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OUR MISSION To improve the quality of life in our community by raising, encouraging, administering and distributing gifts for charitable, cultural, educational and scientific purposes.

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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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MESSAGE FROM THE PRESIDENT 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

“The Foundation

continues to grow and thrive, leaving an

ever-expanding footprint on our region.”

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BOARD OF TRUSTEES 2013 EXECUTIVE COMMITTEE 2014 EXECUTIVE COMMITTEE Jodi Rowe-Collins - Chairman J. Patrick Jones - Chairman J. Patrick Jones Jodi Rowe-Collins April Russell Perry Cassie Landers Geoffrey S. Sheils April Russell Perry Geoffrey S. Sheils BOARD OF TRUSTEES Mary Jo Burton BOARD OF TRUSTEES Donald R. Capper Curtis B. Anderson Nick Carter Donald R. Capper Rebecca M. Craig Nick Carter Evan H. Jenkins Rebecca M. Craig Cassie Landers Evan H. Jenkins Kimberly S. McCann Kimberly S. McCann H. Edward Neely H. Edward Neely Michael D. Robinson Michael D. Robinson James W. St. Clair James W. St. Clair Laura S. Timberlake Laura S. Timberlake STAFF Mary Witten Wiseman, President Christi B. Clarke, Document Management Specialist Kathryn C. Davis, Esq., Director of Planned Giving and Donor Services Sandi 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 Committee Development Committee Nominating Committee Scholarship Committee 2014 COMMITTEES OF THE BOARD Development Committee Finance Committee Grant Advisory Committee Gift Committee Personnel Committee Scholarship Committee Technology Committee

INVESTMENT COMMITTEE Paul E. Chellgren Jodi Rowe-Collins (2013) Michael J. Emerson Alfred L. Green Michael W. Hobbs J. Patrick Jones (2014) Larry R. McClung H. Edward Neely Charles H. Seal Laura S. Timberlake Stuart B.A. Webb Mary Witten Wiseman LEGAL COUNSEL Huddleston Bolen LLP CERTIFIED PUBLIC ACCOUNTANTS Kelley Galloway Smith Goolsby, PSC (Formerly known as Smith, Goolsby, Artis & Reams, PSC) MASTER CUSTODIAN Wells Fargo Bank, NA INVESTMENT CONSULTANT Fourth Street Performance Partners, Inc.

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2013 DISTRIBUTIONS 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 Madie Carroll House

$20,000 $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 Doctors Care of Cabell County Fund: Doctors Care of Cabell County

$697

The Maudella Taylor Fund: Goodwill Industries of KYOWVA Area Mingo County Endowment Fund: Larry Joe Harless Community Center

$1,500

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

$392 $1,176 $784

$750

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

$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 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.

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DISTRIBUTIONS FROM DONOR-ADVISED FUNDS: $264,976 In 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: Alice Lloyd College The American Legion American University Ashland Community Kitchen Ashland Day Treatment Center Atrium Medical Center Foundation Beckley Area Foundation Beverly Hills United Methodist Church (Huntington, WV) Big Brothers Big Sisters of the Tri-State Big Green Scholarship Foundation Blennerhassett Museum Foundation Boys and Girls Clubs of Huntington CASA of Northeast Kentucky Cabell County Library Cabell Huntington Hospital Foundation, Inc. Cammack Children’s Center Centre College of Kentucky Charleston Gazette Charities, Inc. Childhood Language Center Christ Episcopal Church (NC) Christ School (NC) Cincinnati Zoo Foundation Inc. City of Huntington Foundation City of White Sulphur Springs City of Williamson Parks & Recreation Coalfield Jamboree Commonwealth Fund of KET Community Assistance and Referral Service (CAReS) Davis-Stuart, Inc. Davidson College Ebenezer Medical Outreach Fifth Avenue Baptist Church (Huntington, WV) First Book – Boyd County, KY First Presbyterian Church (Ashland, KY) First Presbyterian Church (Charleston, WV) First Presbyterian Church (Huntington, WV) Friends of Craik-Patton House, Inc. Friends of the Children Friends of West Virginia Public Broadcasting Governor’s School for the Arts (KY) Grace Place for Children and Families Guadalupe Center Habitat for Humanity of Collier County, FL Highlands Museum & Discovery Center Highlawn Presbyterian Church (Huntington, WV) Hoops Children’s Hospital at Cabell Huntington Hospital Hope’s Place Hospice of Chattanooga

Hospice of Huntington Huntington City Mission Huntington Museum of Art Huntington Outdoor Theatre Huntington Symphony Orchestra Jeffrey George Comfort House Kentucky Educational Television Kentucky Rockers Baseball Club March of Dimes March for Babies Marshall University Alumni Association Marshall University Artists Series Marshall University Campus Christian Center Marshall University Foundation Michael J. Fox Foundation for Parkinson’s National Society of Colonial Dames of America West Virginia Chapter Paramount Arts Center Paramount Woman’s Association Partners in Pride Phylmaya Foundation Ltd. Randolph College Regional Christian School (Williamson, WV) River Cities Harvest Ronald McDonald House Charities of the Tri-State Rotary Foundation Safe Harbor of Northeast Kentucky The Salvation Army (Ashland, KY) The Salvation Army (Huntington, WV) The Salvation Army (Naples, FL) Scottish Rite Foundation of West Virginia Spaulding University St. Bernard Catholic School (Cincinnati, OH) St. Matthew’s House St. Raphael Episcopal Church (Lexington, KY) The Tug Valley Friendship Foundation Trinity Episcopal Church (Huntington, WV) Union College United Way of the River Cities University of Virginia Venice Presbyterian Church (FL) Wayne County Community Service Organization, Inc. Wesley United Methodist Church (FL) West Virginia Public Broadcasting West Virginia University Eye Institute WOUB Radio YMCA of Ashland, KY YMCA of Huntington, WV

