2014 Annual Report - Kosciusko County Community Foundation
Transcription
2014 Annual Report - Kosciusko County Community Foundation
2014 Annual Report Home Letter from the President Home is my favorite place. It’s where I spend the most time with the ones I love. It’s wearing comfortable clothes, eating great food, playing games, laughing, teaching and learning (sometimes the hard way). In this year’s annual report, our donors and grantees share what home means to them. The people featured in these pages live in busy homes filled with the noises of raising children, in assisted living communities and on family farms, in lake cottages and the homeless shelter. Regardless of where they live, many of their definitions of “home” carry common themes: love, security and belonging. Our home is Kosciusko County, and we desire to make this community a place where all residents can feel a sense of belonging, be secure, and experience life to its fullest. Our grantmaking reflects this desire. For some families in our community, help with food and housing stability is necessary. For others, the chance to experience art, theater and music is what makes life richer. For some people, having a place to enjoy the outdoors is important. For many young people, the opportunity to have an excellent education and learn skills they can use locally means they can continue to make Kosciusko County home – perhaps raising their own families here someday. We are honored to be home to over 300 funds entrusted to us by local donors who share a desire to continuously improve the quality of life for people in Kosciusko County and beyond. If you have a charitable dream, we would love for it to live here. Sincerely, Jerry Yeager Board President The feature photos in this annual report were taken by Karen Geswein, unless otherwise credited. Table of Contents Eva Kor...................................................................... 1 A Family & Business Tradition................................... 2 Community Funds’ Grants......................................... 4 Dr. & Mrs. William Male.............................................. 6 Donors........................................................................ 8 Gifts in Honor & Memory of..................................... 12 A Safe Haven........................................................... 16 New Funds............................................................... 18 Funds....................................................................... 20 World-Class Orthopedic Industry............................. 24 Opportunities Right Here at Home.......................... 26 Kosciusko REMC Operation Round Up Grants...... 28 KEYS Grants & Members........................................ 30 Board & Staff............................................................ 32 2014 Volunteers....................................................... 33 Heart of Gold............................................................ 34 Professional Advisor Recognition............................ 35 Why Give.................................................................. 36 Financials................................................................. 37 Eva Kor Never Take Home for Granted On March 25, 2014, a capacity crowd of 3,000 middle school students filled the Manahan Orthopedic Capital Center at Grace College to hear Eva Kor’s first person account of surviving the Auschwitz Death Camp and the medical experiments of Nazi Dr. Josef Mingele on Eva and her identical twin sister, Miriam. Middle school students listen in rapt attention as Eva Kor tells her story of surviving Auschwitz and of her decision to forgive those who murdered her family and hurt her. Later that night, another capacity crowd of community members came to hear Eva speak. Eva detailed how her family was forced from their home when she was 10-years-old. Later, Eva and Miriam would be ripped from their mother’s arms as they arrived at Auschwitz. Eva and Miriam never saw their mother, father or sisters again. The heart of Eva’s message to the audience was to forgive. Eva said she was able to forgive the Nazis, even Dr. Mengele who performed many terrible experiments on her. “Don’t pass on that family legacy (abuse and unforgiveness) to your children and grandchildren. Heal yourself…It is not that complicated…What do you have to lose? Your pain,” Eva said. The Eva Kor event was made possible, in large part, by grants from our Community Funds and from a donor advised fund. Eva Kor (right) with Teresa Jordan, the Leesburg Elementary teacher whose dream it was to bring Eva Kor to Warsaw to speak to students. 1 Community Support – A Family and Business Tradition One summer night in 1975, 21-year-old Lorraine Albert attended the Leesburg Days ice cream social with her parents. Her family sat at the same table as John Anglin, Jr. Lorraine had seen John before. Her dad delivered grain to the Clunette Elevator, which was owned and operated by the Anglin Family. But that night, John and Lorraine talked and got to know each other a bit. John asked Lorraine if he could take her to a chicken barbeque the next night. She said yes. By August of that summer, Lorraine and John were engaged. They were married that November. In 1992, tragedy struck the Anglin family when 15-year-old Jeremiah and his friend Mike Bishop both died in an automobile accident. The community outpouring, especially from the farming community, was strong. The 4-H Junior Leaders established a memorial garden at the fairgrounds in honor of the boys. In 2009, John Anglin, Sr. (John Jr.’s father and Jeremiah’s grandfather) used the grant dollars from a Heart of Gold award in his honor to establish the Jeremiah J. Anglin Memorial Fund, which was designed to support causes that Jeremiah cared about. Lorraine Anglin During their 37 years of marriage, John In 2012, tragedy struck the Anglin family and Lorraine raised two children: a son, Jeremiah, again when Lorraine’s beloved husband, John, and a daughter, Jessica. John eventually became passed away very unexpectedly while the couple co-owner of Clunette Elevator. While their children was vacationing. were young, Lorraine stayed at home - busy raising children and 4-H animals. Later, she joined John at Now, two years later, Lorraine; her daughter, Jessica; the elevator where she still serves as Office Manager. and son-in-law Gabe, continue the Anglin tradition For more information about the Ag Cares Fund, visit KCFoundation.org/Ag. 2 Lorraine Anglin stands in front of the Clunette Elevator, which has been in the Anglin Family providing Ag services to our community since 1951. The Elevator was among the first to accept gifts of grain on behalf of the Community Foundation’s Ag Cares Fund. of service to the agricultural community through the Clunette Elevator (Gabe and Jessica co-own the elevator with Tom Anglin). They buy and sell corn and soybeans from farmers from Kosciusko and surrounding counties. They also provide crop protection products and crop nutrients. More than just a business, the Clunette Elevator is an integral part of the community. The elevator supports young people and agricultural education through 4-H and FFA. Community Foundation to a participating elevator. The elevator sells the grain for the Foundation and sends the proceeds of that sale to benefit the Ag Cares Fund. The Community Foundation sends the farmer a gift receipt for tax purposes. Each gift of grain helps the Foundation support causes that matter to the Ag community – food programs, Ag education and youth. “Home means more now (since John passed away),” said Lorraine. “Home is where memories are made… it’s where you sit down for dinner with your family… it’s where you enjoy traditions like Sunday night popcorn. Home is a place that is safe and secure.” They were among the first elevators to accept gifts of grain on behalf of the Kosciusko County Community Foundation for the Ag Cares Fund. Area farmers can donate corn where you sit down for or beans to dinner with your family. the Kosciusko County Community Foundation by delivering crops on behalf of the Home is... Our thanks to the Anglin Family and to Clunette Elevator for making our community, our “home,” a more generous, more thriving, more youth and farm-friendly place to live. Lorraine Anglin 3 Community Funds’ Grants The following grants were made from our Community Funds. These grants are made possible by donors who direct us to use their gifts wherever the needs are greatest. Typically, these funds are accessed by nonprofits through a grant application process. Grantee Baker Youth Club The Otis R. Bowen Center for Human Services, Inc. Cancer Services of Northeast Indiana CASA of Kosciusko County, Inc. The Christian Performing Artists’ Fellowship Clay Township Fire Department Community Action of NE Indiana Erin’s House for Grieving Children First United Methodist Church of Warsaw Fort Wayne Philharmonic, Inc. Four Way Ambulance Emergency Service, Inc. Get on Board Girl Scouts of Northern Indiana-Michiana Grace College & Theological Seminary Center for Lakes and Streams Grace Village Retirement Community Habitat for Humanity of Kosciusko County Heart of Gold Program Housing Opportunities of Warsaw, Inc. Indiana Lincoln Highway Association Isaiah 11 Ministry Junior Achievement serving Warsaw & Tippecanoe Valley Kosciusko Community YMCA Kosciusko County Council on Aging & Aged, Inc. Kosciusko County Educational Development (KC-Ed) Kosciusko County Special Olympics Kosciusko Home Care and Hospice, Inc. 4 Purpose After-school satellite programs Enchanted Hills thrift store, food pantry and health food outlet Client advocate program Support of volunteer trainings, “air cards,” and cell phones for cases The MasterWorks Festival choral program Replace air packs Covering Kids and Families program Counseling and peer support programs for grieving children and their families. Community Closet program, providing non-food items to low-income individuals Kosciusko County 2013 Holiday Pops and 2014 Patriotic Pops concerts Stair chair for ambulance Program to connect nonprofits with volunteers Girl Scout Leadership Experience for K-12 students in Kosciusko County Rebranding and communication project Programming for field day and aquarium/aquaponics Garden structures and supplies to enable people of all ages and abilities to enjoy gardening Purchase a tract of land in Warsaw Grants to charities in honor of Heart of Gold recipients Interns for the Stellar Community Neighborhood Participation Task Force Development of Indiana Lincoln Highway Byway Corridor Management Plan Counseling sessions for individuals unable to pay Finance Park for Warsaw, Tippecanoe Valley and Lakeland Christian Academy Construction of new facility Phone equipment upgrade in office Coaches and coordinator to help at-risk students graduate high school Transportation costs for athletes to events Administrative support of the Help Center The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014 Grant Amount $10,000.00 $7,500.00 $7,500.00 $5,000.00 $1,300.00 $15,000.00 $7,500.00 $2,500.00 $5,000.00 $1,500.00 $1,584.00 $2,500.00 $2,000.00 $2,500.00 $40,000.00 $1,478.00 $20,000.00 $9,000.00 $5,313.00 $1,000.00 $1,000.00 $2,000.00 $5,000.00 $7,736.00 $5,000.00 $3,040.00 $14,000.00 Grantee Kosciusko Literacy Services, Inc. Lakeland Art Association Lakeland Community Services, Inc. Multi-Township Emergency Medical Service Muscular Dystrophy Association National Philanthropy Week New Beginnings Preschool and Child Care, Inc. North Webster United Methodist Church Professional Advisors Golf Outing Project Lead the Way, Inc. Science Central, Inc. Syracuse-Wawasee Park Foundation Teen Parents Succeeding, Inc. Town of Winona Lake Wagon Wheel Theatre, Inc. City of Warsaw/Warsaw-Wayne Fire Territory Wawasee Area Career and Technical Cooperative Wawasee Area Conservancy Foundation, Inc. Whitko Community Schools Young Tigers Football, Inc. Purpose Grant Amount “Plant the Seed-Read!” program $1,000.00 Walk N Wander Warsaw-The Art of Seward Johnson $3,000.00 Tuition assistance for low-income families $3,315.00 Pediatric mannequins for training $6,821.00 Funding for Kosciusko County children to attend summer camp $1,800.00 Grants to charities in honor of National Philanthropy Week $500.00 radio quiz show winners Startup funds to open an infant program $2,493.00 Dollars for Preschool Scholars scholarship program $1,800.00 Grants to charities in honor of golf outing winners $1,600.00 STEM education curriculum for K-12 students throughout $10,000.00 Kosciusko County Science 4 U Outreach labs to Warsaw schools $5,000.00 Syracuse-Wawasee Trail completion around Syracuse Lake $4,000.00 Teen Services life skills program $3,000.00 Support of the splash pad at Limitless Park $5,000.00 The Polar Express Christmas concert $4,300.00 Funding for 2013 Play It Safe Family Safety Day $1,000.00 Career and Technical Equipment upgrade $9,000.00 Supplies to remove invasive plants in region $2,500.00 Community based instruction program $3,367.00 for special education students Placement of automated external defibrillators in schools Protective equipment $3,999.00 $5,000.00 Total $264,446.00 This graph represents all grantmaking including grants from community, field of interest, advised, agency, designated and scholarship funds. dArts, Culture — 3% dHealth — 12% dCivic* — 21% dHuman Services — 25% dEducational — 9% dRecreation — 4% dEnvironmental — 8% dScholarhsip — 18% *Includes a large donor advised grant awarded to a civic project. 