2011 Annual Report - Scott County Community Foundation · There are several advantages of...

SCOTT COUNTY COMMUNITY FOUNDATION

Looking Forward, Giving Back 2011 Annual Report

Foundation Report Our newly adopted motto, “Looking Forward, Giving Back,” describes perfectly the vision of the Scott County Community Foundation. As we invest our donors’ dollars into permanent endowment funds, we are not only looking ahead to meet the needs of the community in the future, but we are supporting causes in our community today. This year was full of activity. Our executive director, L.L. Lowry, retired in May and came back to serving on the Board of Directors. He was succeeded by Jaime Toppe, who started with the Community Foundation six years ago. We have partnered again with United Way of Scott County, offering financial services as well as sharing our office space. We participated in Lilly Endowment’s pilot internship program, with Lilly’s goals to help build healthy Indiana community foundations and to provide college students with real‐life work experiences. Having interns allowed us to work on special projects, including compiling a Scott County veterans book and a promotional video for the Foundation. We partnered with Hanover College to provide grant opportunities in the arts field to benefit students. We had several new scholarship funds established to provide financial help to students. We’ve welcomed new board members and have had meaningful conversations about the needs of the community and the direction of the Foundation. Our staff has done a stellar job at cutting expenses while still providing the same high level of donor relations and service as always. While these are all wonderful things, the real stories are the things that were accomplished in the community because of the generosity of our donors. Seventy‐five children received backpacks of food every weekend during the school year so they would not go hungry, thanks to a new program, Blessings in a Backpack. A real community effort made possible for the opening of the Lexington Good Faith Preschool, providing free preschool services to children and giving them a head start in their education. Fifty families were helped with rent and utility assistance during the winter months, through the Scott County Clearinghouse. The Humane Society received funds to help with medical care, spaying and neutering animals at the shelter. Several local teachers were able to provide creative classroom learning experiences for their students. The Scott County Family YMCA was able to provide scholarships to youth and families so they could participate in their programs. Sixteen students were awarded for their hard work by receiving scholarships so they could attend college. Support was provided to the Scott County Heritage Center and Museum, a cultural gem for our community. Scott County patients who have had transplants received assistance for ongoing medical needs. And these are just some of the many more grants that were awarded in Scott County! These were all made possible because of people who are passionate about causes and want to see these kinds of results for generations to come. In closing, on behalf of the Board of Directors, we want to thank you for your continued support of the Scott County Community Foundation and our community. I encourage you to think deeply about the kind of future you want for yourself, your children, your grandchildren, and our citizens. You can make that vision a reality, and be a part of making a real impact in Scott County. God Bless,

Joe Wolf Chairman

Scott County Community Foundation meets national standards for operational quality, donor service and accountability in the community foundation sector. The National Standards Seal by our name indicates official confirmation from the Council on Foundations that we have met the most rigorous

standards in philanthropy. It affirms our commitment to financial security, transparency and accountability. It says our grantmaking includes an open, competitive process designed to address the changing needs of our community. The National Standards Seal also confirms our history of honoring donors’ wishes—to support historical preservation, cultivate gardens, help the needy, educate our citizens—and support countless other important causes.

Cover photograph: Shown is Kaley Bowling, a student in Tiffany Barrett’s class at Johnson Elementary School. Courtesy Alex Grace of Graceful Images.

2011 Annual Report

Why Give Through the Community Foundation? There are several advantages of charitable and philanthropic giving through the Scott County Community Foundation, including:

Local Impact. Our board of directors and committee members are comprised of citizens in our community who are familiar with the needs of Scott County. They identify local issues and award grants where they are needed most in a variety of areas. We also collaborate with many local agencies, sharing resources and the vision for a better community. Flexibility. You may select from many funds we offer, or create your own fund. You may make a gift with cash, or be creative with shares of stock, life insurance, real estate, and more. You may also include the Foundation in your will or trust through a bequest, or as a beneficiary in a life insurance or retirement plan. Tax Benefits. As a public charity, we offer the highest level of tax benefits for charitable giving. Please consult with your financial/tax advisor for details. Privacy. You may choose to have your gifts publically recognized or to remain anonymous. Either way, you have the security of knowing that your personal information will remain confidential. Stewardship of Funds. Our Board, Finance Committee, professional staff and investment managers provide prudent stewardship of donor funds. Because we manage a variety of funds, we can pool investment and administration, providing full services to each fund at a fraction of the cost of administering each separately. Lasting Legacy. The Foundation provides permanence. Your gifts will benefit the agencies and residents of Scott County for generations to come, ensuring your legacy will continue.

