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2013 Annual Report

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Dear Donors and Friends,

2013 was a year of learning, renewing and setting plans to move forward. It was also one of Heritage Fund’s most successful years ever. Fiscal Stewardship

• Total assets of $61.6M, a 13% growth rate over 2012, and investment returns of 19.9%.

• $2.73M in new gifts, plus an additional $4M in estate or other non-cash gifts.

Positive Change

• Grants of $3M enabling local not-for-profit organizations to be agents of positive change and improve the quality of life in our community and in the future.

• Scholarships of more than $313,000 were awarded to Bartholomew County students.

Community Leadership

• The Outreach Committee continued to provide leadership and kept building the positive momentum around Welcoming Community.

• A grant to Leadership Bartholomew County helped launch a Phase 2 leadership class in partnership with the Institute for Coalition Building, part of the Community Education Coalition.

Promote Philanthropy

• Leverage charitable contributions through collaborations with partners like the City of Columbus on 9th Street Park, in-kind donations from contractors on the Hope Community Center and challenge funding to help Elizabethtown build a new playground.

• Provide leadership to ensure everyone feels welcome and engaged in the community.

We are deeply indebted to our donors for continued confidence and generous support of Heritage Fund. What a wonderful legacy we have inherited and what an awesome responsibility to keep it going strong in the future. Thank you for the opportunity to serve you, Tracy Souza Kevina Schumaker

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Heritage Fund Serving as a Catalyst for Change 2013 presented many opportunities for the Heritage Fund to impact change in our community by distributing $3M in grants, enabling local not-for-profits to positively change and improve the quality of life in our community.

Bridging the Economic Gap

23%

Economic Growth 20%

Welcoming Community 20%

Learning Systems 20%

Capacity Building 17%

2012 Community Fund – Areas of Initiative Grants

Bridging the Economic Gap: Awarded $50,000 for the purchase and demolition of a dilapidated home adjacent to 9th Street Park, improving safety of the area and adding green space for children and families to play.

Economic Growth: Awarded $120,000 for enhancements to Community Center of Hope and Hamilton Center, supporting and preserving architectural gems and important gathering places in our community.

Learning Systems: Awarded $50,000 in scholarships to private preschools to provide the opportunity for 4- year-olds with financial need to prepare for kindergarten and future success.

Capacity Building: Awarded $50,000 through the Not-for-Profit Endowment Challenge which was leveraged to raise more than $80,000 in permanent assets to support local agencies.

Welcoming Community: Awarded $40,000 to support the Welcoming Community Arts, Culture and Design Grant Program to encourage dialogue and understanding as well as celebrate the various cultures and experiences that make up the Columbus community.

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Heritage Fund Improving Quality-of-Life through Community Leadership

In 2013, Welcoming Community remained a focal area for the Outreach Committee and the Heritage Fund. Arts, Culture & Design are critical factors in the perception of a community as a broad-based, diverse, culturally vibrant place to live and work. To increase the welcoming community impact in Bartholomew County, The Outreach Committee issued a request for proposals to non-profit organizations to seek funding for arts, culture and design projects that would enhance the welcoming factor and further community collaboration. Seeking outcomes such as: increased understanding and appreciation of cultural differences, increased art accessibility, and broader and more inclusive participation from diverse groups – the response from the community was overwhelming.

With $40,000 allocated to the program, we received 21 requests totaling close to $150,000, demonstrating the popularity of this very competitive process.

The 2013 Welcoming Community Arts, Culture and Design grant award winners are:

• Developmental Services Inc. (DSI) – Tree of Inclusion, $8,000 • The African American Fund of Bartholomew County & the Granny

Connection– Langston Hughes Project, $8,000 • Foundation for Youth - Welcoming Communities Mural Project & Cultural Arts

Gallery, $7,500 • Bartholomew County School Foundation – Dia de los Muertos Arts & Diversity

Festival, $2,400 • The Arc of Bartholomew County – Sprout Film Festival, $1,400 • Kidscommons & the Arts Council – Atrz Daze – Get Up, Get Out, Get Art on

Washington, $3,800 • Folklorico Productions – Latino/Mexican folkdance classes for students, $3,230 • Columbus Museum of Art & Design – Curation Training & Mentoring Program,

$9,000

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Heritage Fund Promoting Philanthropy in Innovative Ways

Every day, our donors make choices about how to best use their assets, knowledge, and time. Charitable giving can be a meaningful and enjoyable way of making a difference in the community when it is aligned with family values, life experiences, and interests.

The African American Fund of Bartholomew County is designed to help inspire and equip African Americans in Bartholomew County to achieve the AA Fund’s purpose through the following focus areas:

• Education • Leadership Development • Economic/Career Development • Health Awareness • Arts & Cultural Events

The Women’s Giving Circle of Bartholomew County (WGC) seeks to engage women of all generations and means in philanthropy. The circle seeks to empower women givers and make a positive change in the lives of women and families in Bartholomew County. In March, 2013, the group voted to distribute grant funds awarding grants in the focus areas of: Early Childhood Education, Self – Sufficiency for Women, Women in Crisis and Parental Support. Recipients were announced at the Women’s Giving Circle Annual Meeting in April of 2013.

Congratulations to our 2013 WGC grant award winners: • Expanding My World (Children Inc.) - $2,500 • Tutoring Program (Columbus Enrichment Program) - $2,500 • Homework with an Officer (Housing Authority) - $1,000 • SMART Girls (Boys and Girls Club) - $2,500 • Caregiving Support Programs (Just Friends) - $4,000 • "Women to Work" Resource Center (Turning Point) - $2,500

HFBC can accept Gifts of Grain directed to any charitable fund at the foundation or we are happy to talk with donors about starting a fund of their own. The Gifts of Grain program allows Bartholomew County farmers to help their community by contributing commodities such as corn, wheat or soy beans (whether it is a truckload, a percentage of your total grain delivery, or more) to any charitable fund of HFBC. This is a great way to honor your heritage and leave a legacy for future generations.

To learn more about these programs or make a donation visit www.heritagefundbc.org.

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Heritage Fund Changing Lives through Education

Even before returning her paperwork to officially claim her Paul and Prudence Steinbarger Memorial Scholarship, Indiana University student Brennan Jarrard sent the Heritage Fund a handwritten thank you card the color of the sun.

“This award is truly life-changing for myself and my family, as we depend on awards and loans entirely to pay for my education. I will do all that is in my power to return the investment you have so generously bestowed on me by becoming the best teacher I can possibly become. Thank you for changing my life.”

Brenny’s words captured the essence of the Heritage Fund scholarship program, which recognized 90 high school and college students in 2013.

More than $313,000 in awards were distributed from 73 scholarship funds, including the new additions of the Ralph “Brownie” Brown and Phil Jackson Fast-Pitch Softball Memorial Scholarships. While awards ranged in dollar amount from $400 to $20,000 – their immeasurable value of helping students achieve their goal of postsecondary education was felt all the same. More than 113 scholarships were presented to a range of students -- from the broader awards for simply full-time coursework to the more specific ones including varsity athletes or biology majors.

Heritage Fund annually administers the Lilly Endowment Community Scholarship Program, established by Lilly Endowment, Inc. to raise the level of educational attainment in Indiana. Two Bartholomew County students are selected to receive full-tuition, required fees, and a $900 book stipend for eight semesters of study at an Indiana college of their choice. The 2013 Lilly Scholars were North students Erika Espinoza Romera, attending Ball State; and Zachary Ruehman, attending Purdue University.

In addition to the general scholarship program, the Heritage Fund also presented the annual Brown Music Competition where 19 student instrumentalists and vocalists were presented with $18,500 in scholarships for music education, lessons or camps.

Students weren’t the only honorees – educators were recognized in 2013, too. The Hanley Excellence in Teaching Awards, which acknowledge outstanding Bartholomew Consolidated School Corp. elementary teachers, were presented to Jill Glover, second-grade teacher at Columbus Signature Academy -- Lincoln and Kathy Strickland, an educator in the deaf and hard of hearing program at Southside Elementary. The Reams Family Awards for

Excellence in Teaching, which recognize local private school teachers, were presented to Jennifer Bontrager-Hert, a Teacher Team Leader at North Star Montessori; Jeffrey Kyler, sixth-grade teacher at White Creek Lutheran and first-grade teacher Tonnie Lane of ABC-Stewart.

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Heritage Fund Leaving a Legacy

Heritage Fund Memorial Scholarship In 2006 Heritage Fund’s Board of Directors created the Heritage Fund Memorial Scholarship Fund. This fund allows donors the opportunity to memorialize loved ones forever through a gift of $500 or more.

An annual scholarship of $1000 is awarded with recipients being selected from among those who apply for Heritage Fund Scholarships. The scholarships are awarded to Bartholomew County residents based on academic performance, community and school involvement, and financial need.

Those being memorialized are listed below, and in the annual Heritage Fund Scholarship book, with the year they were added to the scholarship. Through remembering and honoring them in this permanent way, we are helping students of Bartholomew County both now and into the future.

Mr. and Mrs. W. Calvert Brand (2006) Mr. and Mrs. Albert Suhre (2006) Richard G. “Rick” Donnelly (2007) Heritage Fund (2007) – Dorel Juvenile Group gift to this fund in honor of Heritage Fund Joyce Tull Hutcheon (2008) Helen and Ernest Stadler (2008) Clif Blake (2009) Abby Brinkman (2009) Kevin Taggart (2010) Catherine Jurgemeyer (2011) Coral Mae Whipker (2012)

The BARTHOLOMEW SOCIETY allows individuals to plan for future gifts to the community through estate plans which build or add to endowed funds at Heritage Fund. Through the Bartholomew Society, Heritage Fund is able to acknowledge these individuals during their lifetime.

For many, a gift from their estate is the most meaningful gift ever. It preserves their family name and creates a charitable legacy that supports the causes that matter to them and their family forever. A charitable gift to the “Bartholomew Society” of the Heritage Fund also allows children to continue family involvement in charitable grant making.

Heritage Fund is grateful for the individuals who, through thoughtful planning, have made provisions for these future gifts. We thank the members of the Bartholomew Society for their foresight and commitment to the Bartholomew County community.

Many individuals have quietly made Heritage Fund a beneficiary in their estate planning but have not informed us. Others have consented to have their names included in the list below with the hope that it will encourage others. As of December 31, 2013, Heritage Fund is honored to recognize 96 Bartholomew Society members.

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Heritage Fund Providing Sound Fiscal Stewardship

The Heritage Fund works hard to maintain strong fiscal stewardship through the leadership and guidance of the Investment and Finance Committees. Total Assets grew to $61.6M, a 13% growth rate over 2012, and reported investment returns of 19.9%.

Year End (as of December 31, 2013)

2013 Heritage Fund Support and Revenues from Operations

Operating Income Contributions to Operating Fund 10,187 Investment Income 6,850 Administrative Fees 640,743 Other 13,776 Total 671,556

Operating Expense Development and Publications 24,794 Professional Fees 23,318 Facilities 31,945 Supplies and Operations 33,913 Administration (Salaries and Benefits) 440,312 Travel, education, dues, conferences 23,290 Total Operating Expenses 577,572

Total Assets $61.6M

Heritage Fund will make available upon request copies of its audits and 990s (and 990-Ts when appropriate); names of its investment managers and those responsible for investment oversight; and information on fees charged (including investment and administrative fees).

