shenandoah community foundation 2017 annual report€¦ · 2017 annual report. 2 annual report 2017...

Shenandoah Community Foundation 1

Connecting people who care with causes that matter

SHENANDOAH COMMUNITY FOUNDATION2017 ANNUAL REPORT

2 Annual Report 2017

$147,000 in Grants & Scholarships

Distributed in 2017

Total Assets

$3.9 millionin Assets

53% Scholarship Funds18% Donor Advised Funds17% Unrestricted Fund12% Agency & Restricted Funds

Fund Composition by Type

2017 FINANCIAL HIGHLIGHTS

Grant Distributions by CategoryUnrestricted Funds Donor Advised Funds

Agency and Restricted Funds Scholarship Funds

Scholarship

Unrestricted

Donor Advised

Agency & Restricted

Education

Health

Family, Child& Social Welfare

Civic

Arts

2,4922,787 2,846

3,189

3,874

2013 2014 2015 2016 2017

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MESSAGE FROM THE PRESIDENT

I am pleased to report that 2017 was a very good year for Shenandoah Community Foundation. With the creation of eight new funds, generous contributions and robust investment returns, we now have 67 operational funds in our portfolio, and our total assets at year end were $3.9 million, a 21.5% increase from the prior year.

During the year, we awarded $49,000 to community non-profits through our competitive grant application process, $80,000 in scholarships to county high school graduates, and $18,000 in additional scholarships and grants to other agencies through donor advised and other funds. Our non-profit awards benefit all segments of our community, from health services, domestic violence and homelessness prevention, education, animal welfare, the arts and culture, and environment.

We want to thank the many donors who have chosen Shenandoah Community Foundation as their philanthropic partner. By establishing endowed funds, donors have gained the satisfaction that their gifts will benefit our area for generations to come and their generosity will be remembered well into the future.

During 2017, our Foundation lost a good friend and founding board member, Dr. Jacob Haun, Jr. Jake dedicated 19 years of service to the Foundation, generously sharing his time, energy, and financial resources with the Shenandoah County community. We are both humbled and inspired by this exemplary leader and will miss him deeply. We have included a remembrance of Jake within this annual report.

We also express our sincere appreciation and thanks to Jeff Dalke for having served so ably as President of the Foundation for the past seven years. We continue to benefit from Jeff’s expertise, leadership, and involvement as he continues to serve on the board and as our Treasurer.

As you review this annual report, please do not hesitate to contact us with any questions or comments you have. We are ready, willing, and able to work with you, fulfilling our mission of connecting people who care with causes that matter.

W. Michael FunkPresident


THE POWER TO MAKE A DIFFERENCE

Our donors are best described as generous and caring. They have contributed to existing funds within the Foundation or established their own funds to ensure that the charitable works that matter to them will be supported now and in the future.

Perhaps you want to honor a loved one or support a specific charitable cause. Gifts of cash, appreciated securities, or other assets can be donated during your life or through your estate. If you choose to create a new charitable fund within the Shenandoah Community Foundation, you may elect to stay personally involved in the good works your gift makes possible while we handle the administrative details.

HOW TO BECOME A DONOR

OUR COMMUNITY OF DONORS

We invite you to join our community of donors

Contact us to learn more

540-459-7737 [email protected]

www.ShenandoahCommunityFoundation.org

1 Identify what matters to you—perhaps it's a cause, a charitable organization, or someone you want to honor

2 Let us help you design a fund that can achieve your goals

3 Create a name for your fund, and offer a tax-deductible gift to your fund now or through your estate

4 As we invest your fund for long-term growth, watch the meaningful difference your giving makes as you support your favorite causes.

4 EASY STEPS TO CREATE A CHARITABLE FUND


Jeff Dalke (left) and Jake Haun

MAKING A DIFFERENCEA TRIBUTE TO JAKE HAUN

The Shenandoah Community Foundation has lost one of its shining stars. Dr. Jacob “Jake” Haun, Jr., 85, died at his home near Woodstock, Virginia, on September 22, 2017.

Jake generously—and often anonymously—supported individuals and organizations in need as well as causes ranging from poverty and environment to social justice. His commitment to making a lasting difference in the world is clearly demonstrated in his work as a founding board member of the Shenandoah Community Foundation, on whose board he served with energy and dedication until the end of his life. He was among the Foundation’s staunchest allies.

With his many and varied interests, Jake lived an impressively full, interesting, and wholehearted life. He had the unique ability to inspire others through the sheer force of his belief and his persistent drive. The greatest tribute Jake would have us pay him is to emulate those values of caring, generosity, and problem-solving.