You may choose the fund that best meets your charitable intentions. Designated: These funds are for a school, government agency, or specific 501(c)(3) charity selected by the donor, such as a museum or church. Donor Advised: These funds provide support to qualified charitable organizations or purposes with input from the donor and/or family/representatives. Field of Interest: These funds are for a general field selected by the donor, such as arts, education, healthcare, etc.

Pass Through: A “charitable checking” account. A donor may recommend several organizations in which to receive funding. Funds are not invested in the market. Scholarship Fund: These funds are for students to receive assistance for educational expenses. You may place restrictions on the scholarship, and the Foundation’s scholarship committee selects the best candidate, with your advice if you so choose. Unrestricted: You place no restriction on how the fund is to be used, entrusting those decisions to the Board of Directors, now and generations to come.

Types of Funds

Scott County Community Foundation

Legacy Society We honor those who have made a lasting commitment to our community by contributing charitable gifts to the Foun‐dation through their will, trust, or other planned gifts. These special donors had the foresight to use the Foundation to carry out their charitable goals, ensuring the causes they cared about would be impacted years after they were gone.

Members Dr. Walter C. Bridgewater

Joyce Hamilton Martha McNeely

Mary Elizabeth and Virgil S. Miller Sarah “Sally” Waldkoetter

Addie Mae Graham Memorial Fund AHS Alumni Educational Fund Alice and Gerald L. Miner Memorial Scholarship Fund Austin Beautification Endowment Fund Carol L. Pettit Scholarship Fund Charles G. Nolan Memorial Scholarship Christie Crafton Memorial Scholarship Fund Clark Chapel Cemetery Fund Community Enrichment Fund Dale McNeely Scholarship Fund Dr. William and Diann Scott Memorial Donor Advised Fund Dr. William and Diann Scott Memorial Unrestricted Fund Dobbins Family Fund Donald R. Collins Sr. Family Fund Dottie Shelhamer Memorial Fund Ed McGuire Memorial Fund Epply‐Shields Memorial Scholarship Fund First Christian Church Senior Citizens Fund First Christian Church Youth Fund Greater Scott County Chamber of Commerce Educational Fund Hazel Gillespie Hunger Fund Hazel and Lowell Lowry Sr. Memorial Fund John and Janice Martin Unrestricted Fund Joyce Hamilton Historical Preservation Fund Kenneth Roseberry Memorial Fund Kenninger Music Education Fund

Kimberlin Creek Baptist Church Cemetery Fund Lauren Grahm Memorial Breast Cancer Fund Lauren Graham Memorial Fund Lauren Graham Memorial Tennis Fund Lilly Scholars Endowment Fund L.L. and Juanita Lowry Unrestricted Fund Mallory Lainhart Memorial Scholarship Martin Christian Education Fund Mary Elizabeth‐Virgil S. Miller Memorial Scholarship Fund Morgan Family Endowment Fund Philip Glenn Martin Memorial Scholarship Phyllis Calvin Educational Endowment Fund Rosalind English Trust Robert G. Comer Memorial Scholarship Fund Scott County Arts Council Fund Scott County CAPE Educational Fund Scott County Community Foundation Building Fund Scott County Community Foundation Cornerstone Fund Scott County Community Foundation Operating Endowment Fund Scott County Economic Development Corporation Fund Scott County Family YMCA Fund Scott County 4‐H Fund Scott County Heritage Center and Museum Fund

Scott County Immediate Response Fund Scott County Indigent Care Fund Scott County Literacy Council Inc. Fund Scott County Memorial Fund Scott County Soil and Water Conservation District Fund Scott County Youth Football League Scholarship Fund Scott County Youth Grantmaking Council Fund Scott Memorial Hospital Guild Brunton‐ Mumford Scholarship Fund Scott Memorial Hospital/IUS Scholarship Scott Memorial Hospital/Ivy Tech Scholarship Fund Scottsburg Beautification Committee Fund Scottsburg Kiwanis Club Fund Scottsburg Lions Club/D.Q. Reid Memorial Fund Scottsburg United Methodist Church Fund Shelley Comer Akers Memorial Scholarship Sunnyside Reunion Memorial Fund Timothy Michael Wolf Memorial Scholarship United Way of Scott County Operating Endowment Fund United Way of Scott County Touch Tomorrow Fund Walter S. and Clarice (White) Bridgewater Memorial Scholarship Fund Wolf Family Charitable Fund

Funds Anyone can add to an existing fund at any time in any amount. Whether your passion is education, the arts, historic preservation, youth, elderly, faith or the community, there is a fund to fit your needs. For more about these funds, please visit our website.

