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. s tati o k • B ids o Chec oy Ce f • e Ch the n ar s ffo g ist V n a a r • e c r te i an k l ep nd b pr omp ma rts dr en’ Stop Buley util iz ou t r, ou ev • ojec th t ts ort with h a Gir d t e Driv mak . Ch iden t o eir e e n ut s clea Y s s ho met th ing ea don on vi b co mmun ity reh ts e B ls u ou ’l po s er Commu r h Mu s y ef n r ec F T e e pp or is m so n ing o on m Club ce s riends, jo he S n- u th t fice a th lab uppo le over ’t met emb a mas sib le econ bilt y us e a o e eu m, re e h in own a t n r . t Homet o p Among S f ir ave en t he c . nt ad t own eing a loca amp at e Dela to camp ing We n rte Sin g, th e nd d th e nity by rs e n e pr ab o at to Har w o Ga pr ew d of h l lib r wa d ce ogr ng o a a phi lan an n wa F oj ect p o b Cen th mu on o loo l ign is aig n s ou ut lear n Ed ve h mes y t t co t ar ies he ca e a on te re ila w beli ch Fo in g ua l nd st lti- k ms e fr mmu L rs , ter, fo n r n n s n n Co iv man ve e u thr ho a alo n Fo a f at th r c un nd o Ch in g ab Adva nd r Co mmun t th th in vin elb r ry en ov a un io n r plans od rop w ad miso n op th de r at nic at is ou t s n urc Yo rkt o y fa g as g, tr e t L ew y ion y. Ba y benef y ig ht be lievs don ug r th e at k at ear ’ at ion h n a is way is t t Ca n nd f t ion o he ta e fa gling and or h th g k ev ly or Wh s e s l t ra wn cilty. ity ge and e he e d i er a an s w t Fair eq it v nts : on do s abilty olun da y hear at n ywhere. ite it t t nu al fami an d of h uipment. in he ew he h or , lar expec ol iday th e an d s R th e sh o s ter hometown difference iver, at an s downt l Dalevi. t i rep o t o es. Sen o wcasing he lp th e ta p t update P R T firefighters For e r a h th e on io r rt e s progr e Mu ncie in t own d i i Com example o in Jo reo pen ing Cit e f o cl tn Fo un dat the ir hn on th e ud es adv ne w izen s mun s so a w about n p gi nta ge s ser v s l ro or i e fts to r mo ty of f t io n t i g k nd co h u F t r ices ies are h n a e ounda s i T h ; mp n t a it s d d h e the co t or co EH Fo e et ig a t at co e a pa lt E h min mm a h B xp u r its n h is in ils mm ligh ti oa nd r d C tin e fa on g ye wo -o g rie in u r a cilt O d n t g u n a f t m -t io n um n th r r n a it M o b • k. e ce h it y o f y f oa e mb , Th M e • y ew ver b Dir mem W a - a fin • to e mem r The ye lwa N U e n d • e e rs Th e d st last an r n a o m ct Th t s, f r h at u u b t e y n o T I cial o w em in k s mb t r b er Mar e u r ist n a r y er o lis w s. m u sk t n s ear Y b h ics er mb il s u in t s t co ber B er s e k ha t ect F mb o f . y itiat h at o of p t n Er v f O er hat ave ad d , rm u t ion o cr ’s er i th J U u rp n f C R ives o of in ite r a e n u n p D N o h e hn of o in af lead er d T rest in e ew real a ro n an o d se h Fo w g ri , f ia, al t ur to o g Fo irm t is ce Lit h t d h A e n Aco he p i d un r of B do e ft w ic a ye O I T u or ho m w d p r gr ow w a o tle r Mike co K of s t b Fo un dat nd e t u s olice d the meas no e back e s a ed . y prevnt i lc d r r n r ation n es n of As r, e F g h a a $ o t cre an d rs au et o N in rew a f o t d fo g f 2 m a Fou t ion io nal Lu ns it o v w d he s if m O . n u q u as r e 5 o , r e o D ed t w d e an e u ve r o d alw s f g f e Ter r r ’s t c e r i en sured in n milo e f io n e h c n re x to o Le p t rom Mu ro d s dat r f d h alib c h f a er g 25 n ver r a or e an ou ad r o e m ays is g se th f y l, imp u ve lo s sr o ro pa in m d. a t n io uc it d p Walker, van t er rep r an h o n cy 3 ra d from i c in g m els le n r 1 sch k in co 49 We’r o ces it, an ro e in l o e ’s 9 , d so or no f t clu 617 n f t m 85 w v o h ag e & o n an o me o 2 to ew s e t th cie r at u n r ive e m . lar 171 , 00 de e cel b w es ou d e D con Yo a b is 561. r m . an un to t led t pr o n s e rs m u ays 9 ies h s. hip ye r va d be u t l e a d it t em b ove 891. w a t pr ’ o r . fro u r a l y mp r y r ib t at r’ d s a fu 23 o re a b in s r ct u m to e er ed f n t 20 0 in ice io 20 th ds 94 s . th C e n 0 th e t s. - 10 o o e a s 8 t to e u une n , s our , n d o a 233 t are n y d , c In d . .

