+ All Categories
Home > Documents > 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf ·...

2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf ·...

Date post: 11-Mar-2020
Category:
Upload: others
View: 5 times
Download: 0 times
Share this document with a friend
28
20 18 Annual Report Wells County Foundation
Transcript
Page 1: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

2018 Annual ReportWells County Foundation

Page 2: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

THE MISSION......of The Wells County Foundation, Inc. is to enhance the present and future quality of

life of the Wells County community.

1

The Wells County Foundation, Inc. is a vehicle for people of all means to make a lasting difference in Wells County. The central purpose of the Foundation is to serve the needs and philanthropic aims of donors who wish to better Wells County, now and in the future. The Foundation accomplishes this by providing donors with flexible, efficient, and tax-effective ways to ensure their charitable giving achieves the greatest possible impact.

The Foundation represents a wide variety of ideas and interests of individual donors who have united in a common purpose and the bettering of the Wells County community both now and in the future. Whatever your charitable intentions, there are ways to achieve them through a gift to the Foundation.

Page 3: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people who make contributions to a

community foundation. Whether your gift is in honor or in memory of a friend or loved one, or to meet your personal charitable wishes, the cash gifts contributed each year help the community foundation grow and expand its support of our local community.

Securities – Contributions of securities are attractive to people who have held stocks or bonds for a long period of time, especially when the appreciation is so great that the capital gains tax would take a substantial portion of the value if they were liquidated. With gifts of appreciated securities you are able to make a significantly larger contribution to the community foundation than the actual or original cost of those securities, so both you and the foundation, and ultimately, the community, benefit.

Life Insurance – It may surprise you to know that your life insurance policy can be used as a charitable gift. You may have been paying premiums on life insurance for years, but now the protection is no longer needed or you may own a paid-up policy. Because the policy has value and you want the foundation to benefit, you may donate the policy to the community foundation, making the foundation both owner and beneficiary of the policy. You will receive an immediate tax deduction usually in the amount equal to the cash surrender value.

Testamentary Gifts – A testamentary gift is a specific bequest in your will or testamentary trust. Such gifts are exempt from estate tax.

Charitable Gift Annuities – A gift annuity is a contract between a charity and a donor. In return for a donation of cash or other assets, the charity agrees to pay a fixed payment for life to the donor or to a friend or family member of the donor’s choosing. The donor also can claim a charitable tax deduction. If a donor funds a gift annuity with long-term capital gain property, the donor will have to report only some of the gain, and may be able to report it in installments over many years.

Huggins-Mann Pretzels, Inc. Donor-Advised Fund Distribution to Helping Hands Pregnancy Resource Center

2

Page 4: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Types of Funds Operating Funds

Operational gifts constitute an important source of contributions for the Foundation’s administrative expenses. These gifts allow the Foundation to focus permanent endowment funds on grants and programs.• Operating Endowment Fund• Operating Fund

Unrestricted FundsDonors with varied philanthropic

interests find that a fund in the community foundation is a simple and flexible way to accomplish their charitable objectives. An unrestricted gift to the Foundation is an excellent way to provide resources for grantmaking and help make a positive difference in the community. Income from these

funds is used for grants to nonprofit organizations serving Wells County.• Community Enhancement

Endowment Fund• Ellen A. Gerbers Unrestricted

Endowment Fund• Edward J. and Henrietta R. Goetz

Unrestricted Endowment Fund• Charles F. and Hildreth L. Hissem

Endowment Fund• Ossian State Bank Community

Enrichment Endowment Fund• Edwina Patton Unrestricted

Endowment Fund• Elizabeth V. Patton Unrestricted

Endowment Fund• Margaret Powers Unrestricted

Endowment Fund• Unrestricted Endowment Fund• Unrestricted Fund

These types of funds are established by donors who wish to contribute to an area of concern (e.g., youth, family welfare, etc.) but do not want to designate a particular organization. The Foundation makes grants that meet current needs in the chosen fields.

• Burl and Edith Bryan Fund• Phyllis I. Genth Fund*• Habitat for Humanity of Wells County,

Inc. Fund• Ingeburg Clawson and Glenda Kaye

Meyer Field of Interest Fund• Indiana Lions for Leader Dog, Inc.

Agency Pass-Through Fund• LiGHT Endowment Fund• LiGHT Fund• Ronald L. Milholland Memorial

Endowment Fund• Virginia Gene Neuenschwander

Youth Fund• Panos Free Clinic Fund• Earl F. & Vera R. Rudy Youth

Enhancement Endowment Fund• Phyllis Shinn Memorial Fund• Robert E. and Leota M. Springer Field

of Interest Fund• G. Robert and Emma Studabaker

Endowment Fund for the Physically and/or Mentally Challenged

• G. Robert and Emma Studabaker Senior Citizen Endowment Fund

• Wells County Ag Leadership Endowment Fund

LiGHT Grant to Wells Community Boys and Girls Club

3

Page 5: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Scholarship FundsMany donors create scholarship

funds to honor or memorialize an individual or serve a specific purpose that is important to the donor. Scholarships can enable students to pursue traditional higher education or trade/technical training.• P.A. Allen Memorial Scholarship Fund• Mabel M. Wilson Archbold

Scholarship Fund• Mary Elizabeth Steiner Babcock

Endowment Fund• Janet Baker Memorial

Scholarship Fund• Bluffton Fraternal Order of Firefighters

Scholarship Fund• Bluffton-Harrison Elementary PTO

Scholarship Endowment Fund• Ralph A. Broman Educational

Scholarship Fund• Mr. and Mrs. Pete W. Cole

Scholarship Fund• Claude and Helen Decker Memorial

Scholarship Fund• Loren and Helen Decker Scholarship

Endowment Fund• Ronald E. DeWitt Memorial

Scholarship Fund

• James I. and Glennis S. Dick Business Scholarship Fund

• Paul and Phyllis Dotterer Memorial Scholarship Endowment Fund

• Jill Dreyer Memorial Nursing Scholarship Fund

• Daniel M. and Ruth A. Eichhorn Scholarship Endowment Fund

• Jean and Joe W. Gilliam Scholarship Endowment Fund

• Edward and Henrietta Goetz Scholarship Endowment Fund

• The Scott Hanni Memorial Scholarship Fund

• LiGHT The Way Gifting Scholarship Endowment Fund

• Harry and Dorothy Lindstrand, Bernard Hookanson and Phoebe Lindstrand Hookanson Memorial Scholarship Fund

• Zack W. McKee Memorial Scholarship Endowment Fund

• Gary L. McMillen Memorial Scholarship Fund

• Margaret J. McPheeters and Nancy Sprague Williams Scholarship Endowment Fund

• Bettye J. Minniear Memorial Scholarship Endowment Fund

• Montpelier Pony and Saddle Club Scholarship Fund

• Gaylord and Crystal Mounsey Scholarship Fund

• Painter-Webber Scholarship Endowment Fund

• Edwina Patton Memorial Scholarship Endowment Fund

• Robert E. Pence Scholarship Endowment Fund

• Clare and Edith Prible Memorial Scholarship Endowment Fund for Boehmer Church

• Deborah Reinhard Memorial Teaching Scholarship Fund*

• Sellers Family Memorial Scholarship Endowment Fund

• Sellers Family Memorial Scholarship for Manchester University Fund

• Rex, Marceille and Jerry Shutt Memorial Scholarship Fund

• James W. Stogdill Memorial Scholarship Endowment Fund

• Lou Ann C. Stogdill Memorial Fine Arts Scholarship Endowment Fund

• William J. and Phyllis (Zehr) Stogdill Memorial Scholarship Endowment Fund

• August and Eleanor Streater Mathematics and Science Scholarship Endowment Fund

4

Page 6: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

• G. Robert and Emma Studabaker Agricultural Scholarship Endowment Fund

• Wells County Master Gardener Scholarship Fund

• Wells County Medical Alliance Scholarship Endowment Fund

• Wells County Pilots Association, Inc. Fund

• Wells County Turnaround Award Fund• Vance and Marie Wilson Nursing

Scholarship Fund

Donor-Advised FundsThese are basically unrestricted

funds, but donors have the privilege of suggesting the organizations to receive grants. While the ultimate decision must remain with the Foundation’s board, the Foundation listens closely to its donors and does its best to honor their recommendations as long as they are consistent with the Foundation’s charitable objectives.• Robert S. Apple Memorial Donor-

