Annual Report

2016 ANNUAL REPORT

UNION COUNTY FOUNDATION

Invest Today . Shape Tomorrow.

A MESSAGE FROM THE EXECUTIVE DIRECTOR

2016 - The Year in Review

We are grateful for another year of growth at the Union County Foundation. Our menu of Funds has increased to over 90 which represents a healthy 10% increase from last year. And it seems like every time we turn around we are receiving an inquiry asking how to start a scholarship fund. Through the outstanding efforts of UCF Director of Finance Sue Devine, our online scholarship platform continues to be among our finest offerings. Students, school guidance counselors, recommendation letter writers, and application evaluators all agree the program is outstanding. We are proud to have awarded in excess of $500,000 in scholarships over the last five years. The Foundation’s charitable reach is substantial but nothing we do is more important than supporting post secondary education through these scholarships.

Also of note in 2016 we successfully hosted our second annual Marysville Charity Car Show and UCF Covered Bridges Tour (cycling event). Both of these events serve to create awareness about the Foundation and to raise important dollars in support of our operations.

At our annual Foundation Celebration event we were pleased to be able to honor the Lee Family of Marysville. The Lee’s have been friends and supporters of the Foundation for four generations. Gary Lee was a founding trustee and in many ways responsible for the Foundation’s trajectory of growth. Thank you Gary and family!

Each year brings new challenges and new opportunities to our staff and board. Our pledge is to continue to work diligently to advance the Foundation and in turn make our Union County Communities even better places to live, work, and raise our families. With the help of the fine people who support us, we will continue to be a positive influence and a catalyst for “good.”

Special thanks to the men and women that comprised our 2016 board of trustees: Chad Hoffman (Chr.), Mardy Hanlon-Stolte (Vice Chr.) David Allen (Treas.), Dr. Victor Trianfo (Sect.), Dr. Charlotte Agnone, Ken Boehm, Jim Cox, Bruce Daniels, Eugene Mayer, Joseph Mitchell, Dr. Jennifer Morrison, Chris Schmenk, Alan Seymour, Jim Vandre, Carol Young Ph.D., and Ron Zimmerly.

David Vollrath Executive Director

P.S. The Foundation’s IRS Form 990 is available for public review during scheduled office hours or can be viewed at http://dynamodata.fdncenter.org/990s/990search/esearch.php

1 UNDERSTANDING COMMUNITY FOUNDATIONS

The community foundation field is one of the fastest growing philanthropic sectors in the United States today. Community foundations build and strengthen communities in a multitude of ways, including providing the means for a wide range of donors to create permanent funds to meet critical needs. Though the first community foundation was launched just 100 years ago in Cleveland, Ohio, today there are more than 750 community foundations in the United States.

The concept has spread throughout the world, with community foundations now in countries including Australia, Canada, Germany, Italy, Japan, Mexico, New Zealand, Poland, Russia, Slovakia, South Africa and the United Kingdom – in fact, every continent but Antarctica has at least one community foundation. It has been estimated that there are at least 1,000 community foundations outside the United States and Can- ada.

Community foundations in the United States are located in almost every region and state in the country. Community foundations grant funds to a wide variety of causes—urban affairs, the arts, education, environmental projects, health and disaster relief. Community foundations offer donors many services and benefits. They routinely work with families, individuals, attorneys and estate and financial planners to design gift plans that fit every economic situation, ensuring that donors receive the most benefit from their charitable contributions and that their philanthropic dollars are used to the fullest extent.

Community foundations accept gifts of various sizes and types from private citizens, local corporations, other foundations and government agencies. Nearly every type of gift—real estate, closely held stock, art- work and insurance—can be contributed to a community foundation. Gifts are made from bequests and by living donors through various types of funds and deferred giving vehicles. Community foundations range greatly in asset size, but all named funds share the common goal of serving donors, nonprofit organizations, and the community. In addi- tion to this, one of a community foundation’s special functions is to provide effective leadership and coordinate the needs and services in its communities, so that charitable gifts are used effectively to fulfill a community’s most critical needs. 2 2016 FOUNDATION OFFICERS

Chad Hoffman - Chairman Mardy Hanlon Stolte - Vice Chairman Victor Trianfo, D.O. - Secretary David Allen - Treasurer David Vollrath - Executive Director Sue Devine - Director of Finance

2016 Foundation Trustees

David Allen Jennifer Morrison, M.D. Ken Boehm Chris Schmenk Jim Cox Alan Seymour Bruce Daniels Mardy Hanlon-Stolte Chad Hoffman Victor Trianfo, D.O. Eugene Mayer Jim Vandre Joseph Mitchell Carol Young, Ph.D Ron Zimmerly

MISSION STATEMENT

To assist individuals and organizations with the accumulation, investment, and distribution of charitable dollars.

