TRANSCRIPT Fall 2017
ALL RISE by
A MESSAGE FROM THE PRESIDENT
OSBF President Andrew C. Storar opened the 2017 Annual Awards Dinner on October 6, 2017 with recognition of the many Foundation members who have invested their time and resources into furthering the OSBF mission. Storar also spoke to the crowd about this year’s theme, “All Rise,” and how it related to the award winners’ dedication to service and drive to create change in their communities.
andrew c. storar
We’re here tonight to honor those acts of kindness. To share the stories of these amazing attorneys and how they help others rise from their struggles – to show you that when one individual cares enough to do something, others will rise.” Retired Honorable Evelyn Lundberg Stratton The Ritter Award After spending the first nine years of her legal career as a trial lawyer, Stratton, knowing she could impact more people, ran for judge. She won her race and was the first woman elected to the Franklin County Common Pleas Court in 1989. She quickly learned that in cases where mental illness has influenced a Stratton defendant’s criminal activity, there might be a more effective way to serve the defendant. In 1996, Stratton was appointed to the Supreme Court of Ohio and during her tenure, she transformed the way Ohio’s courts manage cases with mental illness as a contributing factor.
I could be the voice for the voiceless. “I gave more than 100 speeches the first time I ran for the Supreme Court, I would only talk about convening mental health and criminal justice professionals to initiate changes in the court system. While having a unique opportunity to spread the word, I could be the voice for the voiceless,” Stratton shared. After the success of mental health specialty courts, Stratton turned her attention and advocacy to developing veterans’ courts. As president of the Ohio Military and Veterans Legal Assistance Project, she works to expand and support the statewide referral system that connects veterans and military families to pro bono lawyers, bar associations, legal aid and law school clinics.
As my tenure as president comes to an end, I look back in reflection at the changes our organization has experienced throughout the past year. I’m more than honored to have been a part of the transformations that have moved our beloved Storar Foundation forward. With the strong support of Fellows, committee members, trustees and staff, we’ve continued to affect change across Ohio with our commitments to the Foundation through donations of our time, talent and treasure. Our staff has seen recent changes, and we’ve enjoyed getting to know our new team. Many thanks to everyone for their determination to work together and efforts to make the transition seamless. I so appreciate the support and kindness you’ve shown me throughout my presidency. / P3
IN THIS ISSUE
“We chose the ALL RISE theme for this event for obvious reasons – it’s no secret the phrase is common to the legal profession, but what is a secret, are the many ways lawyers work for the betterment of their communities, their neighbors and sometimes, even for total strangers.
president, board of trustees
#GivingTuesday 2017 / P3 ALL RISE / P4 2015 and 2016 Financial Statements / P6 Honor. Remember. Celebrate. / P7 Nominate an OSBF Fellow / P8 Community Service Award Winners / P8 In Memoriam / On the Docket / P8
Stephen F. Tilson Ramey Award for Distinguished Community Service Past Ohio State Bar Foundation President Stephen F. Tilson is known for his depth of compassion, honor and courtesy. Former Ohio State Bar Association and Foundation President Tilson Steve Chappelear wrote in his nomination, “Steve has truly spent his entire life in service to others. He puts service above self. He holds himself to the highest standards of ethics, civility, collegiality and professionalism. To see Steve in action is to see the very best standard for all lawyers to be.”
To see Steve in action is to see the very best standard for all lawyers to be. Born in Nashville, Tennessee, Tilson was exposed to social injustice at an early age. His father, Dr. C. Everett Tilson, was a minister and an activist in the Civil Rights Movement, and marched alongside Dr. Martin Luther King, Jr. while fighting for equal rights. Tilson says it was the actions of his father and Dr. King that influenced his choice to put others above self – he says that they “…taught me that we all share a common humanity.” Whether he is mentoring young juvenile offenders, working with Ohio’s Mock Trial, We the People or the Youth for Justice programs, he is happiest helping others find their way. He also serves on the Board of Editors for the Ohio Lawyer Magazine and mentors young lawyers through the Supreme Court of Ohio’s Lawyer to Lawyer mentoring program. Tilson says that the work he completes in his community including, leading the School Parent Teacher League, campaigning for school levies, serving on the Galion Community Center YMCA, the Crawford County Community Mental Health Board, the Galion Area Chamber of Commerce and the Crawford County Business/Education Advisory Council, have been some of the highlights of his volunteer work.
