Everlasting: 2023 Annual Report

Everlasting

2023 ANNUAL REPORT

Mission

The Community Foundation of Muncie & Delaware County, Inc. encourages philanthropy, assists donors in building an enduring source of charitable assets, and exercises leadership in directing resources to enhance the quality of life for residents of Muncie and Delaware County.

Vision

To impact and empower Muncie and Delaware County by enabling philanthropy as a trusted community leader and promoting positive change now and for generations to come.

Dear Friends,

The Community Foundation of Muncie and Delaware County was built to be an everlasting resource for the community. We strive to ignite generosity in Muncie and Delaware County.

In this year’s report, you’ll see how we’ve built upon the work of the leaders before us to be representative, responsive, and relevant today. We expanded opportunities for giving through a temporary program to encourage even more generosity, welcoming new named unrestricted funds that will have a lasting impact on our community.

With nearly four decades of stewardship under our belt, we’ve honed our approach to grantmaking and investment. This year, we proudly introduce our first local impact investment, a bold move that combines financial returns with social benefits. We awarded a full year of grants through our new grantee-centric, relationship-focused Community Grants Program. We even shared the development of this new program at the National Conference for Growing Community Foundations.

Last year, we shared our story of growth and the need

for more space. This year we settled in to our home –and we decorated. In this report, you’ll find the story of Everlasting, a special work of art that celebrates our past and what is to come.

In 2023, we said goodbye to one Board Member, Ermalene Faulkner. Ermalene originally served on the Board and Grants Committee in 2000 and came back to serve in 2017. Through recent growth and transitions, Ermalene bridged the past and present. She continues to serve on the Grants Committee. This year, we welcomed Jaime Faulkner and Daniel Stallings to the Board. Jaime has been a Foundation volunteer since 2013, serving on both the Scholarship Committee and the Grants Committee. Daniel has volunteered as a member of the Investment Committee since 2020. We continue the path of strong leadership to spark change in our community.

As you read through this report, we invite you to join us to spark change, too. Together, let’s make a difference in Muncie and Delaware County today, tomorrow, and always.

WITH GRATITUDE, Board Chair President & CEO

Our Leadership

Board of Directors

Sara Shade Hamilton

Chair

Casey Stanley Vice Chair

Magi Kirkpatrick Sikora

Secretary

David W. Heeter

Treasurer

Trent Dowling

Ex Officio

John W. Anderson, Jr.

Derron Bishop

Jaime Faulkner

Mia Johnson

Daniel Stallings

2023 Financials

Consolidated Statements of Financial Position

Years ended December 31

Cash and cash equivalents

Prepaid expenses

Pledges Receivable

Right of use asset

Cash surrender value of life insurance Property, building and equipment, net of accumulated depreciation

$3,112,712 $1,675$28,236 $559,404 $812,040 $78,300,931 $82,814,998 $2,226,088 $2,070 $333,000 $8,305 $242,562 $1,155,377 $85,916,103 $89,883,505

Annuity obligations payable

$7,593,241 $9,978 $389,372 $8,305$7,050,423 $833,474 $8,291,552 Administrative expenses payable Grants payable Right of use liability

$74,388,283 $75,221,757 $82,814,998 $1,100,300 $80,491,623 $81,591,953 $89,883,505

Consolidated Statements of Activities

Years ended December 31

Operating Support & Revenue

Contributions

Contributions and grants - BY5

In-kind contributions

Investment return (loss), net

Administrative fee revenue

Total operating support and revenue 2022

Net Assets Released from Restrictions

Satisfaction of purpose restrictions

Net assets released from restriction pursuant to spending policy

Operating

Expenses

Program services

Program services - BY5

Program services - NSN

Management and general expenses

Management and general expenses - BY5

Management and general expenses - NSN

Fundraising expenses

Fundraising expenses - BY5

Fundraising expenses - NSN

Total operating expenses

Change in Net Assets

Change in net assets

Net assets at beginning of year

$4,276$60,534

$3

$743,045 $807,858

$2,170,239

$61,223$8,953,599$11,185,061

$2,174,515

$61,223

$60,534

$8,953,602

$743,045 $11,992,919 $9,038,207 $2,075 $3,256 ($10,226,535) $722,300 ($460,697)

$3,840,106 $155,337 $111,346

$1,100,702

$112,925

$51,423 $189,745

$44,095

$17,044

$5,622,723

($697,077) ($4,075,970)

$3,840,106 $155,337 $111,346 $1,100,702 $112,925 $51,423 $189,745 $44,095 $17,044 $5,622,723

$3,176,616 $169,338 $49,167 $1,024,773 $137,348 $29,436 $180,455 $41,492 $11,114 $4,819,739

($41,818) $833,474 $791,656

$6,412,014 $74,388,283 $80,800,297 $6,370,196 $75,221,757 $81,591,953

Net assets at end of year ($5,280,436) $80,502,193 $75,221,757

*The Community Foundation of Muncie & Delaware County, Inc., uses Fund Evaluation Group, LLC (FEG) as its investment consultant. FEG provides a complete range of traditional institutional consulting services including investment policy development, portfolio design, asset allocation, manager search and selection, investment manager monitoring, plan monitoring and education for board members and staff. **represents the total grant distribution from all funds of the Foundation

The Community Foundation of Muncie and Delaware County, Inc. and Related Entities The audited financial statements are available on our website at CFMDIN.ORG

Igniting Generosity:

FOUNDATION BOARD LEADS THE WAY WITH OPTIONS TO GIVE

IN LATE 2023, The Community Foundation was given a special opportunity to bring $2.25 million into our community. Lilly Endowment Inc. announced the eighth iteration of the Giving Indiana Funds for Tomorrow initiative for community foundations (GIFT VIII). Through GIFT VIII, the Foundation applied for matching dollars to help grow unrestricted endowment funds with a $2 to $1 match.

The Community Foundation would need to ignite generosity to raise over $1 million in unrestricted funds to capture the match. Neighbors from across the community embraced several options for giving as they stepped up to the challenge. The Foundation’s board members led the way.

