2013-2014 A

NN

UAL R

EPORT

Serving K

entucky,

Ohio an

d West

Virginia

OUR MISSIONTo improve the quality of life in

our community by raising, encouraging,

administering and distributing gifts for

charitable, cultural, educational and scientific purposes.

1 TRISTATEFOUNDATION.ORG

Message from the President 3

Board of Trustees 4

2013 Distributions 5

Distributions from Donor-Advised Funds 6

2013 Scholarships/Awards 7

2013 Competitive Grants 9

2013 Donors 12

Foundation Funds 15

Statement of Financial Position 17

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Dear Friends,

Each year, the Foundation for the Tri-State Community prepares an annual report to highlight its activities. Through this document, the Foundation celebrates the spirit of giving and the positive impact of individuals, businesses and non-profits working together to make the Tri-State region the best that it can be. Taken as a whole, the gifts of time, talent and treasure documented in these pages create a story of communities that care – for their past, their present and their future.

The Foundation continues to grow and thrive, leaving an ever-expanding footprint on our region. It has the great fortune of working with generous individuals, families and businesses to achieve their charitable goals and dreams and to leave meaningful charitable legacies. This report includes lists of its donors and the charitable funds they support, as well as the grants, projects, distributions and scholarships that are funded through their donations and the income generated from their permanent endowments. The positive impact of the Foundation on its communities is directly tied to the generosity of its donors. The success of the Foundation depends on the strong leadership of its board, committees and staff. We are extremely grateful to everyone who has worked so diligently to make the Foundation a success.

The Foundation is proud of its new website, www.tristatefoundation.org, which provides a platform featuring basic information about the Foundation, updates on its current activities and the opportunity for online giving. The goal of the website is to make the Foundation and all it offers more easily accessible and better known throughout the area. Please take a moment to visit this site and provide feedback about your experience. For up-to-the-minute news about our projects and funds, find us on Facebook and Twitter (@FoundationTSC).

With best regards,

Mary Witten Wiseman

MESSAGE FROM THE PRESIDENT

“The Foundation continues to grow and

thrive, leaving an ever-expanding footprint

on our region.”

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STAFFMary Witten Wiseman, President Christi B. Clarke, Document Management SpecialistKathryn C. Davis, Esq., Director of Planned Giving and Donor ServicesSandi M. Martin, Executive Assistant

2013 COMMITTEES OF THE BOARD Property Committee Gift Acceptance Committee Grant Advisory Committee Finance Committee Personnel Committee Public Relations Committee Strategic Planning CommitteeDevelopment Committee Nominating Committee Scholarship Committee

2014 COMMITTEES OF THE BOARD Development Committee Finance Committee Grant Advisory CommitteeGift CommitteePersonnel CommitteeScholarship CommitteeTechnology Committee

INVESTMENT COMMITTEE Paul E. ChellgrenJodi Rowe-Collins (2013)Michael J. Emerson Alfred L. Green Michael W. Hobbs J. Patrick Jones (2014)Larry R. McClungH. Edward NeelyCharles H. SealLaura S. TimberlakeStuart B.A. WebbMary Witten Wiseman

LEGAL COUNSEL Huddleston Bolen LLP

CERTIFIED PUBLIC ACCOUNTANTSKelley Galloway Smith Goolsby, PSC(Formerly known as Smith, Goolsby, Artis & Reams, PSC)

MASTER CUSTODIANWells Fargo Bank, NA

INVESTMENT CONSULTANTFourth Street Performance Partners, Inc.

BOARD OF TRUSTEES

2013 EXECUTIVE COMMITTEE 2014 EXECUTIVE COMMITTEE Jodi Rowe-Collins - Chairman J. Patrick Jones - ChairmanJ. Patrick Jones Jodi Rowe-CollinsApril Russell Perry Cassie LandersGeoffrey S. Sheils April Russell Perry Geoffrey S. SheilsBOARD OF TRUSTEES Mary Jo Burton BOARD OF TRUSTEESDonald R. Capper Curtis B. AndersonNick Carter Donald R. CapperRebecca M. Craig Nick CarterEvan H. Jenkins Rebecca M. CraigCassie Landers Evan H. JenkinsKimberly S. McCann Kimberly S. McCannH. Edward Neely H. Edward NeelyMichael D. Robinson Michael D. RobinsonJames W. St. Clair James W. St. ClairLaura S. Timberlake Laura S. Timberlake

Area Education Grants Fund: Mini-grants to teachers $11,686

Ashland Beautification Fund: Ashland Downtown Flowers $10,282

Ashland Inc. Retirees Volunteer Center Fund: In honor of Margaret Bradley Cannonsburg United Methodist Church Food Bank $500 Bank One Fund: To support the Foundation’s West Virginia operations $10,807

Cabell-Wayne Historical Society Fund: Coin Harvey House $20,000 Madie Carroll House $10,000

City of Huntington Fund: Huntington in Bloom $38,615

D. Sterling Diddle Endowment Fund: Upkeep and maintenance of the Switzer Plaza, located in Ritter Park, Huntington, WV $697

Doctors Care of Cabell County Fund: Doctors Care of Cabell County $9,652

Foundation for the Tri-State Operating Endowment Funds: 2013 operational support $78,164

Garmestani Pugh Fund: GHPRD Ritter Park Rose Garden Lighting Project $11,241

Greater Huntington Park & Recreation District Funds: Healing Field/Bell Tower Project $22,318 Heritage Station Project $4,000 Huntington PetSafe Dog Park $11,822 Greenup County Green Fund: Heritage Arts, Science and Tourism Center $240 Our Lady of Bellefonte Hospital $350 Wurtland Elementary School $500 Jennie K. Humphrey City Mission Fund: Huntington City Mission 2013 Summer Camp $175

Leadership Tri-State Fund: Training & activities for 2013 Leadership Tri-State class and alumni $54,285

The Mansbach Foundation Endowment Fund: To support 20 local non-profit organizations $56,000

The Maudella Taylor Fund: Goodwill Industries of KYOWVA Area $750 Mingo County Endowment Fund: Larry Joe Harless Community Center $1,500

Morning Has Broken Fund: Friends of the Children $392 FTSC – Area Education Grants $1,176 Foundation for the Tri-State Community, Inc. $784

Paramount Arts Center Restricted Maintenance Endowment: To support maintenance of the original Paramount structure $4,756

R. Bernard Dickinson Rotary Club of Huntington Endowment Fund: Greater Huntington Park & Recreation District’s Rotary Park $4,772 Tri-State Area Council, Boy Scouts of America: To support the local Boy Scout Council $2,668

The Woodlands Foundation Fund: Safe Harbor of Northeast Kentucky $21,000

2013 DISTRIBUTIONS

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The Tri-State community is a community that cares. Let us work with you to create a charitable plan

that reflects your care for your community.

