2016 FOUNDATION FOR ANNUAL APPALACHIAN OHIO REPORT

January 20, 2017

Dear Friends,

2016 was a momentous year! Because of your gifts, FAO gave Again and again this year, we at FAO felt like we had front more grants in 2016 than in any previous year, investing a record- row seats to some of the greatest acts of generosity and vision breaking $1.5 million in nonprofits, schools, and students. Twenty- occurring today. We thank you and pledge to continue to be your one new funds were created and our local philanthropy-building partner in achieving the charitable dreams closest to your heart. initiatives expanded substantially. This all resulted in a tremendous number of new opportunities for the citizens and communities of In gratitude, Appalachian Ohio.

As we reflect, we realize much of the story about 2016 will be told in future years – not only as endowments grow to give more, but as we all rise to the challenge extended to us in September when Jeff Chaddock and Mark Morrow pledged to leave 97% of their estate to charities within Appalachian Ohio. With their pledge, Jeff and Mark encouraged us all to make a plan for our estate giving now, urging us to be as intentional with our planned gifts as we are with Ronald Strickmaker our ongoing gifts. Chair, Board of Trustees

As you consider your giving, we want you to know that what is most special to us at FAO is learning what you are passionate about and helping you to make a difference in it. That’s why we always ask “What’s Closest to Your Heart?” As a community foundation, we are a one-stop shop for giving to many causes and ensuring your intentions are stewarded forever. It is amazing to see the impact your gifts are making.

Cara Dingus Brook President & CEO 1 WHAT’S CLOSEST TO YOUR HEART? NEW FUNDS FAO welcomed 20 new funds in 2016.

DESIGNATED & ORGANIZATIONAL FUNDS DONOR-ADVISED FUNDS

William M. and Janet P. Betcher Memorial Endowment for Library Cara and Dominick Brook Family Fund to provide donor-advised Services to honor the legacies of librarians William and Janet grants. Betcher through annual support to the public library systems in Athens, Meigs, and Vinton counties. Christine Knisely Fund to provide donor-advised grants.

Margaret and Frances Channel Fund to support the Athens Thelma Grace Smith Family Fund to provide donor-advised grants County Humane Society in spaying and neutering cats in the focused on creating opportunities in Monroe County. Athens, Ohio area. FIELD OF INTEREST FUNDS Field of Hope Community Campus Fund to support the work of the Field of Hope Community Campus, a faith-based community and Nelsonville Foundation Fund to create opportunities for the citizens outreach center in Gallia County. of Nelsonville, in Athens County, through grantmaking and by supporting and inspiring philanthropy in the community. John Glenn Astronomy Park Fund to support construction and operation of an astronomy education and recreation center in Hocking County’s Hocking Hills State Park. FUNDS THROUGH PLANNED GIFTS iBELIEVE in Student Leadership Endowment Fund to provide The Chaddock Legacy Fund will support the Dairy Barn Cultural opportunities for Appalachian youth to develop leadership, Arts Center, the Southeast Ohio History Center, the Jeff Chaddock communication, and problem-solving skills. Scholarship for Appalachia at Ohio University, the Kennedy Museum of Art at Ohio University, the Ohio University Press, animal Nada Kerr Fund to Support Books for Kids in Athens to provide welfare in Athens County, and the Foundation for Appalachian books to kindergarten through third grade students at East, West, Ohio in stewarding the Zenner House as a resource for nonprofits The Plains, and Morrison-Gordon Elementary Schools in Athens and the creation of the annual Chaddock Award for Philanthropy. County to encourage summer reading. The Michelle Hart Legacy Fund will provide educational support to Landrum Endowment Fund to support the Ross County Board of youth through student scholarships. Developmental Disabilities, known locally as The Pioneer Center, in its work to improve the lives of citizens with developmental disabilities.

3 FUND SPOTLIGHT: Librarians Inspire a Gift to SCHOLARSHIP FUNDS Communities

Crooksville Arts Council and Community Bank Scholarship Fund to We all think of our libraries as centers of learning and provide scholarships to students from Crooksville, in Perry County, imagination. They are where we first read about adventures in their pursuit of post-secondary education. on the high seas, explored mysterious caves, blasted off into space, and slayed dragons with our fellow princesses. It’s Myron Fishel Scholarship Fund to support educational scholarships where we share the magic of storytime with our children. for Guernsey County residents pursuing post-secondary Longstanding community partners, libraries can be the education. lifeblood of our towns and counties and serve as a refuge, friend, and community servant. Guernsey County Board of Developmental Disabilities Scholarship Fund to provide post-secondary education scholarships to When an anonymous donor decided to open a fund to students who are Guernsey County residents and eligible for support library services in Athens, Meigs, and Vinton counties, services of the Guernsey County Board of Developmental it was to not only honor the vital role our libraries play, but to Disabilities. celebrate the legacies of two librarians, William “Bill” and James R. Milligan Legacy Fund to provide scholarships to Janet Betcher. members of the National Honor Society at Cambridge High School in Guernsey County to honor the memory of James R. Bill and Janet were dedicated Milligan, a former Cambridge High School student. librarians, working at the collegiate and elementary The Weissinger Family Memorial Scholarship Fund to provide an levels in our region, and even annual scholarship to a graduating senior of Lakota High School at the Library of Congress! who is an active member of Future Farmers of America. Though their library careers took them to many places, including SCHOOL ENDOWMENT FUNDS Washington, D.C., Janet’s Appalachian Ohio roots Goshen Education Foundation Fund to support and enhance the brought them back home. educational experience, including extracurricular and academic activities, of Goshen Local School District students and staff in Through annual grants, the Janet and Bill Betcher Clermont County. Fund will give library directors the chance to support the River High School Alumni and Friends Fund to support the students library services they believe will best fit, inspire, and engage and teachers of River High School in Monroe County annually their citizens and communities. Now, their legacies will live on through classroom mini-grants and scholarships. in libraries throughout Athens, Meigs, and Vinton counties, as patrons of all ages experience new worlds and opportunities through the magic of the library.

4 CELEBRATING $1.5 MILLION IN GRANTS IN 2016! GIVING GRANTS

Thanks to your gifts, students, schools, nonprofits, and communities throughout the region benefitted from nearly 500 grants in 2016. While we can’t share all of these stories in these pages, we hope this story from Perry County will give you a sense of the difference each grant is making.

With a grant from FAO’s Community Foundation for Perry County, students in the New Lexington City School District accessed dental care. Because of this grant, New Lexington students who do not regularly visit a dentist received a dental exam, including x-rays, a cleaning, sealants, fluoride treatments, fillings, and, when necessary, extractions. Perhaps the best part of the program is that it developed a public-private partnership to ensure the dental care is continued in future school years. FAO GRANTS AND SCHOLARSHIPS IN 2016

Now, that is something to smile about! $58,685 29 Arts and Culture Grants

THANK YOU FOR GROWING OUR GRANTMAKING! $74,511 24 Community and Economic Development Grants

$1,600,000 $677,654 72 Education Grants

$1,400,000 $75,027 44 Environmental Stewardship Grants $1,200,000

$1,000,000 $366,500 62 Health and Human Services Grants $800,000 $1,567,292 $314,915 268 Scholarships $600,000 $1,156,971 TOTAL $830,369 $400,000 $1,567,292 499 GRANTS AND $200,000 SCHOLARSHIPS

2014 2015 2016 6 OUR Five areas of investment are essential to growing and BLUEPRINT sustaining abundant opportunities in Appalachian Ohio – areas we call the Pillars of Prosperity.

They are the five areas that enliven our communities, uplift our In 2016 alone, these funds invested more than $1.5 million in grants spirits, and spark our passions. Each one is essential, but it is only and scholarships throughout Appalachian Ohio. As we grow when all five of these areas have the resources to work in harmony the Pillar funds, we can invest in what we’ve learned from these in a sustainable, long-term way that we can begin to overcome grants. complex problems like generational poverty. Our greatest impact will come when we grow these five Pillars together by giving to the The grant from a community-focused fund highlighted on the area we are each most passionate about. previous page is a perfect example. It provided children in a Perry County school district with access to dental care and seeded the development of a public-private partnership to sustain the initiative into future school years. It not only helped children access dental care, but revealed a model from which other communities can benefit. As we build our Health and Human Services Pillar, we will use the resources generated to investigate Arts & Community Education Environmental Health & Culture & Economic Stewardship Human and develop ways to grow this program and others to reach more Development Services students.

When we look to the future, we see the Pillar endowments as FAO created endowment funds in these five areas to grow flexible central to how good work and ideas can grow for the benefit of resources FAO can use to expand opportunities to more citizens our citizens. We’re excited that this vision for the future is already and communities. FAO will use the interest and earnings from beginning with our first grants awarded in 2016 in the Arts & these endowment funds to expand the impact of successful Culture and Education Pillars (the sidebar on the page to the right initiatives. Much like how FAO has taken the model of one county- highlights one Education Pillar grant). These grants are growing focused fund in Guernsey and helped ten other communities to FAO’s efforts to reach more citizens and they are just the start. create their own funds, the Pillars will help more citizens benefit from proven initiatives. But for FAO to grow them further and to identify additional efforts worthy of grants, we need two things. We need to grow Fortunately, the funds already under FAO’s management and the the endowment funds that will generate grants for many future donors who partner with us on them are powerful collaborators for generations, and we need to grow funds that can be invested in identifying these efforts. On pages 11 and 12 of this report, you will today’s most promising efforts and address pressing needs. find a list of more than 175 funds that donors have created within FAO to advance opportunities in one or more of the Pillars areas.

