Our Time, Our Place Now FY 2016 Annual Report
FY 2016 Annual Report Contents On the Cover:
The Salvation Army of Parkersburg, WV has been stepping up - or perhaps jumping up - in the region by meeting human needs in the Mid-Ohio Valley since 1903. The Salvation Army raised nearly $4,000 through Give Local MOV 2016!
Legacy Society Our Community’s Funds Unrestricted Funds Field of Interest Funds Community Action Grants Donor Advised Funds Designated Funds Scholarship Funds Agency Funds Regional Affiliates Initiatives Other Funds New Funds Financials In Appreciation Board and Staff
5 6 6 9 13 14 17 20 22 24 26 27 29 30 31
Foundation Mission We serve our region’s citizens by providing leadership and inspiring people to build permanent resources for the betterment of their communities through the Foundation.
Funds of the Parkersburg Area Community Foundation, Inc. are listed as of 6/30/2016 (fiscal year end/audit close). Funds assigned to a regional affiliate are shown by county acronym: Doddridge County - DCCF Ritchie County - RCCF Little Kanawha Area - LKACF
D
ear
Friends
What did this year’s historic and deadly flooding in West Virginia teach us about ourselves? While parts of our state were physically devastated, we watched as greatness in our fellow citizens emerged. No riots and few incidents of looting occurred. Instead, we witnessed neighbor after neighbor reach out in service to one another. People who had lost everything still found something to share. We felt a spirit of togetherness and were inspired with an urgency to step up. One quickly saw that in times of need, our man-made county boundaries held little meaning as people willingly crossed them to help. One reason we love this place was made very clear as we saw that West Virginians need never go it alone; we can count on each other. Our Board and staff were heartened to see the incredible speed with which the MidOhio Valley’s residents leaped forward in response to the challenge opportunity offered by the Foundation to increase flood relief. Our donors’ aid quadrupled the initial grant. Marie Caltrider Time after time, as we saw this past June, the Mid-Ohio Valley’s citizens willingly and generously step up to serve others through their charitable giving to the Parkersburg Area Community Foundation & Regional Affiliates (PACF). For more than fifty years, PACF has spanned the boundary of time, carrying the hopes and dreams of hundreds of people forward and linking one generation’s aspirations to those of the next. PACF is fueled by each of us and our personal commitment to the building of something bigger and greater for our region. As we join our time, talent and resources, the partnerships and hope that we generate result in a powerful force for local good. Working together, we become our community’s foundation: the collective voice of generations past and present that moves forward and whispers encouragement into the ear of the next generation, “You can do it; we are here for you.” Please join us in supporting the PACF. Together, our efforts count for so much more. With deep appreciation for your partnership,
Marie Caltrider Chairperson, Board of Directors
Judy Sjostedt Executive Director 3
Judy Sjostedt
Preserving Your Legacy: Now and Forever As the PACF looks to the future, it is grateful for the members of its Legacy Society a group of forwardthinking citizens who are concerned about the future of the region, its children and the generations to come. These individuals understand that their planned gifts will strengthen the projects and programs of local nonprofit organizations and the people they serve; that their scholarships will give to deserving children for years to come; and that their philanthropy will continue forever.
The Schrader Youth Ballet received a $2,000 grant through the Foundation’s Spring Community Action Grants Program to support the production of “Nutcracker: Clara’s Dream.” This grant was made possible by the Ausenheimer Memorial Trust.
L
egacy
Society
The Foundation’s Legacy Society recognizes and honors those special individuals who plan to leave a gift to our community through a bequest, life insurance policy, retirement plan, charitable remainder trust, charitable lead trust or assignment of property. The Foundation applauds its Legacy Society members for the inspiring example that their gifts set for others. Thank you to the the following members for their foresight and generosity. Anonymous (LKACF) Anonymous (PACF) Sharon Morehead Apgar Anna Bowser Bailey Oran S.* & H. JoAnne Baker Wanda Bennett* Kitty Brown Jane Burdette Jewel Burdette* Gwen & Rick Bush Gordon Terry Clovis Douglas E. Cochran A. Bertram & Irene Conaway (RCCF) N. Jeane* & Earl Curry, Jr. Paul P. A. Daugherty (DCCF) Sen. J. Frank Deem Randy & Debbie Dick Edwin L. D. Dils* Harry H. Esbenshade, Jr.* Rob Fouss H. Smoot & Judith* Fahlgren Chris Hall Sheryl & Larry Holdren Lowell Jackson (RCCF)
Stephen & Karen Kempton Clare L. Kremer Diane Ludwig (LKACF) Dick Mason* Gary McIntyre Eileen McNeeley Tom & Pat Meintel* Mr. & Mrs. Les E. Pritchard Robert & Dottie Radabaugh, (LKACF & RCCF) Ronald & Donna* Roberts Patricia Roberts* (LKACF) Thorn C. Roberts (LKACF) Dr. Robert C. Robinson* Mrs. Trudie Schaughency Susan Schuchts Judy Sjostedt Norman & Judith Smith Ronald V. & Kathryn J. Stoops Joseph* & Barbara Sullivan Daniel B. & Sharon Wharton Jayne Whitlow Dennis E. & Patricia L. Wilson Stephen & Carla Worden *In Memoriam
If you have designated the Parkersburg Area Community Foundation (and/or one of its affiliates) in your estate plans, please advise the Foundation staff so that we may offer you our deep appreciation and extend the honor of membership in the Legacy Society. Your membership offers a priceless gift to the people of our area that will last for all time.
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O
ur
Community’s Funds
The Foundation manages many separate charitable funds established by caring citizens to improve our local quality of life and to help address key community issues. This fiscal year, thanks to partnerships with donors throughout the region, the PACF issued nearly $3 million in grant support. The PACF’s Unrestricted and Field of Interest Funds allow flexibility for the Foundation and allow it to address the needs of nonprofit organizations and programs through its Grants Programs and Initiatives.
Field of Interest Funds
Dr. Robert C. Robinson Memorial Fund Aubrey Earl Sands Memorial Fund Senior Arts Fund – Ausenheimer Memorial Shannon Benefit Fund for Wood County Crew Frank Sheppard Memorial Fund O. Eugene & Mary Scott Smith Memorial Fund (RCCF) Jean H. Stephens Charitable Fund Ed Stephenson Fund for Animals Ruth M. Tepley Memorial Fund Ray L. & Mabel S. Vannoy Youth Fund
Sarajane (Levey) Avidon Fund for the Arts Okey & Wanda Bennett Memorial Fund Doddridge County Community Support Fund (DCCF) Doddridge Co. Educational Foundation (DCCF) Galbraith Fund for Mental Health Gilmer County Community Grantmaking Fund (LKACF) Robert T. Goldenberg Trust Fund Robert Gordon Memorial Trust Virginia S. Hackett Memorial Fund for Education Harrisville Civic Club Com. Improvement Fund (RCCF) Gail L. Hartshorn Memorial Fund Brendan & Mary Hazelbaker Fund (RCCF) Highmark Blue Cross Blue Sheild WV Farson-Smith-Earley Fund for Healthcare Excellence Cathryn Sisson Hoblitzell Memorial Fund Ruth Hornbrook Memorial Fund Jr. Dept. - Parkersburg Women’s Club Endowment Little Kanawha Area Area Grantmaking Fund (LKACF) Local History & Resource Conservation Fund McLean-Dooley Fund Cecile G. Morgan Memorial Fund Proclaimers’ Gospel Quartet Fund for Christian Youth in Memory of Harold E. Board Public Health Initiatives-Diabetes Prevention Fund Ritchie County Community Endowment Fund (RCCF) Ritchie County Emergency Relief Fund in Memory of Dr. Wade Prather (RCCF) Dr. David Monroe Ritchie Memorial Fund
Washington Works - Dupont Comm. Support Fund Youth Endowment Fund
Unrestricted Funds Community Grantmaking Funds Walter E. & Marie Ausenheimer Fund Suzanne L. Bayley Memorial Fund C. Richard & Jewel W. Burdette Anniversary Fund Robert W. Burk, Jr. Memorial Fund Coldwater Creek Fund Michael Eddy Memorial Fund Dennis & Ruby Farley Memorial Fund Waller C. Hardy, Jr. & Charlotte P. Hardy Fund Marion R. Layton Memorial Fund Dr. Athey & Veronica Lutz Fund Mustard Seed Community Fund Lawrence M. & Margaret Ann Ronning Memorial Fund Mr. & Mrs. Gilmer S. Wharton Anniversary Fund Ira Wharton Memorial Fund II Albert Wolfe Family Funds
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A Timeless Commitment to a Personal Mission
A passionate crusader for animal welfare, Ruth Hornbrook was born in Marietta, Ohio, more than a century ago. She crossed the Ohio River in 1913 and settled in Parkersburg. During the 1950’s, Ms. Hornbrook assembled a 25-member group of local citizens to discuss the idea of establishing a humane society for Parkersburg to create a better environment for animals in her community. Ruth spearheaded their efforts to raise funds and to determine a location for the Humane Society of Parkersburg, Inc. She continued her support by serving on the Society’s Board of Directors and helping to initiate many of the programs that remain important components today in the Society’s success, including promoting spaying clinics and youth educational programs. Her involvement extended far beyond Parkersburg’s city limits. She was influential in crafting key state legislation concerning animal rights and active in the Humane Society of the United States and the American Humane Society. To ensure support would continue for humane societies statewide, she included a bequest in her will that established the Ruth Hornbrook Memorial Fund with the PACF. This Fund benefits humane societies across West Virginia with preference given to new societies’ needs. Through the grants from this permanent fund, thousands of stray and unwanted animals receive improved care throughout West Virginia annually. While Ms. Hornbrook passed away in 1989, her kindness and lifelong commitment to the well-being of animals and the humane society movement continues, thanks to the support generated by her fund for the needs of West Virginia’s Humane Societies today and tomorrow. 7
New animal shelters, educational programs, and equipment are a few of the many needs that Ruth Hornbrook has been able to support with her creation of a charitable fund at the PACF.
