2 0 2 3 R L A U N N A P E O R T
CONTENTS
Who We Are Message from Our President
Responding to Pressing Needs
Impact Stories
Financial Highlights
Grant Funds
2023 Grant Awards
2023 Scholarship Awards
MYPath Trail System
2023 Donors
Giving Back
Tributes & Memorials
Thank You for Your Service
OCCF Staff & Committees
2023 By the Numbers
2023 Board of Directors
WHO WE ARE
MISSION
To enhance the quality of life for all citizens of Owen County, now and for generations to come.
VISION
To be the trustworthy resource for philanthropy by building permanent endowment, addressing needs through grantmaking, and providing leadership resources to serve our community.
VALUES
RESPECT: We will honor the dignity and worth of all.
INTEGRITY: We will act ethically in every relationship.
EXCELLENCE: We will meet or exceed expectations in all we do.
STEWARDSHIP: We will support and preserve donor intent across generations.
PHILANTHROPY: We will promote community involvement and charitable spirit.
LEADERSHIP: We will act as a catalyst and collaborate with others to build a better tomorrow.
2 • OCCF 2023 ANNUAL REPORT
2 3 4 5 6 8 10 14 16 18 22 24 28 29 30 31
MESSAGE FROM OUR PRESIDENT
Dear Donors, Partners, and Friends -
The most important asset of the Owen County Community Foundation is you – our dedicated and steadfast community of donors whose generosity truly enriches the quality of lives in Owen County. The Foundation has been able to step up and continue to meet the ever-growing needs of our community, thanks to you. In 2023, your commitment helped us to fund more than $620,000 in projects, programs, and educational initiatives for Owen County.
In this report, you will meet some individuals behind the numbers and learn about the Foundation’s impact on our community. Our grantees and donors are all heroes doing meaningful work out in the community, and behind the scenes, we’ve been hard at work.
Imagine the Possibilities
In Fall 2023, just as the OCCF Board of Directors, committees, and staff were working on plans for 2024 around our impact areas: 1) early learning and youth programming; 2) access to accurate and timely local news and information; and 3) parks, trails, and recreational programming, Lilly Endowment Inc. released the GIFT VIII program, and 2024 instantly turned into a year of possibility.
For context, Lilly Endowment, one of the largest private foundations in the nation, continues to be a steadfast promoter and supporter of Indiana community foundations through its Giving Indiana Funds for Tomorrow (GIFT) program. Past GIFT programs have had remarkable financial impact on the Owen County Community Foundation.
With great excitement, OCCF’s Board of Directors embraced the possibilities offered by the GIFT program and approved seeking a Matching Gift Program, a Board Engagement Grant option, and two Community Leadership Grants for special projects. One is a regional collaboration with nine other counties to improve housing and childcare within the Indiana Uplands region. The second is a local opportunity, the focus of which will be determined by feedback from our community solution sessions and survey. We will publish the results of our needs assessment in the next few weeks and will continue to provide updates on the status of our GIFT VIII projects. It is a very exciting time to be at the Foundation and embracing all that the new year has to offer. Janet Rummel
New Additions
2023 also brought changes to our office: Maria O’Connor, our Senior Director of Programs & Administration moved back to her beloved New Jersey; we welcomed Tony Craig as Data & Operations Manager; and Karah Bobeck and I each adopted a puppy. We welcome you to come see littermates Stella and Rupert as they romp around our office – they are sure to bring a smile!
Thank you, as always, for believing in our mission and for supporting Owen County.
Sincerely,
OCCF 2023 ANNUAL REPORT • 3
President & CEO
janetrummel @janetrummel janet.rummel ceo@owencountycf.org 812.829.1725
RESPONDING TO PRESSING NEEDS
On the evening of Friday, March 31, 2023, a rotating supercell thunderstorm tracked over the town of Spencer before spawning a violent EF3 tornado that first tracked through northeastern Owen County. The tornado touched down in the McCormick’s Creek State Park Campground Loop B, where EF2-intensity winds produced extensive tree damage. About 400 yards east, the tornado impacted campers at Campground Loop A, where 2 campers were killed, and 2 others injured.
About 1.25 miles to the east-northeast further EF2-intensity damage occurred at Concord Road, where large sections of a home’s roof were removed while cars were crushed, rolled, and thrown; here, along the circulation’s southern side, the roof was blown off a mobile home as it slid off its block piers. The tornado intensified to EF3 strength as it neared the Owen Monroe County line, with two barns 300-500 feet west of North County Line Road completely gone as their debris was lofted a quarter mile into Monroe County; a new farm combine weighing about 12 tons and other tractor implements were lofted and thrown 50 yards; debarking of trees also began new County Line Road, with only stubs of larges branches remaining, due to the tornado’s strongest winds of 153 mph. South of the path’s center near the county line, collapsed walls destroyed unanchored outbuildings, singlefamily homes experienced loss of roofing and broken glass, and the tornado maintained EF3 intensity while crossing into Monroe County. Property damage resulting from the Owen County portion of the storm is estimated to be $1,566,000. Including its track into Monroe County, the tornado traveled 4.01 miles, with a maximum width of 400 yards.
Within days of the disaster, the Community Foundation received its first disaster recovery donations through our online giving platform. Residents, nonprofits, and businesses collectively donated more than $32,000 to assist those impacted by the damage.
HOW IS FUNDING ALLOCATED FROM THE DISASTER RECOVERY FUND?
Residents of Owen County have volunteered their time to serve on Owen County’s Community Organizations Active in Disaster (COAD). COADs have a broad mission: to strengthen area-wide disaster coordination by sharing programs, polices, information, joint planning, and training. In coordination with the Owen County Emergency Management Agency, Owen County COAD is active in all phases of emergency management, including mitigation, prevention, preparedness, response, and recovery.
Relying upon guidance from the Indiana Voluntary Organizations Active in Disaster (INVOAD) and direction from the Internal Revenue Service on providing funding to individuals for disaster relief, volunteers work diligently through COAD’s case management system to determine each family’s unmet needs related to the disaster.
Once all direct monetary aid, building materials, and/or volunteer construction services have been applied to specific rebuilding projects, COAD’s leadership can tap into the Foundation’s Disaster Recovery Fund to complete the required assistance for the project.
4 • OCCF 2023 ANNUAL REPORT
Welcome to the Neighborhood Spencer Mural Project
The north side of Franklin Street in Spencer saw a remarkable transformation in the fall of 2023, thanks to the skillful hands of local artist, Israel Hogan. The genesis of this Spencer-themed mural was made possible by a generous grant from the Indiana Destination Development Corporation’s IN Indiana Public Art
Grant Adorning the World Arts building, this 46x16-foot masterpiece stands as a testament to Hogan’s artistic prowess. This collaborative project is a true reflection of our community spirit. As we celebrate this captivating addition to downtown Spencer, we eagerly anticipate more opportunities for unity and creativity within our community Welcome to the neighborhood!
Purdue Extension – Owen County: Insights from the Parents Forever Program
2023 Field of Interest Grant Recipient
Addressing the impacts of family structure transitions, especially in divorce or separation scenarios, is crucial for children’s well-being. Indiana lacks standardized co-parenting education, leaving children vulnerable. Initiatives like Parents Forever, offered by Purdue Extension, aim to equip parents with tools for navigating these challenges.
Parents Forever is an educational program for families experiencing divorce, separation of couples who share children, or change in custody that involves shared custody. Through both in-person and online courses, parents and other caregivers learn to prioritize their children’s well-being.
The program’s impact is evident: 82% of participants intend to assist their children based on their developmental needs; 80% are willing to adjust their parenting styles to better meet the needs of their children; and 81% aim to shield children from co-parent conflict. Additionally, 73% are inclined to create childfocused parenting plans.
Parents Forever enhances parental capacities by increasing participants’ knowledge and confidence levels. It equips parents with tools to aid children’s adjustment to divorce and to form a parenting partnership as coparents. By teaching parents to be responsive, responsible, and respectful to each other for the well-being of their children, the Parents Forever program is an invaluable resource to our Owen County families.
OCCF 2023 ANNUAL REPORT • 5
Financial Highlights
The Owen County Community Foundation (OCCF) is a 501(c)(3) public charity (Tax ID #35-1934464). Note: The 2022 information is an excerpt of audited financial statements prepared by Blue & Co., LLC. The 2023 information is currently under audit and is subject to change. Complete financial statements are available for inspection in our office at 60 E. Market St., Spencer, IN. OCCF also files an IRS Form 990 each year. A copy of our Form 990 is available on our website or by contacting the OCCF office or visiting guidestar.org.