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2013 SCHOLARSHIPS/AWARDS 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 Parker Touchton Jennifer Russell Landon Lauder Caitlin Conley Nicholas Watts Kelly Heishman Chris Fugate Amy Herrick Fund To assist students attending Alice Lloyd College Anne and John Ward Memorial Scholarship Fund Ohio University Southern Campus for the benefit of Jody Basham Ashland High School Class of 1939 Scholarship Fund University of Kentucky for the benefit of Sydney Cullop

$1,250 $1,250 $1,000 $1,000 $750 $750 $500 $500

Mr. and Mrs. Kenneth E. (Hazel) Guyer Scholarship Fund Marshall University Foundation Ironton Area Kiwanis Club Scholarship Fund Ohio University Southern Campus for the benefit of Ricky Anderson

$1,000

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

$500

Jane McConnell Memorial Scholarship Fund Shawnee State University for the benefit of Haley Glockner

$1,000

$250

Janet Nunley Scholarship Fund Bellarmine University for the benefit of Hallie Morgan Marie Huff

$1,000

$500

Judith Paige Johnson Memorial Scholarship Fund University of Kentucky for the benefit of Jessica Branham

$1,000

$1,000

$4,338

$1,000

Billy Gammon Scholarship Fund University of Louisville for the benefit of Slater Swift

Kentucky Migrant Education Scholarship Fund Morehead State University for the benefit of Irvin Juarez

$1,000

Brent David Shattles Memorial Scholarship Fund University of Kentucky for the benefit of Alexander Hamlin

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

$1,000

Lawrence County Goodwill Scholarship Fund In memory of McCawley Ballard Big Sandy Community & Technical College for the benefit of Kristen Baldwin

$500

Craig Thompson Memorial Scholarship Fund University of Kentucky for the benefit of Kadin Ashley

$1,000

Dick Griffith Memorial Scholarship Fund Marshall University for the benefit of Zach Jones

$1,000

Gornall Viking Scholarship Funds Mountwest Community & Technical College for the benefit of Malenna Davis Ohio University Southern Campus for the benefit of Summer McMillian

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TRISTATEFOUNDATION.ORG

$250

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

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

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

$500

$600 $600

LP-JOMAR Scholarship Fund Eastern Kentucky University for the benefit of Ashley Priode The Mansbach Foundation Endowment Fund To assist students attending: Alice Lloyd College Spaulding University Marshall University Chemistry Undergraduate Laboratory Initiative Fund for the benefit of Hannah Bolt Mary Ann and Larry Akers Scholarship Fund University of Rio Grande for the benefit of Jessalyn West

$500

$400

$250

$2,250 $2,250

$500 $1,000

Michael David Daniels Memorial Scholarship Fund Morehead State University for the benefit of Charles A. Hedrick Morning Has Broken Fund Shawnee State University for the benefit of Jessie Perdue

$250

$1,000

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 for the benefit of Emily Meeks

$2,000

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

$1,350

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 Nicholas Blankenship Noah Combs Ryan Gillum Thomas Hall Mitchell McFarland Drew Oxley Aaron Persily Robert Thomas

Sam L. and Mollie Gatrell Scholarship Fund Shawnee State University for the benefit of Erica Cordle Ward and Irene Patton Outstanding Graduate Award University of Kentucky for the benefit of Kaitlyn Lemaster

$280 $280 $280 $280 $280 $280 $280 $280 $280 $1,000

$1,000

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.

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2013 COMPETITIVE GRANTS FIRST QUARTER

Coalfield Development Corporation West Virginia $2,000 Technological Assistance for the 21st Century Jobs Initiative This 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 $1,500 Computers and Accessories for Girls Place This 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 $3,167 J.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 $2,500 Field 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 $2,000 TSLC 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 $2,000 Emergency Shelter This 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 QUARTER

Ebenezer Community Outreach Center West Virginia $1,000 Youth Energized for Success This 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.

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Huntington Area Habitat for Humanity West Virginia $4,000 OSHA-Recommended Fall Protection Equipment This 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 $4,000 New 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 QUARTER

Ashland Area YMCA Kentucky $1,000 Computer Lab This 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 $2,000 Website Development For Doctors Care This 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 $3,000 Dental Care for the Low-Income This 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 $2,500 Enhancing Safe Places for Active Living & Physical Activity This grant purchased four benches for the Health Department’s new walking track. This grant was funded, in part, by The Chellgren Fund.

Lily’s Place West Virginia $3,250 Fix It Up for Baby This 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 $1,500 Project “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 $2,000 Translating Textbook Knowledge to Hands-On Learning This 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.

Highlands Museum & Discovery Center Kentucky $4,400 Museum Illumination This 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 $200 Endow Kentucky Tax Credit Advocacy Plan FTSC 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.

