Connecting Generations for a Better Tomorrow

Transcription

1 Connecting Generations for a Better Tomorrow Mathile Family Foundation Annual Report 2006

2 Love begins by taking care of the closest ones - the ones at home. Mother Teresa

3 Dear Friends, As much as we try, in today s hectic times, staying in touch with those we love can be a challenge. Out of necessity, we often use high-tech gadgets to reach out to our children and our fifteen grandchildren. Of course, technology will never replace the most important connection of all the human connection. The theme of this report, Connecting Generations for a Better Tomorrow, reflects our desire to encourage you to share your values and beliefs with your family. Whether we re talking at the dinner table or offering hugs, smiles and words of encouragement, when we connect with our children we strengthen the leaders of tomorrow. In 2006, our grant recipients successfully used technology in various ways to strengthen important connections with children and families in need. As parents, we use technology and love to communicate to our family the importance of serving as thoughtful stewards of God s gifts. We are moved by the next generation s commitment and involvement in our philanthropy. To see our family continue this tradition both fulfills a personal vision and achieves a primary goal of the Foundation. However you choose to share your passion, we know that a better tomorrow begins by connecting generations today. Mother Teresa once said, If there is no peace, it is because we have forgotten that we belong to each other. We believe peace begins in the family and then radiates out into the world. We are connected not only to family but rather to all of humankind. In His Service, MaryAnn Mathile Clayton L. Mathile 3

4 Dear Friends, I have known the Mathile Family for more than a decade. Mary, Clay, and their children have devoted their time and resources, both personally and through the Mathile Family Foundation, to make a difference for children and families in need. Our mission, To create opportunities for children in need by focusing support to children and their families who have already exhibited the motivation to succeed, reflects the fundamental values and beliefs that have clearly been passed down from generation to generation. After fifteen years and more than $150 million in grants to support mostly Daytonarea nonprofit organizations, the Foundation remains a family endeavor. Connecting Generations for a Better Tomorrow is an ongoing process, and in 2006 the Foundation forged some profound changes. We began the year with the development of the first Web site in the history of the Foundation; This is huge for us, and we are very excited about our ability to quickly connect with the communities we serve. Now potential grantees can submit proposals online. We also distributed millions of dollars to nonprofit organizations for projects that fit our Education and Health focus areas. We credit our newest board member, Mary E. Walsh, Ph.D., a professor at Boston College, with our emerging dedication to improve the health and mental well-being of children and families in need. Within these pages, you will see how this multi-generational Foundation grows ever stronger as it prepares to fulfill its mission in new and exciting ways. We celebrate the accomplishments of our 2006 grant recipients, and we applaud them for their ongoing commitment to preserve and protect the Mathile Family s legacy for generations to come. Table of Contents The Glen at St. Joseph 6 PACE 8 Chaminade-Julienne 9 Scholarships 10 Q Grants 12 Q Grants 14 Q Grants 16 Q Grants 18 Cincinnati Children s Hospital Medical Center 20 Northcutt Residential Treatment Center 22 Womanline 24 Application Guidelines 26 Mathile Community Awards 28 The Children s Medical Center of Dayton 30 YMCA of Greater Dayton 32 Aviation Heritage Foundation, Inc. 34 Application Guidelines 36 Sincerely, Trustees and Staff 37 Financials 38 Final Thoughts 40 Gregory S. Edwards Executive Director 4 5

5 EDUCATION EDUCATION CONNECTIONS Education is one of the surest paths to success and happiness in life. Helping kids like me get the most out of school today means they re more likely to love learning for a lifetime and encourage their own kids to do the same someday. Smithsonian Institution: Links to the museums, exhibits, and online resources. The Idea Box: Fun activities and crafts submitted by site visitors. NASA: Special sections for kids, students, and teachers.

