Building For The Future
2002 Annual Report
Building For The Future: 2002 Annual Report
Table of Contents 2
Greetings from the President and Executive Director
3
Building Leadership
4
Building Morgan County
4
Building Youth
5
Building Programs
6
Building Minds
7
Building Resources
8
Building for the Future
Board of Directors, Committees, and Staff 2002 Grantees
Grantee Profiles
Make A Difference Morgan County and GIFT V Recap Lilly Endowment Community Scholarships and Sgt. Dan Starnes Memorial Scholarship Scholarships, Endowments, and Charitable Funds 2002 Donors
10 Building Community
Donor Profile: Larue & Cynthia Brewer
11 Building Partnerships 2002 Corporate Partners
12 Building Stewardship Year-End Financial Statement
Our Mission The Community Foundation of Morgan County, Inc., works with our citizens to enhance the quality of life for current and future generations. We accept gifts, administer funds, and make grants to meet needs throughout the county.
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Community Foundation of Morgan County, Inc.
From the President The Community Foundation of Morgan County – with the help of friends like YOU – experienced unprecedented growth and success in 2002. It is only with your support that we can build for the future! As President of the Community Foundation of Morgan County Board of Directors in 2002, it is my pleasure to share with you this report of the past year. I hope you will not only enjoy reading about our achievements, but also share in the pride of these accomplishments. I would be remiss if I did not thank some of the “architects” who helped the Community Foundation James Harris of Morgan County in 2002. The Community Foundation Board of Directors led the way, developing President, Board of Directors a strategic plan and offering their time, expertise, and financial support to put the plan into action. Citizens Bank established the groundwork by making a $20,000 gift to the Community Foundation, the largest single corporate gift in the history of both organizations. The Lilly Endowment GIFT V Initiative (Giving Indiana Funds for Tomorrow, Phase 5) provided extra incentive, matching all gifts to the CommonWealth Endowment dollar for dollar and matching gifts to the Evergreen Fund $2-to-$1. Most importantly, though, thank YOU. The Community Foundation of Morgan County exists because of our partnerships with our donors, grantees, scholarship recipients, volunteers, and friends. Because of your generosity and support, the Community Foundation will be here to serve all of our county for years to come. Together we can build a better future for Morgan County.
From the Executive Director Indiana’s First Lady Judy O’Bannon said, “When we invest in our communities, that very act of taking responsibility opens up new opportunities and the result is a community of hope. Philanthropically, Hoosiers have stepped up in big and small ways over the years and through these acts, added momentum, resources, and attention to the many ways we build hope within our communities.”
Erin Pritchard Frew Executive Director
Much of that hope has been fostered through Indiana community foundations. Indiana has more community foundations than any other state in the nation - 94 - and their combined assets totaled $1,300,000,000 (that’s one billion, 300 million!) at the end of 2002. The Community Foundation of Morgan County is proud to be among the Indiana community foundations that are adding momentum, identifying and contributing resources, and focusing attention on philanthropic opportunities which build hope for our communities.
In 2002, the Community Foundation of Morgan County experienced exciting growth and activity through existing and new programs. These programs provided a variety of opportunities for many individuals and organizations. We awarded a number of scholarships which were established by Morgan County donors; and we named 3 additional Lilly Endowment Community Scholarship recipients, bringing to 11 the total of Lilly Scholars from Morgan County. Total scholarships paid in 2002 were approximately $66,200. We continued our “Mini Grants for Major Impact” program, awarding 19 grants for a total of $17,646. We also awarded 5 arts grants for a total of $4,300. Additional grants from funds held at the foundation totaled approximately $85,000. Our supporting organization, the Kendrick Foundation, Inc., held their first-ever grant cycle. Six organizations received a total of $176,500 to assist with health-care issues in Morgan County. All of these grants and scholarships combined provided $349,646 to address needs in our community. The community foundation was pleased to provide training for organizations and their board members at a nominal fee. Called “Boardwalk,” it featured local experts leading sessions on “Effective Grant Writing” and “Marketing and Public Relations.” Another wonderful addition to our programming was “Make A Difference Morgan County.” The Make A Difference Honor Roll included 82 honorees (72 individuals and 10 organizations) who were recommended for making a difference through their kindness and volunteerism. A gala event celebrated the honorees and the spirit of giving in Morgan County. All this would not be possible without our terrific board and staff members and, most importantly, YOU! Working together to invest in our community, we have the opportunity to build a community of hope for generations to come.
