ANNUAL REPORT

25 YEAR TIMELINE 2-5

Dear Friends,

“Building Our Future from Our Past” is the The Community Foundation’s investment Donor Display 6-7 Funds 8-13 title of the donor recognition display (page policy provides for the principal to grow with 6) which was designed and installed at the inflation so that the purchasing power of the Community Foundation last year using income can be maintained over the years.” materials essential to the construction of many historic houses and businesses in Since it was established with a $50,000 Jefferson County. This title was chosen donation, nearly $57,000 in annual grants because it also describes the work of the has been distributed to the KDH Pediatrics Community Foundation. As we celebrated Department and the original $50,000 of Legacy Society 14-15 our 25th anniversary year, we reflected on principal has grown to a current market past volunteers, donors, and the work of local value of over $88,000. Mr. Crosby’s name nonprofit agencies that your philanthropy will forever be a part of the community and has funded. his legacy will support the work of the KDH Pediatrics Department for many generations. When a group of community-minded people established our organization, they were When you choose to give to the Community presenting a concept of giving that was very Foundation, whether it is to establish your new to most people in Jefferson County. own fund (page 8) or give to one of our

Twenty-five years later, we certainly can see existing funds (page10), you are helping us Giving Women’s Circle 16-17 the power of the endowment model. A great build our future. Please contact us to learn example of that power is an endowment how to fund what matters most to you and named the King’s Daughters’ Hospital/ your family, FOREVER. William G. Crosby Fund for Pediatrics. Thank you to everyone who has supported This endowment was established in our community through the foundation December 1992 by the Board of Directors at over the past 25 years. You are all a part of King’s Daughters’ Hospital (KDH) using a our history, our story, and our Community

portion of the estate of William G. Crosby. The Foundation family. You are all a part of our 25 Donors 18-23 fund’s purpose is to provide financial support amazing years. to the Pediatrics Department, forever. In a Madison Courier story from December 22, 1992, Hospital Board Chairwoman Brenda Eversole said, “We believe it is very important Darleen Connolly and prudent management, to set aside a

Chair portion of our legacy for the future. A part will be spent currently for equipment and

other needs, but the $50,000 will provide an Grants & Scholarships 24-27 annual income to the department forever. Bill Barnes President & CEO

Board & Financials 28-29

2016 — 25th Anniversary Annual Report 1

2 2 1991 Timeline Year Twenty-Five 1991 Founded on April 29, 1991.

Lilly Endowment, Inc. (LEI) introduces $500,000 GIFT (Giving Funds for Tomorrow) challenge. There have been 5 additional initiatives through the years.

1992 First Fund Established: Bill Oldaker Scholarship Fund of the Madison Rotary Club

1993 First full year of operations complete. MENTS ENDOW 28 Second office is located at 407H Jefferson Street.

1994 28 endowments Community FoundationCommunity of Jefferson County

First CFMJC grants cycle awarded $15,000 to seven organizations.

1995 Raised $1 million in permanent endowments and received $500,000 from Lilly for Unrestricted Endowments before September 30, 1997 deadline.

First Scholarships awarded, 8 totaling $4,872.

2016 — 25th Anniversary Annual Report Annual 2016 Anniversary —25th

1997 Affiliates for Dearborn, Ripley, & Switzerland Counties are created through LEI grant.

1998 First Lilly Endowment Community Scholarship awarded to Gabriel Freeman.

1999 60% of year’s gifts came from donors ($3,978,000) & 40% from LEI ($2,693,600)

2000 Began offering the College Costs Estimator from the National Center for College Costs. YEARS 10 2001 Celebrated 10th Anniversary at the Venture Out Business Center.

Office located at 410 Mulberry Street in 10th Anniversary year.

2002 Bad market year.

Adopted National Standards & Ethical and Operational Standards for Indiana Community Foundations.

Helped convene the Hispanic/Latino Commission, which led to the creation of La Casa Amiga in 2003.

2003 Created the Legacy Society as a way to recognize donors who have made planned gifts to the Community Foundation with 19 members.

2004 Community Foundation was featured in a Time Magazine ad with help from Craig Toyota.

3 Twenty-Five Year Timeline

200 FUNDS 15 Neighbor grant Your

YEARS 20 2016

YEARS $21M $20M Artwork Gallery at the Community Foundation office. Street following West Arts. Anniversary at Hanover College. Relocated office to 214 East Main Street that provided basic needs to area residents. program was created to help charitable organizations grant to date provided by the Community Foundation. This is the largest Alliance with the help Arts Area the creation of Madison Assets pass the $20 million mark. Madison named 6th Indiana Nearly 200 endowed funds are held at the Community Foundation. endowed The Community Foundation’s WGC has record membership of 261. Celebrated 15th Anniversary at Clifty Falls State Park. Celebrated 15th Beginning of market decline and the Great Recession. Recovering from market lows. Convened a “Blue Sky” committee of artists, which led to Giving Circle Women’s Celebrated 20th Anniversary at Clifty Inn. Celebrated 20th of a $40,000 grant from the Community Foundation. anonymous donation of building. Campaign (cancer center). Membership. introduced Jr. Arts & Cultural District in state. assets are over the $21 million mark. but the Help for the year, No competitive grant cycles were offered Helped convene Feed the $100,000 grant to the KDH Foundation for Hope & Healing Celebrated 25th

2005 2006 2008 2009 2010 County to help combat generational poverty. $150,000 grant to the Clearinghouse of Jefferson 2011 2012 Giving Circle created & first grants totaled $15,450. Women’s 2013 Moved to current location of 416 2014 2015 2016 Created Donor Recognition Display and

4 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 5 COMMUNITY FOUNDATION DONOR DISPLAY

Teresa Waller James Tracy Larry Rudolech Eric Phagan Bill Borden Karen Taylor Jane Vonderheide Patty Cooper Wells Kevin Carlson Steve Bickis Russ Vossler

The Community Foundation created Eleven artists were commissioned The donor recognition display is The title of this piece speaks to our The materials used in creating this The Community Foundation wishes to a special donor recognition display to capture 11 subjects and topics entitled BUILDING OUR FUTURE local economy and the Community display (brick, cast iron, concrete, thank those who worked on or donated and art collection to commemorate significant to Jefferson County’s FROM OUR PAST, and honors the Foundation. Madison and Jefferson copper, glass, limestone, marble, materials for the donor recognition our 25th anniversary year. Instead of history and/or identity. This collection Foundation’s generous donors. While County are popular tourist destinations, plaster, slate, steel, tin, and wood) are display: hiring an outside firm to design and illustrates the wonderful talent and the Community Foundation greatly largely due to historic architecture and significant to Jefferson County’s story, install a donor recognition display, diverse styles from artists who call appreciates each and every donor the area’s significance in Indiana’s early as they are found in many of the historic Chip Binzer & Binzer’s Custom the Foundation utilized local people, Jefferson County home. who has supported our mission, this history. The community’s future relies structures in the area. Framing saved money, and nearly every dollar wall recognizes individuals, families, on protecting and preserving our past. Kevin Carlson & Carlson Sign spent stayed in Jefferson County. This TOPICS AND ARTISTS INCLUDE: businesses, and organizations who The Community Foundation’s capacity These materials stand the test of time Mark Cheatham investment will be an important part Agriculture – Larry Rudolech have given $10,000 or more to the to award grants and scholarships today and create a strong foundation for many Pat Cunningham generations to come. The same can be Rhonda Deeg of our story for decades to come. Architecture – Steve Bickis Community Foundation since our and in the future is due to generous said of our donors. The continued work GranBrazil The Arts – Patty Cooper Wells formation in 1991. These gifts have donations made in the past. helped to build a stronger Jefferson of the Community Foundation would Grote Industries, LLC – James Tracy County through grants and scholarships, not be possible without these gifts. Ron Harsin & Precision Laser Graphics Hanover College – Bill Borden and will continue to do so in the future. David Hill J.F.D. Lanier – Teresa Waller Joshua Hill Madison Railroad Incline – Chris Hostetler Karen Taylor Doug Helton & Madison Iron Works Madison-Milton Bridge – Russ Vossler Linda Lytle Natural Beauty – Kevin Carlson John Nyberg River Commerce – Eric Phagan Kim Nyberg Eric Phagan – Jane Vonderheide Meredith Pierson Casey Winningham