Promoting Appalachian Heritage in Doddridge County A new quilt trail in Doddridge County will promote local history and culture. Quilts symbolize our heritage in many places in West Virginia with their colorful designs representing a piecing together of the fabric of many different families and communities joined together as a region. The Foundation’s $4,000 Community Action Grant to the Doddridge County Community Educational Outreach Services (CEOS) will enable the CEOS to design and implement a heritage quilt trail. Ten hand-painted quilt blocks on 8’ by 8’ sign boards will be installed on or near historically significant Doddridge County buildings or sites. The first block has been installed at the Doddridge County Park. Intended to encourage tourism, the Doddridge County Heritage Art Quilt Trail will also help to preserve and highlight the county’s Appalachian roots.
Representatives of the Doddridge County Community Education Outreach Services (CEOS) met with Marian Clowes of the PACF to discuss their recent grant and the quilt trail project.
The West Virginia CEOS organization has a strong tradition of education, service, and community development dating back to 1914 when the first club was established. Doddridge County initiated its first club in 1925. The vision of CEOS is to “be leaders in strengthening individuals, families, and communities to become productive contributors to meet the needs of a changing and diverse society.” The seven community clubs dispersed throughout Doddridge County have an open membership of 138 individuals who participate in programs exploring topics such as: community service, family, health, leadership, personal development, heritage, the environmental and literacy. We look forward to following the colorful trail throughout Doddridge County to learn more about its rich history.
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C
ommunity Action
Grants
The Community Action Grants Program is a coordinated regional process that allows the Foundation to meet local needs by funding vital projects in its service area. Applications for support are invited twice a year by the Foundation. Please refer to the Foundation website, www.pacfwv.com, for deadlines and guidance. $301,634 in grant support was awarded through the FY 2016 Community Action Grants Program. Funding for the Program comes from the Foundation’s Unrestricted and Field of Interest Funds, as well as support from its Donor Advised Funds, which provided $48,580 of that amount. Organizations listed received a Community Action Grant during FY 2016. Alzheimer’s Association, WV Chapter
City of Spencer
American Red Cross of Northwest WV
The Community Action Program Corp. of Washington-Morgan Counties
$2,450 to provide educational programs and materials to health care providers.
$6,400 for veterans outreach through the Services to Armed Forces program.
Arnoldsburg Elementary School
$3,900 to assist with construction of a parking lot to provide parking for community events.
Artsbridge
$1,500 for operating support and arts programming.
Boys and Girls Club of Pleasants County $5,000 for operating support.
Children’s Home Society of West Virginia
$7,500 to provide direct support for basic needs for youth enrolled in the Parkersburg Transitional Living Program.
The Children’s Listening Place
$6,000 to equip a medical examination room and purchase data collection software.
Circles Campaign of the Mid-Ohio Valley
$1,700 to provide stipends as incentives for individuals/families in poverty to attend training.
$4,000 for the replacement of windows in the municipal civic center.
$2,800 to purchase equipment for the senior home delivered meals program.
Consumer Credit Couns. Svcs. of the MOV
$4,500 to provide equipment and resources to implement a student loan counseling program.
Creed Collins Elementary School
Doddridge County Parks and Recreation
$5,000 to assist with the purchase and installation of a weatherproof yurt at the Park’s campground.
Dora B. Woodyard Memorial Library/Wirt County High School Library $4,000 to develop a “makerspace” to explore creativity through innovative educational tools.
Downtown PKB, Inc.
$5,000 to support the 2016 Summer Concert Series at Point Park.
$2,400 to provide renovations for safe access to a restroom at the school playground.
East Wood Volunteer Fire Company
Doddridge County Board of Education
Edison Middle School
Doddridge County CEOS
Elizabeth - Wirt Volunteer Fire Department $6,400 for the purchase of portable water monitors for fire engines.
$7,500 to support the backpack feeding program.
$4,000 for the development of a heritage art quilt trail to encourage tourism and preserve Appalachian heritage.
Doddridge County Elementary School
$4,125 for the purchase of air cylinders.
$7,500 to install a community garden to benefit students and the South Parkersburg community.
Ely Chapman Education Foundation
$4,000 to support the purchase of e-books.
$2,500 to assist with start-up costs for new pre-school program.
Doddridge County High School
EVE, Inc.
$4,790 to encourage lifetime recreation habits by providing archery and Frisbee golf equipment for high school physical education classes.
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$5,000 to assist with major repairs to the shelter.
Friends of Charles Fork Lake
$6,000 to construct a disc golf course.
C
ommunity Action
Generation MOV
$4,500 for programming and strategic planning.
Harrisville Elementary School
$600 to purchase iPads for classroom use.
Harrisville Volunteer Fire Department
$6,650 to purchase personal protective and firefighting equipment.
Humane Society of the Ohio Valley
$1,500 for the acquisition of the ShelterPro Records Management System.
Julia-Ann Historical Community Assoc.
$4,700 for the restoration and preservation of Riverview Cemetery.
Lubeck Elementary School
$2,500 for the purchase of equipment for Pre-K students.
playground
Martin Elementary School
$2,000 to provide books for students for the summer to improve literacy.
Middle Island VFW Post 3408
$5,000 for the construction of a picnic pavilion at the Doddridge County Park to honor veterans.
Mid-Ohio Valley Fellowship Home $8,000 for operating support.
Mid-Ohio Valley Health Department
$8,250 for the Smiles for Life Dental Program.
Minnie-Hamilton Health Care System
$5,800 to support the Calhoun Rec. and Dev. Center collaborative effort to develop a youth basketball program.
New Haven & Comm. Vol. Fire Dept.
$1,300 for the purchase of firefighting helmets.
Grants
O’Neill Senior Center, Inc.
$2,500 to support the expansion of the Adult Day Care Program into an Evening Care Program.
Oil, Gas, Industrial & Historical Association $7,500 to assist with restoration of historic windows at Henderson Hall.
Parkersburg Homeless
Area
Coalition
for
the
$5,000 for operating support.
Parkersburg High School
$2,000 to equip the Moderate MI Apartment Classroom to teach life skills.
Parkersburg High School Foundation
$2,000 to purchase equipment and software to support fundraising efforts.
Pleasants County Parks and Recreation
$5,000 for ADA upgrades to the aquatic center.
Rails-to-Trails Conservancy
Schrader Youth Ballet Company
$2,000 to support the production “Nutcracker: Clara’s Dream.”
