2011-11-15T08:22:51-06:00 2011-06-30 SUTTLE & STALNAKER PLLC PO BOX 149 PARKERSBURG WV 26102 990 2010-07-01 550748246 PARKERSBURG AREA COMMUNITY FOUNDATION INC (PREVIOUSLY PACF INC) PARK 3044284438 1620 PARK AVENUE PO BOX 1762 PARKERSBURG WV 261021762 JUDY SJOSTEDT 3044284438 2011-11-15 1 LAURENCE B MALLORY 3044856584 2011-11-14 2010 2016-02-24 21:20:13Z JUDY SJOSTEDT 1620 PARK AVENUE PARKERSBURG WV 261021762 10014020 0 X WWW.PACFWV.COM X 1996 WV REFER TO SCHEDULE O FOR CONTINUATION: CORPORATE FORM OF PUBLIC CHARITY COMMUNITY CHARITABLE FOUNDATION ORGANIZATION DISTRIBUTING GRANTS TO CHARITABLE OR NON-PROFIT ORAGNIZATIONS. ALSO AWARDING COMPETITIVE GRANTS, DISTRIBUTIONS, AND SCHOLARSHIPS THROUGH AN APPLICATION AND REVIEW PROCESS. THE FOCUS OF THE AWARDS IS TOWARD EDUCATION, WELFARE ENHANCEMENT, CIVIC PROJECTS, AND COMMUNITY BETTERMENT THROUGH GRANTS TO QUALIFIED ORGANIZATIONS AND COMPETITITVE SHCOLARSHIPS TO INDIVIDUALS IN THE GREATER MID-OHIO VALLEY AND SURROUNDING AREA. 25 25 5 200 0 0 1576686 2272101 0 0 602069 1437658 236615 323524 2415370 4033283 1482779 1798270 0 0 207660 220597 0 0 36987 182718 226195 1873157 2245062 542213 1788221 23410605 28536938 498770 648487 22911835 27888451 X OUR MISSION IS TO SERVE THE PEOPLE OF OUR REGION BY BUILDING PERMANENT CHARITABLE ASSETS TO MEET OUR COMMUNITY'S NEEDS, MANAGING THESE ASSETS EFFICIENTLY, AND APPLYING THEM EFFECTIVELY IN RESPONSE TO OUR AREA'S CHANGING NEEDS AND OPPORTUNITIES. OUR VISION IS TO BUILD AN ETHIC OF PHILANTHROPY REGION-WIDE. 0 0 334091 COMMUNITY ACTION GRANTS VIA A COMPETITIVE GRANTMAKING PROCESS FROM THE FOUNDATION'S UNRESTRICTED FUNDS. 293055 SCHOLARSHIP RECIPIENTS; FUNDS LIST SPECIFIC CRITERIA BY WHICH RECIPIENTS ARE TO BE CHOSEN. THIS INCLUDES FINANCIAL NEED AND ACADEMIC ACHIEVEMENT. ADVISORY COMMITTEES ARE ESTABLISHED BY THE FOUNDATION ACCORDING TO IT'S 'SCHOLARSHIP POLICY', AND IN COMPLIANCE WITH H.R.4. BOARD MEMBERS TO SUCH COMMITTEES ARE APPROVED BY THE FOUNDATION'S BOARD ANNUALLY AND ASSIST IN THE REVIEW OF CANDIDATES BASED ON THE FUND'S SELECTION CRITERIA AND RECOMMEND RECIPIENTS TO THE FOUNDATION'S BOARD. ALL SCHOLARSHIPS ARE AWARDED WITHOUT REGARD TO RACE, SEX, OR CREED. RECIPIENTS ARE REQUIRED TO SUBMIT EVIDENCE OF POST-HIGH SCHOOL QUALIFIED EDUCATIONAL INSTITUTION ENROLLMENT, AND SUBMIT TRANSCRIPTS OR OTHER EVIDENCE OF ACADEMIC PROGRESS EACH YEAR. 1171124 GRANTMAKING FROM ALL OTHER RESTRICTD FUNDS. THIS INCLUDES DESIGNATED FUNDS, AGENCY ENDOWMENTS AND DONOR ADVISED FUNDS. 