This special memorial and tribute program allows donors of any means to create a fund and leave a legacy beyond their lifetimes.

Blossom Fund Members

($500‐$9,999) ♦ Laurence and Myrtle Bridge

Memorial Fund ♦ Dale E. and Rosemarie Hobbs

Forever Tree Fund ♦ Henry and Anna Jentzen Family

Fund ♦ Norma Nowlin ♦ Phi Beta Psi Sorority, Theta Alpha

Chapter Fund

♦ Scott County Partnership ♦ Dan and Mary Lou Slattery Fund

Willow Fund Members

($10,000‐$49,999) ♦ Hazel and Lowell Lowry Sr.

Memorial Fund ♦ L.L. and Juanita Lowry

Unrestricted Fund

Oak Fund Members ($50,000 and higher)

♦ Donald R. Collins Sr. Family Fund

Forever Tree Society

2011 Annual Report

New Funds in 2011 Phyllis Calvin taught at Austin Middle School for 30 years. Because of her never‐ending love for both the job and her students, she decided to establish the Phyllis Calvin Educational Endowment Fund. This scholarship will benefit graduates at Austin High School who plan to major in education. “I wanted to show that an individual did not have to die in order to have a scholarship started in their name,” said Phyllis. “Plus, I will have the joy of meeting some of the deserv‐ing recipients. It is my desire that the recipients of this scholarship will not only finish their degree but will also have the desire to try new things and have many adventures beyond their everyday surroundings.”

Robert “Bob” Comer was known by many for his strong love of people, greeting everyone he saw with a smile and a warm handshake. He was known to have remarked to many that an education was an important tool for a young person to possess, simply because that was something that could never be taken away once it was acquired. He operated the farm on which he had grown up on, eventually being named a River Friendly Farmer of Indiana by then‐Governor Joe Kernan for his eco‐friendly farming practices. Upon his death, his family estab‐lished the Robert G. Comer Memorial Scholarship Fund. It is awarded to a high school senior who has had a life shaped by agriculture and by farming much like Bob’s own life was, and who plans to continue to grow themselves as they pursue a college degree of their own.

Shelley Comer Akers, a young mother to Alexis and Addison, and wife to Kyle, was tragically killed in a tractor accident in August 2010. Shelley was the office manager for Purdue Extension and had been very involved in the 4‐H program. She had also served as a member of the Community Foundation’s scholarship committee for several years. “Shelley truly believed in the 4‐H program because she knew it helped children and youth. Shelley was one of the people who helped build the Scott County program into what it is today,” said Extension Educator Jackie Benham. Her family established the Shelley Comer Akers Memorial Scholarship Fund for students who were involved at 4‐H at some point in their lives. Shelley left an indelible mark on all who knew her, and her legacy will continue to live on through this scholarship.

Mallory Lainhart was a beautiful, brave little baby girl who lost her fight to live at the tender age of nine months old. She was born with a fatal congenital heart defect, Hypoplastic Left Heart Syndrome, in which the left side of her heart was underdeveloped. Doctors said it was a miracle she was alive. When she lost her fight to live, it was not because she gave up, but because her body was too weak to go on. Her family established the Mallory Lainhart Memorial Scholarship Fund for students who plan to major in the healthcare field. The family hopes the recipients will one day save the life of a child, or perhaps even find a cure for heart defects.

Promote a healthy lifestyle. Teach teamwork. Develop leadership skills. Learn about good sportsmanship. Encourage a focus on edu‐cation. These are all goals of the Scott County Youth Football League, and with their funding of the Scott County Youth Football League Scholarship, they have taken their support of education one step further. “The League wants to encourage every player to con‐tinue their education,” said a volunteer. The scholarship is awarded to graduating seniors in good standing with the League.


Grants to the Community Each year, we invite charitable organizations to submit applications for grants from our unrestricted and field‐of‐interest funds during our Community Grants Program. This year we awarded about $67,000 for charitable projects in Scott County. In addition, we awarded over $58,000 from our donor‐advised, designated, and pass‐through funds.

