Wayne County Foundation 2021 Annual Report

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MANAGEMENT C O M M I T M E N T STAFF FOCUS

scholarships

ALL

DO

helpful FINANCIAL resource

Ability

Match donations

Do Good

community STUDENTS

OPPORTUNITIES

NEEDS funds

FORWARD

HELP

philanthropy PL ANNING

AREA ORGANIZATIONS

give support EDUCATION

EFFORTS

GRANT

Aid

NONPROFITS

work PROGRAMS

BUILDING A STRONGER WAYNE COUNTY

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ANNUAL REPORT 2021

IN JULY 2021, the Foundation held its first in-person event in 18 months.

The Summer Celebration was held at Forest Hills Country Club and enjoyed by 100 of our donors, partners, and community supporters.

Table of Contents A Letter from our Executive Director and Board Chair

1

‘He Never Met a Stranger’: Roy Ridge Cements His Philanthropic Legacy

2

Legacy Society and New Funds

3

Foundation Grantmaking in Action

4-5

An Update from Forward Wayne County

6-7

A Spotlight on Wayne County’s Lilly Scholars

8-9

2021 Foundation Donors

10-11

Foundation Staff and Team Leadership

12

Financial Report

13

Dear Friends

of the Wayne County Foundation, 2021 was a year of future planning, growth and accomplishment. We asked you, our donors, fund founders, and stakeholders how we could better meet the needs in our community. You reminded the Foundation that we are a trusted and important community asset, that we need to be a champion of philanthropy across Wayne County, and that it is critical that we understand and work to address community needs.

With this input, our Board of Directors approved a three-year strategic plan in June 2021 that prioritizes relationship building, impact driven grantmaking, community leadership, and engagement and nonprofit support. We are so grateful to partner with you to ensure Wayne County thrives today and in the future.

We are pleased to share that the assets of Wayne County Foundation grew to $69 million due to both gifts and strong investment performance. More than $4.8 million in gifts were received, 21 new funds established, and $2,143,088 was granted to enhance the quality of life in Wayne County in 2021. Scholarship funds awarded $578,085 to rising or returning college students in 2021.

This year we...

HONORED ROY RIDGE, a philanthropist that quietly supported Wayne County in life and had a vision for the future;

MADE A COMMITMENT TO INCREASED EDUCATIONAL ATTAINMENT through the Indiana University East College Now program;

PROVIDED SUPPORT TO OUR MAIN STREET ORGANIZATIONS and neighborhoods through the NICE! Program.

We hope the stories on the following pages serve to illustrate the impact of the Foundation’s work throughout Wayne County and show what can be accomplished when people care enough to give generously to support their charitable interests and the community where they live.

Rebecca S. Gilliam Executive Director

David Rodgers Board Chair

Building A Stronger Wayne County | 1

He Never Met a Stranger ROY RIDGE CEMENTS HIS PHILANTHROPIC LEGACY

A

s owner of the successful Allied Broadcast Company (later Allied Telecom), a global distributor of audiovisual equipment located in Richmond, Roy Ridge was a public figure in our community for many decades.

Though Ridge was known to be open-minded and kind to everyone he met, many were not aware of Ridge’s penchant for generosity and altruism, which he mostly performed in discrete fashion.

‘He put a lot of kids through college… sometimes they didn’t even know it was him.’

‘He donated money to many organizations across the community, almost always anonymously,’ said Ian Wright, who became a longtime friend of Ridge after working several years for him after graduating from high school. ‘He put a lot of kids through college…sometimes they didn’t even know it was him.’

Ridge, who passed in 2019, was particularly fond of Cope Environmental Center, Richmond Civic Theatre, Richmond Symphony Orchestra, the Richmond Friends School, and higher education in general.

Yet another instance of a good deed performed in anonymity was when Ridge noticed the lights around the county courthouse and municipal building were beginning to burn out; he paid for brand new lights to be installed around both buildings.

2 | WayneCountyFoundation.org

Ridge began his formal relationship with the Wayne County Foundation as he neared retirement age. While he may have been ‘quietly philanthropic’ during his life, his giving legacy was forever cemented in June 2021 when the Foundation received a gift of more than $5.1 million from his estate.

In addition to his gift being the largest the Foundation has ever received, it can also be used in a way that best benefits Wayne County. Unrestricted gifts can be directed by the Foundation to organizations, programs, or projects that address the community’s greatest needs.

