VOL. 32 NO. 1
MARCH 2022
L E G A C Y
Albany, Indiana
Where neighbors create legacies
LET’S TALK
A LIFETIME OF COMMUNITY SUPPORT
In 2022, The Community Foundation board approved a new five-year strategic plan. While our new plan continues our history of work in Muncie and Delaware County, it also provides us with new goals on which to direct our work. Our goals include strengthening relationships with donors, nonprofit partners, fellow funders, and community leaders. We also want to support charitable action across the community by increasing awareness of the Foundation as a partner in philanthropy. In this issue of Legacy, we share the story of Richard and Dorothy Burkhardt, who had their own charitable goals and saw The Community Foundation as a partner to help them realize those goals. The Richard W. and Dorothy J. Burkhardt Fund allowed the Burkhardts to leave a charitable legacy through their gift to The Community Foundation. You will also see a summary of grants and gifts from 2021 and read about grants awarded to kick-off 2022. We look forward to connecting in 2022. We hope to hear from you about your charitable goals, too.
Kelly K. Shrock President
Richard and Dorothy Burkhardt
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ichard and Dorothy Burkhardt arrived in Muncie in 1952 with their three children, Jon, Chip, and Claire. Richard had been named Dean of Faculty at Ball State Teachers College. The family quickly made Muncie their home. Richard and Dorothy both spent most of their careers at Ball State University. In addition to his role as Dean of the Ball State Teachers College, Richard served in various roles before retiring as provost in the mid-1980s. Dorothy earned a Master’s Degree from Ball State and taught for twenty-seven years in the Ball State Foreign Languages Department. Beyond their professional commitment to higher education, the Burkhardts were active in the Muncie community. Richard was a member of the Rotary Club and Grace Episcopal Church.
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Dorothy was a member of the Conversation Club and the Art Alliance. Dorothy also served on the Board of Directors and Grants Committee of The Community Foundation of Muncie and Delaware County. Meals on Wheels of Muncie recognized her with an Outstanding Service Award. Richard and Dorothy were dedicated lifelong champions for many charitable causes. They supported the efforts of Ball State University and Knox College in art, languages, history, and general education. Locally, they were both contributors to and volunteers for Habitat for Humanity, Motivate Our Minds, and The Community Foundation of Muncie and Delaware County. The Door County Community Foundation in Wisconsin was another recipient of their philanthropy. Because of their community involvement, Richard and Dorothy knew that nonprofit organizations rely on the annual support of their donors to continue important programming. The Burkhardts made a plan to continue their giving even after they were gone. In 2005, Richard and Dorothy joined The Community Foundation’s Legacy Society. Joining was simple. They only needed to share their plan to include the Foundation in their estate plan. Richard and Dorothy established a “future fund” at The Community Foundation a few years later. A future fund is a fund that will be established upon the donor’s death with an estate gift to carry out their charitable wishes. Donors work with The Community Foundation to identify a name and purpose for a fund and sign a fund agreement that will be used to establish the fund once their estate gift is realized.
annual grant distributions for the fund’s life. In 2015, The Community Foundation hosted a “birthday party” to announce and celebrate the fund’s establishment with the benefiting organizations. “The Burkhardts were a couple who did things together in a very quiet way,” said Foundation president Kelly K. Shrock at the celebration. “They were like a canoe that moved forward because they always paddled in the same direction, totally in concert with each other, calmly making an impact.” At the party, organizations received their first distribution from the fund, and they learned of the fund’s provisions. Each organization was awarded a unique amount, and that amount would continue annually for the next seven to eight years. This January, recipients received their final distribution from the Richard W. and Dorothy J. Burkhardt Fund. Just over $234,000 was awarded between 2015 and 2022. “We would typically use this distribution each year to offset the need for rent and utility assistance and help families move into permanent housing with deposits,” said Andrea Smith, executive director of Christian Ministries of Delaware County. “That is typically one of the biggest needs we have for the community.”
The Richard W. and Dorothy J. Burkhardt Fund would be a nonpermanent fund at The Community Foundation that provided annual support to identified organizations until the fund was exhausted.
The Community Foundation worked closely with the Burkhardts to ensure their charitable wishes were understood and met. Richard and Dorothy knew that the organizations they supported relied on their annual gifts. Their gift to The Community Foundation provided these organizations with continued support.
