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Contents Greetings Contents Greetings......................................................3 Legacy Society..............................................4 Wurzburg Dog Park........................................4 Philanthropists of theYear..............................5 Financial Matters ..........................................6 Partners in Philanthropy.................................7 InvestmentAdvisors......................................7 Board of Directors & Officers ..........................8 TechnicalAdvisors.........................................8 2013 Spirit of the Panhandle..........................9 How to Establish a Fund...............................10 he offices of the Eastern West Virginia Community Foundation are located on the fourth GeorgeWhitehair Scholarship Fund ..............11 floor of the beautifully restored Caperton Station Office Suites at 229 E. Martin Street in Martinsburg. What was originally one of the earliest hotels situated next to a train station, DonorAdvised vs.Private Foundation ...........11 the Caperton Station Office Suites now house several nonprofit organizations that serve Agency Endowed Funds...............................12 Tthe Eastern Panhandle of West Virginia. The most recent addition to the complex is the “For Camp Frame 4-H Fund.................................13 the Kids, by George” Children’s Museum that features wonderful interactive exhibits about life DonorAdvised Funds...................................14 during the years George Washington explored and surveyed what was then wild frontier. W.Randy Smith Family Fund........................15 For more information about the early years of the Community Foundation please visit the History page of our web site by using your smart phone to scan the QR code below. You’ll Designated Funds........................................16 find that we’ve included these QR codes throughout this Annual Report in CharlestownRotaryJ.B.SmithMemorialFund...17 order to provide additional information about making a donation, Field of Interest Funds..................................19 establishing an endowed fund, applying for a grant, adding your name to our Jane P.SnyderYouth Fund ............................19 mailing list, or just learning more about us. Community Funds........................................20 We hope you will enjoy reading this publication and visiting our web site. Two Rivers Giving Circle Fund.......................20 Scholarship Funds .......................................21 Applying for a Scholarship ...........................22 2012 Scholarship Recipients........................24 2012 Grants ...............................................26 Applying for a Grant.....................................27 NIPTax Credits............................................27 Hampshire County Community Foundation.....28 Our Mission is to improve the quality of life for all people in Eastern West Virginia. The Community Foundation Hardy County Community Foundation............30 embraces the concept that people working together can make a difference. We seek a common philosophy whereby people recognize, understand, and act upon the benefits philanthropy brings to our community. We build 2012 Gifts to the Community Foundation.......32 permanent endowment. We offer maximum flexibility to our donors, meet high professional standards, promote Frada Fine Berkeley Education Fund ..............33 effective and efficient grantmaking, and strengthen charitable organizations in our community. Amy OwenTribute.......................................35 229 East Martin Street, Suite 4, Martinsburg, WV 25401 | 304-264-0353 | 888- 507-8375 toll-free fax On the Cover:TheW.Randy Smith Recreation Center in Inwood www.EWVCF.org web site | [email protected] email was built with a $2.1 million grant from the EasternWest SERVING JEFFERSON, BERKELEY, MORGAN, HAMPSHIRE AND HARDY COUNTIES. Virginia Community FoundationW.Randy Smith Family Fund. 2 — EASTERNWESTVIRGINIA COMMUNITY FOUNDATION hese are exciting times for the Eastern West Virginia Community Foundation. During the past 18 years this organization has grown and prospered under the guidance of strong leaders and generous donors. What began with an initial $100,000 scholarship fund established by George THancock now has nearly 160 component funds and more than $15 million in endowed assets. The remarkable thing is we are just beginning to hit our stride and should reach $20 million in total assets in just about three years. Since our growth depends on two factors, market returns and donor generosity, we can’t be certain exactly when we’ll hit that next milestone, but we know we will get there. In this publication, we’ve chronicled a number of wonderful things that have happened during the past