Community Inspired. Community Invested.

Transcription

Community Inspired. Community Invested.
“Transitions have allowed the
Foundation to thrive and grow
over its 50 year history
… and together we become
stronger and better adapted to
serve our community
and residents’’
– Becky Ceperley,
TGKVF President and CEO
Chair & President’s Message
1
Grants to Investments
2
African American Philanthropy in Action
4
Affiliates
6
Professional Advisors
8
Grants
9
Contributors - Individuals
15
Contributors - Corporations/Organizations
18
Contributors - Honorariums
17
Contributors - Memoriams
17
Why Donors Give
18
How to Create a Fund
20
New Funds
21
Philanthropic Profiles
22
Funds Administered by the Foundation
23
Funds Held in TGKVF, Inc.
26
Board of Trustees
31
Foundation Staff
34
Committees
34
Scholarship Advisory Committee
35
Investment Portfolio
36
Highlights
37
mission
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.
- New Mission, Vision and Goal Statements
were adopted June, 18, 2014.
Chairman &
President’s Message
“It’s not so much that we’re afraid of
change or so in love with the old ways,
but it’s that place in between that we
fear … It’s like being between trapezes.
It’s Linus when his blanket is in the
dryer. There’s nothing to hold on to.”
– Marilyn Ferguson,
American Futurist
A “Foundation in Transition” is an excellent description of The Greater
Kanawha Valley Foundation during 2013. The Board of Trustees, Staff,
and Community Stakeholders have been working throughout the year
with Thomas Watson, Rural Support Partners, on an extensive strategic
planning process. Building on the 2012 adoption of the seven forms
of wealth framework for community investment, the Foundation has
undertaken an analysis of its vision, mission, and goals. The results of
the planning process were adopted in mid 2014 with implementation
completed by the beginning of 2015.
This past year has been one of reflection and long range thinking. Like
most transitions, the Foundation has had to let go and mark the ending
of certain old perspectives. In doing so, it has always been respectful
of the past, always keeping in mind that the new innovations are built
on the past and the past has provided the potential for the Foundation
to create a dynamic future. Without the leadership that created and has
sustained the Foundation, the current renewal would not be possible.
Organizational arrangements and strategies designed to deal with old
realities must be redesigned to cope with new challenges.
Transitions begin with an ending. The second phase is the neutral
zone. The neutral zone is the time in-between the old and the new.
The third phase is a new beginning. Much of 2013 was spent in the
neutral zone. This phase is the gap between the old and the new when
innovation is most possible and when the organization can most easily
be revitalized. It is the very core of the transition process.
The Greater Kanawha Valley Foundation is not seeking change for its
own sake. We know that various events will occur over which we have
no control, and change will happen. The question is, “Will it be the kind
of change that will preserve our deepest values, enhance our ability to
serve the community, and ensure the Foundation’s future?”
An organization that isn’t continuously examining alternatives is not
likely to evolve creatively. The Board of Trustees and Staff of The
Greater Kanawha Valley Foundation are determined to be “shapers of
what might be” rather than “servants of what is.”
“One doesn’t discover new lands
without consenting to lose sight of
the shore for a very long time.”
– Andre Gide, French Novelist
1
As most of you know, The Greater Kanawha Valley Foundation is in
the midst of a Strategic Planning Process. That process will mark a
transition from the philosophy of “making grants” to “investing” in the
community. This new philosophy embraces the concept of gaining a
return on that investment. That return is focused on creating new wealth
— wealth that stays in our community and improves the quality of life
for all its residents.
Like individuals, organizations, if they are successful, go through
numerous transitions. The Foundation has completed many transitions
successfully in the past. These transitions have allowed the Foundation
to thrive and grow over its 50-year history.
Also like individuals in transition, organizational relationships are
affected by the transition. As children mature and leave home, families
are faced with a change in relationships. When individuals retire, not
only are their lives impacted, but so are the lives of those around them.
In all cases, the relationships will need to be renegotiated and a new
chapter of life begins. So it will be with The Greater Kanawha Valley
Foundation. The Foundation will need to renegotiate its relationship with
its stakeholders and the community.
The Greater Kanawha Valley Foundation is excited about this time of
transition. We are excited about working with all of you — our donors,
grantees, volunteers and community members — to make our time
of transition a time of renewal and transformation. With your help and
guidance, we will come out of it stronger and better adapted to serve
our community and its residents than we were when we went in!
Sincerely,
Becky Ceperley
2
Nelle Chilton
Introduction: How did
we get here?
Over the past year, The Greater Kanawha Valley Foundation has taken
substantial steps to refocus its community investment strategy to
deepen its impact in the greater Kanawha Valley area. The process
began when TGKVF adopted a collective vision to make grants that
use the Wealth Creation approach to build multiple forms of wealth; it
trained grantees to improve projects and measure success; it revised
the grant application evaluation tool; and it developed a grantmaking
framework to guide its investment strategy. The diagram below
situates each step TGKVF took throughout the strategic planning
process.
This report presents the activities and outcomes from the TGKVF
Strategic Thinking Retreat in August 2013. The core objectives
were to narrow the Foundation’s goals through a common analysis
of the challenges to overcome and make preliminary vision,
mission, and values statements.
3
“Who are you?”
said the caterpillar …
“I – I hardly know, Sir,
just at the present,”
Alice replied rather shyly,
“at least I know who I was
when I got up this morning,
but I think I must have
changed several times
since then.”
– Lewis Carroll,
Alice’s Adventures in Wonderland
About the AAPA
A giving circle is formed
when a group of people
come together to pool their
money, decide where to give
that money and learn about
needs in their community.
In addition to pooling
money, members contribute
their time and talents to
significantly contribute to
the causes they care about.
Created in August of 2013, the AAPA is a giving circle that is comprised of
individuals and businesses committed to addressing the societal ills facing the
African American community in West Virginia. It will serve as an important venue to:
• Help increase the awareness and significance of giving circles, and
• Provide a vehicle for making charitable contributions via a collaborative effort,
hereby making a greater impact in the Black community.
The AAPA will provide grants for organizations serving African American children, youth and families in West Virginia.
4
OUR VISION & FUTURE
We aim to:
• Educate members about the
benefits of collective
philanthropy
• Increase awareness of local needs in West Virginia
Some common elements of giving
circles are:
The amounts of money contributed are generally
the same from each member and are given at
least annually;
Advantages of forming a giving circle:
Pooled dollars can have a far greater impact than
smaller individual gifts;
The money is pooled;
Creating partnerships with a small number of
nonprofits allows a deeper level of involvement to
better gauge the return on investment;
The money is used to help address specific
community or institutional needs.
Participating in a giving circle is an excellent
way to learn in-depth about issues of importance.
•
Make investments in organizations that are directly
impacting African American
children, youth and families
•
Create a legacy of giving
among African Americans as
an effective vehicle for social
impact and change
For information or to make a gift to AAPA, please contact: AAPA, Melvin Jones, President, [email protected], 304.610.1358
5
AFFILIATES
The Greater Kanawha Valley
Foundation Connection
The AAPA has established a donoradvised fund with The Greater
Kanawha Valley Foundation.
Affiliate
Boone County
Community Foundation, Inc.
330 State Street, Shaffer Law Building
P.O. Box 695, Madison WV 25130
Phone: 304-369-0511
Email: [email protected]
Fax: 304-369-5431
www.boonecountyfoundation.org
Board of Directors
David Quisenberry, President
Jerry Bias, Vice-President
Randy Foxx, Treasurer
Mary Ann Browning
Connie Hendricks
Paul Hill
Gary Sumpter
Staff
Connie Phillips,
Managing Director
Funds
Big Coal River Scholarship
Boone County Community Foundation
Boone County Senior Citizens Fund
Carrie Anne Scott Memorial Scholarship
The Cooperative Land & Mineral Owners
Fund
Dora Jo Byrnside Scholarship
The Ellis/McClure Family Fund
The Goldie Stephens Memorial Fund
Madison Rotary Scholarship
The Regina S. McCormick Memorial
Scholarship
The Stephens Fund
The Stephens Golden Rule
Tamplin Scholarship
Thomas T. and Mary Frances Ellis Fund
The Shaffer Family Fund
Discretionary Grants
Awarded
Boone County 4-H Leaders Association
Boone County Ambulance Authority
Boone Memorial Hospital
Coal River Group
Jeffrey Spencer Elementary Preschool
Madison Baptist Food Pantry
REV UP Madison
Sherman High School
Sherman Junior High School
Upper Big Branch Mining Memorial Group
West Virginia Health Right, Inc.
Scholarships
Awarded
Tahnee Thompson: Madison Rotary
Scholarship
Kasandra Johnson: The Regina S.
McCormick Memorial Scholarship
Matthew Dolan: Dora Jo Byrnside
Scholarship
In-Kind Contributors
The Greater Kanawha Valley Foundation
Shaffer & Shaffer
Organizations
John Burdette and Associates
Little Coal Land Company
Madison Middle School Student Council
Madison Rotary Club
Racine Seniors in memory of Mary Tamplin
Racine United Methodist Church in memory
of Mary Tamplin
Southern Land Company and Dickinson
Properties Limited Partnership
Whitesville Rotary Club
WV Coal Festival Museum in memory of
Arthur Yeager
WV Community Outreach Services in
memory of Mary Tamplin
Donor Advised Grants
Awarded
REV UP Madison
Madison Baptist Preschool
Geographic affiliate funds – grantmaking funds that Community Foundations Help Affiliates to ...
serve a specific geographic area — most often a town
ü Build the capacity for regional problem-solving
ü Link rural and urban leaders, breaking down
or county outside a primary metropolitan center — that
political and economic divisions
are held by community foundations.
