building for the future - portlandfoundation.org

Building for the Future

Table of Contents

1 Message from The Portland Foundation

2 Donations, Memorials, and Celebrations

5 Friends of Jay County Agriculture

6 New Endowments

7 Funds of The Portland Foundation

25 Women’s Giving Circle

26 Scholarships

26 Lilly Scholarship Recipient

29 Grants From Unrestricted & Field of Interest Funds

30 Financials

32 Dashboard

Back Cover Board of Trustees & Staff

The Portland Foundation2013 Annual ReportFront CoverPortland is the birthplace of automotive engineer Elwood Haynes, who somewould argue invented the first automobile. Portland now has a mural onone of its downtown buildings to honor Mr. Haynes, due in part to grantfunding from The Portland Foundation.

Portland businessman Randy Fisher brought the idea of the mural to theFoundation, having witnessed similar projects in towns in Missouri along theMississippi River. With guidance from the Foundation, Mr. Fisher partneredwith the Jay County Historical Society to submit a grant proposal for a muralto be painted on the north side of the Eagles Building in downtownPortland. But first, work had to be done to prepare the wall for the muralproject. Mr. Fisher used his own funds for the brick wall to be powerwashed, tuck pointed, and painted.

The Foundation board of trustees approved the grant proposal in theamount of $10,000 and artist Pamela Bliss was hired to complete the work.Bliss, who teaches a public art and space class at Indiana University, hasworked on other mural projects in the state, including tributes to GennettRecords and early Jazz music in Richmond, and to author Kurt Vonnegut inIndianapolis. Bliss completed work on the mural in August 2013.

But the story does not end there. The beautiful mural on the restored northwall of the building was complemented by the front of the building thatalso needed restored. The Portland Foundation reached out to the PortlandRedevelopment Commission and offered to partner on funding therestoration of the façade on the building. The Commission agreed to theoffer, and the Foundation granted $6,930 towards the $14,550 project. Mr.Fisher then partnered with the owner of the building adjacent to the southof the Eagles building and its façade is now also restored.

A quote at the bottom of the mural that is attributed to Mr. Haynes isappropriate for the end of the story that began with one man’s dream andended with the collaboration of many parties in order to make the dream areality. “It is the good that we may be able to do for our fellow men andnot the glory of achievement that really counts.”

Cover Photo by The Portland Foundation

Dear Friends,

As we close yet another successful year at The Portland Foundation, we are reminded that the journey of a community foundation isa marathon and not a sprint. It is about relationship building in order to grow endowments that are meant to last for perpetuity, andit is about being good stewards with assets that have been gifted to us.

The Foundation was the recipient of six estate gifts during 2013. This report celebrates those donors’ lives, as well as the lives of allof our donors over the past sixty two years. Our donors bless us with the ability to serve Jay County as we work to enhance thequality of life in the community.

The generosity of our donors in a community of 21,250 continues to astound us. Who would ever have dreamed that two gifts of$1,000 each in 1952 would be the seeds that have blossomed into an organization with assets of nearly $29 million and 310endowment funds? We certainly wonder what our founders would think of the organization and if they, in their wildest dreams, everthought it would grow the way it has.

We have accomplished much but there is still more to be done because, as the title of this report suggests, The Portland Foundationis building for the future of Jay County!

From our board and staff to you…thank you for trusting us with carrying out your philanthropic legacy.

With Gratitude,

Mary Davis Douglas L. InmanPresident, Board of Trustees Executive Director

Message from The Portland Foundation

Building for the Future 1

DONATIONS, MEMORIALS AND CELEBRATIONSAlpha Associate Chapter ofKappa Kappa Kappa

AnonymousJohn & Dr. Mary ArmantroutPat BennettScott BollenbacherRon and Joyce BrandonMichele BurnsBryant Alumni AssociationCincinnatus LeagueCity of PortlandCarmen ClaybornDiane ColdrenJohn ColdrenLaura CurryBill & Mary DavisCindy DenneyCarol FeltsRussell L. Figert EstateFirst Bank of BerneTed C. Fleming EstateTim Frakes and ChristineSalama

Phil & Linda FrantzCharlie FreelDeidre FryeDavid FullenkampPatricia GibsonEthelyn GlentzerMark GoldmanGoodrich Family FoundationJohn & Sarona GoodrichGladys Hardy EstateAshley E. HarwelSteve HedgesLarry & Maria HiattJason & Maria HoffmanMarianne HornBarry & Elizabeth HudsonDavid & Tonya Hyatt

Dean & Jennifer InmanDouglas InmanRoger & Bev InmanRusty InmanTheresa InmanBrian & Heather IsonJane JacksonJay Community CenterJay County Cancer Society WalkAgainst Cancer

Jay County Chamber ofCommerce

Jay County High School FFAJay County Historical SocietyJay Randolph DevelopmentalServices

Dean JetterRex JournayPatricia JoynerJohn Jay Center for LearningRon LauxLarry LeeJoanna LehnerCarter & Vicki LeonardMadison AlumniGary & Bonnie MaitlenBill & Kim McAbeeMeshberger Brothers StoneCorporation

Timothy & Jane MillerJohn MooreLenny & Bridget MuhlenkampNichole MyersCarl & Pamela OdleNancy PearsonPortland Breakfast OptimistClub

Portland Evening Optimist ClubPortland Rotary FoundationCynthia Portteus

Glen E. Pyle EstateNed & Linda ReesEric ReynoldsJoel & Connie RobertsJack & Connie RonaldTroy & Kim RoseJane Ann RunyonBetty SanningJames & Jane SchwartzMillard & Betty SchwartzAngela ScottS.D.P. Manufacturing, Inc.Judith A. Sipe EstateGeorge & Vickie SpradlingBecky StaffordMarlene StevesonVernon StippBetty StoneHerb StrattonJim & Pat SudhoffSue SudhoffRuth Tharp EstateReda Theurer-MillerRobert & Janice VerniaJody WalkerMike WaltersRob & Mindy WeaverBud & June WendelRuth Ann WidmanFlorence WileyMark WilsonDavid WolvertonJohn & Gretchen YoungTom & Joyce YoungJim & Carol Zimmerman

Freedom Park DonorsRieko AbbottDaughters of the AmericanRevolution – MississinewaChapter

Charlie FreelGoodrich Family FoundationThurman HiseyRoger & Bev InmanDean & Margie JetterPaul Johnson EstateLinus MescherMark & Paula MosesMt. Zion United MethodistChurch

Nicole PowellBill & Bev PyleDennis & Ruby ShaneyfeltGene StiglemanGary & Barbara StreetKim, Aaron, & Amber Thomas

Friends of Jay CountyAgriculture Donors

AnonymousD & G FarmsRick and Beth DuesBill & Arlene HornDennis & Marianne HornDoug & Carla HornIOM Grain LLCMatt & Jenny JohnsonTom & Phyllis JohnsonRex & Carolyn JournayBob & Joyce LyonsMinnich Poultry LLCDale & Alice PearsonRodgers Farms LLCTroxel Equipment CompanyRob & Mindy Weaver

Women’s Giving CircleDonors

Suzie Arnold

Janet BarrettPam BennettCarole BrighamSue BryantJane CarlinRosie ClammeDiane ColdrenSharlette ColeGail ComptonNatalie CoxMary DavisSharon DavisShirley DeWittJune DomingoBarbara DowningSue DunnJanice DurhamJanice FisherJulie ForcumJeanna FordLinda FrantzRobbin FullenkampDeanna GillespieEthelyn GlentzerGloria GreenCathy Habegger

2 Building for the Future

Meg HabeggerSelena HallSharon HammersDiane HanlinCarol HedgesShirley HerrinZola HidyBecky HinkleMarianne HornTammy HornElizabeth HudsonJane JacksonMargie JetterPhyllis JohnsonLola JoyKate JuilleratLinda KennedyBetty KriegGisela LeMasterElasha LennartzLinda LoweMim LudyBonnie MaitlenBetty Sue ManorBecky MatchettMargaret McBrideJackie McCollumGwen McDanielCheryl MillerJoyce MilliganBeverly PriestNina RecordsMary Helen RigbyCletes RinesSue RinkerConnie RobertsJane Ann RunyonVirginia SchenckJulia SchwomeyerJoy ScottenWilburta Shannon

Debbie ShreeveHeather SimpsonBetty StoneMerylin StrohlJanice StuckyJean StuckyJane SwitzerLois TatmanMeranda TeeterReda Theurer-MillerDeb TiptonJoyce TiptonJudy Toms-MedlerPhylis UppAlice ValentineSue WadeJune WendelRuth Ann WidmanFlorence Wiley-StonerJudy ZearbaughLou Ann Zimmerman

MemorialsIN MEMORY OF MATT AKERAnnette & Jarrod AlexanderMichael & Linda AkerAker PlumbingAker-Taylor Plumbing, Heatingand A/C

Arch Bridge KroozersArm’s Auto BodyMichael AshmanBaird-Freeman Funeral HomeRobert & Denice BellMandy BoeckmanBollenbacher & AssociatesDavid & Jennifer BooneJeffrey & Jerri BostSue & Larry Brandenburg

Cindy CarterCentral OuterwearCity of PortlandTracy ClarkClear ChiropracticComo ServiceCorwin Trenching andExcavating

Donald CramerBill & Mary DavisCindy & Donald DenneyMelissa & Charles DenneyDun-Pence Inc.Dunkirk Volunteer FireDepartment

Dunn Family Dental CareJohn & Georganna FergusonLori FergusonFirst Bank of BerneThe Flower NookFranklin’s Electrical ServiceFrontline ConstructionG & G Oil Co. of IndianaZachary GaskillMalcolm C George DDS PCEugene & Jane Anne GillumHarris MechanicalSara HinesDoug & Carla HornJeff & Tammy HornChristopher & Lisa HornerBruce HosierIndiana Fire Chiefs AssociationInman InsuranceCharles & Linda IschJay County BeverageJay County Sheriff’s ReserveJay Financial AdvisorsKevin KellerLandon ExcavatingLaux Plumbing & HeatingBradley & Lea Laux

Margaret LindseyNancy LiningerRandy & Tami MannLeslie & Cindy MarckelEmily McKibbenGary & Jeanne McMillanBrent & Whitney MosbyMoser Motor SalesRodney MilesCindy & Ray NewtonKeith & Melissa OsterholtPak-a-SakPioneer PackagingPOET Biorefining PortlandThe Portland Evening OptimistClub

Portland Motor PartsThe Portland Veterinary ClinicEmily PritchettRedkey Volunteer FireDepartment

Mr. & Mrs. Tim RinggerSherry & Jesse RowlesDuane & Rose SautbineLora & Donnie SchlosserDale & Nicole SchwietermanSteed’s Heating & CoolingGregory & Randi StevensGuy Tressler ExcavatingTri-State Gas Engine & TractorAssociation

Paul VesperryNichole WickeySteven & Danielle WeitzelWilliams Auto PartsWilliamson Spencer and PenrodFuneral Homes

1 Shot Sports

IN MEMORY OF JEAN ASHLEYJaniece Collins

Sandra Roberts & Gary McCoyVirginia SchenckRobert & Lorna SnyderMark & Lois TatmanJohn & Judith Tomke

IN MEMORY OF BILL AND BEVBUSSEAR

Rob & Mindy Weaver

IN MEMORY OF MARIANBUTCHER LEE

John & Dr. Mary Armantrout

IN MEMORY OF NANCYCAMPBELL

Jay-Randolph DevelopmentalServices

IN MEMORY OF DOROTHYCLEMENS

Dick & Suzie Arnold

IN MEMORY OF MARYCORWIN

Doug & Cindy CashAl & Paula ConferDennis & Marianne HornWilliam & Jan HurstRonald & Patricia JoynerGordon & Lucy KeslerMarilyn LoydCraig & Vicki MillerRon & Carol PaxsonThomas & Iris PaxsonDaniel & Cynthia WheelerMark Wilson

DONATIONS, MEMORIALS AND CELEBRATIONS


DONATIONS, MEMORIALS AND CELEBRATIONSIN MEMORY OF ALVA DEAN

CRAIGJay-Randolph DevelopmentalServices

IN MEMORY OF JACK CULLENAnonymousDean & Loretta Wilson

IN MEMORY OF SHARON DUESJoe DuesFinancial Achievement Services,Inc.

Tim HiderHonda TransmissionManufacturing of America,Inc.

IN MEMORY OF TERRYELLIOTT

Jim & Carol Hedges

IN MEMORY OF KATHLEENGALBRAITH

Dan & Charlene BartonMark Wilson

IN MEMORY OF GARY P.GIBSON

Pat Gibson

IN MEMORY OF MARY HELENNORTH GILDERSLEEVE

Gary Gildersleeve

IN MEMORY OF JEANNIEHABEGGER

Ted HabeggerTodd & Joni Penrod

IN MEMORY OF GLADYSHARDY

Bud & June Wendel

IN MEMORY OF MARGARETHARDY

Jonathan & Julia BirgeStephen & Aimee DoctoroffRalph & Pauline DrybroughJohn & Anne DuffyTim Frakes & Christina SalamaFamily

Paula & Ed GoldenMarc & Patricia MattilleMark & Elyce MetznerBill & Joyce MilliganJohn & Anne RobertsLouis & Rhona SternCraig & Deborah WatsonMervyn & Anita WeisJoann Vormohr

IN MEMORY OF MARYHARROD

Alpha Associate Chapter ofKappa Kappa Kappa

Barry & Elizabeth Hudson

IN MEMORY OF ROSEMARYHOGG

Jay-Randolph DevelopmentalServices

IN MEMORY OF ZACKERY W.HUMMER

Jennifer BaileyJonathan & Angela BickelTammy & Marc BogenschutzNicole BuonomoJerid Conatser & StephanieMorgan

Deborah CoxDan & Charity CummiskeyPatrick CummiskeyJudith GarrStephen & Angela GeorgeBradley & Angela HimesJeffrey & Karen HitchensChris HummerRichard & Danielle IarussiEmily & James JonesSherri KaffenbergerCheree & Harry McCallisterMark & Tonja McClainJames & Barbara McEwenDenice MorganAnn MorrisDerek RodgersJessica & Ryan RogersS.D.P. Manufacturing, Inc.Grayson Suman

IN MEMORY OF FRANK INMANKevin & Theresa Inman

IN MEMORY OF EUGENEKELLY

Bud & June Wendel

IN MEMORY OF KIM LIGGETTBob & Lorna SnyderBud & June Wendel

IN MEMORY OF MARY ANNMAY

Tom & Linda Kennedy

IN MEMORY OF LEEMCDANIEL

Andrew & Ashley HarwelBarry & Elizabeth HudsonMark & Lois TatmanTyler & Kara Tatman

IN MEMORY OF BOBMCCREERY

Nanette DeGaetanoFirst Bank of BerneBill & Joyce MilliganCletes RinesBob & Lorna Snyder