1798270 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WV X X X PARKERSBURG AREA COMMUNITY FOUNDATI 3044284438 1620 PARK AVENUE PARKERSBURG WV 261021762 MISSI SCARBERRY 1.00 X 0 0 0 JIM STRADER 1.00 X 0 0 0 DIANE BROWN BALDERSON 1.00 X 0 0 0 DANIEL B WHARTON 1.00 X 0 0 0 JUDY SJOSTEDT 50.00 X 84966 0 0 ROB FOUSS 1.00 X 0 0 0 SHERYL HOLDREN 1.00 X 0 0 0 FRED RADER 1.00 X X 0 0 0 DR USHA VASAN 1.00 X 0 0 0 LINDA GERRARD 1.00 X 0 0 0 JAMES CREWS 1.00 X 0 0 0 LARRY HANCOCK 1.00 X 0 0 0 RICHARD HUDSON 1.00 X 0 0 0 MARIE E CALTRIDER 1.00 X 0 0 0 JOHN RALSTEN 1.00 X 0 0 0 ANN BECK 1.00 X X 0 0 0 MICHAEL L FLEAK 1.00 X 0 0 0 GWEN BUSH 1.00 X 0 0 0 CURTIS MILLER 1.00 X 0 0 0 LORI WILLIAMSON 1.00 X 0 0 0 BOB KENT 1.00 X 0 0 0 CYNTHIA BROWN 1.00 X 0 0 0 GREG HERRICK 1.00 X 0 0 0 BECKY DEEM 1.00 X 0 0 0 JERRY VILLERS 1.00 X 0 0 0 TOM WHALING 1.00 X 0 0 0 84966 0 0 0 0 0 0 0 2272101 2272101 616093 616093 6802302 5980737 821565 821565 821565 ADMIN FEE INCOME 900099 237716 237716 OTHER INCOME 900099 85808 85808 323524 4033283 1761182 0 0 1505215 1505215 293055 293055 84966 63724 21242 112142 112142 5894 5894 17595 17595 36858 36858 96075 96075 351 351 15745 15745 42571 42571 4763 4763 5413 5413 5626 5626 10922 10922 2785 2785 TAX CREDIT FEES 5086 5086 2245062 1798270 409805 36987 559920 428673 1209250 1551447 3000 100 100 98 127 329960 46693 229423 283267 21411814 26270324 23410605 28536938 2505 30374 496265 618113 498770 648487 X 5796145 6656246 16635778 20614970 479912 617235 22911835 27888451 23410605 28536938 X 1788221 3188395 X X 0 1 1 X 0 X 777088 2509711 2103085 1576686 2272101 9238671 777088 2509711 2103085 1576686 2272101 9238671 1014824 8223847 241264 750845 697558 584960 616093 2890720 12129391 0.67800 0.56240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89 1225363 299144 4895851 1 1 22228461 2515869 4636495 1816775 239734 27324316 20167276 1961848 2554289 2242220 212732 22228461 23422011 2032657 3680184 1414896 193312 20167276 0 1 1 232434 7534 224900 97526 39159 58367 283267 4033283 2245062 1788221 3188395 3188395 4976616 7221678 3188395 3188395 4033283 0 4033283 2245062 0 2245062 0 2245062 1 ACTORS GUILD OF PARKERSBURG INC PO BOX 1881 PARKERSBURG WV 26102 237278023 501(C)(3) 7900 ARTS AND CULTURE AMERICAN RED CROSS MID-OHIO VALLEY 220 8TH STREET PARKERSBURG WV 26101 550357009 501(C)(3) 7500 HUMAN SERVICES ARTSBRIDGE PO BOX 1706 PARKERSBURG WV 26102 556028450 501(C)(3) 5200 ARTS AND CULTURE BOMAR CLUB INC 306 N CHURCH STREET RIPLEY WV 25271 352302382 501(C)(3) 5000 HUMAN SERVICES BOY SCOUTS OF AMERICA-ALLOHAK COUNCIL 1340 JULIANA STREET PARKERSBURG WV 26101 550357015 501(C)(3) 6900 YOUTH AND FAMILY SERVICES CALHOUN COUNTY 4-H AND FFA YOUTH PO BOX 680 GRANTSVILLE WV 26147 556000306 501(C)(3) 6500 BASIC SUPPORT CALHOUN COUNTY EMERGENCY MEDICAL SQUAD PO BOX 177 GRANTSVILLE WV 26147 550674954 501(C)(3) 9500 HEALTH DECATUR COMMUNITY ASSOCIATION PO BOX 32 CUTLER OH 45724 341831769 501(C)(3) 5000 BASIC SUPPORT JACKSON GENERAL HOSPITAL PO BOX 720 RIPLEY WV 25271 550462730 501(C)(3) 8350 HEALTH MID-OHIO VALLEY FELLOWSHIP HOME 1030 GEORGE STREET PARKERSBURG WV 26101 237123750 501(C)(3) 5000 HUMAN SERVICES OPPORTUNITY COUNCIL INC 103 SISTERSVILLE PIKE SUITE 2 WEST UNION WV 26456 550783368 501(C)(3) 9000 HUMAN SERVICES PEER SUPPORT