2019+ ANNUAL REPORT TABLE OF CONTENTS

2 A Message to the Community

4 COVID-19: A Community Responds

10 COVID-19: Rising to the Challenge

26 2019: A Year in Review

28 2019 Awards

30 Funds Established in 2019

51 Legacy Society

52 Supporting Foundations

53 2019 Financial Summary

58 2019 Financial Highlights

60 Center for Corporate Philanthropy

62 2019 Governing Committee

63 Volunteers

67 Staff Through kindness, we acknowledge our humanity. We are all part of the whole, connected to the community. In short, we are kin. We must hold fast to that united sense of kinship through kind and generous acts that bring joy in the face of uncertainty and fear.

1 A MESSAGE TO THE COMMUNITY

Dear friends,

We write the introduction to this report at a time of myriad and epic crises in America. There is a new legacy map in the making, and how we respond will define our generation. For this work, we bring both a compass and a calling. We have no idea of what will land on the shoreline of tomorrow, but we are ready to respond. We understand that, as ancient Greek text reads, eternal vigilance is the price of liberty (and, we might add, health and justice). We can’t rest on an amazing 75-year track record as an organization, for, as Aldous Huxley once said, “Experience is not what happens to you, it’s what you do with what happens to you.” FROM LEFT: Douglas F. Kridler, President and CEO, and Dwight E. Smith, 2020 Governing Committee Our 75th anniversary celebration Chairman. Photo by Challen Brown in 2019 was kicked off with a reading by a diverse array of civic leaders of “Freedom’s Plow” by We are builders, all. We are proud Kindness Fund. It was established by Langston Hughes, which contains of the efforts of all of our staff who a generous donor in 2014 as a way these words of unity written in dedicate themselves to you as you to not only provide immediate, one- the year of the founding of The look to help others through the most time grants to help lift up individuals Columbus Foundation, 1943, words effective philanthropy possible. As and families who experience an that inspired the theme of this year’s poet Scott Woods said in his address unexpected setback, but to illustrate annual report: to our staff in 2019, “You are charged how acts of kindness throughout with doing more and doing it better our community make a difference— Not my dream alone, because you signed up to do more and inspire others to do the same. but our dream. and be better.” We so aspire, as we Since inception, many others have do to the words of the late John contributed to the fund, and more Not my world alone, Lewis who committed to “love in than $2 million has been awarded in But your world and my world, action.” grants, helping those in need stay on For a great look at love in action a path to self-sustainability. Belonging to all the hands at The Columbus Foundation, We are the product of those who build. you might first look at the Gifts of who believe in and support us. We

2 The Columbus Foundation Annual Report 2019 couldn’t succeed without those who devote their special talents and resources to our improvement, and that well describes the quiet but exceptional leadership and support that Matt Walter showed during his nine years on the Governing Committee, the last three of which were as our Chairman. Thanks, Matt, for all you made possible, for now, and for the future! Just as we kicked off our 75th anniversary in celebration and embrace of a great national artist’s The Foundation’s final grant celebrating its 75th anniversary restored Aminah Robinson’s home, which words as noted above, the grant we will be used for an artist-in-residence program. Photos by Ira Graham concluded that 75th anniversary with was in celebration of a great local artist’s contributions and legacy. Generation campaign during our 75th countenance is in acknowledgement That artist is Aminah Robinson, anniversary year. of the gravity of what we are facing who passed away in 2015. The These commitments to the in our community, nation, and world grant covered the entire cost of permanent funds of the Foundation today. the restoration of Aminah’s home, will preserve the legacies of those There are expansive possibilities located not far from The Columbus contributors forever, and will make and needs for generosity, service, Foundation, so that it can be a place sure we can further invigorate empathy, justice, and community of remembrance and honor, but also this unique engine of community progress, for all. This is your and so it can serve as a place for artists’ progress for all—The Columbus our legacy in the making—thanks residencies for decades to come. Foundation, for now, and for for giving us the chance to write this Aminah created the masterful work generations to come. community story with you. that celebrates our 50th anniversary This annual report is unique in that you can see as you arrive at The that it includes not just the overview Columbus Foundation; we take great of 2019, but the extraordinary efforts pride in returning the favor by making of Foundation donors and others in DWIGHT E. SMITH this capstone, 75th anniversary grant 2020 to respond to the COVID-19 Chairman to further preserve her memory. pandemic in our community. As We also want to acknowledge the Foundation’s Chairman and the extraordinary generosity that has President and CEO, we stand close further strengthened The Columbus to each other and to you in generous Foundation in perpetuity through kinship, but in our photo, socially DOUGLAS F. KRIDLER commitments to our Once in a distant as recommended. Our serious President and CEO

3 4 The Columbus Foundation Annual Report 2019 COVID-19 — A Community Responds

5 COVID-19 COMMUNITY RESPONSE

Emergency Fund offers hope, thanks to kindness of donors

he Columbus Foundation COVID-19 Emergency Response was born in the midst of Fund (ERF) was established to World War II, during one of support Franklin County nonprofit our country’s darkest, most organizations as they responded Tfrightening times. But even these to the spread of COVID-19 in the past events could not have prepared community. Being prepared was us for the challenges and uncertainty important, as was providing an “I believe we are united by 2020 would bring. immediate opportunity for our a culture of selflessness When the first cases of COVID-19 donor family and others to support and an aspiration that our were confirmed in the United States, efforts that would combat the there was no denying the virus, once growing crisis. community’s prosperity a threat affecting those halfway “Readiness is all,” said Douglas will be defined by the around the world, would impact F. Kridler, President and CEO of us locally. It wasn’t long before the the Foundation, when the new extent to which we can pandemic took hold in central Ohio, fund was established. “Of course, care for one another, and upending lives due to a state-wide we hope none of these steps are how well we are able to shutdown and an economy that needed and that there will be little ground to a halt. or no spread of COVID-19, but we create shared opportunity In the early days of the pandemic, want to be ready so we don’t have for everyone.” before even the first cases in Ohio to rush if things turn worse. It is our were confirmed, The Columbus responsibility to our community —MATT SCANTLAND, Foundation’s leadership recognized to do so. We cannot forsake COLUMBUS FOUNDATION DONOR there would be immediate forethought, kindness, and love in implications for the nonprofits serving the presence of concern and fear.” our community. Whether on the front Response from Columbus lines of healthcare, food, housing, Foundation donors was education, or childcare, all who serve remarkable. During a bleak time our community would be challenged that called for courage, strength, by the crisis at hand. and kindness, those looking for On March 10, just one day a way to help address the needs after the first case in Ohio was and equip nonprofits for a surge in announced, the Foundation’s needed services came forward to

6 The Columbus Foundation Annual Report 2019 generously support the fund. President for Donor Services at “It just felt important to do what the Foundation. “In times of need, we could to help,” said Columbus including emergencies, Donor Foundation donor Matt Scantland Advised Funds enable donors R O T B S on why he and his wife Meara chose to take a very hands-on, active E R R H U to support the Emergency Response role in their philanthropy. These T B . Fund. “Of course, no one really funds are flexible, and are ideal for knew at the time exactly what those wanting to give to multiple COVID-19 would bring, but it seemed organizations and programs.” so obvious that the impact was The desire to help stabilize Unrestricted going to be defined by how we the nonprofit community and join react, and how well we support each together with others to fight the Fund seeds other to get through the challenge.” growing crisis prompted donors to Within a week, the ERF had step up and to expand their giving Emergency grown to $3 million, and the first to address the pandemic. grants were deployed. The ERF, “Bill and I normally focus Response seeded by unrestricted funds our philanthropic investments from the Robert B. Hurst Fund of The on creating opportunities for Fund Columbus Foundation was underserved young people supported by a growing number through educational and youth obert B. Hurst of Foundation donors, including a $1 empowerment initiatives. However, was a successful million gift from an anonymous we knew as this crisis began that businessman known donor. our response had to be different for his generosity to Those initial grants went to than normal. We knew that the Rhis family and his community. organizations that were grappling need was immediate and basic,” That legacy of helping continues with immediate needs related to said Susan DeWitt Eubanks, today through the Robert B. food, housing, and healthcare Columbus Foundation donor. “I Hurst Fund, established at the supplies. have personally worked with many Foundation in December 1986 as Many of those who supported the local outstanding social service a gift to “enable the Foundation effort did so through their Donor nonprofits over the years, and Dan to respond to many new Advised Funds. Grant dollars from Sharpe helped us to understand challenges and opportunities.” Columbus Foundation Donor how the COVID-19 Emergency Mr. Hurst, an honors graduate Advised Funds in March and April, Response Fund would help support of North High School, was including those made to the ERF, as those organizations that were president of both the Mt. Perry well as general support to meeting the most basic and Coal Company and Concord Coal organizations donors care about all immediate needs on the front lines. Company. over the country, were up 81 percent Our support for it was a no-brainer.” The Robert B. Hurst Fund over the same period in 2019, with As of late July, the fund provided a $500,000 grant to $30.2 million awarded in 2020 continues to provide much-needed seed the Emergency Response compared to $16.7 million in 2019. relief to nonprofits as they adjust to Fund, illustrating that generations “This is a terrific example of how serving their clients in new ways. later his love and commitment donors can quickly and thoughtfully More than 140 grants totaling over to our community is helping support the nonprofits, issues, $5 million have been deployed. the Foundation respond to an and causes they care about,” said unprecedented and unforeseen Angela Parsons, J.D., CAP®, Vice crisis.

7 COVID-19 COMMUNITY RESPONSE

On the Front Lines Nonprofits rise to challenge of battling COVID-19

Photo courtesy of Clintonville-Beechwold Community Resources Center

8 The Columbus Foundation Annual Report 2019 While central Ohio nonprofits are accustomed to changing course and responding to evolving community needs, no one was prepared for what 2020 had in store. As COVID-19 loomed, like a storm in the distance, nonprofit leaders braced for the unknown.

hen the storm others, organizations had to take into arrived, it left no one account their own viability as planned untouched. From the fundraising events and social arts to the zoo, every enterprise businesses were halted. organizationW had to take inventory of “Organizations saw a double digit their needs and capabilities, which increase from those requesting, and included confronting the need for in need of, services, with a large many unanticipated expenses. proportion of persons seeking help While some organizations were for the first time,” explained Sharpe. less impacted by the immediate “Furloughed and laid off ndividuals,i threat, others were gearing up and those who were already on the for a possible breakdown in the margins, experienced increased local healthcare system. Personal uncertainty amid COVID-19. They protective equipment (PPE), i.e. the also faced new barriers to receiving masks, gloves, and gowns that help services from reduced public transit keep our healthcare workers safe, availability, closed childcare facilities, were in short supply. Others that or lack of access to technology to work with the community’s most To help address the needs of its residents, take advantage of many programs vulnerable residents suddenly could Homeport held monthly produce distributions at that switched to digital platforms.” not safely get to them, or host them two of its communities, Pheasant Run and Marsh Funds like the Foundation’s Run. Produce was available for anyone living in a for food, shelter, and other vital Homeport community, as well as the community at Emergency Response Fund (ERF) services. large. were critical to nonprofits’ early Every organization was affected Photo courtesy of Homeport response, as well as the ongoing in some way. It was, in a word that efforts to support those they serve. became synonymous with this time, highly collaborative, but COVID-19 More than 140 grants were awarded unprecedented. really brought solutions-oriented, from the ERF between March and the But, as the reality of the situation problem-solving efforts to the end of July. Those grants served as came into focus, Columbus did what forefront,” said Dan Sharpe, a lifeline for organizations of all sizes it does best—it rallied together. Vice President for Community as they addressed changing needs in Shelter systems teamed up to Research and Grants Management at our community and their clients’ lives. establish real-time solutions. Those the Foundation. “Innovative Through extraordinary support providing food to seniors re-shaped collaborations have been put in place from Columbus Foundation donors, distribution to ensure safe delivery to reduce and remove barriers to nonprofits continue to rise to of meals. Mental health counselors, a better serve those in need.” this historic occasion, fulfilling beacon of hope for those struggling As the number of COVID-19 cases critical missions that strengthen with mental illness or addiction grew, and life came to a near our community. This support and issues, found new ways to reach their standstill for most, there was an kindness offers nonprofits an patients through telehealth services. unmistakable surge in need for many important ingredient of making it “The sector has always been nonprofits. In addition to helping through this crisis—hope.

9 10 The Columbus Foundation Annual Report 2019 COVID-19 — Rising to the Challenge

11 COVID-19 COMMUNITY RESPONSE Serving with Purpose

The Foundation’s Emergency Response Fund was established to provide a way to quickly distribute grants critical to nonprofits’ early response in the pandemic, as well as the ongoing efforts to support those they serve in this new and ever-evolving reality.

While the work continues, and the hills to climb remain steep, we applaud all the nonprofits that rose swiftly to this historic occasion, tirelessly working to fulfill critical missions that strengthen our community and support those who call it home.

Here are a few of their stories.

12 The Columbus Foundation Annual Report 2019 LifeCare Alliance received a $200,000 grant from the Emergency Response Fund to help the organization increase the number of home-delivered meals through its Meals on Wheels program.

t’s often the highlight of their “A lot of people depend on LifeCare day: seeing a car drive up, being the meal we provide, from both a greeted by a friendly face, and nutritional and financial standpoint,” Alliance receiving a hot meal. explained Gehring. ILifeCare Alliance prides itself on Before the pandemic, about 800 providing meals to seniors in the “We’re one of the very few cities, people were receiving meals, either central Ohio area, and is especially at a senior dining center or one of thanks to the generosity of The proud that the organization has the senior living facilities. While those Columbus Foundation and the rest no wait list for its popular Meals 800 individuals began receiving of the community, that has been on Wheels program. Many similar Meals on Wheels after the dining able to say ‘you’re covered.’” programs around the state and facilities closed, there were also more across the country reportedly have than 2,000 new clients requesting —CHUCK GEHRING wait lists in the thousands. help. These seniors had previously Founded in 1898 as the Instructive relied on a relative or friend to take District Nursing Association, LifeCare them to the store or bring groceries Alliance provides a comprehensive to them. Even with special shopping array of health and nutrition services hours implemented by local grocers to residents of Franklin County and for sensitive populations, many were many other counties in Ohio. afraid to go out. When COVID-19 struck, senior “They all were able to get along centers and dining facilities serviced just fine before the pandemic, but by LifeCare Alliance were shuttered. this was a different ball game,” Chuck Gehring, President and Gehring said. CEO of LifeCare Alliance, said his As of mid-May, LifeCare Alliance organization had to pivot to continue was delivering an average of 5,000 serving clients who utilized those meals a day to Meals on Wheels services, as well as to address a clients, 65 percent more than they surge of additional older residents were on March 1. Throughout the in need. pandemic, LifeCare Alliance has also continued to provide meals to individuals and families through the Columbus Cancer Clinic and Project OpenHand, a program for men, women, and children living with HIV/AIDS in central Ohio and their families. Thanks to Columbus Foundation donors, and generous corporate support, LifeCare Alliance was As COVID-19 swept able to shift resources within the into central Ohio, LifeCare Alliance organization and increase the saw a surge in need number of meals being produced, for meal delivery to all while keeping its core purpose, seniors throughout the community. “to serve those in need, through Photo courtesy of compassionate, responsive, quality LifeCare Alliance care.”

13 COVID-19 COMMUNITY RESPONSE

The YMCA received a $300,000 grant from the Emergency Response Fund. One of the first grants awarded, the funds were used to address immediate housing needs, as well as to help with childcare needs as a result of the pandemic.

The YMCA YMCA of utilized additional space during the early days of Central Ohio the pandemic, including the gymnasium at the “Our priority was to focus on the Hilltop YMCA. hierarchy of needs. The first thing Photo courtesy of YMCA of Central we did was focus where we could Ohio lean in. Where can we help?”

—TONY COLLINS

he first move for the YMCA existing collaborative relationship of so only families remained at Van of Central Ohio, when Columbus’ shelter system. Buren. the pandemic struck, was “The Community Shelter Board In addition to keeping the virus a critical one. Knowing network is very unique to Columbus,” at bay, Collins knew that the clients Twomen, men, and children were Collins said. “It is an incredibly being served were more at risk of already in overcrowded shelters collaborative atmosphere developed developing COVID-19. around the city, the priority was to to make sure the continuum of “We knew, given the transient decentralize its locations to ensure housing is dealt with and people, lifestyle and all the challenges that social distancing and reduce the wherever they are in their life, have a our clients see, they would be very spread of the virus. resource.” susceptible to the virus,” he said. “We That’s not an easy task when Collins knew that network would also realized when it does impact you consider YMCA is the largest be key, and the YMCA had to work them, it would hit them hard because supportive housing provider for the with other shelter providers to find a of their vulnerabilities.” homeless in central Ohio, with 1,800 solution, since all were at capacity. The YMCA worked with the people under its roofs before the “Membership services were Community Shelter Board to set up crisis—more than 700 at the Van closed at our Downtown YMCA an isolation shelter so that those Buren Center, and 1,100 in permanent location on Long Street, so we looked who were diagnosed or showed supportive housing. at that closure as an opportunity symptoms had a safe place to stay, “Coming into the crisis, the Van to provide emergency shelter to receive telehealth services, and Buren Center, our shelter for women 140 individuals,” Collins explained. recover from the virus. and families, was so over capacity “We were also able to work with Collins credits his staff, who that not only could we not take on Columbus Recreation and Parks and persevered through multiple more when people were told to stay decentralize even further by placing challenges to support those they at home, but the people already in a group of men, age 65 and older, at work with on a daily basis. the emergency shelter couldn’t safely Sullivant Gardens Recreation Center.” “Our staff demonstrates strength distance themselves,” said Tony Collins said it can take six months and courage. We have provided a Collins, CEO of the YMCA of Central under normal circumstances to set up service to the community that many Ohio. “We immediately needed to a shelter. They had Long Street open may never know about, but the folks decentralize our shelters and find in about a week. who have done it have done it with spaces to put the people we were With Van Buren still too crowded, a cause-driven mindset in knowing currently serving.” the YMCA took 60 women and that it’s our role to serve. That’s been One silver lining was the moved them over to the Hilltop YMCA pretty incredible.”