FOURTH QUARTER

Actors for Children Theatre Kentucky $1,000 Act “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 Trail This grant assisted the City of Raceland in completing its historic walking trail in downtown Raceland. Facing Hunger Foodbank Kentucky $2,500 Boyd County Backpack Program This 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.

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.

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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.

Anyone can be a

philanthropist through a legacy gift...

Is your community one of your heirs?

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TRISTATEFOUNDATION.ORG

2013 DONORS Ms. Ernestine F. Adkins Ms. Paula B. Adkins Mr. and Mrs. Ronnie Adkins Advantage Toyota Mr. and Mrs. Robert W. Agee Mr. and Mrs. Wesley F. Agee Mr. and Mrs. Larry Akers Mr. David H. Alban Mrs. E. Ann Allen Mr. Jason Allen Mr. and Mrs. Richard T. Allen Dr. and Mrs. Kenneth P. Ambrose America in Bloom American Electric Power American Junior Golf Foundation Mr. and Mrs. Joseph B. Amsbary Mrs. Christine Anderson Dr. Gary D. Anderson Mrs. V. Darlene Anderson Mr. W. B. Andrews Mr. and Mrs. George R. Andrick Mr. Brian Ange Area Advertising Arthur & Joan Weisberg Family Foundation Ashland Area Convention & Visitors Bureau Ashland Board of Education Ashland Office Supply Inc. Mrs. Barbara Moses Atkins Mr. and Mrs. Kenneth L. Aulen B’nai Sholom Congregation Mr. Thomas E. Bailey Ms. Beverly Baldridge Mrs. Betty Barrett Mr. Jack Bazemore Mr. and Mrs. Thomas J. Bell Ms. Deborah Bellinder Ms. Aileen P. Bertoia Bestitle Agency, Inc. Mrs. Mary Beth Biederman Big Brothers Big Sisters Mrs. Jean F. Biggs Mr. and Mrs. Dennis W. Bills Mr. and Mrs. Frank L. Binder Ms. Sara T. Blethen Dr. Paul Blom and Dr. Dina Blom Ms. Brenda Bocook Dr. John E. Bogers Mr. and Mrs. W. Fred Boggs Mr. Richard Bolen Mr. and Mrs. William S. Bondurant Dr. and Mrs. Jack Borders Ms. Gaillynn M. Bowman Mrs. Jane H. Boylin Mrs. Elizabeth C. Boylin Baker Mr. and Mrs. James Bradley Brickstreet Insurance Mr. and Mrs. Leon B. Briggs Ms. Kimberly G. Broedel-Zaugg Dr. and Mrs. James T. Brom Mr. and Mrs. Craig Brown Dr. Philip E. Brown Mr. and Mrs. Jerry L. Browning Mr. and Mrs. Geoffrey Bullington Mr. Mike Burcham

Mr. and Mrs. Marshall Burdette Mrs. Mary Jo Burton Mr. Randy Burton Cabell County Public Library Cabell Huntington Convention & Visitors Bureau Cabell Huntington Hospital Ms. Elizabeth D. Caldwell Mr. and Mrs. W. Garner Callaway Mr. and Mrs. Edward Canterbury Mr. and Mrs. James E. Cantrell Ms. Jamina T. Carder Cardinal Management LTD Mr. and Mrs. Nick Carter Mrs. Idabelle Case Catlettsburg Refining LLC Mr. and Mrs. James A. Caudill Mr. Robert L. Caummisar Mr. and Mrs. J. Bryan Chambers Champion Industries, Inc. Ms. Emma P. Chapman Ms. Jennifer Chapman Mr. and Mrs. Michael S. Chapman Mr. and Mrs. Ray Chapman Ms. Tiffany Chapman Ms. Mary Blair V. Chapuisat Mr. Paul W. Chellgren Mr. David L. Chenoweth Mr. and Mrs. Robert J. Chenoweth Dr. and Mrs. Felix H. Cheung Citizens Deposit Bank City National Bank of West Virginia City of Huntington Mr. and Mrs. Ron Clark Mr. Joseph Clayton Mrs. Dianne W. Clement Ms. Jackie Clevenger Mr. Dan Click and Mrs. Melinda Woods-Click Dr. Philip E. Cline Mr. and Mrs. Barry N. Cohen Mrs. Jodi Rowe-Collins Columbia Gas Company Mr. Don M. Combs Commercial Bank Foundation Commercial Bank of Grayson Community Trust Bank Mr. Tyson Compton Ms. Cheryl L. Connelly Continental Real Estate Companies Mrs. Dolores L. Cook Mrs. Betty Cooper Ms. Sonya Cooper Ms. Emily Cox Rep. and Mrs. Kevin J. Craig Mr. and Mrs. Thomas L. Craig Dr. Miki Crawford Mr. and Mrs. Howard R. Crews Jr. Ms. Hessie Crislip Mr. John A. Cross Ms. Nancy Crum Ms. Martha J. Cummings Ms. Sally O. Cyrus Cyrus and Adkins, Attorneys at Law Mrs. Anne B. Dandelet Mr. and Mrs. David H. Daugherty