Growth in Net Assets
2015 - 2023
6 • OCCF 2023 ANNUAL REPORT Grants Other Program Expenses Total Program Services Fundraising Management and General
Assets Cash and Investments Pledges Receivable Other $12,172,596 $0 $490,447 $10,059,203 $35,326 $213,502 Total Assets $12,663,043 $10,308,031 Liabilities & Net Assets Grants Declared, Not Yet Paid Other Net Assets $74,348 $331,764 $12,256,931 $22,898 $282,462 $10,002,671 Total Liabilities & Net Assets $12,663,043 $10,308,031 Revenues Gifts, Grants, and Bequests Investment Gains (Losses) Administrative Fees Miscellaneous $1,603,934 $2,041,722 $206,234 $5,049 $640,195 $(1,556,330) $202,435 $17,533 Expenses $622,769 $466,189 $1,088,958 $298,639 $215,082 $640,306 $348,995 $989,301 $170,422 $123,003 Changes in Net Assets Change in Net Assets Net Assets: Beginning of Year $2,254,260 $10,002,671 $(1,978,893) $11,981,564 Net Assets: End of Year $12,256,931 $10,002,671
2023 2022
2015 2016 2017 2018 2019 2020 2021 2022 2023 $6.2 MIL $6.4 MIL $7.3 MIL $7.1 MIL $8.7 MIL $9.8 MIL $11.9 MIL $9.9 MIL $12.3 MIL Total Expenses $1,602,679 $1,282,726 Total Revenues $3,856,939 $696,167
OCCF 2023 ANNUAL REPORT • 7 $19,625 Arts & Culture $68,935 Community & Economic Development $82,558 Education $130,951 Education: Scholarships $9,400 Environment & Animal Welfare $73,906 Health & Wellness $53,600 Human Services $150,505 Parks & Recreation $8,457 Philanthropy & Nonprofit Management $15,562 Public Safety $3,476 Religion Grants Grants Expense Net Operating Expenses 2018 2019 2020 2021 2022 2023 $214 $213 $323 $250 $557 $294 $589 $439 $698 $442 $617 $415 Grants Paid vs Net Operating Expenses 2018 - 2023 Thousands of Dollars
COMMUNITY GRANT FUNDS
OCCF’s unrestricted and field of interest funds drive our competitive grant processes, allowing us to provide $171,901 in support to our local community in 2023 through Rapid Response Grants, Community Investment Grants, and Large Impact Grants.
Donors who make unrestricted gifts to the Community Foundation place their trust in the Foundation to direct their giving in ways that will create the greatest impact. Grants from unrestricted funds help launch transformative programs, provide meaningful support for local nonprofits, and help develop innovative solutions for our community’s most complex challenges.
OCCF is pleased to announce that we received a $750,000 Matching Fund Grant through the eighth phase of Lilly Endowment Inc.’s Giving Indiana Funds for Tomorrow (GIFT VIII). OCCF will be able to use our Matching Fund Grant to further develop our unrestricted assets, which over time will provide financial resources that enable the Community Foundation to respond to both present and future community needs. Lilly Endowment will provide $2 for every $1 contributed to the Owen County Community Foundation’s unrestricted endowment funds during GIFT VIII’s matching period, October 1, 2023, through December 31, 2025.
TRIPLE YOUR IMPACT when you make a gift to an unrestricted endowment fund.
UNRESTRICTED ENDOWMENT FUNDS
Bob Babbs Community Fund
D M J Community Fund
DeCoursey Family Fund
Eugene S. Bowen and Robert D. Bowen Fund for Owen County
Friedel – Mahrdt Community Fund
Glenn T. Burns Fund
Hackworthy Family Community Fund
Harold & Lois Patterson Fund
Harry C. & D. Gladys Miller Fund
Jack Simmerman Community Fund
John T. Gillaspy Memorial Fund
Misty Chapman Memorial Fund
Morgan L. Drescher Family Fund
Nancy McKay and Richard Wayne Lorenz Family Fund
OCCF Community Fund
Ooley Family Fund
Paul & Ione Fulk Community Fund
Rogers – Pennington Fund
SCI REMC RoundUp Fund
Smithville Telephone Company Community Fund
Tom & Becky Wallace – We Believe in the OC Fund
Tucker Family Fund
Wells Family Fund
8 • OCCF 2023 ANNUAL REPORT
=$3 Total Gift $1 Your Gift $2 Our Match + $2 For $1 MATCH DONATED
FIELD OF INTEREST ENDOWMENT FUNDS
Field of interest endowment funds are not eligible for the GIFT VIII Matching Fund Grant, but they do provide an important source of funding for our competitive grants.
Barbara Spinks Memorial Fund
Boston Scientific Childcare Fund
Cancer Support Fund of Owen County
Cataract – Jennings Township Fund
Child Abuse Prevention Fund
Coal City – Jefferson Township Fund
Community Medical Fund
Doug Dalton Memorial Fund
Fire & Emergency Fund
Freedom – Franklin Township Community Fund
Freeman Charitable Food Fund
Gosport Fund
John King Fund for Owen County
Law Enforcement Fund of Owen County
Mini Avocados Fund
OCCF Support Our Schools Fund
SCI REMC Disability Fund
Smithville Charitable Foundation Fund
Veterans of Owen County Fund
Hope Squad – Owen Valley High School
Owen Valley High School recently established a dynamic peer-to-peer support initiative known as Hope Squad. This program selects members based on peer nominations, identifying individuals deemed trustworthy by their fellow classmates. Under the guidance of advisors, these selected students undergo comprehensive training to equip them with the skills necessary to offer support to their peers during times of crisis and facilitate connections to the appropriate adult or resource. This student-led program received a generous grant of $33,500 from the OCCF to support the heartfelt initiative.
OCCF 2023 ANNUAL REPORT • 9
Crossroads Ranch, Inc.
2022 Large Impact Grant Recipient
This is Me! Program Final Report
“We have found that the target population served through this grant are individuals who would not be able to pay for services if there was not grant support. The OCCF grant has been the catalyst for growth at Crossroads. Because of the OCCF funding of the This is Me! program, 33 participants were able to grow their self confidence, assertiveness, empathy for others, communication skills and so much more.”
- Tamra Ranard, Co-Executive Director of Crossroads Ranch, Inc.
Parent Testimonial: “This ranch has been a life changer for my daughter! She gained so much confidence both with the horses and with the other girls.”
Post-Program Survey Data
• 100% of the participants showed improvements in the areas of taking responsibility for what they do and doing something nice for someone else.
• 89% showed improvement in talking about positive things in their daily life.
• 60% showed improvement in asking for help from adults and listening more to their parents and teachers.
The This is Me! Program is being continued through 2024, and there is already a waiting list.
Community Grant and Field of Interest Funds: $171,901
American Legion
Bingo Machine
$1,000
Centerstone of Indiana
Care Closet
$2,000
Cunot Food Pantry Inc.
Food Purchases
$800
Operating Support
$200
Disaster Recovery Grants
Tree Removal & Roof Repairs
$9,000
Garrard Chapel Food Pantry
Food Purchases
$5,200
Gosport Fire Department
Tanker Repair
$1,000
Gosport VFW Aux. Post 7850
Remodel Meeting Room
$5,000
Historic Tivoli Theatre
AP20 Part Replacement
$1,000
Mark of Discipleship Food Pantry
Food Purchases
$13,450
MYPath Trail System
Trail Development
$37,000
Old Cataract School House
Repair and Painting
$1,000
Owen County Fair Association
Paving Walkways
$30,000
10 • OCCF 2023 ANNUAL REPORT
Owen County Sheriff
Owen County Sheriff Crime Control Fund
$1,000
Owen Valley Fire Territory Protective Kelvar Vests
$5,000
Patricksburg Volunteer Fire Department
Radio Replacement
$5,050
Purdue Extension - Owen County Parents Forever Program
$318
Rescue Recovery Inc. Operating Support
$1,000
Riverside Cemetery Association
Restoring the Gates
$6,061
Spencer Main Street
Lights for Christmas at the Square
$75
Spencer-Owen Community Schools
McCormick’s Creek Elementary School Winter Wonderland Program
$968
Owen Valley High School Hope Squad Program
$30,979
Owen Valley High School OVTV
Live-stream Support
$1,000
Student Lunches with Superintendent
$750
Tandem Community Birth Center and Postpartum House, Inc.
Medical Outreach Launch
$5,000
VFW Post 1405 - Spencer Community Room Upgrade
$3,000
VFW Post 7850 - Gosport Post Remodel
$5,050
Donor-Advised, Designated, and Agency Funds: $344,431
Allison Family Fund
Mark of Discipleship Food Pantry
$941
Anonymous Charitable Gift Annuity
Owen County Humane Society
$1,237
Anonymous Donor-Advised Funds
Back to School Expo
$2,000
Gosport Town Park
$19,051
IU/Spencer-Owen Community Schools Tutoring Project
$25,058
Owen County Heritage & Culture Center
$500
Shop With a Cop
$10,000
Area 10 Agency on Aging Fund
Area 10 Agency on Aging
$327
Bennie J. & Joan R. Woodruff
Methodist Church Fund
Spencer United Methodist Church
$1,810
GRANTS
Bonness Family Fund
OCCF Operating Support
$3,086
Carolina Cemetery Fund
New Union Carolina Church & Cemetery
$621
CASA Office Fund
Owen County CASA
$3,952
Community Detention Alternative Initiative Fund
Owen County Government
$708
David Friedel - Ann Mahrdt DonorAdvised Fund
Big Brothers Big Sisters of South Central Indiana
$500
IU Foundation/WFIU
$100
Spencer Main Street
$200
Tivoli Theatre
$800
Economic Development Fund
Owen County Chamber of Commerce & EDC
$313
Fireworks Fund
2023 Fireworks Display
$10,450
Flona Everly Query Memorial Fund
Vandalia Community Preservation Association Inc.
