2018 ANNUAL REPORT
A Table of Contents
2 2018 Year in Review
4 A History of Giving
6 Foundation Firsts
12 Impact Spotlights
19 Featured Donor Stories and Initiatives
38 Funds Established in 2018
50 Legacy Society
51 Supporting Foundations
52 2018 Awards
54 2018 Financial Summary
58 2018 Financial Highlights
60 Center for Corporate Philanthropy
62 2018 Governing Committee
63 Volunteers
67 Staff
B “CITIES ARE NOT HIGHWAYS AND SKYSCRAPERS.
Cities are not steel and concrete and high-rise apartments, even at low rentals. Cities are not to be measured as good or bad in simple terms, even in percentages of college graduates, health statistics, or the circulation of books, important as these may be. The quality that makes for greatness in a city is its dynamic. How well and how freely are its people working together, giving of themselves, to make it a still finer city? The test of a city is not so much what it is, as what it is freely striving to become. There is no such thing as the rebirth of a city which is not accompanied by a rebirth among its people of the spirit of giving—giving of time, giving of imagination and leadership, giving, too, of wealth according to (one’s) ability.”
Harrison M. Sayre, Founder The Columbus Foundation
1 2018 YEAR IN REVIEW
Dear Friends, IMAGINE COLUMBUS IN 1943.
The lingering effects of the Great central Ohio. Grants paid reached a As of December 31, 2018, the assets Depression challenged a stressed remarkable all-time high of $224.2 of the Foundation stood at $2.15 economy. News of World War II million to benefit 4,018 nonprofits billion held in 2,738 charitable funds consumed the headlines. Food, and the hundreds of thousands and 30 Supporting Foundations. gas, and clothing rationing tested of individuals they serve. Since By giving to causes you care an already tired community, and our founding, the Foundation has about and engaging with others, our soldiers selflessly defended awarded $2.5 billion in grants to a you are helping us build a vibrant, the nation—many sacrificing their wide range of causes, including social flourishing region. From joining The lives for freedom as fighting raged services, the arts, health, education, Big Explore, an event we created throughout the Atlantic and Pacific. and more. Our founders would be to celebrate the Foundation’s Yet, there was a group of people so moved by, and proud of, your 75th anniversary, when more than who, no matter how distant the generosity. 56,000 people received free prospect of better days ahead, Your generous gifts and the admission to seven of the area’s chose to do whatever they could to bequests received in 2018 totaled most prominent cultural attractions care for the community they loved. $170.5 million. These gifts created and free transportation via COTA, Thus, 75 years ago, The Columbus new funds and added to existing to facilitating and encouraging Foundation was established. funds and foundations held at conversations at The Big Table, a Today, as we begin our fourth The Columbus Foundation, our day of community building where generation as the cornerstone Supporting Foundations, and our more than 8,000 people came of community progress, we are affiliate, Community Foundations, together to strengthen and connect honored to work with you to Inc. A total of 182 new charitable central Ohio through dialogue, continue what Harrison M. Sayre funds were created by individuals, your generosity demonstrated your and others started. families, nonprofit organizations, and commitment to creating a better In 2018, the Foundation and businesses—and each fund, uniquely tomorrow. its donors gave more than ever named by the donor, represents their The Foundation matches to support nonprofits improving diverse interests, goals, and hopes. your commitment and strives to
2 The Columbus Foundation Annual Report 2018 develop collaborative opportunities to provide for central Ohio’s greatest needs through Critical Need Alerts (CNA). In 2018, the Foundation launched Our Kids, a CNA developed to address two urgent needs related to some of our youngest and most vulnerable residents: supporting quality early childhood education and bolstering collaborative efforts to effectively end youth homelessness. Due to an outpouring of extraordinary generosity, Our Kids eclipsed its $1.5 million goal by more than $900,000 in just 44 days—making it the largest and most successful CNA in the Foundation’s history. Thank you to our exceptional Governing Committee for its dedicated staff who work tirelessly FROM LEFT: Matthew D. Walter, Chairman, and Douglas F. Kridler, President and CEO. leadership. We offer our gratitude to help you help others. to Bob Kidder, former Governing We thank you for your investment Committee Chairman, who and partnership in building a strong strategic giving demonstrates that completed his term of service in and connected region. With the our community possesses the heart, 2018. In early 2019 we welcomed same spirit of those who established courage, and foresight to create Jeff Edwards, who was elected the Foundation 75 years ago, your a promising future for generations to serve a seven-year term. The commitment to thoughtful and to come. accomplishments of the past year also reflect the efforts of our committee volunteers and professional advisors. In 2018, the Foundation welcomed Natalie Parscher as the MATTHEW D. WALTER DOUGLAS F. KRIDLER Vice President of Communications Chairman President and CEO and Marketing. She joins a team of
3 A HISTORY OF GIVING GRANTS PAID
$1.1M $6.0M $19.0M 1973 1983 1993
$ $ $ 39.5M 63.1M 98.7M 1998 2003 2008
$5.4M $2.2M $10.3M 1943–1970 1978 1988 (combined)
Over the past three quarters of a century, Columbus Foundation donors have strengthened and improved our city through exceptional investments that have been instrumental in moving our community forward. As we have grown, so has this commitment to helping others.
These grants, made to thousands of nonprofit organizations serving central Ohio and beyond, illustrate a spirit of generosity that speaks to the initial goal of the Foundation—to create a better community for the future and a legacy that outlasts us all.
4 The Columbus Foundation Annual Report 2018 $160.6M $ 224.2M 2013 2018
Total Grants Paid Since Inception $2.5 Billion
5 FOUNDATION FIRSTS
When Harrison Sayre and fellow civic leaders established The Columbus Foundation, they did so with a sense of hope and desire that everyone would feel welcome. Over the past 75 years, we’ve seen donors from all walks of life, regardless of wealth or stature, commit to being part of something bigger than themselves—with a belief, as Sayre said, that “the best way to extend your life is to give to the community.”
We celebrate all those who embraced the idea of a foundation for the community early on, paving the way for current and future generations. We honor those who have invested so selflessly in a future they would never see by giving unrestricted dollars to help us address current community needs no one could predict.
These legacies live on today throughout our city. We see them on the walls of museums, on the faces of young people in our classrooms, and in our nonprofits who transform grant dollars into essential programs and services.
It all happened because of those who believed.
6 The Columbus Foundation Annual Report 2018 HARRISON M. SAYRE FOUNDER, THE COLUMBUS FOUNDATION—1943
Harrison Sayre was the visionary who brought The Columbus Foundation to life. He retired as president from the American Education Press and served as the Foundation’s unpaid director for 25 years. Always forward-thinking, his goal was to create a better tomorrow.
7 OLGA ANNA JONES FIRST UNSOLICITED GIFT—1944
A former teacher, editor of the Ohio Woman Voter, and reporter for the Columbus Citizen, Olga Anna Jones was the first woman to serve on the Columbus City Council, from 1923–1928. Her $25 donation was the first unsolicited gift to the young foundation.
8 The Columbus Foundation Annual Report 2018 H. RUSSELL CULP FIRST PLANNED GIFT—1945
H. Russell Culp was a printer, admitted to the International Typographical Union in 1901. He worked for the Pfeifer Printing Company for many years and then was a foreman with the Phillips Printing Company until his retirement in 1955. Mr. Culp established this gift ahead of his death to benefit the Foundation. When he passed away in 1960, his $500 bequest was realized as a gift to the Columbus Public Library.
9 FREDERICK B. HILL FIRST DONOR ADVISED FUND ESTABLISHED—1948
Frederick Hill established the first Donor Advised Fund at The Columbus Foundation, allowing donors to suggest grants to nonprofit organizations at their discretion. Through the ensuing decades, Donor Advised Funds played a major role in the growth of the Foundation.
10 The Columbus Foundation Annual Report 2018 COLUMBUS YOUTH FOUNDATION FIRST SUPPORTING FOUNDATION—1976
The Columbus Youth Foundation (CYF) was formed in 1955 to contribute funds to local youth programs. After the Columbus Jets baseball team dissolved and their stadium was sold, CYF’s trustees moved it to The Columbus Foundation in 1976 as the first Supporting Foundation. Today, as it has for more than six decades, CYF focuses on offering youth from disadvantaged neighborhoods in Columbus opportunities for life lessons through recreation and sports.
11 IMPACT SPOTLIGHTS IMPACT
hroughout his 48-year career at Battelle Memorial Institute, Gerald B. Fenton played a major role in the organization’s growth and development. Mr. Fenton, who passed away in 1973, was a life trustee and officer of Battelle’s board. Active in numerous community and business endeavors, he was a Tmember of the The Columbus Foundation’s Governing Committee and a trustee of the Alfred L. Willson Charitable Foundation. A longtime supporter and proponent of the Columbus Museum of Art, Mr. Fenton served as a member of the museum’s Board of Trustees for GERALD B. 26 years and as the Board President from 1951–1962. Through his fund, FENTON FUND established in 1954, Mr. Fenton’s legacy lives on more than half a century later, providing ongoing financial support that fuels the opportunity for Designated Fund people of all ages to experience art at the museum.
ESTABLISHED 1954 “Columbus Museum of Art is deeply grateful for donors whose ongoing support helps us to fulfill our mission to provide great experiences with great art for everyone. Our longtime donors’ commitment to accessibility allows us to continue to offer vital programs and learning experiences, including free general admission each and every Sunday to all members of our community.”
—NANNETTE V. MACIEJUNES, EXECUTIVE DIRECTOR, COLUMBUS MUSEUM OF ART
12 The Columbus Foundation Annual Report 2018 IMPACT SPOTLIGHTS IMPACT
n artist and former art teacher at West High School, Neva Collins was active during her lifetime in the Big Sisters Association, Columbus Benevolent Society, Columbus Home for the Aged, and Hannah Neil Mission. Her lifelong concern for helping students in need complete their high school Aeducation continues to be carried out through her fund, including support for I Know I Can, the only college access program in Columbus, and one of the largest and most successful in the nation. Ms. Collins’ generosity is inspiring a whole new generation of learners and putting them on a path to success. NEVA J. COLLINS FUND
Field of Interest Fund “Each day, I Know I Can’s (IKIC) motivated staff works hard to inspire, enable, and support the students of Columbus City, South-Western City and Whitehall- Yearling City schools. Our staff supports deserving students in gaining access to the information and resources they need to succeed on a path to college and
ESTABLISHED 1963 career. We cannot understate the impact of the generous funding IKIC receives from The Columbus Foundation, including the Neva J. Collins Fund! These gifts come back to us in the form of increased student enrollment in, and completion of, college. We thank you for your support of our students.”
—KATINA FULLEN, EXECUTIVE DIRECTOR, I KNOW I CAN
13 IMPACT SPOTLIGHTS IMPACT
ldon Ward was a volunteer for more than 60 years with the YMCA of Central Ohio, serving in capacities ranging from swimming instructor to metropolitan YMCA board member. A successful businessman, Mr. Ward was president of the E. E. Ward Moving and Storage Co., founded by his grandfather E in 1881. Active in the community, he served as a member of The Columbus Foundation’s Governing Committee from 1981 to 1990, including as Chairman in 1990. In 1991, the East Side YMCA was renamed the Eldon and Elsie Ward ELDON W. & Family YMCA. Mr. Ward and his wife Elsie established their Designated Fund ELSIE S. WARD at the Foundation to ensure kids would continue to benefit from the valuable programs and guidance the YMCA provides. FUND Designated Fund
“The YMCA is incredibly grateful for the ongoing financial support of the Eldon and Elsie Ward Family. The fund that they established to provide teen programming at the Ward YMCA helps us to transform lives by providing caring adults to youth who ESTABLISHED 1990 are isolated and vulnerable. The teen summer camp and Teen Leaders programs help teens recognize their talents, and their value and worth, resulting in their school success, as well as in their hopes and dreams for the future.”
—LINDA DAY-MACKESSY, MSW, SENIOR VICE PRESIDENT, YMCA OF CENTRAL OHIO
14 The Columbus Foundation Annual Report 2018 IMPACT SPOTLIGHTS IMPACT
Alvin Stevenson established this fund in memory of his parents and sisters to support meaningful organizations serving residents in Fairfield and Hocking counties. A veteran of World War I, Mr. Stevenson operated a small machine repair shop from his family home in Lancaster, Ohio. He also R.maintained a Donor Advised Fund with the Foundation to support things he cared about during his lifetime. One of the fund’s recent grants was awarded to support the renovation and expansion of a commercial food service kitchen at the new Meals on R. ALVIN Wheels facility in Lancaster. In 2018, Meals on Wheels of Fairfield County STEVENSON provided 190,917 home delivered meals and 46,077 community-site meals, along with other food-related services. FUND Field of Interest Fund
“The support of Mr. Stevenson’s fund has made a tremendous difference for older adults in Fairfield County by enabling Meals on Wheels to complete the kitchen project which currently feeds over 850 clients each day, ensuring vulnerable seniors ESTABLISHED 1968 receive a nutritious meal along with a moment of human connection. The new kitchen will enable the agency to meet the ever-increasing demand for meals today and into the future.”
—ANNA TOBIN, EXECUTIVE DIRECTOR, MEALS ON WHEELS OF FAIRFIELD COUNTY
15 IMPACT SPOTLIGHTS IMPACT
enowned psychologist Dr. Thelma Schoonover’s remarkable career spanned more than 40 years. Born in 1907, Dr. Schoonover grew up in Columbus and graduated from East High School. After graduating from The Ohio State University, she began her career in Upper Arlington schools. Later, she served as Chief RPsychologist for Akron public and parochial schools, Director of Guidance and Counseling at Franklin University, and Chairman of Capital University’s Department of Psychology. At age 65, Dr. Schoonover opened her own psychology practice. DR. THELMA I. Her Field of Interest Fund benefits central Ohio organizations, like Ohio SCHOONOVER Wildlife Center, that provide services and programs related to health care, the environment, and animal welfare. FUND Field of Interest Fund
“Support for Ohio Wildlife Center from the Dr. Thelma Schoonover Fund at The Columbus Foundation has been vital in strengthening our capacity building resources to increase fiscal sustainability. These grants have also made it possible ESTABLISHED 1997 to extend our education program reach to nearly 19,000 Ohioans annually and to continue to respond to the rapidly expanding animal rehabilitation needs across central Ohio.”
—CELESTE (DUSTY) LOMBARDI, EXECUTIVE DIRECTOR, OHIO WILDLIFE CENTER
16 The Columbus Foundation Annual Report 2018 IMPACT SPOTLIGHTS IMPACT
orn in 1888 in rural Virginia, James “Red” Overstreet received little formal education and later employed tutors to help him. He started out as a grocery clerk in Bluefield, West Virginia. At the time of his retirement, he was president of the National Electric Coil Division, McGraw-Edison Company in Columbus. The assets Bof the industrialist’s private foundation were transferred to The Columbus Foundation in 1974. Over the past 40 years, Mr. Overstreet’s generosity has made a difference in the lives of thousands—his fund has awarded grants to a wide variety JAMES W. of organizations, including a recent grant to Lutheran Social Services OVERSTREET (LSS) CHOICES for Victims of Domestic Violence to help support its new shelter. The fund has also provided ground-level support for several of the FUND Foundation’s Critical Need Alerts, shared investment opportunities with Unrestricted Fund donors that address urgent needs in the community.
ESTABLISHED 1974 “Grants like the one from James W. Overstreet played an integral part in making our new shelter a reality. Our Community’s Campaign for LSS CHOICES was truly community based, with gifts coming from businesses, individuals and their funds, the government, and organizations. Together, these contributions allowed us to build a domestic violence shelter our community can be proud of.”
