2010 Annual Report - The Troy Foundation
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What is Community The Troy Foundation Annual Report 2010 We don’t accomplish anything in this world alone … and whatever happens is the result of the whole tapestry of one’s life and all the weavings of individual threads from one to another that creates something. … Sandra Day O’Connor Community is… Dear Friends of the Foundation: What is community? It is more than a place you live. It is a feeling, a sense of belonging somewhere that nurtures you as a person and gives you a sense of caring about the place, the people and the quality of life. It’s what makes a "place" feel like a hometown. The Foundation’s founder, Augustus Stouder, understood this feeling as he set out to give back to and improve upon his beloved Troy. His initial donation of $151,641 to establish The Troy Foundation inspired others to follow his lead. Because of these solid beginnings, along with generous donors throughout the years, The Troy Foundation has been able to continue its commitment to improving the quality of living in and around Troy. The year 2010 was no different as many grants were awarded to fill a wide variety of requests. As an example, we presented a $5,500 grant to the popular Festival of Nations which celebrates the culture, food and entertainment of a different country each year. In another grant we gave Habitat for Humanity $10,000 for their Neighborhood Stabilization Program, helping those less fortunate help themselves. An organization that makes Troy such a beautiful place to live is Troy Community Works! The Troy Foundation awarded them $3,000 in support of their Make A Difference Day. The grant financially assisted a team of almost 300 volunteers who completed building projects, did landscaping and performed maintenance work for area non-profit organizations. We sincerely thank all our donors and staunch supporters who continue to help each and every year to make the grants possible. Because of you, we can work together for the common good...and that is what community is all about. Melissa Kleptz Executive Director The Troy Foundation Serving the needs of the community through the operation of the Foundation. GOVERNING BOARD Wanda Lukens President Brian Williamson William Fulker Vice President Arthur Haddad James Johnson Representative Distribution Com. TRUSTEES’ COMMITTEE Mark Douglas Representative Trustees’ Com. Thom Robinson TRUSTEE FINANCIAL INSTITUTIONS Fifth Third Bank of Western Ohio, MainSource Bank, US Bank, and OneTrust Financial. David Dippold Mark Douglas David K. Selsor Judith K. Hartman DISTRIBUTION COMMITTEE Arthur Haddad Chairperson Brent Black Joan Heidelberg Ted Mercer Craig Wise The five-member committee meets quarterly and makes allocations after carefully reviewing the grant applications. Distribution Committee members are volunteers who are chosen for their knowledge of the community and its charitable needs. They are eligible to serve two consecutive five-year terms. Two members are appointed by the Trustees’ Committee of the Foundation. One member each is named by the following: Presiding Judge of the Court of Common Pleas, Presiding Judge of the Probate Court, and Board of Education of the Troy City Schools. STAFF Melissa A. Kleptz Lisa Reynolds Executive Administrative Director Assistant Cheryl Leonard Program Officer Kimberly Riber Finance Officer Robert N. Schlemmer Secretary History of The Troy Foundation We cannot live for ourselves. A thousand fibers connect us with our fellow man. …Herman Melville Augustus G. Stouder, founder of The Troy Foundation, likely did not appreciate or understand the concept of “community” while he was growing up. He was born in August of 1850 in the farmlands of Indiana, and moved to Iowa when he was six years old. He was one of six siblings who were orphaned when their mother died after their relocation. They were raised by a variety of relatives and had little formal education. In spite of his humble beginnings, Stouder developed a solid work ethic along the path to maturity, enhanced by natural intelligence, integrity and strength of character. Fortunately for Troy, he headed this way to use his gifts to pursue his dreams of success. He began with a meager $300 and bought the Troy Carriage Sun Shade Company. After turning it into a successful business, he sold his interest in 1904 and bought shares in Hobart Manufacturing Company. He became an integral part of Hobart and served as its president until his death in 1929. As an astute businessman, Stouder was aware that it was as important to give his attention to the community in which he thrived as it was to devote time to his company. He became deeply interested in nurturing the entire spectrum of the community, from its schools and cultural groups to its charitable organizations. Since Stouder was a bachelor who saved the greater part of his fortune, he was able to follow through in his desire to enrich the community by establishing The Troy Foundation with a $151,641 bequest. Since then the organization has grown to encompass nearly 200 funds with assets of over $56 million. Augustus Stouder may not have developed a sense of community during his early years; however, he knew it when he encountered it in Troy, Ohio, USA. He said, “It was a fortunate day when I came to Troy. The place is dear to my heart.” Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 Donors of The Troy Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Partners in Giving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 Balance Sheet and Income Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13 Distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 Fund to Fund Transfers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20 Pictorial Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 How to Become a Part of The Troy Foundation . . . . . . . . . . . . . . . . . . . . . .23 Table of Contents Funds in The Troy Foundation The Troy Foundation has 200 funds providing income to grants, which are determined by the Distribution Committee in response to the Request for Grant Applications which are reviewed quarterly for educational, recreational, health-related, and other community causes. Most of the funds in the Troy Foundation operate as perpetual endowments, distributing only their net income, others distribute principal, either at a specific time set forth at the fund’s creation or at the suggestion of the fund advisors. There are six categories of funds in The Troy Foundation: Unrestricted funds, Donor Advised funds, Field of Interest funds, Designated funds, Scholarship funds, Organizational Endowment funds. The Unrestricted funds enable the Foundation to be flexible and responsive in the grantmaking process while the other funds are in place to meet specific needs. These funds have been created by individuals, corporations and non-profit organizations to carry forth the philosophy of The Troy Foundation. New Funds THE FOLLOWING FUNDS WERE ESTABLISHED IN 2010: Gladys J. Burnett Fund Amber Detrick Memorial Early Childhood School Fund of the JVS Education Foundation Fund Doris Luckett Scholarship Fund of the JVS Education Foundation Fund The Lucy Fund Miami East Alumni Association Fund Sarah Merritt Memorial Scholarship Fund Miami County Park District Capital and Memorial Fund Van Horn Scholarship Fund Legacy Society Funds Bailey Family Fund for Planned Parenthood Frank E. and Virginia H. Bazler Fund Dale and Sarah Sayre Fund For a complete listing of the funds in The Troy Foundation, please visit our website at www.thetroyfoundation.org power In every community there is work to be done. In every heart there is the power to do it. …A. D’Angelo 3 The Troy Foundation Donors of The Troy Foundation Individuals, organizations and businesses can donate in a number of ways. The Foundation’s Unrestricted Fund is the main source of support for the grant request dollars. Applicants for funding are also served through other special funds: those designed for a specific charity, or those set up to support a particular area of interest. Others supply funding especially for scholarships or for organizational endowments. Whatever your intent for giving, there is a fund waiting for your consideration. The following pages contain the names of the generous individuals, organizations, and businesses that contributed to The Troy Foundation in 2010. AC Crane Service LLC Keith and Deborah Achor Action GBW Ann Adams Norma Adams Paul and Belinda Adams Richard and Sandy Adams ADF Medical Services Gregory and Sarah Adkins Michael and Charlotte Akers Shivani A. Alamo Charles and Kathryn Allen Scott and Kay Altenburger American Legion Clifford Thompson Post 43 Allan and Nancy Anderson Joanne S. Anderson Jonathan and Kathy Andrews Frank Anthony Michael and Jennifer Anticoli Brian Ares Frank and Linda Ares Mark and Wendy Ares Brent and Catherine Armentrout Anthony and Joyce Armocida Mark and Cameron Armstrong Robert Armstrong James P. Arndts Herbert and Barbara Arnold Mark and Sandi Arnold Glen and Patricia Ash Bob Ashworth Atkins-Shively Funeral Home Molly Auld B & D Portable Toilet Rental Michael and Carol Baer Barbara Jo Bailey Joe and Wanda Bailey Betty Bair Baird Funeral Home Robert and Ann Baird Jane E. Baker Jerry and Brenda Baker Leesa A. Baker Steve and Martha Baker Todd and Katherine Baker Tom and Diane Barbee Joe and Pam Barga Cynthia S. Barhorst David and Judy Barhorst Kevin and Kristin Barkow Brett and Jessica Barnes Barrett Paving Materials Inc. Stephen and Kathleen Bartalo Margaret Batdorf Terry and Linda Bauer Jon Baumhauer Frank and Ginni Bazler William D. Beagle Michael and Ginny Beamish Tina J. Beamish Becker Construction, Inc. Yvonne Becker Charles and Paula Bell John and Elizabeth Bell Belva J. Bemus Brian and Catherine Bensman Dennis and Jane Bensman Mark T. Bentley DDS Inc. John and Kay Berk Johannes and Mae Berkel Anthony and Bonnie Bernardino Jeffrey and Brenda Bernhold Jack and Mary Jo Berry Arthur and Karen Besecker Bethel Business Services Robert and Barbara Billings Dan Bird Shannon M. Biros Betty L. Bishop John Blackburn Allen Blackmore Dorrie A. Blackmore Raymond A. Blake Robert and Vickie Blakey John and Sandra Bliffen Bob Evans Restaurant Michael and Deborah Bogart Robert and Lisa Bollinger Francis Bontrager Alfred and Mildred Borchers Ed Borchers Martha Borchers Ron and Kay Borchers George