1 www.cfmdin.org 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 Inc of . Comuni , Comunit Da a n ag d v De id en org Bo la re Sursa, cy. b co ware an no v ty Di Walsh ns tru I Mu s t T y izat re F he th e has a ound Enhan cto rs ti Fe d a Co ion e on Su r ct l un d ong-ti C um been unt o Me io n er ha mb er f ation , p sa co 4 25 ceme recogn the D al N roj ects. er y nom in 2009 Annual Report an d mo m of o on n Award Lea and Sa vi ng s st g ye ar me mu A o . Bac iven an d ria th Pa nt ne Wa p de qu a of ci e nit izes serves l s ation k st Ro ber Pr A in g Ho vi wo ul d rship Ca nc er ag o , a to Co me rce y ft ah an i Surs oj wh i c nnua B spit t r th leader er vol ects S o an k th an chool f er e c on Awar d list a untee wh h al ts contributions is ll di sa d , -c Ce nt e Award G y (n , c Mary ing the way: wa ir l ar rie but at the entu since and ow Te gre , S r is s , Don boa U ac co u r, of BMH a i s M e ni te p re Dollison ns trume nta l “Donn 2 nd re hers S a 2 . hil ry 09 ut u the al rd ou th n t 00 Do n cipie $1 the Co un ci l. ly an d Robe Foun of 6 of al Ba nk ’ ,0 en Wa i t Store. and n, o mp orta nt. ” 00 Su rs h nts i To d first s s f tire ropist. irectors of a ervi y, rts a the dat i we gr an t re honors include person Sa Moti ), ’ presid He c a ti re d r in many omunity. per fec o lv ha ce a Lea ders hip n at ion ra isi ng He’s nd jo in e to s v Cha of t at be e pre sid e e o the who s Mar th e q e nt ev er al a t not irma Ba l ualific d ex Army, O loca n o memo th e re jo fu nd u a ample f liv only r He n ri ci T n nt l M e e ia l Memo r he pi e ma BM H a no a Ke s s cti ve Mu nc inds tions Zei has an d ry o fo a npr Awar d nt jo r lly r of gler good r of ’s wor B , a C Sta of th an vo oa ie for w EO it e l ks on Ch rd nle out un fr the of de il dr in of ie te er y sta Ho sp i Mu n s rf D d en ’s uma ul n av tu wi t of ding i d al B h ta l S al r ur ized l sa ea rns th e s tru me v ggl o n h lu tors o $ ing s $ nt t me u F 1 o h 7 u m m o c M ra G E Co Ar Almo the Mu Arts Arts Cul the ir campus performa nces featured the Mu o ppl 1 e . r i 0 d • • • • • • • • s u g fa e , s o H en ts 0 mmu 4 $3,000 $5,000 Minnetrista: Planet Old Masterworks Galery Harvest East nerstone Cor n rs a y r si tur e ncie ie i ome m , annual cos 0 n e ea n t n d 7 an T a c s w 8 i C st i iz at erra ce 1 nclude nort t l nd r i Fes ne Washington h hur 2 e . ares at Central o d t a i 3, . s a o category s Symph , T ni v o ede w Earth i Tw y t i n a n Cul ow n C he er wh o or 00 ti 308: her f ch Moon ty u ns picn val r a . 50 c th Symphony o d t the l ned 0 o O d on tur e t i tu rece h B n ch ot e s d m re gra n local the r e Singers: $3,000 Indiana mus to Del et $1,500 an on e n Center De ony Chorale: ic re an al p c th el pr Film r te by ei ive r c n i et re e d Counci w buf fet, e la de a Ju v nua l e Stret ev p v ts—$ ic menr t ha war d gra nts i al s yout wa ere Orch t re e fi d B evral ne r i i Festival: s u d nancia ly v lovers ou al bil se for $5, Chamber e e $1,500 e re C e o we cel e s a 14 aw h $1,500 it n s o o 2, Festival: State n o estra—hel C l 000 the C a ts r pre-symph y f as m and ebration r te 000 i th ou ount ea arded at pr n e arti s th lly an tu m t w $5,000 e Arts: gi as o the r e n o t the . n r u e o ac s Univers G ty ve $ i and Orchestra : to y. l e ts n e m n m l 5 ed pur $1,500 ren ti i n c a A g ty to P ,0 an $22,525 M di r th v s ro ra e rts e $3,154 ped te : out cha 00 tha t a sp as us y e ony je nts dul gra A a and e l ity M eum c aying s to s t rts fo of def e t unc n 1 w 0 ts the r and a and 0 r s of ie ay sup r p y ser also Sc f $ Am a E pr Mu ncie, Cam r The Edu Ec elat ecivd acilt ies o con ar 16 ,0 00 • • • • • • • • • • • • • • • • po cap ita i ou ts onomic ut h. or Aff airs: Libr ary: $3 ,00 0 and ves Card inal Bu ley Gasto n Motivate LEAD-ECI: Heart s First Dalevi Coleg e Animal Mun cie-Delawar e Bal YWCA Yorkt own -Mt. TEAMwo rk Mun cie-Delawar e tic ipat e er ica, ca rt Delaware ed it wil p omic y. ed t Stat e lo w- inco me, Red $2 ,50 2 i Mo re Cho ice an nu aly on grants Co l : Com mun ity at exp and is $100,000 campaig n gr an t and Cro sro ads of $5 ,00 0 Rescue $4 ,03 5 Vo lunt er Ment ors Devlopment mmu D slat ed Com mun ity Gren way: W in th e Our Univer sity Mun cie: eve $4,200 th an Hand s ing, fo r Sco ut fo r Advancem were: is hi sto ric Minds: n lo Pleasnt sin ce Qualit y Fund th e ity Women : ear fo r pm located 60 0 fo r Fire Clean Cou nty t Cent er: Unit ed: Re ach. m be at $2 5,0 00 o marked Sco impro Bo wen ent of $1 5,0 00 Kid s!: ou n (ARF): -r isk 19 2 t Libr ary: $15,000 sup t Depar tmen t: M camp e Livng : A To wnsh ip ut R Pro rm and un ent $1 0,0 00 te d merica port 5. s Senio r $5 ,00 0 an d $3 5,0 00 Ot her o vemen ent $2 ,50 0 $1,000 each cie gra m. Cent er utheas Th e to Beau tifu l: C $1 ,00 0 th at b $1 7,0 00 the orp y gran t bo sp u Bo Citizen s: pg campaig n Co p Com mun ity ed ucat io ecial- ned ts ys ora tio ha s ro gr am fo r is V $5 ,00 0 t y ra de un as s o Sco ion als o f Pub lic $1 ,20 0 ho cil. pa rt n ut s st ed 2 A n- th at 011 of s o e f l a oc c n r s os M e a l co e l t F Co w p A H T un a y o he of • • • • • • • • • • • • • • • • • • • • • • ro u o nd out ni r 10 u m Hun gry: Asociation Indiana: Commerce: $4 ,00 0 ci Project Open Muncie Indiana Hilcroft Habitat East Second Unit ed Thomas East Delawar e Mun cie/Delawar e Muncie-Delaware Br idges Big WIPB- TV: Pro ject Muncie Muncie Yorkt own A m rk n a p F e n m -s da t c Bet ter gr an r h. o , o g o Br oth ers t u iv it s f an Central Cent ral a tio gra ce up O ndatio tion Door/BMH t the vicesSer e .e Way the Stepping Leader ship t n n for Com mun ity Black Harvest Mison: Community Children’s gr p Services: m $5 ,00 0 $25,000 Park-Avondale Way for te o $2 ,50 0 s Cou nty Com mun ity R min an u r c rt r Humanity: (Ros o $2,500 o pp of hu Indiana Farm ers Big $2 e a be n mp t Expo-Muncie Services: d t g Delaware o o m B 0 t Food t r b Sister s: T rt f h Stone at $25,000 , u oa Health an $20,000 and Center): y 00 Special FIRST e County $1 Museum: ter Delawar e P. in H a th rd B Services: ,500 3 Schools: Therapeutic 0 s c and B E o Bank $3 er $11,000 e lu la $11,300 e Scho ols: help $2 0,0 00 ys al of Neighborhood C Ro bot ics l l $7 ,17 0 clu vic d b Center: , Cou nty: 4 so Olymp ics: Hun ters e: an Ed Muncie: Chamber $2,500 b O 83 e of b to Chapter: ed ecame s ap $10,000 d M Cou nty: uca $5,948 t $1 2,9 45 East pr h g sup Gir d M p $3 ,00 0 at ran ogr ef $50,000 Riding: r tion Team $5 0,0 00 N U Fedin g oved ls and s p Central ray $5,000 t. er p $5 ,00 0 ams of t or Club $4,000 art $5 1,0 00 A ves T I $3,000 t #1 720 : he a t $750 o Y t he 80 o of f th e F s the f p ch or s R O t as up ag o t ob m o he f U s t ea an ol er e o c ym er f e D N p “ ng la i Ch Gr r r v Be r, De to r d m su T g s t es d e s a b l e D - s We s Th o m e B is F b he t ag ra g ou P. e ot i o es p l ol A ne i l en id ma r ca ek, e ns er de l ed H O I T G B e h i pr l n en s n ze t se c c l el er ig t i ra he —i da r G s sk nt r l ou e o as n o E t s d l t h s. t , r ud n my je g s en C t ” e i o N t n a n si ar r gr c n ts s t n e d u t s i Sc y c T t ag o c i s s a l c o r f o f c en ma p h t d r h t lu s n P a m s B nt p ho o o hs t at en w e e a nt ia al f d n a en ro t ga t s d m m e sk s o ; as se D : Mu o n i s l st t mp g re ok it i an c w o H s el nc l , St el s n pr co u r ed d n a t r m c R a a a b e awa ea d a h y a l p s i d d e, n to or o s a m m p a o e n as a te e Me a i c gra by p m t d d d r. nt c a , n c for y r a r o p m e t n o c h ed o e r e ry r Un e o t a ds re Th g eat en De s i i ie t & sta m me nt n p r sk he form -o m o ou E r- , Co e iv o x i m la e h t i c du n th Jap e D tea F bl v s on n e re O wa Sp or i p e si s u rs th i a c d l s he a b l ea n s twi s k s a m of ed t c a ati i he h w a y te s ei ty ters re l he ty ne m e h e s i r’s n r n r s d m o d onors l s we i and fi County re a ey x rs educ s n h t y r t n ing. tw es , shnes c as e 17 s w l .s r e t s n o m p ; Me to uch r as y e h t and ea ks e a s o h C s tud ye rt s a en T , o rch. the du tors a he u a s a by de t a e r c t . ied rs n s ninth sa We t The y , c In s - .

5 www.cfmdin.org 6 2009 Annual Report D E G t a e h t , s e s s a l c . A C W Y r e t u p m o c e r e H Va r e , g n i n i a r t , t n a y r B d n a , t f e l é m u s é r s k r o w h t i w g n i d l i u b r o t c u r t s n i e r a g n o m a r e h t a e H e h t .e l o C l a n o i t a c u d e sg n i r e f f o THE COMMUNITY FOUNDATION of Muncie & Delaware County, Inc.

serve on the committee and to select grant Providing pathways to success recipients. This year the committee awarded As Delaware County’s only women’s shelter that is open 24 hours a day grants that totaled $7,989 and had an impact on 2,850 students. For information on how to and seven days a week, the YWCA often is the lone option for persons apply for a Bell Grant, check the Foundation’s the agency describes as “chronically homeless.” Able to accommodate website ( www.cfmdin.org ). more than 50 residents at a time, the facility frequently reached its Among the classroom projects that Bell capacity this year because of unemployment and foreclosures. “We’re Grants supported this year were: sheltering people now who never would have been here five years • At the elementary school level , students ago,” says Christine Weans, residential director. explored the Indianapolis Zoo, participated in Compounding the situation is the fact that the agency has a scavenger hunt and then made oral struggled with its own financial setbacks and is in the process of presentations that highlighted their experiences; built a 5’x3’ water table as part reorganizing and developing a strategic plan to return it to solvency. A of a unit on stream erosion; created works of Foundation grant for $25,000 is helping to keep the shelter operating art based on ancient treasures of Egypt as while management streamlines its practices, seeks new funding and preparation for their visit to the King Tut adds services for its clients. These services include GED programs and exhibit at the Indianapolis Children’s classes in nutrition, résumé writing, money management and conflict Museum; hosted a fashion show that featured clothing that might have been worn resolution. “Residents can stay here as long as they are attending in ancient Egypt. school and making strides toward self-sufficiency,” explains Weans. • At the middle school level , students studied Because the shelter often houses “those who no one else will Italian-American culture by making carnival serve,” according to interim executive director Sandy Markert, the masks and sculptures of Italian landmarks; journey to self-sufficiency can be long and difficult. The staff takes performed character-education plays at pride in those clients who have used their time at the shelter to resolve elementary schools within their district; read To Kill a Mockingbird and then interviewed their problems and move on. As an example, a former resident recently area senior citizens who grew up during the returned to the Y to say “thanks” for the agency’s efforts to help her Great Depression. maintain sobriety as she made the transition from prison to private life. • At the high school level , students “She was a first-time offender, was only 19 and had no place else to collaborated with the Ball State University go,” says Weans. “I was very strict with her and made sure she Biology Department to test the relationship attended Narcotics Anonymous classes. Since leaving the shelter she between genetic control of finger length and athletic ability in women; read their original has returned to her family, has been drug-free for more than a year, poetry at a competition that invited the g and now is enrolled in college.” r o audience to offer feedback and votes; . n i

