2017 Annual Report

2017 ANNUAL REPORT

UNION COUNTY FOUNDATION

Invest Today . Shape Tomorrow.

A MESSAGE FROM THE EXECUTIVE DIRECTOR

2017 - The Year in Review

2017 for the Union County Foundation will be remembered as an “Annus Mirabilles” ...translated wonderful year. A strong economy, a growing awareness of the Foundation, and Union County communities populated with caring and generous people all contributed to the year’s success.

We believe one of the most important measures of our success is how much are we distributing in grant dollars. In 2017 we distributed over $1,065,000 (including named Funds, fund raising costs). This represents the highest distribution level in our history. This amount includes over $156,000 in scholarship awards and raises our total scholarships awarded since 2005 to over $1,000,000. We believe we are making an important contribution to the quality of life in Union County.

Our total assets eclipsed the $10,000,000 milestone in 2017 and we increased the number of named funds housed at the Foundation to 100. These factors contributed to our achieving a long term goal of base sustainability.

Our three main community fund raising events; Marysville Charity Car Show, Covered Bridges Cycling Tour, and Foundation Celebration, continue to grow and prosper. We are so very grateful to all the local sponsors and event attendees. These events are among those that make Union County a vibrant and appealing place to live, work, and raise our families.

Any organization is only as good as the people that work there. Staff member, Sue Devine has completed fifteen years of exemplary service to the Foundation. Her accounting prowess, love for the community, and “people skills” have greatly contributed to the Foundation’s success. Thank you Sue!

Special thanks to the men and women that comprised our 2017 board of trustees: Chad Hoffman (Chr.), Mardy Hanlon-Stolte (Vice Chr.) David Allen (Sect./Treas.), Bruce Daniels, Eugene Mayer, Ryan Mickelson, Joseph Mitchell, Dr. Jennifer Morrison, Chris Schmenk, Alan Seymour, Dr. Victor Trianfo, Jim Vandre, Holly Underwood, Carol Young Ph.D., and Ron Zimmerly.

David Vollrath Executive Director

P.S. The Foundation’s IRS Form 990 is available for public review during scheduled office hours or can be viewed at http://dynamodata.fdncenter.org/990s/990search/esearch.php

OUR UCF OFFICERS

2017 FOUNDATION OFFICERS

Chad Hoffman - Chairman Mardy Hanlon-Stolte - Vice Chairman David Allen - Secretary/Treasurer David Vollrath - Executive Director Sue Devine - Director of Finance

2017 Foundation Trustees

David Allen Chris Schmenk Bruce Daniels Alan Seymour Mardy Hanlon-Stolte Victor Trianfo, D.O. Chad Hoffman Jim Vandre Eugene Mayer Holly Underwood Ryan Mickelson Carol Young, Ph.D. Joseph Mitchell Ron Zimmerly Jennifer Morrison, M.D

MISSION STATEMENT

To assist individuals and organizations with the accumula- tion, investment, and distribution of charitable dollars.

VISION STATEMENT

To enhance the quality of life for all the citizens of Union County by promoting and facilitating charitable giving in Un- ion County.

COMMUNITY FOUNDATIONS

Community foundations are grant making public charities that are dedicated to improving the lives of people in a defined local geographic area. They bring together the financial resources of individuals, families, and businesses to support effective nonprofits in their communities. Community foundations vary widely in asset size, ranging from less than $100,000 to more than $1.7 billion. Community foundations play a key role in identifying and solving community problems. In recent years they have given an estimated $4.3 billion annually to a variety of nonprofit activities. These activities include the arts and education, health and human services, the environment, and disaster relief. The Community Foundations National Standards Board confirms operational excellence in six key areas: mission, structure, and governance; resource development; stewardship and accountability; grantmaking and community leadership; donor relations; and communica- tions. Foundations that comply with these standards can display the official National Standards Seal. Nearly 500 community foundations have earned the seal. The Union County Foundation has earned this accreditation. More than 750 community foundations operate in urban and rural areas in every state in America. The community foundation model also has taken hold around the world. According to the Community Foundation Global Status Report there are approximately 1,700 community foundations in 51 countries. Forty-six percent exist out- side of the United States. 3 Questions To Consider

1. Are you planning to leave a charitable legacy through your estate plan?

2. Have you designated the community foundation or your favorite cause as beneficiary of retirement assets?

3. Have your retirement savings and investment growth ex- ceeded your expectations?

4. Do you take the standard deduction on your tax return and make annual gifts to your favorite charities?

5. Do you take minimum distributions from your IRA but have adequate alternative sources of income?

6. If you take greater distributions from your retirement plans, does doing so affect the amount of Social Security benefits that are taxed?

