report to the community - Community Foundation for the Ohio Valley

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report to the community
1
table of contents
06 what exactly is a community foundation?
10 types of funds
11 from shale to scholarships
12 women’s giving circle
13 benedum grant provides STEAM
15 FUND STORIES
16 FUNDS OF THE FOUNDATION
20 FUND GIFTS
26 SCHOLARSHIPS
31 GRANTS & DISTRIBUTIONS
40 FINANCIAL STATEMENTS
42 TRUSTEES, COMMITTEES, STAFF, BANKS
Confirmed in Compliance with National
Standards for US Community Foundations.
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Dear Friends,
We are extremely grateful to those of you who have entrusted the Community Foundation for the Ohio
Valley to steward your philanthropic gifts. Our funds do amazing work in our communities and this annual
report reveals exactly that.
While most people in the community know CFOV for its annual Unrestricted Grants Program – now
called the Community Impact Fund, the other 154 funds of the Foundation work on a slightly quieter
scale. Through these generous gifts, the CFOV was able to make more than $1.1 million in grants and
scholarships to the Ohio Valley this year.
Our Women’s Giving Circle continues to grow in members. As of this writing, there are now 94 women
committed to working together to give and to grant to improve life for women and girls in the region. This
past October, the Women’s Giving Circle received a “Spirit of Philanthropy” Award from West Virginia
Grantmakers in the category of Critical Impact. This group is quickly becoming a model for philanthropy
in the region.
The CFOV worked with the Claude Worthington Benedum Foundation to incorporate the Arts into Science,
Technology, and Math classrooms throughout our service area this past year. Fourteen schools benefited
from these grants that raised the level of creativity in classrooms helping students learn core curriculums
in new and exciting ways. In some instances, the students didn’t even realize they were learning math or
science through these innovative programs. We are fortunate to be able to continue that work for another
year as our partnership with the Benedum Foundation continues.
We are also working to capture new wealth in the region from Marcellus Shale and turn it into philanthropy
through new funds at the CFOV. There has been some activity among land owners who want to “pay it
forward” and give back in the form of scholarships and donor advised funds. It is our hope that we can
educate more land owners as well as gas and oil companies on the importance of providing philanthropic
support to the region where this work is taking place – and where it is so desperately needed.
The Foundation grew in more ways than just assets this year. Upon the close of the fiscal year, CFOV has
now merged with the Community Foundation of Jefferson County. We now are proud to be able to serve
the people of Jefferson County. We will be working closely with the former board of trustees of the CFJC
and their donors to continue their work toward building philanthropy in the area.
We want to take this time to thank you for your continued support of the Community Foundation for the
Ohio Valley. We look forward to another great year of giving back.
Jerome B. Schmitt | President, Board of Trustees
Susie Nelson | Executive Director
REPORT TO THE COMMUNITY 2012
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HOW DOES THE community
foundation WORK?
WHAT EXACTLY IS A community
foundation?
You can create a fund now, establish one in your will, or create it through a trust
name. If you prefer anonymity, you may choose a name that reflects your
arrangement that benefits your family as well as charity. You may give in honor
fund’s charitable purposes. We provide you the flexibility in charitable giving
of an anniversary or as a memorial, to celebrate a special event, or to support a
without the time and expenses associated with running your own foundation.
cause. Tax deductions are earned at the time of your gift, while grants awarded
We can help you set up a fund that will maximize both your tax advantages
from your fund will continue to invest in our community forever.
and your impact in the community – now and forever.
Almost any kind of asset can be used to start your fund, including cash,
Our mindfulness of your generosity, in addition to professional investment
publicly traded securities, closely held stock, interests in limited partnerships,
management, includes filing tax returns and providing an independent
real estate, life insurance, tangible personal property, royalties, and private
audit; providing the services of experienced grantmakers who know
foundation assets.
the community, its needs and its organizations; ensuring that grants are
We can also discuss other options with you, such as bequests, charitable
remainder unitrusts, charitable remainder annuity trusts, charitable lead
In short, our job is to make it easy for you to provide for what you care
annuities, or other ideas you might have in mind.
about in our community and its future. It’s no secret that people who give
is prepared to work with people holding lease and royalty payments who
endeavors. As with our counterparts in other communities, we are led by a board of local, unpaid volunteers. Their role is to provide governance and oversight of
seek to support the community and achieve the tax advantages that may
Foundation activities.
come with it.
Because we are a nonprofit, gifts to a community foundation are tax-deductible as allowed by law . Donors with funds at community foundations pay
no excise taxes, as can be the case with private foundations; and community foundations have no spending requirement, as is the case with private foundations.
This is helpful for donors who are trying to grow their funds.
regular financial reports.
trusts, charitable gift annuities, life income and deferred charitable gift
With the recent activity in both natural gas and coal mining, the Foundation
A community foundation is a nonprofit public organization. Our business is to be of service to donors and to the wider community in philanthropic
awarded as you recommend and in the name of your fund; and issuing you
often feel they get more in return. Our primary reason for existing is to help
ensure that is the case for you. Establishing your fund is easier and quicker
than opening a bank account. The Foundation takes care of all administrative
and grantmaking activities, eliminating the need for you to set up a separate
institution, formulate policies, file forms, and monitor the status of grant
Many of our funds are named for the donor or the donor’s family or as
recipients. We help you accomplish your charitable goals while saving your
a memorial to someone special. Every grant from each fund will carry its
precious time and money. You may even gain significant tax benefits.
Community foundations usually have something called a spending policy. This is a policy that sets instructions for distribution of earnings from our
investments. Ours is 4%, which is fairly typical in our field and which means we want to distribute on behalf of our donors an amount equal to 4% of the value of
their endowment fund on an annual basis. We also take into account the average value of the fund over the last 12 quarters, which helps to even out any peaks and
valleys in the market. Our funds are professionally managed by advisors who report to our Investment Committee.
Some may wonder how we meet our expenses. Community foundations generally pay their bills by charging funds an administrative fee. For funds of $1 million
or less, our fee is 1% of the value of the fund. For funds $1 million to $5 million, the fee is .75%. Funds over $5 million are charged .5% administrative fee. Again, this
By setting up a fund, you have the ideal opportunity to create a
legacy for you, your family, and for our community. Your permanent
endowment will continue to grow and make grants forever.
is fairly typical for community foundations.
The re are over 700 comm u n it y f o u n d a t io n s in t h e U n it e d S t at es. E ach o p er at es a l i t t l e d i f f er en t l y t h an t h e n ext . F o r exam p l e, her e at CFOV,
we encourage smaller funds in an effort to help the community as much as possible. The minimum amount to open a fund at CFOV is $10,000,
while other, larger community foundations have six figure minimums. Some community foundations serve a single county or even a single city. Ours serves Brooke,
Ohio, Marshall, Wetzel and Tyler counties in West Virginia and Belmont and Jefferson counties in Ohio.
Community Foundations are independent – there is no national organization. Many community foundations, including ours, belong to
a national association called the Council on Foundations. The Council on Foundations provides a voluntary standard of accountability for community
foundations. This has been achieved by the Community Foundation for the Ohio Valley. This peer-reviewed accreditation confirms that our policies and procedures
are in keeping with the highest professional standards of our field.
REPORT TO THE COMMUNITY 2012
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HOW DO WE GET
STARTED?
Get in touch with us. Even if you do not know exactly what you want to do, we can help you create a grantmaking fund that meets what you are trying to
accomplish. Let us show you how flexible we can be as a public foundation in helping you meet your charitable goals. Even more important, let us help you find
the personal fulfillment that comes with making a difference in your community.
By establishing a fund at the Community Foundation, you can have confidence that your interests will be
protected. If desired, we can help you identify where your gifts will best benefit the community. The result
Please contact:
of our partnership with you is a lasting legacy that addresses the needs of today and tomorrow, furthers
Peter Riesbeck, Director of Development
Or Susie Nelson, Executive Director
a tradition of giving in our community, and ensures that you and your fund will be part of the solution for
Community Foundation for the Ohio Valley
our community’s challenges and part of the capital for our community’s future opportunities.
PO Box 670
1310 Market Street, Suite 1
Wheeling, WV 26003
304-242-3144
[email protected]
Professional Advisors: The Community Foundation for the Ohio Valley can be an invaluable long-term
partner for legal and financial advisors working with charitably inclined clients. We answer questions and
provide guidance to help your clients define and reach their charitable giving goals.
[email protected]
Because we are a community foundation, we are uniquely positioned to offer prospective donors a
variety of giving options. We can create gift illustrations for you and consult with you and your client on
questions such as:
»»Why create a charitable fund rather than making an outright gift to a charity?
»»What are the tax advantages of creating a charitable fund?
»»How can I leave something for my children and also give to charity?
»»What steps are needed to establish a fund at the Community Foundation?
Philathropy can be made easy. Here are six simple steps:
»»Discuss your overall philanthropic goals with your family members and legal or tax advisors.
»»Decide how much you can afford to give.
»»Determine the causes/organizations that will use your donations to meet the goals you support.
»»Meet with foundation staff to discuss your plan.
»»Ask questions, explore the different gift vehicles.
»»Get started!
REPORT TO THE COMMUNITY 2012
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Types of Funds
scholarships
from shale to
Donor Advised Funds
Donor Advised Funds support recommendations by the donor
of distributions to qualified charitable organizations
Donor designated Funds
It’s no secret that many people across the region have benefitted from
The donors received a tax deduction for their gift and are now actively involved
Donor Designated Funds permit the support of specific
Marcellus Shale activity by signing land leases and pipeline right-of-ways.
in helping at least one student each year who wishes to pursue higher education.
charitable organizations. The fund remains relevant
Some, in the southern portion of our service area, have begun to receive
over time and is responsive to changing circumstances.
royalty payments on their leased properties. All of this new income can also
create new philanthropists.
Scholarships are just one way of giving back to the community through a fund
at CFOV. Donor advised funds allow donors to regularly make grants from their
original gift to causes that are important to them. Donor designated funds
Field of Interest Funds
This year the CFOV welcomed a new fund from a couple who received Marcellus
perpetually provide support to specific organizations identified by the donor. Field
Field of Interest Funds focus on issues of concern
Shale income and wanted to give back. A scholarship fund was created to
of interest funds allow the board of trustees of the CFOV to make grants in a
benefit students and a field of study that the donors felt were important.
specific area such as children, recreation, or basic human needs.
such as health services, the environment, economic
development, human services, education, children and
youth, and the arts.
unrestricted Funds
Unrestricted Funds are not restricted by the donor
*Donors can receive tax deductions for the initial gift as well as future royalty payments.
*Always consult a tax professional for specific tax advice.
for any one purpose; instead, they are used to support
the changing needs of our community. This is the most
flexible type of fund.
scholarship Funds
Scholarship Funds recognize achievement and provide
financial support to students who wish to further
their education. Donors may specify selection criteria.
Some funds may be tailored to specify a variety of
criteria such as attendance at a specific college,
technical school, or university.
Agency Endowment Funds
Agency
Endowment
Funds
support
specific
nonprofit
organizations. The income earned promotes the ongoing
purposes of those organizations. An agency endowment is a
way to build a nest egg and attract future endowment gifts.
