2012 ANNUAL REPORT

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table of 2012 Year spirit of philanthropy funds legacy supporting 2012 financial 2012 governing contents in Review columbus awards established society foundations summary committee during 2012 It takes courage and vision to build a city.

Ithp is t is s irit we at The Columbus Foundation But to create a celebrate every day. It’s the way people feel walking along the Scioto Mile, or catching a ball game at Huntington Park. It’s the chill of winter as you walk through Wildlights at the Columbus community of which Zoo and Aquarium, and the warmth on your face admiring art downtown during summer festivals.

It’s an optimism we carry with us—even greater things lie ahead. you are proud In 2012, the Foundation was proud to commemorate this spirit during a year-long celebration of our city’s vibrant history—the Bicentennial.

Over the past 200 years, our community has benefited to call home— from individuals, families, and businesses who have all harnessed this spirit to identify and support existing and future needs in our city. This spirit inspired them to do more, see more, help more—and it continues today.

that takes spirit. Your investments in your community strengthen it for future generations. Your generosity and support of the organizations and programs most important to you is a catalyst for change, and is inspiring others to embrace this great community in which we live.

As Jerrie Mock, first woman to fly solo around the world, so eloquently put it in a recent message to The Columbus Foundation’s donors, “Long live The Spirit of Columbus!”

4 The Columbus Foundation Annual Report 2012 5 2012 year in review a message from our chairman and president & ceo

W hy does The Spirit of Columbus™ matter? As a U.S. President said just over 50 years ago: “…I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in Dear politics, but for our contribution to the human spirit.” Friends,

At the heart of the philanthropic spirit that adding value to your charitable making your charitable giving giving experience, and making our experience as convenient as defines us is a belief that acts of individual research and community knowledge possible. We continue to improve generosity—and their collective impact—have available to you. By having a better PowerPhilanthropy,® our online understanding of our community, marketplace of more than 630 a far-reaching effect in creating a place where we can create, leverage, and community nonprofits. Many of everyone can thrive. It happens because strategically deploy assets to make you use PowerPhilanthropy to the best investments possible in research and make grants and of your commitment to strengthening and philanthropy. gifts to benefit the nonprofits improving our community. The Weinland Park Collaborative, you care about. Our new Spirit of an effort to revitalize the Weinland Columbus Charitable Gift Card will Park neighborhood just east of The help Columbus Foundation donors Ohio State University and south of easily share the gift of giving with For nearly seven decades, the Your generosity, coupled with 11th Avenue, was launched in 2010 friends and family. We are pleased Foundation has helped individuals, a strong investment performance, and involves many partners working to offer this new service to you— families, businesses, and communities contributed to steady growth in with The Columbus Foundation, the first of its kind in the state of in 55 Ohio counties and 37 states 2012. As of December 31, 2012, our including Cardinal Health, JPMorgan Ohio. reach their unique charitable goals. assets surpassed $1.52 billion held Chase Foundation, The Ohio State Our extraordinary Governing We are proud and honored to serve in 2,007 charitable funds in The University, Campus Partners, the Committee guides the Foundation as your trusted philanthropic advisor.® Columbus Foundation, Community City of Columbus, and United Way and offers valuable leadership and Last year, contributions made to Foundations, Inc. (our statewide of Central Ohio. Last year, Weinland expertise. We offer our gratitude the Foundation and our Supporting affiliate), and 29 Supporting Park was selected as one of three to Committee member Bruce A. Foundations exceeded all previous Foundations. neighborhoods nationwide to Soll, who completed his term of records—with gifts totaling more Grants by the Foundation and receive a seven-year, multimillion- service in 2012. His insights and than $326.4 million. This 31 percent donors continue to make a powerful dollar commitment from the passion for the community greatly increase in gifts over the previous impact in moving our community Baltimore-based Annie E. Casey contributed to our success. record year was the result of broad forward. Last year, $96.6 million in Foundation to improve the lives of Above all, we thank you, our participation in the Foundation, grants benefited 2,579 nonprofits— children and their families. donors and friends, for your spirit including 5,600 gifts from the from arts and education to housing Thanks to your generous and determination to make our community and the creation of 142 and healthcare—primarily in central response, the 2012 Critical Need community a better place for all— named funds by our family of donors. Ohio. Scholarship grants totaled Alert for Hunger quickly and from Sunday to game day! H Planned gifts strengthen a powerful $1.77 million and enabled more than effectively helped 10 area food legacy to benefit our community in 700 students to realize the dream of pantries and soup kitchens purchase perpetuity. In 2012, we learned of a higher education at colleges and equipment needed to successfully more than $23.2 million in planned universities throughout the United shift to providing fresh, nutritious D ouglas F. Kridler M ichael J. Fiorile President and CEO Chairman gift expectancies, bringing total States. food to those in need. planned gift expectancies to $843.7 We are committed to continually Our Investments in technology million. improving our philanthropic services, and new products are focused on

6 The Columbus Foundation Annual Report 2012 7 From the arts to business, from “S pirit of restaurants to neighborhoods, from Sunday to game day, The Spirit of Columbus columbus” fuels and defines us today more than ever.

h oNORing trailblazing aviator jerrie mock

The 38-year-old, born in Newark and living in Bexley, had But it wasn’t. More than 29 days and 23,000 miles “Columbus is a great Jerrie Mock’s “Spirit” always been a big dreamer. The mother of three took later, Jerrie triumphantly landed back in Columbus. community, and I appreciate off from Port Columbus Airport on March 19, 1964, on a There are countless people in our community who all that you are doing to helped her fly into the mission to become the first woman to fly solo around the have harnessed their passion and determination to make respect its history and to record books in 1964. world. Lifting off in her 11-year-old single-engine Cessna, great things happen. Jerrie is a defining example of the build an even better future.” the “Spirit of Columbus,” she heard the tower controller spirit that moves us to do great things. H —Jerrie Mock say, “Well, I guess that’s the last we’ll hear from her.”

8 The Columbus Foundation Annual Report 2012 9 10 The Columbus Foundation A P 2012 h wards i l anthropy Annual Report 2012 Report Annual

Bob and Missy Missy and Bob Weiler philanthropy in central Ohio. inphilanthropy central in recognizes leadership and director, volunteer 25-year and founder Foundation’s ofthe honor in given is 1990, helping others likehelping others we’ve helped.” been way. we’re the I’d for that along help like to known think had woman—everybody’s or man aself-made as thing interests. ofcharitable variety awide supported Inc. Ohio, Way Weiler of Central United for Fund Missy and Bob the and Fund Weiler J. Family Robert the funds, additional two established couple the 1998, In 1986. Weiler J. Fund Robert the Foundation, East. Hospital University State Ohio The and Schools City including Columbus numerous entities, with volunteer alongtime been has Missy organizations. local for many director and member, trustee, aboard as served has he years, for many community to the contributor active An Foundation. Columbus ofThe Foundation Foundation Gifts Community of the Weiler Company, and since has chairperson 1999 been RR h 2012 Through these funds, the couple has the generously Through funds, these “ B B We’re our beliefs,” living said Bob. “There’s no such ob and Missy’s first fund at The Columbus Columbus The at fund first Missy’s and ob Robert ofThe board ofthe chairman as serves ob a i s o n m. s m. a our city. The award, first presented in presented first award, The city. our strengthen to help and financial support talents, time, their dedicated have who for their role champions as community 2012 Sayre Harrison Award M. the with were honored Weiler Missy and Bob y r e

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ner s , a Supporting , aSupporting , was created in in created , was Photo courtesy of the Barkley family

MidOhio Habitat for Humanity– equity, they know what it takes to build ahome.” to build takes it what know they equity, sweat own their invest and us with work families our “When ofHabitat–MidOhio. CEO Thomas, E.J. said 2012. in home 250th ofits completion the community, from the celebrated it generous support affiliateThe thanks local 1987 and, to launched in build or repair more homes than 600,000 worldwide. organization. the for costs administrative the offsets directly sales from revenue the and public, to the open locations two has It items. used and new sells that store improvement home ReStore adiscount is operation. retail asuccessful runs also Habitat–MidOhio income families Ohio. in central lower- for hardworking, a reality home-ownership of dream the to making committed is organization The nonprofit changing been lives. raising walls—it’s and concrete pouring just than more doing been community. our of betterment the in difference LU c 2012 “ I S F n addition ton addition building and restoring homes, Our approach is a hand up, not a hand out,” out,” ahand up, not ahand is approach Our or more than 25 years, Habitat–MidOhio has has Habitat–MidOhio 25 years, than more or o ince 1976, has helped International Habitat m b u s f o un an organization that has made a made has that organization an to given is award the 1986, in Created grant. a$25,000 received for Humanity–MidOhio Habitat Award Columbus Foundation ofThe 2012 recipient the As d a t i o n

a w a r d w i n ner

Photo courtesy of Habitat for Humanity–MidOhio

, County Community Foundation Community County Pickaway Board of the Founding support Pickaway County.”support to ofopportunities are lots there Now fund. one had we just we started, here. When oflife quality our about deeply cares and charitable is community this proven M above: and Will, Charles Prince, Marti Marcia Hall, Mike Harrison, Mike Logan, Mullet, Glenda Bowser foundation. to the support and investment andfunds providedadministrative both Columbus Foundation has managed PCCF’s component toneeded create The inception, Since foundation. the its allowed a steering committee to begin legal proceedings Foundation Kellogg W.K. the from Agrant region. to and businesses families, of future in invest the the Ohio. central beyond communities to contributions philanthropic recognizes outstanding award the 2011, in Established for $10,000. agrant and 2012 S C hir oun i ke ley L ty ty “ P P lea o The sky is the limit,” said Mrs. Bowser. “I think we’ve think Bowser. “I Mrs. said limit,” the is sky The B CCF’s first board of directors included Shirley included directors of board first CCF’s in 2001 toCCF enable individuals, was established ctured at gan, gan, C P o o i d wser. Mike Estadt, chair, Estadt, Mike first the as served , who mmunity mmunity e G r l s enda enda hi p C F i M ircleville’s oun n u

p llet, llet, 2012 the with (PCCF) Foundation Community County Pickaway ofthe board founding the of efforts remarkable the honored proudly Inc. Foundations, Community andThe ColumbusFoundation hi dation l C ant h arles arles Leadership in Philanthropy Award Philanthropy in Leadership M F oun h a ry ry rop W ding V i ir ll, ll, y ginia D

a B o Doris Yamarick Doris w o ris Yamarick, Yamarick, ris ard ar C rites d M wi em H nne a bers (l-r) bers (l-r) nnan M r i ke P a E M rk are s a tadt, and and tadt, . rcia P H i ckaway a ll,

Photo by: Eclipse Studios 11 HAWK’S LOCKS FOR KIDS FUND A Cut Above

Couple tackles self-esteem initiative for kids

What began as a gesture to honor a fallen soldier kids in need. inaugural event raised $40,000, and the Hawks have Laura, a native of Dublin, and A.J., who grew up in has become an inspiring crusade for kids in need. The Hawk’s Locks for Kids Fund, a Donor Advised partnered with Wigs for Kids to fund custom-fitted wigs Centerville, are looking forward to raising their family in During his junior year in college, A.J. Hawk, an All- Fund, was established at The Columbus Foundation that allow kids to run, play sports, and experience all the central Ohio. American football player at Ohio State, started growing in 2012 to provide wigs for kids with cancer and other joys of childhood. “To me, this community is home,” explained Laura. his hair to honor former professional football player conditions that cause hair loss. “Until we started our fund, I still didn’t realize “I feel like we owe it to the people here to serve our turned soldier Pat Tillman, who was killed in Iraq. When The couple harnessed the power of social media to how big of an impact you can have. Once we started, community and make an impact and a difference. We he decided to cut it after eight years, the current Green get the word out. Immediately after A.J. cut his hair, Laura people came from all over to help—people have been want to do all we can to better where we’re from and Bay Packer and his wife, Laura, decided to do more than tweeted a message announcing the formation of Hawk’s unbelievable. We are definitely very thankful for that and make this a great place for our kids to call home.” H donate it—they created a vehicle to inspire and support Locks and encouraged others to join in. Last year’s hope to keep growing it every year,” A.J. said.