ü Strengthen their endowments
ü Enhance their profile
ü Improve the scale, scope and impact for
ü
6
grantmaking
Build social capital, community support and
trust
Individuals:
Marilyn Adams
Brittany Adkins
Donna Adkins-Woods
Shana M. Alderman
Jacqueline Aleshire
Kathy Aliff
Cynthia Allred
Cary R. Anderson
Ed and Merrily Bailey in memory
of Regina S. McCormick
Taylor Bailey in memory of Regina
S. McCormick
Allen H. Ball
in memory of Mary Tamplin
Terry J. Ball
Nada Baldwin
Judith Ballard
Judith Ballard
in memory of Mary Katrina Roy
Judith Ballard
in memory of Jim Harless
Bonnie Barker
Brianne Barker
Christie R. Barker
Roy Barnette
William and Linda Beagle in
memory of Mary Tamplin
Janet Belcher
Lisa Belcher
Suzanne Bell
Christopher Bias
Jerry and Gaye Bias
Ken and Diane Bolyard in memory
Elizabeth H. Bowles
Rae M. Boyd
Zach Boyd
Nancy Bradbury
Melissa Breeden
Anna Brewer
Amy M. Brown
Michael Brown
Mary Ann and Jim Browning
Mary Ann and Jim Browning
Paula Bryant
Charles and Penny Byrnside
Emma Byrnside
Lois Byrnside
Nicholas Cabell
Pam Campbell
Hollie Castle
Joanna Chambers
Robin B. Chafin
Sally Chandler
Wilma Manns Clark
Jerriann Cochran
Betty Colby
Cathy Collins
Colleen Cook
Deloris Cook
Deloris Cook
in memory of Dennie Cook
and Timothy Lee Cook
Adam Coon
Vicki Cottrell
Ressie Cowley
Debbie Crawford
Amanda Crawford-Turner
Myla Davis
Annette Dingess
Wanda Dolin
in memory of Mary K. Roy
Sherry A. Dotson
Christopher Duncan
Fred and Doris Duty
in memory of EL Burton
Bryan Elkins
Ruth Ann Elkins
Shann Elkins
Eva L. Ellis
Steve Flores
Jeff Foster
Randall and Judy Foxx
C. Edward and Marilyn Gaunch
Thomas and Susan Gilpin
Gena Godby
Kimberly Graham
Debbie Gray
Regina Green
Staci Kinder Greene
Jon A. Griffith
Beverly Hager
Terra Hager
Amy M. Hale
Ashley L. Hale
Ann Hall
Allen E. Halley
Jerry Halstead
Ira and Judy Handley
Benny H. Hannah
Kay M. Hardesty
Debra A. Harless
Debra L. Harless
Mary Harless
Regina Harless
Caroline Hatfield
Amber D. He
James W. Henderson
Connie Hendricks
Eddie Hendricks
Christina M. Herrell
Elisabeth Hill
Jason R. Hill
John and Mandy Hill
Paul Hill
Rachel Hill
Sherry Hoppe
Cynthia S. Horsman
Michele Howard
Bill and Patricia Hunley
Shelia H. Hunter-Stover
Beverly Jankiewicz
Lee Javins
in memory of Carol Javins
Doris T. Jarrell in memory of
Clarence D. and Mary Tamplin
Kelly Jean Jarrell
Susan Jarrell
David Johnson
Dawn Johnson
Robert Johnston
Cheryl D. Judy
Sharon Judy
Terri M. Justice
Stephen and Perri
Kawash in memory of
Regina S. McCormick
Christina D. Keith
Mark A. Kennedy
Kimberly M. Kessinger
Larry B. Kirk
Michael Kitchen
Buffy C. Kuhn
Cindy D. Kuhn
Stephanie LaFauci
Kimberly Lay
Suzanne Tamplin Lee
Rick H. Lehman
Jenny Light
Rosa Lodato
Angela B. Loggins
Sandra MacCallum
Kendalyn B. Mann
April L. Martin
Sandra McClure
Shari Meadows
Judy Michael
Robert Miller
Dr. Scott E. Miller
Eugene E. Mills
Donald Minney
Kimberly Mitchell
Katherine Mohn-Lowe
Susan Mollohan
Amber Mooney
Sharon and William Mullins
in memory of Goldie Stephens
Dianna Nelson
Jeffrey Nelson
Monique Nunley
Cynthia Pauley
A.J. and Dawna Parker
Jerry Pcholinsky
Bob and Jewell Peal
in memory of Dora Jo Byrnside
Amy N. Pritt
Lori Puckett
David Quisenberry
Frances L. Ramella
Regina N. Ramey
Janet L. Ramsayer
Dianna C. Reed
John David Reed
Dian A. Reeves
Terry and Ashley Rine in memory
Heather Ritter
Karen G. Rollo
Mike Ross in memory of
Regina S. McCormick
Carrena Rouse
Sandra J. Ruoff
Freeda Russell
Christa F. Ryan in memory of
Christopher Todd Ryan
Dennis A. Sayer
MaryLea Toney Seacrist
Harry G. Shaffer III
Caspia Sheppard
Tina Slone
Dr. and Mrs. Mark and
Joyce Stephens
Ron D. Stollings, M.D.
Constance Stone
Nancy and Paul Stover
Gary Sumpter
Maureen Supcoe in memory of
Regina S. McCormick
Nancy Sutphin
John M. Swann
Ellajo B. Thompson
MaryAnn Thompson
Tiffany Thompson
Anita Toler
in memory of Vaughn Toler
Sandra Totten
Brenda H. Viars
Emily Vollmer in memory of
Regina S. McCormick
Chasity Wall
Amanda Wallen
Charles Warner
Carolyn M. Weigner
Angel Welch
John and Lynn White
Betty A. Williams
Kermit and Sandra Winkelblech
Denise Workman
Sue Ann Zickefoose
in memory of Dora Jo Byrnside
7
Some of our best friends are
PROFESSIONAL
ADVISORS
and for good reason …
They know smart ways to give charitably! At least half of 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
8
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
grantmaking 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.
1
We are a local organization with
deep roots in the community.
2
Our professional staff has broad
expertise regarding community
issues and needs.
3
We provide highly-personalized
service tailored to each individual’s
charitable and financial interests.
4
Our funds help people invest in
the causes they care about most.
5
We accept a wide variety of
assets and can facilitate even the
most complex forms of giving.
6
We partner with professional
advisors to create highly effective
approaches to charitable giving.
7
We offer maximum tax advantage
for most gift dollars by pooling
them with other gifts.
8
We multiply the impact of gift
dollars by pooling them with other
gifts and grants.
9
We build funds that benefit the
community forever and help
create personal legacies.
10
We are a community leader,
convening agencies and
coordinating resources to create
positive change.
Discretionary
Donor
Advised
ACLU
$450 African American Philanthropy in Action (TGKVF Fund)
$3,000 Alderson Broaddus College
Aloha Foundation
$350 Alzheimer’s Association
$7,500 $3,000 American Association of Teachers of German
$1,000 American Cancer Society
$1,000 American Friends of Herzog August Bibliothek (Wolfenbuttel)
$100 American Heart Association
$25,246 American Red Cross
$25,000 $30,000 American Friends of Warburg Institute
$150 Amnesty Internatinal USA
$350 Appalachia Funders Network
$2,000 Appalachian Children’s Chorus
$3,600 $2,000 Appalachian Community Partners
$15,000 Appalachian Mountain Advocates
$451,000 Area IV Agency on Aging & Community Action Programs, Inc.
(Senior Olympics - imo Kenneth Tatlock)
$100 Arts and Education Council of St. Louis
$300 Arts Council of Kanawha Valley
$30,000 Arts in Action
$25,000 Baptist Temple
$2,500 Beckley Appalachian Regional Hospital Foundation
$14,396 Believe in WV
$5,000 Beni Kedem Temple
Bethany College
Big Brothers & Big Sisters
$5,000 Big Chimney Baptist Church
Black Diamond Girl Scouts
$392 Blessed Sacrament Church
B’Nai Jacob Synagogue
$10,072 The Bob Burdette Center, Inc.
$18,000 $9,525 Boone County 4-H Leaders’ Association
$8,171 Boone County Community and Economic Development Corp.
$25,000 Boone County Health Department $2,986 Boone Madison Public Library
$12,500 Bridgemont Community and Technical College Foundation, Inc.
$15,975 Buckskin Council Boy Scouts of America
$19,071 Cabell Wayne Association Of The Blind, Inc.
$12,000 CADCO Foundation, Inc. $15,000 $1,824 Calvary Baptist Church CAMC - Memorial Division
CAMC - Women’s & Children’s Division
CAMC Foundation
$1,305 $357,732 CAMC Health Education and Research Institute
$20,000 Camp Kno-Koma
Carnegie Hall
Cathedral of St. Ignatius Loyola
$1,000 Central Child Care of WV Inc.
$350 Charleston Area Alliance
$1,000 Charleston Ballet
$5,000 $3,500 Charleston Catholic High School
$3,318 Charleston Chamber Music Society $858 Charleston Civic Chorus
$2,000 Charleston Community and Family Development Corporation
$25,000 Charleston Community Music Society
$275 Donor
Designated
$15,086
$1,040
GRANTS
Grants - Audited
$7,438
$2,436
$14,868
$14,760
$35,316
$74
$329
$4,876
$12,507
$1,647
$43,397
$7,434
$7,434
$4,939
$2,005
$109
$15,961
9
Grants - Audited
Discretionary
Donor
Advised
Charleston Daily Mail Neediest Cases
$2,000 Charleston East End Main Street, Inc.
$15,000 Charleston Gazette Charities
$750 Charleston Kanawha Humane Associaton
$1,656 Charleston Light Opera Guild
$25,000 Charleston Lions Club
$2,000 Charleston Lodge #202, B.P.O.E.
Childhood Language Disorders Center, Inc.
$10,000 $11,188 Children’s Home Society of WV
$5,250 Children’s Therapy Clinic
$30,000 $3,776 Christ Church United Methodist
Christian Associates (Cridlin Food Pantry)
$1,500 Christian Faith Academy
$5,000 Cincinnati Christian University
$10,000 Circus Arts Foundation of Missouri (Circus Flora)
$150 City National Bank (KVCOP convergence )
City of Charleston
$60,000 City of Nitro
Clay County 21st Century Community Learning Centers
$10,000 Clay County 4-H Leader’s Association
$3,575 Clay County Board of Education
$3,000 Clay County Middle School
$2,000 Clay Center for the Arts and Sciences of West Virginia
$30,100 $27,648 Clendenin Elementary
$18,000 CN Newspapers In Education Company
$2,000 Coal Heritage Highway Authority $33,000 Coal River Group
$18,000 $2,000 Coalition Against Domestic Violence
$14,396 Coda Mountain Academy of Music
$11,940 College Summit - West Virginia
$60,000 $588 Columbus Affiliate of Susan G. Komen for the Cure
$2,500 Communities in Schools
$40,000 Community Access, Inc. $14,300 Community Foundation for Greater New Haven
$100 Cornerstone Family Interventions, Inc. $3,000 Covenant House
$17,426 Craik-Patton House
$500 Davis Child Shelter
$1,242 Davis Creek Watershed
$400 Davis-Stuart Inc.
Davis-Stuart School
Daymark, Inc
$16,054 Drug and Alcohol Presentations Inc.
$4,000 East End Family Resource Center, Inc.