REPORT TO THE COMMUNITY 2012
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WOMEN’S GIVING CIRCLE MAKES
CRITICAL
IMPACT
steam
Benedum Grant Provides
Integrating the Arts in Science, Technology, Engineering, and Math
The Women’s Giving Circle of the CFOV has quickly become one of the most
Women’s Giving Circle Chairperson Kris Molnar and member Elise Reyes
Through funding made possible by the Claude Worthington Benedum Foundation, the CFOV was able to fund over
active and involved funds of the foundation. What started in 2010 with 20
travelled to Parkersburg, West Virginia, to accept the award at the West
$66,000 in mini-grants to 14 schools in our service area in 2012. These STEAM grants were used to integrate a cross-
women in the living room of CFOV Board Member Joan Stamp has grown
Virginia Grantmakers annual conference.
curriculum of the arts and technology focusing on the core subjects of math and science. Each of the 14 schools
to an overwhelming 94! Each woman in the Giving Circle has committed to
giving a minimum of $500 per year to be used to meet the unmet needs
of women and girls in the Ohio Valley. Since inception the Women’s Giving
Circle has raised more than $80,000, half of which has been placed into an
endowment to ensure the future of the organization.
“As we gathered together in the development phase of our Women's Giving
Circle our intention was to build a philanthropic organization that other
The administrations, teachers and students were all pleased with the outcomes of these programs last school year. Not
to combine our resources and do good things for women and girls in the
only did the students engage in classes more, but the teachers felt the students were retaining more knowledge, due to
Upper Ohio Valley was our collective objective. In less than two years, we have
the unique hands-on, cross-curricular approach to learning.
received the commitment of 90 women and received more than $80,000 to
serving women and girls including the YWCA Wheeling, Girl Scouts Black
build our philanthropic effort. The recognition received from the West Virginia
Diamond Council, Youth Services System, and the Wetzel County Cancer
Grantmakers is humbling and gratifying in their confirmation that we can and
Coalition. The Giving Circle members have formed committees that work to
will do great things.”
toward finding projects and programs that are meeting those needs. In some
cases, programs will be created by the Giving Circle itself to empower women.
support to their projects, which in the end added significantly to their overall success.
wom,en would believe in,” said Kris Molnar. “That we could join together
In the group’s first two years, grants have been made to several organizations
determine what the needs of women and girls are in the region and work
successfully partnered with an outside arts organization or artisan. Ten of those schools contributed extra in-kind
The Women’s Giving Circle continues to grow. New members are welcome
at any time. For more information, contact the CFOV at 304-242-3144 or visit
www.cfov.org.
Throughout this past school year, the STEAM grants have provided thousands of students the opportunity to explore
the art and science of creating pottery, paper, glass, etchings, clay caricatures, and vibrations. In some schools this
was the only art the students participated in all year.
For a second year, the CFOV has the opportunity to again administer funding to 15 schools in Marshall and Ohio
counties. Again the schools are required to successfully connect one or more community organization with educators
to creatively integrate STEAM into the classrooms.
The Women’s Giving Circle was recently awarded a Spirit of Philanthropy
Some unique projects from the 2011-2012 school year included an in-depth afterschool program at New Martinsville
Award by West Virginia Grantmakers in the category of “Critical Impact.”
School in Wetzel County. These students created etchings of historical sites in the county and made prints from them.
They also made their own paper for scrapbooks, which included their own nature photography. Also in Wetzel County,
Shortline School worked with a local potter to study the clay that students dug out of the ground right outside of their
school. They then learned how to turn that clay into pottery.
It is expected that this program will create a forward thinking, transformational concept that build creative thinking,
analysis and problem solving skills– all vital to prepare our future innovators.
REPORT TO THE COMMUNITY 2012
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WILLLIAMS FUND
1991
Frances “Pinkie” Williams was a long-time
member of the CFOV Board of Trustees. She and
her husband, John, established the Williams Fund,
a Field of Interest Fund to support children.
Specifically the fund is for fulfilling the basic needs
of children in the Wheeling area in the nature of
emergency food and clothing assistance and other
basic needs that will permit a better opportunity
for these children to grow and become educated.
1991
WHEELING-NISSHIN FUND
Wheeling Nisshin, Inc. of Follansbee established the Wheeling Nisshin Fund at the
CFOV to administer the company’s charitable giving. As a Corporate Donor Advised
Fund, grants are made annually to Brooke County Schools and other causes important
to the company. After a tsunami hit Japan in March 2011, the Wheeling Nisshin Fund
made a $50,000 grant to the American Red Cross to support Tsunami relief efforts.
2002
MATT VELEZ SAVE-A-LIFE FUND
The Matt Velez Save-A-Life Fund was established
by Matt’s mother, Mary Velez, in 2002 when
he suffered cardiac arrest during a high school
physical education class and died six days later. This
fund helps schools and nonprofit organizations to
purchase Automated External Defibrillators (AEDs)
to help save the lives of others.
In the last ten years, the fund has provided for more
than 100 AEDs in local schools and other public
places in the Northern Panhandle and surrounding
areas. There have been five “saves” in the Ohio
Valley where the fund was somehow involved by
either purchasing the AED, providing assistance to set up the AED Program, or
an update on the unit.
WHEELING MIDDLE SCHOOL
BOOSTER CLUB FUND
1995
The Wheeling Middle School Booster Club Fund was
established by Betty June Wymer, mother of two
students of Wheeling Middle School. The funds were
raised from 25 years of Bingo for the benefit of the
school. The fund distributes income on an annual basis
for academic, athletic, and cultural programs for the
benefit of the students. The fund is used for such
things as band uniforms, wrestling uniforms, Future
City competitions, Forensics competitions, and more.
ST. CLAIRSVILLE LIBRARY FUND
2003
The St. Clairsville Library created an Endowment Fund at
the Community Foundation for the Ohio Valley in 2003
as a way to help ensure long-term viability. The CFOV
provides stewardship of their endowment, alleviating
library staff and board of the day-to-day administration
and oversight of investment management. The staff
and board of the St. Clairsville Library work hard to
encourage supporters of the library to annually give to
the endowment fund.
The Community Foundation’s individual funds do amazing work. As you can see by
thESE EXAMPLES, a fund can be as unique as the person or organization establishing it.
2005
N. ELIZABETH ELBIN SCHOLARSHIP FUND
Elizabeth Elbin was a dedicated teacher for many
years at Cameron Elementary School. She had an
undergraduate degree from Oberlin College and a
Master's Degree in Education from the University
of Pittsburgh. Following college, she returned home,
dedicating her career to the people and the children
of Cameron. She sought out gifted children and
helped to give them opportunities. She was a very
optimistic and accepting person who loved teaching
as much as she loved the people of Cameron.
When she passed away in 2004, she left a large
portion of her estate to the Community Foundation
for the benefit of worthy and deserving graduates of Cameron High School. Each
year, four students are chosen to receive her scholarship in the amount of $1,250
per year, renewable for a maximum of $5,000.
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ROBERT W. SCHRAMM WEST LIBERTY SCIENCE FAIR FUND
2007
Dr. Robert Schramm is a retired professor at West
Liberty University. He believes that encouraging
children to appreciate science at an early age is
critical. Dr. Schramm established the Robert W.
Schramm West Liberty Science Fair Fund in 2007 to
annually support the Science Fair held each spring
at West Liberty University for students in grades
6 - 12. Students from Hancock, Brooke, Ohio,
Marshall, Tyler and Wetzel counties in West Virginia
and Belmont and Jefferson counties in Ohio are
eligible to participate in the West Liberty Science
Fair. Dr. Melinda Kreisberg, Ph.D., of West Liberty
University said, “Science fairs are an excellent
way to not only explore a question creatively, but to also develop critical thinking,
presentation, and design skills that are essential to success in every field of study.”
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FUNDS OF THE FOUNDATION
total assets by type
As of June 30, 2012, the Community Foundation for the Ohio Valley, Inc. held 154 funds which are
listed under their respective categories. New funds are marked with a star (*). The value of the
foundation assets as of June 30, 2012, is approximately $26 million.
DISCRETIONARY FUNDS
designated $4,371,677
Provide income for discretionary grants to nonprofit educational
and charitable organizations throughout the Ohio Valley.
Helen P. & Leonard Rowley Memorial Fund
Administrative & General Funds
$936,102
Administrative Reserve Fund
$112,990
Arts in Education Fund*
$50,000
Hubbard Memorial Aid Fund
Fredrick G. Weimer Fund
$31,818
Benefits the Ohio River Valley Council of the Boy Scouts of America
J&J Boutaugh Fund
$6,361
Healthy Kids Fund $16,086
Provide support for specified
throughout the Ohio Valley.
Benefits eight organizations throughout Wheeling and the United States that
held significance for the Rowley’s during their lifetime
nonprofit
organizations
Amaya-Johnson Fund
$30,353
Benefits the church library of First Baptist Church of Wheeling, WV
Benjamin Ybanez Fund
$5,634
Benefits the Wheeling Dialysis Center
Brigid O’Brien Fund
$33,391
Benefits the Access to the Parks program at Oglebay
Capitol Theatre Preservation Fund
Preservation, restoration and use of the Capitol Theatre
endowments $2,858,849
Benefits the Mt. Zion Cemetery
$54,384
Benefits St. John the Divine Greek Orthodox Church
John O. Rankin Memorial Fund
Kalb Family Trust Fund
$26,421
Benefits the First Methodist Church of Monongah
Lee Ann Foundation Fund
$64,749
Benefits cancer patients through Wheeling Health Right with co-pays, wigs,
$22,994
$67,373
$357,288
Benefits St. Michael Catholic Parish, YMCA and Wheeling Central Catholic
High School
Margaret Dankworth Memorial Fund*
Elikan Fund
Mary’s Provisions for the Poor Fund
Benefits Barnesville Hospital in Barnesville, Ohio
Grand Vue Park Fund
Benefits Grand Vue Park in Marshall County, WV
H. Lawrence Jones Fund
$63,495
Benefits the City of Bellaire
$73,839
$12,349
Ohio Valley Junior Golf Academy Fund
$154
Gabriel Project of West Virginia Fund
Michael & Betty Karras Memorial Fund
Mountain Heart Fund
Pangilinan-Torres Fund
$12,621
$142,634
Benefits charitable purposes of the Catholic Diocese of Wheeling-Charleston
Peterson Community Foundation Fund
$39,984
Benefits the charitable activities of Peterson Hospital
Robert W. Schramm West Liberty State
College Science Fair Fund
$5,220
St. Clairsville Library Fund
St. John the Divine Greek Orthodox Church
Living Memorial Endowment Fund
$53,394
Benefits the St. Clairsville Library
Benefits the annual West Liberty Regional Science Fair
$333,426
United Way Endowment Fund
Benefits the United Way of the Upper Ohio Valley
$1,557,918
W. Frederick Bartholomew Fund
$1,140,896
United Way - Kyle Fund
$175,286
Benefits the United Way of the Upper Ohio Valley
$35,218
WATCH Fund
Wheeling Middle School Boosters Fund
$225,701
$95,682
Benefits the Russell Nesbitt Services/Wheeling Area Training Center for the Handicapped
Benefits the school’s academic, athletic and cultural programs
$12,056
Camp tuition for Camp Mountain Heart, for Ohio County children
REPORT TO THE COMMUNITY 2012
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$10,131
Benefits the Children’s Museum of the Ohio Valley
Benefits Trinity Evangelical Lutheran Church in Bridgeport, Ohio
Benefits St. John the Divine Greek Orthodox Church
Benefits the YMCA, United Way and Ohio County Schools Foundation
Children’s Museum of the Ohio Valley Fund
Benefits Oglebay Foundation
Benefits St. John the Divine Greek Orthodox Church
Benefits the poor of St. Michael Catholic Parish and the community
$24,637
$12,525
Provide a stable income stream in perpetuity for designated
nonprofits while ensuring sophisticated fund management and
comprehensive fund and gift administrative services; increase
visibility of nonprofit via Community Foundation family
Benefits the Gabriel Project of West Virginia
Lesley W. Galinski Endowment for Music
and Fine Arts Fund
Lisa Cockayne Marshall County
Animal Rescue League Fund
$59,764
$7,198
Benefits the New Martinsville Riverfront project
Benefits junior golfers in the Ohio Valley
Benefits the Marshall County Animal Rescue League
Earl & Bernice Grewe-Gompers Fund
New Martinsville Riverfront Development Fund
Oglebay Park Fund
Coudon Hall Fund $113,296
headmaster
ENDOWMENT FUNDS
$30,117
Provides speakers for the West Virginia Chapter of the American College of Surgeons
Benefits the music and fine arts department of Wheeling Country Day School
Maintain, renovate and improve Coudon Hall, residence of the Linsly School
scholarship $3,840,860
Irene Meagel Fund $669,088
travel expenses and other various expenses
$125,903
DONOR ADVISEd $13,681,974
$3,705
John & Alia Karras Family Fund
DESIGNATED FUNDS
unrestricted $1,034,696
administrative $70,500
$538,718
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Wheeling Health Right/Weidel Memorial Fund
$753,055
Benefits the Wheeling Health Right, Inc.
