Community Foundation of the · PDF fileCommunity Foundation of the Ozarks ... sold the land to...

A n n u a l R e p o r t FY 2007

Community Foundation of the Ozarksof the Ozarks

S T E W A R D S H I P

the conducting, supervising, or

managing of something; especially:

the careful and responsible management

of something entrusted to one’s care.

Community Foundation of the Ozarks

S t e w a r d s h i p

Stewardship is at the heart of the mission of the Community Foundation of the Ozarks.

Stewardship of your charitable funds. Stewardship of cherished legacies. Stewardship of the

values that define our region.

Building on this theme, the Community Foundation of the Ozarks has launched the

Stewardship Ozarks Initiative—an organizational commitment to strengthening conservation

groups that are preserving the beauty and natural resources of the Missouri Ozarks. Through

planned giving cultivation, targeted grantmaking, and an endowment building challenge this

initiative will enhance the sustainability of nearly twenty organizations that are committed

to our environment.

The next few pages feature some of the good work being done by our conservation partners.

Whether educating children, protecting watersheds, decreasing pollution or restoring prairies,

these important efforts will ensure that the Ozarks remain a place of natural wonder and a

healthy community.

And isn’t that what the Community Foundation of the Ozarks is all about.

Thoughtful stewardship requires both commitment and education to develop a concerned

public that will support and care for the Ozarks’ natural bounty. Engaging children in their

world nurtures this conservation ethic through a greater understanding of the natural

environment and their individual role in protecting it.

Thanks to Wonders of Wildlife’s “Wonders Down Under” program, Springfield fifth graders

went underground in Doling Park’s Giboney Cave last year for the chance to get their hands

dirty and learn about the delicate underground ecosystem. They also studied geology and the

human impact on the Ozarks’ watershed.

“Getting students outside makes a difference,” explained Misty Mitchell, director of

conservation programs at Wonders of Wildlife. “It gets them excited about the subject and

they’ll remember the experience for years to come.”

Wonders of Wildlife joined forces with the Springfield Public Schools, the Springfield Greene

County Parks Department and the Watershed Committee of the Ozarks to develop “Wonders

Down Under.” The environmental education programs also met the school district’s major

instructional goals for science curriculum, reinforcing classroom lessons. Funding for the

program was provided through a grant from Community Foundation of the Ozarks and its

Stewardship Ozarks Initiative.

“Students benefit when community partners come together for projects like this,” said Mitchell.

“It really takes education to the next level. We hope that by nurturing a greater understanding

of and connection to the outdoors now, we can help young people be thoughtful and informed

community members in the future.”

Students participate in the Wonders Down Under Program in front of Doling Park’s Giboney Cave.

Wo n d e rs D o w n Un d e rWo n d e r s o f Wi l d l i f e

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From Fayetteville, Arkansas to Marshfield, Missouri, the White River Basin covers two states,

twenty-one counties, tens of thousands of acres, more than a million residents and is home

of some of the Ozarks’ most splendid lakes and rivers — all treasures central to the region’s

identity. A vibrant economy has also made the area one of the fastest growing in the nation,

attracting more people and increasing the strain on the local environment.

“There’s a tension between economic development and preserving our natural resources that

we must recognize and manage,” explains Dr. John Moore, executive director of the Upper

White River Basin Foundation.

Over the last six years the Upper White River Basin Foundation has worked to reconcile these

two imperatives by combining research, public education, and policy advocacy. Recognizing

an opportunity to shift how the Ozarks views its precious resources, founder Todd Parnell

called upon key regional stakeholders. Uniting with other Ozarks conservation-focused

groups, these “water warriors” have established a goal of making the four lakes within the

Upper White River Basin the cleanest man-made lakes in the United States by the year 2020.

The organization is also dedicated to helping other Ozarks’ conservation nonprofits achieve

financial sustainability. By committing $100,000 to the Community Foundation of the Ozarks’

Stewardship Ozarks Initiative, the Upper White River Basin Foundation hopes to expand the

reach and impact of these efforts to protect cherished natural resources.

“People are starting to realize the need to take care of their resources,” said Moore. “Clean

lakes and rivers today will allow future generations to enjoy the same quality of life in the

Ozarks that we have.”

T h e Wa te r Wa r r i o r sUp p e r W h i t e R i v e r B a s i n Fo u n d a t i o n

Upper White River Basin Foundation Executive Director Dr. John Moore (center) with board members Peter Herschend and James Leon Combs (seated). S

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Into the gutter, down the spout, through the yard and into the storm drains, tens of thousands

of gallons of rainwater pass over the typical Ozarks’ roof every year and flow directly into area

rivers, lakes and streams. The runoff water leads to flooding and erosion downstream and

carries pollutants that degrade water quality.

The James River Basin Partnership is planting a solution to the problem in yards and

along streets throughout Springfield. Rain gardens are shallow depressions filled with

native plants that catch the torrents of storm water. The plants’ deep roots work to filter

pollutants and recharge the groundwater aquifer, making runoff water a resource rather

than a downstream problem.

With funding through a grant from Community Foundation of the Ozarks, the James River

Basin Partnership and the city of Springfield Public Works Department have planted several

rain gardens. The gardens are part of a larger project to increase public awareness of water

pollution issues. These efforts encourage environmental stewardship on a personal, house-

to-house level.

Many of the James River Basin Partnership’s programs focus on promoting change at the

personal level, including septic tank maintenance and soil testing along with programs such

as River Rescue and Clean Water Kids. Visible efforts within the community like this help

make the public aware of the issues that are affecting their water quality and how they can

become part of the solution.

“We feel that it’s very important to get people involved, to remain grassroots oriented,” says

Holly Neill, executive director for the James River Basin Partnership. “That’s what ultimately

makes stewardship work.”

G a rd e n ing f o r C l ea n Wa te rJa m e s R i v e r B a s i n Pa r t n e r s h i p

James River Basin Partnership Executive Director Holly Neill (left) and Carrie Lamb, Springfield Public Works Department storm water technician, stand in a Weller Street rain garden. S

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Vivid memories of the prairie occupy an important place in the American consciousness.

Tallgrass prairies were once common in the Ozarks as waves of settlers began arriving 170

years ago. The prairie met the plow as history hustled by, until the native prairies and their

unique flora and fauna became all but extinct in the region.

Woods Prairie, a 40-acre prairie remnant near Mt. Vernon, is significant because it is one of

the southeastern-most prairie relics remaining in the Osage Plains. This prairie relic supports

a diverse array of scarce native plant and animal species.

In 1999, the great-granddaughter of John Blackburn Woods, who settled on the land in 1836,

sold the land to the Ozark Regional Land Trust (ORLT) through an arrangement similar to a

charitable gift annuity. Woods Prairie, under the ownership of Ozark Regional Land Trust, will

be protected in perpetuity as a nature reserve for public study and enjoyment.

“Woods Prairie is an exceptionally beautiful and dynamic ecosystem of more than 230 plant

species, with more being documented every year. This isolated 40-acre nature reserve is

constantly teeming with flowers, birds, butterflies, and wildlife, while the fescue pastures

across the fence seem virtually devoid of life. I am thrilled that this rare gem has been

permanently protected by ORLT” said Andrew Thomas, vice president and chairman of the

Board for ORLT.

Ozark Regional Land Trust was founded in 1984 by Gregg Galbraith to protect land and other

important natural features of the Ozarks. The land trust works with concerned land owners

to create a preserve or to place easements that allow them to retain title to the land but limit

future use. To date, Ozarks Regional Land Trust has helped protect more than 17,000 acres

of land in four states.

Ozark Regional Land Trust is an important partner of the Stewardship Ozarks Initiative,

which will help grow their endowment and allow the organization to continue its mission of

preserving the Ozarks’ natural places.

Wo o d s Pra i r i eO z a r k s R e g i o n a l L a n d Tr u s t

Andrew Thomas, vice president and chairman of the board, Ozarks Regional Land Trust, collects seeds from native plants at Woods Prairie. S

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T a b l e o f C o n t e n t s

Annual Report Letter ......................................................................................................................11

Fiscal Year 2007 Action Plan ..........................................................................................................12

Board of Directors ..........................................................................................................................13

Financial Statements ......................................................................................................................14

Investment Policy ...........................................................................................................................16

Advisory Directors ..........................................................................................................................17

Advisory Council ............................................................................................................................17

Committee Members .....................................................................................................................18

Sustaining Membership .................................................................................................................19

Professional Advisors Council ........................................................................................................20

Legacy Society ................................................................................................................................21

Legacy Funds ..................................................................................................................................22

Humanitarian of the Year Award ...................................................................................................23

Youth Empowerment Project .........................................................................................................23

Establishing Funds, Honoring Donors’ Intent ................................................................................24

New Funds Established ..................................................................................................................26

Regional Community Foundations Affiliated with CFO .................................................................30

Regional Community Foundations’ Funds and Assets ..................................................................31

Previously Established Funds .........................................................................................................56

Endowment Partner Funds .............................................................................................................60

Foundation Grant Report .............................................................................................................. 64

Community Foundation of the Ozarks Information .......................................................................67

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Your Community Foundation of the Ozarks attained new milestones during the fiscal year ending June 30, 2007. The staff and Board of Directors are grateful to you and all the generous, caring people throughout the Ozarks and the many communities with whom we collaborate.

Assets of the Foundation continued to grow and ended the fiscal year at $136 million, helped by $17 million in contributions. Records were again set with 183 new funds and $8.2 million in grants and distributions. The Foundation has awarded more than $39 million in grants and distributions since commencing operation in 1973!

The Foundation continues to facilitate compilation of Springfield’s Community Focus report and coordinates the multi-million dollar Grantmakers’ Challenge for Children directed toward the “red flag” areas affecting children identified in the report. Thanks to a number of generous donors, the new Stewardship Ozarks Initiative is moving forward and will be addressing conservation and related issues over the coming years. The first “Fund for Springfield” challenge grant has been issued by Springfield Trust Company and the Board and staff will be working to raise money for this important new fund.

Besides Greene County and the surrounding counties, the Foundation works with affiliate foundations all across southern Missouri: Clinton to the north, Ste. Genevieve to the east and Poplar Bluff to the southeast. The just-commenced Philanthropy Initiative Phase II will continue to strengthen our regional efforts. I want to thank Harry Cooper Supply Company for making this initiative possible.

We are blessed to have an exceptional staff at the Foundation and many years of dedicated leadership from the Board. Community Foundation of the Ozarks is committed to improving the quality of life in each of our communities, with a wide range of interests from children to the arts, from health care to the environment and from education to preservation. Thank you for your continued support.

Ron Neville2007–2008 Board Chairman

20 07 A n nu a l Re p o r t L e t t e rR o n Ne v i l l e

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F Y07 Ac t i on P l a n

MISSIONOur mission is to enhance the quality of life for our citizens now and for future generations by building community endowments, meeting needs through grantmaking, providing leadership and promoting collaboration on community issues.

2007 ACTION PLANThe Board of Directors set forth an ambitious agenda for the Community Foundation of the Ozarks. Thanks to the hard work from the staff and Board of Directors and the commitment from donors and community partners, CFO was able to meet each item in last year’s action plan.

• Launch Stewardship Ozarks, an effort to build regional conservation organizational endowment funds through a challenge grant program and enhance the “conservation” grantmaking round in the Metropolitan Springfield community grantmaking program.

The $1,000,000 Challenge for Conservation, part of the

Stewardship Ozarks Initiative, will provide matching grants

to enhance the endowment building efforts of conservation

organizations in the Ozarks. This endowment building challenge

is made possible through a major gift from Johnny Morris on

behalf of Wonders of Wildlife and additional support from

Sally Baird, Community Foundation of the Ozarks Philanthropy

Initiative, Susie Henry, Gregg and Shelia Galbraith, Larry and

Dr. Nancy O’Reilly, Todd and Betty Parnell, Dr. Tom and Dr. Kim

Prater, and the Upper White River Basin Foundation.

$130,000 in targeted conservation grants were made.

• Strengthen asset development in Springfield and Greene County by the establishment of ten new significant funds by individual donors.

Twelve new funds meeting this goal were established during

the FY07 by Springfield and Greene County donors.

• Develop a strategic plan for a “Philanthropy Initiative Phase II,” a longitudinal effort to build administrative

endowments, unrestricted endowment, and provide board development for the affiliated community foundations.

Approved by the Board of Directors in May, Phase II of the

Philanthropy Initiative will provide $1,000,000 in challenge

grants to CFO’s 41 affiliate foundations. Special thanks to

Harry Cooper Supply Company whose generous support has

made this initiative possible.

• Reconvene Community Focus Report steering committee and support the completion of community report cards in the Ozarks region.

The third edition of the Community Focus report was

released in September and is available at

www.SpringfieldCommunityFocus.org.

• Enhance board and public education on the Community Foundation of the Ozarks.

CFO staff developed a CFO 101 presentation that was

shared with Board of Directors and made available to other

organizations throughout the region.

• Revise CFO bylaws.

Led by Chairman Tom Peebles, the Governance Committee

made a substantial revision of the Foundation’s bylaws. The

revised bylaws were approved by the Board of Directors in May.

• Reach the $125,000,000 level in charitable assets.

CFO’s total assets grew to more than $136 million for FY07,

thanks in part to $17 million in contributions.

• Distribute more than $8,000,000 in grants and distributions in FY07.

CFO made approximately $8.2 million in charitable grants

and distributions this year, the first time in CFO’s 34 year

history grants and distributions topped $8 million.

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B o a rd o f D i r e c t o r s 20 07

Sally Baird, Chair-elect

James Leon Combs, Secretary

Dr. Tom Prater, Treasurer

Dr. Nancy O’Reilly, At-large

Ron Neville, Chair

James Anderson

Sharon Whitehill Gray, Nixa

Evelyn Mangan

Robert Wheeler, Clinton

J. W. Gibbs

Yolanda Lorge

Doug Thornsberry

John Cooper

Lou Thelen Kemp, Bolivar

Mel Saunders

Clifford S. Brown

Jerry Jared

David Pointer, Gainesville

Kevin Ausburn

Patti Holt, Monett

Bill Miller

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Current assets: 2007 2006 Cash and temporary cash investments $4,763,975 $3,476,165 Current portion of notes receivable — 13,951 Missouri income tax credit certificates 22,361 127,806 Total current assets 4,786,336 3,617,922 Investments: Commingled investment pool 105,292,994 82,843,284 Other investments 12,736,140 11,044,949 Supporting organization 7,235,849 6,645,001 Total investments 125,264,983 100,533,234 Other assets: Contributions receivable 617,154 606,903 Property and equipment, net of accumulated depreciation of $115,190 at 2007 and $62,209 at 2006 1,509,714 1,552,950 Cash surrender value of life insurance policies 1,760,305 1,799,394 Total other assets 3,887,173 3,959,247 Total assets $133,938,492 $108,110,403

Community Foundation of the Ozarks, Inc.S t a t e m e n t s o f F i n a n c i a l Po s i t i o n

Regional Community Foundation Assets listed by agreement $2,605,912 2,605,912 Combined total assets: $136,544,404 $110,716,316

Liabilities and Net Assets

Assets

Current liabilities: 2007 2006 Current portion of annuities payable $25,600 $34,082 Loan payable 364,906 364,906 Grants payable 561,093 462,042 Total current liabilities 951,599 861,030 Other liabilities: Annuities payable 671,702 639,367 Agency funds 19,025,964 13,531,278 Total other liabilities 19,697,666 14,170,645 Net assets: Unrestricted 10,225,135 6,774,044 Temporarily restricted 46,263,192 32,722,722 Permanently restricted 56,800,900 53,581,962 Total net assets 113,289,227 93,078,728

Total liabilities and net assets $133,938,492 $108,110,403

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Support and revenue: 2007 2006 Contributions $11,545,204 $19,482,540 Investment income 1,865,274 2,077,267 Management fee revenue 1,058,796 822,150 Net realized gain on investment transactions 3,020,991 3,319,926 Net unrealized gain on investments 11,510,084 1,570,824 Annuity actuarial adjustments (77,530) (413,042) Total support and revenue 28,922,819 $26,859,665 Expenses: Grants 6,237,453 6,420,919 Fund administrative fees 1,032,746 819,506 Cash value life insurance premium expense 48,664 465,971 Interest expense 30,503 26,601 Other fund expenses 107,122 259,339 Management and general expenses 1,118,305 898,572 Total expenses 8,574,793 $8,890,908

Increase in net assets 20,348,026 17,968,757 Reclassifications (137,527) — Net assets at beginning of year 93,078,728 75,109,971 Net assets at end of year $113,289,227 $93,078,728

Contributions and increases in assets from all funds for the year were over $17 million. Grants and distributions from all funds, including agency funds, for the year totaled $8.2 million.

The combined assets of the Community Foundation of the Ozarks and its regional community foundations totaled $136,544,404, which are reflected in the graph on this page.

The financial statements of the Community Foundation of the Ozarks for the years ended June 30, 2007 and 2006 have been audited by Whitlock, Selim and Keehn, Certified Public Accountants. Copies of their unqualified report are available for review at the Foundation’s office.

Statement of Activities

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10-year Combined Assets History

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I nve s t ment Po l i c y

The Community Foundation of the Ozarks has a formal investment policy and a disciplined process by which its charitable funds are invested.

An Investment Advisory Board of the Foundation, through regular meetings, sets goals and objectives, appoints professional managers and monitors performance under the authority of the board of directors.

In October 1994, the Community Foundation of the Ozarks adopted a total return/distribution policy for funds of the Foundation. Since then, the Foundation’s annualized return has been an outstanding 11%.

The objective of the total return/distribution policy is to prevent erosion of the endowment by investing for a total return sufficient to cover desired grants, the cost of investment and the rate of inflation. The performance goal is to outperform the blended index over each market cycle.

The asset allocation seeks its investment objective through diversification, utilizing large and mid cap domestic stocks, international stocks including emerging markets, real estate investment trusts, intermediate duration domestic bonds, global bonds and hedge funds. Further diversification is provided through the employment of both growth and value style managers. The policy mix is as follows:

The investment discipline followed requires rebalancing each asset class back to pre-approved policy levels each quarter. All assets are subject to audit and annual confirmation by the external audit firm of the Foundation.

The Community Foundation of the Ozarks’ spending policy complements the formal investment policy. The spending policy utilizes the increase in appreciation made possible by a total return investment policy by selecting a percentage rate to use in calculating the annual charitable payout. Thus an appropriate sum is available for distribution to the various charitable causes served by the Foundation. The Community Foundation currently utilizes a 5% charitable payout rate based on a 12-quarter average.

