2009 - The Greater Kanawha Valley Foundation

Transcription

Mission Statement
The mission of The Greater
Kanawha Valley Foundation is
to improve the quality of life
and promote philanthropy.
Vision
It is our vision to enrich
the lives of those we serve —
our contributors, our
beneficiaries and our
communities — by being
the premier provider of
philanthropic and charitable
services for all citizens in
our region.
1600 Huntington Square
900 Lee Street, East
Charleston, WV 25301
Chair & President’s Message. . . . . . . . . . . 2
Affiliates . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Information for Professional
Advisors . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Grants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Grant Application Process . . . . . . . . . . . 18
Contributors - Individuals . . . . . . . . . . . 19
Contributors - Corporations/
Organizations . . . . . . . . . . . . . . . . . . . . . . 22
Contributors - Honorariums . . . . . . . . . 23
Contributors - Memoriams . . . . . . . . . . 23
Why Donors Give . . . . . . . . . . . . . . . . . . . 24
New Funds. . . . . . . . . . . . . . . . . . . . . . . . . 27
How to Create a Fund . . . . . . . . . . . . . . . 30
Funds Administered
by the Foundation . . . . . . . . . . . . . . . . . . 31
Funds Held in TGKVF, Inc. . . . . . . . . . . . 36
Board of Trustees . . . . . . . . . . . . . . . . . . . 42
Foundation Staff. . . . . . . . . . . . . . . . . . . . 46
Committees . . . . . . . . . . . . . . . . . . . . . . . . 46
Scholarship Advisory Committees . . . . 47
Investment Portfolio . . . . . . . . . . . . . . . . 50
304.346.3620 • fax 304.346.3640
toll free 800.467.5909
www.tgkvf.org
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Chairman & President’s Message
CREATING THE FUTURE…
“The greater danger for most of us lies not in setting our aim too high and
falling short; but in setting our aim too low, and achieving our mark.”
–Michelangelo
We are creating the
future, right now,
with every action
we take. We
cannot change the
past or the present
but we, as
organizations
Kimberly Foster
and
Chair
individuals,
can change the
future. In fact, we
are laying the
groundwork right
now, whether we
do so consciously
or not.
moon. That same culture has
reinforced the belief that social
change is impossible. We have
experience in feeding one person at a
time but we have no experience in
living in a community that is healthy
in all ways – materially, intellectually,
and spiritually. Because it has not
been a part of our past or our present,
we assume it cannot be part of our
future. Often times, those who dare
to express the belief that such a
community is possible, are ignored,
patronized or ridiculed. As a result,
year after year, nonprofit
organizations create the future in the
exact image of the past and present
they so badly want to change.
Becky Ceperley
The actions taken
today by those
who are working to improve our
communities are based on
assumptions and expectations we
have inherited from the past. If we
are to consciously create a future that
is different from today, we need to
learn about our past to determine
what has contributed to our present
situation.
President and CEO
If we continue to assume that our
communities cannot be amazing
places to live, we should have no
expectations that our work can
achieve those results. Low
expectations will influence our
actions and decisions. They will
impact the systems and tools we use
and the way resources are provided
for our efforts. Our work will have no
chance of achieving the visionary
result of building resilient, vibrant,
compassionate, and healthy
communities.
Much has changed over the past 60 to
100 years. A significant percentage of
the population does not worry about
meeting the basic needs of food and
shelter. Items formerly considered a
luxury are now seen as simply a part
of life – owning a television or a car.
Many are now able to invest in the
greater good of our communities,
such as helping those who are less
fortunate, supporting arts, science,
and education. In terms of all our
past history, the work being done by
the nonprofit sector is brand new.
We can no longer afford to let the
“culture of can’t” continue to keep us
from aiming our efforts to achieve
our vision of a compassionate,
vibrant, resilient community. We can
no longer afford to react to what is
troubling us, rather than aiming to
create something extraordinary. We
can no longer work to end what
we don’t like about
today, rather than
seeking to attain
what we want for
tomorrow.
All this history has determined our
cultural norms. Our culture has
taught us that physical change is
boundless, even putting men on the
2
Affiliates
Affiliates
Affiliates
Boone County Community Foundation, Inc.
330 State Street
Phone: 304-369-0511
E-mail: [email protected]
P.O. Box 695, Madison WV 25130
Fax: 304-369-5431
Web: www.boonecountyfoundation.org
Contributors
Individuals
Marilyn Adams
Cynthia Allred
Cary Anderson
Dr. Edward L. and LouAnn Atkins
Bonnie Barker
Brianne Barker
Roy Barnette
Lisa Belcher
Gary and Suzanne Bell
Christopher Bias
Mark Blizzard
Anna Brewer
Mary S. Bowlby
Michael Brown
Emma Byrnside
Sally Chandler
Wilma Clark-Manns
Cathy Collins
Dennis and Delores Cook
Vicki Cottrell
Myla Davis
Sherry A. Dotson
Shann Elkins
Steve Flores
Kimberly Fowler
Thomas and Susan Gilpin
Debbie Gray
Arch C., Jr. and Mary Griffith
Beverly Hager
Ira and Judy Handley
Debra Harless
Caroline Hatfield
Eddie Hendricks
David Johnson
Robert A. Johnston
Staci Kinder
Kimberly Lay
Sandra MacCallum
Darlene McClure
Shari Meadows
Donald Minney
Kathryn Moore
Sharon Mullins
Tommy Mullins
Connie Napier
Jeffrey Nelson
Monique Nunley
Jerry Pcholinsky
Danny and Shelia Price
Heather Ritter
Eli and Carrena Rouse
Barbara Sexton
Harry H. Shaffer, III
Ronald Smith, Jr.
Mark and Joyce Stephens
Paul E. Stephens
Roger and MaryLea Toney
Joy Underwood
Brenda Viars
Charles Warner
William White
Betty Williams
Organizations
AARP, Boone County Chapter
Anonymous Donation from the
Coal Industry
Boone County Association of Retired
School Employees
Boone County Community & Economic
Development Corporation
Stephens Auto
In-Kind Contributors
The Greater Kanawha Valley Foundation
Shaffer & Shaffer PLLC
The compilers have carefully reviewed the names that are listed. If you find an error, please accept
our apologies and contact our office…so that we may correct our records.
4
Grants Awarded
Boone County Energy Express
Boone County Board of Education
School Nurses
Boone Memorial Hospital
Junior Achievement
Madison Middle School
S.T.A.G.E., Inc.
TEAM for WV Children
Van Jr./Sr. High School
Whitesville-Pettus Food Pantry
Dora Jo Byrnside College Scholarship
Funds
Board Of Directors
Boone County Community
Foundation Fund
Boone County Senior Citizens Fund
The Cooperative Land & Mineral
Owners Fund
Dora Jo Byrnside Scholarship Fund
The Ellis/ McClure Family Fund
The Goldie Stephens Memorial Fund
Madison Rotary Scholarship Fund
The Stephens Fund
The Stephens Golden Rule Fund
Thomas T. and Mary Frances Ellis Fund
The Shaffer Family Fund
Harry G. Shaffer III, President
Terry Harless, Treasurer
LouAnn Atkins
Jerry Bias
David Quisenberry
Richard Stephens
Gary Sumpter
Staff
Amy Brown
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Affiliates
The Greater Greenbrier Valley Community Foundation, Inc.
109 South Jefferson Street, Mezzanine Level
P. O. Box 387, Lewisburg, WV 24901
e-mail: [email protected]
Web: www.gvfoundation.org
Phone: 304-645-5620
Contributors
Individuals
Janice Walker Pogue
Dr. Lucie and Mr. Ronald Refsland
Scot Refsland
Elizabeth and James Richmond
Margaret and Robert Sayre
Mardi McMillan and William T. Shiffer, Jr.
Reagan Simms Rodgers
Michael Rodoussakis
Gay Shinaberry
Ruth C. Sturgill
The “Ten Club” (Joel H. Feamster, Howard
Fields, James E. Johnson, Judge Charles
M. Lobban, and Bill T. Simmons) in
memory of Ernest Lee Skaggs, Sr.
Byron and Patricia Crane Tuckwiller
Mary Lou and Sam Tuckwiller
Brianne and Jennifer Williams
Carla C. Williams
Jeanette Albaugh
Jacqueline Bennett
Jeanne and Bruce Brenneman
Diane and Robert Browning
Beth and Timothy Carroll
Nelle Chilton
Emma Cochran
Terrell Ellis
Barbara Elliot in memory of
Robert Patterson
Kathleen and Richard Faist in memory
of Robert Patterson
Ann and Kyle Fort
Julia K. Garnett
Novella Estep Green
Margaret and David Hambrick
The Hardy Family
Eleanor and Wayne Herkness
Barbara Hunter
Sara Irons in memory of
Robert Patterson
B.P. and J.E. Johnson
Janet Hoover and Charles Johnson
in honor of 4-H All-Stars Marilea
Johnson Butcher and
Charlena Johnson Moul
Lynnda K. Kozera
Karen Lemons
Mary Beth and Jo Long
Linda and Roy Loudermilk in
memory of Ernest Lee Skaggs, Sr.
Andrea Nazar and David Maki
Kathryn McKinney and Jackson Kirby
Tuckwiller in memory of
Charles Jeffries & Eddie Mann
Alex McLaughlin
Paula and Phillip McLaughlin
Nancy Ford Morgan
Cecil Mullins
Vickey Neel
Holly-Ann and U.L. Osborne
Peggy Osborne
Katharine and Rolland Phillips
Jeremy Pomeroy
Organizations
First Citizens Bank
Alderson’s Since 1887
Greenbrier County 4-H Leaders
Association in memory of Beatrice
Haas, Edna Hunter,Casey Knicely,
Eunice Osborne, and Betty Workman
Greenbrier County Schools Foundation
Greenbrier East High School
Spartan Athletics Foundation
Greenbrier Military School
Alumni Association
Lewisburg Business and
Professional Women’s Club
Lewisburg Rotary Foundation
Mary B. Nickell Foundation, Inc.
Old Stone Presbyterian Church
(did not make a distribution gave back
funds)
Rudy’s Corner Grill
State Fair of West Virginia
West Virginia School of
Osteopathic Medicine Foundation
Proceeds from the sale of
Where the Rhododendrons Grow
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Continued
Greater Kanawha Valley Foundation
United Way of Greenbrier Valley
Individuals
City National Bank
Mark Collins
Funds
Alumni Association Fund
Greenbrier Military School Alumni
Association Greenbrier Forever Fund
Association Leadership Fund
Association Life Member Fund
Association Scholarship Fund
Greenbrier Valley Chorale Fund
Greenbrier Valley Theatre
Endowment Fund
Greenbrier Valley Women’s Fund
Jeanne and Lawson Hamilton
Scholarship
Virgil W. Hanshaw Orphan’s
Scholarship Fund
Herkness Mathematics Scholarship
Hollowell Scholarship
Al Jeter Memorial Education and
Programming Fund
Babe and Sidney Lewis Hyatt
Scholarship
Mary Louise and Jim Kilcollin
Scholarship
Edward D. Knight Jr. Scholarship
Lambda Fund
Lewisburg BPW Scholarship Fund
Lewisburg Rotary Club Fund
A.A. McLaughlin Memorial
Scholarship Fund
Martha McMillion Memorial Fund
David B. McClung Memorial
Scholarship
Horace McGraw Scholarship
Kathleen Sims Meadows
Memorial Fund
David and Bertha Moshy Scholarship
MOSS Scholarship Fund
Neathawk Family Community
Investment Fund
George and Helen Aide Scholarship
Clarence A. “Bussie” Allen Scholarship
Stephen Baldwin Memorial Scholarship
Veronica Blanton Nursing Scholarship
Joan C. Browning Scholarship
Judy D. Campbell Scholarship
Caribbean Christian Centre for the
Deaf, Inc. Fund
City National Bank Fund
Carnegie Hall West Virginia
Endowment Fund
Carnegie Hall Foundation, Inc. Fund
Greg Carter GB Hometown
Hero Scholarship
James Hornor Davis III, Memorial Fund
Mildred McClung Evans Memorial
Scholarship Award Fund
Gail C Collins (Jost) Scholarship
D. Reginald and Nelle C. Dixon
Scholarship
First National Bank Fund
Julia Alderson Fletcher Memorial Fund
Benjamin Fort Teacher Scholarship
(GCC)
Madlyn E. Fort Health Sciences
Scholarship (GCC)
Alvin and Betty Gordon Fund for
Education and the Arts
Greater Greenbrier Valley Community
Foundation General Fund
Greenbrier Community College
Administrative Fund
Greenbrier County 4-H Leaders Fund
Greenbrier County Schools
Foundation Fund
Greenbrier County Schools Recycling
and Environmental Education Fund
Greenbrier East Science Fund
in Honor of Deloris Dotson
Greenbrier East Sports
Endowment Fund
Greenbrier Historical Society Fund
7
Continued
Funds continued
Don Newell Sr. Memorial Fund
Mary B. Nickell Fund for Art
Education
Pocahontas Free Libraries-20/20 Fund
Pocahontas Free Libraries-Vision Fund
Janice Walker Pogue Scholarship
Puckett Memorial Fund
Dr. Lucie T. Refsland Scholarship
Donald Runyon Scholarship
Elizabeth W. Runyon Scholarship
Saint James/Gibson Fund
Kathryne F. Shafer Memorial Fund
Opal Price Sharp Memorial/WVSOM
Foundation Endowment Fund
Roland Sharp Family Memorial
Scholarship Fund
Roland P. Sharp Fund for WVMR
Shepherd’s Center of Greenbrier Valley
Endowment Fund
Gay and Becky Shinaberry
Scholarship Fund
Fredric W. Smith Memorial
Family Practice Scholarship Fund
Ben Snyder Memorial Fund
State Fair of West Virginia Fund
John L. Stewart, Jr. Scholarship
James Stookey Manipulative Medicine
Scholarship Fund
The Greenbrier Hospitality
Scholarship
The Herkess Fund
Theresa Thompson Education Fund
WVSOM Foundation Collective Fund
WVSOM Five for Five Fund
David Yarid Scholarship Fund
Grants Awarded
A.A. McLaughlin Scholarship
Boys’ Home Incorporated
Caribbean Christian Centre for
the Deaf, Inc.
