2015 ANNUAL REPORT The Community Foundation of Greater Lafayette encourages and facilitates local philanthropy, manages funds, and awards grants to help those working to better Tippecanoe County. 2015 ANNUAL REPORT
Endowment donors Jack and Leta Kelley (center, back row) celebrate community philanthropy with their family.
CONTENTS
Leadership Letter 2 Leading Philanthropy Our Role 3 Enriching Lives Community Programs 4 For 45 years, The Community Foundation of Greater Lafayette has Ways to Give 5 offered donors viable giving avenues, provided ways to honor and Funds We Manage 6 memorialize friends and family members, and managed funds that support community endeavors, nonprofit organizations, and scholars. Legacy Society 9 Through careful oversight and administration of these gifts, The Featured Donors 10 Foundation in turn awards grants to better our community and Donors 12 further educational opportunities. Primary areas of focus are arts and culture, children and youth, diversity, Gold Key Society 17 education, health, and the physical environment. Featured Recipients 18 This report details our 2015 activities and highlights some of the people who have given Grants Awarded 20 and some of the organizations who have Applying for Grants 23 benefitted from their generosity. COMMUNITY Scholarship Funds, Awards 24 Financials 26 Board, Committees, Staff 28 As The Community Foundation of Greater Lafayette nears the half-century mark, we celebrate Marking the donors who so wisely invest in this community, the nonprofits who extend a hand to those needing resources, and the scholars who commit to a rigorous course of study. Our Facilitating opportunities for giving and receiving—all to better our community—is our focus. It is a responsibility we treasure and carry out with deep commitment. 45th Year This year, we accepted gifts of more than $1.4 million in new donations and helped donors establish 14 new endowments, bringing the total we administer to 202. We also completed the $1.5 million matching campaign conducted over two fiscal years under the Lilly Endowment Giving Indiana Funds for Tomorrow Initiative. In turn, The Foundation oversaw assets of more than $40 million and awarded nearly $1.1 million to 72 nonprofits. Scholars benefited, too, with 33 students receiving scholarships. Each donor, each gift, and each recipient brings its own heartwarming story, from Sonya and Dale Margerum’s endowment to support the West Lafayette History and Research Center to a grant to refurbish the animal holding areas at Almost Home Humane Society. You will find several such stories in this annual report. Dave Luhman Chair, Board of Directors The Foundation’s community activities included sponsoring the nine-session Douglas W. Eberle Not-for-Profit Board Governance Series, launching the 100+ Women Who Care giving group, and convening and coordinating the 10-county Regional Prosperity Plan, a full-year task that culminated in recommended actions now in review. In December, The Foundation moved from the Elmhurst Building to new offices in the Life Building downtown, a central location convenient to everyone we serve. With gratitude for the opportunity to serve our community, we offer this annual report and hope you will enjoy learning more about The Community Foundation of Greater Lafayette. Thank you. Marianne C. Rose President and CEO Dave Luhman, Chair Marianne C. Rose, President and CEO
100+ Women Who Care Endowment Cook Medical, Inc. Endowment NEW Court Appointed Special Advocates for Kids Fund, Inc. Endowment 14 Culver Academies Endowment ENDOWMENTS IN 2015 Michael and Carolyn Gery Family Endowment Home with Hope, Inc. Endowment Indiana University Health Arnett Foundation Endowment John C. Jamison Endowment Jack and Leta Kelley Endowment Mick and Deb Mikels Family Endowment Charlie Shook Endowment STAT Endowment Truitt Family West Lafayette High School Athletic Leadership Scholarship Willowstone Endowment 2 2015 ANNUAL REPORT
Clegg Memorial Garden is now owned and maintained by NICHES, which has established a Community Foundation endowment. Taking a Role in Philanthropy
The Community Foundation of Greater Lafayette embraces these principles in its work to lead philanthropy and enrich lives.
Mission may be designated for a specific purpose or To provide ongoing income to support organization or given without restriction on community needs, The Community how the money will be used to benefit the Foundation manages and invests a community. permanent community endowment made Contributions qualify for maximum up of many funds that support donors’ deductibility under tax laws. philanthropic interests. COMMUNITY The Foundation’s simplicity, flexibility, tax Performance benefits, permanence, and accountability A permanent entity, The Community help both donors and the community. Foundation preserves the principal of funds, generally disbursing a portion of Simple Process investment earnings. Establishing a fund is easy. Donors meet with Community Foundation Accountability representatives to review options, then The Annual independent auditing, tax return Foundation handles all the paperwork. filing, and a carefully chosen volunteer board ensure that funds are used in the Donors may choose among fund options, public interest and as donors intend. using various assets to open a fund. Funds 3 Facilitating Community Programs
100+ Women Who Care chose Joyful Journey, an Adult Day Service, for funding.
Beyond work in philanthropy and grantmaking, The Community Foundation hosts one-time and ongoing programs.
100+ Women Who Care In 2015, The Community Foundation launched 100+ Women Who Care. Participants commit to $500 in charitable giving throughout the year—$100 to a Community Foundation endowment and $100 at each quarterly meeting, where a nonprofit is chosen for funding. The group met four times, raising a combined $46,400 that was shared by Group Homes for Children; Heartford House; It’s My Closet; and Joyful Journey, an Adult Day Service.
Board Governance Series Along with NCHS and United Way of Greater Lafayette, The Foundation once again sponsored the Douglas W. Eberle Board Governance Series. In nine sessions throughout the year, the series gave nonprofit board members and executive directors insights on board service. In May 2015, one of the session speakers, Robert Lupton, author of “Toxic Charity,” also gave a presentation open to the public that was sponsored by The Community Foundation.
Gold Key Society Another activity was establishing the Gold Key Society, which honors professionals who refer clients to The Community Foundation.
Regional Prosperity Plan In 2015, The Foundation convened a steering committee of leaders from major businesses, industries, and educational institutions. The committee met for regional input sessions throughout the year to create the 10-county Regional Prosperity Plan. Submitted at year-end, the plan focuses on economic innovation, quality of life and place, education, and workforce development. It identifies opportunities, assets, and resources in a 10-county area that could be better utilized and coordinated to benefit regional communities. The work was supported by a $495,000 grant from Lilly Endowment, Inc. to Central Indiana Corporate Partnership Foundation. 4 2015 ANNUAL REPORT Offering Giving Avenues
Giving to The Community Foundation is as easy as choosing what avenue is most appropriate. Donors may establish a fund by immediately transferring assets to The Community Foundation, by making a planned or deferred gift The Foundation will receive in the future, or by giving both ways.
Types of Gifts CHARITABLE GIFT ANNUITY DESIGNATED FUNDS With a charitable gift annuity, donors agree Donors wishing to support one or more GIFTS OF CASH to transfer cash or stock to The Foundation specific charitable organizations in Donors may contribute any amount to in exchange for lifetime income. Tax benefits perpetuity may establish a designated any existing fund by writing a check to The and attractive, age-based payout rates are endowment fund. Community Foundation of Greater Lafayette. available. Whether in honor or memory of someone DISCRETIONARY FUNDS or to meet personal charitable wishes, cash INDIVIDUAL RETIREMENT ACCOUNTS Discretionary funds are used to address the gifts help The Foundation support many Designating The Foundation as beneficiary most pressing community needs and are not community needs. of an Individual Retirement Account (IRA) designated for a specific agency or interest. Donors may also give to an agency is an excellent way to make a charitable endowment to support a specific gift, using an asset that otherwise might be FIELD-OF-INTEREST FUNDS organization. heavily taxed as part of the donor’s estate. Donors wishing to support a specific interest, such as arts, education, health, PUBLICLY TRADED SECURITIES CHARITABLE REMAINDER TRUSTS children, or the environment, may establish Contributions of securities are attractive Charitable remainder trusts allow donors field-of-interest funds. Based on the donor’s to those who have held stocks or bonds to place cash, securities, real estate, or other interest, The Foundation selects appropriate for a long time. Donors with appreciated assets in a trust, which The Foundation projects to support. securities can contribute them and avoid invests. The trust provides income to the significant capital gains taxes. donor or a loved one for life, then the SCHOLARSHIP FUNDS balance goes to The Foundation for a charity Donors who want to help individuals LIFE INSURANCE of the donor’s choice. with education or training expenses may Donors may name The Community establish a scholarship fund in their names Foundation as owner and beneficiary of Fund Types or the name of another they would like to a new or existing life insurance policy, The Foundation offers various options for honor. receiving a current income tax deduction on establishing a fund. premium payments. Other Gifts ADVISED FUNDS MEMORIALS, TRIBUTES ONLINE GIVING Advised funds allow donors to participate in Gifts in memory of or to honor others may Contributions in any amount, charged to grant allocations. These funds are a viable, be given to The Foundation for general donors’ credit cards, debit cards, or bank cost-effective, and simplified alternative to a community use or to a specific fund. accounts, may be made at www.cfglaf.org. private family foundation.