VISION STATEMENT

To enhance the quality of life for all the citizens of Union County by promoting and facilitating charitable giving in Union County

3 Community Foundations provide a simple, powerful, oundatHelping donors d and highly personal OVERVIEW approach to giving. The Union County Foundation is a nonprofit, community corporation created by and for the people of Union County. We are here to help our donors make a We offer a variety of positive impact on their community. giving tools to help people achieve their charitable goals. You Three special features of The Union County Foundation can give cash, appreciated stocks, One: personalized service. We make giving easy and effective, accepting a wide variety of real-estate, or other gifts and providing donors a number of charitable options. You can contribute cash, assets. Most charitable stocks, property, and bequests. You may establish a fund in your name or in the name of a gifts qualify for maximum tax loved one. In most cases, your gift qualifies for maximum tax advantage under federal law. advantage under federal law. For more Two: local expertise. Our professional staff has an in-depth understanding of the issues, information and ideas opportunities, and resources that shape our community. They monitor all areas of on ways to integrate community need — including human services, education, the environment, healthcare, your financial planning with the arts, and economic development. We can help you learn more about local organizations and charitable giving, ask programs that make a difference in areas you care about most. your financial advisor and contact The Union Three: community leadership. We invest in the long term and bring people and organizations County Foundation. together, convening diverse voices to address local issues and opportunities. Our business is building community.

4 5 Establish a Fund Donor Advised Funds. You can have ongoing involvement in the use of your gift. You work in your name with our professional program staff, identifying ways to use dollars from the Donor Advised Fund you establish to address the issues and needs you care about most. Your recommendations are Any of these funds can submitted to our local board for approval; we then distribute grant dollars. be established in your name, or in the name Unrestricted Funds. Your gift can address ever-changing community needs — including future of your family, your needs that often cannot be anticipated at the time your gift is made. We evaluate all aspects of community well-being — arts and culture, economic development, education, environment, health organization, or anyone and human services, neighborhood revitalization, and more. The flexibility of your unrestricted gift you wish to honor. All enables your community foundation’s program experts to respond to the community’s most pressing grants distributed from needs, today and tomorrow. the fund you establish —today and in the Field of Interest Funds. You can target your gift to address needs in an important area of future — are then community life. Arts. Aging. At-risk youth. You identify your personal interest area when making your awarded to charities in gift; our board awards grants to community organizations and programs that are making a difference the name of that fund. in the area you select. It’s a great way to

always be involved Scholarships. You can invest your gift in our community’s future and show students you care, all with the guidance and personal services of The Union County Foundation. You determine the criteria with, and remembered students must meet to receive the Scholarship you establish. With your assistance, students achieve for, your community their academic and career-oriented goals —from preschool to postgraduate work. investment.

Designated Funds. You can direct your gift to a specific nonprofit organization or purpose. Help provide ongoing funding for a senior center, hospital, or virtually any nonprofit charitable organization. Nonprofit organizations can use a Designated Fund through the Union County Foundation to build their endowment and enhance their ability to accept large and complex gifts.

Supporting Organizations. You can use your gift to establish an excellent alternative to a private foundation — with only a fraction of the administrative responsibilities. You maintain personal involvement and support the causes and organizations you care about while enjoying the favorable tax treatment of a public charity. Leave investment management, startup costs, grant administration, and reporting to The Union County Foundation.

Income for today, A gift for Tomorrow…

Charitable Gift Annuity

A caring, careful gift

Giving through a Charitable Gift Annuity allows you to arrange a generous gift to your Angela Kline was always community, while providing yourself a new income source you can count on for the active in her community — generous with both her time rest of your life. and money. After she retired and began How it works living on a fixed income, she worried that continuing to •You make a gift to your community foundation— you can give cash, appreciated give would sacrifice her stocks, real estate, or other assets. financial security. “There are some causes I wish I could still •We set up a contract with you that combines immediate annuity payments with a support, mostly focused deferred charitable gift. on women and girls in our community,” said Angela. •You receive a stream of income that is fixed, regardless of market conditions. “But my investments are paying less than I had planned.” Her friend Carmen, •You also receive an immediate tax deduction for the charitable portion of your gift. a CPA, told Angela that she might consider establishing a Charitable Gift Annuity