$7,600 $2,000 Education Alliance
$40,000 $32,992 Elewana Project
$700 Equine Land Conservation Resource
$250 Family Counseling Connection
Feed The Children, Inc. (American Children only)
Fellowship of Christian Athletes
Festiv-ALL, Charleston, West Virginia, Inc.
$50,000 First Baptist Church of Clendenin
First Church of the Nazarene
First Presbyterian Church of Charleston
$20,000 Folger Shakespear Library
$250 Forest Park Forever
$500 10
Donor
Designated
$100
$1,189
$25,000
$88,362
$68
$71,471
$1,409
$851
$109
$1,031
$5,321
$637
$2,126
$7,309
$104
Grants - Audited
Discretionary
Donor
Advised
Foundation for Thomas Memorial & St. Francis Hospitals, Inc.
$12,500 Friends of KWMU, Inc.
$500 Friends of WV Public Broadcasting
$10,000 Fund for the Arts
$6,544 The Gabriel Project Of West Virginia, Inc.
$20,000 $1,000 General Assembly of the Christian Church Disciples of Christ, Inc.
Gift card grant
$100 Girl Scouts of Black Diamond Council
$500 Goodwill Industries, Inc.
Greater Greenbrier Valley Community Foundation
$15,000 Greenbrier Valley Theatre
$100,000 Habitat for Humanity of Kanawha and Putnam County
$46,922 $1,000 Harvard University Houghton Library
$100 High Rocks Educational Corporation
$1,000 Highland Hospital
$5,000 Hitchcock Woods Foundation
$500 Hollowell Foundation, Inc.
$25,000 Hospice Care of Lewisburg
$1,000,000 Huntington Area Food Bank, Inc.
$6,500 Huntington Museum of Art
$2,760 Huntington WV Lodge #3131 BPO Elks (Christmas Charity Fund)
$260 Hurricane High School (In God We Trust Essay)
$2,900 Indiana University Main Library (for Germanic Studies)
$200 JDRF West Virginia Branch
$3,200 Jefferson Memorial Hospital
Jeffery Spencer Elementary (Pre-K)
$2,868 Jewish Family & Children’s Service of Sarasota-Manatee, Inc.
$500 Junior Achievement of WV, Inc.
$1,360 Junior League
Kanawha Charleston Humane Association
$3,250 Kanawha County Dental Health Council Inc
$1,000 Kanawha County Library
Kanawha County Parks & Recreation Commission
$10,000 Kanawha County Schools (Career Technical Schools)
Kanawha Hospice Care
$55,275 Kanawha Institute for Social Research & Action
$52,664 Kanawha Pastoral Counseling Center
$1,400 Kanawha Players, Inc.
$13,000 $150 Kanawha RC&D
Kanawha United Presbyterian Church
Kanawha Valley Collective
Kanawha Valley Dental Health Foundation, Inc.
Kanawha Valley Senior Services
Keep A Child In School
Kids Chance
Kids Count
Legal Aid of West Virginia
$1,000 Lewisburg Foundation
$100,000 Library Foundation of Kanawha Co., Inc. $30,700 Lincoln County Parks & Recreation
Lions Sight Conservation Foundation, Inc. of WV
$2,000 Literacy WV
Living AIDS Memorial Garden
Logan County Charitable and Educational Fund
$5,000 Madison Baptist
$3,000 Madison Baptist Preschool
$2,739 Donor
Designated
$7,681
$74
$1,634
$950
$44,603
$2,186
$14,271
$364
$1,330
$7,193
$4,511
$3,071
$3,493
$28,327
$430
$1,060
$434
$1,325
$26,530
$4,674
$552
$2,925
$720
$959
11
Grants - Audited
Discretionary
Donor
Advised
Manna Meal
$30,000 $11,550 March of Dimes
$1,500 Marshall University
$12,682 Meals on Wheels, Inc.
Medical Eye Bank of WV
$550 Mid-Atlantic Tech., Research & Innocation Ctr (MATRIC)
$2,000 Missouri Botanical Garden Board of Trustees
$150 Modern Language Association of America (MLA)
$100 Mount Hope Baptist Temple
Mount Lebanon Baptist Church
Mountain Heart Foundation
Mountain Mission $2,500 National Multiple Sclerosis Society, WV Division
National Arthritis Foundation
National Humanities Center
$150 Natural Capital Investment Fund
$10,000 Nature Conservancy of West Virginia
$5,500 New York Public Library
$100 Newberry Library (gift to Renaissance Center)
$100 Nitro Elementary
Nitro High School
Nitro Public Library
Nitro Womens Club
Old Charles Town Library
Old Charles Town Museum
Old Stone Presbyterin Church
$100,477 Opera Theatre of St. Louis (Friends of Festival)
$150 Optimist Club of West Virginia
Oxford House, Inc. $15,000 Penny Pitch, Inc.
$10,000 Piedmont Elementary School
Place of Hope, Inc.
$2,500 Planned Parenthood of the St. Louis Region $400 Poca High School (In God We Trust Essay)
$1,330 Princeton Unviersity Library
$100 Prison Performing Arts
$100 Pro Kids, Inc.
$22,720 Putman County Parks & Recreation Commission
RCCR - Religious Coalition for Community Renewal, Inc.
$2,100 Rea of Hope Fellowship Home, Inc.
$275 Read Aloud West Virginia of Kanawha County
$3,500 $300 Read Aloud, Clay County WV
$4,657 Residential Advisory Council c/o Clinton C. Board of Mental Retardation
$500 REV Up Madison
$770 River City Youth Ballet Ensemble
$10,000 $5,000 River Valley Child Development Services
$10,000 Rivers to Ridges Heritage Trail, Inc. $5,000 Roanoke College
Rock Branch Elementary
Sacred Heart Co-Cathedral
$57,750 Salem International
Salvation Army
$7,800 Salvation Army (Logan Rotary Club)
$5,000 Salvation Army Boys and Girls Club
$25,664 Schoenbaum Family Enrichment Center
$51,900 Scott High Band Boosters
$2,500 12
Donor
Designated
$33,431
$600
$2,360
$14,760
$2,228
$1,288
$723
$424
$34
$456
$68
$68
$29,735
$14,868
$600
$2,204
$10,519
$1,618
$1,927
$34
$8,741
$29,645
Grants - Audited
Discretionary
Donor
Advised
Shepherd’s Center of Charleston WV
$300 Sherman High School
$2,365 Shriners Hospitals for Children
Sissonville High School (Project Graduation)
$616 Southern Appalachian Labor School
$10,000 Southwestern Community Action Council, Inc.
$36,003 Springfield Baptist Church
St. Agnes Alumni Fund
$500 St. Agnes Church (Common Grounds)
$2,000 St. Albans High Band Boosters (trip to Disney World)
$3,000 St. Albans Library (local high school scholarships)
St. Charles Borromeo Parish
$1,000 St. George Orthodox Church
$280 St. John’s Episcopal Church & Manna Meal
$4,000 St. Jude’s Children’s Hospital
St. Louis Area Foodbank
$600 St. Louis Art Museum
$100 St. Louis Hillel Foundation
$100 St. Louis Regional Public Media Inc. (Nine Network)
$200 St. Louis Symphony Society
$100 St. Marks Episcopal Church
St. Mark’s School (Southborough, MA)
$1,000 St. Matthews Episcopal Church
St. Timothy Lutheran Church
$6,490 Step by Step
$1,500 SWVCTC
$1,000 Tamarack Foundation, Inc.
$1,000 TEAM for West Virginia Children, Inc.
$25,000 TGKVF
$2,913 The American Trust for the British Library
$100 The Appalachian Reading Center, Inc.
$16,500 The Arthritis Foundation - West Virginia Branch
$12,000 The Center for Rural Health Development, Inc. $20,000 The Community Foundation
$1,000 The Family Refuge Center
$25,000 Thomas Memorial Hospital
Town of Clendenin
Tri-County YMCA
$6,758 Trillium Performing Arts Collective
$20,000 Trustee of the University Of Pennsylvania
(Annenberg Rare Book & Manuscript Library)
$100 Tuffs University
$500 Union Avenue Opera Theatre
$150 Union Mission Ministries, Inc.
$30,000 $4,180 Union PSCE
United Disciples of Christ Church
United States Olympic Committee
$75,000 United Way of Central WV
$46,807 University of Charleston
$131 $220,003 University of Tennessee
University Of Illinois Foundation (UIUC Library-for Rarebook & Manuscript Library) $100 Upper Big Branch Mining Memorial Group
$20,000 $3,000 Virginia Tech College
$300 Walking Miracles
$2,000 Walter Reed National Medical Center
Washington & Lee University (scholarships)
Donor
Designated
$16,757
$14,760
$5,000
$1,058
$6,834
$425
$8,080
$2,470
$10,000
$7,695
$4,732
$2,135
$10,519
$22,885
$104
$74
$16,266
$328,150
$14,760
$2,000
$29,735
13
Grants - Audited
Discretionary
Donor
Advised
Washington University in St. Louis
$4,000 Watch Hill Chapel Society
$500 Webb School Board of Trustees
West Lafayette Public Library Foundation (imo Jeanette Tatlock)
$100 West Virginia Regional Jail & Correctional Facility Authority
West Virginia Free, Inc.
$1,000 West Virginia Golf Foundation
$5,000 The West Virginia Land Trust
$10,000 $4,500 West Virginia Music Hall of Fame, Inc.
$8,000 West Virginia Rivers Coalition
$1,500 West Virginia State Reading Council
West Virginia State University
West Virginia Symphony Orchestra
$40,000 $10,124 West Virginia University Foundation, Inc.
$73,647 $75,000 West Virginia University School of Pharmacy
West Virginia Women Work!
$18,000 West Virginia Youth Symphony
$3,500 West Virginians for Affordable Health Care
$15,000 Wikimedia Foundation, Inc.
$100 Winfield High School (In God We Trust Essay)
$2,300 WomanSong
$4,000 Women’s Health Care of WV, Inc.
$10,635 Women’s Ministry of the First Church of the Nazarene
WV Alliance for Sustainable Families
$26,000 $235 WV American Civil Liberties Union
$14,396 WV Archeological Society
WV Center for Civic Life
$20,000 WV Grantmakers Association
$8,500 West Virginia Health Right, Inc.