Mr. and Mrs. Staige Davis Mr. and Mrs. Edward H. Dawson Jr. Mayor Jean Dean Dr. Sarah N. Denman Desco Federal Credit Union Ms. Virginia L. Dickens Ms. Patricia L. Dickey Mr. and Mrs. Dean Dickson Mrs. Karen Dickson Ms. Nancy Dillard Dr. and Mrs. Jack Ditty Mr. John E. Dolin Mr. and Mrs. Robert Dorado Mr. Frank Dorsey Mr. and Mrs. Joe K. Dorsey Mr. John N. Dorsey Mrs. Sandra S. Duncan Eagle Distributing Company Mr. Daniel Earl Mr. and Mrs. Jason S. Earl Dr. and Mrs. Jack Eblin Mr. and Mrs. Joseph S. Eddins Ms. Kay M. Edelmann Mr. Donald L. Edwards Mr. and Mrs. William R. Ellis Mr. and Mrs. Phillips C. Emmons Ms. Jenny Evans Dr. and Mrs. Douglas W. Ey Mr. and Mrs. Cecil E. Fannin Mr. and Mrs. Michael Fannin Ms. Barbara H. Faris Mrs. Jennifer L. Farrar Mrs. Kathryn W. Farrell Mr. and Mrs. Michael J. Farrell Mr. Patrick Farrell Mr. and Mrs. Paul T. Farrell Mrs. Sandra Fenger Field Memorial Trust Fifth Third Bank First Sentry Bank Mr. and Mrs. Leo J. Fleckenstein Mr. John Flowers Mrs. Katherine Peyton Forbes Ms. Virginia P. Ford Dr. Jane Fotos Dr. Jan Fox Mrs. Shelia Fraley Mr. James D. Frazier Dr. and Mrs. Joseph Frazier Mrs. Joyce Frazier Friends of the Regional Library Ms. Carol Fuller Mr. George Fuller Galloway & Company PSC Ms. Anne Gardner Ms. Lorraine Garkovich Gene Jackson’s Automotive Ms. Barbara A. George Mrs. Joycelyn George Mrs. Sammie George Ms. Emily Germani Mrs. Kay Gevedon Greater Huntington Park & Recreation District Dr. Charles E. Giangarra

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Mr. James E. Gibson Ms. Josette K. Gibson Mr. and Mrs. Thomas H. Gilpin GLCA Chamber of Commerce Mr. Jim Glendinning Mr. David A. Glick Goodwill Industries of KYOWVA Mr. and Mrs. D. R. Gossett Graf Brothers Flooring, Inc. Grayson Gallery & Art Grayson Rotary Club Mr. and Mrs. Vaughn Grisham Mr. and Mrs. Joe Grizzle Ms. Peggy Groff Ms. Carly K. Hackman Ms. Christina Hajjar Mr. and Mrs. John R. Hall Mr. and Mrs. R. Sterling Hall Ms. Beth L. Hammers Mr. and Mrs. Robert E. Hardin Mr. and Mrs. Douglas Hardman Mrs. Colleen M. Harker James H. Harless Foundation Ms. Brenda Harlow Ms. Debra B. Harman Ms. Robin D. Harmon Dr. and Mrs. J. D. Harrah Mrs. Lavonne H. Harrison Mr. Thomas R. Harrold Ms. Virginia Lee Hastings Mr. Charles Haugh Mr. and Mrs. Earl W. Heiner Mr. Brian Heinz Ms. Betty J. Helander Ms. Judy Henderson Mrs. Gregg Hendry Dr. Frances Hensley Mr. Matt Hensley Mr. W. Bret Hensley Mr. and Mrs. Anthony S. Herr Dr. and Mrs. Robert A. Hess Mrs. Anne Hildebrand Mr. Alex Hill Mr. and Mrs. Michael Hobbs Mr. and Mrs. James Hollandsworth Ms. Terry L. Holley Ms. Linda S. Holmes Ms. Claudia Hood Mr. and Dr. Morgan C. Hood Mr. and Mrs. J. E. Hood Mr. and Mrs. Jeffrey E. Hood Horton Brothers & Brown Pharmacy, LLC Ms. Suzanne House Mr. and Mrs. Dan Huffman Ms. Jonna Hughes Mrs. Rita Hughes Mr. and Mrs. William W. Hughes Mr. and Mrs. Ronald Hunter Huntington Area Habitat for Humanity Huntington Cabell Republican Women Huntington Federal Savings Bank Huntington Hall of Frames, LLC Huntington Municipal Development Authority

