2018 ANNUAL REPORT

2018 CFMJC_Annual_Report2.indd 1 7/10/19 10:18 AM Dr. Marcella S. Modisett

Douglas & Ann Grahn

Frank Hare Bill & Virginia Kessler

Tom Palfreeman

George & June Miller

Harve & Joyce Rawson

Mary Hoefling

Mary Goode Wallis LASTING LEGACIES The faces you see here are those of donors who are no longer with June Kirk us, but are still making an impact on Jefferson County. In 2018, the Community Foundation began a newspaper ad campaign to remember the generosity of these donors2018 and ANNUAL to show, that over REPORT time through investment and growth, they are still contributing to the organizations and causes they loved the most during their lifetime. You’ll see examples of these ads sprinkled throughout thisRichard annual & Ruthreport. Heck

Scarlett Cline Goode

Helyn Bishop

William Stiver

Mabel Green

Delbert O. King

George Kirk

Roland Lichlyter

2018 CFMJC_Annual_Report2.indd 2 7/10/19 10:18 AM Dear Friends, Legacy/Custer Contest 2-3 In September of 2018, we began a new advertising campaign to demonstrate how community-minded people can continue to support what matters most to them, even after they are no longer with us. Since we have received such positive feedback on these ads, we chose to share these legacies in our annual report. & Existing Funds New 4-11 Here is a quick summary of 2018 using the tagline GIVE, GROW, GRANT: GIVE – Last year the Community Foundation received 613 donations totaling nearly $2M. As you can see in the pie chart below, 68.4% of the tax-deductible donations we received were $100 Legacy Society 12 or less. We are truly a foundation for the whole community. A record 18 new endowments (pages 4-7) were established thanks to generous people, and our Legacy Society (page 12) grew with three new individuals giving us permission to publicly acknowledge their planned estate gifts to the Leadership Jefferson County 13 Community Foundation. LASTING LEGACIES GROW – 2018 was a good year in the stock The faces you see here are those of donors who are no longer with market until the fourth quarter, when we saw us, but are still making an impact on Jefferson County. In 2018, the our endowed assets decrease. We ended the year Community Foundation began a newspaper ad campaign to remember -8.44% with a year-end balance of $22,636,194 but the generosity of these donors and to show, that over time through we have recovered well in 2019. investment and growth, they are still contributing to the organizations Giving Women’s Circle 14-15 and causes they loved the most during their lifetime. You’ll see GRANT – Grants and scholarship awards totaled over $838,000 last year thanks to all examples of these ads sprinkled throughout this annual report. our wonderful financial supporters. Our graduating seniors received over $153,000 in scholarships (pages 24-25) and we awarded over $223,000 in competitive grants (pages 21-23) to 22 nonprofit organizations. Thank you to everyone in our donor family, both past and present. No matter the size of the donation, your gift will benefit the people, projects, and passions of Jefferson

County, FOREVER. Donors 16-20

Ann Suchocki Board Chair Grants 21-23 Grants 21-23 Scholarships 24-25

Bill Barnes President & CEO Board & 26-27 Volunteers Financials 28

2018 CFMJC_Annual_Report2.indd 1 7/10/19 10:18 AM Legacy / Custer Contest

Legacy – what does that word mean to oratorical contest that would award you? To the Community Foundation, prize money to the participants. To our definition of legacy means that start this contest, he gave $1,000 to the an individual, family, or organization school for prizes, with the hope that took the time TODAY to think about the interest it gained each year would TOMORROW. The very core of the be given to those senior students. The Community Foundation started with first contest was held in 1912. The a group of volunteers in 1991 who 108th contest was held in April 2019, wanted to set the groundwork to make and participation is open to the top five sure that future generations of Jefferson students of the senior class who have County residents would see perpetual attended Madison Consolidated High positive change through grants and School (MCHS) for four years. scholarships. Those volunteers and our In order to keep Mr. Custer’s early donors established endowments enthusiasm to grow the contest that are still benefitting Jefferson going, contest participants and their County residents, today. families established an endowment Throughout this annual report, you will at the Community Foundation. “We legacy - /’legǝsē/ see the faces of past and current donors will conduct the Custer Contest as (Merriam-Webster) who have added to the Foundation’s we always have,” said Madison legacy. Beginning in 2018, we created Consolidated Schools Superintendent a newspaper ad campaign sharing the Dr. Jeff Studebaker, “but we need noun impact of some of our donors who are for the funds to grow in order for the no longer with us. Some of the donors awards to be of greater value to the 1. a gift by will that we have featured left a gift to the students.” At the end of 2018, the Foundation in their will or estate plans, Community Foundation launched the especially of money but the majority actually made their Spirit of Custer Giving Campaign of other personal contributions during their lifetimes, to allow past participants, their like George and June Kirk who are families, friends, and classmates an property; bequest featured on this page. opportunity to contribute to the cause. Since the campaign launch in October The legacy of one of our new funds 2018 through the press date of this 2. something for 2018 actually goes back to 1911! publication (July 2019), 51 individuals In that year, a local man named A.S. transmitted by and families have donated, which you Custer had an idea to create a new can see at right. or received from tradition at Madison High School. an ancestor or His vision was to create an annual predecessor from the past

Three generations of the Riley-Poling-Stephan families have participated in the annual Custer Contest. Pictured are (from left): Chelsea (Stephan) Dugle – 2011, Tracy (Poling) Stephan – 1981, Carol (Riley) Poling – 1962, & Alex (Stephan) Garrett – 2006. (Photo courtesy of Janie Mahoney Photography)

2 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 2 7/10/19 10:18 AM One of the neatest things when looking earliest participant was Alvin Rogers Klopp, Knouf, Maas, Petscher, Scott, at the roster of participants is seeing in 1913. Other Rogers family members Staicer, Turner, Williams, and Zink. multiple generations of the same included: Ernest (1915), Charles These are just the family connections family as contestants. Some of those (1968), Pam (1969), Rebecca (1971), that we are aware of and we are sure family examples are that participation Melissa (1985), Lane (1993), and Ben there are many more! of the Riley-Poling-Stephan families. (1997). The Spaulding siblings, Stuart Do you have something that you’re Carol (Riley) Poling participated in (2010), Sarah (2012) and Spencer passionate about like A.S. Custer? 1962, her daughter Tracy (Poling) (2015), each won their respective Contact us to take the first steps toward Stephan participated in 1981, and senior years and were all coached by planning your own legacy. If you her granddaughters Alex (Stephan) now retired teacher Susan Ohlendorf. already have plans that include the Garrett and Chelsea (Stephan) Dugle Other family names include: Brawner, Community Foundation, we encourage participated in 2006 and 2011, Brogan, Canida, Danner, Demaree, you to take a look at page 12 to learn respectively. The Rogers family’s Detmer, Deveary, Gruner, Hare, Hertz, more about our Legacy Society.

The Alcorn Family Susanne Hamner James & Carol (Riley) Poling in memory of Sharon (Thom ‘68)* Alcorn mother of Noah Hamner (‘09)* 1962 participant & husband; Keith & Nancy Alexander Doug & Tricia Hardin parents of Tracy (Poling ’81)* Stephan; Contest coach & wife parents of Benjamin Hardin (‘18)* grandparents of Alex (Stephan ’06)* Garrett & Chelsea (Stephan ’11)* Dugle Tom Bruner Sara Hare father of Kathryn (Bruner ‘04)* Cody 1973 participant Jamie Prime 1989 participant Jack Call Kelli Hertz 1963 participant; 1991 participant Judith (Henderson) Reasoner 1959 participant in memory of teacher Art Buckles Kelley Hoagland Ben & Becky Canida in honor of Class of Jason & Jennifer (Petscher) Roney 1997 participant & wife 2000 Custer participants 1993 participant & husband Bob & Charlotte Canida Bob & Claudia Hoban Spencer Mills Schnaitter parents of Christy (’95)* & Ben (’97)* Canida in memory of MCHS Counselor Don Fisher 1977 participant Kyle Cheatham Nelson “Bud” & Dottie “Junior” (Vawter) Greg & Nancy Scott 1997 participant Horine 1967 participant & wife David and Lorie Craft 1965 participant & husband; Phil & Sue Sherman 1985 participant & wife in memory of Sarah Smith, contest coach; in memory of aunt Opal Sherman, longtime in honor of the Class of 1965 contest coach Dale and Kathy Crafton in memory of MCHS Counselor Don Fisher Scott & Michelle Hubbard Linda Sloffer 1985 participant & wife in memory of mother Sarah (Cooke ’36)* Katie Demaree Wilson 2013 participant Richard & Nancy (Jessup) Jones 1954 participant (Nancy); John & Gayle Spaulding Missy (Brawner) Demaree parents of Terri (Jones ’75*) Suiter & parents of Stuart (‘10)*, Sarah (‘12)*, 1981 participant; mother of Katie Demaree (‘13)* Michael (’76)* Jones & Spencer (‘15)* Spaulding Chelsea (Stephan) Dugle Dana (Wilson) Kinney Nancy Sprunger 2011 participant 1989 participant grandmother of Stuart (‘10)*, Sarah (‘12)*, GeorgeAnn Fisher Joan Knowland & Spencer (‘15)* Spaulding; in memory of husband Don Fisher, in memory of MCHS Counselor Don Fisher in memory of husband, Warren L. Sprunger MCHS Counselor Krista (Mehl) Lee Monty & Nancy Stephan Katy (Knouf) Fisher 2008 participant parents of Lisa (Stephan ‘83)* Halleen 2001 participant Maurice & Mary Jane Lorenz William & Rosemary Sullivan Alex (Stephan) Garrett 1952 participant & wife in memory of MCHS Counselor Don Fisher 2006 participant Lillian (Douglass) McCoskey Tony & Robin Waltz Bob & Karla Gauger 1938 participant parents of Emily (Waltz ‘99)* Shapland in memory of MCHS Counselor Don Fisher Mike & Linda (Schiphorst) McCoy Lee Ann (Zink) White Lisa (Stephan) Halleen 1962 & 1963 participants 1963 participant 1983 participant Bill & Susan Ohlendorf Joan (Weinberg) Wolf Noah Hamner Contest coach & husband 1951 participant 2009 participant; R.D. Zink in honor of 2009 Custer participants Tom & Helen Pietrykowski in memory of MCHS Counselor Don Fisher 1966 participant

*Indicates year of participation in the Custer Contest

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In 2018, the Community Foundation had 18 new endowments established – A RECORD NUMBER! Read on to find out more about our different endowment types and about the donors who established these new funds.