IN MEMORY OF BOB MINCHRuth Lee

IN MEMORY OF F.M. “TED”MONTGOMERY

John & Dr. Mary Armantrout

IN MEMORY OF CHARLOTTEMOREHOUS

Mark Wilson

IN MEMORY OF ASHLEYMUHLENKAMP

June Study

IN MEMORY OF MARVINMUHLENKAMP

Charles & Betty Muhlenkamp

IN MEMORY OF LORENOGBORN

Barry & Elizabeth Hudson

IN MEMORY OF WANDAPFEIFER

Ronald & Patricia Joyner

IN MEMORY OF ROBERTQUADROZZI

John & Helen CastonguayJane Jackson

IN MEMORY OF DAVIDREYNARD

Ruth Lee

IN MEMORY OF ERNAREYNOLDS

Bob & Rosie Clamme

IN MEMORY OF JIM RICKNERMark Wilson

IN MEMORY OF KRIS ROSEJames & Maureen McKahan

IN MEMORY OF PAUL SAXMANJohn & Dr. Mary Armantrout

IN MEMORY OF DENNISSHANEYFELT

Greg & Ramona ImelVictor & Thelma Overla

IN MEMORY OF DICKSHREEVE

Ron & Mary Ellen Bickel

IN MEMORY OF EVERETTSHREEVE


IN MEMORY OF GLENSHREEVE


IN MEMORY OF PAULSHREEVE


IN MEMORY OF BOBSTEPHENS

Richard & Carolyn Carducci4 Building for the Future

John & Diane ColdrenJay Community Center StaffRosie PensingerLarry RenfroBob & Lorna SnyderRandall & Karen Youngman

IN MEMORY OF WILLIAMSUDHOFF

Cyndi PortteusBetty SanningJim & Pat SudhoffSue Sudhoff

IN MEMORY OF EVERETTTAYLOR

Asbury United MethodistChurch Homemakers SundaySchool Class

Michael & Lana AshleyPat & Pam BennettRoger & Luetta BowenJeff & Alice BuddeJohn & Diane ColdrenTom & Rita DunnJim & Julie ForcumCharlie & Barb FreelRon & Loni FreemanDr. Dave & Robbin FullenkampAndrew & Ashley HarwelJerry & Mahilani HiattTom & Norma HiattDean & Margie JetterRobert KunkleGary & Bonnie MaitlenLewis & Rebecca MatchettJan MillerMillard & Betty SchwartzShirley SkrobanskiMark & Lois TatmanJohn & Gretchen Young

IN MEMORY OF STAN TEETERDick & Suzie ArnoldBarry & Elizabeth Hudson

IN MEMORY OF JUSTINVALENTINE

Baird-Freeman Funeral HomeBollenbacher & Associates, LLCBryant Combine Parts LLCConservicoHoly Trinity Catholic Church2013 Confirmation Class

Warren & Janice LoweLenny & Bridget MuhlenkampProgressive Office ProductsPit StopPortland Insurance AgencyReins & Rainbows, Inc.David & Marjorie WellmanElizabeth Wellman

CelebrationsIN HONOR OF DICK & SUZIE

ARNOLDDerek, Mandy, & Kenna ArnoldKyle & Abby Champ

IN HONOR OF MISSYARNOLD’S BIRTHDAY

Dick & Suzie Arnold

IN HONOR OF PAT BENNETT’SRETIREMENT

Bob & Rosie Clamme

IN HONOR OF ABBY CHAMP’SBIRTHDAY

Dick & Suzie Arnold

IN HONOR OF JESSICADURKOVICH’S BIRTHDAY

Dick & Suzie Arnold

IN HONOR OF PHIL FRANTZ’S69TH BIRTHDAY

Andy & Jill DeHoff

IN HONOR OF PHIL & LINDAFRANTZ’S 50THANNIVERSARY

Bud & June Wendel

IN HONOR OF JANE GILLUMAlpha Associate Chapter ofKappa Kappa Kappa

IN HONOR OF AMI HUFFMANBob & Rosie Clamme

IN HONOR OF MIKE McKEE’SRETIREMENT

Bob & Rosie Clamme

IN HONOR OF VIRGILSHREEVE


DONATIONS, MEMORIALS AND CELEBRATIONS


FRIENDS OFJAY COUNTY AGRICULTURE

At December 31, 2013 the Friendsof Jay County AgricultureEndowment has grown to $116,697and the Friends of Jay CountyAgriculture Fund has grown to$10,909.

Grants were awarded to:

Jay County 4-H Poultry Club -$3,000 to fund the purchase ofcages, a trailer, fans and feeders.

Jay County FFA - $2,000 matchinggrant to fund a tree walk of the 50trees native to Indiana.

Doug Inman (right) presents a grant check to Kim Homan,Jay County 4-H Poultry Club Superintendent, and MarkValentine, Jay County 4-H Council Treasurer.

Sharon Dues MemorialScholarship Fund –Established in 2013 by JoeDues as a memorial to his wife.Sharon was a longtimeemployee of the Jay SchoolCorporation who believedstrongly in the importance ofeducation and the benefits it

provides for a student's future. The fund shallprovide scholarships to Jay County High Schoolgraduates.

Russell and Mary Jane Figert ScholarshipFund – Established in 2013 by the Russell FigertEstate. Russell was a teacher and principal atNoble School and Mary Jane was a bookkeeperfor several local businesses. The fund shallprovide scholarships to graduates of Jay CountyHigh School.

Ted C. Fleming and Alma M. FlemingEndowment Fund – Established in 2013 by theTed Fleming Estate as a memorial to himself andhis sister. Alma owned the Jay County AbstractCompany and Ted was an employee of thecompany.

Gladys G. Hardy ScholarshipFund – Established in 2013 bythe Gladys Hardy Estate.Gladys spent a part of herworking career as a nurse,working especially with theelderly. The fund shall providescholarships to Jay CountyHigh School graduatesstudying nursing.

Larry and Maria Hiatt Endowment Fund –Established in 2013 by Larry and Maria Hiatt.The fund shall provide support for the JayCounty Historical Society. The Hiatts serve asvolunteers at the Historical Society, whereLarry serves as president of the board ofdirectors.

Pay It Forward Scholarship Fund –Established in 2013 by the Foundation board toprovide an opportunity for previousscholarship recipients to “Pay Forward” theirscholarship award to assist future generationsof Jay County students.

Earl G., Genevra J., and Glen E. PyleEndowment Fund – Established in 2013 by the

Glen Pyle Estate as amemorial to himself and hisparents. Glen was a magicianand performed as “Gomer theClown,” visiting Fort Waynearea nursing homes andhospitals.

Judith A. Sipe EndowmentFund – Established in 2013 bythe Judith Sipe Estate. Thefund will provide support forprojects at the Jay CountyHospital, where Judy servedas an employee for manyyears.

Everett and Lisabeth HiattTaylor Memorial ScholarshipFund – Established in 2013 bythe family of Everett andLisabeth Taylor who werelifetime residents of rural JayCounty. Although unable toafford college himself, Everettunderstood the value of

education. Lisabeth was one of eleven children,nine of whom graduated from college. Everettwas a farmer and an executive at the JayGarment Company and Lisabeth was a teacher.The fund shall provide scholarships to JayCounty High School graduates.

Orla L. and Ruth E. Tharp Educational Fund –Established in 2013 by the Ruth Tharp Estate.Orla Tharp was the Cashier at the PeoplesBank and Ruth was a homemaker. The fundshall provide scholarships to Jay County HighSchool graduates.

New Endowments


ADMINISTRATIVE FUNDSFunds have been established to provide supportof the administrative expense of the Foundation.

50th Anniversary AdministrativeEndowment $39,964

Established in 2001 by the Foundation boardwith gifts received in honor of The PortlandFoundation’s 50th Anniversary.

Ann H. GoodrichAdministrative Endowment $95,013

Established in 1999 by Ann H. Goodrich,philanthropist and civic leader. The fund is toprovide support for the operation of theFoundation.

Administrative EndowmentFirst Merchants Bank $391,915

Established in 1999 through matching fundsfrom Lilly Endowment’s GIFT III Initiative. Thefund is to provide support for the operation ofthe Foundation.

Administrative EndowmentMainSource Bank $271,909

Established in 1999 through matching fundsfrom Lilly Endowment’s GIFT III Initiative. Thefund is to provide support for the operation ofthe Foundation.

Hugh N. Ronald, Jr. Memorial Trust $52,098Established in 1983 by the Graphic PrintingCompany, publishers of The Commercial

Review. Mr. Ronald was the former publisherand president of the firm as well as co-founderof The Portland Foundation. The fund is toassist in the administrative expense of runningthe Foundation.

Edward A. and Orpha M. Zearbaugh MemorialEndowment Fund $4,007

Established in 2011 by Dale and Ruth AnnWidman in memory of Mrs. Widman’s parents.Mr. and Mrs. Zearbaugh were long-timePortland residents and were active in thecommunity. The fund is to provide support forthe operation of the Foundation.

ADMINISTRATIVE FUNDS TOTAL $854,906

UNRESTRICTED FUNDSUnrestricted funds enable the Foundation torespond to changes and opportunities in thecommunity in a proactive manner. Donors whocreate and support these funds understand thatunforeseen events and situations are inevitable,and the Foundation needs flexibility inaddressing them. The donor allows the Board ofTrustees the freedom to choose the grantrecipients.

Abromson-Fleming Memorial Trust $790,600Established in 1975 by Mrs. Marian F.Abromson in memory of her father, JamesFleming, a local attorney and civic leader.

James and Marian AbromsonMemorial Trust $22,970

Established in 1989 by Suzanne A. Joiner as aliving memorial to her parents. Mr. and Mrs.Abromson were local business and civicleaders and both served as Foundationtrustees.

Russell H. Ashton, Ruth L. Ashton andRichard W. Ashton Memorial Trust FundFirst Merchants Bank $1,382

Established in 1996 by Richard W. Ashton as amemorial to his parents. Mr. Ashton worked asa salesman and Mrs. Ashton was a homemaker.

Russell H. Ashton, Ruth L. Ashton andRichard W. Ashton Memorial Trust FundMainSource Bank $11,575

Established in 2006 by the will of Richard W.Ashton as a memorial to his parents andhimself.

Kelly and Margaret BaggsEndowment $986,547

Established in 2010 by Margaret Baggs. Mr. andMrs. Baggs were responsible for the creation ofthe nature trails at Weiler-Wilson Park inPortland.

Charles A. Baird Trust $20,608Established in 1955 by Mr. Baird. He was theowner of the Baird Funeral Home and was oneof the Foundation’s first trustees.

The Foundation is made up of many endowments, or “funds.” Each wasestablished with a separate, simple agreement. Although pooled forinvestment purposes to benefit from economies of scale, each fund isaccounted for separately.

You can establish your own fund or add to an existing endowment in ThePortland Foundation. Gifts of any size can be added at any time. TheFoundation currently administers 310 funds.

Funds of The Portland Foundation

Charles A.Baird

Edward andOrpha

Zearbaugh

MarianAbromson

Russell H.Ashton


Charles & Helen Barrenbrugge MemorialGeneral Charitable Trust $110,267

Established in 2008 by the Helen BarrenbruggeEstate. The fund shall be used for generalpublic purposes of Jay County and thesurrounding community.

Carl Bimel Fund $111,316Established in 1980 by Mr. Bimel’s will. Mr.Bimel’s family owned the Bimel Spoke andWheel Factory.

John and Dr. Carole Brigham Fund $148,948Established in 2002 by John and CaroleBrigham. John is a retired banker and formerFoundation trustee. Carole is a retired nursingprofessor at Ball State University.

William Bynum Memorial Fund $1,146Established in 2000 by Maxwell Naas throughthe Naas Family Charitable Endowment. Mr.Bynum was a longtime executive at Naas Foods,Inc. in Portland.

Lawrence H. and Mary Jane CalhounMemorial Fund $150,609

Established in 2007 by the Mary Jane CalhounEstate. Mr. Calhoun was a local pharmacist formany years. He first became associated withSyphers Brothers Drug Store in 1929 andbecame a partner in 1950. The store laterbecame known as Calhoun Drugs whenLawrence and his wife, Mary Jane, took overcomplete ownership. The store closed in 1971.

Community EnhancementEndowment Fund $380,656

Established in 2001 by the Foundation Boardwith gifts received towards the Endowment’s $2million challenge match under LillyEndowment’s GIFT V Initiative.

Ted C. Fleming and Alma M. FlemingEndowment Fund $256,916

Established in 2013 by the Ted Fleming Estateas a memorial to himself and his sister. Almaowned the Jay County Abstract Company andTed was an employee of the company.

Phil and Linda Frantz FamilyEndowment Fund $5,030

Established in 2009 by Linda Frantz as anunrestricted fund in honor of her husband, PhilFrantz’s 65th birthday. Phil is a formerFoundation trustee.

Charles W. Geeting Memorial Trust $25,401Established in 1976 through the will of Mr.Geeting, a Madison Township farmer who askedthat his gift would especially benefit children.

General Memorial FundFirst Merchants Bank $8,176

Established in 1955 at First National Bank bythe Foundation’s Board of Trustees as adepository of memorial gifts made byindividuals, corporations and othercontributors and is used for general purposesof the Foundation.

General Memorial FundMainSource Bank $3,736

Established in 1955 at MainSource Bank by theFoundation’s Board of Trustees as a depositoryof memorial gifts made by individuals,corporations and other contributors and isused for general purposes of the Foundation.

General Unrestricted FundFirst Merchants Bank $3,350

Established in 1996 at First Merchants Bank bythe Foundation’s Board of Trustees as adepository of gifts that are not directed to aspecific fund and is used for general purposesof the Foundation.

General Unrestricted FundMainSource Bank $1,444

Established in 1996 at MainSource Bank by theFoundation’s Board of Trustees as a depository ofgifts that are not directed to a specific fund and isused for general purposes of the Foundation.

Eugene M. & Jane Anne GillumEndowment Fund $9,809

Established in 2008 by Gene and Jane Gillum.Gene was a physician in the community fornearly 40 years. Jane worked alongside herhusband as the office manager for his medicalpractice.

Bertha and Ralph Green – Helen andTony Saffer Memorial Trust Fund $25,719

Established in 1999 by the will of Mrs. Saffer.

Donald A. Hall Memorial Trust $55,585Established in 1981 by Mr. Hall’s family. Mr. Hallwas a former President of the Portland Forge.

Donald and Vadia Hall Trust $2,315,123Established in 1981 by Vadia Hall, daughter ofPortland Foundry co-owner L. G. Holmes andwidow of Donald A. Hall, former Portland ForgePresident and civic leader.

Lee G. and Corinne Hall Fund $229,556Established in 1980 by Mr. Hall as a livingmemorial to his wife, Corinne, a longtime civicleader. Mr. Hall, a former Portland Forgepresident, was also a civic leader.

Margaret and John Hardy, Jr. Fund $19,360Established in 2006 by Margaret Hardy as amemorial to her husband.

Barry and Elizabeth HudsonFamily Fund $166,555

Established in 2002 by Barry and ElizabethHudson, local civic and business leaders.