12 The Columbus Foundation Annual Report 2012 13 r .h. dillon foundation no place like home

scfuc ess ul businessman invests in central ohio

Go r wing up in Newark, Ric Dillon remembers positive reaction. investment advisory and fund administration services to One of his passions is education and, through his Columbus as the “big city”—a destination for special “Over the years, I’ve lived in other places, but I always clients around the world. fund, he has invested in organizations like Columbus’ occasions, celebrations, or a visit to the Ohio State Fair. came back to Columbus. I had the very good fortune to In 2010, he transferred his private foundation to I KNOW I CAN and A Call to College in Newark. Both After graduating from The Ohio State University, meet and work with the Crane family in the early 1980s, The Columbus Foundation and established the R.H. nonprofits promote opportunities for students to pursue his job as an investment executive took him all over and developed a business relationship and friendship that Dillon Foundation, a Donor Advised Fund to support his higher education. the country, but family and business connections kept continues to this day,” Ric said. charitable interests. The Columbus Foundation offered “I believe education is probably the best explanatory bringing him back to Columbus. Ric credits a number Ric returned to Columbus from Washington, flexibility and ease, and took the administrative burden of variable to success and happiness in life,” Ric explained. of serendipitous situations with shaping his life—where D.C. in 2000 for an opportunity to start Diamond Hill running a private foundation away—giving Ric more time “Therefore, to whatever degree I can help in that regard, opportunity, luck, and talent intersected to create a Investments, a publicly traded company that offers to invest in causes close to his heart. I will.” H

14 The Columbus Foundation Annual Report 2012 15 The extraordinary generosity of donors, both past and present, make it possible for the Foundation to develop and support efforts aimed at invigorating and enhancing our community—and providing critical support to those in need.

We are proud to bring your philanthropic spirit to life.

16 The Columbus Foundation Annual Report 2012 17 bc i entennial grants

Jazz Moves to set theC e worldntral Oh iorecord students for from a 47 Columbus was a elementary and middle schools Bicentennial unique collaboration continuousworked penny with the chain community of 75 for miles. a among Jazz Arts world-record attempt by lining up Group, BalletMet, “Thenearly bicentennial 3.5 million pennies. grant has Leadership Awards and WOSU Public been transformational for See Kids Media. Photo courtesy of See Kids Dream Dream,” said Bill Grindle, founder, CEO, and executive director of On February 14, 2012, the official date of Columbus’ bicentennial, The Columbus See Kids Dream. “It enabled us to Foundation’s Governing Committee announced two grants to benefit the people take a big step forward—more than of Columbus and the state of Ohio. The Ohio Benefit Bank and the Columbus doubling the number of students Historical Society were named the recipients of the Foundation’s Bicentennial we serve by expanding to over Leadership Award. The surprise announcement was made at Celebrating 40 schools in central Ohio. This Columbus’ 200 Years, the Foundation’s bicentennial event held in Davis Hall. helped us empower more children to achieve their potential and see the power of becoming personally engaged in their community through our service-learning program, Penny $ $ Harvest.” 200,000 100,000

Jazz Moves Columbus G rant AWARDED to the Ohio Association grant awarded to the Columbus was a multimedia performance of Foodbanks to support The Ohio Historical Society to help preserve Benefit Bank and to benefit people and promote Columbus’ history and that included dance, music, and around the state of Ohio. the society’s move to COSI. imagery from WOSU’s Columbus Neighborhoods documentary series. A unique collaboration among Jazz Photo by: Will Shively. Dancers: David Tlaiye and Courtney Muscroft Arts Group of Columbus (JAG), BalletMet Columbus, and WOSU Public Media, a $30,000 grant from The Columbus Foundation provided “We selected organizations that support to one of the premier events represent an array of interests aimed that kicked off the 2012 celebration Celebrating at strengthening our city,” said Lisa year. S. Courtice, Ph.D., executive vice “This most recent collaboration president for Community Research and the idea to honor Columbus’ Columbus’ and Grants Management. “From bicentennial was suggested by the arts and the environment to JAG. BalletMet didn’t hesitate to Historic Birthday education, health, and wellness, these say yes!” explained Cheri Mitchell, grants reflect the manner in which executive director of BalletMet. “As we strive to live and improve our we began meetings and discussions Grants honor city’s past, community.” about Jazz Moves Columbus, both “This award was a big surprise and was “ The Bicentennial Leadership Award present, and future See Kids Dream, a local organizations thought that WOSU utilized to help Veterans access and enabled us to pay almost half of the nonprofit organization founded in would be an excellent partner. This apply for Veterans Education Benefits cost of construction of our new museum 2008, integrates community service collaboration was comprehensive, available through The Ohio Benefit space within the COSI building. This In acknowledgement of the into education. Its service-learning fun, challenging, and rewarding. The Bank. Each year, millions of dollars in new museum has three times the square bicentennial, The Columbus program, Penny Harvest, helps Columbus arts community is willing federal education benefits go unclaimed footage of our previous location and was Colub m us was the city to by Ohio Veterans. This grant funded designed with leading-edge technology Foundation awarded nearly $1.3 students gain an understanding of to take risks, willing to share, willing celebrate in 2012! access to these benefits, which has to display artifacts and present historical million in grants to nonprofit community issues and then work to experiment, and willing to work together. Smart and open!” H helped connect many Veterans to new information in a way previously unavail- organizations dedicated to making a collaboratively to address them. The opportunities.” able. Over 35,000 guests viewed our In a year filled with special difference in our community. grant it received, $265,000 over three displays in 2012, a 5,000 percent events, programs, and innovative These grants, ranging from years, was awarded to help expand — i L sa Hamler-Fugitt, executive increase over 2011.” collaborations, our community $5,000 to nearly $300,000, support- the successful youth philanthropy director, Ohio Association of Foodbanks came together to recognize the ed organizations that are poised to program to include more elementary —Jef f Lafever, executive director, bicentennial and honor Columbus’ positively impact our neighborhoods and middle schools in central Ohio Columbus Historical Society past, present, and future. and residents for years to come. and support a student-led challenge

18 The Columbus Foundation Annual Report 2012 19 to set the world record for a continuous penny chain of 75 miles. Bicentennial Additional Bicentennial Grants “The bicentennial grant has Leadership Awards been transformational for See Kids 200oluC mbus Fi ind ng Time: Columbus See Kids Dream Dream,” said Bill Grindle, founder, Public Art 2012 (multi-year grant) CEO, and executive director of On February 14, 2012, the official date of Columbus’ bicentennial, The Columbus $75,000 to support the promotional efforts, events planning, $45,000 to Special Improvement $265,000 to expand the successful See Kids Dream. “It enabled us to Foundation’s Governing Committee announced two grants to benefit the people and management needs for the city’s District (SID) Public Services youth philanthropy program, Penny take a big step forward—more than of Columbus and the state of Ohio. The Ohio Benefit Bank and the Columbus bicentennial celebration. Association to support a yearlong Harvest, and to support a student-led doubling the number of students Historical Society were named the recipients of the Foundation’s Bicentennial + program of public art in downtown challenge to set the world record for a we serve by expanding to over Leadership Award. The surprise announcement was made at Celebrating Columbus featuring temporary site- continuous penny chain of 75 miles. Colub m us Downtown responsive works by international, + 40 schools in central Ohio. This Columbus’ 200 Years, the Foundation’s bicentennial event held in Davis Hall. Development national, and local artists. Corporation Street Clock Restoration helped us empower more children + to achieve their potential and see $20,000 to support development M id-Ohio Regional $5,000 to SID Public Services the power of becoming personally of the Bicentennial Pavilion at Planning Commission Association to restore two historic engaged in their community through Columbus Commons. street clocks in downtown Columbus as part of the recognition of our service-learning program, Penny $ $ + $75,000 to support EcoSummit 2012, an international convening Columbus’ bicentennial. Harvest.” 200,000 100,000 Com m unity Research of ecological and environmental + Jazz Moves Columbus G rant AWARDED to the Ohio Association grant awarded to the Columbus Partners (multi-year grant) scientists, engineers, business was a multimedia performance of Foodbanks to support The Ohio Historical Society to help preserve leaders, and policymakers. W OSU Public Media $150,000 to expand DataSource Benefit Bank and to benefit people and promote Columbus’ history and + that included dance, music, and around the state of Ohio. the society’s move to COSI. 2.0, a centralized and robust source $20,000 to support the production imagery from WOSU’s Columbus of data, making information about Ja zz Moves Columbus of Columbus Neighborhoods, a series Neighborhoods documentary series. central Ohio available and easily of hour-long documentaries about accessible to all. $30,000 to support a multi- Columbus’ historic neighborhoods. A unique collaboration among Jazz + media performance that included Arts Group of Columbus (JAG), dance, music, and imagery from BalletMet Columbus, and WOSU Conr side Biking WOSU’s Columbus Neighborhoods (multi-year grant) Public Media, a $30,000 grant from documentary series.

The Columbus Foundation provided $295,451 to support development support to one of the premier events of a Corporate Mode Shift Program that kicked off the 2012 celebration to increase the number of persons riding bicycles to work to two percent year. in Columbus’ bicentennial year 2012. “This most recent collaboration and the idea to honor Columbus’ bicentennial was suggested by JAG. BalletMet didn’t hesitate to say yes!” explained Cheri Mitchell, E ach bicentennial grant was made possible thanks to generous Columbus A Special Foundation donors who established a Greatest Needs Fund (Unrestricted) or executive director of BalletMet. “As Field of Interest Fund through a planned gift. These gifts generate ongoing we began meetings and discussions Thanks support and create an enduring legacy that will strengthen our community for generations to come. about Jazz Moves Columbus, both “ This award was a big surprise and was “ The Bicentennial Leadership Award organizations thought that WOSU utilized to help Veterans access and enabled us to pay almost half of the would be an excellent partner. This apply for Veterans Education Benefits cost of construction of our new museum R obert Bartels Fund R obert B. Hurst Fund R obert A. Ramsey Fund collaboration was comprehensive, available through The Ohio Benefit space within the COSI building. This fun, challenging, and rewarding. The Bank. Each year, millions of dollars in new museum has three times the square Lois S. and H. Roy Chope Fund Joseph A. JeffreyE ndowment Fund Margrett C. Schultz Fund Columbus arts community is willing federal education benefits go unclaimed footage of our previous location and was Neva J. Collins Fund Mr. and Mrs. Derrol R. Johnson Fund Alice M. Schumacher Endowment Fund to take risks, willing to share, willing by Ohio Veterans. This grant funded designed with leading-edge technology to experiment, and willing to work access to these benefits, which has to display artifacts and present historical Sarah Helen Craig Fund Gertrude E. Kenney Fund Martha G. Staub Fund together. Smart and open!” H helped connect many Veterans to new information in a way previously unavail- opportunities.” able. Over 35,000 guests viewed our Mary Nancy Davis Memorial Fund Ruth E. Lang Fund Roy V. and Eloise F. Thomas Fund for Youth Education displays in 2012, a 5,000 percent Frank P. Mader Fund Agnes Marie Trimmer Fund — i L sa Hamler-Fugitt, executive increase over 2011.” William C. and Naoma W. director, Ohio Association of Foodbanks Denison Fund Richard C. and Nanciann J. Ray and Lillian W. Waller Fund —Jef f Lafever, executive director, Kaufman Ninde Fund Columbus Historical Society Ben and Dana Falter Fund Robert F. Werner Fund James W. Overstreet Fund Charlotte R. Haller Fund Mabel and Vernon Watts Public Education Fund Educational Fund Joe and Mary Hoffer Fund

19 c ritical need alert for hunger

A client at the Organization Items purchased Goal Actual Broad Street Food “ The generous response to the Critical Need Alert Pantry receives fresh broccoli. exceeded our expectations. We are deeply grateful to B road Street Cbuilt-inolumbus cooler/freezer, Foundation electrical upgrades donors for helping us better$15,790 serve$23,849.53 Presbyterian Church our neighbors in need.” —Kathy Kelly-Long, food pantry manager, Broad Street Food Pantry C ommunity Kitchen vacuum packaging machine, commercial refrigerator repair, $5,819 $6,799.53 2 refrigerators

F aith Mission refrigerator/freezer, convection oven, range repair, vacuum $38,369 $38,369.00 packaging machine

G ladden Community walk-in refrigerator $15,408 $15,408.00 House

H oly Family Church gas range, pizza oven, refrigerator, freezer, steam tables, $24,942 $25,242.53 kitchen floor resurfaced, shelving, vacuum packaging machine

