2006 report to the community memory keepers · 2016. 11. 9. · jean taylor rannells anna jo crosby...

2 0 0 6 R e p o Rt t o t h e C o m m u n i t y

MemoryKeepers

GatherGrowGrant

the eastern West Virginia Community Foundation and hampshire County Community Foundation (a new Affiliate) offer our 2006 Report to the Community. throughout, you’ll see pictures of late members of our community or individuals whose family, friends, and neighbors created a fund in their memory.

J.B. Smith

Terry Lee Walker, Jr.

William Bradyand

Jean Taylor Rannells

Anna Jo Crosby

Geri Wissinger

Clyde E. Smith, Jr.George and

Holly HancockFrada Fine

GatherGrowGrant

Eastern West Virginia Community Foundation229 east martin Street, Suite 4

martinsburg, West Virginia 25401

(304) 264-0353(888) 507-8375 toll-free facsimile

[email protected]

Serving Jefferson, Berkeley, and Morgan Counties

Hampshire County Community Foundationpost office Box 40

Romney, West Virginia 26757

(304) 822-7200(888) 507-8375 toll-free facsimile

[email protected]

Serving Hampshire County

EastErn WEst Virginia Community Foundation

2007 Board oF dirECtors

Stewart m. Borger, President

Diane Dailey, Immediate Past President

mary Clare eros, Vice President

William D. Sites, Treasurer

Conrad C. hammann, Secretary

Jeff Boehm

Charles m. Brown

Gat Caperton

Betsy Coffey

Gary Fleming

Cindy Johnson

henry Kayes

Jim Keel

J. philip Kesecker

tia mcmillan

taylor perry

Roger perry

Ruth pritchard

Douglas m. Roach

Betty Russell

tom Seely

Robert Strauch

terry L. Walker

michael Whalton

HampsHirE County Community Foundation

2007 Board oF dirECtors

Cindy Johnson, Chair

Karen hyers, Vice Chair

Amy pancake, Secretary

mary French Barbe

tom Campbell

Charlie Carl

Bob mayhew

Charlie See

Dick hamblin

Jim miller

Amy e. owen, Executive Director

12006 RepoRt to the Community Gather Grow Grant

GatherGrowGrant

taBLE oF ContEnts

memory Keepers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 2

invest in your Community . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 3

Become a part of the Community Foundation . . . . . . . . . . . . . . . . . . . page 4

Grantmaking and Scholarship Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . page 6

2006 Community Celebration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 12

2006 Donors and philanthropists . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 13

2006 Grants pledged and Awarded. . . . . . . . . . . . . . . . . . . . . . . . . . . page 17

Legacy Society . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 19

2006 Scholarships pledged and Awarded . . . . . . . . . . . . . . . . . . . . . . page 20

Financial Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 22

Applying for a Grant or Scholarship. . . . . . . . . . . . . . . . . . . . . . . . . . page 24

Confirmed in Compliance with National Standards for U.S. Community Foundations

tECHniCaL adVisors

George Alwin, AAmS

michael e. Caryl

philip Cox, CpA

David DeJarnett, LL.m

Rod Frye, CtFA

Robert L. hersey

edward Slonaker

Larry A. thornton, CtFA

Keith unger, CtFA

New Voices . . .

is to improve the quality of life for all people in eastern West Virginia. the Community Foundation embraces the concept that people working together can make a difference. We seek a common philosophy whereby people recognize, understand, and act upon the benefits philanthropy brings to our community. We build permanent endowment. We offer maximum flexibility to our donors, meet high professional standards, promote effective and efficient grantmaking, and strengthen charitable organizations in our community.

this year, we greet you with new, additional voices. the eastern West Virginia Community Foundation has a new Affiliate, the hampshire County Community Foundation. We’ll work closely together to gather, grow, and grant in our respective areas, continuing our standards of leading with local people, carefully investing our local assets, and meeting local needs.

the eastern West Virginia Community Foundation also will continue its role as community “memory Keepers.” We hope you’ll carefully peruse our Report to the Community. While all of our permanently endowed funds have special and important purposes, many of them pay tribute . . . establish a legacy . . . and carve a lasting memory of someone special.

the hampshire County Community Foundation’s very first fund, named for William Brady and Jean taylor Rannells, is a memory Keeper fund. A new eastern West Virginia Community Foundation fund is a memory Keeper for Clyde e. Smith, Jr., a sixth-generation resident of the eastern panhandle. Both become a lasting legacy that will touch lives, forever.

As a Community Foundation, keeping those legacies and the memories of what and whom they stand for is part of our mission. on behalf of your community, we are pleased to present this publication with the hope you will join fellow citizens in building lasting legacies and keeping our community memories within our touch.


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Amy owenExecutive Director

Cindy JohnsonChair, Hampshire County Community Foundation

Stew BorgerPresident, Eastern West Virginia Community Foundation

MemoryKeepers

We specialize in offering personalized service to our donors. We work with community benefactors who craft how they can give back—making an impact now and for generations to come. Whether philanthropy is a new personal journey or an established family tradition, we offer personalized services at no extra cost. We can work with you to:

➤ help you determine the values that will guide your giving

➤ Create an individual giving plan

➤ investigate issues that interest you

➤ identify and evaluate local organizations that

match your interests

➤ Work with your family to engage

multiple generations

there is so much we’d like you to know. For

more information and ideas on ways to combine

your charitable giving with permanent endowment,

ask your financial advisor or contact us, today.


iNVest iN Your commuNitYYour Community Foundation gives you the tools you need to invest in the community.

the Community Foundation reaches out to community charities with more than grants and funding. ongoing workshops to build knowledge, networking, and capacity for area charities through the “Community Collaborative” features meetings and workshop sessions, as well as a satellite Foundation Center research center for grant seekers. the programs are coordinated and sponsored by the eastern West Virginia Community Foundation, Shepherd university, and united Way of the eastern panhandle.

Corporate, individual, and foundation funders presented ideas, information, and answered questions at a “Meet the Funders” workshop.

Charity leaders and staff pictured her were participants of a past Community Collaborative workshop called “Meet the Funders.”

By creating a fund in your Community Foundation, you can take advantage of all we have to offer. the Community Foundation makes it economical and easy for you to invest in the community. Donors get prudent fund management and the generous tax advantages associated with giving through a community foundation. you also benefit from a committed staff with knowledge of the community and the charities in our area.

We take care of administrative functions, evaluate charities, and stay in tune with the changing community to support you and help you achieve your charitable vision.

here are the basic steps for creating a fund.

1. define your charitable and financial objectives. Consider how you want your gift to be used, whether you want future family members involved, and how much involvement you want in making grant recommendations.

2. select the type of fund that matches your charitable interests.

General fund. A gift to establish a General Fund helps meet the changing needs of the eastern panhandle, now and in the future. General Funds broadly support the wellbeing and vitality of eastern West Virginia and its residents and are distributed to qualified

charities seeking support through the Community Foundation’s grantmaking program.

When you establish a General Fund, you leave decisions about the use of your gift to the Community Foundation, trusting the Foundation’s knowledge and reach within the community to determine what needs are most pressing.

Area of Interest Fund. this type of fund allows you to target an area of need rather than a specific charity. the Community Foundation will make grants to those organizations most effectively serving the people and causes you want to help—the elderly, homeless, hungry, arts and cultural organizations, education, environment, for example.

Donor Advised Fund. A donor-advised fund allows you to enjoy ongoing involvement in the distribution of your gifts from your

Become a Part of the easterN west VirgiNia commuNitY FouNdatioN and the HampsHire couNtY commuNitY FouNdatioN


Susan Wellford Smith Jane P. Snyder Dr. Martin Luther King, Jr. J. Oakley Seibert

Edger McKee and Ethel D. Sites

transferring a private Foundation. you may wish to create a vehicle that allows continued, long-term involvement with charitable giving and creation of a private foundation is often an early consideration. however, the disadvantages of private foundations—excise fees, administrative fees, lesser tax benefits, and due diligence administration—cause many to seek a more flexible alternative such as a donor-advised fund in the Community Foundation. existing private foundations can be easily transferred to a named endowment fund within the Community Foundation, greatly reducing administrative overhead, while maintaining key elements of donor involvement and long-term, legacy vision.

