2016 REPORT TO THE COMMUNITY

More than any other kind of nonprofit, a community foundation has the ability to help a region build long-term community wealth. That wealth is returned to the area every year through grants and scholarships. The Community Foundation of Shelby County has the ability to keep even the oldest charitable wish current, to engage donors in new community efforts and to serve as a partner for people and organizations that want to improve Shelby County. You are the one who molds what is supported by charitable funds. Serving your charitable goals is the reason we exist. As we enter our 65th year, know that we are grateful for this opportunity!

Welcome to this glimpse into your Community Foundation.

Rudy Keister Marian SpicerChair Executive Director

WELCOME

TABLE OF CONTENTSCommunity Foundation Partners .....................2Community Grants ...........................................3Ways to Give ....................................................4Investing in Your Community ...........................5Creating a Fund ................................................7Charitable Funds ..............................................82015 Donors .....................................................112015 Financials .................................................152015 Total Contributions, Grants & Assets ......16Investment & Spending Policy .........................16Legacy Society .................................................17Power of Endowment .......................................17CFSC Trustees & Staff ......................................18

What is the Community Foundation of Shelby County? The Community Foundation of Shelby County is a 501(c)(3) public foundation administering many charitable funds created by local residents or organizations to support favorite causes and organizations.

Each charitable fund is given a name and purpose by the individuals, families, or organizations who establish it. Foundation trustees and staff abide by the purpose of the charitable fund, making grants to specified causes or organizations in the name of the fund. We provide the administrative structure for funds including gift acceptance, asset investment, grant disbursement and federal and state filings. Most funds are intended to be perpetuating endowments, but some have a defined life span such as the completion of a community project.

In compliance with

Our Mission is to cultivate, administer, and distribute legacy gifts for the benefit

of our community.

1 www.commfoun.com

AAA Shelby CountyJohn and Tara AdamsAir Handling Equipment, Inc.Airstream, Inc.Douglas Wilson AllingerJon AllisonAnonymous (3)Rod and Becky AustinAmy AyersSteve and Peggy BakerTJ and Karen BakerDoug and Sara BarhorstMike and Jenny BarhorstTed and Anita* BarhorstScott and Holly BarrDr. John O. and Jan BeigelRoger and Bobby BenderDan and Lori BensmanEvie BensmanJohn BertschJudy BlackfordRodney R. BlakePhyllis BlustTom and Sondra BoeckerJohn and Eileen BoeckmanJoan BoltzDoug and Beth BorchersEd and Merilyn BorchersPaul and Bonnie BordersRalph and Madeline BornhorstTony and Joyce BornhorstKen and Jeanie BossletBruce and Judi BoydGeorge and Fran BrockmanCassano’s Pizza & SubsAndy and Michelle CountsKent and Darlene CraverCreative Marketing StrategiesBob and Kim CurlisMarty DaleJim and Janice DavisBill and Doris DeamJohn and Betsy DeedsPete and Diane DexterJerry and Brenda DoergerTom and Karen DoseckTom Echemann

David C. EdwardsDoris EgglestonNila ElsassLarry and Karen ElsnerJoel and Judy EmrickPhillip and Emily EsauHarry and Bonnie FaulknerDick and Marla FlinnEvelyn FlockDavid R. and Katherine J. FogtLois FogtKaren T. Fortman, O.D.Dave and Cheryl FortneyDan and Jill FrancisHilda FrancisJohn and Rebecca FrancisKen and Julie FrancisLarry and Barbara FrancisTommy and Pauli FrancisJohn and Julia FrantzNick and Stephanie FullenkampVirgil and Lucy FullenkampPaul and Wilma GahaganJohn and Debra GarmhausenTim and Marla GeiseFrank and Julie GilardiPhilip and Katrina GilardiMick and Vickie GivenTom and Mivi GivenDon and Bev GoettemoellerRussell and Rene GottemoellerJohn and Linda GrogeanDavid and Jean GrossJudy GrubbsHelen GuschingJim and Brenda HallJeff and Cindy HelmanDan and Renee’ HemmDick HenkeRandy HerronBill and Lisa HoewischerCliff* and Lois Ann HoyingMichael JannidesMarsha JarvisLora Kaufman

Ralph and Clara KeisterRudy and Rhonda KeisterDon and Jane KempJerry and Kathy KingseedDan and Barbara KnaselAaron and Heide KoenigJoAnn KoenigSteve KrivacekJoe and Shannon LacheyRon and June LaughlinJohn and Edna Mae LawsBruce and Lynn LindseyMike and Annette LochardYvonne S. LochardJohn and Sally MacDonellDick and Suzie MartinTom and Angie MartinVirginia MatzCynthia McRillLinda MeiningerCarole MestemakerChris and Chris MeyerTom and Barb MeyerCheryl MichaelDoug MillhoffCarol MilliganTom and Mardie MilliganGary and Bev MintchellDave and Ann MonnierKen and Mary Beth MonnierKieth and Wendy MonnierDave and Sandy MonninDavid and Emily O’LearyGlen and Vanis PhillipsThomas and Donna PleimanPrimary EyeCare AssociatesMatt and Jane RatermannDave RossThomas and Lisa Alvetro-RossmanDennis and Donnajean RubleBob SargeantJay and Elaine SargeantJeff and Nancy SargeantRandy and Kathy SchaferJohn and Cindy ScheuRobert SchieltzTom and Norma Schlagetter

Jeff and Terri SchlaterKen and Brenda SchlaterJohn and Colleen SchmittRalph and Rita SchulzeDale and Nancy SchwietermanRichard and Linda ScottBill and Marina ShawTom and Sharon ShawlerGail ShivelyTom and Sandy ShoemakerJinny ShrevesSidney Manufacturing CompanyEric and Gay SmithKent SmithLynn and Charlotte SmithNorm and Jean SmithDennis and Rita SollmannJeramie and Kara SollmannGary and Marian SpicerSteve and Lynne SpringerFrank T. ThamanJim ThompsonMike and Terri ThompsonMichael and Teresa TrygstadJane Van FossenJeff and Libby Van TreeseRon and Hertha ViceJohn and Karen VornholtMark and Jane WahlRich and Susan WallaceBrooks and Judy WareTom and Polly WatkinsTodd and Julianne WeigandtMark WellsRandall and Roxanne WelshTony and Karen WendelnTom and Judy WesterheideMaggi WilliamsGary E. WilsonGreg and Priscilla WiltTony and Judy Wolf

*deceased

Thank you for your kind and generous gifts! Many of you gave as Partners for several years, even back when the Community Foundation was not widely known. Some of you are new supporters who believe in our work to help others give. New Partners are welcome any time. Typical annual gifts are $100 a person or $200 a couple.

Thank You!

2016 COMMUNITY FOUNDATION PARTNERS

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COMMUNITY GRANTS

In addition to giving to charitable funds that have very specific purposes like awarding scholarships or benefiting a particular organization, you may also give to funds that steer grants for today’s needs…and then different needs facing Shelby County in the future. We call those Community Granting Funds and they have the flexibility to stay current as the needs in the community change.

These funds have no granting restrictions or may name a broad field of interest preferred by the establishing donor. Community Grants are awarded based upon proposals submitted by organizations in or serving Shelby County.