For Ridge, Richmond was always home and close to his heart.

He grew up in the city, attended Hibberd Intermediate School, was a graduate of Richmond High School’s class of 1955, and eventually embedded his successful business in the community.

‘He was always so proud of the history of Richmond. He was a lifelong learner and would tell anyone who would listen about his hometown,’ shared Wright.

Ridge’s love of ‘all things related to electronics and technology’ was fostered at a young age by his father Sam Ridge, who worked for the Phillips Records plant in Richmond. After high school, Roy worked at a local radio station and movie theater before he served in the United States Air Force from 1959-1961. He founded Allied Broadcasting Company in 1974, which he owned until his retirement.

‘Roy’s generous gift to the Wayne County Foundation will be felt in our community for decades to come,’ said Foundation Executive Director Rebecca Gilliam. ‘We are thankful for both his philanthropic spirit, as well as the compassion he showed his community.’

‘He was an amazing mentor…and an even better man,’ shared Wright.

Legacy Society

LEGACY SOCIETY MEMBERS

HONORING COMMITMENT TO WAYNE COUNTY’S FUTURE… For more than four decades the Wayne County Foundation has helped generous individuals and families create their philanthropic legacies that benefit our community.

The Foundation would like to recognize and acknowledge the generosity and vision of our Legacy Society - donors who have made a commitment to our community through the lasting impact of a planned gift. By completing a statement of intent and notifying us of your gift through a bequest, charitable trust, life insurance, or other planned gift, you can join the Legacy Society with the satisfaction of knowing that you are making a gift of a lifetime.

Anonymous

John and Bess Place

John and Elsa Catey

Jack and Sandra Doyle

Lowell and Kathleen Robinson

Jon and Judy Ford

George and Brenda Rohe

Roger and Connie Green

George N. Schmid

*Mike and Carol Hinshaw

*Glen and *Jewel Spears

Pat James

Don and Heidi Thurston

Tom and Sheryl Alberts

Joyce Roberts

James and Penny Duke

David Rodgers

*Leon and Barbara Gohn

*Alan and Miriam Rosar

Chris Hardie and Kelly Burk

Siri Shinn

Jon and Suzette Igelman

David and Carla Stidham

Vikki Johnson

Martin and Beth Van Der Burgt

Carolyn and Edward Lafever Daryl and Terri Lane Paul and Pat Lingle Joan L. Martin

Ernie and *Betty Mills

*Steve and Andrea Mosey David and Beverly Nixon Shari Petersime Sherry Petry

Patricia Waskom Darrell Watt

Dana and Jean Weigle David and Tammy Williamson Carl and Connie Wooldridge Janet Wortman

*Indicates those we remember

New Funds Established in 2021 The Wayne County Foundation is proud to assist individuals, families, businesses and nonprofit organizations to meet their unique charitable goals. We would like to proudly recognize those new funds established this past year.

Ambassador Healthcare Nursing Scholarship Fund Guy Victor Bordo Conductor’s Endowed Chair Fund

Elsa Catey Nursing Scholarship Fund Deer Family Fund

Dimick Eastman Family Fund

Jack & Sandra Doyle Charitable Fund for First Baptist Church Jack & Sandra Doyle Charitable Fund for Circle U Help Center Jack & Sandra Doyle Charitable Fund for Southside Baptist Church Jack & Sandra Doyle Charitable Fund for Gideons International

Jim and Sharon Howell Scholarship Fund

Koechlein Family Fund

J.D. Radford Scholarship Fund

Richmond Rose Garden Endowment Fund

Roy Ridge Community Leadership Fund

Mary L. Schmid Fund for Richmond Civic Theatre Mary L. Schmid Fund for Cope Environmental Center

Mary L. Schmid Fund for MorrissonReeves Library

Mary L. Schmid Fund for Richmond Art Museum

Jane Stephenson Outdoor Education Fund

Jane Stephenson Empowering Girls Fund Van Der Burgt Charitable Giving Fund

Building A Stronger Wayne County | 3

OUR IMPACT:

BUILDING A

STRONGER Wayne County 2021 Spring Grant Cycle The Wayne County Foundation awarded $240,398 to 35 local nonprofit organizations through the 2021 Spring Grant Cycle.

The funding was to support local programs or projects aimed to enhance the spirit of the community and improve the quality of life across Wayne County.