5 Dr. and Mrs. William Male Making a Home for Grace College’s Center for Seminary and Graduate Studies Dr. William (Bill) Male began working when he was very young, first in his family’s bakery and then in his father’s frozen pastry business. In high school, the young entrepreneur even established a small printing business, which he sold after graduation. Bill’s earliest jobs included building boats, newspaper publication, and plastics molding. In 1948, Bill, who was 21-years-old, helped his grandfather pick up a calf from a farmer. While there, Bill saw a beautiful girl, Ella, the farmer’s daughter. She was feeding the barn cats when Bill first noticed her. He saw Ella again when she was singing in the church choir. Soon after, they began spending time together. business college studies. After dropping Ella off at school, Bill had a remarkable drive back home. Remarkable, because he had an overwhelming sense that despite his strong work ethic and entrepreneurial spirit, he was not living a purposeful life. During that drive home, he felt a certainty that God wanted to use his life to help others. So dramatic was this sense that Bill applied the very next morning to Western Michigan College in Kalamazoo. He wasn’t sure what God was On Labor Day evening of 1948, Bill drove Ella from Mendon, Michigan to Fort Wayne, Indiana to begin her Dr. and Mrs. Male with their daughters and sons-in-law (left to right): Robert Markham, Ruth (Lowrie) Markham, Rebecca Colman, William (Bill) Male, James Colman, Martha Hines, Ella Male, James Himes, Mary Smith and David Smith. To learn more about Donor Advised Funds, visit KCFoundation.org/types-of-funds 6 calling him to do, but he felt certain he would need a college degree to do it. Turns out, Bill didn’t earn one but four college degrees. The first degree was a Bachelor of Arts from Western Michigan. The second was a degree from Grace Theological Seminary. The third was a Master’s degree in Psychology from Temple University. Finally, Bill earned a PhD from Indiana University. Bill and Ella got married just before Bill’s third year at Western Michigan. Shortly after graduation from Grace, Bill and Ella and their first-born daughter moved to Philadelphia to pastor the First Brethren Church. While in Philadelphia, Bill and Ella welcomed two more daughters. In 1959, after four years pastoring in Philadelphia, the Males moved to Winona Lake where he joined the faculty of Grace Theological Seminary. In 1961, their youngest daughter was born completing Bill and Ella’s “all-girl Male quartet.” Bill served Grace Schools for 34 years, holding a variety of positions, among them: Academic Dean of the College and Dean of the Seminary. Bill and Ella have used the Kosciusko County Community Foundation for much of their charitable giving since 1996, when they established the Bill and Ella Male Charitable Fund. This advised fund allows the Males to recommend grants to charities that align with their values. They enjoy including their daughters in grant recommendations. This year, they recommended a major gift to Grace College & Seminary that was used to purchase the seminary building, now named the “William Male Center for Seminary and Graduate Studies.” Dr. and Mrs. Male consider their recent financial gift to Grace College & Seminary to be not just a gift, but an investment in the college and seminary and in the lives of students. Investing in the lives of others has been a passion of Dr. Male ever since that fateful drive home from Fort Wayne in 1948. He and Ella agree that serving and giving has brought great joy into their lives. They are thrilled to have passed on that legacy to their daughters and their families. Dr. and Mrs. Male advised a grant from the Bill and Ella Male Charitable Fund at the Community Foundation to Grace College & Seminary for the purchase of the building that now houses the William Male Center for Seminary and Graduate Studies. Photo by Lauren Klusman. 7 Donors Anonymous 2 Bourbon and Back Ace Pest Control, Inc. Cindy Adams Craig and Tiffany Adams Julia Adams Robert Addair Rev. and Mrs. Steven Ailes Alderfer Bergen & Company Alan and Kristine Alderfer Caroline Alderfer Howard and Alverta Alderfer Katherine Alderfer E. Mazie Alexander Linda Alto American Association of University Women - Warsaw Branch Carl and Karen Anderson Jack Anglin Michael E. Armey Butch and Debra Armstrong Terry Armstrong, Watercolor, LLC Dan Arnholt Ghean M. Arnolt Charitable Lead Trust Associated Surgeons & Physicians, LLC Atwood Lions Club Jeff Atwood Doug and Janet Ault B & M Instruments Lakeland Technology, Inc. Employees Chelsea Backus Gary Bailey Ralph and Myrna Bailey Bakehorn Group, Inc. Chris Baker Marlane Baker Bill and Gretchen Baldwin Robert and Barbara Barefoot Barnett Family Bart’s Water Sports Cynthia Bartley Don and Phyllis Bates Abby Baum Rick and Monna Baum Ron Baumgartner Gary and Jacquelyn Beck Mackenzie Beck Beckham Girls J.R. Bergan Alex Bergen Ben Bergen Don and Jackie Bergen Mike and Casey Bergen Nick Bergen William M. Bergen Gary and Tammie Berkey Bertsch Family Charitable Foundation, Inc. Bengi Bettinger Betty’s Cake & Candy Shop Erica Bibler Biomet, Inc. Brad and Deb Bishop Robert and Waneta Bishop Chance Blair Larry Bloom Bob Bob List Photography William and Naia Bockman Calvin Bolt Inspections & Testing Ervin Bolt Construction, Inc. Christine Bonifield John and Eva Bonitati Darius Bovain Patrick and Shari Boyle Mike and Kim Bradford John R. and Joan Bradway Fund* Philip and Monica Braman John Brooks Robert and Marilyn Brown Sue Brown John and Cassandra Bruner Edna Bryant Jack Bryant Sherman and Colleen Bryant Matthew and Jennifer Buehler Ron and Gail Buhr Lang Bungitak Jane Burch Greg and Peg Burgher Anna Burke Duane and Angie Burkhart Brian and Rachael Burris Ed and Sharon Burris Karen Cain Dean and Sandy Calhoun John and Teresa Calhoun J. Allan & Dorothy Campbell Family Fund of The Greater Cincinnati Foundation Patrick and Amy Cannon Beverly Carey Neal and Joy Carlson Castaldi Family Fund (a Fidelity Charitable Gift Fund) as recommended by Loretta Castaldi, Rebecca Jones and Diana Scheeler Cynthia Cates Ron and Caroll Chambers Nick Chapman Sue Chartier Chore Time Assembly and Watching Jerry and Lanetia Christner Ed and Lu Christoffel Christon Clark Donna L. Clark Paul Clark Anthony and Amy Clay Claypool Lions Club John and Rita Cleary Adam and Megan Clemens Chelsea Clemens Jerry and Shirlee Clevenger Greg and Mackenzie Cloutier Coldwell Banker, Sally Bailey Debbi Collins David and Sheryl Colquitt Avanelle V. Cook Jon and Jen Cook Deborah M. Cooley Charitable Trust Richard and Pam Craig Eddie and Louise Creighton Scott Cripe Crop Fertility Specialists - Winamac Dennis and Kristina Cultice Tim Curtis and Loretta Castaldi Michael Cusick Brian and Melissa Davison Kevin and Amy Deardorff Deatsman Grain Farm Dale and Robin DeGroff Dekko Foundation, Inc. Delta Theta Tau Sorority Greg and Maria Demopoulos and Family Debbie DeMuth Allen and Nancy Denney Dental Health, P.C. DePuy Synthes Toni Derry Father Philip DeVolder Doug and Kelly Dickerhoff Kaden Dillon Al and Joanne Disbro Susan Disher Joel Dobbins Kelley Doering Donahoe Family Fund (a Fidelity Charitable Gift Fund) Barry and Amy Donley James Dove Terry and Rainelle Dowell Louis Dreyfus Claypool Holdings, LLC Don and Michele Durecki Leland and Mary Dush David Duttwyer Kent Easterday Larry and Anne Easterday Thomas Alan Edgar Edgewood Middle School Student Council John and Elaine Elliott Tammy Elliott Sydney Ellis Estep Burkey Simmons CPAs Layne and Kathy Evans Ron and Doris Everson Explorer Van Company Employees Toby and Lana Farling Gary and Phyllis Faudree Jo Faulkner Jerry and Norma Ferguson David and Susan Findlay First Federal Savings Bank Paula Fiscus Jeff Fitzgerald *Indicates donation came from component fund of the Community Foundation. 8 The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014 Hire Park BMX Samuel and Rebecca Hoffman Hohman Excavating, Inc. Kevin Hohman Dr. Charles and Jacqueline Hollar Dr. Steve and Jennifer Hollar a pie in the oven, a dog at my feet, Steven and Jennifer Hollar Charitable Foundation* and the people I love best in the Harvey Holmen world around me. V. June Hook Sonya Hoskins Kendra Housel Alexander Houze Brenda Rigdon Dr. Thom and Development Director Zoe Howard Terry and Lynn Howie Duane G. and Flexaust Company, Inc. Thomas Gronendyke Beth Rasor Edward and Janice Fox Grossnickle Eye Center Huffer Terry and Deborah Frank Monica Grubbs Tena Huffer Ken Franklin Avis B. Gunter Mr. and Mrs. Hunter Mildred Frantz Stanley and Cynthia Gymrek Dan and Angie Huston Ellen Fritz Dr. David Haines Hydro Tech Well Drilling John and Ronna Fruth Maureen Hall I.U. Alumni Club of Kosciusko County Denny and Kim Fuller Rick and Christine Hall Independent Colleges of Indiana Patrick Fuller Gary and Jody Hamman Indiana Farm Bureau Insurance Angela Fulton Daniel and Christanne Hampton Indiana Lakes Federal Furniture Factory Outlet, Inc. Douglas and Cindy Hampton Credit Union Roger and Sharon Gaff David Hamrick Indiana Philanthropy Alliance Art and Cookie Gakstatter Virginia Hanna Foundation, Inc. Scott and Lorry Garber Robert and Elizabeth Harkness Invest in Others Charitable Dakota Gardner Jon Harmon Foundation David and Shawn Gargis Michael and Sandra Harrell The Island Weaver Sharon Gargis Barbara Harris T.L. Jackson Construction, Inc. Charles and Priscilla Garner Sam and Nancy Hartle Chad and Amy Jagger Karen Garrard Hamilton and Heather Harwood Suzanne Jaggers Mary Garrett Bob and Cheryl Hastings David and Angela Jarrett Garza Law Office Heiman Construction, Inc. Jefferson Elementary PTO Bob Gast Judy Heiman JL Hurt Portable Restrooms Betty Gearhart Richard and Freida Helm Kevin and Dee Dee Jones Robert E. & Ann J. Gephart James Helton Stephen Jones Martha Girard Ron and Willa Henry Wes and Anita Jones James Glasson Cynthia Hepler Marty and Cindi Justice Glover Family Fund* Rose Herendeen K21 Health Foundation, Inc. Musaberk and Iklem Goksel Troy and Lisa Hershberger Rick Kalil Brian Goshert James and Lorene Hettler Eunice Kambs Sharon Graves Patricia Heyde Jeff and Karen Kaser Lisa Gray Tom and Susan Hight Charitable Dr. and Mrs. William Katip Fund (a Fidelity Charitable Gift Fund) Kelsi Griffith Jim and Amber Katris Rae Hilliard Kaila Grimm Laura Kaufman Gary Himes Anthony Grindle Craig and Susan Hintz Home is... Dr. Patrick and Barbara Kavanaugh KCH Regional Rehab Center Tim Keffaber Kehler Law Firm, PC Danita Keirn Kelainey’s Ice Cream Shops Rich and Kandi Kennedy Donna E. Keough Kerlin Motor Co., Inc. Lurena Kerlin Rick and Diane Kerlin Kessie Farms Terry and Briana Kessler Randy and Anisa Kilburn Steve and Peg Kimmerling Marilyn A. Kincaide Ellen Kindig Mike and Barb Kissane Robby and Melissa Kissling Brian Kistler Kiwanis Club of Warsaw, Inc. Stuart and Angela Kleopfer Jerome and Carol Kloser Roger and Cindy Klusman Chris Koch Pam and Jerry Koehlinger Kosciusko Community Hospital Kosciusko County Firemen’s Association Firefighter Ball Kosciusko County Historical Society Kosciusko County Jail Ministry Kosciusko County Sheriff’s Department Kosciusko REMC Employees Kosciusko REMC on behalf of its members Scott and Melanie Kosins and Family Greg Kralis Mark and Anna Kralis Savina Kralis Savina Kralis Charitable Fund* Dixie Kraus J. Fritz Kreutzinger Dana and Sherry Krull Lake City Animal Clinic Lake City Bank Lake City Roller Dolls Lakeside Chevrolet and Lakeside Employees Annette Lamb *Indicates donation came from component fund of the Community Foundation. The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014 