Advised Fund• Clarence and Geneva Croy Memorial

Donor-Advised Fund• DAD’s Fund*

• Dr. Walter O. and Bette A. Erxleben Donor-Advised Endowment Fund

• Espich-Gabet Donor-Advised Endowment Fund

• Jaime M. Gentis Memorial Donor-Advised Fund

• Bruce and Willmina Hogg Donor-Advised Endowment Fund

• Huggins-Mann Pretzels, Inc. Donor- Advised Fund*

• Howard and Beverly Rich Donor-Advised Fund

• David Steury Family Endowment Fund• Wabash Endowment Fund• Lewis and Eileen Ward Memorial

Endowment Fund

Designated FundsDesignated funds can be tailored

for donors who want to support one or more specific organizations today but recognize that the world may change. If, in the future, an organization ceases to function or exist, the Foundation can then redirect income from the fund to organizations with a similar mission.• Angel of Hope Memorial Park, Inc.

Endowment Fund• Archbold-Wilson Memorial Park

Improvement Fund

• Arts, Commerce and Visitor Centre Reserved Capital Improvements Fund

• Babcock Family Gazebo Maintenance Fund

• Bi-County Services, Inc. Designated Fund

• Bluffton RiverGreenway Preservation Fund

• Bluffton-Wells County Animal Shelter Fund

• Downtown Bluffton Revitalization Maintenance Endowment Fund

• Christian Care Retirement Community Contingency Endowment Fund

• Robert E. Covault Endowment Fund• Creative Arts Council of Wells County,

Inc. Operating Endowment Fund• Claude and Helen Decker Emmanuels

Cemetery Endowment Fund• Decker Endowment Fund• K. Robert Ehrman Endowment Fund• Eugene and Marilyn Glick Endowment

Fund for Kehoe Park Concerts• The Huggins-Mann Pretzels, Inc.

Legacy Fund*• Kehoe Park Rotary Stage Fund• Kehoe Park Summer Concert

Series Fund• Anne Marie Kuzmitz and Margaret

Clare Kuzmitz Endowment Fund• Kenneth and Beth Lampton Creative

Arts School of Ballet Endowment Fund

Heartland Sings

5

Page 7: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

• Limberlost Scouters of Anthony Wayne Area Council Endowment Fund

• Mossburg Cemetery Endowment Fund• Deb Neuenschwander Memorial

Endowment Fund• Northern Wells Community Schools

Educational Fund• Parlor City Athletic Club

Endowment Fund• Pretzels, Inc. Scholarship

Endowment Fund• Psi Iota Xi Sorority (Alpha Eta Chapter)

Creative Arts Endowment Fund• Mary V. Reinhard Memorial

Endowment Fund• Remembrance Fund• Resource Library/Seminar Fund• Howard and Beverly Rich Kehoe Park

Endowment Fund• George K. & Viella E. Robb

Endowment Fund• Rock Steady Boxing Program Fund*• Sailsbery Family Endowment Fund• Southern Wells Community

Schools Fund• Doctor Tom Stogdill Community

Service Award Endowment Fund• G. Robert and Emma Studabaker

Endowment Fund for Wells Community Boys and Girls Club, Inc.

• United Way of Wells County Endowment Fund

• Wells Community Swimming Pool Fund

• Wells County Community Center Endowment Fund

• Wells County Historical Society Endowment Fund

• Wells County Spay/Neuter Assistance Fund

• Wells County Senior Citizens Center Endowment Fund

• Wells To Riley Fund• Whicker Park Inclusive Community

Playground Fund

Agency Endowment FundsAgency Endowment Funds are

created for the benefit of charitable organizations or agencies that prefer to establish funds within the Foundation rather than create and manage their own funds. They are a practical and administratively efficient

way for nonprofit groups to ensure sustained, future funding. Agency Endowment Funds allow a charitable organization to take advantage of the community foundation characteristics of permanence, of pooling funds for better investment return, and of reduced administrative costs. The organization thus places its endowment within the community foundation and each year receives income from the fund.• Acres, Inc.

Endowment Fund• Agape Respite Care,

Inc. Endowment Fund• Bluffton Rotarian’s

Endowment Fund• Caley Memorial

Endowment Fund• Family Centered

Services, Inc. Endowment Fund

• Indiana Lions For Leader Dog, Inc. Endowment Fund

• Junior Achievement of Northern Indiana – Serving Wells County Fund

• Norwell Dollars for Scholars Fund

• The Salvation Army Hope for Wells County Endowment Fund

• Wells Community Boys and Girls Club Endowment Fund

• Wells County 4-H Program Endowment Fund

• Wells County Public Library Endowment Fund

• Wells County Soil and Water Conservation Fund

• Youth Philanthropy Endowment Fund• YWCA of Wells County Agency

Endowment Fund

Pass-Through FundsPass-through funds are

established for specific community needs and over time the funds are expended when projects are completed.

• Angel of Hope Memorial Park Fund• Animal Emergency Medical Care Fund• Vera Cruz Flood Relief Fund• Wells County Veterans Civil War

Cannon Restoration Fund

*Denotes a new 2018 fund

Wells County Historical Society Annex

6

Page 8: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

2018 Distributions & Grants

The Wells County Foundation, Inc. expended a total of $1,216,446 for grants, scholarships, agency and fund income distributions in 2018. The listing of the grants follows:

Operating Fund$300,000• Wells County Revitalization, Inc.

Unrestricted Funds$187,078.73Community Enhancement Endowment Fund• Bluffton Parks and Recreation

Department• Brightpoint• Creative Arts Council of Wells

County, Inc.• Junior Achievement of

Northern Indiana• The Town of Uniondale

Ellen A. Gerbers Unrestricted Endowment Fund• Fort Wayne Philharmonic

Charles F. and Hildreth L. Hissem Endowment Fund• Citizens Against Drug Abuse of

Wells County

Edward J. and Henrietta R. Goetz Unrestricted Endowment Fund• Creative Arts Council of Wells

County, Inc.

Edwina Patton Unrestricted Endowment Fund• First United Methodist Church• Town of Vera Cruz

Elizabeth V. Patton Unrestricted Endowment Fund• Bluffton-Harrison M.S.D.• Caylor-Nickel Foundation Family YMCA• Creative Arts Council of Wells

County, Inc.

• Kate’s Kart• Northern Wells Community

School Corporation• Southern Wells Community Schools• Wells Community Boys and Girls

Club, Inc.• Wells County Revitalization, Inc.