14 The Columbus Foundation Annual Report 2019 Columbus Urban League received a $75,000 grant from the Emergency Response Fund to strengthen and increase service delivery, including staffing, in response to COVID-19.

marginalized and are in the lower the necessary and crucial information Columbus realm of the economic ladder when it to stay healthy, safe, and keep their comes to pay equity,” said Hightower. families safe during the pandemic,” Urban League “We know that housing is already Hightower said. not stable for Black people in our CUL created two efforts community. We know that with the “Housing stabilization was, and to educate and communicate schools closing, the summer learning information related to the pandemic, is, one of the biggest challenges. loss that most kids in the urban including the formation of an African Your dollars helped provide school districts experience was American civic leaders’ group, which support for salaries to keep going to be exacerbated tenfold.” brought together Black leaders team members in play here at from human services organizations Columbus Urban League so they and faith-based institutions, as well could help folks navigate that as elected officials and activists, process.” to exchange ideas. The group conducted weekly virtual town —STEPHANIE HIGHTOWER hall meetings, inviting experts on COVID-19 to discuss how it was affecting the Black population. With support from the Foundation, CUL was also able to develop a live, hile the COVID-19 weekly radio program broadcast on virus has had all three local Radio One stations that injurious effects on helped share valuable information the health of millions and resources with the Black Wof people across the United States, community. the disease has disproportionately “Because we had so many people affected African Americans. This working remotely, we had to expand alarming trend has proven true in our IT infrastructure,” Hightower central Ohio as well, with Black Columbus Urban League staff reconfigured its explained. “We also bought PPE for individuals overrepresented in both office space to ensure social distancing. staff who had to go out and were cases and hospitalizations. Photo courtesy of CUL part of food drives, or if clients were The disparity puts an additional coming in.” strain on a population already The grant from the Emergency Hightower is excited about the challenged by health and economic Response Fund helped CUL with a opportunity to serve even more discrepancies, explained Stephanie number of efforts, from refurbishing people in the future, saying the Hightower, President and CEO of computers and implementing new pandemic has given the organization Columbus Urban League (CUL). communications efforts, to providing a chance to reposition and elevate CUL has been on the front lines additional staffing hours as the need CUL’s profile in the community. of helping the Black community to provide in-person services and “I’m a firm believer that you address the overall impact of the create virtual programs increased. don’t let a good crisis go to waste, pandemic, including those who have “The jumpstart funds from The and that’s what we’ve done here,” lost employment and the clients Columbus Foundation really gave she said. “We’ve made sure that we they serve who are re-entering the us the ability to communicate the were where we were supposed to community after incarceration. services that were out there, and be—able to help the community “We know that we [the Black gave us the ability to keep the Black that we were created to serve in community] have been economically community connected so they got the first place.”

15 COVID-19 COMMUNITY RESPONSE

A $63,865 grant from the Emergency Response Fund to Southeast Healthcare supported various needs, including costs to implement telehealth services for clients and the purchase of medical and sanitation supplies.

Continuing contact Southeast with patients has been a priority for Southeast Healthcare Healthcare, and telehealth has been a safe “The capacity to offer telehealth alternative to seeing patients services in a variety of formats has in the office. been the most significant change Photo courtesy in our service delivery strategy.” of Southeast Healthcare —BILL LEE

comprehensive provider pandemic, as well as individuals especially masks, has been essential for those dealing with battling addiction, are especially to reduce the exposure risk to issues surrounding hard hit by isolation. our workforce,” Lee said. “We are mental health, addiction, “The telehealth option has screening all patients, visitors, and andA homelessness, Southeast also been essential in supporting staff at all our locations. We are also Healthcare is a lifeline for its clients. our mental health and addiction screening and testing for COVID-19, Following Governor DeWine’s stay- treatment efforts. Without these which is an essential service for our at-home order, the organization supports, our patients are at a patients and the community. knew it had to limit in-person much greater risk for exacerbation Southeast Healthcare also contact, and focused on acquiring of symptoms,” Lee said. “We have operates a men’s shelter, Friends the equipment and software needed been able to continue regular of the Homeless, as well as a to move its services to an online contact with our patients to provide pharmacy for patients. The PPE platform. ongoing treatment, support, and has allowed staff to continue to fill “With the support from the crisis intervention, which has been and refill medications, and also has Foundation’s Emergency Response essential to assist in managing enabled the organization’s Rapid Fund we were able to purchase the stress that has impacted our Response Emergency Addiction and iPads, cell phones, and conferencing entire community; the funding has Crisis Team (RREACT) to continue software that facilitated our ability supported continued safe access outreach to overdose survivors and to continue to have contact with to care.” expand their capacity to conduct our patients to deliver primary While Lee and his team were community visits. care, counseling, MAT (Medication able to convert many to telehealth “We simply would not have been Assisted Treatment), and psychiatric services, some primary and able to continue in-person services services using telehealth,” said Bill behavioral healthcare services if we could not obtain the needed Lee, CEO of Southeast Healthcare. continued in person, both at PPE. We were also able to purchase “Many of our patients have chronic Southeast Healthcare’s facility and hand sanitizer, and when we medical conditions that need in the community. Support from the could not find hand sanitizer, we continuous monitoring and support Emergency Response Fund also purchased the ingredients to make to maintain their health.” allowed Southeast Healthcare to our own. All of these efforts have While COVID-19 has affected purchase PPE to keep clients and supported our workforce to keep in- many Americans’ mental health, staff safe. person services available,” said Lee. those struggling before the “The PPE we purchased,

16 The Columbus Foundation Annual Report 2019 A $40,000 grant from the Emergency Response Fund to Clintonville-Beechwold Community Resources Center provided food, household and personal necessities, and supported an emergency fund to help families meet basic needs.

CRC continued to be Clintonville- a critical resource for neighborhood families in need during the Beechwold city-wide shutdown. Pictured: Yolanda Community Phares, CRC Family Services Associate Resources Director Center Photo courtesy of CRC

“Food, shelter, healthcare—these things are in greater jeopardy than ever before. Not since World War II Executive Director of CRC. “With CRC because of the really concrete, has our society had to come together COVID-19, that went entirely out meaningful things we can do for around a common threat, and it’s the window in terms of being able people that make their lives better,” certainly encouraging to see that to physically bring people together. he said. “This crisis put those needs we are able to rise to that occasion. What we do recognize from this and goals we work for at an even We’ll make sure that everything is experience is that it’s not just about higher premium.” the physical proximity. We have these In partnership with Age Friendly okay, because we’re going to make connections and are able to support Columbus, CRC’s Village in the Ville things okay!” one another even when we’re not Program created a Friendly Phone able to be together.” Line to help older adults seeking —BILL OWENS With the largest percentage of companionship, conversation, people 60 years of age or older in and social connection. Staffed by or almost 50 years, Franklin County living in or around volunteers and interns from The Ohio Clintonville-Beechwold Clintonville, CRC has a robust Senior State University’s College of Social Community Resources Supportive Services program that Work, the program provided 134 Center (CRC) has been includes both social and health hours of phone line coverage during Fproviding services that bring and wellness initiatives. Even the the first two weeks. individuals and families in the pandemic couldn’t halt a popular CRC’s Choice Pantry continues to neighborhood together. monthly get-together that has been be a valued resource to neighborhood With a wide scope of in place for seniors since 1983. individuals and families in need. With programming that extends from “This monthly meal typically the spike in unemployment and more youth to seniors, CRC functions as an includes 50-60 seniors. We were people requesting assistance to get extended family of sorts, providing a able to arrange for everyone to get by, Owens said the organization, physical and emotional connection to lunch on the scheduled date and and staff especially, have risen to the its neighbors. From its Choice Food then everyone ate lunch together, challenge. Pantry, to counseling and access to at the same time, but in their own “The funds that we received health services, CRC helps meet the homes,” Owens explained. “That is through the Emergency Response evolving needs of the neighborhood the strong bond with the people we Fund enabled us to be certain we and puts individuals and families on a are here to support.” have money to spend on the needs road to self-sustainability. It was this bond that intrigued we have now,” Owens said. “They “We help community members Owens, who has been with CRC gave us the confidence we needed form social networks and supports almost 25 years. to be able to go forward and provide for one another,” said Bill Owens, “I was immediately drawn to our service in the best way we can.”

17 COVID-19 COMMUNITY RESPONSE

IN THEIR OWN WORDS: Nonprofit Leaders Share Insights on Early Response to COVID-19

Two grants, totaling $50,000, $27,000 grant to support $25,000 grant to support to help with increased staffing, housing at My Place for youth technology needed to conduct additional medication, a telephone identified by Star House as remote interpreting services and system upgrade to handle medically compromised or support staffing needs increased volume, and postage caring for a newborn to mail prescriptions “Deaf Services Center (DSC) has “To The Buckeye Ranch, the received a generous gift of $25,000 “The introduction of the coronavirus emergency funds from The from the Emergency Response Fund to central Ohio posed an immediate, Columbus Foundation meant of The Columbus Foundation. This unique, and serious challenge to we could say ‘Yes!’ ‘Yes’ to our gift provides funds to help us acquire the Charitable Pharmacy’s patients. community who asked us to help additional technology to offer virtual We know that older adults and and ‘Yes’ to young adults challenged programs and services. We are those with chronic health conditions with chronic health conditions and grateful for the ongoing support of are both high-risk populations to unstable housing that left them The Columbus Foundation for the contract the virus and, if contracted, particularly vulnerable to adverse work DSC does with the Deaf and to experience more severe health effects of COVID-19. We are Hard of Hearing community.” consequences. This is our patient providing staff-supported apartments, population. food, and other essentials during John L. Moore, Executive Director, Over that initial period beginning the COVID-19 crisis for these young Deaf Services Center on March 12, pharmacy staff worked adults who would not otherwise tirelessly to provide patients with qualify for our services. During their two-month supplies of medication stay, they are not only sheltered (as opposed to the typical 30-day from exposure but are learning skills fills) so they could shelter safely to increase their independence at home. During those first four when they leave us. One young weeks alone, the dollar value of adult is learning to plan and cook prescriptions dispensed increased healthier meals critical to her medical by 332 percent over the same time condition, apply for food assistance, $18,800 grant to provide phones period last year. and keep medical appointments. and support for remote staffing and Meeting the unprecedented A second young adult has been fund supplies and support services surge would not have been possible able to reduce the frequency and to families in quarantine without the addition of three new duration of emergent hospital visits, staff members, and hiring new staff learn budgeting skills, and apply would not have been possible for low-income housing. Our staff “The Columbus Foundation without The Columbus Foundation’s continues to engage with activities grant really helped shape the financial support. We—and our intended to keep young adults BRAVE Project COVID-19 relief patients—are eternally grateful.” socially connected while physically effort in the Bhutanese-Nepali distancing. For helping us say ‘Yes’, community in central Ohio. BRAVE Jennifer Seifert, MS, RPh, BCGP, we thank you!” (Bhutanese Response Assistance Executive Director, Charitable Volunteer Effort) is a community-led Pharmacy of Central Ohio Vickie Thompson-Sandy, President team of healthcare professionals, and CEO, The Buckeye Ranch social workers, and students within the community that supports families who have been impacted

18 The Columbus Foundation Annual Report 2019 by the coronavirus, either directly loss stemming from our retail store or indirectly. Through this project, and Adult Day Services closings we have been able to help more placed a significant hardship on our than 400 families, providing medical agency. We thank the Foundation assistance to those who were for its support in helping Goodwill monitored by the community nurse meet the needs of 650 adults with during the quarantine, supplying developmental disabilities, and job groceries and basic PPE, and helping seekers we are serving virtually with benefit and unemployment through Workforce Development, $25,000 grant to provide applications. This is an ongoing each and every day.” emergency grants to UNCF process. The BRAVE project became scholarship recipients very successful in helping families Margie Pizzuti, President and CEO, get the necessary resources as Goodwill Columbus well as get connected to outside “As many, many Americans are faced community resources.” with a lack of essential needs like food and housing, it’s still important Sudarshan Pyakurel, that we support our minority students Director, Bhutanese Community who are trying to go to and through of Central Ohio college. Unfortunately, African Americans are disproportionately affected by this pandemic. This has $100,000 grant to support an a chilling effect on an individual emergency fund to provide student’s ability, a family’s ability, and assistance to tenants in meeting the institution’s ability to continue basic living expenses along the same path. Through the immediate action of our corporate, foundation, and individual supporters, Three grants totaling $158,874 to “The Columbus Foundation has we have responded to the crisis, and allow services to be delivered in supported Homeport for years, since March 13, United Negro College clients’ homes and provide SHARE assisting 60-70 of our residents Fund (UNCF) has taken bold steps Mobility Solutions transportation annually to avoid evictions due to to help our institutions and students services for Goodwill, Star House, financial emergencies. When the cope with COVID-related challenges. Columbus Works, and Freedom COVID-19 pandemic hit, that number We announced a $4 million a la Carte employees exponentially increased as large investment of capital and emergency numbers of our residents found funds to UNCF Historically Black themselves out of work and scared Colleges and Universities; $3 “Goodwill Columbus is truly grateful that they could lose their homes. million in scholarships, degree for the support our agency received Though Homeport set aside ample completion grants, and emergency from The Columbus Foundation’s reserves to ensure homes weren’t aid to students at our institutions; Emergency Response Fund. In lost, we still knew it wasn’t enough. and we are leading efforts to secure our efforts to combat the spread The Columbus Foundation quickly an online platform for our member of COVID-19, Goodwill has seen stepped up to match our reserves so HBCUs to deliver coursework online dramatic increases in expenditures that our residents affected by these now and going forward.” for PPE needed by our Supported terrible circumstances still had a safe Living staff who are on the front lines and affordable place to call home. On Steven A. Miller, Area Development providing services to individuals in behalf of the Homeport family and, Director, United Negro College their homes. We also saw a dramatic most importantly, our residents, a Fund increase in the cost of pandemic- very special and sincere thank you!” level cleaning supplies required by our custodial contracts with clients Bruce Luecke, President & CEO, To see the full list of grants awarded in state and county buildings that Homeport from the Emergency Response Fund, were open during the Governor’s visit https://cbusfdn.org/ERFgrants. stay-at-home order. The revenue

19 COVID-19 COMMUNITY RESPONSE In It Together Collaboration key to successful community response

Photo courtesy of Middle West Spirits

20 The Columbus Foundation Annual Report 2019 Uncertainty seeds innovation. As communities K95 MASKS / RAPID TESTS face challenges, coming together to offer what In April, The Columbus Foundation donated tens of thousands of KN95 you have, what you know, and how to provide masks to nursing homes, EMS a solution, together, is the true definition of workers, City and County Health Departments, and nonprofits. collaboration. The donation was part of a larger investment the Foundation made in 100,000 medical-grade masks. The State of Ohio purchased half of the shipment. The Columbus Foundation was L BRANDS / National Church Residences (NCR) proud to develop partnerships BATH & BODY WORKS assisted in determining the proper with hometown companies distribution to nursing home facilities On March 25, The Columbus in need. NCR is leading a consortium and leaders on a number of Foundation announced that Bath & of senior-focused agencies that effortsto get critical equipment Body Works, an L Brands company, are partnering to implement rapid and supplies in the hands of was donating half a million bottles turnaround COVID-19 testing across those on the front lines in our of its liquid soaps to the City of the region through the Post-Acute community. Columbus through The Columbus Regional Rapid Testing (PARRT) Foundation to hel p equip local program, made possible in part nonprofits and first responders by grant funding provided by The MIDDLE WEST SPIRITS assisting others during this Columbus Foundation. community crisis. “This generous and incredibly In mid-March, local spirits “We know this is an all-hands- well-timed donation of masks will producer Middle West Spirits on-deck time, and as a company allow the PARRT program to support diverged from its usual production we wanted to move immediately to vulnerable seniors with mandated of alcohol to produce hand sanitizer help aid the most vulnerable in our rapid testing, while providing crucial for frontline responders, including community,” said a spokesperson protection to our frontline workers,” EMS and shelter staff. at Bath & Body Works when the Mark Ricketts, CEO of NCR said “We are inspired by seeing announcement was made. “We following the announcement in so many selfless acts around our appreciate the role that The April. “National Church Residences community,” said Ryan Lang, Co- Columbus Foundation and the joins LeadingAge Ohio, Central owner and Head Distiller of Middle City of Columbus are playing in Ohio Geriatrics, and Ohio Living in West Spirits, in a March statement. facilitating the distribution of this expressing our profound gratitude to “We join others in our industry and product to the places and people The Columbus Foundation.” in our community in thinking about that need it most.” The remaining masks were ways we can help. The Foundation divided between Franklin County’s has long been a great supporter of Emergency Management’s ours, and we are thrilled to know distribution system led by City and that, thanks to their help, we can County officials and the Human move now to help protect those “We are inspired Service Chamber of Franklin County. who so deserve protection from this “This gift of PPE from The virus.” by seeing so Columbus Foundation can lead to As part of its Emergency lives being saved and the health Response efforts, the Foundation many selfless of at-risk front-line workers being helped Middle West Spirits make protected,” Jeff Young, Director the transformation in its production acts around our of Franklinu Co nty Emergency capacity possible by committing community.” Management and Homeland Security, to purchase the first $50,000 said at the time. “This is how we of sanitizer to equip local EMS —RYAN LANG, CO-OWNER, rally as a community, and it is truly operations and homeless shelters. MIDDLE WEST SPIRITS impressive.”

