860 West Fifth Street Winston-Salem, NC 27101-2506 Telephone (336) 725-2382 Toll-free (866) 227-1209 Fax (336) 727-0581 www.wsfoundation.org
Journey to EXCELLENCE The Winston-Salem Foundation 2009 report to the community | 2008 annual report
The Winston-Salem Foundation is committed to supporting excellence in our community by giving it the time, space and resources to thrive in our city’s most generous, purposeful and creative individuals and organizations. We believe that fostering excellence over time makes Winston-Salem a better place for all.
Journey to Excellence
Excellence takes time.
It is the culmination of a thousand right decisions, and often the determined mending of a few wrong ones. It is unhurried in stride, patient in progress, confident in purpose.
The journey to excellence is a long-term commitment, especially for a community,
Excellence is about sustaining movement toward what is better,
where it blossoms first in individuals and then widens to thrive in neighborhoods and organizations, as people work together toward common goals in a spirit of trust, safety and mutual respect. a passionate belief that the ongoing pursuit of our ideals is forever worthwhile, even when the landscape is difficult or the climate uncertain.
Inspiring the best of who we are, excellence is exquisitely human. Which is why it takes time, and why we value it so dearly, and always strive for more.
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Our Mission: To invest in our community by making philanthropy and its benefits available to all. The Foundation’s efforts are inspired by four core values:
Generosity – To support sharing in all its forms, linking resources with ideas that improve community life.
Inclusion – T o embrace the contributions of individuals from diverse backgrounds, beliefs, experiences and perspectives.
Integrity – To operate with respect, honesty, accountability and fairness to all.
Excellence – To aspire to the highest standards in everything we do.
Message from the President and Committee Chairman
n
INETY YEARS AGO, Colonel Francis Fries established The
Winston-Salem Foundation with a $1,000 gift, thereby creating
As we celebrate our 90th anniversary, we pledge to continue to honor the framework that Colonel Fries established for your community founda-
the first community foundation in North Carolina, and one of the first in
tion by evolving and responding to changing times, while also adhering to
the United States. Since that time, generous donors have created a lasting
our core values of generosity, inclusion, integrity and excellence.
philanthropic legacy, as current generations carefully steward these resources to benefit our community. This annual report focuses on the Foundation’s fourth core value, excellence.
Our community’s steady journey to excellence has been patient in progress and confident in purpose. We look forward to partnering with you as we move forward in this quest together.
Excellence is the basis of everything that both we and our community stand for; we will always aspire to the highest standards in everything we do. In many ways, the Foundation’s journey to excellence is intertwined with that of our community. As a philanthropic organization with a broad community focus, we see excellence pursued and achieved on a daily basis—among students and donors as well as businesses and nonprofits. Collaborative partnerships among these stakeholders continue to propel our community forward through the many challenges that we face. In 2008 the Foundation awarded $24 million in grants, including 84 competitive community grants totaling more than $2 million to local nonprofits in fields of interest as diverse as the arts, health, education and human services. In the 2008-2009 academic year, our student aid program distributed over $830,000 in scholarships and grants, and $153,000 in low-interest loans to assist area students and their families in pursuit of higher education. The Foundation’s grantmaking standard will always be to invest in programming that will have the most positive long-term impact on our community.
Scott F. Wierman, President The Winston-Salem Foundation
Dr. Harold Lee Martin, Sr., Chairman The Winston-Salem Foundation Committee
year in review
Year in Review 2009 Community Luncheon
The Winston-Salem Foundation Award
OVER 740 COMMUNITY MEMBERS attended the Foundation’s
THE FOUNDATION’S HIGHEST HONOR was awarded to Edwin L.
2009 Community Luncheon at the Benton Convention Center in May.
Welch, Jr. at the 2009 Community Luncheon. First bestowed in 1996,
In addition to receiving Foundation updates and viewing award presenta-
The Winston-Salem
tions, attendees heard keynote speaker and radio journalist John Biewen’s
Foundation Award
message on the community-building aspect of sharing stories. Biewen
is given to indi-
played audio clips from his national radio documentary projects to help the
viduals who have
audience understand the powerful impact of listening to others’ stories.
demonstrated the
Foundation’s values
He also encouraged the audience to experience StoryLine, Winston-
Salem’s new storytelling initiative. The mobile storytelling bus, an ECHO
of generosity, excel-
Council program, is now traveling throughout Forsyth County to capture
lence, inclusion and
community stories and build social capital. Selected StoryLine audio clips
integrity in their
will also be played on four local partner radio stations.
recent leadership
Additionally, hundreds of canned food items were collected to help
roles in a community
Harold Martin, Foundation Committee Chairman; Ed Welch; Scott Wierman, Foundation President
Second Harvest Food Bank of Northwest North Carolina in its hunger-
activity or on behalf of a community organization.
relief efforts.
Ed Welch’s extensive leadership roles in the community include chair-
ing the boards of both the United Way and Winston-Salem Chamber of Commerce. Ed’s passion to improve crucial education issues led him to spearhead the Chamber’s Community Education Collaborative, as well as to provide extensive volunteer leadership with Forsyth Tech. As president of Winston-Salem-based IL Long Construction Company, he has also encouraged a close employee partnership with North Hills Elementary School. Ed is also actively involved with Hospice, Senior Services, The Children’s Home and Arbor Acres.
Ed was selected to receive The Winston-Salem Foundation Award
by a committee comprised of members of various Foundation committees as well as the community at large. With the $10,000 grant award that he received, Ed designated $5,000 each to educational initiatives of John Biewen addresses audience
the Greater Winston-Salem Chamber of Commerce Foundation and the Forsyth Tech Foundation.
ECHO Awards ESTABLISHED IN 2001 and also presented at the annual
Community Luncheon, ECHO Awards honor individuals or groups who are connecting and building trust among people. They are effectively creating social capital, which makes Winston-Salem a healthier and stronger community. Each award winner, selected by a committee representing both the ECHO Council and the Foundation, received $1,000 to grant to a nonprofit of their choice. The 2009 ECHO Awards were presented to Dr. Lee Beall, Mitchell Britt, Deloris Huntley, Robert Leak III and the Reynolda Rotary Club of Winston-Salem.
Foundation Committee member Janet Wheeler and Harden Wheeler visit with George Cleland Foundation Development Officer Marisa Ray with Bill and Kay Baldridge
The Legacy Society IN NOVEMBER 2008, the Foundation hosted Legacy Society mem-
bers at a dinner at Wake Forest University’s Bridger Field House. Legacy Society members were given the opportunity to hear firsthand from speakers with personal stories communicating the impact that Foundation grants have had in improving our community. This year’s program included representatives from the Magnolia Baroque Festival and Experiment in Self-Reliance, as well as a moving tribute from a student aid recipient. (from left to right) Harold Martin, Mitchell Britt, Robert Leak III, Sylvia Oberle of Reynolda Rotary Club and Ted Burcaw of Cook Elementary School, Deloris Huntley, Dr. Lee Beall and Scott Wierman
The Legacy Society honors individuals and couples who have established permanent endowments in their lifetimes or have made a charitable bequest or other planned gift of $10,000 or more. Their generosity contributes to the quality of life in our community, both now and in the future. For a complete listing of Legacy Society members, please refer to page 48.
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O vervie w [ 4 – 5 ]
year in review
Leadership Initiatives The Foundation supports initiatives with diverse groups in order to expand philanthropy among individuals in our community.
Black Philanthropy Initiative The mission of the Black Philanthropy Initiative (BPI) is to build effective philanthropic relationships with the African-
American community by expanding social capital and building relationships of trust. In 2007, BPI’s Advisory Committee launched the Black Philanthropy Fund, dedicated to supporting issues that impact the African-American community, with a special focus on education, financial literacy, and parenting and life skills training.
In February 2009, BPI announced the completion of its first grant
cycle by awarding $25,000 in grants from the Black Philanthropy Fund. Grants of $5,000 each were awarded to five local nonprofit organizations for programs that address the selected focus area of education. BPI initiated
BPI grant recipients at February grants announcement, representing Family Services, Forsyth Technical Community College, North Forsyth High School, Quality Education Academy and YWCA of Winston-Salem/Forsyth County
YGA members at March 2009 grant celebration
Youth Grantmakers in Action
its second grant
Youth Grantmakers in Action (YGA) is a diverse group of
cycle in the fall of
teenagers who work together to develop guidelines, solicit proposals and
2009 by request-
make grants to community programs developed by their peers. Members,
ing proposals for
who are between the ages of 14 and 17 and this year represent 10 differ-
programming
ent high schools, commit considerable time and energy during the school
that focuses on
year to plan the application process and make grants to youth-led projects
improving finan-
in Forsyth County.
cial literacy in the
YGA is funded through the Youth Philanthropy Initiative Fund of
African-American
The Winston-Salem Foundation. Each year the endowment fund grows
community. Grant
through YGA participant fundraising.
recipients will be
In January 2009, YGA awarded six grants in its fourth grant cycle,
announced in late
including support for a children’s carnival at The Children’s Center, a
2009.
breast cancer awareness program at a local high school, and meal preparation for families staying at the Ronald McDonald House.
[6–7] Overview
the winston-salem foundation annual report
The Women’s Fund of Winston-Salem SINCE ITS INCEPTION IN 2006, The Women’s Fund has experienced
Membership in The Women’s Fund is $1,200 per year, which can be paid
exceptional growth in membership and funds contributed. This diverse
individually or within a group of up to 12 women. The Women’s Fund’s inclu-
group of approximately 700 women and girls makes a difference by pool-
sive membership model is designed to ensure that all women and girls, regard-
ing their financial resources to make grants that will improve the lives of
less of their economic statuses, have an opportunity to become active philan-
women and girls in our community. A portion of each membership is also
thropists by sharing their time, treasures, and talents to better the community.
invested in an endowment fund, which has now grown to over $170,000. In October 2008, The Women’s Fund held its third annual awards luncheon, an important event highlighting grant recipients and connecting a community of female donors and supporters of issues that impact women and girls. The Women’s Fund also launched its new Web site (www.womensfundws.org) in June and will be announcing new grant recipients in November 2009. The Fund awarded over $182,000 to nine nonprofit organizations in 2008. Grant recipients included Bethesda Center for the Homeless; Carver School Road Branch Library; Center of Excellence for Research, Teaching, & Learning at Wake Forest University School of Medicine; Children’s Law Center of Central North Carolina; Crisis Control Ministry; Empowering Girls in Real Life Situations; Experiment in Self-Reliance; Winston-Salem/ Forsyth County Schools; and Winston-Salem Youth Arts Institute.
2008 Women’s Fund grantees at October luncheon
Stories of Community When the strengths of individuals are interconnected
and given opportunity to shape
a community, great things become possible. One thing we know for sure is that this doesn’t just happen. Excellence is an achievement of will, a testament to patience, an intent realized over time. In the following profiles, we are pleased to share the stories of passionate and visionary people whose generosity of spirit, thoughtfulness and extraordinary determination have helped make our community a more excellent place for all. Whether saving pristine land, expanding the boundaries of education, championing the power of family philanthropy or broadening access to healthcare and financial advice, these are stories of imagination and perseverance coming together successfully to build excellence in our community.
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stories of comm u nity
[8–9]
founder’s profile
Ninety Years of Sharing the willingham family
f
rank Willingham was five years old in 1919 when
upon him by the governor—would have breakfast with his family before
his grandfather, Colonel Francis Fries, created The Winston-Salem
walking down the hill to Indera Mills. “He knew most everybody by name,”
Foundation with a $1,000 gift.
Willingham recalls. “He was a people person.”
Willingham was living with his grandfather at the time of the
He traveled extensively throughout the world, including trips to Europe and
Foundation’s establishment, but says, “He didn’t talk much about that
Africa. His recognition of what different people and cultures could contribute to
with the family; he was really interested in talking about what was going
one another exemplifies the inclusion that the Foundation strives for today.
on in the world. His hobby was working.”
Frank Willingham’s son, John, who is now president of Indera Mills, rec-
Col. Fries was President of Wachovia Bank and Trust Company, and his family had established Arista Mill, Maline Mills and Indera Mills in WinstonSalem, as well as other mills in nearby cities. Fries was also instrumental in
ognizes the excellence that his great-grandfather represented. “I’ve always been fascinated by his business acumen,” John says. “He started and ran businesses and did many philanthropic things.” Col. Fries’ generosity greatly influenced his grandson. Frank Willingham
ensuring that the Norfolk & Western
and his wife Lucy became Legacy Society members through the establishment
Railroad line was built between
of a charitable remainder trust with the Foundation. A lifelong supporter of
Roanoke and Winston in 1889, as well
the Foundation, Frank also served on the Foundation’s governing Committee
as the Winston-Salem southbound rail-
from 1956 to 1975.
road extension through High Point. He lived by the communal
Frank in turn passed the value of generosity on to his son, John, who, with his wife Donna, has established a donor-advised fund and is also a
Moravian value that the good fortune
Foundation Legacy Society member. John is also actively involved in promot-
of one family should be shared with
ing philanthropy through the Yadkin County Community Foundation.
others. The values of integrity, inclu-
“I think Dad is the prime example of philanthropy; that’s where my
sion, excellence and generosity that he
example of philanthropy came from,” says John. “He’s had this giving part of
exemplified nearly a century ago also serve as the guiding principles of the Foundation today.
him all of his life; you can’t help but admire that.” That interconnectedness and responsibility for one another is a philoso-
Willingham recalls that one of the key lessons his grandfather taught him was “Being fair to people, being honest, that was the main thing.” That
phy ingrained into both Willinghams, following the example set by Col. Fries. “No one is an island,” Frank Willingham wrote in a Foundation publica-
integrity came through in Fries’ many business ventures and in his relation-
tion in 1994. “Everything we have came to us either though an inheritance or
ships with others. Each morning, Col. Fries—the “Colonel” a title bestowed
through working with others. It’s up to us to share it again.”
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Frank Willingham established the Willingham Irrevocable Living Annuity Trust in 1998. The John W. and Donna H. Willingham Advised Fund is a donor-advised fund that was established in 2006. The Foundation is deeply grateful for the philanthropic legacy that their grandfather and great-grandfather, Col. Fries, established for our community.
The Foundation awarded a $52,000 grant in 2008 to Consumer Credit Counseling Service from the Lila Church Bradford Memorial Fund and the D. Elwood Clinard Charitable Trust to help expand its foreclosure program by adding full-time counselors at a time when the need for those services was becoming critical in the community.
grantee profile
One Step at a Time consumer credit counseling service
d
erek and Paulette Smith say that Consumer Credit
baking mixes. “Right now, with the way the economy is, it’s important to
Counseling Service of Forsyth County gave them hope at a time when
keep your spirits up so you can keep moving forward,” Paulette says.
his company closed, he lost his job, and they faced foreclosure on the home
Established in 1972, Consumer Credit Counseling Service has counsel-
they had purchased in 2006.
ors who use a triage system to identify those people facing the most severe
“It did seem hopeless for a while,” Smith admits. “It is tough to ask for
financial challenges. They offer steps to take even before the first in-person
help.”
counseling session by providing information, advice and support by phone. In
Although Smith had been working temporary jobs since losing employ-
addition to helping with current economic challenges, agency counselors help
ment in 2008, his salary was cut in half, and the financial struggle eventually
individuals and families develop strategies to achieve their long-term financial
caused the family to fall three months behind on their mortgage payment.
dreams for home ownership, college and retirement, Laroche says.
He tried to call his mortgage company, but says that they refused to talk to
“We help people move from where they are to where they want to be,”
him about late payments or a loan restructuring plan. He met with counselors
Laroche says. “We feel that what we offer people is hope.”
at Consumer Credit Counseling Service who worked with him to get all his background paperwork in order, and then together they called his mortgage company. After eight weeks, the Smiths learned they had been approved for a loan modification with lower interest rates. “It was a significant change,” Smith says. “It was a lot of pressure off us right now; it was like a gift from the Lord. Without CCCS we most likely would have had to sell our home.” Over a 15-month period beginning in March 2008, the assistance provided by Consumer Credit Counseling Service to families facing foreclosure doubled, according to Peter Laroche, President and CEO. In fiscal year 2007-2008 alone, their counselors conducted 9,575 financial counseling sessions that impacted more than 25,000 family members. “The economic situations our clients are experiencing are by far the worst the agency has ever seen,” Laroche says. For the Smiths, working with the program boosted their morale, and they have recently begun their own business to sell family-friendly homemade the winston-salem foundation annual report
stories of comm u nity
[12–13]
grantee profile
Working Together healthcare access
a
ccess to affordable medical care is a great challenge
for many uninsured low-income individuals. Through HealthCare
Access, Winston-Salem’s medical community is giving these patients the
Dr. Chere Monique Chase, Medical Director of Neurosciences at Forsyth Medical Center, participates in the program. “Over $10 million in care has been provided to people who might not have otherwise received it,” she notes.
health care they need.
“I am proud to be a part of a collaborative effort
In the early 1990s, the Doctor’s Care
between Forsyth Medical Center and Wake Forest
program provided health care to 200 to
University Baptist Hospital. Each member of the
300 uninsured patients each year. But there
team understands that the purpose and vision of
were growing needs on the horizon: repre-
the collaborative is to improve the overall health
sentatives of Wake Forest University Baptist
of the community to the best of our ability.”
Medical Center, Forsyth Medical Center,
Beason praises the generosity of the over
and the Forsyth County Health Department
1,300 physicians who participate by provid-
realized that a more extensive program
ing services including primary care, radiology,
should be developed.
pathology, anesthesiology and specialty care.
In 2001, led by the United Way of
“It’s amazing just how much it’s a rou-
Forsyth County, a committee of community
tine part of the fabric of our care,” says Dr.
leaders oversaw a study to assess existing services and develop a plan for what
James Wofford, Downtown Health Clinic Chief of Adult Medicine and
eventually became HealthCare Access.
Associate Professor at WFU Baptist Medical Center. The hospital introduces
HealthCare Access patients have complex and/or chronic medical condi-
HealthCare Access to doctors-in-training early on, providing valuable learn-
tions, and range in age from 18 to 64. After a patient is screened based on
ing opportunities for them. Having an agency like HealthCare Access helps
income criteria, he or she is assigned to a volunteer physician for medical care.
streamline patient care, he says, and at a time when 30 percent of their
“The whole issue of patient dignity has been important with the process,” says HealthCare Access Executive Director Mary Anne Squire. All patients receive a HealthCare Access card, and most pay small co-pays. Dr. Edward Beason served as a physician advocate recruiting doctors to participate in the program when it began in 2004. “Both hospitals were key,” Beason says. “They have been constant supporters of the program.”
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patients are uninsured, “We’re looking for any agencies that can help.” The struggling economy has increased the numbers of people meeting the poverty criteria, and HealthCare Access currently reports having over 2,300 active patients. For Beason, the value of HealthCare Access comes down to a simple question: “What would these people do if this wasn’t here?”
In 2001 the Foundation provided a $25,000 grant from the John W. and Alice Rose Alspaugh Memorial Funds to help fund a consultant to study and develop a plan for what subsequently became HealthCare Access. Drs. Chere Chase and James Wofford (pictured)
Piedmont Land Conservancy received a $50,000 Foundation grant to the Land Protection Revolving Fund in 2007 from the S.G. Dale Fund and the Raymond B. Hooker, Jr. Fund.
grantee profile
Protecting Piedmont Treasures piedmont land conservancy
w
ild ginger, rhododendron and flame azalea
thrive in the forests of Fisher Peak Natural Heritage area in Surry
County, a place of unique beauty that holds the highest peak in the ninecounty service region of the Piedmont Land Conservancy. Just an hour’s drive from Winston-Salem, Fisher Peak emerges majestically from the pastoral landscape as one crosses from Virginia into North Carolina driving along the Blue Ridge Parkway. The pristine condition of these lands provides protection to the headwaters of Fisher River, which feeds into the Yadkin River, the source of drinking water for Winston-Salem residents. “It’s in everyone’s interest to have a clean drinking water supply coming down the Yadkin River,” says Kevin Redding, executive director of Piedmont Land Conservancy. In 2008, the Conservancy was able to purchase 413 acres of this natural treasure—its second purchase of a Fisher Peak tract—in part due to a Foundation grant to the Land Protection Revolving Fund of their Protecting the Nature of the Piedmont capital campaign. The Foundation’s history of working with Piedmont Land Conservancy includes four other grants since 1999 that have been used for various projects that benefit residents in the Foundation’s service area: a master plan for a greenway connecting watershed trails in Forsyth and Guilford counties; The Emily Allen Wildflower Preserve in Winston-Salem; public relations and development support; and funding for regional environmental protection. The Conservancy is working to piece together approximately 1,700 acres around Fisher Peak to make it appealing to a public agency that could develop it as a public park so that more people would be able to enjoy the resource. “What we accomplish here in our own backyard multiplies itself,” Redding says. “We are saving the places we love for the benefit of present and future generations.” the winston-salem foundation annual report
stories of comm u nity
[16–17]
student aid profile
Called to Teach lundon sims
l
undon Sims shares her knowledge, her passion—and
her high expectations—with students in her Spanish and U.S. and World
History classes at R. J. Reynolds High School. Sims, 29, grew up in Winston-Salem and was raised by her mother, Joy, who recently graduated from Forsyth Tech with an associate arts degree in human services. “A lot of my compassion for other people came from her,” Sims says.
