Huntington County Community Foundation - 2013 Annual Report

Community Huntington County

Foundation

Annual 2013

Report

Andrews

Bippus

Huntington

Markle

Mt. Etna

Roanoke

Warren

Our mission is to enhance the

quality of life in Huntington

County by providing leadership

and opportunities through the

development and utilization of a

growing endowment fund.

2

2 2013 Annual Report

What is the Huntington County Community Foundation (HCCF)?

HCCF is a public, tax-exempt 501(c)3 charitable organization that is built to be a funding hub for all charitable organizations and causes within Huntington County. We accomplish this through building and growing endowment funds.

What is an endowment fund?

An endowment fund is a collection of donations with the same unified purpose. The principal of the donations is never distributed and will remain in the fund forever. Annual monetary distributions come only from the earnings on the investment of the donations. Our current distribution percentage is 4% of the fund value at the end of the previous year.

How are the funds invested?

Our funds are managed by financial advisors who work closely with an investment advisory firm to properly diversify our investment portfolio. This double layer approach helps us mitigate the risk and maximize the growth of our endowment funds.

Why would I give to HCCF when I could give directly to a local charity?

Our job at HCCF is not to be in competition with local charities for your donations. Local charities certainly need our donations to stay financially viable and provide their valuable services to our community. We simply offer an alternative funding source. By distributing a percentage of our endowment funds annually, we help ease the pressure of yearly fundraising for our local charities and increase their overall sustainability.

Is there a minimum donation amount?

There is no minimum donation amount for any of our existing funds which are detailed in the back of this report (we have over 100 different funds). However, if you would like to start your own endowment fund, we ask for a minimum of $5,000 for an endowment fund and $10,000 for a scholarship fund.

Are there different types of endowment funds?

Yes. Scholarship funds help Huntington County residents further their education after graduating high school. Designated funds are specific to one purpose such as operational support of a specific local charitable organization. Field of interest funds are specific to one cause such as education or the arts and are allocated in the form of grants for projects that meet the specified cause. Donor advised funds have the unique ability of allowing the donor to have an ongoing say in the distributions of their fund. Unrestricted funds, also known as our Community Impact funds, are used to award grants to Huntington County charitable organizations.

How does HCCF cover it’s own operating expenses?

HCCF administers an annual fee for endowments of 1% for the fund’s first $250,000, 1/4% for the fund’s second $250,000, and no fee for the fund’s value over $500,000. Our fees are lower than a majority of community foundations. Revenue from fees and an annual distribution from the HCCF Board of Directors Operating Endowment Fund help cover HCCF operational expenses.

How does HCCF operate?

Two paid employees, an Executive Director and a Director of Accounting, manage the day-to-day operations. Community volunteers donate their time and talents to serve on the HCCF Board of Directors, providing oversight of the administration and investments and serving on various foundation committees.

Frequently Asked Questions

Huntington County Community Foundation 3

Twice a year, HCCF holds competitive grant cycles for our Community Impact funds. After applications are submitted, a committee of community volunteers with knowledge of the ongoing needs of our community deliberate on which projects will receive funding. Funding is specific to 501(c)3 charitable organizations that benefit Huntington County citizens. After our committee recommends the grants to be funded, our Board of Directors reviews the recommendations and grants the final approval. HCCF Make a Difference grants have a strong history in our community. Since 1997, we have awarded over $1,000,000 of these grants to charitable organizations serving Huntington County. Looking to the future, we project to top $2,000,000 in grants by 2020.

Community Grant Making

Would you like to help our local charitable organizations by making a donation to our Community Impact

Fund? No donation is too small or too large. In fact, if every resident of Huntington County donated just $1 to

our Community Impact Fund, we would be able to give out an extra $1,500 in grants every single year forever!

Pictured are our 2013 Cycle II Make a Difference Grant award winners. Bottom row (left to right): Patti Souers, (Historical Society),

Daniel Johns (Quayle Center), Sarah Schmidt (Historical Society), Mandy Reber (Boys & Girls Club), Chris Elston (4-H Robotics), Sue

Wilhelm (Victory Noll). Top row (left to right): Jenna Strick (Community Learning Center), Joey Spiegel (Love INC), Ryan Lemon

(YMCA), Debbie Dyer (LaFontanie Arts Council), Hallie Selig (Literacy Coalition), Doug Waldfogel (HNHS Varsity Singers).

Community Impact grants are made possible by the following individuals/families and businesses:

Harold & Pauline Bailey Bippus State Bank

Scott & Gina Canady Lois Cook

Frank & Mary Crosser David Culp & Co.