6 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 7 NEW FUNDS

Designated Funds provide donors the ability to Patty Cooper Memorial Endowment for Life Choices Clinic Endowment create a steady stream Hanover Presbyterian Church of income to one or more When preparing for the birth of a child, prenatal care and Patty’s husband, Bob, and family have created support is important for the overall wellbeing of a mother and specific charities - forever. this designated fund to honor the memory of her baby. This designated fund was established by Matt and The minimum Patty and her love for Hanover Presbyterian Andrea Forrester to help the Life Choices Clinic. The clinic Church. She is fondly remembered as a provides local women with free and confidential pregnancy to establish a longtime member of the church. This fund will testing, ultrasounds, counseling, and supplies. This fund will designated fund provide financial support to Hanover Community provide general operating support for the organization. is $5,000. Preschool, located at Hanover Presbyterian Church, to continue serving their community with a preschool program. Salvation Army Endowment in Memory of Tom Palfreeman Historic Eleutherian College Memorial Endowment This endowment was established through Tom Palfreeman’s It has been a long standing dream of the Historic estate. During Tom’s youth, the Salvation Army helped him Eleutherian College, Inc. Board of Directors through difficult circumstances. Grants from this fund will to partner with the Community Foundation in be distributed annually to the Salvation Army-Madison the creation of a permanent endowment for the Citadel. preservation of Lancaster, Indiana’s National Historic Landmark. The school was the first in the state to educate all races and genders together. A gift to this endowment is a wonderful opportunity to remember a loved one who had an interest in the college or connection with the township public school. Grants from this designated fund will be Scholarship Funds support local students pursuing their academic goals following used for long-term maintenance of the college. high school. The minimum to establish a scholarship fund is $20,000.

Wanda Jackson Sunshine Fund for Huntington’s Disease CAM Car Club Scholarship Fund The Choice Automobiles of Madison Car Club, also known as Huntington’s Disease is a degenerative disease that affects the CAM Car Club, has established this scholarship fund. This nerves in the brain. Not only does it take a toll on the person group of vehicle enthusiasts hopes to keep a love for cars going suffering from this disease, but also their family and caretakers in the coming generations. This scholarship will be awarded to as they watch their family member’s health decline. This area graduating seniors wishing to continue their studies and fund was created by Wanda Jackson and grants will be prepare for a career in the automotive field. designated to a soon-to-be-created nonprofit that will help Huntington’s Disease patients and their families with expenses not covered by medical insurance.

Jefferson County House of Hope Endowment in Memory of Patty Cooper This designated endowment was created by Bob Cooper and family in memory of his wife, Patty Cooper. The House of Hope provides food assistance to residents of Jefferson County. This fund will provide operating support to the Jefferson County House of Hope to ensure that food-insecure residents receive the nourishment and help that they need.

8 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 9 EXISTING FUNDS

COMMUNITY FOUNDATION ENDOWMENTS COMMUNITY SERVICE THE ELDERLY VETERANS (YEAR ESTABLISHED) • Clearinghouse of Jefferson County Endowment Fund • Hagemann Endowment Fund for Meals on Wheels (2002) • Caring for Veterans Fund (2015) (2014) The funds listed below demonstrate what a wide variety of • Lifetime Resources Senior Services Development Fund • Jefferson County Veterans Fund (Jefferson County Veterans interests people have. Each of them is established with a fund • Greg Cloud Memorial Endowment (fire companies) (2007) (1997) Council) (2015) agreement, which directs how the donor wants grants used now and far into the future. The endowments are pooled for • Community Foundation Administrative Fund (1996) investment purposes but accounted for separately. Anyone can THE ENVIRONMENT YOUTH • James T. and Jennie P. Ford Endowment for the Kent add to any of them at any time in any amount. What interests Volunteer Fire Co. (1997) • Richard Tevis Heck/Ruth Irwin Heck Fund (Indiana • Gerald Amos Memorial Endowment Fund (intellectually you? Foresters) (1995) challenged children) (1996) • Friends of the Madison-Jefferson County Public Library Endowment (2015) • Heritage Trail Conservancy Endowment (2011) • Big Brothers/Big Sisters of Jefferson County Endowment AREAS OF INTEREST Fund (1998) • Richard Tevis Heck/Ruth Irwin Heck Fund for the Hanover • John Paul Park Conservancy Endowment (2012) • Eleanor T. Birk Foundation Youth Fund (2015) ANIMALS Volunteer Fire Co. (1997) • Frieda Suppes Jones/John Price Jones Memorial Fund • Jerry E. Andress Memorial Animal Shelter Endowment • Jefferson County House of Hope Endowment in Memory of (Jefferson County Environment) (1993) • James M. Demaree Memorial Fund (Girls, Inc.) (1995) (2008) Patty Cooper (2016) • Justin Geyman Memorial Endowment (Jefferson County RELIGION • Community Spay/Neuter Fund (2011) • Ladies’ Auxiliary of Kent Fire Department Endowment Soccer Association) (2007) Fund (1996) • Jeanne Bunton Memorial Endowment for Madison • Girls Inc. of Jefferson County Endowment Fund (1994) • Friends of the Jefferson County Animal Shelter (2008) Presbyterian Church (2000) • Retired Seniors Volunteer Program Endowment (2007) • Hanover Fund for Youth (1996) • Madison-Jefferson County Humane Society, Inc. Audrey M. • Christ Episcopal Church Endowment Fund (2008) Smith Chapter Fund (1994) • Salvation Army Endowment in Memory of Tom Palfreeman • Jefferson County 4-H Development Fund (1996) (2016) • First Christian Church Endowment (2015) • Spirit’s Fund (pet responsibility education for youth) (2004) • Jefferson County Youth Fund established by the Goodmans • Tri-Centennial Observance Fund (our Nation’s Tri- • Patty Cooper Memorial Endowment for Hanover (1998) Centennial in 2076) (1994) Presbyterian Church (2016) THE ARTS • Jefferson County Youth Shelter Endowment in Memory of • Community Endowment for the Arts (1996) • Youth As Resources, Jefferson County, Endowment Fund • Hanover Presbyterian Church Fund (1995) John Clapham (1998) (2001) • Hanover United Methodist Church Endowment Fund (1997) • Kentuckiana Girl Scout Council Endowment Fund (1996) COMMUNITY CONSERVATION & PRESERVATION EDUCATION • Richard Tevis Heck/Ruth Irwin Heck Fund for Madison • Delbert O. King Memorial Endowment Fund (2000) • Broadway Fountain Endowment Fund (2000) Presbyterian Church (2002) • Marty and Bea Ferguson Endowment (Prince of Peace • Lide White Memorial Boys & Girls Club Endowment Fund • College Hills Cemetery Endowment (2015) Catholic Schools) (2008) • Kessler and Lawrence Family Endowment fbo Christ (1998) Episcopal Church (1999) • Historic Eleutherian College Memorial Endowment (2016) • Dr. Gertrude Geraets Memorial Fund for Prince of Peace • Joyce Rawson Memorial Endowment (Englishton Park) • Roland Lichlyter Fund for the Hanover United Methodist • Historic Hoosier Hills RC&D Endowment Fund (1995) Catholic Schools (2015) (2008) Church (2014) • Jefferson County Historical Society Endowment Fund • Hanover Community Education Fund (2006) • Barbara Trimble Memorial Fund for Girls Inc. (2015) • Arleida R. Metz Memorial Fund (Prince of Peace Catholic (1993) • Madison Consolidated High School Special Education Parish) (1994) • Jefferson County Medical Society Endowment Fund fbo Dr. Endowment (2012) Hutching’s Office (1997) • Madison Consolidated Schools Educational Foundation HEALTH • Madison Riverfront Endowment Fund (1995) Funds (1994) • B.R. and H.L. Alexander Memorial Endowment for • Endowment for Pearl Park (2009) • Madison-Jefferson County Public Library Endowment Fund H.O.P.P.S. (Helping Our Pediatric Patients Smile) (2015) (2001) • The Weinberg Family Fund (1995) • Bethany Circle/Della Courtney Memorial Endowment Fund • MJHS Peer Counseling Endowment in Honor of Dianna (KDH) (2000) Risk (2007) • Centerstone Mental Health Fund for Jefferson County • Pope John Elementary School Children’s Fund (2003) (2008) • Deborah Lynn Taylor Memorial Endowment Fund (E.O. • Developmental Services, Inc. Endowment Fund (2000) Muncie student assistance) (1999) • Wanda Jackson Sunshine Fund for Huntington’s Disease • Betty S. Wynn Memorial Fund (Business Teacher (2016) Professional Development at Madison Consolidated H.S.) • King’s Daughters’ Hospital Fund (1995) (2010) • King’s Daughters’ Hospital/William G. Crosby Fund for Pediatrics (1992) • Life Choices Clinic Endowment (2016) • Beverly McGuire Scott Memorial Fund (KDH - Oncology) (1995)