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IN MEMORY OF Danny Altmiller Naomi Anderson William Anderson Carl Aud James K. baker John Baute C. Raymond Boll, Jr. Betty Brand Warren Broady Michael Brock Betty & Robert Brown Ralph “Brownie” Brown Frank Burbrink Robert W. & Mary Jane Butler Dr. Glenn Callaway Abigail Carson Harold & Mary Chandler William & Lois Chick Eva Julianna Clark Charles Clouse D. Lee Conalty Karen Ann Coffman Melvin Coleman Toni Costanzi Jolie Crider Sally Crippen Andy Critzer Pauline Crump Helen Dailey Sue Ann Daum Phyllis DeLap Roberta “Bobby” Dewar Don Dillman Walt Divan Jerome Falk Mary M. Finke Vonda Fivecoat Dr. Cleve J. Francoeur, Jr. Chase Lee Galbraith David M. Galle Techie Garton Kerry Glick Ruthie Gray Susan Greathouse Kathleen Green Robert Scott Nancy Hamilton Blake Hanger George Hart Mary Ann Hesie Robert F. “Shorty”Herron C. Evans Hoeltke Tim Hyten Phil Jackson Scott Alan Johnson Martha Kalb Jane Kinney Bernice L. Wehmeier Krieg Sharon Leavitt Peggy Lego Dr. Peter Leonard

Harry Leudeman Howard Lickerman Julie McKinney Wayne Merkel Lowell Miller Philip Miller Merrill Moore William R. Muirhead Irene K. Nading Cordia & Horace Nehrt Richard Lee Newman John Norman Pattie Owens Sigurd Ozols Catherine Paris Andrew Parker Byron Pearson Betty Louise Pence Shirley J. Perry John A. Pushor Joe Redmon Eloise Renner Caroline Risk Bryan Ritz Sandra K. Scott Paul Shoaf Ethel Sigman Robert Sonntag Duane Sword Judy Teague William Claude Thompson, Jr. Mary “Penny” Tiede Patricia Welker Paul Whipker Jim Winninger Betty Lou Yeley Dr. Ted Zaharako

2013 IN-KIND GIFTS SimonSkodjt Jim Gordon Inc. Matt Campbell – Fresh Coat Painting Gregg Summerville – Tecumseh Timberline – Dave Gross Engeldow Group SIHO Taylor Bros. Speedy Shred – Deryk Baurle

IN HONOR OF Randy Allman Timothy Andrews Noah Battin & Sierra Battin Merrill & Norma Clouse Coca Andrea Davis Mary Ferdon Amber Fischvogt Cindy Frey Mark Gerstle Mike Hackman John D. Harker, D.D.S. Hauser Lady Jets Basketball Claudette Hayward Martha Heminger Jamie Hodges Kelley Hodges John Holdred, D.D.S. Laura Hurt Jim & Pam Lienhoop Mark Lindenlaub Jo & Jim Lucas Max & Judy Lutes Harry McCawley Ben Miller Lynn Morgan Izzy Munn & Charlie Munn Robert Orben Hutch Schumaker Lisa Shafran John Perry & Gladys Simmons Sherry Stark Sherry Stark & David Tiede Chuck & Geri Wilt Ted Zaharako, D.D.S.

2013 IN-KIND GIFTS – WOMEN’S GIVING CIRCLE Brown Hill Nursery Coca-Cola Bottling Co. Columbus Area Chamber of Commerce Exhale by Hope Flowers by Becky Foundation for Youth Ginger Malcomb Hotel Indigo Terie McDonald One Body One Soul Party Mart Savory Swine Sweet Rose Bakehouse YES Cinema Yo Mama Frozen Yogurt

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2013 DONORS Mr. & Mrs. Stephen Abedian AbiBow Recycling LLC, Recycling Division Joan Able Dede Abts Agresta, Storms, & O’Leary, PC Asmaa Ahmad Mr. & Mrs. Richard G. Allen, Jr. Mary K. Alter Bill & Jeanne Altmiller, American Junior Golf Foundation Lowell & Dortha Anderson Mr. & Mrs. James E. Anderson Howard Andrews Timothy M. Andrews The Kathryn Anthony Family Revocable Trust Claudia Patricia Arenas Guerrero Harriet Armstrong Marty Arnett Arnholt Bros. Farms Susan & Dan Arnholt Arvin Sango, Inc. Al & Ingrid Askerberg, Jr. Julie A. Aton Mr. & Mrs. Thomas G. Aton Mr. & Mrs. Martin Atwell Auto Mobile Diagnostics, Inc. Laura Baker Meg Baker Mr. & Mrs. James S. Ball Bar-Cons Federal Credit Union David Barker David & Susan Barker Susan Barker Chris Barnes Fred & Rebecca Barnett Bartholomew County 4-H Jr. Leaders Bartholomew County Farm Bureau, Inc. Bartholomew County Pork Producers Bartholomew County REMC Bruce & Debra Batts Katherine W. Baxter Bcalm & Fit LLC Chris Beach Sharon Beach Mr. & Mrs. Morris Beck Linda Behrman Brian & Kimberly Bennett Best Friends Animal Care Inc. Julie Beubien Jim & Joan Bickel Joan Bickel Bicycle Station, Inc. Randal D. Biederstedt BKD Mr. & Mrs. Chap Blackwell, II Vera Bloom

Blue & Co., LLC Blue Bell Group, LLC Tara Board Bonnie Boatwright Bonnie & David Boatwright Lora Bodi Deryl D. Bolander Cynthia A. Boll Lyman H. Bond, III Ed & Jan Booth David & Margaret Bottorff Mr. & Mrs. Robert D. Boyer Mr. & Mrs. Richard Bozell Gretchen Bracey Jesse R. Brand Sue Brands Donna Brauning Lucinda Bray Rex & Kathy Breeden Mr. & Mrs. Steve Bricker Mr. Scott & Dr. Maryann Bridge Roger & Jan Brinkman Patty Brock Sonnie Brock Bob & Priscilla Brown Jacob Andrew Brown Kristen Brown Mr. & Mrs. Jeffrey N. Brown Mr. & Mrs. Thomas J. Brown Nancy Ann Brown Walter & Nancy Ann Brown Lisa Brueggemann Dr. & Mrs. Stephen G. Brueggemann Marcia Brunner Bryce Mitchell Memorial Golf Tournament Melvin Buchanan Darren & Cheryl Buffo Mr. & Mrs. John Burnett Mr. & Mrs. R. Benjamin Bush Katherine Bush Mr. & Mrs. Roger Cagwin Mr. & Mrs. Rex A. Call, Jr. Mr. & Mrs. William A. Calvert Sandra Kirts Cantrell Mark Carlson/State Farm Insurance Mr. & Mrs. Matt R. Carothers Mr. & Mrs. Larry Carter Centra Credit Union Centra Foundation Inc. Central Indiana Community Foundation & The Indianapolis Foundation Ken & Nancy Chandler Brian & Allayne Chappelle Chapter DN P.E.O. Sisterhood Dr. William L. Chastian, DVM Xu Chen

Marlene Chestnut Billie Chisman Sanjay Chowbey Christopher B. Burke Engineering, LTD. Becky Church The City of Columbus Allison Clark Mr. & Mrs. Brian A. Clark Carolyn Clark Mr. & Mrs. Dave L. Clark Roger L. Clark Marilyn Clerc Kathleen Clouse Marie Clouse Merrill & Norma Clouse Lori P Cobb Coca-Cola Bottling Company, Inc. Mr. & Mrs. Raymond E. Coffey Christine E. Coffin James Coffman Columbus Area Arts Council Columbus Area Chamber of Commerce Columbus Area Visitors Center Columbus Chinese Association Columbus Cycling & Fitness Columbus High School Class of 1960 Columbus High Twelve Club Columbus Learning Ctr. Mgmt. Corp. Columbus Regional Health Columbus Regional Hospital Foundation Columbus Silgas, Inc. Columbus Youth Hockey Steve Combs Community Center of Hope Mr. & Mrs. Michael P. Connor John S. Cook Stephen A. Coons June & Chuck Corbin Coriden Coriden Andrews & Glover LLC Cornerstone Development Company Mr. & Mrs. S. Page Cotton, Jr. Chris Couch Carolina S. Cox Kathleen Ryan Cox Jeffrey K. Craig Elizabeth Crider Elizabeth & Robert Crider Mary Jane Crippen Miranda Cross Cummins Foundation

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2013 DONORS (continued) Cummins Inc. Sunny Currier Mr. & Mrs. David E. Curtis Mary-Jo A. Cusano The Clarence & Inez Custer Foundation Dan Daniel Devon Daniel Michael Daniel & Angela Marshall Mr. & Mrs. William K. Daniel S. Paul Dasovich Dr. & Mrs. Forest Daugherty Ruth Davee David C. Dailey Ins. Agency Day One Team Camps Mr. & Mrs. Charles P. Day Tracey Day Dean Wagner LLC. Realtor Linda J. DeClue Laura DeDomenic Scott DeDomenic Alan & Renee Degner The Del Genio Family Kenneth L. DeLap Deppe Fredbeck & Boll Mr. & Mrs. David T. Derrickson Katherine Dickey Surekha DiOrio Mr. & Mrs. Lyn Dishinger Deborah Divan Mr. & Mrs. Dan L. Doan Dorel Juvenile Group Mr. & Mrs. John F. Dorenbusch Jacquelyn E. Douglas David & Wilma Doup Dawn Doup Diane Doup Wilma Douop Mary Drystad Kenneth O. Dunn Randy Durham Karen Dutro E.R. Gray & Associates, PC Elizabeth Eaken Mr. & Mrs. Douglas Eckart Economic Development Board Edward Jones Brent M. Ehrman Mr. & Mrs. Brent M. Ehrman Mr. & Mrs. William Eich Arnold & Beth Ellison Ronald Ellsbury & Cheryl Zuckschwerdt-Ellsbury Laurie R. Elmes Elwood Basketball Team Elwood Staffing Tracy Embree Jodi Engelstad Mr. & Mrs. John R. Enneking Erma A. Wickstrom Real Estate Leah Dawn Essex

Mr. & Mrs. Lewis W. Essex Estep & Co., Inc. Carol Ann Evans L.K. Evans Roberta K. Evans Adam Evearitt Jayne Farber Farm Credit Services of Mid-America Mr. & Mrs. James Farrar C.J. Ferguson Mr. & Mrs. Mike Ferree Mr. & Mrs. Dwain Fields FinishLine Technologies Inc. Paul & Karen Finke Tom R. & Cheryl Finke First Baptist Church First Financial Bank Amber Fischvogt Sue & Bob Fisco Brenda Flanagan Albert & Jeanne Ford Wayne C. Forrester & Claire E. Walczak Dr. Robert L. Forste Wilma Foster Four Seasons Retirement Center, Residents & Staff Josie Fox Kevin Frailey & Family Byron P. Francoeur Mr. & Mrs. Cleve Francoeur Bob & Noel Franke S. Casey Fredericks Elizabeth K. Free Mr. & Mrs. Kenneth J. Free Mr. & Mrs. Richard Freeland Tammy Freeland Les Freeman Cindy Frey Xiang Fu Al Furlani Susan Fye Dr. David Gallagher John Galle Mike Galle Ronald L. Galle Steven J. Galle The Gambaiani Family Diana Gambaiani Tony & Diana Gambaiani Mr. & Mrs. Cesar Gamez Dr. & Mrs. Noel G. Garcia, D.D.S. Laura & Clint Garrett Mr. & Mrs. Robert D. Garton Kelly Geckler Jon & Camilla Gehring Sarah Gehring Mr. & Mrs. Patrick Galligar Gelfius Farms Inc.