Richard and Dorothy both passed away in 2014 at ages 95 and 96, respectively. Upon their death, with a gift from their estate, The Richard W. and Dorothy J. Burkhardt Fund provided 17 organizations with
We are here to serve as a partner in realizing your philanthropic goals. To start the conversation and learn more, contact Kelly K. Shrock, president, at 765-747-7181 or kshrock@cfmdin.org.
BENEFITING ORGANIZATIONS Alpha Center, Inc. IU Health Ball Memorial Hospital Boys & Girls Clubs of Muncie Christian Ministries of Delaware County, Inc. Community Enhancement Projects, Inc. The Community Foundation of Muncie and Delaware County Heart of Indiana United Way Grace Episcopal Church
“The Boys & Girls Clubs of Muncie is appreciative of the support that we have received from the Richard W. and Dorothy J. Burkhardt Fund. Without the funds that we have received over the years, many of the programs that we offer to our youth would not be possible.”
Greater Muncie, IN Habitat for Humanity, Inc. Huffer Memorial Children’s Center, Inc. Meals on Wheels of Muncie Inc. Minnetrista Muncie Mission Motivate Our Minds, Inc. New Harmony School Foundation Youth Opportunity Center, Inc.
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*Play for Life International was included through 2020 when they were identified as inactive.
Muncie Mission has used the annual distributions from the Richard W. and Dorothy J. Burkhardt Fund to provide direct, compassionate care to struggling individuals and families in the community, translating the Burkhardt’s support into food, blankets, coats, and warm beds.
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WELCOME NEW ADMINISTRATIVE ASSISTANT The Community Foundation is pleased to welcome Rachel Lunsford as administrative assistant. Rachel joins The Community Foundation after spending most of her professional career in the banking industry. Her experience in compliance, management, and customer service will be an asset to the Foundation’s team. Rachel shares her favorite thing about this community. “We have an eclectic mix of creative and passionate people that live in this community and always strive to make it better.” Rachel is a great addition to The Community Foundation team! JoAnna Darda, former administrative assistant, continues her service to The Community Foundation as program administrator.
YEAR END TOTALS HIGHLIGHTS FROM 2021
Total Grants by Area of Interest for 2021
Grants totaled........................................................................................$3,770,953 Arts & Culture................................................................................ $272,609 / 7% Community Betterment............................................................. $1,063,073 / 28% Economic Development.................................................................. $231,815 / 6% Education................................................................................... $1,344,607 / 36% Human Services............................................................................ $636,469 / 17% Scholarships..................................................................................... $222,380 / 6%
Other Year-end results for 2021
Total contributions................................................................................$3,801,812 Total number of gifts......................................................................................1,157 Total number of donors.....................................................................................641 Total number of new donors.............................................................................243 Total number of new funds.................................................................................10
2022 FIRST QUARTER COMPETITIVE GRANTS THE FOUNDATION AWARDS 16 GRANTS TOTALING $675K
We are pleased to announce that $674,6338 has been awarded to 16 nonprofit organizations during the first Quarterly Competitive Grant cycle of 2022. A Better Way Services, Inc. received
$60,000 to support the costs of operations.
Home Savers of Delaware County
received $30,000 to provide urgent home repairs and accessibility modifications to low-income homeowners.
Muncie Arts and Culture Council received $38,000 to support the cost of operations.
Muncie Children’s Museum received
Boys and Girls Clubs of Muncie received
$50,000 to support the More to Explore capital campaign.
Cardinal Greenway, Inc. received $35,000
a transitional housing neighborhood.
$60,000 to support the costs of operations. to support the costs of operations.
City of Muncie Parks and Recreation Department received $11,633 to upgrade the safety of existing facilities.
Community Enhancement Projects
received $27,500 for the Muncie Memory Spiral, an addition to Muncie’s park system and cultural landscape in Heekin Park.
Cornerstone Center for the Arts received $60,000 to support the cost of operations.
Greater Muncie, IN Habitat for Humanity, Inc. received $60,000 for the 2022 housing program.
Muncie Mission received $37,500 to support Ross Community Center received $35,000 to support the cost of operations.
Shafer Leadership Academy received $10,000 to support the cost of operations.
