2021 Finance & Facilities Report

Rejoice Always Trinity Finances & Facilities: 2021 & 2022

T rinity E piscopal C hurch A nnual M eeting Febr u ar y 6, 2022

2021 Finances

Treasurer’s Report Kay Whitaker, Treasurer 2021 Financial Highlights

• Pledging remains strong!

• Transitioning to a full team – both clergy and staff.

• Revenues exceeded expenditures by $124k.

Income was $90k higher than 2020 and $97k ahead of 2021 budget • Parish support was slightly ahead of 2020 levels and 12.5% ahead of budget driven by continued generosity in pledges and open plate as we began to gather together.

• Other income increased over budget and 2020 as we rented the former PHI house to Americorps for $9.5k.

• Legacy Fund support returned to normal levels as budgeted in 2021. This represents a $283k increase over 2020, in which we received a PPP loan.

Expenses were $27k under budget and $44k over 2020 actual • Personnel represents ~60% of our total expenses. We were $30k more than 2020 but $34k better than budgeted. Recall that pre-pandemic we planned to add to our clergy and were able to make that happen in 2021. This added $23.7k in transition costs. Trinity experienced the same staffing challenges as other organizations in 2021 including a few staff people who departed which reduced our overall costs.

• Total parish programs were right at budget and $21k higher than 2020 levels. We feel blessed that so many or our various ministries were able to be active in 2021.

• Property costs were essentially flat with 2020 levels; the most significant increase was a $10k increase in insurance which was offset by a reduction in maintenance costs.

• The Diocesan Apportionment is based on the prior year’s operating results and was less than 2020 levels.

• Outreach expenses were $5k less than budgeted but ~$10k over 2020. The largest element of these expenses is for the Sunday Dinner at $30k, an increase from 2020 levels. Outreach grants were $4k more than budgeted as, the vestry voted to expand our giving in response to outreach surplus.

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2021 Actual Expenses by Ministry Area Worship & Music, 17% Care of Properties, 22%

Outreach & Advocacy, 12%

Christian Formation & Pastoral Care, 16%

Evangelism & Invitation, 12%

Diocesan & National Church Engagement, 21%

Total Expenses = $1,714,812

TOTAL PARISH SUPPORT 2017-2021 $700,000

$688,360

$680,000

$657,312

$660,000 $640,000

$626,755 $620,000 $600,000

$601,671

$580,000 $560,000 $540,000

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$689,894

2022 Finances

Treasurer’s Report by Kay Whitaker, Treasurer 2022 Financial Highlights [Budget] • Our 2022 plan is to emerge from the challenges of the past two years ready to serve at a 10% increase over 2021’s budget.

• Please note that we reduced 2021’s budget from 2020/2019 actuals to reflect the ongoing uncertainties.

Income • Parish Support increased 10.5% to reflect pledges received.

• Legacy Fund support increased by 9%/$102k , which was 5.7% of the fund at the time we made the decision. We continue to work with the Trustees and Advisors to clarify required support.

• Other Income from rents and events will increase as our facilities open up.

Expenses • We finally have the clergy that the Vestry approved in 2019 in place and have filled critical roles in Communications, Administration, and Operations. We approved salary increases of 3.3%.

• We were thoughtful in increasing expenses across our ministries, adding $25.5k. Examples include supporting the midweek programing, reopening the nursery, adding children’s curriculum plus PRISM, and the cost to livestream. We held other costs such as Property and Outreach essentially constant.

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2022 Budgeted Expenses by Ministry Area Worship & Music, 19% Care of Properties, 22%

Christian Formation & Pastoral Care, 17%

Outreach & Advocacy, 12%

Evangelism & Invitation, 11%

Diocesan & National Church Engagement, 19%

Total Expenses = $1,918,450

Legacy Fund (Endowment+Memorial) Draw 2012-2022 $1,800,000

$1,699,744 $1,570,891

$1,600,000 $1,400,000

$1,230,000 $1,200,000 $1,055,296

$1,135,252

$1,151,702

$1,225,850

$1,151,702

$1,123,538

$1,045,296

$1,000,000 $839,504 $800,000 $600,000 $400,000 $200,000 $-

2012

2013

2014

2015

2016

2017

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2018

2019

2020

2021

2022

Trinity Episcopal Church Legacy Fund Trustees John Hirschman, President

Overview The Legacy Fund of Trinity Episcopal Church is overseen by a group of Trustees who have been appointed by, and report to, the Vestry. The Trustees meet on a regular basis (at least quarterly) to review assets and programs of the Legacy Fund, authorize changes in the portfolio, and to consider requests and recommendations from the Vestry and other related parties. In addition, the Trustees interact on a regular basis with the Vestry and Finance Committee regarding issues such as budgeting and spending policy, portfolio investments, and other related items.