Margaret Powers Unrestricted Endowment Fund• Alive & Well, Inc.• Bluffton Parks and

Recreation Department• Ossian Parks Department

Unrestricted Fund• Community Harvest Food Bank of

NE Indiana• First United Methodist Church• Mad Anthonys Children’s Hope House• Wells County Food & Clothing Bank7

Uniondale Town Park

Page 9: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Unrestricted Endowment Fund• Creative Arts Council of Wells

County, Inc.• Family Centered Services, Inc.• Poneto Volunteer Fire Department• Wells County 4-H Association• Wells County Food & Clothing Bank• Purdue Cooperative Extension of

Wells County

Field of Interest Funds$19,765.00LiGHT Fund• BrickHouse Family Ministries, Inc.• Citizens Against Drug Abuse of

Wells County• Helping Hands Pregnancy

Resource Center• Park United Brethren Church• Wells Community Boys and Girls

Club, Inc.

Virginia Gene Neuenschwander Youth Fund• Wells County Public Library

Earl F. and Vera R. Rudy Youth Enhancement Endowment Fund• Wells County 4-H Association

Phyllis Shinn Memorial Fund• Creative Arts Council of Wells

County, Inc.

G. Robert and Emma Studabaker Endowment Fund for the Physically and/or Mentally Challenged• Town of Vera Cruz

Wells County Ag Leadership Endowment Fund• Indiana Farm Bureau District 4

Donor-Advised Funds$143,847.84Robert Steven Apple Memorial Donor-Advised Fund• Family Centered Services, Inc.• Citizens Against Drug Abuse of

Wells County• Wells Community Boys and Girls

Club, Inc.

Clarence and Geneva Croy Memorial Donor-Advised Fund• Six Mile Church

Dr. Walter O. and Bette A. Erxleben Donor-Advised Endowment Fund• Community Care of Wells County• Family Centered Services, Inc.

Espich-Gabet Donor-Advised Endowment Fund• Soarin’ Hawk Raptor Rehab Center

The Huggins-Mann Pretzels, Inc. Donor Advised Fund• Bluffton Fire Department• Bluffton Parks and Recreation

Department• Bi-County Services, Inc.• Family Centered Services, Inc.• Helping Hands Pregnancy

Resource Center• United Way of Wells County• Wells Community Boys and Girls

Club, Inc. • Wells County Revitalization, Inc.

Quabache Fund• Wells County Revitalization, Inc.

Wabash Endowment Fund• Wells County Public Library

Designated Funds$176,751.29Arts, Commerce and Visitor Centre Reserved Capital Improvements Fund• Wells County Revitalization, Inc.

8

“The Best Christmas Pageant Ever”

Page 10: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Robert E. Covault Endowment Fund• Wells County Revitalization, Inc.

Creative Arts Council of Wells County, Inc. Operating Endowment Fund• Creative Arts Council of Wells

County, Inc.

Decker Endowment Fund• First Reformed Church of Bluffton

Claude and Helen Decker Emmanuels Cemetery Endowment Fund• Emmanuels Cemetery Association

Downtown Bluffton Revitalization Maintenance Endowment Fund• Wells County Revitalization, Inc.

K. Robert Ehrman Endowment Fund• Pleasant Dale Cemetery Association• Pleasant Dale Church of the Brethren

Kehoe Park Summer Concert Fund• 2018 Kehoe Summer Concert Series

Anne Marie Kuzmitz and Margaret Clare Kuzmitz Endowment Fund• St. Joseph

Catholic Church• St. Vincent de Paul

Catholic Church

Kenneth and Beth Lampton Creative Arts School of Ballet Endowment Fund• Creative Arts Council of Wells

County, Inc.

Limberlost Scouters of Anthony Wayne Area Council Endowment Fund• Anthony Wayne Area Boy

Scouts Council

Mossburg Cemetery Endowment Fund• Mossburg Cemetery Association

Deb Neuenschwander Memorial Endowment Fund• Ossian Elementary School Library

Parlor City Athletic Club Endowment Fund• Wells Community Boys & Girls

Club, Inc.

Pretzel’s, Inc. Scholarship Endowment Fund• Bluffton/Southern Wells Dollars

for Scholars• Norwell Dollars for Scholars

Psi Iota Xi Sorority (Alpha Eta Chapter) Creative Arts Endowment Fund• Creative Arts Council of Wells

County, Inc.

Mary V. Reinhard Memorial Endowment Fund• Pleasant Dale Church of the Brethren

Rock Steady Boxing Program Fund• Bluffton Parks &

Recreation Department

George K. & Veilla Robb Endowment Fund• Bi-County Services, Inc.• Heartspring, Inc.• Ossian Fire Department

Sailsbery Family Endowment Fund• Ball State University Foundation• Northern Wells Community

School Corporation

G. Robert and Emma Studabaker Endowment Fund for Wells Community Boys and Girls Club• Wells Community Boys and Girls

Club, Inc.

Wells County Community Center Endowment Fund• Wells County 4-H Association

Wells County Historical Society Endowment Fund• Wells County Historical Society

Caylor-Nickel Foundation YMCA Early Learning Center STEM Grant

9

Camp Watchawannado

Page 11: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Wells County Neuter/Spay Assistance Fund• Wells County Neuter/Spay

assistance program

Wells County Senior Citizens Center Endowment Fund• Wells County Council on Aging, Inc.

Wells to Riley Fund• Wells to Riley travel

assistance program

Agency Endowment Funds $32,008.90Acres, Inc. Agency Endowment Fund• Acres Land Trust

Family Centered Services, Inc. Endowment Fund• Family Centered Services, Inc.

Norwell Dollars for Scholars Endowment Fund• Norwell Dollars for Scholars

The Wells County 4-H Program Endowment Fund• Wells County 4-H Association

Wells Community Boys & Girls Club, Inc. Endowment Fund• Wells Community Boys & Girls

Club, Inc.

Whicker Park Inclusive Community Playground Fund• Bi-County Services, Inc.

Youth Philanthropy Endowment Fund• Family Centered Services, Inc.

Pass-Through Funds$539.00Angel of Hope Memorial Park Fund• Hope Lights a Tree

Scholarships$389,003.18P. A. Allen Memorial Scholarship• Brandon Lockwood

Mabel M. Wilson Archbold Scholarship• Bryant A. Barger• Katherine G. Brandewie

Mary Elizabeth Steiner Babcock Scholarship• Mckenzey A. Denney

Janet Baker Memorial Scholarship• Adam Baumgartner

Bluffton-Harrison Elementary PTO Scholarship• Connor B. Hiday• Oriana B. Makowski

Ralph A. Broman Educational Scholarship• Elizabeth N. Steveler

Burl and Edith Bryan Scholarship• Sara R. Eubank• Reggie B. Garrett• Sophia R. Gerber• Brody M. Myers• Chelly E. Neuenschwander• Andrew D. Rinehart• Lois M. Yoder

Christian Care Retirement Community Scholarship• Cecelya J. Archbold

Ingeburg Clawson and Glenda Kaye Meyer Educational Scholarship• Kamala M. Brandewie• Alexandria K. Haddix

Claude and Helen Decker Memorial Scholarship• Sarah J. Jones• April J. Neuenschwander• Will B. Zimmer

Mr. & Mrs. Pete W. Cole Scholarship Fund• Isaac R. Stults

Loren and Helen Decker Educational Scholarship• Ian N. Clark• Emily L. Zeddis

Ronald E. DeWitt Memorial Scholarship• Connor B. Hiday• Trisa L. Moser

James I. and Glennis S. Dick Business Scholarship• McKenna S. Eltzroth

Paul and Phyllis Dotterer Memorial Scholarship• Valeria Gonzalez

Jill Dreyer Memorial Nursing Scholarship• Brianna M. Bolinger• Alexandria K. Haddix

