News

2018 scholarship applications open


The Community Foundation administers a number of scholarship funds to support the educational aspirations of Monroe County community members. Applications are now open for the following 2018 scholarships:

Stinesville High School Alumni Scholarship

Deadline to apply: February 28, 2018

This scholarship is awarded to an Edgewood High School senior who has a Bean Blossom Township School affiliation. Consideration is given for academic as well as other achievements, leadership activities, extra-curricular skills, financial need, and the student’s work record.  View more information about Stinesville High School Alumni Scholarship.

Pi Beta Phi Alumnae Club Betty Burnett Welke Scholarship

Deadline to apply: February 28, 2018

This memorial scholarship honors Betty Burnett’s years of service and commitment to the Pi Beta Phi chapter at Indiana University. Applicant must be a member in good standing of the Indiana Chapter of Pi Beta Phi; be a sophomore or junior currently attending IU – Bloomington; have at least a 2.50 overall GPA, and exhibit outstanding service to the chapter and to IU.  View more information about Pi Beta Phi Alumnae Club Betty Burnett Welke Scholarship.

Monroe County Ag Day Scholarship

Deadline to apply: March 15, 2018

This scholarship is awarded to a current senior in high school who meets at least one of the following criteria: raised on a farm, member/former member of the Monroe County 4-H program, current member of an FFA chapter in Monroe County. Scholarship(s) may be used for college tuition, fees, books, and/or equipment necessary for coursework. Applicants may major in any area of study; however, preference will be given to those individuals majoring in Agriculture, Home Economics or Natural Resources.  View more information about Monroe County Ag Day Scholarship.

Carl Deal, Jr. Memorial Scholarship

Deadline to apply: March 15, 2018

This scholarship was created in honor of Carl Deal Jr.  Mr. Deal felt a strong passion for The Boys & Girls Club and their strong commitment and success in our community, the lives of his family and friends and he appreciated the commitment and impact that BGCB had on his life.  Carl was a long-time Boys & Girls Club member and wanted to give back to the young people of this community. Upon his death, his friends, co-workers and family coordinated an annual fundraiser known as “King’s Blues, BBQ & Funkfest”, in order to raise funds to create a scholarship to be presented annually to a current, or former Boys & Girls Club member, for post-secondary education or training. For more information and the online application, View more information about the Carl Deal, Jr. Memorial Scholarship.

Thomas Moeller Memorial Scholarship

Deadline to apply: April 15, 2018

This memorial scholarship honors Thomas Moeller’s musical talents and provides opportunities for students to pursue music education. Applicants are high school students – grades 10 to 12 who reside in Monroe County and wish to pursue music endeavors. Examples of expenses eligible for this scholarship award include, but are not limited to, rental or purchase of a musical instrument, music lessons, fees for musical competition, recording projects, vocal lessons, tuition for music camp (college tuition/fees for music and/or music education major may be considered).  View more information about the Tom Moeller Memorial Scholarship.

For specific questions on these or other scholarship opportunities, please contact Program Director Marcus Whited at [email protected] or 812-333-9016.

February 7, 2018: 100+ Women Who Care Meeting


Are you thinking about how you can make a difference in 2018? YOU’RE INVITED to 100+ Women Who Care Bloomington and Monroe County‘s next meeting on Wed, Feb 7. Come and learn how this giving circle supports local nonprofits that are saving lives, improving lives, and making our community a better place.

Here are a few reasons to join now or to renew your commitment to 100+ Women Who Care:

  • TIME: You’re busy, but you can commit to one hour every three months.
  • INFORMED GIVING: This is a chance to learn about – or let other women know about – the impactful work being done by our local non-profits.
  • FRIENDS: We are a caring and amazing group of women and we make an immediate and positive impact in our community.
  • NO ADMINISTRATIVE COSTS: 100% of our quarterly donations to go directly to the charity that we select.
  • IMPACT: Your quarterly donation becomes a part of a larger amount of money (more than $18,000 per quarter!) by joining together with other women—creating a powerful impact in our local area.
  • LONG-TERM POSITIVE EFFECTS: We have, together since November 2011, given nearly $650,000 to local agencies that are saving lives, improving lives, and making our community a better place.

100+ Women Who Care is open to any woman in Monroe County who wants to make a difference. Socializing/registration is 5-6 p.m. and the meeting will run 6-7 p.m. 

Upcoming Meeting Dates:

  • May 2, 2018
  • August 1, 2018
  • November 7, 2018

Learn more about 100+ Women Who Care at https://100pluswwc.wordpress.com/

Community Foundation announces $560,000 in grant initiatives

Thirteen nonprofits selected to receive $270,000 in Community Impact Grants; additional $290,000 in proactive granting distributed

The Community Foundation of Bloomington and Monroe County has announced that it is awarding $560,000 in competitive and proactive grants this year to local organizations. The grant recipients were honored at a special event on Thursday, January 11 at Hoosier Energy.

Thirteen nonprofit organizations have received Community Impact Grants, a competitive granting initiative totaling more than $270,000. The Community Impact Funding Initiative is co-funded by the Community Foundation and Smithville Charitable Foundation. The Community Foundation also announced that it is distributing $290,000 in proactive grants this fiscal year to serve Monroe County.