created a tabloid publication that contained d m f c

their book, film and video game reviews. . w

Hometown Advantage w w

7 Guidelines for grant proposals and applications Agencies grateful for Morris Fund programming that the children deserve and As this annual report illustrates, The support the community expects. Her investment Community Foundation of Muncie and A summer wellness program for kids, allows us to help children reach their Delaware County, Inc., supports a wide camp scholarships, a Scout troop for inner- potential and through them, transform range of organizations and programs that benefit area residents in many ways. Most city boys, and outreach opportunities for at- families, schools and communities.” grants are awarded through a competitive risk girls are a sampling of activities Since the fund’s inception, cumulative process that occurs quarterly. Groups that supported by the Jean and Mora Morris Fund distributions have totaled $1,125,340. This seek Foundation funds usually are tax- for Youth this year. Mrs. Morris, a home year, each of the following agencies received exempt according to the Internal Revenue economics teacher, established the fund as $9,883: Code. To qualify for a grant, a project or part of a $2 million bequest in 1996. She • Big Brothers Big Sisters program should fit into one of the selected nine agencies as beneficiaries to • Boy Scouts of America Foundation’s five major areas of interest. share in the fund’s earnings. To date, each • Girl Scouts of Central Indiana These include: agency has received a total of more than • Isanogel Center • Arts and Culture $118,000. Best of all, the fund is perpetual; it • Muncie Children’s Museum • Community Betterment will continue to offer financial stability to the • Police Athletic League (PAL) Club • Economic Development agencies as long as they serve Delaware • YMCA • Education County youth. • Youth Opportunity Center • Human Services • YWCA “I don’t think even with Mrs. Morris’s The Foundation strives to improve the forethought and planning she could have To address unanticipated needs that quality of life in Delaware County. Our staff, imagined the enormous impact that her sometimes arise within youth-serving our grants committee and our board investment with The Community Foundation agencies, Mrs. Morris also established a field- members review all grant proposals and give would have,” says Taryn Poti, executive of-interest fund and authorized the priority to applications that meet one or director of Big Brothers Big Sisters. “As Foundation to make grants to help meet more of these criteria: fundraising becomes more of a challenge, those unexpected needs. In 2009 our Board • Yield substantial benefits to the community this gift offers our agency security as we of Directors awarded four grants totaling for the resources invested • Promote cooperation among agencies strive to provide the kind of high quality $56,000 from the Morris Youth Fund. without duplicating services • Enhance or improve institutional or organizational self-sufficiency • Provide seed money for innovative community programs • Encourage matching gifts or leverage funding from other donors • Have broad-based appeal and provide services currently unavailable t r

o Potential grantees can review our p e

R complete guidelines, check deadlines and l a

u download applications from the Foundation’s n

n website at www.cfmdin.org .

A Big Brothers Big Sisters of Delaware County create matches that last a lifetime. At left, big sis

9 Heather Messersmith and little sis Kahlea whip up a culinary treat, while big brother Andrew Moore 0

0 and little brother Jacob take to the slopes. 2

8 r ec fu s ipie nd ch fr r om eq ola s v nts ario ( a ww uir r nd rship pr etu c in Yen am em fi Ca u evio Na w.c clu de $ na Jef s n r Gri Jar F 13 Ad the s pu ents schola Br i ou T termine ta li in n Je r de: fmdin.org us h fre Co m his s ffi ng 2,89 cia Ta ed s-boun g ch am An ave u li nd E. an rine Ca ic a c niv e years. Mic h n scholars. ra y l A. Lind an ola y oleg Sa I s o c i h s r a l o h c S ation Ho I. dr e n bur den e na Nico m rship Edwar Ray ri s 0. Br et the ers ar, a d Bullo Ba r h th r rship un ity Hamilt nd ah , the st Thes inform d Ka it w sa ae l Em il y itie e e a Muncie Delaw Donors o le Cor scho ) z, lo w, for p tuition, progr y E E. pportu An n Br g eligib s ast . Brhead od ck, funds d M. Dud both Ou Delt ives ly n A h own F the n, dam Di ou aw as larship on, Bu r ation McC rea ry, are five Mu ncie r Delta Sny am Cl oh Dalevi Be at y, a ck, s p a ilty websit Central ley, ndat ion w so ards nit fir fo , ges fe mo de Cowan Coun ho s s, Ba l ared years st der , r y r f e d Muncie ab Scholars c es sy, t Wap th stud s, re supp t t a rit hel cre o Sc ho ime o ile Sc hol arship e e Cen tr St a roo Mu nc eria. u impo ty n by Delta ir y a pe the ate d t e ame ahani Sc hol Mu nc a o Ba l te nt st r m a list 42 la rs d ec ppl ic r n Cen ud s t s New com al hip rt d e an ie g n i r a o ipients t w of a the p o an St en hip for ar ship se e So u d ta ho ie ation tral at e rce t bin the t b ling Al ic s the Cen t Sa t As oa are h Jo th sid e nedear Sy nt Ange e an Ma Sch m d n H hl rd e Kat , l e l l o c La Ja vi ue l url ra l making c Hunt Mir De ey ev Cat ri at o ost Kir a ur r x Ma la ie a ed er. Kyl la ey la Bra We Tr public Kev V ia m en rship b Kas Ca her eg of war e S La al Sa e eh e Eun C. y I. e Kel c Car r den st V en c rt D hei Ha ine C in Bull ff Thomps a S i s . K , ne av e ampbe andr ch ol nd a ar se e itsel m Ivy m r, nnah Kim P C nd dle i y ll, is c, P ic ne y omm oc H I en F L vy re , Tec ke ar ship Ivy J r ami Wes- . Ne r a De Kai , k ones ed An ne , , Bry t N Gr Li Li Car Tec Huf Wes , Mu ri Delt zs Pe an h H o l l l Tech ea lta Delta in l l n l unit l l ace , tl n ie ch l, oll c y to d h t ly Del Co e ncie , e Sc h l i , f s -D el a E s B , n C. s i ma , Wap n, Y ay (W o gr A nd sa Cook, ur Mu y Mar Yor wan or L w Cre nn ol . S r e C n y n M me ow Cen kto M is e cho Ro w n ar ship ow kto ah , l . ing cie To vis l n os , W , Sny w sco an ) Mu tr Mu an W o w wn ie r es- to G n So ls al Sch i n ap nt oo e d n n , nc Del S s u , er cie en Yo ah ch S ldal Co th T Wap o ie ch , l rk t d, ol ani s arship De H mm So id So ol ars E B ow e ah lta u ars u ur th th un C h an ris n h ips s s sid O ide ity ips i M e S M ch o Sc h G N U A K eo B ma la rsh S ath ol D ri te A rg T I G ar sh e t E Ke sh nd p a re Ka le e l ne E iz Y ha br N ips an l e ri C l k a e J a Sch se ri a n ip F y ar Ar n ar ie y ni b S C ta C s d Do Ro y O N. p et Ka R l A ed as i Sch hr th e a a Nel ol s l Dr ru Jon . J U i s J l zel h nal e e We ame ur W i M hl D a C arsh W s en A st . D N I n y S Ky ol M ar . Wi N da M . Y A an e o h i n g A a e i M d D B M e- orkt ll ni Wi Da G arsh n i stf y un aw c n l adiso l dre s l e col l ul i . y l e s l l e cDon ip Le , A i M o Va n dr C a a . f r n Fr an ci , iam wn lf Yo er A al O I T r am S ms, ce l Bi J Gl ay a s e n a o a s, e In d ow a C i a u r w ip . ck d l nu ed ck g r Pa me l , , z S i L Je D Ta P kto La n Mu oh n dd pl in Sav Jo ald tr a Co Mu D w a ian n r , J. e W ud , N , t s n Co n W. y y Herit e . t sep e s , Delt and e Lio Bu en w t l i n ne e on wa ing e M ’s a a or se Dale i n sy ig o M le o unt s- c d S Winga , n z c f r n, ie Aca R , ns a ch o ge, , h y De Mu re ris ie y o n Sch S a Ew Mu , estaur ha m Da ag r , h T F , ine si mi So sh ies Mu Iv vile r w Wa Ivy S Cl l an e d e n la rship le e o Bal y i ol , al u n th ub r, ng e c lm ut M Ha vile Scho Mun n Tech kto te th p i c my Tech ie a l Yo l cie , , a h rship . , , an e a sid S l Sh h So Co R Sch Inc sid B n tat rkt & V. a o al cie ts Ce larsh e e n u blin wa e . e M o n o i e D th Scho o n S l a wn S arsh cNa f sid n ta t nd ou g l r De ips w a al t e e o lars t bne la h a ip re a h s wa ide hips y C re o u an n t d y , c In .