Elon encouraged travel abroad, and Sims traveled to Spain for five months of study during her sophomore year. She shared her passion for Spanish when she taught K-12th-grade migrant students in their homes during a Duke University summer program; after graduation from Elon, she taught environmental education for the Peace Corps in Nicaragua. “She is an extremely creative instructor and always challenges her students to think and act with a global perspective,” notes Art Paschal, principal
Sims graduated from Mount Tabor High School, and then attended Elon University through a North Carolina Teaching Fellows Scholarship. She also
of Reynolds High School, where Sims has taught since 2005. Sims encourages her students “to reach out beyond the four walls of the
received a Kate B. Reynolds Scholarship from the Foundation that provided
classroom” by contributing volunteer hours at nonprofit organizations in a
resources for other college expenses.
project she designed for her World History students. Her students also donate to Samaritan Ministries, and they’ve sponsored international small businesses. “I feel with teaching, if you can do it, you should,” Sims says, and adds that she receives benefits from her students. She thrives in the dynamic, interactive environment that her students provide. Sims also strives to enrich her teaching methods. She recently studied in Ecuador in an intensive three-week summer immersion in upper-level Spanish and received assistance with her travel costs through the Foundation’s Blanche Raper Zimmerman Scholarship. Connecting language and history with cultural awareness has been an ongoing pursuit for Sims, who explains that “the ability to teach about countries and cultures in which I have actually lived and traveled is an asset to my students.”
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Since 1979, The Kate B. Reynolds Charitable Trust has distributed scholarship funds to The Winston-Salem Foundation for the Kate B. Reynolds Scholarship, which provides educational aid for Forsyth County students seeking higher education. The Blanche Raper Zimmerman Scholarship, established in 1986, awards annual mini-grants for Forsyth County teacher enrichment.
The Benjamin and Avon Ruffin Family Fund, a donor-advised fund, was established in 2007 in memory of Avon’s husband Ben to continue to support the causes that he cared about.
donor profile
Giving Back The ruffin family
f
or Avon Ruffin, giving back to the community has always
Avon is retired from the Winston-Salem/Forsyth County School System,
been an integral part of life, and through the fund that she established
where she had been the K-12 social studies supervisor. She has volunteered
in her husband’s memory, she continues to support those activities they had
at the Foundation by reviewing applications for the Sam and Anne Booke
supported together.
Teaching Awards, which provide professional development grants to teachers.
“His life goal, I think, was to give back,” she says of her husband Ben,
She chose to honor her husband with a donor-advised fund at the
who died unexpectedly in 2006, leaving behind his wife and two daughters,
Foundation because she was familiar with the work it does in the community.
Benita and April.
It offers many ways to help many people, she says, and it is a “…secure and
Ben was known for breaking down racial barriers and building social
safe means of giving.”
capital among diverse groups. He was the first African-American to serve
Giving back to their community has never been a question for the Ruffins.
as Chairman of the UNC Board of Governors, and as Special Assistant for
“It’s about civic responsibility,” Avon says. “It’s about social responsibility.”
Minority Affairs under former Gov. James B. Hunt, Jr., he was instrumental in increasing the number of African-American state judges and government employees. He was previously Vice President of Corporate Affairs at R. J. Reynolds Tobacco Company, and he later founded The Ruffin Group. Avon believes that Ben followed the scripture that says, “To whom much is given, much is expected.” “I think he felt he had been blessed in his work and his career, and he always had a need to give back. There was a genuineness about him and a caring about people,” Avon continues. “I think that just came through in his relationships that he had.” Over the years, they supported the United Negro College Fund, Senior Services and the National Black Theatre Festival. Ben also established the Catherine Wallace Ruffin Scholarship at North Carolina Central University in honor of his mother, and Avon currently serves on the Board of Trustees there. She has also established a student scholarship there in her husband’s name, as well as the Benjamin S. Ruffin Endowed Professorship to fund visiting professors.
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stories of comm u nity
[20–21]
donor profile
Lessons Learned The waugh family
w
ake Forest University sophomore Lisa Waugh
ship to hungry people downtown. Philip, a 10th grader, volunteers at Love
remembers filling three jars when she was growing up: one for long-
Thy Neighbor, The Children’s Home farm, and on church mission trips.
term savings, one for short-term savings, and another for charity. Her parents Phil and Jean instilled in both Lisa and her brother Philip
Phil grew up in Winston-Salem, and Jean grew up in the small eastern North Carolina town of Riegelwood; the two met at East Carolina University.
the importance of giving back to their community. “The giving back is such
“My mom and dad always shared the importance of giving back and being
an integral part of life, it seems normal,” Lisa says. “They’ve set an awesome
part of the community,” Phil says. For Jean, “Everything we did was through
example. I think that’s the best way to be taught.”
the church, neighbors looking out for neighbors.”
Lisa helped to found “Love Thy Neighbor” at Centenary United Methodist Church, a program in which the youth group provides hot lunches and fellow-
They chose to move to Winston-Salem because “it’s a great place to raise a family,” and Phil’s parents lived here. A friend from church introduced them to the Foundation. Through their donor-advised fund, they often designate funds for the Ronald McDonald House and also Senior Services, which Phil especially values because his father suffered from Alzheimer’s disease. From her parents, Lisa has learned that people give according to their own abilities and gifts. “Dad and I give in a completely different way,” she says. Her father is on the boards of Senior Services and Forsyth Country Day School, chairs the Finance Committee at Centenary, and serves on the Asset Development Committee of the Foundation. Lisa, Philip, and their mother prefer the face-to-face interaction with those whom they help. “You can always offer something,” Lisa says. Jean says that teaching their children such lessons has been a conscious decision. “We just feel like we’ve been blessed,” she says. “It’s all about realizing what you have, and at the same time you’re so much more than what you have. It’s as much about the time as it is about the money. There are a lot of people out there that need what we have to give.”
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The Jean and Phil Waugh Family Trust was established at the Foundation in 2001 as a donor-advised fund to benefit nonprofit programs that the Waughs support.
Grants 2008 SINCE OUR COMMUNITY’S EARLIEST DAYS, nonprofit organizations have
been essential partners in making this a healthier place to call home. In 2008, the Foundation awarded a total of $24 million in grants, including more than $2 million in 84 competitive community grants to local nonprofits. The Foundation’s student aid program provided 524 student awards in the 2008-2009 school year, with over $830,000 distributed in scholarships and grants, and $153,000 in low-interest loans.
Types of Grants COMPETITIVE COMMUNITY GRANTS from the Foundation’s
unrestricted and field of interest funds are focused in seven program areas: Arts and Culture, Education and Recreation, Health, Human Services, Older Adults, Public Interest and Youth. A comprehensive list of 2008 competitive grants is provided on the pages that follow. For information on application procedures for competitive community grants, please refer to the “Grant Seekers” section of the Foundation’s Web site at www.wsfoundation.org. ADVISED GRANTS connect donors with the power of philanthropy by
using advised funds and funds that are advised by committees and others.
[24–25] grants
the winston-salem foundation annual report
While final grant decisions rest with the Foundation Committee, donors’ preferences are considered carefully in awarding grants from these funds. DESIGNATED GRANTS ensure long-term annual support from a
fund’s income for one or more organizations identified by the donor at the time the designated fund is created. STUDENT AID SCHOLARSHIPS, GRANTS AND LOANS are
made through the Foundation’s student aid program to assist individuals in their post-secondary education. For additional information on the Foundation’s student aid program, go to the “Students” section of www.wsfoundation.org.
Grants The following organizations received funding for competitive community grants from the Foundation in 2008. These organizations,
listed by program area, cross geographic, cultural and racial divides as they serve our community. Grant totals have also been provided by program area for 2008 grants committed from designated and agency endowment funds, and advised funds.
Arts and Culture Organization Name
Grant Amount
Project Description
Fund
Arts Council of Winston-Salem and Forsyth County
$200,000
to support the capital campaign
Charles Babcock, Jr. Field of Interest Fund, Samuel A. Harris and Roslyn S. Harris Fund
Associated Artists of Winston-Salem, Inc.
$26,500
to implement a marketing plan
Community Arts Fund, Walter V. and Martha W. Murray Advised Fund
Downtown Winston-Salem Partnership, Inc.
$8,000
to help staff the production of a summer concert series for a second year
Samuel A. Harris and Roslyn S. Harris Fund
Moravian Music Foundation, Inc.
$10,000
to help fund the development of an online catalog
Samuel A. Harris and Roslyn S. Harris Fund
North Carolina School of the Arts Foundation, Inc.
$10,000
to help expand the preparatory dance program
Eisenberg Family Fund for Arts and Culture, Mary Reynolds Babcock Cultural Improvement Fund
Reynolda House Museum of American Art
$7,926
for a series of community forums
J. C. Tise Fund
University of North Carolina School of the Arts
$18,000
to support the Magnolia Baroque Festival for a third year
Charles Babcock, Jr. Field of Interest Fund, Walter V. and Martha W. Murray Advised Fund
Winston-Salem Delta Fine Arts, Inc.
$9,000
for the second annual quilt show
Community Arts Fund
Winston-Salem Symphony
$20,000
to help fund a marketing and development assistant for a second year
Samuel A. Harris and Roslyn S. Harris Fund
Winston-Salem Youth Arts Institute
$20,000
to fund the position of program director for a second year
Nancy R. Baity Trust, Edna B. Parkin Georges Youth Fund
Grants Committed from unrestricted and field of interest funds
$329,426
Grants Committed from Designated and Agency Endowment Funds
$171,722
Grants Committed from Advised Funds
$816,572
Total 2008 Grants committed to arts and culture
$1,317,720
GRANTS public interest Organization Name
Grant Amount
Project Description
Fund
Consumer Credit Counseling Service of Forsyth County, Inc.
$52,000
to expand the foreclosure program
D. Elwood Clinard Charitable Trust, Lila Church Bradford Memorial Fund
Democracy North Carolina
$12,000
to help support the Winston-Salem Voting Rights Coalition's nonpartisan voter registration and education efforts
Donna Germain Rader and Martin H. Rader Fund, Wachovia Bank of NC Fund, Sarah Murphy McFarland Advised Fund
Experiment in Self-Reliance
$25,000
to fund a community awareness and marketing campaign
The Community Fund, Katherine W. Otterbourg Fund
Forsyth Futures
$60,000
to fund a community collaborative to improve positive outcomes for children, adults and families
Charles Babcock, Jr. Discretionary Fund, John W. and Alice Rose Alspaugh Memorial Funds, John W. and Celeste T. Alspaugh Memorial Fund, Edward S. and Barbara R. Beason Advised Fund
Forsyth Humane Society, Inc.
$60,000
to fund a mobile adoption and education clinic
Edna B. Parkin Georges Animal Fund
Historic Bethabara Park, Inc.
$15,000
to produce a pocket field guide for visitors to Historic Bethabara Park
J. C. Tise Fund, Walter V. and Martha W. Murray Advised Fund, Youth Activities Fund
Institute for Dismantling Racism
$30,000
to support a program manager for a second year
R. J. Reynolds Tobacco Company Fund, The Community Fund, Benjamin and Avon Ruffin Family Fund
Interfaith Youth Tour
$600
to fund a project to promote tolerance and education of religious diversity
Youth Activities Fund
Latino Community Development Center
$100,000
to support the opening of a Latino Community Credit Union branch in Winston-Salem
Kerr and Naomi Pinnix Discretionary Fund, Lila Church Bradford Memorial Fund, Robert E. Lasater Endowment Fund, Credence Fund, Mil and Marsh Naugle Fund
Lewisville Historical Society
$25,000
to help support the relocation of the historic Nissen House
Raymond B. Hooker, Jr. Fund – Unrestricted
Lloyd Presbyterian Church
$35,000
to help preserve African-American history in Forsyth County
Anne Hanes Willis Fund, Fenwick-Rice Fund, Isabel McRae Fund, John Alexander McClung, DDS FACD Trust, Martha K. Knott Fund, Victor I. Flow, Jr. Family Fund, Mil and Marsh Naugle Fund, Credence Fund, Martha Albertson Fund
Neighbors for Better Neighborhoods
$50,000
to support the development of community assets in neighborhoods
Ava Gardner Fund, Margaret W. Parker Fund
Neighbors for Better Neighborhoods
$347
to fund a professional development opportunity with Grassroots Grantmakers
Winston-Salem Foundation Staff Endowment
Nonprofit and Volunteer Connections
$75,000
to support capacity building for nonprofits and increase volunteerism
Samuel and Elizabeth Rose Fund, The Community Fund
North Carolina Center for Public Policy Research
$25,000
to make public research available online
J. C. Tise Fund
North Carolina Cooperative Extension Service, Forsyth County
$5,000
to continue funding the restoration of the Arboretum at Tanglewood
Anne Hanes Willis Fund
Old Salem Museums and Gardens
$6,500
to beautify an area around Salem Creek
Anne Hanes Willis Fund
Paul J. Ciener Botanical Garden
$50,000
to provide support in the development of a botanical garden
Anne Hanes Willis Fund
Rufus Dalton Awards
$5,441
to award the Rufus Dalton Award to five officers who were injured in the line of duty
Rufus W. Dalton Trust
SciWorks
$12,000
to support an interactive exhibit on Sub-Saharan Africa
A. F. Clement Fund
United Way of Forsyth County
$20,000
to fund the director of the Ten-Year Plan to End Chronic Homelessness
Albert L. Butler, Jr. Fund, Etta Mae Pope Trust, Marian G. and Charles W. DeBell Trust, R. J. Reynolds Tobacco Company Fund, Stokes Ivey and Orpha Marie Leonard Pope Family Trust, William and Allan Hollan Charitable Fund
Winston-Salem Community Development Support Collaborative
$125,000
to help support a pool of funds to support operating costs and technical assistance for mature and emerging community development corporations
Barbara Lasater Hanes Fund, Bess Gray Plumly Fund, Carl W. and Annie M. Harris Endowment, Mr. and Mrs. Thomas B. Rice Memorial Fund, Nancy T. Pleasants Community Development Fund, Robert Edwin Taylor and Margaret Long Taylor Memorial Fund, William N. Hailey Fund
Winston-Salem Urban League
$25,000
to assist with the area of resource development for a third year
Samuel and Elizabeth Rose Fund
Work Family Resource Center, Inc.
$9,000
for the development of a Web site
Margaret and Harrell Hill Fund
Grants Committed from unrestricted and field of interest funds
$822,888
Grants committed from designated and agency endowment funds
$165,450
Grants committed from advised funds
$6,658,064
Total 2008 Grants committed to public interest
$7,646,402
Education and recreation Organization Name
Grant Amount
Project Description
Fund
ABC of NC Child Development
$50,400
for a development and volunteer coordinator
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped, Harriet Taylor Flynt Fund
Arts-Based Elementary School
$12,500
to help fund the documentation of arts-integrated teaching practices
A. F. Clement Fund
The Children’s Center
$65,000
to fund a development and donor relations officer
Claire Lockhart Follin-Mace Fund
Communities in Schools of Forsyth County
$15,000
to partially fund the salary of an executive director for a third year
Jessica T. Fogle Fund, Katherine W. Otterbourg Fund
Crosby Scholars Community Partnership
$10,000
to fund the redesign and update of the Crosby Scholars Web site
Robert A. and Constance C. Emken Education Fund
Enrichment Center, Inc.
$19,000
to help support three artist residencies
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
Enrichment Center, Inc.
$5,000
to help support a cultural exchange program for the Percussion Ensemble
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
Greater Winston-Salem Chamber of Commerce Foundation
$12,500
to support the Graduate. It Pays. Senior Academy
Robert A. and Constance C. Emken Education Fund
Mt. Zion Baptist Church
$6,000
to help fund an after-school educational program
Edna B. Parkin Georges Youth Fund
Northwest Child Development Center, Inc.
$25,000
to support professional help with resource development for a second year
Edna B. Parkin Georges Youth Fund
Twin City Youth Soccer Association, Inc.
$50,000
to fund the capital campaign and the Soccer in the Streets program
J. Frank and Mary S. Mock Fund, Jessica T. Fogle Fund, Thomas H. Davis Advised Trust, Harrison Family Fund
Wake Forest University
$12,000
to install an exhibit on the Maya culture of Mexico and Central America
J. C. Tise Fund, Mary Reynolds Babcock Cultural Improvement Fund
Winston-Salem/Forsyth County Schools
$17,117
for advanced FM listening technology for students with hearing impairment
Claire Lockhart Follin-Mace Fund
Winston-Salem/Forsyth County Schools
$14,218
to help support a bilingual community outreach worker for teen mothers and their children
A. F. Clement Fund, Katherine W. Otterbourg Fund
Winston-Salem/Forsyth County Schools
$2,831
to enhance Winston-Salem Preparatory Academy's athletic and physical education programs
A. F. Clement Fund
Winston-Salem/Forsyth County Schools
$2,317
to support a bilingual community outreach worker for teen mothers and their children
A. F. Clement Fund
Winston-Salem/Forsyth County Schools
$650
to provide mentoring for girls
Edna B. Parkin Georges Youth Fund
Winston-Salem/Forsyth County Schools
$600
to provide mentoring for girls at Bolton Elementary
Art and Dannie Weber Education Fund
YMCA of Northwest North Carolina
$7,000
to help fund a mentoring program for Hispanic families for a third year
Jessica T. Fogle Fund
Grants Committed from unrestricted and field of interest funds
$327,133
Grants committed from designated and agency endowment funds
$819,853
Grants committed from advised funds
$3,879,989
Total 2008 Grants committed to education and recreation
$5,026,975
OLDER ADULTS Grants committed from designated and agency endowment funds
$209,104
Grants committed from advised funds
$384,705
Total 2008 Grants committed to older adults
$593,809
the winston-salem foundation annual report
G rants [ 2 6 – 2 7 ]
GRANTS
health Organization Name
Grant Amount
Project Description
Fund
AIDS Care Service, Inc.
$50,000
to continue a mental health support service for HIV-positive individuals and their families for a second year
Harriet Taylor Flynt Fund
Cancer Services, Inc.
$6,000
to support a wellness coordinator for a third year
Jeannette Norfleet Fund
Horizons Residential Care Center
$25,000
to upgrade a building at the main campus
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
Hospital Hospitality House
$50,000
for an additional grant to the capital campaign to build the guest house
John W. and Alice Rose Alspaugh Memorial Funds, Twin City Hospital Funds
Mental Health Association in Forsyth County, Inc.
$8,400
to expand a program to treat eating disorders
Harriet Taylor Flynt Fund, Walter V. and Martha W. Murray Advised Fund
Mental Health Working Group
$10,000
to fund a consultant to provide the assessment of mental health services
Harriet Taylor Flynt Fund
North Carolina Harm Reduction Coalition, Inc.
$10,358
to fund a Hepatitis C education and testing program
Franklin Cromer Cordell Fund, Richard E. Ashburn Trust
Shepherd's Center of Greater WinstonSalem
$35,000
for a congregational nurse and health ministry program
Harriet Taylor Flynt Fund
Southside United Health Center Steering Committee
$75,000
to fund a prenatal and well-child clinic on the Southside
Frank E. Llewellyn T.B. Fund, Margaret and Harrell Hill Fund, Twin City Hospital Funds, Herbert and Ann Brenner Fund, Christopher Richard Eagan Fund, Edward S. and Barbara T. Beason Advised Fund, Craven Family Fund, Sam and Pauline Carter Fund; Walter V. and Martha W. Murray Advised Fund
Special Children's School
$15,077
to support a hospital-based coordinator of family services
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
University of North Carolina at Chapel Hill
$20,000
for the Center for Infectious Diseases to continue a project in the Foundation's service area for HIV-infected former prisoners, for a second year
Harriet Taylor Flynt Fund
Wake Forest University Health Sciences
$40,690
to fund a nutrition education program for low-income minority and Spanish-speaking families
Frank E. Llewellyn T.B. Fund, John W. and Alice Rose Alspaugh Memorial Funds, Mil and Marsh Naugle Fund
Grants Committed from unrestricted and field of interest funds
$345,525
Grants committed from designated and agency endowment funds
$854,350
Grants committed from advised funds
$749,578
Total 2008 Grants committed to health
$1,949,453
Religion Grants committed from designated and agency endowment funds
$326,725
Grants committed from advised funds
$2,623,871
Total 2008 Grants committed to religion
$2,950,596
Human services Organization Name
Grant Amount
Project Description
Fund
Bethesda Center for the Homeless, Inc.
