Tucker Community Endowment Foundation

Tucker Community Endowment Foundation

Serving communities withinBarbour, Grant, Pocahontas, Preston, Randolph and Tucker counties

Table of ContentsWelcome President’s Greeting.............................................................. 2

Mission Statement………………….....………….……...... 2 How To Give The 3 D’s of Social Investing …... …………………….….. 3

How To Receive How to Apply for Scholarship and Grant Awards……..….... 4

Endowed Fund Activity Endowed Scholarship Funds - Distribution Details ……...... 5 2007 Scholarship Awards…………………………………... 6 - 7 Endowed Grant Funds - Distribution Details……………… 8 - 9 2007 Grant Awards…………………………….………….... 10 - 13 Legacies at Work William & Louise Harman…………………..……………... 14 Kep & Alice Smith …….…………………………………... 15 The Year in Review 2007 Donors………………………………………………... 16 - 17 In Memory…………………………………………………. 17 Uncle Sam’s Birthday Party………………………………... 18 - 19 Run For It..…………………………………………………..20 - 21 Planned Giving…………………………………………….. 22 Financial Report……………………………………………. 23 Membership 2007 Board of Directors Contact Information……………….……………………….. 24 The information contained in this publication refl ects activity beginning

January 1, 2007 through December 31, 2007.

TUCKER COMMUNITY ENDOWMENT FOUNDATIONMISSION STATEMENT

Our mission is to build a permanent pool of endowed funds to serve the broad charitable needs of our community, to manage these funds responsibly, and to use them effi ciently in responding to our community’s changing needs and opportunities.2 tuckerfoundation.net

PRESIDENT’S LETTERDear Friends,

Serving for a second year as President of the Tucker Community Endowment Foundation has been a privilege and an honor.

I am fortunate to serve under the oversight of an exemplary Board of Directors whose reputation for leadership and community service is second to none, and a staff whose professional expertise and personal commitment to philanthropy would be the envy of any organization.

What an amazing and action packed year for the Foundation! With the addition of the Kep and Alice Smith Trust, the continued growth of our other endowments, and pass-through donations made by generous donors, we were able to award 49 scholarships for a total of $67,100, and over $180,000 in grants.

The Foundation also sponsored a new community event, Run For It. This exciting event attracted more than 300 participants and generated over $32,000 for community organizations. We plan to make this an annual event.

Combining the $424,000 that was awarded from the William M. Harman Fund with the above totals, the Foundation provided over $800,000 to the communities we serve.

Families, businesses, and individuals have made a lasting impact through the charitable funds established with us and through the gifts received over the years. By pooling these funds and gifts it enables us to effi ciently support and act in response to our community’s changing needs and opportunities.

As I refl ect on this past year, I see how fortunate we are to do the work we do. We are grateful to our donors and our community’s faith and trust. Your benevolence and desire to make a difference are the qualities that exemplify the very best of community!

Winston Churchill once said, “We make a living by what we get; we make a life by what we give.” The Foundation can provide the framework for long term giving that will infl uence the life of the giver and the life of the receiver.

My sincere hope is that you will continue to support the endeavors of the Tucker Community Endowment Foundation. You can learn more about the Foundation and our activities by reading this report, visiting our website at tuckerfoundation.net, or by visiting our offi ce in Parsons. Each of you can make a difference in your community!

Kind Regards,Diane T. Beall, President

tuckerfoundation.net 3

THE POWER OF GIVINGYOU DONATE . . . WE’LL DISTRIBUTE

DECIDE

Decide what purpose you want your donation to serve. You can donate to a specifi c area of interest, for example: arts, recreation, health, youth, education/scholarship, historic preservation, or you can choose to give to general charitable purposes. Unrestricted gifts allow for maximum fl exibility in awarding the money where it is most needed. Donations may be made in honor or in memory of friends and family. All donations to the Foundation are tax deductible.

DONATE

The simplest way to make a gift to the Foundation, either to an existing Endowed Fund or to create a new fund is with cash. Donations in any amount are accepted. Make checks payable to TCEF and mail to the Foundation offi ce at P.O. Box 491, Parsons, WV 26287.

Starting your own Endowed Fund allows you to name your fund and determine the distribution guidelines. Endowed Funds can be initiated in less than an hour. Call the Foundation offi ce for assistance or visit the Endowed Fund link at tuckerfoundation.net.

Donations to Tucker Community Foundation are invested for growth and income. The income generated is distributed in the form of grant and scholarship awards allowing the original donation to grow for perpetuity.

The Foundation also accepts gifts of appreciated securities, life insurance, bequests, and other assets (real estate, jewelry, etc.), subject to review.

DISTRIBUTE

The Foundation distributes scholarship and grant awards annually. Awards are generally based on a competitive application process. Pass through donations allow for direct distribution to the named charitable recipient(s).

$- $50,000 $100,000 $150,000

2007 DONATIONS

Endowed Funds

Pass Throughs

Run For It

Uncle Sam's BirthdayParty

Endowed Fund Donations by Area of Interest

Scholarship

Health

Youth and Recreation

Historic Preservation

Social Investment

Unrestricted

4 tuckerfoundation.net

HOW TO RECEIVEApplying for Scholarship or Grant Awards

SCHOLARSHIPSScholarship applications are available each year after Feb. 1. Applications are available on-line at tuckerfoundation.net, at the Foundation offi ce in Parsons, and at high schools within the Foundation service area.

The deadline for all scholarship applications is the fi rst Friday in April. Applications being mailed must be postmarked by that date.

The Foundation offers a wide variety of scholarship awards. To see a current list of scholarship awards visit the Foundation website or call the offi ce. High school, college and non-traditional students are encouraged to apply. Scholarships are also available for students wanting to attend a trade or vocational school. K-12 students attending a Christian elementary, middle, or high school are also eligible.