Madison Area Arts Alliance Endowment This designated endowment was established by Chris Lanthier and DESIGNATED FUNDS Tami Hagemier. Chris and Tami provide donors the ability to create a steady have supported many community organizations, including the arts, stream of income to one or more specific personally and through their charities – forever. The minimum amount to business, the Lanthier Winery, establish a Designated Fund is $5,000. over the years. Annual grants from this fund will support the Madison Area Arts Alliance’s mission of inspiring and nurturing the Boy Scout Camp Louis Ernst Fund in Honor of Don Riley local creative community and a and Perin Scott sustainable arts movement. An anonymous donor established Madison Riverfront Development Corporation this designated fund for Camp Endowment Louis Ernst in Jefferson County. The donor spent treasured time The Madison Riverfront at the camp during his days as a Development Corporation, scout, and wanted to recognize which is charged with Don Riley and the late Perin the enhancement and Scott as two legendary local beautification of our riverfront, scouters. Annual grants from this established this new fund fund will be made to the Hoosier Trails Council of the Boy Scouts as a long term investment of America to maintain Camp Louis Ernst and support other camp- for future funding. This related expenses. designated endowment will Domestic Violence Support allow current and future Fund volunteers to have a perpetual stream of grant income to Jefferson County has seen a rise carry out their work. in domestic violence related cases. Concerned community William F. Stephan Family members have established this endowment to provide support to Fund Safe Passage, Inc. Grant funding This designated endowment will be used by Safe Passage was created by Bill to respond to the aftermath of a Stephan and will benefit domestic violence situation, and four organizations serving provide prevention and educational programs in Jefferson County. Jefferson County. Bill believes in giving back to Lanier Mansion Endowment the community in which The Lanier Mansion State he lives, and can often be Historic Site is often referred seen volunteering at local to as the “crown-jewel” of blood drives and for other Madison’s National Historic District. An anonymous donor organizations. The annual has established this designated grants from this fund will fund to help the Lanier Mansion benefit veterans through the Jefferson County Veterans Foundation support the historic Council, senior citizens through LifeTime Resources, home through restoration, and the environment and recreation through the Heritage educational programming, Trail Conservancy and Madison Riverfront Development and the purchasing of relevant Corporation. artifacts.

4 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 4 7/10/19 10:18 AM FLEXIBLE COMMUNITY FUNDS give the Community Foundation the flexibility to assist nonprofits annually through grants. Through these funds, donors create a lasting legacy to fulfill the ever-changing needs and dreams of the people of Jefferson County. The minimum amount to establish a Flexible Community Fund is $5,000. German American Bank Endowment Since the Community Foundation was established in 1991, German American Bank has been an active supporter 7 Hugs: The David E. & Sally through financial donations and volunteerism. The mission Kirk Webster of German American Bank states that they “support the Family Endowment communities we serve and believe that when a community thrives, its people prosper.” With this belief in mind, the David and Sally Webster bank has established a Flexible Community Fund. Grants have established this Flexible from this fund will help address the ever-changing needs of Community Fund to benefit the Jefferson County community through the Foundation’s Jefferson County residents annual competitive grants cycle. and address the ever-changing needs of our communities Jenner Family Endowment forever. “7 Hugs” refers to seven very important people The Jenner Family has a long in their life: their two children and five grandchildren. David history of community service and Sally believe that everyone needs a hug, either physical to the city of Madison. Joe or monetary, and this endowment will provide that hug and Katie Jenner established through the funding of programs and projects provided by this Flexible Community nonprofit organizations. Fund in order to give back to the community their family Eleanor T. Birk Foundation loves and has called home for Community Fund many years, and to honor the This Flexible Community Jenner family’s commitment Fund was created by the to community service. Eleanor T. Birk Foundation. The Birk Foundation is a private foundation that has provided support to many Jefferson County nonprofits for over 15 years. This fund Sherman, Barber, & Mullikin Fund for Jefferson County will help the Community This Flexible Community Fund was created by Sherman, Foundation address the ever-changing needs of Jefferson Barber, & Mullikin CPAs. The firm has served the area for County through its competitive grants cycle. over 50 years, and the partners and staff members value giving back to the community. They achieve this by serving on local nonprofit boards, sponsoring community events and programs, and now by investing in the future of Jefferson County through the Community Foundation.

Community Foundation of Madison & Jefferson County 2018 Annual Report 5

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DONOR ADVISED SCHOLARSHIP FUNDS FUNDS support local students pursuing their allow donors to recommend the charitable academic goals following high school. The organizations that benefit from the fund’s annual minimum amount to establish a Scholarship distribution. Donor Advised Funds are a cost- Fund is $20,000. effective and efficient alternative to a private or family foundation. The minimum amount to Custer Oratory Contest Scholarship Endowment establish a Donor Advised Fund is $5,000. In 1911, A. S. Custer gave $1,000 to Madison High School in order to create the Grote Lamplighter Club Endowment annual Custer Oratorical Contest. That tradition has Each year the past president spanned over a century and of the Grote Lamplighter will have the 108th contest in Club chooses a charitable 2019. In the spirit of Custer, organization to receive participants, their family donations from club members, and past coaches members. This year, the have joined together to create Lamplighter Club decided this endowment, which will to establish a donor advised grow the scholarships awarded fund with the Community Foundation with this year’s to contestants for many contributions and fundraisers. In the coming years, Club generations to come. Members will determine how grants from the endowment will be used to benefit local and area nonprofit organizations. Bonnie & Printis Shelton Scholarship Fund Hubbard Family Endowment Bonnie and Printis Shelton Eugene and Norma Hubbard, respectively their son Scott, and his wife grew up in Michelle have established the Trimble County Hubbard Family Endowment. and Jefferson This is a donor advised fund County. They meaning that they, along with married in Scott and Michelle’s children, 1951, and Savannah and Zach, will have resided designate which charitable on Madison’s organizations will benefit from beautiful Main Street since 1966. After retiring from the fund’s annual grants. With serving our nation at White Sands Missile Range (New the recent passing of Eugene, Mexico) and Jefferson Proving Ground, they started the family believes this is a Shelton Realty, and retired again in 2000. Following great way to honor his legacy Bonnie’s passing in 2017, Printis established the by giving back to the causes scholarship to honor her desire to provide everlasting they care about most. financial support and encouragement for college bound Fernando & Julie Rubio Charitable Endowment students, and his strong belief that education opens doors. This scholarship will be awarded to a graduating senior This donor advised fund was ranking within the top 20% of their class from either established by Fernando and Madison Consolidated High School, Southwestern High Julie Rubio. The Rubios saw School, or Trimble County High School. the creation of this fund as a way to make a lasting impact on the community they love and have resided in for the past 38 years. Each year, Fernando and Julie will select the charities that will benefit from the fund’s grants giving them maximum flexibility in their philanthropy.

6 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 6 7/10/19 10:18 AM In addition to the funds ACORN FUNDS mentioned previous, we offer two allow donors to establish a fund over a period of time until they reach the fund minimum. The more types of funds: founding donors pledge to contribute annually to the endowment, usually over a five-year period. Acorn funds are an ideal vehicle for family FIELD OF members, co-workers, classmates, friends, or INTEREST FUNDS neighbors to establish a fund over time to support provide support to a donor’s particular area charitable causes that are meaningful to them. of interest. The Community Foundation staff, Grants Committee, and Board of Directors identify projects that elevate and support these Bill & Stacy Barnes Charitable Endowment specialized interests. The minimum amount to Bill and Stacy Barnes establish a Field of Interest Fund is $5,000. established an Acorn Fund, meaning that they have pledged to contribute annually AGENCY FUNDS until the fund reaches provide an avenue for nonprofit organizations to the official minimum invest their own money and create a perpetual establishing amount. stream of support for their mission. The Once the fund is minimum amount to establish an Agency Fund is permanently established, $5,000. the Bill & Stacy Barnes Charitable Endowment will be a Flexible Community Fund. They chose this type of endowment so grant dollars can be directed where and when they are needed most for many generations to come. Gary Chapman Memorial Scholarship Fund for the Arts Gary Chapman was an asset to the Jefferson County arts community. He shared his artistic talents with many, including local students as an art teacher for 33 years with Madison Consolidated Schools. He enjoyed showing his artwork throughout Indiana and Kentucky, and was a member of the Southeastern Indiana Woodturners Association and the Madison Art Club. To honor his memory and love of the arts, his wife, Kathy, family, and friends, established this Scholarship Fund. It is currently an Acorn Fund, meaning that family and friends will continue to contribute until the fund reaches the minimum establishing amount.

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COMMUNITY FOUNDATION ENDOWMENTS The funds listed below demonstrate what a wide variety of interests people have. Each of them is established with a fund agreement, which directs how the donor wants grants used now and far into the future. The endowments are pooled for investment purposes but accounted for separately. Anyone can add to any of them at any time in any amount. What interests you?