6 The Glen at St. Joseph Operating Support When single mothers struggle to provide their children with stable homes and necessities such as food, clothing, and medicine, the challenges of daily survival can be overwhelming, leaving little opportunity to focus on the future. The Glen at St. Joseph was established to create that opportunity, giving women and children in need a supportive, spiritual place to live while working to build a better life for themselves. In October 2006, The Glen opened its doors to welcome an initial group of seven families. Almost immediately, the mothers began attending life skills classes, undergoing career assessments, and making plans for job training or post-secondary education to support their long-term goals. While the moms were in class or counseling sessions, their children enjoyed learning and playing in The Glen s newly certified early learning center. Additional programs in the planning stages include courses on financial management and parenting skills. Because families are expected to remain at The Glen for up to two years, additional small groups of families will be welcomed on a rolling basis through 2008 until the facility reaches capacity. A grant from the Mathile Family Foundation provided support for The Glen during the construction of its 105,000-square-foot complex and the first few months of operation. Located in the historic Twin Towers neighborhood of Dayton, The Glen contains 36 furnished two-bedroom apartments, shared family and play areas, a classroom with computers, a library, a chapel, and offices for social workers and life coaches. The Glen s campus, which formerly housed both an orphanage and a youth treatment center, is considered sacred ground, consecrated to the service of children in need for more than 150 years. Our goal is to focus on education while keeping mothers and children together, building that relationship. The moms are developing their individual education plans and the kids are doing phenomenally, developing socially and academically. It s amazing to see after just a few months. 6 7

7 Parents Advancing Choice in Education (PACE) Scholarship Program and Operating Support Chaminade-Julienne Catholic High School Tuition Assistance PACE is a very valuable asset to the total community. It s no longer just a scholarship program it s a family program. Our biggest desire is to get parents involved in their children s schools. That s the only way to effect change. PACE strives to empower parents to give their children the best possible education. Each year, the organization distributes hundreds of scholarships that enable children to enroll in private or religious schools. Even more important, PACE provides information and resources to help parents to support effective learning in any environment and to encourage an active role in their children s education. Through its Parents Network, PACE serves families of all backgrounds with children from pre-school to college age. In addition to offering support whenever needed, the Network brings parents together for regular monthly meetings and a public School Expo event each spring. Upwards of 1,000 families typically attend the School Expo to learn from PACE employees and volunteers, Network parents, and representatives of dozens of local schools and community organizations. The Mathile Family Foundation has long supported PACE and its goals of both improving education for children and creating a strong sense of community among parents. In addition to contributing to the PACE scholarship fund, Foundation grants in 2006 allowed the Parents Network to hold regular meetings, each attended by as many as 75 to 100 families. The grants also supported community outreach efforts by PACE staff members and the creation of publications and other materials provided to parents. The impact and importance of Chaminade-Julienne Catholic High School are best understood through C-J s mission: to create an educational community of faith. The school supports educational excellence by preparing students to become lifelong learners and contributing members of society. It creates a strong sense of community that extends far beyond the classroom by uniting children and families of all backgrounds from 45 different ZIP codes throughout the Miami Valley. Finally, it strengthens faith by creating an environment of strong, shared values and by encouraging students, whether Catholic or not, to work toward a deeper understanding and expression of their religious beliefs. As a large, center-city Catholic high school, C-J faces many challenges, including ongoing, often dramatic changes in community demographics, family needs, local economic conditions, the wider educational environment, and other issues affecting the local community. Throughout the changes of the past century, C-J has stayed true to its mission while serving generations of Miami Valley families and working diligently to help students achieve their full potential. The Mathile Family Foundation holds many core values and educational priorities in common with C-J and has supported the school in various ways for more than a decade. A key focus has always been tuition assistance to help families directly. With the assistance of the Foundation, C-J continues to work toward the day when all qualified students, regardless of their families respective financial situations, can attend and benefit from the school s educational and faith experience. We are humbled, and a bit challenged, to be one of the organizations the Foundation has chosen to advance its mission. With this assistance, we are affecting young people today so that, through their experience at our school, we are also influencing the future of our community. 8 9

8 2006 Scholarships $331,437 Anderson University Bowling Green State University Cedarville University Chaminade-Julienne Catholic High School Hampton University Indiana University McAuley High School Miami University North Carolina A&T State University North Central University Ohio Northern University Ohio State University Ohio University Sinclair Community College University of Cincinnati University of Dayton University of Kentucky University of Montana Valparaiso University Wright State University Xavier University 10 11

9 GRANTS CONNECTING ORGANIZATIONS Helping kids and families in need is a big job, so the Mathile Family Foundation supports a lot of organizations that work to make a difference in all kinds of ways. No one can do everything, but it s important to do what you can." Kids.gov: Links to fun, informative content for kids on government Web sites. VolunteerMatch: Opportunities to help in your community in many different ways. GuideStar: Information on thousands of nonprofit organizations nationwide.

