20Th Anniversary 1 991 2011
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Commun ty ity n F u o o u C n n d o a s t i n o n h o J 20th Anniversary 1 991 2011 JOHNSON COUNTY COMMUNITY FOUNDATION RevealedTWENTY YEARS OF PHILANTHROPY, GRANTMAKING AND NONPROFIT LEADERSHIP ANNUAL REPORT 2010 Revealed: 20 YEARS OF Philanthropy, GRANTMAKING AND NONProfit LEADERSHIP Table of Contents, Timeline and History inside cover Commun ty ity n F Letter from Board Chair & President/CEO 1 u o o u C n JCCF 20 Year Timeline and Historical Perspectives 2-5 n d o a s t i Community Impact Grants, Youth Grants, Grants by Fund, How to Apply 6-9 n o n h o J Starlight Express Gala, Gala Donors 10-11 20th Anniversary JCCF Funds, Giving Options, Jarvis Family Profile 12-18 1 Scholarship Profile, 2010 Annual Meeting Review 19 991 011 2 Scholarship Recipients 20-21 Circle of Friends, Donors, Grimmer Family Profile 22-23 Donors, Legacy Society, Memorial & Honorary Gifts 24-26 Program and Historical Highlights 27 Financial and Investment Profile, Asset Growth 28-29 Board of Directors and Staff Photos, Committees, Internship Program 30-31 2011 Gala, Sponsors 32-inside back Our Vision and Mission, National Standards back cover Revealed: the early years 1989 1990 1991 1992 → → → → ■ Greater Greenwood Pride ■ Lilly Endowment announced ■ The foundation was ■ Board focused on developing and Progress Foundation GIFT (Giving Indiana Funds for reorganized as the Greater organizational structure and policies ■ was established by a group Tomorrow), an initiative to support Johnson County Community Board participated in training opportunities of Greenwood and Johnson the establishment and growth of Foundation; incorporation via the GIFT program ■ Foundation leaders County community leaders. community foundations in Indiana. papers were filed ■ A conducted a beginning public relations Fundraising efforts began. ■ Leaders explored a countywide representative board of campaign ■ Hired the first part-time focus that would position the directors and advisory board employees, a secretary (Susan Grant) and foundation better for support and was formed. executive director (Joe Gossman) ■ Began sustainability. operations in the basement of Franklin’s City Hall ■ Received the first fund as a trust transfer from National City Bank, The Washington Jefferson Williams Fund. What started as nothing more than an intangible dream has grown to a significant pillar in the Johnson County community. In 1989, Greenwood insurance agent Jim Boggs attended a conference in San Francisco and brought back an idea that his community could form its own charitable trust to raise money and support good causes in his community. Boggs spent time and money pursuing this concept of a community foundation. With the support of other Greenwood business leaders, the Greater Greenwood Pride and Progress Foundation was formed. Although Boggs passed away before the foundation he envisioned was revealed, his dream Jim Boggs eventually was unmasked, and today the Johnson County Community Foundation is home to more than 230 funds and $16.3 million in assets that connects people who care with causes that matter in Johnson County. A MESSAGE FROM THE BOARD CHAIR & PRESIDENT/CEO Lifting the Veil on 20 Years As the Johnson County Community Foundation moves into 20 years of serving the community, it is our wish to reveal to you our observations of the importance of this organization to those around us. Many years ago, the original group of foundation visionaries saw the potential to provide the community with a little known vehicle for charitable giving Richard Wertz, – an endowment. These visionaries had no product to sell – no puppies or Board Chair library books or food for the hungry – but they had a concept that could set the groundwork for community giving, perhaps forever. The initial goals of the group were met – and the generosity of donors has resulted in a solid financial base that can support puppies, library books, food for the hungry plus many more that include charitable, educational and developmental programs and initiatives in Johnson County. Gail Richards, Once the foundation gained solid footing, President & CEO the visionaries never looked back, except in pride. As the organization matured, many changes occurred, and the foundation: evolved from a grass-roots volunteer initiative to one that is nationally accredited. → → had a volunteer structure and part-time staff until Sandy Daniels was hired as the first full-time executive director in August 1994. → moved several times from small temporary office spaces to its current home in a historic building in downtown Franklin. began with no money and an untried “concept,” but now has $16.3 million in assets. → → gave the first grant to the Johnson County Public Library for $522.69, and since then more than $6 million has been distributed in grants in the community through the generosity of local donors. Those first visionaries must be congratulated for starting and continuing to support the foundation. The programs needed to keep this community healthy and viable will continue long into the future, if not forever, through the generosity of those first visionaries and those who have followed. Please take time to read the interviews of a few of those first visionaries who are profiled in this report. As you read through 20 years of foundation history, ask yourself: “Am I one of the community visionaries who will be profiled in the 40th annual report?” 