Goodman Family Fund
Hess Family Fund
Women’s Giving Circle Endowment*
$38,125
Benefits women and girls in the Upper Ohio Valley
YMCA Fund
$96,997
Benefits the JB Chambers YMCA
Youth Services System Futures Fund
$25,656
Benefits Youth Services System
DONOR ADVISED FUNDS
Donors or their designees recommend distributions from donor
advised funds; distributions are made in the name of the fund
unless anonymity is requested
Anonymous Fund
$186,848
Board Family Fund
$8,016
Bridgeport Educational Assistance Fund
$5,966
Charles Lando Memorial Fund*
$2,600
Charles R. & Fred R. Wilcox Family Memorial Fund
$58,456
Christopher Fanning Mem. Comm. Education Fund
$3,404
Cochrane, Moneske, O’Brien Fund
Downtown Business Association Fund
Elizabeth Hess-Gebhard II Fund
Fighting Nun Fund
Flying Nun Fund
Former Martins Ferry Kiwanis Fund
Fred R. Wilcox Memorial Fund
Gompers Family Fund
$26,395
$146
$351,723
$4,357
$3,381
$44,033
$19,810
$56,944
$26,490
$949,157
SCHOLARSHIP FUNDS
Janie Altmeyer Think Pink Fund
$43,522
JB Chambers Memorial Foundation Fund
$88,545
Donors offer the gift of education to a selected school or in a
field of study by creating scholarship funds and the Community
Foundation assists the scholarship committees to ensure that
the donor’s wishes are honored in perpetuity.
Jimenez Charitable Fund
$21,069
AAUW Beulah Boyd Scholarship Fund
$833,902
Joan & Lee Kelvington Fund
$10,129
Andrew Goldstrom Scholarship Fund
$13,359
John N. Kramer Charitable Fund
$2,434
Angel Fund
$26,732
Louis & Emma Salvatori Fund
$10,446
Beulah Meyer Scholarship Fund
$40,278
Mary Ann Hess Fund
$235,258
Matt Velez Save-A-Life Fund
$3,642
Miller Family Fund
$1,570,804
Bradley A. Miller Jr. Memorial Scholarship Fund
$9,452
Canfield, Hugh, Kinney Scholarship Fund
$3,980
Carl Rollyn & Grace B. Sullivan Scholarship Fund
$23,086
$96,927
Central Catholic High School Scholarship Fund
$18,242
Nutting Family Fund
$369,643
Charles & Mary Gantzer Scholarship Fund
$9,632
Ohio County Medical Society Charitable Fund*
$96
Cochrane-Moneske-O’Brien Scholarship Fund
Ohio County Medical Society Scholars Fund*
$500
Madalyn McCreary Scholarship Fund
$15,230
Mike G. Dotson Memorial Scholarship Fund
$6,546
Messino Wehrheim Scholarship Fund
$6,569
$5,101
MTJ Scholarship Fund
$18,063
Courtney & Danielle Block UPS Scholarship Fund
$34,938
N. Elizabeth Elbin Memorial Scholarship Fund
$433,802
$10,196
Deever Family Fund*
$24,896
Orrick, Herrington & Sutcliffe GOC Scholarship Fund
Ohio Valley Foundation Fund
$7,872
Dick Grob Memorial Scholarship Fund
$3,825
Pat Johnson Memorial Scholarship Fund
Ohio Valley Music Magic Fund
$11,930
Donivan Adams Scholarship Fund*
$9,392
Patrick A. Clutter Scholarship & Memorial Fund
$33,478
Ohio Valley Wrestling Coaches Fund
$3,007
Former Martins Ferry Rotary Scholarship Fund
$9,291
Paul H. & Ruth E. Eddy Memorial Scholarship Fund
$15,736
Park Dances Revisited for Veterans Fund*
$4,821
Frances & Stephen Pritchard Scholarship Fund
$15,664
Polish American Political Club Scholarship Fund
$101,093
RDH12 Fund for Sight*
$8,388
Fraternal Order of Police Association Scholarship Fund
Robinson Family Fund
$21,930
Gene DeProsperis Scholarship Fund
$12,490
Romeo & Elsie Reyes Family Fund
$6,822
George Kovalick Scholarship Fund
$18,926
Sean Elerick Memorial Fund*
$21,381
Glenda K. Follet Memorial Scholarship Fund
$42,019
Shadyside High School Sports Foundation Fund
$14,245
Helen Biery Memorial Scholarship Fund
$33,007
Stealey Community Fund
$7,698,084
Howard Corcoran Memorial Scholarship Fund*
$15,664
$9,619
IAFF Local 12 Scholarship Fund
$40,815
$53,062
Nolte Family Fund
On-Trac Fund*
Tri-State Filipino American Association Fund
$136,191
$9,549
Rachael Worby Scholarship Fund
$20,898
Richard R. Heagin Memorial Scholarship Fund
$25,659
Ronald P. Terek Scholarship Fund
$17,672
Ruth B. & William L. Gilligan Scholarship Fund
$9,065
Sylvia Archer Scholarship Fund
$12,769
TCHS Athletic Boosters Association Scholarship Fund
$29,055
Upper Ohio Valley Italian Foundation Scholarship Fund
$217,544
W. Thornley Hunt Memorial Scholarship Fund
$24,916
Wes Wagner Art Scholarship Fund
$11,169
Two Bridges Fund
$88,807
Jack & Mary Burgbacher-Carpenter Scholarship Fund
Upper Ohio Valley Dialysis Memorial Fund*
$22,740
John & Becky Wright 1st Generation Scholarship Fund
$14,621
Victorian Wheeling Foundation Fund
$16,169
John Marshall High School Scholarship Fund
$23,078
FIELD OF INTEREST FUNDS
Wheeling Automobile Club Fund
$840,932
John Racer Athletic Scholarship Fund
$19,680
Wheeling Lions Club Fund
$64,381
Joseph P. Mull Jr. & Virginia P. Mull Scholarship Fund
$36,157
Donors can support causes they care about in perpetuity by
establishing field of interest funds. The foundation indentifies
grantees that best satisfy the donor’s intent.
Wheeling Park High School Music Alumni Fund
$1,801
Joy Cox Nursing Memorial Scholarship Fund
$25,505
$484,826
Kathleen Simmons Batalion Scholarship Fund
$55,202
Women’s Giving Circle
$24,017
Kenneth R. Dennis Scholarship Fund
$985,940
WV - Key Club District Foundation Fund
$20,161
Leon Berze Memorial Scholarship Fund
$11,213
WV - Kiwanis District Foundation Fund
$93,444
Leora & Mildred LaRue Scholarship Fund
$158,047
WV - Kiwanis J. Moler Award Fund
$5,660
Lisa Cockayne JMHS Scholarship Fund
$58,159
Wheeling-Nisshin Fund
MGC Fund$30,540
Benefits programs that address the physical, educational, cultural and/or
recreational needs of preteen children
Williams Fund$48,611
Benefits programs that meet the basic needs of children to assist in their
growth and education
REPORT TO THE COMMUNITY 2012
18
$10,501
19
fund gifts
In Memory of Robert “Shot” Longwell
Terry & Shirley Kiggans
Bill & Karen Stewart
John & Tulane Mensore
Jack & Barbara Watkins
Joseph & Helen Parish
Witschey's
Vivian Price
Robert & Nell Yeager
Larry Roberts
whether you are remembering a loved one who passed away or are honoring a family member,
coworker or friend, memorial gifts to the Community foundation are a thoughtful and generous
act. These memorial and honorary gifts were made between July 1, 2011 and june 30, 2012.
IN MEMORY OF...
In Memory of Captain Ivan P. Myles Sr.
William Dumas Jr.
In Memory of Karol Schambach
Niekro Classic
In Memory of Lee Ann Schambach
Belmont County Student
Services
In Memory of Daphne Berry
Irene Gazdak
Laura Nichol
In Memory of R. Arch Fink
Frank & Amy Cibik
Forest Hills Care Center
Charles & Sara George
North Point Consulting
Sally Hodgkiss
Mary Crawford
David Giffin
Mr. and Mrs. Tom Olszowy
In Memory of William Gilligan
Dean Gillogly
James Petrozzi
Terry & Jan Ehni
William Goddard
Denise Penz
Connie Frye
John Goodman II
Edward Perzanowski
Brenda Graham
Robert & Christine Phillips
In Memory of Sallie Coudon
Anne Haning
Property Maintenance Services
Wileta Bell
Eleanor Hannigan
Premier Bank & Trust
Roy Heidelbach
Timothy & Mary Reid
John Bailey
Martha Bell
Richard Bell
Jane Boggs
Stephen & Mary Boone
Stephanie Butcher
John & Patricia Eckels
Jayne Freeman
Bruce Heil
Wilbur & Joanne Roat
Michael Hertler
Dr. Paul Schwartz
Mary Hines
Cliff Sligar
Quy Hoang
Lula Sligar
In Memory of Leon Berze
Charlotte Berze
George & Marjorie Nemeth
Lee Ann Vargo
L.W. Franzheim Jr.
In Memory of Kelly Dolan
Richard Dolan
In Memory of Firefighter
John William Dumas
William Dumas Jr.
Robert & Cathy Holubeck Douglas & Kathy Soukup
In Memory of Sean Elerick
Greg Kazmirski
Louis & Christine Altman James Combs
Ernest Banks
Elsie Cook
Derek Baker
James Crosier
Roger Baker
Gary Cunningham
Jerry & Debra Beavers
Susan Da Re
Belmont Co. Juvenile Drug Court Albert & Lenora Davies
Timothy & Debra Bentivegna
Linda Davison MA
Michael Steiner
Susann Deihl
Jeanne Javins
J.C. Mensore Distributor Inc.
Vickie Joseph
Shannon Kelly
Jeannette Kinkaid
Dorothy Lockett
Lorraine Owens
Phillips Pharmacy
Dr. Thomas & Donna Gilligan James Phillips
Jim & Cindy Gilligan
Sistersville Lions Club
Teresa Harris
Marianne Voltin
Kenneth & Shirleen Heinlein Robert & Martha Wable
Lily Hill
Michael & Janet Wells
Gary & Debbie Hisam
Marilyn Wenrick
David & Mary Hayes
Linda Hill
Lee Ann Foundation
Golf Scramble
Terri Locke
Sarah Longwell
Loretta Loy
Sadonna Kimble
Lewis Kocher
Connie Koon
Mary Kovalcik
Monarch Football Moms
Richard & Susan Mullen
New Martinsville School
Lillian Pierce
Riverside Animal Clinic
David & Alcinda Santonas
Brian Schambach
Karla Schambach
William Shockley
Dillon Smittle
Terry Steele
Richard & Pamela Stewart
April Stolfer
Ashley Talik
George & Beatty Jean Wilson
In Memory of Betty Jo Sullivan
Peter Sullivan
Megan Kennedy
Leslie Stiles
Marlyn Klee
Roy Swallie
Sarah Longwell
John Koren
Phillip Synowiec
In Memory of Madelyn Keys
Jeff Koshenko
Erma Tater
William & Sally Bryson
Ohio Auto Club
Robert Lachendro
Kevin Tater
Ohio County Rotary Club
Gary & Linda Lemasters
Janice Taylor
Central Catholic High
School Student Council
Performance Direct Inc.
