2011 ANNUAL REPORT 4 2011 Year in Review 8 Philanthropy Awards was 2011 the greatest 27 Funds Established During 2011 40 Supporting Foundations year in columbus 42 Legacy Society 50 2011 Financial Summary foundation history? 56 2011 Governing Committee

In many ways, it was. This year we celebrate seminal accomplishments that exemplify the inspiring generosity of our donors and community.

It is here that an unprecedented $163.4 million gift strengthens Limited Brands Foundation’s support for community programs focused on empowering women, nurturing and mentoring children, improving education, and supporting arts and culture.

It is here the collective effort of our big-hearted community donated more than $8.5 million in 24 hours for central Ohio nonprofits during The Big Give.

At The Columbus Foundation, we are thankful for your commitment to strengthen and improve the community today and for future generations. We take great pride in providing personalized service, valuable resources, and effective strategies for your charitable goals.

Thank you for being part of a remarkable community of donors whose help to people today means a better tomorrow. Our history is strong. Our future even stronger. It is here that history resounds And opportunity abounds. 2011 year in review A message from our Chairman and President and ceo

with donors ranging across 55 Ohio counties and 37 states in the United States. dear Since our first grantmaking year in 1945, grants made by donors total an incredible $1.27 billion and have supported a wide range of needs. friends, This year, nearly 800 college-bound students received Foundation scholarships totaling $1.8 million— IT IS HERE where you can count on the highest thanks to funds created by generous level of personal service and community donors to help students achieve their educational dreams. knowledge to help you help others through the As the ninth largest community most effective philanthropy possible, big and foundation in the world, we are small, individual and corporate! committed to offering you the highest level of philanthropic service to help you achieve your goals. In our Your generosity made 2011 our and causes you care about efforts to share and make community most extraordinary year yet as surpassed $106.2 million, benefiting knowledge accessible, we continue we celebrate many philanthropic 2,395 nonprofit organizations. to invest in technology that will make firsts. An unprecedented gift from In total, giving to the Foundation your giving easy and efficient. It is our Limited Brands, Inc. to Limited reached an all-time high, with goal to make PowerPhilanthropy the

Brands Foundation, a Supporting $249,222,257 in outright gifts community’s #1 resource of verified Douglas F. Kridler and David R. Meuse Foundation of The Columbus made to new and existing funds information on local nonprofits. Foundation, shattered a number of and Supporting Foundations; when The accomplishments of the records. This is the largest single the more than $72,000,000 in past year reflect the efforts of our served with distinction for the past Foundation has a distinguished gift received in our history and an new planned gifts communicated committee volunteers, professional 16 years. history of helping donors who extraordinary act of generosity taken to us are added to this number, advisors who work with charitable The Columbus Foundation and want to strengthen and improve by the company and its founder, the total giving activity exceeds clients, and our dedicated staff. We all who are part of it are working the community through charitable david r. meuse Leslie H. Wexner. Giving history was $320,000,000! All told, nearly thank our Governing Committee for together to strengthen and improve giving. From assisting donors with Chairman made in Columbus when The Big 17,500 gifts were made to new its extraordinary leadership, and our smart and open community. their current giving and serving as Give brought thousands of central and existing funds. The historic welcome Matthew D. Walter, who Thank you for your trust and stewards of the legacies left to the Ohioans together for 24 hours of level of gifts, combined with its was appointed to our Governing partnership with us. Foundation across generations, we giving through PowerPhilanthropy,® investment performance, boosted Committee in 2011. Beth Fisher joined Established nearly seven are dedicated to honoring every leveraging a record $8.5 million for the Foundation’s assets to the Donor Services team as vice decades ago by Harrison M. Sayre aspect of their charitable goals. Douglas F. Kridler 501 nonprofits. Grants to support the $1,191,264,430, held in 1,924 funds president, assuming the role that our and residents committed to a better President and CEO Foundation’s programs, initiatives, and 29 Supporting Foundations, esteemed colleague, Terry Schavone, future for central Ohio, The Columbus

4 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 5 A Supporting Foundation of The Columbus Foundation $163,428,254

IT IS HERE that the largest gift in the history of philanthropy in ohio was made.

The unprecedented $163.4 million gift from Limited Brands, Inc. to Limited Brands Foundation, To Les and Abigail Wexner and all the dedicated and committed Limited Brands a Supporting Foundation of The Columbus Foundation, is a magnificent demonstration associates, we THANK YOU for your leadership and all you do to thoughtfully of the enormous generosity of a homegrown, international success story. make community investments that benefit central Ohio and beyond.

2011 philanthropy awards Photo courtesy of Robert D. Walter Robert D. courtesy of Photo Photo by: Nick George Photography Pariser Stephen by: Photo

2011 HARRISON M. SAYRE AWARD WINNERS 2011 LEADERSHIP IN PHILANTHROPY AWARD WINNERS 2011 COLUMBUS FOUNDATION AWARD WINNER Bob and Peggy Evan and Elizabeth Jazz Arts Group Walter Davis of Columbus

For their extraordinary efforts to provide financial and The Columbus Foundation and Community Foundations, As the 2011 recipient of The Columbus Foundation Award, leadership support to help strengthen our community, Inc. honored Evan and Elizabeth Davis as the first Jazz Arts Group of Columbus received a $25,000 grant. Bob and Peggy Walter were awarded the 2011 Harrison recipients of the Leadership in Philanthropy Award. The Created in 1986, The Columbus Foundation Award M. Sayre Award. The award, given in honor of the award was created to recognize outstanding philanthropic is given annually to an organization that has made a Foundation’s founder and 25-year volunteer director, contributions to communities beyond central Ohio. significant difference in the betterment of our community. recognizes leadership in philanthropy in central Ohio. Mr. and Mrs. Davis have been quietly supporting Oak Jazz Arts Group (JAG) is America’s oldest nonprofit Mr. and Mrs. Walter established the Walter Family Hill and surrounding communities for many years. In arts organization dedicated to producing, performing, Foundation, a Supporting Foundation of The Columbus 1993, they established the Evan E. and Elizabeth F. Davis and promoting jazz. Founded in 1973 as the Columbus Foundation, in 1997. Over the years, the Walters have Fund for the Madog Center for Welsh Studies Internship Jazz Orchestra by musician and educator Ray Eubanks, taken a major role on the front-end of many capital at the University of Rio Grande through Community it initially started as a way for local musicians to get projects at institutions they have a personal connection Foundations, Inc., an affiliate of The Columbus Foundation together and play music that wasn’t heard often, but for with, including Ohio University, Saint Brigid of Kildare, and that services communities beyond central Ohio. In 1998, which there was a market. Saint Charles Preparatory School. they established a second fund, the Evan E. and Elizabeth Davis Foundation Fund, to further support their charitable During the 2011–12 season, JAG’s performances and A gifted businessman with a big heart, Mr. Walter, founder giving. Through both funds they are actively making a educational programs reached more than 152,000 of Cardinal Health, made philanthropy not only a critical difference in the lives of people in southeast Ohio. individuals of all ages, interests, and abilities. It part of his personal life, but his business, as well. His participated in more than 520 public performances Passionate about healthcare and education, the Davises company established the Cardinal Health Foundation and/or concerts, and presented in 69 different venues. are longtime supporters of Holzer Health System and the to support a variety of causes focused primarily on University of Rio Grande. healthcare, children, and education. Pictured: Artistic Director Byron Stripling “I’ve been successful, and before I was successful, “We’ve been on a continuum of giving back,” said Mrs. my family was successful,” explained Mr. Davis. “The Walter. “First it was more about giving time, and now it’s community, they made that success possible, so they about exploring the opportunities and realizing that we should receive part of the reward.” have the ability to make a difference.”

8 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 9 IT IS HERE michele and david Bianconi are actively involved in charitable organizations that positively impact the lives of many.

standing on the grounds The Bianconi Family Foundation, of The Brian Muha Memorial a Donor Advised Fund, was Foundation farm in Galloway, established to support a variety of Michele and David Bianconi revel philanthropic interests and to help in the serenity of the surroundings. strategically inform the family’s charitable giving. As founder of The farm, recently purchased by the Progressive Medical, David felt a foundation to help young people duty and responsibility to share experience the joy of the outdoors, with others, a philosophy that was is a reality in part because of their front and center in the company’s generosity and the vision of its philanthropic efforts. The same holds founder, Rachel Muha. To focus true for the couple’s personal giving. on enhancing the lives of inner- city youth, Rachel established the “With Rachel, for instance, you see foundation as a tribute to her son, how she lives out her faith and how a Franciscan University of she’s bringing hope to all these Steubenville student whose life young children,” said Michele. tragically ended in 1999. David agrees. “Coming out here, “We’re looking to make a difference. everything troubling melts away. We like to support things that are What a gift that is for children facing outcome based and where the such difficult daily challenges.” evidence of the impact of our support is clear,” said David.

“We think there’s a responsibility that

fund established purpose comes with being blessed—and that is to Bianconi Family To support strategic advancements in share the blessings.” —david bianconi Foundation nonprofit service delivery and aid in 2010 children’s progress.

