2023 Impact Report

NAVIGATING

OUR NEXT

CENTURY Impact Repor t FY 2023

“Forging forward, together, we will navigate -Laurence C. Gumina the winds of change.“

An “All-In” Approach to Navigating our Next Century It’s been said that change is the only constant in life, and our industry has certainly seen its fair share. As I look back on another year and reflect on the transformations that have taken place, I am incredibly proud of our team who have advocated for even higher levels of excellence. From introducing innovative programs that improve access to quality and increase efficiency, to strengthening our retention and recruitment strategies, I believe we are setting the standard for what aging services should be.

Over the next ten years in the United States, there is a projected increase of 11.7M in those age 75 or older,* a population that will come to represent 26% of Ohio by 2030.** In order to meet these growing needs, we must proactively position our organization. So, in light of escalating wage pressures, talent shortages and operating margin pressures, we continue to add new independent living residences, embrace technology, and introduce specialized care and services.

Throughout this report, you’ll learn about our how we are employing technological advancements, adapting to changing demographics in our emerging markets, investing in staff training and development, and elevating operational and clinical care across all service lines. You’ll also read about our focus on diversity, equity, and inclusion as well as our commitment to memory care and cognitive health.

Lastly, I am honored that Ohio Living again received a Great Place to Work designation.

To me, this demonstrates that what we do is more than just a job – it’s our mission.

As I look to the future, I know the winds of change are inevitable. Yet forging forward together, in partnership with you, we will successfully navigate our next century.

Laurence C. Gumina Chief Executive Officer

* Source: U.S. Census Bureau, Population Projections Released Dec. 2021 ** Source: Ohio Department of Aging

Impact Report 2023 | 3

Guiding the Way Ohio Living Board of Directors

Kevin Futryk+ Chair

Laurence C. Gumina*+ Chief Executive Officer

Melissa Ingwersen At-Large

James Joyce*

Sandy Adam*

Donald (Gus) Edwards**

Paul Flannery+

Richard J. Frenchie~

Barbara Sears-Roshon+

Ohio Living Executive Team 4 | Impact Report 2023

Terry R. White* Resident Director

Rev. Raafat Zaki+

Leslie Belfance Chief Operating Officer of Communities

David De Simone Chief Counsel and Compliance Officer

Dan Ginis Chief Development Officer

* Ohio Living Communities Representative | ** Ohio Living Communities Chair | +

Ohio Living Foundation Board of Directors

Mark Baltimore*

Dorothy Blom*

Bruce Boyd +

Mary L. Cochran+

Dennis Deibel*

Richard J. Frenchie* Chair

Dan Ginis Chief Development Officer

Laurence C. Gumina Chief Executive Officer

Mary Ann Jacobs+

Robert E. Parker Ex-Officio

Bonnie Quist+

Laurence C. Gumina Chief Executive Officer

Sheldon Taft*

Wendy Kiser Chief Operating Officer of Holdings

Rev. Chris White*

Mica Rees Chief Brand & Growth Officer

+ Ohio Living Holdings Representative | ~Ohio Living Foundation Representative

Bernard Wright, Jr.*

Robert B. Stillman Chief Financial Officer

Dana Ullom-Vucelich Chief Human Resources Officer

Impact Report 2023 | 5

Charting a Path Towards Growth

As we prepare for the opportunities of tomorrow, Ohio living continues to be proactive by introducing growth strategies across Ohio and we continue to strengthen the core of our mission, which begins with our team.

As our people drive our mission every day we are, once again, humbled and proud by the high trust index and the industry recognition as one of the nation’s greatest places to work!

6 | Impact Report 2023

FY23 OL Total Revenue by Source

OHIO LIVING TOTAL FY23

Entrance Fee

Private Pay 48% Medicaid 12%

Total $201,651

(in thousands)

Throughout 2022 we were busy constructing Heritage Pointe, a new 57 unit independent living addition to Ohio Living Westminster Thurber, which opened and filled in May, 2023. As we continue to prepare for the growth in the greater Columbus market this is only the beginning of what lies ahead. During the year, our board of directors approved our strategic vision to expand our growth strategies in the greater Columbus and Cleveland markets. Get ready!

Medicare 23%

Grants - Covi

Other Third P Medicaid

Other Third Party 12% Grants 2%

Medicare Private

Entrance Fees 3%

As we continue to grow, we are strengthened by the diversification of our Perennial Advantage Plan of Ohio, our Ohio Living owned Medicare Advantage Special Needs plan. This plan continues to grow in membership across Ohio with over 700 members, including residents of Ohio Living. As a complement to the Medicare Advantage growth, due to the ongoing COVID-19 induced labor pressures, we reduced skilled nursing services on the majority of our campus communities. This proactive positioning continues

Operating Revenues and Sources FY23 OL Communities Total Revenue by Source

FY23 OLHHH Revenue by Source

OHIO LIVING COMMUNITIES FY23

OHIO LIVING HOLDINGS FY23

Entrance Fee Amortization

Grants - Covid Re

Private Pay 64%

Private Pay 2%

Medicaid 12%

Medicaid 10%

Grants - Covid Related

Total $148,453

(in thousands)

Other Third Party

Other Third Party

Medicare 8%

Medicare

Other Third Party 8%

Medicaid

Total $53,198

(in thousands)

Grants - COVID Related 2% Private

Medicaid

Medicare 64%

Medicare

Other Third Party 23% Grants 1%

Private

Entrance Fee Amortization 4%

Financial Performance Financial Position (in thousands)

FY 2023

FY 2022

ASSETS Cash

$12,027

$17,793

Accounts and contributions receivable, net

18,328

21,555

Investments

322,392

319,349

Assets held by others

19,171

18,850

Total Assets

$498,671

$525,141

LIABILITIES AND NET ASSETS Accounts payable

$16,010

$22,278

Deferred revenue

64,129

56,038

Other liabilities

19,093

Other assets

Payroll and related liabilities Refundable entrance fees

As we continue to realize precedent setting growth in our Home Health, Hospice and Palliative Medicine operations we continue to expand our market share throughout Ohio. In addition, we introduced a joint venture with Curana Health by expanding Ohio Living’s value-based primary care offerings throughout the state.

As we chart our course into the future, Ohio Living is well-positioned for success in the years ahead.

113,361

Property and equipment, net Assets whose use is limited

to add strength to our operating performance.

100,422

7,018

19,313

8,486

31,295

14,650

19,583

10,961 33,156 19,034

Financing debt

241,691

251,881

Net assets

113,784

125,145

Interest rate swap value liability

4,183

6,638

Total Liabilities and Net Assets

$498,671

$525,141

Activities and Changes in Net Assets

FY 2023

FY 2022

Operating revenue

Operating expenses

Foundation activities - excluding investments Investment income and realized gains Unrealized (loss) gain on Living investments Condensed statements for Ohio and subsidiaries for the fiscal year ended June 30.

$201,651

(220,051)

(237,822)

3,869

9,767

2,276

(28,405)

4,031

10,846

($11,361)

($29,179)

(1,404)

(Loss) gain on property disposal - net

(6,844)

(Decrease) increase in Net Assets

(964)

4,661

Other

Change in fair value of interest rate swaps

$217,923

(524) (-)

Capital Expenditures

Expense Breakdown

$44,306

Total $220,051

$36,201

(in thousands)

Inpatien $14,035

Salaries & Wages 43%

Ancillary 7%

Depreciation 10%

Interest 4%

2021

Food

2022

2023

Independent Living Occupancy

Benefits/Payroll Taxes 9%

Utilities 3%

Professional 8%

Real Estate Taxes 3%

Other 8%

Food 3%

88.3%

91.7%

88.9%

Real Est Utilities

Inpatient Hospice Room/Board 2% 2021

2022

2023

Communities Capacity

Skilled Nursing

Interest

824

656

Independent Living

$5,131

$6,414

$6,962

$7,371

$8,800

$15,899

$17,005

$18,026

$19,470

$22,735

$97,238

Assisted Living

824

458

454

455

1,625

1,617

1,662

2021

2022

2023

Ancillary Other

Skilled Nursing Admits and Discharges Discharges

3,267

12,759 8 | Impact Report 2023

Home Health Patients Served

405

Hospice Patients Average Daily Census

Admits

3,433

Professio

1,909 3,229

3,541

2,092

2021

2022

Benefits

2023

Documenting the Adventure Throughout this report you will find photos that showcase the vibrancy of Ohio Living residents.