Large cap domestic equities 20%

Mid cap domestic equities 20%

International equities 15%

Emerging market equities 5%

Real estate investment trust 5%

Hedge funds 10%

Intermediate domestic bonds 12.5%

World bonds 12.5%

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Adv i s o r y D i r e c t o r s F Y 20 07

Hearld R. AmblerNancy AtonRob BairdJudy BeisnerRoseann BentleyJoyce BladesWilliam Brandon BowmanRichard BrodbeckJulie Turner BrownJames BuchholzVirginia BusseyPeg CarollaTac CaplanThomas J. CarlsonJohn M. CarnahanKen CarterDel CaywoodJerry ClarkWilliam R. CompereJohn CourtneyDr. T.T. CrabtreeMichael Cunniff

Don DaileyWilliam DarrMary DeckPauline DiemerBen FranckaCharles FullerSam GardnerGary V. GarwitzCarolyn GerdesConnie GourleyCurtis GraffBunch GreenwadeKathleen GriesemerBarbara HallFred HallJuanita K. HammonsWilliam R. HardieSally HargisArt HaseltineJim HedgesSusie HenryTerry Henry

James JohnsonGary LipscombFerba LoftonDr. Robin LukeHal Lurie, M.D.Arthur L. MalloryDonald G. MartinMark L. McQuearyMary Kay MeekBill MeekDr. Duane MeyerLyn MeyerJim D. MorrisFay OllisLarry O’ReillyMary Beth O’ReillyLisa OfficerTodd ParnellA.L. PattersonJim PayneThomas D. Peebles, Jr.G. Clair Plank

Adv i s o r y C ou nc i l F Y 20 07

Ronald PondsJoe PostMarie PraterWilliam C. Putnam, Jr.Dr. Roger RayJewell SchweitzerLezah StengerDr. Gary StratmanMaura TaylorDave ToombsAnn TurnerBetty Jane TurnerWilliam V. TurnerVincent TyndallKaty M. TynesMel J. VolmertPat WalkerDon WesselR. Barnes WhitlockGary WortmanMarion M. Wright

CLASS OF 2008Jim BaileyAndrew BairdTom BairdMary CravenGreg DeLongMichael HorrellLarry LipscombMorey MechlinMickey Moore

Larry MuellerHelen Murray WhiteMax PerrymanDwight RahmeyerMary Kay RossJane SligarDoug ThornsberryJeff TynesDr. Jim WaterfieldDavid Yaktine

CLASS OF 2009Dr. Ron GieddNadia CavnerMark NelsonRosalyn ThomasCathy SheppardCaryl ChaneyRev. Kenneth ChumblyTad Moseley

CLASS OF 2010Pat SweeneyLon SmithEllen HammockBrian FogleTom FinnieJudy Brunner

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C o m m i t t e e M e m b e r sF i s c a l Ye a r 2 0 07

Acceptance/Legal CommitteeThomas D. Peebles, Jr., Chair John Carnahan, IIIMark L. McQuearyDwight RahmeyerD. Patrick SweeneyDoug Nickell, legal counselStaff: Gary Funk

Arts/Culture & Environment GrantsMaura Taylor, Co-ChairDr. Tom Prater, Co-ChairWilliam Brandon BowmanTony CampbellCaryl ChaneyMichael CunniffCarolyn GerdesConnie GourleyJim JohnsonLisa OfficerBetty Jane TurnerHelen Murray WhiteStaff: Randy Russell

Asset Development CommitteeTodd Parnell, ChairSally BairdJulie BrownArt HaseltineTom PeeblesMarie PraterDave ToombsStaff: Julie Leeth

Audit/OperationsCommitteeLisa Officer, ChairHearld AmblerKevin AusburnKen Carter

Gary GarwitzStaff: Susanne Gray

Coover Regional Grantmaking Committee

Sally Baird, ChairGary FunkPatti HoltMickey MooreRobin RobesonStaff: Randy Russell

Education & Community Development Committee Maura Taylor, Co-ChairDr. Tom Prater, Co-ChairNancy Aton Michael CunniffNancy O’ReillyMax PerrymanMarie PraterJohnny WashingtonDavid YaktineStaff: Randy Russell

Endowment Partners Advisory CommitteeSally Baird, ChairDr. Ron GieddEllen HammockMorey MechlinMickey MooreKatie ToddStaff: Julie Leeth

Field of Interest GrantsMarie Prater, ChairVirginia BusseyTac CaplanReverend Kenneth ChumbleyPauline DiemerG. Clair Plank

Edwin C. RiceLezah StengerMarion WrightStaff: Randy Russell

GovernanceThomas D. Peebles, Jr., ChairJim AndersonSally BairdJulie BrownArthur MalloryRonald PondsStaff: Gary Funk

Health & Human Services GrantsMaura Taylor, Co-ChairPeg Carolla, Co-ChairDr. Tom Prater, Co-ChairMichael CunniffJ.W. GibbsMickey MooreTad MoseleyMax PerrymanDoug ThornsburyKaty TynesStaff: Randy Russell

Investment Advisory BoardRon Neville, ChairTom CarlsonNadia CavnerWilliam DarrGreg DeLong Bill HardieMichael HorrellBill MillerMark NelsonMary Beth O’ReillyTodd ParnellJewell SchweitzerJane SligarGary Wortman

Staff: Susanne Gray

Ozarks Charitable RealEstate FoundationTodd Parnell, ChairRon NevilleRuth MartinDave MurrayKeith RobertsDoug Nickell, CounselStaff: Gary FunkBridget Dierks

Public Relations Yolanda Lorge, ChairJim BaileyEmily FoxDr. Robin LukeStaff: Ryan Van Bibber

Regional CommitteeJames Leon Combs, ChairSally BairdPatti HoltLou Thelen KempTodd ParnellDavid PointerRobert Wheeler Sharon Whitehill GrayStaff: Julie Leeth

Scholarship Committee Mel Saunders, ChairHearld AmblerJulie BrownHal LurieJudith MartinezKathy SheppardRosalyn ThomasStaff: Gay Lynn Russell

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Su s t a i n i ng Memb er sh i pF i s c a l Ye a r 2 0 07

$5,000 LEADERSHIPCommerce Trust CompanyCoover FoundationWhitlock, Selim &

Keehn, LLP

$1,000 SUSTAINERAssociated Electric

CooperativeSally BairdBank of AmericaBass Pro/John L. MorrisJames Leon CombsBill & Virginia DarrJerry & Linda JaredMr. Gary G. LipscombRon & Catherine NevilleMr. Larry & Dr. Nancy O’ReillyTom & Kimberley PraterLezah & Ron StengerDoug ThornsberryRobert S. WheelerGary & Norma WortmanCathy & John Youngblood

$500 FRIENDHearld & Marjorie AmblerSusan Boswell Foundation, Inc.Julie BrownEmpire BankGary & Jana FunkGreat SouthernLost & FoundCharlie & Mary Beth O’ReillyFrances & Robert D. ReynoldsJames & Peggy SauerCarol SilveySMC Packaging Group/

Kevin AusburnSystematic Saving & LoanDavid & Jeane ToombsMarianne Toombs

$250 SUPPORTERBancorpSouthJudy BeisnerJoe & Marie CarmichaelKen & Pat CarterLillian Delo CarterMark Clippard Insurance

AgencyRon ColemanMichael M. CunniffMelvin & Virginia DavisGreg DeLongFriends of the ZooJohn & Sharon GulickSara L. HargisJohn & Linda HarlinJack & Fran HoodJan HortonJohn & Jill MartinMark McQuearyJoyce & Wally MundenMark & Lori Nelson David & Lisa OfficerTeresa & Richard OllisTodd & Betty ParnellTom & Jami PeeblesRonald & Gwen PondsSchilling/Sellmeyer &

AssociatesJewell SchweitzerDennis & Kathy SheppardRonald & Sue Carrol TerryLynn & Jeff TynesPat WalkerDr. Jim WaterfieldMarion M. Wright

$100 CONTRIBUTORJames B. AndersonJim & Judy BaileyBank of AmericaDan & Zoann Beckner

Roseann & John BentleyWilliam Brandon BowmanJerry & Tac CaplanTom CarlsonPeg & Robert L. Carolla, MDRichard CavenderDon & Caryl ChaneyJerry E. ClarkMajor & Marthe Close Don C. DaileyArlen & Darrelyn DiamondSam & Jo GardnerTopper GlassSteve & Suzy GrayBarbara C. HallFred & Laquita HallWilliam R. HardieSusie HenryJunior League of SpringfieldBetty H. KingSamuel O. KingKelly KnauerJulie & Bruce LeethYolanda LorgeHal Lurie, M.D.Evelyn Gwin ManganElwin D. McCurryTerry & Mary Kay MeekDoug & Rae NickellSteve & Ginny NormanBee O’Brien Al & Phyllis PattersonMarian PfeifferPhillips Funeral Home, Inc.G. Clair PlankDavid B. PointerBill & Marie PraterChester & Barbara PrattRobert E. RoundtreeRandy RussellBill & Marilyn SiebertJ.C. Smith

Ted A. SmithDr. & Mrs. Robert H. Spence Spring River Turf Farm –

R. MoriondoDr. William & Maura TaylorKaty TynesVitae Caring FoundationLloyd Young

$50 STEWARDMr. Virgil Anderson, Jr.Nancy J. AtonSylvia McDaniel BareJan & Gary Baumgartner Judy & James BillingsStanley CogginWilliam R. CompereNeal & Laura DeShazo

Family Bridget & Andrew Dierks Ms. Regena C. DixonTom FinnieBrian FogleKay ForestPat FunkSuzanne GrammerMary Jo GriffithLarry & Mary Jane GrinsteadRev. Alf HalvorsonRyan Van Bibber &

Amy HarmonJennifer Huckfeldt John & Connie JohnsonKristi L. KenneyBrianne & Andrew McCormickKaren MillerTad MoseleyFred RosenbergerGary & Gay Lynn RussellWinter SkeltonBetty Jane Turner Natalie Wehrman

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Pro fe s s i on a l Adv i s o r s C ou nc i l

Newt Brill Brill Moore & Wagoner ..................................... West Plains

Clifford Brown Carnahan, Evans, Cantwell & Brown P.C. ..........Springfield

Janet Brown Brown & Burns L.L.C. ........................................ Poplar Bluff

Charles Cantrell Cantrell & Oberzalek, Attorneys at Law ..... Mountain View

Nadia Cavner Bancorp South .....................................................Springfield

Kevin Checkett Checkett & Pauly, P.C. ........................................... Carthage

John Courtney Springfield Trust Company ..................................Springfield

Kerry Douglas Douglas, Haun & Heidemann, P.C. ...........................Bolivar

Frank Dunaway, III, CLU Compensation Business Systems .......................... Carthage

Gary Garwitz BKD, L.L.P. ...........................................................Springfield

Eric Griessel Liberty Bank ........................................................Springfield

Art Haseltine Springer & Haseltine Attorneys ..........................Springfield

Kent Kehr Kehr & Associates ...................................................St. Louis

Evelyn Gwin Mangan Blackwell, Sanders, Peper, Martin L.L.P. ............Springfield

Randy Maness Maness & Miller ................................................... Doniphan

James McLeod Lathrop & Gage L.C. ............................................Springfield

Richard Owensby Neale & Newman, L.L.P. .....................................Springfield

Thomas D. Peebles, Jr. Carnahan, Evans, Cantwell & Brown, P.C. .........Springfield

John Piatchek, ChFc, CLU Piatchek & Associates, Inc. .................................Springfield

G. Clair Plank Kansas City Life ...................................................Springfield

David Pointer Pointer Law Office ............................................. Gainesville

Gary Powell Husch & Eppenberger L.L.P. ................................Springfield

Chester “Ed” Pratt Pratt, Mitchell & Co. CPA’s ........................................ Salem

Dwight Rahmeyer Trust Company of the Ozarks .............................Springfield

Dennis Reaves Reaves Law Office ..................................................Stockton

Donald Rogers Ameritus Investment Corp. ................................... Dadeville

Lori Smith AG Edwards .................................................................Joplin

D. Patrick Sweeney Hall, Ansley, Rodgers, Condry ............................Springfield

Jim Wheeler Edward Jones ........................................................... Monett

The Community Foundation of the Ozarks, under the leadership of 2005-2006 board chairman Thomas D. Peebles, Jr., established the Professional Advisors Council. The Council, comprised of estate planning, financial and investment professionals, assists Community Foundation of the Ozarks in increasing the focus on planned charitable giving, and provides leadership in promoting future charitable gifts to organizations and communities in the Missouri Ozarks.

The focus of the Council is to encourage individuals to engage in estate and financial planning. It is the Community Foundation of the Ozarks’ belief that regular and consistent emphasis on planned charitable giving will result in significant future financial support for charitable causes in our communities. The Council also sponsors professional development and donor education events.

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L e g a cy S o c i e t y

Mrs. Oscar Acton*Jim & Janet AndersonAnonymousNancy AtonSally A. BairdDan C. Beckner and

Zoann Beckner Dr. & Mrs. Don BeisnerJoyce BladesCharlotte Bostwick*Dr. & Mrs. William V. BrellJulie T. BrownMary E. BrunnerMr. & Mrs. Jerome A. CaplanThomas J. CarlsonRobert & Margaret CarollaKen CarterAlys ClevengerMr. & Mrs. Ashley E. CoatsJames Leon & Dorothy CombsHarry CooperJohn CooperMr. & Mrs. John CourtneyMr. and Mrs. Cribbs*Mel & Berta* DavisAnne Drummond*Charles T. DulinHarry and Betty EbeElwyn and Blanche Edge*William C. & Dorothy L. EversFern Freese*Gene Grady*Harry GrahamStephen and Susanne GrayDr. Kathleen GriesemerMr. and Mrs. Kenneth GunterSusie HenryRay & Kay Hilton*Sally L. HubbardMr. & Mrs. Larry HumphreyDr. James E. JamesonDr. Charles & Connie JobeCarol JonesDr. & Mrs. Houston C. Ker

Cultivating charitable planned giving is a primary goal of the Community Foundation of the Ozarks. Through thoughtful planned gifts we strengthen community grantmaking, support agency sustainability and keep vitally important capital in the Ozarks region.

The Legacy Society was created in 1990 to recognize and thank donors in their lifetimes who have made planned giving commitments to the Community Foundation of the Ozarks and its affiliates.

Legacy SocietyBetty H. KingRev. (Dr.) Dorsey E. LevellMrs. Emil LorzMr. & Mrs. Robbie LowHarold H. Lurie, M.D.E. A. Martin, Jr.*Mr. & Mrs. John W. MartinMr. & Mrs. Roy D. MitchellLahna MuellerLawrence P. MuellerMr. & Mrs. Max MurphyRon A. NevilleDavid & Lisa OfficerRonald A. & Karen E. OllisCharlie & Mary Beth O’ReillyDr. Nancy D. O’ReillyTodd & Betty ParnellTom & Jami PeeblesDr.* & Mrs. Burl Z. Pfander Mr. & Mrs. Tom PhelpsMr. & Mrs. G. Clair PlankMr. & Mrs. Arl W. Poindexter, Jr.Ronald PondsB. G. & Marie C. PraterTom & Kimberley PraterLouise RandolphMr. & Mrs. Herschell ReedMr. & Mrs. Edwin C. Rice, Jr.Mr. & Mrs. Arlie RogersIda Rolf*Randy RussellElizabeth A. SchatzStephen and Helen Sedora*Mary Ann SharpNeil & Beverly StengerGeneva Steutzer*Harold & Helen Stoneman*Henry StrausDr. William & Maura TaylorDavid & Jeanne ToombsKathleen A. TraversJames Earl &

Candace M. TrogoloMildred Tunnell

Mrs. Bryan M. Van HookWanda L. Van Ness &

Velma MealsMr. & Mrs. Eugene L. WaightPat WalkerMr. Jerry WatleyElla Wetherel*Mary T. Wherritt*William T. White*Mr. & Mrs. Melvin WilkinsGlen Widsom*Betty YoungTab and Cynthia Zuch

Bolivar Area Community FoundationJames A. York

Community Foundation of Southwest Missouri, Inc. Kevin & Sandi CheckettRobert & Rebecca CopelandFrank S. Dunaway, IIIMr. & Mrs. William C. PutnamRuth I. RubisonMarty & Lori SmithDr. and Mrs. W. Russell Smith

Finley River Community FoundationElise Crain

Marshfield Area Community Foundation Nicholas W. Inman

Monett Area Community FoundationGloria June Curbow*

Mt. Vernon Area Community FoundationJohn L. Hayes &

Suzanne M. Sickles

Nixa Community Foundation Mr. and Mrs. Jess Graham*Sharon Whitehill GrayMark Sellenriek

Ozark County Community FoundationDavid & Michelle Pointer

Republic Community FoundationJohn L. Hayes &

Suzanne M. SicklesJane Gray Smith

Greater Seymour Area Foundation Dr. Ron Giedd

Stockton Community FoundationGary & Jana Funk

Table Rock Lake Community FoundationJulie A. Leeth

Taney County Community Foundation

Iva M. Awberry*

Truman Lake Community FoundationBerry & Judy BeebeJohn & Betty BrechtMr. & Mrs. Douglas ThomasonRobert S. Wheeler

*deceased

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L e g a cy Fu nd s

Dorothy Ruth Acton Charitable Fund

Carol Blackburn Charitable Fund

John L. Bostwick FundJohn and Barbara Brooks

FundJessie J. Burroway Charitable

FundCamp Arrowhead Staff

Scholarship FundMarie Carlisle FundCollins Family FundRichard Cribbs Endowment

FundGloria June Curbow

Charitable Remainder TrustIris D. Darnell (Su Estes)

Charitable FundRoberta Bartley Olive

Decatur FundHelen M. Delano FundAnne Case Drummond

Endowment FundAustin Dunham, Noel Keller

and Earl Benfield FundElwyn and Blanche Edge FundWilliam H. Epperson

Charitable FundWilliam E. Eslick FundLinwood M. Faraday and

Helen M. Faraday FundC.V. Freese and Fern

K. Freese Memorial Charitable Fund

Agnes Grady FundJames and Ethel E. Grigg

Christmas FundThe Ethel T. Grigg Memorial

FundGravelle and Harris

Scholarship FundThomas Halbert Scholarship

FundWarren S. and Mary Ina

Hampton Fund

Mary Hendrix FundIra and Matilda Hentschel

FundMarion Bissett Hoblit

Scholarship FundJulia A. Hood FundHutchens Family FundHarry S. Jewell, Charles

McGregor and John McGregor Memorial Endowment Fund

William Karchmer Administrative Endowment

Ray D. Kelly and Leona C. Kelly Fund

Dr. Houston C. Ker and Vera E. Ker Educational Scholarship Fund

The J. Laurence Lee Memorial Fund

The Captain Andrew W. Long, Jr. Scholarship Fund

Marie Rosalie Maser and John Maser Memorial Fund

Edward A. and Mildred T. Martz and Louise A. Timmer Fund

William N. Maughs FundEsther Sands McGuire FundMusgrave FundAEola O’Harn FundHazel and Christine Pauly

FundPugsley Administrative

Endowment Dorothy Burgin Quigley FundMary R. Rigney General

Endowment FundIda Rolf FundJessie M. Ross FundNell Sewell

Charitable Fund

Edith M. Short FundSouthwest Missouri Humane

Society, Inc. Designated Fund Established by the Reverend Carol A. Walker

A. P. and Faye Stone FundA. P. Stone, Jr. Administrative

EndowmentHarold and Helen Stoneman

Drury Scholarship FundEdward and Geneva Stuetzer

FundThe Kirby Taylor FundJane Ullman FundElla E. Wetherel Charitable

FundWilliam T. White Springfield

Symphony FundGlen W. Wisdom Scholarship

and Award FundJean Cossey Woodruff

Performing Arts FundJean Cossey Woodruff FundWilliam J. and Jessie Lee

Woody Trust for the Humane Care of Animals

The H. Garrett and Marion M. Wright Fund

Dent County Community Foundation

Craig Family Donor Advised Fund

Marshfield Area Community Foundation

Retha Stone Baker & William G. Baker Children’s Dental Care Fund

Monett Community Foundation

Tom & Mary Del Clark Memorial Fund

Mt. Vernon Area Community Foundation

Olivia, Betty and J.R. Moody Fund

Mountain Grove Area Community Foundation

Wayde C. and Marie Carlisle Memorial Scholarship Fund

The Barker Shannon Scholarship Fund

Nixa Community FoundationJess J. Graham Fund Austin and Leona Dunham

Fund

Greater Seymour Area Community Foundation

Ruby Knutson and Esther Miles Fund

Community Foundation of Southwest Missouri, Inc.

ALS (Amyotrophic Lateral Sclerosis) Organization Fund

Carthage Historic Preservation Fund

Missouri Botanical Garden Fund

Southwest Baptist University Endowment Fund

John and Nancy Williams Life Estate Fund

Table Rock Lake Community Foundation

Charlotte Bostwick Endowment Fund

Taney County Community Foundation

J. Kenneth and Iva M. Awberry Scholarship Fund

The following funds were established by bequest to the Community Foundation of the Ozarks.

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Hu m a n i t a r i a n o f t he Ye a rPa t Wa l k e r

The Community Foundation of the Ozarks presented the 2006 Humanitarian of the Year Award to Pat Walker at the seventeenth annual Humanitarian Award Luncheon. An independent committee under the auspices of the Chair-Elect of the Springfield Area Chamber of Commerce, Ann Marie Baker, selected Ms. Walker for her many years of philanthropic service to the Springfield area. Characterized by her selflessness, dedication and infectious enthusiasm, Ms. Walker has been an asset to the Springfield community and the Ozarks for more than 45 years. Her volunteer work in Springfield began when she started the Visiting Nurse Association, Meals on Wheels and Hospice. Founders Park stands as one of Walker’s most visible efforts. She served for 11 years as the project director, driving the Park’s creation. While serving as a Community Foundation of the Ozarks’ board member in the early 1990s, she initiated a large scale tree-planting project for Park Central Square. To date, Walker has served on more than 30 national, state and local boards of directors. Currently, she serves on the boards of Ozarks Health Advocacy Foundation and the Springfield-Greene County Library Foundation. Last year, Ms. Walker was a recipient of an honorary Doctorate of Public Affairs degree from Missouri State University. The Junior League of Springfield nominated Pat Walker for this year’s Humanitarian Award. It is their organization’s belief that Ms. Walker’s spirit of giving inspires others to work hard as humanitarians. Her volunteer efforts will reach subsequent generations of Missourians. The Humanitarian of the Year award was established by Springfield’s Jewell Thompson Schweitzer to “honor

someone in our community who has, at great personal sacrifice, extended services, time and resources towards helping others, and to recognize the cause and work of such individuals.” Ms. Walker directed the $5,000 cash award to be split equally between the Ozarks Health Advocacy Foundation Endowment Fund and the Springfield-Greene County Library Foundation Endowment Fund.

The mission of the Youth Empowerment Program is to empower youth to positively impact their community. This is accomplished through

education, service, grantmaking and fundraising. A primary component of YEP is to provide financial support to youth-created and youth-driven service projects. Youth organizations of all ages are urged to submit project proposals to the YEP Grants Advisory Board. Since the program’s inception, numerous grants worth thousands of dollars have been awarded. This year, grants were given to support projects including The BASE program, for computer equipment; Reed Middle School, science classroom coral-growing; Westport Elementary, “What? No TV?” night; Club De Cuentos, English language books for bilingual children; the Discovery Center, the “Shorty” mini skeleton; and Catholic High School, the “Baby Think it Over” program. Springfield YEP students host regional YEP programs at a conference held annually at the CFO offices. This conference focuses on grantmaking and fundraising best practices. Communities with YEP programs in the Missouri Ozarks include Ava, Carthage, Lockwood, Logan-Rogersville, Monett, Nixa, Ozark, Seymour, Springfield, and Warsaw.