Deferred Gifts BEQUESTS Donors may designate bequests to The We know The Foundation invests the money wisely, Foundation in wills or living trusts, in set amounts, as a percentage and we have confidence it will grow with them. of an estate’s value, or residual amounts. These bequests SUE CARR | ART MUSEUM OF GREATER LAFAYETTE ART LEAGUE are exempt from estate tax.
COMMUNITY
5 Advised Funds Art Museum of Greater Lafayette Foundation Managing Donors or their successors recommend grant Endowment Fund distributions. Bach Chorale Education and Outreach Fund Bach Chorale Operating Fund Alpha Endowment Fund Local Bach Chorale Podium Fund Elizabeth Patout Alting Endowment Fund Boardman Family Fund for Wabash Center, Inc. Anonymous Funds Burnett Creek Elementary School Endowment Roger and Cathy Bauer Family Endowment Fund The Community Foundation Bill and Donna DeFouw Fund Children’s Music Foundation Endowment of Greater Lafayette Charles B. Dieterle Randolph Township Fund City of Lafayette Clean Sweep Fund administers 202 funds, John and Kathy Gambs Endowment City of Lafayette Fire Department Fund ranging in size from $5,000 Gettings Family Endowment Fund Civic Theatre Endowment Fund to more than $1 million. They Hearing Loops and Assistive Technology Barbara I. Cook Endowment for Food Finders Endowment Fund include these listed here, under Food Bank, Inc. A. P. Jamison Family Fund Court Appointed Special Advocates for Kids Fund, scholarships, and on the JET’s Love Fund Inc. Endowment Legacy Society page. Kronos Family Endowment Fund Culver Academies Endowment Lafayette Savings Bank – John Purdue Benevolent Shirley B. Curtis Fund for YWCA Endowment Warren N. Eggleston Legal Aid Endowment Fund Lafayette-West Lafayette Urban Forestry Fund Food Finders Food Bank Endowment Fund Lehman Family Endowment Mary Fuqua Endowment for Area IV Agency on Diana Sue Leslie Endowment Aging and Community Action Programs, Inc. William H. & Susan C. Long Community Fund John and Mary Ruth Graham Endowment for The Matthew 25 Endowment Fund Riggs Community Health Center Olson Community Endowment Fund Greenbush Cemetery of Lafayette Endowment Olson Fund Thomas Griffin Endowment for the 42nd Royal Olson Heritage Endowment Highlanders Painter Family Philanthropic Fund Haan Family Endowment Fund Pookie and Gracie Dog Rescue Fund Robert and Ellen Haan Museum of Indiana Art James K. and Mary Jo Risk Family Foundation Endowment Fund Fund Habitat for Humanity of Lafayette Fund Betty Rowe Endowment Miriam K. Epple-Heath Endowment for Wabash Ruckman Family Foundation Center Inc. Arlan and Sharon Stavnheim Endowment Winfield F. Hentschel Fund for The Community Foundation of Greater Lafayette Taylor Family Endowment Fund Historic Prophetstown Fund Larry J. Tompkins Memorial Fund J. Frederick Hoffman Fund for Tippecanoe County JoAnn P. Vorst Endowment Parks & Recreation Foundation Designated Funds Home with Hope, Inc. Endowment Donors support specific organizations, Indiana University Health Arnett Foundation with The Foundation ensuring grants remain Endowment relevant over time. Erich Klinghammer Wolf Park Endowment Fund AgrIInstitute, Inc. Endowment Fund Charles E. and Nelda M. Kramer Endowment for Lafayette Family YMCA America In Bloom Fund Lafayette Adult Resource Academy Capital Fund Janet St. John Amy Fund for Lafayette Symphony Orchestra Foundation Lafayette Chamber Singers, Inc. Fund Anonymous Endowment Fund Lafayette Citizens Band Fund Art Museum of Greater Lafayette Art League Fund Lafayette Rotary Club Foundation Fund Art Museum of Greater Lafayette Education Fund Lafayette School Corporation Education Endowment Art Museum of Greater Lafayette Endowment Fund Lafayette Transitional Housing Endowment Fund Joseph and Anne Lift Endowment 6 2015 ANNUAL REPORT
A Community Foundation grant funded new furniture for Lafayette Symphoney Orchestra offices.
Long Center Fund Kirby and Carolyn Risk Endowment Fund for Sonya and Dale Margerum West Lafayette History Leadership Lafayette, Tippecanoe County and Research Center Endowment Historical Association, and Art Museum of John K. and Prella P. McBride Endowment Fund Greater Lafayette for Art Museum of Greater Lafayette Risk Family Endowment for Junior Achievement John K. and Prella P. McBride Endowment Fund Right Steps Child Care Endowment for Lafayette Symphony Orchestra Sidney “Sarge” and Jo Sargent Endowment Fund Dr. and Mrs. Richard C. McPherson String for Tippecanoe Arts Federation Instrument Scholarship Fund, in Honor of Their Mickey Shook Memorial Fund for Art Museum of Children, Gregg A. McPherson and Kimberly Greater Lafayette McPherson Vratil, for Lafayette Symphony Christy Smith Leadership Lafayette, Inc. Orchestra Endowment Mental Health America of Tippecanoe County, Sons of Abraham Congregation Cemetery Inc. Endowment Endowment Mental Health America of Tippecanoe County, Spring Vale Cemetery Endowment Fund Inc. for Crisis Intervention Endowment Stefaniak Family Clarinet Endowment Fund for Robert F. Mertz Endowment Fund for Tippecanoe Lafayette Symphony Orchestra County Historical Association Foundation Stefaniak Family Flute Endowment Fund for FUNDS Debra St. John Mishler Fund for Lafayette Lafayette Symphony Orchestra 202 Symphony Orchestra Foundation Tippecanoe Arts Federation, Inc. Endowment ADMINISTERED BY Mr. and Mrs. William F. Moeller Fund for Fund THE COMMUNITY St. James Lutheran Foundation Tippecanoe Arts Federation Endowment Fund in FOUNDATION New Community School Fund Memory of Suzie Coles NICHES Endowment Tippecanoe Chamber Music Society, Inc. Edgar B. Olson Endowment for the Long Center Endowment Omega Columbarium Fund for First United Tippecanoe County Council on Aging, Inc. Methodist Church of West Lafayette Endowment Fund Richard C. and Helen M. Overmyer Endowment Tippecanoe County Historical Association Fund for First Christian Church of Francesville, Endowment Fund Indiana Tippecanoe County Imagination Library Fund Louis Pearlman, Jr., Fund for Lafayette Symphony Tippecanoe County Parks and Recreation Orchestra Foundation Endowment Fund Tippecanoe County Public Library Endowment Fund 7 Tippy Connect Young Professionals Endowment Lilly Endowment, Inc. Fund Managing Fund Elizabeth Mackay Endowment Tree Lafayette Endowment Fund Sonya L. and Dale W. Margerum Endowment Local Lyn Treece Boys and Girls Club Fund Martin Family Endowment Unitarian Universalist Church Kay Asher Religious David and Anita McGaughey Endowment Education Endowment Fund Mick and Deb Mikels Family Endowment Funds Unitarian Universalist Church Building Betty M. Nelson Community Endowment Fund Endowment Fund Mariellen and Gerry Neudeck Endowment Unitarian Universalist Church Jean B. Carlson The Kathryn E. Olson Endowment General Endowment Fund Parent Family Endowment Unitarian Universalist Church Ferris-Harvey Social Justice Endowment Fund Thomas M. Price Family Endowment United Way Endowment Fund George and Nerlene Ramsey Endowment Fund Dr. Harry M. Von Tobel Endowment Fund for Richard and Violet Road Endowment Fund Long Center Marianne and Larry Rose Endowment COMMUNITY Wallace Triangle Island Endowment Fund Charlie Shook Endowment West Lafayette Public Library Endowment Kendall S. and Mary Carson Smith Fund Willowstone Endowment Mary Jo and Tom Sparrow Endowment Richard D. Wood Scholarship Fund STAT Endowment Susan and Kingsley Wu Charitable Endowment Burr and Anne Louise Swezey Fund Fund for Civic Theatre of Greater Lafayette, Swezey Community Fund Lafayette Symphony Orchestra, and Art Museum Sally Watlington Community Endowment Fund of Greater Lafayette Bob and Marilyn Whitsel Endowment Fund YMCA Camp Tecumseh Fund Tony Zamora Jazz Club Endowment Field-of-Interest Funds Donors focus on particular charitable areas, with The Discretionary Funds Foundation assuring their wishes are carried out. Unrestricted, or discretionary, grants originate from endowment funds that give The Community Linda Bowman and Glenn Tompkins Children’s Foundation flexibility to fund changing community Endowment needs. George and Betty DeVault Fund for Community Beautification 100+ Women Who Care Endowment Education Fund for Tippecanoe County James H. and Sandra H. Bodenmiller Louisa Lee France Endowment Fund for Music EndowmentCommunity Fund Education for Disadvantaged Children Barbara I. Cook Endowment Fund for Children’s Needs Cook Medical, Inc. Endowment Virginia B. Huth Endowment Fund for Duncan Fund Community Beautification Douglas W. Eberle Endowment Indiana Care Circle Fund Warren N. Eggleston Fund Lafayette Savings Bank Wabash River Michael and Carolyn Gery Family Endowment Enhancement Endowment Eugene and Marilyn Glick Blue Ribbon Fund in John and Marjorie Martin Endowment for Health honor of Rachel E. Faust and Human Services Max and Elsie Goken Endowment Fund Esther L. McConnaughay Endowment Fund for Steve and Pam Horne Endowment Cancer Research and the Care and Treatment of Robert and Dorothy Hughes Community Fund Cancer Patients John C. Jamison Endowment Betty M. Nelson Endowment for Literacy Greg and Barb Kapp Endowment Suicide Prevention Fund Jack and Leta Kelley Endowment Jim and Nancy Klusman Community Endowment Fund
8 Thanking Our Legacy Society
Planning to contribute to The Community Foundation through a bequest, charitable gift annuity or charitable remainder trust fulfills the giving wishes of many in our community. We appreciate the promised gifts of these individuals, known as our Legacy Society, who have chosen to include The Community Foundation in their estate plans.