These images also highlight their talent. The cover photo was taken by Ohio Living Swan Creek resident Bill Jenks (who is the subject of the photo on page 24), and additional images (pages 2, 3, 6, 9, 10-11, 14, 16, 20, 22, 24, and 27) were captured by fellow resident Lou McLove (who is featured in the cover photo).

We are so grateful that both photographers shared their beautiful work with us, and allowed us to share it with you. Their talent and expertise perfectly demonstrate the vibrancy and energy present in Ohio Living communities around the state, and speak volumes as we all strive to combat the stereotypes of aging and create a new image of senior adulthood that is engaged, active, and meaningful in every way.

Total Financial Impact to Those We Serve

$18,470,651 Skilled Nursing & Assisted Living Medicaid Charity

Medicaid is the state of Ohio’s health care funding source for low-income individuals.

The dollars here represent the difference between the cost of care at Ohio Living skilled nursing and assisted living facilities, and the Medicaid and Medicaid Waiver reimbursement rates of care.

$17,826,751

Life Care Commitment

The Life Care Commitment, with the help of charitable support from the Ohio Living Foundation, assures all Ohio Living residents that they will always have a home even if – in good faith – they exhaust the funds meant to see them through.*

$428,338

Life Plan Communities, Home Health & Hospice, Foundation and Corporate Office

Honorable Service Grants

$122,062

$93,500

Representing community benefit activities.

*

The information below illustrates the total financial impact of Ohio Living’s community benefit. Each dollar represents our commitment to every community we serve:

Primary factor in total is Medicaid rate differential for assisted living.

We have instituted a program to honor the service of long-standing church workers and those with military service. This program provides significant discounts on fees for apartments and homes at Ohio Living life plan communities.

Impact Report 2023 | 9

Reaching New Heights o

• Ohio Living Lake Vista in Cortland and Ohio Living Rockynol in Akron were recognized in the categories of Best Independent Living, Best Assisted Living and Best Continuing Care Retirement Community.

• Ohio Living Quaker Heights in Waynesville and Ohio Living Sarah Moore in Delaware were recognized in the categories of Best Assisted Living and Best Continuing Care Retirement Community.

U.S. News & World Report ratings are based on an indepth analysis of consumer-satisfaction data derived from resident and family surveys. Each community is rated on several criteria, including resident and family members’ satisfaction with safety, care, community management and staff, value, and other services and amenities provided by the community. In this fiscal year:

• Ohio Living Llanfair in Cincinnati and Ohio Living Mount Pleasant in Monroe were recognized in the categories of Best Independent Living and Best Assisted Living.

• Ohio Living Dorothy Love in Sidney earned a Best Independent Living designation.

• Ohio Living Vineyard on Catawba in Port Clinton earned a Best Assisted Living designation.

5-Star Quality Ratings In fiscal year 2023, five of our skilled nursing locations — Ohio Living Breckenridge Village, Cape May, Lake Vista, Swan Creek and Quaker Heights — received five-star ratings in long-term care/rehabilitation from the Centers for Medicare and Medicaid Services.

10 | Impact Report 2023

of Quality and Excellence

For the seventh consecutive year, readers of The Columbus Dispatch voted Ohio Living Westminster-Thurber the CBUS Top Pick for Best Assisted/Senior Care Living, along with a being a Top Pick for Best 55+ Active Adult Apartment/Condo Living and Best Apartment Complex.

Ohio Living Cape May was honored as a Best of Senior Living 2023 award winner for the third consecutive year

by A Place for Mom, which recognizes the top 1-2% of nearly 45,000 senior care providers across the country.

Ohio Living has once again received the coveted Great Place to Work™ distinction from Great Place to Work®, the global authority on workplace culture. Ohio Living has also been nationally ranked at #20 on Fortune magazine’s list of Best Workplaces in Aging Services in fiscal year 2023.

Scan here to hear what some of our employees have to say about working at Ohio Living!

Deficiency-free Surveys The Ohio Living Home Health & Hospice in the Greater Cleveland, Youngstown and Akron areas all earned perfect, deficiency-free surveys from the Community Health Accreditation Program (CHAP).

Impact Report 2023 | 11

Silver Heart Award for Endurance Ohio Living employees continue to rise above the call of duty to extend extraordinary, high-quality care across all lines of business. For fiscal year 2023, our Silver Heart employee award focus

was Endurance, and nominations were received

for Ohio Living employees who best exemplified grit, tenacity, unwavering loyalty, perseverance, hardiness, and stamina in the workplace. One

person per location was selected to receive this special recognition.

Ohio Living Breckenridge Village - Barbara Bixel Ohio Living Cape May - Lisa Scroggy Ohio Living Corporate - Jenna Fletcher Ohio Living Dorothy Love - Kelly Foster Ohio Living Home Health & Hospice: Greater Akron - Kimberly Dennis Greater Cleveland - Heather Hrina-Medvec Greater Columbus - LaVetta Bryant Greater Dayton - Jasmine Lotz Greater Toledo - Tim Rabara Greater Youngstown - Anastascia Beight Village - Jen Donaldson Ohio Living Lake Vista - Rick Donko Ohio Living Llanfair - Lisa Cunningham Ohio Living Mount Pleasant - Susan Metuge Ohio Living Palliative Medicine - Laura Rice Ohio Living Quaker Heights - Sarah Rohrer Ohio Living Rockynol - Sany Torres Ohio Living Sarah Moore - Natasha Phelps Ohio Living Swan Creek - Jacob Newman

Recognition for Best Multimedia Campaign The Ohio Living Brand & Growth team’s hard work was recognized by Aging Media Network with a 2023 Aspect Award for Best Multimedia Campaign.

The Aspect Awards honor projects and campaigns that showcase the industry’s best examples of marketing and advertising. The award-winning campaign, “Celebrating Our 100 Year Legacy,” was executed throughout 2022, Scan here to view the during the organization’s centennial year winning submission! of operation.

Two Ohio Living Leaders Named McKnight’s Pinnacle Award Winners Two senior leaders at Ohio Living, CEO Laurence Gumina, and Chief Human Resources Officer Dana Ullom-Vucelich, were inducted into the first-ever McKnight’s Pinnacle Awards class. The awards honor industry veterans who have set standards, driven change, and provided guidance and inspiration to peers and the senior care, skilled nursing or home care sector at large.

“With the Pinnacle Awards, McKnight’s is honoring the individuals who have not only reached the top of the profession but managed to remain there for years,” said Publisher Craig Roth.

“They’ve inspired us in the past and they’ll continue to do so for as long as they remain in the field.”

Ohio Living Westminster-Thurber - Josh Bailey

Nominations were judged by an external panel of industry experts, and winners were honored at a gala awards ceremony and dinner in Chicago on March 7, 2023.

12 | Impact Report 2023

“It is a great honor and privilege to care for someone as they transition through life,” says Laurence Gumina, Ohio Living CEO. “Dana and I are humbled to receive Pinnacle Awards from industry partners Scan here to learn whom we respect and work alongside.” more about the award!

Ohio Living Vineyard on Catawba - Shirley Green

Ohio Living Westminster-Thurber Opens Heritage Pointe Beginning May 1, 2023, the inaugural residents of Heritage Pointe, the newest apartment building at Ohio Living Westminster-Thurber, started moving into their brand new homes.