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TRISTATEFOUNDATION.ORG

Huntington Realty Corporation Inwood Garden Club Ironton Area Kiwanis Club J&J General Maintenance, Inc. Ms. Linda Jackson JABO Supply Corporation Ms. Brandi Jacobs-Jones Mr. and Mrs. Paul Jacobson Jeannine Y. Francis Charitable Foundation Jenkins Fenstermaker, PLLC Ms. Jill Jobst Dr. and Mrs. Winfield C. John III Mr. and Mrs. Bosworth Johnson Mr. and Mrs. Charles Johnson Mr. and Mrs. Robert B. Johnson Mr. Ted F. Johnson Mr. Andrew Jones Mr. Charles Jones Mr. and Mrs. David A. Jones Mr. and Mrs. Ervin H. Jones Mr. J. Patrick Jones Mr. Stephen M. Jones Mr. and Mrs. John M. Jordan Mr. and Mrs. Kevin B. Jordan Mr. and Mrs. William Jordan Dr. and Mrs. Oren Justice Ms. Marjorie Kaib Ms. Carolyn Karr Kelley, Galloway & Co. Mr. and Mrs. Robert C. Kendall Kentucky Community & Technical College System Ms. Patricia H. Kidd Mr. Erik J. Kielin Ms. Mary Beth Kilgore Mr. David L. King King’s Daughters Medical Center Mr. and Mrs. Francis M. Kinney Mr. and Mrs. Timothy R. Kinsey Kitchens by Woody’s Mr. Dennis F. Klattenberg Mr. and Mrs. James J. Kline Mr. Steven J. Knopp Mr. Robert A. Kopp, Jr. Mr. Forest E. Kreiser Ms. Evalee L. Kyger Mrs. Sarah L. Kyle Mr. and Mrs. Larry LaFon LaFon Family Foundation, Inc. Ms. Anne W. Lambright Mr. and Mrs. John Landers June E. Langham, Jason A. Langham, Thomas T. Langham Lawrence Economic Development Corp. (LEDC) Mr. and Mrs. Joseph Lee Mr. and Mrs. Erik Legg Dr. Tracy LeGrow Dr. and Mrs. Philip B. Lepanto Mr. and Mrs. P. Bruce Leslie Mr. and Mrs. Robert M. Levy Dr. and Mrs. Donald R. Lewis Mr. and Mrs. John C. Lipscomb Mr. Charles Love and Mrs. Connie J. Love

Mr. and Mrs. Grady Lowe Mr. and Mrs. E. B. Lowman II Mr. Chris MacFarlane Mr. Michael D. Manns Marathon Petroleum Company LP Mr. Joseph Margotta Ms. Carol Mariotti Ms. Heather Marrs Marshall Health Marshall University Marshall University Foundation Marshall University Research Corp. Mr. Charles E. Martin Ms. Sandi Martin Mr. Gary E. Maston Ms. Vicky Mathis Mrs. Jewell R. Matthews Mr. Donald R. Maxwell Dr. Lynne S. Mayer Mrs. Agnes McCaskey Mr. and Mrs. James L. McClelland Mr. Lance McComis Mr. and Mrs. David McCown Mr. and Mrs. Larry L. McCoy Mr. and Mrs. Lyle D. McCullough Ms. Elizabeth A. McGlone Dr. Aaron M. McGuffin Mr. Charles C. McGuire Dr. Dawn McGuire Mr. and Mrs. E. E. McGuire Dr. Charles H. McKown Jr. Mr. Selden S. McNeer Jr. Members Choice Credit Union Mr. and Mrs. Randall Memmer Mrs. Janice J. Metzger Mr. James Meyer Mr. and Mrs. Greg Michael Mr. and Mrs. Robert Miller Ms. Martha I. Mishoe Ms. Roberta Mitchell Ms. Anne Montague Mr. Chad Mooney Mrs. Loren G. Moore Ms. Donna L. Morgan Mr. and Mrs. Alan S. Morrison Mr. R. Brian Morrison Mr. E. A. Mott Ms. Barbara Moyers MU Department of Physics Dr. Diane C. Mufson Ms. Linda Munyan Mr. and Mrs. William Murdock Jr. Mr. Paul Murnahan Mr. and Mrs. Thomas E. Nash Natural Resource Partners, LLC Dr. Joseph M. and Dr. Kay F. Neal Mr. and Mrs. H. Edward Neely Mr. and Mrs. Charles R. Neighborgall III Ms. Jennelle A. Nelson Mr. and Mrs. Maurice Nelson Ms. Mary Beth Nenni Dr. and Mrs. Michael D. Nestor Ms. Lisa Newell

Dr. and Mrs. Mark L. Newfeld Ms. Tamara Nimmo Mr. and Mrs. Gregory Norris Ohio University Southern Campus Our Lady of Bellefonte Hospital Mrs. Jane H. Pancake Paramount Arts Center Mr. and Mrs. Tim Parnell Pathways, Inc. Mr. Gary Pelfrey Mrs. Sharon N. Peoples Peoples Bank, NA Peoples Insurance Agency, Inc. Mr. and Mrs. Donald J. Perry Mr. and Mrs. Audy M. Perry Jr. Ms. Geraldine E. Perry Mr. and Mrs. Kent J. Perry Dr. and Mrs. Eric Persily Ms. Becky Phillips Mr. and Mrs. Thomas Phipps Mr. and Mrs. Leonard J. Picha Ms. Marilyn Polan Mr. and Mrs. John Popp Dr. and Mrs. J. Roger Potter Mr. J. C. Powers Mr. and Mrs. John M. Praskwiecz Mr. and Mrs. Larry Prichard PTK Fitness, LLC Mr. and Mrs. Dan Pyles Ms. Patricia M. Quackenbush Mr. and Mrs. John A. Queen Ramey-Estep Homes, Inc. Dr. and Mrs. Bruce Ratcliff Mr. Charles Reneau Reneau Insurance Agency Ms. Barbara W. Richard Mrs. Lila R. Rife Riggs Machine & Fabricating, Inc. Ms. Lisa Riley Mr. and Mrs. Phillip A. Riley Mrs. Jean E. Ripley Mr. R. O. Robertson Jr. Mrs. Brandon Roisman Mrs. Joan Ross Rotary Club of Ashland Mr. and Mrs. John A. Ruggles Ms. Judy Rule Mr. Gary Runyon Mr. Thomas Scarr Mrs. Valerie L. Scheidler Mr. Bruce Schemmel Ms. Katie F. Scherer Mrs. Susan Schneider Ms. Nancy Schnitzker Mrs. Allyson Schoenlein Dr. Thomas F. Scott Ms. LuAnn Serey Dr. Darshana Shah Mr. and Mrs. David Shattles Ms. Carolyn Shaver Ms. Marlene Sheets Mr. and Mrs. Geoffrey S. Sheils Dr. and Mrs. Mark F. Sheridan

