Blueprint: 2022 Annual Report

Blueprint 2022

TABLE OF CONTENTS Efficiency A Message from the Board Chair and President & CEO page 4 The Community Foundation Board of Directors page 5

Expand

Committees page 6 ALWAYS

Investing for the Future page 7 2022 Financials page 8

TOMORROW

ort

Supp

The Wright Way of Caring for Community page 12 TODAY

ond

Resp

Planned Gift Extends a Life’s Investment page 14 Community Grants: A Welcoming Process page 16

ips

nsh elatio

R

Building on Permanence; A Home of Our Own page 10

2022 Donors page 20 2022 Honorariums page 24 Staff page 26

2

A3

TABLE OF CONTENTS Efficiency A Message from the Board Chair and President & CEO page 4 The Community Foundation Board of Directors page 5

Expand

Committees page 6 ALWAYS

Investing for the Future page 7 2022 Financials page 8

TOMORROW

ort

Supp

The Wright Way of Caring for Community page 12 TODAY

ond

Resp

Planned Gift Extends a Life’s Investment page 14 Community Grants: A Welcoming Process page 16

ips

nsh elatio

R

Building on Permanence; A Home of Our Own page 10

2022 Donors page 20 2022 Honorariums page 24 Staff page 26

2

A3

A Message from the Board Chair and President & CEO

The Community Foundation Board of Directors

From its beginning, The Community Foundation of Muncie and Delaware County has had a plan to grow, following a blueprint to build an enduring source of community support.

Over the last several years, the community, and The Community Foundation, have been presented with new opportunities and faced many challenges. To be responsive to the community’s needs, our blueprint needed some adjustments.

In 2022, The Community Foundation updated that blueprint to honor the past and envision a prosperous future. We launched an innovative strategic plan to guide us through the next five years. And we got right to work.

Trent Dowling, Chair

Magi Kirkpatrick Sikora, Vice Chair

Casey Stanley, Secretary

Ermalene Faulkner,

Sara Shade Hamilton

Dave Heeter

Mia Johnson

Treasurer

John W. Anderson Jr.

This year, we embraced the opportunity to grow into a new, owned space. We expanded staff, clarified roles, and reorganized to create efficiencies that help us serve the community better.

We championed nonprofits serving our community, adding flexibility to our grantmaking, introducing impact investing, and launching a new supporting organization dedicated to a healthy, well-supported sector. We served as a community leader by supporting community plans.

Derron Bishop

We partnered with MutualBank Charitable Foundation to continue their legacy by creating the Mutual Legacy Fund and accepting the largest single gift to the Foundation to date. We also bid farewell to the Maxon Foundation Fund Committee as they retired after putting their trust in the Foundation more than a decade ago. We helped create new legacies for those who made their first gift and those who left a final gift.

Professional Council

With a strong plan for the future, we look to the community as our partner to embrace the many opportunities awaiting us. Will you join us as we seize the next opportunity for Muncie and Delaware County?

Jack E. Buckles

Sincerely,

Suzanne Gresham

Steven D. Murphy, Legal Council

Chair Emeritus

President Emeritus

Stefan S. Anderson

Roni Johnson

Wilbur R. Davis Mark A. Ervin Ronald K. Fauquher Jeffrey R. Lang

In Memoriam Edmund F. Ball Oliver C. Bumb David Sursa Earl R. Williams

John D. Littler Carol E. Seals

Trent Dowling Board Chair 4

Marcy Minton President & CEO

Steven M. Smith Charles V. Sursa Marianne Vorhees

5

A Message from the Board Chair and President & CEO

The Community Foundation Board of Directors

From its beginning, The Community Foundation of Muncie and Delaware County has had a plan to grow, following a blueprint to build an enduring source of community support.

Over the last several years, the community, and The Community Foundation, have been presented with new opportunities and faced many challenges. To be responsive to the community’s needs, our blueprint needed some adjustments.

In 2022, The Community Foundation updated that blueprint to honor the past and envision a prosperous future. We launched an innovative strategic plan to guide us through the next five years. And we got right to work.

Trent Dowling, Chair

Magi Kirkpatrick Sikora, Vice Chair

Casey Stanley, Secretary

Ermalene Faulkner,

Sara Shade Hamilton

Dave Heeter

Mia Johnson

Treasurer

John W. Anderson Jr.

This year, we embraced the opportunity to grow into a new, owned space. We expanded staff, clarified roles, and reorganized to create efficiencies that help us serve the community better.

We championed nonprofits serving our community, adding flexibility to our grantmaking, introducing impact investing, and launching a new supporting organization dedicated to a healthy, well-supported sector. We served as a community leader by supporting community plans.

Derron Bishop

We partnered with MutualBank Charitable Foundation to continue their legacy by creating the Mutual Legacy Fund and accepting the largest single gift to the Foundation to date. We also bid farewell to the Maxon Foundation Fund Committee as they retired after putting their trust in the Foundation more than a decade ago. We helped create new legacies for those who made their first gift and those who left a final gift.

Professional Council

With a strong plan for the future, we look to the community as our partner to embrace the many opportunities awaiting us. Will you join us as we seize the next opportunity for Muncie and Delaware County?

Jack E. Buckles

Sincerely,

Suzanne Gresham

Steven D. Murphy, Legal Council

Chair Emeritus

President Emeritus

Stefan S. Anderson

Roni Johnson

Wilbur R. Davis Mark A. Ervin Ronald K. Fauquher Jeffrey R. Lang

In Memoriam Edmund F. Ball Oliver C. Bumb David Sursa Earl R. Williams

John D. Littler Carol E. Seals

Trent Dowling Board Chair 4

Marcy Minton President & CEO

Steven M. Smith Charles V. Sursa Marianne Vorhees

5

Committees GOVERNANCE

STRATEGIC

MAXON FOUNDATION GRANTS

Trent Dowling, Chair Ermalene Faulkner Magi Kirkpatrick Sikora

Trent Dowling

Casey Stanley

Magi Kirkpatrick Sikora

Jeffrey Lang, Chair Steve Anderson Jennifer Gibson Charlie Hetrick Bill Hughes Steve Smith

INVESTMENT Tom Heck, Chair Ronald K. Fauquher Thomas J. Kinghorn Carol E. Seals Daniel Stallings Rob Tyler Mark Price

IMPACT INVESTING Ben Freeman Jeff Huff Carol E. Seals Magi Kirkpatrick Sikora Steve Slavin

FINANCE Kathy White, Chair Judy Benken Trent Dowling Mark A. Ervin Michael B. Galliher David W. Heeter John D. Littler Chris Miller Casey Stanley

GRANTS

6

Sara Shade Hamilton, Chair John W. Anderson Jr. Chris Day Andrew Draper Ermalene Faulkner Jaime Faulkner Olivia Fellows Molly Flodder Keith Gary Charlize Jamieson Lathay Pegues

Sara Shade Hamilton Carol E. Seals

ROBERT P. BELL EDUCATION GRANTS Joan McKinley, Chair Lisa Brand Kris Nauman Courtney Crabtree Erin Wilson Tom Arnold Kacie Hall Devon Barbosa Felicia Gray Melanie Wright

LAND CONSERVATION GRANTS

SCHOLARSHIP

Delaina Boyd Trent Dowling Dick Johnson Brandon Petro James Wormer

Derron Bishop Rateira Dodds-Simmons Keith Doudt Aileen Howard Marchal Hudson Ryan Hunter Mia Johnson Fred Meyer

HARRY AND JANET KITSELMAN GRANTS Jon Moll, Chair Steve Anderson Jack Demaree Franky Voss Jim Williams

John Craddock, Chair Jay Allardt Sue Errington Sara Shade Hamilton Paul Russell Les Smith John Taylor

GASTON TOWN ENDOWMENT GRANTS

LIBERTY PERRY SELMA TOWN ENDOWMENT GRANTS Jim Ballenger Kim Conner Larry Crabtree Theresa Johnson Brandon Morvilius Kristy Thompson

TOWN OF YORKTOWN ENDOWMENT GRANTS Edward Armantrout Marta Guinn Sarah McCord Nanci Perry Samantha Taylor

Investing for the Future Investment performance for 2022 was ugly.

Rises and falls in the market are common, but it isn’t easy to feel good when the markets are down. Luckily, The Community Foundation is built on a long-term growth model over time, and a short-term loss won’t have a lasting impact on its benefit to the community.

Leaning into Experts Knowledgeable community members serve on the Investment Committee of The Community Foundation. The committee, outlined in the Foundation’s bylaws, is responsible for monitoring the investment manager’s performance and recommending policies regarding the investment of the Foundation’s assets.

“As the Foundation grows, we continue to manage the portfolio for the long term, to maximize the support for the mission of the Foundation while maintaining the real (inflation-adjusted) value of the endowments.

Members of the Investment Committee employ their knowledge and skills to seek higher returns while taking prudent risks, utilizing a portfolio of both traditional and alternative investments,” said Tom Heck, chair of the Investment Committee of The Community Foundation. The Foundation

contracts with an investment advisory firm to support the management of the assets in the Foundation’s investment pool. Together the Investment Committee and the advisory firm work to make prudent choices that grow The Community Foundation’s assets over time.

Introducing Impact Investing The Community Foundation has been exploring how to do more with our assets. In 2022, the Foundation established a Local Impact Investment Subcommittee of the Investment Committee. This group evaluates opportunities to invest in local companies, organizations, or funds to generate measurable community benefits alongside financial returns.

Throughout 2022, the subcommittee worked to finalize an impact investment policy, program guidelines, and implementation tools, which were reviewed and approved by The Community Foundation Board.

“The Community Foundation has a history of using charitable assets to benefit Muncie and Delaware County. Learning about impact investing has us feeling like now is the time to do more,” said Carol Seals, past board chair and current member of the Investment Committee and Local Impact Investment Subcommittee.

7

Committees GOVERNANCE

STRATEGIC

MAXON FOUNDATION GRANTS

Trent Dowling, Chair Ermalene Faulkner Magi Kirkpatrick Sikora

Trent Dowling

Casey Stanley

Magi Kirkpatrick Sikora

Jeffrey Lang, Chair Steve Anderson Jennifer Gibson Charlie Hetrick Bill Hughes Steve Smith

INVESTMENT Tom Heck, Chair Ronald K. Fauquher Thomas J. Kinghorn Carol E. Seals Daniel Stallings Rob Tyler Mark Price

IMPACT INVESTING Ben Freeman Jeff Huff Carol E. Seals Magi Kirkpatrick Sikora Steve Slavin

FINANCE Kathy White, Chair Judy Benken Trent Dowling Mark A. Ervin Michael B. Galliher David W. Heeter John D. Littler Chris Miller Casey Stanley

GRANTS

6

Sara Shade Hamilton, Chair John W. Anderson Jr. Chris Day Andrew Draper Ermalene Faulkner Jaime Faulkner Olivia Fellows Molly Flodder Keith Gary Charlize Jamieson Lathay Pegues

Sara Shade Hamilton Carol E. Seals

ROBERT P. BELL EDUCATION GRANTS Joan McKinley, Chair Lisa Brand Kris Nauman Courtney Crabtree Erin Wilson Tom Arnold Kacie Hall Devon Barbosa Felicia Gray Melanie Wright

LAND CONSERVATION GRANTS

SCHOLARSHIP

Delaina Boyd Trent Dowling Dick Johnson Brandon Petro James Wormer

Derron Bishop Rateira Dodds-Simmons Keith Doudt Aileen Howard Marchal Hudson Ryan Hunter Mia Johnson Fred Meyer

HARRY AND JANET KITSELMAN GRANTS Jon Moll, Chair Steve Anderson Jack Demaree Franky Voss Jim Williams

John Craddock, Chair Jay Allardt Sue Errington Sara Shade Hamilton Paul Russell Les Smith John Taylor

GASTON TOWN ENDOWMENT GRANTS

LIBERTY PERRY SELMA TOWN ENDOWMENT GRANTS Jim Ballenger Kim Conner Larry Crabtree Theresa Johnson Brandon Morvilius Kristy Thompson

TOWN OF YORKTOWN ENDOWMENT GRANTS Edward Armantrout Marta Guinn Sarah McCord Nanci Perry Samantha Taylor

Investing for the Future Investment performance for 2022 was ugly.

