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The Portland Foundation 2019 Annual Report

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The Portland Foundation 2019 Annual Report The Portland Foundation Celebrating 69 Years 2019 Annual Report Table of Conte nts 1 Message from The Portland Foundation 2 Donations, Memorials and Celebrations 4 New Endowments 5 Funds of The Portland Foundation 27 Scholarships 27 2019 Lilly Scholarship Recipient 32 Grants from Unrestricted & Field of Interest Funds 32 Teacher Creativity Mini Grants 33 Friends of Jay County Agriculture 33 Women’s Giving Circle 34 Financials 36 Dashboard The Portland Foundation Back Cover Board of Trustees & Staff 2019 Annual Report Message from The Portland Foundation Dear Friends, Last year we shared that The Portland Foundation’s Board of Trustees adopted a five-year strategic plan for 2019-2023, which includes the following goals: • Enhance our Community Leadership Role • Increase our Visibility as a Trusted Community Leader • Continue our Fund Development Success and Grow our Assets We also shared that Lilly Endowment Inc. announced the seventh phase of the Giving Indiana Funds for Tomorrow (GIFT) Initiative. Lilly Endowment Inc. gave the Foundation the opportunity to grow its unrestricted endowment by offering a $500,000 match on $250,000 in gifts received for new and existing unrestricted endowment funds. We are pleased to say that we successfully completed the challenge match and have received the matching funds from the Endowment. In the second part of GIFT VII, Lilly Endowment Inc. gave the Foundation the opportunity to enhance its community leadership skills through planning and implementation grants. Using $50,000 in planning grant funds, the Foundation worked throughout the year to determine the greatest needs in the community, and crafted a grant proposal to implement a plan to address those needs. The Foundation hopes to carry out that plan in 2020 and 2021. The strategic plan and GIFT VII Initiative are so closely related that we are operating them in conjunction with one another. We will measure success for both as a more prosperous Jay County. As The Portland Foundation continues to carry out its mission to enhance the quality of life in Jay County by building community endowment, awarding grants, and providing leadership on key community issues, we do so with the utmost integrity. We strive to serve donors and grant and scholarship recipients as we would wish to be served ourselves. Trust is earned, and each day we desire to continue to earn the community’s trust. The board and staff are blessed to be able to serve the community. Each of us thanks you for trusting us with carrying out your philanthropic legacy for Jay County. With gratitude, Rex Journay Douglas L. Inman President, Board of Trustees Executive Director 1 2019 DONATIONS, MEMORIALS AND CELEBRATIONS Anonymous Jay #87 Craft Club Sue Sudhoff Cindy Denney Dian Smith Jeff & Robin Alberson Jay County Boys Club, Inc. Mark & Lois Tatman Shirley DeWitt Jennifer Smith Derek & Mandy Arnold Jay County Cancer Society, Inc. Maude Walker June Domingo Rose Snow Pat & Pam Bennett Walk Against Cancer Rob & Mindy Weaver Barbara Downing Carol Stephens Berne Ready Mix Jay County FFA Betty