Alice Lloyd CollegeThe American LegionAmerican UniversityAshland Community KitchenAshland Day Treatment CenterAtrium Medical Center FoundationBeckley Area FoundationBeverly Hills United Methodist Church (Huntington, WV)Big Brothers Big Sisters of the Tri-StateBig Green Scholarship FoundationBlennerhassett Museum FoundationBoys and Girls Clubs of HuntingtonCASA of Northeast KentuckyCabell County LibraryCabell Huntington Hospital Foundation, Inc.Cammack Children’s CenterCentre College of KentuckyCharleston Gazette Charities, Inc.Childhood Language CenterChrist Episcopal Church (NC)Christ School (NC)Cincinnati Zoo Foundation Inc.City of Huntington FoundationCity of White Sulphur SpringsCity of Williamson Parks & RecreationCoalfield JamboreeCommonwealth Fund of KETCommunity Assistance and Referral Service (CAReS)Davis-Stuart, Inc.Davidson CollegeEbenezer Medical OutreachFifth Avenue Baptist Church (Huntington, WV)First Book – Boyd County, KYFirst Presbyterian Church (Ashland, KY)First Presbyterian Church (Charleston, WV)First Presbyterian Church (Huntington, WV)Friends of Craik-Patton House, Inc.Friends of the ChildrenFriends of West Virginia Public BroadcastingGovernor’s School for the Arts (KY)Grace Place for Children and FamiliesGuadalupe CenterHabitat for Humanity of Collier County, FLHighlands Museum & Discovery CenterHighlawn Presbyterian Church (Huntington, WV)Hoops Children’s Hospital at Cabell Huntington HospitalHope’s PlaceHospice of Chattanooga

DISTRIBUTIONS FROM DONOR-ADVISED FUNDS: $264,976In order to protect the anonymity of its donors, the Foundation provides a listing of organizations that received funding through its donor-advised funds and an aggregate total of those donations. In 2013, the Foundation made distributions to the following organizations:

Hospice of HuntingtonHuntington City MissionHuntington Museum of ArtHuntington Outdoor TheatreHuntington Symphony OrchestraJeffrey George Comfort HouseKentucky Educational TelevisionKentucky Rockers Baseball ClubMarch of Dimes March for BabiesMarshall University Alumni AssociationMarshall University Artists SeriesMarshall University Campus Christian CenterMarshall University FoundationMichael J. Fox Foundation for Parkinson’s National Society of Colonial Dames of America - West Virginia ChapterParamount Arts CenterParamount Woman’s AssociationPartners in PridePhylmaya Foundation Ltd.Randolph CollegeRegional Christian School (Williamson, WV)River Cities HarvestRonald McDonald House Charities of the Tri-StateRotary FoundationSafe Harbor of Northeast KentuckyThe Salvation Army (Ashland, KY)The Salvation Army (Huntington, WV)The Salvation Army (Naples, FL)Scottish Rite Foundation of West VirginiaSpaulding UniversitySt. Bernard Catholic School (Cincinnati, OH)St. Matthew’s HouseSt. Raphael Episcopal Church (Lexington, KY)The Tug Valley Friendship FoundationTrinity Episcopal Church (Huntington, WV)Union CollegeUnited Way of the River CitiesUniversity of VirginiaVenice Presbyterian Church (FL)Wayne County Community Service Organization, Inc.Wesley United Methodist Church (FL)West Virginia Public BroadcastingWest Virginia University Eye InstituteWOUB RadioYMCA of Ashland, KYYMCA of Huntington, WV

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The Foundation awarded the following scholarships and awards:

AK Steel Self-Reliance Awards To reward area students who excel in time management and self-reliance. 2013 awards benefited:

Jordan Rose $1,250 Parker Touchton $1,250 Jennifer Russell $1,000 Landon Lauder $1,000 Caitlin Conley $750 Nicholas Watts $750 Kelly Heishman $500 Chris Fugate $500 Amy Herrick Fund To assist students attending Alice Lloyd College $4,338 Anne and John Ward Memorial Scholarship Fund Ohio University Southern Campus $250 for the benefit of Jody Basham

Ashland High School Class of 1939 Scholarship Fund University of Kentucky $500 for the benefit of Sydney Cullop

Ashland Women’s Club Scholarship Fund Morehead State University $1,000 for the benefit of Nicole Goins

Billy Gammon Scholarship Fund University of Louisville $1,000 for the benefit of Slater Swift

Brent David Shattles Memorial Scholarship Fund University of Kentucky $1,000 for the benefit of Alexander Hamlin

Courtney Thomas Memorial Scholarship Fund University of Kentucky $500 for the benefit of Sarah Schneider

Craig Thompson Memorial Scholarship Fund University of Kentucky $1,000 for the benefit of Kadin Ashley

Dick Griffith Memorial Scholarship Fund Marshall University $1,000 for the benefit of Zach Jones

Gornall Viking Scholarship Funds Mountwest Community & Technical College $600 for the benefit of Malenna Davis

Ohio University Southern Campus $600 for the benefit of Summer McMillian

Mr. and Mrs. Kenneth E. (Hazel) Guyer Scholarship Fund Marshall University Foundation $500

Ironton Area Kiwanis Club Scholarship Fund Ohio University Southern Campus $250 for the benefit of Ricky Anderson

James A. Anderson, Jr. Student Athlete Award University of Kentucky $1,000 for the benefit of Logan Salow

Jamie Sue Barker Memorial Scholarship Fund Ohio University Southern Campus $500 for the benefit of Alexis Riggle

Jane McConnell Memorial Scholarship Fund Shawnee State University $1,000 for the benefit of Haley Glockner

Janet Nunley Scholarship Fund Bellarmine University $1,000 for the benefit of Hallie Morgan Marie Huff

Judith Paige Johnson Memorial Scholarship Fund University of Kentucky $1,000 for the benefit of Jessica Branham

Kentucky Migrant Education Scholarship Fund Morehead State University $1,000 for the benefit of Irvin Juarez

Lacey Parnell Memorial Scholarship Fund Ohio University Southern Campus $500 for the benefit of Alexis Riggle

Lawrence County Goodwill Scholarship FundIn memory of McCawley Ballard Big Sandy Community & Technical College $400 for the benefit of Kristen Baldwin

LP-JOMAR Scholarship Fund Eastern Kentucky University $250 for the benefit of Ashley Priode

The Mansbach Foundation Endowment Fund To assist students attending: Alice Lloyd College $2,250 Spaulding University $2,250

Marshall University Chemistry Undergraduate Laboratory Initiative Fund for the benefit of Hannah Bolt $500

