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BUILD

PRESERVE

SERVE

2016 Annual Report


Build... Preserve... Serve... Message From Board President & Executive Director

BUILD

Coming together is a beginning.

PRESERVE Staying together is progress.

SERVE Working together is Success.

Indiana celebrated the Bicentennial in 2016, which gave the Blue River Community Foundation some unique opportunities, and another reason to celebrate and catalyze some exciting and impactful projects in Shelby County. The BRCF Endowment Fund provides the resources to take advantage of opportunities like this as they are presented. The State of Indiana Department of Natural Resources offered grants to communities through the Bicentennial Nature Trust, and two local projects were funded: The Meltzer Woods Nature Preserve and the Blue River Trailhead. BRCF was able to provide the applicant organizations with the necessary matching funds to help make these projects happen. In the year leading up to 2016, the Board of Directors created the Ignite Shelby County Grant, a $150,000 grant also created from the BRCF Endowment Fund. Ten applications were narrowed to three finalists: Girls Inc/ Boys and Girls Club for facility and grounds improvements; the Multi-Generational Center, a collaboration between Senior Services, Shelby County Players, and the Shelby Arts Alliance for shared space and programming; and the Shelby County Public Library Outdoor Plaza. Ultimately the Library’s Outdoor Plaza project was the winner, and construction will begin later in 2017. Fortunately, BRCF was able to also fund the Outdoor Lab project for Girls Inc/ Boys Club with a $150,000 grant from the W.E. (Bill) Cunningham Trust. Many of the other organizations that applied for the Ignite Shelby County Grant have received substantial grant support to move those projects forward, which you can read more about in the Grant Highlights section. In this annual report, we focus on our fundamentals: Build, Preserve, and Serve. Each has a section going into more detail, but at our core, BRCF strives to BUILD a permanent resource for Shelby County; PRESERVE our donors’ legacies by working with them and their families to create funds that support the causes or organizations they care about; and SERVE our community through grantmaking, scholarships, and capacity building work. From the beginnings of BRCF when this model was the driving vision for the founders and early boards of directors, to today, when we grant nearly $1.8 Million into the Shelby County community each year, these principals are what motivate and govern our work. As we look forward into the remainder of 2017 and 2018, several of the large projects BRCF has supported will be constructed: The Blue River Trailhead, the Library Outdoor Plaza, and the Outdoor Lab at Girls Inc./ Boys Club. We will celebrate the 30th anniversary of the Blue River Community Foundation in 2018 and are in the planning stages of a special initiative that will be announced soon. Additionally, the endowment funds that were created during the 2015 Lilly Endowment GIFT VI Campaign have grown and will begin making grants in 2018. We invite you to be involved as we continue to grow and explore new ways to impact the quality of life in our community. Thank you for your support of BRCF.

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.

OUR 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

2016 By the Numbers

216 Grants Awarded

94 Students

ASSETS SCHOLARSHIPS

$275,145

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Power of Endowment

14

Financial Position

15

Pillar Society & Philanthropic Strategies

16

Memorials & Tributes

19 -20 2016 Grant Highlights

• Promote leadership to address community issues

$1,532,379

Hometown Funds

17-18 SERVE

• Serve and assist charitable endeavors in Shelby County

$33,105,805

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10 Ways to Give 11-12 PRESERVE

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

GRANTS GRANTS

Board, Committees, Staff

5-6 BUILD 7-9 2016 Donors

What is Our Mission & Vision?

Year End Totals

3

126 Awards

*Scholarship total includes the 2016 Lilly Endowment Community Scholarship which is valued at $41,552. This scholarship is made available through Lilly Endowment, Inc. and administered by Independent Colleges of Indiana.

21

Grant Impact

22-39

2016 Grants

40-43

2016 Scholarships

44

2017 Scholarship Highlights

45

Featured New Funds

46

2017: In Progress


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 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 Bobby Thompson Connie Zeigler

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

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

Tim Barrick Brady Claxton John C. DePrez, Jr. Tom Rosenfeld Jill Shammas Wendy Stephenson

• Committee Chair

Lee Marks, President, Lee Marks Fine Art

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

Judy Montgomery, President, VTI Contracting

Brent Sandman, General Manager Sandman Bros.

Terry Smith,

Marketing President, Mainsource Bank

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

Pictured L-R: Rita Gearhart, Financial Officer

3

www.blueriverfoundation.com

Julie Alvis, Youth & Education Program Officer Lynne Ensminger, Program Officer Amy Haacker, Executive Director Cindy Tomlinson, Administrative Assistant

54 W. Broadway, Suite 1, Shelbyville, Indiana 46176 t: 317.392.7955 f: 317.392.4545 brf@blueriverfoundation.com www.blueriverfoundation.com


Hometown Funds The Hometown Community Funds were established in 2008 and have granted a combined total of $52,151 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 hometown fund 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 Jessica Brown Kim Connor Sue Keaton Shirley Shepherdson

Southwestern Hometown Fund

$13,385 Granted

Northwestern Hometown Fund

$10,980 Granted

15 Grants

16 Grants

Waldron Hometown Fund

$14,156 Granted

Northeastern Hometown Fund

$13,630 Granted

18 Grants

*The amount granted and number of grants listed for each Hometown Fund is since the funds started awarding grants in 2008.

15 Grants 2016 Annual Report

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BUILD 5

www.blueriverfoundation.com


Build Endowment: Our Building Block

First Named Fund

An endowment is a permanent resource for Shelby County that will meet the needs of our community forever. The purpose can be very specific, for example, to provide sustainability for a particular organization, or a cause, like hunger or the arts. The fund is created based upon the goals of the donor, and many choose to create an unrestricted fund that will meet the changing, unanticipated needs of the community, forever. The focus on building endowment funds to serve as a sustainable resource is what sets community foundations apart from other nonprofit organizations.

Since 1993, the Robert J. and Janet L. Joesten Fund has sent nearly 35 students from Triton High School to Girls and Boys State, and in fact, the value of the fund has increased nearly another 50% from the size of the original donation that started the fund.

Building On Our Vision In 1988, the first gift was made to the new organization, which was established and organized by the Leadership Shelby County Class. In the early years, the boards of directors (pictured at left is the 1995 BRCF Board; front row: Kim Wickizer, Kathy Schmucker, Elaine Haehl, Veanna Kessler; back row: Pete Cunningham, Robert Claxton, Larry Browning, Richard Larkey, Tom Hession, Mike Vaught, and Kent Apsley; not pictured: Mary Carter, John C. DePrez, Jr.) were tasked with building the Blue River Community Foundation endowments through the match opportunities provided by the Lilly Endowment, Inc. To date, Lilly Endowment Inc. has offered six match challenges, all of which were met by the Shelby County community successfully, resulting in 2016 year-end assets slightly over $33 million held in 255 funds for a wide variety of purposes. Tasked with carrying forward the vision of the original founding group to bring more recreational opportunities to Shelbyville, the board of directors created one of the first endowment funds, the Founders Fund for Recreation. Since that time, BRCF has made some of its largest grants to the City of Shelbyville Parks Department, which includes the Blue River Soccer Fields, an early grant for the Blue River Memorial Park to help with development and infrastructure, the universally accessible playground at Kennedy Park, and the new trailhead on the Big Blue River Trail, among others.

“My wife Janet and I established one of the first funds at BRCF in 1993. We wanted to help send kids from Triton to Boys and Girls State every year after our daughter attended and had a very positive experience. Even though we live out of town now, we enjoy getting the updates from BRCF showing that our fund continues to help kids gain the leadership skills and experience that Boys and Girls State provides every year.” Bob Joesten

10.54% 255

Return on Investment for 2016 Total Number of Funds: 2016

$3,354,717 $33,105,805

Total Amount of Gifts Received in 2016 2016 Year End Financial Assets

2016 Annual Report

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2016 Donors Cross Country Venue

SCP Youth Theatre Workshop

“Whatever good things we build, end up building us.” -Jim Rohn

Meltzer Woods

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Mr. and Mrs. Stephen K. Adkins Mr. and Mrs. Jeff Allender Mr. and Mrs. Steven P. Alles Mr. and Mrs. Tony Alvis Mr. and Mrs. Kurt S. Amos Anonymous Mrs. Carol Anspaugh Mr. and Mrs. James A. Apple Mrs. Betty Ardery Mr. Kirk Ardery Mr. Samuel R. Ardery Mr. and Mrs. Sherman Ashby Mr. Raymond Audette Audiology Solutions LA B & J Foltz Farms Mr. and Mrs. Todd Babbitt Mr. and Mrs. William R. Barnard Mr. and Mrs. R. Tim Barrick Mr. Richard E. Basey Mr. and Mrs. Jack Bass Mr. and Mrs. Carl J. Bauer Mr. and Mrs. Cliff Bauhan Mr. and Mrs. Paul Baute Mr. and Mrs. Dalton Baysden Mr. and Mrs. Joseph O. Bean Mr. and Mrs. Jeff Beaty Beaty Construction, Inc. Ms. Bernadette Beaupre and Mr. Thomas P. Mohan Mr. and Mrs. Steven J. Benson Mr. and Mrs. Ken Berger Ms. Amy Thurston Berthouex Mr. and Mrs. James Beyer Ms. Carla A. Beyer Mr. and Mrs. Richard Bishopp Ms. Carolyn Blackford Blackketter Law Office Ms. Virginia C. Blaich Blue River Lions Club Blue River SHRM Mr. D.J. Bonner Mr. and Mrs. Eugene P. Bonstein Dr. and Dr. Gary A. Borchert Mr. and Mrs. John R. Boring Ms. Cecila L. Boring Mr. and Mrs. David E. Bowen Mr. and Mrs. Steve L. Bowman Mrs. Beverly M. Brennan