Heritage Pointe originated as a response to the thriving Victorian Village neighborhood in downtown Columbus; the growing population of seniors in the area; and the resounding success of Goodale Landing, Heritage Pointe’s sister building that opened in 2016.

The new expansion was announced in spring 2020, on the cusp of the COVID-19 pandemic. Virtual presentations and socially distanced tours throughout the coming months resulted in two-thirds of all apartments being reserved by the end of the year. Ground was officially broken in February 2021.

Scan here to hear from Ohio Living The 11-story, 57-unit tower, features 9-ft ceilings, large four-season sunrooms, Westminster-Thurber balconies, granite countertops, custom finishes, heated bathroom floors, and all the residents and staff. top-class amenities and services that are the trademark of Ohio Living communities.

Impact Report 2023 | 13

Leading the Way in Care, Service, and Innovation Ongoing staff training in patient-centered care, DEI best practices and cultural competency is a priority across our diversified service lines.

Thanks to dedicated funds from Ohio Living Foundation donors, SAGECare training kicked off in 2023 with our executive team. This training addresses the concerns and unique history of LGBTQ+ older adults, as well as meaningful action steps that can be taken to improve the quality of supports and services we provide. For us, this is leading with love, and we are working toward cascading this training to leaders across our organization to become fully certified.

On the patient care side, clinical teams from throughout the state participated in skills labs at Scan here to learn more various Ohio Living sites this year too. We continue to invest in staff to ensure our teams are well-equipped with the skills and knowledge necessary to provide top-tier care and services to about diversity and inclusion at Ohio Living. all those we serve.

Celebrating what sets us apart: faith, compassion, and community For more than 100 years, Ohio Living has prioritized a ministry of care in every sphere of our organization. From our mission to provide adults with caring and quality services toward the enhancement of physical, mental and spiritual well-being consistent with the Christian Gospel, to our core values of Care, Customer Service, Financial Stewardship, Innovation, Integrity, Leadership and Inclusion, we believe faith, compassion, and community are guiding principles that set us apart.

To this end, we have an extraordinary team of chaplains, spiritual care coordinators, and bereavement coordinators across the organization who help our teams, families, patients, and their loved ones navigate the mountains and valleys of pain, grief, and loss, as well as provide encouragement and promote spiritual growth. Their commitment to listen, minister and demonstrate love transcends denominations and faith traditions. Through personal visits, group studies, and faith-based activities, our Spiritual Life team leads with compassion that in turn, builds faith and cultivates deeper levels of community.

14 | Impact Report 2023

Leadership Announcements

Introducing Concierge at Home Summer 2023 ushered in a new Ohio Living service known as Concierge at Home. Concierge at Home provides personalized collections to ease the burden of home services such as house cleaning, laundry, maintenance, yard work and beyond, and is open to anyone desiring this assistance.

Concierge at Home is a value offering to life plan community residents who would like to prepare their home for holiday visitors, short-term residents returning home after a rehab stay, and home health patients who would benefit from someone caring for Scan here to learn more their lawn, among others. about this service!

Vetted service providers are dispatched to assist with a wide range of needs, at any desired frequency, assuring cost-effective and highquality options.

Having previously served as executive director and administrator at Ohio Living Rockynol for since 2013, Kara Hanzie was appointed as executive director of Ohio Living Breckenridge Village in December 2022.

David De Simone joined Ohio Living in April 2023 as chief counsel and compliance officer. De Simone brings 25 years of legal experience, most recently serving as the senior vice president for CentraState Healthcare System in Freehold, N.J. Adding to his executive director responsibilities for Ohio Living Village Home Health & Hospice, Ben Hasselbeck assumed oversight of Ohio Living Home Health & Hospice in Greater Columbus in June 2023.

Ohio Living Representation at the Columbus Pride Parade Over two dozen staff and residents from Ohio Living Westminster-Thurber and Ohio Living Home Health & Hospice – Greater Columbus participated in the Columbus-area Stonewall Pride March on June 17, 2023. With matching shirts, signs, flags, and a fully decorated bus, they demonstrated our ongoing commitment to LGBTQIA+ equity and inclusion to the community — not only recognizing each person’s uniqueness, but celebrating it!

Scan here to learn more about the celebration!

Impact Report 2023 | 15

Equipping our Team to Transform Memory Care As more robust research emerges about brain health and the best approaches to caring for persons living with dementia, Ohio Living is being intentional by providing relevant training and resources for its employees, with funds raised through its charitable arm, the Ohio Living Foundation.

A three-phased transformation process is under way, beginning with the Hearthstone Institute’s coveted Memory Care Center of Excellence Certification process across Ohio Living’s communities. In fiscal year 2023, six Ohio Living communities (Ohio Living Mount Pleasant, Llanfair, Swan Creek, Breckenridge Village, Dorothy Love and Westminster-Thurber) became Hearthstone Certified Memory Care Centers of Excellence.

PHASE 1

Memory Care Centers of Excellence

PHASE 2 Campus-Wide Engagement

PHASE 3

Broader Community Resources

The first phase of certification implements the I’m Still Here™ approach, which prioritizes hope and the founding belief that every person living with dementia is truly still there and can experience a high quality of life, regardless of the severity of their memory loss. Through Dementia Specialist training and the implementation of the Center of Excellence principles and practices, employees across the state are making a difference as residents continue to experience increased engagement and a greater sense of meaning and purpose.

As part of Dementia Specialist training, siloed views of positions and job responsibilities are replaced by a collaborative approach to providing care. Without a collaborative approach, nurses would primarily focus on a resident’s medical needs; activities assistants would focus on providing entertainment; and housekeepers would focus on the physical environment. With the enhanced teamworkdriven approach, many employees have reported higher levels of job satisfaction.

16 | Impact Report 2023

Along with higher job satisfaction, employees have also noted a new sense of empowerment to confidently execute what they’re learning in the field; which leads to improved engagement and decreased agitation for residents. Following the introduction of “Demonstration – A Dementia Specialist’s Super-Power” training, a direct caregiver shared an upbeat experience she had with residents while assisting with their personal care. She used a toothbrush to demonstrate the appropriate steps for teeth brushing, one at a time, using actions and fewer words. Suddenly, residents who hadn’t participated in brushing their teeth before were now doing some or all of the step — regaining independence! She pointed back to a guiding principle from the training – “Cueing is better than doing” – to chronicle her excitement.

The second phase of the transformation process, “Campus-Wide Engagement,” focuses on expanding the continuum of dementia care to independent and assisted living environments. The aim is to promote aging in place and assist with creating a dementia-friendly environments through education, understanding and shared experiences.

Independent living at Ohio Living Mount Pleasant was selected as the pilot site for phase two of Ohio Living’s memory care transformation. A second pilot beginning in January 2024, and funded by a generous Foundation donor, will train team members who work with residents in assisted living.

The third and final phase, made possible through future gifts to the Ohio Living Foundation, will extend Hearthstone training to all Ohio Living Home Health & Hospice team members and those they serve in 51 counties across the state. Ohio Living also intends to Serve as a Resource for people in the general community with memory issues and their families so they can better navigate the challenges of living with these conditions.