In Memory of Pearl Williamson
Ken & Patricia Templeton
Eastern States
Packaging, Inc.
Marie Louise Pinto
Thomas & Donna Gilligan
Paul Bjorn
J. Edward Diamond
Michael Leo
William Bloom
Elizabeth Dikant
James Lepic
Brian Thomas
Floretta Frame
Earl Brown
James Drake
Sheila Turner
Chris Freeman
Stanley Burlenski
Elmer & Agens Elekes
Virgil & Charleen
Markovich
John Vota
Mark Lotz
Carolyn Call
Paul & Leona Elerick
Kevin Walters
John Nally
David Carter
Veral Elerick
Bruce Cassidy Sr.
Joanna Farkas
Dwayne Mayle
James Cichon
Donald Frederick
Pam McKim
Ryan Clark
Alicia Freeman
John McLean
Jesse Coffield
Daniel Frizzi Jr.
Paul Mederski
David Marsh
Stanley Masloski
Robert Wolf
Belco Works
Phyllis Burkhardt
Roberta Ciszewski
John Zido
Kathleen Krupa
Peter Zink
Dianna Modra
In Memory of Bob Wildpret
H. Larry Jones Ed.D.
In Memory of Jerry Williams
The William Homan Founders Fund will be used to support the activities of the Community
Foundation, allowing staff to spend more time administering the activities of the funds of the
CFOV. It will also allow more time for raising awareness of the CFOV and for meeting with
potential donors.
Jeanette Williams
Maria Shipley
Thomas & Mary Tighe
Connie White
William Widmer
In Memory of Harry Lewis
Randy Zelenitz
Homan Gift Reminder of Founders
In the early 1970s, an enterprising group of individuals worked together to create the Community
Foundation for the Ohio Valley. Mr. William Homan was one of those men. A trust officer at
the former Wheeling Dollar Bank, Mr. Homan was a founding board member of the Community
Foundation for the Ohio Valley. Mr. Homan passed away in 2011. A gift from his estate to the
CFOV will be used to create a “Founders Fund.”
Jeanette Tingler
In Memory of Kendall Hill
Carol Watkins
william homan
Bryan & Carolyn Whisler
Lynette Sickles
in honor of...
In Honor of Cathy Armstrong
In Honor of Sue Seibert Farnsworth
In Honor of Robert & Jeanne Schramm
Frederick & Joan Stamp
Bonnie Thurston
Emily Fisher
In Honor of Christopher Cox
In Honor of Beverly Ochsenbein
In Honor of Joan Stamp
Randy & Darlene Hinkle
Roland Ochsenbein
Sue Seibert Farnsworth
Emily Fisher
Lea Ridenhour
Every attempt has been made to publish the most accurate list possible to adequately acknowledge our donors, their gifts, and the grants
and distributions of the Foundation. If your name was inadvertently omitted, please accept our sincere apologies. We are always striving to
improve our data collection and reporting processes.
REPORT TO THE COMMUNITY 2012
20
21
fund gifts
Bishop Donahue High School
Peter Sullivan
Jeanette Tingler
Anonymous Fund
Anonymous
Arts in Education Fund
Claude Worthington Benedum Foundation
Benjamin C. Ybanez Memorial Fund
Phyllis Burkhardt
Roberta Ciszewski
Kathleen Krupa
Dianna Modra
Lynette Sickles
Wheeling Renal Care LLC
Bradley A. Miller Jr.
Scholarship Fund
Gina L. Irwin
Bridgeport Educational
Assistance Fund
Terry & Jan Ehni
Chapter Square
Joan E. Redman
Alfred Scheid
Raymond C. Stewart
Capitol Theatre Preservation
Trust Fund
Chris Hess Foundation
Central Catholic High School
Scholarship Fund
William G. Fisher
Charles Lando Memorial Fund
Thomas Padden
Christopher Fanning Memorial
Community Education Fund
Anonymous
Nancy DeLong
First Choice America
Ladies Auxiliary FOE 499
Warwood School RSVP
Goodman Family Fund
Bishop Donahue High School
Grand Vue Park Foundation
United Way of the Upper Ohio Valley
Susan Durig
Deever Family Fund
Richard & Marion Deever
Dora Pleasant
Jerome Schmitt
Cochrane Moneske O'Brien
Charitable Fund
Robert O'Brien
DigiCo Imaging Inc.
Coudon Hall Fund
Hydie Friend
Wileta Bell
WesBanco Arena
L.W. Franzheim Jr.
Kim McCluskey
Lee Ann Vargo
Dr. Ahmad & Marylon Rahbar
J. Harvey Goodman
Brian Schambach
H. Lawrence Jones Fund
H. Lawrence Jones Ed.D
Mary's Provisions for the Poor Fund
Nancy Buskirk
Lucinda Nicholson
Robert & Rosemary Miller
Centenary House
Joanne Rogos
Tammy DeWitt
Jennifer Yates
John Racer Memorial Scholarship Fund
Fahey Insurance Agency, Inc.
Pop's Painting Inc.
Felton & Felton, CPA
Henry & Jan Racer
Hope Fellowship
Riverbridge Wealth LLC
Barbara Howlett
Carl Royer
Gregory Morris
Stan & Ellen Stewart
MJ1 Inc.
Richard Thoms
MJ2 Inc.
Jenetta Thoms
Joy Cox Nursing Memorial Scholarship Fund
Warwood Marina
Anonymous
Richard Beyer
Direct Online Marketing
Downtown Wheeling On-Trac Fund
City of Wheeling
Fraternal Order of Police
Scholarship Fund
F.O.P.A. #38
Dr. Rajai & Nahla Khoury
Dr. Robert Vawter
Matt Velez Save A Life Fund
Dr. Derrick & Michelle Latos Esther Weeks
William & Sally Bryson
Ohio Auto Club
Dr. Dennis & Donna Niess Dr. Daniel & Cheryl Wilson
Central Catholic HS
Student Council
Ohio County Rotary Club
Drs. Cesar & Evangeline Pizarro
Eastern States Packaging, Inc.
Floretta Frame
Chris Freeman
Mark Lotz
John Nally
Performance Direct Inc.
Marie Louise Pinto
Maria Shipley
OCMSA Medical Scholars Fund
Ohio County Medical Society Alliance
Thomas & Mary Tighe
Oglebay Park Fund
Connie White
Belden & Blake Corporation
William Widmer
Ohio Valley Junior Golf Academy Fund
Messino Wehrheim Scholarship Fund
Argo Sales Company Inc.
Marilyn Wehrheim
Schenk Charitable Trust
Minot Daily News Flood Relief Fund
Operating Fund
Sarah Longwell
Loretta Loy
Richard & Pamela Stewart
Terry & Shirley Kiggans
April Stolfer
Four Friends Music
Ministry
Sadonna Kimble
Ashley Talik
Carol Watkins
Ralph Freshwater
Lewis Kocher
Connie Koon
Jack & Barbara Watkins
Mary Kovalcik
Bryan & Carolyn Whisler
Mike G. Dotson Scholarship Fund
John & Tulane Mensore
George & Beatty Jean Wilson
Robert W. Schramm West Liberty State
College Science Fair Fund
Mary Ann Dotson
Emily Fisher
Mary Crawford
Susann Deihl
Terry & Jan Ehni
Connie Frye
David & Mary Hayes
Thomas J. Carpenter
Lee Ann Foundation
Golf Scramble
Janie Altmeyer Think Pink Fund
Dr. James & Lynn Comerci
Jefferson County RDH12 Fund
for Sight
Thomas Brown DDS Joseph & Carolyn
Glaub
Crow Rental
Properties
Kuester Implement
Linda Hill
Joseph & Helen Parish
Lillian Pierce
Vivian Price
Riverside Animal Clinic
Larry Roberts
David & Alcinda Santonas
Brian Schambach
Karla Schambach
William Shockley
Dillon Smittle
Cryogenic
Construction Inc.
Co. Inc.
Monarch Football Moms
Witschey's
James McBane
Robert & Nell Yeager
DeNoon Lumber
Richard & Susan Mullen
Carol Oklok
New Martinsville School
Franciscan Univ.
of Steubenville
SPM Fleet Service Inc.
Niekro Classic
Annette Krell
Lovelace, Inc.
Jenny Lynch
Stephen Mays
Robert Nutting
Dian Perry
Gerard Perusse
Anna Rodgers
Teresa Roloff
Diana Seerey
Timothy Sherck
Warren Snaider
Southwest Grain
David Steeno
Gerard Stratelak
Deborah Terwilliger
Shelley Uran
Mark Vieth
Earl Weydahl Jr.
Duane Wittman
Suzanne Young
Weldon Trucking Inc.
Bill & Karen Stewart
Frank & Amy Cibik
Jack & Mary Burgbacher
Carpenter Scholarship Fund
Bergholz
Community
Foundation
Dr. Jeremy & Melissa Tiu
Terri Locke
Karen Scarfone
Meagel Charitable Trust
downtown Business
Association Fund
Dr. David & Charl Kappel
Terry Steele
William Dumas Jr. PPG Industries
Foundation
Ivan Myles
Irene Meagel Fund
Estate of Donivon E. Adams
Dr. Robert & Cheryl Joseph Dr. Christohper & Dana Tiu
Diann Benham-Danhoff
Nichole Bennett-Spitzer
Ken Butts
Jeanine Chatt
Clear Creek WELCA
Janet Conn
Merri Cox
Steven Crecy
James Droege
Beth Duchsherer
Cory DuPriest
Kristy Haugeberg
Donovon Henderson
Stephen Herron
Jeffrey Hill
Donn Hoffelt
Antoinette Horrace
Matt Huwe
Bryan Ingram
Carol Johnson
Margaret Johnson
Journal Gazette Fndn. Inc.
Project Best
Donivon E. Adams Memorial
Scholarship Fund
Randy & Darlene Hinkle
Kalb Family (1995)
Belmont County Student
Services
James Myer
Dr. Richard & Donna Glass Dr. Janice C. Sobray
Jeffrey & Debra Miller
IAFF Local #12 Scholarship Fund
Cynthia Morrison
Dr. James & Lynn Comerci Dr. Romeo & Elsie Reyes
Estate of Margaret Dankworth
Cheri Burch
Lee Ann Foundation
David DiClemente
Margaret Dankworth Memorial Fund
John Marshall HS Faculty
Wheeling Newspapers Inc.
Tina Costain
Dr. Edward & Serena Chiu Dr. Gurijala & Hemalatha Reddy
Gail Artimez
Mary Carney
Wheeling Herb Society
Susie Nelson
Dr. Xingyi & Gail Que
Dr. Mary Ann Cater
Distribution Fund
James & Connie Weaver
Jeffrey & Jo Ann Graber
Dr. John Battaglino Jr.
