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The Foundation Office at Fifth Third Bank annual report 2007 Trustee Foundations Jacob G� Schmidlapp Trusts ���������������������������������� 2 Helen G�, Henry F� and Louise Tuechter Dornette Foundation ������������� 5 Charlotte R� Schmidlapp Fund ���������������������������� 3 The Kvetko Family Foundation ���������������������������� 5 Eleanora C�U� Alms Trust �����������������������������������������4 Charles E� Schell Foundation Butler-Wells Scholarship Fund �����������������������������4 for Education����������������������������������������������������������������� 5 Bertha Langhorst Werner Trust ���������������������������4 The Stillson Foundation �������������������������������������������6 Charles Moerlein Foundation ��������������������������������4 Family, Co-Trustee and Agent Foundations Clement and Ann Buenger Foundation ����������� 7 William S� Rowe Foundation ��������������������������������10 Dallas W� and Helen B� Bowyer The Ettlinger Memorial Trust Fund �������������������10 Charitable Trust ������������������������������������������������������������ 7 The Alfred J� Rendigs Memorial Trust �������������10 John Hauck Foundation������������������������������������������� 7 Otto Luedeking Trust ����������������������������������������������10 Carl F� Hertenstein Foundation����������������������������� 7 Mary Martha McGee Foundation �����������������������10 Highfield Foundation������������������������������������������������� 8 George A� Schaefer, Jr� and The Richard D� Hannan Betty Ann Schaefer Foundation ������������������������� 11 Family Foundation������������������������������������������������������ 8 The Louis and Melba Schott Foundation ������� 11 Clarence W� and Martha Ensminger Lillian I� Sullivan Trust ����������������������������������������������� 11 Educational Foundation������������������������������������������� 8 Margaret E� Sullivan Trust��������������������������������������� 11 Luther Foundation ������������������������������������������������������ 8 Warrington Family Foundation �������������������������� 12 The Wanda Muntwyler Foundation for Animals �������������������������������������������9 Corale B� Workum Trust ����������������������������������������� 12 Harry J� and Edna D� Husman Foundation �����9 Three Arts Scholarship Fund������������������������������� 12 Elma Margaret Lapp Foundation ������������������������9 Mae Ward Scholarship Trust �������������������������������� 12 Arthur L� and Ermille Ehlers Trust �����������������������9 Edgar K� Springman Scholarship Fund ��������� 12 Ohio Valley Foundation��������������������������������������������9 E� Paul and Garnet Thompson Trust ���������������� 12 The Foundation Office at Fifth Third Bank Founders of private charitable foundations realize that what begins as a small seed can grow into a great bounty. The Foundation Office at Fifth Third Bank believes that with great care and attention, the bounty can reap rewards for generations to come. Cultivating the establishment, administration and and procedures, and offering administrative and growth of private foundations is precisely the investment services to help trustees and board mission of the Foundation office at Fifth third members meet their fiduciary responsibilities. It also Bank. the Foundation office works with individuals works with clients to assist them in complying with tax and corporations to help them grow healthy, strong and other applicable laws. foundations that will make a lasting impact in the areas that their founders and benefactors deem important. Fifth third Bank has the ability to act as sole trustee of foundations where Fifth third handles all investment the Foundation office serves as trustee, co-trustee or and administrative duties, including grant analysis adminsters over 70 private and corporate foundations and gifting. It also can act as co-trustee or as a silent which grant over $30 million annually to worthy chari- administrative agent handling a foundation’s back- ties across the united States. the foundations have office operations. assets from $200,000 to $200 million and support a variety of causes ranging from educational establish- the Foundation office at Fifth third Bank is a ments to arts organizations and from basic-needs member of the Council on Foundations, the Council organizations like shelters and counseling centers to on Michigan Foundations, and the ohio Grantmakers environmental projects and animal rescue efforts. Forum and abides by the guiding principles of these organizations. the Foundation office offers comprehensive services that range from helping clients take the first step For more information about starting a family or toward establishing a family or corporate foundation, corporate foundation, please contact your Fifth third to developing mission statements, creating policies private Bank representative. 