21 COVID-19 COMMUNITY RESPONSE

THE SPIRIT OF THE CITY Support for the arts more important now than ever

While many of the initial efforts surrounding COVID-19 focused on grants supporting basic needs, the Foundation recognized that the arts also play a key role in the overall health and vitality of our region.

PICTURED, CLOCKWISE In April, the Foundation announced its largest investment FROM TOP LEFT: Photo ever in the central Ohio arts sector. The 2020 grants were by Lydia Miller / Artists awarded to 66 arts organizations, a total of $1.57 million to (L–R): Jen Wrubleski, Andy Graham, Lisa McLymont, support some of the community’s most treasured cultural and Adam Brouillette institutions. Typically released beginning in July, the grants were Photo by Lydia Miller / paid in full early, representing the Foundation’s Artist: Mandi Caskey acknowledgment of arts organizations’ need for resources when Photo by Lacey Luce / the show can’t go on. Artists: Hakim Callwood, “During this time of peril, it is imperative that we support our Bryan Christopher Moss, and Ariel Peguero arts and culture organizations,” said Douglas F. Kridler, President Photo courtesy of Harmony and CEO of The Columbus Foundation. “Columbus is fortunate Project / Artist: Designed to have world-class arts organizations that help cement our city’s by Jeremy Jarvis—Faith reputation as a cultural leader. By increasing our investments in Mission partnered with Harmony Project, NBC4, this sector and expediting the grant dollars, we look to insure and Kind Columbus their stability and strength.” Photo by Lacey Luce / Artist: Katie Golonka

22 The Columbus Foundation Annual Report 2019 SONGS OF HOPE Collective effort offers fun way to connect through music

raveling neighborhood to of Smart Columbus. “From 100th Curbside Concerts, featuring local musicians like neighborhood, Curbside birthday celebrations and milestone Will Freed, has been a source of joy, lifting the spirits of neighbors during a tumultuous time in Concerts has sent local anniversaries to a concert sent from our community. musicians to the homes of a daughter in Spain, we have been Photo by Challen Brown Tmore than 600 senior citizens and able to touch a lot of lives during a immunocompromised individuals who really difficult time.” have been socially isolated through The Curbside Concerts series the pandemic. Local musicians arrive was formed through a human- concerts are made possible thanks via pick-up truck to homes and senior centered design process led by to additional support from Ricart living facilities across central Ohio, The Columbus Foundation and Automotive, Test Double, and performing intimate mini-concerts Can’t Stop Columbus, an initiative Futurety. with a heartwarming message for of Smart Columbus. Can’t Stop Columbus those in isolation that they are loved Generous Funding to pay local volunteers lead the coordination, and missed. artists is provided by Columbus City communications, and operations “There are so many incredible Council, Greater Columbus Arts efforts with support from Streetlight stories of kindness and joy from this Council, and Doug and Monica Guild, the Columbus Music program,” said Jordan Davis, Director Kridler via the Streetlight Guild. The Commission, and What Productions.

23 COVID-19 COMMUNITY RESPONSE

DR. AMY ACTON 2020 Spirit of Columbus Awardr Winne

On April 17, Dr. Amy Acton, former Director of the Department of Health for the State of Ohio and passionate advocate for vulnerable populations, was named The Columbus Foundation’s 2020 recipient of The Spirit of Columbus Award.

he Spirit of Columbus and passionate she is about our Award was created in residents’ well-being.” “Receiving The Spirit 2013 in honor of pilot Dr. Acton served as a Community of Columbus Award Jerrie Mock, the first Research and Grants Management Twoman to fly solo around the world. Officer at the Foundation prior to was a beautiful The award recognizes those who her work at the state. During the exhibit exemplary community Foundation’s 2018 Critical Need surprise. It’s such spirit through their efforts and Alert: Our Kids, she helped lead an accomplishments. effort that raised more than $2.4 an honor.” Dr. Acton was selected by the million to support high-quality early —DR. AMY ACTON Foundation for her outstanding work childhood education and bolster and leadership in the community, collaborative efforts to effectively and to represent all of Ohio’s public end youth homelessness, far health workers, first responders, and surpassing the campaign’s initial medical personnel on the front lines goal of $1.5 million. Acton received a “Jerrie,” a bronze fighting the COVID-19 crisis. “For me, the Spirit of Columbus is miniature of the Jerrie Mock “The heroism shown by our first really the spirit of Ohio. How do we sculpture at John Glenn Columbus responders during this time fills us stay in this fight and land on solid International Airport, created by with pride and reminds us of the ground, together? That’s what I think local artist Renate Fackler. strength of our community,” said of when I think of Jerrie Mock and In addition to the sculpture, Douglas F. Kridler, President and her historic journey in her airplane. the Foundation made a $50,000 CEO of The Columbus Foundation, We’re on a similar journey into grant in honor of Dr. Acton to Star following the announcement. “There the unknown, but it’s the spirit of House, a social service organization could be no better representative people, even when they’re scared, that operates a drop-in center for of our medical professionals’ hard reaching out and saying, ‘we’re youth experiencing homelessness work, grit, and commitment to going to do this together,’” said Dr. and provides immediate access to community than Dr. Acton. We know Acton. basic needs and connections to firsthand how dedicated to her work As this year’s honoree, Dr. stabilizing resources.

24 The Columbus Foundation Annual Report 2019 Illustration by Eric Lee

25 2019 — A Year in Review

26 The Columbus Foundation Annual Report 2019 Looking back, 2019 saw a record-breaking number of new funds established at The Columbus Foundation, proving that the desire to help others and make a difference continues today, more than 75 years after Harrison M. Sayre created the Foundation for the betterment of the entire community.

In 2019, $182.5 million was awarded in grants to support nonprofits improving central Ohio, and beyond. Since our founding, an extraordinary $2.68 billion in grants has benefited a wide range of causes, from social services and the arts, to conservation, healthcare, education, and more—all thanks to the kindness and commitment of donors like you. The generous gifts and bequests received from donors in 2019 totaled $238.2 million, the fourth highest annual amount in the Foundation’s history. These gifts created new funds and added to existing funds and foundations held at The Columbus Foundation, our Supporting Foundations, and our affiliate, Community Foundations, Inc. As of December 31, 2019, the assets of the Foundation stood at $2.68 billion, held in 2,888 charitable funds and 28 Supporting Foundations.

27 2019 AWARDS

THE HARRISON M. SAYRE AWARD Joseph and Linda Chlapaty Photo by Rick Buchanan Photography Buchanan Rick by Photo

THE COLUMBUS FOUNDATION AWARD Alvis, Inc. Photo courtesy of Alvis

28 The Columbus Foundation Annual Report 2019 INAUGURAL ACORN AWARD Lewisporte Area Flight 15 Scholarship Fund and Shirley Brooks- Jones Photo by Rick Buchanan Photography Buchanan Rick by Photo

THE SPIRIT OF COLUMBUS AWARD Save the Crew Photo by Rick Buchanan Photography Buchanan Rick by Photo

5 NONPROFITS TO WATCH A Kid Again, Columbus Early Learning Centers, Human Service Chamber of Franklin County, ProMusica, TECH CORPS Photo by UA Creative Studios

29 FUNDS ESTABLISHED IN 2019

The Funds for Columbus (Unrestricted)

Created by civic-minded individuals to address emerging needs and opportunities in the community, The Funds for Columbus are composed of unrestricted funds and contributions. The Foundation’s Community Research and Grants Management team researches and identifies the most effective organizations and initiatives to receive grants.

191 $237,689,775 $10K–$46,233,198 TOTAL NUMBER OF FUNDS MARKET VALUE OF FUNDS MARKET VALUE RANGE (As of December 31, 2019)

James E. and Shirley C. Cahill Fund Graduate School in Chicago. Alice State University. He worked at for Columbus served as the Director of Outpatient Bron-Shoe Company for over four James and Shirley Cahill established Alcoholism Services at Riverside decades, serving as President for 14 this fund through a charitable Methodist Hospital and had a private years. Bob served on many nonprofit remainder trust. They wanted to help counseling practice. She was also boards, including Children’s Hospital, grow the unrestricted funds that an assistant professor at The Ohio Franklin County Children’s Mental allow The Columbus Foundation to State University College of Social Health, and Temple Israel. Sukie respond to unforeseen community Work. Alice lived most of her life in graduated from Bexley High School challenges and invest in the future Columbus and passed away in 2019. and attended Connecticut College of our city. James was a World for Women. She was also an active War II Veteran and retired from Robert and Sukie Kaynes Fund volunteer with many organizations. Westinghouse Electric Company. for Columbus Bob and Sukie were married for 57 Shirley passed away in 2013, and This fund was established by years and spent 25 winters at their James passed away in 2019. Bob and Sukie Kaynes to support second home in Rancho Mirage, the central Ohio community for California. They had two sons and Alice E. Dawson Fund for Columbus generations to come. Bob served two granddaughters. Sukie passed Alice Dawson created this fund via in the Navy in World War II before away in 2011, and Bob passed away a bequest. She had a bachelor’s earning a bachelor’s degree from in 2019. degree in education from Ohio Harvard University. He also attended University and a master’s degree in business schools at Case Western social work from the Jane Addams Reserve University and The Ohio

30 The Columbus Foundation Annual Report 2019 Field of Interest Funds

This fund option allows donors to make contributions to specific fields of interest that have meaning to them. This may include support for multiple areas of interest, such as the elderly, healthcare, the arts, or a specific geographic area.

272 $193,491,301 $10K–$22,409,933 TOTAL NUMBER OF FUNDS MARKET VALUE OF FUNDS MARKET VALUE RANGE (As of December 31, 2019)

Amphitheater Fund of the New Ohio State University. Anne was a Tom is a musician who performed as Albany Community Foundation graduate of St. Joseph Academy and principal trumpet with the ProMusica This fund was established to support also attended OSU. Robert joined the Chamber Orchestra for 38 years and construction of the Charleen & corrugated paper industry in 1946, played with the Columbus Symphony Charles Hinson Amphitheater. working for Corrugated Container for 50 years, retiring as principal Company both in Columbus and in trumpet. Eastminster Presbyterian Church Muncie, Indiana prior to establishing Legacy Fund (ELF) for Eastside Buckeye Boxes, Inc. in 1966. Robert Redgrave Family Fund of the New Basic Human Needs and Anne were very active in the St. Albany Community Foundation This fund was established by the Brendan Parish. They established this Lynne and Martyn Redgrave Eastminster Presbyterian Church fund to benefit Catholic charities in established this fund to support to support basic human needs in central Ohio in an effort to give back community initiatives and programs Columbus’ East Side neighborhood. to the community a small portion of in the areas of education, health, the benefits they felt they received. and the arts. Ben W. Hale Memorial Fund of Robert passed away in 1996, and the New Albany Community Helen passed away in 2018. Michael and Nanette Triplett Foundation Family Fund of The New Albany This fund was established by the Isadora Alexandria Loew Community Foundation family and friends of Ben Hale in his Klodell Fund of the New Albany This fund was established by Michael memory to support lifelong learning Community Foundation Triplett, Ph.D., and Nanette Triplett through The Jefferson Series This fund was established in memory for the purpose of supporting lectures and student lectures. of Isadora Alexandria Loew Klodell. initiatives toward the betterment Alexandria’s family and friends of the community, especially in J. Terry Hayman Fund created the fund to support reading the areas of health and wellness, John T. “Terry” Hayman established and writing programs in the New education, and environmental this fund through his estate plan Albany Primary Elementary School. sustainability. to support programs and projects Alexandria passed away in 2018. relating to the preservation and enhancement of Westerville’s Helen Liebman and Tom history. Terry was a lifelong resident Battenberg Fund of Westerville and a graduate of Helen Liebman and Tom Battenberg Westerville South High School. established this fund to support He passed away in 2019. community services that address and alleviate hunger and provide Robert B. and Helen Anne Hoyt affordable housing options. Helen is Fund a retired attorney who has served on Robert and Helen Anne Hoyt grew the boards of YWCA Columbus and up in the Milo-Grogan neighborhood CHOICES for Victims of Domestic of Columbus. Robert graduated Violence and has been a longtime from Central High School and The volunteer for CHOICES.

31 Designated Funds

Donors support specific charitable organizations that they identify to receive grants during their lifetime and beyond.

345 $339,818,964 $10K–$38,624,789 TOTAL NUMBER OF FUNDS MARKET VALUE OF FUNDS MARKET VALUE RANGE (As of December 31, 2019)

Anonymous (1) created a warm and loving home for William R. and Anne E. Davidson their three children. She shared her Fund for the William R. Davidson Bruce E. and Carolyn R. Claggett artistic talents with her children, her Doctoral Fellowship in Marketing Fund community church, and through her at The Ohio State University This fund was created through a patriotism. She remains in the hearts William R. “Bill” Davidson, Ph.D., gift from Newark resident Bruce of her family, those she has touched, and Anne E. Davidson established Claggett’s estate plan. Bruce was inspired, and loved, and those saved this fund through their estate plans a graduate of Capital University by her selfless act of organ donation. to provide ongoing support to where he met Carolyn, his wife of 65 Kate passed away in 2017. the William R. Davidson Doctoral years. He owned Claggett Electric Fellowship in Marketing at The Ohio Company and built buildings in his William R. and Anne E. Davidson State University. Bill was a U.S. Navy spare time. He was in the Army Fund for the Anne Anderson Veteran of World War II, earning Corps of Engineers in the 1950s Davidson Scholarship Fund at a Purple Heart and Distinguished and was a member of Hightower Marietta College Flying Cross. He obtained a Ph.D. Congregational United Church of William R. “Bill” Davidson, Ph.D., and in marketing from The Ohio State Christ. Bruce and Carolyn had three Anne E. Davidson established this University, where he went on to daughters and four grandchildren. fund through their estate plans to teach as a faculty member until 1972. He passed away in 2018. provide ongoing support to the Anne Bill wrote numerous articles and a Anderson Davidson scholarship textbook on retailing and founded a Kate Selegue Delker Memorial Fund at Marietta College. Anne was a consulting firm called Management This fund was graduate of Marietta College and Horizons. Anne passed away in 2007, established in served as a WAVE during World War and Bill passed away in 2012. memory of Kate II. They had two daughters. Anne Delker to support passed away in 2007, and Bill passed Donald Franklin and Marilyn Good scholarships at away in 2012. Holdren Fund Bishop Hartley This fund was established through High School. Kate grew up in William R. and Anne E. Davidson the bequest of Marilyn Good Columbus with six siblings. Fund for the William R. and Anne Holdren for the purpose of giving While attending school in her E. Davidson Trinity Trust Fund at back and helping patients with cleft neighborhood, she was involved in Trinity Episcopal Church lip and palate repair by supporting various extracurricular activities. William R. “Bill” Davidson, Ph.D., and otolaryngological surgeries at She graduated from Bishop Hartley Anne E. Davidson established this Nationwide Children’s Hospital. High School in 1982. She competed fund through their estate plans to Marilyn attended Huntington High in several biathlons and triathlons provide ongoing support to Trinity School and Franklin School of despite having asthma. Kate Episcopal Church. Anne and Bill were Science and Arts before serving as a attended The Ohio State University both members of Trinity Episcopal medical transcriptionist at Chillicothe where she played field hockey and Church. Anne passed away in 2007, Hospital. She spent the remainder earned a degree in art history. and Bill passed away in 2012. of her life dedicated to her work and Together with her husband, Kate friends at Battelle Memorial Institute.

32 The Columbus Foundation Annual Report 2019 In 1963, she met the love of her life, Mary and Robert Lazarus, Jr. Foundation. After serving in the Donald Franklin Holdren, and they Designated Fund U.S. Army during World War II, were married in 1975. Donald passed Civic and philanthropic leader Mary Al earned his bachelor’s degree away in 1999, and Marilyn passed Lazarus established this fund to and medical degree from The away in 2018. provide designated support to select Ohio State University. He had a organizations in our community. successful 52-year career as an Gunther Family Fund II ophthalmologist, and also worked This fund was established by Richard Jean I. Marshall Fund as an associate professor at OSU and Linda Gunther to support a Jean Marshall established this Department of Ophthalmology for variety of charities they care about fund through a bequest to provide many years. in central Ohio and beyond. Richard ongoing support to organizations is professor emeritus of political that were important to her during her Wolfe Associates Legacy Fund science at The Ohio State University. lifetime. A native of Coshocton, Jean This fund was He holds a bachelor’s degree, was a graduate of The Ohio State created by Wolfe master’s degree, and doctorate from University with a bachelor’s degree Associates to the University of California, Berkeley. in nursing and Certificate of Nurse provide ongoing Linda is retired from Columbus Public Anesthesia. Jean was a member of support to a Schools as a physical therapist. She First Community Church, American number of holds a bachelor’s degree from the Association of Nurse Anesthetists, organizations, including Columbus University of Texas and a master’s and Alpha Delta Pi Sorority. She Museum of Art, Columbus Early degree from OSU. They have one passed away in 2019. Learning Centers, Columbus Zoo and daughter and reside in Worthington. Aquarium, and OSUCCC–James. Albert W. and Bonnie R. van Fossen Michelle M. Krabacher Fund for Fund for Columbus Landmarks Foreign Language Enrichment This fund was established through This fund was the bequest of Albert and Bonnie established in van Fossen. Both central Ohio memory of Michelle natives, Al and Bonnie created this M. Krabacher by fund to provide ongoing support her family. The fund to Columbus Landmarks as the will be used to organization works to advocate support and enhance West Carrollton for historic preservation and School District sponsored cultural rehabilitation through community enrichment activities for high school action and education. Bonnie passed foreign language arts students. away in 2009, and Al passed away Michelle retired from West Carrollton in 2018. High School in 2003 after a 25-year career teaching high school Spanish. Albert W. and Bonnie R. van Fossen She was a passionate teacher and Fund for the Columbus Museum emphasized cultural enrichment of Art activities in her teaching, such as Albert and Bonnie van Fossen creating class lessons when she established this fund through a traveled to Spanish-speaking bequest to support the Columbus countries, leading students on Museum of Art as it creates numerous class trips to Spain and remarkable experiences with great Costa Rica, organizing Spanish Club art for everyone—now and into the cultural activities, and supporting future. foreign exchange students. As a college student, she studied abroad Albert W. and Bonnie R. van Fossen in Spain, Colombia, and Mexico, and Fund for the Eye Center Foundation continued to travel internationally This fund was established through throughout her life. Michelle passed the bequest of Albert and Bonnie van away in 2013. Fossen to support the Eye Center

33 Organization Endowment Funds

Nonprofit organizations and individuals create this type of fund to protect the capital of an organization and help it meet future needs. The fund can provide a relatively constant source of income and can demonstrate security and long-term financial planning.