$52,424 WV Humanties Council
$200 WV Independent Colleges & University
$14,033 WV Learning Disablilities Assoc. Inc
WV Wesleyan
$500 WVU For the Mountaineer Athletic Department
$2,000 WVU Institute of Technology
WVU Sculpture Museum
$21,779 WVU-Loyalty Permanent Endowment Fund
Yale University Library (Beinecke Library)
$100 YMCA
$5,600 YWCA
$12,255 14
Total Grants Awarded in 2013
$1,385,992 $3,550,627 Donor
Designated
$14,760
$1,500
$823
$1,556
$175,526
$2,642
$2,880
$500
$849
$64,576
$600
$424,182
$15,040
$3,493
$8,024
$1,933,760
and Scholarships
Distribution by Year
$7,000,000
$6,500,000
$6,000,000
$5,000,000
0
$2,500,000
0
$5,966,002
$2,000,000
$1,500,000
0
$1,000,000
0
$610,514
0
2009
2010
2009
2009
$3,346,853
2010
$8,083,177
2011
$4,062,366
20102012
2011 $5,966,002
2012 2013
Grants
$6,838,821
Scholarships
2009
$3,346,853
2009
$604,638
2010
$8,083,177
2010
$556,833
2011
$4,062,366
2011
$610,514
2012
$5,966,002
2012
$473,100
2013
$6,838,821
2013
$445,700
2011
2012 2013
Scholarships
2009
$604,638
2010
$556,833
2011
$610,514
2012
$473,100
Grant
2009
$3,3
2010
$8,0
2011
$4,0
2012
$5,9
2013
$6,8
Schol
Grants
2013
$473,100
0
0
$610,514
0
$556,833
0
445,700
0
$473,100
0
$3,346,853
$5,966,002
$604,638
0
$6,838,821
0
$4,062,366
$500,000
$4,062,366
$3,000,000
$610,514
$3,500,000
$556,833
0
$4,000,000
$445,700
0
$4,500,000
$3,346,853
$6,838,821
$604,638
0
$473,100
$8,083,177
0
$5,966,002
$5,500,000
$445,700
$7,500,000
0
0
$8,083,177
$8,000,000
$6,838,821
$8,500,000
2009
$604
2010
$556
2011
$610
2012
$473
2013
$445
10 Step Grant
Application Process
Visit our website at www.tgkvf.org and review
grant information
1
Call the Foundation and speak with a Program Officer
about your project/program (strongly encouraged)
2
Submit a concept paper that summarizes the project
online at www.tgkvf.org (accepted throughout the year)
3
Concept papers are reviewed by the appropriate
committee
4
If invited, submit a full application online at
www.tgkvf.org
5
Applications are reviewed by the appropriate committee
6
Final action is taken by TGKVF Board of Trustees
7
Applicant is notified of Board’s action
8
Grant is awarded or declined
9
If grant is awarded, submit a final report upon
completion of the project
10
6 Step Scholarship
Application Process
Visit our website at www.tgkvf.org to review
scholarship information
1
Submit application online at www.tgkvf.org
2
Application is reviewed by the appropriate committee
Final action is taken by TGKVF Board of Trustees
3
4
Applicant is notified of Board’s action
5
Scholarship is awarded
6
Contributors – Individuals
Steve Adler
Shana Alderman
Cary R. Anderson
Ellen R. Archibald
B
Marion H. Baer
Edward Bailey
Kenneth R. Bailey, Ph.D.
Taylor S. Bailey
Allen H. Ball
Terry J. Ball
Judith Ballard
Melba Ballard
Michele Baranaskas William F. Barker
John A. Barnes
Mary JeanBarnes Charles William Bartley
Judy Kay Barton
Michael John Basile Susan L. Basile
Linda R. Beagle
Frederick H. Belden, Jr.
De Ann Bell
Paula M. Bland
Carter V. Blundon
Ken R. Bolyard
Mary A. Bowlby
Martha F. Bowles
Dan Brounstein
Mary A. Browning
Evan Buck
Martha K. Burke
Adam Burkey
Barry Mark Burns Dana L. Burns
L. Gene Burns
Michael L. Burton
Charles M. Byrnside Emma Byrnside
Lois L. Byrnside
C
C. Howard Capito
Shelley Moore Capito Jonathon Carlson
Marshall Carper
Kelly L. Castleberry III John Frederick Cavalier
Andrew R. Ceperley
Axson R. Ceperley
David M. Ceperley Florian F. Ceperley
Rebecca C. Ceperley
Carl Chadband
William D. Chambers
David H. Cheney
David H. Cheney
Elizabeth Early Chilton
Nelle Ratrie Chilton
David H. Cleland
Betty T. Colby
Darla J. Collins
Delores W.Cook
John T. Copenhaver III
Ressie Cowley
Ruth Ann Craigo
Steve and Melinda Crislip
D
Anthony J. Dalbo
Bonnie S. Dangerfield
John P. David
William Maxwell Davis
Ann B. Day
Miles Day Timothy Deer
Michael DeMane
David P. DiElsi
Sudhir Diwan
Wanda Dolin
Mary P. Fant Donnan Kitty Dooley
Robert E. Douglas William T. Dunlap
David Dupont
Doris B. Duty
E
Michelle R. Easton
Nelson R. Eldred
Bryan A. Elkins
Ruth Ann Elkins
Donna E. Enberg
Helen Epps
Thomas Henry Gilpin
Mary S. Glass
Rebecca Beattie Goldman
James Goodwin
Rebecca H. Goodwin
Lynn Basman Gottlob
Milford E. Gottlob
H
Betty Agsten Hamilton
Judith B. Handley
Benny H. Hannah
Kay M. Hardesty
Robert M. Hardy, Jr. Cynthia Jennings Harrington
Elisabeth W. Hartman Betty U. Hasty
Dorothy A. Hatfield
Harry M. Hatfield
Connie Hendricks
Deborah D. Herndon
George S. Herscher
John M. Hill II
Florette B. Hoffheimer
Bruce Hogan
Tim Holbrook
J.MarshallHolcomb Thomas S.Holcomb, Jr.
Melvin Hoover
George N. Howard
Gabrielle Hubbard
Patricia Hunley
Monika J. Husselll
I
Russell L. Isaacs
J
Annette R.Ferrell
Paul R. Sheridan and
Kathleen M. FitzGerald
Holmes Flint
Michelle Mickie Foster
Sam Fox II
J E Frazier, Jr.
J. Joseph Fuller
Beverly R. Jankiewicz Sue S. Jarecki
Doris T. Jarrell
L.Lee Javins II
Frank D. Jennings William Johnson III Robert A. Johnston
Charles E. Jones
Frances B. Jones
Heather Heiskell Jones
Melvin Jones
Sharon Judy
G
K
Elizabeth H. Gardner Heidi Garlichs
C.Edward Gaunch Carol Gee
Karen Gianos
Timothy J. Gibson
Leonardo Karumar
Lois Silverstein Kaufman
Tod J. Kaufman
Stephen E.Kawash Jeanette H. Keeney
Becky King
F
David A. King
John A. Kowalczyk Patricia S. Kusimo
L
J.Thomas Lane
Robert W. Lawson III Suzanne Tamplin Lee
Richard H. Lehman
Jenny Tamplin Light
Charles W.Loeb, Jr.
Joseph F. Loewenstein
Elizabeth B. Pellegrin Long
Cecilia F. Lyons
M
Doris Maez
Patricia Majic
Lura C. Malcolm
Jay L. Margolis, Jr. Barbara Cox Mason Sean Mayberry
Sandra McCormick James McJunkin
Britt and Judy McJunkin
Mary Lou McJunkin Allen McLaurin
William E. Mearns Richard H. Merrill
Judy R. Michael
Scott E. Miller, M.D. Pamela Montgomery Harry Stockton Moore
Frederick H. Morgan John M. Muehlman William E. Mullett, Ph.D.
Nancy E. Murray
Marsha R. Musser
N
Sarah Rotgin Nau
David Nichol
O
Robert O. Orders, Jr.
P
AJ Parker
Cynthia Pauley
Lewis D. Payne, Jr.
Robert E. Peal
Wallace E. Peters, Jr. Estate of James F. B. Peyton
Leslie J. Pierson
Jeanne M. Poppink Ronald R. Potesta
Vera M. Pritchett
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.
15
CONTRIBUTORS
A
Q
Norman K. Quick
John David Quisenberry
R
Jane Anne Randolph
Charles B. Ranson
Matt Ranson
Dianna C. Reed
William C. Revercomb
Terry L. Rine
David H. Rollins
Charles Rotgin, Jr.
Carmine V. Rotunda
Steve M. Rubin
Sandra J. Ruoff
Sheri Ryder
S
June Temple Sale
David L. Sayre
JoAnn Scholl
Patricia J. Schumann
Bridget E. Shaffer
Harry Gustavus Shaffer III
Judy Shalhoup
David B. Shapiro
William Leigh Shepherd
Marion Loeb Shoenig Susan C. Shumate
Richard Sibley
Jane P. Silverstein
H. HerchielSims, Jr.
K.Richard C. Sinclair
Robert and Olivia Singleton
Mr. and Mrs. John D.
Smallridge, Jr.
Sally Smith
Stuart Lewis Smith
Wanda J. Smith
Linda Ann Sneed
Mildred Snyder
Peter Staats
Mark K. Stephens
Paul E. Stephens
Doug Stewart
Ron D. Stollings, M.D.
Constance H. Stone
Nancy Louise Stover
Maureen Fahey Supcoe
R. Brawley Tracy
James F. Triplett
Robert P. Trout
Hubert A. Tucker
V
Sue Van Meers
Emily C. Vollmer
Richard Scott Vorhees
W
James R. Waggy
Joan W. Waggy
Kenneth A. Ward
Charles J. Warner
Jane Warner
H.B. Wehrle III
Lynn P. White
Paul White
Carolyn M. Wiegner Kenneth D. Williamson
Sandra E. Winkelblech
Jack L. Workman
Z
Sue Zickefoose
T
John L. Thomas
L. Newton Thomas, Jr.
William M. Tiano
Thomas R. Tinder
Anita S. Toler
Sandra Totten
16
Contributors – Corporations/Organizations
Ann C. and Robert O. Orders, Jr.
Family Foundation Inc.
Anonymous
Appalachian Regional
Commission
Armbrecht Fund
Athens Foundation
Bank of America Foundation
BB&T - CRA/Community
Development
Blue Grass Community
Foundation
BMS Natural Resources Inc
Boone County Schools Employees
Cabell Huntington Hospital
Ceperley-Cook-Hopper Fund
Charleston Ballet, Inc.
Charleston Job Corps Center
Cherokee Preservation
Foundation Inc
Claude Worthington Benedum
Foundation
Community Foundation for the
Ohio Valley, Inc.
Community Foundation of Hazard
& Perry County
Community Foundation of
Western North Carolina, Inc.
Dickinson Properties Limited
Partnership
Dingess-Rum Properties, Inc.
Dr. O.M. and Ruth A. Harper
Family Foundation, Inc.
