Annual Report 2009 - GuideStar

MCCF 2009 Annual Report p. 1

Annual Report 2009


The major events of 2009 that occurred on the national scene touched every corner of our country. As citizens, we witnessed an historic inauguration of a new President, watched the implementation of an

unprecedented federal economic stimulus program, and suffered through the huge loss of jobs and high unemployment. Our national conversations centered on the economy, health care and military commitments. It was an up and down year on the national scene and one that could be labeled as truly distinctive.

For the Marshall County Community Foundation, 2009 was also distinctive in many good ways. Certainly, a highlight was achieving a long-sought recognition for compliance with National Standards for U.S. Community Foundations. This accomplishment gives assurance to our fund holders that MCCF is guided by sound policies and accountability practices. MCCF is in a strong position to continue building capacity and further carrying out our mission of benefiting people in Marshall County. In fact, MCCF received a grant from the Lilly Foundation in 2009 for the specific purpose of sustaining resource development (SRD).

We began working on the implementation of the SRD plan during 2009. Some accomplishments included streamlining the field of interest options for donors, convening a town hall meeting to hear from community leaders, and hiring a new staff member who will focus on building new assets for the foundation. Please read about our new Vice President for Development, Joseph K. Goepfrich, on page 15. In addition, the Board of Directors has been reviewing policies and adopting updates where necessary to modernize MCCF operations.

Another trend experienced in 2009 was the return of growth in foundation assets. Although the grants we award still feel the affect of last year’s investment market, the net value of our assets continues to climb toward levels that existed prior to 2008.

An organization like MCCF cannot operate well without the on-going support and involvement of many people. We are blessed to have an active Board of Directors, involved committee members and volunteer advocates in addition to a dedicated and hard working staff. And MCCF grant recipients are extremely grateful for the funds they receive, which are transformed into amazing results. Read more about the grants we awarded in 2009 on page 12. As I think about all of these people and their involvement with MCCF, I am reminded of the quote from John Wesley, “Do all the good you can, by all the means you can, in all the ways you can, in all the places you can, at all the times you can, to all the people you can, as long as ever you can.”

The 2009 annual report is one of several methods we use to communicate information about MCCF activities. We are pleased to share it and extend a deep sense of gratitude to the people of Marshall County. Our promise is to always maintain the trust you have placed in your community foundation.

A Distinctive Year

Sincerely,

President and CEO


National Standards were developed

in 2000 by a group of community

foundation practitioners to serve as a

roadmap for legal, ethical, and effective

practices within a philanthropic

environment increasingly affected by

technology, competition for donors,

and political and media scrutiny.

National Standards for U.S. Community

Foundations are philanthropy's most

rigorous and were adopted by the

Community Foundation Leadership

Team of the Council on Foundations

in late 2000. Since then, hundreds of

community foundations of all sizes,

ages, and locations have committed

to operational excellence. There

are approximately 700 community

foundations in the United States.

The State of Indiana has more

community foundations than any

other state in the country with

every county served by at least one

community foundation. The Marshall

County Community Foundation

(MCCF) became the 72nd community

foundation in Indiana to achieve

compliance and can now display the

official National Standards Seal that

denotes the achievement. Almost all

community foundations in Indiana

(90%) are currently in compliance with

National Standards.

The MCCF board of directors decided

to pursue the National Standards

endorsement in the fall of 2007. "After

more than a year and a half of extensive

work the Foundation was recognized

in compliance," said Tammy Houin, past

chairman of the board of directors.

"We are very pleased to announce this

achievement to our donors and our

community," added Sarah Smith, asset

development committee chair.

Mission, Structure, and Governance, including standards defining board accountability, compensation, indepen-dence, fiduciary responsibility and representation of the community.

Resource Development, including parameters for administration of funds, disclosures to donors and commitment to building long-term resources for varied community issues and causes.

Stewardship and Accountability, covering prudent investment and management of funds, transparent record-keeping, use of funds for their intended purpose, annual audits and public availability of financial information, including standards related to due diligence and community responsiveness.

Grant making and Community Leadership, including standards related to broad and open grant making programs, due diligence and responsiveness to changing community needs.

Donor Relations, encompassing guidelines for informing, educating and involving donors in responding to community needs.

Communications, including openness to public scrutiny and frequent communication about activities and finances.

National Standards were designed to demonstrate transparency and financial responsibility. In addition, they also guide

governing boards to adopt sound policies and practices and help build capacity of the community foundations to

carry out their missions. A total of forty-three (43) standards address six key areas of community foundation operations:

Confirmed in Compliance with the National Standards for U.S. Community Foundations

National Recognition

NATIONALSTANDARDSSM

The Marshall County Community Foundation received recognition for compliance with National Standards for U.S. Community Foundations by the Council on Foundations in 2009.


Marshall County Community FoundationEndowment FundsARTS AND CULTURE Established By Provides Support forAntiquarian & Historical Society Endowment Fund Antiquarian & Historical Society Preserve History of Culver

Culver-Union Township Public Library Culver-Union Township Public Library Library Improvements

Charles and Gretchen Kimble Fund Mr. and Mrs. Charles Kimble Support WNIT Public Television

Marshall County Historical Society Fund Marshall County Historical Society Operations

Plymouth Arts Commission Fund Ms. Gladys M. Umbaugh Funding for the Arts

Plymouth Public Library Fund Ms. Gladys M. Umbaugh Purchase Books for Plymouth Library

Marcia Price Art Fund Mr. Robert A. Price Funding for Heartland Artists

Dustin Lee Ronk Memorial Fund Mr. and Mrs. Rodney Ronk Purchase Books for Libraries

William S. & Mary A. Young Arts Fund Mrs. Mary A. Young Support Young’s Amphitheatre at Centennial Park

COMMUNITY DEVELOPMENT Established By Provides Support forBremen Insulated Wire Fund Bremen Insulated Wire MCCF Operations

CAPE Endowment Fund CAPE Grant Support Heart & Hands, Crossroads Academy and Ancilla Child Care Program

Katherine E. Garn Cemetery Fund Mr. John McFarlin Cemetery Maintenance

Habitat for Humanity Habitat for Humanity of Marshall County Operations

Ines M. Humbert Memorial Fund Humbert Estate Union Township Cemetery Maintenance

MCCF Endowment Fund Marshall County Community Foundation, Inc. Grants to the Community

Marshall County Humane Society, Inc. Marshall County Humane Society Operations

Marion McCormack Memorial Mr. Brian McCormack Support Culver Projects

John A. and May Newman Family Fund Mrs. Helen Samuelson Zion Cemetery Maintenance

Mary C. Perkins Ms. Mary C. Perkins Support Marshall County Community Foundation

City of Plymouth Fund City of Plymouth Town Improvements

Helen & Robert Samuelson Family Fund Mrs. Helen Samuelson Swedish Cemetery Maintenance

United Way of Marshall County Endowment Fund United Way Board of Directors Operations

Margaret Ellen Widmar Memorial Fund Mr. and Mrs. Greg Miller Support Bremen Projects

DONOR ADVISED FUNDS Established By Provides Support forJane Bidwell Fund Mr. and Mrs. Dave Gibson Charities of Choice

Glenn & Janellyn Borden Family Fund Mr. and Mrs. Glenn Borden Charities of Choice

Gibson Family Fund Mr. and Mrs. Dave Gibson Charities of Choice

Gooch Family Fund Mr. and Mrs. Dwayne Gooch Charities of Choice

Robert & Leona Gottschalk Fund Ms. Linda Vialard Charities of Choice

Tom and Joan Gunterman Fund Mrs. Joan Gunterman Charities of Choice

James Henderson Unrestricted Endowment Fund Mr. and Mrs. James Henderson Charities of Choice

Laramore Family Fund Mr. William Laramore Charities of Choice

Leman Gift Fund Marshall County Community Foundation, Inc. Support Marshall County Community Foundation

Lopp Family Fund Dr. Vance Lopp Charities of Choice

Vance F. and Deborah A. Lopp Fund Dr. Vance Lopp Charities of Choice

G G McMillen Fund Mrs. Mary Lovig Charities of Choice

Missman Family Fund Mr. and Mrs. Everett Missman Charities of Choice

Olivine Shaw Fund Gibson Foundation, Inc. Charities of Choice

Trone Family Fund Mr. and Mrs. Peter Trone Charities of Choice


Community Hospital of Bremen

Marshall County Boy’s & Girl’s Club

Boy Scouts

ENVIRONMENT Established By Provides Support forJane’s Park Endowment Mrs. Mary Hoover Jane’s Park Maintenance

Plymouth Park and Recreation Department Fund Ms. Gladys M. Umbaugh Plymouth Parks Maintenance

Potawatomi Park Fund Wayne and Betty Bessinger Operations

Ray L. Price Memorial Fund Mr. Robert A. Price Price’s Park Maintenance

DeVota Schramm Memorial Fund Mr. and Mrs. Charles W. Schramm Bremen Park Maintenance

VanGilder Trust Fund Mr Frank VanGilder Plymouth Parks Maintenance

Ralph C. Vonnegut, Jr. Fund Mr. Ralph Vonnegut Lake Maxinkuckee Projects

FAITH BASED Established By Provides Support forCecil and Berniece Burket Mission Fund Dr. and Mrs. Cecil Burket First United Church of Christ Bremen Mission Program

Wanda J. Falconbury Memorial Fund Ms. Beverly Falconbury Support First Church of Christ Plymouth

First United Church of Christ, Bremen Indiana Fund First United Church of Christ, Bremen Mission Work

First United Methodist Church Endowment Fund First United Methodist Church Operations

Guild Family Fund Mrs. Judy Guild First United Methodist Church Plymouth Projects and Programs

Melba L. Reese Memorial Fund Mrs. Melba Reese Tyner United Methodist Church Women’s Organization

Trinity United Methodist Mission Scholarship Mr. and Mrs. Lester Read Church Mission Scholarship

Umbaugh-Garro Fund Ms. Gladys M. Umbaugh Calgary Evangelical Luthern Church Projects

HEALTH AND HUMAN SERVICES Established By Provides Support forArgos Lions “We Serve” Fund Argos Lions Club Argos Community Needs

Center for Hospice & Palliative Care, Inc. Center for Hospice & Palliative Care Aid and assist those in need in their final days

Community Hospital of Bremen Fund Community Hospital of Bremen Hospital Improvements

Richard and Ernestine Edel Endowment Fund Mrs. Ernestine I. Edel Support Community Hospital of Bremen and First United Church of Christ Bremen

Ernestine Kelley Fund Mrs. Ernestine Kelley Support Community Hospital of Bremen

Marshall-Starke Develepment Center, Inc. Marshall-Starke Development Center, Inc. Development and Programs

Michiana Benevolent Society, Inc. Michiana Benevolent Society, Inc. Operations

Plymouth Kiwanis Club, Inc. Crippled Children’s Fund Plymouth Kiwanis Club Kiwanis Camp for Youth

Saint Joseph Community Health Fund Saint Joseph Care Foundation Support Saint Joseph Regional Medical Center-Plymouth

YOUTH AND FAMILY Established By Provides Support forBoy Scouts of America, LaSalle Council Fund LaSalle Council, Boy Scouts of America Needs for the Boy Scouts

First United Methodist Church of Bourbon/Bashor Home Fund Mr. and Mrs. Will Erwin Support for Bashor Home

Friends of the Culver Youth Center Fund Mr. and Mrs. Elwood H. Hillis Support the Culver Boys and Girls Club

Kenneth & Ruth Gilbert Family Fund Mrs. Ruth Gilbert Bremen Volunteer Firemen Christmas Help for Needy Children

Wilma and Nelson Leman Athletic Endowment Fund Mrs. Wilma Leman Bremen High School Athletic Department

James H. Neu Fund Mrs. Mary K. Neu Support Boys and Girls Club of Marshall County


EDUCATION-SCHOLARSHIPS Established By Provides Support forMichael Charles Albert Scholarship Fund Mr. and Mrs. William L. Albert John Glenn High School Graduate Scholarship