Will Bequests Charitable Gift Annuities Donors include The Community Donors set up a charitable legacy in exchange for Foundation in their estate plans. Please income during their lifetimes. contact Candy Silver at The Foundation Beverly H. Gettings for The Community to be listed. Foundation of Greater Lafayette Anonymous Unrestricted Fund Janet R. Achor Betty M. Nelson for Betty M. Nelson Endowment Richard Boehning Fund for Leadership Lafayette, Inc. and YWCA Foundation, Inc. Maurie and Mary Jane Denney David R. and Mary Lou Dove Charitable Remainder Trusts Miriam Epple-Heath Donors develop a charitable legacy in partnership with Fred and Mary Ford The Foundation. John and Kathleen Gambs Anonymous Trust for a field-of-interest fund LaNelle Geddes Beverly Barker Trust for the McConnaughay Fund 2015 Mike and Carolyn Gery DeVault Trust for the George and Betty DeVault ANNUAL REPORT Beverly Gettings Fund Bill and Gail Gettings Mayerstein Trust for the Buffy and Alice Mark and Susan Hermodson Mayerstein Fund Joan Anne Hughes St. John Trust for the C. Virgil and Ruth W. St. Martin and Patty Jischke John Fund and other charitable purposes Joseph and Anne Lift Shook Trust II for The Community Foundation of John and Marjorie Martin Greater Lafayette Endowment Betty M. Nelson Stefaniak Trust, a designated fund for the YWCA of Greater Lafayette Sandy Pearlman Stefaniak Trust II for The Community Foundation George and Nerlene Ramsey of Greater Lafayette Endowment Larry and Marianne Rose Sarah J. Watlington Trust for Sally Watlington James C. Shook, Sr. Endowment Meddie and Candy Silver Sarah J. Watlington Jacob and Mary Ann Wiebers
Barbara Cook was especially concerned about people in the community who did not have adequate food and shelter. Her way to address one of those issues was to assign part of her estate for an endowment benefiting Food Finders Food Bank.BETTY NELSON
9 Photo courtesy of Journal and Courier. Haans Work, Play Together This is a love story. What other word could define this couple’s ability to spend 26 years running a business together, work side-by- side wallpapering a dozen rooms in their home, and even enjoy shopping together— for art, that is. Meet Bob and Ellie Haan of Lafayette, married more than 45 years, who met in Milwaukee, lived in Chattanooga, Tenn., and in 1977 came to Lafayette—a return for Bob. They brought along a small business, Haan Crafts, which makes sewing project kits for schools, which they sold in 2003. When they began restoring their home—a former World’s Fair showcase on State Street—they also started collecting Indiana Robert Mertz, then 60, is pictured on the right in this 1985 photo with his brother Jack. Art. Their home is now a nonprofit art museum. To preserve the building and its treasures Spotlighting Donors as a museum, they set up two endowments with The Community Foundation. The Robert and Ellen Haan Museum of Indiana Spirit of Christmas Inspired Gifts Art Endowment provides operations Rumors abound about the year-round support; the Haan Family Fund contributes Christmas tree in the house at 10th and to the building’s maintenance. Salem streets, even though residents Robert “Bob” Mertz and his brother Jack discounted COMMUNITY them all. Their tradition began in 1974 when there was no time to take it down, and they left it up from then on. It might be said that the tree represented Bob Mertz’ spirit of giving. Born in Lafayette, he studied business at Indiana University and resided most of his life in the Salem Street house. His career was in accounting at various businesses. He died in November 2013 at age 89, four years after moving to Westminster Village. “Bob invested wisely, and he gave to every charity that ever walked,” says former co- Ellie and Bob Haan established two endowments worker Stephen Thompson, who handled to benefit the Haan Museum of Indiana Art. Mertz’ financial matters after his death. Active in the Elks, Masonic Lodge, and American Legion—and passionate about history—Mertz directed in his will that the Robert F. Mertz Endowment for the Tippecanoe County Historical Association Foundation Fund be established at The Community Foundation. 10 2015 ANNUAL REPORT The Sonya and Dale Margerum West Lafayette History and Research Center Endowment will be managed by The Community Foundation in a professional and responsible manner. SONYA MARGERUM
Margerum Endowment Administered by The Community Helps History Center Foundation, the endowment supports the State Street went from dirt to pavement in center housed in the West Lafayette Public 1902. West Lafayette’s first library opened Library. in 1923, and its first public park in 1953. In “We want to get more recognition for our 1979, Sonya Margerum was elected mayor, city’s history,” Dale says. “West Lafayette making history as the first woman and has done far more than people realize.” serving 24 years. “We hope this will stimulate interest and Fitting then, that she and her husband, bring forth stories so we can build on what Barbara Cook, former Purdue University dean of retired Purdue distinguished professor has been done in the past,” Sonya says. students, gave generously to the community. Dale Margerum, residents since 1954, established the Sonya and Dale Margerum The endowment is a plus, says Nick West Lafayette History and Research Center Schenkel, library director. “Their generosity Cook’s Legacy Gifts Endowment. will ensure a vibrant, enduring focus on the Help Community unique story of West Lafayette.” While Purdue University brought Barbara Cook to town for a student services career that included serving as dean of students, Sonya and Dale Margerum established an endowment to support the West Lafayette History and Research Center. her commitments extended beyond campus during her 57 years here, until her death in 2013. “Barb had the mind and soul of a humanitarian,” says friend Betty Nelson. “Her life had meaning when she was sharing with others.” “One of the loves of her life in the volunteer world was working in the food pantry at St. John’s,” says Sally Watlington, another friend. “Even when her back and hips hurt, she packed up groceries and talked to the people.” Cook also supported the Salvation Army, YWCA and others. In her will, she designated funds for two endowments. One benefits Food Finders Food Bank; the other is a discretionary fund to support local needs. Born in 1929 in Memphis, Tenn., Cook earned a bachelor’s at the University of Arkansas, master’s at Syracuse University, and a Purdue doctorate. Her pastimes were gardening and camping.