Mr. and Mrs. Clayton Brewer Mr. and Mrs. Stephen Bridges Mrs. Mildred J. Brinson Ms. Jennifer L. Brooks Ms. Sharon B. Broughton Mr. and Mrs. Douglas Brown Mr. and Mrs. Matthew P. Brown Mr. Brett Brown Mrs. Nancy Brown Mr. Robert H. Brown and Ms. Sharon D. Simmons Mr. and Mrs. Kenneth E. Brown Jr. Mr. Ron Browning Bunge North America Mr. and Mrs. Ronald J. Burwell Cagney’s Caldwell Gravel Sales, Inc. Mr. and Mrs. Michael B. Callaghan Ms. Geraldine Callahan-Turner Dr. and Mrs. Douglas Carter City of Shelbyville Mr. and Mrs. Donald L. Clapp Ms. Marilyn S. Clark Coan Engineering, LLC Mr. and Mrs. Airl Coffey Mr. and Mrs. Wayne Coil Mr. Willie Cole Ms. Kristy Cole Mr. and Mrs. Don Collins Mr. and Mrs. William Collins Mr. and Mrs. J. Richard Coltharp Mr. and Mrs. Benjamin C. Compton Mr. and Mrs. Mike Cooper coreVision Financial Group Dr. and Mrs. Gary S. Creed Mr. William L. Creekmore ll and Mrs. Sue W. Creekmore C-Tech Corporation, Inc. Mr. and Mrs. Larry Cummins Mr. and Mrs. Leonard K. Cunningham Mr. Morris B. Dale Mr. and Mrs. Robert L. Davis Mr. and Mrs. Edwin H. Dawson Dr. Nancy Dayhoff Mr. and Mrs. Michael P. Dearmitt Delaney Educational Enterprises, Inc. Delta Theta Tau, Zeta Lambda Chapter Judge and Mrs. Arthur W. DePrez

Ms. Anne N. DePrez Mr. and Mrs. Peter G. DePrez Mr. and Mrs. John C. DePrez IV and Hayden DePrez Mr. John C. DePrez Jr. and Ms. Lee Marks Ms. Erica R. Deutsch Ms. Sharon P. Deutsch DeWitt & Shrader, PC Mr. and Mrs. Jon D. DiGregory Mrs. Carolyn Disser Mr. and Mrs. Charles A. Dixon Mr. and Mrs. R.W. Doig Mr. and Mrs. Doug Drake Duffers Pub Deli ll Mr. and Mrs. Ron Durbin E. & L. Construction Inc. Eagles Lodge #766 Mr. and Mrs. H. Wyatt Elmore Energy2Action, LLC Mr. and Mrs. Gary Ensminger Mr. and Mrs. Ben Ernstes Mr. and Mrs. Dep Ewing Farm Credit Services of Mid-America Mr. Charles R. Fewell Mr. and Mrs. Denman H. Fields Mr. and Mrs. David Finkel Mr. and Mrs. Mark Fischer Mr. and Mrs. John Fix Flat Rock United Methodist Church Mr. and Mrs. Rollin Fogle Mr. Robert Foltz Foltz & Sons Farms, Inc. Mr. Wayne Foster Fountaintown Gas Co. Mr. and Mrs. Joe Franklin Fraternal Order of Police Lodge #84 Mr. and Mrs. William E. Fredericks Mr. and Mrs. Paul J. Fuchs G. W. Gahimer Construction Ms. Joan Gahimer Mr. and Mrs. Robert B. Gardner Mr. Charles H. Garrido Jr. Mr. Larry Gay Mr. and Mrs. Glen M. Gayheart Mr. and Mrs. Robert M. Gearhart Girls Inc. Mr. and Mrs. Larry Glasco


2016 Donors Mr. and Mrs. Mike P. Gobel Mr. and Mrs. Henry P. Godby Mr. Robert F. Gorman Ms. Laura E. Greaves Mr. and Mrs. Jeffrey K. Grimme Mr. and Mrs. Russell T. Gross Ms. Jodie Grube Mr. and Mrs. Jack B. Gruwell Mr. and Mrs. Edwin A. Gurski Mr. and Mrs. Brett Haacker Dr. and Mrs. William Haehl Ms. Gwen M. Haehl Mr. and Mrs. Timothy S. Hampton Mr. and Mrs. James R. Hanahan Mr. and Mrs. Joe Harlan Mr. and Mrs. Scott Harper Mr. and Mrs. Dennis Harrold Mr. and Mrs. William Hart Mr. and Mrs. Floyd Hastings Mr. and Mrs. Aaron Hatton Dr. and Mrs. John Hayes Mr. Dennis A. Hearne Mr. Scott Hengst Mr. and Mrs. David L. Hensley Mr. Ricky L. Hessman Mr. and Mrs. Richard Hidy Ms. Ann Hintz Mr. and Mrs. Robert D. Hoban Ms. Fern Holliday Mr. and Mrs. Kenneth J. Horton Ms. Donna Hosely Col. David D. Igelman Mr. and Mrs. Dan L. Ivie Mr. David C. Jeffries Mr. and Mrs. Gene Jones Mr. and Mrs. Robert E. Jones Mr. Ted Kalata Kappa Delta Phi Sorority Kappa Kappa Kappa, Gamma Delta Chapter Kappa Kappa Sigma, Nu Chapter Mr. and Mrs. John W. Kay Ms. Vickie J. Keaney Mr. and Mrs. Philip W. Keppel Mr. and Mrs. Edward S. Kershaw Mr. John Kimmel Mr. and Mrs. Raymond M. Kirtley Mr. and Mrs. Jobe A. Kissel

Mr. and Mrs. Carl Kissell Mr. and Mrs. James Knecht Knights of Columbus Mr. and Mrs. Jeff Kolls Kopper Kettle Inn Restaurant Mr. and Mrs. Robert S. Korlesky Mr. Ron Kramer Mr. and Mrs. Tom Krughoff Mr. and Mrs. Norman Kuhn Mr. and Mrs. Steve Kuhn Mr. and Mrs. Glen A. Kuntz Mr. and Mrs. Steve F. Lancaster Mr. and Mrs. Richard L. Larkey The Law Family Mr. and Mrs. Steve Leahy Mr. and Mrs. Hitch Learned Jr. Mrs. Barbara Leary Mr. and Mrs. Barry W. Leiter Mr. and Mrs. Robert Lewis Lewis Creek Baptist Church Mr. and Mrs. Rich Lindamood Mr. Paul Lippert Mr. and Mrs. Richard W. Lorenz Mr. and Mrs. Robert K. Lorenz Mr. and Mrs. Forrest Lucas Ms. Phyllis M. Lucas Mr. and Mrs. Mark Lux M.F. Beyer LP MainStreet Shelbyville, Inc. Major Hospital Makuta Technics, Inc. Mr. Gerald F. Maloney Mr. and Mrs. Bruce Mann Mr. and Mrs. William D. Marcum Mr. James Martin Mr. Timothy Martin Ms. Dorothy P. Martin Ms. Jane H. Maschmeyer Mason Investment Advisory Services, Inc. Mathies Landscaping, Inc. Mr. and Mrs. John A. Mays Ms. Marty Sue McClure Mr. Jimmie McCracken Mr. and Mrs. Jerry B. McIntyre Mr. and Mrs. Timothy W. McKenney Mr. James M. McKenney Mr. and Mrs. Ralph B. McLean Jr.

