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IMAGINE WHAT’S

TODAY. TOMORROW. FOREVER.

2015 Annual Report


Inspire...Envision...Create... What is POSSIBLE Message From Board President & Executive Director

“The POSSIBLE'S slow fuse is lit by the Imagination.” ― Emily Dickinson

With the successful completion of the Lilly Endowment GIFT VI Match Campaign, the Foundation Board of Directors and committees began to look to the future to imagine what might be POSSIBLE. During GIFT VI, our community once again came together and exceeded the goal of gaining nearly one million dollars in new funds for community granting. This means additional permanent granting dollars to meet the ever changing needs of our community for Arts and Culture, Health, Education, Social Services, and Civic programs and projects. The Foundation has also invested more in capacity building for our nonprofit partners, which will further expand the possibilities of what we can accomplish together. When the very first Leadership Shelby County class in 1988 envisioned what might be POSSIBLE through the power of building permanent funds through a community foundation, did they imagine that in less than thirty years, over a million dollars would be granted back into the community every year, and the endowment would have grown to thirty million dollars? The restart of Leadership Shelby County this year opens up new possibilities when people come together with new ideas on how to make our community better. The Ignite Shelby County Grant will showcase the best of what is POSSIBLE, by thorough planning, collaboration, and engaging the community. We have much to celebrate in Shelby County; a vibrant arts community, great schools, outstanding health care, and perhaps most importantly, an involved and generous community. For the Blue River Community Foundation, all of what we do is made POSSIBLE by our donors, some of which are highlighted in this annual report. Through their generosity, it is POSSIBLE for elementary and middle school students to experience the opera, families with disabled children have support and opportunities, for Meltzer Woods, an important piece of our natural heritage, to be protected forever, and for many students to pursue a college education. Thank you for making it POSSIBLE; let’s imagine together what might be POSSIBLE for Shelby County in the years to come.

Amy Haacker Executive Director

Tom Rosenfeld Board President


WHAT’S INSIDE

What is a Community Foundation? A community foundation plays a variety of complex roles in the community. A foundation serves as a vehicle for philanthropic giving; a source of community investment; and provides community leadership.

What is Our Mission & Vision? OUR MISSION Blue River Community Foundation is a community-based philanthropic organization that identifies, promotes, supports, and manages programs that will enhance the health, cultural, educational, social and civic long term needs of the citizens of Shelby County. Our mission is threefold: • Provide responsible stewardship of gifts donated for broad charitable purposes

3

Board, Committees, Staff

4

Hometown Funds

5 6

Gift VI Match Campaign

7 8

Power of Endowment

9

New Fund Spotlight

10

Memorials & Tributes

11

Pillar Society & Philanthropic Strategies

12

Ways to Give

13-15

2015 Donors

16

Types of Funds

17-18

2015 Grant Highlights

19

Community Granting

20-39

2015 Grants

40-44

2015 Scholarships

45

2016 Scholarship Highlights

46

2016: Looking Forward

• Serve and assist charitable endeavors in Shelby County • Promote leadership to address community issues

OUR VISION To encourage philanthropy and inspire action that improves all lives and builds stronger communities in Shelby County.

2015 By the Numbers ASSETS

$31,784,957

GRANTS

$1,064,959 245 Grants Awarded

Year End Totals

100 Students 138 SCHOLARSHIPS Awards

$387,355

*Scholarship total includes the 2015 Lilly Endowment Community Scholarship which is valued at $147,800. This scholarship is made available through Lilly Endowment, Inc. and administered by Independent Colleges of Indiana.

Ignite Shelby County Grant

Financial Position


Board, Committees & Staff The volunteer members of the Blue River Community Foundation Board of Directors and committees are diligent in their service to all of Shelby County. The Foundation strives to maintain a balanced geographic representation and diversity among the Board and committee members.

BOARD OF DIRECTORS President

Tom Rosenfeld,

Retired, State Farm Insurance & Financial Services

Lisa Bridges, Owner, Fountaintown Gas Co., Inc.

Vice-President

Jeff Beaty,

Vice President, C-Tech Corporation

Brady Claxton,

President, Pfenninger, Claxton, & Estelle Insurance Group

COMMITTEES Secretary

Brent Thoman,

Partner, coreVision Financial Group

Greg Gerline, Operations Manager, Sandman Bros.

Treasurer

Rob Yeend,

CPA, Brammer & Yeend Professional Corporation

GRANT MAKING

ARTS ADVISORY

SCHOLARSHIP

MARKETING

Lisa Bridges Curt Johnson Jane Kuhn Craig Laker Carrie Pumphrey Denny Ramsey Janet Ross Brent Sandman Dana Sherwood Brent Thoman Judy Yeager

Rachael Ackley John C. DePrez, Jr. Noell Krughoff Hitch Learned Lee Marks Gaye McKenney Mary Kay Pitts Russell Smith Gail Wildman

Jeff Beaty Beth Case Greg Gerline Carmen Hawk Rita Mohr Judy Montgomery Tiffany Montgomery

Dede Allender Barbara Anderson Brady Claxton John C. DePrez, Jr. Marsha Glasco Gaye McKenney Nancy Smith

FINANCE

GOVERNANCE

DEVELOPMENT

Beau Browning Susan Furgeson Beverly Huber Don Kendall Todd Larkey Terry Smith Rob Yeend

Anne DePrez Jack Horner Gene Jones Tom Rosenfeld Nick Runnebohm Jill Shammas

John C. DePrez, Jr. Dep Ewing Bryan Fischer Ryan Haehl Steve Plunkett

• Committee Chair

Judy Montgomery, President, VTI Contracting

STAFF Contact us or visit our website to learn more about our programs, services and opportunities for giving.

54 W. Broadway, Suite 1, Shelbyville, Indiana 46176 Telephone 317.392.7955 Facsimile 317.392.4545 brf@blueriverfoundation.com www.blueriverfoundation.com

Brent Sandman, General Manager Sandman Bros.

Nancy Smith,

Managing Broker, Carpenter Realtors

Terry Smith,

Marketing President, Mainsource Bank

Judy Yeager, Office Manager, Yeager, Good, & Baldwin

Pictured L-R: Lynne Ensminger, Program Administrator

Julie Alvis, Communications Administrator Rita Gearhart, Financial Administrator Amy Haacker, Executive Director

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Hometown Funds The Hometown Community Funds were established in 2008 and have granted a combined total of $46,134.31 back to the four geographic areas of Shelby County. To learn more about the Hometown Fund in your area, please contact the Foundation office or a committee member. Waldron Area Committee Members

Southwestern Committee Members

Deb Dalley Lynne Ensminger Shoshanna Everhart Becky Haymond Judy Kuhn Tiffany Montgomery Barbara Rogers Jackie Runnebohm Brenda Smith Kevin Williams Judy Yeager

Paul Baute Lisa Bowman Rita Gearhart Greg Gerline Rich Lindamood Jo Lister Joanna Yeend Rob Yeend

Northwestern Committee Members Jeff Beaty Kevin Carson Jill Coen Chris King Gehrig Paschall Roger Scheffler Ted Thompson

Northeastern Committee Members Dede Allender Carolyn Blackford Kim Connor Sue Keaton Adam Kinder Shirley Shepherdson

MAKING IT POSSIBLE FOR MORRISTOWN MATTERS The Northeastern Hometown Community Fund Advisory Committee presented a $5,000 grant to Morristown Matters in 2015 to construct a new agriculture lab at Morristown High School.

Pictured L-R: Sue Keaton, Dede Allender, Shirley Shepherdson, Amy Mullins, Allison Crim, Fred Miller, Nathan Rude, Ken Howell, Jason Redd, and Jason Chisham

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Gift VI Campaign: Success Through the generosity of our donors and Lilly Endowment, Inc. , BRCF increased endowed funds during the Lilly Endowment Community Gift VI Campaign by:

$1,590,907.76

Thanks to These Donors for Making it POSSIBLE. Mr. and Mrs. Jeff Allender Ameriana Bank & Trust Anonymous Mrs. Carol Anspaugh Ms. Michelle Barrett & Mr. Todd Becht Mr. and Mrs. R. Tim Barrick Ms. Michelle Batton Mr. and Mrs. Paul Baute Beaty Construction Mr. and Mrs. Jeff Beaty Mr. and Mrs. Ken Berger Ms. Amy Thurston Berthouex Mr. and Mrs. Richard Bishopp Ms. Carolyn Blackford Mrs. Cecilia Boring Mr. and Mrs. Steve L. Bowman Mr. and Mrs. Edwin T. Boyle Mr. and Mrs. Clayton Brewer Mr. and Mrs. Stephen Bridges Mr. and Mrs. Robert Britton Ms. Audrey Brown Mr. and Mrs. Douglas Brown Mr. and Mrs. Matthew P. Brown Mrs. Nancy Brown C-Tech Corporation, Inc. Mrs. Beverlee Carlton Mr. and Mrs. Dan Case Mr. and Mrs. Michael B. Cassidy Mr. Ryan C. Clark Mr. and Mrs. Brady Claxton Mr. and Mrs. Wayne Coil Mr. and Mrs. Don Collins

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Mrs. Carol Jean Cooper Mr. and Mrs. Mike Cooper Dr. and Mrs. Gary S. Creed Mrs. Deb Dalley Decatur Co. Clerk's Office Deerfield Financial Advisors, Inc. Mr. and Mrs. John C. DePrez IV Mr. John C. DePrez Jr. and Ms. Lee Marks Ms. Anne N. DePrez Judge and Mrs. Arthur W. DePrez Mr. and Mrs. Peter G. DePrez Ms. Terri L. DeWitt Mr. and Mrs. Jack Disser Mr. and Mrs. James Douglas Mr. and Mrs. Gary Ensminger Estate of Morris L. Rose Mr. and Mrs. Gary D. Everhart Mr. and Mrs. Eric Feathers Mr. and Mrs. Owen M. Field Ms. Helen M. Gardner Mr. Charles H. Garrido Jr. Mr. and Mrs. Robert M. Gearhart Mr. and Mrs. Greg Gerline Mrs. Phyllis Gerline Mr. and Mrs. Rick Gill Mr. and Mrs. John P. Gore Ms. Jodie Grube Mr. Gary Gulley Mr. and Mrs. Brett Haacker Dr. and Mrs. William Haehl Ms. Gretchen Hasler Dr. and Mrs. John Hayes

Mr. and Mrs. David L. Hensley Mr. Jack Horner Mr. and Mrs. Gary Huber Mr. and Mrs. Gene Jones Barton L. Kaufman Family Mr. and Mrs. Max E. Kelley Mr. and Mrs. Paul Kessler Kopper Kettle Inn Restaurant Mr. and Mrs. Steve Kuhn Mr. and Mrs. Glen A. Kuntz Mr. and Mrs. Hitch Learned Jr. Mr. Paul Lippert Ms. Betty Lux Mr. and Mrs. Steve McCracken McCrea Estate Mr. and Mr. Lee McNeely Mr. and Mrs. Kent McNeely Metro Indianapolis Board of Realtors/ Shelby Co. Division Mr. and Mrs. Greg Montgomery Judge and Mrs. Charles O'Connor O'Neal Steel, Inc. Mr. and Mrs. Richard Parmer Peninsula Owners Association, Inc. Mr. and Mrs. David K. Phares II Plymate, Inc. Mr. and Mrs. Todd Plymate Mr. and Mrs. J. Ted Prifogle Psi Iota Xi Beta Phi Chapter Mr. and Mrs. Henry D. Rahe Mr. Thomas Rosenfeld Mr. Todd A. Rosenfeld