10 Q Grants $7,277,207 Our Foundation strives to foster hope and inspire change not just for today, but for a lifetime. This commitment to our community should remain long after we re gone. Second-Generation Mathile Family Member A Special Wish Foundation Alzheimer s Disease & Related Disorders American Cancer Society American Diabetes Association American Heart Association American Lung Association Artemis Center Bikes for the Needy Black Brothers/Black Sisters Involvement Boys Hope Girls Hope Building Bridges Catholic Social Services Cedarville University Center for Education Reform Chaminade-Julienne Catholic High School The Children s Medical Center of Dayton Christ Child Society Clark County Literacy Coalition Community Action Partnership Cystic Fibrosis Foundation The Dayton Foundation Dayton Fund for Home Rehabilitation Dayton Public Schools Dayton Sickle Cell Affected Families Association The Dayton Urban League Eastway Corporation Epilepsy Association of Western Ohio The Foodbank Girl Scouts of Buckeye Trails Council The Glen at St. Joseph Golden Acres Migrant Ministrant Center Goodwill/Easter Seals of the Miami Valley Greater Dayton-Area Hospital Association Greater Dayton Pro-Life Education Foundation Hampton University House of Bread Huesman Heart Foundation Jeremiah Program K12 Gallery for Young People Kids Helping Kids Kids Voting USA Learning Community Project The Learning Tree Farm Life Essentials March of Dimes Martin Bayless Foundation Memorial United Church of Christ Miami University The Muse Machine National Multiple Sclerosis Society North Central University Ohio Business Week Foundation Ohio Foundation of Independent Colleges Ohio Northern University Ohio State University Ohio University Omega Community Development Corporation Reach Out of Montgomery County Rehabilitation Center for Neurological Development Resurrection Catholic School Ronald McDonald House Charities of the Miami Valley St. Anthony Catholic Church St. Mary s Church Saint Mary s College St. Rita School for the Deaf Sinclair Community College Sisters of the Precious Blood Son Reign Ministries Special Olympics of Greater Dayton Tri-County Women s Network Unified Health Solutions University of Cincinnati University of Dayton University of Notre Dame Victoria Theatre Association We Care Arts Wilson Commencement Park Womanline Wright State University YMCA of Greater Dayton 12 13

11 Q Grants $2,642,666 Artemis Center Big Brothers Big Sisters of the Miami Valley Boy Scouts of the Miami Valley Brookville Local Schools Campfire USA Chaminade-Julienne Catholic High School Congregation of Divine Providence Daybreak Dayton Metro Library Economics Center for Education and Research Elizabeth s New Life Center The Glen at St. Joseph Hospice of Dayton Marianist Province of the U.S. Parents Advancing Choice in Education Rebuilding Together Dayton St. Christopher School St. Mary s Church Saint Mary s College Samaritan Health Foundation Sinclair Community College South Community, Inc. Suicide Prevention Center Tecumseh Local Schools University of Cincinnati University of Dayton The Wellness Community Wright State University Xavier University National Aviation Hall of Fame New City School Northmont City Schools Ohio FFA Foundation Ohio Northern University Ohio State University Ohio University We believe that each of us is a servant of God s work and that everyone has a very important role in His plan. It s by sharing that every member of my family strives to uphold God s will. Second-Generation Mathile Family Member 14 15

12 Q Grants $3,254,170 Adventures for Wish Kids The Glen at St. Joseph Saint Mary s College Wright Dunbar, Inc. Mom and Dad taught us how important strength of family is to growing and developing to our full potential. It s that potential that this Foundation now strives to reveal in every person and organization we assist. Second-Generation Mathile Family Member American Red Cross Emergency Housing Program Anderson University Boston College Bowling Green State University Boys Hope Girls Hope Brukner Nature Center Carroll High School Catholic Campaign Office Catholic Inner-City Schools Education Fund Catholic Schools Office Cedarville University Central American Ministries Child Care Choices Cincinnati Works Golden Acres Migrant Ministrant Center Goodwill/Easter Seals of the Miami Valley Greater Dayton-Area Hospital Association Hampton University Indiana University The Jeremiah Program K12 Gallery for Young People Learning Community Project The Learning Tree Farm McAuley High School Miami University North Carolina A&T State University North Central University Southern Illinois University Suicide Prevention Center University of Cincinnati University of Dayton University of Kentucky University of Montana Wright State University Xavier University YWCA of Greater Dayton Crayons to Computers Dakota Center Dayton Society of Natural History Eastway Corporation Emory University Ohio Association of Nonprofit Organizations Ohio State University Ohio University Our Lady of the Rosary St. Mary s Church 16 17