The Foundation’s grantmaking is made possible by income from unrestricted and endowed field-of-interest funds.

Challenge Match For the past ten years, the Challenge Match has been supporting organizations by encouraging charitable giving in our community.

2021 marked the final time the Challenge Match program will be facilitated by the Wayne County Foundation. Initially, the program grew out of a need to assist local nonprofit organizations raise unrestricted operating dollars more efficiently through an annual campaign and to enhance the spirit of philanthropy in Wayne County.

In the future, we look forward to providing funding in new ways to improve the quality of life in Wayne County!

MATCH PARTNERS: Doxpop Charitable Giving Fund, First Bank Community Fund, Fund for Tomorrow, Second Chance Fund, and David and Carla Stidham

4 | WayneCountyFoundation.org

A Commitment to Access In December 2021, the Foundation pledged $200,000 over two years to the Indiana University East College Now program.

The initiative, which was originally piloted in 2019, provides area high school students with the opportunity to take free college credit courses on the campus of IU East. The program is intended to bolster Wayne County’s educational attainment by introducing area students to the college environment earlier, and encouraging future academic achievement.

In an effort to bridge the education gap, the program is designed to primarily serve first-generation college students or students from underserved families.

‘It has been a really great experience because I have had an opportunity to connect with my professor, get acclimated to the college classroom, and achieve a sense of independence.’

-Richmond High School senior Lindsey McClain

2021 GRANTMAKING

by the numbers $2,143,088 granted

to enhance the quality of life in Wayne County.

$578,085 awarded

to rising or returning college students from nearly 150 scholarships.

$488,422 distributed from 50 donor advised funds.

$275,000 matching funds offered through the Challenge Match.

$240,398 awarded

to 35 local organizations through our Spring Grant Cycle.

$80,000 granted

from the Vigran Family Foundation to over 40 different organizations.

21 new funds established at the Foundation.

In 2021, the Foundation awarded over $2.6 million in grants and scholarships. This represented an 8.6% increase over 2020.

Assisting Local Nonprofits One of the many ways in which the Foundation came alongside local nonprofits in 2021 was facilitating our first ‘Accounting 101’ workshop. Nine different organizations participated in the four-month program, which was led by Foundation Chief Finance Officer Amy Waltz (pictured).

Building A Stronger Wayne County | 5

2021. What could have been another year

of uncertainty turned into a fantastic year for Forward Wayne County (FWC). We didn’t let the pandemic distract our efforts and made strategic adjustments to continue our work. These adjustments allowed us to expand our role as a catalyst for community change and helped us engage multiple new partners and stakeholders.

To share just a few highlights…

Supporting Our Main Streets Main Streets serve as the economic, cultural, social, and historical centers of Wayne County. They are the sign of a thriving community. In 2021, the Wayne County Foundation, through FWC, granted $28,000 to four local Main Street groups for improvements and beautification.

The groups awarded include Cambridge City Main Street, Heart of Hagerstown, Main Street Centerville, and Main Street Richmond.

“It has been exciting to see these groups come together, share their vision for their communities, and work hard to achieve their goals. And now their communities will visually benefit from their work.”

- Rebecca Gilliam Wayne County Foundation Executive Director

WHAT IS FORWARD WAYNE COUNTY?

Forward Wayne County (FWC) is a an initiative that serves as a catalyst for change in Wayne County.

Moving forward under the Wayne County Foundation’s new strategic plan, Forward Wayne County is now a permanent role within the Foundation as the community leadership arm of its operations.

Throughout 2021, Forward Wayne County granted more than $45,000 back into the community for various projects and initiatives.

6 | WayneCountyFoundation.org

Opening Doors to Careers Beginning in October 2021, the FWC Employability Coalition launched its Possibilities Career Awareness campaign, targeting five careers across multiple platforms. The campaign shows our residents that there are local high-need jobs, local employers that are hiring, local education providers, and opportunities for career growth in Wayne County. The campaign will continue in 2022.

Empowering Communities In 2021, FWC facilitated the NICE! (Neighborhood Involvement & Community Engagement) program, a six-week community development program developed with support from Lilly Endowment Inc. NICE! provided no-cost training on how to bring a group together, create a project by engaging the community, and use the project to better neighborhoods and communities across the county.

All told, 22 participants representing various organizations and communities completed the training.