Ms. Bennie J. Shields Mr. and Mrs. Dennis Shobe Mr. and Mrs. Fred Silverstein Mr. Richard E. Simmons Mr. and Mrs. William Simoni Mrs. Marlene Sims Mr. Wyatt Skaggs Mr. Chris Slaughter Mr. and Mrs. J. Roger Smith Mr. Nelson C. Smith Mr. Paul English Smith Mr. and Mrs. Ronald A. Smith Smith, Goolsby, Artis & Reams Ms. Carol S. Spence Ms. Heather Dawn Spencer Dr. Donna J. Spindel Dr. and Mrs. Glenn D. Spradlin Mr. and Mrs. W. Guy Spriggs Spriggs Distributing Company Spriggs Family Foundation Ms. Pam Spry Mrs. Doris A. St. Clair Mr. and Mrs. James St. Clair St. Mary’s Medical Center Mr. and Mrs. William Stark Dr. Pamela Staton Mr. and Mrs. Michael D. Stautberg Steel of West Virginia, Inc. Steen Funeral Homes Mr. and Mrs. William P. Stephenson Jr. Mrs. Jeanie Stevens Ms. Sharon Stevenson Mr. James Stone Ms. Mary S. Stoops Mrs. Angela Straight Ms. Drema Stringer Mr. and Mrs. Mark D. Strother Studio Eight Mr. Roger D. Sullivan Mrs. Karen E. Sydnor Ms. Pat Sydnor Mrs. Kathy Taylor Ms. Louise E. Taylor Mr. and Mrs. Jeffrey Taylor Mr. and Mrs. Todd Taylor The Benard C. Wellington & Pansy P. Wellington Fund The First State Bank The Marshall University Foundation The Printing Express The Tully S. Roisman Trust The Woman’s Club Of Huntington Ms. Whittney S. Thoman Mr. Randal Thomas Mrs. Samantha Thomas-Bush Thornburg Insurance Agency Mrs. Laura S. Timberlake Timberlake Garden Club Dr. Joseph and Dr. Omayma Touma Town and Country Garden Club Tri-Data, Inc. Tri-State Lawn Care, Inc. Ms. Wendy Trzyna

Mr. Ernest Tucker Dr. Harry K. Tweel Mr. Lawrence J. Tweel Ms. Donna Underwood Mr. Harry Underwood United Way of Northeast Kentucky Mr. and Mrs. Mark M. Uslan Dr. Andrea Vallejos Van-Griner, LLC VanAntwerp, Monge, Jones, Edwards and McCann Ms. Susann M. Venters VF Design and Consulting, LLC Mr. and Mrs. Mark D. Via Mrs. Jane S. Vickers Village of Barboursville Garden Club Mr. Edwin N. Vinson Mrs. Edwin C. Wade Mr. and Mrs. T. Cody Wales Mr. and Mrs. John Wallace Mrs. Carolyn Warnock A. K. Watson Mr. and Mrs. Stuart B.A. Webb Mrs. Tomi J. Weber Ms. Candy J. Weiford Mrs. Joan Weisberg Dr. Sharon Werthammer Ms. Janie M. Werum Jean E. Westfall Estate Mr. Douglas B. White Mr. and Mrs. Gary G. White Ms. Sandra White Ms. Tamela J. White White Oak Properties Ms. Lottie M. Widmer Dr. and Mrs. Marc W. Wild Mr. and Mrs. Ron Willenbrink Mr. Casey William Mrs. Gale G. Williams Ms. Sarah A. Williams Mr. Paul Wilson Ms. Sharon Wilson Ms. Lori Wilt Ms. Elizabeth Ann Winn Mr. and Mrs. Don E. Wiseman Ms. LeeAnn Woda Mr. Tom Wolf Dr. and Mrs. S. Kenneth Wolfe Mr. Edwin R. Woods Mr. and Mrs. Stephen C. Woolwine Ms. Renee Workman Mrs. Gretchen Dascoli Wray Mrs. Sharon J. Wyant Mrs. Nina Yancey Ms. Jennifer York Ms. Linda L. Zban Ms. Rebecca B. Zimmerman