Ms. Barbara E. McNeely Mr. and Mrs. Lee McNeely McNeely Stephenson Mr. and Mrs. William McNulty Mr. and Mrs. Bill McPherson Mr. and Mrs. Susan McRoberts Mr. and Mrs. Kris Meredith Mr. Brian Mings Mr. and Mrs. Paul D. Mitchko Mr. and Mrs. Edward L. Moody Mr. and Mrs. Robert M. Moore Mr. and Mrs. Edwin R. Morin Mr. Alan W. Morrissey Morristown United Methodist Church, Trustees MSTS Mr. and Mrs. Neal A. Muldoon Ms. Jan Myers Ms. M. Jane Myers Sandpiper Bay Golf & Country Club Northwestern Consolidated Schools Mr. and Mrs. John Nunnenkamp Nuthak Insurance Old National Wealth Management O’Mara Foods, Inc. Order of the Eastern Star #73 Mr. and Mrs. Larry E. Ortel Mr. and Mrs. David A. Overstreet Mr. and Mrs. Rick Parrish Mrs. Janet Peck Mr. and Mrs. Frederick J. Perella Jr. Mr. Bruce H. Perry Dr. and Mrs. James L. Peters Mr. Johnnie Peugh III Mr. and Mrs. James R. Pherigo Mr. Josh Phillips Mr. and Mrs. Jeffrey S. Pinyot Mr. and Mrs. Todd Plymate Plymate, Inc. Mr. and Mrs. Dennis H. Porter Mr. and Mrs. John M. Pouder Mr. and Mrs. Dennis Preston Ms. Linda E. Price Ms. Virginia Procell Mr. and Mrs. Henry D. Rahe Mr. and Mrs. Denny Ramsey Mr. and Mrs. Blake Ress Mrs. Brandi Robinson 2016 Annual Report

Opera Ensemble

Building wealth for the future is a marathon, not a sprint. Discipline is the key ingredient. -Anonymous

Pioneer Fair

Music in the Park

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2016 Donors Dr. Scott T. Rosenfeld Mr. Thomas Rosenfeld Mr. Todd A. Rosenfeld Mr. Dan Rosenthal Mr. Nick Runnebohm Runnebohm Construction, Inc. Sanders Jewelry Store Mr. and Mrs. Jon Schuster Dr. Deborah D. Scott Mr. and Mrs. Brian J. Scott Mr. and Mrs. Douglas L. Seeman Sew Tec, Inc. Shelby Co. Commissioners Shelby Co. Council Shelby Co. Life Long Learning Corp. Shelby Co. Players Shelby Co. Reads Shelby Farm Supply, Inc. Shelby Materials Shelby Shifters Car Club, Inc. Shelby Tire and Auto Care, Inc. Shelbyville Lions Club Shelbyville Paint & Wallpaper Shelbyville Rotary Club Mr. and Mrs. J.R. Showers III Ms. Linda Simmons Mr. Sanford Sirkus

Sisters’ Sanitation Services Mr. and Mrs. Mark Smith Mr. and Mrs. Jerome J. Sobel Mr. and Mrs. John P. Soller Mr. and Mrs. Michael J. Soller Ms. Debra J. Sommerfield Mr. Doug Spring St. Vincent Catholic Church Ms. Carolyn A. Statler Ms. Betsy R. Stephen Mrs. Roland Stine Mr. and Mrs. Ray H. Sullivan Sullivan Painting Mr. and Mrs. Michael G. Sweet Sweet Chiropractic Offices Mr. and Mrs. Aaron J. Swinford Mr. and Mrs. G. Phillip Tevis The Financial Junction Mr. and Mrs. Michael S. Thomas Mr. and Mrs. Robert T. Thopy Mr. and Mrs. Samuel P. Thurston Thurston Farms Partnership Mr. Arthur M. Thurston, Jr. Ms. Carolyn B. Toll Mrs. Betty Z. Tomeo Mr. and Mrs. Rusty Tomlinson Mr. and Mrs. Donald M. Trent

Mr. and Mrs. Kent Tresslar Triton Central High School Student Council Turnkey Mechanical & Electrical Corp. Ms. H. Margaret Volland Mr. and Mrs. Christopher L. Vorhies VTI, INC. Wal-Mart #884 Ms. Cassandra Warren Ms. Rebecca Keith Webb Mr. and Mrs. Omer Weintraut Mr. and Mrs. Albert R. Wendling West Side Pub & Grub LLC Mrs. Doris Westerbeck Mr. BJ Westerby Mr. and Mrs. Max Westrich Ms. Eunice J. Westrich Mr. and Mrs. David Wheeler Wheeler Corporation Mr. and Mrs. Doug White Mr. and Mrs. Daryl R. Whitten Mr. and Mrs. Mike Wildman Ms. Gwendolyn Wilkerson Mrs. Norman Willey Mr. and Mrs. Luke Williams Mr. and Mrs. Jim Wilson Mr. Cameron Winchester

Mr. and Mrs. Brian D. Wininger Mr. and Mrs. Rick Winkler Mr. and Mrs. Robert Wiseman Mr. Dave Womble Women’s Club Mr. Robert Wortman Mr. Aaron Wyble Mr. and Mrs. Robert R. Yeager Dr. and Mrs. Daniel R. Zimny Mr. and Mrs. Noel W. Zook

Thanks to All Our Donors

HOW TO MAKE A GIFT Anyone can be a philanthropist with the Blue River Community Foundation. Donors can make tax deductible 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

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

www.blueriverfoundation.com

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


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

Reduce gift and estate taxes on assets passing to heirs

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

Ways to Give

GIFTS THAT HELP NOW

GIFTS THAT HELP LATER

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

GIFTS THAT GIVE BACK

2016 Annual Report

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PRESERVE 11

www.blueriverfoundation.com


Preserve Preserving the Past. Preparing for the Future. Shelby County is well known as a generous and caring community. When there is a need, such as hunger or food insecurity, new buildings for our youth-serving organizations, or support and services for the families of people with disabilities, our community has come together to meet those challenges. Oftentimes, it has been the work of individuals that has resulted in long-lasting positive change. The Blue River Community Foundations works with caring people and their families to preserve a permanent legacy, supporting the causes and organizations dear to these individuals. One of the best examples of a philanthropic family legacy is the Thurston Family (pictured to the left: Art, Mac, Jenny, Amy, Suz, and Sam). The historic building that houses BRCF was originally Shelbyville’s first high school, and is an important landmark with architectural and historical significance. The school corporation donated it to BRCF, and Mr. Thurston established an endowment fund for its maintenance and care. In addition, the Arthur M. Thurston Scholarship for Franklin College supports Shelby County students attending Franklin College. Recently, during the Lilly Endowment GIFT VI Match Campaign, the Thurston Family once again responded to the opportunity, and Amy, Mac, and Sam (pictured as children in the photo) created the Thurston Family Fund, an unrestricted endowment for community grants.

A Legacy in Action Bueford and Caryl Loper Robbins dedicated their lives to serving children with disabilities. Their legacy, the Bueford and Caryl Loper Robbins Fund at BRCF supports programs that serve children with disabilities. Their fund recently helped make the new Senses Playroom possible. Senses is a special place created by the ARC of Shelby County for children with sensory disorders.

Ideas for Preserving Your Legacy Donor-advised Fund: Get the family, or company employees, involved in deciding which causes or organizations to support each year. Great for involving children!

Designated Fund: Create a permanent fund that provides annual support for an

organization or church that could replace your ongoing contributions during your lifetime.

Field of Interest Fund: Support a cause, like the Arts, Animal Welfare, or Youth Development.

Named Family Fund for Community Granting: These funds will support

the ever changing needs and opportunities in Shelby County, forever. In most cases, signage with the fund name will be placed at the project site (i.e. Made possible by the Thurston Family Fund at BRCF).

Scholarship Fund: Create a fund that will support young people entering a profession or field that is meaningful to you or your loved ones.

2016 Annual Report

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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.

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

Fund Balance $268,129 $250,000 $232,636 $219,918 $200,000

Total Gifts

$150,000

The John C. and Martha Jane DePrez Fund was established in 1994 at the Blue River Community Foundation. Total contributions to the fund equal $219,917. From 1995 through 2017, a total of $232,636 has been granted to Girls Inc and the Boys and Girls Club, exceeding . the gift amount by nearly $13,000. The current fund balance in January, 2016 is $268,129, over $48,000 more than the total contributions to the fund.

$100,000

Total Grants $50,000

$-

13

Date

1995

1997

1999

www.blueriverfoundation.com

2001

2003

2005

2007

2009

2011

2013

2015

2017

our INVESTMENT POLICY:

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 2016

Year Ended 2015

ASSETS Cash and cash equivalents

$

896,892

$

1,342,162

Accounts receivable

-

-

Interest and dividends receivable

-

-

Pledges receivable

-

-

Prepaid expenses Investments

2,111

2,131

31,814,221

30,037,373

630,845

630,845

BRCF Asset Allocation

Building and equipment Building and equipment Office equipment Less accumulated deprecation

$

71,114

73,417

701,959

704,262

309,378

300,971

392,581

403,291

33,105,805

$

31,784,957

LIABILITIES AND NET ASSETS LIABILITIES Accounts payable

$

Grants payable Deposits

8,520

$

6,602

6,000

12,500

558

1,283

1,016

437

-

11,000

2,846,026

2,585,909

2,862,120

2,617,731

Unrestricted

5,677,622

1,607,784

Temporarily restricted

5,545,300

7,183,954

Permanently restricted

19,020,763

20,375,488

30,243,685

29,167,226

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

$

33,105,805

$

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

31,784,957

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

2016 Annual Report

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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.