$30,000
to help support a development director for a second year
The Community Fund
ECHO Council
$18,500
to help individuals with physical disabilities participate in the StoryLine bus project sponsored by the ECHO Council
Claire Lockhart Follin-Mace Fund
Family Services, Inc.
$25,000
to provide additional support for the Second Century capital campaign
Harriet Taylor Flynt Fund
Horsepower Therapeutic Learning Center
$10,000
to purchase equipment to maintain a safe environment for riders with disabilities
Claire Lockhart Follin-Mace Fund
Lamb Foundation of N.C., Inc.
$5,000
to support the 2008 campaign for children and adults with mental disabilities
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
Next Step Ministries, Inc.
$5,000
to assist with the salary of the executive director for a third year
Marcus Lew Davis Memorial Fund
Partners for Homeownership
$64,820
for the development of permanent supportive housing units
Harriet Taylor Flynt Fund, Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara T. Beason Advised Fund
Special Olympics North Carolina
$5,000
to fund Winston-Salem athletes' participation in a statewide basketball and cheerleading tournament to be held in Winston-Salem.
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
Vigils for Healing
$2,500
to provide monetary support for the family members of victims of violent death
Chrissy Gallaher Victim's Assistance Fund
Winston-Salem Forsyth County Council on Services for Homeless
$8,000
to fund an overflow shelter for a second year
Dr. Calvin and Ruth H. Ogburn Trust, Benjamin and Avon Ruffin Family Fund, Walter V. and Martha W. Murray Advised Fund
Winston-Salem Industries for the Blind
$30,000
For the Summer Enrichment Experience (SEE), a children's program of A Brighter Path
Claire Lockhart Follin-Mace Fund
Grants Committed from unrestricted and field of interest funds
$203,820
Grants committed from designated and agency endowment funds
$373,799
Grants committed from advised funds
$2,490,370
Total 2008 Grants committed to human services
$3,067,989
youth Organization Name
Grant Amount
Project Description
Fund
The Chef and Child Foundation/Triad A.C.F.
$15,000
for a marketing and education coordinator
Camp Robert Vaughn Fund, Thomas H. Davis Advised Trust
El Buen Pastor Latino Community Services
$8,000
to partially fund a position for youth programming for a second year
John W. and Celeste T. Alspaugh Memorial Fund, Robert G. Auchincloss Fund
Kappa League of Winston-Salem
$1,000
to fund a historical enrichment experience for young men
Youth Activities Fund
North Carolina Lady Tigers
$1,000
to fund expenses for girls fast-pitch softball
Youth Activities Fund
Salem Gardens Youth Council
$575
for the step team and an educational trip to Asheville
Youth Activities Fund
Winston-Salem Tiny Vikings
$1,000
to fund registration fees for youth who cannot afford to participate
Youth Activities Fund
Grants Committed from unrestricted and field of interest funds
$26,575
Grants committed from designated and agency endowment funds
$229,738
Grants committed from advised funds
$252,803
Total 2008 Grants committed to youth
$509,116
the winston-salem foundation annual report
G rants [ 2 8 – 2 9 ]
Funds and Donors of committed donors, investing in both the current and future health of our community, has enabled the Foundation to support many causes from education to recreation to human services, enriching the lives of our neighbors in all life stages—from youth through older adults. As of December 31, 2008, the Foundation administered more than 1,200 charitable funds that serve a variety of philanthropic purposes. A 90-YEAR HISTORY
Knowing that they cannot predict future opportunities
to help in our community, many donors demonstrate the highest level of trust in the integrity of the Foundation by establishing endowed unrestricted and field of interest funds that support timely competitive community grants such as those profiled and listed earlier in this report. These grants, to community organizations as varied as Consumer Credit Counseling Services, HealthCare Access, and Piedmont Land Conservancy, will impact our community positively and substantially for
many years to come—and the Foundation’s ability to provide community grants has been crucial in supporting these programs over time. The Foundation administers both endowed and non-endowed donor funds, matching individuals, families and organizations with fund types that will help them accomplish their giving goals. We are eternally grateful for all of our donors, and we look forward to serving as a resource for more philanthropic journeys in the years to come.
Types of Funds Endowed Funds:
STUDENT AID FUNDS provide students with the resources to pursue
UNRESTRICTED FUNDS offer the broadest option for charitable
their academic goals. Donors may establish funds to support students
giving. Income from these funds will be used to meet changing funding
from a particular high school, church, or county, or those who attend
opportunities in our community over time through competitive com-
a specific college or university.
munity grantmaking. real estate funds are properties designated for a charitable use FIELD OF INTEREST FUNDS give donors the opportunity to pro-
and titled in the Foundation’s name. The Foundation has continuing
vide community grantmaking support within a broad area of interest
oversight of the use and care of the property as well as responsibility for
(i.e., human services, older adults, arts, etc.)
disposition should the designated use become impractical or undesirable.
DONOR-ADVISED FUNDS enable up to two family generations of
non-endowed Funds:
donors or outside committees to make charitable grant recommenda-
NON-ENDOWED ADVISED FUNDS offer donors a simple and
tions. Foundation staff can assist donors with background information
efficient process in which to fulfill their annual charitable giving goals.
on charities or help identify pressing community needs. These funds are a convenient method of simplifying charitable giving and are an attractive alternative to a private foundation.
TEMPORARY AND SPECIAL FUNDS give the Foundation the
ability to hold a limited number of funds for organizations for charitable projects.
DESIGNATED FUNDS are established by donors who wish to provide
annual support to specific charities. Should the organization(s) cease to exist, the Foundation has the responsibility to ensure that a donor’s original intent is met.
HOW TO ESTABLISH A FUND: Setting up a fund and establishing your giving legacy is simple. Our Philanthropic Services staff will walk you through the steps to make sure that the fund you establish meets your charitable giving goals.
AGENCY FUNDS are established by charitable organizations. The
Please contact us at www.wsfoundation.org or call us at (336) 725-2382
organization benefits from the Foundation’s professional investment
for more information.
management administration, allowing the agency’s staff and board to focus on providing necessary services to its constituents.
the winston-salem foundation annual report
f u nds and donors [ 3 0 – 3 1 ]
funds andfunds Endowed donors
Unrestricted and Field of Interest Funds UNRESTRICTED FUNDS offer the broadest option for charitable giving. Income from these endowed funds is used to meet the changing needs of our
community over time through competitive grants. FIELD OF INTEREST FUNDS give donors the opportunity to provide community grantmaking support within a broad interest area (i.e., human services, older adults, arts, etc.). new funds in 2008
purpose
Vergil and Vicki Gough Fund
Established as an unrestricted fund
William D. and Jane F. Hobbs Fund
Established by charitable bequest to support the poor and needy of the community
Drane V. McCall Fund for Winston-Salem Beautiful
Established by Dr. Bill McCall in honor of his wife, Drane V. McCall
FUND
year established
Louise and Sam Adams Community Fund Lena Albright Memorial Fund R. Worth Allen and Atha J. Allen Fund
2005 1979 2005
purpose Established through a charitable trust to support the charitable needs of the community Established by family and friends for organizations that provide comfort and benefit to those suffering from cancer, especially leukemia Established by Mrs. Atha Allen in 1989 in memory of her husband and later endowed
John W. and Alice Rose Alspaugh Memorial Funds
1964
Established by bequest by John W. Alspaugh to provide health care to underprivileged people
John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust
1964
Established by bequest by John W. Alspaugh in memory of his parents to support programs for disadvantaged youth
1999
Established by an anonymous donor as an unrestricted fund
Anonymous Trust #2 Richard E. Ashburn Trust Warren David Ashburn Fund
2002 1968
Established by bequest as an unrestricted fund Established for charitable purposes of the Foundation
Charles Babcock, Jr. Discretionary Fund
2006
Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong support of emerging and changing community needs
Charles Babcock, Jr. Field of Interest Fund
2006
Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong interest in arts and culture in the community
Mary Reynolds Babcock Cultural Improvement Fund Nancy R. Baity Trust
1950 2000
Established for grants and loans to cultural and arts groups in the community Established in memory of her husband Ira W. Baity, Jr. to support programs for disadvantaged children and youth
Bank of America Fund
1995
BB&T Fund
1994
Established as an unrestricted fund in honor of the Foundation's 75th Anniversary
Lila Church Bradford Memorial Fund
1999
Established as an unrestricted fund
John W. Burress Community Fund
2007
Established as an unrestricted fund
Albert L. Butler, Jr. Fund Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund – Unrestricted
1997 2000
Established as an unrestricted fund in honor of the Foundation's 75th Anniversary
Established by the Kate B. Reynolds Charitable Trust in memory of Mr. Butler to support the poor and needy Established by the estate as an unrestricted fund
Camp Robert Vaughn Fund
1990
Established from the proceeds of the sale of Camp Robert Vaughn to support grants for children and youth
Carolina Steel Endowment Fund
1988
Established as an unrestricted fund to support worthy public purposes
Henry M. Carter, Jr. Fund
1997
Established by friends of Mr. Carter at his retirement as president of The Winston-Salem Foundation as an unrestricted fund
A. F. Clement Trust Fund
1971
Established by bequest to provide funds for education of orphans and other Forsyth County youth
D. Elwood Clinard Charitable Trust
1974
Established as an unrestricted fund by D. Elwood Clinard, Jr. in memory of his father
Community Arts Fund
1985
Established to support programs of arts organizations
The Community Fund
1919
Established by Col. F. H. Fries to address the changing needs of our community
Franklin Cromer Cordell Fund
1994
Established by family and friends to support programs that assist individuals who suffer from substance abuse problems
Rufus W. Dalton Trust
1983
Established by bequest to assist injured law enforcement officers and the spouses and children of officers killed in the performance of their duties
Eugene and Iola Daniels Memorial Trust for the Mentally Handicapped
1998
Established by the estate of Bobby A. Daniels to benefit mentally handicapped people of Winston-Salem and Forsyth County, North Carolina Unrestricted and Field of Interest Funds – continued on next page
Unrestricted and Field of Interest Funds – continued from previous page FUND
year established
Marcus Lew Davis Memorial Fund
2004
purpose Established as an unrestricted fund by Mr. G. Franklin Davis in memory of his son
Thomas H. Davis Advised Trust
1992
James R. Deadrick Fund
1989
Established by bequest as an unrestricted fund
Marian G. and Charles W. DeBell Trust
2001
Established as an unrestricted fund
John and Julia Denham Fund
2007
Established as an unrestricted fund
Eisenberg Family Fund for Arts and Culture
2007
Emergency Loan Fund of Northwest N.C.
1983
Established with special emphasis on programs for youth
Established as a field of interest fund to support arts and culture Established by the Donors Forum of Forsyth County to provide emergency loans to nonprofits in Northwest North Carolina
Robert A. and Constance C. Emken Education Fund
2000
Established to support educational programs
FenwickRice Fund
2004
Established from the Ron and Muriel Rice Fund and the Elizabeth Fenwick Fund for the Downtown Church Center to support the homeless, elderly, children, and the underserved in the community
Victor I. Flow, Jr. Family Fund
2000
Established by Mr. and Mrs. Victor I. Flow, Jr. as an unrestricted fund
Harriet Taylor Flynt Fund
1998
Established by bequest to benefit the handicapped, the elderly, or others with disabilities
Jessica T. Fogle Fund
1964
Established by bequest to support the education and development of North Carolina children
Claire Lockhart Follin-Mace Fund
1991
Established by family and friends to benefit physically disabled individuals in North Carolina
Louise Futrell Fund
1991
Established by bequest as an unrestricted fund
Chrissy Gallaher Victim's Assistance Fund Ava Gardner Fund
1992 2005
Established in honor of Chrissy Gallaher by family and friends to support victims of violent crimes Established by the Ava Gardner Trust for community grantmaking
Edna B. Parkin Georges Animal Fund
1996
Established by bequest as a special purpose fund to benefit domestic animals
Edna B. Parkin Georges Youth Fund
1996
Established by bequest to benefit disadvantaged youth
Vera Goldberg Memorial Fund
1998
Established by Milton Goldberg in memory of his wife as an unrestricted fund
Joseph G. Gordon Fund
1997
Established by the Z. Smith Reynolds Foundation in memory of Dr. Gordon to benefit disadvantaged youth
Howard Gray Endowment
1987
Established as an unrestricted fund
James A. Gray Family Fund
1989
William N. Hailey Fund
2004
Bill and Helene Halverson Fund
2006
Barbara Lasater Hanes Trust
Established as an advised fund, then converted to an unrestricted fund at Mr. Gray's death Established with the remainder interest from the William N. Hailey CRT Estabished as an unrestricted fund from a bequest by John W. Halverson
1988
Established as an unrestricted fund
James R. Hankins Fund
1967
Established by bequest as an unrestricted fund
Carl W. and Annie M. Harris Endowment Fund
1970
Established by bequest as an unrestricted fund
Samuel A. and Roslyn S. Harris Fund
1980
Established by bequest as an unrestricted fund with special interest in music education
Vicki Van Liere Helms Art Fund
2004
Established in memory of Vicki Van Liere Helms by her family and friends to support organizations and programs serving aspiring painters, sculptors and other artists
Bob and Ruth Herring Fund
2003
Established as an unrestricted fund by Mr. B. J. Herring
Margaret and Harrell Hill Fund
2007
Established as an unrestricted fund
William and Allan Hollan Charitable Fund
2004
Established with memorial gifts to William E. Hollan, Sr. to support human services
Raymond B. Hooker, Jr. Fund – Unrestricted
2000
Established by an estate gift as an unrestricted fund
Mae W. Hubbard Trust
1987
Established by bequest as an unrestricted fund with special consideration for the development, welfare and education of underprivileged and handicapped children
Allan M. Hutcherson Fund
1944
Established by bequest for Forsyth County youth programs with special consideration to those affecting underserved minority children
Earline heath King Fund
2005
Established to support art and art-related endeavors of the Foundation within North Carolina
Martha K. Knott Fund
1926
Established to provide support for general charitable purposes
R. Edward Lasater Endowment Fund
1950
Established to provide support for general charitable purposes
Lassiter Animal Welfare Fund
2003
Established with an estate gift from Allene D. Lassiter for the benefit of animals in Forsyth County
Lipscomb Fund
2004
Established in honor of Guy and Margaret Lipscomb by their granddaughter Unrestricted and Field of Interest Funds – continued on next page
the winston-salem foundation annual report
f u nds and donors [ 3 2 – 3 3 ]
Endowed funds
Unrestricted and Field of Interest Funds – continued from previous page FUND
year established
purpose
Frank E. Llewellyn T.B. Fund
1970
Established by bequest by Elizabeth P. Llewellyn for general health purposes with a priority for tuberculosis purposes whenever possible
Elsie Ann Long Memorial Fund
1995
Established through an estate gift for programs and activities benefiting needy persons living in the Appalachian region of the United States
John C. Long, M.D. Fund
1994
Established by friends of Dr. Long for support in the area of health
Elizabeth Lovett Education Endowment
1996
Established as a fund to support education
Thomas Jack Lynch Memorial Fund
1996
Established by an estate gift as an unrestricted fund
Harvey Seward Martin Fund
1996
Established by bequest by Mrs. Martin for educational purposes at the discretion of the Foundation Committee
Masich Fund
2004
John Alexander McClung, DDS-FACD Trust Isabel McRae Fund
1994 1981
Established by Jane and Tony Masich as an unrestricted fund Established by Mary Louise Gray in memory of her father to support Christian-related programs or organizations in the local community as determined by the Foundation Established by bequest as an unrestricted fund
Michalove Fund
2004
Established as an unrestricted fund with 41 consecutive years of contributions to the General Endowment Fund
J. Frank and Mary S. Mock Fund
2003
Established through a CRT to benefit needy children in Forsyth County
Algine Foy and Julius Dobson Neely Memorial Fund
1989
Established by Algine Neely Ogburn in honor of her parents for empowering and encouraging individuals to improve their lives and the lives of their families
Charles E. Norfleet Memorial Fund
1976
Established by Grizzelle M. Norfleet in memory of her brother, who served as secretary of the Foundation during its early years
Jeannette Norfleet Fund
1982