and aligns well with Trinity’s goals, values, and faith-based investment priorities. Legacy Fund assets were fully invested with Brown Brothers Harriman in the first quarter of 2021.

In addition to Brown Brothers Harriman, the Legacy Fund continues to work with Church Investment Group as advisors in the management and monitoring of the performance of Legacy Fund assets. Church Investment Group is a not-forprofit financial advisor devoted exclusively to working with Episcopal Church Endowments.

Over the course of 2021, two separate mission-focused loans previously extended to organizations using Legacy Fund assets were repaid in full by the borrowing organizations – Mapleton Fall Creek Community Development Corporation and Trinity Haven. The repaid funds have been redeployed by the Legacy Fund consistent with its guiding Investment Policy Statement.

The Legacy Fund portfolio is managed in accordance and in compliance with an Investment Policy Statement, which has been approved by the Vestry.

The Legacy Fund Trustees In accordance with the bylaws governing the operation of the Legacy Fund, the Trustees are appointed by the Vestry. The current Trustees include: • Patty Gotway • Joel Harrison • Eric Hembre • John Hirschman, President • Christy Jacobi • Gavin Stephens, Secretary • Kay Whitaker, Vestry Treasurer, ex officio trustee • Mother Julia Whitworth, Rector, ex officio trustee

Market value and Asset Allocation At year-end, the market value of managed investments in the combined Legacy Fund portfolio was $21,487,605.85 When combining all of the assets in the various goals-based portfolios, the Legacy Fund was invested with the following asset allocation: Global Equities Fixed Income & Cash Total

$13,058,701.16 $8,428,904.69 $21,487,605.85

61% 39% 100.00%

Looking Forward Over the next year we will spend time working with our advisors at Church Investment Group and Brown Brothers Harriman studying values-based approaches to investing Legacy Fund assets, particularly through the lens of Episcopal values generally and Trinity Episcopal Church values specifically. We will also evaluate portfolio allocations in light of Trinity’s budgeted spending requirements in the context of market expectations.

Year-End Review As anticipated in the 2020 Report of the Legacy Fund Trustees, in the first quarter of 2021 the Legacy Fund Trustees transitioned the outsourced chief investment officer role from Hirtle Callaghan to Brown Brothers Harriman. The transition has been an efficient and positive move for the Legacy Fund.

Brown Brothers Harriman was founded in 1818 and remains the oldest continuously operated private bank in the United States. The firm enjoys strong and stable leadership and an investment approach that is consistent and successful

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Planned Giving Ann Harris Smith, Chair

A few years ago, several Trinity lay leaders founded Trinity’s Tree of Life Society, which includes parishioners who have made gifts to Trinity through their estate plans. The Tree of Life Society quickly grew to twenty Founding Members.

While a bequest made through a Last Will and Testament is the best-known method of making estate gifts, there are many other types of estate gifts. Most do not require a visit to your attorney. Simple options include naming Trinity as a beneficiary of a bank account, life insurance policy, or retirement plan. Other options include charitable gift annuities (through the Episcopal Church Foundation), gifts of real estate, and charitable trusts.

If you would like to learn more about how estate gifts benefit Trinity’s ministries, or how you might include Trinity in your estate plans, please feel free to contact Ann Smith, chairperson, at annhsmith@live.com.