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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 2016, gifts were made in memory of the following: Judy Allender Barbara Alvis Deloris Basey Victoria Beyer David Boyd George Breedlove Joseph P. Brennan Phil Brown Hugh Cassidy Joe Collins Vickie Collins Floyd Cooper John C. & Martha Jane DePrez Linda Duba Judith Erlewein

Katie Ernstes Mark Everhart Phyllis J. Fleming John R. Foltz Wanda Freeman James & Joan Gardner Paul Goble John D. Haehl Tom Hession Chase Hubler Karl Kelley Velma Lain Linda Landwerlen Helen M. Lorenz Wes Lucas

In 2016, gifts were made in honor of the following: Jean Babbitt Todd Babbitt Megan Booth Nancy Brown Anne DePrez Arthur DePrez Ashley DePrez C. David DePrez Charlson DePrez Cheryl DePrez Chris DePrez

Hayden DePrez John C. DePrez, Jr. John DePrez IV Mary DePrez Owen DePrez-Giese Pamela DePrez Peter DePrez Peter G. DePrez, Jr. Paul Giese Alma Hext Christian Hext

Kathy Marcum Todd A. Marcum Morricena Mault Darlene McCaughey Will McComas Thelma M. Merry Vincent Montgomery Ruby Nay Margaret Newkirk Bill Offinger Florence O’ Haver Lou Peduto Maxine Phillips Ruth Rash Bonnie Rife

Judy Runnebohm Stephen A. Simmons Christopher Graham Spear Wm. Roland Stine Mort & Helen Tobin Dr. James H. Jr. & Betty Tower Sara Tucker Eleanor Wade Todd Welty Philip A. Wiseman Susan J. Wiseman Marilyn J. Wisker Ray Wisker Jay Wortman Robert J. Zimny Amanda Zook

Rex Hindman Gillian Keiffner John D. Keiffner Lucia Keiffner Vivienne Keiffner Amara Lewis Sara Lewis Lee Marks Terri McClain Greg Mings Sarah Romero

Robyn Scott DePrez Cole West Elijah R. West Velma Wortman

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17

SERVE

www.blueriverfoundation.com


Serve

Serving OUR Community From large grants that catalyze impactful projects to working alongside growing organizations on capacity building, and helping students achieve their higher education goals, BRCF serves the Shelby County community to improve quality of life. Community Grants at BRCF are awarded from unrestricted funds; both the Blue River Foundation Endowment and named family funds. Community Grants support projects and programs in five areas: Arts/Culture, Health, Social Services, Education, and Civic. These unrestricted funds allow BRCF to meet changing needs and opportunities as they arise. For example, when the City of Shelbyville had the opportunity to purchase the property where the Blue River Memorial Park now is, the foundation was able to make one of its largest grants in history for early infrastructure. BRCF has continued to support the arts for our students through the grants for the plays in the elementary schools, the theater program at Shelbyville High School, and Arts for Learning projects at all county elementary schools. As our healthcare landscape continues to change, the foundation has supported healthcare for the under-insured and prescription assistance. Community grants provide the flexibility for our community to continue to grow and improve.

Serving Together In 2011, Pantry Pals formed as a collaboration between the Rotary Club of Shelbyville, BRCF, and the Chamber of Commerce with the goal of keeping the shelves of the local food pantries stocked year round with the items needed most. Seven pantries participate in the program, including ones in Waldron and Morristown. The group has been responsible for the successful partnership with Gleaners Food Bank to bring the mobile pantries to Shelby County and provide the Back Sacks program to elementary age kids, ensuring that vulnerable children have food to eat through the weekend. With this success, the Pantry Pals organizing group began a drive to build the Pantry Pals Endowment Fund, so that there will always be a resource to fight hunger in Shelby County.

$11,080,234 $3,311,741

Total Amount of Grants Awarded Since 1993 Total Amount of Scholarships Awarded Since 1993

Serving All Ages, Stages, and Abilities In 2007, BRCF worked with the Shelbyville Parks Department and received a $160,000 grant from the Kellogg Foundation through its Access to Recreation Initiative to build an accessible playground in Kennedy Park. As part of the grant, BRCF had to obtain match funding for the project. Those donors included; BRCF, the City of Shelbyville, Shares Inc., WAP Inc., the Shelbyville Rotary Club, Makuta Technics, and the Beaty/C-Tech Fund held at BRCF. Kennedy Park will always hold a special place in my heart for several reasons. My son started walking with a reverse walker when he was almost two years old. Because of his age, disability and visual impairment we were limited on the places we could take him and he could walk and be independent. Kennedy Park was one of the only parks where he could just be a kid and play! I will never forget his smiles and giggles when he was finally able to have a place outside to play like all of the other kids! We also met his physical therapist at Kennedy Park a lot because of its accessibility. So it was there that I saw my son take his first steps without a walker! Tears still come to my eyes as I think about his look of pride as he walked to me all by himself. If it were not for the inclusive environment of Kennedy Park my son would have missed out on the simple joys of being a kid at the park!

- Sara Cummins

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2016 Grant Highlights Continuing Support for Ignite Grant Applicants: Although only one $150,000 Ignite Grant was awarded, BRCF was and remains committed to working with the other applicants to move their projects forward.

Healthy Shelby County, in partnership with the Parks Department received $28,164 for phase 1 of their project. This phase will

place concrete pads and shaded seating along Progress Parkway, leading to Lee Boulevard and the new Blue River Trail at Blue River Memorial Park as part of their initiative to create a healthier, more connected, walkable community that is accessible for everyone at all ages and stages.

The Strand Theatre was awarded $28,400 for phases 1 and 2 of their project to increase accessibility and usability of the stage for performers of all types of mobility. The project involved expanding the stage and other associated building renovations. The Strand Theatre continues to host a variety of events and has surpassed serving 100,000 attendees.

Shelby County Arts Alliance has been working with BRCF and professional advisors on board development, visioning, goal set-

ting, and planning. This work is part of the Foundation’s nonprofit capacity building grant program. Following the completion of this work in late 2017, BRCF will grant $30,000 to the Shelby Arts Alliance to hire the organization’s first paid executive director/ coordinator.

The Blue River Career Center, another Ignite Grant finalist, received $30,000 for the Diesel Tech program, which trains students for a career in Diesel Technology, one of Indiana’s “Hot Jobs”. They have received engines from Cummins and a State Department of Workforce Development grant for additional equipment to support the program. The Construction Trades class at BRCP helped with the building renovations to accommodate the Diesel Tech program.

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2016 Grant Highlights

Girls Inc and the J. Kenneth Self Shelbyville Boys and Girls Club: These vital Shelby County youth serving organizations

received a $150,000 grant from the W.E. (Bill) Cunningham Trust for the new Outdoor Lab/Greenhouse project, which will provide a new hands-on STEM learning opportunity for kids of all ages. Construction of the greenhouse is expected to begin later in 2017.

Morristown Schools received $10,000 for school improvements, including a video display in the gymnasium. The video display

is used for all kinds of events, and produces revenue for the school through advertising. These proceeds help with funding of other school improvements that are part of the school’s overall improvement plan.

Ignite Shelby County Grant: The Shelby County Public Library Outdoor Plaza won the $150,000 Ignite Shelby County Grant. The

library is far more than books on a shelf, and this project will greatly expand their programs and audience. The plaza will include a stage with a pergola backdrop, fountain, living walls, and seating areas. Watch for these exciting improvements in the later part of 2017.

Music in the Park: A partnership between the Shelby Arts Alliance, Parks Department, and BRCF has brought a series of four monthly bands to the Blue River Memorial Park each summer. A wide variety of music genres, including rock, bluegrass, classical and country have attracted thousands of people to enjoy these free outdoor concerts on the lawn at the park. Although not an Ignite Grant applicant, this successful program is another example of how grant dollars impact the quality of life for our community.

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Grant Impact Serving and assisting charitable endeavors is a major part of the Foundation’s mission. Blue River Community Foundation distributes grants to a variety of areas. These charts illustrate the impact these grants have on our community.

2016 GRANTS DISTRIBUTION

$1,765,972.17

Granted GRANTS DISTRIBUTION by PROGRAM AREA Blue River Community Foundation currently administers over 255 funds that address local community needs. Causes come and go, but these funds allow BRCF to meet ever-changing needs through the power of giving.

Scholarship Funds $233,593.00 Unrestricted Community Funds $114,778.81

Field of Interest Funds $105,906.50 Donor Advised Funds $259,268.00

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Designated & Agency Funds $1,052,425.86


2016 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

Shelbyville High School

Bee hive project for Outdoor Lab

Shelby County Schools

Teacher appreciation classroom mini-grants

$3,750.00

Rock Steady Boxing

Certification training for local coaches

$2,000.00

Hancock Hope House

Beds for Shelby County clients

$1,000.00

Morristown High School

Support for school improvements

Shelby Co. Historical Society

Consultant for marketing & branding

Shelby Arts Alliance

Shelby County arts coordinator

Family Services & Prevention

Professional development for Executive Director

SCUFFY

Bicentennial Bison Public Art project

$1,000.00

Shelby Co. Players

General program support

$1,000.00

Trinity United Methodist Church

M2M Food pantry

$1,000.00

Shelby County Special Olympics

General program support

$1,000.00

Morristown Matters

Community project support

$1,000.00

$521.00

$10,000.00 $700.00 $11,158.00 $550.00

National Philanthropy Month Mini-grants: Rock Steady Boxing

Teacher Mini Grants

Bee Hive Project

SCP Youth Theatre

Morristown High School 2016 Annual Report

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2016 Grants

UNRESTRICTED COMMUNITY GRANTS,

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

BRCF Operating NP Fund

Northeast Hometown Community Fund

Spirit of Community Award

$500.00

*directed by winner, Dede Allender Delta Theta Tau, Zeta Lambda Chapter

Spirit of Community Award

$500.00

Indiana Grantmakers Alliance

Professional support services

$2,420.00

Shelby Co. Ag Promotion Committee

2016 Taste of Shelby County Agriculture

$1,000.00

Shelby County Public Library

Grant research software, Foundation Center Collection

$1,200.00

Shelby Arts Alliance

2016 Music in the Park concert series

$5,000.00

Shelby Co. Historical Society

2016 Pioneer Fair

$3,000.00

Shelby County Reads

2016 Community Reads program

$3,000.00

BRCF Memorial Fund

The Strand Theatre

Stage renovations

$1,319.00

BRCF Special Project NP Fund

Shelby Senior Services, Inc.