Established by family and friends to support health and medical programs, with special consideration for programs that benefit people suffering from cancer
Dr. Calvin and Ruth H. Ogburn Trust
1978
Established to provide support for general charitable purposes
Margaret W. Parker Fund
1997
Established as an unrestricted fund
Otis B. and Genevieve Parrish Fund
1987
Established to support programs for older adults with debilitating health conditions, especially Alzheimer's disease
Thomas R. and Georgia L. Pepper Family Fund
1997
Established by Dr. Francis D. Pepper in memory of his grandparents as an unrestricted fund
Kerr and Naomi Pinnix Discretionary Fund
2006
Established by a testamentary trust created by Naomi Ingram Pinnix to provide financial counseling and advice
Pfafftown Jaycees Community Fund
2005
Established by the Pfafftown Jaycees
Pleasants Hardware Company Trust
1987
Established for general charitable purposes
Nancy T. Pleasants Community Development Fund
1997
Established to support economic development, education and training, leadership development, community long-range planning, community appearance, historic preservation and regional cooperation
Virginia S. Pleasants Fund
1996
Established by an estate gift as a discretionary fund
Bess Gray Plumly Fund
1965
Established by bequest for general charitable purposes of the Foundation
Etta Mae Pope Trust
2000
Established by Louis B. Pope in memory of his sister to support the poor and needy
Stokes Ivey and Orpha Maria Leonard Pope Family Trust
2000
Established by Louis B. Pope in memory of his parents to support the poor and needy
Donna Germain Rader and Martin H. Rader Fund
2005
Established as an unrestricted fund to honor the memory of Donna Rader's parents, Owen E. Germain and Emilie Drapalski Germain
R. J. Reynolds Tobacco Company Fund
1975
Mary Neil Henderson Rice Fund
1998
Established by Thomas B. Rice, III as a memorial to his mother to support Crisis Control Ministries and organizations that serve children
Mr. and Mrs. Thomas B. Rice Memorial Fund
1991
Established by family and friends for general charitable purposes
Ann and Clay Ring Fund
1997
Established as an unrestricted fund
Samuel and Elizabeth Rose Fund
1998
Established by bequest by Samuel M. Rose to support general charitable purposes
Sarah Shore Ruffin Fund Kenard Eugene Sales Memorial Fund Sandehill Recreation Fund Louis and Jane Shaffner Fund
2004
Established as a part of the company's 100th anniversary celebration
Established by beneficiary designation of the Sarah S. Ruffin IRA
2001
Established in memory of Kenard E. Sales by family and friends to support programs benefiting disadvantaged youth
1986
Established to promote competitive swimming and water sports in Forsyth County
2007
Established as an unrestricted fund
Shepherding Fund
1992
Established to support local human service agencies
Emma Jane Skinner Fund
2001
Established by Frank B. Hanes to support human services organizations Unrestricted and Field of Interest Funds – continued on next page
[ 3 4 – 3 5 ] F UND s a n d d o n o r s
the winston-salem foundation annual report
Unrestricted and Field of Interest Funds – continued from previous page FUND
year established
Peggy and Ralph Stockton Fund
1995
purpose Established as an unrestricted fund
Ralph and Frances Stockton Trust
1993
Established as an unrestricted fund
Colin and Mary Louise Stokes Fund
1991
Established as an unrestricted fund to support charitable purposes in Forsyth County
Lillian S. Stultz Fund
1982
Established by bequest for general charitable purposes of the Foundation
Sturmer Samaritan Fund
1997
Established by Martha M. Sturmer in honor of her in-laws, Ernestine Hill and Charles A. Sturmer, to provide support for financially needy patients and residents in nursing homes in Forsyth County
The Sunshine Fund
2007
Established by Robert Jasinkiewicz to benefit domestic animals in Forsyth County
Edward and Mary Alice Tarulli Fund
2006
Established with the charitable remainder of a charitable remainder trust to provide services or programs that benefit individuals who are visually handicapped
Robert Edwin Taylor and Margaret Long Taylor Memorial Fund
2005
Established with the remainder of the Margaret Long Taylor Charitable Remainder Unitrust
J. C. Tise Fund
1927
Nelson and Dorothy Tomlinson Fund
1997
Established as an unrestricted fund
Twin City Hospital Funds
1920
Established by the executive board of the Hospital by bequest from John W. Alspaugh to benefit projects on behalf of the medically indigent in the community
Wachovia Bank of North Carolina Fund
1987
Established with a gift for unrestricted use and added to in 1994 in honor of all former and current Wachovia employees and in memory of Herbert Brenner
Spencer and Nell Waggoner Charitable Fund – Unrestricted
2005
Established by bequest to support general educational purposes with an emphasis on programs providing enrichment and outreach
Established through the estate of Nell Kerns Waggoner
Hayes and Amy Wauford Fund
2007
Established as an unrestricted fund
Art and Dannie Weber Education Fund
2007
Established as a field of interest fund for education
Anne Hanes Willis Fund Bobby Ray Wilson Human Fund Winston-Salem Foundation Staff Endowment Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped
1997
Established by Frank B. Hanes in memory of his sister to assist landscaping, gardening, and beautification in the city when public funding is not available
1996
Established to benefit incarcerated persons in Forsyth County
2002 1984
Established by B. Thomas Lawson in honor of his former Winston-Salem Foundation colleagues Established to provide recreational opportunities for the handicapped
Endowed funds
Donor-Advised Funds DONOR-ADVISED FUNDS ENABLE UP TO TWO FAMILY GENERATIONS of donors or outside committees to make charitable grant
recommendations. Foundation staff can also assist donors with background information on charities or help identify pressing community needs. These endowed funds are a convenient method of simplifying charitable giving and are an attractive alternative to a private foundation. new funds in 2008
FUND
John W. Burress Advised Fund
Burr Family Trust
2006
C. B. Eller Education Fund
1987
Ann and John Faris Community Fund
Cardwell-Archer Charitable Fund
2001
Grace H. Emken Fund
1993
Firetree Fund
Mary J. and Kenneth P. Carlson Advised Fund
2000
Carr Family Advised Fund
2006
Alex C. Ewing North Carolina School of the Arts Campus Fund
1999
Bryan D. and JoAnn M. Yates Fund
Sam N. Carter and Pauline H. Carter Fund
2000
John H. Felts, M.D. Fund
Yasser and Georgia Youssef Family Fund FUND
year established
year established
Cawood Charitable Fund
1993
FUND
year established
1994
2002
Robert and Carol Ford Charitable Trust
1996
1992
James A. and Elizabeth K. Fyock Trust
1999 1996
William T. and Sylvia F. Alderson Fund
1997
Lee Chadwell Fund
Allegacy Federal Credit Union Fund
1999
Chuck and Bobbie Chambers Advised Trust
Celeste Tucker Alspaugh Memorial Trust
1964
Charley Fund I
2007
Dr. Kenneth R. Gallup, Jr. Family Charitable Fund
Anonymous
1996
Charley Fund II
2007
Thad W., Mildred B. and Kathryn W. Garner Trust
Anonymous
2001
Lucy Hanes Chatham Fund
1949
Genesis Fund
Anonymous
2004
Ashburn Wright Wall Pollock Charitable Trust
1994
2000
Finley-Anderson Fund
1998 2007
Lucy Hanes Chatham Library Fund
1951
Glade Valley School Fund
1988
Richard T. Chatham Fund
1972
1991
Philip S. Auchincloss Fund
2000
Thomas Lenoir and Anna Hanes Chatham Fund
1998
Alice O'Kelley Goodson and William A. Goodson, Jr. Family Trust
Robert G. Auchincloss Fund
2000
Gerald and Lee Ann Chrisco Family Trust
1998
William A. and Georgia H. Goodson Fund
1968
William P. and Katharine T. Baldridge Endowment
2006
Robert Clark Family Fund
1997
Louis and Marcia Gottlieb Family Fund
1996
Marshall B Bass Children's Fund Endowment
2004
Phillip M. Clifton, M.D. Memorial Fund for Children
Grace Court Trust
1996
Bartlett and Wyatt Bassett Fund
2004
Brenda Kulynych Cline Fund
Ted and Charlotte Blount Fund
1997
Clover Street Fund
2003 1998 2003
Margaret N. Graham Art Fund
1942 1998
1999
Bernard and Anne Howell Gray Advised Fund for the Community
Eleanor and Sam Booke, Jr. Fund
1998
A. Robert Cordell Family Trust
1998
Green Angel Fund
1997
Elizabeth E. and Henry M. Booke Trust
1994
Joan R. and David L. Cotterill Advised Trust
1994
J. T. Greene, Jr. Charitable Trust
1995
Sam and Anne Booke Family Trust
1989
CP3 Charitable Foundation
Julian R. and Mary P. Bossong Fund
1998
Credence Fund
Karla Bolen Memorial Fund
Skip and Beth Boswell Trust Braswell Family Charitable Fund
2003
2007
Ron and Jeff Coppage Cancer Fund
Bill and Betty Gray Davis Fund
1995
John and Terrie Davis Family Fund DeForest Family Fund
2006 1997 2000 1999 2003
Emily Grousbeck Fund Hanes Family Downtown Fund
1988 2003
R. Philip and Charlotte Hanes Community Trust
1988
Harrison Family Fund
2001
Sam and Kathryn Hauser Fund
2005
Herbert and Ann Brenner Fund
1993
Mike and Wendy Brenner Trust
2002
Ashley Holland Dozier Charitable Fund
1998
Hege Trust
1997
Paul and Judy Moore Briggs Family Fund
2000
Driscoll Family Fund
1997
L. Stephen Hendrix Fund
2001
Royall and Alice Brown Advised Trust
1993
Joseph B. and Mary M. Dudley Advised Fund
1997
Bill and Leslie Hollan Fund
1994
Royall R. Brown, Jr. Advised Trust
1992
Nancy W. Dunn Trust for Spiritual Development
1995
Judith Hoots Family Fund
2005
B. F. Huntley and Josephine Huntley Trust
Budd Group Foundation
2001
Mignon Durham Charitable Fund
1997
Christopher David Budd Fund
1996
Christopher Richard Eagan Fund
2002
John and Karen Budd Fund
1998
EHI Fund
2004
Joseph R. Budd Family Trust
1997
Lynn and Barry Eisenberg Endowed Fund
1998
W. T. and Mary Cobb Jenkins Family Fund
Richard P. and Sylvia S. Budd Fund
1983
Elkin Community Trust
1993
Bill Johnson Trust to Benefit Stokes County
David A. and Roberta W. Irvin Fund Janeway Family Fund
1997 2000 1996 2005 1999
Donor-Advised Funds – continued on next page
Donor-Advised Funds – continued from previous page FUND
year established
FUND
year established
FUND
year established
Florinda C. Johnson Charitable Fund
2005
Eugene and Ann Paschold Fund
1996
Garland Johnson Fund for the Benefit of Elkin Public Library
2001
Bob Pate Memorial Fund
1987
Thompson/Rotary Club of Winston-Salem Educational Fund
Pauline Davis Perry Fund
1996
Thornton Family Fund
2001
J. Michael Johnston Memorial Fund
1996
L. Gordon and June D. Pfefferkorn, Jr. Trust
1993
Tuttle Family Charitable Fund
2005
Jones Family Fund
L. Gordon, Jr. and June D. Pfefferkorn, Jr. Trust – 2
1999
Harry and Nancy Underwood Advised Trust
1994
Christopher and Lucinda Kellam Jones Fund
1997
Piedmont Federal Fund
1993
Margaret M. Urquhart Advised Fund
2001
Thad and Catherine Jones Charitable Fund
1996
Pleasants Hardware Company Trust
1987
Carolyn H. Vaughn Fund
1997
Leon and Renee Kaplan Fund
1999
Ruth M. and Clifton E. Pleasants Trust
1990
Sheila H. Vogler Fund
2001
Dale and Mary King Fund
2006
1950
Michael J. Pollak Trust
1995
Wake Forest Baptist Church Fund
1999
Julia Davis Pollard Memorial Fund
1969
Wall Family Trust
Thomas J. and Lynne Koontz Charitable Trust
1996
Billy D. and Deborah Prim Donor Advised Fund
2004
Ward Family Advised Trust
1995
A. Thad and Margaret W. Lewallen Advised Trust
1994
Gladys Cain Pulliam and Grady R. Pulliam, Jr. Fund
2007
Warthogs Baseball Community Trust
1999
Purcell Family Fund
2006
Sharon L. Washington-McBryde Memorial Fund
L. Andrew Koman and Leigh E. Koman Fund
A. J. Linville Memorial Fund
2004
2006
1992 2002
2005
Lowy Family Fund
1997
David and Deborah Rice Fund
1995
Jean and Phil Waugh Family Trust
2001
Lydia Phillips McCabe Advised Fund
1997
T. Wayne Robertson Memorial Fund
1998
Edward Kent Welch Memorial Fund
2005
McGowen Charitable Fund
1996
Roslyn Trust
2000
A. T. Williams Oil Company Fund
1988
McGuirt Family Fund
1996
Rubin Family Fund
2000
A. Tab Williams, Jr. Crime Prevention Fund
1996
J. Frank and Laura Turnage McNair Charitable Trust
1996
Tom and Kathy Rucker Charitable Trust
2000
A. Tab Williams, Jr. Public Education Fund
William and Kim Means Charitable Fund
1996
Guy and Liz Rudisill Fund
Medlin Charitable Fund
1994
Benjamin and Avon Ruffin Family Fund
John and Kelly Merritt Family Charitable Fund
2007
Jack and Betty Runnion Fund
Millbrook Fund
2005
Pearl and Ray Sams Family Trust
Henry S. and Martha S. Miller Advised Fund
2005
Phoebe B. and William M. Satterwhite, Jr. Fund
Dr. John H. and Elizabeth B. Monroe Fund
2002
Daniel and Linda Sayers Charitable Fund
Elsie L. Morris Fund Gene and Margaret Motsinger Family Fund
1999 2006
1993
1996
Catherine R. Williams Family Fund
2003
2007
John W. and Donna H. Willingham Advised Fund
2006
1996
Diana Dyer Wilson Endowment Fund
1971
2000
Jane Butler and J. D. Wilson Family Trust
1983
2005
Paula Wimmer Memorial Fund
2006
1996
Ann King Windham Fund
2004
Margaret Scales and Graydon Pleasants Endowment
2007
Winston-Salem Civitan Club Candy Box Fund
1998
Andrew J. and Ellen N. Schindler Advised Fund
2004
Winston-Salem Civitan Project Trust
1998
Winston-Salem/Forsyth County Economic Development Fund
1985
1982
Michael Andrew Nachman Fund
1995
Sloan S. Sherrill Fund
1978
Mil and Marsh Naugle Fund
1999
Adrian R. and Robert D. Shore Trust
1999
Neal Family Fund
2001
SKM Charitable Fund
2004
Lucian and Robie Neal Fund
2002
Katie Sleap Memorial Fund
2005
Winston-Salem/Forsyth County Excellence in Education Fund
2005
Winston-Salem Police Benefit Fund
1980
Winston-Salem Regional Association of REALTORS Charitable Fund
2005 2000
Stephen L. Neal Advised Fund
1997
F. Conard and Jean Snyder Fund
T. David Neill Family Fund
1998
Morris and Lillian Sosnik Memorial Fund
1987
O'Brien Family Fund
2005
Rufus T. Stedman Memorial Fund
Sam C. Ogburn, Sr. and Mary Ceile F. Ogburn Fund
2007
Emily P. and Scott F. Sternberg Family Fund
1998
1931
Wolfe Family Fund
Orr Family Charitable Trust
1999
Nealie Belk Stevens Fund
1962
Woman's Club of Winston-Salem
1997
Women's Fund Endowment
1935
Katherine W. Otterbourg Fund
2003
Richard and Wendel Stockton Fund
C. T. Overby Youth Golf Fund
2006
Janice Kulynych Story Fund
1998
Rick and Lyn Worf Fund
1998
Sturmer Spay and Neuter Fund
1990
Elizabeth L. Wyeth Fund
1998
Chris Yarborough Memorial Sawtooth Center Library Trust
1998
Marlene and Craven Page Trust
1997
Dwight E. and Annie E. Pardue Advised Fund
2004
Charles V. Taft Family Charitable Trust
1995
Harry O. and Margaret W. Parker Family Trust
2006
John A. and Marguerite B. Taylor Fund
1986
Nathan E. and Lisa J. Parrish Advised Fund
2007
Youth Philanthropy Initiative
the winston-salem foundation annual report
2007
2004
f u nds and donors [ 3 6 – 3 7 ]
Endowed funds
Designated and Agency Funds DESIGNATED FUNDS ARE ESTABLISHED by donors who wish to provide annual support to specific charities. Should the organization(s) cease
to exist, the Foundation has the responsibility to ensure that a donor’s original intent is met. Agency funds are established by charitable organizations themselves. The agency benefits from the Foundation’s professional investment management administration, allowing its staff and board to focus on providing necessary services to its constituents. new funds in 2008
purpose
Arts for Life Endowment
Established as an agency endowment by Arts for Life
Marshall B Bass Fund for Senior Services
Established to support Senior Services
Marshall B and Celestine P. Bass Endowment for St. Anne's Episcopal Church for the benefit of St. Anne's Child Care Center
Established as a designated fund for the benefit of St. Anne's Child Care Center at St. Anne's Episcopal Church
Dorothy M. Carpenter Fund
Established to support the Dorothy M. Carpenter Medical Archives of the Wake Forest University Baptist Medical Center
Crosby Scholars Endowment Fund
Established as an agency endowment for the Crosby Scholars Community Partnership
J. Kirk Glenn Jr. Endowment for Crisis Control Ministry
Established as an agency endowment in honor of J. Kirk Glenn Jr.
Lewis Lee and Suzanne Ellis Hawley Memorial Fund
Established in memory of the Hawleys and for the benefit of St. Paul's Episcopal Church
William D. and Jane F. Hobbs Rector's Discretionary Fund of St. Paul's Episcopal Church
Established by charitable bequest to support St. Paul's Episcopal Church for the poor and needy
Love's United Methodist Church Capital Needs Fund
Established by the Church to support church improvements or other capital needs
Love's United Methodist Church Memorial Fund
Established by the Church to support the maintenance and capital needs of the Church cemetery
Anne and Bill Magness Meals-on-Wheels Fund
Established by Senior Services, Inc. in honor of Anne and Bill Magness and their loyal service to Meals-on-Wheels
Gilbert W. and Gail S. Spencer Fund
Established at the termination of a charitable remainder trust as a designated fund to support multiple charities
Tower Fund
Established by the Vestry of St. Paul's Episcopal Church
Forrest and Gene Vogler Arts Endowment
Established as an agency endowment for Arts For Life
FUND
year established
FUND
year established
Louise and Sam Adams Designated Fund
2005
Mary Leight Booe Fund
Emily Allen Wildflower Preserve Protection and Management Endowment
2001
Daniel and Jo Ann Boucher Industries for the Blind Endowment
John Wesley Alspaugh and Celeste T. Alspaugh Memorial Trust
1964
Gertrude and Morris Brenner Fund
American Red Cross (Northwest NC Chapter) Endowment Fund
1997
Amos Cottage – Harry O. Parker Wing Fund
2004
Arts Council Endowment Fund
1957
Ashburn Trust – Bowery Mission and Young Men's Home
1970
Ashburn Trust – World Vision
1970
Associated Charities Fund
1928
Sarah Austin Child Development Center Trust
1995
Sarah Austin Family Services Shelter Trust
1991
Mary Ruth B. Barrett Fund
2006
Celestine Pate Bass Memorial Hospice Fund
2007
Marshall B Bass Best Choice Center Endowment Fund
1997
1989 2004 1993
Hal Brownfield Endowment
2007
Nick Bunce Friendship Fund
2002
FUND
year established
Dewitt Cordell Education Endowment Fund
1987
Crimestoppers Endowment Fund
1992
Crisis Control Ministry, Inc., Endowment Fund
1987
Crosby Endowment Fund Selden Cundiff Memorial Trust for the Endowment of Holly Haven Care Home of AIDS Care Service, Inc.
