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ANNUAL REPORT 20 21

30 YEARS 1995 1991 BCCF established partnering with Colon Foundation Colon Foundation Fund established as permanent endowment within BCCF and endowments reach 1M Applied for W K Kellogg 1M matching grant for youth endowment fund and established Youth Advisory Council 1998 First donor advised fund established by Hal Lillian Creal BCCF moves offices to Southern Michigan Bank Trust 1997 1992 2020 2007 First emergency relief fund established partnered with local United Ways for emergency relief grants and BCCF endowments reach 8M Legacy Society established 2016 BCCF celebrates 25 years 2000 Endowments reach 2M and W K Kellogg youth endowment grant received in March 2000 BCCF endowments reach 7M BCCF endowments reach 5M 2021 BCCF celebrates 30 years 2017 2013 OF PUTTING OUR COMMUNITY FIRST 2 Branch County Community Foundation 2020 2021 Annual Report 3

Letter to the Community Who We Are This year the Branch County Community Foundation celebrated our thirty year anniversary In 1991 local Rotarians came together and saw a need for a Community Foundation that would benefit Branch County and Colon They were true visionaries they dared to dream and visualized leaving a legacy that would permanently benefit the residents of our community In 1991 Coldwater Noon Rotary gave the first gift of 50 000 with Bronson Quincy and Union City Rotary Erica Heminger Clubs also contributing shortly after Executive Director With thoughtful investing and continued support from our donors and communities that initial investment of 50 000 has grown to over 9 Million Over the last thirty years the Branch County Community Foundation has been able to grant back over 15 Million in grants to our community partners and providing scholarships for high education for our residents Our community leadership continues to evolve and we are connecting community resources and convening two community focused groups the Branch County Community Network and the Local Planning Body of the Continuum of Care Our grants continue to expand and touch more areas in our community as we focus on making investments back into our community We are honored to be able to highlight a portion of the impact we have had on our community with our 30th anniversary annual report and we look forward to another prosperous thirty years of putting our community first OUR MISSION We promote and inspire community generosity and giving by bringing together passionate people and resources in our collective efforts to make an enduring difference in the community we love OUR LONG TERM VISION FOR 2026 BCCF is well established as a community leader and viewed as an important resource for key community initiatives focused on making Branch County and Colon places people want to live work and visit We have a reputation as a strong community partner who is willing to innovate and collaborate to address important community needs The community understands who we are what we do and how to connect with us Our Board and staff are proud of the work we are doing and are energized and comfortable representing us and serving as ambassadors We have a diverse Board and team of volunteers representing a range of ages backgrounds and interests Erica Heminger Executive Director 4 Branch County Community Foundation We have a culture of success and serve as a role model for best practices and performance 3 YEAR GOALS TO MOVE US FORWARD IN ACHIEVING OUR LONG TERM VISION Increase community awareness and engagement through an aggressive and systematic outreach program Grow our revenue to provide unrestricted funding to support key community initiatives Develop our internal capabilities and future leadership Identify a highly visible community initiative that actively demonstrates our leadership role in addressing an important community need WE BELIEVE IN Working together to build strong communities Openly sharing who we are and how we operate Honoring donor intent Creating beneficial outcomes for all of our constituents Creating mission based financial sustainability sot that we can continue to serve in perpetuity 2020 2021 Annual Report 5

Board Staff Volunteers In addition to staff there are over 30 volunteers serving on committees and our board of directors Our twelve member donorled board consists of volunteers from all over Branch County and the Colon area and includes a member of our Youth Advisory Council These dedicated volunteers have expertise in business governance finance and other skills we need to operate transparently efficiently and effectively Board members serve limited terms without compensation 2021 OFFICERS DIRECTORS Connie Winbigler Coldwater Chair Erica Heminger Executive Director Ron Rose Litchfield Vice Chair Madison Hostetler Operations Planning Josh Jones Coldwater Treasurer Devonnie Warner Foundation Specialist Don Germann Coldwater Secretary Mallory VanWagner Youth Advisory Council Advisor Keely Beemer Union City Mackenzie Bracy Youth Advisory Council Advisor Rick Chard Bronson Anne Freiburger Colon Tate Hostetler YAC Michael Hoffner Quincy Chuck Lillis Coldwater Brian Miller Coldwater DIRECTOR EMERITUS Paul Creal Hillary Eley Robert Mayer Remus Rigg Patricia Klein Shoemaker Patti Miller Colon Jenn Searls Union City 6 STAFF Rachel Hard Branch County Community Foundation 2020 2021 Annual Report 7

