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2009 Annual Report of Muncie & Delaware County, Inc

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2009 Annual Report of Muncie & Delaware County, Inc T HE C OMMUNITY F OUNDATION of Muncie & Delaware County, Inc. 2009 Annual Report Our mission The mission of The Community Foundation of Muncie and Delaware County, Inc., is to encourage philanthropy and assist donors in building an enduring source of charitable assets, and exercise leadership in directing resources to enhance the quality of life of the residents of Muncie and Delaware County. Contents What is a community foundation? 1 Message from the Chair and President A community foundation is a public nonprofit 3 Partners in philanthropy organization created by donors and governed by 4 The David Sursa Leadership Award local volunteers who manage a permanent pool 4 Grant awards increase to meet community needs of funds providing grants for initiatives and 5 Bell Grants programs that address current and future issues 8 Morris Fund in a specific geographic area. 8 Guidelines for grant proposals and applications 9 Scholarships 15 Donors 17 Memorials 17 Honorariums 19 Legacy Society 21 Ways to give 22 How to support your hometown Foundation and list of funds 23 Acorn Society 27 Financial information 27 History of assets 27 History of grants 28 Schedule of asset and style allocation 29 Board of Directors 30 Committees and advisors “Spirit of Community” 31 The Community Foundation staff Ten years ago, artist Jim Faulkner captured the positive features of Delaware County’s many hometowns in this painting, titled “Spirit of Community.” Jim presented the work—a gift from David and Mary Jane Sursa—to Roni Johnson in commemoration of The Community Foundation’s 15th anniversary. As the Foundation prepares to celebrate its silver anniversary in 2010, the painting appropriately illustrates the theme Where neighbors create legacies of this year's annual report: The Hometown Advantage. THE COMMUNITY FOUNDATION of Muncie & Delaware County, Inc. The Hometown Advantage Friends, Seeing is believing, and donors to The Community Foundation health facility, and two initiatives that prevent homelessness. don’t have to look very far to see the difference their gifts are End-of-the-year tasks at the Foundation always include making in Delaware County. Call it the hometown advantage; the comparing numbers for the purpose of measuring success. You’ll evidence of local philanthropy is everywhere. For examples of find details in the financial section in the back of this report, but projects supported by Foundation grants: let us highlight a few statistics that affirm the Foundation’s progress this year over last year. • Drive over to Gaston and ask the volunteer firefighters about their efficient new communication equipment. • The number of gifts increased from 617 to 891. • Stop by Second Harvest Food Bank and expect a progress • The number of donors grew from 349 to 561. report on the campaign for a new facility. • The number of new donors more than doubled from 94 to 233. • Visit with members of Eden Church and hear an update on • The number of unrestricted gifts rose from 171 to 230. efforts to rehabilitate homes for struggling families. Overall, donor contributions soared • Check out the learning center at the by $2.5 million in 2009 over 2008, and Boys and Girls Club and watch how we added four scholarship funds and kids are utilizing their new multi- welcomed several new members to our station computer lab. Acorn and Legacy societies. Among the many benefits of As we prepare to celebrate the hometown philanthropy is the ability to Foundation’s 25th anniversary in 2010, enjoy the programs that donor dollars we continue to look for ways to fine-tune support. We all can celebrate the holiday our policies and improve our practices. season at the annual Community This year, for example, we revamped the Christmas Sing, learn about the procedure for recruiting members to the environment at the Living Lightly Fair, and tap into new services at Board of Directors. By adding professional and community the community libraries in Yorktown and Daleville. experience to our list of criteria, we have ensured that the Because the Foundation believes in showcasing the work Foundation always will have leaders of the caliber of this year’s made possible by donors, this year’s annual report includes stories departing board members, John Littler and Terry Walker, and about hometown projects under way with the help of Foundation incoming members, Mark Ervin and Mike Lunsford. We’re proud grants. You’ll read about free admission days at the Muncie that community members formed the Foundation in 1985 and Children’s Museum, ongoing renovations at the Senior Citizens that community members continue to grow it, govern it, and Center, a clean-up campaign along the White River, the reopening monitor its work. We think that’s a real hometown advantage. of the Buley Community