Boriff Scott Borror Donald and Zola Bouquot Cleon Bowers Ruth Bowers Julia Anne Bowlin Kathy Bowman Kenneth and Fairy Bowman Nancy Bowman Patricia Bowman Brian and Angela Boyd Robert and Anna Bradley Jr. Robert and Carolyn Bradley Steven and Mary Ann Brandell Richard and Mary Lou Brautigam Deborah L. Brayfield Eric and Alysia Brazel Brethren Retirement Community Betty Brewer Rev. Trust Agr. Brewhouse Carryout, Inc. Myrle W. Briggs Broadway Sand & Gravel, Inc. Broadway Technology Fund Michelle A. Brooks Brown’s Sweet Shop & Bakery, Inc. Barbara Brown Freda E. Brown John and Tiffany Brown John and Carole Brown Sr. Keith A. Brown Leon Brown Patricia A. Brown Philanthropy is not just for the wealthy. All sizes of contributions added together make good things happen. The Troy Foundation 4 DONORS CONTINUED Terry and Jennifer Brown Brukner Nature Center Ed and Ruth Brumbaugh Robert and Linda Brundrett Steve and Julie Bruns Marianne Brunswick James and Theresa Brytus Buckeye Concrete Pumping, Inc. Darwin and Gila Bucy Bud Runner’s Hay Money Mary Ellen Buechter Thomas and Cheryl Buecker Matthew and Jennifer Buehrer Helen Buirley James Burkhardt William Burnett Douglas and Sharon Buse John and Monica Bush Michael and Janet Butsch C.M.A. Supply Co., Inc. James Caccamo and Joyce Platfoot Cadet Activities Fund US Coast Guard Academy Bruce and Patricia Cahill Martha Cain Bruce and Jean Calladine Phillip and Nancy Calland John and Vicki Campbell Douglas and Marilyn Carey Christopher and Jennifer Carpenter Nancy W. Carson Estate of Howard B. Cary and Harriet H. Cary Elizabeth Casey Sue Casteele Jolynn Caven Danny and Kimberly Cecil Central Buckeye Conference Central District Athletic Board O. Jess Chamberlain Shawn and Jodi Chaney Charles Schwab Foundation Jawn and Rita Chasteen S. Howard Cheney Martha Chipley Stuart and Susan Chow David and Tammy Christian Douglas and Sondra Christian Christiansburg-Jackson Alumni Church of the Brethren Claggett & Sons, Inc. Alan and Eileen Clark Classic Products, Inc. Matt and Amanda Cleckner 5 The Troy Foundation Scott and Susan Clodfelter Thomas and Amy Cochran Robert and Robin Cole Steven and Lisa Colebaugh Patricia A. Coleman Deborah Collins Frank and Mary Collins Thomas and Angela Collins Community Minded Women Tom and Cheryl Compton Gloria G. Conard Concord Alumni Dan and Tammy Conley Frank and Theresa Cooley Deborah A. Coons Cooper’s Catering Donald and Monica Cooper Linda K. Cooper Heidi L. Coppock Lewis and Madalin Coppock Keira Corbett Corna Kokosing Construction Company Cheryl B. Cotner Ellen K. Cotterman and Stanley A. Evans Daniel and Corine Couch James and Rebecca Coughlin Nathan and Christine Counts Robert and Joan Counts Philip and Lois Cox Kevin Cozart Michael and Linda Cramer Crane Fund for Widows and Children Dale and Susan Creamer Thomas and Joan Creech Robert and Mary Janie Creecy Craig and Rosemary Critchley Robert Crouse Cron-Chaney Funeral Homes, Inc. Bradley and Robyn Crow Jane Cullis Richard and Leslie Culp Katie M. Curnes D&M Excavating, Inc. Christopher and Virginia Dahm Jacquelyn Dallman James and Teckla Dando Jr. Stephen and Jennifer Daniel Nancy Dankof Wayne and Denise Dannels Rebecca Davidson Davis Technical Sales Carole A. Davis Danny and Linda Davis Darrell and Shelly Davis Donald and Jeanne Davis Gloria Davis Lowell and Mary Davis Marcia Davis Rickey and Sherrie Davis Robert and Miriam Davis Ronald and Meridith Davis Roy and Mary Davis William and Mary Davis Alice Davisson Kenneth and Joyce Deal Brian and Carli Dean Thomas and Laura Deffet Patricia M. Dell Jennifer Demczyk Gerald Demers Thomas and Jill Demmitt Bart and Teresa Denlinger Rafael and Barbara Deschapelles David and Kay Detrick Eugene and Eleanor Dibert Steven and Kanchan Dibert Daniel and Beulah Dickerson Sharon Dill Kenneth and Georgia Dinsmore Richard and Cheri Dinsmore David and Kimberly Dippold Arthur and Joanne Disbrow Pamela Dishman Harold and Faye Dittemore Christy L. Donnelly Dennis Donnelly Aaron and Rhonda Dorsten Double Jay Construction, Inc. Ann Drake Scott and Angela Druley James and Sandra Duff Sara Duff Jean M. Dugan James and Carol Dunkel Robert T. Dunlevey Jr. Thomas and Sandra Dysinger Michael and Stacey Earhart William and Beth Earhart Michael J. Early Fonda Lou Eaton Gerald and Valerie Eberly Linda Edmiston Althea F. Edwards Frederick and Louise Egbert Jack and Connie Jo Egbert Douglas and Arlene Ehlers El Sombrero Restaurant John and Suelynn Elder Jerry and Loretta Eldred Donna Elleman Charles and Wilma Elsass Clarence and Margaret Elsass Energy Optimizers, USA., LLC Catherine Eng David and Karen Engelbert Eugene and Kathryn Epperson Epperly Leasing, inc. Mark S. Erisman John and Cindy Ernst Ronald and Kathie Erwin Daryl and Bonnie Evans Fred and Joan Evans John F. Evans Sonia Ewald Lyle and Holly Faler Ronald and Diane Farrenkopf Faulkner Farms Vicki A. Fay Feldman Realty Diana Feldman-Smith Gary and Marilyn Fennel Joe and Judith Fergus Ferguson Construction Company Caroline Field Gavin M. Fielden and Ms. Lisa A. Winterhalter Financial Achievement Services, Inc. First Presbyterian Church First United Methodist Church of Troy Wayne and Linda Fischbach Mark and Kemberli Fischer Fish of Shelby County, Inc. Walter and Karen Fishburn Amy Fisher Wayne and Carole Fisher Rosemary Fitzgibbon David and Marcia Fletcher Richard and Pamela Fontaine Helen Foster Four O Corporation dba Oil Distributing Co. Richard and Joyce Fraas Carla M. Frame Lester and Carol Francis Mark and Marie Francis Patrick and Susan Francis Tom Francis Franklin Masonic Lodge #14 Mildred D. Frantz Fraternal Order of Eagles #2347 Fraternal Order of Police Lodge 58 Robert and Sandy Freese George and Gaye Frey John and Ann Frigge Frisch’s Restaurant, Inc. Kathy Froehle Gary and Deborah Froelich Merle and Karen Frymyer Joseph and Leigh Ann Fulford William and Kim Fulker Fullenkamp’s Frenchtown Trailers Sales & Supply Co. Myron and Cheryl Fuller Barbara Fulton Thomas and Susan Funderburg G.L.R., Inc. Larry and Kathleen Gagnon Tom and Susan Gagnon David and Tracey Gaier Carl and Linda Gallagher Carolyn Gallehue Allan and Tami Ganley Charles A. Gard Mark and Janet Garlikov Luis Miguel Garzon Vega Terry and Louretta Gaston Wilma K. Gaston Rod Gasvoda Patrick and Margo Gavit Matt and Jessica Gearhardt Vickie S. Gearhart Christopher and Kathleen Gee Steven and Loretta Gellatly Wayne and Ruth Ann Gerber Michael Gerlaugh Irvin and Lenore Gerling Roger and Sue Gessaman Susan M. Gessaman Verabel Geuy Wallace and Nan Ellen Geuy John and Barbara Gibbons Gibson & O’Keefe Co., L.P.A. Pamela S. Gibson Thomas and Angela Giere John and Norma Gillfillan Stephen and Sue Gilliam Larry and Shirley Gilliland Kelly and Dolores Gillis Sr David Givens Jeannine Gleason Mary Glett Catherine Gohrband Mark and Connie Goldner Frank and Paula Goldsberry Alan and Wanda Goldstein Grace C. Goodall Goodrich Corporation Goodrich Foundation, Inc. Andrew J. Goodwin and Sarah H. Heil Brian and Kerry Gootzeit Kathy Gorby Susan Gorey Dave and Jane Goubeaux Gerald and Gee Gee Gracy The Gracy Family Trust Richard and Lillian Graef Richard and Lori Graff Cynthia B. Graham Dallas and Sherry Graham Loretta K. Graham Mary Jo Granger Ralph and Betty Gray Luella Green Mary Ruth Green Carl C. Greer Verlia Gregory Gene T. Gretch Ken and Tammy Grilliot David and Kelly Grim Todd and Jill Grimes Bradley and Patricia Gross Virginia Gross Lois J. Group Maxine Group James Grove Rita M. Grump Dennis and Violet Gump Larry Gustin Reed and Deborah Haas Ann Thompson Hackett Revocable Trust Arthur and Gail Haddad Jason and Beth Hadden Ronald Hagen Lorrie Hager Barbara Halderman Gail Halderman Richard Halderman James and Judith Hall David and Anita Hamber Alex B. Hamilton Hamler-Gingrich Insurance Agency, Inc. Steve and Janice Hamman Leo and Ginger Harding Jerry and Jean Harmon Pamela Harrell Harris Jewelers Carolyn Harris Sally A. Harris Stephanie Harris Harrison-Adams Alumni Kim Harshbarger Scott and Janice Harshman Jim Hart Bryce and Lara Hartman Judith Hartman Jewell Hartshorn Michael L. Hartshorn James and Jacqueline Hartzell Thomas Hartzell Bryan and Amy Harvey Susan K. Hastings Betty Hatfield Barbara Haven Thomas and Mary Hawkins Laura Hawthorn T.H. and Sarah Haydon Jr. Donald and Rose Mary Heffner Joan C. Heidelberg Anthony and Cheryl Heinl Rick and Lyn Heinl Judith Heintz Charles and Georgia Heisey Larry and Joyce Heisey Russell and Catherine Helmlinger Rose Hemm Stephen and Beverly Hemmelgarn David and Brenda Henagen J. Richard Henke Bertram and Shirley Hensel Jerome and Cheryl Herbe Russ and Jo Hermes Randy and Carol Herron Cindy Hershberger Wilbert and Nora Jane Hershberger Mark and Carol Hess Greg and Kimberly KapplerHewitt Highland Local School District HighTec Industrial Services, Inc. Robert and Shirley Hill Matthew and Larissa Himmeger Friday Night Summer Concerts on the Square “We like the fact that you can come down and be among your neighbors and friends, and get to see people that you know.” The Troy Foundation 6 DONORS CONTINUED Rodney and Laura Hinders John and Karen Hinze Hirsch Roofing Hobart Brothers Company Carolyn B.Hobart Edward and Marilyn Hobart Michelle M. Hobart William and Julia Hobart Duane Hobbs Patrick Hodges Donald and Karen Hoening Lynn Hoffman Joseph and Jean Hogle Rita Hollandsworth Kent Hollis Rick and Elizabeth Hollis Kipp E. Holloway Thomas and Barbara Holmes Patricia I. Holt James and Louise Holter Mike and Mary Holthaus David and Amy Homan Ivo and Norma Homan Honda of America Mfg. Inc. Robert and Kristen Honeycutt Gordon Honeyman Reinhard and Ingeborg Honzak Virginia D. Hoover Gregory and Cathleen Horn Steve Hottle Troy and Shanon Hounshell Maralyn T. Houser Adrienne Howell Jason and Tara Howell Robb and JoAnn Howell Robert and Florence Huels Stephen and Lu Ann Huels Megan Huelsman Robert and Ann Huelsman Huffman Landis & Weaks Co., LPA Arlene J. Hughes Brent and Marla Hughes Phillip Hughes Douglas and Susan Hulme Elleanor Hunt Stephen and Michele Hunter Jeff and Judy Hutchins Sheffield Hyde Ellen Hysham Jeremy and Irene Imboden Improved Order of Redman Tonquas Tribe No. 222 Nina Iredale Jeffrey and Ellen Ireland Kenneth and Miriam Irwin ITW Foundation 3-for-1 Employee Matching Gift Program J & L Wood Products, Inc. Mike and Karen Jackson Judi Jacobson Joe Jacomet Sally A. Jason Joe and Christine Jenkins Peter and Ruth Jenkins Robert and Peggy Jenkins Joerg Family Revoc Living Trust John J. Murphy, D.D.S., Inc. Dustin