By creating or adding to a Community Granting Fund, you fuel the resources to keep our community vibrant and active today and for future generations. Your gift is prudently invested by the Foundation and generates grant dollars that are awarded each year in a competitive process.

Currently, the Community Foundation has The Community Impact Fund, which enables the Board to navigate grants where they’re needed, and three ‘field of interest’ funds. The Roscoe Beanblossom Fund grants support to groups serving needy and worthy Shelby County youth. The John Douglas Long Blind Fund benefits Shelby County residents affected by seriously impaired eyesight. The Shelby County Medical Services Fund supports medical organizations. A fourth fund, The Louise Sheets Fund, provides grants to organizations serving Botkins, Ohio and has a separate granting process not covered by the guidelines and process shown below.

Community Grant GuidelinesConsideration is given primarily to organizations in or serving Shelby County, Ohio that are tax-exempt under section 501(c)(3) of the Internal Revenue Code.

Successful grant proposals:• address a specific need • involve collaborations, if appropriate, • avoid duplication of services, and • impact as many people as possible.

Application procedure:• Discuss your idea with the Executive Director prior to completing and submitting a Preliminary Proposal.• If requested, Preliminary Proposals are due by February 1. Please see the Foundation’s website at www.commfoun.com for further details and forms. • Our Distribution Committee reviews Preliminary Proposals and narrows the group that will be asked to submit a full proposal. Final grant decisions are announced by May 1.• Most grant awards are paid at 80% following board approval and 20% after the completion of an evaluation report. Some grants may be paid differently.

Community Grants typically do not fund:• General operating expenses• Individuals• Religious organizations for religious purposes (programs open to non-members may be considered)• Political organizations or political action committees for political purposes• Endowments• Research• Annual fund raising campaigns

You Confront Community Needs and Strengthen the Best We Have to Offer

THE COMMUNITY FOUNDATION OF SHELBY COUNTY

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WAYS TO GIVEThe mission of the Community Foundation of Shelby County is to cultivate, administer and distribute legacy gifts for the benefit of our community. In most cases, we carry out the legacy of people who provide a gift meant for long-term or permanent use within the Shelby County area.

While we welcome your gifts that will add to any existing fund, we also can assist you in creating new funds that carry out specific charitable purposes. We currently administer 151 separately established charitable funds.

Giving OptionsDuring life or through your estate, there are many options to make a gift in a way most advantageous to your personal situation. As a 501(c)(3) public charity, gifts are deductible at the highest levels allowed by law. Please contact Marian Spicer at mspicer@commfoun.com or (937) 497-7800 with questions or to request a copy of our Gift Acceptance Policies for General, Real Estate or Life Insurance gifts. Cash – A check made payable to the Community Foundation of Shelby County is very easy. Note the name of the intended fund on the check’s memo line to ensure your gift is correctly credited.

Public Securities – The full fair market value of transferred shares is deductible, up to 30% of your yearly adjusted gross income. You also avoid capital gains on appreciated stock and mutual funds when we sell the shares. You may also transfer privately held stock, so long as certain requirements are met.

Real Estate – The Community Foundation can accept qualifying gifts of residences, farm land, commercial property and undeveloped land. In most cases, such gifts are sold and the proceeds benefit a charitable fund.

Grain – Transferring ownership of grain enables agriculture producers to give without incurring taxable income from the sale of the commodity. The cost of production may still be deducted on your tax return. Consult your tax advisor to learn more about rules that guide this opportunity.

Life Insurance – An easy way to make a significant gift! Consider transferring ownership of an unneeded policy or developing a new

policy to benefit the community in the future. Depending upon the policy, you may deduct the cash value or ongoing premium payments. You can also make the Foundation a primary or secondary beneficiary of your life insurance.

IRA – Are you at least 70½? Your Individual Retirement Account (IRA) may transfer up to $100,000 a year to the Community Foundation to benefit most types of charitable funds. The gift transferred from your IRA is non-deductible, but you benefit from avoiding income taxes on the disbursement.

Charitable Gift Annuities – A partially deductible gift to the Community Foundation that pays you or someone you designate a set amount each year for life. Any remainder held by us at the date of death adds to or creates a charitable fund, as you directed.

Charitable Lead Trusts and Charitable Remainder Trusts – Lead Trusts pay a fixed amount to the Community Foundation for a specified number of years with the remainder transferred to beneficiaries you name. Remainder Trusts, like Charitable Gift Annuities, pay you or your designee for life with the remainder benefitting the Community Foundation. Both types provide you with tax benefits.

An anonymous grant helped the Ft. Loramie High School Band parade

through Disney’s Magic Kingdom.

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INVESTING IN YOUR COMMUNITY Charitable Funds are created in many ways. Some have a single donor or family. Others are created by dozens of people who believe in the cause, project or organization benefiting from the fund. Donors from throughout Shelby County and beyond have established more than 150 charitable funds. The map to the right indicates the communities benefiting or creating a charitable fund, including many funds whose purpose is county-wide or beyond the county borders.

Sidney (59)

Botkins (13)

Anna (4)

Ft. Loramie (14)

Houston (6)

Jackson Center (1)

Fairlawn Area (1)Russia (14)

SHELBY COUNTY, OH

Big Brothers Big Sisters of Shelby and Darke County FundMore than 600 area kids are involved in mentoring programs through Big Brothers Big Sisters of Shelby and Darke County (BBBS). With so many connections depending on BBBS mentors and positive role models, the board created a fund at the Community Foundation to increase the organization’s stability and encourage another way of giving. The Fund welcomes your gifts.

“Funding from grants and fundraisers can be uncertain,” notes Executive Director Jennifer Bruns. “The BBBS board created the Fund within the Community Foundation to be a reserve in times of need. With this fund in place, the agency will be more assured that we can serve at-risk youth in Shelby and Darke counties that benefit the most from our services.”

BBBS is working to implement innovative programs with groups such as the Shelby County Workforce partnership for grades 6-8 and the Shelby County Sheriff’s Office for grades 9 and 10. Both involve twice monthly meetings with mentors. These programs join the traditional adult (Bigs) and youth (Littles) matches and Big Buddies pairing high school students with K-4th grade children in supervised after school sessions.

“We are all about supporting relationships that bring positive role models into the lives of local youth,” adds Bruns. “We are thankful for your gifts that help us do that today and tomorrow.”

Glen and Vanis Phillips Family FundWhen they married 58 years ago, Glen and Vanis Phillips of Sidney recall that they had limited funds, so they often volunteered for favorite charities. As discretionary funds became available, they added charitable giving and eventually created the Glen and Vanis Phillips Family Fund at the Community Foundation of Shelby County. “We were looking for a suitable means by which we could support our church on a regular basis while out of town and contribute to community projects,” notes Glen. “The Fund provides a good tool for tax planning. We like the convenience of having funds available on short notice, as well as for ordinary planned giving.”

Glen and Vanis chose a Donor Advised type of fund that enables them to preschedule some grants and to request spontaneous grants to organizations that express needs or whose missions appeal to them. Monthly online reports help them stay on track with available grant money and grants already sent from the Fund to organizations.

