Huntington County
Community Foundation Our mission is to enhance the quality of life in Huntington County by providing leadership and opportunities through the development and utilization of a growing endowment fund.
Andrews Bippus Huntington Markle Mt. Etna Roanoke Warren
2013
Annual Report
Frequently Asked Questions What is the Huntington County Community Foundation (HCCF)? HCCF is a public, tax-exempt 501(c)3 charitable organization that is built to be a funding hub for all charitable organizations and causes within Huntington County. We accomplish this through building and growing endowment funds. What is an endowment fund? An endowment fund is a collection of donations with the same unified purpose. The principal of the donations is never distributed and will remain in the fund forever. Annual monetary distributions come only from the earnings on the investment of the donations. Our current distribution percentage is 4% of the fund value at the end of the previous year. How are the funds invested? Our funds are managed by financial advisors who work closely with an investment advisory firm to properly diversify our investment portfolio. This double layer approach helps us mitigate the risk and maximize the growth of our endowment funds. Why would I give to HCCF when I could give directly to a local charity? Our job at HCCF is not to be in competition with local charities for your donations. Local charities certainly need our donations to stay financially viable and provide their valuable services to our community. We simply offer an alternative funding source. By distributing a percentage of our endowment funds annually, we help ease the pressure of yearly fundraising for our local charities and increase their overall sustainability. Is there a minimum donation amount? There is no minimum donation amount for any of our existing funds which are detailed in the back of this report (we have over 100 different funds). However, if you would like to start your own endowment fund, we ask for a minimum of $5,000 for an endowment fund and $10,000 for a scholarship fund. Are there different types of endowment funds? Yes. Scholarship funds help Huntington County residents further their education after graduating high school. Designated funds are specific to one purpose such as operational support of a specific local charitable organization. Field of interest funds are specific to one cause such as education or the arts and are allocated in the form of grants for projects that meet the specified cause. Donor advised funds have the unique ability of allowing the donor to have an ongoing say in the distributions of their fund. Unrestricted funds, also known as our Community Impact funds, are used to award grants to Huntington County charitable organizations. How does HCCF cover it’s own operating expenses? HCCF administers an annual fee for endowments of 1% for the fund’s first $250,000, 1/4% for the fund’s second $250,000, and no fee for the fund’s value over $500,000. Our fees are lower than a majority of community foundations. Revenue from fees and an annual distribution from the HCCF Board of Directors Operating Endowment Fund help cover HCCF operational expenses. How does HCCF operate? Two paid employees, an Executive Director and a Director of Accounting, manage the day-to-day operations. Community volunteers donate their time and talents to serve on the HCCF Board of Directors, providing oversight of the administration and investments and serving on various foundation committees. 2
2013 Annual Report
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Community Grant Making Twice a year, HCCF holds competitive grant cycles for our Community Impact funds. After applications are submitted, a committee of community volunteers with knowledge of the ongoing needs of our community deliberate on which projects will receive funding. Funding is specific to 501(c)3 charitable organizations that benefit Huntington County citizens. After our committee recommends the grants to be funded, our Board of Directors reviews the recommendations and grants the final approval. HCCF Make a Difference grants have a strong history in our community. Since 1997, we have awarded over $1,000,000 of these grants to charitable organizations serving Huntington County. Looking to the future, we project to top $2,000,000 in grants by 2020. Community Impact grants are made possible by the following individuals/families and businesses: Harold & Pauline Bailey Bippus State Bank Scott & Gina Canady Lois Cook Frank & Mary Crosser David Culp & Co. Robert & Vera Deal John & Midge Decker Steve & Vicki Eisenhut
First Federal Savings Bank Mildred Fuller Gillespie Lorraine Goldenberg Eloise Hart Harrell Financial Services Homer & Marj Hiner John & Marjorie Hohe Ideal Suburban Homes
Kline’s CPA Group Markle Bank Don & Linda Martin Ed Michel Irvin & Loretta Murphy Purviance Family E.J. Richards Dale Rudicel Don & Lou Rayne Scheiber
Fred & Becky Scheiber Jim & Jodi Scheiber Shelly Schenkel Mark Welker Wells Fargo Bank Stephen & Alice Zahn
And many others who have donated to the Community Impact Fund of Huntington County!
Pictured are our 2013 Cycle II Make a Difference Grant award winners. Bottom row (left to right): Patti Souers, (Historical Society), Daniel Johns (Quayle Center), Sarah Schmidt (Historical Society), Mandy Reber (Boys & Girls Club), Chris Elston (4-H Robotics), Sue Wilhelm (Victory Noll). Top row (left to right): Jenna Strick (Community Learning Center), Joey Spiegel (Love INC), Ryan Lemon (YMCA), Debbie Dyer (LaFontanie Arts Council), Hallie Selig (Literacy Coalition), Doug Waldfogel (HNHS Varsity Singers).