9 www.cfmdin.org Partners pitch in to preserve Buley Center tradition

It took two phone calls to lure Mary and Cornelius Dollison out of retirement and back into the thick of community service. The catalyst for both calls was a 2008 newspaper article announcing that the Roy C. Buley Center had closed its doors because of a loss of government funding. “You can’t let this happen!” urged the first caller, a former Muncie resident now living in California. Two days later, a neighbor from the Whitely community contacted the Dollisons and echoed the plea for help. “We took that as confirmation that we should get involved,” says Mary Dollison, co-founder of Motivate Our Minds, Inc., who agreed to serve as volunteer executive director until the Center could afford a staff. Supported by the Whitely Community Council and guided by a new board of directors, the Center reopened in February with an ambitious program of educational and recreational activities. The Delaware County Commissioners agreed to cover the cost of utilities, and a $35,000 Foundation grant enabled the Center to begin to recruit permanent leadership. “Partnerships have made the difference,” says Mary, crediting volunteers and area agencies with creating meaningful learning opportunities for children. “The first few weeks we had only five or six students in our after-school program. Now we serve more than 70 each week.” When teachers from Longfellow Elementary School expressed concern that neighborhood children weren’t adequately prepared to enter kindergarten, the Center helped design a two-week summer program. The results of their efforts were evident at the beginning of fall semester. “The teachers said, ‘You wouldn’t believe the difference in those children who participated in the summer program and those who didn’t,’” says Mary. A second summer program is in the planning stage, and a grant from the Indiana Department of Education will support ongoing work with preschoolers. Ball State faculty members have gotten involved by bringing 16 BSU students onsite and using the Center as a laboratory for future teachers. As Dollison prepares to retire—again—she is enthusiastic about the future of the Center and the neighborhood it serves. “Ball State has loaned us a graduate student who is helping put together a strategic plan for the Whitely community,” says Mary. “This will make a real difference. We want to become a pilot project for the entire city.” t r o p e R l a u n n

A Hometown Advantage 9 0 0 2

10 g n i t a p i c i t r a P k c a J , e n r o b s O n i l l a B s ' y e l u B e t a t S T y l i a d r e e t n u l o v H E l o o h rc e s t - f a C O M ' e t n o e L M N U s e i t i v i t c a n o s l i W T I Y F , e r a d n a O U m o r f Ta n a u y D N A , t f e l O I T ya l C . e n y a w D N o f Mu ,n a v o G n i c e & e D l w a re a C o u n t y , c In . 1 1 www.cfmdin.org 12 2009 Annual Report THE COMMUNITY FOUNDATION of Muncie & Delaware County, Inc.

Attendance spikes on museum’s free days

When the Muncie Children’s Museum asked youth-serving agencies to suggest ways the museum might reach out to low-income families, the response was quick and definitive. “They said that parents and children needed opportunities to interact with each other away from home in an educational environment,” explains Barbara

Schafer, grants coordinator at the museum. Since opening its doors in 1977, the museum had earned praise for its hands-on exhibits, creative programming and modest ticket prices. But the latter sometimes presented a problem.

“We always charged admission,” notes Schafer, “and that made it prohibitive for some families.”

The solution—introduced in 2005 and expanded the following year—was “Friends and Family Fun Nights” and

“Free Saturdays.” Visitors pay no admission fees from 3 to 7 p.m. on the first Friday of the month and from 10 a.m. to 3 p.m. on the third Saturday. This year a Foundation grant for $10,000 helped continue the program.

To boost attendance on free days, the museum often schedules special activities that introduce kids to aspects of the community that might be unfamiliar. “For example, we’ve invited a quartet or quintet from the Muncie

Symphony to come and play for us,” says Schafer. After the mini-concert the children are encouraged to talk with the musicians and take a close look at the instruments. The experience has been so positive that plans are in the works for the musicians to return and perform “Peter and the Wolf” with a narrator reading the familiar story.

Attendance numbers confirm the popularity of the museum’s free days. “On a regular Saturday we might have up to 200 visitors,” says Schafer. “But on a ‘Free Saturday’ that number can spike as high as 700.”

A baby Brontosaurus invites kids to be paleontologists for a day and dig around for fossil replications. g r o . n i d m f c Hometown Advantage . w w w