9 Lambda Chi Omega Sorority Vern and Sara Landis Bill Landrigan Bruce and Mindy Lankenau Martin and Kimberley Lantz Lash Farm Aaron Lasota Gail and Cindy Law Leesburg Lions Club Leesburg Volunteer Fire Dept. Helen Leinbach Dan and Cindy Leininger Nick and Anne Leininger Cathy and Rick Lemberg Pete and Peggy Lenfestey Mark Lesniewski Lewis Salvage Corporation Kim Lezark Carole L. Lichtenauer Suzie and Steve Light Ruth Lilly Philanthropic Foundation Walter and Donna Maley Dr. Ronald E. & Barbara Manahan Jake Mangas Maple Leaf Farms, Inc. Maria’s Family Restaurant Dan and Angie Markwalder Brent Marshall Briana Marshall Martin’s Super Markets Brenda and Amy Martinez Margaret A. Mason Rod and Sonia Mast Dennis and Lori Masur David Matz Cassandra May Rod and Shana Mayer Andy and Angie McCleary David and Mary McCleary Scott and Deb McClintock Aaron and Erin McCray Sam McCray Bill Melville and Tracy Berger Mentone Elementary School Student Council Angie Merley Shay Merley Karilyn and Phil Metcalf Daniel Meyer Mile High United Way o.b.o. Rob Parker Milford Public Library Dr. Dane & Mary Louise Miller Foundation James Miller Sherri and Terry Milton Cindy D. Minnix Miss Kosciusko County Shake It for Women’s Health Zumbathon Mike and Randy Mitchell Monteith’s Employees John and Paula Moore Julia Moore Volunteers celebrate raising over $61,000 as part of the 2014 Riley Radio Days hosted on WRSW 107.3 FM. The dollars raised went to KC Riley Kids Fund and benefit both Riley Children’s Hospital and local children and their families who receive medical services from Riley. Dave and Karen Long Richard and Carol Long Mary L. Lowe Thomas and Amy Lowe Loyal Order of the Moose Lodge 1423 Alan and Jennifer Lucht Lisa Lyon Madison School PTO Kip Madsen Sally M. Mahnken Male Family Charitable Trust Male Fashions Barbara and Andrew McCreery Nancylynn McDevitt Peter and Virginia McDevitt Sue Ann McDevitt Terence and Meagan McDevitt Angus C. McDonald Trust James and Debra McFadden Orville and Judy McFadden Mary Lou McFarren Shawn and Samantha McGinnis Jason and Allison McSherry Medtronic, Inc. Medtronic Employees Grace Morehead Randall and Sariah Morgan Alli Morse Betsy Morse Bill, Vicki and Andrew Morton Judith A. Mugg Marlene Mulero-Betances Marc and Lori Murrell Ralph and Becky Naragon Craig ad Deb Nayrocker David Neeley Brian Neff Nelson Beverage Jack Nelson Mike and Karen Nelson & Family Nancy Nelson Scott and Jenny Nelson Rachel Nesbitt Nest Furniture & Design John and Rhonda Nichols NoBi Security and Fire Jim and Jean Northenor Nuell David and Diane O’Brien Stephanie O’Brien Dan O’Hara Family Ashley Ormsby OrthoPediatrics Corp. John and Melanie (Klotz) Osborn Stan and Linda Osborn Elmer E. Ostrom Trust Margaret and Gerald Oswalt Jamie and Stephanie Overbey Vada Overmeyer The Papers, Inc. Paragon Medical, Inc. Jennell Paris Frank and Barb Parker Jon and Lou Ann Parker Paton Showley Group Tim and Julie Patten Brian and Susan Payne Joel and Luan Peckham Steve and Marla Pelszynski Penguin Point Employees on North Lake Street Royd Pergrem Brian Peterson Group LLC Mark and Leslie Piazza Sherrie Plummer Jason Pogue Merl Poling Larry and Shirley Polk Josh and Erin Porter Deb Powell Fred and Nancy Powell Jeff and Michelle Puckett Purdue Club of Kosciusko County Purdue Extension Annual Meeting William and Marilyn Purtlebaugh Quaker Haven Foundation Janet Marie Rager Estate Belinda Rainwater Evelyn Rake Ramsey & Wiggins, Inc. *Indicates donation came from component fund of the Community Foundation. 10 The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014 Shelly Randall Ross Rapsavage Marc and Allyson Redding Patricia Redman Reed Electric Mike and Peggy Rees Lindsey and Ryan Reese Reinholts Town Square Furniture The Rental Shop Eleanor Resler Fund of the Greater Miami Jewish Federation Curtis and Zulima Rhoades Rice Ford Lincoln, Inc. Jerry and Sarah Richardson Patty Richardson Chris Richey Rodolfo Rico Ruth L. Ridgway Rachel Ridley Brenda and Jay Rigdon Rincon Research Corporation Robert and Anita Rink Denise and Russell Ritter Sharon Roberts Grace Robison RockBottom of Warsaw Terry and Lori Roe Steve and Jeannie Ross Al Rovenstine Sacred Heart Catholic Church Seniors of 2014 Safe-Way Door, LLC Tony Sainer Chris Salla Sands Accounting, Inc. Christine and David Sands A. Frank and Deb Sapper Scott Sarbaugh Greg W. Sasso Dr. Doug and Peggy Sawyer Martha Scearce Donald and Lana Schlipp Athena Schlitt Terry Schrock Ot and Deb Schroeder Jerry and Diane Schuh Gregg and Ann Sciarra Becky Sciba James and Cathy Scott Jon and Jill Serbousek Seymour Midwest LLC Kirti P. Shah Jordan, Mindy and Riley Shamp Beth Shepherd Karla and Joel Shepherd Aerin Shewman Shelley Shilling Jay and Pam Shively Larry and Sue Shively Kasey Shock Silveus Insurance Group Jack and Rita Simpson Gary Slone Rich Slone Gerald and Sherry Smalley Howard Smith Kathy Smith Michael and Monica Smith Mike and Nicole Smith Ranai Smith Sara Jane Smith Terry and JoEllen Smith Cory Snep Stan Snoke Snowplowing Hauling & Excavating LLC Carl Snyder & Rita Schobert Snyder Emily Sommers Sharon Sommers Carl and Laura Sowers Jon and Win Sroufe Mrs. Marion Stackhouse Stafford Solid Waste Service, Inc. Ot Schroeder, State Farm Connie Stavropulos Irene Stavropulos Shawn and Karlise Stephens Elizabeth Stone Kevin and Megan Stone Nate Stone Simon Stone Tammy Stoneburner Dennis and Connie Strain Norm and Carol Strayer Tara Strickler John and Nancy Sullivan Susan Swank Dorothy Sweeney Ann Sweet SYM Financial Advisors Symmetry Medical, Inc. Talking Stick Communications, L.L.C. Michael and Myra Taylor Mark and Bobbi Tevis Amber Thomas Danielle Thomas Craig and Sue Tidball Craig and Sue Tidball Charitable Foundation* James and Linda Tinkey Tippecanoe Valley School Corporation Mary Louise Tobin Kip Tom Bradley and Pamela Trapp Michael and Gloria Triplett Tripp and Associates Joni Truex Travis Trump Daniel, Caren, Konner & Caytlin Tucker Scott and Wende Tucker Troy and Elle Turley Brian and Deana Tusing Joseph B. Tynan and Nancy Tynan Alixandra Underwood United Steel Workers Local 809 Members Group Van Contracting, Inc. Terry and Brenda Vanlaningham Ed and Allison VanOsdol Lou and Becky Vogt Louie and Melissa Vogt Paul and Karalyn Voorhorst Vorderman Motor Werks, Inc. Wes and Jess Vutech Wabash Electric Supply, Inc. Carl and Judy Wagoner Kevin Walker Becky Walls The Walsh Family Thomas and Jennifer Walters Geraldine Warner John Warren Layne and Janet Warren Pat and Paul Warren Warsaw Breakfast Optimist Club Warsaw Coil Company Employees Warsaw Education Foundation Warsaw Elks Lodge No. 802 Warsaw Evening Lions Club Warsaw Rotary Club Warsaw Wholesale Suppliers Inc. Heidi and Turner Watson Wawasee Area Conservancy Foundation, Inc. Wawasee Boat Works Wawasee Community School Corporation Jane Wear Bryon Lee Wells Wetzel Insurance Agency, Inc. Mike and Amber Wheeler George and Sally White Hope White Rex and Jane White Tim and Tammy White William White Carol Whitesell Whitko High School Volleyball Team Wildman Business Group, Inc. Rex and Lorabel Wildman Randall Wilkerson Chandler and Erin Williams Jeremy and Alisha Williams Kristopher Williams Noah Williams Kevin and Amy Williamson Virgil Wise Estate James and Joyce Wolf Yard Barbers Jerry and Michelle Yeager Jerald and Michelle Yeager Charitable Gift Account (a Schwab Charitable Fund) Yeager Family Charitable Fund (a Fidelity Charitable Gift Fund) Jerry and Diane Yeiter Debbie and John Yingling Kevin and Charlotte Zachary Gene and Cheryl Zale Brady Zamarripa Cliff and Cindy Zehr Henry and Sherry Zehr Zehring Farms Zimmer 1st Shift PMMA Zimmer Bldg #19, Dept. 237 Zimmer Department 275 Zimmer Plant #10 Zimmer Plant #19 Zimmer Post Market Surveillance Department Zolman Farms, Inc. Aaron Zolman Mary E. Zolman *Indicates donation came from component fund of the Community Foundation. The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014 11 Gifts in Honor & Memory of The following list includes donors who chose to honor or memorialize someone special in their lives by making a gift in their loved one’s name, through the Community Foundation. Gifts can mark special occasions or milestones like birthdays, anniversaries, weddings, births or retirements. IN HONOR OF: Katherine Alderfer Ted and Kelly Burnworth End of Summer Party Donation Bob and Tafra Krevinghaus Orville H. Lauver Fred and Cathy Miller Judith A. Troll Katherine Alderfer and Ben Bergen Villas At Tigers Retreat, Inc. Doris M. Woodward Richard C. BoleskyOutstanding Purdue Alumnus Purdue Club of Kosciusko County Darius Bovain Sue Quirk Neal Carlson’s Birthday Max and Sue Mock Neal M CarlsonOutstanding Purdue Alumnus Purdue Club of Kosciusko County The Kralis’ Siblings: Mr. and Mrs. Steven W. Light & Family Mrs. Cynthia Kralis Georgas and Mr. Nick Georgas & Family Mr. Gregory J. Kralis Mr. W. Allen Koch and Mrs. Therese I. KralisKoch & Family Mr. and Mrs. Stephen R. Bradford & Family Mr. and Mrs. Christopher J. Kralis & Family Mr. and Mrs. Julius Perr & Family Mr. and Mrs. Ted Hoppe & Family Mr. Joseph Kralis and Mrs. Kelly Evans Kralis & Family Dr. and Mrs. Stephen LaBarge & Family Mr. and Mrs. Fabrice G. Toscano & Family Mark and Anna Kralis Mackenzie Cloutier’s Birthday Randall and Sariah Morgan Al Disbro Jamie and Stephanie Overbey Bob and Julia Ferguson Mark and Anna Kralis Maureen Hall’s Birthday John R. Hall Dee Hyde Warsaw Education Foundation Camille Kerlin Dr. Robert L. and Barbara Mattern Home is... Mr. and Mrs. Michael Lipper Dorothy Sweeney Roma Maish’s Birthday Denny and Kim Fuller Marlene Mulero-Betances Sue Quirk Jean Northenor Dr. Dane & Mary Louise Miller Foundation Stephanie Overbey John and Elaine Elliott Al Robinson Anonymous Kevin Stone Biomet, Inc. Judy Troll Alan and Emma Brown Riley VanCleave Anonymous Thomas Kubacki Mary Ann McCay Tracey Yeager Chris and Mike Carolyn Leontos Dorothy Sweeney Cindy and Cliff Zehr Stephanie and Jamie Overbey where our children were raised, where we celebrate birthdays, anniversaries and holidays, and where we relax and enjoy our meals. Neal & Joy Carlson Donors Neal was the Foundation’s first Executive Director. 12 The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014 IN MEMORY OF: Doris Anderson John and Elaine Elliott Jeremiah Anglin Jodi and Steve Oldfather John Anglin Jodi and Steve Oldfather William Bartol Warsaw Breakfast Optimist Club Thelma Irene Beamer Joel and Teresa Brito Robert “Mike” Bott Tim and Debbie Carey Tammy (Bott) Cole Steve Bradford Anonymous Keith Beer Alana Bradford Owen Daryl and Nancy Bradford Mimi Bradford and Tommy Poulos Rich Bradford Richmond and Eileen Bradford Roger and Molly Bradford Sherry Bradford Travis and Angela Bradford Mike and Leslie Brown Doris and Bill Cook Wanda Cooper Delphi-U-Store Tom and Dianne Dugan Don Dustin Kelci Freds and Jon Smith Sheila and Scott Freds Cindy and Nick Georgas & Family The Hollowells Kris Jensen Chris Kralis Gregory Kralis Steve and Suzie Light Andrea Miller-Ryan Reed Nelson Zach and Amie Nelson Barry and Stacey Ousley Rick, Heather, Anna & Dalton Ousley Larry and Debbie Phillips Amanda Poling LuAnn Poling Mark Poling Paul and Susan Scheuer Doug and Dee Snep Phil Snep Steve and Julie Urbanski Amanda and Jason Waddle Kanton Waddle Andy Warnock Sterling and Sarah Watkins Quentin Wright Susan R. Brennan Mrs. Rhoma Berlin Payton Brettell Troy Bornman David and Nova Brettell Mark and Anita Carter Wendy and Joseph Fox Michael and Carrie Golden Hagen Health Education Kevin and Abby Hagen Matthew and Telishia Harman Clark and Judy Jones Becky Lee McDonald Carter Corporation Joseph and Angela Rice Mary Seitner Larry Brubaker Mark and Bev Brubaker and Brad Rev. William F. Burd John and Elaine Elliott Dorothy Sweeney Jennifer Carty Mark and Angie (Gorman) Crabill Roger and Loudell Clauss Randy and Ruth Jones William H. Cortwright Mr. and Mrs. Michael L. Cortwright Susan Craig The Zale Girls Janet P. Deafenbaugh John and Elaine Elliott Phil Dick Rebecca Dick Megan Easterday Roberta Gipe Paul E. Easterday John and Elaine Elliott Arselia Ensign Carole L. Lichtenauer William E. Farrar Donna Keough Cregg Freeman Ruth and Randy Jones Lance Cpl. David Fribley DePuy Synthes Veterans Day Tribute Robert “Bob” Gephart Kent and Nancy Adams E. Mazie Alexander Willis and Peggy Alt Jack Anglin Mike and Casey Bergen Shirley Burish Cynthia L. Cates Rex and Anne Chaney Mary Eherenman John and Elaine Elliott Mildred Frantz John and Maureen Hall Thomas and Zoe Howard Monday Evening Golf Team Jerry and Patty Poulson Robert W. Renner Brenda and Jay Rigdon Carl and