Pictured: David and Michele Bianconi at The Brian Muha Memorial Foundation farm in Galloway

10 The Columbus Foundation Annual Report 2011 IT IS HERE Dorothy Cage- Evans and Hank Evans are providing tools to help young people pursue their dreams.

when dorothy cage-evans For Dorothy and Hank, it goes far and her husband, Hank, founded beyond the dollars and cents. their nonprofit in 2006, they were on a mission—to provide much needed Passionate about providing each support for underserved and recipient with emotional as well challenged youth in the community, as financial support, they have especially African-American males. developed personal, lasting relationships with the young men Through the Greater Columbus and women they see as future Community Helping Hands, Inc. leaders. Scholarship Fund, in partnership with the Cage Family Scholarship Fund “We just don’t work with kids and let established in 1994, the couple is them go. We try to be a beacon of making a difference by providing light and of hope for young people. scholarships to help with books We let them know they are loved, and related school expenses. They respected, and supported,” said also award laptop packages that Hank. equip students with tools they need to be successful, and offer “We are not the only hands, we are helping financial assistance to community hands—and there’s room for more.” organizations for special programs and services. — Dorothy Cage-Evans

fund established purpose Greater Columbus To enhance educational opportunities for Community youth, particularly economically challenged Helping Hands, 2009 youth, and to increase the number of high Inc. Scholarship school and college graduates.

Pictured: Dorothy Cage-Evans and Hank Evans at The Ohio State University’s Thompson Library

The Columbus Foundation Annual Report 2011 13 It is here we listen, learn— and collectively respond to the needs of the community. The Big Give

“I was excited by the big give and the fact that it “Bebe and I have been involved with fundraising gave all donors an opportunity to have their charitable over the years and both know how difficult it is to find a IT IS HERE gifts enhanced. The Big Give really took advantage fresh, innovative approach to engage the philanthropic of The Columbus Foundation’s incentive matching community. When we heard about The Big Give, we we made historY! contribution but did it in a far more effective way. It jumped at the chance to participate. Our thanks to The allowed a larger participation than in previous efforts, far Columbus Foundation for launching this campaign, which more organizations benefited, and many more people served to energize the giving community, leverage new gave. I think it was a terrific charitable community event.” contributions, and stimulate dialogue around giving.”

—richard connolly, Columbus Foundation donor —john finn, columbus foundation donor

At 11:00 a.m. on November 10, 2011, people started logging on to PowerPhilanthropy,® The 39% Columbus Foundation’s online Percentage of gifts received from new donors or lapsed givers based on nonprofit survey giving marketplace, to make history as participants in The Big Give. It only took a matter of minutes to surpass the $1 million mark—and the numbers just kept climbing from there. 815 During the Foundation’s A strong social media presence Grants awarded from Foundation donors first-ever 24-hour giving event, by the Foundation and nonprofits the steady increase continued as to promote The Big Give blanketed thousands of people from 670 cities the community for weeks prior to across the country gave to causes the start and created a buzz. For they care about. In the end, thanks to many, social media tools were you and our extremely big-hearted critical to engaging new and community, The Big Give leveraged existing donors and increasing 12,611 a total of $8,524,928 for 501 central awareness about how funds from Total gifts received Ohio nonprofits. This extraordinary The Big Give would impact their event surpassed all five previous organization. PowerPhilanthropy giving initiatives “It’s hard to describe the combined, making it our largest success of The Big Give and what $ $ community giving event ever! it meant not only to our nonprofit 20– 220K Created by the Foundation community, but to the generous Gift range to give central Ohio nonprofits people who participated,” said Members of The Columbus Foundation staff celebrate The Big Give at Broad & High an economic boost, The Big Give Columbus Foundation President kicked off with a record $1 million in and CEO Douglas F. Kridler. “It matching funds from The Columbus was an historic example of what a “I loved the big give! It offered “The Big Give was just the push I needed to set up “As a firm, we feel an obligation to our Foundation’s Governing Committee remarkable community we live in, a wonderful incentive for giving as The Eyeworks Fund at The Columbus Foundation and make community and encourage our staff to give to the and a group of generous donors. and how, when we work together your gift had even greater value and a substantial gift to WCBE/NPR. In addition to focusing on causes they care about in a variety of ways. We support These matching funds helped to invest in our smart and open city, encouraged more people to give. vision here at Columbus Eyeworks, one of my passions the company’s philanthropy through our Columbus everyone’s donations go further, and anything is possible.” What a tremendous benefit for the is an educated and informed American population. I Foundation fund, where we match contributions from our all participants received a pro-rated entire Columbus community.” wake up to WCBE/NPR every morning. I can’t imagine employees to nonprofit organizations. The Big Give gave not supporting such a valuable community resource! The us a little extra push and allowed us the opportunity to share of the matching pool—13.5 —joy soll, columbus foundation cents for every $1. donor Columbus Foundation made the process effortless... help secure additional funds, helping both our corporate and very welcome to a busy small business owner.” individual gifts go further.”

—daniel j. koch, o.d., Columbus Foundation donor —ric dillon, ceo, diamond hill investments, columbus foundation donor

16 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 17 Weinland Park

IT IS HERE, IN WEINLAND PARK, The Weinland Park Collaborative, a public-private partnership, was formed in THAT WE ARE WORKING TOGETHER 2010 to focus on improving and sustaining the neighborhood’s quality of life. Together, the group is targeting strategic initiatives that revolve around education, TO ADVANCE AND STRENGTHEN A employment, health, housing, resident leadership, and youth engagement. DYNAMIC NEIGHBORHOOD.

Key funding partners include:

A neighborhood is defined by populated neighborhood of 4,400 and residents have come together more than streets on a map. There’s residents located just southeast around a single vision to create a a pulse that beats through it—a of The Ohio State University. Until vibrant mixed-income and mixed- Pearl Penn is sense of belonging that connects recently, the neighborhood had seen race neighborhood,” Michael said. reflective as individuals, families, and businesses. a marked decrease in population and “Since we started our work in From the Hilltop to Italian Village, struggled with steady increases in Weinland Park, nearly 100 homes she looks up Columbus is comprised of many crime, unemployment, and poverty. have been repaired or newly built, North 5th Street. diverse and vibrant neighborhoods Today, Weinland Park is diverse crime is down, and significant health that collectively form our community. from an ethnic, socioeconomic, and improvements have been achieved For more than 40 years, In 2008, The Columbus age standpoint. The neighborhood for pregnant women and babies she has called the Weinland Foundation Governing Committee includes a large population of involved in the Moms2B program. Park neighborhood home, elected to support an innovative college students, families, seniors, We have accomplished many things, raising her children here and multi-year investment in the welcoming her grandchildren revitalization of the Weinland back to the neighborhood to Park neighborhood. This decision attend middle and high school. was based, in part, on national momentum in place-based grantmaking and the many Foundation investments in Weinland Park by topic area opportunities to engage with new (October 2007–December 2011) partners to help catalyze meaningful change for Columbus’ residents. “There were multiple factors that made Weinland Park an ideal neighborhood for this type of long- term commitment,” said Michael $819,000 $790,000 $406,250 $381,377 Wilkos, senior Community Research education housing research / coordination employment and Grants Management officer “The approach to revitalization in Weinland Park is at The Columbus Foundation holistic and inclusive.” and Weinland Park resident. “The —michael wilkos, the columbus foundation $233,802 $125,000 $112,500 $33,737 area had a number of significant new investments already in place, youth health safety resident engagement including the Schoenbaum Family and young professionals who but there is still much to do.” Center, a new police substation, and together have created an active civic Since 2007, the Foundation, Weinland Park Elementary School. It association. It has an undeniable with support from Supporting also has strong, cohesive grass roots spirit thanks to passionate residents Foundations, current donors, and “It was convenient for my job at The Ohio State involvement from residents, and who are committed to strengthening unrestricted funds, has invested “there’s nothing University Wexner Medical Center. It was convenient for there were many partners interested and improving the area while more than $2.9 million in the all the assets and resources down on High Street. I never in working collaboratively on recognizing it will take a continuous revitalization effort. This long-term, like weinland park,” really had to go too far to get to anything. I’ve always initiatives to strengthen and improve effort to achieve revitalization. signature investment is one that pearl said. loved this area.” the neighborhood.” “The success we have achieved will greatly benefit not only the Pearl’s home is one of 27 properties that has Established nearly 100 years to date is because a diverse group neighborhood, but central Ohio as $2,901,666 benefited from the Weinland Park Exterior Home Repair ago, Weinland Park is a densely of funders, stakeholders, nonprofits, a whole. totalProgram, investment developed to help qualified homeowners

18 The Columbus Foundation Annual Report 2011 Pearl Penn is reflective as she looks up North 5th Street. For more than 40 years, she has called the Weinland Park neighborhood home, raising her children here and welcoming her grandchildren back to the neighborhood to attend middle and high school.