Carnegie Hall Foundation
Family Refuge Center
Greenbrier Episcopal School
Greenbrier County Humane Society
Greenbrier County Schools
Alumni Association
Lewisburg Rotary Foundation
Penny Pitch
Pocahontas County Free Libraries
Janice Walker Pogue Scholarship
Rainelle Christian Academy
Saint James Episcopal Church
Gay and Becky Shinaberry Scholarship
West Virginia School of
Osteopathic Medicine
Board Of Directors
Diane Browning
Phillip Cain
Joel Callison
Ann Fort
David Hambrick, Secretary/Treasurer
Bill Loope
Phil McLaughlin, Vice Chairman
William T. Shiffer, Jr., Chairman
Marion Shiflet
Staff
**Denotes Managing Director who
resigned in 2009
Courtney Smith
Joshua Hardy**
8
The Lincoln County Community Foundation
P. O. Box 510, West Hamlin, WV 25571
e-mail: [email protected]
Phone: 304-824-7002
Web Site: www.lccf.us
Contributors
Boone County Bank
City National Bank
Handley Funeral Home, Inc.
Karen H. Miller, Attorney
Lincoln Agency
Jerry Kent Mullins
Individuals:
Tammy Adkins
Sandra Burton
Charlene Coburn
Sonja Cooper
Brian Crist
Judy Johnson
Ann McClure
Ron Salmons
Jennifer Woodall
Organizations
Ann McClure State Farm Insurance
City National Bank
Lincoln County Family
Resource Network
Lincoln Primary Care Center
Tri-River Transit
Funds
City National Bank Community Fund
Lincoln County Community
Foundation Fund
Lincoln County High School
Boosters Fund
Lincoln County Parks &
Recreation Fund
Board Of Directors
Charlene Coburn, Secretary-Treas.
Brian Crist, Vice-Chair
Judy Johnson
Ann McClure, Chair
Ronald G. Salmons
Grants Awarded
Lincoln County High School Boosters
Lincoln County Parks & Recreations (2)
Lincoln County Youth Soccer
Staff
Larry L. Stutler
9
Some of our best friends
are Professional Advisors …and for good reason.
Ten Reasons People
Give Through The Greater
Kanawha
Valley Foundation
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Established in 1962, we are
a local organization with
deep roots in the
community.
Our professional staff has
broad expertise in everchanging community
issues and needs.
We provide personalized
service tailored to meet
each individual’s charitable
and financial interests.
We enable our clients to
invest in the cause they
care about most.
We accept a wide variety of
assets and can facilitate
even the most complex
forms of giving.
We partner with
professional advisors to
create highly-effective
approaches to charitable
giving.
We offer maximum tax
advantage for most gifts
under federal law.
We multiply the impact of
gift dollars by pooling them
with other gifts and grants
for maximum benefit.
They know smart ways to give charitably! At least
half our donors come to The Greater Kanawha
Valley Foundation after consulting with a
professional advisor. That makes us proud! It
means the Foundation passes the ‘due diligence’
test of a very discriminating profession.
It is our view that clients are best served when a
full complement of expert advisors are working on
their behalf. In addition to an Attorney, the Estate
Planning Team may be comprised of many
members including the Accountant; the Trust
Officer, the Insurance Advisor/Financial Planner;
the Investment Broker/Advisor and The Greater
Kanawha Valley Foundation.
Each professional advisor brings a different
expertise and skill set to the important process of
estate planning. Each advisor also has an
opportunity, and an obligation, to help guide
clients in devising strategies that are fiscally
meaningful and sustainable. Professional
Advisors possess the right tools for preserving
wealth among families and ensuring its
availability across generations.
We at the Foundation frequently share our
knowledge with professional advisors. We have
a proven record as experts in grant making and
gift planning, and have become a valuable
resource for professional advisors and donors.
Working in tandem with Professional Advisors,
we ensure a value-based dimension to financial
and estate plans. We constantly strive to exceed
our clients’ expectations and goals. This will
ultimately contribute to greater client satisfaction,
and a stronger community enhanced through
charitable giving.
We build endowment funds
that benefit the community’s
future and help create
personal legacies.
We are a community
leader; coordinating
physical, intellectual and
financial resources in order
to create positive change.
10
PAGE
Grants
Grants
Grants
Discretionary
ACLU
Donor
Advised
Donor
Designated
$450
ADAWVA Camp Kno-Koma
$2,556
Alderson-Broaddus College
$75
Aloha Foundation
$300
Alzheimer’s Association
$1,700
American Association of Teachers of German
$500
$1,263
$1,000
American Cancer Society
$4,848
American Friends of the Herzog August Bibliothek
$100
American Friends of the Warburg Institute
$150
American Heart Association
$913
American Red Cross
$5,000
American Trust for the British Library
$15,560
$200
Amnesty International USA
$350
Anne Bailey Elementary
$4,000
Appalachian Children’s Chorus
$4,000
Appalachian Community Partners
$13,585
Appalachian Leadership & Education Foundation
$4,450
Area IV Agency on Aging and Community
Action Programs, Inc.(Senior Olympics)
$100
Arts and Education Council of St. Louis
$500
Arts In Action
$7,500
Baptist Temple
$200
$3,000
Beni Kedem Temple
$22,025
Bethesda Naval Hospital
$2,000
Big Chimney Baptist Church
$424
Black Diamond Girl Scout Council
$2,160
Bob Burdette Center Inc.
$10,000
Booker T. Washington Memorial Association
$2,383
Boone County Board of Education
$3,250
Boone Memorial Hospital
$3,923
Boys Home Inc
$5,000
Bridge Road Neighborhood Association
$10,000
Buckskin Council, BSA
$4,500
Cabell Wayne Association Of The Blind Inc.
$2,157
$10,000
Cadco Foundation, Inc.
$5,000
Calvary Baptist Church
$500
$55,132
$2,400
$15,560
Carnegie Hall Foundation
$3,000
$44,247
Catholic Charties
$2,500
$14,390
Central Elementary School
$1,000
CAMC
Capital City Striders, Inc.
$6,500
Caribbean Christian Center for the Deaf, Inc.
$519
Chamberlain Elementary School
$1,500
Charleston Area Alliance
$10,000
Charleston Ballet
$5,486
Charleston Catholic High School
$7,100
Charleston Civic Chorus
$1,500
Charleston Gazette Charities
$500
Charleston Light Opera Guild, Inc.
$150
12
Discretionary
Donor
Advised
Charleston Lodge # 202, B.P.O.E.
Donor
Designated
$100
Charleston West Side Main Street
$10,000
Children’s Therapy Clinic, Inc.
$18,600
Christ Church United Methodist
$739
Christian Brothers Academy
$10,000
Circus Arts Foundation
$100
City of Charleston
$109,933
City of South Charleston Mountain State
Wheelers Bicycle Club
$64,953
$2,665
Clay Center for the Arts and Sciences
$15,000
Clay County 4-H
$3,025
Clay County Board of Education
$20,000
Clay County Commission
$1,000
Clay County Parents as Teachers
$5,000
College Summit
$10,000
Community Access, Inc.
$10,000
Community Development Outreach Ministries
$7,500
Covenant House
$17,000
$36,200
$7,600
Daily Mail Neediest Cases
$2,000
Davis Child Shelter
$1,137
Davis Creek Watershed
$57,940
$350
Daymark
$17,000
$1,750
Department of Education-GP/Grant
Dollar Energy Fund
$15,000
East End Family Resource Center
$7,200
Education Alliance
$3,000
Elk Elementary School
$500
Family Counseling Connection
$1,245
Family Refuge Center
$222
Feed the Children
$7,121
Fellowship of Christian Athletes
$1,000
Festiv-ALL
$10,000
First Church of Nazarene
$12,124
First Presbyterian Church of Charleston
$99,611
Flinn Elementary School
$1,500
Folger Shakespeare Library
$137
$250
Forest Park Forever
$300
Friend of Spring Hill Cemetery Park, Inc.
$8,500
Friends of Alban Arts & Conference Center
$7,550
Friends of Kanawha Trestle Trail
$3,320
Friends of KWMU Inc.
$250
Fund for the Arts
$9,100
Gabriel Project Of West Virginia, Inc.
$7,000
Glenville State College Foundation
$6,000
Glenwood Elementary School
$500
Goodwill Industries
$1,245
Greater Kanawha Valley Foundation
$7,896
Greenbrier County Schools Foundation
$672
Greenbrier Episcopal School
$5,670
13
Grants
Discretionary
Greenbrier Humane Society
Donor
Advised
Donor
Designated
$5,000
Greenbrier Military School Alumni Association
$9,308
$797
Habitat for Humanity of Kanawha and Putnam County
$2,861
Harvard University, Houghton Library
$100
High Rocks Educational Corporation
$1,000
Horace Mann Middle School
$500
Huntington B’nai B’rith Lodge #795
$11,119
Huntington Museum of Art
$100
Huntington, WV Lodge #313 BPO Elks
(Christmas Charity Fund)
$100
Indiana University, Main Library
$300
Jefferson Memorial Hospital
$46,681
Jewish Family & Children’s Service
of Sarasota-Manatee, Inc.
$10,000
John & Mable Ringling Museum of Art
$750
John Adams Wellness Team
$10,000
Junior Achievement
$3,850
Junior League
$2,619
Kanahwa Charleston Humane Society
$2,165
Kanawha City Elementary
$1,500
Kanawha County Dental Health Council, Inc.
$25,102
Kanawha County Library
$1,256
Kanawha County Parks and Recreation
$10,000
Kanawha Hospice Care
$2,700
Kanawha Institute for Social Research & Action
$24,940
Kanawha Pastoral Counseling Center
$2,500
Kanawha Players
$250
Kanawha Presbyterian Church
$5,924
$4,568
Kanawha Valley Collective
$2,500
Kanawha Valley Fellowship Home, Inc.
$12,500
$15,000
Library Foundation of Kanawha County
$25,750
Lincoln County 4-H
$7,000
Lincoln County High School Boosters
$13,291
Lincoln County Parks & Recreation
$20,000
Lincoln County Youth Soccer
$10,000
Literacy WV
$485
Living AIDS Memorial Gardens
$508
Madison Middle School
$10,000
Maharashtra Foundation
$133
Make a Wish Foundation of
Western Pennsylvania and Southern WV
$200
Manna Meal
$17,000
March of Dimes Foundation
$15,000
$27,623
Marshall University HELP Program
$600
Marshall University Library (Drinko Library)
$300
MATRIC
$1,000
MDA - Fort Myers, Florida
$200
Meals on Wheels
$2,941
Medical Eye Bank of WV
$300
14
Discretionary
Donor
Advised
Metropolitan Museum of Art
$100
Metropolitan Opera Guild, Inc.
$100
Midland Trail Elementary School
$750
Missouri Botanical Garden
$150
Modern Language Association
$300
Montgomery County Community Foundation
Donor
Designated
$20,647
Montrose Elementary School
$1,000
Mountain Mission
$17,000
MSERF (Mountain State Education & Research Foundation)
$10,000
Mt. Lebanon Baptist Church
$2,849
Multiple Sclerosis Society
$250
National Humanities Center
$150
National Science Youth Camp Foundation
$1,000
Nature Conservancy
$11,000
New Community School
$958
$500
New River Health Association
$21,385
Newberry Library
$100
Ohio River Valley Environmental Coalition
$3,500
Old Charles Town Library
$31,121
Old Charles Town Museum
$15,560
$610
Opera Theatre of St. Louis
$100
Optimist Club of West Charleston
$19,321
$600
Partners In health
$3,000
Partnership for African American Churches
$10,000
Penny Pitch
$300
Philharmonic Symphony Society of NY
$100
Piedmont Elementary School
$500
Pinch Elementary School
$1,500
Planned Parenthood of the St. Louis Region
$400
Pocahontas County Library
$558
Point Harmony Elementary School
$1,500
Prestera Center for Mental Health Services, Inc.
$11,162
Princeton University Library
$100
Prison Performing Arts
$100
Pro Kids, Inc.