7 OUR FIRST PILLAR GRANTS

As a result of your annual gifts, FAO was able to award a number of inaugural Pillar grants in 2016.

One such grant is supporting an innovative math program, Easy as Pi, to expand its reach, growing from serving schools in four counties to reach schools in neighboring counties, possibly even doubling school participation. Easy as Pi was developed by a community leader who remembers her own struggles to be confident in math. With a mission Mary Kaufmann and Jason Braddock of Easy as Pi celebrate being one of FAO’s to make math fun and approachable for middle school first Education Pillar grantees with FAO’s Cara Dingus Brook. (Photo Courtesy of students, the program forms math teams, drumming up the Kellogg Photography) same excitement and engagement for math as is often found among sports teams. FAO’s Pillar funds present donors with unparalleled opportunities to ensure their gifts accomplish the most good possible. When you Easy as Pi provides support to teachers in leading the teams give to an FAO Pillar endowment, your gift: and in helping students gain comfort using a free, online • Enables the expansion of proven initiatives to help more tutoring tool, The Khan Academy (www.khanacademy. people; com), that can continue to be a resource and guide • Is matched dollar-for-dollar up to $100,000 per Pillar for students as they advance in math through their high through a generous matching gift from Ohio CAT (the school and college years. Easy as Pi has been integral to Education Pillar has already met its match!); helping more than 100 middle school students build their • Combines with other gifts to produce the large confidence in math at a crucial stage in their educational investments necessary for transformational change; and development, and with this year’s grant will expand to • Builds permanent capacity to sustain results. serve many more students. FAO is at the beginning stages of building the endowment needed to support our Pillars of Prosperity grantmaking. That means gifts to the Pillars have the opportunity to grow the Pillars permanently, but it also means an annual gift to FAO will be an investment in the very first Pillar initiatives. Turn the page to learn how your annual gift makes a difference.

DID YOU KNOW? Because of a special matching gift FAO received from Easy as Pi Ohio CAT, donors can create their own named Math Team endowment to support one of the Pillars for $5,000 (Photo: Mary instead of the typical $10,000, while the match lasts! Kaufmann)

8 YOUR DREAM Whatever your dream, FAO can help you match your INSPIRES gift with your passion. OTHERS

At FAO, we always start with one question: What’s Closest To to education, FAO can help you match your gift with your passion. Your Heart? It’s an important question that leads our discussions No matter what you imagine doing, we’re sure your vision and with our donors and partners. It’s what’s at the center of a gift generosity will inspire others to join you in creating opportunities for and serves as our guide to helping you make a difference. While Appalachian Ohio’s citizens and communities. everyone’s answer to this question is different, the common thread is that each answer inspires others. And that’s why having so many different answers to “What’s Closest to Your Heart?” is so important. Because it’s when all of our We all remember the story of Hazel Syphers from last year’s report. different gifts combine that we can grow a region abundant in Hazel was a Morgan County woman who had a very big idea. possibility. She wanted to make sure that every child celebrating Christmas across the county could open a present on Christmas morning. This was no simple goal, but through Hazel’s will she was able to create a fund at the Morgan County Community Fund at FAO to THE DIFFERENCE make it happen. The fund created through Hazel’s estate has now given over 700 gifts to children over its first two years and perhaps YOUR ANNUAL GIFT CAN MAKE even more remarkably, it has expanded the number of volunteers involved in the project from four volunteers in its first year to 70 With an annual gift to FAO, your answer to What’s Closest this second year. Hazel’s wish to bring Christmas joy to children to Your Heart? can simply be creating opportunities through her estate has brought a community together. in Appalachian Ohio. We are using your annual gifts prudently to launch our Pillars of Prosperity grantmaking We’ve seen this time and again. The first fund created for a and to provide the support necessary to help community at FAO was in Guernsey County. The start of this effort transformational initiatives expand to reach more people. inspired over 30 funds to open for the benefit of Guernsey County citizens, totaling $7 million for the county. Last year, these funds Interested in becoming a shareholder in FAO and its gave nearly $500,000 back to nonprofits, schools, and students in Pillars of Prosperity efforts? Some donors make gifts over Guernsey County. One person or one idea often sparks a fire in a period of a few years to more deeply invest in the others when they see how they can be a part of creating change. grantmaking programs of the Pillars of Prosperity while the endowments grow. To become a part of this donor FAO was created to help you make a difference in the ways that movement, contact FAO at 740.753.1111 to learn more. are most important to you. Whether you dream of supporting a specific community, nonprofit, or school or want to give broadly

9 MAPPING OUR IMPACT

FAO partners with donors and communities throughout the 32 counties we serve to help them give to what’s closest to their hearts. Thanks to donors like you, FAO gave nearly 500 grants and scholarships in 2016, totaling over $1.5 million in support to our communities and citizens. We’ve highlighted just five grant stories here.

TRUMBULL COUNTY: Daniel Bancroft is passionate about environmental stewardship. Thanks to a scholarship from the Ora E. Anderson Scholarship Fund, one of FAO’s many HOCKING COUNTY: donor-established scholarship funds, he is studying to pursue a career in Logan High School ecological conservation. students will know first- hand what it really takes to power electronics in our homes by measuring energy used and visiting a power plant where that energy is created, thanks BELMONT COUNTY: to a grant from the AEP All ninth-graders across seven high Access to Environmental schools in Belmont County will receive Education Endowment American Red Cross CPR training Fund, a field of interest thanks to a grant from the Gulfport fund at FAO. Energy Fund, one of FAO’s corporate donor-advised funds.

CLERMONT COUNTY: Students in the Batavia Local School District had the opportunity to become JACKSON COUNTY: artists themselves and perform under the People facing homelessness in Jackson County will bright lights of the stage in Seussical continue to receive transitional housing and other the Musical thanks to a grant from the resources from the Jackson County Homelessness Batavia School Foundation Fund, one of Committee thanks to a grant from the Jackson County FAO’s school endowment funds. Community Foundation, one of FAO’s community funds.

10 FUNDS as of December 31, 2016

Pillars of Prosperity Funds for FAO grantmaking

Arts & Community Education Environmental Health & Culture & Economic Fund Stewardship Human Fund Development Fund Services Fund Fund