Wellman Janice Durham Betty Stone Gary & Heather Binegar Jay County Historical Society Elizabeth Wellman Joy Fenters Merylin Strohl Ron & Joyce Brandon Jay County Student Council Yvonne Wells Janice Fisher Janice Stucky Bryant High School Alumni Edward Jones LCPL Andrew F. Whitacre Memorial Robbin Fullenkamp Jean Stucky Association Journay Farms, Inc. Fund Teresa Fulton Sue Szymczak Col D.J. & Joan McMahon Marinus Keller Ruth Ann Widman Louise Gelzleichter Lois Tatman John & Helen Castonguay Tom & Linda Kennedy Mark & Joyce Wilson Judy Guntle Church of the Nazarene Foundation Kidsignments LLC Tom & Joyce Young Cathy Habegger FREEDOM PARK Bob & Rosie Clamme Joanna Lehner Richard Zeigler Estate Sharon Hammers Clyde Bray Robert Cooper Limberlost Coonhunters Club Diane Hanlin Charlie Freel Jim & Claudia Cull Davis A. Lingo & Patty S. Rooney PORTLAND MURAL Carol Hedges Pat Gibson Coffee Bean Galore/Steve Zielinski Donor Advised Fund PROJECT Vecil Heniser Dru & Selena Hall David Daniels Madison Alumni Bollenbacher & Associates, LLC Amanda Hirschy John & Pam Hart Andy & Jill DeHoff Kim McAbee City of Portland Marianne Horn Roger Inman Phillip Eley Sarah McCreery Barry & Elizabeth Hudson Elizabeth Hudson Phil & Rose Iliff Manon & Carol Felts Charitable McKinley Educational Foundation Chuck & Susan Huffman Phyllis Johnson Paul Minnich Remainder Unitrust Ray C. McKinley Family Foundation Dru Hall’s Properties Lola Joy Terry Robbins First Bank of Berne Linus Mescher Estate Jay County Commissioners Carol Kennedy Gene Stigleman Thomas Fleming Doug & Judy Milligan Williams Auto Parts Inc. Linda Kennedy Mark Stigleman Andy & Dayna Frantz Myron Enterprises Theresa Linn Mike & Debra Garling Barbara Oakley DUNKIRK MURAL PROJECT Kay Louth Goodrich Family Foundation Nancy Pearson Dunkirk Industrial Development Bonnie Maitlen Gov. I.P. Gray Alumni Rob & Lexie Penrod Corp. Meg Mauger Hanlin Real Estate, LLC Portland Breakfast Optimist Club Randy & Ramonda Fisher Margaret McBride Donald Hanlin Raymond James Jay County Visitor & Tourism Anni McClung Gary & Shirley Heitkamp Ned & Linda Rees Bureau, Inc. Jackie McCollum Stephanie Hicks Nancy Rivera Mary Miller Bill & Becky Hinkle Jack & Connie Ronald WOMEN’S GIVING CIRCLE Vivian Morehous Dennis & Marianne Horn Family Richard Schilling Cassi Alberson Katherine Nelson Endowment Schwab Charitable Robin Alberson Chris Nixon Horn Family Farms, LLC Jim & Jane Schwartz Suzi Arnold Joni Penrod Dennis & Marianne Horn SDP Manufacturing, Inc. Janet Barrett Mary Helen Rigby Raymond & Joyce Horn Ronald Shoemaker Estate Katie Brenneke Mary Rinker Tammy Horn Steve, Betty, Matt, Catherine, Jane Carlin Jane Ann Runyon Angela Howard Colton & Ceirra Smith Rosie Clamme Cindy Schmiesing Raymond James Dean & Sharon Stout Diane Coldren Julia Schwomeyer 2 Sharon Davis Amber Simos DONATIONS, MEMORIALS AND CELEBRATIONS FRIENDS OF JAY COUNTY IN MEMORY OF DORIS COOK IN MEMORY OF FLORENCE IN MEMORY OF DICK ZEIGLER IN HONOR OF BOB SCHMIT’S AGRICULTURE Tom & Linda Kennedy (LIMBERT) STUDY Ralph Blackford 80TH BIRTHDAY James & April Heers Robert Study Timothy & Kathleen Blomeke Matt & Jennifer Johnson Dennis & Marianne Horn IN MEMORY OF RON ENOCHS Everett Campbell Matt & Jennifer Johnson Dennis & Marianne Horn IN MEMORY OF VICKI TAGUE