All of us who have worked with Jake as part of this Shenandoah Community Foundation family want to express our deepest sympathy to his wife Diane and to his children, grandchildren, and extended family. We will miss him greatly.

~ From a Tribute by Elizabeth H. Cottrell

SCF Former Board Member and Past President


SHENANDOAH COMMUNITY FOUNDATION FUNDS

Donor Advised Funds

Individuals, families, and businesses may be especially interested in a Donor Advised Fund. With this type of fund, the fund advisor recommends grants to charitable organizations or projects.

Donald H. Albright FundDr. Jacob and Diane Gardner-Haun FundDr. John and Elizabeth Cottrell FundGarland—Uhl Fund Gordon D. Bowman II FundRegulus Group Community Benefit FundRoulston Family Benefit FundWarren and Patricia French Family FundWilliam C. "Ches" and Evelyn E. Lambert Memorial Fund

Field of Interest Funds

Donors give assets to the Foundation with the understanding that they will benefit a particular area of interest. The Board will select charities within that area of interest to receive grants from these funds.

Endowment for Environmental ConservationJoshua Robitaille Memorial Fund

Restricted and Agency Funds

Restricted and Agency Funds are designated funds that are given to the Foundation with the request that grants be to a specific named charity or charities. An Agency Fund may be established by a charitable organization to provide a stream of revenue to fulfill its mission well into the future.

Adams Fort Valley Museum FundAppalachian Coalfields Poverty FundArt Group Education FundChildren's Initiatives FundCurtis L. Groves, Jr. FundFalcon Music Boosters FundHealthy Families Shenandoah County FundHerbert Parker Fort Valley Community Center & Library FundHerbert Parker Fort Valley Museum FundHerbert Parker Shenandoah County Library Archives FundHumane Society of Shenandoah County FundMaude Orndorff Memorial FundResponse Empowerment Fund in Honor of Phoebe Kilby Shannon Musical Heritage Endowment FundShenandoah Alliance for Shelter FundShenandoah County Free Clinic--Dr. Charles H. Miller FundShenandoah Forum Fund Shenandoah County Historical Society FundStonewall Jackson Generals Association FundStrasburg Express/Homewood at Shenandoah Valley Fund

Russ Adams, SCF Board Member and Fund Sponsor Pat Rosenbaum and friends


Scholarship Funds

Scholarship Funds provide scholarships for worthy recipients designated by an approved committee to meet certain pre-established criteria.

4-H Dairy Club Scholarship FundBonnie Gochenour Memorial Scholarship FundBrandon Kelly Dawson Memorial Athletic Scholarship FundCHS Alumni Scholarship FundCHS Class of 1978 Memorial Scholarship FundChristopher Saville (Joshua 1:9) Scholarship FundColton T. Lindamood Memorial Scholarship FundCurtis Willey Warrior Scholarship FundDonald and Mary Womble Scholarship FundDoris Knicely Scholarship FundEthel L. Wisman Memorial Scholarship FundHarry H. Combs Memorial Scholarship FundHelene Albright Scholarship FundJason A. Long Flight to Success FundJeremy M. Cook Scholarship FundJesse A. Bostridge #55 Memorial Scholarship FundJessica Pumphrey Memorial Scholarship FundJoe Williams FundJohn C. Copp Scholarship Award FundJohn Duncan Wilburn Adventure Scholarship FundMarge Moyers Memorial Scholarship Fund

Michael Morehead Memorial Scholarship FundMilt and Mattie Pence Memorial Scholarship FundOliver "Butch" Orndorff Scouting Scholarship FundPunky Riley Memorial Youth Scholarship FundRussell Adams Fort Valley Scholarship FundShenandoah Scholars FundSJHS Alumni Scholarship FundSJHS Class of 63 FundSJHS Dual Enrollment FundSusan P. Massie Theatre Fund

Unrestricted Funds

An Unrestricted Fund provides flexibility to enable the Foundation to respond to the community's most pressing needs, today and tomorrow. Earnings can be used to meet ever-changing community needs, including future needs that often cannot be anticipated at the time your gift is made.

General Endowment FundHerbert Parker Unrestricted Endowment Fund Founders' FundUnrestricted Grants Fund

Photo courtesy of Family Promise of Shenandoah County


A primary focus of Shenandoah Community Foundation

is to positively impact the quality of life in Shenandoah

County. In 2017, a total of $147,000 went back to our

community in the form of grants and scholarships in

the areas of education; family, child, and social services;

health; civic affairs; arts and culture; and the environment.