TEAM for West Virginia Children, Inc.
$5,000 to support the Say YES to Safe Sleep for Babies Hospital and Home Visitation Program.
The Education Alliance
$3,500 to support the AmeriCorps on the Frontline student mentoring program in Doddridge, Pleasants, and Wood County schools.
Town of Cairo
$600 to match state grant for sidewalk construction.
Vienna Public Library
$944 to purchase ACT and SAT preparation books for free test preparation programs.
Voices of the Street/Essentially Yours $2,400 to cover operation costs.
$5,000 to develop an economic impact report for the North Bend Rail Trail.
Waverly Elementary School
Regeneration Inc.
West Virginia Health Right, Inc.
$4,900 to purchase food for weekends for Ritchie County students in need.
Ritchie County Integrated Family Services
of
$2,000 for the purchase of iPads.
$4,000 to provide oral health care and education.
West Virginia Partnership for Elder Living
$1,900 to provide meals to homebound seniors.
$5,000 to provide training for in-home direct care workers.
Ritchie County Schools
WV Symphony Orchestra – Parkersburg
Roane County 4-H Leaders Association
WVU Academic Innovation Program
$8,500 to develop and equip a video production lab at the high school.
$3,500 to construct a picnic shelter roof at the Roane County 4-H Camp.
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$600 to purchase a laptop computer to improve ticketing at concerts.
$4,500 to provide tuition assistance to lowincome students in Wood and Pleasants counties to enroll in advanced, college-level, dual-credit mathematics courses while in high school.
WVU-P Foundation
WVU School of Public Health
Habitat for Humanity of the MOV
WVU Children’s Vision Rehab. Program
Westbrook Health Services
Wood County Parks and Recreation
$6,000 to assist with the Center for Early Learning’s summer camp program
$3,975 to support mentoring program for students with visual impairments.
WVU Foundation/Bonnie’s Bus Project
$10,000 to provide operating support for Bonnie’s Bus mobile mammography unit.
WVU Foundation/College of Creative Arts $2,600 to bring the Opera on Wheels program to Wood, Gilmer, Jackson and Mason counties.
$3,000 to support a student-led community health project.
$4,500 to assist women who have completed the Genesis Residential Substance Abuse Program by providing them with items needed for new housing.
Wirt County 4-H Leaders Association
$5,000 to support the meals-to-go program, which provides food for Wirt County students during holiday breaks.
$7,500 to support the remodeling of the new ReStore location in Vienna.
$8,150 to replace the original roofs on three restrooms at Mountwood Park.
Wood County Senior Citizens Association
$2,500 to purchase computers for an educational lab for seniors.
YMCA of Parkersburg
$4,300 for facility upgrades and equipment for the pool area.
Message From Our Senior Program Officer Since 1963, the PACF has served as a model of grantmaking and philanthropic giving in our region. The Foundation manages many separate charitable funds established by caring citizens to improve our local quality of life and to help address key community issues. In addition to the FY 2016 Community Action Grants, the PACF also awarded $3,750 in Sudden and Urgent Needs (SUN) Grants throughout the year to assist agencies with emergencies and sixteen organizations received Mini-Grants totaling $15,585. The Foundation also helped to raise awareness and generate funding for thousands of citizens affected by the June 2016 flooding in our neighboring counties. The PACF issued a $10,000 matching challenge and people from throughout our region responded to meet that challenge many times over. Because of our community’s tremendous Marian Clowes support, we awarded $45,000 to flood relief efforts - $22,500 to the American Red Senior Program Officer Cross and $22,500 to the West Virginia Voluntary Organizations Active in Disaster (VOAD), an interdenominational effort that coordinates emergency response efforts. We are grateful to live among such a giving community. We sincerely thank each of you for your extra help for our fellow West Virginians at this time of great need and for helping to continue to improve our region. Thank you so much! 11
Honoring a Loved One A local business owner’s drive to provide shoes for needy children in the region continues years later through the Robert E. Fouss Memorial Fund.
“My father made sure that any kids who came into his store who needed shoes, left with a new pair on their feet,” Rob Fouss said. “It is a humbling feeling to help others less fortunate and this charitable fund is a way that I can honor my father’s lifelong ambition to help those in need.” The story of Rob’s father, Robert E. Fouss, began with his birth to Margaret Kehl and William Jacob Fouss on June 20, 1920 in Casey, Illinois. When he was just a young boy, his family moved to Marietta, Ohio. For many years, Fouss walked past a corner store in Marietta and became intrigued with the idea of operating a store of his own. During World War II, Fouss enlisted and became a quartermaster in Manila in the Philippines. He was placed in charge of dispensing equipment for the war effort, including clothes, food and truck parts for the Army. Upon returning from the war, he began working at Fort Pitt Shoes on Market Street in Parkersburg and, later, opened Ford Shoes in the Grand Central Mall. During his 46 years in business, Fouss only missed a few days of work. After retiring in 1983, he began woodworking, making hundreds of items, including bowls, lamps, candlesticks, kitchen cabinets and arts and crafts pieces. After his death in 1995, his son, Rob Fouss, said people started telling him stories about how his dad had provided them with shoes through trades for fresh eggs, bacon or other arrangements when they couldn’t afford to pay. These stories touched the family deeply. In 1999, Rob and his sister, Pam Fouss Wenmoth, established the Robert E. Fouss Memorial Fund, which supports the general charitable purposes of the PACF, with a particular emphasis on providing shoes to children in need, in partnership with area schools and charitable organizations. Since its establishment, hundreds of children throughout the community have received shoes in the name of their father. 12
D
onor Advised
Funds
With the help of 51 Donor Advised Funds, the PACF issued over $3 million in grant support during FY 2016 to help address many key issues in the region. Grants were given to support the Foundation’s Community Action Grants Program and to make direct gifts to important charitable organizations and causes in our community. The PACF greatly enjoys working with its Donor Advisors and appreciates their commitment to the betterment of our community. Kathleen Hammond Adams Fund Anderson-Morgan Advised Fund Anonymous Advised Fund James F. & Ann W. Beck Charitable Fund Boggs/PHS Soccer Assistance Fund William R. & Patricia Boyd Advised Fund Larry D. and Margaret D. Brown Advised Fund Jane E. Burdette Advised Charitable Fund Arthur R. & Judith B. Campbell Advised Fund Campbell Advised Fund Corkrean Community Fund David A. Couch ALS/Neuromuscular Disease Fund Earl & Jeane Curry Charitable Fund DeSales Heights Alumnae Association Fund Dunn Family Fund-Environment & Education Fund Esbenshade Advised Fund William J. & Saundra L. Farson Advised Fund Robert E. Fouss Memorial Fund Mary Lou Hague Memorial Fund Hancock & Sears Donor Advised Fund Bruce & Cathy Holmes Advised Fund Lowell & Wilda Jackson Fund (RCCF) Jennifer V. Keup Advised Fund Kiwanis Club of Parkersburg Community Fund Charles Austin Kreinik Memorial Fund Leavitt Charitable Fund
Lion’s Club of Parkersburg Monarch Fund Curtis & Ginger Miller Advised Fund MOV Endowment for Women, Children & Families MOV Endowment-Hazel Elliott Fund North Christian-Dr. Sheila Stastny Fund Jan & Charles Pickering Advised Fund Pritchard Advised Fund Rainbow Advised Fund Ray R. & Margaret M. Ritchie Fund Rotary-Sour Mash Donor Advised Fund Ronald & Donna Roberts Advised Fund SDR Charitable Fund Charles & Trudy Seita Advised Fund Shimp Family Advised Fund Spirit of Giving Fund Ronald & Kathryn Stoops Charitable Fund Swearingen Family Advised Fund Terrapin Park Advised Fund Valentine Family Advised Fund Dave & Donna Warfield Fund for the Arts Mary M. Welch Advised Fund Daniel & Sharon Wharton Advised Fund Todd & Kelly Wiseman Family Charitable Fund Kathryn “Katie” L. Wilhelm Memorial Fund Williamstown Fund for Excellence