Robert & Vera Deal John & Midge Decker Steve & Vicki Eisenhut

First Federal Savings Bank Mildred Fuller

Gillespie Lorraine Goldenberg

Eloise Hart Harrell Financial Services

Homer & Marj Hiner John & Marjorie Hohe Ideal Suburban Homes

Kline’s CPA Group Markle Bank

Don & Linda Martin Ed Michel

Irvin & Loretta Murphy Purviance Family

E.J. Richards Dale Rudicel

Don & Lou Rayne Scheiber

Fred & Becky Scheiber Jim & Jodi Scheiber

Shelly Schenkel Mark Welker

Wells Fargo Bank Stephen & Alice Zahn

And many others who have donated to the Community Impact Fund of Huntington County!

“From my time growing-up in Huntington County and through the gift of the Lilly Endowment, I have realized that a meaningful life is one anchored in service to others, and I greatly look forward to carrying these values from my hometown, to school here in TN, and on into the military. Many thanks to everyone at the community foundation, and to all the donors. Your contributions exceed finances and their immediate effects. My life has been changed because of your generosity, and I know

your work continues to shape the lives of countless others.”

Alexandra Forth, 2008 Huntington County Lilly Recipient 2012 Graduate of Butler University in Indianapolis, IN Currently attending Quillen College of Medicine in Johnson City, TN Commissioned to be a United States Navy physician on July 3, 2013

Scholarship Impact

“Thanks so much for your continued investment in me and my education this year. Last summer I interned with HOPE International, a Christian microfinance organization, in Rwanda doing international development work. My ability to take this internship was made possible through your scholarship! Again, thank you so much”

Molly King, 2010 Huntington County Lilly Recipient 2014 Graduate of Taylor University

Employed as a staff assistant at U.S. Chamber of Commerce in Washington DC

“The opportunities Molly has had at Taylor for leadership, to develop socially, to have top-notch academics truly will be carried with her for life. And the opportunity to see how her Christian faith can complement her talents and career choices is, to steal from the credit card commercial, ‘priceless.’ Thank you, thank you, for your investment in my daughter.”

Denise King, Molly’s Mother

“Thank you again for all you have provided me. You truly have paved the way for my future, and I wouldn't be where I am today if not for your generous investment in my education. I plan to stay in our great state and serve others in hopes that I can provide someone else an opportunity that he or she may have never otherwise had. My dream is to continue to work for non-profits and provide legal aid for those in need.”

Alicia Albertson (Smith), 2008 Huntington County Lilly Recipient 2011 Graduate of St. Mary’s College

Currently attending IU McKinney School of Law in Indianapolis, IN Employed as Admin/PR Assistant at Association of Indiana Counties


Do you know of someone attending or planning to attend college in the near future? Please visit our

website at www.huntingtonccf.org to view our scholarship applications and guidelines. Remember, the due

dates for the Lilly Scholarship are January 11th and our HCCF Scholarships are March 25th.

Are you an organization who would like to apply for a grant? Or do you know of an organization that

should apply for a grant? Please visit our website at www.huntingtonccf.org to view our grant application

and guidelines. Remember, due dates for our grant cycles are April 15th and October 15th.

Grant Impact “Our long-awaited boxes of books have arrived and we are so excited in our second grade classroom. They haven’t been able to put them down since they arrived. Your generous donation will benefit hundreds of students for many years to come. Thank you for supporting Andrews Elementary and our love of reading and learning.”

Mrs. Susan Schownir Andrews Elementary, Grade 2

Gender based learning grant

“Because of the camp experience, Huntington County Girl Scouts will be better able to navigate the challenges they face as they grow and develop. We’re very grateful for the support of the Huntington County Community Foundation and appreciate this partnership in building girls of courage, confidence, and

character, who make the world a better place.”

Girl Scouts of Northern Indiana—Michiana Grant for new camping equipment for Camp Holenbucket in Huntington, IN

“Thank you for you grant contribution to our Mission Huntington Project. Our mission week, right here in Huntington, took place from July 29—August 2. Work was completed by over 107 youth and adults all over our community! Much of that work could not have been done without your help. We truly appreciate your help in making Huntington, Indiana, the best it can possibly be!”