ANIMALS • Madison Riverfront Development EDUCATION • Jerry E. Andress Memorial Animal Corporation Endowment (2018) • Mary Battles Canida Memorial Shelter Endowment (2008) • Madison Riverfront Endowment Endowment • Community Spay/Neuter Fund Fund (1995) • Patty Cooper Memorial Endowment (2011) • Endowment for Pearl Park (2009) for Hanover Presbyterian Church • Friends of the Jefferson County • Rogers Family Memorial Historical Preschool (2016) Animal Shelter (2008) Research Fund (Jefferson Co. • Marty and Bea Ferguson Endowment • Jefferson County Animal Welfare Historical Society) (2008) (Prince of Peace Catholic Schools) Fund Endowment (2017) • Save Our History Endowment (2008) • Madison-Jefferson County Humane (Jefferson Co. Historical Society) • Dr. Gertrude Geraets Memorial Fund Society, Inc. Audrey M. Smith (2017) for Prince of Peace Catholic Schools Chapter Fund (1994) • The Weinberg Family Fund (1995) (2015) • Spirit’s Fund (pet responsibility • Nathan Hadley Memorial Fund for education for youth) (2004) COMMUNITY SERVICE MCHS Career Readiness (2017) • Clearinghouse of Jefferson County • Hanover Community Education THE ARTS Endowment Fund (2014) Fund (2006) • Community Endowment for the Arts • Greg Cloud Memorial Endowment • Madison Consolidated High School (1996) (fire companies) (2007) Special Education Endowment • Harold A. “Hal” Davis Memorial • Community Foundation (2012) Endowment for the Arts (2017) Administrative Fund (1996) • Madison Consolidated Schools • Madison Area Arts Alliance • James T. and Jennie P. Ford Educational Foundation Funds (1994) Endowment (2018) Endowment for the Kent Volunteer • Madison-Jefferson County Public Fire Co. (1997) Library Endowment Fund (2001) COMMUNITY CONSERVATION • Friends of the Madison-Jefferson • Broadway Fountain Endowment • MJHS Peer Counseling Endowment County Public Library Endowment Fund (2000) in Honor of Dianna Risk (2007) (2015) • Catholic Cemeteries of Jefferson • Pope John Elementary School • Richard Tevis Heck/Ruth Irwin Heck County Fund (2017) Children’s Fund (2003) Fund for the Hanover Volunteer Fire • Southwestern Schools Endowment in • College Hills Cemetery Endowment Co. (1997) (2015) Memory of Kenneth Stier (2017) • Jefferson County House of Hope • Deborah Lynn Taylor Memorial • Lanier Mansion Endowment (2018) Endowment in Memory of Patty Endowment Fund (E.O. Muncie Cooper (2016) • Historic Eleutherian College student assistance) (1999) Memorial Endowment (2016) • Ladies’ Auxiliary of Kent Fire • Betty S. Wynn Memorial Fund Department Endowment Fund (1996) • Historic Hoosier Hills RC&D (Business Teacher Professional Endowment Fund (1995) • Retired Seniors Volunteer Program Development at Madison • Jefferson County Historical Society Endowment (2007) Consolidated H.S.) (2010) Endowment Fund (1993) • Salvation Army Endowment in • Jefferson County Medical Society Memory of Tom Palfreeman (2016) THE ELDERLY • Hagemann Endowment Fund for Endowment Fund fbo Dr. Hutching’s • Stellar Madison Fund (2017) Office (1997) Meals on Wheels (2002) • Tri-Centennial Observance Fund • Lifetime Resources Senior Services (our Nation’s Tri-Centennial in 2076) Development Fund (1997) (1994)

• Youth As Resources, Jefferson County, Endowment Fund (2001)

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2018 CFMJC_Annual_Report2.indd 8 7/10/19 10:18 AM THE ENVIRONMENT • Richard Tevis Heck/Ruth Irwin Heck Fund (Indiana Foresters) (1995) • Heritage Trail Conservancy “All of the flowers of all the Endowment (2011) • John Paul Park Conservancy Endowment (2012) tomorrows are in the seeds • Frieda Suppes Jones/John Price Jones Memorial Fund (Jefferson County of today.” Indian proverb Environment) (1993)

RELIGION • Jeanne Bunton Memorial Endowment for Madison Presbyterian Church VETERANS MULTIPLE (2000) • Caring for Veterans Fund (2015) • The Hanover College/Paul Ogle Fund • Christ Episcopal Church Endowment • Jefferson County Veterans Fund (Kiwanis Club of Vevay and Hanover Fund (2008) (Jefferson County Veterans Council) College Scholarships) (1993) (2015) • First Christian Church Endowment • Carl J. and Mary M. Hoefling Fund (First Christian Church, Jefferson (2015) YOUTH County Historical Society, Pilot • Gerald Amos Memorial Endowment • Hanover Presbyterian Church Fund Club, and Retired & Senior Volunteer Fund (intellectually challenged (1995) Program) (2001) children) (1996) • Hanover United Methodist Church • Larry and Charmaine Owens • Big Brothers/Big Sisters of Jefferson Endowment Fund (1997) Endowment (Girls Inc., Madison- County Endowment Fund (1998) • Richard Tevis Heck/Ruth Irwin Heck Jefferson County Public Library, Fund for Madison Presbyterian Church • Eleanor T. Birk Foundation Youth Madison Rotary Club scholarship (2002) Fund (2015) program) (2008) • Kessler and Lawrence Family • Boy Scout Camp Louis Ernst Fund in • Schroeder Foundation Endowment Endowment fbo Christ Episcopal Honor of Don Riley and Perin Scott Fund (local social service agencies) Church (1999) (2018) (1993) • Roland Lichlyter Fund for the Hanover • James M. Demaree Memorial Fund • William F. Stephan Family Fund United Methodist Church (2014) (Girls, Inc.) (1995) (Heritage Trail Conservancy, Jefferson • Arleida R. Metz Memorial Fund • Justin Geyman Memorial Endowment County Veterans Council, LifeTime (Prince of Peace Catholic Parish) (Jefferson County Soccer Association) Resources, and Madison Riverfront (1994) (2007) Development Corporation) • Girls Inc. of Jefferson County HEALTH Endowment Fund (1994) • B.R. and H.L. Alexander Memorial Endowment for H.O.P.P.S. (Helping • Hanover Fund for Youth (1996) Our Pediatric Patients Smile) (2015) • Jefferson County 4-H Horse & Pony • Bethany Circle/Della Courtney Program Fund in Memory of Helen Memorial Endowment Fund (KDH) Kreeger (2017) (2000) • Jefferson County 4-H Development Fund (1996) • Centerstone Mental Health Fund for Jefferson County (2008) • Jefferson County Youth Fund • Developmental Services, Inc. established by the Goodmans (1998) Endowment Fund (2000) • Jefferson County Youth Shelter • Domestic Violence Support Fund (Safe Endowment in Memory of John Passage, Inc.) (2018) Clapham (1998)

• Wanda Jackson Sunshine Fund for • Delbert O. King Memorial Endowment Fund (2000) Huntington’s Disease (2016) • King’s Daughters’ Hospital Fund • Lide White Memorial Boys & Girls (1995) Club Endowment Fund (1998) • King’s Daughters’ Hospital/William G. • Dr. Marcella S. Modisett Endowment Crosby Fund for Pediatrics (1992) for Girl Scouts of Kentuckiana (1996) • Dr. Harve and Joyce Rawson • Life Choices Clinic Endowment (2016) Memorial Endowment (Englishton Park) (2008) • Beverly McGuire Scott Memorial Fund (KDH - Oncology) (1995) • Barbara Trimble Memorial Fund for Girls Inc. (2015)

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DONOR-ADVISED FUNDS • Bethany Circle/Mary E. & Artz Ellis Memorial Fund (1994) • Canida/Knox Family Fund (1993) • Children’s Fund of Jefferson County (2013) • Cronen/Marsiglio Family Endowment Fund (1997) • Bob and Brenda Eversole Endowment (2011) • Grandma’s Cookie Jar Fund in Memory of Rita Miller Adams (2011) • Tony Greco Memorial Fund for the Arts (2015) • Grote Lamplighters Endowment (2018) • Brok D. Hensler Memorial Endowment (2002) • Howard and Mary Muncie Hensler Memorial Fund (2017) • Mike Hess Memorial Endowment (2012) • Hubbard Family Endowment (2018) • Frances K. Eisan Memorial • Kristen E. Kemper Memorial SCHOLARSHIPS Scholarship (2013) Endowment (2008) • Sharon Thom Alcorn Memorial • Mabel Green Memorial Scholarship • Kings’ Daughters’ Health Community Scholarship (1998) (1995) Health Initiatives Endowment (2000) • M.W. Anderson Scholarship (1997) • Hall Family Scholarship (1994) • Madison Chemical Company, Inc. • Helyn Bishop Scholarship (2004) • Marjorie Cornell Hare Nursing Employees Fund (1997) • Broadway School Alumni Scholarship Scholarship Fund (Ivy Tech) (2012) • James A. and Dixie J. McDonough Art (1996) • Dr. Fred S. Henderson Family Education Fund (1999) • Keith Brooks Memorial Scholarship Scholarship Fund (Trinity United (1996) • McKay Family Fund (2013) Methodist Church) (2015) • Calvin Family Scholarship (2013) • Jon Menke Memorial Endowment • Dennis Holt Memorial Scholarship (2008) • CAM Car Club Scholarship (2016) (2000) • Morgan Family Advised Fund (1996) • Hendricks R. Canida Scholarship • Glenn G. and Dorothy Ebel Huntington Contest Fund (2014) • Mickie Nethery Memorial Endowment Memorial Scholarship (1999) (2007) • Tiffany Lee Carter Memorial • Jefferson County 4-H Scholarship (1997) Scholarship (2003) • Dr. John W. Petscher Memorial • Ralph and Robyn Jones Family Endowment (2012) • Lisa Cheatham Memorial Scholarship Memorial Scholarship (1998) (2008) • Neida Rogers Memorial Endowment • Charles H. and C. Chris Keller • The Chan Chilton Memorial for Music (2008) Scholarship (1994) Scholarship (1998) • Fernando and Julie Rubio Charitable • George and June Kirk Scholarship • Class of ‘84 Scholarship (1995) Endowment (2018) (1999) • Joseph V. Cline Scholarship (1994) • Skiles Family Endowment Fund (1997) • Fred and Judy Koehler Family • Thomas D. Craft, Jr. Memorial Scholarship Fund (2017) • Clifford O. Taylor Memorial Fund for Scholarship (2007) the Performing Arts (2001) • Dorothy B. Lotz Scholarship (1995) • Christie Crafton Memorial Scholarship • Madison Chautauqua Scholarship • The Wallis Family Fund (1993) (1995) For the Arts in Memory of Bob • Tony and Robin Waltz Family Fund • Norma A. Cull Memorial Scholarship Fourhman (1994) (2014) (1994) • MCHS Class of 1966 Scholarship • John and Maureen Wurtz Charitable • Deputy Alumni Scholarship (1997) Fund (2011) Fund (2015) • Dupont Alumni Scholarship (2000) • Lynn A. Maricle Music Scholarship (2006)