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D
esignated
Funds
In addition to providing organizations with a permanent source of funding, Designated Funds also help the recipients to prudently diversify their funding stream and enables each fund to have professional management from the PACF, upon which it can count. The Foundation’s 53 Designated Funds provided $292,135 in grant support to many local nonprofit organizations and causes during FY 2016. Allohak Council Boy Scouts Campership Fund Howard A. Bailey Memorial Fund Bell-Kakascik Scholarship Fund for Catholic Schools Cody Campbell Memorial Fund for Make-A-Wish, Inc. Bill Carpenter Memorial Fund Clinton Fund for the Humane Society of Parkersburg Clinton Fund for St. Paul’s United Methodist Women Carole Lewis Craig Memorial Fund for Music Sen. J. Frank Deem Fund for the Boys & Girls Club of Pkbg. Erman & Susie Dotson Golden Horseshoe Fund (RCCF) C. Scott Durig Award for Excellence in Criminal Justice Emma Lou Endrizzi Memorial Fund Dr. Nick & Ann Endrizzi Memorial Fund Faithlink Permanent Endowment Fund – Widmeyer Fort Boreman Historical Park Fund Marvin F. Gilmore III Memorial Fund S. William & Martha R. Goff Memorial Fund Good Samaritan Clinic Endowment Fund – Widmeyer David & Jean Grapes Family Charitable Fund Harrisville Town Park Endowment Fund – Mildred Prather Memorial (RCCF) Habitat for Humanity Endowment Fund – Widmeyer Shirley E. Harvey Memorial Fund Susan Beth Harvey Mem. Fund for the United Way Alliance Alice Ray Hovis Chapel Endowment Fund Martin/Stephens Memorial Fund Leslie “Joe” Menzies BSA Troop 4 Memorial Fund Mid-Ohio Valley Oral Health Fund Hermon & Leona Mills Campership Fund
B. Louise & Ralph Netser Charitable Fund Parkersburg Art Center Trust Fund Parkersburg Catholic High School Athletic Foundation Parkersburg South AFJROTC Support Fund Parkersburg High School Foundation – Rector Fund Deborah B. Powell - Humane Society of Parkersburg Spay Neuter Fund Fred Rader-Maxie Blair Memorial Fund Pkbg. Academy of Med. Fund for Camden Clark/Ped. Dept. David & Cheryl Ritchie Memorial Endowment Fund Ritchie County High School Golf Team Supp. Fund (RCCF) Ritchie County Historic Cemeteries Maintenance Fund in Memory of of Claude W. & Clyde W. Swadley (RCCF) Lea D. Turner Sakach Humane Society of Parkersburg Fund Salvation Army of Parkersburg Fund Rev. & Mrs. R. D. Simmons Special Needs Fund Smoot – Widmeyer Community Fund Gregory A. Summers Memorial Fund Westminster Presbyterian Church Memory Garden Fund Mary M. Welch Fund for the Parkersburg Art Center Wood County Historic Cemeteries & Preservation Fund Ann E. Wheatley Mem. Fund for Marietta College-Pet. Dept. Vaught Chapel Cem. Fund – Everett & Leah Freed Memorial Ira Wharton Memorial Fund I WV Association of School Administrators Fund Kitty Woods Support Fund for Ritchie County High School and Harrisville Elementary School (RCCF) YABA Youth Bowling Fund
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A Gift That Keeps Giving A charitable fund that continues to support educational needs in Ritchie County now and forever
Kitty Woods, a stenographer for a Ritchie County attorney wrote in her will that, “It is not the purpose of this bequest to relieve the taxpayers of any part of their burden of furnishing schools for the children of the district, but for the purpose of enabling the Board of Education to give to the children of said district advantages they might not otherwise have because of lack of funds.” Born in 1884 and raised in Ritchie County, WV, Kitty Woods was the daughter of Isaiah Wells Woods and Ella Victoria Lambert, both of whom were lifelong residents of Ritchie County. Ms. Woods was the granddaughter of Salina Wells Woods and Philip Woods, a minister who was born in Pennsylvania and eventually settled in Ritchie County. Ms. Woods never married or had any children of her own but was very concerned about education and the welfare of children in her area. In 1963, when Ms. Woods passed away, she made a gift to the Ritchie County Board of Education through her estate plans to permanently benefit the students of Harrisville High School (now Ritchie County High School) and Harrisville Elementary. In 2014, the Ritchie County Board of Education used Ms. Woods’ gift to create the Kitty Woods Support Fund for Ritchie County High School and Harrisville Elementary School with the PACF. This fund is assigned as part of the Foundation’s Ritchie County affiliate collection of funds, the Ritchie County Community Foundation. Ms. Woods’ generosity allows this fund to continue to make a grant each year to both schools to address educational opportunities for students. 15
Building Tyler’s Legacy – Honoring a Special Man A scholarship that commemorates a young life and ensures we never forget a caring person. Tyler Milam Westbrook was many things – a beloved son, husband, father, brother, grandson, son-in-law and uncle; Promise Scholar and 2002 honors graduate of Williamstown High School where he excelled at multiple sports. He was an avid West Virginia University fan and magna cum laude graduate with a Bachelor’s Degree in 2006 and a highly decorated member of the U. S. Army, a Green Beret, graduating as the Distinguished Honor Graduate from the Special Forces Weapons Sergeant Course. Tyler served in many difficult and challenging assignments over an eight-year period of duty which included multiple tours in Iraq. SFC Tyler Milam Westbrook was 31 years old at the time that he ended his life in the summer of 2015. Many people wanted to do something to commemorate Tyler’s special life and to remember his leadership and many friendships. While Tyler will be forever remembered for his heroism as a Green Beret and sniper and his dedication to serving our country, his family and friends want to honor his legacy at Williamstown High School and recently initiated the Tyler Milam Westbrook Scholarship Fund with the PACF. Gifts toward Tyler’s scholarship were made to the PACF to form a perpetual memorial award in Tyler’s name each year. The scholarship was awarded for the first time in May 2016 to the student who earned fourth position among the Williamstown High School graduates, as that was Tyler’s class rank at graduation, with the award continuing in that manner every year thereafter. In this way, Tyler’s legacy will be forever honored at Williamstown High School—his high school in his home town—a place that has meant so much to Tyler and his family over many years. 16
S
cholarship
Funds
Thanks to generous donors, the PACF has the privilege to manage over 140 Scholarship Funds. During FY 2016, the Foundation provided more than $317,000 in scholarship support for 199 local students. Your gifts are making a difference and helping students achieve their lifetime dreams! The Foundation’s 2017 Scholarship Application and information along with the 2016 Scholar Newsletter are available on our website, www.pacfwv.com. Martin K. Alsup Music Scholarship Fund Ambrose / Ramsey Scholarship Fund Joe Barbarow Memorial Scholarship Fund Sig & Kate Barker Memorial Scholarship Fund (RCCF) Nancy C. Barton Scholarship Fund (DCCF) Beren & Staub Prize Fund Dr. Marie D. Boette Music Scholarship William (Billbo) Boston & Harold C. Knopp Scholar. Fund Boys & Girls Club of Parkersburg Youth Education Fund Larry Border Mem. Scholarship-WVU School of Pharmacy Larry D. & Margaret D. Brown Scholarship Fund Chester H. Bruce Memorial Scholarship Fund (LKACF) Bryce-Lietzke-Martin Scholarship Fund Freda Burge Scholarship Fund Glen P. Burton Memorial Conservation Fund Brice Michael Byham English Achievement Award Fund Cairo High School Alumni Scholarship Fund Jesse Michael Cayton Memorial Scholarship (DCCF) George H. Clinton Scholarship Fund Douglas E. Cochran Scholarship Fund A. Bertram & Irene Conaway Scholarship Fund for Wood County Christian School D. O. Conner / Ellen Conner Lepp / Danhart Mem. Fund David A. Couch Memorial Scholarship Fund Thomas A. Cowan Scholarship Fund (RCCF) Jennifer D. Coulter Memorial Scholarship Fund Carole Lewis Craig Memorial Music Scholarship Fund Ami-John Crawford & J. J. & Harriet C. West Prize Fund A. V. Criss, Jr. & L. Gay Criss Scholarship Fund Cindy Curry Memorial Scholarship Fund