through her local community •Upon your death, we set up a fund in your name, in the name of your family or foundation. “This is a good business, or in honor of any person or organization you choose. choice for Angela,” says Carmen. “She is a very caring, •We handle all the administrative details— issuing annuity payments to you during generous person, but your lifetime and, afterward, issuing annual grant awards to charities in the name of the she also needs to feel fund. financially secure.” By

giving through her

community foundation, •Your gift can be placed into an endowment that is invested over time. Earnings from Angela receives a fixed your fund are used to make grants addressing community needs. Your gift — and all future earnings from your gift — is a permanent source of community capital, helping to annuity payment that adds do good work forever. up to more than her former investment income. Plus, upon her death, her gift will create the Kline Fund for Women and Girls. 7 CHARITABLE CHOICES - UCF FUNDS

 AMERICAN LEGION POST #79 LEGACY FUND  MOSAIC FUND  ANDREW DAUM MEMORIAL SOCCER SCHOL. FUND  NEXT GENERATION INITIATIVE ENDOWMENT FUND  CARE TRAIN OF UNION COUNTY  PAT CONLON SCHOLARSHIP FUND  CHARLES ANDREW BAESMANN II MEMORIAL FUND  PAT & TOM NUCKLES SCHOLARSHIP FUND  CHARLES W. GREEN SCHOLARSHIP FUND  PATRICIA BIEHL HUMANITIES SCHOLARSHIP FUND  COREY HOEHN MEMORIAL SCHOLARSHIP FUND  PAUL & BETTY DEVINE FUND  DAN B. KYLE SCHOLARSHIP FUND  PERRY FAMILY CHARITABLE FUNDS  DAVE & ELIZABETH WARD SCHOLARSHIP FUND  POTTERSBURG BRIDGE PRESERVATION FUND  EAGLES BENEVOLENCE FUND  RICHWOOD AREA BUSINESS ASSOCIATION SCHOLARSHIP  ELIZAVETA FUND  RICHWOOD LAKE PARK TRAIL FUND  ELKS BENEVOLENT FUND  RITA RUBECK PARKER FUND  ENCORE! FUND  ROBERT & JOAN DEATON MEMORIAL SCHOLARSHIP FUND  EYES OF FREEDOM FUND  ROBERT M. FOX SCHOLARSHIP FUND  FAIRBANKS EDUCATION FUND  ROTARY CLUB OF UNION COUNTY  FAMILIES MATTER-UNION COUNTY JUVE. COURT FUND  ROY WALLACE B.I.F. MEMORIAL FUND  FOSTERFRIENDS FUND  RYAN & KRISTIN K LEE FAMILY CHARITABLE FUND  GEORGEANN VOLLRATH MEMORIAL FUND  SARA MAE BURNSIDE SCHOLARSHIP FUND G.L. KINGSMORE HALL OF FAME SCHOLARSHIP FUND   SCOTT & HOLLY UNDERWOOD FAMILY CULTURAL &  HILDRETH ENDOWMENT FUND EDUCATIONAL FUND  HOUSTON HOUSE GALLERY 264 FUND  SILVER SCENE PLAYERS CHARITABLE FUND

 IMPACT 60 FUND  STOLTE EXCELLENCE IN LEADERSHIP SCHOL. FUND  JAKE NICKLE GRIDIRON FUND  SUMMER THEATER WORKSHOP SCHOLARSHIP FUND

 JARRET WESTLAKE MEMORIAL FUND  SUSAN FINCH SIMPSON MEMORIAL SCHOL. FUND

 JASON K. MATHEWSON MEMORIAL SCHOL. FUND  TED & KATHRYN MILLER MEMORIAL FUND  JESS & JOSEPHINE MITCHELL FAMILY FOUNDATION FUND  THIERGARTNER FAMILY FUND

 KATHRYN & JAMES COLEMAN SCHOLARSHIP FUND  TIM BERG MEMORIAL FUND  KECKLEY PARK DEVELOPMENT FUND  UNION COUNTY COMMON PLEAS COURT DRUG FUND

 KIWANIS SCHOL. FUNDS (CHAMBERLAIN/MILLS)  UNION COUNTY FOUNDATION ENDOWMENT FUND

 LAVERNE & JUANITA YODER CHARITABLE FUND  UNION COUNTY FOUNDATION FOUNDERS FUND  LEWIS FAMILY FUND  UNION COUNTY FOUNDATION UNCOMMITTED GRANT FUND

 LEE FAMILY FUND  UNION COUNTY YMCA LEGACY FUND  DR. MALCOLM & BARBARA MACIVOR SCHOL. FUND  UNITED WAY OF UNION COUNTY LASTING LEGACY FUND