Would you like to help our local charitable organizations by making a donation to our Community Impact Fund? No donation is too small or too large. In fact, if every resident of Huntington County donated just $1 to our Community Impact Fund, we would be able to give out an extra $1,500 in grants every single year forever! Huntington County Community Foundation
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Scholarship Impact “Thank you again for all you have provided me. You truly have paved the way for my future, and I wouldn't be where I am today if not for your generous investment in my education. I plan to stay in our great state and serve others in hopes that I can provide someone else an opportunity that he or she may have never otherwise had. My dream is to continue to work for non-profits and provide legal aid for those in need.” Alicia Albertson (Smith), 2008 Huntington County Lilly Recipient 2011 Graduate of St. Mary’s College Currently attending IU McKinney School of Law in Indianapolis, IN Employed as Admin/PR Assistant at Association of Indiana Counties
“From my time growing-up in Huntington County and through the gift of the Lilly Endowment, I have realized that a meaningful life is one anchored in service to others, and I greatly look forward to carrying these values from my hometown, to school here in TN, and on into the military. Many thanks to everyone at the community foundation, and to all the donors. Your contributions exceed finances and their immediate effects. My life has been changed because of your generosity, and I know your work continues to shape the lives of Alexandra Forth, 2008 Huntington County Lilly Recipient countless others.” 2012 Graduate of Butler University in Indianapolis, IN Currently attending Quillen College of Medicine in Johnson City, TN Commissioned to be a United States Navy physician on July 3, 2013
“Thanks so much for your continued investment in me and my education this year. Last summer I interned with HOPE International, a Christian microfinance organization, in Rwanda doing international development work. My ability to take this internship was made possible through your scholarship! Again, thank you so much” Molly King, 2010 Huntington County Lilly Recipient 2014 Graduate of Taylor University Employed as a staff assistant at U.S. Chamber of Commerce in Washington DC
“The opportunities Molly has had at Taylor for leadership, to develop socially, to have top-notch academics truly will be carried with her for life. And the opportunity to see how her Christian faith can complement her talents and career choices is, to steal from the credit card commercial, ‘priceless.’ Thank you, thank you, for your investment in my daughter.” Denise King, Molly’s Mother
Do you know of someone attending or planning to attend college in the near future? Please visit our website at www.huntingtonccf.org to view our scholarship applications and guidelines. Remember, the due dates for the Lilly Scholarship are January 11th and our HCCF Scholarships are March 25th. 4
2013 Annual Report
Grant Impact “Our long-awaited boxes of books have arrived and we are so excited in our second grade classroom. They haven’t been able to put them down since they arrived. Your generous donation will benefit hundreds of students for many years to come. Thank you for supporting Andrews Elementary and our love of reading and learning.” Mrs. Susan Schownir Andrews Elementary, Grade 2 Gender based learning grant
“Because of the camp experience, Huntington County Girl Scouts will be better able to navigate the challenges they face as they grow and develop. We’re very grateful for the support of the Huntington County Community Foundation and appreciate this partnership in building girls of courage, confidence, and character, who make the world a better place.” Girl Scouts of Northern Indiana—Michiana Grant for new camping equipment for Camp Holenbucket in Huntington, IN
“Thank you for you grant contribution to our Mission Huntington Project. Our mission week, right here in Huntington, took place from July 29—August 2. Work was completed by over 107 youth and adults all over our community! Much of that work could not have been done without your help. We truly appreciate your help in making Huntington, Indiana, the best it can possibly be!” Rev. Dr. Marti Gates Lundy Evangelical United Methodist Church Mission Huntington grant
Are you an organization who would like to apply for a grant? Or do you know of an organization that should apply for a grant? Please visit our website at www.huntingtonccf.org to view our grant application and guidelines. Remember, due dates for our grant cycles are April 15th and October 15th. Huntington County Community Foundation
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Cycle I Make a Difference Grants Made possible by a $2.8M Community Impact Fund, Make a Difference grants are awarded bi-annually to deserving projects in our communities. Huntington County Council on Aging was awarded an additional $10,000 toward their new building renovation bringing the Foundation’s total funding towards the project to $15,000. Helping Paws Pet Haven used their grant money to support local business by buying an industrial washer and dryer here in Huntington County. Another eight grants were used to supplement our 2013 Make a Difference grants along with four Hiner Family grants and two Stephanie Pyle “Spirit of the Community” grants.