$ L utheran Social Services 4 chest freezers, installationraised forof a 10walk-in nonprofits cooler and through walk-in the critical$26,201 need alert$26,201.00 for hunger 325,013freezer unit N ear Northside commercial freezer $2,534 $6,519.06 Emergency Material Assistance Program (NNEMAP)

strategically responding to community perishable itemsS t .with Stephen’s their current effort2 commercial to purchase freezers, 2needed commercial items. refrigerators, shelving “With the funds,$13,712 the Broad$14,312.53 Street needs. In 2003, the Foundation resources. TheC CNAomm providedunity House Foundation donors had the option Food Pantry was able to purchase Collective introduced Critical Need Alerts funding to 10 organizations vital to to support individual organizations an 8'x14' built-in cooler/freezer unit (CNA)—targeted communications to the community,T henablinge Salvation them Ar myto or3 freezers,all 10 nonprofits deep freezer, through 3 refrigerators, the appliance repairthat almost doubles$25,327 our cold$25,327.00 storage donors asking them to invest in these make capital purchases like freezers, Critical Need Alert for Hunger capacity. With this extra space, we can Effort Benefits pressing needs. vacuum packaging machines, and Fund, which was distributed across handle larger volumes of fresh produce M id-Ohio Foodbank expanded cooler space $100,000 $142,984.83 Since then, more than $5.6 shelving units to better equip them all organizations. Thanks to an and dairy, giving our clients healthier Nonprofits million has been raised, with the for the change. extraordinary response, more than options. This new equipment will help majority of CNAs further boosted by This support was significant $325,000 was raised, surpassing the ustotal: meet the increased$268,102 demand$325,013.01 and grants approved by The Columbus to Kathy Kelly-Long, food pantry overall goal of $268,102 by nearly increase the nutritional value of the Strategic aid addresses shift Foundation’s Governing Committee manager for the Broad Street Food $57,000. food we serve,” Kathy said. H to fresh foods and Supporting Foundations to Pantry, multiplying the amount of provide matching dollars. From food she can store—and the clients “ This Critical Need Ale“ Wrte hashear alldramatically of the time about how homelessness to the arts, these she can serve as a result. The choice organized we are and how good the Executive Director Sue Villilo knows feed her large clientele. opportunities were developed with pantry on the Near East Side served increased our capacityselection to store is for and them. prolong We are indebted the that for some individuals, the meal “Because of the volume of one goal in mind—to strengthen and more than 23,000 clients in 2012 life of perishable foodto items The Columbus in our Foundation Westside for they receive at Faith Mission’s people we serve, we would rarely improve our community. and saw more than a 100 percent pantry. This has allowedtaking us the to lead provide in central more Ohio to solve community soup kitchen is the only get enough of one food to do one In November 2012, the increase in fresh foods served that a problem in our food distribution food they’ll eat that day. So, she serving,” Sue explained. “Now that Foundation launched the Critical year—90,000 pounds compared to nutritious food to our systemcommunity, created by which the important should move makes sure to work with staff to we have the sealer, we can seal it, Need Alert for Hunger in response 42,000 pounds in 2011. result in improved long-termtoward more community fresh produce!” health.” provide well-balanced, nutritious store it, and when we have enough, to the national and local food bank In partnership with the —Brad Draper, corporate —Roy Clark, director director, of N foodear Nor thside meals. However, the food system’s we can serve an entire meal with systems’ shift from canned goods Foundation’s Community Research pantry services, LutheranEmergency Social Material Ser vicesAssistance of recent shift to fresh food has made fresh food, which was hard before.” to fresh foods. Many local food and Grants Management depart- Program it challenging to store the fruit and The Columbus Foundation is pantries and soup kitchens faced an ment, each organization set a goal Central Ohio vegetables until she has enough to deeply committed to identifying and immediate challenge of storing these it hoped to achieve through the

20 The Columbus Foundation Annual Report 2012 21 “ The generous response to the Critical Need Alert exceeded our expectations. We are deeply grateful to Columbus Foundation donors for helping us better serve our neighbors in need.” —Kathy Kelly-Long, food pantry manager, Broad Street Food Pantry

“ People are very appreciative of the quality of the food, variety of food, and the amount of food we provide.”

i—Sue V llilo, executive director, Faith Mission $325,013 raised for 10 nonprofits through the critical need alert for hunger

perishable items with their current effort to purchase needed items. “With the funds, the Broad Street resources. The CNA provided Foundation donors had the option Food Pantry was able to purchase funding to 10 organizations vital to to support individual organizations an 8'x14' built-in cooler/freezer unit the community, enabling them to or all 10 nonprofits through the that almost doubles our cold storage make capital purchases like freezers, Critical Need Alert for Hunger capacity. With this extra space, we can vacuum packaging machines, and Fund, which was distributed across handle larger volumes of fresh produce shelving units to better equip them all organizations. Thanks to an and dairy, giving our clients healthier for the change. extraordinary response, more than options. This new equipment will help This support was significant $325,000 was raised, surpassing the us meet the increased demand and to Kathy Kelly-Long, food pantry overall goal of $268,102 by nearly increase the nutritional value of the manager for the Broad Street Food $57,000. food we serve,” Kathy said. H Pantry, multiplying the amount of food she can store—and the clients “ We hear all of the time about how she can serve as a result. The choice organized we are and how good the pantry on the Near East Side served selection is for them. We are indebted more than 23,000 clients in 2012 to The Columbus Foundation for and saw more than a 100 percent taking the lead in central Ohio to solve increase in fresh foods served that a problem in our food distribution year—90,000 pounds compared to system created by the important move 42,000 pounds in 2011. toward more fresh produce!” In partnership with the —Roy Clark, director, Near Northside Foundation’s Community Research Emergency Material Assistance and Grants Management depart- Program ment, each organization set a goal it hoped to achieve through the

21 mental health

P ictured (l-r) Lisa S. Courtice, Ph.D., and Twin Valley Behavioral Health, “I love that the group is adapting to the needs of today and executive vice a state psychiatric hospital. The president, Community the issue is getting the attention that is needed.” Research and Grants Central Ohio Hospital Council, an Management, and Columbus Foundation organization that brings community —nancy jeffrey donor Nancy Jeffrey hospitals together to address issues that impact the delivery of healthcare to central Ohioans, also played a key role in the effort. Ohio Hospital for Psychiatry and Dublin Springs, two free-standing psychiatric hospitals, joined the group later in the process. The task at hand? Finding a way to foster communication and collaboratively tackle a growing surge in psychiatric patients. Working together, this group developed an innovative, web-based “bed board” to keep track of psychiatric patients waiting for an inpatient bed, as well as all open beds in facilities across the area. In 2009, The Columbus Foundation awarded a $7,790 grant to the Central Ohio Hospital Council from the Rebecca J. Wickersham Fund to help with construction of the online system. A second grant was collaboratively to address the growing awarded in 2010 for $6,157 thanks need for inpatient psychiatric care in to the Nina B. Pohlman Fund. It Right Patient, central Ohio. In 2008, as the board supported phase two of the system chair of OSU Harding Hospital, she to improve the analysis of data

thought, “This town has the ability to collected by the hospital systems. Seated (l-r) Pablo Hernandez, M.D., Netcare; Judy Burkholder, OhioHealth; Mary Hartley, Mount Carmel Right Bed, do better. I think most people want to In 2012, a third grant for $9,500 Health System; Standing (l-r) Jeff Klingler, Central Ohio Hospital Council; Roxanne Jividen, Ohio Hospital for Psychiatry; Gary Long, LISW, OSU Harding Hospital; Karen Woods-Nyce, LISW, CCFC, Twin Valley Behavioral serve this population, but we need to was awarded to help improve the Healthcare; Merissa McKinstry, Dublin Springs; Dallas Erdmann, M.D., OhioHealth Right Time make some plans, because it’s only collection of data by the hospital going to get worse.” systems serving psychiatric patients In response to her growing from the Katheryn Hudson Reese Collaborative vision connects concern, she reached out to Doug Fund. community level, we’ve been able to that day, what discharge plans are patients with open beds Kridler, president and CEO of The “Prior to this initiative, we had place patients quicker. Average time expected, and what patients can Columbus Foundation, and a task patients coming in to all of our now is 18 hours.” move to beds. As a result of this force was convened to collectively emergency departments needing The revolutionary idea ongoing effort, the wait time for Longtime Columbus Foundation said. When she married and came examine the issue. Facilitated by psychiatric care. Sometimes behind the electronic bed board patients in the crisis intervention donor and former Governing to Columbus, her first volunteer job Lisa S. Courtice, Ph.D., executive they would be waiting in these initiative was to focus on the entire facility, emergency departments, and Committee member Nancy Jeffrey was at Columbus State Hospital. “I vice president for Community emergency departments for four, community, instead of one facility medical surgical/intensive care units has been a passionate advocate realized from that experience in the Research and Grants Management, five, or six days because the volume at a time. And though they are has reduced significantly. for the central Ohio mental health late 1950s that most of the people the task force was comprised of was so high that we couldn’t locate competitors, each participant saw “I think Columbus by nature is a community for more than 50 years. I met didn’t need to be there, but representatives from Franklin County’s a bed,” explained Jeff Klingler, this as an opportunity to positively very collaborative community—not Trained as an occupational therapist, were there because there were no three adult hospital systems—Mount president and CEO of the Central address a community problem. with just this issue, but others as Nancy’s first rotation was in a community services available to Carmel Health System, OhioHealth, Ohio Hospital Council. “Everyone Every morning, 365 days a well,” Jeff said. “In this case, it was psychiatric hospital in New York. them.” and The Ohio State University Wexner was working individually to place year, every provider participates about getting competitors to put “I found that I didn’t mind it at all, In recent years, her focus has Medical Center—as well as Netcare, these patients. There was no in a morning conference call. Each aside those differences to do the and it was rather challenging,” she centered on health systems working the local crisis intervention facility coordination. By doing it at the talks about what the list looks like right thing.” H

22 The Columbus Foundation Annual Report 2012 23 Each year, The Columbus Foundation welcomes new individuals, families, and businesses into our growing family of donors. Funds Established During 2012 Together, we are building a brighter future for the communities we call home.

24 The Columbus Foundation Annual Report 2012 25 greatest needs funds (unrestricted) fi eld of interest funds Donors can address the community’s greatest needs through these funds. Created by visionary philanthropists who This fund option allows donors to make contributions to specific fields of interest that have meaning to them. This may want to support the community beyond their own lifetimes, these funds allow the Foundation to address community include support for multiple areas of interest, such as the elderly, healthcare, the arts, or a specific geographic area. needs as they emerge.

7 168 $162,863,983 $10,000–$37,357,806 11 205 $104,463,912 $10,000–$9,485,146

2012 unrestricted total unrestricted market value of unrestricted funds market value range 2012 field of total field of market value of field of interest funds market value range funds funds (As of December 31, 2012) interest funds interest funds (As of December 31, 2012)

N ewton A. and Eleanor Thompson B arbara Hardy Unrestricted R obert N. Shamansky Endowment Abercrombie & Fitch Fund of Jo Ann & Scott Johnson Family R oss Leadership Institute Brokaw Unrestricted the New Albany Community Fund of the New Albany Barbara (Buz) Hardy was an art Robert (Bob) Shamansky established Foundation Community Foundation The Ross Leader- Newton teacher in Upper Arlington Schools this fund through a bequest. Bob ship Institute is For more than 100 years, Abercrombie Jo Ann and Scott Johnson are New and Eleanor during a 30-year teaching career. was an attorney and partner with named in honor & Fitch has designed and produced Albany residents who established this (Margaret) She was involved in the OWLS- Benesch, Friedlander, Coplan & of Richard M. (Dick) the highest quality all-American fund to support educational and cul- Brokaw were Older, Wiser, Learners and LifeLong Aronoff. He represented Ohio’s and Elizabeth M. (Libby) Ross, two clothing. This fund will support its tural enrichment in their community, married for 53 Learning Program in Upper Arlington. 12th District in the U.S. House of community leaders who have had a philanthropic projects and causes, especially lifelong learning and con- years. Margaret, She was married to Stanley T. Hardy, Representatives from 1981–1983. major impact on our community in the especially those that benefit teens in tinuing education opportunities. a cat lover, was a who passed away in 1978, and Bob also served on the staff of the arts, education, and healthcare. More supporter of community cat welfare the New Albany community. had an adopted daughter. Barbara Democratic National Committee K rebs Family Fund of the New than a dozen community leaders start- organizations. She was a founding passed away in 2010. in 1960 and in the U.S. Army Jody & Joel Altschule Endowment Albany Community Foundation ed the Institute in 2012. By providing member of the Calligraphy Guild of Counterintelligence Corps. He Fund of the New Albany Ken Krebs is executive vice president focused responses to critical leader- Columbus and former chair of Art-IX. C atherine A. Monro Community Foundation was a graduate of The Ohio State and general counsel at RockBridge ship needs, Ross Leadership Institute Margaret passed away in 2012 at the Catherine Monro provided for this University and Harvard University. Joel Altschule is a financial advisor Capital, LLC. His wife, Jackie, is a is dedicated to raising the quality of age of 88; Newt passed away in fund through her estate plan. A with UBS Financial Services and his board member and an active commu- leadership in business, education, non- 2008 at the age of 80. S usan Weil member of Brookwood Presbyterian wife, Jody, is an active volunteer in nity volunteer for several initiatives, profit, and government organizations. Church, Catherine passed away in Susan Weil established this fund with the community. The fund will support including the Franklin Park Conser- R aymond C. Drake UA Arts Fund of the 1989 at the age of 83. a bequest from her estate. She was arts and cultural opportunities in the vatory Women’s Board, Healthy New Raymond (Ray) Upper Arlington Community married for 40 years to Edwin E. Weil, community, including the Jeanne B. Albany, and the New Albany Farmer’s Foundation Drake, a native of B ryan R. Noton who passed away in 2006. Mr. Weil McCoy Community Center for the Market. This family fund will support This fund was created to promote Toledo, was the Bryan Noton was born in Bath, worked at Chemical Abstracts for Arts. athletic initiatives, including Veterans all forms of cultural arts in the Upper owner of Central England, and became a U.S. citizen more than 30 years. Susan passed Field, at New Albany High School, Arlington community. UA Arts, formerly Ohio Concrete in 1970. He was an internationally away in 2008. C ritical Need Alert for Hunger and other organizations and causes. Friends of the Arts in Upper Arlington, Cutting, Inc. of recognized authority on the The Columbus Foundation created was established in 1992. Columbus. A application of advanced materials, this fund to provide an efficient, NA Athletic Booster’s Turf resident of West Jefferson, he was a especially composites, to innovative effective, and immediate way for Field Fund of the New Albany Community Foundation Westerville City member of the Harvest Chapel structures such as aircraft, Foundation donors to respond to the Schools International Church and the Central Ohio Anglers spacecraft, and ships. Bryan’s needs of central Ohio choice food The New Albany Athletic Booster Baccalaureate and Hunters Club. Ray passed away career in aerospace engineering pantries and community kitchens. Club established this fund to support Parents and volun- in 2012 at the age of 55. and research included positions at In November 2012, the Foundation the installation of the turf field in the teers established the Aeronautical Research Institute issued a Critical Need Alert for New Albany High School stadium. this fund to support of Sweden, University of Virginia, Hunger, which raised more than The field, dubbed Veterans Field, is the Westerville City Whittaker Corporation in California, $325,000 to increase the capacity named in honor of those who have Schools Interna- Stanford University, and Washington of storage and refrigeration for fresh served and currently serve in our tional Baccalaure- University in St. Louis, before he fruits and vegetables. armed forces. ate program, a comprehensive, two- joined Battelle for the remaining 20 year international curriculum that pro- P aul and Jennifer Naumoff years of his career. He passed away T he Huntington Bank Fund of vides students with the skills and atti- the New Albany Community Family Fund of The New Albany in 2012. Foundation Community Foundation tudes necessary for success in higher education and employment. The group Huntington Bank established this fund Jennifer and Paul Naumoff and their seeks to raise awareness of the bene- to support health, wellness, safety, four children established this fund to fits of the program, encourage enroll- and educational initiatives in the New support and encourage continued ment, and sustain the program by sup- Albany community and its surrounding growth and excellence in the New plementing district general funds with areas. Albany community. private funding.