7. Is there a special cause that you care about?

8. Would you like to benefit your community with a permanent funding stream?

9. Do you want to know your charitable gift will make the greatest impact?

10. Did you know that the Union County Foundation will help you design and implement a charitable legacy plan?

4 1. Prepare a will. This is very easy to accomplish but alarmingly, it is estimated that over 50% of people in Central Ohio do not have a will. If you die without a will you have essentially lost control of what happens to the assets you have worked a lifetime to accumulate. Establishing a proper will through an attorney is easily accomplished and relatively inexpensive. There is no good reason to delay this process. Do it now!

2. Leave a gift in your will for the charitable organizations that make a difference in your life. Statistically very few wills (less than 3%) include a charitable gift provision. We all should include some gift provision to charity. A gift of any size can help make a difference and if everyone’s will included at least some charitable gift the impact would be significant.

3. Leave a % of assets or a specific dollar amount to your favorite charity. This is an easy way to make a charitable gift. Such a provision can be part of a new will or added to your existing will by simply contacting your attorney.

4. Consider using non-cash assets for your charitable gift. Many people never consider using assets such as real-estate, stocks, bonds, collectibles, life insurance, etc. to fund charitable gifts. Gifting these assets can yield substantial tax advantages.

5. Name your favorite charity as the beneficiary of your IRA or pension plan. Your plan likely would allow you to leave a % to your favorite charity.

6. & 7. Purchase a life insurance policy naming your favorite charity as beneficiary or name your favorite charity as beneficiary (partial or whole) of an existing policy. Significant tax savings can occur if a charity actually assumes ownership of the policy.

8. Honor deceased loved ones with memorial gifts to charities. This could be expanded to establishing a memorial donor advised fund through the Union County Foundation.

9. Encourage family members and friends to include charitable gifts in their estate plans. Maybe your gentle reminder will be the motivating factor.

10. Ask your financial advisor to include charitable giving as part of their “counsel” to other clients. Imagine the positive impact if every client were encouraged to include some form of charitable giving in their estate plan. 5 PICK A FUND TYPE THAT’S RIGHT FOR YOU

Donor Advised Funds. You can have ongoing involvement in the use of your gift. You work with our professional program staff, identifying ways to use dollars from the Donor Advised Fund you establish to address the issues and needs you care about most. Your recommendations are submitted to our local board for approval; we then distribute grant dollars.

Unrestricted Funds. Your gift can address ever-changing community needs — including future needs that often cannot be anticipated at the time your gift is made. We evaluate all aspects of community well-being — arts and culture, economic development, education, environment, health and human services, neighborhood revitalization, and more. The flexibility of your unrestricted gift enables your community foundation’s program experts to respond to the community’s most pressing needs, today and tomorrow.

Field of Interest Funds. You can target your gift to address needs in an important area of community life. Arts. Aging. At-risk youth. You identify your personal interest area when making your gift; our board awards grants to community organizations and programs that are making a difference in the area you select.

Scholarships. You can invest your gift in our community’s future and show students you care, all with the guidance and personal services of The Union County Foundation. You determine the criteria students must meet to receive the Scholarship you establish. With your assistance, students achieve their academic and career-oriented goals —from preschool to postgraduate work.

Designated Funds. You can direct your gift to a specific nonprofit organization or purpose. Help provide ongoing funding for a senior center, hospital, or virtually any nonprofit charitable organization. Nonprofit organizations can use a Designated Fund through the Union County Foundation to build their endowment and enhance their ability to accept large and complex gifts.

Supporting Organizations. You can use your gift to establish an excellent alternative to a private foundation — with only a fraction of the administrative responsibilities. You maintain personal involvement and support the causes and organizations you care about while enjoying the favorable tax treatment of a public charity. Leave investment management, startup costs, grant administration, and reporting to The Union County Foundation.