—REV. LARRY A. CROWELL, PRESIDENT AND CEO, LUTHERAN SOCIAL SERVICES
17
Featured Donor Stories and Initiatives
19 “If I lived 10 lifetimes, I could never give back what this country has given us.”
—willie grové
KATHLEEN THARP GROVÉ AND WILLIAM T. SECOND GROVÉ FAMILY FUND ACT FUND TYPE DONOR ADVISED FUND
WILLIE GROVÉ first met his wife, most recently as Managing our wealth and our values. How Katie, at a party in South Africa in Director for UBS. While he we plan our estate will be a ESTABLISHED 1976. She was the first American excelled in financial matters, he testimony to the world about 2016 he’d ever encountered. also carried a deep love for the our values.” “I told her some stupid stage. A past president of the Willie and Katie established elephant joke,” he laughed of board and life trustee of Opera the Kathleen Tharp Grové and the historic meeting. Columbus, Willie has performed William T. Grové Family Fund, A native of South Africa, as an operatic tenor with Opera a Donor Advised Fund, in 2016 Willie didn’t have much money Columbus, Columbus Light to help facilitate their charitable growing up, and he recalled Opera (where he also served giving, which will focus on the his life revolving around music. as board chair), and other family’s interest in supporting the It was a love that started early performing arts organizations arts, conservation efforts, and and has continued to play an for more than 30 years. Their education. important role throughout his daughter, Jessica, inherited Their goal is to grow the fund life. Katie, who grew up in Hilliard her father’s passion, and is a so their children will be able to and then attended Northwestern Broadway actress in New York use it moving forward to support University, was working in South City and across the U.S. their own charitable interests as Africa for Xerox when they met. As he and Katie begin to well. The couple married the following consider the next chapter in “We feel it’s a responsibility of year and moved back to the their lives, they believe that parents to pass the philosophy United States when Katie was philanthropy will play a big part. of giving down to their children,” pregnant with their son, Thomas. As the founding chairman of Katie said. When Willie took a job in The Columbus Foundation’s Willie agrees, and is excited Troy, Michigan in January 1979, Professional Advisory Committee about making a difference not the couple bought a car with the (now Professional Council), Willie just locally, but globally as well. little savings they had and rolled has advised countless clients on “We owe so much for having into town with just $20 in their how to make a difference with been given so much. It’s just pockets. It wasn’t enough for a their wealth. been a marvelous journey for hotel room, and it was too cold to “I realized very early on in the both of us to have really stay in their car, so his new boss my career that if we, as financial started with nothing in 1979 and took them in until they found a planners, don’t talk to our clients to have come to the point where housesitting job and could rent about their philanthropic intent, we actually could be supportive an apartment. we’re only doing half the job,” he of others, not just in this country Willie went on to have a very said. “There are only two things but in other parts of the world, successful business career, that we can pass to our children, particularly Africa,” he said.
PICTURED: Willie and Katie Grové, at their home in downtown Columbus.
20 The Columbus Foundation Annual Report 2018 21 22 The Columbus Foundation Annual Report 2018 “It is so important that we know, no matter what our resource is— whether it’s a gift we have personally, time with someone else, or whether it’s money—that those are vital to keeping society going.”
—pat wynn brown
PATRICIA WYNN BROWN AND THE HEALING STEPHEN C. BROWN FUND POWER OF ART FOR THE ARTS FUND TYPE PLANNED GIFT
GROWING UP TOGETHER in a role in Hair Theater as “Captain the Whetsone Library in his son’s Catholic schools on Columbus’ Steve,” said the couple’s focus on name, because the place holds ESTABLISHED West Side, Pat Wynn Brown and philanthropy is intentional. meaning for both of them. 2014 Steve Brown were taught two “Philanthropy requires “This is so important to us,” valuable lessons they have built compassion, empathy, and intent,” Pat said. “That our son and their lives around—be kind and Steve said. “It’s not just charity. grandson carry on what we were serve others. It’s a state of mind, and you really taught and what we received. The couple, married 46 need to want to do it.” We are all philanthropists who years and longtime residents Both Pat and Steve are actively give of ourselves in some way. of Clintonville, have utilized the involved in Harmony Project, Giving is a health and beauty aid!” arts as one way to illustrate both and it’s through that organization The couple established a their kindness and desire to help that Pat saw an opportunity to planned gift at the Foundation others. After 17 years in special share her gifts with incarcerated in 2014 because they love their education, Pat switched gears and women at the Ohio Reformatory community, and want to ensure became an award-winning humor for Women (ORW). She started their support of the arts continues writer and columnist. When she working with cosmetology after they are gone. was diagnosed with melanoma students and then expanded her “Our roots are here,” Steve in 1997, her first thought wasn’t reach, forming Ladies of Success said. “We love the diversity, the about dying, but rather, what and the Arts and Letter Society, sense of community, the kindness would happen to her hair? programs that highlight etiquette, we see in our neighborhood. Armed with the knowledge problem solving, communication, Columbus is inclusive.” that women often tell hairdressers the humanities, and more. Pat believes supporting the the nitty gritty details of their lives, Pat runs a tight ship, requiring arts is a perfect legacy for them. Pat created a live performance respect, focus, and discipline; “The arts can help someone’s show that mimicked being in a much like the nuns did in her life turn around for the better, hair salon. Hair Theater played childhood. And the participants at with a song, a play, a poem, a across the country and over a ORW love it. “They change, right painting,” Pat explained. “I’ve 15-year period raised more than before my eyes,” she said. seen it with the prisoners I’ve $300,000 to provide wigs for The Browns’ desire to help worked with, with the deaf women in need. others has extended to their son, children I’ve taught. It transforms Steve, who retired from Wynn, and grandson, Lucas, as people. I want that to continue Ashland Chemical and also played well. Wynn has raised funds for after we’re gone.”
PICTURED: Steve and Pat Wynn Brown, at their home in Clintonville.
23 “Boundless is a family of companies committed to building a world that realizes the boundless potential of all people.”
—patrick maynard, ph.d., president and ceo
I AM BOUNDLESS GENERAL ENDOWMENT LOOKING TOWARD FUND THE FUTURE FUND TYPE ORGANIZATION ENDOWMENT
FOR NEARLY 40 YEARS, organization’s nearly 40-year evolve to meet the needs of the ESTABLISHED Boundless, which began commitment to empowering people Boundless serves and 2007 operations in 1980 as individuals with the freedom their families. Franklin County Residential and opportunity to live “We will continue to Services (FCRES), has been a boundless lives. grow, geographically and champion for individuals with “Collaboration has been programmatically, where it developmental disabilities and/ absolutely critical to both our makes sense and where we are or behavioral health challenges. restructuring and our overall needed. In short, I really do see The organization offers a wide growth,” explained Patrick our future as, well, boundless.” variety of supports and services, Maynard, Ph.D., President and ranging from vocational training CEO. “We have been, and and summer camp to residential continue to look for, partners services and family support. who share our organizational A Snapshot of Boundless works with more vision and can expand our Boundless Programs: than 4,000 children, adolescents, ability to provide full-service adults, and their families across care and support to the people Ohio. The programs, resources, we serve.” Family living programs include: and services they provide help In 2007, the organization Parent-Directed Program individuals and families lead their established what is now the best lives. I Am Boundless, Inc. General Family support services In recent years, a shift was Endowment Fund and then, Emergency and planned respite made to better align with the in 2013, the I Am Boundless, services emerging needs in many Ohio Inc. Program Endowment Child and adolescent autism services communities for expertise Fund. Both were created as PICTURED, RIGHT: in areas such as managed endowment funds to take into Patrick Maynard, Ph.D., care, autism, and vocational account the future needs of the Community living programs include: President and CEO of and employment services. organization. I Am Boundless, Inc.; Supported living David Bingle; and Darus FCRES wasn’t equipped to “Having a financial Scott (seated). David and take on the expanded role, so foundation provided by Licensed homes (ICF/IDD) Darus are residents of the organization strategically endowments helps us know Multi-system youth programs one of four Intermediate Care Facilities operated began to enter into managed we’ve got resources beyond by I Am Boundless, Inc. agreements with smaller our annual budget which we Inclusion programs include: nonprofits that could help bridge might use to take advantage that gap. In 2017, FCRES became of opportunities when they Community engagement I Am Boundless, Inc. present themselves,” Dr. Summer camp The name “Boundless” was Maynard said. actually suggested by a staff Dr. Maynard believes the Pre-employment training services member and comes from the organization will continue to Vocational exploration and training
24 The Columbus Foundation Annual Report 2018 25 26 The Columbus Foundation Annual Report 2018 “We’re not in this business to make money. We’re here to help the dogs.”
—george skestos
SETTING THE TRINITY FUND
FUND TYPE DONOR ADVISED GOLD STANDARD FUND
ESTABLISHED 2016 AN EXTRAORDINARY, first-of- wanted to do something for them.” This proactive approach helps its-kind facility outside of Canal The Gigi’s team travels fight disease and increases the Winchester is giving homeless regularly to five shelter partners overall chances of dogs being dogs a fresh start and setting throughout southern Ohio to bring successfully adopted. It’s also a new standards for shelter care. dogs back to Gigi’s campus. Once saving grace for the rural shelters, Gigi’s, a 501(c)(3), opened there, the dogs receive medical which operate on tight budgets. its doors in October 2018 and care and a behavioral evaluation The organization now has its is already improving the lives of from its staff veterinarians in a sights set on two new specialty shelter dogs. It does not operate state-of-the-art facility before areas that will add to the services as a traditional shelter. Instead, moving on to one of the adoption offered as homeless dogs arrive. it considers its 15,000-square- center partners to find their The first, a 9,600-square-foot foot dog campus located on permanent home. The building behavioral center, will address three acres as part of a “resource was designed to keep stress the specific needs and training of network,” serving as a hub levels at a minimum for the dogs who can’t be adopted due between rural, overcrowded animals, from the color on the to fear or aggression. The second shelters and adoption center walls and extra insulation to pare will be a 400-square-foot Canine partners like Columbus Humane. down noise, to the music it plays Parvovirus unit, specifically The rural shelters, including those to soothe anxious dogs. designed to treat and ultimately in Gallia, Jackson, Scioto, Ross, “Our mission is to take save dogs suffering from the and Lawrence counties, generally homeless dogs that might spend highly contagious and often have too many dogs, not enough months in a shelter and get them deadly viral illness. resources, and a shortage of local to healthy, loving, and happy To George, this is just the adopters. forever homes within just two beginning of what he hopes will “I’ve had dogs all my life, ever weeks,” Tina explained. be a dog-saving approach that is since I was three years old,” said In addition to its work with modeled throughout the United George Skestos, a successful dogs on site, Gigi’s provides States. businessman who founded Gigi’s shelter partners with vaccines, “We’re hoping it catches on with his wife, Tina, and named it medical supplies, and equipment and other people will do it. This after their beloved Akita. “I just at their own shelters at no cost. is just the start.”
PICTURED: Tina and George Skestos, at Gigi’s.
27 “Our hope is the Alliance serves as a catalyst to bring other organizations to the table and ultimately save lives.”
—chad jester, president, nationwide foundation
OHIO OPIOID EDUCATION ALLIANCE FUND TACKLING A
FUND TYPE STATEWIDE CRISIS DONOR ADVISED FUND
ESTABLISHED WHEN THE NATIONWIDE conversations over time,” Chad is working together to prevent 2018 FOUNDATION was doing research said. And while most people the next generation of young for a campaign that could help know it’s not safe to keep unused people from misusing and respond to the opioid crisis prescription medications in their abusing prescription opioids. gripping central Ohio, it found home, few have taken steps to “At heart, central Ohio is that, although the majority of safely discard them. collaborative by nature,” Chad Americans know we’re in the The creation of Denial, Ohio said. “Anything that is this midst of an opiate crisis, less fulfilled one of the goals of the impactful to our community than 20 percent believe the risk Franklin County Opiate Action and our state should be done threatens their family. Plan, a dynamic community- in collaboration. We all have Opioid abuse and misuse wide blueprint developed by resources and assets to bring does not discriminate, and no one the Alcohol Drug and Mental to the table.” is immune to the devastation it Health Board of Franklin County In 2018, the Ohio Opioid causes. (ADAMH) at the direction of Education Alliance Fund was “That household accountability the Franklin County Board of established at The Columbus is the needle we want to move,” Commissioners and Columbus Foundation to support the work said Chad Jester, President of Mayor Andrew Ginther to address of the alliance as it expands Nationwide Foundation. the crisis. The Nationwide across the state. A growing Denial, Ohio, a media Foundation provided the initial number of investors are campaign that launched in funding for the creative work. supporting the fund, providing 2018, focuses on education Recognizing this as a valuable financial resources that and prevention. The campaign community issue, and that more will enable the alliance to move highlights the importance of voices could reach more families this work forward. adults talking to kids about drugs and individuals, the Ohio Opioid “The Columbus Foundation as well as the need to secure Education Alliance (OOEA) and ADAMH were already medications and dispose of was formed in 2018. A coalition working together on opioid unneeded prescriptions. of more than 70 business, initiatives in the community,” “You can reduce a child’s risk education, nonprofit, civic, and Chad explained. “We were able of substance abuse by 50 percent government organizations and to build on the work that was by talking to them, but it’s multiple associations, OOEA’s main goal already taking place.”
The Opioid Crisis It Starts with Pills Teens Are at Risk
Opioids consist of prescription 80% of heroin users in the Each day 2,700 teens try a drugs like OxyContin® or United States report misusing prescription medicine to get Vicodin® and illegal drugs like prescription opioids prior to high for the first time, and1 in heroin. using heroin. 3 teens say they have a close 130 Americans die each day friend who abuses prescription from an opioid overdose. medications.
28 The Columbus Foundation Annual Report 2018 WHAT CAN YOU DO?
Opioid abuse and misuse does not discriminate. Don’t live in denial—start taking the steps to protect yourself and your family.
COURTESY OF OOEA
Talk to Safeguard Your Dispose of Your Your Kids Prescriptions Medications
Conversations with your kids are one of If you’re prescribed pain medicine, keep Teens are more likely to get opioids the most effective ways to prevent drug it in a secure place that only you can access from their family than a drug dealer. use. It's not always easy, but it can cut and monitor the number of pills. When you have leftover pills, get rid the risk of drug misuse in half. of them properly and immediately.
29 2018 FEATURED INITIATIVE
“Our Community Cares About Us.”
COLUMBUS SAW A BIG TURNOUT FOR THE BIG EXPLORE!
The Columbus Foundation’s Big Explore on December 29, 2018, honored its founding on that day 75 years ago by offering free admission to seven of the community’s fantastic cultural attractions, free rides on COTA, and 75 cent scoops at Jeni’s Splendid Ice Creams.
THE CITY-WIDE celebration was a testament to the spirit of Columbus, and the turnout proved historic. Nearly 56,000 people attended one The Big Explore Partners or more attractions, and COTA saw a 78 percent increase in ridership over the same day in 2017. Attendance records were broken at COSI, Franklin Park Conservatory, the National Veterans Memorial and Museum, the Ohio History Connection, and the Pizzuti Collection. In May 2019, The Big Explore was named a winner of one of the annual EXPY Awards by Experience Columbus for providing an extraordinary experience for residents and visitors alike in 2018.
“The Columbus Foundation was born at a time of great challenge in the world and in our community. It is the people of this community who, despite the odds, willed this to become one of the leading community philanthropies in the world. What better way to celebrate our anniversary than to give everyone a chance to explore our community together?”
