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LIVE UNITEDGIVE. ADVOCATE. VOLUNTEER.

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2013 - 2014 Annual Report

United Way of Indian River County

Chris Loftus, Chair

Randy Riley, Chair-ElectFlorida Community Bank

Melissa Medlock, TreasurerMelissa M. Medlock, CPA, P.A.

Scott Alexander, SecretaryNorthern Trust

Gerry Thistle, Past ChairWillis of North America

James R. AckermanCVS/Pharmacy

Susan AdamsMayor of FellsmereMarsh Landing Restaurant

Jan BeckCommunications International

Dr. David Becker

John F. BeckertVice-Chairman, Troy Corporation

Cyn DeLee DaltonSeacoast National Bank

2013-2014 Board of DirectorsErin GrallGrall Law Group

William KirkGould Cooksey Fennell

Ted Michael

Kyle MorganMerrill Lynch

Chad MorrisonFlorida Floor Fashions

Jennifer PeshkeLaw Offices of Jennifer D. Peshke, P.A.

Alan S. Polackwich, Sr.

Tammy VockCity of Vero Beach

Kip Jacoby, Ex OfficioUnited Way of Florida, Board of GovernorsMorgan, Jacoby, Thurn, Boyle & Associates, P.A.

Michael Kint, Chief Executive Officer

Michelle Malyn, Chief Development Officer

Sandra Block, Director of Finance and Human Resources

Faith Frazier, Director of Workplace Giving

Nancy McCurry, Campaign Director

StaffMargaret Ostman, Marketing Director

Meredith Egan, Director of Community Impact

Eve Balance, Coordinator of Impact Initiatives

Robin Votaw, Campaign and Foundation Associate

Lindsay Penney, Office Assistant

Dear Friends,

In 2013-2014, the Board of Directors unanimously approved a shift in method from trying to keep up with unmet community needs to addressing the underlying causes of those needs. This step is a continuation in our alignment with the focus areas of Education, Financial Stability and Health, providing the building blocks for a solid community. To that end, we are happy to report that we established and filled a new staff position this year, Director of Community Impact. As a United Way, we are uniquely positioned to train the spotlight on critical issues, engage with private and public sector leaders, and coordinate agendas with partners to influence collective efforts. When we leverage our role as a funder to build relationships between organizations rather than fund them individually, we are also redefining our own role within a larger context for impact.

The difference we make in people’s lives is the reason for our work. The Annual Campaign grows the financial support needed to make this good work happen. Our efforts, under the leadership of Campaign Co-Chairs Chad Morrison and Gerry Thistle, began with a flash mob at the Sebastian Clambake Lagoon Festival. They went on to raise over $2,600,000, which was leveraged into over $3 million, now pouring into Indian River County supporting human needs.

United Way partnered with Historic Dodgertown for the Jackie Robinson Celebration Game on April 15. This was a tribute to professional baseball’s first African-American player, especially poignant here in Vero Beach where he played with the Brooklyn Dodgers in 1948. This first, of what will be an annual event, honored the significant strides made in baseball here in Indian River County while benefiting our current community in multiple ways.

We were pleased and proud when Kip Jacoby, long time United Way of Indian River County volunteer leader, was elected to chair the United Way of Florida Board of Governors. Kip’s great insight and passion for the work of United Way has been a tremendous asset both here in Indian River County and around the state.

United Way is a proven leader in addressing pressing community issues effectively and efficiently. Thank you for joining us as a volunteer, donor, funded partner, or business, we look forward to working with each of you to strengthen our community for everyone.

Sincerely,

Chris Loftus Michael KintBoard Chair CEO

Mission:To improve lives by mobilizing the caring power of communities.

Vision:United Way of Indian River County will proactively build a strong, healthy and caring community. United Way will bring our community together to focus on the most important human needs by building partnerships, forging consensus and leveraging resources to make a measurable difference.

Graduation rates in Indian River County have risen from 68% in 2009 to 80% in 2013. But that means 20% of young men and women won’t have a high school diploma, leaving them at high risk for a future of poverty. Research tells us that in order to graduate more high school students, more children need to come to school ready to learn and by 3rd grade, more students need to be reading at grade level.

That’s why United Way works with community partners to educate new parents; support quality childcare and early learning; provide tutoring and one on one mentoring; and develop young people to become responsible citizens.

Big Brothers Big Sisters – Children of Promise Big Brothers Big Sisters – Reading Mentoring Boy Scouts Boys and Girls Clubs CASTLE – High Hopes Childcare Resources – Preschool Daycare Children’s Home Society – Children and Families in Need of Services Dasie Hope Center Early Learning Coalition Girl Scouts Gifford Youth Activity Center – After School Education Hibiscus Children’s Center – Stay in School Literacy Services of Indian River County Redlands Christian Migrant Association Youth Guidance

Education

The cost of housing, health care, child care, gas and other basics is far surpassing income in America. Almost 15% of households in Indian River County have an income between $15,000 and $25,000. After basics, there is often no money left to save for buying a home, sending kids to college or retiring. Just one unanticipated expense – a car breakdown, an uninsured illness, a week without a paycheck – can lead to crisis.