→ GIVING TO THE UNRESTRICTED FUND

→ GIVING TO AN EXISTING FUND

→ ESTABLISHING A NEW FUND

Giving to the Unrestricted Fund

After learning about the matching opportunity, Jaime Faulkner knew it was the right time to make a financial gift to The Community Foundation. Jaime, who currently serves on the Foundation’s Board of Directors, has given her time and talent to the Foundation for more than a decade. She began her service as a volunteer on the Scholarship Committee in 2013, joined the Grants Committee of the Board in 2015, and became a member of the Board of Directors this year.

Jaime and her husband Adam contributed this year to The Unrestricted Fund of The Community Foundation. Their gift will be matched $2 to $1 through the matching grant fund provided by Lilly Endowment Inc.

“I think I’ve always had in my mind that gifts from

predecessors like David Sursa, Ed Ball, and individuals who have since passed and gifted money are what fuels the Foundation’s ability to grant,” explained Jaime. “While those are components, it is actually a collective of generous givers, past and present at all levels who make grantmaking possible now and forever. To be a part of that is something special.”

Jaime is right. In 2023 alone, more than 500 donors made gifts to The Community Foundation, and nearly half gave to unrestricted funds.

Collective generosity makes an everlasting difference in the community.

Jaime and Adam Faulkner with daughter Adele and son Hueston, at their home in rural Muncie.

Building an Existing Fund

While giving to The Unrestricted Fund is the best option for some donors, others took advantage of the matching challenge to grow an existing named unrestricted fund.

Casey Stanley, along with his wife, Jennifer, contributed to four different named unrestricted funds to help the Foundation meet the challenge put forth by the matching fund grant from Lilly Endowment Inc. Casey has served on the Board since 2019 and has been a member of the Finance Committee since 2016. The Stanley’s gift contributed to The Unrestricted Fund of The Community Foundation, the Board of Directors Endowment Fund, the Laura Stanley Keppler Fund, and the Ontario Systems – Wil Davis and Ron Fauquher Fund. Casey and Jennifer have a special attachment to each of those funds.

Beyond Casey’s service and the couple’s shared giving, the Stanley’s connection to the Foundation is generational. Both Casey’s and Jennifer’s fathers served on the Foundation’s Board of Directors over the years. Their families have given generously of their time and

talent. Casey and Jennifer’s decision to give to funds that are tied to their families and the sustainability of the Foundation build upon that history of support.

By targeting their giving to existing funds, Casey and Jennifer helped The Community Foundation capture matching dollars while honoring the people and things in the community that have their hearts. In early 2024, Casey and Jennfer also took advantage of another opportunity – the opportunity to establish a named unrestricted fund.

“To the extent that we have a positive impact, it’s because we have watched so many before us model what it means to be a good steward of their gifts.”

“It’s an easy choice for us – and we are thankful we are able to help out in this way,” said Casey.

Casey and Jennifer Stanley with daughter Anna and son John, enjoy spending quality time together.

Establishing a New Fund

Many Foundation supporters have seen the GIFT VIII matching opportunity as a catalyst for starting their own named fund. To make starting a fund even more accessible, the Board of Directors of The Community Foundation approved a new program that temporarily reduced the minimum gift requirement for a new unrestricted fund and encouraged donors to build their fund over time.

Before the year-end of 2023, donors stepped up to create five new named unrestricted funds.

When Mia Johnson, who has served on the Foundation Board since 2021, and her husband Wayne learned about the matching opportunity for unrestricted gifts, it sparked a desire to make a permanent mark on the community with a named unrestricted fund at The Community Foundation. The Wayne and Mia Johnson Fund will grow with pledged monthly gifts from the Johnsons. Each gift will be matched $2 to $1. Once complete, grants will be awarded annually from the fund through the Community Grants Program.

“Our story began here in Muncie, and we have decided to raise our family in this community,” said Mia. “Starting an unrestricted fund with the Community Foundation has

always been a goal for us. The opportunity for monthly payments with a $2 for $1 match was the perfect opportunity to make this a reality.  We are excited to watch this fund grow and make a positive financial impact here in Delaware County.”

FOUNDATION LEADERSHIP really led the way with their giving. Board Chair Sara Shade Hamilton and her husband Brandon Hamilton also established the Brandon Hamilton and Sara Shade Hamilton Fund, which will grow with a pledge made through 2026. Daniel Stallings, who joined the Foundation’s Board in 2023, also saw this as a unique opportunity to create a legacy in the community. He and his wife, Lynne, have raised their family and called Muncie home for the last 20 years. The Daniel and Lynne Stallings Fund will also grow with monthly pledged payments following the special program established by the Board earlier in the year.

The Community Foundation ignites generosity with options for giving. Each donor sparks change through their gift to The Community Foundation.

New Funds

UNRESTRICTED FUNDS

William and Juanita Bruns Fund

Brandon Hamilton and Sara Shade Hamilton Fund

Wayne and Mia Johnson Fund

Jason and Marcy Minton Fund

Daniel and Lynne Stallings Fund

DESIGNATED FUNDS

Delaware Community Schools Educational Foundation Fund

DONOR ADVISED FUNDS

Kirk and Deb Mace Memorial Foundation Fund

Mia and Wayne Johnson with sons Miles and Walker at Minnetrista .

Growing Endowment:

INVESTING FOR LASTING IMPACT

THE FIRST DONORS to The Community Foundation expected their gifts would have a lasting impact. Those gifts, and so many more, have!

“We gave to The Community Foundation in its early years, knowing that our gift would make a difference right away, but also have a lasting impact. As we’ve moved from Muncie, it’s rewarding to know that we have a lasting legacy in the community that was our home,” said Mary Sissel, an early member of the Board, who, along with her husband George, was one of the first donors to The Community Foundation.

Thanks to The Community Foundation’s enduring model, the Sissel’s gift continues to make a difference - and in ways they may not have even imagined when the gift was

made. Gifts to The Community Foundation are invested for growth. Each year, a portion of the earnings are spent on grantmaking to enhance the quality of life in Muncie and Delaware County.