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Building For The Future: 2002 Annual Report
Building Leadership Board of Directors, Committees, and Staff
Row 1 (Seated, L-R): Rachel Ruona, Raymond D. Blunk, David Kollmeyer, and Louis Feagans Row 2 (Standing, L-R): Wendell Thaler, Pamela Siddons, Susan Haynes, Cynthia Brewer, James Harris, Ron Bell, Bill J. Colbert, Ruth Rusie, and Stephen Leonard Not Pictured: Pauline Amy, Dale Coffey, David Keister, Robert Kinder, Dana Lynn, and Sylvia McCollum
James Harris, President Raymond D. Blunk, Vice President Dana Lynn, Secretary Robert Kinder, Treasurer Cynthia Brewer, Past President
Grants Committee Cynthia Brewer, Mooresville Dale Coffey, Martinsville David Kollmeyer, Mooresville Jay Kondo, Mooresville Dana Lynn, Brooklyn Vikki Poynter, Morgantown Strategic Planning Committee Raymond D. Blunk, Paragon James Harris, Mooresville Dana Lynn, Brooklyn Robert Kinder, Martinsville Ruth Rusie, Martinsville
Pauline Amy Ron Bell Dale Coffey Bill J. Colbert Louis Feagans Susan Haynes David Keister
David Kollmeyer Stephen Leonard Sylvia McCollum Rachel Ruona Ruth Rusie Pamela Siddons Wendell Thaler
Asset Development Committee Cynthia Brewer, Mooresville Bill J. Colbert, Mooresville David Keister, Martinsville
Scholarship Committee Polly Amy, Eminence Ron Bell, Martinsville Sylvia McCollum, Monrovia Beulah Patterson, Mooresville Rachel Ruona, Mooresville Wendell Thaler, Mooresville
Nominating Committee Raymond D. Blunk, Paragon James Harris, Mooresville Marketing/PR Committee Bill J. Colbert, Mooresville Louis Feagans, Martinsville Susan Haynes, Mooresville David Keister, Martinsville Jeff Quyle, Camby
Finance/Investment Committee Raymond D. Blunk, Paragon Robert Kinder, Martinsville Stephen Leonard, Martinsville Sylvia McCollum, Monrovia Pamela Siddons, Mooresville Wendell Thaler, Mooresville
Community Foundation of Morgan County Staff L-R: Julie Walsh Seiler, Director of Development & Donor Relations; Erin Pritchard Frew, Executive Director; and Gail Roby Blankenship, Director of Finance & Administration Annual Report Produced by Jen Nuckles
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Community Foundation of Morgan County, Inc.
Building Morgan County 2002 Grantees GRANTEE
PURPOSE
AMOUNT
Brooklyn Charity Festival
Sound System
$
500.00
Brooklyn Volunteer Fire Department
CPR Equipment
$
500.00
Child-Adult Resource Services, Inc.
Child Care Provider Training
$ 1,000.00
Eminence Elementary School
Digital Camera
$
599.00
Fall Foliage Festival
Kick-Off Dance
$
500.00
Footsteps Montessori, Inc.
YogaKids Program
$
650.00
GBD Children’s Ranch
Promotional Brochures
$ 1,000.00
Greater Martinsville & Mooresville Chambers of Commerce
Equitable Employment Practices Brochure
$ 1,000.00
Martinsville Arts Council
Publicity for 2002-2003 Season
$ 2,000.00
Martinsville Evening Lions Club
Bicycle Safety Program
$ 1,000.00
Martinsville Kiwanis
Cross School Renovation
$ 1,000.00
Mental Health Association in Morgan County
“Going to Kindergarten” Coloring Books
$
773.50
Monrovia Elementary School PTO
Indianapolis Symphony Orchestra Trip
$
450.00
Monrovia Festival
Talent Show
$
500.00
Monrovia Youth Soccer League
Lawnmower & Spring Coaching Clinic
$
799.00
Mooresville Consolidated School Corporation
Girls in Science Seminar
$
997.00
Mooresville Park & Recreation District
Civil War Days
$
800.00
Mooresville Park & Recreation District
Trees
$
755.44
Morgan County Commissioners
Morgan County Courthouse Clock Renovation
$ 1,000.00
Morgan County Firefighters Association
Memorial Plaque
$
765.00
Morgan County History & Genealogy Association Mooresville Methodist Episcopal Cemetery Renovation
$ 1,000.00
Morgan County Leadership Academy
Diversity Training
$ 1,000.00
Morgan County Long Term Recovery Committee
Case Work Coordinator
$ 2,400.00
Y’s Owl Preschool (Barbara B. Jordan YMCA)
Gross Motor Skills Equipment
$
957.85
$21,946.79
Building Youth: Grantee Profiles Building for the Future includes preparing our children for lifelong learning. Community Foundation grants in 2002 supported three such programs in Morgan County. Y’s Owl Preschool purchased equipment to develop gross motor and math skills. “Children this age learn best by moving and using their whole bodies,” says Director Sue Walker. “This equipment will provide a safe, encouraging environment for exploration and growth.” The Mental Health Association in Morgan County provides “I’m Off to School” coloring books for all county children entering kindergarten. Jack McTaggart, Executive Director, says the books help acclimate students to a new environment and set a positive tone for their school career. And, with a trip to hear the Indianapolis Symphony Orchestra, third graders at Monrovia Elementary School discovered how their education can extend beyond their school building. Principal Chris Sampson speaks highly of such cultural activities, noting that they enrich the classroom experience. The Community Foundation of Morgan County is pleased to support these and other charitable programs that are building for the future!