“A review of the grants selected for funding this year serves as a reminder of our community’s most compelling needs and opportunities,” said President and CEO Tina Peterson. “From preparing our young people for a successful tomorrow; addressing the changing face of healthcare and the significance of trauma in derailing success for many of all ages, these grants are both relevant and specific to the very real issues we face as a community.” 

“Dollars endowed by many generous donors over the last 28 years allow us to realize their philanthropic priorities and to fulfill our mission as an organization committed to ensuring that Monroe County is poised to thrive today and in the future.”

Competitive Granting

Grants funded through the Community Impact Funding Initiative aim to strengthen the community by supporting innovative projects with lasting impact by empowering local organizations to address pressing needs and compelling opportunities in Monroe County. This granting initiative is designed to support a broad range of community needs in arts and culture, social and health services, education, recreation, beautification, preservation, the environment, animal welfare, and community development.

This year represents the seventh year that Smithville Charitable Foundation joins the Community Foundation in funding Community Impact Grants. “We’re grateful for this partnership with Community Foundation of Bloomington and Monroe County,” said Darby McCarty, a governor on the Smithville Charitable Foundation Board of Directors and President/CEO of Smithville Communications. “This grant initiative is a wonderful example of a community foundation and a private foundation working together to enrich the lives of people in their community.”

Grants were awarded from an original field of 58 applicants and range in size from $10,000 to $50,000 for a total of $270,194.

2018 Community Impact Grant Recipients:

Banneker Community Center for a 15-passenger vehicle to expand participation for low-income children and teens in programs that inspire youth to maximize their full potential. – The grant will allow Banneker Center to increase the transportation radius from 1.5 miles to 3.5 miles for the Banneker Camp summer program, Break Days, Teen Drop-In Afterschool Program, and the Teen Mentoring Program.

Catholic Charities Bloomington to expand mental health and counseling services for children, families, and individuals that have experienced trauma, often due to the impact of the opioid crisis. – The grant will fund Eye Movement Desensitization and Reprocessing (EMDR) therapy, a technique proven effective in decreasing or eliminating the symptoms of post-traumatic stress; Theraplay, a family therapy approach for children with reactive attachment disorder and their families; and positive parenting and education coaching sessions.

Ellettsville Main Street for a paved, handicap accessible parking lot at the Heritage Trail to provide safe access for people of all abilities to Ellettsville’s only recreational pathway for walking, jogging and biking. – The matching grant will help to fund paved parking that will allow users a safer way to enjoy and access the trail.

Foundation of Monroe County Community Schools for the STEM Collaboration Lab at Bachelor Middle School to give students tools and experiences in preparation for careers and pathways in science, technology and engineering. – The grant will be used to create a lab where students can create, invent, tinker, explore, & discover science, technology, engineering and math (STEM) in an educationally relevant way.

Girls Inc. of Monroe County for a programmatic needs assessment to identify the challenges and opportunities of Monroe County girls ages 5-18, with a focus on girls of color, those from low-income families, and from rural communities. The grant will facilitate an assessment to evaluate current Girls Inc. programs and enable the organization to better tailor and increase participation in its programs and activities.

Humanetrix Foundation for technology forum events to increase the number of women pursuing computer science, technology and entrepreneurship training and careers. The grant will fund events for college students and professionals to promote technology skills, internships, companies, networking, and careers for women and increase female participation within the greater Bloomington technology sector.

Middle Way House to expand violence prevention programming into elementary schools to reduce the likelihood of future sexual and dating violence. – The grant will aid in hiring a part-time prevention specialist to expand youth prevention to elementary children, with the goal of allowing childhood sexual assault (CSA) survivors to seek help sooner, decreasing peer-to-peer perpetration, and better preparing students for prevention programming at the junior and high school level.

New Hope Family Shelter to support the purchase of property for a new facility to serve more families and children affected by homelessness – This grant will aid the relocation process of New Hope’s temporary shelter for homeless families and expand its low-income child care programs in a new location.

People & Animal Learning Services for the construction of new fencing to expand therapeutic and educational programs to help more children, adults and seniors with a variety of physical, cognitive, emotional, and social disabilities, or who are recovering from substance abuse. – The grant will provide for construction of additional fences on the property, which will increase capacity to serve clients participating in therapeutic riding programs.

Teachers Warehouse to expand free school classroom supply services to high school teachers – The grant will facilitate the successful expansion of free classroom supplies to teachers at high schools in Brown, Greene, Lawrence, Monroe, and Owen counties, previously only available to elementary and middle school teachers.

Volunteers in Medicine of Monroe County for a feasibility assessment of gaining Federally Qualified Health Center (FQHC) status to serve more low income and medically underserved individuals in Monroe and Owen Counties. – The matching grant will allow Volunteers in Medicine to conduct a feasibility study of gaining FQHC status. FQHC status would enable VIM to receive federal and state funding for services.

Wheeler Mission Ministries for the installation of a fire suppression system to expand capacity from 50 to 130 men at the emergency shelter The grant will help fund the installation of a fire suppression system including sprinklers, expanding capacity at the Center for Men. Shelter services are offered throughout the year to anyone regardless of religious preference, gender identification, race, background, etc.