2007 Annual Report 1 Trustee Foundations JACoB G. SCHMiDLApp TRUSTS 2007 GRAnTS: $4,476,500 · 2007 MARkeT VALUe: $69,686,879 Disputes. although he received many 1908, the country’s first fund solely accolades throughout his multi-faceted committed to empowering women. as career, Jacob G. Schmidlapp is most a loving tribute to his late daughter, renowned for his work in philanthropy. Charlotte, he was able to afford women Douglas Kneer once wrote that Jacob G. the opportunity to exist beyond the Schmidlapp “was an enlightened reformer narrow constraints of the day and ensure who used his business knowledge in the their own futures. progressive tradition to improve society.” In 2007, the Jacob G. Schmidlapp Devastated by the tragic loss of his trusts funded many deserving organi- wife, emile, and daughter, emma, Mr. zations that have rightfully reaped the The Jacob G. Schmidlapp Trust made a $15,000 Schmidlapp was moved to improve the benefits of one man’s desire to change grant in 2007 to the Muntu Dance Theatre in lives of others so that his family did the world. Chicago, IL. The Muntu Dance Theatre performs not, as he said, “live in vain.” In 1903, he Included among them are: authentic and progressive interpretations of created the first trust bearing his name, • $75,000 to Cincinnati Works in Cincinnati, contemporary and ancient African and African- American dance, music and folklore. In the which he used to re-invest in the com- oH, for their job placement program; Bantu language, “muntu” means “the essence of munity that he loved. His entrepreneurial • $30,000 to the United Jewish Council humanity,” which is precisely what the Theatre genius and steadfast compassion helped of Greater Toledo in toledo, oH, to performers hope to express in their work. to improve society one life at a time. support the construction of the Vera as a pioneer of social reform, one of & leo Sekach Community Services Mr. Schmidlapp’s greatest achievements Building, which will house offices and For over 100 years, the Jacob G. was the Model Homes project. Created in a child care facility; Schmidlapp trusts have been carefully 1906, this set of homes became the city’s • $24,000 to the Ronald McDonald planting seeds of change. By investing first housing project. Startled by unlivable House Charities of the Bluegrass in nearly $4.5 million in support of education conditions of tenement housing, Jacob lexington, KY, to support their free and health and human services in 2007, G. Schmidlapp became determined to dental service program; the trusts have harvested community eradicate societal inequities by providing • $25,000 to the Ann Arbor Arts Center development and societal transformation. affordable yet beautiful housing to low- in ann arbor, MI, to support the Center’s Born the son of illiterate German income families. art for Kids Scholarship program which immigrants in piqua, ohio in 1849, Jacob Schmidlapp believed that provides meaningful employment and Jacob G. Schmidlapp was a self-taught if people could take pride in their job training to low-income/at-risk teens; businessman who ran the family grocery surroundings, crime would be decreased. • $5,000 to the First Baptist Learning store at age 12. By age 27, he founded He was often quoted as saying, “this is Center of Marco Island in Marco Island, union Savings Bank, which merged into not a class interest but a community Fl, to support the construction of a Fifth third Bank in 1919. interest.” By 1960, the Model Homes playground for the Center’s afterschool Considered to be a close friend and project encompassed over 400 housing children; and, confidant to president taft and andrew units in Cincinnati’s most impoverished • $50,000 to the Clinton Memorial Carnegie, Jacob G. Schmidlapp served neighborhoods, thus changing the face Hospital Foundation in Wilmington, oH, as Director of the Carnegie peace Fund of the city. to support Foster J. Boyd, M.D., regional and treasurer of the american Society a true visionary, Mr. Schmidlapp cre- Cancer Center. for Judicial Settlement for International ated the Charlotte r. Schmidlapp Fund in 2 The Foundation Office at Fifth Third Bank trustee foundations CHARLoTTe R. SCHMiDLApp FUnD 2007 GRAnTS: $2,230,933 · 2007 MARkeT VALUe: $31,639,074 was dividing the country. as women were areas of math and science. fighting to attain the most basic rights, In many ways, Charlotte r. Schmidlapp Jacob G. Schmidlapp was working to is still alive. Her presence can be felt ensure their futures. throughout the generations of women after losing his daughter, Charlotte, who have reached for their dreams to a tragic automobile accident while as a result of the Fund’s support. She touring France, Mr. Schmidlapp endowed will continue to live on, as her Fund the Fund so that he could “enable remains a powerful agent for change and young women to fulfill the wise, tender, empowerment in the lives of young girls courageous womanhood of which she and women. gave such promise.” the Charlotte r. Schmidlapp Fund The Charlotte R. Schmidlapp Fund made a affectionately referred to as his made over $2.2 million