I could be the voice for the voiceless.

A MESSAGE FROM THE PRESIDENT

andrew c. storar president, board of trustees

As my tenure as president comes to an end, I look back in reflection at the changes our organization has experienced throughout the past year. I’m more than honored to have been a part of the transformations that have moved our beloved Foundation forward.

With the strong support of Fellows, committee members, trustees and staff, we’ve continued to affect change across Ohio with our commitments to the Foundation through donations of our time, talent and treasure.

Our staff has seen recent changes, and we’ve enjoyed getting to know our new team. Many thanks to everyone for their determination to work together and efforts to make the transition seamless. I so appreciate the support and kindness you’ve shown me throughout my presidency. / P3

ALL RISE byOSBF President Andrew C. Storar opened the 2017 Annual Awards Dinner on October 6, 2017 with recognition of the many Foundation members who have invested their time and resources into furthering the OSBF mission. Storar also spoke to the crowd about this year’s theme, “All Rise,” and how it related to the award winners’ dedication to service and drive to create change in their communities.

“We chose the ALL RISE theme for this event for obvious reasons – it’s no secret the phrase is common to the legal profession, but what is a secret, are the many ways lawyers work for the betterment of their communities, their neighbors and sometimes, even for total strangers.

We’re here tonight to honor those acts of kindness. To share the stories of these amazing attorneys and how they help others rise from their struggles – to show you that when one individual cares enough to do something, others will rise.”

Retired Honorable Evelyn Lundberg StrattonThe Ritter Award

After spending the first nine years of her legal career as a trial lawyer, Stratton, knowing she could impact more people, ran for judge. She won her race and was the first woman elected to the Franklin County Common Pleas Court in 1989. She quickly learned that in cases where mental illness has influenced a defendant’s criminal activity, there might be a more

effective way to serve the defendant. In 1996, Stratton was appointed to the Supreme Court of Ohio and during her tenure, she transformed the way Ohio’s courts manage cases with mental illness as a contributing factor.

“I gave more than 100 speeches the first time I ran for the Supreme Court, I would only talk about convening mental health and criminal justice professionals to initiate changes in the court system. While having a unique opportunity to spread the word, I could be the voice for the voiceless,” Stratton shared. After the success of mental health specialty courts, Stratton turned her attention and advocacy to developing veterans’ courts. As president of the Ohio Military and Veterans Legal Assistance Project, she works to expand and support the statewide referral system that connects veterans and military families to pro bono lawyers, bar associations, legal aid and law school clinics.

TRANSCRIPTFall 2017

Storar

IN T

HIS

ISSU

E #GivingTuesday 2017 / P3

ALL RISE / P4

2015 and 2016 Financial Statements / P6

Honor. Remember. Celebrate. / P7

Nominate an OSBF Fellow / P8

Community Service Award Winners / P8

In Memoriam / On the Docket / P8

Stratton

2

Stephen F. TilsonRamey Award for Distinguished Community Service

Past Ohio State Bar Foundation President Stephen F. Tilson is known for his depth of compassion, honor and courtesy. Former Ohio State Bar Association and Foundation President Steve Chappelear wrote in his

nomination, “Steve has truly spent his entire life in service to others. He puts service above self. He holds himself to the highest standards of ethics, civility, collegiality and professionalism. To see Steve in action is to see the very best standard for all lawyers to be.”

Born in Nashville, Tennessee, Tilson was exposed to social injustice at an early age. His father, Dr. C. Everett Tilson, was a minister and an activist in the Civil Rights Movement, and marched alongside Dr. Martin Luther King, Jr. while fighting for equal rights. Tilson says it was the actions of his father and Dr. King that influenced his choice to put others above self – he says that they “…taught me that we all share a common humanity.” Whether he is mentoring young juvenile offenders, working with Ohio’s Mock Trial, We the People or the Youth for Justice programs, he is happiest helping others find their way. He also serves on the Board of Editors for the Ohio Lawyer Magazine and mentors young lawyers through the Supreme Court of Ohio’s Lawyer to Lawyer mentoring program. Tilson says that the work he completes in his community including, leading the School Parent Teacher League, campaigning for school levies, serving on the Galion Community Center YMCA, the Crawford County Community Mental Health Board, the Galion Area Chamber of Commerce and the Crawford County Business/Education Advisory Council, have been some of the highlights of his volunteer work.