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L l y s n Fam wn ers L ad or i nes e ei as i nes i Lo fer La Jo aw ec o ari c an so c C r l l h e n n . i hn pi ud o n tor y t n e um he L i y ut u g l c e y J sto ic er A co effer n ad ss i ts n re lo n oci a y at ion Melinda Lundy James and Joy Robbins Richard and Peggy MacDonald R. Donn and Freida Roberts Sarah E. Mahboubi Arthur & Josephine Robling Estate Walter and Kay Manifold Harlan and Judith Roepke Charles and Brenda Manis Robert and Margaret Rooker Meryl E. Mantione Elizabeth Ann Roos J. Richard and Elizabeth Marshall Mary Rose Otis and Joyce Marshel Amy Ross Charles and Lynne Mason Donald and Trula Ross Donald and Terri Matchett Morton and Connie Roth Maxon Foundation Charles and Sarah Sanders Donald L. Mays Frances P. Sargent James and Brenda McCallum William and Barbara Sasse John and Irene McCarron Stanton and Mildred Schad Jane McCreery Patricia Schaefer Jane McDowell Scherrer Construction, Inc. James and Sondra McElhinney Neil and Jane Schmottlach Mary McGhee Tom and Kay Schnuck Richard and Joan McKee Kenneth and Mary Schuck Ralph and Dorothy Meece Martin D. Schwartz Meeks Mortuary, Inc. Robert and Julie Scott Harry R. Meier Andrew and Sharon Seager Susan Mench Edgar and Lois Seward Meridian Services Corp. “I’m a payback kind of person,” says Dub Fike. “If someone does Sara E. Shade Malcolm and Ann Metzler Phyllis C. Shafer Marianne R. Michael something good for me, I want to do something good in return.” After Kerry and Donna Shaw Hank and Terri Milius moving to Indianapolis in 2004 to be closer to family members, Dub and Beth N. Shepherd Nancy H. Millard his wife Nancy wanted to say “thanks” to the community that had been Edwin and Vicki Shipley John R. Miller Harry and Patricia Shrieve Keith and Elaine Miller their home for 38 years. “We loved living in Muncie,” he says. “It was a Carolyn Shroyer Norman and Hermie Miller great place to raise a family.” Then he adds with a laugh: “Our kids got William O. Shroyer Quentin L. Miller Sandra Sigo William V. Miller and a quality education from kindergarten through college and still could Herbert and Barbara Silverburg Annemarie Voss bring their laundry home on weekends!” To show their gratitude, the Marilyn B. Simmons J. Paul and Lisbeth Mitchell W. Alan and Julie Simmons Ralph E. Mitchell Fikes have established several funds at the Foundation and this year W. Alan Simmons CPA Jon and Barbara Moll purchased a series of advertisements in The StarPress as a way of linking Danny and Anne Simpson Rebecca S. Monroe the Foundation’s name with a positive thought or quotation for each George and Mary Sissel Margaret Montano Donald and Margaret Slauter E. Bruce Moore day. Pleased with the response, they plan a similar promotional Charles and Cindy Slavin Stephen and Shawn Moore campaign in 2010 on radio station WLBC. Rick and Denise Smallwood Edward and Dolores Moran Jeffery and Dixie Smith Michael and Catherine Moran Jewell and Patsy Smith Gareth and Pamela Morgan John and Jeanne Smith Daryl and Linda Morrical Julia A. Oliver Pfizer Foundation Matching Michael and Debra Rechin Kevin and Jennifer Smith Thomas and Kathryn Morrison Lois M. Oliver Gifts Program Bruce A. Rector Leslie C. Smith Motivate Our Minds, Inc. Ontario Corp. Foundation, Inc. Dilynn Phelps Samuel and Joan Reed Steven and Barbara Smith Paula Moulton Joseph and Sherry Orcutt Patricia A. Phelps-Toler Thelma M. Reed Van and Margaret Smith Muncie Community Schools William O'Rourke Luke and Dianne Philippsen Fred E. Reese Julie A. Smythe Muncie Public Library Annette Oxindine David and Tamara Phillips Chris and Cherlynn Renner Joseph and Valerie Snyder Muncie Rotary Club Jose and Terri Panszi Marilyn D. Phillips Harry and Maxine Reynolds Randy and Cindy Sollars Todd and Jane Murray Don and Claire Park Kathleen Pickering Mike and Julie Reynolds SONS OF AMVETS Post 12 Robert Myers Jeffrey R. Patterson Karen Pilkington Matthew and Lyn Rhoades David and Sandy Spade Beverly Nash Karen Patton George and Doreen Pinter Jane Richard Spanish Lakes Park Association James and Linda Needham Jack and Thelma Peckinpaugh Kenneth and Kristi Pittsenbarger M. David and Polly Richman of Nokomis Inc. Harold and Joan Nelson Peckinpaugh & Beasley, Inc. E. John Pole Nancy Riegle Gregory and Sally Sparlin Donald and Pamela Nicholas Lisa A. Pellerin Paul and Julie Powers Joetta L. Riggin Cynthia J. Spears Peter W. Nichols Robert and Carolyn Perry Craig and Anna Priebe Sherry Riggin Terry Spencer Robert and Claudia Nicholson Ronald M. Peters James and Elisabeth Pyle Joan Ringoen Stephen and Charissa Springman June M. Nolan Victoria L. Peterson Marjorie Quick-Kolderie Steven and Jill Ritchie Gordon and Susan Stagge John and Margo Oesterle William and Jane Peterson Bonita J. Ramirez Thelma M. Ritchie Kelly and Donna Stanley Oren and Mary Ann Olinger Kay Rankin Sara M. Rivers John and Carolyn Starnes Do Do Ja ck Dav K Be Mel No Terry u aren Lo n Ga Dav Jo gl atri Ro id an Wad l is i W an d e in as Har rl hn Ro No b id W Dar a ce an d d Jo We D. an l Jam ert nd an Tre a s Sara ett an ry al Su M. e a rm Ga J hn d We Tow d Hel ea W Wa rel nd d ke Jo ng an an asurer Jerr and An d a Ver R e Larr es Ch an K il e B n Ka t an Ro osal hn h l r Caro hla R J Wh er Marl en d eit d Ed bb lk . Ma A nse Dav a ose n a W Th . no y L. er and Ro Lead d an nd b er y Ru H . 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Cl dy W rk m ma Colv n W E W ou kt Le b n and 09 Ca sa ny C Bol t u K. town a ve Ba Ad m E ky Be in S . ie h town E Bra aird town rd rk Bra ra o ing e Z o Ma olfe nd al are u . a . J . Sa a Bi M n an e W a n n gro re imme . ry wn E s rmic hlm a nd lff Bo Z Ca rry H. W nd Z d rt es ams s ri a d in r ck A an . Bra in W Ada on e s e a nd ing imme wit h a P Mem dw d ti d nd on te y ri Ka ay a a se Ada ryl of . igle inga s nd t a ok ve s on B el l Ch L Ma tio n d e Na J Kiw y inc Yo az me ra Hig ha dbu r ur udith ions al Amo o re at ay n d S nn ms Ra e f Br r Cha Big g P Ma Fl Ma rs amb J r z rie es man n ar ncy ms un n A a e rie Wor el Wri il l te co a Lo re la a rman P u uce an an h . D lph t My l E l a Mu ho W a H t nd d i or c E J r T g Pi n P Clu on al rj Zeabart la s J h up ri ama W S r. jo r J t B an Ro o is er le une arol e: h Mi ght W a Zirkle Le os ri o Pi ch table cka Ro ils then ine ra er no ne J E. n Re t s o Luc Re r ingate a ci rie G ohn Club le E ri l ie e o i b il be o J et a on tr ib k ch C nor s el ool ry J a d a dn Ru ohn d La ci Pa f e e N Adam s d ohn e re s i Ma ed rt Pe nd H ls arol ng t Mob l Me Pa ams E t ne N Zeigl C y r Ba d a J a J Lum pk Os or J P e so an d V r Ol . sp t t d oa D ey el t on ane u T el om anc r K at and Mc te cki h E K lme N erda Ra M. r S G. y ru ma onal rb J en tio nch on n ebor H S are Richa th e ive mma il y e . Z uan n t B. t . rs C Mi Eil ( H Lang yn . Fre e n H on merc J s cia np au g Ron ) owa a zo r er ar Moo re ey D D M y Cl L er har Mi J t on Pa ven M n H a J r M cha r J Kuhnh e unt e yne Lo ack n M Loi A G. l ack avi C ow ohn a D Dr ys d Ma urr Hu ughes in K din ayt r it C l er to cCre R t i . C l y her H ar Ri avi t n rd t I a uhns to l Gu H l rd e o er ce s ummo n ch es Lucas d z Lam r er e l tt el Rober P ays Medl a ffm a a cha y on L. y r be e Le M it C . l M. n h d t y ( l Ma e W. ri l i e Gre chc J Gibs D. ha s Good J . er W W L . ce Fr a onar d l ane r t - Fre W l F P b t af . Ogle rd ck) i Gre Eve y Fa n . ynn A a ost r Ro he l n Gre Eve er L. Be Rau . ock ti Fi gor Ma Ho s t ze Dou Ro ngi e J Fre Kr on Co Eva ye on J n E ame s d Grove J Mc man os be Luca E Engl e r g n e H ps her e ack J ve P har rha be lt us li Ga r y er rg l Go D or Ki a Ll d er l ur Ru i W a Gr Dor eph nw zabe D r ns gl N l nd Na D J ec ul t oyd r yn e C aret r y ge W D oyce s W ber Ro onal t l y t r ta at e as odal D avi s M. s ady il W J nga t n t ine har ihe i W avi a D E ohn s ry s Ma V s il or en r W e Mar al E as el S s l be ve We ey G J th . son R. t t an H y s . T G hir T . l Wa l d L ie H i r l W eb l d D li e ger ed ow i A s H T l i W l e G W ame W A rg a . r J e L. yn e P am J el orge ne ur Wa M t er avi S hl s D R . Fa k ms le . N a W La . H hit orgi e . e st e uer ur hi lk G. en . V nd K and ebor l T n T S off r age at a r Te y ar L. ulk er ry hit ole Sha r ia y S d ol he E se er gner ei rv te e r s " i A t ta ague a ly r S ms B. it an H er K Ja D. S t Smi V in W Ric nd mar J e . Ri pl ner h ula r e C nle at . appa He ar ah i y se S ck" r n . Ri ve Shro er C. Sa gi Sha Sl hro ye te hards Te gr S t l nke O le t y Sha h avi r E ni S hr ch r li ague s av Rei n . te f Sp s M a f i ie Me y bu Re e i e n e Ta e wa f er T l r ch ve e r er on d M S homas r ar yl mber y cha s r l e or t e s U I N f e s r in Ri s Ba T J gro pe Lo u clu N ame Lo ni ho cha D J Y D D 20 rba ame or al ci an i d ono ups nor m e a F rd El e s t r 09 l a a : le E an s e and O p and . l rs B Bro n frie A of eo Ba an as U a mos Ho Bo t a nd ind p Tha se yle s d N ls n Doro ha m le ds o t Ca ki n AD J s t ivd oy ce n so us n , o t re thy Br hy r e O I T ua h ar l d ade Matt a ono Marj i V A D Be A tive Bur ls C t i W Mary iu le ou h o C r Bru ce . hr Kel ck mas t Joh n e l Phyl xan d ha e T red N Paul l Fred kha hew or a gl s ir l is Ri m Kay t hos John ett D nd l Jack t r a a y Ro W i cha g i l a e G J n o es n s s li Jack MO a rdt ift ane and vi Kenne er C a , s S h e f Jude a a e d Z Su nal W E. Ra Mal Fam Mo R d nd to D K ret nd i ei rd Tamm y a an C s P Mu te W Ray Beth a . rri h el Edw a e Ms R ru M n gl . Eri to rh nd d Suzanne Ve Ro Su a l D it d h em a Ri es r Je sey k Sha e co Merl W C C e Than er nd il is C . r Kr e o n M an Suzanne on i c Erma s M y C an cha t y a n st a B n rsa L ni l ann P J St Stephe T f d i c he e l h ar El a n N n and i La m t o f J at i neg l e i ie ont E. Mary hel n d i c s ch i au f l n h an ef Gr rd c ou s d a af d Sh l i e a John and er sel e d t L za er r M app k oc a y n rd mi and Su and nc e nc c f M e The au ael P l f S di & e d ri r m g G an l ey yo e ar e S Sta L i beth ec D ame hi San h tc b l & Sm g an a e y ehn sa a . ru Kad T ap d a rec Gil A er o v ut a u B ener d n J ted so y r n h Gr D i i Gr Co S i V o ni n l A nl n u ev c Gr Pe l es ni d e en ag o i i Zi e D Ma u d o L iat l el i th n d la nn y i el e n en l c C ey R N es i . o at o A mm n rs J r e rkl cki e t r n a ki g r ous a ane a a er L o r e es s g , Ed v ay rl t M sh . M i g a u t ado r ws a n l es y i p M y K e y e es D m Gad er n w a tc nu l o uni l ev war o am f Gr or eas el M pau eVo A do or etz ent o on rg he H fo y er l m n re y i t o re a u n l an you di y r n d ler r ion l ves gh or g e e t F ac s s g he r h oun s. ift r e y C e su s If our o rec p d ver o w ppo t at u o e eivd 20 si io n u hav r g r n t t 09 ht . y t , e ru . f ro c In ly m . 1 7 www.cfmdin.org Grosh sisters recruit students for river cleanup Participating in the White River cleanup has become an annual activity for Cassie and Madi Grosh, and this year the sisters led a successful effort to enlist other students in the project. A $1,200 Foundation grant to Muncie-Delaware Clean and Beautiful supported the girls’ campaign to generate youthful recruits for the September event. The results were outstanding. Dozens of students were among the 480 volunteers who turned out to comb 17 miles of shoreline and remove some 16,000 pounds of man- made debris from the river. Trash included chairs, tires, bricks and bicycles. “We wanted to help out and get our friends involved,” says Cassie, 14. “We promoted it on Facebook, made flyers, hung posters around Ball State and talked with the kids in our church youth group.” She determined the response to the campaign not by counting heads, but by tallying T- shirts. “We made 200 shirts,” she says, “and we gave out 180 to the volunteers.” The sisters, both students at Northside Middle School, received unexpected recognition for their work. The Robert Cooper Audubon Society named them as joint winners of the Charles Wise Youth Conservation Award, which includes a $300 scholarship for each girl. “We’re going to go to an Audubon ecology camp in Wisconsin,” reports Cassie. “Any money that’s left over will be donated to a charity that helps the t r environment.” o p e R l a u n n A Hometown Advantage 9 0 0 2