Supporting the Journey GIFT DESIGNATIONS ­— TOTAL $5,550,041 Life Care $843,935

Communities $4,720,776

Capital $565,343

Capital $4,005

Home Health & Hospice $829,264

Program $1,356,933 Endowment $1,513,825

Hospice $82,623 Program $588,892 Unrestricted $153,744

Unrestricted $440,740

GRANT SUPPORT HIGHLIGHTS

$1,376,955

INVESTMENT PORTFOLIO PERFORMANCE

Communities 57%

Total Grant Support

Fiscal Year

Market Value

Percentage Change

2021

$63,727,086

15.28%

Hospice 12%

2022

$54,538,383

-14.42%

Programs 21%

2023

$56,642,815

3.86%

Home Health & Hospice 43%

$1,376,955 Total Grant Support

Pandemic 52% Charitable Care 15%

TOTAL ASSETS (in thousands)

TOTAL GIFTS & REVENUE (in thousands)

$5,961

$90,656 $77,917

ENDOWMENT TOTAL (in thousands) $72,652

$5,550

$79,906

$62,961

$65,335

$4,341

Market Gain Invested Annuities Pledged/Other 2021

2022

2023

2021

2022

2023

2021

2022

2023

Impact Report 2023 | 17

Trustees’ Roundtable $5,000,000 and above Anne* K. & Byron* Christman Anne* M. & M. Roger* Clapp $2,500,000-$4,999,999 Verla B. McClure* Else L. Schulze* Arnold D. & Helen R. Stambaugh Charitable Foundation Edward R. Wells* $1,000,000-$2,499,999 Countess Brown* Central Ohio Area Agency on Aging Council on Aging of Southwestern Ohio Clara L. Curry* John M. Disser* Kay* J. & Paul* J. Everson Helen C. Hauck* Helen* T. & Roland* M. Hauck Jane* & Harvey* H. Haynam Ellen* T. & Russell* E. Huston Thelma Jungkind* Mary Kittredge* The Norbert A. Lange Trust Catherine* K. & Howard* L. Luedeke Marjorie* & Russell* E. Lyons V. Nadine* & William* B. Maitland Loraine* M. & Charles* J. Moore Ohio Department of Education Robert B. Picking CRUT External Trust Mary* & Karl* E. Prindle Jeanne H. Reed* Nell Rose* & Clifford* J. Riel Juliet* & John* F. Schoedinger Mary Louise* & Harold* W. Shaw H. Matson Smith* United Way of Central Ohio Pauline M. Way* $500,000-$999,999 Margaret* B. & J. Oliver* Amos Anonymous (2) Area Agency on Aging, 11 Meredith* & Niel* Buckley The Cleveland Foundation 18 | Impact Report 2023

Mary Ellen* A. & Robert* S. Colquhoun Catherine Cowan* Marian R. Easton* Ruth B. Emmons* John W. Frasche* The GAR Foundation Vera D. Ginn* Mary Jo* & Ralph* L. Helman Katherine* M. & Jonathan* E. Ingersoll Olga* & Elmer* Juhnke Ruth* & Bud* Ketchum Ruth E. Kyle* John C. Lampasone* Mildred Lenk* Mary E. Liebenauer* Donald D. MacEwan* Eleanor* & Willard* Manbeck Oleta* O. & William* T. Maxwell James & Mary McFarlin Foundation Anne McKee* & Helen Sharadin* Leona B. Mithoff Fund of The Columbus Foundation Theodora Mrusek* The Nason Foundation Ohio Department of Transportation Rosemary Ovenden* Jeanne M. Patterson* The Reinberger Foundation Hertha E. Reinert* Jeanette* & John* Sargeant Thelma* & Robert* Sargeant Phyllis Schoenberger Joan & Don* Selle Janet A. & William* C. Shannon Margery J. Shields* Donald D. Smith* Edith H. Smith* Marian Snook* Dorothy* & Ralph* J. Stolle Jerome Taylor* Helen E. Turner* The Veale Foundation Marion* M. & Richard* Whitbeck Florence Whitesell* Thomas B.P. Williams* Marion B. Wilson* Emily* & Harold* Wolf

Recognizing cumulative irrevocable giving of $100,000 or more

$100,000-$499,999 Frances Aberle* Eleanor B. Ackerman* Barbara* & Dick* Adams The American Foundation Dorothy* R. & William* T. Amos Amos Press Gertrude O. Anderson* Anonymous (19) Maxine* & Ben* Ansley AT&T Lucy Jo Atkinson* Ralph Augspurger* Winifred & Allan* S. Austin The Bahmann Foundation Mildred G. Bauer* Sally* & Hamilton* Beatty Gail E. Becher* Mary E. Becker Charitable Trust Ruth H. Beecher Foundation The Ward Beecher Foundation Guy Bellows* Mary Lou Bellows* John S. Beltz* Millicent Bender* Sue Ann Benedict & Robin Wicks Robert G. Bierbaum* William W. Billing* Margaret A. Bissell* Violet H. Bittner* Hazel D. Blankenbuehler* Patricia* A. & Thomas* W. Blazey Dorothy Blom George Bodwell* Virginia Bodwell* Joan Bollenbacher* Helen* & Harold* Bollinger Isabel* V. & Donn* C. Bowlus Clara K. Boyle* Ruth J. Boza* Mildred Bradford* Paul R. Brahaney* Josephine Brandenburg* Thurza* & Marion* Brant Margaret Bretschneider* Curtis E. Brooks* Janyce Bruce* Ginny* & Karl* Bruch Wilson G. Bruggert* Evadine* & Jackson* Bryan Rilma Buckman* Ruth E. Bueschlen*

Dorothy* L. & Arden* H. Burgoon Marian Callow* Cardinal Health Foundation Maurine* & Edward* Carr Bettymae R. Carter* Eva Chapman Trust Barbara K. Chappell Dean & Lorene Chenault Memorial Fund Thelma L. Clark* Margaret Cleaveland External Trust Beatrice J. Cleveland* College Hill Presbyterian Church The Columbus Foundation Columbus Medical Association Foundation The Community Foundation of the Mahoning Valley Conover Trust Robin & Patrick Cook Martha L. Corbin* Barbara* J. & Henry Ray Craycraft Esther Cunzolo* CY Inc. Over 70 Foundation Bette & Jerome Dare Maxene* D. & Russell* D. Darrah Anna* E. & James* L. Davidson Velma* & David* D. Davis Rosemond* & Clyde* DeMott Mary DeWees* Sarah DeWees* Franklin Dickinson* Patricia L. Dineen* Shirley M. Dorman Helen E. Duffy* Lucille* & Glenn* Durflinger Dorothy Saxton Dusa* Annelies R. Dziadzka* Ann* S. & Rev. James* E. Eddy Grace* & Hayden* C. Edwards Sally* & Len Elliott Emerson Climate Technologies, Inc. Verna K. Evanoff* Velma V. Everhart* Mary* E. & Richard* W. Fairchild Dorothy Feldkamp* Karen W. and William R. Feth Ruth Fetzer* John D. Finnegan Foundation

First Presbyterian Church of Sidney Ida Fischer* Donald Flickinger* Marie Flowers* Evelyn* M. & Ralph* B. Folsom Eunice Barnes Foore* Dorothy* & Robert Forney Eugene K. Fouse* Marjorie G. & Robert* W. Fouts Margaret & J. Daniel Francis Franklin County Dept of Job & Family Services Barbara Frautschi* Edgar A. Fry, Jr.* Ray Leslie Fulner* Anne Louise Gatliff* Charlotte C. Gelhaar* Marilyn George* Shirley W. Gibson Estelle* & Carl* K. Gieringer Esther* & Leland* Giffen Jean Gregg Mary Nell Griffin* Shirley Beito & Rev. Glen H. Gronlund Laurence C. Gumina Eleanor* & Daniel* Guy Mary Hankinson* Clifford P. Harmon* Lucille* & Robert* Harris Hartzell-Norris Charitable Trust Robin & Henry* Hatch Jane W. Haynam* Effa Haynes* Helen L. Hayward* Mary C. Heidenreich* Mary Ann & Paul* Heinrichs Lois* & George* Henkle Lois D. Henschen* Anne Herget* Mary Isabel Walker Hessler* Mary D. Hock External Trust Virginia Hoerner* Elizabeth* & Galen* Hoggatt Sandra J. & Thomas G. Hofmann Elinor* & Eugene* Holley Kathleen Holmes* Hospice Trust of Trumbull County Fund Edward H. Hyde* The Ingersoll Family Fund of The