COMMUNITY FUNDS Nada Kerr Fund to Support Books for The Scholl Family Foundation Economic and Community Development Community Foundation for Perry Kids in Athens County* Thelma Grace Smith Family Fund* Fund County Tessa Logan Legacy Fund Southeastern Ohio Hunger Fund Emergency Needs Fund Gallia Community Foundation Perry County Historical and Cultural Sara Lee Stevens-Youngs Family Entrepreneurship Development Fund Guernsey County Foundation Arts Society Fund Memorial Fund Hazel Post Fisher Community Fund Harrison County Community William L. Phillips Fund Stockmeister Family Fund Gallia County Arts and Culture Fund Foundation Southeastern Ohio Symphony Orchestra Loran and Shirley Stutz Fund Gallia County Downtown Revitalization Highland County Community Endowment Supporting Families Fund Project Fund Foundation Clovis and Ada Strausbaugh Fund Supporting Student Success Fund Helen Grettler “Got Music” Endowment Jackson County Community Foundation Tostenson Family Foundation Fund Meigs County Community Fund DONOR-ADVISED FUNDS The Charlie Wilson Family Education Dale Hileman Legacy Fund Monroe County Community Foundation Anonymous Fund of the Guernsey Fund Bob and Ruth Holland Community Fund Morgan County Community Fund County Foundation Family of Funds Hoops for Heart VFD Fund Cara and Dominick Brook Family Fund* CORPORATE DONOR- David Hostetler Legacy Fund UNRESTRICTED FUNDS Chad Clay Memorial Fund ADVISED FUNDS iBELIEVE Foundation Bill C. Campbell Memorial Gallipolis/Gallia County Bicentennial Bellisio Foods Foundation ICAN! Classroom Enrichment Fund Endowment Fund Chevron Community Fund I’m a Child of Appalachia Contest Fund Tom and Joyce Johnson Grandma’s Gifts Fund Gulfport Energy Fund The Jenco Foundation Fund Discretionary Endowment Huffman Family Fund Ohio Valley Bank Foundation Leadership Fund Christine Knisely Fund* Statoil Monroe County Energy Fund Longaberger Fund DESIGNATED FUNDS John and Char Kopchick Legacy Fund Robbie and Jack Lyttle Fund to Support William M. and Janet P. Betcher Ed and Carla Lowry Family Fund FIELD OF INTEREST FUNDS Classroom Teachers Memorial Endowment for Library McClelland Fund AEP Access to Environmental Services* Virgie Lee McLaughlin Fund Education Endowment FAO welcomed 20 new funds this Margaret and Frances Channel Fund* JM Morgan Fund Ora E. Anderson Conservation Fund for year, including three future funds Connect Appalachia Broadband Frank and Esther Ricketts Memorial Appalachian Ohio created through estate gifts. Initiative (CABI) Fund Fund Blake and Underwood Student Learning *Indicates new fund opened Gallia County Fair Relocation Fund Kevin Ritz Family Foundation Grant Fund between January 1, 2016 and Leadership Guernsey Fund The Saint Dymphna Fund Children, Youth, and Families Fund December 31, 2016. 11 FUNDS as of December 31, 2016 James R. Milligan Legacy Fund* HAVAR Funds Cambridge Singers Scholarship Donald and Catherine Palmer Morgan County Youth Development Haven of Hope Endowment Jenny Cornelius-Woltz Memorial Scholarship Fund Miriam Hawes Legacy Endowment Fund Scholarship Jack and Clara Reho Scholarship Morgan Foundation Christmas Wish for for the Rolling Hills School District Don Coss Memorial Scholarship Paul Sayanek Scholarship Kids Fund Hocking Area End of Life Care Fund Jeff Cox and Jane Schumacher Cox Winnie Mae Sharpe Education Donald R. Myers Legacy Fund to iBELIEVE in Student Leadership Scholarship Scholarship Support Partnership in Appalachian Endowment* Crooksville Arts Council and Ben and Alyce Shaver Scholarship Ohio Jewett United Methodist Church Community Bank Scholarship* Shawnee Alumni Association Nelsonville Foundation* Endowment Jesse, Olema, and Ralph Drake Scholarship John and Mary Lee Ong Scholarship for Kiwanis Coats for Kids Fund Scholarship Dr. Allen Smith Memorial Scholarship Appalachian Ohio Teachers Paul Knoop Conservation Education William and Frances Dunlap Doug Steele Memorial Scholarship Outreach Emergency Disaster Shelter Fund for the Appalachia Ohio Alliance Scholarship Ariana R. Ulloa Scholarship Fund Landrum Endowment* Lester D. and Thelma I. Ellwood Janet Hursey Koehler Wade Scholarship Partners for Your Health Fund Lewisville & Community Volunteer Fire Scholarship The Weissinger Family Memorial Perry County Hunger Fund Department Fund Bob Evans and Wayne F. White Legacy Scholarship* September 11 Fund Living Word Outdoor Drama Scholarship Robert Woodruff and Charles and Somerset Community Fund Endowment John and Elsie Exenkemper Scholarship Elizabeth Woodruff Scholarship Supporting Community Philanthropy in Ohio Appalachian Collaborative 2.0 Myron Fishel Scholarship* Appalachian Ohio Fund Fund Jennifer Garrison Public Service SCHOOL FUNDS The Yellow Root Fund for Arts, Heritage, Perry County Sportsman Club Scholarship Batavia School Foundation and Culture Endowment Zelma Gray Medical School Scholarship Cambridge City Schools Alumni and Rural Action Fund for a Sustainable Guernsey County Board of Friends Educational Fund ORGANIZATIONAL FUNDS Future Developmental Disabilities Citizens for Rolling Hills School Fund Appalachian Community Visiting Nurses Southeast Ohio Regional Medical Scholarship* Friends of East Guernsey Education Association Fund Center – Guernsey Health Foundation Guernsey County Education Assistance Fund The Athens Conservancy Fund Stafford Cemetery Endowment Grant Fund Goshen Education Foundation* Byesville Rotary Fund Stuart’s Opera House Endowment Bruce and Dolores Hannah Scholarship Husky Education Fund Chester-Shade Historical Association United Appeal for Athens County Paul and Charlotte Hope Scholarship New Haven School Fund Fund Endowment Vincent and Gene Hope Scholarship River High School Alumni and Friends The Clay Center of Ohio Endowment United Seniors of Athens County Inspiring and Supporting Philanthropy Fund* COAD Appalachian Development Fund Award Fund Southern Perry County Academic Earthtouch-Lou DeWein Conservation SCHOLARSHIP FUNDS Susan K. Ipacs Nursing Legacy Endowment Fund Stewardship Fund The AK Steel Foundation Scholarship Scholarship West Union Schools Alumni and Friends Field of Hope Community Campus Ora E. Anderson Scholarship Susan K. Ipacs PN2RN Nursing Legacy Educational Fund Fund* Forrest Bachtel Scholarship Scholarship Friends of the Hocking Hills State Park Lee Beckett Legacy Scholarship Charlene Joseph Scholarship Fund Bellisio Foods Scholarship Mary Kackley-Brill Scholarship The Fund for Appalachian Ohio Catherine Blankenship Scholarship Commander Lambert Scholarship You can learn more about these funds Resilience Briggs Family Scholarship Joseph and Marie Lichtenstein by visiting www.AppalachianOhio.org/ John Glenn Astronomy Park Fund* Murray and Lulu Brown Scholarship Scholarship Funds. Guernsey County Senior Citizen Center Cambridge High School Class of 1957 Madison High School Alumni Fund Scholarship Scholarship 12 GIVING WITH A Visionary Gift and Challenge INTENTION

“What do we want those who love and know us to say about us As Jeff worked with nonprofits in Appalachian Ohio and beyond, when we’re gone?” This is the question Jeff Chaddock, a financial he knew that his own Eulogy Test would lead him to forever advisor, asks his clients and others as they navigate big decisions support those organizations and missions he is passionately and plan for legacies beyond their lives. He calls it the ‘Eulogy Test.’ supporting today.

A son of Appalachia, Jeff grew up in Belpre in Washington County and his heart never left the region. His commitment to Appalachian Ohio led him to FAO and it was in FAO that he discovered a philanthropic partner to make his vision of supporting many nonprofits and causes a reality.

On September 22, Jeff and his partner, Mark Morrow, announced they will give 97% of their estate to benefit Appalachian Ohio nonprofits.They were inspired to publicly announce the planned gift because they hope it will embolden others to join them in planning intentional gifts beyond their lifetimes.

“I don’t care how large or small the amount, to orchestrate your estate planning and your giving is critical,” shares Jeff. “Without planning, you’re in essence negating or reducing your life’s work to not being important. Why wouldn’t we take the same care of our death as we do everything else in our life?”

Friends of FAO gathered at the Zenner House in September for the For a variety of reasons, most Americans have not made plans for announcement of Jeff Chaddock and Mark Morrow’s gift. (Photo Courtesy their estates or feel the plan they have made is incomplete. The of Kellogg Photography) Eulogy Test is a simple way Jeff helps his clients begin the planning process. As Jeff will attest, when it is combined with FAO’s ability “A eulogy should reflect your passion, your obsession, your drive,” to partner as a backbone organization in their planned giving, the says Jeff. “By planning for your gifts through your will, trust, or other stress can be removed from the process and a sense of peace assets, the integrity of your life is not broken by death. Your life’s can take over. work and passion don’t have to stop. I want people to know that it’s okay to plan for their death early.”

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“From my own experience and from working with my clients, I know the feeling of relief that comes when everything is in order,” said Jeff. “It feels like you’ve entered vacation mode. The house is taken care of, nothing is lingering, and now you’re free to relax and enjoy.”

For Jeff, FAO was a perfect partner for his planning. Through FAO, Jeff could plan to leave gifts to multiple organizations. With the tools and expertise to coordinate Jeff’s gift as well as honor his wishes far into the future, FAO brought ease, peace of mind, and maximized tax benefits. Working with FAO also provides the flexibility to change your plan as life changes.

Through the announcement of this gift, Jeff challenged FAO to raise the profile of planned giving and encourage more donors to leave legacies. “FAO offers all of us a kaleidoscope of unlimited opportunities and ways to give. FAO is the perfect one- stop partner to reduce stress about giving and support all of our Jeff Chaddock and Mark Morrow (Photo Courtesy of Kellogg Photography) passions with one plan.” BENEFITTING APPALACHIAN OHIO NONPROFITS Through a single planned gift to FAO and FAO’s one-stop approach to planning, Jeff and Mark will continue to support the causes and organizations they are passionate about for generations to come, including: • The Dairy Barn Arts Center; • The Southeast Ohio History Center; ILLUSTRATING THE GIFT • The Jeff Chaddock Scholarship for Appalachia at Ohio University; • The Kennedy Museum of Art at Ohio University; Thanks to the artistic talents of Kevin • The Ohio University Press; and Smalley, you can see a visual of Jeff • Animal welfare in Athens County. Chaddock and Mark Morrow’s gift to support Appalachian Ohio Through the estate, FAO will also receive the historic nonprofits when you turn the page. Zenner House in Athens to serve the nonprofit community This illustration shows how easily of southeastern Ohio as a center for retreats, events, and you can give to all things closest to meetings as well as honoring philanthropists and emerging your heart through FAO. leaders in the region, in part through the creation of the Chaddock Award for Philanthropist of the Year. (Photo Courtesy of Tim Fitzwater Photography)