2017 GRANTS

Other Donor Fund Grant Awards

Donor advised funds or restricted funds made grants possible to the following non-profit and government organizations.

Amnesty InternationalBoy Scout Troop 5CHS Marching BandChildren's Defense FundDepartment of Social ServicesFort Valley Community CenterFort Valley MuseumGay, Lesbian and Straight Education NetworkGlobal Fund for WomenMarch of Dimes VirginiaPlanned Parenthood Federation of AmericaShenandoah Community Health ClinicShenandoah County Library Archive FundShenandoah Memorial Hospital FoundationSouthern Poverty Law CenterStrasburg Express BaseballWoodstock United Methodist Church

2017 Community Grant Recipientsfrom Woodstock Anonymous

Through the generosity of Woodstock Anonymous the following 2017 grants were made possible.

American Red CrossBlue Ridge Area Food BankBlue Ridge HospiceFamily Promise of Shenandoah CountyGemeinschaft HomeHealthy Families - Shenandoah CountyHumane Society of Shenandoah CountyLord Fairfax Community College Educational FoundationMt. Olive and Shiloh UMC Enrich ProgramResponseShenandoah Area Agency on AgingShenandoah Alliance for ShelterShenandoah Education Foundation for the Dolly Parton

Imagination LibraryShenandoah Valley Lutheran Ministries - Luke's Backpack

ProgramShenandoah Valley Music FestivalSpring ForwardSunshine HouseValley Educational Center for the Creative ArtsVirginia Cooperative Extension, Shenandoah County Office

Grant Applications

For information on the Shenandoah Community Foundation grant application process, please contact 540-459-7737 or visit our website atwww.ShenandoahCommunityFoundation.org

Photo courtesy of Blue Ridge Hospice


Central High School

Sydney AllwineKaelyn CaryClifton CroomSydney CrosserGarrett CumminsGwyneth GeorgeCady HockmanWilliam LamAlexis LincolnRachel McClellanBree PiferTamra ScottAbigail ShafferAutumn SheltonCarston ShockeyBethany WakemanPaige Wilson

Strasburg High School

Jesse BoyceBrooke CallawayCassie CooperBenjamin DoehlerDevon EyringCaitlin HartNathaniel HersheyNathan McDonaldZachery ScottCaleb Warren

Stonewall Jackson High School

Emily BallMaria Becerra FloresAna JermstadBrett JonesKarina JuarezMadison McDanielTyler PattonAletse Tapia

Triplett Tech

Brooke SagerBrittnee SelvageKylie Stottlemyer

4-H Dairy Club

Gracie BaileyKrista BarbKristin DerflingerLacey DysartEthan GochenourRachel HarrimanJohn Robert HelsleyHannah OrndorffAndrew RhodesElizabeth RhodesMykah SmithDustin Thomas

Other

Gracie BaileyCatherine Rose BulatkoRosie CliftonAshlynn LambertMegan Lazaro-LopezGwen MallowBenjamin Joseph SelbyKyle Christopher Wicks

2017 SCHOLARSHIP RECIPIENTS

Strasburg High School Shenandoah Scholarship Recipients


2017 DONORS

AnonymousRussell AdamsThe Art GroupGregory W. and Winifred BakerSally BallHubert and Mary BarbBarbwire Boer GoatsLoraine BlyMatthew BrinckmanW. L. and Dolores BushongCHS Class of 1978Chipotle Mexican GrillCoffey TruckingRandy and Cindy CookCook’s Trailer SalesDr. John A. and Elizabeth H. CottrellD. A. Riffey Trucking Inc.Jeffrey and Anne Dalke Samuel and Katharine DalkeBarbara ElliottNeil C. FadelyThomas and Barbara FanslerFarm Bureau of Shenandoah CountyBeverly and William FaulkenberryKristi FernandezFisher FoundationSue and Bill FosterGen. Benjamin and Susan FreakleyFrench Brothers Dairy LLCFrench Brothers, Inc.Tripp and Jenna FrenchMarian B. FrenchMichael and Jennifer FunkGT Winchester LLC