Ancilla College-Ruth and Lawrence Castaldi Scholarship Fund Ancilla College Ancilla College Scholarship

Argos Dollars for Scholars Argos Dollars for Scholars Argos High School Graduate Scholarship

Argos High School Class of 1957 Scholarship Fund Mr. Warren J. Davis and Mr. Larry Castleman Argos High School Graduate Scholarship

Argos Lions Club Scholarship Argos Lions Club Argos High School Graduate Scholarship

Jim Blount Memorial Fund Mrs. Pat Blount LaVille High School Graduate Scholarship

Bourbon High School Alumni Association Scholarship Fund Bourbon High School Alumni Triton High School Graduate Scholarship

Otis R. Bowen, M.D. Fund Dr. and Mrs. Otis R. Bowen Bremen High School Graduate Scholarship

Bremen Dollars for Scholars Bremen Dollars for Scholars Bremen High School Graduate Scholarship

Bremen High School Alumni Scholarship Fund Bremen High School Alumni Bremen High School Graduate Scholarship

Bremen Kiwanis Scholarship Fund Bremen Kiwanis Club Bremen High School Graduate Scholarship

Bremen Masonic Lodge/Eastern Star Endowment Mr. John Graverson Bremen High School Graduate Scholarship

Bremen School Board Scholarship Fund Bremen School Board of Trustees Bremen High School Graduate Scholarship

Dr. C. James Callahan Veterinary Student Scholarship Fund Dr. and Mrs. Edward L. Sommers Purdue Veterinary Student Scholarship

Jill Carpenter Memorial Fund Mr. Jack Carpenter Triton High School Graduate Scholarship

Jo Ellen Castleman/Hull Scholarship Fund Mr. and Mrs. Rex Castleman Argos High School Graduate Scholarship

Kenny & Nancy Chapman Scholarship Fund Mr. and Mrs. Kenneth J. Chapman John Glenn High School Graduate Scholarship

Nathan Collins Memorial Scholarship Fund Mr. and Mrs. Ralph Mason Triton High School Graduate Attending Purdue Scholarship

Community Academic Rewards for Excellence Endowment Fund Community Academic Rewards for Excellence LaVille High School Graduate Scholarship

Nilas Cretcher Memorial Scholarship Fund Mr. and Mrs. Will Erwin Triton High School Graduate Scholarship

Culver Alumni & Community Scholarship Fund Culver Kiwanis Culver High School Graduate Scholarship

Culver Building Trades Endowment Culver Building Trades Corporation Culver High School Graduate Scholarship

The Culver Community Schools Staff Scholarship Fund Culver Community School Corporation Culver High School Graduate Scholarship

Culver Tri Kappa Scholarship Fund Culver Tri Kappa Culver High School Graduate Building Trades Program Scholarship

Culver Young Farmers Agricultural Scholarship Fund Culver Rough and Hilly Young Farmers Culver High School Graduate Agriculture Scholarship

Frank DeSantis Endowment Fund Mr. and Mrs. Frank DeSantis Bremen High School Graduate Scholarship

Dieckmann Jac Cen Del High School Dollars for Scholars Mr. and Mrs. Thomas E. Stiles Jac-Cen-Del High School Graduate Scholarship

David (Davy) G. Dunkin Memorial Fund Bremen Dollars for Scholars Bremen High School Graduate Scholarship

Max and Lois Edmonds Scholarship Fund Mr and Mrs. Rickey K. Edmonds Argos High School Graduate Scholarship

Todd W. Edwards Memorial Scholarship Fund Mrs. Ruth Edwards Plymouth High School Graduate Scholarship

Farmers Mutual Insurance Company Scholarship Fund/John Ruff Farmers Mutual Insurance Company Scholarship for a Child of a Customer

Russell and Audry Feldman Memorial Scholarship Fund Anonymous Triton High School Graduate Scholarship

Mary Ellen Winquist Franklin and Joe Franklin Scholarship Fund Mr. and Mrs. Joseph Franklin Plymouth High School Graduate Scholarship

Katherine E. Garn Scholarship Fund Mr. John McFarlin Plymouth High School Graduate Scholarship

Christina Gibbs Memorial Fund Mr. and Mrs. Glenn Borden Plymouth High School Graduate Scholarship

Walter A. Glaub/Marshall County Industrial Association Sch. Fund Marshall County Industrial Association Scholarship for a Marshall County High School Senior

GLO Scholarship Fund Mrs. Lucile M. Overmyer Culver High School Graduate Scholarship

Golden Girls Scholarship Fund Marshall County Community Foundation, Inc. Bremen High School Graduate Scholarship

Audrey Grossman Memorial Scholarship Fund Mr. and Mrs. Will Erwin Triton High School Graduate Scholarship

Dr. J. Kent Guild Memorial Scholarship Fund Mr. and Mrs. Will Erwin and Mrs. Sarah Smith Plymouth High School Graduate Athletic Scholarship

Ryan M. Heintzelman Scholarship Fund Bremen Dollars for Scholars Bremen High School Graduate Scholarship

Helen G. and Gerald M. Hess Scholarship Fund Mr. and Mrs. Gerald Hess Argos High School Graduate Scholarship

Timothy J. Hochstetler Memorial Scholarship Fund Mr. and Mrs. Mark Engle Plymouth High School Graduate Athletic Scholarship

Sanford O. Jacox Memorial Scholarship Fund Ms. Helen Jacox Plymouth High School Graduate Scholarship

Nancy Jaynes Memorial Scholarship Fund Mr. and Mrs. David Jaynes Plymouth High School Graduate Scholarship

Stephen P. Jeffirs Scholarship Fund Plymouth Community School Corporation Plymouth High School Graduate Scholarship

The Margot and Merlin Jones Scholarship Fund Mr. Merlin K. Jones Scholarship for a Marshall County High School Senior

Endowment FundsEducation Scholarships


EDUCATION-SCHOLARSHIPS Established By Provides Support forJordan Family Scholarship Fund Mr. and Mrs. Jack E. Jordan Bremen High School Graduate Scholarship

Ivan Kelley Family Scholarship Fund Mr. Marc Kelley Bremen High School Graduate Scholarship

Dean & Gretchen Kimble Music Scholarship Fund Mr. and Mrs. Dean Kimble Bremen High School Graduate Music Scholarship

Robert E. and Helen L. Kirkley Memorial Scholarship Mrs. Helen Kirkley Plymouth High School Graduate Scholarship

Vera R. Klinedinst Memorial Scholarship Fund Mrs. Mary E. Hission John Glenn High School Graduate Scholarship

Jack Kochert Memorial Scholarship Fund Mr. and Mrs. John Kochert Triton High School Graduate Scholarship

Roger Laramore Memorial Scholarship Fund Mr. and Mrs. Ted Chittum Knox High School Graduate Scholarship

Leadership Marshall County Fund Mr. and Mrs. Will Erwin Scholarships for Leadership Marshall County

Kitty Lockridge and the Class of 1967 Scholarship Fund Ms. Rhea J. Lockridge Plymouth High School Graduate Scholarship

Dan Koontz Memorial Fund Bremen Dollars for Scholars Bremen High School Graduate Scholarship

R. B. Krueger Memorial Scholarship Fund Mr. Joel S. Krueger Culver High School Graduate Scholarship

The Robert Warner Kurtz Memorial Scholarship Fund Culver Community School Corporation Culver High School Graduate Scholarship

Greg LaFree Endowment Fund Mr. and Mrs. Greg Miller Bremen High School Graduate Scholarship

Lapaz Lions Club Scholarship Lapaz Lions Club LaVille High School Graduate Scholarship

Ella M. Leeper Scholarship Fund Leeper Trust Argos High School Graduate Scholarship

J. Ward and Margaret M. Leeper Scholarship Dr. and Mrs. Richard Leeper & Mrs. Margaret Leeper Argos High School Graduate Scholarship

John and Ruby Leman Scholarship Fund Bremen Dollars for Scholars Bremen High School Graduate Scholarship

John R. Manring Memorial Scholarship Fund Mrs. Mary L. Manring LaVille High School Graduate Scholarship

Rue Dee Marker Memorial Scholarship Ms. Kimberly K. Taylor Bremen High School Graduate Scholarship

Marohn Family Fund Mr. and Mrs. Don Marohn Marshall County Graduate Attending Trade School

Marshall County 4-H Council Memorial Scholarship Fund Marshall County 4-H Council Scholarship for a Marshall County 4H-er

Marshall County Horse and Pony Scholarship Fund Marshall County Horse and Pony Scholarship for a Marshall County Senior in Horse & Pony

Ray Martin Memorial Fund Mr. and Mrs. Joe Martin Bremen High School Graduate Scholarship

Lewis and Neva Mason Scholarship Fund Mr. and Mrs. Lewis Mason Triton High School Graduate Scholarship

Herman and Florence Mattix Scholarship Fund Mattix Estate Plymouth High School Graduate Scholarship

Mattix Scholarship Fund Mattix Estate Plymouth High School Graduate Scholarships

SGM Jeffrey McLochlin Memorial Scholarship Fund Marshall County Community Foundation, Inc. Scholarship for a relative of the Plymouth Police Department

Crystal M. Metsker Scholarship Fund Ta Ki Kwa Council of Camp Fire, Inc. Plymouth High School Graduate Scholarship

Alberta Middaugh Memorial Scholarship Ms. Jean Wallace and Mr. Steven Middaugh Argos High School Graduate Scholarship

Harold D. Miller Memorial Scholarship Mrs. Donnabelle Miller Triton High School Graduate Scholarship

Dorothy Irene Mitchell Memorial Nursing Scholarship Fund Ms. Marjorie Ann Baker Culver High School Graduate Nursing Scholarship

Matthew J. Morris Scholarship Fund Mr. and Mrs. James Morris John Glenn High School Graduate Scholarship

Mt. Pleasant Church of the Brethren Scholarship Fund Mt. Pleasant Church of the Brethren Scholarship for a member of congregation attending a Brethren College

Marian and Stephen Wayne Munn Agriculture Scholarship Fund Ms. Marian Munn Plymouth High School Graduate Agriculture Scholarship

LaVille High School, Lakeville

Argos High School, Argos


Endowment FundsEDUCATION-SCHOLARSHIPS Established By Provides Support forStephen Wayne and Marian Munn Agriculture Scholarship Fund Ms. Marian Munn John Glenn High School Graduate Agriculture Scholarship

Fred Nierste Scholarship Fund Mrs. Carolyn Nierste Bremen High School Graduate Scholarship

Ogden Fund Plymouth Community School Corporation Plymouth High School Graduate Scholarship

Sally Overmyer Memorial Scholarship Mr. and Mrs. Lance Overmyer Culver High School Graduate Scholarship

Palbykin Award Mr. and Mrs. Don Palbykin Plymouth High School Graduate Scholarship

Chad Edward Pearson Memorial Scholarship Fund Mr. and Mrs. Larry G. Pearson Mishawaka High School Graduate Scholarship

Jean Pfieffer Memorial Fund Bremen Dollars for Scholars Bremen High School Graduate Scholarship

Wayne G. Pippenger M. D. & Gladys Pippenger

RN Nursing Scholarship Fund William , Richard, Charles and Roger Pippenger Scholarship for an Ancilla College Nursing Student

Plymouth Athletic Boosters Scholarship Fund Plymouth Athletic Booster Club Plymouth High School Graduate Scholarship

Plymouth Building Trades, Inc. Fund Plymouth Building Trades Plymouth High School Graduate Scholarship

Plymouth Community School Corporation Scholarship Fund Plymouth Community School Corporation Plymouth High School Graduate Scholarship

Plymouth Fireman’s Memorial Scholarship Fund Plymouth Fire & EMS Department Plymouth High School Graduate of a Plymouth Fireman Scholarship

P.H.S. Business Scholarship Fund Plymouth High School Plymouth High School Graduate Scholarship