Cleveland Foundation Waneta* & John* W. Jackson Mary Ann Jacobs Irene Jarfas* Anne & Theodore* Jenkins Jocelyn Jenkins* Pauline M. Jernberg Betty S. & William* R. Jewell Helen C. Johnson* The Robert Wood Johnson Foundation Margaret E. Jones* Rayna & David Kaasa Georgia Kah* Mildred W. Kathman* Kathryn Katzenmeyer* Caryl & Kenneth Kemper Jane & Robert Kenney Barbara C. Kerlin* Sophie E. Kerr* Edna M. Kinsinger* Mary C. Klipfel* Knox Presbyterian Church Donna E. Kobasiar* Louise* & Ray Koenig Olga* & August Koenig Marjorie M. Kohler* The Kresge Foundation Elizabeth* L. & George* Kridler Ruth Krup Trust Jo Ann & Lee* Kuhlman The Elroy J. & Fynette H. Kulas Fund of The Cleveland Foundation Elsie* L. & Leslie* J. Kump Doris C. Kuszler Patricia* & James* Laing Lebanon Presbyterian Church Mary O. Lecklider* William C. Leiter Gladys* P. & Arthur* L. Lennox Isaac P. Lewis Memorial Fund June* & James* Limbird The Lincoln Electric Foundation Charles A. Lindabury* Fairy O. Linn* The Linneman Family Foundation Lucille Loer* Marian* S. & Paul* B. Long Nellie Losh* Helen M. Lowther* The Lubrizol Foundation

Eunice B. Luelf* Henry E. Lynch* Mary Boyd MacBane* Marian R. Mahan* Robert S. Malaga Foundation Jane* & Charles* J. Mallue Donna & Charles Mann Patricia & Stanley* Mann Margot Marples Martha* K. & Benjamin* F. Marsh Martha W. Martin* Wilfred S. Martin* Carolyn M. Marvin* Lillian* & Thomas* W. Mastin Richard H. Mather* Adelaide E. Mathers* Shirley* W. & Robert* E. Maurath Wilma* & Wilfred* A. McCoy Donna McDonald* Edna & Mark McMillian Elizabeth McQuiston* Jeanne D. Mears Sue Ellen & Robert* Meil Elizabeth* K. & John* Meloy Elizabeth C. Miller* Carol* B. & Patrick* H. Milligan Thomas Mitchell* Monarch Machine Tool Company Legacy Fund of The Community Foundation of Shelby County Vivian* & Leonard* W. Moore Harry C. Moores Foundation Audrey* N. & W. Royse* Moran Bob & Pat Moss Mary E. Munn* The Murch Foundation Helen Murray* John G. Murray* James Myers Nationwide Insurance Foundation William M. Neckerman, Jr.* Nancy W. Nesbitt* The M.G. O’Neil Foundation Ohio Living Breckenridge Village Care Cards Ohio Living Breckenridge Village Residents Association Ohio Living Dorothy Love Auxiliary

Ohio Living Llanfair Crafters & Woodshop Ohio Living Mount Pleasant Treasure Barn Ohio Living Westminster-Thurber Resident Association Georgeanne* & Jerome* T. Osborne Charles Pace* Mario M. Pagano* Gretta* S. & Hugh* D. Pallister Harriet Parsons* Ray Patton* Helen Paxton* Jeanne* V. & John* Pendery DeLores* Ginn & Robert* M. Peters Susanne R. Pfaff* Dorothy A. Philipp* Lois & William Philips Ruth H. Phillips* Dorothy Pillion* Pollock Company Foundation The Hugh & Myrna Porter Family Geraldine G. Price* Nell* & Robert* A. Quisno Gale A. Race* Stephanie Ramsay* Cecilia U. Randall* Walter A. Randall* Frances E. Raymond* David J. Rees Alice Reginbogin* The Reinberger Foundation Mr.* & Mrs.* Charles Reinherr Charles J. Reynolds* George Riley Dean Robert Mary Alice* & Gene* Roberts Norma* & Martin* Ruehle

First time members in red * Deceased members at time of printing +M embers whose qualifying gifts were designated for Ohio Living and Ohio Living Home Health & Hospice, or multiple locations Impact Report 2023 | 19

William E. Sala* Basil J. and Anne L. Scafidi Charitable Trust Mary Alice Schaff* Antoinette* & Herbert* H. Schlater Carol* & Charles* Schlegel Leo Schneider* Sara Schoppenhorst* Lillian & Paul* Schwesinger Anna M. Shean* Marta & Warren Sheehan John K. Sherman* The Sherwick Fund of The Cleveland Foundation Sandy & Tom* Shoemaker Elizabeth Siena* Heather M. Sindy Edward A. Smith* Kent R. Smith* Mary B. Smith* Mary* G. & Paul* E. Smith Ruth Ellen* & Robert* Meriwether Smith Doris Snook* Wayne A. Stallman, Jr.* Harry Stensen Memorial Fund Lois Stephens* Marian* V. & Dr. John* Stewart The Stolle Corporation Corinne Strasmyer* Wilda G. Streifthau* Alene Strouss* Julia* F. & George* A. Tanner Delphine* C. & William* B. Telford Mary A. Thomas* Martha E. Thompson* Pauline Thurman* C. Carlisle & Margaret Tippit Charitable Trust

Esther M. Tirey* Olive* S. & Oliver* E. Todd Susan H. & John F. Turben United Way of Lake County Howard VanDen Eyden* Tinkham Veale II* Hertha & Ron* Vice Rosemary R. Vordenberg* Clare Walker* Bill and Edith Walter Foundation Ethel* & Cecil* Watkins Walter E. & Carolyn H. Watson Foundation Margaret J. Weber* Martha Welch Norbert E. Werner* Mildred* M. & John* D. Wesson Betty* & James* West Western Reserve Area Agency on Aging Westwood First Presbyterian Church Helen* S. & Charles* A. White, Jr. Abby* E. & Lloyd* Whitesell Charles E. Williams* Willoughby Family Charitable Lead Annuity Trust Miriam L. Wilson* Elizabeth* H. & Heinz* K. Wolf Philip Shin Phing* & Ida Djung Wong* Helen* & Ralph* E. Yingst Joseph Herman & Ruth A. Yoder Memorial Fund The Youngstown Foundation Carol* & R. Dan* Yount Florence Yurek* Irmgard Zutz*

First time members in red * Deceased members at time of printing +M embers whose qualifying gifts were designated for Ohio Living and Ohio Living Home Health & Hospice, or multiple locations 20 | Impact Report 2023

Named Endowment Circle Program Level Endowments Cumulative endowment giving totaling $500,000+ $2,500,000 and above Anne Kilcawley Christman Clapp Endowments for Child Care, Life Care, Support the Caregiver and Wellness $1,000,000-$2,499,999 Kay & Paul Everson Haynam Family Mary H. Kittredge Catherine K. Luedeke Memorial Endowment Helen R. & Arnold D. Stambaugh $500,000-$999,999 Anonymous (2) Ethel Weiman & Ruth Boza John W. Frasche C. H. Ginn & Vera D. Ginn Endowments for Life Care & Spiritual Life Hampshire Buckley Anne Herget Olga & Elmer Juhnke Ruth E. Kyle Marjorie Noble Lyons V. Nadine & William B. Maitland Oleta O. & William T. Maxwell Anne M. McKee/Helen Sharadin Loraine M. & Charles J. Moore Mary & Karl Prindle Reed Whole Person Wellness Endowment Juliet S. & John F. Schoedinger Mark & Phyllis Schoenberger Greenspace Endowment Janet A. & William C. Shannon Mary Louise & Harold W. Shaw Edith H. Smith Marian Snook Jerome Taylor Helen E. Turner Margaret Jean & Edward Wells