— DOUG KRIDLER, PRESIDENT AND CEO, THE COLUMBUS FOUNDATION
30 The Columbus Foundation Annual Report 2018 Here’s what people “It is soooo wonderful said about The Big seeing so many families out exploring and Explore: making memories. Thank you, The Columbus Foundation, for providing this opportunity to so many who otherwise might not have been able to afford this experience! Cbus ROCKS!”
“Only in Columbus! “As a resident of Columbus I keep telling friends for over 45 years, I that my adopted home have seen many acts of is unbelievably and kindness and generosity. genuinely fantastic! It was I think the Columbus so nice to see so many Foundation’s donation people out enjoying the and gift to the people of treasures in our city like Columbus on Saturday, the Museum and Franklin December 29, ranks as Park Conservatory. one of the best ever. I love this city. Thank you Downtown was alive. Columbus Foundation!” Young and old, social and economic backgrounds blended to form a city I was very proud to say I was a part of. Thank you very much.”
“Thank you! Our family of eight rarely gets to do outings like today. Visited the Ohio History Museum and was surprised to see how engaged our usually bored and shy 11-year-old was in seeing the artifacts and participating on the tour.” 2018 FEATURED INITIATIVE
LISTEN. LEARN. LEAD.
A Day Of Conversations To Strengthen Our Community
More than 8,000 people gathered around hundreds of tables across the central Ohio region on August 29, 2018 to participate in The Big Table®. Launched in 2016, The Big Table is a way to bring people together to broaden perspectives and strengthen our community.
“The Big Table is a chance for us to communicate beyond stereotypes and preconceived notions that society places on us,” said Donte Woods-Spikes, who hosted six Big Tables in 2018, five in physical locations and one on social media. “The friends you’ll meet from sharing and the information you’ll receive through listening is the perfect example of what community can and should always be.” Participants of all ages discussed a wide variety of topics, from affordable housing and poverty to education and the environment. Big Tables were held across the city at homes, schools, offices, libraries, churches, and restaurants. Many businesses and nonprofits stepped up to host public conversations, where members of the community could meet new people and hear different points of view. At the end of each conversation, participants completed commitment cards that captured ways in which they were “The Big Table benefits the community by creating inspired personally to create a strong and connected community. Commitments were as broad as a promise to “continue the a space for individuals to see and hear another conversation,” and as specific as a pledge to “implement an incentive perspective while having an open honest dialogue.” program at work that encourages volunteerism.” “I love this event. It’s such a great way to learn and meet new —DONTE WOODS-SPIKES people in the community,” said one Big Table participant. “It’s inspiring to know that so many people care about improving our communities and the world!”
32 The Columbus Foundation Annual Report 2018 Big Table Statistics 94% 93% 75% 63%
of participants said of participants said of participants felt of participants said they were likely to they met new people their group developed their main reason participate again. at their Big Table. an idea that has the for participating potential to strengthen was to help create our community. positive change in the community.
Participants represented 67 unique Zip codes—43214 (Clintonville) was the most common TOP FIVE TOPICS AT BIG TABLE CONVERSATIONS
Education
Economic Issues
Affordable Housing and Homelessness
The Big Table Partners
Poverty
Children’s Needs
33 2018 FEATURED INITIATIVE
Critical Need Alerts Address Urgent Community Needs
MORE THAN $9.6 MILLION INVESTED SINCE 2003
Since the firstCritical Need Alert Franklin County were in unrated centers. If these centers are not able to receive the professional development (CNA) was issued to Columbus training and accreditation necessary to increase to at Foundation donors in May 2003, least a one-star rating before the deadline, they will lose their ability to accept public funding. the goal has been to identify “In Columbus, 42 percent of children are Kindergarten an important issue facing our ready, and only about 28 percent of disadvantaged children arrive at school ready to learn,” said Eric Karolak, community and provide a way for CEO of Action for Children. “If we’re going to improve people to work together to address educational outcomes and meet expectations for a 21st century workforce, we have to start early.” it. These shared investments, Organizations receiving support through the many supported and launched CNA include Action for Children, Columbus State Community College, and FutureReady Columbus. by Unrestricted Funds at the Foundation, have helped with BOLSTERING EFFORTS TO END YOUTH HOMELESSNESS timely issues including access to fresh food, childcare, the arts, the Youth homelessness is a public health crisis in central Ohio. In 2017, more than 1,300 youth ages 14–24 were opioid crisis, and opportunities served in Columbus and Franklin County shelters. Many for young adults. more do not trust adult caregivers and choose to live on the street rather than seek shelter at an adult facility. This puts them at additional risk for exploitation and violence. Homeless youth often have little access to the services and support needed to survive independently. IN 2018, the Critical Need Alert: Our Kids launched This CNA helps organizations on the front lines, to support two urgent issues in our community related including Community Shelter Board, Huckleberry to early childhood education and youth homelessness. House, and Star House, as they work to connect with Nearly $2.5 million was raised to support the effort, the homeless youth in our community and implement the largest amount ever received for a CNA. a community-wide response to prevent and end youth homelessness. SUPPORTING EARLY CHILDHOOD EDUCATION “Collaboration around youth homelessness is important because the homeless journey is different for In 2005, Ohio established Step Up To Quality, a every young person,” said Becky Westerfelt, Executive statewide quality rating and improvement system for Director of Huckleberry House. “Someone who is couch childcare centers. The state set goals that mandated surfing and seeking a permanent home needs different 100 percent of licensed childcare providers be rated services than someone who is sleeping under a bridge (on a 1 to 5-star accreditation system) by 2020. night after night. Each organization plays a different role According to a Groundwork Ohio report, in 2017, at a different point on the journey; we can’t do it alone.” 75 percent of all children eligible for public funding in
34 The Columbus Foundation Annual Report 2018 CRITICAL NEED ALERT DATE TOTAL
Food for Families May 2003 $451,355
Child Care Initiative September 2004 $369,307
Ohio Benefit Bank May 2006 $214,500
Emergency Hunger Relief for Southeast Ohio February 2008 $37,207
Southeast Ohio Benefit Bank Expansion February 2008 $199,143
Safety Net Fund February 2009 $1,523,706
Arts Challenge Fund September 2009 $615,725
Great Needs Challenge November 2010 $1,915,341
CNA for Hunger November 2012 $325,013
Essentials for Yearlong School Success August 2014 $400,771
Pathways Project for Opportunity Youth February 2016 $634,850
Addressing the Opiate Epidemic December 2016 $512,579
Our Kids September 2018 $2,431,525
Total Critical Need Alert Impact $ 9,631,022
35 2018 FEATURED INITIATIVE
CONFRONTING A CRISIS
Gifts of Kindness Fund Provides Hope
“When you first hear your diagnosis, everything just seems surreal, like it’s not really happening.”
—GIFTS OF KINDNESS RECIPIENT ERIKA SILVA
AFTER FINDING A LUMP during a self-exam, Erika Silva “I was so happy and overjoyed,” Erika said about the PICTURED, RIGHT: visited her doctor. When she received the call telling Gifts of Kindness grant. “I couldn’t believe that there was Erika Silva her that it was cancer, her world turned upside down. something out there to help someone in my situation. Thankfully, the cancer was found early and had not Stuff like that doesn’t happen. You hear about it, but I’ve spread. She started treatment in early 2018 and had a never seen it close to me. It meant so much. I will never double mastectomy in August that year. forget this gift of kindness. It gave me a bigger meaning. A single mom, Erika lost her job not long after she It gave me the desire to want to get through everything started treatment. Worried about her health, dealing so that I could help others.” with a job loss, and with a teenage daughter to take With her treatment complete as of March 2019, Erika care of, Erika was overwhelmed. is concentrating on getting back to her active lifestyle “Now, not only am I dealing with cancer, but I have and sharing her survival story with others. no income and I had no savings. It was a lot going on Erika recognizes the power in kindness—what it has at the same time,” she said. meant on her journey and how, if we all work together, Riverside Methodist Hospital put Erika in touch with we can truly move mountains. Columbus Cancer Clinic (CCC). CCC, which operates as “It starts with one little seed that is planted and that a program out of LifeCare Alliance, provides not only little seed grows so much, and it goes a really long way.” education and screening resources, but support for those who are in treatment, like Erika. Thanks to CCC’s help, Erika was able to get help with her prescriptions, a wig free of cost, and food assistance when she needed it. CCC also told Erika about The Columbus Foundation’s Gifts of Kindness Fund, which provides one-time grants to “A cancer diagnosis can devastate a family emotionally, people experiencing a hardship. With their assistance, she financially, and spiritually. The assistance some of our clients applied for a grant to help with past-due bills, including receive through Gifts of Kindness can help to provide some rent, utilities, and car insurance. A grant of $3,828.58 hope at a time when they need it most.” was awarded to help Erika during this challenging time, allowing her to focus on healing and moving forward. —CHRISTIN BROWN, DIRECTOR OF COLUMBUS CANCER CLINIC
36 The Columbus Foundation Annual Report 2018 The Gifts of Kindness Fund was established in September 2014 with an initial gift of $500,000 from a generous Columbus Foundation donor. In 2018, 253 grants were awarded totaling more than $359,000 to lift up individuals who were experiencing an unforeseen setback. Four new nonprofit partners were added in 2018, bringing the total to 26 as of December 31, 2018. New nonprofits include Physician’s CareConnection, Community Development for All People, Down Syndrome Association of Central Ohio, and The Center for Healthy Families.
37 FUNDS ESTABLISHED IN 2018
The Funds for Columbus (Unrestricted)
187 $198,791,243 $10K–$39,742,426
Created by civic-minded individuals to address emerging needs and TOTAL NUMBER OF MARKET VALUE OF FUNDS MARKET VALUE RANGE FUNDS (As of December 31, 2018) opportunities in the community, The Funds for Columbus are composed of unrestricted funds and contributions. Geraldine Twyford Ferguson Lois E. Ward and Oliver Carl Robert F. Wolfe and Edgar T. The Foundation’s and Robert W. Ferguson Fund Ward Fund for Columbus Wolfe Fund for Columbus Community Research This fund was established This fund was created with a The Robert F. Wolfe and Edgar T. and Grants Management through the estate of Geraldine legacy gift through Lois Ward’s Wolfe Foundation, a Supporting team researches and Twyford Ferguson and Robert estate plan. Lois was a native of Foundation of The Columbus identifies the most W. Ferguson. Geri was a retired McArthur, Ohio and moved with Foundation, made a grant to effective organizations fifth grade teacher at Montrose her parents, Oliver Carl and Anna create this permanent fund that and initiatives to receive Elementary in Bexley, and Bob Ward, to Columbus when she was will be an enduring, effective, and grants. was retired from Boeing. They a teenager. She lived in Columbus strategic investment in Columbus. never had children of their own, for the remainder of her life and but were passionate about ultimately retired from the Ohio education and their community. Department of Transportation. Together, Geri and Bob traveled Lois did bookkeeping work the world. Bob passed away for The Columbus Foundation in 2011, and Geri passed away founder Harrison Sayre in the in 2016. 1960s. She passed away in 2018 at the age of 96.
38 The Columbus Foundation Annual Report 2018 Field of Interest Funds
This fund option allows donors to make contributions to specific $ $ $ fields of interest that have 263 155,249,819 10K– 18,302,717 meaning to them. This may include support for multiple areas of interest, such as the elderly, healthcare, the arts, or TOTAL NUMBER OF MARKET VALUE OF FUNDS MARKET VALUE RANGE FUNDS (As of December 31, 2018) a specific geographic area.
Anonymous (1) Gertrude L. Jacob Fund New Albany Center for Civil Eugene Wilson Fund Gertrude “Trudy” Jacob created Discourse and Debate Fund of Eugene “Gene” Wilson created Children of Central Ohio Fund this fund through a bequest under the New Albany Community this fund through his estate plan This fund was established by her trust to support classical music Foundation to respond to emergency needs an anonymous donor to broadly organizations, performances, This fund was in our community. He was born support the needs of children and broadcasts, as well as the established in 1918 in Groveport and lived in central Ohio. The Columbus education of children in classical by the Barbara on the same property for nearly Foundation will help identify grant music. She had a career as a W. and Philip his entire life. He was a dairy recipients for the fund. social worker. A resident of both R. Derrow farmer by profession but did Columbus and Cincinnati, Trudy Family extensive volunteer work. As Gene B. Henkelmann Fund passed away in 2017. Foundation for the purpose of just one example, he was a 65- This fund was established reigniting a spirit of civil discourse year member of the Boy Scouts through the bequest of longtime Richard William Marsh III Fund by creating opportunities for of America, including 28 years London, Ohio resident Gene Dick Marsh graduated from North students and community as a Scoutmaster of Troop 71 in Henkelmann to help individuals High School prior to joining the members to listen to, and Groveport. He assisted 47 young with physical disabilities military. He completed two tours participate in, debates about men in achieving the rank of find, access, and prepare for as a military police officer before issues important to them. Eagle Scout and took the troop to productive employment. Gene being trained in jungle warfare summer camp for each of those passed away in 2018. and joining the Special Forces, Opiate Action Fund 28 years. He was also active with where he was a paratrooper and Groveport Presbyterian Church for Diane and Steve Herman Fund sharp shooter. He went on to PHA Financial Advocates Fund more than 60 years. Gene passed of the New Albany Community work for Bell Labs as a draftsman This fund was established by PHA away in 2018. Foundation before attending auctioneering Financial Advocates to carry on This fund was established by school and ultimately working the Pauline Home Association’s Yitzhak Geno Joi Fund Diane and Steve Herman for the full-time in that field. Dick knew mission of supporting the elderly, This fund was purpose of supporting initiatives everybody and had a story about veterans, and individuals with established toward the betterment of the them. This fund will be used to disabilities, empowering them to by Eugene New Albany community. assist prospective parents in manage personal expenses and “Geno” Shifrin. central Ohio with the expenses maintain an independent lifestyle. It will primarily The Hurst Family Fund of of adopting children. Dick passed Established in 1941, PHA Financial support the the New Albany Community away in 2017. Advocates dissolved in 2018. purchase of communication Foundation devices to assist children with Emily and Jason Hurst established Ted Miller’s Garden Fund non-specific speech, hearing, and this fund for the purpose of communication challenges, as supporting initiatives that better well as to fund custom adaptive the New Albany community. cycles for children with special needs.
39 Designated Funds
Donors support specific charitable organizations that $ $ $ they identify to receive grants 339 283,717,605 10K– 32,621,978 during their lifetime and beyond.