$1,381
Gosport Family Tree Fund
Gosport Town Park
$10,480
Gosport History Museum Fund
Gosport Museum Society
$4,461
OCCF 2023 ANNUAL REPORT • 11
GRANTS
Gosport Playground Fund
Mulch for Gosport Playground
$1,760
Gosport VFD Fund
Gosport Fire Department
$2,801
Irene & Arthur Kelley
Patricksburg Lutheran Cemetery Fund
Beech Cemetery Association
$845
J. Welch Wampler Fund
No Grant Awarded
Jack R. and Marilyn K. DeFord
Library Fund
Owen County Public Library
$1,174
Jim Vance Owen County YMCA Fund
Owen County Family YMCA
$73,926
Joani & Ed Staubach DonorAdvised Fund
Ensemble Music Society of Indianapolis
$250
Indiana Forest Alliance, Inc.
$150
IU Foundation/WFIU
$240
Our Lil’ Bit of Heaven Animal Rescue & Sanctuary
$900
Owen County Chamber of Commerce & EDC
$550
Owen County S.O.U.N.D.S.
$400
Spencer Main Street
$150
Spencer Pride, Inc.
$300
Terre Haute Symphony Orchestra
$100
The Sanctuary at Browning Farms
$500
Vandalia Community Preservation Association Inc.
$150
Lloyd H. & Rosalie E. Lucas
4-H & FFA Fund
Owen County 4-H Council
$301
Owen Valley FFA
$301
McCormick’s Creek State Park Fund
No Grant Awarded MYPath Fund
MYPath Trail System
$84,343
O’Connor Family Fund
Summerfield Health Care Center
$700
Owen County 4-H Livestock Fund
Owen County Fair Association
$434
Owen County CASA Fund
Owen County CASA
$128
Owen County Education Fund
Spencer-Owen Community Schools Teacher Mini-Grants
$6,191
Owen County Humane Society Fund
Owen County Humane Society
$6,613
Owen County Ministerial Fund
Owen County Christian Programs, Inc.
$5,562
Owen County Preservation Fund
No Grant Awarded
Owen Valley Alumni Association Fund
Owen Valley Alumni Association
$32
Owen Valley Band & Guard Boosters
Owen Valley Band and Guard
$150
Owen Valley Jr. ROTC
Owen Valley Air Force Jr. ROTC
$830
REALTOR Fund
Owen County 4-H Council
$1,000
Riverside Cemetery Fund
Riverside Cemetery Association
$4,126
Senior Friends of Owen County Fund
Senior Friends of Owen County
$181
St. Jude Catholic Church Fund
St. Jude Catholic Church
$484
Tivoli Theatre Endowment
Tivoli Theatre
$1,014
Visionary Fund
OCCF Operating Support
$45,545
12 • OCCF 2023 ANNUAL REPORT
William Donald & Maxine Wells - Fiscus Cemetery Fund
Fiscus Cemetery
$3,016
Willie & Pat White Fund
Owen County Family YMCA
$500
Winters & Shouse Cemeteries Fund
Shouse Cemetery
$166
Winters Cemetery
Want to Apply for a Grant?
The OCCF has grants ranging from $300 - $30,000 available to 501©3 organizations that serve Owen County.
Priority Areas
EDUCATION
HUMAN SERVICES
CIVIC AFFAIRS
PARKS, TRAILS & RECREATION
HEALTH & WELLNESS
Patricksburg Community Volunteer Fire Department
2023 Community Investment Grant Recipient
The Patricksburg Community Volunteer Fire Department (PCVFD) plays a crucial role in fire protection for Marion, Lafayette, and Morgan townships in Owen County, as well as providing mutual aid to neighboring fire departments in Owen and Clay Counties. In 2023, the Patricksburg VFD was awarded a $5,000 Community Investment Grant to enhance their emergency response capabilities through the acquisition of handheld radios. eqipmnt.
These radios are essential for alerting our dedicated volunteers and ensuring seamless communication with the Owen County dispatch center (911) and fellow firefighters. The department’s old radios, which were over 15 years old, far exceeded their lifespan and were in dire need of replacement, having caused communication breakdowns during critical situations.
To learn more about the different types of grants that the OCCF offers, or to apply, please visit the Nonprofits page on our website owencountycf.org/nonprofits.
The Patricksburg VFD has since been able to purchase upgraded radios, ultimately enhancing their ability to safeguard lives and property. Furthermore, the department used the OCCF’s crowdfunding software to raise additional funds online, which helped bring them closer to closing the gap for their fundraising goal.
OCCF 2023 ANNUAL REPORT • 13
SCHOLARSHIPS
Total Awarded = $130,950
Babbs Supermarket Scholarship
Maria Hartman
Babbs Supermarket Scholarship
In Memory of Charlie Hamilton
Lillie Hamm
Bennie J. & Joan R. Woodruff Scholarship
Jakota Fisher
Burns Family Scholarship
Veronica Clark
Charles T. Cooper Scholarship
Tyler McDaniel
Charles W. Edwards Scholarship
Nathan Mobley
Clinton & Louise Abrell Scholarship
Tyler McDaniel
Coyne Family Scholarship
Hannah Sheese
David Campbell Gray Scholarship
Lillie Hamm
Dick (Mr. Dyar) & Sue Dyar Scholarship
Norah Beeman
Emily Bray
Julianna Hartman
Reagan Martin
Cloe Sharpee
Elliott Hickam Scholarship
Jenna Harris
EPIC Scholarship
Marissa Taylor
Erika Wells Memorial Scholarship
Maria Hartman
Freedom Alumni Scholarship
Kolton Jackson
Gary McCarter Scholarship
Kailee Cooper
George & Nancy Thurston Artistic Scholarship
Lily Leitzman
Geraldine & Wilma Bucklew
Educational Scholarship
Allison Staples
Gosport Alumni Scholarship
Kailee Cooper
Gosport Lions Club Scholarship
Kailee Cooper
Ione W. Fulk Scholarship
Kenzington Brown
James P. Root Scholarship
Norah Beeman
Jefferson Township / Coal City Alumni Scholarship
Cynthia Slough
Jeffrey Wayne Johnson Scholarship
Grace Coryea
Jim & Wilma Fulford Scholarship
Drew Kristoff
John Moore Scholarship
Kearstin Ciresi
Josephine Brown Owens Scholarship
Kage Brown
Judy Hamilton Education Scholarship
Marissa Taylor
Lloyd H. & Rosalie E. Lucas Agri Science Scholarship - 4-H & FFA
Kailee Cooper
Loretta Heidrick Memorial Scholarship
Marissa Taylor
Lyle & Marion Brighton Scholarship
Lucy Elkins
MacMorran Family Scholarship
Lucas Hendershot
Marissa Taylor
Margaret Marley Pinkston Scholarship
Hannah Sheese
Mearl & LaVerne Brown Scholarship
Kailee Cooper
Melvin R. & Margaret A. Hall
Nursing Scholarship
Norah Beeman
14 • OCCF 2023 ANNUAL REPORT
Michael D. Magner Scholarship
No Scholarship Awarded
Michael Job Vocational Scholarship
Rebecca Brown
Mildred E. Harbison Scholarship
Hailey Manuel
Monroe, Long, & Butts Vocational Scholarship
Rebecca Brown
Morgan L. Drescher Family Scholarship
MaKenna Blankenship
Our Community Bank Scholarship
Hailey Manuel
Our Community Farm Bureau Scholarship
Kailee Cooper
Christian McDonald
Victoria Worland
Owen County IU Varsity Club Scholarship
Jenna Harris
Owen Valley FFA Scholarship
Holly Comte
Patricksburg Alumni Scholarship
Maria Hartman
PFC Brett Wood Memorial Scholarship
Elijah Weaver
Quincy Alumni Scholarship
Kaylynn Paris
Catherine Simpson
R ebecca and William Applegate Scholarship
Hannah Walden
Robert & Barbara Stanley Bonness Scholarship
Kailee Cooper
Roma Wilson Scholarship
Cloe Sharpee
Ronald E. & Carol L. Patterson Dillingham Scholarship
Klaudia Stahl
Veronica Clark
Sons of American Legion
Joe Carmichael & Gary Boruff Memorial Scholarship
Jonathan Wetzel
Madison Kay
Spencer Alumni Scholarship
Jonathan Wetzel
Tri Kappa Cochrane-Royer Scholarship
Chloe Harris
Tri Kappa Continuing Education Scholarship
Grace Coryea
Tri Kappa Lillian Dyar Music Scholarship
Tyler McDaniel
Tri Kappa Vocational Scholarship
In Honor of Jill Wagner McKay
Holly Comte
Vada Baker Scholarship
Catherine Simpson
West & Parrish & Pedigo Scholarship
Ashlyn Boltinghouse
William Truax Family Scholarship
Breanna Davis
Woody & Barry Franklin Scholarship
Kaylynn Paris
Lilly Endowment Community Scholarship Program
First offered in 1998 by Lilly Endowment Inc., the purpose of the Lilly Endowment Community Scholarship Program is to help raise the level of educational attainment in Indiana and to further leverage the ability of Indiana’s community foundations to enhance the quality of life for the state’s residents.