Jewell Thompson Schweitzer (left) and CFO Chairman Todd Parnell (right) with Pat Walker, 2006 Humanitarian of the Year

Students from the Youth Empowerment Project Ozark (YEPO) from Ozark High School

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Est abl i sh ing FundsHo n o r i n g D o n o r s ’ In t e n t

WAYS OF GIVINGA cash contribution is the simplest way to create an endowed named fund or add to it.

A gift of appreciated assets often results from a gift of appreciated securities due to avoidance of capital gains tax (please consult your professional advisor for details). Real property, precious metals, works of art, jewelry or other tangible personal property can also be given to the Foundation for conversion to cash, pending Acceptance Committee approval.

A gift of life insurance can mean contributing an existing policy or purchasing a new policy. This offers an excellent way of making a substantial charitable gift with a small outlay.

A gift of real estate is made through the Ozarks Charitable Real Estate Foundation (OCREF), a supporting organization of the Community Foundation of the Ozarks. This allows your gift of real estate to be easily managed. OCREF provides you with a service-laden vehicle for making real estate donations to your local community foundation or favorite nonprofit organization, while you enjoy the benefits and satisfaction of knowing you have given something valuable to the community.

A planned future gift can be a charitable remainder annuity trust or unitrust that will provide a donor with a lifetime income while making a charitable gift of the remainder at the end of the donor’s lifetime. Life estates, where donors retain the right to reside on the property until death, are also excellent giving vehicles.

A Charitable Gift Annuity provides a means for donors to make charitable gifts and receive a life income based on their age and the size of the donation. Donors may even choose to benefit someone else during their life and designate successor beneficiaries. Minimum for this type of gift is $5,000.

TYPES OF FUNDSA fund may be established within the Community Foundation of the Ozarks by an individual, a family, a corporation or an organization.

Unrestricted Funds help to sustain quality of life for our posterity and can be provided through donors’ realization that needs will arise which cannot be predicted. Unrestricted funds allow the Foundation’s Board of Directors to direct grants to the most pressing community needs.

Field of Interest Funds are established in the area of a donor’s greatest passion, such as education or the arts. This flexible fund provides guidance to the Board of Directors without naming specific agencies, allowing grants to a wide range of organizations within the defined area of interest.

Designated Funds are designed to restrict the annual distributable earnings to a specific charitable entity, providing a permanent source of funding for that agency. Scholarship funds are a type of designated fund.

Donor Advised Funds are a vehicle for individual donors and/or their families to experience charitable giving during their lifetime(s) and provide recommendations to the CFO board concerning grant recipients. Minimum for this type of fund is $25,000.

Family and Community Funds are smaller donor-advised funds that allow families to make charitable gifts through CFO. These funds provide a wonderful opportunity for families to engage in meaningful acts of philanthropy while simplifying their charitable giving. Minimum for this type of fund is $2,500.

Supporting Organizations are separate legal entities with their own board of directors, including appointees from the Community Foundation of the Ozarks. Supporting organizations have their own grantmaking program.

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Corporate Charitable FundsCompanies are provided investment and administrative support for corporate giving, can transfer assets when it’s financially convenient, defer grantmaking decisions to the foundation and leverage Community Foundation initiatives. They also receive public foundation benefits, no legal liability, and quarterly tax statements. The three types of corporate charitable funds follow:

Corporate Charitable Endowment Fund is exactly like a donor advised fund, except that it is established by a business entity and the business designates an individual or their board to make grant recommendations.

Corporate Unrestricted Fund is established by a business and distributions are combined with other unrestricted money and grant recipients are selected by CFO’s board.

Corporate Grantmaking Fund is similar to a family and community fund except it is established by a business. Minimum $2,500 to distribute.

Organizational Endowment Funds are established by nonprofit organizations which do not wish to divert staff or board resources to fund management or wish to provide donor reassurance that the fund remains separate from operating funds. Distributions of available earnings will be made to the organization on a regular basis to be used however the governing board of the agency deems appropriate.

Organizational Capacity Building Funds are established by nonprofit organizations to meet the operational and/or special projects of an agency. This type of fund is temporary in nature and has no limit on the distributable amount.

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New Funds Est abl i shed

CORPORATE GRANTMAKING: News-Leader Education Foundation Capacity Building

Fund – This corporate charitable grantmaking fund was established by the

Springfield News-Leader to assist with charitable giving and provide newspapers to Missouri colleges.

DESIGNATED:Camp Barnabas Capacity Building Fund – This

designated capacity building fund was established by Peter Herschend for the capital campaign and building fund of Camp Barnabas.

Camp Barnabas Maintenance Endowment Fund – This designated endowment fund was also established by Peter Herschend and it is to be used for Camp Barnabas’ maintenance.

Church Army USA Branson MO Designated Fund – This designated endowment fund was established by Peter Herschend to fund the Church Army USA Branson.

The Indigent Burial and Funeral Fund – This designated fund was established to financially assist with burial or funeral expenses of indigent persons within 58 counties located in Southern Missouri.

Kevin Umlauf Foundation Fund – This designated capacity building fund was established by Sheryl Galvin and Kay Meeker. Proceeds from this fund will go to the Boys and Girls Town of Missouri “Independent Supportive Living Program.”

Susanne M. Sickles and John L. Hayes Fund – This designated endowment fund was established by Susanne Sickles and John Hayes to fund the Mt. Vernon Community Foundation, the Republic Community Foundation, Kansas State University’s Human Ecology Department, and the University of Oklahoma’s Julie M. Norlin, Ph.D. – Social Work Scholarship Fund.

DONOR ADVISED:Kathleen Poirot Griesemer Charitable Fund – This

donor advised fund was established by Dr. Kathleen Poirot Griesmer to support her charitable giving.

Ron and Cathy Neville Donor Advised Fund – This donor advised fund was established by Ron and Cathy Neville to facilitate their charitable giving.

John Linden Hayes Donor Advised Fund – This donor advised fund was established by John Hayes to facilitate his charitable giving.

William and Marilyn Wright Donor Advised Fund – Mr. and Mrs. Wright established this fund to help facilitate their charitable giving

Summers Family Foundation– Gene and Patsy Summers established this donor-advised fund to help simplify their family’s charitable giving.

ENDOWMENT PARTNERS: Community Development:Nevada-Vernon County P.R.I.D.E. Foundation

Capacity Building Fund – This organizational capacity building fund was established by the P.R.I.D.E. Foundation to fund their community development projects in Nevada-Vernon County.

Nevada-Vernon County P.R.I.D.E. Foundation Bushwhacker Days Fund – This capacity building designated fund was started by the Nevada-Vernon County P.R.I.D.E. Foundation to assist with their Bushwhacker Days Festival.

Nevada-Vernon County P.R.I.D.E. Foundation Capacity Building Scholarship Fund – This capacity building scholarship was established by the Nevada-Vernon county P.R.I.D.E. Foundation.

Education:Discovery Center Conservation Education Fund –

This organizational endowment fund was established by the Discovery Center to assist in their conservation education efforts.

Summers Family

These funds were established to benefit the Missouri Ozarks region or Springfield and Greene County.

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Sullivan School Foundation Fund – This capacity building fund was established by the Sullivan School Foundation to assist with their short term operation expenses.

Sullivan School Foundation Endowment Fund – This organizational endowment fund was established by the Sullivan School Foundation to assist with their long term operation expenses.

Kristy Koch Memorial Award Fund – This organizational capacity building fund was established by the Sullivan School Foundation to annually give an award to a 6th grade girl in recognition of accomplishment, attitude and effort.

Dr. James C. Thornsberry Scholarship Fund – The Sullivan School Foundation established this endowed scholarship fund in memory of Dr. James C. Thornsberry, superintendent of Sullivan Public Schools.

Environment & Animals:Bryant Watershed Education Capacity Building Fund –

This designated capacity building fund was established by the Bryant Watershed Project to fund their educational programs.

Missouri Veterinary Medical Foundation Heritage League Fund – This organizational capacity building fund was

established by the Missouri Veterinary Medical Foundation to fund their operational and program expenses.

Tumbling Creek Cave Foundation Capacity Building Fund – This organizational capacity building fund was established by the Tumbling Creek Cave Foundation to fund their operational expenses, as well as preserve the Tumbling Creek Cave.

Faith:Happy Hollow Bible Camp Capacity Building Fund – This

organizational capacity building fund was established by the Happy Hollow Bible Camp to fund their short term programs and operational expenses.

Happy Hollow Bible Camp Endowment Fund – This organizational endowment fund was established by the Happy Hollow Bible Camp to fund their long term programs and operational expenses.

Health:Boyce and Bynum Pathology Laboratory Endowment

Fund – This organizational endowment fund was established by Roger Shaw and Dr. R.

Gideon Morrison of the Ozarks Medical Center to help fund their laboratory program.

CBCO Building Fund– Community Blood Center of the Ozarks established this organizational capacity building fund to hold funds for a new facility.

Community Hospices of America Foundation – This organizational capacity building fund was established by the Community Hospices of America to help fund their programs.

Dr. Jeffry A. Farrow, CSW Endowment Fund – This organizational endowment fund was established by Ozarks Medical Center to fund continuing education for their Case Managers.

Ozarks Medical Center Foundation Education Fund – This designated capacity building fund was established by Ozarks Medical Center Foundation to facilitate their public education programs for OMC traditional and non-traditional staff.

History:Historic Preservation Revolving Loan Fund – This

organizational capacity building fund was established by the Historic Preservation Society of Springfield and Greene County to meet the needs of historic preservation by providing loan funds to assist individuals and organizations in preserving historical and/or architecturally significant sites or structures.

Library:Wee Read Program Capacity Building Fund –

The Springfield-Greene County Library established this capacity building fund to support the fundraising efforts for the library which will honor current and future friends of the library.

Social Services:Crisis Nursery of the Ozarks,

Inc. Capacity Building Fund – This organizational capacity building fund was established by the Crisis Nursery of the Ozarks, Inc. to help fund the work of their agency with emergency short-term child care for families in need.

Our House Foundation Fund – This capacity building organizational fund was established by the Our House

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Odessa Senior Center Home Delivered Meals Fund*– This designated capacity building fund was established by the Odessa Senior Center to fund the Senior Center’s Home Delivered Meals program.

Concordia Senior Center Capacity Building Fund*– This organizational capacity building fund was established by the Concordia Senior Center to fund the short term operational costs of the Concordia Senior Center programs.

Higginsville Senior Center Endowment Fund*– This organizational endowment fund was established by the Higginsville Senior Center to assist them with their sustainability.

Higginsville Senior Center Capacity Building Fund*– This organizational capacity building fund was established by the Higginsville Senior Center to fund the center’s more immediate needs.

Vernon County Senior Center Equipment Fund*– This designated capacity building fund was established by the Vernon County Senior Center to purchase equipment for their facility.

Vernon County Senior Center Home Delivered Meals Capacity Building Fund*– This designated capacity building fund was established by the Vernon County Senior Center to fund their Home Delivered Meals program for senior citizens in their area.

Youth:Lakeland Boy Scout Troop 437 Building Maintenance

Fund – This organizational capacity building fund was established by the Lakeland Boy Scout Troop 437 to assist with their building’s maintenance.

FAMILY AND COMMUNITY:The Nifty Sixty Family and Community Fund – This family

and community fund was established by Rob Baird in honor of his wife, Sally Baird’s birthday.

Penney Charitable Fund – This family and community fund was established by Ron and Janice Penney to assist them with their charitable giving.

Moore Charitable Fund – This family and community fund was established by David Moore to facilitate his charitable giving.

Charles R. Slavens Family and Community Fund – This fund was established by Lisa Slavens as a birthday gift for her husband, Charley Slavens.

FIELD OF INTEREST:Burn Survivors Foundation of Southwest Missouri Fund –

This field of interest capacity building fund was established by David Harbison and Debbie Mikkelson to assist burn survivors in Greene and Christian counties with spiritual, social, physical, psychological and financial needs.

Great Southern Bank Community Needs Fund – This field of interest capacity building fund was established by Great Southern Bank to fund the needs of individuals impacted by the conditions of poverty.

SCHOLARSHIP: Hearld and Marge Ambler Scholarship Fund –

This scholarship fund was established by Hearld and Marge Ambler for college upperclassmen who are preferably majoring in accounting.

Judy Breeding Accounting Scholarship Fund – This endowed scholarship fund was established by Judy Breeding to assist female accounting students that are attending Ozarks Technical Community College.

Mick Denniston Memorial Scholarship Fund – This endowed scholarship fund was established by the Springfield Little Theatre Guild to honor the late Mick Denniston.

Jesse Harden Combat Soldier College Tuition Fund – This capacity building scholarship fund was established by Claude Davis to assist returning military veterans with their college tuition fees.

Kirk Haseltine Memorial Scholarship Fund – This endowed scholarship fund was established by Betty Jean Haseltine Knabb in memory of her father, Kirk Haseltine.

Donald Watts Littrell Community Leadership Award Fund – This scholarship fund was established by the Missouri Community Development Society to encourage a new community leader to continue the tradition of leadership in Missouri. The scholarship monies will go towards the recipient’s tuition for the Missouri Community Development Society’s Academy course and conference.

Marge and Hearld Ambler

Jesse Harden

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*Component fund of the Care Connection for Aging Services.

Logan-Rogersville Alumni Scholarship Fund – The Logan-Rogersville Alumni Association established this endowed scholarship fund as a component of the Logan-Rogersville Education Foundation. It will provide scholarships to graduating seniors of Logan-Rogersville.

Leo and Helen Saye Memorial Scholarship – This capacity building scholarship fund was established by Lynn and Janetta Bishop for an outstanding Agriculture and an outstanding English graduating senior from the Fair Play R-2 School District.

Springfield Contractors Association Scholarship Fund – The Springfield Contractors Association established this endowed scholarship to assist students interested in the construction field.

Kevin Umlauf Foundation Scholarship Fund – This capacity building scholarship fund was established by Sheryl Galvin and Kay Meeker.

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In 1993, the Community Foundation of the Ozarks began an affiliate program designed to offer community foundation services to smaller communities and rural counties in southwest Missouri. Studies indicate those towns with a population of less than 250,000 would find it difficult to support a stand-alone community foundation, and regional community foundations provide a solution. The Community Foundation of the Ozarks provides an array of important services to its affiliated foundations:

Re g ion a l C om mu n i t y Fou nd a t i on sA f f i l i a t e d w i t h CFO

• Investment management driven by proven endowment building strategies

• Administrative/technical support

• Ongoing consulting

• Board development

• Educational and marketing materials

• Legal Counsel

• Networking opportunities

• Matching funds of $3.1 million and leveraged external funds of $2.6 million since 2000

• Fees are three-quarters of one percent annually (75 basis points) of the market value of the fund

Regional community foundations have independent boards and unique missions, but they share the commonality of a full-service community foundation. All of the foundations promote endowment building, community grantmaking, organizational collaboration and public leadership.

The Community Foundation of the Ozarks is proud to announce that two new affiliates joined the CFO family during the 2007 fiscal year: the Ash Grove Community Foundation and the Aurora Area Community Foundation. At the end of the fiscal year ending June 30, 2007, the Foundation had 40 affiliated community foundations.

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Re g ion a l C om mu n i t y Fou nd a t i on s ’Fu n d s a n d A s s e t s

ASH GROVE COMMUNITY FOUNDATIONEstablished August 1, 2006201 S. Daniel, Ash Grove, MO 65604Board of Governors: John Wilson • Brenda Ellsworth •

Connie Condict • John Mozier Jr. • Kim Grant • Ed Creech • Joyce Brooks • Dwight Seaton • Chris Thompson • Ryan Zweerink

For additional information, contact John Wilson, president, at (417) 751-2522.

Total Assets: $0

New Funds EstablishedAsh Grove Community Grantmaking Endowment Fund –

This unrestricted grantmaking fund will support the community grantmaking of the Ash Grove Community Foundation.

FY07 contributions: $0FY07 distributions: $0Distributions since inception: $0

AURORA AREA COMMUNITY FOUNDATIONEstablished September 11, 2006P.O. Box 940, Aurora, MO 65605Board of Governors: Randy Howard • Walter Pettit •

James Ferguson • John Lee • Regina Leitle • Nancy Asay • Kevin Newbold

For additional information, please contact Randy Howard, president, (417) 678-2102.

Total Assets: $910,495

New Funds EstablishedAurora Area Unrestricted Community Grantmaking Fund –

This unrestricted grantmaking fund was established by the Aurora Area Community Foundation to fund the betterment of their community and establish themselves as our 40th affiliate foundation.

Aurora Police Department Support Fund – This field of interest capacity building fund was established by the Aurora Area Community Foundation to support the unfunded needs of the Aurora Police Department.

Previously Established FundsAurora Community Theatre Memorial Scholarship Fund*Ed Cook Memorial Scholarship Fund*United Commercial Travelers #632 of Aurora, Missouri Fund*

J.K. Burney Scholarship Fund*James D. and Mary L. Crafton Endowment Fund*

FY07 contributions: $49,086FY07 distributions: $10,450Distributions since inception: $39,099

*Established as at-large funds of the Community Foundation of the Ozarks

BENTON COUNTY COMMUNITY FOUNDATIONEstablished 1999P.O. Box 721, Warsaw, MO 65355Board of Governors: Lesli Hill • Randy Eaton •

Paula Spring • James Meyer • Myra Reser • Bill Siebert • Donna Stelling • Jimmy White

For additional information, please contact Lesli Hill, president, at (660) 438-6201 or (660) 530-5800.


New Funds EstablishedWarsaw Health Care Community Council Fund

– This unrestricted endowment fund was established by the Benton County Community

Foundation with funds from the disbanded Warsaw Health Care Council. This money will now be used by the Benton County Community Foundation for its unrestricted grantmaking purposes.

Harold C. and Mabel Hackler Price Scholarship Fund – Jill Barnett established this endowed scholarship fund to honor her parents, Harold C. and Mabel Hackler Price. It is a component fund of the Warsaw School Alumni Association.

Previously Established FundsBenton County Arts Fund

Benton County Endowment Fund (unrestricted) Benton County Hospice Fund Benton County Historical Society Endowment Fund S

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Bill and Debbie Bunch Fund Cole Camp Library Capacity Building FundCole Camp Senior Center Building & Equipment Capacity

Building Fund*Glenn Coffey Memorial Scholarship FundThe Eaton Family Fund Hill Family Community Fund John and Lela Owen Educational Scholarship FundThe Nelson Rolf Animal Shelter Endowment FundWarsaw School Alumni AssociationWarsaw Senior Center Capacity Building FundWarsaw Youth Empowerment Program Capacity Building FundMahlon K. White Fund (unrestricted)


Community Grants:Benton County Family Services

Baby bundles to low income parents ..............................$350Benton County Human Services Council

Benton County Fitness program ..................................... $400Benton County Outreach Food Pantry

Tires for food truck ........................................................ $1,100Cole Camp Museum

Grant to honor Mr. Harris .............................................. $500Warsaw Branch Boonslick Regional Library

Display rack for new library ............................................. $411Warsaw Main Street, Inc.

Web page assistance .......................................................$750

*A subfund of Care Connection for Aging Services

BOLIVAR AREA COMMUNITY FOUNDATIONEstablished April 4, 2003P.O. Box 996, Bolivar, MO 65613Board of Governors: Don Wollard • Neal DeShazo •

Nancy Erickson • Kenny Fleeman • Lindsey Godfrey • Matt Henenberg • Debbie Ivie • Lou Thelen Kemp • Betty Lemons • Randy Porter • Dorthy Isdell • Dan Bunch

For additional information please contact Don Wollard, president, at (417) 327-4734.


New Funds EstablishedPolk County Library Humansville Branch Capacity

Building Fund – This capacity building fund was started by the Polk County Library to fund their work in the Humansville Area.

Henry and Mary DeShazo Family and Community Fund – This family and community fund was established by Mary Beth DeShazo to assist her family’s charitable giving.

Polk County Extension Council Building Fund – This organizational capacity building fund was established

by the Polk County Extension Council to fund their operational costs.

Bolivar Salvation Army Fund – This organizational capacity building fund was established by the Bolivar Salvation Army to fund their general operation needs.

Mt. Olive Cemetery Association Fund – This designated capacity building fund was established by the Mt. Olive Cemetery Association to beautify and historically preserve the Mt. Olive Cemetery.

Halfway R-III Academic Enrichment Fund – This designated endowment fund was established by an anonymous donor for the Halfway R-III School District.

John Playter Rotary Park Fund – This designated capacity building fund was established by the Bolivar Rotary Club to distribute to the City of Bolivar for the John Playter Rotary Park.