Building A Stronger Wayne County | 7

LILLY ENDOWMENT

Community ABOUT THE SCHOLARSHIP

The prestigious Lilly Endowment Community Scholarship is awarded annually to two graduating seniors from Wayne County high schools.

Lilly Endowment Community Scholars receive a four-year, full-tuition scholarship and book stipend to the public or private Indiana college or university of their choice.

DID YOU KNOW?

That since the Lilly Scholar program was introduced during the 1998 -1999 school year, more than 50 Wayne County students have been awarded the scholarship.

2022 Lilly Scholars The Wayne County Foundation is pleased to announce two students were selected to be 2022 Lilly Endowment Community Scholars representing Wayne County. Emily Cox from Lincoln High School and Garrett Walther from Centerville High School have been selected due to their exemplary academic achievement, service to others, and impactful extracurricular involvement.

By the end of Emily’s junior year, she had a 4.30 grade point average. Some of her extracurricular activities include Fellowship of Christian Athletes, Key Club, Business Professionals of America, National Honor Society, as well as participating on Lincoln’s volleyball and tennis teams.

Emily describes herself as a ‘passionate and goal-oriented’ individual.

Emily plans to attend Indiana Wesleyan University to study nursing.

During Garrett’s time at Centerville, he compiled a 4.01 grade point average, participated in Eastern Indiana Model Legislature, Fellowship of Christian Athletes, Indiana Junior Beef Cattle Association, 4-H, National Honor Society, and track and field. Since he was little, Garrett ‘lives and breathes his family farm in every instant’.

Garrett plans to attend Purdue University to study agricultural economics.

Please visit waynecountyfoundation.org for a full list of 2021 scholarship recipients.

8 | WayneCountyFoundation.org

Scholars

ALEXIS WORL | 2021

2021 Lilly Scholars

MICHAEL DAVIS | 2021

From a highly competitive pool of applicants, the Wayne County Foundation is also pleased to share our 2021 Lilly Endowment Community Scholars – Michael Davis of Centerville High School and Alexis Worl from Lincoln High School.

Michael is currently a first-year student at Purdue University in West Lafayette, where he is majoring in aeronautical engineering technology with a minor in materials science engineering.

‘To me, being a Lilly Scholar is to humbly share all my skills with the people around me and be a leader by setting a good example. I’ve been fortunate enough to receive this scholarship and I want to use it to better the world around me.’

EMILY COX | 2022

Michael hopes to be a flight test engineer after he graduates.

Alexis is currently a first-year student at Butler University in Indianapolis, where she is double majoring in international business and international studies with a minor in German.

‘I chose Butler because of their amazing business school. Being a Lilly Scholar has been the biggest blessing for me, it has allowed me to focus 100% on my education and not have to worry about how I would be able to pay to go to a private school. I will forever be thankful for this absolutely life-changing scholarship.’

After graduation, Alexis would like to work in international marketing.

GARRETT WALTHER| 2022

Building A Stronger Wayne County | 9

2021 FOUNDATION DONORS

FOUNDATION DONORS

Gary and Kathy Adamson Jeung and Keum Ahn Anonymous The Austin Memorial Foundation Sandra A. Augustin-Dehner Robert and Marjorie Bertsch Carl Boyles Marlin and Barbara Buckmaster John and Geraldine Bullerdick Robert and Beth Brittenham Edwin Cy Burkhart John and Elsa Catey Chapter CT P.E.O Darrel Chenoweth Don and Pat Clark Gail and Jarrod Connerley Estate of Beverly A. Cox Sarah Crespi Ron and Melanie Cross Estate of A.J. Daggy Keith Davenport Steve and Judy Davis Stephen and Mary Deibel Howard and Suzanne Deitsch Eric and Rebekah Dimick Eastman Doxpop Jack and Sandra Doyle Andy and Amy Dudas Phyllis Eloff Susie and Bob Ferrell Jon and Judy Ford Vicki Grafflin Cory and Ginger Gray Roger and Connie Green Gwendolyn Halsted and Michael Birkel Becky J. Harper Eldon and Sharon Harzman Pat and Steve Heiny Tom and Mary Heyob Jim and Sharon Howell Stephen and Carol Hunyadi Jon and Suzette Igelman David and Cheri Jetmore Dr. James Jose and Ms. Ann Rollins Kent Kille Dick and Sherry Kirschner Francie Klinge Chris and Kathy Knight Monica and John Koechlein Howard and Patty Lamson Jerry and Terri Logan Barry and Carolyn MacDowell Joan L. Martin John and Sheila McBride Jim and Brenda McLane Richard McPherson Greg and Pam Merchanthouse Jon and Whitney Mires John R. Mohr Rick and Karen Niersbach David and Beverly Nixon Sharon and Raymond Ontko P.E.O. Sisterhood Chapter A.U. Judy L. Redmyer Reid Health Drs. Dana Reihman and Eileen Cravens

