THE GREATER KANAWHA VALLEY FOUNDATION ANNUAL REPORT TO THE COMMUNITY
1600 Huntington Square • 900 Lee Street, East • Charleston, WV 25301 P: 304.346.3620 • F: 304.346.3640 • Toll Free 800.467.5909
tgkvf.org
Confirmed in Compliance with National Standards for
U.S Community Foundations 2015 Forward thinking and fearlessly working together to promote the prosperity of all President & CEO’s Message 1
Strategic Plan: Education 4
Strategic Plan: Health 8
Strategic Plan: Civic Engagement & Community Building 14
Arts & Culture 20
Basic Needs 21
Affiliates 22
Grants 26
Contributors 33
Scholarships 36
Professional Advisors 38
Why Donors Give 40
Types of Funds 41
New Funds 44
Funds Administered by The Foundation 45
Funds Held in TGKVF, Inc. 49
Board of Trustees 53
Foundation Staff 57
Committees 59
Investment Portfolio Allocation Schedule 60 The year 2015 was transformative for The Greater Kanawha Valley Foundation (TGKVF). After several years of strategic planning, the Foundation piloted full implementation of its new community wealth-building approach. This approach will continue to guide the Foundation’s investments by focusing its discretionary funds on building the seven forms of community wealth that address specific root cause issues. Also in 2015, the Foundation put this new theory of change to work on Charleston’s West Side through its “Investing in Our Communities- West Side of Charleston” initiative. This place-based strategy utilizes all of the devices in TGKVF’s toolbox: grants and investments, leveraging assets, leadership and advocacy, convening stakeholders, and building community capacity.
TGKVF’s community wealth-building strategy takes a systems approach to community change by understanding the existing forms of capital already present within a community, respecting and building on existing efforts, and engaging other partners to help grow local wealth. This work requires an investment in strong collaborative efforts and thus the Foundation no longer supports single organizations working alone, but instead advances the projects and programs that build connectivity amongst various stakeholders across multiple sectors. Through our root-cause analysis, TGKVF realized that the urgency of our region’s challenges required combined efforts, shared resources, and unified priorities. To achieve real and lasting impact, we must all work together to change complex and dynamic systems; no single organization can succeed in this work on its own. In addition to this emphasis on collaboration, TGKVF’s community wealth-building approach requires more strategic participation in the proposal development process.
In 2015, the Foundation’s program officers coached 24 collaborative efforts and recommended 15 grants for funding. Those grants include: Appalachian Reading Center’s reading services coalition with Mission WV and Clay County Schools; CADCO Foundation’s Leadership Kanawha
1 Valley program; CAMC Health Education & Research Institute’s nutrition-based KEYS for Healthy Kids Coalition; Children’s Therapy Clinic’s behavioral therapy partnership with Bright Futures, Inc.; Coalfield Development Corporation’s Refresh Appalachia local foods collaboration with Unlimited Future, Inc. and Lincoln County Schools; College Summit’s post-secondary guidance Future Corps program; DuBois on Main Museum’s Youth Media and Leadership Academy; East End Family Resource Center’s work with Education Alliance and Kanawha County Schools in the AmeriCorps on the Frontline Dropout Prevention program; Lincoln County Schools’ Afterschool Program at Duvall PK-8 and West Hamlin Elementary; Human Resource Development Foundation’s healthy lifestyles collaboration with Bob Burdette Center, Girl Scouts of Black Diamond, and PRO-Kids, Inc.; Mission West Virginia’s academic and life skills support partnership with TEAM for WV Children; Southern Appalachian Labor School’s Accent Education program for at-risk youth in Fayette County; WV Health Right’s oral health collaboration with Women’s Health Center; WV Healthy Kids and Families Coalition’s civic engagement initiative; and WVU Foundation’s Extension Services’ six-county STEM Ambassador program.
In addition to supporting a multitude of projects across our region, TGKVF dedicated particular focus to a nine-block area of Charleston’s West Side. To gain a better understanding of the assets and opportunities within the neighborhood, and to provide residents with a platform to directly express their vision, TGKVF commissioned the Kanawha Institute for Social Research & Action, Inc. (KISRA) to conduct a needs assessment study of the target area. The assessment was conducted between July and December 2015 and included a review of secondary data, a door-to-door survey of 241 residents, and multiple focus group discussions.
As a part of the “Investing in Our Communities – West Side of Charleston” initiative, TGKVF supported two intersecting projects in 2015:
1) Project West Invest which incentivizes neighborhood home ownership/renovation for law enforcement
2) Second Avenue Community Center Restoration which targets renovation of a historic center in the heart of the neighborhood
2 “TGKVF realized that the urgency of our region’s challenges required combined efforts, shared resources, and unified priorities. To achieve real and lasting impact, we must all work together to change complex and dynamic systems; no single organization can succeed in this work on its own.”
The support of these projects demonstrates the Foundation’s commitment to cross-sector collaboration as each utilized resources from a variety of partners including government entities, nonprofits, businesses, residents, and other funders.
While we have come a long way, our work is far from complete. The Foundation will continue to refine our approach to suit the needs of the communities we serve. As we move forward, TGKVF will strategically measure the impact of our investments by working with grantees to ensure that their programs are effectively planned and implemented in ways that build community wealth as well as collect and evaluate the data necessary to achieve evidence-based results. We look forward to 2016 as we continue to invest in projects that are working to transform our region.
Michelle Foster, Ph.D. Melvin Jones President and CEO Chairman
3 TGKVF Strategic Plan
TGKVF’s long-term Over the next few years, we believe the Foundation can help make education goal is the biggest strides toward this long-term goal by investing our for our community funds, leadership, and influence toward accomplishing the following to be a place where medium-term objectives. To this end, TGKVF will work to: students, from early childhood to 1 Increase access to proven out-of-school time tutoring, mentoring, and/or learning programs that emphasize Science, Technology, post-secondary, Reading, Engineering, Arts, and Math (STREAM) education build the skills, knowledge, and 2 Deepen the impact and scale of programs at home, school, credentials to and/or community centers that connect families to their children’s development become productive and successful. 3 Expand the efforts of proven post-secondary guidance, career advisory, and/or vocational programs that train students for jobs in promising economic sectors
To accomplish these objectives, TGKVF seeks to invest in collaborative efforts that help grow the following forms of wealth and meet the associated indicators of success.
Individual Wealth: Skills, Health, Confidence & Income
TGKVF will measure the growth in individual wealth using the following indicators of success:
A. Improved STREAM skills and knowledge among youth B. Increase in summer learning among youth C. Increased access to educational resources for families living in marginalized communities
4 Special $158,316Special Education $347,199 Education
Field of IntereFieldst of $137,750 Interest
HeHealthalth $276,187 Basic NeedBasics Needs$388,658
Civic/Leadership $74,805 Civic/Leadership
Arts/Culture Arts/Culture $180,001
D. More youth from marginalized communities Social Wealth: Trust, Relationships, & attending and graduating from vocational Mutual Support programs and college E. Parents with more skills and capacities TGKVF will measure the growth in social wealth to participate in their child’s educational using the following indicators of success: development K. More youth attending out-of-school time F. More children prepared for kindergarten and programs demonstrating school readiness L. A rise in family participation and volunteerism in educational and/or Intellectual Wealth: Community-Wide recreational youth programs Access to Knowledge, Innovation, & Technology M. Higher rates of family involvement in the development, governance, management, TGKVF will measure the growth in intellectual and/or evaluation of youth programs and/or wealth using the following indicators of success: organizations that serve youth
G. More qualified tutors, mentors, and teachers Financial Wealth: Community Investments working in out-of-school time programs & Household Savings H. Increase in the capacity and reach of proven programs that assist families to become TGKVF will measure the growth in financial vital partners in children’s education and life wealth using the following indicators of success: success N. Increase in the number of vocational and I. Increase in the capacity and reach of proven college graduates who are employed in vocational programs that train students for promising sectors and earning enough promising sector jobs income to invest in family assets J. Increase in the capacity and reach of programs that target early childhood education
5 EDUCATION Mission West Virginia, Team for WV Children, & The Appalachian Reading Center serve foster youth
ver the past nine months, collaborations among Mission West Virginia, TEAM for WV Children and The Appalachian Reading Center have worked to support foster youth in the Kanawha Valley. While these partnerships all vary in the character of their operations, they each work to ensure that youth within the foster care system achieve their fullest potential.
Their programs, designed to mentor students in the foster care system, work directly with schools, families, and group home facilities. Mission West Virginia’s “The Bridge” works to provide K-12 foster youth with academic support and post-secondary planning. TEAM for WV Children’s “Fostering Futures,” developed by the National Court Appointed Special Advocate (CASA) Association, serves high school students in areas such as independent living planning and career exploration.
West Virginia has more than 4,000 children in foster care and more than 1 in 5 of those youth will become homeless as they “age out” of the system when they turn 18 years old. Only 58 percent of children within foster care will graduate high school, fewer than 3 percent earn a college degree, and by age 24, only half are employed. To address these issues, Mission WV’s “The Bridge” and TEAM for WV Children’s “Fostering Futures” received funding support from The Greater Kanawha Valley Foundation in October of 2015.
6 The Bridge and Fostering Futures each serve their own students Amanda Davis, Program Director of and work is individualized to meet participants’ needs. This The Bridge, shares the story of Eric: customized approach allows their collaboration to flourish “A year ago, Eric was living out of through resource-sharing and co-presenting. Enrichment state, homeless, and truant with no guidance or assistance from any opportunities that benefit both sets of students are also caring adult. Because he lacked combined, such as college campus visits and group workshops. a permanent address, Eric was To date, the programs collectively serve more than 40 students unenrolled from his school and lacking a full year of credits. He with intensive academic and life skills support. was not expected to graduate from high school, much less go to college. In December 2015, the Appalachian Reading Center built upon this collaboration by partnering with Mission WV to provide Now, thanks to a supportive school reading support services to foster youth in Clay County, WV. The atmosphere and The Bridge’s services, Eric is not only on track to targeted students have experienced a loss in learning due to graduate, he is making high grades frequent placement and school changes or they have learning in all classes, including a couple of needs that require extra attention. In rural locations, these needs college-level courses. Eric always knew that he was smart and driven, may go unmet because of the isolation and lack of resources but now he has the confidence the community experiences. The Appalachian Reading Center to challenge himself even more. He hopes to go to West Virginia tutoring initiative is aimed at training 6–7 tutors in the Clay University (WVU) and pursue an County area to deliver reading instruction to at least 14 high- engineering degree. need, reading deficient students that are in foster or kinship The Bridge was able to advocate care. The Appalachian Reading Center trains and supervises for Eric and tell his incredible story these tutors and The Bridge of Mission WV refers the students, to admissions counselors and supports the families, and also supervises the tutors. scholarship committees. With this support, his college dreams are coming true: he has been accepted These partnerships have been a source of hope for students to WVU and has earned scholarship funding that will allow him to like Eric who are within foster care in the Greater Kanawha pursue his ambitions.” Valley region. Funding from The Greater Kanawha Valley Foundation supports staffing, travel, scholarships, tutor stipends, and materials.
7 TGKVF Strategic Plan
TGKVF’s long- Over the next few years, we believe the Foundation can help make term health goal is the biggest strides toward this long-term goal by investing our funds to be a community and leadership toward accomplishing the following objectives. To this end, TGKVF will work to: that supports the healthy choice. 1 Increase the capacity of communities, organizations, and social entrepreneurs to develop healthy recreational opportunities and/ or expand access to locally grown, healthy foods.
2 Expand the amount of public greenspace, access to streams, and/or bikeable/walkable paths within our community.
3 Improve access to preventative, behavioral, and/or oral healthcare in marginalized communities.
To accomplish these objectives, TGKVF seeks to invest in collaborative efforts that help grow the following forms of wealth and meet the associated indicators of success.
Individual Wealth: Skills, Health, Confidence, & Income
TGKVF will measure the growth in individual wealth using the following indicators of success:
A. Increase in food security by providing easier access to locally grown healthy foods B. More people having access to effective healthcare that prevents or improves chronic disease C. Increase in the number of people employed in the economic sectors of health, outdoor and recreation, and/or local food systems 8 Special $158,316Special EducationEducation $347,199
Field of IntereFieldst of $137,750 Interest
Health Health $276,187 Basic NeedBasics Needs$388,658
Civic/Leadership $74,805 Civic/Leadership
Arts/Culture Arts/Culture $180,001
D. Increase in the number of programs that Built Wealth: Community Infrastructure provide education on nutrition and healthy food preparation TGKVF will measure the growth in built wealth using the following indicators of success: Intellectual Wealth: Community-Wide Access to Knowledge, Innovation & H. Growth in the miles of walkable/bikeable Technology paths or trails
TGKVF will measure the growth in intellectual I. A greater number of public access points to wealth using the following indicators of success: area streams and waterways J. Increase in the development of mini/pocket E. A rise in the number of programs that parks that are community-driven, accessible, improve access to and integration of and safe behavioral health and primary care F. Increase in the accessibility to and Natural Wealth: Resilient Natural Resources affordability of community-based programs that provide support and education on the TGKVF will measure the growth in natural wealth management of chronic disease, behavioral using the following indicators of success: health, and/or oral healthcare G. Increase in the number of health care K. Increase in the number of new or expanded providers and other relevant organizations acres of greenspace that provide information about preventative L. Increase in the number of programs and/or care as it relates to healthy recreational facilities that provide trails, greenspace, and activities, access to green space, and locally stream access while managing the sites to grown foods ensure user safety
9 10 HEALTH Refresh Appalachia
Providing Agricultural Entrepreneurship Development
efresh Appalachia is a regional economic and workforce development initiative to establish a sustainable training and development program to increase the success of beginning farmers and ranchers in southern West Virginia and Central Appalachia. A social enterprise of the Coalfield Development Corporation (Coalfield), Refresh Appalachia applies the organization’s successful 33-6-3 framework in Lincoln County to grow an intensive agriculture industry and skilled workforce poised to create and retain community wealth through local and regional food system jobs and markets. The 33-6-3 model promotes workforce development: a Refresh Appalachia participant spends 33 hours working for an income; six hours a week are devoted to core community college and business classes for an associate’s degree in entrepreneurship; and three hours per week are committed to life skills coaching (parenting, financial management, and goal-setting).
This initiative strives to supply and strengthen the local food system, increase access to healthy food, and aggregate and distribute produce to meet regional and national markets. Refresh Appalachia enhances the knowledge and skills of beginning farmers and ranchers by creating a network of training sites called Learning Farms Incubators, which then generate revenue and serve as hands-on training sites for beginning farmers, ranchers, and high school students.
11 “Refresh Appalachia- Lincoln County” is a collaborative partnership between Coalfield Development Corporation, Lincoln County High School, Unlimited Future, Inc., Step By Step, Inc. and the Lincoln County Economic Development Authority.