10 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 11 EXISTING FUNDS

MULTIPLE FLEXIBLE COMMUNITY FUNDS (FORMERLY UNRESTRICTED ENDOWMENTS) • The Hanover College/Paul Ogle Fund (Kiwanis Club of Vevay and Hanover College Scholarships) (1993) • Community Foundation Board Member and Alumni Fund (2014) • Carl J. and Mary M. Hoefling Fund (First Christian Church, Jefferson County Historical Society, Pilot Club, and Retired • Barbara Ann Cowan Memorial Fund (2002) & Senior Volunteer Program) (2001) • Cronen/Marsiglio Family Unrestricted Endowment (2002) • Larry and Charmaine Owens Endowment (Girls Inc., • Gardner Insurance Agency Community Fund (2015) Madison-Jefferson County Public Library, Madison Rotary Club scholarship program) (2008) • The Douglas and Ann Grahn Endowment (2002) • Schroeder Foundation Endowment Fund (local social • Walter A. and Jean Graham Greiner Memorial Fund (1994) service agencies) (1993) • Al and Connie Huntington Family Community Fund (2014) • Jefferson County Enrichment Endowment (2001) DONOR-ADVISED FUNDS • Bethany Circle/Mary E. & Artz Ellis Memorial Fund (1994) • The Lineburg Family Endowment (2002) • Canida/Knox Family Fund (1993) • Madison Precision Products Community Fund (2014) • Mary Battles Canida Memorial Endowment (2013) • MainSource Bank Community Fund (2015) • Children’s Fund of Jefferson County (2013) • Gil and Trudy McCoy Unrestricted Endowment (2001) • Christie Crafton Memorial Scholarship (1995) • Terri Nighbert Memorial Scholarship (1998) • Cronen/Marsiglio Family Endowment Fund (1997) • The John Morgan Family Fund (2002) • Norma A. Cull Memorial Scholarship (1994) • Bill Oldaker Scholarship Fund of the Madison Rotary Club • Bob and Brenda Eversole Endowment (2011) • Rinda Rains Memorial Endowment (2002) • Deputy Alumni Scholarship (1997) (1992) • Grandma’s Cookie Jar Fund in Memory of Rita Miller • Julius “Bud” Ritter Memorial Endowment (2001) • Dupont Alumni Scholarship (2000) • Brad O’Leary Scholarship (2001) Adams (2011) • Margaret Francis Seifert and Gregory A. Russell • Frances K. Eisan Memorial Scholarship (2013) • Mary Patterson Scholarship (2014) • Tony Greco Memorial Fund for the Arts (2015) Endowment (2014) • Troy Allen Pyles Memorial Scholarship (2004) • Brok D. Hensler Memorial Endowment (2002) • Suchocki-Mason Family Fund (2014) • Mabel Green Memorial Scholarship (1995) • Joyce E. Rawson Scholarship (Franklin College) (1999) • Mike Hess Memorial Endowment (2012) • Tribute and Memorial Fund (1992) • Hall Family Scholarship (1994) • J. Michael Sample Memorial Scholarship for Music (1997) • Kristen E. Kemper Memorial Endowment (2008) • Vehicle Service Group Employee Endowment (2015) • Marjorie Cornell Hare Nursing Scholarship Fund (Ivy Tech) (2012) • Brian W. Stites Memorial Scholarship (1996) • Kings’ Daughters’ Health Community Health Initiatives • George Wagoner, MD and Marjorie Jefferies Wagoner, MD Endowment (2000) Fund (2001) • Dr. Fred S. Henderson Family Scholarship Fund (Trinity • Erin Turner Memorial Scholarship (2002) United Methodist Church) (2015) • Madison Chemical Company, Inc. Employees Fund (1997) • Don R. Wallis Memorial Fund (1992) • Dana Vail Scholarship (2004) • Dennis Holt Memorial Scholarship (2000) • Nathan Wilson Memorial Mathematics Scholarship (1998) • James A. and Dixie J. McDonough Art Education Fund SCHOLARSHIPS • Glenn G. and Dorothy Ebel Huntington Memorial (1999) • The Wood Memorial Scholarship (1995) • Sharon Thom Alcorn Memorial Scholarship (1998) Scholarship (1999) • McKay Family Fund (2013) • Curtis Wright Memorial Scholarship (1999) • M.W. Anderson Scholarship (1997) • Jefferson County 4-H Scholarship (1997) • Jon Menke Memorial Endowment (2008) • Helyn Bishop Scholarship (2004) • Ralph and Robyn Jones Family Memorial Scholarship • Morgan Family Advised Fund (1996) NONPERMANENT FUNDS • Ernie Brierly Memorial Scholarship (2005) (1998) • Mickie Nethery Memorial Endowment (2007) These advised funds are established with the purpose of • Broadway School Alumni Scholarship (1996) • Charles H. and C. Chris Keller Scholarship (1994) spending their entire principal. Donors annually decide how • Dr. John W. Petscher Memorial Endowment (2012) much they want to donate to charities, make a lump sum gift • George and June Kirk Scholarship (1999) • Keith Brooks Memorial Scholarship (1996) into their fund (usually of appreciated stock) in that amount, • Rogers Family Memorial Historical Research Fund (2008) • Calvin Family Scholarship (2013) • Dorothy B. Lotz Scholarship (1995) and then advise the Foundation on how they would like the • Neida Rogers Memorial Endowment for Music (2008) available money distributed to nonprofit organizations. • CAM Car Club Scholarship (2016) • Madison Chautauqua Scholarship For the Arts in Memory • Skiles Family Endowment Fund (1997) of Bob Fourhman (1994) • Alex Feltner Memorial Fund (2016) • Hendricks R. Canida Scholarship Contest Fund (2014) • Clifford O. Taylor Memorial Fund for the Performing Arts • MCHS Class of 1966 Scholarship Fund (2011) • Bill and June Nighbert Charitable Fund (2006) (2001) • Tiffany Lee Carter Memorial Scholarship (2003) • Lynn A. Maricle Music Scholarship (2006) • The Wallis Family Fund (1993) • Lisa Cheatham Memorial Scholarship (2008) • Dale McNeely Scholarship Fund (2009) • Tony and Robin Waltz Family Fund (2014) • The Chan Chilton Memorial Scholarship (1998) • Father Hilary G. Meny Scholarship (1994) • John and Maureen Wurtz Charitable Fund (2015) • Class of ‘84 Scholarship (1995) • George and June Miller Memorial Scholarship (2014) • Joseph V. Cline Scholarship (1994) • Marcia S. Morrill Scholarship of the Madison Rotary Club • Thomas D. Craft, Jr. Memorial Scholarship (2007) (1996)