2023 Recipient for Owen County
Emma Paauwe
Full Tuition at Rose-Hulman Institute of Technology + $900 annual stipend
2023 SCHOLARSHIPS
73 Applications
42 Recipients
60% of applicants received at least one scholarship
OCCF 2023 ANNUAL REPORT • 15
MYPath TRAIL SYSTEM
Kyle Hannon MYPath Project Manager
mypath@owencountycf.org
The Last Big Step Was Really Big
Community members and Owen County Community Foundation supporters have been following the development of the MYPath trail system for several years. You were there for the dream of a trail around 2016, to the new sidewalk on south Main Street, to the improvements and trail markers along the trail, to the development of the Riverfront Trail on the south side of the White River. And you were rooting for us as we submitted an application, our third attempt, for the Next Level Trails Program.
You were cheering for us as we announced that we were successful. We were awarded $640,000 from the Department of Natural Resources to make part of the Riverfront Trail an ADA accessible trail, including a bridge across Elliston Creek. That was a big step. mypathtrail
The really, really big step happened in late December when we broke ground on the trail! Many community members and leaders joined us for this momentous celebration. We have officially moved from drawings and technical documents to actual work on a trail project that you can witness.
Most of the late winter work included survey markings, moving the boundaries from drawings on paper to boundaries on the trail. This March you will be able see the clearing of trees, making the trail route even more visible. Once the trees are cleared, All-American Construction will be able to grade the trail and create an asphalt surface, suitable for walkers, cyclists, wheelchairs, and strollers.
16 • OCCF 2023 ANNUAL REPORT
A large group of supporters celebrated the MYPath groundbreaking, December 19, 2023.
The bridge across Elliston Creek will control the schedule for the rest of the project. Milestone Contractors will be placing the bridge abutments on either side of the creek in April. Due to cost constraints, we were unable to restore an old county bridge. Instead, Milestone is working with a company to custom-build a new bridge, just for MYPath. When the bridge is complete, Milestone will assemble it on site. We are very excited about that, but it is not scheduled to be complete until September.
The survey crew checks the trail alignment.
In the meantime, MYPath continues to generate community interest and use. To date, the project has generated nearly $1 million in outside grants. The support of the Owen County Community Foundation has enabled us to leverage this money. We are anticipating even more support and interest as the project is completed.
Stay tuned for news of a ribbon cutting celebration for the new MYPath trail section. This is a very big step for the community, even if it is not officially complete until late September.
THE IMPACT OF TRAILS
Health Benefits
Obesity rates increase 6% per hour spent in a car; Obesity rates decrease 4.6% for each kilometer walked.
Diabetes rates decrease as percentage of trips to work by bicycle or walking increases.
Transportation Benefits
66% Americans want more transportation options so they have the freedom to choose how to get where they need to go.
73% currently feel they have no choice but to drive as much as they do.
57% would like to spend less time in the car.
(According to the Future of Transportation Survey)
Economic Benefits
$12.2 billion in spending
242,000 jobs
$2.9 billion in tax revenue
Trails can be associated with higher property values, especially when a trail is designed to provide neighborhood access and maintain residents’ privacy.
Trail users reported spending an average of $3,564/year on trailrelated expenditures.
(2017 Indiana Trails Study The Epley Institute at the Indiana University School of Health)
When MYPath is completed, it will connect Spencer with the 800,000 annual visitors to McCormick’s Creek State Park.
Quality-of-Life Benefits
Around Indiana, residents and visitors, whether they are bicyclists or not, enjoy the expanded shops, restaurants, and activities that have sprung up around developed trails like the Indianapolis Cultural Trail, the Monon Trail, and others. Why not MYPath?
CAN’T HUG ALL THE TREES
The nature lovers who support MYPath and the Soil and Water Conservation District whose land is being used for MYPath might be sad to see us remove trees to make the trail. However, the Department of Natural Resources requirement is that we plant FIVE trees for every ONE, we remove. We will happily comply.
OCCF 2023 ANNUAL REPORT • 17
DONORS
Your OCCF thanks our 688 donors, and sends a special welcome to the 244 new donors who gave in 2023.
ATom & Jennifer Abrell
Carole Alford
George Allison
American Legion Call-Payton Post 285
Robert & Jamie Andree
Anonymous Donors
Bill & Rebecca Applegate
Madi Arnett
The Arthur Family
Randy & Vanessa Arthur
Tom, Brandy, & Dylan Ash
Kenny-Ray & Amber Augustus
Austin Powder Company
B
Babbs Supermarket
Kellan & Kenzie Babbs
Rob & Cassie Babbs
Fred & Kathy Balash
Jacob & Jonathan Balash
Charles & Carole Barker
Ed & Leanne Barnett
Jocelyn McKay Barone
Vicki Basman
BBP Water Corporation
Bedford Rotary Club
Belt Tech Industrial
Deonna Shane Bemish
The Bernstein Family
Jordan & Lauren Bland
Bloomington Board of Realtors
Matthew Boatman
Karah Bobeck
Steve & Dora Bobeck
Cory & Inger Boggess
Russell & Yvonne Booher
Peter & Kacinda Boros
Boston Scientific Corporation
Adam & Jenna Bowen
Roger & Barbara Bowen
Michael & Judith Boyd
Braysville Homemakers
Bill & Glenda Breeden
Craig & Margo Brighton
Ken & Maryanne Brighton
Dave & Barbara Brinson
George & Jessica Brinson
Randall Brinson
John & Carol Brown
Dean & Marcia Bruce
Bruner Design & Construction
Karen Bucklew Buck
Keith Bucklew
Kory Bucklew
Kris & Anna Bucklew
Martha, Larry, & Dan Buis
Aaron Bultman
Rick Burger
Shirley Burke
John & Jane Burks
The Busenburg Family
Sandra Butts
C
Jim & Chris Caddell
Tom Cadwell
California Schell Trust
Ann Calvin
The Calvin Family
Donald Campbell
Capital Cities, LLC
Erin Carpenter
Jeff & Helen Carpenter
Penny Carpenter
Holly Cazzell
Robert Giampietro & Susan Cernek
Chandler Funeral Homes
Duane & Elaine Cheney
John Ciresi
Civilian Brewing Corps
Mace & Ellen Clark
Nola Clark
Mike Clouse
Charles & Kay Cochran
Pat Cochran
Frank & Julie Coffin
Craig P. Coffman
Conner Rentals
Chris & Danielle Conner
Barbara Cooper
Kevin & Ann Cooper
James & Virginia Coppedge
Debbi Cottongim
Susan Coulter
Donna Cowan
Thomas Coyne
Steve & Peggy Cradick
Crane Credit Union
Croy’s Creek Church
Dalicia Cunningham
Ed & Diana Curry
Travis & Jill Curry
Cindy Curvin and Family
D
Glenn Dayhuff
Nancy Deal
Debbie Keith Busing, Inc.
Royce Deckard
Steven & Pamela Deckard
Wally & Kathy DeFord
Ava Denny
The DePoy Family
Tom & Ronda Derleth
Ron & Carol Dillingham
Beverly Dittemore
Vicki Dittemore
Michael & Julie Donham
Fred & Donna Dorsett
Martha Douglas
Judy Drescher
Travis Drescher
Jean M. Drinkut
Paul & Suzie Childress Dubois
Duke Energy
Tim & MaryAnn Dunfee
Gregory & Amy Dunham
Jennifer Dunning
Penny Dunning
John & Sylvia Dyar
Steve & Pamela Dyer
E
Frank Eberle
Eden Lodge 99
18 • OCCF 2023 ANNUAL REPORT
Patty Edwards
Kelly Elff
Elite Electric, LLC
David & Robin England
Ed & Teah Entrekin
Lucie Mathieu & Judi Epp
Tom & Kaye Erney
Charles & Ochmaa Escue
F
Sandy Featherston
Ethan Fields
Hunter Fields
Richard & Myrna Fields
Harriet Figg
Bruce & Karen Fisher
Steve & Mary Jo Fox
The Frank Family
Gary Franklin
Kent & Linda Franklin
Marsha Nickless Franklin
Steve & Debbie Freeman
David Friedel & Ann Mahrdt
Frye Towing & Recovery
John & Nancy Fuhs
Tom & Karen Fulk
GRandy & Melvinda Gates
General Drilling
The Giampietro Family
John & Lisa Gillaspy
Nick Gillaspy
Amanda Goetze
Kenneth & Mary Margaret Goldstein
Gosport Apartments, LLC
Gosport Business Association
Gosport Lions Club
Gosport Manufacturing Co., Inc.