1987 2002
Joseph E. Davies Scholarship Fund
2002
Bess Lee Burke Memorial Fund
2003
Bunny and Bill Davis Highland Scouting Fund
2000
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund – Designated
2000
Enrichment Center Endowment
2006
Forsyth Jail and Prison Ministries Endowment
2002
Bryon Tyler Burdick Memorial Fund
1989
Calvary Baptist Church Fund
1998
Camp Civitan Fund
1986
Camp Dogwood Endowment Fund Carr Family Fund – Designated Centenary United Methodist Church Sunday School Fund Children's Center Fund Perry B. Clark Memorial Fund of Leadership Winston-Salem
1995 2006 1927 2002 1987
International Friends of Greater Winston-Salem Fund Guy R. and Florence M. Fulp Charitable Trust Germanton United Methodist Church Cemetery Fund Germanton United Methodist Church Fund
1987 2000 1999 2005
Goodwill Industries of NW NC, Inc., Endowment
1997
William and Maggie Gordon Memorial Fund for Haw Pond Church of Christ
1998
Bowman and Gordon Gray Trust
1970 1970
Marshall B Bass Endowed Scholars Program at Winston-Salem State University
2002 2007
Community Care Center for Forsyth County, Inc. Endowment
2007
Marshall B Bass Scholars Endowment Fund at Livingstone College
Bowman Gray Trust – Bowman Gray School of Medicine Gordon Gray Trust – Bowman Gray School of Medicine
1982
2004
Community Marrow Donor Program – Forsyth County Area Endowment
2000
Marshall B Bass Scholars Fund at Voorhees College
James A. Gray Endowment
1946
James A. Gray Foreign Mission Fund
1948
Nathalie L. Bernard Fund
1963
Nottie Riddle Cook Fund
Big Brothers Big Sisters Services, Inc., Endowment
1996
Ray and Jackie Cope Scholarship Fund
1986 2005
Designated and Agency Funds – continued on next page
Designated and Agency Funds – continued from previous page FUND
year established
FUND
year established
Group Homes of Forsyth, Inc. Endowment
1993
Old Hickory Council Endowment Fund
Habitat for Humanity of Forsyth County Endowment Fund–II
1999
Harry O. and Margaret W. Parker Opthalmology Research Fund
2004
Mr. and Mrs. F. Borden Hanes, Jr. Trust
1998
2004
Gordon Hanes Memorial Endowment for Crisis Control Ministry
1995
Margaret W. Parker Fund for Amos Cottage – Discretionary
2004
Jacob F. Hanes Fund for Superannuated Methodist Ministers
1935
Margaret W. Parker Fund for Amos Cottage – Operations Margaret W. Parker – Ronald McDonald House of Winston-Salem Endowment Fund
Jacob F. Hanes Fund for The Children's Home
1935
Joan H. Hanes Fund
1983
Otis B. and Genevieve W. Parrish Endowment Fund II
Charles E. and Pauline L. Hayworth Fund
1994
Lucy Paynter Fund
Ada Hill and Jesse Davis Powers Fund
2005
1997
1998 1992 2005
Fred Taylor Peden Trust of St. Paul's Wilkesboro
2001
Penland School of Crafts Fund
1983
James E., Jr. and Betty Jones Holmes Fund
1999
Francis D. and Fannie Byrd Smith Pepper, Sr. Fund
1997
Lawrence Byerly Holt, MD Memorial Fund
1988
Francis D. and Phyllis Canup Pepper, Jr. Fund
1997
Louise A. Peterson Trust
2002
1989
Pfafftown Jaycees Designated Fund
2005
Hope Trust of Crisis Control Ministry
1995
Piedmont Opera Endowment Fund
Judith and Marbry Hopkins Endowment
1996
Kerr and Naomi Pinnix Designated Fund
Hope Harbor Fund
Louise S. Hunter Fund Viola and Dwight Jackson Memorial Fund
Sprinkle Mission Fund
1987 2006
1968 2007 1982
Lucy L. Stedman Memorial Fund
1996
2000
year established
Special Children's School Endowment
Mary Hill Habitat for Humanity Fund
Raymond B. Hooker, Jr. Fund – Designated
FUND
Frances Horne Smith and Howard H. Smith Memorial Fund
1931
Ruth Stevenson Stewardship Endowment
2004
Ralph and Peggy Stockton Arbor Acres Fund
2006
Summit School Endowment Fund
1959
Robert E. Taylor Memorial Fund
1995
William Mills and Margaret Parks Taylor Fund
2007
Trinity Center Endowment Fund
2000
Bynum E. Tudor Fund for Reynolda House Museum of American Art
2001
Unitarian Universalist Fellowship Endowment
2002
United Way Caring Shares Endowment
1990
H. and E. Vogler Fund
1978
Voluntary Action Center Training Endowment Fund
1986
Spencer and Nell Waggoner Charitable Fund – Designated
2005
2004
Orpha Marie Leonard Pope Fund
1986
John and Pauline Hoots Waller Trust
1999
Richard and Barbara Pope Trust
1998
Ina B. Watson Trust
2000
Art and Dannie Weber Fund for Forsyth Technical Community College
2007
1999
Johnson Family Cemetery Trust Fund
1999
Larriston Hill Powers Memorial Fund
Ella Mae Johnson Fund
1994
Preservation North Carolina – Winston-Salem Regional Office Endowment Fund
1997
United Way Joel A. Weston, Jr. Memorial Endowment
1988
Kenneth O. Raschke Literacy Initiative Trust
1996
Wilkes Library Endowment
2001
Stephen G. Richey Memorial Fund
1986
Wilkes Playmakers Inc. Endowment
2007
Wood Richmond Memorial Fund
1960
A. T. Williams, Jr. Family Fund for St. Paul's Episcopal Church
Jimmy Johnson Memorial Fund
2005
June Porter Johnson Fund for Salem Academy and College
2006
Trey Jones Philmont Scholarship Fund
2007
2005
Junior League of Winston-Salem Endowment Fund
1998
Golding H. Riddle Fund
1953
J. Lee Keiger, Jr. Family Fund
1999
Golding H. Riddle St. Paul's Episcopal Church Fund
2001
Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center Jane R. Kennedy Endowment Fund
2006 1989
Petro Kulynych/Blue Ridge Parkway Foundation Endowment
2003
Peggy Bowen Leight Fund
2001
Maintenance Trust for Lewisville United Methodist Church
1998
Right Turns for Youth Endowment
2003
Ronald McDonald House of Winston-Salem, Inc. Endowment Fund Lorraine Flynt Rudolph Endowment Fund
1985 2004
1993
Mr. and Mrs. A. Tab Williams, Jr. Fund
1998
A. Tab Williams, Jr. Fund for the Salvation Army of Winston-Salem
1996
A. Tab Williams, Jr. St. Paul's Building Fund
2007
LuTelle Sherrill Williams Fund
1986 2001
St. Paul's Episcopal Church Endowment
1946
Willow and Woody Memorial Trust for Riverwood Therapeutic Riding Center
St. Paul's Episcopal Church Mission Fund
1950
Diana Dyer Wilson Organ Maintenance Fund
1993
St. Paul's Wilkesboro Endowment Fund
2001
Winston-Salem Delta Fine Arts, Inc., Endowment Fund
1995
Little Theatre Endowment Fund
1996
St. Philip's Episcopal Church Fund
1953
Winston-Salem National Little League Endowment
2000
Lloyd Presbyterian Church Fund
2001
St. Stephens Episcopal Church Endowment
1997
1999
Lowy Fund – Shepherd's Center
2000
Samaritan Ministries Endowment Fund
2001
Winston-Salem Piedmont Triad Symphony Heritage Fund
Jennifer Lowy–Dock Fund
1997
Sawtooth Center for Visual Art Endowment
1996
Winston-Salem Symphony Chair Endowment Fund
Jerome Madans Assistance Fund
1994
Sawtooth Center for Visual Art Scholarship Fund
1996
1999
Second Harvest Food Bank of Northwest North Carolina Fund
1997
Winston-Salem Twin City Host Lions Club Endowment Fund Wolfe Family Charitable Fund
1996
Senior Services, Inc., Endowment
1994
Wolfe-Steele Young Life Trust
1996
R. Y. and Eileen Sharpe Fund
1983
World Law Fund
1994
1995
Bland and Ada Worley/Blue Ridge Parkway Foundation Trust
1999
YMCA of Greater Winston-Salem Heritage Club Endowment
1995
Special Children's School – Jacqueline Styers Young Fund
2001
G. L. Millsaps Memorial Trust
2000
J. William Moir Charitable Trust
2006
Montague Scholarship Medal Fund
1939
William G. Montgomery, MD, Fund for Senior Services
1995
National Trust for Historic Preservation in the United States
1981
George S. Norfleet Bible Fund
1932
James Reynolds Sheffield, Sr. and Jr. Trust Shepherd's Center of Greater Winston-Salem Endowment Trust Irving and Minnie Sheppard Memorial Fund
2005 1999
North Carolina Academy of Physician Assistants Endowment
1992
Elizabeth C. and Ralph B. Ogburn Fund
1984
Siloam Baptist Church Endowment Fund
1997
Old Hickory Council/Camp Raven Knob Endowment
1989
Paul and Sara Sinal Fund
1997
Richard Edmund Shore Memorial Fund
2003
the winston-salem foundation annual report
1971
f u nds and donors [ 3 8 – 3 9 ]
Endowed funds
Student Aid Funds Since 1923 the foundation’s student aid funds have provided local students with the resources to pursue their academic goals.
Donors may establish named funds with a minimum of $10,000 to support students from a particular high school, church, or county, or for those who attend a specific college or university. new funds in 2008
purpose
I. W. Hughes Scholarship Fund
Established as a student aid fund for children of Reynolds American employees
Johnny Lineberry Memorial Scholarship Fund
Established as a scholarship fund for students graduating from Forbush High School
Love's United Methodist Church Scholarship Fund
Established by the Church to provide scholarships to students who are attending members
Love's United Methodist Church Scholarship for Christian Education
Established by the Church to provide scholarships to students who are attending members and pursuing Christian educationrelated studies
Jeannette Anderson Parker Memorial Scholarship Fund
Established to support graduating high school seniors at R. J. Reynolds High School
Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund
Established with the remainder of a charitable trust by Patsy Moore Seawell
FUND
year established
William H. Andrews/HAWS Scholarship Fund
1993
Zack H. Bacon IV Scholarship
2005
Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College
2005
F. A. and Charlotte Blount Scholarship
2007
Sam L. Booke, Sr. Scholarship Fund
1989
Boyles-Eidson Scholarship Fund
2001
Jeanna Brown Memorial Scholarship Fund
1986
Tien Bui Memorial Scholarship
2007
Wes Burton Memorial Scholarship
2005
Ray S. Church Memorial Scholarship Fund
2006
Elmer and Rosa Lee Collins Scholarship
2006
Lloyd E. and Rachel S. Collins Scholarship Fund
2001
Mary Rowena Cooper Scholarship Fund D. C. Cornelius Memorial Scholarship Fund Serena D. Dalton Scholarship Fund Bunny and Bill Davis Highland Scholarship Fund
1991 2004 1977 2000
Delta Fine Arts – Lois B. and Simona A. Allen Scholarship Fund
1994
Oliver Joel and Ellen Pell Denny Student Loan Fund
1985
FUND
year established
Claude B. Hart Memorial Scholarship
2004 1997
William T. Hatch and Mabel P. Hatch Scholarship Fund
1994
Paul Holcomb Murphy Memorial Fund
1983
1995
Murray Supply Company Scholarship
2006
Walter R. Hoag Scholarship Fund
1990
NC USSSA Scholarship
2007
Fred Colby Hobson Scholarship Fund
1996
Emma Kapp Ogburn Memorial Fund
1946
Orthopaedic Specialists of the Carolinas Nursing Scholarship
2002
Alice Conger Patterson Scholarship
2007
Jack and Barbara Holt Memorial Scholarship Fund
2000
Brevard R. Hoover, Jr. Leadership Award
2007
Elizabeth Loving James Memorial Scholarship
2007
John Russell Jarman Scholarship Fund
1996
Flora Royall Johnson Scholarship Fund
1996
Stella B. Johnson Scholarship Fund
1996 2004
1987
L. Gordon, Jr. and June D. Pfefferkorn Scholarship for Forsyth Technical Community College
2004
Kapp-Weaver Scholarship Fund – Greensboro College
1997
Philo ABC Memorial Scholarship Fund
2001
Kapp-Weaver Scholarship Fund – R. J. Reynolds High School
1997
Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund
2005
Douglas Gray Kimel Scholarship Fund
2007
Law Enforcement Benefit Fund
1993
Law Enforcement Family Scholarship Fund
1994
Leinbach Chain-Breaker Scholarship Fund
1992 1990
2000 2004
L. D. and Elsie Long Student Scholarship Fund
1980
East Forsyth High School Alumni Scholarship
2002
Edwin E. and Grace Kimrey Maddrey Scholarship Fund
2003
Marlene Marie Pope Flinchum Scholarship
2001
Mary Speer Martin Scholarship Trust
Forsyth County Nursing Scholarship Fund
1969
Millennium Charter Academy College Scholarship
Joe E. Gaddy, Jr. and Margaret W. Gaddy Scholarship
1995
Julia Yokeley Miller Memorial Scholarship Fund
2002
William H. and Lena M. Petree Trust L. Gordon, Jr. and June D. Pfefferkorn Scholarship
Wade and Marcelene Duncan Scholarship Fund
James A. Gray High School Alumni Scholarship
2007
Fred and Mozelle L. Hinshaw Scholarship Fund
Joyce and Jim Dickerson Scholarship Fund
2004
year established
Stanley D. Hartgrove Memorial Scholarship Fund
William H. Lester Packaging and Graphics Scholarship Fund
Garden Club Council of W-S and Forsyth County Scholarship
FUND
Chester Arzell and Helen Miller Montgomery Scholarship Fund
1997 2007 1983
N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund
2003
Gray W. Mock Family Scholarship
2005
Dean Prim Scholarship Fund
1989
Robert G. Prongay Memorial Scholarship
2001
Lucy Simmons Puryear Memorial Scholarship Fund
1994
Patty Brendle Redway Fund Reynolda Rotary Memorial/Clarence "Big House" Gaines Scholarship Fund R. J. Reynolds High School Class of 1968 Memorial Scholarship Fund John S. and Jacqueline P. Rider Scholarship
1996 2005 1998 2004
Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund
1996
Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund
1998
Samuel K. Rowland Trust
1928
Ray and Pearl Sams Scholarship Fund
1999
Student Aid Funds – continued on next page
The Winston-Salem Foundation
Scholarship and EDUCATION GRANT the winston-salem foundation Scholarship and
Education Grant, established in 2008, provides scholarships and grants to outstanding Forsyth County students as they pursue post-secondary education. Recipients must demonstrate exceptional leadership, school service and community involvement. The Foundation is grateful for the following previously established student aid funds which were combined to provide the initial funding
Student Aid Funds – continued from previous page FUND
year established
Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund
1997
Sharpe Student Loan Fund
1981
Bruce Shelton Scholarship Fund
1991
for The Winston-Salem Foundation Scholarship and Education Grant. Contributions to this fund from the public are welcomed as we seek to make our community stronger through the higher education of our youth.
Thomas E. Shown, MD Scholarship Fund
2006
Paul and Evelyn Snow Scholarship Fund
1998
Ann Lewallen Spencer Scholarship Fund
1995
Guy J. Bridges, Jr. Educational Fund
Stultz Scholarship Fund
1982
Leo Caldwell Memorial Student Loan Fund
Summit School Opportunity Fund
2006
Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship Fund
1966
Jeff Turner – Forsyth Audubon Scholarship Fund
2005
Nell and Spencer Waggoner Scholarship Fund
2005
Art and Dannie Weber Scholarship
2007
Erma Drum Webster Fund
1996
A. T. Williams Oil Company Fund II – H. Frank Steelman Scholarship Fund
2001
A. T. Williams Oil Company Scholarship Fund
1998
A. Tab Williams, Jr. Scholarship Fund
2003
Elizabeth T. Williams Memorial Scholarship
1999
Edwin H. and Louise N. Williamson Endowed Scholarship
2007
Winston-Salem Hospitals Consortium Nursing Student Loan Fund
1981
Erica Wolfe Memorial Scholarship Fund
1998
Yadkin County Association of Educators (YCAE) Scholarship Fund
1985
Blanche Raper Zimmerman Scholarship Fund
1986
Marcus Raper Zimmerman Scholarship Fund
1983
Component Fund
Stanley Michael Elrod Scholarship Fund
Year Established 2006 1923 2004
Emergency Loan Fund
1937
John L. Gilmer Student Loan Fund
1947
John Gold Memorial Fund
1976
Anna Hodgins Hanes Student Loan Fund
1926
Keith Jackson Memorial Fund
1976
Lasater Student Loan Fund
1927
Norfleet Memorial Fund
1976
W. N. Reynolds Student Loan Fund
1931
M. D. Stockton Education Fund
1927
N. D. Sullivan Charitable Trust
1971
George B. Whitaker Memorial Student Loan Fund
1927
the winston-salem foundation annual report
f u nds and donors [ 4 0 – 4 1 ]
non-endowed funds
Advised Funds NON-ENDOWED ADVISED FUNDS allow donors to make grant recommendations from the principal of their fund. Because of the simplicity and
efficiency of these funds, many donors use them for annual charitable giving purposes. new funds in 2008 Mike and Wendy Brenner Charitable Fund
Andrew Dale Advised Fund
Margaret Weatherspoon Parker Fund
Children's Enrichment Fund
Gfeller Family Fund
Donald J. and Deborah R. Reaves Family Fund
Gwenn S. and Michael L. Clements Advised Fund
Matthew Alan Gfeller Memorial Fund
David F. and Martha Wilson Rowe Advised Fund
Kirtan Coan and Al Greene Advised Fund
Marcus Hanes Fund
Mike and Beth Skorich Advised Fund
Grace L. Cullinan Advised Fund
Eric N. Hoyle Advised Fund
Mary Kay Tucker Advised Fund
Julia C. Cullinan Advised Fund
D. Joyce Kohfeldt Fund
Walker M. Cullinan Advised Fund
Lillie's Friends Foundation Fund
Tom and Jean Adams Fund
Brendle Advised Fund
Gary W. and Virginia F. Cole Advised Fund
David and Liz Albertson Fund
Felice and Richard A. Brenner Fund
David Collins Fund
Hannah Albertson Fund
James T. and Betty S. Brewer Fund
Barry and Dottie Cook Fund
Martha Albertson Fund
Bridgeford Charity Fund
Ray and Jackie Cope Fund
Betty and Eben Alexander Advised Fund
Michael Britt Family Fund
Harry Corpening Fund
Elms and Harriet Allen Advised Fund
Dr. Richard A. Brodkin Advised Fund
James and Barbara Corrigan Advised Fund
Gayle Anderson/Carey Hedgpeth Fund
Brookfield Fund
Dr. and Mrs. Robert J. Cowan Advised Fund
Dr. Stephen G. and Cynthia Anderson Advised Fund
Grace and Jimmy Broughton Fund
Nancy and Scott Cramer Advised Fund
Mr. and Mrs. James N. Andrews Fund
Henrietta Dibrell Brown Advised Fund
Craven Family Fund
Anonymous (4)
Kenton and Amy Brown Fund
Jane and Penn Craver Advised Fund
ARC Fund
Kirby C. Brown Fund
Mrs. Elizabeth W. Crockett Advised Fund
Marie and Guy Arcuri Family Fund
Patty and Malcolm Brown Fund
O. K. Crouch Family Fund
Douglas D. Arnold and Lynn E. Calhoun Advised Fund
Rodney C. and Martha R. Brown Fund
Rick and Sara Crowder Charitable Fund
Dan and Margaret Austell Fund
Canary Fund
S. G. Dale Fund
Dr. Khosrow Bahrani Advised Fund
Angela and William Carr Advised Fund
Bill and Betty Gray Davis Advised Fund
Charles S. and Beth D. Baldwin Advised Fund
Anne S. Carr Advised Fund
Mr. and Mrs. John W. Davis Advised Fund
Pam and Bill Ball Advised Fund
Thomas A. and Kay B. Carter Advised Fund
Mr. and Mrs. Thomas H. Davis, Jr. Advised Fund
R. Barrett Family Fund
David and Deborah Cassels Fund
Dr. James Day Advised Fund
Marshall B and Celestine P. Bass Non-Endowed Advised Fund
Mr. and Mrs. Thomas H. Caudle Advised Fund
Deaton Family Advised Fund
Michael and Julie Baughan Fund
Cavanaugh Fund
Louis Nelson Dibrell III Family Fund
Bill and Louise Bazemore Fund
Steve and Tonya Cavanaugh Hope Fund
Patricia Ann Rudolph Dixson Advised Fund
Edward S. and Barbara T. Beason Advised Fund
Hobart and Adelaide W. Cawood Fund
Kay and Dan Donahue Fund
Ranlet S. and Frank M. Bell, Jr. Advised Fund
John and Victoria Ceneviva Fund
Mr. and Mrs. James W. Douglas Advised Fund
Bert Bennett Advised Fund
Chuck and Bobbie Chambers Advised Fund
Thomas S. Douglas, III Advised Fund
Mr. and Mrs. Graham F. Bennett Advised Fund
Dudley C. and Winborne S. Chandler Fund
Ashley H. and Graham P. Dozier Advised Fund
Bentley Fund
Barbara F. Chatham Advised Fund
Dale E. and Luci H. Driscoll Advised Fund
Deborah L. Best Advised Fund
Jerry and Brenda Cheek Charitable Fund
Noel Lee Dunn Advised Fund
Mr. and Mrs. H. Lee Bettis Advised Fund
Christopher Fund
Eagan Brothers LLC Fund
David and Susanne Blanco Advised Fund
Nick and Jennifer Chrysson Advised Fund
Robert and Amy Egleston Advised Fund
Frank L. Blum Fund
Jeff T. and RenĂŠ F. Clark Advised Fund
Eisenberg Family Advised Fund
June and Jack Blunk Fund