$6,000
Rainelle Christian Academy
$86,340
RCCR
$17,500
REA of Hope
$15,000
Residential Advisory Council
$1,800
$300
$1,132
$1,367
River City Youth Ballet
$3,000
Roark Sullivan Lifeway Center
$37,648
Sacred Heart Co-Cathedral
$8,300
Salvation Army
$17,000
$28,768
Sarasota-Manatee Jewish Federation
$11,999
Schoenbaum Family Enrichment Center
$51,500
Shepherds Center of Charleston
$29,453
$300
Shoals Elementary School
$1,500
Shriners Hospital
$424
15
Grants
Discretionary
South Charleston High School
Donor
Advised
Donor
Designated
$1,000
Southern Appalachian Labor School
$13,000
St John’s Episcopal Church
$100
St. Agnes Alumni Fund
$500
St. Albans Library
$8,000
St. George Orthodox Church
$3,000
St. James Episcopal Church
$1,392
$25,000
St. Louis Area Foodbank
$600
St. Louis Art Museum
$100
St. Louis Hillel Foundation
$100
St. Louis Symphony Society
$100
St. Marks Episcopal Church
$1,000
$8,138
St. Mark’s School
St. Matthew’s Episcopal Church
$800
St. Timothy Lutheran Church
$8,000
STAGE, Inc.
$5,600
Step by Step, Inc.
$10,000
Student Environmental Action Coalition
$10,000
Tamarack Foundation, Inc.
$1,124
TEAM for WV Children, Inc.
$10,000
Television Friends of West Virginia Public Broadcasting, Inc.
$1,205
$100
Thomas Memorial Hospital
$3,000
Trustees of the University of Pennsylvania
c/o Van Pelt-Dietrich Library
$100
Tufts University
$500
Tyler Mountain/Cross Lanes Community Services
$4,934
$15,000
Union Avenue Opera Theatre
$100
Union Mission Ministries, Inc.
$17,000
$1,680
Union PSCE
$10,058
$137
United Jewish Appeal
$200
United Way of Central West Virginia
$31,329
$21,589
University of Charleston
$265,777
$364,586
University of Iowa (Women in German)
$100
Van Jr/Sr High School
$1,000
Virginia Tech College of Engineering (Dean’s Fund)
$300
Washington and Lee University
$38,901
Washington University of St. Louis
$3,500
Watts elementary School
$500
Webster County Highland Reading Council
$500
Wesleyan Annual Fund
$500
West Lafayette Public Library
$100
West Virginians for Affordable Healthcare
$3,800
Women’s Health Center of WV
$27,000
$7,547
Women’s Ministry of the First Church of Nazarene
$2,556
$500
World Wide Workshop Foundation
$50,000
WV Breast & Cervical Cancer Screening Program
$150,000
WV Division of Natural Resources
$15,000
WV Foundation for Independent Colleges
$18,000
WV Health Right
$37,000
$2,947
$35,816
16
Discretionary
Donor
Advised
WV Humanities Council
$100
WV Institute of Technology Foundation
$500
WV Learning Disabilities Association, Inc.
Donor
Designated
$600
WV Music Hall of Fame
$10,000
WV Regional Jail & Correctional Facility Authority
$2,219
WV State University R&D Corp
$10,732
WV Symphony Orchestra
$12,000
$12,800
$13,000
$2,600
$52,000
$22,100
$2,218
$726,615
$1,317,599
$1,395,241
WVSOM Foundation
$192,737
$7,966
West Virginia University
Yale University (Beinecke Library)
$7,833
$100
YWCA
Total Grants Awarded in 2009
Extended Grant Commitments Paid in 2009
University of Charleston
$87,500
Department of Education
$83,041
Total Paid in 2009 in Extended Grants
$170,541
$3,346,853
$604,638
$939,231
$5,224,720
$847,976
$5,151,301
$800,700
$750,499
$5,918,085
$7,599,635
Grants and Scholarships Distribution by Year
17
Eight Step Grant and
Scholarship Application
Process
1
Visit our web site at
www.tgkvf.org
to review grant information
2
Call the Foundation to speak with
the Program Officer or
Scholarship Coordinator
3
Submit application online
at www.tgkvf.org
4
Application reviewed by Distribution
Committee or Scholarship Committee
5
Final action by the Board of Trustees
6
Applicant notified of Board action
7
Grant or Scholarship is awarded
8
Complete final report to Foundation
(no final report due for Scholarships)
18
Contributors
Contributors
Contributors — Individuals
A
Mr. and Mrs. Michael A. Albert
Mr. R. Ruffner Alexander
Paula and Ervin Alperin
Ina and Philip Angel
Mr. and Mrs. Edward C.
Armbrecht Jr.
Dr. Steven and Jacqueline Artz
Mr. Terry L. Coleman
Gary and Carolyn Conner
Ms. Carolyn K. Cook
Mr. John T. Copenhaver III
Steve and Melinda Crislip
Matthew and Rebecca Crist
Mrs. Pamela S. Cutright
D
B
Frank and Marion Baer
Ms. Brittany Baird
John and Mary Barnes
Mr. Gary Barrack
Michael and Susan Basile
Ms. Ollie B. Bates
Mrs. Helen Baxter
Mr. and Mrs. Frederick H.
Belden, Jr.
Mrs. Susanne Berger
Kevin S. Berman and
Heather Weiner
Mr. Randy J. Berman
Ravin Bhirud M.D.
Ms. Jessica M. Bland
Charles E. Boll II and
Kim Pauley
Ms. Sheena Bossie
Ms. Martha F. Bowles
Ms. Jan Levi Bowling
Ms. Ann B. Brown
Mr. and Mrs. James F. Brown III
Mr. Evan Buck
Barry, Jo Lynn, Dru, and
Lauren Burns
Dana and Valarie Burns
Mr. and Mrs. L. Gene Burns
Mr. and Mrs. Robert J. Busse
C
Ms. Dorothy H. Call
Mr. and Mrs. Christopher
L. Callas
Mr. C. Howard Capito
Mr. and Mrs. John M. Capito Jr.
The Honorable
Shelley Moore Capito
Mr. Charles L. Capito Jr.
Ellen S. Cappellanti and
Mark W. Carbone
Fred and Anne Cavalier
Mr. Andrew Ceperley
Andy and Becky Ceperley
David and Perine Ceperley
Mr. and Mrs. Florian
F. Ceperley
Ms. Laura E. Ceperley
Mr. William D. Chambers
Jim and Kay Chandler
Ed and Kim Childers
Bob and Lois Childers
Ms. Elizabeth Early Chilton
Ms. Nelle R. Chilton
Ms. Deborah S. Christian
Yancey L. Clark
Mr. David H. Cleland
Lea Anne and Sam Coffman
Alfred M. Cohen and
Ann Pappenheimer
Floralee and Don Cohen
Ms. Zoe A. Cohen
Mrs. Roberta Coleman
Mr. William Maxwell Davis
Ms. Patricia L. Davis-Akroyd
Bill and Gail Dawson
W. Alva and Page Deardorff
Jean and Laurence DeLynn
Don and Harriet Deutsch
Ms. E. Jane Dillard
Mrs. Barbara H. Diznoff
Mr. and Mrs. William
F. Dobbs, Jr.
Ms. Nina Dodd
Robert and Nancy Douglas
Mrs. Bobbie Dove
Howard and Peggy DuBois
Ms. Lucile C. Dudley
Mrs. Mary Durrett
E
Merrill and Sandy Edison
Phil and Marianne Effron
Mrs. Valerie R. Ellis
Gary and Valarie Ellis
Mrs. Helen Epps
Mr. Guy Erwin
Mrs. Elizabeth S. Etchells
H
Father Samuel and
Loretta Jett Haddad
Roger and Linda Hager
Ms. Catherine L. Halloran
Mrs. Catherine Hanks
Mrs. Cynthia S. Hantke
Mr. and Mrs. Waller
C. Hardy III
Mr. Henry Harmon
Mr. Michael H. Harmon
Mr. and Mrs. Richard D. Harrah
Margie and Larry Harris
Tom and Barbara Blair Henson
Ms. Elizabeth C. Hereford
Mr. Richard H. Hess
Jo Ellen and Gregg Hill
John and Sara Hoblitzell
Mr. Michael Hochberger
Suzanne and J. F. Hodges
Mrs. Florette B. Hoffheimer
Mr. Tim Holbrook
Mr. J. Marshall Holcomb
Mrs. N. Jean Holdren
Ms. Mary Margaret Hood
Thomas and Martha Hopper
Mrs. Thomas Howard
Dr. George N. Howard,
Gladys and Mary
Dr. and Mrs. Jon S. Huseby
Mr. Robert N. Huseby
I
Ms. Betty S. Ireland
Mr. Russell L. Isaacs
F
Henry and Carolyn Faison
Debbie and Robert Fenton
Mrs. Annette R. Ferrell
Joel and Tara Fisher
Ms. Teresa Fisher
Ms. Holly Flint
Senator and Mrs. Daniel
S. Foster
Mr. and Mrs. Michael
D. Foster, Esq.
Ms. Beverly G. Fowler
Sam and Christine Fox II
Ms. Joyce Lynn French and
Brian Leslie’s Co-workers at
Dow Chemical
Marcia and Paul Friedberg
Penny Friedman and
Ronald Meyer
J
Mr. Lloyd G. Jackson II
Mr. Sreedevi Jogenpally
Ms. Patty Jones
Ms. Heather Heiskell Jones
K
Jim and Pat Kaderli
Mrs. Lois S. Kaufman
Judge and Mrs. Tod J. Kaufman
Clarence and Jeanette Keeney
Mr. John C. King
Ms. Patricia A. King
Kenneth and Joy Kleeman
Mr. Glenn T. Koach
Mr. Edward L. Kropp
L
G
Mr. Ronald S. Gerstley
Mr. and Mrs. Timothy
J. Gibbons
Joyce and Alan Gidwitz
Mrs. Cookie Glasser
Mrs. Holly H. Glenn
Jerry and Donna Goldberg
Mrs. Doris R. Goldfarb
Jay and Rebecca Goldman
Betsy and Roy Gooding
Ms. Greta Goodman
Mrs. Lynn B. Gottlob
Mr. William B. Grove
Mr. and Mrs. Edward
M. La Combe
Tom and Shannon Lane
Mr. and Mrs. Robert
W. Lawson III
Mr. John Leslie
Terry and Karen Leslie
Ms. Sandra S. Leslie
Mr. and Mrs. Edward S. Levi
Mrs. Lillian C. Levine
Thelma and Bob Levine
Mrs. Constance G. Lewis
Mr. Sanford A. Lewis
Mike and Jackie Light
Mr. Joseph F. Loewenstein and
Lynn Tatlock
20
M
S
Mr. and Mrs. Duncan
C. Malcolm
Ms. Francine U. Manekin
Dr. and Mrs. Jimmie L. Mangus
Jerry and Monna Manning
Mrs. Barbara C. Mason
Ms. Ashley L. McCauley
Ms. Lynne McChesney-Knight
Mrs. Judith H. McClain
Mr. Alvin McCorkle III
Francis and Kathy McCullough
Ellmer and Marie McFarland
Ms. Joan M. McGregor
Thomas and Callen McJunkin
Dr. and Mrs. Brittain McJunkin
Jim and Betty Lou McKeon
Dillard and Elaine Meadows
Mr. and Mrs. William E. Mearns
Karen and Walter Merkle
Mr. and Mrs. Richard H. Merrill
Ms. Gretna B. Michels
Ms. Mary E. Milbee
Mrs. Lois B Miller
The Mohler Family
Harry and Mary Moore
Mrs. Harry Morgan
John and Peggy Motto
Denny and Nancy Moulder
Danny and Carolyn Mullins
Sandra Murphy and
Charles Loeb
Mrs. Nancy E. Murray
Kim and Jerry Myers
Mr. and Mrs. F. Lyle Sattes
Mr. David L. Sayre
Mr. Floyd Sayre Jr.
Ms. JoAnn Scholl
Mr. Stanley H. Sergent PA
Mr. and Mrs. Naresh R. Shah
David and Amy Shapiro
Mrs. Marion Loeb Shoenig
Mrs. Elinore C. Silverberg
Ms. Mary Gail Silverstein
Philip and Jane Silverstein
Mr. Bradford L. Sims
Richard and Marian Sinclair
Robert and Olivia Singleton
Mr. Stephen J. Small
John and Fredda Smallridge
Ms. Suzette Smalls
Mr. and Mrs. Hunter M. Smith
Mr. Reuben Snipper
Ms. Mildred Snyder
Ms. Eleanor G. Sostarich
Mr. and Mrs. Louis
S. Southworth II
Troy and Charlotte Stallard
Mr. Albert E. Starr
Betty and Frank Stern
David and Betty Stern
Ron and Betty Stone
Leigh and Rob Sult
Mr. Daniel Sutlovich
Ms. Darlene J. Sutlovich
Mr. Rudy S. Sutlovich
Harriet and John Sutter
O
T
Bob and Susan Orders
Ms. Shirley J. Osen
Joan B. Ostrow and
Leonard Stern
W. F. Taft
Dr. and Mrs. Julio Teodoro
Mr. and Mrs. Ronald J. Teufel
Mrs. Helen F. Thalheimer
Ms. Carol Thoman
Mr. and Mrs.