Corporate giving Funds. Corporations are often overwhelmed with requests for charitable gifts. many corporations across America look to their local community foundation for a simplified, focused giving program, administered by Community Foundation staff. A corporation can establish a named fund and set up specific guidelines for grant making. or, it may elect to give the Community Foundation full discretion over disbursements.


fund. you bring specific grant recommendations to the Community Foundation for consideration.

Designated Fund. you may name a specific charity to benefit from your gift. Should this designated organization cease to exist, the Community Foundation has the authority and responsibility to reallocate the gift to another agency that most closely reflects your original vision.

Scholarship Fund. you may choose to dedicate a fund’s purpose entirely to helping students study and advance their education. the Community Foundation works with area school staff, community volunteers, and our Board of Directors to interview students and make award recommendations.

3. determine which asset you will use in creating your fund. Gifts of cash, securities (publicly traded or closely held) or real estate can be accepted by the Community Foundation to set up a fund. Assets with a low cost basis are often wise choices, since they offer maximum tax advantages: you pay no capital gains tax and receive a favorable income-tax deduction. you may also wish to review assets inside your retirement plan for possible charitable use. At all times, we work closely with your accountant and attorney to ensure your charitable wishes are clearly understood and applied.

newly established funds can be created with a lump-sum gift of $5,000 or more. you also may create a seed fund, building toward a fully endowed $5,000 fund over five years.

4. Choose a name for your fund. many donors choose a family name, but you can use any name that is meaningful to you.

5. make your gift to the Community Foundation. While your gifts to estab-lish a fund will be commingled with other Community Foundation assets, earned income and appreciation are returned to your fund for its charitable use.

6. make a gift through your Will. Appropriate language to make sure your Will meets legal and tax criteria is available. Just ask!

From here on, your charitable vision is nearly worry-free. the Community Foundation takes care of government filings, grant paperwork, auditing and accounting. most importantly, you will have joined with dozens of others who have created a personal legacy that is true philanthropy.

to get started, contact the eastern West Virginia Community Foundation at (304) 264-0353 or via email at [email protected] or hampshire County Community Foundation at (304) 822-7200 or via email at [email protected].

grant making and sCHoLarsHip Funds

Berkeley County Reads Fund Seed Fundthis new fund will help support construction of new library facilities in Berkeley County and eventually support maintenance and upkeep for library facilities in the county.

Berkeley County Teachers' Scholarship Fund 1996Corning Glass Works and the Corning Foundation founded this fund, with the original vision to help send Vickie Bullet's family to the 1992 Summer olympics where ms. Bullet won a gold medal as part of the u.S. women's basketball team. Surplus gifts started the fund.

Boehm Family Fund 2005the Boehm Family created this donor-advised fund to provide grants to Christian-based charities serving those in need and at-risk children in the panhandle community.

Boys and Girls Club of the Eastern Panhandle Fund 2006

Launched by Richard Durham, this fund provides general support to

this group that offers safe-haven, programs, clubs, recreation, and activities to so many area youth.

Boys and Girls Club of Morgan County-Gail A. Shade Fund 2004

this fund supports the Boys and Girls Club of the eastern panhandle and its morgan County facility in honor of the 2004 Spirit of the

panhandle volunteer Gail Shade who helped to create the club. CnB Bank, inc. donated funding to establish this endowment.

Big Brothers Big Sisters of the Eastern Panhandle Fund

2004multiple donors helped to begin this endowment fund—Don owen,

Andrew michael, Robert Strauch, and Joanna Abbruzzese —to benefit this organization that matches high-risk and at-need children with volunteering adults, or “Bigs,” who spend time to build long-term relationships with their “Little.”

Walter and Mary Jo Ziler Brown Fund 2006this scholarship fund helps eastern panhandle students to study animal husbandry, agriculture, attend veterinary school, or become a vet tech.

Case-Rayburn Family Fund 2004this donor-advised fund, founded by Linda Case, provides support for charitable programs that address issues of poverty, education, conservation, and human welfare.

Charles Town Rotary J.B. Smith Memorial Fund

2003Set up in memory of harpers Ferry’s J.B. Smith who was killed in an automobile accident in 1998 at

age 23, this fund was established by the Charles town Rotary to benefit Jefferson memorial park, public high-school base-ball athletics in Jefferson County, and the eastern panhandle Free Clinic.

Anna Jo Crosby Scholarship Fund 2003

Anna Jo Crosby’s friends, family, and husband created this tribute in her memory. Scholarships support morgan County high school graduates

pursuing a degree in biology or veterinary medicine.

Diane M. and James W. Dailey II Fund 2006this donor-advised fund provides grants to area charities that serve poverty-based populations, educational programs, and economic development.

Derflinger Earth Sciences Scholarship Fund 2006this fund, created by Jerry Derflinger, provides scholarships for Berkeley County students with financial need attending a West Virginia college or university to study agriculture, forestry, geology, archeology, or environmental science.

Polly Dillon Scholarship Fund 1998

mary Coe Dillon, a retired school teacher, invested her professional career in educating Berkeley County children. her fund is dedicated to

providing scholarships to hedgesville high School graduates interested in pursuing a four-year degree in agriculture or related natural sciences.

the Eastern West Virginia Community Foundation provides stewardship for the following endowed funds. their purposes differ, but all share the primary focus of improving the quality of life in the eastern pandandle.

(continued to page 7)


OF THE EASTERN PANHANDLE


Eastern Panhandle Free Clinic Fund 2005Created in honor of Katharine Costea, named 2005 Spirit of the panhandle. She selected the eastern panhandle Free Clinic as her endowment beneficiary to support it’s commitment to serving those in need with medical care. the fund was sponsored by Bank of Charles town.

Eastern Panhandle Young Life Endowment Fund 2006

this designated fund will forever

benefit the local chapter of young Life, a program dedicated to reaching out to school-aged youth with faith-based gatherings, activities, and programs.

Eastern Panhandle WVU Alumni Association Scholarship Fund 2004

this fund provides future scholarships to attend West

Virginia university for graduates of Jefferson, Berkeley, or morgan County high schools who are children, stepchildren, or grandchildren of WVu alumni.

Eastern West Virginia Community Foundation Administrative Fund 2004

Founded and funded by Community

Foundation former presidents Doug Roach, tia mcmillan, and Diane Dailey, distributions offset the annual operating expenses of the Community Foundation—our own endowment for the future.

Endowment for the Arts 1997the Shepherdstown Rotary Club helped to seed this fund with a gift to benefit an area orchestra no longer in operation. Grants from the Fund support panhandle arts and cultural programs.

Endowment for the Community 2002 the eastern West Virginia Community Foundation's Board of Directors established this fund to meet the many changing needs of our community. Such Board directed grantmaking is an all-important resource for the Eastern West Virginia Community Foundation and its mission to improve the quality of life for all people in eastern West Virginia.

Endowment for Recreation 1997Created with collective gifts from community members, this fund provides grants to community recreation projects and programs.

Endowment for Special Needs 2004Founded originally by the former eastern panhandle training Center in 1997, this fund continues the tradition of providing support for retarded and mentally disadvantaged youth and adults.

First Presbyterian Church Angel Fund Seed Fundthis fund allows the leaders of its congregation to help individuals and families in need in our community.

Frada Fine Berkeley Education Fund 2006

Launched with the support of BB&t Wealth management, this fund provides resources to Berkeley County public

schools and their educational programs and initiatives.

Solomon Fine Fund 2005

Created through a

bequest and in cooperation with BB&t Wealth management, this community fund provides an annual

grant to charitable, religious, or civic organizations in martinsburg or Berkeley County as a special commendation for outstanding work and leadership for the betterment of citizens in the area.

Fischer Family Fund 1999this scholarship fund was established by Dr. Frank h. Fischer to provide scholarships to eligible recipients pursuing an associate degree in business or accounting.