10 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 10 7/10/19 10:18 AM FLEXIBLE COMMUNITY FUNDS (UNRESTRICTED ENDOWMENTS) • 7 Hugs: The David E. and Sally Kirk Webster Family Endowment (2018) “You have not • Eleanor T. Birk Foundation Community Fund (2018) • Community Foundation Board Member lived today until and Alumni Fund (2014) • Barbara Ann Cowan Memorial Fund you have done (2002) • Cronen/Marsiglio Family Unrestricted Endowment (2002) something • First Financial Bank Community Fund (2015) • Gardner Insurance Agency for someone Community Fund (2015) • German American Bank Endowment who can never (2018) • The Douglas and Ann Grahn Endowment (2002) repay you.” John • Walter A. and Jean Graham Greiner Memorial Fund (1994) Bunyan • Al and Connie Huntington Family Community Fund (2014) • Jefferson County Enrichment Endowment (2001) • Jenner Family Endowment (2018) • Dale McNeely Scholarship Fund (2009) ACORN FUNDS • The Lineburg Family Endowment • Father Hilary G. Meny Scholarship Acorn Funds allow donors to establish (2002) (1994) a fund over a period of time until they • Madison Precision Products • George and June Miller Memorial reach the fund minimum. The founding Community Fund (2014) Scholarship (2014) donors pledge to contribute annually to the endowment, usually over a five- • Gil and Trudy McCoy Unrestricted • Marcia S. Morrill Scholarship of the year period. Madison Rotary Club (1996) Endowment (2001) • Bill and Stacy Barnes Charitable • The John Morgan Family Fund (2002) • Terri Nighbert Memorial Scholarship Endowment (2018) (1998) • Rinda Rains Memorial Endowment • Gary Chapman Memorial Scholarship (2002) • Bill Oldaker Scholarship Fund of the Fund for the Arts (2018) Madison Rotary Club (1992) • Julius “Bud” Ritter Memorial • Friends of Hargan-Matthews Park Endowment (2001) • Brad O’Leary Scholarship (2001) Fund (2017) • Mary Patterson Scholarship (2014) • Margaret Francis Seifert and Gregory A. Russell Endowment (2014) • Troy Allen Pyles Memorial NONPERMANENT FUNDS Scholarship (2004) These advised funds are established • Sherman, Barber, & Mullikin Fund for with the purpose of spending their Jefferson County (2018) • Dr. Harve E. and Joyce E. Rawson entire principal. Donors annually Scholarship (Franklin College) (1999) • Nancy J. Strandmark Memorial Fund decide how much they want to donate (2017) • J. Michael Sample Memorial to charities, make a lump sum gift • Suchocki-Mason Family Fund (2014) Scholarship for Music (1997) into their fund (usually of appreciated • Bonnie and Printis Shelton stock) in that amount, and then advise • Tribute and Memorial Fund (1992) Scholarship Fund (2018) the Foundation on how they would • Vehicle Service Group Employee • Brian W. Stites Memorial like the available money distributed to Endowment (2015) Scholarship (1996) nonprofit organizations. • George Wagoner, MD and Marjorie • Erin Turner Memorial Scholarship • Alex Feltner Memorial Fund (2016) Jefferies Wagoner, MD Fund (2001) (2002) • Fred and Judy Koehler Charitable • Don R. Wallis Memorial Fund (1992) • Dana Vail Scholarship (2004) Fund (2016) • Nathan Wilson Memorial • Bill and June Nighbert Charitable Mathematics Scholarship (1998) Fund (2006) • The Wood Memorial Scholarship (1995) • Curtis Wright Memorial Scholarship (1999)

Community Foundation of Madison & Jefferson County 2018 Annual Report 11

2018 CFMJC_Annual_Report2.indd 11 7/10/19 10:18 AM Legacy Society

In 1991, the Community Foundation HONORING COMMITMENT began its journey to help donors create TO JEFFERSON COUNTY’S lasting legacies to support Jefferson County. From the beginning, Ann FUTURE and Douglas Grahn were right there. Ann served as the Foundation’s The Legacy Society honors individuals Executive Director from 1991-1996. who have demonstrated commitment In his speech at the Community to their community by including The Foundation’s 20th Anniversary party Community Foundation in their estate in 2011, former board member and planning. Too often, these gifts are legal counsel Darrell Auxier reflected unrecognized because they come at the on Ann’s initial involvement in the end of the donors’ lives. The Legacy organization. “Ann saw the big picture Society was established in 2003 as a way and understood Lilly Endowment’s to publically thank these donors during objectives,” he said. “She also had their lifetimes. In 2018, we added three the experience and skills to carry that new individuals to our roster of members. vision out.” In addition to serving the Foundation in an administrative role, Membership in the Legacy Society she and Douglas generously established endowments to support Jefferson ensures that donors’ charitable dollars are County organizations in a variety of ways. Always looking ahead, the utilized in the way they intended. Planned Grahns were among the first members of the Foundation’s Legacy Society in giving may be used to create a new fund, 2003. While Ann and Douglas passed away in 2010 and 2018, respectively, contribute to any of the Foundation’s they each were able to make one last gift to the Foundation through their existing funds, or be distributed at the estate planning and membership in the Legacy Society. discretion of the Community Foundation Thank you, Ann and Douglas, for your generous support and for leaving Grants Committee. a lasting legacy to impact Jefferson County for generations to come. The Legacy Society has no minimum gift requirement, as each commitment represents a pledge to the community Have you given any thought about what will happen to your and its future through philanthropy. Membership is voluntary and free. estate after you’ve passed on? Life has inevitable ups and downs. There are several ways to give including Understandably, many people want to make sure that their family bequests, beneficiary of IRAs and members are taken care after they are gone. But have you also insurance policies, charitable remainder considered leaving a legacy for your community? There are many trusts, charitable gift annuities, and ways to make a planned gift to the Community Foundation, or any charitable lead trusts. nonprofit organization you love. Contact Bill Barnes at 812-274- 0241 or by email at [email protected], and he can share with you the easy options of creating your legacy for Jefferson County’s future.

LEGACY SOCIETY MEMBERS:

Dwight & Rita Addleman Bob & Claudia Hoban Dale & Kay Rankin Bill & Stacy Barnes James & Sherrill Holt Harve & Joyce Rawson Tim & Kim Breeding Al & Connie Huntington Wendell & Debbie Seaborne Kate & Michael Brown Jim Jackson & Alice Carlson David & Betty Sebree Bob & Charlotte Canida Jackson Ralph & Margaret Seifert Dean & Jana Clapham Curt & Nancy Jacobs Printis & Bonnie Shelton Don & Peggy Clapham Kevin Kellems Donald N. Smith Mary Clashman * Chris & Karol Kirk William Stephan Mike & Laurie Dorsey Fred & Judy Koehler Steven Strandmark Bob & Brenda Eversole Connie Mahoney June Taylor George Freeman Allen Manning William & Nancy Underwood Dick & Connie Goodman Bill & Louise Markel Henry Van Leeuwen * Douglas & Ann Grahn Don & Caroline McCauley Jan Vetrhus Meredith Gregg Gil & Trudy McCoy Mary Goode Wallis John Hawk William & Edna Meyers Tony & Robin Waltz Bill & Jennifer Hensler Gerry Michl David & Sally Webster Kelley Hoagland * Marcella Modisett John & Maureen Wurtz Don & Yolanda Phillips *indicates new members

12 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 12 7/10/19 10:18 AM Leadership Jefferson County

The Community Foundation had the opportunity to host the Nonprofits & Volunteerism session. Bill Barnes gave an overview of what it means to be a 501(c)3 charitable organization, healthy governance practices, and invited two nonprofit organizations, the Jefferson County United Way and the Friends of Hargan-Matthews Park, to share more about their missions and programs. In 2017, Leadership Jefferson County was launched as a On May 16, the Leadership Jefferson County Class of 2018 new program at the Community Foundation. Out of many was recognized for completing the program at a special applicants, 15 were selected to participate as the program’s luncheon sponsored by Grote Industries. At the event, two inaugural class for 2018. Leadership Jefferson County members of the class, shared what they had taken away from is a bi-weekly, 10 session course comprised of topics to the previous 10 sessions. “Leadership Jefferson County was give participants a better understanding of resources and nothing short of life changing,” said Class of 2018 graduate relationships in Jefferson County, including an orientation and Chris Mattern to the luncheon attendees. “I came into the sessions on: program wanting to learn how to be more involved in the Business & Economics History community and I left not only involved, but motivated to be a Education Industry part of positive change and growth in Jefferson County.” Government Agencies & Nonprofits & Volunteerism Congratulations to the 2018 graduates of Leadership Jefferson Organizations Social Services County! We look forward to seeing the impact you make on Healthcare Tourism our community!

2018 Leadership Jefferson County Steering Committee Jefferson County United Way Volunteer Coordinator Katie Wood (standing) talks about how community members can utilize the United Way’s Volunteer Front (left to right): Marta Belt, Larry Truax, Kim Brant, Tawana Thomas Back (left Website during the Nonprofits & Volunteerism Session of Leadership Jefferson to right): Rob Barlow, Margo Olson, Bill Barnes, Nadja Boone, John Nyberg County hosted at the Community Foundation.