John andCaroleBrigham

WilliamBynum

CharlesBarrenbrugge

Lawrenceand MaryCalhoun

Jane & GeneGillum

Vadia Hall


John J. and Grace R. JaquaEndowment Fund $11,763

Established in 1999 upon the death of Mr.Jaqua, co-founder of the Foundation. Mr.Jaqua was the former president of CitizensBank and a civic leader in Portland. Mrs.Jaqua was a longtime civic leader.

Charles and Ruth Joos Fund $118,539Established in 2010 by the Ruth Joos Estate.

Bob W. & Frances M. LeggettEndowment Fund $367,394

Established in 2008 by the will of Bob W.Leggett. The fund shall be used forunrestricted charitable purposes.

Lilly Endowment FundFirst Merchants Bank $657,683

Established in 1993 by the Foundation board.The trust was funded with additional moneyfrom Lilly Endowment’s GIFT Initiative.

Lilly Endowment FundMainSource Bank $380,380

Established in 1992 by the Foundation board.The trust was funded with additional moneyfrom Lilly Endowment’s GIFT Initiative.

James E. Luginbill Memorial Fund $2,312Established in 2005 by The Graphic PrintingCo., Inc. in memory of three-term PortlandMayor, Jim Luginbill. A World War II veteran,Mayor Luginbill spearheaded economicdevelopment efforts to bring hundreds ofjobs to Jay County.

Jim and Jean LuginbillEndowment Fund $28,600

Established in 2005 by the will of JimLuginbill.

MainSource Bank Endowment Fund$19,709

Established in 2002 by MainSource Bank.The Foundation traces its relationship withthe bank back to 1951 when the first trustwas established with Peoples Bank.

J. Murl and Opal (Smith) MayMemorial Fund $29,940

Established in 2001 by their children, MaryMay Geeting, Paul M. May, Ruby MayGeeting, and Ralph F. May. Mr. and Mrs.May were lifetime residents of Jay Countyand were Madison Township farmers. Mr.May was a community leader and served onthe Jay County Fair Association Board ofDirectors.

Meshberger Brothers StoneCorporation Fund $135,687

Established in 1997 by Meshberger BrothersStone Corporation in honor of itsemployees and as a thank you to its JayCounty customers.

Greg and Marianne MoserFamily Fund $328,729

Established in 2002 by Greg and MarianneMoser, local industrialists and civic leaders.

Maxwell N. Naas and Cornelia S. NaasCharitable Trust $155,735

Established in 1984 by Mr. & Mrs. Naas,both civic leaders in the community. Mr.Naas was a former Foundation trustee aswell as former president of Naas Food.

Gladys Thomas PearsonMemorial Trust $9,952

Established in 1983 by Mrs. Pearson’sfamily as a memorial to her concern for theimprovement of quality of life. Mrs.Pearson was a longtime retail clerk.

Jacquin S. Peterson MemorialEndowment Fund $13,152

Established in 2003 by James Peterson incelebration of Jackie’s life as a wife andmother.

Earl G., Genevra J., and Glen E. PyleEndowment Fund $18,077

Established in 2013 by the Glen Pyle Estateas a memorial to himself and his parents.Glen was a magician and performed as“Gomer the Clown,” visiting Fort Waynearea nursing homes and hospitals.

Board of Trustees Endowment Fund$27,691

Established in 2006 by The PortlandFoundation’s Board of Trustees as a vehiclefor past and present trustees to show theirfinancial commitment to the Foundation.

Lydia Naas RauneckerCharitable Trust $20,444

Established in 1978 by Mrs. Raunecker’sfather, Maxwell N. Naas, in memory of hisdaughter who died in 1977. Mrs. Rauneckerwas an active community leader whoworked especially with children.

Sara Haynes Ronald Fund $57,545Established in 1994 from proceeds receivedfrom the Sara E. Ronald CharitableRemainder Unitrust.

Elizabeth A. Starbuck Endowment$1,444,450

Established in 2012 by the will of ElizabethStarbuck. Miss Starbuck was a retiredbanker, whose family established thePeoples Bank (now MainSource Bank) inPortland. Her estate gift of $4.9 million isthe largest gift ever received by theFoundation.

Jacquin S.Peterson

James E.Luginbill

Glen E. Pyle

Greg andMarianneMoser

Elizabeth A.Starbuck

J. Murl andOpal (Smith)

May

Bob andFrancesLeggett


Bud and Florence (Limbert) StudyEndowment Fund $61,421

Established in 2002 by Robert “Bud” Studyas a memorial to his wife.

Fred M. Stultz Endowment Fund $147,775Established in 2002 by a trust created uponMr. Stultz’s death in 1985. A Jay Countynative, Fred was a longtime Jay Countyfarmer who was also active in local politics.He sold a portion of his land holdings forthe creation of the Jay County ConservationClub.

Joseph T. and Marlene A. (Frahm)Suhr Memorial Fund $3,981

Established in 2001 by Joseph Suhr, and hisfour daughters, Dawn D. Suhr Greenwood,Valerie L. Suhr Aspy, Julie B. Suhr, and JodiM. Suhr Trippany in celebration ofMarlene’s life as a wife and mother.

Walter A. Suman Fund $19,927Established in 1958 by Mr. Suman’s will.Walter was an employee of the CreameryPackage Co., a manufacturer of woodenbutter tubs in Portland.

Glen and Martina TheurerEndowment Fund $23,419

Established in 2003 by Glen and MartinaTheurer. Glen was a retired telephonecompany employee and Martina was aretired nurse.

Virgil B. and Josephine H. ThomasMemorial Fund $561,210

Established in 1998 by the will of BettyKovaluk in memory of her parents. Mr.Thomas was a trust officer at Citizens Bankfor many years.

Katherine Louise TimmondsTrust $1,645

Established in 1969 by Miss Timmonds’sister, Carrie Estelle Timmonds. Katherinewas a longtime librarian in the community.

Wasmuth Trust Fund $89,649Established in 1983 by Mr. Lou Wasmuth asa living memorial to his interest in thewelfare of Portland. He was a longtimecommunity leader and former owner ofPortland Motor Parts. Lou asked that whenfunds were used that his wife Eula and sonAlex be recognized.

J. Arthur Williams-Orville EasterdayTrust $31,477

Established in 1952 by the Jay GarmentCompany. This is one of the first twooriginal trusts of The Portland Foundationand the first to be funded. The trust wasestablished as a memorial to Mr. Williamsand Mr. Easterday, founders of the JayGarment Company. Both men werebusiness and civic leaders. The trust wasoriginally established to fund scholarshipsbut was amended in 1978.

Phyllis M. Badders WilliamsEndowment Fund $1,194

Established in 1999 by Maxwell Naasthrough the Naas Family CharitableEndowment. Mrs. Williams was a longtimefriend of the Naas family.

Young Family Trust $14,873Established in 1996 by John G. andGretchen Young in honor of John’s father, R.Dwight Young, a businessman and civicleader.

UNRESTRICTED FUNDS TOTAL$10,646,107

FIELD OF INTEREST FUNDSSome donors prefer to designate broad areas ofinterest - education, the arts, economicdevelopment, for example - but want theFoundation to select grant recipients within thespecified fields of interest.1776 Fund $9,985Established in 2002 with proceeds from theperformance of the musical “1776” to honorthe one-year anniversary of the September11, 2001 terrorist attacks on the UnitedStates. The fund is to provide support ofthe county’s emergency service agencies.

Paul and Velma Beard Memorial Fund$1,235

Established in 1995 by Richard and JanArnold as a memorial to Jan’s parents. Mr.& Mrs. Beard were lifelong Jay Countyresidents who were active in thecommunity. The fund is to provideassistance to elderly residents of JayCounty.

Cincinnatus League Endowment $9,486Established in 1997 by the CincinnatusLeague. The fund is to provide assistanceto elderly residents of Jay County.

Fund For a More AttractiveCommunity Trust $24,799

Established in 1961 by Hugh N. Ronald, aco-founder of The Portland Foundation andexecutive of the Jay Garment Company.The fund is for the betterment andbeautification of Portland.

Clyde E. Geeting Memorial Trust $90,936Established in 1974 by Mr. Geeting’s sister,Ona M.Myers. Mr. Geeting was a Jay Countyteacher who deeded his farm to theFoundation. The fund is for aid to theneedy as well as aid to the local library andhistorical facilities.

Fred Stultz

Joseph &Marlene Suhr

Glen &MartinaTheurer


Clyde E.Geeting

Velma Beard

Virgil B.Thomas

Robert M. and Frances O. GillespieEducational Trust $49,930

Established in 2005 by the will of Frances O.Gillespie. In 1958, the Gillespies partnered withCharles and Florence Coldren and Harold andAlma Green to establish Jay County’s first classesfor special needs children. That class eventuallygrew into Jay-Randolph Developmental Services.This fund is to support the promotion of theeducation of retarded children.

Ralph and Bertha Green – Tony andHelen Saffer Fund For the Elderly $22,058

Established in 1998 by the will of Helen Saffer.The fund is to provide support for the elderly ofJay County.

Mel and Evelyn Hanlin Prevention ofCruelty to Animals Fund $11,712

Established in 1994 by Mr. Hanlin, president ofHanlin Rexall Drugs. The fund is to helporganizations concerned with the welfare andtreatment of animals.

The Harold Rex and Kiku HardwickPrevention of Cruelty toAnimals Fund $11,908

Established in 1992 by Mrs. Hardwick as amemorial to her husband with whom she shareda love of animals. The fund is to provide supportfor organizations concerned with the treatmentand welfare of stray and homeless animals.

William and Ruby Hudson Endowment$6,562

Established in 2007 by James R. Hudson inmemory of his parents. The purpose of the fundis to provide support to organizations whichmost positively impact the agriculturalcommunity.

Jay County Endowment for Literacy $9,116Established in 2004 by the Jay County Literacy

Coalition. The purpose of the fund is to providesupport to those organizations which mostpositively impact literacy in Jay County.

Jean Leslie Jaqua Fund $5,065Established in 1958 by the will of Mr. Jaqua, aninvalid who asked that the fund provide supportfor handicapped children in the community.

New Corydon Sports Club Fund $3,811Established in 2009 by New Corydon Sports Club,Inc. The purpose of the fund is to providesupport for community functions for all agegroups in New Corydon and/or WabashTownship, including but not limited to sportsand recreational activities.

Elizabeth A. Starbuck Fundfor the Elderly $166,667

Established in 2012 by the will of ElizabethStarbuck. The fund is to provide support forprograms and projects that positively affectelderly citizens in Jay County.

Ruth Starlin Schafer Fund toAssist Aspiring Artists $67,264

Established in 1998 by C. Justin Schafer as atribute to Ruth Starlin Schafer in recognition ofher career as an artist and dedicated teacher ofaspiring artists. The fund is to provide fundingto those interested in advancing their educationand/or experience in drawing or painting worksof art.

Virgil B. and Josephine H. ThomasEducational Fund $255,056

Established in 1999 by the will of Betty Kovalukin memory of her parents. This fund is used tosupport the educational programs of theFoundation, including the Care and SharePhilanthropy Program for third grade, the sixthgrade College Visitation, and the TeacherCreativity Mini-Grant Program.

Joseph F. Vormohr Memorial Fund $5,609Established in 2000 by Joann Vormohr as amemorial to her husband, a longtime Portlandphysician. The fund is to provide support forthe elderly.

John F. Wible Memorial Fund $156,494Established in 2001 by Judith L. Wible, M.D. inmemory of her father, Dr. John F. Wible, asensory impaired engineer. The purpose of thefund is to provide support for the education ofsensory impaired children, including providingscholarships to Jay County High Schoolgraduates pursuing a degree in the field ofSpecial Education, supporting the Jay SchoolCorporation’s Hearing Impaired Program, andsupporting the Jay County Early ChildhoodIntervention Program.

FIELD OF INTEREST FUNDS TOTAL$877,693

DONOR ADVISED FUNDSThese funds allow donors to recommend specificnonprofit organizations or programs to support, andThe Foundation takes the recommendations underadvisement in determining grant recipients. Donoradvised funds are especially useful to donors who wantto take a charitable deduction in one year and makerecommendations over several years.

Pete Brewster Donor Advised Fund $140Established in 2012 by the Friends of PeteBrewster. The fund is to support causes helddear by Mr. Brewster.

Inman Family Endowment $15,524Established in 2005 by Douglas L. and Alicia J.Inman in memory of Regina (Susie) Inman.

MDJ Donor Advised Fund $6,051Established in 2008 by Dean & Margie Jetter.The donors make recommendations onexpenditures from this fund.

Dean &Margie Jetter

Bill and RubyHudson

Joseph F.Vormohr


Robert M.Gillespie

Moser Family Memorial Trust $90,104Established in 2003 by the family of Greg andMarianne Moser, industrial and civic leaderswho were killed in a plane crash in May 2003.The fund is to provide support to those causesGreg and Marianne held dear.

Naas Family Charitable FoundationTrust $648,642

Established in 1996 by Maxwell Naas. Thedonor makes recommendations onexpenditures from the fund.

Patriots Remembered Fund $2,615Established in 2007 by the Jay SchoolCorporation to provide support for charitablecauses promoting the field of education in JayCounty.

Judith A. Sipe Endowment Fund $126,161Established in 2013 by the Judith Sipe Estate.The fund will provide support for projects atthe Jay County Hospital, where Judy served asan employee for many years.

Barb Wilkinson Memorial Fund $2,405Established in 2005 by the Epsilon Phi Chapterof Delta Theta Tau Sorority in memory of Barbwho served as the managing editor of TheCommercial Review and was an active memberof Jay Civic Theatre and Delta Theta Tau. Thisfund is to provide support for charitable causesas determined by the donor.

DONOR ADVISED FUNDS TOTAL $891,642

RESTRICTED FUNDSThese funds give donors the ability to supportspecific eligible organizations. The donor mayname one or more particular agencies orinstitutions to receive grants.

James J. and Marian F. Abromson CharitableEndowment For The Arts $105,037

Established in 1989 by Suzanne A. Joiner incooperation with the Indiana Educational,Cultural and Fine Arts Foundation of Fort Wayneas a memorial to her parents, recognizing theirlongtime interest and support of the local arts.

Asbury United Methodist ChurchAdministrative Expense Fund $1,130,655

Established in 2002 to provide support foradministrative expenses of Asbury UnitedMethodist Church.

Charles & Helen BarrenbruggeArts Place Building Fund $51,793

Established in 2008 by the Helen BarrenbruggeEstate. The fund shall provide support to ArtsPlace for capital improvements including realestate and personal property maintenance andacquisition.

Charles & Helen BarrenbruggeJay County Boys ClubBuilding Fund $28,245

Established in 2008 by the Helen BarrenbruggeEstate. The fund shall be to create a capitalimprovement fund for the Jay CommunityCenter Boys Club.

Bryant Community CenterEndowment Fund $5,337

Established in 1998 by the United Way of JayCounty. The fund is to provide operatingsupport for the community center.

Alwyn Carder Fund $321,388Established in 2004 by the will of Mr. Carder. Ahigh school teacher for many years, Mr. Carderwas also very active in preserving the history ofRedkey and Jay County. This endowment fundis to provide support for the Jay CountyHistorical Society and Museum.

