2012-11-15T14:32:37-06:00 2011-12-31 550538163 SUTTLE & STALNAKER PLLC 1411 VIRGINIA ST E STE 100 CHARLESTON WV 25301 990 2011-01-01 550668245 TGKVF INC TGKV 3043463620 PO BOX 3041 CHARLESTON WV 25331 REBECCA C CEPERLEY 3043463620 2012-11-15 1 HORACE W EMERY CPA P00050159 3043434126 2011 2016-02-24 21:20:13Z REBECCA C CEPERLEY PO BOX 3041 CHARLESTON WV 25331 2308408 0 X WWW.TGKVF.ORG X 1986 WV THIS ORGANIZATION SUPPORTS A COMMUNITY TRUST AND THEREBY OPERATES FOR THE BENEFIT OF, PERFORMS THE FUNCTIONS OF, AND CARRIES OUT THE PURPOSES OF THE GREATER KANAWHA VALLEY FOUNDATION. 5 5 0 0 0 0 1872416 1815351 0 0 89244 492051 8031 1006 1969691 2308408 4028087 2225824 0 0 0 0 0 0 0 223765 256752 4251852 2482576 -2282161 -174168 24122535 24036797 4380505 2041608 19742030 21995189 THE MISSION OF TGKVF, INC. IS TO IMPROVE THE QUALITY OF LIFE AND PROMOTE PHILANTHROPY. 0 0 2482576 2225824 THIS ORGANIZATION SUPPORTS A COMMUNITY TRUST AND THEREBY OPERATES FOR THE BENEFIT OF, PERFORMS THE FUNCTIONS OF, AND CARRIES OUT THE PURPOSES OF THE GREATER KANAWHA VALLEY FOUNDATION. 2482576 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 WV X PATRICIA MAJIC 3043463620 900 LEE STREET EAST 16TH FLOOR CHARLESTON WV 25301 X RON POTESTA 1.00 X X 0 0 0 NELLE CHILTON 1.00 X X 0 0 0 MELVIN JONES 1.00 X X 0 0 0 ARTHUR STANDISH 1.00 X 0 0 0 SUSAN BASILE 1.00 X X 0 0 0 0 0 0 0 0 0 0 THE GREATER KANAWHA VALLEY FOUNDATION PO BOX 3041 CHARLESTON WV 25331 ADMINISTRATIVE SERVICES 176102 1 1815351 250295 1815351 454654 454654 37397 0 37397 37397 37397 REFUNDS SCHOLARSHIPS 523000 935 935 OTHER INCOME 523000 71 71 1006 2308408 935 0 492122 2225824 2225824 ADMINISTRATIVE FEES 176102 176102 BANK FEES 58815 58815 INVESTMENT CONSULTANT E 18122 18122 3713 3713 2482576 2482576 0 0 1467525 2314978 656666 16666 21988395 21695530 9949 9623 24122535 24036797 4380505 2041608 4380505 2041608 X 19742030 21995189 19742030 21995189 24122535 24036797 X -174168 2427327 X X 0 1 1 X 0 X X X 0 0 0 THE GREATER KANAWHA VALLEY 556024430 8 COMMUNITY TRUST 1 1 1 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49 543465 467162 3137022 1 1 15163927 407976 -540595 22255 501852 118600 14388601 13586419 988257 1588230 791235 109220 98524 15163927 10727158 736611 2379572 69926 82762 104234 13586419 13496301 1458661 -3640479 203960 272043 111323 10727158 0.19000 0.81000 0 0 0 ORGANIZATIONAL ENDOWMENT HELD FOR OTHERS 2041608 2041608 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S INTENDED USE OF ITS ENDOWMENT FUNDS IS TO MAINTAIN THE FUNDS IN PERPETUITY SO THEY CAN BE USED FOREVER FOR THEIR INTENDED USE, SUCH AS SCHOLARSHIP AWARDS, GRANTS TO ORGANIZATIONS TO FEED THE HUNGRY, PROVIDE SHELTER FOR THE HOMELESS, ETC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION HAS ADOPTED ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. FOR THE YEAR ENDED DECEMBER 31, 2011, THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER THE NEW RULES. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. AS OF DECEMBER 31, 2011 TAX YEARS ENDING ON OR AFTER DECEMBER 31, 2008 REMAIN SUBJECT TO EXAMINATION. 