Tree of Life Society Members: Centennial Members 2019 Mary Chalmers & Brockton Brown 2019 Anne & Tom Greist 2019 Erik Hembre & Katherine Howe 2019 Lynette & Richard Herd 2019 Todd & Abigail Relue 2019 Fred & Missy Roetter 2019 David & Ann Smith 2020 Bill Mirola Legacy Members 2020 Peter Whitten 1966 Ralph B. Knode 1977 Eli Lilly, Jr. 1988 Georgianne Strange 1990 Leonard Macklin 1995 Louise Hansen 1995 Elizabeth S. Reinhart 1996 Mary Louise Landers 1996 Lyman S. II and Isabel Ayres 2002 Elizabeth Gilbert Fortune 2003 Albertine Hall 2004 Sally Whitten 2004 Donald and Sheila Fobes 2005 Elizabeth Gilbert Fortune 2005 William and Carolyn C. Griffith 2006 Sandra Dixon Hardee 2007 Elizabeth Duvall 2009 Benjamin Hitz, Jr. 2010 David and Joan Lewis 2012 F. Jean Duvall 2013 George Scott Olive, Jr. 2013 Margery S. Ogle

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Founding Members 2013 Elizabeth Crist Nicholson* 2013 Peter J. and Sabine J. Sehlinger* 2013 Ivan and Margaret Jahns 2013 John and Janet Craun 2013 Karen E. King 2014 Scott and Kay Whitaker 2014 Natalie Boehm 2014 James and Roberta Halter* Bequest received in June, 2014 2014 George and Christine Plews 2014 Shannie Van Ostrand Hughes 2014 The Rev’d Thomas and Dr. Elizabeth Kryder-Reid 2014 Joel Milller Harrison 2014 Jeffrey A. Brinkmann 2014 Jeffrey D. Martin and Kathryn A. Watson 2014 Mary O. and Stephen E. DeVoe 2014 James Cramer 2015 Cynthia Randolph Vaughn and Justice Vaughn 2015 Walter and Helen Chroniak* 2016 James and Ruth Simmons 2016 Katherine Simmons *Member is deceased

Stewardship Appeal Jeff Brinkmann, Chair We introduced the 2022 Stewardship Appeal, Rejoice AlwaysPray without ceasing- Give Thanks in all circumstances, during a time of continued COVID and again faced the challenges associated with parish life during a pandemic year. Although 2021 returned to some normalcy, we were challenged on how to engage the parish in new ways while respecting how the pandemic has impacted parishioners’ lives. For the second year in a row, Mother Julia utilized consultants to help develop the theme, artwork, and communications.

We met the challenge to achieve an aggressive 2022 budget goal through generous pledge support, a testament to the vital role Trinity plays in our community and beyond.

Campaign letters were personalized and direct. More than an appeal from Mother Julia, the letters were also signed by Todd Relue, Senior Warden, and me as Stewardship Chair. In many requests we asked for a specific increase and/or dollar amount. We supported the campaign with Stewardship Stories and Videos emailed to the parish. I want to recognize Carol DeCoursey, Christy and Jim Jacobi, the McConnell

family, Bob Dekker, Jeannice Shobe, and Father Adam for inspiring us.

The pledge campaign was introduced on Stewardship Sunday, October 10 and ended on In-Gathering Sunday, November 14.

While this concentrated campaign had very good results, we still needed more pledges to meet our goal. Emails were sent and follow-up phone calls were conducted to remind those from whom we had not heard. Thank you to John Bridge, Tom Greist, and Erik Hembre for making calls and sending personalized emails.

With these efforts and the generosity of our members, I am pleased to report we exceeded our goal. Thank you to everyone who contributed and helped with the development and execution of the pledge campaign.

And keep in mind, It is never too late to pledge. If you have not yet done so, you can pledge on the website at trinitychurchindy.org/pledge or contact Molly Ellsworth In the parish office, mellsworth@trinitychurchindy.org.

To watch the stewardship videos and to read a message from the rector, senior warden, and stewarship chair go to: trinitychurchindy.org/stewardship-2022

Trinity Pledge History (2022 figures as of February 2, 2022) $700

$681

$665

$661

$645 $600 $567 $525

$534

$350

219

218

233

230

241

239

211

$175

$-

2016

2017

2018

2019

Pledged Amount (in thousand dollars)

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2020 Number of Pledgers

2021

2022

2021 Facilities Trinity Properties Shelly Furuness, Junior Warden While access to our shared worship spaces continued to be somewhat limited this year due to the pandemic, there were still many property issues that needed to be addressed. Trinity continued to respond to the virus by making changes to its outdoor areas to facilitate socially-distanced regathering.