In addition to the Endowed Scholarship Funds of TCEF, unrestricted scholarship funds allow for additional distributions to qualifi ed students anywhere within the TCEF service area.

GRANTSThe Foundation awards grants to community organizations within its six county service area.

Grant applications are available on-line and at the Foundation offi ce each year after August 1. The deadline for submitting a grant application is the third Friday in September. Applications being mailed must be postmarked by that date.

To view a current list of grant funds, visit the Grants link on the Foundation website. TCEF encourages grant projects that serve the arts, environment, recreation, health, youth, education, historic preservation, senior citizens or general social and community investment. Special projects and innovative programs are considered on a case by case basis.

The Foundation staff is available to assist applicants. Call the Foundation offi ce to schedule an appointment.

The WV Children’s Vision Rehab Program received support from unrestricted funds of TCEF.

Tygart Valley High School, Class of ‘07, TCEF Scholarship Recipients


Endowed Scholarship Funds Purpose

DONATED PRINCIPAL

VALUE AS OF 12/31/2007

Harry & Elizabeth Boyce Scholarship TCHS seniors to further their education S 19,225Enos, Delbert H. & Shirley Carr Scholarship WVU, Marshall, or D&E College students S 22,140Rebecca Ann Chenoweth Memorial Scholarship Fund TCHS students attending a WV College S 59,858Forrest G. Clark Scholarship Fund TCHS students $ 6,000Herbert W. Clarkson Scholarship Fund TCHS senior to attend a WV college $ 21,572Fraternal Order of Eagles Scholarship Fund Family member of Davis FOE member $ 13,250

Margaret Ann & James A. Grafton Fund Tucker or Barbour counties students entering nursing or occupational safety $ 8,660

Walter & Mary Shaffer Helmick Scholarship TCHS graduate going to a college or trade school $ 7,194

W. Denzel & Ernestine A. Kee Scholarship Fund College bound students from Hambleton, Hendricks, or Parsons $ 9,750

P.L. & Elizabeth Cook Milkint Scholarship Fund Tucker or Preston county graduate $ 133,650Dr. Mary Alice Klein Scholarship Fund Education major - bachelor’s, master’s or doctorate $ 13,900Madeline R. & Lester R. Miller Scholarship Tucker or Petersburg High School graduate $ 5,800R. William. Minear, Jr. Memorial Scholarship Fund College students planning a career in education $ 11,012The Orr Family Fund TCHS senior or older student attending college $ 20,000

Parsons High School Alumni Scholarship Fund Graduating seniors who are descendantsof PHS Alumni $ 30,160

H. Max Price Scholarship Fund Traditional or non-traditional students attending a trade school $ 35,902

Roberts/Villalobos Millennium Scholarship Fund TCHS Graduate with leadership potential $ 7,581Lindsey & Addie Reed Scholarship Fund WVU undergraduate agricultural students $ 25,224Harold & Ruth Shaffer Scholarship Fund TCHS students attending a WV college $ 20,300

Michael Shahan Scholarship College students from St. George, Clover, or Licking districts $ 22,740

Martha C. Sponaugle Scholarship TCHS graduating senior $ 7,200

Joseph R. Steffl Scholarship Seniors from Pocahontas & Randolph counties interested in medicine or conservation $ 19,882

George W. & Marjorie H. Walburn Memorial Fund Tucker County residents interested in studying business administration or teaching geography $ 11,077

Scholarship awards are distributed after the annual Board of Directors’ meeting held each May. Scholarship awards are made possible by the generosity of donors contributing to the Directors’ General Fund of TCEF as well as donors who contribute to existing Endowed Scholarship Funds managed by TCEF. The following Endowed Funds have been established by donors wishing to create a perpetual funding source. More than $67,000 was distributed to area students as a result of the 2007 Scholarship Awards.

ENDOWED SCHOLARSHIP


2007 SCHOLARSHIP AWARDSRecipient County Award Scholarship SourceSarah Adkins Tucker $1,000 Walter & Mary Helmick Scholarship Fund