11 Donors Andrew Brightman and Holly Expressing 1st Source Bank Jaycox Patricia Adamo Tom and Jane Brooks Paul Addison Eileen Brown Our Gratitude Tom and Winnie Adler Keith Brown Jan Alaksa Ginnye Buchanan Chris Albert Jim Buescher Ron Alting John Burgett Cheryl Altinkemer Robert Burgett James and Marilyn Anderson Kate Burke Richard Anderson Thomas and Mary Ann Burns James and Laura Andrew Cheryl Butcher Area IV Agency on Aging Butler, Fairman & Seufert, Inc. Arni’s, Inc. Steve and Sally Byrn Art Museum of Greater Mary Caccavo and Tom Kent Lafayette Ron and Marlene Campbell Art Museum of Greater Dominique Canada Lafayette Art League James Cansdale Mark and Rhonda Arvin John Carlson Susan Aufderheide Pat Carr Linda Austin Sue Carr Carol Badgett-Fox Sally Carter Zachary Baiel CASA for Kids Joseph Bailey Carol Casey Ball Eggleston PC Jill Castellano Linda Sorensen and Sue Carr, members of the Art League, Marlene Charlesworth which established an endowment to mark its 50th anniversary. Beth Bangs Bank of America Charitable Susan Chavers Fund Deborah Christopher Joan Banning Brenda Clapper Alberta Barker Terry Clark John and Elizabeth Barrett Carol Clark-Elliott Nate and Brandy Barrett Tara Balfe Clifford Patty Barrett Rita Cobb Richard and Pat Bartholomew Ronald and Carla Coffey LOCAL Heather Beasley Jack and Cheryl Coffin 72 Jon and Carol Beeson Ann Cohen NONPROFITS RECEIVED Robin Bellinger Linda Cohen FUNDING IN 2015 Gerard Benner Thomas Cole and Laura Pitone Richard Bennett and Ellen Kizer Ann and Donald Coller Bennett’s Greenhouse, Inc. Kay Collins Russell Berry Lynn Colwell James and Cadi Bien Dale Compton Helene Bishop Denise Coogan Charles Biviano Cook Medical, Inc. Buck Black Jane Cook John Blackman Lillian Cote Mike and Margie Bluestein Kathy Cowans Jim and Sandy Bodenmiller Ashley Crown Dick Boehning Rebecca Cuellar-Berumen Connie Bogan Sam C. Curtis, III Gene and Elaine Bold Deborah Cusack Shirley Bosler Charles Cutter and Susan Curtis Kathleen Bowman Marjory Dahm Linda Bowman and Glenn Daniel and Naomi Dalach Tompkins Robert Dale Nancy Brandt Diane Damico William Brechtel Judd Danby Ronald Brender Donald and Sandra Daniel
12 2015 ANNUAL REPORT Debra Davidson Tom and Laurie Frey Cortney Hoese Kathy Davis Gisela Friedlaender Stephen Hoffmann and Alice Marjorie Davis Kim and Linda Froberg Pawley William Davis Stephanie Funcheon Michele Pullo Hollander Harlan and Heather Day Rob and Carol Galbraith Home with Hope Susan Day Kathy Gambs Steve and Pam Horne Michelle Dearing Jane Gaskell Geraldine Horwich Kathryn Decker Al and Nancy Gatmaiten Paul and Ellen House Stephen and Linda Decker Don and Carol Gentry Joan A. Hughes Susan DeLong Pris Gerde Indiana University Health Ned Derhammer and Nola Dennis and Jeanne Gernhardt Arnett Foundation Gentry Mike and Carolyn Gery Kathy Iverson Jacquie Dexter Bill and Bev Gettings Elva James Mark Diekman and Patti Cara Giese John James O’Callaghan Melinda Gilbert John C. Jamison Estate Beth Ditto Dick and Hilda Giromini Olga Jeffares Jan Ditto Steve Gloyeske Keven and Maureen Jennings Joseph and Bette Dixon Janis Goffinet Martin and Patty Jischke Lori Donnelly Kasey Goodwin Claude and Maythia Johnson Frank Dooley and Pam Hermes Laura Gordon David and Debra Johnson Kathy Downey Hallie Gorup Alvin and Carla Jones Susan Dringenberg Dick and Connie Grace Bruce and Mary Ann Junius Carol Du Clos and Megan Grace United Methodist Church Mary Kadlec Brown Virginia Grace Laura Kaplan John Dubberley Dorothy Gracey Greg and Barb Kapp Jason Dufair Christine DeSanctis Graham Barry and Iris Karas Duke Energy Greater Lafayette Commerce Sarah Kay Janice Dulaney Bob Griffiths Kristel Kaye Peter and Georgia Dunn Karen Grubber William and Kristine Kealey Linda Eales Sherri Guido Roberta Keirce Brigette Echols Hope Gulker Sherry Keith Donald and Joellen Edelen Charles and Donna Gullion Jack and Leta Kelley C. Richard and Claudia Edwards Alivia Gutwein Rodney and Jeanne Kelsay Ed and Sue Eiler Bob and Ellie Haan Jennifer Kerr Ron and Meg Ellis Rose Haberer Dennis Kieffer Kathy Erikson Steve and Diane Haby Harold and Barbara Kinsler Zenephia Evans Edward and Violet Haelterman Kirby Risk Corporation William and Joanne Evers Curtis and Judith Hall Nina Kirkpatrick Elizabeth Fako Jody Hamilton Candice Kissinger Carma Fazio Scott and Amanda Hanback Theresa Kix Anna Ferguson Butch and Bev Hancock Vic and Sheila Klinker Leslie Fernung Bob and Eleanor Hannemann Cheryl Knodle Donald and Ruth Ann Ferris Susan Hardy Joyce Koelzer COMMUNITY David Filmer and Christa Keck Stanley and Karen Harlow Linda Koerner Norbert and Carolyn Fisher Harold Harris Denise Koto Paul Flick Ted Harris and Cris King Michelle Kreinbrook Joseph Fonda Suman Harshvardhan Elana Kritikos Fred and Mary Ford Carrie Risk Hart James and Julie Krogmeier Joan Ford Russell Hart Ramona Krueger Joanne Fortune Karen Hatke Jane Lacher Laura Fox Dru Hay Lafayette Community Bank M. Frank Tressa Heath Lafayette Hearing Center Elias Franses and Nien-Hwa Judith Hedderick Lafayette Life Foundation, Inc. Linda Wang Susan Helwig Howard and Kay Lafever Barb Frazee Stephen and Pamela Henderson Carol LaJeunesse Eldon and Marsha Fredericks Susan Henson Sarah LaMar Jim and Mary Freeland William and Marilyn Hinze Bill Lapcheska Mark and Amy French Richard and Bonnie Hobbs Ed Lausch
13 Denise Laussade Wes McDivitt Andrew and Marty Pavlovich Sarah Lavignette David and Anita McGaughey Sandy Pearlman Expressing Bill and Nellie Lechman Sharon McKnight Jennifer Peel Vic and Grayce Lechtenberg George and Louise McNelly Ray Peeters Our Bob and Connie Lee Mental Health America of Louis and Ann Pellegrino Legal Aid Corporation Tippecanoe County Judy Pellissier Gratitude Jim Leslie Robert F. Mertz Estate Marsha Penner Mark Levinthal and Donna Kim Meyer Mark and Angela Peterson Osborn Sara Miedema Melissa Peterson Gareth and Lynn Leviton Deb Mikels Gary and Marcia Pfleeger Larry Lewellyn Milestone Contractors, L.P. Carol Plomin Mia Lewis Bill Miller Deborah Plue Kimberly Lichtenberger Elizabeth Miller Natalie Powell Janet Lidle Michael and Jodi Miller Paul Preckel Lilly Endowment, Inc Dennis and Lindsey Minchella Sue Holder Price Orvin Lindell Linda Miner Joshua and Linda Prokopy John and Deborah Lindenlaub Stan and Kay Mithoefer Ed and Carol Purdy Marsha Link Mario Monzo Cary Pyke Juanita Linn Kimberley Morisette George and Nerlene Ramsey Barbara Liszeo Sammie Morris Rueben Rangel Tammy Loew Melissa Morrison Carol Rausch Stephanie Long Karen Mosson Dave Raymer Mary Losey Dave and Amy Moulton Barb Reed Marc and Judy Loudon Stacy Muinzer Eleanor Riggs Jeff and Kelly Love Jo Ann Mullen Right Steps Child Development Gregory Ludlow and Janet Michael Musillami Centers Priest Sara Mussmann Jim and Mary Jo Risk David and Carol Luhman Randall and Lorraine Myer Lori Robinson Howard and Darlene Lumley Jeffrey and Mary Nagy