Rita Schobert Snyder Dorothy Sweeney Kevin and Charlotte Zachary William E. Goshert John and Elaine Elliott Mary Ann Gradeless Warsaw Breakfast Optimist Club Mary Jane Grossnickle Richard and Sandra Allen Jill and Steve Beehler John and Cassandra Bruner Karen Cain Neal and Joy Carlson Jerry and Shirlee Clevenger Dave and Mary Ann Creighton Don and Sondra Dicken Jim and Katherine Doyle John and Elaine Elliott James and Patricia Fulwider Sally Grossnickle Dr. David and Babs Haines Dr. and Mrs. Lee Harman Philip and Maxine Harris Jeanette Harvuot Leon and Belva Horn Dr. Thom and Zoe Howard Duane G. and Beth Rasor Huffer Jansen Orthopaedic Clinic, LLC Thomas and Deborah Johnson M. Johnston Thomas and Diane Kail Dana and Sherry Krull Katie and Max Maile B. McDaniel Tom and Jan McGurk, Jr. and Family Helen M. Miller Mr. and Mrs. Jerry Nelson and Family The Neville Family - Doug, Rick & Lori NGC Corp Paragon Medical, Inc. T. Parker Debra Sue Peplinski R. Reece T. Sanders J. Schutz Sue and Joe Simmons Kathleen M. Snyder Mary A. Steele R. Swanson Mr. and Mrs. Kenneth Truman Peg and Dave Zimmerman Ginny and Carl Haas Carole L. Lichtenauer James D. Hall Keith & Penny Cook John and Elaine Elliott George & Sonjia Gilbert Jim and Judy Miller Dick & Diana Wright Ernestine Louise Sagarsee Harvey Brian and Melissa Davison & Mary Wyatt Mary Hashemi Dorothy Sweeney Josephine L. Hicks Michael W. and Kathee J. Reed Darrell E. Hively John and Elaine Elliott The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014 13 Keith Hoffer “Doozy” Carol Hoffer Kip Hoffer Pelican Yacht Club Women’s Auxiliary Sally Pelillo John and Kelly Schultz Charitable Fund Deborah Hohman Anonymous M & M Dog People (a Fidelity Charitable Gift Fund) Sorensen Family Fund (a Fidelity Charitable Gift Fund) Brady Houck Thomas and Diana Stull Lyle and Marie White Charitable Gift Fund (a Fidelity Charitable Gift Fund) William Max Hurd Randy and Ruth Jones Sarah Krizmanich Jeff and Amy Gulvas Chuck and Lois Niemier James L. Mayer John and Elaine Elliott Randy and Ruth Jones Old National Bank Austin McCleary David and Mary McCleary Rena McConnell Carole L. Lichtenauer Gene Messmore Randy and Ruth Jones Michael Moore Randy and Ruth Jones Edwin K. Langstaff Randy and Ruth Jones Carolyn Morrison Chad and Meighan Laird & Jane McGuire Hilda E Mann Rockhill Pinnick, LLP David F. Lichtenauer WPOA - Wawasee Property Owners Association Kendra Locke Ken and Sina Locke Martee Mitchell Lollar Annigeri Family Fund (a Fidelity Charitable Gift Fund) Blume-Wells Wedding in memory of the bride’s aunt Brouhard Charitable Gift Account (a Fidelity Charitable Gift Fund) Max and Janis Clingaman Coogan Family Fund (a Fidelty Charitable Gift Fund) Cummings Condon Fund (a Fidelity Charitable Gift Fund) Darcy Family Fund (a Fidelity Charitable Gift Fund) Gillette Family Charitable Fund (a Fidelity Charitable Gift Fund) Green Family Giving Account (a Fidelity Charitable Gift Fund) Herrick Family Giving Fund (a Fidelity Charitable Gift Fund) J. Russell and Rosemary O. Hunsaker Family Trust (a Fidelity Charitable Gift Fund) Darcey and Robert Kamanitz Regina Mayfield Mitchell Family Fund (a Fidelity Charitable Gift Fund) Richard and Donna Mitchell Michelle Murphy Michael and Julie Oyler Parker Family Charitable Fund (a Fidelity Charitable Gift Fund) 14 Grace Mayer Mary Eherenman Roma Maish William and Susan Allen Lynn and Jim Babcock John and Elaine Elliott Connie Johnson Kosciusko County Community Foundation, Inc. On behalf of Dana Pritchett’s work friends at MAPFRE/CGI: Dave Alexander Ken Beckholt Penny Byrum Vickie Cordle Lynda Corrova Chris Grigsby Vijay Kannan Teresa Kidd Karen Lender Bill Longenbaker Patty McClelland Ed McCutcheon Mary Niehaus Jane Peterson Richard Peterson Jeff Steen Stephen Winston Ken and Chris Pritchett Marilyn and William Purtlebaugh Rockhill Pinnick, LLP Tippecanoe Ladies 18 Hole Association Deborah J. Nelson Jack Nelson Karen Stiles User Friendly Media Wawasee Community School Corporation Max Nifong Doris Nifong Ivan Oberlin Janet Oberlin Kenneth and Cecile Parks Gerald and Sherry Smalley Nathanael Petty Kosciusko County Community Foundation, Inc. Ray “Dick” Pletcher Randy and Ruth Jones Clint Pletcher’s Indianapolis Lake City Bank Colleagues Well Wishers Club at Lake City Bank Terry Polston Scott and Chris Turskey Ed Rice Carole L. Lichtenauer Mary Ellen Rudisel-Jordan Anonymous 50s Something Class at Warsaw Community Church AIA Indiana, Inc. Doug and Anne Baker Robert and Pam Beam Robert and Jacquelin Berger Robert Boeglin Brenda Boyd Gennie Brissette-Tipton Bill and Judy Burd Thomas and Camerin Burnworth Alan Chambers & Scott Avery Ann Chubb L. Diane Clady Sheryl Conley William and Judy Cowling CTB, Inc. D&C Construction Tamara J. Dalton Siobhan Davenport Friends at Easterday Construction John and Elaine Elliott Norma J. Engelberth Excellence in Networking Faith Lutheran Church Jonnie and Wei Feng Richard E. Ford Paul Fujawa Eugenia Fulkerson Reinhold and Claudia Fussle Lisa Gilman Lee and Judy Grigsby Peggy and Al Grossnickle Janet Hamman Dick and Diane Harbaugh Betty and Jerry Henline Stan and Jeri Hepler Chuck and Connie Hileman Jay and Sabrina Johnson Drs. Anita and KT Kishan Gunter and Erika Kison The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014 Mr. and Mrs. Michael Kochanowski Kosciusko County Community Foundation Boyd and Bonnie Kuester Jeffrey and Tamberle Kumfer Richard and Donna Long Alan and Jennifer Lucht Victor A. Mancinelli Dave and Debra Mann Marshall County Choral Club Dave and Carol Masterson New Beginnings Ministries of Wabash Co, Inc. Bill and Theda Nixon North Manchester Historical Society Barbara M. Perry Stan and Susan (Scearce) Rice Marty Scearce Val June Schafer Schmidt Associates, Inc. Schrader Real Estate Rex Schrader Fred Scroggs Carolyn (Caskey) Sheley, Norma (Caskey) Riley and Richard Caskey Randall and Linda Sipe Crawford and Martha Smith Jeff and Deborah Stafford Ot Schroeder, State Farm Constance Stavropulos Irene Stavropulos Mark, Calleen & Joann Summey Linda S. Teter Doris I. Thomas Dale and Joni Truex Warsaw Breakfast Optimist Club David Worthman, MechTec Consulting Services James and Patricia Fulwider Good Excavating and Hauling LLC John and Maureen Hall Roy and Barbara Hamer Philip and Maxine Harris Frank and Pamela Hunssinger Mr. and Mrs. Thomas Joyner Jim and Dixie Kraus Larry E. Ladd Daniel and Cynthia Leininger Dave and Debra Mann James and Bambi Maze The Merley’s @ Batesville Gene Messmore Helen M. Miller Janet A. Miller Tom and Sue Nowak Tim and Julie Patten Joan and Murray Rhodes Mary and Ray Steenhausen John and Kathie Stretch Patricia D. Trimble Mr. and Mrs. Kenneth Truman George and Sally White Joan Wiegand Don and Judy Wray Eugene and Cheryl Zale Robert Sandy Glenn & Velma Pfleiderer Jean Sandy Warsaw Breakfast Optimist Club Hal Schweiger Phillip and Janet Hartley Merle Sheffer Kent and Nancy Adams Lyle W. Shenefield John and Elaine Elliott Ginger Smith American Association of University Women - Warsaw Branch Mary Eherenman Devon Sponseller Thomas and Susan Hight Charitable Fund (a Fidelity Charitable Gift Fund) Virginia Hight Charitable Fund (a Fidelity Charitable Gift Fund) Wendell G. Sadler Sheila Burner Ruth I. Casner Carolyn and Ken Davidson John and Elaine Elliott Jaden Stout Anonymous Bryce Bryant Jackie Davis Joedy and Stephanie Davis Stephanie Doane Downtown Eatery and Spirits Paul and Bekah Dreisbach Edgewood Middle School Edgewood Middle School Student Council Lori Fribley Scott and Wendy Fribley Patrick and Teresa Fuller Janice Fusco Hacienda Mexican Restaurants Brian and Kyle Hayward Heather Horne John Janachowski Julie King Kenneth and Louise Leach Rosalind Marshall Mo and Alia Matariyeh Vivian G. Melidosian Janes Alli Morse Brian and Marcia Motter Cecelia G. Olivieri Kyle Phelps Derek and Kristi Poulson Macy Pyle Noel Rivera Amy and Steve Rogers Ryan and Heidi Schlotterback Clifford E. Scholl and Thelma J. Scholl Advised Fund* JoAnna Selig Steve Silveus Janee Slone Smith Elves Eric Sorensen Eric and Sandy Stout and Family Robert and Kelli Street Noreen Suggs Kent and Arvada Trickle Gavin Tripp Jo Wall Marian Webb Dave Wichmann Audra Jo Wienhorst Woman’s Life Insurance Society Richard Tuttle John and Elaine Elliott Warsaw Breakfast Optimist Club Bob Vandermark Integrated Community Development International Ezra Verhage Integrated Community Development International Duane Wagner Randy and Ruth Jones Warren David Walmer John and Elaine Elliott Barbara J. Weirick John and Elaine Elliott George L. White Don and Jackie Bergen Mike and Casey Bergen Neal and Joy Carlson Tony Wolf Randy and Ruth Jones Sue Wolferman Kosciusko County Community Foundation, Inc. Tracey A. Yeager Frederick and Patricia Fuchs Bruce and Connie Hayden George and Colette Wolfson Richard Young Randy and Ruth Jones Kailey Zehr Edgewood Middle School Student Council Scott and Chris Turskey Paula Zercher Randy and Ruth Jones Sy Sypolt Carole L. Lichtenauer Maryon L. Titus Delta Theta Tau Sorority Alumnae John and Elaine Elliott Phyllis Kirkendall *Indicates donation came from component fund of the Community Foundation. The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014 15 Home – A Safe Haven Jenny Bynum had a difficult childhood, especially in Jenny has not seen or spoken to her father since that her teen years, during which time she suffered mental night. That was nearly 20 years ago. and physical abuse at the hands of her step-mother. After high school, Jenny got married. Her husband Finally, two weeks before high school graduation, was an alcoholic and also physically and mentally Jenny’s father came to the nursing home where Jenny abusive. She stayed for six years. “I’ve heard that you was working. He accused her of stealing from her marry what you know, and I guess that’s what I did,” step-mother. Jenny insisted that she hadn’t, but her Jenny said of her first marriage. father didn’t believe Jenny. The staff at the nursing home was afraid to send Jenny home that A second marriage also failed leaving night. So, they encouraged Jenny to call Jenny all the more determined to get her grandparents and ask if they her life on track. She worked and would let her stay with them that managed to get ahead and night. Jenny’s grandparents live independently. Over a place where I feel safe. did let her stay. In fact, Home is... Jenny Bynum resident of Fellowship Missions 16 Jenny Bynum is a resident of Fellowship Missions, which received a grant from the Kosciusko REMC Operation Round Up Fund for furniture for their new homeless shelter located on Winona Avenue. time, however, a degenerative condition made it difficult for her to be physically active. Then, she lost her job. The combined job loss and daily pain marked a chapter of “life going downhill.” Jenny was no longer able to afford her own place. She moved from house to house, depending on the kindness of family and friends who would let her stay. Then, she learned about Fellowship Missions and decided that was her last option. Checking herself in was a turning point. “Since coming here, they have helped me connect with a doctor. For the first time, I have a regular physician to help me with the medications I need. I’m getting counseling that I’ve needed for a long time, and the staff was able to get me braces for my knees and a walker. I may even be able to get the double knee replacement surgery I need,” Jenny said. Jenny has also made friends at the shelter. They call her “Giggle Box” because Jenny is, well….giggly. Jenny’s dream for the future is to have her knee replacement surgery and be able to live independently again. In the meantime, Fellowship Missions is home, “…a place where I feel safe.” For a full listing of grants made from the Kosciusko REMC Operation Round Up Fund, see pages 28 & 29. 