Mr. & Mrs. Bill Gelfius Benita Genth Mr. & Mrs. Christopher George Debra George Mr. & Mrs. Amarjit S. Ghuman Mr. & Mrs. Jack D. Giles Mr. & Mrs. Stephen R. Gilley Dr. John & Mrs. Nancy Gilliland Diane, David, Susan & Ashley Ginn April Ginnings Mr. & Mrs. Mark Glesting Trevor Glick & Brett Glick John & Jean Glick Mr. & Mrs. Lynn H. Glick Victoria Glick Global Builders LLC Brad & Jeannine Gonsalves Good Oil Company Dixie L. Good Mr. & Mrs. Keith A. Gossard John M. Graham The Estate of Aileen Marshall Graham Howard Graininger David Green Sonja Greiwe Victoria Craig Griffin Jia Guo Willis & June Hagan Pamela K. Hagedorn Jalene Hahn Pete Halstead Mr. & Mrs. James R. Hanahan Geri Handley Brian & Patty Hannasch Patty Hannasch Ana Hantke Susan M. Harber Mr. & Mrs. Wm. Gale Hardwick Mr. & Mrs. Thomas Harmon Becky Harper Joseph H. Harpring The Hashman Family Trust Haskris Connie J. Hatcher Glenna F. Hatcher David S. Hathaway Hawcreek-Flat Rock Area Endowment Board Edwin P. Hawes Steve Hays Claudette Hayward Mr. & Mrs. David Hayward

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2013 DONORS (continued) Mr. & Mrs. Keith W. Hazelwood Andrew & Kerrie Hecker Marvin & Ann Hedrick Scott F. Heise The Henderson Family Foundation Mr. & Mrs. James A. Henderson Mr. & Mrs. Richard W. Hendrickson Louis Hensley, III Paula Herlitz Colleen & Brett Herrick Bud & Ann Herron Tobi Herron Sarah Hess Mr. & Mrs. C. Jordan Hilber Robin Hilber Bill & Marie Hill Mr. & Mrs. J. Kelly Hindman George Hoffman, III Mr. & Mrs. Richard W. Holdeman Dr. & Mrs. Steven C. Hollar, D.D.S. Home Care Assistance Home News Enterprises Hoosier Air Transport Inc. Hope Inc. Ryan Hou Ryan Hou & David Glass- LHP Software, LLC Rochelle House Housing Partnerships Inc. Phil & Joan Houston Eric & Abby Howe Mrs. Richard M. Huffman Wanda Huffman Penny & Scott Hundley Mr. Andrew & Dr. Melissa Hunnicutt Mr. & Mrs. V. William Hunt Jim & Susie Huntington Lisa Hurley Laura M. Hurt IACED Impact Forge Group Inc. Indiana Artists Club Inc. Indiana Credit Establishment Foundation Indiana Region 9 Workforce Board Innovative Casting Technologies, Inc. Intersights Drs. Christopher & Tamara Iorio Tamara Iorio IPG Photonics Corporation Jane & Michael Irwin Ivy Tech Foundation Inc. Mr. & Mrs. Don Jackson Mr. & Mrs. Chris Jacobi Sally Jamerson

Laura James-Reim Mr. & Mrs. Stephen F. Jent Jim Gordon, Inc. Alice Johnson Annie Johnson Edward W. Johnson Mr. & Mrs. Richard Johnson, Jr. Mr. & Mrs. Stephen D. Johnson Johnson-Witkemper, Inc. Ann Jones Karen Jones Martin J. Jones Amy Kaiser Mr. & Mrs. Ken Kaiser Marianne Kaminski John & Meg Keach Mr. & Mrs. John R. Keele Mr. & Mrs. Seth Keele Jill Kelley Thomas Kendrick & Mary Hughes Donna Keogh Donna & Mike Keogh Mr. & Mrs. Mark B. Kevitt The Kim Family Mr. & Mrs. Mickey Kim Mickey Kim Kitty King Pete & Catherine King Dot & Dan Kirkling Kirr Marbach & Company David M. & Barbara A. Kirr Kiwanis Club – Golden K Kiwanis Club of Columbus Meridian Kiwanis Club of Columbus, Inc. Amy Kleinart & Chris Schurtz Mr. & Mrs. David H. Kleinschmidt Kohls Harry F. Kotecki Arnold & & Marcia Krause Mr. & Mrs. William D. Krauss Edward & Mary D. Krome Jessica Kuehner Amy Laker Becca Lamarre Sue Lamborn Land O’Lakes, Inc. Foundation Janet & Roger Lang Mr. & Mrs. Richard F. Langdok Christy & Ken Langston James & Carol Lankton Thomas Lantz Larry E. Nunn & Associates David Laudick Larry M. Laughlin Michael L. Leavitt Thomas Lego & Pamela Wells-Lego The Lehman Family Lyle & Kathy Leitholt Kevin T. Lenz

Peter & Alice Leonard Mark & Marabeth Levett Mr. & Mrs. Carl Lienhoop Mr. & Mrs. Mark Lindenlaub Dorothy Linke Marilyn Lodge Virginia S. Lodge Dr. Rolf Loescher & Dr. Donnamarie Darcy-Loescher Joe Loughrey Joe & Deborah Loughrey Lorraine Low Gina Lucas-Wetherald Larry & Lynn Lucas Lori & John Lucas Beth Maas Mr. & Mrs. Mike A. Maguire Steven M. Mahoney David Main MainSource Financial Group Mr. & Mrs. Richard A. Mann, III Andy Mann Mr. & Mrs. Pete Manuel Mr. & Mrs. Greg Marshall Mr. & Mrs. Clay W. Marthin Bill & Marilyn Martin Marvin Johnson & Associates Mary Mathew Donna Maxie Angie May – Analytical Engineering, Inc. Pamela D. May Patricia D. May Robert A. May Julie & Harry McCawley Susan McCormick Mary Ann McCray Mr. & Mrs. Frank J. McDonald Terie McDonald Mr. & Mrs. Dan McElroy Connie McGinty Mr. & Mrs. John McGovern Michael P. McIver Darla K. McKeeman Dave & Jo McKinney Alan & Janet McMillan, Chip & Julie Orben, Gerry & Virginia Stocker, William & Andi Orben The Meadows Neighbors Joyce & Charles Meier Mr. & Mrs. Daniel S. Meister Jennifer A. Merkel Mr. & Mrs. Brett M. Merritt Lorrie & Kevin Meyer Steve & Cindy Meyer Mike Steele Insurance, LLC Milestone Contractors, L.P. Alec Miller

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2013 DONORS (continued) David M. Miller Msgt. Earl Miller, Jr. Susan R. Miller William I. Miller & Lynne Maguire Adrian Minnick Howard & Clora Mize Monday Literary Club Craig & Becky Monroe The Honorable Chris Monroe Janice Montgomery Mr. & Mrs. Lynn A. Montgomery Clare Moore Patricia S. Moore Mr. & Mrs. Gary A. Moorman Anthony J. Moravec Lyn Morgan Mr. & Mrs. Patrick J. Moriarty Beth Morris Norman Morris Raymond & Elizabeth Morris Mick Mourouzis Mr. & Mrs. Edward J. Mrizek Bryce Mueller Mr. & Mrs. Randall W. Mullins Mr. & Mrs. Terry Mullins Donald Munger Nobu Nakajima – Kamic Corp. Mr. & Mrs. John A. Nash Sandy Neidigh Jennifer Nelson LeRoy & Sharon Nelson John M. Newcomer Mr. & Mrs. Del Newkirk Chris Newlund Mr. & Mrs. Hugh Newsom Don Niemoeller Nicole Niewedde Noblitt Fabricating Steven T. Norman & Jane E. Franke-Norman Gregg Notestine The Nugent Company Elizabeth R. Nugent Foundation Pia O’Connor The Ogle Corporation Anne Ogle Mr. & Mrs. E. Neal Ogle Old National Bank Sandra Oliverio Julie Orben Mary & Bob Orben Mr. & Mrs. Christopher Orben Robert Orben Grace A. Orr Mr. & Mrs. David M. Osbourne Mr. & Mrs. Robert Oswald Mr. & Mrs. Alan A. Oyler John M. Palios Anita Palmer Gil & Dawn Palmer John & Peg Parke

Bob Parker Mr. & Mrs. Robert C. Parker Mr. & Mrs. Bruce Parkinson Diane Parson Paul Ehrman State Farm Insurance Kathleen M. Paul Mr. & Mrs. Edward P. Pence Jim & Bev Pence & Family Kim Pence John & Carol Pennington Grace Pentzer Mr. & Mrs. Jason W. Perry John W. Perry, Ph.D. Petersville United Methodist Church Jean B. Pfaff Marissa M. Pherson Michael & Linda Phillips Mr. & Mrs. Mark A. Pierro Mark Pillar Ilya L. Piraner Brenda Pitts Diane Plotts Elizabeth Booth Poor Julie & Mark Pope Elizabeth Porter Kendra Powell Kim Powers Margaret Powers Dr. & Mrs. Edward Probst Mr. & Mrs. Timothy Proctor Pro-Tek Photography, Inc. Purdue Research Foundation Inc. Judith Pushor Qdoba Andrea Quick Chris Raskob Mr. & Mrs. Joe A. Raver Mr. & Mrs. Ronald G. Raver Mr. & Mrs. David B. Raynor The Reams Foundation Inc. Matt Reams Helen Redmon Amanda I. Reed Mr. & Mrs. Paul T. Reese Reising Radio Partners, Inc. – QMIX Repp Associates Foundation Dorothy L. Rice Richard E. Hawes Insurance, Inc. Mr. & Mrs. Steven J. Richard James I. & Shirley E. Richards Laura Richards, Scott Seavers & Brian Campbell Marilyn Richardson Mr. & Mrs. Gerald J. Rife Riley Children’s Foundation Mr. & Mrs. Jeffery S. Riley Wayne & Karen Ripberger James K. Risk III, Kirby Risk Corp.

Mr. & Mrs. Forrest Ritz, II River Rats Julie Robbins Mike & Diane Robbins Mr. & Mrs. Dennis D. Roberts Paulette Roberts Mr. & Mrs. John K. Robertson Pam Robertson Rotary Club of Columbus Lori Rowan Carol Rumple Dr. & Mrs. Dennis J. Rupp Mr. & Mrs. Brian P. Russell Mr. & Mrs. William P. Russell Marguerite Rust Ted W. Rutan Rich & Roe Rybicki Sacoma International, LLC The Saddler Family Mr. & Mrs. Chuck Sage Mr. & Mrs. James A. Sandgren Dr. & Mrs. John W. Sawin Christine A. Schaefer Mr. & Mrs. Colin C. Schedit Jack Scherer Jack & Lana Scherer Greg Scherschel Greg & Peggy Scherschel Mr. & Mrs. W. Jack Schmeckebier Mr. & Mrs. H. Kenneth Schmidt The Hutch Schumaker Family Foundation Hutch & Kevina Schumaker Kevina Schumaker Gerald & Jane Schwan Carol & David Schwanholt The Reverend Arthur Schwenk, Jr. Screen Tech Designs Mr. & Mrs. Christopher H. Scruton Joshua Sefchek Joshua & Elaine Sefchek Tiarra Selmeyer Carolyn Seltzer John & Carolyn Seltzer Joe & Lisa Shafran Lisa Shafran Kay Shanks Mr. & Mrs. Jeffrey H. Sharp Tamela R. Shatto Judy A. Shaw Sharon Shawver Dr. & Mrs. Joseph Sheehy Mary Lou Shelly Shepherd Insurance, LLC

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2013 DONORS (continued) Barbara Shofner Louise Hamilton Short SIHO Insurance Services Catherine Simmons Mr. & Mrs. Donald E. Simmons Mr. & Mrs. John Perry Simmons Andrea Simpson Larry Simpson Suzie & Brian Singer Michael P. Skehan Mr. & Mrs. Michael P. Skehan Mr. & Mrs. Kevin Slupski Smith & Syberg Blayne R. Smith Lorraine & Charles Smith Mr. & Mrs. Rick L. Smith Mr. & Mrs. Robert B. Smith Sharon A. Smith William J. Smith & Kathryn E. Christiansen Andrew & Judy Smithson Carroll Snider Sons of the American Legion, 11th District Sons of the American Legion, Post 399 Southside Elementary Staff & Office Staff Tracy Souza Tracy & Matt Souza Lynn Sparks John & Barbara Stang Eric Stark & Jon Smith Sherry Stark Sherry Stark & David Tiede David M. Stehouwer Jill Tasker Stender Rebecca Stenner Richard & Rebecca Stenner Mr. & Mrs. Robert Stevens Dale G. Stevenson John G. Stevenson & Dale G. Stevenson The Tony Stewart Foundation Anthony W. Stewart Mark & Amy Stewart Strand Associates, Inc. John W. Strange Mr. & Mrs. Jim Streitelmeier Beth & John Stroh Mr. & Mrs. Stephen E. Strup Jennifer Sturges Sudan Farms Mr. & Mrs. Mike Sullivan Mr. & Mrs. Gregg Summerville Jeff Sweet Mr. & Mrs. Aaron J. Swinford Joe & Roxanne Swope Dennis & Lorna Sylvester Mr. & Mrs. Mark Tabler Steve Tam