Hundreds of students were able to participate in 4‐H projects in the classroom, including these students in Mrs. Doriot’s class at Scottsburg Middle School. The grant to Scott County 4‐H was made possible from our unrestricted funds.

Austin Middle School students Matt Bryant, Dylan Campbell, Shawn Sizemore, Shawn Mobley, Isaiah Burnett and Caleb Tutterow in Lee Anne Hahn’s class show the appliances purchased through a grant from our unrestricted funds. The stove, refrigerator, washer and dryer allows the students to learn about daily living skills. This will enable them to be better prepared for the work force and increase their independence.

Board members L.L. Lowry and Connie Kenninger awarded a grant to Ishmael White of the Austin High School Alumni Association. The grant is from the AHS Alumni Education Fund and supports scholarships and educational efforts of the alumni association.

Scott County Sheriff Dan McClain shows a Mobile Data Terminal, which is used during the course of traffic, crash and criminal investigations. The device increases an officer’s independence when on patrol, improves safety and saves time. The Sheriff’s Department received a grant from our unrestricted funds to purchase three terminals.

Melanie Foster, presi‐dent of the Humane Society of Scott County, received a grant from board member Dan Slattery. The funds were used for medical care, spaying and neu‐tering of cats and dogs at the animal shelter. The grant was made possible from the Dr. William and Diann Scott Memorial Donor Advised Fund.

2011 Annual Report

“Bigs” and “Littles” discuss the rules for meeting with their new friends through the Big Brothers Big Sisters school‐based mentoring program. BBBS received grants from our unrestricted funds to purchase a laptop and fund group activities.

Volunteers Virginia Wormley, Becky Thomas and Sara Campbell pack backpacks for Blessings in a Backpack, which provides food for children every weekend during the school year. The organization received a grant from our unrestricted funds.

Board member Adam Gibson presents a grant to Austin High School Academic Bowl Coordina‐tor Euleda Turner. Earnings from the AHS Academic Team Fund assist the team with expenses in hosting and attending invitationals.

Scott County Community Clearinghouse Executive Director Nelson Spaulding accepts a grant from Board Chairman Joe Wolf. The grant came from the Scott County Indigent Care Fund, and helps provide food and housing assistance.

Scottsburg Lions Club member Scott Murphy pre‐sented a grant to National Youth Advocate Program Regional Director Amanda Davidson. The grant was made possible from the Scottsburg Lions Club/D.Q. Reid Memorial Fund. NYAP licenses foster homes, parenting services and uses positive, adult role models to provide advocate services to foster children.

Johnson Elementary students helped clean up and revitalize their nature trail with a grant from the Sunnyside Reunion Memorial Fund.

Students were provided with free preschool services at Lexington Good Faith Preschool, making them better prepared for kindergar‐ten. The grant was made possible from our unrestricted funds.


2011 Lilly Endowment Community Scholar

Lilly Scholars receive 4‐year scholarships for tuition expenses plus $800 for books and related expenses. The committee had many talented students apply this year, and one was chosen. Chad Jones, a graduate of Scottsburg High School, is attending Rose‐Hulman Institute of Technology where he is majoring in computer engineering. The value of his scholarship is worth $165,725. Lilly Endowment has awarded 30 scholarships through the Scott County Community Foundation since 1998.

2011 Scholarships Over $42,000 was awarded to local students through our scholarship funds.

♦ Alice and Gerald Miner Memorial Scholarship: $2,000 awarded to Mary Elizabeth Stivers

♦ Carol L. Pettit Scholarship: $250 awarded to Laura Rogers

♦ Christie Crafton Memorial Scholarship: $250 awarded to Laura Rogers

♦ Dale McNeely Memorial Scholarship: $10,000 awarded to Jordyn Croasdell

♦ Epply Shields Memorial Scholarship: $2,982 awarded to Laura Rogers

♦ Greater Scott County Chamber of Commerce: $500 awarded to Lindsey Kilburn and $500 awarded to Sarah Hutton

♦ Lilly Scholar Endowment Fund: $325 awarded to Melissa “Brooke” Stollings, $325 awarded to Jordyn Croasdell

♦ Mallory Lainhart Memorial Scholarship: $250 awarded to Lindsey Kilburn, $250 awarded to Jordyn Croasdell

♦ Mary Elizabeth‐Virgil S. Miller Memorial Scholarship: $1,000 awarded to Leah Brown, $1,000 awarded to Kristofer Kermanshahi