Dr. N. Blaine Groves/RotaryScholarship Fund 2001

the martinsburg Rotary Club created this scholarship fund in memory of Dr. n. Blaine Groves

to benefit Berkeley County high-school graduates.

Habitat for Humanity Endowment Fund 2005

Launched by C. David and Barbara L. miller, this fund provides

annual general operating support for this organization that brings together community resources to build houses for those in need.


AlumniWest Virginia University


Hampshire County Community Endowment 2006

Founded by the charter Board of Directors for

the hampshire County Community Foundation, this fund helps to meet changing charitable needs in hampshire County.

George W. and Holly Woods Hancock Memorial Fund—Mt. Zion Methodist Church Fund 1995

mr. hancock honored his wife's memory and their faith by creating this

organizational endowment fund to benefit martinsburg's mt. Zion methodist Church.

George W. and Holly Woods Hancock Scholarship Fund 1995

George hancock became the charter donor of the Eastern West Virginia

Community Foundation when he established this fund. mr. hancock directed ymCA organizations around the nation for 43 years. his wife taught kindergarten. their work inspired this fund that provides higher education scholarships to African American students graduating from Berkeley County high schools.

David A. “Hawk” Hawkens Scholarship Fund 2003

Created by the friends and family of uSAF Captain David hawkens, this fund serves as a memorial to his life. College-bound students

from Jefferson, Berkeley, morgan, and hampshire Counties based on financial need are eligible.

Home Hill Charitable Fund 2003this donor-advised fund, created by margaret Drennen and overseen by the governing board operating the home hill Corporation, supports a broad range of charitable programs in Jefferson County and the eastern panhandle.

Housing Action Fund 2005

Launched by Dan Ryan Builders, this fund begins an annual grantmaking initiative to address the current eastern panhandle crisis in affordable housing

and shelters for the homeless.

Hospice of the Panhandle Endowment Fund 2000

this agency endowment fund was created by

hospice of the panhandle. earnings from this endowment help offset hospice expenses throughout the community as they fulfill their mission to provide resources for care providers, patients, and families.

Jefferson County Schools Education Foundation Fund 2006this fund provides funding for the support, continuation, and advancement of public education K-12 programs in Jefferson County, as guided by the Jefferson County Schools education Foundation.

Karos Family Fund 2006this scholarship fund, created by George Karos, helps Berkeley County students who intend to become pharmacists.

Martin Luther King Scholarship Fund 2000

to honor the memory of one of the nation's great leaders, the martin Luther King Scholarship Committee established

this fund to distribute scholarships to graduating seniors from Jefferson, Berkeley, and morgan counties in perpetuity.

Martinsburg 200th Anniversary Scholarship Fund 1996Berkeley County high-school graduates seeking a four-year degree are eligible for scholarships from this fund, established with surplus funds from the celebration of the 200th anniversary of the founding of martinsburg.

Martinsburg-Berkeley County War Memorial Park Fund 2005

A favorite community park in the heart of

martinsburg, distributions from this fund will aid in restoration and up-keep of facilities and provide programs for the thousands who love and enjoy War memorial park.

McMillan Family Fund 2000this donor-advised fund was created by the mcmillan family to primarily benefit arts and recreation programs in the community.

Wilda Michael Memorial Scholarship Fund 2003

the family of Wilda michael established this fund to honor her memory. the fund benefits hampshire




County high school graduates pursuing continuing education.

Arthur L. Miller Fund 2006

Created by bequest, Arthur miller designated his fund to provide annual grants to benefit Berkeley County Senior Services.

Millers Electric Scholarship Fund Seed Fundthis new fund will offer scholarships to Berkeley County residents who wish to pursue a degree from James Rumsey Vocational technical School in electrical technology, heating/ventilations/air conditioning, or culinary arts.

Ginnie Molnar Fund for Special Athletes 2004

Created by BB&t Wealth management in honor of 2004 Spirit of the panhandle vol-unteer Ginnie molnar, this fund provides annual support to Special olympians in Berkeley County.

Morgan County Youth Fund 2005Founded by tom and Virginia Seely, this fund aids sick, needy, dependent, neglected and disadvantaged children in morgan County, and provides support for their athletic, social, civic, and community activities so important to a good life.

Mountain Heart Foundation Fund

2005mountain heart Foundation operates

a summer camp for children with heart conditions. this fund provides scholarships for children from the eastern panhandle to attend this special West Virginia camp.

Ron Nordeen/Good Shepherd Interfaith Volunteer Caregivers Fund 1999

Founded in honor of Ron nordeen, this fund provides an endowment for the Good Shepherd

interfaith Volunteer Caregivers, which provides caregiving and support for elderly, homebound, and needy citizens in Jefferson County. A gift from Conrad C. hammann, Sr., first "seeded" the fund in 1997. it continues to receive income annually from donated paper prod-ucts offered for recycling at halltown paperboard Company.

Panhandle Home Health Endowment Fund 2003

panhandle home health’s

Board of Directors created this fund as a permanent organizational endowment. Distributions from the fund will help offset annual expenses as panhandle home health fulfills its mission to provide quality health care services in the comfort of patients’ homes.

Roger and Wanda Perry Fund 2005the perrys recommend grants for charitable programs and activities in Jefferson County through this donor-advised fund.

Bonn Poland Family Roundhouse Recreation Fund 1998this fund was established by Bonn “Buzz” poland based on his interest to

include youth programs and recreational opportunities within the renovation of the Baltimore and ohio Roundhouse in martinsburg.

Potomac Valley Audubon Society Fund 2004

Founded in honor of 2004 Spirit of the panhandle Volunteer Jean neely and endowed by the Bank of Charles town,

this fund provides annual support for the potomac Audubon Society and its yankauer nature preserve.

Pritchard Family Fund 2004this donor-advised fund was created by paul and Susan pritchard to provide grants for programs serving the citizens and countryside of the eastern panhandle, the greater mid-Atlantic region, and national charitable organizations.

William Brady and Jean Taylor Rannells Fund Seed Fund

Distributions from this fund, founded to honor the donor’s parents who met, lived, loved, and raised a family in hampshire County, will benefit youth and

health programs in that county.

Joan Roach Volunteer Fund for the Needy 1999Friends, colleagues, and family members of Joan Roach established this donor-advised fund to honor and recognize her ongoing community work. the fund benefits faith-based community programs providing support for sick, needy, dependent, neglected, or disadvantaged people in our community.



MOUNTAON HEARTFOUNDATION


Scott and Linda Roach Fund 2004this family oriented, donor-advised fund serves low-income and poverty based children in need throughout the panhandle.

Robert A. Sanders Fund 2005

Created in his memory by his wife, Sylvia Sanders, this fund provides grants for programs that address poverty and that support economic

development in and improvement of distressed neighborhoods and communities in the eastern panhandle.

J. Oakley Seibert Scholarship Fund 2003

this memorial scholarship helps students from Berkeley County attend law school, inspired by the life’s work of an outstanding member of our community.

C. Scott and Elizabeth C. Shade Youth Fund 2004

this field-of-interest fund provides support for youth programs in Berkeley County as a legacy to elizabeth Shade who spent her lifetime as a nurse and loved children.

Shepherdstown Day Care Endowment Fund Seed Fund

“Seeded” by the Board of Directors of the Shepherdstown Day Care Center, this fund will aid this child care provider’s ability to serve so many at-risk and in-need children from our community.

Shenandoah Community Health Endowment 2006

this fund is a grantmak-ing arm of

the Shenandoah Community health Foundation. its distributions aid community programs, charities, and educational institutions that promote and support comprehensive health-care service in Jefferson, Berkeley, and morgan Counties. operations of the Shenandoah Valley medical System will also benefit from the Fund.

Shenandoah Women’s Center Fund 2005

Created in honor of 2005 Spirit of the panhandle awardee, Ruth Veach, this fund supports the critical

day-to-day work of the Shenandoah Women’s Center.

Edgar McKee and Ethel D. Sites Scholarship Fund 1997

Caroline Sites Fruchtman and William Sites created this fund in memory of their parents. it provides scholarships to graduating seniors

from martinsburg high School.

