2008 Annual Report
Connecting the dots needs
community
giving
To our Donors and Friends… Heritage Fund has continued its focus on collaboration as we’ve worked with others to connect the dots between community needs and resources. We’ve included highlights of 2008 in this mini-report. For more complete information, visit our website www.heritagefundbc.org. You’ll find stories of connecting the dots between … • resources and needs in response to the 2008 June flood • educational institutions, employers and community leaders in our ten-county region through our EcO15 efforts to improve lives in southeastern Indiana • the vision for a vibrant downtown with fund-raising efforts for The Commons • the generosity of countless donors with agency needs and scholarship assistance • and other examples of connecting needs with collaborative solutions We sincerely thank each of you for your part in connecting resources and needs to provide meaningful community impact in Bartholomew County and beyond.
Jeff Brown Board Chair
Sharon Risk Stark President and CEO
Heritage Fund will make available upon request copies of its audits and 990s ( and 990 –Ts when appropriate); names of its investment consultant and those responsible for investment oversight; and information on fees charged (including investment and administrative fees).
In 2008
$500,000 in scholarships
$5.9 million in gifts received $10.2 million in total grants awarded
138 not for profits received grants
364 new donors
$3 million grant $3 million campaign 121 individual scholarships awarded
$46.5 million in assets
Investments ended the year (30.1%)
1,489 individual gifts
100% Board and Staff contributed
HERITAGE Heritage FUND FundMEMORIAL HERITAGE FUND MEMORIAL SCHOLARSHIP SCHOLARSHIP Memorial Scholarship
In 2006 Heritage Fund’s Board of Directors created the Heritage Fund Memorial In 2006 Heritage Board of Directors createdtothememorialize Heritage Fund Scholarship Fund.Fund’s It gives donors the opportunity lovedMemorial ones forever Scholarship Fund. It gives donors the opportunity to memorialize ones forever through a gift of $500 or more to this fund. Each year the names loved of those recently through a gift of $500 or more to this fund. Each year the names of those recently memorialized will be added to the list as a permanent part of this scholarship. Annual memorialized be added to the list as arecipients permanent partselected of this scholarship. scholarships ofwill $1,000 are awarded with being from amongAnnual those scholarships of $1,000 are awarded with recipients being selected from among those who apply for Heritage Fund Scholarships. who apply for Heritage Fund Scholarships. Those being memorialized are listed below with the year they were added to the Those being Through memorialized are listed them belowinwith year theyway, werewe added to the scholarship. remembering thisthe permanent are helping scholarship. remembering themnow in this way, we are helping students of Through Bartholomew County both andpermanent into the future. students of Bartholomew County both now and into the future. Mr. and Mrs. W. Calvert Brand (2006) Mr. Calvert Brand (2006) Mr.and andMrs. Mrs.W. Albert Suhre (2006) Mr. and Mrs. Albert Suhre (2006) Richard G. “Rick” Donnelly (2007) Richard G. “Rick” Donnelly Thank you to Dorel Juvenile(2007) Group whose gift to this fund was made in honor Thank you to Dorel whose gift to this fund was made in honor of the good work of Juvenile HeritageGroup Fund (2007) of the good work of Heritage Fund (2007) Joyce Tull Hutcheon (2008) Joyce (2008) HelenTull andHutcheon Ernest Stadler (2008) Helen and Ernest Stadler (2008)
BARTHOLOMEW SOCIETY Bartholomew BARTHOLOMEWSociety SOCIETY
The Bartholomew Society recognizes those individuals and couples who have chosen Heritage Fund as the benefactor of The Bartholomew Society recognizes those individuals and couples who have chosen Fund as theThe benefactor a bequest or other deferred gift arrangement, such as charitable remainder trusts or lifeHeritage insurance policies. name ofofthis agroup bequest other deferred giftrich arrangement, as charitable remainder trusts or life insurance policies. The name of this is inorrecognition of the heritage of such our county. group is in recognition of the rich heritage of our county. Many individuals have quietly made Heritage Fund a beneficiary in their estate planning but have not informed us. Others Many individuals madeincluded HeritageinFund a beneficiary their estate but have not informed us. Others have consented to have have quietly their names the list below withinthe hope thatplanning it will encourage others. have consented to have their names included in the list below with the hope that it will encourage others. Anonymous (2) Anonymous (2) Kathryn Anthony Kathryn Anthony Bill Barton Bill TomBarton and Lynn Bigley Tom Maryand AnnLynn ClarkBigley Mary Ann ClarkDalton William Bruce William Bruce Dalton Forest and Marsha Daugherty Forest and Marsha Daugherty Marion and Kay Dietrich Marion and Kay Dietrich John P. and Ann S. Ellis John S. EllisA. Evans LorenP.K.and andAnn Margaret Loren K. and Margaret A. Evans Cleve and Dorothy Francoeur Cleve and Dorothy Francoeur Brad and Jeannine Gonsalves Brad Jeannine Gonsalves Anneand Grayson Anne Grayson Eugene and Mary Gurthet Eugene and Mary Gurthet
Jerry E. Hasch Jerry Scott E. F. Hasch Heise Scott F. Heise Jim and Mary Henderson Jim and Mary Henderson Paula Herlitz Paula Herlitz Bud and Ann Herron Bud and Ann L. Edward andHerron Mary Jean John L. Edward Jean John Richard L. and and Mary Ruth Johnson Richard L. and Ruth Johnson Catherine Jurgemeyer Catherine David andJurgemeyer Barbara Kirr David Barbara Kirr Larry A.and Lyday Larry A. Lyday Martha L. Middleton Martha L. Middleton Pia O’Connor Pia O’Connor Howard and Joan Pearcy Howard andRust Joan Pearcy Marguerite Marguerite Rust
Mike and Phyllis Ryan Mike and E. Phyllis Ryan Adrienne Savage Adrienne E. Savage John and Carolyn Seltzer John and Carolyn Sharon Risk Stark Seltzer Sharon Risk Stark Margaret Stevenson Margaret Stevenson Gregg and Judy Summerville Gregg andTucker Judy Summerville T. Randall T. Randall Tucker Larry I. and Nancy E. VanEpps Larry and Rosanne Nancy E.Watson VanEpps ChuckI. and Chuck and Rosanne Watson Marie Weber Marie Weber Alice Weichman Alice Weichman
We gratefully acknowledge their commitment to continuing the heritage of generous giving that is the hallmark of We gratefully acknowledge their commitment to continuing the heritage of generous giving that is the hallmark of Bartholomew County. Bartholomew County.
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2008 2008TRIBUTES Tributes In memory IN MEMORY of OF Wayne C. Anderson Gladys Andrews James F. Andrews Earl Behrman Glen Behrman Kenneth L. Bense Marcia Berksire Corbin Blackerby Richard Bodart Brett Bonnell James W. Breeden Michael H. Brock Frank Burbrink Frank Busek Martha Carr Abigail Carson Lilly Chambers Harold & Mary Chandler Catherine Chortle Harold Clark Karen Ann Coffman Dorothy Coleman Beverly Craig Jolie Crider Eugene Czernobil Rex Deiwert Marion Dietrich Don E. Dilley Don Dillman Richard “Rick” Donnelly Perry Doup Marcella Dowd Debra DuLong Max Elliot Florence Epperson William & Pearl Flora LeRoy Foster Dr. Cleve Francoeur, Jr. Betty Franklin A. John Friend Bobby Joe Garrison Amanda Gatesy Bernard Geibel David R. Glackin Edna Glass Homer & Nena Glick Kerry Glick Myron Glick Jane Graninger Meriam Graninger Becky S. Green Jack Hadley
In INhonor HONORofOF Forrest D. Hayford Mary Ann Heise Howard & Doris Herron Robert F. “Shorty” Herron Mark Hoover Jane Ann Hull Joyce Tull Hutcheon Scott A. Johnson Ruth Aldenhagen Jones Trey Jones Earl & Bernice Ketchum Larry D. Kiel Margie Kirk Linda Kay Lane Ellen & Bill Laws Goldie Lay Scott Lienhoop Robert Adam Lorts Dr. Roy C. & Mrs. Nina Lorts Bob Low Larry Lund Betty Marr Eldena McDermott Jimmie & Nancy McKinney Julie McKinney Frances Metzler M. Helen Michael Phyllis Milbach J. Irwin & Xenia Miller Xenia S. Miller Bob Milnes Charles & Mabel Mohr Inez Daisy Heber Myers Nancy J. Olson Andrew Parker Vangie Parker Alvin Pashin Elizabeth Perkins Pernetta Purcell Bryan Ritz John M. Romine Robert E. Rominger Jean Ross Darryl K. Sanders Orville Savage Nathan Scheidt Judy Huehl Scholtz JoAnn “Jody” Schorr Marcia Schwenk Toby Seltzer Allof Shafran Alice Sharpe
Kathy Shirley Catherine Shortle Fred & Bertha Simmons Jeffery Sims Bob & Marifrances Speer Ernest Stadler Ernest & Helen Stadler Norman Stadler Charles J. Steiner Matthew Stephenson Barbara W. Stewart Richard B. Stoner Carl & Elsie Streitelmeier Clementine Miller Tangeman E. Don Tull & Joyce Tull Hutcheon James M. Turner Sam Vanderploeg Gerald L. Wagner Mitsuko Wakamatsu Barbara Washburn Rosemary Weddle Beatrice Weedman Shirley Weerts George C. Weinland, M.D. Pearl Flora Wells William (Bill) Whisman Marty Wiedersatz Gerald Wiley Ruth Yoder Carolyn Zeller
Timothy Andrews Julie & Pete Begin Harrison James Behrman Jim Bickel Margie Lou Boilanger Janice Bullman Margie Campbell Abe Carman Columbus Regional Hospital Staff Alex, Andrew & Zach Dinkins Amy Dixon Abby, Charlotte, Jackson, Libby & Ella Douglas Howard & Betsy Downey Ruth Dwyer Mia Delena Gambaiani & her big brother Michael Mike & Kay Gorday & Family Coach David Green Coach David Green & the Columbus North Men’s Soccer Coaching Staff Don & Kimberly Greene Jerry & Rita Greene & Family Steve & Ann Heimann Heritage Fund - the Community Foundation of Bartholomew County Jack Hess Hospice of South Central Indiana Mickey Kim Mickey Land Douglas E. Leonard Scott Moore Our Community Emily Resnik John & Lois Revell Sue Rhoades Caroline Risk Suzie Shaw Fran Simmermaker Brian R. Stark Marian Stark Sherry Stark Sherry Stark & Gracie Ed Stawicki Rich & Rebecca Stenner Virginia Stoner Joe & Florine Unrue
www.heritagefundbc.org
giving
Donor / Scholar Reception On a beautiful day in May over 80 donors, fund representatives, board members, school representatives and students gathered for our annual Donor / Scholar Reception. This was a wonderful opportunity for the donors who have made these scholarships possible to meet and get to know their recipients.
Below: Donors Earl & Mildred Hudson along with the recipient of their scholarship, Samantha Case. Above: Mary Ann Heise Memorial Scholarship recipient Jessica Trosper with donors Scott Heise and his wife Amoret
Donor Advisors Chap Blackwell, with support from his children, established a donor advised fund in memory of his wife. In 2008 the Nancy Blough Blackwell Memorial Fund awarded a grant to Turning Point to create Home Start-up Kits to give to domestic violence survivors when they leave the shelter and move into a home of their own. Knowing that someone cares about their success helps the recipients build a feeling of empowerment. RIGHT: Debbie Blackwell Smith and Darla McKeeman, Director of Client Services and Training
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2008 Teaching Excellence Awards At the June BCSC board meeting, three exceptional elementary school teachers were honored by receiving the William and Sally Hanley Excellence in Teaching Award. From L to R: Sarah Dunlap – Clifty Creek Elementary; Angie Ginder – Rockcreek Elementary; and Rebecca Monroe – Lincoln Elementary each received cash awards of $1,000.
Three private school teachers were honored as recipients of the Reams Family Awards for Excellence in Teaching. The $4,000 awards went to Abby Perdok from Columbus Christian, Whitney Vandercar from White Creek Lutheran and Mary Arnholt from ABC-Stewart (pictured with school director Mike Gorday).
EcO15 EcO15 (Economic Opportunities through Education by 2015) was in full swing by year-end. This regional initiative, led by Heritage Fund and the Community Education Coalition, received $38 million in funding from Lilly Endowment. The effort engages community foundations, educational institutions, employers and civic leaders in developing educational pathways for all ages in southeastern Indiana. The focus is on advanced manufacturing, healthcare and tourism.
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2008 Annual Report
DONORS Donors
In 2008 Heritage Fund received contributions from 1070 individuals and organizations. We list these generous donors here with gratitude for their support.