10

Wells County 4-H Park Log Cabin Restoration

Page 12: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

K. Robert Ehrman Educational Scholarship• Allison R. Blevins• Christina J. Dahlstrom• Madison S. Gephart

K. Robert Ehrman Trade/Technical Scholarship• Chad E. Biberstine• Kaitlen M. Geimer• Matthew L. Geisel• Jada R. Johnson• Bailey M. Petersen• Brandon K. Shoeneman

Daniel M. and Ruth A. Eichhorn Scholarship• Estee C. Frauhiger

Jean and Joe W. Gilliam Scholarship• Claudia C. Vitz

Edward and Henrietta Goetz Nursing Scholarship• Breanna N. Hinshaw

Edward and Henrietta Goetz STEM Scholarship• Geoffrey C. Koteskey

The Scott Hanni Memorial Scholarship• Erin E. White

LiGHT The Way Gifting Scholarship• Gabrielle Hamilton

• Sadie C. Mann• Shanda N. Miller

Lilly Endowment Community Scholarship• Gabrielle E. Streveler

Harry and Dorothy Lindstrand, Bernard Hookanson and Phoebe Lindstrand Hookanson Memorial Scholarship• April J. Neuenschwander

Bettye J. Minniear Memorial Scholarship• Parker J. Blevins• Kendall M. Samsel

Montpelier Pony & Saddle Club Scholarship• Melody G. Fox

Gaylord and Crystal Mounsey Scholarship• Colten R. Dettmer• Hudson T. Shalley• Erin E. White

John and Martha Mugg Memorial Scholarship• Dalton D. Southard

Painter-Webber Scholarship• Adam Baumgartner

Edwina Patton Memorial Scholarship• Trisa L. Moser

Clare and Edith Prible Memorial Scholarship• Evan J. Huffman

Forrest Dwight Ramseyer Memorial Scholarship• Abigail R. Hoover• Jada R. Johnson• April J. Neuenschwander• Aidan Stettner• Nathan D. Stout

Mary V. Reinhard Memorial Education Scholarship• Mckenzey A. Denney• Madison S. Gephart

Sellers Family Memorial Scholarship• Carissa M. Carter• Sara R. Eubank• Elisse D. Huss• Teyler A. Siples• Elizabeth N. Streveler• Tiffani M. Sutherland

Sellers Family Memorial Scholarship for Manchester University• Caleb M. Hoppe• Kyra A. Zadylak

Rex, Marceille and Jerry Shutt Memorial Scholarship• Alexandra Christianson

11 Wells County Youth Leadership Forum

Page 13: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

James W. Stogdill Memorial Scholarship• Walker Leas

Lou Ann C. Stogdill Fine Arts Scholarship• Gabrielle Hamilton

William J. and Phyllis (Zehr) Stogdill Memorial Scholarship• Nathan D. Stout

August and Eleanor Streater Mathematics and Science Scholarship• Joshua D. Schmidt• Nathan D. Stout

G. Robert & Emma Studabaker Agriculture Scholarship• Danielle J. Kratzer• Brook M. Lobsiger

Lewis Ward Memorial Scholarship• Noah R. Christal

Wells County Pilots Association, Inc. Scholarship• Brandon M. Nicholson

Wells County Foundation Scholarship• Estee C. Frauhiger

Wells County Master Gardener Scholarship• Colten R. Dettmer

Wells County Turnaround Scholarship• Madison D. Bowman• Madison Y. Enyeart• Hunter A. Oswalt

Eileen Ward Memorial Scholarship• MaKenna Liby

Vance and Marie Wilson Nursing Scholarship• Breanna N. Hinshaw

2018 Wells County Lilly Endowment Community Scholar

Gabrielle Streveler

Gabrielle, a Bluffton High School graduate, is the daughter of Joseph and Rachel Streveler.

Gabrielle was an active, two-year member of National Honor Society, and served as vice president. Gabrielle achieved high honor roll for each term of her high school career. She received outstanding student awards in algebra, Spanish, biology, and biology II. She was selected as a Wells County Foundation/Bluffton Rotary Club outstanding scholar and served as a Bluffton High School leadership conference representative. She was a four-year member of Campus Life, serving as a core leader for three of those years.

Gabrielle was a four-year member of Students for Christ, serving as president for one year. She was a three-year varsity basketball team member and a one-year varsity volleyball team member. Gabrielle was selected to attend the Wells County Youth Leadership Forum and was also active in the drama club and served as a peer tutor.

Gabrielle was selected as a participant for the Tri Kappa Art Show. She also led the See You at the Pole event during her senior year.

Gabrielle was an active member of the Life Community youth group, leading a bible study for two summers. She participated in two mission trips to Haiti and served as a volunteer receptionist for Forgotten Children Worldwide.

Gabrielle’s volunteer service to her community is vast. She volunteered for Helping Hands Pregnancy Resource Center, the Bluffton Parks and Recreation Department, Youth for Christ, at the First Church of Christ and Christian Care Retirement Community to name just a few.

Gabrielle is a student at Taylor University, majoring in exercise science.

12

Gabrielle Streveler

Page 14: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

“We can all make a difference in the lives of others in need, because it is the most simple of gestures that make the most significant of differences.”

― Miya Yamanouchi ―

LiGHT is a women’s giving initiative of The Wells County Foundation, Inc. The purpose of LiGHT is simply to improve the quality of life for women and children in Wells County by collectively funding grants to charitable projects with the same purpose. 2018 marked the sixth year for LiGHT, with an all-time high membership of 266. LiGHT continues as the largest women’s group in the state of Indiana (of those administered by community foundations).

LiGHT is made up of donors who contribute a minimum of $25 annually. While gifts of any amount are welcome at any time, donors who contribute $25 annually have the opportunity to cast an individual vote for grant receiving agencies at the fall business meeting. A gift to LiGHT is also a meaningful way to honor or memorialize wives, daughters, mothers or any special woman.

In 2018, LiGHT grants totaled $8,490. Agencies benefitting from 2018 LiGHT funding were: Brickhouse Family Ministries (Table Talk to Teenage Sons program); Helping Hands Pregnancy Resource Center (cribs and mattresses); Park United Brethren Church (Food Fight program which pays negative balance of school lunch accounts so all kids get a hot lunch); and Wells

Community Boys and Girls Club (Safe Kid Project, audio/video door station).

The ladies of LiGHT hosted LiGHTEN UP! 2018 in April. Guests enjoyed an evening of fellowship, desserts and an inspiring message of hope and the power of forgiveness from News Channel 15 Anchor Terra Brantley. Representatives from the grant receiving organizations from 2017 provided updates regarding how the grant funds were being utilized.

The Foundation proudly underwrites the administrative costs associated with LiGHT so that 100% of the contributions received directly benefit women and children in Wells County.

LiGHT Steering Committee

Angie Dial Teresa Dustman Marge Ellis Alyssa Gerber

Jill Markley Rhonda Shaw Tammy Slater Janella Stronczek

Pat Trant, Emerita

Taffy Gerber

13

Page 15: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

14

LiGHTEN UP! 2018

Page 16: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

DonorsThe Foundation gratefully

acknowledges the following individuals, organizations, foundations, businesses and corporations who have assisted the Foundation and the Wells County community through their generosity.Angel of Hope Memorial Park, Inc. Endowment Fund • Frank E. and Tonya M. Aerts• Donna M. Anderson• Mitchell L. and Connie J. Anderson• Jerry W. and Judy K. Baller• David M. and Robin R. Barton• Bradley J. and Michelle M.