17 New Funds Ag Cares Fund – Created to support local charitable activities important to the agricultural community including food programs, youth programs and agricultural education programs. AgrIInstitute Fund of Kosciusko County - Created by local farmers, Bob and Waneta Bishop, to support AgrIInstitute, an Indiana organization providing leadership training in agriculture. Bob is a Community Foundation board member. *Be Beautiful Feet – Romans 10:15 Fund – Created by anonymous donors to support activities that promote the Gospel of Jesus Christ. Bishop Family Agriculture Endowment Fund – Created by area farmers, Bob and Waneta Bishop, to support charitable projects and organizations that align with their values. Bob is a Community Foundation board member. Levinson-LaBrosse Lakes & Wetlands Education Center of Wawasee Area Conservancy Foundation Endowment Fund – Established by Wawasee Area Conservancy Foundation to support educational programming. Deborah J. Nelson Memorial Scholarship Fund - Created in memory of Deborah Nelson by her husband, Jack Nelson. Deborah was a Kindergarten teacher at Syracuse Elementary School. This scholarship benefits Wawasee High School seniors who will major in Education in college with preference given to students who have shown perseverance in the face of adversity. *The Castaldi Family Memorial Fund – Established by Diana Scheeler, Rebecca Jones and Loretta Castaldi to provide support to charitable projects that align with Castaldi Family values. Kosciusko County Jail Ministry Endowment Fund - Created by the Board of the Kosciusko County Jail Ministry to provide support to their work with inmates in the Kosciusko County Jail. North Winona Church of the Brethren Fund – Established by Dana and Sherry Krull to provide support to the North Winona Church of the Brethren. Dana is a Community Foundation board member. 18 *Indicates a non-permanent fund. Quaker Haven Foundation Endowment Fund Established by Quaker Haven Foundation to provide an income stream to support Quaker Haven Camp in its mission to help people develop a closer relationship with God through the framework of Quaker ideals and the Friends way. *Skimming Stones Foundation Fund – Created by anonymous donors so they can recommend grants to charitable organizations and projects that are important to them. Jaden Stout Memorial Scholarship Fund - Jaden Stout was a student at Edgewood Middle School where he played baritone in the school band and enjoyed cheering on the Warsaw Tigers basketball team. After Jaden died unexpectedly of natural causes on July 9, 2013, his family created a scholarship in his memory. It is awarded to male students who attended Edgewood Middle School with preference given to those interested in Information Technology, Veterinary Science, or Automotive Studies. *Vast Difference Fund - Established through a gift from the Bertsch Family Charitable Trust to provide health related services to low-income men from Kosciusko County seeking information, education, counseling, and other medical services relating to contraception that they otherwise could not afford. Wawasee High School Class of 1989 Memorial Scholarship Fund - Established by members of the Wawasee High School graduating class of 1989 to provide scholarships to graduating seniors of Wawasee High School who have demonstrated outstanding commitment to community service. *WISE, Inc. Fund – Established by supporters of We Inspire Support Empower (WISE), Inc. to provide educational programs, mentors and collaborative programs to empower women to optimize their career advancement and personal growth opportunities. We do this by: • Serving as the vehicle for donors’ charitable dreams By bringing caring people • Awarding grants to charitable projects and organizations • Addressing community needs as a catalyst and convener and charitable endeavors together, we make donor dreams shine for the good of our community. *Indicates a non-permanent fund. 19 Funds New Funds Community Funds Field of Interest Funds Donors who establish Community Funds enable us to meet the community’s emerging needs, usually in response to grant applications from local nonprofits. For a listing of grants made from Community Funds, see pages 4 & 5. Field of Interest Funds specify that income from the fund supports a donor’s particular area of interest, such as the arts, education, care of the elderly, etc. without naming a specific organization to which grants will be made. *The Castaldi Family Memorial Fund Board of Directors Community Endowment Fund Jimmy Baker Memorial Diabetes Fund Kosciusko County Jail Ministry Endowment Fund Celebration Gift Fund Steve Bradford Memorial Fund to Assist Kosciusko County Children These funds are highlighted on pages 18 & 19. Ag Cares Fund AgrIInstitute Fund of Kosciusko County *Be Beautiful Feet – Romans 10:15 Fund Bishop Family Agriculture Endowment Fund Levinson-LaBrosse Lakes & Wetlands Education Center of Wawasee Area Conservancy Foundation Endowment Fund Deborah J. Nelson Memorial Scholarship Fund North Winona Church of the Brethren Fund Quaker Haven Foundation Endowment Fund *Skimming Stones Foundation Fund Jaden Stout Memorial Scholarship Fund *Vast Difference Fund Wawasee High School Class of 1989 Memorial Scholarship Fund *WISE, Inc. Fund A more detailed list of funds, including fund descriptions and the names of donors who established the funds are available at KCFoundation.org/ list-of-funds. Community Funds Advised Funds Advised Funds allow a donor or committee to recommend grant recipients to the Community Foundation’s Board of Directors, which makes final grantmaking decisions in accordance with Treasury regulations. With the exception of the Kosciusko REMC Operation Round Up Fund, grant applications to these funds are not accepted. The John Anglin Jr. & Jeremiah J. Anglin Memorial Fund The Dr. John E. Arford & Harriet E. Arford Family Charitable Endowment Dekko Enhancement Fund Child Care Compensation Fund Byron C. Doran & Jo Ann Doran Charitable Endowment Fostering Hope Endowment Fund *The Gift that Gives Fund Donald & Mildred Frantz Discretionary Endowment Fund Good Samaritan Fund Ghean M. Arnolt Education/ Philanthropic/Opportunities Endowment #1 John S. Frederich Endowment Fund Heart of Gold Endowment Fund *Be a Light Upon My Path Fund *Help Your Community Fund *Wil & Kristi Boren Charitable Fund The Helen & Dave Gast Endowment The Claude C. Hartman & Sarah R. Hartman Endowment Fund Kosciusko County Community Foundation Memorial Endowment Fund The Thomas J. LeHew Endowment Fund *The JEM Fund Kosciusko County Patriotism Endowment John R. & Joan Bradway Fund Kosciusko County Riley Kids Fund Daniel & Jane Coplen Charitable Endowment Fund Sarah Krizmanich Memorial Fund Lake Wawasee Community Fund Vivian B. Light Bicycle Safety Education Fund Lilly Unrestricted Endowment Fund The Syracuse/Wawasee Community Fund Seth & Kathleen Mason Charitable Fund *Tracey’s Trails Fund The J. Alan Morgan & Lucy Morgan Community Endowment in Kosciusko County The Way Maker Endowment The Rudolph C. Schobert & Rita J. Schobert Charitable Endowment Carl N. Wendel Fund *Turtle Toes Fund The Virgil E. Wise & Jewel A. Wise Fund for Children Women’s Fund Women’s Health Fund Youth Recruitment & Retention Hunting, Fishing, Trapping, & Shooting Sports Education Fund Howard & Myra Brembeck Fund *Creighton Brothers Charitable Fund Eddie & Louise Creighton Family Fund The William & Helen Dye Endowment Fund *Etna Green Community Fund The Evergreen Fund *The Dennis & Kimberly Fuller Charitable Fund *The Fuller Family Charitable Fund Glover Family Fund *H & P Investments Charitable Fund Myra Igo Haley Advised Fund The Terry & Terese Hand Family Endowment Fund The William F. Hand Family Endowment Russell L. & Patricia L. Heyde Endowment Fund *Steven & Jennifer Hollar Charitable Foundation 20 The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014. *Denotes a non-permanent fund, in which both the principal of a gift and the income earned are available for grantmaking. The Deborah Hohman Animal Care Scholarship Fund Larry & Shirley Polk Endowment Fund for Agriculture Brady Houck Scholarship Fund Sergeant Terry Polston Memorial Fund *Kosciusko County Community Foundation Charitable Endeavors Fund Bott Science Scholarship Fund The Kosciusko County Soil & Water Conservation District Fund Breakfast Optimist Club of Warsaw, IN Scholarship Fund *Indiana University Alumni Chapter of Kosciusko County Fund Robert E. & Susan R. Brennan Scholarship Fund Indiana Vac-Form Inc., Scholarship Payton David Brettell Memorial Scholarship Fund Jackson Scholarship Fund *The Kosciusko REMC Operation Round Up Program Fund *Savina Kralis Charitable Fund Leon & Doris Kubacki Charitable Endowment Fund *The Frank Levinson Family Foundation Fund Mary Louise Lowe Charitable Fund *The Bill & Ella Male Charitable Fund *Frank N. Manwaring & Mary H. Manwaring Fund *James & Jo Manwaring Fund *Matthew 28:19 Charitable Fund Austin McCleary Missionary Fund Mentone Community Fund *Our Father’s Guiding Hands Fund *Professional Advisors Fund *Marilyn L. Purtlebaugh & William J. Purtlebaugh Charitable Fund Clifford E. Scholl & Thelma J. Scholl Advised Fund L. Howard Smith Endowment for Compassion International Craig & Sue Tidball Charitable Foundation *WBG Fund *Jerry & Michelle Yeager Charitable Fund Scholarship Funds The Priscilla & George Bowser Educational Endowment Camelot Scholarship Fund Teresa K. Jones Memorial Scholarship David L. Carey Memorial Scholarship Fund K21 Health Scholarship Endowment Fund Carlson Family Educational Fund The Kay A. Kindig Memorial Scholarship The William J. & Louese B. Chinworth Scholarship Fund Claypool Knights Legacy Scholarship *Kosciusko County Community Foundation Scholarship Fund *Deborah M. Cooley Memorial Scholarship *Kosciusko Questa Scholarship Fund Donny R. Craw Memorial Scholarship Fund Ruth Ladd Medical Scholarship Fund *Delta Theta Tau Scholarship Fund Seth V. Lewis Advised Scholarship Loan Fund DePuy Memorial Scholarship Fund Berniece Hollar Dwyer Charitable Endowment The Megan Easterday - Harrison Elementary Scholarship Mary O. Elsbury Memorial Scholarship Endowment William E. Farrar Memorial Scholarship Fund Robert & Julia Ferguson Memorial Scholarship Fund Ralph & Lucetta Frantz Scholarship Fund Dorothy Frauhiger Memorial Art Scholarship Lance Cpl. David Fribley Memorial Scholarship Fund Scholarship Funds help students achieve their educational dreams. Edward B. & Mary Edith Funk Educational Endowment Catherine Abbitt/Jefferson School Memorial Scholarship Fund Merl M. & Jean M. Gibson Scholarship Fund American Association of University Women Scholarship Fund American Teen Scholarship Fred & Nedra Beebe Scholarship Endowment The Helen & Carl Berkey Educational Endowment The Everett & Fern Besson Memorial Scholarship Fund Ben Bibler Body for LIFE Memorial Scholarship Fund Darrell Boling Memorial Scholarship Fund Dan Kinsey Memorial Scholarship The Gasaway Education Fund The Robert T. & Emma Gilliam Memorial Fund Endowment Chauncey L. Griffith Educational Fund Mary (Leedy) Hand Memorial Scholarship Endowment Roy Hine Performing Arts Foundation Fund *Phillip D. Hochstetler Scholarship Fund *Sarah Hogan Memorial Award for Mental Attitude Martee Mitchell Lollar Memorial Scholarship Fund The Ralph J. & Aleta F. Long Memorial Scholarship Endowment Fund Felipe A. & Azucena F. Lopez Memorial Scholarship Fund Dr. Harold Mason Memorial Scholarship Fund *McDonald Memorial Scholarship Fund The Paul K. & M. Magdalene Miller Scholarship Fund *Dorothy L. Mills “LivingLearning-Loving” Scholarship Fund Winston “Win” & Carolyn Morrison Scholarship Fund The Rob Morton Scholarship Fund Judy Mugg Scholarship Fund *Purdue Scholars of Kosciusko County Fund Janet Marie Rager Memorial Scholarship Fund Margaret Reafsnyder Memorial Scholarship Fund June Reed Nursing Scholarship Fund The B. Franklin & Eleanore Ringle Educational Endowment Sacred Heart Scholarship Fund for Post Secondary Education Shirley and Wendell Sadler Memorial Scholarship Fund The Lyn Sasso Memorial Scholarship Fund Gertrude & George Schiff Charitable Endowment Scholarship Fund Shane Family Memorial Scholarship Fund Tim & Nancy Shoemaker Art & Physical Education Endowment Fund Richard & Gladys Stewart Nursing Scholarship Sue Sutton Memorial Scholarship Fund Pete & Fay Thorn Educational Fund Max Truex Memorial Scholarship Fund Everett & Ethel Vandermark Scholarship Fund The Fleda C. Vandeveer Educational Endowment Fund The Thomas R. Walter & Anne Marie Walter Educational Endowment Carl N. Wendel Scholarship Fund Murphy College Fund Wilson-Rhodes Memorial Scholarship Fund Robert & Lenny Nichols Scholarship *Dallas Winchester Memorial Scholarship Fund Elmer E. Ostrom Scholarship Endowment The WPOA - David F. Lichtenauer Memorial Scholarship Fund Dennis Overmeyer Memorial Scholarship Tracey Ann Yeager Memorial Scholarship Fund Kenneth & Cecile Parks Memorial Scholarship for Nursing Kailey Lynn Zehr Memorial Scholarship Fund Bruce V. Petro & Janet H. Petro Education Endowment The Danny Pitzer Memorial Scholarship Endowment Fund The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014. *Denotes a non-permanent fund, in which both the principal of a gift and the income earned are available for grantmaking. 