12 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 13 LEGACY SOCIETY

Legacy Society HONORING COMMITMENT TO EASY JEFFERSON COUNTY’S FUTURE 1 PLANNED The Legacy Society honors individuals who have demonstrated The Legacy Society has no minimum gift requirement, as commitment to their community by including The Community each commitment represents a pledge to the community and GIVING Foundation in their estate planning. Too often, these gifts are its future through philanthropy. Membership is voluntary unrecognized because they come at the end of the donors’ and free. There are several ways to give including bequests, OPTION lives. The Legacy Society was established in 2003 as a way to beneficiary of IRAs and insurance policies, charitable Gifts of life insurance can be an publically thank these donors during their lifetimes. remainder trusts, charitable gift annuities, and charitable lead trusts. excellent tool for helping you Membership in the Legacy Society ensures that donors’ accomplish your philanthropic charitable dollars are utilized in the way they intended. Planned MANY DONORS DECIDE TO CREATE goals while achieving other giving may be used to create a new fund, contribute to any important financial objectives of the Foundation’s existing funds, or be distributed at the ENDOWMENTS IN MEMORY OF THEIR discretion of the Community Foundation Grants Committee. LOVED ONES. during your lifetime. A gift of life insurance can provide the Knowing that her health was failing, Lee Anna Cowan donor with tax and financial LEGACY SOCIETY MEMBERS decided to make sure that plans were in place to take care *indicates new members of her possessions and assets after she passed. With the One of our most recent benefits at a relatively modest help of her local attorney, Lee Anna created a deferred members to the Legacy Society, after-tax cost, while providing a Inaugural Have since Allen Manning, shared why fund agreement, meaning the fund would become active future benefit for a charity. members: joined: after her will was administered. According to her attorney, including the Community Foundation Mike & Laurie Dorsey Dwight & Rita Addleman Lee Anna was “tickled pink” that she could make an in his future plans is important: Matthew & Andrea Forrester Bill & Stacy Barnes * unrestricted endowment (now known as a Flexible George Freeman Tim & Kim Breeding Community Fund) to memorialize her daughter, Barbara “Returning to Jefferson County after retiring Dick & Connie Goodman Bob & Charlotte Canida Ann. With this plan in place, she would be able to take EXAMPLES OF USING advantage of a matching challenge provided by the Lilly from military service, starting the Caring for LIFE-INSURANCE AS Douglas & Ann Grahn Dean & Jana Clapham * Endowment. Lee Anna passed away just two months Bill & Jennifer Hensler Don & Peggy Clapham Veterans fund seemed like a good avenue to honor A CHARITABLE later in April 2002. In 2017, the endowment will have VEHICLE INCLUDE: Curt & Nancy Jacobs Bob & Brenda Eversole granted out $104,597 to organizations in Jefferson County. my fellow veterans by giving local citizens and Because of her forethought and planning, Lee Anna and 2 Fred & Judy Koehler Meredith Gregg • Naming the Community her daughter’s legacy will live on forever. businesses a long lasting option to help make a Bill & Louise Markel Bob & Claudia Hoban big difference in veteran’s lives. After my lifetime, Foundation as a beneficiary Don & Caroline McCauley James & Sherrill Holt I want to ensure our community continues to be of the insurance policy. Gil & Trudy McCoy Al & Connie Huntington HAVE YOU GIVEN ANY THOUGHT ABOUT Gerry Michl Jim Jackson & WHAT WILL HAPPEN TO YOUR ESTATE a great place for veterans. I have no idea what • Transferring ownership of Marcella Modisett Alice Carlson Jackson * AFTER YOU’VE PASSED ON? the future needs will be so that’s why I chose to the policy to the Community Harve & Joyce Rawson Kevin Kellems * Foundation. The premiums Life has inevitable ups and downs. Understandably, leave a bequest to the Community Foundation Connie Mahoney Bill & Nancy Underwood many people want to make sure that their family members Caring for Veterans Fund to ensure that what I you pay would be tax- Allen Manning * Mary Goode Wallis are taken care after they are gone. But have you also love about both my service to our country and deductible charitable gifts. Tony & Robin Waltz William & Edna Meyers considered leaving a legacy for your community? There are many ways to make a planned gift to the Community this community continues to grow and thrive. I David & Sally Webster Don & Yolanda Phillips Foundation, or any nonprofit organization you love. Dale & Kay Rankin know the needs will change and strongly believe Wendell & Debbie Seaborne investing part of my estate in the Community David & Betty Sebree Contact BILL BARNES Foundation, given their proven stewardship, will Ralph & Margaret Seifert at 812-274-0241 help protect this vital community resource and Donald N. Smith * June Taylor or by email at [email protected], meet veteran’s needs as they come forth.” Jan Vetrhus and he can share with you the easy Walter Wright options of creating your legacy for Jefferson County’s future.

14 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 15 WOMEN’S GIVING CIRCLE

EMPOWERING WOMEN TO MAKE A DIFFERENCE The Women’s Giving Circle of Jefferson County grew to a record number in 2016! From the membership dollars of our Formed in 2012, the Women’s Giving Circle of Jefferson County (WGCJC) is a community of philanthropic women of all ages record breaking 261 members, the following competitive and backgrounds. By combining their financial strength, these grants were awarded: women are able to collectively make a positive change for women and children throughout Jefferson County. Developmental Services, Inc. Assets of the WGCJC are held and maintained at the Community $1,539 to purchase two iPads Foundation through a field of interest pass-through fund and a for their Community Integration field of interest endowed fund. Program All women in Jefferson County are welcome and invited to join. Membership consists of an annual contribution of $100, which Gleaners Food Bank of Indiana is tax-deductible. Seventy-five percent of each membership $2,500 to support BackSacks: is used to make the annual grants, while twenty-five percent is Weekend Food for Kids invested in the WGCJC endowment. Junior Memberships are Program in Jefferson County available for young ladies ages 18 and under for $50, and are split $25/$25. La Casa Amiga HOW WE GIVE $6,000 to implement a Summer Literacy Program The WGCJC makes grants annually to organizations that have the greatest potential to help the women and children of Jefferson County. The Grants Sub-Circle reviews applications Lide White Memorial and provides grant recommendations to the general membership, Boys & Girls Club which then votes on the recommendations at the annual meeting/ $3,350 to fund the Suicide dinner in March. Grants are focused on the following four fields Prevention ASIST Training Left to right: front, Angela Elles, 2016 WGCJC chair, of interest, with the specific purpose of benefitting women and/ Program Max Browning and Kahanna Kring, Gleaners Food or children: Bank; second row, Karen Modisett, Southeastern • Education Medical Alliance, Shirley Kloepfer, La Casa Amiga and Valley Opportunities, Inc. Amy Kleinert, Developmental Services Inc.; third row, • Economic Empowerment $2,000 to fund the Memories Elaina Freeman, Ohio Valley Opportunities Inc., Donna • Physical and Mental Health with Mom and Family Program Wehner, Women’s Giving Circle Jefferson County grants committee member and Ray Black Jr., Lide White • Violence and Crime Prevention Memorial Boys & Girls Club; and back, Jennifer Sandlin, Southeastern Medial Alliance Ohio Valley Opportunities, Nancy Totten, Women’s Giving THE GOALS OF THE WGCJC $2,000 to purchase books Circle Jefferson County grants Committee co-chair and for the Ready, Set, Go to Lisa Steele, Women’s Giving Circle Jefferson County • Make a significant difference in the community by Kindergarten Program grants committee member. empowering women to contribute time, talents, and monetary resources to the needs of women, children, and families. • Educate and increase awareness of the needs of local women, children, and families. • Provide social opportunities, events, and exposure for women in our community. JOIN NOW! WAYS TO VOLUNTEER The Women’s Giving Circle is open to all There are several ways to volunteer your time and talents to the Women’s Giving Circle. The organization has Sub-Circles Jefferson County women. You can also (committees) that members can participate in, including: dedicate your membership or extra gift in • Grants memory or in honor of a special woman in • Governance your life. • Marketing/PR • Membership We now offer Junior Memberships • Special Events to young ladies ages 18 and under! • Annual Dinner & Idea Luncheon Call 812-265-3327 and ask • Handmade Market Kelley Hoagland for more information!