2018 Leadership Jefferson County Class

Front (left to right): Chris Mattern, Erin Lawrence, Rosie Rohmann, Back (left to right): Jenny Moss, Missy Holt, Stephanie Withered, Sue Melton, Melissa Shelton, Cheryl Kersey, Victoria Perry David Harden, Doug Spiller, Brandi Poling, Shannon Tilley, Brooke Canter

Community Foundation of Madison & Jefferson County 2018 Annual Report 13

2018 CFMJC_Annual_Report2.indd 13 7/10/19 10:18 AM Women's Giving Circle

EMPOWERING THE GOALS OF WOMEN TO MAKE THE WGCJC • Make a significant difference in the A DIFFERENCE community by empowering women to Formed in 2012, the Women’s Giving contribute time, talents, and monetary Circle of Jefferson County (WGCJC) is resources to the needs of women, a community of philanthropic women children, and families. of all ages and backgrounds. By • Educate and increase awareness of combining their financial strength, these the needs of local women, children, women are able to collectively make a and families. positive change for women and children throughout Jefferson County. • Provide social opportunities, events, and exposure for women in our community. Assets of the WGCJC are held HOW WE GIVE and maintained at the Community Foundation through a field of interest The WGCJC makes grants annually WAYS TO pass-through fund and a field of interest to organizations that have the greatest endowed fund. potential to help the women and children VOLUNTEER of Jefferson County. The Grants Sub- There are several ways to volunteer your All women in Jefferson County Circle reviews applications and provides time and talents to the Women’s Giving are welcome and invited to join. grant recommendations to the general Circle. The organization has Sub-Circles Membership consists of an annual membership, which then votes on the (committees) that members can participate contribution of $100, which is tax- recommendations at the annual meeting/ in, including: deductible. Seventy-five percent of dinner in the Spring. Grants are focused each membership is used to make the on the following four fields of interest, • Grants annual grants, while twenty-five percent with the specific purpose of benefitting • Governance is invested in the WGCJC endowment. women and/or children: • Marketing/PR Junior Memberships are available for • Membership young ladies ages 18 and under for $50, • Education and are split $25/$25. • Economic Empowerment • Special Events • Physical and Mental health • Annual Dinner & Fall Luncheon • Violence and Crime • Handmade Market

14 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 14 7/10/19 10:18 AM The Women’s Giving Circle of Jefferson County had 250 members in 2018! From the membership dollars collected, the following competitive grants were awarded:

Big Brothers/Big Sisters of Jefferson County - $1,055 to support a “Lunch & Learn” session on Self-Care and Building Self-Esteem for children and their mentors within the program and provide hygiene supplies JOIN

Canaan Community Academy - $1,000 to purchase books for the school library that demonstrate diversity NOW! Developmental Services, Inc. - $3,117 to provide “Ladies The Women’s Giving Circle Nights” events for clients, staff, and community is open to all Jefferson members County women. You

Girls on the Run/King’s Daughters’ Health - $1,500 can also dedicate your to support the Fall 2019 program and purchase new membership or extra gift running shoes for participants in need in memory or in honor of a

Jefferson County Tobacco Prevention & Cessation - $650 special woman in your life. to host a speaker from the Truth Initiative for middle school and high school students in Jefferson County that will address the use of e-cigarettes Call 812-265-3327 and ask Kelley Hoagland for more Jefferson County Transitional Services, Inc. - $1,000 to information! purchase bedroom dressers for the Ruth Haven home We now offer Junior Lide White Memorial Boys & Girls Club - $1,500 to support Memberships to young ladies the Teen Night program ages 18 and under!

Madison Consolidated Schools - $2,775 to train E.O. Muncie and Anderson Elementary School staff members at the Ron Clark Academy

O.V.O. Head Start - $1,437 to purchase iPads and accessories for Head Start classrooms in Jefferson County to aid the learning experience

PFLAG of Hanover, Inc. - $1,500 to purchase informational materials for educators, law enforcement, healthcare providers, and pastors about youth LGBTQ issues

Southeastern Indiana Voices for Children - $3,500 to provide training and materials to new child advocate volunteers

Trinity United Methodist Church - $1,000 to purchase clothing for women and children for the Jesus Clothes Closet program

Since the Women’s Giving Circle’s creation in 2012, over $129,700 has been granted to programs in our community that serve women and children. Thank you to all past and current members for your help in making a difference in Jefferson County!

Community Foundation of Madison & Jefferson County 2018 Annual Report 15

2018 CFMJC_Annual_Report2.indd 15 7/10/19 10:18 AM Donors

Tom Bruner Mary Davee Todd Bruther Yvonne Davis Karen Buchanan Katie Demaree Sarah Burress Missy Demaree Mary Kay Butler Marty Denton Jack Call Karen Dickie Phyllis Calvin Jim and Carri Dirksen Cheryl Campbell Laurie Dorsey Ben and Becky Canida Carol Dozier Bob and Charlotte Canida Chelsea Dugle Christy Canida Sylvia Duke Donna Carl Vicky Dunagan Janet Castor Gus and Sue Ann Dunker Kyleen Center Jane Durst Robert and Janice Chandler Mary Dwyer Kathy Chapman John and Nancy Eagleson “Anyone can William and Linda Chapman Laura Edwards Carol Chasteen Jackie Eggenspiller give, in any Kyle Cheatham Brian and Laura Elbogen Dean and Jana Clapham Barbara Ellefsen Paula Clark Angela Elles amount, to Eula Clarkson Maggie Elles Mary Clashman Judy Elston any fund, Neil and Jennifer Clayton Brenda Eversole Stephanie Clegg Joe and Evelyn Ferguson Dorothy Cochran Edwin and Wenda Feutz at any time.” Jay and Kathryn Coles Brenda Finnegan Jean Collier George Anne Fisher Bea Collins Katy Fisher Betty Collins Ben and Charley Foley DONORS Kim Bennett Barbara Conklin Josh and Barb Ford David and Lisa Actor Julie Berry John and Darleen Connolly Andrea Forrester Tracy Ahlbrand Katy Biallas Sheryl Coomler Kendra Forrester Merritt and Carolyn Alcorn Tammy Boldery India Cooper Cara Fox Nina Alcorn Nadja Boone Keith and Dariel Courtney Lillian Fox Keith and Nancy Alexander Bill Borden Dale and Kathy Crafton Melanie Fox Loretta Andress Philip and Beverly Bosley Trevor Crafton Heather Foy Melissa Andrew Terry Bower Joe and Susan Craig Patti Frazier Elizabeth Auxier Danielle Boyd Stacey Crawley Sandy Freeman Maurice and Kendra Auxier Jarrett Boyd Valecia Crisafulli Anna Belle Fuller John and Pamela Ball Jim and Launa Braun Paul and Cherri Cronen John and Kim Garland Michele Barlow Tim and Kim Breeding Maria Crowe Drew and Alex Garrett Bill and Stacy Barnes Robert Bringle Brenda Cummins Pam Gates Leana Barnes Brian and Stacy Brockman Julie Curtis Bob and Karla Gauger Dan Baughman and Molly Dodge Julie Brown Melissa Cutshaw Tracy Geglein Hillary Beall and Joe Tesoriero Kate Brown Cara Cyrus Judy George Clint and Nancy Bear Martha Brown Jenny Darnold Jaman Geyman Billie and Barbara Beavers Pamela Brown Marsha Daugherty Debra Glover Marta Belt Sharon Brown

16 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 16 7/10/19 10:18 AM Tom and Sandy Gold Laura Hodges Twila and David Jennings Tracy Keller Robin Goodknight Martie Hoying Beverly Job Brian and Angie Kelley Ann Selby Goodman Eugene and Norma Hubbard Bach and Kim Johnson Gary and Sue Kemper Douglas Grahn Scott and Michelle Hubbard Betsy Johnson Michael and Vicki Kennedy Lisa Gray Janet Huber Lowry Gail Johnson Michelle Kimmel Sasha Gray Al and Connie Huntington Julia Johnson Chricket King Natalie Green Jon and Taleen Jackson Mark and Connie Johnson Chris and Karol Kirk Mike and Maria Grote Wanda Jackson Christina Jones Cindy Kirkpatrick Baker Rennae Grote Leah James Kori Jones Janet Kleopfer Carolyn Gunter Nick and Aleta James Pamela Jones Shirley Kloepfer David and Sheridan Hadley Anne Jenner Kelly Joyce Melinda Klopp Lynn Hall Joe and Katie Jenner Terry Kapfhammer Joan Knowland Patrick Hallam and Lisa Marie Netherton Lisa Halleen Susanne Hamner Glenna Hanks Wade William and Jennifer Hannon Peggy Hans Abby Hanson “It is every man’s Lisa Hanson Kingsley Hanson Renee Hanson Doug and Tricia Hardin obligation to put Bonnie Hare and Richard Ice Sara Hare John Harrell Karen Harrell back into the Nancy Hart Paula Hartman Cori Hasbrouck Dennis Hastings world at least the Mary Heaton Paula Heiderman Lori Heitz Lynn Heitz-McKay equivalent of what Stephanie Hellmann Wilma Henderson Chuck and Bonnie Hensler he takes out of it.” Bill and Jennifer Hensler Jean Herron Carol Hertz Dee Hertz Albert Einstein Joe and Wanda Hertz Katie Hertz Kelli Hertz Elbert Hinds Bob and Claudia Hoban

Community Foundation of Madison & Jefferson County 2018 Annual Report 17

2018 CFMJC_Annual_Report2.indd 17 7/10/19 10:18 AM Donors

Fred and Judy Koehler Crystal Greene Lesley Miller Ann Roahrig Penny Koehler Steven Haines David and Tina Mishko Linda Roaks Robert and Mary Kraft Jon Hallgarth Trudy Mitchell Susie Robbins John and Mildred Kramer Bonnie Hare Mary Beth Mock Diana Robinson Margaret Krantz Trey Harrett Karen Modisett Melba Rodriguez Ken Kraus Markt Heitz Elaine Morrill Alice Rogers Joni Lanham Dan Hodges Cari Morrison-Bear Ann Roller Chris Lanthier and Tami Hagemier Joseph Holcroft Michelle Mouser Jennifer Roney Bonnie Lee Zachary Holskey Thelma Mullett Kathy Rosenberg Melissa Lee-Miller Dean Leatherbury Mildred Nay Fernando and Julie Rubio Denise Leiske Phillip Lobb Anna Nelson Richard and Lisa Russell Keith and Ellen Levine Jason Monday Gregory and Brenda Nethery Pam Sandoz Beth Lewis Larissa Perry Nancy Newell Jean Sauley Beth Lichlyter Stephen Preece Ruby Nichols Susan Schmidt Julie Lichlyter Amber Richards Bill and June Nighbert Tonya Schmidt Nellie Lichlyter Michael Roberson Bill and Susan Ohlendorf John and Ashley Schutte Gretchen Lindquist Darin Sadler Darla Olberding Gregory and Nancy Scott Maggie Lisle Amanda Schmidt Margo Olson Margaret Seifert-Russell and Greg Russell Bill and Linda Liter Bryon Sego Jerry and Bonnie Owens Roger and Beth Sevier Sue Livers Rob Sims, Jr. Larry and Charmaine Owens Flower Shaffstall H. Boone Lodge and William James Skirvin Sandy Palmer Sullivan Joseph Todd Donna Parker Rachel Sharpe Helen Long Matthew Todd Missy Pelsor Printis Shelton Carolyn Lopez William Torline Michael and Gwynn Perlich Libby Sheppard Mary Jane Lorenz Megan Ulery Meg Perry Phil and Sue Sherman Donn and Mary Carol Lorton Teresa Waits Binnie Phillips Linda Shimfessel Belva Lowry Kim Wright Gary and Frannie Phillips Douglas and Eunice Siefert Linda Lytle Janie Mahoney Veronica Phillips Gail Sims Madison Chemical Company Ariel Makin Tom and Helen Pietrykowski Sam and Linda Sloffer Employees Allen Manning Alanagh Pimlot Claire Slygh Christopher Alcorn Scott and Lynn Maricle Sallie Plass Lori Slygh Andrea Andrew Georgia Marnett Brandi Poling Cynthia Smoots Shawn Bennett Linda Martin James and Carol Poling Nancy Sobeck Evan Brown Lonnie Mason Panji Pope and Tom Gabrielsen John and Gayle Spaulding James Bruther Dottie Massie Michael and Melissa Prickett Lauren Spencer Brian Campbell Lillian McCoskey Jamie Prime Louis Spicer Lyle Campbell Michael and Linda McCoy Clara Pruitt Nancy Sprunger Jeanne Cleary Becky Staab Marcia McCracken Jerry and Charlotte Pyles David Craft Pat and Sue Stack Mary Kay McCubbin Vernon and Shirley Pyles Michael Craig Dan Stanley Mary McCuskey Alice Rabin Jeffrey Croxton Tony and Phyllis Steinhardt Andrea McDole Starla Raley Grace Donnelly Monty and Nancy Stephan Chuck and Cindy McKay Angela Rathert Jessie Dunlap Bill Stephan Mike and Tammy McKay Judith Reasoner Kent Ford Steve Strandmark Morgan McKay Sue Rees John Garvey, Jr. Ann Suchocki and Jim Mason Tara McKay Judy Richardson Amanda Goley William and Rosemary Sullivan Charisa McMahon Charles and Mary Pat Ricketts Dick Goodman June Taylor Sally McWilliams Barbara Rimstidt Derek Gosman Karen Todd Gerry Michl Gloria Risk Natalie Green William and Priscilla Torline