Alisha Baker Tucker $500 Mountaineer Wind Energy Center*

Christina Barnett Barbour $1,000 TCEF General Scholarship

Danielle Barkely Tucker $2,000 Mountaineer Wind Energy Center*

Brittney Betler Tucker $750 Harold & Ruth Shaffer Scholarship

Rebecca Bonner Tucker $500 Mountaineer Wind Energy Center*

Joseph Bunner Tucker $200 Gary Wilson Scholarship

Lydia Bunner Tucker $200 Gary Wilson Scholarship

Michael Bunner Tucker $300 Gary Wilson Scholarship

Uriah Bunner Tucker $300 Gary Wilson Scholarship

Sabrina Catlett Preston $1,000 Mountaineer Wind Energy Center*

Kimberly Clevenger Tucker $1,000 Davis FOE Scholarship

Amy Coleman Pocahontas $750 Joseph Steffl Scholarship

Nathan Davis Preston $1,000 TCEF General Scholarship

Joshua Eye Tucker $1,000 George & Marjorie Walburn Scholarship

Kelly Falls Tucker $1,000 Roberts & Villalobos Millennium Scholarship

Adam Freeman Tucker $1,000 Madeline Miller Scholarship

Samantha Galloway Preston $1,000 R.W. Minear Jr. Scholarship

Stacy Graham Preston $500 Mountaineer Wind Energy Center*

Jesse Hedrick Tucker $750 Herbert W. Clarkson Scholarship

Lacey Hedrick Tucker $8,000 Kep & Alice Smith Trust Scholarship

Timothy Huguenin Tucker $2,000 Mountaineer Wind Energy Center*

Rebecca King Tucker $1,000 Harry & Elizabeth Boyce Scholarship

Jolinda McNeill Preston $1,000 Mountaineer Wind Energy Center*

Ryan Michaels Tucker $1,000 Gosa Family Scholarship*

Ryan Miller Tucker $1,000 Martha C. Sponaugle Scholarship

Megan Moore Tucker $1,000 Parsons High School Alumni Scholarship

Leca Nestor Tucker $1,000 Enos, Delbert, & Shirly Carr Scholarship

Holli Owens Tucker $1,000 Forrest Clark Scholarship

Jessica Poe Preston $500 TCEF General Scholarship

Daniell Repass Randolph $500 TCEF General Scholarship

Sierra Repass Randolph $500 TCEF General Scholarship

Emily Roberts Tucker $1,000 Michael Shahan Scholarship

Ryan Rosenau Tucker $2,000 TCEF General Scholarship

Kelly Roidt Randolph $500 TCEF General Scholarship

Emily Shaffer Tucker $8,000 Kep & Alice Smith Trust Scholarship

Hannah Shaffer Tucker $1,000 W. Denzil & Ernestine Kee Scholarship

Michael Shaffer Tucker $1,000 TCEF General Scholarship

Megan Shoemaker Randolph $750 Herbert W. Clarkson Scholarship

Ericka Smith Tucker $2,000 Rebecca Anne Chenoweth Scholarship

Kandice Sponaugle Tucker $1,000 Margaret & James Grafton Scholarship

Lucy Swecker Randolph $1,000 Dr. Mary Alice Klein Scholarship

Sarah Smith Roberts Tucker $2,000 Mountaineer Wind Energy Scholarship*

Lindsay Thornhill Randolph $750 Joseph Steffl Scholarship

Ben VanDerBerg Tucker $750 Harold & Ruth Shaffer Scholarship

Meagan Waller NA $2000 H. Max Price Scholarship

Rachel Wayne Pocahontas $2,000 TCEF General Scholarship

Ryan Weese Grant $1,000 TCEF General Scholarship

Lucas White Preston $5,100 P.L. & Elizabeth Cook Milkint

Kayla Wolford Tucker $1,000 Orr Family Scholarship

Total $67,100 * Pass Through


Sarah Adkins Alisha Baker Christina Barnett Danielle Barkely Brittney Betler Rebecca Bonner Joseph Bunner Lydia Bunner

Michael Bunner Uriah Bunner Sabrina Catlett Kimberly Clevenger Amy Coleman Nathan Davis Joshua Eye Kelly Falls

Adam Freeman Samantha Galloway Stacy Graham Jesse Hedrick Lacey Hedrick Timothy Huguenin Rebecca King Ryan Michaels

Ryan Miller Megan Moore Leca Nestor Holli Ownes Jessica Poe Daniell Repass Sierra Repass Emily Roberts

Ryan Rosenau Kelly Roidt Emily Shaffer Hannah Shaffer Michael Shaffer Megan Shoemaker Ericka Smith Sarah Smith Roberts

Kandice Sponaugle Lucy Swecker Lindsay Thornhill Ben VanDerBerg Meagan Waller Rachel Wayne Ryan Weese Kayla Wolford

“. . . I am putting my scholarship to good use. Thank you so much. I couldn’t have done it without the help of this generous Foundation.”

Luke White, Yale University – class of 2011

“I would just like to thank you for your support in furthering my education. My fi rst semester at Bucknell University has been a challenging and most worthwhile experience. My Organic professor has asked me to join his research team working on polymer synthesis.”

Jolinda McNeill 2007 Scholarship recipientLucas White Jolinda McNeill

SCHOLARSHIP AWARDS


Endowed Grant FundsOur donors generously support a variety of issues throughout our service area by contributing to, or establishing Endowed Funds. Donors who establish an Endowed Fund are allowed to name the fund and the distribution criteria. For more information about Endowed Funds, visit the Endowed Fund link at www.tuckerfoundation.net.

AREA OF INTEREST PURPOSE

DONATED PRINCIPLE AS OF

12/31/2007ARTSFred T. Busk Fund Arts education $ 7,975Margaret Kump Roberts Fund Augusta Heritage Festival $ 20,736Carl DelSignore Fund Creative Arts $ 38,113RECREATIONRubenstein/Schilansky Fund Recreation, Thomas & Davis Area $ 6,725National Bank of Davis Fund Recreational projects in the Town of Davis $ 5,630HEALTHDonaldson -- Cory Fund Canaan Valley EMS $ 8,600Capt. Karl Patrick YoungbloodMemorial Fund EMS training $ 6,340

James D. Jordan Fund Canaan Valley & Harman EMS $ 8,881

Shaffer Mt. Hospice Fund Mt. Hospice Inc. $ 20,150YOUTHThomas P. Patrick, DDS Fund Boy Scout Troop 96 $ 65,985Falling Green Fund Equestrian youth programs, 4-H, youth organizations $ 114,450E. Kepler and Alice D. Smith Fund Various youth and community organizations $ 5,075P.J. Zickefoose Fund Skiing opportunities for youth $ 10,070Ohio-WV YMCA Camp Horseshoe Fund Ohio-WV YMCA $ 19,512Kiwanis Club/J. Kenton Lambert Fund Community youth projects $ 23,730EDUCATIONJohn P. & Sarah C. Swartz Fund Music education in Tucker County Schools $ 23,730George & Marjorie H. WalburnMemorial Fund K-12 Geography course work $ 11,077

HISTORIC PRESERVATIONBright’s Chapel Cemetery Cemetery preservation & beautifi cation $ 7,135Buena Chapel Cemetery Cemetery preservation & beautifi cation $ 5,916Leadmine Cemetery Cemetery preservation & beautifi cation $ 6,010McNeeley Cemetery Cemetery preservation & beautifi cation $ 17,990Davis Cemetery Cemetery preservation & beautifi cation $ 55,360Utterback Family Fund Cotrill Opera House $ 5,400

People, parks, and projects benefi t from annual Grant Awards.