Esmark Incorporated
Foundation For A Healthy
Kentucky, Inc.
Friend Of The Parks
George W. Moses Trust
Great Kanawha Resource
Conservation & Development
Area, Inc.
GW Football Boosters Assoc.
H. B. Wehrle Foundation
HealthPath Foundation of Ohio
Heifer International
Herscher Foundation, Inc.
Howard P. and Mary Needles
McJunkin Foundation
JDR Sales, Inc.
Jenne M Waggy Trust
John Burdette & Associates
Kanawha County Secondary Vocal
Music Association
Kanawha Valley Mining Institute
Kanawha Valley Seniors
Services, Inc.
Kate Reynolds Charitable Trust
Kenny’s Machine Service
Kids Chance of West Virginia, Inc.
Leonard’s Electrical Suppliers,
Inc.
Little Coal Land Company
Living A.I.D.S. Memorial Garden,
Inc.
Lynda Bpwen Fund
Madison Middle School
Marietta Community Foundation,
Inc.
Mary Ratrie Wick Family
Foundation
Mary Reynolds Babcock
Foundation Inc.
NTV Asset Management, LLC
Ohio Children’s Foundation
One Foundation
Parkersburg Area Community
Foundation
Racine Seniors
Racine United Methodist Church
Ray, Winton & Kelley, PLLC
Richard Dick Green Memorial
Richmond Fund
Seidel, Cohen, Hof and Reid, LLC
Shrewsbury Community Church
Sisters of St. Joseph Charitable
Fund (SSJ)
Southern Land Company Limited
Partnership
St. Albans Class of 1950
The Attison McClanahan
Academic Scholarship Fund
The Chorus Inc.
Foundation
The Madison Rotary Club
The Martha Gaines and Russell
Wehrle Memorial Foundation
Tiano O’Dell PLLC
Trinity Evangelical Lutheran
Church WELCA
United Way Of Central
West Virginia
Vandalia Rotary Club District 7550
Walter Energy
West Virginia Bandmasters
Association
West Virginia Breast and Cervical
Cancer Diagnosis and Treat
West Virginia Coal Festival Inc.
West Virginia Health Right, Inc.
Wheeling Hospital, Inc.
Whitesville Rotary Club
Womans Club of Charleston
WV Community Education
Outreach Service
WV Society of CPAs/
The Charleston Chapter
WV Society Of Interventional
Pain Physcians, Inc.
Honorariums
Alexander M. Moore
Donald H. Deutsch
Heather Bowlby-Weaver
Ingeresa Pinceas
Jean D. Dupont
Lesli Berk
Lois B. Miller
Margaret M. Wallace
Martha F. Bowles
Robert W. Garner
Rodolph Johnson
Thomas B. Sheridan
Tim Deer
Dorothty B. Garner
Elisabeth E. Gooding
Katy Wells
Memoriams
Adam M. Burns
Albert H. Frey
Arnold A. Barnes
Arthur Yeager
Caldwell Davis
Carmella Miragliotta
Carole L. Booten
Carolyn Self
Cary C. Owen
Charles K. Connor
Charles Saunders
Charles W. Entsminger
Clarence D. Tamplin
Connie S. Winters
Curly Gordon
Darrell R. Keenan
David L. Lake
Debra S. McCallister
Dolis and Harrison Spurlock
Dora Jo Byrnside
Dora P. Betts
E L. Burton
Elaine M. Humpheries
Emma P. Carson
Eva Laury
Faye C. Durbin
Flora A. Robertson
Frances M. Barnes
Frederick A. Bloomberg
Gary Dubin
Gary Lane
Geraldine Gee
H. H. Sims
Harriet Morgan
Howard Wilson
Hubert H. Murray
Imogene Clark
Jack F. Shamblin
James R. Mason
James R. Meeks
James R. Thomas
James S. Meadows
Jerry P. Thompson
Jim Harless
John C. Steven
John P. Harris
John W. Eldridge
Judith G. Lewis
Larry A. Jones
Lindsey Strader
Loughrey F. Wegley
Louise Barr
Lucille S. Pianfetti
Lyda M. Eldridge
Mabel Nelson
Margery G. Burford
Mary E. Tamplin
Mary F. Chambers
Mary K. Roy
Mary M. Jennings
Michael P. Pleska
Nellie E. Brogan
Olin Malcomb
Ouida C. Davis
Owen L. Osenton
Patrick K. Ragland
Paulina E. Diller
Philip J. Silverstein
Philip M. Rubin
R. B. Tracy
Regina S. McCormick
Richard E. DelGrande
Robert J. Abernethy
Robert O. Orders
Rodney T. Berry
Rosalie F. Bowe
Roslyn Bloomberg
Ruth Bogart
Ruth E. Shepherd
Ruth G. Elam
Sanford A. Lewis
Sara John
Sarah W. Drennen
Shirley G. Buttrick
Shirley N. Spradling
Sonia Glassberg
T. M. Jones
T. R. Cox
Thomas N. McJunkin
Wilda C. Bragg
William H. Harrington
17
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.
Benefits of Giving to
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.
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.
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.
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.
18
Economical
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.
Personal Philanthropic Services
The Foundation has expertise in working with donors to design
philanthropic funds, and unique grantmaking programs, tailored to
donors’ particular charitable values and interests.
Types of Funds
Administrative
With a gift of $10,000 or more, you
can create a Fund with its own name and
charitable purpose(s).
In creating an administrative fund, you help ensure maximum benefit
to the community by defraying the costs of services provided by the
Foundation. Your contribution will support, in perpetuity, the work of
the Foundation and serve as a lasting tribute for a better community.
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 ensure that the resources are
used as the donor intended.
Unrestricted or Discretionary
Scholarships
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.
Many individuals and organizations find great reward in helping deserving students 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.
Designated
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
19
How to Create a
NEW
FUND
20
Define your charitable objectives and
meet with your professional advisor
1
Select the best asset for funding your gift
2
Meet with the Foundation President and CEO
3
Decide the type of fund that is best for you
4
Name the fund
5
Complete the “Fund Agreement”
6
Transfer gift assets to the Foundation
7
WELCOME to the Foundation!
8
New Funds 2013
The Boone County Community Foundation
African American Philanthropy in Action Fund
Big Coal River Scholarship Fund
A donor-advised giving circle created by multiple community
members to pool their time, talent and treasure to positively
impact families in West Virginia.
A scholarship fund created by Connie Hendricks for students at
Sherman High School.
Dingess-Rum Properties, Inc. Corporate Fund
Carrie Anne Scott Memorial Scholarship Fund
A donor-advised corporate fund established for general
charitable purposes.
A scholarship fund created by David “Scotty” Scott for students
at Scott High School attending Southern West Virginia Community
and Technical College.
Richard Green Memorial Scholarship Fund
Tamplin Scholarship Fund
A scholarship fund created by multiple donors for female soccer
players from Hurricane, Poca and Nitro High Schools.
A scholarship fund created by Jenny Tamplin Light for students
from Boone County.
NEW FUNDS
Charles H. James II & Lucia Bacote James
Scholarship Fund
A scholarship fund created by Lucia James for youth at First
Baptist Church, Charleston, WV, majoring in business, science,
technology and math.
Lois Geraldine and Charles Edward Jeffery
Designated Fund
A donor-designated fund created by the estate of Lois Geraldine
Jeffrey for Kanawha Hospice Care, Mountain Mission and the
Salvation Army.
Lois Geraldine and Charles Edward Jeffery
Scholarship Fund
A scholarship fund created by the estate of Lois Geraldine Jeffrey
for graduates of Clay County High School.
21
Philanthropy Profiles
Charles and Geraldine Jeffery Funds
Charles and Gerry Jeffrey were both very mindful of the special
needs of the community where they were brought up as youth. They
left a large donation to two local churches in Clay County and a large
donation to TGKVF for different needs, as well as scholarships for
Clay County High School students.
Charles H. James II & Lucia Bacote James Scholarship Fund
I established our TGKVF Fund because my late husband, Charles H. James
II and I were third-generation college and university graduates and have
grandchildren who are fifth-generation graduates. As an African American
parent, educator and counselor, I see educational support as a vital need
of many youth in my church.
Community giving is a carryover from my upbringing in Atlanta: “Service is
the rent you pay for living on earth.” When I give to my community, I grow
along with its enhancements; thus, my service on many boards, giving
time, talent and treasure.
– Lucia Bacote James
Tamplin Scholarship Fund
Clarence and Mary Tamplin were Boone County educators, having taught
in the three high schools. Clarence served as Superintendent for 16
years, and Mary continued to substitute for another 10 years following her
retirement. They truly loved Boone County and wanted the best education
for its students.