21 Agency Funds Kosciusko County Historical Society, Inc. Endowment Fund Designated Funds Kosciusko Endowment Youth Services Permanent Fund Agency Funds are created by a nonprofit to provide a stream of income for their organization Kosciusko County United Way, Inc. Endowment Designated Funds benefit a specific nonprofit. Typically, a donor establishes a designated fund to benefit a favorite church or organization. Kosciusko Home Care & Hospice Endowment Fund ACRES Endowment Fund Animal Welfare League Fund Atwood Community Building Fund Baker Youth Clubs Equipment Endowment Fund Baker Youth Clubs Operating Endowment Fund Big Brothers Big Sisters of Northeast Indiana Fund Boys & Girls Club of Kosciusko Co. Fund Camp Mack Operations Endowment Fund Cardinal Center Endowment Fund The City-County Athletic Complex, Inc. Endowment Combined Community Services Endowment Fund Court Appointed Special Advocate Fund Kosciusko Home Care & Hospice Endowment Fund Kosciusko Lakes & Streams Endowment Fund Kosciusko Literacy Services, Inc. Endowment Fund Lakeland Christian Academy Endowment Fund Lakeland Community Child Care Endowment Fund Milford Public Library Fund C.O. Mollenhour Conservation Camp Endowment Fund New Beginnings Child Care Endowment Fund Habitat for Humanity Operating Endowment Fund The Salvation Army “Friends of the Army” Fund of Kosciusko County Heartline Pregnancy Center, Inc. Endowment Fund The St. Anne’s Episcopal Church Endowment Housing Opportunities of Warsaw, Inc. Endowment Fund Symphony of the Lakes Endowment Fund ICDI Operating Endowment Fund The Syracuse Community Center Endowment Kosciusko County 4-H Endowment Fund Kosciusko County Boy Scouts Endowment Kosciusko County Center for the Arts Endowment Fund (to benefit Lakeland Art Association) Kosciusko County Chapter of American Red Cross Endowment Kosciusko County Community Fair, Inc. Endowment Fund Kosciusko County Community Foundation Operating Endowment Kosciusko County Council on Aging & Aged, Inc. Endowment Fund The Kosciusko County Freedom Academy Fund Syracuse-Turkey Creek Public Library Fund Lakeland Kiwanis, Rex Miller Fund Boys & Girls Club of Kosciusko Co. Fund Dale & Karen Long Charitable, Memorial, & Scholarship Endowment John R. Bradway & Joan Bradway Endowment for the Atwood Aldersgate Church & the Etna Green United Methodist Church Reuben F. & Betty Jane Clover Charitable Fund *Community Scholarship Enhancement Fund *Etna Green Museum Fund Sacred Heart Catholic Church Endowment Fund Savina Kralis Nursing Scholarship Fund to Benefit Ancilla College *The Louise LeHew Endowment Fund Potawatomi Wildlife Park Endowment Fund Grace Village Retirement Community Endowment Fund Kosciusko Leadership Academy Northenor Award Jay Bower Estate Endowment for United Way of Kosciusko County North Webster Community Public Library Endowment Fund Dixie Sternwheeler, Inc. Fund Kosciusko Community YMCA Endowment Fund Jerry Badskey Memorial Endowment Fund Phil Dick Memorial Grace College Women’s Softball Scholarship Fund Right to Life of North Central Indiana Fund Junior Achievement Endowment for Kosciusko County 22 Kosciusko Crime Stoppers Endowment Fund *Firefighters Communication Fund Robert D. Maish & Roma J. Maish Education Endowment Mikesell Endowment Fund for MasterWorks *C.O. Mollenhour Conservation Camp Capital Fund C.O. Mollenhour Conservation Camp Endowment Fund John & Martha Mugg Memorial Scholarship Fund The Eldora Neher Charitable Endowment First United Methodist Church Endowment Fund in Memory of Marilyn Phillips *New Beginnings Child Care Fund Wayne E. & Phyllis J. Fribley Fund *Orthopedics Capital Foundation Gill Family Charitable Endowment Pequignot Donor Development Endowment Glover Operating Endowment Grace Village Retirement Community Endowment Fund Mary L. Hand Memorial Library Endowment *Heart of Gold of Kosciusko County J.P. & P.A. Oppenheim Fund William M. & Delores A. Pittenger Memorial Endowment Fund Frank & Virginia Putt Endowment Fund Sacred Heart Catholic Church Endowment Fund *Helping Honduras Fund Tippecanoe Watershed Foundation Endowment Fund Sacred Heart Elementary School Tuition Endowment The Thomas E. Kelson & Harriet Searls Kelson Endowment Fund Warsaw Christian School Endowment Fund The Salvation Army “Friends of the Army” Fund of Kosciusko County *Kosciusko 21st Century Foundation Good Samaritan Fund Warsaw Community Public Library Endowment Fund Kosciusko County Boy Scouts Endowment Frank D. & Geraldine “Jerry” L. Smith Memorial Fund for the Lawrence D. Bell Aircraft Museum, Inc. The Warsaw Education Foundation Endowment Fund *Kosciusko County Community Foundation Smoke Detector Program Frank D. & Geraldine “Jerry” L. Smith Memorial Fund for the Bell Memorial Library *Kosciusko County General Educational Development (GED) Fund Dorothy Hogan Sweeney Pipe Organ Maintenance at Sacred Heart Church Fund Kosciusko County United Way, Inc. Endowment The Syracuse Community Center Endowment Westminster Endowment Fund Kosciusko Crime Stoppers Endowment Fund Margaret Ann Voirol Memorial Endowment Winona Lake Free Methodist Church Endowment *Kosciusko Endowment Youth Services Wagon Wheel Theatre Endowment Fund Warsaw Little League Endowment Warsaw Rotary Community Fund Wawasee Area Conservancy Foundation Endowment Fund WCDC Warsaw Biblical Gardens Endowment Fund The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014. *Denotes a non-permanent fund, in which both the principal of a gift and the income earned are available for grantmaking. The Reverend Warren Walmer & Josephine Walmer Designated Endowment Fund Warsaw’s Central Park Gardens Endowment *Wawasee Community Education Foundation Westminster Endowment Fund Winona Lake Free Methodist Church Endowment Charitable Trusts Charitable Remainder Trusts (CRT), Charitable Remainder Annuity Trusts (CRAT), Charitable Remainder Unitrusts (CRUT) or Charitable Lead Trusts (CLT) meet a donor’s charitable dreams while providing a lifetime income for the donor or the donor’s spouse, children or grandchildren. Neal & Joy Carlson CRUT Edson L. Finkenbiner & Valencia V. Finkenbiner CRUT Roy F. & Joellen Hauth, Jr. CRAT Peter D. Hess CRUT N. Bruce & Ann S. Howe CRUT Miles & Maxine Igo CRUT Jerome G. Kralis & Savina Kralis CRUT The Parker Family CRUT Pfeiffer-Rarick CRUT Darrell E. Phillips, Connie Atkinson CRUT Darrell E. Phillips, Jo Phillips CRUT Rudolph C. Schobert & Rita J. Schobert CRUT Marilyn S. Wolferman CRUT Charitable Gift Annuity A Charitable Gift Annuity allows a donor to leave charitable gifts while providing a guaranteed income stream for the life of the donor, the donor’s children or friends. Dr. Orville & Judy McFadden Charitable Gift Annuity Residents and visitors alike enjoyed Walk-n-Wander in which 15 life-size bronze sculptures by American sculptor, Seward Johnson, were displayed in downtown Warsaw. The Community Foundation sponsored the sculpture pictured above, “No Mommy, That One.” Photo by Lauren Klusman. The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014. *Denotes a non-permanent fund, in which both the principal of a gift and the income earned are available for grantmaking. 23 World-Class Orthopedic Industry – Keeping it in the Neighborhood What would happen if Warsaw and the surrounding area were no longer home to the largest cluster of orthopedic companies in the world? What would happen to the more than 6,500 area residents whose jobs are either directly or indirectly tied to the industry, and their families? What would happen to the businesses and charitable organizations those companies $7 million grant enabling the formation of OCF and OWX. The OrthoWorx Center of Excellence OCF is a public charity, a supporting organization, to KCCF. OCF is the affiliate listed in the financial information in this annual report (page 37). OCF assets are used to invest in charitable, scientific, and educational projects that strengthen the region and at Grace College Orthopedic Regulatory and Clinical Affairs Master’s program has produced three cohorts since its inception in 2010. The fourth cohort is and employees support? What would happen to area schools, parks, and police and fire departments if the tax base that supports them were greatly diminished? now is session. Pictured are some of the its ability to retain and grow the orthopedic cluster. The support of to right: Molly Fischel, Joss Meyers, Mike Project Lead the Way, highlighted Wolford and Kim Earle. Photo provided on pages 26 and 27, is an example by Brandpoet. of a program investment made by OCF to strengthen the community In 2009, the Orthopedics Capital Foundation (OCF) and the industry. OWX is a membership organization and OrthoWorx (OWX) were formed to help improve that carries out activities that will benefit both its the environment that supports the health of the members and the community. OCF is supported by industry and the community that depends on its charitable dollars. OWX is supported by OCF and success. Lilly Endowment Inc. granted Kosciusko membership dues. Both entities engage in activities County Community Foundation (KCCF) a three year, aimed at keeping and growing the orthopedic industry right here at home. first graduates of the program: from left Frequently Asked Questions Q. What do OCF and OWX fund? A. OCF funds all of the initiatives that relate to education, talent and workforce development, transportation and logistics, innovation and entrepreneurship, and community enhancement. OWX, which works on behalf of OCF and its goals, also funds branding and awareness (for example the development of orthoworxindiana.com), and the administrative expenses (staffing and overhead) to ensure that there 24 are people to move forward these initiatives to advance orthopedics for generations to come. Q. Can my favorite charitable organization apply for a grant from OCF or OWX? A. There is not an open grant application process for either organization. The OWX Board of Directors identifies, through studies, projects that directly relate to their mission to keep and grow the orthopedic cluster. They make investments in those projects. Q. Where have OCF and OWX had the most impact? A. In the area of education. The Cambridge Study OWX sponsored enabled Warsaw Community Schools to position itself for the success of the STEM Academy. More recently, OWX helped fund creation of a mobile STEM laboratory for area elementary schools – the Warsaw Inquiry Learning Laboratory. The formation of orthopedic degrees and certificates through Grace College and Ivy Tech Community College mean local students can receive skills directly related to what orthopedic companies are seeking. Q. Is OWX an economic development organization, a community development organization, or what? A. None of those. All of those. OWX’s mission is to ensure that the orthopedic capital of the world remains right here in Warsaw. Sometimes the work relates to economic development – like efforts to train the workforce through investments in K-12 and higher education. Sometimes the work relates to community development – like investments in bicycle and pedestrian trails and in cultural opportunities that help attract outside talent to Warsaw. Q. What are OCF and OWX working on next? A. They want to keep more Indiana college graduates working in Indiana for orthopedic companies and to stimulate the creation of more orthopedic innovations from universities in Indiana. To that end, OWX has formed a University and Industry Advisory Board, with members like Notre Dame, Indiana University, Grace College and many others to help develop programs of study and research opportunities. OWX is also exploring the possibilities of a research clinic network. Orthopedics Capital Foundation Donors Who Gave to the OrthoWorx Match Campaign In 2013, near the end of the initial $7 million grant from Lilly Endowment Inc., OCF made a proposal to Lilly Endowment for additional support for its initiatives for the next three years. Lilly Endowment responded with a $4 million outright grant and a matching opportunity for gifts OCF raised from qualified (related to the orthopedic industry) donors. OCF raised $1.2 million in gifts that were matched by Lilly Endowment. A total of $2.6 million of additional funding was raised. DONOR Anonymous 1st Source Bank Kent and Nancy Adams The Allens Teresa Bakehorn Audrey Beckman David and LuAnn Bennett Biomet, Inc. Brad and Deb Bishop Cheryl Blanchard and Ramsey Railsback Tobias and Donna Buck CenturyLink City of Warsaw Jerry Clevenger Sheryl and Dale Conley Corporate Partnership For Economic Growth, Inc. Dennis and Kristina Cultice Deaton