18 e d a m e h T h s o r G e h t e t i h W , s r e t s i s r e v i R g n o l a p u n a e l c h t i w r i e h t t r o f f e , s t n e r a p n a l a u n n a n o n n a G y l i m a f d n a .g n i t u o ye c a t , S ev a h T EH M D C H D rs r. D o J i . F F O o ck i w T ck R l r i V h o J i ed o D ar u m M n re H an v n M l an r. d i B ia B er an & n i & A. D er d co ary an M ett n J D ce and d be G o r. d Ka n S J n o R Mi Mey h r d Li M oan h ar e a y m R N U ar n ic M “Fl rt e Ga b nson M the aron z o t Mr al R M rs Ja n h l E p c d W e e hei r. mu H. b Ma . s. e rm R ar o” d og . m rr er r l r. n r e M W. Mc Doudt ri t an s a abak o a J M f min V d T I rt Je * G. . u m Ham ne * ef an l E Es V. b o a J n a rs r. d a K D L i Je d i A n d ar n d Mr A and rg ert an m A Ke Cooper F A r o api k nin Te u T e L Mc hal d tat R i av an d it Burt m n and Te it th ity reund n ff Y L Mrs ga n He z n in i h u in Ph and d o . n d i an o s in Sco J m Mrs o io u i i tt R. o rr R a d s n* e Hil l ohns d l V n an e ia g Mr n itio M ton r . n g n Dorothy g n an nd o l clu F l in i Ch y et a ym g e d i er o l ym Mrs n . Da a ym Donna d cke Bl l ym Le y c a an b F t . Ba . d K t n i n a . Jac n . Loui p T B z d O t A clud er Bu ne Bar ou a F. a h el n Mr T E Me in & ous d R. n Est M o Sm vi a Es ous sio d he on Es M ous de l g omm k M B rl ous S d st r . t o l n b I U Bal k d * y e J m i sab es ar Mr rs Judy Ha . Est t a Gary ta . A l o Dona at d oan . n sa C at w Ch Fo l l a i a Buckl an e an a t S n Te c . Ca b D N a m . Te an f te Co t in h J d l nd h e L V. S n e s. Bur m at B s h y e i Te W el e i c o Be eo E e m Mr y rh a d ue d u th d c v a in . Fa J b th d g sta e ry e rl e Ba l W D & i o Anderson W Soc rh on e i W tio s M n M l Do un M R e mm Sa n r ng W er khar & es d . h Ju a Beav m ar l es r A Conner J be a inv o Cl M dat u a th hl i . te Ar e He cC v a n a Wa To rs l Be n n i e M J l bl i i n l nn a sh n O I T t i Bar l ri ck n W. i l n i E. e e m d au . l a y th dra e . an rib yt iet te Mr d i th e e w l l i e l an a a dt ’ S l m y el n e itat J u l s a l Mr a Su F S m io ip k B m a r o n an P di hi n ur n t g C d u R nn rs y So . l k nit e l r l h hn y a S u Leg e Ro et St a A nd ot a u n rs S . i an . n r em I E A R n a t d y n . n in D. N tio mi ce a a R n io W m s l t n a o os B ne hh c ng l M be d y be Wa n ta T W d oth i n p d c . s iety t he i l n a em e acy em k a o M t l e S b r u son te n M Fo a e . rt S l o ry B n m h er nd i y s u rr l rre a S ha h er blic l s ets i f o d rs m n rsa P r e m m a i a a T t u , s r o e b Mu w ri . Jo E rus fe a l a on o P s. a l i y So n an So rt s t e V. J r a ers P M h r o s ta P atio il P t e d sp Es ru e t V No ec n E ec M r or ciet M te p d ciet at os n s tat i b E H. s h k t ec i k ar ri o l a sta i c s i per i l en ion i n np n e s o te n e min M ial e: r y e e re y s p T te a r an ef d a o M u gr & and s of u en ug l a st l o evn g d . it imu ot ew h fer n h par M e D es t s h rs a s a m can e t . l t t n r w a h s s, ew ole o e is g v f if Le jo re a er year t t ga in h in al is eir c y C b requ S o w o y e c u i s it et t n h y a ire t m t y t e emb , h d e c In er . 1 9 www.cfmdin.org 20 2009 Annual Report . s t n a p u c c o n e h W g n i p p e t S g n i t s i s s A e n o t S n h o J s e m o h l l o h c S e r a t a ( , t n a c a v ) t f e l e r a s r e e t n u l o v h p l a R , e g d i r d l E h c t i p n i e r i a l C o t e r a p e r p k r a P d n a e h t s e i t r e p o r p s e r o l e D eg d i r d l E r o f r i e h t . Ho tx e n m eto wn A dv an tage THE COMMUNITY FOUNDATION of Muncie & Delaware County, Inc.

Helping families move ahead one step at a time Ways to give Gifts to The Community Foundation can take a variety of “We think a lot of folks can avoid homelessness if they just have time forms. Because certain charitable options may help to catch their breath and save a little money,” says John Scholl, increase a donor’s retirement income and reduce tax president of Project Stepping Stone’s Board of Directors. Begun as an obligations, we suggest that potential donors consult their financial advisors about the size, type and timing of outreach project of two churches 20 years ago, Project Stepping Stone contributions. For general guidelines on making informed (PSS) is a nonprofit agency that offers transitional housing to low- decisions, visit our website at www.cfmdin.org . The range income families. A Foundation grant for $5,000 is helping meet the of giving opportunities includes: expenses of the three houses that the volunteer organization oversees. Cash. By check or credit card, these gifts are eligible for “We’ve had full occupancy this year because of the economy,” charitable deductions in the year the donor makes them. says Scholl. “Many of these people don’t qualify for other kinds of Securities. A donor avoids capital gains tax while assistance because they have jobs, but the jobs don’t pay enough to securing an income tax deduction for the current fair- cover rent. They need a stepping stone to get them out of the market value of the gift. situation they’re in.” Testamentary gift. This is a specific bequest in a Resident families receive much more than a respite from their donor’s will or testamentary trust that is exempt from estate tax. financial difficulties. A house manager keeps in close contact, making them aware of community resources and offering guidance Life insurance policy. By naming the Foundation as owner and beneficiary of an existing or new policy, the in setting and reaching goals. After a family has occupied a PSS donor receives an immediate tax deduction, which home for six weeks, an adult member of the family attends a PSS usually approximates the cash surrender value of the board meeting to discuss progress toward self-sufficiency. “We’re policy. All premium payments that the donor makes not licensed social workers, but we can be mentors,” explains thereafter are deductible as a charitable contribution. Scholl. When a family moves out, a volunteer crew moves in to Charitable remainder trust. The donor or someone clean, paint and prepare for the next occupants. “We especially like the donor selects receives an income for life by to help families with children because many support groups aren’t transferring assets to the trust and taking an immediate tax deduction. When the trust expires, the remainder equipped to accommodate kids. Each of our houses has three creates a permanent fund in the donor’s name. bedrooms, all furnished, so we have the space.” Charitable gift annuity. A donor makes a substantial Success for most families comes one small step at a time. gift to charity and retains the right to a lifetime income. “We’ve had several couples recently who have lost their homes Upon maturity, the unused portion of the annuity because they couldn’t make their mortgage payments,” says Scholl. supports a charitable cause that the donor has PSS provided a place to rest and find support so the families could designated. work toward a more stable future. “We weren’t able to stop the Charitable lead trust. This option allows a donor to g

make a significant charitable gift through his or her r foreclosures but we were able to place the families in rental o . n