L. Newton Thomas Jr.
Ms. Suzanne W. Thorniley
Ms. Dianne Todd
Mrs. Stacey Toney
Charles and Jeri Topp
Mr. R. Brawley Tracy
Mr. and Mrs. James F. Triplett
P
Paul and Emily Papadopoulos
Mr. Bruce Parrish
Steve and Brenda Pauley
Mr. and Mrs. Edward Peeks
Ms. Martha S. Penhale
Mr. Wallace E. Peters Jr.
Ruth R. Peyton
Ivy Piche
Mr. and Mrs. Arthur L.
Poffenbarger
Mr. and Mrs. Thomas E. Potter
Gayle and Alvin Preiser
Ms. Revella Price
Q
Mr. Fred Weibl
Elinor and Sherwin Welson
Mrs. Davin S Wenner
Mrs. Mary N. White
Ray and Bev Williams
Mr. Kenneth D. Williamson
Clayton, Elizabeth and
Allison Willis
Mrs. Patricia M. Wood
Jack and Claudia Workman
Y
Mr. William D. Young
Z
Ms. Cathy P. Zeewy
V
Mr. John E. Varallo
Ms. Stephanie G. Vinson
Mr. and Mrs. Stephen
C. Voorhees
Mr. Richard S. Vorhees
Don and Mary Jane Vredeveld
Mr. and Mrs. Norman K. Quick
W
R
Mr. George A. Ragland
Mrs. Mary Watson Ragland
Mr. and Mrs. Charles B. Ranson
Mrs. Dorcas Rhinehart
Cathy and Joe Rice
Mr. George E. Roeder III
Mr. and Mrs. Jack Rossi
Mrs. Agatha G. Rubin
Mr. Steve M. Rubin
Sam and Sugar Rubin
Mr. and Mrs. Charles
W. Waddill
Gene and Bonnie Waggy
Greg and Judy Wagoner
Mr. Keith A. Walder
Ms. Sara P. Walker
Margie and Dave Wallace
Don and Brenda Walls
Mr. and Mrs. Kenneth A. Ward
Ms. Karen E. Watson
Mrs. Linda Waugh
Carey B. Weaver
Mr. and Mrs. H. B. Wehrle III
21
Contributors — Corporations/Organizations
Grigoraci, Paterno & Associates
Hale Trust Fund
Helen R. Coffindaffer Revocable Inter Vivos Trust
Herscher Foundation, Inc.
Home Builders Association of Greater Charleston
Jennie M. Waggy Trust, by James Waggy
Junior League of Charleston, Inc.
Kaiser Agency, Inc.
Kids Chance of West Virginia, Inc.
Leonard’s Electrical Suppliers, Inc.
Leslie Equipment Co
Living A.I.D.S. Memorial Garden, Inc.
Maier Foundation, Inc.
Mary Jane Fisher Interim Trust
McWilliams/Ballard, Inc.
Memorial Funeral Director &
Cremation Center, Inc.
NTV Asset Management, LLC
Rhodes Brick & Block Co.
Seidel, Cohen, Hof and Reid, LLC
Smith Floor Covering Distributors
St. Christopher Episcopal Church
T. Rowe Price Associates Foundation, Inc.
Taxpayer’s Transpark Committee
The Staff of CAMC Institute
Trust of Frederick G. Bannerot III
United Way Of Central West Virginia
WELCA of Trinity Evangelical Lutheran Church
Wells Fargo Community Support Campaign
West Virginia Health Right, Inc.
West Virginia Institute of Spirituality
Winfield Presbyterian Church
WV Society of CPA’S/The Charleston Chapter
AAA Allied Group Inc.
American Friends Service Committee
Bailey Hardwoods, LLC
Betty Bennett Revocable Trust
BH & BE Jacobson Foundation
Brooks F. McCabe Non QTIP Trust
Career Design Associates Inc.
Charles F. Evans & Son, Inc.
Charles Hopkins Trust
Charleston High School Class of 46 Reunion
Class of 1950
Claude Worthington Benedum Foundation
Clay Foundation, Inc.
Cox-Schepp Construction, Inc.
Daywood Foundation
Defense Contract Audit Agency, Operations
Directorate
Defense Contract Audit Agency/The
Ombusdman Team
Dickinson Properties Limited Partnership
Dinkins Properties
Dr. O.M. and Ruth A. Harper
Family Foundation, Inc.
E. L. Robinson Engineering, Co.
Esmark Incorporated
Estate of Angus E. Peyton
Estate of Arthur M. Ferenz
Estate of Donald Casdorph
Estate of Margaret Ann Moyer
Estate of Mary Lee Treadway-Spencer
Estate of Sam Wilan
Faison & Associates, LLC
Gordon C. and Mildred R. Jackson Foundation
Great Kanawha Resource Conservation
& Development Area, Inc.
22
Honorariums
Edward C. Armbrecht
Jaunita Bailey
Martha F. Bowles
John W. Capito
Andy and Becky Ceperley
Emilie Cook
Donald and Harriet Deutsch
Jon S. Huseby
Robert N. Huseby
Jim and Kim Jarrell
Mrs. Randolph Johnson
James D. Lloyd
John and Ruth McGee
Mac and Nancy Moore
Mary Watson Ragland
Philip and Jane Silverstein
Helen F. Thalheimer
David and Margaret Wallace
Thomas O. Hutchinson
Patricia A. Jones
T. Marshall Jones
Virginia E. Kelly
Donald H. Kinneer
John S. Kuhn
Wilma Hodges Leslie
Audrey Jewell Lively
Chuck Lundy
Daniel A. Mairs
J. C. Mangus
James R. Mason
John Meadows
Hubert H. Murray
Nancy Nelson
Ebenezer Obenza
Rich O’Connell
Ann M. Ovington
Rick Patrick
A. Josiah Peck
Nancy Peters
Angus E. Peyton
George W. Phillips
Howard Poff
Alexander Pollitt
Tim Randolph
Kate Ranson
John A. Rollins
Ruth Sergent
William A. Shuman
R. Ray Singleton
Nancy Slagle
John D. Smallridge
William M. Smith
John C. Steven
William H. Street
Jack Trowbridge
Bill Via
Morton J. Victorson
May and Phil Walden
Kenneth and Mildred Ward
Richard H. Watson
William F. Watson
Gerald W. Waugh
Martha G. Wehrle
Robert and Lila White
John F. White
Lawrence C. Yeardley
Daniel B. Yonkosky
Tucker M. Ziebold
Memoriams
Alice D. Baker
L. E. Barickman
Arnold and Frances Barnes
Iran Benedetti
Gloria Bird
Frederick A. Bloomberg
Roslyn Bloomberg
Elizabeth Boyle
Todd H. Bullard
Adam Michael Burns
Jane Smallridge Chaney
Susan Greenwald Chaskin
Nina Coleman-Comer
Audrey Cornell
Betty Jane Courts
Donald H. Deutsch, Jr.
Jerome H. Deutsch
Rosendo Y. Dy
Henry T. Elden
John and Lyda Eldridge
Estivan Farkas
Franklin S. Fragale
Charles Q. Gage
Jane E. Galyean
Geraldine Gee
David M. Giltinan
Larry Haddad
David Hood
$2,458,968
$3,492,045
$9,955,214
$3,953,044
$7,288,695
Contributions
23
Why Donors Give
Professional Fund Management
From the time of its creation in 1962,
many contributions have been made to
The Greater Kanawha Valley Foundation.
Small and large, memorial gifts, honorary
gifts, undesignated and with specific
charitable purposes, donors have
expressed their wish to help one another,
help the community, bring relief to a
cause, and to be part of a caring connected
community.
Additionally, each Fund’s assets are
managed by investment professionals
using established guidelines set by the
Foundation’s Board of Trustees. All
receipts and expenditures are
independently audited and fully disclosed
to the public annually.
Economical
Administrative expenses are covered by a
modest charge against the income of each
Fund and by donations made to help meet
such expenses. Traditionally, the trustee
banks and investment managers have
generously reduced their fees for
managing Foundation assets. As a result,
more of your charitable gift reaches the
community or organization you wish to
benefit.
Benefits of Giving to the
Greater Kanawha Valley
Foundation
Flexibility
A number of options are available to help
you, as a donor, realize your philanthropic
goals – and the future philanthropic goals
of your family. Whether you would like
to focus your contributions on a specific
charity, or would rather help several
different causes, The Greater Kanawha
Valley Foundation has a fund to meet your
personal needs. In establishing a fund you
will have the right to name the Fund,
determine the property to be given and
select the type of Fund that best suits your
purpose(s). Funds may be established for
smaller amounts if there is a true
commitment to bringing the balance up to
the required minimum for that fund type.
You may also give anonymously and let
the Foundation act on your behalf.
Permanence
The fact that your gift to the community is
administered by the Foundation and
becomes part of a perpetual trust is a very
important benefit to consider. Your gift
will never lapse, unless you designate
otherwise. Income will continue growing
through the years to satisfy your
philanthropic purposes. At the same time,
the Foundation has the ability to address
the changing charitable needs of the
community as they arise. If the original
purpose of your gift becomes obsolete or
impractical, the Board of Trustees is
empowered to redirect your gift to other
related purposes or programs, without the
expense or delay of court action.
Simplicity
Our donors also enjoy a number of
benefits from making a gift to a
community foundation. For instance, a
gift to the Foundation will simplify your
charitable giving. One contribution may
address a number of different needs and
benefit many charitable organizations in
the community/region. You are relieved of
the problem of identifying those agencies
which address your specific purposes
because the Foundation has already done so.
Personal Philanthropic Services
The Foundation has expertise in working
with donors to design philanthropic funds,
and unique grant making programs,
tailored to donors’ particular charitable
values and interests.
Maximum Tax Benefits
Another consideration is the tax benefits.
The Greater Kanawha Valley Foundation
is a public foundation under federal tax
law and your contribution qualifies for
maximum deductibility for income, gift,
and estate tax purposes.
24
Types of Funds
Designated
With a gift of $10,000 or more, you can
create a Fund with its own name and
charitable purpose(s).
For donors who want to give specifically to
one or more charitable organizations for
years to come we recommend a designated
fund. With this fund type, grants are made
from the fund as long as the organization(s)
designated remain in operation and remain
consistent with the funds original charitable
purposes. Should changes in a charity’s
mission occur over time, the Foundation’s
Board of Trustees will seek out alternate
beneficiaries to ensure the donor’s original
charitable goals continue to be served. The
Foundation conducts reviews of designated
fund charities to assure that the resources
are used as the donor intended.
Administrative
You help ensure maximum benefit to the
community by defraying the costs of
services provided by the Foundation by
creating an administrative fund. Your
contribution will support, in perpetuity, the
work of the Foundation and serve as a
lasting tribute for a better community.
Unrestricted or Discretionary
This type of fund gives the Foundation the
opportunity to respond to the changing
needs of the community, assist in
emergency relief and to support innovative
responses to community problems. Your
contribution will join with various funds
created by a history of visionary
philanthropists. The choice of this type of
fund will allow you to make a lasting
impact on our community. An unrestricted
fund can be named for a person, or a
cause, allowing others to contribute to the
fund.
Scholarships
Many individuals and organizations find
great reward in helping a deserving student
accomplish their educational goals.
Scholarship funds may contain field of
interest, residence, financial need
requirements; or they can be set up with
broad criteria. The fund can be named for
an individual, a family or an organization
and is a lasting way to memorialize a
friend or loved one.
Field of Interest
Agency Endowments
You can show your support for
organizations that focus on issues that
concern you such as the arts, education,
health, human services, land use and/or
recreation through the creation of a field
of interest fund. The Greater Kanawha
Valley Foundation strives to seek out
valuable projects in these areas and, as a
donor; you may enjoy participating with
us as we go through the process of
identifying and selecting these projects.
For a non-profit organization that wishes to
transfer all, or part, of its endowment to a
designated Fund within The Greater
Kanawha Valley Foundation, agency funds
can help reduce administrative challenges.
Individual donors may also establish
agency endowments to help support the
ongoing mission of a charitable
organization of their choosing. The
Foundation considers the management of
agency endowments a service. This
partnership truly brings economies of scale,
expertise and reduced Fund management
costs to other charitable organizations. It
will also protect the individual agency’s
hard-earned endowment and ensure it is
always available to support its charitable
mission.
Donor Advised
Donor advised funds are for those who
wish to remain active in the giving
process. As a donor, you reserve the right
to make grant (giving) recommendations
to specific charitable organizations that
have meaning for you. The flexibility of
this type of fund allows you to vary your
charitable contributions from year to year,
and encourages philanthropy of future
generations. Investments, paperwork and
grantee monitoring are all handled by the
Foundation, with recognition to the donor
for the gift.
25
New Funds
New Funds
New Funds
The Greater Kanawha Valley
Foundation
fund will also be distributed by the
Foundation for its general charitable
purposes through its competitive grant
process.
Robert Lytle Anderson Fund
A discretionary fund created by the last
will and testament of Robert Lytle
Anderson. The fund will be distributed by
the Foundation for its general charitable
purposes through its competitive grant
process.
The Joan T. Hairston Scholarship
Fund
A scholarship fund created by the
American Friends Service Committee ñ
Middle Atlantic Region. The fund will
provide scholarships to minority
graduates from Logan High School.