The A & E Kaplan Foundation Stephen & Julia Abedian David Abel Abitibi-Consolidated Corp. Recycling Division Hank & Dede Abts Yvonne Acterberg The Active Network, Inc. Mr. & Mrs. Jeff Adams Advanced Pain Management Aging & Community Services John & Marty Ahlemeyer Ann Akemon Charlotte Aldenhagen Ellen Alarie Jayne Allender Alpha Associate Kappa Kappa Kappa American Society of Landscape Architects-Indiana Julie Ammon Analytical Engineering, Inc. James E. & Linda J. Anderson Joe & Eva Anderson Mr. & Mrs. John Anderson Karen S. Anderson Rick & Maribeth Anderson Mr. & Mrs. Morgan M. Andreae Gary & Markel Andrews Mr. & Mrs. Howard C. Andrews Timothy Andrews Anonymous - 8 Mr. & Mrs. Steve Anthers Larry & Janet Anthony Phyllis Apple Fred & Kathi Armstrong Arnholt Bros. Farms Dan and Susan Arnholt Lillian Arnholt Marianne Arnholt Roger & Nona Arnholt Mr. & Mrs. Michael D. Arrington Art Guild of Hope Lee & Jewell Arthur Ingrid & Al Askerberg Martin Atwell Mr. & Mrs. Frank H. Ault Mr. & Mrs. Glen J. Ault Robert H. Baierlein James K. Baker Meg Baker James & Rebecca Baldwin Bar-Cons Federal Credit Union Gary & April Bardonner David & Susan Barker Barkes, Weaver & Glick Funeral Homes, Inc. Dr. Scott C. Barrix, D.D.S., P.C. Mr. & Mrs. Timothy P. Barry
David & Elaine Barth Bartholomew Consolidated School Foundation Bartholomew County Historical Society Bartholomew County REMC Bartholomew County REMC Members Bartholomew County Republican Women’s Club Bartholomew County Rural Youth Bartholomew REMC Membership Community Trust, Inc. Bartholomew-Brown County Medical Society Doug & Carol Basile Hetty Bateman Matthew R. Battin & Melissa Rose Jennifer Baxter Michael J. Baylor Mr. & Mrs. Mark Bays Chris Beach Jim Beall & Sandy Swain Beck Harrison, P.C. Mr. & Mrs. Jeff L. Beck Mr. & Mrs. Morris Beck Marilyn Beeler Mr. & Mrs. Steven J. Beem Peter & Julie Begin Linda & Jim Behrman John D. Behrman Dennis & Judy Beikman Mr. & Mrs. Richard Belush Dr. & Mrs. Ronald Bennett Don & Kathy Benson Nancy Berkenstock Terry G. Bewley Jim & Joan Bickel Dr. William Bickers The Bicycle Station, Inc. Jane R. Birdsong Mr. & Mrs. Howard C. Bishop William K. Bissey Evelyn Blackburn Joyce A. Blackburn Chap & Mary Ann Blackwell Emily K. Blue John & Emily Blue Kelsi Boas Mr. & Mrs. Ronald J. Bodach Charles E. Boehme Mr. & Mrs. Daniel Boewe Jeanne Bohm Herb & Margie Boilanger Chuck & Cathy Boll Voris Von Boll Mr. & Mrs. Philip Bonomo
Bontrager, Inc. David L. Borcherding & Susan R. Pickens Pastor & Mrs. Ed Boston Mary Beth Bott David & Margaret Bottorff Dr. & Mrs. David Bowden Melinda R. Bowers Robert & Kathy Bowie Boyer Machine & Tool Co., Inc. Joan & John Boyer Jo Ann Bozell Jesse R. Brand Brands, Inc. Donna Brauning Carol Breeden Brenntag Mid-South, Inc. Mark & Kristen Bridgeman Mr. & Mrs. Brian J. Bridges Sonnie Brock Ryan L. Brodfuehrer Susan & Ian Brook Steve Brooks Mr. & Mrs. Tom Brosey Mr. & Mrs. Jeffrey N. Brown Robert C. Brown Dr. George Brueggemann Dr. & Mrs. Stephen G. Brueggemann Mr. & Mrs. Ted Brunner Buchanan Clements Foundation, Inc. Melvin Buchanan George W. Budd Darren & Cheryl Buffo & Family Janice & Fred Bullman Loretta Burd John Burnett Larry & Karen Burnett Judith, Gerald & Meghan Burns Carole Henry Burton Greg, Marcia, Ashley & Grant Burton Rhonda Burton & Shelly Frazee John W. Bush Mary Stadler Butler Bob & Anne Calderone Mr. & Mrs. David Caldie Ed & Judy Callaway Martha Callaway Kathleen & Bob Campbell Tom & Merry Carmichael Mark Carlson Matt & Cheryl Carothers Marcella Cascian Cathy Case Center City Film & Video, Inc. Central Tech Solutions Dr. & Mrs. Michael J. Chadwick
Dr. Michael Chadwick Mr. & Mrs. Michael Chadwick Mr. & Mrs. William Chambers Ken & Nancy Chandler Chapel Committee of Four Seasons Retirement Center Mr. & Mrs. Brian J. Chappelle Steve J. Charlton Sharon Gilliland Cheek Mr. & Mrs. Shawn L. Cheney Jack Chestnut Childhood Connections Aileen Chitwood Christopher Burke Engineering, Ltd. Brent & Becky Church CIF of the San Francisco Foundation City of Columbus Dan & Peggy Clarence Mary Ann Clark Robert Clark Mr. & Mrs. Larry J. Clipp, II Marie Clouse Merrill & Norma Clouse James Coffman Mike & Becky Collins Columbus Area Arts Council Columbus Area Chamber Foundation Columbus Area Visitors Center Columbus Culture Club Columbus Cycling & Fitness Columbus East Faculty, Staff & Students Columbus High School Class of 1957 Columbus in Bloom Columbus Indiana Architectural Archives Columbus Indiana Philharmonic Columbus North High School Columbus Oral & Maxillofacial Surgery, P.S.C. Columbus Parks & Recreation Department Columbus Parks & Recreation Staff Columbus Service League Columbus Silgas, Inc. Columbus Youth Hockey League David & Deanna Compton Joseph & Lisa Conner Tim & Jane Cooney Ralph & Mary Alice Cooper Coreslab Structures, (Indianapolis) Inc. Coriden Law Offices Sam & Debbie Cotton
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Donors DONORS Council on Foundations Court Appointed Advocates for Children The Reverend Dr. & Mrs. Robert H. Craig Susan J. Craig Robert Creighton Robert & Elizabeth Crider & Family Herschel & Sally Crippen Wayne & Mary Jane Crippen Andy Critzer Memorial Golf Tournament Rosemary Critzer The Cross Family Miranda Cross Mr. & Mrs. Richard A. Crossman CSO Architects Cummins Foundation Cummins Inc. Cummins Komatsu Engine Co. Don & Kay Cummins Custer Foundation Jennifer Kay Cutter Nancy L. Cutter Dairy Queen Brazier William K. Daniel Diane Y. Daugherty Ruth Davee Mr. & Mrs. Brad M. Davis Mr. & Mrs. Eric N. Davis Lee Ann Davis Douglas B. Day Mr. & Mrs. Mike Debaun Deckard Tool & Engineering, Inc. Scott & Laura Decker Mr. & Mrs. Robert DeDominic Mr. & Mrs. Bill Dees Mr. & Mrs. Kenneth L. DeLap Mr. & Mrs. Ryan Dell Mr. & Mrs. Thomas L. Delph Democratic Ladies League Misty R. Demoss Deppe Fredbeck & Boll Dan Derheimer Devening Block, Inc. Ann Devore Mr. & Mrs. Robert I. Deweese Oscar Diaz & Norma Mendez Paul & Dotty Dinkins Danny & Connie Dixon Don R. Scheidt & Company Inc. Shari Donnelly John & Louise Dorenbusch Mr. & Mrs. Raymond Dorsett Jacquelyn Douglas Diane Doup & Dawn Doup David & Wilma Doup Hazel Doup
Mildred Doup Dover Christian Church Mr. & Mrs. Tom Dowd Isabelle & Rolland Drake Maura Driscoll-Thomas Duke Energy Dunlap and Company, Inc. Kenneth O. Dunn Selma A. Durham E.R. Gray & Associates, PC Easter Seal Society Eastside Community Center Mr. & Mrs. Wayne Eberhard Edward & Vivian Eckerly Susan J. Eckert Ecumenical Assembly of Bartholomew County Churches/Love Chapel Mr. & Mrs. Lee Edens Rachel Edwards Pat & Ann Ellis Arnold & Beth Ellison Mr. & Mrs. Zack Ellison Laurie R. Elmes Elwood Staffing Mr. & Mrs. John A. Elwood Emergency Physicians, Inc. of Columbus, P.C. Mike & Jodi Engelstad Enkei America, Inc. Phyllis Ann Epperson Teresa G. Essex Estep & Co., Inc. Tony & Sandy Etnyre Don Evans Mr. & Mrs. W. M. Everitt & Family Family Service of Bartholomew County, Inc. Mr. & Mrs. Kenneth W. Farley Jacob Fedor Mary Ferdon Steve and Mary Ferdon Mike & Paula Ferree Dennis Ferry Jim, M’Liss & Ryan Fier Mrs. Marshall Finke Paul & Karen Finke Tom & Cheryl Finke Tom R. Finke First Baptist Church First Choice Siding Dave & Janice Fisher Sharon & Larry Fisher Sally Swope Flint The Flooring Gallery Melinda Floyd Barb Flynn Dennis Fogle
C. Robert Foist Mr. & Mrs. David R. Foley Dean & Melanie Foltz Melanie Foltz Force Construction Company, Inc. Harold & Debbie Force Albert & Jeanne Ford Mr. & Mrs. John Foster Mr. & Mrs. Mark D. Foster Lela Foust Andy, Michele, Gracie, Jack & Addie Fowles Tom & Marilyn Fowles Bart & Christie Fox Greg Fox Barbara Fox Mr. & Dr. William Fox Byron P. Francoeur Mr. & Mrs. Cleve Francoeur Susan Francoeur Bob & Noel Franke Sherm & Jacquie Franz Abduliah Frazier-Bey Mr. & Mrs. Raymond V. Frede Raymond V. Frede Mr. & Mrs. Kenneth J. Free Rich & Tammy Freeland Mr. & Mrs. David Fribley Mrs. John Friend Mr. & Mrs. Walter G. Fuetterer, Jr. Mr. & Mrs. Stephen Fuller Mr. & Mrs. Matthew C. Fuqua Carmen Grande de Garcia & Ignacio Garcia Garden City Farms, Inc. David & Lorelei Garrison Mr. & Mrs. Robert D. Garton Harold & Maurita Gearhart The Gearhart Family Kelly & Sam Geckler Jon & Camilla Gehring Jon Gehring Geiger Gelfius Farms Inc. Christopher & Debbie George Gethin Thomas Catering Mr. & Mrs. Page Gifford Dr. & Mrs. John Gilliland Gordon & April Ginnings Horst M. Glaser The Glick Fund, a fund of Central Indiana Community Foundation John & Jean Glick Dominic Glover Steve & Vickie Gochenour The Gold Nugget Pawn Shop, Inc. Chuck & Lori Goode Mr. & Mrs. Robert L. Goss
Sharon & John Grace Graham Baptist Missionary Society Grammer Industries Howard Graninger Mr. & Mrs. Robert L. Gray Craig A. Greathouse David Green Mr. & Mrs. Tom Green Dave & Susie Gregory Ronald K. Gressel Carla Gross Mr. & Mrs. Michael T. Grunden Wynne & Janet Gulden Dr. & Mrs. Cary M Guse Dale & Linda Guse Bob & Chris Gustin Donald J. Haberlin Mr. & Mrs. Steve C. Haberman Hackers’ Holiday Golfers 2008 Mr. & Mrs. Charles E. Hainz Amy Baker Hale Mr. & Mrs. A. Grant Hale Mr. & Mrs. Thomas R. Hale, Jr. Don Hall Gary & Linda Hallum Dr. David Hamilton & Dr. Sheryl L. Elston Mr. & Mrs. Robert Harden Mr. & Mrs. John T. Harmon Mr. & Mrs. Thomas D. Harmon Mr. & Mrs. James Haro Mr. & Mrs. Mark Harper Don & Patsy Harris John & Susan Harrison Mr. & Mrs. William J. Harter Dody Harvey Don & Dody Harvey Beryl F. Hathaway Hauser High School Class of ‘57 William Hawes Larry M. Hawk Mr. & Mrs. Bob R. Hawkins Jim Hawkins Hayes & Hayes David & Claudette Hayward Carol E. Head Mr. & Mrs. John L. Head Heads & Threads International LLC Joyce R. Heckman Alan Heimlich Scott F. Heise Dick & Winnie Helt Mr. & Mrs. James A. Henderson Mr. & Mrs. Richard W. Hendrickson Barb & Tom Hennig Mr. & Mrs. Robert S. Henrich Carole Henry Burton
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2008 Annual Report
Donors DONORS Doneda Henry Mr. & Mrs. Bud Herron Jack & Sarah Hess Rachel Heyne Judith Ann Brown Hice Russ Hicks Gary & Robin Hilber Mr. & Mrs. Walter R. Hillery Betty Hilycord Tom & Sandi Hinshaw Elizabeth A. Hinson Leon & Norma Jean Hitchcock Renee A. Hixson HNTB Van Pham & Dong Hoang Major General & Mrs. John Hoff Mr. & Mrs. Loren Hoffman Phyllis Hoffman Mr. & Mrs. Richard W. Holdeman Robert & Anita Holliday Deborah D. Holt Homes News Enterprises Hoosier Mustang Club Inc. Barbara Hoover Herb & Barbara Hoover Hope Area Chamber of Commerce Hope Hardwoods Inc. Hope Moravian Dinner Theatre Hope Ride Larry Simpson & the Hope Star-Journal Hope Volunteer Fire Department, Inc. Heath P. Hopkins Mr. & Mrs. Larry Houchin Ken & Norma Houser Mr. & Mrs. Philip Houston Mr. & Mrs. David P. Howarth Mr. & Mrs. Eric Howe Richard L. Howe HPS Office Systems Vincent M. Hruby Earl E. & Mildred L. Hudson Kathryn Huehl Christine M. Huffman Timothy L. Huffman V. William Hunt Jim & Susie Huntington Edward Huntsman Blake Hurd Laura M. Hurt Frank G. Hutcheon Impact Forge Group Inc. Trust Department of Indiana Bank & Trust Indiana Bank & Trust Indiana Grantmakers Alliance
Indiana Research Institute Louise P. Ingersoll Susan Ingmire Drs. Christopher & Tami Iorio Rajani K. Ippili Kim Ison Mary M. Janes Steve & Judy Jasper Tom & Marilyn Jester & Family Kimberly Jewell Ralph L. Jewell Marvin Johnson & Associates Annie Johnson Mr. & Mrs. Richard Johnson, Jr. Mr. & Mrs. Richard Johnson, Jr. & Family Edward W. Johnson Eris K. Johnson John L. Johnson Mr. & Mrs. Jeffrey D. Jones Nadine C. Jones Ann Jones Bill & Ann Jones Louis Joyner & Sons Just Friends Ken & Amy Kaiser Sarla & Swadesh Kalsi Dean & Karen Kamman Stu & Masako Kaplan Lois Reed-Kaplanoff, George W. Reed, Jr., Linda Torrance Kappa Kappa Kappa Associate Chapter Kappa Kappa Kappa Inc. Beta Chi Chapter Kappa Kappa Kappa, Inc. Irvington Chapter Mr. & Mrs. John R. Keele Mr. & Mrs. Seth Keele Glen & Jane Keller & Family Mr. & Mrs. Richard T. Keller Terri & Jim Kelly Mr. & Mrs. William Kendall Tom & Mary Kendrick Sally A. Kennedy Mike & Donna Keogh Mr. & Mrs. John C. Kestler Chris & Mark Kevitt kidscommons Marshall & Suzanne Kiel Mickey, Jenny, Betsy, Maggie & Emily Kim Mr. & Mrs. Mickey Kim Bud & Sue Ellen Kincaid John Kindred Brenda King Mr. & Mrs. Dennis King Jay Graham King Raymond & Betty (Carrico) King Shirley W. King