16 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 17 DONORS

Paula Heiderman William and Peggy Hord William and Anna Jenner Mary Kortokrax Starr Heiliger Wanda Horinee Lucy Jessup Denise Kosek Lori Heitz Marissa Horvath Julia Johnson Robert and Mary Kraft Meredith Heitz Charles and Jacqueline Howell Christina Jones Charles and Linda Kramer Thank You! Lynn Heitz-McKay Scott and Michelle Hubbard Pamela Jones Margaret Krantz Stephanie Hellmann Janet Huber Lowry Kelly Joyce Ken and Sherrin Kraus Richard and Deane Henderson Kathy Huffman Debbie Judge Catherine Le Saux Kate and Michael Brown Brenda Cummins Merry Fourhman DONORS Wilma Henderson Al and Connie Huntington Terry Kapfhammer Susan Leach Martha Brown Julie Curtis Cara Fox Tammy Acosta Bill and Jennifer Hensler Don and Joyce Imel Tracy Keller Ralph and Bonnie Lee Sharon Brown Jenny Darnold Nancy Fox Tracy Ahlbrand Chuck and Bonnie Hensler Robert and Grace Ireland Gary and Sue Kemper Melissa Lee-Miller Jeff Bruther Marsha Daugherty Heather Foy Merritt K. Alcorn Pauline Hensler Becky Jackson Mary Kiefer Denise Leiske John and Karen Buchanan Tom and Mary Davee Bruce and Virginia Franks Bruce Anderson Kathy Hensley Delores Jackson Michelle Kimmel Maggie Lisle Mike and Barbara Burnett Horance and Marie Davis Patti Frazier Lonnie and Penny Andis Jean Herron Jim Jackson and Chricket King Field and Linda Liter Mary Kay Butler Yvonne Davis Sandy Freeman Geneva Andress Carol Hertz Alice Carlson Jackson George and Cheryl King Sue Livers Cheryl Campbell Missy Demaree Anna Belle Fuller Mike and Melissa Andrew Dee Hertz Ray and Angela Jackson Chris and Karol Kirk Carolyn Lopez Ben and Becky Canida Jill Deputy Tracy Geglein Suzi Ashbury Kelli Hertz Wanda Jackson Shirley Kloepfer Mary Carol Lorton Bob and Charlotte Canida Deborah Dever Judy George Elizabeth Auxier and Chuck Requet Margaret Hess Nancy Jacobs Clyde Knigga Betsy Lyman Christy Canida Karen Dickie R. Joseph and Jaman Geyman Kendra Auxier Debbie Higgins Leah James Stephanie Knox Linda Lytle Donna Carl Jim and Carri Dirksen Garry and Jean Giltner Peter Backus Bob and Claudia Hoban Sharon Jenkins Fred and Judy Koehler Roger MacDonald Cliff and Tammy Carnes Jean Donnellon Cindy Goley John and Pamela Ball Dan and Laura Hodges Joe and Katie Jenner Jill Kelly Koren Julia Barber Janet Castor Laurie Dorsey Robin Goodknight Michele Barlow Kyleen Center Carol Dozier Ann Selby Goodman Charles and Dianne Barnes Ellen Chase Toni Drees Sue Graham Bill and Stacy Barnes Carol Chasteen Kelly Duddles Lambert Lisa Gray Dan Baughman and Molly Dodge Dean and Jana Clapham Sylvia Duke Cynthia Griffin Hilary Beall Eula Clarkson Vicky Dunagan Harold and Wanda Gross Ada Bear Stephanie Clegg Gus and Sue Dunker Maria Grote Daniel Bear Arthur Cleland Nancy Eagleson Patsy Grote Nancy Bear Donna Clubb-Martin Ellen Eckert Terry Grote Marta Belt Dorothy Cochran Susie Eckert Carolyn Gunter Juile Berry J.D. Coles and Jackie Eggenspiller James and Susanne Haden Kathryn Prochoroff-Coles Gordon and Oneida Betts Mary Louise Eisenhardt Larry and Kathy Hale Jean Collier Katy Biallas Paul and Barbara Ellefsen Tammy Hall Bea Collins Julie Bird Angela Elles Patrick Hallam and Betty Collins Lisa Marie Netherton Denise Bishop Maggie Elles Judith Collins Durwin and Mary Hallgarth Kaeli Black Forrest and Sue Ellis Barbara Conklin Joan Hamilton Ray and Vicki Black Whitney Ernst John and Darleen Connolly Tony and Lisa Hammock Michele Bodine Betty Esmon India Cooper Susie Hamner Joe and Nadja Boone Brenda Eversole Patty Cooper Glenna Hanks Wade Sharon Borden Joe and Evelyn Ferguson Bob and Tammy Courtney Peggy Hans Philip and Beverly Bosley Violet Fewell Kathy Crafton Lisa Hanson Jarrett Boyd Brenda Finnegan Joe and Susan Craig Randy and Debbie Hardy Anthony and Dawn Brandon Thomas Finnegan Terry Crank Bonnie Hare and Richard Ice Priscilla Branham George Anne Fisher Stacy Crawley Sara Hare Jim and Launa Braun Ben and Charley Foley Benjamin and Mylinda Cripe Pat Hargesheimer Joel and Jody Breeding Mary Foley Valecia Crisafulli Ronald and Beverly Harrison Tim and Kim Breeding Mike and Cheryl Foley Ken Critchlow Mary Heaton Kathy Brierly Barb Ford Paul and Cherri Cronen Matt and Andrea Forrester Barry Hebner

18 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 19 DONORS

Madison Chemical Company Janie Mahoney Binnie Phillips Employees Lynn Maricle Veronica Phillips Christopher Alcorn Georgia Marnett Gary and Franny Philly Jessica Bass Lonnie Mason Helen Pietrykowski Shawn Bennett Evan Brown Dottie Massie Alanagh Pimlott James Bruther Gil and Trudy McCoy David and Dianna Poling Lyle Campbell Marcia McCracken Panji Pope and Tom Gabrielsen Justin Campbell Mary Kay McCubbin Mary Ann Porter Jeanne Cleary David Craft Mary McCuskey Connie Posz Michael Craig Douglas and Beth McIlvain Jamie Prime Jeffrey Croxton Chuck and Cindy McKay William and Christine Prime Cara Cyrus William Dobyns John and Gloria McKay Ron and Alice Ramsby Grace Donnelly Mike and Tammy McKay Angela Rathert Tammy Felts Phillip and Kande McKay Sue Rees Kent Ford Charisa McMahon Linda Remington Richard Skidmore Jan Vetrhus IN MEMORY OF: Jae Breitweiser John Garvey, Jr. John and Jeanne Smith Peggy Vlerebome Viloet Fewell Stephanie Goble Sally McWilliams Maedell Remington Juanita and John Andrew Dick Goodman, Jr. Gerry Michl Kimberly Retzner Cynthia Smoots Lynda Vogler and Johnny Andrew John H. Clapham Field and Linda Liter Dean and Jana Clapham Derek Gosman Robbie and Valerie Miller Judith Richardson Sara Sontag Betsey Vonderheide Natalie Green Harold A. “Hal”Davis David Mishko Charles and Mary Pat Ricketts Gayle Spaulding Christine Wall Brenda Bilz Steven Haines Chuck and Bonnie Hensler Gordon and Oneida Betts Trudy Mitchell Connie Risk Doug and Stephanie Spicer Mickey Waller Horance and Marie Davis Steve Hale Carol Boulette JoAnne Spiller Robert and Paula Waller Yvonne Davis Jon Hallgarth Mary Beth Mock Gloria Risk Gary and Sue Kemper Merry Fourhman Bonnie Hare Karen Modisett Ann Roahrig Nancy Sprunger Teresa Waller Trey Harrett Evelyn Breeding Durwin and Mary Hallgarth William and Gloria Moore Linda Roaks Becky Staab Tony and Robin Waltz Lonnie and Penny Andis Markt Heitz Robert and Grace Ireland Pat and Sue Stack Allen and Nancy Watson Hilary A. Beall Amanda Hertz Elaine Morrill Susie Robbins Clyde Knigga Denise Bishop Dan Hodges Homer and Pamela Morrison Holly Robinson Dan Stanley Julie Wattenbarger Morgan & Nay Funeral Centre Michele Bodine James Hoffman Bill and June Nighbert Cari Morrison-Bear Melba Rodriquez Tony and Phyllis Steinhardt David and Sally Webster Anthony and Dawn Brandon Joseph Holcroft Panji Pope and Tom Gabrielsen Michelle Mouser Lee Rogers William Stephan Kendra Webster Joel and Jody Breeding Zachary Holskey Elisabeth Rogers Barbara Burnett Dean Leatherbury Sally Muessel Elisabeth Rogers Carole Stoner Matt and Eileen Webster June Rogers Ellen Chase Phillip Lobb Maxine Stoner Donna Wehner James and Kathy Wildman Thelma Mullett Gerrit and Medora Rogers Terry Crank Allason Manaugh Mildred Nay June Rogers Curt and Laura Strouse JoAnn Wehner Ken Critchlow Mary E. Deveary Gerald Massie Carol Hertz Ann Suchocki and Jim Mason Kenneth and Polly Wehner Deborah Dever Jason Monday Rodney Nay Lynn and Darlene Rogers FPBH, Inc. Doyle Ehlers Kim Mullins Anna Nelson Ann Roller June Taylor Ginny Welch Bruce and Virginia Franks Chuck and Bonnie Hensler Larissa Perry Steve and Betty Telfer Joyce Wells Shirley Nero Jay and Jennifer Roney Bill and Jennifer Hensler Stephen Preece Steve Foley Gregory and Brenda Nethery Katherine Rosenberg George and Karen Terlinden Linda Wenning Pauline Hensler Mary Foley Gail Ray Sue Thomas Jill Wiest Scott and Michelle Hubbard Matthew Rosiek Melissa Newcomb Fernando and Julie Rubio Bob Fourhman Jim Jackson and Alice Carlson Darin Sadler Nancy Newell Shirley Russell Paul Thompson Josh and Rielly Wilber Phillip and Kande McKay Jackson Amanda Schmidt Ginny Thorstensen James and Kathy Wildman Ruby Nichols Rhonda Sauley William and Anne Jenner Ann Grahn Bryon Sego Bill and June Nighbert Jason and Marlana Schafer Karen Todd Jane Williams Jenner, Pattison, Jean’ne Shreeve Rob Sims, Jr. Priscilla Torline Judith Wolf Sutter and Wynn Hattie Gross James Skirvin James O’Bryan Laci Schirmer Ralph and Bonnie Lee Kathy Brierly David Snell Susan Ohlendorf Susan Schmidt Nancy Totten Judie Wortham William and Gloria Moore Mike and Barbara Burnett Joseph Todd Bob Trimble Michael and Diane Wright Margo Olson Ashley Schutte Morgan & Nay Funeral Centre Mary Foley Matthew Todd Allison Ouellet Greg and Ann Schwartz Laura Trimble Elbogen John and Maureen Wurtz Robert Parker Charles and Linda Kramer Wililam Torline Mary Trimble Sally Wurtz Gary and Franny Philly Megan Ulery John Jr. and Marilyn Owen Margaret Seifert-Russell and Donna Jerrell Heady David and Dianna Poling Kenneth and Polly Wehner Teresa Waits Charmaine Owens Gregory Russell Jeffery and Marcia Trinkle Gregory and Tracy Wyne Rhonda Sauley Kim Wright Steven and Sandy Palmer Flower Shaffstall Nancy Underwood Gale Wynn Sharon Higbie Jason and Marlana Schafer Jim and Carri Dirksen Marci Park Gerald and Barbara Shelton Marianne Ungru Nelson and Anita Joy Yager Pat and Sue Stack Mary Lou Hill Donna Parker Libby Sheppard Elizabeth Varble Beverly Yeager Steinhardt Enterprises Robert and Paula Waller Jim and Carri Dirksen James Pendleton Phil and Sue Sherman Ellen Vasell Amber Youngblood Matt and Eileen Webster Debra Short Michael and Gwynn Perlich Donn Vecchie-Campbell Nelson and Anita Joy Yager Melissa Perry Jean’ne Shreeve