D. Elwood and Helen H. Clinard Fund
Jerry and Janet Enos Fund
Tom and Carolyn Breese Advised Fund
John and Kitty Cobb Fund
Gerald and Ann Esch Donor Advised Fund
Paul Breitbach Fund
Sophia Cody Advised Fund
Lisbeth C. Evans and Mr. James T. Lambie Advised Fund Non-Endowed Advised Funds – continued on next page
Non-Endowed Advised Funds – continued from previous page Falken Family Fund
Edna and Jeff Helms Fund
Dr. A. Stanley and Mary Margaret Link Fund
Donna and Michael Fina Advised Fund
Jay and Jane Helvey Advised Fund
George and Susan Little Advised Fund
Gary G. and Diana B. Fleming Fund
Page Daniel Hill Fund
Margaret Rose Long Non-Endowed Fund
Representative Dale and Synthia Folwell Family Fund
Doris and William Hohman Non-Endowed Advised Fund
Marieanne and Jerry Long Advised Fund
T. Vernon and Jennifer K. Foster Fund
Mr. and Mrs. William E. Hollan, Jr. Advised Fund
Matt and Emmie Long Fund
Alice Foster-Ficken Fund
James E. Holmes, Jr. and Betty J. Holmes Fund
Frank and Kay Lord Advised Fund
Cecil and Henrietta Foushee Advised Fund
Homebuilders Association of Winston-Salem Charitable Fund
David and Libby Lubin Fund
Sheila F. and John C. Fox Fund
Bob and Gwynn Hooks Fund
Gail Lybrook Advised Fund
Alice Dibrell Freeman Family Fund
Horton Family Fund
Dr. Mark P. Maier Advised Fund
Mr. and Mrs. Alex H. Galloway Advised Fund
Hamilton C. Horton, Jr. Family Advised Fund
Richard A. and Carrie Wall Malloy Advised Fund
Camille and Jim Galloway, Jr. Advised Fund
Wava Howard Runnymede Beautification Fund
Deborah S. Marshall Non-Endowed Advised Fund
Dr. Kenneth R. Gallup, Jr. Advised Fund
Robert C. and Catherine C. Huber Advised Fund
Mr. and Mrs. James E. Martin Advised Fund
Caroline Gamble Charitable Fund
Tom and Lucia Hughes Family Fund
Janet and O. C. Martin III Fund
Harold and Patricia Garner Donor Advised Fund
Ann and Dudley Humphrey Advised Fund
Dr. Richard Marx Advised Fund
John and Linda Garrou Advised Fund
John W. Hunt Advised Fund
Doug and Mary Anne Maynard Fund
Jim and Mary Alice Gibbs Advised Fund
Hunter Family Fund
Drane and Bill McCall Advised Fund
John Munro and Flavel McMichael Godfrey Advised Fund
Mr. and Mrs. David A. Irvin Advised Fund
Thomas P. and Anne B. McDowell Fund
Ted and Julia Ann Goins Advised Fund
Jim and Dianne Iseman Charitable Fund
Sarah Murphy McFarland Advised Fund
Tony and Vi Golding Fund
Susan M. Ivey Advised Fund
Cathleen and Ray McKinney Fund
Goodrum Family Advised Fund
Francis and Adele James Advised Fund
John and Grace McKinnon Advised Fund
Alice Jane Goodson Fund
Jarrahi Family Advised Fund
J. P. McMichael, Jr. Advised Fund
Alice and W. A. Goodson, Jr. Advised Fund
JG Advised Fund
J. Frank and Laura Turnage McNair Advised Fund
Judy S. and William A. Goodson, III Advised Fund
Edith A. and Kenneth A. Johnson Advised Fund
Mrs. C. C. McNeely Advised Fund
Thomas O. and Leesa L. Goodson Advised Fund
Elizabeth G. and Stephen A. Johnson Charitable Fund
Thomas C. McNeil and Sandra B. McNeil Advised Fund
William A. and Georgia H. Goodson Fund/Goodson Advised
Ann and Halbert Jones Charitable Fund
Judson J. and Alice C. Milam Fund
William A. and Georgia H. Goodson Fund/Saunders Advised
JSCG Donor Advised Fund
Charles W. Miller Fund
Kathryn Hanes Graves Advised Fund
Pam and Fred Kahl Advised Fund
Susan Dibrell Miller Family Fund
C. Boyden Gray Advised Fund
David and Rachel Katzer Charitable Gift Fund
Richard and Laura Montgomery Advised Fund
Hunter Gray Advised Fund
Mr. and Mrs. William B. Kay, Jr. Advised Fund
Elsie L. Morris Advised Fund
Alfa and Gerry Gunzenhauser Non-Endowed Advised Fund
Sherry A. Kellett Fund
J. Frank and Lynda K. Morris Advised Fund
Hall Family Fund
Stanhope A. and Elizabeth Kelly Advised Fund
Mr. and Mrs. Edward T. Mulvey, Jr. Advised Fund
Martha S. Hancock and James A. Hancock, Jr. Advised Fund
Charlie L. Kennedy, MD Donor Advised Fund
R. Frank and Mary Jo Murphy Advised Fund
Hands and Feet Fund
Robert M. and Mary R. Kerr Advised Fund
Murray Supply Company Advised Fund
Ann S. and F. Borden Hanes, Jr. Advised Fund
Nancy T. and Richard J. Keshian Fund
Walter V. and Martha W. Murray Advised Fund
Helen C. Hanes Fund
Cornelius Vanstory King Advised Fund
Robert F. and Bonnie L. Naas Advised Fund
Jim Hanes Fund
Robert W. and Candy E. Kiser Charitable Fund
Mr. and Mrs. Lucian H. Neal Advised Fund
Robin M. Hanes Fund
Edith and Bill Knott Fund
J. and J. Neely Advised Fund
Kathy and Jim Hardison Advised Fund
Mr. and Mrs. Horace Robinson Kornegay, Jr. Advised Fund
David and Scottie Neill Advised Fund
Robert B. and Lisa B. Harrell Non-Endowed Advised Fund
Pete Kulynych Advised Fund
Dr. and Mrs. Lewis H. Nelson, III Advised Fund
John and Anne Harrison Advised Fund
Gilmour and Nancy Lake Advised Fund
William Robert and Elizabeth H. Newell Advised Fund
Hash Advised Fund
Lambeth Family Fund
Fred and Lillian Nordenholz Fund
Linda Adair Hatcher Memorial Fund for Eating Disorders
Susan and George Lautemann Advised Fund
Robert S. and Marianne D. Northington Advised Fund
Charles H. and Susan Hauser Advised Fund
Annette M. Leight Advised Fund
Anita and Tom Ogburn, Jr. Fund
Don and Bé Haver Advised Fund
Margaret G. Leight Advised Fund
Laney and Merritt Orr Fund
Dick and Karen Hedrick Advised Fund
Mary A. Leight Advised Fund
Judith R. and Samuel H. Owen Fund
Dr. Eugene Heise Advised Fund
Kathy and Mike Lewis Fund
Ben C. and Mildred W. Paden Advised Fund Non-Endowed Advised Funds – continued on next page the winston-salem foundation annual report
f u nds and donors [ 4 2 – 4 3 ]
non-endowed funds Non-Endowed Advised Funds – continued from previous page Mr. and Mrs. Craven Page Advised Fund
Sanford Harrison Rudolph Advised Fund
Triad Academy Scholarship Fund
Mary Beth and Bob Parker Fund
Mr. and Mrs. V. Carver Rudolph Fund
Triantos Fund
Brookes H. Parrish Fund
James M. and Lorre C. Ruffin Fund
Donald K. and Beverly L. Truslow Advised Fund
Joe and Britt Parrish Fund
Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund
Eleanor James Vance Advised Fund
The Pathways Fund
Jill Runnion Fund
Stuart F. and Frances McD. Vaughn Advised Fund
John and Dominique Patrick Fund
Dr. Wilson and Marcia Russell Fund
Peter and Carol Vrooman Advised Fund
Lucie and Chuck Patton Fund
Mr. and Mrs. W. P. Sandridge, Jr. Advised Fund
Bruce D. Walley, M.D. Fund
Carol and Raymond Pearson Charitable Fund
William Madison and Phoebe Barnhardt Satterwhite Fund
Hans W. and Elizabeth K. Wanders Advised Fund
Brenda B. Penney Advised Fund
M. Garnett and Georgia G. Saunders Fund
Jack and Jean Ward Advised Fund
Peter Perret Fund for Young Musicians
Robert D. and Pamela B. Saunders Fund
William G. Ward MD Family Advised Fund
Clifford and Elizabeth Perry Advised Fund
Thomas D. and Katherine E. M. Schroeder Fund
Leslie R. and Robert E. Warhover Advised Fund
Ford and Jeanene Perry Advised Fund
The Servanthood Fund
Bill and Judy Watson Fund
Pauline Davis Perry Advised Fund
SGK Fund
Cornelia K. Weigl and Lachlan MacLachlan Advised Fund
William H. Petree, Jr. and Katherine Weathers Petree Advised Fund
Beverly Britton Rudolph Shaw Advised Fund
Henry and Martha Wellman Advised Fund
Bill and Shirley Shaw Fund
Pfefferkorn Company Advised Fund
A. Lincoln and Nancy D. Sherk Fund
John M. and Nancy Kyle Wells and Frances and C. C. Graham Fund
L. Gordon and June D. Pfefferkorn, Jr. Fund
Adrian and Bob Shore Advised Fund
Mr. and Mrs. Stephen F. Phelps Advised Fund
Dr. Thomas E. Shown Advised Fund
Pine Hall Brick Co. Fund
Joe B. and Virginia L. Simpson Advised Fund
David and Ingrid Pisetsky Advised Fund
Martha and Tom Simpson Advised Fund
William Pitser Advised Fund
Catharine N. and Kenneth N. Sisk Fund
Margaret Scales and Graydon Pleasants Advised Fund
Debra Runnion Sizemore Fund
Nancy and Ed Pleasants Advised Fund
Kenny and Amy Smith Fund
Ruth M. and Clifton E. Pleasants Fund
Brant and Kay Snavely Fund
Dr. Harold C. Pollard, III Fund
Snyder Family Fund
Dr. and Mrs. Eddie Pollock Advised Fund
John and Nancy Southard Advised Fund
Robert S. and Wanda E. Pool Fund
Spaugh Family Fund
T. J. and Nancy Pulliam Advised Fund
Mary Jo W. and R. Arthur Spaugh Fund
Mrs. Elizabeth L. Quick Advised Fund
Ann Lewallen Spencer Fund
George and Susan Ragland Fund
Nancy Spencer Advised Fund
Rainey Charitable Fund
Michael W. Sperry Advised Fund
Ramona Fund
Bobby and Jan Sprinkle Family Trust
David B. Rea Non-Endowed Advised Fund
W. Fletcher and Anna B. Steele Family Fund
Reaves Family Charitable Trust
Stratford Rotary Benevolence Fund
Burton and Frances Reifler Fund
Kathryn Kendrick Streng Advised Fund
Dick and Sandy Respess Fund
Richard and Nancy Sullivan Fund
Reynolda Rotary Benevolence Fund
John J. and Betty Pratt Sutton Advised Fund
Dr. Vade Rhoades Fund
Nancy King Tanner Advised Fund
Lori and Pat Riazzi Fund
Targacept TargaCare Fund
Richard T. Rice Advised Fund
John A. Taylor Advised Fund
Rickelton Fund
Marguerite B. Taylor Advised Fund
Jacqueline P. Rider Advised Fund
Ron and Merle Tedder Charitable Fund
John and Lynn Roach Advised Fund
Louise Dibrell Theberge Family Fund
Pauline and Norwood Robinson Fund
John B. R. Thomas Donor Advised Fund
Michael and Deborah Rubin Advised Fund
F. Nelson Tomlinson Advised Fund
Curtis Flynt Rudolph Advised Fund
Dr. and Mrs. James F. Toole Advised Fund
[44–45] funds and donors
the winston-salem foundation annual report
Mr. and Mrs. P. Everett Wells III Advised Fund Togo D. West, Jr. Advised Fund Harden and Janet Wheeler Fund Ms. Elizabeth N. Whitaker, II Advised Fund Louisa Whitaker Advised Fund William A. Whitaker Advised Fund Nancy and Monty White Advised Fund Scott and Lauren Wierman Advised Fund Paul and Jan Wiles Charitable Gift Fund Arthur T. and Catherine R. Williams, III Advised Fund Dr. and Mrs. S. Clay Williams, Jr. Advised Fund John G. and Patricia G. Williard Advised Fund Mr. and Mrs. Ben S. Willis, Jr. Advised Fund Mr. and Mrs. H. Norton Willis Fund Robert M. Willis Fund Mr. and Mrs. J. D. Wilson, Jr. Advised Fund Mrs. Nancy H. Wilson Advised Fund W. T. Wilson Advised Fund M. Powell and Gertrude S. Winstead Advised Fund Winters Advised Fund Winston-Salem Rotary Benevolent Fund Winston-Salem Twin City Host Lions Club Advised Fund Calder and Martha Womble Advised Fund Erna and Bill Womble Advised Fund Ralph H. Womble Advised Fund William F. and Jane G. Womble Advised Fund James and Johanna Yopp Fund Lynn and Jeff Young Fund Stephen and Bonnie Zades Advised Fund Mr. and Mrs. Nick G. Zegrea Advised Fund
Temporary and Special Funds TEMPORARY AND SPECIAL FUNDS give the Foundation the ability to hold a limited number of funds for organizations and individuals for charitable
projects. Athletes For Others
Ned C. "Jeep" Ingram, Jr. Fund for Ciener Botanical Garden
Antony Swider Art Education Scholarship
Tollie Barber Memorial Fund
Tripp Joye Memorial Scholarship Fund
Touched By Technology Fund
Clifton E. and Ruth Brewer Beck Memorial Fund
R. J. Reynolds/Andrew Lane Memorial Fund
Twin City Youth Baseball Association Fund
Black Philanthropy Fund
Rachael Tolson Law Memorial Scholarship Fund
Vigils for Healing Fund
Jackie Brooks Memorial Fund
Douglas N. Marlette Memorial Scholarship Fund
Maytrice Walton Scholarship Trust Fund
Buena Vista Median Restoration Project
R. B. Matthews Student Assistant Fund
Michael and Buffy Waltrip Charitable Fund
Children of Vietnam Fund
Medical Mission Initiative
Elaine White Memorial Fund
Andrew Blake Clark Memorial Scholarship
Mark James Mendenhall Scholarship Fund
A. Tab Williams, Jr. Fund for Forsyth Country Day School
Craven Habitat Fund for Deaf Adults
Mineral Springs Fund
ECHO Council Fund
Museum Fund
A. Tab Williams, Jr. Fund for Rose Hill Free Will Baptist Church
Flow Automotive Companies Scholarship Fund
NCAPA Project Fund
A. Tab Williams, Jr. Fund for Senior Services
Fondue Fund
Page To Stage
Winston-Salem Community Development Collaborative
Forsyth Common Vision Council Fund
Parrish Scholarship Fund
Winston-Salem Community Development Fund
Forsyth Fund for Teaching Excellence
Jackson Potter Paul Arts Fund
Denise Franklin Journalism Scholarship
Roaring Gap Fund
Winston-Salem National Little League Capital Campaign Fund
Gfeller Amphitheatre Fund
Roaring Gap Scholarship Fund
Winston-Salem/Forsyth County Sports Medicine Fund
Josh Gray Memorial Scholarship Fund
Salem College Student Philanthropists Fund
With Help From Friends
C. Haberkern Charitable Fund
Harry Scofield Fund
Women's Fund of Winston-Salem
Peter Hinkle Memorial Fund
Alexander David Settle Memorial School Fund
WXII Toy Drive Fund
Hospital Hospitality House of Winston-Salem
Zachary Smith Memorial Scholarship Fund
Youth Activities Fund
IDR Fund
Stokes County Trust Fund
ZAP Fund
funds and donors
Charitable Trusts THE FOUNDATION SERVES AS TRUSTEE of charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) for donors. CLTs allow donors
to direct income from the trust to the Foundation and/or other charities for a designated period of years. At the end of that period, the principal can be redirected according to the terms of the original trust documents. CRTs provide life income to designated individuals with the remainder interest of the trust ultimately going to charity. new trusts in 2008 James A. Roddick, Jr. 2008 Charitable Remainder Annuity Trust Abner Alexander Irrevocable Living Annuity Trust
Douglas Lewis Family Charitable Remainder Unitrust Curtis and Sara Long Charitable Remainder Unitrust Sara S. and Curtis E. Long 2005 Charitable Remainder Unitrust
Elms and Harriet Allen Unitrust
William and Drane Vaughn McCall Irrevocable Living Unitrust
Stephen G. Anderson Irrevocable Living Unitrust
Nancy Davis McGlothlin Charitable Remainder Unitrust
Anonymous (3)
John B. and Grace D. McKinnon Irrevocable Living Unitrust
James L. Barnhardt Charitable Remainder Unitrust
Bonnie B. and James C. Messick Charitable Remainder Annuity Trust
Edward S. and Barbara T. Beason Unitrust
Margaret W. Parker Charitable Lead Unitrust
Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust
Margaret Weatherspoon Parker Charitable Lead Unitrust
Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust
C. Edward Pleasants Charitable Remainder Unitrust
George and Edna Blanton Charitable Annuity Trust
Nancy T. Pleasants Charitable Remainder Unitrust
Frederick A. Blount and Charlotte F. Blount Irrevocable Living Annuity Trust
Ruth M. Pleasants Irrevocable Living Unitrust
Patricia Ann L. and Grady E. Boyles, Jr. 2007 Charitable Remainder Unitrust
F. Conard and Jean Snyder Charitable Lead Annuity Trust
Ann Blanton Breese 2007 Charitable Remainder Unitrust
Nancy H. Southard Irrevocable Living Unitrust
Joel P. Clingman Charitable Remainder Unitrust 1995
Gail S. Spencer Irrevocable Remainder Annuity Trust
Joel P. Clingman Charitable Remainder Unitrust dtd 10/16/2000
Nancy S. Spencer Charitable Remainder Unitrust
Harry O. Corpening Charitable Remainder Unitrust
Edward E. and Jean Jennings Stivers Charitable Annuity Trust
Athalene Couch 2007 Charitable Remainder Annuity Trust
John J. Sutton, Jr. and Betty P. Sutton Charitable Remainder Unitrust
Athalene Couch 2007 Charitable Remainder Unitrust
David H. Tate Irrevocable Living Unitrust
Joyce H. and James P. Dickerson Charitable Remainder Trust
Jesse C. Temple 2007 Charitable Remainder Annuity Trust
Frank E. and Mary B. Driscoll Charitable Remainder Trust
L. Frances S. Temple Charitable Remainder Unitrust
Elizabeth T. Edmondson Irrevocable Living Annuity Trust
L. Frances S. Temple and Jesse C. Temple Charitable Remainder Unitrust
Lynn and Barry Eisenberg Family Heritage Trust Fund
M. Louise Thomas Charitable Remainder Unitrust
Rita D. Fitzgerald Charitable Remainder Annuity Trust
Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust
Donald F. Folger and Lucy E. Folger Charitable Remainder Trust
Hans W. Wanders Irrevocable Living Unitrust
Thad W. Garner, Mildred B. Garner and Kathryn W. Garner Irrevocable Living Unitrust
Arthur G. and Susanne S. Weber Charitable Remainder Unitrust
J. Beeson Grubbs Irrevocable Living Annuity Trust
A. Tab Williams, Jr. Charitable Annuity Lead Trust
Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust
Willingham Irrevocable Living Annuity Trust
Lawrence R. Hine Irrevocable Trust
Mathilda G. Wolfe Testamentary Charitable Remainder Unitrust
Edmund B. Hopkins Irrevocable Living Unitrust
Jane Gilbert Womble Irrevocable Living Unitrust
Lucy Kaplan Irrevocable Living Unitrust
W. F. Womble Irrevocable Living Unitrust
William A. and Edith T. Knott Irrevocable Living Unitrust
H. C. Woodall, Jr. Family Charitable Remainder Unitrust
William G. Koronis and Ava O. Koronis Irrevocable Living Unitrust
Roma Lee Woosley 2005 Charitable Remainder Annuity Trust
Mary Annette Leight 2002 Charitable Unitrust
Book of Memory THE BOOK OF MEMORY was established by The Winston-Salem Foundation in 1946 as a means of preserving the names of people in whose memory gifts
to the Foundation are made. The specially commissioned, leather-bound book is displayed in the Foundation’s reception area and contains over 8,500 names. The Foundation always provides an acknowledgment to the appropriate person(s) to let them know that a memorial gift has been made and that the name of the deceased has been inscribed in the Book of Memory.
the following names were entered into the book of memory in 2008: Sheri Davis Bailey
Matthew Alan Gfeller
Leslie D. Johnston
Marianne Anderson Pappas
William Penn Shore, Jr.
Tollie Chester Barber III
Jason Dow Glance
Paul A. Jones, Jr.
Carolyn Roth Parker
Thomas Haynes Shores
Floretta Lancaster Baylin
Nathalie Hatton Godfrey
Milbourne “Tripp” Legrand Joye III
Michael Ray Peddle
Tracy Sikes
Clifton Edward Beck
Lola Griffin Greene
Beey Kimiko Kawakami
Alvin Pensyl
Neal Gray Sloan
Jim Black
John Roy Grier
John H. Kelley
Constance Anita Carr Perrin
Dr. Nat Erskin Smith
Lillie Boyte
Lisa Katherina Knueppel Hatfield
Gloria Batchelor King
Lena Morris Petree
Brant Rittenhouse Snavely, Jr.
Nancy Neese Bragg
Thomasine Herring Hayes
Ronald J. Knouse
Jean Stockton Piner
John Thom Spach
Bonnie Brewer
Dr. Thomas K. Hearn, Jr.
James A. Lambie
Clyde Sherwood “Pinky” Pinkston
Jeanette Edwards Strickland
Dennis E. Brewer
Louise Fouts Henderson
Rachael Tolson Law
Kenneth Plummer
Kenneth Lucian Thomas
William Frank Burch
Julia Poindexter Hightower
Douglas Edward Leckie
Rebecca Jean Pond
William Cecil Trotman
Dr. Radford Norman Butler
William K. Hill
Charles Reuben Leinbach
Richard Baxter Port
Benjamin W. Trotter
Robert Marsden Carlisle, Jr.
Mildred Newsom Hinkle
Anne Magness
Willie Paul Pryor
Herbert A. Vogler, Jr.
David Ernest Carroll
Sanford Oscar “Pete” Hinkle, Jr.
Charles E. Matthews
Charles G. Reavis, Jr.
Margaret Patterson Wade
Thomas Edward Cartee, Sr.
Mary Louise Pratt Holland
Julia Crews McGee
Richard W. Redding, Jr.
Benjamin W. Warren
C. Smith Chance
Henry T. Holsapple
Robert E. T. McNeely
Lawrence Gibson Reid
Virgil Stowe Weathers
Jerome Francis Connor
Gene Carlton Hooper
George Allen Mebane IV
Mary Louise Moore Rice
Elaine White
William Henry “Bill” Cooper
Dr. Charles M. Howell
Dr. Rachel Farrer Meschan
Erma Dance Riddle
William G. White, Jr.