Feng Tao Taylor Bros. Construction Co., Inc. The Teague Family Karen Teague Hazel Teegarden Foundation Inc. Texas Roadhouse Holdings, LLC Lynn Thayer Lori Thompson Lori Thompson & Ben Downing Mr. & Mrs. Wayne C. Thompson David Tiede Mr. & Mrs. Jonathan R. Titus Anibal Torres & Isabel Wilczewski Candance Towsley Shirley & Donald Trapp Kathy Trotta Ron & Rosie Trotter Randall Tucker Dr. & Mrs. Arthur H. Turner Turning Point Domestic Violence Services Barbara Tuttle Lacretia Ulrey Wiley E. Umphress United Way of Bartholomew County Shannon Unsworth Carol Valentine Timothy Van Horn Diehn Katie Vandergriff Mr. & Mrs. Steve Vawter Daniel & Melissa Vermillion Mr. & Mrs. Mark A. Verplank Steve & Sharon Vice Timothy J. Vieke Ken & Cheryl Vieth Loretta K. Vinson Voelz Body Shop Voelz Law Office, LLC Mr. & Mrs. James Voelz Todd & Pam Voelz Brenda Vogel Voris Von Boll Christine Vujovich Christine & Tom Vujovich Cindy Waddle Mr. & Mrs. William R. Wade Waffle House Elaine & Christian Wagner Judy Wagner Mr. & Mrs. Rich Wagner Shirley Wagner Trista Wagner William E. Wainwright Mr. & Mrs. Steven J. Walters Peggy Wampler Kai Wang Bill & Cindy Wanstrath Diane Ward

Lezlie Ward Mr. & Mrs. Patrick J. Ward Mr. & Mrs. Charles H. Watson Weaver Fine Furniture & Cabinets, Inc. David & Lisa Webster Haley Webster Thomas S. Webster Wehmeier Farms, Inc. Rita J. Wehmeier John W. Wehrenberg Tiffany Weinzapfel Mr. & Mrs. Kurtis J. Weisner Mr. & Mrs. James Welch Jessica Weldishofer Lori Wells Vickie L. Welsh-Huston Laura C. Wenzler Mary Beth Wert Tom Wetherald & Gina Lucas-Wetherald Nita Whaley Barbara Whipker Ken & Susan Whipker Bill White Dick White Mr. & Mrs. Charles Whittington John Whittington Kristin A. Whittington Ro Whittington Mr. & Mrs. Paul D. Wiczynski Dr. Steven T. Wiles Mr. & Mrs. Chris Wilkins April Williams Rose M. Williams Mr. & Mrs. Mark R. Wilson Steve & Dawn Wilson Mr. & Mrs. Chuck Wilt Daniel Wolf Stan Woszczynski Mr. & Mrs. Mark Yeaton Celeste Yonushonis Celeste & Tom Yonushonis Zeller Insurance Agency, Inc. Vicki Zeller Joyce Zimmerman Sandra A. Zimmerman Sydney L. Zink

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Community Fund Mrs. David L. Adler Fund Eugene and Rosemary Anderson Fund Anonymous (3) Anonymous, in Honor of J. Irwin Miller Fund Kathryn Anthony Fund Arvin Fund Mr. and Mrs. James K. Baker Fund Jim & Joan Bickel Fund Thomas C. and Carol Lynn Bigley Fund Mr. and Mrs. William C. Bobbs Fund Mr. and Mrs. C. Raymond Boll Fund Brands, Inc. Fund Betty L. Brand Fund Mr. and Mrs. W. Calvert Brand Fund Breeden Inc. Fund Mr. and Mrs. Rex E. Breeden Fund Jeff and Lynn Brown Family Fund Mr. and Mrs. Robert N. Brown Fund Robert N. Brown Fund Dr. and Mrs. W. George Brueggemann Fund William and Loretta Burd Fund Mr. and Mrs. R. Benjamin Bush Fund William N. Carter Memorial Fund Columbus Bank and Trust Company Fund Ross G. and Pauline D. Crump Fund Custer Foundation Fund Dan and Robin Daniel Family Fund Mr. and Mrs. William K. Daniel Fund Elizabeth K. Deer and Randolph H. Deer Fund Randolph H. Deer Fund Ken and Phyllis DeLap Fund Mr. and Mrs. Marion C. Dietrich Fund William H. Donner Memorial Fund Mr. and Mrs. John F. Dorenbusch Fund David and Wilma Doup Family Endowment Fund Mr. and Mrs. George Doup Fund Mr. and Mrs. Perry Doup Fund Mr. and Mrs. Jerald B. Dunlap Fund Mr. Kenneth O. Dunn Fund Dr. and Mrs. Herman Echsner Fund Mr. and Mrs. Norman R. Edwards, in Memory of Leonard O. Edwards Fund John P. and Ann S. Ellis Fund* Enkei America Inc. Fund Lewis N. and Lorene G. Essex Fund Mr. and Mrs. Phillip R. Essex Fund L. K. and Margaret A. Evans Fund* First Financial Bank Fund First National Bank of Columbus Fund David L. and Janice J. Fisher Fund Donald V. Force Memorial Fund Dr. and Mrs. R. E. Fortner Fund Aileen Marshall Graham Fund Mr. and Mrs. Robert A. Grant, in Memory of Mabel P. Grant Fund A. W. and Lucile Habermeyer Fund Mr. and Mrs. John T. Hackett Fund Mr. and Mrs. Robert W. Haddad Fund

Mr. Clarence O. Hamilton Fund Lee and Nancy Hamilton Fund Mr. and Mrs. William S. Hamilton Fund Mr. and Mrs. Waldo M. Harrison Fund Don and Dody Harvey Fund Thomas W. and Judith M. Head Fund Mr. and Mrs. James A. Henderson Fund Barbara and Thomas Hennig Fund Dr. Alvin and Lucy Henry Fund Mr. and Mrs. Thomas J. Hinshaw Fund Mr. and Mrs. Robert E. Hoffmeister Fund Robert E. Hoffmeister Memorial Fund Barbara and Herbert Hoover Fund Bill and Nancy Hunt Fund Irwin Union Bank and Trust Company Fund Joseph C. and Marilyn M. Jerman Fund Johnson Family Fund Mr. and Mrs. Richard L. Johnson Fund Mr. and Mrs. David Jones Fund Mr. and Mrs. Harold V. Jones, Jr. Fund Mr. and Mrs. D. W. Jurgemeyer Fund John and Nan Keach Fund Mrs. Lucille L. Keller Fund Carl H. and Charlotte L. Kiel Fund Mr. and Mrs. Arthur D. King Fund Harry and Jane Kinney Fund David M. and Barbara A. Kirr Fund Kroot Corporation Fund Dr. and Mrs. Peter H. Leonard Fund John and Mindy Lewis Family Fund Howard W. and Carolyn A. Lickerman Fund Jim & Pam Lienhoop Fund Lilly Endowment Fund Joe and Deborah Loughrey Fund Mr. and Mrs. Robert W. Mahan Fund Terry B. and Constance L. Marbach Fund Estate of John C. Marshall Fund John C. and Aileen N. Marshall Fund Aileen Marshall Graham Fund Elaine and Ted Marston Fund Dick and Donnette McGee Fund Meshberger Family Memorial Fund Kevin & Lorrie Meyer Fund Martha L. Middelton Fund Will Miller and Lynne Maguire Fund Dr. and Mrs. Donald C. Moore Fund Anthony Moravec Family Fund Julia Morris Memorial Fund The Namaste Foundation, Inc. Mr. and Mrs. John A. Nash Fund Ralph and Anne E. Newman Fund Marjorie W. Newton Philanthropic Fund F. M. Overstreet Memorial Fund Virgil and Vangie Parker Fund Pawny Foundation Fund Fred and Karen Reams Fund Dr. and Mrs. Robert G. Reed Fund Mrs. Mildred A. Reeves Fund Reliance Electric Company Fund Mr. and Mrs. Willis A. Repp Fund The Republic Fund John and Lois Revell Fund Mr. and Mrs. William P. Russell Fund

Adrienne E. Savage Fund* Mr. and Mrs. Henry B. Schacht Fund Randy and Jill Scheidt Fund Albert H. Schumaker Fund Hutch Schumaker Family Fund Mr. and Mrs. William D. Schwab Fund Mr. and Mrs. James E. Shipp Fund SIHO Fund Albert D. Silva Memorial Fund Smith and Syberg, Inc. Fund Mr. and Mrs. Richard L. Snider Fund Mr. and Mrs. W. Patrick Snyder Fund Solso Family Fund Mr. and Mrs. John S. Spangler Fund Mr. and Mrs. Norbert L. Sprouse Fund Sharon Risk Stark Fund Margaret J. Stevenson Fund* Meriam P. Stonecipher Fund Mr. and Mrs. Richard B. Stoner Fund Gregg and Judy Summerville Fund Mr. and Mrs. Frank E. Suverkrup Fund In Honor of Ella and Franklin Swain Fund Mr. and Mrs. Franklin Swain Fund E. Don and Joyce Tull Fund Larry I. and Nancy E. Van Epps Fund* Dr. and Mrs. Daly Walker Fund Mr. and Mrs. Michael H. Walsh Fund Charles H. and Rosanne N. Watson Fund John and Geneva Wickens Fund * Denotes deferred gift that will benefit grant recipients at a future date. Denotes New Named Fund in 2013 George W. and Glowdine E. Budd Memorial A fund established by generous donors which designates fund distributions to support the Heritage Fund Community Fund.

Community Foundation Funds Unrestricted funds provide flexibility to respond to the broad and changing needs in the community, now and in the future. Income from these commingled funds is granted to not-for-profit organizations to address quality of life issues in Bartholomew County. Gifts of any size are welcome; gifts of $5,000 or more create a named Community Fund.

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Heritage Fund Administrative Endowment Fund An administrative endowment fund was established in 2006 by Heritage Fund’s Board of Directors. Gifts to this fund ensure that the foundation will continue to provide service to the community forever. Gifts of any size are welcome; gifts of $5,000 or more create a named fund. We thank these generous donors who understood the power of endowment, ensuring long-term sustainability for the administration of Heritage Fund. Visionaries Daniel Family in memory of Ann Daniel* Aileen Marshall Graham Mr. and Mrs. David Kirr* Lynne Maguire and Will Miller* Estate of Frances C. Olinger Helen Rowell Trust Mr. and Mrs. Michael Ryan* Leaders Nobuo Satoh* Matt and Tracy Souza* Stewards Dr. and Mrs. R. Todd Bergman* John and Louise Dorenbusch* Kirby Risk Corporation* Randy and Jill Scheidt* Sharon Risk Stark* Suzanne Tannenbaum* Friends Jim and Linda Behrman* William and Loretta Burd* Ruth Davee* Richard E. Harris, Sr.* Laura Hurt* Swadesh and Sarla Kalsi* Mickey and Jenny Kim* Doug and Candy Leonard* Doug and Carolyn Otto* Suzanne Tannenbaum * Denotes gifts made during the inaugural period, January 1 – December 31, 2007

Capital Fund Grants are made from this fund for major capital projects in Bartholomew County. A Cause in Common Building Our Community Fund Contributors to Capital Funds for Major Capital Grants: The Cummins Foundation Mr. and Mrs. Peter B. Hamilton Mr. and Mrs. James A. Henderson Mr. and Mrs. J. Irwin Miller Tim and Denny Solso Mrs. Clementine M. Tangeman

Community Foundation Funds (continued) Unrestricted funds provide flexibility to respond to the broad and changing needs in the community, now and in the future. Income from these commingled funds is granted to not-for-profit organizations to address quality of life issues in Bartholomew County. Gifts of any size are welcome; gifts of $5,000 or more create a named Community Fund.

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Agency Designated Funds A fund established by an organization or by a generous donor or family, to help grow a specific not-for-profit organization and create sustainability for their good work; $15,000 creates a fund.

211/First Call for Help Endowment Fund AgrIInstitute Endowment Fund Atterbury-Bakalar Air Museum Endowment Fund Bartholomew Consolidated School Foundation Fund Bartholomew County Genealogical Society Endowment Fund Bartholomew County Historical Society Endowment Funds Bartholomew County Humane Society Endowment Fund Bartholomew County Public Library Fund Big Brothers Big Sisters Endowment Fund Calvary Pentecostal Church Endowment Fund Centerstone Mental Health Fund Route 21 Endowment Fund Columbus Adult Day Care Center/Just Friends Fund Columbus Area Arts Council Endowment Fund Columbus Area Arts Council – Robert and Barbara Stewart Arts Education Fund Columbus Indiana Philharmonic Fund Columbus Museum of Art and Design Fund Columbus Park Foundation Fund Columbus Regional Hospital/Cancer Center Fund Columbus Regional Hospital Foundation Fund Columbus Symphony Orchestra Fund Developmental Services, Inc. Endowment Fund Eastside Community Center Endowment Fund Ecumenical Assembly of Bartholomew County Churches – Love Chapel Fund Family Self-Sufficiency Endowment Fund Family Service Endowment Fund Foundation for Youth Fund Foundation for Youth/Youth Camp Fund Hope Area Food Bank Fund Indiana Artists Club, Inc. Endowment Fund Housing Partnerships, Inc. Community Development Endowment Fund kidscommons Children’s Museum Fund Kiwanis Scholarship Fund Ladies Bible Class Fund Leadership Bartholomew County Fund Life Designs Fund (formerly Christole Fund) Our Hospice of South Central Indiana Fund Sans Souci, Inc. Fund Mill Race Center, Inc. Endowment Fund Turning Point Fund United Way of Bartholomew County Fund

Designated Funds Funds established by generous donors who designate specific not-for-profit institutions which they want to help grow and be sustainable, to receive grants; $15,000 to create a fund.