Mary Ann and Larry Akers Scholarship Fund University of Rio Grande $1,000 for the benefit of Jessalyn West

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2013 SCHOLARSHIPS/AWARDS

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Michael David Daniels Memorial Scholarship Fund Morehead State University $250 for the benefit of Charles A. Hedrick

Morning Has Broken Fund Shawnee State University $1,000 for the benefit of Jessie Perdue

Oren and Patty Justice Scholarship Fund Ashland Community & Technical College for the benefit of Emily Meeks $2,000

University of Kentucky for the benefit of Erica Cordle $2,000

Patricia L. Matthews Scholarship Fund Ashland Community & Technical College $2,000 for the benefit of Emily Meeks

Rachel Lauren Lavalley Endowment Fund To provide assistance to students at $1,350 Our Lady of Fatima School

Robert Yancey Scholarship Fund To further a love of the game of golf, encourage excellence in the sport and, ultimately, improve the chances for regional students to receive NCAA golf scholarships. 2013 awards benefited:

Bryson Bennett $280 Nicholas Blankenship $280 Noah Combs $280 Ryan Gillum $280 Thomas Hall $280 Mitchell McFarland $280 Drew Oxley $280 Aaron Persily $280 Robert Thomas $280 Sam L. and Mollie Gatrell Scholarship Fund Shawnee State University $1,000 for the benefit of Erica Cordle

Ward and Irene Patton Outstanding Graduate Award University of Kentucky $1,000 for the benefit of Kaitlyn Lemaster

You can give back to your community long after you are gone through a legacy gift that provides a constant source of support for the organizations

and causes that matter to you.

FIRST QUARTERCoalfield Development Corporation West Virginia $2,000 Technological Assistance for the 21st Century Jobs InitiativeThis grant assisted with the purchase of computers and equipment for a study hall and resource room for the Initiative. This grant was funded, in part, by the West Virginia Neighborhood Investment Program Fund.

Deuteronomy Fund, Inc./Girls Place West Virginia $1,500Computers and Accessories for Girls PlaceThis grant aided Girls Place with the purchase of computers and software for its program, which was designed to improve the lives and potential long-term opportunities of young teenage girls considered to be challenged socially, economically and/or educationally. This grant was funded, in part, by the West Virginia Neighborhood Investment Program Fund.

Goodwill Industries of Kyowva Area, Inc. West Virginia $3,167J.W. Scott Center – Handicap-Accessible Restroom This grant purchased the supplies needed, and partially funded the labor costs, to make the upstairs restroom at the Center handicap accessible. This grant was funded, in part, by the West Virginia Neighborhood Investment Program Fund.

Lawrence County Horseman’s Association Ohio $2,500Field of Dreams This grant assisted the Association with the purchase of an Arena Drag for its new horse arena, located in the Ohio Industrial Park.

Tri-State Literacy Council West Virginia $2,000TSLC Literacy Partners in Empowerment This grant purchased the books and materials needed in the expansion and enrichment of the English as a Second Language (ESL) and Basic Literacy services available in the area.

Safe Harbor of Northeast Kentucky Kentucky $2,000Emergency ShelterThis grant purchased furnishings, including chairs, tables, floor mats and filing cabinets, for Safe Harbor’s new crisis office and counseling/intake area. This grant was funded, in part, by the Boyd County Found.

SECOND QUARTEREbenezer Community Outreach Center West Virginia $1,000Youth Energized for SuccessThis grant assisted with the purchase of computer monitors, a printer and tech support for the Center’s after-school program. This grant was funded, in part, by the West Virginia Neighborhood Investment Program Endowment Fund.

Huntington Area Habitat for Humanity West Virginia $4,000OSHA-Recommended Fall Protection EquipmentThis grant aided the Huntington Area Habitat with the purchase of a required fall protection system to ensure that it is in compliance with OSHA’s and Habitat International’s fall protection regulations. This grant was funded, in part, by the West Virginia Neighborhood Investment Program Endowment Fund.

Ronald McDonald House Charities of the Tri-State West Virginia $4,000New Furnace This grant assisted with the purchase of a new furnace for the Ronald McDonald House. This grant was funded, in part, by the West Virginia Neighborhood Investment Program Endowment Fund.

THIRD QUARTERAshland Area YMCA Kentucky $1,000Computer LabThis grant purchased tables and other materials for the YMCA’s new computer lab, which will be used for its After-School Program, Childcare Program and Summer Day Camp. This grant was funded, in part, by The Putnam Agency Fund.

Doctors Care of Cabell County West Virginia $2,000Website Development For Doctors CareThis grant aided Doctors Care in the development of a website that will serve as the access portal for referring agencies and medical providers to communicate, interact and coordinate for vital Doctors Care services. This grant was funded, in part, by the West Virginia Neighborhood Investment Program Endowment Fund.

Ebenezer Medical Outreach, Inc. West Virginia $3,000Dental Care for the Low-IncomeThis grant assisted with the purchase of a new digital imaging X-ray machine for Ebenezer’s dental clinic. This grant was funded, in part, by the West Virginia Neighborhood Investment Program Endowment Fund.

Greenup County Health Department Kentucky $2,500Enhancing Safe Places for Active Living & Physical ActivityThis grant purchased four benches for the Health Department’s new walking track. This grant was funded, in part, by The Chellgren Fund.

2013 COMPETITIVE GRANTS

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Lily’s Place West Virginia $3,250Fix It Up for BabyThis grant assisted Lily’s Place, a newly formed 501(c)(3), which provides care for newborn infants suffering from Neonatal Abstinence Syndrome (NAS) and the withdrawal from drug exposure, with start-up needs, including fencing. This grant was funded, in part, by the West Virginia Neighborhood Investment Program Endowment Fund.

Mountain State Healthy Families/TEAM for WV Children West Virginia $1,500Project “Ain’t Misbehavin”This grant purchased the Love & Logic Curriculum and workbooks for this new program, which Mountain State will use to facilitate free parenting and child-rearing guidance for area families with children from birth to age 6. This grant was funded, in part, by the West Virginia Neighborhood Investment Program Endowment Fund.

Mountwest Foundation, Inc. West Virginia $2,000Translating Textbook Knowledge to Hands-On LearningThis grant assisted the Mountwest Foundation with the purchase of a Point of Sale machine, to be used in conjunction with its culinary arts program, as well as with its on-site café.

FOURTH QUARTERActors for Children Theatre Kentucky $1,000Act “A Gift-Bear for the King”This grant assisted with show expenses for this program, which provides performing arts programming to arts-underserved children throughout the Tri-State area. This grant was funded, in part, by The John & Donna Hall Fund.