13 Q Grants $4,285,757 Adventures for Wish Kids A Special Wish Foundation Boston College Bowling Green State University Family Violence Prevention Center of Greene County The Glen at St. Joseph Goodwill/Easter Seals of the Miami Valley Ronald McDonald House Charities of Greater Cincinnati St. Anthony School St. Bonaventure Indian Mission and School Central American Ministries Chaminade-Julienne Catholic High School Cincinnati Children s Hospital Medical Center The Children s Medical Center of Dayton Cincinnati Art Museum The Cincinnati Zoo and Botanical Garden Congregation of Divine Providence Cooperative for Education Daybreak The Dayton Foundation Dayton Philharmonic Orchestra East End Community Service Corporation Greater Dayton Pro-Life Education Foundation Habitat for Humanity High Rise Services Company, Inc. House of Bread The Humane Society of Greater Dayton Junior Achievement K12 Gallery for Young People Mary Queen of Peace School Mercy Manor NCCJ of Greater Dayton Ohio Association for Nonprofit Organizations Ohio Grantmakers Forum Ohio Northern University St. John s Jesuit High School Saint Mary s College The Salvation Army Southern Christian Leadership Conference Dayton Chapter Springer School and Center The Summit Country Day School United Way of Greater Dayton University of Cincinnati University of Dayton University of Montana Valparaiso University Victoria Theatre Association We Care Arts Wright State University It s exciting for me to see how important impacting children in need is to my family. Everyone understands that a concern for others doesn t just help this generation but also helps generations to come. Eastway Corporation Ohio State University Third-Generation Mathile Family Member Elizabeth s New Life Center Family Service Association Parents Advancing Choice in Education Parents Television Council 18 19

14 HEALTH HEALTHY CONNECTIONS Everyone deserves to grow up healthy, and when kids learn good health habits early they can last for a lifetime. Helping family members to be strong in mind and body gives everyone a better chance of being their very best at whatever they try to do." The Family Doctor: Health information from the American Academy of Family Physicians. KidsHealth: Fun and fact-filled resources for kids, teens, and parents. Healthfinder.gov: Links to a wealth of health news and information.

15 Cincinnati Children s Hospital Medical Center HealthWorks! Program Cincinnati Children s Hospital Medical Center is taking an active role in addressing one of the most common health problems among America s youth today obesity. The HealthWorks! program is open to all children and adolescents aged 5-19 years with a body mass index (BMI) at or above the 95th percentile. The BMI is used to determine whether a child is at a healthy weight for his or her age and height. Children can be referred by a primary care physician or a pediatric sub-specialist, or a family can initiate its own self-referral. HealthWorks! uses a multi-faceted approach to transform health choices into a way of life for children struggling with obesity. Basic screening labs are used to assess the presence of obesity-related medical conditions. A personalized notebook includes behavioral goals, a calendar for daily goal tracking, and educational materials on nutrition and physical activity. Children and their families are seen regularly by HealthWorks! dietitians and exercise physiologists to monitor progress. HealthWorks! also requires kids to attend weekly physical exercise sessions in groups at the hospital. Families are then reassessed every six months to ensure that they stay on track with their new, healthy lifestyles. HealthWorks! has provided services to over 1,000 children to help them achieve improvements in weight and BMI. The program has also been shown to improve other health measures such as blood pressure, total cholesterol, LDL-cholesterol, triglycerides, insulin levels and aerobic fitness, thereby giving kids the opportunity to lead long, healthy lives. The Mathile Family Foundation s support will allow 50 low-income, overweight children and their families to participate in the HealthWorks! program annually for the next three years