Rev. Dr. Marti Gates Lundy Evangelical United Methodist Church

Mission Huntington grant


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Huntington County

Literacy Council $4,300 Cover start-up costs for the 2014 update GED tests, including computers, materials, and promotional items

Pathfinder Services $3,000 Purchase equipment to upgrade livability of homes used in Pathfinder's Transitional Housing Program

Boy Scout Troop #637 $500 Provide uniforms and requisite apparel, BSA handbook, training manuals, etc. for socio-economically-challenged youth

Family Centered Services $700 Purchase children's books to be given as gifts to families participating in the Healthy Families Program

Youth Services Bureau $1,400 Purchase a KNOX box for fire safety, interior emergency exit lights, and hand rails at two external entrances

Friends of Andrews-Dallas

Township Library $2,617 Purchase chairs, tables, stools, benches, etc. to be added with refurbished and donated furniture in the "new" library

Helping Paws Pet Haven, Inc. $1,339 Purchase efficient, heavy-duty industrial gauge washer and dryer for use at the Helping Paws Pet Haven facility

The Salvation Army

Huntington Corps $5,000 Partial funding of the roof project for Salvation Army building

Love, INC $2,000 Purchase a portable projector, digital media receiver, two tablet computers with accessories

Evangelical United

Methodist Church $500 Church's week-long "Huntington Mission Trip" with focus on Literacy Council book bags & Food Pantry remodeling

Huntington County

Council on Aging $8,131 Capital project to renovate building with expanded space in order to increase programming and services to Huntington County seniors (Payment after more grant funding received)

Huntington County

Free Health Clinic $1,043 Purchase two multi-purpose blood drawing chairs with fold-up arm rests and two corner writing desks

Huntington County

Habitat for Humanity $500 Replacement computer with memory and hard drive capacity sufficient to power a long list of vital programs

Huntington House

Homeless Shelter $1,000 Repair of the upstairs residents' bathroom, including floor repair, linoleum and a new toilet

Historic Forks of the Wabash $300 Partial funding for laptop and supporting software

Made possible by a $2.8M Community Impact Fund, Make a Difference grants are awarded bi-annually to deserving projects in our communities. Huntington County Council on Aging was awarded an additional $10,000 toward their new building renovation bringing the Foundation’s total funding towards the project to $15,000. Helping Paws Pet Haven used their grant money to support local business by buying an industrial washer and dryer here in Huntington County. Another eight grants were used to supplement our 2013 Make a Difference grants along with four Hiner Family grants and two Stephanie Pyle “Spirit of the Community” grants.

Cycle I Make a Difference Grants

Cycle I Grant Total $24,199 6 2013 Annual Report

Thanks to elevated grant funding made possible by our community donors, we were able to take action on two important capital fundraisers in Huntington County during our second grant cycle of 2013. The Boys & Girls Club of Huntington County received a grant to aid in the building of a new and renovated clubhouse. The Huntington County Community Learning Center was granted with funds to supply the proposed Learning Center with necessary equipment and furnishings. In total, 29 grants were awarded during 2013 from Community Impact funds, leading to a total of $106,058 granted and an additional $113,131 committed to future grant cycles.

Victory Noll Center $1,250 Funding for the Matthew 25 Project to provide appropriate clothing and blankets for persons of need during winter

Varsity Singers

Booster Organization $2,700 Purchase of a trailer to transport musical instruments, backdrops, sets, risers and other equipment to performances & competitions

Boys & Girls Club

of Huntington County $100,000 Funding toward a $2.5M Capital Campaign to build new Clubhouse & multi-purpose gymnasium, and add program equipment & computers (Payments over next 5 years)

Huntington County 4-H Robotics $2,370 Purchase a desktop and a laptop computer powerful enough to run 3D CAD software to design competitive robots

Huntington County

Historical Society $5,000 Capital funding toward the construction of kitchenette essentials, including a certified triple sink, counters, and related items

Huntington County

Child Advocacy Center $4,000 Partial funding to purchase new audio/video recording equipment

Huntington County

Habitat for Humanity $2,433 Funding to upgrade technology equipment at the Habitat for Humanity ReStore in order to run reliable business

Historic Forks of the Warash $378 Purchase of a portable projector to utilize with a laptop for programs on the Forks campus as well as in the community

Huntington House

Homeless Shelter $500 Partial funding to repair old sewer lines and prevent sewage from backing up in the basement in the future

Huntington County

Literacy Council $830 Funding to award one GED scholarship per month in 2014

Parkview Huntington

Family YMCA $1,205 Partial funding to purchase two recumbent cross-trainers for special YMCA-member populations

Huntington County

Community Learning Center $65,000 Funding toward the equipment & furnishings for the new proposed Learning Center ($60,000 in 2013 / $5,000 in 2014)

Dan Quayle

Commemorative Foundation $1,050 Purchase of laptop computer, software, and printer to update an outdated technology system

Huntington County

Free Health Clinic $143 Purchase a blood pressure machine, laminator machine & pouches, and paper cutter

Cycle II Make a Difference Grants

Cycle II Grant Total $81,859 Huntington County Community Foundation 7

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Hiner Family Grants

Huntington Celebrity

Concert Grant

Dan Quayle

Commemorative Foundation $650 Purchase of video projector and related supplies for use during educational programming