14 © 2016 Kevin Smalley © 2016 Kevin Smalley A HEART FOR The Power of Endowment: SCHOLARS The Forrest Bachtel Scholarship Fund

Even from the distance of Omaha, Nebraska, Dr. Harry Keig held a place in his heart for his hometown of Middleport, Ohio in Meigs Haiden English and Kelsie Powell are both 2016 graduates County. He always remembered the impact the teachers in his who credit the Bachtel Scholarship for making their post- town had on his life, and none more significantly than Forrest secondary education possible. Bachtel, a longtime teacher and coach at Middleport High School. With all Coach Bachtel had meant to him, Dr. Keig wanted to find a way to honor his legacy in the community and to help future Haiden English has always been generations of students pursue their education. interested in creating something new. This led her to major in When Dr. Keig died in 2003, he left a gift in his will of $500,000 to start entrepreneurship at Ohio University. an endowment at the Foundation for Appalachian Ohio. The idea “The idea of creating a business is was for the Fund to continue Coach Bachtel’s legacy of serving exciting – there are so many things students forever through a scholarship. you can create,” explained Haiden. She appreciates that people like The Bachtel Scholarship recognizes academic achievement and Dr. Harry Keig created scholarships athletic excellence with awards to a young man and a young woman for Appalachian Ohio students, in each category. In its earliest days, the Fund awarded one-year recognizing their hard work, often scholarships of $2,500, but because of the growth of the endowment with limited resources. at FAO over time, it now awards four students scholarships of $7,500 to be used for up to three years, and will one day grow to four years. The goal is to see the Fund continue to grow in perpetuity, supporting future generations of Meigs High School students. Kelsie Powell discovered her chosen medical field – diagnostic ENDOWMENT WILL GROW WHILE GIVING medical sonography – through job $1 MILLION IN SCHOLARSHIPS shadowing. As part of the allied health program at the University of Establishing gift Fund Anticipated created Rio Grande, Kelsie will learn how Balance: Fund Balance: through a will $700,387.50 $742,000.49 to use ultrasounds to examine begins Fund: $502,563.35 body organs, from a general and •Additional gifts: $47,573.77 •Anticipated scholarships: •Scholarships awarded: $1,142,440.77 to more than cardiovascular perspective. “I want $127,500 to 43 students 145 students to work at a hospital in the region •Grown from a one-year •Will grow to a four-year to a three-year scholarship scholarship to provide quality healthcare to the people here,” explained Kelsie. 2003 2016 2053

17 SCHOLARSHIPS Together, we gave 268 scholarships in 2016. FAO is honored to support 48 donor-established scholarship funds in creating educational opportunities.

AK STEEL FOUNDATION STEM BACHTEL SCHOLARSHIP JENNY CORNELIUS-WOLTZ Alyssa Bartlett SCHOLASTIC AWARD Academic Award MEMORIAL SCHOLARSHIP Kristi Bates Columbiana County: Meigs County: Muskingum County: Nickolas Bates Katie Cook Jaxon Meadows Danae Fields Robin Bodner Gallia County: Kelsie Powell Reanna Frabel Johnny Lively Athletic Award DON COSS Logan Helmick Guernsey County: Meigs County: MEMORIAL SCHOLARSHIP Sondra Jones John Barba, II Haiden English Guernsey County: Makayla LoChiatto Tyler Burris Tyler Fields James Antalis Anna Mallett Highland County: Maurice Lathan, Jr. Miranda Miser Madison Snyder LEE BECKETT LEGACY Zavin Orr Anna Jonét Mitchell Jackson County: SCHOLARSHIP Robert Warne Brady Neuhart Kyle Turner Athens County: Muskingum County: Samantha Perkins Jefferson County: Alisa Kelley Luke Klinehoffer Olivia Rhodes Jayllex Mills Emily McCulloch Cole Larson Samantha Roe Mahoning County: Luke Larson Ryan St. Clair Matthew Heffinger BELLISIO FOODS SCHOLARSHIP Ryan Long Trislyn Treherne Muskingum County: Jackson County: Benjamin Van Wey Randall Tucker Braden Potts Kerrigan Hoover Noble County: Alyssa Williams Scioto County: Peyton Miller Caleb Heller Samantha Workman Morgan Thornsberry Shaw Newsom Ryan Lovette Washington County: Hailee Shover BOB EVANS AND WAYNE F. WHITE Adelaide Hirschi State of Minnesota: JEFF COX AND JANE LEGACY SCHOLARSHIP Matthew Neehouse Zachary Koop SCHUMACHER COX SCHOLARSHIP Adams County: Kaitlyn Seevers Jordan Mack Guernsey County: Christopher Meade Jenny Larrick Colton Meade THE ORA E. ANDERSON SCHOLARSHIP CAMBRIDGE HIGH SCHOOL CLASS Monroe County: Tyler Ryan Muskingum County: OF 1957 SCHOLARSHIP Brooke Jones Athens County: Don Ingold Guernsey County: Kylie Milhoan Winter Wilson Trumbull County: Tessa Foraker Clay Weckbacher Belmont County: Daniel Bancroft Donald Falbo Tuscarawas County: CAMBRIDGE SINGERS LESTER D. AND THELMA I. Columbiana County: Johnathan King SCHOLARSHIP ELLWOOD SCHOLARSHIP Alexandria Smith Guernsey County: Guernsey County: Highland County: Levi Masters Britt Adams Hannah Burns John Barba II Vanessa McGinnis 18 Kassandra Settles Alivia Frazier Sarah Gotschall SCHOLARSHIPS Noah Townsend Brandon Larsen Kaleb Graham Noble County: Cady Lenington Blake Hardesty Molly Scheich Kaylen Morrison Colin Harshbarger Perry County: Megan Heady Sanae Dutiel GUERNSEY COUNTY Logan Helmick Shelby Garey EDUCATION ASSISTANCE GRANT Ayden Howell BOB EVANS AND WAYNE F. WHITE Travis Kunkler FUND SCHOLARSHIP Don Ingold LEGACY SCHOLARSHIP CONT. Ross County: Guernsey County: Joshua Jamiel Hocking County: Mackenzie Brown Cole Bennett Rachel Jamiel Morgan Cottrill Charles Skaggs Trey Bennett Eli Johnson Jackson County: Scioto County: Zachery Beres Chandler Burris Jones Kyle Turner Lena Harvey Eric Black Allison Kenney Abigail Waugh Trumbull County: Robin Bodner Madison Kenney Logan Woodyard Daniel Bancroft Laura Bourne Ian Kerr Jefferson County: Lindsey Barto Samantha Brown Josslyn King Rachel Dziewatkoski Tuscarawas County: Reid Bugglin Clayton Lapp Lawrence County: Johnathan King Manny Burch Kevin Lapp Bailie Brownstead Washington County: Kaylie Callihan Maurice Lathan, Jr. Cody Rawlins Ashton Amos Anthony Carpenetti Elijah LePage Mahoning County: Lydia Beardsley Matthew Dalton William LePage Matthew Heffinger Danielle Darling Dana Davis Sawyer Leppla Noor Khalaylah Cady Lenington Nicholas Dunlap Makayla LoChiatto Victoria Stratton Kaylen Morrison Victoria Dunlap Amelia Lucas Morgan County: Kaitlyn Seevers Jena Dye Tracy Lyons Sarah Beam Hunter Dyer Trent Lyons Muskingum County: JENNIFER GARRISON PUBLIC Danae Fields Anna Mallett April Bartenschlag SERVICE SCHOLARSHIP Lauren Finnegan Levi Masters Quinci Jones Noble County: Alexandria Fraley Clay McCauley Braden Potts Molly Scheich Brittany Fraunfelter Miranda Miser Sydney Prince Washington County: Serra Googins Dylan Moore DONORS GIVE STUDENTS APPLY HOW DO •A minimum of $50,000 to establish a new scholarship, •$10,000 to create a fund that will lend support to At www.AppalachianOhio.org SCHOLARSHIPS existing, needs-based FAO scholarships, or for the scholarships they are eligible for. AT FAO WORK? •Any amount to an existing scholarship.