The project team consists of project implementers, community partners, and technical assistance providers; each member of the collaboration has its own role. Coalfield Development Corporation provides on-the-job training and mentorship; Lincoln County High School hosts the Learning Farm Incubator as well as recruits and educates students; Unlimited Future, Inc. provides training and marketing support; Step by Step, Inc. recruits and mentors program participants and identifies communities in need of fresh produce; and the Lincoln County Economic Development Authority identifies additional sites, supports sales, and conducts community outreach.
Notably, the project partnership between Coalfield and Lincoln County High School was originally conceived by a Coalfield construction crew member and recent graduate of Lincoln County High. Recognizing the vast yet underutilized agriculture resources available at the school, Coalfield crew member, Colt Brogan, suggested that Coalfield contact the school about a potential partnership.
Activities to Date who are not able to afford worked together to plan high cost tunnels. production for the year. Site development Facility upgrades • Two greenhouses are nearly • Construction of two 48’x18’ full of starts that are being high tunnels. Refresh • Refresh Appalachia and high purchased by area producers, Appalachia partnered school staff upgraded both or will be used on the farms. with Hudson Farms to build heated greenhouses to prepare low-budget high tunnels on them for year-round growing. • Refresh Appalachia has the school property. These incubated 150 egg producing are affordable growing Production chickens that will be moved to spaces that can be easily pasture in April. adopted by regional farmers • Refresh Appalachia staff and 12 high school students have According to Ben Gilmer, President of Refresh Appalachia, “From our initial discussions it was clear that real synergies existed between our programs. First, the high school agriculture program is traditionally limited by the school calendar year so students rarely have an opportunity to engage in agriculture activities that follow traditional seasons. With Coalfield’s year-round crew, students are now able to be involved in activities that follow traditional production cycles. Secondly, high school vocational programs have recently shifted to “simulated workplaces” where their classroom structure mirrors that of a business environment. The high school students are now able to work alongside Coalfield’s staff in an actual enterprise.”
Refresh Appalachia crew member, Colt Brogan, says, “It’s amazing that now I am able to work in the same school where I graduated. All through school I wished that I could help this facility reach its full potential – and now here I am.”
Funding from The Greater Kanawha Valley Foundation supports staffing, training, and building materials.
Sales and marketing • The initiative is currently attendance and at least 15 selling its seedlings to area members of the community. • Refresh Appalachia has farmers and produce to planted several products retail outlets such as • The team attended a meeting that will be used by the The Wild Ramp. at the Lincoln County FFA Lincoln County high school. alumni meeting and the local Community engagement Farm Bureau meeting to • Commissioner of Agriculture, introduce the project and Walt Helmick, visited the • Refresh Appalachia hosted solicit feedback from area program and expressed its first workshop which producers. interest in transferring was an all-day high tunnel the model to schools construction workshop. throughout the region. Over 80 students were in 13 TGKVF Strategic Plan
TGKVF’s long-term Over the next few years, we believe the Foundation can help make civic engagement the biggest strides toward this long-term goal by investing our funds & community and leadership toward accomplishing the following objectives. To this end, TGKVF will work to: building goal is to be a community Increase equality, diversity, and/or inclusiveness throughout full of strong, 1 our communities innovative, and effective individuals 2 Expande access to early childhood and youth programs and groups who that prepare children, especially those from marginalized work to create communities, for a lifetime of civic engagement shared visions, 3 Increase civic participation, community service, public dialogue, cross-cultural and/or voting relationships, and the capacity To accomplish these objectives, TGKVF seeks to invest in to foster collaborative efforts that help grow the following forms of wealth positive change. and meet the associated indicators of success.
14 Special $158,316Special EducationEducation $347,199
Field of IntereFieldst of $137,750 Interest
HeHealthalth $276,187 Basic NeedBasics Needs$388,658
Civic/LeadershipCivic/Leadership $74,805 Arts/Culture Arts/Culture $180,001
Individual Wealth: Skills, Health, Social Wealth: Trust, Relationships, & Confidence, & Income Mutual Support
TGKVF will measure the growth in individual TGKVF will measure the growth in social wealth wealth using the following indicators of success: using the following indicators of success:
A. Increased leadership skills, confidence, and E. An increase in the number of young people capacities in youth who volunteer F. Greater diversity (economic, racial, gender, and cultural) in nonprofit, public, and private Intellectual Wealth: Community Wide leadership positions Access to Knowledge, Innovation, & Technology Political Wealth: Influence & Voice TGKVF will measure the growth in intellectual wealth using the following indicators of success: TGKVF will measure the growth in political wealth using the following indicators of success: B. Growth in the number, capacity, or reach of proven leadership programs targeted at early G. Higher voter turnout among 18 to 35 childhood and youth year-olds C. An increase in the capacity and reach of H. An increase in the number of public forums programs that develop, promote, and support that allow community members to identify adult leaders from underrepresented groups and address issues of public interest and/or concerns D. A rise in the number of programs that foster grassroots leadership, promote community service, and/or encourage neighborhood engagement
15 16 CIVIC ENGAGEMENT & COMMUNITY BUILDING DuBois Leadership & Media Academy
Offering Leadership and Arts Enrichment to Fayette County Students
uring the summer of 2015, eleven middle school students in Fayette County attended the DuBois Leadership and Media Academy. Over the course of six weeks, they made short films, developed leadership skills, and learned about local black history.
The Academy was housed at the DuBois on Main museum in Mount Hope, which honors the heritage of the all-black DuBois High School. The school was open from 1907 to 1956. In spite of the inequality they faced, many DuBois students made outstanding local, state, and national achievements in the fields of science, the arts, medicine, religion, education, the military, public service, and business.
Academy students filmed oral histories with DuBois High School graduates and selected footage from the interviews to create short films. The topics of the films included segregated schools in Fayette County; cooking and growing food; and the importance of radio to older generations. Several local media professionals dropped in
17 for workshops and discussions. Underpinning the program was the history of the all-black DuBois High School and educational segregation in Mount Hope. During one session, students discussed race and racism with an organizer from Race Matters West Virginia, a statewide network dedicated to reducing racial inequality.
A leadership instructor worked with the students throughout the summer to think about ways that they can lead in their own social circles and community. Students used games, puzzles, and role-playing to talk about how leadership shows up in their own lives. At a Community Leadership Roundtable discussion, students met and talked with community leaders such as a House of Delegates member, the executive director of a nonprofit, a small business owner, a mayor, and others.
At the end of the summer, students showcased their short films at a Premiere Party where they received individualized awards and small cash prizes for what they had contributed to the Academy. The videos and photos that the students created then became part of DuBois on Main Museum’s exhibits and were later donated to the West Virginia State Archives.
Grants from The Greater Kanawha Valley Foundation and the National Coal Heritage Area Authority allowed for the purchase of media equipment, healthy snacks, student awards, staffing, and more. Other
Students say… Parents said…
“My favorite part was just being able to come and “I never heard anything negative-except ‘It’s over feel as if we were all one family.” already?’ ”
“I like that I got to learn new things and more about “I think this is a great program for children to media.” attend and I also think they should continue this program every year. It makes a difference in “I liked learning all about media and meeting children’s lives in many different ways.” people that work at the newspaper and stuff.” 18 partners included the West Virginia Community Development Hub, Appalshop, WVU Extension Services, and Beauty Mountain Studio.
Catherine Moore, co-founder of the DuBois Youth Leadership and Media Academy, shares the experience of one participant, Mary:
“Mary is a very quiet, shy and unassuming young person. She applied for the Academy all on her own, without encouragement from her teachers, and her application was one of the most thoughtful and heartfelt that we received. Mary had recently been placed to live with her grandparents so she was experiencing some painful adjustments at home. Over the course of the summer, Mary demonstrated her willingness to lead and teach others.
Her maturity and her keen observations stood out. She wasn’t the loudest, boldest, or flashiest leader, but at the end of the Academy, her peers democratically elected her the Leader of the Year. She was shocked by the decision when she accepted her award. Mary’s grandmother said she had been talking for weeks about how much she wanted the leadership award (and the accompanying gift of a video camera) but how doubtful she was that she would win. Winning the award grew Mary’s confidence and taught all the participants about what leadership can look like.”
19 Arts & Culture
rts and cultural activities are integral to a community’s success. The Foundation supports projects that increase opportunities for marginalized communities to participate in diverse and artistic experiences, and particularly those programs that foster creativity, self-expression, and cross-cultural exchange. From youth ballets to music academies, theater productions to festivals, TGKVF is committed to supporting the arts.
20 Arts & Culture BASIC NEEDS
he Greater Kanawha Valley Foundation believes that without caring for its residents’ basic needs, a community is incapable of thriving. For this reason, TGKVF is committed to helping those who are most vulnerable including seniors and low- income families. The Foundation supports organizations that take a long-term view and work to move people and places out of poverty. Basic needs, as we define them, include shelter, food, and clothing.
21 Boone County Board of Directors Funds Community Foundation Mary A. Browning, President Boone County Community 330 State Street Jerry Bias, Vice-President Foundation Fund Connie Hendricks, Vice-President Boone County Senior Shaffer Law Building Randy Foxx, Treasurer Citizens Fund P.O. Box 695 Paul Hill The Cooperative Land and Madison, WV 25130 David Quisenberry Mineral Owners Fund Chip Shaffer The Ellis/McClure Family Fund The Goldie Stephens Phone: 304-369-0511 Staff Memorial Fund The Stephens Fund Fax: 304-369-5431 Connie Phillips, Managing Director The Stephens Golden Rule Fund E-mail: [email protected] Thomas T. and Mary Frances www.boonecountyfoundation.org Scholarship Selection Ellis Fund Committee The Shaffer Family Fund Dora Jo Byrnside Connie Hendricks, Chair Scholarship Fund Paula Ballard Madison Rotary Scholarship Fund MaryAnn McClure The Regina S. McCormick Sherry Schlaegel Memorial Scholarship Fund Nada Woodie Big Coal River Scholarship Fund Tamplin Scholarship Grant Distribution Carrie Anne Scott Committee Memorial Scholarship David Quisenberry, Chair Jerry Bias Mary Ann Browning LeAnn Dickens Cain Randy Foxx Paul Hill Chip Shaffer
22 Discretionary Grants In-Kind Contributors Anna Brewer G Awarded Amy M. Brown The Greater Kanawha Michael Brown Thomas and Susan Gilpin Agape Cloak Valley Foundation Jim and Mary A. Browning Sharon Gillispie Boone County 4-H Shaffer and Shaffer Law Colleen B. Broyles Gena Godby Boone Memorial Hospital Paula Bryant Kimberly Graham Catholic Charities of West Organizations Charles and Penny Byrnside Debbie Gray Virginia Board of Trustees of Emma Byrnside Regina Green EnAct, Inc. Prichard School Stacy Kinder Green First Baptist Church of Racine Little Coal Land Company C Jon A. Griffith Food Pantry Madison Middle School Nicholas Cabell Heart of God Soup Kitchen Madison Middle School H Madison Baptist Church Pam Campbell Student Council Hollie R. Carroll Beverly Hager Food Pantry Southern Land Company Terra Hager Madison Baptist Church Shari F. Caruthers-Meadows Limited Robin Chafin Amy M. Hale Preschool Program Partnership and Dickenson Ashley L. Hale Madison Elementary School Sally Chandler Properties Sarah Chandler Ann Hall Madison Middle School Stephen’s Auto Center Allen E. Halley Madison United Methodist Wilma Manns Clark The H.A. Robson Trust Frances Clendenin Jerry L. Halstead Church Backpack Program Judy and Ira Handley Madison VFW Post #5578 Kobie H. Coburn Individuals Jerriann Cochran Debra A. Harless Regional Family Resource Mary Harless Network A Cathy Collins Colleen Cook Regina Harless Sherman Elementary School Marilyn Adams Terry and Debra Harless Sherman Junior High School Brittany Adkins Delores W. Cook in memory of Dennis E. Cook and Tim Cook Caroline Hatfield Turn This Town Around Tracy L. Akers Amber D. He Whitesville Shana M. Alderman Nice Cook Doug and Mary Jewell Cox in James Henderson United Way of Central West Jacqueline Aleshire Connie Hendricks Virginia Backpack Buddy Kathy Aliff memory of Regina S. McCormick Eddie Hendricks Summer Food Program Cary Anderson in memory of Greg Hendricks Upper Big Branch Mining Ted Anderson Debbie Crawford Amanda Crawford-Turner Jeff Hendricks Memorial Group, Inc. John T. Hendricks Van Elementary School B Caleb Hensley D West Virginia Health Right, Inc. Taylor S. Bailey in memory of Christina M. Herrell Regina S. McCormick Myla Davis Jason Hill Donor Advised Mimi and Evans Deane in Grants Awarded Nada Baldwin John and Mandy Hill H. Ray Ball memory of Regina S. Paul Hill Boone Memorial Hospital Bonnie Barker McCormick Rachel Hill Heart of God Soup Kitchen Brianna Barker Mary Dickens Sherry Hoppe Madison Baptist Church Christie R. Barker Annette Dingess Cynthia S. Horsman Food Pantry Roy Barnette Sherry A. Dotson Michele Howard Madison Elementary School Dr. Lisa D. Beck in memory of Christopher Duncan Art Department James A. Beck, Jr. Fred and Doris Duty in memory J Madison Elementary School Janet Belcher of Sebert S. Duty, Army WWII KIA Anne Jarrell in memory of Kindergarten Lisa Belcher Dora Jo Byrnside Madison Methodist Church Roger Bennett in memory of E Lee and Kim Javins in memory Benevolence Fund Regina McCormick of Carol Javins S.T.A.G.E. Program Loren J. Berry Mary A. Edens Kelly Jean Jarrell Scholarships Awarded: Christopher Bias Bryan Elkins in memory of David Johnson Dora Jo Byrnside Scholarship: Thomas and Nancy Bias Willis W. Elkins Dawn Johnson Breanna M. Sanders Ken and Diane Bolyard in Crystal Elkins Robert Johnston Madison Rotary Scholarship: memory of Regina S. Shann Elkins Cheryl D. Judy Toby Mae Hartwell McCormick Eva L. Ellis Terry M. Justice The Regina S. McCormick Elizabeth Bowles Memorial Scholarship: Aaron David Bowling F K Grant and Meredith Howel Rae M. Boyd Steve Flores Stephen and Perri Ann Kawash Zach Boyd Jeff Foster in memory of Regina S. Nancy Bradbury Randall and Judy Foxx McCormick Melissa Breeden 23 Contributors – Susan Mollohan Pamela Roberts Anita Toler in memory of Individuals continued Amber Mooney Karen G. Rollo Vaughn Toler Sharon Mullins in memory of Carrena Rouse Sandra Totten Christina D. Keith Goldie Stephens Freeda Russell Denise Kennedy Christa F. Ryan in memory of V Kimberly M. Kessinger N Christopher Todd Ryan Brenda H. Viars Larry B. Kirk Diana Nelson Emily Vollmer in honor of Michael Kitchen Jeffery Nelson S Ed Bailey John and Nancy Kogoy Monique Nunley Dennis A. Sayre Buffy C. Kuhn Marylea Seacrist W Cindy D. Kuhn P Chip Shaffer Chasity Wall Gene B. Kuhn A.J. and Dawna Parker Caspia Sheppard Amanda Wallen Tina Slone L Jerry Pcholinsky Charles and Connie Warner Vera Pritchett Delores Stephens in honor of Paula Webb Stephanie LaFauci Amy N. Pritt Ose R. Stephens Angel Welch Kimberly Lay Lori Puckett Mark and Joyce Stephens Joseph and Pamela Wells Jim and Suzanne Lee Paul Stephens in memory of Denise Workman Leticia L. Lovejoy Q Goldie Stephens Paul and Nancy Stover Y M David Quisenberry Joseph Supcoe in memory of Regina S. McCormick Janet Yeager in memory of Kendalyn Mann R Maureen F. Supcoe in memory Arthur Yeager Danielle L. Martin Frances L. Ramella of Regina S. McCormick Sandra McClure Regina Ramey John M. Swann Z Eugene Mills Janet L. Ramsayer Sue Ann Zickefoose in memory Kelly Mills Dian A. Reeves T of Dora Jo Byrnside Donald Minney Matthew Riggs Kimberly Mitchell Kathy Tackett in memory of Heather Ritter Katherine Mohn-Lowe Regina McCormick
4 Applications are reviewed by the Step Grant appropriate Task Group and the Application Distribution Committee Process 5 Final action is taken by TGKVF Board of Trustees
1 Visit our website at www.tgkvf.org 6 Applicant is notified of Board’s action and review grant information 7 Grant is awarded or declined 2 Call the Foundation and speak with a 8 If grant is awarded, submit a final Program Officer about your project/ report upon completion of the project program Applicants will generally work with 3 After working with a Program Officer, their Program Officer several months potential grantees may be invited to before being ready to apply for a submit an application grant from TGKVF.