“Our attitude toward investing in our community has been affected by the values of our families in our formative years and our Biblical Christian faith,” adds Vanis. “If one wants a good community in which to live, the should pay some ‘rent’ from time to time.”

Countywide Funds (27)Outside Shelby County Funds (11)

THE COMMUNITY FOUNDATION OF SHELBY COUNTY

Bigs and Littles matches involve learning, sharing and fun

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SHELBY COUNTY, OH

William and Patsy Zorn Veterans Scholarship FundThe William and Patsy Zorn Veterans Scholarship was established by their daughter, Amy, to honor the military service of our Sidney and Shelby County veterans. During their lives, the Zorns volunteered for leadership positions and committees, especially with several veterans groups and Sidney High School athletics. As veterans of all eras have done, this couple from the WWII generation instilled in their three children the importance of education and the role of patriotism in personal and public life. Creating this scholarship was a natural combination of those deeply-held beliefs.

“All citizens, regardless of their circumstances, must contribute to the community by identifying a need that corresponds to their interests, resources, and capabilities,” Amy said. “In the war, my father was not on the front lines, but he was responsible for a crew who repaired the planes that were. Our veterans and active military understand the

teamwork that is critical for success in every community, in every endeavor. This scholarship, established in perpetuity with the oversight of the Community Foundation of Shelby County, ensures that the sacrifices of our veterans and their families are gratefully remembered.”

Mary E. Patterson FCCLA and FFA Endowment FundMary Patterson was quite a thoughtful lady. She found a way to honor her parents, establish a legacy and benefit dozens of students all with one special gift. The Mary E. Patterson Family, Career, and Community Leaders of America (FCCLA) and Future Farmers of America (FFA) Endowment Fund was established through her Will and provides money each year to both Houston High School chapters enabling students to participate in conferences, judging events and other activities. “She was a farmer’s daughter and saw how the homemaker side and the agriculture side were equally important to the success of the family farm,” explains Richard Crump, Mary’s nephew. “The FCCLA and FFA historically enhanced those kinds of skills and she wanted to see that continue.”

Even though Mary taught and lived in Piqua, she valued the southwest part of Shelby County where the Patterson Family homestead was located, just south of Houston High School. In addition, she created the Mary E. Patterson Scholarship Fund, benefitting graduating Houston High School seniors. In the past year, Mary’s Fund made it possible for FCCLA students to participate in State Leadership Camp and attend District Conference. FFA members attended their State and National Conventions and competed in career development events such as Food Science and Technology, Public Speaking and Rural Land Evaluation.

Mary Patterson devoted her life

to education

William and Patsy Zorn continue to honor military service

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CREATING A FUND FUND TYPESCommunity Granting Meets a wide range of charitable purposes. This fund is flexible and responsive to changing community needs. Local volunteers award grants based upon proposals submitted.

Field of Interest Awards grants to benefit causes or geographic regions you favor, but makes the Community Foundation responsible for choosing the specific not-for-profit grant recipients.

Donor Advised Allows you to stay involved by recommending grants from the fund you established.

Gift Account A short-term donor advised fund. Grants are made from principal (gifts).

Scholarship Assists students with the cost of their college education or vocational training.

Designated Assists charitable organizations specified when the fund is created.

Organization Established by a charitable organization to provide for its ongoing support.

Project and Campaign Accomplishes community or capital projects. Receives gifts raised to pay for a specific project.

A charitable fund carries out your wishes. Here’s how it works and what you can expect from us.

Fund Agreement We work with you to create an agreement identifying the fund’s name and purpose and whether gifts are to be retained or spent. Template agreements are available for any of the Fund Types noted to the right. Fund agreements may also be created now and then put in force by a gift from your Will or other estate document.

Gifts There are many gifts options, but only you and your tax advisor should decide which is most advantageous to you. Please see page 4 for common types of gifts. Charitable funds may receive all gifts up front, over time or through your estate. Most funds must have an asset size of $25,000 or more. The larger the fund, the more it can return to the community.

Grants Some funds, such as donor advised funds, may issue grants periodically, as you request. Others disburse annually, such as scholarship funds. Still others receive proposals from charities seeking support for their work. Grants may be issued anywhere in the U.S. and typically to qualifying not for profit organizations and educational institutions.

Investment Most charitable funds are invested in one of three portfolios to enable earnings and growth. Our ability to administer multiple charitable funds allows us to co-mingle them for greater investment diversification. Project and Campaign Funds are not invested.

Fees The Community Foundation’s operations are supported by fees assessed to charitable funds we administer. Please contact the office to request a copy of the Fee Schedule.

Fund Statements Online, password protected fund statements allow you to view gifts, grants, earnings, fees and fund balances in summary and detail formats. Information is updated monthly.

Ongoing Connection to Staff The staff considers it a privilege to assist you with your charitable giving. We welcome calls, emails and visits any time you have a question, need copies of Gift Acknowledgments or want to explore an aspect of benefiting the community. We are your resource!

Sidney-Shelby County YMCA Childcare received a

grant for tablets to improve school

readiness.

THE COMMUNITY FOUNDATION OF SHELBY COUNTY

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CHARITABLE FUNDSThank you for your vision in creating a charitable fund. Since 1952, you have established charitable funds to give long-term support to causes, projects and charities important to you. You are providing a vehicle that makes our corner of the world a better place!

Community Granting FundThis type of fund is able to award grants in the Shelby County area as needs, projects and organizations in the community change. The community granting process helps direct money to today’s pressing needs.Community Impact Fund

Field of Interest FundsSimilar to Community Granting Funds, Field of Interest Funds give granting discretion to our board, but within geographic areas or causes as defined by the fund’s donor.Roscoe Beanblossom Fund Louise Sheets FundJohn Douglas Long Blind Fund Shelby County Medical Services Fund

Donor Advised FundsThis type of charitable fund enables donors, their family members or representatives to stay involved with investment and grantmaking decisions. Advised funds have the flexibility to award grants to a changing list of recipients and in varying amounts. We also offer short term versions, known as Gift Accounts.Walt and Carol Bennett FundEdward and Merilyn Borchers Family FoundationGary and Madeleine Daniel Family FoundationDEB FundVillage of DeGraff FundDelbert ‘Doc’ and Hilda Francis Family FoundationDonald E. and M. Jane Kemp FundPatrick and Carol Milligan Family FundMonarch Legacy FundDave and Ann Monnier Family Foundation

Sidney-Shelby County YMCA Childcare received a

grant for tablets to improve school

readiness.