Rises and falls in the market are common, but it isn’t easy to feel good when the markets are down. Luckily, The Community Foundation is built on a long-term growth model over time, and a short-term loss won’t have a lasting impact on its benefit to the community.

Leaning into Experts Knowledgeable community members serve on the Investment Committee of The Community Foundation. The committee, outlined in the Foundation’s bylaws, is responsible for monitoring the investment manager’s performance and recommending policies regarding the investment of the Foundation’s assets.

“As the Foundation grows, we continue to manage the portfolio for the long term, to maximize the support for the mission of the Foundation while maintaining the real (inflation-adjusted) value of the endowments.

Members of the Investment Committee employ their knowledge and skills to seek higher returns while taking prudent risks, utilizing a portfolio of both traditional and alternative investments,” said Tom Heck, chair of the Investment Committee of The Community Foundation. The Foundation

contracts with an investment advisory firm to support the management of the assets in the Foundation’s investment pool. Together the Investment Committee and the advisory firm work to make prudent choices that grow The Community Foundation’s assets over time.

Introducing Impact Investing The Community Foundation has been exploring how to do more with our assets. In 2022, the Foundation established a Local Impact Investment Subcommittee of the Investment Committee. This group evaluates opportunities to invest in local companies, organizations, or funds to generate measurable community benefits alongside financial returns.

Throughout 2022, the subcommittee worked to finalize an impact investment policy, program guidelines, and implementation tools, which were reviewed and approved by The Community Foundation Board.

“The Community Foundation has a history of using charitable assets to benefit Muncie and Delaware County. Learning about impact investing has us feeling like now is the time to do more,” said Carol Seals, past board chair and current member of the Investment Committee and Local Impact Investment Subcommittee.

7

SCHEDULE OF ASSET AND STYLE ALLOCATION*

2022 Financials

Private Equity 6.9%

US Mid Cap 2.9%

Master Limited Partnerships 0.0%

US Large Cap 31.6%

CONSOLIDATED STATEMENTS OF FINANCIAL POSITION

$3,770,953

Private Real Assets 4.2%

$82,814,998

Emerging Markets 4.4%

$89,442,899

US Small Cap 4.9%

December 31, 2022 and 2021

ASSETS

2022

2021

$3,112,712

$4,085,866

Prepaid expenses

1,675

1,675

Estates receivable

-

1,200,000

Right of use asset

28,236

-

Cash surrender value of life insurance

559,404

628,789

Property, building and equipment, net of accumulated depreciation

812,040

34,679

78,300,931

83,491,890

$82,814,998

$89,442,899

Cash and cash equivalents

Investments

2022

2021

Administrative expenses payable

$83,487

$10,407

Grants payable

246,875

251,720

Right of use liability

28,236

-

2,907

3,558

6,482,729

7,812,308

Investments managed for others

749,007

862,713

Total liabilities

7,593,241

8,940,706

2022

2021

833,474

153,201

74,388,283

80,348,992

75,221,757

80,502,193

$82,814,998

$89,442,899

LIABILITIES

Annuity obligations payable Funds held for the benefit of others

NET ASSETS Without donor restrictions With donor restrictions

*The Community Foundation of Muncie & Delaware County, Inc., uses Fund Evaluation Group, LLC (FEG) as its investment consultant. FEG provides a complete range of traditional institutional consulting services including investment policy development, portfolio design, asset allocation, manager search and selection, investment manager monitoring, plan monitoring and education for board members and staff. **represents the total grant distribution from all funds of the Foundation

The Community Foundation of Muncie and Delaware County, Inc. and Related Entity The audited financial statements are available on our website at CFMDIN.ORG 8

Fixed Income 14.5% International Equity 11.3% Diversifying Strategies 10.1% Hedge Funds 9.2%

Unrestricted Funds

CONSOLIDATED STATEMENTS OF ACTIVITIES 2022 OPERATING SUPPORT AND REVENUE Contributions Contributions and grants - BY5 In-kind contributions Investment return (loss), net Administrative fee revenue Total operating support and revenue

Without Donor Restrictions

With Donor Restrictions

$300 3,256 1,515 (406) 722,300

$9,037,907 560 (10,226,129)

726,965

(1,187,662)

697,077

(697,077)

4,075,970

(4,075,970)

2021 TOTAL

TOTAL

$9,038,207 3,256 2,075 (10,226,535) 722,300

$4,426,621 6,512 213,076 11,953,847 753,124

(460,697)

17,353,180

3,176,616 169,338 49,167 1,024,773 137,348 29,436 180,455 41,492 11,114 4,819,739

3,292,553 184,880

NET ASSETS RELEASED FROM RESTRICTIONS Satisfaction of purpose restrictions Net assets released from restriction pursuant to spending policy OPERATING EXPENSES Program services Program services - BY5 Program services - NSN Management and general expenses Management and general expenses - BY5 Management and general expenses - NSN Fundraising expenses Fundraising expenses - BY5 Fundraising expenses - NSN Total operating expenses CHANGE IN NET ASSETS Net assets at beginning of year Net assets at end of year

3,176,616 169,338 49,167 1,024,773 137,348 29,436 180,455 41,492 11,114 4,819,739

983,495 102,079 146,344 23,345 4,732,696

680,273

(5,960,709)

(5,280,436)

12,620,484

153,201

80,348,992

80,502,193

67,881,709

$833,474

$74,388,283

$75,221,757

$80,502,193 9

SCHEDULE OF ASSET AND STYLE ALLOCATION*

2022 Financials

Private Equity 6.9%

US Mid Cap 2.9%

Master Limited Partnerships 0.0%

US Large Cap 31.6%

CONSOLIDATED STATEMENTS OF FINANCIAL POSITION

$3,770,953

Private Real Assets 4.2%

$82,814,998

Emerging Markets 4.4%

$89,442,899

US Small Cap 4.9%

December 31, 2022 and 2021

ASSETS

2022

2021

$3,112,712

$4,085,866

Prepaid expenses

1,675

1,675

Estates receivable

-

1,200,000

Right of use asset

28,236

-

Cash surrender value of life insurance

559,404

628,789

Property, building and equipment, net of accumulated depreciation

812,040

34,679

78,300,931

83,491,890

$82,814,998

$89,442,899

Cash and cash equivalents

Investments

2022

2021

Administrative expenses payable

$83,487

$10,407

Grants payable

246,875

251,720

Right of use liability

28,236

-

2,907

3,558

6,482,729

7,812,308

Investments managed for others

749,007

862,713

Total liabilities

7,593,241

8,940,706

2022

2021

833,474

153,201

74,388,283

80,348,992

75,221,757

80,502,193

$82,814,998

$89,442,899

LIABILITIES

Annuity obligations payable Funds held for the benefit of others

NET ASSETS Without donor restrictions With donor restrictions

*The Community Foundation of Muncie & Delaware County, Inc., uses Fund Evaluation Group, LLC (FEG) as its investment consultant. FEG provides a complete range of traditional institutional consulting services including investment policy development, portfolio design, asset allocation, manager search and selection, investment manager monitoring, plan monitoring and education for board members and staff. **represents the total grant distribution from all funds of the Foundation

The Community Foundation of Muncie and Delaware County, Inc. and Related Entity The audited financial statements are available on our website at CFMDIN.ORG 8

Fixed Income 14.5% International Equity 11.3% Diversifying Strategies 10.1% Hedge Funds 9.2%

Unrestricted Funds

CONSOLIDATED STATEMENTS OF ACTIVITIES 2022 OPERATING SUPPORT AND REVENUE Contributions Contributions and grants - BY5 In-kind contributions Investment return (loss), net Administrative fee revenue Total operating support and revenue

Without Donor Restrictions

With Donor Restrictions

$300 3,256 1,515 (406) 722,300

$9,037,907 560 (10,226,129)

726,965

(1,187,662)

697,077

(697,077)

4,075,970

(4,075,970)

2021 TOTAL

TOTAL

$9,038,207 3,256 2,075 (10,226,535) 722,300

$4,426,621 6,512 213,076 11,953,847 753,124

(460,697)

17,353,180

3,176,616 169,338 49,167 1,024,773 137,348 29,436 180,455 41,492 11,114 4,819,739

3,292,553 184,880

NET ASSETS RELEASED FROM RESTRICTIONS Satisfaction of purpose restrictions Net assets released from restriction pursuant to spending policy OPERATING EXPENSES Program services Program services - BY5 Program services - NSN Management and general expenses Management and general expenses - BY5 Management and general expenses - NSN Fundraising expenses Fundraising expenses - BY5 Fundraising expenses - NSN Total operating expenses CHANGE IN NET ASSETS Net assets at beginning of year Net assets at end of year

3,176,616 169,338 49,167 1,024,773 137,348 29,436 180,455 41,492 11,114 4,819,739

983,495 102,079 146,344 23,345 4,732,696

680,273

(5,960,709)

(5,280,436)

12,620,484

153,201

80,348,992

80,502,193

67,881,709

$833,474

$74,388,283

$75,221,757

$80,502,193 9

Building on Permanence; A Home of Our Own What does home mean to you? For many neighbors, home is a safe place to live and play. For The Community Foundation and many nonprofit partners in the community, 2022 was a year to focus on “home.”

no longer plague our thoughts. We are more efficient and effective in our work now thanks to so many community supporters and the Foundation for supporting our ‘Home for Habitat’ campaign.”

In June, The Community Foundation announced that it purchased a building and would move into its new home before the year’s end.

The Community Foundation also knows growth often requires a new space. For The Community Foundation’s first 15 years, Foundation staff shared space within dedicated board members’ offices – first located at Ontario Corporation, then moving to Ball Corporation, and finally at NBD Bank. After 15 years of growth, the Foundation was ready to find its own space. In 2000, the staff of the Foundation moved into the Muncie Power Products building in downtown Muncie. The office buildout was designed to accommodate a decade or more of additional growth.

Earlier in the year, the Foundation provided grant support to Greater Muncie, IN, Habitat for Humanity for a new home and to the YMCA of Muncie’s capital campaign focused on merging member branches and building a new facility near Muncie Central High School. Before year-end and into early 2023, the Foundation would see requests from Boys & Girls Clubs of Muncie for new administrative offices to make space for program expansion and from ecoREHAB, who was gifted a property in need of repairs to make it a viable home.

“At Muncie Habitat for Humanity, we witness how safe, affordable, quality housing can improve quality of life for a family,” said Lindsey Arthur, President and CEO of Muncie Habitat. “In the same way, our organization has experienced benefits from our new office ‘home.’ We are grateful to not be worried about the day-to-day issues that troubled us in our old building. Staff being overcrowded, the roof leaking, the furnace not being reliable, and other numerous problems

10

The space served the Foundation for 22 years. By 2020, the staff of the Foundation had increased to seven. The area started to feel small. Over 22 years, more than 300 new funds, and asset growth to over $80 million, it was clear that a new home would be needed. Additional growth in staffing was also expected very soon.

The Board of Directors, along with then Foundation president, Kelly K. Shrock, quietly began the search for a suitable space to accommodate continued growth for another 20+ years. In early 2022, the building located at 302 E. Jackson Street hit the market. Working closely with trusted real estate partners, the Foundation purchased the downtown building.

“By design, The Community Foundation is here forever to support Delaware County,”

“Purchasing a building gives us a permanent place to call our home and opens the door to new opportunities to give back to our community.” said Trent Dowling, Board Chair of The Community Foundation. “Purchasing a building gives us a permanent place to call our home and opens the door to new opportunities to give back to our community.”