 MARYSVILLE ART LEAGUE SCHOLARSHIP FUND  UNITED WAY OF UNION COUNTY RESERVE FUND

 MARYSVILLE HOUSING INC. FUND  URE COOPERATIVE SCHOLARSHIP FUND

 MCCARTHY & COX CARES COMMUNITY FUND  VETERANS MEMORIAL FUNDS

 McELHENY FAMILY FOUNDATION FUND  VETERANS REMEMBRANCE FUND  MHS ALUMNI SCHOLARSHIP FOUNDATION FUND  WALTER & DORIS HERD SCHOLARSHIP FUND  MEMORIAL HOSPITAL MEDICAL STAFF SCHOLARSHIP  WILLIAM LOGAN KREBEHENNE MEMORIAL SCHOL. FUND

FUND  YOUNG ENTREPRENEURS ACADEMY FUND  MHS AHTLETIC HALL OF FAME FUND  “FIELDS OF INTEREST” CATEGORIES  MiILFORD CENTER PARKS & RECREATION FUND * Arts * Cultural * Churches * Education * Environmental  MINTIER VETERAN’S SCHOLARSHIP FUND * Healthcare * Recreation * Seniors * Youth  MOOSE LODGE CHARITY & SCHOLARSHIP FUNDS 8 2016 FINANCIAL SNAPSHOT

Our investment portfolio is directed and managed by the Union County Founda- Asset Allocation Model tion’s Investment Committee. The in- As of December 31, 2016 vestment strategy is one that uses a con- Cash servative asset allocation model con- 5% sistent with allocations utilized by com- Fixed munity foundations throughout the Income country as reported by the National 25% Council on Foundations. Our invest- Equities ment strategy minimizes management 58% fees by primarily using index funds for Alternativ es the equity portion of our portfolio. The 12% allocation model posted returns of 7.08% for 2016.

2016 Grants By Type During calendar year 2016 the Foundation as of December 31, 2016 received $1,483,343, in charitable contributions and awarded grants of $695,555. Of

Scholarship that grant total, more than $117,000 was $117,429 awarded as scholarships to graduating sen- Competitive Grant Program $39,570 iors of Union County high schools, and to youth with disabilities for summer camp tuition. Thirty-one grants were awarded to local non-profits in 2016 totaling $39,570. These grants were awarded through our Donor Advised $538,555 quarterly competitive grant process.

Total Assets by Fund Type The Foundation houses approximately 95 as of December 31, 2016 individual named Funds that fall into the five broad category types displayed by this Unrestricted Agency pie chart. Each individual Fund, based on $803,918 $210,015 the benefactor’s directive is then invested Scholarship Designated in either our Asset Allocation Model, $2,419,432 $3,882,718 Short Term Portfolio, or a combination of the two.

Donor Advised $2,559,830

2016 BOARD OF TRUSTEES

David Allen B.A., Juris Doctorate from The Ohio State University, 49 year partner at Allen, Yurasek, Merklin & Owens-Ruff Law Practice. Past and present affiliations: United Way, First United Methodist Church, Memorial Hospital, Chamber of Commerce. Resides in Marysville with wife Lynne.

Ken Boehm B.S. in Chemical Engineering from the University of Cincinnati. Retired from the Nestle Company after 38 years. Past and present affiliations: Memorial Hospital of Union County Development Council, Union County Hospital Association, member of Our Lady of Lourdes Catholic Church. Four children, eleven grandchildren.

Jim Cox A CERTIFIED FINANCIAL PLANNER™ & partner with McCarthy & Cox, Retire- ment & Estate planning Specialists LLC. Past community involvement includes stints as president of the board of both the United Way & Marysville Uptown Renewal Team. Jim is a graduate of Bowling Green State University and lives in Marysville with his wife Faye (of Schulze, Howard & Cox Law Firm) with their 2 children.

Bruce Daniels Principal/Owner of Honda Marysville, Honda Motorsports, Toyota Direct, Perfor- mance Chrysler, Jeep, Dodge, Ram and Hinkley's Restaurant. Founder of Impact 60. Believes that all business owners & operators should be actively involved with youth and overall human growth development in their local community. Married to Shelby Daniels and the proud parent of 6 children and 1 grandchild.