and Shirley Johns Michael and Harriett Johns Alfred and Marion Johnson James B. Johnson Kevin and Rachel Jones Mark and Cindy Jones Matthew and Nicole Jones Wesley and Rosemary Jones Richard and Gail Jordan Kelly and Amy Joseph Brian and Jennifer Kadel Maryann Kairnes Kevin and Nikki Kallmeyer Robert and Norma Karnehm Michael and Cynthia Keenan Stanley Kegley II Thomas and Melissa Keller Brian and Amy Kemp Kendell Construction Company Kentner Sellers, LLP Colleen Kenworthy F. Leonard and Lisa Kenyon II Kerber Sheet Metal Works, Inc. Dan and Carole Kerber Grant and Beth Kerber Kevin Mote Petroleum Distributor, Inc. Tad and Carolyn Kiefaber III Glenn and Rebecca Kiefer Sondra K. Kilgore Stewart King James and Vanessa Kinninger Gregory and Trudy Kinnison Phillip S. Kinstle Brian A. Kirby Kenneth and Jennifer Kirby Angela Kirchner Roger and Nancy Kirk Kiwanis Club of Troy, Inc. Charles and Meggan Klein Roger and Nancy Klein Tom and Melissa Kleptz Scott Klopfenstein Richard and Linda Knackstedt Carl and Winifred Knepper Silvina M. Knief Janet Knife Sue Knife Timothy and Gaile Knife David and Jeanne Koch James and Mindy Koehler John and Nanci Koepke III David and Randye Korte Koverman Dickerson Insurance Agency, Inc Robert and Ruth Koverman John P. Kronour KTH Parts Industries, Inc. Mary KuKul Robert and Jayne Kulle Joseph and Gretta Kumpf Marie Kunimura Craig and Stephanie Kuntz Robert and Pamela La Lumiere Mary Lafferty Drusilla Laipply Bonnie Lair Mervin Lall and Betty Baksh Donald and Joyce Lampert Lee and Shelly Kampert Kurtis L. Landes Neil and Janet Lantz Philip and Paula Lantz Lora Larck Keith Larsen John M. Larson Vickie L. Latta Robert and Janet Lauber Gail Laufer Cheryl Lavin Lawn Tenders, Inc. Todd and Linda Lawson “I like the books and the computers at the library… and when they tell stories.” 7 The Troy Foundation Gladys M. Leatherwood Carolyn E. Leblanc-Blatt Marilyn Ledford Barbara H. LeFevre Theodore and Margaret Lefler Dale and Edith Leinbach Catherine Leininger Wilmer Leiss Pasquale and Janet Lendino Lenhart Farm, Inc. Wilma Lentz Joyce Lesch R.H. Lesourd Jr Kyle and Rhiannon Lewis Milton and Wilma Lewis Pamela A. Liebhard Thomas Lileas Susan Linder Douglas and Katie Lins Stewart and Marilyn Lipp Andrew and Valarie Litke David J. Lobo Harold and Marlene Lobo Marie L. Lobo Teresa Lobo-Snyder Donald Loewer David Loewer William and Carla Lohrer Connie Long Elaine G. Long Eugene and Karen Long Gerald and Jeannette Long Richard and Jean Long Jerry and Vicki Longendelpher Louden Family Orchard Luke and Dana Lovell Lovett & Lovett Co., LPA Guy R. Lowry Keith and Nancy Luce Larry and Gwendolyn Ludlow Leah Ludlow Luken Interiors William and Wanda Lukens Leib and Barbara Lurie Eldon Luttrell Ward H. Lutz Nancy S. Lynch Michael and Lisa Maag Allen and Julie Mack Dave and Krista Magill Michael and Cindy Maiberger Susan Manahan Holly A. Manes Mann Family Care Douglas and Erin Mann Richard M. Manning and Colleen M. Balmer Manufactured Assemblies Corporation Denise March Helmut and Juliette Marko Kevin and Raquel Martin Mary A. Martin Rodney Martin Susan Martin Robert and Carol Mascari Caroline Maslowski Scott and Tina Mason Francis and Anna Jane Massie Jeanne Massie Sam Mathews John and Margaret Mauntler Frank and Brenda Maus Edly and Ricki Maxwell Ronald and Julie Maynard Billy and Lori Mayo Mark and Monica Mays Michael K. McCaffrey and Vonda M. Alberson Robert and Karol McCarthy Virginia A. McClure Dean and Darlene McClurg Kevin and Nicole McClurg Christina McDonald Noel and Landa McGinnis William J. and Donna McGraw III Harriet McGuire James and Joyce McGuire James and Cheryl McKee Stephen and Catherine McKenny James McMaken A. Russ and Michele Mead Terry and Carmelina Meece Darlene Meehan George and Cindy Meeker John and Julie Mehall Ned and Deborah Meierhoefer Chuck and Cathie Melvin Robert and Barb Mercer Ted and Carla Mercer Thomas and Anne Mercer Jacque E. Meyer Keith and Barb Meyer Thomas D. and Judith Meyer Tom Meyer Miami Acres Animal Hospital, Inc. Miami East Academic Boosters Miami East Local School Board of Education Michael Feinstein, D.D.S. Chad and Jennifer Miller Dwight and Ginny Miller Edward M. and Carol Miller III Eric Miller John S. Miller Linda K. Miller Nicholas and Michelle Miller Robert and Florella Miller Robert C. Miller Sam and Rita Miller Scott and Rachelle Miller Sharon V. Miller Steve and Wanana Miller Vincent and Bonita Miller Minco Tool and Mold, Inc. Brian and Stephanie Minnich Fred and Brenda Minnich Ron and Peggy Minnich Sally Minnich William and Darla Minnich Karen Purke stands beside her entry in the Sculptures on the Square exhibit, “Opening Doors to Troy”. The exhibit featured 28 doors which were created by local artists and graced the streets of downtown Troy. The Troy Foundation 8 DONORS CONTINUED Minster Community Fund Mission: Veterans to D.C. Barb Mitchell George and Helena Mitchell Maynard and Barbara Mitchell Robert and Rebecca Mitchell Ted and Gayle Mitchell Jay and Christina Moeller Ralph and Joanne Moeller Charles and Bevrly Moffitt Chad Monnin Jeff and Gina Monnin Jennifer Monnin Kym and Stephanie Moore Martin and Margaret Moran Michael and Cynthia Moran Michael and Julie Moran Richard and Kathy Morin Janet K. Morr Kenneth and Linda Morris Ron and Annette Mote Motorist Mutual Insurance Company Kent A. Moyer MUHA Construction, Inc. Bruce and Teresa Muir Jerry and Debbie Mullins Craig and Charlotte Murdock John and Alice Murphy Robert and Irene Murphy Scott and Tracy Murray Herbert and Joyce Myers Mariana K. Myers Nancy Nadolny Glenn and Beverly Nally Nannie Sheets Trust Diane Nauman David and Nancy Neer Jeff Negley Clarence and Joan Neth John and Linda Newbright William and Gerda Nichols Lisa M. Nicolini Daniel Nimer Peter and Nancy Nims John and Jonelle Norman Charles and Teresa Northcutt Kerry and Debbie O’Banion Andre and Edith Odermatt Mark and Christa. Oen Debra K. Oexmann Roberta and Sarah Ogdie Ohio FCCLA SEC Ohio High School Athletic Association - Southwest District Ohio State Eagles 9 The Troy Foundation Charity Fund Jason and Tracy Oldiges Ording Party Time Norm and Karen Osting David Overholser John Owen Doug Page and Deborah Hogshead Daryle and Jacqueline Painter James and Shirley Palsgrove Robert and Jeannette Papajcik Michael and Judith Papanek Jennifer Parin Park National Bank Robert and Joyce Parke Buster and Marcia Parker Joan Parkey Howard and Jo Ann Parks Jack and Patricia Parren Belia H. Parrish Jeanne Parsons Gregory and Sarah Patterson Paul G. Duke Foundation George and Susan Pavlakos Mary C. Pearson Donald and Jane Pence Constantine and Aka Pereyma Jeffrey and Monica Perkins Charlyne Perrine Michael and Sharon Perry Thomas and Pauline Persing Carol Persinger Marilyn Peterson Peter and Doris Peterson Ed and Angie Petty Charles and Melinda Phelps Chris Phillips Teresa Phillips Pickrel Schaeffer & Eberling Virginia G. Piper Charitable Trust Piqua Optimist Club Thomas and Diane Platfoot Charles and Dorthea Platt Richard and Michele Plumb Edward and Mary Jo Plunkett Jeffrey and Brenda Poettinger Michael and Carolyn Pope Sean and Raenell Poynter Michael and Kari Prall Adam and Amanda Pressel Carlton and Mary Preston Jeffrey and Linda Price William and Helen Prichard John and Ronda Pritchard Karen Purke Jay and Renee Purpus Dolores Purvis Alan and Karen Puterbaugh Michael and Melissa Puthoff David Putnam James and Shirley Putnam Lori Pyers Steven and Angela Pytel Quality Lawn, Landscape and Fence, Inc. Steven and Patricia Quillen R. L. Fender Construction Company, Inc. Karol Rader David and Janet Radle Peter J. Rakay Timothy and Susan Rambeau Steven Randles James and Noel Ranft Todd and Rebecca Rappold Steven H. Randles Bonnie L. Rashilla Daniel and Alice Rasor Karl and Roberta Ratermann Philip and Lisa Ratermann Betty Reardon Ed and Norma Reardon Michael and Mary Reck Jean Redinbo Sarah J. Redinbo Ruth Reed David and Julia Reeder Richard and Bonnie Reese John and Joyce Reichard Rita C. Reichert Bret and Marlene Reid Mary L. Reina Norma Reineke Reliable Contractors, Inc. Marcus D. Relthford and Amy W. Eddy Greg and Valerie Relue REMAX Professionals Thomas and Susan Rex David and Rebecca Rexrode Reynolds & Reynolds Company Reynolds & Reynolds Employee Foundation Bruce and Pamela Rhoades Neil and Connie Rhoades William and Connie Rhoades Rebecca A. Rice Helen S. Richeson Trina Riddle C. Thomas and Fran Ridenour Gary and Kimberly Riebe Charles L. Rietz Randy and Debra Rindler Robert and Tamara Ringo Ted and Dot Ristoff Eleanor R. Roberts Dwayne and Joyce Robertson Hildreth and Juanita Robinson Ronald and Judith Robinson Sam and Linda Robinson Thomas and Patricia Robinson Thomas and Karen Rodgers Roberto and Kristina Rojas Doreen D. Rose Jerry E. Ross Helen Roth Hayden and Mary Roush Donald and Julia Routson Ruth H. Routson Marilynn Rowe Royal Crest Marketing & Management Services, Inc. Mary Catherine Rozell James and Evelyn Rucker Judy Rucker Ann F. Runner Kathy Russell Emma Lou Rust Colleen M. Ryan Patrick and Linda Ryan Timothy and Shelly Ryan Ruth A. Safreed James and Rachel Sagona Ralph and Helen Sailor Mark and Christine Sauls William and Jane Sawvel Richard and Mary JoScalzo Frank F. Scenna and Heather J. Bailey Kenneth and Sandra Schaefer Paul Schaffner Dave and Barbara Schairbaum Daniel and Melinda Schall Barb Schenk John and Jennifer Schilling Peter and Rebecca Schinaman Robert and Linda Schirmann Douglas and Catherine Schivley Mark Schlater Michael and Anne Schleich Paul and Donna Schlosser Miles and Linda Schmidt Wanda Schmidt Marge Schmitmeyer Gene Schmitt Mary L. Schneider Janet Schnell James and Nurinadla Schoch Sallie J. Schoettmer Curtis and Janet Schreier William Schuette Ralph and Rita Schulze Nancy Schumacher Brenda Scott Jerry and Jonell Seay Sebaly Shillito & Dyer Dennis and Debra Seger Alfred and Debra Seibert John B. Seibert Jeffrey and Sharon Senney Allen Senseman Daniel S. Senseman Sew-Eurodrive Clay and Kerri Shade VirginiaAnn G. Shadwick C.L. and Darlene Shannon Charlotte Sharett Barbara Shepherd Richard and Cindy Shepherd Sherwood Laundries, Inc. Kevin and Karen Shinaberry Jon and Patricia Shindollar Charles and Diane Shininger Eric and Stacy Shirley Shively Funeral Home, Inc. Gail E. Shively Robert and Barbara Shook Larry Short Terry and Betsy Shoup Pamela Shouse Elizabeth Ann Shrake David and Julie Shuffelton Mary E. Siegel Heidi R. Silvers Ron and Laura Simon Hugh and Ruth Simpson