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Building For The Future: 2002 Annual Report
Building Programs Make A Difference Morgan County and GIFT V Recap Make A Difference Morgan County, a new program of the Community Foundation in 2002, has two goals: (1) to recognize our community’s unsung heroes – those people who make it a habit of doing good every day of the year and (2) to raise money for the CommonWealth Endowment – the fund from which the Community Foundation makes a difference through grants made to charitable organizations and worthwhile projects throughout Morgan County. In its first year, Make A Difference Morgan County recognized 72 individuals and 10 organizations that have contributed to the betterment of our communities. Make A Difference Morgan County Honorees ranged in age from 18 to 80 and represent every community in the county. We’re fortunate here in Morgan County to have folks who Make A Difference every day of the year. Their generosity inspires all of us to follow their example by finding our own way to Make A Difference! With the extra incentive of matching grants from Lilly Endowment’s GIFT V Initiative (Giving Indiana Funds for Tomorrow, Phase 5), gifts to the Community Foundation of Morgan County in 2002 exceeded all expectations, totaling $159,546. Gifts to the Evergreen Fund, the fund that supports the day-to-day operations of the Community Foundation of Morgan County, totaled $50,000 in 2002. This amount includes our largest-ever corporate gift, $20,000 from Citizens Bank, as well as gifts from 100% of the Community Foundation Board of Directors and staff. These gifts will be matched $2-for-$1 by Lilly Endowment, resulting in an additional $100,000 for Morgan County.
Over 170 people attended the Make A Difference Morgan County Celebration at Martinsville’s South Elementary School.
Y’s Owl preschoolers work on their motor skills.
The past year also brought $54,656 for the CommonWealth Endowment, the fund from which grants are made to charitable organizations throughout Morgan County. Contributions to the CommonWealth Endowment in 2002 included $43,610 in gifts made during the Community Foundation’s first-annual Make A Difference Morgan County campaign. These gifts, plus gifts of $54,890 to other charitable funds held by the Community Foundation, will result in $109,312 in matching funds from Lilly Endowment.
Monrovia Elementary third grade students at the Soldiers & Sailors Monument.
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Community Foundation of Morgan County, Inc.
Building Minds Lilly Endowment Community Scholarships and Sgt. Dan Starnes Memorial Scholarship
2002 Lilly Endowment Community Scholars (L—R) Wes Johnson, Brittany Edwards, and Cory Wright.
The 2002 Lilly Endowment Community Scholarship Program provides four-year full-tuition scholarships to outstanding high school seniors in Indiana. The Community Foundation administers the program in Morgan County and awarded three scholarships in 2002. Brittany Edwards of Monrovia attends Purdue University and studies photography. Wes Johnson of Mooresville is studying secondary education with an emphasis on social studies at the University of Indianapolis. Cory Wright attends Rose Hulman Institute of Technology and is majoring in engineering. The four finalists for the Lilly Endowment Community Scholarship, who each received a $500 scholarship from the Community Foundation of Morgan County, were Ian Hughes of Martinsville and Nicole O’Neal, Molly Swinney, and James Taylor III, all of Mooresville.
Ian Hughes
Nicole O’Neal
Molly Swinney
James Taylor III
Sergeant Dan Starnes Memorial Scholarship The first annual Sergeant Dan Starnes Memorial Scholarship was awarded in 2002. Sergeant Starnes, a member of the Morgan County Sheriff’s Department, died on July 10, 2001, as a result of wounds suffered in the line of duty. This scholarship fund was established by Sergeant Starnes’ friends and family to honor the memory of this fallen hero.
Robert Brown (center) receives the first Sgt. Dan Starnes Memorial Scholarship from Ryan (left) and Dustin Starnes.
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Robert Brown, a graduate of Eminence High School, was selected as the first recipient of the Sergeant Dan Starnes Memorial Scholarship. The son of Brian and Tammy Brown, Robert is attending Vincennes University and studying law enforcement and conservation. Robert has been involved in the IPD Explorer Program, where he received a unit citation for outstanding service.
2002 The Year In Review
CFMC Board Member Dana Lynn (center) helps with art projects at the Brooklyn Charity Festival.