24 Grants Unaudited Donor Donor Discretionary Advised Designated
25045-A New Clendenin Inc. $12,000.00 AAPA $3,000.00 ACLU $450.00 African American Arts & Heritage Academy $2,100.00 Agape Cloak $3,500.00 Alderson-Broaddus College $20,064.00 Aloha Foundation $500.00 Alzheimer’s Disease & Related Disorders Assoc Inc WV $1,225.00 American Association of Teachers of German $1,000.00 American Cancer Society $10,205.00 American Friends of the Herzog August Bibliothek (Wolfenbuttel) $100.00 American Friends of the Warburg Institute $150.00 American Heart Association $2,848.00 American Red Cross $45,000.00 $16,940.00 American Trust for the British Library $100.00 Amnesty International USA $350.00 Appalachian Children’s Chorus $3,500.00 Appalachian Mountain Advocates $1,000.00 Appalachian Reading Center $55,541.00 $1,387.00 Area IV Agency on Aging and Community Action Programs (Senior Olympics) $100.00 Arts and Education Council of St. Louis $300.00 Arts in Action $20,000.00 Baptist Temple $3,500.00 $17,138.00 Beavoir (The National Cathedral Elementary School) $500.00 Believe in West Virginia $5,000.00 Beni Kedem Temple $819.00 $40,541.00 Benjamin School $500.00 Bethany College $86.00 Big Chimney Baptist Church $373.00 Blessed Sacrament Church $5,792.00 B’nai Jacob Synagogue $14,195.00 Bob Burdette Center Inc $6,240.00 $1,615.00 Bon Secours Richmond Health Care Foundation $100.00 Boone County 4-H Leaders $5,000.00 Boone County Board of Education (S.T.A.G.E.) $124.00 Boone Memorial Hospital $23,661.00 $152,779.00 Bridge Road Neighborhood Association $1,022.00 Buckskin Council, BSA $2,920.00 $6,616.00 CADCO Foundation $11,705.00 Calvary Baptist Church $49,780.00 CAMC - Memorial Division $8,470.00 CAMC - Women’s & Children’s Division $8,470.00 CAMC Foundation $1,367.00 $194,970.00 $6,583.00 CAMC Health Education & Research Institute, Inc. Keys for Healthy Kids $53,954.00 Camp Kno-Koma $2,308.00 Capital High School Show Choir $2,000.00 Carnegie Hall $1,000.00 $131.00 Catholic Charities WV $4,344.00 Central Child Care of WV Inc $300.00 Charleston Area Alliance $1,449.00 Charleston Ballet $15,750.00 $2,500.00 $20,176.00 Charleston Catholic High School $3,753.00 Charleston Chamber Music Society $1,159.00 Charleston Civic Chorus $1,500.00 Charleston Community Music Society $300.00 Charleston Gazette Christmas Fund $250.00 Charleston Kanawha Humane Assoc. $2,010.00 Charleston Light Opera Guild $25,100.00 Charleston Lodge #202, B.P.O.E. $100.00 Charleston Main Streets $5,000.00 Childhood Language Disorders Ctr, Inc. $11,300.00 Children’s Home Society $105,138.00 Children’s Therapy Clinic $44,325.00 $850.00 Christ Church United Methodist $1,445.00 Christian Associates (Cridlin Food Pantry) $1,500.00 25 Unaudited Donor Donor Grants Discretionary Advised Designated
Christian Brothers Academy (Sagui Family Center) $25,000.00 Circus Arts Foundation of Missouri (Circus Flora) $150.00 City of Charleston $1,000.00 $101,308.00 City of Nitro $81.00 Clay Center for the Arts & Sciences of WV $61,672.00 $89,145.00 Coalfield Development Corporation $74,200.00 Coda Mountain Academy of Music $10,000.00 College Summit $15,000.00 Community Development Outreach Ministries $20,000.00 Community Foundation for Greater New Haven $100.00 Contractors Association of WV Scholarship Foundation $150.00 Covenant House $10,000.00 $10,218.00 $3,029.00 Craik-Patton House $11,500.00 CURA $43,000.00 $50,000.00 Davis Child Shelter $1,236.00 Davis Creek Watershed $400.00 Davis-Stuart Inc $3,000.00 $4,679.00 Daymark $30,000.00 $6,035.00 $676.00 DuBois on Main Museum $6,100.00 Doctors Without Borders $200.00 Drug & Alcohol Presentations, Inc. $2,000.00 East End Family Resource Center $27,690.00 East Harlem School $15,000.00 Edgewood Elementary School $500.00 Education Alliance $1,000.00 $2,324.00 Education Elevators Foundation $6,716.00 Elewana Project $1,000.00 EnAct Inc. $970.00 Faith In Action $2,000.00 Family Counseling Connection $1,167.00 Feed The Children Inc $5,984.00 Fellowship of Christian Athletes $1,000.00 $822.00 FestivAll Charleston WV $20,750.00 $500.00 First Baptist Church of Clendenin $2,474.00 First Baptist Church of Racine $1,260.00 First Church of the Nazarene $9,211.00 First Presbyterian Church of Charleston $1,000.00 $118.00 Folger Shakespeare Library $400.00 FOOTMAD $170.00 Forest Park Forever $600.00 Foundation for Thomas Memorial & St.Francis Hospital $20,600.00 $5,462.00 Friends of Adam Smith $25,000.00 Friends of Alban Arts & Conference Center $10,000.00 Friends of KWMU Inc $600.00 Friends of WV Public Broadcasting $15,750.00 Fund for the Arts $1,100.00 $15,850.00 Gateway Christian Church $2,000.00 General Assembly of the Christian Church Disciples of Christ Inc $86.00 Georgia State University $250.00 Girl Scouts of Black Diamond Council $410.00 $500.00 $1,848.00 Goodwill Industries Inc $500.00 $1,074.00 Greater Kanawha RC&D $4,521.00 Greenbrier Valley Restoration Project Incorporated $250,000.00 Habitat for Humanity $23,700.00 Habitat for Humanity for Kanawha & Putnam County $1,500.00 Hamlin-Lincoln County Public Library (Guyan River Public Library) $1,607.00 Hampden-Sydney College $500.00 Harrison County Catholic School System $2,500.00 Harry Ranson Center $100.00 Harvard University, Houghton Library $100.00 Heart of God $1,260.00 $124.00 Highland Hospital Foundation $5,750.00 Holz Elementary School (PTA) $3,000.00 HOPE $250.00 Horace Mann Middle School $1,000.00 26 Unaudited Donor Donor Grants Discretionary Advised Designated
Human Resource Development Foundation $51,272.00 Huntington Area Food Bank Inc $6,500.00 Huntington Museum of Art $2,800.00 Huntington, WV Lodge #3131 BPO Elks (Christmas Charity Fund) $300.00 Indiana University, Main Library (for Germanic Studies) $200.00 Jefferson Memorial Hospital $50,821.00 John Adams Middle School $3,000.00 Junior League $2,524.00 Junior League of Wheeling Inc $500.00 Kanawha Charleston Humane Association $1,586.00 $17,532.00 Kanawha County Library $1,035.00 Kanawha County Parks & Recreation Commission $10,000.00 Kanawha Hospice Care $6,050.00 $21,034.00 Kanawha Pastoral Counseling $1,500.00 Kanawha Players $150.00 $5,090.00 Kanawha United Presbyterian Church $3,948.00 Kanawha Valley Collective $15,725.00 Kanawha Valley Dental Health Council Inc $513.00 Kanawha Valley Fellowship Home, Inc. $20,500.00 $1,000.00 Kanawha Valley Senior Services $17,428.00 Keep A Child In School $518.00 Kids Chance $1,806.00 Kids Count $31,281.00 KISRA $43,850.00 $2,650.00 KVCOP $25,000.00 Legal Aid of West Virginia $5,548.00 Library Foundation of Kanawha County $800.00 $1,023.00 Lincoln Christian Church $105,000.00 Lincoln County Parks & Recreation $3,767.00 Lincoln County Schools $65,000.00 Lions Club of Charleston $4,276.00 Literacy WV $1,084.00 Living AIDS Memorial Gardens $1,472.00 Logan County Charitable and Education Fund $5,000.00 Madison Baptist Church $6,260.00 Madison Branch Church $124.00 Madison Elementary School $5,000.00 $1,053.00 Madison Middle School $4,395.00 Madison United Methodist Church $1,260.00 $974.00 Madison VFW Post #5578 $1,260.00 Manna Meal $71,000.00 $9,673.00 $39,053.00 Marshall University $7,810.00 $600.00 Meals On Wheels, Inc. $2,723.00 Medical Eye Bank of WV $660.00 Metropolitan Museum of Art $350.00 Metropolitan Opera Guild Inc $350.00 Middle Fork Baptist Church (Christmas Giveaway - kids) $1,777.00 Mission West Virginia $61,318.00 $5,377.00 Missouri Botanical Garden Board of Trustees $150.00 Modern Language Association of America (MLA) $100.00 Mount Hope Baptist Temple $17,138.00 Mountain Heart Foundation $1,600.00 Mountain Mission $2,500.00 $12,792.00 Mountaineer Autism Project $500.00 National Arthritis Foundation $504.00 National Humanities Center $150.00 National Multiple Sclerosis Society $1,478.00 Nature Conservancy of WV $10,500.00 New York Public Library $100.00 Newberry Library (gift to the Renaissance Center) $100.00 Nitro Elementary $40.00 Nitro High School $598.00 Nitro Public Library $81.00 Nitro Women’s Club $81.00 Northwestern University $2,500.00 27 Donor Donor Grants Unaudited Discretionary Advised Designated
Ohio-WV Youth Leadership Association $1,000.00 Old Charles Town Library $33,881.00 Old Charles Town Museum $16,940.00 Old Stone Presbyterian Church $543.00 Opera Theatre of St. Louis (Friends of the Festival) $150.00 Optimist Club of West Charleston $600.00 Partnership of African American Churches $7,000.00 Philharmonic Symphony Society of NY $100.00 Piedmont Elementary School $2,641.00 Place of Hope $5,000.00 Planned Parenthood of the St. Louis Region $500.00 Prestera Center $28,921.00 Princeton University Library $100.00 Prison Performing Arts $100.00 PROTEC $500.00 Putnam County Parks & Rec Commision $12,937.00 RCCR - Religious Coalition for Community Renewal Inc. $1,500.00 Rea of Hope $25,000.00 $743.00 $2,470.00 Read Aloud West Virginia $1,000.00 Regional Family Resource Network $76,615.00 Residential Advisory Council $261.00 River City Youth Ballet $39,750.00 Roanoke College $2,236.00 Roark Sullivan $10,000.00 Rock Branch Elementary $40.00 Rural Support Partners $1,421.00 Sacred Heart Co-Cathedral $5,980.00 Salvation Army $9,639.00 $50,384.00 Schoenbaum Family Enrichment Center $52,000.00 Shepherd’s Center of Charleston WV $500.00 Sherman Elementary School $4,824.00 Sherman Junior High School $2,056.00 Shriner’s Hospital $19,436.00 Sissonville High School $728.00 Southern Appalachian Labor School $35,100.00 Southern WV Community & Technical College $1,000.00 Special Olympics WV, Inc $608.00 Springfield Baptist Church $17,138.00 St. Albans High School $5,000.00 St. Charles Borremeo Parrish $1,000.00 St. George Orthodox Cathedral $2,900.00 $1,197.00 St. John’s Episcopal Church $4,500.00 $11,339.00 St. Jude’s Children Hospital $507.00 St. Louis Area Foodbank $700.00 St. Louis Art Museum $100.00 St. Louis Hillel Foundation $100.00 St. Louis Symphony Society $100.00 St. Louis Regional Public Media Inc (Nine Network) $250.00 St. Mark’s Episcopal Church $7,569.00 St. Mark’s School (Southborough MA) $1,000.00 St. Matthews Episcopal Church $2,995.00 St. Patrick Church $1,000.00 St. Peters United Methodist Church $2,500.00 St. Timothy Lutheran Church $8,000.00 St. Agnes Alumni Fund $500.00 Stonewall Jackson Middle School $1,000.00 Tamarack Foundation Inc $1,000.00 Team for WV Children Inc (Fostering Futures) $449.00 Temple Beth Elohim $250.00 TGKVF $2,000.00 $9,169.00 The Opus Chorale of West Virginia $500.00 Town of Clendenin $2,535.00 Town of Whitesville $8,124.00 Trinity Evangelical Lutheran Church $443.00 Trustees of the University of Pennsylvania $100.00 28 Donor Donor Grants Unaudited Discretionary Advised Designated
Tufus University Class of 2008 $500.00 Tyler Mountain/Cross Lanes Community Services $15,000.00 Union Avenue Opera Theatre $150.00 Union Mission $104,180.00 $32,539.00 Union PSCE $118.00 United Disciples of Christ Church $86.00 United Way of Central WV $21,000.00 $19,662.00 $33,549.00 University of Charleston $83,984.00 $422,240.00 University of Illinois Foundation (UIUC Library) $100.00 University of Tennessee $17,138.00 Upper Big Branch Mining Memorial Group $5,000.00 Upper Kanawha Valley Economic Development Fund $100.00 Van Elementary School $2,547.00 Virginia Tech College $500.00 Walking Miracles $2,000.00 Walter Reed National Medical Center $2,000.00 Washington & Lee University $410.00 $32,913.00 Washington University in St. Louis $4,250.00 Wayne County Board of Education $1,375.00 Webb School Board Of Trustees $17,138.00 Wesleyan Alumni Fund (gift to COL) $500.00 West Lafayette Public Library Foundation $100.00 West Virginia Free, Inc $1,500.00 West Virginia Healthy Kids and Family Coalition Inc $3,000.00 West Virginia Humanities Council $500.00 West Virginia Land Trust $3,500.00 West Virginia Learning Disabilities Association Inc, $600.00 West Virginia Music Hall of Fame, Inc. $14,000.00 West Virginia National Guard $587.00 Nature Conservancy of WV $1,500.00 West Virginia Regional Jail & Correctional Facility Authority $1,747.00 West Virginia Rivers Coalition $1,750.00 West Virginia State University $4,174.00 West Virginians for Affordable Health Care $250.00 Western Carolina University (Lynne Zande Family Scholarship) $25,000.00 Wikimedia Foundation Inc $100.00 WomanSong $3,500.00 Women’s Health Center $9,836.00 $3,387.00 Women’s Ministry of the First Church of the Nazarene $500.00 Wood County Technical Center $500.00 WV Archeological Society $1,013.00 WV Food and Farm Coalition $18,700.00 WV Health Right Inc. $54,936.00 $17,584.00 $119,989.00 West Virginia Healthy Kids and Families Coalition $57,000.00 WV Independent Colleges & Universities $16,383.00 West Virginia Land Trust $1,000.00 WV Professional Dance Company $10,000.00 WV Public Broadcasting $2,000.00 WV State Reading Association $956.00 West Virginia State University Foundation $771.00 West Virginia Symphony Orchestra $4,724.00 $207,504.00 WV Wesleyan $259,454.00 WVU (Office of Student Affairs) $5,000.00 WVU Eye Institute $137,750.00 WVU Foundation $94,000.00 $44,497.00 WVU Institute of Technology $18,003.00 WVU School of Pharmacy $3,038.00 WVU-Loyalty Permanent Endowment Fund $3,948.00 Yale University Library (Beinecke Library) $100.00 YMCA of Kanawha Valley $6,625.00 YMCA Tri-County $12,937.00 YWCA $45,850.00 $20,186.00 $29,361.00
Total Grants Awarded $1,656,025.00 $1,689,607.00 $2,260,213.00 29 Step 1 Visit our website at www.tgkvf.org Scholarship to review scholarship information 2 Submit application online at Application www.tgkvf.org
Process 3 Application is reviewed by the appropriate committee 4 Final action is taken by TGKVF Board of Trustees 5 Applicant is notified of Board’s action
6 Scholarship is awarded
30 Contributions
$75,000,000 $65,000,000 $55,000,000 $45,000,000 $35,000,000 $25,000,000 $61,470,336 $14,202,397 $15,000,000 $12,764,361 $10,000,000
$5,000,000 $4,729,910 $2,072,441 $0 2011 2012 2013 2014 2015
Grants & Scholarships Distribution by Year
$8,500,000 $8,000,000 $7,500,000 Grants $7,000,000 2011 $4,062,366 $6,500,000 2012 $5,966,002 $6,000,000 2013 $6,838,821 2014 $7,175,984 $5,500,000 $6,838,821 2015 $5,561,308 $5,000,000
$4,500,000 $7,175,984 $4,000,000 Scholarships
$3,500,000 $5,966,002 $5,561,308 $3,000,000 2011 $610,514 $2,500,000 2012 $473,100 $2,000,000 2013 $445,700 $4,062,366 $1,500,000 2014 $518,570
$678,600 2015 $678,600
$1,000,000 $610,514 $518,570 $473,100 $500,000 $445,700 0 2011 2012 2013 2014 2015
31 Reasons People Choose to Give
1 We are a local organization with 7 We offer maximum tax advantage deep roots in the community. for most gift dollars by pooling them with other gifts.