Tom Casey Immaculate Conception ChurchChildren’s Fund $7,854

Established in 1997 by Sue Casey in memory ofher husband. The fund is to provide support tothe church’s children’s choir and children’sreligious education.

Jack Cole Fund For VolunteersEndowment $6,131

Established in 1996 by the Foundation Board ofTrustees in honor of Mr. Cole and hisdedication and service as the Foundation’s firstexecutive director.

Community Seasonal DecorationEndowment Fund $65,204

Established in 1998 by the Portland AreaChamber of Commerce. The fund is to providesupport for the community’s seasonaldecorations.

Dunkirk Endowment Fund $14,283Established in 2007 by the Foundation Board ofTrustees to provide support to organizationsand projects benefiting Dunkirk, Indiana.

Dunkirk Scout CabinEndowment Fund $2,676

Established in 1998 by the United Way of JayCounty. The fund is to provide operatingsupport for the scout cabin.

Freedom Park Endowment $64,472Established in 2005 by the Foundation Board ofTrustees. The purpose of the fund is to providesupport for the upkeep and maintenance ofFreedom Park, a veterans memorial parklocated in Portland.

Friends of Jay County AgricultureEndowment $116,698

Established in 2007 by the Foundation Board ofTrustees. The fund is to provide support to

Judy Sipe


organizations which most positively impact thefield of agriculture in Jay County.

Friends of Jay CountyAgriculture Fund $10,909

Established in 2007 by the Foundation Board ofTrustees. The fund is to receive contributionstowards the promotion of the field ofagriculture in Jay County.

Friends of the Salamonia School andPark Endowment $7,734

Established in 2001 by Ralph and Mildred May.The purpose of the fund is to provide supportto the Salamonia School and Park.

Gary P. Gibson Fundfor Jay County Boy Scouts $8,012

Established in 2010 by John and SaronaGoodrich and the Goodrich Family Foundationin honor of Gary’s many years of volunteerservice to Jay County boy scouts.

Glass Museum of DunkirkEndowment Fund $240,580

Established in 1995 by the Dunkirk PublicLibrary Board of Trustees through fundsreceived from Dr. Donald W. Johnson inmemory of his father Frank R. Johnson. Frankworked for many years as foreman of the moldshop at Indiana Glass Company. The fund is forthe preservation and promotion of the GlassMuseum.

Morton S. HawkinsCommunity Trust $130,916

Established in 1992 by the transfer of anexisting trust by the Jay Circuit Court. Thefund is to be used to promote the generalwelfare of the citizens of Jay County asdetermined by the Board of Managers of theHawkins Community Trust.

John J. and Nancy S. HawkinsMemorial Fund $17,476

Established in 1995 by Ann H. Goodrich, adescendent of the Hawkins family. The fund isto provide support for the Jay CountyHistorical Society.

Larry and Maria Hiatt Endowment Fund$5,632

Established in 2013 by Larry and Maria Hiatt.The fund is to provide support for the JayCounty Historical Society. The Hiatts serve asvolunteers at the Historical Society, whereLarry serves as president of the board ofdirectors.

Hudson Charitable Trust $576,490Established in 1999 by Barry and ElizabethHudson. The fund is to provide support for theJohn Jay Center for Learning.

Elizabeth A. Hudson Endowment $4,538Established in 2008 by Elizabeth Hudson. Thepurpose of the fund shall be to provide supportfor mammogram screenings for women whomeet the designated criteria set forth in thefund agreement.

Zackery W. HummerMemorial Fund $19,156

Established in 2011 by Charity Leist Cummiskeyin memory of her son, a 2008 Jay County HighSchool graduate, who died in an automobileaccident in August 2011. The fund is to providescholarships to students who display similarcharacter traits as Zack: honesty, respect forothers, and a strong work ethic.

Jay County Boys Club Zelma BaileyEndowment Fund $264,670

Established in 2000 by the estate of Mrs. Bailey.The fund is to provide operating support forthe Jay County Boys Club Community Center.

Jay County Christian AcademyEndowment Fund $2,188

Established in 2007 by Barry and ElizabethHudson. The fund is to provide operatingsupport for the Jay County Christian Academy.

Jay County Historical Society FundFirst Merchants Bank $19,333

Established in 1995 by Robert and RoseamondScott. The fund is to provide operating supportfor the Historical Society.

Jay County Historical SocietyMainSource Bank $31,273

Established in 1995 by Miss Elizabeth A.Starbuck, sister of Foundation co-founder W.Haynes Starbuck. Elizabeth was a descendentof the Haynes family, one of Jay County’s oldestfamilies. The fund is to provide operatingsupport for the Historical Society.

Jay County Scout CabinEndowment Fund $2,749

Established in 1998 by the United Way of JayCounty. The fund is to provide operatingsupport for the scout cabin.

Jayland Rescue MissionEndowment Fund $2,699

Established in 1998 by the United Way of JayCounty. The fund is to provide operatingsupport for the rescue mission.

Jay-Randolph Developmental ServicesAnn H. Goodrich Endowment Fund$169,780

Established in 1998 by Jay-RandolphDevelopmental Services through a gift fromMrs. Goodrich. The fund is to provide supportof on-going programs at JRDS.

ElizabethHudson

ZackeryHummer


Raymond and Vesta JuilleratMemorial Fund $14,372

Established in 1999 by Manon and Carol Felts inmemory of Carol’s parents. The fund is toprovide support for the West Walnut StreetChurch of Christ.

Limberlost Swamp RememberedFriends of the Limberlost Fund $7,792

Established in 2001 by Sidney and FrancesAustin, Kenneth and Anna Marie Brunswick,Dwain and Sharen Michael, John and ConstanceRonald, Sherry Studebaker, and Daniel andAnita Orr. The purpose of the fund is toprovide support for the restoration, acquisition,beautification and maintenance of theLimberlost Territory.

Ray C. and Patricia S. McKinley Fund $62,722Established in 2000 by Mr. & Mrs. McKinley.The fund is to provide support to the JayCounty Historical Society, the HistoricalMuseum, and other charitable causes in thePortland community.

Meeker Family Endowment Fund $14,566Established in 1999 by J. Gordon and CatherineMeeker, longtime civic leaders in Portland. Thefund is to provide support for Jay-RandolphDevelopmental Services.

Dr. Bob Morrison Memorial Swim Fund$8,526Established in 2007 by Rob & Mindy Weaver inmemory of Bob. The purpose of the fund is toprovide support to Jay County swimmingorganizations, including but not limited to, theJay County High School boys and girls swimteams, and the summer and winter swim clubs.

Museum of The SoldierEndowment Fund $7,660

Established in 1997 by The Graphic Printing Co.

in honor of its employees who have served inthe military. The fund is to provide operatingsupport to the museum.

Maxwell N. Naas and Cornelia S. Naas BoysClub Community CenterBuilding Fund $53,754

Established in 1988 as a continuing memorial ofthe Naas’ interest in the recreationalopportunities afforded the youth of Jay Countythrough the Boys Club Community Center.

Maxwell N. Naas and Cornelia S. NaasJay County Arts Council Fund $60,304

Established in 1988 as a continuing memorial ofthe Naas’ interest in the enrichment of the artsin Jay County, especially through the work ofthe Jay County Center for the Arts.

Catherine Ochs Trust $47,319Established in 1986 as a memorial toCatherine’s interest in the improvement ofmedical care in Jay County. Catherine was aretired nurse and asked that the fund be usedfor the dietary needs of the hospital.

Audrey O. Kennedy and Mildred M. SmithOld White Oak and Hillside CemeteryEndowment $3,289

Established in 1995 by Audrey O. Kennedy sothat these smaller cemeteries would not beforgotten. The fund is to provide for the careand upkeep of these cemeteries.

Pennville Community CenterEndowment Fund $2,567


Pennville Endowment Fund $29,635Established in 2008 by the Foundation Board ofTrustees to provide support to organizationsand projects benefiting Pennville, Indiana.

Pregnancy Care Center of Jay CountyEndowment Fund $3,484

Established in 2011 by the Goodrich FamilyFoundation. The fund is to provide support forthe Center’s operation.

Redkey Community CenterEndowment Fund $1,892


Redkey Endowment Fund $29,887Established in 2008 by the Foundation Board ofTrustees to provide support to organizationsand projects benefiting Redkey, Indiana.

Hugh N. and Sara E. Ronald Trust $55,663Established in 1994 by the will of Mrs. Ronald,an active civic leader and the widow of Hugh N.Ronald, co-founder of The Portland Foundation.A lifelong patron of the arts, Sara dedicated thefund to the Jay County Arts Council.

Helen M. (Spahr) Schafer MemorialEndowment for Jay-RandolphDevelopmental Services $46,582

Established in 1998 by C. Justin Schafer as amemorial to Helen Schafer to recognize herinterest in assisting those individuals withdevelopmental disabilities. The fund is toprovide funding for programs offered by Jay-Randolph Developmental Services.

Millard J. and Mary F. (Betty) SchwartzEndowment Fund $14,544

Established in 2008 by Millard & BettySchwartz. The purpose of the fund shall be toprovide support to the Museum of the Soldierand the Jay County 4-H Council, Inc.

Raymondand VestaJuillerat

BobMorrison

Millard &Mary

Schwartz


Spirit of Community Fund $67,706Established in 2012 by The PortlandFoundation’s Board of Trustees. The fund is tobe used for sustaining levels of annual grantdistributions during times of a negative stockmarket trend, providing emergency funding toassist with community disasters/needs withoutdecreasing the dollars available during regulargrant cycles, and providing a significant fundingsource as a response to a specific communityproject.

Darla Stafford Endowment Fund $17,172Established in 2007 by Donald & RebeccaStafford as a memorial to their daughter. Thefund is to provide support to the PennvilleVolunteer Fire Department.

Elizabeth A. StarbuckArts Place Fund $1,111,116

Established in 2012 by the will of ElizabethStarbuck. The fund is to provide support forArts Place.

Elizabeth A. Starbuck Jay County HospitalFoundation Fund $166,752

Established in 2012 by the will of ElizabethStarbuck. The fund is to provide support forthe Jay County Hospital Foundation.

Elizabeth A. Starbuck Jay-RandolphDevelopmental Services Fund $166,667

Established in 2012 by the will of ElizabethStarbuck. The fund is to provide support forJay-Randolph Developmental Services.

Elizabeth A. Starbuck John Jay Centerfor Learning Fund $277,779

Established in 2012 by the will of ElizabethStarbuck. The fund is to provide support forthe John Jay Center for Learning.

Julia Magill StarbuckMemorial Collection $3,471

Established in 1959 by Mrs. Starbuck’shusband, W. Haynes Starbuck and her children,Mr. & Mrs. William H. Starbuck and Mrs.Eleanor Wedemeier. The trust was establishedas a memorial to Mrs. Starbuck’s painting andinterest in the arts. A number of original artworks were purchased and placed in the JayCounty Public Library in her memory.

Benneville (Ben) D. and Millie B. StrattonAntioch Cemetery Memorial Fund $6,571

Established in 1995 by Ruth Arnold and HerbertStratton as a memorial to their parents. Thefund is for the care and upkeep of AntiochCemetery.

Richard A. Taylor, M.D.Memorial Fund $1,217

Established in 2001 by Ann H. Goodrich andMarjorie L. Hammond in memory of Dr. Taylor.The purpose of the fund is to provide supportto the Jay County Historical Museum.

Women’s Endowment $44,024Established in 2004 by the Foundation Board ofTrustees. The purpose of the fund is to providesupport for the Women’s Giving Circle.

Women’s Giving Circle Fund $2,577Established in 2004 by the Foundation Board ofTrustees as a nonpermanent fund to receivegifts on behalf of the Foundation’s Women’sGiving Circle. The mission of the Circle is tobuild a community of women philanthropiststhrough the pooling of knowledge andresources for the purpose of providing grantsto Jay County organizations and initiatives thataddress mutually agreeable issues.

Zion Evangelical Lutheran ChurchEndowment $32,976

Established in 1999 by an anonymous gift. Thefund is to provide support for the ZionEvangelical Lutheran Church.

RESTRICTED FUNDS TOTAL $5,629,742

SCHOLARSHIP FUNDSThe donor outlines the criteria for awards todeserving students so they may pursueeducational opportunities.

Albert A. and Donna AbromsonScholarship Trust $60,406

Established in 1976 by the will of Mrs.Abromson as a living memorial to her husband,a local attorney, businessman and civic leader.The trust is to provide scholarship assistanceto qualified graduates of Jay County HighSchool.

Matt Aker Memorial Scholarship Fund$39,325Established in 2011 by Brooke Aker in memoryof her husband Matt, Chief of the Portland FireDepartment, who died in a motorcycle accidentin April 2011. The fund is to providescholarships to high school graduates with firstpreference given to graduates of Jay CountyHigh School, majoring in Law Enforcement,Conservation Enforcement, or Fire Service.

Michael A. Alig Jay County FFAMemorial Scholarship $138,319

Established in 1991 by the Jay County Chapterof Future Farmers of America. The fund wasoriginally established in 1985 as a memorial toMichael A. Alig. The fund is to providescholarships to students studying agriculture.

Michael A.Alig

Matt Aker

MillieStratton

Ben Stratton

DarlaStafford


Alpha Associate Chapter of KappaKappa Kappa Scholarship Fund $13,348

Established in 1997 by the Alpha AssociateChapter in honor of its anniversary. The fundis to provide scholarships to Jay County HighSchool graduates.

Altrusa Scholarship Fund $9,544Established in 1993 by the Altrusa Club toprovide scholarship and other financialassistance to non-traditional students.

Robert M. Anderson Scholarship Trust $993Established in 1990 by the Jay County HighSchool Student Council in recognition of Mr.Anderson and his many years of service andcommitment to the Jay School Corporation asteacher, principal and Dean of Students.

John L. Armantrout ScienceScholarship Fund $26,567

Established in 2008 by John & MaryArmantrout. The fund shall providescholarships for eligible Jay County HighSchool graduates enrolled in a physical and/orbiological science program.

Janet B. Arnold MemorialScholarship Fund $16,316

Established in 2006 by Richard D. Arnold as amemorial to his wife and her life as aneducator. Jan was a teacher for over 30 years.The fund is to provide scholarships to JayCounty High School graduates pursuing adegree in elementary education.

Dr. Ara C. and Gay B. BaddersScholarship Fund $572,155

Established in 1998 by Gay B. Badders inmemory of her husband. The fund is toprovide scholarships to students majoring inmedical arts or education.

Ruth Whipple BaddersScholarship Endowment Fund $6,384

Established in 2007 by Patricia S. McKinley.The fund is to provide scholarships tograduates of Jay County High School who areentering either their junior or senior year incollege and majoring in education.

Ferd and Miriam BadtScholarship Fund $37,845

Established in 1977 by the will of Mrs. Badt as aliving memorial to her husband and herself.The Badts were owners of Mosler DepartmentStore.

Charles Baird Scholarship Trust $121,122Established in 1970 through the will of Bess M.Baird, Mr. Baird’s sister. She was co-owner ofthe Baird Funeral Home and a civic leader.