The building does more than provide a home for the Foundation. It comes with an abundance of opportunities as it has nearly 30,000 square feet of usable space. Currently, only about one-third of that space is occupied.

“We see the building as an evolving blueprint,” said Marcy Minton, President and CEO of the Foundation. “We have a wonderful space to welcome visitors, and we see the potential for this building to be something amazing to share with the community in the future.”

In 2022, the focus was to make the building move-in ready for the Foundation and its first tenant. The buildout included a board room, gender-neutral restroom, a first-floor breakroom, security and IT installation, and signage. In 2023, major projects will include the installation of a new chiller, freight elevator conversion, and an updated parking lot.

Throughout 2023 and into 2024, The Community Foundation will listen to and assess additional needs in the community to determine the best next steps for the rest of the building.

In late 2022, The Community Foundation welcomed its first tenant, Beasley & Gilkison LLP, a local law firm. Sara Shade Hamilton, a partner at Beasley & Gilkison and Board Member of The Community Foundation, shared in the excitement.

“The new building provides the Foundation with a great home, and Beasley’s space within that gives us a wonderful place to meet with clients,” said Sara. “The unexpected benefit has been the opportunity to expose our clients to The Community Foundation. As our clients develop their estate plans, we can help them consider their charitable legacies. That leads back to more grantmaking – a benefit to the whole community.”

Our new home will enable even more impactful grantmaking like the grants made to Habitat, EcoRehab, and the YMCA, with the ability for more efficient and effective work with space for the now expanded staff of nine.

Habitat moved into their new home on Hoyt, in the 8twelve area, in 2022, with additional planned projects in 2023. EcoRehab’s home, an 11-acre complex with several existing buildings, will be rehabilitated over the next few years. The YMCA will break ground in 2023 for what will likely be a two-year project.

Each of our new homes followed a blueprint to provide comfort today and potential for the future.

11

Building on Permanence; A Home of Our Own What does home mean to you? For many neighbors, home is a safe place to live and play. For The Community Foundation and many nonprofit partners in the community, 2022 was a year to focus on “home.”

no longer plague our thoughts. We are more efficient and effective in our work now thanks to so many community supporters and the Foundation for supporting our ‘Home for Habitat’ campaign.”

In June, The Community Foundation announced that it purchased a building and would move into its new home before the year’s end.

The Community Foundation also knows growth often requires a new space. For The Community Foundation’s first 15 years, Foundation staff shared space within dedicated board members’ offices – first located at Ontario Corporation, then moving to Ball Corporation, and finally at NBD Bank. After 15 years of growth, the Foundation was ready to find its own space. In 2000, the staff of the Foundation moved into the Muncie Power Products building in downtown Muncie. The office buildout was designed to accommodate a decade or more of additional growth.

Earlier in the year, the Foundation provided grant support to Greater Muncie, IN, Habitat for Humanity for a new home and to the YMCA of Muncie’s capital campaign focused on merging member branches and building a new facility near Muncie Central High School. Before year-end and into early 2023, the Foundation would see requests from Boys & Girls Clubs of Muncie for new administrative offices to make space for program expansion and from ecoREHAB, who was gifted a property in need of repairs to make it a viable home.

“At Muncie Habitat for Humanity, we witness how safe, affordable, quality housing can improve quality of life for a family,” said Lindsey Arthur, President and CEO of Muncie Habitat. “In the same way, our organization has experienced benefits from our new office ‘home.’ We are grateful to not be worried about the day-to-day issues that troubled us in our old building. Staff being overcrowded, the roof leaking, the furnace not being reliable, and other numerous problems

10

The space served the Foundation for 22 years. By 2020, the staff of the Foundation had increased to seven. The area started to feel small. Over 22 years, more than 300 new funds, and asset growth to over $80 million, it was clear that a new home would be needed. Additional growth in staffing was also expected very soon.

The Board of Directors, along with then Foundation president, Kelly K. Shrock, quietly began the search for a suitable space to accommodate continued growth for another 20+ years. In early 2022, the building located at 302 E. Jackson Street hit the market. Working closely with trusted real estate partners, the Foundation purchased the downtown building.

“By design, The Community Foundation is here forever to support Delaware County,”

“Purchasing a building gives us a permanent place to call our home and opens the door to new opportunities to give back to our community.” said Trent Dowling, Board Chair of The Community Foundation. “Purchasing a building gives us a permanent place to call our home and opens the door to new opportunities to give back to our community.”

The building does more than provide a home for the Foundation. It comes with an abundance of opportunities as it has nearly 30,000 square feet of usable space. Currently, only about one-third of that space is occupied.

“We see the building as an evolving blueprint,” said Marcy Minton, President and CEO of the Foundation. “We have a wonderful space to welcome visitors, and we see the potential for this building to be something amazing to share with the community in the future.”

In 2022, the focus was to make the building move-in ready for the Foundation and its first tenant. The buildout included a board room, gender-neutral restroom, a first-floor breakroom, security and IT installation, and signage. In 2023, major projects will include the installation of a new chiller, freight elevator conversion, and an updated parking lot.

Throughout 2023 and into 2024, The Community Foundation will listen to and assess additional needs in the community to determine the best next steps for the rest of the building.

In late 2022, The Community Foundation welcomed its first tenant, Beasley & Gilkison LLP, a local law firm. Sara Shade Hamilton, a partner at Beasley & Gilkison and Board Member of The Community Foundation, shared in the excitement.

“The new building provides the Foundation with a great home, and Beasley’s space within that gives us a wonderful place to meet with clients,” said Sara. “The unexpected benefit has been the opportunity to expose our clients to The Community Foundation. As our clients develop their estate plans, we can help them consider their charitable legacies. That leads back to more grantmaking – a benefit to the whole community.”

Our new home will enable even more impactful grantmaking like the grants made to Habitat, EcoRehab, and the YMCA, with the ability for more efficient and effective work with space for the now expanded staff of nine.

Habitat moved into their new home on Hoyt, in the 8twelve area, in 2022, with additional planned projects in 2023. EcoRehab’s home, an 11-acre complex with several existing buildings, will be rehabilitated over the next few years. The YMCA will break ground in 2023 for what will likely be a two-year project.

Each of our new homes followed a blueprint to provide comfort today and potential for the future.

11

The Wright Way of Caring for Community Brynn and Aleah Wright carry forward a family tradition of giving back. Following the example of the generations before them, including their parents, Deborah and Vince Wright, the two young women are building their own tradition of service.

This year, Brynn Wright, a senior at Cowan Jr./Sr. High School was recognized as a 2023 Lilly Endowment Community Scholarship recipient. The Lilly Endowment Community Scholarship in Delaware County recognizes students who show leadership potential, are well-rounded in their involvement, and exhibit community-mindedness.

What set Brynn apart as a Lilly Endowment Community Scholarship recipient is her community-minded spirit and ability to incorporate service to others into all areas of her life.

Brynn specifically highlighted her experience as president of Key Club and participation in 4-H, Fellowship of Christian Athletes (FCA), student council, National Honor Society, and a student athletic leadership group – she ran cross country and track and was a cheerleader.

“I like to do a lot of different things, but in all of them, we’re giving back and trying to involve the community,” said Brynn.

Aleah Wright graduated from Cowan Jr./ Sr. High School in 2021. She was awarded

12

the Dr. William J. McNabney and Thelma V. McNabney Memorial Scholarship, a four-year scholarship award from The Community Foundation. Much like the Lilly Endowment Community Scholarship, the McNabney is awarded to students who have academic ability, participate in extracurricular activities, show civic responsibility, and exhibit the potential for leadership and future success.

Brynn and Aleah come from a long line of community givers.

The Wright family has been in the Cowan area, in southern Delaware County, for four generations. Until 2018, and for more than 80 years, the family operated a dairy business.

“My father and mother were humble,” said Vince about his parents, Brynn and Aleah’s grandparents, who also attended Cowan School and were valedictorians. “They showed us to give back and serve, so the girls got a lot from them.”

The call to give back and academic achievement are trends for the Wright family.

Twenty years before Brynn was awarded the Lilly Endowment Community Scholarship, her cousin Laura (Wright) Kelly, a 2003 Cowan Jr./Sr. High School graduate, received the same scholarship. Laura, the second of 21 grandchildren, and Brynn, the second to last, have a special bond and even share the same birthday.

As part of the Lilly Endowment Community Scholarship Program, recipients build a relationship with The Community Foundation

Their service is seen across the community.

“We just want to give back to the community that has given us so much.”

that lasts during their time as undergraduate students and ten years after. Brynn is just beginning this relationship, and Laura remained in touch with the Foundation annually through 2017.

“I’m really thankful for The Community Foundation and so excited for Brynn,” said Laura. “It’s hard to see at that point in your life how big a deal it is to receive a scholarship like that.”

Like her younger cousins, Laura was recognized with a scholarship for academics, leadership, and service. And like her cousins, giving back is part of who she is and something she continues as a tradition in her own family.

Laura works as a first-grade teacher in a rural Illinois community similar to her hometown of Cowan. She and her husband serve their community through their church and other volunteer opportunities. They also look for ways to include their three young children in their service.

“I think we’ve been very blessed in our lives and just want to share those blessings with those who need it,” said Aleah. “We just want to give back to the community that has given us so much.”

Brynn will attend Purdue University with plans to study physical therapy or nutrition. Aleah is wrapping up her second year at Purdue and is studying agribusiness. Brynn plans to and Aleah has already started giving back at their college community, too.

When asked about the impact of her scholarship, Aleah responded, “This scholarship has allowed me to be able to devote more of my time to campus and community activities that Purdue has to offer without having to battle all of the financial burdens of college.”

It is clear to see, the Wright family cares for their community. Their authentic way of giving back can serve as a model of philanthropy across generations.

Partnerships with neighbors like the Wrights help The Community Foundation grow today, tomorrow, and always.

Today, many of Vince’s siblings and the Wright cousins still live and work in the Cowan area.

13

The Wright Way of Caring for Community Brynn and Aleah Wright carry forward a family tradition of giving back. Following the example of the generations before them, including their parents, Deborah and Vince Wright, the two young women are building their own tradition of service.

This year, Brynn Wright, a senior at Cowan Jr./Sr. High School was recognized as a 2023 Lilly Endowment Community Scholarship recipient. The Lilly Endowment Community Scholarship in Delaware County recognizes students who show leadership potential, are well-rounded in their involvement, and exhibit community-mindedness.

What set Brynn apart as a Lilly Endowment Community Scholarship recipient is her community-minded spirit and ability to incorporate service to others into all areas of her life.

Brynn specifically highlighted her experience as president of Key Club and participation in 4-H, Fellowship of Christian Athletes (FCA), student council, National Honor Society, and a student athletic leadership group – she ran cross country and track and was a cheerleader.

“I like to do a lot of different things, but in all of them, we’re giving back and trying to involve the community,” said Brynn.

Aleah Wright graduated from Cowan Jr./ Sr. High School in 2021. She was awarded

12

the Dr. William J. McNabney and Thelma V. McNabney Memorial Scholarship, a four-year scholarship award from The Community Foundation. Much like the Lilly Endowment Community Scholarship, the McNabney is awarded to students who have academic ability, participate in extracurricular activities, show civic responsibility, and exhibit the potential for leadership and future success.

Brynn and Aleah come from a long line of community givers.

The Wright family has been in the Cowan area, in southern Delaware County, for four generations. Until 2018, and for more than 80 years, the family operated a dairy business.

“My father and mother were humble,” said Vince about his parents, Brynn and Aleah’s grandparents, who also attended Cowan School and were valedictorians. “They showed us to give back and serve, so the girls got a lot from them.”

The call to give back and academic achievement are trends for the Wright family.

Twenty years before Brynn was awarded the Lilly Endowment Community Scholarship, her cousin Laura (Wright) Kelly, a 2003 Cowan Jr./Sr. High School graduate, received the same scholarship. Laura, the second of 21 grandchildren, and Brynn, the second to last, have a special bond and even share the same birthday.