Today, an investment committee comprised of local volunteers monitors and recommends the diversified allocation of assets, monitors and reviews the performance of investment managers and investment consultants, and recommends investment policies to the Board of Directors, including spending policy. The investment managers follow the investment policy approved by the Board of Directors. The policy is prudent and requires action that will support the Foundation forever. As the Foundation has grown, aged, and matured, the investment policy has, too.

George and Mary Sissel, pictured, were one of The Community Foundation’s earliest donors. Their gift from 1985 continues to make a difference in Muncie and Delaware County.

Investment Performance

The Foundation’s Investment Committee sets goals and monitors the performance of investments. While growth through investment is never guaranteed, 5-year and 10-year rates of return that exceed spending is the key to a permanent future.

9.8%

5 YEAR RATE OF RETURN

Before the establishment of a dedicated investment committee, the Foundation’s finance committee served in that same role. Mary served on the finance committee from 1995-1998. She saw first-hand the value of responsible investment for long-term growth.

Earliest investments included stocks, bonds, and mutual funds to balance the opportunity for growth against risk. In 2012, we expanded our portfolio for further diversification to include private equity.

As a field, the community foundation sector is exploring new opportunities to further benefit the communities they serve. The Community Foundation of Muncie and Delaware County emphasizes continued learning and improvement in our work. We see that our investments can help us impact Muncie and Delaware County residents.

Over the last several years, the Foundation’s Board of Directors has explored local impact investing as a tool to be utilized by The Community Foundation. Local impact investing gives foundations the opportunity to invest in local projects and programs for a combined social and financial return. In 2022, The Board of Directors approved an impact investment policy and introduced an Impact Investment Subcommittee to serve under the Investment Committee. The policy sets parameters on the portion of the endowed assets that can be used for impact investments. The Impact Investment Subcommittee evaluates and recommends investment opportunities.

At the recommendation of the Impact Investment Subcommittee and the Investment Committee, the Board of Directors approved its first impact investment in late 2023. Working in partnership with Prime Trust

Financial and a handful of referral partners, micro business owners, defined as small businesses who have less than ten employees, who might barely miss traditional commercial loan opportunity requirements, will have access to capital in the form of capacity building loans. The Community Foundation’s investment will serve as collateral for the loans when needed. In return, The Community Foundation will earn a return rate on the invested dollars during the life of the program. The Micro Business Loan Program will strengthen entrepreneurship and small business in Muncie and Delaware County with access to capital for capacity building and upward mobility opportunities that develop our local economy positively.

Mary gave knowing her contribution would have a lasting impact. Investing for growth allows us to serve the community better and be responsive to change.

Investing in the community is precisely why The Community Foundation is here.

Strategies for Growth

LONG-TERM SUSTAINABLE SOLUTIONS

The Community Foundation invests its endowed funds to provide a stable resource for Delaware County that responds to today’s needs while preserving and enhancing funds for future needs.

AN ENGAGED INVESTMENT COMMITTEE

The Investment Committee makes recommendations to the Board regarding investment policy and strategy, working with an investment manager. The committee includes community volunteers with expertise in finance, investments, and business.

SAFEGUARDING AGAINST VOLATILITY

A well-diversified portfolio is fundamental to The Community Foundation’s strategy to maximize investment returns and reduce risk and volatility. Our Investment Committee regularly reviews the asset allocation strategy.

BALANCED SPENDING

Each year, The Community Foundation’s Board reviews the spending policy rate. A prudent spending policy rate helps maintain the funds for future years. Our rate is 4.25%, and the grant distribution amount is calculated using a 12-quarter average balance.

Fire Up Downtown

Sparking Change:

GRANT GIVES OPPORTUNITIES FOR WHITELY COMMUNITY COUNCIL

WHITELY COMMUNITY COUNCIL serves and is a voice for the residents of the Whitely community on Muncie’s northeast side. Today Whitely Community Council is working in three main areas to support its residents: education, community safety, and health and wellness.

Recognizing the importance of the work of this organization, The Community Foundation awarded Whitely Community Council $26,500 through the Community Grants Program to support core mission work and education initiatives.

Through Community Grants, The Community Foundation awarded more than $1.5 million in competitive grant funding to support vital programs and projects in arts and culture, community betterment, economic development, education, and human services.

To make progress toward its mission and goals, Whitely Community Council relies on the expertise of committees in each of these areas to provide guidance and develop action plans. In 2023, the education committee landed on the idea of organizing a summer college visit to Historically Black Colleges and Universities (HBCUs) for students who live in Whitely. Unlike other college visits, the committee specifically wanted to take middle school-aged students who might not be thinking about college as an option. This education program was funded in part through the 2023 grant from The Community Foundation.

“High school students may have already made their mind up,” shared Ken Hudson, executive director of the Whitely Community Council, “So it was important to provide experiences for these students before they decided they weren’t ‘college material’.”

Ken and the education committee worked with middle school staff members, who had strong relationships with their students already, to identify students who they thought would benefit from the trip. The hope was that they could inspire students early to consider what they would need to do to prepare for college.

Middle school students from the Whitely Neighborhood vistited Washington D.C. in the summer of 2023.

In June of 2023, 16 middle school students, one high school student, and five chaperones traveled by charter bus to Washington, D.C. By the end of the trip, the students had visited museums and national monuments, with their tour guide even pointing out the names of some Muncie residents inscribed on Vietnam Veteran Memorial Walls. Students were engaged in educational sessions on mental health, connecting with adult mentors, and fulfilling their potential. And, they visited two HBCUs, Howard University and the University of the District of Columbia. Throughout the trip, they were inspired by the possibilities in their own futures.

When they returned to Muncie, a few of the students shared about their trip with the Muncie Community Schools Board of Directors. One student specifically shared that, after going on these college visits, she had decided that she wanted to go to college.

“They might not go to an HBCU, but even right here, there’s Ball State, there’s Ivy Tech, there are opportunities for college that they will now consider as an option,” explained Ken.