Dale and Kathy Nichols Family FoundationGlen and Vanis Phillips Family FundRight Hand FundRussia Wellness FoundationJohn and Jeanette Sargeant Family FoundationRobert and Thelma Sargeant FundRichard and Linda Scott Family Endowment FundTom and Sandy Shoemaker FundSidney-Shelby County Chamber FoundationNorman and Jean Smith Family FundZielsdorf Family Fund

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Designated Use FundsEach charitable fund has designated one or more organizations to benefit from its grants. Recipient organizations are named in the fund’s establishing documents.Nancy Adams Training Center FundBetty Zorn Bennett FundFt Loramie Education Foundation General Fund *FLEFFt Loramie Village Parks Fund

Organization FundsThese funds are a terrific way to help a favorite charity with ongoing support or a reserve for those years when the budget is more strained than usual. Established by a charitable organization or a donor, organization funds help make a charity more self-reliant.Alpha Community Center FundBig Brothers Big Sisters of Shelby and Darke County FundBotkins Local School Foundation *BLSFCompassionate Care Free Clinic FundCompassionate Care of Shelby Co Endowment FundOperation Rebirth FundRight to Life of Shelby County FundS & H Products FundSenior Center of Sidney-Shelby County Foundation

Project/Campaign FundsThe Community Foundation provides back-office administrative support to help steering committees to accomplish lasting community projects.Building a PAWsitive Future FundNew Choices Capital Campaign FundRaise the Roof for the Arts Campaign FundRussia Wellness Facilities CampaignServing’ the Past ‘Courting’ the Future Fund

Scholarship FundsScholarships assist students with the cost of their college education or vocational training. When establishing the fund, you can specify eligibility and selection criteria to provide guidance to the selection committee. We administer scholarships benefiting graduating high school seniors and current college students, including some that provide multi-year awards.John and Victoria Albers Memorial Scholarship Fund *FLEFDon and Helen Ambos Memorial Scholarship Fund *BLSFScott F. Barker Memorial Scholarship Fund *SCSFCarol Becker Memorial Scholarship Fund *BLSFBen-Med Scholarship Fund *FLEFHarry E. and Mary J. Bennett Scholarship Fund *SCSFEdward and Merilyn Borchers Family Scholarship FundJoe and Mary Borchers Memorial Scholarship Fund *FLEFHomer and Mary Lou Bornhorst Family Scholarship Fund *FLEFBotkins Area Community FundBotkins Local School Student Memorial Scholarship Fund *BLSFBotkins Trojans Scholarship FundMarty Bowman Football Academic Scholarship Fund *SCSF

Reese C. Gross FundHall of Honor Fund *SCSFMary E. Patterson FCCLA & FFA Endowment Fund *HHLSF

Shelby County Arc FundShelby County Historical Society FundShelby County United Way Legacy FundSidney City Schools Foundation *SCSFSidney First United Methodist Church FundSidney Rotary Charitable FundSidney-Shelby County YMCA FundWilma Valentine Childcare Fund

Shelby County Fairgrounds Construction FundShelby County Libraries Building Campaign FundSidney Memorial Stadium Turf Fund

CHARITABLE FUNDS Charitable Funds (cont’d)

THE COMMUNITY FOUNDATION OF SHELBY COUNTY

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Reese C. Gross FundHall of Honor Fund *SCSFMary E. Patterson FCCLA & FFA Endowment Fund *HHLSF

Shelby County Fairgrounds Construction FundShelby County Libraries Building Campaign FundSidney Memorial Stadium Turf Fund

CHARITABLE FUNDS

Lola Detrick Carmony Scholarship FundDoc and Hilda Francis Family Scholarship FundChase Fultz Memorial Scholarship Fund *BLSFVera DoLean Ginn Kiwanis Scholarship FundThomas E. Given Family Scholarship Fund *SCSFRandy Greve Scholarship Fund *BLSFRobert E. Grubbs FoundationLarry Hawkins Family Scholarship FundIUTIS Club Scholarship FundDonald E. and M. Jane Kemp Scholarship FundKiwanis Club of Sidney Scholarship Endowment FundLahrmer Family Scholarship Fund *BLSFElaine Laughlin Scholarship FundLaw Student Assistance FundLayton Family FoundationDr. Edward and Anne Link FundKyle R. Magoto Scholarship FundMedical and Health Professions Scholarship FundBrad Meyer Baseball Memorial Scholarship Fund *FLEFDorothy A Meyer Scholarship FundDave Mielke Scholarship Fund *BLSFCatherine Moloney Nursing Scholarship Fund

Clair and Jeanne Naveau Family Scholarship FundHeidi Norris FundIrene Palko Scholarship FundMary E. Patterson Scholarship Fund *HHLSFUrban E. Ratermann Scholarship Fund *FLEFRed and Black Scholarship Fund *FLEFWilliam A. Ross, Jr. Family Scholarship FundThe Ruese Insurance Agency, Inc. Scholarship FundRobert and Thelma Sargeant Scholarship FundHerbert and Antoinette Schlater Scholarship FundJames F. and Marcia L. Schulze Scholarship Fund *FLEFLouise Sheets Scholarship Fund *BLSFShelby County Youth Soccer Scholarship FundTom and Sandy Shoemaker Scholarship FundSidney High School Alumni Scholarship FundWoody Sturm and Family Scholarship FundWilliam and Bonnie Swonger Scholarship FundStephen W. Weadock Scholarship FundWilliam and Patsy Zorn Veterans Scholarship Fund

Supporting OrganizationA unique blend of a private and public foundation, it has its own EIN and 501(c)(3) tax status. By connecting to the Community Foundation, it receives our administrative services, its contributions are deductible to the higher public foundation levels and it is free of private foundation payout rules.Donald and Evelyn Bensman Foundation

You can read details of each fund’s purpose on our website at www.commfoun.com. Look for the Learn tab and select Donors to learn more about charitable funds.

* Affiliated with a group of funds:BLSF - Botkins Local School FoundationFLEF - Ft. Loramie Education FoundationHHLSF - Hardin-Houston Local School FoundationSCSF - Sidney City Schools Foundation

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2015 DONORS

Grants helped build a retaining wall for Wilma Valentine Childcare’s outdoor space.

We extend our deepest gratitude to donors who have entrusted us with gifts to new or existing charitable funds. We recognize their legacy of generosity.

Ms. Camilla AndersonMr. & Mrs. William AnkneyAnonymous (17)Area Energy & Electric, Inc.Mr. & Mrs. Andrew ArmstrongMr. & Mrs. Dale ArmstrongMr. & Mrs. Merrill AsherMs. Gail AustinMr. & Mrs. Robert BairdMs. Kay BakerMr. & Mrs. Steve BakerMr. Will BallingMr. & Mrs. Billy Ballou Jr.Mr. & Mrs. Doug BarhorstMr. & Mrs. Michael BarhorstMr. Jeffrey BarlageMr. & Mrs. Robert BarnesMr. & Mrs. Eric BarrMr. & Mrs. Devon BeerMr. & Mrs. Jacques BeerMr. & Mrs. Thomas BehrDr. & Mrs. John E. BeigelDr. & Mrs. John O. BeigelMs. Ann BellMr. & Mrs. Jonathan BeltzMs. Janice BenanzerMr. & Mrs. William BenanzerMr. & Mrs. Roger BenderMr. and Mrs. Walt BennettMrs. Ann BennionMr. & Mrs. Harry BenshoffDonald & Evelyn Bensman FoundationMr. & Mrs. Daniel A. BensmanMrs. Evelyn BensmanMr. & Mrs. Nick BensmanMr. Douglas BensonMr. & Mrs. Michael BergmanDr. & Mrs. Brad BerlekampMr. & Mrs. Norbert BerningMr. & Mrs. Richard BerningMr. Robert BertkeMr. & Mrs. Timothy BickelBig Brothers Big SistersBig Pine Tree House, LLCMs. Dawn BillingMr. & Mrs. John BlakeBlanche Wilhide CircleMr. & Mrs. Adelbert BlueMrs. Phyllis BlustMr. & Mrs. Thomas Boecker