Huntington County Literacy Council
Love, INC $4,300
Cover start-up costs for the 2014 update GED tests, including computers, materials, and promotional items
Pathfinder Services
$3,000
Purchase a portable projector, digital media receiver, two tablet computers with accessories
Evangelical United Methodist Church
$500
Purchase equipment to upgrade livability of homes used in Pathfinder's Transitional Housing Program
Church's week-long "Huntington Mission Trip" with focus on Literacy Council book bags & Food Pantry remodeling
Boy Scout Troop #637
Huntington County Council on Aging
$500
Provide uniforms and requisite apparel, BSA handbook, training manuals, etc. for socio-economically-challenged youth
Family Centered Services
$700
Purchase children's books to be given as gifts to families participating in the Healthy Families Program
Youth Services Bureau
$1,400
Purchase a KNOX box for fire safety, interior emergency exit lights, and hand rails at two external entrances
Friends of Andrews-Dallas Township Library
$2,617
Purchase chairs, tables, stools, benches, etc. to be added with refurbished and donated furniture in the "new" library
Helping Paws Pet Haven, Inc.
$1,339
Purchase efficient, heavy-duty industrial gauge washer and dryer for use at the Helping Paws Pet Haven facility
The Salvation Army Huntington Corps
$5,000
Partial funding of the roof project for Salvation Army building
2013 Annual Report
$8,131
Capital project to renovate building with expanded space in order to increase programming and services to Huntington County seniors (Payment after more grant funding received)
Huntington County Free Health Clinic
$1,043
Purchase two multi-purpose blood drawing chairs with fold-up arm rests and two corner writing desks
Huntington County Habitat for Humanity
$500
Replacement computer with memory and hard drive capacity sufficient to power a long list of vital programs
Huntington House Homeless Shelter
$1,000
Repair of the upstairs residents' bathroom, including floor repair, linoleum and a new toilet
Historic Forks of the Wabash
$300
Partial funding for laptop and supporting software
Cycle I Grant Total 6
$2,000
$24,199 6
Cycle II Make a Difference Grants Thanks to elevated grant funding made possible by our community donors, we were able to take action on two important capital fundraisers in Huntington County during our second grant cycle of 2013. The Boys & Girls Club of Huntington County received a grant to aid in the building of a new and renovated clubhouse. The Huntington County Community Learning Center was granted with funds to supply the proposed Learning Center with necessary equipment and furnishings. In total, 29 grants were awarded during 2013 from Community Impact funds, leading to a total of $106,058 granted and an additional $113,131 committed to future grant cycles.
Victory Noll Center
$1,250
Historic Forks of the Warash
$378
Funding for the Matthew 25 Project to provide appropriate clothing and blankets for persons of need during winter
Purchase of a portable projector to utilize with a laptop for programs on the Forks campus as well as in the community
Varsity Singers Booster Organization
Huntington House Homeless Shelter
$2,700
$500
Purchase of a trailer to transport musical instruments, backdrops, sets, risers and other equipment to performances & competitions
Partial funding to repair old sewer lines and prevent sewage from backing up in the basement in the future
Boys & Girls Club of Huntington County
Huntington County Literacy Council
$100,000
Funding toward a $2.5M Capital Campaign to build new Clubhouse & multi-purpose gymnasium, and add program equipment & computers (Payments over next 5 years)
Huntington County 4-H Robotics
$2,370
Purchase a desktop and a laptop computer powerful enough to run 3D CAD software to design competitive robots
Huntington County Historical Society
$5,000
Capital funding toward the construction of kitchenette essentials, including a certified triple sink, counters, and related items
Huntington County Child Advocacy Center
Huntington County Habitat for Humanity
Funding to award one GED scholarship per month in 2014
Parkview Huntington Family YMCA
Huntington County Community Learning Center
$65,000
Funding toward the equipment & furnishings for the new proposed Learning Center ($60,000 in 2013 / $5,000 in 2014)
$4,000
$2,433
Huntington County Free Health Clinic
Funding to upgrade technology equipment at the Habitat for Humanity ReStore in order to run reliable business
$1,205
Partial funding to purchase two recumbent cross-trainers for special YMCA-member populations
Dan Quayle Commemorative Foundation
Partial funding to purchase new audio/video recording equipment
$830
$1,050
Purchase of laptop computer, software, and printer to update an outdated technology system
$143
Purchase a blood pressure machine, laminator machine & pouches, and paper cutter
Cycle II Grant Total
$81,859
Huntington County Community Foundation
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Riverview Terrace Grant
Huntington Jaycees Grant Huntington County Literacy Council
Huntington County Council on Aging
$250
Supplemental to 2013 Cycle II Make a Difference Grant
Sesquicentennial Community Grant
$1,869
Supplemental to 2013 Cycle I Make a Difference Grant
Huntington Celebrity Concert Grant LaFontaine Arts Council $613
Love, INC
Purchase of laptop for use by Arts Council Executive Director
Funding toward the set up of a low-cost Christmas store
Historic Forks of the Wabash
$500
Supplemental to 2013 Cycle I Make a Difference Grant
$330
Supplemental to 2013 Cycle II Make a Difference Grant
Roanoke Brethren Church Grant
Huntington County Community Network Grant
Huntington County 4-H Robotics
$732
Wallace P. Smith Grant Parkview Huntington Family YMCA
$1,295
Supplemental to 2013 Cycle II Make a Difference Grant
Gerald W. & G. Edward Yeoman Memorial Grant Huntington County Free Health Clinic