2 Our professional staff has broad expertise regarding community 8 We multiply the impact of gift issues and needs. dollars by pooling them with other gifts and grants.
3 We provide highly-personalized service tailored to each individual’s 9 We build funds that benefit the charitable and financial interests. community forever and help create personal legacies.
4 Our funds help people invest in the causes they care about most. 10 We are a community leader, convening agencies and coordinating resources to create 5 We accept a wide variety of assets positive change. and can facilitate even the most complex forms of giving.
6 We partner with professional advisors to create highly effective approaches to charitable giving.
32 Contributors Individuals
Individuals B. Diane Clements Salim Hayek Richard H. Merrill Frances Clendenin Richard H. Hess Sarah J. Miller A Marilyn L. Cody David Kent Higgins Harry Stockton Moore Betty P. Alexander Larry J. Cody John M. Hill II Frederick H. Morgan Cary R. Anderson Robert D. Corey Angela Fenton Hill Todd A. Mount Ronald M. Anderson Doug & Mary Jewell Cox Tim Holbrook John M. Muehlman Angelica E. Armstrong Stephen and Melinda Crislip J. Marshall Holcomb William E. Mullett, Ph.D. Clinton Arnold Rev. Melvin Hoover Nancy E. Murray Trina Arnold D George N. Howard Charles H. Daugherty Mary and Gladys Howard N B William Maxwell Davis Gabrielle Hubbard Sarah Rotgin Nau Tracy A Bacigalupo William B. Davis Melissa M. Hunt LaRee D. Naviaux Sharon Smith Banks Mary Claire Davis John A. Hunt Teresa Ng Larrie Bartrug Miriam A. Deane Brooke Nissim-Sabat H. Dill Battle Kitty Dooley J Daniel W. Nunley G. Thomas Battle Robert E. Douglas Bruce M. Jacobs O Frederick H. Belden, Jr. James T Doyle III Beverly R Jankiewicz Jean O’Connor Ramsin Benjamin Edgar A. Dumont, Jr. L. Lee Javins II Roger O’Dell Roger D. Bennett Robin B. Durrett Frank D. Jennings Robert O. Orders, Jr. Daisy Bennett Elizabeth S. Johnson Peter Benson E Robert A. Johnston P Jean Fowler Biggs Michelle R. Easton Charles E. Jones Veronica Dale Parkins Carolyn Bills Pam Hylbert Eder Melvin Jones Charles Patton David E. Black Patricia D. Edwards Heather Heiskell Jones Wallace E. Peters, Jr. Susan Blank Nola R. Ellis Sharon H. Jones Jenny Pitchford Diane M. Bowers Helen Epps John T. Poffenbarger Paul Brachman Robert Everitt K Thomas G. Potterfield Willie Brown Lois Silverstein Kaufman Russell A. Prow Mordecai I. Brownlee F Frances C. Kincer Bob Brunner Kathleen M. FitzGerald Darrell Kingsbury R Evan Buck Holmes Flint Patricia S. Kusimo Anna W. Raab Martha K. Burke Sam Fox II Pamela T. Kuyk Charles B. Ranson Barry Mark Burns Jessica A. Friedman Carmen H. Ranson Dana L. Burns L Christopher Reid Sylvia I. Burns G Robert W. Lawson III Kenneth A. Reyes Lynn D. Gattlieb Charles and Eva L. Ledbetter Roy D. Riewe C Timothy J. Gibbons Alfreda Leef Carolyn A. Rocchio Charles, Jr. and Wanda Gibeaut Charles W. Loeb, Jr. Jack Rogers Shelley Moore Capito Kate S. Gibson, JD Joseph F. Loewenstein Charles Rotgin, Jr. Jonathan Carlson Mary S. Glass Diana Long Larry L. Rowe John Frederick Cavalier Stanley Goldvac David S. Long, Jr. Richard A. Rubin Andrew R Ceperley Rebecca H. Goodwin James A. Looney Sheri Ryder Florian F. Ceperley James Goodwin Charlotte Lucas David M. Ceperley Douglas K. Gosnell Kathern T. Lucas S Laura E. Ceperley Lynn Basman Gottlob Eileen L Salisbury Rebecca C. Ceperley Milford E. Gottlob M David L. Sayre Carl Chadband Ric MacDowell JoAnn Scholl William D. Chambers H Jimmie L. Mangus Patricia J. Schumann Elizabeth Early Chilton Colleen M. Hagerman Jay L. Margolis, Jr. Judy Shalhoup Nelle Ratrie Chilton Ira C. Handley Everett H. McClintock David B. Shapiro Michael Cho Tom D. Hankins Dan McGinn Marion Loeb Shoenig BethAnne Clark-Thomas Harry H. Harkins Jr. Nancy L. McGraw Richard Sibley David H. Cleland Elisabeth W. Hartman Mary Lou McJunkin Camden P. Siegrist
The compilers have carefully reviewed the names that are listed. 33 If you find an error, please accept our apologies and contact our office so that we may correct our records. Contributors
Individuals continued T W Marietta J. Workman Katie Jill Thacker D. Stephen Walker Kay Workman L. Newton Thomas, Jr. Kenneth A. Ward Jane P. Silverstein Sally N. Toffey Charles J. Warner Y H. Herchiel Sims, Jr. Beverly Triplett Henry B. Wehrle, Jr. Carolyn Young Olivia R. Singleton Robert P. Trout H. B. Wehrle III William T. Slicer, Jr. Joan K. Wellman Z John Davin Smallridge, Jr. V Elinor S. Welson JoEllen B. Zacks Sally Smith Sally Vallimarescu Davin S. Wenner Sandy C. Zando Rodney Smith Lara N. Vaughan Allison L. Westerman Richard Smith Dennis R. Vaughan, Jr. Patricia White Patrick M. Smith Richard Scott Vorhees John P. Williams James T. Smith Elizabeth W. Willis Linda Ann Sneed
Katherine Steingraber
Corporations/Organizations
ACH Corporation of America, Charleston Job Corps Center Inc. Foundation Inc. CO Employers III, Inc. Lincoln County Parks and Tiffey Law Practice, PLLC Alpha Natural Resources Conservation Fund Recreation Commission, Inc. Tim and Melissa Deer Services, LLC Dingess-Rum Properties, Inc. Living A.I.D.S. Memorial Foundation American Electric Power Dr. O.M. and Ruth A. Harper Garden, Inc. U. S. Charitable Gift Trust Company Family Foundation, Inc. Marietta Community United Methodist Foundation American United Employers Dynamica Consulting, Inc. Foundation, Inc. of West Virginia, Inc. II, Inc. East Tennessee Foundation Mary Reynolds Babcock United Way Of Central West Ann C. and Robert O. Orders, Eden Park Illumination, Inc. Foundation, Inc. Virginia Jr. Family Foundation Inc. Estate of Frank W. and Joan MB Business Consulting USDA Rural Development Anonymous Allison Badger Monongalia County Board of Vandalia Rotary Club - District Appalachian Community Estate of James A. Skeens, Jr. Health 7550 Federal Credit Union Estate of Mary Price Ratrie Morgan Stanley Smith Barney Wall Service Award Project Appalachian Community Fund Estate of James & Thelma Moses Auto Mall WELCA of Trinity Evangelical Appalachian Power Co. McClanahan New York Community Trust Lutheran Church Appalachian Regional Foundation for Appalachian NTV Asset Management, LLC West Virginia Bar Association Commission Ohio Olive Mae Hill Matheny Estate West Virginia Breast and Armbrecht Fund Garlow Insurance Agency, Inc. Osteopathic Heritage Cervical Cancer Diagnosis CT Arnold Enterprises, Inc. Great Kanawha Resource Foundation of Nelsonville and Treatment Attison McClanahan Academic Conservation & Parkersburg Area Community West Virginia Commerical LLC Scholarship Fund Development Area, Inc. Foundation West Virginia Health Right, Inc. BB & T Greater Clark Foundation Potesta & Associates, Inc. WV Society Of Interventional Blue Grass Community H. B. Wehrle Foundation Richard Dick Green Memorial Pain Physicians, Inc. Foundation HB & Cecilia Wehrle Fund Rockefeller Family Fund Inc. Wythe-Bland Foundation BrickStreet Insurance Herscher Foundation, Inc. SD, LLC Yawkey Foundation Capital Massage, Inc. Howard P. and Mary Needles Sears Monument Company Zamias Services Casey Family Programs McJunkin Foundation St. Albans Class of 1950 ZMM, Inc., Architects & Center for Appalachian Irving and Evelyn Goldstein Suttle & Stalnaker, PLLC Engineers Philanthropy Fund The Haddad Foundation, Inc. James H. Harless The Martha Gaines and Foundation, Inc. Russell Wehrle Memorial Center For Rural Jason and Elizabeth Castle Foundation Entrepreneurship Charitable Gift Fund Thomas Combs & Spann, Charles and Mary Fayne Jenne M. Waggy Trust PLLC Glotfelty Foundation Kids Chance of West Virginia, Thompson Charitable
34 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. Honorariums Memoriams Geraldine Gee Clifton Samples Martin Glasser Neil Sayre Rebecca C. Ceperley Doras Adams Mary M. Gray Mary Selinger Rosemay Clendenin Ted Anderson Lee Gross Karl C. Shaver Elizabeth P. Kenna Judy Avampato Carmilita Hall Edith B. Shaw Mac and Nancy Moore Mildred Baldwin John H. Hoss Edwin M. Shepherd Clyde C. Neely Margaret Bassett Amaline Howard J. B. Shepherd Ruthie Schlacter Helen M. Bassitt Mildred S. Howie Margaret W. Shepherd Thomas B. and Rachel James A. Beck Carol Javins Walton S. Shepherd Sheridan Betty R. Belden Jacob Javitch Philip J. Silverstein Ed and Linda Snodgrass Patsy Jo Hunter Clifford G. Lantz Carmelita H. Sowards Ron D. Stollings Burdette Vicki Margolis Edwin Stabins Stephanie D. Thacker Martha (Marty) K. Regina S. McCormick Earl Stanley David and Margaret Burke Charlie McCullers Goldie Stephens M. Wallace Adam M. Burns Thomas N. McJunkin Ose R. Stephens Dora Jo Byrnside Arch A. Moore John C. Steven Racine Chambers Hubert H. Murray William H. Thalheimer Dennis E. Cook Benjamin W. Price Diane Vaughan Timothy L. Cook Maury R. Reishman Kenneth Ward Ann Dahl Ruth C. Rexroad Mildred W. Ward Donald H. Deutsch George Risk Mary L. Wilt Jerome H. Deutsch Joseph Robertson John Wood Sefert S. Duty Charles Rotgin Minnie Wood Edith Garcia Helaine K. Rotgin Harry S. Zegeer Benjamin Gee Christopher T. Ryan
Total Assets
$225,000,000 $200,000,000 $175,000,000
$150,000,000 $224,337,761 $217,337,269 $216,010,601
$125,000,000 $192,410,440 $100,000,000 $75,000,000
$50,000,000 $125,138,936
$25,000,000 2011 2012 2013 2014 2015
35 In December 2015, The Greater Kanawha Valley Foundation was host to 80 college freshman and their families from across the state for a scholarship reception at the Governor’s Mansion in Charleston. The reception featured acceptance speeches from two scholarship recipients and a keynote address from First Lady Joanne Tomblin. To TGKVF’s scholarship awardees, the First Lady declared: “Congratulations! Your commitment to succeeding in the classroom, combined with your hard work, have brought you this far and will lead you even further. You are smart and energetic… you were and still are at the top of your class…And you are West Virginia’s future!”