Supporting Level Endowments Joel U. Adams Trust Anonymous (8) Velma A. Aikins, RN & Lorne Howe Aikins, M.D. Dorothy R. & William T. Amos Margaret B. & J. Oliver Amos Gertrude O. Anderson Lois C. Armington Lucy Jo Atkinson Gwenydd Beatty Mary E. Becker Ruth H. Beecher Foundation Leon A. Beeghly Betty Z. Bennett Mr. & Mrs. Robert Bierbaum Virginia K. & George B. Bodwell Clara K. Boyle Life Care Endowment Paul R. Brahaney Josephine Brandenburg Thurza & Marion Brant Curtis Brooks Charlotte & Oskar Buschmann Marian & Margaret Callow Life Care Endowment Maurine M. & Edward L. Carr John N. & Bettymae R. Carter Life Care Endowment Eva Chapman Lorene & Dean Chenault Ennice Chopard Margaret Cleaveland Mary Ellen & Robert Colquhoun Copeland Corporation Henry Ray and Barbara J. Craycraft Life Care Endowment Henry Ray and Barbara J. Craycraft Spiritual Life Endowment Esther A. Cunzolo Maxene D. Darrah Velma & David D. Davis Elizabeth & Harold E. Deardorff Shirley M. Dorman Miss Jessie Draden Luzie A. Dziadzka Memorial Endowment Rev. James E. & Ann S. Eddy Spiritual Life Endowment

Sally & Len Elliott Ruth B. Emmons Life Care Endowment Velma V. Everhart Richard W. & Mary E. Fairchild Family Donald G. Flickinger Ralph & Evelyn Folsom Family Robert & Dorothy Forney Life Care Endowment Eugene Fouse Marjorie G. & Robert W. Fouts Barbara Frautschi S. Margaret Gallagher GAR Foundation Charlotte C. Gelhaar Shirley Beito & Glen H. Gronlund Guy Family Handyside Brothers Memorial Endowment William J. Hannum Hartzell-Norris Charitable Trust Raymond & Mary Haserodt Memorial Endowment Robin & Henry Hatch Haynam Family Effa K. Haynes Mary Ann and Paul Heinrichs Family Performing Arts Endowment Lois I. & George Henkle Mary Isabel Walker & John J. Hessler Virginia R. & James A. Hoerner Thomas G. & Sandra J. Hofmann Spiritual Life Endowment Eugene E. & Elinor W. Holley Spiritual Life Endowment Helen P. & Forest E. Hoot Hunter Family Ellen T. & Russell E. Huston Mr. & Mrs. William E. Hutchinson Edward H. Hyde Kay & Jack Ingersoll Waneta & John Jackson Irene Jarfas Jocelyn M. Jenkins Pauline M. Jernberg Betty S. & William R. Jewell Family Helen C. Johnson

John J. & Charlotte N. Jones, Jr. Spiritual Life Endowment Dr. Robert B. & Jane S. Kenney Spiritual Life Endowment Margaret Evans Kirby Memorial Endowment Phyllis L. & William J. Kist Amor E. & Sarah K. Kistner Life Care Endowment Donna E. Kobasiar Life Care Endowment Elizabeth L. & George G. Kridler Jo Ann & Lee Kuhlman Annabel Land Marion C. Lange Norbert A. Lange Esther G. Lawhon Fund Charles Leasure Trust Mrs. Gladys P. & Dr. Arthur L. Lennox Laura Liebenauer Eunice Luelf Rodney Daniel & Mary Boyd MacBane Memorial Endowment John Markwart Carolyn M. & Howard A. Marvin Clem & Verla McClure Memorial Endowment Wilma & Wilfred A. McCoy Donna McDonald Endowment for Beautification & Capital Improvement Mary & James McFarlin Jeanne D. Mears Leona B. Mithoff Vivian B. & Leonard W. Moore Helyn & Daniel Moser Jim & Ceale Myers Summer Concert Series Endowment Keith & Nancy Nesbitt Family Rosemary Ovenden Patterson Family Jeanne V. & John A. Pendery Robert M. & DeLores Ginn Peters Life Care Endowment Susanne R. Pfaff Life Care Endowment Ruth Phillips Life Care Endowment Impact Report 2023 | 21

Robert B. Picking Geraldine G. Price Jane Quinn-Hummel Nell & Robert Quisno Gale A. Race Jeanne Reed Rike Family Foundation Lana & Glenn Rogers Mabel Sarbaugh/Bea Cleveland Anne L. & Basil J. Scafidi Sara Schoppenhorst Else L. Schulze Lillian & Paul Schwesinger Margery J. & Hazel V. Shields Thomas E. & Sandra S. Shoemaker Family Heather M. Sindy Life Care Endowment Donald D. Smith H. Matson Smith Ruth Ellen & Robert Meriwether Smith E. Alice & Joseph F. Smole Doris L. Snook Virginia Spurling Julia & George Tanner Delphine & William Telford Jean Teller

Mary A. Thomas Olive S. & Oliver E. Todd Susan & John Turben Endowment for Life Care & Wellness George & Ilene Verdier Family Hertha & Ron Vice Rosemary Vordenberg Donald Wade Memorial Endowment Pearl A. Wagner Clare Walker Cecil & Ethel Watkins Life Care Endowment Margaret Julia Weber Memorial Endowment Dr. & Mrs. Walter Whayne Webb Florence Whitesell Whitesell Family Charles E. Williams Life Care Endowment Emily M. Wolf Elizabeth H. & Heinz K. Wolf Helen & Ralph E. Yingst Ruth A. & Joseph Herman Yoder

External Trusts

Trusts are enduring – they provide annual income to benefit Ohio Living and the people we serve Mary E. Becker Charitable Trust Josephine Brandenburg Charitable Trust Oskar & Charlotte Buschmann Fund of The Troy Foundation Eva Chapman Trust Dean & Lorene Chenault Memorial Fund Anne Kilcawley Christman Charitable Foundation Margaret Cleaveland External Trust Elizabeth & Harold E. Deardorff Fund Miss Jessie Draden Memorial Fund S. Margaret Gallagher Fund William J. Hannum Memorial Fund 22 | Impact Report 2023

James A. & Virginia R. Hoerner Fund Hunter Family Fund Trust of The Troy Foundation Russell E. & Ellen T. Huston Fund William J. & Phyllis L. Kist Fund Kyle Family Charitable Gift Fund Marion C. Lange Memorial Fund Norbert A. Lange Trust Esther G. Lawhon Fund William B. & V. Nadine Maitland Trust James & Mary McFarlin Foundation Leona B. Mithoff Fund of The Columbus Foundation Rosemary Ovenden Trusts

Robert B. Picking External Trust Basil J. & Anne L. Scafidi Charitable Trust John F. Schoedinger Fund Else L. Schulze Charitable Trust Marian Snook Endowment Fund Arnold D. & Helen R. Stambaugh Charitable Foundation Pearl A. Wagner Fund Dr. & Mrs. Walter Whayne Webb Memorial Fund Joseph Herman & Ruth A. Yoder Memorial Fund