6 COMMUNITY FOUNDATIONS ARE A VERSATILE CHARITABLE “TOOL”

Unrestricted Funds Donor Advised Funds

Agency Funds

Charitable Trusts

Charitable Gift Scholarship Annuities Funds

Field of Interest Funds

7 CHARITABLE CHOICES - UCF FUNDS

 AMERICAN LEGION POST #79 LEGACY FUND  MOSAIC FUND  ANDREW DAUM MEMORIAL SOCCER SCHOL. FUND  NEXT GENERATION INITIATIVE ENDOWMENT FUND  BOB & EULA JEAN DAVIS SCHOLARSHIP FUND  PAT CONLON SCHOLARSHIP FUND  CARE TRAIN OF UNION COUNTY  PAT & TOM NUCKLES SCHOLARSHIP FUND  CHARLES ANDREW BAESMANN II MEMORIAL FUND  PATRICIA BIEHL HUMANITIES SCHOLARSHIP FUND  CHARLES W. GREEN SCHOLARSHIP FUND  COREY HOEHN MEMORIAL SCHOLARSHIP FUND  PATTY PEASE MEMORIAL SCHOLARSHIP FUND  DAN B. KYLE SCHOLARSHIP FUND  PAUL & BETTY DEVINE FUND  DAVE & ELIZABETH WARD SCHOLARSHIP FUND  PERRY FAMILY CHARITABLE FUNDS  EAGLES BENEVOLENCE FUND  POTTERSBURG BRIDGE PRESERVATION FUND  ELIJAH MEADOWS SCHOLARSHIP FUND  RICHWOOD AREA BUSINESS ASSOCIATION SCHOLARSHIP  ELIZAVETA FUND  RICHWOOD LAKE PARK TRAIL FUND  ELKS BENEVOLENT FUND  RITA RUBECK PARKER FUND  ENCORE! FUND  ROBERT & JOAN DEATON MEMORIAL SCHOLARSHIP FUND  FAIRBANKS EDUCATION FUND  FAMILIES MATTER UN. CO. JUVE. COURT FUND  ROBERT M. FOX SCHOLARSHIP FUND  FOSTERFRIENDS FUND  ROTARY CLUB OF UNION COUNTY  GEORGEANN VOLLRATH MEMORIAL FUND  ROY WALLACE B.I.F. MEMORIAL FUND  G.L. KINGSMORE HALL OF FAME SCHOLARSHIP  RYAN & KRISTIN K. LEE FAMILY CHARITABLE FUND  HILDRETH ENDOWMENT FUND  SARA MAE BURNSIDE SCHOLARSHIP FUND  HOUSTON HOUSE GALLERY 264 FUND  SCOTT & HOLLY UNDERWOOD FAMILY CULTURAL &  IMPACT 60 FUND EDUCATIONAL FUND  JAKE NICKLE GRIDIRON FUND  SILVER SCENE PLAYERS CHARITABLE FUND  JARRET WESTLAKE MEMORIAL FUND  STOLTE EXCELLENCE IN LEADERSHIP SCHOL.ARSHIP FUND  JASON K. MATHEWSON MEMORIAL SCHOL. FUND  SUMMER THEATER WORKSHOP SCHOLARSHIP FUND  JEFFREY “GRIFF” GRIFFITH SCHOLARSHIP FUND  SUSAN FINCH SIMPSON MEMORIAL SCHOL. FUND  JESS & JOSEPHINE MITCHELL FAMILY FOUNDATION  TED & KATHRYN MILLER MEMORIAL FUND  KATHRYN & JAMES COLEMAN SCHOLARSHIP FUND  THIERGARTNER FAMILY FUND  KECKLEY PARK DEVELOPMENT FUND  TIM BERG MEMORIAL FUND  KIWANIS SCHOLARSHIP FUNDS (CHAMBERLAIN/  UNION COUNTY COMMON PLEAS COURT DRUG FUND MILLS)  LAVERNE & JUANITA YODER CHARITABLE FUND  UNION COUNTY FAIR BOARD FUND  LEWIS FAMILY FUND  UNION COUNTY FOUNDATION ENDOWMENT FUND  LEE FAMILY FUND  UNION COUNTY FOUNDATION FOUNDERS FUND  LYA SNIDER VOCAL MUSIC SCHOLARSHIP FUND  UNION COUNTY FOUNDATION OPERATING FUND  DR. MALCOLM & BARBARA MACIVOR SCHOL.  UNION COUNTY FOUNDATION UNCOMMITTED GRANT FUND FUND  MARYSVILLE ART LEAGUE SCHOLARSHIP FUND  UNION COUNTY YMCA LEGACY FUND  MARYSVILLE HOUSING INC. FUND  UNITED WAY OF UNION COUNTY LASTING LEGACY FUND  MCCARTHY & COX CARES COMMUNITY FUND  McELHENY FAMILY FOUNDATION FUND  UNITED WAY OF UNION COUNTY RESERVE FUND  MHS ALUMNI SCHOLARSHIP FOUNDATION FUND  URE COOPERATIVE SCHOLARSHIP FUND  MEMORIAL HOSPITAL MEDICAL STAFF  VETERANS REMEMBRANCE FUND SCHOLARSHIP FUND  WALTER & DORIS HERD SCHOLARSHIP FUND  MHS AHTLETIC HALL OF FAME FUND  WILLIAM LOGAN KREBEHENNE MEMORIAL SCHOLARSHIP  MILFORD CENTER PARKS & RECREATION FUND  MINTIER VETERAN’S SCHOLARSHIP FUND  “FIELDS OF INTEREST” CATEGORIES  MOOSE LODGE CHARITY & SCHOLARSHIP FUNDS * Arts * Cultural * Churches * Education * Environmental * Healthcare * Recreation * Seniors * Youth 8 2017 FINANCIAL SNAPSHOT