Elmo and Becky Robledo Mark and Mary Lundstrom Don Nead and Caryl Matthews Teresa Roche Jim and Mary MacDonald William and Judith Neilan Marilyn Rogers James and Inge Maresh Betty M. Nelson Linda Rohrman Dale and Sonya Margerum Jeff and Sharon Newell Ronald and Josette Rolley Jerry Marra and Barb Schuster Tom and Suzy Newett David Rollock and Alysa Gene and Linda Marshall James Newman Christmas Rollock Blake and Mary Marti and Denise Newton Larry and Marianne Rose Family Gregory Ney Jim Ross and Marilyn Howland Andrew Martin Mary Jane Nichols Betty Rowe James and Anne Martin Susan Niemczyk John Rowe John and Marjorie Martin Melody Noah Susan Rowe Melissa Martin Debbie Norfleet Jason Rubsam Maru Nuri, Inc. Amanda Nutty Joe and Gail Rudolph Katharine Mascarenhas Maureen O’Dowd Scott and Anna Rumble Mason Investment Advisory Old National Bank Susan Ruthroff Services, Inc Barb Olson Chip and Jane Rutledge William and Janet Mayor Rick Olson Thomas and Mary Ryan John and Prella McBride Karen Orr Mary Sadowski George McCabe William and Heather Owen Christine Sammons Ken McCammon Mark Pacchini Carl and Maria Sanchez James McCann Ann Pace John and Elizabeth Sanderson Jim and Barb McCaughey Rob and Kathy Pahl Susan Sansone Lora McClellan Timothy and Mary Jo Palmer Maryann Santos James and Maureen McClure Julie Paolillo Gilbert and Mary Satterly Tom and Susanne McConville Tom and Deb Parent Dennis and Sharon Schlott Thomas and Susan McCully Earl Park Andrea Schmidt Beth McCuskey Patricia Parker Stephanie Schmitz Bill and Mary Kay McDaniel Roy and Dorothy Patrick John and Elizabeth Schneider Molly McDaniel Steve Patterson Charles and Sue Scholer
14 Lisa Schrader Lee Sullivan Diane West Peggy Schreiber Surplus & Salvage, Inc. Shirley West George Schuller Arnold Sweet Todd Wetzel Schultz, Walgamuth Building Sandra Sydnor Carl Wheeler Leroy and Rona Schwarz Harry and Dena Targ Jake and Mary Ann Wiebers Sarah Schwarz Alison Taylor Larry and Jean Wiedeman Roger Scott TBird Design Services Corp. Edward and Susan Wilde Joe and Bernie Seaman Tempest Homes Marvin and Trudi Wildfeuer Terrence Sebby Jo Ann Thomas Carolyn Williams Allen Segrist Richard and Brenda Thomas David and Andrea Williams William and Laurie Selby Tipmont REMC Bob and Carol Williamson Greg and Corie Shaner Tippecanoe County Bar John Willis Crysta Sharp Association Willowstone Family Services, Bev Sharritt Tippecanoe Music Teachers Inc. Carol Shelby Association Michael Wilson Louis and Debby Sherman Patrick and Jody Tishmack Douglas Winslow Bruce and Carol Shertzer Janey Toleman Janet Winters Christina Shipano Mary Ellen Totten-Lovell Richard Wintrode, Jr. Charlie Shook Betty L. Traynor Jerry Withered Jim and Ruthie Shook Gary and Cindy Traynor WLFI-TV 18 Wes Shook Tree Lafayette Robert Woerner Mary Short Deb Trice Wolf Park, Inc. Brent Shreve John and Nancy Trott Joseph and Sheila Wolinsky John and Jennifer Shuler Kathy Trout Jackson and Olivia Wood The Siegel Family Joanne Troutner Richard and Carol Wood Jill Sielaff Bob and Patti Truitt Jennifer Young Meddie and Candy Silver Randy and Krista Truitt Karl and Dawn Zaininger Elliott Slamovich Truitt, Ray & Sharvelle, LLP Laura Zeman Christy Smith James and Mary Jo Turley Yan Zhang 2015 Dana and Maggie Smith Donald and Mary Twiddy Chip Zika ANNUAL REPORT Jane Smith Unitarian Universalist Church John and Karen Zika Judith Smith Jacques and Laura Vanier Stephen Zimmerman Rita Smith Betty VanMeter In Honor of The Smoot Family Emil Venere and Jennifer Sheila Smoot Streisand Sam Biederstedt Jim and Liz Solberg Sharon Versyp Linda Bowman Bob and Linda Sorensen Amy Vian Sally Byrn Mete and Joan Sozen Joyce Villwock Flo Caddell Tom and Mary Jo Sparrow Doris Voelker Jackson Sue Carr Ann Sputh Jim and JoAnn Vorst Jeanne Compton Janet Stapleton John and Jenni Vravick James R. Dammon Kristin Stapleton Nick Vukas Robert and Ellen Haan COMMUNITY Arlan and Sharon Stavnheim Wabash Center Kenneth J. Marrow Eileen H. Steele and Kathy Maas Stephen Wagner Peter C. Marrow Don Stein Philip Walden John and Marjorie Martin Kelly Stein Brian and Julie Walker Betty M. Nelson Debra Steinhauer Judith Walter Tarrus Richardson Phil Sterner Eleanor Walters James and Mary Jo Risk Angela Strader Charlotte Warner Josette Rolley Elizabeth Strickland Sally Watlington Betty Rowe Michael Stryker Connie Watson Charlie Shook Elizbeth Stull Edward and Beth Watson Linda Sorensen Subaru of Indiana Automotive, Raymond Weishaar Erika Steuterman Inc. Danny Weiss and Felicia Danny Weiss Oriana Suh Roberts Richard D. Wood The Sullivan Family Leo and Judy Weitzman Al and Gladys Wright Charlene Sullivan Laurel Weldon Daniel and Debbie Sullivan John and Marie Wellman
15 Expressing Our Gratitude
$ MILLION 1.4 Education is a key community effort supported by donors. IN NEW DONATIONS IN 2015 In Honor of Mental Health Barbara Davis Thomas M. Price America of Tippecanoe Maureen “Micky” Deets Stephen Ridgway County’s Strategic Douglas W. Eberle Juanita Robertson Development Planning John Fader Homer Rose Committee George Flora Dan Schultz Rick Crawley Mary Fuqua Mary Scott Doug Gutridge John and Mary Ruth Graham Donna Segrist Steve Horne Vincent Franklin Grogg Keith Shaw Stephanie Long Colleen Hennessy John Shen Rev. Jeff Martin Betty Henriott Lois Spradley Matthew Salsbury Hugh and Marge Henry Wilma Stover Joseph Seaman Grant R. House Curtis Swan Travis Stoutenborough Ollia Hunnicutt Bill and Marge Taber James Taylor Matt Hunter Rick Thompson Henry W. Jacobsen, Sr. Margaret Torering In Memory of Beulah Jaeger Katie Traynor RN Mary J. Anderson Ward H. Jamesen Robert Traynor Edith Babcock Hobart Jones Tony Turek Thomas T. Bauman, M.D. Melda Lee Genny Weis Reason Biddle Mardelle Lehe Dorothy Wilcox Roger Blalock Martha Lehman Phyllis Windle Phyllis Boehning Carolyn Lesley Mary Witzig Judy Bougher Diana Sue Leslie William Yoder Dan Bowman Dorothy McCaw Matt Zika Nancy Breitwieser Jerome and Shirley McTague Barbara Brutus Bruce Meyer, DDS Acknowledgements Mary Beth Buescher Herbert Miller Coldwell Banker Commercial Debbie (Lucille) M. Burke JoAnn Miller Shook Mike Canine Tom Moran Kettelhut Construction, Inc. Georgianna Cherry Donald Morehouse Lafayette Printing Co. John E. Christian Ruth Morris Lausch Photography Zelma H. Christmas Florence Mucker Mason Investment Advisory Sharon Sue Flick Clapper Dick Nagel Services, Inc. Barbara Clymer Edward Nemeth Kathy Mayer Writing Floyd K. Clymer Richard Oliver Morgan Stanley Lou Cote Mary Perigo Natalie Powell, Just Natalie Samuel C. Curtis Berta Pickard Stuart & Branigin LLC Shirley B. Curtis Robert N. Post Thompson Electric, LLC Amy Dale 16 Honoring Our Gold Key Society The Gold Key Society is a group of professional advisors that have shared information about The Community Foundation of Greater Lafayette with their clients, to help them achieve their charitable goals.
