ANNUAL REPORT 25 YEAR TIMELINE 2-5 Dear Friends, “Building Our Future from Our Past” is the The Community Foundation’s investment Donor Display 6-7 Funds 8-13 title of the donor recognition display (page policy provides for the principal to grow with 6) which was designed and installed at the inflation so that the purchasing power of the Community Foundation last year using income can be maintained over the years.” materials essential to the construction of many historic houses and businesses in Since it was established with a $50,000 Jefferson County. This title was chosen donation, nearly $57,000 in annual grants because it also describes the work of the has been distributed to the KDH Pediatrics Community Foundation. As we celebrated Department and the original $50,000 of Legacy Society 14-15 our 25th anniversary year, we reflected on principal has grown to a current market past volunteers, donors, and the work of local value of over $88,000. Mr. Crosby’s name nonprofit agencies that your philanthropy will forever be a part of the community and has funded. his legacy will support the work of the KDH Pediatrics Department for many generations. When a group of community-minded people established our organization, they were When you choose to give to the Community presenting a concept of giving that was very Foundation, whether it is to establish your new to most people in Jefferson County. own fund (page 8) or give to one of our Twenty-five years later, we certainly can see existing funds (page10), you are helping us Giving Women’s Circle 16-17 the power of the endowment model. A great build our future. Please contact us to learn example of that power is an endowment how to fund what matters most to you and named the King’s Daughters’ Hospital/ your family, FOREVER. William G. Crosby Fund for Pediatrics. Thank you to everyone who has supported This endowment was established in our community through the foundation December 1992 by the Board of Directors at over the past 25 years. You are all a part of King’s Daughters’ Hospital (KDH) using a our history, our story, and our Community portion of the estate of William G. Crosby. The Foundation family. You are all a part of our 25 Donors 18-23 fund’s purpose is to provide financial support amazing years. to the Pediatrics Department, forever. In a Madison Courier story from December 22, 1992, Hospital Board Chairwoman Brenda Eversole said, “We believe it is very important Darleen Connolly and prudent management, to set aside a Chair portion of our legacy for the future. A part will be spent currently for equipment and other needs, but the $50,000 will provide an Grants & Scholarships 24-27 annual income to the department forever. Bill Barnes President & CEO Board & Financials 28-29 2016 — 25th Anniversary Annual Report 1 2 2 Twenty-Five Year Timeline 1991 Founded on April 29, 1991. Lilly Endowment, Inc. (LEI) introduces $500,000 GIFT (Giving Indiana Funds for Tomorrow) challenge. There have been 5 additional initiatives through the years. 1992 First Fund Established: Bill Oldaker Scholarship Fund of the Madison Rotary Club 1993 First full year of operations complete. MENTS ENDOW 28 Second office is located at 407H Jefferson Street. 1994 28 endowments First CFMJC grants cycle awarded $15,000 to seven organizations. 1995 Raised $1 million in permanent endowments and received $500,000 from Lilly for Unrestricted Endowments before September 30, 1997 deadline. First Scholarships awarded, 8 totaling $4,872. 1997 Affiliates for Dearborn, Ripley, & Switzerland Counties are created through LEI grant. 1998 First Lilly Endowment Community Scholarship awarded to Gabriel Freeman. 1999 60% of year’s gifts came from donors ($3,978,000) & 40% from LEI ($2,693,600) 2000 Began offering the College Costs Estimator from the National Center for College Costs. YEARS 10 2001 Celebrated 10th Anniversary at the Venture Out Business Center. Office located at 410 Mulberry Street in 10th Anniversary year. 2002 Bad market year. Adopted National Standards & Ethical and Operational Standards for Indiana Community Foundations. Helped convene the Hispanic/Latino Commission, which led to the creation of La Casa Amiga in 2003. 2003 Created the Legacy Society as a way to recognize donors who have made planned gifts to the Community Foundation with 19 members. 1991 2004 Community Foundation was featured in a Time Magazine ad with help from Craig Toyota. 3 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 4 4 Twenty-Five Year Timeline 2005 Relocated office to 214 East Main Street YEARS 15 2006 Celebrated 15th Anniversary at Clifty Falls State Park. 2008 Beginning of market decline and the Great Recession. 2009 No competitive grant cycles were offered for the year, but the Help Your Neighbor grant program was created to help charitable organizations that provided basic needs to area residents. 