Estate of Dr. William Kalb
Anonymous
Richard Ferguson
George & Marjorie Nemeth
Howard Corcoran Memorial
Scholarship Fund
Community Impact Fund
Joseph Cadigan
Ohio County Medical Society Alliance
Charitable Fund
John Marshall High School Scholarship Fund
Courtney & Danielle Block
Memorial Scholarship Fund
sponsored by UPS
UPS Employees
Steel Valley Tank & Welding
Charlotte Berze
Lee & Joan Kelvington
gifts to the community foundation
Carl Rollynn "Pop" & Grace B.
Sullivan Scholarship Fund
Leon Berze Memorial Scholarship Fund
Joan & Lee Kelvington Foundation Fund
The Community Foundation for the Ohio Valley is grateful to the many generous donors in the
Upper Ohio Valley who made contributions JuLY 1, 2011 through June 30, 2012. Whether given
to a specific fund or for unrestricted use, the contributions are representative of the very
generous nature of individuals and businesses in our community.
Angel Fund
Starkdale Presbyterian Women Roberta Teramana
Chesapeake Operating, Inc. Richard Ferguson
Orrick, Herrington & Sutcliffe GOC
Scholarship Fund
Orrick, Herrington & Sutcliffe Foundation
Park Dances Revisted Fund for Veterans
Park Dances Revisited
Sally Hodgkiss
Patrick A. Clutter Scholarship & Memorial Fund
Pat Clutter Scholarship & Memorial Golf Scramble
Rachael Worby Scholarship Fund
Dr. Gail Looney
Richard R. Heagin Memorial Scholarship Fund
Home Pizza, Inc.
Romeo & Elsie Reyes Family Fund
Catholic Charities of WV
Dr. Romeo & Elsie Reyes
Robinson Family Fund
Bob Robinson
Music Magic Fund
Helen Prince
Every attempt has been made to publish the most accurate list possible to adequately acknowledge our donors, their gifts, and the grants
and distributions of the Foundation. If your name was inadvertently omitted, please accept our sincere apologies. We are always striving to
improve our data collection and reporting processes.
REPORT TO THE COMMUNITY 2012
22
23
Ruth B. & William L. Gilligan Scholarship Fund
North Point Consulting
Roy Swallie
Williams Fund
John Bailey
Martha Bell
Jeanne Javins
Mr. and Mrs. Tom Olszowy
Phillip Synowiec
Estate of John Williams
J.C. Mensore Distributor Inc.
James Petrozzi
Erma Tater
Richard Bell
Jane Boggs
Vickie Joseph
Denise Penz
Kevin Tater
Shannon Kelly
Edward Perzanowski
Janice Taylor
Stephen & Mary Boone
Jeannette Kinkaid
Robert & Christine Phillips
Ken & Patricia Templeton
Stephanie Butcher
Dorothy Lockett
Property Maintenance Services
Brian Thomas
John & Patricia Eckels
Lorraine Owens
Premier Bank & Trust
Sheila Turner
Jayne Freeman
Phillips Pharmacy
Timothy & Mary Reid
John Vota
Dr. Thomas & Donna Gilligan James Phillips
Wilbur & Joanne Roat
Kevin Walters
Jim & Cindy Gilligan
Sistersville Lions Club
Dr. Paul Schwartz
Robert Wolf
Teresa Harris
Marianne Voltin
Cliff Sligar
Belco Works
Kenneth & Shirleen Heinlein Robert & Martha Wable
Lula Sligar
Randy Zelenitz
Lily Hill
Michael & Janet Wells
Douglas & Kathy Soukup
John Zido
Gary & Debbie Hisam
Marilyn Wenrick
Michael Steiner
Peter Zink
Leslie Stiles
Women's Giving Circle
Helen Altmeyer
Charl Kappel
Karen Baker
Dea Kennen
Jessica Bedway
Joan Kepner
Stephanie Bloch
Patricia Kota
Lynn Buch
Patricia Kramer
Roanne Burech
Roslyn Lando
Saun Capehart
Dr. Gail Looney
Dr. Maryann Cater
Terry Magro
Laura Carter
Theresa Marra
Beth Jacowitz Chottiner
Jane McCamic
Lynn Comerci
Tulane Mensore
Rita Companion
Vaughn Miller
Elizabeth Cosmides
Kristine Molnar
Louis & Christine Altman
Daniel Frizzi Jr.
Shadyside High School Sports Foundation
Dixie Ellwood
Donna Niess
Ernest Banks
Irene Gazdak
PPG Industries Foundation
Margaret Ewing
June Paull
Derek Baker
Charles & Sara George
Lynne Exley
Denise Penz
Roger Baker
David Giffin
Sue Seibert Farnsworth
Patricia Pockl
Jerry & Debra Beavers
Dean Gillogly
Emily Fisher
Jeanie Prince
Hydie Friend
Jeannie Reed
Linda Gardill
Elsie Reyes
Donna Glass
Lea Ridenhour
Mary Louise Goodman
Barbara Ruben
Stephanie Grove
Jeanne Schmitt
Nancy Gwynn
Jenny Seibert
Anne Harman
Kathy Shapell
Deborah Hassig
Dot Shymansky
Cheryl Hearne
Joan Stamp
Elizabeth Hofreuter-Landini
Kathleen Szafran
Joan Joanou
Bonnie Thurston
Cheryl Jones
Shirley Weaver
Debbie Joseph
Rebecca Wilmoth
Debbie Kaiser
Mary Beth Yaeger
Gloria Kalb
Marlene Yahn
Sean P. Elerick Memorial Fund
Belmont Co. Juvenile Drug Court William Goddard
St. Clairsville Library Charitable Fund
Virginia Alderman
Craig & Charlotte Karges
Anonymous
Karras Painting LLC
Cafaro Foundation
John Marshall
George & Loraine Carroll
David & Anne McKeen
Margaret Carroll
Michael & Patricia McTeague
Joseph DePalma DDS
Edward & Mary Mowrer
Richard Dolan
Jason Newton
John Estadt
Roland Ochsenbein
John & Marian Feisley
Barbara Samples
Feisley Tree Farms
Kasiraja Sathappan
FOE Charity Fund
J. Kaye Schneider
Michael & Debra Gordon
John & Charlotte Slavik
Darwin & Barbara Gump
Larry & Charlotte Thomas
Dr. John Heiby
John & Mary Jane Vota
Hocking Eye Care LLC
Jeanette Williams
Timothy & Debra Bentivegna
John Goodman II
Paul Bjorn
Brenda Graham
William Bloom
Anne Haning
Earl Brown
Eleanor Hannigan
Stanley Burlenski
Roy Heidelbach
Carolyn Call
Bruce Heil
David Carter
Michael Hertler
Bruce Cassidy Sr.
Mary Hines
James Cichon
Quy Hoang
Ryan Clark
Robert & Cathy Holubeck
Jesse Coffield
Greg Kazmirski
James Combs
Megan Kennedy
Elsie Cook
Marlyn Klee
James Crosier
John Koren
Gary Cunningham
Jeff Koshenko
Susan Da Re
Robert Lachendro
St. John the Divine Greek Orthodox Church
Living Memorial Endowment
Albert & Lenora Davies
Gary & Linda Lemasters
William & Tina Kamis
John & Alia Karras
Linda Davison MA
Michael Leo
Dr. Gus & Linda Mouhlas
Leo Pappas
J. Edward Diamond
James Lepic
Nick Karras
Basil Papadimitriou
Elizabeth Dikant
Virgil & Charleen Markovich
James Drake
David Marsh
Elmer & Agens Elekes
Stanley Masloski
Paul & Leona Elerick
Dwayne Mayle
Veral Elerick
Pam McKim
Upper Ohio Valley Dialysis Memorial Fund
Joanna Farkas
John McLean
Wheeling Renal Care LLC
Donald Frederick
Paul Mederski
Alicia Freeman
Laura Nichol
James Hughes
Youth Services System Futures Fund
Youth Services System, Inc.
United Way Endowment Fund
Bettie E. Nolte
United Way of the Upper Ohio Valley
Victorian Wheeling Foundation, Inc.
Frio Auction Service
Every attempt has been made to publish the most accurate list possible to adequately acknowledge our donors, their gifts, and the grants
and distributions of the Foundation. If your name was inadvertently omitted, please accept our sincere apologies. We are always striving to
improve our data collection and reporting processes.
REPORT TO THE COMMUNITY 2012
24
25
scholarships
Alonna Ackerman
Lee Ackerman
Cole Antolak
David Black
Olivia Blazer
Michael Forester
Cassandra Fultz
Travis Clark
Evan Cline
Odessa Copney
Allison Hone
Vanessa DeBlasis
Rebecca Goydel
Ashley Hans
Megan Hendershot
Dana Holmstrand
Daniel Eaton
Chelsea Ewing
Community
Foundation
Jennifer Ferguson
for the Ohio
Aaron Fonner
Abigail Gompers
Terryn Huffman
Ryan Hughes
Valley, Inc.
110 students in elementary school, high school, and college benefited from a
2011-2012
of the scholarship awards exceeded $157,000 and they were awarded to outstanding
Community Foundation for the Ohio Valley scholarship award this year. The total value
students from throughout the Northern Panhandle and Southeastern Ohio.
Academic
Scholarship
Awards
Travis Jenkins
Samantha Jones
Josh Marosi
Laura Marsh
Chelsea Jorden
Jalena Marshall
Daniel Knight
Stephen Knight
Eric Knuth
Renae Kuhn
Megan Lamp
Kaylee LaPosta
Jillian Laslo
Henry LoH
Michael Mastromichalis Alaina McCoy
Kaitlyn Midcap
Kristine Minor
Matthew Nguyan
Brandon Polanski
Tiffany Richards
Adriane Rine
McKenzie Rose
REPORT TO THE COMMUNITY 2012
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27
scholarships
Joy Cox Nursing Memorial Scholarship
Rachael Worby Scholarship
Allison Hone – Wheeling Park High School
Harrison Loh – Wheeling Park High School
Kathleen Simmons-Batalion Memorial Scholarship
Richard Heagin Memorial Scholarship
Adriane Rine – Tyler Consolidated High School
Mary Anne Stephens – Belmont Technical College
Keri Suter – Tyler Consolidated High School
Kenneth R. Dennis Scholarship
Andrew Ruble
Megan SalatinO
Matthew Saseen
Erica Sengewalt
Ashley Smith
Sarah Smith
Elizabeth Springer
Keri Suter
Martins Ferry High School
Travis Jenkins
Sylvia Archer Scholarship
Sponsored by the Sistersville Lions Club
Chelsea Ewing
Jeffery Oberdick
Ashley Smith – Tyler Consolidated High School
Karissa Emery – Buckeye Local High School
Leora & Mildred LaRue Memorial Scholarship
Preston High School
Megan Theaker
Bethany Tinstman
Emily Torbett
Dalis Wilkerson
Amanda Witt
COMMUNITY FOUNDATION FOR THE OHIO VALLEY, INC.