The Scholarship Reception honors the recipients’ academic achievements and recognizes the vitally important gift of education. TGKVF offers various scholarships to help students pursue a post-secondary education and achieve their ambitions. Some scholarships are designated for graduating seniors of particular schools while others are awarded for specific fields such as nursing or law.
36 “Congratulations! Your commitment to succeeding in the classroom, combined with your hard work, have brought you this far and will lead you even further. You are smart and energetic…you were and still are at the top of your class…And you are West Virginia’s future!” – First Lady Joanne Tomblin
Numerous TGKVF scholarships are based on financial need and not academic achievement.
TGKVF administers over 500 funds and more than 100 of those are designated for statewide scholarships. In the 2015-16 academic school year, TGKVF funded 427 scholarships for a total of $699,675.
Clockwise from top left First Lady Joanne Tomblin; setting up to videotape the ceremony; Martha Ellis and Caleb Barley, scholarship recipients, giving their acceptance speeches.
The First Lady with TGKVF Staff.
37 ProfessionalProfessional Advisor Advisors Handbook
Professional Advisors are some of our best friends, and for good reason … They know smart ways to give charitably! At least half our donors come to The Greater Kanawha Valley Foundation after consulting with a professional advisor. That makes us proud! It means the Foundation passes the “due diligence” test of a very discriminating profession.
It is our view that clients are best served when a full complement of expert advisors are working on their behalf. In addition to an Attorney, the Estate Planning Team may be comprised of many members including the Accountant; the Trust Officer, the Insurance Advisor/Financial Planner; the Investment Broker/ Advisor and The Greater Kanawha Valley Foundation.
Each professional advisor brings a different expertise and skill set to the important process of estate planning. Each advisor also has an opportunity, and an obligation, to help guide clients in devising strategies that are fiscally meaningful and sustainable.
38 Professional Advisors possess the right tools for preserving wealth among families and ensuring its availability across generations. Professional Advisor Handbook
We at the Foundation frequently share our knowledge with professional advisors. We have a proven record as experts in grant making and gift planning, and have become a valuable resource for professional advisors and donors. Working in tandem with Professional Advisors, we ensure a value-based dimension to financial and estate plans. We constantly strive to exceed our clients’ expectations and goals. This will ultimately contribute to greater client satisfaction, and a stronger community enhanced through charitable giving.
Professional Advisors Handbook available upon request by contacting TGKVF.
39 Why Donors Give
rom 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.
Benefits of Giving to Professional Fund Management The Greater Kanawha Valley Foundation Additionally, each Fund’s assets are managed by invest- ment professionals using established guidelines set by the Foundation’s Board of Trustees. All receipts and expendi- Flexibility tures are independently audited and fully disclosed to the A number of options are available to help you, as a donor, public annually. realize your philanthropic goals – and the future philan- thropic goals of your family. Whether you would like to focus your contributions on a specific charity, or would Economical rather help several different causes, The Greater Kanawha Administrative expenses are covered by a modest charge Valley Foundation has a fund to meet your personal needs. against the income of each Fund and by donations made In establishing a fund you will have the right to name the to help meet such expenses. Traditionally, the trustee Fund, determine the property to be given, and select the banks and investment managers have generously reduced type of Fund that best suits your purpose(s). Funds may be their fees for managing Foundation assets. As a result, established for smaller amounts if there is a true commit- more of your charitable gift reaches the community or ment to bringing the balance up to the required minimum organization you wish to benefit. for that fund type. You may also give anonymously and let the Foundation act on your behalf. Permanence The fact that your gift to the community is administered Simplicity by the Foundation and becomes part of a perpetual trust Our donors also enjoy a number of benefits from making is a very important benefit to consider. Your gift will never a gift to a community foundation. For instance, a gift to lapse, unless you designate otherwise. Income will contin- the Foundation will simplify your charitable giving. One ue growing through the years to satisfy your philanthropic contribution may address a number of different needs and purposes. At the same time, the Foundation has the ability benefit many charitable organizations in the community/ to address the changing charitable needs of the com- region. You are relieved of the problem of identifying those munity as they arise. If the original purpose of your gift agencies which address your specific purposes because becomes obsolete or impractical, the Board of Trustees is the Foundation has already done so. empowered to redirect your gift to other related purposes or programs, without the expense or delay of court action.
Maximum Tax Benefits Another consideration is the tax benefits. The Great- Personal Philanthropic Services er Kanawha Valley Foundation is a public foundation The Foundation has expertise in working with donors under federal tax law and your contribution qualifies for to design philanthropic funds and unique grant making maximum deductibility for income, gift, and estate tax programs tailored to donors’ particular charitable values purposes. and interests.
40 Types of Funds
ith a gift of $10,000 or more, you can create a Fund with its own name and charitable purpose(s).
Administrative Designated In creating an administrative fund, you help ensure For donors who want to give specifically to one or more maximum benefit to the community by defraying the costs charitable organizations for years to come we recommend of services provided by the Foundation. Your contribution a designated fund. With this fund type, grants are made will support, in perpetuity, the work of the Foundation and from the fund as long as the organization(s) designat- serve as a lasting tribute for a better community. ed remain in operation and remain consistent with the funds’ original charitable purposes. Should changes in a charity’s mission occur over time, the Foundation’s Board Unrestricted or Discretionary of Trustees will seek out alternate beneficiaries to ensure This type of fund gives the Foundation the opportunity to the donor’s original charitable goals continue to be served. respond to the changing needs of the community, assist The Foundation conducts reviews of designated fund in emergency relief, and support innovative responses to charities to ensure that the resources are used as the community problems. Your contribution will join with vari- donor intended. ous 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 Scholarships can be named for a person, or a cause, allowing others to Many individuals and organizations find great reward in contribute to the fund. helping deserving students accomplish their educational goals. Scholarship funds may contain field of interest, residence, financial need requirements or they can be Field of Interest set up with broad criteria. The fund can be named for an You can show your support for organizations that focus individual, a family or an organization and is a lasting way on issues that concern you such as the arts, education, to memorialize a friend or loved one. health, human services, land use, and/or recreation Creating a through the creation of a field of interest fund. The Greater scholarship fund requires a gift of $20,000 or more. Kanawha Valley Foundation strives to seek out valuable projects in these areas and, as a donor, you may enjoy Agency Endowments participating with us as we go through the process of For a non-profit organization that wishes to transfer all, or identifying and selecting these projects. part, of its endowment to a designated Fund within The Greater Kanawha Valley Foundation, agency funds can help reduce administrative challenges. Individual donors Donor Advised may also establish agency endowments to help support Donor advised funds are for those who wish to remain the ongoing mission of a charitable organization of their active in the giving process. As a donor, you reserve the choosing. The Foundation considers the management right to make grant (giving) recommendations to specif- of agency endowments a service. This partnership truly ic charitable organizations that have meaning for you. brings economies of scale, expertise, and reduced Fund The flexibility of this type of fund allows you to vary your management costs to other charitable organizations. charitable contributions from year to year, and encour- It will also protect the individual agency’s hard-earned ages philanthropy of future generations. Investments, endowment and ensure it is always available to support its paperwork, and grantee monitoring are all handled by the charitable mission. Foundation, with recognition to the donor for the gift. 41 42 ow to Create a New Fund
1 Define your 3 Meet with 6 Complete the charitable objectives the Foundation “Fund Agreement.” and meet with your President professional advisor. and CEO. 7 Transfer gift assets to the Foundation. 2 Select the best asset 4 Decide the type for funding your gift. of fund that is 8 WELCOME best for you. to the Foundation!
5 name the fund.
43 2015 New Funds
Charles T. & Eva N. Ledbetter Nelle Chilton Family Fund Charitable Fund A discretionary fund created by Nelle Chilton for general A donor-advised fund created by Charles T. and Eva N. charitable purposes. Ledbetter for general charitable purposes. James Alva McClanahan & Thelma Harrison Lincoln County Hall of Fame McClanahan Memorial Fund Scholarship Fund A donor-advised fund created by Estate of James and A scholarship fund created by Stephanie D. Thacker and Thelma McClanahan to provide scholarships to students Harold Edwards to enable Lincoln County High School attending the University of Charleston who are seeking seniors to attend a college or university of their choosing. degrees in business administration or economics and support to the Bream Memorial Presbyterian Church. Lincoln County Parks & Recreation Non-Endowed Fund Frank & Joan Allison Badger Fund A donor-designated fund created by the Lincoln County A discretionary fund created by the Estate of Frank W. and Commission to provide support for the Lincoln County Joan Allison Badger for general charitable purpose. Parks and Recreation. James A. & Gaye H. Skeens Memorial Fund Vaughan Family Dementia Foundation Fund A donor-designated fund created by the Estate of James A donor-advised fund created by Dennis R. Vaughan and A. Skeens, Jr., to provide support to the Charleston Lara Nicole Vaughan for general charitable purposes. Salvation Army.
ZMM Fund A donor-advised fund created by the ZMM, Inc., for general charitable purposes in the areas of arts, culture, and education.
Starting clockwise: ZMM team, David Ferguson, Firm Principal; Steve Hedrick, Structural Engineer; Marie McCauley, Architect; Mary Jo Cleland, Civil Engineer
44 Funds Administered by the Foundation Unaudited Market Value Grants as of to Date 12/31/2015 2015