Dr. Scott T. Rosenfeld Mr. and Mrs. Joe Runnebohm Mr. and Mrs. Nick Runnebohm Mr. and Mrs. Fred A. Sanders Mr. and Mrs. Brent Sandman Ms. Janet Schoentrup Mr. and Mrs. Brad Schofner Shelby Co. CEN Shelby Lakeside Corporation SHS Class of 1959 Mr. and Mrs. Mark Smith Mr. and Mrs. Carson L. Smothers Mr. and Mrs. John P. Soller Mr. and Mrs. Michael R. Steinbarger Ms. Betsy R. Stephen Mr. and Mrs. Mike Stephenson Mr. and Mrs. Aaron J. Swinford Mr. and Mrs. Sam Swinford Mr. and Mrs. Timothy Tennell Thurston Farms Partnership Mr. Arthur M. Thurston, Jr. Mr. and Mrs. Samuel P. Thurston Mr. and Mrs. David S. Tomeo Unique Club Ms. Martha A. Varnes Mr. and Mrs. Omer Weintraut Mr. and Mrs. J. David Whitehouse Ms. Alice M. Williams Mr. and Mrs. Luke Williams Mr. Robert Wortman Mr. and Mrs. Robert R. Yeager Mr. Jack Yeend Mr. and Mrs. Rob Yeend


Ignite Shelby County Grant Giving Together to Make Great Things POSSIBLE. The cornerstone of a community foundation is an “unrestricted endowment”, which is a permanent fund that supports the changing, unanticipated needs in our community, forever. From August of 2014 until March of 2016, the Lilly Endowment provided a match opportunity for all Indiana Community Foundations to raise local funds, which Lilly would then match. Together, we gained over a million dollars for our endowment for community grants, which makes so many more good things POSSIBLE, things we cannot yet even imagine. Each year, the grants committee and board of directors have set aside funds into our Impact Fund for periodic larger awards like the $100,000 Community Impact Grant in 2013, which was in celebration of the Foundation’s 25th anniversary; and this year, the $150,000 Ignite Shelby County Grant, just in time for the Indiana Bicentennial. Blue River Community Foundation strives to engage the community in these larger grant awards. The Ignite Shelby County grant recipient will be decided by those who gave together to successfully reach, and in fact, exceed our Lilly Endowment GIFT VI match goal.

FINALISTS From a field of ten applications, three finalists moved forward for selection of the $150,000 Ignite Shelby County Grant. • Girls Inc./ Boys and Girls Club: An expansion and renovation for both organizations’ facilities that serve over 3000 Shelby County youth every year. Both organizations have grown substantially in numbers and programming since the last expansion over twenty years ago, creating an increased need of space for programs and to increase capacity. Girls Inc. is building an addition of about 3000 square feet that will provide additional security, programming space, and technological capabilities. The joint parking lot will be rebuilt. The Boys and Girls Club will renovate interior spaces. The entire project budget is just over $2 million. • Shelby County Public Library Outdoor Community Plaza: As the public library continues to evolve into a community center that is much more than books on a shelf, plans for an Outdoor Community Plaza for the parking lot between the main branch and the Carnegie East Wing began to take shape. Existing parking will be relocated behind the library, and the Plaza will have a fountain, landscaping, a small stage, and seating. The inviting area will also have flexible space that can accommodate a variety of activities. The project will increase parking by twenty-four spaces and create an inviting, attractive, flexible space that can enhance and expand library programming. The total budget is close to $150,000. • The Multi-Generational Center: The MGC consists of Shelby Senior Services, the Shelby County Players, Shelby Arts Alliance and several other arts related organizations and community groups that would benefit from shared space. The vision is to create a hub of healthy activity, learning and artistic engagement for the whole community and provide space for Senior Service’s growing demand for programs. The MGC Team formed in 2012 to explore the feasibility and create plans toward the goal. Now, in 2016, the retiring Major Hospital site downtown on West Washington has been identified as the prime location for the new Center. The total project budget will be determined after the architectural drawings are completed, which the Ignite Shelby County Grant would fund, if awarded.

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Power of Endowment When a gift is made to an endowed fund, the gift helps provide support to the charitable needs of our community forever. Gifts to endowed funds are invested, and grants are awarded from the investment earnings only. Through careful stewardship, endowment funds will grant and grow. As a fund generates earnings, only a portion is awarded in grants. The remaining earnings are returned to the fund. As the fund grows, it will award larger grants, greatly increasing the impact of the original gift. Several funds established at BRCF in the early 1990’s illustrate the power of endowment. Below is an example utilizing the John C. and Martha Jane DePrez Fund which benefits Girls, Inc. and the J. Kenneth Self Boys and Girls Club annually. Imagine the impact made POSSIBLE by this fund in 100 years.

John C. and Martha Jane DePrez Fund for Girls Inc. and Boys and Girls Club $300,000

Fund Balance $240,938

$250,000 $221,273

$215,639 $200,000

Total Gifts

our INVESTMENT POLICY:

$150,000

$100,000

Total Grants $50,000

The John C. and Martha Jane DePrez Fund was established in 1994 at the Blue River Community Foundation. Total contributions to the fund equal $215,639. From 1995 through 2016, a total of $221,273 has been granted to Girls Inc. and the Boys and Girls Club, exceeding the gift amount by nearly $6,000. The current fund balance in January, 2016 is $240,938, nearly $25,000 more than the total contributions to the fund.

$1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

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BRCF’s Endowment Fund’s portfolio has a Preservation of Purchasing Power investment objective. This is an investment objective that attempts to grow the portfolio, after distributions, at a rate that will allow future distributions to keep pace with inflation. Controlling portfolio volatility to help provide stable distributions from year to year is a second objective.


Blue River Foundation, Inc.

Financial Position

STATEMENTS OF FINANCIAL POSITION Year Ended 2015

Year Ended 2014

ASSETS Cash and cash equivalents

$

1,342,162

$

970,474

Accounts receivable

-

3,706

Interest and dividends receivable

-

9,760

Pledges receivable

-

1,050

Prepaid expenses Investments

2,131

2,116

30,037,373

31,461,261

630,845

614,708

BRCF Asset Allocation

Building and equipment Building and equipment Office equipment Less accumulated deprecation

$

73,417

73,417

704,262

688,125

300,971

283,619

403,291

404,506

31,784,957

$

32,852,873

LIABILITIES AND NET ASSETS LIABILITIES Accounts payable

$

Grants payable

6,602

$

14,130

12,500

31,750

1,283

983

437

318

11,000

68,254

2,585,909

2,539,036

2,617,731

2,654,471

Unrestricted

1,607,784

1,521,049

Temporarily restricted

7,183,954

8,789,074

Permanently restricted

20,375,488

19,888,279

29,167,226

30,198,402

Deposits Payroll taxes and withholdings Deferred revenue Agency funds Total liabilities NET ASSETS

$

31,784,957

$

Most experts consider asset allocation the most important factor in determining long-term investment returns. Therefore, community foundations must view asset allocation with a return objective in mind, while also realizing that they are investing for the long term—which will mean periodic ups and downs in the market. The key for community foundations is finding a balance between risk (the measurable possibility of losing or not gaining asset value) and the long-term need to increase the value of the assets. *source: Council on Foundations

32,852,873

Financial statement prepared by Estep Burkey Simmons, LLC. The Foundation’s full audit report is available for review upon request.

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Featured New Funds LAURA PILK dedicated her life to service to others and our country after graduating from Waldron High School in

1985. After serving in the US Army, she returned to Central Indiana. She worked tirelessly to improve the lives of the extremely disadvantaged and homeless through her food and clothing programs, which she both organized and directed, and others for which she and her family volunteered their time. The programs she supported empowered those she served to gain the skills and confidence to improve their lives and reduce reliance on support programs. Many of those she served became volunteers for the programs once their circumstances improved. Tragically, Laura passed away in 2014. Laura’s family and friends, and especially Marjorie Sly, Laura’s mother, wanted to preserve Laura’s memory and legacy of service and care for others by creating two new permanent, endowed funds at the Blue River Community Foundation. These two new funds will continue the work she loved during her lifetime and preserve her memory by supporting the programs that address hunger and/or empower the disadvantaged and those students who are entering a service oriented career.

Laura J. Pilk

11/4/66 - 4/29/14

LAURA SLY-PILK MEMORIAL SCHOLARSHIP FUND The Laura Sly-Pilk Memorial Scholarship Fund will support scholarships for students pursuing a career that includes service to the community, our country, or those in need. The scholarship award will give strong consideration to the applicant’s community service.

LAURA SLY-PILK EMPOWERMENT FUND The Laura Sly-Pilk Empowerment Fund will award grants to nonprofit organizations that address hunger and/or facilitate empowerment programs that teach financial literacy, service, and character. By continuing the work to which Laura had passionately dedicated her life, her family has preserved her legacy of service and care for others.

Giving Opportunity

MEMORIAL BRICK CORNER The BRCF Memorial Brick Program is a unique opportunity for donors to honor or memorialize a special individual. Located on the east side of our building’s main entrance, we have established a designated commemorative area. Special pavers are currently in place and will be replaced with inscribed bricks that are provided to donors making memorial or honorary gifts of at least $1,000 to the Blue River Memorial Fund, which is an unrestricted endowed fund for community grants. Bricks will be installed twice a year. Each brick is 4” x 8” and includes up to three lines of inscription with 14 characters per line allowed. For more information on this special opportunity, please contact our staff.

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Memorials & Tributes Any gift made to the Foundation may be a memorial or tribute gift. A memorial contribution or gift honoring an individual’s birthday, anniversary or other special occasion is a simple and traditional way to show that you care. Acknowledgement of the gift is sent to the honoree or their family. The amount of the gift is not disclosed. In 2015, gifts were made in memory of the following: Victoria Beyer Phil Brown Ronald Brown Bill Carlton Frances F. Cherry Bernard Cole Vickie Collins Floyd Cooper Sharon Cooper Genevieve Cory Barbara Cristofori Edna Cuskaden John C. & Martha Jane DePrez Katie Ernstes

Carol Finkel Phyllis J. Fleming John R. Foltz Paul Goble John D. Haehl Margaret E. Haehl Russell Hagerman Tom Hession Chase Hubler Karl Kelley Dick Kitchen Paul Kunkel Linda Landwerlen George Lorenz

In 2015, gifts were made in honor of the following: Jean Babbitt Todd Babbitt Julie Bielefeld Megan Booth Heather Brant Nancy Brown Anne DePrez Arthur DePrez Ashley DePrez C. David DePrez Charlson DePrez

Cheryl DePrez Hayden DePrez John C. DePrez, Jr. John DePrez IV Mary DePrez Owen DePrez-Giese Pamela DePrez Peter DePrez Peter G. DePrez, Jr. Robyn DePrez Cydney M. Fox

Helen Lorenz Doris A. Marcum Kathy A. Marcum Marion L. McCord Nadine McDaniel Mary L. Mercuri Duane R. Murphy Victor Rammelsberg Kim Ross Jack Sanders Stephen A. Simmons Jim Sly Martha Ford Soller Christopher Graham Spear

John F. Stickford Wm. Roland Stine Paul B. Swinford John Thomas Mort and Helen Tobin Ila Weakley Richard Weakley Donald Winkler Philip A. Wiseman Kay Wollen Jay L. Wortman Sue Wortman Steve Zike Robert J. Zimny Mary Ann Zinser

John R. Hayes Christian Hext Dawson Huber Jack Huber Morgan Huber Sydney Huber Gillian Keiffner Lucia Keiffner Viviene Keiffner Amara Lewis Sara Lewis

Betty Lux Lee Marks Lee McNeely Julie Miller David Roller Shelby County Cemetery Restoration Volunteers Amy Sutton Cole West Elijah R. West

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Pillar Society & Philanthropic Strategies

Pi ar Society Curtis and Angela Davies John C. DePrez, Jr.& Amelia (Lee) Marks Carla Drake Russell and Alecia Gross William and Elaine Haehl Bruce and Edna Knecht Paul Lippert

Individuals who have included the Blue River Community Foundation in their estate plans are members of the Foundation’s Pillar Society.