Bob and Charlotte Aldenhagen Fund ABC Stewart Endowment Fund Bartholomew County Library Associates – Hooten Family Memorial Endowment Fund Bartholomew County Veterans Memorial Foundation Funds Sue A. Barton Lincoln Elementary School First Grade Memorial Fund Marjorie and Orphie Bridges Philanthropic Fund

George W. and Glowdine E. Budd Memorial Fund Kyle Carothers Hunt of a Lifetime Memorial Fund Leon Cline Family Fund Columbus Chinese School Endowment Fund Columbus Emergency Physicians, Inc. Fund Community Education Coalition Fund Forest D. & Marsha N. Daughterty Fund * Marion C. and Katherine Lowry Dietrich Endowment Fund * Family School Partners Endowment Fund Reeves Early Music Education Endowment Fund Raymond and Jane Frede Columbus Signature Academy Fund David M. Galle Pre-K Scholarship Fund Eugene and Marilyn Glick Fund Edythe and Max Gosnell Memorial Fund William and Sally Hanley Excellence in Teaching Award Fund Russell and Jean Hashman Endowment Fund L. Edward John and Mary Jean John Endowment Fund* Donald W. Jurgemeyer Endowment Fund (3) Donald W. Jurgemeyer and Catherine G. Jurgemeyer Endowment Fund Ann Marshall Knobloch Endowment Fund* Mr. and Mrs. Arthur J. Kroot Fund* Edgar and Delora L. Lauther Endowment Fund Dr. and Mrs. William R. Laws, Jr. Philanthropic Fund Robert J. Marshall Memorial Fund Martha L. Middleton Endowment Fund* Olive Murphy Memorial Hospice Fund W. Gladys Pitt Endowment Fund* Reams Family Award for Excellence in Teaching Reeves Bartholomew County Historical Society Endowment Fund Reeves Columbus Youth Camp Endowment Fund Reeves First Presbyterian Church Foundation Endowment Fund Mr. and Mrs. Robert F. Reeves Fund Charles Taylor and Theresa Ann Ross Fund Mike and Phyllis Ryan Education Fund Judy Huehl Scholtz Memorial Fund William and Lisa C. Schultz Fund Simmons School Fund Gregg and Judy Summerville Fund A. Dean and Martha E. Taylor Fund Tiede Salvation Army Fund Larry I. and Nancy E. VanEpps Endowment Fund * Henry, Clara and Alice Weichman Bartholomew County Humane Society Memorial Fund* In Honor of R.W. Witte and Helen M. Witte and Earl V. and Rosalyn R. Hess Fund R. Kent Witte, Attorney PC, and Stacy Ford Walters in Memory of Shannon Ford Fund Women Helping Women Endowment Fund Donor Advised Funds Donors recommend not-for-profit institutions for which they have an interest or passion, to receive grants; $15,000 to create a fund. Nancy Blough Blackwell Memorial Fund Jeff and Lynn Brown Fund Robert N. Brown Fund Coca-Cola Bottling of Columbus Endowment Fund A. John Friend Memorial Fund Bill and Jody Harter Community Fund Don and Dody Harvey Philanthropic Fund David M. and Barbara A. Kirr Fund

Community Foundation Funds (continued)

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Donor Advised Funds (continued) In Honor of Mr. and Mrs. W. Carr Lentz and Mr. and Mrs. Forrest R. Marr Fund Pia O’Connor Philanthropic Fund Robert and Mary Orben Fund Joan and Howard Pearcy Fund Carmen and Eric Retrum Family Fund Salin Family Fund Sharon Risk Stark Fund Stevens Family Fund Conover Stroud Family Fund Summerville Family Fund Tannenbaum Family Charitable Fund Torres Wilczewski Family Fund Weber Family Endowment Fund Willet Family Fund Woods & Grooms Endowed Fund Field of Interest Funds Donors have the opportunity to respond to changing needs of charitable interests, by personally selecting areas which they want to help grow and sustain through their grants; $15,000 to create a fund. African American Fund of Bartholomew County Bartholomew County Bar Association Endowment Fund Bartholomew Reads Endowment Fund Borcherding Visual Arts Fund Mrs. Carol Ann Boyer Carvin Diabetic Memorial Fund Columbus High School Classes of 1957 and 1958 Endowment Fund EcO15 Endowment Fund Friends of the Children Fund Glanton-Perry-Meek Memorial Fund Mrs. Aileen Marshall Graham Children and Youth Fund Hawcreek – Flat Rock Area Endowment Fund Donald W. and Catherine G. Jurgemeyer Endowment Fund* Benjamin R. (Mickey) King Endowment Fund Philip R. Miller Art Purchase Awards Fund James M. Perry Memorial Fund in Agriculture Mildred A. Reeves Early Education Fund No Child Hungry Endowment Fund Riffle Endowment Fund* Schicke Children and Youth Fund Sharon Risk Stark Community Impact Fund Stadler Brothers Fund Women’s Giving Circle of Bartholomew County Endowment Fund Non-Permanent Funds These funds are established by generous donors to direct pass-through giving to other organizations and projects which they want to help grow and sustain. Arvin Gift Fund Bartholomew County Historical Society Capital Fund Bartholomew County Veterans Memorial Custodial Fund Columbus Area Arts Council Custodial Fund Columbus Capital Foundation Donor Advised Non-Permanent Fund Columbus Park Foundation Fund Columbus Park Foundation Fund – Jolie Crider Memorial Fund Columbus Park Foundation Fund – Anonymous Fund The Commons Fund

Crump Theatre Fund Developmental Services, Inc. Fund Elwood Staffing Philanthropic Fund Family Self-Sufficiency Custodial Fund Haddad Charitable Fund McGuire Fund for Spinal Cord Injury Mill Race Center, Inc. Custodial Fund Psi Iota Xi/Grace Turner Fund Sarla Kalsi Donor Advised Fund SIHO Donor Advised Non-Permanent Fund Tangeman Charitable Trust Donor Advised Fund Turning Point Domestic Violence Services Non-Permanent Fund Women’s Giving Circle of Bartholomew County Pass-Through Fund Woods & Grooms Fund Non-Permanent Project Funds Columbus Park Foundation Fund – People Trail Project Fund Scholarship Funds Donors establish educational grant funds with specific criteria and areas of study which reflect a wide diversity of interests, needs, accomplishments and student talents; $15,000 to create a fund. Daniel Altmiller Memorial Scholarship Fund Analytical Engineering, Inc., (AEI) Scholarship Fund Fred L. Armstrong Future Leaders Scholarship Fund Paul Arnett Memorial Scholarship Fund Duane Barrows Scholarship Fund Bartholomew/Brown County Medical Society Scholarship Fund Bartholomew County REMC Scholarship Fund J. Howard Beam Memorial Scholarship Fund Keith Bean Medical Scholarship Fund Mary E. Behler Memorial Scholarship Fund Behrman “Big Dog” Award Scholarship Fund Todd and Julie Bergman Scholarship Fund BME Sisters Scholarship Fund Brown Music Scholarship Fund Ralph “Brownie” Brown Memorial Scholarship Fund Frank Burbrink Memorial 4-H Scholarship Fund Dr. Glenn E. Callaway Dental Scholarship Fund Abigail Carson Memorial Scholarship Fund Lucien J. and Maryann Chadwick and Sam and Edith Shanks Memorial Scholarship Fund Class of 1948 Scholarship Fund to Further the Teaching Profession in the Name of Alta Redmond Karen Ann Coffman Memorial Nursing Scholarship Fund Columbus Business and Professional Women Scholarship Fund Columbus Crush Scholarship Fund Columbus Herb Society Scholarship Fund Columbus Rotary Scholarship Fund in Honor of Judson S. Erne Columbus Youth Hockey/Bryan Ritz Memorial Fund Charles M. and Frances W. Condit Nursing Education Scholarship Fund Mildred and Homer Crank Scholarship Fund Andy Critzer Memorial Scholarship Fund Edward Jones Investments Scholarship Fund J. Albert Finkel and Irma Jane Finkel Scholarship Fund Dr. Cleve James Francoeur, Jr. Memorial Scholarship Fund Goldie Gibson Memorial Scholarship Louis A. and Kathy M. Giovanini Scholarship Fund

Community Foundation Funds (continued)

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Scholarship Funds (continued) Myron Glick Memorial Scholarship Fund Becky S. Green Memorial Scholarship Fund Waldo M. and Madge C. Harrison Scholarship Fund Bill and Jody Harter Scholarship Fund Hasch Family Memorial Scholarship Fund * Mary Ann Heise Memorial Scholarship Fund Harold H. Heminger Graduate School Scholarship Fund Heritage Fund Memorial Scholarship Fund Earl E. and Mildred L. Bless Hudson Scholarship for Education Fund Phil Jackson Memorial Fast Pitch Softball Scholarship Fund Marvin Johnson Scholarship Fund Jones Sisters Fund Martha Kalb “You Go Girl” Scholarship Fund LHP Scholarship Fund Lacey Family Scholarship Fund S. Edgar Lauther and DeLora L. Lauther Memorial Scholarship Fund The Reverend Dr. William R. Laws Memorial Scholarship Fund Corilla B. Lentz Scholarship Fund Doug Leonard Healthcare Occupations Scholarship Fund Bob Marshall-Bob Gordon Memorial Scholarship for Journalism Fund Mayor’s Government Scholarship Fund Julie M. McKinney Memorial Scholarship Fund John McLachlan Soccer Scholarship Fund Dana Barton Merter Memorial Tennis Scholarship Fund Philip R. Miller Memorial Scholarship for the Visual Fund Anthony Moravec Scholarship Fund One Step at a Time Scholarship Fund Bob and Marcy Oswald Engineering Scholarship Fund Andrew Parker Memorial Scholarship Fund Dr. and Mrs. Edward L. Probst Medical School Scholarship Fund Kirby and Caroline Risk Scholarship Fund Michael R. Rogers Memorial Scholarship Fund Marguerite Burns Rust Scholarship Fund Marguerite Burns Rust Scholarship for Animal Science Studies Fund Charles D. Shepherd Memorial Scholarship Fund Laura Showalter Memorial Music Scholarship Fund John R. Skobel, III Memorial Scholarship Fund Robert J. Sonntag Memorial Scholarship Fund Paul and Prudence Steinbarger Memorial Scholarship Fund Barbara W. Stewart Scholarship Fund Jennifer Strietelmeier Memorial Art Scholarship Fund Toyota Industrial Equipment Mfg., Inc. Scholarship Fund Helmut O. von Buchler and Hartmut K. von Buchler 4-H Memorial Scholarship Fund Henry, Clara and Alice Weichman Scholarship Fund* John and Geneva Wickens Scholarship Fund * Denotes deferred gift that will benefit grant recipients at a future date. Denotes New Fund in 2013

Community Foundation Funds (continued)

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2013 SCHOLARSHIP RECIPIENTS Abigail Carson Memorial Scholarship Morgan Sims Analytical Engineering Inc. Scholarship Carsen Dean Chase Francoeur Nathan Green Andrew Parker Memorial Scholarship Daran Brady Shelby Lucas Andy Critzer Memorial Scholarship Jacob Coffey Anna Newell Brown Scholarship for Vocal Excellence Alexis Willard Sarah Tam Madelyn Lego Brown Vocal Underclass Winners Abigail Beerwart Katherine Gemberling Kelly Langevin Tayler Seymour Caroline Ammon Jeffrey Langevin Anthony Moravec Scholarship Jacqueline Clouse Jennifer Clouse Sarah Cottrill Morgan Donnelly Constance Fields Rachael Forster Kelsey Gower Jackson Grimm Samantha Schreiner Taylor Schroeder Armstrong Future Leaders Scholarship Robert Liu Barbara W. Stewart Scholarship Sarah Cottrill Bartholomew County REMC Scholarship Alice Zhang Sandra Horton Bartholomew County/Brown County Medical Society Scholarship Anna Kostrzewsky