Plymouth Optimist Club, Inc. Scholarship Fund Optimist Club of Plymouth, Inc. Plymouth High School Graduate Scholarships

Plymouth Rotary Endowment Fund Plymouth Rotary Club Plymouth High School Graduate Scholarship

Purdue Club of Marshall County, Inc. Scholarship Fund Purdue Club of Marshall County Scholarship for a Marshall County Senior Attending Purdue

Marianne Ransdell Memorial Scholarship Fund Mrs. Lisa Hartman and Ms. Catherine Reinhold Culver High School Graduate Scholarship

Read Wrestling Scholarship Fund Mr. and Mrs. James Read Plymouth High School Graduate Wrestling Scholarship

D. Neil Rettinger Memorial Scholarship Mr. and Mrs. Donald Rettinger Triton High School Graduate Scholarship

Ritter Family Memorial Scholarship Ms. Miriam G. Ritter Bremen High School Graduate Scholarship

Eunice Schrimsher Memorial Scholarship Fund Schrimsher Family Culver High School Graduate Scholarship

Clarence and Bonnie Shaffer Scholarship Fund Trinity United Methodist Church Scholarship for Trinity United Member Studying Ministry or Music

Julia Yockey Shakes Memorial Scholarship Fund Julia Yockey Shakes Trust Plymouth High School Graduate Scholarship

Ruth Shanks Memorial Scholarship Fund Ms. Madge Davis Culver High School Graduate Scholarship

William E. Shemberger Music Scholarship Mrs. Marybelle Henry Plymouth High School Graduate Music Scholarship

Jane Sieg Stillson Memorial Fund Dr. and Mrs. Tod Stillson Bremen High School Graduate Scholarship

Bill and Barbara Snyder Memorial Scholarship Mr. William Snyder Culver High School Graduate Scholarship

Jake Spaid Memorial Fund Bremen Dollars for Scholars Bremen High School Graduate Scholarship

Education Scholarships

Plymouth High School, Plymouth

Marshall County 4H Member


Ancilla College, Donaldson

Culver Summer Schools & Camps , Culver

EDUCATION-SCHOLARSHIPS Established By Provides Support forMadison and Elizabeth Stephenson Scholarship Fund Mrs. Elizabeth Knoth Argos High School Graduate Scholarship

Stouder Scholarship Fund Mr. and Mrs.Will Erwin Triton High School Graduate Scholarship

J. O. Thompson Memorial Scholarship Mrs. Lida Norris Argos High School Graduate Scholarship

3 C’s Scholarship Fund Mr. and Mrs. Ron Zeltwanger Bremen High School Graduate Scholarship

Zane and Zoie Triplet Memorial Scholarship Fund Mr. and Mrs. Tony Triplet LaVille High School Graduate Scholarship

Triton Education Foundation Fund Triton High School Triton High School Graduate Scholarship

Quincy A. Troup 40 Scholarship Fund Mr. and Mrs. Roland Mason Bremen High School Graduate Scholarship

Julia P. Trowbridge Fund Mr. Victor Stockman Plymouth High School Graduate Scholarship

Herschell and Gladys Umbaugh Scholarship Fund Ms. Gladys M. Umbaugh Scholarship for Concordia Theological Ministries

Ryan Unsicker Memorial Scholarship Fund Mr. and Mrs. Jeff Unsicker Bremen High School Graduate Scholarship

Leon R. Verhaeghe Vocational Agriculture Memorial Scholarship Mrs. Linda Verhaeghe John Glenn High School Graduate Agriculture Scholarship

The Nicholas Vogeler Memorial Scholarship Fund Mr. and Mrs. Timothy Vogeler Bremen High School Graduate Scholarship

Linda Weaver Memorial Fund Mrs. Marilyn Weaver Bremen High School Graduate Scholarship

Robert and Helen Widmar Scholarship Fund Mr. Douglas Miller Bremen High School Graduate Scholarship

Tony and Mary Wood Scholarship Fund Mr. and Mrs. Will Erwin Heart and Hands Graduate Attending Ancilla College

James H. Wysong Scholarship Fund Argos Dollars for Scholars Argos High School Graduate Scholarship

EDUCATION-SPECIAL INTEREST Established By Provides Support forAncilla College Fund Ancilla College Benefit Ancilla College

Ancilla College Lewis Erwin Memorial Fund Mr. and Mrs. Will Erwin Benefit Ancilla College

Family Foundation Fund Family Foundations, Inc. Support Marriage & Counseling Groups

Elwood H. & Carol H. Hillis Charitable Fund Mr. and Mrs. Elwood H. Hillis Benefit Ancilla College

The Holy Family Foundation Fund Holy Family Foundation for Catholic Education Catholic Education

Wilma S. Leman Franklin College Fund Mrs. Wilma Leman Benefit Franklin College

Marshall County Friends of Culver Mr. and Mrs. Elwood H. Hillis Aid for Culver Summer Schools & Camps

Marshall Farmers Mutual Insurance Company Scholarship Fund Mr. Matthew A. Benedict Field Trips for Marshall County Schools

St. Michael’s Catholic Church Tuition Assistance Fund St. Michael’s Catholic Church St. Michael’s Elementary School Tuition

2009 New FundsChad Edward Pearson Memorial Scholarship FundIn 1994, Chad Pearson was a student at

Indiana University South Bend (IUSB) who was

studying in London when he was struck by a

car and killed. Chad’s parents, Larry and Glenda

Pearson, were understandably filled with grief

at the loss of their only child at such a youthful

age. But their painful journey of grief led them

to a determination that others would be

helped and that Chad would be remembered

in a special way.

Beginning in 1996, volunteers and friends

worked with Larry and Glenda to establish a

scholarship fund in memory of Chad at IUSB. A

small but successful fundraising event that first

year raised enough to begin the scholarship and the goal of

attaining at least $100,000 over time for that particular fund

was set. The group of volunteers continued to meet and

came up with the idea of holding a dinner-dance-auction

on Valentine’s Day. After years of determination, planning

and holding the annual Valentine’s event, the scholarship

goal was met!

Fast forward to 2009. Valentine’s Day found Chad’s parents

and the group of dedicated volunteers holding the “Chad

E. Pearson Valentine’s Dinner, Dance and Silent Auction” at

the FOP Lodge in Mishawaka, Indiana. As in the past, Chad’s

mother autographed her

book, “But Should the Angels

Call for Him: A Mother’s

Journey Through Grief

and Discovery” for those in

attendance who wished to

purchase it. But this time,

net proceeds from the

event were used to fund an

endowed scholarship for

a Mishawaka High School

student (Chad’s alma mater)

with the Marshall County

Community Foundation.

In all respects, the 2009 event was a huge success and the

tradition will continue in 2010 to create yet another fund at

MCCF in Chad’s memory that will benefit the Knute Rockne

Memorial Kiwanis Club scholarship program.

Naturally, some people might ask, “So how did the Marshall

County Community Foundation receive the Chad Edward

Pearson Memorial Scholarship Fund endowment?” The

answer - personal relationships. Glenda Pearson and Jennifer

Maddox (MCCF President and CEO) met for the first time in

1996. Soon after, Jennifer found herself in a role that she

has held for over 10 years – the annual Pearson scholarship

event chair! Similarly, Larry and Jennifer worked together

through their respective employment connections in the

1990’s. Larry thought there may be an opportunity for the

scholarship fund to grow. In fact, there are multiple levels

of personal relationships in this story and putting the

connections together led to the endowment fund being

established at MCCF.

The tragic event that took place in 1994 cannot be erased.

But Glenda and Larry’s original hope that others would be

helped is being met. The scholarship funds at IUSB and

MCCF came from personal relationships established years

ago and the dedication of many caring volunteers.

Chad E. Pearson1972-1994


United Way of Marshall County Endowment Fund


Right: United Way of Marshall County Board of Directors President Rick Kreps welcomes guests to the 2009 campaign celebration event.

2009 Campaign Chair Francis Ellert (left) and MCCF VP for Development Joe Goepfrich (far right) congratulates the staff of the United Way of Marshall County for achieving the Largest Per Capita Giver honor at the campaign celebration. (United Way staff second from left: Lyn Ward, Jayne Gibson, Jennifer Maddox and Deb Pfledderer.)

United Wayof Marshall County, Inc.

Our local United Way agency has a unique relationship with the people who work and volunteer for the Marshall County Community Foundation. While both the United Way and MCCF have separate boards and are separate legal entities, they do share staff, office location and, in some instances, daily work and volunteer efforts to meet the goals of both organizations. So the establishment of a new endowment fund in 2009 at MCCF that benefits the United Way of Marshall County is of particular interest because it helps solidify an organizational model that is found nowhere else in the country. But as the saying goes, there is a story behind the story.

It began when the matching gift program known as the Generations Initiative for Not-for-Profits (see story on page 14) was approved by the MCCF Board of Directors. Designed to get not-for-profit organizations thinking about the benefits of having an endowment and the support it could provide for future needs, the initiative sparked the interest of the United Way Board.

The mission of the United Way of Marshall County is to improve lives in Marshall County by mobilizing the caring power of our community. Most people are familiar with the annual United Way campaign through their employer or through personal contributions. Dollars are raised and distributed annually to agencies in Marshall County serving the health and human services needs for thousands of people. Local dollars help local people.

With the offer of matching funds, the United Way Board of Directors decided the time was right to take some of their funds already held in reserve (i.e., not from current annual campaign dollars) and invest them in an endowment. Their action provided an immediate and substantial increase in the value of the reserve and put it to use for the future benefit of others. Now, the United Way will receive a yearly distribution from the endowment at MCCF to supplement the generosity of those who donate to the United Way annual campaign.

This new endowment is a classic example of a win-win situation. MCCF serves its mission when endowment funds are created to benefit the people of Marshall County. The United Way serves its purpose when more funds are made available to help those who are most in need. Both objectives have been met. Over time, United Way will see the entire value of their original investment returned as annual distributions are made from the new MCCF endowment. And, United Way will still have a permanent endowment in place at MCCF to serve future generations.

Simply by taking advantage of a matching gift opportunity, an already exceptional collaboration between MCCF and the United Way has been strengthened and will produce even greater results in the future. Positive impact - that’s the real story behind the story.