Mrs. Joan BoltzMr. & Mrs. Hugh BonnorontMr. & Mrs. Douglas BorchersMr. & Mrs. Ed BorchersMr. & Mrs. Ronald BorchersMr. & Mrs. Ted BorchersMr. & Mrs. Robert BornMr. & Mrs. Zack BossletMr. Cameron BowersockMr. & Mrs. Guy Bowser Jr.Mr. & Mrs. Bruce BoydMr. & Mrs. Gerald BoydMr. Robert & Dr. Kathleen BoykinMs. Nancy BrinerMrs. Sue BrittonMr. George BrockmanMr. Jim BrownMr. Ted BrownMr. & Mrs. Robert BrumbaughBuckeye Energy Brokers Inc.Buckeye Ford Lincoln of SidneyMr. & Mrs. Greg BuehlerBuffalo Wild WingsOskar & Charlotte Buschmann FundButler County, Auditors OfficeCargill IncorporatedMr. Darryl CarmackMs. Norma CarolusMr. & Mrs. Cecil CaudillMr. & Mrs. James CaudillMs. Molly CharlesJP Morgan Chase FoundationChoice One EngineeringMr. & Mrs. John CiancioloMr. Phil & Rev. Diana CircelliMs. Dawn Andrews-ClarkMs. Olive ClarkMr. & Mrs. Dennis ClaytonMr. & Mrs. Patrick ClineMr. John CoffieldMs. Teresa CoffieldMr. & Mrs. Robert ColeMrs. Connie ComerMs. Linda ConardMr. & Mrs. Steve CorbinMr. & Mrs. Paul CordonnierMr. & Mrs. Robert CordonnierDr. & Mrs. Stephen CorthellMr. & Mrs. John CovelliMs. Jennifer Coverstone

THE COMMUNITY FOUNDATION OF SHELBY COUNTY

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Mr. & Mrs. Kent CraverMs. Rebecca Crimm-LindMr. Norris CromesMr. Richard CrumpMrs. Martha DaleMr. & Mrs. Arthur DaporeMr. & Mrs. Darin DavisMs. Kristen DavisDay and Knight Towing LLCMr. & Mrs. James DeamMr. & Mrs. Mark DeamMr. William DeamMs. Marycarol DeaneMr. & Mrs. Jeffrey DeatherageMr. John DeedsDetailed Machining Inc.Mr. & Mrs. David DeVelvisMrs. Clara DeWeeseMr. & Mrs. Peter DexterDickman SupplyMr. & Mrs. Bruce DickmanMs. Conelia DixonMr. & Mrs. Adam DoengesMr. & Mrs. Gerald DoergerMr. & Mrs. Thomas DoseckMs. Aja DuganMr. & Mrs. Mark DunhamMrs. Sondra DunhamMr. & Mrs. John DunlapMr. & Mrs. Thomas DunnavantMs. Lori EarnhartMr. & Mrs. Randy EcholsEck Refrigeration, Inc.Mr. & Mrs. Robert EckMr. & Mrs. Ronald P EckMr. David EdwardsDr. & Mrs. Phillip EdwardsMr. & Mrs. Kurt EhemannMr. & Mrs. DeWane EichenauerEikenberry Retirement PlanningMr. & Mrs. Gary ElsassMr. & Mrs. Murray ElsassMrs. Nila ElsassMr. & Mrs. Larry ElsnerEmerson Charitable TrustEmerson Climate TechnologiesMr. John EndersMr. & Mrs. Patrick EngleMs. Carol EshlemanMr. & Mrs. Richard EshlemanEstate of Dorothy MeyerMr. & Mrs. Stanley EvansMr. & Mrs. Christopher FarnsworthMs. Sarah FarnsworthMr. & Mrs. Harry FaulknerCBT CompanyMs. Jayne FelgenFerguson Construction

Dr. & Mrs. David FieldsFifth Third BankFirst National Bank - New BremenMs. Joanie FischbachMs. Evelyn FlockMr. Dennis FogtMrs. Lois FogtMr. & Mrs. Ryan ForryFort Loramie Machine Tool Inc.Mr. James and Dr. Karen FortmanMrs. Hilda FrancisMr. & Mrs. Daniel FrancisDelbert ‘Doc’ and Hilda Francis Family FoundationMr. & Mrs. Josh FrancisMr. & Mrs. Kenneth FrancisMr. & Mrs. Thomas W. FrancisFrank & Virginia Demaria FoundationMr. Norm FrantomMr. & Mrs. John FrantzMr. & Mrs. Thomas FrantzFraternal Order of Police #138 Gateway LodgeMr. & Mrs. Charles FreemanMr. & Mrs. John FreisthlerMr. & Mrs. David FrenzerFreytag and Associates, Inc.Ms. Sue FriesFort Loramie Education FoundationMr. & Mrs. Nicolas FullenkampMr. & Mrs. Larry FultzMr. & Mrs. Paul GahaganMr. & Mrs. Duane GaierMr. & Mrs. Pete GarietyMr. & Mrs. John GarmhausenMr. & Mrs. David GatesMr. & Mrs. David W. GatesMs. Victoria GatewoodMr. Kenneth Gaylor Jr.Gehret Funeral HomeMr. & Mrs. Chad GesslerMs. Mindy GeuyMr. & Mrs. Frank GilardiMr. & Mrs. Phil GilardiMr. & Mrs. Martin GivenMr. & Mrs. Thomas GivenMr. & Mrs. Jerry GivensMr. & Mrs. Timothy GleasonMr. & Mrs. Donald GoettemoellerMrs. Shyla GoffenaMr. & Mrs. Kyle GoubeauxMr. & Mrs. Wes GoubeauxMrs. Mary Ruth GreenMr. & Mrs. Richard GriggMrs. Ruth GroffMr. Louis GrossMrs. Judith GrubbsMrs. Helen Gusching

Mr. & Mrs. Dan GutmanMr. & Mrs. James HallMr. & Mrs. Carmeron HallerHalpin Enterprises, LLCMs. Connie HamiltonMr. & Mrs. James HarveyMs. Nancy HatfieldDr. & Mrs. Fred HaussmanMr. James HawkinsMr. Jerry HaysMrs. Emma HechtMr. & Mrs. Craig HeeleyMr. & Mrs. William HeidemannMr. & Mrs. Michael HeintzMs. Arleen HeitkampMr. & Mrs. Jeff HelmanMrs. Marianne HelmlingerMs. Molly HelmlingerHemmelgarn Services, Inc.Mr. Richard HenkeMs. Jacqueline HenryMr. & Mrs. Gary HenschenMr. & Mrs.* Randy HerronMr. & Mrs. James HighDr. Barbara HillMrs. Alma HillMr. and Mrs. Randy HoehneMr. & Mrs. Dan HollandMr. & Mrs. Steven HoltMs. Dorothy HolthausMr. & Mrs. Orval HomanHonda of America Mfg, Inc.Ms. Debra HovestreydtMrs. Lois Ann HoyingMr. & Mrs. Stephen HubbellMr. & Mrs. Charles HuelskampMr. & Mrs. Wilbur HughesMr. & Mrs. John HumphrisMr. & Mrs. Gerald HusemannMr. & Mrs. Eric HuthIJUS LLCJackson Center Growth AssociationMs. Marsha JarvisMs. Beulah JelleyMs. Joyce JonesMr. & Mrs. Henry JosefovskyMr. & Mrs. Ralph JungMrs. Jean KaminskiMrs. Farrel KaplanMs. DiAnne KarasMs. Susan KaufmanMr. & Mrs. Timothy KearnsMr. & Mrs. Ralph KeisterMr. & Mrs. Ralph Keister IIIMr. & Mrs. Paul KellerMs. Barbara KerrKiwanis Club of SidneyMr. & Mrs. Larry Kleinhans