James and Florence BaldwinScholarship Fund $79,482

Established in 1997 by the will of Mr. Baldwin, alongtime auto salesman. Mrs. Baldwin workedfor a local furniture business.

Roberta Kay Beard MemorialScholarship Fund $3,184

Established in 1997 by the Jay County HighSchool Earth Watch Club and Ski Club inmemory of Ms. Beard, who was killed in anaccident at Grand Canyon National Park. Thefund is to provide scholarships to studentsmajoring in environmental or animal science.

Howard C. Berry Vocational Trust Fund $548Established in 1978 by the East Jay Junior HighSchool Student Council in recognition of Mr.Berry’s longtime service as principal of theschool.

Arnold & Eugenia BeumerScholarship Fund $31,367

Established in 2009 by Arnold and Eugenia

Beumer. The purpose of the fund shall be toprovide scholarships for graduates of JayCounty High School with preference given tostudents pursuing a degree in an agriculturerelated field of study.

Jeff and Eileen Bickel MemorialScholarship Fund $3,743

Established in 2011 by George Ronald and MaryEllen Bickel in memory of their son anddaughter-in-law who died in a plane crash in2003. The fund is to provide scholarships tograduates of Jay County High School, who havea grade point average of at least “B” or better attime of application, and plan to attend aninstitution of higher learning in the state ofIndiana.

Blaine United Methodist ChurchScholarship Fund $6,775

Established in 2009 by the Blaine UnitedMethodist Church. The purpose of the fund isto provide educational scholarships forstudents enrolled in a degree program tobecome an ordained minister.

Eric Bricker Memorial Scholarship Fund$3,553

Established in 1999 by the Saint Mary CatholicChurch. Eric was killed in an auto accident justweeks before graduation. The fund is toprovide scholarships to graduates of JayCounty High School.

Bryant High School Scholarship Fund $11,648Established in 2010 by John and MaryArmantrout. The fund is to providescholarships to graduates of Jay County HighSchool who are descendents of graduates ofBryant High School.

Alwyn Carder Scholarship Fund $363,246Established in 2004 by the will of Mr. Carder. A

JohnArmantrout

Jan Arnold

Jeff andEileen Bickel

RuthBadders


high school teacher for many years, Mr. Carderwas also very active in preserving the historyof Redkey and Jay County. This scholarship isfor students pursuing a degree in architecture,history or education.

Earl Cartwright Memorial Trust $36,856Established in 1956 by Ethel Cartwright inmemory of her husband, an accomplishedopera singer and music instructor. Mrs.Cartwright was one of the original Foundationtrustees and was a founder of the PortlandForge.

Tom Casey J.C.C.T. Memorial Trust $2,400Established in 1997 by the Jay County CivicTheatre in memory of one of its longtimemembers. The fund is to provide scholarshipsto Jay County residents interested in advancingtheir education and/or experience in theatre,music, writing, photography or other arts-related fields.

Tom Casey Memorial Trust $3,202Established in 1997 by The Graphic Printing Co.in memory of its longtime managing editor. Thefund is to provide scholarships to studentsstudying journalism or theatre.

John L. Chitwood Scholarship Fund $107,202Established in 1968 by the will of Dr. Chitwood,a dentist in Portland for many years.

Church Women United of Jay CountyScholarship Fund $16,710

Established in 1989 as a result of the closing ofthe Church Women United Clothing Center. Thefund is used for scholarship assistance forstudents seeking vocational training.

Joe Scott Clark MemorialScholarship Fund $8,730

Established in 1998 by John Logan in memory

of Mr. Clark. The fund is to providescholarships to Jay County High Schoolgraduates.

Orda Graves Cook Trust $2,501Established in 1970 by the will of Miss Cook, thedaughter of a local insurance family.

Kristan Danae Corwin MemorialScholarship Fund $18,749

Established in 1992 by Kristan’s parents, John &Kathy Corwin. Kristan was a fourth gradestudent when she was killed in an auto accidentin 1991. The Corwins have asked that specialconsideration be given to students whoattended Pennville Elementary School.

Marseal T. DeWeerd, Edith T. Horn andVirgie M. Brady MemorialScholarship Fund $25,905

Established in 2001 by the will of Marseal T.DeWeerd. The purpose of the fund is toprovide scholarships to Jay County High Schoolgraduates with preference to applicants fromthe Penn Township area.

Sharon Dues MemorialScholarship Fund $31,251

Established in 2013 by Joe Dues as a memorialto his wife. Sharon was a longtime employee ofthe Jay School Corporation who believedstrongly in the importance of education and thebenefits it provides for a student's future. Thefund is to provide scholarships to Jay CountyHigh School graduates.

East Central Opportunities, Inc.Scholarship Fund $12,260

Established in 2012 through a gift from EastCentral Opportunities, Inc. The fund is toprovide scholarships to students enrolled in adegree-seeking program at the John Jay Centerfor Learning.

Della Elberson Scholarship Fund $1,993Established in 1967 by the will of Mrs. Elberson.She and her husband, Maurice, owned ElbersonAuto Parts in Portland and were civic leaders inthe community.

Tyrus Ellingwood MemorialScholarship Fund $4,498

Established in 1995 by Tyrus’ parents, Raymondand Lana Ellingwood. Tyrus was killed in amotorcycle accident in 1994 just days aftergraduating from Jay County High School.

Felts-Hanlin Scholarship Fund $34,764Established in 2010 by Donald Hanlin in honorof his mother and step-father Virginia Carol andManon Felts and his father, Fredrick W. Hanlin.The fund is to provide scholarships tograduates of Jay County High School who haveoutstanding academic achievement andsuperior mastery of academic content.

Russell and Mary Jane FigertScholarship Fund $58,543

Established in 2013 by the Russell Figert Estate.Russell was a teacher and principal at NobleSchool and Mary Jane was a bookkeeper forseveral local businesses. The fund shallprovide scholarships to graduates of JayCounty High School.

First Bank of Berne Scholarship Fund $3,350Established in 2011 by the First Bank of Berne.The fund is to provide scholarships to JayCounty High School graduates who intend tostudy business or a business-related major.

Fugiett Construction SystemsScholarship Fund $5,318

Established in 1998 by Fugiett ConstructionSystems. The fund is to provide scholarshipsto students majoring in the Purdue UniversityConstruction Management program.

Manon andVirginia Carol

Felts

DonaldHanlin

Fredrick W.Hanlin

Tom Casey

Sharon Dues


Dr. Kathleen Galbraith MemorialMedical Scholarship Fund $96,283

Established in 2006 by Dr. Charlene Barton inmemory of her sister. Dr. Galbraith was aphysician in Portland at the time of her death.The fund is to provide scholarships to JayCounty High School graduates pursuing adegree in a medical related field.

Edith Gaunt MemorialScholarship Fund $112,132

Established in 1995 by the will of Miss Gaunt.The fund is to provide scholarship assistanceto graduates of Jay County High School whoreside in Dunkirk or Richland Township.

Bernice Tharp Gibble MemorialTeachers Scholarship Fund $25,395

Established in 2003 by a charitable gift annuityestablished in 1997 by Ms. Gibble, a retiredteacher. The fund is to provide scholarships toJay County High School graduates pursuing adegree in Secondary Education at Ball StateUniversity.

Crystal R. and Patricia A. GibsonScholarship Fund $8,204

Established in 2002 by Patricia Gibson in honorof her mother. The fund is to providescholarships to Jay County High Schoolgraduates pursuing a degree in the field ofnursing.

Peggy Glentzer MemorialScholarship Fund $4,787

Established in 1998 by Community and FamilyServices in memory of Mrs. Glentzer. The fundis to provide scholarships to Jay Countyresidents pursuing a career in social work.

Eva Moore Gordon and Ernest MooreScholarship Trust $11,363

Established in 1984 as a living memorial to herhusband and herself. Mr. Moore was anemployee of Haynes Milling Co. and Eva was aretired elementary school teacher. This fund isto provide scholarships to students in the fieldof elementary education.

Gov. I.P. Gray Alumni Scholarship Fund$3,231Established in 2006 by the Gov. I.P. Gray AlumniAssociation. The fund is to providescholarships to graduates of Jay County HighSchool with first preference given todescendents of Gray alumni.

Jeannie Habegger Scholarship Fund $10,820Established in 2007 by Ted L. Habegger as amemorial to his wife. The fund is to providescholarships to graduates of Jay County HighSchool.

Weldon L. and Dorothy H. HammaScholarship Fund $38,875

Established in 1997 by Mr. & Mrs. Hamma,longtime owners of Hamma’s Grocery. Mrs.Hamma was the organist at Asbury UnitedMethodist Church for many years. The fund isto provide scholarships to students studyingmusic.

Gladys G. Hardy Scholarship Fund $1,932Established in 2013 by the Gladys Hardy Estate.Gladys spent a part of her working career as anurse, working especially with the elderly. Thefund shall provide scholarships to Jay CountyHigh School graduates studying nursing.

James E. Hardy “Portland Panther”Scholarship Fund $105,989

Established in 1995 by James Hardy, a memberof the 1945 undefeated, untied and unscoredupon Panther football team.

Edward M. Haynes Scholarship Fund $69,351Established in 1952 as one of the two originaltrusts of The Portland Foundation. The trustwas established by the Haynes Milling Co. as amemorial to its founder, a business and civicleader.

Wayne W. and Marguerite M. HinkleScholarship Fund $134,723

Established in 1998 by Mr. and Mrs. Hinkle. Thefund is to provide scholarships to graduates ofJay County High School with priority given tostudents attending Indiana University.

Frank Inman MemorialScholarship Fund $5,865

Established in 2004 by his daughter, KimMcAbee in honor of her father. Mr. Inman was aPortland businessman and longtime youthadvocate. This fund is to award a scholarshipto a high school graduate who exemplifies thecharacteristics by which Mr. Inman led his life,with first preference given to members of theRock Student Ministries at the Rock MissionaryChurch.

Inman-Myers Scholarship Trust $8,716Established in 1996 by Roger and Beverly Inmanin honor of their parents, Lawrence and VioletInman and Russell and Catherine Myers. Thefund is to provide scholarships to studentsstudying business at a four-year college inIndiana.

Jay County AIDS Task Force, Inc.Scholarship Fund $2,543

Established in 2001 by the Jay County AIDSTask Force Board of Directors. The purpose ofthe fund is to provide scholarships to JayCounty High School graduates majoring in apost-baccalaureate medical field.

Dr. KathleenGalbraith

JeannieHabegger

Gladys Hardy

Frank Inman

PeggyGlentzer

Russell andCatherineMyers


Jay County French ConnectionScholarship Fund $6,570

Established in 1993 by Mrs. Tuesday Edwards, aformer French teacher at Jay County HighSchool. The scholarship is to assist studentswho have excelled in French while in highschool and who plan to study at least one yearof French in college.

Jay County High School AlumniAssociation Scholarship Fund $6,396

Established in 2005 by the Jay County HighSchool Alumni Association. The fund is toprovide scholarships to graduates of Jay CountyHigh School.

Jay County Hospital AuxiliaryScholarship Fund $65,890

Established in 1994 by the hospital auxiliary toprovide scholarships to students pursuing adegree in a health related field.

Jay Lodge #87 Free and Accepted Masons,F. Edward and Marcelle SmithScholarship Fund $25,021

Established in 2001 by the will of F. EdwardSmith. The purpose of the fund is to providescholarships to graduates of Jay County HighSchool who are descendants of Jay Lodge #87Free and Accepted Masons members.

Clarence O. JelleffScholarship Fund $72,802

Established in 1975 through the will of Mr.Jelleff, a longtime farmer in Bearcreek Township.

John Jay Center for LearningScholarship Fund $5,542

Established in 2011 by the John Jay Center forLearning, Inc. Board of Directors. The fund is toprovide scholarships to Jay County residentswho are pursuing a higher education degreethrough John Jay Center for Learning.

Charles and Ruth JoosScholarship Fund $178,590

Established in 2010 by the Ruth Joos Estate.The fund is to provide scholarships to graduatesof Jay County High School, who are sophomores,juniors, or seniors in college.

F. Dale Jordan Scholarship Fund $14,391Established in 1997 by the will of Helen Jordanas a memorial to her husband, owner of JordanExcavating. The fund is to provide scholarshipsto students studying mechanical trades andnursing.

Knights of Pythias Red CrossLodge #88 Scholarship Fund $21,345

Established in 1998 by the Knights of PythiasRed Cross Lodge #88. The fund is to providescholarships to descendants of lodge members.

Melissa D. “Missy” Lee MemorialScholarship Fund $9,098

Established in 2001 by her husband, Larry A. Leein memory of Missy, a math teacher and girlsbasketball coach at Union City Community HighSchool. The purpose of the fund is to providescholarships to Union City Community HighSchool graduates pursuing a degree ineducation.

Ernest & Martha Loy MemorialScholarship Fund $10,119

Established in 2004 by their sons, Gary and DougLoy. Longtime civic leaders, the Loys ownedErnest Loy Real Estate and Auctioneering. Thefund is to provide scholarships to students fromJay, Blackford, and Randolph counties in Indianaand Mercer County, Ohio, who were involved inextracurricular activities during high school.

Madison High School AlumniScholarship Fund $31,470

Established in 2000 by the Madison High School

Alumni Association, the purpose is to providescholarships to graduates of Jay County HighSchool.

Dr. Glade A. and Joyce H. McAfeeMemorial Scholarship Fund $3,678

Established in 2011 by Julie Forcum in memoryof her parents. Dr. McAfee practiced optometryin Portland from 1952-2003 and Mrs. McAfeewas a Registered Nurse Anesthetist. The fundis to provide scholarships to Jay Countyresidents who are enrolled in either a DoctoralProgram in Optometry or a Certified RegisteredNurse Anesthetist program.

Robert & Helen Brown McCreeryScholarship Fund $11,975

Established in 2000 by Mr. & Mrs. McCreery.Bob was a retired engineer with Portland Forgeand Helen is a retired schoolteacher. The fundis to provide scholarships to Jay County HighSchool graduates attending Purdue Universitymajoring in either engineering or computerscience.

Elizabeth R. McCurdy MemorialScholarship Fund $4,225

Established in 2003 by Lori McCurdy inmemory of her daughter, a nursing student.Elizabeth was driving to classes when she waskilled in an auto accident. The fund is toprovide scholarships to Jay County High Schoolgraduates pursuing a degree in nursing.

John and Imelda McKeownScholarship Fund $13,122

Established in 1977 by Mrs. McKeown’s will as amemorial to her husband and herself. Mrs.McKeown, a former Foundation trustee, and herhusband, an industrialist associated withSheller Globe Co. were longtime civic leaders.

Melissa D.“Missy” Lee

Elizabeth R.McCurdy

Ernest &Martha Loy

Dr. Glade A.and Joyce H.

McAfee


Ray and Samaria J. McKinleyMemorial Fund $79,479

Established in1996 by Mildred May and RayMcKinley, Jr. as a memorial to their parents. Mr.& Mrs. McKinley were both born and raised inJay County and lived in Portland their entiremarried lives.