Operating endowment fund

$1,000.00

Shelby Arts Alliance

Paint for downtown Stellar Community project

$150.00

Dalton Family Fund

Shelby Arts Alliance

Shelby County arts coordinator

$500.00

Ewing Family Fund

Shelby Arts Alliance

Shelby County arts coordinator

$4,870.00

Lemmon Family Fund

Shelby Arts Alliance

Shelby County arts coordinator

$277.00

Grants improve the quality of 23

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UNRESTRICTED COMMUNITY GRANTS,

2016 Grants

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

McCrea Family Fund

Blue River Career Programs

Renovations for new diesel tech program

Marshal & Marie Shaw Fund

Shelby Arts Alliance

Shelby County arts coordinator

Morris L. Rose and Mary F. Rose Fund

Blue River Career Programs

Renovations for new diesel tech program

$1,745.00

The Strand Theatre

Stage renovations

$7,473.00

Shelby Arts Alliance

Shelby County arts coordinator

$10,976.00

Phil and Nancy Brown Family Fund

Shelby Arts Alliance

Shelby County arts coordinator

$867.00

Plymate Family Fund

Blue River Career Programs

Renovations for new diesel tech program

$2,680.00

The Strand Theatre

Stage renovations

$4,217.00

Raymond Beck Memorial Fund

Shelby Arts Alliance

Shelby County arts coordinator

Robert D. & Phyllis Ann Ellison Fund

The Strand Theatre

Stage renovations

$6,436.00

Showers Family Fund

The Strand Theatre

Stage renovations

$5,273.00

Tobin Family Fund

The Strand Theatre

Stage renovations

$3,682.00

$7,126.00 $727.00

$356.00

life for Shelby County residents 2016 Annual Report

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2016 Grants

UNRESTRICTED COMMUNITY GRANTS,

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Tom Hession Memorial Fund

Shelby Arts Alliance

Shelby County arts coordinator

Northwestern Hometown Community Fund

Triton Elementary

Rolling with Robots program

$1,600.00

Waldron Area Hometown Community Fund

Waldron Beautification Committee

Community clean up day, and tree & flag give away

$1,152.84

Waldron United Methodist Church

Support for the Waldron Communicator

$100.00

Waldron Beautification Committee

Flowers for downtown Waldron planters

$183.97

Kiersten Lux

Betty Lux Education Award

$500.00

$269.00

HOMETOWN COMMUNITY FUNDS

TOTALS:

Triton Robotics Team

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45 Grants

Hometown Community Funds 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.

$114,778.81


2016 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

Shelby Co. Historical Society

Historical Shelby County book project

$1,000.00

Shelby Co. Players

Youth and Directors workshops

$2,500.00

Shelby Arts Alliance

Arts programming for County Fair

$3,000.00

Shelby Co. Writers Group

Professional author workshops

$1,200.00

Arts for Learning

Fresh StART programming with Southwestern Elementary

$5,000.00

Loper Elementary

Musical production “My Son Pinocchio”

T. A. Hendricks Elementary

Musical production “Merry Christmas Charlie Brown”

$1,200.00

Morristown HS Band Boosters

Concert tuba and case

$2,665.00

Morristown HS Music Department

ISSMA solo & ensemble competitions

Coulston Elementary

Musical production, ‘Disney’s Aristocats’

Herbert B. and Lillian N. DePrez Opera Education Fund

Indianapolis Opera

2016 Opera performances for Shelby County students

$785.00

Roger A. Shaw Memorial Fund

Shelbyville High School Choral Boosters

Summer camp for show choir student

$700.00

Monna Linne Memorial Nurse of the Year Fund

Kelli Burnett c/o Major Hospital

Annual Nurse of the Year award

$500.00

Dr. Nancy Dayhoff Professional Development Award

Traci Branstetter c/o Major Hospital

Annual continuing education nursing award

$500.00

Arts & Culture Arts NP Fund

$950.00

$200.00 $1,250.00

Awards

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2016 Grants FIELD OF INTEREST GRANTS, FUND

continued

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Central Indiana Land Trust, Inc.

Meltzer Woods development

Shelbyville High School

Bee hive project for Outdoor Lab

$679.00

Healthy Shelby County

Enhancing walking paths & playgrounds with accessible amenities

$679.00

Norman Willey Beautification Fund

Major Hospital Foundation

New hospital facility landscaping

$5,000.00

Education Education Promotion Fund NP

National Center For College Costs

Scholarship screening reports for 2016-2017

$2,500.00

Michael Todd Gahimer Memorial Trust

Children’s Organ Transplant Assoc.

Support for an Indiana child in need of an organ transplant

$2,200.00

Pancreatic Cancer Assistance Fund

Major Hospital Foundation

You Are Not Alone Fund

Beautification Joseph and Laura Plymate Fund for Beautification

$5,000.00

Health

Grant Application Process

27

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

$146.50


2016 Grants FIELD OF INTEREST GRANTS,

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

Hunger Shelby County Pantry Pals NP Fund

The Salvation Army

Support for food pantry

$3,000.00

Little Blue River Friends Church

Support for food pantry

$1,500.00

First Baptist Church

Support for food pantry

$1,000.00

Shelbyville Seventh-Day Adventist

Support for food pantry

$1,500.00

Human Services, Inc.

Support for food pantry

$3,000.00

Waldron United Methodist Church

Support for food pantry

$1,000.00

Trinity United Methodist Church

Support for food pantry

$500.00

Morristown Elementary

Read On program support

$3,000.00

Shelby County Public Library

Morristown Imagination Library promotion/administration

$4,918.00

Bueford & Caryl Loper Robbins Fund

Healthy Shelby County

Enhancing walking paths & playgrounds with accessible amenities

$2,502.00

Hugs & Kisses Fund

Healthy Shelby County

Enhancing walking paths & playgrounds with accessible amenities

$821.00

Literacy Morristown Imagination Library Fund NP

AMOUNT

Special Needs

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

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

2016 Annual Report

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Grant Grant Application Application Deadlines Deadlines

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2016 Grants FIELD OF INTEREST GRANTS, FUND

continued

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Founders Fund for Recreation

Healthy Shelby County

Enhancing walking paths & playgrounds with accessible amenities

$388.00

Access to Recreation Fund

Healthy Shelby County

Enhancing walking paths & playgrounds with accessible amenities

$23,774.00

Chase Hubler Memorial Fund

Shelbyville High Schools

Travel abroad assistance fbo Danielle Kuhn

Donald S. & Frances M. Henry Fund

Blue River Career Programs

Renovations for new diesel tech program

$11,081.00

Paul & Velta Harrell Memorial Youth Fund

Blue River Career Programs

Renovations for new diesel tech program

$4,817.00

Shelby County Youth Shelter Fund

Blue River Career Programs

Renovations for new diesel tech program

$2,551.00

Shelby County Young Professionals Fund

Shelby Co. Chamber of Commerce

Shelby County academic achievement banquet

$1,500.00

Willard E. Hensley American Legion Post 102 Fund

American Legion Willard E. Hensley Post 102

2016 Boys’ State Scholarships for Morristown H.S.

Recreation

Youth

TOTALS: “The best way to find yourself is to lose yourself in the service of others.” -Mahatma Gandhi

29

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40 Grants

$500.00

$900.00

$105,906.50


2016 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

Blue River Foundation, Inc.

General operating support

$800.00

Triton Central High School

Robotics program support

$500.00

American Cancer Society

Relay for Life Team in memory of Amy Crafton

Girls Inc.

Capital campaign support

$25,000.00

SCUFFY

Annual campaign support

$20,000.00

Major Hospital Foundation

Support for new hospital

$5,000.00

Down Syndrome Indiana

General operating support

$4,000.00

Christian Church Disciples of Christ

NPC Children’s Food Program - Swaiziland

Girls Inc.

General operating support

$1,500.00

Coburn Place

General operating support

$2,000.00

Alzheimer’s Assoc., Central Indiana Chapter

General operating support

$1,000.00

Julian Center

General operating support

$1,000.00

Triton Central High School

Equal support for technology/athletic funds

$2,000.00

Wheeler Mission Ministries

General operating support

$1,000.00

Franklin Township Education Foundation

General operating support

$1,000.00

ARTBA Transportation Development Foundation

Scholarship support

$1,000.00

Southern Hancock Education Foundation

General operating support

$1,000.00

Hancock Co. Community Foundation Inc.