in grants in 2007, $7,500 grant to Girl Scouts of Glowing Embers “best friend and confidant,” Jacob G. including: Council in Kalamazoo, MI, in 2007. Here, two Schmidlapp wanted other women to • $150,000 to the Cris Collinsworth girl scouts are working together to plant a tree at the new Girl Scout Program and Training Center. have the same opportunities in life that proScan Foundation in Cincinnati, oH, for he would have afforded for Charlotte. the pink ribbon empowerment program; although birthed out of grief, the Fund • $25,000 to Healthnet, inc. in the Charlotte r. Schmidlapp Fund became a source of great pride for Mr. Indianapolis, In, to support the enabled young women and girls to Schmidlapp as he watched young women Homeless Initiative program that serves experience growth in many ways in 2007. achieve self-sufficiency as a result of 1,300 women ages 18-75; Whether it was educational, financial, or his support. • $24,000 to MacCormac College personal growth, the Fund continued to What started out as a $250,000 Fund in Chicago, Il, to fund scholarships bring about new opportunities in all of the had grown to over $31 million in assets awarded to females from female- lives that it touched. in 2007. the Fund began by awarding only high schools to attend It was on the first day of 1908 interest-free loans to aid young women MacCormac College; that Jacob G. Schmidlapp, visionary in pursuit of higher education. In 1919, the • $150,000 to ohio northern University businessman and president of a Fifth Fund gifted its first award to a not-for- in ada, oH, to support an endowed third Bank predecessor institution, profit organization, the YWCa. scholarship in Charlotte’s name; and, created the Charlotte r. Schmidlapp Fund today, the Fund supports organizations • $5,000 to Dress for Success Central to memorialize his young daughter. that are committed to empowering Florida in Winter park, Fl, to support the Fund was created to “ennoble, women and improving their lives. the development of a professional empower and uplift,” young girls and Currently, the Fund concentrates on Women’s Group. women just as the Suffrage Movement making gifts that support women in the in MeMoRiAM: JoAn R. HeRSCHeDe In 2007, the Charlotte r. Schmidlapp Fund lost a great friend and advocate when Joan r. “Joni” Herschede passed away suddenly at the age of 67. Joni served as Chair of the Charlotte r. Schmidlapp Fund Distribution Committee. In addition to attending regular committee meetings, Joni took her leadership out into the community by representing the Fund at various grant presentations and celebrations, including hooding the Charlotte r. Schmidlapp Scholarship recipients at the university of Cincinnati’s Medical School graduation. Heidi Jark, vice president and manager of the Foundation office at Fifth third Bank, said, “Joni had a great passion for the mission of the Fund and was a tireless supporter of young women. through her work at the Fund, she ensured that deserving young women received financial support but she’ll be remembered more for the relationships she fostered with the Fund’s recipients. She will be greatly missed.” 2007 Annual Report 3 trustee foundations eLeAnoRA C.U. ALMS TRUST 2007 GRAnTS: $100,000 · 2007 MARkeT VALUe: $3,279,920 Frederick H. alms, the husband of and reflected the beneficence of she and eleanora C.u. alms, owned and operated her husband during their lifetimes. after the alms & Doepke Department Store. specific provisions for memorial buildings through hard work and determination, at the university of Cincinnati, the art Mr. alms emerged from modest begin- Museum and the purchase of land to be nings to become a millionaire and added to alms park, the remainder of the practical philanthropist. alms estate was left in a perpetual trust Mr. and Mrs. alms were patrons of for charitable and educational purposes. art and music. Great credit is given to Mrs. alms stated in her will that she them for Cincinnati, ohio’s prominence had “close to her heart the welfare of The Kentucky Symphony Orchestra presented the as a musical center. Mr. and Mrs. alms her native city of Cincinnati.” the people premiere of Oz with Orchestra in 2007, funded in made gifts to all the charities of their of Cincinnati continue to benefit from part by the Eleanora C.U. Alms Trust. day, including hospitals, homes for the the trust created by eleanora C.u. alms. aged, orphanages and youth-serving In 2007, the alms trust supported organizations. several organizations, including the the trust, created when Mrs. alms died Cincinnati arts association, Cincinnati in 1939, was dedicated entirely to charity opera association and the Fine arts Fund. BUTLeR-WeLLS BeRTHA LAnGHoRST CHARLeS MoeRLein SCHoLARSHip FUnD WeRneR TRUST FoUnDATion 2007 GRAnTS: $63,000 2007 GRAnTS: $37,500 2007 GRAnTS: $140,000 2007 MARkeT VALUe: $819,152 2007 MARkeT VALUe: $1,177,879 2007 MARkeT VALUe: $2,263,469 Florence adelia Butler Wells directed in the Bertha langhorst Werner trust Charles Moerlein was an