TOTAL NUMBER OF MARKET VALUE OF FUNDS MARKET VALUE RANGE FUNDS (As of December 31, 2018)
Anonymous (1) and Theology for more than 30 to a number of organizations in passed away in 2018. They years. She was named Professor which he has had a continuing had three children and four Linda Bowers Fund for Emeritus when she retired in interest. A lifelong resident of grandchildren. Clintonville-Beechwold 2003. Sister Ruth passed away Columbus, in 1952 he began his Community Resources Center in 2017. 50-year career as a practicing Rusty and Anne Lawyer The William H. Davis, Dorothy attorney, with attention to state Designated Fund M. Davis and William C. Davis Gunther Family Fund and local taxation. He began as Foundation, a Supporting This fund was established by an Assistant Attorney General Mary and Robert Lazarus, Jr. Foundation of The Columbus Worthington residents Richard of Ohio and then was a partner Fund for WOSU Foundation, created this lasting and Linda Gunther. It will support with the former firm of George, Mary Lazarus created this fund legacy in honor of their long-term their charitable interests in the Greek, King & McMahon, which to support WOSU’s campaign board member Linda Bowers. arts, social services, education, merged into the firm of Baker & to establish new headquarters: This fund will support the and animal welfare. Hostetler, LLP. Upon retirement “New Place. New Space. New Clintonville-Beechwold from the law firm, he received Experience.” The modern, Community Resources Center Dean Haberkamp Fund an appointment and served two dynamic facility will enable in Linda’s name in perpetuity. Dublin terms as a member and chairman WOSU to expand and enhance its resident Dean of the Ohio Board of Tax Appeals. programming for the more than Brian S. Casey Memorial Fund in Haberkamp He is married to Jane P. Mykrantz, two million residents it reaches Support of the P.L.A.Y. Fund established and they live in Bexley. Kiehner in Ohio through television, radio, This fund was this fund has three daughters and seven digital, and educational services. established by to support grandchildren. the Casey family his favorite organizations. Dean McGinnis Family Designated in honor of earned a bachelor’s degree and Dorothy and Otto Juelich Fund Fund Brian Casey. master of business administration Dorothy and Otto Juelich created Brian was from The Ohio State University. this fund to provide ongoing Judith ACM Neff PhD Fund a passionate supporter of P.L.A.Y. He works as a vice president at support to the Columbus This fund was (Private Leisure Assistance for Fifth Third Bank. Literacy Council. Otto was established in Youth), which makes grants born in Germany, and Dorothy memory of available to local families with Barbara B. Havens Fund was born in Canada. They met Judith ACM financial need whose children Barbara Havens grew up in Ohio while attending The Ohio State Neff to provide want to participate in any fee- before moving to Texas, where University, and were married for annual support based program offered through she attended Texas Christian nearly 64 years. Otto began his to the staff of the School for Columbus Recreation and Parks. University. After marriage, career in the 1950s designing Young Children. Funding will be Brian passed away in 2016. she moved to Columbus and computer programs for aviation provided for books, materials, and raised her two children. She applications, before working programs related to the direct Sister Ruth Caspar Chair in was a supporter of many local for Rockwell International and teaching and encouragement of Philosophy at Ohio Dominican organizations and was a very Boeing. He earned a Ph.D. in reading, writing, and creative University Fund early advocate for LGBT rights computer science in the 1970s. expression. This fund was established and HIV/AIDS funding. Barbara Dorothy volunteered for the to create and fund a chair in passed away in 2018. Columbus Literacy Council for Ridenour Family Fund Philosophy at Ohio Dominican more than 30 years, teaching Hal and Jean Ridenour opened University. Sister Ruth was an Kiehner Johnson Fund English as a second language this fund with IRA rollovers to award-winning professor in the Kiehner Johnson established this and training other tutors. Dorothy support four of their favorite University’s Division of Philosophy fund to provide ongoing support passed away in 2017, and Otto charities in perpetuity.
40 The Columbus Foundation Annual Report 2018 Tadd and Nancy Seitz Mid-Ohio FVC Staff Scholarship Fund. Don a teenager. She lived in Columbus MidOhio, and Nationwide Foodbank Fund passed away in 2017. for the remainder of her life and Children’s Hospital. She was Tadd and Nancy Seitz are ultimately retired from the Ohio salutatorian of her class at West longtime Columbus Foundation Thomas M. Stockdale Fund Department of Transportation. Virginia Wesleyan University donors who are passionate Tom Stockdale was a dedicated Lois did bookkeeping work before working as a research about the work of the Mid-Ohio professor and student mentor for The Columbus Foundation scientist for more than 38 years, Foodbank. They created this fund at The Ohio State University. He founder Harrison Sayre in the including at The Ohio State to continue their support of the retired as Professor Emeritus, 1960s. She passed away in 2018 University. Sallie was preceded organization and its vital mission. University Extension and School at the age of 96. in death by her husband, Dudley Tadd and Nancy are residents of Natural Resources in 1988. Tom Wood. Sallie passed away in 2013. of Delaware and have two was active in many professional WCBE Fund daughters. and community organizations, This fund was Robert O. and Jane H. including serving on the Board of established by Zimmerman Fund Betty and Don Sexton Fund Directors for the Columbus Zoo an anonymous Jane and Robert Zimmerman Don Sexton was a U.S. Navy and Aquarium, the organization donor to benefit were longtime residents of fighter pilot who flew on 30 that this fund will support. Tom WCBE 90.5 FM Worthington as well as Naples, combat missions while stationed passed away in 2018. and public Florida. They were married for 53 in England during WWII and was broadcasting. WCBE has been years and had two children, three awarded the Air Medal and the Lois E. Ward and Oliver Carl enriching lives by providing public grandchildren, and three great- Distinguished Flying Cross. After Ward Designated Fund radio programming to residents grandchildren. Robert passed serving his country, he had a This fund was created with a of Columbus and adjacent areas away in 1993, and Jane passed long career in the Columbus City legacy gift through Lois Ward’s since 1956. away in 2018 at the age of 99. Schools as a teacher, counselor, estate plan to support a number This fund was established through mentor, and administrator. He was of organizations that were Sarahjane S. Wood Fund a bequest to provide ongoing a longtime resident of Friendship important to her. Lois was a native Sarahjane “Sallie” Wood created support to Pilot Dogs. Village of Columbus (FVC). This of McArthur, Ohio and moved with this fund through a bequest to fund was established in Don and her parents, Oliver Carl and Anna support Westminster Presbyterian his wife’s names to support the Ward, to Columbus when she was Church, Habitat for Humanity-
Organization Endowment Funds
Nonprofit organizations and individuals create this type of $ $ $ fund to protect the capital of an 390 131,432,725 10K– 10,447,123 organization and help it meet future needs. The fund can provide a relatively constant source of income and can TOTAL NUMBER OF MARKET VALUE OF FUNDS MARKET VALUE RANGE FUNDS (As of December 31, 2018) demonstrate security and long- term financial planning.
Actors’ Theatre of Columbus and he is currently the President year for strategic initiatives that independent, Endowment Fund of the Board of Trustees of Actors’ promote financial security in nonprofit lender Shaun Brown Theatre of Columbus. underserved communities and that works with established the focus on the highest standards the private, Actors’ Theatre AFCPE Strategic Impact Fund of professionalism for financial nonprofit, and Endowment This fund will counseling and coaching. public sectors Fund to help the provide the to develop affordable housing theatre grow Association General Administrative Fund for opportunities within Columbus and thrive, and to provide for Financial the Affordable Housing Trust for and Franklin County. This fund accessible theatre to all in Counseling Columbus and Franklin County will serve to support its mission. perpetuity. Shaun is the Director and Planning The Affordable Housing Trust for of Human Resource Cloud Education® (AFCPE®) with Columbus and Franklin County Solutions at SAP SuccessFactors, consistent support each (AHT), established in 2001, is an
41 Bexley Celebrations and Events Dublin Community Church endowment to provide its donors Avenue Center. Through the Fund of the Bexley Community Foundation with a Charitable Gift Annuity Love Kindness Card, which Foundation This fund will support the work of program. contains a free meal at Reeb The fund will Dublin Community Church as the Avenue Center’s Roots Cafe and support the congregation supports missions in Olentangy Church Fund an all-day COTA bus pass, the City of Bexley the Dublin and greater Columbus The Olentangy Christian program is intended to encourage in presenting communities. Reformed Church Council participation in Reeb Avenue annual established this fund to hold Center’s many services through community Fitzpatrick Family Fund in assets from the sale of church its 13 nonprofit partners once Love events, including the 4th of July Support of the Upper Arlington property. This fund will support Kindness Card recipients arrive Celebration, Main Event, Jazz Community Foundation future charitable interests of the at Reeb. in the Park, Easter Egg Hunt, This fund was church and its congregation. Harvest Festival, and Tree created with S. Innovation Fund Lighting and Menorah Lighting. a gift from Overmyer Hall Associates This fund was the Upper Fund in support of the established Natalie Pedersen Chard Arlington Upper Arlington Community in memory of Memorial Fund of the Dublin Community Foundation Shadowbox Live Community Church Foundation Foundation, made possible Overmyer Hall Co-founder and This fund was established by by Mike and Lisa Fitzpatrick, Associates President, Stev Albert Marion Chard in memory to support participation in youth (OHA) created Guyer. The fund will ensure that of his wife, Natalie Pedersen sports in Upper Arlington. Mike is this fund to Shadowbox Live’s brand of edgy, Chard, to support Dublin President of the construction firm improve the original, risk-taking work carries Community Church’s music Elford, Inc. The Fitzpatricks are quality of life on as the organization continues program and women’s programs. residents of Upper Arlington. in Upper Arlington. OHA and to develop major, innovative the Upper Arlington Community projects from conception to CIHC Fund Green Lawn Abbey Endowment Foundation Board of Directors will production. Stev passed away This fund Fund be co-advisors to this fund. OHA in 2018. will support The historic is one of the fastest growing Columbus Ice 1927 Green property and casualty insurance Dave and Carol Schirner Legacy Hockey Club’s Lawn Abbey agencies in central Ohio. OHA’s Fund of Big Brothers Big Sisters mission to allow is one of partners are residents of Upper of Central Ohio, Inc. youth from central Arlington. This fund was diverse communities and Ohio’s most established by extenuating circumstances in impressive buildings. Largely Prairie Community Fund Big Brothers central Ohio the opportunity to abandoned until as recently The Prairie Big Sisters of develop core values through as 2005, the Preservation Community Central Ohio. hockey and use it as a vehicle Association is working to restore Fund was Through a to open doors and excel in all this architectural gem, a place established to lifetime of service, David and aspects of their lives. where life can be uniquely enhance the Carol Schirner have helped celebrated through art, quality of life thousands of children in our Columbus Metropolitan Club architecture, and history. Though in Prairie Township, one of the community facing adversity Jeffrey Family Legacy Fund much has been accomplished, seventeen townships of Franklin through Big Brothers Big Sisters This fund was established to needs for the building are still County. Prairie Township and its Camp Oty’Okwa. This fund support programs that will create great. This fund will support envisions a fun and healthy honors the Schirner’s legacy of awareness and discussion of interior and exterior preservation community where people of all service and will support their Washington Gladden’s social of this historic landmark with the abilities are able to participate. vision to never turn youth away gospel—a concept and way of ultimate goal of reestablishing it The Prairie Community Fund’s first because of an inability to pay. life that was very important to the as an operating mausoleum. major initiative is to raise funds founder of The Jeffrey Company, to build an artificial turf field that Washington Gladden Social J. A. Jeffrey, and his wife, Celia. Marion Community Foundation will be designed specifically for Justice Park Fund Fund children with disabilities to This fund Columbus Metropolitan Club Established experience the joy of recreation, supports the Smoot Family Legacy in Civic in 1998, camaraderie, and community. development Engagement Fund the Marion and operation This fund was established to Community Reeb Love Kindness Fund of the first support an annual Columbus Foundation Love Kindness social justice Metropolitan Club forum to honor serves Fund helps park in the nation. The park and recognize the Smoot family. thousands of people who share Columbus’ serves as a gateway to an a common concern: improving homeless extended arts campus in the the quality of life in Marion population Discovery District. This County. Marion Community participate destination park is a place where Foundation established this in the many services at Reeb past achievements for social
42 The Columbus Foundation Annual Report 2018 justice are recognized and a Columbus community leader is provided by its sponsor, the support Worthington Historical current struggles are revealed. who was viewed as the father First Congregational Church Society’s mission to create Unique programs sponsored by of the Social Gospel Movement UCC. experiences that inspire interest in the park enable our community and one of the nation’s leading Worthington’s history, maintain to build the path to a better advocates for social justice, the Worthington Historical Society Worthington’s legacy, and future through art, education, park brings awareness of social Endowment Fund preserve properties and and constructive dialogue, concerns while not taking a This fund, collections that provide including its Pathway of Justice specific stand on various causes. in addition educational opportunities to and its current Social Justice The park is operated by a to an already the community. Pioneers Exhibit. Named for community board, and its established Rev. Dr. Washington Gladden, location at Cleveland and Broad fund, will
Scholarship Funds
This fund type is used by donors to help students $ $ $ achieve their educational 234 73,859,487 10K– 22,762,213 goals through scholarships or awards. Donors are involved by defining candidate eligibility, selection, and TOTAL NUMBER OF MARKET VALUE OF FUNDS MARKET VALUE RANGE FUNDS (As of December 31, 2018) award use.
Anonymous (1) established by Paul Falco and his from Cardington. Dorothy played Marc Myers created this fund in wife, Bobbie Hall. The late Paul the school song on the piano at memory of his wife, Ann. They Beattey Family Scholarships J. Falco, who served as mayor of the annual Alumni Banquet for were married for 33 years. Ann This scholarship fund was the Village of Marble Cliff for 36 several years and served on other was an elementary school teacher established by Alan Beattey to years, was an ardent supporter committees. Dorothy passed away in Lancaster for 11 years and then create two scholarships: one of the Village, its residents, and in 2005, and is remembered by all in Dublin for 28 years. She was honoring his father, George the pursuit of lifelong learning. of her family, including all five a mentor to younger teachers “Robert” Beattey, and one The Village of Marble Cliff children, four grandchildren, and and was known to do anything honoring his mother, Mary administered the scholarship four great-grandchildren who for her students. After retiring, Elizabeth Betts Beattey. George fund for many years before have graduated from Cardington. was known for his determination transferring it to The Columbus she volunteered at Habitat for to do his best—on the farm, in Foundation in 2018. Keller Family Scholarship Fund Humanity, Franklin County Food the classroom, on the battlefields This scholarship was created Bank, Franklin Park Conservatory, of WWII Europe, and in the Dorothy Neal Fisher Scholarship by Kay Keller in memory of her and Upper Arlington Library. Ann workplace. To honor that, Fund husband, James Jay Keller, for passed away in 2018. the George “Robert” Beattey The scholarship members of Boys & Girls Clubs Scholarship will support students was established of Columbus (BGCC). “Mr. Jim,” as Racine Women in STEM who display an outstanding by the Fisher he was affectionately called by Scholarship Fund work ethic. Mary, a late-in-life family in the kids and staff, volunteered for Shirley Miller Carpenter has fifth grade teacher for nearly memory of over 20 years at BGCC, starting in developed a strong belief in two decades, reveled in finding Dorothy Neal the 1990s. A dedicated supporter the power of education and the the student who would, with Fisher. She was an active of BGCC, he especially enjoyed potential of every individual. She specialized help or extra attention, supporter of Cardington-Lincoln working with the members. The established this scholarship to do better academically. To honor High School and an active scholarship will continue Mr. encourage young women from her, the Mary Elizabeth Betts member of the Cardington Alumni Jim’s commitment to supporting Beattey Scholarship will support Association. Members of the Club members by helping them her home high school in Racine, students who have been helped, Fisher Family have attended reach their goals through further Ohio to believe in themselves, inspired, or motivated to do better. Cardington Schools since the education and skills development. imagine possibilities, and work early 1900s, and both Dorothy, a toward making those possibilities Paul J. Falco Scholarship Fund member of the class of 1933, and Ann E. Myers Memorial a reality as they seek degrees in The Paul J. Falco Scholarship was her husband, Merle, graduated Scholarship Fund STEM fields.