General operating support

$1,000.00

The Jackson Center for Conductive Education

General operating support

$1,000.00

Hancock County Food Pantry

General operating support

$1,000.00

2016 Annual Report

AMOUNT

|

$2,500.00

$15,000.00

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2016 Grants

31

DONOR ADVISED GRANTS,

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

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

Shelby Community Health Center

General operating support

$1,000.00

The Trevor Project

General operating support

$1,000.00

Indiana Youth Group

General operating support

$1,000.00

Youth for Christ

Triton schools program support

$500.00

Riley Children’s Foundation

R. Roper Down Syndrome research

$500.00

Leukemia & Lymphoma Society

LLS Man of the Year - Eddie Rangel

$500.00

Lawrence Township School Foundation

Susan Jordan Memorial Fund

American Heart Association Indianapolis

Hard Hats with Heart fundraiser

$500.00

Triton Central High School

Student council memorial benches project

$500.00

Caldwell Family Fund

Morristown Boys & Girls Club

General operating support

$500.00

McNeely Family Fund

Major Hospital Foundation

You Are Not Alone Fund - patient support

Robert and Sue Wortman Fund

Morristown United Methodist Church

General operating support

Major Hospital Foundation

New hospital facility support

$5,000.00

Morristown Boys & Girls Club

General operating support

$1,000.00

SCUFFY

2016 Campaign support

$1,000.00

Rock Steady Boxing

Certification training for local coaches for Rock Steady Boxing program

$1,199.00

Shelby Senior Services, Inc.

One year affiliate fee for Rock Steady Boxing program

$800.00

Blue River Foundation, Inc.

General operating support

Various Charities

Charitable program support

www.blueriverfoundation.com

$1,000.00

$6,769.00 $15,000.00

$1,000.00 $100,600.00


2016 Grants DONOR ADVISED GRANTS,

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

Wortman Family Fund

Morristown United Methodist Church

General operating

$9,000.00

Morristown United Methodist Church

Feed My Lambs program

$1,000.00

United Methodist Committee on Relief

Disaster relief program support

$2,000.00

Morristown Boys & Girls Club

General operating support

$5,000.00

Northeastern Home Town Area Fund

Endowment fund support

$5,000.00

Pantry Pals

Support for local food pantries

$1,000.00

Gleaners Food Bank

General operating support

$1,000.00

Shelby Co. Habitat for Humanity

General program support

$1,000.00

SCUFFY

General operating support

$1,000.00

The Salvation Army

General operating support

$1,000.00

Shelby County Public Library

General operating support

$1,000.00

Shelby Senior Services, Inc.

General operating support

$1,000.00

Shelby Arts Alliance

General operating support

$1,000.00

Blue River Foundation, Inc.

Velma Wortman Scholarship Fund

$500.00

Blue River Foundation, Inc.

Erlewein Scholarship in memory of Judith Erlewein

$100.00

Hancock Regional Hospital Foundation

Sue Ann Wortman Cancer Center

$1,000.00

Taylor University

Support for scholarships

$1,000.00

TOTALS:

AMOUNT

59 Grants

$259,268.00

Create Your Own Charitable Legacy Are you interested in creating a legacy that will make charitable gifts in your name, forever, to the causes and community you care about most? Please contact Amy Haacker, Executive Director, to learn more about the many options that the Blue River Community Foundation offers.

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2016 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

$2,765.00

Arthur M. Thurston Family Fund for Town Hall

Blue River Foundation, Inc.

Maintenance support for BRCF building

$6,587.00

Blue River Fdn. Operating End.

Blue River Foundation, Inc.

General operating support

Boy Scouts of Shelby County Fund

Boy Scout Troop #203

Wilderness First Aid Training

Boys Club Capital Campaign NP Fund

J. Kenneth Self Shelbyville Boys & Girls Club

Facility maintenance and operating support

Boys Club Martin and Mary Schulz Fund

J. Kenneth Self Shelbyville Boys & Girls Club

Support for youth programs

Boys Club Non-Permanent Fund

J. Kenneth Self Shelbyville Boys & Girls Club

Operating and maintenance expenses

Briley Heritage Fund for Trinity United Methodist Church

Trinity United Methodist Church

General operating support

33

www.blueriverfoundation.com

$51,614.00 $660.00

$15,000.00

$868.00

$22,000.00

$2,336.00


2016 Grants DESIGNATED & AGENCY GRANTS,

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

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

Inlow Imaging Center of Major Hospital

Radiology staff professional development & continuing education

Class of 1960 Waldron High School Nonpermanent Fund

ICOO Youth Conservation Camp

Camp fee for Waldron student

$350.00

Elaine and Bill Haehl Endowment for BRCF Operations

Blue River Foundation, Inc.

General operating support

$546.00

Fred and Alta Ropp Swinford Fund

Flat Rock Cemetery Association

Cemetery upkeep and maintenance

$559.00

Girls Inc. Martin and Mary Schulz Fund

Girls Inc.

Facility maintenance support

$843.00

Girls Inc. Designated Endowment

Girls Inc.

General operating support

$3,486.00

Girls Inc. Scholarship NP Fund

Girls Inc.

10 Summer camp scholarships for girls

$1,500.00

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

Morristown Imagination Library

General program support & promotion

$4,918.00

Herbert B. DePrez Library Fund

Shelby County Public Library

Purchase new books

$4,000.00

$858.00

Making differences for Shelby County Residents...forever!

2016 Annual Report

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34


2016 Grants DESIGNATED & AGENCY GRANTS,

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

Hospice of Shelby County Fund

Hospice of Shelby/Decatur County

Shelby County program/operating support

$4,854.00

James H. Nail Trust for Major Hospital

Major Hospital

General operating support

$1,173.00

Jina Lea Meyer Memorial Fund

Major Hospital

Purchase treasure chest items for children in Pediatrics unit

Joe and Theresa Harlan Fund for the Boys and Girls Club

J. Kenneth Self Shelbyville Boys & Girls Club

Capital campaign support

John C. & Martha Jane DePrez Fund

Girls Inc.

Support for building maintenance

$5,598.00

J. Kenneth Self Shelbyville Boys & Girls Club

Support for building maintenance

$5,598.00

John L. Tindall Trust for Major Hospital

Major Hospital

General operating support

$6,266.00

Library Enrichment Fund

Shelby County Public Library

General operating support

$5,407.00

Hospice of Shelby/Decatur County Girls Inc.

35

www.blueriverfoundation.com

AMOUNT

$500.00

$500,000.00

Major Hospital Pediatrics Unit


2016 Grants DESIGNATED & AGENCY GRANTS,

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Louis and Mary Peduto Scholarship

St. Joseph Elementary

Tuition assistance

$534.00

Mac and Ruth McClanahan Fund

D.A.R.E

Program support

$293.00

Martha Ford Soller Scholarship Fund

St. Joseph Elementary

Tuition assistance

$387.00

Mildred McCrea Designated Fund

Blue River Foundation, Inc.

General operating support

$24,964.20

ISU Foundation

General operating support

$24,964.20

Major Hospital Foundation

General operating support

$24,964.20

Marietta Vol. Fire Department

General operating support

$24,964.20

Mt. Gilead Baptist Church

General operating support

$24,964.20

Order of the Eastern Star #73

Charitable programs support

$24,964.20

Shelby Co. Masonic Lodge #28

Charitable programs support

$24,964.20

Shelby Community Health Center

General operating support

$24,964.20

Shelby County Public Library

General operating support

$24,964.20

Shelby Senior Services, Inc.

General operating support

$24,964.20

Shelby Senior Services

D.A.R.E.

Mt. Gilead Baptist Church

2016 Annual Report

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2016 Grants DESIGNATED & AGENCY GRANTS,

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

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

$844.50

The Salvation Army

General operating support

$844.50

Morristown Boys & Girls Youth Endowment Fund

Morristown Boys & Girls Club

General operating support

$361.00

Morristown Imagination Library Fund NP

Dollywood Foundation

Book mailings for Morristown children

Otto W. Harris Memorial Fund

Blue River Career Programs

Advance Manufacturing Academy

Personnel Management, Inc. Fund

Blue River Career Programs

Purchase job seeking and career materials for students

$674.00

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

Triton Central High School

Hoosier State fees for TCHS students

$485.00

SAGA Arts NP Fund

Shelby Art Guild Association

Scholarship funds for educational programming

$520.90

Roger A Shaw Memorial Fund

Shelbyville High School Choral Boosters

Show choir camp fees

$700.00

The Salvation Army Fund

The Salvation Army

General operating support

$1,488.00

Scott and Gay Mullins Fund for Salvation Army

The Salvation Army

General operating support

$748.00

General operating support

$53.00

Joseph Agency Endowment Fund for SCUFFY SCUFFY

37

www.blueriverfoundation.com

AMOUNT $1,575.00

$3,300.00 $10,181.00


2016 Grants DESIGNATED & AGENCY GRANTS,

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Price Trust Designated Endowment Fund for SCUFFY

SCUFFY

General operating support

$4,541.00

Schulz Trust Designated Endowment Fund for SCUFFY

SCUFFY

General operating support

$42,582.00

SCUFFY Agency Operating Endowment Fund SCUFFY

General operating support

$6,585.00

DePrez Agency Endowment for SCUFFY

SCUFFY

General operating support

$9,410.00

SCUFFY Designated Operating Endowment Fund

SCUFFY

General operating support

$557.00

Shelby County Cancer Assn. Fund

Cancer Association of Shelby County

General operating support

$1,483.00

Shelby County Extension Homemakers WBBC

Shelby Co. Purdue University Coop. Extension

Women & children’s educational programming

$244.00

GIVE: Comfortably, Conveniently, and Cost-Effectively Sustainable annual operating dollars for an organization near to your heart. . . “You have not lived today until you have done something for someone who can never repay you.” -John Bunyan

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 minimum 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.