The college tour was not the only programming by Whitely Community Council in the summer of 2023. The education committee developed a summer reading and writing contest, offering prizes to students who read books and then wrote essays about what they had read. They partnered with Classroom Connections to

provide books for the students. Parents encouraged reading and writing over summer break. The contest is set to continue in 2024. The education committee hopes to encourage more parents to get involved, with plans to shift the announcement of winners to the schools’ family nights. Building relationships between parents and teachers is a major goal of the program in 2024.

Whitely Community Council’s grant was supportive beyond education initiatives. The grant provided core mission support to ensure that the organization has flexible resources to work toward its goals.

The Community Grants Program, which operated under a new model in 2023, invites applicants to apply through one wide open door. Foundation staff listen to the needs of the nonprofit organization to understand their complete need. The organization submits one application and is matched with the appropriate grants committees whose collective awards result in one comprehensive grant.

Whitely Community Council’s grant request was reviewed by The Community Foundation’s Grants Committee of the Board, as well as by the Kitselman Committee, and Mutual Legacy Committee. The Board of Directors then approved a grant to Whitely Community Council made up of contributions from The Unrestricted Fund of The Community Foundation, Harry and Janet Kitselman Fund, and Mutual Legacy Fund.

Community Grants

Each year, The Community Foundation partners with nonprofit organizations by providing funding in the form of community grants.

The Funding Process:

1. REACH OUT TO US

Nonprofit organizations seeking funding from The Community Foundation should reach out to the Programs and Nonprofit Relations team or submit a Letter of Intent to apply at cfmdin.org/grants.

2. APPLY

Foundation staff may reach out for additional information and provide guidance on next steps. When appropriate, a grant application will be requested.

3. COMMITEE REVIEW & BOARD APPROVAL

Grants committees review all grant applications. These committees consist of volunteers who live or work in Delaware County. After review, funding recommendations are presented to the Board of Directors, who approve all grantmaking from the Foundation.

4. RECEIVING A GRANT

Grantees can expect a continued relationship with Foundation staff during their grant period (and often beyond). Through reporting, stories and photos shared may be used by The Community Foundation to promote good work in the community further.

Whitely Community Council was able to use its grant to support its organization’s goal of education and work toward another goal, health and wellness.

The Whitely Community Council food pantry saw huge growth in the number of clients they served in 2023, which Ken attributes to Whitely Community Council’s efforts to get the word out in the community. The food pantry is also an example of how work expands outside of the geographic constraints of the Whitely neighborhood – just over 60% of clients are residential, but the rest come from the surrounding neighborhoods.

The Whitely Community Council uses the food pantry as an opportunity to partner with other agencies to provide additional services. In 2023, they offered flu and COVID-19 vaccinations, blood pressure screenings, and voter registration. Clients can learn about community partners like Open Door Health Services, Pathstone Corporation, and neighborhood churches. Sometimes, the connection can be as simple as handing out a flyer

for a neighborhood program that could benefit residents. “The goal is to get people to a place where they no longer need the pantry,” Ken explained. As the Whitely Community Council continues to grow and work toward their mission, they hope to bring in partners to provide even more services to not only food pantry clients, but any community members who need them.

While the programming undertaken by the Whitely Community Council has had a major impact on the community, as Ken notes, the council’s most important accomplishment is the relationships that they have built with Whitely residents – getting to know the community members, listening to their input and feedback, providing the programs and resources that they want to see, and developing trust in each other.

“We don’t want to wait on someone else. We want to see the entire east side transform, starting with the Whitely Community,” Ken said.

Whitely Community Council hosts monthly neighborhood meetings where community members can share opinions and insights on how to improve their neighborhood. Pictured here, Ken Hudson engages in conversation at the March 2024 meeting.

Building Legacy:

EMBRACING THE COMMUNITY, BUILDING PRIDE

WHEN JILL JEREB AND GARY DODSON DREAM ABOUT THE FUTURE, they hope for a community where people are welcomed and celebrated as their authentic selves. They enjoy happy stories, beautiful sights, and helping others. They see the potential for a better community when people come together toward common goals instead of dividing based on their differences.

“You have to embrace a lot of people to have a good outcome,” explains Jill, “You have to trust them, and rely on them and help them when they need it.”

Jill and Gary are world travelers. Together, they have visited more than 40 countries, claiming Borneo and New Zealand as their top picks. Domestically, they have been working to visit all the national parks. Their time spent in new places and their childhoods spent in Miami and Knoxville, respectively, have made Jill and Gary appreciate people as unique individuals and the qualities, skills, and gifts they can bring to create a better community.

Jill and Gary dream of a future where authenticity

Planned Gifts

is valued, and differences are seen as assets. They shared, “We are fortunate to live in a democratic nation founded on principles emphasizing equal rights for all citizens, but the reality is that certain groups of people in our society continue to face overt discrimination. All people are worthy of the same rights regardless of their race, religious beliefs, sexual identification, or any other ‘categorization’.”

To help create that future they dream about, Jill and Gary have created the Jill Jereb and Gary Dodson Fund, a fund to benefit Muncie Outreach. The fund, which is currently a future fund at The Community Foundation, will be established with a gift from the couple’s estate.

Jill shares the experience of her older brother as a key motivator for her and Gary’s commitment to Muncie Outreach. Jill grew up with her family in Miami in a bluecollar neighborhood where people helped one another. While they made do, financial resources were tight. Love and relationships were abundant.

Their neighborhood was diverse. In many houses, both parents held jobs. Jill’s mom stayed home and regularly

Planning for a gift to be made after you are gone creates a legacy in the community. The Community Foundation can work with you and your professional advisor to ensure your plan is realized. Making a planned gift can be simple.

SIMPLE BEQUESTS

You can designate a gift or a portion of your estate to one or more funds at the Community Foundation in your will.

NAMED BENEFICIARY

Name The Community Foundation as the beneficiary on an investment account (IRA) or any bank account or certificate of deposit.

Rather than cancel life insurance policies that you no longer need, consider naming The Community Foundation as the beneficiary or donate the policies outright to the Foundation.

For more ways to give, visit cfmdin.org/donors.

opened their door to the kids in the neighborhood. Jill shared fond memories of her and her brother coming home from school to a house full of neighbor kids eating kumquats, mangoes, oranges, and avocados from the trees around the neighborhood, blanket forts that took up the whole living room, and so much laughter.