1 BENI KEDEM SHRINE TEMPLE 100 QUARRIER ST CHARLESTON WV 25303 550113615 501 (C)(3) 22332 GENERAL SUPPORT CITY OF CHARLESTON PO BOX 2749 CHARLESTON WV 25304 GOVERNMENT 36676 GENERAL SUPPORT WEST VIRGINIA HEALTH RIGHT INC 1520 WASHINGTON ST CHARLESTON WV 25311 311066881 501 (C)(3) 53186 GENERAL SUPPORT MANNA MEAL 1105 QUARRIER ST CHARLESTON WV 25301 310977670 501 (C)(3) 57009 GENERAL SUPPORT SACRED HEART CO-CATHEDRAL 1114 VIRGINIA ST EAST CHARLESTON WV 25301 CHURCH 5000 GENERAL SUPPORT THE LIBRARY FOUNDATION OF KANAWHA COUNTY INC 123 CAPITOL ST CHARLESTON WV 25301 550739659 501 (C)(3) 25000 GENERAL SUPPORT UNIVERSITY OF CHARLESTON 2300 MACCORKLE AVE CHARLESTON WV 25304 550357039 501 (C)(3) 100000 GENERAL SUPPORT CHARLESTON BALLET INC 100 CAPITOL ST STE 302 CHARLESTON WV 25301 550397803 501 (C)(3) 8705 GENERAL SUPPORT FUND FOR THE ARTS 803 QUARRIER ST STE 100 CHARLESTON WV 25301 550614854 501 (C)(3) 6524 GENERAL SUPPORT YOUNG MEN'S CHRISTIAN ASSOCIATION OF CHARLESTON AND THE KANAWHA VALLEY 100 YMCA DRIVE CHARLESTON WV 25311 550357058 501 (C)(3) 9788 GENERAL SUPPORT THE WEST VIRGINIA LAND TRUST INC PO BOX 11823 CHARLESTON WV 25339 550740909 501 (C)(3) 15500 GENERAL SUPPORT WEST VIRGINIA KIDS COUNT FUND INC 1031 QUARRIER ST STE 313 CHARLESTON WV 25301 550692324 501 (C)(3) 25743 GENERAL SUPPORT WEST VIRGINIANS FOR AFFORDABLE HEALTH CARE 1544 LEE ST CHARLESTON WV 25301 501 (C)(4) 5709 GENERAL SUPPORT APPALACHIAN COMMUNITY PARTNERS PO BOX 127 KINCAID WV 25119 550753552 501 (C)(3) 20000 GENERAL SUPPORT BELIEVE IN WEST VIRGINIA INC PO BOX 8622 SOUTH CHARLESTON WV 25303 030515259 501 (C)(3) 7821 GENERAL SUPPORT BUCKSKIN COUNCIL BOY SCOUTS OF AMERICA 2829 KANAWHA BLVD E CHARLESTON WV 25311 221576300 501 (C)(3) 12500 GENERAL SUPPORT CHARLESTON AREA MEDICAL CENTER FOUNDATION INC 3412 STAUNTON AVE SE CHARLESTON WV 25304 310887133 501 (C)(3) 30000 GENERAL SUPPORT DANIEL MURPHY SCHOLARSHIP FUND 100 W MONROE STE 500 CHICAGO IL 60603 363675466 501 (C)(3) 5000 GENERAL SUPPORT EAST END FAMILY RESOURCE CENTER PO BOX 11559 CHARLESTON WV 25339 550781704 501 (C)(3) 10000 GENERAL SUPPORT EVANS SCHOLARS FOUNDATION 1 BRIAR ROAD GOLF IL 60029 362865979 501 (C)(3) 5000 GENERAL SUPPORT HAWKEYE WRESTLING CLUB PO BOX 246 IOWA CITY IA 52240 237302974 501 (C)(3) 10000 GENERAL SUPPORT NEW COVENANT COMMUNITY DEVELOPMENT INC 1404 FIRST AVE CHARLESTON WV 25312 550784340 501 (C)(3) 8300 GENERAL SUPPORT ROCK LAKE PRESBYTERIAN CHURCH 905 VILLAGE DRIVE SOUTH CHARLESTON WV 25309 550596103 CHURCH 8600 GENERAL SUPPORT ST ALBANS PUBLIC LIBRARY INC 602 FOURTH ST ST ALBANS WV 25177 550455734 501 (C)(3) 5000 GENERAL SUPPORT THE FOUNDATION FOR THE THOMAS MEMORIAL & SAINT FRANCIS HOSPITALS 4605 MACCORKLE AVE SW SOUTH CHARLESTON WV 25309 550694220 501 (C)(3) 15000 0 GENERAL SUPPORT WEST VIRGINIA WOMEN WORK INC 1137 VAN VOORHIS RD MORGANTOWN WV 26505 550775351 501 (C)(3) 18360 GENERAL SUPPORT WEST VIRGINIA UNIVERSITY PO BOX 0877 MORGANTOWN WV 26507 SCHOOL 88643 GENERAL SUPPORT WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFRONT PLACE 7TH FL MORGANTOWN WV 26507 556017181 501 (C)(3) 25000 GENERAL SUPPORT WV CITIZEN ACTION EDUCATION FUND 1500 DIXIE ST CHARLESTON WV 25311 113660992 501 (C)(3) 10000 GENERAL SUPPORT ALDERSON-BBOADDUS COLLEGE BOX 2004 PHILIPPI WV 26416 550357072 501 (C)(3) 14262 GENERAL SUPPORT AMERICAN RED CROSS 113 LAKWVIEW DRIVE CHARLESTON WV 25313 550393624 501 (C)(3) 19638 GENERAL SUPPORT BAPTIST TEMPLE 209 MORRIS ST CHARLESTON WV 25301 550361940 NON-PROFIT ORGANIZ. 