The spring grant cycle had 19 288 go back into the community Youth Advisory Council was able to fully fund five different projects that applied for a YAC Grant The organizations and projects that received funding include BCCADSV for their Teenshare program the Branch ISD CORE team for their CORE in the Community Playground Edition Project Children s Museum of Branch County for a new River Rock Climbing Wall Coach Eby Youth and Family Center for a new gaming system for Friday Night Alive and Colon Township Friends of the Library for Activity packs for tweens and teens in the community YAC The Youth Advisory Council YAC is the Community Foundation s youth philanthropy program YAC is dedicated to effective grantmaking endowment building leadership and improving the viability of our communities by involving youth in the visioning and decision making process The group consists of individuals ages 12 21 from Branch County and Colon Michigan YAC started 2021 strong even in the midst of a pandemic YAC showed their creativity and resiliency by getting creative for their traditional service projects In 2021 YAC held a 8 virtual shopping event for their annual partnership to provide Christmas gifts for families with children They were able to help 13 families and provide gifts for 23 youth throughout Branch County Continuing with their usual service projects YAC was able to fund items for hygiene kits that were disbursed throughout Branch County and Colon With YAC s creativity they were able to meet at an outdoor location to socially distance and all hygiene kit items were divided stuffed and delivered to the Branch Area Food Pantry Colon Food Pantry and Quincy Community Schools Branch County Community Foundation The YAC board was extremely excited to be able to fully fund all of the grant requests that were presented to us Tate Hostetler YAC President All of the organizations that applied and have received funding are making real tangible differences for the youth in Branch County and Colon We are thrilled to be able to help support these groups in their efforts to continue to make the community a better place particularly in this difficult season said YAC President Tate Hostetler Finally YAC was able to get their Needs Assessment out online where they received the largest response rate at over 500 participants The top three concerns of youth in our community are Mental Health Poverty Providing and School Climate They are looking forward to using the important needs assessment to steer their grant making process in 2022 BOARD OFFICERS Tate Hostetler President Nolan Ray Vice President Liam VanWagner Treasurer Elly Brewer Secretary Alexis Galliers Alyssa Fisher Mia Ostrander Eric Rucker Janet Rucker

Our Impact COMMENTS FROM DIRECTOR EMERITUS 30 years It seems like just yesterday local Rotarians began encouraging financial gifts to the newly established Branch County Community Foundation a sustainable Foundation designed to support and give back to the community For 30 years that is what BCCF has been doing effectively With initial support from the Kellogg Foundation and exceptional financial support from the local citizenry BCCF has been tireless in its mission to enhance the quality of life in our community Several funds within the Foundation serve to seek out evaluate and by granting funds to make investments into our community all while encouraging the continuation of viable community programs Another generation of philanthropists is trained through the Youth Advisory Council thereby encouraging the continuation of sustained community involvement and support Congratulations Kudos and Thank You Branch County and Colon for 30 years of encouraging caring and supporting YOUR Community Foundation 10 Patricia Klein Shoemaker Director Emeritus Branch County Community Foundation

that every single EMS Vehicle is equipped with a bag With this funding the team was able to fill 48 bags total Charlene Fincham a Teacher Consultant at BISD and member of the BISD CORE Implementation Team has also met with and trained 45 EMS workers within Branch County Core Buddy Bag Project The Branch Intermediate School District BISD CORE Implementation Team began integrating CORE vocabulary into classroom setting at Waldron Learning Center and the Early Childhood Special Education Programs four years ago CORE Vocabulary is a communication system that can be used between all people Because it uses pictures which the speaker points to the listener can watch which pictures are pointed to and understand what the speaker is saying These CORE Communication Boards include a set of 48 pictures that are used 80 of the time in our daily conversations The CORE Communication Board can help those who have difficulties communicating ask for help tell others the needs they have ask for directions tell somebody they are hurt or lost and can be a very valuable tool when communicating with anyone around For the CORE Buddy Bag Project the BISD Core Implementation Team received 2 000 to fill CORE Buddy Bags to the County EMS agencies so With these bags being available to EMS Workers and with trainings and awareness being given the Community members of Branch County will now have access to a communication system in the event that an individual with low or no language interacts with an EMS worker The EMS workers have graciously been very accepting of these trainings and Buddy Bags saying over and over again how helpful it will be to be able to communicate Thanks to grant funding from BCCF every single EMS Vehicle in Branch County is equipped with a Buddy Bag Through the trainings and discussions at local departments additional pages were added to the CORE Buddy Bag Booklet These pages include CORE in the languages of English Spanish Arabic and French Pages relating specifically to accidents and fires have also been added to assist EMS workers when engaging with individuals who may not use English as a primary language The grant funding provided by the Forever Fund has allowed for the possibility that individuals with low and no language can now communicate with EMS workers in the event of an emergency and allows for independence and quick decisions TRAININGS HAVE TAKEN PLACE AT Branch County Sheriff s Department Coldwater Fire Department Coldwater Police Department Bronson Fire Department Bronson Police Department Michigan State Police Life Care Ambulance Quincy Police Fire Department

CORE Vocabulary is a communication system that utilizes pictures to enable communication