22
CONTRIBUTIONS
$75,000,000
$61,470,336
$55,000,000
$45,000,000
$35,000,000
$5,000,000
$0
$2,072,441
$10,000,000
$2,865,348
$15,000,000
$2,458,968
$25,000,000
2009
2010
2011
2012
$14,202,397
$65,000,000
2013
Total
ASSETS
$192,410,440
$200,000,000
$175,000,000
$75,000,000
2009
2010
$50,000,000
$25,000,000
$125,138,936
$100,000,000
$134,606,681
$125,000,000
$127,550,387
$150,000,000
$217,337,269
$225,000,000
2011
2012
2013
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
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
Market Value as of
12/31/2013
$711,436.11 $46,534.73 $342,692.75 $143,653.31 $174,066.53 $34,338.60 $1,893,776.12 $21,319.43 $31,675.94 $33,520.00 $384,087.66 $89,050.50 $9,274.95 $135,256.47 $38,838.07 $2,425,748.88 $16,467.83 $57,199.70 $116,331.02 $116,586.40 $53,492.59 $52,352.32 $54,093.33 $53,203.34 $88,687.88 $32,654.40 $10,899.96 $33,436.10 $9,826.61 $17,735.26 $25,498.09 $272,467.10 $98,131.67 $48,953.75 $1,077,082.38 $306,213.70 $54,090.51 $173,212.95 $1,007,925.22 $15,646.80 $152,410.84 $54,055.73 $93,308.47 $100,648.20 $94,334.28 $47,655.70 $353,024.79 $304,361.76 $278,643.42 $297,437.71 $455,984.21 $197,782.99 $12,876.94 $64,380.80 $315,836.85 $37,791.62 $20,362.70 $389,518.39 $5,396,365.15 $69,343.02 $9,904.73 $111,315.02 $11,853.64 $11,147,659.11 $1,814,799.22 Grants to
Date 2013
$83,499.00 $51,885.00 $351,100.00 $39,927.00 $200,522.00 $46,134.00 $1,410,211.96 $22,603.70 $21,340.00 $20,110.00 $68,956.00 $74,502.00 $8,676.00 $129,500.00 $38,433.00 $2,868,036.00 $12,217.00 $13,109.00 $88,853.00 $199,405.00 $21,508.00 $16,990.00 $20,856.00 $25,477.00 $27,276.00 $28,244.00 $4,849.00 $26,114.00 $11,543.00 $4,849.00 $33,457.00 $98,551.00 $142,676.00 $69,926.00 $640,680.02 $400,532.00 $40,006.00 $159,254.00 $1,061,865.00 $18,487.00 $84,711.98 $7,192.00 $20,742.00 $160,856.00 $34,405.00 $81,661.00 $423,842.00 $461,601.00 $31,347.00 $123,698.00 $374,200.53 $231,645.00 $1,499.00 $62,781.00 $68,000.00 $41,176.00 $16,928.00 $486,564.00 $7,666,227.00 $89,527.00 $6,954.00 $77,424.00 $20,653.00 $2,887,174.34 $2,094,513.06
FUNDS
23
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
J. W. and Gabrielle P. Hubbard (2)
Woody and Helen Hunsinger 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
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
24
Market Value as of
12/31/2012
$33,293.14 $353,149.29 $8,506,017.51 $302,229.19 $545,374.64 $2,477,210.45 $111,247.17 $16,531.99 $367,117.15 $403,832.55 $24,019.52 $224,874.94 $216,899.73 $8,746.23 $28,270.64 $35,486.11 $18,877.81 $250,747.43 $151,130.11 $3,576,191.78 $2,093,467.24 $37,896.89 $112,696.92 $592,901.55 $205,480.50 $82,234.79 $218,329.99 $144,350.77 $23,700.94 $13,153.59 $102,810.74 $40,204.87 $10,118,646.97 $14,962.68 $1,426,228.40 $1,280,528.08 $60,128.69 $460,121.50 $6,404.59 $1,338,330.40 $129,418.75 $128,819.74 $841,829.99 $249,995.95 $15,016.00 $317,948.42 $158,518.94 $751,657.95 $78,752.86 $56,061.24 $29,778.63 $27,527.29 $1,570,658.77 $398,691.53 $26,849.23 $102,341.01 $275,924.70 $231,783.64 $57,571.25 $89,127.56 $26,577.29 $1,211,570.16 $67,799.28 $1,020,554.83 $269,239.98 Grants to
Date 2012
$26,875.00 $479,377.50 $2,911,986.00 $94,365.00 $760,582.25 $581,482.00 $19,262.00 $8,150.00 $184,860.00 $199,475.00 $17,665.00 $164,590.00 $262,182.00 $24,499.00 $25,248.00 $19,306.00 $18,502.00 $347,445.00 $226,667.00 $4,015,921.60 $1,767,472.00 $24,895.00 $27,971.00 $271,652.00 $239,980.00 $85,454.00 $174,675.00 $170,989.00 $28,653.00 $4,049.00 $35,252.00 $46,244.00 $0.00 $8,631.00 $1,551,811.00 $100,240.00 $1,583,302.00 $273,500.00 $14,370.50 $457,704.00 $106,199.45 $43,544.60 $2,642,025.25 $319,291.00 $20,266.00 $312,969.00 $153,630.00 $472,981.00 $104,718.00 $15,770.00 $29,091.00 $25,055.30 $1,568,443.00 $627,634.00 $28,286.00 $28,897.00 $69,110.00 $144,585.00 $73,152.00 $158,479.00 $42,542.00 $349,421.00 $54,480.00 $1,176,558.00 $272,143.00 Funds Administered by the Foundation
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
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. Mark’s 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
Market Value as of
12/31/2013
$234,867.40 $387,112.30 $40,318.01 $27,849.73 $21,917.86 $8,515,148.71 $875,117.18 $38,797.64 $2,299,600.52 $209,468.67 $211,663.24 $664,976.23 $151,726.99 $31,614.99 $205,047.58 $138,010.98 $11,481.39 $1,225,866.19 $190,088.87 $222,957.81 $12,241.45 $29,578.29 $190,569.05 $182,414.20 $15,909.85 $50,199.31 $286,149.66 $170,385.96 $9,993.14 $289,923.15 $97,398.73 $34,564.96 $80,289.00 $96,984.76 $40,297.12 $74,312.55 $1,382,621.41 $247,775.52 $1,380,194.58 $13,068.05 $13,064.28 $611,512.34 $3,268,403.47 $19,227.24 $20,257.31 $5,141,043.93 $15,023.05 $546,677.13 $252,371.05 $111,089.99 $182,812.45 $4,159,481.66 $195,914.42 $74,981.75 $26,512.37 $283,577.69 $190,912.24 $141,357.01 $51,659.98 $87,171.80 $662,919.38 $31,042.53 $552,045.98 $61,910.22 $14,677.79 Grants to
Date 2013
$133,666.00 $477,976.00 $22,008.00 $4,936.00 $30,364.00 $749,000.00 $383,365.00 $19,735.00 $143,311.00 $39,100.00 $294,083.00 $1,884,632.00 $193,301.00 $43,155.00 $116,369.00 $44,012.00 $6,550.00 $54,257.00 $120,441.00 $140,105.00 $9,168.00 $39,119.00 $100,688.72 $178,607.00 $16,309.04 $30,880.00 $419,636.00 $15,002.15 $437,530.91 $11,000.00 $76,954.00 $14,700.00 $73,465.00 $158,768.00 $52,961.99 $49,154.00 $729,996.00 $104,019.00 $297,014.01 $22,514.00 $22,505.00 $30,962.00 $1,354,068.39 $3,669.00 $30,160.00 $1,351,992.75 $119,307.00 $35,720.00 $278,065.69 $29,492.00 $127,737.76 $7,972,729.55
$219,086.00 $30,522.00 $15,719.00 $81,627.00 $45,928.00 $92,138.00 $29,960.00 $74,858.00 $187,709.00
$32,985.00 $653,979.00 $49,516.00 $10,217.00 25
Market Value as of
12/31/2013
Charles B. and Judith W. Stacy Fund
$645,184.55 Fannie and Morris Steiger Fund
$33,333.46 Ann Bond Stephens and Thomas M. Stephens Charitable Fund
$570,620.61 A. Guy Stone Memorial Library Fund
$8,335.66 Sunrise Museums Fund
$65,957.63 Tattersall Family Fund
$31,425.05 Andrew K. Teeter Scholarship Fund
$48,770.89 Margaret Howard Teeter Fund
$19,209.22 Albert and Helen Thalheimer Fund
$165,944.46 The L. Newton and Katherine S. Thomas General Fund
$2,520,547.28 The Elizabeth H. Thomas Scholarship Fund
$35,256.91 Mary F. Thomas Memorial - General Fund
$193,058.97 Mary F. Thomas Memorial - Salvation Army Fund
$226,657.51 John H. and Antoinette B. Thomas Scholarship Fund
$84,516.49 Emmy Lou Tompkins Fund
$327,812.86 Tri-State Roofing and Sheet Metal Company Prize Fund
$34,307.95 Trustees’ Fund
$81,357.16 Elizabeth Underwood Scholarship Fund
$9,410.17 The United Way Endowment Fund
$391,895.47 The University of Charleston Centennial Trust Fund
$2,143,653.95 Paul and Opal Vaughan Fund
$44,340.31 Frank Veltri Thanksgiving Day Dinner Fund
$374,936.07 Clarice R. Vineyard Fund
$229,875.26 Stephen C. and Adeline J. Voorhees Fund
$284,526.63 Booker T. Washington Memorial Fund
$52,909.80 Henry Louis Wehrle, Jr. Memorial Fund
$14,604.15 The Westmoreland Coal Company Fund for Medical Scholarships and Other Charitable Purposes
$595,734.85 Mary Ratrie Wick Family Fund
$16,672.74 Women’s Health Center Fund
$54,139.56 The Wright Family Fund
$89,385.53 The West Virginia Nurses Memorial Fund
$48,040.53 Friends of West Virginia Public Radio Endowment Fund
$120,123.01 The West Virginia Symphony Orchestra Permanent Endowment Trust Fund (3)
$2,760,751.04 The John L. and Sallie F. McClaugherty Conductor’s Podium
$378,911.74 Endowment Sub-Fund of the WV Symphony Orchestra
WVHFMA Scholarship Fund
$14,437.95 Eleanora Gibbs Wylie Scholarship Fund for Nursing Education
$7,788.99 General Funds (4)
$801,536.48 TOTALS
$126,927,077.70 Grants to
Date 2013
$120,393.00 $26,969.00 $703,787.00 $13,556.00 $78,336.00 $14,797.00 $38,029.00 $8,993.00 $104,199.00 $2,498,039.00 $16,000.00 $238,619.00 $237,526.00 $9,500.00 $50,171.00 $18,116.00 $11,000.00 $6,099.02 $406,993.00 $2,470,415.00 $45,299.00 $187,277.30 $129,832.00 $366,788.00 $25,233.00 $16,799.00 $207,605.00 $5,741.00 $238,529.00 $50,494.00 $1,000.00 $9,434.00 $2,814,007.00 $93,647.00 $11,505.00 $5,654.00 $602,115.04
$82,753,039.36 Funds Held in TGKVF, Inc.
A Supporting Organization of The Greater Kanawha Valley Foundation
Kista M. and Philip Ammar Memorial Fund
Florette Angel Fund for Children’s Advocacy
African American Philanthropy in Action Fund (AAPA)
Armbrecht Family Land Use Planning and Conservation Fund
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 Funds (9)
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
26
Market Value as of
12/31/2013
Grants to
Date 2013
$117,516.01 $40,932.37 $14,637.00 $9,257.78 $0.00 $151,520.22 $55,627.00 $59,397.23 $4,200.00 $45,301.54 $7,850.00 $218,590.35 $32,787.00 $12,869.42 $4,615.00 $22,801.37 $4,767.00 $36,928.65 $10,624.00 $13,195.09 $0.00 $122,941.85 $18,810.00 $57,118.54 $9,650.00 $1,300,108.62 $82,645.08 $87,422.39 $25,421.00 $41,851.46 $1,325.00 $15,045.56 $2,391.00 $19,693.19 $2,600.00 $42,724.23 $3,551.00 Funds Held in TGKVF, Inc.