United Way supports programs and initiatives that alleviate hunger; prevent and rapidly rehouse the homeless; assist with education or vocational and skill training; help families increase income; and prepare tax returns facilitating the highest possible credits and refunds. Catholic Charities - Samaritan Center Children’s Home Society – Transitional Living Economic Opportunities Council – REACH Homeless Family Center Publix Emergency Fund SunUp ARC - Supportive Employment Program Treasure Coast Food Bank Treasure Coast Homeless Services Council Volunteer Income Tax Assistance

Financial Stability

Good health is fundamental to people’s capacity to enjoy their lives, provide for their families, and realize their dreams. 26% of people in Indian River County are uninsured and a full 1/5 are in only poor to fair health. United Way seeks to promote healthy lives. This is done through programs providing mental health services; hearing loss assistance; pediatric dental care; child abuse prevention and support; substance abuse treatment; nutritious meals and respite care for vulnerable populations. CASTLE - Safe Families CASTLE - Valued Visits Drug Abuse Treatment Association - Outpatient Drug Abuse Treatment Association - Residential Deaf and Hard of Hearing Services Familywize Prescription Discounts Healthy Start Coalition – Partners in Parenting Healthy Start Coalition - TLC Newborn Indian River County Health Dept. - Pediatric Dental Health Mental Health Collaborative Mental Health Association - Crisis Walk-In Substance Awareness Center - LifeSkills Training SafeSpace - Domestic Violence Services Senior Resource Association - Adult Day Care Senior Resource Association - Meals on Wheels SunUp ARC - Behavior Analysis Treasure Coast Community Health

Health

Over and above the almost $2 million spent on direct services and grants, United Way supported community needs for information referral, disaster preparedness, and the Non-profit Incubation Center.

211 of the Treasure CoastAmerican Red CrossConnected 4 KidsNon-profit Incubation CenterUSO

Community Support Network

These awards honor companies and individuals who give their time, talent and resources to making our community a better place. United Way was pleased to present the following at the 2013 Community Leaders Breakfast generously sponsored by Seacoast National Bank.

The Spirit of Indian River County Awards

The Richardson Awards

Richardson Award: For Excellence in Community Contributions Rehmann

Richardson Award: For Excellence in Volunteerism Seacoast National Bank

Richardson Award: For Excellence in a Workplace Giving Campaign Kmetz Nuttal Elwell Graham CPAs

The Spirit of Indian River County Awards

Spirit of Indian River County Excellence Award: In honor of a small company’s comprehensive commitment to strengthening our community (50 or less employees) Marine Bank and Trust

Spirit of Indian River County Excellence Award: In honor of a large company’s comprehensive commitment to strengthening our community (51 or more employees) Indian River County Clerk of the Circuit Court

Agency Excellence Award

Agency Excellence Award: Presented to an agency who demonstrates excellence in achieving measurable results and who has made an impact on the community, through their reach and their vision Boys & Girls Clubs of Indian River County

Ralph T. King Award

Ralph T. King Award: Presented to recognize long-term commitment and outstanding achievement by a United Way volunteer Susan Chenault

Day of Caring is a familiar event to this community. United Way matches the needs of area nonprofits with volunteer teams giving people a chance to work together for the good of others. 389 men, women and children turned out to complete projects at sites all over Indian River County. Painting, yard work, power washing, window washing, and food sorting were some of the many projects done for area nonprofits. Piper Aircraft, Inc., provided four teams of volunteers as well as sole sponsorship for Day of Caring.

United Way Day of Caring Impacts Community

Chad Morrison, Florida Floor Fashions, and Gerry Thistle, Willis, co-chaired a successful fundraising campaign bringing in over $2,600,000 for community investment.

Annual Campaign Elite Campaign SponsorsArmfield-Wagner AppraisalCenterState BankCVS PharmacyDisney’s Vero Beach ResortFlorida Power and Light CompanyGould Cooksey FennellGrall Law GroupGraves Brothers CompanyIndian River Press Journal/TCPalmKmetz, Nuttall, Elwell, Graham, CPAsMarine Bank & Trust CompanyMorgan, Jacoby, Thurn, Boyle & Associates

Thanks to the following for supporting the 2013-2014 campaign.

Northern TrustProctor Construction CompanyRehmannRossway Moore SwanSchlitt Insurance Services, Inc.Seacoast National BankThe Law Offices of Jennifer D. Peshke, P.A.Vero InsuranceWillis of FloridaWilmington Trust, N.A.