General Endowment Grants

February 2009 Grants Awarded

August 2009 Grants Awarded

RECIPIENT PROjECT AMOUNTAncilla College Purchase a human patient simulator for the nursing program $10,000.00Boys and Girls Club Expansion of program into Bremen $5,000.00Encore Performing Arts Underwrite two performances of Music in the Park series $2,000.00Friends of Hoosier Gun Swingers Purchase clay targets for national champions $300.00Heart and Hands Purchase six laptop computers $3,100.00J.E.S.S.E. Funding for adult supervisor to assist children with disabilities in summer activities program $3,000.00Leadership Marshall County Leadership program $2,500.00Marshall County Historical Society Purchase tables, chairs and office furniture for the renovated museum $3,000.00Marshall County Neighborhood Center Remodel east half of building for food pantry $10,000.00Marshall County Neighborhood Center Purchase three computers $4,400.00Matchette Senior Center Purchase DVD, TV and cart $1,000.00Poor Handmaids of Jesus Christ Promote the classical choral The Gloria - Mozart's Requiem $3,000.00Triton School Corporation Learning materials for library $1,000.00Youth Leadership Marshall County Develop a youth leadership program in Marshall County $1,700.00 Total February General Endowment Grants $50,000.00

RECIPIENT PROjECT AMOUNTAlzheimer and Dementia Services Funding assistance for Marshall County support to caregivers $500.00Argos Jr/Sr High School Purchase equipment for a program that simulates taking care of babies $1,642.00Bourbon Volunteer Fire Dept Replace thermal imaging camera $9,000.00LifePlex Supplies for health risk reduction education $1,500.00Marshall County Council on Aging Wages to pay drivers for direct transportation $10,000.00Marshall County Healthy Living Educate families on child health issues at health fairs $3,900.00Marshall County Historical Society Purchase bookcase, hutch and filing cabinets for the renovated museum $1,500.00Northern Indiana Tourism Development Commission Create the Northern Indiana Art and Earth Trail $1,000.00Plymouth Adult Basic Education Operating costs to assist with ESL classes $1,500.00Salvation Army Emergency assistance program ($1k each to Culver, Plymouth and Bremen) $3,000.00Triton Elementary Furnish the parent involvement center $1,500.00Turning Point Housing Purchase three computers $1,000.00United Way of Marshall County Matching money for collaborative grant $1,500.00Women's Care Center Purchase car seats, air conditioner, Bremen office equipment for Crib Club $10,800.00 Total August General Endowment Grants $48,342.00


1991 - 2009 GENERAL ENDOWMENT GRANTS

Argos . . . . . . . . . . . . . . . . .3.0% . . . . . . . . . . . $71,458.75Bourbon . . . . . . . . . . . . . .5.3% . . . . . . . . . . $127,504.00Bremen . . . . . . . . . . . . . 10.2% . . . . . . . . . . $248,586.13Culver. . . . . . . . . . . . . . . . 8.8 % . . . . . . . . . . $212,150.00Donaldson. . . . . . . . . . . . .4.2% . . . . . . . . . . $101,292.80LaPaz . . . . . . . . . . . . . . . . .2.3% . . . . . . . . . . . $54,797.00Plymouth . . . . . . . . . . . . .8.8% . . . . . . . . . . $215,679.60Tippecanoe . . . . . . . . . . . .3.0% . . . . . . . . . . . $72,402.00Walkerton . . . . . . . . . . . . .0.2% . . . . . . . . . . . . $5,600.00Marshall County . . . . . . 54.2% . . . . . . . . $1,311,660.00

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . **$2,421,130.28Note: Percentages have been rounded

Distributions are actual dollar amounts paid in a given year.

Grants are amounts pledged to specific agencies in specific years.

Some pledged grants may have distributions that are paid over

several years. As a result, distributions paid and grants pledged

are reported as separate data because they are not identical for

any given year. An example can be seen on this page: *$2,306,970

general endowment distributions compared to **$2,421,130 general

endowment grants. Specific information is available upon request at

the MCCF offices about distributions in each category for each year.

Distributions to Marshall County

DESIGNATED GENERAL TOTAL FUNDS ENDOWMENT DISTRIBUTIONS

2009 $611,281.00 $79,394.00 $690,675.002008 $401,487.00 $326,859.00 $728,346.002007 $489,923.00 $375,932.00 $865,855.002006 $411,102.00 $210,487.00 $621,589.002005 $469,793.00 $267,454.00 $737,247.002004 $737,849.00 $159,860.00 $897,709.002003 $457,497.00 $166,765.00 $624,262.002002 $638,230.00 $187,971.00 $826,201.002001 $550,140.00 $150,845.00 $700,985.002000 $296,108.00 $109,905.00 $406,013.001999 $231,771.00 $102,772.00 $334,542.001998 $136,949.00 $93,820.00 $230,769.001997 $92,218.00 $45,406.00 $137,624.001996 $31,147.00 $19,500.00 $50,647.001995 $42,020.00 $10,000.00 $52,020.001994 $99,670.00 $0.00 $99,670.001993 $71,200.00 $0.00 $71,200.001992 $0.00 $0.00 $0.001991 $0.00 $0.00 $0.00 Total $5,768,384.00 *$2,306,970.00 $8,075,354.00

$10,000.00

$9,000.00

$8,000.00

$7,000.00

$6,000.00

$5,000.00

$4,000.00

$3,000.00

$2,000.00

$1,000.00

$0.00

Total Distributions Designated Endowments General Endowments

’91 ’92 ’93 ’94 ’95 ’96 ’97 ’98 ’99 ’00 ’01 ’02 ’03 ’04 ’05 ’06 ’07 ’08 ’09

Designated funds include payments from all scholarship funds,

donor advised funds, specific endowment funds, field of interest

funds, and non-permanent funds.

The MCCF Board of Directors makes every effort to assure that general

endowment grants are equitably awarded and geographically balanced.


Generations InitiativeThe Marshall County

Community Foundation

(MCCF) is pleased to

announce a matching gift

opportunity that allows

existing and new not-for-profit agency endowment fund

holders the opportunity to provide substantial benefits

for future generations.

New gifts contributed above a $5,000 initial investment to

an existing or new MCCF permanent agency endowment

fund for the benefit of a 501(c)(3) organization will receive

a match of fifty-cents for every dollar contributed from

the MCCF not-for-profit Generations Initiative. Up to

$20,000 in new gifts above the minimum required per

not-for-profit agency endowment fund qualifies for the

matching program.

MCCF will provide a maximum of $100,000 of matching

funds for the not-for-profit Generations Initiative and will

award all matches on a first come, first served basis through

June 30, 2010 or until the remaining available funds are

expended. Individuals and not-for-profit organizations are

strongly encouraged to take advantage of this opportunity

to add to existing or create new agency endowment funds

through MCCF.

The Generations Initiative applies only to permanent not-

for-profit agency endowment funds with MCCF that benefit

501(c)(3) organizations. Non-permanent not-for-profit

Not-for-Profit matching gift opportunity for Marshall County

agency funds may convert to a permanent not-for-profit

agency endowment fund and realize the match on all new

gifts except for the initial $5,000. Contributions made during

one calendar quarter will be matched on the first business

day of the next calendar quarter.

Here is just one example of how the Generations Initiative works:

Initial contribution to agency permanent endowment fund . . . . . . . . . . . (not matched) $5,000

Additional contributions to same agency endowment fund . . . . . . . . . . (qualifies for match) $20,000

Total of agency endowment fund contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $25,000

Add Generations Initiative Matching Funds . . . . . . . $10,000

New Total of Permanent Agency Endowment Fund . . . . . . . . . . . . . . . . . . . . . . . . $35,000

For more information contact:

Mr. Joseph K. Goepfrich, CFRE

Vice President for Development

Marshall County Community Foundation

(574) 935-5159 l [email protected]

www.marshallcountycf.org

The current annual report, IRS Form 990, and public information items such as an annual audit report, fees charges, spending policy, and investment manager information for the Marshall County Community Foundation, Inc. are available to all interested individuals. Copies of documents may be requested by writing, calling, faxing, or visiting the MCCF offices. Electronic copies of the annual report and the IRS form 990 are available on our website www.marshallcountycf.org. Please use the contact information at right when requesting copies of documents.

Reports Available

Ms. jayne GibsonVice President for OperationsMarshall County Community Foundation, Inc.2701 N. Michigan St., Plymouth, Indiana 46563Tel (574) 935-5159 l Fax (574) 936-8040

Marshall County Community Foundation, Inc.

Policy Concerning Charges and Fees

MCCF has two types of fee charges based on whether the fund is a (1) permanent asset of the Foundation, or

(2) money that merely “passes through” the Foundation. Fees are debited quarterly in arrears. Fees will be

prorated whenever the funds are not held the entire quarter.These funds are permanent assets of the Foundation and only the income is distributed. The annual fee is 1%

on the first $500,000.00, .05% on the next $500,000.00 and .025% on the balance. The fee will be assessed

on the market value balances as of March 31, June 30, September 30 and December 31.

1. Designated Endowment Funds are established by a single donor or by an agency.

Contributions may be made to the fund by others. Net annual earnings are distributed to the

designated beneficiary institution.2. Field of Interest Endowment Funds are established by an individual or an organization and are

open to contributions by others. Net annual earnings will be distributed by MCCF for

programs and activities outlined by the agreement.

3. Advised Endowment Funds are established by donors who wish to participate in the

distribution decision by making recommendations to the MCCF Board of Trustees.

Additions may be made to the funds as dictated by the donor. Only net annual earnings are

distributed.

These funds are only temporarily a part of the Foundation. These funds may be given to the Foundation for

redistribution when certain conditions are met. Or, as a convenience to the donors, the Foundation may

agree to receive securities, sell them and distribute the net proceeds to beneficiaries designated at the time of

the gift. They may be given by individuals, organizations, or corporations. The annual fee for these funds is

2% of deposits. An exception can be made if the donor agrees to waive the interest earned on these funds.

These funds incur no Foundation administrative charge during the term of the life interest(s). The bank

administrative charge is paid from the principal of the fund. Upon the expiration of the life interest(s), the

funds become an endowment of the MCCF and charges applicable at that time to other endowments shall

apply.

Notwithstanding the above, the minimum charge made against each type of fund shall be $100.00 annually.

Any out-of-pocket expenditure by MCCF from a donation will be charged against the earnings of that

donation, in addition to charges set forth above.

Endowment Funds (Permanent):

Non-Endowment Funds (Temporary):

Life Income Fund:

Minimum Account Fee:

MCCF 2009 Annual Report _ p. 1

Annual Report 2009


YeAR ASSeTS

1991 $0.00

1992 $119,416.20

1993 $350,261.00

1994 $468,860.00

1995 $774,530.00

1996 $2,225,113.00

1997 $5,985,873.00

1998 $9,733,506.00

1999 $13,037,122.00

2000 $16,846,413.00

2001 $14,250,680.00

2002 $16,194,185.00

2003 $19,951,883.00

2004 $20,689,698.00

2005 $21,905,910.00

2006 $24,276,339.00

2007 $25,785,097.87

2008 $18,421,569.13

2009 $21,976,223.39

Marshall County Community Foundation Assets

Joseph K. Goepfrich, CFRE joined the staff of the Marshall County Community

Foundation as Vice President for Development in November 2009. He previously

held the position of Vice Chancellor for Advancement at Purdue University North

Central and has worked in the fundraising profession for over twenty years. As an

active member of the Association of Fundraising Professionals (AFP), Joe is the

current President of the AFP Indiana Northwest Chapter, has served as Diversity

Chair for AFP International, and is a founding member, former President and

former Board member of the AFP Indiana Michiana Chapter. Joe has also been

active in volunteer work, with previous service at the Boys & Girls Club of Michigan

City as a Board Member and Treasurer, the La Porte County Symphony Orchestra

as a Board Member and Treasurer, and the Rotary Club of La Porte as a past

President and Board Member. He earned an Associate of Arts degree from Holy

Cross Junior College, a B.S. in Business from Indiana University in Bloomington

and an MS in Business Administration from

Indiana University South Bend. Joe has held the

Certified Fund Raising Executive (CFRE) credential

since 2001. As Vice President for Development at

MCCF, Joe will concentrate efforts on increasing

community foundation assets through outright

gifts, planned giving and marketing so that,

ultimately, the amount of grant dollars returned

to benefit local communities doubles over

the next ten years.

MCCF Vice President for Development


History. Health care. Church. Over many years, these three areas

have had significant meaning in the

life of longtime Bourbon resident

Elizabeth Snider “Libby” Marshall. A

daughter of ministers who played the

organ for many years during church

services, she later became a nurse and

worked in Indianapolis, South Bend,

and then for a long period in the

intensive care unit of the Plymouth

hospital. She and her late husband

resided together for years in the

historic Shakes House built in 1883

and were active community members,

studying the history of Bourbon and

the surrounding area.

After Libby’s husband and sister

passed away, she began to think

about her estate plans. “I discovered

that I had no trustee. My banks had all

changed ownership or were no longer

offering trust services like in the past,”

said Libby. So, a close friend suggested

she consider the Marshall County

Community Foundation as a way to

accomplish her wishes.

And that is exactly what Libby has

done. With the advice of her attorney,

Libby has a specific plan in place for

her estate. Naturally, some of it will

go to relatives and friends and some

will go directly to charities that are

important to her. Libby has also made

arrangements for a portion to go

to the Marshall County Community

Foundation to support in perpetuity

those charities that are her passion.

Libby and her late husband resided together for years

in this historic Shakes House built in 1883.

If you are interested in

learning how the Marshall

County Community

Foundation can help you

achieve your philanthropic

passion through your

estate plans, contact our

office at (574) 935-5159.