Robert Lytle Anderson $635,345.74 $145,449.00 Marian H. Angell Memorial Fund $41,341.60 $56,157.00 Armbrecht Family Fund $315,930.83 $381,350.00 John C. and Ada K. Arter Memorial Fund $132,027.03 $52,138.00 Robert D. Ashworth Fund $159,296.01 $213,597.00 Aurady Fund $30,545.08 $49,351.00 Mr. and Mrs. Richard H. Ayre Fund $1,694,124.98 $1,572,398.30 The Charles W. Ballard and Susan H. Ballard Fund $19,182.27 $24,381.20 Mary Frances Bannerot Fund $28,682.26 $24,242.00 Dr. Joseph C. Basile, II Memorial Scholarship Fund $30,179.43 $23,110.00 Jack Basman Nursing Scholarship Fund $357,839.94 $95,708.00 The Beatrice Bell Memorial Fund $80,685.09 $81,955.00 Beni-Kedem Shrine Temple Fund $8,248.47 $9,544.00 Bernadine Bess Memorial Trust Fund $123,619.34 $140,000.00 Black Diamond Girl Scout Council Fund $34,548.62 $42,071.00 W. P. Black Scholarship Fund $2,167,633.11 $3,082,436.00 Catherine S. and Andrew L. Blair Fund $14,777.38 $13,687.00 Fred A. Bloomberg Scholarship Fund $54,222.65 $18,077.00 Juanita M. Boll Memorial Fund $103,443.47 $99,413.00 William H. Botkin and Viola V. Botkin Fund $115,025.12 $199,405.00 Franklin W. and Helen S. Bowen Fund for Calvary Baptist Church $47,694.49 $26,467.00 Franklin W. and Helen S. Bowen Fund for First Baptist Church of Clendenin $46,725.07 $21,834.00 Franklin W. and Helen S. Bowen Fund for the Town of Clendenin $48,321.77 $25,795.00 Franklin W. and Helen S. Bowen Fund for Mt. Lebanon Baptist Church of Pittsburgh $47,373.58 $30,449.00 Bowles, McDavid, Graff and Love Charitable Trust in Memory of Paul N. Bowles $86,499.48 $32,276.00 Kenneth H. Bowyer Memorial Fund $29,344.04 $31,215.00 Garth Derek Brown Memorial Fund $10,219.84 $6,002.00 The Pauline Haddad Bsharah Scholarship Fund $30,749.47 $28,614.00 The Marshall Buckalew and Mary Hover Buckalew Charitable Fund $8,743.04 $12,468.00 Cabin Creek Quilts Endowment Fund $15,962.80 $6,333.00 Cabot Foundation Fund $23,437.51 $35,785.00 C.A.M.B. Fund $264,650.66 $115,525.00 Charleston Area Medical Center Educational and Medical Services Fund $90,201.44 $151,626.00 The Camp Kno-Koma Fund $44,062.99 $74,452.00 Caperton Fund $1,002,107.88 $690,303.02 Dr. Gustavus B. Capito Fund $279,118.42 $429,063.00 Capito Family Fund $47,606.51 $52,166.00 Gustavus B. Capito Fund for Nursing Education $159,626.52 $174,254.00 Carbon Fuel Foundation Fund $897,939.52 $1,156,219.00 Miriam Duling Carter Memorial Fund $14,038.15 $19,921.00 Thomas N. Chambers Administrative Fund $135,671.66 $98,925.98 Charleston Ballet Endowment Fund $51,769.50 $8,503.00 Charleston Lions Club Fund $83,421.67 $29,069.00 Charleston Memorial Eye Clinic Trust Fund $89,889.30 $170,275.00 Charleston Rotary Club Scholarship Fund $87,337.60 $43,405.00 Charleston Symphony Orchestra Endowment Fund $42,711.00 $86,020.00 Senator William E. Chilton, Sr. Fund $316,830.66 $456,340.00 Mr. and Mrs. W. E. Chilton, III Fund $279,956.52 $489,438.00 City National Bank Fund $261,008.93 $56,654.00 Ellsworth R. and Caroline H. Clark Fund $264,321.66 $150,939.00 Juliet Staunton Clark YWCA Building Endowment Fund $433,305.26 $390,700.53 Buckner W. Clay, III Fund $175,645.19 $249,894.00 Helen R. Coffindaffer Revocable Inter Vivos Trust $11,528.75 $2,648.00 Louis W. Cohen Fund $58,663.69 $68,745.00 C. Raymond and Delsia R. Collins Fund $298,549.51 $95,000.00 Columbia Gas Fund $34,725.98 $44,635.00 Cynthia Lorentz Cook Memorial Fund $18,967.79 $18,798.00 Cox-Morton Fund $349,631.54 $522,503.00 The Mason Crickard Fund $4,917,344.14 $8,178,878.00 J. Hornor Davis, II Fund $72,957.04 $95,659.00 Diana B. Deardorff Memorial Scholarship Fund $9,756.40 $6,954.00 Jerome H. Deutsch Memorial Fund $100,106.58 $86,724.00 The Jane M. DeVan and Rugeley P. DeVan, Jr. Fund $10,640.03 $21,740.00 John L. and Maude H. Dickinson Fund $10,324,872.75 $3,532,385.23 45 Funds Administered by the Foundation Unaudited Market Value Grants as of to Date 12/31/2015 2015
Mary Lewis Dickinson Fund $1,628,782.85 $2,261,448.06 Jerry L. Dove Memorial Trust Fund $29,790.60 $29,775.00 Zelma F. Drennen Memorial Fund $312,712.15 $515,306.50 James F. Duncan Charitable Fund $7,823,116.58 $3,682,263.00 James F. Duncan Homeless Fund $277,808.62 $121,902.00 Max and Louise England Fund $538,418.90 $0.00 The Bayard F. Ennis Fund $500,606.71 $810,639.25 Lloyd Erhard, Jr. and Margaret B. (E.) Erhard Trust Fund $2,283,536.25 $801,535.00 Mary Jane Mason Fisher General Fund $99,591.52 $31,555.32 Norman S. and Betty M. Fitzhugh Fund $14,731.93 $9,650.00 Richard C. Flint Scholarship Fund $332,713.51 $217,260.00 Marion Francis Fortney and Lora C. Fortney Fund $367,669.64 $236,756.00 Brent B. Galyean Memorial Fund $22,104.11 $19,834.00 General Scholarship Fund $218,889.25 $164,590.00 Rebecca Dickinson Goldsmith Memorial Fund $194,916.57 $282,010.00 Goldsmith Fund #2 $7,758.36 $25,339.00 Mr. and Mrs. William L. Goldsmith Memorial Fund $25,403.02 $27,816.00 Helen Moore Goode Memorial Scholarship Fund $34,108.43 $20,806.00 Nan Nash Grosscup Fund $16,954.69 $20,231.00 Fred Haddad General Fund $230,380.52 $370,477.00 Fred Haddad (Special Funds) $137,577.47 $240,744.00 The W. Baker Hall Memorial Fund $3,165,057.52 $4,347,824.00 Jeanne and Lawson Hamilton Fund $1,849,771.13 $1,963,410.00 James L. and Lillian Kennedy Harris Family Fund $33,747.21 $28,412.00 John Roy Harris Fund $106,431.01 $37,768.00 Betty Herscher Fund $524,189.08 $326,870.00 George and Patty Herscher Fund $179,805.80 $261,825.00 Georgia Singleton Herscher Memorial Fund $73,025.41 $93,035.00 Grace S. Herscher Memorial Fund $193,962.61 $194,730.00 Philip A. Herscher Memorial Fund $128,297.48 $184,235.00 Morton F. Hess Memorial Fund $21,780.54 $30,822.00 Arthur B. Hodges Center Fund $11,811.98 $5,203.00 Holz School Fund $97,948.31 $42,373.00 Nicholas and Rose W. Howard Charitable Family Fund $35,116.31 $50,744.00 J. W. and Gabrielle P. Hubbard (2) $8,594,141.06 $0.00 Woody and Helen Hunsinger Fund $13,914.32 $9,987.00 Blanche E. Jacobson Cultural Fund $1,281,246.43 $1,681,649.00 Bernard H. and Blanche E. Jacobson Fund $53,973.38 $105,752.00 Bernard H. Jacobson Cultural Fund $1,150,398.42 $1,700,464.00 Dorothy M. and Charles N. Jardin Fund $433,710.08 $315,355.00 The Raleigh and Rita Jimison Fund $5,750.00 $14,742.00 Raleigh A. and Rita H. Jimison Fund #2 $1,201,684.87 $579,553.00 Elizabeth S. Johnston Memorial Fund $116,844.82 $113,522.40 Franklin Johnston Fund $115,357.62 $54,254.70 The Jones Family Fund $754,320.10 $2,719,518.25 The Charles T. and Mary Ellen Jones General Fund $223,077.25 $342,770.00 The George W. Jones, Jr. Memorial Fund $13,479.65 $21,638.00 The Herbert E. Jones, Jr. and Gloria C. Jones General Fund $285,446.84 $341,518.00 Walter and Lillian Judy Fund $140,851.14 $168,170.00 Kamm Family Fund $730,756.58 $497,981.00 Lucina M. Keane Memorial Fund $70,080.05 $112,098.00 David Ray Keenan Scholarship Fund $53,353.59 $20,523.00 Kelley-Green Fund $26,361.58 $31,824.00 Harry R. Kessell and Pauline K. Davis Fund $24,788.40 $27,499.30 James and Ruth Kessler Advised Fund $1,482,077.57 $1,635,400.00 James and Ruth Kessler Designated Fund $357,275.35 $664,123.00 George King Scholarship Fund $23,841.45 $30,808.00 Henry E. King Scholarship Fund $97,152.10 $34,897.00 King-Alderson Family Fund $251,758.73 $91,110.00 Kleeman Family Fund $213,532.77 $164,085.00 Nancy Chilton Nelson Knapp Memorial Fund $51,678.34 $78,439.00 Frank A. Knight Memorial Fund $83,566.24 $166,599.00 Alice Ann Koontz Fund $24,432.74 $44,965.00 F. B. Lamb Fund $1,117,073.51 $455,044.00 46 Funds Administered by the Foundation Unaudited Market Value Grants as of to Date 12/31/2015 2015
Mr. and Mrs. Robert W. Lawson, Jr. Fund $64,079.71 $60,382.00 Della R. P. Lewis Fund for Calvary Baptist Church $960,809.14 $1,269,216.00 Della R. P. Lewis General Fund $252,900.89 $296,678.00 Stanley Loewenstein Memorial Fund $216,356.82 $155,055.00 Loewenstein Funds (3) $355,908.80 $513,248.00 Michael Brian “Boo” Lopez Memorial Scholarship Fund $36,285.08 $25,508.00 Lillian M. Mairs Fund $25,186.89 $7,342.00 L. K. and Elizabeth F. Marmet General Fund $19,673.72 $32,381.00 Leopold K. and Elizabeth F. Marmet Scholarship Fund $8,179,685.14 $995,000.00 Nathan and Sarah Maslow Fund $785,256.34 $463,533.00 Brooks F. and Jane Mason McCabe Fund $36,035.38 $22,535.00 James & Thelma McClanahan $2,552,364.29 Alfred and Lucy W. McClung Fund $2,288,657.74 $250,921.00 Madeline B. McCrum Fund $204,435.04 $41,500.00 The J. E. and Elizabeth R. McDavid Fund $199,175.34 $313,296.00 John F. and Ruth B. McGee Advised Fund $577,966.56 $1,958,880.00 Lillian Walker McGurl Fund $134,770.51 $207,256.00 McJunkin-Jones Family Fund $28,368.94 $46,080.00 The Simon Meyer Fund $180,832.26 $136,645.00 Mary S. Moses Memorial Fund $136,682.01 $50,161.00 Charles Edwin Mottesheard Memorial Fund $10,569.52 $7,585.00 Margaret Ann Moyer Fund $1,117,131.51 $147,774.00 Mr. and Mrs. Eric Nelson Fund $180,612.90 $137,310.00 Harriet Engstrom Nelson Fund $213,908.67 $149,800.00 Robert A. and Mary E. Nickell Fund $11,368.97 $10,085.60 Olive Branch Bible Class Fund $26,307.19 $41,889.00 One Valley Community Trust Fund $171,262.70 $118,445.79 Bernice Pickens Parsons Fund $171,609.43 $190,607.00 Charles Estil Pauley Memorial Fund $14,145.78 $17,777.04 Jean Stuart Pelzel Memorial Fund $45,287.07 $35,219.00 The Peyton Fund $256,861.52 $445,973.00 Angus E. and Nina Peyton Fund $155,646.11 $26,821.15 Peyton Fund #2 $8,975.31 $438,379.91 J. Roy, Lillian May, John E. and Florence B. Pierson Fund $281,017.08 $17,000.00 John W. Powell, Jr. and Ruth E. Powell Fund $89,830.12 $87,523.00 The Mary T. Price Scholarship Fund $34,701.18 $14,700.00 Prichard Fund $71,400.27 $80,766.00 Prichard Fund No. 2 $86,215.99 $167,633.00 Public Health Nursing Fund $35,758.05 $56,716.99 Patrick Koontz Ragland Fund $68,326.78 $55,503.00 Nancy Gay Randolph Fund $1,248,541.32 $851,955.00 Esther Bergman Rankin Fund $225,971.37 $126,532.00 Mary Price Ratrie Fund $10,785,198.70 $449,513.02 John V. Ray Fund for Christ Church United Methodist $11,624.01 $23,741.00 John V. Ray Fund for Kanawha County Public Library $11,621.70 $23,731.00 Redmond-Bennett Fund $544,032.03 $84,465.00 Noah Porter Rhinehart and Myrtle Couts Rhinehart Fund $2,891,972.90 $1,655,950.08 Rose C. Riggio Scholarship Fund $18,085.45 $5,358.00 Alfred Davis Roberts, III Memorial Fund $16,443.73 $33,760.00 George and Josephine Rogers Fund $4,636,663.52 $1,814,166.75 Haven T. Rollins Memorial Fund $521,932.11 $144,198.00 W. Michael Rollins Memorial Fund $14,805.33 $35,720.00 J. Paul and Amy Nuttall Rusk Fund $224,143.88 $301,370.53 Saint Albans Public Library Fund $109,606.30 $29,492.00 St. Mark’s Episcopal Church Fund $191,840.36 $142,192.76 Schoenbaum Fund $3,877,102.78 $8,165,229.55 SCPA Scholarship Fund $178,686.42 $235,181.00 Shapero $94,290.45 $0.00 Edward L. and Dolly Sherwood Fund $70,927.69 $33,801.00 Harry and Florence Silverstein Fund $27,116.21 $18,076.00 Elizabeth and Herchiel Sims Fund $253,258.13 $107,628.00 Mary Madeline Sims Advisory Fund $188,049.36 $45,928.00 The R. Ray Singleton Memorial Fund $127,848.78 $104,138.00 Paul A. and Maxine K. Skaff Fund $46,831.53 $34,765.00 47 Funds Administered by the Foundation Unaudited Market Value Grants as of to Date 12/31/2015 2015
John D. and Jane Smallridge Memorial Fund $79,521.34 $82,995.00 Caroline S. Smith Fund in memory of Gerald G. and Caroline Snider Smith $595,468.48 $245,669.00 Lois McDaniel Smith Memorial Fund $28,516.26 $35,835.00 Robert L. Smith Memorial Fund/Charleston Gazette Fund $487,741.79 $705,669.00 Brandon Matthew Sneed Memorial Scholarship Fund $55,661.43 $55,116.00 Sarah Florence Spencer Memorial Fund $13,452.15 $11,501.00 Charles B. and Judith W. Stacy Fund $600,669.32 $154,357.00 Fannie and Morris Steiger Fund $31,311.03 $29,998.00 Ann Bond Stephens and Thomas M. Stephens Charitable Fund $512,083.56 $756,524.00 A. Guy Stone Memorial Library Fund $7,539.58 $14,350.00 Sunrise Museums Fund $58,689.94 $84,516.00 Tattersall Family Fund $29,584.85 $16,155.00 Andrew K. Teeter Scholarship Fund $43,492.12 $42,409.00 Margaret Howard Teeter Fund $17,114.02 $10,702.00 Albert and Helen Thalheimer Fund $150,930.75 $116,512.00 The L. Newton and Katherine S. Thomas General Fund $2,264,484.17 $2,726,296.00 The Elizabeth H. Thomas Scholarship Fund $35,318.34 $17,000.00 Mary F. Thomas Memorial - General Fund $173,360.54 $256,320.00 Mary F. Thomas Memorial - Salvation Army Fund $201,646.89 $258,757.00 John H. and Antoinette B. Thomas Scholarship Fund $81,381.33 $11,500.00 Emmy Lou Tompkins Fund $291,291.66 $79,200.00 Tri-State Roofing and Sheet Metal Company Prize Fund $32,327.02 $19,634.00 Trustees’ Fund $63,058.48 $31,000.00 Elizabeth Underwood Scholarship Fund $9,273.31 $6,099.02 The United Way Endowment Fund $348,060.98 $443,170.00 The University of Charleston Centennial Trust Fund $1,921,823.62 $2,667,703.00 Paul and Opal Vaughan Fund $39,369.29 $49,398.00 Frank Veltri Thanksgiving Day Dinner Fund $358,811.66 $221,345.30 Clarice R. Vineyard Fund $206,055.93 $150,556.99 Stephen C. and Adeline J. Voorhees Fund $255,497.67 $392,978.00 Booker T. Washington Memorial Fund $49,387.80 $27,610.00 Henry Louis Wehrle, Jr. Memorial Fund $13,074.84 $18,140.00 The Westmoreland Coal Company Fund for Medical Scholarships and Other Charitable Purposes $561,098.03 $233,766.00 Mary Ratrie Wick Family Fund $14,871.31 $7,283.00 Women’s Health Center Fund $48,297.94 $243,524.00 The Wright Family Fund $80,030.52 $58,782.00 The West Virginia Nurses Memorial Fund $47,433.03 $1,000.00 Friends of West Virginia Public Radio Endowment Fund $123,587.52 $9,434.00 The West Virginia Symphony Orchestra Permanent Endowment Trust Fund (3) $2,475,807.18 $3,065,004.00 The John L. and Sallie F. McClaugherty Conductor’s Podium Endowment Sub-Fund of the $341,250.04 $127,425.00 WV Symphony Orchestra WVHFMA Scholarship Fund $13,057.59 $12,705.00 Eleanora Gibbs Wylie Scholarship Fund for Nursing Education $7,488.91 $6,004.00 General Funds (4) $752,892.86 $666,398.04
TOTALS $128,405,951.69 $91,761,903.56
48 Funds Held in TGKVF, Inc. Unaudited Market Value Grants A Supporting Organization of The Greater Kanawha Valley Foundation as of to Date 12/31/2015 2015