WonderLab Museum for a STEM-focused museum experience for children ages birth to 3 years to meet the needs of an increasing number of visitors in this key age group and establish strong educational foundations for young children. –The grant will help to fund the creation of “Science Sprouts Place,” a new 600 square foot exhibit area with science, technology, engineering and mathematics experiences for children ages birth to 3 years and their caregivers. Experts in early childhood education recognize that effective STEM education begins at birth and that investment in early learning pays off through adulthood, with positive effects on educational achievement and professional success.

Proactive Granting

While competitive granting serves as one vehicle for addressing pressing needs and compelling opportunities, the Community Foundation Board also provides proactive funding in areas of particular relevance to our community. These grants are generally funded from field of interest funds established by donors to address specific focus areas along with the Community Foundation’s unrestricted funds. This fiscal year (July 1, 2017-2018), the Community Foundation is providing focused, proactive funding in the areas of innovative programming for children, parental engagement, health, and the arts. Grants range in size from $10,000 to $75,000 and total $290,000.

Proactive Grants:

Centerstone for transitional housing and treatment for women in recovery The grant will provide seed funding for a six-bed transitional housing and treatment program for women recovering from substance abuse and their children. This transitional housing and treatment center will be Bloomington’s first to serve women who are pregnant or who have young children and will provide childcare support and parenting education along with substance abuse treatment. Currently, there is no housing option for women in recovery that enables them to keep their young children with them, rather than in foster care, a proven best practice and option for children, when feasible.

Monroe County Community School Corporation to support the creation of an additional pre-K classroom at Grandview Elementary School. This will be the seventh tuition-free pre-K classroom at a Title I school that the Community Foundation has helped establish in MCCSC. The goal is to increase access to affordable early childhood education. This classroom will serve another 20 children in need of high-quality learning.

Monroe County United Ministries to support expansion of the Compass Early Learning Center. The Community Foundation grants will support critical infrastructure improvements and bridge funding for additional staff, allowing Monroe County United Ministries to increase the number of children served through the early learning center.

Monroe County Community School Corporation and Richland-Bean Blossom Community School Corporation to support and facilitate the parental engagement program for families of children in early learning programs. The grants will fund a preschool parent liaison position through MCCSC and support the RBBCSC preschool parent engagement program.

Women Writing for (a) Change Bloomington to expand community creative writing programs – The grant will allow Women Writing for (a) Change Bloomington to expand outreach to other vulnerable populations connected to nonprofits in Monroe County such as Stone Belt, Stepping Stones, Big Brothers Big Sisters, and others. The grant will facilitate funding for outreach and new writing classes and workshops for clients, volunteers, and staff.

Community Development Finance Institutions. Additionally, the Community Foundation is working with the Bloomington Urban Enterprise Association and the City of Bloomington to explore the potential for employing Community Development Finance Institutions to generate economic growth and opportunity, in particular amongst underserved populations. CDFIs can support communities through attracting private sector investment to support community development initiatives such as affordable housing, job creation, and nonprofit sector financing. 

Several 2018 grant recipients shared how these grant funds will impact their organizations and communities:
“New Hope for Families is thrilled to receive a Community Impact Grant this year to help us begin the process of relocating our services,” said Emily Pike, director of The Nest at New Hope. “We are excited for the future of this project and feel so fortunate to have the Community Foundation as a partner.”
 
“I am so grateful to the Community Foundation for providing us the opportunity to expand our prevention work,” said Debra Morrow, executive director of Middle Way House. “We feel that it is so valuable to expand in this area as we continuously strive to reach more youth. While the immediate crisis work we do is vital, we must simultaneously work to prevent future violence.”

About the Community Foundation: Created by individuals, families, and businesses who share a passion for Monroe County and a vision for its future, the Community Foundation of Bloomington and Monroe County has granted $27 million to more than 400 local nonprofit organizations since its incorporation in 1990. With a growing $32 million endowment, the Foundation makes a difference by connecting caring people, important causes, and community resources.

About the Smithville Charitable Foundation: Inspired by altruism, the Foundation’s main goal is to enrich the lives of those around them by creating opportunities and bringing necessities to communities in its areas of service. As a private foundation, it works closely with community foundations in surrounding counties and supports a variety of causes related to religion, education, health, relief of poverty or distress and various public organizations.

January 11, 2018: Community Impact Grant Awards


Join us for a special reception to recognize and honor the 2018 Community Impact Grant Recipients! The Community Impact Funding Initiative is a collaborative effort of the Community Foundation and Smithville Charitable Foundation.

Thursday, January 11 at 5:30 p.m.
Hoosier Energy
2501 Cooperative Way
Bloomington, IN 47403
Directions

Please RSVP by Wednesday, January 10. We will provide a list of event attendees to our friends at Hoosier Energy for check-in prior to the event. For event questions, contact Dea Szatkowski at (812) 333-9016 or [email protected].

Community Foundation receives $800,000 gift, largest in its history

Gift from Judith Feldpausch estate to benefit seven Monroe County nonprofit organizations

The Community Foundation of Bloomington and Monroe County announced today that it has received its largest single donation to date from an individual or family – an estate gift worth more than $800,000 – from the late Judith “Judy” Feldpausch.

Prior to her death in December 2016, Feldpausch created a lasting legacy through a planned gift to endow funds that would benefit seven local Monroe County nonprofits. With this gift, the Community Foundation has established the Judith B. Feldpausch Fund, which will provide annual grants in perpetuity to Big Brothers Big Sisters of South Central Indiana, Habitat for Humanity of Monroe County, the Monroe County Humane Association, People and Animal Learning Services, American Red Cross services benefiting Monroe County, The Salvation Army – Bloomington, and Volunteers in Medicine.