Baumgartner• Galen J. and Joyce M. Baumgartner• Nancy J. Bonham• Mary Ann Bricker• Mary E. Brickey• Charles H. and Joy L. Brown• Charles H. and Lois J. Brown• Nicolas M. and Teresa A. Camacho

• Mike E. Chaney• Margie Collins• Janet DeWitt• E. Carol Duncan• Mary Ann Ellenberger• Lynn Elliott• Pearl L. Fisher• Sheila Flowtow• Bud and Esther Frauhiger• Keith E. and Carol D. Frauhiger• Emma Fuller• Sandra K. Garcia• Tony H. and Lu Ann Garton• Kerry and Michelle Gentis & family• William and Sharon Gentis• Lauretta George• David L. and Marcene L. Gilliom• Edward J. Goetz, Jr.• Carolyn J. Graham• Jack E. and Judith A. Harris• Jane Harris• Stanley and Sandra Heyerly• Thomas W. Hiester• Tommy L. and Carol J. Higgins• Jenny Hitchens• Jim and Marcia C. Hotopp• Diane S. Humphrey

• Brent A. and Darcy A. Isch• Howard E. and Janis K. Jones• Brandi Killingbeck• Spencer F. and Nancy J. Kumlien• Carolyn A. Landis• Valera E. Liby• Marilyn Maddox• Joel P. and Patricia R. Makowski• Meyer Building, LLC • Franklin D. and Norma L. Moser • Jerry K. and Lois G. Murray • Glenn S. Myers • Ruth Ann Overholt • Diane M. Owen • Amy L. Palmer • Glenna L. Plummer • Rex P. Raber • Erma R. Redding • Jeanne R. Ripple • Michael R. and Deborah F. Sailsbery • Steve and Laura Sawyer • Ray L. and Jane A. Searles • Harry T. and Melanie J. Shady • Gloria L. Shinn • Edward D. Sigl • Wanda J. Smith • Arno K. and Ella M. Sonnenberg

15

Page 17: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Wanda Smith was selected as the 2018 “Bette A. Erxleben Volunteer of the Year”. This annual award is to honor individuals from Wells County who have made significant contributions in such areas of community service as youth, education, human services, community development, health or the environment.

Wanda, a native of Muncie, Indiana, moved to Bluffton with her husband and children in 1967. Wells County has been her home since that time. Wanda retired from Caylor-Nickel Clinic, where she worked as a microbiologist. She was married to Hyde Smith, who passed away in 1997.

Wanda’s volunteer service is extensive. While still in high school, Wanda served her church through teaching Sunday school. In college, she served through organizing fund raisers for numerous organizations. While raising their five children, Wanda continued to volunteer through school parent/teacher organizations, as a cub scout leader and cookie mom. She was active in the band boosters and chaperoned many band trips.

Wanda and her late husband Hyde were actively involved with

the local Habitat for Humanity organization, locally. Wanda has been involved in serving through her church, First United Methodist Church in many capacities over the years. She was a Sunday school teacher, organizer and worker for the church funeral dinners, serving as a church council member for more than 32 years and was chair-person for the board of trustees. She was also the treasurer for United Methodist Women. Wanda’s service is instrumental in the Kate’s Kitchen ministry through the church. She organizes planning and preparation for 200 meals served through this program.

In addition, Wanda makes fleece blankets for the boys at Bashor Home, crochets hats for cancer patients and hand-makes cards for the card ministry, serving shut-ins of the church. Wanda also serves as a volunteer for the local food bank. She also keeps an updated scrapbook on behalf of the local Creative Arts Council.

Wanda’s broad range of sacrificial service throughout our community exemplifies the individuals this award seeks to honor,” said Tammy Slater, Foundation CEO.

2018 Volunteer of the Year

• Carl W. Stauffer • Bruce K. and Kate M. Stinson • Richard W. Stroud • Scott D. and Iris E. Stultz • Nicolas G. and Kimberli A.

Szarenski • Julia A. Tobias • Gerald and Diann Tonner • Patti Troxel • Robert H. and Eleanor J. Wood • Ann L. WygantIn memory of Ann Dunwiddie• Paula Smith

Arts, Commerce and Visitor Centre Reserved Capital Improvements Fund • Wells County Arts, Commerce and

Visitor Centre

Babcock Family Gazebo Maintenance Fund • Dr. George K. and Janice L.

Babcock

Bluffton-Wells County Animal Shelter Fund In memory of Mary Jane Nave• Dwight L. and Nancy A. Moore

Baker• Robert G. Buehl, Jr.• Mary J. Decker• Mike and Shirley Duncan• Julee Frauhiger• Arlene Gordon • Loretta S. Hauser• Hoosier Pattern, Inc.• Joyce Hoover• Phyllis J. Pease & Family• Dianne E. Schwarzkopf• Nancy S. SwovelandIn memory of Bonnie Sullivan• Barbara and Corinne ProughIn memory of Ramon Villamil • Dr. Walter O. and Bette A. Erxleben • The Muncie Quilt Group• Gloria E. RiverosIn memory of Carrie and Jacob Duke’s dog, Hank• Tom and Maureen ButlerIn memory of Wille the cat • Maureen Butler

16

Bette Erxleben and Wanda Smith

Page 18: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

In memory of Lexie, Erwin, and Bucky• Wesley C. and Cara L. Crickard

Caley Memorial Endowment Fund• Roger A. Sherer

Christian Care Retirement Community Contingency Endowment Fund • Leon R. and Patricia L. Gerber In memory or Russell Diehl • Dr. Walter O. and Bette A. ErxlebenIn memory of Anne Pfeifer • Dr. Walter O. and Bette A. Erxleben

Mr. and Mrs. Pete W. Cole Scholarship Fund • Melba Cole

Community Enhancement Endowment Fund • AdamsWells Internet-Telecom-TV • Amazon Smile• Bradley J. and Michelle M.

Baumgartner • Timothy K. and Julia C. Babcock • Timothy and Vicki Fiechter • Herbert G. and Janet L. Heyerly • Michael A. and Brenda M. Jackson • Richard W. and Susan M. Singer • James L. and Sandra S. Schwarzkopf • Patti Troxel

In memory of Joshia Parsons• Richard W. StroudIn memory of Don Vore• Rick A. JonesIn memory of Donald F. Wood • The Wood FamilyIn memory ofJerry BlinnPatricia BollhoeferPhilip CottonJames DavisJill Murray FairCarol FrauhigerMary Alice FisherMable FreemanKenneth FreiburgerWanda Jane GerberLinda GoodmanEd HarmonLuAnn HostetlerPhillip A. MeyerLarry OverholtVergene ReinhardKylene RoyalLyla M. SchockJoyce SillsTerri WatersDonald Wolfgang • LHN - Bluffton Regional

Medical Center

DAD’s Fund • Daniel R. and Elizabeth A. Gordon • Phillip J. Gordon

Ronald E. DeWitt Memorial Scholarship Fund • Janet DeWitt • Matthew R. and

Shannon M. DeWitt • Cecil and Beth Greck • Julia A. Tobias

James I. and Glennis S. Dick Business Scholarship Fund In memory of Vince Drennen • James I. and Glennis

S. Dick

Jill Dreyer Memorial Nursing Scholarship Fund • Jeff Stroman

Dr. Walter O. and Bette A. Erxleben Donor-Advised Endowment Fund In honor of Walter and Bette Erxleben’s 56th wedding anniversary • Peter L. and Doby L. Confer

Family Centered Services, Inc. Endowment Fund In memory of Harley and Phyllis Confer and Jack and Marilyn Zehner • Peter L. and Doby L. Confer

Phyllis I. Genth Fund • Phyllis Genth Irrevocable Trust

The Huggins-Mann Pretzels, Inc. Donor Advised Fund • Pretzels, Inc.