♦ Robert G. Comer Memorial Scholarship: $500 awarded to Katie Burch

♦ Scott County Youth Football League Scholarship: $1,000 awarded to Alexander Haas

♦ Scott Memorial Hospital Guild Brunton‐Mumford Memorial Scholarship: $5,000 awarded to Melissa “Brooke” Stollings, $5,000 awarded to Shonita Fink

♦ Scott Memorial Hospital IUS Scholarship: $3,000 awarded to Kelley Dwyer

♦ Scott Memorial Hospital Ivy Tech Scholarship: $1,500 awarded to Jessica Konkler

♦ Shelley Comer Akers Memorial Scholarship: $500 awarded to Katie Burch

♦ Timothy Michael Wolf Memorial Scholarship: $5,000 awarded to Meghan Sandlin

♦ Walter S. and Clarice (White) Bridgewater Memorial Scholarship: $1,000 awarded to Logan Wells

“Being halfway through my second quarter at Rose‐Hulman Institute of Technology, I could not imagine being anywhere else! Rose‐Hulman has stimulated and challenged me more than I ever have, and I love it. I love the small atmosphere of Rose‐Hulman, how every professor knows who you are and how you’re doing and continues to help you even after you’re done with their class. The students here are very close, as we find ourselves in need of the help of each other to learn and grow as scientists and engineers. All in all, Rose‐Hulman is a family, a family that I am so grateful to have the opportunity to be a part of, thanks to the support of the Lilly Endowment and my community. I have found that I love the career choice that I have chosen for myself. Computer Engi‐neering and Computer Science is such an expanding field that there is no limit to the op‐portunities available to me. With 100% of the Rose‐Hulman students in my field being of‐fered at least one or more careers right out of college, I’ll already be on my way to career success, and eventually creating my own startup company. I’d like to say thank you so much to everyone in our community for the continued sup‐port, and to the Lilly Endowment for allowing me to have the greatest possible education!”

2011 Annual Report

Scott County Youth Grantmaking Council Mission: “Improving the lives of children of Scott County by providing them a voice in philanthropy”

Highlights of the year from the YGC include: ♦ Awarded $1,900 to the community for

youth‐related projects ♦ Hosted our second Southern Indiana Youth

Conference ♦ Participated in several community service

projects, including shopping for a child and senior citizen from the angel trees, volun‐teering at the Kids First auction, stocking shelves at the Clearinghouse, ringing bells, participating in Big Brothers Big Sisters Bowl for Kids Sake, spring cleaning at the Scott County Heritage Center and Museum, cleaning up Lake Iola for United Way’s an‐nual Day of Caring, stuffing backpacks for children in foster care, collecting items for the Clearinghouse, collecting stuffed ani‐mals for newborns and children at Scott Memorial Hospital and Kids Place, and helping the Theater Group set tables for their play

♦ Produced a pet care video for the Humane Society

♦ Attended the state Youth Philanthropy Initiative of Indiana conference

♦ Conducted several fundraisers, including a golf scramble and the annual tennis open, earning over $5,000

♦ Received 2011 Scottsburg Mayor’s Good Neighbor Award in the youth category


2011 Donors Ace Carpet & Flooring Adkins Family Foundation Kevin and Carla Akers (Kara, Alissa, Treves, Noelle, Wesley and Lilly) Kyle and Shelley Akers Anonymous Donors Ron and Jeannie Atkins Kenneth and Paula Baldwin Bethany Ann Barker Nolan and Beverly Barger Lee and Jacqueline Benham Roger and Shelby Boley Scott and Shannon Borden Donald and Beatrice Boswell Steve and Charlotte Boswell Howard and Kim Bowen Elke Bridge Gladys Bridgewater Jack Bridgewater Real Estate Dr. Walter C. Bridgewater Buchanan Funeral Home Phyllis Calvin Centra Credit Union Estelle Chandler Judith Chandler Everitt and Carolyn Chasteen Mr. and Mrs. William Chick Dave and Bonnie Church City of Austin City of Scottsburg Colleen Coleman Donald R. Collins Sr. Family Collins Funeral Home Billy and Mary Beth Comer Jerry and Barbara Comer Ronald and Carolyn Comer Russ, Bonnie, Evan and Adam Comer Ruth Ann Comer Elmer and Aggie Couch John and Herminia Cox Phil and Judy Cox Beverly Crowell Joe and JoAnn Dailey Dan and Karen Davis Theodore and Norma Davisson Andrew and Paula Deemer Jan and Julie Deemer Marvin and Mildred Devers Downing Optometrist Roger and Mary Jo Duvall Connie Eaton Sue Eckrote Carl H. Elliott