26 The Columbus Foundation Annual Report 2012 27 DES IGnated FUNDS ORGANIZATION ENDOWMENT FUNDS Donors support specific charitable organizations that they identify to receive grants. Nonprofit organizations and individuals create this type of fund to protect the capital of the organization and help it meet future needs. The fund can provide a relatively constant source of income and demonstrate security and long-term financial planning.

7 275 $192,396,318 $10,000–$28,752,017 18 277 $84,914,333 $10,000–$6,096,289

2012 designated total designated market value of designated funds market value range 2012 organization total organization market value of organization endowment market value range funds funds (As of December 31, 2012) endowment funds endowment funds funds (As of December 31, 2012)

Naomi J. Blodgett N orma E. Grener B eatrice Pearce Shepard Arc of Appalachia–Highlands D enise and Barry Blank Tree C olumbus Public Art Nature Sanctuary Endowment Fund of the Bexley Community Naomi Blodgett established this Norma Grener retired from Columbus Longtime Columbus Foundation Foundation This fund was fund through a bequest. She passed City Schools in 1975, where she donor Art Shepard established The Arc’s mission established with Denise and Barry Blank are longtime away in 2012. A graduate of The taught many grade levels, and this fund in memory of Columbus is to preserve, the assistance residents of Bexley, and supporters Ohio State University with a master served as the principal at Westgate native and first wife, Beatrice. The restore, and of the Capital of its beautification program. This of science in home economics, Elementary School. She traveled couple married in 1936 and lived in reunite the Crossroads fund will support tree planting and Naomi was a schoolteacher and extensively, and was a member Newark. Beatrice was a ballet dancer greater Special related educational and community an educator in business. She of the American Association of and taught with Jorg Fasting, the Appalachian Improvement outreach programs in the city of was a member of the Clintonville University Women, Delta Kappa Norwegian ballet master formerly Forest through District to support Finding Time: Bexley, in coordination with the Woman’s Club and the Worthington Gamma, and Pi Lambda Theta of the Ballet Russe de Monte education, land acquisition, and Columbus Public Art 2012. Bexley Beautification Fund tree Presbyterian Church. Naomi was for more than 50 years. Norma Carlo, who founded Capital City enduring stewardship— protecting Contributions supported Finding projects. originally from Ashland County. established a Charitable Gift Annuity Ballet in Columbus. Art grew up in the forest’s magnificent biodiversity, Time and will be used for future beauty, and balance. Today, the Arc as well as a planned gift through Cambridge, migrated to Columbus in D olores M. Bower & Dorothy M. public art projects in the city. N ewton A. and Eleanor Thompson her will to benefit The Columbus 1929, and began an extensive career manages 5,000 acres of natural Bower Memorial Fund for The ALS Brokaw Designated Foundation. She passed away in in insurance. He has also included areas in south central Ohio. Since Association Central & Southern Cn o way Center for Ohio Chapter Family Business Newton (Newt) Brokaw was a 2012 at the age of 99. the Foundation in his estate plan. 1995, it has acquired and protected graduate of the University of This fund will support BalletMet. 80 separate parcels of land in 14 The Conway Cincinnati. He retired as president of H oward Ross and preserve regions. Each year, the Arc Buckeye Trail Greatest Needs Center for Family the Columbus Industrial Association. Mary Shannon Mitchell B ette Wallach Endowment specializes in offering courses to the As the leader Business is a Newt served many associations Mary Mitchell and Howard Ross Bette Wallach public in forest ecology, in building, nonprofit and organizations during his life, established their planned gift was born in conservation, and stewardship. maintaining, organization including the Payors Council of the in 1993 through a Charitable Columbus, and protecting, and celebrating its B exley Public Library Endowment Franklin County Coalition for Cost Remainder Trust. Mary, a junior graduated from promoting Ohio’s 15th anniversary. Effective Health Services, the Ohio high school teacher, volunteered East High School Thanks to the State Trail for The center provides peer groups, Governor’s Advisory Committee with many organizations including and Lake Erie generosity of an more than 50 educational resources, and programs for OSHA and Disabled Persons, the Pleasure Guild, The Childhood College in anonymous years, the Buckeye Trail Association to help family business members and the Columbus-Franklin County League, Children’s Hospital Twig, Painesville. She was one of the first donor, supporters (BTA) has envisioned and success- continue to be successful and Private Industry Council. Eleanor, his and the Columbus Cancer Clinic. employees of Lustron Corporation of Bexley Public fully created a one-of-a-kind hiking transition their businesses to the wife, passed away in 2012 at the age She passed away in 2005. Howard, and one of the last to be terminated Library now have experience for 1,444 miles around next generation. Founded by Dick of 88; Newt passed away in 2008 at who passed away in 2012, was in a when the plant closed–25 years the opportunity the state for all to enjoy. This fund Emens and Bea Wolper, partners in the age of 80. private medical practice for more later. She was later employed as an to make a lasting contribution to the provides the BTA with the flexibility the law firm of Emens & Wolper, the than 40 years and retired in 1994. executive assistant for Ohio library. The fund will help advance to continue daily operations, center serves more than 10,000 D onna J. Buchan He volunteered at the Columbus Educational Telecommunications the library’s mission to enlighten, including purchasing materials for central Ohio employees. Donna Buchan provided for this fund Medical Association’s free clinic, Network. Bette was active with the engage, and inspire a community of trail structures, highlighting Ohio’s through her estate plan. She was an VoiceCorps Reading Service, and Women’s Board of the Columbus lifelong learners. Established in 1924, Buckeye Trail to visitors and local airline stewardess for 36 years with the Bexley Historical Society. Mary Museum of Art, The Childhood Bexley Public Library serves as a community members, and managing Eastern Airlines. Donna passed away and Howard had four children and League, and Columbus Symphony. community learning center and and supporting our inspiring grass in 2011 at the age of 78. nine grandchildren. Bette enjoyed world travel in her gathering place by providing access roots volunteer corps. later years. She passed away in 2012 to resources, programs, and services at the age of 96. for children, teens, and adults.

28 The Columbus Foundation Annual Report 2012 29 R on and Janice Cook Fund Jack and Betty Anne Jeffrey S ecular Student Alliance for Early Music Scholarship Fund of the S CHOLarshIP FUNDS Worthington Christian Schools The Secular Established in 1980, “Early Music Foundation Student Alliance This fund type is used by donors to help students achieve their educational goals through scholarships or awards. in Columbus” is a concert series Lillian A. St. Clair Fund of the is a national Donors are involved by defining candidate eligibility, selection, and award use. dedicated to the music of the Middle Worthington Christian Schools umbrella Foundation Ages, Renaissance, and Baroque. organization Ron Cook and his wife, Janice, Warrior Fund for Facilities of the Worthington Christian working tirelessly are members of the performing Schools Foundation to create a future $ $ $ ensemble, The Early Interval. Each 6 201 54,524,804 10,000– 24,616,124 Worthington Christian Schools in which secular students are year “Early Music in Columbus” (WCS), a K–12 college preparatory respected voices and vital partners 2012 scholarship total scholarship market value of scholarship funds market value range presents a series of concerts school, was founded in 1973. in the secular movement’s funds funds (As of December 31, 2012) featuring the finest national and Today, WCS has evolved into a advancement of critical thinking and international artists who specialize in three-campus school, recognized rationality. the music of these periods. nationally for academics, athletics, S tratford Ecological and the arts. Worthington Christian North Community Evangelical Center, Educational Farm, R yan Andrew Beavers M argaret L. and Paige D. R osenberry Family Scholarship Lutheran Church Trust Schools Foundation established and Nature Preserve Memorial Scholarship Myers Scholarship St. Joseph Montessori School North Community Evangelical three funds to provide scholarships Stratford Ryan Beavers, John and primary teacher Kathy Koehler, Lutheran Church was established to current students for the WCS’s Ecological Center a 2009 Hilliard Suzanne and former teacher Michelle Getz, in 1947. Over the years, the church Senior Missions Trip; for WCS is a nonprofit Davidson High Smucker established this fund to provide has been a broad supporter of operation expenses; and to maintain educational School graduate, established this tuition assistance for families community programs, sponsoring buildings and improvement of its organic farm and was active in fund to honor experiencing financial hardships more than three dozen refugees, facilities. Its mission is to develop nature preserve soccer, band, Suzanne’s due to a life-threatening illness or and working with Faith Mission, Christ-minded students as they on 236 acres in and computer parents. It will life-altering condition. The motivation Habitat for Humanity, American Red engage in the intellectual, creative, Delaware County. The center is science. He was a junior at the provide scholarships for students began with battles of cancer Cross Blood Drive, and Clintonville and physical pursuit of truth. dedicated to the education of University of Illinois studying from Medina County. The Smuckers experienced by Brenda Rosenberry Resource Center. The fund will children and adults in understanding M otts Military Museum, Inc. computer science when he passed have two additional scholarship and her daughter, Jill, who is in continue its efforts. relationships between living things away suddenly in 2012. Ryan, an funds with the Foundation that were Motts Military remission. Brenda passed away and their environment. Visitors can incredibly positive young man, made established in 1989 and 1992. John Friends of Ohio History Museum was in 2011. explore nature trails, gardens, new friends easily and cherished old and Suzanne reside in Manchester, founded in The mission of the Ohio Historical greenhouses, and the livestock and ones, strived for excellence, and Michigan. H elen Marie Wickham Society is to spark discovery of Ohio 1987 by Warren farm operation. Stratford also offers embraced difficult tasks. As an organ Helen Wickham established this fund history and help people connect E. Motts of workshops, classes, tours, and in- C . Henry and Naomi B. Peterson donor, Ryan’s life continues to touch through her estate plan, which will with Ohio’s past to understand Groveport. season farm products for sale. many lives. This scholarship fund will Clarence Henry (Hank) Peterson provide scholarships to graduates the present and create a better Its mission is help Hilliard Davidson students was born, raised, and worked as a of Columbus East High School. She future. The organization protects to educate the public on the Y outh and Recreation Fund of the Bexley Community studying music education or mechanic and ranch hand in San was a graduate of Columbus East Ohio’s treasured historical sites and importance of America’s military past Foundation computer science achieve their Luis Valley, Colorado. After teaching High School and Bliss College. irreplaceable artifacts, provides through the documentation, This fund will dreams. mechanics in Georgia and serving Helen, predeceased by her husband, inspiration to the next generation of collection, interpretation, and support unique in Austria during World War II, Hank Gerald J. “Wick” Wickham, passed history lovers by supporting history preservation of tangible artifacts and R honda Bogue Dodrill recreational earned a mechanical engineering away in July 2011. education, shares Ohio’s stories personal stories of the men and Educational Scholarship programs, degree from the University of through innovative exhibits, and women who served and are serving projects, Colorado in Boulder. He met and maintains one of the finest historical in the United States Armed Forces. activities, and married Naomi and relocated to repositories of its kind in its archives/ facilities that Columbus, where he became a library. This endowment fund will benefit the Bexley community. patent agent. He was a member of help preserve, promote, and teach Covenant Presbyterian Church and Ohio history. the Northwest Garden Club. Naomi predeceased Hank, who passed away in 2010. This fund will provide scholarships for those who would be unable to begin or continue their college education.