Barbara Blaschke, Thelma Weddle, and Carolyn Harris visit at the Emily Carolyn Mills Room dedication ceremony.
Community leaders learn about the Community Foundation at the Martinsville Business Luncheon.
Ross Truax greets Honoree Elmer Reynolds at the Make A Difference Morgan County celebration.
Honorees Kathy Fetherolf and Mary Lee Wesner enjoy the Make A Difference Morgan County celebration.
Wes Johnson gets the surprise of his life as he is named a 2002 Lilly Scholar! WCBK’s Jeff Hancock and Debbie Rader broadcast live from the press conference announcing Citizens Bank’s $20,000 gift.
CFMC Board Member David & Nan Kollmeyer at the Mooresville Business Luncheon with town Director of Economic Development Helen Humes.
CFMC Board Member Susan Haynes and Habitat for Humanity of Morgan County Executive Director Steve Main lead a workshop on effective grant writing.
Morgan County’s Lilly Scholars include (L-R) Chad Gillenwater, Christa Long Mathews, Monica Clayton, and Aimee Allen.
ON THE COVER: Nicole Thompson of Brooklyn, a student at Y’s Owl Preschool, works on her motor skills using building blocks purchased with a Community Foundation grant.
Building For The Future: 2002 Annual Report
Building Resources Scholarships, Endowments, and Charitable Funds OPERATING AND UNRESTRICTED FUNDS Evergreen Fund
Evergreen Endowment
CommonWealth Endowment
Legacy Endowment
Our general fund supports the daily operation of the foundation.
This fund provides permanent support for our operations.
This unrestricted endowment fund addresses needs in the county.
This endowment receives tribute, honorary, and memorial gifts.
SCHOLARSHIPS Scholarship funds help students pursue academic goals. Those establishing scholarship funds may define guidelines for candidacy, the advisory committee, the school, and the award itself.
Pat Bartram Memorial Scholarship Fund* Archie & Blanche Burnett Memorial Scholarship Fund* Richard H. Crosser Scholarship Fund Sgt. Dan Starnes Memorial Scholarship Fund* Eminence Alumni Association Scholarship Fund* John R. Gilbert Memorial Scholarship Fund* Maggie Grounds Scholarship Fund*
Ann Haworth Memorial Scholarship Fund* James Harris Scholarship Fund* John Koontz Memorial Scholarship Fund* Justin & Bonita Conduitt Marley Scholarship Fund* Mooresville Band Parents Music Scholarship Fund* Velma M. Hackleman-Mendenhall Scholarship Fund* Anna K. Stierwalt Scholarship Fund*
*Endowed Funds (earned income available for distribution)
ENDOWMENTS Endowment funds are permanently invested to produce income. The income earned is then used to help meet needs in Morgan County.
Academy Building Endowment Fund Claire & Helen Cook Fund for Mooresville Library Community Service Center of Morgan County Fund Martinsville Downtown Christmas Decorations Fund Myra Hochstettler Fund Stephen & Susan Leonard Community Fund Manley Family Endowment Fund
Martinsville Pool Endowment Fund Newby Gym Endowment Fund Stuart Ruona Fund for Morgan County Humane Society Barry Schroeder Fund Thank-A-Teacher Endowment Fund Fred C. & Edith N. Tullis Humane Society Fund
OTHER CHARITABLE FUNDS The foundation holds several different types of funds, including donor-advised funds, nonpermanent funds, and field-of-interest funds.
Academy Building Museum Fund Morgan County Arts Fund Martinsville Christmas at the Park Fund Martinsville Halloween in the Park Fund Churches in Mission Fund
Komets Soccer Club Fund Mooresville Christian School Gift Fund Monroe-Gregg School Corp. License Plate Fund
Mooresville Area Senior Citizens Center Fund Pro Players House Fund
Sammy L. Davis Recognition Fund Morgan County Veterans Memorial Fund Barbara B. Jordan YMCA Independence Fund Mooresville Downtown Business Assoc. Fund MCSC Educational Technology Fund
New funds established in 2002 include:
Henry E. Pearcy Memorial Scholarship Fund, established in memory of a beloved Martinsville High School educator and principal to assist a Martinsville graduate pursuing a degree in education Emily Carolyn Mills Endowment Fund, established in memory of an outstanding community leader and Community Foundation Director, to provide for enhancements to the Academy Building’s community meeting room (renamed the Emily Carolyn Mills Room) Morgantown Area Veterans Memorial Fund, to support the construction and maintenance of a new veterans’ memorial at East Hill Cemetery Never Too Late Endowment Fund, to provide scholarships for individuals who have realized that it is “never too late” to continue their education Virgil Telfer Memorial Scholarship Fund, established by the Telfer Family to aid the payment of educational expenses for a graduating agricultural student at Martinsville High School wishing to enroll in an agricultural-related vocational program Tornado Relief Fund, established by the Morgan County Commissioners to meet needs in response to the tornados that struck Morgan County on September 20, 2002 Weekday Religious Education Endowment Fund, established to provide a permanent source of support for this long-standing Morgan County program
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Community Foundation of Morgan County, Inc.