LaFontaine Arts Council $3,000 Partial funding for the TheaterWorks USA presentation of “Thomas Edison: Inventor, Lecturer & Prankster” in elem. schools

Historic Forks of the Wabash $1,000 Purchase additional replica trade goods and costumes for the interpreters of the new French Trading Post

Quayle Vice Presidential

Learning Center $600 Purchase two portable display units for use during educational outreach programming

Stephanie Pyle “Spirit of the Community” Grants

Life Church Huntington $600 Purchase of one indoor floor-mounted basketball goal for new “community” gym inside of Life Church

Quayle Vice Presidential

Learning Center $500 Fund the production and mailing of a large volume marketing piece for educational programs during 2013-14

LaFontaine Arts Council $613 Purchase of laptop for use by Arts Council Executive Director

Riverview

Terrace Grant

Sesquicentennial

Community Grant

Huntington

Jaycees Grant

Roanoke Brethren

Church Grant

Wallace P. Smith Grant

Love, INC $732 Funding toward the set up of a low-cost Christmas store

Parkview Huntington

Family YMCA $1,295 Supplemental to 2013 Cycle II Make a Difference Grant

Huntington County

Literacy Council $250 Supplemental to 2013 Cycle II Make a Difference Grant

Huntington County

Council on Aging $1,869 Supplemental to 2013 Cycle I Make a Difference Grant

Huntington County

4-H Robotics $330 Supplemental to 2013 Cycle II Make a Difference Grant

Huntington County

Community Network Grant

Historic Forks

of the Wabash $500 Supplemental to 2013 Cycle I Make a Difference Grant

Gerald W. & G. Edward

Yeoman Memorial Grant

Huntington County

Free Health Clinic $481 Supplemental to 2013 Cycle II Make a Difference Grant


Classroom Education Grants

Brett Boxell, Lancaster $250

Purchase sturdy book pouches as a visible, tangible reminder to students regarding their reading requirements at home

James Court, Riverview $120

Purchase Sibelius, a music writing software, to create sight reading exercises & worksheets to be put into ibooks for band students

Brandi Cross, Riverview $216 Purchase 40 copies of the book, Lawn Boy, to teach 6th grade students about entrepreneurship and other economic concepts

Danielle Ellenburg, Riverview $120

Purchase Sibelius, a music writing software, to create sight reading exercises & worksheets to be put into ibooks for choir students

Mary Gradeless, Roanoke $247

Purchase the US Regions 5 Book Set & National Geographic US Atlas for use in Project-Based Learning exercises

Michael Green, Huntington North $165

Purchase the Complete Program: Aligning Life Skills (PCI Education) for social skills improvement with students with emotional disabilities

Kathryn Humphries,

Huntington North $220 Purchase two Crime Scene books to facilitate a Project-Based Learning activity regarding Forensic Science

Douglas McElhaney, Crestview $250

Purchase Double-Row Tampourine & Djembe along with 3 pieces of music to play Music Around the World!

Christina Morris, Riverview $240 Purchase six Student Bacteria Experiment Kits to conduct an experiment to locate the most bacteria in the school building

Kathy Salzmann &

Marie DeWeese, Salamonie $239 Purchase four math-related items that support problem solving and number sense in a guided math process

Diana Sowers, Roanoke $246

Purchase Regional Tribes: Native American Life (6-book set) & The Inuit to be used in Project-Based Learning regarding Native Americans

Bridget Swaidner &

Karen Pinkerton, Salamonie $250

Purchase supplies to be utilized in their “Spice Up The Homework” box of ingredients to assist parents in making learning at home more fun

Marta Waldfogel, Riverview $241

Purchase 20 “Make Your Own Chocolate” Kits for single-gender girls’ classes studying the history & influence of chocolate on the world

Cari Whicker, Riverview $239

Purchase 12 Lego Kits for use in single-gender boys’ classes constructing NASCAR/Indy type cars and machines

Rachel Yarger, Huntington North $144

Purchase 30 copies of True Stories of Children in the Holocaust to enhance the learning experience for English 9 students

Brandi Cross, Riverview $294

Purchase 32 subscriptions of Junior Scholastic Magazine to enhance learning in economics, map reading and past and current events

Cindy Schenkel, Andrews $196

“Guided Math” materials to be used in small groups and to give hands-on experiences to the students

Holly Allen, Lincoln $125

Purchase of equipment to create a “sensory room” for students with Autism Spectrum Disorder (ASD)

Heather Hiple, Riverview $243

Purchase Reading A-Z, Writing A-Z, Vocabulary A-Z and Science A-Z to meet the academic needs of all learners

Jill Spenner, Riverview $245 Purchase 35 copies of two different Margaret Haddix Science Fiction books to demonstrate text structures in that genre