Kinney Paper & Chemical Co. Dr. Steven & Dr. Helen Kinsey Kirby Risk Corporation Mr. & Mrs. John C. Kirchman Robert Kirk Erma L. Kirkling Kirr Marbach & Company David M. & Barbara A. Kirr Mr. & Mrs. Rob Kittle Kiwanis Club of Columbus East Larry Kleinhenz Jon & Lorraine Knapp Mr. & Mrs. Joshua G. Knight Rebecca Knose Cheryl Klepser Linda & John Konkle Greg & Carol Kostrzewsky Mr. & Mrs. Joe Kresovsky The Kroot Corporation Mr. & Mrs. Noel Kuehner Thomas & Kay Kulich Marge Labrec Mr. & Mrs. Patrick J. Lafferty Mr. & Mrs. Bill Lambrecht Mr. & Mrs. Ronald S. Lane Janet & Roger Lang Addison Lange Hayden Lange Tucker Lange Langdon Bros. Seed Corp. Jennifer H. Langevin James A. Lannan & Laurel B. Klingman Rikki Laudick Larry M. Laughlin Mr. & Mrs. Peter Lavengood Ed & Missy Lawson & Family Mr. & Mrs. Randy J. Lawson Sierra Lax Timothy and Susan Lax Leadership Bartholomew County Mike & Sharon Leavitt Dan, Chrissy, Joey & Jimmy Lecinski Mr. & Mrs. David Lee Tom & Marilyn Lentz Dr. & Mrs. Peter H. Leonard Mr. & Mrs. Phillip E. Leonard Let’s Grow Garden Club Mark & Marabeth Levett Lewis McWilliams Rollins Hubbard Family Foundation Mr. & Mrs. Gregory S. Lewis Mr. & Mrs. Robert E. Lewis LHP Software, LLC Carolyn & Howard Lickerman Mr. & Mrs. Carl Lienhoop Don & Norma Lienhoop Lilly Endowment Community Scholarship Program
Lilly Endowment Inc. Lincoln-Central Neighborhood Family Center Mark & Peg Lindenlaub Tom Linebarger & Michele Janin Rolf Loescher & Donnamarie Darcy-Loescher Bradley D. Loheide & Kathryn A. Sims Dr. & Mrs. Stephen Loheide Linda Losure Joe & Deborah Loughrey Chris Lovell & Diane Christopher Bob, Lorraine, Amanda & Robert Low Lorraine Low David & Karen Lowe Becky Loyd John & Lori Lucas Mr. & Mrs. Larry E. Lucas Mr. & Mrs. Edmund Ludlow Hope E. Lull Mr. & Mrs. Thomas G. Lusk Ronald D. Luther Mr. & Mrs. Gary P. Lynch Madison County Community Foundation, Inc. Mr. & Mrs. Shaun J. Mahoney Mann’s Harley-Davidson, Inc. David & Tasha Mann Tasha Mann Andy Mann Diana Mann & Ryan Mann Lisa Maple & Paul McHone Lisa A. Maple Constance & Terry Marbach Jane A. Mareachen Mr. & Mrs. Greg Marshall Thomas & Marion Marshall James & Edrie Martin James & Sheila Martin Tom & Joy Mascari Lewis & Sharon Maurer Robert A. May
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DONORS Donors E. Clyde Mayfield & Farris Mayfield Mr. & Mrs. Edwin R. McClain Rebecca G. McClung Carol S. McCormick John & Sue McCormick Mr. & Mrs. Michael E. McCormick Shane McCoy Ruth M. McCracken Mary Ann McCray McCrory Construction, Inc. Erin McDermott-Barthlow Mr. & Mrs. Gary McDonald Dan & Elli McElroy Thomas H. McGough Mr. & Mrs. J. Robert McIlvoy Kevin R. McKinney Mr. & Mrs. John McLachlan Mr. & Mrs. William D. Meadows Charles Meier Mr. & Mrs. Jim Meier Mr. & Mrs. William M. Melvin Judy Mendes Mr. & Mrs. Marty A. Mennen Colonel & Mrs. John Menter Meshberger Stone, Inc. David & Peggy Meyer Lucille Meyer MHart Express, Inc. Michelle’s Renaissance Salon Milestone Contractors, L.P. Mr. & Mrs. David A. Miller Mr. & Mrs. James L. Miller Mr. & Mrs. Lowell Miller Richard & Susan Miller Steve & Debbie Miller Therese E. Miller William I. Miller & Lynne Maguire The Estate of Xenia Miller David & Tessa Milroy Martha S. Mohr McCarty Monday Literary Club Craig & Becky Monroe Mr. & Mrs. Kevin D. Monroe Mr. & Mrs. Dudley L. Moore Mr. & Mrs. Herbert C. Moore, III Keith & Hester Moore Patricia S. Moore Pauline H. Moore Mr. & Mrs. Jorge Morales Lyn Morgan Raymond & Beth Morris Amy J. Moster Kathryn Mount MRC of SC Indiana, Inc. Amy Mueller Mr. & Mrs. Donald Munger
Mr. & Mrs. James C. Munt Nancy T. Murphy Maureen M. Mustard-Walby Betsy Myers Pat & Mary Myers Mr. & Mrs. Steven R. Nading Mr. & Mrs. George Napier John A. Nash Jim & Linda Nay John William Nay Sharon Nelson Irma S. Nemeth Del Newkirk Lettie Newkirk Ellen & Dennis Newkirk Mr. & Mrs. Steven W. Newland Elizabeth M. Newlin Scott & Chris Newlund Mark & Angela Newman Mr. & Mrs. B. Parker Newsom, Jr. Martha-May Newsom Mr. & Mrs. Philip S. Newton Mr. & Mrs. Richard P. Nicholson Bill & Sukey Nie Donald E. Niemoeller Nikkei MC Aluminum America, Inc. Mr. & Mrs. George Noblitt Northwestern Mutual Life Sarah & Gregg Notestine NTN Driveshaft, Inc. Elizabeth R. Nugent Foundation Beth O’Brien Dean & Linda O’Connor Pia O’Connor The O’Connor Family John & Kate O’Hallorain Mr. & Mrs. Herschel O’Shaughnessey Joanne Ogilvie Sandra Oliverio Christopher & Julie Orben Grace A. Orr Mary Lu & Thomas B. Orr Mr. & Mrs. Robert Oswald Mr. & Mrs. Lester E. Otte Sandy L. Owens Andy Pajakowski Mr. & Mrs. Ronald Panning Steve Pardieck Sue Paris John & Margaret Parke Vangie Parker Barry & Beth Parkhurst The Parkhurst Family Mr. & Mrs. Clyde Parrott Janet M. Pashin Mr. & Mrs. Joseph Patrick Mr. & Mrs. Kenneth Patton Kathleen M. Paul
Mr. & Mrs. Howard G. Pearcy Mr. & Mrs. Richard Pease Jerome Pedretti & Perla Reyes Edward & Kim Pence Mr. & Mrs. James R. Pence John W. Perry Mr. & Mrs. Gordon A. Peters Mr. & Mrs. Thomas E. Peters Larry Peterson Mr. & Mrs. Carl Pfaehler Kay Phair Mrs. Warren Phillips & Family John & Jean Phillips Photolicious Keepsakes Mr. & Mrs. Tom Pickett Mr. & Mrs. Mathew J. Pierce Mark & Linda Pillar Pintail Point Cluster Mr. & Mrs. Ilya L. Piraner Mr. & Mrs. Robert M. Pitman Brenda Pitts Platinum Dragon Intl. Inc. Eriko Onishi Nan Polley Power House Brewing Co. Kim Powers Karyn S. Poznick Precision Tools Service, Inc. Pregnancy Care Center of Columbus Kevin Preuss & Lisa Duret Mr. & Mrs. Greg Price Mr. & Mrs. Donald Prince Pro-Tek Photography, Inc. Dr. & Mrs. Edward Probst John & Andrea Quick Rovene M. Quigley Celeste Racette Mr. & Mrs. William Randolph Dr. & Mrs. Charles Rau Dr. & Mrs. David Rau Mr. & Mrs. Jeffrey P. Rauch Janet & Ron Ravneberg Reams Asset Mgmt. Co. LLC Gwen Reddy Pearl Rediker Helen C. Redmon Amanda I. Reed Mr. & Mrs. Don C. Reed Dr. Robert G. Reed, Jr. The Reeves Foundation Charlie & Suzie Rentschler Repp Associates Foundation John & Lois Revell James I. & Shirley E. Richards Mr. & Mrs. William R. Richards Mr. & Mrs. David P. Richter Rightway Fasteners, Inc. Mr. & Mrs. John Riner
Caroline Risk Carolyn Ritter David Rittman Buck & Nea Ritz The River Rats Mr. & Mrs. James R. Roane Mr. & Mrs. James T. Robb Leon & Pat Roberts Rebecca J. Roberts Mr. & Mrs. Cory Robertson Mr. & Mrs. John K. Robertson Sheryl Robertson Mr. & Mrs. Anthony J. Romanski Margaret C. Rominger Margaret C. Rominger & Family Marya & Tony Rose Mr. & Mrs. Mark A. Rosswurm Rotary Club of Columbus, IN Marc & Nina Rothbart Helen H. Rowell Trust Carol A. Rumple Bianca Moreno Rupert Mr. & Mrs. Nichael S. Rush Russell Development Co. Martha J. Russell William & Nannette Russell Floyd & Cindy Rutan Mike & Phyllis Ryan Lindsay L. Ryser Sabrin Family Barbara Salee Mr. & Mrs. Joseph C. Salee Sam’s Club Foundation Dr. & Mrs. Anthony D. Sanders Sans Souci, Inc. Mr. & Mrs. John D. Sasse Adrienne Savage Class of ’58 Reunion John & Nancy Sawin The Schacht Family Gift Fund David & Margaret Schaefer Kent & Kathy Schaum Randy & Jill Scheidt Greg & Peggy Scherschel Marjorie Glick Foster Schmeckebier Jack & Marjorie Schmeckebier Yolanda & Ken Schmidt University Library of Columbus Mr. & Mrs. Thomas Schoelkopf Mr. & Mrs. Richard Schrier Dan & Taffy Schroer Jeff Schroer Jay, Andrea & Bailey Schultz Hutch, Kevina & Ab Schumaker Ted & Teri Schwartz The Reverend Arthur Schwenk, Jr. Jeanie & Randy Scofield Mr. & Mrs. Howard I. Scroggins
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2008 Annual Report
DONORS Donors Chris & Jane Scruton Carolyn & John Seltzer Senior Center Services Mr. & Mrs. Donald E. Settle Gene Settle Ronald F. Sewell Joe, Lisa, Jessica & Drew Shafran Lisa Shafran Kelly Sharpe Ted & Janet Sharpe Mr. & Mrs. John Sharpnack Jill Shedd Robert Sheedy Joe & Kathy Sheehy Judith B. Shepherd Roberta A. Sheppard Mr. & Mrs. Paul Shoaf The Tolle-Shockley’s Family Sharon & Beau Shumate Mr. & Mrs. Harold J. Shymkus SIHO Catherine Simmons Mr. & Mrs. John Perry Simmons Larry Simpson Ted & Lucretia Sims Sherry Sipes Rose Sisson Skeleton Crew Tattoo Ralph Slone Smith & Syberg Charlotte Cowles Smith Leon & Deanna Smith Lorraine Smith Patrick J. Smith & Cindy Merris-Smith Bob & Peggy Smith William J. Smith Gail M. Snyder Mr. & Mrs. John R. Snyder, Jr. Jane Ziegler Sojka Dr. & Mrs. William B. Solik Mat & Kim Solso Mr. & Mrs. Tim M. Solso Southern Indiana E.N.T., LLC Southern Indiana Orthopedics Southern Roofing, Inc. Steve & Jennifer Spaulding Mr. & Mrs. Ron Speer Speer Hill Farms Spooky Logistics, LLC Spoon Real Estate & Construction Fred & Jane Anne Stadler Mr. & Mrs. Joseph Stafford Mr. & Mrs. Thomas H. Stafford Mr. & Mrs. John H. Stang Gary & Susan Starewicz The Chris Stark Family Jon Smith & Eric Stark
Marian J. Stark Sherry Stark State Farm Insurance, Mark Carlson State Farm Insurance, Al Fur State Farm Insurance, Gil Palmer The Stawicki Family Robert D. Steigerwalt Rich & Rebecca Stenner Dr. Gene & Mrs. Jackie Stevens Branner N. Stewart Karen Stewart-Katheder Dennis W. Stirn Emogene Stockhover Cynthia Stofer Mr. & Mrs. Darryl V. Stone Donna & Stephen Stouder Strand Associates, Inc. Delores Strietelmeier Sharilyn L. Strimple Dorothy D. Sturgeon Su Casa Janice L. & Leon Sullivan Mr. & Mrs. Gregg Summerville Sunright America, Inc. Shirley A. Sweasy Dearl & Betty Sweeney Mr. & Mrs. Irvin H. Swinehart Mr. & Mrs. Sam Swinford Anant J. Talaulicar Mr. & Mrs. T.A. Talbert Mr. & Mrs. Ronald D. Tapscott Taylor Bros. Construction Co., Inc. Mr. & Mrs. Dean Taylor Sharon Taylor Russell & Gloria Taylor Hazel Teegarden Foundation Inc. Mr. & Mrs. Alfred J. Tempest Angie L. Templeton Glenn D. Teschendorf & Mary Anne Derheim Texas Roadhouse The Employees of Texas Roadhouse Columbus Mr. & Mrs. R. Frederick Theobald Carroll & Wanda Thompson Kathy Thompson Mr. & Mrs. Meredith L. Thompson Robert Thompson Ruth Thompson Tom & Ann Thompson Robert & Sonya Tickel David A. Tiede Mr. & Mrs. Jonathan R. Titus Nick Tolle Town of Hope Toyota Industrial Equipment Mfg., Inc. Toyota Material Handling,
USA, Inc. Mr. & Mrs. Donald Trapp Mr. & Mrs. Lewis E. Trisler Mr. & Mrs. Ronald Trotter T. Randall Tucker Dr. & Mrs. Arthur H. Turner Turning Point Domestic Violence Services Betty Tuttle Kendi S. Ullman Unique Products Inc. United Way of Bartholomew County Ted & Patty Unrue Mr. & Mrs. Bryan D. Vaughn Paul & Karen Vaughn Vault Records Mr. & Mrs. Steve Vawter Daniel & Melissa Vermillion Viewpoint Books Mr. & Mrs. Michael A. Villarreal Mr. & Mrs. John F. Vinson Jim & Peggy Voelz James K. Voelz, Attorney at Law Todd & Pam Voelz Joan Vogel – Studio V Mr. & Mrs. Robert Volmer Betty C. Voorhis Tom & Christine Vujovich Mr. & Mrs. William R. Wade Kevin & Shawn Wadell Ben & Colorado Wagner Judy & Brock Wagner Sharon P. Wagner Faye Walker Donna D. Wallace Roger & Sue Wallace Mr. & Mrs. Scott H. Walterman Judith Romine Walters Russell D. Waltz Donald E. Ward Glenn J. Ward & Elisabeth M. Jones. Patrick & Diane Ward Mr. & Mrs. Steve D. Warner Mr. & Mrs. Jeffrey S. Washburn Dr. & Mrs. Edwin B. Watkins Mr. & Mrs. Charles H. Watson Keith & Jenny Watson Sandy & Dave Watts Tess Weathers Weaver Fine Furniture & Cabinets, Inc. David & Lisa Webster Thomas S. Webster Mr. & Mrs. Dean W. Weed Carol Weesner Mr. & Mrs. Pete Wegner Mr. & Mrs. Carl E. Weichman
Mrs. George Weinland Jim & Betty Welch Patricia & Jeffrey Welker Marilyn A. Welker Chuck & Suzanne Wells Robert V. Welmer Christian & Stacey Wessel James West Ben Westenberger Will Westenberger Westside Community Church Bennie Whipker Paul & Barbara Whipker Whippoorwill Garden Club Roger Whirley Bonnie Whisman The Employees of White River Broadcasting Company Dianna Sweany White Linda & Jay White Terry & Susan Whittaker Mr. & Mrs. Alan L. Whitted John Whittington Kristen Whittington Shorty Whittington Mr. & Mrs. Richard Wigh Dale E. Wiley Helen Wiley Mike & Jill Wilkerson Jean Marr Wilkins Carla Williams David Williams Jerry & Mary Williams Rose Marie Pelley Williams Edith Willmore Mark & Theresa Wilson Steve & Dawn Wilson Chuck & Geri Wilt Mr. & Mrs. Gene M. Wise Mr. & Mrs. Eric Wohlford Karl & Ursel Wolff Lou Ann Woodall Mr. & Mrs. Claude Wright Dale Wright Martha & Neil Xenias Mr. & Mrs. Mike Yeley Young Mothers’ Educational Development Pamela K. Young Judy Zeigler Zeller Insurance Agency, Inc. Bill Zeller Kyle, Lisa, Tiffany & Justin Zollman
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Other Contributions OTHER CONTRIBUTIONS Adminstrative gifts and in-kind services support the foundation’s administration. These contributions allow Heritage Fund to expend more of its permanent endowment income on grants and programs serving the community.