City of Raceland Kentucky $1,700 Raceland Historic Walking TrailThis grant assisted the City of Raceland in completing its historic walking trail in downtown Raceland.

Facing Hunger Foodbank Kentucky $2,500Boyd County Backpack ProgramThis grant assisted the HAFB in expanding its Backpack Program to Boyd County, Kentucky. This program provides two entrees, two lunches, two breakfasts, two snacks, two beverages and two fruit/vegetable servings each week to elementary students. This grant was funded, in part, by the Boyd County Found.

Highlands Museum & Discovery Center Kentucky $4,400Museum IlluminationThis grant provided matching funds for an American Electric Power grant to replace 300 floodlights throughout the museum with 13-watt LED bulbs. This grant was funded, in part, by the John & Donna Hall Fund and The Putnam Agency Fund.

The Kentucky Philanthropy Initiative Kentucky $200Endow Kentucky Tax Credit Advocacy PlanFTSC partnered with the other community foundations in Kentucky to support this Initiative, which will expand and strengthen the Endow Kentucky Tax Credit by building a broader statewide coalition of support among legislators and grassroots advocates to promote increasing the amount available for credits, adjust the application and approval timeline to better accommodate donors and foundations and fund capacity-building and challenge grants outlined in the original Endow Kentucky legislation. This grant was funded, in part, by The Chellgren Fund.

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The over $800,000 we distributed in the Tri-State last year

shouldn’t be kept secret, so please help spread the news

about the Foundation’s good works.

Our region is experiencing an unprecedented transfer of wealth as estates change hands from one

generation to the next, nearly $5 billion in the next ten years.

Imagine if just 5% of the wealth earned in the Tri-State region could stay in endowments that

benefit the region forever.

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Anyone can be a philanthropist through

a legacy gift... Is your community one

of your heirs?

2013 DONORS

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Ms. Ernestine F. AdkinsMs. Paula B. AdkinsMr. and Mrs. Ronnie AdkinsAdvantage ToyotaMr. and Mrs. Robert W. AgeeMr. and Mrs. Wesley F. AgeeMr. and Mrs. Larry AkersMr. David H. AlbanMrs. E. Ann AllenMr. Jason AllenMr. and Mrs. Richard T. AllenDr. and Mrs. Kenneth P. AmbroseAmerica in BloomAmerican Electric PowerAmerican Junior Golf FoundationMr. and Mrs. Joseph B. AmsbaryMrs. Christine AndersonDr. Gary D. AndersonMrs. V. Darlene AndersonMr. W. B. AndrewsMr. and Mrs. George R. AndrickMr. Brian AngeArea AdvertisingArthur & Joan Weisberg Family FoundationAshland Area Convention & Visitors BureauAshland Board of EducationAshland Office Supply Inc.Mrs. Barbara Moses AtkinsMr. and Mrs. Kenneth L. AulenB’nai Sholom CongregationMr. Thomas E. BaileyMs. Beverly BaldridgeMrs. Betty BarrettMr. Jack BazemoreMr. and Mrs. Thomas J. BellMs. Deborah BellinderMs. Aileen P. BertoiaBestitle Agency, Inc.Mrs. Mary Beth BiedermanBig Brothers Big SistersMrs. Jean F. BiggsMr. and Mrs. Dennis W. BillsMr. and Mrs. Frank L. BinderMs. Sara T. BlethenDr. Paul Blom and Dr. Dina BlomMs. Brenda BocookDr. John E. BogersMr. and Mrs. W. Fred BoggsMr. Richard BolenMr. and Mrs. William S. BondurantDr. and Mrs. Jack BordersMs. Gaillynn M. BowmanMrs. Jane H. BoylinMrs. Elizabeth C. Boylin BakerMr. and Mrs. James BradleyBrickstreet InsuranceMr. and Mrs. Leon B. BriggsMs. Kimberly G. Broedel-ZauggDr. and Mrs. James T. BromMr. and Mrs. Craig BrownDr. Philip E. BrownMr. and Mrs. Jerry L. BrowningMr. and Mrs. Geoffrey BullingtonMr. Mike Burcham

Mr. and Mrs. Marshall BurdetteMrs. Mary Jo BurtonMr. Randy BurtonCabell County Public LibraryCabell Huntington Convention & Visitors BureauCabell Huntington HospitalMs. Elizabeth D. CaldwellMr. and Mrs. W. Garner CallawayMr. and Mrs. Edward CanterburyMr. and Mrs. James E. CantrellMs. Jamina T. CarderCardinal Management LTDMr. and Mrs. Nick CarterMrs. Idabelle CaseCatlettsburg Refining LLCMr. and Mrs. James A. CaudillMr. Robert L. CaummisarMr. and Mrs. J. Bryan ChambersChampion Industries, Inc.Ms. Emma P. ChapmanMs. Jennifer ChapmanMr. and Mrs. Michael S. ChapmanMr. and Mrs. Ray ChapmanMs. Tiffany ChapmanMs. Mary Blair V. ChapuisatMr. Paul W. ChellgrenMr. David L. ChenowethMr. and Mrs. Robert J. ChenowethDr. and Mrs. Felix H. CheungCitizens Deposit BankCity National Bank of West VirginiaCity of HuntingtonMr. and Mrs. Ron ClarkMr. Joseph ClaytonMrs. Dianne W. ClementMs. Jackie ClevengerMr. Dan Click and Mrs. Melinda Woods-ClickDr. Philip E. ClineMr. and Mrs. Barry N. CohenMrs. Jodi Rowe-CollinsColumbia Gas CompanyMr. Don M. CombsCommercial Bank FoundationCommercial Bank of GraysonCommunity Trust BankMr. Tyson ComptonMs. Cheryl L. ConnellyContinental Real Estate CompaniesMrs. Dolores L. CookMrs. Betty CooperMs. Sonya CooperMs. Emily CoxRep. and Mrs. Kevin J. CraigMr. and Mrs. Thomas L. CraigDr. Miki CrawfordMr. and Mrs. Howard R. Crews Jr.Ms. Hessie CrislipMr. John A. CrossMs. Nancy CrumMs. Martha J. CummingsMs. Sally O. CyrusCyrus and Adkins, Attorneys at LawMrs. Anne B. DandeletMr. and Mrs. David H. Daugherty