43 Dr. Raja Scholarship Fund United States in 1969. After the for Jhpiego. In 1984, she moved Group (WISSUG), co-founded the This scholarship was created by death of her husband in 1976, she to Columbus to serve as a board Asian American Commerce Group Vikram and Janet Rajadhyaksha reinvented herself by obtaining member and Minority Business (AACG), and co-founded ASHA- in memory of Vikram’s mother, Dr. a Master of Public Health Coordinator of DLZ Corporation, Ray of Hope. The scholarship will Kasturi Rajadhyaksha. A physician Administration at Johns Hopkins an architectural and engineering support minority female students by training, Dr. Raja was a mother, University, before spending six firm founded by her son, Vikram. who are pursuing a postgraduate grandmother, and community years traveling to more than 20 She later founded the Women medical degree at a medical leader. She immigrated to the countries as the Asian coordinator of Indian Subcontinent Support school in Ohio.
Donor Advised Funds
Flexible and convenient, this is the number one fund choice $ $ $ for many donors. With Donor 1,155 762,370,832 10K– 115,058,800 Advised Funds, the donor receives an immediate tax deduction when they establish the fund, but can take their time TOTAL NUMBER OF MARKET VALUE OF FUNDS MARKET VALUE RANGE FUNDS (As of December 31, 2018) in selecting charities to receive grants from the fund.
Anonymous (24) Ailts Family Fund Its initiative is achieved through and organizations that he cared vehicle and monetary donations about deeply. A loving father and Glen and Shakila Ahrens Family Patricia and David Alexander and a desire to prepare students husband, Chris passed away in Foundation Fund for today’s world by supporting 2018. Glen and This fund was established by programs that streamline Shakila Powell residents Patty and education, providing them with Chuck and Susan Bunting Ahrens Dave Alexander to support their the necessary skills to achieve Family Fund established charitable interests. Dave is a their dreams. Chuck and this family native of Springfield, Ohio. He Susan Bunting fund to serve has a bachelor’s degree from Paula Berry Foundation established this the needs of children, women, Wittenberg University and a law Paula Berry fund to continue and the elderly of central Ohio, degree from The Ohio State and her late a legacy of focusing on the underserved. University. He is a partner at husband, giving to reflect Shakila currently serves on the the law firm of Squire Patton Daryl, were their family’s values and desire to Girl Scouts of Ohio’s Heartland Boggs. Patty is originally from among the give back to the community. They Board as Philanthropy Chair, is the Cleveland area. She has a founders of the support and commit to a number active in WELD—Women for bachelor’s degree from Brown Moo Moo Carwash. Paula’s goal in of nonprofits through volunteer Economic and Leadership University. They have three adult creating this fund is to support the capacities, including Nationwide Development, is on the United children. community where she raised her Children’s Hospital, Pelotonia, Way Women’s Leadership family and grew the business. The Ohio State University Wexner Council as a mentor, and AMK Red Fund Medical Center, Friends of Metro participates in NAWBO— Chris Bradley Memorial Fund Parks, as well as Muskingum and National Association of Women Axles for Hope Fund This fund was Otterbein Universities. Chuck and Business Owners. Their fund There is more established in Susan reside in Galena. is dedicated to the quality than one path memory of Chris care of elderly persons, the to a successful Bradley, Chief Stuart B. Burgdoerfer Fund empowerment and mentorship career and life. Meteorologist Stuart Burgdoerfer is Executive for women, and the critical The Hourglass for WBNS-TV Vice President and Chief needs and continuing education Foundation (Channel 10). Chris was an active Financial Officer at L Brands. of children. The Ahrens reside believes this by supporting member of the Columbus A graduate of Indiana University in Dublin with their two children, trade schools and community charitable community and his and the Kellogg Graduate School who also actively participate in colleges with scholarships for church. Contributions to this fund of Management at Northwestern giving back to the community. the underserved community. will be used to support causes University, he serves on
44 The Columbus Foundation Annual Report 2018 the boards of Progressive Catherine Colopy-Nelson Fund Jim and Nona Durham Fund undergraduate and medical Insurance Corporation and KIPP This fund was degrees from The Ohio State (Knowledge is Power Program) D’Angelo Family AMDG Fund established University. A retired family of Columbus, and is involved in Raymond D’Angelo established by Columbus physician, Alice received her a number of other community this fund to fulfill his family’s residents Jim undergraduate degree from and charitable activities. Stuart concerns for the neediest and Nona the University of Connecticut is the father of three children members of society through Durham and medical degree from the and resides in New Albany. This grants to Ohio organizations. to help them achieve their University of Toledo College of fund was established to help him The fund follows St. Ignatius’ charitable goals. Jim is Director Medicine. Alice and Ron reside support his favorite causes and call that we all are men and of Homeownership at the Ohio in Delaware. organizations. women for others “for the greater Housing Finance Agency, and glory of God” or “Ad Majorem previously worked as a vice Gaughan Foundation The Candle Lab Foundation Dei Gloriam” (AMDG). president at Fifth Third Bank. He This fund was This fund was has a degree from the University established established Deem Family Fund of Mount Union. Nona was by Alice by The Treasurer and Chief Financial and Edward Candle Elfi Di Bella Family Trust Fund Officer at Arlington Bank from its Gaughan to Lab owners This fund was inception in 1999 until its sale in support their Steve and established 2017. She has a degree from charitable goals. The Gaughan Katesha Weaver to support the by longtime The Ohio State University. family has been active in the Irish company’s philanthropic and central Ohio cultural community for years. community engagement efforts. community Eastminster Legacy Fund They are fundraising to continue The Candle Lab is a custom leader Elfi Di This fund was supporting their favorite nonprofit fragrance business started in Bella to support her many established to organizations. 2007 as a small candle shop in carry on the philanthropic interests. Elfi has downtown Worthington. It has philanthropic Grant-Petrecca Family Fund worked in numerous business now grown to seven stores in mission of and nonprofit leadership Ohio and Pennsylvania, with Eastminster Kevin and Monica Grennan Fund capacities, currently serving as a scent design center and Presbyterian Church, formerly Executive Vice President of production facility in Columbus. located at 3100 East Broad Street, Guisinger-Salmen Family Fund CAPA, following several years upon the sale of the church Ron Guisinger as President and CEO of YWCA Critical Need Alert: property. and Bob Salmen Columbus, and prior to that as Our Kids Fund believe in President of the Huntington This Critical Need Alert was Tami and Bill Ebbing Fund the power of Foundation. Passionate about developed as a shared investment This fund was established by community and helping others succeed, she opportunity to benefit kids in our New Albany residents Tami felt that a Donor serves as a Commissioner for community. Funds raised through and Bill Ebbing to support their Advised Fund at The Columbus the City of Columbus Community this effort will support two groups philanthropic interests. Bill is Foundation was the best way to of children who need our help: Relations Commission and is president of The New Albany support their charitable goals. youth experiencing homelessness a member of the Otterbein Company. A graduate of Miami Ron is currently a consultant and the 22,000 young people University Women’s Leadership University, Bill has served on with Benefactor Group and Bob who could lose access to early Network Advisory Council, the numerous boards, including recently retired from the Wexner childhood education due to International Women’s Forum, United Way of Central Ohio, Ohio Medical Center and worked at a state mandate on childcare and the Columbus Community Dominican University, the Jeanne University Hospital East. Ron centers, scheduled to take effect Trust. She holds a bachelor’s B. McCoy Community Center for previously served on the HRC in 2020. degree in business management the Arts, and The New Albany Columbus Steering Committee from Franklin University and Community Foundation. Tami and Board of Governors. Both Columbus Chapter ASIS Donor resides in Upper Arlington. and Bill have two daughters. Ron and Bob are graduates of Advised Fund The Ohio State University. This fund Allison and Sanjay Dolwani Edwards Family Foundation has been Family Fund John and Victoria Hart Fund established This fund will support the Fluffy Fund for the purpose philanthropic interests of Allison The Fluffy Fund was created to Mack D. Hartwell Fund of assisting and Sanjay Dolwani. Allison support charitable interests in communities has a bachelor’s degree from central Ohio and beyond. HD Family Fund and organizations in central The University of Arizona and a Ohio, by providing a one-time master’s degree from The Ohio Frazier Family Fund Terri Hill and David LaPaul monetary grant that will be used State University. Sanjay has a This fund was established by Foundation for the purpose of addressing a bachelor of science in industrial Ronald Frazier, M.D., and Alice Terri Hill and David LaPaul need related to safety, security, science from the University of Frazier, M.D., to support their established this fund to support or crime prevention. Arizona. The couple resides in charitable interests. Ron is a their charitable interests. Terri is Arizona. retired cardiologist with both a retired Nationwide executive
45 and currently works as an April and Todd King Fund father, Gelindo Richard and Jo Anne McClead executive coach. She has a This fund was established by “Lindy” Infante. Family Fund bachelor’s degree from Arizona Dublin residents April and The Lindy Richard McClead, M.D., and Jo State University. David is SVP, Todd King. Infante Anne McClead established this Treasurer at Nationwide and has Foundation fund to support the charities a bachelor’s degree from the Knight Family Charitable Fund provides that are important to them and University of Texas and a master financial assistance their family. Richard is the former of business administration from Peter and Heidi Kourlas Family and support to children in need, Associate Chief Medical Officer Rice University. Fund helping them to participate at Nationwide Children’s Hospital. Heidi and Peter Kourlas in youth sports and have an They reside in Gahanna. Holt Family Fund established this fund to begin opportunity to unlock their full Bruce Holt began his career their family legacy of giving. potential. Robert McKell Memorial Fund in 1996 as a CPA and is now Pete is a hematology and Jennifer a financial advisor with UBS. oncology specialist at Columbus James P. and Hallie M. Loomis Thompson Bruce and his wife, Carrie, Hematology and Oncology. Charitable Fund McKell created live in Lewis Center and have Heidi and Pete have four children Jim and this fund to four children. The Holts are and reside in Upper Arlington. Hallie Loomis honor the members of LifePoint Church established memory of her and actively involved with Big Kovach Family Fund this fund to late husband Robert McKell, who Brothers Big Sisters of Central create their passed away in 2016. Bob worked Ohio and Nationwide Children’s Brad and Seyla Kramer Family own charitable for 66 years with Horizon in Hospital. This fund will help Foundation legacy. Jim retired from the Chillicothe and its predecessor facilitate the family’s giving. Columbus Regional Airport company, including service as Ann and Michael LaRocco Family Authority and Battelle, and Hallie President and Board Chairman. Imagine Foundation Foundation retired from Riverside Methodist Jennifer is a graduate of Miami The Imagine Foundation was This fund was established by Hospital. They have two University and Indiana University. established by an anonymous Michael and Ann LaRocco to daughters and four grandchildren. She was Director of the Chillicothe donor to support causes that support their current giving and Ross County Public Library for are important to him. interests, as well as develop Louise Fund 31 years. She lives in Chillicothe their long-term philanthropic This fund was and is Vice Chair of the Board of Mr. Stephen and Dr. Rebecca plans. Michael is the Chief established by Adena Regional Medical Center. Johnson Fund Executive Officer of State Auto The Columbus This fund was established Insurance, and Ann is active in the Foundation’s McLaughlin Fund by Upper Arlington residents community. Ann is originally from Governing Mr. Stephen and Dr. Rebecca Denmark and Mike is originally Committee to Ann and Doug Metz Foundation Johnson to carry out the couple’s from Cleveland. The couple now recognize the work of Carol M. Fund charitable goals. Stephen earned resides in Upper Arlington. Harmon, who was employed at This fund was his bachelor’s degree from The The Columbus Foundation for established by Ohio State University and is Sungkyu Christopher Lee, M.D. 26 years. Carol retired from her Worthington recently retired from JPMorgan Family Fund position as Vice President for residents Doug Chase. Rebecca earned her Sungkyu Christopher Lee, M.D., Communications and Marketing and Ann Metz to doctorate from The Ohio State a retired radiologist, created this in 2017. The fund is named for carry out their University and has taught at OSU, fund to support organizations he Carol’s mother, Louise Wilson charitable goals. They have two Capital University, and cares about. He was born and Malits, who worked at The sons and one daughter. They Ohio Christian University. raised in South Korea and is a Columbus Foundation for more are owners of Wyandot Land graduate of the medical school than a decade after being hired Company. Doug has a bachelor’s Kendall Family Foundation at Yonsei University in Seoul. by longtime Foundation director degree from Miami University and Ed and Dawn He did his residency training at Richard Heer Oman in the late a law degree from Capital Kendall Georgetown University before 1970s. Carol and her husband, University. Ann has a bachelor’s established this working at Grant Hospital in Chuck, live in Dublin. They have degree from The Ohio State fund to support Columbus for 35 years. After two daughters and two University. their charitable Grant Hospital, he worked nine granddaughters. goal of more years at OSUWMC before Olivia A. Midnight Memorial providing sustainable support to retiring. He has a son, Bryan Lee, Gwyneth O. and Harris D. Fund local organizations dedicated to who is a fellow in cardiology at Matthews Fund This fund honors poverty alleviation, education, The Ohio State University, and This fund was established by the life of Olivia and life-changing experiences one grandchild. Columbus residents Jeff and “Liv” Midnight. for families in our community. Ed Celena Matthews. Named for She was an and Dawn reside in Worthington Lindy Infante Foundation their children, Gwyneth and independent, and have three children. Brad and Stephanie Infante Harris, this fund will be used by friendly, artistic started the Lindy Infante the Matthews family to teach young woman who cared deeply Foundation in honor of Brad’s their children philanthropy. for all around her and wanted