2016 Annual Report

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2016 Grants DESIGNATED & AGENCY GRANTS,

continued

FUND

GRANTEES

PURPOSE OR PROGRAM

AMOUNT

Shelby County Free Clinic Fund

Shelby Community Health Center

General operating support

$4,412.00

Shelby County Fund

Shelby County Council

Local Racino charitable grants

Shelby Senior Services Fund

Shelby Senior Services, Inc.

General operating support

$1,431.00

Shelbyville-Shelby County Public Library Foundation Fund

Shelby County Public Library

General operating support

$5,216.96

Strand Special Project Fund

The Strand Theatre of Shelbyville, Inc.

HVAC upgrades

The Sandy Allen Fund

Girls Inc.

Support for girls that need financial help to participate in programs

$330.00

Triton Central Schools Fund

Northwestern Consolidated Schools

Educational programming support

$361.00

Waldron Alumni Academic Fund

Waldron High School

Expansion of the ALEKS math program

$2,215.00

Waldron Imagination Library NP Fund

Dollywood Foundation

Book mailing for Waldron children

$2,100.00

Walter and Edna Cuskaden Fund

Blue River Career Programs

General operating support

$129.60

SCUFFY

General operating support

$129.60

Shelby County Public Library

General operating support

$129.60

The Salvation Army

General operating support

$129.60

Waldron Volunteer Fire Department

General operating support

$129.60

TOTALS: 39

www.blueriverfoundation.com

$31,393.00

$18,000.00

72 Grants

$1,052,425.86


2016 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 $3 million in scholarships to over 2,000 students. We are firmly committed to helping students in our community pursue and complete higher education degrees.

Amanda Zook Memorial Scholarship NP Fund Mr. Chase Malcom

$500.00

Arthur and Hazel McKenney Scholarship Fund Mr. Bailey Culp

$1,000.00

Arthur M. Thurston Franklin College Scholarship Fund Ms. Marena Drake

$6,300.00

Carol Browning Memorial Scholarship Fund Ms. Savanna Bannister

Chin-Sang/Kidman Scholarship Fund

Charles Sindlinger Scholarship Trust

$500.00

$1,600.00

Ms. Nicole A. Adkins

$2,500.00

Ms. Megan Smith

$1,600.00

Ms. Kathryn Neisler

$1,600.00

Ms. Bailey Gobel

$1,600.00

Ms. Chloe N. Sandman

$1,000.00

Ms. Makayla L. Schacht

$1,600.00

Ms. Sarah Miller

$1,600.00

Mr. Logan I. Perry

$1,600.00

Ms. Hannah P. Heidenreich

$1,600.00

Mr. Jacob Hamblen

$1,600.00

Christopher Graham Spear Memorial Scholarship Fund

Ms. Abegayle L. Bass

$1,600.00

Ms. Gladys Chavez

Ms. Amanda Sneed

$1,600.00

Ms. Lisa von Werder

$1,600.00

Ms. Samantha Dowell

Mr. Ty Johnson

City of Shelbyville Scholarship Fund Ms. Mackenzie Tackett

Chester G. and Mildred M. Sandman Scholarship Fund $1,300.00

Applying for scholarships administered by BRCF is easy! Simply visit blueriverfoundation.com and select the Apply for Scholarships tab. We offer scholarship opportunities for graduating high school seniors, current college students, and adults either returning to school or starting for the first time. Below are the application dates for the two scholarship cycles we currently offer. Lilly Endowment Community Scholarship:

Opens July 1 - Deadline to apply September 1

BRCF General Scholarship Opportunities:

Opens November 1 - Deadline to apply January 15

$500.00

Class of 1960 Waldron High School Endowment Fund Ms. Andrea Castellano

APPLYING FOR SCHOLARSHIPS THROUGH BLUE RIVER COMMUNITY FOUNDATION

$500.00

$2,000.00

Class of 1960 Waldron High School NP Fund Ms. Morgan Atwood

2016 Annual Report

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$2,000.00

40


2016 Scholarships Mr. Jacob Leffler

$5,000.00

Mr. Caden Dugger

$1,000.00

Ms. Amanda Sneed

$3,000.00

Mr. Joel Holland

$6,000.00

Ms. Morgan Atwood

$2,000.00

Daniel F. & John R. Hayes Scholarship Fund $1,000.00

$750.00

David Boyd Memorial Scholarship Fund Mr. Bryan Beauchamp

$500.00

$1,200.00

Delta Theta Tau (Zeta Lambda Chapter) Scholarship

Ms. Perla Alamillo Rodriguez

$1,000.00

$1,600.00

$500.00

Joe and Ruth Landwerlen Scholarship Fund Mr. Brayden Scarlett

Ms. Carlee Mohr

$500.00

Mr. Jacob Kelley

$500.00

Mr. Kyle Tilley

$2,000.00

John D. Haehl Scholarship Fund

Ms. Esther Renee Knepp

$500.00

Mr. Shawn J. Leffler

$2,000.00

Ms. Cora Parker

Ms. Gladys Chavez

$500.00

Ms. Kendall Redd

$1,200.00

Mr. Christopher Ott

$500.00

Ms. Laura Crosby

$1,200.00

Mr. Brayden Scarlett

$1,500.00

James Peck Memorial Scholarship Fund

Gene and Kay Dellekamp Scholarship Fund

George E. Kent Scholarship Fund Trust

$500.00

James D. McKinney Scholarship Fund

Mr. Graham Trotter

Floyd and Mildred Wagoner Scholarship Fund Mr. Bailey Culp

$10,000.00

Mr. Max Lewis

Dr. V. Brown Scott and Harold McWilliams Scholarship Fund Ms. Kathryn Neisler

Ms. Hannah Wolsiefer-Leak Ms. Julie Baughman

Dr. Phyllis J. Fleming Ph. D. Scholarship Fund Ms. Betsy Balish

Ms. Perla Alamillo Rodriguez

J. S. “Sid” Glasson Scholarship Trust

Psi Iota Xi Education Award Scholarship Fund

Daniel and Emma Avery Scholarship Trust

$1,000.00

$1,000.00

John F. Stickford Nursing Scholarship Fund Ms. Hannah Nuthak

$11,000.00

Ms. Megan Jaynes

$11,000.00

$1,050.00

Scholarships help students 41

www.blueriverfoundation.com


2016 Scholarships Katie Ernstes Scholarship Fund

John Lee Scholarship Fund Ms. Katlyn Kuntz

$500.00

Mr. Lucas Barrett

$1,200.00

Mark W. Williams Memorial Scholarship Fund Mr. Michael Myers

$5,000.00

John R. and Rosamond Terry Page Scholarship Fund

Laura H. Billman Scholarship Trust

Ms. Morgan D. Parker

Mr. Lucas Barrett

$1,400.00

Ms. Cora Parker

$1,500.00

Ms. Samantha Dowell

$1,400.00

Mr. Chase Malcom

$2,000.00

Ms. Alexandra Alvarado

$2,000.00

Ms. Andrea Castellano

$1,500.00

Mr. Brayton Lipperd

$1,500.00

$500.00

John R. Foltz Memorial Scholarship Fund Ms. Samantha Dowell Ms. Sarah Callahan

$1,250.00 $625.00

Joseph and Laura Plymate Scholarship Fund Mr. Nate Krautheim

$570.00

Judith Erlewein Memorial/ Morristown Lions Scholarship Fund

Martin Schulz Scholarship Trust

Louis and Mary J. Abstine Scholarship Trust Mr. Leonardo Lua Mendoza

$1,500.00

Mr. Ethan M. Nash

$500.00

Mr. Michael Myers

$6,000.00

Ms. Erica Marcum

$2,000.00

Ms. Alyssa N. Allen

$2,500.00

Mr. Jacob Kelley

$4,000.00

Ms. Esther Renee Knepp

$6,000.00

Marvin Boring Family Scholarship Fund

Ms. Madison Mohr

$3,000.00

Ms. Jennifer N. Wheeler

$2,500.00

Mr. Ethan Runnebohm

$1,500.00

Ms. Alyssa N. Allen

$2,500.00

Ms. Emily R. Stern

$2,500.00

Ms. Cierra Hall

$1,500.00

Ms. Kaitlyn A. Borowitz

$2,500.00

Ms. Aleigha Jones

$500.00

Ms. Meghan N. Baker

$2,500.00

Ms. Lauren Huffman

$500.00

Ms. Avery Kirschbaum

$1,500.00

Mary Platt Oxford Teaching Scholarship Trust

Mr. Cole Johnson

$1,500.00

Mr. Graham Trotter

$3,344.00

Ms. Sarah Green

$1,500.00

Ms. Alexandra Alvarado

$3,344.00

Ms. Kacie Garrison

$1,500.00

Ms. Audrey Ackley

$1,500.00

Ms. Perla Alamillo Rodriguez

$5,000.00

Maurice T. Cherry Family Scholarship Fund

Ms. Samantha Scheibler

$2,250.00

Mr. Blaine Sample

Mr. Eric Colter

$1,500.00

Karol Carwein Elementary Education Scholarship Ms. Gabrielle Needham

$600.00

$2,700.00

financially reach their educational goals. 2016 Annual Report

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42


2016 Scholarships Morris and Helen Tobin Scholarship Fund Ms. Micah Jones

$1,900.00

Norman R. Willey Educational Scholarship Fund Mr. Danny Robinson

Mr. De’Shaun D. French

$4,000.00

$1,500.00

Mr. Jacob Hamblen

$1,500.00

Ms. Madalyn Toll

$2,000.00

Ms. Sydney C. Gilles

$1,350.00

Mr. Trevor Pike

Ms. Chloe N. Sandman

$1,350.00

$500.00

$600.00

Ms. Jessica H. Pyle

$500.00

$750.00

Rick G. Bartlett Memorial Scholarship Fund Ms. Amanda Sneed

$500.00

Mr. Levi Armentrout

www.blueriverfoundation.com

$2,000.00

Ms. Chelsea Johns

$485.00

$1,000.00

Willard & Naomi Maxwell Day and Herbert & Evelyn Day Scholarship Fund $3,000.00

Mr. Brandon Lovitt

$1,700.00

Willard E. Hensley American Legion Post 102 Fund

Mr. Conner Hasecuster

$500.00

Mr. Levi Armentrout

$2,500.00

Mr. Jarett M. Posz

$500.00

Mr. Lucas Flanagan

$2,500.00

William Roland Stine Scholarship Fund

Triton Central Paw Club Scholarship Ms. Megan Swisher

$700.00

Mr. Alex Roberts

$700.00

Mr. Trevor Pike

$1,900.00

Women’s Scholarship Fund Ms. Mary Atwood

TOTALS: 43

$1,000.00

Wanda Hindman Memorial Nursing Scholarship Fund

Rachel M. Harding Memorial Scholarship Fund Ms. Katie Settles

$500.00

Mr. Jeremiah T. Sipes

Tom Hession Baseball Scholarship NP

Purdue Booster Scholarship Fund

Ms. Sarah Miller

$500.00

Taylor University Scholarship Fund

Philip Wiseman Scholarship Fund

Ms. Sarah Callahan

Ms. Samantha Dowell

$500.00

Victoria Beyer Memorial Scholarship Fund

Shelbyville Lions Club Scholarship Fund

Paul Goble Scholarship Fund

Mr. Adam B. Troutt

Velma Wortman Scholarship Fund

Mr. Adam Price

Shelby County Legacy Scholarship

Ms. Gladys Chavez

$500.00

Runnebohm Construction Scholarship Fund

Paul & Velta Harrell Memorial Scholarship Fund

Mr. Christopher Ott

TYAA Rick Balish Scholarship

Robert Zimny Football Scholarship Fund

125 awards

$675.00

$233,593.00


2017 Scholarship Highlights

2017 Lilly Endowment Community Scholar

Billy Blocher

William A. (Billy) Blocher is the 2017 Shelby County Lilly Endowment Community Scholar. Billy is the son of Bill and Susan Blocher and graduated in May from Shelbyville High School. At the time of application, Billy was ranked number one in his graduating class and his GPA was 4.7 on a 4.0 scale. Some of his many extracurricular activities included; senior class president of Student Council, National Honor Society, the SHS Student Leadership Committee, National Society of High School Scholars, SADD/ Drug Free Youth Council, baseball, and basketball. In addition, he is an active community volunteer who enjoys serving in various capacities at St. Joseph Catholic Church, as well as, Salvation Army, and Hospice. In addition to his many achievements, Billy was recently selected as an Indiana Academic All-Star by the Indiana Association of School Principals. He will attend the University of Notre Dame this fall.

Due to the timeline changes to the Lilly Endowment selection process, BRCF decided to announce the 2017 recipient of the scholarship differently. Billy was surprised at school. We look forward to announcing the 2018 recipient in December.

2017 Lilly Endowment Community Scholar Finalists Morgan Brockman is a graduate of Southwestern High School

and will be attending Indiana University-Bloomington in the fall to major in political science. In addition to an impressive resume of extracurricular activities, Morgan has participated in a variety of community endeavors and is the founder of the Shelby County Sheriff’s K-9 Fund. After her undergraduate studies, Morgan may attend Law School.

Isaac Bush, a recent Southwestern High School graduate, plans

to attend the University of Indianapolis to double major in Actuarial Science and Finance. One of Isaac’s major accomplishments while attending SWHS was creating a peer-to-peer tutoring program. His team of tutors helped over 100 students by the end of the 2016 academic year. Because of Isaac’s desire to help fellow students, this program continues to make a difference for Southwestern students.

Emily Huffman is a recent graduate of Morristown High School.

Emily will be attending Butler University in the fall to major in Biology. While attending MHS, Emily participated in number of activities. Although her resume is quite extensive, a few of her school involvements were National Honor Society, Gymnastics, Band, Basketball, and Student Council. Emily plans to eventually study medicine upon completion of her undergraduate studies.

Emma Lutes is a graduate of Morristown High School and will be attending Butler University this fall to major in Healthcare Science. In her scholarship essay Emma quoted Albert Einstein, “Only a life lived for others is a life worthwhile.” Emma demonstrates a true passion for serving others. She has already participated in some mission work and hopes to continue this type of volunteerism into adulthood. By following a career path in the health field, Emma believes she can make a real difference in the lives of others.

Danielle Schweitzer, a Triton Central High School graduate, plans to attend Marian University to major in Elementary Education. Danielle has known from an early age she would pursue a career as an elementary teacher. While attending TCHS, she participated in the peer mentoring program where she worked with first and second grade students and teachers during one class period each day. Danielle excels at working with young children and understands the impact one can make on the life of a child. *All finalists received a renewable scholarship through BRCF.

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Featured New Funds What happens when an organization ceases to exist? Perhaps a new program takes its place, and the organization is no longer needed, a funding stream or grant ends, or the program is simply no longer needed. Often, there are remaining assets that must be distributed. In some cases, the Blue River Community Foundation can accept those assets and create a new Field of Interest Fund that is consistent with the original purpose and mission of the organization when they were operating. Two such funds were established with BRCF recently: The Shelby County Life Long Learning Fund and the

Bears of Blue River Fund.

SHELBY COUNTY LIFE LONG LEARNING FUND Shelby County Life Long Learning served to further educational opportunities for under-employed adults with the purpose of increasing educational attainment for our adult population, increased earnings, and growing a trained workforce for our employers in Shelby County. The organization had many successes, including a welding certification and certified nursing assistant program that were supported by grants and local EDIT funds. New organizations and programs have filled that role, and SCLLL was dissolved. Remaining assets created the Shelby County Life Long Learning Fund, which will continue to support educational and workforce development programs for under and unemployed adults.

BEARS OF BLUE RIVER FUND The Bears of Blue River Festival celebrated Downtown Shelbyville over a thirty year period from the 1980’s, when it was a 10-day festival until recently, when the group made the collective decision to “pass the baton” to the other successful event committees, like First Fridays, Taste of Shelby County, Wine Walk, and others. The Bears of Blue River Festival Committee transferred the remaining balance to create an endowment fund that will support Downtown Shelbyville festivals forever.

TOP

10

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 future needs for generations to come

45

www.blueriverfoundation.com


2017: In Progress

Capacity Building Work: The Foundation has continued to work with the organizations that engaged in the Ignite Shelby County

process through capacity building work and phasing projects. The grant committed to the Shelby Arts Alliance to fund a coordinator will follow after the ongoing board development work and planning that will help define the job description for the coordinator to succeed. The Shelby County Historical Society has also been engaged in intensive development and planning work with BRCF to help ensure sustainability and growth in line with the mission of the organization.

Scholarships: For the second year, the deadlines are earlier than in the past. The Lilly Endowment Community Scholarship applica-

tion, which provides four years of tuition and fees for the recipient is due September 1st. In addition, the BRCF General Application opens November 1st and must be submitted by January 15, 2018. BRCF is also holding scholarship workshops for Shelby County Seniors to learn more about available scholarship opportunities, the application process, expressive essay writing, and other suggestions to consider when applying. Past Shelby County Lilly Scholars are also providing information about their college experiences.

Continuing support for Ignite Grant applicants: Although only one $150,000 Ignite Grant was awarded, BRCF was and remains

committed to working with the other applicants to move their projects forward. In addition to the grants made to the applicants, which are described in the Grant Highlights section, BRCF was awarded a Quick Placed Based Investments Grant from the Office of Community and Rural Affairs and Indiana Tourism to help fund the Freenotes Harmony Musical Instruments Grouping at Blue River Memorial Park. This new feature at the park is fully accessible and creates an interactive, creative play space.

Partnerships: The Foundation is involved in the discussions about redevelopment of the former Major Hospital Site. Goals for the eventual use of the site include a use that is a community asset and contributes to vitality of Downtown Shelbyville, both the historic residential neighborhood in which the site is located, and adjacent commercial district.

2016 Annual Report

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Member of

Blue River Community Foundation 54 W. Broadway, Suite 1, Shelbyville, Indiana 46176 t: 317.392.7955 f: 317.392.4545 brf@blueriverfoundation.com www.blueriverfoundation.com

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

2016 BRCF Annual Report  

Blue River Community Foundation's 2016 Annual Report

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