Becky S. Green Memorial Scholarship Evelyn Duron Behrman "Big Dog" Scholarship Sawyer Glick Betty F. Brown Scholarship for Instrumental Excellence Amanda Sun Rachelle Myers Dae Wook Lee Shelby Vance Brown Instrumental underclass Winners Megan Pan Miah Kincer Erica Sun Michael Freed David Rich Sarah Von Hoene Bill and Jody Harter Scholarship Autumn Sanders Bob & Marcy Oswald Engineering Scholarship Christine Awad Bob Marshall - Bob Gordon Memorial Scholarship for Journalism Morgan Donnelly Callaway Dental Scholarship Bria Goode Charles D. Shepherd Memorial Scholarship Morgan Cox Charles M. and Frances W. Condit Nursing Education Scholarship Candace Dixon Hannah Kestler Kathryn Meier Class of 1948 Scholarship to Further the Teaching Profession in the Name of Alta Redmond Sarah Weaver Columbus Business and Professional Women's Scholarship Sandra Horton Columbus Crush Scholarship Reid Wilson

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2013 SCHOLARSHIP RECIPIENTS (continued) Columbus Herb Society Scholarship Cole Reed Columbus Rotary Scholarship in Honor of Judson S. Erne Rebekah Nolting Corilla B. Lentz Memorial Scholarship Ramya Vijayagopal Daniel Altmiller Memorial Scholarship Sarah Weaver Doug Leonard Healthcare Occupations Scholarship Natasha Boschen Dr. and Mrs. Edward L. Probst Medical School Scholarship Andrew Brougher Dr. Cleve James Francoeur, Jr. Memorial Scholarship Andrew Brougher Dr. Glenn E. Callaway Dental Scholarship Bria Goode Earl E. & Mildred L. Bless Hudson Scholarship for Education Meredith Lutz Edward Jones Investments Scholarship Amanda Sun Frank Burbrink Memorial 4-H Scholarship Paige Miller Goldie Gibson Memorial Scholarship Daisey Dyer Harold H. Heminger Graduate School Scholarship Megan Brunn Helmut O. von Buchler and Hartmut K. von Buchler 4-H Memorial Scholarship Delana Pearson Heritage Fund Memorial Scholarship Katherine McAvoy

Heritage Fund Scholarship - Lilly Finalist Lindsey Britt Evelyn Malcomb Clinton Cunningham Allison Newell Evelyn Duron Delana Pearson Hunter Foist Reid Wilson

Homer and Mildred Crank Scholarship Aaron Ferguson Samantha Schreiner J. Albert Finkel and Irma Jane Finkel Scholarship Jennifer Clouse Jennifer Strietelmeier Memorial Art Scholarship Caroline Olszewski John and Geneva Wickens Scholarship Jillianne Forney John McLachlan Soccer Scholarship Chase Francoeur Malissa Hofmeister John R. Skobel III Memorial Scholarship Luis Cambron Jones Sisters Scholarship Kaitlin Lienhoop Julie M. McKinney Memorial Scholarship Nicole Denney Karen Ann Coffman Memorial Nursing Scholarship Natasha Boschen Keith Bean Medical Scholarship Lauren Gustafson Kirby and Caroline Risk Scholarship Charles Weber Lacey Family Scholarship Sarthak Neema LHP Scholarship Paul Meyer Lilly Endowment Community Scholarship Erika Espinoza Romero Zachary Ruehman

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2013 SCHOLARSHIP RECIPIENTS (continued) Louis A. and Kathy M. Giovanini Scholarship Rebekah Nolting Lucien J. and Maryann J. Chadwick and Sam and Edith Shanks Memorial Scholarship Chase Francoeur Marguerite Burns Rust Scholarship Constance Fields Marguerite Burns Rust Scholarship for Animal Science Studies Megan Brunn Marvin Johnson Scholarship Brittany Martin Mary Ann Heise Memorial Scholarship Evelyn Malcomb Mary E. Behler Memorial Scholarship Matthew Schutte Mayor's Government Scholarship Elizabeth Fischvogt Michael R. Rogers Memorial Scholarship Laura Barkes Myron Glick Memorial Scholarship Emma Franke Paul and Prudence Steinbarger Memorial Scholarship Brennan Jarrard Paul Arnett Memorial Scholarship Hal Enkoff Phil Jackson Memorial Fast-Pitch Softball Scholarship Paige Babb Philip R. Miller Memorial Scholarship for the Visual Arts Mackenzie Hammer Ralph "Brownie" Brown Memorial Scholarship Shelby Brooks Reverend Dr. William R. Laws Memorial Scholarship Mason Engel Morgan Donnelly

Robert J. Sonntag Memorial Scholarship Paul Meyer S. Edgar and Delora L. Lauther Memorial Scholarship EthanBrown Nathan Cooper Clinton Cunningham Allison Newell Kimberly Riche Amanda Sun The Martha Kalb "You Go Girl" Memorial Scholarship Mikala Lomax Todd and Julie Bergman Scholarship Kaitlin Lienhoop Toyota Industrial Equipment Mfg., Inc. Scholarship Mason Engel Evelyn Malcomb Hannah Thompson Waldo M. and Madge C. Harrison Scholarship Stacey Jenkins Kaitlynn Brooks William and Sally Hanley Excellence in Teaching Awards Jill Glover – CSA Lincoln Kathy Strickland – Southside Reams Family Awards for Excellence in Teaching Jennifer Bontrager-Hert – Northside Montessori Jeffrey Kyler – White Creek Lutheran Tonnie Lane – ABC Stewart

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Donor Advised Funds David M. Galle Pre - K Scholarship Fund - $25,000.00 (Arvin Gift Fund) Purdue University College of Technology - $37,964.00 (Arvin Gift Fund) Charles A Tindely Accelerated School - $15,000.00 (Arvin Gift Fund) Columbus Park Foundation - $10,000.00 (Arvin Gift Fund) Gleaners Food Bank of Indiana, Inc. - $100.00 (Bill & Jody Harter Community Fund) Aging and Community Services - $150.00 (Bill & Jody Harter Community Fund) Foundation for Youth - $200.00 (Bill & Jody Harter Community Fund) Lincoln-Central Neighborhood Family Center - $200.00 (Bill & Jody Harter Community Fund) Columbus Park Foundation - $210.00 (Bill & Jody Harter Community Fund) Pregnancy Care Center of Columbus - $250.00 (Carmen & Eric Retrum Family Fund) Good Shepherd Radio, Inc. - $250.00 (Carmen & Eric Retrum Family Fund) New Song Mission Inc. - $3,000.00 (Carmen & Eric Retrum Family Fund) Salvation Army - $250.00 (Carmen & Eric Retrum Family Fund) Columbus Park Foundation - $25,000.00 (Coca-Cola Bottling of Columbus Donor Advised Fund) Columbus Park Foundation - $5,000.00 (Coca-Cola Bottling of Columbus Donor Advised Fund) Love Chapel - $2,000.00 (Conover Stroud Family Fund) Turning Point Domestic Violence Services - $1,582.00 (David M. & Barbara A. Kirr Fund) Family School Partners/ BCSC - $350.00 (Don & Dody Harvey Philanthropic Fund) Foundation for Youth - $300.00 (Don & Dody Harvey Philanthropic Fund) Columbus Indiana Philharmonic - $315.00 (Don & Dody Harvey Philanthropic Fund) Kidscommons - $2,500.00 (Elwood Staffing Philanthropic Fund) Pregnancy Care Center of Columbus - $1,200.00 (Elwood Staffing Philanthropic Fund) Turning Point Domestic Violence Services - $7,500.00 (Elwood Staffing Philanthropic Fund) Columbus Running Club - $2,500.00 (Elwood Staffing Philanthropic Fund) Columbus Indiana Philharmonic - $2,500.00 (Elwood Staffing Philanthropic Fund) Bartholomew Consolidated School Foundation - $2,500.00 (Elwood Staffing Philanthropic Fund) Columbus Youth Hockey - $17,500.00 (Elwood Staffing Philanthropic Fund) Coulmbus Park Foundation - $5,000.00 (Elwood Staffing Philanthropic Fund) Columbus Signature Academy - Fodrea Campus - $2,200.00 (Elwood Staffing Philanthropic Fund) Coulmbus Park Foundation - $5,000.00 (Elwood Staffing Philanthropic Fund) Community Animal Rescue Effort - $200.00 (Haddad Charitable Fund) Just Friends - $325.14 (Haddad Charitable Fund) Turning Point Domestic Violence Services - $2,000.00 (Hannasch Family Fund) Youth Leadership - $2,000.00 (Hannasch Family Fund) Bartholomew Consolidated School Foundation - $250.00 (Jeff & Lynn Brown Fund)

Columbus Regional Hospital Foundation - $500.00 (Jeff & Lynn Brown Fund) Turning Point Domestic Violence Services - $1,000.00 (Jeff & Lynn Brown Fund) Salvation Army - $250.00 (Jeff & Lynn Brown Fund) Pregnancy Care Center of Columbus - $500.00 (Jeff & Lynn Brown Fund) Ecumenical Assembly of Bartholomew County Churches $500.00 (Jeff & Lynn Brown Fund) Kidscommons - $500.00 (Jeff & Lynn Brown Fund) Mill Race Center, Inc. - $1,000.00 (Joan & Howard Pearcy Fund) Christopher Reeve Foundation - $1,500.00 (McGuire Fund for Spinal Cord Injury) Thrive-Alliance - $1,500.00 (McGuire Fund for Spinal Cord Injury) Lincoln-Central Neighborhood Family Center - $250.00 (Nancy Blough Blackwell Memorial Fund) Volunteers in Medicine - $250.00 (Nancy Blough Blackwell Memorial Fund) Human Services, Inc. - $250.00 (Nancy Blough Blackwell Memorial Fund) Columbus Service League - $500.00 (Pia O'Connor Philanthropic Fund) Grant a Wish 2012 - $550.00 (Pia O'Connor Philanthropic Fund) Grant a Wish 2012 - $32.00 (Pia O'Connor Philanthropic Fund) First Presbyterian Church - $2,790.00 (Robert A. & Mary F. Orben Fund) Grant a Wish 2012 - $930.00 (Sharon Risk Stark Donor Advised Fund) Mill Race Center, Inc. - $1,000.00 (Stevens Family Fund) Grant a Wish 2012 - $633.00 (Summerville Family Fund) Utopia Wildlife Rehabilitators - $1,000.00 (Tannenbaum Family Charitable Fund) Community Animal Rescue Effort - $1,000.00 (Tannenbaum Family Charitable Fund) St. Peter's Lutheran Church - $10,000.00 (Weber Family Donor Advised Fund) Naples Zoo - $5,000.00 (Woods & Grooms Endowment Fund) City of Columbus - $1,000.00 (Woods & Grooms Endowment Fund) Ecumenical Assembly of Bartholomew County Churches - $2,000.00 (Woods & Grooms Endowment Fund) DONOR DESIGNATED FUNDS Bartholomew County Historical Society - $2,170.00 (A. Dean & Martha E. Taylor Fund) ABC Stewart School - $1,310.00 (ABC Stewart Endowment Fund) Bartholomew County Library Associates - $1,395.00 (Bartholomew County Library Associates Fund) Kathy Strickland - $750.00 (Bill and Sally Hanley Excellence in Teaching Award Fund) Ms. Jill Glover - $750.00 (Bill and Sally Hanley Excellence in Teaching Award Fund) Family Self Sufficiency - $2,350.00 (Bob & Charlotte Aldenhagen Fund) Bartholomew County Historical Society - $240.00 (Charles Taylor & Theresa Ann Ross Fund) Columbus Regional Hospital Foundation - $240.00 (Columbus Emergency Physicians Endowment Fund) Community Education Coalition - $65,355.00 (Community Education Coalition Endowment Fund) ACTEC Foundation - $2,380.00 (Donald W. & Catherine G. Jurgemeyer Endowment Fund)