Sisters In LawOutstanding Program or Organization Award

Sisters In Law is a program within Mom’s House of Toledo,

a childcare center helping low-income, single moms break the cycle of poverty by providing them with

intervention and wraparound services needed to achieve their educational goals. Sisters In Law was born from the increased frequency of legal issues that were derailing moms and making it almost impossible for them to reach their dreams. Through a partnership with local attorney Gretchen DeBacker and the Toledo Women’s Bar, Sisters In Law was established. Today, 22 lawyers volunteer as legal counsel, friends, mentors and life coaches. What began as legal support has blossomed into friendships and fun. A key component of Sisters in Law is that they recognize that support comes in many forms, which is why they host cooking classes, fashion shows and makeovers for work-appropriate looks. Even movie nights are included in the fun. As Gretchen says, “We are empowering young women so that they, too, can invest in others, the first being their own children. This amazing ripple effect is unlimited as to the good it will do for generations.”

Michael W. KelleyStatewide Community Service Award for Attorneys 40 & Under

Michael Kelley is a Columbus lawyer who is as busy with his volunteering as he is in practicing law for the family business, Donald W. Kelley & Associates. Michael’s grandfather, Donald, started the business and it

is by his grandfather’s words that Michael lives his life in service to others. Michael remembers his grandfather’s mantra: “What do you have that has not been given to you? – Nothing – so understand your good fortunes.”

As a Board member for Homeport, a Columbus organization working to create dignity, security and opportunity for families through quality, affordable homes and strong community, Kelley is continuously looking for ways to create impact. He also serves on Homeport’s Young Professionals Group, raising money to provide camps and program opportunities for the children of the families they help. Kelley serves on the boards of St. Stephens Community House, St. Charles High School and the Board for Advocating Opportunity, an organization working with survivors of human trafficking. Kelley also volunteers with Big Brothers Big Sisters, the Legal Aid Society of Columbus and is a camp counselor for the Muscular Dystrophy Association.

Tilson

Kelley

To see Steve in action is to see the very best standard

for all lawyers to be.

What do you have that has not been given to you? – Nothing – so understand your good fortunes.

3

ARE YOU READY FOR #GIVINGTUESDAY?Your generosity continues to inspire us. On November 28th, we’ll celebrate our 3rd annual day-of-giving campaign, but we need your help to reach our goal of $20,000.

We simply need five minutes of your day.

Jump online at osbf.org to make your gift to the Foundation by clicking “Donate Now.” Then share your support on your social media accounts. That’s it! Make your gift and tell your friends. No need to share the details of your gift—you can post the general statement from our donation page or create your own.

Not on social media? You can still help by making your donation by mail or calling in your credit card. Afterward, send an email or personal phone call to your network of colleagues, friends and family to encourage them to make a donation. Not sure what to say? Contact Tammy Savage at 614.487.4477 or by email at tsavage@osbf.net if you’d like suggested text or language to use – we have plenty of resources to help you help us for this unique day.

PRESIDENT cont.

Through our grantmaking efforts, we continue to infuse communities across the state with legal support. During our spring grants cycle, we awarded seven law-related organizations funding for a number of exciting programs and projects, totaling $363,922 in support. Our fall grants cycle is sure to have a substantial impact as well. We received 18 applications totaling over $750,000 in requests. Fall grant recommendations will be reviewed at our November 3 Board of Trustees meeting.