Previously Established Funds1st Assembly of God Church Capacity Building FundAlbert “Sonny” Jump Memorial Fund Bolivar Area Community Foundation Grantmaking Fund Bolivar Area YMCA Capacity Building FundBolivar Optimists Club Endowment Fund Bolivar Optimists Club Fund Bolivar School Alumni Association Capacity Building FundBolivar Technical Institute Capacity Building FundBolivar Technical Institute Endowment FundBolivar Technical Institute Scholarship FundD.A.R.E. Scholarship FundNeal & Laura DeShazo Family and Community Fund Marion C. Early Education Foundation Capacity Building FundMarion C. Early Education Foundation Endowment Fund

Family Institute of the Ozarks Endowment FundFamily Institute of the Ozarks (FIO) Fund

Jesse and Elsie Lower Memorial Scholarship FundLeadership Bolivar 2004 Project Capacity Building FundS

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Ronald and Lou Thelen Kemp Family and Community Fund Coach Charles “Hoss” McCallister Memorial Scholarship Fund North Ward Museum Endowment FundPolk County Fair Association Derald Isdell Memorial FundPolk County Genealogical Society Capacity Building FundPolk County Genealogical Society Endowment FundPolk County Library Capacity Building FundSouthwest Baptist University Organizational

Endowment FundWalnut Street Theatre Capacity Building FundJames A. York Fund James A. York Family and Community Fund June York Memorial FundZion Lutheran Church Ministerial Scholarship Fund Zion Lutheran Church Ministerial Scholarship

Endowment Fund


Legacy Society MembersJames A. York

Community Grants:Bolivar Area Chamber of Commerce

Programs ......................................................................... $500Bolivar Area Salvation Army

Food for clients with special dietary needs .................... $500Bolivar Primary School

Reading is Fundamental program .................................. $500Community Connections

Lice control ...................................................................... $500Exodus Ministries of Missouri, Inc.

Repairs on duplex for prison ministry ............................ $500Polk County Christian Social Ministries

Unrestricted .................................................................... $500

BUTLER COUNTY COMMUNITY FOUNDATIONEstablished July 16, 2003301 N. Westwood, Poplar Bluff, MO 63901Board of Governors: Robert Sutton • Brian Becker •

Janet Brown • Mary Lou Brown • Dan Duvall • Valerie Richardson • Roger Hogg • Doug Libla • Dan Phyfer • Evelyn Whitworth • Julie Wolpers

For additional information contact Robert Sutton, president, at (573) 785-6451.


New Funds EstablishedFriends of the Poplar Bluff Public Library Fund – This capacity

building organizational fund was established by Friends of the Poplar Bluff Public Library to fund operational costs.

Margie J. Miller Endowment Fund – This organizational endowment fund was established by the Poplar Bluff Public School Foundation with

BOURBON COMMUNITY FOUNDATIONEstablished October 3, 2002P.O. Box 865 Bourbon, MO 65441Board of Governors: Barb Condren • Jerry Crump •

Mary Heywood • Carol Hofsetter • Gene Johnson • Jim Smith

For more information contact Barb Condren, president, at (573) 732-4773.

Total Assets: $4,625Previously Established FundsBourbon Community Foundation Fund (unrestricted)


a gift from Marc and Marva Ramsey to fund programs at the Poplar Bluff Technical Career Center.

Dr. Michael D. Laseter Memorial Scholarship Endowment Fund – This endowed scholarship fund was established by Donna Laseter and the Poplar Bluff Public School Foundation.

Previously Established FundsAuxiliary of Three Rivers Healthcare, Inc. Endowment Fund

Boys & Girls Club of Poplar Bluff, Inc. Capacity Building Fund

Butler County Community Foundation Capacity Building Fund

Dr. Michael D. Laseter

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Butler County Community Foundation Endowment FundButler County Community Resource Council Capacity

Building FundCape Arrowhead, Inc. FundClaudia Foundation Fund Foothill Families Fund*** Hogg Family Fund Jerusalem School of Synoptic Research Capacity Building FundJerusalem School of Synoptic Research Endowment FundOzark Foothills Regional Planning Commission Fund Poplar Bluff Public School Foundation Capacity Building FundMary Lynn Wolpers Scholarship Endowment Fund


Community Grants:Altrusa International of Poplar Bluff

Girls of Sierra Osage ....................................................... $500Butler County Community Resource Council

Success in Tutoring ......................................................... $500Butler County Emergency Management

Search and Rescue Team ................................................ $500Moark Regional Railroad Museum

80th Anniversary Repairs ............................................... $500Northside Nutrition Center

Homebound Senior Meals .............................................. $500St. Vincent de Paul Society

Pantry .............................................................................. $500

***Also a component fund of the Ripley County Community Foundation

CASSVILLE COMMUNITY FOUNDATIONEstablished November 15, 2004P.O. Box 368, Cassville, MO 65625Board of Governors: Dan Angel • Dennis Baker •

Carolyn Bishop • Gary Fields • Landon Fletcher • Phil Hutchens • Susie Jacobs • Lonnie McCullough • Angela Seymour

For additional information, please contact Dan Angel, president, at (417) 847-3177.


Previously Established FundsCassville Community Grant making Endowment Fund


CRAWFORD COUNTY FOUNDATION, INC. Established August 8, 2005106 East Washington, Cuba, MO 65453Board of Governors: Sharlene Walls • Rachel Andreasson •

Kay O’Neal • David C. Workman, Sr. • Lynn Wallis • John Herman • Jason Mehl • Kimberly A. Robinson • James Barnett, Jr. • Joe Cason • Kathy McCann • Shirley Rutz • Sheila Ringeisen

For additional information, please contact Sharlene Walls, president, at (573) 775-5441.


New Funds EstablishedCuba War Memorial Fund – This designated capacity

building fund was established by Phil and Delbert Mullen to build a War Memorial in Cuba, Mo.

Anonymous DA Fund – This donor-advised fund was established to support charitable activities.

Bill Wallis Charitable Foundation – This donor advised fund was established by the Wallis family to help others pursue their goals.

Bill Wallis Scholarship – The Wallis family established this scholarship fund to provide scholarships to Wallis’ employees or dependents of Wallis’ employees.

Previously Established FundsAll Aboard Learning Center Fund Crawford County Community Grantmaking Endowment Fund Recreation Center Capacity Building Fund


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DACO COMMUNITY FOUNDATIONServing Greenfield, Arcola, Dadeville, South Greenfield

and EvertonEstablished August 24, 2006410 West College, Greenfield, MO 65661Board of Governors: David Hardage • Chuck Daniel •

Terry Wynes • Jerry Freund • David Cramer • Keith Hankins • Bus Bryant • Randy and Renee Meents • Bob and Jeaneete Blakemore • Don Nevels • Nancy Brannon • Marlene DeClue • Steve Allison

For additional information, please contact David Hardage, president, at (417) 637-5321.

Total Assets: $869

New Funds EstablishedDACO Community Grantmaking Endowment Fund –

This unrestricted grantmaking fund was established by the DACO Community Foundation to serve the general grantmaking needs for the Dadeville, South Greenfield, Greenfield, Everton, and Arcola communities.


Community Grants:Dade County Neighborhood Center

Medications and medical attention ............................ $2,500

DALLAS COUNTY COMMUNITY FOUNDATIONEstablished October 28, 1998P.O. Box 890, Buffalo, MO 65622Board of Governors: Bill Monday • Marylou Beckner •

Janice Bramwell • Jim Hamilton • Dr. Arthur Mallory • Elwin D. McCurry • Barbara Weaver Pyatt

For additional information, please contact Bill Monday, president, at (417) 345-2251.


Previously Established FundsDallas County Arts Council Fund Dallas County Fund

Dallas County Health Foundation Fund Kenneth Nyberg Memorial Scholarship Fund Larry A. Weaver, Jr. Memorial Scholarship Fund

FY07 contributions: $625FY07 distributions: $7,625Distributions since inception: $49,526

Community Grants:Dallas County Betterment Association

Ice storm damage ........................................................ $3,000Dallas County Health Department

Safe Crib Program .........................................................$1,500

DENT COUNTY COMMUNITY FOUNDATIONEstablished December 22, 1999106 N. Main, Salem, MO 65560Board of Governors: Dr. Steve Watson • James Coffman •

Marsha Odom • Laura Parker • Dr. Bernie Sirois • Mark Weaver For additional information, please contact Dr. Steve Watson,

president, at (573) 729-6500. Total Assets: $2,336,125

New Funds EstablishedDorman L. Steelman Memorial Scholarship Fund –

This scholarship fund was established by Deborah Steelman-Macon and David Steelman to honor the memory of their father, the honorable Dorman L. Steelman.

Previously Established FundsBonebrake Center of Nature and History

Endowment Fund

Craig Family Donor Advised Fund The F. Joe Crosswhite Math & Science Award Fund Dent County Community Foundation Fund Dent County Museum Capacity Building Fund Dent County Museum Endowment Fund Luke 10:37 Fund Salem Area Arts Council Endowment Fund Whitmire Family Fund


Community Grants:Lifeway Center

Food pantry ..................................................................$577Salem Area Arts Council

Roots Festival ...................................................... $500

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DOUGLAS COUNTY COMMUNITY FOUNDATIONEstablished July 3, 2003P.O. Box 967, Ava, MO 65608Board of Governors: Janice Lorrain • Nancy Hawk •

Ann Huguenin • Sandy Pueppke • Betty Ridenour • Mary Lou Sallee • Steve Sellers • Dianne Shay • Larry Silvey • Andrew Underwood

For additional information contact Janice Lorrain, president, at (417) 683-5516.


New Funds EstablishedDouglas County Youth Philanthropy Fund – This capacity

building fund was established by Janice Lorrain with the Douglas County Community Foundation to fund the projects of their Youth Philanthropy Initiative.

Douglas County Sesquicentennial Fund – This designated capacity building fund was established by the Ava Chamber of Commerce to fund their Sesquicentennial celebration.

Previously Established FundsDouglas County Community Foundation Capacity Building Fund Douglas County Community Foundation Endowment Fund Douglas County Cultural Arts


Community Grants:American Cancer Society

Relay for Life Douglas County ......................................$1,000Ava Art Guild

Operating expenses ......................................................$1,500Dow Camp

Sponsor campers .............................................................$100Dow Camp

Two camper scholarships ................................................$100Girls Scouts of Dogwood Trails Council

Unrestricted .................................................................. $1,525Wright County Children’s Home

Operating expenses .....................................................$1,000

EL DORADO SPRINGS COMMUNITY FOUNDATIONEstablished May 22, 2001309 E. Hospital Road, El Dorado Springs, MO 64744Board of Governors: Kay Forest • Dennis Daugherty •

Cathy Frier, D.O. • Jack Reynolds, D.O. • Pauline SimoneFor additional information, please contact Kay Forest,

president, at (417) 876-5851. Total Assets: $256,724

New Funds EstablishedDoc and Bonnie Bender Scholarship Fund – This

scholarship capacity building fund was established by the Henry Bender family with Judy Alexiou serving as the family representative of the Doc and Bonnie Bender Scholarship to assist a student who pursuing higher education.

El Do Youth Incorporated Fund – This organizational capacity building fund was established by El Do Youth Incorporated to support their programs and projects.

Previously Established FundsBender Family Capacity Building Fund Bender Family Trust FundBulldog Educational Trust Scholarship Fund

Bulldog Educational Trust Fund Cedar County Memorial Hospital FundEl Dorado Springs Community Foundation Unrestricted Fund El Dorado Springs Performing Arts Capital Fund El Dorado Springs Performing Arts Council Endowment Fund El Dorado Springs Senior Center Capacity Building Fund*El Dorado Springs Senior Center Endowment Fund*El Dorado Springs Special Olympics Capacity Building FundElton P. Evans Fund Force for Good FundDorothy Pope Nursing Scholarship Fund


Community Grants:Boy Scouts of America

El Dorado Springs Boy Scout efforts ...............................$250Citizens Memorial Healthcare Foundation

Unrestricted ................................................................. $5,000Community Food basket Project

Christmas basket project ........................................$150Crosslines Center of El Dorado Springs Unrestricted ........................................................$100

Doc and Bonnie Bender

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ELDON COMMUNITY FOUNDATION, INC. Established February 23, 2005101 S. Maple Street, Eldon, MO 65026Board of Governors: Chalee Crouch • John Beard •

Pat Crockett • Janelle O’Dell • Don Phillips • Trevor Vernon • Mike Cummings • Rita Runyan • Linda Thomas • Linda Scrivner • Wayne Boatman • Gary Marriott • C.J. Huff • Rick Caine • Ann Graves • Wayne Morgan • Steve Grantham • Michael Jones • Renee Ward

For additional information please contact Chalee Crouch, president, at 573-302-2490.

Total Assets: $1,155,895

New Funds EstablishedMiller County MU Alumni Association Capacity Building

Fund – This capacity building fund was established by the Miller County MU Alumni Association to fund their organization.

Rural Community Development Family and Community Fund – This family and community fund was established by Bert Doerhoff to fund community betterment projects for rural Miller County.

Ray and Rosetta Doerhoff Scholarship Fund – This scholarship fund was established by Bert Doerhoff to provide assistance for a St. Elizabeth Public School graduated student to an approved post-secondary institution.

Friends of Math and Science for Eldon High School Fund – This designated capacity building fund was established by Roger Bisges to fund the Eldon High School math and science programs.

Rocky Mount Baptist Church Building Fund – This organizational capacity building fund was established by the Rocky Mount Baptist Church to fund their parsonage and other building projects on their church property.

Rocky Mount Baptist Church Fund – This organizational capacity building fund was established by the Rocky Mount Baptist Church to fund their operations and organizational programs.

Wonderland Camp Capacity Building Fund – This organizational capacity building fund was established by the Wonderland Camp to fund its operations and

programs for disabled children and adults. Eldon FFA Alumni Association Fund –

This designated capacity building fund was

El Dorado Springs R-2 Schools Foundation Stock trailer for Agriculture Department and elementary school reading programs .......................... $6,649

Girl Scouts of Dogwood Trails Council For El Dorado Springs area Girl Scout efforts .................$250

LIA House Unrestricted .....................................................................$100

Ministerial Alliance Unrestricted .....................................................................$332

Spring City Revitalization Group Unrestricted .................................................................... $880

*A sub-fund of Care Connection for Aging Services

established by the Eldon FFA Alumni Association to support the Eldon High School FFA program.

Van Landuyt-Weil Scholarship Fund – This scholarship was established by Kent and Alice Van Landuyt in honor of their parents and families. It is awarded to an Eldon High School graduate with a preference for a student with an interest in education, agriculture, science, literature, drama and/or fine arts.

The Eldon Friends of Music Fund – This organizational capacity building fund was established by the Eldon Friends of Music to fund their operational expenses and programs.

Olean Jaycees Charitable Fund – This organizational capacity building fund was established by the Olean Jaycees to support the Olean Testicle Festival and ensuing community grantmaking.

Kent Kehr Fund for Eldon – This unrestricted endowment fund was established in conjunction with the Kent Kehr Challenge to support the Eldon Community Foundation’s community grantmaking program.

Previously Established FundsJohn J. and Patricia A. Caine Family Fund Eldon Community Grantmaking Endowment Fund Eldon Public Schools:Eldon Public Schools Endowment Fund Marian C. Harvey Music Scholarship for Eldon High School Students Claire Ellen Bowline Scholarship Lewis E. Short Agriculture Scholarship Theodore Winge Scholarship O.G. James Scholarship Friends of the Eldon Schools Fund Eldon Quarterback Club Capacity Building Fund Friends of Animals Humane Society, Inc. Fund Geraldine Haldiman Scholarship Fund Donald & Phoebe Williams Nursing Scholarship Fund


Community Grants:American Red Cross Hurricane Katrina relief ...................................... $500S

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FINLEY RIVER COMMUNITY FOUNDATIONEstablished May 17, 20011704 E. Parkview, Ozark, MO 65721Board of Governors: Karen Miller • Jackie Barger •

Carole and Clifton Collins • Elise Crain • Janis Creek • Frank Lorenz • John Nixon • Sarah and Mark Orr • Debbie Phillips • Jan and Keith Robinette

For additional information, please contact Karen Miller, president, at (417) 581-7990.


New Funds EstablishedChristian County Animal Shelter Endowment Fund**–

This organizational endowment fund was established by the Christian County Animal Shelter to fund their long term

operating and grantmaking needs. Christian County Animal Shelter Capacity Building

Fund**– This organizational capacity building fund was established by the Christian County Animal Shelter to fund their short term operating and grantmaking needs.

Madeline Endicott Memorial Fund – This designated organizational fund was established by Ozark Presbyterian Church to fund their youth group projects and purposes.

Ozark Presbyterian Church Capital Improvement Fund – The organizational capacity building fund was established by the Ozark Presbyterian Church to hold funds for the capital building campaign.

Ozark Presbyterian Church Endowment Fund– Ozark Presbyterian Church established this organizational endowment fund to assist with the more long-term needs of the church and its programs.

Ozark Class of 2011 Project Graduation – This designated capacity building fund was established by the Finley River Community Foundation to fund the Ozark High School Class of 2011 Project Graduation program.

Steven Lorenz Memorial Fund – This designated endowment fund was established by Frank Lorenz to support the Ozark Park Department Soccer Program.

Rayo Howard Capacity Building Fund for the Christian County Historical Society – This designated capacity building fund was established by the Christian County Museum and Historical Society with funds from Mrs. Rayo Howard.

Ozark Bank Fund – This donor advised fund was established by Ozark Bank to assist the Ozark community.

Ozark School Museum Fund – This designated capacity building fund, established by Judy Morisset, Nancy Kissee, Janet Appleby, and Elise Crain, will distribute to Ozark Public Schools for a school museum.

Neal and Betty Grubaugh Scholarship Fund for History Majors – This endowed scholarship was established by Neal and Betty Grubaugh for high school students that are pursuing a degree in the history, political science, or social studies educational fields or a major in History or Political Science at any college or university.

Ryan Capps Memorial Scholarship Fund – Ed Capps established this endowed scholarship fund in memory of his daughter, Ryan. It will be awarded to an Ozark High School senior based on attendance and financial need.

Ozark Class of 2013 Project Graduation Fund – This designated capacity building fund was established to hold funds for the Ozark High School Class of 2013 Project Graduation program.

Previously Established FundsE. Dean and Mary Adams Fund (unrestricted) Christian County Animal Shelter Capacity Building Fund Christian County Animal Shelter Endowment FundChristian County Historical Society Endowment Fund City of Ozark Employees FundClifton and Carole Collins Fund (donor advised) The Cornerstone Capacity Building Fund Dennis Miller Memorial Fund Exchange Bank Scholarship FundFinley River Community Foundation Unrestricted Fund Hanks-Wilson Ozark High School Scholarship FundM. Elise Crain FundOzark Boosters Club FundOzark High School Alumni Scholarship FundOzark Main Street Endowment FundOzark R-6 School District Capacity Building FundOzark Teachers and Employees Fund Josephine Plummer Memorial Scholarship FundSandy Russell Memorial Scholarship for Ozark Public

Schools Fund Women In Need Endowment FundWomen In Need Fund Youth Empowerment Project of Ozark Capacity Building Fund

Legacy Society MembersElise Crain

Mr. and Mrs. Andrew Howard

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COMMUNITY FOUNDATION OF THE HERMANNAREA, INC. Established June 6, 20051216 Highway H, Hermann, MO 65041Board of Governors: Carl Pierce • Muriel Brison •

Gerald Engemann • Muriel Brison • Jim Holland • Mark Leech • Steve Mueller • Megan Stiers

For additional information, please contact Carl Pierce, president, (573) 486-2837.


New Funds EstablishedGasconade County Health Department Restoration

Fund – This designated capacity building fund was established by Carl Pierce of the CF of the Hermann Area, Inc. and Ruth Bock of the Gasconade Co. Health

Department to fund their building restoration project.

Previously Established FundsCrusade Against Cancer Capacity Building Fund Crusade Against Cancer Endowment Fund Gasconade County Courthouse Restoration Fund Hermann Area Community Grant Making Endowment Fund Hermann Area Recreation Complex Fund



Community Grants:Christian County Animal Shelter

Help to build animal shelter ............................................$285Christian County Child Welfare Advocacy

Extracurricular activities for foster kids ...........................$750Least of These

Purchase necessary disposable items ..........................$1,000Ozark High School

Purchase sewing machine and OHS publication .............$750

Ozark Junior High School Equipment for yearbook and newspaper class .............. $500

Ozark North Elementary 1st grade class activities ..................................................$250

Ozark Public Schools Purchase SPIRE program for deaf/hearing impaired ...... $351

Ozark South Elementary Discovery Center outreach program for 2nd grade ........$350

Ozark Upper Elementary Program needs .................................................................$775

**This is also a component fund of the Nixa Community Foundation

Community Grants:Berlener Pharmacy

Meds for cancer patients ................................................ $688Berlener Pharmacy

Scripts for cancer patients and equipment .....................$629Birmingham-Martin Funeral Home

Funeral ..........................................................................$1,000Community Foundation of the Hermann Area, Inc.