Louis and Pam McIntire Lee and Rose McNeely Douglas and Nancy Seeman Miriam Senger Betty L. Thomas Arthur M. Thurston, Jr. Robert Wortman

We are grateful to the following individuals who included the Foundation in their estate plans before they passed: Sandy Allen Dr. Hyacinth Chin Sang Kidman Lorita Crafton Phyllis Ann Ellison Velta Harrell Catherine Harris Vivian Haymond Frances Henry

Mildred McCrea Marjorie McNamara Duane Murphy Caryl Loper Robbins Morris L. & Mary Frances Rose Mildred Scott John Stickford Sue Wortman

PHILANTHROPY AS PART OF A FINANCIAL STRATEGY Blue River Community Foundation provides options for giving that can be a greater benefit to both the donor and charity than simply writing a check. Financial planning tools exist that can maximize the tax benefits to the donor and impact on the charity. • Charitable Remainder Trusts, Gift Annuities, and Charitable Lead Trusts can provide an immediate tax deduction and provide lifetime income for the donor.* • Blue River Community Foundation can convert Gifts of Real Estate, Gifts of Grain, or other Real Property into cash for a nonprofit. • Charitable IRA Rollover allows donors to direct up to $100,000 of qualified distributions from their IRA’s and exclude that amount from income without going toward the deduction cap, and can be a benefit if the donor does not itemize on tax returns.* *The IRA Rollover was made a permanent option in 2015. • Higher capital gains taxes and the market performance may make the gift of Appreciated Securities an attractive option, because the donor can avoid paying taxes on the increase in value, but receive a deduction for the full market value.* • Naming the Foundation as a beneficiary of a Life Insurance Policy or Retirement Savings Account can be an impactful way to support a cause or organiza- tion in the future, without a strain on finances today. If a nonprofit is named as the beneficiary of an insurance policy, the premiums may be deductible.*

*consult a tax professional for the tax implications in your situation The options for supporting your favorite causes go far beyond simply making a cash contribution. Many of these tools provide greater tax or financial benefits, might allow you to make a more impactful gift, or build a legacy of philanthropy through a permanent fund in your name to support your community forever. IMAGINE WHAT’S POSSIBLE!

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Donor’s Goal

Type of Gift

How to Make the Gift

Benefits to Donor

Make a quick and simple gift

Outright Gifts

Donate cash or assets such as personal property or securities

Income tax deduction; avoidance of any capital gains tax

Charitable Lead Trusts

Create a trust that pays a fixed or variable income to BRCF for a set term, and then passes to heirs

Reduced size of taxable estate; keeps property in family often with reduced gift taxes

Avoid capital gains tax on the sale of a home or other real estate

Real Estate Gift

Donate the property to BRCF, or sell it to the Foundation at a reduced price

Immediate income tax deduction and avoidance of capital gains tax

Make a revocable gift during your lifetime

Living Trust

Name BRCF the beneficiary of assets in a living will

Control of trust for lifetime; possible estate tax savings

Defer a gift until after your lifetime

Bequest in Will

Name BRCF in your will

A donation exempt from federal estate taxes

Make a large gift with little cost to yourself

Life Insurance Gift

Gift an old or new policy to BRCF as owner and/or beneficiary

Current income tax deduction; possible future deductions

Avoid the twofold taxation on retirement plan assets

Retirement Plan Gift

Name BRCF as beneficiary of the remainder of the assets after your lifetime

Avoidance of heavily taxed gift to heirs, allowing less costly gifts

Give your personal residence or farm, but continue to live there

Retained Life Estate

Designate the ownership of your home to BRCF, but retain occupancy

Charitable income tax deduction and lifetime use of home

Supplement income with fixed annual payments

Charitable Gift Annuity

Enter into a contract with BRCF in which the donor is paid a fixed amount annually

Current and future savings on income taxes; fixed payments for life

Secure a fixed and often increased income

Charitable Remainder Annuity Trust

Create a charitable trust that pays an annual set income

Immediate income tax deduction and fixed income for life

Create a hedge against inflation over the long term

Charitable Remainder Unitrust

Set up a trust that pays a percentage of the trust’s assets, valued annually

Immediate income tax deduction, annual income for life that has growth potential

Reduce gift and estate taxes on assets passing to heirs

Ways to Give

CURRENT USE GIFTS

GIFTS THAT HELP NOW

DEFERRED GIFTS

GIFTS THAT HELP LATER

DID YOU KNOW IT IS POSSIBLE TO MAKE A DIFFERENCE THROUGH GIVING AND RECEIVE A FINANCIAL BENEFIT?

LIFE INCOME GIFTS GIFTS THAT GIVE BACK

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2015 Donors Pioneer Festival

SCP Production

“Aladdin”

Donors make differences in our community POSSIBLE.

Girls Inc.

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3-Way Family Farms Mr. and Mrs. Travis Ackley Mr. and Mrs. G. Robert Adams Mr. and Mrs. Jeff Allender Alpha Omega Chapter Alpha Omicron Alpha Sorority Mr. and Mrs. Tony Alvis Ameriana Bank and Trust Mr. and Mrs. Kurt S. Amos Anonymous Judge and Mrs. Kent Apsley B & J Foltz Farms Mr. and Mrs. Mike Babbitt Mr. and Mrs. Charles W. Baker Ballcards and More Ms. Sally S. Banschbach Mr. and Mrs. William R. Barnard Ms. Sandra S. Barnett Mr. and Mrs. R. Tim Barrick Ms. Pamela M. Bartee Mr. Richard E. Basey Mr. Jack Bass Ms. Michelle Batton Mr. and Mrs. Ronald W. Baughman Mr. and Mrs. Paul Baute Mr. and Mrs. Dalton Baysden Bears of Blue River Festival Beaty Construction, Inc. Mr. and Mrs. Jeff Beaty Mr. and Mrs. David R. Benefiel Benevolent Friends of African Charities, Inc./Marty Moore Mr. and Mrs. Jerry Bennett Mr. and Mrs. Ken Berger Ms. Amy Thurston Berthouex Mr. and Mrs. James Beyer Mr. Steve Beyer Mr. Daniel D. Bird and Ms. Diane McLoughlin Mr. and Mrs. Richard Bishopp Ms. Carolyn Blackford Ms. Virginia C. Blaich Blue River Lions Club Bob Evans Farms/ Community Fundraising Mr. and Mrs. James R. Boling Mr. and Mrs. David E. Bowen

Mr. and Mrs. Steve L. Bowman Brammer & Yeend Professional Corporation Mr. and Mrs. Clayton Brewer Bridge Builders Counseling and Psychotherapy PA Mr. and Mrs. Stephen Bridges Ms. Audrey Brown Mr. and Mrs. Douglas Brown Mr. and Mrs. Kenneth D. Brown Mr. and Mrs. Matthew P. Brown Mrs. Nancy Brown Mr. Ron Browning Mr. and Mrs. Larry J. Burns Ms. Sharon Burton C-Tech Corporation, Inc. Cagney’s Caldwell Gravel Sales, Inc. Ms. Geraldine Callahan-Turner Mr. and Mrs. Karl D. Carlisle Mrs. Beverlee Carlton Mr. and Mrs. Martin J. Carr Jr. Catherine Merrill Circle Ms. Janice K. Chandler City of Shelbyville Ms. Marilyn S. Clark Ms. Mary E. Clark Mr. and Mrs. Brady Claxton Clovis Mold Works Inc. Ms. Sharon Coffey Mr. and Mrs. Wayne Coil Mr. and Mrs. Don Collins Mr. and Mrs. Timothy J. Coomes Mrs. Carol Jean Cooper Mr. and Mrs. Mike Cooper coreVision Financial Group Mr. and Mrs. Kenneth J. Cox Dr. and Mrs. Gary S. Creed Mr. and Mrs. Tim Crim Mrs. Edna Cuskaden Dale & Eke Professional Corp. Mr. Morris B. Dale Mr. and Mrs. Curtis A. Davies Mr. and Mrs. Robert L. Davis Dr. Nancy Dayhoff Dean’s Dry Cleaning & Laundry Delta Theta Tau, Zeta Lambda Chapter

Mr. and Mrs. John C. DePrez IV & Hayden DePrez Mr. John C. DePrez Jr. and Ms. Lee Marks Ms. Anne N. DePrez Judge and Mrs. Arthur W. DePrez Mr. and Mrs. Peter G. DePrez Mr. and Mrs. James W. DeWitt Diligent Diggers Garden Club Mr. and Mrs. R.W. Doig Downtown Shelby Days Ms. Judy R. Dubno Energy2Action, LLC Mr. William A. English Mr. and Mrs. Gary Ensminger Mr. and Mrs. Joe Erickson Mr. and Mrs. Ben Ernstes Estate of Marjorie McNamara Mr. Greg Everrode Mr. and Mrs. Denman H. Fields The Financial Junction Ms. Alison R. Fisher Mr. and Mrs. John Fix Flat Rock United Methodist Church Foltz & Sons Farms, Inc. Mr. Rob Ford Mr. and Mrs. Richard H. Frank Jr. Mrs. Lois Frederick Ms. Lisa Friedemann Mr. and Mrs. Paul J. Fuchs Mr. Robert Gallagher and Mr. Daniel Gallagher Ms. Helen H. Gardner Mr. and Mrs. Robert M. Gearhart Mr. and Mrs. Greg Gerline Mr. and Mrs. Rick Gill GMP Local 32 Mr. and Mrs. Mike P. Gobel Ms. Cynthia E. Goble Mr. and Mrs. Henry P. Godby Golden Bear Booster Club Gregory & Appel Ms. Renee Gregory Mr. and Mrs. Brett Haacker Dr. and Mrs. William Haehl Mr. Ryan W. Haehl Halderman Farm Management


2015 Donors Mr. and Mrs. Timothy S. Hampton Mr. and Mrs. John F. Harness Mr. and Mrs. William Hart Ms. Gretchen Hasler Mr. and Mrs. Aaron Hatton Mr. Jaron Hatton Dr. and Mrs. John Hayes Mr. Robert Heflin Mr. and Mrs. Matthew J. Henninger Mr. and Mrs. David L. Hensley Mr. and Mrs. Richard Hidy Ms. Ellen D. Higgins Ms. Barbara A. Hill-Kidd Ms. Ann Hintz Mr. and Mrs. Robert D. Hoban Mr. and Mrs. Kevin Hoeing Mr. and Mrs. Michael R. Hoeing Mr. Jack Horner Ms. Lora Howard Mr. and Mrs. Randall Hubbell Mr. and Mrs. Gary Huber Mr. and Mrs. Brian L. Ingels Dr. Paul M. Inlow J & L Tool & Machine, Inc. J. R. Wortman Co., Inc. Mr. and Mrs. Ronald Jarman Mr. and Mrs. Walter H. Jernigan John F. Stickford Revocable Trust Mr. Curtis Johnson Mr. Brian L. Jones Mr. and Mrs. Gene Jones K. Brown Painting Inc. Kappa Kappa Kappa, Gamma Delta Chapter Mr. and Mrs. Philip W. Keppel Ms. Helen J. Kilby Mr. and Mrs. Carl Kissell Mr. and Mrs. Marvin D. Klare Knauf Insulation Mr. and Mrs. Robert B. Knecht Knights of Columbus Kopper Kettle Inn Restaurant Mr. Ron Kramer Mr. and Mrs. Dwain Kuhn Mr. and Mrs. Norman Kuhn Mr. and Mrs. Glen A. Kuntz Mr. and Mrs. Steve F. Lancaster