The Huggins-Mann Pretzels, Inc. Legacy Fund • Pretzels, Inc.

Junior Achievement of Northern Indiana - Serving Wells County Fund • Junior Achievement of

Northern Indiana

Kehoe Park Summer Concert Series Fund • AdamsWells Internet-Telecom-TV • American Mortgage Service Co.

Manufacturing — An Introduction to Technology Field Trip

17

Page 19: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

• George and Jan Babcock • Kevin Beaty Insurance Agency, Inc. • Bluffton Dental Clinic • Bluffton Rotary Club • Briner Building, Inc. • Nile Bucher • CJ’s Flooring, Inc. • Complete Smiles, Inc. • Dale Huffman & Babcock • Dutch Mill Plaza, LLC • Elks Lodge 796 • Eyecare Associates of Bluffton • Fairway Floor Covering, LLC • Doug Fear, Edward Jones • First Bank of Berne• Four Star Services, Inc. • General Manufacturing, Inc. • Edwin E. and Phyllis J. Gentry • Habig Trucking & Excavating, Inc. • Keith A. and Nancy K. Honegger • Honegger Ringger & Co., Inc. • Diane Humphrey • Kroger Food Store, Bluffton• Michael A. and Brenda M. Jackson • James S. Jackson Co., LLC • Kappa Kappa Kappa, Inc.,

Beta Phi Chapter • Lighted Gardens • Main and Market • Meyer Building, LLC • Moose Lodge, Inc., Bluffton 242 • National Oil & Gas, Inc. • NIPSCO Public Affairs • Pretzels, Inc. • Raymond James Financial

Services, Inc. • Resource Maintenance • Roembke Mfg. & Design, Inc. • Roger A. Sherer • Thoma/Rich, Lemler Funeral Home • Wal-Mart Store, Bluffton• Wells County Automotive Supply, Inc. • Yergy’s State Road BBQ

LiGHT Fund • Joyce Accavallo • Joy Addington• Audrey Almdale • Jeane Almdale • Vicki Andrews

• Anonymous Contribution• Lisa Antrim • Lynne Apple • Danielle Archbold • Brandy Aschliman • Linda Athan

• Janice Babcock • Wendy Bailey • Carol Baker • Sue Baller • Donna Ballinger • Barbara Barbieri • Sherry Barnes • Robin Barton • Peggy Bate • Leah Baumgartner • Sara Beaty • Irma Beavans • Eleanor Benes • Laura Bertsch • Jessica Beste

• Twyla R. Bice • Karen Biggs • Carla Bluhm • Sharilyn Boots • Jean Bordner • Andrea Bowers

• Deb Brown • Joy Brown • Lindsay Brubaker • Kelli Bucher • Dianne Burk • Terry Burns • Margaret Buuck • Jackie Chaney • Barbara Charles • Kathy Christner • Donna Cochran • Alexandria Craig • Carmen Cumberland• Kathy Curry • Jackie Dailey

Roush Park Fence

18

Page 20: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

• Susan Dailey • Beth Davis • Kimberly Davis • Stephanie Davis • Janet DeWitt • Angie Dial • Glennis Dick • Lynn Dotterer • Sally Dotterer • Janet Double • Marilyn Douglass • Melanie Durr • Rachel Dustman • Teresa Dustman • Becky Easley • Connie Edington • Terri Ehle

• Lisa Eichler • Mary Ann Ellenberger • Jan Elliott • Lynn Elliott • Marge Ellis • Bette Erxleben

• Lynette Esslinger • Angie Evans • Therese Evans • Karen Everett • Karen Fear • Suzanne Feeback • Kate Feher-Tanner • Kathy Feher • Ginny Fenstermaker • Nila Fenstermaker • Peggy Fiechter • Lorie Fiock • MaryAnn Flowers • Nancy Frank • Dawn Frauhiger • Holly Frauhiger • Janelle Frauhiger

• Linda Fritz • Dorothy Fryback • Bobbie Fulk • Joan Furey • Sandy Garcia • Kim Gentis • Laura Gentis

• Lindsay Gentis • Amy George • Alyssa Gerber • Barbara Gerber • Betty Rose Gerber • Cheryl Gerber • Fawn Gerber • Karyn Gerber • Kathy Gerber • Mary Jo Gerber • Melanie Gerber • Natalie Gerber • Stephanie Gerber • Karen Gerbers • Melinda Gilgen • Natasha Gilgen • Susan Girod

• Wanda Glenn • Jade Glover • Becky Goshorn • Amy Greiner • Linda Hambrick • Shawna Hamilton • Judith Harkless

• Angie Harris• Cheryl Hartigan • Julie Harvey • Anna Mae Henry • Nancy Hewitt • Nedra Hiday • Stephanie Hiday • Shaye Higgins • Alicia Hill • Connie Hirons • Marlene Hoag • Molly Hoag • Nancy Honegger • Marcia Hotopp • Marcelline Hoy • Kim Huffman • Lynne Huffman • Sarah Huffman • Suzanne Huffman • Diane Humphrey • Celia Jackson • Brenda Jackson • Becky Johnson • Diane Johnson• Elaine Johnson • Jamie Johnson • Kay Johnson-Keys • Pamela Johnson• Sherry Johnson • Christine Jones • Kim Jutte • Sally Kain • Judy Kipfer • Rosie Kipfer • Stefanie Kipfer • Brittany Kitt • Jean Kober • Kelly Kober • Deborah Kolkman • Allison Krinn • Jennifer Lambert • Gayle Lanternier • Jodi Leas • Kim Leas• Erica Lehman • Jamie Lemler• Teresa Ley • Janet Lipp • Janet Lowrey

19

Foundation – Sponsored Lunch and Learn

Page 21: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

• Judy Lynch • Sarah MacNeill • Lani Mahnensmith • Jill Markley • Brandi McCormick • Lisa McCormick • Sharon McMillan • Kaitlyn McNally • Sarah Meister • Julie Meitzler • Karen Merkle • Jane Ann Meyer • Sally Meyer • Debra Milholland • Dawn Miller • Kathy Miller • Nancy Miller • Terri Miller • Joan Moon • Nancy Moore-Baker • Moose Lodge, Inc.

Bluffton 242 • Heather Morgan • Luanne Morton • Abby Moser • Marjorie Moser • Patricia Moser • Shelly Mossburg • Cindy Mulkey• Betty Oakes • Georgia Ann Osborn

• Rachel Owen • Mary Beth Patterson • Phyllis Pease • Lauren Petersen • Joyce Phillabaum • Nicole Phillippe • Jeanne Ploetz • Glenna L. Plummer • Patty Poulson • Prom Dress Exchange • Bonnie Ramsey • Lu Reiff • Darlene Reinhard • Kristina Reinhard • Brande Ringger • Mary Ann Ripperger • Tamara Robbins • Karen Roberts • Arvilla Rodenbeck • Yvette Runkle • Marjorie Sanders • Laura Sawyer • Tammy Schaffer • Deb Schantz • Abby Schoeff • Jayne Schriver • Caroline Seese • Melanie Shady • Phyllis Shady • Connie Shaw • Rhonda Shaw