Meshberger Brothers Stone Corp.Scholarship Endowment $142,055

Established in 2004 by Meshberger BrothersStone Corporation. The fund is to providescholarships to graduates of Jay County HighSchool, with priority given to children ofemployees of Meshberger Brothers StoneCorporation and LICA ConstructionCorporation, and majoring in engineering.

Madonna Miller Memorial TeacherScholarship Fund $18,580

Established in 1996 by Madonna Miller. Thefund is to provide scholarships to studentsmajoring in elementary education.

Robert M. and Ruth I. MillerScholarship Fund $2,775

Established in 2000 by Robert Miller, SandyMcGraw, and Kay Louth, husband anddaughters of Mrs. Miller, as a memorial. Thepurpose of the fund is to provide scholarshipsto graduates of Jay County High School.

Maude M. Moran Scholarship Trust $1,429Established in 1975 by the will of Miss Moran,an employee of the local newspaper. MissMoran was an African-American who asked thatfunds be used regardless of religion or race forscholarships.

Christine Morrow HonoraryScholarship Fund $4,570

Established in 1997 by the Epsilon Phi Chapter

of Delta Theta Tau Sorority in honor of Mrs.Morrow, a charter member of the chapter. Thefund is to provide scholarships to Pennvillearea Jay County High School graduates.

Ashley Muhlenkamp 4-H MemorialScholarship Fund $8,505

Established in 1993 by Roger and LindaMuhlenkamp, Ashley’s parents, as a memorialto their son who was killed in an auto accidentin 1993. The fund is to provide scholarships tostudents pursuing a degree in an agriculturalrelated field.

George E. and Mildred P. MyronMemorial Scholarship Fund $10,065

Established in 2004 by his wife Mildred inmemory of her husband, a Jay County farmer.This fund is to provide scholarships to JayCounty High School graduates who weremembers of Jay County 4-H.

Stephen R. Myron 4-H SupremeAchiever Scholarship fund $22,855

Established in 1998 by Dr. Stephen Myron. Thefund is to provide scholarships to the JayCounty 4-H Club, Inc. Supreme Achiever(s).

Dorothy O’Brien Gegenheimer OdleScholarship Fund $7,660

Established in 1999 by Vicki Leonard in memoryof her mother, a longtime teacher in Jay andRandolph counties. The fund is to providescholarships to graduates of Jay County HighSchool pursuing a career in education.

C.W. Oehler MemorialScholarship Fund $12,611

Established in 1998 by Nadine Miller andMarjorie Thompson in memory of their father, alocal distributor for the Gulf Refining Company.The fund is to provide scholarships tograduates of Jay County High School.

Pay It Forward Scholarship Fund $3,147Established in 2013 by the Foundation board toprovide an opportunity for previousscholarship recipients to “Pay Forward” theirscholarship award to assist future generationsof Jay County students.

Pennville Church of ChristScholarship Fund $3,264

Established in 2007 by the Pennville Church ofChrist to provide scholarships to residents ofJay County pursuing a higher education degree.

Jerry R. PierceMemorial Scholarship Fund $512,365

Established in 2002 by Kay Pierce in memory ofher husband, a local industrialist. The fund isto provide scholarships to employees anddescendants of employees of W & MManufacturing, Inc., Pier-Mac Plastics, Inc., andAccelerated Curing. Students should haveattained no higher than a “C” average in theirhigh school or G.E.D. course work to be eligiblefor this scholarship.

Randy O. PooleMemorial Scholarship Trust $40,670

Established in 1995 by Jane Poole, widow ofRandy, a longtime teacher and coach at JayCounty High School who was killed in an autoaccident in 1995. The trust is to providescholarships to students possessing a goodmental attitude and wishing to study education.

Portland Lions Club Scholarship Fund$29,072Established in 1995 by the Portland Lions Club.This fund is to provide scholarships forgraduates of Jay County High School.

Portland Vocational Women’s ClubScholarship Fund $6,767

Established in 1993 by the Portland chapter ofthe Business and Professional Women’s Club.

Jerry Pierce

AshleyMuhlenkamp


In 1997, the club name was changed to PortlandVocational Women’s Club. The fund is toprovide scholarships for graduates of JayCounty High School.

Eunice R. Pray MemorialScholarship Fund $9,880

Established in 2001 by the will of Mrs. Pray. Thepurpose of the fund is to provide scholarships toJay County High School graduates. Mrs. Pray wasa longtime schoolteacher in Illinois and Jay County.

Robert Quadrozzi MemorialScholarship Fund $7,298

Established in 2010 by the family of RobertQuadrozzi, who was the long-time director of theJay County Development Corporation. The fund isto provide scholarships to Jay County residentswho are enrolled in higher education classes at theJohn Jay Center for Learning.

Sheri and Nicholas Reinhart MemorialScholarship Fund $23,623

Established in 1993 by Mrs. Reinhart’s mother,Virginia DeHoff, as a memorial to her daughter.Sheri and her unborn son were killed in an autoaccident in 1993. The fund is to providescholarships to students pursuing a degree ineducation.

Kris A. Rose MemorialScholarship Fund $36,914

Established in 2000 by Troy Rose, Shauna Runkle,and Heather Rose-Dunning, husband anddaughters of Mrs. Rose. Kris was abusinesswoman and civic leader in the community.The fund is to provide scholarships to femalegraduates of Jay County High School whoexemplify qualities shown by Kris and havefinancial need.

S.D.P. Manufacturing, Inc.Scholarship Fund $76,750

Established in 2008 by S.D.P. Manufacturing, Inc.

The fund shall provide scholarships for studentswho are high school graduates, with preferencegiven to employees and descendents of employeesof S.D.P. Manufacturing, Inc.

Vecil Bookout SchlechtyMemorial Trust $14,941

Established in 1974 by her husband, Leo, as amemorial to Vecil’s career as a nurse. The fundis to provide scholarships to students pursuing adegree in nursing.

Catherine M. & Donald A. SchrammScholarship Fund $24,364

Established in 2001 by the will of DonaldSchramm. Mr. & Mrs. Schramm were teachers inthe Jay County area. The purpose of the fund isto provide scholarships to graduates of JayCounty High School majoring in education.

Harold E. and Maxine E. SchutzMemorial Scholarship Fund $10,985

Established in 1995 by Maxine as a memorial toHarold’s career as an educator. Mr. Schutz was aretired teacher, principal, and activities directorin the Jay County School system.

George and Sallie SchwartzMemorial Fund $13,263

Established in 1964 by the Schwartz’s daughterand son-in-law, Mr. and Mrs. Herbert Jenney. TheSchwartzes were the founders of Standard Brushand Broom Co. and were longtime civic leaders.

Don E. Selvey MemorialScholarship Fund $91,345

Established in 2008 by Gladys Selvey as amemorial to her husband. The fund shallprovide scholarships for graduates of Jay CountyHigh School, pursuing a degree in eithereducation or vocational arts, and have beenactive participants in sports at JCHS. Preferencewill be given to those who intend to participatein collegiate sports.

Paul B. and Ruth Schumaker ShimpScholarship Fund $28,118

Established in 2000 by the will of Ruth Shimp.The fund is to provide scholarships to studentspursuing teaching careers.

Raymond and Mary L. ShreeveScholarship Fund $449,064

Established in 1991 by Mrs. Shreeve’s will. TheShreeves were longtime residents of AllenCounty, but Mr. Shreeve attended school in JayCounty. After reading about The PortlandFoundation in The Commercial Review, theydecided to leave part of their estate to theFoundation.

F. Edward and Marcelle Young SmithScholarship Fund $29,932

Established in 2001 by the will of Mr. Smith. Thepurpose of the fund is to provide scholarships tograduates of Jay County High School majoring inthe field of business.

James H. SmithMemorial Scholarship Fund $2,619

Established in 1982 by Regina Smith, as amemorial to her husband, a Jay County native.The purpose of the fund is to providescholarships to students pursuing a degree in thefield of agriculture or engineering.

Helen P. SpahrMemorial Scholarship Fund $20,199

Established in 1996 by Dr. Donald Spahr as amemorial to his wife, a former dietician atIndiana University Medical Center. Mrs. Spahr, alongtime victim of Multiple Sclerosis, was knownfor her care of others. The fund is to providescholarships for students studying dietetics orhome economics.

Don Selvey

Kris A. Rose

RobertQuadrozzi

SheriReinhart


Christopher Spradling MemorialScholarship Fund $13,954

Established in 1995 by Mr. and Mrs. GeorgeSpradling as a memorial to their son whodied of cancer in 1994. Chris had beenaccepted to attend auto tech school whenhe passed away. The purpose of the fund isto provide scholarships to students whohave taken the vocational auto mechanicscourse at Jay County High School.

Starbuck Endowment Fund $864,432Established in 1999 through a gift from theElizabeth A. Starbuck Unitrust. The fund isto provide scholarships to graduates of JayCounty High School intending to major inbusiness, music, art or education.

Elizabeth A. StarbuckScholarship II $555,558

Established in 2012 by the will of ElizabethStarbuck. The fund is to providescholarships for Jay County High Schoolgraduates.

Haynes Starbuck Scholarship II $555,558Established in 2012 by the will of ElizabethStarbuck. The fund is to providescholarships for Jay County High Schoolgraduates.

Margie Nesbitt Steffy MemorialScholarship Fund $114,385

Established in 1999 by the will of Mrs.Steffy, a Portland civic leader. The fund isto provide scholarships to graduates of JayCounty High School.

Georgetta Strait MemorialScholarship Fund $6,293

Established in 1998 by Epsilon Phi Chapterof Delta Theta Tau Sorority. The fund is to

provide scholarships to Pennville area JayCounty High School graduates.

William R. Sudhoff MemorialScholarship Fund $24,251

Established in 2002 by Jim and Pat Sudhoffin memory of their son, a 1985 graduate ofJay County High School and a graduate ofIndiana University. The fund is to providescholarships to Jay County High Schoolgraduates pursuing a business degree atIndiana University Bloomington’s KelleySchool of Business.

Everett and Lisabeth Hiatt TaylorMemorial Scholarship Fund $7,519

Established in 2013 by the family of Everettand Lisabeth Taylor who were lifetimeresidents of rural Jay County. Althoughunable to afford college himself, Everettunderstood the value of education.Lisabeth was one of eleven children, nine ofwhom graduated from college. Everett wasa farmer and an executive at the JayGarment Company and Lisabeth was ateacher. The fund shall providescholarships to Jay County High Schoolgraduates.

Orla L. and Ruth E. TharpEducational Fund $271,853

Established in 2013 by the Ruth TharpEstate. Orla Tharp was the Cashier at thePeoples Bank and Ruth was a homemaker.The fund shall provide scholarships to JayCounty High School graduates.

Ethel Marie Schumaker ThenisMemorial Scholarship Fund $45,784

Established in 1999 by the will of Mrs.Thenis. The fund is to providescholarships to graduates of Jay CountyHigh School.

Justin Valentine Holy Trinity CatholicChurch Scholarship Fund $15,129

Established in 2007 by Mark & MarianneValentine as a memorial to their son. Thefund is to provide scholarships to highschool graduates who are active membersof the Holy Trinity Catholic Church, Bryant,Indiana, Catholic Youth Organization.

Norm Vinson Scholarship Fund $12,559Established in 2009 by Toni and JosephVinson. The purpose of the fund is toprovide scholarships to graduates of JayCounty High School with preference givento residents of Pennville, Indiana.

Mike Walters Student/AthleteScholarship Fund $31,989

Established in 2003 by Mike Walters, a 1976graduate of Jay County High School. Thefund is to provide scholarships to JCHSgraduates with a 3.0 or greater grade pointaverage who have earned at least twovarsity letters in athletics.

Elda Mae (Winger) WeaverScholarship Fund $21,241

Established in 1999 by Rob Weaver inmemory of his mother who was a nurse formany years. The fund is to providescholarships to high school graduatespursuing a career in the nursing field.

Warren Wyatt Wells MemorialScholarship Fund $17,459

Established in 2002 by Yvonne Wells inmemory of her husband, a Jay Countynative and 1976 graduate of Jay CountyHigh School. The fund is to providescholarships to JCHS graduates.

Mike Walters

ChristopherSpradling

Wyatt Wells

JustinValentine

Norm Vinson

WilliamSudhoff

Evertt andLisabethTaylor


Westchester United Methodist ChurchScholarship Fund $3,915

Established in 1994 by a member ofWestchester United Methodist Church. Thepurpose of this advised fund is to providescholarships to children of members of theWestchester United Methodist Church.

A. Iona Williamson Trust $5,161Established in 1979 by the will of MissWilliamson as a memorial to her parents,Monroe and Marie Williamson. Miss Williamsonwas a longtime employee of First National Bankand asked that the fund be used to providescholarships for students of Jay County.

Zachary Allen Wolford 4-H MemorialScholarship Fund $4,440

Established in 2005 by Heather Binegar, Zach’smother. Zach was killed in a traffic accidentbefore finishing his first year at Ivy Tech StateCollege. Zach was a 10-year member of 4-H.This fund is to provide scholarships tograduates of Jay County High School, who aremembers of the 4-H goat project.

Margo ZielinskiMemorial Scholarship Fund $4,701

Established in 2003 by Steve Zielinski inmemory of his wife who passed away after avaliant battle with cancer. Margo was a teacherin the Jay School Corporation for 31 years. Thefund is to provide scholarships to Jay CountyHigh School graduates pursuing a degree ineducation.

SCHOLARSHIP FUNDS TOTAL $7,361,990

ORGANIZATION ENDOWMENT FUNDSAn agency or organization creates a fund whichsupports its mission.

ACRES, Inc. Endowment $33,922Established in 2006 by ACRES, Inc. The purposeof the fund is to provide support for ACRES, Inc.

Arts Place Endowment for the ArtsFirst Merchants Bank $14,486

Established in 1994 by the Jay County ArtsCouncil’s Board of Directors. The purpose ofthe fund is to provide operating support for theorganization.

Arts Place Endowment for the ArtsMainSource Bank $13,143

Established in 1994 by the Jay County ArtsCouncil’s Board of Directors. The purpose ofthe fund is to provide operating support for theorganization.

Habitat for Humanity ofJay County, Inc. Endowment $1,601

Established in 2004 by the Habitat for Humanityof Jay County Board of Directors. The purposeof the fund is to provide operating support forthe organization.

Lee G. and Linda L. HallEndowment for the Arts $100,553

Established in 1993 by the Jay County ArtsCouncil with a portion of a bequest from Mr.Hall. The fund is to provide operating supportand is named in honor of Lee & Linda’s supportof the arts in Jay County.

Tom Hunt Endowment for the Arts $5,071Established in 1994 by the Jay County ArtsCouncil in honor of Tom, a local business andcivic leader who died in 1993.

Jay Community CenterEndowment Fund $19,956

Established in 2005 by the Jay CommunityCenter. The purpose of the fund is to provideoperational support.

Jay County Boys Club Endowment $21,375Established in 1993 by the Boys Club Board ofDirectors. The purpose of the fund is toprovide operating support for the organization.