The Reading First Program aids young students

Davis Riverfront Park Parsons Railroad Depot


AREA OF INTEREST PURPOSE

DONATED PRINCIPAL AS OF

12/31/2007SENIOR CITIZENSGrant County Senior Citizen Fund Grant County Senior Citizen Center $ 10,500SOCIAL INVESTMENT

Louise Harman Fund Parsons Cemetery, parks and/or Five Rivers Public Library $ 28,355

James & Louise Cooper Family Fund Blackwater Ministerial Association to aid the needy $ 14,340William M. Harman Memorial Fund Parsons Cemetery, parks, library & citizens $ 15,482,077Richard & Mary R. Harr Fund Beuna Chapel United Methodist Church $ 5,100McClain Fund Five Rivers Library in Parsons $ 10,341John Pill/Mt. Top Library Fund Mt. Top Library in Thomas $ 5,845Old Ridge Runner Fund TCEF Operations $ 11,563Nan Parsons Presbyterian Church Fund Perpetual funding for Parsons Presbyterian Church $ 5,907C.W. Pell Fund Construction and maintenance of a park in Davis $ 8,712John, Kathleen & Sharon Syrian/Donald Goss Fund

Public parks, gardens & beautifi cation, Warm the Children $ 5,681

Denver & Ethel R. Smith Memorial Fund St. Paul’s United Methodist Church $ 5,000Valentine Family Fund Parsons Presbyterian Church $ 107,306Woody F. Nestor Memorial Fund Needy of Tucker County $ 6,403Thompson Family Fund Needy of Davis/Canaan Valley $ 10,255Tucker County Veterans’ Memorial Fund Maintenance of Veterans’ Memorial in Parsons $ 6,900

Sarah Thompson Kaemmerling Fund Charitable, educational or scientifi c activitiesfor Davis, Thomas, Canaan Valley area $ 137,043

George & Mariwyn Smith Fund General charitable purposes $ 10,055UNRESTRICTEDCitizens National Bank Fund Unrestricted $ 5,300Directors’ General Fund Unrestricted $ 40,648R.W. & Sarah Minear Fund Unrestricted $ 10,428Mountain Valley Bank Fund Unrestricted $ 5,500H. Dailey & Belva Shaffer Martin Fund Unrestricted $ 5,000

Endowed Grant Funds

Tucker County Connections programs were partially funded with TCEF grant monies.


GRANT AWARDS

Grant RecipientCounties Served

Grant Amount Funding Source

Grant County Senior Citizens’ Center Grant $ 100 Grant County Senior Citizen FundMt. Top Food Pantry Grant $ 2,000 Unrestricted FundsAugusta Heritage Randolph $ 600 Margaret Kump Roberts FundDry Fork Recreation Center Randolph $ 1,000 Unrestricted FundsHarman EMS Randolph $ 250 Jordan FundThe Old Brick Playhouse Randolph $ 1,100 Busk Fund and DelSignore FundAlpine Heritage Tucker $ 150 Utterback FundBlackwater Ministerial Association Tucker $ 650 Cooper Family Fund and Thompson Family FundBoy Scout Troop 96 Tucker $ 1,800 Thomas P. Patrick, DDS FundBright’s Chapel Cemetery Tucker $ 150 Bright’s Chapel Cemetery FundBuena Chapel Cemetery Tucker $ 150 Buena Chapel Cemetery FundBuena Chapel Church Tucker $ 100 Richard & Mary Raines Harr FundCanaan Valley EMS Tucker $ 200 Donaldson - Cory Fund

Davis Parks & Recreation Tucker $ 1,150 Syrian/Goss Fund, National Bank of Davis Fund,Pell Fund, and Rubenstein/Schilansky Fund

Five Rivers Public Library Tucker $ 950 McClain Fund and Louise Harman FundMt. Top Library Tucker $ 150 John Pill/Mt. Top Library FundParsons Girl Scouts Tucker $ 550 Unrestricted FundsParsons Ministerial Association Tucker $ 1,100 Woody Nestor Fund and Unrestricted FundsParsons Railroad Depot Tucker $ 300 George & Mariwyn Smith FundReading First, Tucker County Tucker $ 2,550 Unrestricted FundsTCHS golf team Tucker $ 500 Unrestricted FundsTCHS for science education Tucker $ 700 Unrestricted FundsThe Wellness Center Tucker $ 6,120 Pass Through funds from various private donors Tucker County 4-H JETS Tucker $ 3,000 Falling Green Fund

Tucker County Connections Tucker $ 4,800 Kaemmerling Fund, Kep and Alice Smith Fund and Unrestricted Funds

Tucker County EMS Tucker $ 150 Youngblood Memorial FundTucker County High School softball team Tucker $ 500 Unrestricted FundsTucker County Historical Society Tucker $ 500 McNeely Cemetery FundTucker County School Nurses Tucker $ 250 Unrestricted FundsTucker County Schools ski activities Tucker $ 100 P.J. Zickefoose FundTucker County Schools / BOE Tucker $ 71,331 Mountaineer Wind Energy Center Pass ThroughTucker County Senior Citizens Inc. Tucker $ 2,500 Directors’ General Fund and Unrestricted FundTucker County Veterans’ Association Tucker $ 200 Veterans’ Memorial Fund

Tucker Valley Elementary Middle School Tucker $ 1,500 Citizens National Bank, Mountain Valley Bank,Minear Fund and Unrestricted Funds

Mountain Hospice Various $ 500 Shaffer Hospice FundTCEF Operations Various $ 150 Old Ridge Runner FundWVU Foundation Inc./Vision Rehab Project Various $ 2,000 Unrestricted FundsWVU Davis School of Agriculture Various $ 800 Reed Scholarship Fund

Total $ 110,601


Your Donations …Making a DifferenceDonations support a variety of interests that include, but are not limited to,

the arts, education, recreation, health, youth, senior citizens, historic preservation,and general social investment and charitable causes.