Kista M. and Philip Ammar Memorial Fund $105,269.73 $10,246.00 Florette Angel Fund for Children’s Advocacy $41,051.10 $14,637.00 African American Philanthropy in Action Fund (AAPA) $22,782.59 $4,750.00 Armbrecht Family Land Use Planning and Conservation Fund $137,752.46 $69,877.00 Stuart and Lucille Armstrong Scholarship Fund $55,707.35 $8,200.00 Frank & Joan Allison Badger $31,667.31 Dale C. Bailey Memorial Scholarship Fund $41,057.78 $11,650.00 Frederick G. Bannerot, III Fund $199,633.16 $52,786.00 Cyrus J. Barton, Jr. Memorial Fund $11,768.94 $5,791.00 Mike and Susan Basile Fund $20,631.92 $6,431.00 The Bhirud Family Fund $33,568.06 $13,768.00 Robert N. Bland Memorial Fund $12,646.38 $420.00 Blessed Sacrament Church $112,115.17 $30,112.00 James E. and Barbara J. Boggs Scholarship Fund $52,781.77 $14,150.00 Boone County Community Foundation Funds (16) $1,415,518.18 $176,381.83 Edward Issac Borstein and Ellen Lydia Borstein Memorial Fund $80,035.55 $33,095.00 Lynda Bowen Scholarship Fund $38,534.37 $4,716.00 The Anderson H. Brown and Captolia Casey Brown Memorial Fund $14,365.40 $2,391.00 Adam S. Burford Memorial Fund $18,028.24 $4,300.00 Adam Michael Burns Memorial Scholarship Fund $46,388.28 $5,251.00 Drs. Charlene H. Byrd and Charles R. Byrd $52,374.19 $5,250.00 Dee Caperton Kessel Fund $600,354.91 $294,301.00 Donald E. Casdorph Fund $1,008,613.48 $261,852.00 Paul L. Cassis Memorial Fund $21,550.37 $11,222.00 Cavalier-Nichols Family Scholarship Fund $18,595.14 $6,294.50 Ceperley-Cook-Hopper Family Fund $91,469.99 $12,046.00 Charleston Montessori School $118.86 $0.00 Charleston Vandalia Rotary Scholarship Fund $19,075.08 $4,763.00 Chilton, Nelle Family Fund $40,882.11 William O. Clarkson Fund $330,959.28 $136,818.00 Class of 1946 Charleston High School Scholarship Fund $83,923.62 $14,500.00 Clay Center Maintenance Fund $48,525.21 $22,373.00 Jahlil Clements $6,328.37 $4,000.00 Lenore Cox Compton Memorial Fund $10,432.07 $11,208.00 The Earl F. Cottrell Scholarship Fund $11,584.61 $6,176.00 Covenant House Fund $2,764.99 $0.00 Thomas R. and Mary A. Cox Fund $44,656.93 $11,329.00 Charleston Chapter of the West Virginia Society of CPA’s Accounting Scholarship Fund $21,171.14 $6,687.00 F. Waldo Craig Fund $26,406.68 $16,654.00 Crichton High School Alumni Scholarship Fund $19,756.63 $5,949.00 The Crislip Fund $63,272.65 $5,000.00 J. D. Cutlip Scholarship Fund $28,851.43 $9,650.00 Cyrus, Ester and Inez $45,104.93 $0.00 F. M. Davis Fund $234,992.16 $181,265.00 James Delforge Memorial Fund $189,674.82 $31,555.00 St. Albans Public Library Internship - Delforge Sub Fund $14,415.68 $4,000.00 Dingess-Rum Properties, Inc. Fund $11,747.95 $266,250.00 Edgar A., Jr. and Bette A. Dumont Fund $705,517.21 $98,939.00 Dunlap-Ellis Scholarship Fund $14,231.00 $909.00 Thad Epps Memorial Scholarship Fund $38,068.87 $5,525.00 Les and Verna Evans Memorial Fund $993,946.26 $392,589.00 Brooksie Boggs Fannin Riverside High School Scholarship Fund $246,029.65 $128,000.00 Arthur M. and Laila Maki Ferenz Scholarship Fund $1,270,375.31 $97,333.80 Pamela Fuller Memorial Scholarship Fund $22,001.80 $2,000.00 Fund for the Art $184,191.98 $54,869.00 Charles Quincy Gage Memorial Fund $14,563.20 $8,655.00 Dennis Carlton Gandee Memorial Scholarship Fund $9,398.16 $1,000.00 The Gaunch Family Fund $369,255.96 $198,381.00 Geraldine Gee Memorial Nursing Scholarship Fund $22,423.10 $4,350.00 George, Helen Memorial Fund $9,233.35 $0.00 The Deputy William G. “Billy” Giacomo Scholarship Fund $28,510.41 $8,150.00 William G. “Billy” Giacomo Fayette County Firefighters Memorial Scholarship Fund $26,255.92 $2,150.00 The Roxanna Glass Memorial Scholarship Fund $29,552.92 $14,644.00 Rebecca Beattie Goldman Nursing Scholarship Fund $13,046.25 $3,900.00 49 Funds Held in TGKVF, Inc. Unaudited Market Value Grants A Supporting Organization of The Greater Kanawha Valley Foundation as of to Date 12/31/2015 2015
Rebecca Hoskins Goodwin Scholarship Fund/Sub Fund to St. Albans HS Fd $24,170.41 $17,250.00 Greater Kanawha RC & D Fund $76,886.72 $14,615.00 Greater Kanawha RC & D Non-Endowed Fund $23,955.79 $2,041.00 Richard Green Memorial Scholarship Fund $9,879.76 $1,000.00 Donald S. Groves, MD Memorial Award Fund $60,316.35 $25,470.00 Phlip Haddad Scholarship Fund $78,722.32 $13,800.00 Haddad Riverfront Park Endowment Funds (2) $191,635.50 $68,330.00 Joan T. Hairston Scholarship Fund $8,655.83 $0.00 Edward E. Hale College Administrative Services Fund $53,923.63 $200,800.00 Sibyl Hall Fund $751,631.05 $482,468.00 Dr. O.M. and Ruth A. Harper Scholarship fund $60,014.81 $9,800.00 Vernon B. (Bucky) Harris Fund $231,582.93 $92,301.00 Lorena Hefner Memorial Fund $36,705.60 $35,866.00 Bessie E. Henson Memorial Fund $327,441.01 $72,444.00 Robert Crawford Hieronymus Fund $10,118.09 $2,867.00 Emmel V. Hodges Memorial Fund $296,869.85 $185,044.00 Bill and Nancy Hollis Fund $4,935.70 $3,246.00 David Andrew Hood Memorial Scholarship Fund $40,600.87 $19,447.00 Charles Hopkins Fund $22,453.56 $4,188.00 John Hopkins Fund $10,249.86 $1,485.00 Dr. George N. Howard Fund $11,205.81 $7,475.00 Glenn (Fritz) Howard and Lois Wingett Howard Memorial Fund $38,114.23 $8,064.00 J. W. Hubbard, Jr. and Gabrielle P. Hubbard (1) Fund $995,727.13 $121,332.00 Paris Hudnall Memorial Scholarship Fund $29,922.85 $9,850.00 Mary E. (Nalbach) Huseby Memorial Scholarship Fund $35,245.67 $7,314.00 The Jennings Family Fund in Memory of Mary M. Jennings $53,814.10 $21,924.00 Charles H. James II & Lucia Bacote James Scholarship Fund $12,184.81 $0.00 Lois Geraldine and Charles Edward Jeffery Funds (2) $953,557.88 $73,757.00 Ruth Ann Johnson Fund $1,096,198.08 $846,511.00 T. Marshall Jones Fund $42,449.73 $14,621.00 Junior League of Charleston Charitable Fund $48,498.81 $23,867.00 Junior League of Charleston Rebecca Dickinson Goldsmith Scholarship Fund $27,783.61 $14,363.00 Kanawha Valley Dental Health Fund $9,966.06 $5,566.00 Kanawha Valley Mining Institute Scholarship Fund $121,761.00 $2,000.00 Kanawha Valley Senior Services #2 $10,051.83 $4,531.00 Lois and Lawrence C. Kaufman, Jr. Fund $21,606.14 $3,989.00 Clarence C. and Jeanette Hodges Keeney Fund IMO Elza Jo Halstead $9,656.45 $6,740.00 Clarence C. and Jeanette H. Keeney Fund (Keeney #2) in memory of Byrd and Ada White $9,734.65 $4,892.00 Clarence C. and Jeanette H. Keeney Fund (Keeney #3) in memory of David L. and M. Alice Hodges $9,643.24 $4,114.00 Clarence C. and Jeanette H. Keeney Fund (Keeney #4) in memory of James Arthur Skeens, III $9,873.47 $4,594.00 Clarence C. and Jeanette H. Keeney Fund (Keeney #5) in memory of Gaye Hodges Skeens $10,383.49 $6,046.00 Clarence C. and Jeanette H. Keeney Fund (Keeney #6) in memory of Emmel V. Hodges $10,040.89 $6,427.00 Clarence C. and Jeanette H. Keeney Fund (Keeney #7) $145,692.72 $26,932.00 Clarence C. and Jeanette H. Keeney Fund (Keeney #8) in memory of David L. Hodges, Jr. $10,021.42 $3,436.00 Clarence C. and Jeanette H. Keeney Fund (Keeney #9) in memory of Lee R. Hodges $10,009.94 $3,437.00 Keep A Child In School Fund $373,557.05 $99,000.00 Keffer, Frank and Opal Memorial Fund $193,727.71 $0.00 Elizabeth P. Kenna Fund $1,195.38 $0.00 James S. Kessel Scholarship Fund $27,895.53 $14,512.00 Kids Chance of West Virginia, Inc. Scholarship Fund $199,601.71 $119,000.00 Dr. Charles and Margaret White Kniseley Memorial Fund $382,888.20 $355,118.00 Milton S. Koslow Fund $610,768.37 $128,383.00 Norman Kristic, Jr. Fund $10,066.88 $10,343.00 KVCOP Community Initiative Fund $159,060.99 $97,500.00 KVCOP Safety Net Fund $73,583.67 $0.00 James and Marianne Lane Family Fund $12,724.79 $3,639.00 Charles and Eva Ledbetter Fund $99.96 Legal Aid of West Virginia, Inc. Fund $107,481.24 $32,474.00 Tressa L. Legg Scholarship Fund $33,989.23 $11,950.00 Joseph Leslie Memorial Scholarship Fund $132,598.65 $25,300.00 The Lincoln County Community Fund $34,453.72 $69,415.07 Lincoln County Parks & Recreation Fund $76,095.41 $3,767.00 Lincoln County Parks & Recreation Non-endowed Fund $10,188.00 $0.00 Lincoln County City National Bank Fund $36,712.42 $1,777.00 50 Funds Held in TGKVF, Inc. Unaudited Market Value Grants A Supporting Organization of The Greater Kanawha Valley Foundation as of to Date 12/31/2015 2015
Lincoln County Hall of Fame Scholarship Fund $2,064.89 $0.00 Literacy WV Scholarship and Recognition Fund $23,284.83 $3,693.00 Little Things Foundation Fund $19,424.20 $5,000.00 Living A.I.D.S. Memorial Garden Fund $34,933.20 $6,458.00 Charles W. Loeb Valley Promotion Fund $51,283.86 $24,873.00 Jon Loftis Fund $5,688.70 $381,755.86 Joseph Mifflin Lorentz and Beatrice Stephenson Lorentz Memorial Scholarship Fund $21,024.20 $4,450.00 Dr. Henrietta Marquis Fund $70,199.58 $7,176.00 Math and Science Scholarship Fund $408,903.12 $68,254.00 Mayor Jones Fund $2,516.02 $104,400.00 Attison McClanahan Academic Scholarship Fund $69,765.43 $16,500.00 Michael W. McDaniel Memorial Scholarship Fund $24,728.02 $98,000.00 Britt and Judy McJunkin Fund $15,117.32 $2,256.00 Thomas McJunkin Education Elevators-WV Fund $101,805.10 $41,328.00 Ernest and Iva Mearns Fund $179,687.63 $88,068.28 Adam Meyer Mental Health Assistance Fund $28,946.80 $10,537.00 Montgomery Rotary Scholarship Fund $18,708.04 $1,600.00 Harry S. and Mary Ellen Moore Fund $28,266.22 $3,449.00 OL “Leff” Moore Memorial Scholarship Fund $10,540.98 $0.00 Earl and Betty Ann Morton Fund $10,301.02 $6,082.00 Drew Morton Memorial Scholarship Fund $50,384.04 $6,000.00 Margaret Parsons “Porky” Moss Scholarship Fund $13,494.16 $2,595.00 Mountain Heart Foundation Fund $31,099.75 $9,086.00 City of Charleston, WV Municipal Auditorium Fund $98,010.69 $31,578.00 Municipal Beautification Commission Fund $30,306.08 $0.00 The Coleman Murphy, Jr. Memorial Scholarship Fund $12,767.32 $4,665.00 Tom Murphy Memorial Fund for the Promotion of Music and Dance $13,305.09 $4,291.00 Nitro Community Fund $6,205.52 $4,439.04 Jesse W. and Elizabeth Rust O’Hair Fund $41,649.25 $12,269.00 The Onion Fund $163,019.49 $38,227.00 Lillian Ostrin Fund $249,111.32 $119,977.00 Bertram and Nancy Payne Memorial Fund $265,137.88 $79,638.00 James F.B. Peyton Fund $52,831,903.01 $4,490,970.00 John A. and Lucille S. Pianfetti Fund $86,744.79 $35,354.00 Katherine Poe Fund $138,846.81 $19,002.00 Potesta Family Fund $40,350.29 $5,422.00 Mr. & Mrs. Robert Lindsey’s Fund for Putnam County Library $154,464.46 $5,772.00 Evelyn Quick Capital High School Scholarship Fund $19,859.93 $4,400.00 Tim Randolph Soccer Scholarship Fund $12,063.06 $2,080.00 Shirley C. Rawlins Fund $11,744.33 $5,432.00 Rea of Hope Fund $55,135.26 $13,263.00 Paul A. and Grace C. Rhudy Scholarship Fund $10,250.66 $4,657.00 Michael D. Richmond Memorial Fund $10,107.93 $5,377.00 Friends of Riverside Fund (formerly Riverside High School Fund) $9,540.60 $273,688.00 Riverside Math & Science Fund $28,893.33 $6,250.00 Helaine and Charlie Rotgin Family Fund $8,900.06 $7,600.00 St. Albans High School Foundation Fund $29,682.72 $4,000.00 Shepherd Family Fund In Memory of Walton S. Shepherd, Jr., J. Banks Shepherd, and Edwin M. Shepherd $41,080.48 $9,500.00 Shepherd, Ruth E. #1 $9,716.62 $0.00 Shepherd, Ruth E. #2 $9,719.53 $0.00 Nancy Brown Sheridan Fund $24,499.97 $12,667.00 Alan Douglas Sinclair Memorial Fund $10,424.32 $5,003.00 Pauline G. Sisson Fund $218,833.22 $84,029.00 Sissonville High School Foundation Fund $14,132.78 $3,318.00 James and Gaye Skeens Memorial Fund $16,800.00 $0.00 Sr. Mary Pellicane, r.c. WVIS Endowment Fund $4,863.96 $0.00 Laura Small Memorial Fund $16,644.47 $7,251.00 The Betty Anne Smith Continuity Fund $8,934.40 $5,966.00 Betty Anne Smith Family Service Fund $13,401.03 $6,470.00 Herb Smith/Eunice Fleming Scholarship Fund $11,767.35 $500.00 Mildred Snyder Family Donor-Advised Fund $49,132.79 $5,883.00 The Mildred Snyder Weight Watchers Academic Scholarship Fund $50,946.44 $3,850.00 Fund for Special Olympics West Virginia $13,280.52 $608.00 Irenaeus J. and Minnie Putney Stanley Trust $163,686.36 $87,518.00 51 Funds Held in TGKVF, Inc. Unaudited Market Value Grants A Supporting Organization of The Greater Kanawha Valley Foundation as of to Date 12/31/2015 2015
Mary N. Staples Humane & Hospice Fund $3,101.73 $0.00 Asa Andrew Stemple Scholarship Fund $104,591.21 $14,850.00 John C. Steven, Jr. Engineering Scholarship Fund $11,746.30 $2,900.00 Kenneth Stollings Memorial Engineering Scholarship Fund $13,757.31 $1,819.00 Garland and Bernice Stover Fund $14,646.61 $3,106.00 Bill O’Dell Teen Institute Fund $1,552.66 $0.00 Thalheimer Family Supplemental Scholarship Fund $120,185.85 $19,175.00 John and Cookie Thomas Memorial Fund $34,650.54 $5,721.00 Dora Elizabeth Thompson Memorial Fund $386,850.35 $211,468.00 Raymond Thompson Memorial Scholarship Fund $40,678.93 $15,529.00 Thompson-Bolt Scholarship Fund in memory of Lester and Isabel Thompson and Lee and Llewellyn Bolt $35,574.69 $11,250.00 Triana Energy Fund $3.28 $3,967,951.07 Nicholas and Mary Agnes Trivillian Memorial Scholarship Fund $622,807.01 $612,771.00 United Way Foundation Fund - General Sub Fund $5,138.54 $0.00 Sam R. Uppala Fund $41,868.66 $17,420.00 Vaughan Family Dementia Fund $21,790.29 $0.00 Doris Chandler Waddill Memorial Fund $23,590.27 $10,609.00 Waggy Family Charities Fund $25,633.16 $67,900.00 Gene T. and Bonnie K. Waggy Gift Fund $80,850.91 $19,477.00 J & J Waggy Charities Fund $174,736.76 $65,500.00 Mabel W. Walker Fund $682,449.48 $90,563.75 Andrew T. and Jane S. Walter Fund $17,155.22 $9,452.00 Kenneth and Mildred Ward Scholarship Fund $142,205.10 $35,500.00 H. B. III and Cecilia H. Wehrle Fund $255,449.48 $2,102,208.00 West Teays Elementary School Fund $3,175.03 $0.00 Sam Wilan Fund $284,512.94 $32,792.00 The Women Working Fund $17,195.21 $1,982.00 West Virginia Breast and Cervical Cancer Diagnosis and Treatment Fund $839,642.79 $1,052,957.00 West Virginia Golf Association Scholarship Fund $38,049.66 $33,488.00 West Virginia Governor’s Honors School for Math and Science Fund $117,887.30 $411,839.00 West Virginia Health Right Capital Fund $3,434,618.11 $184,432.00 West Virginia Health Right Permanent Endowment Fund $912,586.05 $259,529.00 West Virginia International Film Festival, Inc. $180.25 $0.00 West Virginia National Guard Fund $12,673.35 $3,553.00 Yeardley Family Fund $50,287.84 $24,703.00 Walter R. and Zenith W. Young Fund $13,921.10 $7,779.00 H.J. Youse Archaeological Fund $20,154.93 $10,857.00 George H. Youse Cancer Research Fund $20,438.38 $13,197.00 Caldwell Youse Presbyterian Fund $19,769.91 $9,778.00 ZMM Inc Fund $5,856.57 $18,146.57 General Funds (2) $345,240.15 $637,640.38
TOTALS $83,291,326.07 $22,566,230.15
Total Market Value of the Funds $211,697,277.76 $114,328,133.71
Total Market Value of Foundation’s Other Assets $4,313,323.24 $0.00
Grand Totals $216,010,601.30 $114,328,133.71
52 Board of Trustees
Left to Right Monika Jaensson, Robert Orders, Troy Stallard, Todd Mount (Secretary), Jamal Khan, Melvin Jones (Chair), Charles Loeb, Jr. (Vice Chair), Philip Tissue, Michelle Easton, Sean Mayberry, Debra Sullivan. Not pictured: Susan Shumate and Dayton Carpenter.