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Ms. Esther KnaselMr. & Mrs. Herschel KnoopMr. & Mrs. Stephen KnouffMr. Raymond KoenigMr. & Mrs. John KrouskopMr. & Mrs. Ted KuckMr. & Mrs. Richard KuetermanMr. & Mrs. Charles KuhlmanMr. & Mrs. George KyserL & O Tire ServiceMr. & Mrs. Joseph LaberMr. & Mrs. Phillip LahrmerMr. & Mrs. William LangMr. & Mrs. James LangenkampLaserFab Technologies, Inc.Mr. & Mrs. Stephen LauberMr. & Mrs. Ronald LaughlinMr. & Mrs. John LawsMrs. Michelle Layton and Mr. David LeslieMs. Carole LefflerMr. James LehmkuhlMr. & Mrs. Roger LenzMr. & Mrs. Bruce LindseyMs. Kathy LindseyMrs. Anne LinkLochard Inc.Mr. & Mrs. Mike LochardMrs. LaDonna LockerMr. & Mrs. Dean LongMr. & Mrs. Larry LortonMr. & Mrs. John MacDonellMr. & Mrs. Steve MagotoMr. & Mrs. Tom MartinMr. Michael MartzYumiko MatsushitaMrs. Virginia MatzMr. & Mrs. Rick MaurerMr. & Mrs. Bill MaxsonMr. & Mrs. Michael MayerMr. & Mrs. William McClainMs. Juanita McCrumMs. Shirley McCulloughMs. Cynthia McRillMr. & Mrs. Mike McRillMr. Kurt MeierMrs. Linda MeiningerMr. Mel Metz & Ms. Susan Elsass-MetzMr. & Mrs. Andy MeyerMr. & Mrs. Chris MeyerMr. & Mrs. Dan MeyerMr. & Mrs. Ted MichaelMidWest Ohio Dental CareMr. & Mrs. David Mielke

Mr. & Mrs. David MihalickMr. & Mrs. Ed MillerDr. & Mrs. Robert MillerMrs. Carol MilliganMr. & Mrs. Thomas MilliganMr. Jonathan MillsMrs. Susan MinniearMinster BankMr. & Mrs. Gary MintchellMrs. Judy MoloneyMr. & Mrs. Patrick MoloneyMonarch Legacy FundMs. Barbara MonnierMr. & Mrs. David MonnierMr. & Mrs. Kenneth MonnierMr. & Mrs. Timothy MonnierMr. & Mrs. Daniel MonninMr. & Mrs. Jeff MonninMr. & Mrs. Matthew MonninMr. & Mrs. Michael MonninMr. & Mrs. Thomas MonninMr. & Mrs. Ross Moore IIIKelton MooreMs. Mary MorrisonMs. Laurie MoyerMr. & Mrs. Duane MullenMr. & Mrs. Donald MumfordMutual Federal Savings BankMs. Peggy NasemanNationwide United Way CampaignDr. & Mrs. John NaveauMr. & Mrs. Matthew NaveauMr. & Mrs. Michael NaveauMr. & Mrs. George NewcomerMr. & Mrs. David NewmanMr. & Mrs. Dale NicholsNKTelco Inc.Ms. Nancy OlsonMrs. Elizabeth O’NeillMr. & Mrs. Tony OrsborneMs. Marcia OsborneOsgood State BankMr. & Mrs. Jon PalmerEscape to PanacheMs. Rhonda Partin-JohnsonMr. & Mrs. Gary PaulMr. & Mrs. Terry PellmanPeoples Federal Savings and LoanMr. & Mrs. James PerryMr. & Mrs. Glen PhillipsMr. Joel PhillipsMr. Lawrence PiperMr. & Mrs. Gerald PleimanMs. Karla PleimanMrs. Kristine Poland

Mr. & Mrs. Jeffery PollardMrs. Janice PrengerMr. & Mrs. Jeff PrengerMr. Ralph Prescott & Mrs. Betty Setsor-PrescottPrimary Eye CareProduction Support, Inc.Progressive Livestock 4-H ClubMr. & Mrs. Michael PuckettMs. Elaine PumpfreyMr. & Mrs. Keith PutnamMr. Sean Rank & Mrs. Tiffany Wildermuth RankMr. Joseph RatermannMr. & Mrs. Gary ReedMr. & Mrs. David ReesMr. & Mrs. Kenneth RegulaMrs. Dianna ReisingerMs. Brenda RiddleMr. & Mrs. David RileyMr. & Mrs. A. W. Robinson IIIMs. Kelly RoebuckMr. & Mrs. Larry RoettgerRolling Hills Skate LLCMr. & Mrs. Gerald RomakerMr. & Mrs. David RoseMr. & Mrs. Vernon RosenbeckDr. William A. Ross IIIDave RossMs. Patti RossMr. Thomas Rossman & Dr. Lisa Alvetro RossmanMr. & Mrs. Dennis RubleRuese Insurance Agency, Inc.Mr. & Mrs. Dave RussellMr. & Mrs. Robert RussellS & H ProductsMr. & Mrs. Donald SallieMr. & Mrs. Jay SargeantMr. & Mrs. Jeff SargeantMrs. Jeanette SargeantJohn & Jeanette Sargeant Family FoundationMr. Robert SargeantShelby County Animal Rescue FoundationMr. & Mrs. Michael SchaferMr. David SchemmelMr. & Mrs. John ScheuMr. & Mrs. Doug SchlagetterMr. & Mrs. Tom SchlagetterMr. & Mrs. Ken SchlaterThe Hon. & Mrs. John SchmittMr. & Mrs. Steven SchroederMr. & Mrs. Ralph Schulze