Featured below are a sampling of 2007 grant awards at work:

ARTS

The Old Brick Playhouse Theater, located in Elkins, was supported in part by Foundation grant funds. Pictured are students performing in Around the World in Eighty Days. Theater apprentices are given additional assistance with the college application and scholarship process.

Education

Grant awards supported the Accelerated Reader and the Reading First Programs. The Accelerated Reading Program allows students to progress on their own level. The Reading First Program is a comprehensive reading curriculum.


RecreationRecreation

The Davis Riverfront Park received funds from several Endowed Funds of TCEF for trail upgrades.

healthhealth

A nursing student used a grant award to fund a H.E.L.P. for Tots program. The program taught young children about healthy eating habits and the importance of physical exercise.

YouthYouth

The 4-H Junior Equestrian Team (JETS) traveled to Pittsburgh to see the world famous Lipizzaner Stallions perform.

A local Girl Scout Troop was able to purchase uniforms, patches, pins and handbooks.


senior Citizenssenior Citizens

Many Grant County residents enjoy bingo and exercise classes at their local Senior Citizen Center. The Grant County Senior Citizen Fund provides perpetual funding for the Petersburg center.

Historic PReservationHistoric PReservation

General Social InvestmentGeneral Social Investment

The Historic Cotrill Opera House in Thomas receives annual grants from the Utterback Family Fund.

A local food pantry received help from the Cooper Family Fund and the Thompson Family Fund. Grants from those funds are issued to Blackwater Ministerial Association to be used for charitable purposes.


HARMAN FUNDSThe late William and Louise Harman will forever be remembered for their amazing gifts to the place they called home. The City of Parsons receives annual distributions from two Endowed Funds established by the Harmans. The Louise Harman Fund was established in 1992. The William M. Harman Fund was established in 2003. Both funds benefi t Parsons City Cemetery, Five Rivers Public Library, Mill Race and River City Parks. His Fund includes “for the general good of the citizens of Parsons”.

William Harman Fund Distributions since 2002

Parsons Cemetery $ 337,596Parks in Parsons $ 246,826Five Rivers Library $ 272,784To Benefi t the citizens of Parsons $ 623,157Total $ 1,480,363

The City of Parsons was able to purchase a dump truck with money from the William Harman Fund. The fund has supported a variety of city projects that benefi t residents and visitors alike.

The legacy they have created through these funds will have a signifi cant, lasting effect on the quality of life enjoyed by so many here in the heart of Tucker County.

Since 1992, combined distributions from the William and the Louise Harman Funds of TCEF have exceeded $1,490,363.

Five Rivers Library

Parsons Cemetery

Parks in Parsons

To benefit thecitizens of Parsons


KEP AND ALICE SMITH TRUSTThe legacy of Elliot Kepler “Kep” Smith (7/29/1914 – 7/29/1998) and his wife Alice Mae Degler Smith (9/15/1919 - 7/23/2006) lives on through their magnanimous bequest to the Tucker Community Endowment Foundation. Natives of Tucker County, and residents of Parsons, this couple was well known and highly respected throughout the area.

The Smiths’ bequeathed the income earned from one half of their large estate to the Foundation. Although the funds generated from the trust are unrestricted, the Foundation has been diligent in honoring projects and causes identifi ed in a fi nal letter from Mrs. Smith.

In 2007, over $88,000 was distributed from the Smith Trust income to the following entities:

Tucker County 4-H for camp expenses and scholarships• Salvation Army activities in Tucker County• WV Public Television & Radio• Five Rivers Public Library• Mt. Top Library• Tucker County Emergency Medical Squads• Tucker County Historical Society• Tucker County Board of Education for the purchase of Electronic White Boards• Thomas Park Board• Support for developmental efforts of TCEF - Run For It, training and equipment• Tucker County Commission for emergency generators at community evacuation centers•

For those lucky enough to have known the Smiths, their memories are indelible. With this Trust, Kep and Alice’s vision and love of community will be experienced and remembered for generations to come.

Five Rivers Library received a new front desk which was designed & built in Parsons

Electronic white boards help students and teachers alike.

New training equipment benefi ts the Tucker County EMS.


2007 DONORSBOYCE SCHOLARSHIP FUNDHarry & Liz BoyceChristopher & Hilary BoyceScott & Diane Hinkle

BUENA CHAPEL CEMETERY FUNDJuanita Linkous

BUSK FUNDDebby McHenry

C.W. PELL FUNDJoann & Marlin MuellerCharles & Jane PellFriends of CANHLester & Barbara HinkleScott & Diane Hinkle

COOPER FAMILY FUNDBlackwater Ministerial Association TeamJim & Loretta CooperMichael & Susan Wingfi eldGeorge & Mariwyn SmithScott & Diane Hinkle

DAVIS CEMETERY FUNDThelma DillonMildred TurekEdward & Rosalie ArharMae PopishRandall & Margie ReedKimberly LawsonCarol & John FridyMargaret & Walter SmigalVictor & Ruth UjcicWalter Raese & Mary MoroneyRobert & Hilda SmithWayne & Betty SpiggleCurtis & Patricia ThompsonGeorge & Mariwyn SmithJohn & Louise HarmanRuth SchumannCharles & Jane PellCaroline Pell & FamilyErnest & Marion ArharPaul Meyer EstateGordon Roy

DIRECTORS’ GENERAL FUNDCarl Del Signore FoundationMary Frances Evans Colleen LaneGregg & Beverly GormanAlbert & Sondra HessMisc. Run For It participantsHonora & William JaffePaula HallbergMichael & Kathleen Dulisse

DR. MARY ALICE KLEIN FUNDJennifer KleinFrank & Shirley PerozzielloRobert J. Klein

F.O.E. SCHOLARSHIP FUNDDavis #936 Fraternal Order of Eagles

FALLING GREEN FUNDMarcia LemonFred MaierMarion GoodyearMark Ford & Jane RodrigueScott & Diane HinkleMike & Barbara McInerneyRidge Runners Team