16 Northcutt Residential Treatment Center Equipment Purchase and Scholarship Program Children tend to be remarkably resilient, but serious neglect or abuse can create deep-seated emotional or behavioral issues that can last for a lifetime. In many cases, even with the support of relatives, friends, or traditional services, young people may find it impossible to overcome the trauma of devastating early experiences. Our girls are kind of the throwaway kids of society... Some see them as the 10% you can t help, and we re not ready to give up on them. We give them unconditional support, caring, and the skills to go on from here. The Northcutt Residential Treatment Center, operated by Eastway Corporation, provides a secure, structured environment where girls aged can begin to feel safe again and receive the help they desperately need. In addition to providing basic medical care and intensive individual and group therapy, the Center offers life skills classes and personalized educational services to give girls a better chance to work toward a brighter future. Whenever possible, therapists at the Center also strive to build or restore relationships between the girls and family members who can serve as stable and supportive entities in their lives. A grant from the Mathile Family Foundation enabled Northcutt to purchase computers and a sophisticated interactive tutoring system to supplement the activities of classroom instructors. In addition, the Foundation sponsors a scholarship to help girls in need from Montgomery County who could not otherwise afford the Center s services

17 Womanline Counseling and I Can Tell Programs Sexual abuse of children is an alarmingly widespread problem that goes unreported far too often, leaving victims to suffer and struggle to cope in silent isolation. The aftermath of abuse can be especially destructive, creating critical issues that can last for a lifetime. Support from the Mathile Family Foundation really is critical, particularly in our work with low-income women, with children, and with getting the message out to young parents. Womanline seeks both to prevent sexual abuse of children and to provide counseling and related services for abuse victims of all ages. In many cases counseling enables adult victims of childhood abuse to begin coming to terms with their experiences and to create a safe, loving environment for their own children, thereby decreasing the likelihood that the cycle of abuse will continue. Counseling services from Womanline are also available to women grappling with other mental health issues, such as depression or anxiety. I Can Tell is a prevention program that reaches children in grades K-5 through presentations in their schools. In addition to covering basic concepts of personal space and safety, the program teaches children to recognize inappropriate touching and other potentially abusive activities. Countering common and harmful misconceptions, the program also strongly reinforces that abuse is not the victim s fault, and that it is extremely important to tell a trusted adult if someone attempts any form of abuse

18 Mathile Family Foundation Application Guidelines Submission Methods The Mathile Family Foundation encourages grantseekers to submit funding proposals online via our Web site at We will continue to accept hard-copy proposals but prefer that applications be submitted online. Mission To create opportunities for children in need by focusing support to children and their families who have already demonstrated the motivation to succeed. Focus Areas Education Health Geographic Priority The Mathile Family Foundation gives highest priority to eligible organizations located in the Greater Dayton Area. Organizations that fall outside this geographic scope are considered only under special circumstances. Grant Awards The Foundation considers proposals for grant amounts of $1,000 and higher. Multi-year funding requests may be considered for up to three years. As a general guideline, the size of the request should be approximately 10% of the project s budget. Eligibility Organizations requesting funds must be tax exempt under the Internal Revenue Code Section 501(c)(3). The Foundation supports projects that best align with its mission and areas of concentration. In addition to project support, the Foundation also considers funding requests for scholarships, capital, and operating expenses. Scholarship applicants are required to complete a separate application form that may be acquired by contacting the Foundation for a copy. Grant Limitations The Mathile Family Foundation will not consider funding requests for the following: Endowment funds Mass funding appeals Sponsorships, except for special circumstances Tickets or advertising for fundraising events Grants or loans to individuals Political campaigns or activities Grant Proposal Format Organizations eligible to apply for grant awards should comply with the proposal format outlined below when preparing their funding request. 1. Only ONE copy of the proposal is needed; please do not provide a plastic-bound or expensively produced copy. 2. Proposals should be a maximum of four pages. 3. Proposal content should include: I. Organizational Information, including Vision and mission statements Organizational history and purpose Brief description of services provided and service area II. Project Description, including Statement of why the project is needed and specifically the problems it will help to address in the community; please provide the research, evidence, or statistics (preferably local) that shows this need exists. Description of the project for which funding is requested. Profile of the population served and how they will benefit. Description of project goals or objectives. Timetable for implementation and duration of project. Description of how your project is different from similar existing projects at other organizations. Total dollar amount requested, along with a line-item project budget. List of collaborating partners in the project and their roles. List of amounts pending and committed by other funders to the project. Explanation of how the project will be sustained beyond the period for which funding is requested. III. Project Evaluation, including The Foundation will place greater priority on projects that present clear and measurable outcomes. List specific outcomes of this project and the timeframe within which they will occur. Specify for each outcome the measurable results you intend to achieve, along with quantitative and/or qualitative benchmarks (i.e., $, #, %, dates). Description of how you plan to measure the outcomes; your plan should specify any tools and/or methods used for measuring progress and success. Explanation of how the results of your project evaluation will be used. An evaluation template that includes examples of outcomes, results measures, and benchmarks is available on our Web site at 4. Please include with your proposal one copy of the following supporting documentation: One-page cover letter, signed by the chief executive officer, that summarizes project and states requested amount Board of Trustees list Copy of IRS determination letter verifying tax-exempt status List of major financial contributors Most recent audited financial statements Organizational budget for current year Organizational budget vs. actual for preceding year Current financial statements, including balance sheet and income statement Most recent annual report Strategic plan Proposal Deadlines The Mathile Family Foundation notifies prospective grantees of the funding decision within 70 days of the proposal deadline. The deadlines for submitting a request are: February 1 May 1 August 1 November 1 Contact Information: Mathile Family Foundation P.O. Box Dayton, OH Phone: (937) Fax: (937)