Mardy Hanlon-Stolte B.S. from The Ohio State University, M.Ed. from Ashland University. Retired from Olentangy Local Schools after 30 years in the classroom and advising student publica- tions. Individual member of the Union County Chamber of Commerce, and present chairperson of the Covered Bridge Bluegrass Festival and Historical Marker Commit- tee, past president of Marysville Business Association. Member of Friends of the Marysville Public Library Board. Mardy and her husband Steve Stolte reside in Marysville.

Chad Hoffman President/CEO of The Richwood Banking Company and a Certified Public Ac- countant. Former chairman of Memorial Hospital Board of Directors. Has served as board member of the Richwood Business Association, Union County Chamber of Commerce and Junior Achievement. Has coached softball & baseball and resides in Richwood with his wife and three children.

Eugene Mayer B.S. in Agriculture from The Ohio State University. Retired from The Scotts Com- pany after 38 years. Served as Marysville Police Auxiliary Officer concurrently while employed by The Scotts Company. Was appointed as Marysville Police Chief upon retirement from Scotts. Operates a family farm and engages in consult- ing for major league athletic fields. Eugene and his wife are the parents of two children and six grandchildren, and members of St. John’s Lutheran Church.

Joseph Mitchell Financial Advisor and ltd. partner with Edward Jones. B.S. in Journalism and M.B.A. from Ohio University, and is an Accredited Asset Management Specialist. Chairman of the Union County Port Authority and President of the Union County Chamber of Commerce Board. He is on the planned giving committees of Memo- rial Hospital of Union County and the Union County YMCA. Joseph is a cancer survivor, avid cyclist, and active member of his church. Joseph lives in Marysville with his wife of 30 years, Janet.

2016 BOARD OF TRUSTEES

Jennifer Morrison, Doctor of Medicine degree from St. Louis University, Board-Certified Ophthalmologist M.D. from The Ohio State University specializing in the medical and surgical treatment of eye diseases. Six years’ service as Board Chairman and Vice Chair at the former Marysville Ohio Surgical Center (now Memorial Outpatient Surgical Center). Assistant clinical professor at The Ohio State University Department of Ophthalmology. Volunteer at the Columbus Medical Association Free clinic. In private practice in Marysville for 14 years. Jennifer and her husband Matt Morrison (Pediatric and Adolescent Medicine) have 4 children. Chris Schmenk J.D. The Ohio State University Moritz College of Law, B.A. Ohio Northern University. Of Counsel at Bricker & Eckler LLP and President, Argus Growth. Director of the Ohio Development Services Agency; former Mayor of Marysville; former VP for Ex- ternal Affairs for Scotts Miracle-Gro Company; Foundation for Appalachian Ohio Board of Trustees; Women’s Small Business Accelerator; Ohio Northern University Board of Trustees; The Hope Center Marysville Board of Trustees; Past President of Union County Chamber of Commerce; Memorial Hospital Board of Trustees and Marysville Public Library Board of Trustees. Chris and her husband Mike live in Marysville with their two children and attend Marysville Grace Brethren Church.

Alan Seymour Retired from 34 year career with Whirlpool Corporate Real Estate, Manufacturing and product engineering. U.S. Navy Veteran. Current Marysville City Councilman, Marysville City Planning & Design Review Boards, Chr. Of Veterans Remembrance Committee, American Legion and Chamber of Commerce. Former United Way board member. Alan and wife Cheri have two daughters and three grandchildren.

Victor Trianfo, D.O. Memorial Hospital VP of Medical Affairs and Quality, medical degree from Ohio University College of Osteopathic Medicine, served as a chief resident of Family Medicine at The Ohio State University where he also was an Assistant Professor of Family Medicine and Residency Director. He is Board Certified in Family Practice. Post -graduate studies include Fellowship education at Michigan State University. Dr. Trianfo and his wife have three children and he enjoys fishing, shooting, and other outdoor activities.

James R. Vandre Jim has been in the financial services industry for 22 years. He is a Retirement Income Certified Professional and currently is affiliated with Eagle Strategies, LLC and New York Life. He started his career in 1994 with Aid Association for Lutherans. Jim also served as the Chairman of the Planned Gifts Committee with Memorial Hospital’s Development Council. Jim is married to Marlene and has three grown children, along with 4 grandchildren. Jim and Marlene are members of St. John’s Lutheran Church in Marysville, OH. Jim is also a member of Kiwanis.

Carol Young, Ph.D. Ph.D. in Educational Leadership from Ohio University, B.A. and M.A. from Marshall University in Speech-Language Pathology and Audiology and Education. Former Superintendent of North Union Local School District and served as school administrator, teacher, and speech-language pathologist in Ohio schools. Currently works as part-time faculty with Otterbein University and as a school improvement consultant with Buckeye Community Hope Foundation. Carol and her husband Craig have one child and one granddaughter and are members of the Richwood First United Methodist Church.