Myron Freeman Endowmentfor Jay County Boy Scouts $20,472

Established in 1995 by the Jay County BoyScouts as an honor to Mr. Freeman whodevoted much of his life to the Boy Scouts. Thefund is to provide operating support for theorganization.

Jay County Cancer Society, Inc.Endowment Fund $30,964

Established in 2005 by the Jay County CancerSociety. The purpose of the fund is to supportthe mission of the Jay County Cancer Society.

Jay County Crippled Children andAdults Memorial Fund $70,471

Established in 1993 by the Board of Directors ofthe Jay County Association for CrippledChildren and Adults. A portion of a bequestfrom Sollie Ankrom was used to establish thisendowment that provides support to theorganization.

Jay County 4-H GeneralEndowment Fund $24,378

Established in 1993 by the Jay County 4-HCouncil. The endowment is to provide a sourceof funding available to the 4-H Council forsupport of its programs and facilities.

Jay County Fair Association, Inc.Endowment Fund $43,161

Established in 1994 by the Fair Association’sBoard of Directors. The fund is to provideoperating support.

MyronFreeman

MargoZielinski

ZacharyWolford


Jay County Fourth of JulyCommittee, Inc. Endowment Fund $27,236

Established in 1994 by the Committee’s Board ofDirectors. The fund is to provide operatingsupport as the committee helps celebrate ournation’s birthday.

Jay County Historical SocietyGenealogy Endowment Fund $3,811

Established in 2001 by the Jay CountyGenealogy Society, which merged with the JayCounty Historical Society in 2009. The purposeof the fund is to provide support forpreservation and collection of genealogyrecords and related programs conducted by theJay County Historical Society.

Jay County Pee Wee FootballEndowment Fund $24,798

Established in 1997 by the league’s Board ofDirectors. The fund is to provide operatingsupport for the league.

Jay County Public LibraryEndowment Fund $294,438

Established in 1993 by the trustees of the JayCounty Public Library. The advised endowmentis to provide funds to help supplement theservices provided by the organization.

Jay County Public LibrarySecond Century Fund $17,898

Established in 2006 by the trustees of the JayCounty Public Library. The fund is to helpsupplement the services provided by theorganization.

Jay County Scout Facilities, Inc.Endowment Fund $64,238

Established in 2002 by the Jay County ScoutFacilities, Inc. The fund is to provide supportfor the operation of the Freeman Scout Cabin.

Jay-Randolph Developmental Services, Inc.Endowment Fund $28,950

Established in 1995 by the JRDS Board ofDirectors. The fund is to provide operatingsupport for the organization.

Limberlost CemeteryAssociation Fund $45,423

Established in 2001 by the Limberlost CemeteryAssociation. The purpose of the fund is toprovide support for maintenance for thehistorical upkeep of the Limberlost Cemetery.

Meridian Health Services, Inc.Endowment Fund $164,678

Established in 2004 by Comprehensive MentalHealth Services, Inc. The purpose of the fund isto provide support for the educational, serviceand charitable purpose of Meridian HealthServices, Inc.

David Brent Miller Jay County Boys andGirls Club Fund $9,699

Established in 2011 through gifts from BarbaraKadinger, Bob and Carol Stephens, and the JayCommunity Center. The fund is to providesupport for the Jay County Boys and GirlsClubs, programs of the Jay Community Center.Mr. Miller, owner of Miller Aviation, died in aplane crash in March 2011. He was a long-timesupporter of the Boys and Girls Clubs programs.

National Center for Great Lakes NativeAmerican Culture, Inc.Endowment Fund $1,155

Established in 2007 by the National Center forGreat Lakes Native American Culture, Inc. Thefund is to provide operating support for theorganization.

Jerry R. Pierce MemorialEndowment for the Arts $11,150

Established in 2002 by Arts Place, Inc. in honorof Mr. Pierce, a local industrialist who died in2001.

Portland EveningOptimist Club Fund $63,821

Established in 1992 by the Evening OptimistClub. This fund was the first between theFoundation and a local service club. The fundis an advised fund with youth as its focus.

Portland MorningOptimist Club Fund $31,105

Originally established in 1989 by the MorningOptimist Club to provide funding to programs,services, and support to Jay Countyorganizations. The advised trust wastransferred to The Portland Foundation in 1993to help carry out its purpose.

Portland Parks Endowment Fund $1,841Established in 2001 by the Portland Park Board.The purpose of the fund is to provide supportfor the Portland Parks.

Portland Rotary FoundationEndowment Fund $41,358

Established in 1998 by the Portland RotaryFoundation. The fund is to provide support tothe Portland Rotary Foundation.

Linda Ripley and Ann GoodrichMemorial Fund $12,185

Established in 2011 by the Jay CommunityCenter, through a gift from Mrs. Ripley’s estate.The fund is to provide support for theoperation of the community center.


Second Harvest Food Bank of East CentralIndiana, Inc. Fund $4,303

Established in 2010 by the Board of Directors of theSecond Harvest Food Bank of East Central Indiana,Inc. The fund is to provide operating support forthe organization.

United Way of Jay County, Inc.Endowment Fund $239,941

Established in 1993 by the Board of Directors of thelocal United Way. The fund is to provide operatingsupport for the organization.

Westchester Cemetery Fund $7,651Established in 2006 by the Nancy J. Saxman 2003Revocable Trust. The fund is to provide support formaintenance and historical upkeep of the cemetery.

West Jay Community CenterEndowment Fund $106,344

Established in 2000 by the West Jay CommunityCenter Board of Directors. The fund is to provideoperating support for the organization.

Youth Service Bureau of Jay County, Inc.Endowment Fund $25,955

Established in 1995 by the Youth Service BureauBoard of Directors. The fund is to provideoperating support for the organization.

ORGANIZATION ENDOWMENTTOTAL $1,627,531

NONPERMANENT FUNDS

Freedom Park Fund $2,035Established in 2004 to accept gifts for Freedom Park,which honors veterans of the United States ArmedForces.

NON PERMANENT FUNDS TOTAL $2,035GRAND TOTAL of FUNDS

$27,891,646

WOMEN’S GIVING CIRCLEDoing together what none of us could do alone . . . .

Suzie ArnoldJanet BarrettPam BennettCarole BrighamSue BryantJane CarlinRosie ClammeDiane ColdrenSharlette ColeGail ComptonNatalie CoxMary DavisSharon DavisShirley DeWittJune DomingoBarbara DowningSue DunnJanice Durham

Janice FisherJulie ForcumJeanna FordLinda FrantzRobbin FullenkampDeanna GillespieEthelyn GlentzerGloria GreenCathy HabeggerMeg HabeggerSelena HallSharon HammersDiane HanlinCarol HedgesShirley HerrinZola HidyBecky HinkleMarianne Horn

Tammy HornElizabeth HudsonJane JacksonMargie JetterPhyllis JohnsonLola JoyKate JuilleratLinda KennedyBetty KriegGisela LeMasterElasha LennartzLinda LoweMim LudyBonnie MaitlenBetty Sue ManorBecky MatchettMargaret McBrideJackie McCollum

Gwen McDanielCheryl MillerJoyce MilliganBeverly PriestNina RecordsMary Helen RigbyCletes RinesSue RinkerConnie RobertsJane Ann RunyonVirginia SchenckJulia SchwomeyerJoy ScottenWilburta ShannonDebbie ShreeveHeather SimpsonBetty StoneMerylin Strohl

Janice StuckyJean StuckyJane SwitzerLois TatmanMeranda TeeterReda Theurer-MillerDeb TiptonJoyce TiptonJudy Toms-MedlerPhylis UppAlice ValentineSue WadeJune WendelRuth Ann WidmanFlorence Wiley-StonerJudy ZearbaughLou Ann Zimmerman

MEMBERSHIP

Officers

Elasha Lennartz (center), presents grantfunds to State of the Heart Hospicerepresentatives Deb Tipton (left) andChristy Baker (right)

MISSION: To build a community of women philanthropists through the pooling ofknowledge and resources for the purpose of providing grants to Jay Countyorganizations and initiatives that address mutually agreeable issues.


President – Elasha LennartzVice President – Diane ColdrenSecretary/Treasurer – Linda Kennedy

Immediate Past President – Cheryl MillerGrant Committee Chairs – Rosie Clammeand Kay Hayes

Grant Recipient – State ofthe Heart Hospice - $1,000 towardscare for patients in Jay County

Jay County students are given the opportunity to further their education at aninstitution of higher learning through scholarship funds established by generousdonors at The Portland Foundation. In 2013, 89 students were awarded $214,410.

RECIPIENT SCHOLARSHIP RECEIVEDCatherine Alig The Portland Foundation Scholarship

Catherine and Donald Schramm Scholarship

Derek Arnold Dr. Ara C. and Gay B. Badders Medical Scholarship

William Back The Portland Foundation ScholarshipZack Hummer Memorial ScholarshipMike Walters Student/Athlete Scholarship

Jenna Barber The Portland Foundation ScholarshipVecil Bookout Schlechty ScholarshipGeorgetta Strait ScholarshipElda Mae (Winger) Weaver Scholarship

Latisha Blankenship Altrusa Club of Portland Scholarship

Darren Bogenschutz The Portland Foundation ScholarshipZack Hummer Memorial Scholarship

Thomas Bowen Charles and Ruth Joos Scholarship

Haley Brandt Dr. Ara C. and Gay B. Badders Medical Scholarship

Kathryn Braun The Portland Foundation Scholarship

Jennifer Braun The Portland Foundation ScholarshipSharon Dues Memorial Scholarship

Abby Broering The Portland Foundation Scholarship

Mariah Brunswick The Portland Foundation ScholarshipPeggy Glentzer Scholarship

Andrea Buck The Portland Foundation ScholarshipJay County Hospital Auxiliary ScholarshipElda Mae (Winger) Weaver Scholarship

Lynsay Buckland Church Women United Scholarship

Christina Castillo-Short Charles and Ruth Joos Scholarship

RECIPIENT SCHOLARSHIP RECEIVEDSamantha Compton The Portland Foundation Scholarship

Alexis Cook The Portland Foundation Scholarship

Dylan Cope The Portland Foundation Scholarship

Jill Dirksen Lilly Scholarship FinalistThe Portland Foundation ScholarshipAshley Muhlenkamp 4-H ScholarshipNorm Vinson Scholarship

Sarah Dirksen The Portland Foundation ScholarshipMichael A. Alig Jay County FFA Scholarship

Alexander Dunn #1 Academic Scholarship

Trey Dunn Dr. Ara C. and Gay B. Badders Medical Scholarship

Catelynn Fairchild The Portland Foundation ScholarshipJeff and Eileen Bickel Scholarship

Alysia Fennig Academic ScholarshipMadison Alumni Scholarship

Lainelee Flowers The Portland Foundation Scholarship

Richard Foster, Jr. Jerry Pierce Memorial Scholarship

Lilly Endowment CommunityScholarship Recipient

Andrea Bruggeman is the daughter of Johnand Donna Bruggeman and resides in ruralPortland. She is attending Purdue and major-ing in Animal Sciences with a concentration inPre-Veterinary.


Scholarships

RECIPIENT SCHOLARSHIP RECEIVEDAudrey Franklin Academic Scholarship

Taylor Franklin Hospital Auxiliary Scholarship

Kaylyn Frye The Portland Foundation ScholarshipFirst Bank of Berne ScholarshipInman-Myers ScholarshipStarbuck Business Scholarship

Kortney Garringer The Portland Foundation ScholarshipKristen Danae Corwin Scholarship

Grace Goodman The Portland Foundation Scholarship

Alisha Grider Charles and Ruth Joos Scholarship

Liza Haggenjos The Portland Foundation ScholarshipFelts-Hanlin Scholarship

McKayla Haines Eric Bricker Memorial ScholarshipPennville Church of Christ Scholarship

Audrey Hall Academic ScholarshipSDP Manufacturing Scholarship

Kari Hemmelgarn Marseal DeWeerd, Edith Horn and Virgie BradyMemorial Scholarship

Erin Hilfiker Raymond and Mary Shreeve Scholarship

Samantha Homan Michael A. Alig Jay County FFA ScholarshipRoberta Beard Scholarship

Sarah Horn Charles and Ruth Joos Scholarship

Mark Houck The Portland Foundation ScholarshipBlaine United Methodist Church ScholarshipWayne and Marguerite Hinkle ScholarshipFrank Inman ScholarshipMeshberger Brothers Scholarship

Stephanie Hudson The Portland Foundation ScholarshipMadonna Miller ScholarshipDorothy O’Brien Gegenheimer Odle Scholarship

RECIPIENT SCHOLARSHIP RECEIVEDChristopher Hudson Portland Morning Optimist Scholarship

Christopher Spradling Memorial Scholarship

Rachelle Jackson Portland Evening Optimist Scholarship

Makayla Jobe The Portland Foundation Scholarship

Courtney Knight The Portland Foundation Scholarship

Paige Lennartz The Portland Foundation ScholarshipRobert and Ruth Miller Scholarship

Avery Loyd The Portland Foundation Scholarship

Kyle Loyd-Reier The Portland Foundation ScholarshipGov. I.P. Gray Alumni Scholarship

Amanda May Charles and Ruth Joos Scholarship

Megan May Charles and Ruth Joos Scholarship

Tasha McCowan The Portland Foundation Scholarship

Brock McFarland Jerry Pierce Memorial ScholarshipHarold and Maxine Schutz Scholarship

Brittani Miller The Portland Foundation ScholarshipBryant Alumni ScholarshipCrystal and Patricia Gibson Scholarship

Jessica Mills The Portland Foundation ScholarshipRobert Anderson ScholarshipBernice Tharp Gibble Scholarship

Kevin Minnich Meshberger Brothers Scholarship

Max Morgan Jerry Pierce Memorial Scholarship

Emily Morris The Portland Foundation Scholarship

Laura Morrison Edith Gaunt ScholarshipRandy O. Poole Memorial Scholarship

Jeremy Moser The Portland Foundation ScholarshipBuilding for the Future 27

Scholarships

RECIPIENT SCHOLARSHIP RECEIVEDAnna Muhlenkamp The Portland Foundation Scholarship

Michael A. Alig Jay County FFA ScholarshipRobert and Helen Brown McCreery Scholarship

Kyle Murdock Weldon and Dorothy Hamma Scholarship

Emily Newman-Wendel The Portland Foundation ScholarshipElda Mae (Winger) Weaver Scholarship

William Osborne Christine Morrow Scholarship

Ravi Patel Lilly Finalist ScholarshipJohn Armantrout Science ScholarshipRaymond and Mary Shreeve Scholarship

Kelsey Powell East Central Opportunities ScholarshipJerry Pierce Memorial Scholarship

Caden Price The Portland Foundation Scholarship

Katelyn Reier The Portland Foundation ScholarshipMichael A. Alig Jay County FFA ScholarshipWilliam Sudhoff ScholarshipJustine Valentine Scholarship

Miranda Reinhart Raymond and Mary Shreeve ScholarshipAlpha Tri-Kappa ScholarshipPortland Morning Optimist ScholarshipSheri and Nicholas Reinhart ScholarshipStarbuck Art Scholarship