Just a few weeks ago we celebrated our Annual Awards Dinner where we honored civic-minded attorneys who are committed to serving their communities. The evening was full of stories of those who make conscious efforts to help others. If you were unable to join us, I encourage you to join us next year for this amazing night on Friday, October 5, 2018 at the Polaris-Hilton. Visit our website for photos and a complete list of sponsors who so generously support our efforts.

We’ve also revamped our website this year and moving from .net to .org has been quite a change! Please visit us at osbf.org to get the latest information on our awards, grants and programs. You can also find forms on our website, including those for Fellows nominations. Please take a moment to nominate someone (self-nominations are welcome) for this distinguished honor by Friday, December 15, 2017.

Join us for our 3rd annual #GivingTuesday on November 28, 2017. We’ll continue preparing for the release of the RFP for our Strategic Grantmaking efforts and much more.

I hope you join me in closing out the year with great energy and enthusiasm.

Thank you, Andrew C. Storar

Through our grantmaking efforts we continue to infuse communities

across the state with legal support.

4

Distinguished Life Fellow, Kraig E. Noble and President and Distinguished Life Fellow, Andrew C. Storar

OSBF Immediate Past President and Distinguished Life Fellow Thomas P. Moushey

OSBF Trustee and Distinguished Fellow Kathleen Allmon Stoneman and President and Distinguished Life Fellow Andrew C. Storar

OSBA President and Fellow Randall M. Comer and Tamara Comer with Fellows Dennis Yacabozzi and Elena Drakatos

OSBF President-Elect and Distinguished Life Fellow Carol Seubert Marx and President and Distinguished Life Fellow Andrew C. Storar

Life Fellow Steven R. Smith and Fellow Edward M. Smith

OSBF Trustee and Life Fellow Thomas J. Bonasera, OSBA Executive Director, OSBF Trustee and Fellow Mary Amos Augsburger and OSBA Past President and OSBF Distinguished Life Fellow Jonathan Hollingsworth

OSBF Trustee and Life Fellow Thomas J. Bonasera and

OSBF Trustee and Distinguished Life Fellow John S. Stith

President and Distinguished Life Fellow Andrew C. Storar and OSBF Executive Director and Fellow Lori L. Keating

ANNUAL AWARDS DINNEROCTOBER 6, 2017

NETWORK & NIGHTCAP SPONSOR

Pam and Andy StorarIn honor of Suzy and Tom Moushey

TABLE SPONSORSArnet Technologies

Kitrick, Lewis & Harris Co., L.P.A.Ohio State Bar Association

Pickrel, Schaeffer and EbelingRobson Forensic

Subashi & WildermuthThompson Hine

The Kelley Family in honor of Michael W. KelleyVorys

HONOREE SPONSORSAce Investigations

Affinity Consulting GroupMcClain & Belardo Attorneys, LLC

Spectrum Reporting

PROGRAM SPONSORC Side Creative, LLC

GRANTEE VIDEO SPONSORThe 5 Stones Group

We are grateful to our Sponsors. This event was made possible because of your generosity.

THANK YOU.

5

DINNER SPONSOR

WELCOME RECEPTION SPONSOR

The Ritter Award winner, Life Fellow Retired Honorable Evelyn Lundberg Stratton

Ramey Award for Distinguished Community Service and Distinguished Life Fellow, Stephen F. Tilson

Gretchen DeBacker representing Sisters In Law, recipient of the 2017 Outstanding Program Award

Statewide Community Service Award for Attorneys 40 & Under recipient,Michael W. Kelley

6

2015 AND 2016 FINANCIAL STATEMENTS

The financial information included in this report has been extracted from the audited financial statements. The audit was performed by John Gerlach & Company, LLP, who expressed an unmodified opinion on the financial statements. A complete copy of the audited financial statements is available upon request.