In addition to modifying its ventilation systems and adding bipolar ionization units to help keep clergy, staff, and parishioners safe when accessing Trinity’s facilities, we also invested in live-streaming equipment that has enhanced and expanded remote access to worship as a community.

owned facilities on our campus and provides a venue for communication between Church and School regarding items related to our joint campus. The Joint Properties Committee meets on a monthly basis to review on-going projects, discuss capital improvement needs, plan for upcoming projects, and discuss equitable cost sharing between the two organizations for expenses related to operations and maintenance of our joint campus.

Joint Properties Committee members are: Erik Hembre (Committee chair) Mother Julia Whitworth (TEC) Albie Marco (TEC), David Bacon (TEC), Leigh Anne Naas (TEC), Kay Whitaker (TEC) Leslie Hosey (SRES), Linda Chestnut (SRES) Nick Colby (SRES), John Brady (SRES), Elizabeth Bearby (SRES), and Dirk Edwards (TEC/SRES).

Trinity continued to work closely with St. Richard’s Episcopal School through its Joint Properties Committee. One infrastructure project of note this year that was necessary but not necessarily visible was an upgrade to our IT systems that serve both the school and church. A current project underway made possible by a grant awarded to St. Richards is the planned demolition of the property known as the spy house to make room for campus beautification and signage that will positively benefit both church and school.

Trinity-St. Richard’s Landscape Committee

Kate Howe The Landscape Committee is charged with providing consultation and expert feedback on proposed changes to the landscape of the Trinity / St. Richard’s Episcopal School campus to ensure that plans are consistent with the mission and values of Trinity and St. Richard’s and align with the aesthetic of the joint campus. The Landscape Committee reports to the Joint Properties Committee and meets monthly to discuss proposed changes to the landscape. The Committee also walks the grounds on a quarterly basis to identify areas in need of maintenance and to follow up on previous maintenance requests.

Significant progress was also made on several long-term properties’ projects. After some significant restoration to the exterior last year, interior restoration work continues on the St. Edward’s House which will serve as the home to our first cohort of Trinity Service Corps members. Renovations are on track to be completed in time to welcome the TSC members in the summer of 2022. The renovation of the Children’s Chapel is underway but moving a bit slowly. However, we anticipate this beloved space that has helped to nurture generations of Trinity’s members will be ready to welcome our smallest members soon. After much TLC and many repairs to the decades-old elevator in Trinity’s Outreach Center that serves campus partner Mid-North Food Pantry, we are happy to share that the replacement of the elevator was completed last summer. Another project that came to completion was the revoicing of Trinity’s organ. Additionally, the church property that was home to Project Home Indy has been repurposed. As Project Home Indy closed its doors, this beautiful home was converted to affordable housing for AmeriCorps volunteers serving the Indianapolis community.

Trinity was invited to participate in the Indianapolis Garden Club’s 26th Annual Garden Walk on June 2, 2021, as one of five urban gardens featured on the tour. In preparation for the event, members of the Garden Guild, led by Sharon Lemler, worked with our contract gardener, Chris Turner, to get the Cloister and Lemler Gardens into shape for the event. Garden Club members were pleased to be introduced to these “hidden gems”.

In addition to continuing to keep our beautiful campus well maintained, other significant projects on the horizon include continued discernment on expanding our columbarium space, addressing our parking surfaces, and regularly convening the Properties Committee for capital project management.

Joint Properties Committee Erik Hembre, Chair

The Trinity Episcopal Church / St. Richard’s Episcopal School (TEC/SRES )Joint Properties Committee is charged with overseeing and coordinating operations, maintenance, and capital improvement planning for the joint School-Church

The Committee consulted with church and school staff on a number of projects this year, including planning for the new St. Richard’s outdoor learning space, a proposal to the Allen Whitehall Clowes Charitable Foundation for landscape improvements, and developing a budget for future plantings on campus.