“It was convenient for my job at The Ohio State improve their homes, increase property values, Pearl, a widow, is grateful for the help, and “there’s nothing University Wexner Medical Center. It was convenient for and enhance the Weinland Park community. As looks forward to making many more memories in like weinland park,” all the assets and resources down on High Street. I never part of the program, Pearl’s roof was replaced, her home for years to come. really had to go too far to get to anything. I’ve always and new windows and vinyl siding were installed. pearl said. loved this area.” The program was made possible by support Pearl’s home is one of 27 properties that has from The Columbus Foundation, JPMorgan Chase benefited from the Weinland Park Exterior Home Repair Foundation, and Campus Partners for Community Program, developed to help qualified homeowners Urban Redevelopment. The Ohio Benefit Bank

IT IS HERE WE PROVIDE STRATEGIC SUPPORT FOR A VISIONARY PROGRAM CONNECTING OHIO VETERANS WITH VALUABLE BENEFITS AND RESOURCES.

Colonel Julie A. Blike is positioned across the state, the has helped OBB leverage nearly passionate about what she does— Guard is reaching out to engage $578 million for Ohioans in need and and the difference it is making in service members. As a frontline connect more than 273,000 Ohioans the lives of military families across resource to veterans, people like with services including energy the state. As director of the Ohio Col. Blike and Sherry Vipperman, assistance, health coverage, food and National Guard’s State Family AmeriCorps VISTA and 179th Airlift childcare assistance, and tax help. Readiness and Warrior Support, Col. Wing Family Programs volunteer, “What The Ohio Benefit Blike oversees programs designed are invaluable in the process of Bank has done over the past five to equip Ohio’s service members introducing programs like OBB to years to leverage tax credits and and their families with the tools and vets and their families. benefits for Ohioans in need is truly resources needed to be successful. Ohio is home to more than 46,000 active and reserve component military members, as “Many young service members and veterans are well as approximately one million unaware of the programs available to them to veterans. Col. Blike recognizes the challenges many military families further their education. As a result, many of these face, and appreciates the role The benefits and entitlements go unused. What The Ohio Benefit Bank (OBB) is playing in Ohio Benefit Bank does is help increase awareness accomplishing her mission. On Veterans Day 2011, OBB, and connect them with the right people.” an online program that connects —colonel julie a. blike, ohio national guard individuals with federal and state benefits, launched a new platform Pictured from l-r: Sherry Vipperman and Colonel Julie Blike to connect Ohio veterans with educational and training programs. “Some of these benefits aren’t amazing,” said Emily Savors, director This expansion was made possible just for service members and of Community Research and Grants thanks to a $382,296 grant to the veterans,” Col. Blike explained. “They Management at The Columbus Ohio Association of Foodbanks, are also extended to their families Foundation. “Unemployment rates are home of OBB, from the Foundation’s because the Department of Defense “The Foundation is extremely staggeringly high for soldiers and Veterans benefits available through The Ohio Benefit Bank include: Great Needs Challenge in 2010. has recognized the role that the proud to be an early funder of OBB. airmen before and after deployment. Now, Ohio veterans can now learn family plays, and the sacrifices they The investments we’ve made over the It’s a relief that there are some very Yellow Ribbon Program Reserve Educational Assistance about and apply for education make in defense of our nation.” years, including support to implement deliberate programs out there to Program (REAP) benefits through its free and The Columbus Foundation veterans benefits, will continue to support service members who may simplified service. has led the funding efforts for strengthen and benefit the program be struggling,” said Col. Blike. “With Post 9/11 GI Bill Veterans Educational Assistance To help spread the word about OBB since an initial grant in 2006 for many years to come.” The Ohio Benefit Bank, we can sit Program (VEAP) OBB’s new offering to veterans, helped launch the program. Since In addition to connecting someone down and ensure that they Montgomery GI Bill for Active Vocational Rehabilitation and Ohio Association of Foodbanks then, the Foundation and donors service members with educational are tapping into all of the programs Duty or Selected Reserve Employment (VR&E) teamed up with the Ohio National have awarded nearly $2.5 million opportunities, OBB also helps those that are out there.” Guard and its Family Readiness and to support OBB and its expansion individuals who are struggling to Warrior Support group. With the efforts throughout Ohio. Through the meet basic needs, including food and help of VISTA Vet Corps members end of 2011, this going commitment housing.

20 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 21 Goodwill + UCP Merger

IT IS HERE WE ARE CHAMPIONING EFFORTS TO INCREASE EFFICIENCIES AND SUSTAINABILITY IN NONPROFITS SERVING CENTRAL OHIO.

Kathy Streblo, former executive organizations amidst the Great Research and Grants Management at director of United Cerebral Palsy Recession. Grants awarded from The Columbus Foundation. Central Ohio (UCP), knew her this fund help support long- After researching potential organization was facing an uncertain term strategies to strengthen an organizations to merge with, UCP future—and felt something had to organization, save money, and approached Goodwill Columbus. be done. Since 1951, UCP had been best serve its client base. Since With similar missions, programs, and providing programs and services to inception, more than $527,000 population served, UCP felt it would central Ohioans with developmental has been awarded from FFR and be the best fit for a possible merger. disabilities. In 2008, Kathy saw tough the subsequent Fund for Financial Goodwill has been empowering times ahead as funding sources Innovation. individuals through its mission of began to erode and long-term viability wavered. “Though we were financially sound, when we forecasted “The leaders of Goodwill and UCP were driven by continued funding to support one goal—what was best for their clients. Their ability our programs, we felt the quality and excellence was going to be to work so well together serves as a model for all compromised because of reduced nonprofits considering a merger.” funding as a result of the economic —Lisa S. Courtice, Ph.d., The Columbus Foundation downturn,” explained Kathy, now program director for the Center of Vocational Alternatives (COVA). UCP closely considered One focus of the effort was building independence, increasing three options: trying to ride out on strategic partnerships, which quality of life, and providing work Goodwill Columbus has been providing programs and services for individuals with disabilities for more than 70 years. Pictured (clockwise from left) Jason, Ella, and Tony. the crisis with cuts and continued included grants to increase opportunities for men and women cost reductions; ramping up a efficiencies such as combining with disabilities and other barriers in development campaign to do resources and merging organizations our community since 1939. additional fundraising; and finally, that serve similar audiences. In “We, as an organization, staff, merging with another organization. addition to UCP, grants were and board, had great respect for us to bring in an outside consultant from UCP,” said Mary Vail, vice paid work, recreation, and volunteer “The merger was the most viable awarded to organizations including the work they’re doing, and for the for strategic guidance,” said Margie president of Mission Services for opportunities. A majority of the 30 option that covered our number one CATCO, Columbus AIDS Task Force, quality of their programs. In addition, Pizzuti, president and CEO of Goodwill. “So when they arrived for individuals who are part of the New priority, and that was making sure and CAPA. we also knew they had the capacity Goodwill. “It was really a critical part their first day, they were greeted Generation program are from UCP. this population continues to receive “Through these innovative to incorporate the programs and of the process.” by familiar faces. That was huge for “We have had the privilege of services at a level of quality,” Kathy funds, our work with nonprofits services,” Kathy said. In January 2011, the merger them—and great for us.” supporting dynamic staff and board said. has become more strategic. Our Thanks to the Robert B. Hurst was finalized and 50 participants In addition to a host of new leaders who have successfully In 2009, The Columbus conversations now include more and Mr. and Mrs. Derrol R. Johnson in the UCP program transitioned to faces at Goodwill, a new program navigated complex merger Foundation established the Fund options for becoming stronger, more funds, a $75,000 grant from FFR Goodwill. blossomed from the agreement. processes that have resulted in for Financial Restructuring (FFR), efficient, and pioneering in an effort paved the way for a UCP-Goodwill “I think one of the things we did The New Generation Work and stronger programs and services,” a visionary effort to encourage to increase their self-reliance,” said merger. that was smart and helped our new Activity Services program was said Lisa. entrepreneurial thinking and Lisa S. Courtice, Ph.D., executive “The grant from the Foundation clients make the adjustment was developed to serve people from creativity among nonprofit vice president for Community was instrumental in that it allowed hiring some of the staff members ages 18-44 who are interested in

22 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 23 it is here Funds Established

“It is here that my father trained to become During 2011 the first track and field athlete to win four gold medals in a single Olympics.”

—Marlene Owens Rankin, Jesse Owens’ Daughter

“It is here in 1929 that Gordon Battelle’s vision of a research institution that makes discoveries to benefit mankind was realized.”

—dr. jeffrey wadsworth, president and ceo, battelle memorial institute

“It is here in Columbus where I opened my first store, way back in 1963.”

—Leslie H. Wexner, Chairman and ceo, Limited Brands, Inc.

26 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 27 It is here we work with donors to inspire mindful, effective philanthropy Field of Interest Funds Designated Funds This fund option allows donors to make contributions to specific fields of interest that have meaning to them. This may Donors support specific charitable organizations that they identify to receive grants. include support for multiple areas of interest, such as the elderly, healthcare, the arts, or a specific geographic area.