While their house was filled with love, Jill’s brother struggled to fit in outside the home. Jill described him as smart – he was valedictorian of his class. He was a fabulous tennis player and downhill skier. He loved nature, hiking, and white-water rafting. And he had a great sense of humor. He suffered from ankylosing spondylitis, a disease that causes inflammation of the joints and ligaments of the spine and limits movement. Today, he would have identified as part of the LGBTQ+ community, but he grew up in a time and community where being different was taboo.

This caused him to live in fear. He never had the opportunity to live as his authentic self.

Jill and Gary envision a future where people don’t have to live in fear of discrimination, mistreatment, or bullying. They lead with caring hearts. Through volunteer

work, advocacy, and support across the community, they look for opportunities to help those who may be overlooked by others.

While they firmly believe all oppressed groups deserve support and attention, Jill and Gary feel particularly motivated by unjust treatment of members of the LGBTQ+ community.

Today, Jill and Gary support Muncie Outreach directly with their time and financial resources. The couple has also created a future fund at The Community Foundation that will continue their work with Muncie Outreach and fulfill their desire to ensure support continues beyond their lifetimes. A highlight of their participation with this group has been their attendance at Muncie Pride events.

“We’re inspired because the Pride Festival went great. There was lots of positive energy, and it was wonderfully joyful there,” said Jill. “It gives you hope.”

Jill and Gary give today to make a difference. They are also planning for the future.

Jill Jereb and Gary Dodson, pictured here at the Rinard Orchid Greenhouse at Ball State University.

2023 Donors

Accutech Systems Corporation

Sophia Maxon Ackerly

Emily Adams Donley

Bobby and Jana Adams

Jean Adams

Jim Adams

Michelle Adams

Margaret Adams

Shawn Adams

Gary Addison

Larry and Betsy Ahlersmeyer

Alaska Heating & Cooling, Inc.

Tom Alexander

Jay and Susan Allardt

Joe and Maraby Allardt

Hazel Amos

Julius and Belinda Anderson

Stefan and Joan Anderson

Edward Armantrout and Bonita

Ramirez

Dr. Ramon Avila

Stephen and Mary Avila

Kayla Bachmann

David and Joan Bahlmann

James Bailey

Eric Baker

Ted and Gail Baker

Ball Brothers Foundation

George & Frances Ball Foundation

Ball State University

Rudy and Candace Ballard

Michael and Patricia Barlow

WaTasha Barnes Griffin

Neal Barnum

Lonita Bassett

Steve and Amy Bassett

Daniel and Carolyn Beard

Mary Ann Beard

Bryan Beaty

David and Mary Benbow

Judy Benken

Daniel and Janet Benson

Marianne Benson

Teresa Bergan

Vicki Bickett

Ken and Patti Biller

Derron and Charity Bishop

Dennis and Tanya Blair

Michael R. Blake

Megan Blake Weinman

Jane Botts

Forrest and Mary Bowers

Chris M. Bowles

Trina Bowling

Scot and Jo Boyce

Boys & Girls Clubs of Muncie

Sheila Bracken

William Bracken

Bridges Community Services

Ken and Peggy Briner

Cathy and Mark Brinker

Brian and Tina Brinkman

Rob and Mary Brodhead

Sally Brodhead

Michael W. and Lisa M. Brown

Patricia Brunette

Juanita A. Bruns

Schuyler and Mary Louise Buck

Jack Buckles

Ronald and Margaret Bullock

Ed and Kathy Burgauer

Philip Lee Burk

John and Karen Burkhardt

Joe and Linda Burnworth

John and Donna Burton

Robert and Lydia Burton

Michael and Abby Butler

Judi Calhoun

Care Animal Hospital

Nancy Carlson

James and Jennifer Carmichael

Ann Carney

Dolores Kibler

Bill and Mikki Carr

Jeffrey and Connie Carter

Larry and Jane Carter

Catalina Charitable Foundation

Peggy Cenova

Gretchen Cheesman

Christian Student Foundation, Inc.