Building for the Future 2002 Donors THANK YOU to the following individuals and organizations who contributed to one or more Community Foundation funds in 2002! A & E Custom Graphics Abaj Enterprises, Inc. Leo (Jack) L. & Frances Abbott Action Title, Inc. Alexander Insurance Agency Ruth Alexander Lois M. Allee American Rental Chuck & Polly Amy Bob & Beverly Anderson Dane & Niki Anderson David & Rhonda Anderson Gary M. Armacost Russ Ash Atwell Interiors Jerry & Terri Aytes Back to Health Chiropractic Center Karen A. Bain Joe & Rosemarie Baker Ralph & George Anne Baker Robert E. & Patsy Baldwin Melvin & Norma Bales Barbara B. Jordan YMCA Dawn M. Baxter Gary L. & Sally Baxter Valerie Siddons Beal Robert & Martha Beasley Mildred M. Beaty Gerald & Lana Beck Lisa K., Carly & Opal Beck Ronald K. & Janice S. Bell Eunice M. Best Doug & Kathy Biggs Blackwell Insurance Agency Gail Roby Blankenship Raymond & Betty Jo Blunk Bob's Car Care Ted & Peggy Boehm Emily Bookwalter Timothy & Mary Jo Bookwalter Boren, Oliver & Coffey, Attorneys at Law Jon Borowitz Bourne Farms Joe Boyd David & Jayne Bray Earl & Mary Frances Breedlove Richard & Cynthia Breedlove Larue & Cynthia Brewer Patricia Bridwell Deborah Brinson Doris Brinson Gregory & Julie Brock Clarice Ola Shumaker Brown Kenneth & Sally Brown
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Mabel J. Brown Bruce & Denetia Buis Don & Ruth Buis Mike Buis Rose M. Buis Thomas & M. S. Buis Wayne & Mildred Buis Imogene Burpo Maurice & Carolyn Butler Miranda & Matthew Butler Mary Louise Call Stephen & Georgiann Call Campbell's Grocery Carlisle & Son Funeral Chapel James F. & Rebecca A. Carlisle Samuel E. Carlisle Carpenter GMAC Real Estate John & Carolyn Carson Nancy Carson Charles & Linda Catlett Gary & Sherry Cecil Century 21 Abba & Associates Citizens Bank Lannie & Judy Clifford Richard & Vickie Cline Samuel M. & Claudia M. Cline Olive M. Clipp Cloverdale Agri Center, Inc. Cloverdale Lions Club Larry & Luanne Clunnie Dale & Jill Coffey Coffin & Coffin, Attorneys at Law V. Maxine Cohen Bill J. & Eleanor Colbert Penny Collins Roy Collins Color Works John & Jerri Colvin Amanda Combs Norman & Ruth Connell Brenda L. Cooney Ronald & Rosemary Cooper Costin Funeral Chapel, Inc. Kenneth & Debbie Costin Cottage Garden, Inc. Bill Cox Fred & Suzanne Cox James & Carolyn Cox Stephanie Cox Jane Craney Campaign Fund Gordon Crone & Pamela Siddons Betty J. Crone Jena Crone Crosstown Optical
Dennis Cummings Curry Electric Corporation Pamela Sue Curtis Tim Dearlove Robert & Marianne Patrum-Deich Delta Theta Tau, Lambda Nu Chapter Patricia E. Dennison Jerry W. Devore Nancy Sue Dilley Damon Dittemore Charles & Harriett Dobson Bob & Norma Dorsett Steve & Cheryl Edwards Dr. Russell P. & Carolyn Elliott Eminence H.S. Alumni Association Eminence H.S. Class of 1952 Eminence H.S. Class of 1953 Eminence H.S. Class of 1956 Eminence H.S. Class of 1963 Eminence H.S. Class of 1964 Eminence H.S. Class of 1966 Eminence H.S. Class of 2001 Eminence H.S. Sunshine Society Eminence Chapter #546 OES Eminence Lodge #440 F & A M Cora Evelyn Enlow Thomas Kent & Elizabeth A. Esra Robert & Sharon Evans Doy & Jean Everage Fairfield Friends Meeting Lou & Constance Feagans Phillip & Susan Felix Molly Fenneman Bill & Susie Ferrand Donna Fidler George & JoAnne Fields Heather K. Figg First Indiana Bank of Mooresville First National Bank of Cloverdale First National Bank of Martinsville Jeffrey & Beth Flint Nancy E. Fogle Foley, Foley & Peden, Attorneys at Law Form-Tec Plastics Bruce A. & Susannah Fout Paul G. Fox Curtis Freeman Erin Pritchard Frew Garry's Marathon Kenneth R. Gentrup Thomas & Patty Park Gibbs Glenda K. Gillette Treva J. Gilliatt David & Katrina Gilmore