Sisters In Law Outstanding Program or Organization Award Sisters In Law is a program within Mom’s House of Toledo, a childcare center helping low-income, single moms break the cycle of poverty by providing them with
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intervention and wraparound services needed to achieve their educational goals. Sisters In Law was born from the increased frequency of legal issues that were derailing moms and making it almost impossible for them to reach their dreams. Through a partnership with local attorney Gretchen DeBacker and the Toledo Women’s Bar, Sisters In Law was established. Today, 22 lawyers volunteer as legal counsel, friends, mentors and life coaches. What began as legal support has blossomed into friendships and fun. A key component of Sisters in Law is that they recognize that support comes in many forms, which is why they host cooking classes, fashion shows and makeovers for workappropriate looks. Even movie nights are included in the fun. As Gretchen says, “We are empowering young women so that they, too, can invest in others, the first being their own children. This amazing ripple effect is unlimited as to the good it will do for generations.”
Michael W. Kelley Statewide Community Service Award for Attorneys 40 & Under Michael Kelley is a Columbus lawyer who is as busy with his volunteering as he is in practicing law for the family business, Donald W. Kelley & Associates. Michael’s grandfather, Kelley Donald, started the business and it is by his grandfather’s words that Michael lives his life in service to others. Michael remembers his grandfather’s mantra: “What do you have that has not been given to you? – Nothing – so understand your good fortunes.”
What do you have that has not been given to you? – Nothing – so understand your good fortunes. As a Board member for Homeport, a Columbus organization working to create dignity, security and opportunity for families through quality, affordable homes and strong community, Kelley is continuously looking for ways to create impact. He also serves on Homeport’s Young Professionals Group, raising money to provide camps and program opportunities for the children of the families they help. Kelley serves on the boards of St. Stephens Community House, St. Charles High School and the Board for Advocating Opportunity, an organization working with survivors of human trafficking. Kelley also volunteers with Big Brothers Big Sisters, the Legal Aid Society of Columbus and is a camp counselor for the Muscular Dystrophy Association.
PRESIDENT cont. Through our grantmaking efforts, we continue to infuse communities across the state with legal support. During our spring grants cycle, we awarded seven law-related organizations funding for a number of exciting programs and projects, totaling $363,922 in support. Our fall grants cycle is sure to have a substantial impact as well. We received 18 applications totaling over $750,000 in requests. Fall grant recommendations will be reviewed at our November 3 Board of Trustees meeting.
Through our grantmaking efforts we continue to infuse communities across the state with legal support. Just a few weeks ago we celebrated our Annual Awards Dinner where we honored civic-minded attorneys who are committed to serving their communities. The evening was full of stories of those who make conscious efforts to help others. If you were unable to join us, I encourage you to join us next year for this amazing night on Friday, October 5, 2018 at the Polaris-Hilton. Visit our website for photos and a complete list of sponsors who so generously support our efforts. We’ve also revamped our website this year and moving from .net to .org has been quite a change! Please visit us at osbf.org to get the latest information on our awards, grants and programs. You can also find forms on our website, including those for Fellows nominations. Please take a moment to nominate someone (self-nominations are welcome) for this distinguished honor by Friday, December 15, 2017. Join us for our 3rd annual #GivingTuesday on November 28, 2017. We’ll continue preparing for the release of the RFP for our Strategic Grantmaking efforts and much more. I hope you join me in closing out the year with great energy and enthusiasm. Thank you, Andrew C. Storar
ARE YOU READY FOR #GIVINGTUESDAY? Your generosity continues to inspire us. On November 28th, we’ll celebrate our 3rd annual day-of-giving campaign, but we need your help to reach our goal of $20,000. We simply need five minutes of your day. Jump online at osbf.org to make your gift to the Foundation by clicking “Donate Now.” Then share your support on your social media accounts. That’s it! Make your gift and tell your friends. No need to share the details of your gift—you can post the general statement from our donation page or create your own. Not on social media? You can still help by making your donation by mail or calling in your credit card. Afterward, send an email or personal phone call to your network of colleagues, friends and family to encourage them to make a donation. Not sure what to say? Contact Tammy Savage at 614.487.4477 or by email at
[email protected] if you’d like suggested text or language to use – we have plenty of resources to help you help us for this unique day.
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ANNUAL AWARDS DINNER OCTOBER 6, 2017
Distinguished Life Fellow, Kraig E. Noble and President and Distinguished Life Fellow, Andrew C. Storar
w Thomas J. Bonasera and OSBF Trustee and Life Felloished Life Fellow John S. Stith ingu Dist and tee Trus F OSB
OSBF President-Elect and Distinguished Life Fellow Carol Seubert Marx and President and Distinguished Life Fellow Andrew C. Storar
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OSBF Immediate Past President and Distinguished Life Fellow Thomas P. Moushey
OSBF Trustee and Distinguished Fellow Kathleen Allmon Stoneman and President and Distinguished Life Fellow Andrew C. Storar
OSBF Trustee and Life Fello Executive Director, OSB w Thomas J. Bonasera, OSBA Augsburger and OSBA F Trustee and Fellow Mary Amos Past President and OSB Life Fellow Jonathan Holl F Distinguished ingsworth
President and Distinguished Life Fellow Andrew Executive Director and Fellow Lori L. Keating C. Storar and OSBF
OSBA President and Fellow Randall M. Comer and Tamara Comer with Fellows Dennis Yacabozzi and Elena Drakatos
Life Fellow Steven R. Smith and Fellow Edward M. Smith
We are grateful to our Sponsors. This event was made possible because of your generosity. THANK YOU.