IN-KIND GIFTS ADMINSTRATIVE GIFTS Administrative Gifts In-Kind Gifts Aileen Marshall Graham Irwin Union Bank Lilly Endowment Inc. Helen H. Rowell Trust
Baker & Daniels Blue & Co. LLC Engledow Group Forster Electrical Services Kenny’s Locksmith Pentzer Printing, Inc. Peter’s Plumbing and Heating The Republic David Tiede
Continuing Our Heritage Endowment Fund FUND CONTINUING OUR HERITAGE ENDOWMENT An administrative endowment fund was established in 2006 by Heritage Fund’s Board of Directors. Gifts to this fund ensure that the foundation will continue to provide service to the community forever. INAUGURAL Inaugural The following donors made gifts to the fund during its inaugural period, January 1 through December 31, 2007. Dr. and Mrs. R. Todd Bergman Jim and Linda Behrman William and Loretta Burd The Daniel Family Ruth Davee John and Louise Dorenbusch Richard E. Harris, Sr.
Laura Hurt Swadesh and Sarla Kalsi Mickey and Jenny Kim Kirby Risk Corporation Mr. and Mrs. David Kirr Doug and Candy Leonard Lynne Maguire and Will Miller
Doug and Carolyn Otto Mr. and Mrs. Michael Ryan Nobuo Satoh Randy and Jill Scheidt Matt and Tracy Souza Sharon Risk Stark Suzanne Tannenbaum
Gifts of any size are welcome; gifts of $5,000 or more create a named fund.
Visionaries VISIONARIES
Leaders LEADERS
Stewards STEWARDS
Daniel Family in memory of Ann Daniel Mr. and Mrs. David Kirr Lynne Maguire and Will Miller Estate of Frances C. Olinger Mr. and Mrs. Michael Ryan
Nobuo Satoh
Dr. and Mrs. R. Todd Bergman John and Louise Dorenbusch Kirby Risk Corporation Randy and Jill Scheidt Sharon Risk Stark Suzanne Tannenbaum
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community
Literacy Festival Over 3,000 children and adults gathered on the Library Plaza on May 17th to celebrate the joy of reading. Many came dressed as a favorite story book character. Entertaining acts, more than 40 literacy game booths and door prizes provided an afternoon of exciting activities.
ABOVE: Literacy Game booths were hosted by area elementary schools and not-for-profit organizations. RIGHT: Children were excited to meet pirate Jack Sparrow. He recommended his favorite book – Treasure Island.
Grant Impact Advocates for Children (CASA) received funds for billboard advertising. The billboard made a profound impression. CASA received numerous calls from community members seeking information on how to make a difference in the lives of abused and neglected children.
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Welcoming Community China was the host country for the 2008 Ethnic Expo. A Welcoming Community grant enabled the Columbus Chinese Association to create a colorful and dramatic float which led the parade. Watch for the float again this year!
TAG Twenty grants ranging from $600 to $3,000 were awarded from the Technical Assistance Grant Program. Grants were awarded for Capacity Building and Welcoming Community projects to a cross-section of agencies in Bartholomew County.
Community Disaster Relief Fund Organizations and individuals from near and far provided support for survivors of the June 2008 flood. Flood Aid ‘08 was organized by the Columbus Indiana Philharmonic, Columbus Area Arts Council, kidscommons and ABC Stewart School, raising over $10,000 for Heritage Fund’s Community Disaster Relief Fund. LEFT: Community residents enjoying the music during Flood Aid ’08.
Unrestricted Endowment Funds UNRESTRICTED ENDOWMENT FUNDS Unrestricted funds provide flexibility to respond to the broad and changing needs in the community, now and in the future. Income from these commingled funds is granted to not-for-profit organizations to address quality of life issues in Bartholomew County. Gifts of any size are welcome; gifts of $5,000 or more create a named unrestricted fund. Dr. and Mrs. David L. Adler Fund Eugene and Rosemary Anderson Fund Anonymous (1) Anonymous, in Honor of J. Irwin Miller Fund Arvin Fund Mr. and Mrs. James K. Baker Fund Thomas C. and Carol Lynn Bigley Fund Mr. and Mrs. William C. Bobbs Fund Mr. and Mrs. C. Raymond Boll Fund Brands, Inc. Fund Betty L. Brand Fund Mr. and Mrs. W. Calvert Brand Fund Breeden Inc. Fund Mr. and Mrs. Rex E. Breeden Fund Jeff and Lynn Brown Family Fund Mr. and Mrs. Robert N. Brown Fund Robert N. Brown Fund* Dr. and Mrs. W. George Brueggemann Fund Mr. and Mrs. R. Benjamin Bush Fund William N. Carter Memorial Fund Columbus Bank and Trust Company Fund Ross G. and Pauline D. Crump Fund Custer Foundation Fund Dan and Robin Daniel Family Fund Mr. and Mrs. William K. Daniel Fund Elizabeth K. Deer and Randolph H. Deer Fund Randolph H. Deer Fund Ken and Phyllis DeLap Fund Mr. and Mrs. Marion C. Dietrich Fund William H. Donner Memorial Fund Mr. and Mrs. John F. Dorenbusch Fund Mr. and Mrs. George Doup Fund Mr. and Mrs. Perry Doup Fund Mr. and Mrs. Jerald B. Dunlap Fund Mr. Kenneth O. Dunn Fund Dr. and Mrs. Herman Echsner Fund Mr. and Mrs. Norman R. Edwards, in Memory of Leonard O. Edwards Fund John P. and Ann S. Ellis Fund* Lewis N. and Lorene G. Essex Fund Mr. and Mrs. Phillip R. Essex Fund L. K. and Margaret A. Evans Fund* First National Bank of Columbus Fund David L. and Janice J. Fisher Fund Donald V. Force Memorial Fund Dr. and Mrs. R. E. Fortner Fund Aileen Marshall Graham Fund
Mr. and Mrs. Robert A. Grant, in Memory of Mabel P. Grant Fund A. W. and Lucile Habermeyer Fund Mr. and Mrs. John T. Hackett Fund Mr. and Mrs. Robert W. Haddad Fund Mr. Clarence O. Hamilton Fund Mr. and Mrs. William S. Hamilton Fund Mr. and Mrs. Waldo M. Harrison Fund Don and Dody Harvey Fund Thomas W. and Judith M. Head Fund Mr. and Mrs. James A. Henderson Fund Barbara and Thomas Hennig Fund Dr. Alvin and Lucy Henry Fund Mr. and Mrs. Thomas J. Hinshaw Fund Mr. and Mrs. Robert E. Hoffmeister Fund Robert E. Hoffmeister Memorial Fund Barbara and Herbert Hoover Fund Bill and Nancy Hunt Fund Irwin Union Bank and Trust Company Fund Joseph C. and Marilyn M. Jerman Fund Johnson Family Fund Mr. and Mrs. Richard L. Johnson Fund Mr. and Mrs. David Jones Fund Mr. and Mrs. Harold V. Jones, Jr. Fund Mr. and Mrs. D. W. Jurgemeyer Fund John and Nan Keach Fund Mrs. Lucille L. Keller Fund Carl H. and Charlotte L. Kiel Fund Mr. and Mrs. Arthur D. King Fund Harry and Jane Kinney Fund David M. and Barbara A. Kirr Fund Kroot Corporation Fund Dr. and Mrs. Peter H. Leonard Fund John and Mindy Lewis Family Fund Howard W. and Carolyn A. Lickerman Fund Lilly Endowment Fund Joe and Deborah Loughrey Fund Mr. and Mrs. Robert W. Mahan Fund Terry B. and Constance L. Marbach Fund Estate of John C. Marshall Fund John C. and Aileen N. Marshall Fund Elaine and Ted Marston Fund Dick and Donnette McGee Fund Meshberger Family Memorial Fund Martha L. Middelton Fund Will Miller and Lynne Maguire Fund Dr. and Mrs. Donald C. Moore Fund
Anthony Moravec Family Fund Julia Morris Memorial Fund The Namaste Foundation, Inc. Mr. and Mrs. John A. Nash Fund Ralph and Anne E. Newman Fund Marjorie W. Newton Philanthropic Fund F. M. Overstreet Memorial Fund Virgil and Vangie Parker Fund Pawny Foundation Fund Fred and Karen Reams Fund Dr. and Mrs. Robert G. Reed Fund Mrs. Mildred A. Reeves Fund Reliance Electric Company Fund Mr. and Mrs. Willis A. Repp Fund The Republic Fund Adrienne E. Savage Fund* Mr. and Mrs. Henry B. Schacht Fund Albert H. Schumaker Fund Hutch Schumaker Family Fund Mr. and Mrs. William D. Schwab Fund Mr. and Mrs. James E. Shipp Fund SIHO Fund Albert D. Silva Memorial Fund Smith and Syberg, Inc. Fund Mr. and Mrs. Richard L. Snider Fund Mr. and Mrs. W. Patrick Snyder Fund Solso Family Fund Mr. and Mrs. John S. Spangler Fund Mr. and Mrs. Norbert L. Sprouse Fund Sharon Risk Stark Fund Margaret J. Stevenson Fund* Meriam P. Stonecipher Fund Mr. and Mrs. Richard B. Stoner Fund Gregg and Judy Summerville Fund Mr. and Mrs. Frank E. Suverkrup Fund In Honor of Ella and Franklin Swain Fund Mr. and Mrs. Franklin Swain Fund E. Don and Joyce Tull Fund Larry I. and Nancy E. Van Epps Fund* Dr. and Mrs. Daly Walker Fund Mr. and Mrs. Michael H. Walsh Fund Charles H. and Rosanne N. Watson Fund John and Geneva Wickens Fund
* Denotes deferred gift that will benefit grant recipients at a future date.
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Designated Funds DESIGNATED FUNDS $15,000 to create a fund. Donors designate specific non-profit institutions to receive grants. Bob and Charlotte Aldenhagen Fund
Eugene and Marilyn Glick Fund
Bartholomew County Library Associates Hooten Family Memorial Endowment Fund
Edythe and Max Gosnell Memorial Fund
Bartholomew County Veterans Memorial Foundation Endowed Fund Sue A. Barton Lincoln Elementary School First Grade Memorial Fund Marjorie and Orphie Bridges Philanthropic Fund Kyle Carothers Hunt of a Lifetime Memorial Fund Center for Teaching and Learning Fund Leon Cline Family Fund
Eugene M. Gurthet and Mary Jane Gurthet Endowment Fund* William and Sally Hanley Excellence in Teaching Award Fund L. Edward John and Mary Jean John Endowment Fund* Donald W. Jurgemeyer Endowment Fund Mr. and Mrs. Arthur J. Kroot Fund* Edgar and DeLora L. Lauther Endowment Fund
Community Education Coalition Fund
Dr. and Mrs. William R. Laws, Jr., Philanthropic Fund
Columbus Emergency Physicians, Inc. Fund
Robert J. Marshall Memorial Fund
Continuing Our Heritage Administrative Endowment Fund
Martha L. Middleton Endowment Fund*
Forest D. and Marsha N. Daugherty Fund* Marion C. and Katherine Lowry Dietrich Endowment Fund* Family School Partners Endowment Fund
Olive Murphy Memorial Hospice Fund W. Gladys Pitt Endowment Fund* Reams Family Award for Excellence in Teaching
Fodrea Instrumental Music Endowment Fund
Reeves Bartholomew County Historical Society Endowment Fund
Raymond and Jane Frede Columbus Signature Academy Fund
Reeves Columbus Youth Camp Endowment Fund
DONOR ADVISED FUNDS Donor Advised Funds
Reeves First Presbyterian Church Foundation Endowment Fund Mr. and Mrs. Robert F. Reeves Fund Charles Taylor and Theresa Ann Ross Fund Stadler Family Fund Tiede Salvation Army Fund Mike and Phyllis Ryan Education Fund Judy Huehl Scholtz Memorial Fund William and Lisa C. Schultz Fund Simmons School Fund Sullivan Borcherding Art Fund Gregg and Judy Summerville Fund A. Dean and Martha E. Taylor Fund Larry I. and Nancy E. VanEpps Endowment Fund* In Honor of R. W. Witte and Helen M. Witte and Earl V. and Rosalyn R. Hess Fund R. Kent Witte, Attorney PC, and Stacy Ford Walters in Memory of Shannon Ford Fund Women Helping Women Endowment Fund
“ There are two ways of spreading light: to be the candle or the mirror that reflects it.”