Building For The Future: 2002 Annual Report Nicole Ginter Kathleen S. Glaser The Glass Cutter Robert O. Goldsberry Lynn & Sue Gordon Greg & Jean Ann Gore W.C. & Judith Gore Hester Gorman Sally J. Goss Norvin & Brenda Gottula Greencastle Christian Church Greencastle Veterinary Clinic Gene & Alberta Gregory Robert Gregory Rodney & Denise Griffin Gary & Dianna Grindean Karen Gruenholz Guido's Pizza Gumbo Ya Ya's, Inc. / Zydeco's Joseph & Sally Guros Hadley, Cook & Quillen Insurance Agency Gordon & Martha Hadley David & Suzanne Hall Larry & Dixie Haltom Judith A. Hansen Paula A. Hanson Neal & Barbara Harder Harman Becker Automotive Systems James E. & Carolyn Harris Patrick & Sheila Hartman Randy & Joan Haymaker Bob & Jane Anne Heaton John & Suzanne Hickey Allen & Sue Hicks Kenneth & Mary Hill Nancy Lewis Hillers William G. & Patricia Hine Home Bank The Hoosier-Times, Inc. Bryant & Joni Hopwood Melissa Hornaday Herbert & Helen Brown Huber Kristin Huffman Dan Hughes / Edward Jones Investments Jerri Hundertmark Gary Hunteman Denzil & Beverly Hurt John E. Hurt Indiana Martial Arts Indiana Sports Corporation J & L Glass J. Neal & Son Pumps & Softeners Fredrick Jean Dorral & Pamela Johnson James & Elizabeth Johnson William H. Jones, M.D. James R. Jones Tammy Jordan Tri Kappa, Alpha Psi Chapter Tri Kappa, Associate Chapter
Tri Kappa, Beta Associate Chapter Kappa Kappa Sigma, Kappa Chapter Keith Kauble Timothy Kauble Bobby & Johanna Kaylor Ronald H. & Loretta Kays Kendall Keller Janice Kelly Robert S. Kendall Kendrick Regional Center for Colon & Rectal Care
Sandy Kennedy C. J. Kiger Robert & Carole Kinder Ronald K. Kirk Donald & Marie Kivett Mary J. Kjeldsen Jeffrey & Margaret Knass Drs. Knierim, Nicholson & Cheesman Donald & Mary Knoy David & Nan Kollmeyer Milt & Jean Krahn Donald & Marjorie Larkin David & Anna Lee Steve & Melanie Lee Don R. & Ann Leisen Stephen & Susan Leonard John & Sharon Lesser Darell & Deb Lewis Michael & Katrina Lewis Randy & Bobbie Lewis Ronald & Vi Lewis Lincoln Charitable Foundation Greg & Heather Linton Paul Livesay Scott & Kimberly Livesay Locke Reynolds, LLP G. Frederic & Jana Lockwood Garry D. Long James W. & Linda Long A. W. Loos Lorraine Rebekah Lodge #95 Alfred Losin Loyal Order of Moose #1127 Lowell D. & Gay Lynn Dana & Jeffrey Lynn Irwin B. Malament, DPM, PC Marvin L. Manley Bill & Joy Marley Martha Belle Club Kevin & Carol Martin Thomas C. & Angela Martin Martinsville H.S. Athletics Martinsville PRIDE Marvel Title & Escrow, Inc. Verle & Betty Maxwell Mayfield Insurance, Inc. Jerry & Brenda Mayfield David & Janice McCammack Geneva McCammack McCarthy & Son Firestone
Barbara N. McClaine Sylvia S. & Cecil McCollum Naj McFadden Peggy McGuire Deborah L. McKee Joanna E. McKee McMains, Foster, & Morse, P.C. Bill & Mary McMains Doris J. McMains Ezra & Gladys McMains Judy K. McMains Martha McMains Ronald & Roni McMains Sarah & Rich McOmber Melinda O'Dell, Attorney at Law Metropolitan Indianapolis Board of Realtors Metropolitan School District of Martinsville
Mark & Judith Meyer James A. & Shelby J. Miller Morris & Mary Ann Mills Vance Miner Keith A. Monnett Vince & Deanna Monnin Monrovia Mudworks LLC Jayne A. Moore Patricia McMains Moore Mooresville Area Senior Citizens Center Mooresville First Christian Church Mooresville Ladybugs Golf Club Mooresville Lions Club Mooresville Paint & Body Shop Morgan County History & Genealogy Assn.