19 GUERNSEY COUNTY Lacey West WINNIE MAE SHARPE Clinton Boring EDUCATION ASSISTANCE GRANT Kristin Taylor SCHOLARSHIP Austin Collins FUND SCHOLARSHIP CONT. Amelia Wickham Guernsey County: Hannah Dishon William Nelson Austin Wilkinson Reanna Frabel Sanae Dutiel Brady Neuhart Trevor Wilkinson Autumn Garbline Emily Orr Alyssa Williams DR. ALLEN SMITH MEMORIAL Aubrey Hand Samantha Perkins Emily Yanico SCHOLARSHIP Haley Hurst Diana Price Hallie Zimmer Scholastic Award Andrew Jeffers Katelyn Regula Samuel Zimmer Jackson County: Stephan McGrath Kelli Reineccins Katelyn Exline Chelsea Spergin Olivia Rhodes SUSAN K. IPACS NURSING Peyton Miller Traven Wood Kaitlynn Roberts LEGACY SCHOLARSHIP Logan Woodyard Heather Robertson Washington County: Community Service Award ARIANA R. ULLOA SCHOLARSHIP Aaron Ruby Morgan Smith Jackson County: Meigs County: Kevin Scrudders Peyton Miller Charlea Grant Courtney Smith MARY E. KACKLEY-BRILL Abigail Van Allen Kennedy Smith SCHOLARSHIP Logan Woodyard WEISSINGER FAMILY MEMORIAL Erica Snyder Guernsey County: SCHOLARSHIP Christopher Starr Abigail Stratton DOUG STEELE MEMORIAL Seneca County: Nathanael Steele SCHOLARSHIP Samantha Miller Abigail Tatgenhorst MADISON HIGH SCHOOL ALUMNI Guernsey County: Kiersten Taylor SCHOLARSHIP Samantha Brown Kohl Taylor Guernsey County: Caryn Hodges Nathan Thompson Kyle Wells Sarah Thompson SOUTHERN PERRY COUNTY Noah Townsend JAMES R. MILLIGAN LEGACY ACADEMIC ENDOWMENT FUND Trislyn Treherne SCHOLARSHIP SCHOLARSHIP Eric Valentine Guernsey County: Perry County: Katelyn Waggoner Ian Kerr Makayla Alexander Megan Warne Jessica Lucero Garrett Bartley Alexis Weaver Korrie Block

FAO VOLUNTEERS SCHOLARSHIPS Review applications and • Helps donors decide on scholarship criteria ARE SENT DIRECTLY TO THE • Preserves donor wishes in perpetuity recommend the students • Recruits community volunteers who best represent the ACADEMIC INSTITUTION • Promotes scholarship availability donors’ intentions. • Manages scholarship funds

20 fund menu

FAO’S PILLARS OF PROSPERITY FUNDS Endowment funds to support FAO’s grantmaking in areas fundamental to a vibrant Appalachian Ohio: Arts & Culture, Community & Economic Development, Education, Environmental Stewardship, and Health & Human Services.

ANNUAL GIFTS, UNRESTRICTED FUNDS, & SHARES Funds FAO will use to advance programmatic initiatives in the Pillars of Prosperity areas while FAO is building the permanent endowment described above. The first focus will be to projects that are transformative, sustainable, and likely to help many communities and citizens. Gifts of all sizes make a difference. Donors pledging $32,000 or more are recognized as shareholders.

COMMUNITY AND FIELD OF INTEREST FUNDS Funds FAO or a local committee will designate for the benefit of a specific geographic community or charitable purpose.

DESIGNATED, ORGANIZATIONAL, & SCHOOL SYSTEM FUNDS Funds established to provide support to a specific nonprofit, public organization, school, or classroom. The leadership of these organizations will advise FAO on the use of grant dollars.

SCHOLARSHIP FUNDS Funds to support students in post-secondary education. Donors have a choice to recommend their own volunteer scholarship selection committee or to assign this task to FAO’s Scholarship Review Committee.

DONOR-ADVISED FUNDS Funds donors create within FAO that function similar to a private or family foundation. Donors can make a gift or gifts to FAO, receive an immediate tax deduction, and then use the fund to support charitable causes they care about far into the future.

21 OUR CALL TO ACTION Appalachian Ohio’s Philanthropy Gap

Appalachian Ohio is in the midst of a battle with generational poverty. A great many of our citizens face barriers to educational, economic, and Philanthropic Dollars Per Capita essential quality of life opportunities. At the root of these many challenges, we find an under-capitalization in philanthropic support thwarts efforts to $7,000 $6,663 solve deeply-rooted challenges. $6,000 If we look at the availability of philanthropic assets statewide, we find $5,000 our citizens have access to $770 in per capita philanthropic support while Ohioans outside of our region have access to $6,663. This means $4,000 fewer scholarships available to our graduating seniors, fewer programs to help struggling families, less support for public safety concerns, and less $3,000 investment in and exposure to the arts in all forms.

$2,000 Closing the philanthropy gap in our region will unleash the potential of our region’s changemakers. When we, as donors, choose to invest in the areas $1,000 closest to our hearts, our philanthropic actions will combine to have the $770 effect of improving every aspect of the region’s quality of life. $500 As we close the philanthropy gap, our region’s communities and citizens will Ohioans Appalachian have the support necessary for solving generational challenges. Outside Ohioans Our Region

Source: Foundation Center 2016

MEASURING RESULTS Follow our region’s progress in the Regional Opportunity Scorecard and look for the newly- released 2017 edition March 1, on our website at www.AppalachianOhio.org.

22 I’M A CHILD OF APPALACHIA® NETWORK MEMBERS January 1 through December 31, 2016 Thank you to all those who made unrestricted gifts to the Foundation for Appalachian Ohio. Please see page 9 for more information about how your unrestricted dollars are used at FAO!

INDIVIDUALS Myles and Anne Kiphen Maribeth Wright Peoples Bancorp Foundation* Greg and Eileen Adams* John and Char Kopchick* Ryan and Carol Wright* Pioneer Pipe* Anonymous (24)* Nancy Lahmers and Pete Sanderson* Jo Ellen Diehl Yeary* Rocky Brands* Michael and Jo Ann Bartimus Matthew Lokay Nancy Lusk Zimpher* Schooler Family Foundation* Brock Berenato Jeff Lyttle and Cathy Mayne Lyttle* STAR Engineering* Joseph and Lynda Berman Roger and Mary Beth Mace Statoil Energy* Shirley Dunlap Bowser* Dr. R. Craig Mathews ORGANIZATIONS Sara Lee Stevens-Youngs Family Merom and Judith Brachman Shirley McClelland* AEP Ohio* Memorial Fund* Cara and Dominick Brook* David McCoy and Christine Knisely Amazon Smile J.W. and M.H. Straker Charitable Mike and Pam Brooks* Charles D. McGinnis Bagel Street Deli Foundation* Stuart and Denise Brooks* Robert and Gayle McLaughlin* Baird Brothers Company Foundation* The Dog Studio Kenner and Margene Bush* Charles and Marilyn Mechem* Battelle The Staley Fund Marianne Campbell* John Molinaro Bellisio Foods* TS Training Solutions Jeffery D. Chaddock and Mark Morrow* Geoff and Denise Morgan* Jack and Sandy Bortle – Hampton Inn US Bank* T.J. Conger* Rebecca and Charles David Mustine and Fairfield Inn & Suites* Terry Conner* Don and Joy Padgett* Chevron*

Susie Conner* Paul and Marnette Perry Columbia Pipeline Group* IN HONOR OF Jeff Chaddock Ron and Lynn Cremeans* Paul and Debra Prater William H. Davis, Dorothy M. Davis, Ron Strickmaker Matthew Daugherty Charles Rose William C. Davis Foundation* Greg DiDonato Linda K. Rothman Duke Energy* FAO Board of Trustees* Bill and Donna Dingus Christiane and Mike Schmenk* IN-KIND Rebecca Dingus Dave and Valerie Scholl* Finance Fund* Tamara Dosch Robert Selder Fleegal Family Fund of the Columbus Christa Myers Gifford Doxsee Joan and Lester Sheehan Foundation The Magic of Eric Myers Matthew Elli and Dawnell Graham* Fred and Peggy Shriner Fox Foundation* Markay Cultural Arts Center Jacqueline Evangelista Jennifer and David Simon* Gulfport Energy Corporation* Stuart’s Opera House Sally Evans* B.J. Smith* ICF Foundation* Southeast Beverage Company Katy and Doug Farber Samuel and Sharon Speck JPMorgan Chase* Terry Fleming* Guy Spriggs* Keybank* David and Joanne Frantz Rob Stein* Kidd Family Foundation, Reliable Clyde Gosnell* and Louise “Omie” Alan and Susan Stockmeister* Staffing Services, Mt. Zion Animal Warner* Janet Shaffer Stout Clinic* Clay and Alice Graham* Ron and Calista Strickmaker* Longaberger Foundation* Barbara and Drew Hansen* Governor Bob and Janet Taft Longleaf Foundation* Michael and Carolina Holtz* Steve and Kelly Theodosopoulos McDonald Hopkins* James Hooks Theodore Thomas MPH Hotels* Bonny and Jack Huffman* Mary K and Marty Walsh Ohio Arts Council* * Indicates Shareholder. Mike and Amy Jacoby Bruce and Marilyn Wentworth* Ohio CAT* BOLD indicates Cornerstone Robert H. “Tad” Jeffrey* David and Degee Wilhelm* Ohio University* Shareholder. Tom and Joyce Johnson* Wilson Family* Ohio Valley Bank* Ohio’s Electric Cooperative