30 The Columbus Foundation Annual Report 2012 31 DONOR ADVISED FUNDS M argaret Brown Memorial back to the nonprofit sector, and will 1999. As an energetic coach, he Karen Clancy created this fund in support a variety of nonprofit has developed a special interest in Flexible and convenient, this is the number one fund choice for many donors. With Donor Advised Funds, the donor memory of her mother, Margaret organizations in its fundraising the older adult client. Currently, he receives an immediate tax deduction when they establish the fund, but can take their time in selecting the charities to Brown, who was passionate about efforts. donates his time as the creator and receive grants from the fund. helping those less fortunate. leader of group exercise classes Honoring Margaret’s 11 years of S helia Smith Davis Family specifically designed for people volunteer work in Gahanna Schools, Formerly a New Albany resident, with Parkinson’s disease. He is the $ $ $ the fund will support a variety of Shelia Smith Davis now lives in author of two books and two videos 85 736 426,557,172 10,000– 122,05 7,390 purposes, including scholarships Naples, Florida. She transferred on the same subject. He will utilize charitable assets from the this fund to support education and 2012 donor advised total donor advised market value of donor advised funds market value range for elementary school students to funds funds (As of December 31, 2012) attend a summer science camp and Community Foundation of Collier programs of exercise for Parkinson’s clothes and school supplies for high County to establish this fund. patients, caregivers, and medical school students in need. professionals. This fund was S teven and Lynnda Maria established with a generous gift from B urgdoerfer Family Davis Family Millard Cummins. Anasis Family has two sons—Adam, and Nathaniel, B ob Evans Farms Foundation Stuart Burgdoerfer is executive vice Steven Davis, chairman and CEO of George and who is married to Eve and has a son, Bob Evans Farms president and chief financial officer Bob Evans Farms, holds a bachelor’s E lford Foundation Jan Anasis Max. The family resides in Bexley. started in 1948 at Limited Brands. A graduate of degree from the University of Elford, Inc. is established this Their fund will support the arts, when Bob Evans Indiana University and The Kellogg Wisconsin and an MBA from the the oldest fund to expand education, and other community began making Graduate School of Management University of Chicago. Lynnda Maria and largest their charitable organizations in which family sausage in at Northwestern University, he has a bachelor’s degree from the locally owned interests both members are actively involved. Gallipolis. Today, serves on the boards of Progressive University of Illinois and an MBA from commercial locally and there are nearly Insurance Corporation and KIPP Northwestern University. The couple construction internationally. They hope to create William P. Blair, III Foundation 600 full-service restaurants, as well (Knowledge Is Power Program) of has chosen to focus their giving on company in an opportunity for their children and William (Bill) Blair as a complete line of retail food Central Ohio, and is involved in a healthcare, particularly diabetes, central Ohio. Edward (Pop) Elford, future generations to experience the and business products. Bob Evans Farms number of other community and behavioral health, and cancer; an English immigrant, founded the power of positive impact. George is partner, William established this fund to support the charitable activities. Laney, his education and learning; and specific company in 1910. Honest service and the president and CEO of Skyclimber Joseph, started company’s charitable goals. wife, has finance and accounting arts organizations. Steve and Lynnda integrity are the same values carried LLC in Delaware. The couple has four the lobbying degrees from the University of Maria have lived in the Columbus on by his son, Harold (Fat) Elford, and children and resides in New Albany. organization Ohio B oord-Wyatt Family Oklahoma. Previously employed area since 2005 and have three daughter-in-law, Mary Elford. After Citizens for the by Bank of America as a vice daughters. Harold’s death, Mary was the first G eorge Barrett and Deborah Arts, in 1976. A graduate of The Ohio Boyd W. Bowden, D.O., president in corporate and private woman to run a construction Neimeth Community Garden Award State University Moritz College of banking, she is an active community T om and Lynn Davison company in Ohio. Tom (T.C.) George Barrett grew up in Law, Bill is a passionate advocate Boyd W. Bowden, volunteer with many organizations Tom Davison is a senior financial Fitzpatrick, who began with Elford as Connecticut and is the chairman and ambassador for OSU. For more D.O., was a including the Columbus Metropolitan advisor with Summit Financial a water boy and rose to become and CEO of Cardinal Health. His than 40 years, he has represented highly respected Library, the board of Celebration of Strategies, Inc. He is a graduate paymaster, general superintendent, wife, Debbie Neimeth, is the owner Ohio’s arts and public broadcasting orthopedic Learning, The Homeless Families of Duke University, and holds a and finally CEO and chairman, also of Happy Go Lucky, a lifestyle store organizations and many other surgeon, mentor, Foundation, and is an elder at New doctorate from The Ohio State carried on these same values. featuring custom furniture, home nonprofit interests, including state and teacher. He Albany Presbyterian Church. Stuart University. Lynn recently retired décor, gifts, and jewelry. The couple and federal government. Bill served the health and Laney are the parents of three as vice president of Information E lks’ Theatre Endowment has three children and lives in supports social services, education, needs of the community for more children and reside in New Albany. Management at Battelle Memorial German Village. healthcare, and the environment, than three decades. Dr. Bowden was Institute. She has degrees from Forsythe Family serving on many civic and nonprofit devoted to his family and community, C ramer & Associates Foundation Duke University and The Ohio State Robert and Linda Forsythe are Beeler Family boards locally, regionally, and and was passionate about gardening Michelle Cramer, University. Tom and Lynn live in residents of Dublin. Robert is a Jack Beeler is nationally. and wellness. The Osteopathic CFRE, is Worthington. pediatric allergist and immunologist an attorney and Heritage Foundation, in collaboration president and at Riverside Pediatrics Associates. partner at Porter Blom Family with the Bowden family, established Melanie and Mike DeAscentis CEO of Cramer Family Linda is a nurse anesthetist. Wright Morris & David Blom, a graduate of The this fund in memory of Dr. Bowden, & Associates, a Arthur LLP, Ohio State University and George who served as a foundation director. Mike DeAscentis is the founder and M arcia G. Goldberger consulting firm CEO of Lifestyle Communities, a real maintaining Washington University, is president The Bowden Award supports specializing in a general and CEO of OhioHealth. He Franklin Park Conservatory’s estate development company. He nonprofit fundraising and manage- and his wife, Melanie, have three corporate practice with an emphasis is a member of the Governing Growing to Green Program and ment. The firm assists philanthropic on international business trans- Committee of The Columbus community gardeners who are children—Madelyn, Mike, and Mara— organizations by conducting and reside in New Albany. actions and affordable housing. Foundation. David and his wife, making a positive impact in their feasibility studies; assessments; Currently employed by The Ohio Kris, live in Westerville, and their communities. capital, endowment, and major gift D elay the Disease Foundation State Wexner Medical Center, his three adult daughters also live in campaigns; and other services. The wife, Pam, has a career in public central Ohio. David Zid is owner and president of fund will be used to support a key Columbus Health Works, a personal health and school health, which corporate tenet of the firm, giving spans nearly 35 years. The couple training company he started in

32 The Columbus Foundation Annual Report 2012 33 Jane Griffin Memorial Vocal H awk’s Locks for Kids Honor Ride Ohio, across the state Jeni’s Splendid Ice Creams Trust M ichael S. and Judith P. Krasnoff R ichard and Glenna LeGrand Scholarship Charitable A.J. and Laura Hawk established this of Ohio raising funds for multiple Created in Michael Krasnoff recently retired Jane Griffin was the director of fund, with additional contributions Veterans’ groups. This fund will 2012 for the from The Ohio State University. Richard (Dick) LeGrand established vocal music at Worthingway Middle from friends, to support children facilitate his passion to support company’s 10- He was previously employed in this fund to support charitable School, as well as the director of dealing with cancer by providing Ohio Veterans. year anniversary the finance office of R.G. Barry for interests in Columbus and Jackson. the Capriccio Youth Choir, and wigs for them during and after with a $10,000 more than 30 years. Judith retired Dick’s wife, Glenna, a retired director of music at Mountview treatment. A.J. is a former Ohio State Hooper Family Foundation gift and the from a long career as a librarian teacher, passed away in 2010. Dick, Baptist Church in Upper Arlington. football standout who currently plays Samuel J. Hooper III and his wife, company’s with BakerHostetler and previously who is retired from Oak Hill Banks, Jane’s husband, Larry, resides in for the Green Bay Packers. The Michelle R. Holdgreve, are residents commitment to fund the trust with with Grandview Heights Public resides in Jackson. Dick and Glenna Worthington. This fund will support Hawks reside in Dublin and Oneida, of Columbus. Sam is an equity the same or larger donations in each Library. Both graduates of The Ohio established a planned gift through the Capriccio Vocal Ensemble. Jane Wisconsin. trader at Diamond Hill Investments. of the next 10 years, the trust will be State University, they are active The Columbus Foundation in 1996. passed away in 2011. Michelle is the government relations used to hold funds for disbursement community volunteers with many L loyd and Short Half Century H eart Hope Foundation director at the Ohio Veterinary after the trust has grown in size and organizations, including the Ohio S andra Harbrecht Ratchford Medical Association. The couple’s can meaningfully impact important Historical Society. Judy is also a Joan Lloyd and Beth Short have Sandra Harbrecht fund, established to support community efforts. The trust is graduate of Northwestern University. been close friends since childhood Ratchford is education and other community- designed as an extra thank you to The Krasnoffs reside in Bexley. and grew up in Marion. They were president of based charitable interests, will also the community beyond the raised with an appreciation for how Paul Werth foster the importance of community company’s normal charitable John N. and Beverly A. Kratz the charitable sector adds to the Family Foundation Associates, a Hoelscher Family Charitable and giving with their son, Henry, donations. quality of life for all. Joan, who lives full-service Lee and Sue as he grows and participates in John Kratz is in German Village, and Beth, who communications Hoelscher live charitable decisions. Jeremiah 29 president and resides in Grandview, established firm specializing in public relations, in Westerville Jeffrey Gibbs, DDS, is a graduate former CEO of this fund in honor of their birthdays advertising, public affairs, research, along with their H ummingbird of The Ohio State University and Information as a way to pay forward for the and digital marketing. Sandra serves two children, Jim and Christina Grote have two a dentist with the Camelot Dental Control many blessings their families have on numerous corporate and Nicholas and sons and two daughters and reside Group in Columbus. He serves Corporation received from the contributions of nonprofit boards, including Motorists Emily. Lee is in Columbus. Jim founded Donato’s on the board of C.R.A.C.K. House (ICC), one of countless nonprofit organizations. Mutual Insurance Company, The employed by Navigator Management Pizza on Columbus’ South Side in Ministries, a ministry that focuses Ohio’s largest, privately held K evin and Cindy McDermott Davey Tree Expert Company, The Partners, LLC, a business and 1963. They plan to support projects on the treatment and victory over information technology services Columbus Club, Experience technology consulting firm. He is for the South Side, as well as other crack addiction. Dr. Gibbs and his firms. He has actively promoted and Kevin McDermott is a partner in Columbus, and The Ohio State also the endowment committee charitable interests. family have participated in numerous implemented information technology the Columbus office of Barnes & University Fisher College of Business chair for Peace Lutheran Church in medical mission trips to Central in central Ohio for many years Thornburg, and a member of the Dean’s Advisory Council. Sandra Gahanna. Sue works for HMB, a Humphrys Family America and South America. He and through his involvement in several firm’s Litigation Department. He is and her husband, Robin, reside in technology consulting firm, and Scott Humphrys is a retired U.S. his wife, Carol, have three sons and professional, civic, and nonprofit a graduate of Miami University and New Albany. previously worked for the tax, Army officer and an owner of Mission reside in Upper Arlington. organizations. As an alumnus of The Ohio State University Moritz assurance, and consulting firm of Essential Personnel (MEP). MEP Heidelberg University, John is an College of Law. Cindy is a healthcare John and Aggie Haslup Family McGladrey, LLP. She is also involved is the U.S. government’s leading B ill and Trisha Jordan active member of the board of consultant with Willis, a national John Haslup is a consultant and with their children’s elementary provider of translators, interpreters, Foundation trustees. He and his wife, Beverly, insurance intermediary company. Aggie is vice president for marketing school activities in Westerville. Lee and cultural advisors. Scott and Bill and Trisha Jordan are residents have been residents of Columbus for Cindy and Kevin reside in Upper with Health Care Dataworks, Inc. and Sue established this fund to Kerstin, his wife, live in Upper of Blacklick. Bill received his law 30 years. They have two sons, both Arlington. They reside in Worthington. support their family’s philanthropy Arlington. degree from George Washington of whom reside in the Cincinnati University and is executive vice area, and four grandchildren. This M edical Mutual Community and plan to encourage their Investment Henry Hauser Family children’s interest in philanthropic Jack Rees president at DSW, Inc. Trisha is fund will support education The Community Henry Hauser efforts as they get older by including Friends of Jack Rees collaborated associate pharmacy director, resources and financial assistance Investment Fund is senior vice them in grant decisions. to establish this fund in his honor. University Hospitals, at The Ohio for students with an emphasis in is the second president for Jack was a graduate of Otterbein State University. They have three science, technology, engineering, fund Medical investments at Honor Ride Ohio University, an avid golfer, and a children. and mathematics (STEM). Mutual has UBS Financial Todd Reigle member of the Ohio Fast Pitch K elly Kelleher James Laurinaitis opened with Services, Inc., is the director Softball Hall of Fame. He was The Columbus and serves on of marketing married to Verna Rees for 66 years James Laurinaitis is a linebacker for Kelley – 878 Foundation. This fund is the the board of Dawes Arboretum and at Goodwill when she passed away in 2013. the St. Louis Rams of the National company’s primary source for Columbus Academy. A graduate of Columbus. Jack also passed away in 2013. They Football League. While attending Kids Here and There charitable contributions in central Connecticut College, Henry has a Outside of the have three children. This fund will The Ohio State University, he Ohio. The first fund, opened in 2008, daughter and a son and lives in office, he is assist softball and golf programs by Hannah Wexner established this received numerous awards, including is a Field of Interest Fund, whose Columbus. active in many Veteran-related providing facilities, instruction, and fund to support kids both “here” in three-time consensus All-American activities, including flying World War opportunities for underprivileged central Ohio and “there” in Africa. and Big Ten Defensive Player of the specific charter is to support health II Veterans to Washington, D.C., with kids to participate. Year. He resides in St. Louis and and wellness initiatives for Franklin Honor Flight Columbus. He also Dublin with his wife, Shelly. County youth. Medical Mutual is the organizes an annual bicycle ride, oldest and largest health insurance company headquartered in Ohio,