422 $165,399,081 $10K–$12,214,875 TOTAL NUMBER OF FUNDS MARKET VALUE OF FUNDS MARKET VALUE RANGE (As of December 31, 2019)

Anonymous (1) contributions of Kent and Mary tumor research Beittel, who have been tireless and primarily Adaptive Sports Connection Fund advocates for the homeless and Neurofibromatosis Adaptive Sports marginally-housed in central Ohio. type 2 (NF2) Connection (ASC) The fund will continue Kent and research. This fund is dedicated to Mary’s legacy of helping those most will support NF2 improving the vulnerable in our community. Mary BioSolutions, an organization that is health and well-being of Veterans, passed away in 2017. working to accelerate gene therapy children, and adults with disabilities. research for NF2. Through outdoor sports, therapeutic Central American Medical Outreach recreation, as well as community Growth Fund Columbus Audubon Endowment inclusion and collaborative programs The mission of Fund with schools, hospitals, employers, Central American Since 1913, and other nonprofit organizations, Medical Outreach Columbus this fund supports ASC in making a (CAMO) is to Audubon has been difference for thousands of individuals improve the promoting the and families across the entire state lives of Central appreciation, of Ohio. Americans by strengthening understanding, and healthcare systems and promoting conservation of birds, other wildlife, Be The Good Fund sustainable community development. and their habitats for present and This fund was Established in 1993, CAMO provides future generations. This fund will established by an average of 140,000 direct services support the programs and activities Besa, a central annually to Hondurans. Lives are of Columbus Audubon and help Ohio nonprofit that saved through vital medical services, provide long-term sustainability. connects people to women are safe at CAMO’s domestic community service violence shelter, children receive Columbus Landmarks Foundation by curating service projects and nutritious meals at the daycare, youth Ed Lentz Prize Fund engaging volunteers. This fund will avoid violence at CAMO’s gym and Columbus serve as a vehicle for long-term funds learn employable skills at its trade Landmarks and support the sustainability of the school, and adults obtain training Foundation organization. at the Academy of Professional established this Excellence. CAMO’s board fund to endow the Kent and Mary Beittel Endowment established this endowed growth Ed Lentz Prize. Fund for The Open Shelter fund to increase visibility and support Named after Director Emeritus The Open Shelter its ongoing operations. Ed Lentz, the Ed Lentz Prize will established this provide an annual cash award for a fund to honor and Children’s Brain and Spinal Cord presentation that provides a better recognize the Tumor Research Endowment Fund understanding of the history, longtime leadership This fund was set up to support architecture, and/or importance of and many children’s brain and spinal cord historic preservation in Columbus.

34 The Columbus Foundation Annual Report 2019 Columbus Metropolitan Club David Down Syndrome Association of Franklin Soil and Water and Sally Bloomfield Legacy in Civic Central Ohio Fund Conservation Stewardship Fund Engagement Fund This fund will The Franklin This fund was established through support the Soil and Water the generosity of David and Sally Down Syndrome Conservation Bloomfield to support the Columbus Association of Stewardship Metropolitan Club. Since 1976, Central Ohio, which Fund will raise Columbus Metropolitan Club has has worked to money for the implementation of served as a venue to provide support families, promote community conservation projects targeted to meaningful dialogue and exchange of involvement, and encourage a improving water quality for the benefit information and ideas to all residents lifetime of opportunities for people of wildlife, recreation and drinking in central Ohio. Sally Bloomfield was with Down syndrome since 1984. water benefiting wetlands, forestry, one of the 13 women leaders who The organization is made up of carbon offsets, pollinators, native founded the Columbus Metropolitan people of all ages with Down plants, and bird populations Club. Her gift is a special recognition syndrome, parents of children with throughout central Ohio. to CMC’s long-standing service to the Down syndrome, and professionals Columbus community. and healthcare providers—all working Hall Family Fund in Support of together to ensure that all individuals the Upper Arlington Community Community Development for All in our community living with Down Foundation People Endowment Fund syndrome have every opportunity to Clayton and Virginia Hall created Community achieve their fullest potential in an this fund to support their community Development for accepting and inclusive community. by working with the Upper Arlington All People (CD4AP) Community Foundation. Clayton is grew out of a Dublin City Schools Legacy Fund a graduate of Upper Arlington High message of This fund was School and obtained a degree from unconditional love created with a gift Georgetown University. He works for and an atmosphere of radical from Pat Grabill Windsor Advisory Group. Ginny is a hospitality. CD4AP was formed in (Dublin High School graduate of Indiana University. She 2003 with the mission of improving ’68) and Clayton is the owner of Winnie & Co Interiors, the quality of life for people on the Rose (Dublin High an interior design studio. They are South Side of Columbus. This fund School ’70), with the encouragement residents of Upper Arlington and will serve CD4AP as it works to build of the Dublin City Schools Alumni have two young children. a healthy and engaged community Association. The fund will support the where all people are empowered to efforts of the Alumni Association to Hilltop Early Learning and pursue their hopes, dreams, and assist students in Dublin City Schools Community Center Fund aspirations. who have financial need. This endowment was established to offset operating costs of the Hilltop COSI Arthur E. and Dorothy D. EHE Foundation Fund Early Learning and Community Shepard Endowment Fund The EHE Foundation Center, thereby making the facility This fund was Fund will serve the affordable for the nonprofit tenants established with giving and granting who are providing essential programs an estate gift made needs of the EHE and services to Hilltop residents. by longtime donor Foundation as the Art Shepard. The organization seeks Hospice of Central Ohio fund will support treatments and a cure for Epithelioid Founded in 1982, unrestricted activities at COSI as Hemangioendothelioma (EHE), an Hospice of Central the organization strives to engage, aggressive form of vascular sarcoma. Ohio’s mission is to inspire, and transform lives and The organization works to increase celebrate the lives communities by being the best awareness, pursue scientific research, of those we have partner in science, technology, and advocate for and support EHE the privilege of serving by providing industry learning. Art passed away patients, and bridge information superior care and superior services to in 2018 at the age of 107. between researchers, providers, each patient and family. This fund will and patients. support essential services, giving

35 comfort, dignity, and meaning to Church, and she supported many National Veterans Memorial and people with life-ending illnesses and charitable organizations in Upper Museum Major Maintenance and support to their families, which are not Arlington. Sue created this fund Capital Endowment Fund provided by insurance sources. with a bequest to support the work Opened in 2018, of the Upper Arlington Community the National Huckleberry House Endowment Foundation. She passed away in Veterans Memorial Fund 2019. and Museum Huckleberry House honors the legacy works with central Lifeline of Ohio Fund of the courageous Ohio’s youth and This fund will men and women who answered the families who are support Lifeline call for our country. Fulfilling a dealing with some of Ohio’s mission mission to honor, connect, inspire, of the most difficult to empower our and educate, the museum preserves problems imaginable—issues like community to save not only the names, dates, and abuse, violence, neglect, poverty, and and heal lives battles, but the intimate memories, homelessness. In its crisis shelter for through organ, eye, and tissue personal belongings, and painful teens, housing programs for young donation. Donors’ generous losses of our nation’s Veterans. adults, and counseling services, the contributions will help Lifeline of These elements link our national organization is committed to helping Ohio provide bereavement and story to the larger context of world young people and families take aftercare services to the families of events since our country’s earliest control of their lives and move toward our organ, eye, and tissue donors; days and demonstrate the a brighter future. This endowment will provide outreach to the community importance of individuals in shaping help ensure that Huck House can about donation; provide education our history. This fund will support the continue this vital work. about donation for Ohio students; museum’s ongoing capital and and support general operations of maintenance needs. Kaleidoscope Youth Center the organization. Donors can be Endowment confident their philanthropic gifts NWUMC Chapel in the Woods – Established in are used with compassionate Memorial Garden Endowment Fund 1994, Kaleidoscope consideration to best serve those Northwest United Methodist Church Youth Center is in need. established this fund for the purpose the largest and of the upkeep, improvement, and longest-standing Momentum Fund sponsorship of events within the organization in Momentum Chapel in the Woods, the Memorial Ohio solely dedicated to serving engages children Garden, and the surrounding wooded and supporting queer youth. This in dance, music, area on the church property lines endowment will provide ongoing and performance east, west, and north of the Chapel in stability as the organization works to in order to develop the Woods and the Memorial Garden. provide a safer place, programming, lifelong habits of and leadership opportunities so that self-discipline, teamwork, and NWUMC David Andrew Hajek youth can be free to explore who commitment to excellence. Through Memorial Endowment Fund they are and empowered to become classes held during the school day This fund was originally established their confident, truest self. at elementary schools throughout through the Northwest United central Ohio, children experience joy Methodist Church by Edith A. Hajek Knell Family Memorial Fund and the transformative power of the and Brian Hajek in 2013 in memory Sue Knell was a resident of Upper arts. Founded in 2003, Momentum of their deceased son, David Andrew Arlington for her entire life, except is proud to have served more than Hajeck. Additional contributions to when she attended and played 11,000 boys and girls, many from this fund are welcomed. The purpose basketball at Colorado Women’s neighborhoods of high need, since of the fund is to support Children College (now part of University of its inception. This fund will allow and Youth Programs in ways that Denver). Her family home was built Momentum to continue its mission will improve and enhance church in 1916 and was one of the original and serve many more children in programs in this program area. homes in Upper Arlington. She was a the years to come. longtime member of First Community

36 The Columbus Foundation Annual Report 2019 NWUMC Leadership Development artists, and a commitment to making a way for donors to contribute to for Youth – Adults Endowment Fund opera inclusive and representative of a one-time campaign to provide This fund will assist Northwest United our community. Opera Columbus resources and enhancements to the Methodist Church in paying the established this endowment fund to school district’s facilities master plan, costs of interested parishioners (not provide financial stability for its a $230 million project to rebuild or including NWUMC paid ordained mission to advance the experience renovate six school buildings. ministers) for participating in events and the art of opera. and activities that enhance Christian Wellspring College Fund leadership, understanding of church Redeemer Lutheran Church Mary This fund was established by organization, and spiritual growth Kohler Ministry Fund Wellspring Chapel International to through educational experiences. Redeemer Lutheran Church maintains support its College Fund, which Priority for the funding of costs of three funds at The Columbus helps facilitate the educational needs participants shall be given to youth Foundation. The church is located of the children of Wellspring Chapel and young adult leaders of NWUMC. in the Berwick neighborhood and International. supports a diverse congregation NWUMC Real Estate – Capital that welcomes all people regardless Westerville Symphony Endowment Reserve Fund of ethnic origin, gender, age, race, Fund Northwest United Methodist Church sexual orientation, disability, gender This endowment established this fund to assist in any identification, or economic status. fund was purchases of parsonages for pastors This fund is a discretionary fund of established by and to provide dollars for church the church generally used for non- the Westerville capital improvement projects. budgeted special projects. Symphony as the organization Ohio AAA Blue Jackets Redeemer Lutheran Church Mission inspires, educates, and enriches the Development Endowment Fund Endowment Fund lives of diverse audiences in central The AAA Blue Redeemer Lutheran Church maintains Ohio through exceptional symphonic Jackets is a Tier 1 three funds at The Columbus music. Elite Youth Hockey Foundation. The church is located League Team that in the Berwick neighborhood and Doris Yamarick Empowerment Fund offers the highest supports a diverse congregation This fund was established by Shirley level of training and that welcomes all people regardless Bowser and the board of Haven competition for aspiring young of ethnic origin, gender, age, race, House of Pickaway County in memory hockey players. This fund will help sexual orientation, disability, gender of Doris Yamarick. Shirley and Doris offset program costs and expenses. identification, or economic status. were friends for many years, and a The church established this fund to true example of women supporting Ohio to Erie Trail Foundation support mission-related grantmaking each other through life. Doris was The Ohio to Erie Trail established this for the congregation. instrumental in the creation of fund to help ensure its sustainability Haven House, a facility that provides and long-term success in providing a Virginia M. Ritchey Unrestricted services to victims of domestic non-motorized dedicated trail used Fund for the Columbus violence and homeless women for commuting and recreation across Metropolitan Library Foundation and children. This fund will provide the state of Ohio. Virginia M. Ritchey provided for assistance to enhance the ability to the creation of this fund to support become self-sufficient and encourage Opera Columbus Endowment Fund the Columbus Metropolitan Library enrichment of the lives of those Opera Columbus Foundation through her estate seeking services, with an emphasis brings the full plan. The fund will focus on general on women supporting women. Doris grandeur of opera operations to enable maximum passed away in 2019. to Columbus and flexibility in supporting the library. central Ohio with lush mainstage Upper Arlington School District productions and diverse education Legacy Fund and community engagement This fund was established by the programs, support for emerging Upper Arlington School District as

37 Scholarship Funds

This fund type is used by donors to help students achieve their educational goals through scholarships or awards. Donors are involved by defining candidate eligibility, selection, and award use.

245 $91,742,699 $10K–$26,956,325 TOTAL NUMBER OF FUNDS MARKET VALUE OF FUNDS MARKET VALUE RANGE (As of December 31, 2019)

Anonymous (1) He was active in Masonry and at #DrewStrong Fund the First Presbyterian Church of Family and friends Stephen H. Barmakian Family Westerville. James and his wife, established this Foundation in Loving Care and Joanne, married in 1953. Joanne fund in memory Memorial Tribute to Armenhoohi passed away in 2017, and James of Drew George, H. Barmakian, Mother (1903- passed away in 2019. who graduated 2002), Haroutune Kevork “Harry” from Worthington Barmakian, Father (1891-1949), Dorothy Cage Evans Memorial Kilbourne in 2016. Drew Haig George “Haigy” Barmakian, Scholarship Fund courageously battled cancer before Brother (1922-1945) Dorothy Cage passing away in June of 2019 after Steve Barmakian lived most of his Evans’ dream his third fight with leukemia. He was life in Watertown, Massachusetts. was to ensure 21 years old. Every year a $1,000 He served in the U.S. Army in World underserved and athletic scholarship will go to both War II and attended Northeastern economically Worthington high schools in memory University and Boston University. challenged youth of Drew. Steve was a talented baseball in our community had the tools they player who was signed to play for needed to succeed in life. Dorothy Donald Franklin and Marilyn Good the Boston Red Sox before the war and her family awarded hundreds of Holdren Scholarship Fund interrupted this plan. He worked scholarships and invested in Marilyn Good Holdren established for many years as a public relations laptops, books, and school-related this scholarship through a bequest specialist for the federal government. expenses for youth in need. She to support medical and nursing He was very proud of his Armenian had a gift for revealing to young students from Ross County. Marilyn heritage and his family, including his people their own potential. By attended Huntington High School only sibling, Haig, who died in the demonstrating her genuine care and Franklin School of Science and Battle of the Bulge. Steve passed and affection for them, Dorothy Arts before serving as a medical away in 2017. instilled pride and self-confidence transcriptionist at Chillicothe Hospital. and inspired students to achieve She spent the remainder of her life James R. and Joanne K. Burgoon greatness. Her legacy will be seen dedicated to her work and friends at Endowment Fund in the successful lives of the Battelle Memorial Institute. In 1963, This fund was created with a students for whom she committed she met the love of her life, Donald bequest from the estate of James R. her time, resources, and love. This Franklin Holdren, and they were Burgoon. He was a lifelong resident scholarship fund honors Dorothy’s married in 1975. Donald passed away of Westerville, graduating from memory as a shining example of in 1999, and Marilyn passed away Westerville High School in 1948. a life well lived. in 2018. James served in the U.S. Army during the Korean War and went on to receive a degree from Franklin University in 1959. He worked at Franklin for more than 30 years and became Vice President of Finance.