23 THANK YOU to all who made a difference by giving to a fund at the Foundation! January 1 through December 31, 2016

INDIVIDUALS Al and Jill Burger Trent Cubbison Michael Geringer G. Gregory Abraham David and Lisa Burleson Duane and Loretta Dallman Larry and Joyce Gerstner Phillip Ackerman Kail and Phyllis Burleson Ruth Bope Dangel James and Sara Gilfert Matthew Ackermann Kenner and Margene Bush Raymond Darnell David and Angela Gilliam John and Alma Allen Larry and Carol Caldwell Connie Davidson Gene and Bonnie Goldsberry William and Sharon Allen Clint Cameron Ronald Davis Michael Goodwin Karen Anderson Janet Campbell Louis Dawkins Clyde Gosnell Marc Ankerman Marianne Campbell Mary Lou and Lincoln Dearth Christine and Robert Gotfried Anonymous (25) Sharron Carruth Dan and Diane DeLawder Glenn and Jacqueline Graham Bryan Anstaett David Carter Sonja Delaney Leonard and Phyllis Greenberg Jeffery Atwater Michael and Betty Jo Carter Chris Demel and Claudia Mark Gresham Chris and Tom Atzberger Jeffery D. Chaddock and Mark Morrow Gonzalez-Vallejo Helen Grettler Laura Auxter Jennifer Chandler Jeff Dennis Gregory Grimm James and Lois Baker Shayna Chapman-Burris Dean and Cathie DeRolph Jeffrey and Judith Grimm Jean and Marvin Baldridge Melissa Chorey Judy and Jerry Dillon Norma Ruth Groh Laci and Matthew Balster Raymond Chorey Joanne Dole Scott Gutridge Robin Barebo and Terry Radekin Sheryl Chouinard Garrett Dowdy Wade and Julie Guzdanski Scott Barr Leisa and Jeffrey Christafore Anna and Dale Downey Linda Haines Benjamin and Mary Bartilson Marcia Christie David and Karen Duell Terry Halley Nancy and Virgil Bartlett Ron and Brenda Clark D. Reber Dunkel and Kathryn Kight Stephen Hankison Matt Bealater Michael and Jackie Cluxton Dwight and Angela Dunn David Hardy Levoy Beckett Terry Coffman Christopher Dutton Angela Harkness John Bendfeldt Alan Cohen Brent and Teresa Eastman Teresa Harper David Bennett Dean Cole Jonathan Edwards Joe Harrington Chad and Angela Bice John Cole Karen Elliot Jennifer Harris Beau Billet Tim Cole Mary Ennis and Jeremy Keller Nancy Harris Kim and Ray Blackburn Maralyn Conaway Dr. Ronald and Joyce Erkis Stanley and Doris Harrison Charles and Carol Blyth TJ Conger Margaret Evans Jean Hawkes Pier PZ Bocchini Janine and Norman Conrad Barth Falkenberg Charlene Hayden Brooke Bockelman Garth and Amy Coombs Robert and Dottie Fellure James and Rita Haynes Joshua Bodimer Beverly Cooper Barbara Fergus William and Mary Heck Mary Tharp Bope Mary Boone Costello Cynthia Ferguson Mary Lou Heinrich Joe Bostic Jill Cottone Terry and Judy Fleming Ronald and Mary Henry Donald and Theresa Bowers Ken Cottrill Lawrence Flick Joann and Edwin Hensley Marjorie and Steve Braden Jeff Cox and Jane Schumacher Cox Chalisa Fonza Glenn and Nancy Hetterscheidt Cara and Dominick Brook Kory Crabtree Joe and Melinda Foster Edwin Hetzer Shoshanna Brooker Linda Crabtree Robert Foster Dale and Gloria Heydlauff Mike and Pam Brooks James Craft Karen Frank Nora Hiland John and Linda Brose Jameson Crane, Sr. Linda Richards Franklin and Fred Gord Ronald and Marilyn Hinebaugh Ashley and Dustin Brown Jameson and Meredith Crane David Fryfogle III Kenneth and Nicole Hines Chad Brown Loann Crane Roy Gabbert, Jr. Jan and Tom Hodson Joan Brown Paige and Michael Crane Peter Gaudet Kathie and David Hoffman Kenneth and Adele Browne Dr. Rob and Shannon Crane Mary Geissman Dorothea Hoffner Greg and Lynne Browning Ron and Lynn Cremeans Lynn Gellermann Connie Holcomb Joe Browning Molly Cribbet Ryan Gensler Larry and Sheryl Holdren Melissa Burchfield Jaime Crooks Kristina Borovicka Gerig Alma and Ron Hoopes 24 THANK YOU to all who made a difference by giving to a fund at the Foundation! January 1 through December 31, 2016