14262 GENERAL SUPPORT CALVARY BAPTIST CHURCH PO BOX 6008 CHARLESTON WV 25362 509A(1) 41197 GENERAL SUPPORT CAMC WOMEN'S & CHILDREN DIVISION 3200 MACCORKLE AVE SE CHARLESTON WV 25304 NON-PROFIT ORGANIZ. 7319 GENERAL SUPPORT CAMC MEMORIAL DIVISION 3412 STAUNTON AVENUE SE CHARLESTON WV 25304 NON-PROFIT ORGANIZ. 7319 GENERAL SUPPORT CLAY CENTER FOR THE ARTS AND SCIENCES OBE CLAY SQUARE CHARLESTON WV 25301 550459283 501 (C)(3) 26701 GENERAL SUPPORT COMMUNITY PROJECT DEVELOPMENT CORPORATION DBA SCHOENBAUM FAMILY ENRICHMENT 1701 5TH AVENUE SUITE 1 CHARLESTON WV 25312 550735017 501 (C)(3) 50000 GENERAL SUPPORT DAVIS & ELKINS COLLEGE 100 CAMPUS DRIVE ELKINS WV 26241 SCHOOL 5000 GENERAL SUPPORT FIRST CHURCH OF THE NAZARENE 4923 KENTUCKY STREET SOUTH CHARLESTON WV 25309 501 (C)(3) 7212 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 16 LEON SULLIVAN WAY CHARLESTON WV 25301 501 (C)(3) 16000 GENERAL SUPPORT JEFFERSON MEMORIAL HOSPITAL 2000 FOUNDATION WAY SUITE 2310 MARTINSBURG WV 25401 550359755 501 (C)(3) 43913 GENERAL SUPPORT KANAWHA VALLEY COLLECTIVE INC 600 SHREWSBURY STREET CHARLESTON WV 25301 731629065 501 (C)(3) 12000 GENERAL SUPPORT KANAWHA CHARLESTON HUMANE ASSOCIATION 1248 GREENBRIER STREET CHARLESTON WV 25311 550435381 501 (C)(3) 9137 GENERAL SUPPORT MARSHALL UNIVERSITY ONE JOHN MARSHALL DR HUNTINGTON WV 25701 SCHOOL 10000 GENERAL SUPPORT MOUNT HOPE BAPTIST TEMPLE PO BOX 466 MOUNT HOPE WV 25880 550579682 501 (C)(3) 14262 GENERAL SUPPORT OLD CHARLES TOWN LIBRARY INC 200 EAST WASHINGTON STREET CHARLES TOWN WV 25414 550465896 501 (C)(3) 29276 GENERAL SUPPORT OLD CHARLES TOWN MUSEUM 200 EAST WASHINGTON STREET CHARLES TOWN WV 25414 550465896 501 (C)(3) 14638 GENERAL SUPPORT PIERPONT COMMUNITY AND TECHNICAL COLLEGE 1201 LOCUST AVENUE FAIRMONT WV 26554 SCHOOL 5000 GENERAL SUPPORT SALEM INTERNATIONAL UNIVERSITY PO BOX 500 SALEM WV 26456 SCHOOL 8506 GENERAL SUPPORT THE GREATER KANAWHA VALLEY FOUNDATION PO BOX 3041 CHARLESTON WV 25331 556024430 501 (C)(3) 6173 GENERAL SUPPORT THE SALVATION ARMY 310 TENNESSE AVEUE CHARLESTON WV 25302 580660607 501 (C)(3) 43692 GENERAL SUPPORT SHRINER'S HOSPITALS FOR CHILDREN PO BOX 31356 TAMPA FL 33631 362193608 501 (C)(3) 15790 GENERAL SUPPORT SPRINGFIELD BAPTISY CHURCH 400 N MAIN STREET SPRINGFIELD TN 37172 501 (C)(3) 14262 GENERAL SUPPORT ST TIMOTHY LUTHERAN CHURCH 900 LAWNDALE LANE CHARLESTON WV 25314 411568278 501 (C)(3) 6956 GENERAL SUPPORT THE CLAY CENTER FOR THE ARTS AND SCIENCES OF WEST VIRGINIA ONE CLAY SQUARE CHARLESTON WV 25301 550702401 501 (C)(3) 13131 GENERAL SUPPORT THE WEBB SCHOOL PO BOX 488 BELL BUCKLE TN 37020 620401875 501 (C)(3) 14262 GENERAL SUPPORT THE WORLD WIDE WORKSHOP FOUNDATION 151 WEST 78TH STREET SUITE 1A NEW YORK NY 10024 371787342 501 (C)(3) 42191 GENERAL SUPPORT UNION MISSION MINISTRIES INC PO BOX 112 CHARLESTON WV 25321 556000896 501 (C)(3) 14262 GENERAL SUPPORT UNITED WAY OF CENTRAL WEST VIRGINIA ONE UNITED WAY SQUARE CHARLESTON WV 25301 550402755 501 (C)(3) 21162 GENERAL SUPPORT UNIVERSITY OF TENNESSE OFFICE OF DEVELOPMENT SUITE 600 ANDY HOLT TOWER KNOXVILLE TN 37996 626001636 501 (C)(3) 14262 GENERAL SUPPORT US DEPT OF AGRICULTURE PO BOX 438 HAMLIN WV 25523 524057382 501 (C)(3) 7000 GENERAL SUPPORT WASHINGTON AND LEE UNIVERSITY OFFICE OF THE UNIVERSITY REGISTRAR LEXINGTON VA 24450 540505977 501 (C)(3) 29276 GENERAL SUPPORT WEST VIRGINIA INDEPENDENT COLLEGES AND UNIVERSITIES 900 LEE STREET SUITE 910 CHARLESTON WV 25301 550465880 501 (C)(3) 15000 GENERAL SUPPORT WEST VIRGINIA MUSIC HALL OF FAME INC 1427 LEE STREET CHARLESTON WV 25301 510523797 501 (C)(3) 26098 GENERAL SUPPORT WEST VIRGINIA SYMPHONY ORCHESTRA INC PO BOX 2292 CHARLESTON WV 25328 550339426 501 (C)(3) 222617 GENERAL SUPPORT WEST VIRGINIA WESLEYAN COLLEGE 59 COLLEGE AVENUE BUCKANNON WV 26201 SCHOOL 114365 GENERAL SUPPORT YOUNG WOMENS CHRISTIAN ASSOCIATION OF CHARLESTON WEST VIRGINIA 1426 KANAWHA BLVD EAST CHARLES TOWN WV 25301 550357060 501 (C)(3) 5000 GENERAL SUPPORT GENERAL SUPPORT GENERAL SUPPORT GENERAL SUPPORT 53 14 THE GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT ONE YEAR AFTER RECEIPT OF THE GRANT MONEY THAT OUTLINES HOW THE FUNDS WERE SPENT AND COPIES OF ALL RECEIPTS AS BACKUP FOR THE EXPENSES. ALSO, A DISTRIBUTION COMMITEE MEMBER DOES A WRITTEN EVALUATION OF PAST GRANTEES PERFORMANCE AND HOW THE PREVIOUS GRANT WAS EXPENDED WHEN THE GRANTEE APPLIES FOR A NEW GRANT AWARD. X 2 250295 FMV 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE SECURITIES ARE TRANSFERRED FROM THE DONOR TO TGKVF, INC.'S BANK. THE BANK WILL THEN SELL THE SECURITY AND PLACE THE PROCEEDS INTO TGKVF, INC.'S ACCOUNT. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY AND THE MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE FINAL VERSION OF THE FORM 990 IS EMAILED TO EACH BOARD MEMBER FOR REVIEW AND COMMENTS BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNING BOARD PROVIDES AN UPDATED LIST OF ORGANIZATIONS THEY ARE ASSOCIATED WITH THAT RECEIVE GRANTS FROM TGKVF, INC. IF THE ORGANIZATION HAS SUBMITTED A GRANT REQUEST AND IS BEING VOTED ON TO RECEIVE FUNDING, THE BOARD MEMBER WILL ABSTAIN FROM VOTING ON THE GRANT AWARD DUE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 TGKVF, INC, MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION AT REGULAR BUSINESS HOURS AT ITS OFFICE. TGKVF, INC.'S FINANCIAL STATEMENTS ARE PART OF THE GREATER KANAWHA VALLEY FOUNDATION'S WEBSITE AT WWW.TGKVF.ORG. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET REVENUES/EXPENSES OTHER ORGANIZATIONS 1,418,835. UNREALIZED LOSSES -1,304,337. 2010 BOOK/TAX DIFFERENCE ORGANIZATIONAL FUNDS HELD FOR OTHERS 2,312,829. TOTAL TO FORM 990, PART XI, LINE 5: 2,427,327. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT HANDLES THE PROCESS OF OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. THE GREATER KANAWHA VALLEY FOUNDATION PO BOX 3041 CHARLESTON WV 25331 556024430 COMMUNITY FOUNDATION WV 501(C)(3) COMMUNITY TRUST 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0