Libby is enjoying life with her beloved

dog, Cindy, at her side while friends

and family learn from her years of

wisdom and wit. “I want people to

know what my estate plans are so that

there is no question about my wishes,”

says Libby. Truly, that’s a bit of wisdom

that can benefit everyone.

Libby Marshall

Leave a Lasting Legacy

Below: Longtime Bourbon resident Elizabeth Snider “Libby“ Marshall at home with her beloved dog Cindy.

A Plan for Giving


Over the past fifty years, American citizens worked hard and their collective effort resulted

in the accumulation of wealth as

never before experienced in the

history of our country. Now we are at

the beginning of a new age, where

wealth is being transferred from one

generation to the next. One study

suggests that throughout the county

over $40 trillion will pass into new

ownership over the next five decades.

Here in Indiana the estimate is that

$412 billion will change hands, with

over $420 million being transferred

to a new generation in Marshall

County over the next ten years.

Imagine what would happen if some

of the wealth transfer were invested

in a permanent fund at the Marshall

County Community Foundation. Just

5% would create nearly a $21 million

increase in endowment funds and

that could generate nearly $1 million

annually for grants to better the lives

of Marshall County residents.

Of course, the large numbers are

staggering and some people might

think they have no role to play in

making it happen. The truth is that

everyone can make a difference by

An Opportunity for Marshall County

making a gift provision in their will for

the community foundation, even if it

is just a small amount. Doing so will

create a legacy of lasting impact, one

that will benefit thousands of people

in generations yet to come.

Those who are interested in learning

more may contact the Marshall County

Community Foundation to receive a

free copy of our wills guide Planning

for the Future.

The Transfer of Wealth

Do you know where your will is?Contact the Marshall County Community Foundation to receive:

l A free copy of our wills guide “Planning for the Future” l Our eNewsletter with financial planning newsl Or to talk with someone about creating a valid will

Tel: (574) 935-5159 / e-mail: [email protected]

This handy guide is a useful place to gather the important information needed for having a discussion with your attorney and financial planner about personal estate plans. As those conversations take place, please remember to include a gift provision for the Marshall County Community Foundation to support the causes most important to you.

A Guide to Planning Your Will & Trust

Front L - R: Nancy Nabholz, Community Hospital of Bremen; Carolyn Kline, Retired; Janet Houin, Self Employed; Jill Olson, Gibson Insurance Group; Nicole Clemons, 1st Source Bank; Carol Anders, Pilot News; Lee Jaeger, community citizen; Hildegard Kraft , Community Hospital of Bremen; Carolyn Saft, Ancilla College.

Leadership Marshall County, a joint program of MCCF and the United Way of Marshall County, is designed to identify, motivate and develop community leaders through education and skill development involving sessions taught by currently established leaders in Marshall County government, education, economic development, arts, agriculture, health and human services, and criminal justice. Since the first class in 1995, LMC has trained over 250 community leaders.

Identifying Motivating DevelopingCommunity Leaders

2009 Leadership Marshall County Class XIV

“I was totally unaware of the

wonderful opportunities our

community has to offer. LMC

doesn’t open doors for people, but rather opens our eyes. It is from that

perspective that I have been able to see my vision of my organization

grow as well help to develop a vision for future leaders within

our county.” — Michael Dunn, LMC Class XIII

“From my experience, Leadership Marshall County is a fun,

fast and effective way to learn about your community,

whether you are a lifelong resident or have recently

relocated to Marshall County. The class provides opportunities for

building leadership skills, developing and maximizing your individual strengths, meeting

other leaders and community-oriented people, and discovering how you can best

serve your community.” — Louise Mason, LMC Class XIII

Back L - R: Jefferson Hankins, National City Bank; Keith Hammonds, City of Plymouth; Paul Murasko, DePuy; Reid Gault, Plymouth Commmunity Schools; Chad Hutsell, Plymouth Country Club; Carl Hilling, Triton School Corporation; John Kelley III, CMA. Not Pictured: Carrie Cadwell, Cadwell Psychological Services and Jeff Kutch, Culver Academies.


Edward Myles Pinder2009 Culver Community H. S. GraduateAttends Butler UniversityMajoring in Biology

Eric Carl Zeltwanger2009 Bremen High School GraduateAttends the University of Notre DameMajoring in Engineering

Class of ’03 and ’04: Where are they now?

Lilly Scholars

Year Student’s Name, High School

1998 Josh Georgen, Plymouth

1999 Kathryn Anderson, Bremen

1999 Kristy Robinson, Argos

2000 Katie Remenih, Plymouth

2000 Tim Conrad, LaVille

2001 Jessica Pinder, Culver Community

2001 Mellinda Poor, Plymouth

2001 Rebecca Martin, Plymouth

2002 Adam Haste, Argos

2002 Gretchen Heiden, Plymouth

2002 Nona Hollenbaugh, Plymouth

2003 Sarah Benczik, Trinity School

2003 Lindsey Huber, Bremen

2003 David Hochstetler, Bremen

2004 Lauren Remenih, Culver Academies

2004 Tyler Langdon, Plymouth

2004 Anne Banfich, Culver Academies

2005 Taryn Holt, Plymouth

2005 Ryan Pickell, Plymouth

2006 Brittany Cook, Triton

2006 Marie Sanchez, Plymouth

2007 Heidi Keiser, Plymouth

2007 Kristen Malone, Bremen

2008 Katy Day, Plymouth

2008 Renee Zeltwanger, Bremen

The MCCF has administered the Lilly

Endowment Community Scholarship

Program since 1998. Selected

students receive a full, four-year

scholarship plus an $800 stipend for

required books and equipment. The

number of scholarships available is

based upon county size/population.

Over the last twelve years the Lilly

Endowment has made available

over $3 million dollars to Marshall

County’s Lilly Scholars!

William Tyler Langdon2008 Graduate, University of

Notre Dame; Bachelor of Business

Administration, Management in

Entrepreneurship. Pursuing Acting

and Business interests,

Los Angeles

Lauren Remenih2008 Graduate,

Butler University

Current job: Marketing

Assistant, Angie’s List,

Indianapolis

Anne Banfich2008 Graduate, Indiana

Univeristy, Bloomington; B.A.

English and Communications

Current job: Assistant,

Special Markets, Penguin Books,

New York, NY

Sarah Benczik2007 Graduate,

Valparaiso University

Enrolled in jD and

Masters of Public

Administration program

at Syracuse Unviersity

David Hochstetler2007 Graduate,

University of Notre Dame

Enrolled in Doctorate

program at

Stanford University

Lindsey Huber

2007 Graduate,

Ball State University

Enrolled in Doctor of

Optometry program at

University of Missouri

2009 Lilly Scholars


BEAM was created by the Marshall

County Community Foundation in the

Spring of 2008. The Lilly Scholarship

Fund provides the means for every

county within the state of Indiana to

send a few students from each county

to any school in Indiana for no cost. For

some years, there were funds left over

from students who did not use the full

amount set aside for their education.

This money was then given back to

each county's community foundation,

to be used towards the youth of the

county. MCCF named their fund the

“Pennies From Heaven Fund”, which

gave birth to the first county-wide

youth philanthropy group in Marshall

County, BEAM. With $60,000 available,

BEAM is dedicated towards making

that money grow, both in size and

benefit to the community.

BEAM started as the idea of Mr. Bruce

Jennings, principal of Bremen High

School. Stasha Dirrim, a Bremen

High School student at the time,

also was involved at the early stages

of development. A committee from

MCCF interviewed sixteen energetic

youth who were seeking to use their

leadership to awaken and utilize one

of the greatest resources our county

possesses: its youth. BEAM's motto,

“The future of Marshall County,

changing the future of Marshall

County”, speaks of the group's

commitment to getting youth excited

about furthering their county into a

better place for all of their neighbors.

In two short years, the BEAMers have

have established themselves as a

genuine not-for-profit organization

with official bylaws as a subset of MCCF.

Today, eighteen youth from each high

school with students living in Marshall

County are members of BEAM. The

youth have quickly set out to raise

funds, with the help of generous

patrons such as MCCF, Mr. John Zeglis

(owner of the Ft. Wayne Mad Ants

basketball team and current MCCF

chairman of the board), and Mr. John

Oliver (President of U.S. Granules Corp.).

BEAM is working towards a future in

Youth leaders in actionMarshall County

Bettering every Aspect of Marshall County (BeAM)

BEAMers shopping at Walmart for $300 of Christmas gifts for a needy family in Culver.

BEAM members in Centennial Park in Plymouth trying to bring awareness of the need to eradicate the invasive Garlic Mustard plant.

Continued on next page


“The future as we see it”

BEAM Continued from page 16

which they may serve Marshall County

in a similar capacity to the MCCF, but

geared towards aiding the youth

to create a brighter community, by

assembling sufficient funds to operate a

self-sustaining organization that awards

grants throughout the county.

While many of BEAM's activities have

been geared toward fund raising,

these teenagers have not neglected

their community in the process. The

BEAMers have traveled throughout

the county doing various service

projects such as helping to build a new

playground in Culver, removing an

invasive plant species from Centennial

Park in Plymouth, and planting and

maintaining a vegetable garden for

senior citizens in Bremen. The group

also raised over $300 for the United Way

campaign by holding a car wash. The

BEAMers are intent upon improving this

county for not only the youth, but for

all who call Marshall County their home.

The next year will see further fund

raising efforts and publicity to make the

community aware of one of its fastest

developing assets. It is the nature of

every BEAMer to explore new, creative

means for bettering Marshall County,

so expect to see BEAM impacting

your town soon! Keep your ears open

and your eyes alert for news on this

ambitious youth philanthropy group

bent on providing a BEAM of light

towards a more united, caring, and

progressive future for Marshall County.

— Nathaniel O’Dell, President of BEAM

John Glenn High School Class of 2010

“My vision for BEAM is that we become a light in this community. Everyone will know that we can,

and we are, making an impact for the better in the community around us.”

— Kelli Jo Stachurski, Junior at Argos High School

“BEAM will be something that is known state-wide. BEAM will be a name that is associated with help,

hope, and dedication throughout the county. I believe that BEAM will truly change Marshall County.”

— Myles Pinder, Senior at Culver High School

“BEAM will be an amazing addition to Marshall County’s youth. With such a group we can work on

changing the way society looks at teens here in Marshall County.” — Peggy Nifong, Senior at Triton High School

“I believe that BEAM is an opportunity for youth to grasp power in their own hands – I know that the light

we give now will shine for generations. Through BEAM, we can and will change the community and the

world positively.” — Shelby Dirrim, Junior at Bremen High School

“My personal vision of BEAM is that fifteen years from now, BEAM will be a name that is recognized in

every household in Marshall County. I’ll know we’ve been successful when the image of BEAM that pops

into the mind of every Marshall County resident is an image of youth serving their community to make

it a better place.” — Nathaniel O’Dell, Junior at John Glenn High School

“I am so excited to be a part of such an amazing team! I think BEAM will truly inspire youth philanthropy

throughout Marshall County. It’s going to be great!” — Anna Rich, Junior at Culver Academies

“BEAM will help the youth of Marshall County take action and make a difference for the future generations

of Marshall County. BEAM will hopefully cause more youth to volunteer and to help others.”

— Linda Cramer, Junior at Laville High School

"My hope for BEAM is that it establishes a connection between the high schools and cities in Marshall

County by building off of an ability that we all share - service. I hope that the members of BEAM can

collaborate to take on some larger service projects while continuing to help Marshall County in smaller

and simpler ways as well." — Andy Langdon, Junior at Plymouth High School

The BEAM charter group at Lake Maxinkuckee in Culver preparing to shine a beam of light across Marshall County. Some of the original BEAM participants are now freshmen in college.


Note: Student quotations made during grade year noted.

Leading tomorrow Learning today...