Living Legacy Society Anonymous (6) Phyllis & Allen* Arkett Lawrence Austing Josephine Barker James C. Batten Nancy Beckman Leslie Belfance Sue Ann Benedict & Robin Wicks Beverly Besselman Elsie E. & John D. Blazek Mary J. Bradlee Anne Brewer Elma* & Irvin* Brown Viola R. & James* P. Bruner Leda Bryant John C. Burkholder Marilyn Burns Irene Butler William Chamberlin Penny & Tom Clark Mary & Thomas Cochran Deborah K. Collier Donna & Humbert Conner Nancy Conroy Robin & Patrick Cook Maxine Cramton Moyra Culbertson Maureen & Bill Cunningham Esther A. Cunzolo* Charles Cuppy Bette & Jerome Dare Marilyn P. Demeter Shirley M. Dorman Rachel & Norman* Downing Mary* & Edwin Durivage MJ Edgreen Betty & Donald* Elsner Elizabeth A. Evans Penny A. Fairchild Barbara Finan Beverley & Robert Fischer Jamalee Fish Cynthia & Timothy Fisher Donald G. Flickinger* & Marilyn L. Miller Dorothy* & Robert Forney Marjorie G. & Robert* W. Fouts Roberta Jean* & Richard Fruit

Shirley W. Gibson Daniel Ginis Sherrill & James Graham Betty & Ralph Gray Judith & John Gray Jean Gregg Jan Grim Shirley Beito & Rev. Glen H. Gronlund David E. Gross Laurence C. Gumina Ruth Hanawalt Kara Hanzie Ruth Hartzell Mary Harvey Marian* & Charles* Hattery Herman F. Heubel* Susan & James Hickey Edward G. Hodina* Sandra & Thomas Hofmann Brenda Howard Sabra & Calvin Hunter John J. Jackson Maita & Gary Jarkewicz Phyllis & David Jenkins Pauline M. Jernberg Rayna & David Kaasa Margaret & William* Kehrer Caryl & Kenneth Kemper Silvia & William Kenneweg Jane & Robert Kenney Joe Kerata Kathleen Kiefer* Marilyn J. Kiefer Barbara & William Kirsch Louise* & Ray Koenig Nova & Anthony Kordalski Joan Kuck Doris C. Kuszler Carol & Ernest* Legris William Lindblad Elizabeth Linville Shirley Luiza Geraldine Lutman Carol & H. Stephen* Madsen Donna & Charles Mann Patricia & Stanley* Mann Jeanne & George* Manser

Recognizing donors who have made a deferred gift or will bequest

Margot Marples Martha* K. & Benjamin* F. Marsh Debra Massey Mary C. Maurer Cecilia & James McAdams Marilyn McCarthy Louis McLove & Beverly Wolcott R. Jon McQuillin Virginia* & Duncan McVean Jeanne D. Mears Sue Ellen & Robert* Meil Robert E. Merkle Deborah R. Merritt Connie Momsen Jean Morgan Doris & Howard Moye Jane & Peter* Mykrantz Joanne N. Naroski Joseph Naroski Jean C. Nieb Phillip A. Niedzielski-Eichner Norma Nossokoff Christa Oksiloff June & Eugene Osborne Ruby & Bill* Ostermeier Bruce Palenske Gloria & Robert Parker Betsy H. Parsons Gloria & Robert Patterson Marlene* & Thomas* Powers Barbara & James* Randall Tammy L. Raybuck-Gavin & Patrick Gavin Frederick W. and Rebecca S. Ream Marjorie & Robert* Reese Mr. & Mrs. Jessee Ring Lana* & Glenn* Rogers Marjorie A. Rowley Ross Royce Carol Saylor Annette & David Schell Steve Schmitz Sarah C. Schnurr Phyllis & Mark* Schoenberger Rev. & Mrs. Robert D. Schuler Marianne & Hugo* Schumacher

Donna* & Walter* Scott Joyce* & Stan Seagle Joan M. & Donald* S. Selle Janet & William* C. Shannon Sandy & Tom* Shoemaker Janis Siegle Heather M. Sindy Patricia Skimming Jean & Harvey* Slagle Beverly Smeed Judith K. & Kent* K. Smith Suzanne M. Smith Marie E. Stevens Karen Strelou Lynne & Gerald Swaim Jean Teller Monica & William Tenney Josephine Thomas Susan H. & John F. Turben Hertha & Ron* Vice Brian P. Voegele Jean Ward* James Warner Polly & Tom Watkins Elizabeth & Richard* Whitaker Terry R. White Abby Whitesell Margaret* & Robert Widmar Jeanne & Randy Wilkerson H. Art Williams Patricia Wilson Cassandra S. Wolfe Linda & David Wurthner Betty* & Howard* Yanda Irene M. Yeran* Virginia* L. & Robert I. Young

First time members in red * Deceased members at time of printing +M embers whose qualifying gifts were designated for Ohio Living and Ohio Living Home Health & Hospice, or multiple locations Impact Report 2023 | 23

President’s Club $500,000 and above Ohio Department of Public Safety/OEMA Sara Schoppenhorst Trust $250,000-$499,999 Barbara A. Frautschi Trust $100,000-$249,999 The Cincinnati Foundation for the Aged Hospice Trust of Trumbull County Fund Norbert A. Lange Trust The Linneman Family Foundation James Myers Stephanie Ramsay* Else L. Schulze Charitable Trust $50,000-$99,999 Area Agency on Aging, 11 Dorothy Blom Central Ohio Area Agency on Aging Ohio Living Mount Pleasant Treasure Barn Robert B. Picking CRUT External Trust John F. Schoedinger Fund Marion Snook External Trust Arnold D. & Helen R. Stambaugh Charitable Foundation $25,000-$49,999 Rebecca Anderson* Gertrude* & Nelson* Bleisch Kathleen Holmes* Russell E. and Ellen T. Huston Fund Olga* & August Koenig Kyle Family Charitable Gift Fund Rosemary Ovenden Charitable Trusts James and Evalyn Roehm Charitable Remainder Trust The Scott Family Trust

24 | Impact Report 2023

$10,000-$24,999 Sandra & Paul Adam Anonymous (2) The Edward W. Barr Charitable Foundation Ruth H. Beecher Foundation Marguerite* & Raymond* Brunner Oskar and Charlotte Buschmann Fund of The Troy Foundation Barbara K. Chappell Jesse D. Degraw Trust Nancy Donoghue Alice and Robert Estrich Fund Grace A. Gossens Fund of the Greater Toledo Community Foundation The Anne T. and Thomas C. Hilbert Fund of The Cleveland Foundation Esther G. Lawhon Fund William C. Leiter Barbara Luther William B. and V. Nadine Maitland Trust Eva Miller* Linda & David Mitchell Leona B. Mithoff Fund of The Columbus Foundation Harry C. Moores Foundation Lauretta Omeltschenko Gloria & Robert Parker Ross Royce Robert & Thelma Sargeant Memorial Fund of The Community Foundation of Shelby County Josephine Schell Russell Charitable Trust Beverly Schmidt Joan & Donald* Selle Robert J. Semega Trust Gayle Smythe Karen Strelou Monica & William Tenney The Veale Foundation Wright Fund

Recognizing cumulative giving of $1,000 or more during fiscal year 2023 $3,000-$9,999 The Abbihl-Ahrens Charitable Fund of The Cambridge Charitable Foundation Deborah Anderson Anonymous (7) Augusta & Amir* Askari Elsie & Harry Baumker Charitable Foundation, Inc. Jan Beeman & Paul Burstadt Benesch Friedlander Coplan & Aronoff LLP Judi & Bruce Boyd Kay Brown Eva Chapman Trust Dean & Lorene Chenault Memorial Fund Margaret Cleaveland External Trust Barbara Conti Covenant First Presbyterian Church CY Inc. Over 70 Foundation Bette & Jerome Dare Mary Ann Dedow Foundation .