Raistlin Rice The Portland Foundation ScholarshipPortland Morning Optimist Scholarship

Mitchel Rigby Matt Aker Scholarship

Wendy Robbins Robert Quadrozzi Memorial Scholarship

Lauren Runkle Eva Moore Gordon and Ernest Moore ScholarshipJeannie Habegger ScholarshipJay Lodge #87 Free & Accepted Masons ScholarshipPortland Morning Optimist ScholarshipKris Rose ScholarshipDon Selvey Memorial Scholarship

RECIPIENT SCHOLARSHIP RECEIVEDLeslie Schubert Lilly Finalist Scholarship

Dr. Ara C. and Gay B. Badders Education ScholarshipJay County French Connection ScholarshipPortland Lions Club Scholarship

Clayton Scott The Portland Foundation ScholarshipStarbuck Music Scholarship

Casey Shannon The Portland Foundation Scholarship

Thomas Shrack Dr. Ara C. and Gay B. Badders Medical Scholarship

Kyle Siegrist Ray and Samaria McKinley Scholarship

Robert Skiver The Portland Foundation ScholarshipStarbuck Education Scholarship

Morgan Smitley Joe Scott Clark Scholarship

Katie Snyder Arnold and Eugenia Beumer ScholarshipElizabeth McCurdy ScholarshipElda Mae (Winger) Weaver Scholarship

Dylan Swingley Michael A. Alig Jay County FFA ScholarshipF. Dale Jordan Scholarship

Amazia Switzer Jerry Pierce Memorial Scholarship

Julie Valentine The Portland Foundation ScholarshipPortland Morning Optimist Scholarship

Abbey Vance Frank Inman ScholarshipJay County High School Alumni ScholarshipErnest and Martha Loy ScholarshipPaul and Ruth Schumaker Shimp ScholarshipMargo Zielinski Memorial Scholarship

Libby Weaver Dr. Ara and Gay B. Badders Medical Scholarship

Joshua Wellman The Portland Foundation ScholarshipStephen Myron 4-H Scholarship

Mikayla Wellman The Portland Foundation ScholarshipElda Mae (Winger) Weaver Scholarship

Shelby Wendel Dr. Kathleen Galbraith Memorial Medical ScholarshipJames Hardy “Portland Panther” Scholarship


Scholarships

Grants From Unrestricted and Field of Interest FundsOrganization/Project Purpose AmountAgape Respite Care Washer and Dryer $ 500Arts Place Arts in the Parks $ 10,000

MusicWorks $ 10,000Operating Support $ 15,000Strategic Planning $ 2,500

Jay County Third Grade Classrooms Care and Share Program $ 1,300Community and Family Services HeartLite Program $ 4,500

People Helping PeopleProgram $ 1,500

STD Clinic $ 1,500Dunkirk Beautification Committee Webster Depot Concert Series $ 1,450Dunkirk Public Library & Glass

Museum Computers and Equipment $ 7,998Gas Boom Project $ 1,000

Jay Community Center Boomer Sports Program $ 37,500Senior Citizens ProgramEquipment $ 7,556

Jay County Civic Theatre Lighting Equipment $ 4,000Jay County Fourth of July Committee Fourth of July Celebration $ 10,000Jay County Historical Society Display Cases $ 1,400

Elwood Haynes Mural $ 10,000Multimedia Preservation $ 2,420

Jay County Humane Society Dividing Fence $ 4,500Spay and Neuter Program $ 5,000

Jay County Soil and Water Conservation Educational Field Days $ 2,400Jay County Special Olympics Entry Fees $ 4,000

Uniforms, Golf and EquestrianEquipment $ 3,250

Jay County Trails Club Professional Consultant Fees $ 2,500Jay Patriot Band Boosters Color Guard Equipment $ 2,132Jay-Randolph Developmental Services Renovation of a Group Home $ 5,000John Jay Center for Learning College-Career-Connect

Program $ 6,000Flooring and Window Blindsfor Café $ 12,000

Sprinkler System for Basement $ 13,500Mad Anthony’s Children’s Hope House Overnight Stays for

Jay County Families $ 2,850Salvation Army Emergency Assistance

Program $ 3,000Second Harvest Food Bank Tailgate Program $ 7,000

Organization/Project Purpose AmountSpirit of Community Fund Spirit of Community Fund $ 48,988Youth Service Bureau Born to Learn Program $ 12,500

Born to Learn Camp $ 2,305KARSS Program $ 5,000Raised Garden Project $ 1,000

Total $ 273,049

Teacher Creativity Mini GrantsSchool/Teacher Purpose AmountBloomfield Elementary School 5th Grade Fund a visiting artist and

Ms. Kathy Ayers pay for supplies for instructionin traditional Sumi BambooPainting $ 250

East Jay Middle School 7th Grade Fund the purchase of studentMs. Cassi Alberson response boards $ 198

East Jay Middle School 7th Grade Fund the purchase of studentMs. Carla Johnson response boards $ 198

East Jay Middle School 7th Grade Fund the purchase of aMs. Carla Johnson document camera $ 250

Jay County High School Drama Club Fund the purchase of a table sawMs. Carol Knarr Gebert and protective eyewear for the

High School scene shop $ 250Redkey Elementary School 5th Grade Fund a trip to the Bongo Boy

Ms. LaVetha Loucks Music School $ 250Westlawn Elementary School 5th Grade Fund a trip to the Indianapolis

Ms. Kelly Bricker Art Museum $ 250Westlawn Elementary School 4th Grade Fund the purchase of a Mimio

Ms. Holly Farr Pad $ 250Westlawn Elementary School Grades K-5 Fund the purchase of a

Ms. Cathy Fugiett document cameraand projector $ 250

Westlawn Elementary School 2nd Grade Fund the purchase of an ElmoMs. Donna Geesaman interactive document camera $ 250

Westlawn Elementary School 3rd Grade Fund the purchase of aMs. Jennifer Johnson Mimio Pad $ 250Westlawn Elementary School 3rd Grade Fund the purchase of aMs. Janelle Kirby Mimio Pad $ 250Westlawn Elementary School 5th Grade Fund the purchase of aMr. James Roberts Mimio Pad $ 250



AssetsCurrent Assets: 12/31/2013 12/31/2012Cash and cash equivalents $ 157,823 $ 102,425Cash and cash equivalents -

Temporarily restricted 40,055 39,591197,878 142,016

Income tax receivable 26 69Investments; at market - Assets held for others 236,233 126,116Investments; at market -

Temporarily restricted 4,604,870 1,940,120

Total current assets 5,039,007 2,208,321

Property and Equipment; at costComputer hardware 17,279 17,688Computer software 2,370 2,370Leasehold improvements 402,768 394,188Office furniture and fixtures 4,480 4,480

426,897 418,726Less: Accumulated depreciation (184,234) (157,971)

242,663 260,755Land - Freedom Park 220,423 220,423

Total property and equipment 463,086 481,178

Noncurrent Assets:

Investments; at market - Assets held for others 747,268 733,359Investments; at market -

Permanently restricted 22,467,414 20,300,034Investments; at cost - Permanently restricted 4 5Paintings - Permanently restricted 3,471 3,471Total noncurrent assets 23,218,157 21,036,869Total assets $28,720,250 $23,726,368

Liabilities and Net AssetsCurrent Liabilities: 12/31/2013 12/31/2012Accrued liabilities $ 0 $ 4,250Current portion of non-current liability 54,829 48,237Total current liabilities 54,829 52,487

Non-Current Liabilities:Liabilities for assets held for others 983,501 859,475Less: Amount to be disbursed

within one year (54,829) (48,237)Total non-current liabilities 928,672 811,238Total liabilities 983,501 863,725

Net Assets:Unrestricted 620,935 579,422Temporarily restricted 4,644,925 1,979,711Permanently restricted 22,470,889 20,303,510Total net assets 27,736,749 22,862,643

Total liabilities and net assets $ 28,720,250 $ 23,726,368

Combined Statements of Financial PositionFor the Years Ended December 31, 2013 and December 31, 2012


Temporarily PermanentlyUnrestricted Restricted Restricted Total

Revenues, Gains, and Other Support

Contributions $ 184 $ 7,550 $ 2,123,981 $ 2,131,715Interest and dividends 561,893 561,893Realized and unrealized gains and (losses)

from investments, net 3,314,591 588 3,315,179Loss on disposal of fixed assetsPartnership investment income (loss) 341 341

184 3,884,034 2,124,910 6,009,128Less: Contributions to assets held for others (13,909) (13,909)Less: Investment loss from assets held for

others (126,917) (126,917)184 3,757,117 2,111,001 5,868,302

Net assets released from restrictions 1,035,525 (1,091,903) 56,378

Total revenues, gains, and other support 1,035,709 2,665,214 2,167,379 5,868,302

Grants. Scholarships. and Other Expenses:Grants 442,316 442,316Scholarships 191,487 191,487Investment management fees 33,501 33,501Trustee fees 122,379 122,379Unrelated business income tax 43 43Functional expenses 221,270 221,270

1,010,996 1,010,996Less: Disbursements from assets

held for others (16,800) (16,800)Total distributions and other expenses 994,196 994,196

Change in Net Assets 41,513 2,665,214 2,167,379 4,874,106Net Assets - Beginning 579,422 1,979,711 20,303,510 22,862,643Net Assets - Ending $ 620,935 $ 4,644,925 $ 22,470,889 $ 27,736,749

Combined Statements of ActivitiesFor the Year Ended December 31, 2013


2013 Grants 1951 – 2013 GrantsScholarships $ 214,410 34% Scholarships $4,560,066 34%Arts & Culture 106,265 17% Arts & Culture 2,711,583 20%Education 101,544 16% Community Development 2,582,647 20%Community Development 91,089 15% Education 1,229,972 9%Youth 61,034 10% Health & Human Services 1,228,421 9%Health & Human Services 51,810 8% Youth 1,044,600 8%

$626,152 $13,357,289

0

1

2

3

4

5

0

5

10

15

20

25

30

0.0

0.3

0.6

0.9

1.2

1.5

$in

mill

ions

$in

mill

ions

$in

mill

ions

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

$16.

79M

$17.

30M

$19.

18M

$19.

56M

$13.

75M $1

6.35

M

$19.

07M

$18.

30M

$23.

75M

$28.

74M

$816

K

$1.0

7M

$303

K

$353

K

$638

K

$259

K

$1.0

9M

$227

K

$4.0

3M

$2.1

9M

$1.3

4M

$1.3

2M

$665

K

$1.0

0M

$570

K

$404

K

$340

K $523

K

521K

$690

K

Assets Gifts Grants

For the year ending December 31, 2013, The Portland Foundation’s rate of return on its investment portfolio was 16.6%

How to Give Through ThePortland FoundationDonors can give to existing funds or create new ones that best serve their needs andcharitable interests. Prospective donors are urged to discuss the various optionslisted below with their attorney, accountant or other financial advisor.

Endowment FundsAn endowment fund is a living memorial that may carry your family name. It createsa pool of charitable assets that provides enduring charitable support. Donors maychoose one of five ways to have their contributions administered:

UnrestrictedThe donor allows the Board of Trustees the freedom to choose the grant recipientsand respond to changing needs in the community.

Field of InterestThe donor may specify a field of interest, but leaves selection of the exact recipientsto the discretion of the Board of Trustees.

RestrictedThe donor may name one or more particular agencies or institutions to receivegrants.

ScholarshipThe donor outlines the criteria for awards to deserving students so they may pursueeducational opportunities.

Donor AdvisedThe donor may suggest possible grant recipients to the Foundation each year.

Planned Gifts Providing Lifetime Income

Planned gifts provide the benefits of charitable giving, while affording you and lovedones income from thedonated assets.

Through The Portland Foundation, donors have the opportunity to preserve andstrengthen the Jay County community. For information on these and other ways touse The Portland Foundation, call Doug Inman at (260) 726-4260.

Applying for GrantsThe Portland Foundation encourages requests from any new or existing charitableorganization or community agency in Jay County.

Grant PoliciesGrant proposals must have direct relevance to Jay County charitable needs.

Areas The Portland Foundation wants to support are:

• Start-up costs for new programs

•One-time projects or needs

•Capital needs beyond an applicant organization’s capabilities and means

Generally, The Portland Foundation does not support:

• Individuals, other than scholarships

• Religious or sectarian purposes

•Make-up of operating deficits, post-event or after-the-fact situations

• Endowment campaigns

• Propaganda, political or otherwise, attempting to influence legislation or intervenein any political affairs or campaigns

Requests are reviewed and voted on twice a year. Deadline dates are typically inJanuary and July and are announced in the local media.

Foundation staff will review the grant request and will contact the requestingorganization for any additional information or clarification. Following staff review, theproposals are sent to the Board of Trustees for evaluation and fundingrecommendation.

Following the next regularly scheduled board meeting, applicants are informed inwriting of the Board’s decisions as well as any conditions placed on a grant.

The mission of The Portland Foundation is to enhancethe quality of life for the people of Jay County, Indiana,

now and for generations to come,by building community endowment, effecting significant

impact through grantmaking andproviding leadership on key community issues.

NONPROFIT ORG.U.S. POSTAGEPA I D

PORTLAND, IN 47371PERMIT NO. 4

THEPORTLANDFOUNDATION

112 East Main StreetPortland, IN 47371

260-726-4260Fax: 260-726-4273E-mail: [email protected]

Return Service Requested

Past Board MembersEthel Cartwright 1952-1970Orville Bechdol 1952-1954Joseph Burke 1952-1959Charles Baird 1952-1954James Abromson 1952-1976John S. Hardy, Sr. 1952-1972Hugh N. Ronald, Jr. 1954-1969Robert Smith 1954-1967Rev. Virgil Bjork 1959-1961John Bodle 1961-1976David Mosier 1967-1971Byron Nesbitt 1969-1977Imelda McKeown 1970-1977

John Coldren 1971-1985R. Dwight Young 1973-1982Lon Racster 1976-1989Edna Elliott 1977-1985James Peterson 1977-1986Maxwell Naas 1978-1987Marian F. Abromson 1983-1988Joel Roberts 1985-1989Jack Ronald 1986-1996Joann Vormohr 1987-1990Sally Naas Mauger 1988-1988William W. Hinkle 1989-1998Stan Teeter 1989-1993Doug Milligan 1989-2002

Ruth Ann Widman 1989-2002Gretchen Young 1991-2000John Brigham 1993-1999Ethelyn Glentzer 1997-2001Darrell Reeves 2000-2002Greg Moser 2000-2003Dr. Mark Haggenjos 2001-2007Julie Barber 2003-2006Phil Frantz 1999-2008Ron Freeman 1999-2008Giles Laux 2003-2009Julie Forcum 2001-2010Rosalie Clamme 2003-2012Eric Reynolds 2003-2012

2013 Board of Trustees

StaffDouglas L. Inman, Executive Director Jessica L. Cook, Program Officer

Mary Davis, President Rosalie Clamme Rex JournayDean Jetter, Vice President Pat Bennett Ron LauxEmily Goodrich Roberts, Secretary/Treasurer Dr. David Fullenkamp

building for the future - portlandfoundation.org

Documents