Ms. Anita L. Landwerlen Mr. and Mrs. James O. Landwerlen Mr. Joe Landwerlen Mr. and Mrs. Richard L. Larkey Ms. Carol N. Larrabee and Ms. Lisa M. Moore Mr. and Mrs. George Larrison Mr. and Mrs. Hitch Learned Jr. Lilly Endowment Community Scholarship Program Mr. and Mrs. Rich Lindamood Mr. Paul Lippert Mr. and Mrs. James R. Lisher Mrs. Helen M. Lorenz Mr. and Mrs. Richard W. Lorenz Ms. Betty Lux Mr. and Mrs. David J. Lux DDS Mr. J.D. Lux M.F. Beyer LP Major Hospital Makuta Technics, Inc. Mason Investment Advisory Services, Inc. Mr. and Mrs. Stephen L. Matney Ms. Cathy McCall Mr. and Mrs. Thomas B. McCarthy Mr. Jimmie McCracken Dr. and Mrs. Ron McDaniel Mr. and Mrs. Jerry B. McIntyre Mr. and Mrs. Timothy W. McKenney Mr. and Mrs. Josh McKenney Mr. and Mrs. Richard McKenney Mr. and Mrs. Lee McNeely Mr. and Mrs. Bill McPherson Ms. Jacquelyn D. Mellis Mr. and Mrs. Robert K. Messier Mr. and Mrs. James L. Meyer Metro Indianapolis Board of Realtors/Shelby Co. Division Ms. Linda B. Miller Mr. Brian Mings Mr. Greg Mings Mr. Donald R. Mohr Ms. Rita D. Mohr Mr. and Mrs. Greg Montgomery Ms. Carmelita E. Moore Mr. and Mrs. John W. Morris

Morristown Lions Club Mr. and Mrs. Neal A. Muldoon Ms. Patricia L. Murphy and Mr. Donald Blamberg Caden Nation Mr. and Mrs. Charles R. Neeb, Jr. Olinger Insurance Agency Inc. Oral F. Pile Trust Mr. and Mrs. David A. Overstreet Mr. and Mrs. William Pandak Peninsula Owners Association, Inc. Dr. and Mrs. James L. Peters Mr. Johnnie Peugh III Mr. and Mrs. David K. Phares II Mr. and Mrs. James R. Pherigo Mr. Dallas Phillips Ms. Destiny Pike Ms. Sarah R. Plunkett Plymate, Inc. Mr. and Mrs. Paul Pollman Mr. and Mrs. John M. Pouder Psi Iota Xi, Beta Phi Chapter Mr. and Mrs. Henry D. Rahe Ms. Diane Rammelsberg Mr. Todd Ray Ms. Annette Rayburn Mr. and Mrs. Kenneth R. Redden Mr. Cory Reed Mr. and Mrs. Gregory A. Reinbold Mr. and Mrs. Blake Ress Mr. and Mrs. Bryan Rice Dr. Scott T. Rosenfeld Mr. Thomas Rosenfeld Mr. Todd A. Rosenfeld Ms. Violet Ross Runnebohm Construction, Inc. Mr. and Mrs. Nick Runnebohm Sanders Jewelry Store Ms. Linda J. Sanders Denell Schacht Ms. Dawn M. Schnaiter Ms. Janet Schoentrup SCUFFY Mr. and Mrs. Douglas L. Seeman Sew Tec, Inc. Mr. and Mrs. Gene Sexton Shelby Co. Chamber of Commerce

Arts for Learning

“Nothing is impossible; the word itself says I’m POSSIBLE.” - Audrey Hepburn

2015 Annual Report • Imagine What’s POSSIBLE

Opera Ensemble

Arts in the Park

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2015 Donors Shelby Co. Co-Op Shelby Co. Council Shelby Co. Players Shelby County Commissioners Shelby County Medical Society Shelby Lakeside Corporation Shelby Materials Shelby Shifters Car Club, Inc. Shelbyville Lions Club Shelbyville Paint & Wallpaper Shelbyville Rotary Club Mr. and Mrs. J.R. Showers III Ms. Linda Simmons Mr. and Mrs. Douglas H. Smith Mr. and Mrs. Mark Smith Mr. and Mrs. Robert F. Smith Mr. and Mrs. Scott A. Smith Mr. and Mrs. Jerome J. Sobel Mr. and Mrs. John P. Soller Mr. and Mrs. Michael J. Soller Ms. Freda L. Solomon Ms. Debra J. Sommerfield Mr. and Mrs. Steve A. Spears St. Joseph Social Club Ms. Betsy R. Stephen Ms. Lorie S. Stephens Mr. and Mrs. Michael Stephenson

Thanks to All Our Donors

TOP

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Mr. and Mrs. Joe Stieneker Mrs. Roland Stine Mr. and Mrs. Carl D. Stotsenburg Mr. and Mrs. Ray H. Sullivan Supporters of Erica Marcum Mr. and Mrs. Bryan W. Swank Mr. and Mrs. Michael G. Sweet Mr. and Mrs. Eric J. Swift Mr. and Mrs. Aaron J. Swinford Mr. and Mrs. Sam Swinford Mr. G. Phillip Tevis Mr. and Mrs. Danny Thomas Mr. Darrell S. Thomas Mr. and Mrs. Michael S. Thomas Thurston Farms Partnership Mr. and Mrs. Samuel P. Thurston Mr. and Mrs. David S. Tomeo Mr. and Mrs. Donald M. Trent Turnkey Mechanical & Electrical Corp. Triton Youth Athletic Association VTI, INC. Wal-Mart #884 Waldron Area Ministries Waldron High School Class of 1960 Waldron Restaurant Mr. and Mrs. Robert R. Walton Mr. Bryan D. Waltz

Mrs. Martha Warble Mr. Mark Warner Mrs. Phylliss G. Weaver Mr. and Mrs. Paul D. Weddle Ms. Carol Ann Wells Mr. and Mrs. Robert D. Wesley Mrs. Doris Westerbeck Mr. and Mrs. John Wetnight Mr. and Mrs. Ray Wetnight Mr. and Mrs. David Wheeler Ms. Geraldine White Mrs. Mary K. Wickizer Mrs. Norman Willey Ms. Carolyn R. Williams Mr. and Mrs. Luke Williams Mr. and Mrs. Michael Williams Mr. and Mrs. Robert E. Williams Ms. Betha Wimmer Mr. and Mrs. Robert Wiseman Wortman LTD. Mr. and Mrs. Donald E. Wortman Mr. Robert Wortman WSVX Radio - Giant96 Mr. and Mrs. Robert R. Yeager Mr. and Mrs. Rob Yeend Mrs. Sheila Zike Dr. and Mrs. Daniel R. Zimny Mr. and Mrs. Noel W. Zook

REASONS TO GIVE THROUGH BLUE RIVER COMMUNITY FOUNDATION

• Trust - we provide careful stewardship of donors’ gifts

• Personalized Service - we offer a variety of giving options and flexibility

• Local Focus - we understand local needs

• Fulfill Giving Goals - we oversee a donor’s philanthropic wishes; forever

• Partnerships - we work with local leaders to maximize impact

• Build Endowment - we ensure that our funds will continue to grow as well as grant

• Individual Attention - we connect donors to causes they care about

• Tax Advantages - we recognize donors’ gifts for maximum tax benefits

• Multiply Gift Impact - we leverage donors’ gifts with other resources when available

• Lasting Effect - we anticipate POSSIBLE future needs for generations to come

www.blueriverfoundation.com


Types of Funds

Blue River Community Foundation provides several options for donors to make a gift. A charitable contribution can be made to an existing fund, or if a donor prefers, a new fund can be established. For more information on types of funds, or creating a new fund, please contact a member of our staff. We will work with you to connect you to the causes you care about.

HOW TO MAKE A GIFT Anyone can be a philanthropist with the Blue River Community Foundation. Donors can make gifts of any amount to an existing fund. Explore options by visiting the Giving to a Cause section of our website or simply clicking the donate button on our homepage to find a fund in your area of interest, or contact us to discuss the POSSIBILITIES of establishing a new fund. We can help you connect to a cause that matters to you with a gift of any size. Immediate gift options include cash, checks, and credit cards. For other gifts of personal property and planned gifts please contact our staff. ONLINE

Visit our website www.blueriverfoundation.com and click on the DONATE tab or learn more under the Give to a Cause section

MAIL

Gifts can be mailed to: Blue River Community Foundation 54 W. Broadway St., Suite 1 Shelbyville, IN 46176 Make checks payable to: BRCF Notate the name of the fund you want your gift directed in the memo line

VISIT US

Our office hours are M-F, 8:00 a.m. - 5:00 p.m. We accept cash, checks, and credit cards for gifts to existing funds and are available to discuss establishing a new fund

2015 Annual Report • Imagine What’s POSSIBLE

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2015 Grant Highlights HELPING MAKE CHARITABLE WORK POSSIBLE Serving and assisting charitable endeavors is a major part of the Foundation’s mission. Although grants in 2015 were awarded to a variety of projects and programs, these are a few examples of community grants that make great things POSSIBLE.

COMMUNITY GRANTS These grants are made from a number of unrestricted family funds, field of interest funds, and the BRCF Community Endowment Fund. Grants are awarded through a competitive application process. Grants are offered twice a year in the areas of Arts/Culture, Health, Education, Social Service & Civic programs/projects to meet ever-changing community needs. SENSES The ARC of Shelby County was awarded $8,500 to support the creation of a new and innovative alternative playroom. This playroom is filled with sensory items that are specialized for children with sensory processing disorders, autism, and in fact, children of all abilities. The response has been so positive that The ARC is now planning to expand into additional space. Families from surrounding counties, especially those with autistic children that benefit from this unique sensory gym have discovered Senses, especially since the Indianapolis media featured it in indywithkids.com and elsewhere. Senses is located at 1110 Amos Road in Shelbyville.

TENNIS The Shelby County Tennis Association received $5,000 to increase involvement in tennis by focusing on attracting more youth at younger ages to the sport, building lifetime interest, and growing competitive Shelby County programs. Several Saturday clinics were well-attended by children in several age groups. The provided age-appropriate equipment helps younger children master the basic tennis skills. The goal is to strengthen the entire tennis program from a very young age to competitive middle school and high school teams to a recreational, informal adult league.

LEADERSHIP SHELBY COUNTY After some great successes in the earlier years of Leadership Shelby County, which was in fact, the catalyst for starting the Blue River Community Foundation in 1988, the program had been inactive for several years. The Shelby County Chamber of Commerce restarted the program with much success, helped in part by a $8,500 grant. The new Leadership Shelby County has a well-planned curriculum that is modeled after the Johnson County Leadership program, and results in some community improvement projects developed by the class participants.

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2015 Grant Highlights CAPACITY BUILDING GRANTS “A rising tide lifts all boats.” BRCF believes strongly that investing in our nonprofit community’s capacity through training, professional development, and strategic use of professional consultants can increase the possibilities of what we can accomplish, together. In 2015, Shelby Senior Services received $1,500 for staff continuing education through the IU Lilly School of Philanthropy; the Shelby Community Health Clinic received $5,000 for professional assistance in the necessary transitions in their operational model to comply with the changes in the health care laws; and BRCF partnered with SCUFFY to offer a Nonprofit Learning Series that consisted of several workshops lead by professional consultants to help nonprofits learn how to tell their stories and how to better market themselves.