Our investment portfolios are directed and managed by the Union County Foundation’s Investment Committee. Our primary long term strategy is one that uses a conservative asset allocation model consistent with category alloca- tions utilized by community foundations throughout the country as reported by the National Council on Foundations. Our investment strategy minimizes management fees by primarily using index funds for the equity portion of our portfolio. Our allocation model (umbrella portfolio) posted returns of 13.80% for 2017.

During calendar year 2017 the Foundation 2017 Grants By Type received $1,089,751 in charitable contribu- as of December 31, 2017 tions and awarded grants of $1,065,689*. Of that grant total, more than $156,000 Competitive Scholarships Grant Program was awarded as scholarships to graduating $156,515 $40,283 seniors of Union County high schools, and to special needs youth for summer camp. Thirty-two grants were awarded to local non-profits in 2017 totaling $40,283. These grants were awarded through our quarterly competitive grant process. Donor Advised * Includes individual Fund, fund raising expenses $892,393

The Foundation houses approximately 100 individual named Funds that fall into the five broad category types displayed by this pie chart. Each individual Fund, based on the benefactor’s directive is then invested in either our Asset Allocation Model, Short Term Portfolio, or a combination of the two.

2017 BOARD OF TRUSTEES

B.A., Juris Doctorate from The Ohio State University. Retired after 50 years of law David Allen practice with Allen, Yurasek, Merklin & Owens-Ruff and predecessors. Active for over 50 years in support of Memorial Health and Union County Foundation and their predecessors. Married to Lynne Bauman Allen. Parent of two children and two grandchildren.

Bruce Daniels Principal/Owner of Honda Marysville, Honda Motorsports, Toyota Direct, Perfor- mance Chrysler, Jeep, Dodge, Ram and Hinkley's Restaurant. Founder of Impact 60. Believes that all business owners & operators should be actively involved with youth and overall human growth development in their local community. Married to Shelby Daniels and the proud parent of 6 children and 1 grandchild. Mardy Hanlon-Stolte B.S. from The Ohio State University, M.Ed. from Ashland University. Retired from Olentangy Local Schools after 30 years in the classroom and advising student publica- tions. Individual member of the Union County Chamber of Commerce, and present chairperson of the Covered Bridge Bluegrass Festival and Historical Marker Commit- tee, past president of Marysville Business Association. Member of Friends of the Marysville Public Library Board. Mardy and her husband Steve Stolte reside in Marysville. Chad Hoffman President/CEO of The Richwood Banking Company and a Certified Public Ac- countant. Former chairman of Memorial Hospital Board of Directors. Has served as board member of the Richwood Business Association, Union County Chamber of Commerce and Junior Achievement. Has coached softball & baseball and re- sides in Richwood with his wife and three children. Eugene Mayer B.S. in Agriculture from The Ohio State University. Retired from The Scotts Com- pany after 38 years. Served as Marysville Police Auxiliary Officer concurrently while employed by The Scotts Company. Was appointed as Marysville Police Chief upon retirement from Scotts. Operates a family farm and engages in consult- ing for major league athletic fields. Eugene and his wife are the parents of two children and six grandchildren, and members of St. John’s Lutheran Church.

Ryan Mickelson A CERTIFIED FINANCIAL PLANNER™ with McCarthy & Cox. Previously worked as an Associate Financial Advisor at Ameriprise Financial. He was a National Merit Finalist and graduated from Ball State University with a B.S. in Business Ad- ministration. Ryan holds FINRA Series 7 and 66 registrations as well as Ohio life, health, and annuity licenses. He is an Accredited Investment Fiduciary®. Married to wife Kelly, and has two children.

Joseph Mitchell Financial Advisor and ltd. partner with Edward Jones. B.S. in Journalism and M.B.A. from Ohio University, and is an Accredited Asset Management Specialist. Past Chairman of the Union County Port Authority and past President of the Union County Chamber of Commerce Board. He is on the planned giving committees of Memorial Hospital of Union County and the Union County YMCA. Joseph is a cancer survivor, avid cyclist, and active member of his church. Joseph lives in Marysville with his wife of 34 years, Janet.