Landscape Committee members are: John Brady (St. Richard’s), Cherie Bowen (St. Richard’s), Betsy Cronin (Trinity), Kate Howe (Trinity), Noelle King (St. Richard’s, Committee Chair), Sharon Lemler (ex officio, Garden Guild leader), and Chris Plews (Trinity).

Other regular attendees at the Landscape Committee meetings were Dr. Leslie Hosey (St. Richard’s Head of School), The Rev’d Julia Whitworth (Trinity Rector), Bethany Baugh, and Dirk Edwards.

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Holy Innocents Chapel Renovation Kathy Watson The Holy Innocents Chapel Renovation Committee was convened to plan and oversee the renovation of what is also fondly known as the “children’s chapel.” The committee held its first meeting on October 6, 2020 and met continuously through the summer of 2021. Since January 2021 when we selected Eric Rowland of Rowland Architects to design the space and Rob Bennett of Bly Bennett to build it out, the committee has completed the following: • • • • •

Oversaw the development of the design; Developed a budget; Made two presentations to parishioners for input; Secured vestry approval of the final design and budget; and Engaged in a “soft” fundraising appeal that raised $22,101 in gifts and pledges.

Of that amount, the children of the parish raised over $8,000 through two bake sales, which included a very generous match amount by one parishioner household.

Construction began in October 2021. To date, the following work has been completed: • Demolition of existing elements; • Installation of five sky lights above altar areas; • Creation of window openings onto the Lemler Garden; • Completion of exterior limestone; • New electrics roughed n • Installation of new, expanded door jamb; • New drywall installation.

The chapel is expected to be completed in March, subject to materials and labor availability. Stay tuned for additional information and a planned dedication later in 2022.

Committee Members: Kathy Watson (convenor), Brian Steensland, Carol DeCoursey, Cherie Bowen (SRES), Mother Julia Whitworth, Mother Erin Houghland, and Albie Marco.

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2021 Facilities Improvements

Fortune Room and support areas • Built in 1958.

• Area: 11,500 sq ft.

• Cloister Room, restrooms, chapel, and storage.

• In 1986 the kitchen was expanded.

• In 1999 the Lemler Memorial Garden was created.

• In 2015 the Fortune Room and Cloister room were renovated, including carpet, lighting, paint, furniture, furnishings, and a new sound system.

St. Richard’s Episcopal School: 33 E. 33rd St. • Built in 1960 (now the South wing).

• Area: 82,000 sq ft.

• Approximately 70 employees.

• In 1968 the East wing was added.

• In 1988 the North wing and gymnasium were added.

• In 1992 the South and East wings were retrofitted with suspended ceilings and central HVAC. • In 1998 the new East wing addition was completed, connecting the gymnasium to the school.

• In 1998 the playground was renovated.

• In 2002 the school kitchen was added.

• In 2015,property at 32 E 32nd Street was brought in.

• In 2019 the New East Wing was completed.

3256 House: 3256 N. Pennsylvania St. • Built in 1913.

• Purchased in 1985.

• Area: 4,000 sq. ft. finished space.

• Property: .3 acre.

• Future home Trinity Service Corps.

Clergy Housing: 3264 N. Pennsylvania St. • Built in 1913.

• Purchased in 2001.

• Area: 3,200 sq. ft. finished space.

• Property: .3 acre.

• The basement and attic are unfinished.

• The detached garage was raised in 2015.

Project Home Indy: 32 E. 32nd St. • Built in 1915 as a double.

• Purchased in 2002.

• Area: 4,000 sq ft finished space.

• Property: .4 acre.

• Detached two-car garage.

• Americorps Volunteer Housing.

Dirk Edwards, Director of Facilities Trinity Episcopal Church and St. Richards Episcopal School share a campus of interconnected and free-standing buildings and houses, all on the 3200 and 3300 blocks between Meridian St. and Pennsylvania St. Primary Facility contains the church, church offices, school, gymnasium, playgrounds, 15 mechanical rooms, meeting rooms, and support space.

Church and Church support facilities • Completed sanctuary video/audio upgrade.

• Completed pothole patching in all parking lots.

• Completed exterior clear seal of church stone façade. · Completed church exterior door refinish.

• Installed Lemler Garden audio installation.

• Completed church office window upgrade.

• 3256 House interior renovation in progress.