38 The Columbus Foundation Annual Report 2019 Installed Building Products Building that came his way by being Marcia L. Wetherbee Scholarship for Tomorrow Scholarship Fund exposed to the game of golf, and Fund Installed Building truly wanted others to enjoy the Marcia Wetherbee grew up in Bexley Products believes virtues of the game he loved. before attending Eastern New in the power of This scholarship will support the Mexico University and relocating education and its educational pursuits of students to Massachusetts, where she lived ability to change who are caddies at Brookside for the rest of her life. As owner of lives for the better. Golf & Country Club. The Meeting Place, a coffee shop The Building for Tomorrow in Bay Village, Massachusetts, she Scholarship Program is designed to NetJets Scholarship served her neighborhood as a enable employees and their families NetJets is the host, member of the neighborhood to pursue their educational goals. leader in private association, political activist, and aviation. The volunteer. Marcia loved children and Robert W. Lukens Scholarship company believes was a fierce advocate for the most Fund that service is vulnerable. After decades at The Robert W. Lukens was a 1940 everyone’s job. Meeting Place, she went to work for engineering graduate of The Ohio The NetJets Scholarship was the Commonwealth of Massachusetts State University who inspired designed to reinforce a love of as an adoption social worker until generations of family engineers. business aviation and hospitality, her retirement. Marcia passed away This scholarship will honor his reward academic merit and in 2018. legacy by helping to support two exemplary character, as well as students attending OSU annually— inspire students to consider an one in an engineering or science exciting and rewarding career major and another pursuing any with NetJets. field of study. Dorothy Redfern Scholarship Sam Muldoon Caddy Scholarship This fund was established by a Much of Sam bequest from Dorothy “Dottie” Muldoon’s life Redfern and will provide educational was shaped by assistance to students in the the game of golf. Southern Local School District of At the age of Perry County. Dottie graduated from nine, he started Columbus South High School in 1954 as a caddy at The Ohio State and from The Ohio State University University golf course, later College of Education in 1958. becoming a greenskeeper and Following a 35-year career as an then working in the pro shop. editor and writer of biomedical and Sam’s passion for golf blossomed education publications, she retired into a promising amateur career. as Editorial Manager at Ross He played golf at OSU, lettering his Products Division/Abbott Nutrition. senior year. His tireless work ethic Dottie passed away in 2019. and the money he earned as a caddy helped him finance his Richard L. Scott Scholarship Fund college education. Sam joined Richard Scott established this Brookside Golf & Country Club in scholarship fund to stimulate 1976 and was a member for 40 critical discussion of his original plus years, including serving on the empirical proofs of God and personal Board of Trustees and as President creation, as detailed in his book, in 1983. Sam was notorious for An Examination of Conscience of saying “the best thing you could do the Understanding – Empirical for the game of golf was to support Proof of the Existence of God. the caddy program.” He was so grateful for all of the good fortune Welhelm Scholarship Fund

39 Donor Advised Funds

Flexible and convenient, this is the number one fund choice for many donors. With Donor Advised Funds, the donor receives an immediate tax deduction when they establish the fund, but can take their time in selecting charities to receive grants from the fund.

1,239 $935,978,799 $10K–$119,461,397 TOTAL NUMBER OF FUNDS MARKET VALUE OF FUNDS MARKET VALUE RANGE (As of December 31, 2019)

Anonymous (34) Dr. Craig W. and Deborah Anderson this fund to support Family Fund of the Columbus their charitable Abbott Family Fund Medical Association Foundation goals. Denise Larry and Linda Abbott created Unlimited retired as Director this fund to support their family’s This fund was of Finance at philanthropic goals. Larry is former established MedVet in 2017, owner of Abbott Foods Inc. The through the having worked there for over 17 couple resides in Upper Arlington Columbus Medical years. She has a bachelor’s degree and has three adult children. Association in accounting from Capital University. Foundation to Jim retired as Senior Field Engineer David and Tara Abraham Family support programs and activities at GE Energy in 2014, after working Fund carried on, by, or for the benefit of there for over 33 years. He has a David and Tara the Columbus Medical Association bachelor’s degree in electrical Abraham are the Foundation or to support other engineering from The Ohio State Founders and nonprofits. Craig W. Anderson, M.D., University. Denise and Jim live in Co-Chief Executive and Deborah Anderson will serve Columbus and are active cyclists Officers of Accel as advisors to this fund. and golfers. Inc., a leading contract manufacturing and assembly Artina “Choose Kind” Fund Becker Family Fund company located on New Albany, The Artina “Choose Sean Becker and Ohio’s Personal Care and Beauty Kind” Fund was Elizabeth Jewell Campus. They established this established by Becker established fund to support their personal Artina Promotional this fund to support philanthropic goals, as well as Products President, their family’s those of their company. Matina Zenios, and charitable giving. Vice President, Art Bouzounis. The Both Sean and Elizabeth serve in Alliance for Health and company was established in 1967 leadership roles in the nonprofit Rehabilitation and is in its second generation of sector. Sean is the Director of This fund was family ownership. The Artina “Choose Development and Marketing at established by an Kind” Fund was inspired by the spirit NNEMAP Food Pantry. He holds a anonymous donor of family matron, Sue Bouzounis, who bachelor’s degree and master’s to support the had a compassionate heart for degree in public policy and Alliance for Health making a difference for those less management from The Ohio State and Rehabilitation fortunate. The fund will be used to University. Elizabeth serves as and its programs, which seek to lessen suffering and give strength National Director, Donor Experience improve the field and practice of and hope to those in need. & Stewardship for JDRF International. physical rehabilitation through the She holds a bachelor’s degree from training of physical therapists in Jim and Denise Badgley Fund Bethany College and a master’s Mexico. Denise and Jim Badgley established degree from The Ohio State

40 The Columbus Foundation Annual Report 2019 University. Sean and Elizabeth reside Brownson Phillips Family Fund and Tovie Dewey in Worthington with their two children. Bill Brownson and Myron Phillips to support their established this fund to support favorite charities Beers and Board Games Charitable their charitable interests. Bill was and causes. Dave Fund a founding advisory committee is a mortgage sales Cheryl Harrison, editor of Drink Up member of The Legacy Fund of manager at Columbus, launched the Beers and The Columbus Foundation. He Huntington and a board member Board Games Club in October 2013. currently serves as CFO and Director and former president of the Upper The group currently has over 1,500 of Administration at West Ohio Arlington Rotary Club. Tovie is an RN members and hosts regular meet-ups Conference of The United Methodist at Riverside Methodist Hospital. Both at Columbus craft breweries. Since Church. Myron is retired from the Dave and Tovie attended The Ohio its inception, the Beers and Board State of Ohio. Bill and Myron reside State University. They reside in Games Club has raised over $40,000 in the Arena District. Upper Arlington. for various local nonprofits. This fund will facilitate the club’s charitable Center for Healthy Families Fund of Dominica School and Orphanage efforts. the Columbus Medical Association Support Fund of First Community This fund was Foundation Beery Family Foundation established The Dominica School and through the Orphanage is located in La Urena, Dr. Jeffrey G. and Brenda Bell Columbus Medical in the Dominican Republic. It was Family Fund of the Columbus Association founded in 1994 and serves as a Medical Association Foundation Foundation to safe haven for hundreds of children Unlimited support The Center for Healthy in one of the poorest areas in the This fund was established through Families. The center works to world. The Dominica School and the Columbus Medical Association engage parenting teens and their Orphanage Support Fund was Foundation to support programs children in opportunities to acquire originally established at the First and activities carried on, by, or for self-sufficiency capabilities of health Community Foundation to ensure the benefit of the Columbus Medical and well-being, positive networks, that the doors of the school remain Association Foundation or to support education, and employment through open and to cover the cost of daily other nonprofits. Jeffrey G. Bell, a coordinated network of the most operations. M.D., and Brenda Bell will serve as effective community services. advisors to this fund. Dr. Patty’s Legacy Fund John Connor/Williams Family Fund This memorial Jim and Susan Berry Fund Judge John Connor fund will continue Jim and Susan Berry established this established this the legacy of fund to support their favorite charities fund by splitting his Patricia “Patty” and causes. Jim serves as Board Donor Advised Cunningham, Ph.D. Chair of Carpe Diem String Quartet. Fund to facilitate the philanthropy of She was a three- Jim and Susan reside in Powell. his daughter, Colleen Williams. John time graduate of The Ohio State passed away in 2018. Colleen resides University, receiving her bachelor’s in Lowell Berry Family Fund in Toledo with her husband John. women’s studies, master’s in higher The intent of the Lowell Berry Family They have two sons. education and student affairs, and Fund is to support research and Ph.D. in cultural foundations. Dr. care in medical areas, particularly Mary Cox Fund Patty was the Director of the Social breast cancer and leukemia, with the Change program at OSU and taught hope that humble support may help Carol Cruickshank and James leadership courses covering a vast further the efforts to control these Rubino Family Fund array of topics, including poverty, diseases. The Berry family wishes race, gender, and civic engagement. to express gratitude for the caring Kameron and Beth deVente Family An ardent advocate for social justice, and dedicated work of the many Fund Dr. Patty was closely involved with remarkable professionals who have many organizations that made strides made such a difference in their lives Dewey Family Fund toward reform. She also oversaw and the lives of loved ones. This fund was established by Dave many community outreach initiatives,

41 such as the Buckeye Civic Engage- the Columbus They will be completing their first ment program, which leads projects Medical Foundation project in the spring of that help poverty-stricken Columbus Association 2020. They are encouraging their neighborhoods, and was a mentor for Foundation to customers and those interested in the Todd A. Bell National Resource support programs increasing the use of renewable Center at OSU. Dr. Patty passed and activities energy to contribute to this away in 2017. carried on, by, or for the benefit of foundation. the Columbus Medical Association Judith K. Driskell Family Fund Foundation or to support other Jeffrey W. and Lisa A. Edwards Judy Driskell medical nonprofits. Timothy P. Duffey, Family Fund established this D.O., and Colleen C. Duffey will serve Jeff and Lisa Edwards established fund to provide as advisors to this fund. this fund to facilitate their charitable grants to her goals. Jeff is the Chairman, Chief favorite Early Literacy Fund Ohio Executive Officer, and President of organizations. Funded by Installed Building Products, as well as Judy holds a bachelor’s degree in Alejandra Rojas President of Edwards Companies. In art from Sweet Briar College. She Silva, ELF works to addition to serving on The Columbus has supported a number of bring scientifically Foundation’s Governing Committee, nonprofits in various board and proven early Jeff is active with several community volunteer capacities, including the literacy reading organizations including the Columbus Hannah Neil Center for Children, methods to districts statewide, Partnership, Columbus Museum YWCA Columbus, Columbus School thereby reducing the state’s of Art, and The Salvation Army. In for Girls, and 36 years as a docent at devastating reading failure. addition to sharing many of the same Columbus Museum of Art. Judy lives Ultimately, this fund aims to ensure community interests as Jeff, Lisa has in Westerville and has two daughters. that all children learn to read. been very active in her children’s education having served on the DuBearn Family Fund Dr. G. Patrick and Laura Ecklar board of The Wellington School for This fund was created by Sacha and Family Fund of Columbus Medical 12 years, and most recently on the Abigail DuBearn to support their Association Foundation Unlimited board of Marburn Academy. Jeff and charitable interests. Both Sacha This fund was established through Lisa have four children and reside in and Abigail are actively involved the Columbus Medical Association Dublin. in their community. Sacha is an Foundation to support programs entrepreneur and a councilman on and activities carried on, by, or for Equity/ECS Foundation the Coconut Grove Village Council, the benefit of the Columbus Medical Steve and Sandi and previously served as Director for Association Foundation or to support Wathen established the Libertarian Party of Miami-Dade. other nonprofits. G. Patrick Ecklar, this fund to support Abigail promotes financial literacy M.D., and Laura Ecklar will serve as their charitable and earmarks donations from their advisors to this fund. interests and the fund at The Columbus Foundation interests of their to a scholarship fund for the Ecohouse Solar Foundation company, Equity. Founded by Steve entrepreneurial club at Belen Jesuit Ecohouse Solar in 1987, Equity is a commercial real in Miami. Abigail recently became is a leading solar estate firm with an emphasis on involved with the Honey Shine, Inc. energy provider customer service, integrity, quality, charity in Miami for girls. Sacha and in central Ohio. and value that has expanded to ten Abigail reside in Miami, Florida. The company cities in four states. established the Daniel and Rebecca Due Family Ecohouse Solar Foundation to Farnham Family Fund Fund provide nonprofits and low-income Jack and Susan families access to the benefits of Farnham Dr. Timothy P. and Colleen C. solar: low cost electricity and zero established this Duffey Family Fund of Columbus carbon emissions. They are donating fund to support Medical Association Foundation five percent of all net profits to the a broad range This fund was established through foundation, starting in 2020. of charitable

42 The Columbus Foundation Annual Report 2019 interests. For more than 48 years, industry. Marsha serves as a leader Fisher LLC. He earned his bachelor’s Jack owned and operated a family at their local church and counsels degree at Otterbein University and business, the Farnham Equipment women in a small private practice in his law degree at Northern Kentucky Co., specializing in indoor and Westerville where they reside. University. Beth is a community outdoor equipment for educational volunteer. She earned her bachelor’s and other institutions. Susan taught Ferriell-Hacker Family Fund degree from Manchester University in school and was also involved in the Jeffrey Ferriell and Cheryl Hacker Indiana and her CPA shortly after. business. They are very proud that created this fund to support their The Fishers reside in Gahanna. their son, David, is now leading the family’s charitable goals. Jeff is the company as a third-generation Geraldine W. Howell Professor of Fisher Family Fund owner. Their other son, Gregory, Law at Capital University Law School. David Fisher established this fund passed away in 1999, and a He earned his B.S. from The Ohio to facilitate his family’s charitable scholarship fund in his memory State University, his J.D., summa cum interests. David is the Founder was established at The Columbus laude, from Santa Clara University, of F&W Properties, a family-run Foundation that same year. The and an LL.M. from the University of business that takes pride in providing Farnhams met at, and have degrees Illinois. Cheryl is a retired Assistant safe and affordable housing to its from, Miami University, reside in the Ohio Attorney General who also residents. Westerville area, and have two previously worked as General grandchildren. Counsel at Shawnee State University. Colleen and Greg Garland Family She earned her B.A. from Bluffton Fund Babette Feibel Everyday Hero Fund University and her J.D. from Capital This fund was created by Colleen Babette Feibel was named one of University Law School and now and Greg Garland to support the Dispatch Media Group’s Everyday owns CRH & Associates LLC, which organizations near their home in Heroes for 2018. The Everyday provides higher education policy and Knox County and beyond. Colleen Hero Award was created to honor investigative services primarily to is a higher education development those whose selfless acts help heal, Ohio colleges and universities. She professional who serves as Vice unite, and improve our community. also works part-time as Associate President for Advancement at Babette has fostered more than General Counsel for Special Projects Kenyon College. Greg is a Channel 100 children and has served as an at Ohio University. Account Manager at Zebra advocate for parents in Franklin Technologies. Both earned their County Family Recovery Court. She Festival for Good Fund bachelor’s degrees from The Ohio befriends families in crisis and helps The Festival for State University. Colleen and Greg guide them through the system, Good brings split their time between homes in driving parents to appointments, together social Gambier and Grandview Heights. accompanying them to court enterprises so appearances, and advocating on attendees can Barb and Mike Gasbarro Family behalf of the family at a variety of explore and Foundation government agencies. This fund will discover new ways to support social help support the needs of families change with simple, everyday Sherri Geldin Fund recovering from addiction. choices. This fund will help to support During her 25-year the growth and stabilization of the tenure as Director Fentress Family Fund Festival for Good, an annual event of the Wexner Todd and Marsha that supports an array of causes in Center for the Arts, Fentress central Ohio. Sherri Geldin built established this the institution into fund to support David and Beth Fisher Family Fund an internationally recognized home their charitable David and Beth for contemporary art and a vital interests, which Fisher established cultural asset for Columbus. Prior to include social service organizations. this fund to leading the Wex, she was Deputy Todd is the Managing Partner at facilitate their Director of the Museum of Tidwell Group’s Columbus office. charitable goals. Contemporary Art in Los Angeles. He has more than 30 years of David is an attorney Sherri received a bachelor’s degree experience in the affordable housing and Founding Principal of Kephart in art history and a master of

43 business administration in arts Winnie & Co Interiors, an interior support the many peace and justice management from the University design studio. They reside in Upper causes he cared of California, Los Angeles. She Arlington and have two young about. Jim was a established this fund to support children. graduate of those initiatives that promote cultural Fremont High vitality and engagement, educational HamMer Philanthropy School in Fremont, opportunity and access, and social Ann Hamilton and Michael Mercil Nebraska, Oberlin justice and empathy amidst established this fund to support their College, and the University of difference. favorite charities and causes. Ann Michigan Law School. He took a and Michael are renowned visual leave after his freshman year to serve Gold’Arms Fund artists and faculty members at The on a Merchant Marine transport ship This fund was created by Joanne Ohio State University. Among her tasked with returning prisoners of Goldhand, a partner at Ice Miller many other significant distinctions, war back to Germany from camps in LLP, and Justin D’Arms, a professor Ann was awarded the National Medal the United States. After college, Jim of philosophy at The Ohio State of Art from President Barack Obama worked as a reporter and University. The fund will be and the MacArthur Fellows Program photographer for the Defiance used to improve local access to Grant. Michael has received a Crescent News in Defiance, Ohio, health, nutrition, and educational diverse array of acclaim and awards, and in 1951 married fellow Oberlin opportunities. as well as fellowships from the Harpo classmate, Portia Peters. Soon Foundation, National Endowment for thereafter, he was drafted into the Graver Family Fund the Arts, and the Jerome Foundation. Korean Conflict where he served Charles “Chuck” Michael and Ann reside in Columbus. as a corporal in the U.S. Army Signal and Phyllis Graver Corps. After moving to Columbus, established this Hanin Family Fund Jim worked at the Ohio Water fund through a The Hanin Family Fund was Commission, Ohio Department of bequest. Married established by Melissa and Jeff Natural Resources, Ohio Legislative in 1960, they were Hanin to support their family’s Service Commission, then in private Columbus natives and childhood philanthropic interests. Jeff, a dentist, practice providing legal counsel for sweethearts. Chuck was a graduate and Melissa, a pediatric occupational various wildlife and ground water of Capital University, where he was therapist, have provided medical organizations. A writer and captain of the football team. He services in Nicaragua through researcher at heart, Jim applied his worked at United States Plywood and International Medical Relief, and have talents to the many local and global Morgan Forest Products. The Gravers included their kids, Carly (12) and peace and justice issues. Jim was a were active members of Advent Gabe (10), in relief efforts in Puerto member of First Community Church Lutheran Church. They had two Rico. In addition to their hopes to since 1967. Survived by his wife of children, who serve as advisors to continue to provide healthcare in 68 years, Portia Hanson, their three this fund, and six grandchildren. areas where care is limited, they daughters, two grandchildren, and Lifelong companions, Chuck and have also been honored to support three great-grandchildren, Jim Phyllis passed away within two organizations that support women’s passed away in 2019. weeks of one another in 2018. health, victims of domestic violence, and refugees in Columbus. Melissa Hauptman Family Fund Groner Family Fund received her master’s degree in Scott and Brittany Hauptman occupational therapy from Rush created this fund to support their Clayton and Virginia Hall Family University in Chicago and has philanthropic goals. Scott is the Chief Fund worked at Nationwide Children’s Claims Officer at Grange Insurance. This fund was established by Clayton Hospital for 18 years. Jeff received He earned a bachelor’s degree from and Virginia Hall to support their his dental degree from The Ohio The Ohio State University and a charitable goals. Clayton grew up State University and runs a practice master’s in business administration in Upper Arlington and earned a near their home in Bexley. from Franklin University. Scott and degree from Georgetown University. Brittany live in Worthington and He now works for Windsor Advisory James R. Hanson Fund have two children. Group. Ginny is a graduate of Indiana This fund was established in memory University. She is the Owner of of James R. Hanson by his family to