PARTNERSHIP GRANTS Blue River Community Foundation is honored to partner with the City of Shelbyville and Shelby County Councils to assist in the administration of the grants from the endowment funds created from a portion of the Racino revenues received by the City and County. The Foundation provides financial management of the endowments, assistance to the nonprofit organizations applying for the grants, and the grants committee reviews and recommends grants for funding to the City and County Councils. These funds are a permanent resource that will benefit the community forever. Projects and programs made POSSIBLE in 2015 by this partnership include the Gleaners BackSacks program, batting cages at Babe Ruth Park, equipment at Girls Inc, the softball/baseball fields at the Boys and Girls Club, lab fees for Healthy Partners, technology upgrades at Senior Services, Mainstreet Shelbyville for the cleaning and repair of the Balsar Statue, and Central Indiana Land Trust to assist with the parking lot at Meltzer Woods.

COMMUNITY ENGAGEMENT GRANTS Blue River Community Foundation’s vision is to encourage philanthropy and inspire action that improves all lives and builds stronger communities in Shelby County. To raise awareness of a wider variety of organizations, including new grassroot efforts, and involve Shelby County citizens in our charitable work, BRCF offers various community engagement granting opportunities. During 2015, BRCF conducted two: Teacher Appreciation Grants and November Mini-Grants.

TEACHER APPRECIATION GRANTS To celebrate National Teacher Appreciation Month in May, BRCF recognized and rewarded teachers who are making a difference in the classroom. Students, parents, past students, or colleagues were asked to nominate a teacher who has impacted their lives. $250 grants were presented to the winning teacher at each of Shelby County’s fifteen schools.

NOVEMBER MINI-GRANTS November is National Philanthropy Month and BRCF celebrated by awarding a $1,000 grant each week during the month to local nonprofits. Twenty Shelby County organizations were nominated during October. Those organizations were then posted on our Facebook page for public voting. The 2015 recipients were: Morristown Boys & Girls Club, St. Joseph Elementary, Triton Central Band & Guard Boosters, and Waldron Elementary PTO.

2015 Annual Report • Imagine What’s POSSIBLE

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Community Granting Blue River Community Foundation distributes grants to a variety of areas. These charts illustrate the impact these grants have on our community.

2015 GRANTS DISTRIBUTION

$1,304,513.92 Granted UNRESTRICTED COMMUNITY GRANTS DISTRIBUTION Blue River Community Foundation currently administers over thirty unrestricted funds that address local community needs. Causes come and go, but these funds allow BRCF to meet ever-changing needs through the power of unrestricted giving.

Designated & Agency Funds $548,079.52 Field of Interest Funds $91,167.45

Unrestricted Community Funds $152,123.45

Scholarship Funds $239,555.00

Donor Advised Funds $273,588.50

Arts/Culture $21,536.00 Civic $26,892.45 Social Services $38,375.00 Education $30,000.00 Health $35,320.00

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2015 Grants UNRESTRICTED COMMUNITY GRANTS These grants are made from a number of unrestricted family funds, field of interest funds, and the BRCF Community Endowment Fund. Grants are awarded through a competitive application process. Grants are offered twice a year in the areas of Arts/Culture, Health, Education, Social Service & Civic programs/projects.

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

BRCF Community Endowment Fund

Shelby Senior Services, Inc.

Staff development

$1,500.00

Shelby Community Health Center

Professional consultant to lead strategic planning with board/staff

$5,000.00

Shelby County Reads

2015 community reads programming

$3,000.00

Shelby Arts Alliance

Music in the Park

$4,230.00

Shelby Arts Alliance

Crosswalk painting project

Columbus Indiana Philharmonic

August Music in the Park performance

Shelby Co. Life Long Learning Corp.

Two year licensing for Career Cruising in all County middle & high schools

$6,930.00

Connect2Help

Program support

$2,233.00

Southwestern High School

Greenhouse project

Shelby Co. Chamber of Commerce

Leadership Shelby County

$8,500.00

Knights of Columbus

Ultrasound machine for the SC Pregnancy Care Center

$9,000.00

Triton Elementary

Indoor, portable GaGa dodgeball pit

$4,825.00

The Arc of Shelby County

Senses Playroom

$7,421.60

Shelby County Tennis Association

Get in the Game programming

$3,744.00

Shelby Senior Services, Inc.

Home modification program

$5,753.00

Shelby County Schools

Teacher appreciation mini-grants

$3,750.00

St. Joseph Elementary

Support for school projects

$1,000.00

Morristown Boys & Girls Club

Support for new van

$1,000.00

Waldron Elementary PTO

Support for school projects

$1,000.00

Triton Central Band & Guard Boosters, Inc

New drum set

$1,000.00

SSA Crosswalk Painting

Unrestricted grants make a wide variety of projects and programs POSSIBLE.

SWHS Greenhouse

$78.77 $950.00

$15,000.00

National Philanthropy Month Mini-grants:

SSS Home Modification 2015 Annual Report • Imagine What’s POSSIBLE

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2015 Grants

UNRESTRICTED COMMUNITY GRANTS, continued

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

BRCF Memorial Fund

SCUFFY

Expansion of Meals on Wheels program

$1,167.00

BRF Immediate Response NP Fund

Boy Scout Troop #203

Eagle Scout project for Shelbyville Boys/Girls Club

Triton Elementary

Writing Toolbox project

$67.00

Shelby County Council on Aging

Mulch for senior yard beautification day

$64.20

BRCF Operating NP Fund

Indiana Philanthropy Alliance

Professional support services

Dalton Family Fund

Girls Inc.

Teen summer camp programming

Ewing Family Fund

Shelby Co. Babe Ruth

Final phase of fence project

Lemmon Family Fund

Girls Inc.

Teen summer camp programming

$268.00

Marshal & Marie Shaw Fund

Girls Inc.

Teen summer camp programming

$695.00

McCrea Family Fund

SCUFFY

Expansion of Meals on Wheels program

$2,637.00

Shelby Senior Services, Inc.

Home modification program

$4,145.00

$500.00

$1,870.00 $376.00 $4,654.00

Grants help make differences 21

www.blueriverfoundation.com


UNRESTRICTED COMMUNITY GRANTS, continued

2015 Grants

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Morris L. Rose and Mary F. Rose Fund

Blue River Sports Authority

Upgrades to cross country venue at Blue River Memorial Park

$9,543.00

Shelby Senior Services

Home modification program

$9,876.00

Phil & Nancy Brown Family Fund

Girls Inc.

Teen summer camp programming

Plymate Family Fund

SCUFFY

Expansion of Meals on Wheels program

$1,945.00

Girls Inc.

Teen summer camp programming

$4,298.00

Raymond Beck Memorial Fund

Girls Inc.

Teen summer camp programming

$336.00

Robert D. & Phyllis Ann Ellison Fund

The Strand Theatre of Shelbyville

Design plan for annex project

$2,500.00

SCUFFY

Expansion of Meals on Wheels program

$1,736.00

SCUFFY

Expansion of Meals on Wheels program

$2,515.00

Shelby Senior Services, Inc.

Home modification program

$2,515.00

Shelby County Public Library

Summer reading program

$1,500.00

Shelby Senior Services, Inc.

Home modification program

$2,011.00

Girls Inc.

Teen summer camp programming

Showers Family Fund

Tobin Family Fund

Tom Hession Memorial Fund

in our community

$647.00

$255.00

POSSIBLE. 2015 Annual Report • Imagine What’s POSSIBLE

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2015 Grants UNRESTRICTED COMMUNITY GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Northeastern Hometown Community Fund

Morristown Matters

Building for the Morristown Community Agri-Ed Co-operative

$5,000.00

Northwestern Hometown Community Fund

Triton Elementary

Archery program

$1,380.00

Southwestern Hometown Community Fund

Southwestern Consolidated Schools

Greenhouse project

$1,500.00

Waldron Area Hometown Community Fund

Waldron Beautification Committee

Signs for Little Free Library & planter

Waldron Beautification Committee

Flowers for downtown pots

$213.12

Waldron Beautification Committee

Community bulletin board

$272.04

Waldron Beautification Committee

Welcome to Waldron banner

$405.12

Waldron High School

Implementation of ALEX math program

$950.00

Indiana Division of Forestry

Trees for Waldron Clean Up Day

Waldron United Methodist Church

Support for the Waldron Communicator

HOMETOWN COMMUNITY FUNDS

TCES Archery

$73.60 $250.00

“All things are

SW Greenhouse

POSSIBLE with

a little creativity and a lot of desire.” -Anonymous

Little Free Library

Agri-Ed Co-Op

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$44.00

www.blueriverfoundation.com

TOTALS:

54 Grants

BRCF has established four geographic area funds, called “Hometown Community Funds.” Each fund serves one of the four corners, or quadrants, of Shelby County by generating grants that will benefit projects or organizations serving the residents of each fund’s designated area. Each area is determined by the borders of the County’s school districts. Grants are selected by an advisory committee of residents from each area. Visit our website or contact our office to learn more about our Hometown Community Grants.

$152,123.45


2015 Grants FIELD OF INTEREST GRANTS Field of interest grants provide a source of funding for various community needs. These grants are made from field of interest funds that donors establish because of a specific area of interest they are passionate about and wish to assist. Beautification, health, literacy, the elderly, arts and culture, and at-risk youth are few examples of areas that donors may feel a personal connection to supporting. FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Indiana Coalition for the Arts

Support for arts advocacy

$100.00

Herron School of Art

Honors art camp scholarship

$800.00

Triton Elementary

Expansion of ‘Cupcakes & Canvas’ program for students

$2,300.00

Shelby Co. Historical Society

Blue River Valley Pioneer Fair

$8,814.00

Morristown HS Band Boosters

Drum cases & transportation costs

$2,700.00

Shelby Co. Arts Fest

Arts in the Park

$2,500.00

Triton Elementary

Professional NAEA conference for two art teachers

$1,600.00

T. A. Hendricks Elementary

Joseph & the Amazing Technicolor Dreamcoat musical production

Coulston Elementary

School musical, ‘Sleeping Beauty, Kids’

Shelby Art Guild Association

Art class supplies

$500.00

Indianapolis Opera

2015 opera performances for Shelby County students

$785.00

Monna Linne Memorial Nurse of the Year Fund

Krystal Barnard c/o Major Hospital

Annual Nurse of the Year award

$500.00

Dr. Nancy Dayhoff Professional Development Award

Chris Coulston c/o Major Hospital

Annual continuing education nursing award

$500.00

Arts & Culture Arts NP Fund

Herbert B. and Lillian N. DePrez Opera Education Fund

$900.00 $1,000.00

Awards

2015 Annual Report • Imagine What’s POSSIBLE

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2015 Grants FIELD OF INTEREST GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Beautification Norman Willey Beautification Fund

Major Hospital Foundation

New facility landscaping

$5,000.00

Blue River Sports Authority

Upgrades to cross country venue at Blue River Memorial Park

Education Education Promotion NP Fund

National Center for College Costs

Community FAFSA Days and scholarship screening reports

Great Grants For Teachers Fund

Triton Elementary

Writing Toolbox project

$433.00

Shelbyville Middle School

Little Free Library support program

$500.00

Ronald McDonald House

Client assistance

$422.00

Children’s Organ Transplant Assoc.