Marcille Claar

Patricia Clark

Tom Clark and Mary Foster

Richard and Raquel Clasby

Teresa and Samuel Clemmons

Susan Cline

Mike and Susie Cloyd

Carolyn Cooley

Phillip Coon

Ray and Leslie Cortopassi

Gordon and Pam Cox

Sharon Cox and Family

Larry and Connie Crabtree

Jim and Janice Craig

Laura Crampton

Allie and Juanita Craycraft

Marlin and Mary Ann Creasy

Jim and Barbara Crookston

Linn and Susan Crull

Bob Cummins

Ted Cunliffe

Dick Daniel

JoAnna Darda

David and Mary Jane Sursa Trust Fund

Wil and Cindy Davis

Mary and Jim Dawson

Chris and Catherine Day

Mark Decaroli

Cheryl and Jim Decker

The Deering Family

Delaware County Farm Festival

Delaware County Historical Society

Delaware Community Schools

Educational Foundation

Jason and Melissa Delk

Jack and Patty Demaree

Connie I. Denney-Meier

Steven R Dettman

Mark and Barbara DiFabio

Diane J. Digman

John Disher

Cherilynn Dollison

Cornelius and Mary Dollison

Melissa Donahue

Jason Donati

David M. Donovan

Elizabeth Douglass

Anthony Dowell

Kim S. Dowling

Helen S. Duncan-Rucker

Larry and Gloria Durham

William and Barbara Eidson

Anthony Elliott

Jason and Joy Elwood Family

Matt, Heather, Will, Olivia, and Hank Elwood

Sue Errington

Mark and Molly Ervin

Estep Burkey Simmons, LLC

Lance and Mary Jo Estep

Teresa Evanko and Zoe Bilello

Exchange Club of Muncie

Adam and Jaime Faulkner

Ronald and Cheryl Fauquher

Olivia Evelyn Frances Fellows

Jeffrey and Susan Felton

Kimberly Howe Ferguson

Jim Finan

Luella Finan

James and Elizabeth Fisher

Jud Fisher and Carey Amos Fisher

Mark Flodder

David Forbes

Larry and Donna Fouch

Foursquare Church

Joe C. Fouse

Frank Brinkman Law, PC

Floyd Freer

Jane E. Freestone

Kenneth and Barbara Frost

Jasmine Fullove

Kimberley and Cornelius Fullove

Amy Gackenheimer

Jean Gadziola

David and Nancy Galliher

Mike and Cathy Galliher

Keith and Debbi Gary

Scott and Jane Gasser

Kari Gayes

Gem Mint Auction

Barbara Gillian

Richard and Nikole Gillis

Patronella C. Gillis

Richard and Renee Gillis

Marlene Girton

David and Marcia Gobble

Goelzer Investment Management

James Gooden

Mark Goodpaster

Dr. Anthony M. Grasso

Judith I. Gray

Mark and Traci Greenberg

Merrill and Linda Greene

Keith Greenwalt and Marla

Templeton

Connie Gregory

Della D. Gregory

Linda Gregory

Suzanne Gresham

Michael and Carolyn Grieves

Ron and Mary Groves

Patricia A. Guize

Lynn Hale

Maureen Hale

First Muncie

Hamer D. and Phyllis C. Shafer

Foundation

Frederick M. Hamilton

Brandon Hamilton and Sara Shade Hamilton

Marshall and Nancy Hanley

Christina Hansen-Pulaski

Linda Hanson

Mark and Cathy Hardwick

Jane Harman

Randy and Thanh Harnish

Bill Harris

Paul and Rebecca Harris

Richard Harris

Dr. and Mrs. Thomas M. Harris

Gayle and Jeannine Harrold

Leslie M. Hatcher

Brian Haughn

Peggy Hazlett

Heart of Indiana United Way

Tom Heck

Brandee Heeter

Dave and Deb Heeter

Jon and Janis Hendrix

Steven and Kristen Herbst

Charles Hetrick

Bill and Jackie Hill

Nancy Hines

Cynthia Hoffman

Jim and Jill Holstein

Home Savers of Delaware County

Mark Hood

Hoosier Pride Excavating, Inc.

Mr. and Mrs. David Hoover

Janet (Stevenson) Hoover

Lindsey Horan

Dan and Mary House

Aileen Howard

Keri Howell

Gregory Huffman Estate

Hillary Hughes

Jane E. Hughes Education Fund

William and Roseanne Hughes

Virginia Hunter

Indiana Michigan Power

Indianapolis Stage Sales and Rentals

Innovation Connector Inc.

Ann Johnson

Wayne and Mia Johnson

Jennifer Johnson

Julianna Jarabak Johnson

Enchanted Luminaria Walk, Minnetrista

DONORS CONTINUED

Roni Johnson

Junto of Muncie

Dain and Amanda Kavars

Lisa and Ingrid Keener

Steven and Amy Kehoe

Stanley Keil

Eric and Sandra Kelly

Allen and Connie Kemper

Gary and Sue Ann Kemper

Martha Kendrick

Patricia Kennedy

Jennifer Kent

Jeff and Ruth Kiger

Jack A. King

Jim and Shirley King

Amy E. King

Thomas Kinghorn

Magi Kirkpatrick Sikora

Carl Kizer

Emily, Jason, and James Klinker

Patricia Knasinski

Thomas and Alexandra Kocoshis

Kirby and Kristi Koriath

Carol Kosisko

Dr. John Koumoulides

Dennis and Carolee Kramer

Timothy and Sharon Kuzma

David Land

Jeff and Beth Lang

Janice Largent

Philip and Kathy Lawson

LEAP Managed IT

Susan Leffler

Jaime Lemna

Lilly Endowment Inc.

John and Kathy Littler

Jill Long Thompson

Terry Lothamer

Connie J. Loveless

Janet Loveless

Rachel Lunsford

Kirk and Deb Mace Memorial Foundation

John and Vicki MacIntyre Family

Dorothy and Arthur Malman

Gabe and Kerri Manis

Julie Mannies

Meryl E. Mantione

Maplewood Animal Hospital

Marilyn Marks

Dick and Liz Marshall

Jay and Mary Ann Matchett

Elizabeth P. McClinchie

Becky (Becca) McConnellCunningham

B. Allen McCormick

Bill and Jan McCune

Joann McKinney

Susan Meiers

Todd Merickel

Dr. Fred A. Meyer, Jr.

Nancy Millard

Beverly Carroll Miller Living Trust

Mr. and Mrs. Chris Miller

Keith and Elaine Miller

Kevin and Sherri Miller

Minnetrista

Jason and Marcy Minton

James E. Mitchell

Lisbeth Mitchell

Cindy Modlin Adams

Jon Moll and Nancy Barefoot Moll

Frank A. Monroe

Barbara and Randy Moore

Bruce Moore

Mark and Mary Mordue

Kappy (Klang) Morin

Shirley Morrison

Tom and Kathy Morrison

Becky L Moss

Wilfridah Mbone Mucherah

City of Muncie

Muncie Altrusa Foundation, Inc.