As part of the Lilly Endowment Community Scholarship Program, recipients build a relationship with The Community Foundation

Their service is seen across the community.

“We just want to give back to the community that has given us so much.”

that lasts during their time as undergraduate students and ten years after. Brynn is just beginning this relationship, and Laura remained in touch with the Foundation annually through 2017.

“I’m really thankful for The Community Foundation and so excited for Brynn,” said Laura. “It’s hard to see at that point in your life how big a deal it is to receive a scholarship like that.”

Like her younger cousins, Laura was recognized with a scholarship for academics, leadership, and service. And like her cousins, giving back is part of who she is and something she continues as a tradition in her own family.

Laura works as a first-grade teacher in a rural Illinois community similar to her hometown of Cowan. She and her husband serve their community through their church and other volunteer opportunities. They also look for ways to include their three young children in their service.

“I think we’ve been very blessed in our lives and just want to share those blessings with those who need it,” said Aleah. “We just want to give back to the community that has given us so much.”

Brynn will attend Purdue University with plans to study physical therapy or nutrition. Aleah is wrapping up her second year at Purdue and is studying agribusiness. Brynn plans to and Aleah has already started giving back at their college community, too.

When asked about the impact of her scholarship, Aleah responded, “This scholarship has allowed me to be able to devote more of my time to campus and community activities that Purdue has to offer without having to battle all of the financial burdens of college.”

It is clear to see, the Wright family cares for their community. Their authentic way of giving back can serve as a model of philanthropy across generations.

Partnerships with neighbors like the Wrights help The Community Foundation grow today, tomorrow, and always.

Today, many of Vince’s siblings and the Wright cousins still live and work in the Cowan area.

13

Planned Gift Extends a Life’s Investment Greg Huffman’s Legacy Gift Continues his Support of Muncie Civic Theatre Forever “The arts are a really important part of a community and can make a big impact in individual lives,” said Maura Hoff, Board Chair of Muncie Civic Theatre. “As we grow, we can offer more for the entire community.”

The Muncie Civic Theatre has seen growth over the last several years. They successfully completed a capital campaign to renovate their home in the Boyce Block. They persisted through a global pandemic. Most recently, they received a gift to the Muncie Civic Theatre Fund at The Community Foundation, increasing the balance 20-fold.

Dedicated leaders, a strong staff, committed volunteers, and devoted supporters will help this growth continue.

Gregory Huffman, a Muncie Civic Theatre board member since the 1980s, was a key player in Civic’s growth.

“Our board has always been a working board, and Greg was a champion of that,” said Laura Williamson, executive director of Muncie Civic Theatre. “I never felt like calling him and asking for his advice was bothering him. It felt like he was happy to be included.”

Greg had a plan to provide continued support for Civic’s growth. He joined The Community Foundation’s Legacy Society by notifying

14

the Foundation of his plan to include the Muncie Civic Theatre Fund at The Community Foundation in his estate plan. The Foundation was listed as a beneficiary on an IRA account belonging to Greg – a simple but effective way to benefit a favorite charity with a planned gift.

Donors who join the Legacy Society build a relationship with the Foundation during their lifetime and can be assured that their contribution will be used as planned once it is realized. When Greg passed away in early 2022, The Community Foundation and Muncie Civic Theatre were notified of a gift that would come from his estate to the Foundation to benefit the Muncie Civic Theatre Fund.

The planned gift was unexpected to Civic’s board and staff. Still, Laura explained, “Knowing what the Theatre meant to Greg, knowing that his friends were there, and all he had put into it over the years, it wasn’t surprising he would continue his legacy where he put such a large investment of time and energy.”

The Muncie Civic Theatre Fund is a designated endowment fund held for the benefit of Civic at The Community Foundation.

The Muncie Civic Theatre Board of Directors held a special fundraising campaign to start the fund in 1992. Greg was part of the board when the fund was established and had a chance to see its impact over the years.

“It’s always nice to know there is a steady stream of income, and I applaud the board for being forward-thinking when they started the fund,” said Maura. “It has allowed for different opportunities, especially with the addition of Greg’s gift.”

“We are so grateful to the board who started the Muncie Civic Theatre Fund and to the donors that have contributed.”

Designated funds provide benefiting organizations annual, sustainable income distributions. The income distributions are grants from the Foundation that are noncompetitive and generally unrestricted to the recipient organization to help them meet their greatest need. Because the fund is endowed, income will be available in perpetuity.

“We are so grateful to the board who started the Muncie Civic Theatre Fund and to the donors that have contributed,” said Laura.

“Every organization sees seasons, and the fund gives us time to balance those seasons.”

Greg’s contributions to Muncie Civic Theatre extended far beyond his financial support.

In 2021, Greg was awarded the David Sursa Leadership Award from The Community Foundation in recognition of his service to Muncie Civic Theatre. Laura Williamson wrote in his nomination, “He is a mild-mannered, consistent, unassuming leader, never looking for accolades and generally being a little embarrassed by them. He is passionately committed to the Theatre and the first

to do whatever needs to be done. He is consistent and reliable. Those aren’t flashy words but specific to the Theatre’s financial sustainability, he has guided us to a place where we are profitable and making regular steps to a sustainable future.”

His choice to make a planned gift to Civic’s endowment fund truly reflects his leadership and commitment to the long-term economic sustainability of an organization that meant so much to him.

While Greg invested much time, talent, and treasure for the benefit of Muncie Civic Theatre, he was known for giving back to the community and for his dedicated service to the Muncie community more broadly. In addition to his service to Civic, over the years, he served as President of the Muncie Salvation Army Board, Vice President for Development at the United Way, President of Community Enhancement Projects, instructor for Indiana University School of Continuing Education, and as a Church Council member of High Street United Methodist Church. His service left an impact on the community and individuals alike.

“Greg had a sense that the theater was a safe space for some people,” explained Laura. “And one of the things that I really love about Greg’s legacy is that he recognized how important it is for there to be a place for all people always.”

Undoubtedly, Muncie Civic Theatre was a special place to Greg Huffman. His legacy gift to The Community Foundation will impact Civic and the community who love the theatre today, tomorrow, and always.

15

Planned Gift Extends a Life’s Investment Greg Huffman’s Legacy Gift Continues his Support of Muncie Civic Theatre Forever “The arts are a really important part of a community and can make a big impact in individual lives,” said Maura Hoff, Board Chair of Muncie Civic Theatre. “As we grow, we can offer more for the entire community.”

The Muncie Civic Theatre has seen growth over the last several years. They successfully completed a capital campaign to renovate their home in the Boyce Block. They persisted through a global pandemic. Most recently, they received a gift to the Muncie Civic Theatre Fund at The Community Foundation, increasing the balance 20-fold.

Dedicated leaders, a strong staff, committed volunteers, and devoted supporters will help this growth continue.

Gregory Huffman, a Muncie Civic Theatre board member since the 1980s, was a key player in Civic’s growth.

“Our board has always been a working board, and Greg was a champion of that,” said Laura Williamson, executive director of Muncie Civic Theatre. “I never felt like calling him and asking for his advice was bothering him. It felt like he was happy to be included.”

Greg had a plan to provide continued support for Civic’s growth. He joined The Community Foundation’s Legacy Society by notifying

14

the Foundation of his plan to include the Muncie Civic Theatre Fund at The Community Foundation in his estate plan. The Foundation was listed as a beneficiary on an IRA account belonging to Greg – a simple but effective way to benefit a favorite charity with a planned gift.

Donors who join the Legacy Society build a relationship with the Foundation during their lifetime and can be assured that their contribution will be used as planned once it is realized. When Greg passed away in early 2022, The Community Foundation and Muncie Civic Theatre were notified of a gift that would come from his estate to the Foundation to benefit the Muncie Civic Theatre Fund.

The planned gift was unexpected to Civic’s board and staff. Still, Laura explained, “Knowing what the Theatre meant to Greg, knowing that his friends were there, and all he had put into it over the years, it wasn’t surprising he would continue his legacy where he put such a large investment of time and energy.”

The Muncie Civic Theatre Fund is a designated endowment fund held for the benefit of Civic at The Community Foundation.

The Muncie Civic Theatre Board of Directors held a special fundraising campaign to start the fund in 1992. Greg was part of the board when the fund was established and had a chance to see its impact over the years.

“It’s always nice to know there is a steady stream of income, and I applaud the board for being forward-thinking when they started the fund,” said Maura. “It has allowed for different opportunities, especially with the addition of Greg’s gift.”

“We are so grateful to the board who started the Muncie Civic Theatre Fund and to the donors that have contributed.”

Designated funds provide benefiting organizations annual, sustainable income distributions. The income distributions are grants from the Foundation that are noncompetitive and generally unrestricted to the recipient organization to help them meet their greatest need. Because the fund is endowed, income will be available in perpetuity.

“We are so grateful to the board who started the Muncie Civic Theatre Fund and to the donors that have contributed,” said Laura.

“Every organization sees seasons, and the fund gives us time to balance those seasons.”

Greg’s contributions to Muncie Civic Theatre extended far beyond his financial support.

In 2021, Greg was awarded the David Sursa Leadership Award from The Community Foundation in recognition of his service to Muncie Civic Theatre. Laura Williamson wrote in his nomination, “He is a mild-mannered, consistent, unassuming leader, never looking for accolades and generally being a little embarrassed by them. He is passionately committed to the Theatre and the first

to do whatever needs to be done. He is consistent and reliable. Those aren’t flashy words but specific to the Theatre’s financial sustainability, he has guided us to a place where we are profitable and making regular steps to a sustainable future.”

His choice to make a planned gift to Civic’s endowment fund truly reflects his leadership and commitment to the long-term economic sustainability of an organization that meant so much to him.

While Greg invested much time, talent, and treasure for the benefit of Muncie Civic Theatre, he was known for giving back to the community and for his dedicated service to the Muncie community more broadly. In addition to his service to Civic, over the years, he served as President of the Muncie Salvation Army Board, Vice President for Development at the United Way, President of Community Enhancement Projects, instructor for Indiana University School of Continuing Education, and as a Church Council member of High Street United Methodist Church. His service left an impact on the community and individuals alike.

“Greg had a sense that the theater was a safe space for some people,” explained Laura. “And one of the things that I really love about Greg’s legacy is that he recognized how important it is for there to be a place for all people always.”

Undoubtedly, Muncie Civic Theatre was a special place to Greg Huffman. His legacy gift to The Community Foundation will impact Civic and the community who love the theatre today, tomorrow, and always.

15

Community Grants: A Welcoming Process Nonprofit organizations now have one wide-open door to apply for grants from The Community Foundation. In late 2022, we announced Community Grants, a reenvisioning of the Foundation’s grantmaking designed to give nonprofits the gift of time.

Organizations are invited to come to the Foundation with a complete picture of funding needs. Staff match the requests to committees for review instead of requiring multiple applications.

Organizations only prepare one application and one budget, file one report, and share the story of a whole program instead of a piece of the puzzle, saving them time and resources and enabling stronger relationships. This is helpful for organizations of all sizes but can provide extra benefit for organizations operating with a lean staff or a staff of volunteers.

In addition to the changes to the application process, the Community Grants program introduced a more flexible grantmaking culture into our process, expanding on efforts already underway to award more of what nonprofits wish to see, operating funding, and more flexibility in when and how to apply and report on progress. We wanted our grantmaking to be more effective and afford opportunities for lived engagement. We wanted to better 16

support nonprofit organizations beyond the check and give them space to do more and do it better. We evaluated best practices, talked to nonprofit partners and donors, and explored internal challenges and opportunities around our grantmaking to take giant leaps forward toward a truly grantee-centric experience.

The conversation wasn’t new, and progress was intentional and strategic over years of time. Following an analysis of The Foundation’s historical grantmaking in 2015, Board and Grants Committee members had much to say about the direction of grantmaking.