Becky Hacker, Crestview $250

Purchase audio & paperback books for independent reading, along with 3 CD players and headphone splitters

Lisa Nightingale, Riverview $250

Purchase 15 sets of Ein-O Science BioSigns (Plant, Animal, and Bacteria cells) to identify the differences between the cells

Mindy Reust, Lincoln $240

Purchase seven Playmobil play therapy kits for use as a School Counselor to help children express what is troubling them

Marta Waldfogel, Riverview $248

Purchase 120 “Time for Kids” student magazine subscriptions to support informational text reading

Cari Whicker, Riverview $240

Purchase 22 Science Wiz Invention Kits to cooperatively construct a radio following written instructions

Classroom Education grants are also made possible by our Community Impact Fund. In our spring grant cycle, we awarded 15 grants for a total of $3,187. These grants impacted over 1,300 students at all levels of education in our county. In our fall cycle, 10 grants were awarded for a total of $2,331. These grants impacted over 1,000 students. All in all, $5,518 was granted to teachers in our communities in the form of 25 grants impacting a total of over 2,000 students. Please inform and encourage our community teachers to take full advantage of this funding opportunity! Grants funded during 2013 are highlighted below.


Andrew Farm-Friends of the

Andrews-Dallas Township Public Library Fund Friends of the Andrews-Library $473.00

General operational funding support

Historic Forks of the Wabash Fund Historic Forks of the Wabash $4,602.00


Huntington County Jr. Historical Society Fund Huntington County Jr. Historical Society $817.00

Support for the Huntington County Historical Museum

Sumner B. Sheets Museum of

Wildlife and Marine Exhibits Fund Sheets Wildlife Museum $1,025.00


Dan Quayle Center & Museum Fund Dan Quayle Center & Museum $2,733.00


Police Athletic/Activities League Fund Police Athletic/Activities League $1,264.00


Boys & Girls Club of Huntington County Fund Boys & Girls Club of Huntington County $605.00


Huntington County Habitat for Humanity Fund Huntington County Habitat for Humanity $1,134.00


Huntington County 4-H Fair Association Fund Huntington County 4-H $478.00

2013 Huntington County 4-H Fair Association scholarships

Optimist Club Scholarship Fund Optimist Club of Huntington County $4,245.00

Four Optimist Club of Huntington County scholarships

Optimist Club Youth Scholarship Fund Optimist Club of Huntington County $447.00

Support charitable purposes of the Optimist Club

J. Ben Good Family Fund Warren Theater Guild $298.65 Warren Library $298.65 Knight Bergman Center $995.50 Masonic Cemetery $995.50 Warren United Church of Christ $1,393.70

General operational funding support for designated nonprofit organizations in Huntington County

Annan-Zahm Memorial Fund Huntington County Historical Society $799.50 Huntington Catholic School $799.50


Faith in Community Fund Huntington County Habitat for Humanity $170.74 Love, Inc. $461.00 The Salvation Army $725.65 Youth Services Bureau $426.85 Trinity United Methodist Church $1,775.70 Youth for Christ $1,775.70 The Well $3,201.36

General operational funding support for designated nonprofit organizations in Huntington County

Shuttleworth-Nuck Fund Historic Forks of the Wabash $921.00

Repair, maintain, and upgrade the Nuck Log House and area surrounding the house

Huntington University

Foundation Endowment Fund Huntington University $33,376.00

Scholarships for Huntington County residents attending HU

YMCA Board of Directors

Camp Dick Runyan Fund Huntington Parkview Family YMCA $5,247.00


Humane Foundation Designated and Advised

Endowment Fund Huntington Humane Society $18,665.56


Endowment Distributions


Our endowment funds are set-up to distribute 4% of their value annually. These funds were created by people like you to help non-profit organizations throughout Huntington County. Nearly all Huntington County residents have been affected by our non-profit organizations one way or another. What organizations have you been affected by?

Total Endowment Distributions $162,927

Kiwanis Club Robert L. Baker Scholarship Fund Kiwanis Club $960.00

Kiwanis Club scholarships

Kiwanis Club Herman Goodin Scholarship Fund Kiwanis Club $545.00


Kiwanis Club Scholarship Fund Kiwanis Club $203.00


Kiwanis Club Fred Winebrenner Scholarship Fund Kiwanis Club $733.00


Trinity United Methodist Church Hafner Fund Trinity United Methodist Church $1,957.00

Support for TUMC youth activities

Huntington County American Red Cross Fund American Red Cross $7,061.00


Salvation Army Fund Salvation Army $13,566.00


Huntington County Free Health Clinic Fund Huntington County Free Health Clinic $648.00