$15,000 to create a fund. Donors recommend non-profit institutions to receive grants. Nancy Blough Blackwell Memorial Fund
Pia O’Connor Philanthropic Fund
Jeff and Lynn Brown Fund
Robert and Mary Orben Fund
Robert N. Brown Fund
Joan and Howard Pearcy Fund
Sarah E. Carter Fund in Memory of William N. Carter
Carmen and Eric Retrum Family Fund
Coca-Cola Bottling of Columbus Endowment Fund Conover Stroud Family Fund A. John Friend Memorial Fund Lyndsey, Jan and Dave Gray Fund Haddad Endowment Fund Don and Dody Harvey Philanthropic Fund David M. and Barbara A. Kirr Fund Lacey Family Fund In Honor of Mr. and Mrs. W. Carr Lentz and Mr. and Mrs. Forrest R. Marr Fund McGuire Fund for Spinal Cord Injury
Salin Family Fund Sharon Risk Stark Fund Stevens Family Fund Summerville Family Fund Tannenbaum Family Charitable Fund Weber Family Fund* Willet Family Fund Woods & Grooms Endowed Fund * Denotes deferred gift that will benefit grant recipients at a future date.
– Edith Wharton
Endowment Fund
Glanton-Perry-Meek Memorial Fund
James M. Perry Memorial Fund in Agriculture
Bartholomew Reads Endowment Fund
Mrs. Aileen Marshall Graham Children and Youth Fund
Mildred A. Reeves Early Education Fund
Borcherding Visual Arts Fund Columbus High School Class of ’57 Endowment Fund
Hawcreek-Flat Rock Area Endowment Fund
Schicke Children and Youth Fund
Hope Fund for Spinal Cord Injury
SCHOLARSHIP FUNDS Scholarship Funds $15,000 to create a fund. Scholarship funds provide educational grants with specific criteria. Analytical Engineering, Inc. (AEI ) Scholarship Fund
Andy Critzer Memorial Scholarship Fund
Julie M. McKinney Memorial Scholarship Fund
Paul Arnett Memorial Scholarship Fund
J. Albert Finkel and Irma Jane Finkel Scholarship Fund
Duane Barrows Scholarship Fund
Foundation for the Future Scholarship Fund
Bartholomew/Brown County Medical Society Scholarship Fund
Dr. Cleve James Francoeur, Jr. Memorial Scholarship Fund
Bartholomew County REMC Scholarship Fund
Goldie Gibson Memorial Scholarship
One Step at a Time Scholarship Fund
J. Howard Beam Memorial Scholarship Fund
Louis A. and Kathy M. Giovanini Scholarship Fund
Bob and Marcy Oswald Engineering Scholarship Fund
Myron Glick Memorial Scholarship Fund
Andrew Parker Memorial Scholarship Fund
Becky S. Green Memorial Scholarship Fund
Dr. and Mrs. Edward L. Probst Medical School Scholarship Fund
Keith Bean Medical Scholarship Fund Mary E. Behler Memorial Scholarship Fund Behrman “Big Dog” Award Fund Todd and Julie Bergman Scholarship Fund Brown Music Scholarship Fund Frank Burbrink Memorial 4H Scholarship Fund
Madge and Waldo Harrison Scholarship Fund Bill and Jody Harter Scholarship Fund Hasch Family Memorial Scholarship Fund * Mary Ann Heise Memorial Scholarship Fund
Dr. Glenn E. Callaway Dental Scholarship Fund
Harold H. Heminger Graduate School Scholarship Fund
Abigail Carson Memorial Scholarship Fund
Heritage Fund Memorial Scholarship Fund
Lucien J. and Maryann M. Chadwick and Sam and Edith Shanks Memorial Scholarship Fund
Earl E. and Mildred L. Bless Hudson Scholarship for Education
Class of 1948 Scholarship Fund to Further the Teaching Profession in the Name of Alta Redmond
Marvin Johnson Scholarship Fund
Karen Ann Coffman Memorial Nursing Scholarship Fund Columbus Business and Professional Women Scholarship Fund Columbus Herb Society Scholarship Fund Columbus Rotary Scholarship Fund in Honor of Judson Erne
Jones Sisters Fund Lacey Family Scholarship Fund S. Edgar Lauther and DeLora L. Lauther Memorial Scholarship Fund The Reverend Dr. William R. Laws Memorial Scholarship Fund Corilla B. Lentz Scholarship Fund LHP Scholarship Fund
Columbus Youth Hockey/Bryan Ritz Memorial Fund
Doug Leonard Healthcare Occupations Scholarship Fund
Charles M. and Frances W. Condit Nursing Education Scholarship Fund
The Bob Marshall-Bob Gordon Scholarship for Print Journalism Fund
Mildred and Homer Crank Scholarship Fund
Mayor’s Government Scholarship Fund
John McLachlan Soccer Scholarship Fund Dana Barton Merter Memorial Tennis Scholarship Fund Anthony Moravec Scholarship Fund
Kirby and Caroline Risk Scholarship Fund Michael R. Rogers Memorial Scholarship Fund Marguerite Burns Rust Scholarship Fund Marguerite Burns Rust Scholarship for Veterinary Studies Charles D. Shepherd Memorial Scholarship Fund Laura Showalter Memorial Music Scholarship Fund John R. Skobel, III Memorial Scholarship Fund Paul and Prudence Steinbarger Memorial Scholarship Fund Barbara W. Stewart Scholarship Fund Jennifer Strietelmeier Memorial Art Scholarship Fund Toyota Industrial Equipment Mfg., Inc. Scholarship Fund Helmut O. von Buchler and Hartmut K. von Buchler 4-H Memorial Scholarship Fund John and Geneva Wickens Scholarship Fund * Denotes deferred gift that will benefit grant recipients at a future date.
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Field Interest Funds FIELD OFOf INTEREST FUNDS $15,000 to create a fund. Donors select charitable interest areas to receive grants. 1958 Class of Columbus High School Endowment Fund Bartholomew County Bar Association Endowment Fund Bartholomew Reads Endowment Fund Borcherding Visual Arts Fund Columbus High School Class of ’57 Endowment Fund
Friends of the Children Fund Mrs. Carol Ann Boyer Carvin Diabetic Memorial Fund
Donald W. and Catherine G. Jurgemeyer Endowment Fund* Benjamin R. (Mickey) King Endowed Fund
Glanton-Perry-Meek Memorial Fund
James M. Perry Memorial Fund in Agriculture
Mrs. Aileen Marshall Graham Children and Youth Fund
Mildred A. Reeves Early Education Fund
Hawcreek-Flat Rock Area Endowment Fund
Schicke Children and Youth Fund
Hope Fund for Spinal Cord Injury
SCHOLARSHIP FUNDS
Agency Designated AGENCY DESIGNATED FUNDSFunds
$15,000 to create a fund. Scholarship funds provide educational grants with specific criteria. Analytical Engineering, Inc. (AEI ) Scholarship
Andy Critzer Memorial Scholarship Fund
Julie M. McKinney Memorial Scholarship
Scholarship Fund Barbara Stewart Education Fund Foundation forArts the Future Scholarship Fund Columbus Indiana Philharmonic Fund Dr. Cleve James Francoeur, Jr. Memorial
John McLachlan Soccer Scholarship Fund Hope Food Bank Memorial Fund DanaArea Barton Merter Tennis Scholarship FundCentral Indiana, Inc. Fund Hospice of South
Scholarship Fund of Art and Design Fund Columbus Museum
Anthony Moravec Scholarship Fund kidscommons Children’s Museum Fund
Goldie Gibson Memorial Scholarship Columbus Park Foundation Endowment Fund
One Step at a TimeFund Scholarship Fund Kiwanis Scholarship
Louis A. and KathyHospital/Cancer M. Giovanini Scholarship Columbus Regional Center Fund Fund
Bob and Marcy Ladies Bible ClassOswald Fund Engineering Scholarship Fund Leadership Bartholomew County Fund Andrew Parker Memorial Scholarship Fund Quinco Mental Health Fund Dr. and Mrs. Edward L. Probst Medical School Sans Souci, Inc. Fund Scholarship Fund
Fund $15,000 to create a fund. Funds establishedJ. Albert by anFinkel organization or by a donor for theFund benefit of an organization. and Irma Jane Finkel Paul Arnett Memorial Scholarship Fund 211/First Call for Help Endowment Duane Barrows Scholarship Fund Fund Agri IInstitute Endowment FundMedical Society Bartholomew/Brown County
Scholarship FundAir Museum Endowment Atterbury-Bakalar Fund* Bartholomew County REMC Scholarship Fund Bartholomew Consolidated Foundation J. Howard Beam MemorialSchool Scholarship Fund Fund Keith Bean Medical Scholarship Fund Bartholomew County Genealogical Society Mary E. Behler Endowment FundMemorial Scholarship Fund Behrman “Big Dog” Historical Award Fund Bartholomew County Society Endowment Fund Todd and Julie Bergman Scholarship Fund Bartholomew County Public Library Fund Brown Music Scholarship Fund Big Brothers Big Sisters Endowment Fund Frank Burbrink Memorial 4H Scholarship Fund Pentecostal Church Fund Calvary Dr. GlennAdult E. Callaway Dental Scholarship Columbus Day Care Center/Just Friends Fund Fund Abigail Carson Memorial Fund Columbus Area Arts CouncilScholarship Endowment Fund Lucien J. Area and Maryann M. Chadwick and Sam Columbus Arts Council - Robert and and Edith Shanks Memorial Scholarship Fund Class of 1948 Scholarship Fund to Further the Teaching Profession in the Name of Alta Redmond Karen Ann Coffman Memorial Nursing Scholarship Fund Columbus Business and Professional Women Scholarship Fund Columbus Herb Society Scholarship Fund Columbus Rotary Scholarship Fund in Honor of Judson Erne
Myron Glick Memorial Scholarship Fund Columbus Regional Hospital Foundation Fund Becky S. Green Memorial Scholarship Columbus Symphony Orchestra Fund Fund Madge and Waldo Harrison Scholarship Fund Developmental Services, Inc. Endowment Fund Bill and Jody Harter Scholarship Fund Ecumenical Assembly of Bartholomew County Hasch Family Memorial Scholarship Fund * Churches - Love Chapel Fund Mary Ann Heise Memorial Scholarship Fund Family Self-Sufficiency Endowment Fund Harold H. Heminger Graduate School Family Service Endowment Fund Scholarship Fund Foundation for Youth Fund Heritage Fund Memorial Scholarship Fund Foundation for Youth/Youth Camp Fund Earl E. and Mildred L. Bless Hudson Scholarship for Education Marvin Johnson Scholarship Fund Jones Sisters Fund Lacey Family Scholarship Fund S. Edgar Lauther and DeLora L. Lauther Memorial Scholarship Fund The Reverend Dr. William R. Laws Memorial Scholarship Fund Corilla B. Lentz Scholarship Fund LHP Scholarship Fund
Columbus Youth Hockey/Bryan Ritz Memorial Fund
Doug Leonard Healthcare Occupations Scholarship Fund
Charles M. and Frances W. Condit Nursing Education Scholarship Fund
The Bob Marshall-Bob Gordon Scholarship for Print Journalism Fund
Mildred and Homer Crank Scholarship Fund
Mayor’s Government Scholarship Fund
Senior Services of Bartholomew Kirby Center and Caroline Risk Scholarship Fund County, Inc. Fund Michael R. Rogers Memorial Scholarship Fund Turning Point Fund Marguerite Burns Rust Scholarship Fund United Way of Bartholomew County Fund Marguerite Burns Rust Scholarship for Veterinary Studies * Denotes deferred gift that will benefit Charles D. Shepherd Memorial Scholarship grant recipients at a future date.
Fund
Laura Showalter Memorial Music Scholarship Fund John R. Skobel, III Memorial Scholarship Fund Paul and Prudence Steinbarger Memorial Scholarship Fund Barbara W. Stewart Scholarship Fund Jennifer Strietelmeier Memorial Art Scholarship Fund Toyota Industrial Equipment Mfg., Inc. Scholarship Fund Helmut O. von Buchler and Hartmut K. von Buchler 4-H Memorial Scholarship Fund John and Geneva Wickens Scholarship Fund * Denotes deferred gift that will benefit grant recipients at a future date.
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Non-Endowed Funds CUSTODIAL/PASS-THROUGH / Custodial / Pass-Through Funds NON-ENDOWED FUNDS/ FUNDS Philanthropic Funds Arvin Gift Fund
Columbus Park Foundation - Anonymous Fund
Bartholomew County Historical Society Capital Fund
Community Disaster Relief Fund
Bartholomew County Veterans Memorial Custodial Fund Coca-Cola Bottling of Columbus Charitable Fund
Developmental Services, Inc. Fund Elwood Staffing Philanthropic Fund Family Self-Sufficiency Custodial Fund Haddad Charitable Fund
Columbus Area Arts Council Custodial Fund
Johnson Family Charitable Fund
Columbus Park Foundation Fund
Lilly Endowment CAPE Custodial Fund
Lilly Endowment Community Scholarship Program Rick and Sharon Pease Fund Psi Iota Xi/Grace Turner Fund Senior Center Services of Bartholomew County, Inc. Fund Woods & Grooms Fund
Columbus Park Foundation - Jolie Crider Memorial Fund Columbus Park Foundation - Mill Race Park Fund
ACORNFunds FUNDS Acorn $2,000 to create the fund. Balance to reach $15,000 within three years. Clif Blake Memorial Scholarship Fund Abigail Brinkman Memorial Scholarship Fund
CAPITAL Funds FUNDS Capital Grants are made from these funds for major capital projects in Bartholomew County. A Cause in Common Building Our Community Fund The Cummins Foundation Fund Mr. and Mrs. Peter B. Hamilton Fund Mr. and Mrs. James A. Henderson Fund Mr. and Mrs. J. Irwin Miller Philanthropic Fund Henry B. and Nancy Schacht Fund Tim and Denny Solso Fund Mrs. Clementine M. Tangeman Fund
Project PROJECTFunds FUNDS Funds established by Heritage Fund to assist with community projects. Crump Theatre Fund
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New Funds The following funds were established during 2008. A Cause in Common
Community Disaster Relief Fund
A pass through capital fund established by the Heritage Fund Board of Directors to receive gifts for the community campaign to build the new Commons.