Drs. Charlene H. Byrd and Charles R. Byrd
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
Charleston Montessor School
Charleston Vandalia Rotary Scholarship Fund
William O. Clarkson Fund
Class of 1946 Charleston High School Scholarship Fund
Clay Center Maintenance Fund
Jahlil Clements
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
Dingess-Rum Properties, Inc. Fund
Edgar A., Jr. and Bette A. Dumont Fund
Dunlap-Ellis Scholarship 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
Pamela Fuller Memorial Scholarship Fund
Fund for the Art
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
Rebecca Hoskins Goodwin Scholarship Fund/Sub Fund to St. Albans HS Fd
Greater Kanawha RC & D Fund
Greater Kanawha RC & D Non-Endowed Fund
Richard Green Memorial Scholarship Fund
Donald S. Groves, MD Memorial Award Fund
Phlip Haddad Scholarship 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
John Hopkins Fund
Dr. George N. Howard Fund
Glenn (Fritz) Howard and Lois Wingett Howard Memorial Fund
J. W. Hubbard, Jr. and Gabrielle P. Hubbard (1) Fund
Market Value as of
12/31/2013
$54,974.90 $0.00 $679,291.50 $1,088,163.34 $23,204.50 $19,282.87 $85,866.55 $119.83 $17,944.23 $360,877.03 $88,864.95 $53,393.75 $8,320.58 $11,385.43 $12,726.30 $2,760.65 $47,885.25 $19,211.85 $28,672.66 $19,252.68 $62,351.67 $31,495.20 $257,138.78 $14,382.31 $188,942.41 $8,801.37 $560,435.55 $12,624.04 $37,312.54 $1,117,749.90 $267,258.07 $1,325,489.24 $22,660.13 $201,622.08 $15,924.61 $8,399.47 $405,547.91 $22,146.17 $29,651.17 $26,399.09 $30,958.10 $14,709.16 $11,724.55 $83,990.36 $16,909.18 $2,046.80 $66,071.77 $85,421.22 $209,938.45 $8,635.97 $54,054.37 $826,928.12 $42,897.21 $251,839.38 $40,089.44 $355,078.00 $11,011.66 $337,378.01 $5,419.32 $44,530.75 $24,035.71 $11,361.70 $11,922.44 $41,249.55 $1,102,558.61 Grants to
Date 2013
$2,000.00 $44,448.53 $233,310.00 $176,905.00 $9,184.00 $4,806.50 $6,419.00 $0.00 $4,024.00 $104,167.00 $9,000.00 $17,442.00 $2,000.00 $10,165.00 $4,999.00 $0.00 $7,860.00 $6,000.00 $14,072.00 $5,949.00 $5,000.00 $6,900.00 $158,015.00 $31,555.00 $4,000.00 $86,750.00 $48,850.00 $450.00 $4,022.00
$294,065.00 $100,000.00 $40,376.80 $500.00 $36,709.00 $7,238.00 $1,000.00 $160,750.00 $2,650.00 $6,900.00 $2,150.00 $11,944.00 $2,300.00 $7,000.00 $7,289.00 $828.00 $0.00 $19,625.00 $6,800.00 $49,533.00 $0.00 $200,800.00 $406,160.00 $7,800.00 $69,708.00
$32,124.00 $41,556.00 $1,874.00 $153,414.00 $2,741.01 $15,500.00 $2,006.00 $450.00 $6,375.00 $4,461.00 $29,182.00 27
Paris Hudnall Memorial Scholarship Fund
Mary E. (Nalbach) Huseby Memorial Scholarship Fund
The Jennings Family Fund in Memory of Mary M. Jennings
The James Scholarship Fund
Lois Geraldine and Charles Edward Jeffery Funds (2)
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
Kanawha Valley Mining Institute Scholarship Fund
Kanawha Valley Senior Services #1
Kanawha Valley Senior Services #2
Lois and Lawrence C. Kaufman, Jr. Fund
Clarence C. and Jeanette Hodges Keeney Fund IMO Elza Jo Halstead
Clarence C. and Jeanette H. Keeney Fund (Keeney #2) in memory of Byrd and Ada White
Clarence C. and Jeanette H. Keeney Fund (Keeney #3) in memory of David L. and M. Alice Hodges
Clarence C. and Jeanette H. Keeney Fund (Keeney #4) in memory of James Arthur Skeens, III
Clarence C. and Jeanette H. Keeney Fund (Keeney #5) in memory of Gaye Hodges Skeens
Clarence C. and Jeanette H. Keeney Fund (Keeney #6) in memory of Emmel V. Hodges
Clarence C. and Jeanette H. Keeney Fund (Keeney #7)
Clarence C. and Jeanette H. Keeney Fund (Keeney #8) in memory of David L. Hodges, Jr.
Clarence C. and Jeanette H. Keeney Fund (Keeney #9) 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
Dr. Charles and Margaret White Kniseley Memorial Fund
Milton S. Koslow Fund
Norman Kristic, Jr. Fund
KVCOP Community Initiative Fund
KVCOP Safety Net 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 Funds (3)
Literacy WV Scholarship and Recognition Fund
Living A.I.D.S. Memorial Garden Fund
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
Thomas McJunkin Education Elevators-WV 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
Drew Morton Memorial Scholarship 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 28
Market Value as of
12/31/2013
$29,668.11 $35,182.54 $59,262.68 $12,090.86 $1,043,642.03 $1,213,294.64 $44,092.68 $53,219.71 $30,066.39 $10,928.06 $118,859.74 $17,158.77 $10,946.29 $19,311.85 $10,583.73 $10,749.10 $10,503.57 $10,808.05 $11,327.98 $11,030.73 $157,188.02 $10,970.77 $10,972.78 $393,441.05 $1,177.66 $30,610.53 $134,326.62 $415,569.64 $662,065.19 $10,051.61 $105,189.07 $52,683.48 $13,955.54 $118,078.84 $37,143.14 $139,775.36 $160,792.35 $25,246.73 $35,836.45 $48,548.99 $122,511.22 $20,995.16 $73,300.61 $435,743.07 $2,509.12 $57,788.00 $36,107.47 $16,362.02 $93,132.74 $185,578.06 $30,720.46 $19,569.43 $30,101.41 $10,577.96 $11,215.19 $45,974.84 $14,105.65 $34,094.22 $98,089.59 $30,255.57 $13,308.94 $14,535.13 $6,799.05 $44,498.64 $163,317.66 Grants to
Date 2013
$8,550.00 $7,314.00 $16,522.00 $0.00 $0.00 $740,511.00 $10,728.00 $18,912.00 $12,000.00 $4,568.00 $0.00 $4,006.00 $3,516.00 $2,331.00 $5,758.00 $3,911.00 $3,154.00 $3,608.00
$4,999.00
$5,394.00
$16,222.00 $2,434.00
$2,435.00 $77,000.00 $0.00 $11,812.00 $105,000.00 $317,201.00 $75,193.00 $10,343.00 $0.00 $0.00 $2,394.00 $21,659.00 $8,650.00 $13,300.00 $61,216.07 $1,683.00 $3,725.00 $21,253.00 $259,755.86 $4,450.00 $3,926.00 $38,254.00 $104,400.00 $10,000.00 $84,000.00 $1,011.00 $32,504.00 $79,594.28 $7,852.00 $700.00 $938.00 $0.00 $5,064.00 $2,000.00 $1,953.00 $5,967.00 $31,578.00 $0.00 $4,085.00 $2,967.00 $3,809.02 $8,337.00 $38,227.00 Funds Held in TGKVF, Inc.
Lillian Ostrin Fund
Bertram and Nancy Payne Memorial Fund
James F.B. Peyton Fund
John A. and Lucille S. Pianfetti Fund
Katherine Poe Fund
Potesta Family 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
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
Helaine and Charlie Rotgin Family Fund
St. Albans High School Foundation Fund
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
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
Fund for Special Olympics West Virginia
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
Bill O’Dell Teen Institute Fund
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 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
Mabel W. Walker 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
Market Value as of
12/31/2013
$272,594.89 $176,114.86 $57,011,450.85 $94,898.72 $153,742.86 $43,341.03 $153,844.49 $19,842.45 $13,174.10 $12,782.31 $59,575.76 $11,234.75 $11,030.92 $9,606.73 $31,521.46 $7,927.53 $29,301.40 $40,674.73 $26,627.59 $11,518.32 $238,221.69 $15,501.28 $4,858.70 $18,090.09 $9,838.46 $14,652.19 $12,251.41 $46,292.38 $48,623.00 $13,874.83 $178,777.17 $3,098.40 $112,833.64 $12,860.27 $14,389.01 $15,183.63 $1,455.37 $127,786.16 $37,724.26 $419,879.32 $45,038.16 $38,074.36 $347.69 $682,036.75 $5,137.38 $46,525.23 $25,883.24 $25,096.58 $88,375.52 $179,990.62 $758,653.20 $18,812.22 $144,155.45 $407,840.42 $3,172.19 $305,677.02 $17,932.26 $672,554.85 $42,050.72 $117,663.50 $2,190,609.38 $994,086.15 $178.91 $13,242.68 $53,253.47 Grants to
Date 2013
$95,232.00 $63,226.00 $1,898,902.00 $26,836.00 $6,212.00 $2,396.00 $5,772.00 $4,400.00 $928.00 $4,269.00 $8,651.00 $3,657.00 $4,370.00 $273,688.00 $3,550.00 $5,450.00 $4,000.00 $8,000.00
$10,194.00 $3,937.00 $62,643.00 $1,895.00 $0.00 $5,625.00 $5,021.00 $5,121.00 $0.00 $2,608.00 $1,850.00 $0.00 $71,503.00 $0.00 $6,350.00 $1,750.00 $1,169.00 $2,606.00 $0.00 $10,600.00 $2,577.00 $173,772.00 $11,529.00 $7,650.00 $3,967,600.00 $552,271.00 $0.00 $13,202.00 $8,214.00 $57,000.00 $12,584.00 $39,500.00 $25,582.00 $7,732.00 $32,500.00 $1,499,211.00 $0.00 $10,797.00 $549.00 $1,052,957.00 $29,613.00 $411,839.00 $63,187.00 $169,463.00 $0.00 $2,966.00 $21,703.00 29
Market Value as of
12/31/2013
Grants to
Date 2013
Walter R. and Zenith W. Young Fund
$15,180.26 $6,386.00 H.J. Youse Archaeological Fund
$22,074.57 $8,888.00 George H. Youse Cancer Research Fund
$22,423.48 $11,120.00 Caldwell Youse Presbyterian Fund
$21,673.29 $7,803.00 General Funds (2)
$392,390.68 $543,414.38 TOTALS
$87,169,176.04 $16,724,296.53 Total Market Value of the Funds
$214,096,253.74 $99,477,335.89 Total Market Value of Foundation’s Other Assets
$3,241,014.86 $2,901,760.90 Grand Totals
$217,337,268.60 $102,379,096.79 30
Board of Trustees
Sitting (L to R): A. Dayton Carpenter, Melvin Jones (Vice Chair), Henry Harmon
Standing (L to R): Dr. Jamal H. Khan, Monika Hussell, Susan Basile, Sean Mayberry, Charles Loeb Jr., Nelle Chilton (Chair), Ronald Potesta, Troy Stallard GKVF ChangesNot pictured: Susan Shumate, Phillip Tissue
Nelle Chilton, Chairman
Melvin Jones, Vice Chairman
Susan Basile, Secretary
TGKVF, Inc., Board of Directors 2013
Nelle Chilton, President
Melvin Jones, Vice President
Sean Mayberry, Treasurer
Susan Basile, Secretary
Monika Hussell, Director
BOARD /
COMMITTEES
Foundation Board of Trustees Officers 2013
31
Board of Trustees 2013
Susan L. Basile
Scholarship Committee, Chair
Distributions Committee, Member
Program Committee, Member
Susan L. Basile is an Administrative
Law Judge for the West Virginia Public
Employees Grievance Board and was
formerly in practice with Steptoe and
Johnson, PPLC, with an emphasis
in toxic tort litigation. She has also
served on the United Way Distributions
Committee.