44 The Columbus Foundation Annual Report 2019 Lorena C. Hawley Memorial Fund active in the central Ohio and Irish- King, M.D., and G. Paul King, D.D.S., of First Community Foundation American community. They reside in will serve as advisors to this fund. This memorial fund will honor the Grandview and have one daughter. life and legacy of Lorena C. Hawley, Let the Children Play: The Greg who was a longtime member of First JX4 Jennings Family Fund and Lori Phillips Foundation Community Church and a very active Jennifer and This fund was member of our community. Lorena Jeff Jennings established by was a resident of both Columbus established this Greg Phillips, a and Naples, Florida. She passed fund to support retired teacher away in 2008. their charitable who spent his goals. Jennifer career serving in Heid-Swartzlander Fund is a marketing executive with Grange Worthington schools. The fund This fund was Insurance. She has a bachelor’s honors his late wife, Lori, who was established by degree from Grove City College in also a teacher, by providing eligible Brigid Heid and Pennsylvania and a master’s degree students in grades six to nine with Kurt Swartzlander in business administration from funds necessary to participate in to facilitate their Capital University. Jeff has a extracurricular activities. In its charitable giving. bachelor’s degree from The Ohio inaugural year, the fund will serve Brigid is an attorney at Eastman & State University and works at State students, schools, and organizations Smith Ltd. She earned her bachelor’s Auto. Jennifer and Jeff are longtime in central Ohio. degree and law degree at The Ohio residents of Johnstown. They have State University. Kurt is a Design two children. Lucas Family Fund Engineer at American Showa Inc and earned his BSME at the University of Cleo Kerwood’s Totally Awesome Bij and Toni Maroo Family Fund Toledo. Brigid and Kurt adopt rescue Fund This fund was established by Bij and dogs and reside in Upper Arlington. Named for Toni Maroo to support their family’s his cat, Cleo, charitable interests. Bij graduated Installed Building Products Charlie Kerwood from Yale University before earning Foundation established this his master’s and medical degrees Installed Building fund to support his from Case Western Reserve Products is a favorite charities. University. Bij is a cardiologist at Columbus-based Charlie is a partner at Waller Financial Mount Carmel Medical Group. Toni installation Planning Group. He and Cleo reside earned her bachelor’s degree from contractor. Since in Naples, Florida. Syracuse University and master’s its inception in 1977, degree from University of Akron, the company has expanded to over KGC Family Fund where she trained as a nurse 180 locations throughout the United This fund was established by an practitioner. Bij and Toni reside in States. In a move to create a better anonymous donor to support the Blacklick and have two children. tomorrow for employees, their donor’s current giving interests, families, and the communities where as well as to develop a long-term Matriots Education Fund they live and work, IBP established philanthropic plan. The Matriots Education Fund the Installed Building Products encourages Ohio women’s Foundation, built on three pillars: Drs. Karen and G. Paul King Family leadership in support of their framing futures, building homes, Fund of the Columbus Medical effective citizenship. The fund and fostering communities. Association Foundation Unlimited provides research, outreach, and This fund was established through educational activities that connect, JAC Fund the Columbus Medical Association inform, and empower Ohio women, Judge John Connor established this Foundation to support programs regardless of political affiliation, to fund by splitting his Donor Advised and activities carried on, by, or for engage more fully in our electoral Fund to facilitate the philanthropy of the benefit of the Columbus Medical system. his daughter, Erin Winemiller, and her Association Foundation or to support husband, Edward Winemiller. John organizations and programs in the David and Mo Meuse Celebrate passed away in 2018. Erin and Ed are medical and healthcare field. Karen 50 Years Fund

45 Miille/Richard Family Fund engineering from the University of and nutrition. Pat is involved in the Neil Richard is a physician at Pennsylvania. He has held several community and currently serves on Westerville Family Physicians. He executive positions in technology the board of VIVO Music Festival. is a graduate of Otterbein University roles and currently works as Chief and The Ohio State University Technology and Information Officer Peterson Family Fund College of Medicine. Valorie Miille at OCLC. Beth earned her bachelor’s is a graduate of The Ohio State degree and law degree from the Gay Su Pinnell Education Trust University College of Pharmacy. University of Alabama. Beth is Fund Neil and Valorie live in Dublin and the Assistant General Counsel at Award-winning have two adult children. Grange Insurance and has served on educator and numerous nonprofit boards. Bart and researcher Gay Su Morgan-McCarthy Family Beth have two daughters. Pinnell, Ph.D., Foundation established this Kara Morgan, James L. Nichols Charitable Fund fund to support her Ph.D., and John of Columbus Medical Association charitable goals as they relate to McCarthy have Foundation education, literacy, and the arts. She been residents of This fund was established through is Professor Emerita in the School of central Ohio since the Columbus Medical Association Teaching and Learning at The Ohio 2011. Their Midwest Foundation to support programs State University and a member of the roots provided them with a firm and activities carried on, by, or for Reading Hall of Fame. She has foundation of support, and they the benefit of the Columbus Medical extensive experience in classroom created this fund to provide that Association Foundation or to support teaching, field-based research, and in same type of support to others. Dr. other nonprofits. James L. Nichols developing comprehensive literacy Morgan is a decision analyst focused will serve as the advisor to this fund. systems for classrooms. Her on the public sector. She worked in transformative work has been with the federal government for 10 years. Robert J. O’Keefe Fund Reading Recovery, an early- She has spent another 10 years as a intervention curriculum for literacy researcher, now working on food P.O.B.O. Family Fund that she launched in North America safety at The Ohio State University. in 1984. She has received numerous She served two years on the Ohio David and Tara Parker Family Fund honors, including an honorary State Board of Education. Mr. doctorate at Lesley University. Dr. McCarthy has more than 20 years Herbert S. Parnes Memorial Fund of Pinnell is a resident of Dublin, is a of experience in healthcare the Columbus Medical Association native of Texas, and grew up in New consulting and government Foundation Unlimited Mexico. leadership, including service as This fund was established by Marc Medicaid Director in Washington, L. Parnes, M.D., and Judy L. Parnes Deborah A. Pitzo Fund D.C. and in Ohio. He is currently within the Columbus Medical This fund was established by Deb a Founding Partner at Speire Association Foundation to support Pitzo to support her charitable Healthcare Strategies. Their programs and activities carried on, interests. Deb grew up in Boardman, foundation is targeted on the central by, or for the benefit of the Columbus Ohio. She earned a bachelor’s Ohio area with a focus on the social Medical Association Foundation or degree from The Ohio State determinants of health, including to support other nonprofits. Marc University and remained in central education, housing, food, health, and Judy will serve as advisors to Ohio after graduation. She worked and employment, with a primary this fund. in business-to-business IT sales and emphasis on lifting up women now works as a realtor. Deb lives in and children. PBU Memorial Fund Dublin. Patricia Reagan of Upper Arlington Barton and Beth Murphy Family created this fund, which is named Rae-Kelleher Family Fund Fund in honor of her late aunt. Through Barbara Rae and Brian Kelleher are Bart and Beth Murphy established their fund, Pat and her husband, active community members who this fund to facilitate their family’s René Stulz, will support the causes established this fund to support their charitable giving. Bart has a they value, including arts and various charitable interests. Brian is bachelor’s degree in biomedical culture, social services, and food the International Director at Jones

46 The Columbus Foundation Annual Report 2019 Lang LaSalle Multifamily, LLC. They Dr. Dwight A. and Jackie their family reside in Upper Arlington and have Scarborough Family Fund of the legacy of giving one daughter, Ellie. Columbus Medical Association and furthering Foundation education. Both Ramsden Family Fund This fund was established through Mark and Beth Jonathan and Anna Ramsden the Columbus Medical Association earned their established this fund to facilitate their Foundation to support programs bachelor’s degrees at the University family’s charitable giving. Jonathan and activities carried on, by, or of Notre Dame and medical degrees is the Executive Vice President and for the benefit of the Columbus at The Ohio State University. Mark is Chief Financial and Administrative Medical Association Foundation or a gastroenterologist, and Beth is an Officer at Big Lots, and has more to support other nonprofits. Dwight internal medicine physician. They than 20 years’ experience in senior A. Scarborough, M.D., and Jackie reside in Dublin and have two executive roles with U.S. public Scarborough will serve as advisors children. companies. He is a graduate of the to this fund. University of Oxford and serves on Dr. Brian and Cherie Stickel Fund the boards of Nationwide Children’s Nick and Melissa Schubert Family Brian Stickel, DDS, and Cherie Stickel Hospital Foundation, Community Fund established this fund to support their Refugee and Immigration Services, Nick and Melissa favorite charities. Brian has been and the Final Third Foundation. Anna Schubert actively practicing family dentistry in is a graduate of Siena College. She established this the Columbus area since 1993. They volunteers in support of Nationwide fund to support have two grown sons and a daughter. Children’s Hospital and serves on their charitable the board of the Bexley Education goals focusing on The Success Group/Impact Ohio Foundation. Jonathan and Anna education and families. Nick is a Vice Fund reside in Bexley with their three President at Platinum Equity. He has The Success Group children. a bachelor’s degree in marketing is one of Ohio’s from Miami University, a master of most influential Ringside Talent Fund science in finance from Indiana public affairs and This fund was University, and MBA from the lobbying firms. established by University of Notre Dame. Melissa is This fund was Chris Fackler, an academic adviser at The Ohio established by the firm to support its President and State University. She has a bachelor’s philanthropic goals and impact Ohio Founder of degree in Health and Sports Studies in positive ways. Ringside Talent, from Miami University and master of a professional search and staffing education in counselor education Kathryn D. Sullivan Fund firm headquartered in central Ohio. from Clemson University. This fund was The fund will be used to support established by the company’s charitable and Somani/Richardson Charitable former NASA community interests. Fund of the Columbus Medical astronaut and Association Foundation Unlimited longtime Columbus Rutherford Family Fund This fund was established by resident Kathryn Jim and Kathy Rutherford are Anita P. Somani, M.D., and David D. Sullivan, Ph.D., to support her longtime Columbus Foundation E. Richardson to support programs charitable goals. A veteran of three donors who created their Supporting and activities carried on, by, or for shuttle missions, Dr. Sullivan has had Foundation, the James A. and the benefit of the Columbus Medical a long and distinguished career as a Kathleen C. Rutherford Foundation, Association Foundation or to support scientist, astronaut, and executive. in 1996. The Rutherfords created other nonprofits. Anita and David She was the first American woman to this fund with a distribution of the will serve as advisors to this fund. walk in space. Dr. Sullivan earned a Rutherford Foundation’s assets to bachelor’s degree in earth sciences provide ongoing support to charities Stechschulte Family Fund from the University of California, that make a difference in the lives This fund was established by Santa Cruz and a Ph.D. in geology of those in need. Mark Stechschulte, M.D., and Beth from Dalhousie University in Nova Stechschulte, M.D., to preserve Scotia specializing in deep-sea

47 research. Her many honors include to provide comfort for the body, Tim works in Defense Business two NASA Exceptional Service mind, and spirit through its cozy Development at W.W. Williams. Julie Medals and recognition as one of the apparel and home and wellness is retired from the insurance industry World Economic Forum’s 15 Women products. The UpWest Foundation and is working to obtain her pilot’s Changing the World in 2015 and will support organizations that align license. They reside in Dublin and Time’s 100 Most Influential People with the company’s mission of have two adult children. in 2014. providing comfort. Casey Wilson Memorial Foundation Anne Taylor, M.D., and David Mark and Julie Vannatta Family Roberta “Bobbi” Heutel Family Fund of Columbus Fund and David Wilson, Medical Association Foundation Mark and Julie along with their Unlimited Vannatta children Maggie This fund was established through established this and Brady, the Columbus Medical Association fund to support established this Foundation to support programs charitable causes fund in memory of their son and and activities carried on, by, or for that are important brother, Casey Wilson. Casey the benefit of the Columbus Medical to them. Julie is the was a 2008 graduate of St. Charles Association Foundation or to support Senior Associate Preparatory School and a 2012 other nonprofits. Anne Taylor, M.D., General Counsel graduate of Xavier University. Casey and David Heutel will serve as and Senior was an avid runner and coached advisors to this fund. Associate Athletic cross country and track and field Director at The at The Summit Country Day School Thomas Charitable Fund Ohio State University. She has a in Cincinnati. He was nearing bachelor’s degree from Miami completion of his master of education Molly J. Thomas Fund University and a law degree from at Xavier when he died by suicide in OSU. Mark Vannatta is a partner at 2014. The Casey Wilson Memorial Linda Thompson Carlisle Vorys, Sater, Seymour and Pease Foundation seeks to identify and Foundation LLP. He has a bachelor’s degree from support the causes, missions, and Bowling Green State University and values that Casey embodied during BG Paul W. Tibbets Fund a law degree from OSU. They live in his life, including children’s education, This fund was Upper Arlington and have two adult fitness, and mentoring, as well as established by sons. promote mental well-being. Veterans of Foreign Wars (VFW) Post Heather and Evan Whaling Family Wilson Family Fund 2398 Worthington Fund to recognize and This fund was Wolfe Associates Fund honor the actions of Brigadier created by This fund was General Paul Tibbets in World War II. Heather Whaling created with a grant Monies earned from the fund will be to help deepen from the Wolfe used to support the organization’s the philanthropic Associates’ private objectives including, but not limited engagement of foundation. The to, VFW Ohio Charities, military both her family and her company, private foundation academic scholarships, VA outpatient Geben Communication. Since it has been the longtime charitable facilities, and USO local operations. launched in 2009, Geben has grantmaking vehicle for the Dispatch evolved into a highly respected, Printing Company. Advisors to the UpWest Foundation sought-after, award-winning PR firm fund will include representatives of This fund was with operations in Columbus and the Dispatch Printing Company. established by Chicago. Heather resides in Bexley UpWest to support with her son, Evan. Youth Homelessness Response the company’s Fund philanthropic Tim and Julie Williams Fund This fund was established to support and community Tim and Julie Williams live in the #CbusSeeUs initiative, which efforts. The purpose of UpWest is Dublin and have two adult children. allows Columbus’ most vulnerable

48 The Columbus Foundation Annual Report 2019 and invisible his residency at Dartmouth Hitchcock nonprofit and civic boards. He is a population, Hospital. Jennifer studied nursing member of the Board of Trustees of homeless youth, at OSU before working as an RN at The Ohio State University and the to be seen both OSU and Dartmouth Hitchcock Board of Trustees of the Wexner and heard. The Hospital. Doug and Jennifer have Medical Center. John and Cheryl live initiative provides three children and one grandchild. in Grandview Heights and have two awareness, hope, connection, and adult children and four grandchildren. support to homeless youth locally. Zeiger Family Fund John and Cheryl Zeiger established Douglas and Jennifer Yunker the Zeiger Family Fund to support Foundation their charitable interests, which This fund was created by Doug include, among many others, the First Yunker, M.D., and Jennifer Yunker. Community Church Foundation and Doug is an anesthesiologist. He has the Dominica School and Orphanage a bachelor’s degree from Kent State Support Fund. John is the founding University, a medical degree from partner of Zeiger, Tigges & Little The Ohio State University, and did LLP, and has served on several

Community Foundations, Inc.

Community Foundations, Inc., a statewide affiliate, was established in 1987 to enable donors to support nonprofit organizations primarily in the state of Ohio, and beyond the central Ohio region.

150 $71,671,315 $10K–$13,079,228 TOTAL NUMBER OF FUNDS MARKET VALUE OF FUNDS MARKET VALUE RANGE (As of December 31, 2019)

DONOR ADVISED FIELD OF INTEREST SCHOLARSHIP

Anonymous (1) Irma and Paul Fenstermaker Fund Teays Valley Jay Brinker Memorial Fund Cooke and Jeanne Rose Metzger This fund celebrates the life of Jay Education Fund Brinker, a 1974 graduate of Teays This family fund was established with Valley High School who went on to the Pickaway County Community attend The Ohio State University. Foundation to honor the many civic Jay was a successful scholar and contributions of Cooke and Jeanne athlete. He had a career as a driver Metzger. for Greyhound and then COTA before eventually retiring. During his three- year battle with cancer, Jay decided to leave part of his estate to the Teays Valley Education Foundation. He passed away in 2018.