34 The Columbus Foundation Annual Report 2012 35 and one of the first in the country, L ionel and Denise Nowell R ound It Up America® John S. and Elizabeth Sokol wife, Sandra (Cookie), are the Wells Family Family Foundation Rusty Bucket Family Foundation having been established in 1934. parents of one son and three William (Bill) and Jackie Wells Lionel and Founded by John Sokol is daughters and have twelve established this fund to continue MGF TOUCH Foundation Denise Nowell leaders in the the chairman, grandchildren. This fund will help their generous community giving. MGF Sourcing’s primary focus is reside in restaurant CEO, and research for Creutzfeldt-Jakob Bill and Jackie are trustees of the to volunteer within organizations Cos Cob, industry, Round It president of the Disease, a rare neurological disease William H. Davis, Dorothy M. Davis internationally that serve women Connecticut, and Up America® was Ohio Indemnity that ultimately cut Tom’s life short. and William C. Davis Foundation, and children in the prevention and established their formed to effect Company and is a Supporting Foundation of The elimination of human trafficking foundation to change across a member of the A lfred and Mary Ann Stockum Columbus Foundation. Jackie and and slavery. This fund will support enhance the lives of underprivileged the United States through charitable Young Presidents’ Organization. He Alfred Stockum, Bill are residents of Galena. empowerment, health and welfare, children by supporting organizations giving. Participating in this initiative, is a former board member of the M.D., a graduate education, prevention, and that emphasize educational and the Rusty Bucket Restaurant and Central Ohio Transit Authority and of The Ohio State Williams Family assistance relating to these efforts. economic empowerment. Author of Tavern established this fund to have Recreation Unlimited. Elizabeth (Liz) University (OSU) James K. (J.K.) Williams, III and the self-help book You Are Better a direct philanthropic impact on the was formerly employed as an College of Shirley Williams reside in Blacklick. John T. Mount Family Foundation Than Your Best and a graduate of communities in which they do attorney with Vorys, Sater, Seymour Medicine and a J.K. works with his father, James John Mount served as a member The Ohio State University, Lionel business. Rusty Bucket’s guests and Pease and with the Ohio radiologist at Kirk Williams, Jr., at Kirk Williams of The Columbus Foundation’s serves on the board of directors of have the opportunity to round up Petroleum Marketing Association. OSU for 31 years, was named Company, Inc., a mechanical Governing Committee from 1963– America Electric Power, Bank of their purchases to the nearest dollar, She volunteers for the Up On the associate professor emeritus at contractor, specialty fabricator, and 1972. Beginning in 1960, he held four America, Reynolds American, and allowing for small, potentially Roof event for The James Cancer retirement. Mary Ann retired from mechanical services company. Their different vice presidency positions the OSU Fisher College of Business. frequent giving. Hospital. Together, John and Liz OSU hospitals as a registered nurse fund is intended to support the at The Ohio State University—for The couple has four adult children support Pelotonia, the I Know I Can and diabetes clinical specialist. She family’s philanthropic interests. the university, for educational and five grandchildren. Jim and Molly Ryan Family Founders’ Scholarship, Nationwide volunteered with the Ohio School for Children’s Hospital, Big Brothers Big E dward and Ellen Yen Family services, for student life, and for Jim Ryan, a graduate of the the Blind marching band as a march K rista and Bret Parrish Sisters, The Ohio State University, regional campuses. John retired in University of Virginia and Capital coordinator. Alfred passed away in Edward (Ed) Yen has been a Bret Parrish is the managing director Denison University, Vanderbilt 1983, but still volunteers as senior University School of Law, founded 2013. financial advisor since 1979. He of Private Client Group for Johnson University, The University of Virginia, volunteer associate for university First Ohio Planning, LLC in 1979. is a graduate of the University of Investment Counsel. Bret, his wife, The College of William and Mary, S haun Stonerook Foundation advancement, and holds the titles of His wife, Molly, is a graduate of the Minnesota and a member of The Krista, and their children, Paige and Columbus School for Girls, and The professor, dean, and vice president University of Cincinnati. The couple Columbus Foundation’s Professional Andrew, live in Hamilton. Wellington School. John and Liz live Matt Turney emeritus for regional campuses. He has been involved with TWIG, Council. Ed is an active community in Upper Arlington and have two and his late wife, Bertha, had one Nationwide Children’s Hospital Matt Turney volunteer and serves on the board James M. Redman daughters and one son. daughter, Marilyn, who passed away, boards, League Against Child Abuse, attends Southern of Columbus College of Art and Having devoted his entire life to and three sons, Thomas, John, and and The Childhood League, as well Methodist Design. Ellen is also an active farming in Logan County, James Judi and Jim Stillwell Legacy Donald. John resides in Dublin. as many other organizations. Jim and University in community volunteer serving on (Jim) Redman created this fund to Molly have a son and daughter and Judi and Jim Dallas and is a the Women’s Board of the Franklin M uchnicki Family encourage young people to pursue live in Bexley. Stillwell created member of the Park Conservatory and as a member E. Dennis farming as a career. Jim and his wife, this fund to Sigma Alpha of the Little Garden Club, as well Muchnicki Susie, live in Huntsville. C arla Sokol Donor further the “Spirit Epsilon social fraternity. He is a as other organizations. Their fund established this Carla Sokol is of Columbus” graduate of Columbus Academy. may support the arts and women’s, fund in memory Ann Richens Memorial His parents, Sharen and Charles, Scholarship an experienced and to support children’s, and environmental causes of his wife, Carol, organizations and reside in New Albany. A friend of in the central Ohio community and Ann Richens was triathlete and who passed projects in the arts; address hunger Matt’s established this fund to elsewhere. Ed and Ellen have three an Irish dance owner of Events away in August in our community; benefit youth and support Matt’s charitable interests. children and live in New Albany. teacher who Plus Racing. Her 2011 from pancreatic cancer. Dennis empower women and girls; and made an philanthropic is an attorney in Dublin whose focus on neurofibromatosis research/ Tw in Rivers Chapter of the Links immeasurable interests include Incorporated Jeanne L. Bowen specialty is immigration law. treatment, easing the lives of those contribution to support for the arts, environment, and Eleanor DeLoache Brown and healthcare. affected by the disease. Scholarship Jane and Peter Mykrantz the Irish culture in Twin Rivers Chapter of the Links, the Columbus area by establishing T homas E. Stivison Research Columbus’ first Academy of Irish Incorporated is an organization of Thomas (Tom) Dance. Among the thousands of women of African descent linked Stivison was students that Ann taught over the in friendship and committed to president of years, numerous students have gone improving their lives and the lives of the Columbus on to become national and world others. These women collaborate Equipment champions, professional Irish with community organizations to Company where dancers, and/or Irish dance teachers. develop programs and sponsor he worked for 41 Ann passed away in 2011. This fund projects in the arts, social services, years. His business associates, will provide scholarships for Irish health improvement, and education. family, and friends established this dance students. fund in his memory. Tom and his

36 The Columbus Foundation Annual Report 2012 37 Commun ity 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.

8 136 $54,608,640 $10,000–$15,725,411

2012 community total community market value of community foundations, inc. market value range foundations, inc. foundations, inc. funds (As of December 31, 2012) funds funds

ORGANIZATION ENDOWMENT FIELD OF INTEREST FUNDS DESIGNATED FUNDS FUNDS

A leris Fund of the Teays Valley F indlay Rotary Foundation, Inc. P ickaway HELPS Fund of the E llen North Dunlap Fellowship D orothy Updyke and Educational Foundation of the Pickaway County Community Fund of the Pickaway County Elsie M. Updyke Pickaway County Community The Rotary Club of Findlay was Foundation Community Foundation Foundation founded in 1920 through the untiring A graduate of The Ohio State Pickaway Shirley Dunlap Bowser established University with bachelor’s and Aleris Rolled efforts of Bill Houck, manager of HELPS (Higher this fund with the Pickaway County master’s degrees, Elsie Updyke was Products Inc. the Boss Glove Mfg. Co. This fund Education Community Foundation in honor of a life member of The Ohio State is an aluminum will support a charitable gift annuity Learning Partners her late mother, Ellen North Dunlap. University Alumni Association, Inc. fabricating program and its philanthropic work in for Students) is The fund will support the Ellen North and an avid football fan. She taught company located the community. a countywide Dunlap Fellowship Endowment of the school for 40 years at Madison, near Teays Valley K iwanis Club of Ashville Howard college access Mortar Board National Foundation, Walnut, and Circleville elementary High School in Hosler Scholarship Fund of program working to make education an honor society that promotes the schools. A resident of Ashville, Elsie Pickaway County. The company the Teays Valley Educational beyond high school possible for all ideals of scholarship, leadership, and her sister, Dorothy, were avid recently completed a large Foundation of the Pickaway County Community Foundation residents of Pickaway County. The and service, and encourages travelers. This fund supports Trinity expansion and received a tax initiative is a collaboration among lifelong contributions to the global Howard Hosler Lutheran Church in Circleville where abatement. The fund was the Pickaway County Board of community. It began as the first- was a charter Elsie was a longtime member, and established to support the school Commissioners, all four county ever national organization honoring member of the Trinity Lutheran Seminary. Elsie district over the next 10 years. school districts, and the Ohio senior college women. Ellen was a Kiwanis Club of passed away in 2011, Dorothy in College Access Network. Services dedicated member since her college U nrestricted Fund of the Ashville. The 2002. include early awareness of the days, and was later joined by a Berger Health Foundation of Kiwanis Club the Pickaway County Community benefits of higher education; daughter and a granddaughter as established this Foundation exploration of career and education Mortar Board members. fund to honor him. The Berger choices; one-on-one assistance with

Health System college planning and the financial aid S avings Bank Fund of the Pickaway County Community is the largest process, including award of “first Foundation health system generation” scholarships; and any The Savings in Pickaway related support needed to remove Bank established County. The barriers to higher education. this fund in honor Berger Health of its 100th Foundation, through the Pickaway anniversary. County Community Foundation, Stephen Gary, established this fund to support the president and community’s pressing health and CEO of the bank, is a community wellness needs. leader and a longtime supporter of the Pickaway County Community Foundation.

38 The Columbus Foundation Annual Report 2012 39 legacy society supporting foundations

The Legacy Society recognizes those individuals who have let the Foundation know they plan to leave a gift to the community through a bequest, trust, life insurance policy, retirement fund, or Charitable Gift Annuity.