8 200 $96,806,262 $10K–$8,812,627 10 273 $173,027,287 $10K–$26,542,134 2011 Field of total field of market value of field of interest funds market value range 2011 designated total designated market value of designated funds market value range Interest Funds interest funds (As of December 31, 2011) funds funds (As of December 31, 2011)

Randall C. Brown Jane F. Goodman New Albany Education Ernest J. Abele lyman leathers Keith and Nadine Pierce Randy Brown was a graduate of Jane Goodman was a graduate Foundation of the New Ernest Abele established this Lyman Leathers received his Keith and Nadine Pierce established Ohio Wesleyan University and The of The Ohio State University and Albany Community fund to support wildlife and nature bachelor’s degree from Cornell this fund to support Mid-Ohio Ohio State University, and a member Capital University. She was an active Foundation conservancy groups and to continue University and his master’s and Foodbank and Community Shelter of Phi Kappa Psi. He retired after a member of Temple Israel and served The board of the New Albany his charitable legacy. Ernest resides doctoral degrees from the University Board. The Pierces, residents of lengthy career teaching junior high on the board of Wexner Heritage Community Foundation created an in Columbus. of Pennsylvania. He is professor Upper Arlington, have also included science and math with the Buckeye House. Jane was married to Ted education foundation to support emeritus of English and Humanities the Foundation in their estate plan. Valley Local School District. This Finkelstein and then Lou Goodman, the growth and enrichment of the Fred and Howard at Ohio Wesleyan University and fund, established with a bequest, both deceased. She has two sons, students and faculty in the New Fred Holdridge and Howard Burns currently critiques music for the Jay and Joyce Schoedinger will support animal care and rescue James and Joel Finkelstein. Jane Albany-Plain Local School District. were champions of German Village Delaware Gazette. He resides in John “Jay” and Joyce Schoedinger organizations. Randy, a lifelong passed away in 2011 at the age of 93. This fund reflects the collaborative and major patrons of several arts Delaware. established this fund with gifts of Columbus resident, passed away in This fund will support programs in spirit between the school district and groups. Arriving in Columbus in 1959, several life insurance policies. Jay 2011 at the age of 60. Franklin County for the homeless. community, and commitment toward they operated Hausfrau Haven, John Nance Adult Writer- retired as president of Schoedinger lifelong learning. a landmark German Village shop, in-Residence Program Funeral Services. They are residents columbus’ south side Japan 2011 Disaster Relief until 1996. Later in life, they became of Westerville. To honor the improvement This fund was Pride Leadership Fund community activists, newspaper memory and the This fund was created with a grant established in of the Legacy fund columnists, radio movie critics, and Joseph and Stephen A. work of the late from The Columbus Foundation, response to the Members of world travelers. Life partners for Starr Memorial photojournalist as well as gifts from nonprofit 9.0 magnitude the United Way more than 50 years, Howard died in and author John Stephen and Rita Starr of Canal organizations, corporations, and earthquake and Pride Leadership 2001 and Fred in 2010. The fund will Nance, this fund Winchester established this fund in individuals, to help offset costs devastating Class, Cycle 3, support their charitable interests. supports the memory of their two sons, Stephen associated with the transfer of tsunami that established this John Nance Adult Writer-in- “Andy” who passed away in October programs and services once struck Japan on March 11, 2011. The fund with proceeds from a fundraiser Hugh M. and Julia G. Hadley Residence Program at Thurber 2010 at the age of 27 and Joseph provided by the South Side fund will support relief organizations held to benefit The Legacy Fund of Endowment House, Inc. The fund will enable an “Joey” who passed away at birth. Settlement House. Grantmaking that include the American Red Cross, The Columbus Foundation. This fund Hugh and Julia Gardiner Hadley established writer to temporarily The fund will support charitable supports the needs of the South Doctors Without Borders, Give2Asia, will support the Legacy Fund’s were married 54 years and had four reside at Thurber House while he or organizations that are important to Side community and will be The Salvation Army USA, and Save grantmaking focused on children and six grandchildren. Hugh she is engaged in writing, teaching, the Starrs. facilitated by the Community the Children. empowering young people who are passed away in 2002 and his wife in community reading, and classes. It Research and Grants Management part of the gay/lesbian/bisexual/ 2011. Their fund will support Goodwill was established in 2011 by John Department of The Columbus transgender (GLBT) community. Industries of Central Ohio and the Nance’s widow, Sally Crane, the Foundation. Members of the Cycle 3 class will Beverly Farm Foundation in Godfrey, Crane family, the Crane Group of serve as advisors to the fund and as Illinois. companies, Wolfe Associates, and a grants committee to support the The Ohio State University. The first work of The Legacy Fund. Joyce Hammond John Nance Adult Writer-in- Residency was awarded to non- fiction author Liza Monroy.

30 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 31 Organization Endowment Funds Nonprofit organizations and individuals create this type of fund to protect the capital of the organization and help it meet future needs. It can provide a relatively constant source of income and demonstrate security and long-term financial planning. 18 268 $76,432,167 $10K–$5,471,401 2011 organization total market value of organization market value range endowment organization endowment funds Funds endowment (As of December 31, 2011) funds

Buckeye Trail Preservation CCS PLTW Engineering Downtown Public Realm Interfaith Association of Recovery Alliance U.S. Sportsmen’s Alliance The Buckeye Created by the Columbus City Endowment Central Ohio Endowment Columbus, Inc. Foundation Trail Association, Schools Project Lead the Way (PLTW) Capital Crossroads Special Recovery Alliance Columbus, Inc. The U.S. located in Advisory Board, this corporate fund Improvement District, formed in Local Matters supports those in the community Sportsmen’s Perry County, was established to inspire students 2001, created this fund to ensure the Local Matters who are seeking to recover from Alliance established this to seek education and employment ongoing, lifetime upkeep of capital embraces alcohol and drug addiction, and Foundation fund to continue opportunities in the fields of science, improvements in the public realm the belief those trying to support them. The is a national its efforts to engineering, and technology. PLTW downtown. The fund will support that healthy, fund was established to explore new organization that protects and create a protected corridor for Ohio’s is the leading provider of rigorous maintenance of landscaping, public wholesome, and innovative ways to support the defends America’s wildlife Buckeye Trail. The association’s and innovative science, technology, art, special lighting, and other and local food has the power recovery community. conservation programs and the vision is to improve the quality of engineering, and mathematics improvements designed to make to transform, sustain, and build pursuits of hunting, fishing, and life for the residents of Ohio by (STEM) education curriculum used in downtown colorful and fun. our community. This fund was Ronald McDonald House trapping. The foundation is connecting lands and communities middle and high schools across the established to support its efforts Charities of Central responsible for legal defense, around the state with a trail that can United States. Dr. Laura Hill Endowment to teach children and adults about Ohio Self-Designated research, and public education, be hiked for a day or in its 1,440 mile for The Center for healthful Ohio-grown foods and Endowment including managing one of the entirety. Columbus Landmarks Balanced Living to work with communities to create For nearly three decades, Ronald country’s largest youth outdoor Foundation Endowment The Center for Balanced Living opportunities for the community McDonald House Charities of Central programs: Trailblazer Adventure. columbus coalition Founded in 1977 provides specialized eating disorder to feed itself. Ohio has been serving families with Last year, more than 7,000 Ohio against family violence by a dedicated treatment, community outreach, seriously ill children by providing a youth participated. This fund was In April 2011, group of historic and eating disorder research. Peggy R. McConnell home away from home at the local established to support the the Columbus preservationists The organization established this Worthington Center Ronald McDonald House (RMHC). administrative duties of the Coalition Against and local fund in honor of its CEO, Dr. Laura for the Arts This fund will support RMHC’s efforts organization that are focused within Ohio. Family Violence residents who were committed to Hill, and to help ensure its future Jean-Clare and to work with its current donors and merged with the preserving Columbus’ architectural sustainability. Friedl Bohm planned gift donors. Center for Child heritage, Columbus Landmarks established this and Family Advocacy at Nationwide Foundation advocates historic Virginia G. Howard Trust organizational St. Mark’s Episcopal Children’s Hospital, creating The preservation and rehabilitation as its Fund of the Columbus fund in support Church Benefactor Center for Family Safety and Healing primary mission through community Metropolitan Library of the McConnell Arts Center’s (The Founded in 1950 and located in (TCFSH). The merger will help action and education. Landmarks Foundation MAC) vision to bring people together Upper Arlington, St. Mark’s Episcopal TCFSH break the cycle of violence celebrate the cultural landscape by The Columbus through experiences that spark Church strives to bring Christian through the advocacy, prevention, promoting exemplary urban design Metropolitan learning and explore creative hope and vision to a complex intervention, treatment, and research respectful of Columbus’ architectural Library conversations. Support enables and ever-changing world, while of family violence by integrating and historic past. Foundation The MAC to be mission-directed: to celebrating God’s abundant love comprehensive services through established this change lives and make memories for all creation—welcoming each community interdisciplinary Columbus Police fund with a gift received from the through creative arts experiences. person to God’s table. The church collaboration and evidence-based Foundation Endowment estate of Virginia G. Howard. Virginia created the fund to support its strong practices. This fund was established had a special interest in supporting commitment to music, outreach, with a generous gift from the estate the purchase of books for the and pastoral care throughout the of John G. McCoy. Whetstone Branch, where she often community. visited with her family, as well as furthering the objectives of the entire Columbus Metropolitan Library system.