Gas cards for cancer patients and survivors ............... $3,000Conoco Phillips

Gas cards for cancer patients .......................................$3,920 Grant for motel during cancer treatment ........................$439

Hermann Fuel Mart Gas cards for families dealing with cancer .................$1,000

Hermann Pharmacy Prescriptions for cancer patients and related cancer services ..............................................................$2,359

Hermann Pharmacy Prescriptions for cancer patients, related cancer services, cancer treatment reimbursements, cranial prosthesis ..........................................................$5,815

Opal Sisters Estate Grant for meds ................................................................. $143

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HICKORY COUNTY COMMUNITY IMPROVEMENT FOUNDATION Established December 11, 1999Board of Governors: Walter Darling • Alisa Carter •

Pam Jackson • Dawn Vader • Julie Foster For additional information, contact Walter Darling, chairman,

at (417) 282-6120. Total Assets: $48,681

HOUSTON COMMUNITY FOUNDATION Established April 24, 2006PO Box 91 Houston, MO 65483Board of Governors: Susan Warkentin • Toni Coomes •

Carol Dale • Jay Gentry • Curt Hugenot • David Keeney • Ron Reed • Dr. Joe Richardson, DDS • Barb White

For additional information contact Susan Warkentin, president, at (417) 967-3333.


New Funds EstablishedHouston R-1 Educational Foundation Fund – This

organizational capacity building fund was established by the Houston R-1 Education Foundation to fund their operational cost and programs.

Houston R-1 Educational Foundation Endowment Fund – This organizational endowment fund was established by the Houston R-1 Educational Foundation to fund their long-term operational and program expenses.

Houston R-1 Speech and Debate Fund – This organizational capacity building fund was established by

Previously Established FundsAddie Longshaw Fund for Continuing Education

Scholarship FundFOCUS Fund Hickory County Cultural Arts Fund Literacy Coalition of Southwest Missouri Fund

FY07 contributions: $585FY07 distributions: $158Distributions since inception: $21,530

the Houston R-1 Educational Foundation to support the Houston R-1’s Speech and Debate programs.

Houston Optimist Club Fund – The Houston Optimist Club established this organizational capacity building fund to support their programs which meet the needs of young people.

Previously Established FundsHouston Community Grantmaking Endowment Fund Texas County Technical Institute Capacity Building Fund*Texas County Technical Institute Endowment Fund*Texas County Technical Institute Scholarship Fund*

FY07 contributions: $8,280FY07 distributions: $200Distributions since inception: $200

Community Grants:Texas County Library

Unrestricted .....................................................................$200

*Previously Established with the Community Foundation of the Ozarks

JACKS FORK COMMUNITY FOUNDATIONEstablished June 23, 2004P.O. Box 1030, Mountain View, MO 65548Board of Governors: Charles C. Cantrell • Betty Hockman •

Robert L. Miller • Russ Schierling • Jon Smith • Jack TollFor additional information contact Charles C. Cantrell,


New Funds EstablishedMSHP Sergeant C. Dewayne Graham Jr. Memorial

Scholarship Fund – This capacity building scholarship fund was established by Janet Keeney to provide college funding to a student from one of the high schools in MSHP Troop G, (Wright, Douglas, Ozark, Texas, Howell, Shannon, Oregon, Carter and Reynolds counties in Missouri) with a preference given to graduates of Zone 4, (Carter and Reynolds County), where Dewayne served. This student must be pursuing a career in either criminal justice or law enforcement.

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Previously Established FundsFriends of the Mountain View Library Endowment FundJacks Fork Community Foundation Capacity Building FundJacks Fork Community Foundation Grant Making FundLiberty Track Renovation Fund

LOCKWOOD COMMUNITY FOUNDATIONEstablished February 25, 1998P.O. Box 1, Lockwood, MO 65682Board of Governors: Fred & LaRue Lemons •

Larry & Marsha Allen • Clark & Beverly Blackwell • Orval & Donna Cooper • Sheldon Easson • Mike & Renee Galer • Roger & Ella Whaley

For additional information please contact Fred Lemons, president, at (417) 232-4597.


New Funds EstablishedFred and LaRue Lemons Family Charitable Fund –

This donor-advised fund was established by Fred and LaRue Lemons to assist their family with charitable giving.


Lockwood Youth Empowerment Program Capacity Building Fund – This capacity building fund was established by the Lockwood Youth Empowerment Program to fund their programs.

Previously Established FundsLockwood Cultural Arts Council Fund Lockwood Fund Lockwood Public Schools Foundation Unrestricted Endowment FundThe Schilling Scholarship Fund

FY07 contributions: $31,492FY07 distributions: $500Distributions since inception: $7,968

Community Grants:Lockwood Youth Empowerment Program

Start up grant .................................................................. $500LaRue and Fred Lemons

MARSHFIELD AREA COMMUNITY FOUNDATIONEstablished June 3, 2005PO Box 427, Marshfield, MO 65706 Board of Governors: Nicholas Inman • Robert S. Foster •

Vicki Shalloup • Bill Tierney • Fay King • David Lawson • Anita Hunter • Sue Minor • Barbara Herren

For additional information, please contact Robert Foster, president, at (417) 881-3477.


New Funds EstablishedCallaway Historic Cabin Fund – This designated capacity

building fund was established by Dan Beckner to relocate and restore the Callaway Historical Cabin.

Kathryn Garst Gray and Henry E. Gray Scholarship Fund in loving memory of Lester and Nanalee Garst – This endowed scholarship fund was established by Kathryn Garst Gray and her husband, Henry E. Gray, to benefit students from Marshfield High School and honor her parents, Lester and Nanalee

who owned the Webster County telephone company from 1915–1981. As community leaders, they always stressed family, church and the importance of education.

Hidden Waters Nature Park Fund – This designated endowment fund was established by Dan and Zoann Beckner to help fund the Hidden Waters Nature Park facility and maintenance.

Previously Established FundsRetha Stone Baker and William G. Baker Children’s Dental Care Fund*Retha Stone Baker and William G. Baker Webster County

Historical Society Fund*Hidden Waters Nature Park Capacity Building Fund*Marshfield Area Community Grant Making Endowment FundThe H. Lyman Mooney Music Scholarship Fund

Legacy Society MembersNicholas W. Inman


*Established as an at-large fund of the Community Foundation of the OzarksHenry K. Gray and Kathryn Garst Gray

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MONETT COMMUNITY FOUNDATIONEstablished September 3, 19983 Plymouth Hills Dr, Monett, MO 65708

Board of Governors: Patricia A. Holt • Rod Anderson • Frank Compton • Thom Conus • Dr. Charles Cudney • Pauline E. Gage • Steve Harner • Mark Nelson • Jane Sligar • Robin Walker • Jim Wheeler

For additional information please contact Patricia A. Holt, president, at (417) 235-6667.


New Funds EstablishedThe Patriot Family Capacity Building Scholarship Fund –

The Patriot Scholarship was established by Mike and Diann Wallace to assist dependents of military personnel who are pursuing higher education.

Marcus O’Hara Spirit Scholarship Fund – This capacity building scholarship fund was established by Christine O’Hara to honor her late son Marcus O’Hara.

Witt Family Charitable Fund – Randy Witt established this family and community fund with a land gift to simplify his family’s charitable giving.

IDF Scholarship Fund – International Dehydrated Foods, Inc. (IDF) established this fund to provide scholarships to Monett High School graduating seniors

who are dependents of IDF employees.First United Methodist of Monett Fund – This

organizational endowment fund was established to help fund the operations for the First United Methodist Church of Monett.

Previously Established FundsJohn C. Bounous Fund Tom and Mary Dell Clark Memorial Fund*Bill and June Curbow Fund (unrestricted)BLAST Fund

Child Advocacy Center of the Ozarks Capacity Building FundClaude E. and Etta Grace Hilton Fund*Dayton and Pearl Mackey Fund

(a designated fund for Camp Barnabas) Dayton and Pearl Mackey Donor Advised Fund Ed Cook Memorial Scholarship Fund*EFCO Rep Scholarship FundGloria June Curbow Charitable Remainder Trust Karen Sligar Memorial Scholarship Fund Kelley Family Charitable FundKenneth and Mary McShane Fund Monett Business and Professional Women Fund

Monett Community Fund (unrestricted) Monett Public Schools Foundation Fund Monett Youth Empowerment Project Capacity Building FundAndrew R. Norton Memorial Scholarship Fund Marcus O’Hara Memorial FundOzark Festival Orchestra Fund Pierce City R-VI School Capacity Building FundPierce City R-VI School Endowment Fund Pierce City R-VI School Scholarship Endowment Fund Priscilla Bradford Scholarship FundWallace Family Foundation Donor Advised Fund

Legacy Society MemberGloria June Curbow (deceased)


Community Grants:BLAST

Board materials ..............................................................$1,187Cub Scout Pack 140

Scout work .........................................................................$96Monett High School

FFA project .........................................................................$50 Blast project .....................................................................$100

St. Lawrence Catholic Church Class project .....................................................................$100

*Established as an at-large fund of the Community Foundation of the Ozarks.

Marcus O’Hara

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MOUNT VERNON AREA COMMUNITY FOUNDATIONEstablished March 16, 2005PO Box 348, Mt. Vernon, MO 65712Board of Governors: Steve Fairchild • Bill Lee • Dan Breeden •

Lonnie Baugh • Lynne Cowherd • Dave Eden • Mark Phillips • Bob Walster • Rita Moriondo

For additional information please contact, Steve Fairchild, president, at (417) 466-2185.


New Funds EstablishedAnn and Doug Sickles Memorial Scholarship Fund – This

endowed scholarship fund was established by John Hayes and Suzanne Sickles to provide financial assistance to non-traditional students who are striving to gain an education in the medical related or social science areas.

Previously Established FundsFirst Baptist Church of Mt. Vernon Endowment Fund

First Baptist Church of Mt. Vernon Fund Olivia, Betty and JR Moody Fund*Mount Vernon Area Community Grant Making Endowment FundMt. Vernon Boosters Club Track FundLorraine A. Sutkus and Nancy Weisacosky Scholarship and

Teacher Award Fund*

Legacy Society MembersJohn L. Hayes and Suzanne M. Sickles


Community Grants:Girl Scouts of Dogwood Trails Council, Inc.

Various activities ............................................................. $500

*Established as an at-large fund of the Community Foundation of the Ozarks

MOUNTAIN GROVE AREA COMMUNITY FOUNDATIONEstablished February 25, 2004609 E. Dorris Ave. Mountain Grove, MO 65711Board of Governors: Dr. David Barbe • Glenn Kemper •

Robin Allen • Jim Allessi • Mary Armstrong • Dr. David Gourley • Lindell Holifield • Roger Lindsey • Max Pamperein • Don Walker

For additional information please contact Dr. David Barbe, president, at (417) 926-6111.


New Funds EstablishedMountain Grove Boy Scout Troop 50 Fund – This

organizational capacity building fund was established by Boy Scout Troop 50 from Mountain Grove to fund their program costs.

Mountain Grove Capacity Building Unrestricted Fund – This unrestricted capacity building fund was established by the Mountain Grove Area Community Foundation to fund their general operating expenses.

Previously Established FundsThe Morgan and Henry Brown Memorial Scholarship Jamie Byrd Scholarship Capacity Building FundJim Wehr Fund

Kemper Memorial Eagle Scholarship FundCarl and Pauline Kemper Memorial FundMountain Grove Area Community Foundation Bricks &

Mortar FundMountain Grove Area Community Foundation Education FundMountain Grove Area Community Foundation Grant Making

Endowment FundMountain Grove R-III Schools FoundationMountain Grove R-III Schools Foundation Capacity

Building FundThe Barker Shannon Scholarship Fund Joe Richard Sneiderman Art Scholarship FundJoe and Emma Todd Memorial FundWayde C. and Marie Carlisle Memorial Scholarship Fund*


Community Grants:Mountain Grove Senior Center

Kitchen equipment .......................................................$1,038

*Established as an at-large fund of the Community Foundation

of the Ozarks.

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NEWBURG COMMUNITY FOUNDATION Established October 26, 200512530 CR 7530, Newburg, MO 65550Board of Governors: Carol Myers • Linda Davidson •

Alyson Garvey • Brenda Hines • Elizabeth TeGroen For additional information please contact Carol Myers,


NIXA COMMUNITY FOUNDATION Established November 18, 1993105 Sherman Way, Ste 108, Nixa, MO 65714Board of Governors: Sharon Whitehill Gray •

Debby Lawson • Debbie Lee • Judy Pratt • Robin Rees • Betty Ann Rogers • Stoney Roberts • Jimmy Sebree • Mark Sellenriek

For additional information please contact Sharon Whitehill Gray, president, at (417) 725-1545.


New Funds EstablishedChristian County Animal Shelter Endowment Fund**–

This organizational endowment fund was established by the Christian County Animal Shelter to fund their long term operating and grantmaking needs.

Christian County Animal Shelter Capacity Building Fund**– This organizational capacity building fund was established by the Christian County Animal Shelter to fund their short term operating and grantmaking needs.

Ozark Bank Fund – This donor advised fund was started by Ozark Bank to assist the Nixa community.

Shane Whitehill Family Memorial Fund – This field of interest endowment fund was established by the Whitehill family of Nixa to honor Shane, the late son of Rex Whitehill and Sharon Whitehill Gray. Funds will be distributed to proactive community service projects of Nixa elementary and junior high school students.

Previously Established FundsBricks & Mortar Fund Century of Learning Alumni Scholarship Fund Christian County Optimists Club Skate Park Fund Dorinda’s Dream Fund*

Previously Established FundsNewburg Community Grantmaking Endowment Fund Newburg Houston House Fund

FY07 contributions: $1,489FY07 distributions: $225Distributions since inception: $45,225

Tracy Anderson Memorial Fund Glenn and Irene Ball Fund (unrestricted)Denzil Morris Family Athletic Scholarship Fund Austin and Leona Dunham Fund

(designated—Nixa Public Schools)Austin Dunham, Noel Keller and Earl Benfield FundJess J. Graham Fund* (unrestricted)Mack Road Memorial Fund (scholarship)Kevin “Cub” Martin Memorial Scholarship FundMcCroskey Family Fund (unrestricted)Doug Nimmo Scholarship FundNixa Area Arts Council Fund The Nixa City Employees Fund (unrestricted)The Nixa Fund (unrestricted)Nixa Public Schools Foundation Endowment FundNixa Public Schools Foundation FundNixa School District Teachers & Employees Fund (unrestricted)Nixa Sucker Days/Rex Harp Scholarship Fund Nixa Youth Empowerment Program Capacity Building FundBetty Ann Rogers Family and Community FundShaffer & Hines Corporate Unrestricted Fund Elnora Sprague Scholarship Fund Edna B. Wasson Family Fund (unrestricted)Pansy Wasson Memorial Fund

(field of interest—elementary education)

Legacy Society MembersMr. and Mrs. Jess Graham (deceased)Sharon Whitehill GrayMark Sellenriek


*Established as an at-large fund of the Community Foundation of the Ozarks.

**This is also a component fund of the Finley River

Community Foundation.

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OZARK COUNTY COMMUNITY FOUNDATIONEstablished January 23, 2003P.O. Box 218, Gainsville, MO 65655Board of Governors: Steve Rackley • Jessica Blackburn •

Karen Brantingham • Amy Britt • Jeff Dotson • John Phillips • Janet Taber • Kerrie Zubrod

For additional information contact Steve Rackley, president, at (417) 679-3331.


New Funds EstablishedMcGinnis Family Fund – LeRoy and Ovia Marie McGinnis

established this unrestricted grantmaking fund for the Ozark County Community Foundation.

Previously Established FundsMatt Abraham Memorial Scholarship Fund Benton and Genelle Breeding Scholarship Fund First Christian Church of Gainesville Capacity

Building Fund

Verne and Verla Cubbage Scholarship Fund GHS Alumni Scholarship Fund Harlin Family Memorial Fund for First Christian Church

of GainesvilleMearle and Stella Luna Scholarship FundMurray Scholarship Fund Ozark County Community Foundation Capacity Building Fund Ozark County Community Foundation Endowment

Building FundRuby Robins Trust for Preservation of Local History Donor

Advised FundRoxena Stith Endowment Fund

Legacy Society MembersDavid & Michelle Pointer


Community Grants:Ozark County Library Internet services and copier ............................ $1,783

Community Grants:Century Elementary School

Leveled books for K-2 ...................................................$1,228Christian County 4-H

4-H Butterfly Gardens ...................................................$1,000Christian County Animal Shelter

Build animal shelter ......................................................$1,000Christian County Child Welfare Advocacy

Basic needs ...................................................................$1,000Christian County Family Crisis Center

Building repairs .............................................................$2,259Christian County Sheriff Department

Fingerprinting program ............................................... $5,000Christian County Sheriff’s Department Association

Safetypalooza .............................................................. $2,000Developmental Center of the Ozarks

Building furniture .............................................................$750Espy Elementary School

I Can Read books ..........................................................$1,460Girl Scouts of Dogwood Trails Council

Various needs ................................................................$1,000Grace Classical Academy

Tuition charges and enrollment fees .........................$852.03Inman Elementary Schools

SMART Board and library books ..................................$2,050

Least of These Purchase needed items ................................................ $3,000

Matthews Elementary School SMART Board and accessories .................................... $3,000

Nixa Fire Protection District 911 call boxes .............................................................. $2,400

Nixa Police Department Laptop for school crisis .................................................$1,250

Nixa High School 2-way radios for all floors ................................................$935

Nixa Junior High School Lumens document camera ...........................................$1,000 Greenhouse furnace ..................................................... $2,000 Defibrillator .................................................................. $2,500

OACAC Christian County Neighborhood Center Back to School Fair .......................................................$1,000

Ozark Public Schools SPIRE program for deaf/hearing impaired ...................$1,000

Purity, Passion and Pearls 8th grade female values program ............................... $2,500

SCORE Alternative School Supplies for home building class ..................................$1,500

Thomas School Equipment & specific program needs .......................... $4,145

Ovia Marie and LeRoy McGinnis

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REPUBLIC COMMUNITY FOUNDATIONEstablished November 19, 20049340 W. Farm Road 144, Springfield, MO 65802Board of Directors: Stanely Coggin • Lynn Bishop •

Randy Brake • Pam Hedgpeth • Steve Lohkamp • Jane Gray Smith • Jared Keeling • David Stokley • Vickie Hayward For additional information contact Stanley Coggin, president, at (417) 235-7836.


New Funds Established2008 Republic High School Project Graduation Fund –

This designated capacity building fund was established by the Republic High School class of 2008 to fund their Project Graduation Program.

2010 Republic High School Project Graduation Fund – This designated capacity building fund was established to hold funds for the 2010 Republic High School Project Graduation program.

Jane Gray Smith Charitable Fund – This endowed designated fund was established by Jane Gray Smith to fund the Calvary Baptist Church, Republic People Helping People, the Republic Community Foundation and Wise Hill Cemetery.

Walter L. Smith Memorial Charitable Fund – This endowed designated fund was established by Jane Gray Smith in memory of her husband, Walter Smith, to fund the Calvary Baptist Church.

Lt. Col. John Michael Armstrong Memorial Scholarship Fund – This endowed scholarship fund was established by Alan Armstrong to honor his brother, Lt. Col. John Michael Armstrong.

Ronnie Smith Employee Endowment Fund – This unrestricted endowment fund was established by Dean Thompson for the City of Republic employees.

RIPLEY COUNTY COMMUNITY FOUNDATIONEstablished June 26, 2003118 Washington—Maness Building, Doniphan, MO 63935Board of Governors: Randolph Maness •

Charles R. Bowman • Barbara Brummit • Pat Griffin • Ken Kane • Bill Kennon • Gene H. Leroux • Sam Price • Dorothy Rice • Paul Ripley • George Samuel • Stan Schultz • Diane Silman • Lester K. Wright

The Republic Fine Arts Center Fund – This organizational capacity building fund was established by the Republic Fine Arts Council to fund their center operations project.

Previously Established Funds2009 Republic High School Project Graduation Fund Gift of Caring Fund People Helping People Fund Republic Community Grant Making Endowment Fund Republic School Volunteers Fund The Glenda D. Swift Education for Success Fund Mary Ann White Memorial Scholarship Fund

Legacy Society MembersJohn L. Hayes and Suzanne M. SicklesJane Gray Smith


Community Grants:House of Ruth

Clinic supplies ................................................................. $400People Helping People

Tiger totes .....................................................................$1,388Republic Fine Arts Council

Community band music ...................................................$536Republic High School

Band uniforms ..................................................................$450Republic Parks & Recreation

Master Gardeners project ............................................... $400Republic R-III Schools

Early childhood digital KB ............................................... $713Republic R-III Schools

Interaction skills grades 5–8 .............................................$76

For additional information contact Randolph Maness, president, at (573) 996-3814.


Previously Established FundsFoothill Families Fund**** Ripley Butler Clay Fund* (field of interest—visual arts)Ripley County Chamber of Commerce Fund

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Ripley County Community Foundation Capacity Building FundRipley County Community Foundation Endowment

Fund (unrestricted)


STE. GENEVIEVE COUNTY COMMUNITY FOUNDATIONEstablished April 4, 2003P.O. Box 247, Ste. Genevieve, MO 63670Board of Governors: Sandra Cabot • Ralph Beckerman •

Chauncy Buchheit • Ron Coleman • Wayne Drury • Kent Kehr • Veronica Sharlow • Larry Roderman • Bob Mueller

For additional information, contact Sandra Cabot, president, at (573) 483-9595.