Consulting, LLC DePuy Synthes Joint Reconstruction Faegre Baker Daniels Farmers State Bank Susan and David Findlay Great Lakes Trading Company, Inc. Grossnickle Family Foundation John and Shirley Hand Tom and Susan Hight Instrumental Machine & Development Intrasect Technologies James and Amber Katris Katten Muchin Rosenman LLP Leslie Kozar Lake City Bank Laura Miller Communications Peggy and Pete Lieffring Suzanne Light Lilly Endowment Inc. Michael and Catherine Limina Dr. Ronald E. & Barbara Manahan Medtronic, Inc. The MutualBank Charitable Foundation, Inc. Craig and Deb Nayrocker Northeast Indiana Regional Partnership, Inc. Old National Bank OrthoPediatrics Corp. Paragon Medical, Inc. Edwina Payne Esther Pfleiderer Charitable Trust Phend & Brown, Inc. Cameron and Christa Plew Precision Medical Technology, Inc. Ramsey & Wiggins, Inc. Robinson Construction, Inc. Karen and Fred Rowland Franklin I. and Irene List Saemann Foundation Mr. and Mrs. Terry Schlotterback Jon and Jill Serbousek Solstice Medical, LLC SYM Financial Advisors Symmetry Medical, Inc. Craig and Sue Tidball Charitable Foundation* *Indicates donation came from component fund of the Community Foundation. Tripp and Associates Insurance Agency, Inc. Turner Valentine, LLP Wabash Electric Supply, Inc. Warsaw Community Schools Warsaw Education Foundation William White Wildman Business Group, Inc. Roy and Terri Wiley & Family Zimmer, Inc. IN MEMORY OF: Robert N. Floyd SYM Financial Advisors Robert and Jane Jontz Phil and Marsha Barkey IN HONOR OF: Ron and Barb Manahan Dr. and Mrs. Bill Katip Dane Miller, Jerry Ferguson, Niles Nobllitt & Ray Harroff Chuck and Lois Niemier 25 Opportunities Right Here at Home Caleb Schooley is an aspiring Robotics teacher. He is currently a senior at Warsaw Community High School (WCHS)/Warsaw Area Career Center (WACC). He assists teacher, Mrs. Abbi Richcreek, with a Project Lead the Way (PLTW) Robotics class offered this year at Edgewood Middle School and at WACC. Caleb is receiving dual credits through Grace College for his work with students. For Mrs. Richcreek, nothing is more rewarding than watching students engage in what they are learning. “I struggled as a young student with written tests,” Mrs. Richcreek said. “I enjoy allowing students to show me what they’ve learned.” In PLTW classes, students engage in project-based learning, practicing the subject matter with their hands, tools and technology. Some examples of high school level PLTW classes include Introduction to Engineering Design, Principles of Engineering, Digital Electronics, Civil Engineering & Architecture, Computers Integrated Manufacturing, Biotechnology Engineering/Forensic Science and Aerospace Engineering. Home is... my favorite place to be. It means family, neighbors, love, comfort and traditions. Amy Donley, Director of Finance 26 Caleb Schooley (middle) helps teach Edgewood Middle School students like Starr Partridge (left) and Ian Glogovsky (right) about Robotics. Currently, they are building robots that can move across the floor and drop a ball into a tube. The Robotics class has been a popular middle school offering. Mrs. Richcreek is especially excited to see kids exposed to engineering and technology at younger ages. But, in order to expand class offerings to students, there have to be teachers qualified in the subject matter. That can be challenging when corporate opportunities in the fields of engineering and technology are much more lucrative than teaching positions. That’s why Mrs. Richcreek has such high hopes for Caleb. Caleb has a love and ability for the subject matter, but he also really enjoys teaching. “I like helping people learn to program and build the robots,” Caleb said. He credits his love for the subject matter and his desire to teach to Mrs. Richcreek. “She had all of the influence on my career choice. She introduced me to Robotics and I love the way she teaches.” A grant from the Community Foundation, along with financial support that could be as much as $275,000 (depending on how many schools implement the programs) from the Orthpedics Captial Foundation via OrthoWorx, is making it possible for schools throughout Kosciusko Mrs. Abbi Richcreek is excited County to bring PLTW about PLTW courses being classes to K-12 students. offered to younger students, thanks in part to a Community Foundation grant. 27 Kosciusko REMC Operation Round Up Grants Grants from the Kosciusko REMC (KREMC) Operation Round Up Fund are made possible by KREMC members who choose to round up their electric bills each month. The extra cents generated by each member who rounds up their bill are deposited into the KREMC Operation Round Up Fund here at the Community Foundation and used to support local charitable projects. The following grants were made from the Kosciusko REMC Operation Round Up Fund. Grantee ACRES Land Trust, Inc. Baker Youth Club CASA of Kosciusko County, Inc. The Christian Performing Artists’ Fellowship College Mentors for Kids Early Childhood Alliance Fellowship Missions First United Methodist Church of Warsaw Fort Wayne Philharmonic, Inc. Grace College & Theological Seminary-KLAS Purpose Environmental education programs at Kosciusko County nature preserves After-school programs throughout Kosciusko County Summer Healthy Life Choices program Bring speaker, Charlie Appelstein, to educate community about ways to help abused and neglected children Support of MasterWorks Festival Mentoring program between Grace College and Jefferson Elementary students Parents as Teachers program for at-risk families in Kosciusko County Tables and chairs for the community area in the homeless shelter Community Closet program, providing non-food items to low-income individuals Warsaw Holiday Pops and Syracuse Patriotic Pops concerts Support of the Northern Indiana Lakes Festival Amount $1,000.00 $5,000.00 $5,000.00 $1,400.00 $3,000.00 $500.00 $2,000.00 $2,700.00 $2,500.00 $1,200.00 $1,500.00 The final concert of the 2014 MasterWorks Festival. MasterWorks received a grant from the KREMC Operation Round Up Fund. The concerts are open to the public, and draw residents and community visitors alike. 28 The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014 Food programs serving local low-income children, seniors and families have been supported over the years by the KREMC Operation Round Up Fund. This year, Hoosiers Feeding the Hungry and Mary and Jerry’s Helping Hands (serving the Mentone area) received support to help feed the needy. Grantee Heartline Pregnancy Center, Inc. Hoosiers Feeding the Hungry Inc. Housing Opportunities of Warsaw, Inc. Junior Achievement serving Warsaw and Tippecanoe Valley Junior Achievement serving Wawasee Kosciusko County Educational Development (KC-Ed) Kosciusko County Special Olympics Kosciusko Runners’ Association Lakeland Art Association Leesburg Early Learning Center Mary and Jerry’s Helping Hands, Inc. McMillen Center for Health Education, Inc. Muscular Dystrophy Association New Beginnings Preschool and Child Care, Inc. North Webster Day Care Pleasant Grove United Methodist Church Town of Winona Lake Purpose Literature for the resource library of the B.A.B.E. Boutique program Amount $3,000.00 Scholarships to offset fees for high-school student parents Meat distribution program for low-income Kosciusko County individuals Weatherization supplies to help low-income home owners improve energy efficiency $2,500.00 $5,000.00 $3,500.00 “Our Community” program for 2nd graders $2,000.00 Economics curriculum for 12th graders Program to help at-risk students graduate from high school Support of Bowl-A-Thon Supplies for local races that raise funds for area nonprofit organizations Support of art workshops and activities Start-up supplies and materials for preschool program Food for area low-income families Health education programs for K-12 students in Kosciusko County Summer Camp for area children with Muscular Dystrophy “Exploring Northern Indiana” summer program trips Summer program trips for children in daycare Weekend food backpack program for low-income children at Claypool Elementary Support of the Winona Lake Limitless Park, an accessible playground and splash pad $1,346.00 $2,000.00 $900.00 Total The information in this book reflects activity during the 2014 fiscal year, July 1, 2013 – June 30, 2014 $1,000.00 $1,000.00 $4,200.00 $2,500.00 $4,250.00 $800.00 $1,984.82 $1,500.00 $4,250.00 $5,000.00 $72,530.82 29 KEYS Grants Kosciusko Endowment Youth Services (KEYS) is our youth philanthropy group representing students from four area junior high and high schools. KEYS students learn about philanthropy, teamwork, governance and leadership. They recommended the following educational grants, which our Board of Directors approved. Grantee Akron Elementary School Purpose Materials to aid in teaching fractions, decimals and percents Edgewood Middle School Gateway Education Center Isaiah 11 Ministry Kosciusko County Head Start Kosciusko Literacy Services, Inc. Lakeland Christian Academy Lakeview Middle School Leesburg Elementary School Chapter books for low-level readers Scientific calculators Non-fiction books for the library Books for counseling groups Books for Head Start students to take home Proactive grant for programs serving youth Large dry-erase graph and supplies for algebra classes Low-level reading books for students reading significantly below their grade level Hands-on math education materials such as games, books and flashcards Madison Elementary School Mentone Elementary School Milford Elementary & Middle School North Webster Elementary School Read Across Kosciusko County Tippecanoe Valley Middle School Wawasee Area Career and Technical Cooperative Wawasee High School $459.17 Classroom materials for STEM education $479.90 Literacy Includes Me project LEGO DUPLO Early Simple Machines sets and Bee-Bot programmable robots Kindles for 5th grade classrooms to aid in small group reading instruction $330.77 $500.00 $500.00 Children and adult resource books about social, family and school issues $590.03 Classroom Habitudes book study for teachers Equipment and supplies needed for science experiments Touchscreen computer monitors for the special education classroom Books for each 2nd grade classroom in Kosciusko County “Visualizing and Verbalizing” kit to aid in reading instruction Liquid Nitrogen Dewar for 8th grade science class Books to distribute to Kosciusko County students Items needed to aid in teaching strength-based servant leadership Professional sound kit for videography, film production and WACC TV classes Alternative energy kits for integrated chemistry & physics class $394.40 $300.00 $349.99 $2,500.00 $285.84 $361.80 $489.13 $485.00 $300.00 $965.35 $1,150.00 Proper attire for dance classes IT! Series software to introduce business students to Microsoft Office $319.00 $750.00 Equipment and computer software for chess clubs $373.04 Cables and accessories needed for students to design and build four energy efficient vehicles $100.00 Total 30 $417.60 $670.97 $300.00 $351.80 $1,000.00 $6,974.00 $130.80 $300.00 $433.11 Materials to engage in pretend play for preschool students Copies of Ashfall by Mike Mullin to aid in teaching science concepts Triton Elementary School uLEAD, Inc. Warsaw Area Career Center Warsaw Community High School Grant Amount $120.23 KEYS Grants for the Fiscal Year July 1, 2013-June 30, 2014 $22,681.93 Home is... Kendra Housel, KEYS Member where you’re happiest and at peace; where you want to stay forever…to be where the people you love most are. KEYS Members Left to Rright: First Row: Noah Williams (WCHS), Austin DeValk (Wawasee HS) Second Row: Camden Tucker (TVMS), Jake Mangas (WCHS), Jazzmine Brown (TVHS), Sydney Hobbs (LCA) Third Row: Shay Merley (TVHS), Chance Blair (LCA), Jairus Boyer (Wawasee MS), Sydney Wiedeman (Lakeview MS) Forth Row: Nolan Sponseller (TVHS), Jon Harmon (LCA), Daisy Gregory (Wawasee HS), Aerin Shewman (TVHS) Fifth Row: Hannah Rhoades (Wawasee HS), Alex Fiscus (Wawasee HS), Athena Schlitt (WCHS) Top Row: Grace Robison (WCHS), Kendra Housel (WCHS) Not Pictured: Ashley Ormsby (LCA), Abbey Hartwiger (LCA) 31 Board & Staff Listing Board Listing Jerry Yeager, Jim McFadden, President Rob Parker, Vice President Steve Snyder, Secretary Treasurer Ceaneh Alexis Ron Baumgartner Bob Bishop Jerry Clevenger Kevin Deardorff Jennifer Hollar Zoe Howard Mike Kinsey Dana Krull Vern Landis Sally Mahnken Ron Manahan Allison McSherry Marlene Mulero-Betances Jon Roberts Christine Sands Sharon Sommers Kip Tom John Warren Staff Listing Suzie Light, Executive Director 32 Amy Cannon, Program