2011-2012 ACADEMIC SCHOLARSHIP AWARDS
Rachel Wolen
Joseph ZollarS
Helen Biery Memorial Scholarship
Abigail Gompers
Lauren Tarovisky
Sarah Irvin
Jack & Mary Burgbacher-Carpenter Scholarship
AAUW Beulah Boyd Scholarship
Bradley A. Miller Jr. Memorial Scholarship
Deever Family Fund
Evan Cline – Tyler Consolidated High School
Travis Clark
Mallory Morris
Diana Anderson – John Marshall High School
Julie Jacob – St. Clairsville High School
John Marshall High School Scholarship
Vanessa DeBlasis
Matthew Nguyen
Brandon Polanski
Donivan Adams Scholarship
David Black – Nick B. Gaudino Scholarship
Alan Didion
Carl Rollynn “Pop” & Grace B. Sullivan Scholarship
Dana Holmstrand
Chad Rothermund
Nora Hiley – Ritchie County High School
Andrew Ruble – Tyler Consolidated High School
Chelsea Jorden
Matthew Saseen
Cochrane-Moneske-O’Brien Scholarship
Daniel Knight
Rebecca Torsell
Stephen Knight
Bryson Waller
John Marshall High School
Eric Knuth
Joseph Zollars
Bessie Anderson Honors Scholarship
Heather Carmichael
Aaron Fonner
Deidre Shepard
Alison Lemasters
Jaleesa Waldrum
Courtney & Danielle Block Memorial Scholarship
sponsored by UPS
Jessica Truax
Tabitha Ezell
Bishop Donahue High School
Beulah Meyer Scholarship
Megan Lamp – Weirton Madonna High School
Katherine Padden – Weir High School
Morgan Carroll
Megan Rush
Austin Cunningham
Andrew Rush
Katia Polinski
Kelsey Schau
Cheyanne Reinbeau
Sommer South
Olivia Blazer – Trust Fund Scholars
Tiffany Richards
Nicole Cheek – West Virginia Northern Community College
Lisa Cockayne Scholarship
Jennifer Ferguson – Oak Glen High School
Megan Garcia – John Marshall High School
Rebecca Goydel – Wheeling Park High School
Kaylee LaPosta – Weir High School
Messino Wehrheim Scholarship
Jillian Laslo – Shadyside High School
John Marshall High School
Joshua Marosi – Brooke High School
Dalis Wilkerson
Jalena Marshall – Wheeling Park High School
Mike G. Dotson Memorial Scholarship
Austin Carpenter – Tyler Consolidated High School
Cameron High School
Chelsea Ewing – Martins Ferry High School
Molly Hubbs – Nancy Buskirk Scholarship
Ashley Hans
Sarah Smith
Laura Marsh – Brad Paisley Scholarship
Ryan Hughes
Elizabeth Springer
Terryn Huffman – Wheeling Central Catholic High School
Gene DeProsperis Memorial Scholarship
Andrew Keane – Wheeling Central Catholic High School
Glenda K. Follett Memorial Scholarship
Kaitlyn Midcap – Valley High School
Samantha Jones
Cassandra Fultz
Ryan Gellner – Trust Fund Scholar
Fraternal Order of Police Association Scholarship
Evan Cline
Upper Ohio Valley Italian Festival
Foundation Scholarship
Former Martins Ferry Rotary Club Scholarship
Kristine Minor – Trust Fund Scholar
Tyler Consolidated High School
Renae Kuhn
Michael Forester – Dr. Gary Buskirk Student of the Year
Ashley Smith – Tyler Consolidated High School
Tyler Consolidated High School Athletic
Boosters Association Scholarship
Chelsea Bishop
N. Elizabeth Elbin Scholarship
Frances & Stephen Pritchard Memorial Scholarship
Alaina McCoy – Tyler Consolidated High School
Lee Ackerman
Leon Berze Memorial Scholarship
Lauren Tarovisky
Ruth B. & William L. Gilligan Mem. Scholarship
Michael Mastromichalis – Weir High School
Morgan Pelley – Bishop Donahue High School
Megan Salatino – Brooke High School
Megan Theaker – St. Clairsville High School
Bethany Tinstman – Buckeye Local High School
Orrick, Herrington & Sutcliffe GOC Scholarship
Casey Wiltshire – Buckeye Local High School
Lance Workman – John Marshall High School
W. Thornley Hunt Memorial Scholarship
John Racer Memorial Athletic Scholarship
Cole Antolak – St. Clairsville High School
St. Clairsville High School
Keri Suter – Tyler Consolidated High School
Casey Wiltshire – Buckeye Local High School
Daniel Eaton
Megan Theaker
Megan Hendershot
John & Becky Wright 1st Generation Scholarship
Pat Johnson Memorial Scholarship
McKenzie Rose – Tyler Consolidated High School
Megan Cain – Wheeling Central Catholic High School
Joseph P. Mull Jr. & Virginia P. Mull Scholarship
Patrick A. Clutter Scholarship
Meagan Theaker – St. Clairsville High School
Wheeling Park High School
Odessa Copney
Kodiac Garcia
Wes Wagner Art Scholarship
Carl D. Cosentino – Bethany College
Wheeling Professional Firefighters
IAFF Local 12 Scholarship
Emily Torbett – Wheeling Park High School
Polish American Patriot Club Scholarship
Amanda Witt – Wheeling Park High School
Cole Antolak – St. Clairsville High School
Brett Droginske – Wheeling Park High School
Erica Sengewalt – West Virginia University
Rachel Wolen – Wheeling Park High School
REPORT TO THE COMMUNITY 2012
28
29
grants & distributions
DONOR
RECIPIENTFUND
DONOR ADVISED
SCHOLARSHIP
DESIGNATED
American Heart AssociationChristopher Fanning Community Education Fund
$1,547
Artistic Metals by ForesterDowntown Wheeling On-Trac Fund
$2,000
ArtsLink, Inc.Stealey Community Fund
$1,300
Augusta Levy Learning CenterDiscretionary Grants
$2,670
Augusta Levy Learning CenterOCMSA Charitable Fund
$585
Baldwin-Wallace CollegeRachael Worby Scholarship
Barnesville Hospital FoundationElikan Fund
$775
Barrick SteesRachael Worby Scholarship
Beaver Area Heritage FoundationMiller Fund
$3,000
Beaver Area Memorial LibraryMiller Fund
$7,000
Beaver County Humane SocietyMiller Fund
$7,000
$154
Belmont Technical CollegeAAUW Beulah Boyd Scholarship
$1,750
Belmont Technical CollegeAAUW Beulah Boyd Scholarship
$1,750
Belmont University
John Marshall High School Scholarship
$2,000
Berklee College of MusicAAUW Beulah Boyd Scholarship
$1,750
Bethany CollegeN. Elizabeth Elbin Scholarship
$1,250
Bethany CollegeWes Wagner Art Scholarship
$200
Big Brothers Big SistersWheeling Automobile Club Fund
$1,000
Bishop Donahue High SchoolAngel Fund
$3,000
Bishop Donahue High SchoolCourtney & Danielle Block Memorial Scholarship
$4,000
Bridgeport School DistrictBridgeport Educational Assistance Fund
$35,221
Bridgestreet Middle SchoolHealthy Kids Fund
$1,000
Brooke County SchoolsWheeling-Nisshin Fund
$16,000
Brooke High SchoolWheeling-Nisshin Fund
$5,000
Burns & ChurchBenjamin Ybanez Memorial Fund
$500
Cameron Elementary SchoolArts In Education Fund
$3,810
Cameron Elementary SchoolHealthy Kids Fund
$1,000
Cameron High SchoolArts In Education Fund
$5,000
Cardiac Science CorporationMatt Velez Save a Life Fund
$1,295
Catholic Charities of West VirginiaRobinson Family Fund
$3,000
Catholic Charities of West VirginiaRomeo & Elsie Reyes Family Fund
$1,000
Catholic Neighborhood CenterElizabeth Hess-Gebhard Fund
$3,000
Catholic Neighborhood CenterFighting Nun Fund
$679
Catholic Neighborhood CenterFlying Nun Fund
$786
Catholic Neighborhood CenterHess Family Fund
$8,250
Catholic Neighborhood CenterMary Ann Hess Fund
$2,250
Catholic Neighborhood CenterRomeo & Elsie Reyes Family Fund
$500
Catholic Neighborhood CenterRomeo & Elsie Reyes Family Fund
$200
Cattrell Companies, Inc.Wheeling Skate Park Fund
$2,850
REPORT TO THE COMMUNITY 2012
30
$1,000
31
grants & distributions
DONOR
RECIPIENTFUND
DONOR ADVISED
SCHOLARSHIP
DESIGNATED
DONOR
RECIPIENTFUND
DONOR ADVISED
SCHOLARSHIP
DESIGNATED
CEC/Seabee Historical FoundationHelen & Leonard Rowley Fund
Glenville State CollegeN. Elizabeth Elbin Scholarship
$1,000
Center McMechen Elementary SchoolArts In Education Fund
$5,000
Grace ChurchAnonymous
Chestnut Grove Presbyterian ChurchMiller Fund
$5,000
Grand Vue ParkGrand Vue Park Foundation Fund
City of Wheeling
JB Chambers Memorial Foundation
$30,000
Hilltop Elementary SchoolHealthy Kids Fund
City of Wheeling
John Kramer Charitable Fund
$2,350
Hope United Methodist ChurchOCMSA Charitable Fund
$585
$2,500
House of the CarpenterDiscretionary Grants
$410
Community Lutheran Partners, Inc.Wheeling Automobile Club Fund
$1,250
$3,000
$350
$1,000
Corpus Christi ParishPangilinan Torres Charity Fund
$2,400
Indiana University of PennsylvaniaUpper OV Italian Foundation Scholarship
$1,000
Corpus Christi SchoolPangilinan Torres Charity Fund
$2,500
Johns Hopkins UniversityRachael Worby Scholarship
$1,000
Corpus Christi School Arts In Education Fund
$4,840
Keith Bowen Bassoon WorkshopRachael Worby Scholarship
$17
Council of Senior Tyler Countians, Inc.Stealey Community Fund
$11,160
Kent State UniversityUpper OV Italian Foundation Scholarship
$1,000
Courts OpticalWeimer Eye Glass Fund
$1,220
Kiwanis Club of WellsburgWest Virginia Kiwanis District Foundation
Courts OpticalWheeling Lions Charity Fund
$370
Kiwanis International FoundationWest Virginia Kiwanis Moler Fund
$500
$1,250
Diocese of Wheeling CharlestonRomeo & Elsie Reyes Family Fund
$1,000
Lazarus HouseAdministrative Reserve Fund
$500
Diocese of Wheeling CharlestonRomeo & Elsie Reyes Family Fund
$1,200
Lazarus HouseElizabeth Hess-Gebhard Fund
$3,000
Easter Seals Rehabilitation Center
JB Chambers Memorial Foundation
$150,000
Lazarus HouseGompers Family Fund
Easter Seals Rehabilitation CenterNutting Family Fund
$60,000
Lazarus HouseHess Family Fund
$8,250
Easter Seals Rehabilitation CenterWheeling Automobile Club Fund
$2,500
Lazarus HouseMary Ann Hess Fund
$2,250
Leader Dog for the BlindWheeling Lions Charity Fund
$1,500
Easter Seals Rehabilitation CenterWheeling Skate Park Fund
$13,612
Episcopal Relief & DevelopmentHelen & Leonard Rowley Fund
$200
Eyecare Center of WheelingWeimer Eye Glass Fund
Eyecare Center of WheelingWheeling Lions Charity Fund
Fairmont State Foundation
Lions Club Charities of WheelingWheeling Automobile Club Fund
$4,150
Marist BrothersFighting Nun Fund
$990
$550
$500
$3,700
Marshall County Animal Rescue LeagueLisa Cockayne Animal Care Fund
$3,000
John Marshall High School Scholarship
$500
Marshall County Historical SocietyWheeling Automobile Club Fund
$1,250
Fairmont State FoundationLeora & Mildred LaRue Scholarship
$590
Marshall County Senior ServicesUpper OV Dialysis Memorial Fund
$1,000
Fairmont State FoundationLeora & Mildred LaRue Scholarship