A pass through fund established by the Heritage Fund Board of Directors to receive gifts for long term flood recovery following the flood of June 2008.
Frank Burbrink Memorial 4-H Scholarship Fund
EcO15 Endowment Fund
A designated scholarship fund established in memory of Frank Burbrink by his parents Greg and Bonnie Burbrink, family and friends to celebrate and honor Frank’s love of 4-H and the Bartholomew County fair. Frank was a 9-year member of the Bartholomew County 4-H program and held various Leadership positions on the 4-H and Fair Boards until his death, from a car accident, in 2007.
A field of interest fund established by the Heritage Fund Board of Directors to support the ongoing work of EcO15.
needs
Love Chapel Love Chapel received a $60,000 matching grant towards the purchase of 292 Center Street, across from its current building. With the help of numerous volunteers the building temporarily housed the Holiday Pantry. During 2008 Love Chapel provided food and financial assistance to individuals on more than 13,500 occasions, an increase of over 11% from the previous year.
ABOVE LEFT: The new Love Chapel Building RIGHT: Love Chapel volunteers cleaning the new building
Dictionary Project 2008 marked the fifth year of the Dictionary Project. Thanks to a collaboration with the Bartholomew Retired Teachers Association and the Center for Teaching and Learning more than 6,500 Bartholomew County third grade students have received personal dictionaries since the project’s inception.
LEFT: Retired teacher Georgianna Morrison explains to Schmitt students how to use The Best Dictionary Ever. RIGHT: It’s exciting to receive your own dictionary!
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Weinland House A grant from the Unrestricted Fund helped Quinco/ Centerstone establish a Club House in Bartholomew County. Membership in the Club House has had a profound impact on many mentally ill individuals. The members are experiencing a significant increase in self-confidence. Some have improved their job skills and found part-time employment.
Above: A Club House member working in the Kitchen RIGHT: A member working to improve her clerical skills.
Flood Relief Grants were awarded from the Community Disaster Relief Fund to support the Flood Recovery efforts of the following organizations:
Over $200,000 was raised through contributions from all across the country. American Red Cross Bartholomew Consolidated School Corporation Bartholomew County Long Term Recovery Organization Central Middle School Childhood Connections
Columbus Fellowship Club Columbus Regional Hospital Foundation Community Center of Hope Eastside Community Center Ecumenical Assembly/ Love Chapel
Family Self-Sufficiency Friends of the Children Lincoln-Central Neighborhood Family Center Northside Middle School Sans Souci, Inc.
2008 Grant Awards Civic Awards A Cause in Common - $246,382 to the Columbus Redevelopment Commission Anonymous Grants - $33,500 for civic purposes Arvin Gift Fund - $25,000 to the Columbus Indiana Architectural Archives Arvin Gift Fund - $250,000 to A Cause in Common Bartholomew County Genealogical Society Endowment Fund - $435 to the Bartholomew County Genealogical Society Jeff and Lynn Brown Fund - $2,000 to St. Peter’s Lutheran Church Calvary Pentecostal Church Endowment Fund - $275 to the Calvary Pentecostal Church Kyle Carothers Hunt of a Lifetime Memorial Fund - $950 to the National Wild Turkey Federation Columbus Park Foundation Fund - $5,496 to the Columbus Park Foundation Community Disaster Relief Fund - $5,000 to the American Red Cross Conover Stroud Family Fund - $2,000 to the Sandy Hook United Methodist Church Conover Stroud Family Fund - $500 to the Indiana Hooved Animal Humane Society ECO15 Pass-through Fund - $10,000 to the Heritage Fund Elwood Staffing Philanthropic Fund - $1,000 to the Fireman’s Cheer Fund Elwood Staffing Philanthropic Fund - $1,000 to the Salvation Army Elwood Staffing Philanthropic Fund - $1,000 to the Columbus Park Foundation Hawcreek-Flat Rock Endowment Fund - $800 to the Hartsville & Community Fire Department Hawcreek-Flat Rock Endowment Fund $1,310 to the Clifford Volunteer Fire Department Heritage Fund - Capital Fund - $2,225,000 to the Columbus Redevelopment Commission Heritage Fund – Pass-through Fund - $25 to the Bartholomew County Humane Society Heritage Fund – Pass-through Fund - $100 to the Columbus Indiana Dog Park Association Heritage Fund – Pass-through Fund - $25 to the Monroe County Humane Society Heritage Fund – Pass-through Fund - $3,000 to Utopia Wildlife Rehabilitators Heritage Fund – Pass-through Fund - $50 to Wayside United Methodist Church
Heritage Fund - Unrestricted Fund - $1,000 to A Cause in Common Heritage Fund - Unrestricted Fund - $5,000 to Atterbury Bakalar Air Museum Heritage Fund - Unrestricted Fund - $10,000 to the Bartholomew County Conservation Council Heritage Fund - Unrestricted Fund - $11,500 to the Columbus Area Chamber Foundation Heritage Fund - Unrestricted Fund - $10,000 to Columbus Area Multi-Ethnic Organization (CAMEO) Heritage Fund - Unrestricted Fund - $1,700 to the Columbus Chinese Association Heritage Fund - Unrestricted Fund - $10,000 to the Columbus Indiana Architectural Archives Heritage Fund - Unrestricted Fund - $2,500 to the Columbus Park Foundation Heritage Fund - Unrestricted Fund $1,120,000 to the Columbus Redevelopment Commission Heritage Fund - Unrestricted Fund - $2,990 to the Columbus Regional Hospital Heritage Fund - Unrestricted Fund - $10,000 to Heritage of Hope Heritage Fund - Unrestricted Fund - $3,000 to Housing Partnerships Heritage Fund - Unrestricted Fund - $2,000 to the Inclusive Community Coalition Heritage Fund - Unrestricted Fund - $1,700 to the Indian Association of Columbus Heritage Fund - Unrestricted Fund - $10,000 to Senior Center Services Donald W. Jurgemeyer Endowment Fund $2,660 to the ACTEC Foundation Donald W. Jurgemeyer Endowment Fund $2,660 to the Asbury United Methodist Church Trustees Donald W. Jurgemeyer Endowment Fund $2,660 to the Indiana Bar Foundation kidscommons Children’s Museum Fund $16,000 to kidscommons Edgar & DeLora L. Lauther Endowment Fund $25,755 to Heritage Fund Leadership Bartholomew County Fund - $700 to Leadership Bartholomew County Robert J. Marshall Memorial Philanthropic Fund - $2,555 to Heritage Fund Robert A. and Mary F. Orben Fund - $4,700 to First Presbyterian Church Joan and Howard Pearcy Fund - $755 to the Community Disaster Relief Fund
Rick and Sharon Pease Fund - $14,150 to the Christian & Missionary Alliance Rick and Sharon Pease Fund - $7,500 to Ravi Zacharias International Ministries Pia O’Connor Philanthropic Fund - $175 to the Community Disaster Relief Fund Reeves First Presbyterian Church Foundation Fund - $29,685 to the First Presbyterian Church Foundation Henry B. and Nancy Schacht Fund - $257,701 to A Cause in Common Sharon Risk Stark Donor Advised Fund - $100 to First Presbyterian Church Stevens Family Fund - $3,000 to the Columbus Park Foundation Tannenbaum Family Charitable Fund - $2,270 to kidscommons Tiede Salvation Army Fund - $1,400 to the Salvation Army Woods & Grooms Endowment Fund - $2,000 to the Bartholomew County Humane Society Woods & Grooms Endowment Fund - $3,835 to the American Red Cross
Cultural Awards Anonymous Grants - $19,350 for cultural purposes Bartholomew County Historical Society Endowment Fund - $3,505 to the Bartholomew County Historical Society Bartholomew County Public Library Fund $1,205 to the Bartholomew County Public Library Bartholomew County Library Associates Fund - $1,995 to the Bartholomew County Library Associates Borcherding Visual Arts Fund - $755 to the Columbus Area Arts Council Columbus Area Arts Council Endowment Fund - $415 to the Columbus Area Arts Council Columbus Area Arts Council Robert & Barbara Stewart Arts Education Fund - $6,385 to the Columbus Area Arts Council Columbus Indiana Philharmonic Endowment Fund - $71,590 to the Columbus Indiana Philharmonic Fodrea Instrumental Music Endowment Fund $6,060 to the Columbus Indiana Philharmonic Aileen Marshall Graham Children & Youth Endowment Fund - $1,000 to the Mill Race Players
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2008 Grant Awards Hawcreek-Flat Rock Endowment Fund - $460 to the Yellow Trail Museum Hawcreek-Flat Rock Endowment Fund - $250 to the Art Guild of Hope Heritage Fund - Unrestricted Fund - $5,000 to the Columbus Area Arts Council Heritage Fund - Unrestricted Fund - $12,500 to the Columbus Indiana Philharmonic Mr. & Mrs. Robert F. Reeves Philanthropic Fund - $730 to the Bartholomew County Historical Society Reeves Bartholomew County Historical Society Fund - $205,000 to the Bartholomew County Historical Society Charles Taylor & Theresa Ann Ross Fund $340 to the Bartholomew County Historical Society Summerville Family Fund - $450 to the Columbus Indiana Philharmonic Dean & Martha E. Taylor Fund - $2,995 to the Bartholomew County Historical Society
Educational Awards ABC Stewart Endowment Fund - $1,600 to ABC Stewart School Anonymous Grants - $2,200 for Educational purposes Arvin Gift Fund - $225,000 to the Indiana University Foundation/IUPUC Arvin Gift Fund - $100,000 to the Community Disaster Relief Fund Bartholomew Consolidated School Foundation Fund - $375 to the Bartholomew Consolidated School Foundation Bartholomew Reads Endowment Fund - $860 to the Bartholomew County Literacy Task Force Sue A. Barton Lincoln Elementary School 1st Grade Memorial Fund - $390 to Lincoln Elementary School Marjorie & Orphie Bridges Philanthropic Fund - $770 to the Ivy-Tech Foundation Lilly Endowment CAPE Custodial Fund $309,400 to the Community Education Coalition Center for Teaching and Learning Endowment Fund - $59,200 to the Community Education Coalition Leon Cline Family Fund - $745 to the Jefferson Education Center for Alternative Education Community Education Coalition Endowment Fund - $59,200 to the Community Education Coalition
Community Disaster Relief Fund - $3,660 to Central Middle School Community Disaster Relief Fund - $57,787 to the Bartholomew Consolidated School Corporation ECO15 Pass Through Fund - $90,000 to the Community Education Coalition ECO15 Pass Through Fund - $487,700 to the Community Foundation of Madison & Jefferson County, Inc. ECO15 Pass Through Fund - $86,449 to the Community Foundation of Switzerland County ECO15 Pass Through Fund - $316,534 to the Decatur County Community Foundation, Inc. ECO15 Pass Through Fund - $217,485 to the Franklin County Community Foundation ECO15 Pass Through Fund - $103,825 to the Ivy Tech Foundation ECO15 Pass Through Fund - $385,000 to the Jennings County Community Foundation ECO15 Pass Through Fund - $535,342 to the Ohio County Community Foundation ECO15 Pass Through Fund - $431,000 to the Ripley County Community Foundation ECO15 Pass Through Fund - $594,452 to the Community Foundation of Jackson County Elwood Staffing Philanthropic Fund - $3,000 to the Bartholomew County Literacy Task Force Elwood Staffing Philanthropic Fund - $1,500 to Family School Partners Family School Partners Designated Endowment Fund - $495 to Family School Partners Edythe & Max Gosnell Memorial Fund - $365 to the Ivy-Tech Foundation Bill and Sally Hanley Excellence in Teaching Award Fund - $1,000 each to Sarah Dunlap, Angie Ginder and Rebecca Monroe Don and Dody Harvey Philanthropic Fund $720 to FUNdamental Phonics Hawcreek-Flat Rock Endowment Fund - $300 to Dollars for Scholars -Hauser Community Scholarship Fund Hawcreek-Flat Rock Endowment Fund $2,025 to the Flat Rock-Hawcreek School Corporation Hawcreek-Flat Rock Endowment Fund $1,500 to Hauser Junior-Senior High School Heritage Fund - Unrestricted Fund - $500 to Bartholomew Consolidated School Corporation
Heritage Fund - Unrestricted Fund - $250 to the Bartholomew County Literacy Task Force Heritage Fund - Unrestricted Fund - $2,091 to The Dictionary Project Heritage Fund - Unrestricted Fund - $4,000 to Foundation for Youth Heritage Fund - Unrestricted Fund - $1,500 to IUPUC Heritage Fund – Pass-through Fund - $600 to Ivy-Tech Foundation Kiwanis Scholarship Fund - $345 to the Kiwanis Scholarship Fund Dr. & Mrs. William R. Laws, Jr. Philanthropic Fund - $1,085 to The Reverend Dr. William R. Laws Memorial Scholarship Fund Reams Family Award for Excellence in Teaching - $4,000 each to Whitney Vandercar, Abby Perdok and Mary Arnholt Mildred A. Reeves Early Education Fund $17,095 to the Bartholomew Consolidated School Corporation Mildred A. Reeves Early Education Fund $1,000 to the Bartholomew County Literacy Task Force Mildred A. Reeves Early Education Fund $1,000 to Lincoln Elementary School Robert N. Brown Fund - $2,000 to Purdue University College of Technology at Columbus Mike & Phyllis Ryan Education Fund - $375 to the Bartholomew Consolidated School Foundation Schicke Children and Youth Fund - $1,000 to Family School Partners Schicke Children and Youth Fund - $650 to L. C. Schmitt Elementary School Judy Huehl Scholtz Memorial Fund - $1,030 to Family School Partners In Honor of R.W. Witte & Helen M. Witte and Earl V. & Rosalyn R. Hess Fund - $710 to the Bartholomew Consolidated School Foundation R. Kent Witte, Attorney PC & Stacy Ford Walters in Memory of Shannon Ford Fund $390 to the Ivy-Tech Foundation
Health Awards Anonymous Grants - $201,000 for health purposes Carol Ann Boyer Carvin Diabetic Memorial Fund - $1,320 to the Diabetes Youth Foundation of Indiana
2008 Grant Awards Columbus Emergency Physicians, Inc. Fund - $345 to the Columbus Regional Hospital Foundation Columbus Regional Hospital/Cancer Center Fund - $3,790 to the Columbus Regional Hospital Foundation Cancer Center Fund Columbus Regional Hospital Foundation Fund - $345 to the Columbus Regional Hospital Foundation Community Disaster Relief Fund - $2,000 to the Columbus Regional Hospital Foundation Elwood Staffing Philanthropic Fund - $1,000 to the Pregnancy Care Center of Columbus Heritage Fund – Pass-through Fund - $25 to the Alzheimers Association Heritage Fund – Pass-through Fund - $75 to the Pancreatic Cancer Action Network Heritage Fund - Unrestricted Fund - $1,000 to the Columbus Regional Hospital Foundation Hospice of South Central Indiana, Inc. Fund $380 to Hospice of South Central Indiana Johnson Family Charitable Fund - $4,986 to the Columbus Regional Hospital Foundation Edgar & DeLora L. Lauther Endowment Fund $17,170 to Volunteers in Medicine In Honor of Mr. & Mrs. Carr Lentz and Mr. & Mrs. Forrest R. Marr Fund - $360 to the Easter Seal Society McGuire Fund for Spinal Cord Injury - $1,715 to the Christopher Reeve Foundation Olive Murphy Memorial Hospice Fund - $68,155 to Hospice of South Central Indiana Robert N. Brown Fund - $5,000 to the Columbus Regional Hospital Foundation William F. and Lisa C. Schultz Fund - $330 to the Columbus Regional Hospital Foundation Summerville Family Fund - $330 to the Columbus Regional Hospital Foundation Volunteers In Medicine Fund - $613 to Volunteers in Medicine Woods & Grooms Endowment Fund - $5,000 to the Octoberwoman Foundation
Social Services Awards Bob and Charlotte Aldenhagen Fund - $3,415 to Family Self Sufficiency Anonymous Grants - $11,150 for social service purposes Big Brothers Big Sisters Endowment Fund $2,715 to Big Brothers-Big Sisters Nancy Blough Blackwell Memorial Fund $500 to Human Services
Nancy Blough Blackwell Memorial Fund $500 to Turning Point Domestic Violence Services
Aileen Marshall Graham Children & Youth Endowment Fund - $3,000 to Foundation for Youth
Columbus Adult Daycare Endowment Fund $1,080 to Just Friends
Bill and Jody Harter Community Fund - $1,050 to Family Service of Bartholomew County, Inc
Community Disaster Relief Fund - $2,500 to Family Self Sufficiency Community Disaster Relief Fund - $15,000 the Bartholomew County Long Term Recovery Organization Community Disaster Relief Fund - $7,500 to Eastside Community Center Community Disaster Relief Fund - $5,000 to Lincoln-Central Neighborhood Family Center Community Disaster Relief Fund - $5,000 to Sans Souci, Inc. Community Disaster Relief Fund - $5,000 to the Community Center of Hope Community Disaster Relief Fund - $5,000 to the Ecumenical Assembly of Bartholomew County Churches/Love Chapel Community Disaster Relief Fund - $5,000 to Friends of The Children
Don and Dody Harvey Philanthropic Fund - $480 to Family Service of Bartholomew County, Inc Hawcreek-Flat Rock Endowment Fund - $594 to the Flat Rock-Hawcreek Parent Solutions Group Hawcreek-Flat Rock Endowment Fund $1,000 to the Community Center of Hope Hawcreek-Flat Rock Endowment Fund - $700 to the Hope Area Food Bank Heritage Fund – Pass-through Fund - $200 to Lincoln-Central Neighborhood Family Center Heritage Fund – Pass-through Fund - $24,000 to Senior Center Services Heritage Fund - Unrestricted Fund - $11,500 to Advocates for Children
Community Disaster Relief Fund - $4,200 to the Columbus Fellowship Club
Heritage Fund - Unrestricted Fund - $500 to BCHS Students Dance Marathon for Turning Point
Community Disaster Relief Fund - $200 to Childhood Connections
Heritage Fund - Unrestricted Fund - $2,000 to Childrens Inc.