• Holy Innocents Chapel renovation in progress.

• Installed shadow box fence between Corner House and 3256 House.

Church/School facilities • Working with new IT Director to improve IT support rooms.

• School Courtyard upgrade (2021 “Fund a need” project) currently working with John Brady.

• Annual joint window replacement project in room 234.

• Faculty Workroom remodel complete.

• Repainted several school classrooms.

• Installed outdoor WiFi system for outdoor learning spaces .

Trinity Outreach Building (3333 N. Meridian St.) • Installed two 10’ x 20’ canopies in the parking lot for MNFP food distribution.

• Replaced sidewalk lift.

Property Description approximately 6 acres Church: 33rd & Meridian • Built 1950-53.

• Area: 6,200 sq ft.

• Includes sanctuary, sacristy, choir director’s office, and vesting area.

Tudor House (Church offices): 3243 N. Meridian St. • Built around 1915-1925.

• Area: 6,000 sq ft.

• Finished space 3,700 sq ft.

• 6 full & part-time employees. In addition, volunteers.

• In 1986 the first and second floors were retrofitted with offices, a library, one meeting space, and a reception area, totaling about 3,700 sq. ft.

• In 2015 the Tudor house was renovated to better serve staff and parishioners. Renovations included carpet, flooring, paint, lighting, wall re-configuration in reception area, furniture, furnishings, and branding wall.

Trinity Outreach Center: 3333 N. Meridian St. • Purchased in 1994.

• Building area: 23,000 sq ft.

• Built in 1960.

• Property: 2.3 acres.

• The property has vehicular access to Meridian St., 33rd St. and the east alley.

• Home to the Trinity Sunday Dinner program, Mid-North Food Pantry, St. Nicholas Early Learning, Inc., and Neighborhood Christian Legal Clinic).

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Stewardship - Pledging Members for 2022 Molly Ellsworth, Director of Operations Total of 211 as of 2/2/2022 Names are listed as indicated on the pledge cards. Please note that although every effort has been made to ensure completeness and accuracy, errors may occur. Note that 15 pledging households wished to remain anonymous. If your name is listed incorrectly, we want to know. Contact Molly Ellsworth at mellsworth@trinitychurchindy.org.

Anonymous - 15 Aaron Ahlemeyer & Lara Blankenburg Jodi Ammons Andy & Kathy Anderson The Rev’d Dr. Ben & Katherine Anthony David & AmySue Bacon David (Quincy) Bacon Eric Baiz Bethany Baugh Sara Bean Rick & Dianne Beardsley Bobby & Maren Bell Vickie Bellamy Robert & Kelly Bentley Prosper Bessaguem & Sidonie Noudjounare Ruemu & Donna Birhiray Ronald & Rebecca Bockstahler Natalie Boehm Peter & Alison Boerger John & Cathy Bridge Jeff Brinkmann & Michael Schaefer Brocky Brown & Mary Chalmers Linda Brown Lisa Brown Mindy & Brian Brown Matt & Patty Bucken Keenan & Lisa Buoy Faith Cade Todd & Meredith Carbrey Ashley Caveda The Rev’d Gordon Chastain Bill & Judy Coleman Eugene & Ellen Cone Deb Cooney Cassie Conner

David & Ellen Crabb Lillian & Zach Cardwell Diana Creasser Casey & Betsy Cronin Suzanne Cronin Laura Cruise-Gibson Mike & Linda Cuticchia Grace Davis Tom & Jenn Dawson Holly Day Patricia Decker Paul & Carol DeCoursey The Rev’d Bob & Helen Dekker Steve & Mary DeVoe Erica Dollhopf Katie & Tim Dorsey Jeffrey Dugdale Steve Dutton & Ellen Lee Rita Earls Dirk Edwards John & Cheryl Eiszner Betty Elliott Molly Ellsworth Bill Farkas John & Nancy Farrar Ken & Nedra Feeley Meg Feemster Nick Fennig Ed Ferguson The Rev’d Nancy Ferriani Bonnie Frye & Michael Weaver Bryan & Shelly Furuness Pat & Caress Garten Kelly and Beau Garverick Patty Gotway Jim & Jan Gould