TorchbearersBrown & Brown Insurance - Vero DivisionCity of Vero BeachDisney’s Vero Beach ResortFellsmere FarmsFlorida Power and Light CompanyGeorge E. Warren CorporationIndian River CountyIndian River Medical Center

Indian River Press Journal/TCPalmIndian River County School DistrictIndian River County Sheriff’s OfficeNorthern TrustPiper AircraftPublix Super MarketsRossway Moore SwanSeacoast National BankWells Fargo

Corporate SponsorsAIG Bayer/MoventoBernard EganCrop Production ServicesDisney’s Vero Beach ResortDuPontEverglades Farm EquipmentFlorida Power & Light CompanyHealthFirst Health PlansIndian River Press Journal/TCPalm

Kmetz Nuttall Elwell Graham, PPLCLevel 4 TelecomMorgan, Jacoby, Thurn, Boyle & AssociatesNorthern TrustPiper AircraftPlant Food SystemsPURESeacoast National BankVero Insurance

2013-2014 Alexis de Tocqueville Society

Ordre d’Egalité ($50,000-$74,999)Edward and Sherry Ann DaytonJim and Jean Kelly

Ordre d’Liberté ($25,000-$49,999)Clark Charitable Foundation, Mr. and Mrs. A. James ClarkMr. and Mrs. Edward E. CrutchfieldMr. and Mrs. Bruce L. HammondsRaymond J. and Sonia McGowanJohn E. Moore, III, and Lee Robinson MooreMr. and Mrs. O. Griffith SextonMrs. David K. Welles, Sr.

Membres de la Société ($10,000-$24,999)4 Anonymous donorsNorman and Ann BakerAnn and Drew BartonBill and Mary Ann BeckerJohn and Jean BeckertMr. and Mrs. James G. BergesFritz and Gay Blaicher LVaughn and Nancy BrysonMr. Richard J. Canty and Ms. Hope B. WoodhouseThomas L. and Carol M. CorrMarybeth and Chuck CunninghamJohn H. and Susan DobbsGale and George DorseyMr. and Mrs. J. B. Egan, IIIBill and Laura Frick through the Indian River Community FoundationDavid and Louise GarfieldRichard J. GreeneBarbara D. Hauptfuhrer, in memory of Bob

Robert B. and Janet A. Hoffman FoundationLinda and Maurice JenningsRalph T. King LRoy and Patsy LambertChris and Don LoftusMr. and Mrs. Robert P. LucianoWhitney and Betty MacMillanJoseph L. and Sarah S. MarcumEthel Kennedy MarranMr. and Mrs. John N. McConnell, Jr.John and Susan McCordBetty and Jim McDonald** LEdward and Dawn Michael LCarol and Reg NewmanSharon and David NorthrupMr. and Mrs. Peter PetersonMichael and Anne RhoadsThe J. M. Hopwood Charitable Trust LDon and Patsy RieflerJack and Mollie RogersSandy and Randy RolfMrs. Richard M. RossSusan and Larry SalustroMr. and Mrs. William P. ScullyMr. and Mrs. Thomas F. SlaterMr. and Mrs. Joseph E. SmithMr. and Mrs. J. Spencer StandishBill and Lindy StreetKing and Dace Stubbs through the Indian River Community FoundationSyde Hurdus Foundation Lois and Jim Thompson, in honor of J.A. “Coach” ThompsonMr. Gilford B. Walker, Camp Younts FoundationJudy and Kent Whittaker

** (deceased)L denotes Tocqueville Legacy Circle

Fritz and Gay Blaicher, ChairsLeadership Investment Association

DIAMOND CIRCLE ($7,500-$9,999.99)Susan and Dick Bergeman*William and Marcia Blackburn*

PLATINUM CIRCLE ($5,000-$7,499.99)Mrs. Herman F. Becker*Duane and Dorothy BluemkeMr. and Mrs. Otis G. Pike*Mr. Jack (John) Chamberlain*Amy and Cecil Conlee*Mr. and Mrs. John F. CurleyAndrew and Betsy Forrester*Mr. John H. HollidayMr. and Mrs. Timothy A. HultquistIndian River County Bar AssociationMrs. William IrelandMr. and Mrs. R. B. Jennings, Jr.Mr. and Mrs. James Johnson*Barclay and Dennis KassMrs. Charles M. LeightonBob LongbineSusie and Bill MacDonald*Mr. and Mrs. Charles W. Moritz*Chad and Lisa Morrison*Mrs. Jean W. O’Connor*Jerry and Patricia PerkinsThe Richard FoundationMrs. Rebecca S. Richardson*Mrs. Lee D. Robinson (Toni)*Mr. and Mrs. John L. SalmonDavid and Betsy Sams*Mr. and Mrs. Ned SherwoodJim and Karen Truettner*Anonymous*

GOLD CIRCLE ($2,500-$4,999.99)Dr. Richard W. G. Beckers*Mr. E. Garrett Bewkes, Jr.Mrs. Eileen Blaker Raynolds*