20 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 21 DONORS

Jean Holcroft & June Keller CORPORATIONS & ORGANIZATIONS Jenner, Pattison, Sutter, and Wynn IN HONOR OF: Tracy Keller ASG, Inc. John Paul Park Conservancy FCC Legacy Fund Virginia Ingle Anderson’s Sales & Service KDH Home Health 180th Anniversary Valecia Crisafulli Auxier Gas Kloepfer Lawn Service First Christian Church Jane Jacobs Auxier Marketing Koehler Welding Supply, Inc. Robin Goodknight Southeastern Medical Alliance William and Stacy Barnes Eleanor T. Birk Foundation Madison Auto Collision, LLC. Joe Jacobs Elbert Hinds Madison Chemical Company Kathy Brierly Brawner Farms Richard Skidmore Bulk Truck & Transport Madison Precision Products Steve Kreuzburg Al and Connie Huntington Peggy Vlerebome Century 21 River Valley Real Estate MainSource Bank William and Stacy Barnes Mr. Gilbert Mauser Chandler Chevrolet Malcomb’s Barber - Beauty Salon Helen Kreeger Roger MacDonald Choice Automobiles of Madison Mane Attractions William and Christine Prime Dee Miller Concerned Citizens Against Morgan & Nay Funeral Centre Jim & Margo Olson’s Chuck and Cindy McKay Riverboat Gambling North Madison Veterinary Clinic 25th Anniversary Mickie Nethery Allen and Nancy Watson Craig Toyota Psi Iota Xi Sorority Gregory and Brenda Nethery Ann Schwartz DaveCo Farms SEI Communications Puck (Jessica Butler’s Dog) Merritt K. Alcorn Disabled American Veterans #55 Sherman, Barber, & Mullikin CPAs Elizabeth Auxier and Margaret Seifert-Russell Dupont Alumni Association Chuck Requet Southeastern Medical Alliance and Gregory Russell Kimberly Richer FPBH, Inc. Steinhardt Enterprises William and Stacy Barnes Gary and Sue Kemper Farm Bureau Incorporated Teton Corporation Ann Suchocki and Jim Mason William and Stacy Barnes Sheila Sims Farmer’s Bank of Milton Windy Hill Bed & Breakfast Paul and Barbara Ellefsen Fillin Station Liquors Too Robert Trimble Dan and Laura Hodges Neil Stanley First Christian Church Dan Stanley TRUSTS & ESTATES Ford Lumber & Building Supply Ann Tompkins Clarkson Family Trust Friendship State Bank Sally Wurtz LeRoy R. Larson Family Trust Gardner Insurance Agency Barbara Trimble Anna & Charles O’Banion Trust German American Bank Jim and Launa Braun Estate of Thomas Palfreeman Laura Trimble Elbogen Girls Inc. of Jefferson County Bart and Kristy Schubert Glass Unlimited (correction from 2015) Goode Trucking Eileen Whitaker Bill and Jennifer Hensler Ivy Vine Florist Trevor Woodward J & B Properties Michael and Diane Wright Jefferson County 4-H Club & Victor Wynn Agricultural Association, Inc. Auction Debbie Higgins Jefferson County KDH Home Health Genealogical Society Douglas and Beth McIlvain Jefferson County Public Library