49 Emergency Assistance Programs

Launched in 2017, these funds are established by businesses to provide grants for food, shelter, and other basic needs for associates who are experiencing financial challenges due to an unexpected hardship.

9 $437,748 $10K–$127,061 TOTAL NUMBER OF FUNDS MARKET VALUE OF FUNDS MARKET VALUE RANGE (As of December 31, 2019)

CoverMyMeds Employee IBP Employee Financial Assistance Assistance Program Program CoverMyMeds This fund was is a healthcare established by technology Installed Building company that Products (IBP) to helps patients get support the IBP the medication Employee Financial they need to live healthy lives. Assistance Program, which provides The CoverMyMeds Employee assistance to IBP employees who Assistance Fund supports team have experienced an unexpected members facing financial hardship emergency hardship or disaster. IBP from an unexpected emergency or is an installation contractor with over qualified disaster, and was 8,000 employees at more than 180 established in honor of co-founder locations throughout the United Matt Scantland, who believes in States. putting employees first. Kensington Assistance Program Heartland Cares Program This fund will provide emergency rent This fund will assistance to residents of Kensington provide emergency Place, a senior living community assistance to within the Lutheran Social Services Heartland Bank Network, to allow them to remain in associates who the community. have experienced a financial hardship due to a qualified disaster or unexpected emergency.

50 The Columbus Foundation Annual Report 2019 Legacy Society 2019 Planned Gift Donors

The Legacy Society thanks and recognizes those Anonymous (17) individuals who have let the Foundation know they K. Denise and James K. Badgley plan to leave a gift to the community through a Thomas H. and Sharon G. Brinker bequest, trust, life insurance policy, retirement fund, or James Burgoon Charitable Gift Annuity. Kathryn Burns Sanders Thomas E. Burris More than 780 Planned Gift donors are part of The Jim and Ida* Copenhaver Ginter Columbus Foundation’s Legacy Society, which invites Raymond A. D’Angelo members to participate in a wide range of Foundation Alice Dawson* events, activities, and initiatives. Heinz and Martha Ellrod M. Jane Goleman, M.D. Beth Grimes-Flood Janet L. Harmon J. Terry Hayman* Philip and Sheryl Heit Cynthia M. Holland Barbara G. and Ronald L. Hupman Irelan-Howe Family Foundation 789 56 Laura L. Jenkins Robert J. Kaynes, Sr.* Legacy Society Members Number of New Jeff Kennedy As of 12/31/19 Planned Gifts in 2019 Judith P. Krasnoff Ann Lee Lilly Catherine Thomas and John D. Miller Carol A. Mosic Molly M. Muth Dennis O’Neil David H. Phillips Deborah L. Pitzo $ Dr. Louis E. Reif Jr. 55,728,416 Ethan Revsin and Sue Davis Marilyn R. Savidge Nick and Melissa Schubert Total Amount in Planned Gifts Communicated in 2019 Mr. Christopher Scott and Mrs. Jane Scott Richard L. Scott Peter L. Shinbach Linda Thompson Ronald and Dorothy Tonjes David and Roberta “Bobbi” Wilson $994,040,354 David W. Wright — Total of Future Planned Gifts Documented to Date *deceased

51 Supporting Foundations

28 $619,478,813 $49,875,554 NUMBER OF SUPPORTING COMBINED MARKET VALUE COMBINED 2019 GRANTS PAID FOUNDATIONS (As of December 31, 2019) (Before inter-Foundation eliminations)

From a family bringing multiple generations Current Supporting together to make a difference in the Foundations community, to a corporation supporting Battelle Charities employees’ engagement with the causes they Borror Family Foundation Central Benefits Health Care care about, each Supporting Foundation has Foundation Columbus Youth Foundation an individual and inspiring story—and each Community Gifts Foundation has unique philanthropic goals. Crane Family Foundation William H. Davis, Dorothy M. Davis and William C. Davis Foundation Paul G. Duke Foundation While Supporting Foundation donors and boards focus on these goals The FG Foundation and on the big picture of their philanthropy, The Columbus Foundation’s John B. and Dareth Gerlach expert staff takes care of the details, offering a wide range of professional Foundation services, from identifying critical community needs for grant investments, John J. and Pauline Gerlach to developing financial policies and strategies, to assisting as founders Foundation frame their guidance for future foundation boards. The philanthropic family Greer Foundation office approach benefits the current generation and those yet to come, as Hinson Family Trust Supporting Foundations are designed to continue in perpetuity. Ingram-White Castle Foundation Kidd Family Foundation Compounded over time, Supporting Foundation investments in the Arthur and Sara Jo Kobacker, community present a compelling story of the impact of philanthropy: Alfred and Ida Kobacker since the first Supporting Foundation was created in 1976, Supporting Foundation Foundations have collectively paid over $710 million to support the L Brands Foundation programs and causes most important to them, in central Ohio and across Marsh Family Foundation the nation. John H. McConnell Foundation Meuse Family Foundation Moritz Family Foundation Isabelle Ridgway Foundation Roush Family Foundation The Shackelford Family Foundation Siemer Family Foundation Siemer Institute Margaret and Robert Walter Foundation Robert F. Wolfe and Edgar T. Wolfe Foundation

52 The Columbus Foundation Annual Report 2019 2019 — Financial Summary

53 2019 FINANCIAL SUMMARY

2019 turned out to be one of those years when everything just seemed to work.

From a grants distribution perspective, The Columbus Foundation paid out more than $182 million in grants in 2019. This represented the fourth highest amount of grants paid in a single year on record. Gifts contributed to donor funds at the Foundation amounted to $238 million, also representing the fourth highest amount received in a single year. It was a great year for equity investors, as indicated by the S&P 500 increase of 31.5 percent in 2019. As a result, the primary endowment portfolio of the Foundation, an allocated mix of equities and fixed income, was able to generate a return of 24.1 percent, which compared favorably to our peers. As a result of the above, the assets of The Columbus Foundation totaled $2.68 billion as of December 31, 2019, our highest amount on record. So, a very positive year for the Foundation, and we continue to do all this great work with one of the lowest operating expense ratios in the industry. Thank you for your continued partnership with the Foundation. We strive every day to prudently protect the assets contributed to us and to carry out the charitable endeavors of our donors.

Respectfully,

SCOTT G. HEITKAMP, CPA Vice President and CFO

54 The Columbus Foundation Annual Report 2019 GROWTH OF GIFTS (in millions) for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc. Gifts Received for the Community

In 2019, the Foundation and $250 $238.2 its related entities received a total of $238.2 million in new 200 donations and bequests. Since 1944, generous donors have

150 made gifts totaling more than $126.0 $3.4 billion dollars! $109.1 100

$70.4 $68.0 50 $30.2 $22.7

0 1990 1995 2000 2005 2010 2015 2019

GIFTS BY FUND TYPE AND SUPPORTING FOUNDATIONS (in millions)

2018: $170.5 Million Total 2019: $238.2 Million Total

$175 $173.5

150

125

100

75 $68.8

50

$34.0 $30.8 $33.9 25 $23.7 $22.6 $11.6 $6.8 0 $3.0

DONOR DESIGNATED & UNRESTRICTED SUPPORTING OTHER ADVISED ENDOWMENT & FIELD OF FOUNDATIONS INTEREST

55 2019 FINANCIAL SUMMARY

GROWTH OF GRANTS PAID (in millions) Grants Distributed for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc. to the Community

Grants awarded in 2019 $200 went to 4,230 nonprofit $182.5 organizations. Since the first 175 $176.6 grantmaking year in 1944, The 150 Columbus Foundation has distributed nearly $2.7 billion 125 in grants. While the majority 100 of the Foundation’s overall $96.1 grantmaking continues to be 75 $65.6 distributed to central Ohio $57.6 50 nonprofits, the Foundation also distributes grants to 25 $24.1 $13.5 organizations throughout $5.7 0 the state of Ohio, across the 1985 1990 1995 2000 2005 2010 2015 2019 country, and internationally.

GRANTS PAID BY FIELD for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc.

14.4% 28.9% Health

Education 19.6% $ Social Services 182.5 Million 7.4% 9.9%

Urban Affairs Arts

19.8%

Advancing Philanthropy, Religion, and Gifts of Kindness

56 The Columbus Foundation Annual Report 2019 GROWTH OF ASSETS (in millions) for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc. Assets

Combined assets of The Columbus Foundation and its $3,000 related entities ended 2019 $2,676.9 with a total market value of 2,500 $2.68 billion. The Foundation continues to be one of the 2,000 nation’s largest community $1,746.0 foundations, with more than half 1,500 of its growth occurring over the past decade. 1,000 $1,061.0 $850.1 $677.9 Continued growth in Donor 500 Advised Funds and Supporting $312.3 $167.3 Foundations is an indication $82.8 0 of donors’ desire to give 1985 1990 1995 2000 2005 2010 2015 2019 back to our community. This growth is also an indication of the dedicated stewardship of the Foundation’s Governing ASSETS BY FUND TYPE Committee, staff, and its many for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc. committee volunteers.

23.0% 35.8% Supporting Donor Advised Foundations $2.68 8.9% Billion The Funds for 13.0% Columbus (Unrestricted) Designated

4.0% 6.5% Scholarship Organization Endowment

8.0% 0.8% Field of Interest Administrative

57 2019 FINANCIAL HIGHLIGHTS

Total Gifts Received $3.4B Since 1944

Total Assets Held in 2,888 Funds $ and 28 Supporting 2.68B Foundations

Total Grants Awarded $2.68B Since 1944

58 The Columbus Foundation Annual Report 2019 $182,513,735 $238,167,951 Total Grants Paid to 4,230 Nonprofit Total Gifts Made to New and Existing Funds Organizations in 2019 and Supporting Foundations in 2019

$55,728,416 $994,040,354 Planned Gifts Communicated Total of Future Planned Gifts in 2019 Documented to Date

Seventh $3M+ Asset Ranking Among More Than 750 Total of Scholarship Grants Community Foundations in the United States Awarded in 2019

59 CENTER FOR CORPORATE PHILANTHROPY

The Columbus Foundation’s Center for Corporate Philanthropy is designed to help both established and new businesses make their charitable investments as cost effective and efficient as possible. Tailored to each unique business and offering expert community knowledge, the Center helps businesses develop and implement a custom corporate giving program that reflects the company’s values. Services include Corporate Donor Advised Funds, Emergency Assistance Programs, Scholarship Programs, matching gift programs, community research, and administrative processing of donations and grants.

ALIGNMENT RETURN ON ENGAGEMENT SHARED INVESTMENT KNOWLEDGE

Create a philanthropic Minimize the administrative Offer an easy and Enhance your impact plan that aligns with tasks associated with inspiring way for company through access to your company’s values, corporate philanthropy employees and leadership community experts with business strategy, and while maximizing benefits to give to others, including extensive knowledge community goals, and for your business, employees in need. about nonprofit then make high-impact employees, and the effectiveness and community investments community. purpose-aligned giving wherever you do business. opportunities.

60 The Columbus Foundation Annual Report 2019 CENTER FOR CORPORATE PHILANTHROPY PARTNERS

AS OF 12/31/19

Anonymous (2) Continental Building Systems HER Realtors PetPeople

889 Global Solutions CoverMyMeds Homeside Financial PNC

Abercrombie & Fitch Cramer & Associates Huntington Bancshares, Inc. Print Syndicate Accel, Inc. Crane Group IGS Energy R & L Carriers AEP Ohio Crow Works IBM iX RAMA Consulting Air Force One Daimler Group Installed Building Products Rev1 Ventures Alliance Data Dawson Companies Interim Healthcare RG Barry Brands Artina Promotional Products Design Group Integrated Leadership Systems Ringside Companies Atlas Butler Heating & Cooling Diamond Hill Capital Rocky Fork Company Barbasol Management The Jeffrey Company

Battelle Donaldson Plastic Surgery Jeni’s Splendid Ice Creams Rusty Bucket Restaurant and Tavern Benefactor Group e-Cycle JPMorgan Chase Schoedinger Funeral and Big Lots Easton Town Center Kaufman Development Cremation Services Big Walnut Grill Ecohouse Solar Kayne Law Group Scotts Miracle-Gro Company Bob Evans Farms Elford, Inc. Kegler Brown Hill + Ritter Smart Business Network Bopp-Busch Manufacturing ELK Promotions, Inc. KeyBank Company Suburban Steel Supply Epcon Communities Kroger Budros, Ruhlin & Roe, Inc. The Success Group Equity L Brands The Candle Lab Taft Stettinius & Hollister LLP Fast Switch Lightwell Capital Asset Management, Thirty-One Gifts Inc. Feazel LIT Love Life + Yoga Tri-W Group, Inc. CD102.5 Fifth Third Bank Medical Mutual of Ohio

Central Ohio Primary Care Fishel Company Merion Village Dental Tween Brands, Inc. Physicians Flexco Fleet Services MES, Inc. UpWest Central Ohio Urology Group, Inc. Geben Communication MGF Sourcing Waller Financial Planning Group The Champion Companies Geotechnical Consultants, Inc. Nationwide Insurance WesBanco Bank, Inc. City Barbeque Gideon Development Partners NetJets Westwater Company CMAX Advisors GIVE Yoga Nina West LLC White Castle System, Inc. Columbus Board of Realtors Grange Insurance NorthSteppe Realty

Columbus Radio Group GREENCREST ODW Logistics, Inc. Wolfe Associates, Inc.

Commonhouse Ales Happy Chicken Farms Overmyer Hall Associates Worthington Industries

Compass Financial Group Heartland Bank PDS Planning Yoga on High

61 2019 GOVERNING COMMITTEE

A Governing Committee of nine volunteers provides stewardship for The Columbus Foundation and its charitable activities.

Matthew D. Walter Nancy Kramer George S. Barrett CHAIRMAN VICE CHAIRMAN

Joseph A. Chlapaty Jeffrey W. Edwards Michael P. Glimcher

Lisa A. Hinson Katie Wolfe Lloyd Dwight E. Smith

62 The Columbus Foundation Annual Report 2019 VOLUNTEERS

AS OF 12/31/19

Each year, dedicated volunteers join SUMMER FELLOWSHIP INVESTMENT COMMITTEE SELECTION COMMITTEE Matthew D. Walter, The Columbus Foundation to help achieve Chairman Courtnee Carrigan our mission of assisting donors and Steven P. Eastwood, CPA Bill Habig James P. Garland others in strengthening and improving Nick Jones Edgar W. Ingram III our community for the benefit of all its Ashley McIntosh David R. Meuse residents. We are deeply grateful for our Adero Robinson Donald B. Shackelford volunteers’ gifts of time and expertise, Tania Sherry and thankful for their commitment to our Donna Zuiderweg community. Thanks to all who served on AUDIT COMMITTEE our committees in 2019! DONOR SERVICES AND Robert R. McMaster, DEVELOPMENT COMMITTEE Chairman

Rick Bayer Matthew D. Walter, Vice Chairman David C. Bianconi Kerrii B. Anderson MARKETING COMMITTEE ANN ELLIS FUND ADVISORS Sally G. Blue James I. Ginter, Ph.D., Richard Bunner Jerome Cunningham, M.D. Chairman Megan Chambers, M.D. David A. Durell Don DePerro Steven E. Katz, M.D. Aggie G. Haslup John Fergus Gilbert E. Pierce, O.D., Ph.D. Judy Huang Sandra W. Harbrecht, APR Sherill K. Williams Andrew C. Jacobs Aggie G. Haslup Carol A. McGuire Artie Isaac Jennifer L. McNally David Kollat THE GREEN FUNDS ADVISORY Gerald H. Newsom COMMITTEE Jamie Richardson Jared R. Nodelman Bill Habig, Chairman Tom A. Orchard Frances Beasley Barbara J. Siemer THE DOROTHY E. ANN FUND Elizabeth Crane Mike S. Schoedinger BOARD OF ADVISORS Jerome Cunningham, M.D. Michael P. Stickney Sharon Bordean Jill Evans Nancy Strause Jay and Meredith Crane Bernard F. Master, D.O. Kim L. Swanson Chuck Gramly Susan Meiling Robert J. Weiler, Jr. Lauren Hanna Samuel Peterson Bill S. Williams Tom and Sondra King Tania Peterson Michael E. Yaffe, M.D. Julie M. Lugo Anne Powell Riley Marsha Moore Irene Probasco Claudia Sussman Mark Real Gail Whitelaw, Ph.D. Michelle Slisher Jerry Smith Ellen Tripp William C. Wolfe, Jr.

63 VOLUNTEERS

AS OF 12/31/19

PROFESSIONAL COUNCIL Bruce D. Bernard, J.D. T. J. Conger, CPA Scott Everhart, Retired John Gerlach & Company, LLP CFP®, AIF, CEPA Alan S. Acker, Esq. Everhart Advisors Carlile, Patchen & Murphy LLP Geoffrey R. Biehn, CPA, CFP® Darci L. Congrove, CPA Trinity Financial Advisors LLC GBQ Partners LLC Jason F. Farris, CFP®, CAP® Jeffrey B. Acuff, CFM Waller Financial Planning Merrill Lynch Pierre Bigby, CFP® Richard E. Connolly, J.D. Group Bigby Financial Planning, LLC Ward & Connolly Robert H. Albert, Sr., Esq., CPA R. Rader Feamster, Jr., CFP® Kagay, Albert, Diehl & Michael D. Bonasera, Esq. Patrick J. Connor, CPA, CFP® Robert W. Baird & Company, Groeber Dinsmore & Shohl LLP Hamilton Capital Management Inc.