Mr. and Mrs. Staige DavisMr. and Mrs. Edward H. Dawson Jr.Mayor Jean DeanDr. Sarah N. DenmanDesco Federal Credit UnionMs. Virginia L. DickensMs. Patricia L. DickeyMr. and Mrs. Dean DicksonMrs. Karen DicksonMs. Nancy DillardDr. and Mrs. Jack DittyMr. John E. DolinMr. and Mrs. Robert DoradoMr. Frank DorseyMr. and Mrs. Joe K. DorseyMr. John N. DorseyMrs. Sandra S. DuncanEagle Distributing CompanyMr. Daniel EarlMr. and Mrs. Jason S. EarlDr. and Mrs. Jack EblinMr. and Mrs. Joseph S. EddinsMs. Kay M. EdelmannMr. Donald L. EdwardsMr. and Mrs. William R. EllisMr. and Mrs. Phillips C. EmmonsMs. Jenny EvansDr. and Mrs. Douglas W. EyMr. and Mrs. Cecil E. FanninMr. and Mrs. Michael FanninMs. Barbara H. FarisMrs. Jennifer L. FarrarMrs. Kathryn W. FarrellMr. and Mrs. Michael J. FarrellMr. Patrick FarrellMr. and Mrs. Paul T. FarrellMrs. Sandra FengerField Memorial Trust Fifth Third BankFirst Sentry BankMr. and Mrs. Leo J. FleckensteinMr. John FlowersMrs. Katherine Peyton ForbesMs. Virginia P. FordDr. Jane FotosDr. Jan FoxMrs. Shelia FraleyMr. James D. FrazierDr. and Mrs. Joseph FrazierMrs. Joyce FrazierFriends of the Regional LibraryMs. Carol FullerMr. George FullerGalloway & Company PSCMs. Anne GardnerMs. Lorraine GarkovichGene Jackson’s AutomotiveMs. Barbara A. GeorgeMrs. Joycelyn GeorgeMrs. Sammie GeorgeMs. Emily GermaniMrs. Kay GevedonGreater Huntington Park & Recreation DistrictDr. Charles E. Giangarra

Mr. James E. GibsonMs. Josette K. GibsonMr. and Mrs. Thomas H. GilpinGLCA Chamber of CommerceMr. Jim GlendinningMr. David A. GlickGoodwill Industries of KYOWVAMr. and Mrs. D. R. GossettGraf Brothers Flooring, Inc.Grayson Gallery & ArtGrayson Rotary ClubMr. and Mrs. Vaughn GrishamMr. and Mrs. Joe GrizzleMs. Peggy GroffMs. Carly K. HackmanMs. Christina HajjarMr. and Mrs. John R. HallMr. and Mrs. R. Sterling HallMs. Beth L. HammersMr. and Mrs. Robert E. HardinMr. and Mrs. Douglas HardmanMrs. Colleen M. HarkerJames H. Harless FoundationMs. Brenda HarlowMs. Debra B. HarmanMs. Robin D. HarmonDr. and Mrs. J. D. HarrahMrs. Lavonne H. HarrisonMr. Thomas R. HarroldMs. Virginia Lee HastingsMr. Charles HaughMr. and Mrs. Earl W. HeinerMr. Brian HeinzMs. Betty J. HelanderMs. Judy HendersonMrs. Gregg HendryDr. Frances HensleyMr. Matt HensleyMr. W. Bret HensleyMr. and Mrs. Anthony S. HerrDr. and Mrs. Robert A. HessMrs. Anne HildebrandMr. Alex HillMr. and Mrs. Michael HobbsMr. and Mrs. James HollandsworthMs. Terry L. HolleyMs. Linda S. HolmesMs. Claudia HoodMr. and Dr. Morgan C. HoodMr. and Mrs. J. E. HoodMr. and Mrs. Jeffrey E. HoodHorton Brothers & Brown Pharmacy, LLCMs. Suzanne HouseMr. and Mrs. Dan HuffmanMs. Jonna HughesMrs. Rita HughesMr. and Mrs. William W. HughesMr. and Mrs. Ronald HunterHuntington Area Habitat for HumanityHuntington Cabell Republican WomenHuntington Federal Savings BankHuntington Hall of Frames, LLCHuntington Municipal Development Authority

Huntington Realty CorporationInwood Garden ClubIronton Area Kiwanis ClubJ&J General Maintenance, Inc.Ms. Linda JacksonJABO Supply CorporationMs. Brandi Jacobs-JonesMr. and Mrs. Paul JacobsonJeannine Y. Francis Charitable FoundationJenkins Fenstermaker, PLLCMs. Jill JobstDr. and Mrs. Winfield C. John IIIMr. and Mrs. Bosworth JohnsonMr. and Mrs. Charles JohnsonMr. and Mrs. Robert B. JohnsonMr. Ted F. JohnsonMr. Andrew JonesMr. Charles JonesMr. and Mrs. David A. JonesMr. and Mrs. Ervin H. JonesMr. J. Patrick JonesMr. Stephen M. JonesMr. and Mrs. John M. JordanMr. and Mrs. Kevin B. JordanMr. and Mrs. William JordanDr. and Mrs. Oren JusticeMs. Marjorie KaibMs. Carolyn KarrKelley, Galloway & Co.Mr. and Mrs. Robert C. KendallKentucky Community & Technical College SystemMs. Patricia H. KiddMr. Erik J. KielinMs. Mary Beth KilgoreMr. David L. KingKing’s Daughters Medical CenterMr. and Mrs. Francis M. KinneyMr. and Mrs. Timothy R. KinseyKitchens by Woody’sMr. Dennis F. KlattenbergMr. and Mrs. James J. KlineMr. Steven J. KnoppMr. Robert A. Kopp, Jr.Mr. Forest E. KreiserMs. Evalee L. KygerMrs. Sarah L. KyleMr. and Mrs. Larry LaFonLaFon Family Foundation, Inc.Ms. Anne W. LambrightMr. and Mrs. John LandersJune E. Langham, Jason A. Langham, Thomas T. LanghamLawrence Economic Development Corp. (LEDC)Mr. and Mrs. Joseph LeeMr. and Mrs. Erik LeggDr. Tracy LeGrowDr. and Mrs. Philip B. LepantoMr. and Mrs. P. Bruce LeslieMr. and Mrs. Robert M. LevyDr. and Mrs. Donald R. LewisMr. and Mrs. John C. LipscombMr. Charles Love and Mrs. Connie J. Love