Part of the gift was funded by Judy’s designation of the Community Foundation to receive a share of her IRA account, and the rest came as a gift of the residue of her estate under the terms of her will and her trust.

“This is the largest planned gift our Community Foundation has received in our 27-year history,” said President and CEO Tina Peterson. “We are humbled by the opportunity to honor Judy, her generosity, and her thoughtful philanthropic work through this endowment. With this gift, Judy leaves a legacy of caring, compassion, and generosity.”

Feldpausch moved to Bloomington with her husband, Richard K. “Dick” Feldpausch, in 1999. Dick retired from Felpausch Food Centers, a Michigan-based grocery chain, in 1996 following 45 years of service in the family business. After he passed away in 2003, Judy stayed in Bloomington. Judy was passionate about animals, especially horses, and helping families in need. She moved to North Carolina to be near family in 2013. Judy was survived by three children, four step-children, one brother, 14 grandchildren and several great-grandchildren.

“We are grateful to Judy for her passion for making Monroe County a better place,” added Peterson. “At the Community Foundation, our mission is to create positive impact to improve the quality of life in our community. Judy’s estate gift is an example of the power of giving exponentially, advancing the Foundation’s capacity to meet the community’s most pressing needs and compelling opportunities, year after year, forever.”

The Community Foundation will invest the estate gift from Judy Feldpausch so that it will grow over time, while also distributing funds annually to each of the seven organizations to support their charitable work.

The Judith B. Feldpausch Fund will exist in perpetuity at the Community Foundation and is the newest of more than 215 funds that make up the Foundation’s $32 million+ in assets. “This is one of many gifts that have advanced the Community Foundation toward a goal set in 2012 to double our endowment to $40 million by 2022,” said Peterson. “Through careful stewardship, wise financial management, and informed grantmaking strategies, the Foundation is well equipped to honor the intentions of the growing number of donors, like Judy, who have entrusted us with many planned gifts. We have the expertise and capabilities to serve in this trusted role for the benefit of our community.”

For more information on planned giving to the Community Foundation, please contact Meagan Niese, Development Director, at [email protected] or (812) 333-9016.

About Community Foundation of Bloomington and Monroe County:
Created by individuals, families, and businesses who share a passion for Monroe County and a vision for its future, the Community Foundation of Bloomington and Monroe County has granted $25 million to more than 400 local nonprofit organizations since its incorporation in 1990. With a growing $32 million endowment, the Foundation makes a difference by connecting caring people, important causes, and community resources.

Aaron Nunes and Greta Stephenson selected as 2018 Lilly Endowment Scholars


The Community Foundation of Bloomington and Monroe Country has announced Monroe County’s 2018 Lilly Endowment Community Scholarship recipients. Mr. Aaron Nunes and Ms. Greta Stephenson will each receive a four-year, full-tuition scholarship to an Indiana public or private college of their choosing. In addition to the cost of tuition, they will receive a $900 annual stipend for books and other required materials.

Aaron Nunes of Bloomington High School South is the son of Clayton and Sunita Nunes. He is vice president of the National Honor Society and member of the Student Council, French Club, School Band, Habitat for Humanity Club, and Solar Racing Team. Nunes has participated in a number of athletic programs, including cross country running, taekwondo and weightlifting. His community activities include Boy Scouts of America, serving as a team leader with Monroe County Youth Council, volunteering at WonderLab and participating in the St. Charles Youth Group.

Through his extracurricular activities, Nunes has traveled overseas to Le Mans, France as part of the Bloomington High School French Exchange Program, to Japan with the Solar Racing Team, and to Uganda on a mission trip with St. Charles Youth Group. He is planning to attend Purdue University next fall.

“I am honored to be chosen as a Lilly Scholar,” said Aaron Nunes. “I would like to thank the Lilly Endowment, my family, friends, teachers, and mentors who have helped me and continue to support me.”

Greta Stephenson of Bloomington High School North is the daughter of Bruce Stephenson and Maria Schmidt. She is a team captain of the Science Olympiad team and recipient of the Butler Science Olympiad Scholarship. She is also a member of the Orchestra, Tri-M Music Honor Society, National Honor Society, Spanish National Honor Society, and Leadership Opportunities Through Service. Her community activities include Girl Scouts, volunteering with the Interfaith Winder Shelter and Salvation Army Community Backpack Program, tutoring and working as a child care provider at First United Methodist Church and St. Marks United Methodist Church. Greta plans to attend Indiana University in the fall and major in secondary math education.

“I am honored to receive this scholarship, and it is wonderful to be recognized in the community,” said Stephenson. ” I am very thankful to the Community Foundation and to my family and friends for their endless support and encouragement.”

“I want to congratulate Aaron and Greta on this incredible achievement, and also thank all of Monroe County’s Lilly Scholarship Finalists for the time they dedicated to this process,” said Tina Peterson, Community Foundation President and CEO.

“In Monroe County, our Lilly Scholarship Finalists are chosen not just for their academic success, but also for how they give back to their communities,” she added. “Through their deeds and actions, each of these talented young people have exhibited a depth of character and integrity that cannot be accidental. We look forward to following each their journeys and invite them back to seek out careers in Monroe County after they complete their educations.”