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Burris Crevi ston Hurley Delaware Yout h Zach Michel Olie Jon Janice J Alice Carolyn Dr. Grace Don ald Southside Kathlen Arthur Mor ris KAK ATU Histo rical Jean ne Michael The Sarah Robert 1924 Econ omic Day Com mun ity m Fund* Scholarship Scholarship Scho larship al so c o are d a al im p oo Scho larship i aw n m nt la so pi ent ed ft A. t c ds ilam W rsh er Hunter Cor . ap da ll End owm ent me o Star t i a u Mae s rew he and Grenwalt a Miriam “I ’ Community sc h rde Clas E. ca ti o t K. as Paige ct co el o ab Yout h C. and ha t P. i s and po Le m p A. nhart Bar Brodhead fol Adam s Sc ho Cent er – o n Marin g Reso urces ard tha t ll eg e, Bel Rozel-Camplin o d le E. Presr vation and Scholarship Community qu Hammond ra Devlop ment Fund Clas f e la r wo David Lucas en ab low n and Memorial Josephine gra Patt on of Jo hn tion o a E. 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Trea a is if s ject Fund in C a r i n t c in s Ove d r o ds pl e: a u th ib Fu su c u t s als i l o ute n e ud yr t a n n r o t Fund r d e y in e and t e: , * a d h im r c In el th ly e p e . 2 3 www.cfmdin.org Health center to boost downtown revitalization

With support from a $50,000 Foundation grant, Open Door Health Services has begun work to move three

of its four Muncie locations to one central site at 333 S. Madison Street. The building, scheduled for

completion in February 2011, not only will help streamline the health center’s operations but also will

boost efforts to revitalize the downtown district.

“We want this to be a pleasant place for people to come,” says

Toni Estep, chief executive officer of Open Door Health Services. “We

hope it will be one of those gateways to the downtown area that

cause people to see Muncie in a new light.” To accomplish this goal,

the property will have more landscaping than a city ordinance requires

and will include environmentally friendly features such as a

geothermal heating and cooling system and a green roof. “We want to

be a showcase for the area,” says Estep. “We’d like people to drive by our building, become aware of

what we’ve done, and catch a glimpse of the direction that Muncie is taking.”

Three new doctors will join the center’s staff in 2010, and Estep anticipates expanding the medical

team after healthcare reform is fully enacted. The additional staff and space—the new location has 25,000

more square feet than the previous facilities—will enable the center to reach out to the growing number

of uninsured and underinsured residents. Care will be efficient and comprehensive since health and dental

services will be available under one roof. Only the family planning clinic will remain at a separate location.

“We believe we will have the capacity to serve about 34,000 patients annually,” says Estep. This is

a sizable increase over this year’s estimated patient load of 18,000. Since its formation in 1974 as a t r

o grassroots agency with limited hours, the clinic has provided more than a quarter million healthcare visits p e R l

a to the needy. u n n A 9

0 Hometown Advantage 0 2

24 re c i f , f o Ti n o , p e t s E k c e h c f e i h c s n a l p e v i t u c e x e T EH r o f e h t C O re c i f , f o w e n M M n w o t n w o d N U d n a T I e l a D Y F h t l a e h , n o i r a M O U D N yt i l i .c a f f e i h c A O I T sn o i t a r e p o N o f Mu n i c e & e D l w a re a C o u n t y , c In . 2 5 www.cfmdin.org Hamilton Fund to benefit six hometown agencies

As his long-time friend and financial advisor, Catharine Stewart used questions to gently nudge Herbert Hamilton toward creating an estate plan. “What are your interests?” she would ask him. “Which charities do you want to support?” “Have you considered a charitable trust?” The last question caught his attention. Hamilton, a generous man who had never married, had diverse interests that ranged from the Smithsonian Institution in Washington, D.C., to Meals on Wheels in Muncie. Stewart explained that a charitable remainder unitrust (CRUT) would give him the flexibility to provide for his caregiver and, after her death, would divide his estate among the nonprofit agencies of his choice. The Community Foundation would manage his fund locally and make annual distributions according to his wishes. “This allowed him to put the bulk of his estate in one place,” says Stewart. “He knew that charities come and go, but The Community Foundation would be here forever. As it happened, when the Hamilton Fund was activated, one of his chosen charities was no longer based in Delaware County. Another organization took its place because Dr. Hamilton had selected an alternate.” Agencies that will permanently benefit from the Hamilton Fund are: Meals on Wheels of Muncie, Salvation Army of Delaware County, Muncie Mission, Delaware County 4-H Clubs, Hoosier Heartland Chapter of American Red Cross, and Muncie Children’s Museum. “This is a perfect example of how a trust works and how it can accomplish all the goals that an individual has in mind,” says Stewart. t r o p e R l a u n n

A Hometown Advantage 9 0 0 2

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rep resnt s 7 o f dist ribu tion of Mu $ $ $ $ $ $ $ $ th e n 38,673 39,127 15,428 15,603 34,215 39,127 16,284 CAPE 4,19 4,91 2,32 i c 2 Fou ndat ion th e 0 e 240, 133, 222, 458, 175, 0 32 36 10 37 & 1,327 2,651 2,290 7,415 9 to tal Funds) fr om ,580 ,116 ,350 ,237 ,861 ,589 ,491 , ,5 ,8 ,340 658 593 316 77 962 325 816 e D 71 61 2 l w a al re a $ $ $ $ $ $ $ $ C 3 3 1 1 2 3 1 o 0 0 3 4 2 2 6 0 3 u 208 ,18 ,58 ,53 ,18 ,39 ,3 ,3 ,5 ,06 n 2 2 3 93 4 6 1 1 6 1 4 8 9 9 8 t y 5,0 4, 4, 0 6, 1, 0 1 3 1, 5 9 8, 0 5, 6, 6 8 3 7, 4, , , , , , , , , , , , c In 20 73 4 63 32 2 1 8 17 7 1 56 9 56 33 3 2 8 10 82 9 6 3 1 2 4 3 4 3 5 2 8 6 6 9 9 7 2 3 0 8 0 9 2 5 4 3 3 2 1 6 0 . 2 7 www.cfmdin.org 28 2009 Annual Report Net Net C Markets Emerg ing In F F Hedge Equity Pr c S R For o C The n i F E ixed u xpenses hange evenue, come ivate nd Investmen Net Other Investmen M Net Admin Contribu Program h n l a i c n a the l u d e c a ase ase l o s To T Net omple 15.6 na ot u ga 4.0% tal nr al ye 22. ge d e t a d i 2.2 in i in istrative as ts ts eali n e ar rev % exp m come gai 6% sets tio te s (lo ne f o at at % fo n I e ervices zed en t t e nt nde en ns au expen inco s ns, t end begi t e s s A u relas ) a ase e, s g dited t n e m e t a t S nd m r on es . . d fe ain and me ga . . December of nning . . . se g sale ts in no i t a (lo . . . . revnue ed en d n a financial s, . . . . . ye other ss) ...... eral an from ...... ar of on ...... of d e l y t S ...... expen s ot ...... secur sup ecu y restricti 31, ...... her f o ear st ...... riti a po c A se it s o l l A ...... 209, tem up ies ...... es rt t i v i t ...... ons po r ...... e t a c ...... nt t ...... wit s se i ...... i are ...... no h ...... sum avai ...... ed mariz l ...... able on $ $ $ $ $ $ $ Equi Equi our Int mat ion infor Un Equ Es 15 12 Publ 3,207, 1,981, 4, 1,339, 3, 5, L t nat er Sm ate ty ty arg , , res (21 we ity 6 3 4 241, 4 5 539, 9 189, 0 9 76, 29, 45, 41, 01, 65, 47, al 1 3 tr ic bs e 3, 6, 5,803) 0.8% 8.2% 4. 2. l ional i Real Cap Cap cted 816 333 483 556 669 676 138 240 338 162 823 064 729 799 039 it 3% 3 % e at for ww w fm .c t he $ $ $ $ it Co Th ran edu in des in $ s year ves cl Tem u i ig e ge c nv u nt ati C n 2 1,39 2,33 1, 1, t di R m din.o ( (947 ,327, o , es y o 202,91 937, 93 39 44 16 es en po ng f on as m ent t us tr tr men d 0,313 8, 3,429 0,313 4,042 3,185 0,368 set rar m es i i adi f ed ,799) rg ct nv or 415 102 112 m u il Fu al ed n t December an es ti 2) b y i co l ty on oc oar tm n ag ns d ati Fo al en er d u E o l u v in $ $ $ $ t $ m t m n al nd an p s em , Per on o t uat 16,284 13,064 i m t at 31, li tu . 3,21 3,21 3,21 3, b it cy Rest ang m io FE io er t 21 or io n anen d 208 n s i G nal 9,519 9,519 9,519 9,519 ev el r ng an o Gro i er ,340 ,821 f c pr , t d Mu t ed o s c p ly o earch on pm u s lan v t p, af id n s ul en ci f es L . m e t L t an i a , $ $ $ $ on $ $ $ & n C p g co d o it (F D 34, 26, s t r selec mple t o er 1, 1, 7, 5, 3,781, elaw ar r EG) 9,798,8 9,7 folio vi i (4 215,57 398,25 981,55 565,82 339,06 888, 817,3 473,1 ng 76,6 33,71 41,33 c t 18,715 98,871 io es 209 e To an as n 323 049 e , tal 69 15 58 d 71 1 6 6 3 4 8 8 ) $ $ $ $ $ $ $ (1 2 3 (9, (7, (7 6 6 1 1 1 0,5 ,3 ,1 ,97 , ,32 ,7 8 57 7 1 70 72 9 0 8 8 4 6 6 8 29 8, 1, 1 3, 7 0, 6 0 2 2, 3,0 9, 7 208 To , , , , , ,1 ,14 25 32 8 91 9 4 00 9 0 6 06 14 4 4 4 8 1 6 tal 6 9 6 2 6 9 4 8 9 1 7 2 4 6 7) 9 7 ) ) ) THE COMMUNITY FOUNDATION of Muncie & Delaware County, Inc. Board of Directors