Mr. and Mrs. Grady LoweMr. and Mrs. E. B. Lowman IIMr. Chris MacFarlaneMr. Michael D. MannsMarathon Petroleum Company LPMr. Joseph MargottaMs. Carol MariottiMs. Heather MarrsMarshall HealthMarshall UniversityMarshall University FoundationMarshall University Research Corp.Mr. Charles E. MartinMs. Sandi MartinMr. Gary E. MastonMs. Vicky MathisMrs. Jewell R. MatthewsMr. Donald R. MaxwellDr. Lynne S. MayerMrs. Agnes McCaskeyMr. and Mrs. James L. McClellandMr. Lance McComisMr. and Mrs. David McCownMr. and Mrs. Larry L. McCoyMr. and Mrs. Lyle D. McCulloughMs. Elizabeth A. McGloneDr. Aaron M. McGuffinMr. Charles C. McGuireDr. Dawn McGuireMr. and Mrs. E. E. McGuireDr. Charles H. McKown Jr.Mr. Selden S. McNeer Jr.Members Choice Credit UnionMr. and Mrs. Randall MemmerMrs. Janice J. MetzgerMr. James MeyerMr. and Mrs. Greg MichaelMr. and Mrs. Robert MillerMs. Martha I. MishoeMs. Roberta MitchellMs. Anne MontagueMr. Chad MooneyMrs. Loren G. MooreMs. Donna L. MorganMr. and Mrs. Alan S. MorrisonMr. R. Brian MorrisonMr. E. A. MottMs. Barbara MoyersMU Department of PhysicsDr. Diane C. MufsonMs. Linda MunyanMr. and Mrs. William Murdock Jr.Mr. Paul MurnahanMr. and Mrs. Thomas E. NashNatural Resource Partners, LLCDr. Joseph M. and Dr. Kay F. NealMr. and Mrs. H. Edward NeelyMr. and Mrs. Charles R. Neighborgall IIIMs. Jennelle A. NelsonMr. and Mrs. Maurice NelsonMs. Mary Beth NenniDr. and Mrs. Michael D. NestorMs. Lisa Newell

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Dr. and Mrs. Mark L. NewfeldMs. Tamara NimmoMr. and Mrs. Gregory NorrisOhio University Southern CampusOur Lady of Bellefonte HospitalMrs. Jane H. PancakeParamount Arts CenterMr. and Mrs. Tim ParnellPathways, Inc.Mr. Gary PelfreyMrs. Sharon N. PeoplesPeoples Bank, NAPeoples Insurance Agency, Inc.Mr. and Mrs. Donald J. PerryMr. and Mrs. Audy M. Perry Jr.Ms. Geraldine E. PerryMr. and Mrs. Kent J. PerryDr. and Mrs. Eric PersilyMs. Becky PhillipsMr. and Mrs. Thomas PhippsMr. and Mrs. Leonard J. PichaMs. Marilyn PolanMr. and Mrs. John PoppDr. and Mrs. J. Roger PotterMr. J. C. PowersMr. and Mrs. John M. PraskwieczMr. and Mrs. Larry PrichardPTK Fitness, LLCMr. and Mrs. Dan PylesMs. Patricia M. QuackenbushMr. and Mrs. John A. QueenRamey-Estep Homes, Inc.Dr. and Mrs. Bruce RatcliffMr. Charles ReneauReneau Insurance AgencyMs. Barbara W. RichardMrs. Lila R. RifeRiggs Machine & Fabricating, Inc.Ms. Lisa RileyMr. and Mrs. Phillip A. RileyMrs. Jean E. RipleyMr. R. O. Robertson Jr.Mrs. Brandon RoismanMrs. Joan RossRotary Club of AshlandMr. and Mrs. John A. RugglesMs. Judy RuleMr. Gary RunyonMr. Thomas ScarrMrs. Valerie L. ScheidlerMr. Bruce SchemmelMs. Katie F. SchererMrs. Susan SchneiderMs. Nancy SchnitzkerMrs. Allyson SchoenleinDr. Thomas F. ScottMs. LuAnn SereyDr. Darshana ShahMr. and Mrs. David ShattlesMs. Carolyn ShaverMs. Marlene SheetsMr. and Mrs. Geoffrey S. SheilsDr. and Mrs. Mark F. Sheridan

Ms. Bennie J. ShieldsMr. and Mrs. Dennis ShobeMr. and Mrs. Fred SilversteinMr. Richard E. SimmonsMr. and Mrs. William SimoniMrs. Marlene SimsMr. Wyatt SkaggsMr. Chris SlaughterMr. and Mrs. J. Roger SmithMr. Nelson C. SmithMr. Paul English SmithMr. and Mrs. Ronald A. SmithSmith, Goolsby, Artis & ReamsMs. Carol S. SpenceMs. Heather Dawn SpencerDr. Donna J. SpindelDr. and Mrs. Glenn D. SpradlinMr. and Mrs. W. Guy SpriggsSpriggs Distributing CompanySpriggs Family FoundationMs. Pam SpryMrs. Doris A. St. ClairMr. and Mrs. James St. ClairSt. Mary’s Medical CenterMr. and Mrs. William StarkDr. Pamela StatonMr. and Mrs. Michael D. StautbergSteel of West Virginia, Inc.Steen Funeral HomesMr. and Mrs. William P. Stephenson Jr.Mrs. Jeanie StevensMs. Sharon StevensonMr. James StoneMs. Mary S. StoopsMrs. Angela StraightMs. Drema StringerMr. and Mrs. Mark D. StrotherStudio EightMr. Roger D. SullivanMrs. Karen E. SydnorMs. Pat SydnorMrs. Kathy TaylorMs. Louise E. TaylorMr. and Mrs. Jeffrey TaylorMr. and Mrs. Todd TaylorThe Benard C. Wellington & Pansy P. Wellington FundThe First State BankThe Marshall University FoundationThe Printing ExpressThe Tully S. Roisman TrustThe Woman’s Club Of HuntingtonMs. Whittney S. ThomanMr. Randal ThomasMrs. Samantha Thomas-BushThornburg Insurance AgencyMrs. Laura S. TimberlakeTimberlake Garden ClubDr. Joseph and Dr. Omayma ToumaTown and Country Garden ClubTri-Data, Inc.Tri-State Lawn Care, Inc.Ms. Wendy Trzyna

Mr. Ernest TuckerDr. Harry K. TweelMr. Lawrence J. TweelMs. Donna UnderwoodMr. Harry UnderwoodUnited Way of Northeast KentuckyMr. and Mrs. Mark M. UslanDr. Andrea VallejosVan-Griner, LLCVanAntwerp, Monge, Jones, Edwards and McCannMs. Susann M. VentersVF Design and Consulting, LLCMr. and Mrs. Mark D. ViaMrs. Jane S. VickersVillage of Barboursville Garden ClubMr. Edwin N. VinsonMrs. Edwin C. WadeMr. and Mrs. T. Cody WalesMr. and Mrs. John WallaceMrs. Carolyn WarnockA. K. WatsonMr. and Mrs. Stuart B.A. WebbMrs. Tomi J. WeberMs. Candy J. WeifordMrs. Joan WeisbergDr. Sharon WerthammerMs. Janie M. WerumJean E. Westfall EstateMr. Douglas B. WhiteMr. and Mrs. Gary G. WhiteMs. Sandra WhiteMs. Tamela J. WhiteWhite Oak PropertiesMs. Lottie M. WidmerDr. and Mrs. Marc W. WildMr. and Mrs. Ron WillenbrinkMr. Casey WilliamMrs. Gale G. WilliamsMs. Sarah A. WilliamsMr. Paul WilsonMs. Sharon WilsonMs. Lori WiltMs. Elizabeth Ann WinnMr. and Mrs. Don E. WisemanMs. LeeAnn WodaMr. Tom WolfDr. and Mrs. S. Kenneth WolfeMr. Edwin R. WoodsMr. and Mrs. Stephen C. WoolwineMs. Renee WorkmanMrs. Gretchen Dascoli WrayMrs. Sharon J. WyantMrs. Nina YanceyMs. Jennifer YorkMs. Linda L. ZbanMs. Rebecca B. Zimmerman