Jennifer Morrison, M.D. Doctor of Medicine degree from St. Louis University, Board-Certified Ophthalmologist from The Ohio State University specializing in the medical and surgical treatment of eye diseases. Six years’ service as Board Chairman and Vice Chair at the former Marysville Ohio Surgical Center (now Memorial Outpatient Surgical Center). Assistant clinical professor at The Ohio State University Department of Ophthalmology. Volunteer at the Columbus Medical Association Free clinic. In private practice in Marysville for 14 years. Jennifer and her husband Matt Morrison (Pediatric and Adolescent Medicine) have 4 children.

2017 BOARD OF TRUSTEES

Chris Schmenk J.D. The Ohio State University Moritz College of Law, B.A. Ohio Northern University. Of Counsel at Bricker & Eckler LLP and President, Argus Growth. Director of the Ohio Development Services Agency; former Mayor of Marysville; former VP for Ex- ternal Affairs for Scotts Miracle-Gro Company; Foundation for Appalachian Ohio Board of Trustees; Women’s Small Business Accelerator; Ohio Northern University Board of Trustees; The Hope Center Marysville Board of Trustees; Past President of Union County Chamber of Commerce; Memorial Hospital Board of Trustees and Marysville Public Library Board of Trustees. Chris and her husband Mike live in Marysville with their two children and attend Marysville Grace Brethren Church.

Alan Seymour Retired from 34 year career with Whirlpool Corporate Real Estate, Manufacturing and product engineering. U.S. Navy Veteran. Current Marysville City Councilman, Marysville City Planning & Design Review Boards, Chr. Of Veterans Remembrance Committee, American Legion and Chamber of Commerce. Former United Way board member. Alan and wife Cheri have two daughters and three grandchildren. Victor Trianfo, D.O. Memorial Hospital VP of Medical Affairs and Quality, medical degree from Ohio University College of Osteopathic Medicine, served as a chief resident of Family Medicine at The Ohio State University where he also was an Assistant Professor of Family Medicine and Residency Director. He is Board Certified in Family Practice. Post-graduate studies include Fellowship education at Michigan State University. Dr. Trianfo and his wife have three children and he enjoys fishing, shooting, and other outdoor activities.

Holly Underwood Licensed Funeral Director and co-owner of Underwood Funeral Home. Graduated from OSU where she served in numerous leadership positions including president of the Ohio Staters. Post college Holly worked in medical sales and was a marketing specialist. She is an elder of the First Presbyterian Church of Marysville where she enjoys singing in the choir.

James R. Vandre Jim has been in the financial services industry since 1994. He is a Retirement Income Certified Professional and currently is affiliated with Eagle Strategies, LLC and New York Life. He started his career in 1994 with Aid Association for Lutherans. Jim also served as the Chairman of the Planned Gifts Committee with Memorial Hospital’s Development Council. Jim is married to Marlene and has three grown children, along with 4 grandchildren. Jim and Marlene are members of St. John’s Lutheran Church in Marysville, OH. Jim is also a member of Kiwanis.

Carol Young, Ph.D. Ph.D. in Educational Leadership from Ohio University, B.A. and M.A. from Marshall University in Speech-Language Pathology and Audiology and Education. Former Superintendent of North Union Local School District and served as school administrator, teacher, and speech-language pathologist in Ohio schools. Currently works as part-time faculty with Otterbein University and as a school improvement consultant with Buckeye Community Hope Foundation. Carol and her husband Craig have one child and one granddaughter and are members of the Richwood First United Methodist Church.

Ron Zimmerly Ron graduated from The Ohio State University with a Bachelor of Science degree in Agriculture Economics, with a specialization in Finance. He is a twenty-three year veteran of the banking industry, and is currently serving as President and CEO of Liberty National Bank. He currently serves on the Board of the Hardin County Economic Development Council, Discovery Riders Board of Directors is past chairman for the Hardin County Chamber and Business Alliance. Ron, his wife Kelli and their family reside in Bellefontaine.