Youth Leadership Marshall County (YLMC) YLMC is a unique and interactive approach to building leadership

skills in a new generation of young people. Each junior high school

in Marshall County, including parochial schools, may select three

students to participate. Students will be selected at the end of

their 7th-grade year and participate during their 8th-grade year, in

hopes of preparing them for the increased number of leadership

opportunities that come with the high school experience. Selected

students are asked to complete an information form. Each year

finalists will receive confirmation of their selection in May.

YMLC Philosophy Many young people exhibit leadership abilities but never get the

chance to fully realize them. YLMC is unique in that it endeavors

to involve students more accustomed to sitting on the ledge than

diving in feet first. From eliminating participation fees to providing

transportation, the YLMC planning committee hopes to provide the

assistance necessary to allow all selected students an equal chance

to freely participate. By providing leadership tools to a broader

audience today, YLMC hopes to play a part in creating tomorrow’s

Marshall County success stories.

Youth Leadership Marshall County is the result of a community-wide

collaboration and is sponsored jointly by MCCF and the United Way

of Marshall County.

For more information on the Youth Leadership

Marshall County program contact the Marshall

County Community Foundation office at

(574) 935-5159.

Below: YLMC taking part in several team building activities at

Culver Summer Schools & Camps, Culver, Ind.,

September 2009.

YLMC participants representing Argos, Culver, John Glenn, LaVille, Pymouth and Triton schools. Front L - R: Kaylyn Fannon, Brooklyn Kelly, Jordan Green, Howard Borton, Bridget Craft. Back L - R: Trevor Kinney, PJ Thompson, Ritchie Sutch, Kara Koz, Layla Milton, Jasmine Knarr, Dakota Hardin


A Adams Street Ministries, Inc.

Mr. and Mrs. Mark Aker

Ms. Gwen Ambler

American Legion Auxiliary No. 424

Ancilla College

Ancilla Domini Sisters

Mike Anderson Chevrolet

Mike Anderson Chrysler-Dodge-Jeep

Mike Anderson Pontiac-GMC

Mr. and Mrs. Hugo B. Anderson

Mr. and Mrs. Karl Anderson

Mr. and Mrs. Michael C. Anderson

Arrow Services, Inc.

BB & S Distributing, Inc.

B.E.A.M.E.R.S.

Mr. David Baker

Mr. James K. Baker

Baldwin-Miller Financial Advisors

Dr. and Mrs. Don Balka

Ball State University

Mr. and Mrs. John A. Banning

Mr. and Mrs. Scott K. Barger

Mr. and Mrs. John J. Barron II

Mr. and Mrs. Michael E. Bass

Ms. K. Beatty

Mr. and Mrs. James Beckham

Ms. Stephanie Beiswenger

Mr. Christopher R. Berdahl

Berdahl Associates Inc.

Mr. and Mrs. Michael L. Berger

Mr. and Mrs. Dennis Beville

Mr. and Mrs. Scott D. Bibler

Bomarko, Inc.

Mr. and Mrs. James Bonine

Mr. and Mrs. Ralph Booker

Mr. and Mrs. Don Boomershine

Bourbon Family Dentistry

Bourbon High School Alumni

Mr. and Mrs. Richard A. Brantingham

Bremtown Fine Custom Cabinetry

Brenspeed

Mr. Kevin L. Bridgman

Mr. Rex Brock and Mrs. Nancy Brook

Mr. and Mrs. Richard V. Button

Mr. and Mrs. Jack Butts

Mr. and Mrs. Clark H. Byrum

CMr. and Mrs. Gary L. Calhoun

Mrs. Donna Callahan

Mr. and Mrs. James D. Callahan

Ms. Gwen Calvert

Mr. and Mrs. Hunter Carlile

Mr. and Mrs. Richard Cartwright

Centier Bank

Mr. and Mrs. Kenneth J. Chapman

Mr. and Mrs. Brian Chupp

Ms. Kathy J. Clark

Mr. and Mrs. James N. Clevenger

Mr. and Mrs. Joseph R. Clinton

Coca-Cola Bottling Co.

Mr. Kelly Coleman

Mr. and Mrs. Gary J. Collins

Mr. and Mrs. Dean A. Colvin

Mr. and Mrs. Everett Colvin

Mr. and Mrs. Dennis Comeno

Community Hospital of Bremen

Country Auto Center

Mr. and Mrs. Allen J. Cover

Mr. and Mrs. Dale Cox

Mr. and Mrs. James O. Cox

Crossroads Academy

Mr. and Mrs. Duane Culp

Culver Clothiers, Inc.

Culver Coffee Company

Culver Second Century

Culver Storage

Culver Tool & Engineering

Mr. and Mrs. John R. Cunningham

DMr. and Mrs. David DeMoss

Mr. and Mrs. Cory Dennie

Mr. and Mrs. Don F. Dick

Mr. and Mrs. Brian Dietz

Mrs. Geri Dillon

Mr. and Mrs. Robert M. Dixon

Mr. and Mrs. Joseph E. Dotta

Tim Doud Agency, LLC

Mr. and Mrs. Kim A. Dreibelbis

Drive Now Auto Credit Co

Mr. John J. Druzik

Mr. and Mrs. Troy S. Dunlap

EMr. James Easterday

Ms. Sarah K. Easterday

Mr and Mrs. Rickey K. Edmonds

Mr. and Mrs. Brandon Egger

Mr. and Mrs. Robert T. Egger

Embarq

Mr. and Mrs. Mark Engle

Ms. Tresa Enyeart

Mr. and Mrs. Gregory B. Erickson

Ev & Jayne's Irish Inn, Inc.

Execuessential Administrative Services Inc.

FMr. and Mrs. Bradley J. Fackler

Felke Florist, Inc.

Mr. and Mrs. Shawn Ferguson

Ms. Elaine Ferguson

Fernbaughs Jewelers

First Federal Savings & Loan

1st Source Bank

Mr. and Mrs. Kerry Fisher

The Floor Store & More

Mr. and Mrs. Dan Flynn

Mr. and Mrs. Thomas Flynn

Mr. and Mrs. Charles C. Fox

Dr. and Mrs. Lloyd France

Mr. and Mrs. Joseph Franklin

Mr. and Mrs. Tom Franko

Mr. and Mrs. Delbert Fuelling Jr.

GMr. and Mrs. Robert L. Garrison

Mr. and Mrs. David F. George

Gibson Insurance Group

Mr. and Mrs. Dave Gibson

Mr. and Mrs. John Glaub

GMI Group

Mr. and Mrs. Joseph K. Goepfrich

Mr. and Mrs. Matthew J. Goins

Mr. and Mrs. John M. Gough

Mr. and Mrs. Don Green II

Mr. James L. Greenlee

Mrs. Jean E. Greenlee

Mr. C. Perry Griffith Jr.

Mr. Dennis P. Grontkowski

Mr. and Mrs. Fredrick Gross

Mrs. Judy Guild

HH & W Realty

Mr. and Mrs. James O. Hahn

Mr. and Mrs. Ken Hamman

Mr. and Mrs. Matt Harding

Mr. and Mrs. Raymond E. Harness

Mr. and Mrs. Thomas Hartman

Mr. and Mrs. James Harvuot

Ms. Jeanette Harvuot

Heartland Artists, Inc.

Heiden Creative and Company

Mr. and Mrs. Robert Heiden

Mr. and Mrs. Steven Heim

Ms. Sherry L. Hemenway

Mr. and Mrs. David J. Henricks

Mr. and Mrs. Charles Hissong

Mr. and Mrs. Stephen C. Hissong

Mr. and Mrs. Stanley D. Hite

Robert H. Hoenk, CLU, ChFC

Hoffman Quality Graphics

Mr. and Mrs. Joe Holcomb

Mr. and Mrs. Wayne Holdread

Mr. and Mrs. Larry Holloway

Home Acres Building Supply Co.

Hoosier Food Service, Inc.

Hoosier Penn Oil Company

The support of our many individual, corporate and institutional donors makes possible the grants Marshall County Community Foundation returns to our communities. The Honor Roll that follows acknowledges contributions received during 2009.

We extend our sincerest gratitude for the generosity and kindness represented on the pages that follow.

Honor Roll of Donors


HMr. and Mrs. Charles HouinMr. and Mrs. Kevin L. HouinMr. and Mrs. Dustin HouserMrs. Joan K. Hunt

IIndependent Colleges of IndianaIndiana University South BendInterior Finishes Inc.

JMr. and Mrs. Art JacobsMr. and Mrs. James JasiewiczMr. and Mrs. Douglas JeffirsMr. Gregory A. JeffirsMr. and Mrs. Mark E. JeffirsMr. Matthew W. JeffirsMr. Michael J. JeffirsMs. Pamela JeffirsMs. Rita JeffirsMr. Wayne JensenMr. and Mrs. Brian JohnsonJohnson-Danielson Funeral HomeJones, Huff & Jones Attorney-At-LawMr. and Mrs. Terry Jones

KMr. Robert KadlecKappa Kappa Kappa Inc. Beta Delta ChapterMr and Mrs. Brad M. KaserMr. and Mrs. Brent L. KaufmanMs. Kathy KaufmanMr. Thomas P. KearnsMr. and Mrs. Steven A. KeiserMs. Cynthia KellerstrassMr. Roger KellyKeyBankMr. and Mrs. Don KindigMs. Marilyn KingMr. and Mrs. Jack KinneyKiwanis Club of CulverKiwanis Club of PlymouthKnute Rockne Memorial Kiwanis ClubMs. Lori KnappMr. and Mrs. Tom KollarsMr. and Mrs. Brad KolterMr. James Kruyer Sr.Fr. William Kummer

LMs. Julia Lacy

Lake Shore Clinic

Mr. and Mrs. Bill Langdon

Mr. and Mrs. Tom Langdon

Mr. and Mrs. Dennis Large

Leadership Marshall County

Lear Corporation

Mr. Mark Lee

Mr. and Mrs. Louis Lenne

Mr. and Mrs. Victor H. Lewis

Ms. Jeannie J. Lewis-Levett

Lilly Endowment, Inc.

Mr. and Mrs. Robert A. Lingenfelter

Mr. and Mrs. Michael A. Lintner

Ms. Joanna Liverance

Dr. Vance Lopp

Loyal Order of Moose

Ms. Dannette L. Lusk

MMs. Jennifer S. Maddox

Ms. Pam Mahler

Mr. and Mrs. Pino Mancina

Mr. and Mrs. Don Marohn

Marshall County Blueberry Festival

Marshall County Genealogical Society

Marshall County Industrial Association

Marshall County REMC

Marshall County Title, Inc.

Mr. and Mrs. Phillip T. Martin

Mr. and Mrs. Paul M. Martindale

Mr. and Mrs. Ralph Mason

Mr. and Mrs. Russell Mason

Mr. and Mrs. Duane D. Mattix

Mr. Cory B. Mauck

Mr. and Mrs. Samuel A. Maxwell

Dr. and Mrs. Ron May

Mr. and Mrs. S. B. McCallie

Mr. and Mrs. Doug McCartney

McCollough Real Estate

Mr. Kenneth McDermott

Mr. and Mrs. Stanley T. McDowell

Mr. and Mrs. David A. McKee II

Mr. and Mrs. Roger N. McKinney

Ms. Lila Merrick

Mr and Mrs. Thomas Mertens

Mr. and Mrs. Andrew J. Metsker

Michiana Contracting, Inc.

Miller/Norcen Insurance

Mr. and Mrs. V. Richard Miller

Mr. and Mrs. Shaun Miller

Millers Merry Manor

Mishler Spray Service

Moore's Auto Service

Mr. and Mrs. James Morris

Mr. and Mrs. Frederick Morrow

Mr. and Mrs. Alan E. Muller

Mr. and Mrs. Clifford Myers

Mystic Hills Golf Club

NMs. Melissa Neidlinger

Ms. Kimberly J. Nelson

OOfficejoy, LLC

Oliver Ford Lincoln Mercury

Optimist Club of Plymouth, Inc.