ACRES Land Trust Fund ACRES Land Trust $1,239.00

Support ACRES Land Trust activities in Huntington County

Dadd-Decker Fund Pathfinder Services $225.00

Support to the Pathfinder Services Client Fund

Pathfinder Foundation Fund Kids Kampus $14,400.00


Rotary Club Fund Huntington Rotary Club #300 $702.00

Support charitable projects of the Rotary Club

Youth Services Bureau of

Huntington County Fund Youth Services Bureau of Huntington County $1,902.00


Ss. Peter & Paul Parish and

School Utilities Fund Ss. Peter & Paul Catholic Church $4,369.00

Support for utilities of the Ss. Peter &Paul Catholic church and school

Arley & Jeanette Morris Family

Christ the King Episcopal Church Fund Christ the King Episcopal Church $981.00


Metro Kiwanis Wohlford Memorial

Scholarship Fund Metro Kiwanis $632.00

Metro Kiwanis scholarships

Shirley & George Kilander

Huntington Catholic School Fund Huntington Catholic School $1,997.00


Shirley & George Kilander

St. Mary’s Catholic Church Fund St. Mary’s Catholic Church $1,998.00


Huntington County

Medical Memorial Foundation Fund Medical Memorial Foundation $5,761.00

Support for the Huntington County Medical Memorial Foundation

Dr. John & Marjorie Hohe Family Advised Fund Boys & Girls Club of Huntington County Fund $162.84 Huntington County Habitat for Humanity Fund $162.84 Love Inc. of Huntington County Fund $162.84 Pathfinder Foundation Fund $162.82 Salvation Army Fund $162.82 United Way of Huntington County Fund $162.84

Support for non-profit endowments held at HCCF


Endowment Distributions

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In 2010, the RUPRI Center for Rural Entrepreneurship released a study capturing the transfer of wealth opportunities in all 92 Indiana counties. In Huntington County alone, $440 million is estimated to be transferred to the next generation over the next 10 years and $1.47 billion over the next 50 years. As a charitable funding source for the entire county, the Huntington County Community Foundation would like to help transfer this wealth back into our communities now and forever. If 5% of the estimated 10 year transfer of wealth were donated to the Huntington County Community Foundation, our community endowment would grow by $22 million. From this we would be able to increase our annual giving by $880,000. And over that 10 year span, we would be able to give a total of $4.84 million back to our communities. If 5% of the estimated 50 year transfer of wealth were donated to the Huntington County Community Foundation, our community endowment would grow by $73.5 million. From this we would be able to increase our annual giving by $2.94 million. And over that 50 year span, we would be able to give a total of $82.27 million back to our communities. Surveys show that over 50% of people pass from this life without a legal plan on how to distribute their remaining assets. Without a legal plan, their remaining assets are divided up and distributed by their state government. We encourage everyone to invest their time and make their own plan for the future today.

The Transfer of Wealth

Further our early childhood literacy and educational development

Increase our ability to provide scholarships for the further education of our youth

Better our local workforce through the growth of adult educational resources and training

Enhance the care for our elderly and most vulnerable citizens

Support arts, beautification, and cultural projects throughout our communities

Improve our local charitable organizations through elevated funding opportunities

Along with many other worthy projects, these endeavors would help our communities attract and retain families and businesses by providing a better quality of life for all Huntington County citizens.

What could we do with 5%?


What impact would 5% make?

Make a contribution to any fund held at the Foundation today. No amount is too big or too small. Please refer to our current listing of funds on the following pages.

Create a fund to satisfy your own personal passions or to fill a void you see in our communities.

Foster discussions about your philanthropic interests with those closest to you.

Confer with your financial advisor about what impacts you can make in our communities.

Talk with your personal estate planner about leaving a future portion of your estate to the Huntington County Community Foundation.

How can you give 5%?


Charitable organizations - What organizations have you been a part of or been affected by? All charitable organizations need our financial and volunteer support to continue with their missions. By creating or donating to a fund for a charitable organization, you can provide extra financial support while current volunteers and members continue the legacy of the organization. Your fund could help support local, state, national, or international charitable organizations. Education - Scholarship funds are the most popular way to help our local youth further their education. However, there are many more options out there. You can set up a school or local library fund to help purchase new books and equipment. You can make a fund to grant money to teachers who submit applications for innovative projects they want to implement in their classrooms. You can create a fund to support a non-profit preschool or daycare program. We can customize a fund to fulfill any need or desire you feel passionate about. Church - Do you belong to a church here in Huntington? By setting up a church fund or donating to an existing one, you will continue to help your church financially long after you have passed through this life. By encouraging estate gifts to a church fund, a church could essentially have two congregations lending their financial support - a past and a present. Here are some questions to reflect on. What if all the people in your church who have passed away in the last 50 years were still giving monthly contributions through an endowment fund? How could this concept grow the essential ministries of your church forever? Quality of life - By supporting areas such as local festivals and events, historic preservation, our community parks, youth/adult sports leagues and teams, and many other areas you can help the incoming generations of Huntington County citizens enjoy a better quality of life for the years to come.