Michael Goss
Joyce Graham
Grand Lodge of Indiana - Spencer 95
John Gray
Green Dental
Julie Grice
Stanley & Nancy Griffith
Robert & Barbara Gunder
HJohn & Cindy Hackworthy
Jason & Kimberly Hale
Bobby & Mary Joe Hall
The Halstead Family
Bruce & Mary Hamlin
Hammond’s Florist
Kyle Hannon
Jim, Vicki, & Sophie Hardy
Randy & Karen Harmon
Harriman Farms Greenhouse, LLC
Stephen & Kathleen Harriman
Jim Harrison
Marilyn A. Hart
David & Lois Hawkins
John & Deanna Heckman
Dr. Jennifer Heil
Joe & Judy Heinmiller
Helena Agri-Enterprises
Rex & Carla Henry
Michael Hensley
Scott & Heather Herrington
Lois Hester
Dr. R. E. Hickam
Ed & Peggy Hines
Robin Hines and Family
Dale & Amanda Hinthorn
Nicholas Hobbs
Mary Frances Hochstetler
Garnet E. Holsapple
Home Team Properties
Edward Howard
Tina Huff
Lee & Karen Huss
I
Indiana Farmers Insurance
Insurance Pros - Brinson Agency
Insurance Services, Inc.
IU Office of Enrollment Management
J
Rachel Jabaily
Arnold & Gerri Jackson
Don & Marilyn Jackson
Judy Jenkins
Shane & Connie Jennings
David B. Johnson
Buck & Nan Johnson
Marc & Brandy Johnson
Jeff & Ruth Jones
Robert T. Jones
Leslie & Deborah Jordan
K
Kappa Kappa Kappa, Inc. - Alpha Delta
Chapter
Kat’s Cuts & Beards
Kay’s Lawn Service & Landscaping
John S. Keeler
Jeff & Rachel Keith
Friends & Family of Evan Kelley
Brad & Robin King
Dr. Michel King
Joe & Brenda King
Vic, Shirley, & Jason Kinney
Anne Kirchgraber-McKee
The Klass Family
David & Kathleen Knight
Thomas & Kimberly Knox
Tiffany Kropack
L
Sarah, Aaron, and Sawyer LaGrange
Elaine Lamb
Karalyn Landgrebe
Jack & Cathy Lanham
Joshua Lanham & Meghan Meyer
Stephen & Alice Lee
Lois Leeberg
John & Sherri Lehmbeck
Nick & Carolyn Lenning
Stephanie Letman
Heather Light
Jennifer Light-Holets
David J. Livingston
John & Jennifer Livingston
Stephanie Lochbihler
Janet Long
Wayne Long
Richard & Nancy Lorenz
Angie Lucas
Bob & Terri Lyford
OCCF 2023 ANNUAL REPORT • 19
DONORS
M
Joyce Mackey
Terrie & Frances MacMorran
Mader Construction
Elizabeth Mahrdt
Danny P. Majors
Bill & Cheryl Maners
Jerry Maners
Grace & Bernie Mansi
Theresa Mansi
David Marley
Dianne & Ellis Martin
Darin & Kathy Matson
Trish Mauder
Robert & Alice McAuley
Bill S. McCarter
Sam McCarter
Scott McCarter
T.J. & Leslie McClure
McCollum Insurance Investments, LLC
Jane McCollum
McCormick’s Creek Elementary School
Terry & Deb McDaniel
John & Helen McHaley
Evan McKalip & Shelley Harriman
John & Sandra McKay
Dianne McKinley
Tyrone McKinley
Daniel & Kimberly McMains
The Mechenich Family
Don Meek
Jennifer Mehl
Jane Mellenthin
Phil & Jackie Merk
Bob & Penny Meyer
Jo & Dane Meyer
John & Arlene Meyer
Ann Michael
Mike & Barbara Spinks
Grant & Colleen Minnemeyer
Mark Minton
Marsha Minton
Joyce Mitchell
Wayne & Emily Mobley
Barbara Moen
Diane Monroe
Derek & Amy Morgan
Kyle & Tracy Motes
Joe & Anne Mueller
Mullin Equipment
Connie Murphy
Andrea Sawyers Murray
Greg & Anita Murray
N
Jo Ann Neal
Shanna Neely
Anton Neff
Tony & Victoria Neff
Robert & Linda Neibel
The Neumeyer Family
Patricia Query Newforth
Dale & Rachel Nicholson
Alvaro & Leslie Nieves
Richard & Lisa Norman
North Central High School Class of 1961
O
Ed O’Brien
Gail O’Connor
Maria O’Connor
Regan O’Connor
Michael O’Dea
Savannah F. Oliver
Kevin & Gloria Ooley
Owen County Chamber of Commerce & EDC
Owen County Family YMCA
Owen County Home Company
Owen County Public Library
Owen County Sheriff
Owen County State Bank
Owen Valley High School Class of 1971
Owen Valley Winery
Lynn Owen P
Bruce & Wendy Pallman
Steve & Alice Parrish
Patricksburg High School Class of 1966
Steve & Becky Pedigo
Pengin Cycle Werks
Lydia Perron
Personal Financial Services, LLC
Larry & Glenda Plummer
Danny Powell
Patti Powell
Ted & Jody Powell
Donald Purdue
Q
Donald & Peggy Query
Jerry Quick
Lori & Gary Quillen and Family
R
Thomas Ragonese
Laura Ramirez
Dick Ranard
Nancy Rankin
Melissa Ray
Richard P. Rechter
REMAX Select Associates
Emily Reuter
Mary Rice
Pamela Richards
Dixie Richardson
Ridgeline Veterinary Services
Olivia Riedling and Family
Mike & Vicki Riggs
William Rinnert
Riverside Cemetery Association
Jeffrey & Sandi Roberts
Regina Roberts
Marcus Robinson
Toby & Debra Rodney
The Rogers Family
Rogers Group, Inc.
Mark & Pennie Rogers
Alvaro Aquique Rojas
Rolling Meadows Golf Course
Richard Rubeck
Elizabeth Ruh
Janet Rummel
Jo Ellen Rust
Trudy Rust
20 • OCCF 2023 ANNUAL REPORT
S
Walter Sadler
Marty Schmidt
Lewis Scholl
Tawnya Schrank
Katelyn Schreiver
Peggy Schrougham
Linnell Schur
Sheila & Rick Schwartz
David & Doris Scully
Nicholas S. Sheese
Jack & Linda Simmerman
Becky Smith Styer
Mary Ellen C. Smith SMV Realty, LLC
Mark & Nancy Snapp
Sons of American Legion
Richard & Tana Sorrells
Moriah Sowders Special Ops Construction, LLC
Spencer Exchange Club
Spencer Fraternal Order of Police
Spencer Hardware and Lumber Co.
Spencer High School Class of 1958
Spencer High School Class of 1970
Spencer-Owen School Staff
Spencer Presbyterian Church
Spencer Pride, Inc.
Spencer Save-A-Lot
Don Lamm & Kathy Spinks
Judith Stanfield
Ed & Joani Staubach
John & Tina Stearley
Patricia Steele
Amy Stephenson
Carole Joan Stierwalt
Still Waters Roofing and Construction, LLC
Dan & Julie Stines
Troi Stith
Julie Stockwell
Hunter M. Stogsdill
Ronda Stogsdill & Family
Jeremiah Stwalley
Damon & Susan Summerlot
Summitt Towing & Recovery, LLC
Mike Swafford
Sweet Owen Convention & Visitors Bureau
T
Betty Taylor
Don & Rebecca Taylor
Curt & Benita Thacker
Charles & Mary Jo Thatcher
Fred Thatcher
The Connection Church
The Ladies Birthday Club
Bill & Mikki Stockwell
Bill & Darla Thomas
Linda, David, & Kristi Thomas
Al & Bonnie Tinsley
Jan M. Torgerson
Don & Gloria Townsend
Estate of William Trent
Truesdel Heating Cooling and Maintenance
Marilyn Truesdel
Mark Truesdel
Robert F. Truesdel
Al & Joan Tucker
Darin & Carol Tucker
Dirk & Sherry Tucker
Doug & Judy Tucker
Kelly Tucker
Kimberly Tucker
Margie Tucker
Phyllis Tucker
U
Terry Urban V Valley Optical
The Vano Family
Susan Vaughn
Tim & Susan Vest
Norma Vickrey
Michael Vogel
W
Alissa Wallace
Tom & Becky Wallace
Walton Funeral Services, Inc.
Kevin & Debbie Wampler
William & Lyvon Watt
Paul Watts
Jeannie Webster
John Wegner
Ben & Kristen Fuhs Wells
Gerald Wells
Gordon & Diane Wells
The Whaley Family
Darrell & Loretta White
Ed & Nancy White
Bob & Cindy White
Mary Jane Wilcox
Bill Willen
Andy & Susan Williams
Julia and Nick Williams
Shawn Williams
Becky Wilson
David E. Wilson
Tad Wilson
Kathy Wise
Steve & Cynthia Withem
Fred Wooley
World Arts, Inc.
Leonard & Joan Wray
Terry Wright, Jr.