Clyde E. Smith, Jr. Fund 2006

established as a permanent endowment by the family, friends, and colleagues of the late Clyde e. Smith, Jr., this fund assists graduat-ing eastern panhandle

seniors choosing to pursue a bachelor’s degree in business administration.

Susan Wellford Smith Scholarship Fund 1998

established in memory of Susan Wellford Smith by her family, this fund provides scholarships for Jefferson County female students pursuing a four-year

degree who have been involved and active in athletics.

Jane P. Snyder Youth Fund 1997

Jane Snyder's interest in the health and well being of our youth and her desire to improve their opportunities and quality of life led her to create this field-of-

interest fund through a bequest to the Community Foundation.

SPARC Foundation Fund 2003this donor-advised fund, founded by Bill and Barbara Scott, is dedicated to encourage human development among youth and families in the eastern panhandle.

Strauch Family Fund 1999this donor-advised fund was established by Dr. Robert S. Strauch to benefit primarily arts, culture, and education.



Shenandoah CommunityHealth Foundation


United Way of the Eastern Panhandle Endowment Fund 2005

this fund supports the day-to-day work

and programs of the united Way of the eastern panhandle.

Trinity Episcopal Church Angel Fund Seed Fund

this fund allows the leaders of its congregation to help individuals and families in need in our community.

Trinity Lutheran Church Needmore Cemetery Fund 1997the trustees of trinity Lutheran Church established this endowment fund for maintenance, repair, and upkeep of Berkeley County's needmore Cemetery, Arden, West Virginia.

Terry Lee Walker Jr. Scholarship Fund 2006

Created in memorial to this young man who was killed in a tragic automobile accident just before his high-school graduation, distributions

provide scholarships for Jefferson and Berkeley County graduates on their way to Shepherd university.

John S. Wharton Fund 2004

Created through the estate of John Wharton and in cooperation with First united Bank, this fund benefits eight specific charities

yearly: Big Brothers Big Sisters of the

eastern panhandle, hospice of the panhandle, martinsburg public Library, martinsburg Rescue mission, Salvation Army, Shawnee Girl Scouts Council, Shenandoah Area Council Boys Scouts of America, and Shenandoah Women’s Center.

Helen Parker Willard Fund 2006Created by her grandson, henry Willard, this field-of-interest fund benefits specially designated Jefferson County cemeteries with their efforts to maintain and protect civil war gravesites and public-use areas of community history.

Geri Wissinger Fund 2006

Created by her sister in memory of the late Geri Wissinger, this donor-advised fund keeps Geri’s children

involved with annual grantmaking recommendations to wildlife refuges and birding sanctuaries.

The Woods Resort Scholarship Fund 2002

to promote and support public education, the

Woods Resort established this fund to provide scholarships to hedgesville high School graduates with financial need.

The George Washington Chair of Living Ethics at Shepherd University 2002in memory of the honor, integrity, leadership, and local heritage brought to our country by president George Washington, Dr. Donald patthoff established this fund to support an anticipated chair of ethics at Shepherd university.

Mary Morrow Van Metre Yoe Scholarship Fund 2005Set up by her grandson, Robert yoe, this fund helps martinsburg high School students study nursing at West Virginia university.

June Zimmerman Health and Fitness Fund 2005

this donor-advised fund allows its namesake to provide grants to promote exercise and health in our community.



Wilda Michael

2006 Community Celebrations


1. As part of its annual donor and grantee reception, eastern West Virginia Community Foundation celebrated its 10th Anniversary, with founding Board members Phil Seibert, Doug Roach, Phil Cox, and Diane Dailey present. 2. Steve Grove was celebrated by the eastern West Virginia Community Foundation for years of service in estate planning and community philanthropy as he retired in August 2006 from BB&t Wealth management, pictured here, next to executive Director Amy Owen, immediate past president Diane Dailey, and president Stew Borger. 3. immediate president Diane Dailey passed the Board leadership baton to current president, Stew Borger. eastern West Virginia Community Foundation also welcomed two new Board members, 4. Terry Walker and 5. J. Philip Kesecker, and thanked three outgoing dedicated and long-standing Board members for their service, 6. Joanna Abbruzzese, 7. Lacy Rice, Jr., and 8. Otho Lewis. 9. new leaders joined efforts to build endowment in eastern West Virginia with the advent of the eastern West Virginia Community Foundation’s first Affiliate, the Hampshire County Community Foundation. pictured here, back row, left to right, Amy Pancake, Tom Campbell, Dick Hamblin, Jim Miller, front row, Cindy Johnson, Karen Hyers. not pictured, Charlie Carl, Charlie See, Bob Mayhew, and Mary French Barbe. eastern West Virginia initiated its first celebration of national philanthropy Day and national Community Foundations week, sponsored by Centra Bank and an Anonymous Donor, by honoring philanthropists in the eastern panhandle, 10. Youth Philanthropist of the Year Kathryn Feehley, Lauren Taylor, and Melanie Springer; 11. Corporate Philanthropist of the Year Millers Electric; and 12. Individual Philanthropist of the Year Terry Hess. 13. the movie, The Ultimate Gift, made a premier and private screening debut in martinsburg with friends of the eastern West Virginia Community Foundation and clients of ed Slonaker and Morgan Financial Group. the event was sponsored by Bowles Rice McDavid Graff & Love. LLC.

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2006 donors and pHiLantHropists

$25,001 or more Claude Worthington Benedum Foundation (Annual Fund)helen parker Willard Foundation (helen parker Willard Fund)Lester and Janet Smith (young Life endowment Fund)

Up to $25,000 Bowles Rice mcDavid Graff & Love, LLC (Annual Fund; Annual Fund in-Kind Support)Dan Ryan Builders (housing Action Fund)Doug* and Joan Roach (Joan Roach Volunteer Fund for the needy; martin Luther King Jr. Scholarship Fund; George and holly W. Woods hancock Scholarship Fund; young Life endowment Fund; habitat for humanity endowment Fund; Annual Fund; endowment for Recreation in Honor of Steve Grove)Scott and Linda Roach (Annual Fund; Scott and Linda Roach Fund)

Up to $10,000 BB&t Wealth management (Shenandoah Women’s Center Fund; Ginnie molnar Fund for Special Athletes; Frada Fine Berkeley County education Fund)Berkeley County Commission (Annual Fund)Walter and mary Jo Brown (Walter and mary Jo Ziler Brown Scholarship Fund)James and Diane* Dailey (Diane m. and James W. Dailey ii Fund; Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.; mcmillan Family Fund; millers electric Scholarship Fund; endowment for Recreation in Honor of Steve Grove)Jerry L. Derflinger (Derflinger earth Sciences Scholarship Fund; Annual Fund)Jefferson County Schools education Foundation (Jefferson County Schools education endowment Fund)martin Luther King Jr. Scholarship Committee (martin Luther King Jr. Scholarship Fund)Bob and tia* mcmillan (Annual Fund; eWVCF Administrative Fund in Honor of their Friends; endowment for Recreation in Honor of Steve Grove; Shenandoah Women’s Center Fund in Memory of Peter Shaw; Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.; mcmillan Family Fund)Rotary Club of Charles town (Charles town Rotary J.B. Smith memorial Fund)Smith-nadenbousch insurance (Annual Fund; Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Summit point Raceway (SpARC Foundation Fund)terry* and margaret Walker (martin Luther King Jr. Scholarship Fund; terry Lee Walker, Jr. Scholarship Fund)

Up to $5,000 Anonymous (philanthropist of the year 2006)Centra Bank (philanthropist of the year 2006)

Richard Durham (Boys and Girls Club of the eastern panhandle endowment Fund)Founders Region potomac porche Club of America (SpARC Foundation Fund)George and maria Karos (Karos Family Fund)martinsburg public Library (Berkeley County Reads Fund)C. David and Barbara L. miller (habitat for humanity endowment Fund; Joan Roach Volunteer Fund for the needy in Honor of Doug and Joan’s 75th Birthdays)potomac Valley properties (the Woods Resort Scholarship Fund)Ruth* pritchard (Susan Wellford Smith Scholarship Fund)Sylvia Sanders (Robert A. Sanders Fund; Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Washington D.C. Region-SCCA (SpARC Foundation Fund)henry Willard, ii (Annual Fund)