Mrs. Ann J. BowlingDuane and Marilyn BredesonMr. and Mrs. William C. Buck*Mr. and Mrs. Robert E. Byrket*Mr. and Mrs. Anthony J. CaldaroneDr. and Mrs. Robert P. Christopher*Mr. and Mrs. John F. Donahue*Mr. and Mrs. Dennis Ferro*Mr. and Mrs. Bernard M. Freeman*Richard and Debbie GaffneyMr. David GeiserGraves Brothers CompanyMr. and Mrs. Samuel S. Hall III*Mr. and Mrs. John C. HarveyWoody and Ethel Haselton*Mr. and Mrs. Samuel B. Hayes III*Mr. and Mrs. Thomas C. Hopkins*Jane S. Huber and FamilyKip and Mary Jacoby*Mr. and Mrs. Henry K. JustiMr. and Mrs. Philip KemperJohn C. and Mary P. Kurtz*Kate and Chet Lasell*Mr. and Mrs. William E. Lower*Mr. and Mrs. Richard Lowry*Karen and Ted Meyer*Mr. and Mrs. John O’Steen*‘Mr. Steven OswaldMr. and Mrs. Dean P. Phypers*Jack and Penny Rohrbach*James and Ruth SteerRosanne and Jeffrey L. Susi*Bob TheisMr. W. Peter Williams through the Indian River Community FoundationAnonymous

These community leaders contributed $1,000 to $9,999 to the health and well being of our community through their generous donations.

*denotes Leadership Donors who have given to United Way for 10 years or more.

SILVER CIRCLE ($1,000-$2,499.99)Jim Ackerman*Scott and Gail Alexander*Bob and Becky Allen*Mr. and Mrs. Kim C. AndersonMrs. Lois W. Appleby*Willy AspervilMr. and Mrs. Eugene D. AtkinsonDonald AttridgeSteve and Lucia Bailey*St. John and Gay Bain*Mrs. Elliot A. BainesKathy and John BaretelaMr. and Mrs. Robert BarrowsRalph and Natalie Bartlett*Mr. Jeffrey K. Barton*Edward Bator, Jr.Mr. and Mrs. Robert W. Bauchman*Mr. and Mrs. S. Robert BeaneMr. and Mrs. C. Randolph BeardDavid J. Becker, M.D.*Jayne and Paul Becker*Mr. and Mrs. Jerry BenfordMr. and Mrs. William D. BiersachMitch and Cindy BigglesMr. and Mrs. Peter I. BijurMr. and Mrs. Arthur BondMs. Megan Boulahanis*Mr. and Mrs. Frederick W. Bowers*John and Carolyn Bowers*Mr. Robert G. Bowman*Sheryl BrechtBrewer InternationalMichael BrianteMr. La Varne BridgemanNancy Briggs *Mrs. George BrophyMrs. Carole Beecher Brown*Jim BrownMrs. Miriam BurnsToni BurnsSimon and Eleanor CaldecottJeremy CampbellLewis and Scottie Campbell*Mary L. Casey

Susie and Loring CatlinDonna CaudillMr. and Mrs. William H. Chadwick*Ms. Susan L. Chenault*Bridgette ChristoffersenMr. and Mrs. Jonathan M. ClarkTenneys ClaytorMrs. Rosalen E. Cline*Mr. and Mrs. Stephen C. Coley*Karen and Bert Condie*Barbara and Scott ConklinEnola CooneyDr. E. Gerald CorriganRoss and Connie Cotherman*Shawn Marie CouncilMr. and Mrs. Paul D. CovillMs. Rae M. CriselBill and Nancy Curtis*Heather DalesCyn DeLee Dalton*Alvin DavisAlthea and Jim Davis*Javon DawkinsAnthony and Krista DeNardoGerald DemkoMr. and Mrs. Glenn J. DeSimoneMr. and Mrs. J. Hugh DevlinMr. and Mrs. Richard M. DeVos, Jr.David A. DeWahlBeth A. DialChris and Helen DiBenedetto*Mr. and Mrs. Frank DiFazioLola and Andre DigiuseppiAnn and John DillonMr. and Mrs. J. Bennett Donaldson, Jr.Rene and Alice Donars*John and Jan Donlan*Mr. and Mrs. Edward B. DuPontMr. and Mrs. Carlton C. DurlingMr. and Mrs. LeRoy Eakin,IIIDr. and Mrs. A. Willard Emch*Brad and Rebecca EmmonsStephen M. Evans*Ralph and Roslyn Evans*Barrie and Joe FaheyJennifer Farless