Dr. Alfred Robert Cordell
Dr. Julius A. Howell
Elsie L. Morris
Adele “Della” Watkins Roberts
Richard Williard
Olin Crosby Cranfill
Lewis Edwin Hubbard
Troy Motsinger
Lorraine Flynt Rudolph
Thomas Woodrow Wilson, Sr.
James M. Davenport
Francis Lee Hudnor
Sandra Trujillo de Moyano
John “Jack” Alexander Rutter
Jerome Witten
J. Max Dwiggins
William Artemus Hunnicutt, Jr.
Judith L. Nolan
Samuel Lentz Sanders, Sr.
Calder Willingham Womble
John T. Eagan
Margaret B. Hyatt
Gladys Martin Northern
Raymond Lester Sarbaugh, Jr.
Dewey Yarborough
Martha F. Edmondson
Ned C. “Jeep” Ingram, Jr.
Jim Odum
Jerry Saylor
Bessie Gay Fulk
John Iuele
Katherine Kerr Ogburn
Jane Micol Schatzman
Mary Ellen Garber
Johnnie Mae Jackson
Jean K. Palmer
Patsy Moore Seawell
the winston-salem foundation annual report
f u nds and donors [ 4 6 – 4 7 ]
funds and donors
The Legacy Society THE FOUNDATION’S LEGACY SOCIETY honors those generous individuals or couples who have established permanent endowments of $10,000 or
more through the Foundation or those who have made provisions of $10,000 or more for the Foundation through deferred or planned gifts, such as charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation.
The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2008. If you have fulfilled the Legacy
Society criteria and you are not listed, please let us know. On behalf of future generations, we gratefully thank these donors for their plans to contribute to an enduring legacy for our community.
Legacy Society Members Anonymous (16)
Dr. and Mrs. F. A. Blount
Mrs. William H. Carr
Mr. and Mrs. William A. Davis II
Dr. and Mrs. Joe E. Gaddy, Jr.
Ms. Katherine Acton and Mr. Gerald Smith
Mr. and Mrs. J. Hal Bolin
Mr. and Mrs. Henry M. Carter, Jr.
Ms. Rebecca M. Deaton
Mr. John K. Gallaher
Mr. and Mrs. Henry M. Booke
Ms. Dorothy A. Caudill
Mr. and Mrs. Albert J. DeForest III
Dr. and Mrs. Kenneth R. Gallup, Jr.
Mr. Sam L. Booke, Jr.
Mr. and Mrs. C. Ray Caudle
Dr. and Mrs. John W. Denham
Ms. Kathryn W. Garner
Claude and Judy Booker
Mr. M. Campbell Cawood
Ms. Jan M. Detter
Brittney and Jamie Gaspari
Mr. and Mrs. Julian R. Bossong
Ms. E. Jeanine Chadwell
Dr. and Ms. James P. Dickerson
John and Jane Gehring
Mr. and Mrs. Glenn C. Boswell, Jr.
Mr. and Mrs. Charles W. Chambers
Mr. and Mrs. James H. Diggs
Mr. and Mrs. Thomas O. Goodson
Dr. and Mrs. Edwyn T. Bowen, Jr.
Mr. and Mrs. Chris Chapman
Mr. and Mrs. Joe Dillon
Mr. and Mrs. William A. Goodson, Jr.
Mr. and Mrs. Grady E. Boyles, Jr.
Mrs. Norma Charles-Sink
Mrs. Elaine D. Dowdell
Mr. and Mrs. Bryce Gordon
Dr. and Mrs. Sherrill Braswell
Mrs. Barbara F. Chatham
Mr. and Mrs. Bruce Downing
James and Natasha Gore
Ms. Ann Blanton Breese
Mr. and Mrs. Gerald L. Chrisco
Mr. and Mrs. Graham P. Dozier III
Dr. and Mrs. Louis N. Gottlieb
Mr. and Mrs. J. Paul Breitbach
Mr. and Mrs. Robert C. Clark
Ms. Grace Draman
Richard and Liana Gottlieb
Mr. and Mrs. Abe Brenner
Mr. and Mrs. George M. Cleland
Mr. and Mrs. Dale E. Driscoll
Mr. Vergil H. Gough
Mrs. Teresa R. Ashburn
Ann L. Brenner
Mr. and Mrs. Michael Clements
Mr. Frank E. Driscoll
Mr. and Mrs. Bernard Gray
Drs. Anthony and Katherine Atala
Mr. and Mrs. Michael Brenner
Mr. and Mrs. D. Elwood Clinard, Jr.
Dr. and Mrs. Joseph B. Dudley
Mr. Howard Gray
Mr. and Mrs. Bruce M. Babcock
Mr. and Mrs. Paul Briggs
Mr. Joel P. Clingman
Ms. Nancy Dunn
Mrs. James A. Gray, Jr.
Mr. and Mrs. L. M. Baker, Jr.
Mrs. Lenora J. Brown
Mr. and Mrs. John Wayne Clodfelter
Mr. Noel Lee Dunn
Mr. and Mrs. J. T. Greene, Jr.
Mr. and Mrs. William P. Baldridge
Mr. and Mrs. Royall R. Brown, Jr.
Mr. and Mrs. Gary W. Cole
Ms. Mignon Durham
Mr. J. Beeson Grubbs
David L. and Robin C. Barnes
Mr. John D. Budd
Mr. Elmer Collins
Mrs. Mary M. Eagan
Dr. and Mrs. Paul P. Gwyn
Mr. and Mrs. Richard D. Barnes
Mr. and Mrs. Joseph R. Budd
Mr. George L. Cooper
Mr. and Mrs. Fred G. Eidson
Mrs. William N. Hailey
Mr. and Mrs. Zeb E. Barnhardt, Jr.
Mr. and Mrs. Richard P. Budd
Mr. Harry Corpening
Mr. and Mrs. Barry Eisenberg
Mr. and Mrs. James A. Hancock, Jr.
Dr. and Mrs. Rolland Barrett
Mr. and Mrs. Charles Norman Bunce
Mr. and Mrs. David L. Cotterill
Mrs. Robert A. Emken
Mr. and Mrs. F. Borden Hanes, Jr.
Mr. Marshall B Bass
Dr. Patricia P. Bundy
Ms. Athalene Couch
Mr. and Mrs. Alexander C. Ewing
Mr. and Mrs. Frank Borden Hanes, Sr.
Dr. and Mrs. Edward S. Beason
Dr. David H. Burr
Mrs. Donna H. Craige
Dr. John Charles and Ann T. Faris
Mr. and Mrs. R. Philip Hanes, Jr.
Mrs. Clifton E. Beck
Mr. and Mrs. John W. Burress III
Scott and Nancy Cramer
Mrs. Rita D. Fitzgerald
Ms. Susan F. Harris
Mr. Bill Beckerdite
Mr. and Mrs. David B. Butler
Mr. and Mrs. Robert L. Dalton, Jr.
Ms. Marlene P. Flinchum
Mr. and Mrs. John Harrison
Mr. and Mrs. Frank M. Bell, Jr.
Dr. and Mrs. W. Douglas Cardwell
Mr. and Mrs. Victor I. Flow, Jr.
Mr. and Mrs. Paul D. Harrison
Mrs. Marie Bellin
Dr. and Mrs. Kenneth Carlson
Mr. Jason Davies and Mrs. Julia Frost-Davies
Mr. and Mrs. Donald F. Folger
Mrs. Claude B. Hart
Mr. and Mrs. R. Gordon Bingham
Mrs. Anne Maddrey Carpenter
Mr. G. Franklin Davis
Dr. and Mrs. Robert V. Ford, Jr.
Mr. and Mrs. Dennis G. Hatchell
David and Susanne Blanco
Mr. Coy C. Carpenter, Jr.
John and Terrie Davis
Mr. Paul Fulton, Jr.
Mr. and Mrs. Sam Hauser
Mrs. George Blanton
Ms. Eugenie W. Carr
Mr. and Mrs. Richard N. Davis
Mrs. James A. Fyock
Mr. and Mrs. Fred W. Hege
Mr. and Mrs. Ray Mitchell Agnew, Jr. Mrs. Sylvia F. Alderson Judge and Mrs. Abner Alexander Dr. and Mrs. Elms L. Allen Dr. and Mrs. Harvey H. Allen, Jr. Mr. and Mrs. Magnus Andersen Ms. Gayle N. Anderson Dr. and Mrs. Stephen G. Anderson Mr. and Mrs. John Appel Mr. W. A. Armfield, Jr.
Legacy Society Members – continued on next page
Legacy Society Members – continued from previous page Mr. Charles R. Hemrick
Dr. and Mrs. L. Andrew Koman
Dr. and Mrs. John H. Monroe
Mr. and Mrs. Clay V. Ring, Jr.
Ms. Elizabeth Lee Trotman
Mr. L. Stephen Hendrix
Dr. and Mrs. Thomas J. Koontz
Mr. and Mrs. C. Arzell Montgomery
Mrs. Louvenia Cox Tucker
Nick Hennessee
Bill and Ava Koronis
Mr. and Mrs. Steven C. Morgan
James A. Roddick, Jr. and Dorothy Roddick
Mr. and Mrs. Leonard Herring
Mr. Petro Kulynych
Mr. and Mrs. Daniel N. Moury
Mr. and Mrs. Michael C. Hetrick
Mr. and Mrs. Marty Myers
Mr. Hardin P. Higgins
Mr. James Lambie and Ms. Lisbeth Evans
Mrs. Harrell B. Hill
Mr. and Mrs. B. Thomas Lawson, Jr.
Mr. Lawrence R. Hine
Mrs. Annette M. Leight
Mrs. Alice Hinman
Ms. Mary Annette Leight
Doris Hohman
Mr. and Mrs. A. Thad Lewallen III
Mrs. Barbara Wall Holcomb
Mr. and Mrs. Douglas R. Lewis
Mr. and Mrs. William E. Hollan, Jr.
Nancy C. Lide
Mrs. William E. Hollan, Sr.
Mr. and Mrs. Stanley Lineberry
Mr. and Mrs. James E. Holmes, Jr.
Mrs. Regina D. Lofland
Mr. and Mrs. Robert A. Hoover
Mr. Joseph P. Logan
Mrs. Edmund B. Hopkins
Mr. and Mrs. Curtis E. Long
Drs. Judith and Marbry Hopkins
Mr. and Mrs. Frank K. Lord III
Mr. and Mrs. Leonard Howard
Mrs. Elizabeth Lovett
Mr. and Mrs. Billy Hunt
Mrs. Carolin Lowy
Mrs. Jacqueline S. Hunt
Annette P. Lynch
Mr. John W. Hunt
Ms. Patti Ann Lynch
Mr. and Mrs. David A. Irvin
Mr. and Mrs. E. Erwin Maddrey II
Dr. and Mrs. Nathaniel Irvin II
Mr. and Mrs. Eugene Rossitch Dr. and Mrs. Michael H. Rubin Mr. and Mrs. Tom Rucker
Mrs. Mildred Naugle Mr. and Mrs. David B. Neal Mr. David L. Neal Mr. and Mrs. Lucian H. Neal The Honorable Stephen L. Neal Mr. and Mrs. T. David Neill Mr. and Mrs. Fred W. Nordenholz Dr. and Mrs. David Reese O’Brien, Jr. Mrs. Algine Neely Ogburn Mr. and Mrs. Sam C. Ogburn, Sr.
Mr. and Mrs. C. Guy Rudisill III Mrs. Benjamin S. Ruffin Mr. Dalton D. Ruffin Mrs. H. J. Runnion, Jr. Dr. and Mrs. William M. Satterwhite, Jr. Dr. and Mrs. Daniel G. Sayers Mr. and Mrs. Andrew J. Schindler Dr. and Mrs. Robert P. Schwartz Mrs. Lyttleton B. Scott, Jr.
Mr. and Mrs. Bynum E. Tudor, Jr. Mr. and Mrs. John L. Turner Randall and Claire Tuttle Mr. and Mrs. Harry B. Underwood II Ms. Margaret M. Urquhart Mrs. Deborah H. Vaughan Bob and Carolyn Vaughn Tricia Vaughn Dr. and Mrs. Ramon Velez Mrs. F. Eugene Vogler, Jr. Ms. Sheila H. Vogler Mr. and Mrs. Michael B. Wall Mr. and Mrs. Hans W. Wanders
Mr. and Mrs. L. Glenn Orr, Jr.
Mr. and Mrs. Anthony Wayne Seamon
Mr. and Mrs. Craven B. Page
Mr. Rick Seamon
Mr. and Mrs. Joseph Washington
Mr. John V. Pappas
Ms. Rebecca Ann Sebastian
Mr. and Mrs. Philip R. S. Waugh, Jr.
Mr. and Mrs. Dwight E. Pardue
Mrs. Robert D. Shore, Jr.
Mr. and Mrs. Arthur G. Weber
Mrs. Harry O. Parker
Mrs. Rosemary V. Shortt
Dr. and Mrs. Eugene H. Paschold
Dr. Thomas E. Shown
Dr. Glenda Weber and Mr. Wayne Weber
Mr. and Mrs. John Mann
Dr. John Patrick and Dr. Dominique Patrick
Mr. and Mrs. Paul Sinal
Ms. Susan M. Ivey
Mr. and Mrs. James E. Martin
Ms. Julie J. Pearce
Mr. Willis Slane and Dr. Caroline Chiles
Dr. and Mrs. Francis M. James III
Dr. and Mrs. John A. Maselli
Ms. Brenda B. Penney
Mr. and Mrs. Archie Smith
Mr. and Mrs. A. Tab Williams, Jr.
Mr. and Mrs. Harry Jarman
Mr. and Mrs. Anthony M. Masich
Dr. and Mrs. Francis D. Pepper, Jr.
Mr. and Mrs. Richard G. Smith, Jr.
Mr. and Mrs. Arthur T. Williams III
Dr. and Mrs. Richard Janeway
Mr. David P. Masich
Mr. and Mrs. Clifford W. Perry, Jr.
Mr. F. Conard Snyder
Ms. Cynthia A. Williams
Mr. and Mrs. W. T. Jenkins, Sr.
Dr. and Mrs. K. Frank McCain
Mrs. Clifford W. Perry
Dr. and Mrs. John K. Southard, Jr.
Mr. and Mrs. Stephen T. Williams
Mrs. Florinda C. Johnson
Dr. and Mrs. William McCall, Jr.
Mr. and Mrs. Tony Petree
Mr. and Mrs. R. Arthur Spaugh
Mr. and Mrs. Frank Willingham
Mrs. P. T. Johnson
Dr. and Mrs. Bruce R. McCune
Mr. and Mrs. L. Gordon Pfefferkorn, Jr.
Ms. Ann Lewallen Spencer
Mr. and Mrs. John W. Willingham
Dr. and Mrs. Peter C. Johnson
Mrs. Nancy Davis McGlothlin
Mr. and Mrs. C. Edward Pleasants, Jr.
Mr. and Mrs. James Spencer
Mr. and Mrs. J. D. Wilson, Jr.
Ms. Beverly Johnston
Dr. and Mrs. Timothy McGowen
Mrs. Nancy H. Wilson
Dr. W. Frederick McGuirt
Mr. Graydon Pleasants and Ms. Margaret Scales
Mrs. William O. Spencer III
Mr. James W. Johnston
Mr. and Mrs. Scott F. Sternberg
Mr. R. M. Wilson
Mr. and Mrs. Christopher Jones
Ray and Cathleen McKinney
Mrs. Clifton E. Pleasants
Edward E. and Jean Jennings Stivers
Mr. and Mrs. Steve Wohlford
Mr. and Mrs. Scott D. Jones
Mr. and Mrs. John B. McKinnon
Dr. Michael J. Pollak
Mr. and Mrs. Richard Stockton
Mr. and Mrs. Harry H. Wolfe
Mrs. Thad L. Jones
Ms. Sally R. McLeod
Mr. Richard E. Pope
Mr. and Mrs. Richard L. Sullivan
Dr. and Mrs. John R. Wolfe
Mrs. R. William Joyce
Mr. and Mrs. J. Frank McNair IV
Mr. and Mrs. Billy D. Prim
Mr. and Mrs. John J. Sutton, Jr.
Mr. Ralph H. Womble
Ms. Lucy Kaplan
Dr. and Mrs. William E. Means
Mr. Grady R. Pulliam III
Dr. and Mrs. Charles V. Taft
Mr. and Mrs. William F. Womble
Mr. and Mrs. William B. Kay, Jr.
Mr. and Mrs. John G. Medlin, Jr.
Mr. and Mrs. Cliff Purcell
Dr. and Mrs. David H. Tate
Mr. and Mrs. H. C. Woodall, Jr.
Mrs. J. Lee Keiger, Jr.
Mr. and Mrs. Danny J. Mendenhall
Mr. and Mrs. Robert L. Quick
Mr. and Mrs. John A. Taylor
Ms. Roma Lee Woosley
Ms. Terri Kern
Mr. and Mrs. John Merritt
Mr. and Mrs. H. Chris Ramm
Mrs. Margaret Taylor
Dr. and Mrs. Richard C. Worf
Ms. Susan Kerner-Hoeg
Mr. James C. Messick
Mr. James K. Reaves, Jr.
Mr. Jesse C. Temple
Mr. and Mrs. Hal G. Worley
Mr. and Mrs. Truman T. Kiger
Mr. and Mrs. James E. Messick, Jr.
Mr. and Mrs. Harry Reavis
Dr. and Mrs. John B. R. Thomas
Mr. and Mrs. Bryan Yates
Ms. Earline heath King
Dr. and Mrs. Henry S. Miller, Jr.
Mr. and Mrs. Patrick Riazzi
Ms. M. Louise Thomas
Mr. and Mrs. Karl Yena
Mr. and Mrs. Jessie M. King
Mrs. Barbara B. Millhouse
Dr. and Mrs. David G. Rice
Mr. and Mrs. Stephen A. Thornton
Dr. and Mrs. Douglas M. Young
Mr. and Mrs. Philip G. Kinken, Jr.
Mr. and Mrs. Neal Millsaps
Mary Louise Rice
Mr. and Mrs. F. Nelson Tomlinson, Jr.
Mr. and Mrs. Yasser Youssef
Mrs. Louis Klaff
Mr. Richard G. Mock
Mr. and Mrs. Thomas B. Rice III
Dr. and Mrs. James F. Toole
Mr. and Mrs. William A. Knott
Mr. and Mrs. John F. Ward
Mr. and Mrs. Scott F. Wierman Mr. and Mrs. Paul M. Wiles Mr. and Mrs. Joseph Wilhem
Mrs. John S. Rider
the winston-salem foundation annual report
f u nds and donors [ 4 8 – 4 9 ]
funds and donors
2008 Donors THE FOLLOWING two PAGES contain THE NAMES of those who made gifts to the Community Fund and Book of Memory in 2008. To review
a list of 2008 donors to other named funds, please visit our Web site at www.wsfoundation.org. Both the Foundation and the community are grateful for all of these gifts—from the smallest to the largest. Collectively these contributions reflect that the Foundation’s mission—to invest in our community by making philanthropy and its benefits available to all—is alive and well.
donors to the community fund and book of memory Gifts to the Community Fund and Book of Memory allow the Foundation to address the community’s best funding opportunities and most urgent needs through competitive grants. Contributions are listed alphabetically within the following designations: Visionaries, gifts of $5,000 or more; Benefactors, gifts between $2,500 and $4,999; Advocates, gifts between $1,000 and $2,499; Supporters, gifts between $500 and $999; and Philanthropists, gifts up to $500.
Visionaries ~ $5,000 or more
benefactors ~ $2,500 - $4,999
Mr. and Mrs. Frank M. Bell, Jr.
Mr. Noel Lee Dunn
Mr. Charles R. Hemrick/Mrs. Norma Charles-Sink
Mr. and Mrs. John A. Taylor
The Senah C. & C. A. Kent Foundation
Mr. and Mrs. Paul M. Wiles
Mr. Richard B. Port
Advocates ~ $1,000 - $2,499 Dr. and Mrs. Elms L. Allen
Mr. and Mrs. J. Scott Cramer
Mr. and Mrs. Charles H. Hauser
Mr. and Mrs. Robert F. Armfield
Tom Davis Fund
Dr. and Mrs. Robert Holmes
Mr. and Mrs. F. James Becher, Jr.