Stuart and Lucille Armstrong
Scholarship Fund
A scholarship fund created by St.
Christopher Episcopal Church. The fund
will provide scholarships for Episcopalian
residents of the Diocese of West Virginia.
Frederick. Bannerot, III Fund
A donor designated fund created by the
Estate of Frederick G. Bannerot III. The
fund will provide support for Hospice, Inc.
of Kanawha County, Sojourners, and
Covenant House.
Ceperley-Cook-Hopper Family Fund
A donor advised fund created by Florian F.
Ceperley, Andrew Rodes Ceperley, Sr.,
Martha Ceperley Hopper, David Ceperley,
Laura Elizabeth Ceperley, and Rebecca
Cook Ceperley. The fund will provide
support for the general charitable
purposes of the community as
recommended by the fund's advisory
committee.
Charles Hopkins Fund
A discretionary fund created by the Estate
of Charles Hopkins. The fund will be
distributed by the Foundation for its
general charitable purposes through its
competitive grant process.
Margaret Ann Moyer Fund
of Margaret Ann Moyer. The fund will be
Fund for Special Olympics West
Virginia
A donor designated fund created by
Special Olympics West Virginia. The fund
will provide support for the Special
Olympics West Virginia.
Helen R. Coffindaffer Revocable
Inter Vivos Trust Fund
of Helen R. Coffindaffer. The fund will be
Mary Jane Mason Fisher General
Fund
A donor designated/discretionary fund
created by the Estate of Mary Jane Fisher.
A portion of the fund will provide support
for the University of Charleston and
Kanawha Hospice Care. A portion of the
28
The Boone County
Community Foundation
The Greater Greenbrier Valley
Community Foundation
An affiliate of The Greater Kanawha
Valley Foundationn
An affiliate of The Greater Kanawha
Valley Foundation
The Stephens Golden Rule Fund
A discretionary fund created by O. R. and
Delores Stephens. The fund will be
competitive grant process. Special
consideration is requested of the Board of
Directors for Boone County Resolve
Family Abuse Program, Boone Madison
Public Library Children's Literacy
Programs, Community Arts Programs,
and Boone County Senior Citizens
Programs.
Greenbrier Historical Society
Endowment Fund
A donor designated fund created by the
Greenbrier County Historical Society.
The fund will provide support for the
Greenbrier County Historical Society.
The Virgil W. Hanshaw Orphan's
Scholarship Fund
A scholarship fund created by Virgil
Hanshaw. The fund will provide
scholarships for native West Virginians
attending a West Virginia public school
who have lost one or both of their
parents or who is exiting the foster care
system.
29
How to Create a
New Fund
1
Define your charitable objectives &
meet with your professional advisor
2
Select the best asset for funding
your gift
3
Meet with Foundation
President and CEO
4
Decide the type of fund that is
best for you
5
Name the fund
6
Complete the “Fund Agreement”
7
Transfer gift assets to Foundation
8
WELCOME to the Foundation
30
Funds
Funds
Funds Administered by the Foundation–unaudited
Market Value as
of 12/31/2009
Robert Lytle Anderson
Marian H. Angell Memorial Fund
Armbrecht Family Fund
John C. and Ada K. Arter Memorial Fund
Robert D. Ashworth Fund
Aurady Fund
Mr. and Mrs. Richard H. Ayre Fund
The Charles W. Ballard and Susan H. Ballard Fund
Mary Frances Bannerot Fund
Dr. Joseph C. Basile, II Memorial Scholarship Fund
Jack Basman Nursing Scholarship Fund
The Beatrice Bell Memorial Fund
Beni-Kedem Shrine Temple Fund
Bernadine Bess Memorial Trust Fund
Black Diamond Girl Scout Council Fund
W. P. Black Scholarship Fund
Catherine S. and Andrew L. Blair Fund
Fred A. Bloomberg Scholarship Fund
Juanita M. Boll Memorial Fund
William H. Botkin and Viola V. Botkin Fund
Franklin W. and Helen S. Bowen Fund for Calvary Baptist Church
Franklin W. and Helen S. Bowen Fund for First Baptist
Church of Clendenin
Franklin W. and Helen S. Bowen Fund for the Town of Clendenin
Franklin W. and Helen S. Bowen Fund for Mt. Lebanon
Baptist Church of Pittsburgh
Bowles, McDavid, Graff and Love Charitable Trust
in Memory of Paul N. Bowles
Kenneth H. Bowyer Memorial Fund
Garth Derek Brown Memorial Fund
The Pauline Haddad Bsharah Scholarship Fund
The Marshall Buckalew and Mary Hover Buckalew Charitable Fund
Cabin Creek Quilts Endowment Fund
Cabot Foundation Fund
C.A.M.B. Fund
Charleston Area Medical Center Educational
and Medical Services Fund
The Camp Kno-Koma Fund
Caperton Fund
Dr. Gustavus B. Capito Fund
Capito Family Fund
Gustavus B. Capito Fund for Nursing Education
Carbon Fuel Foundation Fund
Miriam Duling Carter Memorial Fund
Thomas N. Chambers Administrative Fund
Charleston Ballet Endowment Fund
Charleston Lions Club Fund
Charleston Memorial Eye Clinic Trust Fund
Charleston Rotary Club Scholarship Fund
Charleston Symphony Orchestra Endowment Fund
Senator William E. Chilton, Sr. Fund
Mr. and Mrs. W. E. Chilton, III Fund
City National Bank Fund
Ellsworth R. and Caroline H. Clark Fund
Juliet Staunton Clark YWCA Building Endowment Fund
Buckner W. Clay, III Fund
Helen R. Coffindaffer Revocable Inter Vivos Trust
Louis W. Cohen Fund
C. Raymond and Delsia R. Collins Fund
Grants to
Date 2009
$605,709.73
$42,653.04
$311,788.17
$109,753.74
$151,446.09
$31,618.52
$1,777,037.88
$19,234.93
$28,966.87
$29,477.77
$207,284.36
$66,352.56
$8,536.34
$114,662.77
$35,751.10
$2,192,590.51
$14,199.14
$45,429.30
$106,018.69
$107,939.85
$48,559.95
$47,362.01
$0.00
$43,161.00
$290,403.00
$35,085.00
$176,522.00
$39,691.00
$1,065,025.29
$19,113.00
$15,685.00
$15,410.00
$31,441.00
$74,502.00
$6,937.00
$115,500.00
$31,154.00
$2,453,236.00
$10,171.00
$9,150.00
$68,479.00
$178,515.00
$12,054.00
$9,853.00
$46,408.67
$48,762.51
$14,248.00
$15,615.00
$68,258.69
$24,276.00
$29,904.96
$9,274.90
$28,971.28
$9,058.90
$13,186.79
$23,178.33
$144,981.51
$87,204.84
$22,430.00
$3,571.00
$21,414.00
$9,693.00
$4,849.00
$28,704.00
$72,586.00
$126,514.00
$43,827.32
$937,898.62
$276,332.70
$43,858.30
$155,105.35
$927,418.36
$14,528.94
$139,230.04
$19,248.82
$78,340.24
$92,528.32
$77,143.54
$43,949.44
$326,000.31
$275,661.69
$229,609.55
$270,077.76
$356,346.59
$180,996.86
$10,825.48
$57,513.05
$270,305.36
$61,127.00
$493,571.02
$343,443.00
$33,175.00
$129,754.00
$872,634.00
$15,530.00
$56,906.98
$7,192.00
$10,742.00
$141,890.00
$25,405.00
$72,736.00
$358,270.00
$405,634.00
$0.00
$71,280.00
$374,200.53
$194,964.00
$0.00
$51,327.00
$30,000.00
32
Market Value as
of 12/31/2009
Columbia Gas Fund
Cynthia Lorentz Cook Memorial Fund
Cox-Morton Fund
The Mason Crickard Fund
J. Hornor Davis, II Fund
Diana B. Deardorff Memorial Scholarship Fund
Jerome H. Deutsch Memorial Fund
The Jane M. DeVan and Rugeley P. DeVan, Jr. Fund
John L. and Maude H. Dickinson Fund
Mary Lewis Dickinson Fund
Jerry L. Dove Memorial Trust Fund
Zelma F. Drennen Memorial Fund
James F. Duncan Charitable Fund
James F. Duncan Homeless Fund
The Bayard F. Ennis Fund
Lloyd Erhard, Jr. and Margaret B. (E.) Erhard Trust Fund
Mary Jane Mason Fisher General Fund
Norman S. and Betty M. Fitzhugh Fund
Richard C. Flint Scholarship Fund
Marion Francis Fortney and Lora C. Fortney Fund
Brent B. Galyean Memorial Fund
General Scholarship Fund
Rebecca Dickinson Goldsmith Memorial Fund
Goldsmith Fund #2
Mr. and Mrs. William L. Goldsmith Memorial Fund
Helen Moore Goode Memorial Scholarship Fund
Nan Nash Grosscup Fund
Fred Haddad General Fund
Fred Haddad (Special Funds)
The W. Baker Hall Memorial Fund
Jeanne and Lawson Hamilton Fund
James L. and Lillian Kennedy Harris Family Fund
John Roy Harris Fund
Betty Herscher Fund
George and Patty Herscher Fund
Georgia Singleton Herscher Memorial Fund
Grace S. Herscher Memorial Fund
Philip A. Herscher Memorial Fund
Morton F. Hess Memorial Fund
Arthur B. Hodges Center Fund
Holz School Fund
Nicholas and Rose W. Howard Charitable Family Fund
Woody and Helen Hunsinger Fund
Jackson Scholarship Fund
Blanche E. Jacobson Cultural Fund
Bernard H. and Blanche E. Jacobson Fund
Bernard H. Jacobson Cultural Fund
Dorothy M. and Charles N. Jardin Fund
The Raleigh and Rita Jimison Fund
Raleigh A. and Rita H. Jimison Fund #2
Elizabeth S. Johnston Memorial Fund
Franklin Johnston Fund
The Jones Family Fund
The Charles T. and Mary Ellen Jones General Fund
The George W. Jones, Jr. Memorial Fund
The Herbert E. Jones, Jr. and Gloria C. Jones General Fund
Walter and Lillian Judy Fund
Kamm Family Fund
$34,464.85
$18,031.47
$359,972.60
$5,237,734.90
$59,679.72
$7,805.69
$96,969.87
$11,007.55
$9,459,205.70
$1,679,203.37
$28,087.14
$333,464.43
$7,418,966.04
$272,210.42
$492,674.41
$2,043,761.64
$100,000.00
$15,073.86
$313,068.04
$360,825.18
$20,470.05
$234,922.96
$200,320.43
$8,475.85
$24,568.01
$27,241.15
$17,397.40
$227,748.52
$136,508.39
$3,221,645.21
$1,903,175.93
$34,520.83
$91,932.75
$532,849.49
$176,883.36
$75,633.44
$199,642.97
$130,418.28
$21,609.91
$10,778.64
$74,147.58
$56,552.32
$13,079.91
$750,629.14
$1,290,791.71
$55,801.94
$1,184,008.37
$416,398.45
$5,899.31
$1,224,686.98
$114,469.05
$114,165.66
$771,581.72
$231,341.74
$13,832.96
$276,634.43
$144,999.05
$627,459.33
Grants to
Date 2009
$34,109.00
$13,333.00
$413,708.00
$6,600,093.00
$77,705.00
$6,554.00
$60,424.00
$18,412.00
$1,787,353.81
$1,756,762.06
$22,975.00
$404,276.00
$1,667,795.00
$41,931.00
$660,265.25
$356,348.00
$0.00
$5,200.00
$148,860.00
$128,050.00
$14,639.00
$164,090.00
$221,793.00
$22,480.00
$21,610.00
$18,306.00
$15,022.00
$301,017.00
$198,507.00
$3,379,754.80
$1,375,661.00
$20,040.00
$17,191.00
$167,551.00
$213,108.00
$70,035.00
$134,232.00
$145,403.00
$24,243.00
$3,443.00
$31,252.00
$17,775.00
$6,819.00
$154,000.00
$1,313,537.00
$88,909.00
$1,344,270.00
$189,887.00
$13,192.00
$223,094.00
$86,164.20
$23,393.00
$2,487,209.25
$272,139.00
$17,513.00
$283,368.00
$124,207.00
$422,981.00
33
Market Value as
of 12/31/2009
Lucina M. Keane Memorial Fund
David Ray Keenan Scholarship Fund
Kelley-Green Fund
Harry R. Kessell and Pauline K. Davis Fund
James and Ruth Kessler Advised Fund
James and Ruth Kessler Designated Fund
George King Scholarship Fund
Henry E. King Scholarship Fund
King-Alderson Family Fund
Kleeman Family Fund
Nancy Chilton Nelson Knapp Memorial Fund
Frank A. Knight Memorial Fund
Alice Ann Koontz Fund
F. B. Lamb Fund
Mr. and Mrs. Robert W. Lawson, Jr. Fund
Della R. P. Lewis Fund for Calvary Baptist Church
Della R. P. Lewis General Fund
Stanley Loewenstein Memorial Fund
Loewenstein Funds (3)
Michael Brian Boo Lopez Memorial Scholarship Fund
Lillian M. Mairs Fund
L. K. and Elizabeth F. Marmet General Fund
Leopold K. and Elizabeth F. Marmet Scholarship Fund
Nathan and Sarah Maslow Fund
Brooks F. and Jane Mason McCabe Fund
Alfred and Lucy W. McClung Fund