A. Dayton Carpenter
Mr. Carpenter is a Board Certified
Environmental Engineer with over 28
years experience designing water and
wastewater treatment plants. He is a
professional engineer in West Virginia,
Ohio and Kentucky. A past Board
President of the West Virginia State
University Foundation, he currently is
President (15 years) of “Rebuilding
Together Charleston” and has served as
a trustee or on the board of directors for
several other organizations.
Nelle Chilton
Finance and Audit Committee,
Member
Nelle Chilton is the President of
Dickinson Fuel Company. She is a
trustee for 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.
32
Monika J. Hussell
Melvin Jones
Sean Mayberry
Distributions Committee, Chair
Monika Hussell is a Partner in the
Intellectual Property Practice Group
of Dinsmore & Shohl, LLP, working in
the areas of patent, trademark and
technology protection, licensing and
transfers, as well as with adoptive
parents in child adoption matters.
She serves as an officer or on the
boards of Greenbrier Valley Theater,
Holz Elementary PTA, YWCA and the
Episcopal Diocese for West Virginia
(Commission on Ministry).
Chair
Melvin Jones is the interim Vice
President for Business and Finance at
West Virginia State University and was
an Assistant Professor of Accounting.
Mr. Jones was Vice President and
Chief Financial Officer of beBetter
Business Networks, Inc. Currently he
serves on the Board of Trustees for
the Clay Center for Arts and Sciences,
and as a board member or officer for
several other civic organizations.
Sean Mayberry is an Executive
Director for Lanham O’Dell &
Company, Inc., a Registered
Investment Adviser. Sean has been
involved with numerous boards and
committees in the past and currently
serves on the Board of Marshall
University’s Lewis College of Business
and is presently chairman of the Fund
Raising Committee.
Philip Tissue
Dr. Jamal H. Khan
Distribution Committee, Member
Mr. Tissue is a practicing attorney
of 39 years located in Oak Hill, WV.
Among other community activities,
he currently serves as President of
the Fayette County Library Board
of Directors and as an Elder of the
Fayetteville Presbyterian Church. Mr.
Tissue is past President of the Fayette
County Board of Education and the
Fayetteville Rotary Club. He has also
served as a Trustee of the Presbytery
of West Virginia.
Henry Harmon
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, The Equities House. He
also serves on the Board of Trustees
of the University of Charleston and the
Regional Technology Park.
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.
Ronald R. Potesta
Program Committee, Chair
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
Troy Stallard
Charles W. Loeb, Jr.
Charlie Loeb is a member of Jackson
Kelly, PLLC. He is a member of the
Board of Directors of the Clay Center
and the Charleston Area Alliance, the
Board of Trustees of Congregation
Temple Israel and the Board of
Governors of the West Virginia State
Bar. A former At-Large Charleston City
Councilman and a former Chairman
of the Charles M. Avampato Discovery
Museum, he also has served as a
member of the boards of directors of
several community organizations.
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.
Susan Shumate
Susan Shumate is a graduate of West
Virginia University; a member of the
Kanawha County Parks board, Glenwood
Foundation board, Board of directors of
the Daily Gazette Co.; a member of the
Distribution Committee of the Charleston
Gazette Charities and Vice President of
the Charleston Gazette.
33
Foundation Staff
Rebecca C. Ceperley
President and CEO
Becky Ceperley serves on the Board of
Directors of Philanthropy West Virginia,
Vision Shared and is a member of the
Visiting Committee of the West Virginia
University’s Division of Diversity, Equity
& Inclusion. She is a member of the
Steering Committee of the Appalachian
Funders Network and Chair of the
Public Policy Committee of Philanthropy
West Virginia. Locally, she serves on the
Executive Committee of the Council on
Philanthropy and is a Board Member
of the Charleston Convention & Visitors
Bureau. She is 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,
the Public Policy Committee of the
Council on Foundations and the
Executive Committee of the Leadership
Conference on Civil Rights.
In 1996, the Ladies Home Journal
named her one 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.
34
Becky Ceperley
Stephanie Hyre
President and CEO
[email protected]
Program Officer
[email protected]
Patty Majic
Faye Johnson
Chief Financial Officer
[email protected]
Financial Assistant
[email protected]
Sheri Ryder
Jane Powell
Senior Program Officer
[email protected]
Marketing Director
[email protected]
Christine Spaulding
Senior Accountant
[email protected]
Kisstaman Epps
Program Assistant
Susan Hoover
Sitting (L to R): Christine Spaulding, Kisstaman Epps, Stephanie Hyre Standing (L to R): Patty
Majic, Faye Johnson, Sheri Ryder, Susan Hoover, Jane Powell and Becky Ceperley
Scholarship
Program Officer
[email protected]
Committees
Advisory Committee
Distrubutions Committee
Paul E. Arbogast
G. Thomas Battle
Frederick H. Belden, Jr.
Charles L. Capito, Jr.
Elsie P. Carter
Elizabeth E. Chilton
Stephen R. Crislip
William M. Davis
Deborah A. Faber
Kimberly Thomas Foster
Rebecca B. Goldman
Charles R. McElwee
Judith McJunkin
Mary Anne Michael
Harry S. Moore
Rick Morgan
Sandra M. Murphy
David Rollins
Barbara Rose
Virginia H. Rugeley
Mark H. Schaul
Richard C. Sinclair
Louis S. Southworth, II
Arthur M. Standish
Olivia R. Singleton
Monika Hussell, Chair
Ted Armbrecht, III
John Barrett
Susan Basile
Kathy Becker
Gretchen Callas
Sarah Ellis
Edward J. George
Georgette George
Rev. Janet M. Harman
Mike Harmon
Melvin Jones
Dr. Jamal Khan
Charles Loeb
Todd Mount
Sean Mayberry
Frankie McCain
Lewis Payne
David Phillips
Barbara Rose
Susan Shumate
Philip J. Tissue
Bob Welty
Executive Committee
Nelle Chilton, Chair
Susan Basile
Henry Harmon
Monika Hussell
Melvin Jones, Vice Chair
Troy F. Stallard
Finance and Audit Committee
Melvin Jones, Chair
Nelle Chilton
Arthur M. Standish
Ron Potesta
Investment and Fund
Management Committee
Troy F. Stallard, Chair
Will Carter
Nelle Chilton
Ray Evans
Henry Harmon
Kenneth Kleeman
Harry S. Moore
Steve Rubin
Arthur M. Standish
Program Committee
Ron Potesta, Chair
Susan Basile
A. Dayton Carpenter
Nelle Chilton
Henry Harmon
Monika J. Hussell
Judith McJunkin
Mary Anne Michael
Sandra Murphy
Scholarship Committee
Sam King
Karen Kirby
Joe Leonoro
Bill Linville
Stephen Littlepage
Terry Mathias
Perry McDaniel
Bill Mearns
Suzanne Meyer
Leslie Morton
Bill Mullett
Roger O’Dell
Nicole Parsons
Tara Parsons
Mary Payne
Jenifer Piercy-Igo
Sandra Pope
Kandy Rapp
Barbara Rose
Leslie Morton
Mona Kessell Pickens
Lyle Sattes
Mary Ann Schacht
Amy Smithson
Linda Sneed
David Sneed
Janice Standish
Bob Stultz
Ken Tackett
Bruce Tallamy
Elizabeth Taylor
Rebecca Tinder
Mary Lou Varney
Tara Veazy
Gayle Vest
Robert Walker
Susan Watkins
Lisa Westfall
Tom Williams
Todd Wright
Barbara Yeager
INVESTMENT
PORTFOLIO
Susan Basile, Chair
Erin Anderson
Elizabeth Beury
Connie Bradley
Jennifer Brennan
Greg Bumgarner
Dana Burns
Anne Cavalier
Fred Cavalier
Andy Ceperley
Debbie Chapman
Amy Condaras
John Copenhaver
Jim Corsaro
Melinda Crislip
Don Dobbins
Phillip Dobbins
Gregory Epps
Rick Eskins
JoAnne Exline
Pam Farris
Charity Flynn
Kim Foster
Sam Fox
Greg Gillespie
Amy Glancy
Terri Goodnight
Jessica Graney
Danna Grant
Valerie Harper
Jack Harrison
Kristen Harrison
Julia Hurney
Melinda Issacs
Norma Jeffrey
Megan Johnson
Marion Jones
Jeff Joseck
Amy Kammer
Jane Kennedy
Jim Kerrigan
Ron King
35
Investment Portfolio Allocation Schedule
Portfolio Segment
Total Equity
US Core Equity
US Mid/Small Growth Equity
US Mid/Small Value Equity
International Core Equity
Target Allocation
58.0%
25.5%
5.0%
5.0%
22.5%
% Range
Index Benchmark
48.0%-68.0%
20.5%-30.5%
2.5%-7.5%
2.5%-7.5%
15%-30.0%
Russell 3000
S&P 500 Index
Russell Mid Cap Growth
Russell 2500 Value
MSCI AC World x US
Alternatives
15.0%
10.0%-20.0%
HFRI FOF
Diversified Index
S & P 500 Index
Total Fixed Income
10.0%
10.0%-20.0%
Fixed Income
Composite Index
Real Assets
10.0%
5.0%-15.0%
Real Assets
Composite Index
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.
36

Community Inspired. Community Invested.

Transcription

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