Todd Daggett Memorial / Winans Services Fund Kenneth D. & Katherine D. Davis Mem. Scholarship Fund Lawrence D. & Jean L. Davis Memorial Scholarship Fund Frances DeFranco / James F. Winans, Jr. Scholarship Fund Berdie L. DeVaughn Memorial Fund Doddridge County Promise Scholarship Fund (DCCF) Rex & Judd Dudley Permanent Educational Fund Alexander D. II & Blanche Dulaney Scholarship Fund Dave Elmo Memorial Fund David Edward Farson Scholarship Fund Robert Foster, Jr. Memorial Fund Fostering Hope Scholarship Fund William E. “Bill” Gallagher Memorial Scholarship Laverne L. Gibson Memorial Scholarship Fund Shane Gilbert Memorial Scholarship Fund S. William & Martha R. Goff Perm. Education Fund Russ Grant Memorial Scholarship for Tennis Mary Lou Hague Memorial Scholarship Doyle and Ava Hale Memorial Conservation Fund Clayburn J., Sr. & Garnet R. Hanna Scholarship Fund H. G. Hardbarger Science-Mathematics Award Fund (RCCF) Harrisville Lions Club Scholarship Fund (RCCF) Ruth Harris Memorial Scholarship Fund Harrisville High School Alumni Scholarship (RCCF) Harry C. Hartleben, III Scholarship Fund Dorcas Edmondson Haught Scholarship Fund Gregory Linn Haught Citizenship Award Trust (RCCF) Ella Beren Hersch Scholarship Fund Rev. John L. & Lucille E. Holbert Scholarship Home Builders Assoc. of MOV - Joel Stout Mem. Scholarship
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S
cholarship
Funds
Ryan C. Jobes Memorial Scholarship LKACF Scholarship Fund (LKACF) Mason County Scholarship of Promise--J. Everett & Hattie Leggett Memorial Scholarship Fund KASA Memorial Scholarship (DCCF) June Keeper Scholarship Fund Joseph R. Koon, Sr. Memorial Scholarship Fund Kreinik Family Scholarship Fund Mark & Peggy Kury Scholarship for OVU Langfitt / Ambrose Scholarship Fund Little Kanawha Regional Council Perm. Ed. Endow. Fund Megan Nicole Longwell Memorial Scholarship Lubeck Elementary Teacher Memorial Fund Sam Mandich Scholarship Fund A. F. & Ethel Marple Scholarship Fund Louise Mason Memorial Fund Cathy McClain Nursing Scholarship (DCCF) Ross and Bob McHenry Award Fund David Medley Memorial Scholarship Fund Janice Michels Scholarship Fund (DCCF) Dr. Eldon L. Miller Educational Fund Wanda B. Mitchell Scholarship Fund Harry Moats Scholarship Fund Dudley Mullins / Cabot Corp. Scholarship Fund F. O’Donnell “Don” Northrup Memorial Award PACF Scholarship Fund Parkersburg Ch. WV Society of Prof. Engineers Scholarship PHS English/Print Journalism Excellence Award in Memory of Richard D. Grissom, Ruth Marlow & E.S. Shannon & in Honor of Carolyn McCune Pkbg.-Marietta Contractors Assn. – Rose Stemple Scholarship Patriot Foundation – Terri Bragg Memorial PSHS Scholarship Pennsboro High School Alumni Scholarship Fund (RCCF) Pepsi Co. / Wood Co. Tech. Center Scholarship Fund William R. Pfalzgraf Memorial Scholarship Fund Norma S. Phillips Cross Country Runners Scholarship
PHS Foundation – Class of 1943 Award PHS Foundation – Wade Hampton McLean Award Herschel H. Pifer Scholarship Fund (RCCF) William R. Reaser Scholarship Fund (RCCF) Mary K. Smith Rector Scholarship Anna Louise Roberts Memorial Fund James H. Roberts Athletic Scholarship Fund (LKACF) Susan Kraybill Roberts Library Scholarship Fund Thomas Warren Roberts Memorial Fund Carl M. Rose Memorial Scholarship Fund S. Byrl Ross Memorial Scholarship Fund Harold F. Salsbery Scholarship Fund Sand Plains / Lewis A. & Gurry F. Batten Scholarship Fund Estella Marie Schaber Educational Fund Frank Schroeder Memorial Scholarship Fund SDR Scholarship Fund Nellie Grimm & Paschal Grant Sheppard Scholarship Elizabeth Simmons Scholarship Fund Simonton Windows Scholarship Fund Denver Singer Memorial Fund Bill Six Memorial Scholarship Fund St. Joseph’s Hosp. School of Nursing Alumni Scholarship Robert Evans Stealey Scholarship Jack Stephens Volleyball Scholarship Fund Robert L. Storck Memorial Fund Stout Memorial United Methodist Church Scholarship Fund DLS Educational Foundation Fund (LKACF) Marbie McCartney Smith Mem. Scholarship Fund (LKACF) Jeffrey S. Sullivan Theatre Arts Scholarship Jeffrey R. Swanson Memorial Scholarship Fund Thomas N. Taylor - Sarah Scott Memorial Fund Tebay Family Endowment & Scholarship Fund C. R. Thomas Scholarship Fund Charles A. Townsend Scholarship Fund Vienna Baptist Church Scholarship Fund Dr. Lyle D. Vincent Memorial Fund
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Michael C. Whitlow Scholarship Fund Ruby Voitle / Winans Services Scholarship Wayne-Meador-Elliott Scholarship Fund (RCCF) Addie Deem Westfall Scholarship Fund (RCCF) Whitaker-Minard Scholarship Fund Helen Marsh White Scholarship Fund Williamstown High School Scholarship Fund
Glenn Wilson Broadcast Journalism Scholarship Fund James F. Winans, Jr. Big Red Football Award Women’s Opportunity – Linda H. Culp Memorial Fund Wood Co. Assoc. of School Admin./Friends of Ed. Trust Wood County Bar Association Memorial Fund WV Nurses Assoc. District #3 Prof. Nursing Scholarship Bob Zide Memorial Scholarship
Message From Our Regional Scholarships Officer At the PACF, we believe that investing in our region’s next generation is critical to the success of our community. The Foundation manages more than 140 scholarship funds that honor family or friends, celebrate retirements, memorialize loved ones, or ensure that donor values are passed from one generation to the next. Scholarship Funds have different eligibility requirements. Many awards are restricted to students graduating from certain high schools, pursuing particular fields of study or attending specific institutions. While most existing scholarships are limited to students who are graduating high school seniors, there are some available to students whose undergraduate degree program is already underway, who are pursuing graduate level education or who are “non-traditional” students. Rachel Brezler I enjoy each year working with local students and school staff to help them Regional Scholarships Officer identify financial assistance available through the Foundation for students pursuing higher education. It’s always great to hear the success stories of students who have received a scholarship and to see where they are now in their careers after graduation.
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A
gency
Funds
The region’s nonprofit organizations are on the front-lines addressing some of the most pressing issues. Having an Agency Endowment Fund or Agency Designated Fund established at the PACF ensures that these organizations will have an ongoing source of income to help support their charitable missions. During FY 2016, the Foundation’s 40 Agency Funds provided $165,787 to their nonprofit beneficiaries. Actors’ Guild Preservation Fund Allohak Council, Boy Scouts of America Fund American Red Cross of Northwest West Virginia Endowment Fund Blennerhassett Foundation Endowment Fund Boys and Girls Club Permanent Endowment Fund Doddridge Co. 4-H Fund (DCCF) Doddridge County Library Fund (DCCF) Faithlink Endowment Fund Family Crisis Intervention Center Endowment Fund GFWC West Virginia Support Fund Good Samaritan Clinic, Inc. Advised Fund Horizons Ctr. Independent Living in Memory of J. Jackie Purkey Humane Society of Parkersburg - Spay/Neuter Assistance Program Fund Jr. League of Pkbg. Cook House Preservation Fund Minnie Hamilton Health System Fund (LKACF) Mountain Heart Foundation Fund MOV Symphony Society Advised Fund Parkersburg & Wood Cty. Public Library Endowment Fund Parkersburg Academy of Medicine Fund Parkersburg Art Center Endowment Fund
Parkersburg Day Nursery Endowment Fund Parkersburg High School Foundation Fund Patriot Foundation Fund – A Perm. Endow. Fund for Parkersburg South High School PHS A Cappella Choir Endowment Fund PS Project Recovery & Support Network Fund Rae Brown Sumnerite Endowment Fund Ritchie County 4-H Endowment Fund (RCCF) S. W. Resources, Inc. Permanent Endowment Fund Sisters of St. Joseph Health & Wellness Foundation SchoolBased Health Fund Smoot Theatre Endowment Fund Bennett “Benny” Stump Mem. Fund for Wood County Rec. The Arc of Wood County Endowment Fund United Way Alliance of the Mid-Ohio Valley Endowment West Union Christian Church Endowment Fund (DCCF) Westbrook Health Services Perm. Endowment Fund Williamstown High School Foundation Fund Wood Co. Christian School Endowment Fund Wood County Senior Citizens Fund Wood County Society Designated Fund YMCA Permanent Endowment Fund
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Looking to the Future Doddridge County Parks looks to the future by establishing an Agency Endowment Fund.