The Original Root Beer Stand

Ms. Dorothy Osborn

Ms. Jessica Overmyer

Mr. Lance A. Overmyer

Ms. Lauren Overmyer

Mrs. Lucile M. Overmyer

Mr. and Mrs. Michael L. Overmyer

PMs. Deborah Palmer

Papa's

Mr. and Mrs. Paul Pare

Mr. and Mrs. Brad E. Parkhurst

Mrs. Amy Paton

Mr. and Mrs. Paul Patrick

Mr. and Mrs. Greg Payne

Mr. and Mrs. Kenneth L. Payne

Thomas M. Pedavoli, D.D.S.

Mr. and Mrs. James Phend

Pioneer Auto Sales & Leasing

Pioneer Hi-Bred International, Inc.

Capt. and Mrs. William W. Pippenger

Mr. and Mrs. Dirk L. Pletcher

Dr. and Mrs. Louis Plumlee

Plymouth Community School Corporation

Plymouth Elks Lodge

Plymouth High School

Plymouth High School Class of 1952

Plymouth Products Acquisition, Inc.

Plymouth Wesleyan Church

Ms. Marlene Poor

Mr. and Mrs. David J. Portteus

Precision Wood Products

Mr. and Mrs. Van A. Price

Price's Village Valet Cleaners

Mr. and Mrs. Tim Pulliam

QMr. and Mrs. Don Quinn

RDr. Josephine Randazzo

Mr. and Mrs. Delbert R. Rans

Mr. and Mrs. James Read

Ms. Shelly C. Record

Dr. and Mrs. William Record

Ms. Loralee Reed

Mr. and Mrs. Michael B. Reed

Mr. and Mrs. Hubert Reinhold

Restaurant Operations, Inc.

Mr. and Mrs. Cody A. Rhodes

Dr. and Mrs. James Rimel

Mr. and Mrs. Ryan P. Ripley

Ms. Christa C. Risher

Ms. Lisa A. Rizek

Mrs. Margaret Roahrig

Ms. Ida F. Robertson

Ms. Esther Rodriguez-Thompson

Mr. and Mrs. Jack W. Roose

Mr. and Mrs. Aaron Rovenstine

Mr. and Mrs. Al Rovenstine

Mr. and Mrs. Emil Ruhnow

Ms. Kristi K. Ruiz

Mr. Brent Rychener

SMs. Carolyn Saft

Saint Joseph Regional Medical Center

Ms. Emily E. Sauer

Mr. and Mrs. Clifford Saxton Jr.

Mr. and Mrs. Michael Scheetz

Mr. and Mrs. James Schoonover

Ms. Dominique Schwenk

Ms. Alicia Sellers

Senter for Mayor Committee

Mr. and Mrs. Brad Serf

Honor Roll of Donors


Honor Roll of DonorsMr. and Mrs. Terry L. Thompson

Mr. and Mrs. William W. Thompson

Mr. James Thornburg

Mr. and Mrs. Mark J. Thornburg

Mr. and Mrs. Donald L. Thornton

3C's Scholarship Committee

Mr. and Mrs. Richard Tompos

Mr. and Mrs. Budd Treat

Mr. and Mrs. Tony Triplet

Tyner Alumni Association

UU.S. Granules Corporation

Mr. and Mrs. Mark Umbaugh

Mr. and Mrs. Roger Umbaugh

United Coatings Technologies

University of Notre Dame

The UPS Store

VVan Gilder Funeral Home

Mr. and Mrs. Ren Van Gilder

Mr. and Mrs. E. P. Severns Jr.

Mr. and Mrs. Carl Shaffer

Mr. and Mrs. Ned Shemberger

Mrs. Lillian Sherwood

Simmons Restaurant, Inc.

Mr. William Snyder

Dr. and Mrs. Harry Sponseller

Mr. and Mrs. Richard Stauffer

Stillson Plumbing & Heating

Dr. and Mrs. Tod Stillson

V. E. Stockman Coin Operated Laundries

Mr. and Mrs. John Stone

Mr. and Mrs. Ted Strang

Mr. Samuel W. Stutzman

Mr. Harold Sutton

Dr. and Mrs. Randall Suttor

TTCL Sporting Goods, LLC

Teachers Credit Union

Teegarden/Tyner Polk Township Day

at Lorita, Florida

Mr. John Thieling and Mrs. Patricia A.Thieling

Mr. and Mrs. Samuel B. Van Landingham

Van Paris & Associates Marketing

Vanadco Signs

Mr. and Mrs. Charles Vancza

Ms. Stacy M. VanDerWeele

Ms. Julia VanDeWater-Bailey

Mr. and Mrs. Jon VanVactor

Mr. and Mrs. James Vervynckt

VFW Ladies Auxiliary, Post No. 6919

Joan Volkert

Mr. David A. Vollrath

WMr. and Mrs. William E. Wallace

Ms. Michele L. Walton

Mr. and Mrs. James O. Watson

Mr. and Mrs. Ben Waymouth

Ms. Ruth Weaver

Mr. Jim L. Weirick

Mr. and Mrs. Andrew Westafer

Ms. Ashlee J. Westafer

Ms. Diana Westphal

Mr. and Mrs. Bruce White

Mr. James Wickey

Wildman Uniform and Linen

Ms. Jo Williams

Mr. and Mrs. Rob Wilsey

Mr. and Mrs. Glenn J. Wisnieski

Mr. and Mrs. Brent C. Wood

Mr. and Mrs. Eddie Wright

XX Ray Consultants, Inc.

Xaver Cleaners

YMr. and Mrs. James Yeazel

Mr. and Mrs. Pete Yoder

Yoder's Sports, Inc.

ZZimmer Information Tech. Dept.

Mr. Robert D. Zimmerman

Ms. Betty Zoupelman

We have made every effort to provide a complete and accurate listing of donors. Please accept our sincere apologies if we have made a mistake or omission. If you notice incorrect information, contact the Marshall County Community Foundation at (574) 935-5159 and we will gladly correct our records.

Thanks to the generosity of our donors, we make a positive impact today in the lives

of our future community

leaders.

Marshall County Boy’s & Girls Club on one of their weekly fishing outings.


The Marshall County Community Foundation gratefully acknowledges the donors who have chosen to honor loved ones, friends, and colleagues with memorial gifts in 2009.

Memorial Gifts

Ms. Nancy Jaynes Nancy Jaynes Memorial Scholarship

Mr. and Mrs. Michael E. Bass Mr. and Mrs. Charles Houin Mr. and Mrs. Brent L. Kaufman Ms. Kathy Kaufman Mr. Jack Oliver Mr. and Mrs. Brad Serf Mrs. Beverly Jeffirs St. Michael's Catholic Church Tuition Assistance

Mr. James Baldwin Mr. and Mrs. Scott K. Barger Mrs. Jean E. Greenlee Mr. Larry Holloway Mr. Dustin Houser Mr. and Mrs. Brian Johnson Mr. Kenneth McDermott Mr. and Mrs. James Phend P. H. S. Class of 1952 Ms. Marlene Poor Mrs. Lillian Sherwood Mr. and Mrs. Mark J. Thornburg

Stephen P. Jeffirs Scholarship

Mr. Rex Brock and Mrs. Nancy Brook Mr. and Mrs. James N. Clevenger Mr. and Mrs. Mark E. Jeffirs Mr. Wayne Jensen Mr. and Mrs. Terry Jones Mr. Brent Rychener Mr. James Thornburg Mr. Stephen P. Jeffirs Stephen P. Jeffirs Scholarship

Mr. and Mrs. Douglas Jeffirs Mr. Gregory A. Jeffirs Mr. and Mrs. Mark E. Jeffirs Mr. Michael J. Jeffirs Ms. Pamela Jeffirs Ms. Rita Jeffirs

Ms. Beverly J. Johnston Jill Carpenter Memorial Fund

Ms. Ellen Elliott Mr. and Mrs. Don Kindig Mr. and Mrs. Aaron Rovenstine Mr. and Mrs. Al Rovenstine Mr. Samuel W. Stutzman Ms. Betty Zoupelman Mr. Matthew J. Morris Matthew J. Morris Scholarship

Mr. Rob Althouse Mr. and Mrs. Michael C. Anderson Mr. Mike Anderson Drive Now Auto Credit Co Mr. and Mrs. Brandon Egger Mr. and Mrs. Robert T. Egger Mr. and Mrs. S. B. McCallie Ms. Esther Rodriguez-Thompson Mr. Bill Thompson Mrs. Dorothy Pippenger MCCF Endowment Fund

Dr. and Mrs. Don Balka Zane and Zoie Triplet Zane and Zoie Triplet Memorial Scholarship

Mr. and Mrs. Tony Triplet Mr. Harold VanVactor Plymouth Fireman's Memorial Scholarship

Mr. Ren Van Gilder Mr. and Mrs. Raymond E. Harness Mr. James Kruyer Sr. Mr. Tom Langdon Mr. and Mrs. Stanley T. McDowell Mr. Andrew Paluf Mr. and Mrs. James Phend Mr. and Mrs. Tim Pulliam Mr. and Mrs. John Stone Mr. and Mrs. Mark Umbaugh Mr. and Mrs. Samuel B. Van Landingham Mr. Jon VanVactor Mr. and Mrs. William E. Wallace Mr. and Mrs. Eddie Wright

In Memory ofMr. Nicholas Vogeler The Nicholas Vogeler Memorial Scholarship

Mr. and Mrs. Allen J. Cover Ms. Tresa Enyeart Mr. and Mrs. Delbert Fuelling, Jr. Mr. and Mrs. Fredrick Gross Ms. Sherry L. Hemenway Dr. and Mrs. Randall Suttor Mrs. Mary A. Young William S. & Mary A. Young Arts Fund

Mr. and Mrs. Don Boomershine Mr. and Mrs. Dave Gibson Mrs. Judy Guild Ms. Jeanette Harvuot Mr. and Mrs. James Harvuot Mr. and Mrs. Frederick Morrow Ms. Dorothy Osborn Mr. and Mrs. Kenneth L. Payne Mr. and Mrs. Bruce White Mr. and Mrs. Pete Yoder Mrs. Betty Jean Zehner Betty Jean Wilson Zehner Memorial Scholarship

Ms. Melissa Neidlinger

In Honor of

Mr. Michael Charles Albert Michael Charles Albert Scholarship

Mr. and Mrs. Dirk L. Pletcher Mr. William Brown La Paz Lions Club Scholarship

Dr. and Mrs. Don Balka Mr. and Mrs. Dale Cox Dr. C. James Callahan Dr. C. James Callahan Veterinary Student Scholarship

Mrs. Donna Callahan Ms. Cheryl Campion Michael Charles Albert Scholarship

Mr. and Mrs. Glenn J. Wisnieski Mr. Nathan Collins Nathan Collins Memorial Scholarship

Mr. and Mrs. Gary J. Collins Mrs. June erwin Ancilla College Lewis Erwin Memorial

Mr. and Mrs. Dave Gibson Ms. Jennifer S. Maddox MCCF Endowment Fund Mr. and Mrs. Clifford Saxton Jr.