19 AWARDS CONNECTING COMMUNITY Helping even one child or family can make a difference, but sometimes it s possible to do something wonderful for lots of people all at once. The Mathile Family Foundation likes to provide special recognition and support for groups with big projects to make life better for our entire community. City of Dayton, Ohio: Official city Web site with all kinds of information and links. Dayton Daily News: Current news and useful resources from the local paper. Five Rivers MetroParks: Outdoor events and amenities in the Dayton area.

20 Mathile Community Awards For nearly a decade, the Mathile Family Foundation has awarded $5 million annually for large-scale projects consistent with the Foundation s mission: To create opportunities for children in need by focusing support to children and their families who have already exhibited the motivation to succeed. These special grants, known as the Mathile Community Awards, provide $500,000 to $5 million to fund ambitious and innovative projects that impact the long-range future of Montgomery County residents. The process of selecting recipients for these special awards and application guidelines can be found on page Mathile Community Award Recipients: The Children s Medical Center of Dayton Awarded: $3.5 Million Be a Hero for Children Campaign YMCA of Greater Dayton Awarded: $1 Million New Opportunities Campaign Aviation Heritage Foundation, Inc. Awarded: $0.5 Million Operating Support 28 29

21 The Children s Medical Center of Dayton Awarded: $3.5 Million Be a Hero for Children Campaign Snapshot: Because children s bodies and minds are so different from those of adults, helping them to recover from injury or illness can require very specialized care. The Children s Medical Center of Dayton unites medical professionals who know and understand the unique needs of children with the advanced facilities and cutting-edge medical technology they need to practice their healing arts. Dayton Children s has touched the lives of countless families in our community and has given generations of children the chance to grow up healthy, strong, and prepared to pursue their dreams. Community Impact: The Be a Hero for Children Campaign focused on raising funds for four priorities, including the construction of a 65,000-squarefoot outpatient center that will allow Dayton Children s to continue to provide quality health care for our region s youth. The $3.5 million Mathile Community Award in 2006 was unveiled during the public announcement of the capital campaign and served as a significant milestone. The Award provided a solid foundation for leveraging additional community support. with more rooms in which to treat children and consult with parents. The state-of-the-art new facility will also help with recruiting top pediatric specialists to our community in order to keep pace with a growing demand for care. Lessons Learned: As servants of God s work and strong believers in the strength of family, the Mathile Family Foundation is delighted to support The Children s Medical Center of Dayton as they continue to serve the medical needs of children in our community, says Founder and CEO MaryAnn Mathile. By assisting children in need, our goal is to foster hope and inspire change for generations to come. By assisting children in need, our goal is to foster hope and inspire change for generations to come. Each year, a growing number of children require more highly specialized care than their primary physicians can give. The pediatric specialists of Dayton Children s address this critical need by providing care in over 35 different specialty areas and by working to keep kids healthy from head to toe, but a rapid increase in patients requiring outpatient care was rendering existing specialty clinic space inadequate. The new outpatient center will alleviate the crowding in clinic spaces that have reached capacity and will accommodate a growing number of specialties such as gastroenterology and neurology as anchor clinics, in addition to nutrition, infectious diseases, and a NICU developmental-assessment clinic. The extra room created for high-growth areas and interdisciplinary team clinics will serve the community needs well into the next decade. Quicker access to pediatric specialists by patients will be a key benefit of the new outpatient center. The increased space will allow a wider range of appointment times to better fit families schedules and will provide specialists 30 31