Madeline B. McCrum Fund
The J. E. and Elizabeth R. McDavid Fund
John F. and Ruth B. McGee Advised Fund
Lillian Walker McGurl Fund
McJunkin-Jones Family Fund
The Simon Meyer Fund
Mary S. Moses Memorial Fund
Charles Edwin Mottesheard Memorial Fund
Margaret Ann Moyer Fund
Mr. and Mrs. Eric Nelson Fund
Harriet Engstrom Nelson Fund
Robert A. and Mary E. Nickell Fund
Olive Branch Bible Class Fund
One Valley Community Trust Fund
Bernice Pickens Parsons Fund
Charles Estil Pauley Memorial Fund
Jean Stuart Pelzel Memorial Fund
The Peyton Fund
Angus E. and Nina Peyton Fund
Peyton Fund #2
J. Roy, Lillian May, John E. and Florence B. Pierson Fund
John W. Powell, Jr. and Ruth E. Powell Fund
The Mary T. Price Scholarship Fund
Prichard Fund
Prichard Fund No. 2
Public Health Nursing Fund
Patrick Koontz Ragland Fund
Nancy Gay Randolph Fund
Esther Bergman Rankin Fund
Mary Price Ratrie Fund
John V. Ray Fund for Christ Church United Methodist
John V. Ray Fund for Kanawha County Public Library
$72,564.17
$42,869.87
$27,245.72
$25,405.34
$1,287,277.65
$367,188.62
$24,718.25
$72,401.35
$219,408.16
$207,641.39
$53,397.65
$80,557.82
$23,983.66
$969,486.76
$53,904.47
$919,072.75
$243,846.08
$210,802.29
$344,424.38
$33,753.06
$21,730.83
$20,331.05
$6,698,037.04
$804,253.22
$31,709.36
$82,264.18
$166,819.70
$190,569.14
$783,511.25
$138,886.23
$29,260.86
$197,917.54
$42,566.14
$9,699.06
$115,089.13
$161,739.54
$190,300.05
$6,119.10
$27,235.58
$175,427.48
$161,269.49
$14,502.92
$41,382.79
$263,466.96
$94,897.19
$7,554.35
$221,259.76
$88,328.17
$28,035.04
$68,910.60
$88,120.79
$38,288.75
$52,552.95
$1,162,661.46
$208,454.45
$1,234,884.92
$12,063.67
$12,058.69
Grants to
Date 2009
$89,914.00
$12,015.00
$23,604.00
$19,876.30
$1,447,896.00
$554,013.00
$23,169.00
$23,897.00
$52,110.00
$101,285.00
$62,324.00
$142,282.00
$37,631.00
$261,781.00
$46,586.00
$991,815.00
$223,111.00
$102,952.00
$403,293.00
$18,108.00
$3,920.00
$26,342.00
$618,000.00
$227,416.00
$14,291.00
$110,653.00
$32,100.00
$255,777.00
$1,548,750.00
$165,149.00
$37,197.00
$65,811.00
$37,723.00
$5,107.00
$0.00
$89,195.00
$112,050.00
$7,834.00
$33,568.00
$65,458.72
$149,607.00
$13,381.80
$26,880.00
$367,491.00
$3,051.00
$437,530.91
$6,000.00
$61,413.00
$12,000.00
$63,388.00
$141,511.00
$45,259.00
$38,501.00
$641,150.00
$73,912.00
$69,389.00
$20,042.00
$20,035.00
34
Market Value as
of 12/31/2009
Redmond-Bennett Fund
Noah Porter Rhinehart and Myrtle Couts Rhinehart Fund
Rose C. Riggio Scholarship Fund
Alfred Davis Roberts III Memorial Fund
George and Josephine Rogers Fund
Haven T. Rollins Memorial Fund
W. Michael Rollins Memorial Fund
J. Paul and Amy Nuttall Rusk Fund
Saint Albans Public Library Fund
St. Markís Episcopal Church Fund
Schoenbaum Fund
SCPA Scholarship Fund
Edward L. and Dolly Sherwood Fund
Harry and Florence Silverstein Fund
Elizabeth and Herchiel Sims Fund
Mary Madeline Sims Advisory Fund
The R. Ray Singleton Memorial Fund
Paul A. and Maxine K. Skaff Fund
John D. and Jane Smallridge Memorial Fund
Caroline S. Smith Fund in memory of Gerald G.
and Caroline Snider Smith
Lois McDaniel Smith Memorial Fund
Robert L. Smith Memorial Fund/Charleston Gazette Fund
Brandon Matthew Sneed Memorial Scholarship Fund
Sarah Florence Spencer Memorial Fund
Charles B. and Judith W. Stacy Fund
Fannie and Morris Steiger Fund
Ann Bond Stephens and Thomas M. Stephens Charitable Fund
A. Guy Stone Memorial Library Fund
Sunrise Museums Fund
Tattersall Family Fund
Andrew K. Teeter Scholarship Fund
Margaret Howard Teeter Fund
Albert and Helen Thalheimer Fund
The L. Newton and Katherine S. Thomas General Fund
The Elizabeth H. Thomas Scholarship Fund
Mary F. Thomas Memorial - General Fund
Mary F. Thomas Memorial - Salvation Army Fund
John H. and Antoinette B. Thomas Scholarship Fund
Emmy Lou Tompkins Fund
Tri-State Roofing and Sheet Metal Company Prize Fund
Trustees’ Fund
Elizabeth Underwood Scholarship Fund
The United Way Endowment Fund
The University of Charleston Centennial Trust Fund
Paul and Opal Vaughan Fund
Frank Veltri Thanksgiving Day Dinner Fund
Clarice R. Vineyard Fund
Stephen C. and Adeline J. Voorhees Fund
Booker T. Washington Memorial Fund
Henry Louis Wehrle, Jr. Memorial Fund
The Westmoreland Coal Company Fund for
Medical Scholarships and Other Charitable Purposes
Mary Ratrie Wick Family Fund
Women’s Health Center Fund
The Wright Family Fund
The West Virginia Nurses Memorial Fund
Friends of West Virginia Public Radio Endowment Fund
The West Virginia Symphony Orchestra
Permanent Endowment Trust Fund (3)
Grants to
Date 2009
$488,613.21
$2,922,815.52
$15,677.38
$21,828.65
$4,508,230.82
$495,319.34
$11,615.79
$230,234.92
$88,526.81
$133,326.76
$4,177,108.57
$176,636.50
$61,569.84
$22,708.46
$252,407.73
$166,448.14
$104,379.27
$46,136.99
$84,981.01
$538,942.38
$4,384.00
$773,532.85
$2,297.00
$24,160.00
$757,289.00
$48,818.00
$8,178.00
$231,175.00
$27,492.00
$106,505.56
$6,894,832.74
$189,086.00
$24,571.00
$11,514.00
$34,901.00
$18,200.00
$72,188.00
$20,546.00
$58,152.00
$140,486.00
$28,292.85
$502,363.84
$53,951.34
$11,823.45
$539,851.24
$30,630.52
$534,462.18
$8,031.49
$60,754.96
$26,666.92
$41,820.07
$16,211.82
$93,811.88
$2,240,488.28
$27,981.63
$178,480.89
$208,692.01
$71,962.80
$264,666.16
$29,163.88
$58,045.54
$8,450.88
$357,368.72
$1,963,224.95
$40,845.12
$325,617.43
$198,002.76
$258,919.23
$43,465.70
$13,740.35
$448,706.29
$27,181.00
$550,292.00
$35,523.00
$9,545.00
$76,385.00
$20,726.00
$594,555.00
$11,877.00
$65,958.00
$12,285.00
$29,744.00
$6,965.00
$84,446.00
$2,108,066.00
$14,000.00
$202,606.00
$195,026.00
$15,101.82
$47,486.33
$80,819.06
$37,272.67
$92,585.86
$2,529,043.82
$2,841.00
$229,782.00
$34,722.00
$1,000.00
$5,601.00
$2,320,017.00
$26,339.00
$15,287.00
$11,000.00
$4,507.00
$334,208.00
$2,077,088.00
$37,043.00
$126,391.30
$110,305.00
$328,652.00
$22,883.00
$13,822.00
$203,605.00
35
Market Value as
of 12/31/2009
The John L. and Sallie F. McClaugherty Conductor’s Podium
Endowment Sub-Fund of the WV Symphony Orchestra
WVHFMA Scholarship Fund
Eleanora Gibbs Wylie Scholarship Fund for Nursing Education
General Funds (4)
TOTALS
Grants to
Date 2009
$327,942.93
$40,719.00
$11,452.06
$7,084.89
$645,936.68
$10,905.00
$5,004.00
$473,372.04
$100,444,579.70
$66,765,383.41
FUNDS HELD IN TGKVF, INC.–unaudited
A Supporting Organization of The Greater Kanawha Valley Foundation
Market Value as
of 12/31/2009
Florette Angel Fund for Children’s Advocacy
Stuart and Lucille Armstrong Scholarship Fund
Dale C. Bailey Memorial Scholarship Fund
Frederick G. Bannerot III Fund
Cyrus J. Barton, Jr. Memorial Fund
Mike and Susan Basile Fund
The Bhirud Family Fund
Robert N. Bland Memorial Fund
Blessed Sacrament Church
James E. and Barbara J. Boggs Scholarship Fund
Boone County Community Foundation
Edward Issac Borstein and Ellen Lydia Borstein Memorial Fund
Lynda Bowen Scholarship Fund
The Anderson H. Brown and Captolia Casey Brown Memorial Fund
Adam S. Burford Memorial Fund
Adam Michael Burns Memorial Scholarship Fund
CAN Community Center Fund
Dee Caperton Kessel Fund
Donald E. Casdorph Fund
Paul L. Cassis Memorial Fund
Cavalier-Nichols Family Scholarship Fund
Ceperley-Cook-Hopper Family Fund
William O. Clarkson Fund
Class of 1946 Charleston High School Scholarship Fund
Charleston Vandalia Rotary Scholarship Fund
Clay Center Maintenance Fund
Lenore Cox Compton Memorial Fund
The Earl F. Cottrell Scholarship Fund
Covenant House Fund
Thomas R. and Mary A. Cox Fund
Charleston Chapter of the West Virginia Society of CPA’s
Accounting Scholarship Fund
F. Waldo Craig Fund
Crichton High School Alumni Scholarship Fund
The Crislip Fund
J. D. Cutlip Scholarship Fund
F. M. Davis Fund
James Delforge Memorial Fund
St. Albans Public Library Internship - Delforge Sub Fund
Edgar A., Jr. and Bette A. Dumont Fund
Thad Epps Memorial Scholarship Fund
Les and Verna Evans Memorial Fund
Brooksie Boggs Fannin Riverside High School Scholarship Fund
Arthur M. and Laila Maki Ferenz Scholarship Fund
Grants to
Date 2009
$35,596.29
$47,981.84
$33,258.14
$190,997.63
$11,510.57
$11,920.10
$28,419.75
$5,872.58
$107,039.64
$45,293.57
$643,627.17
$69,268.03
$16,508.47
$12,140.83
$15,709.00
$23,642.19
$22,878.65
$584,316.27
$886,287.93
$18,408.19
$11,598.10
$25,106.56
$307,342.98
$64,786.61
$10,671.42
$47,421.65
$10,279.87
$11,294.20
$2,023.73
$21,655.76
$11,910.69
$7,922.00
—
$5,850.00
—
$2,346.00
$2,676.00
$5,494.00
—
—
$7,650.00
$25,130.00
$19,144.00
—
$1,218.00
$1,100.00
$2,551.00
$1,260.00
$148,106.00
$63,340.00
$7,514.00
$2,206.50
$0.00
$60,548.00
$6,000.00
$500.00
$8,051.00
$7,118.00
$2,759.00
—
$4,250.00
$5,000.00
$24,136.12
$14,120.30
$32,648.56
$25,708.80
$229,294.52
$155,849.28
$10,988.32
$445,356.98
$21,142.94
$958,179.71
$245,346.70
$1,043,608.17
$10,609.00
$5,949.00
$5,000.00
$3,700.00
$121,915.00
$17,555.00
—
$7,830.00
$1,443.00
$161,405.00
$44,000.00
—
36
Market Value as
of 12/31/2009
Fund for the Arts
Charles Quincy Gage Memorial Fund
Dennis Carlton Gandee Memorial Scholarship Fund
The Gaunch Family Fund
Geraldine Gee Memorial Nursing Scholarship Fund
The Deputy William G. Billy Giacomo Scholarship Fund
William G. Billy Giacomo Fayette County Firefighters Memorial
Scholarship Fund
The Roxanna Glass Memorial Scholarship Fund
Rebecca Beattie Goldman Nursing Scholarship Fund
Greater Kanawha RC & D Fund
Donald S. Groves, MD Memorial Award Fund
Haddad Riverfront Park Endowment Funds (2)
Joan T. Hairston Scholarship Fund
Edward E. Hale College Administrative Services Fund
Sibyl Hall Fund
Dr. O.M. and Ruth A. Harper Scholarship fund
Vernon B. (Bucky) Harris Fund
Lorena Hefner Memorial Fund
Bessie E. Henson Memorial Fund
Robert Crawford Hieronymus Fund
Emmel V. Hodges Memorial Fund
Bill and Nancy Hollis Fund
David Andrew Hood Memorial Scholarship Fund
Charles Hopkins Fund
Dr. George N. Howard Fund
Glenn (Fritz) Howard and Lois Wingett Howard Memorial Fund
J. W. Hubbard, Jr. and Gabrielle P. Hubbard Fund
Paris Hudnall Memorial Scholarship Fund
Mary E. (Nalbach) Huseby Memorial Scholarship Fund
The Jennings Family Fund in Memory of Mary M. Jennings
Ruth Ann Johnson Fund
T. Marshall Jones Fund
Junior League of Charleston Charitable Fund
Junior League of Charleston Rebecca Dickinson Goldsmith
Scholarship Fund
Kanawha Valley Dental Health Fund
Lois and Lawrence C. Kaufman, Jr. Fund
Clarence C. and Jeanette Hodges Keeney Fund
in memory of Elza Jo Halstead
Clarence C. and Jeanette H. Keeney Fund (Keeney #2)
in memory of Byrd and Ada White
in memory of David L. and M. Alice Hodges
in memory of James Arthur Skeens, III
in memory of Gaye Hodges Skeens
in memory of Emmel V. Hodges
in memory of David L. Hodges, Jr.