The Doddridge County Park offers something for everyone at its site of nearly 250 acres of land and many amenities. With many features and multiple acres to maintain, the Doddridge County Parks and Recreation Commission took a proactive step this year to secure its financial future by establishing a permanent charitable fund with the PACF’s Doddridge County affiliate. The new Friends of Doddridge County Parks and Recreation Commission Endowment Fund is a long-term permanent source of funding for the park. The Fund will make an annual distribution to the Doddridge County Parks and Recreation Commission to help preserve and maintain the park. “This permanent support fund enables us to focus our attention on providing an excellent venue for recreational and educational opportunities for visitors,” said Greg Cottrill, Director of the Doddridge County Parks and Recreation Commission. “We’ve been very fortunate to receive grant support from the Foundation. With the $5,000 grant which we recently received, we built the park’s first-ever ‘Yurt,’ a form of lodging for rent beginning in 2017. The Commission’s decision to partner with the Foundation to establish this fund was an easy decision and one we know will prove beneficial for years to come. Once the fund reaches a minimum fund value of $10,000 set by the Foundation, it will annually generate a distribution to the park. The beauty of this setup is that the principal of the fund is never invaded, so it can forever invest and annually issue a distribution to the park. We hope, over time, our initial investment will be paid-back and then some.” 21
R
egional Affiliates
Doddridge County Community Foundation (DCCF) DCCF Advisory Board members were busy this past year raising community awareness regarding the Foundation’s operation and mission. “Right now, Doddridge County is experiencing a record transfer of wealth,” said Tom Whaling, DCCF Advisory Board Chairperson. “Each year, nearly $21 million in assets are transfered through estate gifts. In most cases, those assets aren’t staying in the county. Citizens have the opportunity to leave a portion of their estate to the DCCF to permanently benefit their community. By doing so, they can potentially reduce their estate’s taxable income, while also giving the Foundation the opportunity to grant thousands of dollars back into Doddridge County each year.”
EQT Corporation presented a $20,000 check to members of the DCCF Advisory Board to support the Doddridge County Community Support Fund, providing an ongoing source of support for charitable needs in the county, and to make grants in fall 2016 through the Community Action Grants Program.
Little Kanawha Area Community Foundation (LKACF) The LKACF Advisory Board, chaired by Ron Blankenship, has been working to promote not only charitable giving, but the Civic Leaders Fellowship Program (CLFP). During the summer of 2016, four students from the LKACF region (Calhoun, Gilmer, Wirt counties) participated in the CLFP. Michael Hicks, is the first student from the LKACF region to complete all three years of the Program. “I have always had a passion for public service, which I exhibited during my internships through the CLFP,” said Hicks. “Both of my experiences with the WVU A $5,800 grant to Minnie-Hamilton Health Care System supported Extension Service and Calhoun County Prosecuting the Calhoun Recreation and Development Center collaborative effort to develop a youth basketball program where over 70 children participated. Attorney’s Office allowed me to learn more about the needs of the people of my county.” Michael helped write a grant to support the new youth As a part of his third-year experience in the Program, basketball program in Calhoun County. 22
Affiliates at a Glance
Congratulations to Cairo High School (CHS) class of 1966 on your 50th reunion! At the reunion celebration, Chance Haugh, a recipient of the CHS Alumni Scholarship paused for a picture with his grandmother, Mona Region (CHS ‘63), and his great-aunt, Norma Smith (CHS ‘64).
In 1986, the county’s three high schools consolidated to form the Ritchie County High School. To ensure their former schools will forever be honored, local alumni came together to establish scholarship funds with the Foundation - the Cairo High School Alumni Scholarship Fund, the Harrisville High School Alumni Scholarship and the Pennsboro High School Alumni Scholarship Fund. Over the past ten years, these three funds together have generated more than $150,000 in awards to benefit local students pursing higher education.
Ritchie County Community Foundation (RCCF) “The three alumni funds for the benefit of Ritchie County are a testimony to our local citizens passion and caring nature,” said Alan Haught, RCCF Advisory Board Chairperson. “Others should take note of these group’s commitment to the future of our citizens.” The RCCF Advisory Board is composed of citizens from throughout Ritchie County who are concerned about their community and want to make a positive impact that will last. Just like the alumni associations in the county, these board members want to ensure that their high schools are remembered and that their county has grantmaking and scholarship resources available for years to come. 23
The Foundation’s vision is to hold a vital role in our region supporting people who work together to build resources and apply leadership, creating a better place for citizens today and tomorrow. The PACF’s Affiliate Advisory Boards help inspire philanthropy, engage local citizens and help the Foundation deliver results that matter most for the people of a specific area.
I
nitiatives
The Parkersburg Area Community Foundation takes a strategic approach to identify where it can make the greatest impact for our community. To help further its initiatives that address some of the Mid-Ohio Valley’s toughest challenges, the Foundation acts as a resource, partner, funder and/or convener. The PACF works collaboratively with leaders from nonprofits, government and the community to create durable, positive change across the region.
Give Local MOV Raises Over $274,000 With $130,000+ in matching funds on the table, more than $274,000 was raised through Give Local MOV 2016! The Foundation’s May 3rd event gave 43 local nonprofit partners the opportunity to raise funds while promoting their missions. Nonprofits raising the most funds included: Parkersburg Art Center ($22,000+), FaithLink ($19,000+), Minnie Hamilton Health Care Center, Inc. ($12,000+) and the Doddridge County 4-H ($10,000+). “Our event sponsors and the local donors who gave on May 3rd are the critical factors in the success of Give Local MOV,” said Julie Boyce, PACF’s Development and Communications Officer. “We deeply appreciate everyone’s patience and tremendous support this past year after our vendor, Kimbia, experienced processing volume issues nationwide,” Boyce said. “We witnessed a real and sincere commitment to the good of our community throughout the campaign—it’s been an incredibly heartening experience. We’re proud to be part of such a giving community of people and are very grateful to everyone for helping to support these key organizations doing great work through the Give Local MOV campaign.” The Foundation is preparing for Give Local MOV 2017 on May 2nd. Learn more by visiting the website, www.GiveLocalMOV.org.
Thank you Superior Toyota for your lead sponsorship of Give Local MOV once again in 2016! Pictured left to right, the late Tom Hathaway with his son, T.R. Hathaway and Tom’s grandson, Tommy Hathaway. We are thrilled to recognize Superior as the lead sponsor of Give Local MOV 2017! Superior’s $30,000 donation in memory of Tom and Scott Hathaway will be used to provide matching funds to all partner nonprofits participating on May 2!
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Initiative Partners Initiative Partners are imperative to the growth and success of Give Local MOV and/or Civic Leaders Fellowship Program. Below are the FY 2016 lead sponsors
Thirty-One Young People Return to Region The PACF celebrated the successful completion of the fifth year of its Civic Leaders Fellowship Program. Thirty-one students were placed with host employers throughout the region to gain work experience in their respective fields. In addition to gaining meaningful employment, students also participated in leadership trainings on Mondays during the Program. During the seven-week Program, each first-year Civic Leader spent his/her Mondays engaging with one another, learning about the community’s needs and issues, and exploring personal and professional development opportunities. The thirteen second-year Civic Leaders spent their Mondays furthering their leadership studies, visiting area nonprofits, assessing community needs and learning about community grantmaking. Third-year students developed networking skills and met with area business leaders and potential employers in preparation for work following graduation. The second-year Civic Leaders visited nineteen nonprofit organizations over the course of the summer and evaluated where to award $5,000 in grant funds. After much deliberation, they awarded the Harrisville Volunteer Fire Department $2,700 to purchase one full set of turn-out gear (jacket, pants, boots, helmet and hood), SW Resources got $2,000 to install handicapped-accessible doors in the production facility, and $150 each to the Humane Society of Parkersburg and Eve, Inc.