18 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 18 7/10/19 10:18 AM “All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.” Jim Rohn

Nancy Totten Linda Wenning CORPORATIONS & Koehler Welding Supply, Inc. Patty Trimble Evelyn Wheeler ORGANIZATIONS Kroger Company Bob Trimble Lee Ann White AmazonSmile Lanthier Winery Jeffery and Marcia Trinkle Jill Wiest Amgen Foundation Lilly Endowment Inc. John Turner Josh and Rielly Wilber ASG, Inc. Madison Chemical Company Sandy Turner Gina and Steve Williams Auxier Investments Inidana, L.L.P. Madison Community Foundation Nancy Underwood Jane Williams Eleanor T. Birk Foundation Madison-Jefferson County Humane Society Marianne Ungru Elizabeth Winters Canaan Community Academy Madison Riverfront Development Elizabeth Varble Sonja Wise Century 21 River Valley Real Estate Corp. Donn Vecchie Campbell Stephanie Withered College Hill Cemetery Association Madtown Liquors Emma Vecchie-Campbell Joan Wolf Crawley Heating and Cooling Malcomb’s Barber - Beauty Salon Maggie Vecchie-Campbell Judy Wolf Farmers Bank of Milton Mane Attractions Jan Vetrhus Katie Wood Gardner Insurance Agency Mason & Mefford, Inc. Lynda Vogler John and Maureen Wurtz German American Bank McKay Accounting Service Betsey Vonderheide Sally Wurtz Girls Inc. of Jefferson County Morgan & Nay Funeral Centre Robert and Mary Kraft Beverly Yeager Hanover Beach Campground LLC My Tribute Gift Foundation, Inc. Tony and Robin Waltz Pam Zehren Indiana Kentucky Electric Corp. Psi Iota Xi Sorority Nancy Watson R.D. Zink J & B Properties Ritz Service Company Julie Wattenbarger Janie Mahoney Photography & Sherman, Barber, & Mullikin CPAs David and Sally Webster Design, LLC Shipley’s Tavern Kashton Webster Jefferson County 4-H Fair Board Trilogy Management Services Kendra Webster and Agricultural Association Tuesday Bridge Club Donna Wehner Jefferson County Genealogical Society United Way of Bartholomew Jason and Mary Ellen Wehner County Jefferson County Historical Society JoAnn Wehner Vectren Foundation, Inc. Jenner Law Office Joyce Wells Vehicle Service Group King’s Daughters’ Health

Community Foundation of Madison & Jefferson County 2018 Annual Report 19

2018 CFMJC_Annual_Report2.indd 19 7/10/19 10:18 AM Donors

TRUSTS & ESTATES Ann Grahn Roger and Beth Sevier Sam and Linda Sloffer Ann Wagoner Grahn Trust Keith and Ellen Levine Linda Shimfessel Nick Wyne Anna & Charles O’Banion Trust Carol Gray Jason and Mary Ellen Wehner Maurice and Kendra Auxier Clarkson Family Trust Michael and Vicki Kennedy Dallas Jackson Wanda Jackson Beverly J. Job Living Trust Iva “Penny” and George Griffin Vehicle Service Group Twila and David Jennings Chuck and Bonnie Hensler Gwen Keller Bach and Kim Johnson IN MEMORY OF: Dennie Hackney Judy Elston Gail Johnson Sharon Thom Alcorn John and Darleen Connolly Kristen Kemper Mark and Connie Johnson The Alcorn Family Nathan Hadley Gary and Sue Kemper Janet Kleopfer Jerry Allen Tom and Sandy Gold Helen Kreeger Belva Lowry Chuck and Bonnie Hensler David and Sheridan Hadley Richard and Lisa Russell Jerry and Bonnie Owens Geneva Andress Marilyn Winke Hennegan Josh and Rielly Wilber Charles and Mary Pat Ricketts Loretta Andress Gary and Sue Kemper Maurice Lorenz Karen Todd Sharon Brown Howard Hensler Mary Jane Lorenz Marcia and Jeff Trinkle Julie Brown Mary Dwyer Matthew and Joel McKay Gina and Steve Williams Mr. Art Buckles Jon and Taleen Jackson Mike and Tammy McKay Jack Call IN HONOR OF: Margaret Hess Betty Miller Gary Chapman Todd Bruther John and Darleen Connolly Christy Canida and Ben Canida William and Linda Chapman Bob and Charlotte Canida Phyllis Calvin Robby Miller John and Nancy Eagleson Robert and Janice Chandler Bill and Stacy Barnes Kathryn Bruner Cody Scott and Lynn Maricle Tom Bruner Barbara Ellefsen Richard and Lisa Russell John Clapham Yvonne Davis Michael and Melissa Prickett Robert Lynn Nay Dean and Jana Clapham Bill and Stacy Barnes Tuesday Bridge Club Mildred Nay Barbara Ann Clayton Panji Pope and Tom Gabrielsen Bill and Jennifer Hensler Mike Hess Juanita Rich and Patty Naegele Barbara Ellefsen Brenda Eversole Brenda Eversole Lindburgh Couch Hilary Beall and Joe Tesoriero Canaan Community Academy Hazel Riggle Hinds & Other Lena Sedam One Room School Teachers Pam Gates Ann Grahn and her Sheryl Coomler Foundation work Elbert Hinds Jerry and Charlotte Pyles Keith and Dariel Courtney Scott and Lynn Maricle Eugene “Gene” Hubbard Vernon and Shirley Pyles William Jennifer Hannon Lisa Stephan Halleen Billie and Barbara Beavers Jean Sauley The Lichlyter Girls - Maria Monty and Nancy Stephan Terry Bower Crowe, Debra Glover, Nellie Opal Sherman Lichlyter, and Clara Pruitt Tim and Kim Breeding Stuart, Sarah, and Phil and Sue Sherman Spencer Spaulding Ritz Service Company Century 21 River Valley Real Marie Spencer John and Gayle Spaulding Gail Sims Estate Michael and Vicki Kennedy Nancy Sprunger William and Priscilla Torline Eula Clarkson - Clarkson Family Trust H. Irene Niccum Spicer Bob Trimble Daniel Dean Louis Spicer David and Lisa Actor Lonnie Mason John and Darleen Connolly John and Kim Garland Morris Spicer Robert and Margaret Ann Dixon Bill and Jennifer Hensler Louis Spicer Gary and Sue Kemper Nick and Aleta James Warren L. Sprunger Betty Esmon Jefferson County 4-H Fair Nancy Sprunger Jim and Carri Dirksen Board and Agricultural Bill and Norma Stiver Association Don Fisher Alice Rabin Brian and Angie Kelley Dale and Kathy Crafton Clifford Taylor Bill and Linda Liter GeorgeAnn Fisher Philip and Beverly Bosley Don and Mary Carol Lorton Bob and Karla Gauger Barbara Trimble Lonnie Mason Bob and Claudia Hoban Brian and Elbogen Bill and June Nighbert Joan Knowland Jessica Walker Larry and Charmaine Owens Tom and Helen Pietrykowski Vehicle Service Group Gary and Frannie Phillips William and Rosemary Sullivan Sarah Cooke Wilson

20 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 20 7/10/19 10:18 AM Grants

Since its creation in 1991, the Community Foundation of members shared an overview of the process timeline, grant Madison and Jefferson County has invested nearly $13 million guidelines and criteria, how to fill out an online application, back into Jefferson County through grants and scholarships. and examples of best practices. Grants from Flexible Community Funds and Field of Interest On September 26, the 2018 Competitive Grant Cycle Award Funds awarded in 2018 totaled $223,322. Reception was held at the Jefferson County Historical Society. In April and May, the Foundation hosted Grant Workshops For consideration of grant funding, local nonprofit agencies for nonprofits interested in submitting an application through submitted an online application. Selected finalists were asked the competitive grants process. Thirty-four organizations took to host on-site visits so members of the Foundation’s Grants advantage of the workshops in order to learn how to put their Committee could learn more about the organizations, their “best foot forward” via their application. Foundation staff projects, and goals.