Support for an Indiana child in need of an organ transplant

Major Hospital Foundation

Cancer patient assistance

Joseph and Laura Plymate Fund for Beautification

Health Michael Todd Gahimer Memorial Trust

Stephen Simmons Fund

Grant Application Process

25

$457.00

$12,500.00

$1,703.00

Organizations interested in submitting a grant request must first submit a grant interest form or discuss the grant with Lynne Ensminger, BRCF Program Administrator. If the grant request meets BRCF’s funding guidelines, the organization will be invited to submit a full grant application packet for the competitive selection process.

www.blueriverfoundation.com

$92.05


2015 Grants FIELD OF INTEREST GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Hunger Shelby County Pantry Pals NP

The Salvation Army

Food pantry support

$4,500.00

First Baptist Church

Food pantry support

$1,500.00

Shelbyville Seventh-Day Adventist

Food pantry support

$2,250.00

Little Blue River Friends Church

Food pantry support

$2,250.00

Shelby County Human Services

Food pantry support

$4,500.00

Southwestern High School

Food backpacks for students

Shelby County Public Library

Morristown Imagination Library program promotion/management

$4,644.00

Morristown Elementary

Read On program

$3,600.00

The Arc of Shelby County

Senses Playroom

$311.40

About Special Kids

Parent education project

Hugs & Kisses Fund

The Arc of Shelby County

Senses Playroom

$767.00

Recreation Founders Fund for Recreation

Shelby County Tennis Association

Get in the Game programming

$366.00

$300.00

Literacy Morristown Imagination Library Fund NP

Special Needs Bueford and Caryl Loper Robbins Fund

BRCF conducts two competitive community grant cycles per year: Cycle 1: May 1st Deadline Cycle 2: September 1st Deadline

$1,000.00

Grant Application Deadlines

*Other grant opportunities may or may not follow these same deadlines. Please contact BRCF or visit our website for detailed information.

2015 Annual Report • Imagine What’s POSSIBLE

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2015 Grants FIELD OF INTEREST GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

BRCF Youth Philanthropy Council Endowment Fund

Girls Inc.

Lemonade stand project

BRCF Special Project NP Fund

Shelby County Human Services

Early Head Start program support

$1,000.00

Girls Inc.

Golf program - Memorial gifts for Bill “Billy White Shoes” Johnson

$410.00

Class of 1960 Waldron High School NP Fund

ICOO Youth Conservation Camp

Camp fees for two Waldron youth

$700.00

Donald S. & Frances M. Henry Fund

Girls Inc.

Teen summer camp

Gleaners

Shelby County BackSacks program

Dr. Milton M. Wells Memorial Fund

Flat Rock River YMCA Camp

Camp fees for local youth

$371.00

Jack R. Tindall Memorial Fund

Shelby County Tennis Association

Get in the Game programming

$635.00

Paul & Velta Harrell Memorial Youth Fund

Gleaners

Shelby County BackSacks program

Shelby County Babe Ruth

Final phase of fence project

Shelby County Youth Assistance Program

State & Federal filing fees for charitable status

Gleaners

Shelby County BackSacks program

Shelby County Tennis Association

Get in the Game programming

Youth

Shelby County Youth Shelter Fund

Zane Meltzer Memorial Fund

TOTALS:

27

www.blueriverfoundation.com

$274.00

$47.00 $10,409.00

$99.00 $4,461.00 $420.00 $1,992.00 $255.00

37 Grants

$91,167.45


2015 Grants DONOR ADVISED GRANTS Donor advised grants are awarded by individuals, families, or businesses who have established donor advised funds at BRCF. These funds permit greater convenience and flexibility for donors to support various charitable organizations. They are an attractive alternative to a private foundation. Donors also enjoy knowing that BRCF will work with them strategically to determine where their gift will make the largest impact in the community. FUND

GRANTEES

PURPOSE OR PROGRAM

Beaty/C-Tech Non-Permanent Fund

Shelby Co. Drug Free Coalition

General operating support

Major Hospital Foundation

Support for the new hospital

Blue River Foundation, Inc.

Operating endowment support

ARTBA Transportation Development Foundation

Scholarships

$1,000.00

American Cancer Society

Shelby County Relay for Life in memory of Amy Crafton

$2,500.00

Riley Children’s Foundation

R. Roper Down Syndrome Research

$500.00

Youth for Christ

Triton schools programming

$500.00

FUSE, Inc.

General operating support

$500.00

Wheeler Mission Ministries

General operating support

$1,000.00

Triton Central-Athletic Fund

Support for athletics programs

$1,000.00

Alzheimer’s Assoc., Central Indiana Chapter

General operating support

$1,000.00

Girls Inc.

General operating support

$1,500.00

Blue River Foundation, Inc.

General operating support

$1,000.00

Down Syndrome Indiana

General operating support

$4,000.00

Christian Church Disciples of Christ

NPC Children’s Food Program - Swaiziland

$15,000.00

SCUFFY

2015 Annual Campaign Support

$17,500.00

Franklin Township Education Foundation

General operating support

$1,000.00

Hancock Co. Community Foundation Inc.

General operating support

$1,000.00

Hancock County Food Pantry

General operating support

$1,000.00

Indiana Youth Group

General operating support

$1,000.00

Julian Center

General operating support

$1,000.00

SC Relay for Life

Girls Inc.

SC Drug Free Coalition

AMOUNT $250.00 $5,000.00 $11,800.00

SCUFFY 2015 Annual Report • Imagine What’s POSSIBLE

28


2015 Grants DONOR ADVISED GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Beaty/C-Tech Non-Permanent Fund, con.

Triton Central High School

PGC basketball scholarships

$1,600.00

Southern Hancock Education Foundation

General operating support

$1,000.00

Triton Central - Technology Fund

Support for technology needs

$1,000.00

Coburn Place

General operating support

$2,000.00

The Trevor Project

General operating support

$1,000.00

The Jackson Center for Conductive Education

General operating support

$1,000.00

Shelby Community Health Center

General operating support

$1,000.00

Caldwell Family Fund

Morristown Boys & Girls Club

General operating support

$500.00

Edward J. and Naomi I. Plunkett and Robert E. and Mary E. Plunkett Fund

Girls Inc.

Operating endowment support

$600.00

Leadership NP Fund from Indiana-American Water Co.

Shelby Senior Services, Inc.

General operating support

$47.30

BUILD A LEGACY Turn your gift into a lasting legacy by establishing a permanently endowed fund bearing your family or business name. Let us help you build a tradition of giving that will benefit the causes you care about forever.

29

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2015 Grants DONOR ADVISED GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Marks-DePrez Community Arts Fund

Shelby Co. Historical Society

General operating support

$50.00

Shelby Co. Players

General operating support

$100.00

Shelby Art Guild Association

General operating support

$250.00

Shelbyville Central Schools

Teacher grants for attending quality of life meeting

$500.00

Shelbyville High School Choral Boosters

General program support

$50.00

Shelbyville High School Band Boosters

General program support

$50.00

Morristown HS Music Department

General program support

$50.00

Morristown High School

Classroom supplies

$50.00

Triton Elementary

Classroom supplies

$50.00

Morristown Elementary

Music program support

$50.00

Southwestern High School

Support for art program

$50.00

Waldron High School

Art program support

$50.00

Triton Central High School

Music program support

$50.00

Triton Middle School

Art program support

$50.00

“The function of Art is to do more than tell it like it is. It’s to imagine what is POSSIBLE.” - Bell Hooks

Touching Lives Through the

ARTS

Blue River Community Foundation provides funding for arts and cultural projects, programs, and organizations serving the Shelby County area to foster community engagement, professionalism and long-term growth in the Shelby County arts community.

2015 Annual Report • Imagine What’s POSSIBLE

30


2015 Grants DONOR ADVISED GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

McNeely Family Fund

Young Life

Program support

$1,344.15

Pancreatic Cancer Assistance Fund

Major Hospital Foundation

You Are Not Alone Fund

Community Hospital North

Patient support

Major Hospital Foundation

You Are Not Alone Fund

Hancock Regional Hospital Foundation

Sue Wortman Cancer Center

The Indianapolis Scottish Rite Cathedral Foundation

Preservation of historic cathedral

$1,000.00

SCUFFY

2015 campaign support

$1,000.00

Indiana Masonic Home Foundation

Support for the Masonic Home

$5,000.00

Morristown United Methodist Church

General operating support

$15,000.00

Major Hospital Foundation

Support for new hospital

$10,000.00

Shelby Senior Services, Inc.

General operating support

$500.00

Various Charities

Charitable program support

$700.00

Morristown Boys & Girls Club

General operating support

Robert and Sue Wortman Fund

Sue Wortman Cancer Center

Young Life

www.blueriverfoundation.com

$1,000.00 $525.00 $90,000.00

$1,000.00

Major Hospital

Shelby Senior Services

31

$592.05


2015 Grants DONOR ADVISED GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Wortman Family Fund

Hancock Regional Hospital Foundation

Sue Wortman Cancer Center

$5,000.00

The Salvation Army

2015 Christmas campaign for Shelby County

$5,000.00

Taylor University

Taylor Fund

Shelby County Public Library

General operating support

$5,000.00

Taylor University

Taylor Fund

$1,000.00

Morristown United Methodist Church

Support for programs and operations

Habitat for Humanity

Program support

$1,000.00

Northeastern Home Town Area Fund

Fund support

$1,000.00

Blue River Foundation, Inc.

Judith Erlewein Scholarship Fund in honor of Judith’s birthday

United Methodist Committee on Relief

Advance #999865 undesignated support

$1,000.00

Morristown United Methodist Church

Support for general operating expenses & mission work

$8,625.00

Shelby County Public Library

Morristown Branch

$1,000.00

Gleaners Food Bank

Shelby County program support

$1,000.00

Pantry Pals

Local food pantry program support

$1,000.00

Morristown Boys & Girls Club

General operating support

$5,000.00

The Salvation Army

Pathways of Hope program

$1,000.00

American Legion Auxiliary Unit 102

Hoosier Girls State for one Morristown HS student

SCUFFY

2015 campaign support

$1,000.00

United Methodist Committee on Relief

Advance #901670 US Disaster Response

$1,000.00

K-LOVE Radio

Support for Christian radio

UMC on Relief

“Start by doing what’s necessary; then do what’s POSSIBLE; and suddenly you’re doing the impossible.” - St. Francis of Assisi

Pantry Pals

TOTALS:

$10,000.00

$16,055.00

$250.00

$300.00

$500.00

78 Grants

$273,588.50

2015 Annual Report • Imagine What’s POSSIBLE

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2015 Grants DESIGNATED & AGENCY GRANTS Designated grants are made from permanently endowed designated funds established by donors wishing to support one or more nonprofit organizations annually, forever. Similarly, agency grants are made from designated funds that nonprofit organizations establish because they realize the importance of sustainability. Knowing that they will receive an annual payout to help with operating expenses, organizations can spend less time and resources on annual fundraising, and more time focusing on their mission.

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Alice Cheney Fund for First Baptist Church

First Baptist Church

General operating support

$2,647.00

Arthur M. Thurston Family Fund for Town Hall

Blue River Foundation, Inc.

Maintenance support for building

$6,297.00

Blue River Fdn. Operating End.

Blue River Foundation, Inc.

General operating support

$49,338.00

Boy Scouts of Shelby County Fund

Boy Scout Troop #203

Trainings and programming

$1,105.00

Boys Club Martin and Mary Schulz Fund

J. Kenneth Self Shelbyville Boys & Girls Club

Support for youth programs

$826.00

Boys Club Capital Campaign NP Fund

J. Kenneth Self Shelbyville Boys & Girls Club

General operating support

$7,000.00

Briley Heritage Fund for Trinity United Methodist Church

Trinity United Methodist Church

General operating support

$2,209.00

Chin-Sang/Kidman Fund for M. H. Imaging Center

Inlow Imaging Center of Major Hospital

Educational & professional development support for staff of Imaging Center

$4,125.00

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2015 Grants DESIGNATED & AGENCY GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

City of Shelbyville Fund

City of Shelbyville

Community grants

$18,000.00

Class of 1960 Waldron High School Nonpermanent Fund

ICOO Youth Conservation Camp

Camp fees for two Waldron children

$700.00

Elaine and Bill Haehl Endowment for BRCF Operations

Blue River Foundation, Inc.