$481
Supplemental to 2013 Cycle II Make a Difference Grant
Hiner Family Grants Dan Quayle Commemorative Foundation
Historic Forks of the Wabash $650
Purchase of video projector and related supplies for use during educational programming
LaFontaine Arts Council
$3,000
Partial funding for the TheaterWorks USA presentation of “Thomas Edison: Inventor, Lecturer & Prankster” in elem. schools
$1,000
Purchase additional replica trade goods and costumes for the interpreters of the new French Trading Post
Quayle Vice Presidential Learning Center
$600
Purchase two portable display units for use during educational outreach programming
Stephanie Pyle “Spirit of the Community” Grants Life Church Huntington
$600
Purchase of one indoor floor-mounted basketball goal for new “community” gym inside of Life Church
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2013 Annual Report
Quayle Vice Presidential Learning Center
$500
Fund the production and mailing of a large volume marketing piece for educational programs during 2013-14 8
Classroom Education Grants Classroom Education grants are also made possible by our Community Impact Fund. In our spring grant cycle, we awarded 15 grants for a total of $3,187. These grants impacted over 1,300 students at all levels of education in our county. In our fall cycle, 10 grants were awarded for a total of $2,331. These grants impacted over 1,000 students. All in all, $5,518 was granted to teachers in our communities in the form of 25 grants impacting a total of over 2,000 students. Please inform and encourage our community teachers to take full advantage of this funding opportunity! Grants funded during 2013 are highlighted below.
Brett Boxell, Lancaster
$250
Christina Morris, Riverview
$240
Cindy Schenkel, Andrews
$196
Purchase sturdy book pouches as a visible, tangible reminder to students regarding their reading requirements at home
Purchase six Student Bacteria Experiment Kits to conduct an experiment to locate the most bacteria in the school building
“Guided Math” materials to be used in small groups and to give hands-on experiences to the students
James Court, Riverview
Kathy Salzmann & Marie DeWeese, Salamonie
Holly Allen, Lincoln
$120
Purchase Sibelius, a music writing software, to create sight reading exercises & worksheets to be put into ibooks for band students
Brandi Cross, Riverview
$216
Purchase 40 copies of the book, Lawn Boy, to teach 6th grade students about entrepreneurship and other economic concepts
Danielle Ellenburg, Riverview
$120
Purchase Sibelius, a music writing software, to create sight reading exercises & worksheets to be put into ibooks for choir students
Mary Gradeless, Roanoke
$247
Purchase the US Regions 5 Book Set & National Geographic US Atlas for use in Project-Based Learning exercises
Michael Green, Huntington North
$165
Purchase the Complete Program: Aligning Life Skills (PCI Education) for social skills improvement with students with emotional disabilities
Kathryn Humphries, Huntington North
$220
Purchase two Crime Scene books to facilitate a Project-Based Learning activity regarding Forensic Science
Douglas McElhaney, Crestview
$250
Purchase Double-Row Tampourine & Djembe along with 3 pieces of music to play Music Around the World!
$239
Purchase four math-related items that support problem solving and number sense in a guided math process
Diana Sowers, Roanoke
$246
Purchase Regional Tribes: Native American Life (6-book set) & The Inuit to be used in Project-Based Learning regarding Native Americans
Bridget Swaidner & Karen Pinkerton, Salamonie
$250
Purchase supplies to be utilized in their “Spice Up The Homework” box of ingredients to assist parents in making learning at home more fun
Marta Waldfogel, Riverview
$241
Purchase 20 “Make Your Own Chocolate” Kits for single-gender girls’ classes studying the history & influence of chocolate on the world
Cari Whicker, Riverview
$239
$125
Purchase of equipment to create a “sensory room” for students with Autism Spectrum Disorder (ASD)
Heather Hiple, Riverview
$243
Purchase Reading A-Z, Writing A-Z, Vocabulary A-Z and Science A-Z to meet the academic needs of all learners
Jill Spenner, Riverview
$245
Purchase 35 copies of two different Margaret Haddix Science Fiction books to demonstrate text structures in that genre
Becky Hacker, Crestview
$250
Purchase audio & paperback books for independent reading, along with 3 CD players and headphone splitters
Lisa Nightingale, Riverview
$250
Purchase 15 sets of Ein-O Science BioSigns (Plant, Animal, and Bacteria cells) to identify the differences between the cells
Mindy Reust, Lincoln
$240
Purchase 12 Lego Kits for use in singlegender boys’ classes constructing NASCAR/Indy type cars and machines
Purchase seven Playmobil play therapy kits for use as a School Counselor to help children express what is troubling them
Rachel Yarger, Huntington North
Marta Waldfogel, Riverview
$144
$248
Purchase 30 copies of True Stories of Children in the Holocaust to enhance the learning experience for English 9 students
Purchase 120 “Time for Kids” student magazine subscriptions to support informational text reading
Brandi Cross, Riverview
Cari Whicker, Riverview
$294
Purchase 32 subscriptions of Junior Scholastic Magazine to enhance learning in economics, map reading and past and current events
$240
Purchase 22 Science Wiz Invention Kits to cooperatively construct a radio following written instructions
Huntington County Community Foundation
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Endowment Distributions Our endowment funds are set-up to distribute 4% of their value annually. These funds were created by people like you to help non-profit organizations throughout Huntington County. Nearly all Huntington County residents have been affected by our non-profit organizations one way or another. What organizations have you been affected by?