engineer her will the establishment of a scholarship was established to aid “needy and worthy in a Cincinnati, ohio, brewery started by fund to memorialize her parents, young persons requiring assistance in his grandfather and was a man dedicated rachel and John Butler, as well as her securing an education in music or art” to helping neighbors in the community. husband, Charles Wells. the fund awards at the College-Conservatory of Music or His commitment to the community scholarships to “worthy and deserving the art academy of Cincinnati. annual resulted in the establishment of the young men and women of good grants are made to these institutions Charles Moerlein Foundation at the time character, in obtaining either collegiate, which, in turn, select qualified students of his death in 1966. scientific, technical, musical or vocational to receive scholarships. Since that time, grants have been made education.” Scholarship recipients must education was important to Bertha for religious, charitable, scientific, literary be residents of ohio, pennsylvania, langhorst, a school teacher who inherited or educational purposes according to Mr. Indiana or Illinois, with preference for a small amount of money from her Moerlein’s wishes. In 2007, the Moerlein residents of piqua, Cincinnati or Miami parents and saved throughout her lifetime. Foundation supported Cancer Family County, ohio. In 2007, 55 students were Her trust was established at the death of Care, Haven House emergency Shelter, awarded scholarships. her second husband, al Werner. Jesuit Spiritual Center at Milford and Mother of Mercy High School. 4 The Foundation Office at Fifth Third Bank trustee foundations HeLen G., HenRy F. AnD LoUiSe TUeCHTeR DoRneTTe FoUnDATion 2007 GRAnTS: $956,625 · 2007 MARkeT VALUe: $13,464,664 Helen G. Dornette was a Mariemont many organizations to be beneficiaries resident with a lifelong history of chari- of her foundation. additionally, she gave table giving. While she had no children her co-trustees the opportunity to select of her own, Helen Dornette supported organizations that might fit within her organizations that benefited children. areas of interest. Fifth third Bank, as She also was very fond of nature and the trustee, continues to fulfill Ms. Dornette’s conservation of nature’s beauty. prior to charitable intentions through her founda- her passing on February 23, 1998, Helen tion. In 2007, grants were distributed Dornette established the Helen G., Henry to support a number of organizations, F. and louise tuechter Dornette Founda- including Save the redwoods league, The Dornette Foundation supported The Nature tion in honor of her parents. upon her Starfire Council of Greater Cincinnati and Conservancy in 2007. The Nature Conservancy death, the foundation was funded with Valley View Foundation. is the leading conservation organization over $13 million. Ms. Dornette designated working around the world to protect ecologically important lands and waters for nature and people. Pictured is Helen Black, a lifetime Trustee of the Conservancy. THe kVeTko CHARLeS e. SCHeLL FoUnDATion FoR eDUCATion FAMiLy FoUnDATion 2007 GRAnTS: $50,000 · 2007 MARkeT VALUe: $6,869,097 2007 GRAnTS: $500 2007 MARkeT VALUe: $317,437 Charles e. Schell came to Cincinnati as pursue what Mr. Schell called “a practical a young man determined to put himself education.” the Charitable Foundations Kirk and Colleen Kvetko believe through law school. He became attached oversight Committee selects colleges giving back to the community that has to the local community and left much of and universities to be the recipients of supported them is the best way to show his estate to benefit the collective good of grants to set up Charles e. Schell Student their deep appreciation. Having moved to the Greater Cincinnati area. loan programs. the colleges then lend naples, Florida, in 1992 when Mrs. Kvetko In his will, Mr. Schell outlined a trust the money interest-free to students. relocated to run Fifth third’s Florida to be used for the “educational benefits the individual recipients are asked to operations, the Kvetkos found themselves of citizens of ohio, Kentucky and West repay their interest-free loans to create immersed not only in the goals of Fifth Virginia and adjoining states.” Mr. Schell’s a revolving loan fund at the college to third, but also in the community that generosity and vision enables students to benefit future students. welcomed them with open arms. their foundation benefits programs in the Southwest Florida region they have come to love, as well as assists individuals who are awarded scholarships by the Florida Bankers educational Foundation to pursue careers in banking. 