“The ultimate question is how do you make responsible and effective grants? We strive to be good stewards of the funds entrusted to us to make a difference. This may be traditional granting and offering pro-active grants, where the Foundation sets out specific goals and opportunities.” said Mike Lunsford during that 2015 review. Mike served on the Foundation’s Grants Committee from 1999 through 2015 and on the Board of Directors for six years until 2015.

Under the guidance of the Board and in response to the analysis, the 2016-2021 strategic plan guided intentional efforts to revise and update the former competitive grants program to be more fair and equitable for nonprofit applicants in small steps, especially those applying for operations funding.

“The ultimate question is how do you make responsible and effective grants? We strive to be good stewards of the funds entrusted to us to make a difference.”

“We have to decide if we are granting to just be repetitive or for operating that is impactful. We need to look more at merit than history,” said Linda Gregory in that same 2015 review. Linda also served on the Foundation’s Grants Committee (2013-2022) and the Board of Directors (2015-2020).

Efforts for a more fair and equitable grantmaking process included relationship building between Foundation staff and nonprofit organizations. It also led to the introduction of a letter of intent to apply, resulting in earlier due diligence and the ability to link applicants to complementary programs of the Foundation, including a sponsorship program and a donor advisor engagement program. Committee education and efforts to develop a more diverse committee also emerged. Education focused

on the importance of operating funding and how nonprofits look when they are highperforming versus those in starvation cycles.

During this same time, a national movement toward trust-based philanthropic practices emerged. Trust-based philanthropy practices are rooted in the belief that nonprofit organizations know how to meet their missions best. As funding organizations, we can best meet the community’s needs by creating relationships, listening and learning, and partnering with nonprofit organizations that do good work with a non-prescriptive lens.

Considering flexible operating support for trusted nonprofit partners allows for a more significant impact with flexibility and trust at the forefront. Considering the building blocks already laid and the information learned, the Foundation determined the need for an official grantmaking philosophy – a mission, vision, and values statement that would drive our grantmaking throughout the next strategic plan.

Working closely with the Board of Directors, the Grants Committee, professional consultants, and other key informants, the Foundation developed a Picture, Purpose, and Practice Statement to clearly express the vision and goals for grantmaking. We picture resilient nonprofits creating lasting positive change in our community, and we support and partner with nonprofits contributing to what our community needs.

The Board reviewed and approved this Continued on next page

17

Community Grants: A Welcoming Process Nonprofit organizations now have one wide-open door to apply for grants from The Community Foundation. In late 2022, we announced Community Grants, a reenvisioning of the Foundation’s grantmaking designed to give nonprofits the gift of time.

Organizations are invited to come to the Foundation with a complete picture of funding needs. Staff match the requests to committees for review instead of requiring multiple applications.

Organizations only prepare one application and one budget, file one report, and share the story of a whole program instead of a piece of the puzzle, saving them time and resources and enabling stronger relationships. This is helpful for organizations of all sizes but can provide extra benefit for organizations operating with a lean staff or a staff of volunteers.

In addition to the changes to the application process, the Community Grants program introduced a more flexible grantmaking culture into our process, expanding on efforts already underway to award more of what nonprofits wish to see, operating funding, and more flexibility in when and how to apply and report on progress. We wanted our grantmaking to be more effective and afford opportunities for lived engagement. We wanted to better 16

support nonprofit organizations beyond the check and give them space to do more and do it better. We evaluated best practices, talked to nonprofit partners and donors, and explored internal challenges and opportunities around our grantmaking to take giant leaps forward toward a truly grantee-centric experience.

The conversation wasn’t new, and progress was intentional and strategic over years of time. Following an analysis of The Foundation’s historical grantmaking in 2015, Board and Grants Committee members had much to say about the direction of grantmaking.

“The ultimate question is how do you make responsible and effective grants? We strive to be good stewards of the funds entrusted to us to make a difference. This may be traditional granting and offering pro-active grants, where the Foundation sets out specific goals and opportunities.” said Mike Lunsford during that 2015 review. Mike served on the Foundation’s Grants Committee from 1999 through 2015 and on the Board of Directors for six years until 2015.

Under the guidance of the Board and in response to the analysis, the 2016-2021 strategic plan guided intentional efforts to revise and update the former competitive grants program to be more fair and equitable for nonprofit applicants in small steps, especially those applying for operations funding.

“The ultimate question is how do you make responsible and effective grants? We strive to be good stewards of the funds entrusted to us to make a difference.”

“We have to decide if we are granting to just be repetitive or for operating that is impactful. We need to look more at merit than history,” said Linda Gregory in that same 2015 review. Linda also served on the Foundation’s Grants Committee (2013-2022) and the Board of Directors (2015-2020).

Efforts for a more fair and equitable grantmaking process included relationship building between Foundation staff and nonprofit organizations. It also led to the introduction of a letter of intent to apply, resulting in earlier due diligence and the ability to link applicants to complementary programs of the Foundation, including a sponsorship program and a donor advisor engagement program. Committee education and efforts to develop a more diverse committee also emerged. Education focused

on the importance of operating funding and how nonprofits look when they are highperforming versus those in starvation cycles.

During this same time, a national movement toward trust-based philanthropic practices emerged. Trust-based philanthropy practices are rooted in the belief that nonprofit organizations know how to meet their missions best. As funding organizations, we can best meet the community’s needs by creating relationships, listening and learning, and partnering with nonprofit organizations that do good work with a non-prescriptive lens.

Considering flexible operating support for trusted nonprofit partners allows for a more significant impact with flexibility and trust at the forefront. Considering the building blocks already laid and the information learned, the Foundation determined the need for an official grantmaking philosophy – a mission, vision, and values statement that would drive our grantmaking throughout the next strategic plan.

Working closely with the Board of Directors, the Grants Committee, professional consultants, and other key informants, the Foundation developed a Picture, Purpose, and Practice Statement to clearly express the vision and goals for grantmaking. We picture resilient nonprofits creating lasting positive change in our community, and we support and partner with nonprofits contributing to what our community needs.

The Board reviewed and approved this Continued on next page

17

Continued from previous page

statement, guiding how staff operationalized the new grantmaking model.

Subsequently, a new Board-approved strategic plan, launched in 2022, challenged The Community Foundation staff to improve our grantmaking in response to the Picture, Purpose, and Practice Statement and enhance the philosophy to show support to nonprofits beyond traditional grantmaking.

To meet the Board-approved grantmaking Picture, Purpose, and Practice Statement, The Community Foundation staff and consultants designed a process model and the needed key instruments of change. These were the initial giant leaps necessary to move to a more relationship and flexibility-based grantmaking process, to embrace a flexible culture across all grant programs that puts supporting nonprofits and building relationships. The new model was introduced to partners, including Board and committee members as well as grantees, throughout 2022 for feedback, recommendations, challenges, and opportunities. The official new grantmaking model and key instruments of change launched in the first quarter of 2023 with a promise for continued improvement throughout the 2022-2026 strategic plan.

“Nonprofit organizations have a lot to give in this community,” said John Anderson, who has served on the Foundation’s Grants Committee since 2020 and joined the Board of Directors in 2022. “It’s important that the Foundation build relationships on mutual learning and engagement. This will increase efficiencies in our grantmaking process for everyone involved. We can embrace the opportunity to do more for Delaware County.”

Our Grantmaking PICTURE

PURPOSE

We picture resilient nonprofits creating lasting positive change in our community.

We support and partner with nonprofits

PRACTICE

We share power.

We recognize that nonprofits are missionfocused, have expertise in the area they serve, and maintain valuable community knowledge.

We believe this provides opportunity for mutual learning, creates curiosity, and encourages collaboration. To share power, we show humility, operate with transparency, and exercise flexibility. We give nonprofit organizations the autonomy to express their needs with communication throughout the funding process.

We build meaningful relationships.

We work side-by-side with nonprofit professionals to create and foster strong and honest relationships built on mutual respect. We believe this lays the groundwork for a trustworthy partnership and expands the opportunities for working together toward common goals. To build meaningful relationships, we practice active listening, ongoing engagement, honest assessment, responsive discussion, and provide connections to networks in our community.

We show support.

We meet organizations where they are and provide a helping hand. We understand restrictions often deter nonprofit professionals from focusing on important mission-based 18

contributing to what our community needs.

work. We believe through dialogue, diligence, and key connections we can reduce red tape and show encouragement to organizations.

We do this by simplifying paperwork, doing our homework, making referrals, considering funding options, and above all, showing empathy every step of the way.

We care about community results.

We encourage contribution to community goals to honor the ideas of residents and empower shared results. We believe systemic impact can be achieved when communities work collectively. To strive for desired results, we engage in community planning and promote participation, help our partners make connections to established plans, inspire data sharing, and nurture what works for positive change.

We commit to continued improvement.

We acknowledge changes happen in the community and understand that our work must be responsive to those changes. We believe there is always room to do more and do it better. To respond and improve, we study best practices, solicit and act on feedback, and take steps, large and small, to remove barriers and provide opportunity for nonprofits in our community.

19

Continued from previous page

statement, guiding how staff operationalized the new grantmaking model.

Subsequently, a new Board-approved strategic plan, launched in 2022, challenged The Community Foundation staff to improve our grantmaking in response to the Picture, Purpose, and Practice Statement and enhance the philosophy to show support to nonprofits beyond traditional grantmaking.

To meet the Board-approved grantmaking Picture, Purpose, and Practice Statement, The Community Foundation staff and consultants designed a process model and the needed key instruments of change. These were the initial giant leaps necessary to move to a more relationship and flexibility-based grantmaking process, to embrace a flexible culture across all grant programs that puts supporting nonprofits and building relationships. The new model was introduced to partners, including Board and committee members as well as grantees, throughout 2022 for feedback, recommendations, challenges, and opportunities. The official new grantmaking model and key instruments of change launched in the first quarter of 2023 with a promise for continued improvement throughout the 2022-2026 strategic plan.

“Nonprofit organizations have a lot to give in this community,” said John Anderson, who has served on the Foundation’s Grants Committee since 2020 and joined the Board of Directors in 2022. “It’s important that the Foundation build relationships on mutual learning and engagement. This will increase efficiencies in our grantmaking process for everyone involved. We can embrace the opportunity to do more for Delaware County.”

Our Grantmaking PICTURE

PURPOSE

We picture resilient nonprofits creating lasting positive change in our community.

We support and partner with nonprofits

PRACTICE

We share power.

We recognize that nonprofits are missionfocused, have expertise in the area they serve, and maintain valuable community knowledge.

We believe this provides opportunity for mutual learning, creates curiosity, and encourages collaboration. To share power, we show humility, operate with transparency, and exercise flexibility. We give nonprofit organizations the autonomy to express their needs with communication throughout the funding process.

We build meaningful relationships.

We work side-by-side with nonprofit professionals to create and foster strong and honest relationships built on mutual respect. We believe this lays the groundwork for a trustworthy partnership and expands the opportunities for working together toward common goals. To build meaningful relationships, we practice active listening, ongoing engagement, honest assessment, responsive discussion, and provide connections to networks in our community.

We show support.

We meet organizations where they are and provide a helping hand. We understand restrictions often deter nonprofit professionals from focusing on important mission-based 18

contributing to what our community needs.

work. We believe through dialogue, diligence, and key connections we can reduce red tape and show encouragement to organizations.

We do this by simplifying paperwork, doing our homework, making referrals, considering funding options, and above all, showing empathy every step of the way.

We care about community results.

We encourage contribution to community goals to honor the ideas of residents and empower shared results. We believe systemic impact can be achieved when communities work collectively. To strive for desired results, we engage in community planning and promote participation, help our partners make connections to established plans, inspire data sharing, and nurture what works for positive change.

We commit to continued improvement.