32 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 33 Scholarship Funds Donor Advised Funds This fund type is used by donors to help students achieve their educational goals through scholarships or awards. Flexible and convenient, this is the number one fund choice for many donors. The donor receives an immediate tax Donors are involved by defining candidate eligibility, selection, and award use. deduction when they establish the fund, but can take their time in selecting the charities to receive grants from the fund.

8 200 $50,172,400 $10K–$22,913,858 61 680 $172,890,787 $10K–$14,091,181 2011 scholarship total market value of scholarship funds market value range 2011 donor total donor market value of donor advised funds market value range Funds scholarship (As of December 31, 2011) advised Funds advised funds (As of December 31, 2011) funds

Hugh M. and Julia G. Hadley Dumont L. Jones, Julia Patricia McVeigh Memorial 889 Global Solutions Brocco Family Eleanor S. Celeste Scholarship B. Jones and Philip V. Academic Scholarship Judy Y. Huang, a Charles and Lisa Brocco established Julia Celeste Hugh Hadley completed his degree Deines-Jones Memorial This fund was established with a native of China, is this fund to provide for those Maxwell R. Celeste from Harvard University in two Scholarship bequest from the estate of Emil C. president and affected by child abuse. The anna viragh years after his return from World This fund was McVeigh and is named for his wife, CEO of 889 Broccos are residents of Henderson, Marika viragh War II. He worked for John Hancock established in Patricia. A counselor at Reynoldsburg Global Solutions Tennessee. stefan k. viragh Insurance for more than 50 years. memory of High School, Patricia passed away Ltd. Founded in In an effort to encourage a lifetime Originally from Upper Arlington, his Dumont M. in 1987 at the age of 58. Emil was a 1999 as a Jacob Carlino Foundation of philanthropy among their six wife, Julia, attended Smith College Jones’ father, graduate of Ohio University and East contract manufacturer working with David and Traci Carlino created this children, entrepreneurs Nancy and graduated from The Ohio mother, and Tennessee State University. A World U.S. manufacturers to procure and fund in honor of their son, Jacob. The Kramer and Christopher Celeste State University. This fund will help brother, War II veteran and great storyteller, manufacture products from China, fund is dedicated to pediatric cancer endowed donor advised funds that residents of Franklin County attend respectively. Dumont Jones, a WWII he founded Storytelling of Central the main industry we serve is the research and studies specifically provide the ability for each child, at any accredited college or university veteran, was the chief engineer and Ohio. Emil passed away in December medical device area. 889 or “ba ba for Ewing’s Sarcoma, a malignant age 21, to donate $2,100 annually to in the United States. Hugh passed co-owner of Fiberesin, Inc. in 2010. The scholarship will support jiu” represents financial prosperity bone tumor that affects children. The the philanthropy of their choice. away in 2002 and Julia in 2011. Oconomowoc, Wisconsin. He students from Reynoldsburg High and longevity. Judy and her 889 Carlinos are residents of Powell. passed away in December 2005 at School. Global co-founder and husband, Columbus Recreation and Barry Hunlock/Grange the age of 82. Julia Jones was a John F. Lewis Jr., a multi-generational CD101 for The Kids Parks Foundation Mutual Insurance school nurse and GED course National Air Traffic Columbus native, an alumni of Foundation The mission of the Columbus Scholarship instructor in Oconomowoc for many Controllers Association Bexley High School, Capital CD101 for the Kids Charity was Recreation and Parks Foundation is years. She passed away in February (NATCA) CMH University Law School, reside in Barry Hunlock recently retired from designed as an avenue for WWD to strengthen and advance facilities 2010 at the age of 80. Philip Deines- Columbus. Grange Insurance. He established Steven Miller is a retired air traffic (Apple Worldwide Developers and programs for the community. A Jones was an astrophysicist at this fund to give back to the controller. He also worked for many Conference), to better utilize the variety of affordable, accessible, and NASA-Goddard Space Flight Center Joyce and Otto Beatty Jr. company by providing scholarships years as a radio program director. power of its airwaves to support diverse programs will be created for in Greenbelt, Maryland. He passed to children of active Grange His wife, Penny Proctor, retired local charities that are committed all ages through this fund. away in April 2010 at the age of 48. employees who are attending as deputy general counsel for Big Give to helping children and families in The fund will provide scholarships for an accredited, post-secondary OhioHealth. Steven and Penny are The Big Give, need throughout central Ohio. CD101 Courtice Family students majoring in electrical/ educational institution within the longtime volunteers at VoiceCorps. held over is locally owned and operated with This fund was established by Tom computer engineering at the state of Ohio. Barry and his wife, This scholarship will help children of 24 hours on a strong philanthropic philosophy Courtice, Ph.D. and Lisa Courtice, University of Wisconsin, where Betty, are residents of Columbus. members of the local NATCA. November 10–11, of giving back to the community by Ph.D., to support education and to Dumont’s mother and brother 2011, was a huge using the resources available while honor family and others through attended college. Dumont M. Jones Evelyn and Milton B. Jacobs success. Our incorporating its staff, listeners, and philanthropy. Lisa is the executive is a software engineer, and he Scholarship big-hearted clients. vice president for Community resides in Bexley with his wife, Joan Cathy and Andy Jacobs established community came together to Research and Grants Management T. Muellerleile, a polymer scientist. this fund honoring Andy’s parents, leverage $8,524,928 for 501 central at The Columbus Foundation. Tom Evelyn and Milton Jacobs, as a Ohio nonprofit organizations. There is the former president of three means to help students continue was more than $1 million in matching colleges and is currently with AGB their education when traditional funds for this effort, to which Search. The Courtices reside in sources have been exhausted. thousands of gifts poured in from all Bexley and Chautauqua, New The scholarship will be awarded to over the country. York. They are the parents of three graduating seniors of Mount Vernon children and four grandchildren. High School in Mount Vernon, New York.

34 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 35 Sharon L. Dietzel Samuel and GiGi Fried approximately 50,000 people Kridler Family jackson mauceri co-advisors to their family fund. The Memorial Philanthropic annually. This fund will support its Doug and Monica Kridler established Frank and Lisa Mauceri reside in Morses are longtime residents of Sharon Dietzel was a devoted Samuel Fried serves as executive charitable work in the community. this fund to support regional charities Chicago. This fund will support Worthington. teacher and administrator serving vice president—Law, Policy & that The Columbus Foundation has numerous academic, artistic, and the Vail Deane School in Elizabeth, Governance for Limited Brands, Inc. Artie and Alisa Isaac supported through its competitive societal charitable interests around Colleen Nissl and New Jersey, Brearly School in New He has served as a highly valued Alisa Isaac is a grantmaking or that are consistent the country. Roger Sugarman York City, and Columbus School for and trusted counselor to a number nurse practitioner with its stewardship, performance, Colleen Nissl is senior vice president Girls. She lost her battle with ovarian of significant business, philanthropic, at Grant Medical and accountability requirements. Mitch and Julie McLeod and general counsel of NetJets, cancer in December 2010. Her civic, educational, religious, and Center. Her Doug is president and CEO of The Family Foundation Inc. and is a member of the boards husband, Alfred, now retired, was political organizations. Sam and his husband, Artie, Columbus Foundation. Monica is Mitch McLeod is president and CEO of trustees of LifeCare Alliance and president of both United Way of wife, Gigi, have five children and four teaches creativity founder of Momentum, a program of Arcos, Inc., a software company The Heinzerling Foundation. Roger Franklin County and The Columbus grandchildren and are residents of in classrooms focused on inner city elementary specializing in automated crew Sugarman is a partner with Kegler, Area Chamber of Commerce. He Bexley and Delray Beach, Florida. and corporations—and chairs school children using dance to teach callout and resource scheduling. His Brown, Hill & Ritter and serves as chair served for many years as Limited CEO peer groups with Vistage discipline, teamwork, and excellence. wife, Julie, founded Personalized of the Metropolitan General Board of Brands, Inc. first public affairs vice Furio Nuovo International. Artie also serves on The couple resides in Upper Books and Candy, an online the YMCA of Central Ohio and vice president. His passion is to advocate Drs. Margaret and Gerard J. The Columbus Foundation’s Arlington and has three children. company that personalizes children’s chair of Columbus Metropolitan Library for women and girls in Columbus Nuovo, associate of The Ohio State Marketing Committee. They reside in books and CDs. They are the board. They are active volunteers and worldwide through WomenWho- University Comprehensive Cancer Bexley with their two children. Their Learn4Life parents of two children and residents in the community, including United ChangedAmerica.org. This fund will Center, named this fund in honor philanthropic interests include Nationwide of Worthington. Way of Central Ohio and Community support grants to math and science of their late dog, Furio. The fund is women’s health, substance abuse Insurance Shelter Board. Colleen and Roger teachers and scholarships to young designated for animal rescue and treatment, and community theatre. established this Tim and Leslie Michaels reside in Columbus, as do their adult women. The couple has four chil- welfare. The Nuovos are residents fund as a vehicle Foundation children, Jordan and Zac. dren, seven grandchildren, and two Jeremiah of Westerville. for the community Tim Michaels is a CPA and a retired great-grandchildren. Al resides Niles C. Overly and This fund was created by Jeffrey M. to support Learn4Life Columbus. tax partner at Deloitte & Touche. in Cornwall, Connecticut. Arlene M. Fedorchak Richard and Linda Gunther Gibbs, D.D.S., and his wife, Carol. Founded in July 2011, Learn4Life He is a member of The Columbus