Muncie Central Boys Basketball

Muncie Children’s Museum

Muncie Duplicate Bridge Club

Muncie Power Products

Steve Murphy and Lisa Thomas

Janie and Todd Murray

James, Kate and Sagan Murray

Ryan and Jennifer Murray

Murray’s Jewelers

Rick and Eva Muzzy

Barbara L. Myers

J. Matthew and Alexis Neal

James Needham

Bob and Susan Nelson and Family

Vonnie Newburn

AJ Nicholas

Nonprofit Support Network

Normandy Flower Shop

Northwest Bank

Akilah Nosakhere

Mary Ann Olinger

Open Door Health Services

Keith and Betty Orebaugh

Larry and Barbara Ottinger

Michael and Patricia Painter

Deborah A. Parish

Don and Claire Park

Paul and Stacia Partezana

Patricia Schaefer Foundation Trust

Ruth and Wayne Payne

Richard and Regina Peck

Sandra F. Peterson

Frank and Angela Petty

The Pfanschmidt Family

Luke Philippsen

Luke and Dianne Philippsen

Tamara Phillips

Karen Pickering

Donna Polcz

Psi Iota Xi

Judi Putt

Jim Pyle

Susan Rains

Steve and Amy Reed

Susanne Reising

Dan and Jana Reno

Chuck Reynolds

Polly Richman

Dan Ridenour

Sherry Riggin

R. Donn and Freida J Roberts

Harold Lee Roberts

Jane B. Robertson Revocable Trust

Roche Diagnostics

Vernon and Patricia Rodeffer

Janet Roepke

Judith Roepke

Lenora and Bob Rogers

Ginger K. Ros

Rusty and Trula Ross

Rotary Club of Muncie

Connie Roth

Max and Barb Rudicel

Nanette Rushton

Carol Salian

Charles E. Sanders, Jr. and Sarah A. Sanders

Marilyn Scales

Jennifer Scarberry

David John Schakel

Judith Schell

Neil Schmottlach

Christopher and Debra Schneider

Kay Schnuck

James Schrecongost

Lisa, Vanessa and Sam Schroeder

Lauren Schultz

Emily Scott

Joe F. Scott

Andrew Seager

Carol E. Seals

Doreen Sebring

Second Harvest Food Bank of East Central Indiana Inc.

Lisa Self

Peggy Selvey

David Sexton

Dianne B. Shafer Estate

Shafer Leadership Academy

Janet Sharp

Robin and Mary Shear

Nancy Sheets

Dave and Angie Shondell

John Shondell

Steve Shondell

Jennifer Shopher

Harry L. Shrieve

Kelly and Joel Shrock

Kent Shuff and Steve Fennimore

Larry Shultz

Sigma Phi Epsilon, Indiana Gamma Chapter

Kyle and Stacia Simmerman

Larry and Kathie Simmons

The Singleton Family

Mary and George Sissel

Julie Skinner

Eric and Suzanne Small

Nancy J. Smith

Greg and Sandra Smith

Jeffery L. Smith

Jenny Moore Smith

John Smith

Les Smith and Marla Boatwright

Steven and Barbara Smith

Van and Margaret Smith

Robert and Marilyn Smitson

Randy and Cindy Sollars

Larry and Jeanine Souders

William and Isabelle Sowers

Cindy Spears

Rich and Sheila Spisak

Rachel Spodek

Daniel and Lynne Stallings

Casey and Jennifer Stanley

Kelly and Donna Stanley

Don and Ramona Stetson

Catharine Stewart

Eric Stout

Robert and Janet Stratton

Kallie Sulanke

Charlie and Claudia Sursa

Joe and Jolena Sutherland

Tania Said Consulting

Samantha Taylor

Robert A. and Beverly D. Terhune Fund

Robert A. Terhune Charitable Lead Trust

Robert H. Terhune

Allan and Carolyn Thomas

Larry and Jo Ann Thomas

Wayne and Carolyn Thomas

Dennis and Melinda Thompson

Katie, Will, Ben, and Edward Thorndike

Charles and Marguerite Tice

Michael and Ruth Ann Tolle

Craig and Cynda Turner

Rob Tyler

Union Chapel Ministries

United Day Care Center

United Way of Central Indiana

James Updike and Munjot Sahu

Barbara Vanbuskirk

Warren and Joy VanderHill

Marilyn Vanhooser

Vekstar

Russ Vernon

Jim and Karen Vincent

Rinda Vogelgesang

Marianne Vorhees

Dr. Annemarie Voss

Rex and Rhonda Waldo

Steve and Marilyn Waldo

Terry and Cheryl Walker

Suzie Wallach

Brandon and Kristi Walters

Daniel Wantz

Carol Watkins

Diane Watters

Westminster Villas

Wheeling Condominium Association

Don and Sue Whitaker

John and Susan Whitaker

Douglas and Kathy White

Max and Carol White

Bill Whitehead

Bill Whitehead and Family

Carole Whitehead

Whitinger & Company LLC

Gayle and Chris Williams

Heather Williams

Jim R. Williams

Pam and Jim Wingate

Suzanne Wingate

Betty Wingrove

Lezlie Winter

Arno Wittig

Dan and Christine Wolfert

John E. Worthen

Mark and Mary Ann Wright

Susan Wyne

Tony Yakos

YMCA of Muncie

Yorktown Swim Club

YWCA Central Indiana

Sherman and Marjorie Zeigler Foundation

Rural Delaware County

Tributes

HONORARIUMS

Jay Allardt

Marilyn Ault

Mary Ann Beard

Clark Beebe Koontz

Jean Blake

Matthew Blake

The Board of Directors of the Childrens Clothing Center

The Community Foundation Staff

Carolyn Cooley

Tricia Davis Williams

Carol and Tony Elliott

Fred Feick

Steve Fennimore

Jim Finan

John and Debbie Foster

David and Nancy Galliher

Julia Gouveia

Erma L. Green

Connie Gregory

Suzanne Gresham

Patty Guize

Sara Shade Hamilton

Kelly Heavilon

Fred and Janna Hollowell

Mary House

Steve and Kim Hunter

Ann Johnson

Roni Johnson

Laura S. Kelley

Nancee Kinghorn

Tom Kinghorn

Lee Ann Kwiatkowski

Bill and Jan McCune

Fred A. Meyer Jr.

Nancy Millard

Kandi Miller

Jon Moll

Partners for Profit

Janet Roepke

Carol E. Seals

Nicholas Peter Shear

Boone Wingate Shear

Steve Shondell

Kent Shuff

Staci and Steve Slavin

Van and Margaret Smith

Daniel and Lynne Stallings

Brooke Stallings

Kelly and Donna Stanley

Andrew Stratton

Peter Stratton

William Summers

Peter Voss

Robert Walters

Katherine White

Jim and Pam Wingate

MEMORIALS

Tiny Adams

Janet Arnold

Ron Aylor

Verna L. Bartlett

Bob Beasley

Kevin Bergan

J. Wilbur and Marie I. Berry

Dave’s Alley, Muncie

Everlasting

ARTWORK HONORS COMMUNITY MEMORIES

THE COMMUNITY FOUNDATION HOLDS MORE THAN FUNDS – we also hold the memories of our community. Each contribution to the Foundation and each fund established holds the intent of the donor. The Community Foundation carries that intent forward, generation after generation, creating an everlasting resource of charitable dollars for Muncie and Delaware County.