These advisors play an important role in Mark Lillianfeld helping people make Greater Lafayette a David W. Luhman better place to live now and forever, while fulfilling their clients’ philanthropic goals James T. MacDonald and wishes. John K. McBride The Foundation appreciates these advisors David McGaughey and their professional assistance. Debra Mikels Alberta M. Barker Jeffery A. Milligan Richard L. Bartholomew James F. Olds Stuart Boehning Thomas B. Parent Thomas L. Brooks Sue Holder Price Thomas L. Brooks, Jr. Sarah Schwarz John R. Gambs Patti Truitt William P. Gettings Dave C. Vorbeck 2015 Robert L. Griffiths ANNUAL REPORT Andy Gutwein
Members of the Gold Key Society include (from left) David W. Luhman, Stuart Boehning, Andy Gutwein, and David McGaughey.
COMMUNITY
17 Enriching Lives
Helping Almost Home Humane Society New cage doors and portals are enhancing living accommodations for cats at the Almost Home Humane Society, purchased with a $10,401 Community Foundation grant. Founded in 1939, the organization provides animal sanctuary, education programs, and adoption services.
Community support is vital to its operations. Volunteers are needed for foster and onsite care at 1705 S. Second St. Youth aged 8 to 15, accompanied by an adult, are invited to help care for furry felines, one of man’s best friends, or other domestic critters.
Almost Home Humane Society received a Community Foundation grant. COMMUNITY
Preparing New Child Care Site When Right Steps Child Development Centers needed to move one of its sites to a new location, extensive remodeling and safety enhancements were needed. A $37,616 capital equipment grant from The Community Foundation helped prepare the facility at 18th Street and Creasy Lane, where youngsters are now learning and growing.
Right Steps Child Development Centers received funding from The Community Foundation.
18 Providing New Computer for YMCA Coordinating membership and programs that attract some 11,000 participants annually to the Lafayette YMCA takes organization. To help with that, The Community Foundation awarded a $2,950 grant for the YMCA to purchase a new computer server. Since 1889, the local YMCA has been a vital community player. Its programs for all ages Lafayette Family YMCA received a Community focus on youth development, healthy living, Foundation grant. and social responsibility.
Donors give, nonprofits receive, and our community benefits.DAVE LUHMAN | COMMUNITY FOUNDATION BOARD PRESIDENT
Launching radKIDS “radKIDS provides lessons in empowerment Safety Program and a toolbox for responding when kids feel A $15,000 Community Foundation grant unsafe,” says Aaron Gilman, a deputy in the funded purchase of helmets, pads, family Tippecanoe County Sheriff’s Department, 2015 manuals, and fall training for 20 adults which is teaming with TSC to provide the ANNUAL REPORT to teach the national radKIDS personal program. “That is what is key for me—the empowerment and safety education program ability for kids to have confidence, to get to Tippecanoe School Corporation students. away when they are not safe and get to a trusted source.” Offered to girls and boys, the radKIDS program is a modification of the women’s “Through this program, children will learn Rape Aggression Defense Systems Training to think through situations that may be known as R.A.D. unsafe,” says Michelle Lehman, student services coordinator at Hershey. “I believe Those trained locally are providing 10 hours it will change the way children respond, of classroom and recess sessions at Hershey as well as help how parents talk to their Elementary, with initial classes for 2nd and children about these situations.” 4th graders. Plans are to expand the program to other schools.
The Community Foundation provided funds to pilot the radKIDS program at Hershey Elementary School.
19 Groups Receive Nearly $1.1 Million Awarding In all, 72 nonprofit organizations received grants, and 33 individuals received scholarships totaling $1,066,812 in 2015. Many grants were for those one-time capital expenses that Grants nonprofits struggle to fund and desperately need. Soliciting and screening applications, verifying eligibility of recipients, and awarding funds are vital ways The Foundation is leading philanthropy and enriching lives.
Advised $ 2,500 Betty Rowe Endowment $269,303 GRANTED $ 750 David Smyser Scholarship Fund $ 7,000 AlphaFund $ 700 Betty M. Suddarth Scholarship $ 4,500 George Balfe Scholarship Fund Endowment $ 2,000 Roger Blalock Scholarship Fund $ 20,701 Taylor Family Endowment Fund COMMUNITY $ 3,000 Samuel and Pearl Mae Fritts Cole $ 5,000 Katie Traynor RN Scholarship Scholarship Fund Fund $ 6,000 Samuel C. Curtis $ 1,800 West Lafayette High School Scholarship Fund Golden Scholarship Fund $ 56,777 Bill and Donna DeFouw Fund Field-of-Interest $ 11,744 Charles B. Dieterle Randolph $41,845 GRANTED Township Fund $ 400 Linda Bowman and Glenn $ 3,050 John and Kathy Gambs Tompkins Children’s Endowment Endowment $ 9,579 Hearing Loops and Assistive $ 18,000 Education Fund for Tippecanoe Technology Endowment Fund County $ 9,500 Kronos Family Endowment Fund $ 2,500 Louisa Lee France Endowment MILLION Fund $1.1 $ 918 Lafayette-West Lafayette Urban AWARDED IN Forestry Fund $ 1,850 Fund for Children’s Needs GRANTS IN 2015 $ 5,000 Diana Sue Leslie Endowment $ 18,295 Esther L. McConnaughay Endowment Fund $ 18,000 William H. and Susan C. Long Community Fund $ 800 John and Marjorie Martin Endowment for Health and $ 12,000 The Matthew 25 Endowment Human Services Fund Designated $ 81,044 Olson Community Endowment Fund $413,150 GRANTED $ 1,500 AgrIInstitute $ 2,000 Harlan W. & Dorothy W. Parr Scholarship Fund $ 1,785 Janet St. John Amy Fund for Lafayette Symphony Orchestra $ 2,500 Roland G. Parrish Black Cultural Foundation Center Scholarship Fund $ 10,215 Art Museum of Greater Lafayette $ 240 Pookie and Gracie Dog Rescue Endowment Fund Fund $ 1,151 Art Museum of Greater Lafayette $ 2,000 Presidential Leadership Education Fund Endowment $ 1,080 Art Museum of Greater Lafayette $ 1,000 Price Family Scholarship Foundation Endowment Fund
20 2015 ANNUAL REPORT $ 1,745 Bach Chorale Operating Fund $ 3,791 Bach Chorale Podium Fund $ 7,954 Boardman Family Fund for Wabash Center, Inc. $ 2,500 Burnett Creek Elementary School Endowment Fund $ 700 Children’s Music Foundation Endowment $ 1,369 Civic Theatre Endowment Fund $ 696 Barbara I. Cook Endowment for Food Finders Food Bank $ 1,896 Shirley B. Curtis Fund for YWCA $ 10,786 Warren N. Eggleston Legal Aid Endowment Fund $ 677 Miriam K. Epple-Heath Endowment A Community Foundation grant to the West Lafayette Parks Foundation funded tree planting. Students from Burgett’s Learning Center helped plant. $ 796 Food Finders Food Bank Endowment $ 1,123 John and Mary Ruth Graham $ 1,079 John K. and Prella P. McBride $ 2,785 Richard C. and Helen M. Endowment for Riggs Endowment for the Art Museum Overmyer Endowment Fund Community Health Center of Greater Lafayette for First Christian Church in Francesville, Ind. $ 2,449 Thomas Griffin Endowment for $ 1,079 John K. and Prella P. McBride the 42nd Royal Highlanders Endowment for Lafayette $ 3,125 Louis Pearlman, Jr., Fund Symphony Orchestra, Inc. $ 231 Haan Family Fund $ 2,144 Dr. Wendell A. and Eleanor C. $ 3,700 Dr. & Mrs. Richard C. Riggs Endowment for Riggs $ 2,108 Robert and Ellen Haan Museum McPherson String Instrument Community Health Center of Indiana Art Endowment Scholarship Fund $ 12,527 Kirby and Carolyn Risk $ 2,386 Winfield F. Hentschel Fund $ 3,872 Mental Health America of Endowment Fund for Leadership Tippecanoe County Endowment Lafayette, Tippecanoe County $ 