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ADMINISTRATIVE ENDOWMENT FUNDSSupport the Foundation’s operating costs

Business & Professional Campaign Foundation for the Tri-State Community, Inc. Operating EndowmentWest Virginia Endowment Fund

AGENCY ENDOWMENT FUNDSBenefit a named agency

Cabell County Library Funds: The Marilyn McCray Memorial Fund The Jay Green Fund The Amy Carter Stevens and Walter Carter Memorial FundCabell-Wayne Historical Society Fund Community Partners of Shawnee Mental Health Center, Inc. Endowment FundEbenezer Medical Outreach FundGateway Resource Conservation & Development Council FundIronton Catholic Schools St. Joseph/St. Lawrence Endowment FundMountain Heart Foundation Endowment FundTEAM for West Virginia Children Endowment Fund

AGENCY FUNDSOrganizations/projects operated under the Foundation’s 501(c)(3) umbrella

Area Education Grants FundAshland Children’s Choir FundAshland Tennis Patrons FundLeadership Tri-State FundPet Betterment FundRiver Cities Festival of the Arts Fund

DONOR-ADVISED FUNDSAllow donors to be actively involved in recommending grants

Anonymous Donor-Advised FundAshland Inc. Advised Fund**Ashland Rotary Club Endowment FundAudy and Laura Perry Endowment FundThe Bank One FundBenjamin T. Cooksey Endowment FundBoulevard Renaissance FundBoylin Family Endowment Fund Ceredo-Kenova Rotary Projects FundThe Chellgren #2 Advised FundThe Chellgren Family FundCity National Bank Donor-Advised Endowment FundCory Cheshire Sunshine for Troubled Youth FundDonald H. Putnam, Jr. Donor-Advised FundEarl and Nancy Heiner Donor-Advised FundEarleen Heiner and Robert W. Agee Donor-Advised FundErland P., Jr. and Ellen M. Stevens FundDouglas W. and Joyce S. Ey Donor-Advised FundGAIN FundGreenup County Green Fund Griffith Family FundH. Truman Chafin Family Charitable FundI.H.N. FundJohn and Margaret Woods Fund

James and Elizabeth Hoffman FundKenneth E. and Barbara P. Guyer Donor-Advised Fund**King Family FundLawrence County Civic Club Literacy Committee FundMarathon Ashland Petroleum Donor-Advised FundMary H. and J. Churchill Hodges Donor-Advised Fund**Miller-Porter Good Neighbor FundNeal and Wiseman Endowment Fund Donald H. Putnam, Jr. Donor-Advised Endowment FundR. Bernard Dickinson Rotary Club of Huntington Endowment FundSheils Family Endowment FundMichael D. and Anjanette R. Stautberg Endowment FundStrother Family Charitable Fund The Howard and Jane W. VanAntwerp, III Donor-Advised FundThe Malcolm and Wilma Jones FundThe Whitley FundWilliam P. Emrick Donor-Advised FundWoodlands Endowment FundZitter Family Advised Fund

RESTRICTED FUNDS/FIELD-OF-INTEREST FUNDSSupport specific organizations/projects/geographical areas

Artists in Concert Endowment FundAshland Beautification FundAshland Boyd County Dog Park FundAshland Child Development Center Endowment FundAshland High School Class of 1960 PAC Youth Education FundAshland Inc. Retirees’ Volunteer Center FundAshland Plaza Hotel FundAshland Tennis Center Endowment FundBoyd County Animal Control Center Endowment FundBuford Chapter DAR Cabin Fund**Carter County Community FundCarter County Endowment Fund City of Huntington Beautification FundCity of Huntington Graffiti Removal/Streetscape Beautification FundCity of Kenova FundC - K Alumni Band Building FundThe Coat FundD. Sterling Diddle Endowment Fund (FBO Switzer-Wallace Plaza)Doctors Care of Cabell County Endowment FundDreamland Pool FundEastern Kentucky Fair FundEmma Edith Arundel Endowment Fund (FBO Lawrence County, OH, Humane Society)Elizabeth Johnson Concert Fund Elliott County Endowment FundGarmestani Pugh FundGeorgia Blazer Norris Educational Endowment Fund (FBO Ashland Area Schools)Governor Cecil Underwood Endowment FundThe Greater Huntington Beautification Endowment FundGreater Huntington Park & Recreation District FundGreater Huntington Park & Recreation District Chuck Ripper Trail FundGreater Huntington Park & Recreation District Healing Field/ Bell Tower FundGreater Huntington Park & Recreation District Huntington PetSafe Dog Park Fund

FOUNDATION FUNDS (**funds established in 2013)

15 TRISTATEFOUNDATION.ORG

Greater Huntington Park & Recreation District Tennis Center Fund**Huntington in Bloom FundJane Anne Alban Memorial Endowment FundJohn E. “Jack” Jenkins, Jr. Memorial FundJennie K. Humphrey Huntington City Mission Camp Fund Junior League of Huntington Ritter Park Island Playground FundJunior League of Huntington Ritter Park Island Playground Endowment FundLarry Rogers Memorial Fund (FBO Carter Christian Academy)Leadership Tri-State Endowment FundLewis County Endowment FundThe Mansbach Foundation Endowment FundMary Southworth Henry Fund (FBO Central Christian Church [OH], First Presbyterian Church [OH] and Smith Memorial Church [WV])James L. McClelland Park Preservation Endowment FundMcConnell-Chinn House Endowment FundM. F. Field Fund**Miller School Park FundMingo County Endowment FundMorning Has Broken Endowment FundThe Music Appreciation FundPAC Endow KY Endowment Fund**Paramount Arts Center Endowment Fund**Paramount Arts Center Program Endowment FundParamount Arts Center Restricted Maintenance Endowment FundParks and Memorials Floral Fund**Pep the Band FundPet Betterment Endowment FundPlayground for the Park Fund (FBO Ashland Central Park Playground)Rachel Lauren Lavalley Endowment Fund (FBO Our Lady of Fatima School)River Cities Community Health Coalition FundRiver Cities Roundtable FundRoger L. Jackson Maintenance Endowment Fund (FBO Greater Huntington Park & Recreation District)St. Clair Endowment FundSt. Clair Family Charitable Fund**Kathy Timmons Setterman Education FundThe Maudella Taylor Fund Tri-State Area Council, Boy Scouts of America Endowment FundUrban Forestry Advisory Committee of the City of Huntington FundWilliamson (WV) Community Fund**Women’s Education (WE) Fund**Women’s Education (WE) Endowment FundWonderland Playground Fund (City of Kenova)