• Sonia Shaw • Barb Sheets • Lisa Sills • Sue Singer • Marilee Skinner • Megan Slater • Tammy Slater • Arleen Smith • Jeslynn Smith • Lauren Smith • Mary E. Smith-Sprunger • Wanda Smith • Sandy Smythe • Michelle Sodervick • Letty Stauffer • Marlise Steffen • Carol Stern • Kate Stinson • Beth Stoller • Thelma Studabaker • Nancy Swoveland • Kim Szarenski • Julia Tobias • Beth Tonner • Mary Towne • Pat Trant • Dahlys Troxel • Patti Troxel • Pam Tuttle • Pam Vanderkolk • Pat Wall

• Saundra Wenger • Jennifer Whicker • Jolin Whicker • Marilyn Whitney • DiAnn Willits • Eleanor Wood • Jill Worden • Mary Jane Yergler • Peggy Yergler In memory of Ronda Chapman• Thomas A. and

Kim L. GentisIn memory of Imogene Cowan• Thomas A. and

Kim L. GentisIn memory of Ann Dunwiddie • Sharon Gentis • Amy Greiner In memory of Ina Marie Grote• Richard D. and Marcelline

J. HoyIn memory of Mary Alice Jackson • Thomas A. and

Kim L. Gentis

Huggins-Mann Pretzels, Inc. Donor-Advised Fund Distributions

20

Page 22: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

In memory of Betty L. Mann • Raymond James Financial

Services, Inc.

LiGHT The Way Gifting Scholarship Endowment Fund • Thomas A. and Kim

L. Gentis

Wells County Master Gardener Scholarship Fund • Wells County Master Gardeners

Zack W. McKee Memorial Scholarship Endowment Fund In memory of Thomas Allen • Boyd and Anita Byerly In memory of Vera Hammond • Linda Abdon• Eric and Rose August • John and Sheila August • Mary Ann August • Keith and Karla Barger • Ben and Sue Bluhm • David and Debra Burke • Boyd and Anita Byerly • Susan Combest • Ken and Karla Cruise • Mark and Kendra Everett • Phyllis Everett • Randy and Pam Everett • Melinda E. Fullenkamp • John and Gwen Gilbert

• Dennis Guillaune • Alan and Joy Hamilton • Chuck and Nancy Hamilton • Dave and Jean Hamilton • Rod and Jennifer Hamilton • The Herman Hammond Family• Kay Hammond • Vickie and Jim Hammond • Larry and Diane Irwin • Ron and Kay Johnson • Richard D. and Cynthia D. Jones, Bill,

Drew, Pop, and girls • Deane and Jane Lehman • Jan Lengerich • Jared and Mandy Lengerich• Mike and Pat Lengerich • Darvon and Judy Light, Jody, Judy,

Julie, and Jon • Tim and Jennifer Mendez • Robert and Regina Miller • Eric and Jessie Myers • Michael Pettibone • Kelly Porter • Dennis Porter and family • Steve and Vicki Rich • Mike and Patricia Sauer • Mr. and Mrs. Fred Sauer • Ralph and Marilyn Sauer • Mark Sauers • Charlie and Deb Schantz, Chris, Erin,

Charlie, Evie, Adam, and Corrie• Brenda and John Schultz

• Bill Simon • Emily Smith • Travis and Johanna Spannan • Anna Spaulding • Tanis Trucking Company • Jay Teeter and family • Nancy Teeter • Bruce and Karen Voshell • Kenny and Arlene Wagner • West End Restaurant Employees • Donald W. and Deeda R. Yoder • Roger and Kimela Young • Linda Zemanek

John and Martha Mugg Memorial Scholarship Fund • Kosciusko County Community

Foundation, Inc.

Operating Endowment Fund In memory of Harley and Phyllis Confer and Jack and Marilyn Zehner • Peter L. and Doby L. Confer

Ossian State Bank Community Enrichment Endowment Fund • Perry L. and Stephanie J. Gerber • Ossian State Bank

Painter-Webber Scholarship Endowment Fund In memory of Mary Painter Webber’s 120th birthday• Clinton J. and Adele M. Holloway

21

LiGHT Honored as a “2018” Friend of CADA”

Page 23: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Pretzels, Inc. Scholarship Endowment Fund • Pretzels, Inc.

Clare and Edith Prible Memorial Scholarship Endowment Fund for Boehmer Church• Kitt and Cindy Prible

Rock Steady Boxing Program Fund • Philip and Marjorie Morgan• P & B Trucking, Inc. • Jim and Jeanne Rinkenberger • Michael R. and Deborah F. Sailsbery• Grady L. Shaner• R. Richard and Patricia Troxel In memory of Dick Troxel • 1st Source Bank • Achieva Salon • Anonymous Contributions • Apostolic Christian Church Vacation

Bible School • Kenn-Feld Group, LLC • Joseph F. and Mary Abella • James Babcock • Galen J. and Joyce M. Baumgartner • Phillip and C. Tina Baumgartner • Best Farms • Ivan J. Bissen • John and Michele Boyd • Briner Building, Inc. • David L. and Deanna K. Brinneman • Brodbeck Seeds, LLC • Robert G. Buehl, Jr. • James W. and Arzetta Mae Cobb • Kevin G. and Christine W. Cossairt • Chris and Julie Desper • DMH Family Farms • Ronald J. and Leanne S. Douglas • Eagle and Fein P.C. • Ted L. and Margaret L. Ellis • Chris A. Geiger • Joy Gilbert • Nolan and Lorraine Griffiths • Dwight and Beverly S. Habegger • Michael W. and Janet M. Hawley • Arlin and Roxanne Heyerly • Tommy L. and Carol J. Higgins • Todd M. and Kristi Hollman • Robert A. and Mary M. Honegger • Donald L. and

Marlene L. Hoopingarner

• Roger B. Irick • Patti J. Isch • Steve and Janis Kaehr

• Richard D. and Marilynn S. Kleinknight • Ruthann Kyle • Landoll Corporation • Joe and Barb Langel • James A. and Kathy D. Lantz • Mary S. Lantz • Beatrice Marchant • Dave and Sue Marchant • Richard C. and Jeannine M. Mettler • Natalie J. Milholland • Jack L. and Jean E. Miller • Gladys Mitchel • Leon E. and Margie More • Walter and Joyce Neuenschwander • Ormsby Trucking, Inc. • Donald E. Orth • Phillip D. and Jeanne A. Pasko • Sid W. and Susan J. Raber • Wayne A. and Susan K. Reinhard • James W. and Jeanne E. Rinkenberger • Karen Kay Roberts • Michele Schwartz and John Rupright • Rebecca A. Rupright • David and Carolyn Schaefer

• Jim and Jan Schwartz • Robert W. and Diana L. Schwartz • Steven K. and Sonia F. Shaw

• Andy and Cindy Shively • David J. and Loretta K. Smith • Richard R. and Mary H. Smith • Dixie L. Snider • C. W. and T. J. Sovine • Sprunger Insulation • Lori Steffen • Nedra L. Steury • Stephen B. and Harriet K. Swartz • Kris K. and Kathleen A. Thompson • Troxel Equipment Company • Patti Troxel • James E. and Betty J. Van Winkle • Wells County Automotive Supply, Inc. • Barbara Hendrick and Craig Walker • Jim and Saundra Wenger • Craig A. Westrick

Phyllis Shinn Memorial Fund • Gloria L. Shinn

Joe Smekens Tiger Spirit Scholarship Fund • First Bank of Berne

22

Wells County 4-H Park Restroom

Page 24: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Brickhouse Family Ministries – Table Talk to Teenage Sons

William J. and Phyllis (Zehr) Stogdill Memorial Scholarship Endowment Fund In memory of Phyllis Stogdill • Beatrice Alberson • Francis A. and Nancy E. Banks • Dr. Walter O. and Bette A. Erxleben• Philip and Mary Beth Hamilton • Horizon Social Fund • Frank and Monica Krieder• Marion Krieder• Marceil D. Kryder • Kruggel Lawton & Company, LLC• LHN - Bluffton Regional Medical Center • Michael D. and Robin E. Miller • Ted and Carolyn Moran• Dr. Brian J. and Valerie D. Stogdill

Wells County Turnaround Scholarship Endowment Fund • 20/20 Custom Molded Plastics, Inc. • A Harvest of Health • AdamsWells Internet-Telecom-TV • American Legion Post 111 • Barkley Builders, Inc. • Bluffton Dental Clinic • BRC Rubber & Plastics, Inc.