Patricia M. Singer Robert and Brenda Sjostrom Richard and Barbara Slack James H. Slocum and Patricia Lynch Scott and Teresa Slover Smith Teachers Social Committee Charles Smith Donald and Carolyn Smith Christopher and Camilla Smith Dennis and Susan Smith Gail V. Smith Russell and Maxine Smith Steven and Jeannie Smith Richard and Jane Snarr Elwood Snell Karen Snell Louis and Patricia Snell Cynthia A. Snyder Danny and Carolyn Snyder Wayne and Shirley Snyder Somoco Sanitary, Inc. Southeast Ohio Athletic Board OHSAA Ronald and Nancy Sowder Nicholas R. Spagnola Samuel and Marguerite Spano Howard and Nancy Spears Ine Spence Robert and Diane Spiller John Spinks Spring Creek Building Supplies, Inc. St. Henry Tile Co., Inc. St. Paris Alumni Mark and Elizabeth Staley Steven and Gail Staley Jerry and Linda Stammen Burl and Lorayne Stanley Paulette Stanley Virginia A. Stanley Todd and Sharla Starker Raymond and Rosario Staruch Robert and Diane Stefanko Walter and Sally Stein Ron and Jayne Stenger Jeanne N. Sterling Marvin and Francis Stevens Thomas and Sandy Stevens Stewart and Stewart Lawyers, LTD John and Gayle Stickley Mary Jane Stickley William and Ruby Stinson Jr. Mary Ann Stockton Jane Straley Robert S. Straus Raymond Strauss Daniel and Sharon Studebaker Suber-Shively Funeral Home Edward and Shirley Subler Bonnie Sullenberger Roy and Fredia Summers Ron and Pamela Sutton The Swallow’s Nest Allan and Patsy Swank Elmer Swank, Jr. Sweet Manufacturing Company Tammy Swiger Szafranski Family Trust Tabernacle of the Lord Jesus Christ Charles E. Tackett Taggart’s Pub Birchard and Janine Taylor James and Janet Taylor Patricia Taynor Ruth Taynor TC Weiser Construction Larry E. Terry Thein Financial Group James P. Thein Thomas & King, Inc. DBA Applebee’s Randy and Jane Thompson Richard and B’Linda Thompson Helga W. Thornton THS Class of 1980 Bradford Tillson Matthew and Claire Timmer Tipp City Enrichment Program, Inc. Tippecanoe Class of 1957 Tippecanoe Education Endowment Fund - Interfund Tippecanoe Gazette LLC William and Robyn Titley Patrick and Kathleen Titterington Tim and Mary Titus TMS Gift Committee Frederick and Christine Tokarz Greg and Carolyn Toman Pamela F. Tomlinson Michael and Audrey Toohey Alan and Connie Toomire James and Karen Townley John and Mary Lou Tracy Douglas and Wanda Tremblay Trophy Nut Company Troy First Church of God Troy Historical Society Troy Junior Basketball Association Troy’s new “Bark Park”, currently under construction, will be located in Duke Park and affords pet owners an enclosed space where their dogs can run and play unleased. The Troy Foundation 10 DONORS CONTINUED Troy Lumber Company Troy Noon Optimist - First Night Troy Troy Piqua Aquatic Swim Club Troy Veterinary Clinic Inc. Tucker/Hall, Inc. Tom Tweed Patricia A. Twiss Randy and Michele Tyler Union Employees of Rolls Royce Energy Unity National Bank Upper Valley JVS Education Association Upper Valley Medical Center US Bancorp Foundation US Bank National Association US Bank Private Client Group USB Financial Services David and Kathleen Vail Valley View Local School District Vandalia-Butler Education Association Donald and Karolyn Vandeveer Mary Ann Van Horn Vandalia Rental Brad and Michelle Vath Versailles Savings and Loan Co. Margaret M. Vesper VFW of Ohio Charities Steve and Mary Ann Voisard Kurt W. Wacker Wallace W. Wadsworth Wagner Plumbing and Heating, Inc. Eugene and Saundra Wagner Scott Wagner Katrina L. Wahl Robert and Jackie Wahl Larry and Linda Wahrer Dave and Sally Waibel Wal-Mart Foundation Joel and Nancy Walker Michael and Rhonda Walker Edward and Kathleen Wallace John and Trina Wampler Phillip and Mary Wampler John A. Wannemacher Marcia E. Ward Jan Ware Bethany Warner Jerald and Bonnie Warner John and Ginger Warner Phyllis J. Warner Floyd and Wanda Warren Robin K. Warren Yvonne J. Washer Donald and Janet Wawsczyk William and Betsy Waxman Weaver Bros. Inc. Helen Weaver Johnny and Judy Weaver Eleanor Webb Herman and Grace Webb Paul and Roberta Webb David and Karen Weber Don and Constance Weber Charles and Rachel Weidner John and Deborah Weikert Julia S. Weikert Glenna I. Welbaum Penny Welbaum Jeffrey and Peg Welbaum Lynette Welch Bill and Heather Wendel Barbara Werth Westville Alumni Brian and Lois Weyant E. Gene and Wanda Weyant Jerry and Cheryl Weyant Michael and Julie Weyant Randy C. Weyant James and Kim Wharton Estate of Natalie H. Wheeler Rich and Toni White Ronald and Marcia Wiessinger Howard A. Wigdahl Jean K. Wilhelm Brenda L. Wilkins William and Cynthia Willhelm Donald and Margaret Williams Janice Williams Ruth E. Williams Brian Williamson Bruce and Lisa Williamson Anne Willis Gale and Marilyn Wills Phyllis D. Wilmer Duward W. Wilson and Bonnie S. Vandeventer Jack and Barbara Wilson James and Agnes Wilson Jill A. Wilson John and Barb Wilson Michael and Molly Winblad Marsha Windle Shirley Winks Nicolette Winner Craig and Jane Wise Mandala J. Wojnar Lawrence and Peggy Wolke The Womens Committee at Goodrich Robert and Kellie Woodruff Bobbye Woods Jonathan and Patricia Woodward Jerry and Jill Woodyard Thomas and Darlene Woolley James and Maxine Worthington Bill Wray Steven and Loretta Wray Suzanne Wren Slutz Danny and Lynne Wright David and Elizabeth Wyse Norma Yahne Michael and Susan Yannucci Mark and Emily Yantis Nancy Yarger Helen Yingst John and Diane Yingst James and Ann York William and Debbie Young Heather M. Yunker Ralph and Rita Zerkle Delores Ziegler Kevin and Sandra Ziegler Steven and Gretchen Zimmerman Steven and Edith Zimmerman Mary Anne Zimorski James and Barbara Zook Ralph and Miriam Zwiebel Marion and Jane Zwolski Troy’s bike path extends through Troy and south to Tipp City and Vandalia. Many walkers, skaters, and joggers, as well as the cyclists, enjoy the beautiful scenery along the path’s route. 11 The Troy Foundation Partners In Giving Michael and Carol Baer Steve and Martha Baker Frank and Ginni Bazler Michael and Ginny Beamish Yvonne Becker Jack and Mary Jo Berry Dorrie Blackmore James and Laury Braby Steve and Julie Bruns Sue Casteele S. Howard Cheney Martha Chipley Craig and Rosemary Critchley James and Linda Daniel Bruce and Carol Davidson Bart and Teresa Denlinger David and Kimberly Dippold Art and Joanne Disbrow William and Donna Dixon Rebecca Doyle William and Beth Earhart Douglas and Arlene Ehlers Ron and Kathie Erwin Richard and Joyce Fraas John and Ann Frigge Larry and Kathleen Gagnon Carl and Linda Gallagher Briggs and Joanne Gamblee Allan and Tami Ganley Richard and Lillian Graef Arthur and Gail Haddad Ronald Hagen Steve and Janice Hamman James and Jacqueline Hartzell Joan Heidelberg Mark and Carol Hess Carolyn Hobart Robb and Joann Howell Alan and Debbie Kappers Dan and Carole Kerber Charles and Arlene Kleptz Tom and Melissa Kleptz Robert and Ruth Koverman Stan and Jane Kriesberg Barbara LeFevre Doug and Katie Lins Stewart and Marilyn Lipp William and Wanda Lukens Virginia McClure William and Donna McGraw Chuck and Cathie Melvin Ted and Carla Mercer Tom and Anne Mercer Vince and Bonita Vince Miller Robert and Rebecca Mitchell Ted and Gayle Mitchell Kenneth and Linda Morris Mariana Myers Peter and Nancy Nims Kerry and Debbie O’Banion Donald and Jane Pence Constantine and Aka Pereyma Bonnie Rashilla Betty Reardon Bruce and Pamela Rhoades Ted and Dot Ristoff Thomas and Patricia Robinson Thomas and Karen Rodgers Don and Julia Routson Mary Catherine Rozell Robert and Alice Schlemmer Ron and Karen Scott Richard and Cindy Shepherd Robert and Barbara Shook Birchard and Janine Taylor James and Carolyn Taylor Don and Karolyn Vandeveer Joel and Nancy Walker John Wannemacher Tony and Karen Wendeln Anne Willis Jack and Barb Wilson Partners in Giving symphony No one can whistle a symphony. It takes a whole orchestra to play it. …H. E. Luccock The Troy Foundation 12 The Troy Foundation Balance Sheet ASSETS ASSETS 2010 2009 Cash $137,859 $133,864 Cash Equivalents 2,124,118 2,792,672 55,205,446 50,932,651 1,495,186 1,540,510 58,962,609 55,399,697 4,008,046 3,687,662 Investments Property & Equipment TOTAL ASSETS LIABILITIES AND LIABILITIES AND NET ASSETS NET ASSETS Agent Liabilities Notes Payable - 300,000 Net Assets 54,954,563 51,412,035 Total Liabilities and Net Assets: 58,962,609 55,399,697 The Troy Foundation Income Statement RECEIPTS RECEIPTS 2010 2009 Contributions 1,345,759 3,287,197 Investment Income 1,419,855 1,501,063 Total: 2,765,614 4,788,260 2,205,693 2,623,140 Trustee Fees 266,475 243,492 Administrative Expenses 375,418 347,438 Total: 2,847,586 3,214,070 CHANGE IN NET ASSETS: 3,542,528 7,789,076 EXPENDITURES EXPENDITURES Grants CHANGE IN NET ASSETS Our full 2010 audited financials, prepared by Battelle & Battelle LLP, can be found in the Financial Information section of our website at www.thetroyfoundation.org. 13 The Troy Foundation Distributions of The Troy Foundation UNRESTRICTED FUNDS Unrestricted funds are not limited by their donors to any single purpose. They allow the Foundation to be responsive to the changing needs of the community and to determine their distribution. American Red Cross of the Northern Miami Valley Community Needs Project . . . . . . . . . . . . . . .