Up to $2,500 Bank of Charles town (potomac Valley Audubon Society Fund; Boys and Girls Club of the eastern panhandle endowment Fund)Jeff* and Denise Boehm (Annual Fund; Boehm Family Fund)Stewart* and Candy Borger (endowment for Recreation in Honor of Steve Grove; Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)James e. Brown (martin Luther King Jr. Scholarship Fund)martin Burke (Annual Fund; endowment for the Arts)Citigroup (martin Luther King Jr. Scholarship Fund)David Crosby (Anna Jo Crosby Scholarship Fund)eastern panhandle Chapter of WVu Alumni (eastern panhandle WVu Alumni Association Scholarship Fund)Garry and hannah Geffert (martin Luther King Jr. Scholarship Fund)

* Denotes current or immediately former Board of Director


Elizabeth Shade


annuaL ContriButors

Up to $2,500 (continued) ormond and Karen* hyers (hampshire County Community endowment)Jim* Keel (Annual Fund)Roger e. Lyle (SpARC Foundation Fund)millers electric Company (millers electric Scholarship Fund)morgan Financial Group, L.L.C. (endowment for Recreation in Honor of Steve Grove; SpARC Foundation Fund)Roger* and Wanda perry (Roger and Wanda perry Fund)potomac Construction Leasing LLC (Big Brothers Big Sisters of the eastern panhandle endowment; Strauch Family Fund)potomac Valley Audubon Society (potomac Valley Audubon Society Fund)progressive printing (Annual Fund in-Kind Support)phil Seibert (First presbyterian Church Angel Fund; trinity episcopal Church Angel Fund)trudy Rannells Seita (William Brady and Jean taylor Rannells Fund)Shenandoah Community health Foundation (Shenandoah Community health endowment)the Shockey Companies (Boehm Family Fund)W. harley miller Contractors (Annual Fund)michael* and Susan Whalton (Annual Fund; David A. “hawk” hawkens Scholarship Fund)Kirk Ways (Clyde e. Smith, Jr. Scholarship Fund in Memory of Clyde E. Smith, Jr.)John Wissinger (Geri Wissinger Fund)

Up to $1,000 Autosports marketing Associates, Ltd (SpARC Foundation Fund)peter L. Bradford (Shenandoah Community health endowment)Brown Funeral home (Annual Fund)h. Charles* and Lisa Carl (hampshire County Community endowment)Carl, Keaton & Frazer pLLC (hampshire County Community endowment)City hospital Foundation (Annual Fund)CnB Bank, inc. (Gail Shade-Boys and Girls Club morgan County fund)phillip and Betsy* Coffey (endowment for Recreation in Honor of Steve Grove)m.C. and patricia Current (SpARC Foundation Fund)Jim and mary Clare* eros (Annual Fund; endowment for Recreation in Honor of Steve Grove)michele and Richard Goldman (eastern panhandle Free Clinic Fund)Dick* and mary Lee hamblin (hampshire County Community endowment)

Beverly hosby (martin Luther King Jr. Scholarship Fund)Cynthia S.* Johnson (hampshire County Community endowment)Ray and madeline Johnston (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)henry* and Amy Kayes (Annual Fund)Roger and mary Lewis (martin Luther King Jr. Scholarship Fund)Jim and Kathy Linsenmeyer (housing Action Fund; endowment for Recreation in Honor of Steve Grove)Robert and Gina miller (millers electric Scholarship Fund)Jim* and Susan miller (hampshire County Community endowment)Don and Amy owen (David A. “hawk” hawkens Scholarship Fund; Big Brothers Big Sisters of the eastern panhandle endowment; endowment for Recreation in Honor of Steve Grove; Annual Fund)David and Amy* pancake (hampshire County Community endowment)Stefani and Richard Stephens pierson (Boys and Girls Club of the eastern panhandle endowment Fund)Lacy i. Rice, Jr. (endowment for Recreation in Honor of Steve Grove)Brent Robinson (Joan Roach Volunteer Fund for the needy)Clyde “tripp” and Sharon Smith (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)State Farm insurance-Carol Shaw (hampshire County Community endowment)Robert* and mary helen Strauch (Big Brothers Big Sisters of the eastern panhandle endowment in Honor of John and Joanna Abbruzzese; Strauch Family Fund)tri-State Business network (Annual Fund in Memory of Lucinda “Cindy” Reichenbaugh)united Way of the eastern panhandle (united Way of the eastern panhandle endowment Fund)


John Wharton

* Denotes current or immediately former Board of Director(continued to page 15)

Polly Dillon

annuaL ContriButors

Up to $1,000 (continued) Walker properties (martin Luther King Jr. Scholarship Fund; terry Lee Walker Jr. Scholarship Fund)Jeffy and nelda Williams (endowment for Recreation)

Up to $250 Accent printing (martin Luther King Jr. Scholarship Fund)Arndt-mcBee insurance (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Bathgate (home hill Charitable Fund)C.K. Beall (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)John and Anne Beatty (endowment for Recreation in Honor of Steve Grove)hap Becker (Annual Fund in-Kind Support)Berkeley County meals on Wheels (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)ethel Blackman (martin Luther King Jr. Scholarship Fund)Bloss & Dillard, inc. (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Gene and Lynn Boyle (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Britt Reed Law offices (Annual Fund)Bruce m. Van Wyk Charitable education Foundation (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)James and Francis Bullett (martin Luther King Jr. Scholarship Fund)howard and patricia Burkart (Bonn poland Roundhouse Fund in Honor of the Poland Family)Dorothy Butler (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Jeff and Kathie Campbell (martin Luther King Jr. Scholarship Fund)emma Lee Chambers (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)mary Ann Clark (martin Luther King Jr. Scholarship Fund)J. Richard Copeland (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Stanley and Sarah Corwin-Roach (martin Luther King Jr. Scholarship Fund)philip and Frances Cox (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Geraldine Crawley-Woods (martin Luther King Jr. Scholarship Fund)John and mary Davis (Annual Fund)David and Dana DeJarnett (endowment for Recreation in Honor of Steve Grove)margaret and John Dempsey (martin Luther King Jr. Scholarship Fund)Dorothy Dickey (Annual Fund)

Clark and ora Dixon, Jr. (martin Luther King Jr. Scholarship Fund)meade and honnor Dorsey (Ron nordeen/Good Shepherd interfaith Volunteer Caregivers Fund)emery trucking, inc. (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)encompass insurance (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Virginia evans (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Austine and ernie evans (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Kenneth and nancy Fizer (martin Luther King Jr. Scholarship Fund)paul and pamela Gavin (martin Luther King Jr. Scholarship Fund)Gibson & Associates (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Claudette Graham (martin Luther King Jr. Scholarship Fund)Lucille Green (martin Luther King Jr. Scholarship Fund)halltown paperboard Company (Ron nordeen/Good Shepherd interfaith Volunteer Caregivers Fund)Frank and mary Ann hamilton (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)hampshire Review (hampshire County Community endowment)edward and Carol hawkens (David A. “hawk” hawkens Scholarship Fund)Billy, peggy, and Gene hendrick (Ginnie molnar Fund for Special Athletes)Lisa hendrick (Annual Fund; endowment for the Community; Ginnie molnar Fund for Special Athletes)