Diane Gardner-HaunSara Garland Mark and Carol GetzGary and Tracie GochenourGerald, Debbie, and Dana GochenourRalph GochenourTerry and Robin GochenourCatherine GreenbergGudentight Fencing LLCJohn and Kimberly HafnerThe Hair GalleryDonna HimelrightLeslie and William HooverJadwyn Acres Farms, Inc.Jadwyn LLCAlison JohnsonR. S. and D. D. JonesKauffman HomesteadGlenn, Debbie, and Corey KellerKara KellerLarry A. and Tamara KiblerSteve and Debbie KranzuschDebbie LambertLawrence Lucas FoundationPatti LaymanSharon and Dennis LillyLilly Trucking of VirginiaThomas M. and Cathy M. LindamoodCarolyn F. LongJim and Laura LongJudy Frye Long and Adam KnuppJames LongmireRoy and Gloria LuttrellMarkley's Auto ServiceStuart and Erica McGeeMichael J. and Karen P. McGrathJames C. and Cynthia MillerRicky and Tracy MillerTed Miller and Lynne CrumpackerSarah Grace MillsWilliam A. Minton IIMoore Family FoundationStanley and Patsy MoreheadSteve and Ellen MorganGrigg and Cindy MullenElizabeth Newman ORAE SolutionsO’Donnell Structural Consulting LLCMario OrdonezOrtts Electric, Inc.Timothy Paper

Photo courtesy of Spring Forward


Barbara A. PaquinKaren C. PeerWilliam and Maxine PenceRobert and Jane PerryWilliam and Patricia PirtlePleasant View Events LLCLoraine and Joan PolkProbity LLCWayne E. PropstBillie M. RaceyReflections SalonRegulus GroupJohn and Jane RhodesMolly RichterRockydale Quarries CorporationJay and Tamra RossKarl and Suzanne RoulstonMaryEllen Ruddy--Edward JonesHolly RusherJeanne Ellen RussellRussell EnterprisesJames and Karen RyanSJHS Class of 1964Gene and Jane SagerSteven and Laura SavilleGary and Frances ShaferShenandoah Alliance for ShelterShenandoah Animal HospitalShenandoah Club PropertiesShenandoah County Farm BureauShenandoah County Parks & RecreationShentel FoundationGeary and Ethel ShowmanDale and Ruth SimmonsSkyline SportsVirginia Kate SowersSpringdale Poultry LLCSt John’s UCC Hamburg Sunday SchoolStonewall Jackson High School Boosters ClubStover Funeral Home, Inc.Streett BrothersSue Wan’s HairstylistSwan Pond FarmRobert and Carol SwansonDavid and Brenda SwartzSwartz’s Tractor Service, Inc.Tamkin Construction and FarmThomas and Jane UnderwoodValley Fertilizer and Chemical Co., Inc.Zach WakemanWetzel & Son Enterprises

Erin Johnson WilburnHerbert D. WilburnWilliam WilburnBrittany WilleyFrances and Michael Williamson Family

Charitable FundChris WishartWoodstock AnonymousEllen and Jack WoodyardZ & Z Farms

IN HONOR OF

CHS Class of 1978Dr. John and Elizabeth CottrellWarren and Patricia FrenchMissy Himelright Debbie LambertChristopher MoreheadJohn and Katherine MorrisonJudith Shutters RubySJHS Class of 1963SJHS Class of 1964The Simmons FamilyStanley and Patsy Morehead

IN MEMORY OF

Helene Albright Jesse BolstridgeDeparted members of CHS Class of 1978Jeremy CookJohn CoppBrandon Kelly DawsonOrrin French, Sr.Bonnie G. GochenourDr. Jacob C. HaunColton T. Lindamood Jason LongLawrence LucasSusan MassieMichael MoreheadMarge Moyers Punky RileyChristopher SavillePaul Early ShuttersJohn Duncan Wilburn Curtis WilleyFrances O. WilliamsonEthel Wisman

2017 DONORS


PO Box 31Woodstock, VA 22664

Connecting people who care with causes that matter

STANDARD PRESORTU.S. POSTAGE PAID

PAIDPERMIT NO. 82

WOODSTOCK, VA

Front row: Patsy Morehead, Jeff Dalke, Katherine Morrison, Michael Funk, Jerry GermrothBack row: Jeanne Russell, Kevin Finks, Mike Dorman, Karl Roulston, John Adamson, Russell Adams (not pictured David Ferguson)

2018 Board Members and OfficersMichael Funk, President

Jerry Germroth, Vice PresidentJeffrey Dalke, Treasurer

Katherine Morrison, SecretaryRussell AdamsJohn Adamson

Michael DormanDavid Ferguson

Kevin FinksPatsy Morehead

Karl Roulston

Program CoordinatorJeanne Ellen Russell

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