Ten area high school seniors were selected as finalists for the scholarship. Evaluation of Monroe County’s Lilly Scholarship applications is a two-part blind review process. Applications are first reviewed and independently scored by members of a Lilly Scholarship committee at each Monroe County high school. The scored applications are then submitted to the Community Foundation, and finalists are identified from each school. The Community Foundation Scholarship Selection Committee, which is made up of members of the community and former Monroe County Lilly Scholars, blindly reviews and scores applications from the finalists. Each finalist is interviewed, and their interview scores are combined with scoring from the written portion of their application. The rankings, along with the committee’s recommendations are then submitted to Independent Colleges of Indiana, Inc., a nonprofit corporation representing 30 regionally accredited degree-granting colleges and universities in the state.

“The Lilly finalists represent our hope for the future,” said Jessika Hane, chair of the Community Foundation’s Scholarship Selection Committee. “Meeting each finalist, getting to know them, sharing their aspirations and dreams during the interview process reminds all of us of the great potential of young people. Greta and Aaron are shining examples of the light and leadership these students bring to our community, and to the world.”

Since 1998, the Lilly Endowment Community Scholarship Program has assisted more than 4,500 Indiana high school graduates with more than $372 million in tuition to pursue baccalaureate degrees at Indiana colleges and universities. The program is administered by Independent Colleges of Indiana and community foundations in each of Indiana’s 92 counties.

The Community Foundation of Bloomington and Monroe County has also announced that the eight other 2018 Lilly Scholarship finalists will receive $1,000 scholarships to use at a college or university of their choosing:

2018 JPMorgan Chase Bank Scholarship Recipients
Mikayla Deckard, Edgewood High School
Hadley Knaus, Bloomington High School South
Ryan Paquette, Bloomington High School North

2018 Community Foundation Scholarship Recipients
Zoe Berensztein, Bloomington High School South
Caleb Cooper, Lighthouse Christian Academy
Zachary Kovach, Edgewood High School
Mac Rogers, Bloomington High School North
Sage Sherfick, Academy of Science and Entrepreneurship

Previous Lilly scholarship recipients from Monroe County include:

2017
Betsy Beggs (BHSS); DePauw University
Frances Kincaid (BHSN); Indiana University
2016
Greer King (BHSN); Indiana University
Brian Emmons (BHSN); Indiana University
2015
Sidrah Din (BHSS); Rose-Hulman
Riley Callahan (Lighthouse Christian Academy); Rose-Hulman
2014
Emma St. John (BHSN); Indiana University
Winston Winkler (BHSN); Indiana University
2013
Hannah Alani (BHSS); Indiana University
Shannon Jager (BHSN); DePauw University
2012
Evelyn Bauman (BHSS); Notre Dame
Alex St. John (BHSN); Indiana University
2011
Maha Elsarrag (BHSN); Indiana University
Lynne Bauman (BHSS); Notre Dame
2010
Bhavin Patel (BHSN); Indiana University
Stephen Zerfas (BHSN); Notre Dame
2009
Miranda Arthur (Edgewood); Butler
Audrey Ernst (Edgewood); University of Indianapolis
2008
Ashley Larason (BHSS); Purdue University
Thomas Weakley (Edgewood); DePauw / Indiana University
2007
Meehan Lenzen (BHSN); Notre Dame
Kristen Miller (BHSS); Indiana University
2006
David Kim (BHSN); Notre Dame
Jenna Beasley (BHSN); Indiana University
2005
Manisha Patel (BHSN); Indiana University
Jesse Pontius (BHSN); Purdue University
2004
Ryan Hodge (Indiana Academy); Rose-Hulman
Isaac (Ike) Dolby (BHSN); Purdue
Jennifer (Laird) Black (BHSS); Butler
Tara Langvardt (Edgewood); DePauw University
Caitlin (Odya) Homenda (Edgewood); Indiana University
Mark Strother (BHSN); Indiana University
2003
Amber (Knowlton) Todd (BHSS); Indiana University
David Courtney (BHSS); Earlham
Jennifer Richardson (BHSN); Indiana University
Robert (Matt) Hawkins (Edgewood); Rose-Hulman
Abram Hess (Indiana Academy); Indiana University
Anand Patel (BHSN); Indiana University
2002
Theodore (Tio) Savich (BHSN); Earlham
Aliese Sarkissian (BHSN); DePauw University
Virginia Chappell (BHSS); Indiana University
Michael Kruszynski (Indiana Academy); Rose-Hulman
James Moynihan (Edgewood); Butler
Andrea (Stalcup) Wallace (Edgewood); University of Evansville
2001
Lindsay Kile (Edgewood); Purdue
Ruthie (Willsey) Sterrett (BHSS); Purdue
Ann Marshall (BHSN); Indiana University
Elizabeth Sloan (BHSN); Indiana University
Reed Carmichael (BHSN); DePauw University
Talialin Fehrenbach (BHSS); Butler
2000
Andrew Krebbs (Edgewood); Indiana University
Michael Goodman (BHSN); Indiana University
Alison O’Malley (Edgewood); Butler
Morgan Volrich Riggs (BHSN); Indiana University
1999
Kathleen Tran (BHSS); Indiana University
Aaron Ray (Edgewood); Indiana University
Amanda Horvath (BHSS); Notre Dame
Nathan Fuller (BHSN); Rose-Hulman
1998
Amber (Martindale) Yount (BHSS); Butler
Rebecca (Strain) Spriggs (Edgewood); University of Evansville

About Community Foundation of Bloomington and Monroe County:
Created by individuals, families, and businesses who share a passion for Monroe County and a vision for its future, the Community Foundation of Bloomington and Monroe County has granted $25 million to more than 400 local nonprofit organizations since its incorporation in 1990. With a growing $32 million endowment, the Foundation makes a difference by connecting caring people, important causes, and community resources.