DINNER SPONSOR The Ritter Award winner, Life Fellow Retired Honorable Evelyn Lundberg Stratton
WELCOME RECEPTION SPONSOR
Ramey Award for Distinguished Community Service and Distinguished Life Fellow, Stephen F. Tilson
NETWORK & NIGHTCAP SPONSOR
Pam and Andy Storar In honor of Suzy and Tom Moushey TABLE SPONSORS
Gretchen DeBacker representing Sisters In Law, recipient of the 2017 Outstanding Program Award
Arnet Technologies Kitrick, Lewis & Harris Co., L.P.A. Ohio State Bar Association Pickrel, Schaeffer and Ebeling Robson Forensic Subashi & Wildermuth Thompson Hine The Kelley Family in honor of Michael W. Kelley Vorys
HONOREE SPONSORS Ace Investigations Affinity Consulting Group McClain & Belardo Attorneys, LLC Spectrum Reporting
PROGRAM SPONSOR Statewide Community Service Award for Attorneys 40 & Under recipient, Michael W. Kelley
C Side Creative, LLC
GRANTEE VIDEO SPONSOR The 5 Stones Group
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2015 AND 2016 FINANCIAL STATEMENTS The financial information included in this report has been extracted from the audited financial statements. The audit was performed by John Gerlach & Company, LLP, who expressed an unmodified opinion on the financial statements. A complete copy of the audited financial statements is available upon request.
STATEMENTS OF FINANCIAL POSITION As of Dec. 31
Assets Liabilities Net Assets
2016 REVENUE SOURCES
2015 2016 $34,570,630
$287,418 $192,681 $34,283,212
13.95%
$35,902,122
$35,709,441
$185,727
8.75% $116,526
12.80% $166,400
Total Liabilities $34,570,630 $35,902,122 & Net Assets
64.78% $862,329
Fellow Contributions, Net of Discount Income on Securities, Net of Fees Contributed Services Other Revenue & Support
STATEMENTS OF ACTIVITIES For Years Ended Dec. 31 2015
Operating Revenue, $1,338,242 Gains & Other Support Expenses
2016 USE OF FUNDS 2016
$1,477,896 $1,780,063
Other Changes ($1,226,510) $1,875,310
Net realized & unrealized gains (losses) on marketable securities
$217,871
16.99%
42.65%
$302,462
$759,151
3.18% $56,640
Change in Net Assets ($1,366,164) $1,426,229
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12.24%
$1,330,982
Net Assets Beginning of Year
$35,649,376
$34,283,212
Net Assets End of Year
$34,283,212
$35,709,441
24.94% $443,939
Grants Awards, Net Programs, Publications & Awards Grantmaking Administration Management & Administrative Marketing & Development
HONOR. REMEMBER. CELEBRATE. Honor the exceptional, celebrate an occasion or recognize the significant people in your life with a charitable gift to OSBF. Tribute gifts are an easy way for you to support OSBF grantmaking initiatives and to ensure special colleagues, friends and family receive the statewide recognition they deserve. To dedicate your gift, call 614.487.4477 or visit osbf.org and click “Donate Now.” We Honor: Hon. Ronald B. Adrine / Ret. Hon. Colleen Conway Cooney Alison M. Belfrage / 2017 Ohio State Bar Foundation Board of Trustees John M. Curphey / Hon. Jack Zouhary Joseph C. Falbo / Lee E. Belardo Howard H. Harcha, Jr. / Hon. William H. Harsha Lynn Jensen / Hon. James D. Jensen Suzy and Tom Moushey / Pam and Andy Storar Ohio State Bar Foundation / James L. Peters Andrew C. Storar / Caitlin and Brian Stewart, Michelle L. Kranz Staci M. Waterman / Stephen F. Tilson Stephen F. Tilson / Eric and Alison Belfrage, Debra A. Garverick, Lowell and Dolores Garverick, Beth Ann Gillespie, Velda K. Hofacker, Thomas & Kimberly Lammers, Carol Seubert Marx, Robert C. Neff, Jr., Diana L. Ramos-Reardon, Dusty and Jan Redmond, Kathleen Allmon Stoneman, Michelle L. Kranz We Remember: Fred J. Ball / C. Lynne Day Frank E. Bazler / Judge & Thomas K. Jenkins, Carol Seubert Marx, Reginald S. Jackson, Jr. Hon. J. Ronald