Ronald K. Fauquher Steven M. Smith Jon H. Moll Officer: Board Chair Officer: Vice Chair Officer: Secretary Financial Services Representative At-Large Representative Professional Representative Sr. Vice President, CEO, Attorney/Partner, Ontario Systems, LLC Mid-West Metal Products Co., Inc. DeFur Voran, LLP

Gordon D. Cox Marilyn E. Cleary Mark A. Ervin Officer: Treasurer Arts, Culture & Recreation At-Large Representative At-Large Representative Representative Managing Partner, President, Community Volunteer Beasley Gilkison Meeks Mortuary g r o . n

Suzanne Gresham Michael O. Lunsford Thomas A. Morrison i d m

Health & Human Services Representative Business Representative Education Representative f c .

Retired President/CEO, CEO, Associate Vice President, w w

Comprehensive Mental Health Services, Inc. Coldwell Banker Lunsford Indiana University w (now Meridian Services Corp.) 29 30 2009 Annual Report C C Tho Te C Jo M C Da M Ja Tho Di th Acc ount wi i an Th F Th I R v o G En re mon Comi sha op Di R Tho pe and S Jo Go C C Je e v n nd n i om te on on comend har har har har har ff ck e manc e.for r hn n e ichae ark t r r r ga e e ve vid l ra h rd n a ep end ec tor ector fi l u R H. y n r e it ald ald m m m in Fina In e m t s L. m gemen n als U.S . al les les le s les les tion n on D. . ors ec L Er di as as vest as vest W. L it M tt . l o Mo audi t De in n a s. s K. K. ngs V. V. E. N N ang vin D Walk ee, ent B. L s J. A. J. C t s re . g h men e ve er t n me Gene itl of . . ce Hee ter m m o e c m . Smit t s Su Su e gardi ng Fau Fau Sa ll Kinghorn Kingh orn, es Princ H H Gall to se Moriso n, Co po L au al the are e Comit tee nt C er pr ep nders, cu m o C rsa rsa etric k etrick ette r t er & i m m o the as licie qu qu di tor oc ral x man Comit tee ring h e t t i iher Fou ip l Advisors th atio her, her are d , B m y s e the re es oard agers’ to e ndati on. Acc ep Jr. in the e t t i A ee t t n , view ing Chair udit and th by Ch finaci al of Chai r acc e e o asset s an air te d f Board ord ance re por It th e t of Te r K Th a l o h c S Cathy P J Jon Mi Th n a r G R. a J Mar Mari Ter S Bo F sch ma ev sch r o B un ud eco f s teve ou atri arb ei al D a a o o e e P chae k th e mme n r ua la la H. Fi in y y r ire au y Sch G d ci da ly ev i n P. t rs rs Whi Whi sher L tio ra g Do u o a ctor l n P P. i h s r hi hi M tio f P l Mol . o ew r Gari yc i l o n Sc n A eco n Di E. la ay O. Dol p p S t . ds n . s s te haef t t rs o P d a S ne bo . p Jon r mme fo ad Cl f l p hi o mi re war Lu t ecto B B l gr m o C li p r ar son i cip mi p ear son C ai ai li cy e a the es th, n d ee t t i m m o cati r rs t Co n le l nd sf n i , e Co y f t . en y y or is ord ee t t i m C man Ch mmi r a o tered equ ts mm i hair tion ns i ni air to y es an tte ti s the tt ee ts by al to d e prior r the the B e vseer vi oard e ws to s J K Ba P J P M Ma B Am C J Wi M K K Ba Schol E n ca Schol Th e L J B e oan ohn e i omi L Yo C W Bu S M S D D a a nd l e e e i i l arl nn an nd u e me t k p t. t. y l t rba rba ib i o l el al le es - ri l th u r gg y i l K owme wan r y e Li A. i kt L M i i er r G awar nc n ly r arshi arshi P evi a E h c S e M d fe t D l C. e D is aw s J a ati D a o ty ates ll y . n n G ar J. oh e ie r n a Corn vl wn Good c . el l Me Ki L ne - ou le Mi A. T Ki W J old D r a l o L r on C y Per J e C En ab on n nt ’ p. p e en a C t s c h it z d an om C eW s al d ck o n C s i Co hk er Sc J Commi l C om o on y t o e ce s m d e le Commun on t o l for t le m te r om m m o r- e d , y h s s s e ow me n on m ho m at r o , m y on e r n Sc Jr. m F i Co e d as e C mu n u or p i the o m u s m i eve s ho u sh , , n l hai e n m y u un n Sr C i m o C i it n tte o ty e lops ni it Sch ee t t L m hai it l r y . r t it y il e ty Sc i un y Co mm u Sc y ty ly Sc o re r Sc i m ho Sc h Sc h ho it vi h l h y o ol ee t t o ews o o o Sch ls s l ol s l l s n s s o i ty l s Te Am C C P Wi C J C J J T Ba C R M K Ma J J K Mi D Te i v d A E n I St r P C Su J Wi J D O u u ohn e ac oh n ac a dm . h e i ha at ha arl ha ha ff e av av l n d n e d i s e u tri p r r z rba i m e M i k k P c fan oma l l ve r th e an gg h y l bu R ha Fi i i rl rl rl rl y y au y A. i c L E. d d u r o s y E e P D D C. r . e e e e i s n W L. s L n D . a r e a . l s s s s H P W Su S he L C e Corn Goode s . . l . y De d Bu . Ki R G S . V. V. i r o E N ou s A. a T h ne Wa B. L L . D . J. Gr . St t r rsa c An n F. . . i ari Bu Ja h it it . z He ha t c m d ol g E Dav S S Sa e K ma er J om k H Ga t t e Ball l c r e m wa on ursa urs a t de le le a ke B sh li le e i , m k n so e n et re fer so r r n ai Jr. so te s lli de e rs as tr g am r b i ri n e s s le h n r su t i n o he c rs o y n , k rn , r Sr Jr. . The Community Foundation Staff

A $25,000 Foundation grant helped Second Harvest Food Bank of East Central Indiana qualify for a $400,000 matching grant from the Kresge Foundation this year. Second Harvest, which serves eight counties, successfully raised $3.9 million during its recent capital campaign. Stopping by to congratulate the Food Bank’s team are members of The Community Foundation staff. From left are: Eunice Whitlock, communications administrator; Jean Kramer Crosby, CFRM, development officer; Suzanne Kadinger, CPA, program officer; Roni Johnson, president; and Cheryl Decker, executive assistant.

Richard D. Hughes, Legal Counsel W. Alan Simmons, CPA, Financial Counsel

Hometown Advantage T HE C OMMUNITY F OUNDATION of Muncie & Delaware County, Inc. Where neighbors create legacies

P.O. Box 807 • Muncie, Indiana 47308 (765) 747-7181 • www.cfmdin.org • [email protected]

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