We acknowledge changes happen in the community and understand that our work must be responsive to those changes. We believe there is always room to do more and do it better. To respond and improve, we study best practices, solicit and act on feedback, and take steps, large and small, to remove barriers and provide opportunity for nonprofits in our community.

19

2022 Donors Sophia Maxon Ackerly Robert and Jana Adams Michelle Adams Margaret Adams and Family Jay and Susan Allardt American Electric Power Hazel Amos Mr. & Mrs. Julius Anderson Stefan and Joan Anderson David and Toni Annis Edward Armantrout and Bonita Ramirez Stephen and Mary Avila Gail Bader Joan and Dave Bahlmann Ted and Gail Baker Ball Brothers Foundation Rudy and Candace Ballard Jon & Nancy Moll Michael and Patricia Barlow Sherry L Barlow WaTasha Barnes Griffin J. Neal Barnum Dale Basham Steve and Amy Bassett Chase Batt Daniel and Carolyn Beard Mary Ann Beard R. Donald Bell David and Mary Benbow Judy Benken Daniel and Janet Benson Kevin and Teresa Bergan Katharyn Betts Joni Lynn Beymer Vicki Bicket Derron and Charity Bishop Kristen Bitzegaio Dennis and Tanya Blair Mike Blake Megan L. Blake Weinman Jane Botts Forrest L. and Mary E. Bowers The Bowles Family Scot and Jo Boyce Bryan and Delaina Boyd Boys & Girls Club of Muncie William Bracken Brian and Amy Riggins Ken and Peggy Briner Cathy and Mark Brinker Rob and Mary Broadhead Sally Brodhead Joel Brumley Patricia Brunette Nita Bruns

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Schuyler & Mary Louise Buck Jack Buckles Cheri Buker Polly and Ron Burch Ed and Kathy Burgauer Philip Lee Burk Jon and Karen Burkhardt Debbie Burton Kathleen Burton Robert and Lydia Burton Michael and Abby Butler Chris and Bettie Caldwell Alyssa and DJ Campbell Care Animal Hospital Ann Carney Carrington Place RL Canning Center School Alumni Association Christian Student Foundation City of Muncie Patricia Clark Pat and Marilyn Cleary Mike and Susie Cloyd Brent & Lesa Collins Abigail Comber Carolyn Cooley Eric and Amy Cornett Cowan Community School Corporation Mr. and Mrs. Gordon D. Cox Sharon Cox and Family Larry and Connie Crabtree John M. Craddock James and Janice Craig Laura Crampton Allie and Juanita Craycraft Marlin and Mary Ann Creasy Aubrey Crist Linn and Susan Crull Ted Cunliffe Loyal Cutforth Daleville Athletic Boosters Dick and Jenifer Daniel Daughters of the American Revolution David and Mary Jane Sursa Trust David P Gilliam & Associates Wil and Cindy Davis Mary Rose Dawson Michael S Deane Tim and Tonia Deane Jim and Cheryl Decker Jason and Melissa Delk Jack and Patty Demaree Connie Denney Meier Lesley Devine

Michele DeWitt Dianne B. Shafer Estate Mark and Barbara Difabio Cherilynn Dollison Cornelius and Mary Dollison Deborah Donovan Keith and Edith Doudt Trent and Karen Dowling Larry and Gloria Durham EBS Consulting Inc. Rick Edmundson Bill and Barb Eidson Carol and Tony Elliot Sue Errington Mark and Molly Ervin Estep Burkey Simmons, LLC Lance and Mary Jo Estep Chris and Melanie Fancher Ed and Ermalene Faulkner Ron and Cheryl Fauquher Olivia Fellows Jeff and Susan Felton Kimberly Howe Ferguson Jim and Ellen Finan First Brethren Church of Oakville James and Elizabeth Fisher Jud and Carey Fisher FlatLand Resources LLC Mark and Molly Flodder Larry and Donna Fouch Joe Fouse Frank Brinkman Barbara Frazee Floyd Freer Barbara Frost Kenneth and Barbara Frost

Jennifer Gallatin Dave and Nancy Galliher Thomas and Carol Gardiner Marianne Garrard Keith and Deborah Gary George & Frances Ball Foundation George Insurance Group Barbara Gillian Joe and Niki Gillis Marlene A. Girton Margaret Goen James Gooden Rita Grandcolas Wayne and Linda Gray Keith Greenwalt and Marla Templeton Terrie L. Greenwalt Connie Gregory Della Gregory Linda Gregory Suzanne Gresham Michael and Carolyn Grieves Cheryl Haas Bob and Carolyn Hadsell Hamer D. and Phyllis C. Shafer Foundation Christina Hansen-Pulaski Linda K. Hanson Mark and Cathy Hardwick Bill Harris Gayle and Jeanine Harrold Jeannine and Gayle Harrold Melissa Hathaway Heart of Indiana United Way, Inc. Vikki H. Jeffrey and Kelly Heavilon Tom and Debbie Heck Dave and Deb Heeter

Jon and Janis Hendrix Henry County Community Foundation, Inc. Madelyn Heskett Charles and Charlotte Hetrick Bob and Sonda Hill Carol Hirsch Roger Hollands Janet Smith Holmes Home Savers of Delaware County Joy Honn Mark Hood Lindsey Horan Dan and Mary House Aileen Howard Gregory Huffman William and Roseanne Hughes Virginia Hunter Shala Hurd Independent Colleges of Indiana Indiana Michigan Power Mitch Isaacs IU Ball UR Jane B. Robertson Revocable Trust Jennifer Janney Jennifer Jas David and Mary Jensen Diana Johnson Mia Johnson Jennifer H. Johnson David and Jill Johnson Julianna Jarabak Johnson Roni Johnson Roy and Sarah Johnson Kim Jones & Michael McCall Junto of Muncie KAKATU Foundation

Rosmarie Kalker Estate Stanley Keil Connie Kemper Betty Kendall Martha Kendrick Pat Kennedy Elsie J. Kerr Jeffrey and Ruth Kiger Martha Kinder Jack King Jim and Shirley King The Michael King Family Thomas and Nancee Kinghorn Kirby Avenue Church of God Magi Kirkpatrick Sikora and Jeffrey Sikora Tom and Anita Kishel Kathy Kleponis Conny Knight Kirby and Kristi Koriath Carol Kosisko John Koumoulides Steven Krug Margaret Ellen Lacey Estate David Land Jeffrey and Beth Lang Shirley Lanum Janice L. Largent Doris Lawhead Jim and Martha Laws Susan Leffler Cheryl Lindus Connie J. Loveless Elaine Lueck Mary Bess Lunsford Gabe and Kerri Manis

Continued on next page

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2022 Donors Sophia Maxon Ackerly Robert and Jana Adams Michelle Adams Margaret Adams and Family Jay and Susan Allardt American Electric Power Hazel Amos Mr. & Mrs. Julius Anderson Stefan and Joan Anderson David and Toni Annis Edward Armantrout and Bonita Ramirez Stephen and Mary Avila Gail Bader Joan and Dave Bahlmann Ted and Gail Baker Ball Brothers Foundation Rudy and Candace Ballard Jon & Nancy Moll Michael and Patricia Barlow Sherry L Barlow WaTasha Barnes Griffin J. Neal Barnum Dale Basham Steve and Amy Bassett Chase Batt Daniel and Carolyn Beard Mary Ann Beard R. Donald Bell David and Mary Benbow Judy Benken Daniel and Janet Benson Kevin and Teresa Bergan Katharyn Betts Joni Lynn Beymer Vicki Bicket Derron and Charity Bishop Kristen Bitzegaio Dennis and Tanya Blair Mike Blake Megan L. Blake Weinman Jane Botts Forrest L. and Mary E. Bowers The Bowles Family Scot and Jo Boyce Bryan and Delaina Boyd Boys & Girls Club of Muncie William Bracken Brian and Amy Riggins Ken and Peggy Briner Cathy and Mark Brinker Rob and Mary Broadhead Sally Brodhead Joel Brumley Patricia Brunette Nita Bruns

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Schuyler & Mary Louise Buck Jack Buckles Cheri Buker Polly and Ron Burch Ed and Kathy Burgauer Philip Lee Burk Jon and Karen Burkhardt Debbie Burton Kathleen Burton Robert and Lydia Burton Michael and Abby Butler Chris and Bettie Caldwell Alyssa and DJ Campbell Care Animal Hospital Ann Carney Carrington Place RL Canning Center School Alumni Association Christian Student Foundation City of Muncie Patricia Clark Pat and Marilyn Cleary Mike and Susie Cloyd Brent & Lesa Collins Abigail Comber Carolyn Cooley Eric and Amy Cornett Cowan Community School Corporation Mr. and Mrs. Gordon D. Cox Sharon Cox and Family Larry and Connie Crabtree John M. Craddock James and Janice Craig Laura Crampton Allie and Juanita Craycraft Marlin and Mary Ann Creasy Aubrey Crist Linn and Susan Crull Ted Cunliffe Loyal Cutforth Daleville Athletic Boosters Dick and Jenifer Daniel Daughters of the American Revolution David and Mary Jane Sursa Trust David P Gilliam & Associates Wil and Cindy Davis Mary Rose Dawson Michael S Deane Tim and Tonia Deane Jim and Cheryl Decker Jason and Melissa Delk Jack and Patty Demaree Connie Denney Meier Lesley Devine

Michele DeWitt Dianne B. Shafer Estate Mark and Barbara Difabio Cherilynn Dollison Cornelius and Mary Dollison Deborah Donovan Keith and Edith Doudt Trent and Karen Dowling Larry and Gloria Durham EBS Consulting Inc. Rick Edmundson Bill and Barb Eidson Carol and Tony Elliot Sue Errington Mark and Molly Ervin Estep Burkey Simmons, LLC Lance and Mary Jo Estep Chris and Melanie Fancher Ed and Ermalene Faulkner Ron and Cheryl Fauquher Olivia Fellows Jeff and Susan Felton Kimberly Howe Ferguson Jim and Ellen Finan First Brethren Church of Oakville James and Elizabeth Fisher Jud and Carey Fisher FlatLand Resources LLC Mark and Molly Flodder Larry and Donna Fouch Joe Fouse Frank Brinkman Barbara Frazee Floyd Freer Barbara Frost Kenneth and Barbara Frost

Jennifer Gallatin Dave and Nancy Galliher Thomas and Carol Gardiner Marianne Garrard Keith and Deborah Gary George & Frances Ball Foundation George Insurance Group Barbara Gillian Joe and Niki Gillis Marlene A. Girton Margaret Goen James Gooden Rita Grandcolas Wayne and Linda Gray Keith Greenwalt and Marla Templeton Terrie L. Greenwalt Connie Gregory Della Gregory Linda Gregory Suzanne Gresham Michael and Carolyn Grieves Cheryl Haas Bob and Carolyn Hadsell Hamer D. and Phyllis C. Shafer Foundation Christina Hansen-Pulaski Linda K. Hanson Mark and Cathy Hardwick Bill Harris Gayle and Jeanine Harrold Jeannine and Gayle Harrold Melissa Hathaway Heart of Indiana United Way, Inc. Vikki H. Jeffrey and Kelly Heavilon Tom and Debbie Heck Dave and Deb Heeter

Jon and Janis Hendrix Henry County Community Foundation, Inc. Madelyn Heskett Charles and Charlotte Hetrick Bob and Sonda Hill Carol Hirsch Roger Hollands Janet Smith Holmes Home Savers of Delaware County Joy Honn Mark Hood Lindsey Horan Dan and Mary House Aileen Howard Gregory Huffman William and Roseanne Hughes Virginia Hunter Shala Hurd Independent Colleges of Indiana Indiana Michigan Power Mitch Isaacs IU Ball UR Jane B. Robertson Revocable Trust Jennifer Janney Jennifer Jas David and Mary Jensen Diana Johnson Mia Johnson Jennifer H. Johnson David and Jill Johnson Julianna Jarabak Johnson Roni Johnson Roy and Sarah Johnson Kim Jones & Michael McCall Junto of Muncie KAKATU Foundation