Urban Light Community Development Corporation received $30,000 for the 2022
neighborhood engagement program and housing renovation project.
YMCA of Muncie received $75,000 to support their capital campaign for a new community YMCA.
YWCA Central Indiana received $55,000 to support the cost of operations.
First Quarter Competitive Grants have been awarded from The Unrestricted Fund of The Community Foundation and the following funds: 5000th Charitable Fund, Inc. Fund, Gary Addison Fund, Stefan and Joan Anderson Unrestricted Fund, The Endowment for the Arts Fund, Ball Corporation Community Betterment Fund, Edmund F. and Virginia B. Ball Fund, Bassett Family Fund, J. Robert and Joanne N. Baur Fund, Loiusa and Waldo Beebe Unrestricted Endowment Fund, Pat and Jane Botts Fund, Jane Harrell Buckles Fund, Patrick and Marilyn Cleary Fund, Gordon and Pam Cox Fund, Day Star Center Fund, William and Margaret Dutton Fund, Economic Development Fund, Edgar Faulkner Sr./Ermal S. Roundtree Fund, John and Janice Fisher Quality of Place Endowment Fund, John and Janice Fisher Unrestricted Endowment Fund, Beulah M. Frogge Fund, Linda and Connie Gregory Fund, Julian and Suzanne Gresham Fund, Gayle and Jeannine Harrold Fund, Historical Preservation Fund, Jane E. Hughes Fund, Roni Johnson Fund, KAKATU Foundation/David and Joanna Meeks Fund, John C. Kelly and Marcia Ressler Kelly Fund, Laura Stanley Keppler Fund, Francis Lafferty Fund, Jeff and Beth Lang Fund, Leap Managed IT Fund, John and Katherine Littler Fund, Michael O. and Nicole T. Lunsford Fund, MidWest Metal Products Fund, Bill and Nancy Mitchell Living Well in Delaware County, Jon and Barbara Moll Fund, Morris Youth Fund, Muncie Power Products Community Impact Fund, MutualBank Charitable Foundation Fund, Ontario Systems - Wil Davis and Ron Fauquher Fund, Mary Kate Pingry Fund, Jim and Mary Rosema Fund, Martin D. and Helen B. Schwartz Unrestricted Named Endowment Fund, Hamer and Phyllis Shafer Fund, Shafer/Muncie Power Products Legacy Fund, Kent Shuff and Steve Fennimore Fund, Jeanne and John Smith Fund, Jeanne and John Smith Unrestricted Fund, Nancy J. Smith Fund, Daniel and Catharine Stewart Fund, Robert and Janet Stratton Fund, Charles and Claudia Sursa Unrestricted Named Endowment, David and Mary Jane Sursa Fund, Mary Jane Sursa Fund, Wayne E. and Carolyn K. Thomas Fund, Mac and Lila Warrell Endowment Fund, Joseph and Janet Wilson Unrestricted Endowment Fund, Faye Wingate Fund, and Youth as Resources Fund.
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NONPROFIT ORGANIZATION U.S. POSTAGE
PAID
MUNCIE, IN PERMIT NO. 807
P.O. Box 807, Muncie, IN 47308 Phone: (765) 747-7181
Confirmed in compliance with National Standards for U.S. Community Foundations.
HERE’S A PEEK AT WHAT YOU’RE MISSING ON OUR INSTAGRAM! Kindergarteners at Selma Elementary school experienced expanded creative play centers with the addition of paints and easels with the support of a Robert P. Bell Education Grant. #GrantsInAction Follow us! Instagram.com/cfmdin
Legacy is a publication of The Community Foundation of Muncie & Delaware County, Inc.
MEMORIALS AND HONORARIUMS
The following individuals were remembered or honored through gifts to The Community Foundation from Nov. 1, 2021 to Dec. 31, 2021.