22 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 23 GRANTS

The 2016 Fall Competitive Grants Since its creation in 1991, the Community Big Oaks Conservancy Society — $8,400 Cycle awards were made possible by Foundation of Madison and Jefferson County has To purchase supplies and materials to renovate the roof and the Community Foundation’s Flexible invested $11,190,592 back into Jefferson County windows of the historic Oakdale Schoolhouse. through grants and scholarships. Grants from Community Funds and Field of Interest Flexible Community Funds and Field of Interest Christian Academy of Madison — $4,000 Endowment Funds. Funds awarded in 2016 totaled $181,318. To purchase Emergency Heart Start (AED) equipment and training batteries for the school. “We had a record year, with applicants asking for over $500,000,” said Grants At the Community Foundation’s 25th Anniversary Developmental Services, Inc. — $3,000 Committee Chair and Community party in April, Hanover College was awarded To implement a partnership for mentoring and instruction Foundation Board Member Ann Suchocki. $3,000 to help create the Office of Service between clients and local artists. “We are fortunate to have so many Engagement and Experiential Learning. This office wonderful organizations representing will match Hanover College students with local Dupont-Lancaster Township Jefferson County. I commend our Grants organizations for hands-on learning and engaged Volunteer Fire Department — $30,000 Committee members for their due diligence service. To update the department’s turnout gear for volunteers so they can safely fight fires if the need arises. during this year’s grant cycle.” On September 30, the 2016 Fall Grants Cycle Friends of the Ohio Theatre — $40,000 The funds used to make 2016 grants Award Reception was held at the Jefferson To fund a feasibility study for the theatre to use for possible include: County Historical Society. For consideration of renovations and future grant applications, and funds to take • Gerald E. Amos grant funding, local nonprofit agencies submitted care of immediate needs. an online application. Selected finalists were Memorial Endowment Hanover College Theatre — $700 asked to host on-site visits so members of the • Greg Cloud Memorial Endowment Foundation’s Grants Committee could learn more To provide free admission to the community during their Above: Madison-Jefferson County Animal Shelter Manager Jenny Slover 2016-17 performance season. (left) poses with the new rescue van for the area with Melanie Foster, the • Community Endowment for the Arts about the organizations, their projects, and goals. rescue transport coordinator from the Scott County Humane Society Organizations that received grant funding included: Hope Community — $2,900 • Barbara Ann Cowan Memorial Fund To purchase carbon monoxide and smoke alarms for all Jefferson County Southpaws 4-H Dog Club — $500 residential buildings to keep their residents safe. To host guest speakers to train student in the program on how to be • Cronen/Marsiglio Family Unrestricted Endowment responsible dog owners. Jefferson County 4-H & Agricultural Association — $20,000 • The Douglas & Ann Grahn To renovate the Livestock Show Arena at the Jefferson County Jefferson County Veterans Council — $10,000 4-H Fairgrounds. To update the Jefferson County War Memorial on the grounds of the Endowment Jefferson County Courthouse to include all local veterans who have • Walter A. & Jean Graham Greiner given the ultimate sacrifice. Memorial Fund Below: 2016 Grant Recipient Representatives Foundation, Inc. — $20,000 • Hanover Fund for Youth To renovate the East Wing of the Lanier Mansion State Historic Site. • Jefferson County Madison-Jefferson County Animal Shelter — $2,500 Enrichment Endowment To contribute to the purchase of an animal rescue van that is used by several counties to transport animals to rescues. • Frieda Suppes Jones/ John Price Jones Memorial Fund Ohio Valley Opportunities — $5,746 To replace and purchase computers used in the Jefferson County Head • The Lineburg Family Endowment Start Project Engage. • Gil & Trudy McCoy River Valley Resources — $11,000 Unrestricted Endowment To support the Helping Hand program to assist jobseekers who may • The John Morgan Family Fund need help with basic needs as they find employment. • Rinda Rains Memorial Endowment The Salvation Army — $15,000 To renovate and upgrade appliances in the community kitchen to help • Julius “Bud” Ritter serve more people in need on a daily basis. Memorial Endowment Second Stories, Inc. — $3,000 • Spirit’s Fund To implement the Earn While You Learn school project to help pregnant • Tribute and Memorial Fund teens and families as they prepare for the birth of their child. • George Wagoner, MD & Southwestern Elementary School — $1,572 Marjorie Jefferies Wagoner, MD Fund To support a research project studying the connection between motor skills and overall learning and achievement. • Don R. Wallis Memorial Fund

24 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 25 SCHOLARSHIPS

LILLY ENDOWMENT Wesley Cain Katherine Hartman Daija O’Banion Madison Consolidated High School Madison Consolidated High School Madison Consolidated High School COMMUNITY • Charles H. & C. Chris Keller • Dennis Holt Memorial Scholarship • Broadway School Alumni Scholarship SCHOLARSHIP Scholarship Bek Hoffman Elijah Pahls RECIPIENT • Deputy Alumni Scholarship Madison Consolidated High School Madison Consolidated High School Jazlyn Cardwell • Ralph & Robyn Jones Family Memorial • Lynn A. Maricle Music Scholarship As the 2016 Lilly Madison Consolidated High School Scholarship Kylee Phillips Endowment Community • Bill Oldaker Scholarship of the • Madison Chautauqua Scholarship for Madison Consolidated High School Scholar, Madison Madison Rotary Club the Arts • Jefferson County 4-H Scholarship Consolidated High School Camden Chatham Casey Hussong graduate Seth Brawner Elizabeth Scianni Southwestern High School Southwestern High School received a four-year, Southwestern High School • Community Foundation Scholar Award • Dale McNeely Scholarship full-tuition scholarship • J. Michael Sample Memorial and $900 yearly stipend EmaLee Copeland Chad Ison Scholarship for Music for required books and Shawe Memorial High School Madison Consolidated High School 2016 Lilly Finalists Lindsay Seib equipment. Seth is the • Hall Family Scholarship • Dupont Alumni Scholarship Madison Consolidated High School son of David and Jessica Jordan Dean Paul Tristan Kelsey • Dorothy B. Lotz Scholarship Brawner. He currently LILLY ENDOWMENT Dylan Bilz Madison Consolidated High School Madison Consolidated High School Madison Consolidated High School Mitchell Shaw attends DePauw University • Community Foundation Scholar Award • Francis K. Eisan Memorial Scholarship COMMUNITY SCHOLARS • Dorothy B. Lotz Scholarship Madison Consolidated High School and is pursuing a degree • Larry & Charmaine Owens Scholarship • Community Foundation Scholar Award • Troy Allen Pyles Memorial Scholarship in Environmental Biology, 1998 Gabriel Freeman Michael Abbott • Dorothy B. Lotz Scholarship • Madison Consolidated High School with a minor in Music. 1999 Sarah Brandenburg Shawe Memorial High School • Nathan Wilson Memorial Mathematics Class of 1966 Scholarship Karlee Sherman • Fr. Hilary G. Meny Scholarship Madison Consolidated High School Laura Edwards Scholarship Hailee Kloss “Receiving the 2016 Lilly • Ralph & Robyn Jones Family Memorial Scholarship • Joseph V. Cline Scholarship Douglas Carpenter George Deron Dwyer Southwestern High School Endowment Community 2000 • George & June Kirk Scholarship Grace Spencer Maureen Davis Madison Consolidated High School • Jefferson County 4-H Scholarship Scholarship is an incredible Rebekah Anderson Madison Consolidated High School • The Wood Memorial Scholarship Delany Liter honor,” Seth said. “I am 2001 Jaman Ferguson Southwestern High School • Curtis Wright Memorial Scholarship Sheridan Elswick Madison Consolidated High School tremendously grateful for Lance Gassert • Christie Crafton Memorial Scholarship Madison Consolidated High School • M.W. Anderson Scholarship Ashlie Stidham the educational opportunity Summer Brooke Johnson Madison Consolidated High School that has been presented Lydia Arney • Brad O’Leary Scholarship • Terri Nighbert Memorial Scholarship 2002 J. Chase Crafton Madison Consolidated High School • Deputy Alumni Scholarship to me by the Community • Calvin Family Scholarship Annie Marsh Angela Hamilton • Mabel Green Memorial Scholarsihp Foundation, and I am • Glenn G. & Dorothy Ebel Huntington Madison Consolidated High School John Vest Brianna Howard Southwestern High School thankful for all my family, Nicholas Battjes Memorial Scholarship • Dupont Alumni Scholarship friends, and teachers who 2003 Ashley Bruther Southwestern High School • Mabel Green Memorial Scholarship • Ralph & Robyn Jones Family Memorial Riley McGarry Scholarship have influenced the path that Brian Consley • Lisa Cheatham Memorial Scholarship Megan Gray Madison Consolidated High School • Jefferson County 4-H Scholarship has lead me to this point.” Tiffani Kring Madison Consolidated High School Patrick Bear • Tiffany Lee Carter Memorial • Marcia S. Morrill Scholarship 2004 Christopher Deaton Shawe Memorial High School • Thomas D. Craft, Jr. Memorial Scholarship The scholarships are the Brandon Kocher • Dupont Alumni Scholarship Scholarship • Sharon Thom Alcorn Memorial Hannah Walker result of a statewide Lilly Madison Consolidated High School Ashly Trantham • Helyn Bishop Scholarship Scholarship Endowment, Inc. initiative Olivia Beasley • Class of ‘84 Scholarship • Carl J. & Mary M. Hoefling Scholarship to help Hoosier students 2005 Kevin Brittain Madison Consolidated High School Chelsea Griffin Jordan Wilkerson • Norma A. Cull Memorial Scholarship Southwestern High School Sara Miller Kyle Wehner reach higher levels of Madison Consolidated High School • Ernie Brierly Memorial Scholarship New Washington High School education. Indiana ranks 2006 Van Green Alexa Bennett • Dupont Alumni Scholarship Madison Consolidated High School Dalton Hardy • Christie Crafton Memorial Scholarship among the lowest states in Kara Ricketts • Jefferson County 4-H Scholarship the percentage of residents • Community Foundation Scholar Award Southwestern High School Nathan Norris 2007 Brittany Drossart Bailey Wolf over the age of 25 with a Seth Brawner • Keith Brooks Memorial Scholarship Madison Consolidated High School Shawna Finney Shawe Memorial High School bachelor’s degree. There Madison Consolidated High School • Brian Stites Memorial Scholarship • Chan Chilton Memorial Scholarship • George & June Miller Memorial were 142 scholarships 2008 Levi Hamner • Lilly Endowment Community Scholarship • Jefferson County 4-H Scholarship awarded statewide. Haley Owen Scholarship 2009 Hilary Deuser Jordan Fry 2016 Scholarship 2010 Candi Cain Recipients Maggie Thomas 2011 Chelsea Stephan 2012 Erin Saige Sentell 2013 Brittany Dicus 2014 Kaitlin Browning 2015 Abigale Wynn 2016 Seth Brawner