Andrew Farm-Friends of the Andrews-Dallas Township Public Library Fund Friends of the Andrews-Library
$473.00
General operational funding support
Historic Forks of the Wabash Fund Historic Forks of the Wabash
$4,602.00
General operational funding support
Huntington County Jr. Historical Society Fund Huntington County Jr. Historical Society
$817.00
Support for the Huntington County Historical Museum
Sumner B. Sheets Museum of Wildlife and Marine Exhibits Fund Sheets Wildlife Museum
$1,025.00
Dan Quayle Center & Museum Fund $2,733.00
General operational funding support
Police Athletic/Activities League Fund Police Athletic/Activities League
$1,264.00
General operational funding support
Boys & Girls Club of Huntington County Fund Boys & Girls Club of Huntington County
$605.00
General operational funding support
Huntington County Habitat for Humanity Fund Huntington County Habitat for Humanity
$1,134.00
General operational funding support
$478.00
2013 Huntington County 4-H Fair Association scholarships
Optimist Club Scholarship Fund Optimist Club of Huntington County
$4,245.00
Optimist Club Youth Scholarship Fund $447.00
Support charitable purposes of the Optimist Club
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2013 Annual Report
General operational funding support for designated nonprofit organizations in Huntington County
Annan-Zahm Memorial Fund Huntington County Historical Society Huntington Catholic School
$799.50 $799.50
General operational funding support
Huntington County Habitat for Humanity Love, Inc. The Salvation Army Youth Services Bureau Trinity United Methodist Church Youth for Christ The Well
$170.74 $461.00 $725.65 $426.85 $1,775.70 $1,775.70 $3,201.36
General operational funding support for designated nonprofit organizations in Huntington County
Shuttleworth-Nuck Fund Historic Forks of the Wabash
$921.00
Repair, maintain, and upgrade the Nuck Log House and area surrounding the house
Huntington University Foundation Endowment Fund Huntington University
$33,376.00
YMCA Board of Directors Camp Dick Runyan Fund Huntington Parkview Family YMCA
$5,247.00
General operational funding support
Four Optimist Club of Huntington County scholarships
Optimist Club of Huntington County
$298.65 $298.65 $995.50 $995.50 $1,393.70
Scholarships for Huntington County residents attending HU
Huntington County 4-H Fair Association Fund Huntington County 4-H
Warren Theater Guild Warren Library Knight Bergman Center Masonic Cemetery Warren United Church of Christ
Faith in Community Fund
General operational funding support
Dan Quayle Center & Museum
J. Ben Good Family Fund
Humane Foundation Designated and Advised Endowment Fund Huntington Humane Society General operational funding support
$18,665.56
Endowment Distributions Kiwanis Club Robert L. Baker Scholarship Fund Kiwanis Club
$960.00
Kiwanis Club scholarships
Youth Services Bureau of Huntington County
Kiwanis Club Herman Goodin Scholarship Fund Kiwanis Club
$545.00
Kiwanis Club scholarships
Kiwanis Club Scholarship Fund Kiwanis Club
$203.00
Kiwanis Club Fred Winebrenner Scholarship Fund $733.00
Trinity United Methodist Church Hafner Fund Trinity United Methodist Church
$1,957.00
Support for TUMC youth activities
Huntington County American Red Cross Fund American Red Cross
$7,061.00
General operational funding support
$13,566.00
General operational funding support
$648.00
General operational funding support
$1,239.00
Dadd-Decker Fund $225.00
$14,400.00
General operational funding support
Rotary Club Fund Support charitable projects of the Rotary Club
Metro Kiwanis Wohlford Memorial Scholarship Fund Metro Kiwanis
$632.00
Metro Kiwanis scholarships
Huntington Catholic School
$1,997.00
Shirley & George Kilander St. Mary’s Catholic Church Fund $1,998.00
Huntington County Medical Memorial Foundation Fund $5,761.00
Support for the Huntington County Medical Memorial Foundation
Dr. John & Marjorie Hohe Family Advised Fund
Pathfinder Foundation Fund
Huntington Rotary Club #300
General operational funding support
Medical Memorial Foundation
Support to the Pathfinder Services Client Fund
Kids Kampus
$981.00
General operational funding support
Support ACRES Land Trust activities in Huntington County
Pathfinder Services
Arley & Jeanette Morris Family Christ the King Episcopal Church Fund
St. Mary’s Catholic Church
ACRES Land Trust Fund ACRES Land Trust
Support for utilities of the Ss. Peter &Paul Catholic church and school
General operational funding support
Huntington County Free Health Clinic Fund Huntington County Free Health Clinic
$4,369.00
Shirley & George Kilander Huntington Catholic School Fund
Salvation Army Fund Salvation Army
Ss. Peter & Paul Parish and School Utilities Fund
Christ the King Episcopal Church
Kiwanis Club scholarships
$1,902.00
General operational funding support