Elwood Staffing Philanthropic Fund - $500 to Caring Parents
Heritage Fund - Unrestricted Fund - $3,000 to the Community Center of Hope
Elwood Staffing Philanthropic Fund - $1,000 to First Call for Help
Heritage Fund - Unrestricted Fund - $26,400 to the Council for Youth Development
Elwood Staffing Philanthropic Fund - $1,000 to Lincoln-Central Neighborhood Family Center
Heritage Fund - Unrestricted Fund - $40,000 to Eastside Community Center
Elwood Staffing Philanthropic Fund - $1,000 to the Ecumenical Assembly of Bartholomew County Churches/Love Chapel
Heritage Fund - Unrestricted Fund - 31,000 to Family Service of Bartholomew County, Inc Heritage Fund - Unrestricted Fund - $1,000 to First Call for Help
Elwood Staffing Philanthropic Fund - $1,000 to the Child Abuse Prevention Council
Heritage Fund - Unrestricted Fund - $10,834 to Human Services
Family Self-Sufficiency Endowment Fund $1,825 to Family Self Sufficiency
Heritage Fund - Unrestricted Fund - $500 to Indiana Youth Institute
Foundation for Youth Fund - $795 to Foundation for Youth
Heritage Fund - Unrestricted Fund - $38,425 to Lincoln-Central Neighborhood Family Center
Foundation for Youth/Youth Camp Fund $3,795 to Foundation for Youth Friends of the Children Fund - $1,000 to Friends of The Children Eugene & Marilyn Glick Foundation - $250 to Youth Hope, Inc. Aileen Marshall Graham Children & Youth Endowment Fund - $2,500 to the Child Abuse Prevention Council
Heritage Fund - Unrestricted Fund - $1,500 to Red Oak Industries Heritage Fund - Unrestricted Fund - $2,099 to Sans Souci, Inc. Heritage Fund - Unrestricted Fund - $23,000 to Senior Center Services Heritage Fund - Unrestricted Fund - $20,983 to Su Casa
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2008 Grant Awards Heritage Fund - Unrestricted Fund - $3,000 to the Latin American Association Heritage Fund - Unrestricted Fund - $135 to Su Casa/LOVE Heritage Fund - Unrestricted Fund - $1,500 to The Granny Connection Heritage Fund - Unrestricted Fund - $23,000 to Turning Point Domestic Violence Services Heritage Fund - Unrestricted Fund - $5,000 to the United Way of Bartholomew County Heritage Fund - Unrestricted Fund - $1,000 to the United Way of Delaware County Heritage Fund - Unrestricted Fund - $2,000 to the Volunteer Action Center Hope Area Food Bank Endowment Fund $1,350 to the Hope Area Food Bank Lacey Family Fund - $1,000 to Family Self Sufficiency Edgar & DeLora L. Lauther Endowment Fund $14,310 to Foundation for Youth Ecumenical Assembly of Bartholomew County Churches-Love Chapel Endowment Fund $315 to the Ecumenical Assembly of Bartholomew County Churches/Love Chapel Virgil & Vangie Parker Philanthropic Fund - $420 to the Ecumenical Assembly/Love Chapel Pia O’Connor Philanthropic Fund - $175 to Family Self Sufficiency Reeves Columbus Youth Camp Endowment Fund - $115,300 to Foundation for Youth Carmen and Eric Retrum Family Fund - $1,000 to the Ecumenical Assembly/Love Chapel Sans Souci, Inc. Fund - $945 to Sans Souci, Inc. Sharon Risk Stark Donor Advised Fund - $100 to Friends of the Homeless Summerville Family Fund - $450 to Just Friends Turning Point Endowment Fund - $2,045 to Turning Point Domestic Violence Services Willett Family Fund - $500 to Foundation for Youth Willett Family Fund - $450 to Just Friends
2008 Scholarship Recipients Analytical Engineering, Inc. Scholarship Austin Chen Eric Fischer Paul Arnett Memorial Scholarship Daylan Mueller Bartholomew/Brown County Medical Society Medical Education Scholarship Brandon Perry Bartholomew County REMC Scholarship Constance Crumbo Kathryn Meyer J. Howard Beam Memorial Scholarship Aaron Simmons Keith Bean Medical Scholarship Jennifer Yu Mary E. Behler Memorial Scholarship Elizabeth Verplank Behrman “Big Dog” Award David Luken Todd and Julie Bergman Scholarship Patrick Alyea Alicia Shaffer Clif Blake Memorial Scholarship Traci Edwards Abby Brinkman Scholarship Fund Erika Hefler Anna Newell Brown Awards for Vocal Excellence Kristen Wright Michael Padilla Mary Claire King Caleb Blackerby William Gehring Alex Rothbart Angela Owens Logan Pankratz Sarah Burr
Betty F. Brown Awards for Instrumental Excellence Elaine MacAslan Drew Wright Ryan Mann Max Rogers Mary Jeanette Andrews John MacAslan Christina Pletcher Kira Vogel Bailey Stulz Emily Wheeler
Charles M. and Frances W. Condit Nursing Education Scholarship Stephanie Santos Misty McCawley Constance Crumbo Rebecca Bean Emily Bonnell
Dr. Glenn E. Callaway Dental Scholarship Luciana Kano-Wilson Richard Nehring
Andy Critzer Memorial Scholarship Tyler Duncan
Abigail Carson Memorial Scholarship Abbie Rea Lucien J. and Maryann J. Chadwick and Sam and Edith Shanks Memorial Scholarship Katherine Logan Class of 1948 Scholarship Fund to Further the Teaching Profession in the Name of Alta Redmond Tiffany Snyder Karen Ann Coffman Memorial Nursing Scholarship Kirsten Shehan Columbus Business and Professional Women’s Scholarship Amber Deardorff Columbus Herb Society Scholarship Cameron Stone Columbus Rotary Scholarship in Honor of Judson S. Erne Amelia Gerometta Megan Watson
Homer and Mildred Crank Scholarship Brandi Tedder Cameron Stone Tyler Shaw
J. Albert Finkel and Irma Jane Finkel Scholarship Dalton Dodd Kevan Pence Foundation for the Future Scholarship Erika Baker Dr. Cleve James Francoeur, Jr. Memorial Scholarship Peter Morone Goldie Gibson Memorial Scholarship Hollie Wentworth Louis A. and Kathy M. Giovanini Scholarship Lindsey Moore Myron Glick Memorial Scholarship Samantha Sporleder Becky S. Green Memorial Scholarship Nathan Shevick Waldo M. and Madge C. Harrison Scholarship Martha Diaz-Perez Catana Robbins Bill and Jody Harter Scholarship Sarah Taylor Mary Ann Heise Memorial Scholarship Jessica Trosper
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2008 Scholarship Recipients Harold H. Heminger Graduate School Scholarship John Nay Earl E. & Mildred L. Bless Hudson Scholarship for Education Samantha Case
One Step at a Time Scholarship Tammy Laine Bob and Marcy Oswald Engineering Scholarship Ryan Mann
Helmut O. von Buchler and Hartmut K. von Buchler 4-H Memorial Scholarship Grace Kestler John and Geneva Wickens Scholarship Nick Long
Andrew Parker Memorial Scholarship Marlyssa Roark Dr. and Mrs. Edward L. Probst Medical School Scholarship Matthew Meyer
Heritage Fund Memorial Scholarship Jonathan Hilber
S. Edgar and Delora L. Lauther Memorial Scholarship Ethan Bradley Aaron Smith Mark Wohlford Lee Hagedorn Christopher Bean Rajani Ippili
Kirby and Caroline Risk Scholarship Christopher Pool
Corilla B. Lentz Scholarship Aaron Simmons
Heritage Fund Scholarships Brandi Tedder Nathan Shevick Nick Long Robert Inskeep Laura Caldie Taylor Hurt Christy Steinkamp
Marguerite Burns Rust Scholarship for Veterinary Studies Kelsey Hefner
Marvin Johnson Scholarship Ryan Borchers Jones Sisters Scholarship Elisabeth Shores
Doug Leonard Healthcare Occupations Scholarship Sheri Adams Bob Marshall - Bob Gordon Memorial Scholarship for Print Journalism Kailee Fouch Mayor’s Government Scholarship Matthew Showalter Julie M. McKinney Memorial Scholarship Ashley Brandsma John McLachlan Soccer Scholarship Darcy Shoaf Patrick Alyea Dana Barton Merter Memorial Tennis Scholarship Abishek Raja Anthony Moravec Scholarship Sheri Adams Robert Inskeep
Michael R. Rogers Memorial Scholarship Sydnie Garber Marguerite Burns Rust Scholarship Kaleigh Brown
Charles D. Shepherd Memorial Scholarship Kathryn Meyer Laura Showalter Memorial Scholarship Steven Georges John R. Skobel III Memorial Scholarship Stephen Arp Paul and Prudence Steinbarger Memorial Scholarship Laura Caldie Barbara W. Stewart Scholarship Mary Forster Jennifer Strietlemeier Memorial Scholarship Alison Kocur Toyota Industrial Equipment Mfg., Inc. Scholarship Marlyssa Roark
Lilly Endowment Community Scholarship Benjamin Daily Van Hoang
FINANCIALS Financials
request copies of its audits and 990s (and 990-Ts when appropriate); Heritage names Fund will of make available upon request copies of its audits and 990s (and 990-Ts when appropriate); names of nsible for investment oversight; and information on fees charged its investment (including managers and those responsible for investment oversight; and information on fees charged (including investment and administrative fees).