2010 Recovering from market lows. $150,000 grant to the Clearinghouse of Jefferson County to help combat generational poverty. This is the largest grant to date provided by the Community Foundation. YEARS 20 2011 Celebrated 20th Anniversary at Clifty Inn. 2012 Helped convene Feed the Arts. Women’s Giving Circle created & first grants totaled $15,450. 2013 Convened a “Blue Sky” committee of artists, which led to the creation of the Madison Area Arts Alliance with the help of a $40,000 grant from the Community Foundation. $20M Assets pass the $20 million mark. Moved to current location of 416 West Street following anonymous donation of building. 2016 2014 $100,000 grant to the KDH Foundation for the Hope & Healing Campaign (cancer center). 2015 Women’s Giving Circle introduced Jr. Membership. Madison named 6th Indiana Arts & Cultural District in state. 2016 Celebrated 25th Anniversary at Hanover College. FUNDS 200 Nearly 200 endowed funds are held at the Community Foundation. $21M The Community Foundation’s endowed assets are over the $21 million mark. Created Donor Recognition Display and Artwork Gallery at the Community Foundation office. WGC has record membership of 261. 5 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report COMMUNITY FOUNDATION DONOR DISPLAY Teresa Waller James Tracy Larry Rudolech Eric Phagan Bill Borden Karen Taylor Jane Vonderheide Patty Cooper Wells Kevin Carlson Steve Bickis Russ Vossler The Community Foundation created Eleven artists were commissioned The donor recognition display is The title of this piece speaks to our The materials used in creating this The Community Foundation wishes to a special donor recognition display to capture 11 subjects and topics entitled BUILDING OUR FUTURE local economy and the Community display (brick, cast iron, concrete, thank those who worked on or donated and art collection to commemorate significant to Jefferson County’s FROM OUR PAST, and honors the Foundation. Madison and Jefferson copper, glass, limestone, marble, materials for the donor recognition our 25th anniversary year. Instead of history and/or identity. This collection Foundation’s generous donors. While County are popular tourist destinations, plaster, slate, steel, tin, and wood) are display: hiring an outside firm to design and illustrates the wonderful talent and the Community Foundation greatly largely due to historic architecture and significant to Jefferson County’s story, install a donor recognition display, diverse styles from artists who call appreciates each and every donor the area’s significance in Indiana’s early as they are found in many of the historic Chip Binzer & Binzer’s Custom the Foundation utilized local people, Jefferson County home. who has supported our mission, this history. The community’s future relies structures in the area. Framing saved money, and nearly every dollar wall recognizes individuals, families, on protecting and preserving our past. Kevin Carlson & Carlson Sign spent stayed in Jefferson County. This TOPICS AND ARTISTS INCLUDE: businesses, and organizations who The Community Foundation’s capacity These materials stand the test of time Mark Cheatham investment will be an important part Agriculture – Larry Rudolech have given $10,000 or more to the to award grants and scholarships today and create a strong foundation for many Pat Cunningham generations to come. The same can be Rhonda Deeg of our story for decades to come. Architecture – Steve Bickis Community Foundation since our and in the future is due to generous said of our donors. The continued work GranBrazil The Arts – Patty Cooper Wells formation in 1991. These gifts have donations made in the past. helped to build a stronger Jefferson of the Community Foundation would Grote Industries, LLC Eleutherian College – James Tracy County through grants and scholarships, not be possible without these gifts. Ron Harsin & Precision Laser Graphics Hanover College – Bill Borden and will continue to do so in the future. David Hill J.F.D. Lanier – Teresa Waller Joshua Hill Madison Railroad Incline – Chris Hostetler Karen Taylor Doug Helton & Madison Iron Works Madison-Milton Bridge – Russ Vossler Linda Lytle Natural Beauty – Kevin Carlson John Nyberg River Commerce – Eric Phagan Kim Nyberg Eric Phagan Underground Railroad – Jane Vonderheide Meredith Pierson Casey Winningham 6 Community Foundation of Jefferson County 2016 — 25th Anniversary Annual Report 7 NEW FUNDS Designated Funds provide donors the ability to Patty Cooper Memorial Endowment for Life Choices Clinic Endowment create a steady stream Hanover Presbyterian Church of income to one or more When preparing for the birth of a child, prenatal care and Patty’s husband, Bob, and family have created support is important for the overall wellbeing of a mother and specific charities - forever. this designated fund to honor the memory of her baby. This designated fund was established by Matt and The minimum Patty and her love for Hanover Presbyterian Andrea Forrester to help the Life Choices Clinic. The clinic Church.