More than 700 planned gift donors are members of The Columbus Foundation’s Legacy Society, which entitles members to participate in a wide range of Foundation events, activities, and initiatives. 29 $420,266,955 $24,758,571

number of supporting foundations combined supporting foundations market combined 2012 grants paid value (As of December 31, 2012)

2012 New Planned A Supporting Foundation offers a practical solution for their goals. Just as donors turn to professional advisors Gift Donors donors interested in a private foundation who also want for their business, investment, and legal matters, the advantages of “public charity” status, as with a fund they trust The Columbus Foundation’s expertise and Anonymous (14) within The Columbus Foundation. Through the creation knowledge to assist with their charitable giving. Shirley Dunlap Bowser of a Supporting Foundation, donors experience the autonomy of having a separate foundation and have the In 2012, Supporting Foundations collectively paid nearly R. Jeff and Kathleen M. Chrisman opportunity to involve their entire family or corporate staff. $25 million in grants to support the nonprofits and Robert S. Coleman programs they care about most. Since 1976, when the Each Supporting Foundation is driven by the causes Columbus Youth Foundation became the first Supporting Patricia S. Eshman, J.D. important to its donors, and is guided by their philan- Foundation at The Columbus Foundation, Supporting Victor A. Feldmiller thropic spirit. Our staff provides all the personalized Foundations have received more than $590 million in professional services needed to help them accomplish gifts and distributed more than $360 million in grants. Adalene S. Flechtner* 717 44 Lee Fredette and Michelle Gubola Virginia D. Granat* N umber of planned gift donors who are Number of new planned gifts CURRENT SUPPORTING FOUNDATIONS members of the Legacy Society Mark Kautzmann Charles A. Kerwood Anonymous (2) John B. and Dareth Gerlach John H. McConnell Foundation Foundation Michael S. Krasnoff Battelle Charities Meuse Family Foundation John J. and Pauline Gerlach John D. Lohrman Central Benefits Health Care Moritz Family Foundation Foundation Foundation Lee McCorkle Roush Family Foundation $ Greer Foundation Columbus Youth Foundation 23,211,413 Gerard J. and Margaret A. Nuovo James A. and Kathleen C. Rutherford Hinson Family Trust Community Gifts Foundation Foundation T otal amount in planned gifts communicated to us in 2012 Dayanand and Shila Patel Ingram-White Castle Foundation Crane Family Foundation The Shackelford Family Foundation Peter Planisek Kidd Family Foundation William H. Davis, Dorothy M. Davis Siemer Family Foundation Douglas L. and Marjorie C. Reidel and William C. Davis Foundation Arthur and Sara Jo Kobacker, Alfred Robert F. Wolfe and Edgar T. Wolfe Karlon G. Roop and Ida Kobacker Foundation Dominion Homes—Borror Family Foundation $ Larry and Cheryl Simon Foundation Limited Brands Foundation 843,703,615 Elaine and Eugene Stevens Paul G. Duke Foundation Marsh Family Foundation T otal of future planned gift expectancies Joseph D. Wisne and The FG Foundation Raymond E. Mason Foundation Bridgette Mariea

*deceased

40 The Columbus Foundation Annual Report 2012 41 W iLLIAM H. Davis, Dorothy M. Davis and William C. Davis Foundation a lasting impression

family tradition of philanthropy lives on

W illiam D. Wells in the Dorothy M. Davis Showhouse at Franklin Park Conservatory

When William D. (Bill) Wells took the stage at The stepson, William C. Davis, established a Donor Advised at Ohio State’s Wexner Medical Center, and Bill Davis After beginning its support of Franklin Park Columbus Foundation’s Davis Hall during an event in Fund in 1988, and then provided funds in his estate to be Stadium, a 4,450-seat baseball stadium that Dottie Conservatory with grants for educational and agricultural December 2012, he could hardly contain his excitement. used for charitable purposes, from which Dottie created reveled in during a construction walk-through just programs, the Davis Foundation provided critical funding The event, attended by friends and nonprofit leaders the Supporting Foundation. She oversaw the foundation before her passing. It has also shown its community for the exhibition and purchase of the Dale Chihuly to celebrate the William H. Davis, Dorothy M. Davis and until she passed away in 1996. Bill, a founding board spirit through consistent and generous support of The collection, which opened to the public in 2003. It went on William C. Davis Foundation’s upcoming 20th anniversary, member, became president and has carried on the family Columbus Foundation’s shared investment opportunities, to support the Conservatory’s capital campaign and, in was a festive one. But Bill, chairman and president of legacy ever since. contributing to the matching pools for numerous Critical January 2012, the Conservatory dedicated the Dorothy M. the Davis Foundation, had another reason to smile. As The Davis Foundation has granted nearly $30 Need Alerts and The Big Give. Davis Showhouse in honor of Dottie. a surprise, he and Davis Foundation board members million to a wide range of nonprofit organizations since “Today, we review each grant opportunity and try to Bill feels strongly about positioning the foundation handed out twenty $20,000 grants to commemorate the its inception, including Franklin Park Conservatory, the determine where we can make the most impact for the for the future. His wife, Jackie, provides another “family” occasion, as audience members gasped, cheered, and James Cancer Hospital, Godman Guild, YMCA of Central amount of money granted,” Bill explained. “Sometimes voice on the board, and his nephew, Chase, recently wiped away tears of joy. Ohio, and Capital Area Humane Society. it is the larger organizations that will reach more people, became involved. With a dedicated board of directors A Supporting Foundation of The Columbus The foundation has funded a number of meaningful other times it is supporting the very small nonprofits who find themselves asking “what would Dottie do?” Foundation, the Davis Foundation was established in projects at The Ohio State University, including the that, if given a little bit of money, can continue to provide during meetings, he hopes the foundation’s goal of 1993 by Bill’s great aunt, Dorothy M. (Dottie) Davis. Her Dorothy M. Davis Heart and Lung Research Institute services.” supporting this community in perpetuity will live on. H

Wil l iam H. Davis, Dorothy M. Davis and William C. Davis Foundation board members: William D. Wells, chairman and president; John C. Lucas, vice chairman and treasurer; Ronald L. Whisler, vice president; Jacquelyn L. Wells, secretary; Linda B. Bowers, assistant secretary; Ralph L. Guarasci, assistant secretary; James L. Nichols, assistant treasurer; and Chase Wells, honorary trustee.

42 The Columbus Foundation Annual Report 2012 43 889 Global Solutions Fund a spiritual journey

c oUPLE embraces faith-filled giving

When John f. Lewis jr., a Columbus native, left central In 1999, the couple returned to the United States China. The couple is passionate about giving back and John is the president & CEO at BioOhio, an organization Ohio after law school to embark on an international to be closer to family and settled in Columbus. Since providing both financial and volunteer support for causes focused on job growth in the bioscience industry. Judy career, he didn’t know he would find love more than then, both have built successful careers and immersed important to them, including their church, Xenos Christian and John involve their 7-year-old daughter, Faith, in the 6,000 miles from home. But in 1996, he met his wife, Judy themselves in the community, serving on numerous for- Fellowship, and numerous international ministries. family’s philanthropy, volunteering with programs like Huang, who had immigrated to Boston at 11, but returned profit and nonprofit boards. “Being an immigrant, I’ve had a lot of people who Meals-on-Wheels to illustrate positive examples of helping to China after college for work. Established in 2011, their Donor Advised Fund, have helped me along the way. From scholarships, to others in need. “John was working in China, too, and was actually 889 Global Solutions Fund, was named for Judy’s mentors, to my church, all along the way I’ve had people “Everything Judy and I have was given to us by God,” one of my clients,” laughed Judy. “Right person, right company, a contract manufacturer that helps customers who have given to me. This is really just paying it forward,” John said. “It’s been nice to have been given more than we time.” utilize first-rate, quality manufacturing capabilities in Judy said, with John nodding his head in agreement. need. It’s just the right thing to do—to give back to others.” H

44 The Columbus Foundation Annual Report 2012 45 For nearly 70 years, the Foundation has been proud to work with donors from all walks of life—offering community expertise, personal attention, and the opportunity to connect with others who share a spirit of generosity and hope.

T hank you for partnering with us to support and strengthen the people and places that exemplify our community.

46 The Columbus Foundation Annual Report 2012 2012 financial summary

INVESTMENT PERFORMANCE Foundation’s overall asset allocation determine investment policies and AUDIT ASSETS BY FUND TYPE at the end of 2012 was approximately provide important guidance and for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc. The 2012 equity markets, while 70 percent in equities and 30 oversight. Consistent with prior years and experiencing continued volatility, percent in fixed income, money The Foundation’s Investment observing industry best practices, ultimately rewarded long-term market, and/or alternative investment Policy, formulated by its Investment The Columbus Foundation and its

investors such as The Columbus vehicles. Committee and approved by the Supporting Foundations engaged Supporting Foundations Donor Advised Foundation with double-digit returns. The Columbus Foundation and Foundation’s Governing Committee the services of an independent 27.7% 29.4% Given all of the political, economic, its Supporting Foundations have several years ago, continues to public accounting firm to perform and market uncertainty faced during consistently applied a long-term provide guidance for the many an audit of the Foundation’s records $ 2012, the S&P 500 Index finished approach to investing, including financial institutions that hold and and 2012 financial statements. 1.52 the year up 16 percent, with all of the maintaining conservative investment manage Foundation assets. The As a part of its work, the public BILLION other major equity indices posting practices with diversified portfolios. Investment Committee meets on accounting firm also conducted Unrestricted Designated similar strong gains. Financial Utilizing a longstanding balanced a periodic basis and continues to a review of the Foundation’s 10.7% 13% assets rallied despite the seemingly investment approach, particularly review investment management internal controls and reviewed Scholarship endless negative news concerning over the past five years, has resulted performance to evaluate potential their findings with an independent 4.3% the European sovereign debt crisis, in investment returns consistent investment vehicles that will Audit Committee comprised of at Organization Endowment Field of Interest 5.8% the U.S. fiscal cliff, and the slowing with and in many instances better enhance portfolio mix, reduce least one Foundation Governing 7.8% growth in emerging markets. After than traditional benchmarks, such volatility and risk, and maintain the Committee member and two other Administrative 1.3% the 2008 unprecedented market as the S&P 500 Index. In addition consistent grantmaking ability of the accounting/financial experts. declines, “staying the course” tested to evaluating asset allocation Foundation’s permanent funds, on an John Gerlach & Company the resolve of many investors. policies, each entity also continues inflation-adjusted basis. has completed its audit of both GRANTS PAID BY FIELD However, the Foundation continued to evaluate its individual spending/ the calendar year 2012 combined for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc. to accept market fluctuations as the grantmaking policies—in many financial statements for The new “normal” and to view investment instances reducing spending rates Columbus Foundation, as well as performance on a long-term basis. the underlying supporting records. Conservation, Advancing Arts in anticipation of diminished future Philanthropy, and Religion 14% Now, four years later, all of the investment returns. Copies of the comparative 16% Foundation’s unrealized loss in the This conservative approach to 2012 and 2011 combined audited Urban Affairs market value of its investments from investing assets is fundamental to financial statements, including the 5% 2008 has been reversed. the Foundation’s overall investment independent public accounting $ For 2012, the Foundation philosophy. Although the many firm’s opinion, are posted on 96.6 experienced investment returns financial institutions that the the Foundation’s website, www. Social Services MILLION Education consistent with standard Foundation utilizes to custody and columbusfoundation.org, or may be 23% 29% benchmarks/indices, and for the invest Foundation assets provide obtained by calling 614/251-4000. last five years also generated prudent and careful stewardship of results consistent with these same the assets entrusted to them, it is the standards. While the asset allocation Foundation’s Investment Committee Health does vary by fund type, the and Governing Committee that 13%

48 The Columbus Foundation Annual Report 2012 49 2012 financial highlights

$326.4 million $23.2M P lanned gifts communicated to us T otal gifts made to new and existing funds and Supporting Foundations 600 $ Number of nonprofits that have joined 843.7M PowerPhilanthropy and completed portraits

T otal of future planned gifts to date $ 7 .61%

O perating budget as a percent of asset market value

1 T otal assets 52held in 2,007 funds and 29 Supporting Foundations B seventh

A sset ranking among more than 750 community foundations in the United States

$96.6M $1.37B $1,773,778 columbus foundation donors reside T otal grants paid to 2,579 nonprofit organizations Total grants awarded since 1945 amount of scholarship grants awarded in 55 counties and 37 states