2007 Annual Report 5 trustee foundations THe STiLLSon FoUnDATion 2007 GRAnTS: $463,667 · 2007 MARkeT VALUe: $8,462,184 although she and her husband had no therapeutic riding and Horsemanship. children of their own, Hermine Stillson She established the Hermine Stillson wished to improve the lives of Greater Foundation and selected Fifth third Bank Cincinnati youth. Born in Cleveland, ohio, to serve as trustee after her death in 2002. in 1907, Mrs. Stillson had fond memories of In 2007, the Stillson Foundation made her days as a bank teller there, which she grants to several organizations, including: attributed to both her affinity for helping • $10,000 to the Muscular Dystrophy people and because that was where she Association in Cincinnati, oH, to support met her husband. a summer camp program for kids; the Stillsons lived in both Cincinnati • $10,000 to Reading for Life in and england before settling in the Cincinnati, oH, to support the printing The Stillson Foundation supported the Cincinnati Cincinnati community of Madeira. Mrs. of “When Mama reads to Me” children’s Nature Center (CNC) in 2007 with a $50,000 grant to grow its partner school program. Stillson loved to travel and she bowled books for free distribution; until she reached 86. one of her favorite • $10,000 to the ohio River Foundation pastimes, however, was gardening. She in Cincinnati, oH to support the river saw and felt the need to nurture all explorer program which teaches kids living things—plants and children—and about conservation; and, was an active volunteer and supporter • $15,000 to Ballet Tech Cincinnati for a number of area organizations, to support their leaping for literacy including Cincinnati Children’s Hospital, program. Camp Stepping Stones and Cincinnati 6 The Foundation Office at Fifth Third Bank Family, Co-Trustee and Agent Foundations CLeMenT AnD Ann BUenGeR FoUnDATion DALLAS W. AnD 2007 GRAnTS: $760,225 · 2007 MARkeT VALUe: $19,519,216 HeLen B. BoWyeR CHARiTABLe TRUST the Clement and ann Buenger 2007 GRAnTS: $30,940 2007 MARkeT VALUe: $735,745 Foundation was established in 1989 with the belief that their assistance should help people help themselves. Mr. Buenger, Dallas and Helen Bowyer lived in Mason, president & Ceo of Fifth third Bank from ohio, on land that was dedicated to Mrs. 1979 to 1989 and chairman from 1989 Bowyer’s family just after the Civil War. Mr. to 1993, served as a volunteer leader of Bowyer arranged for a charitable trust to various civic and charitable organizations. benefit the endowment fund of the Center This collage by Bob Kelly, KPG Creative, Foundation directors, ann M. Buenger, for research of endangered Wildlife of represents the essence of The Harmony Project, Michael K. Keating, William J. Keating, the Cincinnati Zoo, Shriners Burn Hospital which was supported by the Buenger Foundation and Charles S. Mechum, Jr., will continue for Crippled Children in lexington, in 2007. The project is a celebration of pioneer Kentucky, and the ohio Masonic Home in women who opened the “sports” door to today’s making grants to deserving charitable organizations in Greater Cincinnati that Springfield. as trustee, Fifth third Bank young women by having the courage to play at Xavier University and the University of further these purposes. selects charitable organizations in the Cincinnati before they received any recognition Greater Cincinnati area to be recipients of from the NCAA. The collage depicts the pioneer one-fifth of the income. athletes, today’s young athletes, and the event that brought them together–the Xavier University vs. University of Cincinnati Skyline Chili Women’s Crosstown Shootout in December. JoHn HAUCk FoUnDATion CARL F. HeRTenSTein 2007 GRAnTS: $429,500 · 2007 MARkeT VALUe: $14,849,873 FoUnDATion 2007 GRAnTS: $588,620 2007 MARkeT VALUe: $12,499,375 Frederick a. Hauck created a foundation in 1989 to ensure that his at the death of Carl Hertenstein and charitable interests would continue his wife, Genevieve, the trust estate long after his death. Mr. Hauck was well established the Carl F. Hertenstein known for his contributions to historic Foundation. Cornell university, the preservation, civic organizations and united Way and Community Chest education. Income from the foundation of Greater Cincinnati, the Greater is distributed to the Cincinnati Historical Cincinnati Foundation and the university Society, ohio Historical Society, Historic of Cincinnati are recipients of annual Southwest ohio, rollins College, Xavier income from the foundation. they, in The John Hauck Foundation supported the university, the university of Florida and Save the Animals Foundation in 2007. In this turn, annually distribute the funds as they other deserving charitable organizations photo, volunteer Diane poses with Andy, a determine to be in the best interests of selected at the discretion of the trustees. rescued Beagle. the groups they serve. the trustees are Fifth third Bank, John Hauck, e. allen elliot and narley l. Haley. 