1 Revealed: 20 YEARS OF PHILANTHROPY, GRANTMAKING AND NONPROFIT LEADERSHIP Marty and other early volunteers set out Marty Armbruster was to build a foundation in Greenwood, but it intrigued by the unique was not long before they saw the value in making their efforts a county-wide initiative. blend of investment, With the guidance of the Lilly Endowment, accounting and a strategic plan was developed to involve all community involvement townships in Johnson County. that defined a community An undertaking of this size required more than just volunteers, so the board of directors foundation. hired Joe Gossman as the first part-time “We had to fight and believe executive director. Marty, an accountant in the vision. Given enough establishing his business Marty recalled times when the board had to time, it would catch in Greenwood, became lend their own personal funds just to make the first board president payroll. on. It did. What we had of the foundation. envisioned has worked. “We had to fight and believe in the vision. “I was fascinated by Given enough time, it would catch on. It did. It’s all we dreamed of and the combination of What we had envisioned has worked. It’s all attributes that the we dreamed of and more.” m ore .” Marty Armbruster foundation brought to the scene,” said Marty. Revealed: growth years 1993 1994 1995 1996 → → → → ■ Dr. Harold and ■ Hired the first full-time ■ With 11 funds, GJCCF issued $21,000 in ■ Met Lilly Endowment’s first challenge Mildred Richardson executive director (Sandy grants ■ Hired an employee with financial match to raise $1 million in permanent established the first Daniels) ■ Lucile Williams accounting experience and customized an endowment and received $500,000 ■ endowed fund ■ Moved established two endowed funds accounting system ■ Provided the Youth Entered into second challenge to raise an to a one-room office ■ Foundation produced a limited as Trustees program involving local youth additional $500,000 for equal match ■ at 23 N. Main Street, edition pictorial history of the in leadership training ■ Held the first three Karen Runnebohm was hired as part time Franklin. county for awareness and to training workshops for nonprofits and adminstrative assistant ■ Developed a raise funds ■ Conducted our first advisors ■ Launched the first Starlight Leadership 2000 plan, a new logo and community needs assessment. Express gala event, raised $20,000 with committee workplans ■ Received notice 80 guests, 11 volunteers and one of first deferred gifts (charitable trust and corporate sponsor. bequests) ■ Provided technical assistance to 30 organizations and multiple workshops. Assets Then and Now 1993 → $314,287 Jim Manak, Mike St. Pierre, (both past board chairs) and Dan Evans with Sandy 2010 → $16.3 million Daniels at the grand opening of Greenwood’s Main Street Bob Evans. 2 Past Executive Director Sandy Daniels with Ro Umbarger and Pat Van Valer, both past board chairs, at Daniels’ farewell tribute in 2007. The Umbargers and Van Valers are actively involved with the foundation as volunteers and donors. won awards and became By 1994, the a model of best practices, foundation needed governance and leadership for other young a full-time executive foundations around the director, and Sandy country. Daniels fit the bill Sandy served on many perfectly. state and national committees within “The bottom line is, the industry. She served as chair beyond my family, Daniels was already involved as of the Community Foundation a volunteer board member with Committee and co-authored the there is nothing I am grantmaking and policy development first standards for the Indiana more proud of than this and had experience with nonprofit Grantmakers Alliance. management. community foundation. Such leadership to self-regulate Sandy Daniels With an organization so young, the industry helped community It is my baby.” Sandy was taking a risk, but she foundations cement their reputation knew it was what she wanted to do. of offering honest, trustworthy and established giving options to donors. Sandy said, “It was the neatest thing $300,000 to nearly $14 million. I’d ever heard of!” To maintain the foundation for future generations, Sandy Sandy retired from JCCF in 2007 after Well-aware that her job demanded understood the importance of 16 years of service, but she continues the upmost in ethics, Sandy took building a permanent endowment. to provide consulting services to her role very seriously and became community foundations across the known as “The Policy Queen.” She was so excited when she received country and works with the Council the very first $1,000 donation that on Foundations in Washington, D.C.