14

FOUNDATION FUNDS (**funds established in 2013) ADMINISTRATIVE ENDOWMENT FUNDS Support the Foundation’s operating costs Business & Professional Campaign Foundation for the Tri-State Community, Inc. Operating Endowment West Virginia Endowment Fund AGENCY ENDOWMENT FUNDS Benefit a named agency Cabell County Library Funds: The Marilyn McCray Memorial Fund The Jay Green Fund The Amy Carter Stevens and Walter Carter Memorial Fund Cabell-Wayne Historical Society Fund Community Partners of Shawnee Mental Health Center, Inc. Endowment Fund Ebenezer Medical Outreach Fund Gateway Resource Conservation & Development Council Fund Ironton Catholic Schools St. Joseph/St. Lawrence Endowment Fund Mountain Heart Foundation Endowment Fund TEAM for West Virginia Children Endowment Fund AGENCY FUNDS Organizations/projects operated under the Foundation’s 501(c)(3) umbrella Area Education Grants Fund Ashland Children’s Choir Fund Ashland Tennis Patrons Fund Leadership Tri-State Fund Pet Betterment Fund River Cities Festival of the Arts Fund DONOR-ADVISED FUNDS Allow donors to be actively involved in recommending grants Anonymous Donor-Advised Fund Ashland Inc. Advised Fund **Ashland Rotary Club Endowment Fund Audy and Laura Perry Endowment Fund The Bank One Fund Benjamin T. Cooksey Endowment Fund Boulevard Renaissance Fund Boylin Family Endowment Fund Ceredo-Kenova Rotary Projects Fund The Chellgren #2 Advised Fund The Chellgren Family Fund City National Bank Donor-Advised Endowment Fund Cory Cheshire Sunshine for Troubled Youth Fund Donald H. Putnam, Jr. Donor-Advised Fund Earl and Nancy Heiner Donor-Advised Fund Earleen Heiner and Robert W. Agee Donor-Advised Fund Erland P., Jr. and Ellen M. Stevens Fund Douglas W. and Joyce S. Ey Donor-Advised Fund GAIN Fund Greenup County Green Fund Griffith Family Fund H. Truman Chafin Family Charitable Fund I.H.N. Fund John and Margaret Woods Fund

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TRISTATEFOUNDATION.ORG

James and Elizabeth Hoffman Fund Kenneth E. and Barbara P. Guyer Donor-Advised Fund **King Family Fund Lawrence County Civic Club Literacy Committee Fund Marathon Ashland Petroleum Donor-Advised Fund Mary H. and J. Churchill Hodges Donor-Advised Fund **Miller-Porter Good Neighbor Fund Neal and Wiseman Endowment Fund Donald H. Putnam, Jr. Donor-Advised Endowment Fund R. Bernard Dickinson Rotary Club of Huntington Endowment Fund Sheils Family Endowment Fund Michael D. and Anjanette R. Stautberg Endowment Fund Strother Family Charitable Fund The Howard and Jane W. VanAntwerp, III Donor-Advised Fund The Malcolm and Wilma Jones Fund The Whitley Fund William P. Emrick Donor-Advised Fund Woodlands Endowment Fund Zitter Family Advised Fund RESTRICTED FUNDS/FIELD-OF-INTEREST FUNDS Support specific organizations/projects/geographical areas Artists in Concert Endowment Fund Ashland Beautification Fund Ashland Boyd County Dog Park Fund Ashland Child Development Center Endowment Fund Ashland High School Class of 1960 PAC Youth Education Fund Ashland Inc. Retirees’ Volunteer Center Fund Ashland Plaza Hotel Fund Ashland Tennis Center Endowment Fund Boyd County Animal Control Center Endowment Fund Buford Chapter DAR Cabin Fund **Carter County Community Fund Carter County Endowment Fund City of Huntington Beautification Fund City of Huntington Graffiti Removal/Streetscape Beautification Fund City of Kenova Fund C - K Alumni Band Building Fund The Coat Fund D. Sterling Diddle Endowment Fund (FBO Switzer-Wallace Plaza) Doctors Care of Cabell County Endowment Fund Dreamland Pool Fund Eastern Kentucky Fair Fund Emma Edith Arundel Endowment Fund (FBO Lawrence County, OH, Humane Society) Elizabeth Johnson Concert Fund Elliott County Endowment Fund Garmestani Pugh Fund Georgia Blazer Norris Educational Endowment Fund (FBO Ashland Area Schools) Governor Cecil Underwood Endowment Fund The Greater Huntington Beautification Endowment Fund Greater Huntington Park & Recreation District Fund Greater Huntington Park & Recreation District Chuck Ripper Trail Fund Greater Huntington Park & Recreation District Healing Field/ Bell Tower Fund Greater Huntington Park & Recreation District Huntington PetSafe Dog Park Fund

