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Download the 2014-2015 Annual Report REFLECTING A COMMUNITY THAT Cares ANNUAL REPORT 2014-2015 Serving Kentucky, Ohio and West Virginia Our Mission To improve the quality of life in our community by raising, encouraging, administering and distributing gifts for charitable, cultural, educational and scientific purposes. 1 TRISTATEFOUNDATION.ORG Table of Contents Message from the President 3 Board of Trustees 4 2014 Distributions 5 Distributions from Donor-Advised Funds 6 2014 Scholarships/Awards 7 2014 Grants 9 2014 Donors 12 Foundation Funds 15 Statement of Financial Position 17 2 Message from the President THE FOUNDATION FOR THE TRI-STATE COMMUNITY REFLECTS beginning to build an endowment to support future grants. A COMMUNITY THAT CARES! The War Memorial in Kenova, West Virginia, received a grant for a much needed “face lift.” In every case, many Day after day, week after week, year after year, the people directly benefited from these projects that reflect a Foundation works to improve the quality of life in our community that cares. communities. We provide the legal structure for individuals, organizations and businesses to give back to the community Our forefathers blessed this region with a strong tradition of in a meaningful and personal way. They choose the focus giving. Throughout its history, philanthropy has played a of their charitable giving, while the Foundation provides the pivotal role in the transformation of the Tri-State. The positive method through which they can give in the most effective, impact of this generosity can be seen in every aspect of our cost-efficient and sustainable way. Tax credits in Kentucky lives. The Foundation builds on this tradition, creating an and West Virginia offer an additional incentive for giving ever-expanding pool of resources for the future. back to the community. Thank you for your continued support of the Foundation. You These charitable gifts transform our community in a multitude enable us to magnify the impact of many charitable gifts, of ways. Flowers bloom in Ashland and Huntington, and given by many donors, for many different purposes, all with beautification projects transform Greenup County, Kentucky, a common thread that reflects a community that cares. brightening the landscape and reflecting a sense of pride in the communities. Students in Lawrence County, Ohio, benefit from scholarships established by generous donors who have given back by providing educational opportunities With Gratitude, to the next generation. Pre-school children in Mingo County enjoy a new school, based on the Reggio Emelia style of teaching, which received significant funding from “WE”, Mary Witten Wiseman a fund established by a group of professional women in Huntington that raises money to improve the quality of education in southern West Virginia. The Carter County Community Fund awarded its second round of mini-grants, providing support to nine non-profits that serve the county, while the Lawrence County, Kentucky, Community Fund is just “You enable us to magnify the impact of many charitable gifts, given by many donors, for many different purposes, all with a common thread that reflects a community that cares.” 3 TRISTATEFOUNDATION.ORG Board of Trustees 2014 EXECUTIVE COMMITTEE 2015 EXECUTIVE COMMITTEE J. Patrick Jones - Chairman J. Patrick Jones - Chairman Cassie Landers Cassie Landers April Russell Perry H. Edward Neely Jodi Rowe-Collins April Russell Perry Geoffrey S. Sheils Jodi Rowe-Collins Laura Sewell Timberlake BOARD OF TRUSTEES Curtis B. Anderson BOARD OF TRUSTEES Donald R. Capper Curtis B. Anderson Nick Carter Donald R. Capper Rebecca M. Craig Rebecca M. Craig Evan H. Jenkins Keith R. Kappes Kimberly S. McCann Margaret Mary Layne H. Edward Neely Kimberly S. McCann Michael D. Robinson Alan S. Morrison James W. St. Clair Pamela H. Potter Laura Sewell Timberlake Richard Queen Geoffrey S. Sheils James W. St. Clair STAFF LEGAL COUNSEL Mary Witten Wiseman, President Jenkins Fenstermaker, PLLC Christi B. Clarke, Document Management Specialist Kathryn Davis Lamp, Vice President CERTIFIED PUBLIC ACCOUNTANTS Sandi M. Martin, Executive Assistant Kelley Galloway Smith Goolsby, PSC COMMITTEES OF THE BOARD MASTER CUSTODIAN Development Committee Wells Fargo Bank, NA Finance Committee Gift Committee INVESTMENT CONSULTANT Grant Advisory Committee Fourth Street Performance Partners, Inc. Nominating Committee Personnel Committee Scholarship Committee Technology Committee INVESTMENT COMMITTEE Paul E. Chellgren The Foundation benefits tremendously from Michael J. Emerson Alfred L. Green the knowledge, wisdom and expertise of Michael W. Hobbs its board of trustees and committees. J. Patrick Jones These community-minded individuals provide Larry R. McClung H. Edward Neely the guidance and vision that