2007 Annual Report 7 family, co-trustee and agent foundations HiGHFieLD FoUnDATion THe RiCHARD D. HAnnAn 2007 GRAnTS: $183,000 · 2007 MARkeT VALUe: $4,873,122 FAMiLy FoUnDATion 2007 GRAnTS: $79,800 2007 MARkeT VALUe: $840,251 the Highfield Foundation was created in 1990 by Samuel Benedict. Mr. Benedict the Hannan family believes education began a career with procter & Gamble is the boulevard to a higher quality of life. in 1924 and he retired as Corporate richard D. Hannan, Jeanne M. Hannan Secretary in 1962. He was active in and Kenneth r. Wurtenberger serve as community service in Cincinnati, ohio, trustees of the foundation. and served as a Hamilton County park Commissioner for 22 years. He also was active with Children’s Hospital and the Clovernook Center for the Blind. Through the generous support of individuals and organizations like the Highfield Mr. Benedict and his wife, Betty, lived CLARenCe W. AnD Foundation, McLaren Regional Medical Center at Highfield, their home in Cincinnati, MARTHA enSMinGeR in Flint, MI, broke ground in 2007 for a new which they bequeathed to the Hamilton eDUCATionAL FoUnDATion Medical Education Building. Once finished, County park District. Grants from the 2007 GRAnTS: $8,100 the $6 million, 40,000-square-foot facility will 2007 MARkeT VALUe: $171,762 foundation are distributed to deserving provide enhanced learning opportunities for physicians in McLaren’s Internal Medicine and charitable organizations as recommended Family Practice Residencies, improve access to by family members. the Clarence W. and Martha ensminger care for both the uninsured and underinsured Foundation provides funding for loans patient populations, expand the Medical to worthy students to attend college or Center’s Pulmonary Rehabilitation program vocational school. the loans are targeted and encourage healthy lifestyle activities with a walking trail. to help students from rural appalachian communities in Clermont, Brown and adams counties in ohio. LUTHeR FoUnDATion 2007 GRAnTS: $1,937,500 · 2007 MARkeT VALUe: $43,248,767 narley l. Haley and Fifth third Bank Ms. luther and her father, Howard serve as co-trustees of the luther B. luther, developed a relationship with Foundation, officially known as the ethel Fifth third Bank in 1960 that began with Wright luther, Howard Bourne luther personal tax preparation services and was and Frances ramsey luther Charitable expanded to a trustee role. Ms. luther Foundation, established in 1990. died in March 2000. Frances r. luther had been accus- In 2007, the luther Foundation tomed to making generous annual gifts all supported over 45 organizations, including of her life. She made certain that, upon her Children, Inc., Hoxworth Blood Center, passing, annual gifts would be commensu- Inner City Youth opportunities, Salvation The Madcap Puppet Theatre received funding from the Luther Foundation for its Hats Off Series rate to her previous level of contributions. army and YWCa of Greater Cincinnati. at the Cincinnati Art Museum. Pictured is “Once Upon a Clock,” one of the shows in the series. Photo by Philip Groshong. 8 The Foundation Office at Fifth Third Bank family, co-trustee and agent foundations THe WAnDA MUnTWyLeR FoUnDATion FoR AniMALS HARRy J. AnD eDnA D. 2007 GRAnTS: $125,750 · 2007 MARkeT VALUe: $2,125,653 HUSMAn FoUnDATion 2007 GRAnTS: $10,000 2007 MARkeT VALUe: $221,757 as a young girl growing up in Chicago, extend her family’s efforts to strengthen Illinois, Wanda Muntwyler was surrounded the human-animal bond and to prevent Mr. and Mrs. Husman specified that, by pets in a family of animal lovers. after animal cruelty. although Mrs. Muntwyler for at least 20 years, income from their reaching adulthood, marrying and moving died in 2000, her work to benefit animals foundation should benefit students in to oak park, her interest flourished with continues through her generosity. need of financial aid at local schools. In the encouragement of her husband, the foundation’s income is exclusively 2007, St. ursula academy, St. Xavier High who cared for abandoned animals at his devoted to charitable or educational School, Summit Country Day and ursuline Southside business. recognizing this activities that directly affect the care of academy received scholarship funds. family tradition in her later years, she animals in the state of Illinois. established a foundation that would eLMA MARGAReT LApp FoUnDATion ARTHUR L. AnD eRMiLLe 2007 GRAnTS: $3,000,013 · 2007 MARkeT VALUe: $67,834,162 eHLeRS TRUST 2007 GRAnTS: $87,858 2007 MARkeT VALUe: $1,979,258 Fifth third Bank administers the elma she created a perpetual trust that makes Margaret lapp Foundation, which has annual awards in her name. the majority of the income from grown significantly from approximately over time, with effective management, the arthur l. and ermille ehlers trust $12 million in 1982. the value of those gifts will increase to goes to the Greater Cincinnati Ms. lapp, heiress to a Cincinnati give far more help to the institutions than Foundation. the remainder is paid to brewing fortune, lived her latter years Ms. lapp likely ever imagined. the causes a number of nonprofit organizations, in new York City at the famed plaza she valued during her life will continue to including Hyde park Community united Hotel but never forgot her native city of be supported by her foundation. Methodist