Morgan County Insurance Agency, Inc. Morgan County Retired Teachers Morgan County Sertoma Club Morgan County Treasurer Morris Machine Co., Inc. George & Pat Mountain National City Bank of Greencastle Susan E. Nees Keith & Kristi Nelson Northwood Elementary School David Nuckles & Shannon Adams Jennifer E. Nuckles Michael & Janet Nuckles Joseph & Patricia Okerson Sandi Oliver Robert L. O'Neal Ilse Parker Mary Parker Molli M. Parker Randall & Sandra Parker Richard & Victoria Parker Tammi M. Parker Tyler D. Parker Bob & Michele Patterson Florence Patterson Eugene "Sonny" & Barbara Perry Peter Majeski / State Farm Insurance Harl & Saraellen Peters
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Community Foundation of Morgan County, Inc.
Building Community: Larue & Cynthia Brewer Larue & Cynthia Brewer of Mooresville believe in giving back to their community. They want to be active and involved in groups where they can help and make a difference...and they do just that with (among others) the Boy Scouts, Mooresville Lions Club, and Mooresville First Christian Church. The Brewers were among the first in Morgan County to recognize how a community foundation could help not only their favorite charitable projects, but charitable endeavors throughout the county. Larue & Cynthia have given generously of their time and resources to build our Morgan County community through the Community Foundation, and we appreciate their efforts. Says Cynthia: “Your community invests in you, so it’s important to invest in your community.”
Jana Pettit Janet Ann Pinney Mark & Beth Pinney Poe Foods, Inc. Linda Powell Gail Pride Printech Printing James & Natalie Pritchard Phillip & Joyce Probst Professional Athletes Foundation Randy & Maranel Pruden Psi Iota Xi, Eta Chi Chapter Purdue Cooperative Extension of Morgan Co. Putnam Co. Area Vocational Building Trades
Putnam County Board of Realtors Charles & Margaret Quillen Jeffrey & Judith Quyle Jim Ransome Thomas & Marilyn Ratliff Edwin L. & Nancy K. Ratts Alissa Ray / Girls 14 & Under Softball Team
Michael & Valerie Rayce Fred & Charlotte Redeker Michael & Sandra Reeder Elmer & Viola Reynolds Charles & Emma Lou Rhea Rex & Martha Rhea Russ & Susan Ridgeway Michael & Rebecca Roach Thomas & Suzanne Roach Roberson Consulting Services, Inc. Tony & Tami Robertson Michael & Pamela Robinson Susanne Rodgers Don & Janette Rose Maryalice Rosenbalm Bradley & Jerilyn Ross Rachel Ruona Ruth L. Rusie Brigitte Schoner Donald L. Schroeder Elva & Donetta Scott J.R. & Ginger Scott Robert & Ellen Sedlack
Jim Seiler & Julie Walsh Seiler Sharp Lawns Jean Shelton Seth W. & Martha J. Shields William D. & Jacki K. Shields John Shoffner Vanesa Short Todd & Susan Shupe James H. Simpson Mike & Daniel Holly Sims Inez Sims Jerry & Patricia Slater Marthena J. Smith Mary Kay Smitherman David & Jana Snellenbarger Jeffrey & Robin Snider Barbara South Chris South Clyde & Peggy Spencer Mike Spencer / State Farm Insurance Shane & Jody Spurgeon St. Francis Hospital & Health Centers Merrill St. John Vanita M. Staley Janice Starnes Todd & Sharon Stierwalt John H. Stewart / Store More Complex Lloyd Still / Personal Finance Company Russell & Lois Stockwell Gerald Streb Shannon & Julie Summers Charles Sundell Super Sports Supply Sutherlin, Inc. Ami Sutherlin Gregory & Alice Sutherlin Jeremiah Sutherlin Sara Sutherlin Trudi A. Sutherlin Mildred Swisher Tasus Corporation David & Jennifer Taylor Charles & Angela Terhune Wendell & Jean Thaler
Thiesing Veneer Co. Jeffrey & Pam Thomas Lyla Thomas Steven & Margaret Thomas Rick & Amanda Thompson Kenneth R. Thompson Richard & Karen Thompson Town of Mooresville The Estate of Lewis Truax Ross & Doral Truax USA Gymnastics Vectren Foundation, Inc. Oscar & Mary Wacker, Jr. Ellen K. Wacker Joe E. & Judy Wagaman Bob Wallace Wal-Mart Foundation Dean & Betty Walters Ward Enterprises, Inc. Warmoth Grain, Inc. Edwin Ross & Emma Lou Warmoth Gary & Debby Warmoth Martha Warriner Waverly Dairy Queen WCBK-FM / Mid-America Radio Group Harold & Thelma Weddle C. Dennis Wegner Levi & Helen Weirich Joseph & Anne Weist Weliever Chevrolet West Union Friends Meeting Judith A. Whitaker White River Valley H.S. George & Linda Wiley Thomas P. & Carol Williams James & Anita Williams Robert Williamson Edward & Bernice Wilson Walter & Betty Wise Jerome & Susan Witte J. Frederick Workman Drs. Dawn & Phillip Wright Dianna Wright Howard & Ida Mae Youse
The Community Foundation of Morgan County, Inc., thanks all of our donors for their generous support. Every effort is made to ensure the accuracy of this list. We apologize for any errors or omissions. Please contact Gail Roby Blankenship, Director of Finance & Administration, at the foundation office if there are inaccuracies. Thank you!