46 The Columbus Foundation Annual Report 2018 everyone to be included. Olivia Nils Muladore and Stacey Wealth Manager and Partner at school teacher who worked with was a student at Thomas Wideman Muladore Family Fund Waller Financial Planning Group. hearing-impaired children. Bill and Worthington High School. Nils Muladore and Stacey They have three children: Pat have two children and two Established with the support of Wideman Ataleigh, Alese, and Anders. grandchildren and are residents many friends and family members, Muladore of Westerville, as well as Tarpon this fund will carry forward Liv’s established this Susan Kinsey Pearson Memorial Springs, Florida. passions and her love of life. fund to support Fund She passed away in 2018 at the their many This fund was Popp Family Foundation age of 17. philanthropic established by interests. Nils has a keen interest Kathryn V. Probert Family Fund Milligan-Daiber Family Fund in historic preservation, and Paulson and William and Belinda Probert Ruth Milligan and Dave Daiber Stacey has served on the board of Matthew A. established this fund to support created this fund to facilitate CHA Animal Shelter for 15 years. Paulson, D.D.S., their favorite charities, especially their family’s philanthropy. Ruth Stacey and Nils are newlyweds. in honor of Kathryn’s grandmother, their church, Grace Avenue United and Dave have two children and Nils recently retired from OCLC, Susan Kinsey Pearson. This fund’s Methodist Church. The Proberts reside in Clintonville. and Stacey works as Deputy purpose reflects who she was: reside in Prosper, Texas. General Counsel at STRS Ohio. a kind and gentle soul. Her JD Mitchell Family Foundation Residents of Worthington, they passions will be the primary areas Ramaswamy Family Fund also spend time in Breckenridge, of giving for this fund. These Chakravarthi Karen and Randall Moore Family Colorado and Miramar Beach, include ensuring access to Ramaswamy, Fund Florida. nutritious food, animal welfare, M.D., is currently Upper Arlington children’s programs, and nature the President residents Karen Kendra Seitz Nordquist and conservation. Susan would be of Columbus and Randall William A. Nordquist Fund delighted to have her memory Nephrology, Inc. “Ed” Moore This fund will be used to support honored in this manner. and is a board-certified established this the philanthropic work of nephrologist. In addition to fund to support Worthington residents Kendra Petro Family Fund extensive medical training and the community and their favorite and Bill Nordquist. Angela and John Petro, longtime research in India and Great Britain, charities. Ed majored in math residents of German Village, he completed a residency at Long at Massachusetts Institute of ODW Logistics/Ness Family established this fund to begin an Island Hospital in New York and a Technology and received a law Foundation intentional journey of giving back fellowship at Vanderbilt University. degree from the Moritz School of Founded in 1971, to a city they love. They have a Bhuvaneswari Ramaswamy, M.D., Law at The Ohio State University. ODW Logistics special interest in social justice is a breast medical oncologist and He recently retired following a is a family- and equity for all citizens. Angela currently a professor and chief of long career as a bond attorney owned business owns Together & Company and the Breast Oncology Division at at Bricker & Eckler LLP. Karen that specializes Sweet Carrot, and is Board Chair the OSUCCC – James. She graduated from Ohio University in building of The Women’s Fund of Central completed medical training in and received a law degree from customized supply chain Ohio. John is an attorney and Great Britain, a residency at OSU. She is a practicing estate solutions. The company and the currently works at Cristo Rey High Mount Carmel Medical Center in planning attorney at Vorys, Sater, Ness family will use this fund to School as the Work Study Director Columbus, and a fellowship at The Seymour and Pease LLP. Karen is further its commitment to helping of Sales. Ohio State University. In addition a past co-chair of The Columbus organizations in the communities to their professional dedication, Foundation’s Professional Council where ODW does business and Piper Family Fund both Bhuvana and Ram are active and past president of the elsewhere. Farley and Karen Piper, founders in the community and sensitive to American College of Trust and of CWI Gifts, established this fund its social and cultural needs. This Estate Counsel (ACTEC), an Chris and Michelle Olsgard Fund to support their giving interests fund will help the family achieve organization of trust and estate Chris and in furthering the education, its charitable goals. Bhuvana and attorneys elected by their peers Michelle development, and welfare of Ram reside in Powell. for substantive excellence and Olsgard future generations. They reside highest ethical standards. Karen established in Englewood, Florida. Thomas and Victoria Reidy Fund has taught a number of classes this fund to This fund was established by Tom as an adjunct professor at OSU. support their Polhamus Family Foundation and Vicky Reidy to facilitate and Ed and Karen have two adult numerous charitable interests This fund was established by support their charitable giving. children; their daughter is a and help instill a duty of Bill and Pat Polhamus to support physicist in Washington, D.C. philanthropy in their family. Both their favorite organizations. Bill Reif Family Fund and their son is a mergers and are graduates of The Ohio State is an attorney in private practice acquisitions attorney practicing University Fisher College of and works in an “of counsel” Karen Roshon Fund in New York. Business. Michelle is Sr. Manager position with the law firm of Willis of Testing at Abercrombie & Spangler Starling focusing on Linda and Craig Roubinek Fund Fitch. She is currently serving as Ohio Workers’ Compensation and League President of the federal Social Security disability Childhood League. Chris is a claims. Pat is a retired elementary
47 Rudner Family Fund Kappy and Dave Sarver Family effective partners that get results. Whitaker-Barker Fund William and Fund United Way established this fund Barbara Rudner David and to provide its donors with David L. and Cynda K. Widder established this Kathleen additional philanthropic vehicles Fund fund to support “Kappy” Sarver and services. This fund was established by organizations established this David and Cynda Widder to that are fund to help Wagner Family Fund help facilitate their charitable important to them. Both Bill and their family giving. They met while attending Bonnie are graduates of The Ohio support its favorite causes. Sharon and Patrick Wathen Otterbein University. Dave is a State University. Bill is a longtime Residents of Westerville, David Family Foundation realtor with The Widder Group CPA, and Bonnie is a retired retired from FirstMerit Bank in Sharon and Patrick established and is associated with Coldwell dental hygienist. They reside in Akron as a senior vice president this fund to support their various Banker King Thompson. Dave Blacklick. of finance, and Kappy is a retired philanthropic interests, with a and Cynda have two children, high school teacher, having taught focus on helping disadvantaged three grandchildren, and reside Maria C. Santoyo-Stein and at Boardman High School and kids. Patrick is Senior Vice in Westerville. Dennis Stein Foundation Tallmadge High School. President of the Hilliard-based Maria C. real estate firm Equity, LLC, and Wolff-Swain Fund Santoyo-Stein, Schaffir Family Fund serves as managing partner of Created with a M.D., Equity Velocity Funds, which gift from Tally established this Marcia Katz Slotnick Fund provides access to diverse real Wolff and Jack fund to support Marcia Slotnick is a longtime estate investment opportunities. Swain, this fund a range of resident of the Clintonville Sharon taught at both Circleville was established causes. A retired anesthesiologist, neighborhood. She has a High School and Franklin to support the she is a Columbus resident and a bachelor’s degree from Indiana Heights High School. These couple’s favorite organizations. native of Mexico. After graduating University Bloomington and a experiences help inform their Tally and Jack were married in from medical school at law degree from The Ohio State desire to support kids not as September 2018. Tally is the Chief Universidad Autonoma de Nuevo University. Marcia worked for the fortunate. Patrick and Sharon of Learning Success at WeThrive, Leon, she did post-graduate State of Ohio as legal counsel for are a “Miami Merger” having and Jack is a consultant for training at the then Jefferson many years, retiring from the Ohio met at Miami University. They Chartis Group. They reside in Medical College in Pennsylvania Department of Job and Family have three children and reside Brooklyn, New York. as a research associate in the Services. This fund will support in Hilliard. department of pharmacology. her charitable interests, largely in York Refugee Endowment Fund She proceeded to do the arts and health. Dennis and Julie Weinzierl anesthesiology training and Family Fund Fred and Nancy Zantello Fund teaching at Presbyterian Mark and Gail Storer Fund This fund was This fund was established by University of Pennsylvania This fund was established by established by Bexley residents Fred and Nancy Hospital before moving to Mark and Gail Storer to support Pickerington Zantello to support organizations Columbus, where she worked as their charitable giving. Mark is a residents that are important to them. Fred an anesthesiologist for 37 years member of the Board of Trustees Denny and has a bachelor’s degree from before retiring. Dennis Stein was of The Wesley Communities. Gail Julie Weinzierl. Central Michigan University and born in Czechoslovakia. He was is a member of the Columbus Denny is the former owner of the a law degree from Michigan the sole survivor among his Symphony Chorus. The couple Weinzierl Agency, an insurance State University College of Law. immediate family of the Holocaust. resides in Bexley. and financial services business He is a retired attorney who Dennis attended the University that he sold in 2017. He is a previously worked as Executive of Chicago before obtaining a Swisshelm Family Fund graduate of Robert Morris Vice President and member of bachelor of science degree and Richard and Sheridan Swisshelm University. Julie is a retired the Board of Trustees at Glimcher a master’s degree in engineering reside in Westerville. The elementary school teacher, with Realty Trust. He also worked for from The Ohio State University. Swisshelm Family Fund will degrees from Muskingum over two decades as Executive He then worked as an engineer support Dick and Sheri’s favorite University and Ashland Vice President at Ramco- at Boeing’s Vertol division in charities, including Global University. Denny and Julie have Gershenson Properties Trust. Philadelphia, among other places. Giving, Faith Mission, Mid-Ohio five adult children and ten Nancy has a bachelor’s degree After retiring from engineering, Foodbank, and WARM, among grandchildren. This fund was from Central Michigan University. Dennis later worked as a broker many others. established to help the family She taught high school for several in Columbus. He passed away support organizations that are years and also taught at The Art in 2011. United Way of Central Ohio important to them and the needs of Positive Parenting for numerous Fund of the central Ohio community. years here in Columbus. United Way of Central Ohio is focused on fighting poverty by investing in the most
48 The Columbus Foundation Annual Report 2018 Community Foundations, Inc.
Community Foundations, Inc., a statewide affiliate, was $ $ $ established in 1987 to enable 151 63,041,013 10K– 11,209,384 donors to support nonprofit organizations primarily in the state of Ohio, and beyond the central Ohio region. TOTAL NUMBER OF MARKET VALUE OF FUNDS MARKET VALUE RANGE FUNDS (As of December 31, 2018)
FIELD OF INTEREST Imagination Library Fund of the support and accept gifts on behalf Pickaway County Community of Pickaway County’s Imagination Foundation Library Project. This fund will This fund was provide books annually to children created by the from birth to five years old. Pickaway County Library as a fund of the Pickaway County Community Foundation to
Emergency Assistance Programs
Launched in 2017, these funds are established by businesses to $ $ $ provide grants for food, shelter, 6 328,701 10K– 41,068 and other basic needs for associates who are experiencing financial challenges due to an unexpected hardship. TOTAL NUMBER OF MARKET VALUE OF FUNDS MARKET VALUE RANGE FUNDS (As of December 31, 2018)
KeyBank Hardship Relief ODW 638 Associate Program Thirty-One Family Fund White Castle Team Member Program Fund This fund will Relief Program This fund The purpose provide White Castle will provide of this fund emergency created the emergency is to provide assistance to Team Member assistance to emergency Thirty-One Gifts Relief Program KeyBank assistance employees who to feed the employees to ODW have experienced a financial souls of its who have experienced a hardship employees who have hardship due to a qualified team members by providing due to a qualified disaster or experienced an unexpected disaster or emergency hardship. emergency assistance for those unexpected emergency. emergency hardship or qualified experiencing an unexpected disaster and, as a result, are hardship. struggling to meet their basic needs.
49 Legacy Society
The Legacy Society thanks and recognizes those 2018 Planned individuals who have let the Foundation know they plan to leave a gift to the community through a bequest, Gift Donors trust, life insurance policy, retirement fund, or Charitable Gift Annuity. Anonymous (10) Dale Abrams More than 740 Planned Gift donors are part of The Louise J. Alluis Columbus Foundation’s Legacy Society, which invites Linda K. Barber and Ryan M. Barber members to participate in a wide range of Foundation Raymond E. Barker, M.D. and events, activities, and initiatives. Marilyn M. Barker Doris J. Barr* Alan Beattey Joanne Bennett* Bruce E. Claggett* Jonathan and Michele D. Disbro J. Patrick Doust and Richard A. North Robert L. Fine Beth Fisher Dr. Michael W. Flamm John P. Fosness* 747 54 Gloria A. Heer* Karen L. Hendricks Gertrude L. Jacob* Jeff W. and Mary Dana Johns LEGACY SOCIETY MEMBERS NUMBER OF NEW PLANNED GIFTS IN 2018 Lawrence Koegel, Jr. As of 12/31/18 Emilie Korthals Martha D. Livingston Margaret and Michael Long Denny C. and Suzanne E. Mardas Emily B. McGinnis Ruth Milligan $ Elliot L. Neufeld James E. and Jayne R. Nicholson 96,856,179 Chad and Scott Oman Dustin and Beth Ann Phifer Maria C. Santoyo-Stein Tadd and Nancy Seitz TOTAL AMOUNT IN PLANNED GIFTS COMMUNICATED IN 2018 Geno Shifrin Tim Shuckerow Kellie Sinclair Claude and Connie Slisher Doug and Phyllis Smith Barbara Trueman Ms. Agnes Vishnevkin and $ Dr. Gleb Tsipursky Matthew D. and Seanna C. Walter 997,643,141 Marcia L. Wetherbee* Steven K. Weyl and Karlene Weyl Forest* and Emma Jean* Williams Alan Wincek and H. Marjorie Troupe TOTAL OF FUTURE PLANNED GIFTS DOCUMENTED TO DATE Robert O.* and Jane* Zimmerman
* deceased
50 The Columbus Foundation Annual Report 2018 Supporting Foundations
30 $460,580,120 $53,531,460
NUMBER OF SUPPORTING FOUNDATIONS COMBINED MARKET VALUE COMBINED 2018 GRANTS PAID (As of December 31, 2018) (Before inter-Foundation eliminations)
Each Supporting Foundation tells an Current Supporting Foundations inspiring, personal story, such as families Anonymous (1) working together across generations to Battelle Charities make a difference in their communities, Borror Family Foundation Central Benefits Health Care Foundation and corporations engaging their associates Columbus Youth Foundation to be active community volunteers while Community Gifts Foundation Crane Family Foundation providing significant grants to support William H. Davis, Dorothy M. Davis and causes they care about. William C. Davis Foundation Paul G. Duke Foundation Often the numbers tell their own story, of the power of investments The FG Foundation in the community, compounded over time. Since the first Supporting John B. and Dareth Gerlach Foundation Foundation was created in 1976, Supporting Foundations have John J. and Pauline Gerlach Foundation collectively paid more than $661 million in grants. Greer Foundation Hinson Family Trust Supporting Foundations are designed to continue in perpetuity. Ingram-White Castle Foundation To help each Supporting Foundation accomplish its unique goals Kidd Family Foundation while adhering to original donor intent, The Columbus Foundation’s Arthur and Sara Jo Kobacker, expert staff offers professional services and a philanthropic family Alfred and Ida Kobacker Foundation office approach to current and future generations. L Brands Foundation Marsh Family Foundation From brainstorming with families about mission statements, John H. McConnell Foundation facilitating cross-generational philanthropic projects, and identifying Meuse Family Foundation critical community needs for grant investments, to developing Moritz Family Foundation investment policies and grants management, our staff is here to Isabelle Ridgway Foundation take care of the details, allowing donors to focus on the fun and Roush Family Foundation fulfillment of philanthropy. James A. and Kathleen C. Rutherford Foundation The Shackelford Family Foundation Siemer Family Foundation Siemer Institute Margaret and Robert Walter Foundation Robert F. Wolfe and Edgar T. Wolfe Foundation
51 2018 Awards
THE HARRISON M. SAYRE AWARD Founders of The Women’s Fund of Central Ohio
Pictured (l–r): Emily Rutherford, Judy Garel, and Mary Lazarus were all part of the early conversations that formed The Women’s Fund of Central Ohio.
THE COLUMBUS FOUNDATION AWARD Community Development for All People / Rev. John Edgar
Rev. John Edgar (center) accepts The Columbus Foundation Award on behalf of Community Development for All People.
52 The Columbus Foundation Annual Report 2018 THE SPIRIT OF COLUMBUS AWARD Leaders of the Central Ohio Arts Community
Past and present Spirit of Columbus honorees gathered at The Columbus Foundation: First row (l–r): Barbara Fant (staff), Tanny Crane (2016), Michelle Alexander (2017), Suzan Bradford Kounta, Scott Woods, Sheri Neale, Cristyn Steward, and Duarte Brown. Second row (l–r): Michael B. Coleman (2015), Mark Lomax (staff), Carnell Willoughby, William Evans, Jane Grote Abell (2016), Corey Favor, Jeni Britton Bauer (2013), Marshall Shorts, and David Brown (2013).
5 NONPROFITS TO WATCH—2018 City Year Columbus, Columbus Humane, CompDrug, Dave Thomas Foundation for Adoption, Per Scholas Columbus
5 Nonprofits to Watch leaders (l–r): Rita Soronen, Dave Thomas Foundation for Adoption; Tasha Booker, City Year Columbus; Dustin Mets, CompDrug; Rachel Finney, Columbus Humane; and Toni Cunningham, Per Scholas Columbus.