Terry & Sally Wright
Dan & Cathy Wyatt
Y
Ronan & Ale Young
YMCA Board, Staff, and Friends
Z
Donna Zamber
Jane Zande
Todd & Deborah Zellers
Phillip & Suzanne Zook
Penny Zufall
Every effort is made to ensure your name is written as you wish. If your name is incorrect, or you wish to be listed differently, please contact the OCCF.
OCCF 2023 ANNUAL REPORT • 21
GIVING BACK
You Passion Gifts
An individual, family, business, or charitable organization makes a taxdeductible gift of cash, securities, real estate, or other property.
Your gift adds to a charitable fund to benefit causes now or in the long term. Human/ animal welfare, education, human services, the environment, church of your choice, or any cause of your choosing.
Create Distribution
Funds are invested prudently for long term growth and overseen by an investment committee of local professionals.
The support your fund provides to nonprofit projects, organizations, and student scholarships strengthens our community whle creating your lasting legacy of giving.
Gifts such as cash, securities, real assets, retirement funds, insurance, and bequests. No gift is too small!
OCCF TEAM
Meet with donors to find a fund right for them. We help with giving gifts, growing funds, offer expertise on community needs, preserve donors wishes in perpetuity, and provide regular statements on funds.
ALL FUNDS are governed by an agreement between OCCF and the donor. Unrestricted Donor Advised Designated Agency Field of Interest Scholarships
HOW TO GIVE
SCAN TO GIVE!
Open your smartphone camera and aim it at the code like you’re taking a picture. Then click on
Visit Our Website: owencountycf.org
Mail your donation to: OCCF, P.O. Box 503 Spencer, IN 47460
22 • OCCF 2023 ANNUAL REPORT
WHY WE GIVE
We Believe in the OC
-OCCF Board Chair Tom Wallace
As one reaches the “Fall Season” of this journey the loose ends to tie up prevail. I believe the life one leads can be and should be a ministry to others.
In this ministry, it is not only what impacts the one taking the lead role but what one absorbs. But also, the spouse and children are each impacted and can play a role in that ministry. In my ministry of teaching agriculture and being the FFA Advisor, my wife, Becky played a significant role in serving the youth of Owen County.
The discussion surfaced how can we honor Becky and I for the work we accomplished in serving the youth of the community? The initial agreement between the two of us was to start a donor-advised fund at the Owen County Community Foundation (OCCF) for $5,000. The discussion expanded to the offspring. My daughters, Amanda and Alissa initiated the idea of a scholarship in our honor would be a better fit for the work Becky and I had completed. The amount for a scholarship to be started is significantly higher than a donor-advised fund. That amount to implement a scholarship is $25,000. How does a couple in retirement tackle such an amount?
The conduit we decided upon is a Charitable Gift Annuity (CGA). The benefit of a CGA is that it allows us to place the $25,000 into a CGA fund based on our age and allows us to receive a fixed interest to aid in paying retirement living expenses until the passing of us both. At the time of death, the $25,000 of the CGA will be directed into the Tom and Becky Wallace Scholarship Fund.
A second opportunity arose with Lilly Endowment’s Gift VIII. For each $1.00 one donates, Lilly will match with a $2.00 gift. An additional $1.00 was provided by a generous anonymous donor. The math was simple as we decided to provide $1,500 of our funds to be matched with an additional $4,500 for a total of $6,000 to start an additional fund. Our initial thought was to start a donor-advised fund but with the caveat of Gift VIII the fund type must be an unrestricted fund.
The intent of an unrestricted fund type allows the OCCF to address the community’s most pressing needs at any given time. We do not know what the community will need 10 years from now, much less in 100 years. The OCCF strives for a diverse group of directors that represents several different townships throughout Owen County. With the ever-changing needs of Owen County, Becky and I decided upon the Tom and Becky Wallace, “We Believe in the OC” unrestricted discretionary fund.
Returning to our roots in 2002, we have been happy to see the resurgence of the community. The collaborative efforts of the government agencies, the Owen County Chamber of Commerce and EDC, the OCCF, and other partnerships have aligned the community with current and future growth and opportunity.
The OCCF provided Becky and me with a conduit to provide financial assistance to the community that has so richly given to us in our youth and adult lives. The OCCF is a professional organization governed by the legal system and national standards. Professionals manage financial investments. The Foundation’s purpose and our personal goal is to exist in perpetuity. Becky and I wanted our funds to last forever rather than be an in-the-door and out-the-door donation that would not make a long-term impact.
Establishing the funds is a remarkably simple task of coordinating the applications at the OCCF with our local financial advisor. The local financial advisor prevented any tax ramifications for both funds and timed the unrestricted fund with our annual minimum distribution requirement.
As the seasons change and our lives are fulfilled, Becky and I are both humbled to be able to give back a little of what has been generously given to the two of us.
OCCF 2023 ANNUAL REPORT • 23
TRIBUTES
2023 S-OCS Retirees
Mark Rogers
Colonel Allen
Rob & Cassie Babbs
Tad Wilson
George Allison
Amber & Kenny-Ray Augustus
Rob & Cassie Babbs
Michael & Julie Donham
Jennifer Dunning
Rob & Cassie Babbs
Ronda Stogsdill and Family
Babbs Market
Babbs Supermarket
John “Bob” Bain
Rob & Cassie Babbs
Craig Brighton
Shirley Burke
Penny Carpenter
Erin Carpenter
Mr. & Mrs. Charles Crum
Tad Wilson
Wally & Kathy DeFord
Ronda Stogsdill and Family
Clinton & Louise Abrell
Babbs Supermarket
Don Abrell
Dave & Doris Scully
Fred & Mary Jo Thatcher
Kimberly Tucker
Lori & Gary Quillen
Mary Ackerman
Jim & Chris Caddell
Phyllis Allen
Wally & Kathy DeFord
Jetta Allison
Barbara Cooper
Jennifer Dunning
John & Cindy Hackworthy
Bob Babbs
Spencer Save-A-Lot
Mike & Julie Donham
Amber & Kenny-Ray Augustus
Fred & Donna Dorsett
Rob & Cassie Babbs
Marty Figg
Sandy Featherson
Kelly Tucker
Margie Tucker
Phyllis Tucker
John & Nancy Fuhs
Ben & Kristen Fuhs Wells
John Gillaspy
Buck & Nan Johnson
Julie Grice
Steve & Alice Parrish
John & Cindy Hackworthy
Amy Paul
Todd & Deborah Zellers
Susan Babbs Hall
Rob & Cassie Babbs
Kyle Hannon
Joyce Mitchell
Judy Heinmiller
Maria O’Connor
Jake & The Owen Valley
Band Anonymous
Brandy Johnson
John & Lisa Gillaspy
Marc Johnson
John & Lisa Gillaspy
Ann Mahrdt
Cory & Inger Boggess
Lynn Nelson
John & Lisa Gillaspy
OCCF Staff
John & Sylvia Dyar
Alice Parrish
Erin Carpenter
Penny Carpenter
Shawn Parrish
Steve & Alice Parrish
Steve Parrish
Alice Parrish
Dr. Tom Ryan
Shirley Burke
Riverside Cemetery Staff
David Livingston
MEMORIAL GIFTS
Eugene & Robert Bowen
Roger & Barbara Bowen
Raymond “Bos” & Randy Buis
Martha, Larry, & Dan Buis
Larry Burger
Patricksburg High School Class of 1966
Tristan Calvin
Tom & Jennifer Abrell
Anonymous
The Arthur Family
Vanessa & Randy Arthur
Tom, Brandy, & Dylan Ash
Austin Powder Company
Bedford Rotary Club
Matthew Boatman
Tom Cadwell
Ann Calvin
The Calvin Family
Debbi Cottongim
Dalicia Cunningham
The DePoy Family
Ed & Teresa Entrekin
General Drilling
John & Nancy Fuhs
Grand Lodge of Indiana
- Spencer 95
Robert & Barbara Gunder
David & Lois Hawkins
Dr. Jennifer Heil
Michael Hensley
Julia Sieradzan
Steve & Alice Parrish
Jack Simmerman
Tad Wilson
Larry D. Snodgrass
Mark & Vicki Riggs
Sophie the MYPath Trail
Dog
Jim & Vicki Hardy
The Spinks Family
Linnell Schur
Ed & Joani Staubach
Janet Rummel
Lori Thatcher Quillen
Sandy Featherston
Kelly Tucker
Margie Tucker
Phyllis Tucker
Tom Wallace
Tad Wilson
Rex Wilson
Erin Carpenter
Tad Wilson
Erin Carpente
Phillip Zook
Rob & Cassie Babbs
Robin Hines
Shane & Connie Jennings
Aaron, Sarah, & Sawyer
LaGrange
Karalyn Landgrebe
Dianne & Ellis Martin
Joshua Lanham & Meghan Meyer
Bob & Terri Lyford
McCormick’s Creek Elementary
Jo & Dane Meyer
Shanna Neely
Dale & Rachel Nicholson
Maria O’Connor
Michael O’Dea
Danny Powell
Emily Reuter and Family
Rogers Group Family
Betty Taylor
The Whaley Family
Andy & Susan Williams
Terry Wright Jr.