Officer Amy Donley, Director of Finance Kelsi Griffith, Database & Administrative Coordinator Stephanie Overbey, Associate Director Jennell Paris, Senior Administrative Assistant Brenda Rigdon, Development Director 2014 Volunteers Amy Abbitt Debbie Demuth Lee Ann Jaeger Marlene Mulero-Betances Darla Shelburne Steve Ailes Phil DeVolder Rosie Jansma Jeremy Mullins Karla Shepherd Alan Alderfer Kirk Doehrmann Pamela Jarecki-Vosler Kaitlyn Murphy Peggy Shively Kristine Alderfer Marilynn Doherty Angie Jarrett Kim Nance Sue Simmons Ceaneh Alexis Cali Doll Ruth Jones Craig Nayrocker Mark Skibowski Peggy Alt Lori Donahoe Stacey Jones Deb Nayrocker Bill Smith Willis Alt Jennifer Dow Steve Jones Jack Nelson Erin Smith Bruce Andrews Lana Drake Laura Kaufman Jenny Nelson Nici Smith Lorraine Anglin Dana Duncan Ronna Kawsky Kim Nguyen Steve Snyder Sharon Sommers Stephanie Anglin Larry Easterday Kathryn Kays Cathy Northcutt Sally Bailey Tom Edington Alice Keirn Maria Oler Sarah Spangle Marlane Baker Barbara Ehrhardt Tammy Keirn Randy Oler Cynthia Stichter Ron Baumgartner John Elliott Brad Kellar Jan Orban Dan Stichter Bruce Bibler Kelly Engle Susie Kinney Diana Ostrom Stephanie Stichter Roberta Bibler Jim Evans Judy Kinsey Laurie Owen Mindy Stookey Scott Bibler James Faroh Mike Kinsey Rick Paczkowski Kim Strawbridge Guy Bigler Jo Faulkner Janet Kirkpatrick Robyn Palmer Margaret Sturm Bob Bishop Susan Findlay Barb Kissane Rob Parker Mike Suhany Eva Bonitati Chris Foster Rickell Kline John Paseka Holly Swoverland Matt Boren Steve Foster Melodie Koher Rick Patton Jennifer Tandy Wil Boren Scott Fox Kim Komdeur Anna Paulus Georgia Tenney Michelle Boxell Becky French Erin Korreck Stan Pequignot Jill Thallemer Molly Bradford Kari Fribley Dana Krull Miechi Petro Craig Tidball Penny Brown Lori Fribley Anna Lackey Jeff Plank Kip Tom Priscilla Burdge Kim Fuller Vern Landis Nicole Poirier Mindy Truex Peg Burgher Antony Garza Rosemary Laughlin Dixie Pryor Travis Trump Patrick Cannon Jim Griest Joy Lavender Rick Ralston Barb Vancuren Tara Carlile John Hall Brad Leedy Beth Rasor-Huffer Alyssa VanVactor Joy Carlson Kevin Hamstra Martha Lennane Kathee Reed Ruth Voreis Neal Carlson Jefferson Hankins Carole Lichtenauer Melissa Rees John Warren Cindy Cates Dan Hann Doug Light Don Reinholt Randy Warren Christon Clark Trace Hansen Ida List Gretchen Rettinger Kevin Weaver George Clemens Janet Hartley Wendy Long Angie Robbins Sandra Wentz Jerry Clevenger Carol Hartman Rosemary Love Jon Roberts Brent Widman Jennifer Cobb-Hayes Julieanne Harvey Tom Lowe George Robertson Aaron Wilcoxson Tammy Cole Cheryl Hastings Annette Magner Donna Robinson Cookie Wilson Kim Conrad Joe Hawn Sally Mahnken Mary Robinson Bill Winn Marsha Cook Kelly Heckaman Cheryl Malmloff Nellie Robinson Priscilla Wood Emily Cowan Ashleigh Helfrich Ron Manahan Lee Ann Rock Becky Woodward Lyn Crighton Steve Henn Lori Masur Terry Roe Jerry Yeager Grant Cunningham Traci Henn Jim McFadden Jeannie Ross Michelle Yeager Marilynne Curtis Rae Hilliard Maria McGrath Jenna Ross Steve Yeager Dennis Darr Tracie Hodson Allison McSherry Aaron Rovenstine Jerry Yoder Katie Darr David Hoffert Marsha McSherry Renea Salyer Kay Young Amy Deardorff Kevin Hohman Dan Metzger Darius Samz Amanda Zambrano Kevin Deardorff Jennifer Hollar Scott Michaels Christopher Sanders Ashlee Zaucha Ross Deatsman Terrill Hooks Patti Miller Christine Sands Cindy Zehr Allyn Decker Mark Howard Jim Mills Greg Sasso Henry Zehr Maria Demopoulos Zoe Howard Sue Mock Teresa Shaffer Sherry Zehr 33 Heart of Gold Grants Annually, the Heart of Gold reception honors individuals and organizations for their extraordinary acts of service and kindness toward others. This year, 50 individuals were recognized for their service. The Service Club of the Year Award went to the Warrior Leadership Committee (at Wawasee High School). The Nonprofit of the Year Award went to Combined Community Services. The following grants were made at the recommendation of 2014 Heart of Gold recipients. Grantee Granted Animal Welfare League $550.00 Baker Youth Club $50.00 Big Brothers Big Sisters of Northeast Indiana, Inc. $50.00 Boomerang Backpacks, Inc. $300.00 Cardinal Services, Inc. of Indiana $1,050.00 CASA of Kosciusko County, Inc. $150.00 Combined Community Services $350.00 First United Methodist Church of Warsaw $250.00 Heartline Pregnancy Center, Inc. $100.00 Kosciusko County Community Foundation, Inc.Operating Endowment Fund $850.00 Grantee $400.00 Kosciusko County Educational Development (KC-Ed) $250.00 Kosciusko County Jail Ministry Kosciusko County Shelter for Abuse, Inc. $100.00 $50.00 Lakeland Art Association $50.00 The Magical Meadows, Inc. $50.00 National Fellowship Brethren Retirement Homes, Inc. $50.00 North Webster Community Center, Inc. One Dog At A Time Rescue, Inc. $50.00 Riley Children’s Foundation Kosciusko County Community Foundation, Inc.The Salvation Army “Friends of the Army” Fund of Kosciusko County $50.00 Second Chance Abuse Recovery Services Pit Bull Rescue “SCARS” Kosciusko County Community Foundation, Inc.Brady Houck Scholarship Fund $50.00 St. Jude Children’s Research Hospital $300.00 $50.00 Kosciusko County Special Olympics Kosciusko County Community Foundation, Inc.Fred & Nedra Beebe Scholarship Endowment Kosciusko County Community Foundation, Inc.Kosciusko County Jail Ministry Endowment Fund Tippecanoe Valley High School Wawasee High School-Building Trades $250.00 $1,050.00 $50.00 $500.00 $50.00 $300.00 $50.00 Wawasee High School-Wawasee Leadership Committee $1,550.00 Total $8,950.00 Individual special award winners included (Left to right): Carrie Bruns and Peggi Members of the Warrior Leadership (front row, left to right): Stephanie Camargo, Wright accept the Nonprofit of the Committee, of Wawasee High School, Gladys Deloe, Dr. Anita Kishan, Melanie Year Award on behalf of Combined accept the Service Club of the Year Award. Vanlaningham (back row, left to right): Ami Community Services. Pitt, Scott Nelson, Jeff “Hoss” Smith and Richard Keevan. Not pictured: Al Disbro and Jason Farmer. 34 Granted Kosciusko County Community Foundation, Inc.Kailey Lynn Zehr Memorial Scholarship Fund Photos by: Trina Hoy Philanthropy Round Table – Professional Advisor Recognition We are grateful to the many professional advisors: attorneys, trust officers, accountants and financial planners who help connect their clients to the Community Foundation in order to realize their charitable dreams. We extend our sincere thanks to the following: Alan Alderfer John Elliott Tammy Keirn Rick Pearl Paul Stoelting Mike Armey Craig Finlayson Jeanine Knowles Stan Pequignot Margaret Sturm E. Lee Bazini Joseph Gaafar Joanne Kolbe Mark Piazza Craig Tidball Michael Bergen Bob Gephart Dana Krull Max Reed Teresa Tracey Jack Birch Laura Hansen Dean Mike Kubacki Rex Reed Mike Valentine George Buckingham Phil Harris Vern Landis Paul Refior Jim Walmer George Bumbaugh Richard Helm Jay Lavender Jay Rigdon Wayne Walston James Butts Lee Heyde Dan Leininger Charles Roemer Sally Wilson Neal Carlson Martin Hillery Andy Lewis John Sadler Scott Wolfrum Ron Cassedente Becky Hillyard Peggy Michel Mike Shade Jerry Yeager David Cates Robert Hines Rick Morris Steve Snyder Bob Condon Duane Huffer Ralph Naragon Larry Stanley If you have facilitated a gift from a client to the Community Foundation, please let us know so that we can include your name for future recognition. Sample Bequest Language Language for IRA or insurance beneficiary designation Beneficiary: Kosciusko County Community Foundation (Tax ID# 35-6086777) for the ____ Fund. Language for Bequest I give and bequeath ______ (describe gift) to Kosciusko County Community Foundation, 102 E Market Street, Warsaw, IN, to be held as a component fund known as the _________________ Fund. This fund was separately created for the charitable purposes agreed to by me and the Kosciusko County Community Foundation. I’d Like to Know More The Kosciusko County Community Foundation is honored to be your partner in philanthropy. If you or your professional advisor would like to learn more about our giving options, please contact us by calling 574-267-1901 or by emailing kcf@kcfoundation.org. You may also visit our website at www.kcfoundation.org. 35 Why Give through the Community Foundation? 1. 2. 3. Your charitable legacy is secured with a gift that lasts forever. You can give any type of asset, in any amount – from cash and securities, to crops and real estate. Your gift receives the maximum tax advantage because we are a public charity. You can support your favorite causes and explore unlimited possibilities with our highly customized philanthropic options, including options that allow you or your family members to be involved in the grantmaking process if you choose to be. 4. You get the expert advice you need to make important decisions about the type of gift to make and the areas of need your gift could meet. 5. You experience the fulfillment of giving while we take care of the administrative side of philanthropy like grant reporting, tax receipts and government regulations. If you would like more information about how we can help you achieve more impact, greater purpose and endless possibilities, contact us. We encourage you to work with your tax advisor or attorney to determine the kind of gift that makes the most sense for you. Ways to Give • Cash • Beneficiary designation on a retirement account or pension plan • Appreciated assets such as stock or property • Estate gift (in your Will) • Life insurance • Crops or livestock • Charitable Lead and Remainder Trusts • Charitable Gift Annuities • Private Foundation Transfers 36 KOSCIUSKO COUNTY COMMUNITY FOUNDATION, INC. AND AFFILIATE ORTHOPEDICS CAPITAL FOUNDATION, INC. SELECTED FINANCIAL INFORMATION SUMMARY OF CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEAR ENDED JUNE 30, EXPENSES: Program Services – Grants and Scholarships Program Services – Other (Less) Grants Made From Agency Endowments Program Services – Net Management and General Operating Administrative Fees Fund Raising and Promotion Change in Net Assets Net Assets at Beginning of Year Net Assets at End of Year 2013 $ 6,613,144 (55,626) 6,557,518 589,884 1,223,659 2,286,313 787,541 509,941 2,847 11,957,703 2,586,256 2,641,773 (46,859) 5,181,170 550,121 635,074 357,042 6,723,407 4,335,974 47,372,099 $51,708,073 1,734,603 2,269,712 (57,272) 3,947,043 502,285 571,385 277,839 5,298,552 6,659,151 40,712,948 $47,372,099 ASSETS: Cash, Receivables and Other Assets Investments and Charitable Remainder Trusts Property and Equipment – Net TOTAL ASSETS 2014 $ 6,610,368 47,857,247 380,440 $54,848,055 2013 $ 7,127,308 42,724,262 410,875 $50,262,445 LIABILITIES: Agency Liabilities Other Liabilities TOTAL LIABILITIES $ 2,161,318 978,664 3,139,982 $ 1,805,970 1,084,376 2,890,346 42,597,017 9,111,056 51,708,073 $54,848,055 $60 $50 $40 $30 $20 $10 $0 1994 1999 2004 2009 2014 2004 2009 2014 Rate of return information for the one year period ending June 30, 2014 2013 Permanent endowment funds (PE) 16.1% 12.9% PE Balanced Index (60/40)* 16.1% 11.1% Non-permanent funds (NP) 9.1% 5.8% NP Balanced Index (20/80)* 6.2% 4.1% Grant History $3.0 $2.5 $2.0 $1.5 $1.0 $0.5 SUMMARY OF CONSOLIDATED STATEMENTS OF FINANCIAL POSITION AS OF JUNE 30, NET ASSETS: Unrestricted Temporarily Restricted TOTAL NET ASSETS TOTAL LIABILITIES AND NET ASSETS Asset Growth Millions 2014 $ 4,399,764 (271,491) 4,128,273 654,538 1,465,758 1,190,437 3,346,500 259,775 14,100 11,059,381 Millions REVENUE: Contributions (Less) Amounts Received for Agency Endowments Contributions – Net Administrative Fee Income Investment Income Realized Gains (Losses) on Investments Unrealized Gains (Losses) on Investments Change in value of split-interest agreements Other Income 38,142,892 9,229,207 47,372,099 $50,262,445 $0 1994 1999 *For more information on the composition of the benchmark indices contact the Community Foundation office. The selected information listed above has been derived from the consolidated financial statements audited by Estep Burkey Simmons, LLC. Copies of the complete financial statements and related notes are available by contacting the Kosciusko County Community Foundation, Inc. office. Between 2005-2014, contributions totaled over $38 million. Thank you to our generous donors! 37 NON PROFIT ORG US POSTAGE PAID PERMIT NO 29 BOURBON IN Confirm ed in co m with Na tional S pliance tandard for U.S. s Commu nity Fou ndations reet 102 East Market St 580 46 a an Warsaw, Indi p: 574-267-1901 f : 574-268-9780 n.org e: kcf@kcfoundatio org www.kcfoundation.