6

13.95%$185,727

12.80%$166,400

64.78%$862,329

8.75%$116,526

Fellow Contributions, Net of DiscountIncome on Securities, Net of FeesContributed ServicesOther Revenue & Support

2016 REVENUE SOURCES

42.65%$759,151

24.94%$443,939

12.24%$217,871

16.99%$302,462

3.18%$56,640

Grants Awards, NetPrograms, Publications & AwardsGrantmaking AdministrationManagement & AdministrativeMarketing & Development

2016 USE OF FUNDS

STATEMENTS OF FINANCIAL POSITION

STATEMENTS OF ACTIVITIES

As of Dec. 31 2015 2016

Assets $34,570,630 $35,902,122

Liabilities $287,418 $192,681

Net Assets $34,283,212 $35,709,441

Total Liabilities $34,570,630 $35,902,122& Net Assets

For Years Ended Dec. 31 2015 2016

Operating Revenue, $1,338,242 $1,330,982Gains & Other Support

Expenses $1,477,896 $1,780,063

Other Changes ($1,226,510) $1,875,310Net realized & unrealized gains(losses) on marketable securities

Change in Net Assets ($1,366,164) $1,426,229

Net Assets $35,649,376 $34,283,212Beginning of Year

Net Assets $34,283,212 $35,709,441End of Year

7

We Honor:

Hon. Ronald B. Adrine / Ret. Hon. Colleen Conway CooneyAlison M. Belfrage / 2017 Ohio State Bar Foundation Board of TrusteesJohn M. Curphey / Hon. Jack ZouharyJoseph C. Falbo / Lee E. BelardoHoward H. Harcha, Jr. / Hon. William H. HarshaLynn Jensen / Hon. James D. JensenSuzy and Tom Moushey / Pam and Andy StorarOhio State Bar Foundation / James L. PetersAndrew C. Storar / Caitlin and Brian Stewart, Michelle L. KranzStaci M. Waterman / Stephen F. TilsonStephen F. Tilson / Eric and Alison Belfrage, Debra A. Garverick, Lowell and Dolores Garverick, Beth Ann Gillespie, Velda K. Hofacker, Thomas & Kimberly Lammers, Carol Seubert Marx, Robert C. Neff, Jr., Diana L. Ramos-Reardon, Dusty and Jan Redmond, Kathleen Allmon Stoneman, Michelle L. Kranz

We Remember:

Fred J. Ball / C. Lynne DayFrank E. Bazler / Judge & Thomas K. Jenkins, Carol Seubert Marx, Reginald S. Jackson, Jr.Hon. J. Ronald Bowman / Reginald S. Jackson, Jr.Richard Messerman / C. Lynne DayCarole S. Dougherty / Ronald W. DoughertyGibson L. Fenton / Hon. John T. StelzerCheri Hass / Michael Oser, Nadine Van Dyke, Devon Oser, Brett HudspethHelen Leppla / Carmen V. RobertoNeil Light / Mechelle ZarouChief Justice Thomas J. Moyer / Amy W. MacDonald & Randall T. ShepardJerry B. (Lightfoot) Murray and Michael T. Murray / Dennis E. Murray, Sr.Dominic Musitano / Alfred E. SchraderHon. Michael O’Malley / Pamela & Allen HeringhausHon. Ray Pianka / Ret. Hon. Colleen Conway CooneyHoward Ramey / Reginald S. Jackson, Jr., Carol Seubert Marx, Carmen V. RobertoAnthony A. Roberto, Sr. / Ohio Bar Liability Insurance Company, Carol Seubert MarxHon. William Skow / Mechelle ZarouEdward & Dolores Thompson / Lee A. Thompson

HONOR. REMEMBER. CELEBRATE.Honor the exceptional, celebrate an occasion or recognize the significant people in your life with a charitable gift to OSBF. Tribute gifts are an easy way for you to support OSBF grantmaking initiatives and to ensure special colleagues, friends and family receive the statewide recognition they deserve. To dedicate your gift, call 614.487.4477 or visit osbf.org and click “Donate Now.”