in memory of Lee R. Hodges
Keep A Child In School Fund
Elizabeth P. Kenna Fund
James S. Kessel Scholarship Fund
Kids Chance of West Virginia, Inc. Scholarship Fund
Grants to
Date 2009
$160,474.82
$13,217.67
$6,129.71
$362,484.88
$13,675.11
$23,823.76
$20,047.10
$6,342.00
$4,615.00
$1,000.00
$89,137.00
$1,500.00
$4,900.00
$1,150.00
$24,622.30
$12,060.32
$3,285,664.78
$68,117.04
$53,907.19
$177,131.59
$6,356.99
$39,873.18
$732,770.77
$15,573.75
$211,268.21
$36,110.40
$283,374.36
$9,278.10
$309,592.56
$4,865.74
$38,052.30
$20,904.41
$15,000.00
$32,810.13
$836,475.30
$25,162.56
$24,891.73
$52,578.69
$1,042,470.59
$35,811.29
$47,590.18
$7,444.00
$600.00
$1,309,981.67
—
$13,125.00
$23,552.00
$0.00
$200,800.00
$261,212.00
$4,000.00
$39,344.00
$24,681.00
$15,953.00
$535.00
$89,213.00
$1,788.00
$8,500.00
$0.00
$0.00
$1,639.00
—
$4,550.00
$7,314.00
$7,930.00
$563,977.00
$4,006.00
$9,566.00
$23,907.75
$9,199.39
$14,498.13
$9,000.00
$3,241.00
$533.00
$9,460.66
$9,055.47
$3,884.00
$2,605.00
$8,827.25
$1,883.00
$9,089.59
$2,297.00
$10,044.89
$3,008.00
$9,936.30
$3,342.00
$78,613.90
$9,236.97
$5,308.00
$1,100.00
$9,235.67
$1,101.00
$311,461.66
$897.90
$25,025.49
$65,729.03
$59,000.00
—
$8,812.00
$88,000.00
37
Market Value as
of 12/31/2009
Dr. Charles and Margaret White Kniseley Memorial Fund
Milton S. Koslow Fund
Norman Kristic, Jr. Fund
Armbrecht Family Land Use Planning and Conservation Fund
James and Marianne Lane Family Fund
Legal Aid of West Virginia, Inc. Fund
Tressa L. Legg Scholarship Fund
Joseph Leslie Memorial Scholarship Fund
The Lincoln County Community Foundation
Literacy WV Scholarship and Recognition Fund
Living A.I.D.S. Memorial Garden
Charles W. Loeb Valley Promotion Fund
Jon Loftis Fund
Joseph Mifflin Lorentz and Beatrice Stephenson Lorentz
Memorial Scholarship Fund
Dr. Henrietta Marquis Fund
Math and Science Scholarship Fund
Mayor Jones Fund
Attison McClanahan Academic Scholarship Fund
Michael W. McDaniel Memorial Scholarship Fund
Britt and Judy McJunkin Fund
Ernest and Iva Mearns Fund
Adam Meyer Mental Health Assistance Fund
Montgomery Rotary Scholarship Fund
Harry S. and Mary Ellen Moore Fund
OL Leff Moore Memorial Scholarship Fund
Earl and Betty Ann Morton Fund
Margaret Parsons Porky Moss Scholarship Fund
Mountain Heart Foundation Fund
City of Charleston, WV Municipal Auditorium Fund
Municipal Beautification Commission Fund
The Coleman Murphy, Jr. Memorial Scholarship Fund
Tom Murphy Memorial Fund for the Promotion of Music and Dance
Nitro Community Fund
Jesse W. and Elizabeth Rust O’Hair Fund
The Onion Fund
Lillian Ostrin Fund
Bertram and Nancy Payne Memorial Fund
James F. B. Peyton Fund
John A. and Lucille S. Pianfetti Fund
Katherine Poe Fund
Mr. & Mrs. Robert Lindsey’s Fund for Putnam County Library
Evelyn Quick Capital High School Scholarship Fund
Tim Randolph Soccer Scholarship Fund
Shirley C. Rawlins Fund
Wilson A. and Stella Elizabeth Ray Memorial Scholarship Fund
Rea of Hope Fund
Paul A. and Grace C. Rhudy Scholarship Fund
Michael D. Richmond Memorial Fund
Friends of Riverside Fund (formerly Riverside High School Fund)
Riverside Math & Science Fund
St. Albans High School Foundation Fund
Senior Services #1
Senior Services #2
Shepherd Family Fund In Memory of Walton S. Shepherd, Jr.,
J. Banks Shepherd, and Edwin M. Shepherd
Nancy Brown Sheridan Fund
Alan Douglas Sinclair Memorial Fund
Pauline G. Sisson Fund
Grants to
Date 2009
$374,446.98
$535,547.44
$7,745.77
$137,285.65
$11,607.62
$101,781.68
$30,508.13
$113,201.60
$118,031.92
$10,266.38
$18,310.58
$28,456.02
$110,698.49
$241,683.00
$14,738.00
$9,967.00
$27,053.00
$1,294.00
$4,467.00
$5,150.00
—
$58,291.07
$485.00
$1,286.00
$5,340.00
$240,855.86
$17,750.68
$55,939.41
$74,180.84
$1,880.28
$14,399.06
$64,706.01
$10,438.64
$152,536.59
$24,331.94
$14,830.42
$22,147.27
$7,785.84
$9,285.08
$11,182.59
$29,250.83
$71,647.65
$22,187.71
$11,027.59
$12,151.17
$6,043.75
$37,041.29
$130,926.76
$242,474.48
$151,744.40
$10,444.39
$77,662.17
$113,281.24
$112,716.89
$14,253.38
$9,791.08
$11,428.99
$10,430.56
$29,504.31
$9,138.10
$9,285.38
$21,937.18
$24,792.83
$21,962.62
$13,100.30
$9,783.62
$30,549.26
$2,000.00
$3,926.00
$10,754.00
$104,400.00
$1,500.00
$41,000.00
$229.00
$58,000.00
$4,508.00
—
—
—
$3,205.00
$1,453.00
$1,183.00
$31,578.00
—
$2,560.00
$1,214.00
$2,644.01
$3,350.00
$25,300.00
$47,769.00
$42,942.00
$1,810.00
$20,520.00
$6,212.00
$1,267.00
$3,000.00
—
$2,024.00
$3,231.00
$3,315.00
$2,757.00
$3,032.00
$253,688.00
$2,550.00
$1,000.00
$1,597.00
$1,578.00
$5,500.00
$23,676.84
$10,223.08
$200,134.89
$5,410.00
$1,931.00
$33,893.00
38
Market Value as
of 12/31/2009
Sissonville High School Foundation Fund
Sr. Mary Pellicane, r.c. WVIS Endowment Fund
Laura Small Memorial Fund
The Betty Anne Smith Continuity Fund
Betty Anne Smith Family Service Fund
Herb Smith/Eunice Fleming Scholarship Fund
Mildred Snyder Family Donor-Advised Fund
The Mildred Snyder Weight Watchers Academic Scholarship Fund
Irenaeus J. and Minnie Putney Stanley Trust
Mary N. Staples Humane & Hospice Fund
Asa Andrew Stemple Scholarship Fund
John C. Steven, Jr. Engineering Scholarship Fund
Kenneth Stollings Memorial Engineering Scholarship Fund
Garland and Bernice Stover Fund
Sustainable Kanawha Valley Initiative
Thalheimer Family Supplemental Scholarship Fund
John and Cookie Thomas Memorial Fund
Dora Elizabeth Thompson Memorial Fund
Raymond Thompson Memorial Scholarship Fund
Thompson-Bolt Scholarship Fund in memory of Lester and
Isabel Thompson and Lee and Llewellyn Bolt
Triana Energy Fund
Nicholas and Mary Agnes Trivillian Memorial Scholarship Fund
United Way Foundation Fund - General Sub Fund
United Way Foundation Fund Drew and Maggie Butcher Sub Fund
Sam R. Uppala Fund
Doris Chandler Waddill Memorial Fund
Waggy Family Charities Fund
Gene T. and Bonnie K. Waggy Gift Fund
J & J Waggy Charities Fund
Andrew T. and Jane S. Walter Fund
Kenneth and Mildred Ward Scholarship Fund
H. B. III and Cecilia H. Wehrle Fund
West Teays Elementary School Fund
Sam Wilan Fund
The Women Working Fund
West Virginia Breast and Cervical Cancer
Diagnosis and Treatment Fund
West Virginia Golf Association Scholarship Fund
West Virginia Governor’s Honors School for
Math and Science Fund
West Virginia Health Right Capital Fund
West Virginia Health Right Permanent Endowment Fund
West Virginia International Film Festival, Inc.
West Virginia National Guard Fund
Yeardley Family Fund
Walter R. and Zenith W. Young Fund
H.J. Youse Archaeological Fund
George H. Youse Cancer Research Fund
Caldwell Youse Presbyterian Fund
General Funds (2)
TOTALS
Total Market Value of the Funds
Grants to
Date 2009
$13,541.59
$3,595.67
$14,706.44
$9,156.74
$12,878.58
$8,932.32
$28,004.26
$28,062.23
$149,671.47
$2,229.44
$85,139.06
$10,636.23
$11,015.89
$10,216.69
$90,235.78
$54,425.23
$26,577.05
$351,953.51
$39,653.30
—
—
$2,766.00
$2,867.00
$2,802.00
—
$1,662.00
$1,850.00
$50,057.00
—
$2,850.00
$300.00
$1,169.00
$1,717.00
$475,739.00
$5,100.00
—
$123,811.00
$4,250.00
$30,334.22
$6,761.93
$600,565.09
$3,468.16
$4,650.00
$3,962,600.00
$439,271.00
—
$410.21
$38,781.74
$22,995.59
$39,203.70
$57,659.97
$72,900.50
$16,658.92
$113,901.58
$79,462.11
$2,335.12
$150.24
$11,328.07
$24,741.66
$7,666.00
$3,833.00
$1,000.00
$6,000.00
$14,500.00
$4,485.00
$21,000.00
$366,211.00
—
—
—
$139,895.26
$37,421.97
$1,052,957.00
$22,613.00
$85,762.17
$293,094.80
$837,746.48
$132.94
$10,111.97
$43,062.51
$13,727.24
$18,571.55
$20,010.52
$18,204.07
$268,330.74
$411,839.00
$5,728.00
$30,088.00
—
$2,966.00
$17,203.00
$3,571.00
$6,198.00
$7,160.00
$5,179.00
$452,421.26
$22,579,032.87
$12,583,869.03
$123,023,612.57
$79,349,252.44
39
Market Value as
of 12/31/2009
Grants to
Date 2009
Administrative Account
Benedum Affiliate Matching Fund
Distributions Reserve Account
Distributions Reserve R-D Sub
Scholarship Reserve Account
TGKVF-Operating Reserve
Contributions and Interest Receivable
$726,512.53
$26,452.90
$437,473.37
$500,780.02
$8,871.94
$895,615.11
$1,387,796.19
—
$213,779.74
—
$2,168.00
—
—
—
Total Market Value of Foundation Assets
$3,983,502.06
$215,947.74
$127,007,114.63
$79,565,200.18
Grand Totals
Sitting (L to R): Kimberly Thomas Foster
(Chair), Henry Harmon, Ron Potesta
(Vice Chair), Nelle Chilton
Middle row standing (L to R): Susan
Basile, Mary Anne Michael, Judith H.
McJunkin (Secretary), Dr. Jamal H. Khan,
Troy Stallard
Back row standing (L to R): Dr. Hazo
Carter, Arthur M. Standish, Philip Tissue,
Melvin Jones
40
Board/
Committees
Board/Committees
Board of Trustees
Sitting (L to R): Kimberly Thomas Foster
(Chair), Henry Harmon, Ron Potesta
(Vice Chair), Nelle Chilton
Middle row standing (L to R): Susan
Basile, Mary Anne Michael, Judith H.