Mr. Ford Fegert and Virginia E. Fegert, M.D.Ken Felten*Mr. and Mrs. A. Lee FentressDavid FitzSimonsKevin and Dawn FolsomMrs. Florence B. FowlkesMr. and Mrs. Charles P.A. Frankenthal*Mr. and Mrs. William H. Friesell III*Patti and Ted Frith*Michael Frothingham*Stephanie Gallagher*Paul M. Genke/Lila BlakesleeBob and Wheatie GibbLisa GiessertAnna and Sal GiordanoMr. and Mrs. Neil B. GlennDaniel and Robin GlotzerDrs. Gerald and Susan GoebelTiffany and Frank GoodwinMrs. Mary P. Graves*Greene Groves & RanchMr. and Mrs. Tyler GuettlerBradley GuffinScott Richard HallMichele L. HallBill and Pat Hamlin*Mrs. George F. Hamner, Sr.*Mr. and Mrs. John V. E. Hardy*Robert and Jeanine Harris*Richard HarrisMr. and Mrs. Raymond A. HayMr. David W. HaynesRobert P. and Carol T. HendersonPatricia A. HillDr. and Dr. Wayne HockmeyerMr. and Mrs. Edwin K. Hoffman*Home Instead Senior CareLa Toya HopeJohn and Tracey Hrusovsky*Lynn Hubbard*Mr. and Mrs. William N. HudsonG. M. HughesDr. and Mrs. Richard A. Huot, D.D.S.Rick and Laura Hurley*

Dr. and Mrs. Robert S. Janicki*Leeds E. JarvisDr. and Mrs. Leander Jennings*Meredith JohnsonMr. and Mrs. Aben E. JohnsonLucy and Everett Jones*Jerry and Cheri Jones*Mrs. Elizabeth JuddMr. and Mrs. George KahleMr. and Mrs. Russell KaliherFred and Susie KastenDonald F. Kelley*David and Susan KellyMr. and Mrs. John L. Kelsey*Patricia and James KielleyTimothy Kilbourne*Michael and Sandy KintThe William Kirk FamilyMichael and Brenda Kmetz*Mr. Jesse G. Knipshild, Jr.Jay and Linda Knoll*Mr. and Mrs. William Koman*Mrs. Rosemary KotkowskiMr. Brian KrohDeDe and Don Lambert*Mr. and Mrs. William W. LaneMichael LangelDr. James W. LargeSiera & Christopher LarsenJamie and Hala LaviolettePatrick and Kay LearyMr. and Mrs. Alain LebecDavid and Kelly LegaultTimothy LeiMs. Martha G. LemastersTab and Cynthia LewisMr. and Mrs. Dennis Little*John Locke and Brenda Locke*Mr. Charles Lockhart, IIIAlec and May Lui*The Luther Family Foundation, John and Nancy LutherAmanda MackGregory and Debbie MacKay*Tom and Cheryle Mackie*Mr. and Mrs. Harold Mackinney

Mrs. Barbara MacPhersonMr. and Mrs. Donald A. MacraeBarry and Robin MacTaggartSally MaioMichelle and Josh MalynLaura Manners and Tyler Waters*Mr. and Mrs. Thomas J. Manwaring*Jim and Melinda Marley*Dennis and Karen Marlo*Mrs. Robert MarquardtKathy MarshallMr. and Mrs. Jean F. Mason III*Joe and Jennie MassiminoMr. and Mrs. William B. Matteson*Joseph MaugensVerlin MayneMr. and Mrs. Robert F. McCabe*Nancy McCormackDr. and Mrs. Hugh K. McCrystal*Mr. and Mrs. Eugene F. McCulloch, Jr.Nancy and Neil McCurryDrew and Erin McEwinLiberti McGoughDr. and Mrs. David J. McKennaMrs. Phoebe MeehanJamy A. MelitiMr. and Mrs. John MellottNick and Liz Melnick*Mr. and Mrs. William MelvinMr. and Mrs. Howard R. MerrimanBill and Kathy MessersmithMr. and Mrs. Richard MetzlerMr. and Mrs. Peter MeyerJeff A. MichaelMr. and Mrs. James J. DalyNancy and Dick Milsten*Mr. and Mrs. Joseph M. MollmannMr. and Mrs. James E. MoltzMr. and Mrs. Frederick Moore*Mark MoreinGary L. MorganEarl and Elizabeth MorganMr. and Mrs. Robert S. Morrison*Mr. and Mrs. Thomas Mullan IIIMr. Joseph MullaneyEdward Murphy, M.D.*