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Ausenheimer Memorial Trust of the PACF Mr. and Mrs. James F. Beck Benedum Foundation Blennerhassett Dental Society Mr. & Mrs. Arthur Campbell Comfort Keepers Community Foundation for the Ohio Valley FirstEnergy Foundation Fund Evaluation Group Erie Indemnity Virginia S. Hackett Memorial Fund of the PACF Mr. and Mrs. Bruce Holmes Bernard McDonough Fdn. Marietta Comm. Fdn. MOV Endow. for Women, Children & Families Fund of the PACF Parkersburg Woman’s Club Pickering Associates The Ross Foundation SDR Plastics, Inc. Sir Speedy Printing #7354 Superior Toyota WVU at Parkersburg Mary M. Welch Adv. Fund WesBanco, Inc. Daniel B. and Sharon E. Wharton Advised Fund
O
ther
Funds
PACF Administrative & Special Project Funds The PACF is fortunate to have 15 Administrative & Special Project Funds that support the Foundation’s operating and program needs. While each of the administrative funds are endowments, the special project funds are considered non-endowed and allow the Foundation the flexibility to support its initiatives and special projects that may arise in our region. Walter E. Ausenheimer Fund Suzanne L. Bayley Memorial Fund Benedum Foundation Grants Fund Edith Parker Cather Memorial Fund Civic Leaders Fellowship Program Fund Dils Community Support Fund Give Local MOV Governors’ Administrative Support Fund
Lillian & Leo Levey Trust Fund Richard G. Mason Memorial Fund City of Parkersburg Schools to Pools Fund Parkersburg Skate Park Fund Pass-Thru Grant and Scholarships Fund Building Reserve Fund Technology Projects Fund
Fund Building Program To establish a fund with the Foundation, a minimum gift reach that minimum gift over the course of 5 years. The (varies by fund type) must be accepted. To assist with following funds were using the PACF’s Fund Building donor’s charitable goals, the Foundation has established Program as of 6/30/2016 to become fully endowed. a Fund Building Program which allows donors to Artsbridge Fund for the Arts Dr. Loretto R. Auvil, MD Charitable Fund Carl Balderson, Jr. Memorial Fund Blubaugh Prize Fund for PHS Boyce Charitable Fund Landon David Butterfield Memorial Fund H. Smoot and Judith Fahlgren Advised Fund Fred & Barbara Kight Endowment for PHS Hino Motors Scholarship Fund J. Madison Jackson Scholarship-Athletic Prize Fund
Marissa Miller Student Athlete Scholarship Fund Ohio Valley University Fund Powell Law Office Wood County Scholarship Assistance for WVU College of Law RCCF Scholarship Fund (RCCF) Ella Adair Roberts Scholarship Fund Safety Net Fund WVU at Parkersburg Agency Fund Holly Jackson-Wuller Memorial Scholarship Fund
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N
ew
Funds
The following individuals, families and organizations are supporting their favorite causes and charities – here in the Mid-Ohio Valley – with a charitable fund in their name. And, these funds are being managed right here through the Parkersburg Area Community Foundation. Below is a list of new funds initiated with the PACF as of 6/30/2016.
Field-of-Interest Fund
Scholarship Funds
Doddridge County Charitable Fund (DCCF)*
Janice Todd Woods Memorial Scholarship Fund* Doddridge County Vocation Scholarship Fund (DCCF) Vasan Family Scholarship Fund
Donor Advised Fund
John Lee Memorial Theatre Scholarship Fund*
Arts and Trails Youth Enrichment Fund
Agency Funds
Designated Funds
Friends of Doddridge County Parks and Recreation
Children’s Listening Place Endowment Fund
Commission Endowment Fund (DCCF)*
Maurice J. Couture Memorial Fund
Wood County Trails Fund
Doddridge County Animal Welfare Fund (DCCF) Tyler Milam Westbrook Scholarship Fund
*Funds in Building Status
Teacher Support Fund in Memory of Rebecca Mangus
MaryCatherine Bolton and Helen Read, 2016 Parkersburg High School graduates, were the first to receive the Vasan Family Scholarship. Both students nominated a teacher who has encouraged them on their journeys of academic distinction. A reception was held at the PACF to honor the two exemplary teachers with their families, the scholarship recipients and their families, along with the Vasan family. Pictured left to right, Dr. Srini Vasan, Mrs. Corrine Full, Ms. Helen Read, Ms. MaryCatherine Bolton, Mrs. Lisa Berry and Dr. Usha Vasan.
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PACF Affiliate Program Restructuring The PACF’s Affiliate Program operating structure was reorganized to reflect the Foundation’s mission of being a permanent charitable enterprise and to reposition it for growth. Financial Statements for the period reflect this realignment.
The vision of the PACF is to hold a vital role in our region, supporting people who work together to build resources and apply leadership, creating a better place for citizens today and tomorrow. Guided by this regional vision of service and to increase philanthropic assets for its service area, the PACF initiated an affiliates program in 1999, creating affiliate organizations for the benefit of several counties. Affiliates are geographicallydedicated collections of component funds within the PACF supported by local Advisory Boards for their development and grantmaking activities. Over the next fifteen years, the PACF’s affiliates program successfully established more than $10 million in new philanthropic assets to aid its affiliate communities. During FY 2016, the PACF restructured its affiliate program. Following significant study, the PACF Board of Directors concluded that since the Foundation makes a permanent commitment to its donors and the PACF devotes major support to developing assets for its affiliate partners, that it was only reasonable to expect its affiliate partners to make the same commitment of permanence and support to the PACF in return. Thus, the PACF requested that its five affiliate partner organizations affirm their relationships as permanent to foster a stable and efficient operation for the benefit of all the Foundation’s service area. Three affiliates (those serving Doddridge County, Ritchie County and Little Kanawha Area) acknowledged the value offered by the regional partnership and affirmed their commitment to the PACF as permanent partners. Two affiliates (those serving Jackson and Mason counties) elected to form two new and separate community foundations serving solely their individual counties. As a result, the PACF’s financial statements for FY 2016 reflect substantial grants of assets previously assigned to those two geographic regions, made in conjunction with the separation from the PACF. Now that the PACF’s regional reorganization is complete and all three remaining affiliate partnerships are confirmed as permanent, the Foundation’s capacity to serve our region has been significantly strengthened, making for a more robust and sustainable operation for the good of the people of our region.
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F FY 2016 in Review Assets
$33.4 million Total Supporters
1,722
Total Grants
$11.6 million* Investment Performance
Qtr PE 6/30/16.........1.7% 1 yr..........................-0.3% 3 yr...........................6.0% 5 yr.......................... 6.0%
Operating Cost
1.37%
Statement of Financial Position (as of June 30, 2016) Assets
FY 2016
FY 2015
Cash and Cash Equivalents Investments, at fair value Accrued Interest Receivable Other Assets Fixed Assets (Land, Building, Equipment) Total Assets
352,531 33,438,118 39,666 100 340,796 34,171,211
418,890 43,193,679 53,779 100 354,306 44,020,754
Accounts Payable Wages and Related Taxes Payable Distributions Payable Fees and Credits Payable Total Liabilities Total Net Assets Total Liabilities and Net Assets
5,282 9,376 698,495
5,516 7,617 719,794 165 733,092 43,287,662 44,020,754
Liabilities and Net Assets
Note: Assets invested with: United Bank, Inc., Vanguard, Inc., WesBanco, Inc., and Charles Schwab & Company, Inc. The Parkersburg Area Community Foundation is audited on an annual basis by Suttle & Stalnaker PLLC. The PACF’s most recent audited financial statements, Form 990s, investment and spending policies, and other financial documents are available upon request.