Rosmarie Kalker Estate Stanley Keil Connie Kemper Betty Kendall Martha Kendrick Pat Kennedy Elsie J. Kerr Jeffrey and Ruth Kiger Martha Kinder Jack King Jim and Shirley King The Michael King Family Thomas and Nancee Kinghorn Kirby Avenue Church of God Magi Kirkpatrick Sikora and Jeffrey Sikora Tom and Anita Kishel Kathy Kleponis Conny Knight Kirby and Kristi Koriath Carol Kosisko John Koumoulides Steven Krug Margaret Ellen Lacey Estate David Land Jeffrey and Beth Lang Shirley Lanum Janice L. Largent Doris Lawhead Jim and Martha Laws Susan Leffler Cheryl Lindus Connie J. Loveless Elaine Lueck Mary Bess Lunsford Gabe and Kerri Manis

Continued on next page

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2022 Donors Continued Meryl Mantione Maplewood Animal Hospital Amy Marsh Jenni & John Marsh Norma Martin Stephen Martin Masterworks Chorale Jay and Mary Ann Matchett Michael and Elizabeth McClinchie Sarah McCord Benjamin Allen McCormick Bill and Jan McCune Joann McKinney Howard McVicker Todd Merickel Rebecca Merkel Beth Messner Dr. Fred A. Meyer Jr. Hank and Terri Milius Nancy Millard Keith & Elaine Miller Kevin and Sherri Miller Karl, Carol and Mark Jason and Marcy Minton James E Mitchell Lisbeth Mitchell Missy Modesitt Monday Afternoon Club The Montabana Family Marta Moody Mary and Mark Mordue Wilfridah Mucherah Sarah Muhlenkamp Muncie Altrusa Foundation, Inc. Muncie Power Products Chamber of Commerce Todd and Janie Murray Murray’s Jewelers MutualBank Charitable Foundation, Inc. Rick and Eva Muzzy Myron and Carla Earhart NAACP Muncie Branch Steve Bassett Marilyn Nathan Nonprofit Support Network Northwest Bank John and Margo Oesterle Mary Ann Olinger Kathie Onieal Larry and Barbara Ottinger Don and Claire Park Paul and Stacia Partezana Wayne and Ruth Payne Dr. Neil Perrel John and Shirley Perry Sandra Peterson Luke and Dianne Philippsen Dan Phillips Tamara Phillips Karen Pickering Player’s Club Ladies Golf Association Donna Polcz

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Carolyn S Poole Pridemark Construction Inc. Project Leadership Judi Putt Janet Rash Mr. and Mrs. David J. Readle Sr. Steve and Amy Reed Ramey Fights Gabe and Susanne Reising Mark and Judy Reynolds Sarah Richards Dan Ridenour Sherry Riggin Robert & Imogene Taylor Memorial Trust Robert A. Terhune Charitable Lead Trust Robert Cooper Estate

R. Donn and Freida Roberts Harold Roberts Robin and Danny Newhouse Janet Roepke Judith Roepke Mary Rose and Jim Dawson David and Ann Marie Ross Rotary Club of Muncie Nanette Rushton Melanie Russell Marjorie Salisbury Rob & Anna Sammelson Drs. Charles E & Sarah A Sanders, Jr. Bev Bishop, John and Brenda Marty, Sandy and Joe Lobraico,

Deb and John Blair, Carla and Tim Helmke, Joe and Lana Bishop, Jody and Chris Martin, and families Samuel David Santa Rita III Gabe Santa Rita Patricia Schaefer Judy Schell Michael K Schmaltz Neil Schmottlach Andrew Seager Carol E Seals Bill Whitehead Family and Seldom Rest Farms Ghenno Senbetta Brandon and Sara Shade Hamilton Robin and Mary Shear Sherman and Marjorie Zeigler Foundation, Inc. Betty Louise Shick Mark Shreve Harry L. Shrieve Kelly and Joel Shrock Sigma Phi Epsilon, Indiana Gamma Chapter Sandra Sigo Scott and Tara Smalstig Nancy J. Smith Gregory and Sandra Smith Jeffery Smith Leslie Smith Steven and Barbara Smith Tom and Pam Smith Bob and Marilyn Smitson Cindy Sollars Larry and Jeanine Souders Genet Soule South Muncie Community Development Corporation Dr. William and Isabelle Sowers Ron and Alice Spangler Rich and Sheila Spisak Gordon and Suzy Stagge Clint and Beth Staggs Daniel & Lynne Stallings Casey and Jennifer Stanley Kelly and Donna Stanley Don and Ramona Stetson Daniel and Cathy Stewart James and Gail Stewart Katherine Stoss Stoutco Inc. Robert and Janet Stratton Tom and Sue Stults Kallie and Alex Sulanke Charlie and Claudia Sursa Joe and Jolena Sutherland Robert Terhune Allan and Carolyn Thomas Grace Elizabeth Thomas Kent and Janis Thomas Larry E and Jo Ann Thomas Dennis and Melinda Thompson The Don and Sharon Thompson

New Funds Albany Fund in Memory of the Frazee Family

Muncie Parks and Recreation Pass-Thru Fund

Boys & Girls Clubs of Muncie Educational Fund

Mutual Legacy Fund

Muncie Parks and Recreation Endowment Fund

Nonprofit Support Network Operating Fund Nonprofit Support Network Program Fund

Braden R. Reynolds Memorial Construction Management Scholarship Fund Anonymous Scholarship Fund Urban Light Community Development Endowment Fund

Charitable Fund Krista Hixson Titlow and Brian Titlow Helen L. Towne Rob and Julie Tyler James Updike & Munjot Sahu Urban Light Community Development Corporation Marilyn Vanhooser Alison and Kurtis Vanner Russ Vernon and Anita Martin Vincent and Joyce Cupit Jim and Karen Vincent Susan Volbrecht Leah Voors Skip and Marianne Vorhees Annemarie Voss Rex and Rhonda Waldo Steven and Marilyn Waldo Terry and Cheryl Walker Ted Wanthal Daniel Wantz Staff of Wapahani High School Carol Watkins Diane Watters Thomas Weidner and Lauren Bishop-Weidner Larry Wesley Amanda Wheeler Wheeling Condominium Association Don and Sue Whitaker Doug and Kathy White Carole Whitehead Jim Williams Rock and Judi Williams Brenda Williamson Michael Wilson Deb Winders Jim and Pam Wingate Suzanne Wingate Betty J Wingrove Dan & Christine Wolfert Mark and Mary Ann Wright Sue Wyne Tony Yakos YMCA of Muncie YHS XC and Track Booster Club

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2022 Donors Continued Meryl Mantione Maplewood Animal Hospital Amy Marsh Jenni & John Marsh Norma Martin Stephen Martin Masterworks Chorale Jay and Mary Ann Matchett Michael and Elizabeth McClinchie Sarah McCord Benjamin Allen McCormick Bill and Jan McCune Joann McKinney Howard McVicker Todd Merickel Rebecca Merkel Beth Messner Dr. Fred A. Meyer Jr. Hank and Terri Milius Nancy Millard Keith & Elaine Miller Kevin and Sherri Miller Karl, Carol and Mark Jason and Marcy Minton James E Mitchell Lisbeth Mitchell Missy Modesitt Monday Afternoon Club The Montabana Family Marta Moody Mary and Mark Mordue Wilfridah Mucherah Sarah Muhlenkamp Muncie Altrusa Foundation, Inc. Muncie Power Products Chamber of Commerce Todd and Janie Murray Murray’s Jewelers MutualBank Charitable Foundation, Inc. Rick and Eva Muzzy Myron and Carla Earhart NAACP Muncie Branch Steve Bassett Marilyn Nathan Nonprofit Support Network Northwest Bank John and Margo Oesterle Mary Ann Olinger Kathie Onieal Larry and Barbara Ottinger Don and Claire Park Paul and Stacia Partezana Wayne and Ruth Payne Dr. Neil Perrel John and Shirley Perry Sandra Peterson Luke and Dianne Philippsen Dan Phillips Tamara Phillips Karen Pickering Player’s Club Ladies Golf Association Donna Polcz

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Carolyn S Poole Pridemark Construction Inc. Project Leadership Judi Putt Janet Rash Mr. and Mrs. David J. Readle Sr. Steve and Amy Reed Ramey Fights Gabe and Susanne Reising Mark and Judy Reynolds Sarah Richards Dan Ridenour Sherry Riggin Robert & Imogene Taylor Memorial Trust Robert A. Terhune Charitable Lead Trust Robert Cooper Estate

R. Donn and Freida Roberts Harold Roberts Robin and Danny Newhouse Janet Roepke Judith Roepke Mary Rose and Jim Dawson David and Ann Marie Ross Rotary Club of Muncie Nanette Rushton Melanie Russell Marjorie Salisbury Rob & Anna Sammelson Drs. Charles E & Sarah A Sanders, Jr. Bev Bishop, John and Brenda Marty, Sandy and Joe Lobraico,

Deb and John Blair, Carla and Tim Helmke, Joe and Lana Bishop, Jody and Chris Martin, and families Samuel David Santa Rita III Gabe Santa Rita Patricia Schaefer Judy Schell Michael K Schmaltz Neil Schmottlach Andrew Seager Carol E Seals Bill Whitehead Family and Seldom Rest Farms Ghenno Senbetta Brandon and Sara Shade Hamilton Robin and Mary Shear Sherman and Marjorie Zeigler Foundation, Inc. Betty Louise Shick Mark Shreve Harry L. Shrieve Kelly and Joel Shrock Sigma Phi Epsilon, Indiana Gamma Chapter Sandra Sigo Scott and Tara Smalstig Nancy J. Smith Gregory and Sandra Smith Jeffery Smith Leslie Smith Steven and Barbara Smith Tom and Pam Smith Bob and Marilyn Smitson Cindy Sollars Larry and Jeanine Souders Genet Soule South Muncie Community Development Corporation Dr. William and Isabelle Sowers Ron and Alice Spangler Rich and Sheila Spisak Gordon and Suzy Stagge Clint and Beth Staggs Daniel & Lynne Stallings Casey and Jennifer Stanley Kelly and Donna Stanley Don and Ramona Stetson Daniel and Cathy Stewart James and Gail Stewart Katherine Stoss Stoutco Inc. Robert and Janet Stratton Tom and Sue Stults Kallie and Alex Sulanke Charlie and Claudia Sursa Joe and Jolena Sutherland Robert Terhune Allan and Carolyn Thomas Grace Elizabeth Thomas Kent and Janis Thomas Larry E and Jo Ann Thomas Dennis and Melinda Thompson The Don and Sharon Thompson

New Funds Albany Fund in Memory of the Frazee Family

Muncie Parks and Recreation Pass-Thru Fund

Boys & Girls Clubs of Muncie Educational Fund

Mutual Legacy Fund

Muncie Parks and Recreation Endowment Fund

Nonprofit Support Network Operating Fund Nonprofit Support Network Program Fund

Braden R. Reynolds Memorial Construction Management Scholarship Fund Anonymous Scholarship Fund Urban Light Community Development Endowment Fund

Charitable Fund Krista Hixson Titlow and Brian Titlow Helen L. Towne Rob and Julie Tyler James Updike & Munjot Sahu Urban Light Community Development Corporation Marilyn Vanhooser Alison and Kurtis Vanner Russ Vernon and Anita Martin Vincent and Joyce Cupit Jim and Karen Vincent Susan Volbrecht Leah Voors Skip and Marianne Vorhees Annemarie Voss Rex and Rhonda Waldo Steven and Marilyn Waldo Terry and Cheryl Walker Ted Wanthal Daniel Wantz Staff of Wapahani High School Carol Watkins Diane Watters Thomas Weidner and Lauren Bishop-Weidner Larry Wesley Amanda Wheeler Wheeling Condominium Association Don and Sue Whitaker Doug and Kathy White Carole Whitehead Jim Williams Rock and Judi Williams Brenda Williamson Michael Wilson Deb Winders Jim and Pam Wingate Suzanne Wingate Betty J Wingrove Dan & Christine Wolfert Mark and Mary Ann Wright Sue Wyne Tony Yakos YMCA of Muncie YHS XC and Track Booster Club