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$0 - $10,000 Kiwanis Club Scholarship Hope for Tomorrow Fund (McKenzie’s Hope) HNHS Music Department Fund Huntington City-Township Public Library Fund Huntington Jaycees, Inc. Fund* David Culp & Co., Certified Public Accountants Fund YWCA Huntington County Fund Anne Pfister Scholarship

$10,000 - $25,000 YMCA Superstars Fund Sesquicentennial Community Fund* Optimist Club Youth Fund Love Inc. of Huntington County, IN Fund Andrew Farm - Friends of the Andrews-Dallas Township Public Library, Inc. Fund

Huntington County 4-H Fair Association Fund Gerald W. & G. Edward Yeoman Memorial Fund* Network Technology Fund* Psi Iota Xi Mildred Briggs Scholarship Kiwanis Goodin Scholarship Harold & Pauline Bailey Memorial Community Fund* Huntington Celebrity Concert Fund* Huntington County Free Health Clinic Fund Metro Kiwanis Wohlford Memorial Scholarship Rotary Fund Kiwanis Winebrenner Scholarship Roanoke Brethren Church Fund* Huntington County Junior Historical Society Fund Shuttleworth-Nuck Fund

$25,000 - $50,000 Dr. John & Marjorie Hohe Family Advised Endowment Fund Kiwanis Baker Scholarship Arley & Jeanette Morris Family Christ the King Episcopal Church Fund Sumner B. Sheets Museum of Wildlife & Marine Exhibits Fund Huntington County Habitat for Humanity Fund Stephanie A. Pyle “Spirit of the Community” Fund* Huntington County Baseball, Inc. Fund ACRES Land Trust Fund Frank & Mary Crosser Community Fund* Police Athletic/Activities League Fund Roanoke Area Heritage Center Endowment Fund Wallace P. Smith Memorial Fund* Annan-Zahm Memorial Fund

$25,000 - $50,000 (cont.) Dadd/Decker Fund Irvin & Loretta Murphy Community Scholarship Fund Riverview Terrace Fund* Youth Services Bureau of Huntington County Fund

$50,000 - $100,000 Trinity United Methodist Church Hafner Fund Shirley & George Kilander Huntington Catholic School Fund Shirley & George Kilander St. Mary’s Catholic Church Fund Hiner Family Community Fund* Dan Quayle Center & Museum Fund LaFontaine Center, Inc. Fund HCCF Contingency Fund United Way of Huntington County Fund

$100,000 - $250,000 Trinity United Methodist Church Endowment Fund J. Ben Good Family Fund Optimist Scholarship Ss. Peter & Paul’s Parish and School Utilities Support Fund Historic Forks of the Wabash Endowment Fund Donald E. & Lou Rayne Scheiber Catholic Education and Charity Fund

YMCA Board of Directors Camp Dick Runyan Fund Huntington County Medical Memorial Foundation Fund Purviance Family Community Fund* John & Midge Decker Community Fund* Hiner Family Fund* Huntington County American Red Cross Fund Boys & Girls Club of Huntington County Fund Faith in Community Fund

$250,000 - $500,000 Salvation Army Fund Pathfinder Foundation, Inc. Endowment Fund Humane Foundation’s Designated and Advised Endowment Fund

$500,000 - $1,000,000 Huntington University Foundation Endowment Fund

$1,000,000 and above HCCF Board of Directors Designated Fund

Community Impact Fund*

Permanent Endowment Funds

*Fund used for county-wide grant making


$0 - $10,000 Southside Business Association Scholarship

Dr. Jerry G. Solloway Family Scholarship

$10,000 - $25,000 Margaret W. Russell Scholarship

William & Elmyra Helm Scholarship

J. Edward & Polly Roush Scholarship

Vincent M. Allman Art Scholarship

Kenneth W. Manes Memorial Scholarship

Sheri Herr Memorial Scholarship

Arley Morris H.O.P.E. Scholarship

Mary Edith Reiff Scholarship

Gary W. McCurley Scholarship

YMCA Heith Garner Scholarship

Dave Reeves Athletic Scholarship

Thomas J. Uecker Memorial Scholarship

First National Bank of Huntington Scholarship

2 4 Golf Scholarship

Philip Rich Memorial Scholarship

$25,000 - $50,000 Frank L. Pyle, Sr. Scholarship Paul D. Souder Memorial Scholarship