2013 Grants Awarded

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Asbury United Methodist Ch Trustees - $2,380.00 (Donald W. & Catherine G. Jurgemeyer Endowment Fund) Indiana Bar Foundation - $15,000.00 (Donald W. Jurgemeyer Endowment Fund) Iowa Law School Foundation - $1,415.00 (Donald W. Jurgemeyer Endowment Fund) The Reverend Dr. William R. Laws Memorial Scholarship - $790.00 (Dr. & Mrs. William R. Laws Endowment Fund) Community Education Coalition - $115,000.00 (EcO15 Pass Through Fund) Community Foundation of Jackson County - $42,500.00 (EcO15 Pass Through Fund) Community Foundation of Madison & Jefferson Counties - $117,500.00 (EcO15 Pass Through Fund) Decatur County Community Foundation, Inc. - $43,333.23 (EcO15 Pass Through Fund) Decatur County Community Foundation, Inc. - $43,333.23 (EcO15 Pass Through Fund) Franklin County Community Foundation - $40,000.00 (EcO15 Pass Through Fund) Jennings County Community Foundation - $67,399.83 (EcO15 Pass Through Fund) Jennings County Community Foundation - $63,867.17 (EcO15 Pass Through Fund) Ohio County Community Foundation - $91,375.00 (EcO15 Pass Through Fund) Columbus Regional Hospital Foundation - $12,315.00 (Edgar & DeLora L. Lauther Endowment Fund) Foundation for Youth - $10,265.00 (Edgar & DeLora L. Lauther Endowment Fund) Heritage Fund - Community Fund - $18,475.00 (Edgar & DeLora L. Lauther Endowment Fund) Ivy-Tech Foundation, Inc. - $255.00 (Edythe & Max Gosnell Memorial Fund) Family School Partners/ BCSC - $390.00 (Family School Partners Designated Endowment Fund) Columbus Regional Hospital Foundation - $230.00 (Gregg & Judy Summerville Fund) Bartholomew Consolidated School Foundation - $515.00 (In Honor of R.W. Witte & Helen M. Witte and Earl V. & Rosalyn R. Hess Fund) Columbus Regional Hospital Foundation - $235.00 (Judy Huehl Scholtz Memorial Fund) Family School Partners/ BCSC - $795.00 (Judy Huehl Scholtz Memorial Fund) National Wild Turkey Federation - $675.00 (Kyle Carothers Hunt of a Lifetime Memorial Fund) Bartholomew County Historical Society - $155.00 (L. Edward & Mary Jean John Endowment Fund) Bartholomew County Public Library - $155.00 (L. Edward & Mary Jean John Endowment Fund) Columbus Indiana Philharmonic - $155.00 (L. Edward & Mary Jean John Endowment Fund) Mill Race Center, Inc. - $780.00 (L. Edward & Mary Jean John Endowment Fund) Columbus Museum of Art and Design - $295.00 (L. Edward John and Mary Jean John Endowment Fund) Columbus Symphony Orchestra - $295.00 (L. Edward John and Mary Jean John Endowment Fund) DePauw University - $2,265.00 (L. Edward John and Mary Jean John Endowment Fund) Duke University - $295.00 (L. Edward John and Mary Jean John Endowment Fund) First United Methodist Church - $2,265.00 (L. Edward John and Mary Jean John Endowment Fund) Foundation for Youth - $520.00 (L. Edward John and Mary Jean John Endowment Fund)

Heritage Fund - Operating Fund - $155.00 (L. Edward John and Mary Jean John Endowment Fund) Indianapolis Symphony Orchestra - $490.00 (L. Edward John and Mary Jean John Endowment Fund) Southwestern College - $295.00 (L. Edward John and Mary Jean John Endowment Fund) Ivy-Tech Foundation, Inc. - $540.00 (Marjorie Orphie Bridges Philanthropic Fund) Bartholomew Consolidated School Foundation - $265.00 (Mike & Phyllis Ryan Education Fund) Bartholomew County Historical Society - $510.00 (Mr. & Mrs. Robert F. Reeves Philanthropic Fund) Our Hospice of South Central Indiana - $47,575.00 (Olive Murphy Memorial Hospice Fund) Ivy-Tech Foundation, Inc. - $275.00 (R. Kent Witte, Attorney PC & Stacy Ford Walters in Memory of Shannon Ford Fund) Columbus Signature Academy - New Tech Campus - $840.00 (Raymond & Jane Frede Columbus Signature Academy Fund) Mr. Jeffrey Kyler - $3,000.00 (Reams Family Award for Excellence in Teaching) Ms. Jennifer Bontrager-Hert - $3,000.00 (Reams Family Award for Excellence in Teaching) Ms. Tonyel R. Lane - $3,000.00 (Reams Family Award for Excellence in Teaching) Bartholomew County Historical Society - $13,250.00 (Reeves Bartholomew County Historical Society Fund) Bartholomew County Historical Society - $31,940.00 (Reeves Bartholomew County Historical Society Fund) Bartholomew County Historical Society - $101,690.00 (Reeves Bartholomew County Historical Society Fund) Columbus Indiana Philharmonic - $4,256.00 (Reeves Early Music Education Endowment First Presbyterian Church Foundation - $8,800.00 (Reeves First Presbyterian Church) Endowment Fund) First Presbyterian Church Foundation - $76,000.00 (Reeves First Presbyterian Church Foundation Fund) Foundation for Youth - $84,075.00 (Reeves Youth Camp Endowment Fund) Heritage Fund - Operating Fund - $1,795.00 (Robert J. Marshall Memorial Philanthropic Fund) Columbus Park Foundation - $825.00 (Russell & Jean Hashman Fund) Columbus Signature Academy - Lincoln Campus - $270.00 (Sue A. Barton Lincoln Elementary 1st Grade Endowment) Columbus Park Foundation - $143,000.00 (The Commons Fund) Columbus Park Foundation - $25,423.00 (The Commons Fund) Salvation Army - $800.00 (Tiede Salvation Army Fund) Turning Point Domestic Violence Services - $2,105.00 (Women Helping Women/Turning Point Fund) FIELD OF INTEREST FUNDS Foundation for Youth - $5,000.00 (Aileen Marshall Graham Children & Youth Endowment Fund) Legal Aid-District Eleven Inc. - $795.00 (Bartholomew County Bar Association Endowment Fund) Bartholomew County Literacy Task Force - $740.00 (Bartholomew Reads Endowment Fund) IUPUC - $1,000.00 (Benjamin R. (Mickey) King Endowed Fund) Volunteers in Medicine - $1,000.00 (Carol Ann Boyer Carvin Diabetic Memorial Fund) Columbus East High School - $570.00 (Columbus High School Classes of 1957 and 1958 Endowment Fund) Columbus North High School - $570.00 (Columbus High School Classes of 1957 and 1958 Endowment Fund)

2013 Grants Awarded (continued)

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Community Education Coalition - $116,420.00 (EcO15 Endowment Fund) Columbus Area Chamber Foundation - $500.00 (Glanton-Perry-Meek Memorial Fund) Clifford Volunteer Fire Department - $1,000.00 (Hawcreek-Flat Rock Area Endowment Fund) Flat Rock-Hawcreek School Corporation - $4,400.00 (Hawcreek-Flat Rock Area Endowment Fund) Yellow Trail Museum - $500.00 (Hawcreek-Flat Rock Area Endowment Fund) Flat Rock-Hawcreek School Corporation - $5,500.00 (Hawcreek-Flat Rock Area Endowment Fund) Flat Rock-Hawcreek School Corporation - $600.00 (Hawcreek-Flat Rock Area Endowment Fund) Hartsville and Community Volunteer Fire Department - $1,250.00 (Hawcreek-Flat Rock Area Endowment Fund) Heritage of Hope - $750.00 (Hawcreek-Flat Rock Area Endowment Fund) Hartsville United Methodist Church - $1,750.00 (Hawcreek-Flat Rock Area Endowment Fund) Simmons One Room School House - $600.00 (Hawcreek-Flat Rock Area Endowment Fund) First Presbyterian Preschool - $1,080.00 (Mildred A. Reeves Early Education Fund) Gleaners Food Bank of Indiana, Inc. - $5,000.00 (No Child Hungry Endowment Fund) Columbus East High School - $670.00 (Philip R. Miller Art Purchase Awards Fund) Eastside Community Center - $3,000.00 (Schicke Children and Youth Fund) Foundation for Youth - $750.00 (Schicke Children and Youth Fund) Advocates for Children - $2,000.00 (Schicke Children and Youth Fund) Turning Point Domestic Violence Services - $2,500.00 (Women's Giving Circle of Bartholomew County) Just Friends - $4,000.00 (Women's Giving Circle of Bartholomew County) Foundation for Youth - $2,500.00 (Women's Giving Circle of Bartholomew County) Children, Inc. - $2,500.00 (Women's Giving Circle of Bartholomew County) Columbus Enrichment Program - $2,500.00 (Women's Giving Circle of Bartholomew County) Columbus Housing Authority - $1,000.00 (Women's Giving Circle of Bartholomew County) AGENCY DESIGNATED FUNDS AgrIInstitute - $500.00 (AgrIInstitute Endowment Fund) Bartholomew Consolidated School Foundation - $305.00 (Bartholomew Consolidated School Foundation Fund) Bartholomew County Genealogical Society - $330.00 (Bartholomew County Genealogical Society Endowment Fund) Bartholomew County Historical Society - $2,485.00 (Bartholomew County Historical Society Endowment Fund) Bartholomew County Humane Society - $735.00 (Bartholomew County Humane Society Endowment) Bartholomew County Public Library - $850.00 (Bartholomew County Public Library Fund) Big Brothers-Big Sisters of Bartholomew County - $1,890.00 (Big Brothers Big Sisters Endowment Fund) Calvary Pentecostal Church - $200.00 (Calvary Pentecostal Church Endowment Fund) Childhood Connections - $815.00 (Childhood Connections - Route 21)

Just Friends - $1,375.00 (Columbus Adult Daycare Endowment Fund) Columbus Area Arts Council - $430.00 (Columbus Area Arts Council Fund) Columbus Area Arts Council - $4,460.00 (Columbus Area Arts Council Robert & Barbara Stewart Arts Education Fund) Columbus Indiana Philharmonic - $43,095.00 (Columbus Indiana Philharmonic Endowment Fund) Columbus Museum of Art and Design - $24,500.00 (Columbus Museum of Art & Design Fund) Columbus Regional Hospital Foundation - $255.00 (Columbus Regional Hospital Foundation Endowment Fund) Columbus Regional Hospital Foundation - $5,065.00 (Columbus Regional Hospital/Cancer Center Fund) Ecumenical Assembly of Bartholomew County Churches - $375.00 (Ecumenical Assembly of Barth. Cty. Churches-Love Chapel Endowment Fund) Family Self Sufficiency - $1,285.00 (Family Self-Sufficiency Endowment Fund) Foundation for Youth - $5,095.00 (Foundation for Youth/Youth Camp Fund) Hope Area Food Bank - $3,350.00 (Hope Area Food Bank Endowment Fund) kidscommons - $39,550.00 (kidscommons Children's Museum Fund) Kiwanis Scholarship Fund - $245.00 (Kiwanis Scholarship Fund) Our Hospice of South Central Indiana - $520.00 (Our Hospice of South Central Indiana Endowment Fund) Sans Souci, Inc. - $1,265.00 (Sans Souci, Inc. Fund) Turning Point Domestic Violence Services - $2,750.00 (Turning Point Endowment Fund) UNRESTRICTED FUNDS Community Center of Hope - $70,000.00 (Heritage Fund - Capital Fund) Columbus Park Foundation - $100,000.00 (Heritage Fund - Capital Fund) Columbus Park Foundation - $50,000.00 (Heritage Fund - Capital Fund) Columbus Chinese Association - $600.00 (Heritage Fund - Community Fund) Columbus NAACP - $250.00 (Heritage Fund - Community Fund) Bartholomew County Public Library - $4,000.00 (Heritage Fund - Community Fund) Advocates for Children - $31,216.00 (Heritage Fund - Community Fund) Atterbury Bakalar Air Museum - $25,000.00 (Heritage Fund - Community Fund) Developmental Services, Inc. - $15,000.00 (Heritage Fund - Community Fund) kidscommons - $10,000.00 (Heritage Fund - Community Fund) The Partnership - $1,500.00 (Heritage Fund - Community Fund) City of Columbus - $240.00 (Heritage Fund - Community Fund) ABC Stewart School - $1,200.00 (Heritage Fund - Community Fund) Faith Lutheran Pre-School - $1,500.00 (Heritage Fund - Community Fund) Sandy Hook Pre-School - Little Lambs - $3,000.00 (Heritage Fund - Community Fund) Learning Tree Preschool - $3,000.00 (Heritage Fund - Community Fund)