Richmond Symphony Orchestra Estate of Roy M. Ridge Carvin Rinehart Lowell and Kathleen Robinson Gary and Annette Rodefeld David A. Rodgers George and Brenda Rohe Estate of Jane Rosa Estate of Rhea C. Ryan Dr. Bonnie McClelland Sampsell David and Janice Schuette Dick and Margy Smith Stamm Koechlein Family Foundation Estate of Jane Stephenson David and Carla Stidham Jerry and Judi Studebaker William Toedebusch Martin and Beth Van Der Burgt Eric and Linda VanVleet Alvertis Wall and Eileen Baker-Wall Rod and Amy Waltz Morris and Bobbi Whitlock Rosemary Williams Allan M. Winkler Janet Wortman Pamela Zelaya

IN HONOR OF…

In honor of Kendra & Kent Beisner Averil MacKenzie In honor of Lucille Beisner Kent and Kendra Beisner

In honor of James Joseph Black Clyde and Carol Black

In honor of Jeffrey Duncan Black Clyde and Carol Black In honor of Mary Jo Clark’s birthday Pat and Steve Heiny In honor of Roxie Deer Amber Allen Christopher Beaman Mary Ann Brooks Julie Frame Nancy Green Pat Heiny Becky Jewison Amanda Jones Devon Niehoff Justin and Jodie Scheiben Theresa Scruggs Maryellen Smith

Honoring Dot Food Grocery and the Schwegman Hotel Franklin and Barbara Schwegman In honor of Kent Fortman and Brent Fortman’s induction into JA’s Eastern Indiana, Business Hall of Fame Verne and Ruth Ann Clingenpeel

In honor of Kerry and Kyle Hardy Kent and Kendra Beisner

In honor of Anna Marie Johnston Aaron and Terri Hannon In honor of Averil MacKenzie

10 | WayneCountyFoundation.org

Kent and Kendra Beisner

In honor of Nathan and Rachel Steele’s 19th birthday Steve and Leslie Harley In honor of the support by Amy Waltz to the Richmond Symphony Orchestra Monica Koechlein

IN MEMORY OF…

In memory of Darrel Alvey J. Robert and Carol Broscheid In memory of Tom Barker Pete and Joan Bartel Elaine Bock Dick and Jan Bohlander Kevin and Linda Darr Shaun Dingwerth Jon and Judy Ford Larry and Barbara Garrett Carla and Mike Green Barbara Halstead Robin Henry Janet L. Hibner Don and Jane Laucks Paul and Pat Lingle Greg and Pam Merchanthouse Eugenia Mills David and Nancy Moore Deborah Presley Donald and Nancy Sanford Neil and Sharon Waterston In memory of Myyon Barnes Dr. Precious Barnes Frank and Pauline Pacheco

In memory of Lucille Beisner Kent and Kendra Beisner In memory of Paul Beisner Kent and Kendra Beisner

In memory of Phyllis Binegar Neil and LuAnn Gettinger David and Janice Schuette

In memory of Thomas F. Bivens Jo Ellen Bivens

In memory of Jonathan Alan Black Clyde and Carol Black In memory of Dick Bohlander Roger and Connie Green

In memory of Theodore “Teddy” Braxton Jane Vincent In memory of John L. Bryant Roger and Connie Green In memory of Earl Caudle Keith Davenport

In memory of Chris Coffman Ellie Coffman In memory of Phil Coffman Ellie Coffman In memory of Justin Cross Ron and Melanie Cross Jon and Whitney Mires In memory of Barry Culy

Neil and LuAnn Gettinger David and Janice Schuette In memory of Jan Deer Jo Ellen Bivens Jason Brooks Mary Ann Brooks Amanda Jones