Workforce Development Institute WDI Removal of Barriers for Employment Even with the COVID 19 pandemic significantly slowing job seeker activity WDI has been able to assist Branch County job seekers and workers with various supportive services thanks to funding from the Branch County Community Foundation Forever Fund and the Emergency Relief Funding With the grant funding WDI has been able to assist individuals with work related items such as work boots or work shoes scrubs for employment in the healthcare field and interview and dress clothing There was also funding available to cover a variety of fees that are related to obtaining new employment such as driver s license renewal fees birth certificate fees fingerprinting fees vehicle registration pre paid fuel cards BATA passes and one replacement I 90 for a job seeker who needed this document to begin new employment at Clemens Food Group In addition to helping many individuals with much needed supportive services WDI has strengthened referral relationships with many 16 community service agencies such as Jacob s Well Pines Behavioral Health and Branch County Coalition Against Domestic Sexual Violence With these relationships community partners and agencies have become more aware of the available funds and have made numerous referrals accordingly While many of these expenses may seem small to a lot of people they can be quite substantial to those who have been unemployed for any length of time or are just beginning a new job and will not receive their first paycheck for a week or two In most cases when WDI receives requests for help the job seeker is beginning new employment within 2448 hours and they need work boots clothing or gas for their car right away The grant funding has provided WDI with the flexibility to provide supportive services to job seekers and workers very quickly and truly makes a huge difference in the lives of many of the recipients of the funds Branch County Community Foundation SUCCESS STORY A NEW START One individual received assistance with dress pants for an interview and fuel cards to assist with job search and travel to interviews She stated that she had been in a domestic violence situation and had to leave all of her nice clothes at her previous home After attending a handful of interviews she was selected for a new job Once she was selected in the interview process Community Good Grant funds were used to pay fingerprinting fees to meet one of the pre employment requirements for the new position She is now working as a Home Care Aide She stated that she couldn t believe there are programs to help with these kinds of expenses and was very grateful with the assistance that would help her provide for her children and get back on her feet able to assist him with BATA passes to get back and forth to job interviews and the Service Center for job search activities until he was able to get a vehicle He still stops in from time to time to let the Michigan Works staff know that he is doing well SMALL EXPENSES WITH A BIG IMPACT SUCCESS STORY FROM HOMELESS TO HOPEFUL An individual received assistance with the purchase of work boots and pre paid fuel cards to begin new employment at Clemens Food Group He had just moved to the area and was homeless and without transportation when he first began going to the Michigan Works Southwest Service Center They were 2020 2021 Annual Report 18 residents received work boots or shoes 11 residents received work clothing or scrubs 8 residents received financial assistance with job expenses fees 60 residents received a 25 pre paid fuel card 192 BATA passes were provided 17

Fresh Food Initiative Bronson The South Michigan Food Bank partners with ninetyfive agencies to offer Fresh Food Distributions FFD six of which are in Branch County South Michigan Food Bank received funding from the Forever Fund to hold a year long Fresh Food 18 Distribution in Bronson MI With the Fresh Food Distributions residents gain access to free healthy options for their meals allowing them to supplement not make sacrifices Branch County Community Foundation It s been very rewarding just seeing the difference it s made You can tell people need it and are thankful for it A lot of people comment and say how appreciative of it they are Connie Distribution Center Volunteer Throughout the year the Bronson Community Schools FFD has served 150 households each month providing 54 905 pounds of fresh food into the community 2020 2021 Annual Report 19

Scholarships In 2021 the Branch County Community Foundation was honored to fund 40 scholarships totaling 54 500 to local residents who are pursuing higher education Students graduating from or who live in our service area and plan to enter an appropriately accredited post secondary institution including trade schools two year degree programs community colleges and 4 year Degree colleges and universities are welcome to apply 20 Branch County Community Foundation 2020 2021 Annual Report 21

Day Treatment Kitchen Project In 2021 the Branch County Juvenile Court s Day Treatment Program received funding from the Forever Fund to fund upgrades to their kitchen allowing the Day Treatment Kitchen program to drastically expand and improve Branch County Juvenile Court s Day Treatment Program is designed to provide services to delinquent youth who have struggled with delinquent behavior criminal acts or status offenses truancy incorrigible behavior minor in possession etc within the home school and or the community The program promotes delinquency prevention educational commitment and the development of responsible productive citizens Services of the Branch County Day Treatment Program include social skills training anger management value clarification individual counseling group therapy character development individualized education accountability daily routines healthy activities learning activities staff guidance appropriate discipline role modeling and teamwork Youth are served breakfast morning snack lunch and afternoon snack daily 22 The Day Treatment Program was able to partner with the Branch Area Careers Center Culinary Arts Program who provided instructional materials and a curriculum Then the program was able to purchase appliances from Swick Appliances The Day Treatment staff were able to incorporate meal planning and shopping for the week into the Day Treatment routine Youth in the program were given opportunities to choose recipes that they wanted to try preparing and many fresh foods were incorporated into the meals The grant from the Forever Fund was a turning point for the programming at the Day Treatment Program and they are looking forward to provide youth with even more opportunities The Day Treatment Program is planning on expanding partnerships with MSU Extension and providing Teen Cuisine and PEAK Health Performance curriculum in the near future What I like most about cooking is trying new things I like different types of seasonings and new recipes It teaches me how to cook plus we all have a really Branch County Community Foundation good time hanging out together trying to use teamwork on prepping and making the meal Making the food is fun and is something to do especially when you try new stuff I feel it is really productive and time well spent It helps me get my mind off other stuff that is going on I feel like everyone here needs that every now and then We all love cooking and it s just something for us all to do together Day Treatment Youth There are many great things that came with the introduction of the stove and refrigerator Showing the students the planning and preparation that goes into meals was important It was something that gave them a perspective of what it actually takes to prepare a meal for more than just themselves The hope would be that it also gave them an understanding and appreciation for what their parents do to manage mealtime at home every day 2020 2021 Annual Report Day Treatment Staff 23