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2022 Honorariums In Honor Carly Acree-King Josephine Allton WaTasha Barnes Griffin Steve Bassett Mary Ann Beard Pat Bennett Julie Bering Matthew Blake Jean R. Blake Jack Buckles The Buffalo Gal’s Birthday Linn Crull Wil and Cindy Davis Jack Demaree Jeremi Dobbs Cheri Dollison Mary and Cornelius Dollison Trent Dowling Petty Family Jim Finan John and Debbie Foster David and Nancy Galliher Donna Gilkison James Gooden Maci Goodpaster Keith Greenwalt Connie Gregory Linda Gregory Suzanne Gresham Pat Guize Kaye Harrell Amy Heath The Hendrix’s 60th Anniversary Aileen Howard Bill Hughes Roni Johnson Betty Kendall Jeff and Ruth Kiger Tom and Nancee Kinghorn Carl Kizer, Jr. Cheryl LeBlanc Michael Lunsford Nicole Lunsford Bill and Jan McCune Linda and David McGalliard MCHS Class of 1961 Dr. Fred A. Meyer Jr. Nancy H. Millard Marcy Minton Missy Modesitt Laura Reno 24

Carol E. Seals Boone Wingate Shear Nicholas Peter Shear Kelly K. Shrock Kent Shuff and Steve Fennimore John Smith Van and Margaret Smith Kelly and Donna Stanley Peter Stratton Robert L. Stratton Mr. and Mrs. Rex Waldo Robert Walters Elizabeth Woodgett Marjorie Zeigler In Memory Sarah E. Adams Tiny Adams Mahsa Amini Gene Amlin Unknown Angel Earl and Martha Barb Joan “Mrs. Donald Barnes” Warren Beebe Betty Beeson R. Donald and Susan Bell Arthur and Meryl Biggane Bud Birt James E. Borgmann Patrick Botts Kathy Bow Stephen and Beatrice Brademas Alyx Brinkman Patricia and Franklyn Brinkman William Bruns Raymond Burcham Ashley Burgauer Richard and Dorothy Burkhardt Martha Calloway John Carlson Ruth Chin Dr. Jay K. Church William “Bill” Collins Charles “Bud” Conwell Clyde Cox Michael L. Cox Darrell and Gloria Cox Dr. Bill Current Colleen Dailey Jim Dewar Larry Dollison Don Dunnuck

Martha Ellis Martha Ervin Stacy Malman Feldman George Fennimore Nancy Finan “The Hair Goddess” Neil W. Fouch Christopher Lee Frazee Bill Gaddis Rex A. Goen Hurley Goodall Larry Graham Gail Green Zach Greenwalt Wanda Hamilton Sue Harris Jenny Haskell Daniel C. Hayden Margaret Hole Hub Hougland Greg Huffman DeWayne Hunt Jon Hunter Beverly Hyso Stephen D. Johnson Kathleen Kiefer Keil Betty Kendall Laura Stanley Keppler William K. Kerr Darrell E. King James and Violet King Mary Ann King

Mark Kinman Anastasios and Sophia Koumoulides Elizabeth and Ernest Krug Ellen Lacey Susan Land Kip Laws Thomas and Betty Leonard John B. Lotz Ora Loveless Ann Mace Judy Mallers David Margell Steven Wayne Martin Frank Mattingly Mr. and Mrs. Harry R. Maxon Jr. Gary Maxwell Marilyn McDaniel Larry Brown and Madeline McKinley Erma McVicker Jack Moorman Donna Morrow Deborah Muncey Harold and Jean Nation Ellen Payne Osborn Judith Jeanette Osterhoff Lois Owen David A. Palm Jack Peckinpaugh

MacKenzie Petefish Tommy Lee Pettiette II Richard Lee Phillips Jill Pickart John Pingry Bruce Quirk Mary Louise Briner Reist Charles Retherford Braden R. Reynolds Afton Roch Jerry Rushton R. Thomas Rutter Monte Keith Salisbury Donald Schaaf Dale E. Schell Sharon Seager Herbert A Seals, Jr Cophine Shideler George Robert Shrieve James R. Shrieve Frances Shuff Dixie Smith Jeanne Smith Mike Smith Greg Spratt Dylan Stafford Gordon A. Stellwag David and Mary Jane Sursa Scott Terry Charles W. Thomas

Callie Thompson Mr. Robert Thompson Mahlon Vance Fredrick Vester Rex Waldo II Eileen Walters Sarah Wanthal Rollin E. Ward Jim Warrner Charley Weaver Betty White Kaye Whitehead James N. Whittern Ben Grady Williams Earl R. Williams Tom Williamson Garnet Wince Duane O. Wise Sandra Worthen Gary Wulff Special Pets Bo Buttercup Duke Maxx Mojo Maggie Nation Brinkman Stella Nation Brinkman Sophia Emma Tobias 25

2022 Honorariums In Honor Carly Acree-King Josephine Allton WaTasha Barnes Griffin Steve Bassett Mary Ann Beard Pat Bennett Julie Bering Matthew Blake Jean R. Blake Jack Buckles The Buffalo Gal’s Birthday Linn Crull Wil and Cindy Davis Jack Demaree Jeremi Dobbs Cheri Dollison Mary and Cornelius Dollison Trent Dowling Petty Family Jim Finan John and Debbie Foster David and Nancy Galliher Donna Gilkison James Gooden Maci Goodpaster Keith Greenwalt Connie Gregory Linda Gregory Suzanne Gresham Pat Guize Kaye Harrell Amy Heath The Hendrix’s 60th Anniversary Aileen Howard Bill Hughes Roni Johnson Betty Kendall Jeff and Ruth Kiger Tom and Nancee Kinghorn Carl Kizer, Jr. Cheryl LeBlanc Michael Lunsford Nicole Lunsford Bill and Jan McCune Linda and David McGalliard MCHS Class of 1961 Dr. Fred A. Meyer Jr. Nancy H. Millard Marcy Minton Missy Modesitt Laura Reno 24

Carol E. Seals Boone Wingate Shear Nicholas Peter Shear Kelly K. Shrock Kent Shuff and Steve Fennimore John Smith Van and Margaret Smith Kelly and Donna Stanley Peter Stratton Robert L. Stratton Mr. and Mrs. Rex Waldo Robert Walters Elizabeth Woodgett Marjorie Zeigler In Memory Sarah E. Adams Tiny Adams Mahsa Amini Gene Amlin Unknown Angel Earl and Martha Barb Joan “Mrs. Donald Barnes” Warren Beebe Betty Beeson R. Donald and Susan Bell Arthur and Meryl Biggane Bud Birt James E. Borgmann Patrick Botts Kathy Bow Stephen and Beatrice Brademas Alyx Brinkman Patricia and Franklyn Brinkman William Bruns Raymond Burcham Ashley Burgauer Richard and Dorothy Burkhardt Martha Calloway John Carlson Ruth Chin Dr. Jay K. Church William “Bill” Collins Charles “Bud” Conwell Clyde Cox Michael L. Cox Darrell and Gloria Cox Dr. Bill Current Colleen Dailey Jim Dewar Larry Dollison Don Dunnuck

Martha Ellis Martha Ervin Stacy Malman Feldman George Fennimore Nancy Finan “The Hair Goddess” Neil W. Fouch Christopher Lee Frazee Bill Gaddis Rex A. Goen Hurley Goodall Larry Graham Gail Green Zach Greenwalt Wanda Hamilton Sue Harris Jenny Haskell Daniel C. Hayden Margaret Hole Hub Hougland Greg Huffman DeWayne Hunt Jon Hunter Beverly Hyso Stephen D. Johnson Kathleen Kiefer Keil Betty Kendall Laura Stanley Keppler William K. Kerr Darrell E. King James and Violet King Mary Ann King

Mark Kinman Anastasios and Sophia Koumoulides Elizabeth and Ernest Krug Ellen Lacey Susan Land Kip Laws Thomas and Betty Leonard John B. Lotz Ora Loveless Ann Mace Judy Mallers David Margell Steven Wayne Martin Frank Mattingly Mr. and Mrs. Harry R. Maxon Jr. Gary Maxwell Marilyn McDaniel Larry Brown and Madeline McKinley Erma McVicker Jack Moorman Donna Morrow Deborah Muncey Harold and Jean Nation Ellen Payne Osborn Judith Jeanette Osterhoff Lois Owen David A. Palm Jack Peckinpaugh

MacKenzie Petefish Tommy Lee Pettiette II Richard Lee Phillips Jill Pickart John Pingry Bruce Quirk Mary Louise Briner Reist Charles Retherford Braden R. Reynolds Afton Roch Jerry Rushton R. Thomas Rutter Monte Keith Salisbury Donald Schaaf Dale E. Schell Sharon Seager Herbert A Seals, Jr Cophine Shideler George Robert Shrieve James R. Shrieve Frances Shuff Dixie Smith Jeanne Smith Mike Smith Greg Spratt Dylan Stafford Gordon A. Stellwag David and Mary Jane Sursa Scott Terry Charles W. Thomas

Callie Thompson Mr. Robert Thompson Mahlon Vance Fredrick Vester Rex Waldo II Eileen Walters Sarah Wanthal Rollin E. Ward Jim Warrner Charley Weaver Betty White Kaye Whitehead James N. Whittern Ben Grady Williams Earl R. Williams Tom Williamson Garnet Wince Duane O. Wise Sandra Worthen Gary Wulff Special Pets Bo Buttercup Duke Maxx Mojo Maggie Nation Brinkman Stella Nation Brinkman Sophia Emma Tobias 25

Staff

Marcy Minton

President & CEO

Trina Bowling Finance Officer

Kallie Sulanke

Amanda Kavars

Carol Kosisko

and Donor Relations

Chief Community Partner for Program and Nonprofit Relations

Rachel Spodek

JoAnna Darda

Rachel Lunsford

Chief Community Partner for Outreach

Outreach and Donor Relations Manager

Program and Nonprofit Relations Manager

Community Partner for Donor Relations

Molly Harty

Community Partner for Program & Nonprofit Relations

Operations Support Manager

We’re your philanthropic partners. Contact Us Today!

Phone: 765.747.7181

Kelly K. Shrock President

|

Email: commfound@cfmdin.org

Carly Acree-King Program Officer

Amy Tuttle

Communications Administrator

|

Website: cfmdin.org

Joel Brumley

Program Officer

In 2022, we said a lot of “goodbyes.” We want to share our appreciation to all staff who served The Community Foundation throughout 2022.

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Staff

Marcy Minton

President & CEO

Trina Bowling Finance Officer

Kallie Sulanke

Amanda Kavars

Carol Kosisko

and Donor Relations

Chief Community Partner for Program and Nonprofit Relations

Rachel Spodek

JoAnna Darda

Rachel Lunsford

Chief Community Partner for Outreach

Outreach and Donor Relations Manager

Program and Nonprofit Relations Manager

Community Partner for Donor Relations

Molly Harty

Community Partner for Program & Nonprofit Relations

Operations Support Manager

We’re your philanthropic partners. Contact Us Today!

Phone: 765.747.7181

Kelly K. Shrock President

|

Email: commfound@cfmdin.org

Carly Acree-King Program Officer

Amy Tuttle

Communications Administrator

|

Website: cfmdin.org

Joel Brumley

Program Officer

In 2022, we said a lot of “goodbyes.” We want to share our appreciation to all staff who served The Community Foundation throughout 2022.

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27

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CFMDIN.ORG

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