Organizations that received grant Five to the Five/ Madison Police Department — $8,803 funding included: Historic Hoosier Hills — $10,000 To purchase cameras, audio recorders, Big Brothers/Big Sisters To support the organization’s strategic and assistance cards to document of Jefferson County — $2,122 planning process. domestic violence investigations. To update marketing materials with the Heritage Trail Conservancy — $20,000 Prince of Peace Schools — $13,500 national program’s branding. To pave the east portion of the Heritage To upgrade electric in the school Canaan Community Academy — $4,268 Trail. system’s art room. To purchase a portable sound system Human Relations Commission/ Retired Senior Volunteer Program — and staging for school assemblies. City of Madison — $2,500 $5,060 Centerstone — $5,500 To support the creation of the Kindness To provide transportation to senior To purchase mobile play therapy kits Matters mural. citizens, including veterans, to out-of- and build a resource library. Jefferson County Soil & Water Conservation town appointments. City of Madison — $19,000 District — $8,365 Southwestern Middle/Senior To support the Stellar Communities To support the restoration High School Counseling — $5,000 designation (part of an $80,000 multi- of pollinator habitats in To provide training for counselors year pledge). Jefferson County. and staff to implement the Sources of Strength program. Children’s Advocacy Center of Southeastern Jefferson County Southpaws Indiana — $10,000 4-H Dog Club — $500 Southwestern Varsity To support the satellite office To teach students in the program on Baseball Program — $12,500 expansion. how to be responsible dog owners and To support renovations to the update training equipment. Southwestern High School baseball Deputy Elementary — $3,254 field. To implement the Essential 55 Parent Jefferson County Youth Shelter — $2,950 & Community Book Study. To replace worn carpet in the Activities Town of Hanover — $15,000 Room of the shelter. To upgrade playground equipment at Developmental Services, Inc. — $3,000 Madison Performing Hanover Park to include children of all To purchase hands-on materials for the abilities. Education & Enrichment program. Arts Foundation — $2,000 To support the 2018-2019 concert season.

Jefferson County House of Hope — $30,000 Ivy Tech Community College-Madison — $40,000 To purchase a refrigerated box truck. To purchase new equipment for the school’s welding lab.

Community Foundation of Madison & Jefferson County 2018 Annual Report 21

2018 CFMJC_Annual_Report2.indd 21 7/10/19 10:18 AM Grants

2018 Grant Recipients

The 2018 Competitive Grants Cycle The funds used to make 2018 • The Douglas & Ann Grahn Endowment awards were made possible by the grants possible included: Community Foundation’s Flexible • Walter A. & Jean Graham Greiner Community Funds and Field of Interest • Gerald E. Amos Memorial Endowment Memorial Fund Endowment Funds. To be considered • Eleanor T. Birk Foundation Youth Fund • Hanover Fund for Youth for funding, agencies submitted an • Caring for Veterans Fund • Al & Connie Huntington Family online application and, in the case of the Community Fund finalists, were visited and interviewed • Greg Cloud Memorial Endowment by members of the Foundation’s Grants • Community Endowment for the Arts • Jefferson County Enrichment Committee. Endowment • Community Foundation Board Member & “Our committee is often asked for Alumni Fund • Frieda Suppes Jones/John Price Jones Memorial Fund more than twice the amount that we • Barbara Ann Cowan Memorial Fund have available to grant,” said Grants • The Lineburg Family Endowment Committee Chair and Community • Cronen/Marsiglio Family Unrestricted Endowment • Madison Precision Products Foundation Board Chair Ann Suchocki. Community Fund “It is an honor to serve with a committee • Harold A. “Hal” Davis Memorial that is committee to the process and have Endowment for the Arts • Gil & Trudy McCoy Unrestricted the challenging task of determining the Endowment • Gardner Insurance Agency best investment of grant dollars available Community Fund • The John Morgan Family Fund from the Community Foundation.” • First Financial Bank Community Fund • Rinda Rains Memorial Endowment

22 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 22 7/10/19 10:18 AM • Julius “Bud” Ritter Memorial Endowment 2018 Community Foundation Grant Winners. Front Row: (from left) Starla Raley, Madison Performing Arts Foundation; Rhonda Pennington, • Margaret Francis Seifert and Gregory A. Canaan Community Academy; Jessica Reed, Jefferson County Youth Russell Endowment Shelter; Renee Johnson, Centerstone; Melissa McCutchen, RSVP; Janet • Spirit’s Fund McCreary, Deputy Elementary; Vicki Wehner, Jefferson County Soil & Water Conservation District; Lori Slygh, Southwestern Middle/Senior • Suchocki-Mason Family Fund High School Counseling; Angie Cammack, Big Brothers/Big Sisters of • Tribute and Memorial Fund Jefferson County; and Claire Hirsch, Developmental Services, Inc. Back Row: (from left) Amy Fischmer, Prince of Peace Schools; Kelly Bridges, • Vehicle Service Group Employee Fund Children’s Advocacy Center of Southeastern Indiana; Anne Andreasen, • George Wagoner, MD & Marjorie Jefferies Jefferson County House of Hope; Derik Hutton, Southwestern Varsity Wagoner, MD Fund Baseball Program; Ron Novak, Ivy Tech Community College-Madison; Dave Johnson, Five to the Five/Historic Hoosier Hills; Bob Canida, • Don R. Wallis Memorial Fund Human Relations Commission/City of Madison; Seth Melton, Madison Police Department; Bob Greene, Heritage Trail Conservancy; Trina Copeland, Jefferson County Southpaws 4-H Club. Not Pictured: Town of Hanover. (Photo Courtesy of Nina Campbell Photography)

Community Foundation of Madison & Jefferson County 2018 Annual Report 23

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20218 LILLY ENDOWMENT COMMUNITY SCHOLARSHIP RECIPIENT As the 2018 Lilly Endowment Community Scholar, Madison Consolidated High School graduate Benjamin Hardin received a four-year, full-tuition scholarship and $900 yearly stipend for required books and equipment. Benjamin is the son of Douglas and Patricia Hardin. He currently attends Purdue University and is pursuing a degree in Computer Science. He also has an interest in software engineering and systems programming and participates in the Association of Information Technology Professionals (AITP), the Purdue Courtney Abbott Landon Conner Honors Development Committee, Madison Consolidated High School Madison Consolidated High School and the Purdue chapter of the • Jefferson County 4-H Scholarship • Chan Chilton Memorial Scholarship Lilly Scholars Network. Kayla Adkins Erin Cooper Southwestern High School Shawe Memorial High School “I feel greatly honored to be • Marcia S. Morrill Scholarship of the • Hall Family Scholarship selected as the 2018 Lilly Madison Rotary Club Endowment Community Scholar,” Regin Dean Benjamin said. “Being chosen Miranda Anderson Madison Consolidated High School Madison Consolidated High School Sharon T. Alcorn Memorial Scholarship from such an exceptional • • Calvin Family Scholarship • Mabel Green Memorial Scholarship group of finalists is humbling. I • Troy Allen Pyles Memorial Scholarship • Lynn A. Maricle Music Scholarship appreciate the opportunity given • Wood Family Memorial Scholarship by the Community Foundation Caitlyn Baker and the support they show in Madison Consolidated High School Zachery Dean Madison Consolidated High School helping others. As I enter the next • Glenn G. & Dorothy Ebel Huntington Memorial Scholarship • George & June Miller Memorial phase of life, I hope to use this Scholarship blessing to its fullest potential Christian Balboa and represent our beloved Southwestern High School Miah Dryden Madison Consolidated High School community well.” • Jefferson County 4-H Scholarship • Dupont Alumni Scholarship The scholarships are the result of Emma Beasley • Ralph & Robyn Jones Family Madison Consolidated High School a statewide Lilly Endowment, Inc. Memorial Scholarship • CAM Car Club Scholarship initiative to help Hoosier students Schuyler Edwards reach higher levels of education. Calyb Bentley Shawe Memorial High School Indiana ranks among the lowest Southwestern High School • Father Hilary G. Meny Scholarship • Keith Brooks Memorial Scholarship states in the percentage of Keegan Ehlers residents over the age of 25 with a Faith Boardman Madison Consolidated High School bachelor’s degree. There were 143 Christian Academy of Madison • Jefferson County 4-H Scholarship scholarships awarded statewide. • Madison Chautauqua Scholarship for the Arts in Memory of Bob Fourhman

2018 Lilly Endowment Community Scholarship Finalists Ainsly Liter, Lillian Young, Benjamin Hardin, Andrew Holcroft, Joseph Winters, and Brandon Stewart

24 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 24 7/10/19 10:18 AM Nora Eigel Andrew Holcroft Kendall Sedam Madison Consolidated High School Madison Consolidated High School Madison Consolidated High School • Broadway School Alumni Scholarship • Community Foundation Scholar Award • Jefferson County 4-H Scholarship • Frances K. Eisan Memorial & • Dorothy B. Lotz Scholarship Katelin Smith Class of ‘84 Scholarships Jeremy Huff Southwestern High School • Mabel Green Memorial Scholarship Madison Consolidated High School • Lisa Cheatham Memorial Scholarship • MCHS Class of 1966 Scholarship • Carl J. & Mary M. Hoefling Brandon Stewart Alysa Goins Memorial Scholarship Madison Consolidated High School Madison Consolidated High School Hannah Imel • M.W. Anderson Scholarship • Charles H. & C. Chris Keller Madison Consolidated High School • Community Foundation Scholar Award Scholarship • Dennis Holt Memorial Scholarship • Nathan Wilson Memorial Zoe Griffin Jacob Kyle Mathematics Scholarship Southwestern High School Madison Consolidated High School Alexis Stockdale • Jefferson County 4-H Scholarship • Terri Nighbert Memorial Scholarship Madison Consolidated High School • Ralph & Robyn Jones Family • Brad O’Leary Scholarship Memorial Scholarship Ainsly Liter • Larry & Charmaine Owens Scholarship Madison Consolidated High School Ryan Storm of the Madison Rotary Club • Joseph V. Cline Scholarship Shawe Memorial High School • Community Foundation Scholar Award Autumn Hardy • Dupont Alumni Scholarship Madison Consolidated High School Grace Massie Katheryn Stuart • Dupont Alumni Scholarship Madison Consolidated High School Shawe Memorial High School • Jefferson County 4-H Scholarship • Norma A. Cull Memorial Scholarship • Ralph & Robyn Jones Family • Erin Turner Memorial Scholarship • Dupont Alumni Scholarship Memorial Scholarship • George & June Kirk Scholarhip Benjamin Hardin Katherine Tielking Madison Consolidated High School Olivia Miles Homeschool Lilly Endowment Christian Academy of Madison • • Jefferson County 4-H Scholarship Community Scholarship • Ralph & Robyn Jones Family Memorial Scholarship Bradley Hatton Brianna Trosper Madison Consolidated High School Ashley Miller Southwestern High School • Thomas D. Craft, Jr. New Washington High School • J. Michael Sample Memorial Memorial Scholarship • Christie Crafton Memorial Scholarship Scholarship for Music • Deputy Alumni Scholarship Adam Norris Joseph Clate Winters David Hayes Madison Consolidated High School Madison Consolidated High School Madison Consolidated High School • Curtis Wright Memorial Scholarship • Community Foundation Scholar Award • Helyn Bishop Scholarship Olivia Ommen • Dorothy B. Lotz Scholarship Dupont Alumni Scholarship • Madison Consolidated High School Skyler Wynn Cole Hendrix • Tiffany Lee Carter Southwestern High School Southwestern High School Memorial Scholarship • Brian W. Stites Memorial Scholarship Christie Crafton Memorial Scholarship • Hailey Riley Lillian Young Mary Patterson Scholarship Southwestern High School • Madison Consolidated High School Jefferson County 4-H Scholarship Corgan Hobbs • • Community Foundation Scholar Award Southwestern High School • Dale McNeely Scholarship