Wayne G. Pippenger M.D. & Gladys Pippenger RN Nursing Scholarship

Capt. and Mrs. William W. Pippenger Dr. J. Kent Guild Dr. J. Kent Guild Memorial Scholarship

Mr. James K. Baker Mr. Glen Heflick Vera R. Klinedinst Memorial Scholarship

Ms. Lila Merrick Mr. Timothy J. Hochstetler Timothy J. Hochstetler Memorial Scholarship

Mr. and Mrs. Mark Engle

Mrs. Pat LenneOunce of Prevention Fund

Mr. and Mrs. Bill LangdonMr. and Mrs. James Vervynckt

Mr. Ron Zeltwanger3 C's Scholarship Fund

Leadership Marshall County


NORTHERN TIERPolk Township

North TownshipGerman Township

CENTER TIERWest Township

Center TownshipBourbon Township

SOUTHERN TIERUnion TownshipGreen Township

Walnut TownshipTippecanoe Township

Marshall County Indiana


2009 MCCF Board of Directors

Don Balka N Todd Burch N Michael Burroughs C Judy Delp AL Chris Eberly AL Bruce Emerick S

James Erwin N Kay Finlay S Jerry Gates S Kevin Hickman N Tammy Houin C Scott Jennings S

Derek Jones AL Jack Jordan N Patti Kitch C Carolyn Kline S Bill Langdon AL Latham Lawson S

Louise Mason C John J. Oliver N Richard Parker N Robert Pickell C Sarah Smith C Tom Stiles AL

Susan Wagner C Jim Weirick S John Zeglis AL

AL – At Large Members

N – From Northern Tier of County

C – From Central Tier of County

S – From Southern Tier of County

LeGeND

Photo not available for Nancy Mahoney, Southern Tier

Call the MCCF office at (574) 935-5159

to contact any of these board members about

starting your fund!


Fred Anderson, Bremen

Janet Anglemyer, Bremen

Pam Baker, Culver

Matthew Benedict, Culver

James Bonine, Culver

Pam Buxton, Culver

Mark Batman, Tyner

Wayne Bessinger, Tippecanoe

Dennis Beville, Plymouth

Sylvia Bieghler, Plymouth

Russell Bitting, Argos *

Glenn Borden, Plymouth

Cecil Burket, Bremen

Dean Byers, Plymouth

Nilas Cretcher, Tippecanoe *

Ted Chittum, Bourbon

everett Colvin, Plymouth

Frank DeSantis, Bremen

June erwin, Bourbon *

William erwin, Bourbon

Kathy Fick, Plymouth

eric Freeman, Culver

Jan Garrison, Plymouth

David Gibson, Plymouth

Ginny Gibson, Plymouth

Ronald Gifford, Plymouth

Dwayne Gooch, Bremen

Jane Harris, LaPaz

elwood “Bud” Hillis, Culver

Bruce Jennings, Bremen

Delorres Kiefer, Bremen

Richard Kline, Bremen

Dr. Robert Kolbe, Bremen

Betty Lou Laramore, Plymouth

Richard Leeper, DVM, Argos

Connie Lemler, Bourbon

Chuck Lewallen, Plymouth

Fred Lintner, Culver

Harold Louderback, Bremen

Herm Mattix, Plymouth *

Amy Middaugh, Bourbon

Greg Miller, Bremen

everett Missman, Bremen *

Mark Neidig, Plymouth

Lynn Overmyer, Culver

Greg Payne, Plymouth

Capt. William Pippenger, Culver

Melba Reese, Tyner

Phil Reidenbach, Bremen

Susie Reinholt, Plymouth

Dr. James Rimel, Plymouth

Roy Michael Roush, Plymouth

Shannon Sammuelson, Plymouth

Isabel Sanchez, Plymouth

Ben Schaller, Bourbon

Dan Schmelter, Plymouth

Brad Schuldt, Culver

Gordon Taiclet, Argos

Mark Umbaugh, Argos

Roger Umbaugh, Plymouth

Jon VanDerWeele, Argos

Beverly VanGilder, Plymouth

Leon Verhaeghe, Plymouth *

Fran Wilkins, Culver

*deceased

Directors Emeritus

Committes & Members

All locations noted are the town of residence as of the last

date of active board service.

Executive

Asset Development

Audit & Stewardship

GrantsLouise Mason, ChairJames ErwinKay FinlayTammy HouinScott JenningsPatti KitchCarolyn KlineRobert PickellSarah SmithSusan WagnerJim WeirickWayne Bessinger, AdvisorSylvia Bieghler, AdvisorDean Byers, AdvisorSusie Reinholt, AdvisorIsabel Sanchez, Advisor

Human ResourcesJerry Gates, ChairMike BurroughsJudy DelpBruce EmerickLatham Lawson

InvestmentJack Jordan, ChairMike BurroughsScott JenningsLouise MasonRichard ParkerTom StilesJohn ZeglisWill Erwin, AdvisorDave Gibson, AdvisorChuck Lewallen, AdvisorGreg Miller, AdvisorDan Schmelter, AdvisorDr. Edward Sommers, AdvisorMark Umbaugh, AdvisorRoger Umbaugh, Advisor

Leadership Marshall CountyChris Eberly, ChairMichael DunnJane FuentesJayne GibsonJennifer MaddoxJim MarquardtDr. Ron MayGeri NewmanLouise MasonDonna PontiusEmily RymanRyan SieberMark StyersMark SenterChad Hutsell

Lilly ScholarshipKay Finlay, ChairDon BalkaTodd BurchTammy HouinCarolyn KlineLatham LawsonLouise MasonRobert PickellSusan WagnerIsabel Sanchez, Advisor


ASSeTS endowed Non Permanent Operating Lilly Scholarship Deferred Unrestricted Board Total

Centier Bank ($14,285.99) $494,414.28 ($473,079.64) $0.00 $0.00 $0.00 $7,048.65

Schwab/Pooled Investment $17,329,294.46 $736,873.39 $412,182.75 $14,250.51 $80,853.70 $1,165,550.91 $19,739,005.72

Edward Jones Money Market $0.00 $0.00 $1,676.73 $0.00 $0.00 $1,676.73

Edward Jones/Edward Memorial $16,475.55 $0.00 $0.00 $0.00 $0.00 $16,475.55

Leman Trust #2 $0.00 $360,487.45 $0.00 $0.00 $0.00 $360,487.45

Edward Jones/Price Memorial $124,066.91 $0.00 $0.00 $0.00 $0.00 $124,066.91

VanGuard Group/Short Term #532 $179,845.13 $0.00 $0.00 $0.00 $0.00 $179,845.13

VanGuard Group/Intermediate #535 $1,002,076.16 $0.00 $0.00 $0.00 $0.00 $1,002,076.16

Edward Jones/Stocks Holding $0.00 $0.00 $6,287.76 $0.00 $0.00 $6,287.76

Edward Jones/Ta Ti Kwa $45,928.94 $0.00 $0.00 $0.00 $0.00 $45,928.94

IN Trust & Investment/Leman Trust $0.00 $473,841.27 $0.00 $0.00 $0.00 $473,841.27

Investments Subtotal $18,697,687.15 $1,571,202.11 $420,147.24 $14,250.51 $80,853.70 $1,165,550.91 $21,949,691.62

Office Equipment $0.00 $0.00 $53,955.25 $0.00 $1,995.00 $55,950.25

Accumlated Depreciation $0.00 $0.00 ($45,309.37) $0.00 $0.00 ($45,309.37)

Net Book Value $0.00 $0.00 $8,645.88 $0.00 $0.00 $1,995.00 $10,640.88

Prepaid Expenses $0.00 $0.00 $8,842.24 $0.00 $0.00 $0.00 $8,842.24

Total Assets $18,683,401.16 $2,065,616.39 ($35,444.28) $14,250.51 $80,853.70 $1,167,545.91 $21,976,223.39

LIABILITIeS endowed Non Permanent Operating Lilly Scholarship Deferred Unrestricted Board Total

Grants Payable $184,674.37 $0.00 $0.00 $0.00 $0.00 $0.00 $184,674.37

Funds Held for Others $3,569,077.22 $506,822.19 $0.00 $0.00 $0.00 $0.00 $4,075,899.41

Accounts Payable $0.00 $3,105.31 $16,586.89 $0.00 $0.00 $0.00 $19,692.20

Accrued Employee Benefits $0.00 $0.00 $5,666.18 $0.00 $0.00 $0.00 $5,666.18

Accrued Vacation Pay $0.00 $0.00 $1,805.89 $0.00 $0.00 $0.00 $1,805.89

Liability under Remainder Trust $0.00 $0.00 $0.00 $0.00 $29,835.40 $0.00 $29,835.40

Liability under Lead Trust $0.00 $440,633.23 $0.00 $0.00 $0.00 $0.00 $440,633.23

Total Liabilites $3,753,751.59 $950,560.73 $24,058.96 $0.00 $29,835.40 $0.00 $4,758,206.68

FUND BALANCeS

Total Fund Balances $14,929,649.57 $1,115,055.66 ($59,503.24) $14,250.51 $51,018.30 $1,167,545.91 $17,218,016.71

Total Liabilities & Fund Balances $18,683,401.16 $2,065,616.39 ($35,444.28) $14,250.51 $80,853.70 $1,167,545.91 $21,976,223.39

Balance Sheet l Statement of Financial Position l Year to Date Ending December 31, 2009

FINANCIAl STATEMENTCoNSolIDATED

Staff: Jennifer S. Maddox, President and CEO l Jayne Gibson, Vice President for Operations Joseph K. Goepfrich, CFRE, Vice President for Development l Deborah Pfledderer, Accounting Manager l Lyn Ward, Executive Assistant


Friends and Neighbors:

It’s been less than a year since I last addressed you in an annual message, but we are reporting on a calendar year basis, so here I am again. In the months since my last letter, the positive trends at your Foundation have

continued. Importantly, stocks have continued to gain, pushing your Foundation’s total assets comfortably past the $20 million mark.

That isn’t a full recovery to pre-crash levels, but it has allowed us to continue payouts and restore some of the principal lost when the market came crashing down at the end of 2008 and in the early months of 2009. We would like to build back even more value in your funds, and so we are continuing our 3% payout policy, looking forward to the day when restored fund values allow us to consider higher payouts. But not just yet.

We are also intent on building your Foundation through the creation of new funds and further contributions to existing funds. The recent Lilly Foundation grant (described in our last report) makes it possible for us to raise the Foundation’s public profile, to learn more about where our county’s needs are the most pressing, and to do a better job of matching contributors’ interests to those many needs. You’ve seen some of these activities roll out, and you’ll be seeing many more.

Most importantly, though, this is a team effort between the Foundation and all of you. In order for us to put more resources back into our community, we first have to attract more resources into the Foundation. Extraordinarily generous people like you have always made this possible. And so we ask you to help spread the word. This is a time of great need. And all of us should be out there encouraging those who are able to establish a new fund, or contribute to an existing fund, or ask your favorite local charity to begin a fund.

Please lend a hand. Our neighbors need the help, and this wonderful community deserves no less. Thank you so much.

A Team Effort

“In order for us to put more

resources back into our community,

we first have to attract more

resources into the Foundation.”

John D. Zeglis Chairman of the Board

Non-Profit Org.US Postage

PAIDBourbon, INPermit #29

Marshall County Community Foundation, Inc.Post office Box 716 l 2701 N. Michigan St.Plymouth, IN 46563

Some of the greatest advice for tomorrow comes from voices

of our past. Abraham Lincoln remarked, “The best thing about

the future is that it comes one day at a time.” While we cannot

comprehend the vastness of the future, we can move forward

positively when we take one day at a time.

Preparing for the future of Marshall County is also a “one

day at a time” activity. When a new endowment fund is

created at the Marshall County Community Foundation,

it is the first step in securing support for a particular

future need. We may not know exactly how the

future distributions from the new endowment fund

will be spent, nor can we accurately predict how

many people in the future will be served, but

we do know that an endowment fund

created today will last forever.

The Future – one Day at a Time

Consider making a contribution today!

Lake Maxinkuckee, Culver, Indiana

For some people, starting an endowment fund may not be

possible. But every person in Marshall County, and indeed

from any location, can contribute to an existing fund in any

amount. Contributions to an existing fund add to the principal

value and over time help increase the amount of distributions

returned to the communities we serve. Even small donations

to existing funds generate positive impacts one day at a time.

See the list of existing endowment funds at MCCF starting on

page four in this annual report, which are sorted by fields of

interest like arts and culture, community development and

education. Most likely, there is a fund that matches your

philanthropic passion.

www.marshallcountycf.org

To serve all of Marshall County, its people and its future through the growth and administration of endowment funding and philanthropy.

Mission Statement

Annual Report 2009 - GuideStar

Documents

Transcript of Annual Report 2009 - GuideStar