2013 Grants Awarded (continued)

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First Presbyterian Preschool - $5,500.00 (Heritage Fund - Community Fund) Kids of Hope - Education Center - $7,300.00 (Heritage Fund - Community Fund) North Star Montessori - $9,000.00 (Heritage Fund - Community Fund) Fairlawn Presbyterian Pre-School - $9,500.00 (Heritage Fund - Community Fund) First Christian Preschool - $10,000.00 (Heritage Fund - Community Fund) March of Dimes - $1,000.00 (Heritage Fund - Community Fund) Lincoln-Central Neighborhood Family Center - $500.00 (Heritage Fund - Community Fund) Community Education Coalition - $1,000.00 (Heritage Fund - Community Fund) Community Education Coalition - $90,000.00 (Heritage Fund - Community Fund) Bartholomew County Humane Society - $2,500.00 (Heritage Fund - Community Fund) Columbus Park Foundation - $50,000.00 (Heritage Fund - Community Fund) CAMEO - $20,000.00 (Heritage Fund - Community Fund) Cunningham, Clinton - $1,000.00 (Heritage Fund - Community Fund) Pearson, Delana - $1,000.00 (Heritage Fund - Community Fund) I.U.C.U. - $100.00 (Heritage Fund - Community Fund) Goldie Gibson Memorial Endowment Fund - $2,400.00 (Heritage Fund - Community Fund) Clifford Volunteer Fire Department - $3,000.00 (Heritage Fund - Community Fund) Dictionary Project - $1,410.00 (Heritage Fund - Community Fund) Housing Partnerships - $5,000.00 (Heritage Fund - Community Fund) Housing Partnerships - $40,000.00 (Heritage Fund - Community Fund) Gleaners Food Bank of Indiana, Inc. - $5,000.00 (Heritage Fund - Community Fund) Ivy-Tech Foundation, Inc. - $7,500.00 (Heritage Fund - Community Fund) Trinbago Association - $500.00 (Heritage Fund - Community Fund) IUPUC - $2,000.00 (Heritage Fund - Community Fund) Heritage Fund - Programs - $10,000.00 (Heritage Fund - Community Fund) John R. Skobel III Memorial Scholarship Fund - $25.00 (Heritage Fund - Community Fund) Heritage Fund - Operating Fund - $672.00 (Heritage Fund - Community Fund) African American Fund of Bartholomew County - $5,000.00 (Heritage Fund - Community Fund) AgrIInstitute Endowment Fund - $5,000.00 (Heritage Fund - Community Fund) Pregnancy Care Center of Columbus - $600.00 (Heritage Fund - Community Fund) Columbus Association of Private Preschools - $3,000.00 (Heritage Fund - Community Fund) Leadership Bartholomew County - $15,000.00 (Heritage Fund - Community Fund) Grant a Wish 2013 - $5,000.00 (Heritage Fund - Community Fund) Indiana Grantmakers Alliance - $2,750.00 (Heritage Fund - Community Fund) Turning Point Domestic Violence Services - $1,250.00 (Heritage Fund - Community Fund)

Grant a Wish 2013 - $5,000.00 (Heritage Fund - Community Fund) Columbus Housing Authority - $102.72 (Heritage Fund - Community Fund) United Way of Bartholomew County - $5,000.00 (Heritage Fund - Community Fund) NON-PERMANENT FUNDS Advocates for Children - $250.00 (Heritage Fund Non-Permanent Fund) Aging and Community Services - $670.00 (Heritage Fund Non-Permanent Fund) The Arc of Bartholomew County - $3,900.00 (Heritage Fund Non-Permanent Fund) Columbus Indiana Architectural Archives - $50.00 (Heritage Fund Non-Permanent Fund) Atterbury Bakalar Air Museum - $100.00 (Heritage Fund Non-Permanent Fund) Bartholomew Consolidated School Foundation - $250.00 (Heritage Fund Non-Permanent Fund) Columbus Area Arts Council - $900.00 (Heritage Fund Non-Permanent Fund) Community Animal Rescue Effort - $1,320.00 (Heritage Fund Non-Permanent Fund) Columbus Indiana Philharmonic - $6,215.00 (Heritage Fund Non-Permanent Fund) Columbus Symphony Orchestra - $500.00 (Heritage Fund Non-Permanent Fund) Community Center of Hope - $475.00 (Heritage Fund Non-Permanent Fund) Foundation for Youth - $3,300.00 (Heritage Fund Non-Permanent Fund) Dancers Studio Inc. - $120.00 (Heritage Fund Non-Permanent Fund) Family School Partners/ BCSC - $1,300.00 (Heritage Fund Non-Permanent Fund) Family Service, Inc - $100.00 (Heritage Fund Non-Permanent Fund) Flat Rock-Hawcreek School Corporation - $600.00 (Heritage Fund Non-Permanent Fund) Family Self Sufficiency - $1,800.00 (Heritage Fund Non-Permanent Fund) Gleaners Food Bank of Indiana, Inc. - $840.00 (Heritage Fund Non-Permanent Fund) Bartholomew County Historical Society - $1,060.00 (Heritage Fund Non-Permanent Fund) Human Services, Inc. - $1,100.00 (Heritage Fund Non-Permanent Fund) Hospice of South Central Indiana - $450.00 (Heritage Fund Non-Permanent Fund) Bartholomew County Humane Society - $2,825.00 (Heritage Fund Non-Permanent Fund) kidscommons - $3,450.00 (Heritage Fund Non-Permanent Fund) Lincoln-Central Neighborhood Family Center - $6,500.00 (Heritage Fund Non-Permanent Fund) Legal Aid-District Eleven Inc. - $50.00 (Heritage Fund Non-Permanent Fund) Mill Race Center, Inc. - $550.00 (Heritage Fund Non-Permanent Fund) Pregnancy Care Center of Columbus - $50.00 (Heritage Fund Non-Permanent Fund) Ecumenical Assembly of Bartholomew County Churches - $3,690.00 (Heritage Fund Non-Permanent Fund) Planned Parenthood of Indiana - $600.00 (Heritage Fund Non-Permanent Fund)

2013 Grants Awarded (continued)

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Sans Souci, Inc. - $940.00 (Heritage Fund Non-Permanent Fund) Simmons One Room School House - $210.00 (Heritage Fund Non-Permanent Fund) Su Casa - $500.00 (Heritage Fund Non-Permanent Fund) Turning Point Domestic Violence Services - $1,690.00 (Heritage Fund Non-Permanent Fund) United Way of Bartholomew County - $200.00 (Heritage Fund Non-Permanent Fund) Utopia Wildlife Rehabilitators - $1,300.00 (Heritage Fund Non-Permanent Fund) Volunteers in Medicine - $200.00 (Heritage Fund Non-Permanent Fund) kidscommons - $1,000.00 (Heritage Fund Non-Permanent Fund) Bartholomew County Historical Society - $1,175.00 (Heritage Fund Non-Permanent Fund) Family School Partners/ BCSC - $500.00 (Heritage Fund Non-Permanent Fund) Columbus Indiana Philharmonic - $100.00 (Heritage Fund Non-Permanent Fund) Columbus Symphony Orchestra - $50.00 (Heritage Fund Non-Permanent Fund) Columbus Park Foundation - $4,850.00 (Heritage Fund Non-Permanent Fund) Cornerstone Hospice - $75.00 (Heritage Fund Non-Permanent Fund) Cornerstone Hospice - $50.00 (Heritage Fund Non-Permanent Fund) Ball State University - $5,000.00 (Heritage Fund Non-Permanent Fund) David M. Galle Pre - K Scholarship Fund - $29,616.11 (Heritage Fund Non-Permanent Fund) Bartholomew Consolidated School Foundation - $2,000.00 (Heritage Fund Non-Permanent Fund) Advocates for Children - $2,000.00 (Heritage Fund Non-Permanent Fund) Driftwood Utilities - $12,000.00 (Heritage Fund Non-Permanent Fund) Bartholomew Consolidated School Foundation - $56,811.00 (Heritage Fund Non-Permanent Fund)

2013 Grants Awarded (continued)

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2013 BOARD OF DIRECTORS Mickey Kim, Chair Kevina Schumaker, Vice Chair John M. Burnett, Treasurer Jesse Brand, Secretary Tracy H. Souza, President/CEO David Barker, Community Director Jeffrey N. Brown, Ex-Officio Kristen S. Brown, Mayor of Columbus Diane Doup, Community Director Mark Elwood, Community Director Rich Freeland, Cummins Inc. Tony M. Gambaiani, Community Director Brian P. Hannasch, Community Director Thomas D. Harmon, Ex-Officio Ryan Hou, Ex-Officio Laura Hurt, Community Director Carl H. Lienhoop, Bartholomew County Commissioner Lynne Maguire, Community Director Joseph Mathew, Community Director Angie May, Community Director Nobu Nakajima, Community Director John B. Quick, BCSC Superintendent Brian Russell, Community Director Lorraine Smith, Community Director Mark S. Stewart, United Way of Bartholomew County Tom Vujovich, Community Director Patrick J. Ward, Community Director Ro Whittington, Community Director

2013 COMMITTEE MEMBERS Executive Committee Officers and Committee Chairs Development Committee Tony Gambaiani (Chair), Marty Arnett, Dave Barker, Tim Cooney, Brad Davis, Amber Fischvogt, Jalene Hahn, Mickey Kim (Board Chair), Brian Russell, Rich Stenner, Finance/Audit Committee John Burnett (Chair), Jeff Brown, Mark Elwood, Mickey Kim(Board Chair), Angie May, John Quick, Tom Vujovich Governance & Planning Committee Kevina Schumaker (Chair), Jesse Brand, Jeff Brown, Kristen Brown, John Burnett, Rich Freeland, Mark Gerstle, Jack Hess, Rick Johnson, Mickey Kim (Board Chair), Lynne Maguire, Hutch Schumaker

HERITAGE FUND STAFF Tracy Hamilton Souza, President and CEO Amber Fischvogt, Vice President of Development Amy Laker, Scholarship Manager Lorraine Low, Administrative Assistant Kristin Munn, Community Grants & Outreach Manager Celeste Yonushonis, Finance Manager

Grants Committee Joseph Mathew (Chair), Diane Doup, Brian Hannasch, Mickey Kim (Board Chair), Alice Johnson, Mei-Hui Lin, Lorraine Smith Mark Stewart, Melissa Webb, Ro Whittington Investment Review Committee Mark Foster (Chair), John Burnett, Jayne Farber, Mickey Kim (Board Chair), Jody Littrell, Steve Meredith, Don Michael, Tracy Souza Outreach Committee Lorraine Smith (Co-Chair), Tom Harmon (Co-Chair), Stephen Dunning, Ryan Hou, Laura Hurt, Kristin Munn, Chris Price, Ruchira Sharma, Mark Stewart

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HERITAGE FUND MISSION

Heritage Fund is a community foundation created primarily for Bartholomew County to:

Provide responsible stewardship of gifts donated for broad charitable purposes;

Promote leadership to address community issues;

Serve as a catalyst for positive change in partnership with others; and

Promote philanthropy broadly within the community.

“It is the general policy of the Heritage Fund – the Community Foundation of Bartholomew County to include people without regard to age, disability, economic

circumstances, ethnicity, gender, race, religion or sexual orientation in carrying out our mission.”

Adopted by the Heritage Fund Board – May 4, 2003

Heritage Fund will make available upon request copies of its audits and 990s (and 990-Ts when appropriate); names of its investment consultants and those responsible for the investment oversight; and information of fees charges (including investment and administrative fees.

Contact us: 538 Franklin Street PO Box 1547 Columbus, IN 47202 812-376-7772 Visit us online at: www.heritagefundbc.org