11 2017 GRANT DISTRIBUTIONS

Grants from the Union County Foundation Unrestricted Grant Fund: The following grants were awarded through our grant application process:

United Way of Union County $ 3,500.00 Legal Aid Society of Columbus $ 2,000.00 Marysville Food Pantry $ 1,500.00 North Union Personal Needs Pantry $ 3,000.00 Union County Fair $ 500.00 MAA Trackbackers $ 200.00 Richwood Independent Fair $ 150.00 Union County Family YMCA $ 475.00 American Legion Post #79 $ 500.00 American Legion Auxiliary $ 825.00 Union County Chamber Covered Bridge Festival $ 1,500.00 Union Co. Jr. Livestock Sale $ 1,460.62 Marysville Charity Car Show $ 500.00 Families Matter $ 1,500.00 Union County Community Concerts $ 500.00 Marysville Area Ministerial Association Community Kitchen $ 2,500.00 Richwood Civic Center $ 400.00 Marysville Schools $ 1,000.00 Union County Neighbor to Neighbor $ 1,000.00 Richwood Jr. Fair Livestock Sale $ 1,354.16 Bunsold Middle School $ 500.00 Community Thanksgiving Dinner $ 215.26 Care Train of Union County $ 3,000.00 Union County Youth 2 Youth $ 1,000.00 —————– TOTAL UNRESTRICTED GRANTS $29,580.04

Restricted Grants and Scholarships from Donor Advised ,Scholarship Funds, Gift Annuities, and Remainder Trusts: The following grants and scholarships were awarded based on specific

direction from Fund Advisors and selection committees’ processes Charles Andrew Baesmann II Memorial Fund (1 grant) $ 594.70 Biehl Humanities Scholarship $ 500.00 Charitable Gift Annuities and Remainder Trust $ 222,385.06 Burnside/Imbody Scholarship Fund (4 scholarships) $ 7,250.00 Care Train of Union County Fund $ 10,000.00 Kathryn & James Coleman Memorial Scholarship Fund (22 scholarships)$ 19,989.00 Pat Conlon Memorial Scholarship Fund (4 scholarships) $ 4,000.00 Andrew Daum Memorial Soccer Scholarship Fund (2 scholarships) $ 2,000.00 Robert & Joan Deaton Scholarship Fund $ 2,000.00 Paul & Betty Devine Fund $ 700.00 continued…. 12 2017 GRANT DISTRIBUTIONS . . . continued Grants from Donor Advised & Scholarship Funds continued: Eagles Benevolence Charity Fund (21 grants, 23 scholarships) $ 51,393.67 Elizaveta Fund (9 grants) $ 13,181.71 Elks Benevolent Fund (28 grants, 11 scholarships) $ 18,072.17 Encore! Fund (2 grants) $ 891.30 Eyes of Freedom $ 9,791.53 Fairbanks Education Fund (3 grants, 3 scholarships) $ 3,997.00 Families Matter Fund (3 grants) $ 4,000.00 Robert M. Fox Memorial Scholarship Fund (1 scholarship) $ 800.00 Charles W. Green Family Memorial Scholarship (1 scholarship) $ 4,000.00 Walter & Doris Herd Scholarship Fund (3 scholarships) $ 6,000.00 Hildreth Endowment Fund (1 grant) $ 20,000.00 Corey Hoehn Memorial Scholarship Fund (2 scholarships, 5 grants) $ 4,850.00 Impact 60 Fund (70 grants, 4 scholarships) $ 254,596.44 Kamden Ketchell Fund (2 grants) $ 8,130.00 G.L. Kingsmore Hall of Fame Scholarship Fund (2 scholarships) $ 2,000.00 Kiwanis Scholarship Funds-Chamberlain/Mills (2 scholarships) $ 2,000.00 William Logan Krebehenne Scholarship (1 scholarship) $ 1,000.00 Dan B. Kyle Scholarship Fund (3 scholarships) $ 1,200.00 Lee Family Fund $ 500.00 Lewis Family Fund (1 grant) $ 1,000.00 Dr. Malcolm & Barbara MacIvor Memorial Fund (7 scholarships) $ 10,500.00 Marysville Art League Scholarship Fund (1 scholarship) $ 500.00 Marysville Housing $ 23,699.03 Marysville Moose Lodge Charity Fund (36 grants) $ 21,720.00 Marysville Moose Scholarship Fund (3 scholarships) $ 6,000.00 Jason K. Mathewson Memorial Scholarship Fund (2 scholarship) $ 2,000.00 McCarthy & Cox Cares Community Fund (11 grants) $ 6,013.10 McElheny Foundation Fund $ 2,813.63 Memorial Hospital Medical Staff Scholarship Fund (4 scholarships) $ 4,000.00 M.H.S. Alumni Scholarship Fund (7 scholarships) $ 10,500.00 M.H.S. Athletic Hall of Fame Foundation Fund (8 grants) $ 12,002.84 Ted & Kathryn Miller Memorial Fund $ 2,511.87 Mintier Veteran’s Scholarship Fund (1 scholarship) $ 500.00 Mosaic Fund (3 grants) $ 100,910.00 Next Generation Initiative Fund $ 40,448.38 Jake Nickle Gridiron Fund $ 6,000.00 Pat & Tom Nuckles Scholarship Fund $ 2,000.00 Rita Rubeck Parker Scholarship Fund $ 2,000.00 George Perry Family Funds (6 grants) $ 30,235.44 Pottersburg Bridge Preservation Fund $ 2,337.50 Richwood Area Business Association Scholarship Fund (2 scholarships) $ 1,000.00 Silver Scene Players Fund (7 grants) $ 5,919.78 Summer Theater Workshop Scholarship (1 scholarship) $ 500.00 Susan Finch Simpson Memorial Scholarship Fund (1 scholarship) $ 1,500.00 Stolte Excellence in Leadership Scholarship Fund (1 scholarship) $ 1,000.00 Underwood Cultural & Educational Fund (2 grants) $ 6,250.00 Union County Common Pleas Drug Court Fund $ 456.82 Union Rural Electric Cooperative $ 4,750.00 United Way Reserve Fund $ 6,530.96 Veterans Memorial Capital/Program Fund $ 11,332.25 Veterans Remembrance Fund (13 grants) $ 4,696.00 Georgeann & Gene Vollrath Memorial Fund (2 grants) $ 1,500.00 Roy Wallace BIF Memorial Fund (2 scholarships) $ 2,814.39 Dave & Elizabeth Ward Scholarship Fund 2 scholarships) $ 1,000.00 LaVerne & Juanita Yoder Charitable Fund (8 grants) $ 21,202.80 Young Entrepreneurs Academy Fund (1 grant) $ 2,842.13 Returned Grants (2 returned) $ (700.00) TOTAL RESTRICTED GRANTS & SCHOLARSHIPS $ 1,036,109.50 TOTAL 2017 UNRESTRICTED, RESTRICTED & SCHOLARSHIPS $ 1,065,689.54 13 2017 Scholarship Recipients . . .