24 • OCCF 2023 ANNUAL REPORT
Pamela Campbell
Anonymous
Rob & Cassie Babbs
Charles & Carole Barker
BBP Water Corporation
Shirley Burke
The Busenburg Family
Donnie Campbell
Charles & Kay Cochran
Jim & Ginny Coppedge
Glenn Dayhuff
Royce Deckard
Wally & Kathy DeFord
Frank J. Eberle
Ed & Teresa Entrekin
Charles & Ochmaa Escue
Steve & Debbie Freeman
David Friedel & Ann Mahrdt
Bruce & Mary Hamlin
Lois A. Hawkins
Robin Hines and Family
Tina Huff
IU Office of Enrollment Management
David Johnson
Anne Kester
David & Kathleen Knight
Jack & Cathy Lanham
Joshua Lanham & Meghan Meyer
Lois Leeberg
Nick & Carolyn Lenning
Stephanie Letman
Darin & Kathy Matson
Jane Mellenthin
Maria O’Connor
Kevin & Gloria Ooley
Steve & Becky Pedigo
Ted & Jody Powell
Patti Powell
Richard P. Rechter
The Riedling Family
William Rinnert
Rogers Group, Inc.
Tana & Richard Sorrells
Dan & Julie Stines
Ronda Stogsdill and Family
Curt & Benita Thacker
Tom & Becky Wallace
Paul Watts
Max Carpenter
Penny Carpenter
Keith Casebeer
Barbara Cooper
John & Cindy Hackworthy
Virginia Childress
Becky Wilson
Al Childs
Barbara Cooper
John & Cindy Hackworthy
Bob Christenberry
Michael & Judith Boyd
Cindy Curvin and Family
Tom & Karen Fulk
John & Deanna Heckman
Don Lamm & Kathy Spinks
Jane Mellenthin
The Neumeyer Family
Mary Rice
Curt & Benita Thacker
Tad Wilson
Charles T. Cooper
John & Cindy Hackworthy
Susan Coulter Anonymous
Rob & Cassie Babbs
Deonna Shane Bemish
Mace & Ellen Clark
Nola Clark
Jim & Ginny Coppedge
Nancy Deal
Wally & Kathy DeFord
Gregory & Amy Dunham
David Friedel & Ann Mahrdt
John & Nancy Fuhs
The Giampietro Family
Robert Giampietro & Susan Cernek
Marilyn A. Hart
Rachel Jabaily
Vic & Shirley Kinney
Grace & Bernie Mansi
Theresa Mansi
Trish Mauder
John & Sandra McKay
Patricia Newforth
Maria O’Connor
OCCF Board & Staff
Larry & Glenda Plummer
Donald & Peggy Query
Mary Rice
Regina Roberts
Janet Rummel
Marty Schmidt
Peggy Schrougham
Mark & Nancy Snapp
Ed & Joani Staubach
Ronda Stogsdill
Bill & Darla Thomas
Kimberly Tucker
The Vano Family
Tom & Becky Wallace
Bill & Betty Daniels
Dan & Cathy Ann Wyatt
Michael Dean
Daniel & Kimberly McMains
Jack R. DeFord
John & Cindy Hackworthy
Marilyn K. DeFord
Fred & Donna Dorsett
John & Cindy Hackworthy
Jack & Linda Simmerman
Steve & Cynthia Withem
Terry Downey
Rob & Cassie Babbs
Don & Gloria Townsend
David Drescher
Judy Drescher
H.O. & Beulah Dunning
Penny Dunning
Kextal & Judy Dunning
Penny Dunning
Richard “Dick” Dyar
John & Sylvia Dyar
Greg & Anita Murray
Phillip & Suzanne Zook
Rhonda Truax Farmer
Spencer High School Class of 1970
Mary L. Fox
Steve, Carol, & Fred Flagle
Steve & Mary Jo Fox
OCCF 2023 ANNUAL REPORT • 25
MEMORIAL GIFTS
Connie Flory
John & Cindy Hackworthy
Bonnie Frank
John & Nancy Fuhs
Joe & Judy Heinmiller
Ernest “Bill” Franklin
Gary Franklin
Morris & Betty Franklin
Kent & Linda Franklin
Karen Sheese Freeman
Elizabeth Bernstein and Family
Ellen Clark
Scott & Heather Herrington
Kevin & Ann Cooper
Dianne McKinley
Owen Valley High School Class of 1971
Melissa Ray
Mary Rice
Bobby & Hope Whaley
Jane Zande
Susie Freeman
Nicholas Sheese
Jim & Wilma Fulford
John & Cindy Hackworthy
Leota Fulk
OCCF Board & Staff
Jack & Linda Simmerman
Margie Tucker
Ginger Galloway
Spencer High School Class of 111970
John & Meme Gillaspy
John & Cindy Hackworthy
Meme Gillaspy
Barbara Cooper
Vera Withem Greenwood
Buck & Nan Johnson
Spencer High School Class of 111958
Aaron & Helen Griffith
Stanley & Nancy Griffith
Melvin Hall
Kevin & Debbie Wampler
Charlie Hamilton
Babbs Supermarket
Steve & Peggy Cradick
Ed & Diana Curry
Jean M. Drinkut
John & Sylvia Dyar
Patty Edwards
Larry & Bonnie Frank
Scott & Heather Herrington
Robert T. Jones
Vic, Shirley, & Jason Kinney
Thomas & Kimberly Knox
Bob & Penny Meyer
John & Arlene Meyer
Barbara Moen
Maria O’Connor
Toby & Debra Rodney
Rick & Sheila Schwartz
Dave & Doris Scully
Becky Smith Styer
Mark & Nancy Snapp
Spencer Save-A-Lot
Ronda, Mackenzie, & Hunter
11Stogsdill
Damon & Susan Summerlot
Donald & Rebecca Taylor
Curt & Benita Thacker
Don & Gloria Townsend
Kevin & Debbie Wampler
Becky Wilson
David E.Wilson
Opal Hardesty
Insurances Services Inc.
Susie Parrish Harris
Steve & Alice Parrish
Carol Herrington
Barbara Cooper
John & Cindy Hackworthy
Anita Highshore
Mary C. Ellen Smith
Jason Hinkle
Richard & Myrna Fields
Joe Hutcherson
George & Nancy White
Mike Hyer
Maria O’Connor
Jarrod Jackson
Spencer High School Class of 111970
Julie James Owen County Public Library
11Staff
Leon Johnson
Steve & Alice Parrish
Loretta Johnson
Buck & Nan Johnson
Elizabeth Jones
Robert T. Jones
Margie Jones
Steve & Becky Pedigo
Michael Jones
Lori & Gary Quillen and 11Family
Evan Kelley
John & Jane Burks
Friends & Family of Evan 11Kelley
Randy & Karen Harmon
William “Doug” Kenfield
John & Nancy Fuhs
OCCF Board & Staff
Robert Knapp
Jack & Linda Simmerman
Coach Bob Knight
Al & Joan Tucker
Dr. Mark Lambert
Kevin & Debbie Wampler
Lloyd Lucas
Jack & Linda Simmerman
Gary McCarter
Scott McCarter
TJ & Leslie McClure
Kenneth McCollum
Lisa Bassett and Family
Kimberley Frazier and Family
Jane McCollum
Mark McCollum and Family
Jerry McHaley
John & Lisa Gillaspy
Buck & Nan Johnson
John & Helen McHaley
Harley Melton
Jack & Linda Simmerman
Lois Jean Miller
George & Nancy White
Charlie Minnick
Al & Joan Tucker
Daniel Moon
Sandra Butts
Andrew “Drew” O’Connor
Gail O’Connor
Raymond Parks
Babbs Supermarket
Arthur & Ella Mae Parrish
Barbara Cooper
John & Cindy Hackworthy
Steve & Alice Parrish
Jack Parsons
Marc & Brandy Johnson
Mark Pendleton
Spencer High School Class of 111970
Julie Thacker Romas
Owen Valley High School Class of 1971
Curt & Benita Thacker
Bart Richardson
Barbara Cooper
John & Cindy Hackworthy
Don Rudzinski
Erin Carpenter
Penny Carpenter
Julie Grice
Steve & Alice Parrish
Tad Wilson
Patty Sadler
Walter Sadler
Sam Schur
Barbara Cooper
John & Cindy Hackworthy
Herbert & Wilma Skinner
Jane Mellenthin and Family
26 • OCCF 2023 ANNUAL REPORT
Barbara Spinks
Rob & Cassie Babbs
Jocelyn McKay Barone
Yvonne & Russell Booher
Dean & Marcia Bruce
Mace & Ellen Clark
Charles & Kay Cochran
Chris & Danielle Conner
Barbara Cooper
Jim & Ginny Coppedge
Steve & Peggy Cradick
Steven & Pamela Deckard
Wally & Kathy DeFord
John & Sylvia Dyar
David & Robin England
John & Lisa Gillaspy
John & Cindy Hackworthy
Jason & Kimberly Hale
Bobby & Mary Jo Hall
Bruce & Mary Hamlin
Marilyn A. Hart
John & Deanna Heckman
Joe & Judy Heinmiller
Lois Hester
Don & Marilyn Jackson
Buck & Nan Johnson
Joe & Brenda King
Jason Kinney
Vic & Shirley Kinney
Gloria Klass & Kimberly Rogers
Stephen & Alice Lee
Richard & Nancy Lorenz
Jane McCollum
John & Sandra McKay
Jane Mellenthin
North Central High School Class of 1961
Steve & Alice Parrish
Steve & Becky Pedigo
Lori & Gary Quillen and Family
Nancy Rankin
Mary Rice
Mark & Pennie Rogers
Linnell Schur
Mike Spinks
Ronda Stogsdill
Mr. & Mrs. Charles Thatcher
Linda, David, & Kristi Thomas
Don & Gloria Townsend
Darin & Carol Tucker
Dirk & Sherry Tucker
Phyllis Tucker
Tom & Becky Wallace
Tad Wilson
YMCA Board, Staff, and Friends
Frank & Betty Stewart
Jane Mellenthin and Family
Kirby Stogsdill
Michael & Judith Boyd
Indiana Farmers Insurance
Anne Kester
Reuben Lidster
David Johnson
Hunter Stogsdill
Ronda Stogsdill