Cloverly NelsonMr. & Mrs. Robert J. Newhouse, Jr.Mr. and Mrs. Francis OatwayPeter and Susan O’Bryan*Dr. Cornelius O’ConnorDick and Lois Oehme*Mr. and Mrs. Raymond J. Oglethorpe Jr.Mrs. Roberta Olsen*Mr. and Mrs. Robert P. O’MearaJay OwleMichael and Angelia PapeEd and Debra ParkerSyndy PatzlaffKerice, Evens, & Rajon PaulvilBill and Karen Penney*Mr. Michael A. Perez and Ms. Barbara I. EdelsteinMr. and Mrs. Jonathan C. PeshkeMr. and Mrs. Jonathan C. PeshkeDenise and Jacob PhelanGary Phillips*Mr. Alexis PiakisPhilippe PierreMr. and Mrs. Edward Pillard*Mrs. Guy H. Pitts*Alan and Deborah Polackwich*Natasha J. PotterMrs. Frederic B. Powers, Jr.Mr. and Mrs. Theodore W. PriceMr. and Mrs. James L. Price*Mr. and Mrs. R. Craig PriceMr. Donald Rebar*Mr. and Mrs. Robert D. Reisman*Randy Riley*Rod Mickley InteriorsMr. and Mrs. C. Graydon RogersCindy RogersGreg and Elizabeth Rogolino*Hilary RossMr. and Mrs. G. Hunt RounsavallMr. and Mrs. Charles S. Rowe*Maureen & Joe Roxe/The Roxe FoundationMrs. Thomas S. RoysterMr. and Mrs. John D. Rusher III*SAD Foundation

Mr. and Mrs. Stephen M. SadlekMr. and Mrs. Edwin C. SagurtonMark Saint-VincentMr. and Mrs. Richard E. Sameth*Mike and Vicky Sammons*Mr. and Mrs. J. William Sayler*Christopher B. SchellBob SchlittMr. and Mrs. James E. SchneithorstMr. and Mrs. S. Van Zandt Schreiber*Mr. and Mrs. Frank C. Schroeder*John and Kathi Schumann*Warren and Virginia Schwerin*Michaela Scott, M.D.Mr. and Mrs. John C. Scully*Summer SeeversThomas and Charo SeguraRalph D. ShainMr. and Mrs. Charles V. Sheehan*Jerry and Mary Rita Sheehan*Dick and Nancy Shoemate*Jordan, Carly, and Ava SihombingMr. and Mrs. Thomas W. SinclairMr. and Mrs. Thomas B. Slaughter*Jeffrey R. Smith*Gerri McPherson SmithMr. and Mrs. Crosby R. Smith*Mrs. Karen SmithBob and Jackie Solari*Dan and Mary Jane Somers*Mr. and Mrs. Daniel E. Somes*Mr. and Mrs. John A. SommersVicki and Russ Soulé*Mrs. Thomas SoutterMr. and Mrs. Curtis E. SpaldingDr. and Mrs. J. Clyde Spencer, M.D.Carol S. Sperry*Steve & Norma SpringerMichael and Doreen SprouleMr. and Mrs. Richard A. Stark*Diane and Norval Stephens*Mr. and Mrs. Donald M. StewartMr. and Mrs. Henry G. StifelMr. and Mrs. Robert L. Stott, Jr.Dr. Cary StoweRandy Strouse

William and Carolyn StuttPeter and Terry Sullivan*William E. SummersMr. and Mrs. Warren S. Sumner III*Mr. and Mrs. Murray SwindellJoe and Amber TamagniniPhillip and Helen TaskerMr. and Mrs. Andrew TaylorLinda and Mel TeetzGerry Thistle*Mr. and Mrs. Peter M. ThompsonSavanna ThurlbyMrs. Andrea Thurn*Mr. and Mrs. James W. TitelmanMr. and Mrs. William Tobin*Sue and Chris Tompkins*Mr. and Mrs. Sten TonnessenMr. and Mrs. Edwin G. TorranceMr. and Mrs. Charles M. Travis, Jr.Mrs. Richard B. Tullis*Mrs. Agnes C. UnderwoodMr. and Mrs. Hugo Uyterhoeven*Vero ENT AssociatesRobert WakefieldMr. and Mrs. Robert E. WashburnMr. and Mrs. Kenneth L. WesselRichard and Marsha Wheeler*Michael C. WhiteHerb and Nancy Whittall*Mr. and Mrs. James B. WigdaleMr. and Mrs. LeRoy WilburMr. Karl WilliamsMrs. Frederic H. WilliamsDave and Bonnie Wilson*Raymond W. Winkler*Mr. Alwyn E. WolfarthMr. and Mrs. Robert J. WoodKeirra WoodardMr. and Mrs. Henry M. Woodhouse*Mr. and Mrs. Philip WrightJohnny Wright IIIDr. and Mrs. David O. Zenker*Jerry and Ellen Zollenberg*7 donors who wish to remain anonymous

The United Way Foundation is the planned giving arm of United Way. The endowment works in tandem with the Annual Campaign to build capacity in meeting both current and future needs and provides long-term financial security. The ongoing endowment campaign has raised $1,419,871.97 through gifts of cash, stock, personal property or real estate.

BOARD ROSTER

Scott AlexanderRegional PresidentNorthern Trust

Ed Bamberg, SecretaryFinancial AdvisorMerrill Lynch

Fritz Blaicher

Kip Jacoby, CPA, TreasurerPartner - Morgan, Jacoby, Thurn, Boyle & Assoc.