ES FOR STATEMENT OPERATIONS OF REVENUES Statement Of Revenues&&EXPENSES ExpensesFOR ForOPERATIONS Operations Year ended
$10.2
December 31, 2008
$2.4
2007
$10.2
Grants Invested In The Community $2.4
2007
2008
Total Assets
$63.9
$63.9
$46.5
2007
2008
$46.5
2008
2007
Support andREVENUE Revenue SUPPORT AND FOR OPERATIONS For Operations Contributions to Operating Fund Investment Income Administrative Fees
2008
SUPPORT AND REVENUE FOR OPERATIONS $42,839 ( $44,253 ) $905,843 $643,544
OPERATING EXPENSE Operating Expense Development and Publications Professional Fees Facilities and Equipment Supplies and Operations Administration Total Operating Expenses
$60,804 $90,935 $50,332 $48,677 $382,096 $632,884
TOTALAssets ASSETS Total
$46.5 M
(as reported on Audited Statements) www.heritagefundbc.org
Contributions to Operating Fund Investment Income Administrative Fees OPERATING EXPENSE Development and Publications Professional Fees Facilities and Equipment Supplies and Operations Administration Total Operating Expenses TOTAL ASSETS (as reported on Audited Statements)
$42,839 ( $44,253 ) $905,843 $643,544
$60,804 $90,935 $50,332 $48,677 $382,096 $632,884 $46.5 M
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ADMINISTRATION ADMINISTRATION Administration
Jeffrey N. Brown, Chair Jeffrey N. Chair Loretta M.Brown, Burd, Vice Chair Loretta M. Burd, Vice Chair Lynne Maguire, Secretary Lynne F.Maguire, Secretary Linda Behrman, Treasurer Linda F.Risk Behrman, Treasurer Sharon Stark, President/CEO Sharon Risk Stark, President/CEO
Fred L. Armstrong, Mayor of Columbus Fred Arnholt, L. Armstrong, Mayor Director of Columbus Dan Community Dan Arnholt, Community Director Jesse Brand, Community Director Jesse Brand, Community Director John M. Burnett, Columbus Area Economic John Growth M. Burnett, Columbus Area Economic Council Growth Council
2008 OF DIRECTORS 2008 BOARD BOARD OFof DIRECTORS 2008 Board Directors
Alan Degner, Community Education Coalition Alan Degner, Mark Elwood, Community Community Education Director Coalition Mark Elwood, Community Director Rich Freeland, Cummins Inc. Rich Freeland, Cummins Inc. Dominic W. Glover, Community Director Dominic Glover, Community Director Jack Hess,W. Columbus Area Chamber of Jack Commerce Hess, Columbus Area Chamber of Ryan Commerce Hou, Community Director Ryan Hou, Community Director Laura M. Hurt, Community Director Laura M. Hurt, Community Director Rick Johnson, Community Director Rick Johnson, Community Director Sarla Kalsi, Community Director Sarla Kalsi, Community Director
Mickey Kim, Community Director Mickey Kim, Community Director Larry Kleinhenz, County Commissioner Larry Kleinhenz, County Commissioner Douglas Otto, CEO, United Way of Douglas Otto, CEO, UnitedInc. Way of Bartholomew County, Bartholomew County, Inc. Richard B. Pease, Community Director Richard B. Pease, Community Director John B. Quick, BCSC Superintendent John B. Quick, BCSC Superintendent Mike Ryan, Community Director Mike Ryan, Community DirectorDirector Kevina Schumaker, Community Kevina Schumaker, Community Director Lorraine Smith, Community Director Lorraine Smith, Community Director
2008 Committee Members 2008 2008 COMMITTEE COMMITTEE MEMBERS MEMBERS Executive Committee Executive Committee Officers and Committee Chairs Officers and Committee Chairs Development Committee Development Committee Mickey Kim (Chair), Dan Arnholt, Linda BehrMickey Kim (Chair), Dan Arnholt, Linda Behrman, Jeff Brown, Mike Ryan, Julie Bergman, man, Jeff Brown, Mike Ryan, Julie Bergman, Tim Cooney, Jim Henderson, Bill Lentz, Tim Cooney, Jim Henderson, Bill Lentz, Rich Stenner, Rebekah Walsh, Jeff Washburn Rich Stenner, Rebekah Walsh, Jeff Washburn Finance and Audit Committee Finance and Audit Committee Linda Behrman (Chair), Dan Arnholt, Jeff Brown, Linda Behrman (Chair), Dan Arnholt, Jeff Brown, John Burnett, Mark Elwood John Burnett, Mark Elwood Governance & Planning Committee Governance & Planning Committee Rick Johnson (Chair), Fred Armstrong, Jess Brand, Rick Johnson (Chair), Fred Armstrong, Jess Brand, Jeff Brown, Loretta Burd, Rich Freeland, Jack Jeff Brown, Loretta Burd, Rich Freeland, Jack Hess, Rick Pease, Will Miller, Hutch Schumaker Hess, Rick Pease, Will Miller, Hutch Schumaker Grants Committee Grants Committee Ryan Hou (Chair), Dom Glover, Larry Kleinhenz, Ryan Hou (Chair), Dom Glover, Larry Kleinhenz, Doug Otto, Kevina Schumaker, Lorraine Smith, Doug Otto, Kevina Schumaker, Lorraine Smith, Tammy Burton, Tom Finke, Andrea Harris, Tammy Burton, Tom Finke, Andrea Harris, Bill Harter Bill Harter Investment Review Committee Investment Review Committee David Milroy (Chair), John Dorenbusch, David Milroy (Chair), John Dorenbusch, Mark Foster, Don Michael, Don Stuart, Mark Foster, Don Michael, Don Stuart, Linda Behrman, Sherry Stark Linda Behrman, Sherry Stark LEI Committee LEI Committee John Burnett (Chair), Alan Degner, Jack Hess, John Burnett (Chair), Alan Degner, Jack Hess, Ted Dawson, Mark Gerstle, Dick Johnson, Ted Dawson, Mark Gerstle, Dick Johnson, Will Miller Will Miller Outreach Committee Outreach Committee Sarla Kalsi (Chair), Laura Hurt, Lynne Maguire, Sarla Kalsi (Chair), Laura Hurt, Lynne Maguire, John Quick, Lorraine Smith, Amber Fischvogt, John Quick, Lorraine Smith, Amber Fischvogt, Tracy Souza Tracy Souza
Heritage FundSTAFF Staff HERITAGE HERITAGE FUND FUND STAFF 2008 2008 2008 Miranda S. Cross, Scholarship Manager Miranda S. Cross,Database Scholarship Manager Mary K. Ferdon, Manager Mary K. B. Ferdon, Manager Melanie Foltz, Database Accountant Melanie C. B. Foltz, Accountant Assistant Lorraine Low, Administrative Lorraine C. Low, Administrative Assistant Lynda J. Morgan, Program Officer Lynda J. Morgan, Program Officer Jeffrey Schroer, EcO15 Regional Grants Manager Jeffrey Regional Manager Lisa A. Schroer, Shafran, EcO15 Vice President ofGrants Development Lisa A. Shafran, Vice President of Development Sharon Risk Stark, President and CEO Sharon Risk Stark, President and CEO
ADMINISTRATION Administration Loretta M. Burd, Chair Jeffrey N. Brown, Vice Chair Lynne Maguire, Secretary Linda F. Behrman, Treasurer Sharon Risk Stark, President/CEO Fred L. Armstrong, Mayor of Columbus Dan Arnholt, Community Director David Barker, Economic Development Board Jesse Brand, Community Director John M. Burnett, Community Education Coalition
2009 BOARD OFof DIRECTORS 2009 Board Directors
Mark Elwood, Community Director Rich Freeland, Cummins, Inc. Ignacio Garcia, Cummins, Inc. Dominic W. Glover, Community Director Andrea Harris, Community Director Jack Hess, Columbus Area Chamber of Commerce Ryan Hou, Community Director Sarla Kalsi, Community Director Mickey Kim, Community Director Larry Kleinhenz, Community Director Angie May, Community Director
Douglas G. Otto, United Way of Bartholomew County, Inc. Richard B. Pease, Community Director John B. Quick, BCSC Superintendent Brian Russell, Community Advisor Kevina Schumaker, Community Director Lorraine Smith, Community Director
2009 COMMITTEE MEMBERS 2009 Committee Members Executive Committee – Staffed Sherry Stark Chairs Officersby and Committee Loretta Burd, Chair Jeff Brown, Vice-Chair and Governance and Development Committee Planning Chair Mickey Kim (Chair), Dan Arnholt, Dave Barker, Lynne Maguire, Secretary Linda Behrman, Behrman, Treasurer Loretta Burd, Brian Russell, Linda Julie Bergman, Bill Lentz, Tim Cooney, Mickey Kim, Development Chair Rich Stenner, Jeff Washburn Ryan Hou, Grants Chair Sarla Kalsi, Outreach Chair; Lorraine Smith, Co-Chair Finance & Audit Committee
Loretta Burd Rich Freeland Jack Hess Rick Pease Rick Johnson, community advisor Will Miller, community advisor Hutch Schumaker, community advisor
Grants Committee – Staffed by Lyn Morgan Ryan Hou, Chair Dom Glover Linda Behrman(Chair), Dan Arnholt, Loretta Burd, Andrea Harris Development Committee – John Burnett, Mark Elwood, Angie May Doug Otto Staffed by Lisa Shafran John Quick Mickey Kim, Chair Governance Kevina Schumaker Dan Arnholt & Planning Committee Lorraine Smith Dave Barker Jeff Brown (Chair), Fred Armstrong, Jess Brand, Linda LorettaBehrman Burd, Rich Freeland, Jack Hess, Rick Pease,Tammy Burton, community advisor Tom Finke, community advisor Loretta Burd Will Miller, Hutch Schumaker Rick Johnson, Phil Luzius, community advisor Brian Russell Julie Bergman, community advisor Grants Committee Bill Lentz, community advisor RyanCooney, Hou (Chair), Dom Glover, Tim community advisorAndrea Harris, Investment Review – DougStenner, Otto, John Quick, Kevina Staffed by Melanie Foltz Rich community advisorSchumaker, Lorraine Smith, Burton, Tom Finke, David Milroy, Chair, community advisor Rebecca Walsh,Tammy community advisor Jayne Farber, community advisor Phil Luzius Mark Foster, community advisor Finance/Audit Committee – Don Michael, community advisor Staffed by Melanie Foltz Investment Review Committee Don Stuart, community advisor Linda Behrman, Chair David Milroy (Chair), Jayne Farber, Mark Foster, Linda Behrman Dan Arnholt Don Michael, Loretta Burd Loretta Burd Don Stuart, Linda Behrman, Loretta Burd, Sherry Stark Sherry Stark John Burnett Mark Elwood LEI Committee – Angie May LEI Committee Staffed by Sherry Stark John Burnett (Chair), Jack Hess, Corey Carr, John Burnett, Chair Governance and Planning Committee – Mark Gerstle, Dick Johnson, Will Miller Jack Hess Staffed by Sherry Stark Corey Carr, community advisor Jeff Brown, Chair Outreach Committee Mark Gerstle, community advisor Fred Armstrong SarlaBrand Kalsi (Chair), Lorraine Smith (Co-Chair), Dick Johnson, community advisor Jess Will Miller, community advisor Ignacio Garcia, Ryan Hou, Lynne Maguire, Amber Fischvogt, Laura Hurt, Becker Wahbeh
Outreach Committee – Staffed by Lyn Morgan Sarla Kalsi, Chair Lorraine Smith, Co-Chair Ignacio Garcia Ryan Hou Lynne Maguire Amber Fischvogt, community advisor Laura Hurt, community advisor Becker Wahbeh, community advisor
Heritage FundSTAFF Staff HERITAGE FUND 2009 2009
Miranda S. Cross, Scholarship Manager Mary K. Ferdon, Database Manager Melanie B. Foltz, Accountant Lorraine C. Low, Administrative Assistant Lynda J. Morgan, Program Officer Jeffrey Schroer, EcO15 Regional Grants Manager Lisa A. Shafran, Vice President of Development Sharon Risk Stark, President and CEO
www.heritagefundbc.org
www.heritagefundbc.org www.heritagefundbc.org
Administration ADMINISTRATION Historical HISTORICAL
The spirit and character of the people listed below have contributed to the strength of Heritage Fund through their service on the Heritage Fund Board. They have given their time and expertise to ensure the success of our community foundation. We are grateful for their legacy of service. Randall Allman Eugene I. Anderson, Chair, 1978-1979 Max D. Andress James K. Baker Lynn Barkhimer J. Howard Beam Thomas C. Bigley, Jr., Chair, 1991-1992 C. Raymond Boll, Jr. Carole S. Bonnell W. Calvert Brand, Chair, 1988 Rex E. Breeden Betty F. Brown Robert N. Brown, Chair, 1980-1983 Donald R. Bucknam Michael Copper Ross G. Crump Dan Daniel Alan D. Degner Marion C. Dietrich Jim Dittoe Walter Divan John F. Dorenbush George Doup Perry Doup Joe G. Emerson Lowell Engelking, Chair, 1977 Amber Fischvogt Harold F. Force Frank Forster
Karl Forester George Hamilton Peter B. Hamilton L.G. “Dody” Harvey Richard E. Harris, Sr. James A. Henderson Robert E. Hoffmeister Phillip L. Houston V. William Hunt Laura Hurt Cheryl Owsley Jackson Richard L. Johnson, Chair, 1993-1994 Richard L. Johnson, Jr. Chair, 2003-2004 Susanna Jones James Kauper John K. Keach, Jr., Chair, 1998-2000 Nancy King David M. Kirr Bobbi Kroot, Chair, 1989-1990 William R. Laws, Jr. Thomas C. Lentz William F. Lentz Douglas J. Leonard, Chair, 2005-2006 Christine W. Letts James D. Lienhoop Perry Lipe William I. Miller Ann L. Moeller
John A. Nash, Chair, 1985 Linda O’Connor Yoshimitsu Ogihara Adolfo “Rudy” Olivo William O. Paulsell Jane Hoffmeister Repp Michael Ryan Henry B. Schacht Don R. “Randy” Scheidt A.H. “Hutch” Schumaker II, Chair, 2001-2002 James E. Shipp, Chair, 1987 Tim Solso Tracy Souza John S. Spangler, Chair, 1984 Joanne Sprouse Norbert L. Sprouse Barbara W. Stewart, Chair, 1986 Richard B. Stoner Judy Summerville, Chair, 1997 Toshikazu Suzuki Shirley Trapp Madhu Vedak Thomas Vickers G. Daly Walker, M.D. Charles H. Watson, Chair, 1995-1996
Connecting the dots needs
community
giving
Thank you to our donors . . . your gifts help us connect the dots!
Our Mission: Heritage Fund is a community foundation created primarily for Bartholomew County to: Provide responsible stewardship of gifts donated for broad charitable purposes; Promote leadership to address community issues; Serve as a catalyst for positive change in partnership with others; and Promote philanthropy broadly within the community. “It is the general policy of Heritage Fund- the Community Foundation of Bartholomew County to include people without regard to age, disability, economic circumstances, ethnicity, gender, race, religion or sexual orientation in carrying out our mission.” Adopted by the Heritage Fund Board - May 4, 2003
538 Franklin St. • P.O. Box 1547 • Columbus, IN 47202-1547 Phone: 812.376.7772 • Web site: www.heritagefundbc.org