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2005 – 2006 Annual Report

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2005 – 2006 Annual Report The Foundation for Appalachian Ohio offers a way for donors and community partners to collaborate on causes they care about. The Foundation is weaving stories of hope and promise for the region’s future. Herein you’ll find some of those stories, charitable causes and dreams. Please regard this report as our personal invitation to join the Foundation to help tell the stories of our region’s success. Stories of Hope &Table of Contents 3 Dedication 4 Letter from Board Chair and CEO 6 Growing Home: Increasing Philanthropy in our Region Promise 7 How the Foundation Works to Foster Access to Opportunity 8 I’m a Child of Appalachia™ Network and Honorees 10 Growing a Regional Culture of Giving 12 Grants 18 Scholarships 20 Donor-Advised Funds 21 Creating Community Partnerships 24 Donors 26 Funds 27 FAO Board and Staff Directory 28 Statement of Financial Position 29 Becoming a Philanthropist 30 Mission, Vision, Goals This year we lost two regional leaders who were like sentinel trees in an old growth forest. Both were towering individuals, and their influence was a vast canopy over Appalachian Ohio, transforming lives and communities. Their long history of giving and caring radiated outward and culminated in extraordinary lives and achievements. Along with their legacies to a grateful region, they leave behind new possibilities, evident in the communities transformed, lives enriched, places celebrated and stewardship manifested by their commitments and deeds. We celebrate and honor these timeless gifts and dedicate this 2005-2006 Report to the Region to their memory. 3 ORA EATON ANDERSON, RAYMOND W. THOMAS, (October 5, 1911 – August 16, (August 25, 1916 – June 23, 2006) Born in Hendricks, 2006) Born and raised in Kentucky, Ora was a Muskingum County, Ray renowned local philanthro- exuded an intelligence and pist for regional arts. He was energy in the many roles he honored as an outstanding undertook—a cabinetmaker, philanthropist in 2004 by the Foundation for veteran, entrepreneur, community leader, artist Appalachian Ohio and numerous sponsors of the and philanthropist. As the Founding President Annual Philanthropy Day Luncheon and of the Muskingum County Community Celebration. A strong supporter of the arts, he Foundation, he was dedicated to improving the encouraged many local artists and students by quality of life of the community, ensuring that allowing them to create works of art in the families would benefit for years to come. His fields and woodlands of his farm. He received artistry in wood expressed in inlaid plates many honors including the Eusebia Hunkins and Federal-style furniture is a visible legacy of Award for Life Time Support of the Arts in 1994, a man who produced master works only as the Ohio Designer Craftsman Outstanding gifts to charities for charitable auctions. Ray gave Achievement Award and Ohio Arts Council so much of himself in so many ways. Ray Governor’s Award for the arts in 1999. A former was an agent of change who excelled in his board member of the Ohio Arts Council, he and ability to inspire and work with others to better his wife were instrumental in the preservation, the community. Among his many good works, restoration and development of The Dairy Barn he established endowed scholarships and funds in Athens. that will benefit generations to follow. Ray often said, “If you treasure your community, you create a community treasure.” Letter from the Board Chair and CEO Dear Friends of FAO, During the past six years, the Foundation for ✽ Active participation in the 3rd Annual “Stories Appalachian Ohio made giant strides forward of Philanthropy” event on behalf of the 29 counties in Appalachian ✽ Expanded visibility of FAO through Ohio. For this, we are proud. However, the more billboards in the region, made possible by we accomplish, the more we need to accomplish the generosity of Bob Kessler, promoting to fulfill our mission and vision for the organiza- I’m A Child of Appalachia™ tion. Yes, we’ve “come a long way.” Because of the progress we have made, we clearly recognize ✽ Awarding of a $10,000 Mardi Gras Reverse the challenges of the future, and continue to Raffle prize as a part of a successful focus on those challenges we feel are significant fundraising endeavor opportunities! ✽ Establishing the Wayne F. White Memorial To look forward, it is necessary to look back, see Scholarship Fund, through the generosity of where we are, then set our goals for the future. Bob and Jewell Evans, with the ability 4 Let’s do a quick review of our finest moments to provide the first four scholarships of in 2006: $500 each. Total amount of scholarship money awarded this year reached $15,000. ✽ Confirmation of Compliance for FAO as one of the first community foundations in Ohio ✽ Expansion of the FAO Board to broaden our to meet the National Standards for U.S. representation throughout the 29 Appalachian Community Foundations by the Council on counties Foundations, in recognition of our organiza- ✽ Continuing emphasis on Fostering Access tional and financial practices to Opportunity, while focusing on the ✽ Establishing the I’m a Child of Appalachia™ importance of post-secondary education program, and announcing the first three Through the combined efforts and commitment recipients of this honor: Dr. Nancy Zimpher, of our FAO Staff and Board of Trustees, these President of the University of Cincinnati; are only a few of our accomplishments this Bob Evans, nationally recognized restaurateur past year. You’ll find more details on these and and philanthropist; and Mike Brooks, other achievements as you read this 2005-2006 President and CEO of Rocky Brands, Inc. Report to the Region. To have continued success, ✽ Awarding of $100,000 in grants, including we need the moral and financial support of the mini-grants to 33 recipients selected from total 29-county community. We hope you will join 118 requests submitted through collaboration us in this effort. of FAO with the Osteopathic Heritage Foundation of Nelsonville and the Ohio Children’s Foundation Sincerely, Leslie Lilly Marianne B. Campbell President/CEO Board Chair Fifth Anniversary Celebration Declared a Success FAO celebrates past, looks toward future n September 27, 2005, the Foundation for Appalachian Ohio marked its 5th O University of Cincinnati president Nancy Zimpher anniversary in Margaret Walter Hall at Ohio (center) is presented with her I’m a Child of Appalachia™ poster at the event. Also pictured, University, Athens, Ohio. Those who attended from left to right: Ohio University President were enthusiastic and enjoyed an inspiring Roderick McDavis; Ohio Governor Bob Taft; Ohio University First Lady Deborah McDavis; program. Ohio University President Dr. Roderick FAO Board Chair Marianne Campbell McDavis welcomed Ohio Governor Bob Taft, I’m a Child of Appalachia™ honoree Mike Brooks addresses who spoke at the event. the crowd after being presented with his poster The Foundation announced the first three indi- 5 viduals honored as I’m a Child of Appalachia™ In order to achieve Confirmation of Compliance participants: Dr. Nancy Lusk Zimpher, first with the National Standards, community founda- woman President of the University of Cincinnati tions must undergo an extensive review of their and Gallia County native; Robert L. “Bob” Evans, organizational and financial policies and proce- nationally recognized restaurateur from dures. The review is performed by trained, expe- Gallipolis and founder of Bob Evans Farms, Inc.; rienced community foundation practitioners and and Mike Brooks, President of Rocky Brands, is the same for all foundations, regardless of size. Inc., based in Nelsonville, Ohio. The introduc- Of the 700 community foundations in the United tions and unveiling of the promotional posters States, more than 200 community foundations for these three outstanding Appalachians have been found in compliance with the stan- provided a moment to long remember as a dards to date. At the time of FAO certification, milestone for FAO. only 10 other Ohio community foundations have achieved compliance. They include The Foundation Awarded Compliance Columbus Foundation, The Greater Cincinnati with National Standards Foundation and The Cleveland Foundation. he Foundation for Appalachian Ohio was rec- “Adopting and adhering to high standards is the Tognized as one of the first community founda- best way we can demonstrate our ongoing com- tions in Ohio found to have organizational and mitment to maintaining the trust of our donors financial practices in accordance with the and the entire region,” said Leslie Lilly, presi- National Standards for U.S. Community dent/CEO of the Foundation for Appalachian Foundations. The Council on Foundations and Ohio. “As we continue to grow, we are commit- leaders in the community ted to maintaining the high legal, professional foundation field created the and ethical standards that this certification National Standards in 2000 to requires in order for FAO to be nationally recog- aid community foundations in establishing legal, nized. Appalachian Ohio is deserving of no less.” ethical and effective operational practices. Growing Home Increasing Philanthropy in Our Region he Foundation for Appalachian Ohio (FAO) is a regional community foundation Tfounded in 1998 to mobilize resources for a long-term, comprehensive approach to addressing our most pressing issues. One in eight Ohio children lives in Appalachia. One in five Appalachian Ohio children lives in poverty. Meeting genuine, present needs and 6 shaping a better future by building philanthropic and economic resources inspires all of us. The Region We Serve the Foundation for Appalachian Ohio, a 501(c)(3) The region’s uniqueness is a well-spring of pres- public charity serving the 29 counties of ent as well as future opportunity. Think about it: Appalachian Ohio. Our mission is to foster access a century-old heritage of craft and fine arts; the to opportunity for the region’s families through cultural heritage of our communities; the histori- the power of charitable giving.
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