$450 American Red Cross of the Northern Miami Valley Youth Education - "Scrubby Bear" and Babysitter Training . . . . . . . . . . . . . . . . . . .7,563 Boy Scouts of America Troop 544 - Purchase of Trailer and Equipment . . . . . . . . . . . . . . . .6,777 Boy Scouts of America - Unleashing the Power of Technology on Youth Development Project . . . . . . . . . . . . . . . . .3,412 Brukner Nature Center Community Needs Project and Wildlife Exhibit and Live Wildlife Enclosure . . . . . . . . . . . .7,331 Brukner Nature Center - Wildlife Exhibit and Live Wildlife Enclosure . . . . . . . . . . . . . . . .89,000 CASA/GAL of Miami County, Inc. New Computers and Software . . . . . . . . . . . .1,484 Cincinnati Symphony Orchestra 2010 Regional Pops Concert . . . . . . . . . . . .10,150 CISV of Miami County - 2010 Summer Village . . .3,750 City of Troy - 2010 Independence Day Fireworks . . . . . . . . . . . . . . . . . . . . . . .15,000 City of Troy - Treasure Island Marina Area Improvements . . . . . . . . . . . . .31,600 City of Troy - Tree City Awards Banquet . . . . . .2,000 City of Troy - 2010 Treasure Island River Adventure Series . . . . . . . . . . . . . . . . .3,310 City of Troy - Traffic Vests for Troy City Schools . . . . . . . . . . . . . . . . . . . . . .1,000 Community Housing of Darke, Miami & Shelby Co. Washer and Dryer for Men's Transitional Home . . . . . . . . . . . . . . . .800 Dayton Philharmonic Orchestra - Orchestra Discoveries Program for Troy Schools . . . . .13,943 Edison Community College - Scholarships to Edison Leadership Academy . . . . . . . . . . . . . .995 Family Abuse Shelter of Miami County, Inc./ Franklin House - Community Needs Project . .1,500 Family Connection of Miami County, Inc. Community Needs Project . . . . . . . . . . . . . .1,000 First Place Food Pantry Community Needs Project . . . . . . . . . . . . . .13,402 First Place Food Pantry Commercial Refrigerator & Freezer . . . . . . . .7,781 First United Church of Christ Backpack Food Program . . . . . . . . . . . . . . . .7,000 First United Methodist Church Hope for the 21st Century . . . . . . . . . . . . . . .3,000 FISH of Troy, Inc. - Community Needs Project . .4,070 Friends of Hayner - Community Needs Project . .600 Habitat for Humanity - Miami County Neighborhood Stabilization Program . . . . . .10,000 Health Partners of Miami County, Inc. Community Needs Project . . . . . . . . . . . . . .16,530 Health Partners of Miami County, Inc. General Support . . . . . . . . . . . . . . . . . . . . .50,000 Hospice of Miami County, Inc. Community Needs Project . . . . . . . . . . . . . .1,450 Kyle Elementary School Muse Machine Program . . . . . . . . . . . . . . . .2,250 Leadership Troy - Leadership Troy Directory . . .1,983 Lincoln Community Center - “I Like Me” Program Support . . . . . . . . . . . . . . . . . . . . . . .250 Lincoln Community Center - Fitness Facility Equipment Purchase . . . . . . . . . . . . . . . . . . .4,555 Mayor's Troy International Council 2010 Festival of Nations . . . . . . . . . . . . . . . .5,500 Miami County Agricultural Society Community Needs Project . . . . . . . . . . . . . . . .250 Miami County Agricultural Society - Veteran's Ceremony at 2010 Miami County Fair . . . . . .1,000 Miami County Dental Clinic Community Needs Project . . . . . . . . . . . . . . . .750 Miami County Health District - Miami Count Community Health Assessment . . . . . . . . . . .5,286 Miami County Park District Community Needs Project . . . . . . . . . . . . . .2,000 Miami County Park District Banana Slug String Band Program . . . . . . . . .5,000 Miami County Park District - Dayton Interior Designers Showcase of Knoop Homestead . .3,000 Miami County YMCA Community Needs Project . . . . . . . . . . . . . .10,950 MUSE Machine - Community Needs Project . . . .500 Invent Now, Inc. - Camp Invention Program at St. Pat's School . . . . . . . . . . . . . .3,000 National Night Out - 2010 National Night Out Event . . . . . . . . . . . . . . . . . . . . . .4,200 New Path, Inc. - Purchase of Lift Chairs for Troy Residents . . . . . . . . . . . . . . . . . . . . . . . .2,000 New Path, Inc. - Community Needs Project . . . . .300 Overfield Early Childhood Program, Inc. Visiting Artist Program . . . . . . . . . . . . . . . . . .1,000 Partners in Hope Community Needs Project . . . . . . . . . . . . . .6,900 School of Urban Studies: Idea Factory Community Needs Project . . . . . . . . . . . . . .1,000 St. Joseph's - Community Needs Project . . . . .2,500 St. Patrick Catholic Church Two Automated External Defibrillators . . . . .5,200 St. Patrick Catholic School Muse Machine Program . . . . . . . . . . . . . . . .1,950 The Troy Foundation distributed over $2,200,000 in grant monies to 409 worthy causes, projects, organizations and institutions in 2010. The Troy Foundation 14 Distributions Continued Donor Advised Funds 15 The Troy Foundation St. Patrick Soup Kitchen Community Needs Project . . . . . . . . . . . . . .2,800 The Future Begins Today Community Needs Project . . . . . . . . . . . . . .1,000 The Future Begins Today - General Support . .25,000 Troy Area Chamber of Commerce 2010 Teen Leadership Troy Program . . . . . . .3,000 Troy Area Chamber of Commerce Operation Cloverleaf Project . . . . . . . . . . . . . .518 Troy Christian Schools Materials for STEM Program . . . . . . . . . . . . .5,391 Troy City Schools - Community Needs Project . .2,250 Troy City Schools - Troy Ohio Reads Program Kyle School . . . . . . . . . . . . . . . . . . . . . . . . . .9,100 Troy City Schools - Muse Machine Program at Concord Elementary . . . . . . . . . . . . . . . . . . .1,250 Troy City Schools - Kids to College Program at Van Cleve Elementary . . . . . . . . . . . . . . . .2,700 Troy City Schools Student Grief Support Program . . . . . . . . . . .2,000 Troy City Schools - Veterans Breakfast . . . . . . .1,000 Troy City Schools - Outstanding Educator of the Year Award . . . . . . . . . . . . . . . . . . . . .1,000 Troy City Schools - Books for Bookroom at Hook Elementary . . . . . . . . . . . . . . . . . . .2,500 Troy City Schools - Archery in the Schools Program at Troy Jr. High . . . . . . . . . . . . . . . .7,725 Troy City Schools - Purchase of 3 Otoscopes . . . .945 Troy Civic Band - 2010 Summer Concert Season . . . . . . . . . . . . . . . . . . . . . . .6,500 Troy Classic on the Square 2010 Troy Classic Event . . . . . . . . . . . . . . . . .3,500 Troy Community Works - Community Needs Project . . . . . . . . . . . . . . . . . . . . . . . . .700 Troy Community Works - Renovation and Rehabilitation . . . . . . . . . . . . . . . . . . . . . . .25,000 Troy Community Works - 2010 Make a Difference Day Project . . . . . . . . . . . . . . . . . .3,500 Troy Dollars for Scholars - Scholarships . . . . . .10,000 Troy Dollars for Scholars - Community Needs Project . . . . . . . . . . . . . . . . . . . . . . . .1,000 Troy Junior Baseball - Project to Replace Fencing at Complex . . . . . . . . . . . .28,135 Troy Literacy Council - Resource Books . . . . . . . .225 Troy Lunch Club, Inc. - Community Needs Project . . . . . . . . . . . . . . . . . . . . . . . .1,000 Troy Main Street, Inc. - Sculptures on the Square 2011 . . . . . . . . . . . . . . . . . . .20,000 Troy Mayor's Concerts, Inc. - 2010 Concert . . .4,000 Troy Mayor's Concerts, Inc. Community Service Award . . . . . . . . . . . . . .1,000 Troy Police Department - 6th Grade Washington D.C. Trip . . . . . . . . . . . . . . . . . . . .600 Troy Public Broadcasting Broadcast Link Transmitter . . . . . . . . . . . . . . . .978 Troy Rec - Building Repairs . . . . . . . . . . . . . . .25,000 Troy Rec - Community Needs Project . . . . . . . . .200 Troy Rec - Summer Lunch Buddies Program . . .3,500 Troy Skating Club Theater on Ice Competition . . . . . . . . . . . .14,000 Troy Strawberry Festival, Inc. Festival Choir . . . . . . . . . . . . . . . . . . . . . . . .1,200 Troy-Hayner Cultural Center Community Needs Project . . . . . . . . . . . . . . . .250 Troy-Hayner Cultural Center Arts and Humanities Month . . . . . . . . . . . . . .2,526 Troy-Hayner Cultural Center 2010 Summer Music Series . . . . . . . . . . . . .10,000 Troy-Hayner Cultural Center - 2011 Downtown Summer Music Series . . . . . . . . . . . . . . . . .10,700 Troy-Miami County Public Library 2010 Summer Reading Program . . . . . . . . . .3,019 Troy-Miami County Public Library Roof Replacement at History Library . . . . . .18,284 United Way of Troy, Ohio - Community Needs Project . . . . . . . . . . . . . . . . . . . . . . . .2,200 United Way of Troy, Ohio 2010 Campaign Support . . . . . . . . . . . . . . .12,000 Upper Valley JVS - Culinary Class Expenses at 2010 Business Expo . . . . . . . . . . . . . . . . .1,300 Upper Valley JVS School of Practical Nursing Training Manikins and Simulator . . . . . . . . . .3,030 UVMC Foundation - McGraw Cancer Awareness Symposium . . . . . . . . . . . . . . . . .5,000 WACO Historical Society - Barn Upgrades, Exterior Lighting & Signs (Phase 1 & 2) . . . .34,000 WACO Historical Society WACO Military Experience . . . . . . . . . . . . .10,000 Project G.I.F.T. Grants: Dream Builders Group Inc./The Clubhouse . . .500 Family Connection of Miami County, Inc. . . . . .369 FISH of Troy, Inc. . . . . . . . . . . . . . . . . . . . . . . .500 Habitat for Humanity . . . . . . . . . . . . . . . . . . . .200 Lincoln Community Center . . . . . . . . . . . . . . . .250 Miami County Dental Clinic . . . . . . . . . . . . . . .500 New Path, Inc. . . . . . . . . . . . . . . . . . . . . . . . . .124 Partners in Hope . . . . . . . . . . . . . . . . . . . . . . .500 St. Patrick Soup Kitchen . . . . . . . . . . . . . . . . . .500 The Future Begins Today . . . . . . . . . . . . . . . . .150 Troy City Schools . . . . . . . . . . . . . . . . . . . . . . .570 Troy Lunch Club, Inc. . . . . . . . . . . . . . . . . . . . .500 Troy Senior Citizens Center . . . . . . . . . . . . . . .138 Troy-Miami County Public Library . . . . . . . . . . .200 Total Unrestricted Funds . . . . . . . . . . . . .721,749 DONOR ADVISED FUNDS These funds offer active participation in the grant process by allowing the donors to suggest beneficiaries. Acorn Society Fund: Administrative Expenses . . . . . . . . . . . . . . . .1,274 City of Troy, Board of Park Commissioners . .7,775 Health Partners Free Clinic . . . . . . . . . . . . . .6,000 Hospice of Miami County, Inc. . . . . . . . . . . . .6,000 Miami County Dental Clinic . . . . . . . . . . . . . .6,000 Partners In Hope . . . . . . . . . . . . . . . . . . . . . .6,000 St. Patrick Soup Kitchen . . . . . . . . . . . . . . . .8,500 The Future Begins Today . . . . . . . . . . . . . . .20,000 Troy City Schools . . . . . . . . . . . . . . . . . . . . . .4,000 C.C. Hobart Foundation Fund: Overfield Early Childhood Program . . . . . . .35,000 Overfield Tavern Museum . . . . . . . . . . . . . .16,000 Charitable Checking Fund: . . . . . . . . . . . . .314,703 Charles and Arlene Kleptz Fund: Brukner Nature Center . . . . . . . . . . . . . . . . . . 100 Church of the Transfiguration . . . . . . . . . . . . . 500 Monastery of the Poor Clares . . . . . . . . . . . . . 150 National Alliance for the Mentally Ill (NAMI) . . 100 Northmont Education Foundation . . . . . . . . . . 100 Rose-Hulman Institute of Technology . . . . . . . 250 Samaritan Health Foundation . . . . . . . . . . . . . 300 YMCA - Kleptz Branch . . . . . . . . . . . . . . . . . . 