Children s Museum of Branch County THE EVERBRIGHT EXHIBIT AND ROCK CLIMBING WALL Colon Downtown Development Authority The Colon Foundation Fund was able to grant funding to the Colon Downtown Development Authority for a new Colon Downtown Visitor and Community Information website The funds were used to create a new dynamic and comprehensive website for Colon s Downtown District with a focus on local resources events businesses and attracting new visitors With the new website there is an anticipated increase of community involvement by centralizing information for community residents and promote tourism for visitors 24 The ability to promote Colon also allows for new forms of revenue for the DDA to continue to reinvest in their Downtown Development The Children s Museum of Branch County received grant funding for two different projects The Everbright Exhibit with funding from the Early Childhood Investment Fund was installed in June 2021 The Everbright Exhibit is described as an interactive art for the maker in everyone It is similar to a giant Lite Brite but without the removable pegs Because of its size it is wheelchair accessible and it is designed to be used by multiple people of varying ages simultaneously Currently CMBC is the only children s museum in Michigan that has an Everbright Exhibit installed which places Branch County in a unique situation to attract the youngest to the area In the Spring of 2021 the Youth Advisory Council fully funded CMBC s request for a River Rock Climbing Wall to be installed at the museum This exhibit is a great opportunity for kids between the ages of 2 10 to explore their surroundings and become more independent The River Rock Climbing wall allows children to work on balance hand eye coordination and problem solving skills The Branch County Community Foundation is proud to invest in local agencies that not only attract tourist to the area but also are always looking for new exhibits for the children in our community to enjoy learn and grow The Colon DDA is working hard for the future of downtown Colon They were able to secure some re branding for the Village with a new logo that has a nod to the Magic Capital and their rich history They also will be working with MSU Sustainable Built Environments Initiative Program Branch County Community Foundation 2020 2021 Annual Report 25

Matching Funds for Sound and Light Equipment at Tibbits Tibbits Opera House received funding from two Donor Advised Funds at the Branch County Community Foundation the Scott Brayton Memorial Fund and the Dan Judy Dobson Fund that helped with a sound and tech upgrade The grant funding helped Tibbits meet the required local match for the Michigan Council for the Arts grant which covered 50 of the 126 000 total project cost As an early donation Branch County Community Foundation funding helped Tibbits demonstrate an early investment in the project which helped leverage additional gifts As Tibbits continued to seek donations to meet the match donors recognized the support of the Branch County Community Foundation as giving merit to the project This is the first comprehensive investment in sound and stage equipment since the theater s renovation in the 1970s The completed project has provided a noticeable improvement to the overall theatre experience for Tibbits audiences Tibbits Staff have received many unsolicited comments from attendees noticing the difference in the sound or how they have been impressed by the new lighting effects The project included a new digital console with flexible mixing capabilities stage monitors and main speakers inconspicuously mounted on each side of the proscenium Together the system provides balanced sound for all seating areas on the main floor and balcony More than volume quality sound is about clarity and balance in every seat of the theatre and adjusting the nuances of each performer at each unique performance The system is fully installed so it s seamlessly integrated and allows easy set up for multiple performance scenarios including theatrical performances music concerts film and events The investment also included a new cyclorama curtain a centerpiece of many stage designs new LED lighting instruments a short throw projector and two portable screens as well as a system to film and record performances One of Tibbits main program areas it its professional summer theatre program with an outstanding production standard The investment was fully utilized during the 2021 summer season once shows were moved back into the Theatre with the season beginning at an outdoor venue because of the COVID 19 pandemic 26 Branch County Community Foundation 2020 2021 Annual Report 27

Why Colon Why Branch County Many donors wonder why they send their gifts to the Branch County Community Foundation when they live in the Colon area Many other donors wonder why the Branch County Community Foundation serves an area that is in St Joseph County It s a long a beautiful relationship which continues to benefit both Branch County and the Colon area CREATION OF BRANCH COUNTY COMMUNITY FOUNDATION In 1991 five Branch County Rotaries met in an historic luncheon to create the Community Foundation Many of the early board members had strong relationships to the Colon area and Branch County was able to create a fund within the existing Colon Foundation allowing the Branch County Community Foundation to receive donations while they could establish their non profit status and become certified as a Community Foundation The Branch County Community Foundation was established as a stand alone organization in late 1991 KELLOGG AND COUNCIL OF MICHIGAN FOUNDATIONS YOUTH PROJECT MATCH Through the Council of Michigan Foundations CMF and the W K Kellogg Foundation s Youth Project donations to funds within community foundations throughout the state of Michigan would receive a 50 match to create funds for youth activities The Branch County Community Foundation received the first matching grant in 1995 and established the Youth Advisory Council YAC to oversee the grant making process for the newly created Youth Fund and to encourage youth volunteerism and philanthropy 28 Branch County Community Foundation COLON AND BRANCH COUNTY UNITE AGAIN About that same time in 1995 a gift was given to the Colon Community Schools to be used as an endowment fund for scholarships for Colon graduates Realizing that the Colon School Board was not in the business of managing endowments it was suggested that the Colon School Board turn the money over to the Colon Foundation in order to receive the matching W K Kellogg Foundation grant funds toward a YAC fund However the grant required that the Capital Community Foundation s director work at least 20 hours per week Colon Foundation could not fulfill that requirement The Colon Foundation knew Branch County had a full time director and presented the Branch County Community Foundation with the idea of creating funds for the Colon area When the Boards of Colon Schools Branch County Community Foundation and Colon Foundation agreed the Colon Foundation became a component fund of the Branch County Community Foundation The partnership allowed donations to the Colon funds to be eligible for the Kellogg match increasing the Youth Fund and expanding its scope to Colon And that year in large part because of the partnership with the Colon Foundation Community Foundation assets reached over 1 000 000 growing the collective investment power On November 22 1995 the Colon Express quoted then Branch County Community Foundation Executive Director Coco Cook as saying residents of Branch County and Colon will benefit from a new partnership as the Colon Foundation has become a geographic component fund of the Branch County Community Foundation Grants and scholarships were being awarded regularly and the Youth Advisory Council YAC had 47 members the second largest in the state CONTINUING STRONG TIES As of the end of fiscal year 2021 assets in the Community Foundation have grown to 9 million dollars in over 150 funds Together these funds have awarded over 15 million dollars in grants and scholarships to assist organizations and students in our entire service area By holding different funds with different focuses donors have the opportunity to give to specific funds benefiting a cause a city or village a project a specific organization or to help grow unrestricted funds for both Colon and Branch County Together we continue to build stronger communities in both Branch County and the Colon area 2020 2021 Annual Report 29