Jay Hostetler and Cherri Hendricks Richard Lawrence David Moore George Richards and Deb Bower Sarah Hubbell Susan Lawrence Sharon Morel Marion and Patricia Riffle Cheryl and Joe Hubble Larry Ledford C. David Morgan William Riffle Sharon Huffman Lori Lee John Morgan Brian and Anne Ritchey Edith Hughes The Lestini Family Ann and Richard Moseley Cheryl and Roger Ritton Martin Hughes and Mary Ann Schindler Michael Lisi Judith Mosier Emmet Robertson Mary Jo and Steven Hull Sergio Lopez Debra and Timmy Mosser Audrey Robinson Fran and Darrell Hutchinson Philip Ludwig II Carol and Thomas Mount Michelle Robinson Hillary Hutchinson Bess and John Lusk Ryan and Tara Moyer Alvin Rodack Joseph Ipacs Kim Lust Dr. Douglas and Martha Myers William Roddick and Whitney Crane Vicki Irwin John Lyons Eric Myers Joanna Rogers Shannon Italia Vee and Steve Lyons Joseph and Valorie Myers Erica and John Rohrich Cynthia Jacobs Jeffrey Lyttle and Cathy Mayne Lyttle Kelly Myers Ruth Ann Roth Melissa Jamison William and Regina Mahle Lori Napier Lynn Last Rothstein and Dr. Mark Karen Jennings Dr. James Mahoney Richard Nash Rothstein James and Eva Johnson Gus and Jan Maragos Wilma Nelms and Mary Smith Jennifer and Travis Roton Todd Johnson Kathryn and Paul Maragos Maloy Nelson, Jr. Thomas Ruebel Tom and Joyce Johnson Elisabeth and Keven Martin Richard and Karen Newlon Lisa Ryan Brian and Jeanne Jonard Sherrill and Charles Massey Tamara Lea and Robert Nichols Joe Sabo Barbara and Fred Jones Timothy and Pamela Massie Bill and Susan Noll Peggy Sanders John and Janise Jones Sandra and Craig Mathews Kristin Noneman Kevin Scheel John Josephson Keith Maxwell Roderick and Cathy O’Donnell Christiane and Mike Schmenk Kathleen Kanipe William and Carole McAfee Paul and Joyce Oechsle Susan and Phillip Schneider Brian Katz Kevin and Joni McCune Jennifer Greenwald Ohara James Schoultz Ross Kayuha Sharon McDermott Ariana Olavarrieta Robert and Blythe Schubert Heather and Chad Keesee J. Richard and Susan McFarland Joseph and Paula Oliverio David Scragg Miriam Keith John and Judy McGaughey Don and Gail Olson David and Carrie Scragg Becky Kellum Lois McIntire Dolores Opich Arlean and John Selvy Kathryn Kelly Letitia McKelvey Jack Park Elizabeth Seng Richard C. Kendall, Jr. Brenda McKnight Betsy Lee Patterson Maureen Sharkey Gloria Kent James McLaughlin Catherine and John Paulus Brenda and James Sharp R. Kenneth Kerr III Robert and Gayle McLaughlin Denise and John Payne Ben Shaver Christopher and Lynda Keylor John Mecom Jr. Cynthia Pekkanen Joan and Lester Sheehan Greg Kidwell Virginia Meharg Jack Pesicka Holly and Todd Shelton Virginia Kinney Eric Meister James Pierce Amy Shepherd Kathleen Kissel Hillarie and Joshua Michaels Debi Vanway Pingle Michael Sheppard Betty and Donald Kitchen Connie Miley Alice and Tom Polo Todd Shinkle Tracy Kitts David and Cathy Miller Anita and Steven Pompey Natalie Shoentett Emily Klein Robert Miller Phillip and Mary Pope Randy and Rita Shrider John and Theresa Klein C. Ann and Kinsey Milleson Mary Jane Pope-Albin Robert and Nancy Shumaker Patrick Klein Dale and Kelly Milligan Barbara Radekin Eva Sieber Christine Knisely David and Anna Mizer Gary Rajan Natalie and Nathan Simmons Janet Koehler-Wade Jane Mong Robert Rasor Dennis and Laura Sizemore Theresa Kusher Christopher Moody Robert Redfield Jane Ann and Edward Slagle Warren and Dorothy Lapp Phyllis and Keith Moody Linda Remmert Sally Slattery Suzanne and Charles Larson Christopher Mooney Bruce Renard B.J. Smith 25 THANK YOU to all who made a difference by giving to a fund at the Foundation! January 1 through December 31, 2016 Richard Smith Joseph and Judith Webster Bellisio Foods East Guernsey Local School District Thelma Grace Smith June Wells Belmont Ridge Christian Church Eckert Cold Storage Rita Spiers Edward Wen Belpre Area Chamber of Commerce EcoLab Kaye and Richard Spiker Julie Werring Belpre Woman’s Club E.P. Ferris & Associates Susan Spinelli John West BEMIS Company Farmers Bank and Savings Company Fred and Karen Steinbrecher Patricia Dorton Whitaker Bidwell Trustworthy Hardware Feed Stop Betsy Stevenson Neomia White Bob Evans Farms Field of Hope Community Campus Jennifer Stewart Dr. Rae White The Louis P. and Antoinette Bonasso First Baptist Church Joly Walton Stewart Pat Whittington Fund of The Catholic Foundation Flour-B&W Portsmouth LLC Michal Stimson Phyllis Whobrey Bruce Packing Company Foster Sales and Delivery William and Jeri Stimson Ricky and Charla Whobrey Byers, Minton, & Associates Francis J. Paulus Insurance Agency Alan and Susan Stockmeister Courtney Wilkens and Simon Hogan Byesville Rotary Club Fratellis/Tuscany Italian Restaurants Janet and Dan Stoffel Paula Williams Cambridge High School Class of 1939 Gallia County Agricultural Society Daniel Stojevich Sam Williams Cambridge Singers Gallia County Local Board of Education Kurt Strickmaker Steven and Karen Williams Canneto Studios Genesis Healthcare System Ron and Calista Strickmaker Robert and Tammy Wilson Cardinal Health Foundation Genesis Human Resources Cheryl and John Stump Wilma Winkler The Carmichael Agency Graham & Graham Company Loran and Shirley Stutz Darlene Winland Centre Partners Management Greater Columbus Arts Council Terence and Deborah Sullivan RD and Steph Winland Century Distributors Greater Columbus Convention and Steve Suver John Winnenberg Century National Bank Visitors Bureau Carol and Timothy Swart Lilian Winnenberg CGI Technologies Greater Columbus Sports Commission Judith Tansky Sarah Winters Channel Trust Green Tire and Exhaust Shawn and Elysia Taylor Janice Wolfe Chapel Hill Church Guernsey County Board of Christine Thomas John Wolff and Tanny Crane Chardon Laboratories Developmental Disabilities Leigh Thomas Kevin Wood Chris Fisher and Sons Trucking Gulfport Energy Corporation Theodore Thomas Robert and Elizabeth Woodruff Citizens Deposit Bank Gurrentz International Corporation Margo and Joseph Thompson Robert and Marjorie Woodward Codino’s Foods H&R Block Orville Thoroughman Karen Woodworth Coffman Insurance Agency Haffelt’s Mill Outlet Michele Timmons Greg Workman Columbus Investment Advisory Hall Financial Advisors Dr. Jerry Titko Maribeth Wright Columbus Vegetable Oil Halliday, Sheets and Saunders Kenneth Triplett Michelle and Brian Yanok Commac Foods, Inc. (Frisch’s Big Boy) Hannibal United Methodist Women Tom and Jan Trump Rhonda and Raymond Young Community Foundations, Inc. Hazel Syphers Estate Richard Tuttle Cox Seed Sales Heritage Financial and Investment Sergio Ulloa Crane Group Services Cintia Ulloa-Hays ORGANIZATIONS Creature Weekend Holzer Pediatricians Kelly and John Vernon A&K Ready Mix Crisenbery Electric Illdreth Rebekah Lodge No. 847 Lindsay Vincent and Michael Balsimo Advanced Food Systems Crooksville Arts Council Immanuel United Church of Christ Mark Vineis AEP Crothers Electric, Inc. J&J Appraisal Services Rick Wachehut Agri Gypsum Lime Services Crown Excavating Jeni’s Splendid Ice Creams Matthew Walla Air Products Foundation Dairy Barn Arts Center JPMorgan Chase Bank Robert and Marcia Wallace American Legion Auxiliary Post 58 Dakota Growers Pasta Company Kershaw Foundation Charitable Trust Martha Walther Athens Boarding Kennel Darrell Caldwell Trucking Kirker Insurance Kenneth and Carol Ward Attitude LTD. William H. Davis, Dorothy M. Davis, Koch Foods of Cincinnati Donald and Judy Warehime AurGroup Financial Credit Union William C. Davis Foundation Kokosing Construction Company Matt Warende Bank of America Foundation Dayton Firefighters Federal Credit Union Korner Convenient Store Louise “Omie” Warner Batavia Local School District Dennis & Nelson Insurance Group Kroger Battelle 26 THANK YOU to all who made a difference by giving to a fund at the Foundation! January 1 through December 31, 2016 Kyger Dental Associates Precision Signs & Graphics Total Quality Logistics Dale Hileman L&L Scrap Metals Recycling Prime, Inc. Tri State Fireworks David Hostetler Lecrone Sanitation Princeton-Bell Company Tri-County Career Center Regina Kettler Lee Industries Pythian Sisters Tri-Valley Local Schools Betty Kissel Leslie E. Small Trucking Reliable Staffing Services Trinity United Church of Christ John Kissel LS 2 Printing RESA 5 (Lewisville) Mary Knauer M&G Polymers USA Riceland Foods Triple T Transport Dr. Quentin Knauer Marietta Welfare League Riesbeck’s Food Market Tuscany Italian Restaurant Dea Knight Mark Porter Ford River High School Alumni Association United Healthcare Systems Fred Kreitz Mark Porter GM Superstore Riverbend Animal Clinic Unique Auto Care Vicki Lanning Marsh & McLennan Agency Rocky Brands U.S. Durum Milling Martha Laufman Maysville Local School District Ron Rothenbuhler Trucking Village Bakery Cafe Tessa Logan McLain, Hill, Rugg & Associates Ross County Board of Developmental Vorys, Sater, Seymour and Peese Anne Louiso Micheli, Baldwin, Northrup, LLP Disabilities Welsh Electric Ben Lowder Milliron Clinic Rotary Club of Belpre WesBanco Bank – Southeast Ohio Katie Massie Montgomery Trucking Company Roundtree Rentals Region Joyce Ellis McClanahan Morgan Stanley RVC Architects WesBanco Bank – Wheeling Robert Miller, MD Mount Tree Service Safe Auto Employees West Union High School Alumni Donald R. Myers MRM Construction St. Paul’s Trail Run Ladies Aid Society Association Patrick Rose MS Consultants Sardis Community Welfare Club WestRock Marjorie Speidel Muskingum County Community Save-A-Lot Bidwell Wiseman Agency Tommy Joe Stewart Foundation Servpro of Jackson and Gallia Counties Wood County Board of Education Elaine West National Bank of Adams County Settlers Bank Woodland Centers Jack Workman Nationwide Children’s Hospital Shake Shoppe Woodsfield Kiwanis Club Nelsonville Restoration Foundation Sharefax Credit Union Woodsfield True Value Home Center IN HONOR OF New Life Church Benevolence Missions Shawnee Alumni Association WSA Studio Lizzie Atzberger Nikken Foods USA Shipman Heating and Cooling Zane Foodmart John Atzberger Noe and Saunders Smith Chevrolet Zion United Church of Christ Janet Campbell North Valley Bank Smith Financial Advisors of Hilliard Marianne Campbell Norris Northup Dodge Lyons IN MEMORY OF Jeff Chaddock Ohio Credit Union League Southern Local School District David Altizer The Dog Studio Ohio Regional Development Corporation State Farm Insurance Agency Ora Anderson William (Bill) Dunlap Ohio University Credit Union State Farm Mutual Insurance Company Fred Baker Helen Grettler Ohio Valley Supermarkets Statoil Energy Nola Baker Becky Hart OhioHealth Super 8 Bernice Bolyard David Hostetler Old Mill Craft Beer Swiss Valley Farms John H. Brodt Judy Johnson One Source Food Solutions The Community Bank Janice Bryant Miriam Keith Optimist Club of South Columbus The Homan Foundation Hazel Burkhart Dick Kendall Osteopathic Heritage Foundation of The Ohio State University Bill Campbell Linda (Springer) Kendall Nelsonville The Ohio Valley Bank Fred Cavey Nada Kerr Passion Play Morgan County Thompson Insurance Charles DeLawder Mary Knauer Peoples Bank Thrivent Financial Elizabeth Reber Dunkel Dr. Quentin Knauer Phalarope Fund of the Community Time Warner Cable Ralph E. Dunkel Tessa Logan Foundation of Sonoma County TLW: Transportation Leasing and William (Bill) Dunlap Sue Lewis Pleasant Valley Hospital Warehousing Nancy Groom Ron Strickmaker PNC Foundation Tommy Time Productions Becky Hart 27 HELPING YOU WITH YOUR CLIENTS THANK YOU to all who volunteered their time and talent in 2016: FAO was founded on the belief that we can all create greater Deborah Adam Kris Puskarich Dave Caldwell opportunities for the citizens and communities of Appalachian Ohio Ada Adams Jim Salyer Andrew S. Dix when we work together. There are many partners across and beyond Jean Andrews Melody Sands Jeff East our region who are instrumental to FAO’s mission. Darnita Bradley Jim Schoch Judge David A. Ellwood Tom Bork Barb Shelton Miguel Genel