53 2018 Financial Summary
As you will see on the following pages, 2018 was another successful year for The Columbus Foundation and our Supporting Foundations. It was a very strong year for our donors and their generosity, as $170.5 million in gifts was contributed to The Columbus Foundation and our Supporting Foundations in 2018. And, even more impressive, grant distributions paid out to nonprofit organizations reached a record level in 2018, as $224 million was distributed to organizations during the year, the most ever in our 75-year history!
s far as investment And, finally, we continue to be proud of performance, 2018 turned out our lean and efficient organization, in which to be a difficult year as broad our operating expenses in 2018 made up market indexes in virtually all only 0.45 percent of our total asset balance. asset classes were negative This rate continues to be one of the lowest Afor the year. As a result of this challenging in our industry for similarly sized community environment in 2018, and in particular the foundations. latter part of the year, our primary long- Thank you for your continued term portfolio returned -6.2 percent in partnership with The Columbus Foundation. 2018. Even though investment returns We strive every day to prudently protect finished the year in negative territory, we the assets contributed to us and to carry remain committed to our low-cost, broadly out the charitable endeavors of our donors. diversified portfolio and feel comfortable with our investment approach as we move Respectfully, into the future. In regards to total assets, The Columbus Foundation and our Supporting Foundations remained steady and finished 2018 with a total asset balance of $2.15 SCOTT G. HEITKAMP, CPA Vice President and Chief Financial Officer billion, which is slightly lower than the prior year. The record amount of grant distributions, along with a challenging year for investment performance, prevented the asset base from increasing in 2018.
54 The Columbus Foundation Annual Report 2018 GROWTH OF GIFTS (in millions) for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc. Gifts Received for the Community
$200 In 2018, the Foundation and its related entities received a total of $170.5 million in $170.5 new donations and bequests. Since 1944,
150 generous donors have made gifts totaling more than $3.2 billion dollars! $126.0 $109.1 100
$70.4 $68.0
50
$30.2 $22.7
0 1990 1995 2000 2005 2010 2015 2018
GIFTS BY FUND TYPE AND SUPPORTING FOUNDATIONS (in millions)
2017: $205.3 Million Total 2018: $170.5 Million Total
$150
$132.4 125
100
75 $68.8
50
$34.0 $30.8 $33.9 $29.7 25 $22.5 $17.7
$3.0 $3.0 0
DONOR DESIGNATED & UNRESTRICTED SUPPORTING OTHER ADVISED ENDOWMENT & FIELD OF FOUNDATIONS INTEREST
55 2018 Financial Summary
GROWTH OF GRANTS PAID (in millions) Grants Distributed to the for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc. Community
Grants awarded in 2018 went to more $225 $224.2 than 4,000 nonprofit organizations. Since the first grantmaking year in 1944, The 200 Columbus Foundation has distributed $2.5 175 $176.6
billion in grants. While the majority of the 150 Foundation’s overall grantmaking continues to be distributed to central Ohio nonprofits, 125 the Foundation also distributes grants to 100 $96.1
organizations throughout the state of Ohio, 75 $65.6 across the country, and internationally. The $57.6 majority of grantmaking by the Foundation 50 and its donors focuses on education, social 25 $24.1 $13.5 $5.7 services, and the arts. 0 1985 1990 1995 2000 2005 2010 2015 2018 A Record Year
For the third consecutive year, The Columbus Foundation, its Supporting Foundations, and Community Foundations, GRANTS PAID BY FIELD Inc., an affiliate organization, reached for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc. an all-time record of grant distributions paid.
9.1% 25.1% Health
Education 21.8% $ Social Services 224 Million 4.8% 25.3%
Urban Affairs Arts
13.9%
Advancing Philanthropy, Religion, and Gifts of Kindness
56 The Columbus Foundation Annual Report 2018 GROWTH OF ASSETS (in millions) for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc. Assets
Combined assets of The Columbus Foundation and its related entities ended $2,500 2018 with a total market value of $2.15 billion. The Foundation continues to be one of the $2,150.0 2,000 nation’s largest community foundations, with
$1,746.0 more than half of its growth occurring over the past decade. 1,500 Continued growth in Donor Advised 1,000 $1,061.0 Funds and Supporting Foundations is an $850.1 indication of donors’ desire to give back $677.9 to our community. This growth is also an 500 $312.3 indication of the dedicated stewardship of $167.3 the Foundation’s Governing Committee, $82.8 0 staff, and its many committee volunteers. 1985 1990 1995 2000 2005 2010 2015 2018
ASSETS BY FUND TYPE for The Columbus Foundation, Supporting Foundations, and Community Foundations, Inc.
21.4% 36.4% Supporting Donor Advised Foundations $2.15 9.2% The Funds for Billion Columbus 13.5% (Unrestricted) Designated
4.1% 6.4% Scholarship Organization Endowment
7.9% 1.1% Field of Interest Administrative
57 2018 Financial Highlights $ 3.2 Billion
Total Gifts Received Since 1944
$ 224,158,854 $ 170,538,438
Total Grants Paid to 4,018 Nonprofit Total Gifts Made to New and Existing Funds Organizations in 2018 and Supporting Foundations in 2018 $ 2.15B Tenth
Total Assets Held in 2,738 Funds Asset Ranking Among More Than 750 and 30 Supporting Foundations Community Foundations in the United States
58 The Columbus Foundation Annual Report 2018 $ 2.5 Billion
Total Grants Awarded Since 1944
$ 96,856,179 $ 997,643,141
Planned Gifts Communicated in 2018 Total of Future Planned Gifts Documented to Date
182 $ 2.7M+
New Funds Established in 2018 Total of Scholarship Grants Awarded in 2018
59 Center for Corporate Philanthropy
The Columbus Foundation’s Center for Corporate Philanthropy is designed to help both established and new businesses make their charitable investments as cost effective and efficient as possible. Tailored to each unique business and offering expert community knowledge, the Center helps businesses develop and implement a custom corporate giving program that reflects the company values. Services include Corporate Donor Advised Funds, Emergency Assistance Programs, Scholarship Programs, matching gift programs, community research, and administrative processing of donations and grants.
ALIGNMENT RETURN ON ENGAGEMENT SHARED INVESTMENT KNOWLEDGE
Create a philanthropic Minimize the Offer an easy and Enhance your impact plan that aligns with administrative tasks inspiring way for through access to your company’s values, associated with corporate company employees community experts with business strategy, and philanthropy while and leadership to give extensive knowledge community goals, and maximizing benefits to others, including about nonprofit then make high-impact for your business, employees in need. effectiveness and community investments employees, and the purpose-aligned giving wherever you do community. opportunities. business.
60 The Columbus Foundation Annual Report 2018 Center for Corporate Philanthropy Partners
As of 12/31/18
Anonymous (2) Commonhouse Ales Homeside Financial The Ohio Machine
889 Global Solutions Compass Financial Group Huntington Bancshares, Inc. Overmyer Hall Associates
Abercrombie & Fitch Continental Building Systems IGS Energy PDS Planning
AEP Ohio Cramer & Associates IBM iX PetPeople
Air Force One Crane Group Interim Healthcare PNC
Alliance Data Crow Works International Risk Consultants Print Syndicate
Atlas Butler Heating & Cooling Daimler Group Integrated Leadership Systems R & L Carriers
Balanced Yoga Dawson Companies The Jeffrey Company RAMA Consulting
Barbasol Design Group Jeni’s Splendid Ice Creams Rev1 Ventures
Battelle Diamond Hill Capital Management JPMorgan Chase RG Barry Brands
Benefactor Group Donaldson Plastic Surgery Kaufman Development Rocky Fork Company
Big Lots Easton Town Center Kayne Law Group Rusty Bucket Restaurant and Tavern
Big Walnut Grill e-Cycle Kegler Brown Hill + Ritter Schoedinger Funeral and Cremation Services Bob Evans Farms Elford, Inc. KeyBank Scotts Miracle-Gro Company Bopp-Busch Manufacturing Company ELK Promotions, Inc. Kroger
Budros, Ruhlin & Roe, Inc. Epcon Communities L Brands Smart Business Network
The Candle Lab Fast Switch Lightwell Suburban Steel Supply
Capital Asset Management, Inc. Feazel LIT Love Life + Yoga Taft Stettinius & Hollister LLP
CD102.5 Fifth Third Bank Medical Mutual of Ohio Thirty-One Gifts
Central Ohio Primary Care Physicians Fishel Company Merion Village Dental Tri-W Group, Inc.
Central Ohio Urology Group, Inc. Flexco Fleet Services MES, Inc. Tween Brands, Inc.
City Barbeque Geotechnical Consultants, Inc. MGF Sourcing Waller Financial Planning Group
The Champion Companies Gideon Development Partners Nationwide Insurance WesBanco Bank, Inc.
CMAX Advisors Grange Insurance NetJets Westwater Company
Columbus Board of Realtors GREENCREST Nina West LLC White Castle System, Inc.
Columbus Eyeworks Happy Chicken Farms NorthSteppe Realty Worthington Industries
Columbus Radio Group HER Realtors ODW Logistics, Inc. Yoga on High
61 2018 Governing Committee
A Governing Committee of nine volunteers provides stewardship for The Columbus Foundation and its charitable activities.
Matthew D. Walter Nancy Kramer George S. Barrett CHAIRMAN VICE CHAIRMAN
Joseph A. Chlapaty Michael P. Glimcher Lisa A. Hinson
C. Robert Kidder Katie Wolfe Lloyd Dwight E. Smith
62 The Columbus Foundation Annual Report 2018 Volunteers
As of 12/31/18
SUMMER FELLOWSHIP SELECTION INVESTMENT COMMITTEE Each year, dedicated volunteers join The COMMITTEE Matthew D. Walter, Chairman Columbus Foundation to help achieve Courtnee Carrigan Steven P. Eastwood, CPA our mission of assisting donors and Dionne Custer Edwards James P. Garland Bill Habig others in strengthening and improving Edgar W. Ingram III Nick Jones David R. Meuse our community for the benefit of all its Ashley McIntosh Donald B. Shackelford residents. We are deeply grateful for our Adero Robinson volunteers’ gifts of time and expertise, Tania Sherry Donna Zuiderweg and thankful for their commitment AUDIT COMMITTEE
to our community. Thanks to all who Robert R. McMaster, served on our committees in 2018! DONOR SERVICES AND Chairman DEVELOPMENT ADVISORY Matthew D. Walter, COMMITTEE Vice Chairman Rick Bayer Kerrii B. Anderson
MARKETING COMMITTEE ANN ELLIS FUND ADVISORS David C. Bianconi Jerome Cunningham, M.D. — James I. Ginter, Ph.D., Chairman Richard Bunner Aggie G. Haslup *deceased Don DePerro Megan Chambers, M.D. Judy Huang John Fergus Steven E. Katz, M.D. Andrew C. Jacobs Sandra W. Harbrecht, APR Gilbert E. Pierce, O.D., Ph.D. Jennifer L. McNally Aggie G. Haslup Sherill K. Williams Gerald H. Newsom Artie Isaac Jared R. Nodelman David Kollat Tom A. Orchard Jamie Richardson THE GREEN FUNDS ADVISORY COMMITTEE Mike S. Schoedinger Bill S. Williams Bill Habig, Chairman THE DOROTHY E. ANN FUND Frances Beasley BOARD OF ADVISORS Elizabeth Crane DONOR SERVICES AND Sharon Bordean Jerome Cunningham, M.D. DEVELOPMENT AMBASSADOR COMMITTEE Jay and Meredith Crane Jill Evans Chuck Gramly Bernard F. Master, D.O. Bruce D. Bernard, J.D. Lauren Hanna Susan Meiling Sally G. Blue Tom and Sondra King Samuel Peterson Sue Goetz Doody* Julie M. Lugo Tania Peterson David A. Durell Marsha Moore Anne Powell Riley Carol A. McGuire Claudia Sussman Irene Probasco Barbara J. Siemer Gail Whitelaw, Ph.D. Mark Real Michael P. Stickney Michelle Slisher Nancy Strause Jerry Smith Kim L. Swanson Ellen Tripp Robert J. Weiler, Jr. William C. Wolfe, Jr. Michael E. Yaffe, M.D.
63 Volunteers
As of 12/31/18
PROFESSIONAL COUNCIL Geoffrey R. Biehn, CPA, CFP® Darci L. Congrove, CPA R. Rader Feamster, Jr., CFP® Trinity Financial Advisors LLC GBQ Partners LLC Robert W. Baird & Company, Inc. Alan S. Acker, Esq. Carlile, Patchen & Murphy LLP Pierre Bigby, CFP® Richard E. Connolly, J.D. James B. Feibel, Esq. Bigby Financial Planning, LLC Ward & Connolly The Feibel Law Firm Jeffrey B. Acuff, CFM Merrill Lynch Michael D. Bonasera, Esq. Patrick J. Connor, CPA, CFP® Douglas Feller, AIF, CFP®, CFA® Dinsmore & Shohl LLP Hamilton Capital Management Investment Partners, LTD Robert H. Albert, Sr., Esq., CPA Kagay, Albert, Diehl & Groeber Thomas J. Bonasera, Esq. Edward J. Cox, Jr., Esq. Victor J. Ferguson, Esq. Dinsmore & Shohl LLP Cox, Koltak & Gibson, LLP Vorys, Sater, Seymour and Pease LLP Misty H. Aldrich, Esq. Larry F. Boord, J.D., CLU®, ChFC® Christopher D. Fidler, Esq. Carlile, Patchen & Murphy LLP Thomas M. Cummiskey, J.D. Retirement & Wealth Planning, Inc. BakerHostetler Park National Bank Greg Aler, Esq. Michael R. Borowitz, CPA James G. Flaherty, Esq. AlerStallings Columbus LLC Thomas W. Curry, CLU®, ChFC® Clark Schaefer Hackett James G. Flaherty Co., L.P.A. Curry and Co. Jerry O. Allen, Esq. Bricker & Eckler LLP Paul J. Breen, CPA John J. Frencho WealthStone Stephen G. Daley, CRPC® US Bank Ameriprise Financial, Inc. Matthew P. Anderson, CFP®, CPWA® Merrill Lynch Private Bank Daniel E. Bringardner, Esq. C. Todd Fry, CIMA®, CFS Onda, LaBuhn, Rankin & Boggs Co., Robert T. Deitrick, ChFC® Capital Asset Management, Inc. Polaris Financial Partners, LLC Jeffrey L. Appel, Esq. LPA Lawrence Funderburke, CFP®, CFM Appel & Hellstedt LLP Kurt M. Brown Scot E. Dewhirst, Esq. Lawrence Funderburke Youth Artz, Dewhirst & Wheeler, LLP Harry W. Archer, CFP®, ChFC® PDS Planning, Inc. Organization Archer Financial Group James L. Budros, Jr., CFP® R. H. Dillon, CFA John F. Furniss III, Esq. Brian S. Artz, Esq. Budros, Ruhlin & Roe, Inc. Diamond Hill Capital Management, Bricker & Eckler LLP Artz, Dewhirst & Wheeler, LLP Inc. Randy Carr, CAP® Suzanne R. Galyardt, Esq. CPA Solutions, Inc. Vorys, Sater, Seymour and Pease LLP Richard E. Ary, CPA, J.D., LL.M Daniel Due, CFP®, CAP® Budros, Ruhlin & Roe, Inc. Ary Roepcke Mulchaey Stephen Cartwright Kenneth A. Gamble, Esq. Sweney Cartwright & Co. Gamble Hartshorn, LLC Jacintha K. Balch, Esq. Robert R. Dunn, Esq. Bailey Cavalieri LLC Balch Law August A. Cenname Donald E. Garlikov Merrill Lynch Private Bank The Garlikov Companies Kathleen A. Ballenger, Esq. Sean P. Dunn, J.D. Sean P. Dunn & Associates, LLC Kessler & Ballenger Co., LPA Jeffrey D. Chaddock, CRPC® Peter S. Geldis, MBA, CFP® Ameriprise Financial, Inc. Hamilton Capital Management James H. Balthaser, Esq. Jonathon S. Eesley Thompson Hine LLP Sheila A. Clark, Esq. Windsor Advisory Group Jack G. Gibbs, Jr., Esq. Clark & Lowe, Attorneys At Law Robert B. Barnett, Jr., Esq. Jason A. Eliason, CFP®, ChFC®, CFA® Patrick E. Giller, CFP® Carlile, Patchen & Murphy LLP Brent G. Coakley, CFP® Waller Financial Planning Group Lincoln Financial Advisors UBS Financial Services, Inc. Philip B. Bartlett, J.D., CPA J. Richard Emens, Esq. Robert L. Gorman KPMG LLP Andrew Coen, CPA, MT Emens & Wolper Law Firm, LPA Robert W. Baird & Company, Inc. HBK CPAs & Consultants Michael L. Beers, CIMA®, CRPS® Scott Everhart, CFP®, AIF, CEPA Myron C. Grauer Morgan Stanley I. David Cohen, CLU®, ChFC®, LUTC® Everhart Advisors Capital University Law School
Bruce D. Bernard, J.D. T. J. Conger, CPA Jason F. Farris, CFP®, CAP® William T. Grové, CAP® Retired John Gerlach & Company, LLP Waller Financial Planning Group UBS Financial Services, Inc.