Debbie Ellis Emma Ellis Ken Ellis Daniel Evans Jon and Anne V.R. Evans J.W. Fansler Donna Faris Robert and Margie Fawver Terry and Marsha Fewell Fewell Monument Finley Township Fire Dept. James and Donna Fleming, and Katie Delp Laura Fribley Eric and Diane Graham Brent and Joyce Gray Greater Scott County Chamber of Commerce members Scott and Sheri Haas Randy and Lori Hancock Judith Kaye Hanson John Hardin Jan Hardy, Scottsburg Clerk‐ Treasurer Warren (Dale) and Betty Harrison William and Naomi Henderson Joe and Betty Hendricks Dale and Rosemarie Hobbs Home Helpers Pastor Jim and Carol Hoppus John and Marsha Howser Patrick and Shannon Howser and family Rachel Howser ILPEA Industries Henry and Anna Jentzen Janet Johnson Terry D. Johnson Diane E. Judd Bob and Connie Kenninger Dick and Paula Kern Col. Eusebio C. Kho, M.D., F.A.C.S. David and Jennifer Kipper Kiwanis Club of Scottsburg Sandra Knauer Brandon and Bethany Knight Stephen and Susan Knowles Family and Friends of Mallory Lainhart Patricia Larr John D. Lind L.K.S. Rose, Inc. & Bloomington Trail General Store; Lucky and

Karen Rose Hazel Lowry Living Trust L.L. and Juanita Lowry Matt Martin Robert and Bonnie Martin James and Patricia McClain Hugh and Jacqueline McGannon Eileen R. McGuire Yvonne McGuire Martha McNeely Living Trust Robin L. Meadows Paul Meagher Medical Arts Pharmacy Candy Meyer Michael E. Miner, M.D., Ph.D. James Moon Marvin and Clara Marie Moon Jason and Shannon Mount and Family Morgan Foods Clifford D. and Sue E. Nay Philip S. Newton New Washington State Bank Lois Nolan Carey Ornstein Joseph L. Payne, P.C. Marlene, John, Kennett, and Deborah Payne Peacock Crop Insurance Agency, Inc. David and Connie Pearce Verle and Doris Pearcy Steve and Judy Pettit Jeff and Julie Petty and family Phi Beta Psi Sorority, Theta Alpha Chapter Lt. Col. Matthew and Lynda Phillips Pioneer Hi‐Bred International, Inc. Mr. and Mrs. Dennis Prior and Sons and Family Sadie Pruett Wilburn and Barbara Pulliam Timothy and Deanna Railing Scott and Patricia Richey Ryan and Rebecca Rigel Betty and Jeff Robbins R.J. Robbins/Valley Vista Farms Gene and Vada Rogers Richard and Marjorie Roseberry Don and Clara Ross Saegesser Engineering

Mr. and Mrs. H. Edmund Schisler Scott County Auto Center Scott County Farm Bureau Scott County Knights of Columbus 8052 Scott County Moose Lodge #2324 Scott County Partnership Scott County State Bank Scott County Youth Football League Scott County Youth Grant‐ making Council members Scott Memorial Hospital Board of Trustees and Employees Scottsburg Family Healthcare Scottsburg Lions Club Scottsburg United Methodist Church Rhonda Seaton Eisa Jr. and Stephanie Shunnara Daniel and Mary Lou Slattery Joe and Denise Smith Ray Douglas Stamper Carol L. Stead Ruth Ann Steeb‐Long James and Dana Stephens Sunnyside School Alumni Sunshine House Health Food Store T & T Excavating & Paving, LLC, and Scottsburg Rental The Taylor Family Jeremy and Jaime Toppe The Turner Family Clara Turner and family John and Reva Turner United Way of Scott County Parke and Nina Vehslage Wal‐Mart Distribution Center Rosa Watts Brady and Julia Wells Doug and Joyce Welsh Evan and Christa West Jim and Heather White Russ and Ellen Wilson James and Sarah Withers Joe and Becky Wolf Elloree Wolka Jeneice Zollman

* All gifts were donated between October 1, 2011 and September 30, 2012.