Types of Funds COMMUNITY FUNDS SPECIAL PURPOSE FUNDS Community Funds are flexible funds created to support a broad range of community projects and to meet emerging needs and opportunities and allow the Community Foundation to determine annual recipients Special Purpose Funds allow donors to create funds that support targeted goals or specific charitable organizations DONOR ADVISED COMMUNITY PRIORITIES FUND UNRESTRICTED Donors can create named unrestricted funds to support the current and future quality of life in our area and give the Community Foundation discretion to use the annual income for a broad range of community projects that respond to changing needs The Forever Fund supports the community now and in the future by awarding grants for any project or program that improves the quality of life in Branch County and supporting the Community Foundation s work in our communities The Colon Foundation Fund serves the Colon Michigan area COMMUNITY FOUNDATION ANNUAL FUND BCCF LEADERSHIP FUND These funds support the Community Foundation as we help build capacity in our local nonprofits support grassroots initiatives and work with our partners to improve the quality of life in our service areas FIELD OF INTEREST FUNDS This type of fund allows donors to identify and support a broad charitable purpose or category of interest such as the arts education or human services or a particular geographic area in the Community Foundation s service area These funds are flexible and allow the Community Foundation to meet emerging needs and opportunities in each interest area 30 Branch County Community Foundation With these funds donors work with the Community Foundation by reviewing grant proposals from the Community Foundation and by proposing grants to organizations and projects they discover This partnership increases the breadth and depth of grantmaking impact for both the donor and the Community Foundation Recommendations are referred to the Community Foundation s Board of Directors for approval Advised funds become unrestricted or field of interest upon the death of the donor or at the end of a specified period DESIGNATED Designated Funds are created to support one or more specified organizations that the Donor names at the time the fund is established Distributions from these funds may provide general benefit to a particular organization or may be specified for a specific program or project of the organization SCHOLARSHIP The Community Foundation administers scholarship funds through one centralized application process Donors may contribute to the Community Scholarship Fund or with a minimum balance of 50 000 donors can create a separate named fund for scholarships SPECIAL PROJECT The Community Foundation s primary mission is to establish permanent funds However we offer temporary funds as a donor service to assist with distributions of memorial donations or for fundraising efforts that benefit our communities

How You Can Help TYPES OF GIFTS ACCEPTED The Branch County Community Foundation is extremely flexible in the types of assets that may be used to make a contribution to an existing fund or start a new fund Donors may contribute gifts during their lifetimes or through wills or trusts and gifts may be made in memory of or in honor of a friend or loved one GIFTS OF CASH Gifts of cash are most popular for many people who make smaller contributions to the Foundation The cash gifts contributed each year help the community s endowment funds grow and allow the Community Foundation to expand our support to the community through grants SECURITIES The Community Foundation gratefully accepts gifts of securities If either public or private securities have appreciated over time the owner may incur substantial capital gains taxes if the stock were sold outright The donation of appreciated securities can offer the donor attractive income tax benefits including relief from capital gains tax liability LIFE INSURANCE POLICIES Many people are surprised to learn that their life insurance policies can become a charitable gift Life insurance is usually purchased to protect the family from financial loss due to the death and loss of income of one or more family members Normally the need for life insurance protection lessens as an individual grows older Children are grown self supporting and through college the mortgage has been paid and an estate of other assets has been acquired The insurance has served its original purposes and can become a gift to the Community Foundation The donor receives an immediate tax deduction usually equal to the cash surrender value 32 Branch County Community Foundation REAL ESTATE Gifts of real estate can include homes condominiums apartments undeveloped land farmland and rental property Such gifts may help the donor alleviate management costs and responsibilities if the property were held and capital gains tax and broker s fee if the property were sold When you give gifts of real estate the Community Foundation in turn sells the property and depending on the amount contributes the proceeds to an existing fund of your choice or opens or increases your own fund with the income from the sale You receive a charitable tax deduction equal to the fair market value of the property and you pay no capital gains tax on the sale Leave a Legacy THE LEGACY SOCIETY Legacy Society members have provided an estate gift in their wills or trusts or have named the Branch County Community Foundation as the beneficiary of their 401K IRA and life insurance policy Donors can also establish a planned gift that returns income to them during life Joining the Legacy Society is simple 1 Arrange your estate to leave a gift to the Community Foundation 2 Let the Community Foundation know you have made the necessary arrangements We encourage you to discuss the intent of your gift with the Community Foundation to ensure we best comply with your wishes

Legacy Society Members Gifts in Honor Robert Bridget Mayer Founding Member In Honor of Anne L Marso Marcena W Love Patricia Klein Shoemaker Founding Member In Honor of CeCe Tommy Rosie Jessica Maynard Hal Lillian Creal Founding Member In Honor of Chuck Lillis Branch County Community Foundation Board of Directors Marvin M Rosenberg Founding Member In Honor of Connie Winbigler Branch County Community Foundation Board of Directors Marcelyn L Labelle Founding Member In Honor of Ron Rose Branch County Community Foundation Board of Directors Dr Raymond Mary Jo Kranz Founding Member In Honor of Kenneth Wyant Kevin Patti Miller Colleen Knight Founding Member Donna Craun Cowden 34 Branch County Community Foundation 2020 2021 Annual Report 35