Ss. Peter & Paul Catholic Church
Kiwanis Club scholarships
Kiwanis Club
Youth Services Bureau of Huntington County Fund
$702.00
Boys & Girls Club of Huntington County Fund Huntington County Habitat for Humanity Fund Love Inc. of Huntington County Fund Pathfinder Foundation Fund Salvation Army Fund United Way of Huntington County Fund
$162.84 $162.84 $162.84 $162.82 $162.82 $162.84
Support for non-profit endowments held at HCCF
Total Endowment Distributions $162,927 Huntington County Community Foundation
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The Transfer of Wealth In 2010, the RUPRI Center for Rural Entrepreneurship released a study capturing the transfer of wealth opportunities in all 92 Indiana counties. In Huntington County alone, $440 million is estimated to be transferred to the next generation over the next 10 years and $1.47 billion over the next 50 years. As a charitable funding source for the entire county, the Huntington County Community Foundation would like to help transfer this wealth back into our communities now and forever. If 5% of the estimated 10 year transfer of wealth were donated to the Huntington County Community Foundation, our community endowment would grow by $22 million. From this we would be able to increase our annual giving by $880,000. And over that 10 year span, we would be able to give a total of $4.84 million back to our communities. If 5% of the estimated 50 year transfer of wealth were donated to the Huntington County Community Foundation, our community endowment would grow by $73.5 million. From this we would be able to increase our annual giving by $2.94 million. And over that 50 year span, we would be able to give a total of $82.27 million back to our communities. Surveys show that over 50% of people pass from this life without a legal plan on how to distribute their remaining assets. Without a legal plan, their remaining assets are divided up and distributed by their state government. We encourage everyone to invest their time and make their own plan for the future today.
What could we do with 5%?
Further our early childhood literacy and educational development
Increase our ability to provide scholarships for the further education of our youth
Better our local workforce through the growth of adult educational resources and training
Enhance the care for our elderly and most vulnerable citizens
Support arts, beautification, and cultural projects throughout our communities
Improve our local charitable organizations through elevated funding opportunities
Along with many other worthy projects, these endeavors would help our communities attract and retain families and businesses by providing a better quality of life for all Huntington County citizens. 12
2013 Annual Report
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What impact would 5% make? Charitable organizations - What organizations have you been a part of or been affected by? All charitable organizations need our financial and volunteer support to continue with their missions. By creating or donating to a fund for a charitable organization, you can provide extra financial support while current volunteers and members continue the legacy of the organization. Your fund could help support local, state, national, or international charitable organizations. Education - Scholarship funds are the most popular way to help our local youth further their education. However, there are many more options out there. You can set up a school or local library fund to help purchase new books and equipment. You can make a fund to grant money to teachers who submit applications for innovative projects they want to implement in their classrooms. You can create a fund to support a non-profit preschool or daycare program. We can customize a fund to fulfill any need or desire you feel passionate about. Church - Do you belong to a church here in Huntington? By setting up a church fund or donating to an existing one, you will continue to help your church financially long after you have passed through this life. By encouraging estate gifts to a church fund, a church could essentially have two congregations lending their financial support - a past and a present. Here are some questions to reflect on. What if all the people in your church who have passed away in the last 50 years were still giving monthly contributions through an endowment fund? How could this concept grow the essential ministries of your church forever? Quality of life - By supporting areas such as local festivals and events, historic preservation, our community parks, youth/adult sports leagues and teams, and many other areas you can help the incoming generations of Huntington County citizens enjoy a better quality of life for the years to come.