THE COMMUNITY FOUNDATION OF SHELBY COUNTY

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Mr. & Mrs. Richard ScottMr. Timothy SellSenior Center of Sidney-Shelby CountyMs. Violet SeyerMr. & Mrs. Carl SharpShelby Co LibrariesShelby Co Youth SoccerShelby County Community Tennis Assoc IncMr. & Mrs. Rich ShermanNoriko ShibazakiMr. & Mrs. Tom ShoemakerMr. Matthew ShrefflerMrs. Virginia ShrevesSidney High School Class of 1950Sidney High School Football MomsSidney Athletic Booster Group Inc.Sidney Body CarstarSidney Electric Co.Sidney Manufacturing CompanySidney Rotary ClubDRT Power SysteMs. LLC - SidneySidney-Shelby Co Chamber of CommerceMr. & Mrs. Richard SimonMr. & Mrs. Ronald SimonMr. Steven SimonSite Mgr SolutionsMr. & Mrs. Eric SmithMr. & Mrs. Mitchell SmithThe Hon. & Mrs. Norman SmithSMS GroupSollmann Electric Co.Mr. & Mrs. Dennis SollmannMr. & Mrs. Darrell SpanglerDr. & Mrs. Edward SparksMr. & Mrs. Gary SpicerMr. & Mrs. Scott SpinnerThe Spot of Sidney, Inc.Ms. Nichole SpradlinSt. Remy ChurchMs. Mary StahlmanMs. Jo Ann SteplerMr. Douglas StewartMr. & Mrs. Jerry StewartMr. & Mrs. Craig StiefelMs. Mary Jane StrattonMr. & Mrs. John StrebMrs. Barbara StueveSturm Construction, Inc.Mr. & Mrs. John SturmMr. & Mrs. Brandon SwigerMr. & Mrs. James SwigerMr. & Mrs. Todd TaylorThermoseal

Ms. Christi ThomasThe Thompson Family Foundation Inc.Mr. & Mrs. Michael ThompsonMs. Violet TimmonsMs. Elva TowzeyDr. & Dr. Michael TrygstadMr. & Mrs. Gerhard UlrichUS Bank FoundationUS Bank TrustMs. Melinda UtendorfDr. & Mrs. Philip ValentineMr. & Mrs. Gary Van FossenMr. & Mrs. Gregory Van MatreMr. & Mrs. Chris Van TilburghDr. & Mrs. Jeffery Van TreeseMr. & Mrs. Myron VerdierMr. & Mrs. Ernest VibbertMr. & Mrs. Charles VoisardMr. & Mrs. Ken VoisardMr. & Mrs. Ed VorisekMr. & Mrs. John VornholtMrs. Pat WacklerMs. Pamela WagnerWal Mart FoundationMr. Paul WaldsmithMr. & Mrs. Richard WallaceMs. Linda WaltzMrs. Debra WardMr. and Mrs. Brooks WareMr. & Mrs. Tom WatkinsEstate of Stephen WeadockMr. & Mrs. Ray WeberDr. & Mrs. Randall WelshMs. Cynthia WertsMr. & Mrs. Thomas WesterheideMrs. Virginia WeymerMrs. Freda WheelerMr. & Mrs. Steve WhittenbergerMr. Lloyd WifordMs. Amy WildermuthDr. & Mrs. John WildingMr. & Mrs. Dwight WilgesMs. Maggi WilliamsMr. David WilsonMr. & Mrs. Derron WilsonMr. & Mrs. Greg WiltMr. & Mrs. Michael WiseMr. & Mrs. John WolfingerMr. & Mrs. Tom WoolleyMr. & Mrs. Paul WorkmanMr. & Mrs. Dennis YorkMrs. Aretha YoungMs. Paula ZimmermanMr. & Mrs. William Zimmerman Jr.Ms. Amy Zorn

In Memory of Victoria Eilerman Delbert ‘Doc’ and Hilda Francis Family Foundation In Memory of Cliff Hoying Oskar & Charlotte Buschmann Fund In Memory of Eugene Rickert Shelby County Arc In Memory of R. Baker, N. Cotterman, A. Foster, B. Maxwell, B. Mentges, J. Piper, M. Shreves, J. & P. Stockstill, N. White Mr. & Mrs. Tom Schlagetter In Memory of R. Baker, P. Bulle, R. Maxwell, W. Mentges, J. Piper, M. Shreves, J. & P. Stockstill, N. White Old Biddies In Memory of Jack Bales Mrs. Phyllis Piper & Mr. Greg Piper Sidney High School Class of 1949 In Memory of Scott Chapman & Ashlee Coverstone Mrs. Virginia Shreves In Memory of Dr. G. Libbee, J. Swinehart-Mohr, RJ Silcox, A. Smith Sidney High School Class of 1950 In Memory of J. Piper, H. Wiessinger Family, W. Piper Family Mrs. Phyllis Piper In Memory of Melba Sollman Sidney High School Class of 1950 Mr. & Mrs. Tom Watkins In Memory of Janet Taylor Mr. & Mrs. Tom Schlagetter Sidney High School Class of 1950 Mr. & Mrs. Tom Watkins In Honor of the 50th Anniversary of the Hon. and Mrs. Norman Smith Anonymous (2) Ms. Judith Nienberg Ms. Edna Nienberg The Hon. & Mrs. Norman Smith

We apologize for any errors or omissions.

THE COMMUNITY FOUNDATION OF SHELBY COUNTY

The Community Foundation of Shelby County, a collection of more than 151 charitable funds, awards grants to dozens of organizations who serve people in many ways. More than $1.2 million in grants was disbursed in 2015.

2015 FINANCIALS

CHARITABLE FUND GRANTS

Please contact the Executive Director to view a copy of the Community Foundation of Shelby County’s 990 (with certain omissions to protect donor privacy), 990-T (available only for years in which it is filed), audited financial statements, investment information or IRS exemption letter.

Combined Statements of Activities, December 31, 2015

FINANCIAL STATEMENTSCombined Statement of Financial Position, December 31, 2015

ASSETS Cash and Equivalents $ 4,721,633 Contributions Receivable 11,000 Contributions Receivable – Project Funds 983,518 Investments 21,667,562 Property and Equipment 72,649

TOTAL ASSETS $ 27,456,362

LIABILITIES Grants Payable $ 210,286 Assets held in trust for others 9,318,257

TOTAL LIABILITIES $ 9,528,543

NET ASSETS Unrestricted $ 898,940 Funds with stated intent 17,028,879

TOTAL NET ASSETS $ 17,927,819

TOTAL LIABILITIES AND NET ASSETS $ 27,456,362

REVENUES GAINS & SUPPORT Gifts $ 1,181,768 Investment (Losses) Income 488,001 TOTAL REVENUE $ 693,767

EXPENSES Grants $ 1,200,650 General & Administrative 401,078

TOTAL EXPENSES AND DISBURSEMENTS $ 1,601,728

CHANGE IN NET ASSETS $ 907,961 ASSETS, BEGINNING OF YEAR $ 18,835,780 ASSETS, END OF YEAR $ 17,927,819

■ 1 - Arts, Culture (14%)■ 2 - Community Development (17%)■ 3 - Education (24%)■ 4 - Health (8%)■ 5 - Human Service (6%)■ 6 - Religion (14%)■ 7 - Scholarship (9%)■ 8 - Sports & Recreation (4%)■ 9 - Youth (3%)

1

2

345

6

78 9

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INVESTMENT AND SPENDING POLICYThe Community Foundation invests most charitable fund assets. The primary objective of our Investment Policy is to provide for an optimal level of total return, in real terms after inflation, and long-term growth of capital, with an acceptable exposure to risk, while maintaining the ability to support distributions.