Gifts in Memory Gifts in Memory In Memory of Barb Gordon Rick R Lynn M Paul In Memory of Lowell Wells Florence E Wells In Memory of Barbara Dirschell Paul Connie Winbigler In Memory of Luella Senker Jeryn Carol Frederick Dennis Jill Dirschell Barbara Snow Leonard Betty Kolcz Lois Tell Nancy Hutchins In Memory of Deacon Al Provot Jessica Maynard In Memory of Dennis Cudahy Paul Connie Winbigler In Memory of Dennis Decker Courtney James In Memory of Martha Cline Birkhead Kevin Patti Miller In Memory of Maureen Petzko John Petzko William Karen Malatinsky In Memory of Ray Kranz Mary Jo Kranz In Memory of Dr Stanley Bushouse Patricia Klein Shoemaker Patty Mark Claerbout Sandra Tanal William Sharon Chinery In Memory of Robert Ethel Beauchamp Neil Teresa Sydor In Memory of Evon Pluister Diane E Godfrey In Memory of Robert Foster Paul Connie Winbigler In Memory of Helen Schaupp Catherine A Schaupp In Memory of Kelli Loveberry Roma Loveberry Bishop In Memory of Sallie Gates Betty McLatcher Bucklin Family Dentistry Caroline Lowe CCS Admin Team Dennis Jill Dirschell Donna Galliers Evelyn A Corbin W Grimes Gene Connie Wagoner Jim Terry Whelan Joyce Hubbs Kevin Michelle Sheppard Lucille Sheppard Marcella K Gates Myra Ferry Nora Richard McLatcher Penny Geishert Richard Sherry Potchynok Rick Gates Rita Brian Moore Sara Rzepka Scott Diane Morrison Shana David Grife Todd Julie Farmer In Memory of Kendra Thrasher Donald Thrasher In Memory of Sherry Lutterbeck Jerry L Lutterbeck In Memory of Larry Anderson Sally Whitten In Memory of Virginia Tenney Tom Christine Tenney In Memory of Lois Hostetler Cathy Hinkley Kevin Patti Miller Lindsay Wriston Verlan Sandra Miller In Memory of Waive Wardwell Patricia Klein Shoemaker In Memory of Irma L English Doug Ann Reiter 36 Branch County Community Foundation Indicates deceased 2020 2021 Annual Report 37

Donors A Donors Terry Su Ann Blanchard Wayne Sheryl Case Creative Web Designing Inc Paula AcMoody Bruce Melinda Bloom Bruce Beth Caswell Michael G Alice J Crenshaw Marcia Albright Douglas A Sharon Bloom Dr Bosco Lynda Chan James Kathleen Litton Altrusa International Inc of Branch County Paul Margaret Bodkins Richard Chard Sharon Curtis Ann Boltz Dorothy Cherry AmazonSmile Foundation Anette M Booth William Sharon Chinery D Terry Sue Andress Jim Borden Patty Mark Claerbout Barbara Arnold Nancy Borden Cliff Sons Heating Cooling Jeanne Asher Bruce Danelle Bowers Coldwater Auto Service Charles H Kathleen A Davidson Justin W Sarah M Asher Branch County Coalition Against Domestic Sexual Violence Coldwater Board of Public Utilities Nancy Davis Branch County United Way Coldwater Community Schools Admin Team Christine Kenneth Delaney Caroline P Austin Melissa Austin Ray Fran Bregger B Renate Brenneke Coldwater Lake Marina Carl Brenda Demlow Coldwater On the Run DFL Enterprises Coldwater Rotary Club Courtney Dirschell Dennis Jill Dirschell Harold R Baker Bucklin Family Dentistry Deborah Balowski Stan Judy Bushouse Llyod B Josette A Barrows Diana Butler Coldwater Township Sunrise Rotary Foundation Lori Bassage C Dennis Cole Kattia M Cabrera Ronald Kay Bercaw Jeanne Berg Dennis Black Calvary Supply Integrated LLC Randy Patty Degroot Sharon Demeester Kelly Andrew Brosey Keely A Beemer Richard Damkoehler Coldwater Kiwanis Paul Kathy Bair Becker Eye Care Damiron Corporation Dan Judy Dobson Peter Gail Doerr Mellissa Connin Delton Julie Draper Barbara Ann Contat Mary Carlisle Hugh Epping Deborah Cookingham Judith Carpenter F Harold Lillian Creal E Early Bird Exchange Club Brian Hillary Eley Indicates deceased 38 Branch County Community Foundation 2020 2021 Annual Report 39