year. With an organization such as ours it can sometimes be difficult to explain the impact we have in our community, so we hope that between the stories in this Report to the Community and the support materials on our web site, you’ll gain a greater understanding of what a remarkable organization this is. And, if you still have questions please give us a call or send an email and we’ll get the answers for you. In the meantime, enjoy learning about who we are and what we do. Our accomplishments are great thanks to the concerted efforts of so many in the community. Regards, Scott Roach SCOTTROACH President hree full-time staff members oversee the day-to-day operations of the Eastern West Virginia Community Foundation. Executive Director Michael Whalton, a native of Key West, Florida, earned his RBA and MBA degrees from Shepherd University and has more Tthan 30 years experience working with community foundations and other nonprofit organizations. Amy Pancake serves as Affiliate Director of the Hampshire and Hardy County Community Foundations, and coordinates all activities related to our scholarship program. Amy and her husband David live in a beautiful log home they reconstructed on a mountaintop meadow just south of Romney. Finance & Administration Manager Felicia Fuller is in charge of fund accounting, day-to-day finances, annual audit preparation, and office management. Felicia has been instrumental in our smooth transition to state-of-the- art financial systems that allow us to track earnings and distributions of each endowed fund. Felicia is the proud mom of one daughter, one son, and one greyhound. FELICIAFULLER | MICHAELWHALTON | AMYPANCAKE EASTERNWESTVIRGINIA COMMUNITY FOUNDATION — 3 Legacy Society Members embers of the Eastern West Virginia Community Foundation Legacy Society have committed to building charitable endowments for tomorrow by thinking ahead and making a planned gift today. Recording one’s charitable intentions also serves as a guidepost for Mfamily and friends, thereby establishing a simple way for loved ones to support those designated nonprofit organizations and charitable causes which are near and dear to you. Please consider joining this group by becoming a member of our Legacy Society today. Helen Jackson Bowser John and Eleanor Houyoux JamesW.Poisal Elizabeth Shade Walter and Mary Jo Ziler Brown Floyd E.Jacques Buzz and Lisa Poland LesterA.and Janet I.Smith Linda Case George Karos Beth Raps,Phd Jane P.Snyder Jerry L.Derflinger James E.Keel Frederick B.Rice William L.and Bonnie M.Stubblefield Richard S.Durham J.Philip and Doris L.Kesecker Lacy and Linda Rice Paul and LisaWelch Solomon Fine G.Scott Funkhouser Frank and Kitty Koepping Doug and Joan Roach Michael and Susan HawkensWhalton Conrad C.and MaryAnn Hammann Arthur H.Miller Scott and Linda Roach John S.Wharton Eleanor Heishman C.David and Barbara L.Miller Steven M.andTina F.Roach Helen MaeWolford Ruth Heishman M.Elizabeth Oates Jennifer Roberts GretchenWurzburg Fred and Denise Hollida Don andAmy Owen Myrtle J.Schneiderhan Robert B.Yoe LEGACY GIVING THAT MAKES A DIFFERENCE retchen Wurzburg, was born in Berkeley County during the Great Depression and graduated from Martinsburg High School in1955. Miss Wurzburg was a public accountant for over 45 years and a member of numerous civic Ggroups and professional organizations. An astute businesswoman, Miss Wurzburg was also generous of spirit and decided to leave a legacy with the Eastern West Virginia Community Foundation. When she passed away in 2008 she named her nephew, Travis A. Hill, Jr. and his wife, Scarlett James Hill to be the advisors of the Wurzburg/Hill Family Fund. Because of Miss Wurzburg’s love of dogs, Travis and Scarlett recommended spending a portion of the Wurzburg/Hill Family Fund to build the first dog park in Berkeley County. The Wurzburg Dog Park is located in Ambrose Park in downtown Martinsburg. Its beautiful gates and state-of-the-art facilities will be enjoyed by area dog-lovers for years to come. Thanks in part to another grant from the Community Foundation, a Children’s Garden is also being built in Ambrose Park. The Children’s Garden will include a caterpillar room, a lookout tower, a “mountain,” a maze, a Hobbit House, and much more. The Gateway Garden Club is one of the moving forces behind the Children’s Garden and hopes to have everything up and growing by the summer of 2014. 4 — EASTERNWESTVIRGINIA COMMUNITY FOUNDATION — Philanthropists of the Year — he Eastern West Virginia to instill confidence in young Community Foundation women by teaching them Tannually recognizes self-confidence, and the individuals and businesses in importance of academics and the Eastern Panhandle who, giving back to the community. through their generosity of Now 20 and a junior at spirit,
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