Johanna DeStefano Anna C. Dixon Fund First Presbyterian Church of Troy Paul and Lisa Flannery Donor Advised Fund Marjorie G. & Robert* W. Fouts

Christie A. & Richard J. Frenchie Beth & Kevin Futryk Daniel Ginis Laurence C. Gumina Joan B. Hammock Trust William Hanrahan Claire A. Hasselbeck-Rummel Bruce Henry Sheila* & Edward* Hodina Brenda Howard Hunter Family Fund Trust Melissa & Frank Ingwersen Mary Ann Jacobs Jewish Home of Cincinnati, Inc. Harold & Eleanor Johnson Fund James Joyce Kennedy Family Fund William J. and Phyllis L. Kist Fund Patricia* & Henry Kurdziel Lehner Family Foundation Trust Mahoning Valley Hospital Foundation Marcia Mazak* Verla McClure Trust McMullen Charity Fund Patricia J. & Robert E. Moss The Murch Foundation James Nicholas Ohio Living Dorothy Love Crafters and Woodworkers Ohio Living Dorothy Love Spiritual Life Committee

Ohio Living Westminster-Thurber Resident Association Louise & David Pence Lois & William Philips Wendy Price Kiser The Reminger Foundation Barbara Roshon Gaye & Carl Sanker Elizabeth Sawyers* Basil J. & Anne L. Scafidi Charitable Trust The Sisler McFawn Foundation Mary Ann Stockum Dana Ullom-Vucelich United Way of Central Ohio I.J. Van Huffel Foundation J. Frederick & Helen B. Vogel Trust Clark Waite Fund Walter E & Carolyn H Watson Foundation Christine White Terry R. White Juliane Wolfe Joseph Herman & Ruth A. Yoder Memorial Fund $1,000-$2,999 Anne Abbate Davida & Robert Amsden Anonymous (5) Aric Arnett Dona Ashton Barbara* & David Ayres Marcia & William Bailey Carol & Carroll Baker Sarah W. Baker Andrew Balazs, Jr Mary Balazs William Baltz* Mark Baltimore Eugene G and Doris S Bates Marital Trust Mary E. Becker Charitable Trust Ann Beeman Leslie Belfance & Carla Dantonio Marna & Mark Belfance Better World Collective LLC Samuel Billig

Robert L. Brown Lisle M. Buckingham Endowment Fund of the Akron Community Foundation The Cafaro Foundation Kathleen P. Callahan Fund Donald Chenoweth Patricia & Robert Clary Mary & Thomas Cochran Michelle Coon The Mary S. & David C. Corbin Foundation Maxine Cramton Eugenia Craven Linda Darlage Ryan Day Barbara & Dennis Deibel Frederick Doering Dunbar Mechanical, Inc. Donald Edwards Louise & Arthur Fabian Feth Family Foundation First Presbyterian Church of Middletown Beverley & Robert Fischer Jean Fisler John Freeman Foundation Margaret Galloway Jonnie & Michael Geis Roger Gerbitz Duane Goetze Sherrill & James Graham Judith & John Gray Tracy Haller Nancy & David Hamilton Kara Hanzie Susan & Richard Hart Linda & Ronald Hashier Benjamin Hasselbeck Mark Hasselbeck Rev. Dr. G. David Hawley Ruth Hayes Terry Helman Patricia Herban Lloyd Hinerman Chester Hollinger Susan Imel Kerry Johnston Rayna & David Kaasa Lorri & Stan Kappers

Donald Klotz Knox Presbyterian Church Brian Kolenich Mary Kramer Sheila & Richard Krieger Ruth & Paul Lantz Anne LaPidus John Leskovec Jane & Scott Libbe Phyllis & Rodney Libbe Liberty Presbyterian Church William Longbrake Carolyn & Dean Marolf Mark Matson Irvin May Cecilia & James McAdams Sydney McBride Marylou McCahey Cheryl & Sean McLaughlin Susan Meeker Donor Advised Fund The Michael Klein and Catherine Melfi Fund Debra & Mitch Melfi Mile High United Way Diane & Thomas Moore Jean Morgan Mt. Auburn Presbyterian Church Ohio Living Breckenridge Village Care Cards Ohio Living Dorothy Love Auxiliary Ohio Living Lake Vista Residents Association Ohio Living Sarah Moore Service Board Ohio Living Swan Creek Resident Association Ohio State Eagles Ohio State Eagles - Delaware 376 Judith & Alfred* Nicely Norma M. Nossokoff Ralph Palette Gloria & Robert Patterson The Donald L. & J. Raylene Pelfrey Family Advised Fund Nancy & Bob Pettigrew Vanis & Glen Phillips Progressive Women’s Club Foundation

Bonnie & John Quist John F. Randolph Norma Reed Mica Rees Mr. & Mrs. Jessee Ring Terri & Ralph Roberts Marianna & Richard Roth Laura & Jim Rothschild Roger V. V. Rouse Elmer Ruff Claire and Oscar Rummel Family Fund Russ Kiko Associates Inc. Fred C. Rutz Foundation Dana Schaefer Kalee Sparklin Scheer Glen Schmidt Eva & Stephen Sebo Mariruth Seubert Shiseido Americas Patricia Skimming Janice & Edward Sparks Carol Sternsher & Annie Laura & Robert Stillman Rebecca & Sheldon Taft Susan & John Turben Cynthia Turvy Kathleen & John Tuttle Kenneth Vollner Jane Ward Jeanne & Randy Wilkerson Eileen Wiseman* Cassandra Wolfe Sarah & Bernard Wright Beverly Wrobel

First time members in red * Deceased members at time of printing +M embers whose qualifying gifts were designated for Ohio Living and Ohio Living Home Health & Hospice, or multiple locations

Impact Report 2023 | 25

Ohio Living and Ohio Living Foundation

9200 Worthington Rd., Suite 300 | Westerville, OH 43082 | P 614.888.7800 | F 614.885.1201

Life Plan Communities A

Ohio Living Breckenridge Village Willoughby | 440.942.4342

B

Ohio Living Cape May Wilmington | 937.382.2995

C

Ohio Living Dorothy Love Sidney | 937.382.2995

D

Ohio Living Lake Vista Cortland | 330.638.2420

E

Ohio Living Llanfair Cincinnati | 513.681.4230

F G

Ohio Living Mount Pleasant Monroe | 513.539.7391 Ohio Living Quaker Heights Waynesville | 513.897.6050

H

Ohio Living Rockynol Akron | 330.867.2150

I

Ohio Living Sarah Moore Delaware | 740.362.9641

J

Ohio Living Swan Creek Toledo | 419.865.4445

K

Ohio Living Vineyard on Catawba Port Clinton | 419.797.3100

L

Ohio Living Westminster-Thurber Columbus | 614.228.8888

Home Health, Hospice and Palliative Medicine

Greater Akron | 330.873.3468 Serving Cuyahoga, Huron, Lorain, Medina, Portage, Stark, Summit & Wayne Counties

Greater Toledo | 419.865.1499 Serving Defiance, Erie, Fulton, Hancock, Henry, Lucas, Ottawa, Sandusky, Seneca & Wood Counties

Greater Cleveland | 440.953.1256 Serving Ashtabula, Cuyahoga, Geauga, Lake & Portage Counties

Greater Youngstown | 330.533.4350 Serving Ashtabula, Columbiana, Jefferson, Mahoning, Portage, Stark & Trumbull Counties

Greater Columbus | 614.433.0031 Serving Delaware, Fairfield, Franklin, Licking, Madison, Pickaway & Union Counties

Ohio Living Village Home Health & Hospice | 513.681.8174 Serving Butler, Clermont, Clinton, Hamilton, Preble & Warren Counties

Greater Dayton | 937.415.5666 Serving Allen, Auglaize, Champaign, Clark, Darke, Greene, Logan, Miami, Montgomery, Preble & Shelby Counties

Physician Services with Curana Health – Maumee | 419.893.5557

Ohio Living does not discriminate against any person on the basis of race, religion, age, gender, gender identity, sexual orientation, disability (mental and/or physical), communicable disease, or place of national origin in admission, treatment, or participation in its programs, services and 26 | Impact 2023 activities, or Report in employment.

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Our mission is to provide adults with caring and quality services toward the enhancement of physical, mental and spiritual well-being consistent with the Christian Gospel.

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