Donors Donors F G Fair Square Heating Air LLC Grace Gaglio Barbara A Hantz Donna Galliers Rachel Hard Linda Galliers Marjorie Harris Jack Kathleen Ferguson Marcella K Gates Lauri Hart Myra Ferry Rick Gates Barbara Harvey J Mary M Fetters Penny Geishert Wayne Mary Haupt M Susan Daniel E Jacoby Suzanne Fillmore Don Sue Allison Kyle Germann Sherry Haylett Courtney James Barbara Hefner Parks Tim Kris Jenkins Mareeda Gibson Hemel s Chevorlet Ronald E Joy E Johns Diane E Godfrey Erica Samuel Heminger Nate Johnson Mary Fisher Ted Cathy Gordon Daniel Marie Hemker Joshua D Carrie L Jones Jackie Foley Monica L Granger Tom Kim Hemker JT s Billiard Bar Grill LLC Donna M Ford Daniel Kayla Gray Judicial Services Group Dylan Jodi Foster Donna Green Hildebrand Marine Sea Doo Clinic Jacob Foster Ralph E Sue Ann Greenamyer Christine Hill Melton K Robert Joan Fox Shana David Grife Sharon Hillquist Tracy Kelley David Cheryl Franks Evelyn A Corbin W Grimes Cathy Hinkley Cynthia Robert Keyes Jeryn Frederick Memorial Fund Polly Grimmer Michael Bonita Hoffner Kandice Kieliszewski Carol Frederick Gary Groenendyk Joyce Hubbs R Scott Carol Kirkpatrick James Anne Freiburger Mary L Guthrie Joseph Karen Hughes Rita Klavinski Nancy Hutchins Jill Knaack John Maureen Hutchinson Mark Shawn Knaack Todd Julie Farmer Barbara Faulkner Charlene Fincham Fire Iron Motorcycle Club Station 247 Bonny Friend Karen Friend Rick Furney H Mark Hacker Farms I Cathy Hansen Walter Marjorie Inde Linda Ives Robin Iveson Colleen Knight Indicates deceased 40 Branch County Community Foundation 2020 2021 Annual Report 41

Donors Leonard Betty Kolcz Marc R Kramer Onalee J James E Kraus L Donors Marshall Community Credit Union Harold Diana Massey Robert Bridget Mayer Jessica Maynard Kevin Patti Miller Rick R Lynn M Paul Sandra K Miller John Petzko Wayne Karen Miller Platz Electric Co LLC Kathy Modert William Gerianne Post Elaine J Moore Richard Sherry Potchynok Rita Brian Moore Theresa Price Scott Diane Morrison Michael Diane Pridgeon Robert Mullally Curt R Ruth Proctor N R Nichols Accounting Tax Service LLC Richard Linda Griffith Raker Lake Access Magazine James K Donna M McAfee Todd Lancaster Dennis O McCafferty David Randi Lewis Shawn Trish McCavit Lillis Jansen P C Mary Michael McConnell Charles Jayne Lillis Janet M McDevitt Jami L Lind Tom Matthew Karen McGraw Jeff Longardner Charles Patricia McGregor Longstreet Group LLC Betty McLatcher Joseph Lisa Lopez Nora Richard McLatcher Michael F Ann M Nowicki Holly Rees Marcie Love Tonie McMaster Doug Ann Reiter Roma Loveberry Bishop Mary McRae O Caroline Lowe Michael Cinda Meese Jerry L Lutterbeck Marilyn Larry Ostrander James Christine Melton Patricia D Lewis Sandra R Reichhart Lyle Joyce Otis M Kathleen Merrill Dennis Diane Reigel Mark A Janet Lee Ott Richard Kathleen Merrill Bernadette M Rieger Anne Virginia Oxenrider Remus Donna Rigg William Karen Malatinsky Michigan Commercial Interiors LLC Zachary Rigot Lynette Mallow P Midwest Optometry Group PLLC Janet R James R Robinson Marvin Betty Malovey Wendi Chipper Paradine James Marion Miller Ron Ruth Patch William J Janice K Robinson Majaac Inc Todd Vicki Manning Dale N Roberta J Norton Alan Rakocy Don Carol Read Georgann Reppert Ron Olmsted Indicates deceased 42 Branch County Community Foundation 2020 2021 Annual Report 43

Donors Donors Lawrence Judy Rogers William R Kim P Smith Cork Carol Tinervia Valerie White Ron Rose Dan Smith Alfred Melissa Tremblay Sally Whitten Marvin M Rosenberg Forrest Barbara Snow Rebecca M Troust Lynn F Doreen L Wilcox Cynthia Rowe Joseph Susan Sobeske Francis Wendi Williams Royalty Fence Deck LLC Nancy Sprow V G David Rubley St Agnes Catholic Church R David Rumsey Shelby Stanley Steven Christina Rutz Darlene Starr Sara Rzepka Janette Stephens Trust S Mary Gail Stevens W Laurie A Stout Gene Connie Wagoner Lindsay Wriston Norbert P Strobel Lucinda Wakeman Dr C C Ann L Wu James Strock Thomas Tina Waller Kenneth Judy Wyant Jo Ellen Summitt Walmart Foundation Terry L Wynn Neil Teresa Sydor Cynthia Thomas Watson Z S A Professional S D Landscape Irrigation David Janice Sattler Karl Scharf Cathy Bob Schaupp Donna Schroeder T Scott Fair Insurance Agency LLC Sandra Tanal Jennifer Searls Douglas Jennifer Targgart Mr Mrs D Sharrard Lois Tell Kevin Michelle Sheppard Tom Christine Tenney Lucille Sheppard David Terrasi Michelle Sheppard Donald H Thrasher Marlin Joan Shiery Mike Tighe Paul Connie Winbigler Barbara Vainner Brittany Wisman Mallory VanWagner Karen Michael Wood Tonia Vorce Kelley B Wood Charles E Vreeland Elaine A Woodcox Linda K Robert K Woodhams Tara L C Wayne Weaver Joshua Webb Brent Margaret Weigle Larry Weikart James C Marilyn S Zabonick Richard M Beverly A Zeluff John A Leslee A Ziegler John Wellet Richard L Wendorf William Darlene West Jim Terry Whelan Charles Amy Whitaker Indicates deceased 44 Branch County Community Foundation 2020 2021 Annual Report 45