Jenni Bovyak-Lewis Jesse Stock Daniel Padden We would like to thank our Professional Partners who are an essential Jessica Branner Cory Taylor David Wilson part of connecting their clients with the philanthropic services of the Joseph Campbell Sergio Ulloa Maribeth Wright Foundation for Appalachian Ohio. These partners include financial Marianne Campbell Mary K Walsh Misty Casto Paul Webb Harrison County advisors, attorneys, accountants, and insurance agents. We are Community Foundation honored to help all donors make a difference in what is closest to Debbie Cherry Sarah Webb Ray Chorey Lauren Worley Fund their hearts and are here to help our Professional Partners serve their Ryan Collins Jack Wright Allison Anderson clients with philanthropic expertise to aid personal planning and Julie Cohara Rebecca Zurava Lori Milleson positively impact Appalachian Ohio. Barbara Conover Scott Pendleton Mike Davis Community Foundation Bob Positano Matthew Puskarich INVESTMENT ADVISORS The Chaddock Group of Ameriprise Chris Demel for Perry County Fund Janine Conrad John Tabacchi Financial Services, Inc. – Jeffery Pat Dillon Teresa Cowden, Edward Jones Judge Luann Carolyn Fisk Jackson County Daniel Engard, Wells Fargo Advisors Chaddock Cooperrider Kate Fox Community Foundation Tyler Hawk, Edward Jones Robert J. Christie, Attorney Jeff Dennis Teresa Fulk Fund Greg Hossman, Peoples Bank John Gerlach & Company LLP Tony Fiore Gary Goosman Sandy Borden Ed Lowry, Edward Jones Heritage Financial & Investment Services, G. Courtney Haning Sharon Hatfield John Jones LLC – Nikki Baker-Lude Deb Hutmire Brent Markley, Stratos Wealth Advisors Amanda Hedrick Cindy Kidd Mayor Tom Johnson Channing McAllister, Edward Jones HPM Partners LLC – Bob Smith John Hemmings Susan Stockmeister John McGaughey Pete Mikula, Edward Jones Lilley & Saving Co., LPA – Abigail Saving Van Henry Carol Wright Tim McLain David Slates, Slates Wealth McLain, Hill, Rugg & Associates, Inc. – John Hoag Jan Hodson Chris Mooney Monroe County Management Group of Wells Fargo Tim McLain and Megan Durst Crystal Howard John Winnenberg Community Foundation Advisors The Moyer Group – Merril Lynch – Joseph Ipacs Kevin Wood Fund Mark Moyer and Ryan Moyer Charles Schwab Melissa Jamison Nikki Baker-Lude Gallia Community Nelsonville Home & Savings Bank – Cindi Kerschbaumer Ryan Moyer Foundation Fund Steve Cox Brandon Kern Karena Reusser PROFESSIONAL PARTNERS Shayna Chapman Rea & Associates – Maribeth Wright Hayley Kick Gwynn Stewart Bricker & Eckler LLP Melissa Clark John A. Wells, Attorney Myles Kiphen Matt Johnson David LaPalombara Morgan County Jodie McCalla Penrod Kim Lovejoy Community Fund Contact the Foundation for Appalachian Ohio at 740.753.1111 to Robbie Pugh Carla Lowry Melanie Baldwin become a part of our Professional Partners group and visit Brynn Saunders John Lyons Quincy Robe www.AppalachianOhio.org to learn more about the services Patrick Saunders Doug McCoard John Wells available for Professional Partners and their clients. Scott Saunders Eric Myers Kelsey Wells Jimmy Wiseman Daniel Neff Dick Wetzel Did you know? Mike Workman Sherri Oliver Guernsey County Donors establishing a fund over a certain threshold may recommend Susan Phillips Foundation Fund FAO use their preferred investment advisor to manage the fund. This Karen Pidcock William Black

is one of the ways FAO’s circle of Professional Partners grows. Paul Prater Cindy Bond 28 STATEMENTS OF FINANCIAL POSITION HISTORICAL COMPARISON

December 31, 2016 December 31, 2015 December 31, 2014 December 31, 2013 December 31, 2012 Unaudited Audited Audited Audited Audited

ASSETS

Cash and Cash Equivalents $ 3,159,484 $ 2,163,415 $ 1,901,421 $ 1,665,382 $ 1,033,958 Investments 20,801,999 17,388,478 16,756,856 13,028,613 10,193,890 Pledges Receivable and Other Assets 1,131,395 1,398,104 1,533,290 166,734 249,609 Property and Equipment, net 502,588 535,166 559,309 589,234 663,210

TOTAL ASSETS $ 25,595,466 $ 21,485,163 $ 20,750,876 $ 15,449,963 $ 12,140,667

LIABILITIES AND NET ASSETS

LIABILITIES Liabilities $ 213,993 $ 85,656 $ 124,058 $ 50,679 $ 45,888 Organizational Funds Held for Others 3,243,532 2,035,545 1,852,481 1,815,798 1,579,998 TOTAL LIABILITIES 3,457,525 2,121,201 1,976,539 1,866,477 1,625,886

NET ASSETS Current Operating 2,718,474 2,901,641 3,183,641 2,434,474 2,428,546 Donor-Advised and Designated 2,448,495 2,660,298 3,304,735 2,810,133 2,259,408 Board Designated Operating Reserve 1,432,628 1,389,512 1,333,208 - - Operating Endowment 767,481 794,831 801,990 748,752 649,608 Endowments Pillars of Prosperity 299,204 115,989 14,923 - - Scholarships 5,410,467 5,132,133 5,188,840 4,214,575 2,520,703 Donor-Advised and Field of Interest 5,608,044 4,136,644 3,045,977 1,701,836 1,278,586 FAO Discretionary Grantmaking Funds 1,173,552 1,157,592 1,098,431 1,076,958 994,348 Other 2,279,596 1,075,322 802,592 596,758 383,582 TOTAL NET ASSETS 22,137,941 19,363,962 18,774,337 13,583,486 10,514,781

TOTAL LIABILITIES AND NET ASSETS $ 25,595,466 $ 21,485,163 $ 20,750,876 $ 15,449,963 $ 12,140,667 FINANCIAL SUMMARY 29 OUR “I chose FAO because they had the unique combination of competence and kindness.” TEAM – Joe Ipacs, Susan K. Ipacs Nursing Legacy Scholarship Fund Founder

2016 BOARD OF TRUSTEES Jeffery D. Chaddock Robert “Mick” McLaughlin Richard Duncan Franklin/Athens County Clermont County Director of Outreach, Guernsey, Perry, Private Wealth Advisor, The Chaddock Retired Associate Dean, University of and Morgan Counties OFFICERS Group/Ameriprise Financial Services, Cincinnati Chair Inc. Jim Rocchi Director of Outreach, Eastern Ohio Ronald Strickmaker Terry P. Fleming Athens County Franklin/Washington County Lesa McDaniel Partner, StoreFlix! Retired Executive Director, Ohio STAFF Gift Planning Associate Petroleum Council Cara Dingus Brook Vice Chair President & CEO COMMUNICATIONS & PROGRAMS Christiane W. Schmenk Nancy Lahmers Franklin County Franklin/Guernsey County Maureen Sharkey Megan Wanczyk Of Counsel, Bricker & Eckler, LLP Retired Executive Director, The Ohio Executive Assistant and Vice President of Communications State University – Fisher College of Associate Secretary of the Board & Programs Secretary Business FINANCE & ADMINISTRATION Kelly Morman Ron Cremeans Mike Moore Communications & Programs Coordinator Washington County Martin Adam State of Oklahoma VP & General Manager, Plant Chief Financial & Administrative Officer Chief Executive Officer, Gulfport Energy Operations, PJM Gas Operations, Corporation William Courson Dynegy, Inc. Chief Investment Officer CONTACT US Alan Stockmeister Treasurer Jackson County Phyllis Moody Foundation for Chairman, Elemetal, LLC; Manager, TJ Conger Controller Appalachian Ohio OPM Metals, LLC; Chief Executive Franklin/Jackson County PO Box 456 Officer, Echo Environmental, LLC Partner, John Gerlach & Company, LLP Courtney Giffin 35 Public Square Accounting Clerk Nelsonville, OH 45764 David Wilhelm MEMBERS Franklin/Athens County DONOR SERVICES Mike Brooks Chief Strategy Officer, Hecate Energy Phone: 740.753.1111 Athens County Holly Shelton Fax: 740.753.3333 Vice President of Gift Planning Email: [email protected] Chairman of the Board & Interim CEO, EMERITUS Rocky Brands, Inc. Marianne Campbell Heather Keesee www.AppalachianOhio.org Gallia County Vice President of Gift Planning, Retired Executive Vice President, Holzer Southern Ohio Medical Center

30 FOUNDATION FOR APPALACHIAN OHIO

VISION For the citizens of Appalachian Ohio to live in a region abundant with possibilities.

MISSION To create opportunities for Appalachian Ohio’s citizens and communities by inspiring and supporting philanthropy.

35 PUBLIC SQUARE • NELSONVILLE, OH 45764 • 740.753.1111 • www.AppalachianOhio.org