4,698 Historic Prophetstown Fund Historical Association, and Art $ 1,404 Mental Health America of $ 37,805 J. Frederick Hoffman Fund for Museum of Greater Lafayette Tippecanoe County for Crisis Tippecanoe County Parks & Intervention Endowment $ 3,463 Risk Family Endowment for Recreation Foundation Junior Achievement $ 635 Robert F. Mertz Endowment $ 840 Erich Klinghammer Wolf Park for Tippecanoe Co. Historical $ 9,830 Sidney “Sarge” and Jo Endowment Association Foundation Sargent Endowment Fund for $ 3,086 Charles and Nelda Kramer Tippecanoe Arts Federation $ 1,742 Debra St. John Mishler Fund for Endowment for Lafayette Family Lafayette Symphony Orchestra $ 5,692 Mickey Shook Memorial Fund YMCA Foundation $ 27,327 Christy Smith Leadership $ 570 Lafayette Chamber Singers, Inc. $ 2,966 Mr. and Mrs. William F. Moeller Lafayette, Inc. Endowment Fund Fund for St. James Lutheran $ 686 Spring Vale Cemetery $ 655 Joseph and Anne Lift Foundation Endowment Endowment $ 1,136 New Community School Fund $ 1,564 Stefaniak Family Clarinet $ 13,159 Long Center Fund $ 1,478 NICHES Endowment Endowment Fund for Lafayette Symphony Orchestra $ 1,667 Edgar B. Olson Endowment
21 $ 1,533 Stefaniak Family Flute Discretionary Organizations Receiving Endowment Fund for Lafayette $342,512 GRANTED Discretionary Grants Symphony Orchestra $ 11,447 Community Fund In 2015, discretionary grants totaling $342,512 were awarded to these organizations: $ 1,403 Tippecanoe County Historical $ 1,697 Barbara I. Cook Endowment Association Endowment Fund Almost Home Humane Society $ 58,453 Duncan Fund $ 94,536 Tippecanoe County Parks Art Museum of Greater Lafayette and Recreation Foundation $ 3,336 Douglas W. Eberle Endowment Bauer Family Resources Endowment Fund $ 2,244 Warren N. Eggleston Fund Boy Scouts of America, Sagamore Council The Community Cancer Network, Inc. $ 1,866 Tippecanoe County Public $ 1,000 Eugene and Marilyn Glick Blue Library Endowment Fund Ribbon Fund Food Finders Food Bank $ 1,549 Tree Lafayette Endowment Franciscan Alliance Foundation, Inc. $ 55,748 Max and Elsie Goken Home with Hope, Inc. Endowment Fund $ 5,500 Lyn Treece Boys and Girls Club Homestead Consulting Fund $ 1,000 Robert and Dorothy Hughes Hoosier Burn Camp, Inc. Unitarian Universalist Church: Community Fund Indiana Women in Need Foundation $ 842 Kay Asher Religious Education $ 1,000 Jim and Nancy Klusman Jessie’s Kids Foundation Endowment Fund Community Endowment Lafayette Family YMCA $ 1,293 Building Fund $ 1,262 Jean B. Carlson General $ 102,418 Lilly Endowment Fund Lafayette School Corporation Endowment Lafayette Symphony, Inc. $ 36,407 Elizabeth Mackay Fund $ 1,124 Ferris-Harvey Social Justice Fund Lafayette Transitional Housing Center $ 821 Sonya L. and Dale W. Margerum $ 75,072 United Way Endowment Fund Lafayette Tree Fund, Inc. Fund Lafayette Urban Enterprise Association, Inc. $ 3,306 Dr. Harry M. Von Tobel $ 4,000 Shirley and Mick McTague Lafayette Urban Ministry Endowment Fund Scholarship Fund Matrix Lifeline of Greater Lafayette, Inc. $ 253 Wallace Triangle Island $ 2,525 Betty M. Nelson Community McCutcheon High School Robotics Endowment Endowment Mental Health America of Tippecanoe $ 654 West Lafayette Public Library County $ 8,253 Richard and Violet Road Endowment PRIDE Lafayette Endowment Fund Public Schools Foundation of Tippecanoe $ 13,737 Susan and Kingsley Wu $ 8,750 Kendall S. and Mary Carson County Charitable Endowment Fund for Smith Fund Civic Theatre of Greater Right Steps Child Development Centers Lafayette, Lafayette Symphony $ 1,000 Tom and Mary Jo Sparrow Tippecanoe Arts Federation Orchestra, and Art Museum of Endowment Tippecanoe County Public Library Greater Lafayette Tippecanoe School Corporation $ 13,000 Burr and Anne Louise Swezey $ 1,568 YMCA Camp Tecumseh Fund Fund Wabash Center, Inc. West Lafayette Parks and Recreation $ 17,913 Unrestricted Fund Foundation $ 1,000 Sally Watlington Community YWCA of Greater Lafayette Endowment $ 6,000 Bob and Marilyn Whitsel Fund $ 2,500 Robert and Marilyn Whitsel Scholarship Fund $ 2,000 Jacob E. and Mary Ann Wiebers Scholarship Fund COMMUNITY
22 Accepting Grant Requests
Because of the generosity of many donors, The Community Foundation of Greater Lafayette invests in Tippecanoe County nonprofit organizations that are tax-exempt under section 501 (c) 3 of the Internal Revenue Service Code and who have a clear mission, effective operations, proven success, strong staff and board leadership, responsible accounting and fiscal management, and sustainability.
The Foundation likes to help organizations Grant Types, Deadlines that collaborate with others, promote a Deadlines for 2016 grants and their dollar limits: thriving community, and respond to the needs of people in the neighborhoods and THROUGHOUT THE YEAR UNTIL NOON, areas served. DECEMBER 1, 2016: Tier 3: Up to $7,500 Grant Guidelines Grants typically fund capital needs. The DUE BY NOON, APRIL 1, 2016: Foundation is especially interested in Tier 1: $15,000 and higher providing grants that further these priority areas: education, children/youth, health, DUE BY JUNE 1, 2016: diversity, physical environment, and arts Field-of-interest Grants and culture. • Cancer research and care • Childhood literacy Depending on the circumstances, The Foundation considers funding startup • Children’s needs interim emergency operating expenses and • Community beautification 2015 programs. Requests from tax-supported • Education Fund for Tippecanoe County ANNUAL REPORT organizations, such as schools, are also • Elder care considered when tax money cannot be used • Health and human services for the purchase. • Literacy Review includes evaluating want versus • Music education for disadvantaged youth need, potential impact, other funding • Suicide prevention sources, and the number of people who will • Wabash River Enhancement Corporation benefit. The Foundation does not fund endowments, DUE BY NOON SEPTEMBER 1, 2016: program or capital acquisitions Tier 2: $7,500 to $15,000 already completed, ongoing operating Applications and guidelines are available at expenses, religious institutions, political www.cfglaf.org. Those with questions after organizations, or candidates. reading the guidelines should contact Leslie Fernung, grants and scholarship coordinator, [email protected].
We chose The Community Foundation because it is run by an independent group. We felt it was a safe choice. BOB HAAN | THE ROBERT AND ELLEN HAAN MUSEUM OF INDIANA ART ENDOWMENT AND HAAN FAMILY ENDOWMENT
23 Scholarship Funds Coordinating Scholarship George Balfe Scholarship Fund, in Honor of George Hamilton Balfe, George Louis Funds, Recipients Balfe, and George Dan Balfe Roger Blalock Scholarship Fund Samuel J. Cole and Pearl Mae Fritts Cole Scholarship Fund Samuel C. Curtis Scholarship Fund Shirley and Mick McTague Scholarship Fund Harlan W. and Dorothy W. Parr Scholarship Fund Roland G. Parrish/Black Cultural Center Scholarship Fund Presidential Leadership Endowment Fund in Honor of Tarrus Richardson Price Family Scholarship in Memory of Thomas M. Price David Smyser Scholarship Fund Betty M. Suddarth Scholarship Endowment Fund Katie Traynor RN Scholarship Fund Truitt Family West Lafayette High School Athletic Leadership Scholarship West Lafayette High School Golden Scholarship Fund Robert and Marilyn Whitsel Scholarship Fund Jacob E. and Mary Ann Wiebers Scholarship Fund Scholarship-specific funds and other endowments with The Community Foundation regularly award scholarships to Scholar Kelly Foley, left, is pictured with donor Cindy Traynor. area students. For a full list and scholarship criteria, visit www.cfglaf.org.
It was always Katie’s dream to be a nurse. The Foundation allows us to help someone else pursue their dream as Katie did. CINDY TRAYNOR | KATIE TRAYNOR RN SCHOLARSHIP FUND
24 2015 ANNUAL REPORT
The 2015 scholarship recipients were honored at a reception.
2015 Recipients SHIRLEY AND MICK MCTAGUE SCHOLARSHIPS Educationally and civically prepared, 33 COMMUNITY Caroline Sherlow | Purdue University scholars in Tippecanoe and surrounding Keith White | Purdue University counties received scholarships in 2015: HARLAN W. AND DOROTHY W. PARR GEORGE BALFE SCHOLARSHIP SCHOLARSHIPS Andrew Walter | Jefferson High School Elise Lofgren | Purdue University Jessica Mills | Purdue University ROGER BLALOCK SCHOLARSHIP Loretta Davidson | Purdue University ROLAND G. PARRISH – BLACK CULTURAL CENTER SCHOLARSHIP FUND SAMUEL J. COLE AND PEARL MAE FRITTS Jasmine Hawthorne | Purdue University COLE SCHOLARSHIPS Teneia Martin | Purdue University Dempsey Hankins | Eldorado High School, Ill. Rebecca Stricklin | Harrisburg High School, Ill. PRESIDENTIAL LEADERSHIP SCHOLARSHIP IN HONOR OF TARRUS RICHARDSON SAMUEL C. CURTIS SCHOLARSHIP Jordan Williams | Purdue University Ashleigh Martin | Jefferson High School PRICE FAMILY SCHOLARSHIP IN MEMORY MAX AND ELSIE GOKEN ENDOWMENT FUND OF THOMAS M. PRICE SCHOLARSHIPS Sylvia McFadden | Harrison High School Lydia Haurez | Anderson College SCHOLARS DAVID SMYSER SCHOLARSHIP 33 Yi Yan Heng | West Lafayette High School Joe Brisco | Jefferson High School RECOGNIZED IN 2015 Andrea Howell | Faith Christian School Savannah Putman | Tri-State Baptist College BETTY M. SUDDARTH SCHOLARSHIP Anita Schafer | Purdue University Kristen Walker | Harrison High School Kassandra Williams | Harrison High School KATIE TRAYNOR RN SCHOLARSHIP ROBERT AND DOROTHY HUGHES Kelly Foley | Purdue University ENDOWMENT SCHOLARSHIP WEST LAFAYETTE HIGH SCHOOL GOLDEN Micayla Zeger | Faith Christian School SCHOLARSHIP FUND LILLY ENDOWMENT COMMUNITY Megan Connell | West Lafayette High School SCHOLARSHIPS Sara Suisman | West Lafayette High School Spencer Davidson | Harrison High School ROBERT AND MARILYN WHITSEL Emily Nettesheim | McCutcheon High School SCHOLARSHIPS Peter Vasili | West Lafayette High School Mahera Husain | West Lafayette High School ELIZABETH MACKAY SCHOLARSHIPS Laan Yeung | West Lafayette High School Alexxis Spillers | Spillers Academy JACOB E. AND MARY ANN WIEBERS Laan Yeung | West Lafayette High School SCHOLARSHIP Andrea Howell | Faith Christian School 25 At yearend 2015, The Community Foundation’s net assets totaled $40,863,855. These Taking Fiscal charts highlight financial activities for 2015 and previous years. Copies of the latest Responsibility audited financial statements are available at The Community Foundation office. The following financial reports include The Community Foundation of White County, an affiliate of The Community Foundation of Greater Lafayette.
Foundation Net Assets $45,000,000 $40,000,000 $35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $ 2011 2012 2013 2014 2015
The Foundation’s net assets totaled $40.9 million in 2015.
Assets Managed by Foundation
Charitable Other Assets Remainder Trusts 0.4% Charitable Gift 5.6% Annuities 0.7% Pass-through Funds 0.9% More than 90 percent of The Foundation's assets are endowments.
Endowments 92.5%
26 2015 ANNUAL REPORT
Grants by Category Grants Approved
$1,400,000 Arts & Humanities Public/Society $1,200,000 12% The Community Foundation Benefit $1,000,000 19% encourages philanthropy to further education, children/ $800,000 youth, health, diversity, $600,000 Human Services Education physical environment, and 18% 28% arts and culture. $400,000 $200,000 $ Health Environment 2011 2012 2013 2014 2015 9% & Animals 14%
Gifts Received Investment Performance
$3,500,000 $3,000,000 10% $2,500,000 8% $2,000,000 6% $1,500,000 4% $1,000,000 $500,000 2% $ 0% 2011 2012 2013 2014 2015 3-Year 5-Year 10-Year 20-Year
CFGL CFWC
27 Jim Bodenmiller Carolyn Gery Scott Hanback Steve Horne Leta Kelley Jeff Love Dave Luhman Sonya Margerum Director Vice Chair Director Director Director Director Chair Director
John Martin Deb Mikels Sue Holder Price George Ramsey Marianne C. Rose Maryann Santos Charlie Shook Director Director Director Secretary President and CEO Director Treasurer
Governing, Serving Our Foundation
Board of Directors Our Valued GOVERNANCE LILLY ENDOWMENT Volunteers COMMITTEE COMMUNITY OFFICERS Carolyn Gery SCHOLARSHIP Dave Luhman | Chair 2015 Committee Members COMMITTEE Steve Horne | Chair Pat Garrott Carolyn Gery | Vice Chair AUDIT COMMITTEE David McGaughey Leta Kelley Charlie Shook | Treasurer Dave Luhman Sue Holder Price Betty M. Nelson | Chair George Ramsey | Secretary John Martin | Chair Sally Watlington Linda Sorensen Marianne C. Rose | Mariellen Neudeck President and CEO George Ramsey GRANTS COMMITTEE Scott Hanback DIRECTORS Charlie Shook Jim Bodenmiller Ted Harris Scott Hanback DEVELOPMENT Carrie Risk Hart COMMITTEE Steve Horne Dave Luhman Jim Bodenmiller Leta Kelley John Martin Kyle Bymaster Jeff Love Rick Olson | Co-Chair Andy Gutwein Sonya Margerum Maryann Santos Jeff Love | Chair John Martin Charlie Shook Sonya Margerum Deb Mikels Sue Holder Price | Co-Chair David McGaughey Sue Holder Price Betty M. Nelson SCHOLARSHIP Maryann Santos COMMITTEE FINANCE COMMITTEE Hallie Gorup Gerald Gentry Steve Horne | Chair Bill Lapcheska Amy Moulton Dave Luhman Rachel Shook John Martin | Chair Skip Sturgeon Deb Mikels Rick Olson A. Charlene Sullivan 28 2015 ANNUAL REPORT
Marianne C. Rose Leslie Fernung Melissa Peterson Candy Silver Angela Strader
Providing Staff Support Learn More: Staff Affiliate Marianne C. Rose www.cfglaf.org | Facebook | Twitter President and CEO Leslie Fernung The Community Foundation’s website, Grants and Scholarship Coordinator www.cfglaf.org, Facebook page, and Melissa Peterson Twitter account are regularly updated Administrative Assistant with new information. Candy Silver Director of Philanthropy Website Highlights Leslie Goss Angela Strader Executive Director FOR DONORS Operations Coordinator Ways to give Interns - Lilly Endowment, Inc. WHITE COUNTY How to establish a fund Sarah Brenner COMMUNITY FOUNDATION Ben Carson P.O. Box 1154 Types of funds Liz Frazee Monticello, IN 47960-1154 Online giving (574) 583-6911 | www.whitecf.org Feature stories of local donors
FOR GRANT APPLICANTS Guidelines Deadlines Application form The Life Building | Downtown Lafayette 300 Main Street, Suite 100 Recent grants Lafayette, IN 47901 (765) 742-9078 | www.cfglaf.org FOR PROFESSIONAL ADVISORS Information on gifts and funds Resources on planned giving 2015 ANNUAL REPORT
(765) 742-9078 www.cfglaf.org The Life Building Downtown Lafayette 300 Main St., Suite 100 Lafayette, Indiana 47901