50 The Columbus Foundation Annual Report 2012 51 pro fessional council

Liam J. Hurley, MS, CFP, Roger A. Lossing, CPA, Craig S. Myers, J.D. John L. Shockley, Esq. Michael J. Zaino The Columbus Foundation has the privilege of working with CIMA, EA CFP, J.D. Myers Financial Services PNC Bank Zaino & Humphrey LPA Summit Financial The Delaware County Bank LLC Strategies, Inc. and Trust Company Lisa G. Shuneson, CPA Michael C. Zid nearly 200 professional advisors, including attorneys, financial Dennis R. Newman Whalen & Company Morgan Stanley Smith Frederick M. Isaac Harlan S. Louis Isaac Brant Ledman Barney Isaac Brant Ledman Bailey & Cavalieri LLC & Teetor Thomas J. Sigmund advisors, accountants, insurance professionals, and others & Teetor Kegler, Brown, Hill & Ritter George E. Zola John C. Lucas, Esq. Erik Niermeyer Carlile, Patchen & Murphy Charles M. Jarrett, CFP, Wiles, Boyle, Burkholder Wells Fargo Advisors Fredric L. Smith, Esq. LLP who connect their philanthropically minded clients with the CLU, ChFC & Bringardner Squire Sanders LLP Merrill Lynch Richard H. Oman Foundation’s expert resources. Ronald G. Lykins, CPA Vorys, Sater, Seymour and Beth K. Sparks, CFP Garry W. Jenkins, J.D. Ron Lykins & Company Pease LLP Raymond James & Ohio State University Moritz Associates, Inc. College of Law JeffreyD . Mackey Mark J. Palmer, J.D. Fusco, Mackey, Mathews & The Joseph Group, Inc. H. Grant Stephenson, Esq. Wayne A. Jenkins Gill LLP, Attorneys at Law Porter Wright, LLP Means, Bichimer, Matthew D. Palmer, CFP Burkholder & Baker Co., LPA Jacqueline Ferris MacLaren, The Joseph Group, Inc. David A. Swift Esq. Vorys, Sater, Seymour and W e recognize and thank our family of professional advisors who have supported the Foundation by working with clients David Johnston MacLaren Law LLC Theodore W. Paris, Jr. Pease LLP on charitable gift and estate planning strategies. We partner with professional advisors to generate the most effective Johnston Investment JPMorgan Chase Bank, N.A. Consultants, Inc. Richard J. Martin, CFP Mary Ten Eyck Taylor, Esq. philanthropy possible in our community. The Steinhaus Financial Richard V. Patchen Linda L. Kay Group, Inc. Carlile, Patchen & Murphy John Terakedis WesBanco Bank, Inc. LLP Ice Miller LLP Douglas P. Mayr, CPA Charles J. Kegler Cohen & Company Michael H. Perrini Mark E. Vannatta Kegler, Brown, Hill & Ritter Robert W. Baird & Company, Vorys, Sater, Seymour and George R. McCann Inc. Pease LLP Robert S. Keidan, CFP Fry, Waller & McCann Co Keidan Financial LPA Michael A. Petrecca Sam J. Vogel, CFP A lan S. Acker Bruce D. Bernard Thomas M. Cummiskey, J.D. Victor J. Ferguson William T. Grové Consultants PricewaterhouseCoopers Stifel, Nicolaus & Company, Carlile, Patchen & Murphy Bernard Law LLC Park National Bank Vorys, Sater, Seymour and UBS Financial Services, Inc. C. Granger McKinney LLP Incorporated LLP Pease LLP Charles A. Kerwood, III, Wells Fargo Advisors Thomas J. Bonasera Thomas W. Curry, CLU, Paul A. Gydosh, Jr., CFP CFP, ChFC Mark R. Reitz James M. Vonau Robert H. Albert, Sr. Dinsmore & Shohl LLP ChFC Frederick L. Fisher Kensington Wealth Partners, Waller Financial Planning Mark A. McLeod Kegler, Brown, Hill & Ritter Decker Vonau LLC Kagay, Albert, Diehl Curry and Co. LTD. Group, Inc. McLeod Law Office & Groeber Paul J. Breen, CPA Lloyd E. Fisher, Jr. Thomas J. Riley Larry Waller, CLU, ChFC WealthStone Jonathan D. Dargusch Porter Wright, LLP R. Matthew Hamilton, CFP Russell W. Kessler William J. McLoughlin Hahn, Loeser & Parks Waller Financial Planning Misty H. Aldrich WesBanco Bank, Inc. Hamilton Capital Kessler & Ballenger Co., LPA Metz, Bailey and Group, Inc. Campbell Hornbeck James L. Budros, Jr., CFP James G. Flaherty Management McLoughlin Paul D. Ritter, Jr. Chilcoat & Veatch LLC Budros, Ruhlin & Roe, Inc. Robert T. Deitrick, ChFC James G. Flaherty, Attorney Lori L. Kimm Kegler, Brown, Hill & Ritter Kevin A. Walsh Polaris Financial Partners Robert D. Hamilton, CFP Porter Wright, LLP Jamie P. Menges, CFP, CPA Merrill Lynch Jerry O. Allen Stephen Cartwright Michael J. Ford, Jr. P.D.S. Planning, Inc. PDS Planning, Inc. Robert M. Roach, CLU, Bricker & Eckler, LLP Sweney Cartwright & Co. R. H. Dillon, CFA J. Anthony Kington ChFC Todd A. Weber Diamond Hill Capital Clenzo B. Fox Paul A. Hanke, Esq. Taft, Stettinius & Hollister Robert D. Meyers Northwestern Mutual Life Lane Alton Horst LLC Harry W. Archer Joseph Casselli Management, Inc. Clenzo B. Fox, Attorney Porter Wright, LLP Wellls Fargo Advisors CFP, ChFC, CLU, REBC, RHU Joseph Casselli & Thomas R. Kromer, CFP T. Calloway Robertson, III, Lee A. Wendel NettWorth Financial Group Associates Harvey Dunn Robert L. Fox James A. Hardgrove Deloitte Tax LLP Timothy B. Michaels, CPA CFP Squire Sanders LLP Ice Miller LLP Wells Fargo Advisors James A. Hardgrove, Co. TimeLess Consulting, LLC Fifth Third Bank Brian S. Artz August A. Cenname LPA Kathleen E. Lach, CFM Richard D. Wetzel, Jr. Artz & Dewhirst, LLP Merrill Lynch Robert R. Dunn Lawrence Funderburke, CFP UBS Financial Services, Inc. Martha G. Miller, Esq. Barry R. Robinson Crabbe, Brown & James Bailey & Cavalieri LLC Funderburke Financials Robert D. Hays, Esq. Baker & Hostetler Richard E. Ary, CPA, J.D., Sheila A. Clark Merrill Lynch William M. Lane Sharon L. R. Miller Carol S. Whetstone LL.M. Clark & Lowe, LLC Sean P. Dunn, J.D. John F. Furniss III Steptoe & Johnson Blaugrund, Herbert & William K. Root Park National Bank Ary Roepcke Mulchaey Sean P. Dunn & Associates Bricker & Eckler Erika L. Haupt Martin, Inc. Resch and Root, LLC Andrew Coen, CPA, MT Roetzel & Andress Ted Lape Thomas R. Whitney, Esq. Jacintha K. Balch Norman, Jones, Enlow & Co. Jonathon S. Eesley Suzanne R. Galyardt Lazear Capital Partners Karen M. Moore Ronald L. Rowland The Delaware County Bank Balch Law Windsor Advisory Group The Ohio State University Edward C. Hertenstein Bricker & Eckler, LLP Vorys, Sater, Seymour and and Trust Company I. David Cohen, CLU, ChFC, Roetzel & Andress Mark B. LaPlace, CPA Pease LLP Charles H. Ballou, CFP LUTC J. Richard Emens Donald E. Garlikov GBQ Partners LLC Douglas S. Morgan Roderick H. Willcox Raymond James Financial Emens & Wolper Law Firm, The Garlikov Companies George M. Hoffman Morgan Law.co Rodger W. Schellhaas, CPA T aft, Stettinius & Hollister Services, Inc. T. J. Conger, CPA Co., LPA George M. Hoffman,LLC Scott T. Lindsey Kagay & Schellhaas, CPAs John Gerlach & Company Jack G. Gibbs, Jr. Lindsey Law Office, LLC Miranda E. Morgan Beatrice E. Wolper James H. Balthaser Jason A. Eliason, CFP, ChFC Mann & Gibbs Bryan K. Hogue Ice Miller LLP John D. Schuman, CPA Emens & Wolper Law Firm, Thompson Hine LLP Darci L. Congrove, CPA Waller Financial Planning Carlile, Patchen & Murphy Gordon F. Litt Budros, Ruhlin & Roe, Inc. Co., LPA GBQ Partners LLC Group, Inc. Thomas P. Giusti, CPA LLP Bricker & Eckler, LLP Robert V. Morris, II Robert B. Barnett, Jr. Schneider Downs & Co., Inc. Morris Starkey & Waid LLC Edward M. Segelken R. Douglas Wrightsel Carlile, Patchen & Murphy Richard E. Connolly, J.D. Edward W. Erfurt, III, Esq. Damon P. Howarth Jeffrey R. Loehnis, CFP Porter Wright, LLP Wrightsel & Wrightsel LLP Ward Connolly & Hodges Robert L. Gorman Park National Corp. Hamilton Capital William A. Morse R. Rader Feamster, Jr., CFP Morgan Stanley Smith Management Law Office of Mark D. Senff Edward J. Yen, CFM, CIMA Philip B. Bartlett, J.D., CPA Edward J. Cox, Jr. Robert W. Baird & Company, Barney C. Lawrence Huddleston William A. Morse Baker & Hostetler Stifel, Nicolaus & Company, KPMG LLP Cox, Stein & Pettigrew Co., Inc. Dundon & Huddleston LLP Incorporated LPA Myron C. Grauer, J.D., LL.M. Richard R. Murphey, Jr. James P. Seguin Daniel B. Benhase James B. Feibel Capital University Law David L. Humphrey Attorney at Law Buckley King Huntington National Bank Feibel Law School Zaino & Humphrey LPA

52 The Columbus Foundation Annual Report 2012 53 govern ing committee the columbus foundation staff As of 12/31/2012

Oficef of the President Donor Services Susan C. Hazelton, CTA and Development Event Coordinator Douglas F. Kridler A Governing Committee of nine volunteers provided stewardship President and CEO S. Beth Fisher Donald P. Ludwig Vice President for Donor Services Senior Accountant for The Columbus Foundation and its charitable activities in 2012. Renilda Marshall and Development Executive Secretary Pamela S. Potts to the President and CEO J. Bradley Britton, J.D., LL.M. Senior Accountant Director of Planned Giving C omMUNICATIONS and Marketing and General Counsel Becky Spohn Manager of Facilities and Carol M. Harmon Diane A. Higginbotham Support Services Vice President for Communications Scholarship Manager and Marketing Pamela S. Straker Eric F. Jensen, Ph.D. Director of Human Resources Nick George Donor Services Research Associate Digital Media Coordinator Catherine Kurtz Vrenna, Lisa M. Jolley, J.D. MBA, CPA, CGMA Raquel M. Gober Director of Donor Services Controller Communications and Marketing and Development Associate Brenda Watts Donna Jordan FoundationPower Coordinator Amy K. Vick Donor Services Assistant Communications and Marketing S uPPORTING Foundations Senior Writer Chris Kloss Donor Services Gifts Assistant Tamera Durrence Cmmunityo Research and Vice President for Grants Management Jane Landwehr Supporting Foundations Donor Services Grants Assistant Lisa Schweitzer Courtice, Ph.D. Robin Baker Executive Vice President for Community Steven S. Moore Supporting Foundations Grants Assistant Research and Grants Management Associate Director for Donor Relations and Regional Giving Michelle C. Burton Ann Dodson Supporting Foundations Grants Assistant Community Research and Grants Angela Parsons, J.D. Management Administrator Associate Director of Planned Giving Tracey De Feyter Supporting Foundations Associate Barbara Fant Judy Renner Nonprofit Outreach Administrator Executive Assistant for Donor Services Stacey Morris and Development Associate Director of Nancy Fisher Supporting Foundations Grants Manager F inanCE and Administration

Melissa Neely Raymond J. Biddiscombe, CPA Grants Management Administrator Senior Vice President and CFO

Joyce A. Ray Kristen Cassady Manager, PowerPhilanthropy® Staff Accountant and Knowledge Management Amy T. Cintron Emily Savors Support Services Office Assistant Director of Community Research 2012 governing committee: T op row (l-r): Michael J. Fiorile, chairman; Barbara J. Siemer, vice chairman; David and Grants Management Carey E. Dailey P. Blom. Middle row (l-r): William G. “Jerry” Jurgensen, C. Robert Kidder, Dwight E. Smith. Bottom row (l-r): Bruce Director of Network Services A. Soll, Barbara Trueman, Matthew D. Walter Dan A. Sharpe Community Research and Grants Diana DaPore Management Officer Receptionist/Secretary

Alicia Szempruch Gary Densmore Nonprofit Engagement Administrator Support Services Associate

Michael A. Wilkos Amber J. Erickson Senior Community Research Staff Accountant and Grants Management Officer

54 The Columbus Foundation Annual Report 2012 55 O ur Mission To assist donors and others in strengthening and improving our community for the benefit of all its residents.

Our Vision To help you help others through the most effective philanthropy possible.

C redits

E ditorial C arol Harmon, Amy Vick, Nick George, Raquel Gober

design B ase Art Co.

photography E clipse Studio (vignettes) Rycus & Associates, Adam Queen Images (Governing Committee) Nick George (“Spirit of Columbus” images)

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