McJunkin (Secretary), Dr. Jamal H. Khan,
Troy Stallard
Back row standing (L to R): Dr. Hazo
Carter, Arthur M. Standish, Philip Tissue,
Melvin Jones
42
44
Board of Trustees
Kimberly Thomas Foster
Board of Trustees, Chair; Finance and Audit Committee, Member;
Scholarship Committee, Member
Kim Foster is a plan manager for the Allegheny Group
Retirement Plan and part-time accountant with Woomer,
Nistendirk & Associates. She has served in many volunteer civic
roles, past Board member of the Charleston Tennis Club and
G.W. Boosters Club. Currently she serves on the Finance
Committee for the YWCA.
Ronald R. Potesta
Board of Trustees, Vice Chair; Distributions Committee, Chair;
Program Committee, Member
Ronald R. Potesta is president of Potesta & Associates and is a
former Director of the West Virginia Department of Natural
Resources. He currently serves as a Commissioner of the Ohio
River Valley Water Sanitation Commission, President of the
National Institute of Chemical Studies, and is a member and
past Chairman of the West Virginia Chapter of The Nature
Conservancy.
Susan L. Basile
Scholarship Committee, Chair; Distributions Committee, Member;
Susan L. Basile is a Law Clerk with the West Virginia Workers’
Compensation Board of Review and was formerly an associate
with Steptoe and Johnson, PPLC, with an emphasis in toxic tort
litigation. She is currently a member of the Intellectual
Infrastructure Task Force of Vision Shared. Ms. Basile has also
served on the United Way Distributions Committee.
Dr. Hazo W. Carter, Jr.
Development Committee, Member
Dr. Carter is the ninth President of West Virginia State
University. He is a member of the board of directors of the
Charleston Area Alliance; United Way of Central West Virginia;
West Virginia Roundtable, Chemical Alliance Zone, NICS;
Advantage Valley; West Virginia Intercollegiate Athletic
Conference. He is a member of the Advisory Committee of
United Bank-Dunbar. Dr Carter is also the chair of the Martin
Luther King Junior West Virginia Holiday Commission.
Nelle Chilton
Development Committee, Member; Program Committee, Chair
Nelle Chilton is the President of Dickinson Fuel Company. She
is a trustee BB&T Foundation for West Virginia, Charleston Area
Medical Center, Kanawha County Public Library, Library
Foundation of Kanawha County, and the Herscher Foundation.
She is Past President of the West Virginia Land and Mineral
Owners Council.
43
Henry Harmon
Development Committee, Chair; Investment Committee, Member;
Henry Harmon was previous Chair of the Board of Trustees for
the Foundation. He is President and Chief Executive Officer of
Triana Energy, LLC. Mr. Harmon also serves as the Managing
Member of the private equity firm, Pinzon Investments, LLC.
He serves on the Board of Trustees of the University of
Charleston, the Nature Conservancy and the Schoenbaum
Family Enrichment Center.
Melvin Jones
Distributions Committee, Member; Finance and Audit Committee, Member
Melvin Jones is currently an Assistant Professor in Accounting at
West Virginia State University and the former Vice President and
Chief Financial Officer of beBetter Business Networks, Inc. He
currently serves as Chairman of the Board of Trustees for the Clay
Center and Treasurer of the Board of Directors of Kanawha
Institute for Social Research and Action. He has also served as
First Vice Chairman and Treasurer of the Avampato Discovery
Museum and Chairman of the Board of “Keep a Child in School”.
Dr. Jamal H. Khan
Distributions Committee, Member
Dr. Jamal H. Khan is a retired cardiac surgeon and has been a
Charleston resident since 1971. He has served on the boards of
the Charleston Area Medical Center, University of Charleston,
and Carelink Health Plans.
Judith Hamrick McJunkin
Investment and Funds Management Committee, Member;
Judy McJunkin is one of the founding members of Kanawha
Hospice Care where she served as Board President, Treasurer, a
member of the Long Range Planning Committee, and CoChairperson of the Capital Campaign for Hubbard Hospice
House as well as Hubbard Hospice House addition. She was a
former Hospice Foundation Board member. She has served as a
member of the West Virginia Arts Commission, a board member
of University of Charleston Builders, Pro-Kids, and the
CAMC Auxiliary.
Mary Anne Michael
Program Committee, Member; Scholarship Committee, Member
Mary Anne Michael was a previous Chair of the Board of
Trustees of the Foundation. She serves visiting committees for
West Virginia University’s School of Law and the President’s
House. She is a past member of the Charleston Municipal
Beautification Commission, the Board of Trustees and the
Executive Committee for Sunrise Museum and the Avampato
Discovery Museum. Ms. Michael has been active in many other
civic organizations.
44
Troy Stallard
Investment Committee, Chair
Troy Stallard is the Chairman of Standard Laboratories, Inc. He
is on the company boards of Appalachian States Analytical,
Precision Sampling, Inc., SAI International, ENSI, and
Marshfield Food Safety. He is active in various community
organizations including the Charleston Land Trust, Municipal
Beautification Commission, Riverfront South Project,
Edgewood Summit, and the Charleston Rotary Club.
Arthur M. Standish
Finance and Audit Committee, Chair; Investment Committee, Member
Art Standish is a member of Steptoe & Johnson, PPLC, with primary
emphasis in the areas of bankruptcy, real estate, commercial
transactions and commercial litigation. Mr. Standish is a member of
the Putnam County Chamber of Commerce, board member of the
Charleston Optimist Club and the Friends of the Kanawha Trestle
Trail, Inc.
Phillip J. Tissue
Distribution Committee, Member
Mr. Tissue is a practicing attorney of 35 years located in Oak Hill,
WV. He currently serves as President of the Fayette County Library
Board of Directors and Trustee of the Presbytery of West Virginia. Mr.
Tissue is past President of the Fayette County Board of Education
and the Fayetteville Rotary club among many other community
activities.
Rebecca C. Ceperley
President and CEO
Becky Ceperley serves as the Chair of Vision Shared, Inc. and is a member of the
Governing Board of Imagine West Virginia. Locally, she serves on the Executive
Committee of the Association of Community Grantmakers and is a member of the
Community Development Committee of the Charleston Area Alliance. She is a past
president of the League of Women Voters of the United States, a former member of
the Section of Legal Education and Admissions to the American Bar Association, and
a former member of the Public Policy Committee of the Council on Foundations.
In 1996, the Ladies Home Journal named her one of the most powerful women in the
nation in politics in the category of issues advocates. In 2006, the West Virginia
Executive magazine named her as one of the 50 most powerful people in West
Virginia.
45
Foundation Staff
Sitting (L to R): Cherrie Sizemore, Sheri Ryder, Becky Ceperley, Patty Majic
Standing (L to R): Beverly Davis, Susan Hoover, Christine Spaulding, Shirley Triplett
Becky Ceperley
Beverly Davis
Shirley Triplett
President and CEO
[email protected]
Development Director
[email protected]
Financial Assistant
[email protected]
Patty Majic
Christine Spaulding
Cherrie Sizemore
Chief Financial Officer
[email protected]
Accountant
[email protected]
Administrative Assistant
[email protected]
Sheri Ryder
Susan Hoover
Senior Program Officer
[email protected]
Scholarship Program Officer
[email protected]
Committees
Advisory Committee
David Rollins
Barbara Rose
Virginia H. Rugeley
Mark H. Schaul
Richard C. Sinclair
Louis S. Southworth, II
L. Newton Thomas, Jr.
T. Randolph Cox
Olivia R. Singleton
Paul E. Arbogast
G. Thomas Battle
Frederick H. Belden, Jr.
Charles L. Capito, Jr.
Elsie P. Carter
William D. Chambers
Elizabeth E. Chilton
Stephen R. Crislip
William M. Davis
Deborah A. Faber
Rebecca B. Goldman
Charles R. McElwee
Thomas N. McJunkin
Harry S. Moore
Rick Morgan
Sandra M. Murphy
Development Committee
Henry Harmon, Chair
John Auge
Dr. Hazo Carter
Nelle Chilton
Tom Kittredge
Lisa McCracken
Sandra M. Murphy
46
Distributions Committee
Investment and Fund
Management Committee
Ron Potesta, Chair
Susan Basile
Kathy Becker
Gretchen Callas
Kathy Foster
Georgette George
John Gianola
Melvin Jones
Dr. Jamal Khan
Rev. J. F. Lacaria
Sean Mayberry
James Meadows
Janeen Pierson
Ashley Summitt
Philip Tissue
Gayle Vest
Karen Woody
Troy F. Stallard, Chair
Will Carter
Ray Evans
Henry Harmon
Kenneth Kleeman
Harry S. Moore
Judith McJunkin
Steve Rubin
Arthur M. Standish
L. Newton Thomas, Jr.
Program Committee
Nelle Chilton, Chair
Susan Basile
Henry Harmon
Judith McJunkin
Mary Anne Michael
Ron Potesta
Executive Committee
Kim Foster, Chair
Ron Potesta, Vice Chair
Susan Basile
Henry Harmon
Troy Stallard
Scholarship Committee
Susan Basile, Chair
Jack Harrison
Mary Ann Michael
Finance and Audit Committee
Arthur M. Standish, Chair
Kim Foster
Melvin Jones
Scholarship Advisory Committees
Robert D. Ashworth
Memorial Fund
Boggs Scholarship Fund
Philip Dobbins
David Wayne
Charles Gillespie, Chair
Terry L. Bollinger
David E. Mitchell
The Fannin Scholarship Fund
Connie Bradley
Patricia Christy
Cindy Ennis
Norma Jeffrey
W.P. Black Scholarship Fund
Sam King, Chair
Melinda Crislip
Monika Hussell
Jennifer Piercy-Igo
William E. Mullett
Gayle Vest
Susan Watkins
Helen Moore Goode
Memorial Scholarship Fund
Mary M. Stewart, Chair
Dana Snyder
Robert W. Walker
47
Scholarship Advisory Committees
Donald S. Groves, MD
Memorial Award
Westmoreland Coal Company
Fund for Medical
Joe Dooley
Kim Foster
Marion S. Jones
Dr. Edward E. Hale Fund
Independent Committees
Mr. Willie Rose
Erin Anderson
Susan Basile
Elizabeth Beury
Dana Burns
Ann Cavalier
Fred Cavalier
John Copenhaver, III
Rick Eskins
Sam Fox
Jessica Graney
Jim Harless
Kristen Harrison
Debbie Hood
Melvin Jones
Jim Lane
Joseph Leonoro
Mary Anne Michael
Roger O’Dell
Mary Payne
Sandra Pope
Karen Price
Barbara Rose
Lyle Sattes
Sue Sergi
Amy Smithson
David Sneed
Linda Sneed
Charlotte Stallard
Janice Standish
Erica Stucky
Robert Stulz
Ken Tackett
Bruce Tallamy
Elizabeth Taylor
Tom Williams
Barbara Yeager
Gordon C. and Mildred R.
Jackson Scholarship Fund
Phyllis Arthur
Pam Casto
Douglas Sturgeon
Lisa A. Westfall
Beatrice Stephenson Lorentz
College Scholarship Fund
Greg Geney
David Wayne
Cindy Willis
The Mearns Scholarship Fund
Bill Mearns
Patricia Metheney
Kandy Rapp
Leopold K. and Elizabeth F.
Marmet Scholarship
Jack Harrison, Chair
Jeff Joseck
Perry McDaniel
Riverside Math and Science
Fund
Don Dobbins
Melvin Jones
Paula Potter
Asa Andrew Stemple
Scholarship Fund
Teresa Goodnight
Karen Kirby
Anita Parsons
48
Investment
Portfolio
Investment Portfolio
Investment Portfolio Allocation Schedule
Portfolio Segment
Total Equity
Target Allocation
58.0%
% Range
48.0%-68.0%
Index Benchmark
Russell 3000
U.S. Core Equity
25.5%
20.5%-30.5%
S&P 500 Index
U.S. Mid/Small Growth Equity
5.0%
2.5%-7.5
Russell Mid Cap Growth
U.S. Mid/Small Value Equity
5.0%
2.5%-7.5%
Russell 2500 Value
International Core Equity
22.5%
15.0%-30.0%
MSCI AC World x US
Alternatives
15.0%
10.0%-20.0%
HFRI FOF
Conservative/HFRI FOF
Strategic
Total Fixed Income
10.0%
10.0%-20.0%
Fixed Income Composite
Real Assets
10.0%
5.0%-15.0%
Real Assets Composite
Cash Equivalents
2.0%
1.0%-3.0%
CG 30 Day T-Bill
The names of the trustee banks, investment managers, investment advisory company, fees charged, and
committee members responsible for investment and oversight are available upon request.
50
1600 Huntington Square • 900 Lee Street, East • Charleston, WV 25301
304.346.3620 • fax 304.346.3640 • toll free 800.467.5909
www.tgkvf.org
Confirmed in Compliance with National Standards for U.S. Community Foundations

2009 - The Greater Kanawha Valley Foundation

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