INC 1517 19TH STREET PARKERSBURG WV 26101 550708967 501(C)(3) 6150 HUMAN SERVICES POND CREEK VOLUNTEER FIRE DEPARTMENT 9895 LEE CREEK ROAD ROCKPORT WV 26169 237339953 501(C)(3) 9600 EDUCATION RAVENSWOOD DEVELOPMENT AUTHORITY 22 WEDGEWOOD ROAD RAVENSWOOD WV 26164 556000239 GOVERNMENT 5000 BASIC SUPPORT SCHRADER YOUTH BALLET COMPANY PO BOX 292 PARKERSBURG WV 26102 550660731 501(C)(3) 5000 ARTS AND CULTURE SMOOT THEATRE PO BOX 886 PARKERSBURG WV 26102 550698099 501(C)(3) 7500 ARTS AND CULTURE UNITED WAY ALLIANCE OF THE MID-OHIO VALLEY INC 520 GRAND CENTRAL AVE 201 VIENNA WV 26105 550403123 501(C)(3) 19700 BACK TO SCHOOL PROGRAM; HUMAN SERVICES VOLUNTEER ACTION CENTER OF THE MID-OHIO VALLEY 521 MARKET ST 6 PARKERSBURG WV 26101 550746201 501(C)(3) 9900 HUMAN SERVICES WASHINGTON BOTTOM VOLUNTEER FIRE DEPARTMENT PO BOX 57 WASHINGTON WV 26181 556024280 GOVERNMENT 9800 COMMUNITY AND ECONOMIC DEVELOPMENT WIRT COUNTY DEVELOPMENT AUTHORITY PO BOX 775 ELIZABETH WV 26143 550480590 GOVERNMENT 9500 COMMUNITY AND ECONOMIC DEVELOPMENT WOOD COUNTY HABITAT FOR HUMANITY PO BOX 462 PARKERSBURG WV 26102 550705729 501(C)(3) 10000 HUMAN SERVICES WOOD COUNTY PERMANENT 4-H CAMP TRUSTEES INC 1 COURT SQUARE SUITE 408 PARKERSBURG WV 26101 556024690 501(C)(3) 7500 YOUTH AND FAMILY SERVICES WORTHINGTON MENTAL HEALTH SERVICES INC 4200 EMERSON AVE PARKERSBURG WV 26104 202326930 501(C)(3) 5500 HUMAN SERVICES YMCA 1800 30TH STREET PARKERSBURG WV 26104 550357059 501(C)(3) 11000 OPERATING SUPPORT; AWARDS DINNER CAMDEN CLARK FOUNDATION PO BOX 1834 PARKERSBURG WV 26102 311524546 501(C)(3) 6000 ANNUAL DISTRIBUTION HUMANE SOCIETY OF PARKERSBURG PO BOX 392 PARKERSBURG WV 26102 550404377 501(C)(3) 5200 ANNUAL DISTRIBUTION OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL 100 PORTLAND OR 97205 237315673 501(C)(3) 15750 DUES COLLECTED TRINITY EPISCOPAL CHURCH 430 JULIANA STREET PARKERSBURG WV 26101 550364835 501(C)(3) 40980 ANNUAL DISTRIBUTION BLENNERHASSETT SCHOOL 448 JEWEL ROAD PARKERSBURG WV 26101 556000418 GOVERNMENT 5000 EDUCATION COLLEGE OF ENGINEERING AND MINERAL RESOURCES WVU 369A MINERAL RESOURCES BUILDING MORGANTOWN WV 26506 556017181 GOVERNMENT 6800 EDUCATION RIPLEY HIGH SCHOOL ALUMNI ASSOCIATION 124 SOUTH COURT STREET RIPLEY WV 25271 550650298 501(C)(3) 6500 ANNUAL DISTRIBUTION ROANE COUNTY SCHOOLS 813 CAPITOL STREET SPENCER WV 25276 556000396 GOVERNMENT 10000 EDUCATION WV STATE UNIVERSITY EXTENSION SERVICE PO BOX 1000 INSTITUTE WV 25112 550708567 501(C)(3) 8860 EDUCATION CITY OF PARKERSBURG PO BOX 1627 PARKERSBURG WV 26102 556000227 GOVERNMENT 146000 YOUTH AND FAMILY SERVICES GILMER COUNTY BOARD OF EDUCATION 201 NORTH COURT STREET GLENVILLE WV 26351 556000316 GOVERNMENT 10000 EDUCATION BASIC SUPPORT MASON COUNTY SCHOOLS 1200 MAIN STREET POINT PLEASANT WV 25550 556000353 GOVERNMENT 7750 EDUCATION MID-OHIO VALLEY HEALTH DEPARTMENT 211 6TH ST PARKERSBURG WV 26101 550619203 