Ron Zimmerly Ron graduated from The Ohio State University with a Bachelor of Science degree in Agriculture Economics, with a specialization in Finance. He is a twenty-three year veteran of the banking industry, and is currently serving as President and CEO of Liberty National Bank. He currently serves on the Board of the Hardin County Economic Development Council, Discovery Riders Board of Directors is past chairman for the Hardin County Chamber and Business Alliance. Ron, his wife Kelli and their family reside in Bellefontaine.

11 2016 GRANT DISTRIBUTIONS

Grants from the Union County Foundation Unrestricted Grant Fund: The following grants were awarded through our grant application process:

Union County Fair Board $ 1,500.00 Community & Seasoned Citizens $ 1,000.00 Fireworks Fund $ 500.00 North Union Personal Needs Pantry $ 2,500.00 Fairbanks High School Mock Trial $ 500.00 North Union United Meth. Church Free Lunch Program $ 250.00 American Legion Post #79 $ 750.00 North Union High School Mock Trial $ 500.00 Marysville High School Mock Trial $ 500.00 Big Brothers Big Sisters of Central Ohio $ 500.00 M.A.A. Trackbacker $ 200.00 United Way of Union County $1,000.00 North Union Robotics Team $ 500.00 Ohio University Foundation $2,500.00 Union County Chamber Covered Bridge Festival $1,500.00 Union County Chamber of Commerce $ 150.00 Marysville Charity Car Show $ 500.00 Community Concerts Series $ 500.00 United Way of Union County Literacy Program $2,400.00 Fairbanks CCLA Program $1,500.00 Care Train of Union County $3,000.00 Girl Scouts of Ohio’s Heartland $ 500.00 Young Entrepreneurs Academy $1,170.00 Friends of CASA of Delaware & Union County $ 500.00 —————– TOTAL UNRESTRICTED GRANTS $24,420.00

Restricted Grants and Scholarships from Donor Advised & Scholarship Funds: The following grants and scholarships were awarded based on specific

direction from Fund Advisors and selection committees’ processes Artbox Fund $ 1,571.45 Charles Andrew Baesmann II Memorial Fund (1 grant) $ 820.75 Biehl Humanities Scholarship $ 500.00 Burnside/Imbody Scholarship Fund (4 scholarships) $ 5 ,000.00 Care Train of Union County Fund $ 10,000.00 Kathryn & James Coleman Memorial Scholarship Fund (22 scholarships) $ 18,535.00 Community & Seasoned Citizens $ 7,433.85 Pat Conlon Memorial Scholarship Fund (4 scholarships) $ 4,000.00 continued….

12 2016 GRANT DISTRIBUTIONS . . . continued Grants from Donor Advised & Scholarship Funds continued:

Andrew Daum Memorial Soccer Scholarship Fund (2 scholarships) $ 2,000.00 Paul & Betty Devine Fund $ 1,050.00 Eagles Benevolence Charity Fund (31 grants, 18 scholarships) $ 31,154,25 Elizaveta Fund (8 grants) $ 1 2,175.67 Elks Benevolent Fund (15 grants, 14 scholarships) $ 15,542.05 Encore! Fund (2 grants) $ 1,715.50 Fairbanks Education Fund (2 grants, 1 scholarship) $ 2,141.00 Families Matter Fund (4 grants) $ 2,500.00 FosterFriends Fund ( 4 grants) $ 485.00 Founders Fund (2 grants) $ 2,032.99 Robert M. Fox Memorial Scholarship Fund (1 scholarship) $ 800.00 Charles W. Green Family Memorial Scholarship (1 scholarship) $ 4,000.00 Walter & Doris Herd Scholarship Fund (3 scholarships) $ 3,000.00 Hildreth Endowment Fund (1 grant) $ 20,000.00 Corey Hoehn Memorial Scholarship Fund (3 scholarships) $ 2,500.00 Hopes & Dreams of Our Youth $ 2,586.95 Impact 60 Fund (41 grants, 4 scholarships) $ 140,131.57 G.L. Kingsmore Hall of Fame Scholarship Fund (1 scholarship) $ 2,000.00 Kiwanis Scholarship Funds-Chamberlain/Mills (2 scholarships) $ 2,000.00 William Logan Krebehenne Scholarship (1 scholarship) $ 1,000.00 Dan B. Kyle Scholarship Fund (3 scholarships) $ 1,500.00 Kathryn Lee Life Ins. Fund $ 117,739.71 Lee Family Fund $ 5,000.00 Lewis Family Fund (2 grants) $ 1,500.00 Dr. Malcolm & Barbara MacIvor Memorial Fund (8 scholarships) $ 12,000.00 Marysville Art League Scholarship Fund (1 scholarship) $ 500.00 Marysville Housing Fund (2 grants) $ 25,049.38 Marysville Moose Lodge Charity Fund (42 grants) $ 23,890.00 Marysville Moose Scholarship Fund (3 scholarships) $ 2,500.00 Jason K. Mathewson Memorial Scholarship Fund (1 scholarship) $ 1 ,000.00 McCarthy & Cox Cares Community Fund (11 grants) $ 9,892.75 McElheny Foundation Fund $ 3,236.71 Memorial Hospital Medical Staff Scholarship Fund (5 scholarships) $ 5,000.00 M.H.S. Alumni Scholarship Fund (5 scholarships) $ 6,775.00 M.H.S. Athletic Hall of Fame Foundation Fund (12 grants) $ 9,212.32 Ted & Kathryn Miller Memorial Fund $ 1,832.50 Mintier Veteran’s Scholarship Fund (1 scholarship) $ 500.00 Mosaic Fund (3 grants) $ 400.00 Next Generation Initiative Fund $ 26,971.11 Jake Nickle Gridiron Fund $ 1,000.00 George Perry Family Funds (6 grants) $ 29,562.46 Silver Scene Players Fund (3 grants) $ 2,120.45 Summer Theater Workshop Scholarship (1 scholarship) $ 500.00 Susan Finch Simpson Memorial Scholarship Fund (1 scholarship) $ 1,500.00 Stolte Excellence in Leadership Scholarship Fund (1 scholarship) $ 1,000.00 Union County Common Pleas Drug Court Fund $ 80.00 Union County Humane Society Fund (3 grants) $ 22,147.47 Underwood Cultural & Educational Fund (5 grants) $ 13,459.00 Union Rural Electric Cooperative $ 4,000.00 Veterans Remembrance Fund (13 grants) $ 16,014.67 Georgeann & Gene Vollrath Memorial Fund (2 grants) $ 1,500.00 Roy Wallace BIF Memorial Fund (2 scholarships) $ 2,500.00 LaVerne & Juanita Yoder Charitable Fund (7 grants) $ 15,150.00 Young Entrepreneurs Academy Fund (1 grant) $ 9,425.00

TOTAL RESTRICTED GRANTS & SCHOLARSHIPS $ 671,134.56 TOTAL 2016 UNRESTRICTED, RESTRICTED & SCHOLARSHIPS $ 695,554.56 13 2016 Scholarship Recipients . . .

Andrew Daum Patricia Biehl Memorial Soccer Scholarship Artbox Scholarship DB Kyle Scholarship

Lindsey Sullivan Samuel Heifner Sarah Troncone Sage Caughenbaugh Jessica Bonham Kiersten McMahon Carlie Wilson Ohio Dominican University of School of Ohio Northern Columbus State Kent State University Capital University University Cincinnati Advertising Art University Community College

Robert M. Fox and Burnside Imbody Fish Memorial Scholarship William Logan Krebehenne Marysville Scholarships Art League

Darby Evans Bailey Bahan Kiersten McMahon Mikaela Ramsey Claire Wolfe Kiersten McMahon Columbus College of OSU Marion Kent State University Ohio State Univ. University of Dayton Kent State University Art and Design

Charles and Marjorie Green Darla-Hall Barrett Walter & Doris Herd CB Mills Kiwanis and Jason K Mathewson Memorial Scholarship Agriculture Scholarship Scholarship Memorial Scholarships

Morgan Kessler Morgan Wanamaker Amelia Lively Ryan Groehl Ohio State - A.T.I. Oklahoma City Univ. Ohio State - ATI The Ohio State University Sargent Chamberlain Memorial Hospital Medical Kiwanis Scholarship Staff Scholarship

Jessica Francis Nikita Sathiaprakash Aggie Kallinicou Karlee Basinger Columbus State Claire Wolfe Angela McKenzie The Ohio State DePaul University Ohio University Community College University of Dayton Drexel University University 14 2016 Scholarship Recipients . . . Dr. Malcolm & Barbara MacIvor Memorial Scholarship

Paul MacDonald Hanna Sorenson Jennifer Patterson Alexis Ruffing Devon Stephen Charles Sattler Ohio State University University of John Carroll Asbury University Ohio University Ohio State University Cincinnati University