Bowman / Reginald S. Jackson, Jr. Richard Messerman / C. Lynne Day Carole S. Dougherty / Ronald W. Dougherty Gibson L. Fenton / Hon. John T. Stelzer Cheri Hass / Michael Oser, Nadine Van Dyke, Devon Oser, Brett Hudspeth Helen Leppla / Carmen V. Roberto Neil Light / Mechelle Zarou Chief Justice Thomas J. Moyer / Amy W. MacDonald & Randall T. Shepard Jerry B. (Lightfoot) Murray and Michael T. Murray / Dennis E. Murray, Sr. Dominic Musitano / Alfred E. Schrader Hon. Michael O’Malley / Pamela & Allen Heringhaus Hon. Ray Pianka / Ret. Hon. Colleen Conway Cooney Howard Ramey / Reginald S. Jackson, Jr., Carol Seubert Marx, Carmen V. Roberto Anthony A. Roberto, Sr. / Ohio Bar Liability Insurance Company, Carol Seubert Marx Hon. William Skow / Mechelle Zarou Edward & Dolores Thompson / Lee A. Thompson
Gifts made between March 1, 2017 and September 28, 2017
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NOMINATE TO THE OSBF FELLOWS PROGRAM Do you know a lawyer whose career demonstrates outstanding dedication to the welfare of the community? Nominations – including self-nominations – are due by Friday, December 15, 2017. Forms are available at osbf.org/take-action/become-a-fellow/ For additional information, contact Liz Volpe at
[email protected] or 614.487.4474.
RECIPIENTS OF THE COMMUNITY SERVICE AWARD FOR ATTORNEYS 40 & UNDER, FALL 2017 Tonya J. Hunter, District 3 Marathon Petroleum Company, LP Katherine S. Decker, District 4 Shumaker Loop & Kendrick, LLP John M. Buchenic, District 18 The Law Office of John Buchenic Lauren E. Bartlett, District 16 Ohio Northern University
2017 BOARD OF TRUSTEES
Rebecca D. Louks Waigand, District 8 Oths, Heiser, Miller, Waigand & Clagg, LLC
Andrew C. Storar, Dayton President Carol Seubert Marx, Lancaster President-Elect Thomas P. Moushey, Alliance Immediate Past President
Melissa M. Tuttle, District 6 Clark County Common Pleas, Clerk of Courts
John S. Stith, Cincinnati Treasurer
Stephan P. Babik, District 14 Stark County Prosecutor’s Office
Brian N. Gernert, District 5 Kennedy Purdy Hoeffel & Gernert LLC
IN MEMORIAM The Foundation is saddened to learn about the passing of A. David List of Newark, Henry W. Davis of Canfield, Irvin M. Milner of Lyndhurst, Keith McNamara of Columbus, Michael E. O’Malley of Ottawa, Lloyd E. Fisher, Jr. of Columbus, Ret. Hon. J. Ronald Bowman of Toledo, Charles E. Crowley of Columbus, John G. Hunter of Upper Sandusky, Joseph A. Oths of Baton Rouge, LA, and Fred J. Ball of Cleveland.
Lori L. Keating Executive Director / Corporate Secretary Mary Amos Augsburger, Columbus Thomas J. Bonasera, Columbus Jeffrey A. Brauer, Cleveland J. Kristin Burkett, Newark Randall M. Comer, Springfield C. Lynne Day, Willoughby Hon. David A. Hejmanowski, Delaware Velda K. Hofacker, Columbus Karyn Justice, Athens Mark M. Kitrick, Columbus Ronald S. Kopp, Akron Martin E. Mohler, Toledo Drew Odum, Akron Kathleen Allmon Stoneman, Carrollton Nirakar Thakur, Toledo Robert F. Ware, Cleveland William K. Weisenberg, Columbus
ON THE DOCKET Board of Trustees Meeting #GivingTuesday Fellows Nominations Deadline
November 3, 2017 November 28, 2017 December 15, 2017
Fellows Pledge Contributions Deadline Grant Application Deadline
TRANSCRIPT IS PUBLISHED BY THE OHIO STATE BAR FOUNDATION Lori L. Keating, Executive Director Tammy Savage, Director of Donor Relations Liz Volpe, Program & Events Manager Staci M. Waterman, Database Administrator Julia Wyche, Grants & Communications Specialist Tiffany Patterson, Administrative Assistant Beverly Graves, Consulting Program Coordinator
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December 31, 2017 February 15, 2018
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