Church, City Gospel Mission Cincinnati and its institutions. In her will, and Clovernook Center. oHio VALLey FoUnDATion 2007 GRAnTS: $305,000 · 2007 MARkeT VALUe: $8,060,836 When John rowe, John Warrington as the foundation has grown, so has and William McGrath started the ohio its ability to assist worthy organizations. Valley Foundation, it was their plan to give In 1946, the first grants from the ohio assistance to worthy organizations in the Valley Foundation totaled $900 to four Greater Cincinnati community through organizations. small grants for capital improvements. Fifth third Bank is privileged to serve the trustees of the foundation today are as agent for the ohio Valley Foundation. phillip C. long, Carolyn McCoy, leigh In 2007, funding included grants to prop, George a. Schaefer, Jr., thomas J. abilities First, Cincinnati Shakespeare Students at Family Service’s International Family Schiller, Bob Sullivan, and Dudley F. taft. Festival and Beechwood Home. Resource Center use the technology lab to reach self- sufficiency by learning how to speak English and search for employment. The Ohio Valley Foundation made a $25,000 grant to the organization in 2007. 2007 Annual Report 9 family, co-trustee and agent foundations WiLLiAM S. RoWe FoUnDATion THe eTTLinGeR 2007 GRAnTS: $60,000 · 2007 MARkeT VALUe: $1,403,165 MeMoRiAL TRUST FUnD 2007 GRAnTS: $196,746 2007 MARkeT VALUe: $6,710,201 William S. rowe, chief executive officer of Fifth third Bank from 1963 through the ettlinger Memorial trust Fund 1980, dedicated himself to loyal service was created at the death of Mr. Isaac for the Greater Cincinnati community. Mr. ettlinger in 1953. In his will, Mr. ettlinger rowe was trustee of many philanthropic directed that the net income and organizations, including the Children’s part of the principal of his estate be Home of Cincinnati, Children’s Hospital distributed annually to the united Medical Center, the Convalescent Way and Community Chest of Greater Hospital for Children, and the Cincinnati Cincinnati. Chest agencies eligible for Institute of Fine arts. His unswerving funds are those working “for the relief of commitment to charitable causes and providing food, raiment and shelter continues in his memorial trust. the Joy Outdoor Education Center received a $20,000 for indigent blind persons, regardless of grant from the William S. Rowe Foundation trustees of the foundation are Whitney their age, race or creed.” assistance is in 2007. Founded as a summer camp for long, George a. Schaefer, Jr., phillip C. not limited to material relief but includes disadvantaged kids in 1938, Joy Outdoor long, and Carolyn McCoy. Education Center today operates year-round, all forms of service that are designed to Civic Garden Center, College of Mount serving children, schools, families, businesses benefit the indigent blind. St. Joseph, and Creative aging Cincinnati and organizations. were among the grant recipients from the William S. rowe Foundation in 2007. THe ALFReD J. RenDiGS oTTo LUeDekinG TRUST MARy MARTHA MCGee MeMoRiAL TRUST 2007 GRAnTS: $404,230 FoUnDATion 2007 MARkeT VALUe: $13,999,024 2007 GRAnTS: $3,625 2007 GRAnTS: $8,043 2007 MARkeT VALUe: $104,319 2007 MARkeT VALUe: $197,027 otto luedeking owned a men’s store the alfred J. rendigs Memorial trust in Cincinnati, ohio, in the 1920s. the Mary McGee lived a frugal and simple was established by august rendigs, Jr., in trust was established at the time of his life yet she established a charitable memory of his son, alfred James rendigs. wife’s death in 1989. Grant recipients foundation. Her foundation supports annual income benefits united Cerebral in 2007 included emanuel Community organizations that were important to Ms. palsy for the maintenance and repair of Center, Children’s Home of Cincinnati, McGee in her lifetime, including religious the alfred J. rendigs Building on Victory and lifesphere. organizations and churches which serve parkway that houses adult programs. the low-income population in Cincinnati. 10 The Foundation Office at Fifth Third Bank family, co-trustee and agent foundations GeoRGe A. SCHAeFeR, JR. THe LoUiS AnD MeLBA AnD BeTTy Ann SCHAeFeR FoUnDATion SCHoTT FoUnDATion 2007 GRAnTS: $260,000 · 2007 MARkeT VALUe: $1,057,988 2007 GRAnTS: $70,000 2007 MARkeT VALUe: $1,970,797 Fifth third Bancorp Chairman George Charles and Melba townsend created a. Schaefer, Jr. and his wife, Betty, the louis and Melba Schott Foundation established their foundation in 1997 to to honor Melba townsend’s parents. fund charitable initiatives of interest Created upon the passing of Mr. and to the family in Greater Cincinnati. Mr. Mrs. townsend in 2003, the Foundation Schaefer became president of Fifth third exists to provide assistance to youth, with Bancorp in 1989 and served as president emphasis on youth in primary school and Ceo from 1990-2007. through junior high school age who as active volunteers who have are disadvantaged because of medical long supported numerous charitable The George A. Schaefer, Jr. and Betty