Mr. and Mrs. Thomas S. Douglas III
Dr. and Mrs. Francis M. James III
Mr. and Mrs. Henry M. Booke
Mr. and Mrs. Graham P. Dozier III
Mr. and Mrs. John W. Burress III
Mr. and Mrs. Dale E. Driscoll
Mr. and Mrs. Stanhope A. Kelly
Dr. John J. Carr
Mr. and Mrs. Victor I. Flow, Jr.
Mr. and Mrs. George C. Lautemann
Mr. and Mrs. F. Hudnall Christopher, Jr. Mr. and Mrs. George M. Cleland
Mr. and Mrs. William B. Kay, Jr.
Grover C. and Jane C. McNair Charitable Foundation Trust
Mr. Willis Slane and Dr. Caroline Chiles
Mr. and Mrs. John G. Medlin, Jr.
The Strickland Family Foundation
Mr. and Mrs. Lucian H. Neal
Swann McBride Properties LLC
Mr. John V. Pappas
Mr. and Mrs. F. Nelson Tomlinson, Jr.
Mr. and Mrs. Stephen F. Phelps
Dr. and Mrs. James F. Toole
The Piedmont Natural Gas Foundation
Dr. and Mrs. Jaime E. Trujillo
Glenn Family Foundation
The Honorable Molly Leight
Mr. and Mrs. Thomas O. Goodson
Mr. and Mrs. Gerald H. Long
Mr. and Mrs. Murray C. Greason, Jr.
Mr. and Mrs. Frank K. Lord III
Mr. Graydon Pleasants and Ms. Margaret Scales
Mr. and Mrs. J. D. Wilson, Jr. Mr. and Mrs. H. Vernon Winters
Supporters ~ $500 - $999 Mr. and Mrs. Bert L. Bennett, Jr.
Mr. and Mrs. Richard D. Hensel
Mr. and Mrs. R. Frank Murphy
Mr. and Mrs. J. Todd Slate
Dr. and Mrs. Kenneth Carlson
Mr. and Mrs. G. Dudley Humphrey
Mr. and Mrs. Robert F. Naas
Mr. and Mrs. G. Dee Smith
The Christopher Fund
Mr. John W. Hunt
Personal Care Services, Ltd.
Ms. Nancy S. Spencer
Mr. and Mrs. Richard N. Davis
Mr. and Mrs. Gordon W. Jenkins
Ms. Susan Pfefferkorn
Mr. and Mrs. William P. Steele
Mrs. Elaine D. Dowdell
Mrs. Annette M. Leight
Mr. and Mrs. John A. Piazza
Mrs. Charles F. Vance, Jr.
Mr. and Mrs. William A. Goodson, Jr.
Ms. Deborah S. Marshall
Mr. and Mrs. Clay V. Ring, Jr.
Mr. and Mrs. Hans W. Wanders
Ms. Judith B. Halverson
Mr. and Mrs. John B. McKinnon
Mr. and Mrs. Ed Robins
Mr. and Mrs. John W. Willingham
Mr. and Mrs. James G. Hanes III
Mr. and Mrs. J. Frank McNair IV
Mr. W. David Shannon
Mr. William T. Wilson III
Winston-Salem Chamber of Commerce Mr. and Mrs. Calder W. Womble Ms. Edith Womble Mr. and Mrs. William F. Womble, Jr.
philanthropists ~ up to $500 Dr. and Mrs. David H. Allen
Mr. and Mrs. Robert L. Dalton, Jr.
Mr. and Mrs. Joseph C. Hedgpeth II
Dr. and Mrs. J. Wayne Meredith
Mrs. Mary C. Shipe
Mr. and Mrs. Miller Allen
Dr. and Mrs. Courtland H. Davis, Jr.
Mr. and Mrs. Richard M. Henderson
Mr. and Mrs. Ralph Messick
Mr. and Mrs. Kenneth N. Sisk
Anonymous (3)
Mr. and Mrs. John W. Davis III
Mr. M. N. Hennessee
Dr. and Mrs. Henry S. Miller, Jr.
Mrs. Vernon H. Smith
Mr. and Mrs. John Appel
Dr. and Mrs. John W. Denham
Ms. Martha M. Higginbotham
Ms. Ellen N. Monahan
Mr. W. Grady Southern, Jr.
Mr. and Ms. James W. Armentrout
Mr. and Mrs. Christopher L. DeVane
Mr. and Mrs. Charles S. Hinson, Jr.
Ms. Elsie Morris
Mr. and Mrs. R. Arthur Spaugh
Ms. Margaret W. Armfield
Mr. and Mrs. Douglas Dillard
Mrs. William F. Hohman
Mr. and Mrs. Richard W. Starbuck
Dr. and Mrs. Philip R. Aronson
Dr. and Mrs. James T. Dobbins, Jr.
Mr. and Mrs. Dan W. Austell
Mr. Nicholas Donahue
Home Builders Association of Winston-Salem Women's Council
Mr. and Mrs. Kenneth F. Mountcastle, Jr.
Mr. and Mrs. William P. Baldridge
Downtown Winston-Salem Partnership, Inc.
Mr. and Mrs. Charles S. Baldwin III Bank of America Foundation Mr. and Mrs. Arthur R. Barnes Mr. and Mrs. Zeb E. Barnhardt, Jr. Mr. and Mrs. H. Grady Barnhill, Jr. Mr. and Mrs. G. Thomas Battle Dr. and Mrs. Edward S. Beason Ms. Hedda Boker Mrs. William Bryan Booe, Jr. Mr. H. Michael Britt Mr. and Mrs. Rodney C. Brown Ms. Nadine Buckinger Ms. Martha B. Carlisle Mr. Coy C. Carpenter, Jr. Ms. Jo Ellen Carson Ms. Daisy R. Chambers Dr. and Mrs. Bruce Clapp Mr. and Mrs. Ronald J. Clein Mrs. Sophia S. Cody Mr. and Mrs. Charles Cole Mr. and Mrs. James H. Corrigan, Jr. Mr. and Mrs. David L. Cotterill Dr. Sharon Covitz Mr. Gregory A. Cox Mr. and Mrs. Marcus B. Crotts Mr. and Mrs. Richard M. Crowder, Jr. Mr. Kerry G. Crutchfield
Mr. and Mrs. Edward T. Mulvey, Jr.
Mr. and Mrs. William C. Thacker Mr. Kenneth L. Thomas
Mr. and Mrs. Robert A. Hoover
Mr. and Mrs. Thomas C. Munden
Mrs. E. R. Howard
Mr. and Mrs. William R. Myers
Dr. and Mrs. Joseph B. Dudley
Mrs. Andy Huber
Mr. and Mrs. David B. Neal
Mr. and Mrs. Carl A. Dull, Jr.
Mr. Robert C. Huber
Mr. and Mrs. Dillon Neaves
Ms. Nancy Dunn
Mrs. Jacqueline S. Hunt
Mr. and Mrs. T. David Neill
Ms. Phyllis H. Dunning
Edy Hurdle Consulting, Inc.
Dr. and Mrs. Lewis H. Nelson III
Mr. and Mrs. C. Dorsey Dyer, Jr.
Mrs. Addie B. Hymes
Mr. and Mrs. Michael Newman
Mr. and Mrs. Robert L. Edwards
Mr. Thomas E. Ingram
Ms. Marjorie Northup
Wachovia Foundation Matching Gifts Program
Dr. and Mrs. William Elesha
Mr. and Mrs. Edward L. Irvin
Norwood Architecture & Design, Inc.
Mr. and Mrs. William R. Wallace, Jr.
Mrs. Aurelia Eller
Mr. and Mrs. James M. Iseman, Jr.
Mr. and Mrs. Buddy Norwood
Mr. and Mrs. J. Dudley Watts, Jr.
Ms. Dorothy Francis
Dr. and Mrs. Ali Jarrahi
Mrs. Algine Neely Ogburn
Mr. and Mrs. David C. Wesson
Mr. and Mrs. William H. Freeman
Mr. John C. Jessup
Mr. and Mrs. Sam Ogburn, Jr.
Dr. Patty West
Ms. Cici Fulton
Mrs. Catherine M. Jones
Mr. and Mrs. Charles C. Patton
Mr. and Mrs. Robert A. West
Ms. Nella P. Fulton
Mr. and Mrs. Douglas S. Jones
Mrs. Clifford W. Perry
Mrs. Robert P. Whaling
Mr. and Mrs. John L. W. Garrou
Dr. and Mrs. F. Whitney Jones
Mr. and Mrs. Clifford W. Perry, Jr.
Mr. and Mrs. Harden B. Wheeler, Jr.
Mr. and Mrs. James E. Gay III
Ms. Sherry A. Kellett
Mrs. Helen S. Peterson
Mr. and Mrs. Scott F. Wierman
Mr. and Mrs. Tom Gibbs
Dr. and Mrs. David L. Kelly, Jr.
Mr. James C. Pfohl, Jr.
Mr. and Mrs. J. Tracy Wilkerson
Mr. and Mrs. William B. Gibson
Ms. Jane W. Kelly
Mr. and Mrs. C. Edward Pleasants, Jr.
Mr. J. Lanier Williams
Mr. and Mrs. Richard E. Glaze
Mr. and Mrs. Joe King
Mr. and Mrs. Cliff Purcell
Mr. and Mrs. John G. Williard
Mr. Franklin C. Golden, Sr.
Mr. George H. Knostman
Ms. Donna Rader
Mr. and Mrs. Ben S. Willis, Jr.
Dr. and Mrs. Louis N. Gottlieb
Ms. Jo Ann Kyslinger
Mr. and Mrs. Wayne E. Reece
Mr. John G. Wolfe III
Mr. Vergil H. Gough
Mr. and Mrs. W. Randolph Loftis, Jr.
Mr. Michael F. Ryan
Mr. and Mrs. Hal G. Worley
Mr. Thomas A. Gray
Mr. John H. Loughridge, Jr.
S & L Painting and Decoration, Inc.
Mr. James E. Yarbrough, Jr.
Dr. and Mrs. Paul P. Gwyn
Dr. and Mrs. Donald L. Martin, Jr.
Ms. Dee Ann Sanders
Mr. and Mrs. Karl Yena
Mr. and Mrs. John Harrison
Ms. Joyce S. May
Mr. and Mrs. J. Robert Sanders, Jr.
Mrs. Betty L. Yount
Mr. and Mrs. Dennis G. Hatchell
Ms. Carolyn McBride
Mr. and Mrs. W. P. Sandridge, Jr.
Mr. and Mrs. Donald G. Haver
Dr. William McCall, Jr.
Mr. and Mrs. Donald R. Saunders
Dr. and Mrs. Patrick K. Healy
Dr. James A. McCool
Mrs. Lyttleton B. Scott, Jr.
the winston-salem foundation annual report
Mr. and Mrs. Ben W. Thomason, Jr. Mr. and Mrs. Michael A. Trawick Mr. Erling S. Tronnes Dr. and Mrs. William W. Truslow Mr. and Mrs. Robert C. Vaughn, Jr. Mr. and Mrs. Stuart F. Vaughn
f u nds and donors [ 5 0 – 5 1 ]
OVerview
Financial Overview Combined Statements of Assets, Liabilities, and Net Assets (Modified Cash Basis) ASSETS Cash and cash equivalents Certificates of deposit Securities
Dec. 31, 2008 and 2007
2008
2007
$9,419,642
$15,565,993
763,502
1,013,843
143,316,861
210,726,239
934,240
852,448
Receivables: Student loans Notes Investment in partnerships Assets held in trust – real estate Building, improvements, and equipment Split interest assets held in trust (Note 1) Other assets TOTAL ASSETS
130,033
145,033
13,943,287
13,630,987
4,558,212
4,133,212
986,175
1,022,729
36,329,318
51,924,444
538,117
615,846
$210,919,387
$299,630,774
LIABILITIES AND NET ASSETS LIABILITIES: Amounts withheld from employees Agency deposits Split interest assets held in trust (Note 1)
$7,995
$4,547
12,459,585
18,640,491
36,329,318
51,924,444
48,796,898
70,569,482
Discretionary
21,029,725
30,608,559
Field of interest
19,889,935
29,000,725
12,155,445
16,039,037
Total liabilities UNRESTRICTED NET ASSETS:
Scholarship Student loan
1,668,417
1,744,453
Donor advised
65,163,669
88,167,393
Donor designated
38,129,019
56,155,032
4,616,877
4,221,279
Real estate Administrative Total net assets
(530,598)
3,124,814
162,122,489
229,061,292
$210,919,387
$299,630,774
COMMITMENTS (Note 2) TOTAL liabilities and net ASSETS
Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $23,710,684 and $32,236,693 as of December 31, 2008 and 2007, respectively. Note 2: Unpaid grant commitments from endowed funds approved by The Winston-Salem Foundation Committee amounted to $1,845,828 and $2,307,637 at December 31, 2008 and 2007, respectively.
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the winston-salem foundation annual report
Combined Statements of receipts, disbursements, and changes in Net Assets (Modified Cash Basis) years ended Dec. 31, 2008 and 2007 change in net ASSETS
2008
2007
$13,289,189
$17,007,159
6,482,999
9,368,595
100,565
103,585
RECEIPTS: Donations and bequests Interest, dividends, and other investment income Fees assessed on agency deposits Other receipts
15,619
79,883
Total receipts
19,888,372
26,559,222
23,826,352
30,096,978
2,686,853
2,445,760
660,950
681,598
DISBURSEMENTS: Grants Executive office operations Trustee banks’ and investment management fees Brokerage fees Other disbursements Total disbursements
27,722
41,821
228,274
157,931
27,430,151
33,424,088
(7,541,779)
(6,864,866)
NET REALIZED AND UNREALIZED GAINS (LOSSES)
(59,397,024)
9,004,287
INCREASE (DECREASE) IN NET ASSETS
(66,938,803)
2,139,421
RECEIPTS UNDER DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS (LOSSES)
NET ASSETS Beginning of year End of year
229,061,292
226,921,871
$162,122,489
$229,061,292
These numbers do not include the consolidation of two supporting organizations, The Millennium Fund and Partners for Homeownership, Inc. If you would like a complete copy of the 2008 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at (336) 725-2382, e-mail your request to todd.slate@wsfoundation.org, or visit our Web site at www.wsfoundation.org.
OVerview
The Winston-Salem Foundation Committee The community foundation concept that Colonel Francis Fries brought to Winston-Salem in 1919 included a critical role for community
leaders. The Foundation is fortunate to have an extraordinarily dedicated and generous group of community volunteers on its Foundation Committee, which is the primary governing body of the organization, as well as on its supporting committees, which are listed on the following page.
Dr. Harold Lee Martin, Sr.
Paul M. Wiles
John W. Burress
Gregory A. Cox
Chairman
Vice Chairman
Treasurer
Secretary
Chancellor N.C. A&T State University
President and Chief Executive Officer Novant Health
Retired President J.W. Burress, Inc.
Senior Vice President and City Executive Bank of America
Simpson “Skip” O. Brown, Jr.
Rence Callahan
Peggy Carter
President – Triad Region First Community Bancshares, Inc.
Vice President and Treasurer Walter Robbs Callahan & Pierce Architects
Vice President Forsyth Medical Center Foundation
Lynn Brenner Eisenberg
Robert E. Greene
J. Andrews Hancock
Community Volunteer
Senior Executive Vice President and Manager of Administration Services BB&T
President Frank L. Blum Construction Company
Kay Lord
Janet P. Wheeler
Ralph Hanes Womble
Retired Executive Director and Chief Executive Officer Habitat for Humanity of Forsyth County
Retired Vice President R. J. Reynolds
Retired Chief Executive Officer Hanes Companies
Supporting Committees 2009 Asset Development Committee
Deborah S. Marshall, Chair
Thomas D. Goodson
C. Edward Pleasants, Jr.
J. David Branch
Gordon W. Jenkins
Elizabeth L. Quick
Richard P. Budd
Susan G. King
James K. Reaves, Jr.
John W. Burress, III
Susan W. Mann
Napoleon Richardson
Black Philanthropy initiative Committee 2009 Advisory Committee
Dale E. Driscoll
Harold L. Martin
Randall Tuttle
Brenda B. Diggs, Chair
Corena Norris-McCluney
Lynn B. Eisenberg
Timothy R. Moore
Robert C. Vaughn, Jr.
Florence Corpening
James K. Reaves, Jr.
Michael J. Fisher
T. David Neill
Philip R. S. Waugh
Richard N. Davis
Napoleon Richardson, Jr.
Rev. Donald Jenkins
Lydell Thompson
Rev. Dr. Joseph Jones
Janet Wheeler
2009 Student Aid Committee
Jennifer Martin
Carolyn Black
Eddie Hernandez
Jonathan Sadler
Veronica Black
Lamar Joyner
Larry Stephenson
John Candillo
Barbara Masi
Jane Suitt
Lindy Ellis
George McLendon
Paula Turner
Youth Grantmakers in Action 2008-2009 Participants
Dorothy Francis
Richard Mock
Becki VanderKlok
Julius Battle
Amy Kosloske
James Gallaher
Patricia Norris
Malashai Woodbury
Vanessa Beresford
Megan Mills
Carolyn Gray
Daisy Rodriguez
Karl Yena
Widnelia Garcia
Margaret Patterson
Tommy Healy
Ana Rice
Harleigh Hornsby
Jessica Terry
Matt Humphries
Evan Warren
The Women’s Fund of Winston-Salem 2009 Board of Directors
Michelle Cook, Chair
Sarah Holthouser
Margaret Scales
Alexes Johnson
Claire Wilson
Lisa Alley
Mary Jamis
Claudia Zorn Schaefer
CJ Jones
Kexin Yin
Allison Brashear, MD
Martha Logemann
Evelyn Terry
Tiara Jones
Susan Campbell
Jane Martin
Lelia Vickers
Tonya Deem
Chevara Orrin
Janie Wilson
Lynn Brenner Eisenberg
Lisa Purcell
the winston-salem foundation annual report
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OVerview
Foundation Staff OPERATIONS/SUPPORT
Scott F. Wierman — President Lisa P. Purcell — Executive Vice President Cici Fulton — Director, Marketing and Communications David Gore — Director, Information Systems and Technology Christina Perrin — Receptionist Leila Warren — Executive Assistant Todd Slate — Vice President, Finance and Administration Betty Johnson — Financial Assistant Carolyn McBride — Grants Processor Mary Jo Morgan — Accounting Associate Dee Smitherman — Comptroller COMMUNITY INVESTMENT
Michael Clements — Vice President, Community Investment Edna Barker — Administrative Assistant, Student Aid Betty Gray Davis — Senior Program Officer Robin Burr DeVane — Grants Manager Kay Dillon — Director, Student Aid Andrea Falden — Program Officer Sandra Fishel-Booth — Program Officer Brittney Gaspari — Director, Grants Tari Hanneman — Women’s Fund Coordinator
Seated (from left) – Michael Clements, Scott Wierman, Leila Warren First row – Andrea Falden, Cici Fulton, Betty Gray Davis, Marisa Ray, Christina Perrin, Betty Johnson, Mary Jo Morgan, Lisa Purcell, Annette Lynch, Todd Slate Second row – Ann Tillett, Robin Burr DeVane, Kay Dillon, Edna Barker
PHILANTHROPIC SERVICES
Third row – Brittney Gaspari, Dee Smitherman, Tari Hanneman, Jo Ann Kyslinger, David Gore
Annette Lynch — Vice President, Philanthropic Services Jonathan Halsey — Donor Services Officer Jo Ann Kyslinger — Gifts Processor Marisa Ray — Development Officer Ann Tillett — Administrative Assistant, Philanthropic Services
Fourth row – Carolyn McBride, Sandra Fishel-Booth, Jonathan Halsey
Confirmed in Compliance with National Standards for U.S. Community Foundations
Design: M Creative | Photography: Christine Rucker; Lea Metz-page 8; WFUBMC Creative Communications-page 14; Piedmont Land Conservancy-pages 16-17; The Children’s Home-page 53; Black Horse-inside back cover Printing: Hutchison Allgood | Story Writing: Kathy Norcross Watts The inside pages of this annual report contain fiber sourced from well-managed forests.
The Winston-Salem Foundation is committed to supporting excellence in our community by giving it the time, space and resources to thrive in our city’s most generous, purposeful and creative individuals and organizations. We believe that fostering excellence over time makes Winston-Salem a better place for all.
860 West Fifth Street Winston-Salem, NC 27101-2506 Telephone (336) 725-2382 Toll-free (866) 227-1209 Fax (336) 727-0581 www.wsfoundation.org
Journey to EXCELLENCE The Winston-Salem Foundation 2009 report to the community | 2008 annual report