64 The Columbus Foundation Annual Report 2018 Paul A. Gydosh, Jr., CFP® Liam J. Hurley, MTAX, CFA®, CAIA, Hans J. Kronsbein, CFP®, CPWA® John R. Malone Kensington Wealth Partners, LTD. CFP®, CIMA®, EA Plante Moran, PLLC Huntington National Bank Summit Financial Strategies, Inc. R. Matthew Hamilton, CFP® Geoffrey S. Kunkler, Esq., CAP® Eric N. Marquardt, MBA, CFP® Hamilton Capital Management Jim Hyre, Jr., CAP® Carlile, Patchen & Murphy LLP Hamilton Capital Management Hyre Personal Wealth Advisors Robert D. Hamilton, CFP® Kathleen E. Lach-Rowan, CFM, CAP® Richard J. Martin, CFP®, MS PDS Planning, Inc. Michael Hyzdu, CFP® Bluestone Wealth Partners UBS Financial Services, Inc. UBS Financial Services, Inc. Paul A. Hanke, Esq. Jane Higgins Marx, Esq. William M. Lane, Esq. Ted Inbusch, APMA Carlile, Patchen & Murphy LLP Cary Hanosek, CFP®, CAP®, CRPC® The Schumacher Group Steptoe & Johnson PLLC Merrill Lynch Samuel A. McCoy, CFP® Frank A. Ingwersen Ted Lape New Albany Wealth Management James A. Hardgrove, Esq. Sweeney Cartwright & Co. Lazear Capital Partners James A. Hardgrove, Co., LPA Sean McEvoy, CFP® Frederick M. Isaac, Esq. Mark B. LaPlace, CPA Ameriprise Financial, Inc. Erika L. Haupt, Esq. Isaac Wiles GBQ Partners LLC Roetzel & Andress Rose K. Vargo McFarland, Esq. Charles M. Jarrett, CFP®, CLU®, ChFC® Scott T. Lindsey, Esq. Steeley Law Office Robert D. Hays, Esq. Merrill Lynch Private Bank Lindsey Law Office, LLC Merrill Lynch John P. McHugh, CPA, CAP®, CFP® Wayne A. Jenkins, Esq. Quintin F. Lindsmith, Esq. Budros, Ruhlin & Roe, Inc. Victoria W. Hayward Lane Alton Bricker & Eckler LLP Morgan Stanley C. Granger McKinney Jason R. Job, J.D., CFA®, CAP® Wells Fargo Advisors Jeffrey Hedley Diamond Hill Capital Management, Gordon F. Litt, Esq. Robert W. Baird & Company, Inc. BakerHostetler Inc. Mark A. McLeod, Esq. McLeod Law Office Derek J. Hegarty, CFP® Greg Johnson, CFP®, CAP® Jeffrey R. Loehnis, CFP®, CPA UBS Financial Services, Inc. Compass Financial Group LLC Hamilton Capital Management Jamie P. Menges, CFP®, CPA PDS Planning, Inc. Edward C. Hertenstein, Esq. Michael S. Jordan Roger A. Lossing, J.D., CPA, CFP® Roetzel & Andress Ice Miller LLP The Delaware County Bank and Mark Menges, CAP® Robert M. Hetterscheidt, AAMS Kevin Kale Trust Co. Compass Financial Group Edward Jones Manning & Napier Harlan S. Louis, Esq. Michelle M. Merkel, CFP® Diane K. Hill Charles J. Kegler, Esq. Bailey Cavalieri LLC Merkel Financial Services, Inc. Edward Jones Kegler Brown Hill + Ritter John C. Lucas, Esq. Nikki Mesnard, Esq. George M. Hoffman, Esq. Robert S. Keidan, CFP® Isaac Wiles Thomas Law Group George M. Hoffman, LLC Keidan Financial Consultants, LLC Joseph S. Messinger Ronald G. Lykins, CPA Capstone Wealth Partners Bryan K. Hogue, Esq. Charles A. Kerwood, III, CFP®, ChFC® Ron Lykins Inc. CPA’s Carlile, Patchen & Murphy LLP Waller Financial Planning Group Timothy B. Michaels, CPA Jeffrey D. Mackey, Esq. Damon P. Howarth Russell W. Kessler, Esq. Timeless Consulting, LLC Fusco, Mackey, Mathews & Gill LLP Park National Bank Kessler & Ballenger Co., LPA Sharon L. R. Miller, Esq., CAP® C. Lawrence Huddleston, Esq. Lori-Lou Kimm, Esq. Jacqueline Ferris MacLaren, Esq. Barrett, Easterday, Cunningham & Huddleston Law Group LPA Porter Wright Morris & Arthur LLP MacLaren Law LLC Eselgroth LLP
David L. Humphrey, Esq. J. Anthony Kington, Esq. Lark T. Mallory The Honorable Robert G. Montgomery Humphrey Law Firm, LLC Taft Stettinius & Hollister LLP The Affordable Housing Trust Probate Judge
65 Volunteers
As of 12/31/18
Karen M. Moore, Esq. Paul D. Ritter, Jr., Esq. Jeff Smith, CFP® Lee A. Wendel, Esq. Vorys, Sater, Seymour and Pease LLP Kegler Brown Hill + Ritter Key Private Bank Squire Patton Boggs
Douglas S. Morgan, Esq. Robert M. Roach, CLU®, ChFC®, AEP Beth K. Sparks, CFP® Roderick H. Willcox, Esq.* Morgan Law Co Northwestern Mutual The Sparks Group of Raymond James Taft Stettinius & Hollister LLP
Miranda E. Morgan, Esq. T. Calloway Robertson, III, CFP®, H. Grant Stephenson, Esq. Susan M. Wolf Ice Miller LLP ChFC® Porter Wright Morris & Arthur LLP First Commonwealth Advisors Fifth Third Bank Robert V. Morris, II, Esq. Matthew J. Stewart, CFP®, ChFC® Beatrice E. Wolper, Esq. Emens & Wolper Law Firm, LPA Franklin County Probate Court Barry R. Robinson, Esq. Forestview Financial Partners, LLC BakerHostetler William A. Morse, Esq. Timothy R. Stonecipher, Esq. Bradley B. Wrightsel, Esq. Law Office of William A. Morse Wrightsel & Wrightsel William K. Root, Esq. Stonecipher Hughes Resch, Root and Philipps, LLC Dennis R. Newman, Esq. David A. Swift, Esq. R. Douglas Wrightsel, Esq. Isaac Wiles Wrightsel & Wrightsel Ronald L. Rowland, Esq. Vorys, Sater, Seymour and Pease LLP Vorys, Sater, Seymour and Pease LLP Edward J. Yen, CIMA®, CPWA® Erik Niermeyer Mary Ten Eyck Taylor, Esq. Stratos Wealth Partners Stifel George E. Ruff, CIMA® James Trifelos, Esq. UBS Financial Services, Inc. Michael J. Zaino, Esq. Jamie Norckauer, J.D. WesBanco Bank, Inc. Park National Bank Zaino Law Group, LPA Rodger W. Schellhaas, CPA Wendy Trout, CFP®, CAP® John Ohsner, CFP®, CFA® Kagay & Schellhaas, CPAs LLC Michael C. Zid Summit Financial Strategies Heximer Investment Management, Inc. Morgan Stanley Wealth Management John D. Schuman, J.D., CFP® Mark E. Vannatta, Esq. Chris Olsgard, CFP® Budros, Ruhlin & Roe, Inc. Vorys, Sater, Seymour and Pease LLP Waller Financial Planning Group Edward M. Segelken, Esq. — Amie L. Vanover, Esq. Thomas A. Orchard, CFP®, CAP® *deceased Porter Wright Morris & Arthur LLP Thompson Hine LLP UBS Financial Services, Inc. James P. Seguin, Esq. Joseph C. Vinciguerra Mark J. Palmer, J.D. Lane Alton The Joseph Group, Inc. Merrill Lynch Richard M. Seils, Jr., Esq. Sam J. Vogel, CFP® Matthew D. Palmer, CAP® Seils Law Office, LLC The Joseph Group, Inc. Stifel Mark D. Senff, Esq. Ted Paris, Jr. Christopher S. Vonau, Esq. BakerHostetler Huntington National Bank Decker Vonau, LLC Shawn Sentz, CAP®, CLU®, ChFC® Michael A. Petrecca James M. Vonau, Esq. Sentz Financial Services PricewaterhouseCoopers LLP Decker Vonau, LLC
Logan K. Philipps, Esq. John L. Shockley, Esq. Kevin A. Walsh Resch, Root and Philipps, LLC PNC Bank Merrill Lynch
Mark R. Reitz, Esq. Lisa G. Shuneson, CPA, PFS Todd D. Walter, CFP®, CPA Kegler Brown Hill + Ritter Whalen & Company, CPAs The Joseph Group, Inc.
J. Eric Rice, CFP® Thomas J. Sigmund, Esq. Todd A. Weber, Esq. Capital Asset Management, Inc. Kegler Brown Hill + Ritter Weber Law Co., LPA
Thomas J. Riley, Esq. Fredric L. Smith, Esq. Donald E. Wells, CPA Hahn Loeser LLP Squire Patton Boggs Wells, CPA LLC
66 The Columbus Foundation Annual Report 2018 The Columbus Foundation Staff
As of 12/31/18
OFFICE OF THE PRESIDENT COMMUNITY RESEARCH AND DONOR SERVICES AND FINANCE AND ADMINISTRATION GRANTS MANAGEMENT DEVELOPMENT Douglas F. Kridler Scott G. Heitkamp, CPA President and CEO Dan A. Sharpe Angela Parsons, J.D., CAP® Vice President and CFO Vice President for Community Vice President for Donor Services Renilda Marshall Research and Grants Management and Development Amy T. Cintron Executive Secretary to the Support Services Coordinator President and CEO Amy Acton, M.D., M.P.H. J. Bradley Britton, J.D., LL.M. Community Research and Grants Director of Planned Giving and Carey E. Dailey Management Officer General Counsel Director of Network Services
COMMUNICATIONS AND Barbara Fant Jeffrey Byars, CAP® Diana DaPore MARKETING Nonprofit Outreach Administrator Associate Director for Donor Receptionist/Secretary Services and Development Natalie Parscher Nancy Fisher Amber J. Erickson Director of Communications Grants Manager Carrie Carmody Senior Accountant and Marketing Donor Services Gifts Assistant Mark Lomax, II, D.M.A. Susan C. Hazelton Kate Clements Community Research and Grants Rachelle Gorland Events and Facility Manager Communications and Marketing Management Officer Scholarship Assistant Associate Donald P. Ludwig Matthew Martin Carter Hatch, CFP® Senior Accountant Lynsey Pipino Community Research and Grants Associate Director of Corporate Content and Digital Engagement Management Officer Philanthropy and Impact Investing Pamela S. Potts Manager Senior Accountant Melissa McCool Lisa M. Jolley, J.D., CAP® Amy K. Vick Grants Management Coordinator Director of Donor Services and Kelly Schleppi Associate Director of Development Senior Financial Reporting Communications and Marketing Lee Pepper Accountant Community Research and Grants Donna Jordan Management Administrator Donor Services Assistant Pamela S. Straker Director of Human Resources SUPPORTING FOUNDATIONS Joyce A. Ray Chris Kloss Associate Director, The Giving Store Executive Assistant for Donor Brenda Watts Tamera Durrence and Knowledge Management Services and Development Systems Analyst Vice President for Supporting Foundations Emily Savors Jane Landwehr Kristen Wood, CPA Director of Grants Management Donor Services Grants Assistant Controller Gretchen Brandt Supporting Foundations Grants Hailey Stroup Lisa J. Lynch, CAP® Management and Outreach Community Research and Grants Associate Director for Donor Coordinator Management Associate Officer Services and Development
Tracey De Feyter Steven S. Moore Supporting Foundations Director for Donor Services Administrator and Development
Stacey Morris, CAP® Tracy Potter Associate Director, Supporting Donor Services Fund Assistant Foundations and Information Management Hilary Stone Manager of Donor Stewardship, Robin Wolff Research, and Analytics Supporting Foundations Grants Manager Alicia Szempruch Scholarships Officer
67 YOU BUILT THIS.
While Harrison Sayre founded The Columbus Foundation 75 years ago, it is the donors of yesterday and today who have built what has become one of the largest community foundations in the country. Your steadfast determination to better our community, your passion to help those in need, and your commitment to address critical needs have taken hold, and flourished into what is now a true cornerstone of community progress.
We are a community foundation that—while honoring the past—celebrates the possibilities of the future. We recognize you, our family of donors, who consistently go above and beyond to ensure our community is not only prospering and flourishing today, but will be well equipped to handle the uncertainties of tomorrow.
Rooted in trust, innovative by design, and looking toward the future, we are proud to partner with you, Then/Now/Next.
68 The Columbus Foundation Annual Report 2018 OUR MISSION To assist donors and others in strengthening and improving our community for the benefit of all its residents.
OUR PROMISE To help you help others through the most effective philanthropy possible.
CREDITS
EDITORIAL Amy Vick, Natalie Parscher, Lynsey Pipino, Kate Clements
DESIGN FORT
PHOTOGRAPHY EclipseCorp (3, 21, 22, 25, 26, 37, 53) Rick Buchanan Photography (31, 32, 33, 52, 53) Lynsey Pipino (11, 15, 31, 33) Kathryn D. Studios (33) Shellee Fisher Photo and Design (33) Photo courtesy of Columbus Museum of Art (12) Photo courtesy of I Know I Can (13) Photo courtesy of YMCA of Central Ohio (14) Photo courtesy of Ohio Wildlife Center (16) Photo courtesy of LSS CHOICES (17)
Copyright © 2019 The Columbus Foundation
69 The Columbus Foundation Annual Report 2018 1234 East Broad Street Columbus, Ohio 43205-1453
Phone: 614/251-4000 Toll free: 1-866-263-6001 Fax: 614/251-4009
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70 The Columbus Foundation Annual Report 2018