Lifetime Donors Lucile Burnside Estate Rosella McLaughlin Bill Geiger Coldwater Township Sunrise Rotary Foundation Michigan Association of Retired School Personnel Kiwanis Club of Colon James Barbara Edgett Marvin M Rosenberg F Harold Lillian Creal Glema Jones Trust Dr Mrs G David Rubley Max Larsen Trust Ms Dorothy Mannerow Patricia Klein Shoemaker PHILANTHROPIST 1 000 000 Council of Michigan Foundations HUMANITARIAN 500 000 Branch Hillsdale St Joseph County Health Plan Thomas Bott Trust AMBASSADOR 50 000 Asama Coldwater Manufacturing M Marie Bettinger Emerson John Broker Dr C C Ann L Wu Robert Bridget Mayer Dr Mary R Moore Walter Otis Altrusa International of Branch County Presbyterian Health Clinic of Branch County Max W Benjamin Charitable Remainder Unitrust Curt R Ruth Proctor Colon Community Schools Coldwater Kiwanis Dan Judy Dobson Colon Foundation Branch Intermediate School District Blaque Arlouine Knirk Crotty Corporation Jennifer Brown Rand Linda McNitt Irrevocable Trust Wava Jean Gano Gonsala Cardenas Elmer Doris Houghton Century Bank Trust John Marguerite Kenyon Scholarship Trust Coldwater Cardinal Booster Club Thomas E Kolassa Coldwater Noon Exchange Club DESIGNER 100 000 Mary Jo Kranz Coldwater Rotary Club Estate of Joseph Bakle James Kathleen Litton Cummings Family Foundation Phyllis Bronson Marcie Love Emory Sechrist Scholarship Trust Branch County Community Foundation D Lynn Carolyn Jo Mayer CHAMPION 25 000 Rolph Carlisle Charitable Trust Richard L Wendorf Klein Investments Estate of Jerry Lee Morton VISIONARY 250 000 Southern Michigan Bank Trust 46 Lifetime Donors Branch Area Careers Center Gary Lorinda Ratkowski Stanley H Reeder Jr Irrevocable Trust Sandra Rice Remus Donna Rigg Jeffrey Schragg Sturgis Bank Trust Colon Banking Center Walmart Foundation SPONSOR 10 000 Alchem Aluminum Alliance Foods Inc Paul Kathy Bair 2020 2021 Annual Report Indicates deceased 47

Lifetime Donors Dr Peter Mrs Baldwin David Sharon Bates Bloom Farms LLC Communities for Youth on the Edge of Success Consumers Energy Foundation Bruce Melinda Bloom Corporation for Supportive Housing Branch County Coalition Against Domestic Sexual Violence County Health Plan of BranchHillsdale St Joseph William Patricia Klein Shoemaker Larsen Unitrust Livonia Tool Inc Lloyd Vera Luce Trust Estate Richard Kathleen Merrill Michigan State University Sintered Metal Products Inc Janette Stephens Trust Mr John Teeter Robert Elizabeth Teeter Robert Corson Trust Midwest Optometry Group PLLC Dennis Jennifer Dafnis Monarch Community Bank Donald H Thrasher Ray Fran Bregger Steve Mary Ann Dobson Dr Charles Susan Morton Tibbits Opera Foundation Bronson Alumni Association Early Bird Exchange Club Dale N Roberta J Norton Vanguard LLC Bronson Community Schools G W Display Fixtures William Oates Eugene Sharon Wallace Ross D Marilyn L Byers James Anne Freiburger Raymond Pontoni Paul Connie Winbigler Edward Nancy Callahan Joe Karen Ganger Barry Jo Ann Case Ricky L Gates Promedica Coldwater Regional Hospital Foundation Wisconsin Public Service Foundation Dr Bosco Lynda Chan Raymond Cindy Gentz City of Coldwater Gokoh Coldwater Inc Clemens Family Corporation Gordon Bowerman Family Coldwater American Amateur Baseball Congress Feder Ted Cathy Gordon Branch County Great Start Collaborative Coldwater Board of Public Utilities 48 Lifetime Donors Wilbur Allie Hostetler Mildred G Hutchins Trust Coldwater Downtown Development Authority Marcelyn LaBelle Knight Coldwater Township Sunrise Rotary Club Dr Edward Lake James Janice Koss Branch County Community Foundation Indicates deceased Tom Christine Tenney Quincy Community Schools Quincy Rotary Club Wayne Christine Reese Jan Rhoade James Sandra Rice Iona H Robbins R David Rumsey Phillip Jeanette Sattler Schipper Funeral Home LTD Ted Schipper 2020 2021 Annual Report 49

Financials ASSETS Key indicators are extracted from annually audited financial statements and exclude inter fund gifts and grants A copy of our 990 and audited financial statements are available on our website or upon request Total Assets by Fund Type Permanent Endowed Non Permanent Non Endowed Total Assets 8 885 183 00 627 112 00 9 512 295 00 EXPENSES Program Services Grants Scholarships Fundraising General Management Total Expenses 466 233 00 31 077 00 Fiscal Year 2021 8 8M 627K Endowed Non Endowed 9 5M Total Assets 611K Total Expenses 466K 31K General Management Program Services 114K Fundraising Grants Scholarships 114 428 00 611 738 00