‘Tis the season for giving!

Five ways to make your giving count before 2017 ends

Now is a great time for giving. When you make a donation by December 31 to the Community Foundation, you aren’t just giving money—you’re creating positive impact that makes Monroe County better. Here are five ways to make the most of your year-end giving.

1. Give early and complete your gift by December 31. 
A gift by check is complete when mailed (postmarked) by December 30. Gifts by credit card are complete when your credit card account is charged. Even if it’s last minute, you can donate online up until 11:59 p.m. on December 31st. Be sure to note which fund you’d like to support. View the CFBMC Fund List.

2. Review your stocks. 
Consider a year-end gift of appreciated stock. If you gift stock, you will receive a charitable deduction for the current market value of the stock, which can provide significant savings in capital gains tax. Stock transfers can take several days. Contact your advisor soon to take advantage of this giving vehicle. View our guide to maximize tax savings with gifts of stock.

3. Give with your retirement plan. 
If you’re receiving taxable income from an IRA, the Charitable IRA Rollover Act allows donors age 70 ½ or older to donate up to $100,000 from their IRA without counting the distribution as income. Learn more about using your Required Minimum Distributions (RMD) to support the causes you care about most. View our IRA Rollover Fact Sheet. Donors interested in an IRA rollover gift for the 2017 tax year should contact their financial advisors soon to take advantage of this benefit by December 31st.

4. Give now—decide later.
 If you need a charitable tax deduction this year but are undecided about which nonprofits to support, consider opening a donor-advised fund at the Community Foundation. You can claim a deduction for contributions to your fund now even though distributions from the fund would be made in future years. Contact us for details.

5. Let the Community Foundation do the legwork.
 Working with us gives you access to our extensive knowledge of the local nonprofit community and the needs of our county. We’re here to help you achieve your charitable goals. Email Meagan Niese or call 812-333-9016 to get started.

Thank you for making a difference in Monroe County! Happy Holidays!

CFBMC Newsletter, November 2017

Subscribe to the CFBMC Newsletter.

Community Foundation gives update on giving, granting, and impact at annual event

Tina Peterson at Annual Meeting

CFBMC held its 2017 Annual Report to the Community on November 2. The annual event provided an opportunity to celebrate the organization’s activities that connect caring people, important causes, and community resources. The Foundation gave updates on its endowment, fundraising, granting and leadership initiatives.

“As an organization built on endowments, our mission is focused on both today and tomorrow,” said President and CEO Tina Peterson. “We know that change today is positively essential to sustaining this community’s tomorrow. Our job, as an organization, is to empower those people, organizations, and nonprofits that drive the change Monroe County needs to succeed.”
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Sycamore Land Trust endowment helps ensure environmental education programs live forever

Sycamore Land Trust Educational Endowment

Since 2005, the Sycamore Land Trust Environmental Education Program has provided hands-on learning experiences to people of all ages, free of charge. Today, Sycamore Land Trust provides its educational program to more than 5,000 people per year. In 2015, the Monarch Environmental Education Endowment, housed at the Community Foundation, was created to allow its educational program to grow and sustain long-term.
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Impact grants fuel collaboration to address food insecurity, healthy foods, and job training

Growing Opportunities Greenhouse

We believe the greatest impact is achieved when multiple organizations come together to address a community need or opportunity. We’re pleased to share how Hoosier Hills Food Bank, South Central Community Action Program, Growing Opportunities, and Stone Belt are working together to address food insecurity, healthy foods, and job training. Over the years, the Community Foundation has awarded a number of Community Impact Funding Initiative grants that have made this collaboration possible.
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CFBMC partners with Centerstone to fund transitional home for women recovering from substance abuse disorders

Woman Embracing Child

CFBMC is partnering with Centerstone to establish Monroe County’s first transitional housing for women recovering from substance abuse disorders and their children. The program will provide a safe therapeutic environment to serve as a bridge between initial treatment and re-entry into the community. In addition to housing and treatment, the program will help women develop the coping, life and parenting skills necessary for recovery, self-sufficiency, and stability.

“Similar programs in Indiana that allow young children to stay with their mothers are showing tremendous and promising long-term trajectories for women and children,” said Peterson. “Centerstone has the staff, the training, and the expertise to support these women and their children and we are grateful for the opportunity to impact their life-changing work.”
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Thrive by Five Campaign to ensure sustainability of early childhood initiatives

Thrive by Five Logo with Photos of Children

There’s never been a better time to be a preschooler in our community. Like never before, they have opportunities to succeed, to excel, and to conquer life. Since 2009, the Community Foundation has invested $1.2 million to increase access to affordable, high-quality early childhood education through its leadership initiative, Monroe Smart Start.