will propel Charles H. Seal the Foundation into the future. Laura Sewell Timberlake Stuart B.A. Webb Mary Witten Wiseman 4 2014 Distributions Area Education Grants Fund Jennie K. Humphrey City Mission Fund Mini-grants to teachers in Boyd and Huntington City Mission 2014 Summer Camp $175 Greenup counties, KY $10,251 Elizabeth Johnson Concert Fund Artists in Concert Fund To support classical performances at the Paramount To support classical performances at the Paramount Arts Center $500 Arts Center $1,000 Leadership Tri-State Fund Emma Edith Arundel Endowment Fund Training and activities for 2014 Leadership Lawrence County Humane Society $989 Tri-State Class and Alumni $58,565 Ashland Beautification Fund The Mansbach Foundation Endowment Fund Ashland Downtown Flowers $5,432 To support 20 local non-profit organizations $69,500 Ashland High School Class of 1960 The Maudella Taylor Fund Endowment Fund Goodwill Industries of KYOWVA Area $750 Paramount Arts Center $4,650 Morning Has Broken Fund Ashland Inc. Retirees’ Volunteer Center Fund Friends of the Children $398 In honor of Robert Lynn FTSC – Area Education Grants $1,194 Community Hospice $500 Foundation for the Tri-State Community, Inc. $796 Bank One Fund Georgia Blazer Norris Educational To support the Foundation’s West Virginia Endowment Fund operations $10,452 Ashland Community & Technical College $10,000 Cabell-Wayne Historical Society Fund Paramount Arts Center Endow Kentucky Coin Harvey House $20,000 Endowment Fund To support the Paramount’s operations $2,116 City of Huntington Fund Huntington in Bloom $23,303 Paramount Arts Center Restricted Maintenance Endowment Fund The Coat Fund To support maintenance of the original Fairview Family Youth Resource Center $232 Paramount structure $4,762 Collaborative Fund for Student Leadership Parks and Memorials Floral Fund Russell Independent Schools - Leader in Me Day $4,014 Greater Huntington Park & Recreation District $1,260 D. Sterling Diddle Endowment Fund R. Bernard Dickinson Rotary Club of Huntington Upkeep and maintenance of the Switzer-Wallace Endowment Fund Plaza, located in Ritter Park, Huntington, WV $3,030 Greater Huntington Park & Recreation District’s Rotary Park $4,800 Doctors Care of Cabell County Fund For administrative support $12,861 TEAM for West Virginia Children Endowment Fund To support TEAM for WV Children’s Foundation for the Tri-State Community Operating operations and programs $1,084 Endowment Funds 2014 Operational Support $84,439 Women’s Education Fund June Harless Center for Rural Educational Greater Huntington Park & Recreation District Research and Development for Funds “flipped classroom” project $73,730 Healing Field/Bell Tower Project $22,457 Huntington PetSafe Dog Park $13,565 Huntington Skate Park $1,024 Greenup County Green Fund Kiwanis Club of East Greenup County $500 Wurtland Middle School $500 5 TRISTATEFOUNDATION.ORG Distributions from Donor-Advised Funds: $249,969 In order to protect the anonymity of its donors, the Foundation provides a listing of organizations that received funding through its donor-advised funds and an aggregate total of those donations. In 2014, the Foundation made distributions to the following organizations: Alice Lloyd College (Huntington, WV) Ambassador Christian Academy Kentucky Educational Television American Institute for Roman Culture Lighthouse of Collier, Inc. American University Little Victories Animal Rescue Arts Resources for the Tri-State Marshall University Campus Christian Center Ashland Community Kitchen Marshall University Foundation Ashland Day Treatment Center Marshall University School of Medicine Atrium Medical Center Foundation Mingo Central High School Ben Creek Head Start Morehead First Church of the Nazarene Beverly Hills Presbyterian Church (Huntington, WV) Mount View High School Beverly Hills United Methodist Church (Huntington, WV) National Society of Colonial Dames of America – Big Brothers Big Sisters of the Tri-State Friends of Dumbarton House Boys and Girls Clubs of Huntington National Society of Colonial Dames of America – CASA of Northeast Kentucky Friends of Gunston Hall Cabell Huntington Hospital Foundation, Inc. National Society of Colonial Dames of America – Cammack Children’s Center West Virginia Chapter Carter County Public Library Ohio University Southern Campus Childhood Language Center Paramount Arts Center Coastal Kids Home Care Paramount Woman’s Association Commonwealth Fund of KET Partners in Pride Community Assistance Referral Service (CAReS) Randolph College Davis-Stuart, Inc. Regional Christian School (Williamson, WV) Douglass Boulevard Christian Church River Cities Harvest Dunlow Elementary School Safe Harbor of Northeast Kentucky Elder High School The Salvation Army (Ashland, KY) Enslow Park Presbyterian Church (Huntington,
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