Greater Huntington Park & Recreation District Tennis Center Fund **Huntington in Bloom Fund Jane Anne Alban Memorial Endowment Fund John E. “Jack” Jenkins, Jr. Memorial Fund Jennie K. Humphrey Huntington City Mission Camp Fund Junior League of Huntington Ritter Park Island Playground Fund Junior League of Huntington Ritter Park Island Playground Endowment Fund Larry Rogers Memorial Fund (FBO Carter Christian Academy) Leadership Tri-State Endowment Fund Lewis County Endowment Fund The Mansbach Foundation Endowment Fund Mary Southworth Henry Fund (FBO Central Christian Church [OH], First Presbyterian Church [OH] and Smith Memorial Church [WV]) James L. McClelland Park Preservation Endowment Fund McConnell-Chinn House Endowment Fund M. F. Field Fund **Miller School Park Fund Mingo County Endowment Fund Morning Has Broken Endowment Fund The Music Appreciation Fund PAC Endow KY Endowment Fund **Paramount Arts Center Endowment Fund **Paramount Arts Center Program Endowment Fund Paramount Arts Center Restricted Maintenance Endowment Fund Parks and Memorials Floral Fund **Pep the Band Fund Pet Betterment Endowment Fund Playground 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 Fund River Cities Roundtable Fund Roger L. Jackson Maintenance Endowment Fund (FBO Greater Huntington Park & Recreation District) St. Clair Endowment Fund St. Clair Family Charitable Fund **Kathy Timmons Setterman Education Fund The Maudella Taylor Fund Tri-State Area Council, Boy Scouts of America Endowment Fund Urban Forestry Advisory Committee of the City of Huntington Fund Williamson (WV) Community Fund **Women’s Education (WE) Fund **Women’s Education (WE) Endowment Fund Wonderland Playground Fund (City of Kenova) SCHOLARSHIP FUNDS Provide educational support to students AK Steel Foundation Self-Reliance Scholarship Fund Larry and Mary Ann Akers Scholarship Fund Amy Herrick Fund Anne and John Ward Memorial Scholarship Fund Ashland High School Class of 1939 Scholarship Fund Ashland Women’s Club Scholarship Fund Billie B. Little Scholarship Fund Billy Gammon Memorial Scholarship Fund Brent David Shattles Memorial Scholarship Fund The Courtney Thomas Scholarship Fund

Craig Thompson Memorial Scholarship Fund Dick Griffith Memorial Scholarship Fund Gornall Viking Scholarship Funds: The Lowell and Dorothy Gornall Viking I Scholarship Fund The Lowell, Dorothy, John and Susan Gornall Viking III Scholarship Fund Huntington Steel & Supply Company Scholarship Fund Ironton Area Kiwanis Club Scholarship Fund James A. Anderson, Jr. Scholarship Fund Jamie Sue Barker Memorial Scholarship Fund Jane McConnell Memorial Scholarship Fund Janet Nunley Memorial Scholarship Fund Judith Paige Johnson Memorial Scholarship Fund Kentucky Migrant Education Scholarship Fund Lacey Parnell Memorial Scholarship Fund Lawrence County (KY) Goodwill Scholarship Fund Lisa Price Memorial Scholarship Fund LP-JOMAR Fund Marshall University Chemistry Undergraduate Laboratory Initiative Fund **Marshall University Physics & Physical Sciences Scholarship Fund Matthews Family Scholarship Fund Michael David Daniels Scholarship Fund Mr. and Mrs. Kenneth E. (Hazel) Guyer Scholarship Fund Oren and Patty Justice Scholarship Fund Representative Don Farley Memorial Scholarship Fund Robert Yancey Scholarship Fund Roy Epperson/Ralph Leach/James Rice Memorial Scholarship Fund Sam L. and Mollie Gatrell Scholarship Fund Shane Paul Davidson Scholarship Fund Ward and Irene Patton Fund UNRESTRICTED FUNDS/FIELD-OF-INTEREST FUNDS Support our operations and competitive grants program 21st Century Endowment Funds The Arch Coal Fund Linda L. and Gene Ball Fund Bank of Ashland Fund The Boyd County Fund The Chellgren Fund John R. and Donna S. Hall Fund The G. B. Johnson, Jr. Fund The Luellen Fund The Mansbach Fund The McCowan Fund The Putnam Agency Fund The Third National Bank Fund West Virginia Neighborhood Investment Program Endowment Fund SUPPORTING ORGANIZATIONS James H. Harless Supporting Organization Spriggs 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 POSITION

For 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

$

559,043

Net Assets Unrestricted $ 840,366 $ Temporarily restricted 8,743,295 Permanently restricted 9,058,184

922,649 6,382,149 8,919,813

Total Net Assets Total Liabilities and Net Assets

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TRISTATEFOUNDATION.ORG

$

567,152

$ 18,641,845

$

16,224,611

$ 19,208,997

$

16,783,654

STATEMENT OF ACTIVITIES

For Years Ended December 31, 2012 and 2013

Temporarily Restricted

Unrestricted

2013 Permanently Restricted

2012 Total

Total

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

Expenses Grants and awards $ 633,543 $ Program activities 193,367 Depreciation 5,185 Management and administrative 404,327 Fundraising 61,845 Total Expenses

$ 1,298,267

$ 2,463,560

633,543 $ 193,367 5,185 404,327 61,845

$ 1,298,267

545,406 254,520 6,286 346,788 55,091

$ 1,208,091

Change in Net Assets

(82,283) 2,361,146

Net Assets, Beginning of Year

922,649 6,382,149 8,919,813 16,224,611 14,852,357

Prior period adjustment Net Assets, End of Year

—

$ 840,366

138,371 2,417,234

—

$ 8,743,295

—

$ 9,058,184

—

$18,641,845

1,255,469

116,785

$ 16,224,611

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

Do you wish to be

anonymous? We honor the

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

18

PO Box 2096 Ashland, KY 41105-2096

NON-PROFIT US POSTAGE PAID ASHLAND, KY PERMIT # 54

RETURN SERVICE REQUESTED

.O

RG

Ashland 855 Central Avenue | Suite 300 PO Box 2096 | Ashland, KY 41105-2096 (606) 324-3888 phone | (606) 324-5961 fax

TR

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Huntington 916 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

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