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Tom & Anne Greist Doug & Catey Hale Gary Haley Tim & Karen Haley Jerry Hall Fred Halter Peter & Mary Hansen Jim & Anita Hardee Sally Hardgrove Joel Harrison Deb Havill Daniel & Susan Hedglin Erik Hembre & Kate Howe Richard & Lynette Herd Jeanne Hight John & Leigh Ann Hirschman David & Gayle Holtman Richard & Shannie Hughes Jim & Christy Jacobi Ivan & Margi Jahns Todd & Sarah Janzen Wendy Jolliff Caran A Keller Karen King Robert & Beth Kinn David & Mary Sue Klinkose Brad & Brittany Knick Jim Knowles Tim Lanahan Linda Lance GB Landrigan John & Theresa Langdon Russ Lawson Amy & Nick Lemen Laurie Lee Jim & Sharon Lemler

Catherine Lewis Tammy Lieber & Gary Wasson Dale Luchsinger Mary Mail Bob & Marlene Marchesani Albie & Aileen Marco John & Mary Marsh Jeff Martin & Kathy Watson Samuel Massaley & Watta Johnson-Massaley Rebecca Mattingly Jeanne Mayhue Andy & Meghan McConnell Susan McMahon Rob & Tricia McMath Mac & Kim McPherson Jean and Jan Mensz Jennifer Mentink Michael Messina The Rev’d Megan Miller Zach & Megan Miller Bill Mirola Jolene & Michael Moffatt Sally Morton Andy Mouser Adam Mueller & Lisa Adler Aaron & Leigh Anne Naas Michael Nichols & Wade Johnson Scott & Grace Norris Sandra Orr Malcom Judy Peach Ann Perry Larry & Becky Peyton Jennifer (Jen) Phelps The Rev’d Adam & Laurie Pierce Alex Pierson & Sarah Nabinger

Corky & Christine Plews Erick & Wendy Ponader William & Melanie Potter Michele Powell & Toribio Gonzalez Jim & Kim Purucker Alice Rademacher Paul & Vicki Ransberger Derek & Jennifer Reid Todd & Abby Relue Hugh & Victoria Resnick Sheryal Rini Fred & Missy Roetter Tim & Jody Root Nathaniel & Clara Samba Chuck & Syd Schafer Bill & Barbara Schuster Peter Sehlinger Jeannice Shobe Jay & Ruth Simmons Katie Simmons & Helmut Fortense Bryan & Brooke Smith Charlie & Katherine Smith David & Ann Smith Jean Smith William Smith Terence (Tery) Snoeberger Olive Soriero Harriet Stambaugh Brian Steensland & Shana Stump Gavin Stephens & Amy Jay Ed & Jane Stephenson Steven Stolen & Rob MacPherson Mark & Cindy Strietelmeier David Stump Finis Tatum III Jay & Laura Taylor

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Anne Throop Pam Tubergen Greg & Gretchen Turner Alisha Valentine Justice Vaughn Abby & Erin Vincent Barbara Wanciak Scott & Kay Whitaker Peter Whitten The Rev’d Julia Whitworth & Ray Neufeld Eric & Cindy Williams Peter & Mollie Williams Kate Wilson Robert Wilson & Mark Baker Bob Wood & Cindy Cho Libby Wright Matt & Nancy Wright Neil & Angie Wylde Elizabeth Zauber

Trinity Finances & Facilities: 2021 & 2022 TABLE OF CONTENTS 2021 Finances Overview Treasurer’s Report 2 Actual Expenses by Ministry Area 3 Total Parish Support 3 2022 Finances Overview Treasurer’s Report 4 Budgeted Expenses by Ministry Area 5 Legacy Fund Draw (2012 - 2022) 5 2021 Legacy Fund Trustee Report 6 2021 Planned Giving 7 2022 Stewardship Appeal 8 Facilities Trinity Properties 9 Joint Properties 9 Trinity/St. Richard’s Landscape Committee 9 Holy Innocents Chapel Renovation 10 Improvements 11 2021 Pledging Members 12

TRINITY EPISCOPAL CHURCH 3243 N Meridian Street • Indianapolis, Indiana 46208 317 926 1346 • www.trinitychurchindy.org