In memory of David DeMuth Dick Amann Suzanne Cramer Julie Haycox Jay and Beth Hernly Lisabeth Hudyk Becky Jewison James and Katherine Koontz Priscilla Miller Ron and Amy Reeves Becky Wallace Walter and Gloria Wheeler In memory of Dr. Tom H. and Annadell Ebbinghouse Richard J. Ebbinghouse In memory of Paul Geis Jim and Brenda McLane

In memory of Tami Goss Betty Goss Don Goss

In memory of Ralph Hankosky Mrs. Mary Kay Hankosky In memory of P. Michael Hoch J. Robert and Carol Broscheid In memory of LaDonna and Jerry Jensen Kent and Kendra Beisner In memory of Duane and Mary Carolyn Kinyon Mary Kinyon Hoffmann

In memory of Johnathon Alan Lahmann Robert and Pam Lipps In memory of Kris Lopresti Jenelle Erickson-Bejarano Indianapolis Colts JanEva Jones Greg and Peggy LaRosa Judy L. Redmyer

In memory of Hilda Luerman Dickman Herold Jimmy and Linda Jean Black Richard Bodiker Barbara Dickman Cliff and Martha Jane Dickman John and Susan Dickman Mike and Kristi Dickman Ted and Kim Dickman Tom and Lou Dickman Susan Elstro Richard and Cheryl Gaddis Rick and Mary George David and Maria Haber Fred and Marilyn Haber Jay and Beth Hernly Mike and Mindy Herold Ron and Denise Herold Meridith and Philip Mask Bill and Toni McKnight Mary and Scott Vogelgesang

In memory of John Mackenzie Kent and Kendra Beisner

In memory of Mildred Martin Roger and Sharon Martin and Family Donna Wright In memory of Eli Neal Dot Foods Bob and Tamera Geise Irongate Creative, LLC Julie King Chad and Meghan Neal Joe and Megan Smith, Jenna and Ben

In memory of Cooper Newton Thomas A. Wenger

In memory of Ruth Nocton Mike and Mary Catey and Family

In memory of Evelyn Petry, a good volunteer and role model Jo Ellen Bivens In memory of Edna Johnston McNary Pickett Mary Ann McCormick In memory of J. D. Radford The Alyea Family Chris Bartram David and Sabrena Bartram Nancy Blunk Bud and Janice Brady David Charles Gina and John Charles Rodney and Donna Cobb Londa Crownover Ralph and Cindy Crownover Doerstler Farms Amanda and Marcus Dyer Paul and Darlene Frame Larry and Barb Garrett Jayne Grow Larry and Linda Hays Ellen Hellier Bob and Mary Jane Hill Richard G. Lehman The McCarthy Family Scott and Susan McConnell The McGregor Family Edward and Barbara Miller Lou Anna Moore Kelly Morales Jeff and Barb Osborn Brent Railsback Rex and Vicki Ratcliffe Mary Robinson Anita Rose Jule Sandman Julia Shaffer Jim Sherlock Donald W. Jack Sittloh Jack Spaulding David Thornburg Frank and Kelly Thornburg Victor Thornburg Don and Heidi Thurston Joan Turner Renee Ullinskey

Keith Webster Lester and Shirley Wise Perry and Joan Wise Janice Wiwi Family Bobby Wright

In memory of The Honorable Robert L. Reinke Beverly Beane Bob Beane Tom Beane James and Patricia Good Benson Larry Blanford Leslie and Craig Boughton Brett Boyd and Kim Goble Tony and Dorothy Broadwell Eileen Conti Tom and Nancy Cox Glenda Crane Joe Crick John and Jeannie Crick The Curtins Edwin Dean Elana Einstein-Sim Chloe, Megan and Gabby Laura Eligator Susan Elzemeyer Kim and Bill English Patti Ferreira Jon and Judy Ford J. Robert and Jennifer Hall Participants, Staff and Board of Directors of Hand-in-Hand Adult Day Care Center Ann Hart Eldon and Sharon Harzman Pat and Steve Heiny Jerri Heithaus Janet Hibner Tom and Joy Holthouse Stacy Huffman and Becky Baker Stephen and Carol Hunyadi Troy and Marilyn Ingram Mike and Kathy Khamis Bob and Pat Koger William and Rebecca LaMear Paul and Pat Lingle Rob and Elaine Ludeman Susan and Scott McConnell Doris Ellen Miller Tim and Susan Miller Frank Monroe Ellen Mosher Dick Douglas and Brenda J. Oler Andrew Reinke Pamela Reinke Lowell and Kathleen Robinson Sally Sayre Betsy Schall Bob Schall Doug Schall Thom Schall Shelly Seesel David and Carla Stidham Jody Turner Michael Turner Nancy A. Upchurch Brad and Monika Vigran Pamela Van Volkenburgh Mary Zaleski