Andrew Daum Patricia Biehl Memorial Soccer Scholarship Scholarship DB Kyle Scholarship

Aubree Lewis Kyle Bosch Jacob Branstiter Emily Hayward Conor Hoffman Blake Ackerman Ohio Northern University of Bowling Green State Malone University Wright State Mt. Vernon University Northwestern University University Nazarene Ohio

Burnside Imbody Fish Memorial Scholarship

Riley Plotner Garrett Schilling Blake Ackerman Josie Stimmel Avery Ballinger Emily Hayward Conor Hoffman Lydia Norquist Wright State Miami University Mt. Vernon Kent State Ohio Northern Malone University Wright State Cedarville University Nazarene University University University University

Charles and Marjorie Green Darla-Hall Barrett Dr. C.B. Mills and Jason K Mathewson* Memorial Scholarship Memorial Kiwanis Memorial Scholarships Sargent Scholarship Chamberlain Kiwanis Scholarship*

Hunter Heard Leighann Shanklin* Erin Yoder Lillian Scheiderer* Krista Nicol Connor Hall Hobart Institute of Univ. of Cincinnati Rosedale Bible University of Toledo Miami University Ohio State University Welding Tech. College Memorial Hospital Medical Pat & Tom Nuckles Scholarship Staff Scholarship

Ean See Connor Hall Bryce Piwtorak Riley Plotner Sydney Shapiro Madison McCreary Mt. Vernon Nazarene Ohio State Univ. West Virginia Univ. Wright State Univ. Univ. of Cincinnati Univ. of Cincinnati 14 2017 Scholarship Recipients . . . Dr. Malcolm & Barbara MacIvor Memorial Scholarship

Kaitlyn Deere Ean See Aubree Lewis Grace Luther Ashley Segner Hailey Christian Kelly Kern Ohio State Mt. Vernon Ohio Northern Ohio State Wright State Ohio Northern Ohio Northern University Nazarene University University University University University

MHS Alumni DeGroot Family Robert Henderson John & Janet MHS Class of ‘64 Scholarship Foundation Scholarship Scholarship Hanby Scholarship Scholarship

Connor Hall Sydney Shapiro Emily McDonald Cassidy Page Benjamin Stubbs Christine Painter Columbus State Amy Perry Ohio State University of Indiana Purdue University University of Bowling Green State University Cincinnati Wesleyan Cincinnati University

Pat Conlon Robert & Joan Deaton Susan Finch Simpson Mintier Veteran’s Jack Nickle Gridiron Memorial Scholarship Memorial Scholarship Scholarship Scholarship Scholarship