Gifts made between March 1, 2017 and September 28, 2017

TRANSCRIPT IS PUBLISHED BY THE OHIO STATE BAR FOUNDATION OSBF.ORG

614.487.4444 TEL 800.282.6556 TEL 614.487.8494 FAX

1700 Lake Shore Drive P.O. Box 16562 Columbus, Ohio 43216-6562

2017 BOARD OF TRUSTEESAndrew C. Storar, DaytonPresident

Carol Seubert Marx, LancasterPresident-Elect

Thomas P. Moushey, Alliance Immediate Past President

John S. Stith, Cincinnati Treasurer

Lori L. KeatingExecutive Director / Corporate Secretary

Mary Amos Augsburger, Columbus Thomas J. Bonasera, Columbus Jeffrey A. Brauer, Cleveland J. Kristin Burkett, Newark Randall M. Comer, Springfield C. Lynne Day, Willoughby Hon. David A. Hejmanowski, Delaware Velda K. Hofacker, ColumbusKaryn Justice, Athens Mark M. Kitrick, ColumbusRonald S. Kopp, AkronMartin E. Mohler, ToledoDrew Odum, Akron Kathleen Allmon Stoneman, CarrolltonNirakar Thakur, Toledo Robert F. Ware, Cleveland William K. Weisenberg, Columbus

Lori L. Keating, Executive Director lkeating@osbf.netTammy Savage, Director of Donor Relations tsavage@osbf.netLiz Volpe, Program & Events Manager lvolpe@osbf.netStaci M. Waterman, Database Administrator swaterman@osbf.netJulia Wyche, Grants & Communications Specialist jwyche@osbf.netTiffany Patterson, Administrative Assistant tpatterson@osbf.netBeverly Graves, Consulting Program Coordinator bevgraves4@gmail.com

RECIPIENTS OF THE COMMUNITY SERVICE AWARD FOR ATTORNEYS 40 & UNDER, FALL 2017

IN MEMORIAMThe Foundation is saddened to learn about the passing of A. David List of Newark, Henry W. Davis of Canfield, Irvin M. Milner of Lyndhurst, Keith McNamara of Columbus, Michael E. O’Malley of Ottawa, Lloyd E. Fisher, Jr. of Columbus, Ret. Hon. J. Ronald Bowman of Toledo, Charles E. Crowley of Columbus, John G. Hunter of Upper Sandusky, Joseph A. Oths of Baton Rouge, LA, and Fred J. Ball of Cleveland.

@_OSBF_

www.facebook.com/OhioStateBarFoundation

NOMINATE TO THE OSBF FELLOWS PROGRAMDo you know a lawyer whose career demonstrates outstanding dedication to the welfare of the community? Nominations – including self-nominations – are due by Friday, December 15, 2017.

Forms are available at osbf.org/take-action/become-a-fellow/For additional information, contact Liz Volpe at lvolpe@osbf.net or 614.487.4474.

ON THE DOCKETBoard of Trustees Meeting November 3, 2017#GivingTuesday November 28, 2017Fellows Nominations Deadline December 15, 2017

Fellows Pledge Contributions Deadline December 31, 2017Grant Application Deadline February 15, 2018

Tonya J. Hunter, District 3Marathon Petroleum Company, LP

Katherine S. Decker, District 4Shumaker Loop & Kendrick, LLP

John M. Buchenic, District 18The Law Office of John Buchenic

Lauren E. Bartlett, District 16Ohio Northern University

Brian N. Gernert, District 5Kennedy Purdy Hoeffel & Gernert LLC

Rebecca D. Louks Waigand, District 8Oths, Heiser, Miller, Waigand & Clagg, LLC

Melissa M. Tuttle, District 6Clark County Common Pleas, Clerk of Courts

Stephan P. Babik, District 14Stark County Prosecutor’s Office