Investment consultant Hartland & Co. of Cleveland provides analysis and reporting to the Foundation’s seven-member volunteer Investment Committee. The Investment Committee reports to the Board, which sets and monitors policy.

Project funds and most short-term charitable funds are not placed investment pools, but instead remain in money market or checking accounts to better preserve all gifts until they are disbursed.

Spending PolicyEndowed funds, meant to support the community forever, follow a Spending Policy. The Policy averages a fund’s balance from the prior 16 quarters and multiplies the average by a percentage to determine the amount of annual grant dollars. Using the Spending Policy, a charitable fund keeps excess market return in favorable times and continues grant awards in unfavorable times, within certain parameters. The overall goal is that the charitable fund balance and the annual amount being granted increase over time. Each investment pool has its own spending rate.

Non-endowed funds do not follow the Spending Policy, as those funds have the ability to disburse total return and principal.

Please see the Foundation’s website at www.commfoun.com for updated investment reports and additional information.

2015 TOTAL CONTRIBUTIONS, GRANTS AND ASSETS

$2,500,000

$2,000,000

$1,500,000

$1,000,000

$500,000

$02011 2012 2013 2014 2015

TOTAL CONTRIBUTIONS$9

05,4

82

$1,6

02,4

10

$2,2

78,5

26

$1,2

96,8

23

$1,1

81,7

68

$1,400,000

$1,200,000

$1,000,000

$800,000

$600,000

$400,000

$200,000

$02011 2012 2013 2014 2015

TOTAL GRANTS

$679

,466

$803

,939

$777

,285

$1,2

01,7

26

$1,2

00,6

50

$30,000,000

$25,000,000

$20,000,000

$15,000,000

$10,000,000

$5,000,000

$02011 2012 2013 2014 2015

TOTAL ASSETS

$14,

147,

648

$16,

621,

567

$24,

704,

857

$26,

738,

958

$27,

456,

362

■ 1 - Arts, Culture (14%)■ 2 - Community Development (17%)■ 3 - Education (24%)■ 4 - Health (8%)■ 5 - Human Service (6%)■ 6 - Religion (14%)■ 7 - Scholarship (9%)■ 8 - Sports & Recreation (4%)■ 9 - Youth (3%)

16

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THE COMMUNITY FOUNDATION OF SHELBY COUNTY

The Community Foundation of Shelby County helps you do good works forever. The Legacy Society members noted below have entrusted us with a gift from their estate to benefit a favorite aspect of the community. Thank you for your generosity!

LEGACY SOCIETY

THE POWER OF ENDOWMENT

Anonymous (2)Roscoe P. Beanblossom*Betty Zorn Bennett*Walt and Carol BennettRodney R Blake*George BrockmanLinda McReynolds BryantLola Detrick Carmony*Eugene P. Elsass*Ruth Bennett Emmons*Harold and Lelah Fogt*

Dave and Kathy FogtEdmund Richard Garlow*Vera D. Ginn*Mary Gross*Larry HawkinsPhil and Bev LahrmerIrving Linet*John Douglas Long*Doug MillhoffPatrick* and Carol MilliganJoe* and Katy Monnier

Mary E. Patterson*Dennis and Donnajean RubleBob and Thelma* SargeantHerbert and Antoinette Schlater*Louise Sheets*Kent SmithEthel Watkins*Steve Weadock*Werner Wyen*

*deceased

A gift may be made through a statement in your will or by designating the Community Foundation as a beneficiary of an IRA or life insurance policy. Your attorney or financial advisor can assist you in making a gift that is most advantageous to your personal situation.

Please let us know if you have planned a gift. You need not share specific details, but we would like the opportunity to clarify how you wish the gift to be used.

John Douglas Long, a Perry Township farmer, died in 1949 at the Shelby County Home, today’s Fairhaven. In his Will, he directed his executor to provide a sum that amounted to $8,675.88 to help Shelby County residents affected by blindness or serious vision impairment.

In 1952, executor Leo Brandewie attended one of the first meetings of the newly formed Sidney Community Foundation. The bequest was accepted, creating the John Douglas Long Blind Fund. Historical records shed some light on grants from the Fund to help with surgeries, treatments and equipment, but actual amounts cannot be verified. Since 2000, the Fund became more active and regularly issues grants.

Grants made in the past 16 years exceed $42,000 and today’s Fund value is nearly $111,000.

Endowed gifts provide grants over time that exceed the original gift amount…and they continue to provide a meaningful benefit to the community forever. When creating a charitable fund, let us know that you want your gifts permanently endowed to support causes dear to you and organizations you value.

Grants made in the past 16 years exceed $42,000 and today’s Fund value is nearly $111,000.

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Our board of trustees is comprised of Shelby County natives and long-term residents who value the principles, work ethic and community spirit found here. The board’s role is to be active stewards in the investment and distribution of charitable dollars, ensuring that each charitable fund stays on the path indicated by the establishing donor or organization. Trustees are nominated by the current board of trustees and appointed by the Judge of the Shelby County Court of Common Pleas. Trustees may serve two five-year terms.

CFSC TRUSTEES AND STAFF

Rudy Keister Mardie Milligan

Aaron Koenig

Jerry Doerger Mick Given Cindy HelmanKaren Fortman

Priscilla Wilt

Norm Smith

StaffMarian Spicer, Executive Director, mspicer@commfoun.comJessica Fortkamp, Donor Relations Director, jfortkamp@commfoun.comJeanne Hoying, Accounting Manager, jhoying@commfoun.comSara Mitchell, Office Assistant, smitchell@commfoun.comBarbara Stueve, Accounting Administrator, bstueve@commfoun.com

Sara Mitchell Barbara StueveJeanne HoyingJessica FortkampMarian Spicer

Doug Borchers

Doug Stewart

For More Information About CFSC

TRUSTEESRudy Keister, ChairMardie Milligan, Vice ChairDoug Borchers, SecretaryNorm Smith, TreasurerJerry DoergerKaren FortmanMick GivenCindy HelmanAaron KoenigDoug StewartPriscilla Wilt

Call us at (937) 497-7800

Email: info@CommFoun.comwww.CommFoun.com

COMMITTEESDevelopment CommitteeCindy Helman, ChairDan BensmanKaren Fortman Ken MonnierMardie MilliganBill Shaw

Distribution CommitteePriscilla Wilt, ChairDoug BorchersJim DavisMick GivenAaron KoenigSteve MaschoNorm SmithDoug Stewart

Executive CommitteeRudy Keister, ChairDoug BorchersMardie MilliganNorm Smith

Investment CommitteeRudy Keister, ChairDan BensmanEd BorchersBruce Boyd Jerry DoergerCindy HelmanPriscilla Wilt

Our offices are in downtown Sidney:Courtview Center Suite 202

100 South Main AvenueSidney, OH 45365

NON PROFITU.S. POSTAGE

PAIDSIDNEY, OH

PERMIT NO. 44

Suite 202100 S. Main AvenueSidney, OH 45365-2771

COMMUNITY FOUNDATION OF SHELBY COUNTY

Courtview Center Suite 202, 100 South Main Avenue

Sidney, OH 45365Phone: 937-497-7800

Fax: 937-497-7799Email: info@CommFoun.com

www.CommFoun.com

THANK YOU