713,153 33,458,058 34,171,211
Statement of Activity (as of June 30, 2016) Revenues
*Includes grants associated with affiliate restructuring.
inancials
Contributions and Grants Investment Income/Gains on Investments Administrative Fee Income Other Income Total Revenues
FY 2016 2,109,163 (153,493) 362,944 77,030 2,395,644
FY 2015 4,558,894 991,068 388,506 95,589 6,034,057
Grants, Distributions, & Scholarships Support Services Investment Management Fee Total Grants and Support Services Change in Net Assets Net Assets at Beginning of Year Net Assets at End of Year
11,610,396 468,762 146,090 12,225,248 (9,829,604) 43,287,662 33,458,058
2,878,035 484,361 156,758 3,519,154 2,514,903 40,772,759 43,287,662
Expenses
I
n Appreciation
On behalf of the many beneficiaries of your generous support of the Parkersburg Area Community Foundation and Regional Affiliates of Doddridge County, Ritchie County and the Little Kanawha Area, we extend a very heartfelt and most sincere thank you! Your giving supplies each day with special meaning for the Foundation—please know that we deeply appreciate your support. Your partnership ensures that we can fulfill our mission of service to the region.
Gifts in Honor Donations were gratefully received in honor of the following persons during this fiscal year Todd Baucher on 35 years with WTAP · Jim & Ann Beck · Tim Brunicardi · Christmas · Alan Craig · Dave Cyrus · Frank & Becky Deem John Doan · Doddridge County Courthouse Employees · Family & friends at the holidays · Vernon & Bobbie Fisher · GFWC Past State Presidents Margaret Gnegy · HHS Classes of 1944, 1945, 1946, 4950, 1951, 1952, 1958, 1959, 1964, 1966 and 1973 · Rob Hyde David Lacey, MD · Donald Miller · Dr. & Mrs. T. L. Mullins · Pennsboro High School Class of 1965 · PHS Classes of 1968, 1996 and 1997 Robert Riggs and staff · Jonathan Ritchie · Seth Ritchie · Tristan Ritchie · Keaghan Ritchie · Jerry R. Shaw · John Sjostedt · Beth Strobl Caroline Williams
Gifts in Memory
Donations were gratefully received in memory of the following persons during this fiscal year Wayne Amick · Jane Archer · Dr. Loretto Auvil · Oran Baker · Carl “Buss” Balderson, Jr. · Judy Ball · Joe Barbarow · Hazel Beer Patty Bennett - WCHS Class of 1961 · Pete Berolatti · Helen Border · Walter Bernard Bosley · Rick Boston · Terri Bragg · Keith Brown Carl & Helen Brum · Roger Busch - HHS Class of 1963 · Elizabeth (Liz Smith) Cantwell · CHS deceased classmates and teachers · Molly Cigal Sharon Clark-Smith · Dr. Armando Colombo · Dwight Conner & Ellen Conner Lepp · Dave Couch · Jennifer Coulter · Maurice Couture Thomas Cowan · Alex Craig · Margie Cravens · Randy Crislip · Dr. Robert Crooks · Gloria Crooks · Robin Kent Crumbaker · Linda Culp Sherri Ann Cunningham - HHS Class of 1985 · Cindy Curry · N. Jeane Curry · Kenneth & Katherine D. Davis · Lawrence & Jean Davis Gary Deem · Stella DePue · Evelyn Nichols DiClemente · Ed & Jane Dils · Edwin Michael Duff · Bob & Pat Dunbar · Patricia Ann Dunfee James F. Dunphy · Marvin Eddy · David Edward Farson · Mariam Gardhouse Fish · Marjorie Fissel · Louise Fletcher · Wayne George Shirley Gilmore · Bill Goff · Beryl Parke (Peggy) Adams Goldenberg · Pauline Haga · Mary Lou Hague · Catherine Hathaway Harold “Scott” Hathaway · Leela Heidler · Burl Higginbotham · Katie Holmes · Micaela “Mickey” Holmes · David Hughes Gladys Jackson · Wilda Jackson · Ryan Jobes · Ruth Johnson · LaVerne Pickering Kahl · Garry Kay · Patricia Kelly · Wilmetta (Hayes) Kelly Edna Raber Kerns · Judy Lockhart Kerns - PHS Class of 1973 · Fred Kight · Mary Ann Kirchner · Charles Austin Kreinik Robert Laird - HHS Class of 1954 · Charles Lanham · Lucretia Law · Jayne Leachman · John Lee · Everett Leggett · Hattie B. Leggett Lawrence M. “Larry” Lemon · Genevieve Linden · Jeremy Lipscomb · Helen Lucas · Gene Manzo · Helen Marcinko · Frank Marino Tom Marlow · Harold McClaskey · Carolyn McCune · Jim McLean · Peggy Merimar · Loraine Metz · Ottie Metz · Margaret Michels Anita Minks · Charlie Montgomery · Phyllis Morrison - HHS Class of 1954 · Dennis Mott · Maxine Mullins · Jimmy Sue Robinette Murdock Randall T. Murrill · Dr. Harry Myer · Don Northrup · Joan Nutter - CHS Class of 1955 · Shirley O’Brien Marian and James O’Hair - DSH Alumna · Art Oliver · Joyce Pitrolo · Ethel M Musgrave Poole · Bernie Potter · Todd Powell Mary Jo Pribble - HHS Class of 1947 · E. K. Pritchard · Jack Reed · Dr. David Ritchie · Lawrence M & Margaret Ann Ronning · Carl A. Roth Lottie Shaffer · Nellie Grimm Sheppard · Lois F. Simmons · Sisters of the Visitation · Conard H. Six · Lisa Danette Smith · John Smittle Annabelle Snider · Kevin Snider · Gary Stanley · Mary Marjorie States · Ed Stephenson · Mildred Strain · Jeffrey Sullivan · Patricia Sweyer Ruth Tepley · Robert Tillis · Katherine Torbeck · Dixie Rose Baker Twyman · Sandy Wanner · Frances Webb · Gladys Webb Tyler Milam Westbrook · Anne Wheatley · John White · Michael C. Whitlow · Kathryn “Katie” Wilhelm · Billy Wilson Sarah Frances DeFranco Winans · Lauretta Wise · Emogene Wolfe · Harriett Jeannine Yoho
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B
oard and
Staff
Board of Directors (FY 2016) Front Row, Left to Right: Cynthia Brown, Linda Gerrard, Donna Smith, Dr. Usha Vasan (Emeritus Member), Marie Caltrider (Chairperson), Ann Beck, Gwen Bush, Jean Freeland (RCCF rep), Tom Whaling (DCCF rep), Robert Kent, Bob Wright. Back Row, Left to Right: J. Randy Dick, Robert “Beau” Ellison, Fred Rader, Greg Herrick, Paul Hicks, James Crews (Emeritus Member), James Bennett (LKACF rep), John Tebay, Curtis Miller. Not Pictured: Becky Deem, Rob Fouss, Dr. Mansoor Matcheswalla, John Ralsten, Dan Wharton.
Staff Judy Sjostedt Executive Director JudyS@pacfwv.com
Rita Smith Office Manager Rita.Smith@pacfwv.com
Marian Clowes Senior Program Officer Marian.Clowes@pacfwv.com
Julie Boyce Development and Communications Officer Julie.Boyce@pacfwv.com 31
Rachel Brezler Regional Scholarships Officer Rachel.Brezler@pacfwv.com
Non-Profit Org US POSTAGE
PAID
Parkersburg, WV Permit No. 144
PO Box 1762 | Parkersburg, WV 26102-1762 RETURN SERVICE REQUESTED
Please contact our office if you have received duplicate copies of this report or if corrections are needed. Thank you! Confirmed in Compliance with National Standards for U.S. Community Foundations
The Parkersburg Area Community Foundation & Regional Affiliates of Doddridge County, Ritchie County and the Little Kanawha Area (PACF) is a community of thousands of people committed to improving our collective future by inspiring philanthropy and connecting people with opportunities to make a meaningful difference, engaging citizens to address key issues and delivering results that matter for the people of our area.
Fiscal year 2016 Annual Report