Don & Gloria Townsend
Steve & Cynthia Withem
Barbara Taylor
Barbara Cooper
John & Cindy Hackworthy
Maureen Taylor
Barbara Cooper
John & Cindy Hackworthy
Betty Thacker
Spencer High School Class of 1970
Richard Allen Thacker
Curt & Benita Thacker
Richard W. Thacker
Curt & Benita Thacker
David L. Thatcher
Gerald Wells
Eugene Truax
Travis & Jill Curry
Marjorie M. Truax
Travis & Jill Curry
Gib Tucker
Darin & Carol Tucker
Dirk & Sherry Tucker
Phyllis Tucker
Leonard Tucker
Jack & Linda Simmerman
Darin & Carol Tucker
Dirk & Sherry Tucker
Zach Tucker
John & Cindy Hackworthy
Darin & Carol Tucker
Dirk & Sherry Tucker
Phyllis Tucker
Jim Vance
John & Cindy Hackworthy
Delores Vaughn
Susan Vaughn
Jack Vaughn
Susan Vaughn
Wayne & Norma Warner
Judith Stanfield
Gordon & Diane Wells
Janet “Sue” Watkins
Joyce Graham
Erika Wells
Bob & Jamie Andree
Jim & Ginny Coppedge
Bob & Cindy White
Nelda K. Wells
Gerald Wells
Alice Louise Whaley
Joyce Graham
Joe & June Whitaker
Jan Torgerson
Denny White
Anonymous
Jerry Wilson
Erin Carpenter
Stanley & Nancy Griffith
Steve & Alice Parrish
Don & Gloria Townsend
Roma Wilson
Penny Carpenter
John & Cindy Hackworthy
Steve & Alice Parrish
Shirley Wilson
Penny Carpenter
Steve & Alice Parrish
Rosie Winders
Barbara Cooper
John & Cindy Hackworthy
Jack L. Woodruff
Babbs Supermarket
OCCF 2023 ANNUAL REPORT • 27
REMEMBERING A FORMER DIRECTOR
Susan Coulter 1948 – 2023
In loving memory of Susan Coulter, a multifaceted soul
known for her creativity, generosity, and unwavering love for animals. Born in 1948 in Indianapolis, she dedicated her life to nurturing creativity in others, teaching art for over two decades at Spencer Elementary School after completing her art education at Indiana University. Susan’s artistic talents extended to her gift for pastel artistry, which she generously shared with her loved ones. Her true happiness was found on her farm, surrounded by her cherished animals, woods, and gardens, where she embarked on countless woodland adventures with her furry companions.
“I really enjoy helping make Owen County a special place, and it’s nice to have the Foundation’s support” remarked Susan during an interview with OCCF in the summer of 2023.
Susan’s enduring optimism and dedication radiated through her involvement with the Freedom Community Center and the OCCF, where she served on the Board of Directors for several years. Her legacy continues through her planned gift, which was left to the OCCF’s Community Fund through her estate. Susan’s memory lives on in the countless lives she ouched, her commitment to embracing life’s simple joys, and her steadfast willingness to lend a helping hand to those in need. We will miss Susan’s smile and infectious enthusiasm in all she did.
THANK YOU FOR YOUR SERVICE
Myrna Fields - Former Chairperson
As I reflect on my seven-year tenure on the Owen County Community Foundation Board of Directors, there are so many positive things that come to mind many more than would fit in this paragraph! Some of the changes that rise to the top of my list are the following. At the very top of my list and I feel the most impactful was securing our own office on the square. This gave us more of a visible presence in the community and allowed us greater flexibility for gathering the group and meeting with donors. Financially we have continued to grow reaching and surpassing the ten million dollar mark for our assets. Our residents have been generous in contributing to our funds–allowing us to give back to the community. As Scholarship Chair for a number of years, I was greatly impacted by our switch from mountains of paper applications to a digital format. I’m sure we saved a lot of trees by making this switch and it simplified the application and scoring process. It was always so heartwarming for me when we awarded those scholarships to our local students at our celebration in the spring. When I think about what had the most impact on me, though, in my term on this board, it is working with wonderful people both staff and board members. I have been able to connect with people of different backgrounds and interests from all areas of the county. What they have in common is a commitment to enhancing the quality of life for all citizens of Owen County, now and for generations to come. If you have the opportunity to serve with this organization in some capacity, I hope you seize it. You can make a positive change in your community.
Marilyn Hart - Former Board Member
On behalf of the Owen County Community Foundation, the Board and staff extend heartfelt thanks for Marilyn Hart’s exceptional dedication and service as both a former Administrative Director and Board of Directors member. Marilyn’s visionary leadership, extensive knowledge of nonprofit management, and unwavering commitment have left an indelible mark on our organization and community. Marilyn’s years of contributions will always be treasured and will continue to inspire the Board and staff alike as we carry out our mission with integrity, compassion, and purpose.
28 • OCCF 2023 ANNUAL REPORT
EXECUTIVE COMMITTEE
Myrna Fields, Chair
Tom Wallace, Vice-Chair
Kaye Erney, Treasurer
Amber Mullin, Secretery
David Friedel, Past Chair
Ronda Stogsdill, At Large
FINANCE COMMITTEE
Danielle Conner
Kaye Erney
David Friedel
Mike Sudol
Ale Young
GOVERNANCE COMMITTEE
Marilyn Hart
Heather Light
Ronda Stogsdill
Tom Wallace
LILLY SCHOLARSHIP COMMITTEE
Susan Elkins
Myrna Fields
Shelley Harriman
Audra Hopf
Amber Mullin
Jeanna Srinivasan
Ronda Stogsdill
INTERNS
Matthew Crum
OCCF STAFF
Janet Rummel
President & CEO
2023 COMMITTEES
SCHOLARSHIP COMMITTEE
Dave Allen
Bailee DeFord
Susan Elkins
Kaye Erney
Myrna Fields
Audra Hopf
Amy Morgan
Tamra Ranard
Pennie Rogers
Ed Staubach
Ronda Stogsdill
Tim Vest
HUMAN RESOURCES COMMITTEE
Michelle DeFord
David Friedel
Bowie Johnson
Amber Mullin
Tom Wallace
SUSTAINABILITY COMMITTEE
Myrna Fields
David Friedel
Nancy Lorenz
Tom Wallace
Grace Pendleton
Karah Bobeck
Director of Programs & Communications
GRANTS COMMITTEE
Cassie Abrell
Jessica Brinson
Ashley Fleetwood
Sarah Glass
Donna McElroy
Leslie Nieves
Sonya Seymour
Brittany VanHook
Tom Wallace
MYPATH ADVISORY COMMITTEE
Grant Minnemeyer
COAD COMMITTEE
Susan Elkins
Abby Warthan
Tony Craig Data & Operations Manager
OCCF 2023 ANNUAL REPORT • 29
30 • OCCF 2023 ANNUAL REPORT
THE POWER OF GIVING BOARD OF DIRECTORS
Myrna Fields
Chairperson Tom Wallace Vice Chairperson
Kaye Erney Treasurer
Amber Mullin Secretary Jessica Brinson
Gifts
& Memorial Gifts
Danielle Conner
688 Honorarium
Donated in honor or memory of loved ones
$66,542 $12 MILLION INVESTED FOR OUR COMMUNITY 2023 BY THE NUMBERS Donors $1.5 M
Facts of Giving
52% Grants Awarded Scholarships Awarded
Of donations are $100 or less
$486,000
Helping 62 nonprofits to improve our community
$130,950
Helping 42 students pursue their dreams
$11.9 million total gifts since 1994
$10.6 million granted since 1994
$3 million pre-k - adult education funding since 1994
$745,000 total grants to MYPath Since 1994
100% dedication to Owen County
OCCF 2023 ANNUAL REPORT • 31
Ronda Stogsdill
Susan Coulter Marilyn Hart Ale Young Mike Sudol Grant Minnemeyer Ed Staubach
GRANTS EDUCATION MYPATH DEDICATION
GIFTS