Dr. Malcolm & Barbara MacIvor MHS Alumni DeGroot Family Robert Henderson Memorial Scholarship Scholarship Foundation Scholarship Scholarship

Rachel Kuzma Ryan Cook Jenna Bresnahan Mark Milholland Matthew Schmenk Calli Welker Ohio State University Univ. of Cincinnati Ohio State Univ. Univ. of Cincinnati Ohio State University Ohio State University

Pat Conlon Joanne Morbitzer Susan Finch Simpson Mintier Veteran’s Jack Nickle Gridiron Memorial Memorial Scholarship Memorial Scholarship Scholarship Scholarship Scholarship

AJ Moots Logan Carper Tyler Stiers Bowling Green State Jenna Bresnahan Tim Jasper Ohio State University John Carroll Heidelberg University Ashland University University University Summer Theatre Workshop Scholarship and Stolte Excellence in GL Kingsmore Hall of Fame Corey Hoehn Memorial Scholarship Leadership Scholarship Scholarship

Haleigh Golden Kaitlyn Walters Dominic Sara Jenna Bresnahan Casey Gould Devon Burke University of Cincinnati Cedarville University Ohio Northern University Ohio State Univ. Univ. of Findley Undecided 15

VMW LEGACY SOCIETY

The VMW Legacy Society consists of individuals, families and businesses who support the Union County Foundation’s mission and vision through a generous financial gift to the Foundation’s Unrestricted Endowment Fund.

The gift may be given now, over a period of years, or at the end of a lifetime. To offer our gratitude, the names will also be displayed permanently in the Foundation Office on our Wall of Honor.

VISIONARY PRESERVATIONIST $100,000 AND ABOVE $50,000 TO $99,999 Dr. John & Jesabel Linscott ~Pat Nuckles George Perry

BUILDER

$10,000 TO $49,999 David & Ann Allen ~ David Anderson ~ Dr. Mary & Dr. David Applegate ~Daniel & Melanie Behrens ~ Ken Boehm ~ Charles & Jane Berger ~ Jerry & Cissy Born Robert & Joyce Buckley ~ Richard & Laura Bump ~ Robert & Luella Conklin ~ Phillip & Sarah Connolly ~ Jim & FayeCox ~ Robin & Joseph Craft ~ Gerald & Marge Dackin Robert & Helen Evans ~ John & Charlotte Eufinger ~ J. Daniel & Becky Fitzgerald Judge Don Fraser ~ Myron & Priscilla Gallogly ~ Mardy Hanlon-Stolte ~ F. Leon & Betty Herron ~ Nancy & Rick Hoffman ~ Debra & Glenn Hochstetler ~ Barbara & Dr. William Holcomb ~ Todd & Amy Hoge ~ Kevin & Kristin Kern ~ Gary & Marcia Lee ~ Robert & Nancy Lewis ~ Thomas & Amy McCarthy ~ Dr. Malcolm & Barbara MacIvor ~ Frank & Cheryl Miller ~ Carolyn & Jim Mitchell ~ Joseph & Janet Mitchell ~ Dorothy Mudgett ~ Carroll & Shirley Ormeroid ~ Dr. Frank & Ruth Ann Raymond ~ Herb & Priscilla Richardson ~ Andy & Sandy Ross ~ Greg & Kathleen Sehnert ~ The Scotts Company ~ Ron Seiffert & Delaware Co. Bank ~ Jeffery & Barbara Swartz ~ Barbara & Jerry Timmons ~ Dr.Victor & Susan Trianfo David & Jane Vollrath ~ Carol Young

PATHMAKER $1,000 TO $9,999 Dr. Charlotte Agnone ~ Jenny &Brian Brill ~ Gary & Nancy Conklin Bob &Carol Curtiss ~ Bruce Daniels ~ Steve & Sue Devine ~ Dick Douglass ~Walt & Verna Griese ~ Eugene & Ruth Ann Mayer ~ Memorial Hospital of UnionCounty ~ Christiane & Michael Schmenk ~ Alan & Sheri Seymour ~ Stephen Simms ~ Jim & Marlene Vandre ~ Page & Cheryl Vornbrock ~ Ronald Zimmerly & Liberty National Bank

Devon Burke Undecided 16 2016 ANNUAL REPORT

UNION COUNTY FOUNDAT ION

126 N. Main St. P.O. Box 608 Marysville, Ohio 43040 Phone: 937-642-9618 Fax: 937-642-7376 Email: [email protected] www.unioncountyfoundation.org