New Funds EstablishedFoundation for Restoration of Ste. Genevieve

Educational Research Award Scholarship Fund – This scholarship fund was established by the Foundation for Restoration of Ste. Genevieve to encourage study and research regarding the Ste. Genevieve District. It will be awarded to a student pursuing a masters and/or doctoral degree.

Previously Established FundsThe Ferry Landing & River Beautification FundOzark Regional Library/Reading Express Program FundSte. Genevieve Community Fund (unrestricted)Ste. Genevieve County Community Development Fund Ste. Genevieve County Community Development Endowment FundSte. Genevieve County Community Grant Making Endowment FundSte. Genevieve Memorial Cemetery Preservation Endowment FundThe University of Missouri CEED Grant Fund


Community Grants:911 Center of Ste. Genevieve County

Recording system for 911 calls ................................... $18,739American Legion

Generator for emergency resource ............................. $69,125


****Also a component fund of the Butler County Community Foundation.

Big River Fire Protection Rescue and turnout gear ............................................$10,000

Bloomsdale Volunteer Fire Department Equipment update ..................................................... $10,000

City of St. Mary Volunteer Fire Department Equipment update ......................................................$10,000

City of Ste. Genevieve Fire Department Emergency Op Center ................................................$10,000

City of Ste. Genevieve Police Department Video recorders for cars ................................................$8,050

County of Ste. Genevieve 911 Center Reverse 911 system ....................................................$42,950

County of Ste. Genevieve Security buttons for courthouse .................................. $1,950

Dramarama Theatre Summer art school .....................................................$10,000

Friends of Ste. Genevieve County Memorial Hospital ER equipment .............................................................. $16,637

Kinsey Fire Department Safety & personal protection equipment ..................$10,000

Lake Forest Volunteer Fire Department Truck development ......................................................$10,000

Ozora Community Fire Protection Association Training room ..............................................................$10,000

Ste. Genevieve Community Center Water heater and installation .......................................$6,708

Ste. Genevieve County Ambulance District Electronic field data/GIS system ................................. $19,831

Ste. Genevieve County Circuit Court Digital equipment and software ...................................$9,577

Ste. Genevieve County Committee for Reco Arch to prepare grant ...................................................$1,500

Ste. Genevieve County Memorial Hospital Hospice of Ste. Genevieve County ...................................$500

Ste. Genevieve County Nutrition Center Supplies .......................................................................$10,000

Ste. Genevieve Parish St. Vincent de Paul Unrestricted ...................................................................$2,000

Ste. Genevieve County Recycling Center Award ......................................................................... $14,100

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Ste. Genevieve Sheriff’s Department Vehicle and emergency equipment ............................ $36,102

Ste. Genevieve Sheriff’s Department Two new patrol cars and equipment ......................... $36,640

University of Missouri Extension-Greene County Public safety/economic development ........................$20,000

Weingarten Volunteer Fire Department Water supply ..............................................................$10,000

Wolf Creek Fire Department Technical rescue equipment ......................................$10,000

Zell Volunteer Fire Department Firefighter training .....................................................$10,000

ST. JAMES AREA COMMUNITY FOUNDATIONEstablished May 13, 20031101 W. James Blvd. St. James, MO 65559Board of Governors: Candace Connell • Sheran Ashby •

Sam Auxier, Jr. • Jan Burch • Janell Check • Dan Marshall • Joy Tucker • Dennis Wilson

For additional information contact Candace Connell, president, (573) 263-0857.


GREATER SEYMOUR AREA FOUNDATION Established August 13, 1998P.O. Box 456, Seymour, MO 65746Board of Governors: Dan Underwood • Renne Wallace •

Skipper Maybee • Marilyn Mingus • Mike Barlow • Lee Binley • Janice Blankenship • Bruce Denney • Helen Lamb • Kevin Rudolph • Ernie Snyder

For additional information, please contact Dan Underwood, president, at (417) 935-5550.


New Funds EstablishedJerry and Carol Kleier Family and Community Fund –

This family and community fund was established by Jerry and Carol Kleier to facilitate their charitable giving.

Previously Established FundsRuby Knutson and Esther Miles Fund* (scholarship fund)The Fordland Imagination Library FundFrances Pringle Capacity Building Fund of the Webster County

Extension CouncilFrances Pringle 4-H Capacity Building Fund of the Webster

County Extension CouncilGSAF Administrative Fund Dr. & Mrs. Ronald Giedd President Emeritus FundGreater Seymour Area Fund (unrestricted)Lone Star Freewill Baptist Church Scholarship Fund

Previously Established FundsTerri L. Bruner Music Scholarship FundSt. James Area Community Foundation Grantmaking FundSt. James Caring Center Endowment FundSt. James Memorial Endowment FundSt. James Schools Enhancement Endowment Fund


Sue (Coutchie) Loughrige Scholarship Fund The Mansfield Imagination Library FundSchool Moms Building Restoration Fund.Seymour Area Arts Council Fund Seymour Area Arts Council Building Fund – Building Cultural

Arts in SeymourThe Seymour Dolly Parton Imagination Library Fund Seymour Pals Fund (field of interest—children)Seymour Pharmacy Corporate Grantmaking Fund (SPHARM) Seymour Senior Quality of Life Fund The Seymour Youth Empowerment Capacity Building Fund The Silvey Cemetery Fund Dan & Nancy Underwood Family and Community Fund

Legacy Society MembersRon Giedd


Community Grants:City of Seymour/Seymour Community Library

Support economic development project ............ $2,000

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Friends of the Library Audio books .....................................................................$300

Girl Scout Troop #684 Purchase uniform shirts ...................................................$233

Girl Scout Troop #684 Uniform/travel expenses ................................................ $500

Seymour Elementary School Accelerated reading program supplies & awards .......... $500

Seymour Elementary School Playground Equipment ................................................ $2,000

Seymour Headstart Books ...............................................................................$300

Seymour Youth Empowerment Program Seymour Science Fair .......................................................$250

Seymour Youth Empowerment Program Seymour Project Graduation .......................................... $500

YMCA Seymour Youth Garden Club ...........................................................$250


COMMUNITY FOUNDATION OF SOUTHWEST MISSOURI, INC.Established May 24, 1999The Professional Building, Suite 9, 221 W. 4th Street

Carthage, MO 64836Board of Governors: G. Stephen Biemdiek •

Robert Y. Copeland, Jr. • Ted Evans, Jr. • Bob Hess • Kenneth Johnson • John Joines • Mike Lawrence • David B. Mouton • Miriam Putnam • Nancy Sanders • Lori Smith • Mark Williams

For additional information please contact Bill Putnam, executive director, at (417) 359-5534.


New Funds EstablishedBeimdiek Challenge Grant Fund – This unrestricted

capacity building fund was established by the Community Foundation of Southwest Missouri, Inc. to facilitate a match for an upcoming challenge grant opportunity.

The John O. Phelps and Carolyn B. Phelps Charitable Fund – This donor-advised fund was started by Carolyn and John Phelps to simplify their giving.

Curtis Rex Carter Science Scholarship Fund – This endowed scholarship fund was established by Curtis Rex Carter for high school students in Jasper County that wish to obtain a degree in applied sciences upon graduation.

Carthage Crisis Center Endowment Fund – This organizational endowment fund was established by the Carthage Crisis Center to fund their operational needs.

Gregg and Sheila Galbraith Donor Advised Fund – This donor advised fund was established by Gregg and Sheila Galbraith to facilitate their charitable giving.

Steve and Mary Jean Beimdiek Family and Community Fund – This family and community fund was established by Steve and Mary Jean Beimdiek to assist with their philanthropic goals.

The Powers Museum Fund – This organizational capacity building fund was established by the Powers Museum, a museum of Carthage history, to assist them in managing their operational and program assets.

The Carthage Crosslines Fund – This organizational capacity building fund was established by Carthage Crosslines Ministry. Distributions will support their various programs and/or projects.

Richard T. Mansfield Memorial Fund, a capacity building fund for Grace Episcopal Church – This organizational fund was established by Grace Episcopal Church. It will be used first for the repairs and maintenance of the Church physical plant, and then at the discretion of the Vestry for the benefit of Grace Church.

Previously Established FundsALS Organization FundGeorge S. Beimdiek Family Foundation Fund Leland and Donna Browne Foundation Carthage Arts Council Fund The Carthage FundCity of Carthage Carter Park Fund Carthage Historic Preservation Fund Carthage Public Library FundCarthage Youth Empowerment Program Capacity Building FundCity of Carthage Beautification FundColossians 3:17 Fund Community Foundation of Southwest Missouri Operating

Endowment Fund The W. Robert Corley Fund (CORLEY) Episcopal Youth Group of Carthage Endowment Fund Fair Acres Family YMCA, Inc. Fund Grace Episcopal Church Endowment Fund Jasper County 1895 Courthouse Preservation Fund

Jasper County Courthouse Capacity Building Fund

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The Joplin Fund The McCune-Brooks Health Care Foundation FundMissouri Botanical Gardens FundQuigley Jasper County Christian Athlete Scholarship FundRedings Mill Volunteer Fire Protection Endowment FundDr. W. Russell Smith Family Foundation Fund Southwest Baptist University Endowment Fund Southwest Missouri Arts Council Endowment FundSt. Luke’s Nursing Center Capacity Building FundSt. Luke’s Nursing Center Endowment FundStone’s Throw Theater Henry Heckert Memorial

Endowment Fund J. Ross and Maryetta E. White Memorial FundJohn and Nancy Williams Life Estate Fund Mark and Stephanie Williams Family and Community Fund

Legacy Society MembersKevin & Sandi CheckettRobert & Rebecca CopelandFrank S. Dunaway, IIIVirginia EsterlyMr. & Mrs. William C. PutnamRuth I. RubisonMarty & Lori SmithDr. & Mrs. W. Russell Smith

Sustaining MembersSteve BeimdiekRobert & Rebecca CopelandBob Hess

John Joines David B. MoutonCarolyn B. PhelpsMr. & Mrs. William C. PutnamRuth I. RubisonNancy SandersDr. W. Russell SmithFelix Wright

FY07 contributions: $1,387,209FY07 distributions: $411,129Distributions since inception: $1,523,587

Community Grants:Community Clinic of Carthage

Prescriptions .................................................................$1,000Community Foundation of Southwest Missouri, Inc.

Carthage roundabout ......................................................$246Carthage R-9 School Foundation

Carthage Community Clinic kids area ..........................$1,000Fair Acres Family YMCA, Inc.

Discover Active Program ..............................................$1,000MSU – Ozarks Public Television

Early education workshops in Jasper County ................ $800Carthage R-9 School Foundation

Special Olympics .............................................................. $315Jasper County Youth Fair, Inc.

Unrestricted ..................................................................$1,000Lafayette House

Fence for transitional living home .................................. $900

STOCKTON COMMUNITY FOUNDATIONEstablished May 2, 2002P.O. Box 410, Stockton, MO 65785Board of Directors: Brian Hammons • Ginger Hendrickson •

Jeff Jasper • Dr. Neale Johnson • Dennis Reaves • Dr. Vicki Sandberg • Larry Shellhorn • Charles Skaggs • Stewart Thomson

For additional information, please contact Brian Hammons, president, at (417) 276-5181.


Previously Established FundsCane Hill Family and Community FundCedar County Historical Society Endowment FundCedar County Library District Stockton Building Fund Friends of the Library, Inc., Stockton, Missouri FundSAC Arts Council Endowment FundStockton Community Center Capacity Building FundStockton Community Foundation Grantmaking Fund

Stockton Lake Conservation Fund Stockton Lions Community Fund Stockton Nursing Home Fund Stockton Public Schools Foundation Abbott Scholarship FundStockton Public Schools Foundation General Scholarship FundStockton Public Schools Foundation Korth Scholarship FundStockton Public Schools Foundation Miller Scholarship FundStockton Rebuilding FundStockton Revolving Loan FundStockton Senior Center Capacity Building Fund*Stockton United Methodist Church Endowment Fund

Legacy Society MembersGary and Jana Funk


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TABLE ROCK LAKE COMMUNITY FOUNDATIONEstablished March 31, 2004P.O. Box 23, Crane, MO 65633Board of Governors: Jim Riddle • Nita Jane Ayers •

John Coonrod • Richard Dean • John & Connie Johnson • Melissa Ortman

For additional information, please contact Jim Riddle, chairman, at (417) 723-5227.


New Funds EstablishedThe Senior Center Fund – This organizational capacity

building fund was established by the Shell Knob Senior Center Corporation to provide

assistance with their operational costs and special projects.

Previously Established Funds21st Century Fund Charlotte Bostwick Endowment Fund*Jack Herschend Donor Advised Fund Kornerstone Programs Fund LUC Woodridge Fund The Maple Mountain Fund

Community Grants:Cedar County Library

Summer reading program ................................................$300Friends of the RB Project

Sports complex/grounds improvement ......................... $500LIA House

Unrestricted .................................................................... $500Stockton Ministerial Alliance

Food pantry equipment ...................................................$325Stockton Park

Rebuilding of park .......................................................$1,000

Stockton Public Schools Foundation Start up for alumni association database .......................$250

Stockton R-1 School District Accelerated reading program ......................................... $500

Stockton R-1 School District Newspapers in Education program .................................$250

*A subfund of Care Connection for Aging Services

Richard Nierman Community Education Scholarship FundSecond Wind Fund*Table Rock Lake Community Grant making Endowment FundLarry Gene Taylor Memorial Fund

Legacy Society MembersJulie Leeth


Community Grants:City of Crane

Library improvement ....................................................$2,475Crane Park Board

Building community bathrooms ................................. $5,000Haven of the Ozarks Animal Sanctuary

Spay/neuter financial aid ............................................ $2,000Kornerstone, Inc.

Stork Club and Read from the Start ........................... $2,500Shell Knob Senior Center

Start community computer program ............................$4,740


TANEY COUNTY COMMUNITY FOUNDATIONEstablished April 23, 2002189 Hobart Dr., Forsyth, MO 65653Board of Governors: Doug Jordan • Brent Blevins •

Mike Booth • Julie Clifford • Sylvia Cornette • Rick Davis • Mike Gailey • Kevin Gerard • Barbara Graham • Mitch Holmes • Bill Jones • Katie Steele-Danner • Chris Willard

For more information, please contact Doug Jordan, president, at (417) 230-6960.


New Funds EstablishedForsyth Library Capacity Building Fund –

This organizational capacity building fund was established by the Forsyth Library Friends, Inc. to fund the short term operational expenses and programs of the Forsyth Library.

Branson Community Grantmaking Fund – This unrestricted endowment fund was established

to support a community grantmaking program for Branson, Mo.

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TRUMAN LAKE COMMUNITY FOUNDATIONEstablished May 15, 2000 P.O. Box 463, Clinton, MO 64735Board of Governors: Sandie Sorbo • Patty Bancroft •

Marnie Bellamy • John Brecht • Debbie Carney • Linda Coleberd • Galen Dody • Lynn Gabbert • Dr. Gary Groff • Mike Miller • Randy Shipman • J.C. Smith • Sandra Thomason • Julius Wall • Robert Wheeler For additional information, please contact Sandie Sorbo, president, at (660) 885-2134.


New Funds EstablishedThe Clinton Christian Academy Gymnasium Fund – This

designated capacity building fund was established by Kathy Adams to build the Clinton Christian Academy gymnasium.

Skidmore Foundation Fund – This unrestricted endowment fund was established by W.V. Sisney to fund community needs.

Sara Jane and Anthony J. Komer Family and Community Fund – This family and community fund was established by Sara Jane Lowe Komer to facilitate her charitable giving.

Ronda Seaton, DVM Memorial Scholarship Fund – This endowed scholarship was established in memory of Ronda Seaton, DVM. It will be awarded to a second year student studying at the College of Veterinary Medicine at the University of Missouri-Columbia.

Lakeland R-III Foundation Fund – This organizational capacity building fund was

Previously Established FundsJ. Kenneth Awbery and Iva M. Awbery Scholarship Fund Bradleyville Health Clinic Fund Community Presbyterian Endowment Fund Flood Youth Ministry Capacity Building FundForsyth City Employees FundForsyth Community Foundation Grant Making FundForsyth Library Memorial Endowment Fund Frances L. McConkey Manse Capacity Building FundDr. Mary King Long Scholarship Fund Village of Bradleyville Endowment FundLibby Wrona, Forsyth, Missouri, Library Fund

Legacy Society MembersIva M. Awberry (deceased)


Community Grants:Bonniebrook Historical Society

Research computer system ................................................$50Boy Scout Troop 272

Camping trailer ..................................................................$50Forsyth Library

Summer reading program ................................................$200Hiding Place Ministry, Inc.

Support children’s programs .......................................... $900Neighbor’s Pantry

Lunch box program ..........................................................$200OACAC

Paths for Kissee Mills .......................................................$300Rockaway Beach Library

New library ......................................................................$200Senior Friendship Center

Walk-in refrigerator ........................................................ $500White River Historical Society

Camera memory card & reader .......................................$100

established by the Lakeland R-III Foundation to support the school district and its programs.

Previously Established FundsAnonymous Fund (unrestricted)The Aquila Fund (donor advised)Clinton Area Arts Foundation Fund Clinton Christian Academy Endowment Fund Clinton Industrial Development Corporation Fund Clinton Main Street Dorman House Endowment Fund Clinton Memorial Camp FundClinton Senior Center Service Board Operations FundCommunity Education Betterment Fund Community Memorial FundDouglas and Kristi Kenney Family and Community FundFirst Baptist Church Fund Golden Valley Memorial Hospital Foundation Fund Henry County Breast Cancer Foundation of the Ozarks

Capacity Building Fund Henry County Historical Society Endowment Fund Henry County Historical Society Children’s Corner and Theatre Fund Henry County Soldiers Memorial Maintenance FundDenver W. & Marjorie J. Johnson Fund Literacy Council of Clinton Fund Thomas W. McNutt Family & Community Fund

The Perpetual Ministries Fund of the Clinton United Methodist Church

Prevention Services for Youth Fund

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Quality of Life Endowment FundSandra E. & Douglas L. Thomason Family FundTruman Lake Community Foundation Unrestricted Fund Union State Bank and Trust Fund (unrestricted) Julius F. and Sally Wall Fund (unrestricted)Gus and Susie Wetzel Fund (unrestricted)Windsor Senior Center Service Board Operations FundThe Wrigley Fund

Legacy Society MembersBerry & Judy BeebeJohn & Betty BrechtMr. & Mrs. Douglas ThomasonRobert S. Wheeler


Community Grants:Local Boy Scout troops

Camper fees ..................................................................... $750Appleton City Landmarks

Access ramp .................................................................. $1,770Atchison Monuments

Rushmore Monogamy monument ................................$2,637

COMMUNITY FOUNDATION OF WEST PLAINS, INC.Established March 31, 2004401 Jefferson Ave., West Plains, MO 65775Board of Governors: Kris Norman • Joanne Abbey •

Larry Butler • Jack Doss • Rita Fugate • Kevin Gleghorn • Wayne Kaufman • Brenda Malkowski • Myles Smith • Jim Thompson

For additional information, please contact Kris Norman, president, at (417) 256-4433.


New Funds EstablishedBank of America Fund – This organizational capacity

building fund was established by the West Plains R-7 Educational Foundation to fund their operating costs.

Riverways Trust Practical Nursing South Central Career Center Fund – This designated capacity building fund was established by the West Plains R-7 Educational Foundation to fund the South Central Career Center’s nursing program.

Julie McGoldrick Scholarship Fund – This scholarship fund was established by the West Plains R-7 Educational Foundation.

Atchison Monuments Engraved bricks ................................................................$300

Calhoun Community Development Group Funding for historical marker ..........................................$650

Clinton High School After graduation activities ...............................................$900

Golden Valley Daycare Pea gravel playground .................................................. $1,770

Heartland Community Theatre Crest Theatre Renovation .............................................$2,500

Henry County Community Assessment Resource Team Shoes for Girls on the Run ...............................................$250

Henry County Health Department Car seat safety program ...............................................$1,000

Henry County Historical Society Repairs to Brown Cemetery ..........................................$2,000

Henry County Museum Brown Cemetery stone repair .......................................$1,000

Literacy Council of Clinton Books for kids and Santa on the Square ......................$1,600

Lowry City Community Betterment, Inc. New sidewalks on Main Street .....................................$2,500

Truman Lake Community Foundation Arts program .................................................................$2,000

START/Rotary Interact Purchase video equipment for city of Clinton ..............$1,000

Tom Gatewood Memorial Literacy Fund – This designated capacity building fund was established by the West Plains R-7 Educational Foundation to fund the Educational Foundation literacy program.

Gatewood Award Fund – This designated capacity building fund was established by the West Plains R-7 Educational Foundation to fund the Gatewood Award program.

John H. McFarland Fund – This designated capacity building fund was established by the West Plains R-7 Educational Foundation to fund the professional development of the West Plains R-7 Schools.