Robert A. Sanders


annuaL ContriButors

Up to $250 (continued) Charles and margaret hensell (Annual Fund)G. thomas and Anna B. henson (martin Luther King Jr. Scholarship Fund)Jefferson publishing Company (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)paul Leporini (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Lewis Brothers orchards, inc. (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Jan Lorber (Shenandoah Women’s Center Fund)Robin Lyles (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Connie mahan (Annual Fund)mary mahan (endowment for the Arts in Memory of “Bunny”)Lois marriott (martin Luther King Jr. Scholarship Fund)martinsburg-Berkeley County Chamber of Commerce (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Jonathan mcClain (Wilda michael memorial Scholarship Fund)Anthony and Jean merceruio (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Gilbert and Carolyn miller (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Anna mae miller (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Laureen moyer (martin Luther King Jr. Scholarship Fund)harriet mudge (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)patrick and Beverly murphy (martin Luther King Jr. Scholarship Fund)newbraughs Lumber & Building Supply (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Alford and Clarise ottley (terry Lee Walker Jr. Scholarship Fund)Steven and Shirley parsons (Joan Roach Volunteer Fund for the needy in Honor of Doug and Joan’s 75th Birthdays)Clifford peyton (martin Luther King Jr. Scholarship Fund)Barbara pichot (morgan County youth Fund)Richard pill (martin Luther King Jr. Scholarship Fund)Denny L. place (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)paula porter (martin Luther King Jr. Scholarship Fund)potomac Construction industries (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Charlene power and Family (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)professional independent insurance Agents of West Virginia (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Bill, Judy, and Justin pugh (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)

Christopher Quasebarth (martin Luther King Jr. Scholarship Fund)Vickie Richardson (Diane m. and James W. Dailey ii Fund)Donald and polly Roach (Joan Roach Volunteer Fund for the needy in Honor of Doug and Joan’s 75th Birthdays)Virginia Rockwell and Family (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Dean and Betty* Russell (endowment for Recreation in Honor of Steve Grove)Gerald and Lynette Scallion (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Charles* and Sallie See (hampshire County Community endowment)David Seibert (J. oakley Seibert Scholarship Fund)Bonnie Shutlz (Shenandoah Women’s Center Fund)Robert and marion Simons (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Smith-nadenbousch employees (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Don and Alice Spickler (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)edna m. Stanley (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Sarah Steptoe (J. oakley Seibert Scholarship Fund)John W. Stewart (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Stonebrook, inc. (Ginnie molnar Fund for Special Athletes)William and Betty Stover (martin Luther King Jr. Scholarship Fund)John Sutton (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)



Ron Nordeen

2006 grants pLEdgEd and aWardEd

alaska Wilderness League, Washington, dCGeneral support. Grant $100 Pritchard Family Fund

african american Heritage Family tree museum, anstead, WV—Scholarships for local attendance to the African American Academy. Grant $500 C. Scott and Elizabeth Shade Youth Fund

apollo Civic theatre, martinsburg, WV—Scholarships for a six-week youth summer workshop and artist honoraria. Grant $500 C. Scott and Elizabeth Shade Fund

Berkeley County senior services, martinsburg, WVGeneral support. Grant $390 Robert A. Sanders Fund

Berkeley County special olympics, martinsburg, WV—Aid for an annual sports awards banquet and summer games. Grant $2,270 C. Scott and Elizabeth Shade Youth Fund

Big Brothers Big sisters of Eastern panhandle, martinsburg, WV—general support. Grants $3,675. C. Scott and Elizabeth Shade Youth Fund and John S. Wharton Fund

Bolivar Harpers Ferry public Library, Harpers Ferry, WV—For purchase of children’s library furnishings in newly remodeled library. Grant $1,200 Jane P. Snyder Youth Fund

Boys and girls Club of the Eastern panhandle, martinsburg, WV—general support for tri-county youth programs and facilities; aid for new exterior doors. Grants $26,735 Jane P. Snyder Youth Fund, C. Scott and Elizabeth Shade Youth Fund,

Berkeley County Commission, Scott and Linda Roach Fund, Solomon Fine Fund

Casa of the Eastern panhandle, martinsburg, WVGeneral support and aid for volunteer recruitment, training, and retention. Grant $5,500 C. Scott and Elizabeth Shade Youth Fund, Corporate Philanthropist of the Year Award in Honor of Millers Electric

CCap Loaves and Fishes, martinsburg, WV—General support. Grant $1,000 Individual Philanthropist of the Year Award in Honor of Terry Hess

Community Collaborative/shepherd university Foundation, shepherdstown, WV—Local workshops and training programs for area charity leaders and staff in partnership with Shepherd university Library and united Way of the eastern panhandle. Grant $385 Endowment for the Community

Community networks, inc., martinsburg, WVSupport for transportation costs for homeless or at-risk women seeking employment and housing aid for children and their mothers. Grants $5,000 Housing Action Fund and C. Scott and Elizabeth Shade Youth Fund

Contemporary american theatre Festival, shepherdstown, WV—General support. Grant $2,500 Strauch Family Fund


annuaL ContriButors

Up to $250 (continued) William e. thompson (Annual Fund; Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)henry and earlene thornton (martin Luther King Jr. Scholarship Fund)Larry and pam thornton (endowment for Recreation in Honor of Steve Grove)tamara togans (martin Luther King Jr. Scholarship Fund)Calvin and Cynthia togans (martin Luther King Jr. Scholarship Fund)Robin truax (martin Luther King Jr. Scholarship Fund)Sylvia turner (martin Luther King Jr. Scholarship Fund)pam underhill (Annual Fund)Keith unger (endowment for Recreation in Honor of Steve Grove)maurice Vaughan (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Gregory Veach (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)Veneer & Lumber Corporation (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)

Richard Wachtel (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)emily Waters (martin Luther King Jr. Scholarship Fund)Donald and Judith Wean (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)William and Janis Wertman (martin Luther King Jr. Scholarship Fund)Ronald J. and Jane V. West (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)peter and ellen Wilson (martin Luther King Jr. Scholarship Fund)June Zimmerman (Clyde e. Smith, Jr. Fund in Memory of Clyde E. Smith, Jr.)

* Denotes current or immediately former Board of Director

Our apologies for any listing omitted or incorrectly stated. We make every effort to accurately reflect our donors.

Please call us so we may correct our records.

2006 grants pLEdgEd and aWardEd

Council on Foundations, Washington, d.C—General support. Grant $90 Annual Fund

Eastern panhandle WVu Health science and technology academy (Hista), martinsburg, WV—year end celebration for participants of science and math programs. Grant $1,998 C. Scott and Elizabeth Shade Youth Fund

Eastridge Health systems-groves Center, martinsburg, WV—General support and aid for improvement of heating and cooling systems at the Groves Center. Grants $10,800 Endowment for Special Needs and Berkeley County Commission

Ezekiel’s place, Hedgesville, WV—Support for a faith-based environmental studies camp. Grant $2,500 Jane P. Snyder Youth Fund

Friends in action, shepherdstown, WV—Support for family and children support programs. Grant $500 Jane P. Snyder Youth Fund

First in your Family, Harpers Ferry, WV—Aid for programs to support children who hope to be first in their family to graduate from college. Grant $4,000 Jane P. Snyder Youth Fund

gabriel project, morgantown, WV—Support for Jefferson County programs to aid mothers and babies. Grant $1,300 Jane P. Snyder Youth Fund and C. Scott and Elizabeth Shade Youth Fund

girls scouts shawnee Council, martinsburg, WV—Continued support for Smart Girls investment and Financial programs and general support. Grants $4,525 John P. Wharton Fund and C. Scott and Elizabeth Shade Youth Fund

good shepherd interfaith Caregivers, shepherdstown, WV—General support. Grant $400 Roger and Wanda Perry Fund

Hedgesville middle school, Hedgesville, WV—After school tutoring and support programs. Grant $3,500 Jane P. Snyder Youth Fund

Hospice of the panhandle, martinsburg, WVGeneral support. Grants $4,125 John P. Wharton Fund, Youth Philanthropist of the Year in Honor of Kathryn Feehley, Lauren Taylor, and Melanie Springer, Corporate Philanthropist of the Year in Honor of Millers Electric

imani Foundation, martinsburg, WV—Block party for at-risk youth attending Burke Street School. Grant $2,500 C. Scott and Elizabeth Shade Youth Fund

Jefferson County Board of Education-Jefferson High school Baseball athletics, Charles town, WV—General support. Grant $720 Charles Town Rotary J.B. Smith Memorial Fund

Jefferson County Board of Education-teacher scholarshipScholarships for teacher training. Grant $450 SPARC Foundation Fund