William N. Kirk, ChairmanAttorneyGould Cooksey Fennell

Trent LeydaFinancial Advisor Morgan Stanley Smith Barney

2013-14 United Way Foundation

Edward (Ted) MichaelRetired

Lee Moore

Kyle Morgan, Vice ChairmanWealth Managment Advisor Merrill Lynch

Bill PenneyPresident & Chief Executive OfficerMarine Bank & Trust

Jim ThompsonPresident

Hope WoodhouseRetired Chief Operating Officer

Will Kirk is serving as Chair of the 2013-2014 United Way Foundation Board of Directors. The Foundation is building an endowment that will generate funds in support of United Way’s work in the community.

Tocqueville Legacy CircleThe following individuals have either made or made provisions for a thoughtful legacy gift to endow their annual gift to the United Way of Indian River County as members of the esteemed Alexis de Tocqueville Society. Each year, the Foundation will make a gift of $10,000 or more to the annual campaign in their names in perpetuity.

Fred M. and Gay C. BlaicherRalph T. KingBetty and Jim McDonaldEdward and Dawn MichaelDanforth K. and Marge Richardson

Leadership Legacy CircleThe following individuals have either made or made provisions for a thoughtful legacy gift to endow their annual gift to the United Way of Indian River County as members of the distinguished Leadership Investment Society. Each year, the Foundation will make a gift of $1,000-9,999 to the annual campaign in their names in perpetuity.

Mr. and Mrs. C. William Curtis/Bill and Nancy CurtisChris and Don LoftusMr. and Mrs. Norval B. Stephens, Jr.Peter and Terry Sullivan

Legacy SocietyThe following companies, private foundations, and individuals have made or made provisions for unrestricted gifts to the Foundation to support the many facets of the critically important work of our local United Way here in Indian River County for generations to come.

Fran AdamsValerie and Douglas AndersonEve Ballance in honor of Norma ListerAlan BartolRobert W. BauchmanSandra Block in honor of Barbara C. BlockClair BrunettiMr. and Mrs. Anthony Buford, Jr.Michael and Miriam Burns

Legacy Society

Donald R. and Myra J. BurnsDoris Land Butler, in loving memory of Grace R. ByrdRichard Canty and Hope Woodhouse John “Jack” ChamberlainSusan L. ChenaultMr. and Mrs. J. Warner ClarkP. Ross Cotherman, CPAD. Lorne and Jane R. CoyleCarol CrittendenMr. and Mrs. William C. Cummings

Legacy Society continued

Oscar H. and Helen L. CurryCurtis Ward & Associates PADr. and Mrs. William M. CutlerAlice and Rene Donars Mr. and Mrs. Hamilton R. DuncanMr. and Mrs. David W. EdwardsRobert R. Elser and Mary Lou CommerfordMr. and Mrs. Jack L. ErnsbergerMr. and Mrs. Kenneth D. FeltenHenry Patrick FitzgeraldMr. and Mrs. William O. FlemingFlorida Power and LightGifford and Ellen FoleyMr. and Mrs. John B. Ford IIIFaith G. FrazierJim and Jennifer GabbardMrs. John R. GouldGracewood Fruit CompanyJay W. HartMargaret HarveyBill and Carolyn HighMr. and Mrs. Don R. HinkleyJohn and Mary HobartRichard and Lucy HopeJ. M. Hopwood Charitable TrustMr. and Mrs. William B. HowellWilliam K. & Barbara W. HowellHenry H. Hoyt, Jr.Allen and Ann HubbardMr. and Mrs. William Y. HumphreysIndian River National BankIlain IsaacMr. and Mrs. Richard S. JacksonKip and Mary JacobyDowning Jenks Charitable TrustGeorge and Sandy KahleThe Kahle FoundationMichael and Sandy KintWilliam N. KirkMr. and Mrs. F. Curtis LaneBobby and Lynn Lindsey

John J. and Francesca W. LoganMarcia P. LunkaJohn and Nancy LutherAlma Lee LoyUrsula MaMichelle and Josh MalynMr. and Mrs. Thomas ManwaringThe Estate of Stanley T. ManzerJoseph L. and Sarah S. MarcumEd and Jo MasseyWalter J. and Mae S. MatthewsMildred D. McMichael TrustDavid and Claudia McNultyDr. and Mrs. Roger MeyerMrs. Helen F. Miller in memory of Danforth Miller, Jr.Manley H. Mitton TrustDavid Mixter and Carol BaldwinJohn E. and Lee R. MooreMr. and Mrs. Charles W. MoritzChad MorrisonNextera Energy Foundation, Inc.The M. J. O’Brien Family FoundationAnonymous Gift in Living Honor of Ralph and Jane KingO’Malley and Siedler FamiliesBeverly B. O’NeillMr. Richard W. PaullBill and Karen PenneyRaymond T. PerringWilliam and Mary PhelanAlan and Deborah PolackwichDan and Joan PreussEstate of Clarence W. RedstoneMr. and Mrs. Robert D. ReismanRichardson FoundationMr. and Mrs. C. Graydon RogersHugh RosaaenMrs. Katherine H. RoseMrs. Stewart A. DunnMark and Carolyn SanchezThe Schumann Foundation