How can you give 5%?
Make a contribution to any fund held at the Foundation today. No amount is too big or too small. Please refer to our current listing of funds on the following pages.
Create a fund to satisfy your own personal passions or to fill a void you see in our communities.
Foster discussions about your philanthropic interests with those closest to you.
Confer with your financial advisor about what impacts you can make in our communities.
Talk with your personal estate planner about leaving a future portion of your estate to the Huntington County Community Foundation. Huntington County Community Foundation
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Permanent Endowment Funds $0 - $10,000
$25,000 - $50,000 (cont.)
Kiwanis Club Scholarship Hope for Tomorrow Fund (McKenzie’s Hope) HNHS Music Department Fund Huntington City-Township Public Library Fund Huntington Jaycees, Inc. Fund* David Culp & Co., Certified Public Accountants Fund YWCA Huntington County Fund Anne Pfister Scholarship
Dadd/Decker Fund Irvin & Loretta Murphy Community Scholarship Fund Riverview Terrace Fund* Youth Services Bureau of Huntington County Fund
$10,000 - $25,000 YMCA Superstars Fund Sesquicentennial Community Fund* Optimist Club Youth Fund Love Inc. of Huntington County, IN Fund
$50,000 - $100,000 Trinity United Methodist Church Hafner Fund Shirley & George Kilander Huntington Catholic School Fund Shirley & George Kilander St. Mary’s Catholic Church Fund Hiner Family Community Fund* Dan Quayle Center & Museum Fund LaFontaine Center, Inc. Fund HCCF Contingency Fund United Way of Huntington County Fund
Andrew Farm - Friends of the Andrews-Dallas Township Public Library, Inc. Fund
Huntington County 4-H Fair Association Fund Gerald W. & G. Edward Yeoman Memorial Fund* Network Technology Fund* Psi Iota Xi Mildred Briggs Scholarship Kiwanis Goodin Scholarship Harold & Pauline Bailey Memorial Community Fund* Huntington Celebrity Concert Fund* Huntington County Free Health Clinic Fund Metro Kiwanis Wohlford Memorial Scholarship Rotary Fund Kiwanis Winebrenner Scholarship Roanoke Brethren Church Fund* Huntington County Junior Historical Society Fund Shuttleworth-Nuck Fund
$25,000 - $50,000 Dr. John & Marjorie Hohe Family Advised Endowment Fund
Kiwanis Baker Scholarship Arley & Jeanette Morris Family Christ the King Episcopal Church Fund
Sumner B. Sheets Museum of Wildlife & Marine Exhibits Fund
Huntington County Habitat for Humanity Fund Stephanie A. Pyle “Spirit of the Community” Fund* Huntington County Baseball, Inc. Fund ACRES Land Trust Fund Frank & Mary Crosser Community Fund* Police Athletic/Activities League Fund Roanoke Area Heritage Center Endowment Fund Wallace P. Smith Memorial Fund* Annan-Zahm Memorial Fund
$100,000 - $250,000 Trinity United Methodist Church Endowment Fund J. Ben Good Family Fund Optimist Scholarship Ss. Peter & Paul’s Parish and School Utilities Support Fund Historic Forks of the Wabash Endowment Fund Donald E. & Lou Rayne Scheiber Catholic Education and Charity Fund
YMCA Board of Directors Camp Dick Runyan Fund Huntington County Medical Memorial Foundation Fund Purviance Family Community Fund* John & Midge Decker Community Fund* Hiner Family Fund* Huntington County American Red Cross Fund Boys & Girls Club of Huntington County Fund Faith in Community Fund
$250,000 - $500,000 Salvation Army Fund Pathfinder Foundation, Inc. Endowment Fund Humane Foundation’s Designated and Advised Endowment Fund
$500,000 - $1,000,000 Huntington University Foundation Endowment Fund
$1,000,000 and above HCCF Board of Directors Designated Fund Community Impact Fund*
*Fund used for county-wide grant making
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2013 Annual Report
14
Scholarship Endowment Funds $0 - $10,000
$25,000 - $50,000 (cont.)