Jefferson County parks & recreation Commission, Charles town, WV—Support for summer youth programs. Grant $1,200 Jane P. Snyder Youth Fund

martinsburg Berkeley County parks and recreation, martinsburg, WV—purchase of score clock and backboard and general support. Grants $4,750 McMillan Family Fund and C. Scott and Elizabeth Shade Youth Fund

martinsburg-Berkeley County public Library, martinsburg, WVSupport for a Spanish summer reading and music apprecia-tion program and general support. Grants $7,125 John P. Wharton Fund and C. Scott and Elizabeth Shade Youth Fund

martinsburg union rescue mission, martinsburg, WVGeneral support. Grant $3,125 John P. Wharton Fund

morgan arts Council, Berkeley springs, WV—General support. Grant $290 Endowment for the Arts

morgan County starting points, Berkeley springs, WVSupport for a newly licensed day care program. Grant $4,800 Jane P. Snyder Youth Fund

musselman High school students against destructive decisions, inwood, WV—Support for a supervised prom lock-down party. Grant $1,000 C. Scott and Elizabeth Shade Youth Fund

norborne day Care, martinsburg, WV—new equipment and materials. Grant $3,500 C. Scott and Elizabeth Shade Youth Fund and Jane P. Snyder Youth Fund

salvation army, martinsburg, WV—General support. Grant $3,125 John S. Wharton Fund

shenandoah area Council Boys scouts of america, Winchester, Va—General support for Berkeley County programs. Grant $3,125 John S. Wharton Fund

shenandoah Women’s Center, martinsburg, WVGeneral support. Grant $3,125 John S. Wharton Fund

shepherdstown day Care, shepherdstown, WV—help to purchase furnishings. Grant $3,500 C. Scott and Elizabeth Shade Youth Fund and Jane P. Snyder Youth Fund

st. Vincent de paul society- Berkeley County, martinsburg, WV—housing support for children and their families. Grant $1,000 C. Scott and Elizabeth Shade Youth Fund

tri-County pastoral Counseling service, martinsburg, WVSupport for private counseling for youth at risk and youth in crisis. Grant $3,250 C. Scott and Elizabeth Shade Youth Fund

trinity needmore Cemetery, martinsburg, WV—General support for church graveyard upkeep and maintenance. Grant $1,700 Trinity Needmore Cemetery Fund

tuscarora Elementary school, martinsburg, WV—Support for a kindergarten through grade five writing program and associated materials. Grant $1,250 C. Scott and Elizabeth Shade Youth Fund

Warm springs middle school, Berkeley springs, WVAid for in-school tutoring programs for need-based students. Grant $2,500 Jane P. Snyder Youth Fund


David Hawkens


our Legacy Society is a distinguished list of donors who have committed to building charitable giving for tomorrow through a planned gift, today. Legacy Society members make their charitable dreams a reality by creating a new or adding to an existing fund within the Community Foundation. they do this through bequests, charitable trusts, estate planning, life insurance policies, or other forms of carefully planned gifts.

Gifts that touch lives, forever.

Legacy Society

Helen Jackson BowserWalter and Mary Jo Brown Linda CaseDorothy L. DickeySolomon FineG. Scott FunkhouserConrad C. and Mary Ann HammannEleanor HeishmanRuth HeishmanJohn and Eleanor HouyouxGeorge KarosArthur H. MillerC. David and Barbara L. MillerDon and Amy OwenJames W. Poisal Doug and Joan RoachScott and Linda RoachJennifer RobertsElizabeth ShadeJane P. SnyderJohn S. WhartonRobert B. Yoe

Arther Miller Solomon Fine

Jane P. Snyder John S. Wharton

2006 sCHoLarsHips pLEdgEd and aWardEd each scholarship fund within the Community Foundation varies, carrying the specific vision of the donor who set it up. in 2006, scholarships ranged from $225 to $2,200.

GatherGrowGrant


Charity Ballard Graduate of Martinsburg High SchoolAttending Shepherd UniversityMartin Luther King Jr. Scholarship Fund, George and Holly Woods Hancock Scholarship Fund, Berkeley County Teachers Fund

Marie Crenweldge Graduate of Hedgesville High SchoolAttending Shepherd UniversityThe Woods Resort Scholarship Fund

Emily Gallery Graduate of Hampshire High SchoolAttending West Virginia UniversityDavid A. “Hawk” Hawkens Scholarship Fund

Jocelyn Gibbs Graduate of Martinsburg High SchoolAttending Shepherd UniversityGeorge and Holly Woods Hancock Scholarship Fund

Amanda Hawse Graduate of Hampshire High SchoolAttending West Virginia UniversityWilda Michael Memorial Scholarship Fund

Kaitlin Irvin Graduate of Mussleman High SchoolAttending Dickinson CollegeMartin Luther King Jr. Scholarship Fund

Stephanie Jewell [no picture] Graduate of Hampshire High SchoolAttending Potomac StateDavid A. “Hawk” Hawkens Scholarship Fund

Emily Kidwiler Graduate of Mussleman High SchoolAttending Shepherd UniversityBerkeley County Teachers Fund

Anthony Knight Graduate of Martinsburg High SchoolAttending Montgomery CollegeMartin Luther King Jr. Scholarship Fund,George and Holly Woods Hancock Scholarship Fund

Rebecca Landis [no picture] Graduate of Hampshire High SchoolAttending Potomac StateDavid A. “Hawk” Hawkens Scholarship Fund

2006 sCHoLarsHips pLEdgEd and aWardEd

GatherGrowGrant


James Luster Graduate of Mussleman High SchoolAttending Blue Ridge Community & Technical CollegeMartin Luther King Jr. Scholarship Fund

Kourtney Manahan Graduate of Martinsburg High SchoolAttending Wheeling Jesuit UniversityEdgar McKee and Ethel Sites Scholarship

Christopher Parks Graduate of Martinsburg High SchoolAttending Shepherd UniversityGeorge and Holly Woods Hancock Scholarship Fund

Ashley Pfiester Graduate of Martinsburg High SchoolAttending Shepherd UniversityMartinsburg 200th Anniversary Fund

Natasha Redman Graduate of Hedgesville High SchoolAttending West Virginia UniversityPolly Dillon Scholarship Fund,The Woods Resort Scholarship Fund

Matthew Staubs Graduate of Jefferson High SchoolAttending Divers Academy InternationalDavid A. “Hawk” Hawkens Scholarship Fund

Kara Stickley Graduate of Hampshire High SchoolAttending Potomac StateMartin Luther King Jr. Scholarship Fund

Brittany Thomas Graduate of Hedgesville High SchoolAttending Ohio Valley UniversityBerkeley County Teachers Fund

Amanda Vance Graduate of Mussleman High SchoolAttending West Virginia UniversityN. Blaine Groves Martinsburg Rotary Scholarship Fund

Ashley White Graduate of Marshall UniversityAttending University of Richmond T.C. Williams School of LawJ. Oakley Seibert Scholarship Fund

in 2006, the Community Foundation continued its longstanding record of holding total administrative fees to one percent of each fund’s value and investment fees to an average of one-half of one percent—an exceptionally low overhead ratio.