GEORGE & MARIWYN SMITH FUNDGeorge & Mariwyn SmithScott & Diane Hinkle

HELMICK SCHOLARSHIP FUNDHelmick Reunion

JAMES JORDAN FUNDEmily JonesDewey & Estelle Rice

KEE SCHOLARSHIP FUNDJohn Kee

LEADMINE CEMETERY FUNDAlston & Patricia Helmick

GRAFTON FUNDJames E. Grafton

McCLAIN FUNDMcClain Printing CompanyElizabeth Bennett Denton

MILLENNIUM FUNDTeam Millennium

MT. TOP LIBRARY FUNDFred & Marguerite Dorsey

NATIONAL BANK OF DAVIS FUNDPamela Joudy

WOODY NESTOR FUNDGeorge & Mariwyn SmithJames & Priscilla FlanaganBradley & Jill BrownSt. George United Methodist WomenP.H.S. Class of 1950

OLD RIDGE RUNNER FUNDMcClain Printing Company

ORR FAMILY FUNDCarole J. Daniel

P.J. ZICKEFOOSE FUNDWilliam & Mary FisherTeam Zickefoose

THOMAS PATRICK, D.D.S. FUNDMichael & Gwen MartinScott & Diane HinkleSt. George United Methodist WomenBoy Scout Troop 96 Team

P.H.S. SCHOLARSHIP FUNDP.H.S. Alumni Association

RUBENSTEIN / SCHILANSKY FUNDShirley Leshin

SHAHAN SCHOLARSHIP FUNDMichael & Jacqueline Shahan

STEFFL SCHOLARSHIP FUNDJulie Steffl Rich & Pauline FlickJohn & Linda Steffl Rich & Shirley Steffl


PASS THROUGH DONORSJake & Pat Gosa - scholarshipMountaineer Wind Energy Center – Tucker County SchoolsTucker Wellness Center project Farrah Pommell Berlin & Louetta Sponaugle Jane Barb Riley Barb Irene Knotts John Blackburn George & Mariwyn Smith Dorothy Carr Peter Shoenfeld Team Wellness Center

NEW FUND DONORSDoug & Betty Preble – to establish the Preble Scholarship FundPriscilla & Jim Flanagan – to initiate the Billy Armstrong Fund

IN MEMORYA lifelong resident of Davis, Paul A. Meyer, left his legacy through a $50,000 bequest to the Davis Cemetery Fund of TCEF. The Davis Cemetery, located close to Paul’s home on the outskirts of Davis, served as the fi nal resting spot for his beloved wife and many of his family members. As long as he was physically able, Paul took care of the family graves himself.

It was his request that only the interest earned from his donation be spent annually for Davis Cemetery maintenance. He placed his bequest with the Tucker Community Endowment Foundation for “conservative investment”. Cemetery Preservation Funds

of the Foundation are used for the maintenance, repair, and restoration of cemeteries that are governed by a board of trustees.

In October of 2006, Margaret Fortini Siembieda initiated the Davis Cemetery Fund of TCEF. The fund grew quickly in response to a fund drive Ms. Siembieda initiated with former classmates and alumni of Davis High School. With the addition of the Meyer bequest, the Davis Cemetery Maintenance Fund of TCEF will distribute its fi rst award in the fall of 2008.

SPECIAL THANKS The Board of Directors and Foundation staff would like to thank two very special groups of donors. Uncle Sam’s Birthday Party ticket holders added over $9,000 to operating funds that benefi t grant and scholarship awards. Run For It participants and race sponsors contributed generously to a host of Endowed Funds of TCEF. In addition to the Run For It teams previously acknowledged, the following teams and their sponsors supported a variety of other community causes: Team Cougar Pride, Team Harman CEOs, Team Davis Thomas Elementary and Middle School Bears, Team Girls on the Run, Team Pioneer, Team Tucker County Connections, and Team Tucker County Trails. Match Donors that supported the event are listed on page 20.

We have made every effort to recognize all individuals, living and deceased, who have made a difference by donating to TCEF, and the communities we serve, during 2007. If we have omitted a name, please accept our sincere apologies, and notify us so that we can make the appropriate correction.

Paul A. Meyer (1922-2007)

Paul A. Meyer as a young man


Canaan RealtyRandy ReedRachel Roberts Solena RobertsKen & Faith RobinsonBill & Sylvia RosenauTR & Vidia RossKen RothschildDoug & Trina RumerDouglas RumerEllen & Ron ShafferKathy ShafferMichael ShafferStan ShaverMatt ShockleyTerry ShriverSherry SimmonsSirianni'sGeorge & Mariwyn SmithKen SmithLibby SmithSid & Louetta SponaugleChris & Kelly StadelmanCarol StarkDebbie StevensMike & Sherman StinsonJoan StorkArden SweckerTCHS Girls SoftballTeresa KeeDorothy ThompsonTimberline RealtyRobert TolleyTucker County ConnectionsRoxanne & Ray TuesingLori WallJay WallaceJim & Cece WallaceAnne WardwellEd WatsonKevin & Debbie WhiteLaVerna WhiteWash & Kaye WhiteBrandon WilfongJerry WinterDick & Martha WolfeLonnie & Sue WolfeRichard WolfeTeddy WolfeBarb Zickefoose

Nancy DotsonDavid Downs Ken D’souzaJohn DugganKaren EdwardsMatt EvansBob FanslerTom FeltonDebra FikePriscilla & Jim FlanaganAlice FleischmanSarah FletcherOra & Mary Jane FordJudge Andrew & Janet FryePamela FryeTucker GartenRuthie & Ronnie GordeukMichael GossSam & Amy GoughnourNathaniel GrantGrant County BankEd & Gracie GreenMarjorie GreenAdam GregoryMary & Bob GuglielmiBob GutshallParker HaddixLisa HahnTerra HamrickTravis & Tara HamrickDavid HansfordLeesa & Tim HarrisDick & Rose HarveyMatt HavertyJoyce & Charlie HawkinsJanie HedrickLiz HerefordLester & Barbara HinkleScott HinkleDan HockmanTad HolipskiNatalie HottJames & Debby HuberJillian HuberJim HuppKaren JacobsonMartin JeffersonBill JohnsonLisa Jones