Misty H. Aldrich, Esq. Thomas J. Bonasera, Esq. Edward J. Cox, Jr., Esq. Douglas Feller, Carlile, Patchen & Murphy LLP Dinsmore & Shohl LLP Cox, Koltak & Gibson, LLP AIF, CFP®, CFA® Larry F. Boord, J.D., Investment Partners, LTD Greg Aler, Esq. Thomas M. Cummiskey, J.D. CLU®, ChFC® AlerStallings Columbus LLC Park National Bank Victor J. Ferguson, Esq. Retirement & Wealth Planning, Vorys, Sater, Seymour and Jerry O. Allen, Esq. Inc. Thomas W. Curry* CLU®, ChFC® Pease LLP Bricker & Eckler LLP Curry and Co. Michael R. Borowitz, CPA Christopher D. Fidler, Esq. Matthew P. Anderson, CFP®, Clark Schaefer Hackett Stephen G. Daley, CRPC® BakerHostetler CPWA® Paul J. Breen, CPA Ameriprise Financial, Inc. Merrill Lynch Private Bank James G. Flaherty, Esq. WealthStone Robert T. Deitrick, ChFC® James G. Flaherty Co., L.P.A. Jeffrey L. Appel, Esq. Daniel E. Bringardner, Esq. Polaris Financial Partners, LLC Appel & Hellstedt LLP John J. Frencho Onda, LaBuhn, Rankin & Stephen S. DeWeese, Esq. US Bank Boggs Co., LPA Harry W. Archer, CFP®, ChFC® Hill & DeWeese, LLC Archer Financial Group C. Todd Fry, CIMA®, CFS Kurt M. Brown Scot E. Dewhirst, Esq. Capital Asset Management, Brian S. Artz, Esq. PDS Planning, Inc. Artz, Dewhirst & Wheeler, LLP Inc. Artz, Dewhirst & Wheeler, LLP James L. Budros, Jr., CFP® R. H. Dillon, CFA® Lawrence Funderburke, Richard E. Ary, CPA, J.D., LL.M Budros, Ruhlin & Roe, Inc. VELA Investment CFP®, CFM Ary Roepcke Mulchaey Randy Carr, CAP® Management, LLC Lawrence Funderburke Youth Organization Jacintha K. Balch, Esq. CPA Solutions, Inc. Daniel Due, CFP®, CAP® Balch Law Stephen Cartwright Budros, Ruhlin & Roe, Inc. John F. Furniss III, Esq. Vorys, Sater, Seymour and Kathleen A. Ballenger, Esq. Boenning & Scattergood Robert R. Dunn, Esq. Pease LLC Kessler & Ballenger Co., LPA August A. Cenname Bailey Cavalieri LLC Merrill Lynch Private Bank Suzanne R. Galyardt, Esq. Shawn Ballinger, CFP® Sean P. Dunn, J.D. Vorys, Sater, Seymour and Columbus Street Financial Jeffrey D. Chaddock, CRPC® Sean P. Dunn & Associates, Pease LLP Planning Ameriprise Financial, Inc. LLC Kenneth A. Gamble, Esq. James H. Balthaser, Esq. Sheila A. Clark, Esq. Jonathon S. Eesley Gamble Hartshorn, LLC Thompson Hine LLP Clark & Lowe, Attorneys At Windsor Advisory Group Law Donald E. Garlikov Robert B. Barnett, Jr., Esq. Jason A. Eliason, The Garlikov Companies Carlile, Patchen & Murphy LLP Brent G. Coakley, CFP® CFP®, ChFC®, CFA® UBS Financial Services, Inc. Peter S. Geldis, MBA, CFP® Waller Financial Planning Philip B. Bartlett, J.D., CPA Hamilton Capital Management KPMG LLP Andrew Coen, CPA, MT Group HBK CPAs & Consultants Jack G. Gibbs, Jr., Esq. Michael L. Beers, J. Richard Emens, Esq. CIMA®, CRPS® I. David Cohen, Emens & Wolper Law Firm, Patrick E. Giller, CFP® Morgan Stanley CLU®, ChFC®, LUTC® LPA Lincoln Financial Advisors

64 The Columbus Foundation Annual Report 2019 Robert L. Gorman Bryan K. Hogue, Esq. Robert S. Keidan, CFP® Harlan S. Louis, Esq. Robert W. Baird & Company, Carlile, Patchen & Murphy LLP Keidan Financial Consultants, Bailey Cavalieri LLC Inc. LLC Damon P. Howarth John C. Lucas, Esq. Myron C. Grauer Park National Bank Charles A. Kerwood, III, Isaac Wiles Capital University Law School CFP®, ChFC® C. Lawrence Huddleston, Esq. Waller Financial Planning Ronald G. Lykins, CPA William T. Grové, CAP® Huddleston Law Group LPA Group Ron Lykins Inc. CPA’s UBS Financial Services, Inc. David L. Humphrey, Esq. Russell W. Kessler, Esq. Douglas M. Lynch, Paul A. Gydosh, Jr., CFP® Humphrey Law Firm, LLC Kessler & Ballenger Co., LPA CPA, CFA®, CFP® Kensington Wealth Partners, Lynch Financial Group LLC LTD. Liam J. Hurley, MTAX, CFA®, Lori-Lou Kimm, Esq. CAIA, CFP®, CIMA®, EA Porter Wright Morris & Arthur Jeffrey D. Mackey, Esq. R. Matthew Hamilton, CFP® Summit Financial Strategies, LLP Fusco, Mackey, Mathews Hamilton Capital Management Inc. & Gill LLP J. Anthony Kington, Esq. Paul A. Hanke, Esq. Christian Hviid, CFA® Taft Stettinius & Hollister LLP Jacqueline Ferris MacLaren, Wells Fargo Private Bank Esq. Cary Hanosek, Adam Koos, CFP®, CMT® MacLaren Law LLC CFP®, CAP®, CRPC® Jim Hyre, Jr., CAP® Libertas Wealth Management Merrill Lynch Hyre Personal Wealth Group, Inc. Lark T. Mallory Advisors The Affordable Housing Trust James A. Hardgrove, Esq. Hans J. Kronsbein, James A. Hardgrove, Co., LPA Eric N. Marquardt, MBA, CFP® Michael Hyzdu, CFP® CFP®, CPWA® Plante Moran, PLLC Hamilton Capital Management Erika L. Haupt, Esq. UBS Financial Services, Inc. Roetzel & Andress Richard J. Martin, CFP®, MS Ted Inbusch, APMA Geoffrey S. Kunkler, Esq., CAP® Bluestone Wealth Partners Robert D. Hays, Esq. Ameriprise Financial, Inc. Carlile, Patchen & Murphy LLP Merrill Lynch Jane Higgins Marx, Esq. Frank A. Ingwersen Kathleen E. Lach-Rowan, Carlile, Patchen & Murphy LLP Victoria W. Hayward Boenning & Scattergood CFM, CAP® Morgan Stanley Samuel A. McCoy, CFP® Frederick M. Isaac, Esq. UBS Financial Services, Inc. New Albany Wealth Jeffrey Hedley Isaac Wiles William M. Lane, Esq. Management Robert W. Baird & Company, Steptoe & Johnson PLLC Inc. Charles M. Jarrett, CFP®, Sean McEvoy, CFP® CLU®, ChFC® Ted Lape Ameriprise Financial, Inc. Merrill Lynch Private Bank Derek J. Hegarty, CFP® Lazear Capital Partners UBS Financial Services, Inc. Rose K. Vargo McFarland, Esq. Wayne A. Jenkins, Esq. Mark B. LaPlace, CPA Steeley Law Office Edward C. Hertenstein, Esq. Lane Alton GBQ Partners LLC Roetzel & Andress John P. McHugh, Jason R. Job, J.D., CFA®, CAP® Scott T. Lindsey, Esq. CPA, CAP®, CFP® Robert M. Hetterscheidt, VELA Investment Lindsey Law Office, LLC Budros, Ruhlin & Roe, Inc. AAMS Management, LLC Edward Jones Quintin F. Lindsmith, Esq. C. Granger McKinney Greg Johnson, CFP®, CAP® Bricker & Eckler LLP Wells Fargo Advisors Diane K. Hill Compass Financial Group LLC Edward Jones Gordon F. Litt, Esq. Mark A. McLeod, Esq. Michael S. Jordan BakerHostetler McLeod Law Office Benjamin Hoeger, CFP® Ice Miller LLP Robert W. Baird & Company, Jeffrey R. Loehnis, CFP®, CPA Jamie P. Menges, Inc. Kevin Kale Hamilton Capital Management CFP®, CPA US Bank PDS Planning, Inc. George M. Hoffman, Esq. Roger A. Lossing, J.D., Carlisle, Patchen & Murphy Charles J. Kegler, Esq. CPA, CFP® Mark Menges, CAP® LLP Kegler Brown Hill + Ritter First Commonwealth Bank Compass Financial Group

65 VOLUNTEERS

AS OF 12/31/19

Michelle M. Merkel, CFP® Matthew D. Palmer, CAP® James P. Seguin, Esq. Amie L. Vanover, Esq. Merkel Financial Services, Inc. The Joseph Group, Inc. Lane Alton Thompson Hine LLP

Nikki Mesnard, Esq. Ted Paris, Jr. Richard M. Seils, Jr., Esq. Joseph C. Vinciguerra Thomas Law Group Huntington National Bank Seils Law Office, LLC Merrill Lynch

Joseph S. Messinger Michael A. Petrecca Mark D. Senff, Esq. Sam J. Vogel, CFP® Capstone Wealth Partners PricewaterhouseCoopers LLP BakerHostetler Stifel

Timothy B. Michaels, CPA Logan K. Philipps, Esq. Shawn Sentz, Christopher S. Vonau, Esq. Timeless Consulting, LLC Resch, Root and Philipps, LLC CAP®, CLU®, ChFC® Decker Vonau, LLC Sentz Financial Services James M. Vonau, Esq. Sharon L. R. Miller, Esq., CAP® Mark R. Reitz, Esq. Decker Vonau, LLC Barrett, Easterday, Kegler Brown Hill + Ritter John L. Shockley, Esq. PNC Bank Cunningham & Eselgroth LLP Kevin A. Walsh J. Eric Rice, CFP® Merrill Lynch The Honorable Robert G. Capital Asset Management, Lisa G. Shuneson, CPA, PFS Montgomery Inc. Whalen & Company, CPAs Todd D. Walter, CFP®, CPA Probate Judge The Joseph Group, Inc. Thomas J. Riley, Esq. Thomas J. Sigmund, Esq. Karen M. Moore, Esq. Hahn Loeser LLP Kegler Brown Hill + Ritter Todd A. Weber, Esq. Vorys, Sater, Seymour and Fredric L. Smith, Esq. Weber Law Co., LPA Pease LLP Paul D. Ritter, Jr., Esq. Kegler Brown Hill + Ritter Squire Patton Boggs Donald E. Wells, CPA Wells, CPA LLC Douglas S. Morgan, Esq. Jeff Smith, CFP® Robert M. Roach, CLU®, Morgan Law Co Key Private Bank ChFC®, AEP Lee A. Wendel, Esq. Squire Patton Boggs Miranda E. Morgan, Esq. Northwestern Mutual Beth K. Sparks, CFP® Ice Miller LLP The Sparks Group of T. Calloway Robertson, III, Susan M. Wolf Raymond James Robert V. Morris, II, Esq. CFP®, ChFC® First Commonwealth Advisors Franklin County Probate Court Fifth Third Bank H. Grant Stephenson, Esq. Beatrice E. Wolper, Esq. Porter Wright Morris & Arthur Emens & Wolper Law Firm, William A. Morse, Esq. Barry R. Robinson, Esq. LLP LPA Law Office of William A. Morse BakerHostetler Matthew J. Stewart, Bradley B. Wrightsel, Esq. Dennis R. Newman, Esq. William K. Root, Esq. CFP®, ChFC® Wrightsel & Wrightsel Isaac Wiles Resch, Root and Philipps, LLC Forestview Financial Partners, LLC R. Douglas Wrightsel, Esq. Erik Niermeyer Ronald L. Rowland, Esq. Wrightsel & Wrightsel Stratos Wealth Partners Vorys, Sater, Seymour and Timothy R. Stonecipher, Esq. Pease LLP Stonecipher Hughes Edward J. Yen, CIMA®, CPWA® Jamie Norckauer, J.D. Stifel Park National Bank George E. Ruff, CIMA® David A. Swift, Esq. Michael J. Zaino, Esq. UBS Financial Services, Inc. Vorys, Sater, Seymour and John Ohsner, CFP®, CFA® Zaino Law Group, LPA Pease LLP Heximer Investment Rodger W. Schellhaas, CPA Michael C. Zid Management, Inc. Kagay & Schellhaas, CPAs LLC Mary Ten Eyck Taylor, Esq. Morgan Stanley Wealth Chris Olsgard, CFP® Christopher Schumacher, CFP® James Trifelos, Esq. Management Waller Financial Planning TSG Advice Partners WesBanco Bank, Inc. Group John D. Schuman, J.D., CFP® Wendy Trout, CFP®, CAP® — Thomas A. Orchard, CFP®, Budros, Ruhlin & Roe, Inc. Summit Financial Strategies *deceased CAP® Edward M. Segelken, Esq. Mark E. Vannatta, Esq. Mark J. Palmer, J.D. Porter Wright Morris & Arthur Vorys, Sater, Seymour and The Joseph Group, Inc LLP Pease LLP

66 The Columbus Foundation Annual Report 2019 THE COLUMBUS FOUNDATION STAFF

AS OF 12/31/19

OFFICE OF THE PRESIDENT COMMUNITY RESEARCH AND DONOR SERVICES Tracy Potter GRANTS MANAGEMENT Donor Services Douglas F. Kridler Angela Parsons, J.D., CAP® Grants Assistant President and CEO Dan A. Sharpe Vice President for Donor Vice President for Community Services and Development Hilary Stone Renilda Marshall Research and Grants Manager of Donor Executive Secretary to the Management J. Bradley Britton, J.D., LL.M. Stewardship, Research, President and CEO Director of Planned Giving and Analytics Nancy Fisher and General Counsel Pamela S. Straker Senior Grants Manager Alicia Szempruch Director of Human Resources Jeffrey Byars, CAP® Scholarships Officer and Mark Lomax, II, D.M.A. Associate Director for Donor Manager of The Big Table Community Research and Services and Development Grants Management Officer Carrie Carmody COMMUNICATIONS AND Matthew Martin Donor Services Gifts Assistant MARKETING Community Research and FINANCE AND Natalie Parscher Grants Management Officer Christine Donovan, J.D., ADMINISTRATION Vice President for CFRE Scott G. Heitkamp, CPA Communications and Melissa McCool Donor Services Officer Associate Grants Manager Vice President and CFO Marketing Rachelle Gorland Victoria Prokup Scholarship Assistant Amy T. Cintron Challen Brown Community Research Support Services Coordinator Creative Manager and Grants Management Lisa M. Jolley, J.D., CAP® Administrator Director of Donor Services Diana DaPore Margaret Robinson Receptionist/Secretary Content and Engagement and Development Manager Emily Savors Director of Grants Donna Jordan Shelley Davis Donor Services Assistant Facilities Associate Amy K. Vick Management Director of Communications Beth Ketcham Amber J. Erickson and Marketing Becca Sigal Community Research and Donor Services and Senior Accountant Grants Management Assistant Communications and Susan C. Hazelton Marketing Assistant Events and Facility Manager Danielle Tong Community Research and Chris Kloss SUPPORTING FOUNDATIONS Donald P. Ludwig Executive Assistant for Donor Grants Management Officer Senior Accountant Tamera Durrence Services and Development Vice President for Supporting Kelly Schleppi Foundations Jane Landwehr Senior Financial Reporting Emergency Assistance Accountant Michelle Bennett INFORMATION TECHNOLOGY Program Coordinator Supporting Foundations Kristen Wood, CPA Grants Management and Gregg Oosterbaan Lisa J. Lynch, CAP® Vice President of Information Controller Outreach Coordinator Associate Director for Donor Technology Services and Development Tracey De Feyter Supporting Foundations Carey E. Dailey Trish Mayhorn Director of Network Services Administrator Donor Services Fund Assistant Joyce A. Ray Stacey Morris, CAP® Associate Director, Associate Director, Steven S. Moore Technology Product Manager Supporting Foundations and Director of Donor Services and Development Information Management Brenda Watts Technology Product Manager Robin Wolff Supporting Foundations Grants Manager

67 “T he more things change, the more they remain the same.”

—JEAN-BAPTISTE ALPHONSE KARR

Change is a difficult concept to embrace. With change often comes uncertainty, fear, and a longing to return to “normal.” As we move through 2020, we, as a community, a nation, and a world, remain in a constant state of change.

Life at home, work, and school looks so different, feels so different, is so different. The Columbus Foundation was born amidst a sea of change. We remain steadfast in our commitment to see our community, and you, our donors, through uncertain times. While things around us continue to evolve, our goal remains the same—to help you help others. Times may be changing, but our commitment to you is not. We also recognize there are silver linings amidst these trying times, moments of collaboration, and triumph. Moments that allow us to lift others up, help our neighbors, and spread a little joy to those around us. While we realize this change will continue, the Foundation will continue to do all we can to fulfill our mission of strengthening and improving our community, for all. Thank you for your partnership, your generosity, and your kindness.

68 The Columbus Foundation Annual Report 2019 OUR MISSION To assist donors and others in strengthening and improving our community for the benefit of all its residents.

OUR PROMISE To help you help others through the most effective philanthropy possible.

CREDITS

EDITORIAL Amy Vick, Natalie Parscher, Challen Brown, Megan Denny, Margaret Robinson

DESIGN FORT

Copyright © 2020 The Columbus Foundation 1234 East Broad Street Phone: 614/251-4000 Columbus, Ohio 43205-1453 Toll free: 1-866-263-6001 Fax: 614/251-4009 columbusfoundation.org