$25,000 - $50,000 (cont.) Huntington Firefighters Association Weston Close, Lucas Sunderman Scholarship Luke & Erma Scheer Memorial Historical Scholarship

Randall & Karen Rider Scholarship

Ephraim (Mike) & Mary Cecil Scholarship

Joseph H. Lesh Law Scholarship

Carl Repp Scholarship Jim & Nancy Breiner Family University of St. Francis Scholarship

Shirley & George Kilander Purdue University Scholarship

$50,000 - $100,000 Dorothy M. Coll Scholarship

Andrews First Christian Church Memorial Scholarship

Jim & Nancy Breiner Family Scholarship

Scott Breiner Memorial Scholarship

$100,000 - $250,000 Daugherty Family Scholarship

Rob Henn Athletic Scholarship

George & Garnet Bergman Scholarship Dr. John & Marjorie Hohe University of Saint Francis Scholarship

$250,000 and above Dr. John & Marjorie Hohe IPFW Scholarship

Charles & Wilma (Sanger) Shuman Family Scholarship

$0 - $10,000 Huntington County Chamber of Commerce Fund

Rotary Club of Huntington, IN Fund Junior Achievement Serving Huntington County Fund

Thomas Tallman Emergency Providers Scholarship Fund

HNHS Sousa Scholarship Fund Growing Our Future Classroom Education Grant Fund

Huntington County Hometown Improvement Fund

Don & Linda Martin Charitable Fund

M.A.S.E. Fund United REMC Operation Round Up Trust Fund

Pass through funds, unlike our endowment funds, are not permanent funds. With these funds, the principal can be distributed in its entirety. These funds can be invested or can be held like savings accounts.

Scholarship Endowment Funds

Pass Through Funds


$10,000 - $25,000 Hope Alive Fund (McKenzie’s Hope)

$150,000 - $250,000 United Way Fund

LaFontaine Center, Inc. Fund

$250,000 and above Boys & Girls Club Building Fund

Pathfinder Services Board of Directors Fund

Financials ASSETS

2013 2012

Fund Accounts

Permanent Fund Accounts

Scholarship Funds $2,102,921 $1,997,250 Endowment Funds 4,759,385 4,281,072

Total Permanent Fund Accounts 6,862,306 6,278,322

Community Fund Accounts

Grant Funds 2,974,320 2,831,046 Operation Funds 1,669,236 1,582,673

Total Community Fund Accounts 4,643,556 4,413,719

Pass Through Fund Accounts 2,061,597 446,552

Total Fund Accounts 13,567,459 11,138,593

Temporarily Restricted Assets 45,724 61,576 Unrestricted Assets 87,111 81,869 Other Current Assets 234 635

Total Current Assets 13,700,529 11,282,673

Fixed Assets 85,658 89,050

Total Assets $13,786,187 $11,371,723

LIABILITIES & EQUITY

Current Liabilities $3,848,706 $1,958,733 Long Term Liabilities 0.00 26,502

Total Liabilities 3,848,706 1,985,236

Equity 9,937,481 9,386,487

Total Liabilities & Equity $13,786,187 $11,371,723


Ben Good

Ruth Michael

Steve Piekarski

Randy Rider

Don Scheiber

Jane Schenkel

Mark Welker

Board Founding

Members

Board Current

Members

Jim Scheiber President

Edward Jones

Steve Eisenhut 2nd VP / Treasurer Retired Dana Executive

Midge Decker Retired Pharmacist

Roger Dyson North Central Co-op

Bill Hancher Retired Business Owner

Rick DeLaney 1st Vice President

Attorney

Steve Kimmel

Huntington County Chamber of Commerce

Marshall Saunders Security Consultant

John Niederman Pathfinder Services, Inc.

Fred Scheiber Graphic Communications

Greg Smitley Huntington University

Nancy Breiner Retired Educator

Gina Canady Warren Service & Supply

David Daugherty Daugherty Companies, Inc.

Staff Michael Howell

Executive Director

Matthew Ditzler Director of Accounting


Office Hours

Monday - Friday: 8am - 4pm

Evenings / Weekends by Appointment

www.huntingtonccf.org

P.O. Box 5037, 356 W. Park Dr., Huntington, IN 46750

Phone: 260.356.8878 Fax: 260.356.0921

Please talk with us about your charitable intentions. We can provide you with the knowledge and

guidance necessary to fulfill your passions forever.

Want more information?

NON-PROFIT ORG. U.S. Postage

PAID Huntington, IN 46750

Permit No. 803 356 W. Park Dr. P.O Box 5037 Huntington, IN 46750 RETURN SERVICE REQUESTED

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Huntington County Community Foundation - 2013 Annual Report

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