400 Duke-Robinson Fund: American Red Cross of the Northern Miami Valley . . . . . . . . . . . . . .300 Clear Creek Farm . . . . . . . . . . . . . . . . . . . . .3,000 Edison College Foundation . . . . . . . . . . . . .37,200 Health Partners Free Clinic . . . . . . . . . . . . .34,000 Hospice of Miami County, Inc. . . . . . . . . . . . .1,800 The Future Begins Today . . . . . . . . . . . . . . . .5,000 Troy Mayors' Concerts, Inc. . . . . . . . . . . . . . . .500 Troy Strawberry Festival, Inc. . . . . . . . . . . . . .1,000 UVMC Foundation . . . . . . . . . . . . . . . . . . . .1,000 Greater Versailles Area Foundation Fund: Edwin F. Nickol, Inc. . . . . . . . . . . . . . . . . . . . . .385 Fraternal Order of Eagles # 2347 . . . . . . . . .1,500 Greenville Girl Scout Troop # 31289 . . . . . . . . .426 The Village of Versailles, Ohio . . . . . . . . . . . .1,733 Versailles Boy Scouts Troop 79 . . . . . . . . . . .1,000 YMCA of Darke County . . . . . . . . . . . . . . . . . .750 Hinsch Family Fund: Dorothy Love Retirement Community . . . . . .2,500 Duchesne Clinic . . . . . . . . . . . . . . . . . . . . . . . 500 Saint Vincent Clinic . . . . . . . . . . . . . . . . . . . . . 500 UVMC Foundation . . . . . . . . . . . . . . . . . . . .1,000 Jackson Center Education Foundation Fund: Administrative/Event Expenses . . . . . . . . . . .4,992 Scholarships . . . . . . . . . . . . . . . . . . . . . . . . .7,500 Shelby Co. Junior Fair Sale . . . . . . . . . . . . . . .300 LeFevre Family Fund: Family Abuse Shelter of Miami County, Inc./ Franklin House . . . . . . . . . . . . . . . . . . . . . . .674 Mark and Dorothy Knoop Fund: Bethany Center . . . . . . . . . . . . . . . . . . . . . . . . 200 Brukner Nature Center . . . . . . . . . . . . . . . . . . 300 Caring Bridge . . . . . . . . . . . . . . . . . . . . . . . . . 100 Casstown Fire Department . . . . . . . . . . . . . . . 100 Casstown Methodist Church . . . . . . . . . . . . . . 300 Christiansburg Fire Co., Inc. . . . . . . . . . . . . . . .100 Dorothy Love Retirement Community . . . . . . . 100 Elizabeth Township Historical Society . . . . . . . . 50 First Presbyterian Church . . . . . . . . . . . . . . . .1,000 First United Methodist Church . . . . . . . . . . . . 200 FISH of Troy, Inc. . . . . . . . . . . . . . . . . . . . . . . .300 Fletcher Fire Department . . . . . . . . . . . . . . . . 100 Friends of Hayner . . . . . . . . . . . . . . . . . . . . . . 100 Hospice of Miami County, Inc. . . . . . . . . . . . .1,000 Miami County Animal Shelter . . . . . . . . . . . . . 500 Mission: Veterans to D. C. . . . . . . . . . . . . . . . . 450 Partners In Hope . . . . . . . . . . . . . . . . . . . . . . . 300 PAWS Animal Shelter . . . . . . . . . . . . . . . . . . . 100 Salvation Army of Troy . . . . . . . . . . . . . . . . . . 200 St. Joseph's . . . . . . . . . . . . . . . . . . . . . . . . . . 100 St. Patrick Soup Kitchen . . . . . . . . . . . . . . . . . 200 Troy Dollars for Scholars . . . . . . . . . . . . . . . . . 200 United Way of Troy, Ohio . . . . . . . . . . . . . . . . 200 Miami East Education Foundation Fund: Miami East Local School Board of Education Muse Machine Program . . . . . . . . . . . . . . .1,000 Miami East Local School Board of Education Books for Hope Program . . . . . . . . . . . . . . . 528 Miami East High School Administrative Expense . . . . . . . . . . . . . . . . 128 Scholarships . . . . . . . . . . . . . . . . . . . . . . . . .4,500 Oskar and Charlotte Buschmann Fund: Christian Academy School Foundation . . . . .2,000 Community Foundation of Shelby County . . .4,550 Dorothy Love Retirement Community . . . . . .6,784 Edison College Foundation . . . . . . . . . . . . . . . 500 Gateway Arts Council . . . . . . . . . . . . . . . . . .1,000 Lehman Catholic High School . . . . . . . . . . . .2,000 Ross Historical Center . . . . . . . . . . . . . . . . . . .250 Sidney-Shelby County Senior Citizens Center .1,000 St. Paul's Church of Christ, Sidney . . . . . . . . .4,522 Richard R. and Denise A. Palivec Fund: ACQUIRE Donation Fund . . . . . . . . . . . . . . .1,500 Robert and Joan Heidelberg Family Fund: Brukner Nature Center . . . . . . . . . . . . . . . . . . 500 Stouder Memorial Foundation Fund: Administrative Expenses . . . . . . . . . . . . . . . . . 194 Edison Community College . . . . . . . . . . . . .29,450 Health Partners of Miami County, Inc. . . . . .26,329 Miami County Dental Clinic . . . . . . . . . . . . .25,000 New Path, Inc. . . . . . . . . . . . . . . . . . . . . . . . .1,000 Safehaven, Inc. . . . . . . . . . . . . . . . . . . . . . . .1,800 Upper Valley Medical Center . . . . . . . . . . . .87,000 Thomas and Helen Kyle Fund: Child Care Choices, Inc. . . . . . . . . . . . . . . . .1,000 Cove Springs Church . . . . . . . . . . . . . . . . . . . .500 Needy Baskets . . . . . . . . . . . . . . . . . . . . . . .4,000 Tipp City Exempted Village School Scholarships . . . . . . . . . . . . . . . . . . . . . . . .3,000 Tipp City Public Library . . . . . . . . . . . . . . . . .2,269 Zion Lutheran Church . . . . . . . . . . . . . . . . . .1,000 Tipp City Foundation General Fund: Administrative Expenses . . . . . . . . . . . . . . . .5,479 Bethel Hope . . . . . . . . . . . . . . . . . . . . . . . . .1,000 Child Care Choices, Inc. . . . . . . . . . . . . . . . .2,000 The Troy Foundation 16 Distributions Continued Scholarship Funds Organizational Endowment Community Minded Women . . . . . . . . . . . . .1,150 Little Lighthouse Day Nursery & Kindergarten . . . . . . . . . . . . . . . . . . . . . . .281 Needy Baskets . . . . . . . . . . . . . . . . . . . . . .12,500 St. John's Early Childhood Program . . . . . . . . .320 Tipp City Enrichment Program, Inc. . . . . . . . .3,310 Tipp City Exempted Village Schools . . . . . .17,342 Tipp City Public Library . . . . . . . . . . . . . . . . .3,385 Tipp Monroe Community Services . . . . . . . .12,134 We Care Arts . . . . . . . . . . . . . . . . . . . . . . . .1,000 Tippecanoe Education Endowment Fund: Tipp City Exempted Village Schools . . . . . . .6,700 Administrative/Event Expenses . . . . . . . . . . .6,359 Troy Rotary Club Foundation Fund: Brukner Nature Center . . . . . . . . . . . . . . . . .1,500 EECG Kangundo Wildlife Center . . . . . . . . . .3,700 First Place Food Pantry . . . . . . . . . . . . . . . . . . 250 Health Partners Free Clinic . . . . . . . . . . . . . . . 250 Heywood School Projects . . . . . . . . . . . . . . . . 578 Miami County Agricultural Society . . . . . . . . . 300 Miami County Dental Clinic . . . . . . . . . . . . . . . 250 Troy Rotary Scholarship . . . . . . . . . . . . . . . . .1,000 Shoe Program Purchase . . . . . . . . . . . . . . . .2,382 Partners In Hope . . . . . . . . . . . . . . . . . . . . . . .761 Rotary International - Polio Plus Project . . . . .2,250 Shelter Box USA, Inc. . . . . . . . . . . . . . . . . . .2,000 Troy City Schools . . . . . . . . . . . . . . . . . . . . . . .704 Sheldon Leadership Camp . . . . . . . . . . . . . . . .500 WACO Historical Society . . . . . . . . . . . . . . . . .500 Upper Valley JVS Education Foundation Fund: Brick Paver Project . . . . . . . . . . . . . . . . . . . . . . 840 Scholarships . . . . . . . . . . . . . . . . . . . . . . . . .1,000 Williamson Family Fund: Brukner Nature Center . . . . . . . . . . . . . . . . .1,000 Overfield Early Childhood Program, Inc. . . . .4,050 St. Patrick Catholic School . . . . . . . . . . . . . . .3,000 Teach for America . . . . . . . . . . . . . . . . . . . . .7,000 United Way of Troy Ohio . . . . . . . . . . . . . . . .2,000 WACO Historical Society . . . . . . . . . . . . . . . .1,000 Total Donor Advised Funds . . . . . . . . . . .869,991 DONOR DESIGNATED FUNDS Organizational Endowment Funds These funds are established by nonprofit organizations to protect their funding for the future. Brukner Nature Center Endowment Fund: Brukner Nature Center . . . . . . . . . . . . . . . .60,868 Clear Creek Farm Fund: Clear Creek Farm . . . . . . . . . . . . . . . . . . . .31,448 FISH of Troy, Ohio Endowment Fund: FISH of Troy, Inc. . . . . . . . . . . . . . . . . . . . . . .9,000 Kiwanis Club of Troy Fund: . . . . . . . . . . . . . . . . . . . American Red Cross of the Northern Miami Valley . . . . . . . . . . . . . . . . .250 Boy Scouts of America . . . . . . . . . . . . . . . . .1,500 17 The Troy Foundation Family Abuse Shelter of Miami County, Inc./Franklin House . . . . . . . .400 Family Connection of Miami County, Inc. . . . . .200 Miami County Children's Services . . . . . . . . . . 100 Miami County Health District . . . . . . . . . . . . . 250 Troy Community Works . . . . . . . . . . . . . . . . . . 250 Troy Dollars for Scholars . . . . . . . . . . . . . . . . . 600 Troy Mayors' Concerts, Inc. . . . . . . . . . . . . . . .100 Troy REC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300 Troy-Miami County Public Library . . . . . . . . . . 500 United Way of Troy, Ohio . . . . . . . . . . . . . . . . .200 Overfield Early Childhood Program, Inc. Fund: Overfield Early Childhood Program, Inc. . . . .5,444 Scholarship Funds Scholarship funds provide a way to establish a legacy in memory of a loved one or to honor family or friends, as well as giving a deserving recipient a springboard for achieving educational goals. Anonymous #3 Scholarship Fund . . . . . . . . . .1,900 Austin Miller Memorial Scholarship Fund . . .12,853 Bethel Alumni Scholarship Fund . . . . . . . . . . .6,084 B.F. Goodrich Aerospace Science Scholarship Fund . . . . . . . . . . . . . . . . . . . . .6,000 B.F. Goodrich Aerospace Vocational Scholarship Fund . . . . . . . . . . . . . . . . . . . . .1,500 Brett E. Childs Memorial Scholarship Fund . .1,500 Charles Grump Scholarship Fund . . . . . . . . . .1,000 Christine Rae Dixon Memorial Scholarship Fund . . . . . . . . . . . . . . . . . . . . .1,700 Clarence Knouff Memorial Scholarship Fund . .1,000 Class of 1950 Memorial Award Scholarship Fund . . . . . . . . . . . . . . . . . . . . .1,000 Class of 1954 Memorial Award Scholarship Fund . . . . . . . . . . . . . . . . . . . . .1,000 Class of 1961 Scholarship Fund . . . . . . . . . . . . 500 David B. and Julie E. Shuffelton Scholarship Fund . . . . . . . . . . . . . . . . . . . . .1,000 David Via Memorial Scholarship Fund . . . . . .1,000 David W. Dinsmore Scholarship Fund . . . . . . . 