In memory Joseph S. Reis Nancy Upchurch

In memory of Deacon Frank Roberts Joyce L. Roberts In memory of Allan Rosar Miriam Rosar

In memory of Harold W. Ryan Rhea C. Ryan In memory of Karl and Marjorie Sharp Karen Pipes

Tom and Chris Hilkert Carol and Stephen Hunyadi Tom and Martha Imperiale Jeff and Lynda Jackson Philip and Barbara Barker Jenkins Lynn and Rose Mayer Linda Morgason and Family Jim and Dixie Robinson John and Barbara Short In memory of Sonya Spears Ronnie and Ann Dickson In memory of Rachel Steele Brian and Roxanne Steele

In memory of Amy Sloan Fox Run Property Owners Association, Inc.

In memory of Jane Stephenson Scott Stephenson and Chris Myers

In memory of Emmett Smelser Kent and Kendra Beisner Jon and July Ford Becky J. Harper Jesse and Lou Ann Price Richmond Symphony Orchestra Ray and Beth Stapleton M. Frances Tipton In memory of Glen and Jewell Spears Barry Barker and Amy Spears Ronnie and Ann Dickson Alan and Donna Spears In memory of Jewell Spears Christmon Family Eric and Sara Coulter Tom and Nancy Cox Shaun Dingwerth Vicki Grafflin Cory and Ginger Gray Roger and Connie Green Denise Harper Bill and Mary Nic Harvey Pat and Steve Heiny

In memory of James J. Sweet, Jr. Bob and Margie Bertsch Roger and Connie Green Jim and Brenda McLane

In memory of William E. Upchurch Nancy Upchurch

In memory of Stanley Vigran James R. Smarelli In memory of Jane Vincent Kent and Kendra Beisner

In memory of Janet Vosmeier Ronda Christopher Dr. William and Janet Grimes Nancy Jack

In Memory of Kenneth and Ruth Wickemeyer Kent and Kendra Beisner In memory of Ruth Wickemeyer Averil MacKenzie In memory of Rose Wuertemberger Kent and Kendra Beisner

VIGRAN FAMILY FOUNDATION Established in 2001, the Vigran Family Foundation supports the charitable purposes of the Wayne County Foundation, and especially those advancing theater and the arts, higher education, healthcare, and Jewish causes.

In 2021, the Foundation granted $80,000 to 40 different organizations. For a full list of organizations and to learn more about the Vigran Family Foundation, please visit waynecountyfoundation.org.

Building A Stronger Wayne County | 11

2021 FOUNDATION DONORS

In memory of Niqui McCown Antoinette Hampton John Lordan

BOARD OF DIRECTORS

David Rodgers

Kathy Girten

Brenda McLane

Christopher Knight

Avis Stewart

Brad Bowman

Doug Cook

Kevin L. Handley, Sr.

Rob Houseman

Garry Kleer

Eric Marsh

Ray Ontko

Jodie Scheiben

Valerie Shaffer

Chair

Vice Chair

STAFF

Left to Right: Amy Waltz Chief Finance Officer Rebecca Gilliam Executive Director Lisa Bates Database Administrator Alex Painter Community Engagement Officer Acacia St. John Program Director Forward Wayne County Daniel Arthur Communications Coordinator Theresa Scruggs Administrative Assistant

12 | WayneCountyFoundation.org

Secretary

Treasurer

At-Large

County Foundation 021 County Foundation Wayne County Foundation ial Information for Annual Report 021 12/31/2021 ial Information for Financial AnnualInformation Report for Annual Report

FINANCIAL REPORT

2021

nd cash equivalents Assets s and contributions receivable nd cash equivalents Cash and cash equivalents ments sssets and contributions Pledges receivable and contributions receivable ments Investments ed cash and cash equivalents - COVID-19 loan program yssets and equipment Other - net assets ed cash and cash Restricted equivalents cash - COVID-19 and cash equivalents loan program - COVID-19 loan program y and equipment Property - net and equipment - net