Richard Gunther, Dr. Gibbs practices dentistry with the Columbus conducts research, Foundation’s Professional Council. Niles Overly is chairman and chief Eyeworks who retired Camelot Dental Group. The couple communicates findings, and provides Tim and his wife, Leslie, are longtime executive officer of Metro Data Center Daniel J. Koch, January 2012, resides in Upper Arlington with their guidance to stakeholders to ensure residents of Dublin, have four LLC, a high-tier data center and O.D., graduated is professor three sons: Matthew, Brendan, and that every child receives the support children, and nine grandchildren. technology incubator in Dublin. He and from The Ohio emeritus of Christian. they need from cradle-to-career to They established the fund to give his wife, Arlene Fedorchak, created State University political science succeed academically and achieve back to the community. this fund to support their charitable College of at The Ohio State Joshua One Nine a meaningful career. interests. The couple resides in Upper Optometry and University. His wife, Linda, is retired Foundation James D. Miller Foundation Arlington. is in private Lukens from Columbus City Schools as James Miller is practice as the owner of Columbus Oxford Consulting Group a physical therapist. They are the Kantor Family Robert Lukens grew up in London, senior associate Eyeworks. He is a member of the parents of one daughter and reside Seth Kantor, M.D., is the founding Ohio, and lived most of his life there. vice president at Founded in 1998 by chairman and Short North Business Association, in Worthington. Rheumatologist at the Grant Arthritis He passed away in March 2012. The Ohio State president Michelle Kerr, Oxford an avid kayaker, and an enthusiastic and Osteoporosis Center. He and His wife of seventy years, Ann University. He is Consulting Group, Inc. is a leading supporter of the arts in central Ohio. Randall and Brenda his wife, Susan, reside in Columbus Elizabeth Thompson Lukens, passed a resident of New information technology consulting

Hastedt Foundation and have two daughters and four away in April 2011. Robert and Ann Albany. The fund firm serving clients throughout the Fleegal Family Randall Hastedt, M.D., is a pediatric grandchildren. As the fund grows established this fund to help make supports The Ohio State University, United States. The fund will support Steve and Janet Fleegal established pathologist for Central Ohio and grandchildren age, they would improvements to the central Ohio New Albany Community Foundation, its corporate giving for employees the fund to benefit organizations Pathology Associates. His wife, like them to be involved with the area. and programs that support veterans company wide. supporting greener, healthier, and Brenda, is a graduate of Ohio donation commitments. in memory of his father, Major more sustainable communities, as University. The couple, parents Mardas Family Foundation Lawrence Miller, and many other Mark Petty Memorial well as organizations that provide of three children, resides in KIPP Expansion Denny and Suzanne Mardas of community causes. Stephen Petty, president of critical support services to those Worthington. This fund was established with Upper Arlington established this Engineering & Environmental Services, in need. A portion of the fund is a a generous gift from the Wexner fund. Their son, Tim, of Upper William and Sharyn established this fund in memory of legacy gift that honors the charitable Interim Healthcare Family Charitable Fund, a private Arlington and their daughter, Elaine Morse Family his son, Mark Petty, who passed away interests of Ohio natives John and Founded in foundation, to support the expansion Albrecht, of Delaware will be Bill Morse is an attorney and unexpectedly from complications of Rose Marie “Frank” Warstler, Janet’s 1966, Interim of the Knowledge is Power Program successor advisors. provides trust and estate planning Crohn’s Disease in September 2011 at parents. Steve is the executive HealthCare, Inc. in central Ohio. services, as well as business and age 21. Mark was an honors student director of the Appalachia Ohio is the nation’s Martens Family charitable planning counsel, to and Cincinnatus Award recipient at Alliance, a central Ohio land and oldest healthcare Franklin and Karen Martens created clients in his Worthington office. the University of Cincinnati, entering water conservation trust. Janet is the franchise company providing nurses, this fund to support their charitable Sharyn is a retired elementary school his senior year in the schools of director-servicing credit for Fannie therapists, aides, and other interests. The couple resides in teacher who worked for Worthington Engineering and Business. Father and Mae in Dallas, Texas. healthcare personnel to Columbus. Public Schools. They have four son were avid coin collectors. Stephen daughters who serve with them as resides in Dublin.

36 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 37 Proverbs 3:5–6 Ohio State University. He is the He is a graduate of The Ohio State William Pugh and his wife, Theresa, department chairman of Cleveland University. Joan is a former teacher Community Foundations, Inc. Clinic Cancer Centers and was a and graduated from Heidelberg are residents of Pickerington. The Community Foundations, Inc., a statewide affiliate, was established in 1987 to enable donors to support nonprofit founder of North Coast Cancer Care. University and The Ohio State couple established this fund to organizations primarily in the state of Ohio and beyond the central Ohio region. support their charitable giving in Karen is a graduate of The Ohio University. Both are active in church the community. State University and Eastern and community activities. Ralph and Michigan University and is the health Joan are the parents of two sons Puskarich Family education coordinator for Sandusky and reside in Grandview. The fund $ $ $ City Schools. The couple has been focuses on education, human needs, 8 132 50,021,447 10K– 15,635,664 Lois Puskarich, of Cadiz, created this married for 32 years and they are the and the arts. 2011 community total community market value of market value range fund to support her charitable work parents of one son, Nicholas, who foundations, inc. foundations, inc. community foundations, inc. in the community. Funds funds (As of December 31, 2011) is a digital marketer in Phoenix, TEDx Columbus Arizona, and one daughter, Kristen, Ali Rezai This fund was who is a graduate student nurse established with Ali Rezai, M.D., practitioner at Otterbein University. a grant from is a professor the Resource ORGANIZATION stimulating facility for the youth research and public education, of Neurological Dean and Kelly Schockling Interactive Fund of Pickaway County; a place that: including managing one of the Surgery at The ENDOWMENT FUNDS Dean Schockling is senior vice of The Columbus Foundation to cultivates talent, builds positive country’s largest youth outdoor Ohio State president and wealth advisor for support the purposes of TEDx assets, promotes fitness, and serves program: Trailblazer Adventure. University. Morgan Stanley Smith Barney. He Columbus. TED stands for Ashville Alumni as an outlet for emotional relief Last year more than 190,000 youth He is the and his wife, Kelly, are residents Technology, Entertainment, Design Scholarship Fund and release; A place that connects participated nationwide. This interim chair of the Department of of Westerville. The Schocklings and x=independently organized. of the Teays Valley youth with mentors and community fund was established to support Neurosurgery; director of the Center are very involved in volunteering TEDx is a program of local events Educational Foundation resources to provide positive role the administrative duties of the for Neuromodulation and director for several organizations including that bring people together to share of the Pickaway County models and fellowship. organization that are focused outside of the Neuroscience Program. He St. Paul the Apostle Parish in TED-like experiences. Community Foundation of Ohio. received his medical degree from Westerville, St. Francis DeSales High This fund was established in Charlotte R. Schmidlapp the University of Southern California School, and the Special Olympics. Thirty-One Gives partnership with the Teays Valley Endowment of the Berger FIELD OF and resides in downtown Columbus. Foundation Educational Foundation. The Health Foundation of the INTEREST FUNDS The purpose of this fund is to Ezra and Mary Ann Ashville Alumni Association provides Pickaway County provide hunger relief for individuals Thirty-One Gives “ Skipper” Singer Foundation scholarships to students of the Teays Community Foundation John and Susie Dunlap Fund with immediate needs, specifically is the charitable Valley Schools in Pickaway County. This fund was established with of the Pickaway County through the Mid-Ohio Foodbank. Ezra Singer initiative of and Mary Ann Thirty-One Gifts, a grant from the Charlotte R. Community Foundation Helen Baker Noecker Schmidlapp Fund to support nursing RI: Gives Program “Skipper” Singer which is a direct- John and Susie Dunlap reside in created this fund selling company Memorial Scholarship education at Berger Health System. Williamsport. John is a semi-retired As the largest to facilitate their offering purses, accessories, and of the Teays Valley farmer and Susie serves as a independent charitable giving. products for busy women. Its mission Educational Foundation Gary and Connie Sharpe community volunteer and a board agency in the Ezra is a senior is to celebrate and empower women of the Pickaway County Endowment for Nursing member. This fund will support their nation, Resource vice president at Limited Brands, Inc. and girls, helping to strengthen her Community Foundation Education of the Berger charitable giving in Pickaway County. helps Fortune and Skipper, an executive coach belief in herself, strengthen her Mary Ann Weibel established this Health Foundation of 500 companies and author, is CEO of Synergy family, and to lead a purposeful, fund on behalf of Helen Baker the Pickaway County The Way Skate Park Ministry in retail, Consultants, LLC. They reside in thriving life. Noecker, through a gift to the Teays Community Fund of the Pickaway consumer goods, and technology Columbus. Valley Educational Foundation. It The Berger Health System is the County Community prevail in the global digital economy. Herb and Judy Weisberg will support the Teays Valley Local largest health system in Pickaway Foundation This fund encourages associates to Bruce and Joy Soll Family School District, and is the second County. The Berger Health participate as volunteers and Herb Weisberg, professor emeritus The Way Skate Park is an outreach fund established by the Teays Valley Foundation, through the Pickaway contributors to charitable Bruce Soll is counselor of company in Political Science at The Ohio ministry of the Village Chapel United Educational Foundation through County Community Foundation, organizations in their communities. affairs for Limited Brands, Inc. and State University, and his wife, Judy, Methodist Church in Ashville. This serves on The Columbus Foundation a former teacher and lapsed master the Pickaway County Community established this fund to support its fund supports teenagers in the Village Foundation. activities and services. Steven G. and Governing Committee. He and his gardener, reside in Columbus. of Ashville, including the Little Chicago Karen Roshon wife, Joy, have three sons, Jason, The couple has one son and their neighborhood. The skate park ministry Evan, and Adam—and reside in passions include education, the arts, Roundtown Youth U.S. Sportsmen’s provides a place for the teens to Steven Roshon, Bexley. and travel. Association Fund of Alliance Foundation engage in a favorite sport, while M.D., earned his the Pickaway County The U.S. Sportsmen’s Alliance opening the door for the ministry’s bachelor’s Talmage Foundation Yaffe / Stump Family Community Foundation Foundation is a national organization outreach. degree in Foundation The Roundtown Youth Association is that protects and defends America’s chemistry and Ralph W. Talmage is president of a nonprofit organization dedicated to wildlife conservation programs biology from Northwood Energy Corporation, raising funds to open a youth center and the pursuits of hunting, fishing Indiana University a real estate developer, and a in Pickaway County. Its mission is to and trapping. The foundation is and his medical degree from The trustee of Heidelberg University. provide a safe, inviting, educationally responsible for legal defense,