26 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 27 BOARD & VOLUNTEERS FINANCIALS

STATEMENT OF FINANCIAL POSITION FUNDS 2016 BOARD OF OTHER PAST BOARD MEMBERS: ASSETS Fund Balance 2016 2015 DIRECTORS: COMMUNITY Roger Allman (1999-2003) Fred Koehler (2003-2008) Endowment Funds by Type: Darleen Connolly Cash and cash equivalents $ 576,325 $ 654,681 VOLUNTEERS: Mike Armstrong (1997-2003) Lillian Sue Livers (1995-1999) Donor Advised $ 3,906,600 Chair Investments 21,314,779 19,385,725 Elizabeth Auxier Acorn — Darrell Auxier (1992-1996) Donald McCauley (2002-2007) Contributions receivable, net - - Steve Telfer Designated 5,983,468 Leana Barnes Prepaid expenses 353 178,067 Vice Chair Dan Baughman (2000-2006) Chuck McKay (2009-2014) Field of Interest 609,253 Furniture and equipment, net 282,191 294,591 Stacy Barnes Gerry Michl (2003-2006) Scholarships 3,528,273 Anthony Brandon Nancy Bear (2007) $ 22,173,648 $ 20,513,064 Marta Belt Board Advised 6,888,965 Treasurer Jim Braun (2004-2009) Marcella Modisett, MD LIABILITIES AND NET ASSETS Agency 354,652 Jim Braun (1995-2000) Ben Foley Timothy Breeding (2005-2010) 2016 2015 $ 21,271,211 Secretary Launa Braun Sarah Morgan (1995-2001) Liabilities Ben Canida (2012-2015) Dan Dattilo Bernard Murphy (1995-1997) Accounts payable $ 4,722 $ 3,363 Jaman Geyman Cliff Carnes (2012-2015) Grants payable 50,000 - GRANTS Carrie Dickerson James C. Pendleton (1993-1997) Robin Goodknight Janet E. Castor (2000-2002) Charitable gift annuities 165,299 178,007 Carri Dirksen Eric Phagan (2013-2016) Grant Amt # Avg. Grant Amt Scott Hubbard Lonnie Collins (2000-2006) Deferred revenue — 19,630 Laurie Dorsey Donald L. Phillips (1995-2000) Custodial funds 535,150 433,612 Grants by Fund Type: David J. Craig (1991-1997) Al Huntington Total liabilities 755,171 634,612 Donor Advised $ 122,650.00 72 $ 1,703.47 Angela Elles Dr. Ralph Pratt (1991-1993) Tom Davee (1996-2002) Net Assets Acorn - - - Joe Jenner Cara Fox Dotti Reindollar (1991-1994) Unrestricted Designated 208,900.00 61 3,424.59 Carri Dirksen (2010-2016) Ann Schwartz Tamara Hall Ivan Rimstidt, D.V.M. (1993-1999) Operating 336,732 350,027 Field of Interest 24,762.00 17 1,456.59 Mike Dorsey (2000-2006) Board Designated 165,430 158,359 Scholarships 121,690.00 56 2,173.04 Margaret Jennifer Hensler Howard Risk (1997-2000) Seifert-Russell Cecil Dorten (1991-1994) Total unrestricted net assets 502,162 508,386 Board Advised 196,768.00 54 3,643.85 Curt Jacobs Michael Robinson (2008-2014) Temporarily restricted 20,916,315 19,370,066 Agency 5,300.00 5 1,060.00 Brenda Eversole (1991-1996) Ann Suchocki Julia Johnson Bruce Rose (1993-1995) Total net assets 21,418,477 19,878,452 $ 680,070.00 265 $ 2,566.30 Gregory K. Flood (1991-1993) $ 22,173,648 $ 20,513,064 Josh Wilber Sally McWilliams Tim Sandker (1996-2000) Matt Forrester (2000-2006) Steve Meacham Rhonda Sauley (1994-1998) LEGAL COUNSEL: Virginia Franks (1996-2000) STATEMENT OF ACTIVITIES Mark Wynn Angela Miller Susan Schmidt (2008-2011) Support and Revenues Sam George (1997-2000) Ashley Schutte (2007-2013) 2016 2015 Don Phillips Constance M. Goodman STAFF: Contributions $ 706,662 $ 771,777 Bill Barnes Alanagh Pimlott (2000-2006) E. Perin Scott (1991-1996) President & CEO Change in discount related to John Podczerwinski Ann Grahn (1991-1997) Wendell Seaborne (1998-2000) charitable gift annuities (29,123) (33,730) Kelly Miller Investment return, net 2,010,380 (675,230) Lori Slygh Terry Grote (1996-2002) Betty L. Sebree (2001-2007) Finance & Program Officer Management fees 257,519 253,938 Gayle Spaulding Walter F. Grote, Jr. (1991-1994) Phil Sherman (1991-1998) Other revenues 12,000 12,342 Kelley Hoagland Total support and revenues $ 2,957,438 $ 329,097 Program Associate Sue Stack Thomas V. Hambrick (1991-1993) Tom Solomon (2006-2012) Susan Stack (2006-2012) Meredith Pierson Lisa Steele Bonnie Hare (2010-2016) Expenses Intern Chelsea Stephan William H. Hensler (2001-2007) Rich Sutter (1998-2000) 2016 2015 Susan Taylor Robert D. Hoban (1991-1998) Barbara Trimble (1991-1995) Grants $ 830,770 $ 604,794 Salaries and benefits 196,103 185,299 Nancy Underwood (1999-2005) Nancy Totten Kathleen Huffman (2005-2009) Operating expenses 92,748 98,306 Donn Vecchie-Campbell Nancy Underwood Alice Jackson (2004-2009) Professional services 12,825 13,675 Founding Board Members (2011-2013) Marketing and donor development 38,930 29,507 Donna Wehner Curt Jacobs (1998-2004) Tony Waltz (1999-2005) Management fees 246,037 240,183 Beverly Yeager Jane W. Jacobs (1991-1998) Total expenses 1,417,413 1,171,764 Roger Williams (2008-2010) Amber Youngblood Jane Jakoubek (2004-2006) Change in net assets 1,540,025 (842,667) Mark Wynn (2006-2011) Net assets, beginning of year 19,878,452 20,721,119 Kris W. Kindelsperger (1991-1998) Net assets, end of year $ 21,418,477 $ 19,878,452 Sue Kittinger (2002)

28 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 29 Nonprofit Org. U.S. Postage PAID Madison, IN Permit No. 5007

P.O. Box 306 Madison, IN 47250-0306

The Community Foundation of Madison and Jefferson County is pleased to provide this annual report as part of our commitment to honoring philanthropy. You will find within these pages the names of donors who are impacting our community through their generous gifts. You will see how the Foundation supports projects that improve the quality of life in Jefferson County. You will find names of friends and neighbors who have been memorialized or honored by meaningful gifts. You will meet students attending college with help from our scholarships. And you will find financial information as we strive to provide transparency in the stewardship of our gifts. We hope you enjoy reading this report, and we invite you to share it with friends and family after you have read it.

Publication of this report has supported the following local businesses: Digital Printing, Inc. ReAL Design 2906 Clifty Drive, Madison 518 E. 2nd Street, Madison, IN

Community Foundation Confirmed in Compliance with of Madison & Jefferson County Indiana and National Standards P.O. Box 306 for U.S. Community Foundations 416 West St., Suite B Madison, IN 47250-0306

812-265-3327 Fax: 812-273-0181 facebook.com/cfmjc [email protected] @CFMJC cfmjc.org