$600
Marshall University
Fairmont State FoundationLeora & Mildred LaRue Scholarship
$525
Marshall UniversityLisa Cockayne JMHS Scholarship
Fairmont State FoundationLeora & Mildred LaRue Scholarship
$525
Martins Ferry High SchoolFormer Martins Ferry Kiwanis Club Fund
$400
$952
John Marshall High School Scholarship
Faith in Action Caregivers, Inc.Upper OV Dialysis Memorial Fund
$1,000
McNinch Primary SchoolHealthy Kids Fund
Family HouseWheeling-Nisshin Fund
$4,000
Miami UniversityW. Thornley Hunt Memorial Scholarship
Family Service Upper Ohio ValleyElizabeth Hess-Gebhard Fund
$1,600
Middle Creek Elementary SchoolHealthy Kids Fund
$1,000
Family Service Upper Ohio ValleyHess Family Fund
$4,125
Middlebourne Parks & RecreationStealey Community Fund
$43,000
Family Service Upper Ohio ValleyMary Ann Hess Fund
$775
Middlebourne Parks & RecreationStealey Community Fund
$2,000
Family Service Upper Ohio ValleyOCMSA Charitable Fund
$585
Middlebourne United Methodist ChurchStealey Community Fund
$357
Filipino American AssociationRomeo & Elsie Reyes Family Fund
$200
Middlebourne United Methodist ChurchStealey Community Fund
$10,000
$2,000
First Baptist ChurchAmaya-Johnson Fund
$507
Middlebourne Youth LeagueStealey Community Fund
First Methodist Church of Monongah
$388
Midwest Musical ImportsRachael Worby Scholarship
Kalb Family Fund
Forrest MusicRachael Worby Scholarship
$493
Moundsville Middle SchoolHealthy Kids Fund
$3,000
$500
$296
$1,000
Fostoria Glass Society of AmericaWheeling Automobile Club Fund
$1,250
Muskingum CollegeUpper OV Italian Foundation Scholarship
Girl Scouts of Black Diamond CouncilWomen's Giving Circle
$3,100
New Martinsville SchoolArts In Education Fund
Girl Scouts of Black Diamond CouncilWomen's Giving Circle
$1,000
North Wheeling Youth CenterDiscretionary Grants
$4,918
$200
REPORT TO THE COMMUNITY 2012
32
$500
33
$1,000
grants & distributions
DONOR
RECIPIENTFUND
DONOR ADVISED
SCHOLARSHIP
DESIGNATED
DONOR
RECIPIENTFUND
DONOR ADVISED
SCHOLARSHIP
DESIGNATED
Oglebay FoundationBrigid O'Brien Fund
Seeing Hand AssociationHess Family Fund
$1,569
$4,125
$1,500
Seeing Hand AssociationMary Ann Hess Fund
Oglebay FoundationMiller Fund
$5,000
Shepherd UniversityN. Elizabeth Elbin Scholarship
Oglebay FoundationWheeling Automobile Club Fund
$2,500
Sherrard Middle SchoolHealthy Kids Fund
$1,000
Short Line School Elementary SchoolArts In Education Fund
$3,131
Sonotone Hearing Aid CenterWheeling Lions Charity Fund
$2,916
Oglebay Foundation
Joan & Lee Kelvington Foundation
Oglebay InstituteWomen's Giving Circle
Ohio County Public LibraryWheeling Automobile Club Fund
$150
$3,500
Ohio County SchoolsH. Lawrence Jones Fund
Soup Kitchen of Greater Wheeling, Inc.Wheeling Automobile Club Fund
$67
$775
$500
Ohio County SchoolsMusic Magic Fund
$2,000
St. Clairsville Public LibrarySt. Clairsville Library Foundation
Ohio County Schools Arts In Education Fund
$10,000
St. Francis SchoolArts In Education Fund
Ohio Dental Association Foundation
John Kramer Charitable Fund
$500
Ohio River Valley Boy Scouts of AmericaHubbard Memorial Aid Society Fund
Ohio River Valley Boy Scouts of AmericaWheeling Automobile Club Fund
$64
$4,060
St. Francis Xavier SchoolHealthy Kids Fund
$999
St. James & St. Johns SchoolHealthy Kids Fund
$1,000
St. John the Divine Greek Orthodox Church
$2,000
$250
John & Alia Karras Fund
$2,142
Ohio State UniversityAAUW Beulah Boyd Scholarship
$1,750
St. John the Divine Greek Orthodox ChurchLiving Memorial Endowment
$12,000
Ohio State University
Kenneth R. Dennis Fund
$3,334
St. John the Divine Greek Orthodox ChurchMichael & Betty Karras Memorial Fund
$1,223
Ohio State University
Kenneth R. Dennis Fund
$6,666
St. Mark's Episcopal ChurchHelen & Leonard Rowley Fund
$4,700
Ohio State University
Kenneth R. Dennis Fund
$3,000
St. Mary's Central SchoolArts In Education Fund
$4,480
Ohio State University
Kenneth R. Dennis Fund
$2,500
St. Mary's SchoolArts In Education Fund
$5,560
Ohio State UniversityOrrick, Herrington & Sutcliffe GOC Scholarship
$1,000
St. Matthew's Episcopal ChurchHelen & Leonard Rowley Fund
$4,700
Ohio University EasternAAUW Beulah Boyd Scholarship
$1,750
St. Michael ParishEarl & Bernice Grewe-Gompers Fund
$2,430
Ohio University EasternUpper OV Italian Foundation Scholarship
$1,000
St. Michael ParishMary's Provisions for the Poor Fund
$1,243
$6,200
St. Michael ParishRomeo & Elsie Reyes Family Fund
$500
Ohio Valley Medical CenterRomeo & Elsie Reyes Family Fund
$200
St. Michael ParishRomeo & Elsie Reyes Family Fund
$100
Ohio Valley Regional Transit AuthorityUpper OV Dialysis Memorial Fund
$150
St. Michael Parish SchoolArts In Education Fund
$2,430
St. Michael Parish SchoolHealthy Kids Fund
$1,000
St. Vincent de Paul SchoolArts In Education Fund
$3,462
Ohio Valley Junior Golf AcademyOhio Valley Junior Golf Academy Fund
Our Lady of Peace SchoolCharles & Mary Gantzer Memorial Scholarship
Pancreatic Cancer Action Network, Inc.
John Racer Memorial Scholarship
$500
Pennsylvania State UniversityW. Thornley Hunt Memorial Scholarship
Peterkin Conference CenterHelen & Leonard Rowley Fund
Peterson Rehabilitation CenterPeterson Community Fund
Pilot Guide Dog for the BlindWheeling Lions Charity Fund
$400
$500
$4,700
$930
$1,500
Pipefitters Apprentice SchoolLeon Berze Memorial Scholarship
$500
St. Vincent de Paul SchoolHealthy Kids Fund
$667
Suncrest Area Morgantown Kiwanis ClubWest Virginia Kiwanis District Foundation
$500
Talmar Gardens & Horticultural CenterMiller Fund
$2,500
The Linsly SchoolArts In Education Fund
$4,000
The Linsly SchoolCoudon Hall Fund
$1,595
Professional Optical CenterWeimer Eye Glass Fund
$11,045
The Linsly SchoolGompers Family Fund
$1,600
Professional Optical CenterWheeling Lions Charity Fund
$3,480
The Linsly SchoolWheeling Automobile Club Fund
$3,500
Ritchie Elementary SchoolHealthy Kids Fund
The Salvation ArmyHelen & Leonard Rowley Fund
$966
Robert Joseph MD Inc.Weimer Eye Glass Fund
$7,150
Town of MiddlebourneStealey Community Fund
Robert Joseph MD Inc.Wheeling Lions Charity Fund
$2,090
Town of MiddlebourneStealey Community Fund
Saint Mary's CollegeFOPA Scholarship
$500
Saint Mary's CollegeMTJ Scholarship
$1,000
$1,850
$3,700
$555
Trinity Evangelical Lutheran ChurchW. Frederick Bartholomew Fund
$26,277
Tyler County 4-HStealey Community Fund
$2,000
Salvation Army of MinotMinot Daily News Flood Relief Fund
$8,990
Tyler County Board of EducationStealey Community Fund
$5,653
Seeing Hand AssociationElizabeth Hess-Gebhard Fund
$1,600
Tyler County Board of EducationStealey Community Fund
$5,070
REPORT TO THE COMMUNITY 2012
34
35
$1,250
grants & distributions
grants & distributions
DONOR
RECIPIENTFUND
DONOR ADVISED
SCHOLARSHIP
DESIGNATED
DONOR
RECIPIENTFUND
DONOR ADVISED
SCHOLARSHIP
DESIGNATED
Tyler County Board of EducationStealey Community Fund
$8,525
West Liberty University FoundationMiller Fund
Tyler County Board of EducationStealey Community Fund
$8,952
West Virginia American College of Surgeons
Tyler County Emergency Squad Unit 1Stealey Community Fund
$4,675
West Virginia District Key ClubWest Virginia Kiwanis District Foundation
$1,000
$500
West Virginia District of Circle KWest Virginia Kiwanis District Foundation
$1,000
$6,000
Tyler County Public LibraryAdministrative Reserve Fund
John O. Rankin Memorial Fund
$44,586
$1,200
Tyler County Public LibraryStealey Community Fund
$11,000
West Virginia Lions Sight Conservatory FoundationWheeling Lions Charity Fund
Tyler County Senior CenterUpper OV Dialysis Memorial Fund
$1,000
West Virginia Northern Community CollegeHelen Biery Memorial Scholarship
$500
United Methodist Church of Wheeling
$2,500
West Virginia Northern Community CollegeN. Elizabeth Elbin Scholarship
$1,250
Joan & Lee Kelvington Foundation
United Way of the Upper Ohio ValleyH. Lawrence Jones Fund
$67
West Virginia Northern Community CollegeOCMSA Scholars Fund
$1,000
United Way of the Upper Ohio ValleyUnited Way Endowment Fund
$69,126
West Virginia Northern Community CollegeUpper OV Italian Foundation Scholarship
United Way of the Upper Ohio ValleyUnited Way Kyle Fund
$8,911
West Virginia Railroad Museum, Inc.Miller Fund
$500
$2,500
University of AkronFormer Martins Ferry Rotary Club Scholarship
$500
West Virginia University - Technical InstituteBradley A. Miller Jr. Memorial Scholarship
University of Akron
Joseph & Virginia Mull Scholarship
$500
West Virginia University Children's HospitalRobinson Family Fund
University of MichiganAAUW Beulah Boyd Scholarship
$894
West Virginia University Children's HospitalRomeo & Elsie Reyes Family Fund
University of Mount UnionUpper OV Italian Foundation Scholarship
$1,000
$1,000
$1,500
$100
West Virginia University FoundationAAUW Beulah Boyd Scholarship
$1,789
Valley High SchoolRobinson Family Fund
$2,000
West Virginia University FoundationBeulah-Meyer Scholarship
$500
Valley HospiceElizabeth Hess-Gebhard Fund
$3,000
West Virginia University FoundationCochrane-Moneske-Obrien JMHS Scholarship
$500
Valley HospiceHess Family Fund
$8,250
West Virginia University FoundationHelen Biery Memorial Scholarship
$500
Valley HospiceMary Ann Hess Fund
$2,250
West Virginia University FoundationIAFF Local 12 Scholarship
$500
Valley Ventures, Inc.Downtown Business Association Fund
$5,700
West Virginia University Foundation
Jack & Mary Burgbacher-Carpenter Scholarship
$2,000
West Virginia University Foundation
John & Becky Wright 1st Generation Scholarship
$500
West Virginia University Foundation
John Marshall High School Scholarship
$500
West Virginia University Foundation
John Racer Memorial Scholarship
$1,000
Vermont College of Fine ArtsN. Elizabeth Elbin Scholarship
Washington Lands Elementary SchoolHealthy Kids Fund
$1,000
Washington National CathedralHelen & Leonard Rowley Fund
Webark Estates, Inc.
