds allow you and your family to contribute to your fund at any time and then recommend grants to support the charities of your choice. These funds provide the most flexibility and convenience. Scholarship Funds provide grants for college students. You have many options in determining the selection criteria for your scholarship fund, such as the high school from which the student graduated, their field of study, or the school they will attend. Agency Funds are created by local nonprofit organizations to provide an ongoing source of income for operations and programs. NEW! – Horizon Funds allow you to build a charitable endowment the same way you build a retirement plan ... through regular contributions over time. Gifts are tax deductible and promptly acknowledged. 937.324.8773 | springfieldfoundation.org 33 Springfield Foundation 4 West Main Street Suite 825 Springfield, Ohio 45502 937.324.8773 phone 937.324.1836 fax springfieldfoundation.org Address service requested Foundation Management Officers Andrew Bell, President Plato Pavlatos, Vice President Randall Comer, Secretary Kim Fish, Treasurer 2012 Board of Trustees Tammi Angle Dean Blair C. William Brougher Robert Burton Dr. Cathy Crompton Lula Cosby Kim Fish William Fralick Peter Gus Geil Deborah Hill Edward Leventhal Tom Loftis Mel Marsh Maureen Massaro Dan O’Keefe David L. Sanders William Scarff Robyn Koch-Schumaker Jagdish Singh O. Lester Smithers Michelle Sweeney Staff Ted Vander Roest, Executive Director Teresa Brumfield, Office Manager Susan Carey, Accountant Joan Elder, Director of Grants and Scholarships Patricia L. Lavy, Director of Development and Marketing anks... Special Th wing ank the follo th We’d like to r their Trustees fo departing itment: m and com dedication lax Gordon F delman e N Phyllis waney Charles S Confirmed in Compliance with National Standards for U.S. Community Foundations Nonprofit Org. U.S. Postage PAID Dayton, OH 45401 Permit No. 375