Last year, we shared the story of our new home – a building where we could create new memories for the community. Throughout our office space, we honor the community through local photography and contemporary artwork by local artists. We also wanted to embrace opportunities to ensure the past would be remembered. To honor our past, and two of the Foundation’s earliest champions, David Sursa and Edmund Ball, we commissioned Everlasting. The sculpture, installed in the

building vestibule and lobby but visible even from outside the building, reuses glass removed from Minnetrista’s Catalyst sculpture.

Everlasting features a stainless-steel tree with dichroic glass leaves. The tree and its deep roots represent the permanency of The Community Foundation of Muncie and Delaware County. The leaves change color from different angles like our community changes over time. The Community Foundation is everlasting – here to benefit our community today, tomorrow, and always.

David Sursa and Edmund Ball envisioned a community foundation’s impact on Delaware County. They encouraged others to see the vision when the first seeds were planted for The Community Foundation nearly 40 years ago. It’s only fitting that we honor their shared contribution within our walls.

Mr. Ball receives credit for issuing the challenge to community leaders to start The Community Foundation. He even offered a matching gift from the Ball Family for the first $1 million raised. Catalyst was commissioned in 2003 by Virginia B. Ball to honor her late husband, Edmund. The couple served as a catalyst for great things in our community. In 2019, Catalyst underwent restoration, including replacement of the glass. Minnetrista offered the original glass for artistic purposes and to celebrate our shared history.

Mr. Sursa was the Foundation’s founding president, championing the power of endowment in the community. He was a visionary leader and driving force behind the foundation we have become today. Together, he and his wife Mary Jane invested in The Community Foundation. They established funds to benefit the causes that mattered most to them. Their everlasting support inspired their children and grandchildren to embrace

philanthropy. They have created a multi-generational family legacy.

In fact, the Sursa children and grandchildren partnered with The Community Foundation to bring Everlasting from a concept to a beautiful piece of art. The family funded the project in honor of their parents and grandparents.

Through Everlasting, The Community Foundation honors the memory of our earliest champions. Through our service in Muncie and Delaware County, we hold the memories of so many others, too.

Our Volunteers

STRATEGIC

Trent Dowling

Sara Shade Hamilton

Magi Kirkpatrick Sikora

Casey Stanley

FINANCE

Kathy White, Chair

Trent Dowling

Mark A. Ervin

Michael B. Galliher

Erika Hayes

David W. Heeter

John D. Littler

Carol E. Seals

Casey Stanley

INVESTMENT

Tom Heck, Chair

Ronald K. Fauquher

Jennifer Gibson

Thomas J. Kinghorn

Mark Price

Carol E. Seals

Daniel Stallings

Rob Tyler

IMPACT INVESTING

Ben Freeman

Jeff Huff

Magi Kirkpatrick Sikora

Carol E. Seals

Steve Slavin

GRANTS

Sara Shade Hamilton, Chair

John W. Anderson Jr.

Chris Day

Andrew Draper

Ermalene Faulkner

Jaime Faulkner

Olivia Fellows

Molly Flodder

Keith Gary

Charlize Jamieson

Lathay Pegues

SCHOLARSHIP

Derron Bishop

Rateira Dodds-Simmons

Keith Doudt

Aileen Howard

Marchal Hudson

Ryan Hunter

Mia Johnson

Jared Quarles

Ali Starkey

ROBERT P. BELL EDUCATION FUND

Tom Arnold

Devon Barbosa

Lisa Brand

Courtney Crabtree

Felicia Gray

Kacie Hall

Eileen Molter

Kris Nauman

Erin Wilson

Melanie Wright

KITSELMAN FUND

Jon Moll, Chair

Stefan S. Anderson

Steven Smith

Franky Voss

Jim Williams

LAND CONSERVATION FUND

John Craddock, Chair

Jay Allardt

Sue Errington

Sara Shade Hamilton

Paul Russell

Les Smith

John Taylor

MUTUAL LEGACY FUND

R. Donn Roberts, Chair

Linn Crull

Sara Shade Hamilton

David W. Heeter

Carol E. Seals

ALBANY TOWN ENDOWMENT FUND

Lance Engle

Tony Evans

Barb Frazee

Kristen McConnell

Clyde Shaffer

Ryan Vannatter

GASTON TOWN ENDOWMENT FUND

Lisa Brown

Trent Dowling

Dick Johnson

Kyle Mealy

Brandon Petro

James Wormer

LIBERTY PERRY SELMA TOWN ENDOWMENT FUND

Jim Ballenger

Kim Connor

Larry Crabtree

Theresa Johnson

Brandon Morvilius

Kristy Thompson

TOWN OF YORKTOWN ENDOWMENT FUND

Edward Armantrout

Carolyn Gant

Sarah McCord

Bryan Smith

Samantha Taylor

CHAIR EMERITUS

Stefan S. Anderson

Wilbur R. Davis

Trent Dowling

Mark A. Ervin

Ronald K. Fauquher

Jeffrey R. Lang

John D. Littler

Carol E. Seals

Steven M. Smith

Charles V. Sursa

Marianne Vorhees

IN MEMORIUM

Edmund F. Ball

Jack E. Buckles

Oliver C. Bumb

Suzanne Gresham

David Sursa

PRESIDENT EMERITA

Roni Johnson

Marcy Minton President and CEO

Kallie Sulanke Chief Community Partner for Outreach and Donor Relations

Amanda Kavars Chief Community Partner for Program and Nonprofit Relations

Carol Kosisko Community Partner for Donor Relations

Molly Harty Community Partner for Program and Nonprofit Relations

Trina Bowling Finance Officer

Rachel Spodek Outreach and Donor Relations Manager

JoAnna Darda Program and Nonprofit Relations Manager

Rachel Lunsford Operations Support Manager

PROFESSIONAL COUNSEL

Steven D. Murphy, Legal Counsel

Madjax Maker Classroom