General operating support

$520.00

Fred and Alta Ropp Swinford Fund

Flat Rock Cemetery Association

Annual support for upkeep & maintenance of cemetery

$728.00

Girls Inc. Agency Endowment Fund (Schulz)

Girls Inc.

Support for programming

$802.00

Girls Inc. Designated Endowment

Girls Inc.

General operating support

$2,769.00

H.E.R.S. (Helena Ermadell Reinhardt Stine) Fund

Morristown Imagination Library

General program support and promotion

$4,644.00

Herbert B. DePrez Library Fund

Shelby County Public Library

Purchase new books

Hospice of Shelby County Fund

Hospice of Shelby/Decatur County

General operating support

$4,580.00

James H. Nail Trust for Major Hospital

Major Hospital

General operating support

$1,122.00

$806.00

Making differences for Shelby County Residents POSSIBLE...forever!

2015 Annual Report • Imagine What’s POSSIBLE

34


2015 Grants DESIGNATED & AGENCY GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Jina Lea Meyer Memorial Fund

Major Hospital

Purchase treasure chest items for children in Pediatrics unit

John C. & Martha Jane DePrez Fund

J. Kenneth Self Shelbyville Boys & Girls Club

Support for building maintenance

$5,353.00

Girls Inc.

Support for building maintenance

$5,353.00

John L. Tindall Trust for Major Hospital

Major Hospital

General operating support

$5,994.00

Library Enrichment Fund

Shelby County Public Library

General operating support

$5,150.00

Lorita Crafton Endowment to Benefit BRCF Operations

Blue River Foundation, Inc.

General operating support

$2,315.00

Louis and Mary Peduto Scholarship

St. Joseph Elementary

Tuition assistance

$489.00

Mac and Ruth McClanahan Fund

D.A.R.E

General program support

$280.00

Martha Ford Soller Scholarship Fund

St. Joseph Elementary

Tuition assistance

$344.00

Shelby Community Health Center

D.A.R.E.

35

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Marietta Volunteer Fire Dept.

$503.00


2015 Grants DESIGNATED & AGENCY GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Mildred McCrea Designated Fund

ISU Foundation

General operating support

$23,817.80

Shelby Community Health Center

General operating support

$23,817.80

Shelby County Public Library

General operating support

$23,817.80

Shelby Co. Masonic Lodge #28

Support for charitable programming

$23,817.80

Order of the Eastern Star #73

Support for charitable programming

$23,817.80

Blue River Foundation, Inc.

General operating support

$23,817.80

Marietta Vol. Fire Department

General operating support

$23,817.80

Mt. Gilead Baptist Church

General operating support

$23,817.80

Shelby Senior Services, Inc.

General operating support

$23,817.80

Major Hospital Foundation

General operating support

$23,817.80

Mildred Sandman Fund

First Baptist Church

Support for youth programs or beautification of church

Morris and Helen Tobin Fund

Shelby Co. Historical Society

General operating support

$804.00

The Salvation Army

General operating support

$804.00

Morristown Boys & Girls Club

General operating support

$344.00

Morristown Boys & Girls Youth Endowment Fund

$1,505.00

SC Public Library Salvation Army

Morristown Boys & Girls Club 2015 Annual Report • Imagine What’s POSSIBLE

36


2015 Grants DESIGNATED & AGENCY GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Morristown Imagination Library Fund NP

Dollywood Foundation

Book mailing costs for Morristown children

$4,200.00

Otto W. Harris Memorial Fund

Blue River Career Programs

Advanced Manufacturing Academy

Personnel Management, Inc. Fund

Blue River Career Programs

Purchase job seeking and career materials for students

$643.00

Robert J.& Janet L. Joesten IN Girls/Boys State Fund

Triton Central High School

Hoosier State fees for TCHS students

$460.00

Roger A. Shaw Memorial Fund

Shelbyville High School Choral Boosters

Show choir camp fees

$745.00

The Salvation Army Fund

The Salvation Army

Annual support

$1,419.00

Scott and Gay Mullins Fund for Salvation Army

The Salvation Army

Annual support

$712.00

Joseph Agency Endowment Fund for SCUFFY

SCUFFY

Annual support

$51.00

Price Trust Designated Endowment Fund for SCUFFY

SCUFFY

Annual support

$4,345.00

Schulz Trust Designated Endowment Fund for SCUFFY

SCUFFY

Annual support

$40,625.00

SCUFFY Agency Operating Endowment Fund

SCUFFY

Annual support

$6,267.00

37

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$10,033.00


2015 Grants DESIGNATED & AGENCY GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

DePrez Agency Endowment for SCUFFY

SCUFFY

Annual support

$8,984.00

SCUFFY Designated Operating Endowment Fund

SCUFFY

Annual support

$530.00

Shelby County Cancer Assn. Fund

Cancer Association of Shelby County

General operating support

Shelby County Extension Homemakers WBBC

Shelby Co. Purdue University Coop. Extension

Women & children’s educational programming

Shelby County Free Clinic Fund

Shelby Community Health Center

General operating support

Shelby County Fund

Shelby County Council

Local Racino charitable grants

$26,332.00

Shelby County Players Fund

Shelby Co. Players

Feasibility study and Aladdin Jr. expenses

$10,000.00

Shelby Co. Players

Professional consulting services

Waldron FFA Alumni #IN0262

National convention expenses

Waldron FFA Alumni #IN0262

FFA program expenses

$8,000.00

Shelby Senior Services Fund

Shelby Senior Services, Inc.

General operating support

$1,325.00

Shelbyville-Shelby County Public Library Foundation Fund

Shelby County Public Library

General operating support

$5,633.44

Strand Special Project Fund

Strand Theatre

Renovations/restoration work

Strand Theatre

General Operating Support

Shelby Eastern FFA Fund (NP)

2015 Annual Report • Imagine What’s POSSIBLE

$1,413.00

$234.00

$4,252.00

$7,500.00 $500.00

$13,243.08 $9,999.00

38


2015 Grants DESIGNATED & AGENCY GRANTS, continued FUND

GRANTEES

PURPOSE OR PROGRAM

The Sandy Allen Fund

Girls Inc.

Support for girls that need financial help to participate in programs

$312.00

Triton Central Schools Fund

Northwestern Consolidated Schools

Educational programming support

$321.00

Waldron Imagination Library Fund NP

Dollywood Foundation

Book mailing cost for Waldron children

Walter and Edna Cuskaden Fund

Blue River Career Programs

General operating support

$113.40

Waldron Volunteer Fire Department

General operating support

$113.40

SCUFFY

Annual support

$113.40

Shelby County Public Library

General operating support

$113.40

The Salvation Army

General operating support

$113.40

Morristown Boys & Girls Club

General operating support

$1,000.00

Willard E. Hensley American Legion Post 102 Fund

TOTALS:

AMOUNT

75 Grants

$2,800.00

$548,079.52

GIVE: Comfortably, Conveniently, and Cost-Effectively Sustainable annual operating dollars for an organization near to your heart. . . “Do all the good you can and make as little fuss about it as POSSIBLE.� -Charles Dickens

Grants that take advantage of future, unknown opportunities to support a specific cause you love. . . A fund named for your family that will support a wide variety of initiatives in the community, forever. . . There are a variety of options to support your community and the causes or organizations you care about. With a gift of only $5,000 you can establish a new fund and make an impact that creates a legacy, supports a cause, and benefits the community forever.

39

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2015 Scholarships STUDENT SCHOLARSHIPS The Foundation awarded its first scholarships in 1994. Since that time, the generosity of our donors has provided funding to award over $2.7 million in scholarships to over 1,900 students. We are firmly committed to helping students in our community pursue and complete higher education degrees.

Amanda Zook Memorial Scholarship NP Fund Mr. Garret A. Hartman

Charles Sindlinger Scholarship Trust $500.00

Arthur and Hazel McKenney Scholarship Fund Ms. Shelby J. Gibson

$1,000.00

Arthur M. Thurston Franklin College Scholarship Fund Ms. Ashley Smith

$6,009.00

Bruce C. Douglass Memorial Scholarship Fund Ms. Kaitlyn A. Borowitz

$300.00

Carol Browning Memorial Scholarship Fund Mr. Adam Allen

$500.00

Chester G. and Mildred M. Sandman Scholarship Fund

Mr. Nathan W. Glidden

$1,000.00

Ms. Emily D. Pierce

$1,000.00

Ms. Katelyn E. Lawson

$1,000.00

Ms. Alexandra N. Lubbe

$1,000.00

Chin-Sang/Kidman Scholarship Fund

Ms. Betzaira J. Suarez Ramos

$2,000.00

Ms. Katelin E. Dodd

$1,500.00

Ms. Katelin E. Dodd

$1,000.00

Mr. Joel Holland

$1,000.00

Mr. Tanner Phares

$1,000.00

Ms. Rose Holly

$1,000.00

Ms. Kennedy A. Ross

$1,000.00

Ms. Courtney A. Cochard

$1,500.00

Ms. Meghan N. Baker

$1,000.00

Mr. Danny Robinson

$1,000.00

Ms. Kay L. Brokering

$1,000.00

Ms. Olivia C. Mohr

$1,000.00

Mr. Colin Z. Phelps

$1,000.00

Ms. Kayla S. Hackworth

$1,000.00

Mr. Hunter D. Anderson

$1,000.00

Mr. Charles D. Kocher

$1,260.00

Christopher Graham Spear Memorial Scholarship Fund Ms. Macy A. Pettis

$500.00

City of Shelbyville Scholarship Fund Mr. Hunter D. Anderson

$500.00

“The difference between POSSIBLE and impossible lies in a person’s determination.” -Tommy Lasorda

2015 Annual Report • Imagine What’s POSSIBLE

40


2015 Scholarships Class of 1960 Waldron High School Nonpermanent Fund

David Boyd Memorial Scholarship Fund

Mr. Michael Justice

$1,000.00

Ms. Morgan Atwood

$2,000.00

Ms. Amanda Meek

$2,000.00

Daniel and Emma Avery Scholarship Trust

Floyd and Mildred Wagoner Scholarship Fund

Mr. Brady M. Gossett

$500.00

Delta Theta Tau (Zeta Lambda Chapter) Scholarship Ms. Shana M. Vanover

$500.00

Ms. Kendall Redd

$1,200.00

Ms. Jennifer N. Wheeler

$500.00

Mr. Shawn J. Leffler

$2,000.00

Ms. Laura Crosby

$1,200.00

$1,500.00

Ms. Megan L. Spegal

$500.00

Mr. Jacob Leffler

$2,000.00

Ms. Macy A. Pettis

$500.00

Mr. James K. Polston

$1,500.00

Mr. Chet T. Mudd

$500.00

Ms. Devan Himstedt

$2,000.00

Mr. Joel Holland

$2,000.00

Mr. Adam Allen

$2,000.00

Dr. Phyllis J. Fleming Ph. D. Scholarship Fund

Ms. Makaela Hill

$4,000.00

Ms. Shana M. Vanover

Ms. Hannah Wolsiefer-Leak

Ms. Laura Crosby

George E. Kent Scholarship Fund Trust Mr. Ethan M. Nash

$1,008.00

Ms. Katherine E. Branson

$1,008.00

$650.00

Hugh Leary Memorial Scholarship Fund

Dr. V. Brown Scott and Harold McWilliams Scholarship Fund $1,000.00

$1,400.00

Gene and Kay Dellekamp Scholarship Fund

Mr. Cameron Hankins

Daniel F. & John R. Hayes Scholarship Fund

Ms. Caitlin Hensley

Mr. Derek W. Blain

$1,000.00

$1,190.00

Scholarships help students 41

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2015 Scholarships J. S. “Sid” Glasson Scholarship Trust