• Ted and Marge Ellis • Emshwiller Scheer Acc.

Co., Inc. • First Bank of Berne • Four Star Services, Inc. • General Manufacturing,

Inc. • Perry L. and

Stephanie J. Gerber • GMI Logistics • Habig Trucking &

Excavating, Inc. • Honegger Ringger &

Co., Inc. • Irving Materials, Inc. • James S. Jackson

Co., LLC • Michael A. and Brenda

M. Jackson • LHN - Bluffton Regional

Medical Center • Metaldyne M&A

Bluffton, LLC • Meyer Building, LLC

• Mitchel Enterprises • National Oil & Gas, Inc. • Ossian State Bank • Outdoor Concepts, Inc. • Pretzels, Inc. • Raymond James Financial

Services, Inc. • Roembke Mfg. & Design, Inc. • Shaw Real Estate & Auction, Inc. • Thoma/Rich, Lemler Funeral Home • Three Rivers Federal Credit Union • Troxel Equipment Company • James H. Weaver, Jr. • Welch’s All Vehicle Repair, Inc. In honor of Ted Ellis • Net Insurance, Inc. • NIPSCO Public Affairs

United Way of Wells County Endowment Fund In memory of Agnes Baker • Peter L. and Doby L. Confer

Vera Cruz Flood Recovery Fund • Jay D. Kipfer

Wells Community Swimming Pool Fund • City of Bluffton • Wells County Government

Wells Community Boys & Girls Club, Inc. Endowment Fund In memory of Mary Alice Jackson • Dr. Walter O. and Bette A. Erxleben

The Wells County 4-H Program Endowment Fund • Roger A. Sherer

Wells County Community Center Endowment Fund • Roger A. Sherer

Wells County Public Library Endowment Fund • Stephanie Davis In memory of Barbara Broman • John F. and Claire E. Kramer In memory of John E. Van Gordon • Larry G. and Dawn K. Miller

Wells County Neuter/Spay Assistance Fund • Bluffton Animal Clinic, LLC • Diane Humphrey

Wells to Riley Fund • R. Richard and Patricia Troxel In memory of Linda Kurut • Sherry L. Barnes In honor of Lisa Antrim, Cindy Burchell, Shawna Hamilton, Pam Vanderkolk and John Whicker• Kiwanis Club of Greater Bluffton

Whicker Park Inclusive Community Playground Fund • David C. and Carol B. Dale • Bluffton Lodge #145 F. & A.M. • Eyecare Associates of Bluffton • Ray A. and Jerry L. Shaw In honor of Tim Ramsey • Sharon K. Welch In memory of Walter Sills • Hardee’s employees

2018-2019 Lilly Endowment Community Scholarship Administrative Grant • Independent Colleges of Indiana

2018-19 Lilly Endowment Community Scholarship Administrative Grant• Independent Colleges of Indiana

23

Page 25: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Statement of Income and Expenses

December 31, 2018

INCOME Contributions ......................................................... $ 1,466,086

Interest & Dividends ............................................... 387,945

Securities Gains (Losses) ....................................... (1,274,522)

Change in Value of Remainder Trust ...................... (66,920)

Change in Value of Interest in Perpetual Trust ........ (136,393)

Interest Income from Perpetual Trust ..................... 33,034

Other ..................................................................... 64,125

TOTAL INCOME .................................................... $ 473,355

EXPENSES Grants & Related Expenses ................................... $ 1,281,049

Administrative & Program Management ................. 299,492

Annuity Obligations ................................................ 47,863

TOTAL EXPENSES ................................................ $ 1,628,404

CHANGE IN NET ASSETS ..................................... $ (1,155,049)

Statement of Assets, Liabilities

and Net AssetsDecember 31, 2018

ASSETS Cash ..................................................................... $ 1,133,883

Marketable Securities ............................................ 22,126,570

Accrued Interest Income ........................................ 23,523

Annuity Investments .............................................. 55,606

Beneficial Interest in Remainder Trust..................... 527,255

Beneficial Interest in Perpetual Trust ....................... 524,290

Property and Equipment (Net) ................................ 296,490

Other ..................................................................... 300

TOTAL ASSETS ..................................................... $ 24,687,917

LIABILITIESAccrued Expenses ................................................ $ 3,754

Annuity Contracts Payable ..................................... 32,554

Grants Payable ...................................................... 405,785

Custodial & Agency Liabilities ................................ 740,553

TOTAL LIABILITIES ................................................ $ 1,182,646

NET ASSETSWithout Donor Restrictions .................................... $ 1,443,165

With Donor Restrictions ......................................... 22,062,106

TOTAL NET ASSETS ............................................. $ 23,505,271

TOTAL LIABILITIES AND NET ASSETS .................. $ 24,687,917

24

Page 26: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Confirmed in Compliance with National Standards

for U.S. Community Foundations

2018 Board of Directors

Mitch Harnish President

Ginny Fenstermaker Vice President

Chuck King Secretary

Trent Bucher, Treasurer

Tim Babcock

Barbara Barbieri Amy Greiner Alan Gunkel Adam Harder Mike Kracium

Olivia Reeves Greg Roembke Tammy Schaffer Jeremy Todd Pat Trant

25

Page 27: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

Tammy Slater Chief Executive

Officer

Sherry Barnes Administrative

Assistant

Kaitlyn McNally Financial Assistant

Scholarship Manager

Staff

Executive CommitteeMitch Harnish, Chairperson Amy Greiner Trent Bucher Chuck King Ginny Fenstermaker Jeremy Todd

Finance/Investment CommitteeAlan Gunkel, Chairperson Rick Gentis* Trent Bucher Adam Harder* Mick Cupp* Brad Johnson* Tim Drayer* Greg Roembke* Lu Ann Garton* Sid Schwartz* Kim Gentis* Phil Swain*

Grants and Distributions Committee

Jeremy Todd, Chairperson Chuck King Tim Babcock Mike Kracium Stephanie Davis* Rick Singer* Ginny Fenstermaker Cara Teeple* Mitch Harnish Pat Trant Suzanne Huffman*

Marketing/Publications and Donor Relations Committee

Amy Greiner, Chairperson Laura Gentis* Barbara Barbieri Olivia Reeves Mike Chaney* Tammy Schaffer

*Community Advisors Wells County Foundation/Bluffton Rotary Club Scholars Banquet26

Page 28: 2018 Annual Report Wells County Foundationwellscountyfound.org/2018 Annual ReportFinalWeb.pdf · Ways To Give Gifts of Cash – Gifts of cash are the most popular for many people

NonProfitOrganizationU.S. Postage

PAIDBluffton, IN

Permit No. 486

360 N. Main St. Suite C Bluffton, IN 46714

RETURN SERVICE REQUESTED

Phone: 260-824-8620Fax: 260-824-3981Email: [email protected] Page: www.wellscountyfound.org


Recommended