38 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 39 Supporting Foundations

29 $406,218,555 $30,967,406 Number of supporting foundations combined supporting foundations combined 2011 grants paid market value (As of December 31, 2011)

It is here that individuals, families, The Columbus Foundation staff In 2011, Supporting Foundations and businesses can realize many provides unique, personalized collectively paid nearly $31 million of the benefits of having a private services for efficient and effective in grants to support nonprofit IT IS HERE the lasting legacy foundation without the time operation of each Supporting organizations. Since the first demands and expenses related to Foundation. We share results of Supporting Foundation was created of the Davis family continues running one. Through the creation research on community needs at The Columbus Foundation in 1976, to make a difference in our of a Supporting Foundation, donors and nonprofits, provide oversight these foundations have distributed experience the autonomy of having of investments, and handle all more than $335 million in grants to community. a separate foundation and have the administrative tasks. Just as donors support projects and organizations opportunity to involve their entire turn to professional advisors for that reflect the donors’ interests and family or corporate staff. Usually their business, investment, and address their philanthropic goals. with assets of $5 million or more, legal matters, they trust The “The Davis’ strong tradition of helping others and making Supporting Foundations are driven Columbus Foundation’s expertise Columbus a vibrant community is visible today and will by the causes important to donors, and knowledge to assist with their and guided by their philanthropic charitable giving. continue to make an impact for generations to come. spirit. With the assistance of The Columbus Foundation, we are confident that the family’s intentions will be the guiding force long after those who knew the family are gone.”

CURRENT SUPPORTING FOUNDATIONS —William D. Wells, Chairman and President, William H. Davis, Dorothy M. Davis and William C. Davis Foundation Anonymous (2) John B. and Dareth Gerlach John H. McConnell Foundation Battelle Charities Foundation Meuse Family Foundation Central Benefits Health Care John J. and Pauline Gerlach Moritz Family Foundation Foundation Foundation Roush Family Foundation Greer Foundation Columbus Youth Foundation James A. and Kathleen C. Rutherford Community Gifts Foundation Hinson Family Trust Foundation Crane Family Foundation Ingram-White Castle Foundation The Shackelford Family Foundation William H. Davis, Dorothy M. Davis Kidd Family Foundation Siemer Family Foundation and William C. Davis Foundation Arthur and Sara Jo Kobacker, Robert F. Wolfe and Edgar T. Wolfe Dominion Homes—Borror Family Alfred and Ida Kobacker Foundation Foundation Foundation Limited Brands Foundation Paul G. Duke Foundation Marsh Family Foundation The FG Foundation Raymond E. Mason Foundation

40 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 41 2011 New Planned Legacy Society Gift Donors The Legacy Society recognizes those individuals who have let the Foundation Anonymous (8) know they plan to leave a gift to the community through a bequest, trust, life Ernest J. Abele insurance policy, retirement fund, or charitable gift annuity. Rowland Brown Nearly 700 planned gift donors are members of The Columbus Foundation’s Anton C. Chin Legacy Society, which entitles members to participate in a wide range of Foundation events, activities, and initiatives. S. Michelle Cline “It is here that The Ohio State University, one John R. and Vivian Witkind Davis of America’s largest and most distinguished Joseph S. Streb universities, was founded in 1870.”

James R. and Ramona A. Edman —dr. e. gordon gee, president, 679 46 Daniel M. Goss the ohio state university Number of planned gifts donors who are Number of new planned gifts J. Andrew Halatek members of The Legacy Society Randall and Brenda Hastedt Chris and Karen A. Kaiser Anne H. Melvin More than George and Austin Miller “It is here in 1907 that the philanthropy $ Stephen L. Miller of Andrew Carnegie built what has become 72,000,000 John J. Morone America’s best public library.” Keith and Nadine Pierce —patrick losinski, Executive Director, In planned gifts communicated to us Nellie M. Rausenberger* Columbus Metropolitan Library Robert E. and Wendy W. Reber Carol Roth Dean Salts $ Armena Blaisdell Schmidt 868,677,557 Michael and Antoinette Selsley “It is here in 1927 that we started the Total of future planned gift expectancies Elsie M. Updyke* Columbus Zoo and together have built the #1 zoo in America.” *deceased —jack hanna, Director Emeritus, “Your time and how you spend it is your Columbus Zoo and Aquarium most valuable asset. At the end of the day, your legacy is as much about investing in relationships in all aspects of your life as it is about investing your money.” — Randall J. Ottinger, nationally recognized author

42 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 43 IT IS HERE Dr. Ali Rezai hopes to help people during difficult times “When life gets heavy for someone, you and inspire others to move in and carry life for that person until give what they can. he or she can carry it on their own again.” —ali rezai, m.d.

his professional life revolves Ali established the Ali Rezai Fund around the intricacies of the brain, to support nonprofit organizations but when it comes to doing his part that provide for basic needs and to help others, Dr. Ali Rezai is all targeted programs that recognize heart. and promote healthy individuals as a whole, from their physical well-being A renowned neurosurgeon and to their emotional health. professor in the Department of Neurological Surgery at The Ohio “As physicians, we must strive—and State University Wexner Medical in fact, from my perspective just Center, Ali is familiar with the as an everyday citizen, we have physical ailments and challenges a a moral obligation—to do what patient faces, but recognizes overall we can to heal and take care of health goes much deeper. the body as well as the emotional, physical, and life burdens of those in “In the hospital, I attend to the need,” said Ali. “Taking care of the physical needs of patients,” basics will facilitate one to become explained Ali. “But there are other a contributing member of society parts of human beings that also and eventually give back by helping must be healthy in order to thrive. others as they were once helped.” People need to be treated as whole, integrated human beings.”

fund established purpose Ali Rezai To support basic needs, including food, 2011 shelter, and education.

Pictured: Dr. Ali Rezai at The Ohio State University Wexner Medical Center

44 The Columbus Foundation Annual Report 2011 IT IS HERE nadine and keith Pierce are supporting the efforts of nonprofits that provide critical food and shelter resources to the community.

for more than 30 years, Their Designated Fund, the Keith Nadine and Keith Pierce have been and Nadine Pierce Fund, supports happily donating their time to a Mid-Ohio Foodbank and Community variety of central Ohio nonprofit Shelter Board, two organizations on organizations. Nadine, a former the front lines of fighting hunger and home economist, and Keith, a retired homelessness in our community. insurance executive, both enjoy volunteering in the city they’ve The couple also created a planned called home since 1964. gift through the Foundation’s Legacy Society that will form the Keith and “It was a way to give back and meet Nadine Pierce Greatest Needs Fund, “Mid-Ohio Foodbank has such a good people who had similar ideas,” said an Unrestricted Fund that will be Keith. “For a community to function, used to address community needs outreach program and they recognize how I think it is important that people get in the future. to best help people.” —nadine pierce involved.”