Memorials
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Sarah E. Adams Tiny Adams Leonard Atherton John B. Beasley Mary Anna Beasley Marianne Bock Patrick Botts Alyxanara Brinkman Michael Brodhead Ashley Burgauer Richard and Dorothy Burkhardt Beatrice Westbrook Cherry Ruth Chin Dr. Jay K. Church Barbara Clark Janet N. Cook Dr. P. Phillip Cooley Michael L. Cox Larry Dollison Sr. Ruth Estella Beard Drown Joe Evans Muggs Gooden Mr. and Mrs. Charles and Erma Green Zach Greenwalt Julian Gresham John Hartmeyer Gregory Hill Jon Hunter Kathy Inamdar John and Sally Johnson Norman (Larry) Johnson Kathleen Keil
Ray Kinder James J. Kirkwood Ellen Lacey Susan Land Ray Lanum Kip Laws Jim Leffler John B. Lotz Harold and Jean Nation Ellen Payne Osborn Frances Petty Sargent and Edmund F. Petty Bill and Kate Pingry Gary S. Prater Bill Putt Oscar, Mae, and Rose Rector Clif Reichard Nancy Remington Charles Richmond Sandra Kay Roberson Jerry Rushton Donald Schaaf Verna Kiser Schaaf Bill and Diddy Schede Dale E. Schell Pamella (Ramsey) Shay Donna Slater Bob Smith Dixie Smith Jeanne Smith Dylan Stafford Mrs. Peggy Strauch Jack Surface David and Mary Jane Sursa Charles W. Thomas Mikel Thornburg George and Kaye Valos
Rex Waldo II Eileen Walters Rollin E. Ward Jim Warrner Bobby Watters Kaye Whitehead Ben Grady Williams Ivan Wright Sr. Elaine Bartlett Wulff Robert Wyne Marjorie Zeigler Pets: Stella Nation Brinkman Maggie Nation
Honorariums
Britney Bass Dr. Betty and Col. John Beeson Jean R. Blake Matt Blake The Community Foundation Staff Cornelius and Mary Dollison Mary Dollison Tony and Carol Elliott Ro-Anne Royer Engle Molly Flodder John and Debbie Foster Bill and Vicki Gaddis David and Nancy Galliher Donna Gilkison James Gooden Genny and Brian Gordy Suzanne Gresham
Jeff and Anne Hunter Steve and Kim Hunter Roni Johnson Jonathan Jones Betty Kendall Susan Leffler Mary Bess Lunsford Mike and Nicole Lunsford Carson McCoy Linda and David McGalliard Hannah McKinney Fred A. Meyer Jr. Nancy H. Millard Bev and Ken Miller Bill and Linda Morton The Muncie Action Plan Leadership Team Staff of Muncie Animal Shelter Muncie Arts and Culture Council Board of Directors Muncie Civic Theatre The Rushton Family Sarah Shaffer Boone Wingate Shear Nicholas Peter Shear Staci and Steve Slavin John W Smith John Smith Van and Margaret Smith Dylan Stafford Daniel Stallings Catharine P. Stewart Peter Stratton Erin Williams
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Send your donation to P.O. Box 807, Muncie, IN 47308
Visit cfmdin.org to make your donation
BOARD OF DIRECTORS Trent Dowling, Chair Magi Kirkpatrick Sikora, Vice Chair Casey Stanley, Secretary Ermalene Faulkner, Treasurer
ADVISORY BOARD John W. Anderson Jr. Judy Benken Chris Day Mark A. Ervin Jaime Faulkner Ronald K. Fauquher Olivia Fellows Molly Flodder Michael B. Galliher Keith Gary Linda Gregory
Derron Bishop Sara Shade Hamilton Dave Heeter Mia Johnson Carol E. Seals
Tom Heck Thomas J. Kinghorn Jeffrey R. Lang John D. Littler Chris Miller Lathay Pegues Daniel Stallings Rob Tyler Marianne Vorhees Leland Wilhoite Kathy White
PAST CHAIRS Stefan S. Anderson Jack E. Buckles Wilbur R. Davis Mark A. Ervin Ronald K. Fauquher Suzanne Gresham Jeffrey R. Lang
John D. Littler Carol E. Seals Steven M. Smith Charles V. Sursa David Sursa, deceased Marianne Vorhees
STAFF Kelly K. Shrock, President Carly Acree - King, Program Officer Trina Bowling, Finance Officer JoAnna Darda, Program Administrator Rachel Lunsford, Administrative Assistant Marcy Minton, Senior Program Officer Kallie Sulanke, Community Engagement Officer Amy Tuttle, Communications Administrator
PROFESSIONAL COUNCIL Steven D. Murphy, Legal Counsel