$

$

2021 1,802,199 62,958 1,802,199 67,091,536 62,958 26,930 67,091,536 152,141 26,930 345,446 152,141 345,446 69,481,210

ies ships and grants payable ies Liabilities funds ships liabilities and grantsScholarships payable and grants payable erest funds Agency funds abilities erest liabilities Split-interest liabilities abilities Other liabilities abilities

$

69,481,210

$

299,433 3,723,359 299,433 280,587 3,723,359 4,268 280,587 4,268 4,307,647

$

$

abilities Total liabilities sets donor restrictions sets nor restrictions Net Assets donor restrictions Without donor restrictions nor restrictions With donor restrictions et assets

et assets

Total net assets

ue, Gains and Other Support mounts raised (including pledges) ue, Gains and Other Revenue, Support Gains and Other Support mounts received as agency endowments mounts raised Total amounts pledges) raised (including pledges) tributions and (including grants mounts received as Less agency amounts endowments received as agency endowments tributions and grants Net contributions and grants estment income d gains on investments estment income Net investment income ealized gain on investments dncome gains on investments Realized gains on investments ealized fee gainincome on investments Net unrealized gain on investments strative ncome income Rental income aneous strative feereturn income Administrative fee income vestment from agency endowments aneous income Miscellaneous income vestment return Lessagency investment return from agency endowments enue, gains and from other supportendowments

2021 $

NET ASSETS

$

65,173,563 69,481,210

$

69,481,210

$

4,627,599 (81,326) 4,627,599 4,546,273 (81,326) 4,546,273 2,925,359 913,857 2,925,359 2,953,577 913,857 32,049 2,953,577 695,613 32,049 30,820 695,613 (403,547) 30,820 (403,547) 11,694,001

$

69,481,210

$

63,310,733 1,862,830

2017 2018 2019 2020 2021 65,173,563 $

69,481,210

$

4,627,599 (81,326) 4,546,273

NET GRANTS & SCHOLARSHIPS AWARDED

2,925,359 913,857 2,953,577 32,049 695,613 30,820 (403,547) 11,694,001

xpenses, net Total expenses, net e in Net Assets before Change in Value of Split-Interest Agreements

4,123,812 7,570,189

invalue Net Assets before ChangeChange in Net Assets in Valuebefore of Split-Interest Change in Agreements Value of Split-Interest Agreements ee in of split-interest agreements

7,570,189 26,519

7,570,189

ee in of split-interest Change agreements in value of split-interest agreements invalue Net Assets

26,519 7,596,708

26,519

e in Net Assets of Change sets - Beginning Year in Net Assets

7,596,708 57,576,855

7,596,708 57,576,855

2,721,173 (114,899) 2,721,173 2,606,274 (114,899) 2,606,274 456,602 1,001,106 456,602 78,060 1,001,106 (18,230) 78,060 (18,230) 4,123,812

57,576,855 65,173,563

sets - End of Year Net Assets - End of Year

$

65,173,563

$48.9

4,307,647

11,694,001

$

$65.1

299,433 3,723,359 280,587 $38.7 4,268$37.1

enue, gains and other Net revenue, support gains and other support ses and scholarships ses ants from agencyExpenses endowments and scholarships Grants and scholarships nts and scholarships expense ants from agencyLess endowments grants from agency endowments nts and scholarships Net grants expense and scholarships expense m ement and general m Program evelopment ement and general Management and general penses from agency endowments evelopment Fund development penses from Lessendowments expenses from agency endowments xpenses, net agency

sets of Net Year Assets - Beginning of Year sets--Beginning End of Year

$ MILLION

$57.5

4,307,647 63,310,733 1,862,830 63,310,733 1,862,830 65,173,563 $

1,802,199 62,958 67,091,536 26,930 152,141 345,446

$ MILLION

$2.61

2,721,173 (114,899) 2,606,274$1.92

$2.21

$2.17

$1.62

456,602 1,001,106 78,060 (18,230) 4,123,812

2017 2018 2019 2020 2021

$

65,173,563

Building A Stronger Wayne County | 13

33 South Seventh Street | Richmond, Indiana 47374 (765) 962-1638 | www.waynecountyfoundation.org Follow us on:   

Photography: Daniel Arthur, Ed DeLaPaz of CityLife.fyi, Holman Photography, and Pyle Photography

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