Mark JosephDr. Don Kines Jana KinkaidPhilips KolsonMichael & Erica KraemerRon LaneveMike & Julie LeeFrank LencekNancy LesherDr. Linda LingerLoudoun ConsultingRon & Kati MachtleyHilde MarksSally MarksGwen MartinMike MartinDave & Sharon MatthewDoug MayorJim & Sally MazzellaMichael & Barbara McInerneyLeslie MehlBob MetzgerDoug & Carol MilanDavid MillerDoris & Glen MillerDoris A. MillerMiners & Merchants BankDavid MoranDr. Deborah MoweMt. Top RealtyMike MullensMutley’s DowntownIan & Elizabeth NicholsMilan NyplBud & Jane ParsonsParsons AdvocatePicket PatchCorleen & Greg PattersonJoJo & Vernon PattersonPerformance ChevyNicholas PerrinoErnis PettingerBill PhilliipsBarb & Carl PlumleyDoug & Betty PrebbleSteve & Michelle PutnamEd & Diane RaderWalt RanalliDeb Raynovich

Beth & Richard AdamsMike & Brenda AllenJoan & Larry ArmbrusterJane BarbJeff & Anita BarbRiley BarbKen & Diana BaumKatie BeallLiz BeallRonnie & Diane BeallSusan & Mitchell BeallJanette & Darren BennettMike BeswickDon BlackCathy BowmanBoy Scout Troop 96Chris & Hilary BoyceHarry & Liz BoyceDan BucherA. Wayne BuckinghamGalen BuckinghamDeby CalhounCarteret MortgageMarc & Kerri ChenowethPam & Joe ChenowethJoel ClarkMark & Nicholas ClemRhonda & Anna ClemRhonda ClemBeth ClevengerJohn CooperLoretta & Jim CooperMike CooperDanny CrownJosie CudaPaula CurranceBruce DaltonRandy DavisDavis Thomas Elementary Middle SchoolCalvin & Barb DearbornMurray & Judy DearbornDeerfi eld AssociationTrudy & Bill DefoydMary Anne DelucaRenee DiBaccoMartin DiPettaMark DoakFred E. Dorsey

UNCLE SAM’S BIRTHDAY PARTYThis annual event is a genuine crowd pleaser.

Only 250 tickets are sold each year.Each ticket holder hopes to win the $5,000 jackpot.

All proceeds from Uncle Sam’s party help to supportannual grant and scholarship awards.


UNCLE SAM’S BIRTHDAY PARTYTicket holders for Uncle Sam’s Birthday Party 2007 added over $9,000 to Foundation operating funds for grant and scholarship awards. This elimination dinner is held annually during the July 4 holiday.

Board members, community organizations, and students are grateful for the generosity of those who faithfully support this fund raising event.

Uncle Sam aka David Cooper

Mariwyn Smith, Barb & Carl Pumley

Emcee Bill Smith & Dr. Linda Linger James Huber


A race in support of community causes.Run For It ’07 generated over $32,000 for community causes and projects

Tour of Davis - Run For It ’07 was made possible by the cooperation and support of the Tucker County Alpine Festival Board / Convention Visitors Bureau, the TCEF Board of Directors, Match Donors, a host of community

volunteers, generous sponsors and enthusiastic participants.

2007 MATCH DONORS100% of Match Donor contributions were awarded to

community causes of the winners’ choice.

Ned PowerWV Paving Mr. AnonymousCanaan Valley ResortsHCE, Inc. (Chris & Hilary Boyce) Inter Mountain NewspaperAdvantage Web SolutionsWestern Pocahontas PropertiesKingsford ManufacturingDavis Memorial HospitalPerformance MotorsGolf ExpressGeorge Scott, CPACarteret Mortgage CompanyTimberline Resort RealtyParsons AdvocateMcClain PrintingWendy’s of N. Central WVMountain Mist FloristMountain Top RealtyDavis Dental

The host of volunteers who dedicated time and energy for Run For It ’07 deserve much credit for the event’s success.


Over $32,000 was distributed to the following causes as a result of Run For It 2007:

$16,251 Pioneer Memorial Library (Randolph County)$ 6,140 Tucker County Connections$ 2,331 Tucker Wellness Center of Parsons $ 1,961 Art in Education Cougar Pride sculpture (Preston County)$ 1,610 Thomas P. Patrick Fund of TCEF to benefi t Boy Scout Troop 96$ 975 Falling Green Fund of TCEF to benefi t 4-H, equestrian programs and youth organizations $ 785 Davis Thomas Elementary Middle School girls’ basketball team$ 705 Girls on the Run (regional)$ 655 Tucker County Trails Association$ 330 Dry Fork Recreation Center (Randolph County)$ 292 Skate park and youth activities for Y.E.S. of Randolph County$ 255 Busk Fund of TCEF$ 220 Cooper Family Fund of TCEF & Blackwater Ministerial Assoc. to benefi t the needy$ 135 General Tucker Community Endowment Foundation efforts$ 120 Directors’ General Fund of TCEF$ 45 P.J. Zickefoose Fund of TCEF$ 20 Millennium Fund of TCEF in memory of Jillian Roberts and Tilde Villalobos$ 10 Relay for Life$ 5 Lutheran Church of Davis bell tower project$ 5 National Bank of Davis Fund of TCEF

If you like to leaf peep,and you love your community,

sign up now for Tour of Davis ‘08 - Run For It

Saturday, Sept. 27, 2008, 10 a.m. Davis Fire Hall

Visit the Run For It link at tuckerfoundation.net for entry forms and current event information.