This year the Community Foundation is planning to build on the momentum for early childhood education by raising $1 million in new funds through the Thrive by Five Campaign. Once the goal is met, this endowment fund will generate $42,500 each year to sustain and support early childhood education programs in our community forever.
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Preschool applications open for On My Way Pre-K program in Monroe County

On My Way Pre K logo and contact information

Help us get the word out! Applications are now available for Monroe County income-eligible families with children to apply for free pre-K starting this January. Indiana’s state-funded prekindergarten program, On My Way Pre-K, provides tuition-free education grants for 4-year-olds from low-income families to attend high-quality pre-K. The Community Foundation also provides grant dollars as part of the 5% required On My Way Pre-K community match contribution.

For information on enrollment and eligibility, go to ONMYWAYPREK.org.

2018 Lilly Scholarship finalists announced

2018 Lilly Scholarship Finalists

Congratulations to Monroe County’s 2018 finalists for the Lilly Endowment Community Scholarship! These ten high school seniors were recently honored at the Community Foundation’s Annual Report to the Community.

Two of the finalists will be selected to receive a four-year, full-tuition scholarship to an accredited Indiana public or private college of their choosing. Monroe County’s 2018 Lilly Endowment Scholarship recipients will be announced in early December.
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Sixty-five nonprofits receive annual distributions

Monroe County Courthouse

Sixty-five nonprofit agencies recently received annual grant distribution checks from funds established at the Community Foundation. This year, more than $316,000 was distributed to agencies. These endowed funds were created by single donors, groups of donors or by the agencies themselves. Grants from agency and designated funds provide much needed operational support for local organizations and represent some of the ways that the Community Foundation distributes funds to support local nonprofits. Thank you to the donors who make these distributions possible each year through gifts to long-term endowments and to the nonprofits that do incredible work in our community. See List of Nonprofits


Donors establish 17 new funds this year

The Community Foundation fuels lasting impact in Monroe County through our 217 funds designated to address a range of community needs. Since July 1, 2016, we’re thrilled to share that 17 new funds have been created! Thank you to the generous donors that made these funds possible.
See List of New Funds


Community Foundation welcomes three new board members

Jessika Hane, Jeff Wuslich, and Jeremiah Young

CFBMC added three new members to its Board of Directors this year. Jessika Hane (human resources director at Oliver Winery), Jeff Wuslich (co-founder of Cardinal Spirts) and Jeremiah Young (president of Nature’s Way) have been elected to serve a three-year renewable term effective July 1, 2017.

“These three individuals are exceptional advocates for our community and passionately believe in the mission of the Community Foundation,” said President and CEO Tina Peterson. “We’re fortunate to have them on our team!”
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Great ways to give through appreciated stock and IRA distributions

Scott Walters

Guest column by Scott Walters. There are many wonderful methods of charitable giving. While I am a firm believer that all charitable giving is important and purposeful, I also believe that there are often better, more efficient ways to give.

Gifts of appreciated property are one of the most effective ways to fulfill your charitable goals. Other types of gifts, such as real estate, mineral interests, art, and other collectibles, are examples of the assets that may often be appreciated and, therefore, are candidates to be given to a charity. The most common asset that is used for this technique is appreciated stock.
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End-of-year giving and holiday hours

Year-End Giving Graphic

The holidays and the end of the year are quickly approaching, but you still have time to make a charitable gift to the Community Foundation and take advantage of 2017 tax benefits! Support your favorite organization or cause by donating to one of our 217 funds or choose to make an unrestricted gift to help meet Monroe County’s most pressing needs. Regardless of how you give, your gift will continue to have an impact well beyond this year through our growing endowment.

Online Donations: Contributions through our website are processed immediately and securely. Gifts can be made up until 11:59 pm on December 31 to count as a 2017 tax deduction.

Checks: Checks must be dated and postmarked on or before December 30 to be considered a 2017 tax deduction.

Stock Transfers: Donating appreciated stocks, bonds or mutual funds is quick, simple and may provide you with significant tax benefits. These gifts are transferred directly from your brokerage account to a fund at the Community Foundation. Please call us at (812) 333-9016 for more information.

IRA Rollovers: If you’re receiving taxable income from an IRA, the Charitable IRA Rollover Act allows donors age 70 ½ or older to donate up to $100,000 from their IRA without counting the distribution as income. View our IRA Rollover Fact Sheet for more information. Donors interested in an IRA rollover gift for the 2017 tax year should contact their financial advisors soon to take advantage of this benefit by December 31st.

We’re open weekdays 8:30 a.m. – 5:30 p.m. to assist you. However, we will be closed November 23-24, December 25-26, and January 1. Contact us with your end-of-year giving questions at (812) 333-9016 or [email protected].
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Upcoming events and important dates

February 7: 100+ Women Who Care Quarterly Meeting. More information.
February 23: 50+ Men Who Care Quarterly Meeting. More information

Sycamore Land Trust endowment helps ensure environmental education programs live forever

On an overcast morning in the fall, 15 Bloomington High School North environmental science students gather near a stream at the Griffy Lake Nature Preserve. They divide into groups and gather equipment — nets, collection bins, test tubes, and even hip waders. Sycamore Land Trust‘s Environmental Education Director, Shane Gibson, describes the river watch exercise the group will conduct that day. With the help of Gibson and Sycamore volunteers, the students spend the next two hours in the stream collecting and analyzing data on water flow, habitat, chemicals, and macroinvertebrates.