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Building For The Future: 2002 Annual Report
Building Relationships 2002 Corporate Partners June 17, 2002, was a historic day for the Community Foundation of Morgan County. At the conclusion of the Mooresville-area business luncheon held at Lost Name Steak House, a check for $20,000 was presented to the Community Foundation by Citizens Bank. This is the largest corporate gift in the history of both organizations. Citizens Bank has been active in the Morgan County community since its founding in 1931. This unprecedented show of support indicates Citizens Bank will be active in the life of Morgan County for generations to come.
Community Foundation Executive Director Erin Pritchard Frew receives the $20,000 gift from Citizens Bank President Lynn Gordon.
Community Foundation and Citizens Bank representatives attending the check presentation included (L-R): CFMC Asset Development Chairperson Cynthia Brewer; CFMC & Citizens Bank Board Member David Kollmeyer; CFMC Treasurer & Citizens Bank Vice President Robert Kinder; CFMC Executive Director Erin Pritchard Frew; Citizens Bank Vice President Caroline Rudnick; and Citizens Bank President Lynn Gordon.
The Community Foundation would also like to thank the following corporate partners for their support: Lincoln Charitable Foundation, Vectren Foundation, SCI REMC Membership Fund, and WCBK-FM/Mid America Radio Group. Thank you!
SCI Membership Community Fund, Inc.
OPERATION
Mid America Radio Group
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Community Foundation of Morgan County, Inc.
Building Stewardship Year-End Financial Statement December 31, 2002 Operating ASSETS Cash In Banks Petty Cash Citizens Bank/Checking Edward D Jones/MM First National Bank Citizens Bank First State Bank Home Bank Total Cash Fees Receivable
$100.00 $49,464.45 $70,803.59
$120,368.04
$54,909.34 $14,868.61 $60,000.00 $12,641.75 $40,000.00 $205,328.16 $387,747.86
Non Permanent
$80,896.18 $393,091.75
$473,987.93
$25,419.58
Investments Edward D Jones Edward D Jones/Cook Edward D Jones/Grounds Total Investments Office Equipment Accumulated Depreciation Prepaid Expenses Total Assets
Endowment
Total
$100.00 $185,269.97 $478,763.95 $60,000.00 $12,641.75 $40,000.00 $205,328.16 $982,103.83 $25,419.58
$1,108,370.01 $1,106,962.86 $28,639.89 $2,243,972.76
$274,037.31 $274,037.31
$1,108,370.01 $1,106,962.86 $302,677.20 $2,518,010.07
$34,349.35 ($3,680.60) $153.00 $176,609.37
$2,631,720.62
$748,025.24
$34,349.35 ($3,680.60) $153.00 $3,556,355.23
$0.00
$25,419.58 $25,419.58
$0.00
$25,419.58 $25,419.58
$255,583.80
$2,867,641.94
$571,186.43
$3,694,412.17
NET SURPLUS/(DEFICIT)
($78,974.43)
($261,340.90)
$176,838.81
($163,476.52)
ENDING FUND BALANCE
$176,609.37
$2,606,301.04
$748,025.24
$3,530,935.65
Liabilities/Fund Balance
$176,609.37
$2,631,720.62
$748,025.24
$3,556,355.23
LIABILITIES/FUND BALANCE Liabilities Management Fees Payable Total Liabilities Fund Balance Total Fund Balance
**The Kendrick Foundation, Inc., the supporting organization of the Community Foundation of Morgan County, Inc., held assets of approximately $27,000,000 at the end of 2002. A separate annual report will highlight the grants and scholarships awarded by the Kendrick Foundation in 2002.
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Community Foundation of Morgan County, Inc. The Academy Building 250 North Monroe Street Mooresville, IN 46158 Phone (317) 831-1232 Toll Free (877) 822-6958 Fax (317) 831-2854 www.cfmconline.org