22 YMCA of Greater Dayton Awarded: $1 Million New Opportunities Campaign...positive role models, constructive use of time, a feeling of being valued, and somewhere people, especially youth, are supported and accepted Snapshot: For more than 135 years, the YMCA of Greater Dayton has served generations of residents through its mission to build strong kids, strong families, and strong communities. They have done so by providing programs and resources to help residents of all ages and backgrounds achieve their full potential through the development of physical, mental, and spiritual strength. All YMCA programs support the organization s mission, primarily by teaching and demonstrating compassion, respect for others, and a sense of responsibility for both self and community improvement. Community Impact: The New Opportunities Campaign will establish Neighborhood-Development Centers (NDCs) in partnership with local not-for-profit and neighborhood organizations dedicated to similar goals. These innovative facilities will allow the YMCA and its partners to provide essential programs and services to populations in need. Each NDC will be located in an area where a high percentage of the population lives in poverty and existing community resources are scarce. The NDCs will include fitness, education, and childcare facilities; they also will offer a variety of basic and enrichment programs for youth, families, adults, and seniors. the Centers will help to revitalize neighborhoods, strengthen the entire community, and serve as a vital resource now and for generations to come. Lessons Learned: The need for community-based centers developed with youth in mind has never been greater, said Tim Helm, president and CEO. Each NDC provides not only a safe place to go but also positive role models, constructive use of time, a feeling of being valued, and somewhere people, especially youth, are supported and accepted. A Mathile Community Award of $1 million supported the New Opportunities Campaign and its goal of providing a safe, positive environment where children and adults can learn, play, spend time together, and gain consistent access to vital services. The needs that the NDCs aim to meet are especially great today as similar public and private programs continue to face reduced budgets, existing community centers close or cut programs, and the challenges of poverty and crime confront even more families. In addition to funding renovation or construction of the NDCs, the Campaign will support the expansion of essential programs such as before-and after-school youth activities, pre-school childcare, and fitness and wellness opportunities for all ages. One such NDC opened in Trotwood in By 2009 the YMCA hopes to serve more than 8,000 children and to have 1,000 new families enrolled in its programs. Ultimately, the YMCA hopes 32 33

23 Aviation Heritage Foundation, Inc. Awarded: $0.5 Million Operating Support Snapshot: Since its creation in 2004, the Aviation Heritage Foundation has managed the National Aviation Heritage Area (NAHA), which includes historical sites and related organizations throughout eight counties. Congress established NAHA to recognize the Dayton region s important role in aviation, including the invention of the airplane by the Wright Brothers, countless key innovations over the past hundred years, and continuing contributions to cutting-edge aerospace science....world-class educational resources and programs that benefit youth throughout the Dayton area Community Impact: Building a strong community involves both honoring shared history and working to create a brighter future. The Aviation Heritage Foundation combines these critical missions through its efforts to celebrate the Dayton area s unique place in aviation, past and present. Among other sites, the Foundation s mandate covers the National Museum of the U.S. Air Force, Carillon Historical Park, Huffman Prairie, and the Wright-Dunbar Interpretive Center. A 2006 Mathile Community Award of $0.5 million provided critical operating support, helping to ensure that the Aviation Heritage Foundation will continue to inspire future generations with the achievements of their pioneering forebears. Additionally, the Foundation has contributed to the ongoing revitalization of Dayton s historic Wright-Dunbar neighborhood. The Aviation Heritage Foundation recently moved its headquarters to a newly restored historic home, provided by the National Park Service, located in the Wright- Dunbar neighborhood between the original Wright Cycle Company and the Park Service s Dayton office. Lessons Learned: The Aviation Heritage Foundation oversees world-class educational resources and programs that benefit youth throughout the Dayton area and help to instill a strong sense of pride in our community, said Bonnie Baker of the Mathile Family Foundation. We hope to sustain this group s vital efforts to teach children and inspire their own great achievements