GOVERNMENT 23400 ORAL HEALTH EDUCATION PROJECT PLEASANTS COUNTY SCHOOLS 2272 N PLEASANTS HIGHWAY ST MARYS WV 26170 556000380 GOVERNMENT 15000 EDUCATION WOOD COUNTY SCHOOLS 1210 13TH STREET PARKERSBURG WV 26101 556000418 GOVERNMENT 18000 EDUCATION ALS-TDI 215 FIRST STREET CAMBRIDGE MA 02142 043462719 501(C)(3) 35000 ALS RESEARCH BRAIN INJURY ASSOCIATION OF WV PO BOX 574 INSTITUTE WV 25112 550661063 501(C)(3) 7100 HUMAN SERVICES EVANS COMMUNITY INITIATIVE PO BOX 1 EVANS WV 25241 311502253 501(C)(3) 8595 CHARITY CHALLENGE GILMORE ELEMENTARY PTO 270 SARVIS FORK ROAD SANDYVILLE WV 25275 556000332 GOVERNMENT 5099 CHARITY CHALLENGE GOOD SAMARITAN CLINIC INC 418 GRAND PARK DRIVE SUITE 311 VIENNA WV 26105 550708491 501(C)(3) 8071 HEALTH JACKSON COUNTY 4-H FOUNDATION PO BOX 431 RIPLEY WV 25271 221103750 501(C)(3) 6000 FUNDING TO SUPPORT CAMP COSTS JACKSON COUNTY COMMISSION ON AGING PO BOX 617 RIPLEY WV 25271 550548649 501(C)(3) 12760 HUMAN SERVICES WVU FOUNDATION PO BOX 9415 MORGANTOWN WV 26506 556017181 GOVERNMENT 5000 EDUCATION NORTH CHRISTIAN SCHOOL 3109 EMERSON AVENUE PARKERSBURG WV 26104 550396083 501(C)(3) 8768 EDUCATION PARKERSBURG HIGH SCHOOL 2101 DUDLEY AVE PARKERSBURG WV 26101 556000418 GOVERNMENT 22493 EDUCATION PLANNED PARENTHOOD HEALTH SYSTEMS INC 522 GRAND CENTRAL AVENUE VIENNA WV 26105 561282557 501(C)(3) 5000 PREVENTION AND EDUCATION PROGRAMS; HUMAN SERVICES RIPLEY ROTARY CLUB 122 HIGHLAWN HEIGHTS DR RIPLEY WV 25271 556023837 501(C)(4) 6000 COMMUNITY SERVICE PROJECTS RIPLEY YOUTH SOCCER LEAGUE PO BOX 902 RIPLEY WV 25271 030544977 501(C)(3) 7158 CHARITY CHALLENGE SW RESOURCES INC 1007 MARY STREET PARKERSBURG WV 26101 550479290 501(C)(3) 7650 HUMAN SERVICES ST PAULS UNITED METHODIST CHURCH 219 11TH STREET PARKERSBURG WV 26101 550364833 501(C)(3) 5100 BASIC SUPPORT TOWN OF CAIRO 550518791 GOVERNMENT 14000 COMMUNITY SUPPORT 54 1 PROVIDE FINANCIAL SUPPORT FOR NEEDY STUDENTS 230 293055 TOM WEYER FORMER BOARD MEMBER/OFFICER OF PACF, INC. 22050 TOM WEYER'S OFFICE, H&R BLOCK, PERFORMED ACCOUNTING SERVICES FOR THE FOUNDATION DURING THE YEAR. 0 CURTIS MILLER BOARD MEMBER 526 BOARD MEMBER'S FIRM WAS AWARDED PROPERTY INSURANCE CONTRACT FOLLOWING A COMPETITIVE BID PROCESS. 0 FORM 990, PART VI, SECTION A, LINE 2 RICHARD HUDSON AND ROBERT KENT - BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS TYPICALLY PROVIDED TO THE BOARD MEMBERS AT AN OFFICIAL MEETING OF THE BOARD. THIS MEETING WAS HELD ELECTRONICALLY BY CONFERENCE CALL ON NOVEMBER 14,2011 FOR THE CURRRENT FORM 990. AT THIS MEETING, AT WHICH A MAJORITY OF MEMBERS WERE PRESENT, THE BOARD WAS AFFORDED THE OPPORTUNITY TO REVIEW THE FORM 990 WITH THE PREPARER, AND DISCUSS AS A GROUP. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR OUR BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY THAT THEY HAVE READ AND AGREED TO ABIDE BY THE POLICY. THOSE SIGNED SHEETS ARE RETAINED IN THE CENTRAL OFFICE FILES AT 1620 PARK AVENUE, PARKERSBURG, WV. COMMITTEE MEMBERS OF OUR GRANTS AND SCHOLARSHIP COMMITTEES, INCLUDING THOSE OF AFFILIATES, ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND TO RETURN THEIR SIGNED CERIFICATIONS BEFORE THE START OF THEIR COMMITTEE WORK EACH YEAR AND THOSE CERTIFICATIONS ARE ALSO RETAINED. AT ANY MEETING, BOARD OR COMMITTEE, MEMBERS WHO BELIEVE THEY MAY HAVE A CONFLICT ARE REQUIRED TO VERBALLY EXPRESS THEIR POTENTIAL CONFLICT IN THE PRESENCE OF THE GROUP AND A RECORD OF THAT EXPRESSION IS MADE IN THE OFFICIAL MINUTES OF THAT PARTICULAR MEETING. IN ANY CASES WHERE A POTENTIAL CONFLICT EXISTS, THOSE MEMBERS ARE NOT ALLOWED TO VOTE ON THE ISSUE ABOUT WHICH A CONFLICT MAY EXIST AND THEIR ABSTENSION FROM THE VOTE IS NOTED IN THE OFFICIAL MINUTES OF THAT PARTICULAR MEETING. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE PROCESS FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR INCLUDES A REVIEW OF THE COUNCIL ON FOUNDATION'S COMPENSATION SURVEY DATA FOR COMMUNITY FOUNDATIONS THAT COMPARES THE FOUNDATION'S DIRECTOR'S COMPENSATION AGAINST THOSE OF COMMUNTIY FOUNDATIONS OF SIMILAR SIZE, STRUCTURE, AND GEOGRAPHIC PART OF THE COUNTRY. IN ADDITION, DATA IS GATHERED ON THE COMPENSATION OF OTHER INDIVIDUALS IN SIMILAR ROLES IN APPROXIMATELY TEN DIFFERENT WV AND OH COMMUNITY FOUNDATIONS, PRIVATE FOUNDATIONS, NONPROFIT ORGANIZATIONS, AND OTHER LIKEPOSITIONS, FOR THE PURPOSE OF MAKING A LOCAL-LEVEL COMPARISON, TO BALANCE INFORMATION GLEANED FROM THE NATIONAL COUNCIL ON FOUNDATIONS SURVEY DATA. A PERSONNEL/FINANCE COMMITTEE OF FIVE PERSONS INCLUDING THE FOUNDATION CHAIRMAN, AND FOUR KNOWLEDGEABLE BOARD MEMBERS INDEPENDENTLY REVIEWS THIS DATA AND APPLIES IT IN THE PROCESS OF DELIBERATING AND DETERMINING WHAT TO RECOMMEND TO THE BOARD OF DIRECTORS FOR ITS CONSIDERATION. FORM 990, PART VI, SECTION C, LINE 19 PARKERSBURG AREA COMMONITY FOUNDATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, OUR FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THEIR PUBLICATION IN OUR ANNUAL REPORT, 2300 COPIES OF WHICH ARE DISTRIBUTED ANNUALLY, AS WELL AS WHEN WE FILE ANNUALLY AS A CHARITABLE ORGANIZATION WITH THE WEST VIRGINIA SECRETARY OF STATE'S OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 3,188,395. INDEPENDENT ACCOUNTANT SELECTION FOR ANNUAL AUDIT 990 PART XI, LINE 2.C. THE COMMITTEE SELECTION PROCESS FOR THE INDEPENDENT ACCOUNTANT ENGAGEMENT SELECTION HAS NOT CHANGED SINCE THE PRIOR YEAR. CENTER FOR PHILANTHROPY LLC 1620 PARK AVENUE PARKERSBURG WV 26101 550748246 FOUNDATION OFFICE WV 5 0 PARKERSBURG AREA COMMUNITY FOUNDATION 501 AVERY STREET PO BOX 1762 PARKERSBURG WV 26102 556027764 AREA COMMUNITY FOUNDATION, SAME AS PACF INC. WV 501(C)(3) 509 (A) 2 PACF INC 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 PARKERSBURG AREA COMMUNITY FOUNDATION INC-LEASE FACILITY FOR OFFICES J 5 CASH PAYMENT