400 Doris Luckett Scholarship Fund . . . . . . . . . . .1,000 Dorothy Brosius Sanders Scholarship Fund . .1,800 Elizabeth and Leon Brown and Frank and Sara Montross Scholarship Fund . . . . . . . .25,000 Elizabeth Ann Bridge Scholarship Fund . . . . .1,000 Elizabeth Spano Scholarship Fund . . . . . . . . .1,500 Erik Greaker Memorial Scholarship Fund . . . . .500 Frank L. and Helen P. Herkenhoff Scholarship Fund . . . . . . . . . . . . . . . . . . . . . .425 Fred and Clymena Shane Nursing Scholarship Fund . . . . . . . . . . . . . . . . . . . . .5,250 Goldner Family Tennis Scholarship Fund . . . .1,000 Grace Knouff Memorial Scholarship Fund . . .1,000 Graham Community Foundation Scholarship Fund . . . . . . . . . . . . . . . . . . . . .2,506 Hartman Family Memorial Scholarship Fund . . .1,300 Heather and Holly LeGros Memorial Scholarship Fund . . . . . . . . . . . . . . . . . . . . .1,500 Helene Craig Hartzell Memorial Scholarship Fund . . . . . . . . . . . . . . . . . . . . .4,000 Hobart Institute of Welding Technology Alumni Scholarship Fund . . . . . . . . . . . . . . . . 300 Hobart School of Welding Technology Scholarship Fund . . . . . . . . . . . . . . . . . . . .10,000 Ian M. DeNoyer Memorial Scholarship Fund . . .1,000 J. Andrew Fulker Memorial Scholarship Fund . .875 James Welbaum Memorial Scholarship Fund . .700 James Wm. and Susannah P. Grove Scholarship Fund . . . . . . . . . . . . . . . . . . . . .2,000 Jeanette C. Gaston Memorial Music Scholarship Fund . . . . . . . . . . . . . . . . .500 Jeff Warner Memorial Scholarship Fund . . . .1,000 John S. And Louise T. Miller Memorial Scholarship Fund . . . . . . . . . . . . . . 500 John Slonaker Music Scholarship Fund . . . . .2,000 Kathryn C. White Memorial Scholarship Fund . .500 Lester and Cleon Bowers Family Scholarship .1,000 Lester and Cleon Studebaker Bowers Scholarship Fund . . . . . . . . . . . . . . . .500 Max and Nick Duff Memorial Scholarship Fund . . . . . . . . . . . . . . . . . . . . . .500 Miami County Medical Society Alliance Scholarship Fund . . . . . . . . . . . . . .2,000 Miami East Alumni Association Fund . . . . . . .9,213 Morris and Mildred Duer Memorial Scholarship Fund . . . . . . . . . . . . . . . . . . . . . .500 Mildred W. Fredericks Scholarship Fund . . . .1,000 Otto and Isabel Frings Memorial Scholarship Fund . . . . . . . . . . . . . . . . . . . .22,500 Panasonic Scholarship Fund provided by American Matsushita Electronics . . . . . .5,000 Peter C. Hobart Scholarship Fund . . . . . . . . .2,000 Plennie E. Snyder Scholarship Fund . . . . . . . .2,000 Rexford Wagner Scholarship Fund . . . . . . . . .1,000 Robert E. Nessle Memorial Scholarship Fund . .600 Robert J. Huffman Memorial Scholarship Fund . . . . . . . . . . . . . . . . . . . . . .500 Roy and Gertrude Roeth Memorial Scholarship Fund . . . . . . . . . . . . . . . . . . . . .1,000 Sarah Merritt Memorial Scholarship Fund . . .1,000 Stouder Auxiliary Scholarship Fund . . . . . . . .1,750 Suzanne Hartzell Wallace Memorial Scholarship Fund . . . . . . . . . . . . . . . . . . . . .4,000 Tom Smith Memorial Scholarship Fund . . . . . . .500 Troy Wal-Mart Merit Scholarship Fund . . . . . .1,000 Walter C. and Lucile M. Daniel Scholarship Fund . . . . . . . . . . . . . . . . . . . .10,000 William B. & Marcia H. Howell Scholarship Fund . . . . . . . . . . . . . . . . . . . . . .750 William H. and Mary K. Dickinson Scholarship Fund . . . . . . . . . . . . . . . . . . . . .2,600 Van Horn Scholarship Fund . . . . . . . . . . . . . . . .500 Designated Funds Designated funds benefit specific charities of the donor’s choice. Designated Funds Burns/Truster Family Fund: Holy Angels Catholic Church . . . . . . . . . . . . .1,700 Clyde and Kathryn Marr Fund: Troy-Miami County Public Library . . . . . . . . .6,546 Clyde and Kathryn Marr for Hospice of Miami County Fund: Hospice of Miami County, Inc. . . . . . . . . . . . .5,701 David B. and Helen N. Meeker Fund: Troy-Miami County Public Library . . . . . . . . .4,177 Don F. Deeter Memorial Fund: Trinity Episcopal Church . . . . . . . . . . . . . . . .1,759 Dr. J. W. Means Fund: Upper Valley Medical Center . . . . . . . . . . . . .3,999 Elizabeth G. Bridge Fund: Riverside of Miami County . . . . . . . . . . . . . . . 177 Elsie E. Taylor Fund: Troy-Miami County Public Library . . . . . . . .13,745 First United Church of Christ Endowment Fund: First United Church of Christ . . . . . . . . . . . .10,000 Friends of the FJ Stallo Library Fund: Friends of the FJ Stallo Library . . . . . . . . . . .9,000 Harold and Josephine Shank Fund: Boy Scouts of America . . . . . . . . . . . . . . . . . . .385 Evergreen Cemetery Association . . . . . . . . . .1,210 First Baptist Church . . . . . . . . . . . . . . . . . . . .2,420 Girl Scouts - Buckeye Trails . . . . . . . . . . . . . . . 385 Graham High School . . . . . . . . . . . . . . . . . . .1,210 Harmony Lodge No. 8 . . . . . . . . . . . . . . . . . . 660 St. Paris Public Library . . . . . . . . . . . . . . . . . .1,760 Village of St. Paris . . . . . . . . . . . . . . . . . . . . .1,760 Harry L. and Mary Etta Kauffman Fund: Brukner Nature Center . . . . . . . . . . . . . . . . . . .962 Hospice of Miami County, Inc. . . . . . . . . . . . . .962 Hartstein-Favorite International Vocational Fund: Sabrina Chandler Study Program in Costa Rica . . . . . . . . . . .4,000 Alex Bruner - Ohio State London Honors Program . . . . . . . . . . . . . . . . . . . . .2,500 Upper Valley JVS - Yellowstone Student Trip . . .9,550 Hunter Family Fund: Dorothy Love Retirement Community . . . . . .3,144 Westminster Presbyterian Church . . . . . . . . .3,144 Irma M. Moyer Fund: Troy Nursing Association . . . . . . . . . . . . . . . . . 352 Larimer Family Fund: Health Partners of Miami County, Inc. . . . . . . .594 Troy Literacy Council . . . . . . . . . . . . . . . . . . . . 594 John M. Spencer Fund: Lincoln Community Center . . . . . . . . . . . . .53,293 Joseph Robert and Gwendolyn Lenore Henne Fund: American Cancer Society - Dayton . . . . . . . . . 870 American Heart Association . . . . . . . . . . . . . . 870 Hospice of Miami County, Inc. . . . . . . . . . . . . .870 The Troy Foundation 18 Distributions Continued Field of Interest 19 The Troy Foundation Maralyn T. Houser Fund: The Nature Conservancy . . . . . . . . . . . . . . . .7,207 Mary Alma Knife Fund: Township Aid . . . . . . . . . . . . . . . . . . . . . . . .3,324 Mary McCrea Deeter Fund: Brukner Nature Center . . . . . . . . . . . . . . . . .1,579 Friends of Hayner . . . . . . . . . . . . . . . . . . . . .1,579 McGraw Family Fund: UVMC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9,200 Miami County Recreational Trails Fund: Administrative Expenses - Brochures . . . . . .31,130 Minster Community Fund: Minster High School Scholarship Fund . . . . . . 500 Minster Historical Society . . . . . . . . . . . . . . . . 200 Minster Local Schools Technology Upgrades . . . . . . . . . . . . . . . .2,000 Minster Local Schools - Minster Middle School Rocket Club Trip . . . . . . . . . . . . . . . . 100 Overfield Early Childhood Program, Inc. Fund: Overfield Early Childhood Program, Inc. . . . . .556 Pat Stein Memorial Fund: St. Patrick Catholic School . . . . . . . . . . . . . . . 412 Perlema and Grace Sewell Fund: Ohio Council of Deliberation Scholarship Fund . . . . . . . . . . . . . . . . . . .21,047 Richard's Chapel United Methodist Church . .66,741 Troy High School Scholarships . . . . . . . . . . .21,000 West Ohio Conference of the United Methodist Church . . . . . . . . . . . . .63,141 Plennie and Walter Snyder Church Fund: St. Paul's Lutheran Church . . . . . . . . . . . . . . .1,102 R. George Kuser, Jr. Fund: LaMama Experimental Theater Club, Inc. . .14,934 Raymond and Ruby Steinmetz Fund: Troy Mayors' Concerts, Inc. . . . . . . . . . . . . . . .312 Reddy Family Fund: St. Patrick Catholic School . . . . . . . . . . . . . . .1,300 Richard Shellenbarger Music Fund: Dayton Philharmonic Orchestra . . . . . . . . . . .6,624 Richard and Virginia Burkholder Fund: Friends of the Hayner, Inc. . . . . . . . . . . . . . . . .393 St. Edwards University . . . . . . . . . . . . . . . . . . . 393 St. Patrick Catholic Church . . . . . . . . . . . . . . . 393 University of Notre Dame . . . . . . . . . . . . . . . . 393 Ruth Hollinger and J. Cameron Dungan Fund: Boy Scouts of America . . . . . . . . . . . . . . . . . . 485 Girl Scouts - Buckeye Trails . . . . . . . . . . . . . . . 485 Troy Main Street, Inc. . . . . . . . . . . . . . . . . . . . .871 Troy Altrurian Club Fund: Hospice of Miami County, Inc. . . . . . . . . . . . . .173 Troy Miami County Library Fund/Kathryn Marr: Troy-Miami County Public Library . . . . . . . . .1,410 Troy Miami County Library Fund/ Howard Schoch: Troy-Miami County Public Library . . . . . . . . . . 626 Troy Veterans Memorial Park Fund: City of Troy - Maintenance of Veterans Memorial Park . . . . . . . . . . . . . . .1,548 Village of Anna Endowment Fund: Administrative Expenses . . . . . . . . . . . . . . . . . . 40 Anna Civic Association, Inc. . . . . . . . . . . . . . .2,250 Anna Library . . . . . . . . . . . . . . . . . . . . . . . . . . 800 Anna Rescue Squad, Inc. . . . . . . . . . . . . . . . .1,050 Rocket Athletic Boosters . . . . . . . . . . . . . . . .2,000 Village of Anna . . . . . . . . . . . . . . . . . . . . . . .1,500 Village of Anna Park Committee . . . . . . . . . .2,000 Virginia A. Allen Fund: Brukner Nature Center . . . . . . . . . . . . . . . . . . 280 First Presbyterian Church . . . . . . . . . . . . . . . . 280 Friends of Hayner . . . . . . . . . . . . . . . . . . . . . . 280 Hospice of Miami County, Inc. . . . . . . . . . . . . .280 Troy-Miami County Public Library . . . . . . . . . . 280 W. H. Eidemiller Fund: Troy Nursing Association . . . . . . . . . . . . . . . . . . 77 William B. and Martha H. Howell Memorial Fund YMCA Grounds Maintenance Fund: Miami County YMCA - Robinson Branch . . . .1,559 William B. and Martha H. Howell Memorial Fund YMCA Sustaining Membership Fund: Miami County YMCA - Robinson Branch . . . .3,108 Total Donor Designated Funds . . . . . . . . .713,657 FIELD OF INTEREST FUNDS These funds allow support for causes of particular interest to donors. Fifth Third Bank Fund for Arts and Culture: Dayton Philharmonic Orchestra . . . . . . . . . . .1,794 Lafferty Family Fund: Troy Main Street, Inc. Downtown Flower Planter Program . . . . . . . .879 Louise L. Milner Fund: Tipp City Parks Department Trees for Kyle Park . . . . . . . . . . . . . . . . . . .1,750 Radle Family Fund: Bethel Local Schools . . . . . . . . . . . . . . . . . . . . 756 Warren Miltenberger Fund: City of Tipp City - Canal Park . . . . . . . . . . . .1,877 Total Field of Interest Funds . . . . . . . . . . . .7,056 Distributions from Agent Liability . . . . . .(106,760) TOTAL DISTRIBUTIONS . . . . . . . . . . . .$2,205,693 FUND-TO-FUND TRANSFERS General Fund: Charitable Checking Fund Class of 1948 Funds . . . . . . . . . . . . . . . . . .