Financial Statements SEPTEMBER 30, 2011 AND 2010 **

ASSETS

2011 2010

Cash and cash equivalents $ 81,077 $ 72,318 Certificates of deposit 40,019 54,991 Investments 5,228,543 5,462,056 Contributions receivable 154,290 158,041 Property and equipment, net 143,261 157,260 Restricted investments 222,366 236,050 $ 5,869,556 $ 6,140,716

LIABILITIES AND NET ASSETS

Liabilities 2011 2010 Accounts payable and accrued expenses $ 1,686 $ 1,789 Custodial funds 222,366 236,050 Total liabilities 224,052 237,839 Net assets Unrestricted: Operating $ 218,647 $ 198,508 Board designated 216,239 238,705 Total unrestricted net assets 434,886 437,213 Temporarily restricted 4,949,648 5,204,694 Permanently restricted 260,970 260,970 Total net assets 5,645,504 5,902,877 $ 5,869,556 $ 6,140,716 ** A complete audit report is available upon request.

2011 Annual Report

Clara Adkins Phil Bundy Sandy Burns Susan Carter Bob Cathcart Dwight Cham‐berlain Keith Colbert Don Collins Sr. Russ Comer Jeff Cox Buzzy Dobbins Donna Faris

Berley Goodin Eric Graham David Graham Mike Guthrie Bill Hoagland Dale Hobbs Scott Howser James Kleopfer Melinda Lowry Bob McAdams John Morgan Sarah Morgan Clifford Nay

Karen Payne James Peacock Verle Pearcy Timothy Railing Marty Randall Tracy Reardon Jean Robbins Steve Rumple Carol St. Clair Ivan Wells Dennis Wilson Becky Wolf

Executive Committee Joe Wolf, Chair; Lynda Phillips, Dan Slattery, Syd Whitlock Finance & Investment Committee Syd Whitlock, Chair; Shannon Borden, advisor, Adam Gibson, L.L. Lowry, Matt Oberlies, Dan Slattery, Joe Wolf Governance Committee Connie Kenninger, Chair; Adam Gibson, Randy Hancock, Jason Mount, Steve Rumple, Becky Wolf

Grants Committee Hank Jentzen, Chair; Adam Gibson, Randy Hancock, Dale Hobbs, Connie Kenninger, Karen Payne, Lee Anna Willett Scholarship Committee Marsha Howser, Chair; Sandy Burns, Barb Caudill, Dale Hobbs, Steve Meyer, Mary Pendergrass, Lynda Phillips, Dan Slattery, Mary Jo West, Sheilah Williams

2010‐2011 Board of Directors & Staff

Past Board Members

Joe Wolf, Chairman

Lynda Phillips, Vice‐Chairman Dan Slattery, Secretary

Syd Whitlock, Treasurer

Mary Buchanan Adam Gibson Randy Hancock Marsha Howser Hank Jentzen

Connie Kenninger L.L. Lowry Jason Mount Matt Oberlies

Staff

Jaime Toppe, Executive Director

Charlotte Boswell, Chief Financial Officer

Patricia Bacala

Intern

Evan Comer Intern

Natalie Owens Intern

2010‐2011 Committees Our committees are comprised of volunteers from our Board of Directors

and the community at large.

Memorials and Tributes

Donors have the choice of memorializing and honoring loved ones with a contribution to the Foundation. All gifts are also recorded on our online registry.

In Memory Of:

Betty Boley Wilmer “Bubby” Bon‐

sett Robert G. Comer

Vinton and Ruth Cox Mallory Lainhart Hazel Lowry

Ella Maude‐McCulloch Alice and Gerald Miner

Miles K. Mumford Ruth Pettit

Robert Kirk Young

In Honor Of:

Hank Jentzen L.L. Lowry’s retirement Ivy Martin’s 90th birth‐

day Phil Martin

Joe Robbins and Chris Rode‐Robbins

SCOTT COUNTY COMMUNITY FOUNDATION

P.O. Box 25 60 North Main Street

Scottsburg, Indiana 47170 Phone: (812) 752‐2057 Fax: (812) 752‐9257

Email: [email protected] Website: www.scottcountyfoundation.org

www.facebook.com/ScottCountyCommunityFoundation www.facebook.com/ScottCountyYGC

Mission The mission of Scott County Community Foundation is to be a leader in attracting, managing and focusing the philanthropic resources which meet the community needs and enrich the quality of life for all citizens of Scott County.

2011 Annual Report - Scott County Community Foundation · There are several advantages of...

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