Center, plans for a new downtown g r o . n i d m f c . Roni Johnson Ronald K. Fauquher w w President Chair, Board of Directors w 1 Snug storm windows curb heating costs Utility costs were of little concern when Forest Park School was constructed in three phases beginning in 1918 and ending in 1955. But times change, and the facility—now home to the Delaware County Senior Citizens Center—has struggled to pay winter heating bills that sometimes exceed $1,000 a month. Gaps in the old aluminum-framed windows were so wide that the curtains rustled with every gust of wind. A $3,000 grant from The Community Foundation helped solve the problem, seal the gaps and curb the costs. “We’ve installed some awesome storm windows,” says Bruce Reynolds, executive director of the center. “Now it’s nice and warm in the east end of the building.” With an annual budget of $92,000, the center engages in active fund-raising that often involves food preparation. Chili suppers, fish fries and dinner-dances are popular with the 6,000 seniors who use the center’s services. In an effort to boost the efficiency of the kitchen several years ago, a Foundation grant supported the purchase of a commercial-grade stove and new cooking utensils. “These go a long way to help us raise funds,” according to Reynolds. The center is a work in progress with a to-do list that includes upgrades to the electrical and plumbing systems and routine plastering and painting projects. Reynolds eventually hopes to refurbish all three buildings as funds and volunteer help become available. The space is necessary since Mental Health America of Delaware County accepted the invitation to move its offices into the building early in 2010. Ongoing collaborations with area historic preservationists have set a goal to add the former school to the National Register of Historic Places. The citation could lead to federal grant opportunities as t r well as bring visibility to the vintage architecture. o p e “This is a wonderful building,” says Reynolds. “We want to R l a protect it and keep it for later generations.” u n n A The gymnasium dates back to 1928 and now is the site of activities 9 that range from square dances to chili suppers to style shows. 0 0 2 2 THE COMMUNITY FOUNDATION of Muncie & Delaware County, Inc. Partners in philanthropy For almost a quarter of a century, The Community Foundation has been the trusted place where neighbors create legacies that benefit their home community. Charitable giving through the Foundation enables residents to see tangible evidence of their gifts in every facet of life in Delaware County. Among the advantages of making the Foundation your philanthropic partner: Proximity. Our professional staff and volunteer board are local residents who are familiar with the needs of Delaware County. Our committees are made up of experts with firsthand knowledge of important local issues. They direct the funds to where they will have the most impact. Convenience. The Foundation handles all paperwork, submits required IRS reports, and honors and protects the charitable intentions of its donors in perpetuity. Personalization. We work one-on-one with donors and their families to design grant-making programs tailored to meet charitable objectives and deliver maximum benefits to the community. Security. Our investment managers provide prudent stewardship of donor contributions. Because they oversee a variety of funds, they are able to reduce the cost of administration to a fraction of the cost of administering each fund separately. Privacy. Donors may remain anonymous if they choose. All personal information is kept confidential. Tax benefits. As a public charity, the Foundation g offers the highest level of tax benefits for charitable r o . giving. Donors can integrate contributions with their n i d overall financial and estate planning and thereby m f c Hometown Advantage maximize tax advantages. w w w 3 A quarter-century of service to Ball Memorial Hospital earns Donn Roberts the 2009 Sursa Leadership Award Grant awards increase to meet community needs More than 50 Delaware County organizations received Community Foundation competitive or proactive grants this year. The total value of these grants was $700,712, which represents an increase of $11,408 over the previous year. Arts and Culture Almost 3,000 music lovers turned out for the annual Symphony on the Green Arts and Music Festival on June 14 at the Museum of Arts Terrace on the Ball State University campus. Two grants—$2,000 to the Muncie Arts and Culture Council and $5,000 to the Muncie Symphony Orchestra—helped defray the cost of the annual celebration that After listing Donn Roberts’ many qualifications for the David Sursa featured a picnic buffet, pre-symphony Leadership Award, BMH Foundation Chairman Kelly Stanley summarized the performances and several artists displaying nomination this way: “Donn is the perfect example of an outstanding their wares.
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