The Greater Kanawha Valley TGKVF, Inc., Board of Directors 2015 Foundation Board of Trustees Officers 2015 Melvin Jones, President Melvin Jones, Chairman Charles Loeb, Jr., Vice President Charles Loeb, Jr., Vice Chairman Sean Mayberry, Treasurer Todd Mount, Secretary Todd Mount, Secretary Monika Jaensson, Director
A. Dayton Carpenter Scholarship Committee Chair / Program Committee Mr. Carpenter is a Board Certified Environmental Engineer with over 28 years of 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.
Michelle Easton Distributions Committee Dean and Professor at the University of Charleston School of Pharmacy, Dr. Michelle Easton, Pharm. D. is an experienced speaker and published author. She received her Bachelor’s of Science (1993) and Doctor of Pharmacy (1997) from Xavier University of Louisiana. She completed a Specialty Residency in Psychiatric Pharmacy (1999) at the Medical University of South Carolina, Institute of Psychiatry. She serves on the Highland Hospital Board of Trustees, as a Highland Hospital Foundation Board member, Library Foundation of Kanawha County Board member, Martin Luther King Community Center Advisory Board member, National Pharmaceutical Association Foundation Board of Trustees and as a Board member for Roark-Sullivan Lifeway Center.
53 Board of Trustees
Monika Jaensson Distributions Committee Chair / Program Committee Monika Jaensson 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).
Melvin Jones Finance and Audit Committee / Distributions Committee Melvin Jones is the 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.
Dr. Jamal H. Khan Distributions Committee 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.
Charles W. Loeb, Jr. Distributions Committee 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.
54 Sean Mayberry Distributions Committee 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.
Todd Mount Finance and Audit Committee Chair / Distributions Committee Todd Mount is a trial lawyer with Shaffer & Shaffer, PLLC. He received his undergraduate and law degree from West Virginia University. He serves as President, Boone County Bar Association; Board of Governors Member, Defense Trial Counsel of West Virginia; President, WVU Boone County Alumni & Friends; past member, Board of Governors, The West Virginia State Bar (2011-2014).
Robert O. Orders Investment Committee Robert O. (Bob) Orders of Charleston is CEO of Orders Construction Company, Inc., a highway, utility and industrial construction company with operations in West Virginia and Virginia. Mr. Orders graduated from West Virginia University with a Bachelor of Science in Civil Engineering, in 1972. He is a registered professional engineer in West Virginia, Virginia and Maryland. In the past, Mr. Orders has served as president of the Contractors Association of West Virginia and as a trustee for the Louisville Presbyterian Theological Seminary. Currently, he serves on the Advisory Board of BB&T in Charleston, is a trustee of The Nature Conservancy of West Virginia, is a member of the Board of Directors of the West Virginia University Foundation, and is a trustee at First Presbyterian Church of Charleston.
Susan Shumate Distributions Committee 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 Publisher of the Charleston Gazette-Mail.
55 Board of Trustees
Troy Stallard Investment Committee, Chair Troy Stallard is the Chairman of Standard Laboratories, Inc. He is on the company boards of Appalachian States Analytical, Precision Sampling, Inc., SAI International, ENSI, and Marshfield Food Safety. He is active in various community organizations including the Charleston Land Trust, Municipal Beautification Commission, Riverfront South Project, Edgewood Summit, and the Charleston Rotary Club.
Debra Sullivan Distributions Committee Debra served as Principal of Charleston Catholic High School, retiring in July 2014 after 28 years in the position. She is a member of the WV Library Commission and volunteers with WV Legal Aid and other local organizations. She holds an undergraduate degree from the University of Virginia and a Master’s from the University of Pittsburgh.
Philip Tissue Distribution Committee Philip 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.
56 Foundation Staff
Michelle Foster, Ph.D. President and CEO Dr. Michelle Foster is the President and CEO of The Greater Kanawha Valley Foundation in Charleston, West Virginia. Prior to joining the foundation in February 2016, Dr. Foster served as the CEO of KISRA (the Kanawha Institute of Social Research & Action, Inc.) for 18 years. She is a consummate, intensely- driven professional with high level analytical, leadership, organizational management, problem-solving, and technological skills.
Dr. Foster used these skills to transform KISRA into one of the most impactful and enterprising community-based, non-profit organizations in West Virginia. She developed all of KISRA’s programs, which are in the areas of Health, Employment, Asset Development, and Learning. Under her leadership, KISRA grew from one employee sponsored by Ferguson Memorial Baptist Church (KISRA’s founder), to a team of over 60 employees with funding from multiple local, state, and federal sources. The KISRA team now serves and empowers over 2,500 West Virginians annually. Her work at KISRA has been recognized locally and nationally. She was honored as a Fatherhood Champion of Change by President Obama at the White House in 2012. The WV Martin Luther King Holiday Commission honored her in 2016 with the Living the Dream Award.
Michelle has a doctorate in community economic development (CED) and two master’s degrees — one in CED and another in engineering management. She is also a certified economic development financial professional and a certified housing development financial professional. Prior to her CED career at KISRA, Dr. Foster was a chemical engineer at Union Carbide (now Dow). Most recently, she completed additional university-level studies in impact investing at the University of Oxford, Saïd Business School as well as in nonprofit management and leadership at Harvard University, John F. Kennedy School of Government.
Dr. Foster is chairperson of the West Virginia Community Development Hub Board of Directors, member of the Workforce WV Board, and a founding member of African American Philanthropy in Action (a giving circle).
57 Foundation Staff
Front: Patty Majic, Megan Simpson, Sarah Furrow, Jane Powell Back: Sheri Ryder, Stephanie Hyre, Michelle Foster, Christine Spaulding, Susan Hoover Not pictured: Faye Johnson
Michelle Foster, Ph. D. Patty Majic Susan Hoover Faye Johnson President and CEO Chief Financial Officer Scholarship Program Officer Financial Assistant [email protected] [email protected] [email protected] [email protected]
Sheri Ryder Stephanie Hyre Sarah Furrow Senior Program Officer Program Officer – Education Administrative Assistant [email protected] [email protected] [email protected]
Christine Spaulding Megan Simpson Jane Powell Senior Accountant Program Officer – Health Communications Director [email protected] [email protected] [email protected]
58 Committees
Advisory Committee Todd Mount Scholarship Taran Parsons Sean Mayberry Committee Erin Paternostro Paul E. Arbogast Frankie McCain Mary Payne Susan Basile Ashley C. Pack Dayton Carpenter, Chair Jenifer Piercy-Igo G. Thomas Battle David Phillips Erin Anderson Sandra Pope Frederick H. Belden, Jr. Barbara Rose Gary Begley Victoria Popien Charles L. Capito, Jr. Susan Shumate Elizabeth Beury Kandy Rapp Elsie P. Carter Debra Sullivan Connie Bradley Barbara Rose Elizabeth E. Chilton Philip J. Tissue Dana Burns Mary Ann Schacht Nelle Chilton Gerry D. Stover Anne Cavalier Amy Smithson Stephen R. Crislip Fred Cavalier Christine Spaulding William M. Davis Debbie Chapman Linda Sneed Deborah A. Faber Executive Committee Amy Condaras David Sneed Kimberly Thomas Foster Jim Corsaro Janice Standish Henry Harmon Melvin Jones, Chair Melinda Crislip Bob Stultz Rebecca B. Goldman Charles Loeb, Jr., Vice Chair Rick Eskins Ken Tackett Charles R. McElwee Dayton Carpenter JoAnne Exline Bruce Tallamy Judith McJunkin Monika Jaensson Pam Farris Kenneth Tanner Mary Anne Michael Troy F. Stallard Charity Flynn Elizabeth Taylor Harry S. Moore Kim Foster Rebecca Tinder Rick Morgan Sam Fox Mary Lou Varney Sandra M. Murphy Finance and Audit John Fuller Tara Veazy Ronald Potesta Committee Greg Gency Gayle Vest David Rollins Charles Gillespie Robert Walker Barbara Rose Todd Mount, Chair Amy Glancy Susan Watkins Virginia H. Rugeley Melvin Jones Terri Goodnight Kristy Watson Mark H. Schaul Danna Grant Lisa Westfall Richard C. Sinclair Valerie Harper Kevin Whipkey Louis S. Southworth, II Investment and Jack Harrison Tom Williams Arthur M. Standish Fund Management Kristen Harrison Denise Workman L. Newton Thomas, Jr. Committee Tiffany Hoke Todd Wright Olivia R. Singleton Nicki Holly Barbara Yeager Troy Stallard, Chair Julia Hurney Will Carter Melinda Issacs Distributions Kenneth Kleeman Monika Jaensson Committee Steve Rubin Norma Jeffrey Arthur M. Standish Marion Jones Monika Jaensson L. Newton Thomas, Jr. Jeff Joseck Ted Armbrecht, III Bob Orders Jane Kennedy Susan Basile Jim Kerrigan Kathy Becker Ron King Dr. Michelle Easton Program Committee Sam King Sarah Ellis Karen Kirby Edward George, Esq. Melvin Jones, Chair Lisa Knight Georgette George Ron Potesta Joe Leonoro Carte Goodwin Nelle Chilton Diana Long Rev. Janet Harman Susan Basile Terry Mathias Mike Harmon A. Dayton Carpenter Perry McDaniel Stephen Hopta Monika Jaensson Bill Mearns Dr. Jamal Khan Judith McJunkin Bill Mullett Charles Loeb Mary Anne Michael Roger O’Dell Connie Lupardus Sandra Murphy Nicole Parsons
59 Investment Portfolio Allocation Schedule
Target Asset Segment Allocation % Range Index Benchmark
Total Domestic Equity 32.0% 22.0%-42.0% Russell 3000 US Core Equity 22.0% 17.0%-27.0% S&P 500 Index US Mid/Small Core Equity 5.0% 2.0%-8.0% S&P Completion Index US Mid/Small Core Growth Equity 2.5% 0.0%-5.0% Russell Mid Cap Growth US Mid/Small Value Equity 2.5% 0.0%-5.0% Russell Mid Cap Value Total International Equity 28.% 20.5%-35.5% MSCI AC World ex US Developed international Equity 21.0% 16.0%-26.0% MSCI EAFE Emerging Markets Equity 7.0% 3.0%-11.0% MSCI Emerging Markets
HFRI FOF Conservative/ Alternatives 15.0% 10.0%-20.0% HFRI FOF Strategic
Total Fixed Income 15.0% 10.0%-20.0% BC Aggregate
Custom Inflation Inflation Hedging 8.0% 3.0%-13.0% Hedging 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.
60 President & CEO’s Message 1
Strategic Plan: Education 4
Strategic Plan: Health 8
Strategic Plan: Civic Engagement & Community Building 14
Arts & Culture 20
Basic Needs 21
Affiliates 22
Grants 26
Contributors 33
Scholarships 36
Professional Advisors 38
Why Donors Give 40
Types of Funds 41
New Funds 44
Funds Administered by The Foundation 45
Funds Held in TGKVF, Inc. 49
Board of Trustees 53
Foundation Staff 57
Committees 59
Investment Portfolio Allocation Schedule 60 THE GREATER KANAWHA VALLEY FOUNDATION ANNUAL REPORT TO THE COMMUNITY
1600 Huntington Square • 900 Lee Street, East • Charleston, WV 25301 P: 304.346.3620 • F: 304.346.3640 • Toll Free 800.467.5909
tgkvf.org
Confirmed in Compliance with National Standards for
U.S Community Foundations 2015 Forward thinking and fearlessly working together to promote the prosperity of all