Later that same week, Gibson travels to Unionville Elementary School to meet up with a class of 15 kindergartners. He leads the class in an exercise all about trees — from seedling to root system, to trunk, branches, leaves, and fruit. The class then goes outside to gather tree nuts of all varieties to learn how and why squirrels collect and store them for winter.

“Once you gain an appreciation for nature, that’s when the conservation and deeper level of understanding kicks in,” says Gibson. “We’re providing those initial experiences of awareness and observation that we hope later in life contribute to greater understanding.”

Since 1990, Sycamore Land Trust has preserved more than 9,100 acres of land in 26 southern Indiana counties, including hardwood forests, native prairies, family farms, wetlands, and critical habitat for threatened and endangered species. Sycamore’s Environmental Education Program was added in 2005 to connect people of all ages with nature and foster the next generation of conservationists.

Sycamore provides hands-on educational opportunities on its nature preserves as well as in classrooms and schools. Gibson works closely with educators and community groups to customize lessons that meet teaching objectives. Lessons often include math, science, discovery, hiking and exploring, reflective writing, experimentation, collection of data, analysis, and interpretation.

In 2015, Sycamore Land Trust collaborated with the Community Foundation to create a new endowment fund that would allow its educational program to grow and be sustainable long-term. The Monarch Environmental Education Endowment is one of three designated endowment funds that support the organization and will help to ensure that these programs can continue to touch lives forever.

“Partnering with the Community Foundation is a natural fit because, like Sycamore Land Trust, the Community Foundation is also in the business of forever,” said Christian Freitag, Executive Director of Sycamore Land Trust.

In 2016, Sycamore rallied support for its educational endowment and took advantage of a Community Foundation agency endowment match opportunity. Thanks to generous donors and supporters, the Monarch Environmental Education Endowment has continued to grow every year. Sycamore expects this fund to reach more than $900,000 in early 2018, with a concerted effort to reach a $1.3 million goal by the end of the year. Once this goal is met, distributions from this fund will cover the majority of costs of the educational program on an ongoing basis. In the meantime, Monarch Fund endowment fund distributions help to make it possible for Sycamore to provide its environmental education program free of charge to more than 5,000 people per year.

“Sycamore Land Trust can sit in people’s living rooms and say, ‘Because of your support, because of your investment, Indiana will be a different place in 100 years,’” added Freitag. “Our children are going to have access to life-changing programming that they wouldn’t otherwise have. I think the future is only going to grow for this program.”

Learn more about Sycamore Land Trust’s Environmental Education Program. To support this endowment, Donate Now, and select Fund Name: “Monarch Environmental Education Fund.”

Great ways to give through appreciated stock and IRA distributions


Guest column by Scott Walters, chair of the Community Foundation Professional Advisor Council.

There are many wonderful methods of charitable giving. While I am a firm believer that all charitable giving is important and purposeful, I also believe that there are often better, more efficient ways to give.

Gifts of Appreciated Stock

Gifts of appreciated property are one of the most effective ways to fulfill your charitable goals. The most common asset that is used for this technique is appreciated stock. Other types of gifts, such as real estate, mineral interests, art, and other collectibles, are examples of the assets that may often be appreciated and, therefore, are also candidates to be given to a charity. 

For example, if you’ve owned 100 shares of a stock for many years in a company that has been successful and, as a result, the value of the stock has risen significantly from when you bought it at $10/share to $100/shares today. The shares that are now worth $10,000 have a tax cost basis of only $1,000. If you were to sell the stock and give the resulting cash for charitable purposes, the proceeds of the sale would first be exposed to the capital gains tax, typically in the range of 20% or higher for most taxpayers. So, the $10,000 sale proceeds, once reduced by the tax of $1,800 ($9,000 x 20%), is now only $8,200 that would be available to be given to the charity.

If instead of selling the stock in the example above you would give the stock to the charity directly, the full value of the stock ($10,000) would be realized by the charity. In addition, you receive a federal charitable deduction of $10,000, rather than $8,200 when the stock is sold before being given to charity. The combined benefit of avoiding capital gains tax and the greater charitable deduction make a very clear case for giving appreciated stock.

Charitable Distributions from IRA Accounts

A relatively new provision of tax legislation allows you to use an Individual Retirement Account (IRA) to make a charitable gift, or Qualified Charitable Distribution (QCD). To qualify for this opportunity, the IRA holder must be 70 ½ or older and may give up to $100,000 per year to any number of charitable organizations. Only public charities qualify for this technique of giving. So private family/corporate foundations, donor-advised funds, and split-interest charitable trusts do not qualify.

This is a particularly effective giving method when the IRA holder is able to direct some or all of their Required Minimum Distribution (RMD) to this method. In effect, they avoid paying tax on the amount that is directed to the charity. This can be very effective if the IRA holder does not itemize deductions on their tax return and, therefore, does not get the benefit of the charitable deduction.

So, isn’t it great that not only can you fulfill your instincts to give to causes that you care about and also, at the same time, satisfy the need to be as efficient as possible with your financial resources? I think so!