Community Foundation of Madison & Jefferson County 2018 Annual Report 25

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2018 BOARD OF 2018 BOARD OF DIRECTORS DIRECTORS: Ann Suchocki Chair Ben Foley Vice Chair Stephanie Withered Ann Suchocki Ben Foley Stephanie Withered Ann Schwartz Treasurer Ann Schwartz, Secretary Todd Bruther Jaman Geyman Scott Hubbard

Joe Jenner Todd Bruther Jaman Geyman Scott Hubbard Joe Jenner Lynn Maricle Steve Telfer Betsey Vonderheide Josh Wilber STAFF: Lynn Maricle Steve Telfer Betsy Vonderheide Josh Wilbur Bill Barnes President & CEO STAFF Kelly Miller Finance & Program Officer Kelley Hoagland Communications & Scholarship Manager

Bill Barnes Kelly Miller Kelley Hoagland

OTHER COMMUNITY VOLUNTEERS: Elizabeth Auxier Cara Fox Susan Ohlendorf Shelli Williams Rob Barlow Drew Garrett Margo Olson Beverly Yeager Leana Barnes Anna Gosman Don Phillips Amber Youngblood Stacy Barnes Tamara Hall Alanagh Pimlott Marta Belt Bonnie Hare John Podczerwinski Lindsay Bloos Jennifer Hensler Ron Roaks Nadja Boone Al Huntington Lori Slygh Anthony Brandon Jerry Johnson Sue Stack Kim Brant Julia Johnson Lisa Steele Jim Braun Janie Mahoney Tawana Thomas Launa Braun Andrea McDole Nancy Totten Carrie Dickerson Steve Meacham Larry Truax Laurie Dorsey Angela Miller Donna Wehner Chelsea Dugle John Nyberg Jane Williams

26 Community Foundation of Madison & Jefferson County 2018 Annual Report

2018 CFMJC_Annual_Report2.indd 26 7/10/19 10:18 AM PAST BOARD MEMBERS (YEARS OF SERVICE): Roger Allman (1999-2003) Sue Kittinger (2002) Tim Sandker (1996-2000) Mike Armstrong (1997-2003) Fred Koehler (2003-2008) Rhonda Sauley (1994-1998) Darrell Auxier (1992-1996) Lillian Sue Livers (1995-1999) Susan Schmidt (2008-2011) Dan Baughman (2000-2006) Donald McCauley (2002-2007) Ashley Schutte (2007-2013) Nancy Bear (2007) Chuck McKay (2009-2014) E. Perin Scott (1991-1996) Anthony Brandon (2011-2017) Gerry Michl (2003-2006) Wendell Seaborne (1998-2000) Jim Braun (2004-2009) Marcella Modisett, MD (1995-2000) Betty L. Sebree (2001-2007) Timothy Breeding (2005-2010) Sarah Morgan (1995-2001) Margaret Seifert-Russell (2011-2017) Ben Canida (2012-2015) Bernard Murphy (1995-1997) Phil Sherman (1991-1998) Cliff Carnes (2012-2015) James C. Pendleton (1993-1997) Tom Solomon (2006-2012) Janet E. Castor (2000-2002) Eric Phagan (2013-2016) Susan Stack (2006-2012) Lonnie Collins (2000-2006) Donald L. Phillips (1995-2000) Rich Sutter (1998-2000) Darleen Connolly (2012-2018) Dr. Ralph Pratt (1991-1993) Barbara Trimble (1991-1995) David J. Craig (1991-1997) Dotti Reindollar (1991-1994) Nancy Underwood (1999-2005) Tom Davee (1996-2002) Ivan Rimstidt, D.V.M. (1993-1999) Donn Vecchie-Campbell (2011-2013) Carri Dirksen (2010-2016) Howard Risk (1997-2000) Tony Waltz (1999-2005) Mike Dorsey (2000-2006) Michael Robinson (2008-2014) Roger Williams (2008-2010) Cecil Dorten (1991-1994) Bruce Rose (1993-1995) Mark Wynn (2006-2011) Brenda Eversole (1991-1996) Gregory K. Flood (1991-1993) Matt Forrester (2000-2006) Virginia Franks (1996-2000) Sam George (1997-2000) Robin Goodknight (2015-2018) Constance M. Goodman (2000-2006) Ann Grahn (1991-1997) Terry Grote (1996-2002) Walter F. Grote, Jr. (1991-1994) Thomas V. Hambrick (1991-1993) Bonnie Hare (2010-2016) William H. Hensler (2001-2007) Robert D. Hoban (1991-1998) Kathleen Huffman (2005-2009) Al Huntington (2011-2017) Alice Jackson (2004-2009) Curt Jacobs (1998-2004) Jane W. Jacobs (1991-1998) Jane Jakoubek (2004-2006) Kris W. Kindelsperger (1991-1998)

Community Foundation of Madison & Jefferson County 2018 Annual Report 27

2018 CFMJC_Annual_Report2.indd 27 7/10/19 10:18 AM Financials

CONSOLIDATED STATEMENTS OF FINANCIAL POSITION FUNDS ASSETS Fund Balance 2018 2017 as restated Endowment Funds by Type: Cash and cash equivalents $ $819,958 $ 871,042 Donor Advised $ 4,045,895 Investments 22,701,887 23,953,262 Acorn 8,216 Other assets 2,013 353 Designated 6,757,005 Property and equipment, net 260,585 269,791 Field of Interest 643,841 $ 25,094,448 $ 22,173,648 Scholarships 3,547,295 LIABILITIES AND NET ASSETS Board Advised 7,334,634 Agency 543,984 2018 2017 $ 22,880,870 Liabilities Accounts payable $9,098 $2,622 Charitable gift annuities 18,695 67,437 Custodial funds 718,860 615,262 GRANTS Total liabilities 746,653 685,321 Net Assets Grant Amt # Avg. Grant Amt Without donor restrictions Grants by Fund Type: Operating 414,319 386,360 Donor Advised $ 149,750.00 96 $ 1,559.90 Board Designated 158,063 181,026 Acorn - - - Total without donor restrictions 572,382 567,386 Designated 291,830.84 71 4,110.29 Field of Interest 43,347.00 19 2,281.42 With donor restrictions Scholarships 137,850.00 70 1,969.2 Restricted for specified purpose 401,425 411,148 Board Advised 210,707.00 75 2,809.43 Restricted in perpetuity - endowment 18,688,672 17,025,138 Agency 5,100.00 5 1,020.00 Restricted subject to $ 838,584.84 336 $ 2,495.79 the Organization’s spending policy 3,375,311 6,405,455 Total net assets 23,037,790 24,409,127

$23,784,443 $25,094,448

CONSOLIDATED STATEMENT OF ACTIVITIES Support, revenues and other 2018 2017 as restated Without Donor With Donor Restrictions Restrictions Total Total Contributions $24,256 $1,733,980 $1,758,236 $674,578 Change in value of charitable gift annuities - 34,579 34,579 79,893 Investment return, net (22,950) (1,929,208) (1,952,158) 3,248,941 Management fees 306,558 - 306,558 285,509 Other revenues 12,000 - 12,000 12,000 Net assets released from restrictions 1,215,684 (1,215,684) - - Total support, revenues and other 1,535,548 (1,376,333) 159,215 4,300,921

Expenses

Program services 1,295,440 - 1,295,440 1,086,377 Management & general 137,516 - 128,636 Fundraising & development 97,596 - 97,596 95,258 Total expenses 1,530,552 - 1,393,036 1,310,271 Change in net assets 4,996 (1,376,333) (1,233,821) 2,990,650 Net assets, beginning of year 567,386 23,841,741 24,409,127 21,418,477 Net assets, end of year $572,382 $22,465,408 $23,175,306 $24,409,127

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Roland Lichlyter Mary Goode Wallis Bill Kessler passed in 2005. passed away in 2014. passed away in 2013. Virginia Kessler passed in 2014.

This year, he gave $1,600 This year, she gave This year, they gave $2,000 to to Hanover United $22,300 to nonprofits Christ Episcopal Church Methodist Church. in Jefferson County. in Madison.

Scarlett Cline Goode Ann Grahn passed in 2010. Dr. Frank Hare passed away in 2004. Douglas Grahn passed in 2018. passed away in 2013.

This year, she gave $33,100 This year, they gave This year, he gave $1,500 to Ainsly Liter for her $100,700 to nonprofits to a student in the Belmont education. serving Jefferson County. Ivy Tech Nursing program.

Principal Delbert O. King Helyn Bishop Richard Heck passed in 2005. passed away in 1999. passed away in 2009. Ruth Heck passed in 2010.

This year, he gave $1,200 to the This year, she gave $1,000 Southwestern HS Athletic Dept. to David Hayes for This year, they gave $2,300 to for student athletes in need. his Purdue education. area nonprofit organizations.

TODAY, you give to causes and organizations that you care about. To learn how you can continue to support what matters most to you FOREVER, contact us at 812-265-3327 or [email protected].

Community Foundation of Madison & Jefferson County 2018 Annual Report 29

2018 CFMJC_Annual_Report2.indd 29 7/10/19 10:19 AM 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 [email protected] facebook.com/cfmjc cfmjc.org

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