The Bell-Garrison Family and Community Fund – This family and community fund was established by Carol Silvey to facilitate her family’s philanthropic goals.

E.L. “Bob” Harlin and Vesta Harlin Charitable Trust Fund – This organizational capacity building fund was established by the E.L. “Bob” Harlin and Vesta Harlin Charitable Trust for the Harlin Museum.

Howell County Domestic Violence Enhanced Response Team Fund – This capacity field of interest fund was

established by Richard Stephens to fund the Howell County DIVERT Program.

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WILLARD CHARITABLE FOUNDATIONEstablished August 24, 2005 8051 N. State Hwy AC, Willard, MO 65781Board of Governors: Judy Craig • J.M. Crighton •

Sandy Gold • Carolyn Goodwyn • Gail Helton • Guy Morelock • Tad Morlan • Caroline Puckett • Jerome Rader • Montene Staley

For additional information, please contact Judy Craig, president, at (417) 742-2506.


New Funds EstablishedNicholas David Rader Memorial Fund – This field of

interest fund was established by Mark and Christine Rader and their family in memory of their son, Nicholas. This fund will go towards helping children with special needs in the Willard School District.

Springfield-Greene County Library Building Fund– The Springfield-Greene County Library established this capacity building fund. Distributions are to be used for the building of a Willard Branch Library.

West Plains R-7 Educational Foundation General Fund – This designated capacity building fund was established by the West Plains R-7 Educational Foundation to fund their operational costs.

Arts on Avenue, Inc. Fund – This organizational capacity building fund was established by the Arts on Avenue, Inc. organization in West Plains to fund their operating expenses and programs.

Oakwood Life Sharing Services, Inc. Fund – This organizational capacity building fund was established by Oakwood Life Sharing Services, Inc. to fund their general operation costs.

Downtown West Plains, Inc. Fund – This organizational capacity building fund was established by Downtown West Plains, Inc. to fund their short term operational expenses and programs.

West Plains Soccer Association, Inc. Fund – This capacity building fund was established by the West Plains Soccer Association, Inc. to improve and enhance their soccer fields.

Whetstone Boys Ranch Capacity Building Fund – Whetstone Boys Ranch established this organizational capacity building fund to assist in the funding of the ranch and its programs and activities.

Previously Established FundPeter Callaway Endowment Fund Doug Darr Memorial Scholarship Fund*Stephen A. Douglas Scholarship FundOzarks Christian Academy Fund West Plains Community Grant Making Endowment Fund



Previously Established FundsConco Charitable FundWillard Charitable Foundation Capacity Building Fund Willard Children’s Health and Dental Fund Willard Community Grantmaking Endowment Fund


Community Grants:Willard Fire Department

Fire indicators for exits ....................................................$300Willard Intermediate School Library

Sharp copier .................................................................... $899Willard R-II School District

Wrestling program .......................................................... $500Willard R-II School District

Dental bills for children ................................................ $4,000Willard R-II School District

Health and dental needs of students ..............................$950

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WILLOW SPRINGS COMMUNITY FOUNDATIONEstablished March 15, 2001P.O. Box 345, Willow Springs, MO 65793Board of Governors: Phil Knott • Sheila Burtchett •

Steve Norman • Jamie Ogden • Hubert Reaves • Carol Ann Richardson • Joan Bailey-Russell • Joe Schneider • Lou Wehmer

For additional information, please contact Phil Knott, president, at (417) 469-3134.


Previously Established FundsThe Christine N. Steele Fund for the Willow Springs Arts Council Sadie Ruth Ferguson Fund

Willow Springs Community Foundation Community Development Fund


Community Grants:Willow Springs Public Schools

JAG Program for at risk students .....................................$500Willow Spring Public Schools

JAG program ....................................................................$500

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Prev iou s ly E s t ab l i she d Fu nd sS p r i n g f i e l d a n d t h e R e g i o n

ADMINISTRATIVE ENDOWMENT: Administrative Endowment FundAdministrative Support FundDr. Thomas E. and Mary M. Ashley Administrative

Endowment FundRob and Sally Baird Administrative Endowment FundBoatmen’s National Bank Administrative Endowment FundPeter and Kay Charles Administrative Endowment FundHarry Cooper Administrative Endowment FundFlavius and Frances Freeman Administrative Endowment FundFoster Manufacturing Administrative Endowment FundLewis G. & Harriett Hutchens Administrative Endowment FundWilliam Karchmer Administrative Endowment FundLinder and Mary Link Administrative Endowment FundMeek Administrative Endowment FundPugsley Administrative Endowment FundJewell Thompson Schweitzer Administrative Endowment FundSmith-Glynn-Callaway Administrative Endowment FundA.P. Stone, Jr. Administrative Endowment Fund

ANNUITY: The Ruth E. Carter and Lorraine A. Gjerness Charitable

Remainder UnitrustLarry and Joan Carter Charitable Remainder UnitrustRaymond and Joyce Carter Charitable Remainder UnitrustBetty H. King Charitable Remainder Trust

CORPORATE:Carnahan, Evans, Cantwell and Brown Corporate

Grantmaking FundSpringfield Trust Company Foundation

DESIGNATED: Dorothy Ruth Acton Charitable FundRay F. Aton Memorial Patronage Initiative for the Arts Capacity

Building FundRetha Stone Baker & William G. Baker Webster County

Historical Society FundFannie K. Baldwin (Posey) Memorial Garden FundRoberta Bartley & Olive Decatur FundJohn D. Bentley Fund of the Jordan Valley Community

Health Center

C. C. and Dorothy Blair Excellence in Education Trust FundBrain Injury Association of Missouri, Inc. Southwest Missouri

Chapter Endowment FundJessie J. Burroway Charitable FundCaplan Autism Resource and Education FundCatalpa Crossing Capital Improvement Project Capacity

Building FundMarie Carlisle FundNancy K. Hopkins and John M. Carnahan III Endowment Fund

for Dickerson Park ZooTruman Carter FundBlaine A. Childress Seymour, Missouri, Library Cultural

Arts FundCollins Family FundHarry Cooper Memorial Fund #2James H. Cosgrove and Patricia A. Cosgrove FundKenneth and Marilyn Crumpley FundJack and Helen Curtis FundECHO Project FundIris D. Darnell (Su Estes) Charitable FundLinwood M. Faraday and the Helen M. Faraday FundFounders Park FundFounding Director Fund Established in Honor of Jan HortonC.V. Freese and Fern K. Freese Memorial Charitable FundVera M. Gardner and Grace E. Dean Fund for the Humane Care

of AnimalsGreater Jordan Valley Park Development FundJames and Ethel Grigg Christmas FundEthel T. Grigg Memorial FundGeorge L. and Alma L. Hall FundSam Farris Hamra Community Center Capacity Building FundIra and Matidla Hentschel Fund #1Kay Hilton Memorial FundRay and Kay Hilton FundHistory Museum for Springfield-Greene County Fine Arts

Endowment FundJulia A. Hood FundBingham Johnson Family Foundation FundEsther S. Karchmer Memorial Chair (Springfield Symphony)Keisker Memorial Library FundJoann E. Landers Feline Endowment FundJohn H. and Ruby M. Laurie Charitable Fund

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Dotty and Bruce Lemmon Family FundSterling and Delores Macer FundE. A. Martin and Mrs. Ida M. Martin FundMac and Helen McCartney FundMoore Cemetery FundMorrisville Cemetery Preservation Fund #1Morrisville Cemetery Preservation Fund #2New Ventures in Philanthropy Capacity Building FundGeorge and Winifred Nixon Fund for the Springfield OperaAEola O’Harn FundPalen Music Endowment for the Arts FundParkview Class of 1974 in Memory of Tim O’BrienJake R. Piatchek Endowment FundDorothy Burgin Quigley FundThe Mary R. Rigney Designated FundRotary Centennial Outdoor Classroom Capacity Building FundThe Jewell Thompson Schweitzer Humanitarian Award FundSpringfield Tree City USA FundSouthwest Missouri Humane Society, Inc. Designated Fund

Established by the Reverend Carol A. WalkerFrank and Lillie Steury Endowment FundA. P. Stone, Jr. and Faye L. Stone FundEdward and Geneva Stuetzer FundBryan Yancey Toombs, Bryan Charles Toombs, Lynne Toombs

Datema Memorial FundRobert L. Toombs Memorial FundWilliam M. “Joe Bill” Turner Memorial

Endowment FundBonnie Elaine Van Benthusen FundThe Charles L. Weaver, DDS and Dorothy Weaver Memorial

Orthodontic FundWherritt-Tunnell FundWilliam T. White Springfield Symphony FundWilliam J. and Jessie Lee Woody Trust for the Humane Care

of Animals

DONOR ADVISED: Anonymous Donor-Advised FundRay F. Aton Memorial/Springfield Area Arts Council FundThe Thomas H. and Josephine Baird Memorial FundBarnett Family Charitable Foundation FundDonald H. Beisner Designated FundJudith A. Beisner Designated FundThe Bethany FundBonebrake Family Donor Advised FundEmily Carlile FundRobert and Margaret Carolla Fund

Cook Family Donor Advised FundThe Cooper Foundation Donor Advised FundMax and Fern DeForest FundDeigratia (By the Grace of God) Donor Advised FundDominguez Neurofibromatosis Donor Advised FundFerguson Family FundFerrell-Duncan Clinic FundThomas W. Finnie FundThe Friends of St. Agnes FoundationWarren S. and Mary Ina Hampton FundHancock Family FundNortheast Missouri Community Foundation Donor AdvisedHardie Family Charitable FundHarlin Family Foundation FundEd and Virginia Heer Family Foundation FundPeter and JoDee Herschend Donor Advised FundHood Family Donor Advised FundSally Lynn Hubbard Environmental Donor Advised FundJohnson Family FundLachmund FundCathryn Cox Lipscomb and Jack E. Lipscomb FundThe Martin Family Fund-Donor AdvisedEdward A. and Mildred T. Martz and Louise A. Timmer FundThe Terry O. and Mary Kay Meek FundO’Reilly Family Foundation FundOllis Family Foundation FundPerisseuo Donor Advised FundPrater Family FundThe Rice Family FoundationRobert E. Roundtree FundErrett Sechler Foundation FundMercedes Freeman Smith Education FundSmith-Glynn-Callaway Medical Foundation Fund in Memory

of Dr. Daniel Layton YanceySmith-Glynn-Callaway Medical Foundation FundThe Lezah Stenger Foundation FundTurner Family Charitable FundConstance and Vincent Tyndall Donor Advised FundWoods Family Charitable FundTal and Rosalie O’Reilly Wooten Family Foundation Fund

FAMILY AND COMMUNITY FUNDS: Brown Family FundThe Cool Breeze FundMarvin H. and Ethlyn M. Drury Family FundRobert W. Duncan Family and Community FundWeston Funk Charitable Fund

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Helping As You Can FundKitchen 903 Family and Community FundThe La Boda FundRoy and Lola Nelson Family and Community FundSquires/Parnell Family FundJoe and Traci Turner Family Fund

FIELD OF INTEREST: Mary Lorraine Altwater Sutkus Charitable FundElese Tagge Anthony Education FundCarol Blackburn Charitable Fund #2John L. Bostwick FundJohn and Barbara Brooks FundLoren and Mary E. Brunner Endowment FundJerry & Tac Caplan Midlife Initiative FundMartha R. Caywood Fund for the ArtsCaplan Family Holocaust FundLennie Cloud Fund for the Hearing ImpairedJack and Helen Curtis - Field of Interest FundBrian Robert Duncan Children and Teens FundHelen M. Delano FundWilliam E. Eslick FundC.V. Freese and Fern K. Freese Memorial Charitable FundGose Family FundAgnes Grady FundRobert C. and Jeanne Strauss Kramer Holocaust Education FundHarry S. Jewell, Charles McGregor and John McGregor

Memorial Endowment FundNathan Karchmer Racial and Religious Tolerance FundRobert C. and Jeanne Strauss Kramer Camp, Cultural Arts and

Educational Youth Scholarship FundJoseph B. and Helene L. Liebman Fund for Stroke VictimsLeona B. Mackler FundRalph K. Manley Endowment for ParkviewThe Martin Family Fund - Field of InterestEsther Sands McGuire FundMiller and Sanford Educational Enhancement FundConnie Wible Murray FundMusgrave FundRalph and James Nattinger FundNorma Lea and Doc John FundNorma A. Carolla Scholarship Fund for Hospice NursesThe Tim O’Brien Memorial FundHazel and Christine Pauly FundRobert and Frances Quinn Memorial Fund

John, Beth and Jack Raidel FundIda Rolf FundNell Sewell Charitable FundEdith M. Short FundSenior Dreams FundJessie C. Smith and Jan M. Atwell FundJohn J. Stamatis Memorial FundDr. Ambrose T. Walker and Rev. Carol Walker FundBobbie L. Wilson Memorial FundJean Cossey Woodruff Performing Arts FundJean Cossey Woodruff FundDavid B. Woodruff Children’s FundYouth Empowerment Project Fund

PHILANTHROPY INITIATIVE: These funds were established to support the Foundation’s $3.8 million Philanthropy Initiative in 2000:

William H. and Virginia Darr Philanthropy Initiative FundKathleen Poirot Griesemer Philanthropy Initiative Fund

(grantmaking)Ira and Matilda Hentschel FundHutchens Family FundCharlie & Mary Beth O’Reilly Philanthropy Initiative Fund

(grantmaking)Philanthropy Initiative FundJane Ullman FundElla E. Wetherel Charitable Fund

SCHOLARSHIP: Aggregate Industry – University of MO-Rolla Scholarship

Foundation, Inc. Capacity Building FundClyde R. Alleman Memorial Scholarship FundDr. Thomas E. and Mary M. Ashley Scholarship FundThe Sarah Beisner Memorial Scholarship FundThe Chris Bell Memorial Scholarship FundBradshaw Summit Scholarship FundCamp Arrowhead Staff Scholarship FundMayor Thomas J. Carlson Internship FundBlaine A. Childress Scholarship FundLewis E. and Wilma Childress Scholarship FundMattie E. Childress Memorial FundMildred Ann Groves Childress Memorial FundRobert B. Childress Memorial FundCommunity Foundation Memorial Scholarship Fund

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Dr. and Mrs. Robert D. Duncan Memorial FundEmma Foster/Tindle Mills Scholarship FundGreg Germany Scholarship FundAndy Gott Memorial Scholarship FundAngela Gram Memorial Scholarship FundGravelle and Harris Scholarship FundGreene County Sheriff’s Department Family

Scholarship FundThomas Halbert Scholarship FundMarion Bissett Hoblit Scholarship FundEdna Mae Hammack Keisker Memorial Scholarship FundDorothy Chestnut Harman Elementary Education FundThea Jo Herron Memorial Scholarship FundMarion and Mae John Memorial Scholarship FundRuth Olesen Kelley FundLister Scholarship Endowment Fund of the Rotary

Club of SpringfieldThe Captain Andrew W. Long, Jr. Scholarship FundMark’s Memorial Scholarship FundRobert and Virginia Martin Scholarship/Teacher Award FundNina Myers Memorial Scholarship FundMorrisville Academic Scholarship #1The Greater Ozarks Chapter of the National Association of

Orthopedic Nurses, #144 Scholarship FundPublic Relations Society of the Ozarks Scholarship FundEarl K. Nau Ozark Empire Fair Memorial Scholarship FundJames P. Robinson Scholarship FundJames H. Saunders and Edith LeDue Saunders Scholarship

Fund, a subfund of the Smith-Glynn-Callaway Medical Foundation Fund

Dr. Fred Carl and Jewell N. Schweitzer Scholarship FundSenior High School Class of 1948 Scholarship Fund in Honor of

Frederick M. & Ramona Frazier McQuearySt. John’s School of Nursing Alumni Scholarship FundSkaggs TEPCOR Clinical Scholarship Capacity Building FundSpringfield Metropolitan Bar Association Scholarship FundHarold and Helen Stoneman Drury Scholarship FundHenry J. and Lucille J. Straus Scholarship FundHenry Joseph Struck Memorial Scholarship FundArthur G. Tesar Scholarship FundThomas G. Tucker Scholarship Capacity Building FundTracy Tucker Education Scholarship FundDr. William M. Walker Memorial Medical Scholarship FundWally and Libby Walter FundHarlan Wehrman Scholarship Fund

Gabe Wilson, Charlie Phillips and Scott Bruenger FundThe Frank E. Wilkins Memorial TrustGlen W. Wisdom Scholarship and Award Fund

SUPPORTING ORGANIZATION: The Lezah Stenger FoundationOzarks Charitable Real Estate Foundation

UNRESTRICTED: Carol Blackburn Charitable Fund #1Community Foundation Staff Appreciation FundHarry Cooper Memorial Fund #1The T. A. and J. A. Caplan FundJames K. and Jettie M. Cook FundLouis L. Coover and Julia Dorothy Coover Charitable

Foundation Capacity Building FundAnne Case Drummond Endowment FundWilliam H. Epperson Charitable FundFund for the FutureMarian and Maxell George FundMary Hendrix FundCharles L. Jobe Family FundRay D. Kelly and Leona C. Kelly FundNathan & Esther Karchmer FundThe J. Laurence Lee Memorial FundMarie Rosalie Maser and John Maser Memorial FundLawrence M. and Fay B. Ollis FundMary R. Rigney General Endowment FundJessie M. Ross FundThe Kirby Taylor FundUS Bank Unrestricted FundRichard and Virginia Wilkinson FundMary E. Wilson Home Memorial FundThe H. Garrett and Marion M. Wright Fund

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Endowment Partners work with the Community Foundation of the Ozarks to build endowments, promote planned giving and enhance sustainability.

ARTS:Arts Alive of St. James Endowment FundBenton County Arts FundBoys & Girls Clubs of Springfield “Power of Music” FundCarthage Arts Council FundChamber Orchestra of the Ozarks Endowment FundChildren’s Choir of Southwest Missouri FundClinton Area Arts Foundation FundDallas County Arts Council FundEl Dorado Springs Performing Arts Capital FundEl Dorado Springs Performing Arts Council Endowment FundFriends of the Garden/Anne Drummond Sculpture FundHickory County Cultural Arts FundHistory Museum for Springfield-Greene County Fine Arts

Endowment FundLockwood Cultural Arts Council FundMissouri Film Alliance of Springfield FundNixa Area Arts Council FundOzark Festival Orchestra FundOzarks Public Television Cultural Arts FundSAC Arts Council Endowment FundSalem Arts Council FundSeymour Area Arts Council Building Fund-Building Cultural

Arts in SeymourSeymour Area Arts Council FundSister Cities Association Performing and Cultural Arts FundSMMA Endowment FundSouthwest Missouri Arts Council Endowment FundSpringfield Ballet Endowment FundSpringfield Ballet Missouri Cultural Trust FundSpringfield Little Theatre Cultural Trust FundSpringfield Little Theatre Endowment FundSpringfield Mid-America Singers Endowment FundSpringfield Regional Arts Council Cultural Trust FundSpringfield Regional Opera Endowment FundSpringfield Symphony Association Endowment FundSpringfield Symphony Cultural Trust FundSpringfield Symphony Music Education Trust FundSpringfield Visual Arts Alliance Endowment Fund

The Christine N. Steele Fund for the Willow Springs Arts Council

Stone’s Throw Theater Henry Heckert Memorial Endowment Fund

Walnut Street Theatre Capacity Building FundWriters Hall of Fame of America Capacity Building FundWriters Hall of Fame of America Endowment FundYoung Artists Fund

COMMUNITY DEVELOPMENT:City of Republic Parks and Recreation Endowment FundThe Community Center Foundation of Ste. Genevieve

County, IncorporatedCommunity Partnership of the Ozarks Endowment FundGrupo Latinoamericano Endowment FundJunior League of Springfield, Missouri, Inc. Endowment FundJunior League of Springfield Irrevocable Endowment FundMid-Town Neighborhood Association Endowment FundOzark Main Street Endowment FundFrances Pringle 4-H Capacity Building Fund of the Webster

County Extension CouncilFrances Pringle Capacity Building Fund of the Webster County

Extension CouncilPolk County Fair Association Derald Isdell Memorial FundRedings Mill Volunteer Fire Protection Endowment FundRogersville Community Betterment Association FundSouthwest Missouri Resource Conservation and Development

Endowment FundSpringfield-Greene County Botanical Center FundSt. James Parks and Recreation Endowment FundUnited Way of the Ozarks, Inc. Endowment Fund

EDUCATION:Auxiliary of Three Rivers Healthcare, Inc. Poplar Bluff Public

Schools Endowment FundBolivar School Alumni Association Capacity Building FundBolivar Technical Institute Capacity Building FundBolivar Technical Institute Endowment FundBolivar Technical Institute Scholarship FundClinton Christian Academy Endowment FundDiscovery Center Capacity Building FundDiscovery Center of Springfield Endowment FundJerusalem School of Synoptic Research Capacity Building Fund

Endow ment Pa r t ne r Fu nd s

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Jerusalem School of Synoptic Research Endowment FundLockwood Public Schools Foundation Unrestricted

Endowment FundLogan-Rogersville Educational Foundation:

Logan-Rogersville Educational Foundation Capacity Building Fund

Logan-Rogersville Educational Foundation Endowment FundLogan-Rogersville Marching Band and Jazz Band FundCATS (Curriculum for Academically Talented Students)

Program FundLRHS Project Graduation Fund

Marion C. Early Education Foundation Capacity Building FundMarion C. Early Education Foundation Endowment FundMonett Public Schools Foundation FundMountain Grove R-III Schools Foundation Capacity

Building FundMountain Grove R-III Schools Foundation Endowment FundDr. Robert J. Murney Endowment FundNixa Public Schools Foundation FundNixa Public Schools Foundation Endowment FundOTC Foundation:

OTC Foundation Scholarship Endowment FundLinda Gingry Clark Memorial Scholarship FundThe Judge Russell Clark Memorial Scholarship FundDental Assisting Educators Scholarship FundOTC Foundation Scholarship Fund #2Richard Glenn Staats Endowment Fund

Ozark R-6 School District Capacity Building FundCharles & Louise Nisen Ozarks Literacy Council

Endowment FundPoplar Bluff Public School Foundation Capacity Building FundRivendale Extension Services Endowment FundSouthwest Baptist University Organizational Endowment FundSpringfield Public Schools Foundation Capacity Building FundSpringfield Public Schools Foundation Fund:

B.E.S.T. ScholarshipBuffington ScholarshipDale Burns Endowed FundThe Colonel’s ScholarshipDunlop ScholarshipFalcon FundFriends of CentralHall ScholarshipHargis ScholarshipHayter ScholarshipJohnson ScholarshipJones Scholarship

Linda Luke Librarian FundScott Matthews FundMcCarty ScholarshipNeville ScholarshipThe Next Step Endowed ScholarshipOil Lease ScholarshipPalmer ScholarshipReed Middle School Endowed FundKipper Dale Smart ScholarshipSpellman ScholarshipSinden ScholarshipViking Endowment FundWhiteaker ScholarshipWilliams ScholarshipWings Brite Endowment FundWings Endowment FundWings Lampe Endowment FundWriting Scholarship

The Summit School Capacity Building FundThe Summit School Capital Campaign FundSt. James Schools Enhancement Endowment FundTexas County Technical Institute Capacity Building FundTexas County Technical Institute Endowment FundValle Schools Foundation, Inc. Capacity Building Fund

ENVIRONMENT & ANIMALS:FOZ (Friends of the Zoo) Educational Endowment FundFredrick Memorial Scholarship FundGreene County Farmland Preservation Council FundJames River Basin Partnership Capacity Building FundJames River Basin Partnership Endowment FundMissouri Conservation Heritage Foundation FundMissouri Environmental Education Association

Endowment FundOzark Greenways Endowment FundOzark Greenways Endowment Fund #2Ozark Regional Land Trust Stewardship FundOzark Regional Land Trust Stewardship Endowment FundThe Nelson Rolf Animal Shelter Endowment FundSouthwest Missouri Humane Society Endowment FundUpper White River Basin Foundation Endowment FundWatershed Center at Valley Water Mill Campaign FundWonders of Wildlife Endowment Fund

FAITH:Christian Associates Capacity Building FundChristian Associates Endowment Fund

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Community Presbyterian Endowment FundCouncil of Churches of the Ozarks Foundation FundEpiscopal Youth Group of Carthage Endowment FundFirst Baptist Church of Mt. Vernon Endowment FundFirst Baptist Church of Mt. Vernon FundFirst Christian Church of Gainesville Capacity Building FundFirst Unitarian Universalist Church of Springfield, Missouri

Endowment FundFlood Youth Ministry Capacity Building FundFrances L. McConkey Manse Capacity Building FundGrace Episcopal Church EndowmentThe Perpetual Ministries Fund of the Clinton United

Methodist ChurchStockton United Methodist Church Endowment FundUnited Ministries in Higher Education Permanent

Endowment FundWesley United Methodist Church Endowment FundWesley United Methodist Church Endowment Fund in Memory

of Eva Cleo Homan Moore and Lynn Riley MooreWesley United Methodist Church Endowment Fund in Memory

of Joseph F. and Berniece L. Jirousek

HEALTH:Benton County Hospice FundBreast Cancer Foundation of the Ozarks Endowment FundBreast Cancer Foundation of the Ozarks FundNewt Brill Endowment FundCBCO Capacity Building FundCedar County Memorial Hospital FundCommunity Alliance for Compassionate Care at the End of

Life FundDallas County Health Foundation FundFORTE Foundation FundFriends of Ste. Genevieve County Memorial Hospital FundGolden Valley Memorial Hospital Foundation FundGreene County Medical Society Alliance Health Projects

Endowment FundHenry County Breast Cancer Foundation of the Ozarks

Capacity Building FundIron County Hospital District Board The Tree of Life FundJoy Lamberson-Klock New Hope Endowment FundMcCune-Brooks Health Care Foundation FundMultiple Sclerosis Wellness (MS Wellness) Foundation FundNew Hope Capacity Building FundOzark Christian Counseling Service Endowment FundOzarks Counseling Center Endowment FundOzarks Health Advocacy FoundationOzarks Medical Center Foundation Capacity Building Fund

Ozarks Medical Center Foundation Endowment FundParkinson’s Group of the Ozarks Endowment FundRonald McDonald House of the Ozarks FundSkaggs TEPCOR Clinical Scholarship Capacity Building FundSt. John’s Health System FundSt. Luke’s Nursing Center Capacity Building FundSt. Luke’s Nursing Center Endowment FundJulian G. and Virginia C. Star Memorial FundStockton Nursing Home Fund

HISTORY:Benton County Historical Society Endowment FundBonebrake Center of Nature and History

Endowment FundCedar County Historical Society Endowment FundChristian County Historical Society Endowment FundClinton Main Street Dorman House Endowment FundDent County Museum Capacity Building FundDent County Museum Endowment FundFriends of Gray/Campbell Farmstead Endowment FundGreene County Historical Society Endowment FundHenry County Historical Society Endowment FundHistoric Preservation FundLaura Ingalls Wilder Foundation Capacity Building FundLaura Ingalls Wilder Foundation Endowment FundNorth Ward Museum Endowment FundPolk County Genealogical Society Capacity Building FundPolk County Genealogical Society Endowment FundSte. Genevieve Memorial Cemetery Preservation

Endowment FundWilson’s Creek National Battlefield Foundation Capacity

Building FundWilson’s Creek National Battlefield Foundation

Endowment Fund

LIBRARY:Cedar County Library District Stockton Building FundCole Camp Library Capacity Building FundForsyth Library Memorial Endowment FundFriends of the Mountain View Library Endowment FundFriends of the Library, Inc., Stockton, Missouri FundKimberling Area Library Cultural Arts Endowment FundKimberling Area Library Endowment FundDr. G.B. Lemmon, Sr. Fund For NonfictionLiteracy Coalition of Southwest Missouri FundOzark Regional Library/Reading Express Program FundPolk County Library Endowment Fund

Polk County Library Capacity Building Fund

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Springfield-Greene County Library Foundation Cultural Arts Endowment Fund

Springfield-Greene County Library Foundation FundWest Plains Public Library Foundation Capacity

Building Fund

SOCIAL SERVICES:AO Capacity Building FundBolivar Area YMCA Capacity Building FundButler County Community Resource Council Capacity

Building FundCare Connection for Aging Services:

Butler Senior Center Capacity Building FundButler Senior Center Endowment FundCare Connection for Aging Services Capacity

Building FundCare Connection for Aging Services

Endowment FundCarroll County Senior Center Capacity Building FundCarroll County Senior Center Endowment FundCole Camp Senior Center Building and Equipment Capacity

Building FundEl Dorado Springs Senior Center Capacity Building FundEl Dorado Springs Senior Center Endowment FundHickory County Senior Center Capacity Building FundKern Senior Center Capacity Building FundMargaret Gray Lexington Senior Center Capacity

Building FundMargaret Gray Lexington Senior Center Endowment FundSt. Clair County Senior Center Capacity Building FundStockton Senior Center Capacity Building FundWarrensburg Senior Center Capacity Building FundWarrensburg Senior Center Endowment FundWindsor Senior Center Service Board Operations Fund

CASA of Southwest Missouri FoundationChild Advocacy Center, Inc. Capacity Building FundChild Advocacy Center, Inc. Endowment FundCircle of Friends Ministry FundClinton Senior Center Service Board Operations FundDevelopmental Center of the Ozarks Endowment FundEl Dorado Springs Special Olympics Capacity Building FundFair Acres Family YMCA, Inc. FundBill and Betty Kimberling Scholarship Fund with NAMIThe Kitchen Endowment FundLiteracy Council of Clinton FundLost and Found Endowment FundLost and Found FundMarie G. Lurvey Fund for Crosslines

Ozarks Area Community Action Corporation Endowment FundOzarks Food Harvest Capital Campaign FundRussell House Foundation FundSedalia Senior Center Capacity Building FundSigma House Endowment FundSEMO Area Agency on Aging Endowment FundSpringfield Association for the Blind Organizational

Endowment FundSpringfield Community Center Minority Foundation Capacity

Building FundSpringfield Family YMCA Irrevocable FundSpringfield Family YMCA Endowment FundSpringfield Host Lions Club Endowment FundSpringfield Workshop, Inc. Endowment FundSpringfield Workshop, Inc. Irrevocable FundSt. James Caring Center Endowment FundThe Family Institute of the Ozarks Endowment FundVernon County Senior Center Capacity Building FundVernon County Senior Center Endowment FundVictim Center Endowment FundWarsaw Senior Center Capacity Building FundWest Vue, Inc. Capacity Building FundWest Vue, Inc. Endowment FundWomen In Need Endowment FundWomen In Need Fund

YOUTH:Big Brothers/Big Sisters Endowment FundBig Brothers/Big Sisters Endowment Fund #2Boys & Girls Club of Poplar Bluff, Inc. Capacity Building FundCamp Arrowhead Endowment FundCamp Fire Boys and Girls Ozark Council Endowment FundCape Arrowhead, Inc. FundChild Advocacy Center of the Ozarks Capacity Building FundThe Commons Youth Building FundDogwood Trails Girl Scout Council Endowment FundDogwood Trails Girl Scout Council of Mountain View

Endowment FundGood Samaritan Boys Ranch Endowment FundJunior Achievement Adventure Capital FundLives Under Construction Designated FundLives Under Construction Operating Account

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C om mu n i t y Fou nd a t i on o f t he Oz a rk sG ra n t R e p o r t

METROPOLITAN SPRINGFIELD GRANT ROUNDSThe ongoing, discretionary community grantmaking program for Springfield and Greene County is conducted with distributions from unrestricted and field-of-interest funds. Grants listed below were made from July 2006 to June 2007.

Health and Social Services: Alternative Opportunities, Inc.**

Infant and toddler car seats to provide transportation for foster parents ..................................$1,400

ATLS Coalition Additional staffing for tax services for economically challenged families .................................................... $23,380

Center for Dispute Resolution** Training and program materials for Victim Offender Mediation program ...................................................... $5,880

Child Advocacy Center, Inc.** SAFE exams for children referred to center ................ $21,381

Community Partnership of the Ozarks, Inc. Third year of three-year commitment for operational expenses .................................................................... $30,000

Council of Churches of the Ozarks I-wave Pro Platinum/to increase charitable donor database ...................................................................................... $2,000

Council of Churches/Eldercare Transit Two-way radios, repairs and fuel for door-to-door Eldercare Transit .........................................................$11,380

Developmental Center of the Ozarks** Therapy services and materials for children with developmental disabilities ............................................$5,700

Family Violence Center** Funding for additional case managers for follow-up support .................................................................................... $20,000

Greene County Family Dependence Treatment Court** Staff and supplies for KIDS substance abuse program .....................................................................................$22,100

Kitchen, Inc. Computers and to upgrade system ............................. $2,000

New Hope GYN Cancer Support Group Laptop and digital camera for presentations ............... $1,779

Southwest Missouri Indian Center Freezer and refrigerators for food pantry .................... $3,000

Art/Culture and Environment: Boys and Girls Club of Springfield Fine arts and

Power of Music programs ...........................................$10,000

Commercial Club of Springfield ArtTrain USA traveling exhibit ..................................... $2,500

Discovery Center of Springfield “World Wise” exhibit ...................................................$13,500

Greater Ozarks Audubon Society* Equipment for Ozark Greenway trail and McDaniel Park .......................................................................................... $762

James River Basin Partnership* Public education campaign ....................................... $25,000

Jordan Valley Marketing Council 2007 “Evening at Artsfest” ......................................... $8,500

MSU Department of Music Equipment for service-learning program in music therapy .......................................................................................$1,600

Missouri Film Alliance Show-Me Missouri International Film Festival ............ $2,500

New Growth Centers Minority Youth Conference ......................................... $8,000

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Ozark Greenways* Linear park ..................................................................$10,000

Ozark Greenways* Safe Route to School .................................................. $20,000

Springfield Ballet “Dance Chance” and CUSP children’s programs ........... $7,758

Springfield Regional Arts Council Renovation of visual art and guest-artist spaces at The Creamery ..............................................................$12,979

Springfield Regional Opera “Sleeping Beauty” touring production for schools ........ $7,663

Urban Districts Alliance* Downtown beautification ........................................... $11,950

`Watershed Committee of the Ozarks*

Wetland learning stations and four outdoor classrooms .................................................................................... $22,288

Wonders of Wildlife* “Wonders Down Under” program ...............................$10,000

Education and Community Development: Aids Project of the OzarksShow Me the Way Home education conference

for area case managers ............................................... $5,500

Big Brother Big Sisters of the Ozarks** Student participate in cultural and arts programs through the 2007–08 school year ................................$8,768

Big Brothers Big Sisters of the Ozarks** Printed materials to recruit mentors and build organizational capacity ................................................$1,089

Drury University** Bailey Alternative School LE@D (Leadership Education @ Drury) program ............. $3,472.50

East Grand Community Services** Partial scholarships for students in learning and development focused child care programs ................. $5,400

Foundation for Springfield Public Schools** ELMO Visual Presenter packages for Title I middle schools ....................................................................................... $9,712

Good Samaritan Boys Ranch** Life skills curriculum and materials for Footsteps transitional living facility ..............................................$3,109

Greater Ozarks Chapter of the Red Cross Upgrade existing volunteer database software ..............$695

Junior League of Springfield** State-mandated training for the Crisis Nursery of the Ozarks’ staff ................................................................ $11,302

The Kitchen** Life skills project for youth at the Rare Breed Youth Outreach Center ..........................................................$21,038

Habitat for Humanity Assist in developing 56 reduced environmental impact houses ............................................................ $25,000

Pregnancy Care Center Relationship Education Series ....................................$16,200

Springfield Public Schools** Physical improvements and program enhancements at the Challenge Treatment Center ............................$14,539

Springfield Sister Cities Association** Concerts at Title 1 schools featuring musicians from Springfield’s Sister City ........................................... $4,816.50

Springfield Symphony Association** Multi-media concert for students at Title 1 schools focused on the solar system and space exploration ...................................................................................... $5,000

United Way Of The Ozarks** Hunger Hurts Kids program to provide food for elementary school students qualified for the free and reduced lunch program .........................................$7,000

Urban Neighborhoods Alliance Teacher on the Block program ..................................... $6,000

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COOVER GRANTMAKING PROGRAMThe Louis L. and Julia Dorothy Coover Regional Grantmaking program provides support for collaborative projects that improve the quality of life for individuals throughout the Missouri Ozarks region. Commerce Trust Company, a division of Commerce Bank, N.A., serves as trustee and investment manager for the Coover Foundation. A partnership was formed between Commerce Trust and the Community Foundation of the Ozarks in 2003 to significantly strengthen grantmaking opportunities throughout the region.

All Creatures Animal Rescue & Sanctuary Spay/neuter and vaccinate animals, repair and maintenance and address needs ............................... $20,000

Boys & Girls Club of the Ozarks Expand and enhance arts programs that provide children creative outlets and help them build positive self-esteem .....................................................................................$14,447

Bryant Watershed Project* Create hands-on, place-based learning opportunities focused on the natural environment and the region’s culture for students from area schools .......................$21,055

Child Advocacy Center Pay for difference between the cost and insurance reimbursement for sexual assault forensic exams (SAFE) of children residing outside of Greene County .................................................................................... $30,000

Community Health Clinic of Joplin Medical and dental service for 2500 uninsured patients in Barry, Barton, Dade, Jasper, Lawrence, McDonald, Newton and Vernon Counties ....................................$10,000

Hand in Hand Ministries/Multicultural Center Consultation and curriculum materials for the Homemakers Organizing and Parenting Effectiveness (HOPE) program .................................................................................... $30,000

Missouri Southern International Piano Competition Artistic services to bring this biennial project and related programs to schools & communities in Southwest Missouri .................................................................................... $30,000

Ozarks Literacy Council Abundant Books for Children (ABC) Project for families in Stone County ............................................. $15,277

Safety Council of the Ozarks/Safe Kids “Safe from the Start” program providing safety education to expectant parents .................................$18,500

National Kidney Foundation of Western Missouri Implement a project to reduce the incidence and risk factors for kidney disease throughout Southwest Missouri . $30,000

Wildcat Glades Conservation and Audubon Center* Development and construction of the Wildcat Glades Conservation and Audubon Center ............................$10,000

* Denotes grants that are part of CFO’s Stewardship Ozarks Initiative,

dedicated to building endowments and sustainability for conservation

organizations that are also part of CFO’s Endowment Partner program.

** Denotes the programs that are part of CFO’s $1.5 million commitment

to address children’s “red flag” issues over the next five years as part of

the Grantmakers’ Challenge for Children.

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Community Foundation of the Ozarks InformationFor information on the following community foundations, publications or staff members, please contact the Community Foundation of the Ozarks at (417) 864-6199 or the West Plains office at (417) 256-4725. Visit www.cfozarks.org.

Ash Grove Community FoundationAurora Area Community FoundationBenton County Community FoundationBolivar Area Community FoundationBourbon Community FoundationButler County Community FoundationCassville Community FoundationCrawford County Foundation, Inc. Dallas County Community FoundationDent County Community FoundationDouglas County Community FoundationEl Dorado Springs Community FoundationEldon Community FoundationFinley River Community FoundationCommunity Foundation of the Hermann Area, Inc.Hickory County Community FoundationHouston Community Foundation Jacks Fork Community FoundationLockwood Community FoundationMarshfield Area Community FoundationMonett Community FoundationMount Vernon Area Community FoundationMountain Grove Area Community FoundationNewburg Community FoundationNixa Community FoundationOregon County Community FoundationOzark County Community FoundationGreater Seymour Area FoundationRepublic Community FoundationRipley County Community Foundation, Inc.Community Foundation of Southwest Missouri, Inc. Ste. Genevieve County Community FoundationSt. James Area Community FoundationGreater Seymour Area Foundation Stockton Community FoundationTable Rock Lake Community Foundation

C om mu n i t y Fou nd a t i on o f t he Oz a rk s

Taney County Community Foundation Truman Lake Community FoundationCommunity Foundation of West Plains, Inc.Willard Children’s Charitable Foundation

StaffBridget Dierks – Coordinator of Foundation Relations

[email protected]

Gary Funk, Ed.D. – President [email protected]

Suzanne Grammer – Development Assistant [email protected]

Susanne Gray – Chief Financial Officer [email protected]

Mary Jo Griffith – Finance Assistant [email protected]

Julie Leeth, Ed.D. – Vice President [email protected]

Brianne McCormick – Director of Fund Accounting [email protected]

Gay Lynn Russell – Scholarship Coordinator [email protected]

Randy Russell – Senior Program Officer [email protected]

Carol Silvey – Senior Associate for Advancement [email protected]

Winter Skelton – Director of Donor Services [email protected]

Ryan Van Bibber – Communications Coordinator [email protected]

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Informational Publications Available:The Legacy SocietyOzarks Charitable Real Estate Foundation10 Steps to Giving Real Estate through the Ozarks Charitable Real

Estate FoundationYouth Empowerment ProjectCommunity Grantmaking GuidelinesEndowment Partners ProgramInvestment InformationHow Effective Non Profits WorkA Way of Giving Back to the CommunityDonors’ Stories & Guide to Charitable Giving—

Ozarks Philanthropy ProjectCreating a Fund with the Community Foundation of the Ozarks—

A Guide for the Professional AdvisorEstablish a Donor Advised or Family and Community Fund Enriching the ArtsStewardship Ozarks

Periodical Publications:Community Report Card – published biennially Newsletter – published three times each yearCommunity Foundation of the Ozarks Annual Report—

published once a year

Community Foundation of the Ozarks425 E. TrafficwaySpringfield, Missouri 65806(417) 864-6199888-266-6815Fax: (417) 864-8344www.cfozarks.org

West Plains Office27 Court SquareWest Plains, Missouri 65775(417) 256-4725

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Community Foundation of the · PDF fileCommunity Foundation of the Ozarks ... sold the land to...

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Transcript of Community Foundation of the · PDF fileCommunity Foundation of the Ozarks ... sold the land to...