Donors who establish funds within the eastern West Virginia Community Foundation enjoy two financial benefits: the superior tax savings available when giving to a community foundation and the cost efficiencies achieved by collective endowment investing and management.

tHE


0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$500,000

$1,500,000

$2,500,000

$3,500,000

$4,500,000

$5,000,000

$5,500,000

$6,000,000

2003 2004 2005

$1,284,479

$3,067,568

$5,055,873

2006

$5,873,749

$60,000

$120,000

$150,000

$180,000

$30,000

$90,000

2003 2004 2005

$$37,710

$63,498

$126,780

2006

$150,801

0

5%

10%

15%

2003 2004 2005

14

.34

%

9.8

3%

6.2

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2006

11

.9%

0

30

40

50

60

70

2003 2004 2005

31 endowed;

5 seed

45 endowed;

4 seed

52 endowed;

4 seed

2006

69 endowed;

6 seed

0

Asset Growth

0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$500,000

$1,500,000

$2,500,000

$3,500,000

$4,500,000

$5,000,000

$5,500,000

$6,000,000

2003 2004 2005

$1,284,479

$3,067,568

$5,055,873

2006

$5,873,749

$60,000

$120,000

$150,000

$180,000

$30,000

$90,000

2003 2004 2005

$$37,710

$63,498

$126,780

2006

$150,801

0

5%

10%

15%

2003 2004 2005

14

.34

%

9.8

3%

6.2

5%

2006

11

.9%

0

30

40

50

60

70

2003 2004 2005

31 endowed;

5 seed

45 endowed;

4 seed

52 endowed;

4 seed

2006

69 endowed;

6 seed

0

Investment Rate of Return (unweighted average among four investment

Trust managers)

0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$500,000

$1,500,000

$2,500,000

$3,500,000

$4,500,000

$5,000,000

$5,500,000

$6,000,000

2003 2004 2005

$1,284,479

$3,067,568

$5,055,8732006

$5,873,749

$60,000

$120,000

$150,000

$180,000

$30,000

$90,000

2003 2004 2005

$$37,710

$63,498

$126,780

2006

$150,801

0

5%

10%

15%

2003 2004 2005

14

.34

%

9.8

3%

6.2

5%

2006

11

.9%

0

30

40

50

60

70

2003 2004 2005

31 endowed;

5 seed

45 endowed;

4 seed

52 endowed;

4 seed

2006

69 endowed;

6 seed

0

Number of Funds

Eastern West Virginia Community Foundation

Financial ReportControLLing tHE Costs:

0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$500,000

$1,500,000

$2,500,000

$3,500,000

$4,500,000

$5,000,000

$5,500,000

$6,000,000

2003 2004 2005

$1,284,479

$3,067,568

$5,055,873

2006

$5,873,749

$60,000

$120,000

$150,000

$180,000

$30,000

$90,000

2003 2004 2005

$$37,710

$63,498

$126,780

2006

$150,801

0

5%

10%

15%

2003 2004 2005

14

.34

%

9.8

3%

6.2

5%

2006

11

.9%

0

30

40

50

60

70

2003 2004 2005

31 endowed;

5 seed

45 endowed;

4 seed

52 endowed;

4 seed

2006

69 endowed;

6 seed

0

Total Grants and Scholarships

soLution


the eastern West Virginia Community Foundation’s auditor, yount hyde and Barbour, pC, has issued an unqualified opinion on the financial statements for the year ended December 31, 2006. the complete 2006 audited financial statements may be found on our Web site, www.eWVCF.org and are available upon request.

Eastern West Virginia Community Foundation

2006 Summary Financial Statement

Assets:Cash and Cash Equivalents $314,873Grants Receivable $28,881Investments $4,460,049Beneficial split-interests and trusts $1,244,341Other $9,959

Total Assets $6,058,103

Revenues:Contributions and Events $541,873Investment Income $167,115Gains and Miscellaneous $406,667

Total Revenues $1,115,655

Grants and Expenses:Grants & Scholarships for Charitable Purposes $150,801Operating Expenses $130,146 In-Kind Donated Operating Expenses $16,802

Total Grants and Expenses $297,749

Change in Net Assets $817,906

Net Assets at Beginning of Year, restated $5,055,843

Net Assets at End of Year $5,873,749

Endowment Funds by Type:

Unrestricted general endowment $30,282

Field-of-Interest endowment $2,221,688

Donor Advised endowment $365,892

Designated endowment $983,509

Agency endowment $125,676

Community endowment $458,994

Scholarship endowment $465,076

Seed funds endowment $10,198


ESTABLISH ADVISED FUND WITHIN CREATE A NEW PRIVATE OR THE COMMUNITY FOUNDATION CORPORATE FOUNDATION

Organization Established Not established

Tax Exempt 501 (c) (3) Not established

Funds Required Build up to $5,000 Experts recommend at least $1 million

Donor’s Role in Selecting Donor, family, his/her committee Donor specifies grantsGrants recommends grants

Tax Deductibility Maximum Limited

Cash Gifts Deduct 50% AGI Deduct 30% AGI

Long Term Appreciated Securities Deduct 30% AGI Deduct 20% AGI

Federal Approvals/Restrictions No payout requirement. Requires 5% payout annually. No federal excise taxes. 1% or 2% excise tax. Greater incidence of field audits. Must prepare tax return.

Language for making gifts In Place Must Createand Creation of Funds

Office/Staff/Accounting In Place May need to obtain

Officer Liability Covered May need to obtain

Investment of Assets Oversight Committee Need to obtain

Overhead costs Up to 1.5%—covers everything Substantial costs

To learn more about how the Community Foundation can work for you and your charitable vision, call the Eastern West Virginia Community Foundation today.

a donor advised Fund Vs. a private Foundation

Applying for a Grantmany of our funds distribute grants without prior application or interaction with selected recipients. however, each year, the

Community Foundation requests proposals from groups serving specific fields of interest with an application deadline. to be

placed on our mailing list and receive grant announcements, please send information about your organization to the eastern

West Virginia Community Foundation or hampshire County Community Foundation.

Applying for a ScholarshipStudents may apply for scholarships each spring. the Community Foundation has a universal application form

for all of its scholarship funds. high school guidance counselors in the area are provided with application forms.

nontraditional and graduate students may also download the application from our Web site, www.eWVCF.org or

www.hampshireCCF.org.

Can i make a grant outside of the panhandle? yes. please be sure to give us ample time to perform due diligence on charities new to the Community Foundation.

Can i give to my church or children’s school? yes. places of worship and education institutions are charitable. So are grants that lessen the burden of government through poverty abatement and community improvement.

Can i recommend grants and be anonymous to yes. the Community Foundation will protect the the public? anonymity of its donors. please be sure to let us know of your wishes.

Can i recommend grants in memory or in honor yes. include this information with your grant of someone? recommendation.

Can i make a grant to a charity whose board on yes, as long as you do not pledge such a grant or which i serve? receive personal benefit from the grant.

Can i fulfill a pledge to give to a charity? no. memberships, pledges, sponsorships, tickets as well as gifts that provide a personal benefit to you or your family cannot be made.

Can i recommend multi-year grants? yes. the Community Foundation will consider such requests. But, don’t overextend your fund’s resources.

Can staff help me with ideas and research yes. our day-to-day work includes helping you on area charities? learn as much as you wish about our community and its charities. We can help you in a number of ways. please call us.

When and how much can i add to my donor unless your fund is set up otherwise, you or anyoneadvised fund? may add any amount at any time, including gifts of stock, real estate, insurance, and other forms of giving.

may i recommend grants from both income and As long as your fund agreement does not expressly principal of my fund? prohibit expenditure of principal, you may make grants from both.

is there a limit to how many grants i can no. however, a minimum grant of $100 is suggested.recommend in a year?

interested in creating a Donor Advised Fund? Here are some frequentlyasked questions…

George hancock and his wife, holly Woods hancock, understood the value of a good education. he was an early graduate of historical Storer College in harpers Ferry. She became a kindergarten teacher.

thanks to mr. hancock, a few more high-school graduates will head off to college to start their own dreams. not just this year, but year after year after year. That’s the forever part of creating an endowment fund in your Community Foundation.

There is so much more we’d like you to know. Please call us today.

Jordan Burg Tamyra Goodman Shana Harris Cherelle Lockett

229 east martin Street, Suite 4,martinsburg, West Virginia 25401

(304) 264-0353 (888) 507-8375 toll-free facsimile

www.eWVCF.org [email protected]

Serving Jefferson, Berkeley, and Morgan Counties

post office Box 40, Romney, West Virginia 26757

(304) 822-7200 (888) 507-8375 toll-free facsimile

www.hampshireCCF.org [email protected]

Serving Hampshire County

Mr. George Hancock died in 2004.Mr. George Hancock died in 2004.

This year, he’ll send four freshman off to college.

This year, he’ll send four freshman off to college.

2006 report to the community memory keepers · 2016. 11. 9. · jean taylor rannells anna jo crosby...

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