SCHOLARSHIP FUNDSProvide educational support to students

AK Steel Foundation Self-Reliance Scholarship FundLarry and Mary Ann Akers Scholarship FundAmy Herrick FundAnne and John Ward Memorial Scholarship FundAshland High School Class of 1939 Scholarship FundAshland Women’s Club Scholarship FundBillie B. Little Scholarship FundBilly Gammon Memorial Scholarship FundBrent David Shattles Memorial Scholarship FundThe Courtney Thomas Scholarship Fund

Craig Thompson Memorial Scholarship FundDick Griffith Memorial Scholarship FundGornall Viking Scholarship Funds: The Lowell and Dorothy Gornall Viking I Scholarship Fund The Lowell, Dorothy, John and Susan Gornall Viking III Scholarship FundHuntington Steel & Supply Company Scholarship FundIronton Area Kiwanis Club Scholarship FundJames A. Anderson, Jr. Scholarship FundJamie Sue Barker Memorial Scholarship FundJane McConnell Memorial Scholarship FundJanet Nunley Memorial Scholarship FundJudith Paige Johnson Memorial Scholarship FundKentucky Migrant Education Scholarship FundLacey Parnell Memorial Scholarship FundLawrence County (KY) Goodwill Scholarship FundLisa Price Memorial Scholarship FundLP-JOMAR FundMarshall University Chemistry Undergraduate Laboratory Initiative Fund**Marshall University Physics & Physical Sciences Scholarship FundMatthews Family Scholarship FundMichael David Daniels Scholarship FundMr. and Mrs. Kenneth E. (Hazel) Guyer Scholarship FundOren and Patty Justice Scholarship FundRepresentative Don Farley Memorial Scholarship FundRobert Yancey Scholarship FundRoy Epperson/Ralph Leach/James Rice Memorial Scholarship FundSam L. and Mollie Gatrell Scholarship FundShane Paul Davidson Scholarship FundWard and Irene Patton Fund

UNRESTRICTED FUNDS/FIELD-OF-INTEREST FUNDSSupport our operations and competitive grants program

21st Century Endowment FundsThe Arch Coal FundLinda L. and Gene Ball FundBank of Ashland FundThe Boyd County FundThe Chellgren FundJohn R. and Donna S. Hall FundThe G. B. Johnson, Jr. FundThe Luellen FundThe Mansbach FundThe McCowan FundThe Putnam Agency FundThe Third National Bank FundWest Virginia Neighborhood Investment Program Endowment Fund

SUPPORTING ORGANIZATIONSJames H. Harless Supporting OrganizationSpriggs Family Foundation Supporting Organization

The Foundation would like to work with you to create a permanent fund to support those institutions and causes that are most important to you and your family. Please contact us about establishing a fund during your lifetime or through a bequest in your will or elsewhere in your estate plan.

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STATEMENT OF FINANCIAL POSITIONFor Years Ended December 31, 2012 and 2013

2013 2012

Assets Cash and cash equivalents $ 699,721 $ 482,535 Investments 17,568,412 15,400,443 Remainder interest in irrevocable trust agreement 739,516 694,143 Property and equipment, net of accumulated depreciation 42,133 47,318 Due from other agency 159,215 159,215

Total Assets $ 19,208,997 $ 16,783,654

Liabilities Accounts payable and accrued expenses $ 19,500 $ 29,809 Liability under remainder trust agreements 323,958 314,048 Funds held as agency endowments 223,694 215,186

Total Liabilities $ 567,152 $ 559,043

Net Assets Unrestricted $ 840,366 $ 922,649 Temporarily restricted 8,743,295 6,382,149 Permanently restricted 9,058,184 8,919,813

Total Net Assets $ 18,641,845 $ 16,224,611

Total Liabilities and Net Assets $ 19,208,997 $ 16,783,654

17 TRISTATEFOUNDATION.ORG

Do you wish to be anonymous? We honor the

wishes of donors who choose to give to the community without receiving public

recognition.

STATEMENT OF ACTIVITIESFor Years Ended December 31, 2012 and 2013

2013 2012

Revenues and Other Support Contributions $ 133,246 $ 411,475 $ 138,371 $ 683,092 $ 513,324 Investment income 244,675 149,474 394,149 395,543 Net realized and unrealized gains and (losses) on investments 2,630,297 2,630,297 1,545,931 Net assets released from restrictions 838,063 (838,063) Change in value of split-interest gifts 7,963 7,963 8,762

Total Revenues and Other Support $ 1,215,984 $ 2,361,146 $ 138,371 $ 3,715,501 $ 2,463,560

Expenses Grants and awards $ 633,543 $ 633,543 $ 545,406 Program activities 193,367 193,367 254,520 Depreciation 5,185 5,185 6,286 Management and administrative 404,327 404,327 346,788 Fundraising 61,845 61,845 55,091

Total Expenses $ 1,298,267 $ 1,298,267 $ 1,208,091

Change in Net Assets (82,283) 2,361,146 138,371 2,417,234 1,255,469

Net Assets, Beginning of Year 922,649 6,382,149 8,919,813 16,224,611 14,852,357

Prior period adjustment — — — — 116,785

Net Assets, End of Year $ 840,366 $ 8,743,295 $ 9,058,184 $18,641,845 $ 16,224,611

Unrestricted TemporarilyRestricted

PermanentlyRestricted Total Total

A complete copy of the audited financial statements is available upon request.

18

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ASHLAND, KYPERMIT # 54

PO Box 2096 Ashland, KY 41105-2096

RETURN SERVICE REQUESTED

TRISTATEFO

UNDATIO

N.O

RG

Ashland855 Central Avenue | Suite 300

PO Box 2096 | Ashland, KY 41105-2096(606) 324-3888 phone | (606) 324-5961 fax

Huntington916 Fifth Avenue | Suite 403

PO Box 7932 | Huntington, WV 25779-7932(304) 942-0046 phone | (304) 942-0048 fax Our annual report

comes once a year, so for up-to-the-minute news on our

projects and funds, visit www.tristatefoundation.org

or find us on Facebook or Twitter (@FoundationTSC).