Joan & Lee Kelvington Foundation
$1,250
$1,000
$500
West Virginia University FoundationLeora & Mildred LaRue Scholarship
$600
West Liberty UniversityBeulah-Meyer Scholarship
$500
West Virginia University FoundationLeora & Mildred LaRue Scholarship
$525
West Liberty UniversityCochrane-Moneske-Obrien JMHS Scholarship
$600
West Virginia University FoundationLisa Cockayne JMHS Scholarship
$3,000
West Liberty UniversityFrances & Stephen Pritchard Scholarship
$500
West Virginia University FoundationMike G. Dotson Scholarship
$500
West Liberty UniversityGene DeProsperis Scholarship
$500
West Virginia University FoundationN. Elizabeth Elbin Scholarship
$1,250
West Virginia University FoundationN. Elizabeth Elbin Scholarship
$1,250
West Liberty UniversityRobert W. Schramm Science Fair Fund
$195
West Liberty University
John Marshall High School Scholarship
$500
West Virginia University FoundationN. Elizabeth Elbin Scholarship
$1,250
West Liberty University
Kenneth R. Dennis Fund
$1,500
West Virginia University FoundationN. Elizabeth Elbin Scholarship
$1,250
West Liberty UniversityMessino-Wehrheim JMHS Scholarship
$500
West Virginia University FoundationN. Elizabeth Elbin Scholarship
$1,250
West Liberty UniversityN. Elizabeth Elbin Scholarship
$1,250
West Virginia University FoundationOrrick, Herrington & Sutcliffe GOC Scholarship
$1,000
West Liberty UniversityN. Elizabeth Elbin Scholarship
$1,250
West Virginia University FoundationPat Johnson Memorial Scholarship $500
West Liberty UniversityN. Elizabeth Elbin Scholarship
$1,250
West Virginia University FoundationPatrick A. Clutter Scholarship
$5,000
West Virginia University FoundationPolish American Patriot Club Scholarship
$1,000
West Liberty UniversityOCMSA Scholars Fund
$1,000
West Liberty UniversityPolish American Patriot Club Scholarship
$1,000
West Virginia University FoundationPolish American Patriot Club Scholarship
$1,000
West Liberty UniversityPolish American Patriot Club Scholarship
$1,000
West Virginia University FoundationRachael Worby Scholarship
$1,000
West Liberty UniversityUpper OV Italian Foundation Scholarship
$1,000
West Virginia University FoundationRuth B. & William L. Gilligan Scholarship
$500
West Liberty University TCHS Athletic Boosters Scholarship
$500
West Virginia University FoundationStealey Community Fund
$600
REPORT TO THE COMMUNITY 2012
36
37
grants & distributions
impact summary
DONOR
RECIPIENTFUND
DONOR ADVISED
SCHOLARSHIP
DESIGNATED
West Virginia University FoundationTCHS Athletic Boosters Scholarship
$500
West Virginia University FoundationUpper OV Italian Foundation Scholarship
$1,000
West Virginia University FoundationUpper OV Italian Foundation Scholarship
$1,000
West Virginia University FoundationUpper OV Italian Foundation Scholarship
$1,000
West Virginia University FoundationUpper OV Italian Foundation Scholarship
$1,000
West Virginia University FoundationUpper OV Italian Foundation Scholarship
$1,000
West Virginia University FoundationUpper OV Italian Foundation Scholarship
$1,000
West Virginia University FoundationW. Thornley Hunt Memorial Scholarship
$500
Wetzel County Cancer CoalitionWomen's Giving Circle
$2,090
Wetzel County Senior ServicesUpper OV Dialysis Memorial Fund
$1,000
Wheeling Central Catholic High SchoolEarl & Bernice Grewe-Gompers Fund
$2,400
Wheeling Central Catholic High SchoolWheeling Automobile Club Fund
$3,000
Wheeling Country Day SchoolArts In Education Fund
$4,417
Wheeling Country Day SchoolHealthy Kids Fund
Wheeling Health RightLee Ann Foundation
$5,000
animal related 7%
arts & culture 1%
Religion 7%
community development 7%
$500
$1,000
$1,000
youth 23%
Health & human services 22%
$1,500
$500
$500
$500
YMCA of WheelingEarl & Bernice Grewe-Gompers Fund
$2,430
YMCA of WheelingH. Lawrence Jones Fund
$67
Young LifeAnonymous
$8,500
YWCAWomen's Giving Circle
$2,000
YWCAWomen's Giving Circle
$1,800
TOTALS
education 33%
$5,000
Yale UniversityW. Thornley Hunt Memorial Scholarship
YMCA of WheelingAdministrative Reserve Fund
$1,114,654
The Community Foundation for the Ohio Valley serves as the
philanthropic partner for all who want to give back in the
Upper Ohio Valley, connecting donors who care with causes that
matter. For good. Forever.
$1,000
Wheeling Middle SchoolWheeling Middle School Boosters Club Fund
Wheeling Symphony Society, Inc.Romeo & Elsie Reyes Family Fund
$157,293
$1,000
Wheeling Jesuit UniversityUpper OV Italian Foundation Scholarship
Wheeling Park High SchoolWheeling Automobile Club Fund
$16,462
$450
Joy Cox Nursing Memorial Scholarship
Wheeling Middle SchoolHealthy Kids Fund
GRAND TOTAL
$100,797
$9,581
Wheeling Jesuit UniversityHelen Biery Memorial Scholarship
Wheeling Jesuit UniversityOCMSA Scholars Fund
$90,990
$500
Wheeling Health RightWheeling Health Right/Weidle Memorial Fund
Wheeling Jesuit University
Donor Designated
Scholarship
$4,000
$1,850
Wheeling HospitalUpper OV Dialysis Memorial Fund
$663,487
Field of Interest
$872
Wheeling Health RightHelen & Leonard Rowley Fund
Wheeling Health RightWheeling Automobile Club Fund
Donor Advised
$719
Wheeling Country Day SchoolLesley W. Galinski Endowment
Wheeling Country Day SchoolWheeling Automobile Club Fund
$85,625
Endowment
$2,430
Wheeling Central Catholic High SchoolHealthy Kids Fund
Discretionary
In fy2012 the Foundation and its 154 component funds made 310 distributions of $1,114,654 in
grants and scholarships. This total includes grant recommendations from fundholders,
distributions to nonprofit organizations through agency funds, and awards from
competitive grants managed by the Foundation's staff.
$756,591 $200,770$157,293
REPORT TO THE COMMUNITY 2012
38
39
FINANCIAL STATEMENTS
FINANCIAL STATEMENTS
STATEMENT OF ACTIVITIES FOR THE YEAR ENDED JUNE 30, 2012
STATEMENT OF financial position june 30, 2012
UNRESTRICTED NET ASSETS
ASSETS
Support and Revenue:
Contributions
$627,349
Investment return
468,767
Gain (loss) on disposal of property and equipment
Other
Total unrestricted support and revenue
Net assets released from restrictions
Total support and revenue
(0)
26,235
Cash and cash equivalents
$829,995
Grants and bequests receivable
84,190
Prepaid salaries
7,700
Total Current Assets
921,885
1,122,351
68,315
1,190,666
Investments at fair market value
Bonds
8,297,201
Equities
16,775,840
Rental real estate
EXPENSES
Program Services:
Grants
Other program expenses
1,057,073
Fundraising
7,858
Total
25,632,739
29,770
Property and equipment, net of accumulated depreciation of $16,675 and $13,565, respectively26,491
Supporting Services:
General and administrative
551,840
Other
216,788
11,100
Total Expenses
1,314,731
Increase (decrease) in unrestricted net assets
(124,065)
Other Assets
Organization costs, net
6,472
Total other assets
6,472
TOTAL ASSETS
26,587,587
TEMPORARILY RESTRICTED NET ASSETS
Contributions and grants
80,000
Net assets released from restrictions
(68,315)
Increase in temporarily restricted net assets
11,685
LIABILITIES AND NET ASSETS
Liabilities:
Accounts payable and accrued expenses
11,589
Grants payable
PERMANENTLY RESTRICTED NET ASSETS Contributions23,950
Investment return
(319)
Increase in permanently restricted net assets
23,631
INCREASE IN NET ASSETS
50,000
Accrued payroll taxes
2,308
Other Liabilities
6,537
Funds held in trust for nonprofit organizations
2,762,396
TOTAL LIABILITIES
2,832,830
(88,749)
NET ASSETS AT BEGINNING OF YEAR
23,379,663
NET ASSETS OF ACQUIRED SUBSIDIARY
463,843
NET ASSETS AT END OF YEAR
$23,754,757
NET ASSETS
Unrestricted
20,526,102
Temporarily restricted
90,532
Permanently restricted
3,138,123
TOTAL NET ASSETS
23,754,757
TOTAL LIABILITIES & NET ASSETS
$26,587,587
REPORT TO THE COMMUNITY 2012
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trustees, committees, staff & trustee banks
officers
trustees
Jerome B. Schmitt, CFA
Joseph W. Boutaugh
Charles J. Kaiser, Jr., Esq.
President | WesBanco Trust & Investment Services
ex-officio Executive, Investment, Distribution, Nominating, Scholarship
Board Member Emeritus
Phillips, Gardill, Kaiser &
Altmeyer, PLLC
Executive, Investment,
Distribution, Nominating
Brent Bush
Sue Seibert Farnsworth, Esq.
Vice President | Spilman, Thomas & Battle, PLLC
Executive, Nominating
United Bank
Investment
Secretary | WesBanco Trust & Investment Services
Executive, Scholarship, Distribution, Nominating
Attorney at Law
Distribution, Investment
James G. Squibb, Jr.
Beyond Marketing
Scholarship
Mark A. McKeen
Mark C. Ferrell
David B. Dalzell, Jr.
Frederick M. Dean
Rohrig, Esq.
Security National Trust
Company
Investment, Distribution
Huntington Bank
Investment
Joan C. Stamp
Scholarship
Tulane Mensore
Scholarship
Robert M. Robinson
Edward (ted) Gompers cpa
Treasurer | Robinson Automotive Group
Executive
Edward D. Gompers & Co., AC
Executive, Distribution,
Nominating
Carlos C. Jimenez, MD
Reynolds Memorial Hospital
H. Lawrence Jones
Will Turani
William O. Nutting
Ogden Newspapers, Inc.
Executive, Distribution,
Investment, Scholarship
Orrick Global Operations
Center
Distribution
William J. Yaeger, Jr., Esq.
Elsie Reyes
Distribution
Herndon, Morton, Herndon
& Yaeger
Investment
Retired Educator
Scholarship
staff
trustee banks
WesBanco Bank, Inc.
Security National Trust
United Bank
Huntington Bank
Premier bank & TRUST
monteverde group
susie nelson
victoria smith
peter Riesbeck
Renee George
Executive Director
Associate Director
Director of Development
Grants Administrator
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43
cfov.org
PO Box 670 | Wheeling, WV 26003 | Phone: 304-242-3144 | Fax: 304-234-4753
A FUND FOR ALL TIME SUPPORTED BY AND FOR THE PEOPLE OF THE UPPER OHIO VALLEY
The Community Foundation for the Ohio Valley, Inc. is registered as a charitable
organization with the West Virginia Secretary of State. A summary of the Foundation’s
registration and financial documents may be obtained from the Secretary of State, State
Capitol, Charleston, WV 25305