Run For It….Win It…Donate ItIt’s that easy!

Whether it was a well organized team, or a tot in a tub, each and every Run For It participant made a difference in their community.


Planned GivingWhat do you want your legacy to be?

Planned giving allows donors, large and small, to make a difference in the lives that follow. If you wish to leave your footprint on the future, here’s how the Tucker Community Endowment Foundation can help.

Tucker Community Endowment Foundation Legacy SocietyThe following individuals have created their legacy through a planned gift or bequest to the Foundation.

David KisnerGeorge and Mariwyn Smith

Paul A. Meyer*Louise Harman*

Paul Warken*Thomas P. Patrick, DDS*

Gene Orr Valentine*Herman Hebb*

Margie SiembiedaAre there others?

1. You may designate the Foundation as a benefi ciary of your estate in your will. Talk with your attorney or fi nancial advisor about establishing a charitable remainder trust naming TCEF as benefi ciary.

You can designate a certain dollar amount, or you can name TCEF as residuary or contingent • benefi ciary. You can name the cause you wish to support, or the bequest can be unrestricted giving TCEF maximum • fl exibility in distributing it where and how it is most needed. You may establish an Endowed Fund of TCEF through a bequest. You can name the fund and the • distribution criteria in your will. Consult with your attorney and the Foundation offi ce for proper wording of the bequest. You may bequeath other assets to TCEF. Real estate, jewelry, coins, etc. may be accepted subject to • review.

2. You may name TCEF as a benefi ciary of a new or existing life insurance policy.

Life Insurance provides several options for giving. You may donate an existing, paid up policy, and receive an immediate tax deduction or you can take out a new insurance policy naming the foundation as owner and benefi ciary. Your annual payments to the Foundation to pay the premiums are fully deductible as a charitable contribution. Contact the Foundation offi ce for more information.

3. You may want to consider designating the Foundation as a benefi ciary of your retirement account. Your estate will receive a deduction for estate taxes and the Foundation will not incur taxable income.

Thomas P. Patrick, DDS Herman Hebb* deceased


2007 2006Revenues Contributions $188,784 $219,678 Special events, net $32,664 $11,808 Investment income $644,361 $574,591 Unrealized gains (losses) $647,361 $1,080,210 Other revenue $93,359 $63,729 Total Income $1,629,183 $1,898,874

Grants and Scholarships $811,394 $454,387

Operating Expenses Investment expenses $55,640 $51,142 Payroll and benefi ts $55,406 $44,837 Offi ce Supplies $4,296 $2,388 Legal & Accounting $4,497 $3,600 Printing $6,150 $4,777 Insurance $4,587 $4,560 Postage $1,901 $1,172 Travel $1,931 $836 Telephone $1,994 $1,690 Training and Education $2,556 $0 Other $12,250 $7,870 Total Operating Expenses $151,208 $122,872

Total Increase in Assets $643,927 $1,327,857

Statement of ActivitiesYears ended December 31, 2007 and 2006

2007 2006Assets Cash $131,913 $100,250 Receivable $3,000 Investments $17,493,219 $16,884,629Total Assets $17,628,132 $16,984,879

Liabilities Accounts payable and accrued liabilities

$1,963 $2,637

Net Assets Unrestricted $233,925 $180,531 Temporarily restricted $61,427 $60,850 Permanently restricted $17,330,817 $16,740,861Total Liabilities and Net Assets $17,628,132 $16,984,879

Financial information has been compiled from audited fi nancial statements. They are available upon request.

Statement of Financial PositionDecember 31, 2007 and 2006


THE ORIGIN OFTUCKER COMMUNITY ENDOWMENT FOUNDATION

Tucker Community Endowment Foundation was started as a grass root effort by local visionaries who witnessed the devastating fl oods of 1985. Those individuals realized there were few local resources to address the pressing needs of local residents and businesses that were affected. They vowed to do something about it; three years later the Tucker Community Endowment Foundation was formed.

The Foundation became a formal entity in 1989. Until 2004, the organization was run strictly by an all volunteer board. In July of 2004, a full time Executive Director was hired, and that fall TCEF offi cially acquired offi ce space in Parsons.

TCEF has grown signifi cantly due to the generosity and vision of our donors. TCEF manages over 70 Endowed Funds with assets in excess of $17 million, and we are still growing! The Foundation serves a six county region that includes Barbour, Grant, Preston, Pocahontas, Randolph and Tucker counties.

TCEF is a founding member of both the West Virginia Consortium of Community Foundations and WV Grantmakers, and also a member of The Council on Foundations, the largest national organization serving foundations.

Diane Beall,President

David Cooper,Vice President

Mariwyn Smith,Secretary

Marvin Parsons, Treasurer

Dan Bucher,Executive Committee

Member

Sam Goughnour, Executive Committee

Member

Shawn Nichols, Executive Committee

Member

Shannon Anderson Beth Clevenger James C. Cooper III Mark Doak Nancy K. Dotson Amy Fiorini Arvin Harsh Allyson Hott Dave Moran

Milan Nypl Donna Patrick Dr. Randall Reed Vidia Ross Ken Smith Kelly Stadelman Anne Brown Wardwell

Robert Burns, Executive Director

Diane Hinkle,Assistant Director

Tucker Community Endowment Foundation2007 Board of Directors and Staff

You may contact the Tucker Community Endowment Foundation at the following:P.O. Box 491 501 Chestnut St.

Parsons, WV 26287Telephone: (304) 478-2930 Fax: (304) 478-9966

Email: [email protected] Website: www.tuckerfoundation.net

We have made every effort to recognize all individuals, living and deceased, who have made a difference by donating to TCEF and the communities we serve, during 2007. If we have omitted a name, please accept our sincere apologies, and

notify us so that we can make the appropriate correction.

Tucker Community Endowment Foundation

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