When they decided to establish a fund at The Columbus Foundation, the couple chose to focus on tackling a growing demand for the most basic needs—food and shelter.

fund established purpose Keith and Nadine To support the efforts of Mid-Ohio Pierce Foodbank and Community Shelter Board to 2011 address basic needs in central Ohio.

Pictured: Nadine and Keith Pierce at Mid-Ohio Foodbank

The Columbus Foundation Annual Report 2011 47 It is here we carry on the promise for tomorrow.

Our community, like our lives, is constantly changing. Through your passions and support for nonprofits, you are part of the momentum improving our community. The Columbus Foundation remains your trusted partner in bringing your philanthropy to life. We help you help others through the most effective philanthropy possible. 2011 financial summary

INVESTMENT PERFORMANCE AUDIT

The 2011 equity markets were Utilizing a longstanding balanced investment philosophy. Although Investment Committee meets on Adhering to industry best practices John Gerlach & Company fraught with significant volatility investment approach, particularly the many financial institutions that a periodic basis and continues to and consistent with prior years, has completed its audit of both generated by the seemingly endless over the past five years, has resulted the Foundation utilizes to invest review investment management The Columbus Foundation and its the calendar year 2011 combined news concerning the European debt in investment returns consistent assets provide prudent and careful performance, as well as to evaluate Supporting Foundations engaged financial statements for The turmoil, the Washington gridlock, with, and in many instances stewardship of the assets entrusted potential investment vehicles that the services of an independent Columbus Foundation and the and a growing U.S. economy, but somewhat better than, traditional to them, it is the Foundation’s enhance portfolio mix, reduce public accounting firm to perform underlying supporting records. at a pace that was painfully slow. benchmarks such as the S&P 500 Investment and Governing volatility and risk, and maintain the an audit of the Foundation’s records Copies of the comparative “Staying the course” tested the Index. In addition to evaluating asset committees that determine consistent grantmaking ability of the and 2011 financial statements. 2011 and 2010 combined audited resolve of many investors. However, allocation policies, each entity also investment policies and provide Foundation’s permanent funds, on As a part of its work, the public financial statements, including the the Foundation continues to accept continues to evaluate its individual important guidance and oversight. an inflation-adjusted basis. accounting firm also conducted independent public accounting market fluctuations as the new spending/grantmaking policies, The Foundation’s investment a review of the Foundation’s firm’s opinion, are posted on “normal” and to view investment in many instances reducing its policy, formulated by its Investment internal controls and reviewed its the Foundation’s website, www. performance on a long-term basis. spending rates in anticipation of Committee and approved by its findings with an independent Audit columbusfoundation.org, or may be The unprecedented decline in the diminished investment returns. Governing Committee, continues Committee comprised of at least one obtained by calling 614/251-4000. equity markets during 2008 tested This conservative approach to to provide guidance for the many Foundation Governing Committee the resolve of many other large investing assets is fundamental to financial institutions that hold and member and two other accounting/ endowments and foundations. Three The Columbus Foundation’s overall manage Foundation assets. The financial experts. years later, most of the Foundation’s unrealized loss in the market value of its investments has been reversed. In 2011, the Foundation experienced investment returns Assets by Fund Type Grants Paid by Field consistent with standard for The Columbus Foundation and Supporting Foundations benchmarks/indices and, for the last five years also generated Conservation, Advancing Philanthropy results consistent with these same and Religion 15% Arts standards. While asset allocation 11% does vary by fund type, the Supporting Foundations Donor Advised 34% 16.3% Foundation’s overall asset allocation Urban Affairs at the end of 2011 was approximately 8% 68 percent in equities and 32 $ $ percent in fixed income, money 1.191 Designated 106.2 14.8% market, and/or alternative investment BILLION MILLION vehicles. Social Services Education 20% 35% The Columbus Foundation and Organization Endowment 6.7% its Supporting Foundations have Unrestricted consistently applied a long-term 12.5% Administrative Scholarship 1.4% approach to investing, including 5.0% Health 11% maintaining conservative investment Field of Interest practices with diversified portfolios. 9.3%

50 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 51 $ $249,222,257 1.27B TOTAL GIFTS MADE TO NEW AND EXISTING FUNDS AND SUPPORTING FOUNDATIONS TOTAL GRANTS AWARDED TO THE COMMUNITY SINCE 1945

$72.8M $106.2M $868.7M

PLANNED GIFTS TOTAL GRANTS PAID TOTAL OF FUTURE COMMUNICATED TO 2,395 NONPROFIT PLANNED GIFTS TO US ORGANIZATIONS TO DATE $1,191,264,430 TOTAL ASSETS HELD IN 1,924 FUNDS AND 29 SUPPORTING FOUNDATIONS six hundred

NUMBER OF NONPROFITS THAT HAVE JOINED POWERPHILANTHROPY® AND HAVE COMPLETED PORTRAITS ninth $1,781,234 ASSET RANKING AMONG MORE THAN 750 COMMUNITY FOUNDATIONS IN THE U.S. AMOUNT OF SCHOLARSHIP GRANTS AWARDED TO 793 STUDENTS professional council

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

54 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 55 governing committee the columbus foundation staff As of 12/31/2011

Office of the President Supporting Foundations Finance and Administration

Douglas F. Kridler Tamera Durrence Raymond J. Biddiscombe, CPA A Governing Committee of nine volunteers provided stewardship President and CEO Vice President for Senior Vice President / CFO Supporting Foundations for The Columbus Foundation and its charitable activities in 2011. Renilda Marshall Kristen Cassady Executive Secretary Robin Baker Staff Accountant to the President and CEO Supporting Foundations Grants Assistant Amy T. Cintron Communications and Marketing Tracey De Feyter Support Services Office Assistant Supporting Foundations Associate Carol M. Harmon Carey E. Dailey Vice President for Communications Stacey Morris Director of Network Services and Marketing Associate Director of Supporting Foundations Diana DaPore Nick George Receptionist/Secretary Digital Media Coordinator Donor Services and Development Gary Densmore Raquel Gober Philip T. Schavone Support Services Associate Communications and Marketing Senior Vice President for Donor Services Associate and Development Amber J. Erickson Staff Accountant Amy K. Vick S. Beth Fisher Communications and Marketing Vice President for Donor Services Susan C. Hazelton Senior Writer Event Coordinator David R. Meuse Tanny Crane Michael J. Fiorile and Development Chairman Vice Chairman Community Research and J. Bradley Britton, J.D., LL.M. Donald P. Ludwig Grants Management Director of Planned Giving Senior Accountant and General Counsel Lisa Schweitzer Courtice, Ph.D. Barb McDaniel Executive Vice President for Community Diane A. Higginbotham Support Services Associate Research and Grants Management Scholarship Manager Pamela S. Potts Ann Dodson Eric F. Jensen, Ph.D. Senior Accountant Community Research and Grants Donor Services Research Associate Management Administrator Becky Spohn Lisa M. Jolley, J.D. Manager of Facilities and Nancy Fisher Director of Donor Services Support Services Grants Manager and Development Pamela S. Straker Melissa Neely Donna Jordan Director of Human Resources Grants Management Administrator Donor Services Assistant Archie M. Griffin William G. “Jerry” Jurgensen Barbara J. Siemer Cathy K. Vrenna, MBA, CPA Joyce A. Ray Chris Kloss Controller Manager, PowerPhilanthropy® Donor Services Gifts Assistant and Knowledge Management Brenda Watts Jane Landwehr FoundationPower Coordinator Emily Savors Donor Services Grants Assistant Director of Community Research and Grants Management Steven S. Moore Associate Director for Donor Relations Dan A. Sharpe and Regional Giving Community Research and Grants Management Officer Angela Parsons, J.D. Associate Director of Planned Giving Alicia Szempruch Nonprofit Engagement Administrator Judy Renner Executive Assistant for Donor Services Bruce A. Soll Barbara Trueman Matthew D. Walter Michael Wilkos and Development Senior Officer, Community Research and Grants Management

56 The Columbus Foundation Annual Report 2011 The Columbus Foundation Annual Report 2011 57 The Columbus Foundation mission It is here To assist donors and others in strengthening and improving our community for the benefit of where legacies all its residents. The Columbus Foundation Promise To help you help others through the most effective are made and philanthropy possible. remembered.

Credits

Editorial Carol Harmon, Raquel Gober, Amy Vick, Nick George

design Base Art Co.

photography Eclipse Studio (vignettes) George C. Anderson (chairman and president) Rycus & Associates, Adam Queen Images (Governing Committee) Randall Schieber (The Big Give banner) Nick George (Weinland Park neighborhood images)

Copyright ©2012 The Columbus Foundation 1234 East Broad Street Columbus, Ohio 43205-1453

Phone: 614/251-4000 Toll free: 1-866-263-6001 Fax: 614/251-4009 www.columbusfoundation.org