John D. Haehl Scholarship Fund

Ms. Ashley Zerr

$4,300.00

Ms. Brittany Newsom

$1,500.00

Ms. Jordan Achenbach

$1,150.00

Ms. Jenna Hebbe Ms. Hannah Wolsiefer-Leak

$750.00 $3,300.00

James D. McKinney Scholarship Fund Mr. James K. Polston

$1,450.00

John F. Stickford Nursing Scholarship Fund Ms. Megan Jaynes

$11,000.00

Ms. Hannah Nuthak

$11,000.00

Mr. Mitchell Carter

$500.00

$1,000.00

$550.00

$500.00

Ms. Morgan Kent

$500.00

Karol Carwein Elementary Education Scholarship

$1,100.00

Mr. Samuel B. Swinford

$1,100.00

Joseph and Laura Plymate Scholarship Fund $545.00

$1,000.00

Laura H. Billman Scholarship Trust Ms. Kaitlyn A. Borowitz

$1,387.00

Mr. Charles D. Kocher

$1,387.00

Lorita Crafton Scholarship Fund Ms. Kayla E. Gaddie

make their dreams

$550.00

Katie Ernstes Scholarship Fund Ms. Sydney C. Gilles

Ms. Megan L. Spegal

Mr. Samuel B. Swinford

Ms. Lauren Huffman

Ms. Katelyn N. Rumple

John R. Foltz Memorial Scholarship Fund

Joe and Ruth Landwerlen Scholarship Fund Mr. Christopher L. Piersall

$1,000.00

John Lee Scholarship Fund

James Peck Memorial Scholarship Fund Mr. Ethan M. Nash

Mr. Ethan M. Nash

Judith Erlewein Memorial/ Morristown Lions Scholarship Fund

$2,200.00

POSSIBLE. 2015 Annual Report • Imagine What’s POSSIBLE

42


2015 Scholarships Louis and Mary J. Abstine Scholarship Trust

Mark W. Williams Memorial Scholarship Fund

Mr. Ethan Hardwick

$1,500.00

Ms. Grace Havlin

$1,500.00

Mr. Ethan Runnebohm

$1,500.00

Martin Schulz Scholarship Trust

Mr. Austin Dodd

$1,500.00

Ms. Amber R. Hall

$4,000.00

Ms. Alyssa N. Allen

$2,500.00

Mr. Dustin J. Remmler

$5,000.00

Paul & Velta Harrell Memorial Scholarship Fund

Ms. Perla Alamillo Rodriguez

$5,000.00

Mr. Ethan M. Nash

$5,000.00

Ms. Chloe N. Sandman

$2,250.00

Ms. Alisha Scoville

$1,500.00

Ms. Jenna Hebbe

$2,250.00

Ms. Kacie Garrison

$1,500.00

Ms. Kaitlyn A. Borowitz

$2,500.00

Ms. Audrey Ackley

$1,500.00

Mr. Alexander Booth

$1,500.00

Mr. Eric Colter

$1,500.00

Ms. Sarah Green

$1,500.00

Mr. Cole Johnson

$1,500.00

Ms. Avery Kirschbaum

$1,500.00

Mr. Leonardo Lua Mendoza

$1,500.00

Mr. David Williamson

$1,500.00

Ms. Samantha Scheibler

$3,000.00

Ms. Meghan N. Baker

$2,500.00

Ms. Emily R. Stern

$2,500.00

Ms. Danielle Norvell

$1,500.00

Mr. Nathaniel Zerr

$1,500.00

Ms. Lauren Jobe

$1,500.00

Mr. Cameron Crenshaw

$1,500.00

Mr. David Chapman

$1,500.00

Ms. Stephanie Munger

$3,000.00

Ms. Whitney Lewis

$1,500.00

43

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Mr. Christopher L. Piersall

Norman R. Willey Educational Scholarship Fund $5,000.00

Marvin Boring Family Scholarship Fund

Ms. Brittany Newsom

$8,000.00

Mr. Danny Robinson

$3,000.00

Paul Goble Scholarship Fund

Ms. Cierra Hall

$2,400.00

Ms. Alyssa N. Allen

$2,500.00

Ms. Jennifer N. Wheeler

$2,500.00

Ms. Amber R. Hall

Philip Wiseman Scholarship Fund Mr. Joshua L. Kenkel

Mary Platt Oxford Teaching Scholarship Trust Mr. Dustin J. Remmler

$3,187.00

Ms. Sydney C. Gilles

$3,187.00

Ms. Katherine E. Branson

$2,600.00

Ms. Alexa L. Davis

$942.00

$1,000.00

Rachel M. Harding Memorial Scholarship Fund Mr. Samuel B. Swinford

Morris and Helen Tobin Scholarship Fund

$600.00

Purdue Booster Scholarship Fund Mr. Jacob B. Nolley

Maurice T. Cherry Family Scholarship Fund

$500.00

$500.00

Rick G. Bartlett Memorial Scholarship Fund Ms. Emily D. Pierce

$500.00


2015 Scholarships Robert Zimny Football Scholarship Fund Mr. Joshua L. Kenkel

Tom Hession Baseball Scholarship NP $500.00

Mr. Colin Z. Phelps

Willard & Naomi Maxwell Day and Herbert & Evelyn Day Scholarship Fund

$500.00

Ms. Sydney C. Gilles

Runnebohm Construction Scholarship Fund Mr. Adam Price

Triton Central Paw Club Scholarship $1,500.00

Shelbyville Lions Club Scholarship Fund Mr. Colin Z. Phelps

$1,000.00

Mr. Brady M. Gossett

$650.00

Willard E. Hensley American Legion Post 102 Fund

Ms. Ashley M. Schonfeld

$650.00

Ms. Hannah E. Thompson

$2,500.00

Ms. Hope Klinger-Messmore

$2,500.00

Velma Wortman Scholarship Fund Ms. Victoria E. Montarsi

William Roland Stine Scholarship Fund

$1,560.00

Ms. Alexandra N. Lubbe

Steve Zike Memorial Scholarship Fund Mr. Samuel B. Swinford

$1,000.00

Wanda Hindman Memorial Nursing Scholarship Fund Ms. Kayla M. Woodward

$1,800.00

Women’s Scholarship Fund $460.00

Ms. Lori N. Ferguson

Taylor University Scholarship Fund Mr. Cameron Hankins

$1,400.00

Total Scholarships:

$3,000.00

$625.00

137

$239,555.00

Application Deadline

APPLYING FOR BLUE RIVER COMMUNITY FOUNDATION SCHOLARSHIPS

for 2016-2017

The Foundation’s on-line scholarship application process opens on November 1st and closes on January 15th of the following year. Please note that this is a new deadline date from previous years. We highly suggest that interested applicants start the application in advance in order to complete all the required sections. An annual scholarship guide is also available in November. This guide contains valuable information about the variety of scholarships offered. Through the generosity of numerous donors, BRCF is able to offer financial assistance to a number of students each year. To review a copy of the guide or to learn more about our financial opportunities, please visit our website or contact your school’s guidance department.

January 15th

2015 Annual Report • Imagine What’s POSSIBLE

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2016 Scholarship Highlights

2016 Lilly Endowment Community Scholar Kendra Sizemore

Blue River Community Foundation’s 2016 Lilly Endowment Community Scholarship recipient is Kendra Sizemore. Kendra is the daughter of Daniel and Nisha Sizemore and a recent graduate of Shelbyville High School. She will be attending Indiana University this fall to major in nursing. As an SHS student, she was a student mentor, a member of National Honor Society, participated in Bear Buddies, and played varsity softball. Kendra is very community oriented as she serves as a basketball coach for Special Olympics and works as a volunteer for Major Hospital. She is also a certified nurse’s assistant and works at Miller’s Merry Manor in Hope. As busy as she is, Kendra maintained a 4.387 GPA, remained in the top ten of her class, and graduated with academic honors. Listed below are the students who were named 2016 Lilly Endowment Community Scholarship finalists. Each student received other renewable scholarships through BRCF.

Jacob Kelley is a graduate of Southwestern High School and plans to attend Vincennes University, majoring in Fire Science & Safety. Jacob is a volunteer fire fighter, a high school athlete and has volunteered countless hours raising money for Down Syndrome research in support of his sister. Jacob will undoubtedly be successful in his career as he is passionate and dedicated to serving others.

Renee Knepp is a graduate of Waldron High School and plans to attend IUPUI to study Biology. Renee is very hardworking, dedicated, mature, and

passionate about science. Renee is among the first generation of her family to attend college and is looking forward to pursuing her dreams of working in the healthcare/research field.

Madison Mohr is a graduate of Triton Central High School and plans to attend Butler University this fall, majoring in Anthropology/International

Development. Madison has a great heart and passion to serve the less fortunate children throughout the world by “providing the resources to help them overcome poverty and live more prosperous lives”.

Michael Myers, a graduating senior from Triton Central High School, will be attending Rose-Hulman Institute of Technology to major in engineering. Michael says he was born to work puzzles and create new ways of solving problems. He is very driven to make a difference in the world and we believe in his ability to do just that.

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www.blueriverfoundation.com


2016: In Progress INDIANA BICENTENNIAL Blue River Community Foundation was a funding partner in two important Bicentennial Nature Trust Grants from the State of Indiana. The Central Indiana Land Trust has worked with the Meltzer Family to protect Meltzer Woods and open a public nature preserve. This project protects the last remaining stand of unprotected old-growth forest in Indiana and the unique wildflowers and other species that inhabit the special woods. The Willey Beautification Fund helped make this project POSSIBLE. The Blue River Trailhead, which will open in the Summer/Fall of 2016 was also assisted by a BNT grant, in addition to the $100,000 Impact Grant, awarded in 2013. Other ways that BRCF is celebrating the Bicentennial include, of course, the Ignite Shelby County Grant, which will award $150,000 to an impactful project that moves our community forward, and financial support for SCUFFY’s Bison-tennial Public Art Project, a large bison statue that has been covered with local artwork representing Shelby County and will be used at various Bicentennial events.

GRANT RESOURCE CALENDAR This new publication will be distributed in December, 2016 to assist nonprofit organizations with planning for grant funding opportunities through BRCF throughout the year, and recognize the donors who make it POSSIBLE. Tips for grant writing, in addition to deadlines and other interesting information will be included. Photos of past grant recipients and projects will feature the great work of our nonprofit community partners.

BALL STATE UNIVERSITY INDIANA COMMUNITIES INSTITUTE “An Assessment of Shelby County: Strategies for Economic Resiliency and Growth”. Throughout 2015 and 2016, Ball State policy experts and economists compiled economic data for Shelby County to determine our unique opportunities for economic and population growth. During this process, the Community Readiness Index (CRI) was developed and Shelby County served to pilot and beta test this Index. The CRI recommends strategies for taking advantage of our unique opportunities for growth, which include initiatives that attract residents, as Shelby County’s greatest opportunity is residential growth. The report presented some surprising conclusions, and positive trends. The full report can be viewed on the BRCF website at www.blueriverfoundation.com

2015 Annual Report • Imagine What’s POSSIBLE

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If you never imagine what’s POSSIBLE, nothing will ever move forward. - Anonymous

Member of

Confirmed in Compliance with National Standards for U.S. Community Foundations

Blue River Community Foundation 54 W. Broadway, Suite 1, Shelbyville, Indiana 46176 Telephone 317.392.7955; Facsimile 317.392.4545 brf@blueriverfoundation.com www.blueriverfoundation.com

2015 BRCF annual report  

The Blue River Community Foundation is excited to present their 2015 annual report.

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