Rose Stanley Cameron Rufus Susan Reed Cassidy Page Gunner Daniel Ohio State University Bowling Green State Michigan State Columbus State Ball State University University University University

Stolte Excellence in G.L. Kingsmore Hall of Fame Corey Hoehn Memorial Scholarship Leadership Scholarship Scholarship

Lilian Scheiderer Connor Hall Ashley Segner Cameron Rufus Steven Wolfe Devon Burke University of Toledo Ohio State University Wright State University Bowling Green Davidson College Ohio University 15 State University

2017 Scholarship Recipients . . .

Robert M. Fox and William Logan Summer Theatre Marysville William Logan Krebehenne Krebehenne Workshop Art League Scholarships Scholarship Scholarship Scholarship

Riley Plotner Josie Stimmel Sydney Shapiro Monica Walker Wright State Kent State University of Marion Technical University University Cincinnati Institute

Dave & Elizabeth Dave & Elizabeth Rita Rubeck Ward Music Ward Eagle Scout Parker Scholarship Scholarship Scholarship

Cheyenne Wiley David Sanders Sydney Shapiro Marion Technical Monica Walker Miami University University of College Marion Technical Cincinnati Institute

Richwood Area Walter & Doris Herd Business Association Agriculture Scholarship Scholarship

David Hendel Conor Hoffman Tiffany Grose OSU Marion Wright State Aveda Institutes University

VMW LEGACY SOCIETY

The VMW Legacy Society consists of individuals, families and businesses who support the Union County Foundation’s mission and vision through a generous financial gift to the Foundation’s Unrestricted Endowment Fund.

The gift may be given now, over a period of years, or at the end of a lifetime. To offer our gratitude, the names will also be displayed permanently in the Foundation Office on our Wall of Honor.

VISIONARY PRESERVATIONIST $100,000 AND ABOVE $50,000 TO $99,999 Dr. John & Jesabel Linscott Pat Nuckles George Perry

BUILDER

$10,000 TO $49,999 David & Ann Allen ~ David Anderson ~ Dr. Mary & Dr. David Applegate Daniel& Melanie Behrens ~ Ken Boehm ~ Charles & Jane Berger ~ Jerry & Cissy Born ~ Robert & Joyce Buckley ~ Richard & Laura Bump ~ Robert & Luella Conklin Phillip & Sarah Connolly ~ Jim & Faye Cox ~ Robin & Joseph Craft ~ Gerald & Marge Dackin ~ Dick Douglass ~ Robert & Helen Evans ~ John & Charlotte Eufinger J. Daniel & Becky Fitzgerald ~ Judge Don Fraser ~ Myron & Priscilla Gallogly Mardy Hanlon-Stolte ~ F. Leon & Betty Herron ~ Nancy & Rick Hoffman ~ Debra & Glenn Hochstetler ~ Barbara & Dr. William Holcomb ~ Todd & Amy Hoge ~ Kevin & Kristin Kern ~ Gary & Marcia Lee ~ Robert & Nancy Lewis ~ Thomas & Amy McCarthy ~ Dr. Malcolm & Barbara MacIvor ~ Frank & Cheryl Miller ~ Carolyn & Jim Mitchell ~ Joseph & Janet Mitchell ~ Dorothy Mudgett ~ Carroll & Shirley Ormeroid ~ Dr. Frank & Ruth Ann Raymond ~ Herb & Priscilla Richardson ~ Andy & Sandy Ross ~ Greg & Kathleen Sehnert ~ The Scotts Company ~ Ron Seiffert & Delaware Co. Bank ~ Alan & Sheri Seymour ~ Jeffery & Barbara Swartz Barbara & Jerry Timmons ~ Dr.Victor & Susan Trianfo ~ Holly Underwood David & Jane Vollrath ~ Carol Young PATHMAKER $1,000 TO $9,999 Dr. Charlotte Agnone ~ Jenny & Brian Brill ~ Gary & Nancy Conklin Bob & Carol Curtiss ~ Bruce Daniels ~ Steve & Sue Devine ~ Walt & Verna Griese Eugene & Ruth Ann Mayer ~ Memorial Hospital of Union County ~ Dr. Jennifer Morrison ~ Christiane & Michael Schmenk ~ Stephen Simms ~ Jim & Marlene Vandre ~ Page & Cheryl Vornbrock ~ Ronald Zimmerly & Liberty National Bank

17 2017 ANNUAL REPORT

UNION COUNTY FOUNDAT ION

126 N. Main St. P.O. Box 608 Marysville, Ohio 43040 Phone: 937-642-9618 Email: [email protected] www.unioncountyfoundation.org