Ann condition, economic status, or family organizations, Mr. and Mrs. Schaefer Schaefer Foundation supported Seton High background. the Foundation funds created their foundation as a complement School in 2007. programs that develop self-confidence, to that work, as well as a way to involve disciplined living, and an appreciation their children in philanthropy. of music. the Foundation also makes In 2007, the George a. Schaefer, Jr. grants that are aligned with Mr. and Mrs. and Betty ann Schaefer Foundation townsend’s pattern of giving throughout supported several organizations and their lifetime. educational establishments, including the College of Mount St. Joseph, elder High School, national underground railroad Freedom Center and the taft Museum of art. LiLLiAn i. SULLiVAn TRUST MARGAReT e. SULLiVAn TRUST 2007 GRAnTS: $255,795 2007 GRAnTS: $116,742 · 2007 MARkeT VALUe: $3,587,077 2007 MARkeT VALUe: $4,279,312 the Margaret e. Sullivan trust benefits annual income from the lillian I. Mercy Hospital Mt. airy and Mercy Hos- Sullivan trust benefits the american Heart pital Western Hills for general operations; association, Hamilton County unit of Miami university for the Sarah Sullivan the american Cancer Society, Cincinnati Scholarship; and Wilmington College for association for the Blind, little Sisters of the John W. Sullivan Scholarship. the poor and St. rita’s School for the Deaf. Students attending Miami University in Oxford, OH, are beneficiaries of support from the Margaret E. Sullivan Trust for the Sarah Sullivan Scholarship. 2007 Annual Report 11 family, co-trustee and agent foundations WARRinGTon FAMiLy FoUnDATion 2007 GRAnTS: $746,428 · 2007 MARkeT VALUe: $10,065,117 elsie Holmes Warrington (1915-2003), lawyer. He also was trustee of the research, and union Bethel. John W. Warrington’s sister and youngest Cincinnati art Museum, taft Museum, John Wesley Warrington (1846-1921) daughter of George H. Warrington, Cincinnati Music Hall, Cincinnati was a farmer who joined the 110th ohio formed the Warrington Foundation Symphony orchestra, american School of Infantry and fought in the Civil War in 1997 to memorialize her family and oriental research, and union Bethel. battles of Winchester, the Wilderness and continue their philanthropy. She was an George Howard Warrington Cold Harbor. after the war, he became avid supporter of the Cincinnati Historical (1872-1940) was a scholar, art collector, a distinguished lawyer and advisor to Society, the Cincinnati art Museum, the and distinguished lawyer. He also was presidents Hayes, Garfield and taft. He taft Museum, the Cincinnati Zoo and a member of president Wilson’s war also was judge of the uS Court of appeals Botanical Gardens, and many other administration, trustee and founder of for the Sixth Circuit. charitable organizations. the university of Cincinnati, and trustee trustees of the Foundation are leslie John Wesley Warrington (1914-1996) of the Cincinnati art Museum, College- Warrington Bailey Hardy, Samuel Bailey, was a scholar, art collector, decorated Conservatory of Music, Institute of Jr., John Warrington Bailey, and Daniel World War II officer and distinquished Fine arts, american School of oriental allen Bailey. CoRALe B. WoRkUM TRUST THRee ARTS MAe WARD 2007 GRAnTS: $242,096 SCHoLARSHip FUnD SCHoLARSHip TRUST 2007 MARkeT VALUe: $4,389,299 2007 GRAnTS: $33,000 2007 GRAnTS: $22,316 2007 MARkeT VALUe: $1,028,651 2007 MARkeT VALUe: $627,396 the Corale B. Workum trust supports scholarships for men and women at the the three arts Scholarship Fund Mae Ward was a school teacher in university of Cincinnati and interfaith provides for scholarships to female Boyd County, Kentucky, for 43 years. students of ancient and modern Hebrew students of music, painting, drama and During her career, she observed many religion at Hebrew union College-Jewish the arts. students who had good grades and were Institute of religion. active in their school, churches and com- munity, but could not earn scholarships. Based on an idea from another scholarship trust, Mrs. Ward established eDGAR k. SpRinGMAn e. pAUL AnD GARneT this trust for students graduating from SCHoLARSHip FUnD THoMpSon TRUST Boyd County, Kentucky, high schools. 2007 GRAnTS: $52,500 2007 GRAnTS: $16,515 2007 MARkeT VALUe: $1,167,748 2007 MARkeT VALUe: $487,766 edgar K. Springman lived on a farm e. paul and Garnet thompson had near Goshen, ohio. Before his death at no children of their own, but, as teachers, age 50, he drew up a plan to annually felt a strong commitment to help children award scholarships to deserving obtain a good Christian education. graduates of Goshen High School for a they established their trust to provide college or university education. scholarships to students attending rose Christian School in ashland, Kentucky; Kentucky Christian College in Grayson, Kentucky; and asbury College in Wilmore, Kentucky. 12 The Foundation Office at Fifth Third Bank The Foundation Office at Fifth Third Bank
"The Foundation Office at Fifth Third Bank"