Bob & Rosie Clamme IN HONOR OF DOUG & DEE Rob & Mindy Weaver Bill & Mary Davis Crop Insurance Processing Inc. SHIDLER IN MEMORY OF ZACH HUMMER Charlie & Barbara Freel Bill & Mary Davis Bob & Rosie Clamme JAY COUNTY PROMISE Marc & Tammy Bogenschutz Jim & Julie Forcum Dr. Mark & Donna Haggenjos Mark & Susan Bloom IN MEMORY OF JUSTIN Anita Hall IN HONOR OF JEFF & DEB Derek Rodgers Audrey Comstock VALENTINE Tammy Hanlin & David Ashley ARNOLD Ashley Conatser Anonymous Kit & Anita Harrell Steve & Bev Arnold Jessica Cook IN MEMORY OF MARY KEEN Bryant Combine Parts LLC Bill & Becky Hinkle Tom & Linda Kennedy Lisa Curtis Dynamic Business Solutions Inc. George & Pat Homan Garry & Debra Enyart Hanlin Real Estate Service Roger & Deborah Homan Stephanie & Justin Fennig IN MEMORY OF LARRY MANN The Kelly Kern Group LLC Gary & Colleen Hueber Bill & Kim McAbee Charles & Sherry Hambrock Mid-States Concrete & General Tom & Linda Kennedy Erin Hamilton Construction Co., Inc. Thomas Mendenhall IN MEMORY OF HERBERT MAY Greg & Kelly Hemmelgarn Craig & Vicki Miller Stephen Myron Margie May Amanda James Millvines Inc. John & Norma Peterson Beth Ann Linn Muhlenkamp Building Corporation James & Jean Prough IN MEMORY OF HENDRICK, Patrick Long Andrew & Joanne Vozoff Quality Hair Care HARRISON, AND HADLEE Curtis & Joni Lyons Ron & Brenda Wellman Dennis & Christine Rodgers NEARGARDER Royce & Janice Ruckman Traci Mahon Jerry & Annette Alexander Phil & Ruth Zicht Joe & Susan Sommers Janet Miller Don & Cindy Denney Stewart Heritage Farms LLC Tara Nichols Millie Ellis IN MEMORY OF DOYLE WILLIAMS Angelica Ruiz Brett Emerick Anonymous Ann Marie Thomas Alyssa Shrack Conner & Shelby Hoyt Gloria Green Robert & Linda Thomas Lynette Sisco Gary & Susan Jones Linda Hall Paul & Nancy Threewits Brittany Smitley Mike & Kathy Kunkle Tammy Hanlin & David Ashley Todd Realty Steve & Laura Laux Michael Landers James Walchli 2019 MEMORIALS Carter & Vicki Leonard Vernon & Tammy Piercy Fred & Linda Walker Rick & Kathy Neargarder Rathburn Tooling & Manufacturing IN MEMORY OF BEA ADAMS Janet Privitt Rocky & Lisa Williams IN HONOR OF BOB & ROSIE Kim McAbee Roger & Charlene Theurer CLAMME’S 50TH WEDDING IN MEMORY OF JERRY WISHON ANNIVERSARY IN MEMORY OF ANN CHAPPUIS IN MEMORY OF JEAN RICKNER Mark & Joyce Wilson Dennis & Marianne Horn Bill & Becky Hinkle Mark & Joyce Wilson John & Martha Nill IN MEMORY OF NILAH WOLFORD IN HONOR OF ROBERT IN MEMORY OF HAROLD A.J. & Linda Bryan GARLINGER STEIGERWALT John & Dr. Mary Armantrout Mark & Joyce Wilson 3 New Endowments James and Imogene Cowan Memorial Rex and Carolyn Journay Family Ronald L. Shoemaker Fund Scholarship Fund Endowment Fund Established in 2019 by the will of Ronald L. Established in 2019 by the family of James and Established in 2019 by Rex and Carolyn Journay. Shoemaker. The fund will provide funding for the Imogene Cowan. The fund will provide This unrestricted endowment will provide support construction and maintenance of a Greenway Trail scholarships to students who are residents of Jay to Jay County organizations under the direction of in Jay County or a similar program for outdoor County, Indiana who are pursuing education the Foundation’s Board of Trustees. The Journays
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