Southside Business Association Scholarship
Huntington Firefighters Association Weston Close, Lucas Sunderman Scholarship
Dr. Jerry G. Solloway Family Scholarship
Luke & Erma Scheer Memorial Historical Scholarship
$10,000 - $25,000
Ephraim (Mike) & Mary Cecil Scholarship
Margaret W. Russell Scholarship
Joseph H. Lesh Law Scholarship
William & Elmyra Helm Scholarship
Carl Repp Scholarship
J. Edward & Polly Roush Scholarship
Jim & Nancy Breiner Family University of St. Francis Scholarship
Vincent M. Allman Art Scholarship
Shirley & George Kilander Purdue University Scholarship
Kenneth W. Manes Memorial Scholarship Sheri Herr Memorial Scholarship Arley Morris H.O.P.E. Scholarship Mary Edith Reiff Scholarship Gary W. McCurley Scholarship YMCA Heith Garner Scholarship
Randall & Karen Rider Scholarship
$50,000 - $100,000 Dorothy M. Coll Scholarship Andrews First Christian Church Memorial Scholarship Jim & Nancy Breiner Family Scholarship Scott Breiner Memorial Scholarship
Dave Reeves Athletic Scholarship
$100,000 - $250,000
Thomas J. Uecker Memorial Scholarship
Daugherty Family Scholarship
First National Bank of Huntington Scholarship
Rob Henn Athletic Scholarship
2 4 Golf Scholarship
George & Garnet Bergman Scholarship
Philip Rich Memorial Scholarship
Dr. John & Marjorie Hohe University of Saint Francis Scholarship
$25,000 - $50,000
$250,000 and above
Frank L. Pyle, Sr. Scholarship Paul D. Souder Memorial Scholarship
Dr. John & Marjorie Hohe IPFW Scholarship Charles & Wilma (Sanger) Shuman Family Scholarship
Pass Through Funds Pass through funds, unlike our endowment funds, are not permanent funds. With these funds, the principal can be distributed in its entirety. These funds can be invested or can be held like savings accounts.
$0 - $10,000
$10,000 - $25,000
Huntington County Chamber of Commerce Fund
Hope Alive Fund (McKenzie’s Hope)
Rotary Club of Huntington, IN Fund Junior Achievement Serving Huntington County Fund Thomas Tallman Emergency Providers Scholarship Fund
HNHS Sousa Scholarship Fund Growing Our Future Classroom Education Grant Fund Huntington County Hometown Improvement Fund
Don & Linda Martin Charitable Fund M.A.S.E. Fund
$150,000 - $250,000 United Way Fund LaFontaine Center, Inc. Fund
$250,000 and above Boys & Girls Club Building Fund Pathfinder Services Board of Directors Fund
United REMC Operation Round Up Trust Fund Huntington County Community Foundation
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Financials ASSETS 2013
2012
Permanent Fund Accounts Scholarship Funds Endowment Funds
$2,102,921 4,759,385
$1,997,250 4,281,072
Total Permanent Fund Accounts
6,862,306
6,278,322
Community Fund Accounts Grant Funds Operation Funds
2,974,320 1,669,236
2,831,046 1,582,673
Total Community Fund Accounts
4,643,556
4,413,719
Pass Through Fund Accounts
2,061,597
446,552
Total Fund Accounts
13,567,459
11,138,593
45,724 87,111 234
61,576 81,869 635
13,700,529
11,282,673
Fixed Assets
85,658
89,050
Total Assets
$13,786,187
$11,371,723
Fund Accounts
Temporarily Restricted Assets Unrestricted Assets Other Current Assets Total Current Assets
LIABILITIES & EQUITY Current Liabilities Long Term Liabilities
$3,848,706 0.00
$1,958,733 26,502
Total Liabilities
3,848,706
1,985,236
Equity
9,937,481
9,386,487
$13,786,187
$11,371,723
Total Liabilities & Equity
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2013 Annual Report
Current
Board
Members
Greg Smitley
Gina Canady
Huntington University
Warren Service & Supply
Nancy Breiner Retired Educator
David Daugherty
Jim Scheiber
Rick DeLaney
President
1st Vice President
Edward Jones
Attorney
Steve Eisenhut
Steve Kimmel
2nd VP / Treasurer
Retired Dana Executive
Huntington County Chamber of Commerce
Midge Decker
Marshall Saunders
Retired Pharmacist
Security Consultant
Roger Dyson
John Niederman
North Central Co-op
Pathfinder Services, Inc.
Bill Hancher
Fred Scheiber
Daugherty Companies, Inc. Retired Business Owner Graphic Communications
Staff Founding
Board
Members
Michael Howell Executive Director
Matthew Ditzler Director of Accounting
Ben Good Ruth Michael Steve Piekarski Randy Rider
Don Scheiber Jane Schenkel Mark Welker
Huntington County Community Foundation
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NON-PROFIT ORG. U.S. Postage
PAID Huntington, IN 46750
Permit No. 803 356 W. Park Dr. P.O Box 5037 Huntington, IN 46750 RETURN SERVICE REQUESTED
Want more information? Please talk with us about your charitable intentions. We can provide you with the knowledge and guidance necessary to fulfill your passions forever.
Office Hours
www.huntingtonccf.org
Monday - Friday: 8am - 4pm
P.O. Box 5037, 356 W. Park Dr., Huntington, IN 46750
Evenings / Weekends by Appointment
Phone: 260.356.8878
Fax: 260.356.0921