Mr. and Mrs. John Schumann, Jr.Mr. and Mrs. John C. ScullyThomas and Charo SeguraMr. and Mrs. David ShapiroFred and Jean SirianniPeggy and John SirichLeroy SmithLouise L. SmithMrs. Margaret A. SmithMr. and Mrs. Benjamin F. Stahl, Jr.Estate of Florabel L. StevensRosanne and Jeffrey L. SusiLois and Jim Thompson, in honor of J.A. “Coach” ThompsonMr. and Mrs. Mark Thurn

Mr. and Mrs. Charles M. TravisEstate of Helen M. VanBlarcumMary Beth VallarDeborah VickersChristine and Mike VideticEthel M. Wasmuth TrustKarl E. Wenk, Jr.Lewis Stanley and Myrna Newell WhitakerElizabeth WhittallArchie S. Wingfield, Jr. Charitable TrustHenry and Joan Woodhous43 donors who wish to remain anonymous

Memorial GiftsMemorial gifts celebrating the life of the following individuals have been made by their family, friends and colleagues to honor their philanthropic spirit and forever support United Way’s working in advancing the common good here in Indian River County.

Louis AlloccaElliot A. BainesJesse Loy BaldwinElmer T. BrowneMargot ColemanDorothy CoufosArchie T. CroteauMr. Charles E. Davis, Jr.Olga DraperEllen Ann DunhamCharles V. FennThomas FratarHayden HarlowDoris HardestyMabel B. HarrisMr. and Mrs. William B. HowellBenjamin JaquesCharles R. JohnsonRuth KarpfRay KempkinJon W. Ludwig

J. Albert Marshall, Jr.Walter J. MatthewsJames Orr McCue, Jr.John C. Metzger, Jr.Danforth Miller, Jr.Fils-Hime Naus Martin G. NoonKay and Walter O’MalleyChristy Pappadouplos C. Gorham PhillipsElizabeth M. RichCharlotte Anne Rolfe Willliam RomanowskiMarguerite Lydia ShattuckJean SirianniTrevor SmithJane Osborne StoddardVirginia WollenzinGeorge WonderlyJoseph ZemkeRuth M. Zimmer

United Way of Indian River County values its fiduciary responsibility to donors and the larger community. Please find the financial audit and IRS 990 on our website at www.unitedwayirc.org.

Charity Navigator, America’s largest independent charity evaluator, recently awarded United Way of Indian River County a 4-star rating for sound fiscal management practices and commitment to accountability and transparency. This rating puts our United Way in a very select group of high performing charities.

United Way of Indian River County raised $2.6 million in the fiscal year ending June 30, 2014.

Support of programs and initiatives, especially in the areas of Education, Financial Stability, and Health, along with disaster preparedness, crisis needs, and community building, made up 82% of expenses.

Featuring a process unique to United Way, community members are involved in every step of our work raising dollars, vetting programs and agencies for effectiveness and value, and distributing funds.

United Way of Indian River CountyStatement of Activities, Year Ended June 30, 2014

Income Public Support, Revenue and Reclassifications $2,674,660 Expenses Community Support Services 2,095,003 Campaign Fund Development 283,238 Management and General 162,194

Total Expenses 2,540,435

Changes in Net Assets 134,225

Net Assets, Beginning of Year 4,109,287

Net Assets, End of Year $4,243,512

Accountability

The United Way Foundation is committed to building a permanent endowment that will extend United Way’s reach by forever generating funds in support of United Way’s work in Indian River County. Long-term in scope, the Foundation affords donors the opportunity to leave a legacy ad shape the future of Indian River County by extending their support of our local United Way beyond their lifetime primarily through major outright gifts, bequests and other planned contributions.

United Way Foundation of Indian River CountyStatement of Activities Year Ended June 30, 2014

Income Contributions $ 28,539 Investment Return 437,849

Total Public Support and Revenue 466,388

Expenses Community Support Services 35,178 Endowment Fund Management 99,625

Total Expenses 124,296

Changes in Net Assets 331,585Net Assets Beginning of Year 2,749,061

Net Assets, End of Year $3,080,646

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(772) 567-8900 | unitedwayirc.org. | 1836 14th Avenue, Vero Beach, Florida 32960

United Way’s online volunteer connection provides a link for individuals, families, teams, and corporate groups to engage in meaningful volunteer opportunities throughout Indian River County. From motivating children to discover and learn to serving hot meals to low-income families, Indian River County residents are responding to critical needs.

Find ways to give your unused materials and household items to agencies in need of donations, advocate for causes that require your passionate voice, and volunteer your time in ways that make a real difference at www.volunteerindianrivercounty.org

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