$1,581 Charitable Checking Fund - Operation Cloverleaf (Chamber Community Service Award) . . . . . .1,000 Scholarship Funds: Erik Greaker Memorial Scholarship Fund: Troy Foundation General Fund . . . . . . . . . . . . . .26 Heather and Holly LeGros Memorial Scholarship Fund: Troy Foundation General Fund . . . . . . . . . . . . 500 Donor Advised Funds: Charitable Checking Fund: Acorn Society Fund . . . . . . . . . . . . . . . . . . .10,000 Burns/Truster Family Fund . . . . . . . . . . . . . . . . 295 Class of 1950 Memorial Scholarship Fund . . . . . 20 Dickinson Fund of the First United Methodist Church . . . . . . . . . . . . . . . . . .31,000 Friends of the Troy-Miami County Public Library Fund . . . . . . . . . . . . . . . . . . . 250 Lester and Cleon Bowers Family Scholarship Fund . . . . . . . . . . . . . . . . . . .21,045 Lucy Fund . . . . . . . . . . . . . . . . . . . . . . . . . . .1,000 Miami County Recreational Trails Fund . . . . . . 200 Miami East Alumni Association Fund . . . . . . . . 500 Partners in Hope Fund . . . . . . . . . . . . . . . .10,000 Rotary Foundation Fund . . . . . . . . . . . . . . . . . 100 Stouder Memorial Fund . . . . . . . . . . . . . . . . 1,400 Taylor Family Fund . . . . . . . . . . . . . . . . . . .32,000 Tipp City General Fund . . . . . . . . . . . . . . . . . . 300 Tipp City Library Endowment Fund . . . . . . . . . 517 Tippecanoe Community Foundation Fund . . . 100 Troy Foundation General Fund . . . . . . . . . .10,910 Charles and Arlene Kleptz Fund: Troy Foundation Building Fund . . . . . . . . . . .1,000 Troy Foundation General Fund Partners In Giving . . . . . . . . . . . . . . . . . . . . 100 Charles and Virginia McCullough Allen Fund: Troy Foundation General Fund General Support . . . . . . . . . . . . . . . . . . . .6,696 Duke-Robinson Fund: Charitable Checking Fund Troy Classic on the Square . . . . . . . . . . . . .3,000 Miami Valley Recreational Trails Fund Brochures . . . . . . . . . . . . . . . . . . . . . . . . .27,830 Thomas and Helene Hartzell Fund: Suzanne Hartzell Wallace Memorial Scholarship Fund . . . . . . . . . . . . . . . . . . . .2,000 Tippecanoe Education Endowment Fund: Charitable Checking Fund Kitty Lobo Scholarship . . . . . . . . . . . . . . . . . 440 Troy Rotary Club Foundation Fund: Troy Foundation Building Fund . . . . . . . . . . .1,500 Troy Foundation General Fund Cincinnati Symphony Concert . . . . . . . . . . . 750 Upper Valley JVS Dental Foundation . . . . . . . . 500 Upper Valley JVS Education Foundation Fund: Doris Luckett Scholarship Fund Establish Permanent Fund . . . . . . . . . . . . .5,769 William B. and Marcia H. Howell Community Fund: Charitable Checking - UVJVS Student Assistance Fund . . . . . . . . . . . . . . . . . . . . .8,020 Donor Advised Funds: Cosley Family Fund: FISH of Troy, Ohio Endowment Fund . . . . . . .9,932 Harold and Lillian Miles Fund: Troy Foundation General Fund General Support . . . . . . . . . . . . . . . . . . .89,594 Hayner Family Fund: Troy Foundation General Fund General Support . . . . . . . . . . . . . . . . . . . .2,416 John H. and Mary Lafferty Fund: Brukner Nature Center Endowment Fund . . . . 962 Hospice of Miami County, Inc. Endowment Fund . . . . . . . . . . . . . . . . . . . . .962 John H. and Mary E. Lafferty-Friends of Hayner, Inc. Fund: Friends of the Hayner, Inc. Endowment Fund . . . . . . . . . . . . . . . . . . .1,916 Leo H. Faust and Grace Fern Heck Faust Fund: Troy Foundation General Fund General Support . . . . . . . . . . . . . . . . . . .56,611 Fund to Fund Transfers Total Net Assets Released from Restrictions . . . . . . . . . . . . . . . .$342,742 doing No one can do everything, but everyone can do something. …Unknown The Troy Foundation 20 Highlights of 2010 Grants Awarded Boy Scout Tropp 544 received funding from The Troy Foundation for the purchase of a new trailer and scouting equipment. The Friday night free summer music program, sponsored by Troy Hayner Cultural Center and Troy Main Street, Inc., and funded in part by The Troy Foundation, is a popular, well attended event. The Troy Foundation granted funding for Troy’s Make a Difference Day. 237 local volunteers worked at 9 different worksites on this national day of doing good. Brukner Nature Center received a grant to assist with the extensive refurbishing project on their groundfloor nature and animal exhibits. 21 The Troy Foundation Students at Concord Elementary School using iPads as part of their learning program through a grant from The Troy Foundation. Music, stories and fun are part of the learning experience in the Miami County Park’s Science Alive Program, which is funded in part by The Troy Foundation. Troy Rec Director, Beth Shrake stands at the entrance to the youth center which is receiving HVAC and roof repair thanks to funding provided by The Troy Foundation. The Troy Foundation provided a grant to Habitat for Humanity, helping people help themselves, in support of the Miami County Neighborhood Stabilization Program. Pictured left is one of several of the new homes built. Troy’s annual Festival of Nations celebrates our community of cultures and receives funding from The Troy Foundation. The featured country in the 2010 festival was South Africa which celebrated with costumes and dances. The Japanese exhibit enjoyed a crowd of visitors. The Troy Foundation 22 How to Become a Part of The Troy Foundation Now more than ever it is important for us to reach out to the fellow members of our community. The needs are as strong as they are varied. One way to make a difference in the lives of so many people is through donations to The Troy Foundation. What difference can one person make? The Troy Foundation would like you to know that one person can definitely make a difference. You can make a lasting gift to the community, large or small, through your donations. Remember, philanthropy is not just for the wealthy. Contributions of all sizes added together can and do make good things happen. You can become a donor to an organization that exists for the sole purpose of making things better for the people and places in your community through The Troy Foundation. Here’s how: Ways to contribute The Troy Foundation offers its donors a flexible, easy way to aid a broad range of worthy organizations while enjoying the most favorable tax treatment the law allows. There are a number of ways you can make a lasting gift to the community and whatever your personal interests, causes or reasons for giving, your wishes can be carried out. In addition to the specific fund categories, there are others ways to endow The Troy Foundation. For example, if you already have established a private foundation, it can be transferred to The Troy Foundation to eliminate your needs to manage such an entity. This is especially helpful when family members become scattered but wish to maintain local giving. The Troy Foundation will guarantee that the identity and purpose of the original private foundation are preserved and that family members continue as fund advisors. Another way to contribute is through capital-gain property such as real estate and securities. These can be given to the Foundation for a tax deduction at full fair market value and free of capital gains and estate taxes. If the contribution exceeds your gift limitation, you may avail yourself of a carry-forward for future tax years. Partners in Giving Partners in Giving is a partnership program created to give residents a special opportunity to contribute to The Troy Foundation while learning more about the organization through volunteer activities, newsletters, and the annual report. Annual membership is $100. One hundred percent of the contributions made to the Partners in Giving membership is added to the Foundation’s General Fund to assist in our grantmaking. Finally, you may wish to include The Troy Foundation in your will. Bequests will not be subject to estate or inheritance taxes. Although you may designate almost any charitable purpose, you may wish to consult the Foundation about the proper language of your bequest. There are many ways to include The Troy Foundation while still providing for your beneficiaries. Consult with your financial, tax or legal advisor when you are contemplating a gift to The Troy Foundation. SPECIAL NOTE: In order to provide our contributors with the most favorable tax status the law allows, The Troy Foundation must seek and receive support from a wide range of donors. Each year, public contributions must account for at least ten percent of total support (investment income and donations) of the Foundation measured over the four previous years. As funds grow and our annual income increases, the level of community participation becomes increasingly important. As always, we thank you for helping The Troy Foundation continue to thrive and the citizens in our community continue to benefit. The Legacy Society 23 The Troy Foundation In 1999, The Troy Foundation established The Legacy Society to create an opportunity for and to recognize those people who are making plans today that will provide benefits to the community well into the future. The Legacy Society is the Foundation’s way of assisting, recognizing and thanking these benefactors for their foresight, generosity and their philanthropic leadership. Leaving a legacy can take the form of bequesting a certain dollar amount or percentage of your estate to The Troy Foundation in your will. Another way is to name the Foundation as the beneficiary of a new or existing life insurance policy. Also, leaving a legacy is not just for those who would like to plan for donations after their death. Anyone can set up a fund that, as soon as the interest has accrued, endows a cause you hold dear to your heart. In this way you can witness what your contributions are doing and enjoy the results firsthand. The “how to” questions about leaving a legacy can be answered by calling The Troy Foundation at 937-339-8935 or by consultation with your attorney, accountant, insurance professional, financial planner or the trust department at your bank. care and concern For a community to be whole and healthy, it must be based on people’s care and concern for each other. …Millard Fuller The Troy Foundation 216 W. Franklin Street Troy, Ohio 45373 (937) 339-8935 Printed on recycled paper PAID Non-Profit Organization US Postge Permit #512 Troy, OH