24 Mathile Community Awards Application Guidelines Trustees and Staff Mission To support large-scale projects that enhance the mission of the Mathile Family Foundation. Grantmaking Process The Mathile Family Foundation interviews advisors from a crosssection of community leaders to draw up a prioritized list of programs, projects, and initiatives for funding. Requests for proposal are extended based on the priority list and interests of the Foundation. The Mathile Community Awards grant review committee determines grant recipients and amounts. Community Awards Geographic priority: Montgomery County, Ohio Duration of grants: One year Grant request amount: $500,000 minimum Grant announcements: Annually Total amount distributed each year: $5 million Proposal Guidelines 1. Unsolicited proposals are not accepted. 2. The Foundation extends invitations for proposals annually, based on citizen feedback surveys and input from individual community advisors. Proposals must include the following: Show 50% support for the program in signed pledges or written commitments Business plan Budget and cash flow projections for the project Eligible organizations must be tax exempt and maintain valid status under Internal Revenue Code Section 501(c)(3). Not accepted are: Multi-year pledges Endowment requests Mass mailings Board of Trustees MaryAnn Mathile Chair, Chief Executive Officer, and Treasurer Clayton L. Mathile President Richard J. Chernesky Secretary Catherine Mathile Laden Timothy Mathile Michelle Mathile Patrick Prikkel Tina Mathile Kroovand Francis J. Butler Anne Remmer Cole Mary E. Walsh Executive and Administrative Staff Gregory S. Edwards Executive Director (937) Donna Beeson Assistant to the Chair and CEO (937) Brenda Carnal Assistant to the Executive Director (937) Program Staff Bonnie Baker Director of Community Relations (937) Nina DiGuardi Program Officer (937) Angela Hayes Grant Associate (937) Brooke Katinsky Program Officer (937) Questions? Contact: Bonnie Baker, Director of Community Relations. Kippy Ungerleider King Program Director (937) Mary Lynn Naughton Program Director (937)

25 Mathile Family Foundation Financial Statement (Excluding The Glen at St. Joseph) Special-Purpose Statements of Financial Position as of November 30, 2006 and 2005 Assets Cash $ 2,451,767 $ 1,442,639 Investments, at fair market value 319,394, ,758,232 Other assets 94, ,959 Total assets $321,940,901 $298,363,830 Liabilities and Net Assets Accrued liabilities 3,170,685 Total liabilities 3,170,685 Unrestricted net assets $318,770,216 $298,363,830 Total liabilities and unrestricted net assets $321,940,901 $298,363,830 Special-Purpose Statements of Activities and Changes in Net Assets for the Years Ended November 30, 2006 and 2005 Contributions and Investment Income Contributions $ 48,686 $ 40,000 Investment income 43,943,922 33,143,845 Total contributions and investment income 43,992,608 33,183,845 Special-Purpose Statements of Cash Flows for the Years Ended November 30, 2006 and 2005 Operating Activities Change in net assets $20,406,386 $12,939,626 Adjustments to reconcile change in net assets to net cash provided by (used in) operating activities: Unrealized gains on investments, net (18,130,636) (12,206,963) Other assets 68, ,245 Accrued liabilities 3,170,685 Net cash provided by (used in) operating activities 5,514, ,908 Investing Activities Sales of investments, net (4,505,447) (1,055,265) Net cash (used in) provided by investing activities (4,505,447) (1,055,265) Change in cash and cash equivalents 1,009,128 (177,357) Cash and cash equivalents at beginning of year 1,442,639 1,619,996 Cash and cash equivalents at end of year $ 2,451,767 $ 1,442,639 Supplemental disclosures of cash flow information Cash paid for excise taxes $ 535,000 $ 400,000 Expenses Grants (Exhibit I) 17,459,799 17,238,460 Investment and advisory fees 3,453,733 1,367,399 Operating expenses 2,069,550 1,196,598 Excise taxes 603, ,762 Total expenses 23,586,222 20,244,219 Change in net assets 20,406,386 12,939,626 Net assets, beginning of year 298,363, ,424,204 Net Assets, End of Year $318,770,216 $298,363,

26 Final Thoughts The organizations that connected with the Mathile Family Foundation in 2006 are doing some great work in our community. But there is always so much more to do and so many new connections to make. It s good to know the Foundation plans to be around for a very long time Let s stay connected to build a better future for everyone! with every generation committed to continue sharing God s gifts with those in need. Technology can bring people together, but only if we re able to communicate. Here s a brief glossary of text messages to help all the gnr8ns stay connected. aml all my love bday birthday brb be right back gj good job gnr8n generation gr8 great h&k hugs and kisses howru how are you jk just kidding kit keep in touch l8r later lol laugh / laughing out loud luvu love you mgb may God bless pls please ru are you c see sys see you soon t+ think positive tx thanks u you wywh wish you were here zzzz sleeping 2d today 4ever forever 40

27 Mathile Family Foundation P.O. Box Dayton, Ohio Phone: Fax: