The Wins ton- Salem F Oundation 2011 Report to the Community | 2010 Annual Report
growing
LEADERSHIP
Front and inside covers: 2011-2012 Youth Grantmakers in Action
growing
LEADERSHIP
Leadership, at its best, is the collaborative focus of many.
A community needs many leaders coming together —
Civic and political and spiritual leaders.
Grassroots and mission-specific leaders.
while also inspiring its young people to develop their own leadership potential —
each sharing his or her unique experiences and insights,
the most innovative ideas and solutions are born.
And as people discover the power of shared responsibilities and rewards,
a community becomes stronger
the more successfully it will face challenges and respond to opportunities.
When diverse individuals work in concert,
Indeed, the more a community can engage its various leaders —
and living in it becomes more satisfying.
This is how trust weaves itself throughout one neighborhood and into the next.
This is how positive impact gains traction and then momentum.
Leaders working with other leaders —
when the very best human resources of a community connect and grow,
so, too, does progress for all.
Y ea r in Revi ew
4
communit y l ea d er ship g rowing le ad er ship Grants
12
26
Fun d s an d Don or s F in a n cial Over vi ew
32 54
Foun d ati on Comm itt ees Staff
8
56
58
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 to the Community
G
ROWING LEADERSHIP is vital to our community’s future.
Since The Winston-Salem Foundation was established in 1919,
the face of leadership in our community has changed dramatically. Today, Forsyth County is quite a different place — we’re growing
Today we are approaching $300 million in assets, with over 1,300 funds established by charitable individuals, families, businesses, and organizations. Winston-Salem’s early leaders never could have imagined not only the growth that the Foundation has experienced, but also the diversity in our community’s
leadership as never before. In this 2011 Report to the Community we celebrate
leadership and purposeful collaborations among groups that have taken us to
the stories of only a few of the thousands of leaders in our community.
where we are today.
They are volunteers, students, philanthropists, and community nonprofits —
We look forward to providing many more years of leadership support to
and all reflect the rich diversity that we are so lucky to have here. Our cover
this community. Let us know your ideas for Growing Leadership together —
is reflective of this in the faces of our Youth Grantmakers in Action group,
we’re here as a resource for the entire community!
a Foundation program for growing youth leadership through philanthropy. The Foundation strives to grow leadership in Forsyth County by encouraging partnerships among existing community resources. Given these challenging economic times, collaborations will be crucial to addressing community challenges. Later in this report you will hear one inspiring example in the Youth in Transition Community Initiative. Committed to improving the often negative outcomes for youth transitioning out of foster care, a diverse collaborative has worked closely together since 2009 to develop a comprehensive initiative that will give these youth the support they deserve to live successful adult lives. In 2010 the Foundation made more than $18.8 million in charitable grants — more than $2.6 million of which were directed through our Community
Kay D. Lord
Scott F. Wierman
Chair
President
The Winston-Salem Foundation Committee
The Winston-Salem Foundation
Grants program. These grants provide funding assistance to nonprofit programs with the potential to have the most positive long-term impact on our community — improving lives through education, the arts, community development, health, and human services programs. In the 2010-2011 school year, the Foundation helped more than 500 students with over $1 million in student aid for college — and we are happy to report, for the second year in a row!
the winston-salem foundation annual report
overview [ 2 – 3 ]
year in review
2011 community
a
luncheon
N ENERGETIC CROWD OF more than 900 community
members gathered at the Benton Convention Center on May 4 for the Foundation’s 2011 Community Luncheon. During the program, The Winston-Salem Foundation Award was presented to Beth and Sandy Baldwin, and the 2011 ECHO Awards were presented to Mary Dame, Ed Hanes, and Cheryl Lindsay. (full stories on page 6) Forsyth County’s Youth in Transition Community Initiative was announced publicly for the first time through speakers and a video presentation. Youth in Transition is the result of a community collaborative of foundations, nonprofit organizations, governmental agencies, and interested individuals. This program will give youth transitioning out of foster care the support they need to move successfully into adulthood. (for more information, see page 10)
Keynote speaker Patrick T. McCarthy, president and chief executive officer of the Annie E. Casey Foundation in Baltimore, emphasized the importance of growing local community leadership and stressed that Forsyth County has many resources already in place with which to solve its challenges — he noted that collaboration will be the key to the community’s success. The Foundation appreciates the 57 generous sponsors who signed on to be Community Investors, Community Builders, and Community Supporters — their support enabled the Foundation to provide greater community access to the event, which is what the Community Luncheon is all about! We look forward to hosting next year’s Community Luncheon on May 2, 2012.
George Bryan of The Children’s Home responds to the program
Community members network before the luncheon
Shannon Thompson delivers luncheon invocation
Keynote speaker Patrick T. McCarthy
the winston-salem foundation annual report
year in review [4–5]
year in review
THE WINSTON-SALEM FOUNDATION AWARD
t
he Winston-Salem Foundation Award is the Foundation’s
highest honor. First given in 1996, the award recognizes individuals who demonstrate the Foundation’s values of generosity, excellence, inclusion, and integrity, along with visionary leadership in a community activity or on behalf of a community organization. The 2011 Winston-Salem Foundation Award was presented to Beth and Sandy Baldwin. The Baldwins were honored for their determined efforts to establish the State Employees’ Credit Union (SECU) Family House on the Richard J. Reynolds III and Marie M. Reynolds Campus, a collaborative community effort to establish a Hospital Hospitality House in WinstonSalem for out-of-town caregivers and adult patients undergoing treatment in local hospitals. The facility will be a 45-room “home away from home” where visitors will experience support from staff and volunteers in a residential setting. The Overnight Program will serve more than 2,000 families a year, and a Day Respite Program will offer patients and caregivers a relaxing environment during daytime hours.
WSF Award recipients Beth and Sandy Baldwin with Scott Wierman and Kay Lord
This award is selected by a committee comprised of members of various Foundation committees as well as the community-at-large. With this very well-deserved recognition comes a $10,000 Foundation grant which the Baldwins have designated to the SECU Family House.
the ECHO awards
t
(l-r) Scott Wierman; Cheryl Lindsay; Ed Hanes; Mary Dame; and Kay Lord
[6–7] year in review
the winston-salem foundation annual report
he ECHO Awards were established in 2001 to honor individuals or groups who are connecting and building trust in our community. ECHO (“Everyone Can Help Out”) recipients have created bridging social capital by building trusting connections among people, which contributes to a safer, stronger, and more understanding community. The 2011 ECHO Awards were jointly presented by the Foundation and the ECHO Network to Mary Dame, Ed Hanes, and Cheryl Lindsay for uniquely connecting people and building trust — and making our community a better place for all. ECHO Awards are selected annually by a committee representing the Foundation, the ECHO Network, and the community-at-large. Each recipient receives $1,000 to grant to a nonprofit organization of his or her choice.
the LEGACY SOciety
i
n November 2010, the Foundation hosted 230 Legacy Society members
at a dinner at Wake Forest University’s Bridger Field House. Legacy members heard how the Antony Swider Art Education Award is giving local art teachers professional development opportunities that they would not otherwise have had by funding sessions at the renowned Penland School of Crafts in Penland, N.C. Jan Detter, a Swider fund advocate, and Shawn Beard, a teacher recipient, spoke about the power of the Penland experience, emphasizing how it will pay itself forward for local students for many years to come. Guests also learned more about the Foundation’s role in collaborating on community initiatives, with an introduction to the Youth in Transition Community Initiative for youth transitioning out of foster care. Joe Raymond, director of the Forsyth County Department of Social Services, and Maureen Jackson, a young adult who grew up in the foster care system (and who is profiled on page 14), spoke about the substantial impact that the program will have in improving outcomes for these youth. 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.
WSF Committee member Janet Wheeler enjoys the dinner program
scholarship celebration
t
Scholarship recipients at the Celebration Breakfast
he foundation hosted a Scholarship Celebration Breakfast in early August 2011 to honor 2011-2012 scholarship recipients as well as the donors who made their scholarships possible. More than 150 people gathered at the Anderson Conference Center on the campus of Winston-Salem State University to celebrate more than $1 million in student aid that was provided by the Foundation in the school year. Program speakers included Dr. Karen McNeil-Miller, president of the Kate B. Reynolds Charitable Trust, who addressed the importance of higher education and her foundation’s support through the Kate B. Reynolds Scholarships held at the Foundation. Students and donors also heard from Alex Collette, a Pfefferkorn Scholarship recipient and rising sophomore at UNC-Chapel Hill, as he gave his thoughts on his college experience and his gratitude for the scholarship support he has received.
community leadership
broadening
philanthropy Black philanthropy initiative
t
he Black Philanthropy Initiative (BPI) has built philan-
thropic relationships in the African-American community through education and engagement since 2000. Led by an advisory committee of African-American volunteers, BPI established the Black Philanthropy Fund in 2007 to support issues that impact the black community, with a special focus on education, financial literacy, and parenting and life skills training. A very successful BPI fundraising event was held in October 2010 at the home of Committee member Janet Wheeler and her husband Butch. In attendance were over 150 community members who were treated to delicious food and fellowship, as well as an update on BPI and its latest grants impact in the community.
An enthusiastic crowd gathered at BPI’s October fundraising dinner
BPI announced grants totaling $23,500 in their third grant cycle at a breakfast event in February 2011. Grant recipients included Exchange/ SCAN, Family Services Head Start, Flat Rock Middle School PTSA, Josh Howard Foundation, and the Ministers Conference of WinstonSalem and Vicinity for programs that focused on parenting skills development in the African-American community. BPI announced its fourth grant cycle in late summer 2011 by requesting proposals for programming focusing on education. Grant recipients will be announced in early 2012. For more information on BPI, go to the “Community Leadership” section of www.wsfoundation.org.
Representatives from grantees Exchange/SCAN; Family Services Head Start; Flat Rock Middle School PTSA; and Minister’s Conference of Winston-Salem and Vicinity (not pictured: Josh Howard Foundation)
The Women’s Fund of Winston-Salem
i
n November 2010, The Women’s Fund of Winston-Salem
celebrated its fifth anniversary at its annual luncheon by honoring the vision and leadership of its founders, the “Fab Five,” for their important role in establishing and building The Fund from 80 members to more than 800 members currently. The Fund’s success was recognized by local and statewide leaders, as Mayor Pro-Tempore Vivian Burke presented Michelle Cook with a proclamation from the Office of the Mayor that outlined the success of The Women’s Fund and declared November 3 to be “Women Empowering Women Day.” Jill Dinwiddie, Executive Director of the North Carolina Council for Women, presented the five founders with personal letters and certificates of acknowledgement as well as congratulations from Governor Beverly Perdue. At the luncheon, The Women’s Fund also announced $142,725 in grants to seven local nonprofit organizations to address the economic security of women and girls in Forsyth County. The grants were responsive to the issues and recommendations outlined in The Fund’s groundbreaking 2010 report Through a Gender Lens: The Economic Security of Women and Girls in Forsyth County.
The “Fab Five”: Mary Jamis; Michelle Cook; Sarah Holthouser; Wanda Starke, emcee; Lynn Eisenberg; and Janie Wilson
The Women’s Fund Board kicked off 2011 with a strategic planning retreat to begin working toward building the long-term sustainability of The Fund and engaging the community and its members as advocates for issues impacting women and girls. More information about The Women’s Fund may be accessed at www.womensfundws.org.
Youth Grantmakers in Action
y
outh Grantmakers in Action (YGA) is a diverse group of teenagers who work together to develop guidelines, solicit proposals, and make grants to youth-led projects in Forsyth County. YGA grants are funded through the Foundation’s Youth Philanthropy Initiative Fund; the endowment fund grows each year through YGA participants’ fundraising as well as donor contributions.
YGA members and grantees at the March 2011 grant celebration
Representing 10 different area high schools in the 2010-2011 school year, YGA members kicked off the year with a team building retreat in August. YGA members met regularly throughout the year to organize their grant application and selection process as well as to discuss fundraising strategies. In March 2011, YGA hosted a celebration at The Enrichment Center to announce grants totaling $2,006 to five youth-led programs. Grantees included the National Art Honor Society of East Forsyth High School to host a community art event; the Winston-Salem Youth Council to create a public art space for self-expression; the Cancer Awareness and Research for Everyone Club to raise breast cancer awareness and encourage students to join a high school Race for the Cure team; the Youth Leadership Board to offer a week-long day camp for high school youth in foster care; and the Forsyth Country Day School Cooking Club to prepare meals for families staying at the Ronald McDonald House. For more information on YGA, go to www.youthgrantmakersinaction.org. the winston-salem foundation annual report
c o m m u n it y l e a d e r s h i p [ 8 – 9 ]
community leadership
solving
community issues the Foundation plays an important role in our community as an impartial convener of agencies as they come together to help solve community issues on topics as varied as improving mental health services, expanding educational opportunities, and revitalizing neighborhoods.
Youth in Transition
o
ne community issue that came to the Foundation’s attention in 2009 was the predominantly negative outcomes of young adults who were transitioning out of foster care. From 2002 to 2008, 149 children in foster care in Forsyth County turned 18. For many, that milestone meant they were now alone, without a support network to help them move forward in life. According to local and national studies, for youth transitioning out of the foster care system, 42 percent experienced homelessness, 45 percent did not complete high school or achieve a GED, 29 percent were single parents, and 68 percent had no natural support system — not surprising statistics given their circumstances. Beamer Aston, chair of YIT Youth Leadership Board
A few members of the Youth in Transition Governing Board: (l-r) George Bryan of The Children’s Home; Nancy Young of Winston-Salem State University; Joe Raymond of Forsyth County Dept. of Social Services; Danielle McConaga of NC Dept. of Social Services; Michael Clements of The Winston-Salem Foundation; Joe Crocker of Kate B. Reynolds Charitable Trust; and Art Gibel of Goodwill Industries of NWNC
The Foundation has served as the coordinator for the Youth in Transition Community Initiative since late 2009. A group of diverse organizations such as the Forsyth County Department of Social Services, The Children’s Home, and Goodwill Industries of Northwest North Carolina, as well as individuals, including youth previously and currently in foster care, have worked together to identify the challenges for these young people, to research existing programs that can meet those challenges, and to identify service gaps that might exist in the community. “Kids have a need for ‘door openers,’” says Michael Clements, the Foundation’s Vice President, Community Investment. “You’re talking about creating relationships. As a community, we can make a difference.” Goodwill Industries of Northwest North Carolina is serving as the program’s lead agency based on its existing resources and experience in implementing supportive youth programs, such as mentoring, housing support, and financial literacy training. Youth in Transition has received invaluable program support from the Jim Casey Youth Opportunities Initiative, which has worked with 11 other U.S. communities to improve outcomes for youth aging out of foster care. Substantial financial support has been provided by The Kate B. Reynolds Charitable Trust with a threeyear grant totaling $486,565 and The Duke Endowment, which is providing a two-year grant of $594,793. “Without the proper support, we cannot expect these young people to become contributing members of the community,” Foundation President Scott Wierman adds. “We believe the Initiative can meet a great many of their needs by leveraging the programs that already exist in Forsyth County and by providing the coaching and support needed to help create the sense of permanence that has been missing throughout their lives.” Key members of both the Initiative’s Governing Committee and Youth Board are youth who have aged out of foster care, and they have contributed greatly while gaining invaluable experience by taking an active role in solving this community issue. “The fact that they’re willing to go back and help people they’re not related to is genuine philanthropy,” Clements says.
Youth Leadership Board member Maureen Jackson with Michael Clements scan QR code with your Smart device
Youth in transition: A video Hear more about issues and solutions for Forsyth County’s youth transitioning out of foster care. (or access at www.youtube.com/user/WSFvideos)
Support Community leadErship! by supporting the Foundation’s Community Leadership Fund (or visit www.wsfoundation.org/netcommunity/community leadershipfund)
the winston-salem foundation annual report
co m m u n i t y l e a d e r s h i p [ 1 0 – 1 1 ]
growing
LEADERSHIP
There is a changing face of leadership in our community today. Old faces and new faces. People
from different backgrounds, coming from different places, passionate about different causes. All with the common interest of making our community the best that it can be. As you read through the following pages, we hope you will enjoy hearing the stories of just a few of the many leaders who every day effect positive change here in Forsyth County. Since 1919, the Foundation has been privileged to support and collaborate with all types of leaders, and we look forward to continuing to work together purposefully and diligently to ensure a brighter future for all of us.
the winston-salem foundation annual report
g r o wi n g l e a d e r s h i p [ 1 2 – 1 3 ]
initiatives scommunity e v i t a i t i n i COMMUNITY
providing the support
to succeed
w
The Youth in Transition Community Initiative of Forsyth County
hen she was 14, Maureen Jackson was placed in foster care, and for the next four years she lived with five different foster families and in a group home. She wasn’t happy, she admits, and she saw many ways in which the foster care system could be improved. Like other foster children, at age 18, she was deemed legally old enough to leave. As such, many foster children just like Maureen are left without a support network when they need it the most. “When you age out at 18, most of the kids are left flat on their own,” Maureen says. She was attending Winston-Salem State University when her social worker asked if she would like to be involved with the Youth in Transition Community Initiative, along with The Winston-Salem Foundation and other community collaborators. She and three other youth helped form the Youth in Transition Youth Leadership Board, and they recruited other youth who had been or still were in foster care to gather regularly to brainstorm ways to improve the system. They looked at the different struggles of foster youth transitioning to adulthood in Winston-Salem and strategized, “What can we do to help better it?”
[ 1 4 – 1 5 ] g r o wi n g l e a d e r s h i p
the winston-salem foundation annual report
The youth identified key things that would help make the transition easier: more stable housing and help with education and employment. “Without a stable home and having somewhere to lay your head,” she says, “it’s difficult to go out and apply for a job.” Maureen also serves as a youth representative on the larger Youth in Transition Governing Board. “We’re always equal partners at the table,” she says. “We’re all here to put our heads together to see how we can find the different resources out in the community,” Maureen continues. “We need all the partners at the table; each person can offer different things.” Maureen is an exception to the very negative statistics facing most young adults who age out of foster care. By using state grants for foster youth as well as loans, she was able to graduate cum laude from Winston-Salem State University in Birth to Kindergarten Education, and she currently teaches Pre-Kindergarten in the Stokes County Schools. “Education, to me, that’s the key to your future,” she says. And though she grew up shy and had not thought of herself as a leader before, the experience with Youth in Transition has nurtured those abilities. In this volunteer role, she was able to attend training sessions with the Jim Casey Youth Opportunities Initiative in St. Louis. “It helped bring out leadership skills I didn’t know were there.” At 23, she’s well beyond any regulation that requires her to continue to interact with the foster care system, yet she feels compelled to contribute her knowledge. “I’m trying to change it and make it better for other youth coming after me so that they won’t have to struggle and move around so much,” she says. “I do this from the heart.”
Since 2009, the Foundation has provided staff and leadership support to the Youth in Transition Community Initiative of Forsyth County. Maureen Jackson serves on its Youth Leadership Board as well as on its Governing Board to help make a better future for youth transitioning out of foster care.
The shepherd’s center has received many Community Grants in its history, including grants in 2008, 2009, and 2010 to support a full-time coordinator for the Congregational Nurse and Health Ministry Program. Prior grants have included support for a part-time case manager, for transportation costs for the elderly, and for the Intergenerational Reading Program. Barbara Carter (l) and Gwen Stewart
community grants
the road to
Better Health Shepherd’s Center Congregational Nurse and Health Ministry Program
e
very Sunday, members at St. Stephen Missionary Baptist Church know where to look in the pews for congregational nurse Gwen Stewart. After all, this volunteer nurse knows who has diabetes and might need a snack to balance blood sugar during the service. “If you are a nurse, you always want to help people,” says Gwen, a volunteer at St. Stephen who retired after working in nursing for 32 years. Her typical day might include organizing regular exercise classes that are open to both the church and community. She teaches children why it’s important to wash their hands, organizes dental health contests, and composes safety tips that will be hidden in Easter eggs. Her church has partnered with the nursing program at Winston-Salem State University to conduct body mass index screenings, and she has organized flu clinics and stroke screenings that have also been open to the community. “They need to know you care as a person,” Gwen adds. “It feels like it brought us closer together as a church.” Members of Kernersville Moravian Church keep congregational nurse Barbara Carter informed about who might need to borrow a set of crutches or a wheelchair, or who might appreciate a visit in the hospital. She arranges CPR courses for ushers, nursery workers and office staff, provides first aid kits for teachers during Vacation Bible School, and writes an article for the church newsletter each month. For Barbara, this volunteer role is an extension of her public health background. “We try to work with the community,” she reflects. Both of their congregations were among the 20 churches that participated in the Shepherd’s Center’s “Walk to Bethlehem” in 2010. For 12 weeks, church members logged miles for the 6,175-mile “walk” from Winston-Salem to Bethlehem that was also tied to their own faith journeys. During the trek, many church members established healthy habits that have continued to this day.
“We had people who loved it and started exercising,” Barbara says. The Congregational Nurse and Health Ministry Program was begun in 2009 by the Shepherd’s Center after they and an advisory committee comprised of Forsyth Medical Center, Wake Forest Baptist Health, Hospice and Palliative CareCenter, Salemtowne Retirement Community, and Winston-Salem State University all saw value in the program. By the end of 2010, the Shepherd’s Center had established partnerships with 47 congregations, and through their collaborative efforts, had reached 8,990 people in Forsyth County, according to Shepherd’s Center Executive Director Sam Matthews. Judy Iannuzzi, program director, adds, “The faith community partners in the program are offering not only health education and activities, but they are serving people on a personal level, which is having an impact, in a holistic manner, by addressing the needs of the mind, body and spirit of the individuals they reach. Having such a large number of congregations in our community has allowed us to begin this innovative, community-based program that impacts health and wellness at the grassroots level.” St. Stephen hosts twice-weekly exercise classes in their church hall
the winston-salem foundation annual report
g r o wi n g l e a d e r s h i p [ 1 6 – 1 7 ]
foundation donors
making a
difference The reaves family
w
hen BB&T Senior Vice President James Reaves was eight years old, he wanted to play football, but in Durham the local football league was all the way across town. “There was a gentleman named Leon Goldston, and he started a community-based football team for those of us who couldn’t travel across town,” recalls James, 40. “Leon worked as a waiter. He saw a need in the community; he acted upon that need. We had an opportunity to play a game we all loved and wouldn’t have been able to do on an organized basis otherwise.” “That ended up being my admission ticket to college,” James says. “It just showed how somebody can plant a seed, and it can change a life.”
[ 1 8 – 1 9 ] g r o wi n g l e a d e r s h i p
the winston-salem foundation annual report
Reaves earned a football scholarship to Appalachian State University where he was a running back and team captain for two years. He graduated in 1993 from Appalachian’s Walker College of Business, where he majored in finance and risk management. He later earned a Master of Science degree in financial services from The American College. In 2010, he was honored with the ASU Alumni Association’s Young Alumnus Award. James’s parents taught him a strong work ethic: his father worked for the U.S. Postal Service, his mother was a physical therapist, and together they raised five children. “Church, that was always important to us,” James says, and his family tithed. “That’s probably my first lesson in giving.” James and his wife, Winnie, have two young daughters, and they want their community to continue to thrive for their children. Despite their busy schedules, they feel compelled to give now in both time and resources. “I think a true leader is one who can inspire others to reach limits they wouldn’t have reached otherwise, to instill the belief in someone that he or she can do something,” he says. He serves on the Foundation’s Asset Development Committee and has served in the past on the Black Philanthropy Initiative Advisory Committee. He also is on the United Way Campaign Committee. “The Foundation is going to help the community continue to thrive and to grow,” James says. “They’re inclusive of the entire community. They find people from all walks of life. Everybody has a chance to be philanthropic.” “I want to be able to help somebody like I’ve been helped. All of us have benefited from the generosity of others.”
James and Winnie Reaves established the Reaves Family Charitable Trust in 2005, and they are also Legacy Society members. Their non-endowed advised fund focuses on education and supports numerous scholarships at Durham’s Hillside High School and Appalachian State University.
The Pleasants family has a longstanding relationship with the Foundation, including the establishment of a number of charitable remainder trusts, donor-advised funds, field of interest funds, and unrestricted funds. Nancy, Ed, and Ruth (center) are also members of the Foundation’s Legacy Society. Their generous legacy also extends to the next generation, as both of Ed and Nancy’s daughters have established endowed advised funds at the Foundation.
foundation donors
leadership through
generations The Pleasants Family
e
d Pleasants grew up in a family where he saw giving back to the
community modeled for him every day. “This was and still is a very special community,” Ed says. His family’s business began in 1913 as the Townsend Buggy Company on 5th Street. In 1925 it was renamed Pleasants Hardware Company and moved to Trade Street. “Growing up in the late 40s and 50s, this was a hopping place with fast-growing businesses, and the community was interested in the arts. People wanted to make it a better place.” As his mother, Ruth, balanced her volunteerism with her family commitments, her many contributions to the community paved the way for Winston-Salem to be called the “City of the Arts.” It seems only fitting that the Downtown Arts District winds down Trade Street, and the old Pleasants Hardware building now houses Piedmont Craftsmen. A former president and member of the Junior League of Winston-Salem since 1944, Ruth supported the Winston-Salem Symphony and was a found-
ing member of Piedmont Opera. She also helped establish the Winston-Salem Arts Council and served as its president in 1958, a role her son took on later. When Ed returned to lead the family business into its third generation, he felt compelled to contribute to his community as his parents had. He helped found Leadership Winston-Salem, which educates leaders in the community and builds social capital by connecting people who can have an impact by working together. His wife, Nancy, says her experience with Leadership Winston-Salem was part of the reason she chose to run for the Winston-Salem Board of Aldermen, serving for eight years during one of the city’s most economically-challenging times. In Washington, N.C., where she grew up, Nancy’s father had served as chairman of the school board, and she saw how important it is to be involved in her community. She has volunteered in Winston-Salem in many handson roles, including service on the boards of Reynolda House, the University of North Carolina School of the Arts Foundation, and the Downtown Development Corporation. She, like Ruth, also served as president of the Junior League of Winston-Salem. Yet, she credits Ed and his family with expanding her knowledge of the philanthropic aspect of community service. In 2008, she established a community development fund at the Foundation that focuses on leadership development, long-range planning, regional planning, historic preservation, and economic development. The Foundation is a good mechanism through which to direct philanthropic assets, explains Ed, who has served on the Foundation Committee and currently volunteers on the Foundation’s Asset Development Committee. “You have people in the community who want to see the community prosper,” he says.
the winston-salem foundation annual report
g r o wi n g l e a d e r s h i p [ 2 0 – 2 1 ]
student aid program
a dynamic duo Jasmine and Jaelynn Pitt
f
or Wake Forest University senior Jasmine Pitt, the definition of
a good leader is straightforward: “You have to be somebody who’s worth following.” Her sister, Jaelynn, a Wake Forest University sophomore, adds that focus and teamwork are important traits of any leader. Both young women exhibited those characteristics while attending West Forsyth High School in Clemmons. Their parents, Michael and Debra Pitt, taught their daughters to focus on their passions. The sisters learned how important it is to contribute to what you care about because that is how you will be most effective; both have positive memories of their parents’ volunteerism, such as their mother serving as PTA President at Moore Elementary School and their father managing Jaelynn’s soccer team.
[ 2 2 – 2 3 ] g r o wi n g l e a d e r s h i p
the winston-salem foundation annual report
Jasmine was vice president of the Multi-Cultural Society and secretary of the Girl’s Service Club in high school. At Wake Forest, she is on the Varsity Dance Team, and has served as a Girl Scout leader, a student mentor, and an orientation leader for incoming freshmen. She has studied Spanish for several years and spent a semester in Spain participating in a language immersion program while also volunteering at a local elementary school there. Both young women were Crosby Scholars. Jaelynn was junior class secretary at West Forsyth and was a member of the Multi-Cultural Society and the Student Leadership Council. She received a Dean Prim Scholarship from The Winston-Salem Foundation to travel to China, where for a month she attended classes, traveled, and explored. That adventure in a country where she did not speak the language clearly appealed to Jaelynn. “It was the best experience of my life,” she says with an infectious smile. Not one to be intimidated, she learned to communicate despite the language barrier, and she hopes to return some day. She plans to focus on a career that capitalizes on her strength in math. Jasmine admits that she had been introverted, but during high school she actively sought to develop her leadership skills by attending the General Shelton Leadership Center at North Carolina State University. She’s now considering graduate studies in law. “I like working with different groups of people,” Jasmine says. She’s seen there are many opportunities to help those who may not have resources available to them. She recognizes the importance of listening to other people to develop the best approaches to solving problems. Both young women have benefited from scholarships housed at The Winston-Salem Foundation. The Pitt sisters say they appreciate their scholarships to Wake Forest because those resources reduce the financial burden of attending a private university and enable them to focus on their studies. “I knew this is where I wanted to be,” Jaelynn says.
Jasmine Pitt received The Winston-Salem Foundation Scholarship as well as a Kate B. Reynolds Scholarship. Her sister Jaelynn received scholarships from both the William H. and Lena M. Petree Trust and the Dean Prim Scholarship, which also incorporates summer travel to China. In the 2010-2011 school year, the Foundation’s 143 student aid funds provided 522 student awards totaling over a million dollars in scholarships, grants, and low-interest loans. Jasmine (l) and Jaelynn Pitt
In 2009 the Foundation awarded a Community Grant for $42,000 to the Forsyth Technical Community College Foundation to support the establishment of a permanent 4,300-square-foot Analytical Center in the BioNetwork Pharmaceutical Center, located in the Richard H. Dean Biomedical Research Building in downtown Winston-Salem. The Center offers education for students and training for workers of all levels in pharmaceutical and other life sciences industries. Stephen Faircloth (pictured)
community grants
a bright
new future Forsyth Technical Community College and the BioNetwork’s Analytical Training Center
g
randfather Stephen Faircloth borrowed his daughter’s book
bag after she graduated from UNC Greensboro, and all of his grown children helped him with computers and studying algebra and English when he started school at Forsyth Tech to be retrained as a lab technician. “They’re proud of me,” Stephen says. Since he was 16, he had worked full-time at Cone Mills and was a lead technician repairing looms used to make denim. When that machinery was phased out, so was Faircloth’s position. He was 52. “If it’s an industry that’s gone or downsizing, you need to discover something that’s growing, something that’s the future,” Stephen says, and that’s why he turned to Forsyth Tech. “Sometimes if you’re comfortable in a job for many years, it’s easy not to learn new things. These new things will pass you by. I feel like they’re training us for future jobs.” The Analytical Training Center is a component of the Pharmaceutical Center, which is one of seven BioNetwork centers in the state, explains Doug Drabble, Director of BioNetwork and Life Science Initiatives for the North Carolina Community College system. The Center supports training in a variety of disciplines throughout the state, but is centric to Winston-Salem and has been used as a model of success both within the system, and even throughout the country, thanks to the attention given to Forsyth Tech’s biotech program by President Obama. “The Center is a showcase of advanced analytical training,” Drabble says. “It supports all life science programs at Forsyth Tech and draws positive attention to the region. With the Analytical Training Center closely tied to Forsyth Tech, they can boast having access to some of the best equipment in the industry for training their students.” At the Analytical Training Center, Stephen learned about gas chromatography using a sample of Texas Pete hot sauce. “There are lots of things I know now that I had no idea about,” Stephen says.
Now, when Stephen heads to his internship at Wake Forest Baptist Health assisting a doctor who is conducting vascular research, he dons a white lab coat instead of the dark T-shirts and jeans that he wore to work for more than three decades so that machine oil stains wouldn’t ruin his clothing. “It’s a big change,” he says. His wife supported the family when he went back to school, and his evenings were often busy with homework. The biotechnology field is making strides to improve people’s lives in many different ways, he says, and he’s thankful for Forsyth Tech’s role in his new future. An added bonus was that he was able to shake President Obama’s hand when he visited the campus in 2010. When Stephen started at Forsyth Tech, his advisor sat down with him, and Stephen says, “I followed his plan, and here I am. I’ve had some great instructors. I feel like I was lucky to have the opportunity.” And, he says, he’s ready to get back to work.
“Sometimes if you’re comfortable in a job for many years, it’s easy not to learn new things. These new things will pass you by. I feel like they’re training us for future jobs.”
the winston-salem foundation annual report
g r o wi n g l e a d e r s h i p [ 2 4 – 2 5 ]
Grants 2010 SINCE OUR ESTABLISHMENT IN 1919, the Foundation and nonprofit
organizations have been essential partners in making this a healthier place to call home. In 2010, the Foundation awarded more than $18 million in grants, including $2.6 million in Community Grants to local nonprofits. The Foundation’s Student Aid Program provided 522 student awards in the 2010-2011 school year, with more than $890,000 distributed in scholarships and grants and $143,000 in low-interest loans.
Types of Grants COMMUNITY GRANTS from the Foundation’s unrestricted and field
DESIGNATED GRANTS ensure long-term annual support from a fund’s
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 2010 Community Grants is provided on the pages that follow. For information on the Community Grants application process, please refer to the “Grant Seekers” section of the Foundation’s Web site at www.wsfoundation.org.
income for one or more organizations identified by the donor at the time the designated fund is created.
ADVISED GRANTS connect donors with the power of philanthropy
through advised funds and funds that are advised by committees and others. While final grant decisions rest with the Foundation Committee, donors’ preferences are considered carefully in awarding grants from these funds.
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 Student Aid application procedures, go to the “Students” section of www.wsfoundation.org.
Grants The following organizations received funding for Community Grants from the Foundation in 2010. These organizations, listed by
program area, cross geographic, cultural, and racial divides as they serve our community. Grant totals also have been provided by program area for 2010 grants committed from designated and agency endowment funds, and advised funds.
Arts and Culture Organization Name
Grant Amount
PROJECT DESCRIPTION
Fund name(S)
Arts Council of Winston-Salem and Forsyth County
$20,000
to help support landscaping at the new Milton Rhodes Center for the Arts
Anne Hanes Willis Fund
Associated Artists of Winston-Salem
$33,000
to support a marketing and development coordinator
Charles Babcock, Jr. Field of Interest Fund
Ava Gardner Museum
$5,000
for historical markers on the Ava Gardner Heritage Trail
Ava Gardner Fund
Carolina Music Ways
$7,340
to educate students about the region’s music heritage
Samuel A. and Roslyn S. Harris Fund
Downtown Arts District Association
$3,920
to provide an educational enrichment experience for middle school art students
J. C. Tise Fund, Pauline and Norwood Robinson Fund, Walter V. and Martha W. Murray Advised Fund
Piedmont Chamber Singers
$3,000
for a professional marketing consultant to assist with marketing for a second year
Community Arts Fund
Piedmont Opera
$8,819
to hire a development consultant
Samuel A. and Roslyn S. Harris Fund
RiverRun International Film Festival
$30,000
to help support a development professional
Charles Babcock, Jr. Field of Interest Fund
Sawtooth School for Visual Art
$25,000
for a store manager and gallery curator
Charles Babcock, Jr. Field of Interest Fund
University of North Carolina School of the Arts Foundation
$6,000
to support the expansion of the preparatory dance program for a third year
Charles Babcock, Jr. Field of Interest Fund
Winston-Salem Delta Fine Arts
$20,000
to support a development consultant
James and Deborah Millis, Jr. Fund, Charles Babcock, Jr. Field of Interest Fund
Winston-Salem Symphony
$17,500
to support a Web site administrator
James and Deborah Millis, Jr. Fund, Samuel A. and Roslyn S. Harris Fund
Winston-Salem Theatre Alliance
$15,000
to fund a marketing and development consultant and advertising materials for a second year
Martha Albertson Fund, James and Deborah Millis, Jr. Fund, Debra Sizemore Fund, Community Arts Fund
Grants Committed from unrestricted and field of interest funds
$194,579
Grants Committed from Designated and Agency Endowment Funds
$134,539
Grants Committed from Advised Funds
$1,749,274
Total 2010 Grants committed to arts and culture
$2,078,392
religion Grants committed from designated and agency endowment funds
$556,681
Grants committed from advised funds
$2,275,519
Total 2010 Grants committed to religion
$2,832,200
the winston-salem foundation annual report
Grants [26–27]
GRANTS Education and recreation Organization Name
Grant Amount
project description
Fund name(S)
Carter G. Woodson School of Challenge
$30,307
to fund a library media specialist for a second year
Walter V. and Martha W. Murray Advised Fund, Mil and Marsh Naugle Fund, A. F. Clement Trust Fund, Robert A. and Constance C. Emken Education Fund
Crosby Scholars Community Partnership
$8,000
to support a part-time senior advisor
Robert A. and Constance C. Emken Education Fund
The Enrichment Center
$19,875
to help support two artist residencies
Eugene and Iola Daniels Memorial Trust for Mentally Handicapped
Group Homes of Forsyth
$15,000
to support the Adult Daily Living Skills classroom for a second year
Eugene and Iola Daniels Memorial Trust for Mentally Handicapped
Northwest Child Development Centers
$20,000
to implement strategies in the strategic plan
Joseph G. Gordon Fund
Promise Neighborhood Community Collaborative
$25,000
for planning assistance
Katherine W. Otterbourg Fund, Christopher Richard Eagan Fund, J. C. Tise Fund, James and Deborah Millis, Jr. Fund
The Centers for Exceptional Children
$30,000
to support an additional nurse for the children
Claire Lockhart Follin-Mace Fund
The Centers for Exceptional Children
$40,000
to fund a development and donor relations officer for a third year
Claire Lockhart Follin-Mace Fund
Winston-Salem/Forsyth County Schools
$5,000
to fund three eco-friendly learning centers
J. C. Tise Fund
Grants Committed from unrestricted and field of interest funds
$193,182
Grants committed from designated and agency endowment funds
$798,835
Grants committed from advised funds
$2,965,228
Total 2010 Grants committed to education and recreation
$3,957,245
health Organization Name
Grant Amount
Project Description
Fund name(s)
AIDS Care Service
$6,960
to fund HIV medication assistance through collaborative funding with United Way of Forsyth County and Kate B. Reynolds Charitable Trust
Harriet Taylor Flynt Fund
AIDS Care Service
$28,000
to continue a mental health support service for HIV+ individuals for a fourth year
Christopher Richard Eagan Fund, Ralph H. Womble Advised Fund, Mil and Marsh Naugle Fund, Harriet Taylor Flynt Fund
Forsyth Medical Center Foundation
$80,000
to help support costs for 24-hour call center counselors at the Behavioral Health Center
Harriet Taylor Flynt Fund
Horizons Residential Care Center
$50,337
to assist with three property improvements to increase safety
Eugene and Iola Daniels Memorial Trust for Mentally Handicapped
National Multiple Sclerosis Society - Central North Carolina
$4,000
to support case management services
Claire Lockhart Follin-Mace Fund
North Carolina Harm Reduction Coalition
$22,740
to support a multi-dimensional hepatitis project
John W. and Alice Rose Alspaugh Memorial Funds
Positive Wellness Alliance
$12,000
to support the Many Men, Many Voices program
Harriet Taylor Flynt Fund
Positive Wellness Alliance
$8,000
to support the HIV Case Management Program in Forsyth County for a fourth year
Harriet Taylor Flynt Fund
Shepherd’s Center of Greater Winston-Salem
$30,000
for a congregational nurse and health ministry program for a third year
Harriet Taylor Flynt Fund
Grants Committed from unrestricted and field of interest funds
$242,037
Grants committed from designated and agency endowment funds
$790,194
Grants committed from advised funds
$1,232,386
Total 2010 Grants committed to health
$2,264,617
Human services Organization Name
Grant Amount
Project Description
Fund name(s)
Catholic Social Services
$10,745
to support a part-time bilingual counselor for the Host Homes program
Walter V. and Martha W. Murray Advised Fund, Christopher Richard Eagan Fund, Harriet Taylor Flynt Fund
Crisis Control Ministry
$34,000
to fund emergency client assistance through collaborative funding with United Way and Kate B. Reynolds Charitable Trust
Emma Jane Skinner Fund
Family Promise of Forsyth County
$18,000
to support a case management position for a second year
Craven Family Fund, Walter V. and Martha W. Murray Advised Fund, Mary A. Payne Charitable Fund for Human Services, William D. and Jane F. Hobbs Fund, William and Allan Hollan Charitable Fund
Family Services
$17,950
to support a victim screener and victim advocate for Safe on Seven
Edward S. and Barbara T. Beason Advised Fund, FinleyAnderson Fund, Etta Mae Pope Trust, Stokes Ivey and Orpha Marie Leonard Pope Family Trust, Albert L. Butler, Jr. Fund, William D. and Jane F. Hobbs Fund, Fenwick-Rice Fund, James A. Gray Family Fund, Mary A. Payne Charitable Fund for Human Services
Family Services
$2,000
to provide direct assistance to victims of violent crime
Chrissy Gallaher Victim’s Assistance Fund
Family Services
$45,000
for a grant services manager
Walter V. and Martha W. Murray Advised Fund, Bank of America Fund, Marcus Lew Davis Memorial Fund
North Carolina Victim Assistance Network
$7,500
to support the NCVAN training conference
Chrissy Gallaher Victim’s Assistance Fund
Prodigals Community
$24,000
to help support the internship program and the healthy living program
Shepherding Fund, Walter V. and Martha W. Murray Advised Fund, James and Deborah Mills, Jr. Fund, John W. and Alice Rose Alspaugh Memorial Funds, James A. Gray Family Fund
Samaritan Ministries
$10,265
to support the Project Cornerstone transition project
Walter V. and Martha W. Murray Advised Fund, Charles Babcock, Jr. Discretionary Fund
United Way of Forsyth County
$20,000
to fund the director of the Ten-Year Plan to End Chronic Homelessness
Mary A. Payne Charitable Fund for Human Services
Winston-Salem Industries for the Blind
$56,000
to help convert jobs for sighted employees to jobs for individuals with visual impairments
Claire Lockhart Follin-Mace Fund, Edward and Mary Alice Tarulli Fund
Winston-Salem Rescue Mission
$14,000
to assist with providing warm shelter for program participants
Mary A. Payne Charitable Fund for Human Services
YMCA of Northwest North Carolina
$5,868
to purchase a chair lift to provide pool access at the Kernersville Family YMCA for individuals who are disabled
Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped
Grants Committed from unrestricted and field of interest funds
$265,328
Grants committed from designated and agency endowment funds
$390,048
Grants committed from advised funds
$2,001,625
Total 2010 Grants committed to human services
$2,657,001
older adults Organization Name
Grant Amount
Project Description
Fund NAME(S)
Lutheran Services for the Aging
$100,000
to help construct Trinity Glen, a skilled nursing facility in Forsyth County
Salemtowne Continuing Care Retirement Community, Harriet Taylor Flynt Fund
Senior Services
$93,750
to provide nutritious food to homebound older adults through the Meals-on-Wheels program
Otis B. and Genevieve Parrish Fund, Harriet Taylor Flynt Fund, Sturmer Samaritan Fund
Grants Committed from unrestricted and field of interest funds
$193,750
Grants committed from designated and agency endowment funds
$320,940
Grants committed from advised funds
$498,948
Total 2010 Grants committed to older adults
$1,013,638
the winston-salem foundation annual report
Grants [28–29]
GRANTS public interest Organization Name
Grant Amount
Project Description
Fund NAME(S)
CHANGE
$50,000
to support a new fellow position and to expand the office manager position
Donna Germain Rader and Martin H. Rader Fund, Charles Babcock, Jr. Discretionary Fund
The Children’s Home
$30,650
to care for the animals in the barnyard
Edna B. Parkin Georges Animal Fund
Consumer Credit Counseling Service of Forsyth County
$40,000
to support the foreclosure program for a second year
Marian G. and Charles W. DeBell Trust, Kerr and Naomi Pinnix Discretionary Fund
Darryl Hunt Project for Freedom and Justice
$17,000
to support re-entry work with formerly incarcerated individuals for a third year
Charles Babcock, Jr. Discretionary Fund
Darryl Hunt Project for Freedom and Justice
$9,000
for a capacity-building project
The Community Fund
Democracy North Carolina
$2,200
for advocacy workshops and youth civic engagement trainings
Walter V. and Martha W. Murray Advised Fund, Dr. Calvin and Ruth H. Ogburn Trust
ECHO Awards
$5,000
2010 ECHO Awards Designation
Carolina Steel Endowment Fund
ECHO Network
$138,500
to foster enriching, trusting, and long-lasting relationships among diverse people
The Community Fund, Samuel and Elizabeth Rose Fund, Barbara Lasater Hanes Trust
Experiment in Self-Reliance
$100,000
to support the capital campaign
Katherine W. Otterbourg Fund, Margaret W. Parker Fund, D. Elwood Clinard Charitable Trust
Experiment in Self-Reliance
$35,000
to support the Individual Management Program for Advancement, Counseling, and Training (IMPACT)
Craven Family Fund, Walter V. and Martha W. Murray Advised Fund, James and Barbara Corrigan Advised Fund, Warren David Ashburn Fund, D. Elwood Clinard Charitable Trust, Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund
Forgotten Felines of Forsyth
$17,599
to provide spay/neuter services for feral cats
Edna B. Parkin Georges Animal Fund
Forsyth Futures
$75,000
to fund a community collaborative to improve positive outcomes for children, adults, and families
Barbara Lasater Hanes Trust, R. Edward Lasater Endowment Fund, Algine Foy and Julius Dobson Neely Memorial Fund
Garden Club Council of Winston-Salem
$4,000
to build social capital by expanding community gardens in Forsyth County
Drane V. McCall Fund for Winston-Salem Beautiful, Barbara Lasater Hanes Trust
Gateway Environmental Initiative
$50,000
to support the purchase of 19 acres of land in the Southeast Gateway
Charles Babcock, Jr. Discretionary Fund, The Community Fund
HandsOn Northwest North Carolina
$60,000
to support capacity-building for nonprofits and increase volunteerism
Walter V. and Martha W. Murray Advised Fund, Peggy and Ralph Stockton Fund, Isabel McRae Fund
Hispanics in Philanthropy
$50,000
to strengthen Latino-led nonprofit organizations through a third phase of the North Carolina Funders’ Collaborative for Strong Latino Communities
Lillian S. Stultz Fund, James R. Hankins Fund, Robert Edwin Taylor and Margaret Long Taylor Memorial Fund, Howard Gray Endowment
Institute for Dismantling Racism
$25,000
to support a program manager for a third year
Samuel and Elizabeth Rose Fund
Michigan State University College of Law
$30,000
to support the North Carolina Racial Justice Act Study Project
The Community Fund
Neighbors for Better Neighborhoods
$12,500
to support the development of community assets in neighborhoods
Lila Church Bradford Memorial Fund
Neighbors for Better Neighborhoods
$37,500
to support the development of community assets in neighborhoods
Lila Church Bradford Memorial Fund
North Carolina Center for International Understanding
$3,008
to support the Global Leaders Initiative: Sustainable Energy and Green Jobs
J. C. Tise Fund
North Carolina Cooperative Extension Service, Forsyth County
$40,000
to support the community garden resource program
Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara T. Beason Advised Fund, ARC Fund, Charles Babcock, Jr. Discretionary Fund, Frank E. Llewellyn T.B. Fund, Anne Hanes Willis Fund
North Carolina Cooperative Extension Service, Forsyth County
$21,500
to continue funding the restoration of the Arboretum at Tanglewood
Anne Hanes Willis Fund
One Economy Corporation
$25,000
to support the Digital Connectors program
Walter V. and Martha W. Murray Advised Fund, J. Frank and Mary S. Mock Fund, Edna B. Parkin Georges Youth Fund
Rufus Dalton Awards
$7,893
to award the Rufus Dalton Award to three officers who were injured or killed in the line of duty
Sam N. Carter and Pauline H. Carter Fund, Rufus W. Dalton Trust
The Winston-Salem Foundation Award
$10,000
2010 Winston-Salem Foundation Award Designation
The Community Fund
UJIMA Community Development Corporation
$1,000
for board training
Anonymous Trust #2
Wake Forest University Health Sciences
$30,000
to fund an environmental scan of the information ecosystem in Forsyth County
Charles Babcock, Jr. Discretionary Fund
WinstonNet
$45,500
for an information technology project manager
Charles Babcock, Jr. Discretionary Fund
Grants Committed from unrestricted and field of interest funds
$xxx
Public Interest Grants – continued on next page
Public Interest Grants – continued from previous page Organization Name
Grant Amount
Project Description
Fund NAME(S)
Winston-Salem Community Development Support Collaborative
$125,000
to help support a pool of funds for operating costs and technical assistance for mature and emerging CDC’s
Nancy T. Pleasants Community Development Fund, R.J. Reynolds Tobacco Company Fund, The Community Fund
Yadkin Riverkeeper
$33,750
to support a director of operations and programs position
Edward S. and Barbara T. Beason Advised Fund, Charles Babcock, Jr. Discretionary Fund $1,131,600 $xxx
Grants Grants Committed Committed from from unrestricted unrestricted and and field field of of interest interest funds funds Grants committed from designated and agency endowment funds
$103,228
Grants committed from advised funds
$1,341,731
Total 2010 Grants committed to public interest
$2,576,559
youth Organization Name
Grant Amount
Project Description
Fund name(s)
Big Brothers Big Sisters Services
$25,000
to support a case manager position for the Teen Mother Program for a second year
J. Frank and Mary S. Mock Fund, Mary Neil Henderson Rice Fund, Edna B. Parkin Georges Youth Fund, J. C. Tise Fund, John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust
Carolina Tide Basketball
$500
to fund registration fees for youth who cannot afford to participate
Youth Activities Fund
The Children’s Home
$150,000
to support the capital campaign
Marieanne and Jerry Long Advised Fund, Christopher Richard Eagan Fund, Richard and Wendel Stockton Fund, Pauline and Norwood Robinson Fund, Mil and Marsh Naugle Fund, Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara T. Beason Advised Fund, Mary Kay Tucker Advised Fund, Ann and Clay Ring Fund, John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust, Harriet Taylor Flynt Fund
Children’s Law Center of Central North Carolina
$20,000
to fund a part-time development professional
John A. and Marguerite B. Taylor Fund, Craven Family Fund
Children’s Museum of Winston-Salem
$45,000
to help support a development and marketing position
Thomas H. Davis Advised Trust, Camp Robert Vaughn Fund, Spencer and Nell Waggoner Charitable Fund-Unrestricted, Jessica T. Fogle Fund
Cub Scout Pack 801
$1,000
for start-up expenses for the pack
Youth Activities Fund
Goodwill Industries of Northwest North Carolina
$52,800
to support a youth intervention manager
Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara T. Beason Advised Fund, Mae W. Hubbard Trust, Louis and Gretchen Klaff Trust, Nancy R. Baity Trust, J. Frank and Mary S. Mock Fund, Charles Babcock, Jr. Discretionary Fund
Greater Faith Empowerment Church
$200
to support youth enrichment activities
Youth Activities Fund
Kappa League of Winston-Salem
$1,000
to fund a historical enrichment experience for young men
Youth Activities Fund
Keep Winston-Salem Beautiful
$2,000
to support a graffiti and gang prevention program
John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust
Louise Smith Summer Adventure Camp
$5,000
for support of a summer enrichment program
Allan M. Hutcherson Fund
Next Level Youth Enrichment Program
$800
to support the youth enrichment program
Youth Activities Fund
South Fork Panthers
$300
to fund registration fees for youth who cannot afford to participate
Youth Activities Fund
Winston-Salem Indians
$500
to fund registration fees for youth who cannot afford to participate
Youth Activities Fund
Winston-Salem Jaycees
$500
to support Forsyth County youth to attend the 2010 HOBY program
Youth Activities Fund
Winston-Salem Mavericks Youth Basketball
$300
to fund registration fees for youth who cannot afford to participate
Youth Activities Fund
Winston-Salem Tiny Vikings
$500
to fund registration fees for youth who cannot afford to participate
Youth Activities Fund
YMCA of Northwest North Carolina
$5,700
to support the Y Sail program for a third year
Sandehill Recreation Fund, Edna B. Parkin Georges Youth Fund
YMCA of Northwest North Carolina
$15,000
for the Ledges afterschool program for a second year
A. F. Clement Trust Fund
Youth In Transition Task Force
$3,000
to support the Youth In Transition Task Force
Edna B. Parkin Georges Youth Fund
YWCA of Winston-Salem/Forsyth County
$47,000
to support a development professional
Bess Gray Plumly Fund, Louise and Sam Adams Community Fund
Grants Committed from unrestricted and field of interest funds
$376,100
Grants committed from designated and agency endowment funds
$194,784
Grants committed from advised funds
$280,819
Total 2010 Grants committed to youth
$851,703
the winston-salem foundation annual report
Grants [30–31]
FUNDS and donors committed donors have invested generously in the current and future health of our community. These charitable individuals, families, and organizations constitute the more than 1,300 charitable funds currently administered by the Foundation that are supporting many causes and enriching the lives of our neighbors in all life stages — from youth to older adults. Since the Foundation’s establishment in 1919,
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 Community Grants such as those profiled and listed earlier in this report. Community Grants, to programs as varied as The Shepherd’s Center’s Congregational Nursing Program and the BioNetwork’s Analytical Training Center, will continue to 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 integral programs over time. The Foundation also 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 many 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 giving.
their academic goals. Donors may establish funds to support students
Income from these funds will be used to meet changing funding oppor-
from a particular high school, church, or county, or those who attend
tunities in our community over time through Community Grants.
a specific college or university.
FIELD OF INTEREST FUNDS give donors the opportunity to provide
real estate funds are properties designated for a charitable use
Community Grantmaking support within a broad area of interest
and titled in the Foundation’s name. The Foundation has continuing
(e.g., human services, health, arts and culture, etc.)
oversight of the use and care of the property as well as responsibility for disposition should the designated use become impractical or undesirable.
DONOR-ADVISED FUNDS enable up to two family generations of
donors or outside committees to make charitable grant recommenda-
non-endowed Funds:
tions. Foundation staff can assist donors with background information
NON-ENDOWED ADVISED FUNDS offer donors a simple and efficient
on charities or help identify pressing community needs. These funds
process in which to fulfill their annual charitable giving goals.
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 and individuals for DESIGNATED FUNDS are established by donors who wish to provide
charitable projects.
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
AGENCY FUNDS are established by charitable organizations. The orga-
sure that the fund you establish meets your charitable giving goals.
nization benefits from the Foundation’s professional investment manage-
Please contact us at www.wsfoundation.org or call us at (336) 725-2382
ment administration, allowing the agency’s staff and board to focus on
for more information.
providing necessary services to its constituents.
the winston-salem foundation annual report
funds and donors [32–33]
Endowed funds
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 Community Grants. FIELD OF INTEREST FUNDS give donors the opportunity to provide Community Grantmaking support within a broad interest area (e.g., human services, health, arts and culture, etc.). new funds in 2010
purpose
Clifton E. and Ruth Brewer Beck Memorial Fund
Established through the estates of Clifton and Ruth Beck
George and Edna Blanton Fund
Established with the remainder of the George and Edna Blanton Charitable Annuity Trust
Blount Fund
Established by Frederick A. Blount, MD to support programs for high-risk youth and single teen parents
Richard and Becky Davis Fund for Education
Established by Richard N. Davis with a grant from the Kate B. Reynolds Charitable Trust to honor his board service
Louis and Gretchen Klaff Trust
Established by bequest from Louis and Gretchen Klaff to support at-risk children
Edna Motsinger Wooten Fund
Established by bequest for unrestricted purposes
FUND
year endowed
purpose
Louise and Sam Adams Community Fund
2005
Established through a remainder trust to support the charitable needs of the community
Lena Albright Memorial Fund
1979
Established by family and friends for organizations that provide comfort and benefit to those suffering from cancer, especially leukemia
R. Worth Allen and Atha J. Allen Fund
2005
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
Anonymous Trust #2
1999
Established by an anonymous donor as an unrestricted fund
Richard E. Ashburn Trust
2002
Established by bequest as an unrestricted fund
Warren David Ashburn Fund
1968
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
1950
Established for grants and loans to cultural and arts groups in the community
Nancy R. Baity Trust
2000
Established in memory of her husband Ira W. Baity, Jr. to support programs for disadvantaged children and youth
William P. and Katharine T. Baldridge Endowment
2006
Established as an unrestricted fund
Bank of America Fund
1995
Established as an unrestricted fund in honor of the Foundation’s 75th Anniversary
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
1997
Established by the Kate B. Reynolds Charitable Trust in memory of Mr. Butler to support the poor and needy
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund – Unrestricted
2000
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 Unrestricted and Field of Interest Funds – continued on next page
Unrestricted and Field of Interest Funds – continued from previous page FUND
year endowed
purpose
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 Mentally Handicapped
1998
Established by the estate of Bobby A. Daniels to benefit mentally handicapped people of Winston-Salem and Forsyth County
Marcus Lew Davis Memorial Fund
2004
Established as an unrestricted fund by Mr. G. Franklin Davis in memory of his son
Thomas H. Davis Advised Trust
1992
Established with special emphasis on programs for youth
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
Established as a field of interest fund to support arts and culture
Emergency Loan Fund of Northwest N.C.
1983
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
Fenwick-Rice 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 for the benefit of physically disabled individuals in North Carolina
Louise Futrell Fund
1991
Established by bequest as an unrestricted fund
Chrissy Gallaher Victim’s Assistance Fund
1992
Established in honor of Chrissy Gallaher by family and friends to support victims of violent crimes
Ava Gardner Fund
2005
Established by the Ava Gardner Trust for community grantmaking
Edna B. Parkin Georges Animal Fund
1996
Established by bequest 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
Vergil and Vicki Gough Fund
2008
Established as an unrestricted fund.
Howard Gray Endowment
1987
Established as an unrestricted fund
James A. Gray Family Fund
1989
Established as an advised fund, then converted to an unrestricted fund at Mr. Gray’s death
William N. Hailey Fund
2004
Established with the remainder interest from the William N. Hailey CRT
Bill and Helene Halverson Fund
2006
Established as an unrestricted fund from a bequest by John W. Halverson
Barbara Lasater Hanes Trust
1988
Established as an unrestricted fund
Mr. and Mrs. F. Borden Hanes, Jr. Trust
1998
Established by Mr. and Mrs. F. Borden Hanes, Jr. 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 D. and Jane F. Hobbs Fund
2008
Established by charitable bequest to support the poor and needy of the community
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 Unrestricted and Field of Interest Funds – continued on next page
the winston-salem foundation annual report
funds and donors [34–35]
Endowed funds
Unrestricted and Field of Interest Funds – continued from previous page FUND
year endowed
purpose
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
Frank E. Llewellyn T.B. Fund
1970
Established by bequest by Elizabeth P. Llewellyn for general health purposes with preference for tuberculosis-related grants
Elsie Ann Long Memorial Fund
1995
Established through an estate gift for programs and activities benefiting needy persons living in the Appalachian region
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
Established by Jane and Tony Masich as an unrestricted fund
Drane V. McCall Fund for Winston-Salem Beautiful
2008
Established by Dr. Bill McCall in honor of his wife, Drane V. McCall
John Alexander McClung, DDS-FACD Trust
1994
Established by Mary Louise Gray in memory of her father to support Christian-related programs or organizations in the local community
Isabel McRae Fund
1981
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 charitable remainder trust for the benefit of 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
Mary A. Payne Charitable Fund for Human Services
2009
Established by the Mary Ann Payne Revocable Charitable Trust to benefit human services
Thomas R. and Georgia L. Pepper Family Fund
1997
Established by Dr. Francis D. Pepper in memory of his grandparents as an unrestricted fund
Pfafftown Jaycees Community Fund
2005
Established by the Pfafftown Jaycees
Kerr and Naomi Pinnix Discretionary Fund
2006
Established by a testamentary trust created by Naomi Ingram Pinnix to provide financial counseling and advice
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 Marie 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
Established as a part of the company’s 100th anniversary celebration
Mary Neil Henderson Rice Fund
1998
Established by Thomas B. Rice, III in memory of his mother as an unrestricted fund
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
2004
Established by beneficiary designation of the Sarah S. Ruffin IRA
Kenard Eugene Sales Memorial Fund
2001
Established in memory of Kenard E. Sales by family and friends to support programs benefiting disadvantaged youth
Sandehill Recreation Fund
1986
Established to promote competitive swimming and water sports in Forsyth County Unrestricted and Field of Interest Funds – continued on next page
Unrestricted and Field of Interest Funds – continued from previous page FUND
year endowed
purpose
Louis and Jane Shaffner Fund
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 service organizations
Peggy and Ralph Stockton Fund
1995
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
Sturmer Samaritan Fund
1997
Established by Martha M. Sturmer in honor of her in-laws, Charles A. and Ernestine Hill 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 remainder of a charitable 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
Established by bequest to support general educational purposes with an emphasis on programs providing enrichment and outreach
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 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
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
Bobby Ray Wilson Human Fund
1996
Established to benefit incarcerated persons in Forsyth County
Nancy H. Wilson Fund
2009
Established by bequest for unrestricted purposes
Winston-Salem Foundation Staff Endowment
2002
Established by B. Thomas Lawson in honor of his former Winston-Salem Foundation colleagues
Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped
1984
Established to provide recreational opportunities for the handicapped
the winston-salem foundation annual report
funds and donors [36–37]
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. year endowed
FUND
Andrew Beattie Endowment
Christopher David Budd Fund
1996
Christopher Richard Eagan Fund
Douglas and Marilyn Cardwell Fund
Joseph R. Budd Family Trust
1997
EHI Fund
2004
Chapman Family Fund
Nathan, Jordan, and Nicholas Budd Fund
1998
Lynn and Barry Eisenberg Endowed Fund
1998
Gaddy Educator Fund
Richard P. and Sylvia S. Budd Fund
1983
Elkin Community Trust
1993
Annie Bennett Glenn Fund
Burr Family Trust
2006
C. B. Eller Education Fund
1987
Madlon and Kirk Glenn Family Fund
John W. Burress Advised Fund
2008
Grace H. Emken Fund
1993
Molly Millis Hedgecock Fund
Cardwell-Archer Charitable Fund
2001
Ann and John Faris Community Fund
2008
Emily Millis Hiatt Fund
Mary J. and Kenneth P. Carlson Advised Fund
2000
John H. Felts, M.D. Fund
2000
Morgan Family Charitable Trust
Carr Family Advised Fund
2006
Finley-Anderson Fund
1994
Frances and Steve Porter Family Fund
Sam N. Carter and Pauline H. Carter Fund
2000
Firetree Fund
2008
Roaring Gap Fund Endowment
Cawood Charitable Fund
1993
Robert and Carol Ford Charitable Trust
1996
Jonathan Mark Spaugh Memorial Charitable Fund
Lee Chadwell Fund
2002
James A. and Elizabeth K. Fyock Trust
1999
William A. and Eleanor W. Starbuck Advised Fund
Chuck and Bobbie Chambers Advised Trust
1992
Dr. Kenneth R. Gallup, Jr. Family Charitable Fund
1996
William A. and Eleanor W. Starbuck Charitable Fund
Charley Fund I
2007
Thad W., Mildred B. and Kathryn W. Garner Trust
1998
Maytrice Walton Fund
Charley Fund II
2007
Genesis Fund
2007
Lucy Hanes Chatham Fund
1949
Glade Valley School Fund
1988
Lucy Hanes Chatham Library Fund
1951
1991
1972
Alice O’Kelley Goodson and William A. Goodson, Jr. Family Trust
Lynn and Jeff Young Charitable Fund FUND
year endowed
year endowed
FUND
new funds in 2010
2002
William T. and Sylvia F. Alderson Fund
1997
Richard T. Chatham Fund
Celeste Tucker Alspaugh Memorial Trust
1964
Thomas Lenoir and Anna Hanes Chatham Fund
1998
William A. and Georgia H. Goodson Fund
1968
Robert G. Auchincloss Fund
2000
Gerald and Lee Ann Chrisco Family Trust
1998
Louis and Marcia Gottlieb Family Fund
1996
Philip S. Auchincloss Fund
2000
Robert Clark Family Fund
1997
Grace Court Trust
1996
2004
Phillip M. Clifton, M.D. Memorial Fund for Children
2003
Margaret N. Graham Art Fund
1942
Bartlett and Wyatt Bassett Fund
2004
Brenda Kulynych Cline Fund
1998
Bernard and Anne Howell Gray Advised Fund for the Community
1998
Marshall B Bass Children’s Fund Endowment Ted and Charlotte Blount Fund
1997
Clover Street Fund
2003
Karla Bolen Memorial Fund
2003
Ron and Jeff Coppage Cancer Fund
1999
Eleanor and Sam Booke, Jr. Fund
1998
A. Robert Cordell Family Trust
1998
Elizabeth E. and Henry M. Booke Trust
1994
Joan R. and David L. Cotterill Advised Trust
1994
Sam and Anne Booke Family Trust
1989
CP3 Charitable Foundation
2006
Julian R. and Mary P. Bossong Fund
1998
Credence Fund
1997
Skip and Beth Boswell Trust
2007
Bill and Betty Gray Davis Fund
2000
Braswell Family Charitable Fund
1995
John and Terrie Davis Family Fund
1999
Herbert and Ann Brenner Fund
1993
DeForest Family Fund
2003
Mike and Wendy Brenner Trust
2002
Ashley Holland Dozier Charitable Fund
1998
Paul and Judy Moore Briggs Family Fund
2000
Driscoll Family Fund
1997
Royall and Alice Brown Advised Trust
1993
Joseph B. and Mary M. Dudley Advised Fund
1997
Royall R. Brown, Jr. Advised Trust
1992
Nancy W. Dunn Trust for Spiritual Development
1995
Budd Group Foundation
2001
Mignon Durham Charitable Fund
1997
Green Angel Fund
1997
J.T. Greene, Jr. Charitable Trust
1995
Emily Grousbeck Fund
1988
Hanes Family Downtown Fund
2003
R. Philip and Charlotte M. Hanes Community Trust
1988
Harrison Family Fund
2001
Sam and Kathryn Hauser Fund
2005
Thomasine Herring Hayes Fund
2009
Hege Trust
1997
L. Stephen Hendrix Fund
2001
Bill and Leslie Hollan Fund
1994
Judith Hoots Family Fund
2005
B.F. Huntley and Josephine Huntley Trust
1997
Donor-Advised Funds – continued on next page
Donor-Advised Funds – continued from previous page FUND
year endowed
FUND
year endowed
David A. and Roberta W. Irvin Fund
2000
Harry O. and Margaret W. Parker Family Trust
2006
Janeway Family Fund
1996
Nathan E. and Lisa J. Parrish Advised Fund
2007
W.T. and Mary Cobb Jenkins Family Fund
2005
Eugene and Ann Paschold Fund
1996
Bill Johnson Trust to Benefit Stokes County
1999
Bob Pate Memorial Fund
1987
Florinda C. Johnson Charitable Fund
2005
Pauline Davis Perry Fund
Garland Johnson Fund for the Benefit of Elkin Public Library
2001
L. Gordon, Jr. and June D. Pfefferkorn Trust
J. Michael Johnston Memorial Fund
1996
L. Gordon, Jr. and June D. Pfefferkorn Trust-2
Jones Family Fund
2006
FUND
year endowed
Thompson/Rotary Club of Winston-Salem Educational Fund
1950
Thornton Family Fund
2001
Tuttle Family Charitable Fund
2005
1996
Harry and Nancy Underwood Advised Trust
1994
1993
Margaret M. Urquhart Advised Fund
2001
1999
Carolyn H. Vaughn Fund
1997 1992
Piedmont Federal Fund
1993
Wake Forest Baptist Church Fund
Ruth M. and Clifton E. Pleasants Trust
1990
Wall Family Trust
2002
Michael J. Pollak Trust
1995
Ward Family Advised Trust
1995
Julia Davis Pollard Memorial Fund
1969
Sharon L. Washington-McBryde Memorial Fund
2005
Ashburn Wright Wall Pollock Charitable Trust
1994
Jean and Phil Waugh Family Trust
2001
Christopher and Lucinda Kellam Jones Fund
1997
Thad and Catherine Jones Charitable Fund
1996
Leon and Renee Kaplan Fund
1999
Dale and Mary King Fund
2004
Billy D. and Deborah Prim Donor Advised Fund
2004
Edward Kent Welch Memorial Fund
2005
L. Andrew Koman and Leigh E. Koman Fund
1999
Gladys Cain Pulliam and Grady R. Pulliam, Jr. Fund
2007
A.T. Williams Oil Company Fund
1988
Thomas J. and Lynne Koontz Charitable Trust
1996
Purcell Family Fund
2006
A. Tab Williams, Jr. Crime Prevention Fund
1996
A. Thad and Margaret W. Lewallen Advised Trust
1994
Realty-Analytix Triad Stewardship Fund
2009
A. Tab Williams, Jr. Public Education Fund
1996
A.J. Linville Memorial Fund
2006
David and Deborah Rice Fund
1995
Catherine R. Williams Family Fund
2003
Lowy Family Fund
1997
T. Wayne Robertson Memorial Fund
1998
John W. and Donna H. Willingham Advised Fund
2006
Lydia Phillips McCabe Advised Fund
1997
Roslyn Trust
2000
Diana Dyer Wilson Endowment Fund
1971
McGowen Charitable Fund
1996
1983
1996
2000
Jane Butler and J.D. Wilson Family Trust
McGuirt Family Fund
Rubin Family Fund
2000
2006
1996
Tom and Kathy Rucker Charitable Trust
Paula Wimmer Memorial Fund
J. Frank and Laura Turnage McNair Charitable Trust
1996
1993
2004
William and Kim Means Charitable Fund
Guy and Liz Rudisill Fund
Ann King Windham Fund
1999
1994
2007
Winston-Salem Dash Baseball Community Trust
Medlin Charitable Fund
Benjamin and Avon Ruffin Family Fund
2007
1996
Winston-Salem/Forsyth County Economic Development Fund
1985
John and Kelly Merritt Family Charitable Fund
Jack and Betty Runnion Fund
Henry S. and Martha S. Miller Advised Fund
2005
James and Deborah Millis, Jr. Fund
2009
Dr. John H. and Elizabeth B. Monroe Fund
2002
Elsie L. Morris Fund
1999
Gene and Margaret Motsinger Family Fund
2006
Michael Andrew Nachman Fund
1995
Mil and Marsh Naugle Fund
1999
Neal Family Fund
2001
Lucian and Robie Neal Fund
2002
Stephen L. Neal Advised Fund
1997
T. David Neill Family Fund
1998
O’Brien Family Fund
2005
Sam C. Ogburn, Sr. and Mary Ceile F. Ogburn Fund
2007
Orr Family Charitable Trust
1999
Katherine W. Otterbourg Fund
2003
C.T. Overby Youth Golf Fund
2006
Marlene and Craven Page Trust
1997
Dwight E. and Annie E. Pardue Advised Fund
2004
Pearl and Ray Sams Family Trust
2000
Phoebe B. and William M. Satterwhite, Jr. Fund
2005
Winston-Salem/Forsyth County Excellence in Education Fund
1982
Daniel and Linda Sayers Charitable Fund
1996
Winston-Salem Police Benefit Fund
1980
Margaret Scales and Graydon Pleasants Endowment
2007
2005
Andrew J. and Ellen N. Schindler Advised Fund
2004
Winston-Salem Regional Association of REALTORS Charitable Fund
Adrian R. and Robert D. Shore Trust
1999 2004
Winston-Salem Twin City Host Lions Club Endowment Fund
1999
SKM Charitable Fund Katie Sleap Memorial Fund
2005
Wolfe Family Fund
2000
Zach Smith Fund
2009
F. Conard and Jean Snyder Fund
2005
Morris and Lillian Sosnik Memorial Fund
Woman’s Club of Winston-Salem
1935
Women’s Fund Endowment
2007
1987
Women’s Fund – Grants
2007
Rufus T. Stedman Memorial Fund
1931
Rick and Lyn Worf Fund
1998
Emily P. and Scott F. Sternberg Family Fund
1998
Elizabeth L. Wyeth Fund
1998
Nealie Belk Stevens Fund
1962
Bryan D. and JoAnn M. Yates Fund
2008
Richard and Wendel Stockton Fund
1997
Yasser and Georgia Youssef Family Trust
2008
Janice Kulynych Story Fund
1998
Youth Philanthropy Initiative
2004
Charles V. Taft Family Charitable Trust
1995
Blanche Raper Zimmerman Fund
1986
John A. and Marguerite B. Taylor Fund
1986
the winston-salem foundation annual report
funds and donors [38–39]
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. Charitable organizations can establish AGENCY FUNDS to benefit from the Foundation’s professional investment management administration, thus allowing their staff and board to focus on providing necessary services to its constituents. new funds in 2010
purpose
Bill and Hallie Beckerdite Trust Fund
Established by the estate of Bill Olin Beckerdite to support Ardmore United Methodist Church
The Centers for Exceptional Children Endowment
Established by the Centers for Exceptional Children to support the mission of the Center
Forsyth County Dental Society Endowment
Established by the Forsyth County Dental Society to benefit Forsyth Technical Community College
Thomas K. Hearn, Jr.-Leadership Winston-Salem Scholarship
Established as an agency endowment to provide scholarships for participants in the Agency’s programs
Henderson Endowment for Galloway Memorial Episcopal Church
Established as an agency endowment by charitable bequest to support capital expenditure needs of the church
Louis and Gretchen Klaff Trust-Designated
Established by bequest from Louis and Gretchen Klaff to support various charities
Peace Haven Baptist Church of Winston-Salem Endowment
Established by the church as an agency endowment
Penland Endowment for Art Education
Established by Penland School of Crafts to provide financial assistance for art educators
Jimmy Roddick Fund
Established with the remainder of a charitable trust to benefit three designated charities
Dorothy E. Wolf Charitable Fund
Established by bequest to support the Salvation Army of Winston-Salem and the San Francisco SPCA
Jane Gilbert Womble Fund
Established with the remainder of the Jane Gilbert Womble Charitable Remainder Trust to support St. Leo the Great Catholic Church
William F. and Jane Gilbert Womble Fund for Arbor Acres
Established by William F. and Jane Gilbert Womble to support Arbor Acres
William F. and Jane Gilbert Womble Fund for Senior Services
Established with the remainder of the Jane Gilbert Womble Charitable Remainder Trust to support Senior Services
FUND
year endowed
Louise and Sam Adams Designated Fund
2005
Joyce Adger Endowment for Bethesda Center
2009
Emily Allen Wildflower Preserve Protection and Management Endowment
2001
John Wesley Alspaugh and Celeste T. Alspaugh Memorial Trust
1964
American Red Cross (Northwest NC Chapter) Endowment Fund
1997
Amos Cottage – Harry O. Parker Wing Fund
2004
Arts Council Endowment Fund
1957
Arts for Life Endowment
2008
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
Marshall B Bass Fund for Senior Services
2008
Marshall B and Celestine P. Bass Endowment for St. Anne’s Episcopal Church
2008
Nathalie L. Bernard Fund
1963
Big Brothers Big Sisters Services, Inc. Endowment Mary Leight Booe Fund
FUND
year endowed
Daniel and Jo Ann Boucher Industries for the Blind Endowment
2004
Gertrude and Morris Brenner Fund
1993
Hal Brownfield Endowment
2007
Nick Bunce Friendship Fund
2002
Bryon Tyler Burdick Memorial Fund
1989
Bess Lee Burke Memorial Fund
2003
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund – Designated
2000
Calvary Baptist Church Fund
1998
Camp Civitan Fund
1986
Camp Dogwood Endowment Fund Dorothy M. Carpenter Fund
FUND
year endowed
Crisis Control Ministry, Inc. Endowment Fund
1987
Crosby Endowment Fund
1987
Crosby Scholars Endowment Fund
2008
Cundiff Memorial Trust of AIDS Care Service
2002
Bunny and Bill Davis Highland Scouting Fund
2000
Enrichment Center Endowment
2006
Alex C. Ewing North Carolina School of the Arts Campus Fund
1999
Forsyth Jail and Prison Ministries Endowment
2002
Friendship Force of Central North Carolina Fund
1987
Guy R. and Florence M. Fulp Charitable Trust
2000
1995
Galloway Memorial Episcopal Church Endowment
2009
2008
Germanton United Methodist Church Fund
2005
Carr Family Fund – Designated
2006
J. Kirk Glenn Jr. Endowment for Crisis Control Ministry
2008
Centenary United Methodist Church Sunday School Fund
1927
Goodwill Industries of NW NC, Inc. Endowment
1997
Perry B. Clark Memorial Fund of Leadership Winston-Salem
1987
1998
Joel and Blanche Clingman Charitable Trust
2009
William & Maggie Gordon Memorial Fund for Haw Pond Church of Christ
Community Care Center for Forsyth County, Inc. Endowment
2007
Bowman and Gordon Gray Trust
1970
Bowman Gray Trust – Bowman Gray School of Medicine
1970
Community Marrow Donor Program-Forsyth County Area Endowment
2000
Gordon Gray Trust – Bowman Gray School of Medicine
1982
James A. Gray Endowment
1946
Nottie Riddle Cook Fund
1986
James A. Gray Foreign Mission Fund
1948
Ray and Jackie Cope Scholarship Fund
2005
1996
Group Homes of Forsyth, Inc. Endowment
1993
Planned Parenthood Dewitt Cordell Education Endowment
1987
1989
1999
Crimestoppers Endowment Fund
1992
Habitat for Humanity of Forsyth County Endowment Fund-II
Designated and Agency Funds – continued on next page
Designated and Agency Funds – continued from previous page FUND
year endowed
FUND
year endowed
FUND
year endowed
Mr. and Mrs. F. Borden Hanes, Jr. Designated Trust
1998
Old Hickory Council/Camp Raven Knob Endowment
1989
Siloam Baptist Church Endowment Fund
1997
Gordon Hanes Memorial Endowment for Crisis Control Ministry
1995
Old Hickory Council Endowment Fund
1997
Paul and Sara Sinal Fund
1997
Jacob F. Hanes Fund for The Children’s Home
1935
Harry O. and Margaret W. Parker Ophthalmology Research Fund
2004
Frances Horne Smith and Howard H. Smith Memorial Fund
1968
Jacob F. Hanes Fund for Superannuated Methodist Ministers
1935
Margaret W. Parker Fund for Amos Cottage – Discretionary
2004
Gilbert W. and Gail S. Spencer Fund
2008
Joan H. Hanes Fund
1983
Margaret W. Parker Fund for Amos Cottage – Operations
2004
Sprinkle Mission Fund
1982
Lewis Lee and Suzanne Ellis Hawley Memorial Fund
2008
1998
1931
Charles E. and Pauline L. Hayworth Fund
1994
Margaret W. Parker – Ronald McDonald House of Winston-Salem Endowment Fund
Lucy L. Stedman Memorial Fund Ruth Stevenson Stewardship Endowment
2004
Ada Hill and Jesse Davis Powers Fund
2005
Otis B. and Genevieve W. Parrish Endowment Fund II
1992
Ralph and Peggy Stockton Arbor Acres Fund
2006
Mary Hill Habitat for Humanity Fund
1996
Mary A. Payne Charitable Fund
2009
Sturmer Spay and Neuter Fund
1993
William D. & Jane F. Hobbs Rector’s Discretionary Fund of St. Paul’s Episcopal Church
2008
Lucy Paynter Fund
2005
Summit School Endowment Fund
1959
Fred Taylor Peden Trust of St. Paul’s Wilkesboro
2001
Robert E. Taylor Memorial Fund
1995
James E., Jr. and Betty Jones Holmes Fund
1999
Penland School of Crafts Fund
1983
William Mills and Margaret Parks Taylor Fund
2007
Lawrence Byerly Holt, MD Memorial Fund
1988
Francis D. and Fannie Byrd Smith Pepper, Sr. Fund
1997
Tower Fund
2008
Francis D. and Phyllis Canup Pepper, Jr. Fund
1997
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
Raymond B. Hooker, Jr. Fund – Designated
2000
Hope Harbor Fund
1989
Louise A. Peterson Trust
2002
Hope Trust of Crisis Control Ministry
1995
Pfafftown Jaycees Designated Fund
2005
Judith and Marbry Hopkins Endowment
1996
Piedmont Opera Endowment Fund
Louise S. Hunter Fund
2004
Kerr and Naomi Pinnix Designated Fund
1987 2006
Institute for Dismantling Racism Endowment
2009
Orpha Marie Leonard Pope Fund
1986
Viola and Dwight Jackson Memorial Fund
1999
Richard and Barbara Pope Trust
1998
Ella Mae Johnson Fund
1994
Larriston Hill Powers Memorial Fund
2005
Johnson Family Cemetery Trust Fund
1999 2005
Preservation North Carolina – Winston-Salem Regional Office Endowment
1997
Jimmy Johnson Memorial Fund June Porter Johnson Fund for Salem Academy and College
2006
Kenneth O. Raschke Literacy Initiative Trust
1996
Trey Jones Philmont Scholarship Fund
2007
Mary Neil Henderson Rice Designated Fund
1998
Stephen G. Richey Memorial Fund
Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center
2006
Jane R. Kennedy Endowment Fund
1989
Petro Kulynych/Blue Ridge Parkway Foundation Endowment
2003
John W. Landingham Fund
2009
1985
Peggy Bowen Leight Fund
2001
Ronald McDonald House of Winston-Salem, Inc. Endowment Fund
Maintenance Trust for Lewisville United Methodist Church
1998
Lorraine Flynt Rudolph Endowment Fund
1996
St. Paul’s Episcopal Church Endowment
Lloyd Presbyterian Church Fund
2001
St. Paul’s Episcopal Church Mission Fund
1950
Regina Derwin Lofland Fund
2009
St. Paul’s Wilkesboro Endowment Fund
2001
Love’s UMC Capital Needs Fund
2008
St. Philip’s Episcopal Church Fund
1953
Love’s United Methodist Church Memorial Fund
2008
St. Stephens Episcopal Church Endowment
1997
Jennifer Lowy-Dock Fund
1997
Samaritan Ministries Endowment Fund
2001
Lowy Fund – Shepherd’s Center
2000
Sawtooth Center for Visual Art Endowment
1996
Jerome Madans Assistance Fund
1994
Sawtooth Center for Visual Art Scholarship Fund
1996
Anne and Bill Magness Meals-on-Wheels Fund
2008
1997
G.L. Millsaps Memorial Trust
2000
Second Harvest Food Bank of Northwest North Carolina Fund
J. William Moir Charitable Trust
2006
Senior Services, Inc. Endowment
Montague Scholarship Medal Fund
1939
R.Y. and Eileen Sharpe Fund James Reynolds Sheffield, Sr. and Jr. Trust
1995
Junior League of Winston-Salem Endowment Fund
Little Theatre Endowment Fund
United Way Joel A. Weston, Jr. Memorial Endowment
1988
Forrest and Gene Vogler Arts Endowment
2008
H. and E. Vogler Fund
1978
Voluntary Action Center Training Endowment Fund
1986
Spencer and Nell Waggoner Charitable Fund-Designated
2005
John and Pauline Hoots Waller Trust
1999
1998
Ina B. Watson Trust
2000
1986
Wilkes Library Endowment
2001
Wood Richmond Memorial Fund
1960
Wilkes Playmakers Inc. Endowment
2007
Golding H. Riddle Fund
1953
Mr. and Mrs. A. Tab Williams, Jr. Fund
1998
Golding H. Riddle St. Paul’s Episcopal Church Fund
2001
A.T. Williams, Jr. Family Fund for St. Paul’s Episcopal Church
1993
Right Turns for Youth Endowment
2003
A. Tab Williams, Jr. Fund for the Salvation Army of Winston-Salem
1996
A. Tab Williams, Jr. St. Paul’s Building Fund
2007
2004
LuTelle Sherrill Williams Fund
1986
1946
Willow and Woody Memorial Trust for Riverwood Therapeutic Riding Center
2001
Diana Dyer Wilson Organ Maintenance Fund
1993
Winston-Salem Civitan Fund
2009
Winston-Salem Delta Fine Arts, Inc. Endowment Fund
1995
Winston-Salem National Little League Endowment
2000
Winston-Salem Piedmont Triad Symphony Heritage Fund
1999
Winston-Salem Symphony Chair Endowment Fund
1971
Wolfe Family Charitable Fund
1996
Wolfe-Steele Young Life Trust
1996
1994
World Law Fund
1994
1983
Bland and Ada Worley/Blue Ridge Parkway Foundation Trust
1999
Chris Yarborough Memorial Sawtooth Center Library Trust
1998
YMCA of Greater Winston-Salem Heritage Club Endowment
1995
Special Children’s School-Jacqueline Styers Young Fund
2001
William G. Montgomery, MD Fund for Senior Services
1995
National Trust for Historic Preservation in the United States
1981
Shepherd’s Center of Greater Winston-Salem Endowment Trust
2005
North Carolina Academy of Physician Assistants Endowment
1992
Irving and Minnie Sheppard Memorial Fund
1999
George S. Norfleet Bible Fund
1932
Sloan S. Sherrill Fund
1978
Elizabeth C. and Ralph B. Ogburn Fund
1984
Richard Edmund Shore Memorial Fund
2003 the winston-salem foundation annual report
funds and donors [40–41]
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 $20,000 to support students from a particular high school, church, or county, or for those who attend a specific college or university. new funds in 2010
purpose
Kate Allred Education Grant
Established by bequest to provide aid to undergraduate students
Carver High School Alumni Association Scholarship
Established by the Carver High School Alumni Association, Inc. of Winston-Salem to provide financial support for graduating Carver High School seniors to attend accredited post-secondary institutions
Digestive Health Specialists Scholarship
Established by the physicians of Digestive Health Specialists, P.A. to provide scholarships to the children and grandchildren of the employees of Digestive Health Specialists
James M. and Mary P. Edwards Memorial Scholarship
Established by the Edwards family in memory of James and Mary to provide scholarships to graduating high school seniors who attend Pisgah High School in Canton, NC
William Ragsdale Froelich Memorial Scholarship
Established with memorial gifts from friends and family to support scholarships for students from Alleghany County
Claire Tillson Gladding Scholarship
Established by Dr. Samuel T. Gladding in honor of his wife to provide scholarships to graduating seniors who intend to continue contributing personally in the areas of fine arts or performing arts while in college
Josh Gray Memorial Scholarship
Established in 2005 and endowed in 2010 in memory of Josh Gray to provide scholarships to graduating high school seniors who are varsity soccer team members at Mt. Tabor High School
A. Ruth Hutchins Memorial Scholarship
Established by the family of Ruth Hutchins for students from Yadkin and Forsyth Counties
R. Bruce Matthews Student Assistance Fund
Established in 1991 by Jimmie R. Hutchens and Mr. Matthews’ friends and family and later endowed
Willis H. Overby Scholarship
Established in 1984 honor of Mr. Overby upon his retirement as Assistant Superintendent of the Stokes County School System and endowed in 2010
Jonathan LaRon Skinner Memorial Scholarship
Established by family and friends to provide scholarships to graduating high school seniors
FUND
year endowed
FUND
year endowed
FUND
year endowed
Annie S. Alexander Memorial Scholarship
2009
Bunny and Bill Davis Highland Scholarship Fund
2000
Elizabeth Loving James Memorial Scholarship
William H. Andrews/HAWS Scholarship Fund
1993
1994
John Russell Jarman Scholarship Fund
1996
Zack H. Bacon IV Scholarship
2005
Delta Fine Arts - Lois B. and Simona A. Allen Scholarship Fund
Flora Royall Johnson Scholarship Fund
1996
Marshall B Bass Endowed Scholars Program at Winston-Salem State University
2002
Oliver Joel and Ellen Pell Denny Student Loan Fund
1985
Stella B. Johnson Scholarship Fund
1987
Joyce and Jim Dickerson Scholarship Fund
2000
Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College
2005
Tripp Joye Memorial Scholarship Fund
2009
Wade and Marcelene Duncan Scholarship Fund
2004
Kapp-Weaver Scholarship Fund-Greensboro College
1997
Marshall B Bass Scholars Fund at Voorhees College
2004
East Forsyth High School Alumni Scholarship
2002
1997
Marshall B Bass Scholars Endowment Fund at Livingstone College
2007
James L. Einstein College Scholarship Fund
2009
Kapp-Weaver Scholarship Fund-R.J. Reynolds High School
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
Gwenn Steward Clements Scholarship
2009
Elmer and Rosa Lee Collins Scholarship
2006
Lloyd E. and Rachel S. Collins Scholarship Fund
2001
Mary Rowena Cooper Scholarship Fund
1991
D. C. Cornelius Memorial Scholarship Fund
2004
Serena D. Dalton Scholarship Fund
1977
Joseph E. Davies Scholarship Fund
2002
2007
Marlene Marie Pope Flinchum Scholarship
2001
J. Lee Keiger, Jr. Family Fund
1999
Forsyth County Nursing Scholarship Fund
1969
Douglas Gray Kimel Scholarship Fund
2007
Joe E. Gaddy, Jr. and Margaret W. Gaddy Scholarship
1995
2009
Garden Club Council of W-S and Forsyth County Scholarship
2004
Andrew Lane Memorial / R.J. Reynolds Soccer Scholarship Law Enforcement Benefit Fund
1993
Matthew Alan Gfeller Memorial Scholarship
2009
Law Enforcement Family Scholarship Fund
1994
James A. Gray High School Alumni Scholarship
2002
Leinbach Chain-Breaker Scholarship Fund
1992
Claude B. Hart Memorial Scholarship
2004
1990
William T. Hatch and Mabel P. Hatch Scholarship Fund
1994
William H. Lester Packaging and Graphics Scholarship Fund
Fred and Mozelle L. Hinshaw Scholarship Fund
1995
Johnny Lineberry Memorial Scholarship Fund
2008
Walter R. Hoag Scholarship Fund
1990
L. D. and Elsie Long Student Scholarship Fund
1980
Fred Colby Hobson Scholarship Fund
1994
Love’s UMC Scholarship for Christian Education
2008
Jack and Barbara Holt Memorial Scholarship Fund
2000
Love’s United Methodist Church Scholarship Fund
2008
Brevard R. Hoover, Jr. Leadership Award
2007
Edwin E. and Grace Kimrey Maddrey Scholarship Fund
2003
I. W. Hughes Scholarship Fund
2008
Mary Speer Martin Scholarship Trust
1997
Sergeant Mickey Hutchens Leadership Scholarship
2009
Mark James Mendenhall Memorial Scholarship Fund
2009
Student Aid Funds – continued on next page
Student Aid Funds – continued from previous page FUND
year endowed
FUND
year endowed
FUND
year endowed
Millennium Charter Academy College Scholarship
2007
Robert G. Prongay Memorial Scholarship
2001
Julia Yokeley Miller Memorial Scholarship Fund
1983
Patty Brendle Redway Fund
1996
Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship Fund
N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund
2003
Reynolda Rotary Memorial/Clarence “Big House” Gaines Scholarship Fund
2005
Jeff Turner-Forsyth Audubon Scholarship Fund
2005
Nell and Spencer Waggoner Scholarship Fund
2005
Gray W. Mock Family Scholarship
2005
Kate B. Reynolds Scholarship Fund
1979
Art and Dannie Weber Scholarship
2007
Chester Arzell and Helen Miller Montgomery Scholarship Fund
2007
R.J. Reynolds High School Class of 1968 Memorial Scholarship Fund
1998
Art and Dannie Weber Fund for Forsyth Technical Community College
2007
Paul Holcomb Murphy Memorial Fund
1983
John S. and Jacqueline P. Rider Scholarship
2004
Erma Drum Webster Fund
1996
Murray Supply Company Scholarship
2006
Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund
1996
A.T. Williams Oil Company Fund II-H. Frank Steelman Scholarship
2001
Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund
1998
A.T. Williams Oil Company Scholarship Fund
1998
Samuel K. Rowland Trust
1928
Elizabeth T. Williams Memorial Scholarship
1999
Ray and Pearl Sams Scholarship Fund
1999
A. Tab Williams, Jr. Scholarship Fund
2003
Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund
2008
Edwin H. and Louise N. Williamson Endowed Scholarship
2007
NC USSSA Scholarship
2007
Emma Kapp Ogburn Memorial Fund
1946
Orthopaedic Specialists of the Carolinas Nursing Scholarship
2002
Jeannette Anderson Parker Memorial Scholarship Fund
2008
1966
Otis B. and Genevieve W. Parrish Scholarship
1982
Alice Conger Patterson Scholarship
2007
Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund
1997
The Winston-Salem Foundation Student Loan Fund
1947
William H. and Lena M. Petree Trust
1996
Sharpe Student Loan Fund
1981
Winston-Salem Hospitals Consortium Nursing Student Loan Fund
1981
L. Gordon, Jr. and June D. Pfefferkorn Scholarship
2004
Bruce Shelton Scholarship Fund
1991
Erica Wolfe Memorial Scholarship Fund
1998
L. Gordon, Jr. and June D. Pfefferkorn Scholarship for Forsyth Technical Community College
2004
Thomas E. Shown, MD Scholarship Fund
2006
1985
Paul and Evelyn Snow Scholarship Fund
1998
Yadkin County Association of Educators (YCAE) Scholarship Fund
Ann Lewallen Spencer Scholarship Fund
1995
Marcus Raper Zimmerman Scholarship Fund
1983
Stultz Scholarship Fund
1982
Summit School Opportunity Fund
2006
Philo ABC Memorial Scholarship Fund
2001
Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund
2005
Dean Prim Scholarship Fund
1989
the winston-salem foundation
Scholarship and Education Grant
Component Fund Guy J. Bridges, Jr. Educational Fund Leo Caldwell Memorial Student Loan Fund
Year Established 2006 1923
the winston-salem foundation Scholarship and Education
Stanley Michael Elrod Scholarship Fund
Grant, established in 2008, provides scholarships and grants to
Emergency Loan Fund
1937
John L. Gilmer Student Loan Fund
1947
outstanding Forsyth County students as they pursue post-secondary education. Recipients must demonstrate exceptional leadership, school service and community involvement. The Foundation greatly appreciates the previously established student aid funds listed here that were combined to provide the initial funding for The Winston-Salem Foundation Scholarship and Education Grant. Contributions to the fund from the public are welcomed as we seek to make our community stronger through the higher education of our youth.
2004
John Gold Memorial Fund
1976
Anna Hodgins Hanes Student Loan Fund
1926
Stanley D. Hartgrove Memorial Scholarship Fund
1997
Keith Jackson Memorial Fund
1976
Lasater Student Loan Fund
1927
Rachel Tolson Law Memorial Scholarship Fund
2008
Norfleet Memorial Fund
1976
Lucy Simmons Puryear Memorial Scholarship Fund
1994
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
funds and donors [42–43]
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 2010 Callahan Family Fund
Mark and Betsy Hoppe Family Fund
Roddick Benevolence Gift Trust
Susan Cobb Carson Advised Fund
John F. and Annette P. Lynch Fund
Charles and Courtney Rowe Charitable Fund
Virginia L. Carson Advised Fund
Nancy Davis McGlothlin Fund
Bruce W. and Sara C. Smith Advised Fund
Perry and Kelli Clark Charitable Fund
Murphy-Smith Family Fund
Sutton Family Fund
Teresa L. Conrad Fund
Joellen Parks Charitable Fund
Jack and Cindy Sutton Fund
Richard and Mary Dean Family Fund
Jane and Joe Potter Fund
Lee Wallace Fund
Mary M. Eagan Fund
Nan and Tim Prout Charitable Fund
Gary Flower Advised Fund
Roaring Gap Fund
Tom and Jean Adams Fund
James T. and Betty S. Brewer Fund
Gary W. and Virginia F. Cole Advised Fund
David and Liz Albertson Fund
Bridgeford Charity Fund
David Collins Fund
Hannah Albertson Fund
Michael Britt Family Fund
Barry and Dottie Cook Fund
Martha Albertson Fund
Dr. Richard A. Brodkin Advised Fund
Harry Corpening Fund
Elms and Harriet Allen Advised Fund
Brookfield Fund
James and Barbara Corrigan Advised Fund
Gayle Anderson/Carey Hedgpeth Fund
Grace and Jimmy Broughton Fund
Dr. and Mrs. Robert J. Cowan Advised Fund
Dr. Stephen G. and Cynthia Anderson Advised Fund
Henrietta Dibrell Brown Advised Fund
Nancy and Scott Cramer Advised Fund
Mr. and Mrs. James N. Andrews Fund
Kenton and Amy Brown Fund
Craven Family Fund
ARC Fund
Kirby C. Brown Fund
Jane and Penn Craver Advised Fund
Marie and Guy Arcuri Family Fund
Patty and Malcolm Brown Fund
Mrs. Elizabeth W. Crockett Advised Fund
Douglas D. Arnold and Lynn E. Calhoun Advised Fund
Rodney C. and Martha R. Brown Fund
O.K. Crouch Family Fund
Dan and Margaret Austell Fund
Canary Fund
Rick and Sara Crowder Charitable Fund
Dr. Khosrow Bahrani Advised Fund
Angela and William Carr Advised Fund
Grace L. Cullinan Advised Fund
Charles S. and Beth D. Baldwin Advised Fund
Anne S. Carr Advised Fund
Julia C. Cullinan Advised Fund
Pam and Bill Ball Advised Fund
Thomas A. and Kay B. Carter Advised Fund
Walker M. Cullinan Advised Fund
R. Barrett Family Fund
David and Deborah Cassels Fund
S. G. Dale Fund
Marshall B and Celestine P. Bass Non-Endowed Advised Fund
Mr. and Mrs. Thomas H. Caudle Advised Fund
Bill and Betty Gray Davis Advised Fund
Michael and Julie Baughan Fund
Cavanaugh Fund
Mr. and Mrs. John W. Davis Advised Fund
Bill and Louise Bazemore Fund
Steve and Tonya Cavanaugh Hope Fund
Mr. and Mrs. Thomas H. Davis, Jr. Advised Fund
Edward S. and Barbara T. Beason Advised Fund
Hobart and Adelaide W. Cawood Fund
Dr. James Day Advised Fund
Stewart and Tracey Beason Charitable Fund
Chuck and Bobbie Chambers Advised Fund
Deaton Family Advised Fund
Ranlet S. and Frank M. Bell, Jr. Advised Fund
Dudley C. and Winborne S. Chandler Fund
Louis Nelson Dibrell III Family Fund
Mr. and Mrs. Graham F. Bennett Advised Fund
Barbara F. Chatham Advised Fund
Patricia Ann Rudolph Dixson Advised Fund
Bentley Fund
Jerry and Brenda Cheek Charitable Fund
Kay and Dan Donahue Fund
Deborah L. Best Advised Fund
Children’s Enrichment Fund
Mr. and Mrs. James W. Douglas Advised Fund
Mr. and Mrs. H. Lee Bettis Advised Fund
Christopher Fund
Mr. and Mrs. Thomas S. Douglas, III Advised Fund
David and Susanne Blanco Advised Fund
Nick and Jennifer Chrysson Advised Fund
Ashley H. and Graham P. Dozier Advised Fund
Frank L. Blum Fund
Jeff T. and René F. Clark Advised Fund
Dale E. and Luci H. Driscoll Advised Fund
June and Jack Blunk Fund
Gwenn S. and Michael L. Clements Advised Fund
Noel Lee Dunn Advised Fund
Paul Breitbach Fund
D. Elwood and Helen H. Clinard Fund
Eagan Brothers LLC Fund
Brendle Advised Fund
Kirtan Coan and Al Greene Advised Fund
Robert and Amy Egleston Advised Fund
Felice and Richard A. Brenner Fund
Sophia Cody Advised Fund
Eisenberg Family Advised Fund
Mike and Wendy Brenner Charitable Fund
Robert F. Coil Advised Fund
Jerry and Janet Enos Fund Non-Endowed Advised Funds – continued on next page
Non-Endowed Advised Funds – continued from previous page Gerald and Ann Esch Donor Advised Fund
Edna and Jeff Helms Fund
Marieanne and Jerry Long Advised Fund
Lisbeth C. Evans and Mr. James T. Lambie Advised Fund
Jay and Jane Helvey Advised Fund
Matt and Emmie Long Fund
Falken Family Fund
Page Daniel Hill Fund
Frank and Kay Lord Advised Fund
Donna and Michael Fina Advised Fund
Doris and William Hohman Non-Endowed Advised Fund
David and Libby Lubin Fund
Gary G. and Diana B. Fleming Fund
Mr. and Mrs. William E. Hollan, Jr. Advised Fund
Gail Lybrook Advised Fund
Representative Dale and Synthia Folwell Family Fund
James E. Holmes, Jr. and Betty J. Holmes Fund
Dr. Mark P. Maier Advised Fund
T. Vernon and Jennifer K. Foster Fund
Homebuilders Association of Winston-Salem Charitable Fund
Richard A. and Carrie Wall Malloy Advised Fund
Alice Foster-Ficken Fund
Bob and Gwynn Hooks Fund
Deborah S. Marshall Non-Endowed Advised Fund
Cecil and Henrietta Foushee Advised Fund
Horton Family Fund
Mr. and Mrs. James E. Martin Advised Fund
Sheila F. and John C. Fox Fund
Wava Howard Runnymede Beautification Fund
Janet and O. C. Martin III Fund
Alice Dibrell Freeman Family Fund
Eric N. Hoyle Advised Fund
Dr. Richard Marx Advised Fund
Nella P. Fulton Advised Fund
Robert C. and Catherine C. Huber Advised Fund
Jane P. Masich Advised Fund
Paul Fulton Non-Endowed Advised Fund
Tom and Lucia Hughes Family Fund
Doug and Mary Anne Maynard Fund
Mr. and Mrs. Alex H. Galloway Advised Fund
Ann and Dudley Humphrey Advised Fund
Drane and Bill McCall Advised Fund
Camille and Jim Galloway, Jr. Advised Fund
John W. Hunt Advised Fund
Thomas P. and Anne B. McDowell Fund
Dr. Kenneth R. Gallup, Jr. Advised Fund
Hunter Family Fund
Walter McDowell Advisory Fund
Caroline Gamble Charitable Fund
Frank and Margaret Hunter Fund
Sarah Murphy McFarland Advised Fund
Harold and Patricia Garner Donor Advised Fund
Mr. and Mrs. David A. Irvin Advised Fund
Cathleen and Ray McKinney Fund
John and Linda Garrou Advised Fund
Jim and Dianne Iseman Charitable Fund
John and Grace McKinnon Advised Fund
Gfeller Family Fund
Susan M. Ivey Advised Fund
J.P. McMichael, Jr. Advised Fund
Matthew Alan Gfeller Memorial Fund
Francis and Adele James Advised Fund
J. Frank and Laura Turnage McNair Advised Fund
Jim and Mary Alice Gibbs Advised Fund
Jarrahi Family Advised Fund
Mrs. C.C. McNeely Advised Fund
John Munro and Flavel McMichael Godfrey Advised Fund
JG Advised Fund
Thomas C. McNeil and Sandra B. McNeil Advised Fund
Ted and Julia Ann Goins Advised Fund
Elizabeth G. and Stephen A. Johnson Charitable Fund
Judson J. and Alice C. Milam Fund
Tony and Vi Golding Fund
Ann and Halbert Jones Charitable Fund
Charles W. Miller Fund
Alice Jane Goodson Fund
JSCG Donor Advised Fund
Susan Dibrell Miller Family Fund
Alice and W. A. Goodson, Jr. Advised Fund
Pam and Fred Kahl Advised Fund
Mist Island Foundation Fund
Judy S. and William A. Goodson, III Advised Fund
David and Rachel Katzer Charitable Gift Fund
Richard and Laura Montgomery Advised Fund
Thomas O. and Leesa L. Goodson Advised Fund
Mr. and Mrs. William B. Kay, Jr. Advised Fund
Elsie L. Morris Advised Fund
William A. and Georgia H. Goodson Fund/Goodson Advised
Sherry A. Kellett Fund
J. Frank and Lynda K. Morris Advised Fund
William A. and Georgia H. Goodson Fund/Saunders Advised
Stanhope A. and Elizabeth Kelly Advised Fund
Mr. and Mrs. Edward T. Mulvey, Jr. Advised Fund
C. Boyden Gray Advised Fund
Charlie L. Kennedy, MD Donor Advised Fund
R. Frank and Mary Jo Murphy Advised Fund
Hunter Gray Advised Fund
Robert M. and Mary R. Kerr Advised Fund
Dan and Bonnie Murphy Charity Fund
Alfa and Gerry Gunzenhauser Non-Endowed Advised Fund
Nancy T. and Richard J. Keshian Fund
Murray Supply Company Advised Fund
Hall Family Fund
Cornelius Vanstory King Advised Fund
Walter V. and Martha W. Murray Advised Fund
Martha S. Hancock and James A. Hancock, Jr. Advised Fund
Robert W. and Candy E. Kiser Charitable Fund
Robert F. and Bonnie L. Naas Advised Fund
Hands and Feet Fund
Edith and Bill Knott Fund
Mr. and Mrs. Lucian H. Neal Advised Fund
Ann S. and F. Borden Hanes, Jr. Advised Fund
D. Joyce Kohfeldt Fund
J. & J. Neely Advised Fund
Helen C. Hanes Fund
Mr. and Mrs. Horace Robinson Kornegay, Jr. Advised Fund
David and Scottie Neill Advised Fund
Jim Hanes Fund
Pete Kulynych Advised Fund
Dr. and Mrs. Lewis H. Nelson, III Advised Fund
Marcus Hanes Fund
Gilmour and Nancy Lake Advised Fund
William Robert and Elizabeth H. Newell Advised Fund
Robin M. Hanes Fund
Lambeth Family Fund
Fred and Lillian Nordenholz Fund
Kathy and Jim Hardison Advised Fund
Susan and George Lautemann Advised Fund
Keith and Lisa Norman Family Advised Fund
Robert B. and Lisa B. Harrell Non-Endowed Advised Fund
Annette M. Leight Advised Fund
Robert S. and Marianne D. Northington Advised Fund
John and Anne Harrison Advised Fund
Margaret G. Leight Advised Fund
Novant Community Benefit Funds
Hash Advised Fund
Mary A. Leight Advised Fund
Anita and Tom Ogburn, Jr. Fund
Linda Adair Hatcher Memorial Fund for Eating Disorders
Kathy and Mike Lewis Fund
Laney and Merritt Orr Fund
Charles H. and Susan Hauser Advised Fund
Lillie’s Friends Foundation Fund
Judith R. and Samuel H. Owen Fund
Dick and Karen Hedrick Advised Fund
Dr. A. Stanley and Mary Margaret Link Fund
Ben C. and Mildred W. Paden Advised Fund
Dr. Eugene Heise Advised Fund
George and Susan Little Advised Fund
Mr. and Mrs. Craven Page Advised Fund Non-Endowed Advised Funds – continued on next page the winston-salem foundation annual report
funds and donors [44–45]
non-endowed funds Non-Endowed Advised Funds – continued from previous page Mary Beth and Bob Parker Fund
Curtis Flynt Rudolph Advised Fund
F. Nelson Tomlinson Advised Fund
Margaret Weatherspoon Parker Fund
Mr. and Mrs. V. Carver Rudolph Fund
Dr. and Mrs. James F. Toole Advised Fund
Brookes H. Parrish Fund
Sanford Harrison Rudolph Advised Fund
Triad Academy Scholarship Fund
Joe and Britt Parrish Fund
James M. and Lorre C. Ruffin Fund
Triantos Fund
The Pathways Fund
Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund
Mary Kay Tucker Advised Fund
John and Dominique Patrick Fund
Jill Runnion Fund
Eleanor James Vance Advised Fund
Lucie and Chuck Patton Fund
Dr. Wilson and Marcia Russell Fund
Stuart F. and Frances McD. Vaughn Advised Fund
Carol and Raymond Pearson Charitable Fund
SGK Fund
Peter and Carol Vrooman Advised Fund
Brenda B. Penney Advised Fund
Mr. and Mrs. W.P. Sandridge, Jr. Advised Fund
Susan B. Wall Advised Fund
Peter Perret Fund for Young Musicians
William Madison and Phoebe Barnhardt Satterwhite Fund
Bruce D. Walley, M.D. Fund
Clifford and Elizabeth Perry Advised Fund
M. Garnett and Georgia G. Saunders Fund
Hans W. and Elizabeth K. Wanders Advised Fund
Ford and Jeanene Perry Advised Fund
Robert D. and Pamela B. Saunders Fund
Jack and Jean Ward Advised Fund
Pauline Davis Perry Advised Fund
Thomas D. and Katherine E.M. Schroeder Fund
William G. Ward MD Family Advised Fund
William H. Petree, Jr. and Katherine Weathers Petree NonEndowed Advised Fund
The Servanthood Fund
Leslie R. and Robert E. Warhover Advised Fund
Beverly Britton Rudolph Shaw Advised Fund
Bill and Judy Watson Fund
Pfefferkorn Company Advised Fund
Bill and Shirley Shaw Fund
Cornelia K. Weigl and Lachlan MacLachlan Advised Fund
L. Gordon and June D. Pfefferkorn, Jr. Fund
A. Lincoln and Nancy D. Sherk Fund
John M. & Nancy Kyle Wells and Frances & C.C. Graham Fund
Mr. and Mrs. Stephen F. Phelps Advised Fund
Adrian and Bob Shore Advised Fund
Mr. and Mrs. P. Everett Wells III Advised Fund
Pine Hall Brick Co. Fund
Dr. Thomas E. Shown Advised Fund
Togo D. West, Jr. Advised Fund
David and Ingrid Pisetsky Advised Fund
Joe B. and Virginia L. Simpson Advised Fund
Harden and Janet Wheeler Fund
William Pitser Advised Fund
Martha and Tom Simpson Advised Fund
Ms. Elizabeth N. Whitaker, II Advised Fund
Margaret Scales and Graydon Pleasants Advised Fund
Catharine N. and Kenneth N. Sisk Fund
Louisa Whitaker Advised Fund
Nancy and Ed Pleasants Advised Fund
Debra Runnion Sizemore Fund
William A. Whitaker Advised Fund
Ruth M. and Clifton E. Pleasants Fund
Mike and Beth Skorich Advised Fund
Nancy and Monty White Advised Fund
Dr. Harold C. Pollard, III Fund
Kenny and Amy Smith Fund
Scott and Lauren Wierman Advised Fund
Dr. and Mrs. Eddie Pollock Advised Fund
Brant and Kay Snavely Fund
Paul and Jan Wiles Charitable Gift Fund
Robert S. and Wanda E. Pool Fund
Kathryn Hanes Snow Advised Fund
Arthur T. and Catherine R. Williams, III Advised Fund
T.J. and Nancy Pulliam Advised Fund
Snyder Family Fund
Dr. and Mrs. S. Clay Williams, Jr. Advised Fund
Mrs. Elizabeth L. Quick Advised Fund
John and Nancy Southard Advised Fund
John G. and Patricia G. Williard Advised Fund
George and Susan Ragland Fund
Spaugh Family Fund
Mr. and Mrs. Ben S. Willis, Jr. Advised Fund
Rainey Charitable Fund
Mary Jo W. and R. Arthur Spaugh Fund
Mr. and Mrs. H. Norton Willis Fund
Ramona Fund
Ann Lewallen Spencer Fund
Robert M. Willis Fund
David B. Rea Non-Endowed Advised Fund
Nancy Spencer Advised Fund
Mr. and Mrs. J. D. Wilson, Jr. Advised Fund
Donald J. and Deborah R. Reaves Family Fund
Michael W. Sperry Advised Fund
W.T. Wilson Advised Fund
Reaves Family Charitable Trust
Bobby and Jan Sprinkle Family Trust
Winters Advised Fund
Burton and Frances Reifler Fund
W. Fletcher and Anna B. Steele Family Fund
Winston-Salem Rotary Benevolent Fund
Dick and Sandy Respess Fund
Stratford Rotary Benevolence Fund
Winston-Salem Twin City Host Lions Club Advised Fund
Reynolda Rotary Benevolence Fund
Rick and Kate Streng Advised Fund
Calder and Martha Womble Advised Fund
Dr. Vade Rhoades Fund
Richard and Nancy Sullivan Fund
Erna and Bill Womble Advised Fund
Lori and Pat Riazzi Fund
John J. and Betty Pratt Sutton Advised Fund
Ralph H. Womble Advised Fund
Richard T. Rice Advised Fund
Nancy King Tanner Advised Fund
William F. Womble Advised Fund
Rickelton Fund
Targacept TargaCare Fund
James and Johanna Yopp Fund
Jacqueline P. Rider Advised Fund
John A. Taylor Advised Fund
Mr. and Mrs. Scott K. Young Charitable Fund
John and Lynn Roach Advised Fund
Marguerite B. Taylor Advised Fund
Lynn and Jeff Young Fund
Pauline and Norwood Robinson Fund
Thomas Teague Fund
Stephen and Bonnie Zades Advised Fund
David F. and Martha Wilson Rowe Advised Fund
Ron and Merle Tedder Charitable Fund
Mr. and Mrs. Nick G. Zegrea Advised Fund
Steve and Nancy Rowell Charitable Fund
Louise Dibrell Theberge Family Fund
Michael and Deborah Rubin Advised Fund
John B.R. Thomas Donor Advised Fund
[46–47] funds and donors
the winston-salem foundation annual report
Temporary and Special funds TEMPORARY AND SPECIAL FUNDS give the Foundation the ability to hold funds for a limited time for organizations and individuals for charitable projects. Black Philanthropy Fund
Hospital Hospitality House of Winston-Salem
Michael and Buffy Waltrip Charitable Fund
Butler Family Fund
iCan House Fund
Waltrip Brothers Charitable Fund
Children of Vietnam Fund
Douglas N. Marlette Memorial Scholarship Fund
Welch Advised Fund
Dog Park at Tanglewood Fund
Ricky Douglas Mitchell Scholarship Fund
Wiley School Fund
Billy Dwight Memorial Fund
New Winston Museum Fund
A. Tab Williams, Jr. Fund for Forsyth Country Day School
Equality Winston-Salem Fund
NCAPA Project Fund
A. Tab Williams, Jr. Fund for Rose Hill Free Will Baptist Church
Flow Automotive Companies Scholarship Fund
NC Canso Development Fund
A. Tab Williams, Jr. Fund for Senior Services
For Katie’s Sake Fund
Pitt Hopkins Syndrome Fund
Francis F. Willingham Memorial Fund
Forsyth Common Vision Council Fund
Roaring Gap Scholarship Fund
Winston-Salem Community Development Collaborative
Forsyth Fund for Teaching Excellence
Salem Lodge #139/Robert A. Miller Memorial Fund
Winston-Salem/Forsyth County Sports Medicine Fund
Friends of the Hollywood Cemetery Fund
Carl R. Sapp Field Enhancement Fund
Winston-Salem Children & Youth Fund
Gateway Environmental Initiative Fund
Stokes County Trust Fund
Winston-Salem Sidewinders Fund
Give The Kids A Reason Fund
Take the Lead NC Fund
Women’s Fund of Winston-Salem
Greenxscapes Fund
Twin City Youth Baseball Association Fund
Youth Activities Fund
Peter Hinkle Memorial Fund
Vigils for Healing Fund
funds and donors
Charitable trusts THE FOUNDATION SERVES AS TRUSTEE of charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) for donors and their families.
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. Abner Alexander Irrevocable Living Annuity Trust
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 (2)
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
C. Edward Pleasants Charitable Remainder Unitrust
Edna Newsome Blanton 2007 Charitable Remainder 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
James A. Roddick, Jr. 2008 Charitable Remainder Annuity Trust
Ann Blanton Breese 2007 Charitable Remainder Unitrust
F. Conard and Jean Snyder Charitable Lead Annuity Trust
Harry O. Corpening Charitable Remainder Unitrust
Nancy H. Southard Irrevocable Living Unitrust
Athalene Couch 2007 Charitable Remainder Annuity Trust
Nancy S. Spencer Charitable Remainder Unitrust
Athalene Couch 2007 Charitable Remainder Unitrust
Edward E. and Jean Jennings Stivers Charitable Annuity Trust
Joyce H. and James P. Dickerson Charitable Remainder Trust
John J. Sutton, Jr. and Betty P. Sutton Charitable Remainder Unitrust
Frank E. and Mary B. Driscoll Charitable Remainder Trust
David H. Tate Irrevocable Living Unitrust
Elizabeth T. Edmondson Irrevocable Living Annuity Trust
Jesse C. Temple 2007 Charitable Remainder Annuity Trust
Rita D. Fitzgerald Charitable Remainder Annuity Trust
L. Frances S. Temple and Jesse C. Temple Charitable Remainder Unitrust
Donald F. Folger and Lucy E. Folger Charitable Remainder Trust
L. Frances S. Temple Charitable Remainder Unitrust
Thad W. Garner, Mildred B. Garner and Kathryn W. Garner Irrevocable Living Unitrust
M. Louise Thomas Charitable Remainder Unitrust
J. Beeson Grubbs Irrevocable Living Annuity Trust
Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust
Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust
Hans W. Wanders Irrevocable Living Unitrust
Lawrence R. Hine Irrevocable Trust
Arthur G. and Susanne S. Weber Charitable Remainder Unitrust
Edmund B. Hopkins Irrevocable Living Unitrust
A. Tab Williams, Jr. Charitable Annuity Lead Trust
Lucy Kaplan Irrevocable Living Unitrust
Willingham Irrevocable Living Annuity Trust
William A. and Edith T. Knott Irrevocable Living Unitrust
Mathilda G. Wolfe Testamentary Charitable Remainder Unitrust
William G. Koronis and Ava O. Koronis Irrevocable Living Unitrust
W.F. Womble Irrevocable Living Unitrust
Mary Annette Leight 2002 Charitable Unitrust
H.C. Woodall, Jr. Family Charitable Remainder Unitrust
Douglas Lewis Family Charitable Remainder Unitrust
Roma Lee Woosley 2005 Charitable Remainder Annuity Trust
Curtis and Sara Long Charitable Remainder 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 more than 8,600 names. The Foundation 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 2010: Eugene Wesley “Chip” Adcock IV
Mary E. Brown
Anna Lorraine Scott Folwell
Elizabeth Gilmour McLean
Richard K. Scott
Heath Allison
Dr. George McLeod Bryan
Charles O. Giles
Phillip Michalove
Sylvia Ferrell “Tibby” Sinclair
William H. Andrews
Jenny Wood Kimbrel Bunn
Samuel Bailey Glenn, Jr.
Jewel Voss Jones Mickey
Cecil Reid Smith
Arlene Ausen
Bertha Burch
Marcia Walder Gottlieb
Martha Scott Miller
George Custis Snow
Dan Walter Austell
David Bahnson Butler
Nancy Kent Hill Graham
Steven A. Miller
Kenneth Spainhour
Smith Bagley
Jeff Byrd
Irene Pace Hairston
Betty Jo Godwin Mitchell
Jonathan Mark Spaugh
Mike Bailey
Lynn Cann
Claude Hamrick
Jean Davis Moberg
John Davidson Spinks, Jr.
Cleo George Baity
Don Cecil Caudle
Thomas Hudson Helms
Anne Marie Hendricks Noble
Paul William Stephanz
Robert Edward Lasater “Ted” Barnes
Bonney Hermann Clark
Ruth Lee Herring
Fannie T. Parker
Thomas P. Stockton
Andrew B. “Bud” Beattie
Joel P. Clingman
Curtis A. Holland
Margaret Weatherspoon Parker
Samuel Carey Stone
James A. Beaty, Sr.
Herman Edgar Crawford, Jr.
Sgt. Mickey Hutchens
Bruce Calvin Pearman
Dr. Bate C. Toms
Ruth Brewer Beck
James M. Davenport
A. Ruth Hutchins
Jim Pope
M. Jack Trotman
Paul A. Birkner
Carrie Chamberlain Davis
Robert Earl Jackson
James Calvin Ratcliff, Sr.
Geraldine Crim Vice
Susanne Hall Blanco
Mary Louise Haywood Davis
Katherine Esmond Pillsbury Janeway
Barbara Butler Rickert
Forrest Mosby Vogler
Edna Newsome Blanton
Beverly Brooks Dawson
Sgt. James M. Johnson
Martha Lois Dorsett “Sybil” Ritchie
Carol Jarrett Waynick
Suzanne Dawson Blevins
Glenn W. Dobbs
John Griffith “Gick” Johnson
Dr. Prince Rivers
H. Ray Whitley
Sion Boney
William Daniel “Billy” Dwight
Albert S. Lineberry, Sr.
Sylvia Davis Robinson
James Edward Williams, Jr.
Clyde Bovender
James M. Edwards
Gerald H. “Jerry” Long
James Alexander “Jimmy” Roddick, Jr.
Francis Fries “Frank” Willingham
Edwin Ranier Brenegar, Jr.
Mary P. Edwards
John Franklin Lynch, Jr.
Alfred Joseph Rossi
Anne Thacker Wilson
Ninon Rose Bromfield
Harry Arnold Epperson, Jr.
Ruth Hamilton Butler Mallard
Dr. Walter Michel Roufail
Dorothy Elizabeth Wolf
Bill Brookshire
Harry Edward Epps
Joan Bruce Yokley Malmo
Judy Samson
Jane Gilbert Womble
Clifton C. Brown
Henry Bartow Farr, Jr.
Clinton Mason
Robert P. Sartin
the winston-salem foundation annual report
funds and donors [48–49]
funds and donors
the Legacy Society THE FOUNDATION’S LEGACY SOCIETY honors those generous individuals or couples who have established or added to permanent endowments totalling
$10,000 or more at 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, 2010. 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 such an enduring legacy for our community.
Legacy Society Members Anonymous (14)
Mr. David Blanco
Mrs. William H. Carr
Mr. and Mrs. Joseph R. Delia
Dr. and Mrs. Joe E. Gaddy, Jr.
Ms. Katherine Acton and Mr. Gerald Smith
Dr. and Mrs. Frederick A. Blount
Ms. Genie Carr
Dr. and Mrs. John W. Denham
Mr. John K. Gallaher
Mr. and Mrs. J. Hal Bolin
Ms. Jan M. Detter
Dr. and Mrs. Kenneth R. Gallup, Jr.
Mr. and Mrs. Ray Mitchell Agnew, Jr.
Mr. and Mrs. Henry M. Carter, Jr.
Mr. and Mrs. Henry M. Booke
Dr. and Ms. James P. Dickerson
Ms. Kathryn W. Garner
Mrs. Sylvia F. Alderson
Ms. Dorothy A. Caudill
Mr. Sam L. Booke, Jr.
Mr. and Mrs. James H. Diggs
Mr. Harold R. Garrison
Judge and Mrs. Abner Alexander
Mr. and Mrs. C. Ray Caudle
Claude and Judy Booker
Mr. M. Campbell Cawood
Mr. and Mrs. Joe Dillon
Mr. and Mrs. John E. Gehring
Dr. Donna D. Alexander
Mr. and Mrs. Julian R. Bossong
Mr. and Mrs. Charles W. Chambers
Mrs. Elaine D. Dowdell
Dr. and Mrs. Samuel T. Gladding
Dr. and Mrs. Elms L. Allen
Mr. and Mrs. Glenn C. Boswell, Jr.
Mr. and Mrs. Bruce Downing
Mr. and Mrs. J. Kirk Glenn, Jr.
Dr. and Mrs. Harvey H. Allen, Jr.
Dr. and Mrs. Edwyn T. Bowen, Jr.
Mr. and Mrs. Christopher J. Chapman
Mr. and Mrs. Graham P. Dozier III
Mr. and Mrs. Thomas O. Goodson
Mr. and Mrs. Magnus Andersen
Mr. and Mrs. Grady E. Boyles, Jr.
Mrs. Norma Charles-Sink
Ms. Grace Draman
Mr. William A. Goodson, Jr.
Ms. Gayle N. Anderson
Dr. Sherrill Braswell
Mrs. Barbara F. Chatham
Mr. and Mrs. Dale E. Driscoll
James and Natasha Gore
Dr. and Mrs. Stephen G. Anderson
Ms. Susan F. Braswell
Mr. and Mrs. Gerald L. Chrisco
Mr. Frank E. Driscoll
Mrs. Bryce Gordon
Mr. and Mrs. John Appel
Ms. Ann Blanton Breese
Mr. and Mrs. Robert C. Clark
Dr. and Mrs. Joseph B. Dudley
Dr. Louis N. Gottlieb
Mr. W. A. Armfield, Jr.
Mr. and Mrs. J. Paul Breitbach
Mr. and Mrs. George M. Cleland
Ms. Nancy Dunn
Mr. and Mrs. Richard A. Gottlieb
Dr. and Mrs. Donald L. Armitage
Mr. and Mrs. Abe Brenner
Mr. and Mrs. Michael L. Clements
Mr. Noel Lee Dunn
Mr. Vergil H. Gough
Mrs. Teresa R. Ashburn
Mrs. Ann L. Brenner
Mr. and Mrs. D. Elwood Clinard, Jr.
Ms. Mignon Durham
Mr. and Mrs. Bernard Gray
Drs. Anthony and Katherine Atala
Mr. and Mrs. Michael Brenner
Mr. and Mrs. John Wayne Clodfelter
Mrs. John T. Eagan, Jr.
Mrs. James A. Gray, Jr.
Mr. Philip S. Auchincloss
Mr. and Mrs. Paul Briggs
Mr. and Mrs. Gary W. Cole
Mr. and Mrs. Fred G. Eidson
Mrs. J.T. Greene, Jr.
Mr. Robert G. Auchincloss
Mrs. Lenora J. Brown
Mr. Elmer Collins
Mr. and Mrs. James L. Einstein
Mr. J. Beeson Grubbs
Ms. Lisa L. Austin
Mr. and Mrs. Royall R. Brown, Jr.
Mr. George Cooper
Mr. and Mrs. Barry Eisenberg
Dr. Caryl Guth
Mr. and Mrs. Bruce M. Babcock
Mr. John D. Budd
Mr. Harry Corpening
Mrs. Robert A. Emken
Dr. and Mrs. Paul P. Gwyn
Mr. and Mrs. L. M. Baker, Jr.
Mr. and Mrs. Joseph R. Budd
Mr. and Mrs. David L. Cotterill
Mr. and Mrs. Alexander C. Ewing
Mrs. William N. Hailey
Mr. and Mrs. William P. Baldridge
Mr. and Mrs. Richard P. Budd
Ms. Athalene Couch
Dr. and Mrs. John C. Faris
Mr. and Mrs. James A. Hancock, Jr.
Mr. and Mrs. David L. Barnes
Mr. and Mrs. Charles Norman Bunce
Mrs. Donna H. Craige
Mrs. Rita D. Fitzgerald
Mr. and Mrs. Richard D. Hancock
Mr. and Mrs. Richard D. Barnes
Dr. Patricia P. Bundy
Mr. and Mrs. J. Scott Cramer
Ms. Marlene P. Flinchum
Mr. and Mrs. F. Borden Hanes, Jr.
Mr. and Mrs. Zeb E. Barnhardt, Jr.
Dr. David H. Burr
Mr. and Mrs. Robert L. Dalton, Jr.
Mr. and Mrs. Victor I. Flow, Jr.
Mr. and Mrs. Frank Borden Hanes, Sr.
Mrs. Diane D. Barrett
Mr. and Mrs. John W. Burress III
Mr. Gary Flower
Mrs. R. Philip Hanes, Jr.
Mr. Marshall B Bass
Mr. and Mrs. K. Blaine Burton, Jr.
Mr. Jason Davies and Mrs. Julia Frost-Davies
Ms. Susan F. Harris
Dr. and Mrs. Edward S. Beason
Mrs. David B. Butler
Mr. G. Franklin Davis
Mr. and Mrs. Donald F. Folger
Mr. and Mrs. John Harrison
Mrs. Barbara C. Beattie
Ms. Jane Calloway
Mr. and Mrs. John W. Davis III
Dr. and Mrs. Robert V. Ford, Jr.
Mr. and Mrs. Paul D. Harrison
Mr. and Mrs. Frank M. Bell, Jr.
Dr. and Mrs. W. Douglas Cardwell
Mr. and Mrs. Richard N. Davis
Mr. W. H. Fox, Jr.
Mrs. Claude B. Hart
Mrs. Marie Bellin
Dr. and Mrs. Kenneth Carlson
Mr. and Mrs. William A. Davis II
Dr. and Mrs. Larry W. Freeman Mr. David W. Fuller
Mr. William A. Hart
Ms. Sami O. Bills
Mrs. Anne Maddrey Carpenter
Mr. Paul Fulton, Jr.
Mr. and Mrs. Dennis G. Hatchell
Mr. and Mrs. R. Gordon Bingham
Mr. Coy C. Carpenter, Jr.
Mrs. James A. Fyock
Mr. and Mrs. Sam Hauser
Ms. Rebecca M. Deaton Mr. and Mrs. Albert J. DeForest III
Legacy Society Members – continued on next page
Legacy Society Members – continued from previous page Mr. Donald G. Haver
Mr. and Mrs. William A. Knott
Mr. and Mrs. Neal Millsaps
Dr. and Mrs. David G. Rice
Mrs. Bynum E. Tudor, Jr.
Mr. Peter E. Hawley
Dr. and Mrs. L. Andrew Koman
Mr. Richard G. Mock
Mr. and Mrs. Thomas B. Rice III
Mr. and Mrs. John L. Turner
Mr. and Mrs. Fred W. Hege
Dr. and Mrs. Thomas J. Koontz
Ms. Ellen N. Monahan
Mrs. John S. Rider
Mr. and Mrs. Randall Tuttle
Mr. Charles R. Hemrick
Bill and Ava Koronis
Dr. and Mrs. John H. Monroe
Mr. Clay V. Ring, Jr.
Mr. and Mrs. Harry B. Underwood II
Mr. L. Stephen Hendrix
Ms. Brenda H. Kulp
Mr. and Mrs. C. Arzell Montgomery
Mrs. James A. Roddick, Jr.
Ms. Margaret M. Urquhart
Mr. and Mrs. A. B. Henley III
Mr. Petro Kulynych
Mr. and Mrs. Timothy R. Moore
Mr. and Mrs. Eugene Rossitch
Mrs. Deborah H. Vaughan
Mr. M. N. Hennessee
Mr. and Mrs. Donny C. Lambeth
Mr. and Mrs. David R. Morgan
Mr. and Mrs. Charles Rotgin, Jr.
Ms. Patricia A. Vaughn
Mr. and Mrs. Leonard Herring
Mr. James Lambie and Ms. Lisbeth Evans
Mr. and Mrs. Steven C. Morgan
Dr. and Mrs. Michael H. Rubin
Mr. and Mrs. Robert C. Vaughn, Jr.
Mr. and Mrs. Daniel N. Moury
Mr. and Mrs. Tom Rucker
Dr. and Mrs. Ramon Velez
Mr. and Mrs. B. Thomas Lawson, Jr.
Mr. and Mrs. Marty Myers
Mr. and Mrs. C. Guy Rudisill III
Mr. and Mrs. Michael B. Wall
Mrs. Annette M. Leight
Mrs. Mildred Naugle
Ms. Avon Ruffin
Mr. and Mrs. Hans Wanders
The Honorable Molly Leight
Mr. and Mrs. David B. Neal
Mr. Dalton D. Ruffin
Mr. and Mrs. John F. Ward
Mr. and Mrs. A. Thad Lewallen III
Mr. David L. Neal
Mrs. H. J. Runnion, Jr.
Mr. and Mrs. Joseph Washington
Mr. and Mrs. Douglas R. Lewis
Mr. and Mrs. Lucian H. Neal
Dr. and Mrs. William M. Satterwhite, Jr.
Mr. and Mrs. Philip R. S. Waugh, Jr.
Ms. Nancy C. Lide
The Honorable Stephen L. Neal
Dr. and Mrs. Daniel G. Sayers
Mr. and Mrs. Arthur G. Weber
Mr. and Mrs. Stanley Lineberry
Mr. and Mrs. T. David Neill
Mr. and Mrs. Andrew J. Schindler
Dr. and Mrs. Dan S. Locklair
Mr. and Mrs. Fred W. Nordenholz
Dr. and Mrs. Robert P. Schwartz
Dr. Glenda Weber and Mr. Wayne Weber
Mr. Joseph P. Logan
Dr. and Mrs. David Reese O’Brien, Jr.
Mrs. Lyttleton B. Scott, Jr.
Mr. and Mrs. Joe Wheliss
Mr. and Mrs. Curtis E. Long
Mrs. Algine Neely Ogburn
Mrs. Anthony W. Seamon
Mr. and Mrs. Scott F. Wierman
Mr. and Mrs. Frank K. Lord III
Mr. and Mrs. Sam C. Ogburn, Sr.
Mr. Rick Seamon
Mr. and Mrs. Paul M. Wiles
Mr. and Mrs. Robert A. Hoover
Mrs. Elizabeth Lovett
Mr. and Mrs. L. Glenn Orr, Jr.
Ms. Rebecca Ann Sebastian
Mr. and Mrs. Joseph Wilhem
Drs. Judith and Marbry Hopkins
Mrs. Carolin Lowy
Mr. and Mrs. Willis H. Overby
Mrs. Robert D. Shore, Jr.
Mr. and Mrs. A. Tab Williams, Jr.
Mrs. Edmund B. Hopkins
Ms. Annette P. Lynch
Mr. and Mrs. Craven B. Page
Mrs. Rosemary V. Shortt
Mr. and Mrs. Arthur T. Williams III
Mr. and Mrs. Billy Hunt
Ms. Patti Ann Lynch
Mr. John V. Pappas
Dr. Thomas E. Shown
Ms. Cynthia A. Williams
Mrs. Jacqueline S. Hunt
Mr. and Mrs. E. Erwin Maddrey II
Mr. and Mrs. Dwight E. Pardue
Mr. and Mrs. Paul Sinal
Ms. Sally G. Williams
Mr. John W. Hunt
Mr. and Mrs. John Mann
Rev. and Mrs. Nathan E. Parrish
Mr. and Mrs. Stephen T. Williams
Nancy and Judd Hunt
Ms. Debbie Marshall
Dr. and Mrs. Eugene H. Paschold
Mr. Willis Slane and Dr. Caroline Chiles Mr. and Mrs. Archie Smith
Mrs. Francis F. Willingham
Mr. and Mrs. Richard G. Smith, Jr.
Mr. and Mrs. J. D. Wilson, Jr.
Mr. and Mrs. Michael C. Hetrick Ms. Emily Millis Hiatt Mr. Hardin P. Higgins Mrs. Harrell B. Hill Mr. Lawrence R. Hine Mrs. Alice Hinman Mrs. William F. Hohman Mrs. Barbara Wall Holcomb Mrs. William E. Hollan, Sr. Ms. Leslie Hollan Mr. William E. Hollan, Jr. Mr. and Mrs. James E. Holmes, Jr.
Mr. and Mrs. John W. Willingham
Mr. and Mrs. David A. Irvin
Mr. and Mrs. James E. Martin
Dr. and Mrs. Nathaniel Irvin II
Dr. and Mrs. John A. Maselli
Dr. John Patrick and Dr. Dominique Patrick
Ms. Susan M. Ivey
Mr. David P. Masich
Ms. Julie J. Pearce
Mr. F. Conard Snyder
Mr. R. M. Wilson
Dr. and Mrs. Francis M. James III
Mrs. Anthony M. Masich, Jr.
Ms. Brenda B. Penney
Dr. and Mrs. John K. Southard, Jr.
Ms. Betty S. Winslow
Ms. Mary Jamis
Dr. and Mrs. K. Frank McCain
Dr. and Mrs. Francis D. Pepper, Jr.
Ms. Ann Lewallen Spencer
Mr. and Mrs. Steve Wohlford
Dr. Richard Janeway
Dr. William McCall, Jr.
Mr. and Mrs. Clifford W. Perry, Jr.
Mr. and Mrs. James Spencer
Mr. and Mrs. Harry H. Wolfe
Mr. and Mrs. Harry Jarman
Dr. Bruce R. McCune
Mrs. Clifford W. Perry
Mrs. William O. Spencer III
Dr. and Mrs. John R. Wolfe
Mr. and Mrs. W. T. Jenkins, Sr.
Mrs. Nancy Davis McGlothlin
Mr. and Mrs. Tony Petree
Mr. and Mrs. Scott F. Sternberg
Mrs. Rochelle Wolfe
Mrs. Florinda C. Johnson
Dr. Timothy McGowen
Mr. and Mrs. L. Gordon Pfefferkorn, Jr.
Mr. Ralph H. Womble
Dr. and Mrs. Peter C. Johnson
Dr. W. Frederick McGuirt
Mr. Ed Pleasants
Edward Eugene and Jean Jennings Stivers
Ms. Beverly Johnston
Mr. and Mrs. Thomas Ray McKinney
Mr. James W. Johnston
Mr. and Mrs. John B. McKinnon
Mr. Graydon Pleasants and Ms. Margaret Scales
Mr. and Mrs. Thomas J. Stopyra
Mrs. Catherine M. Jones
Ms. Sally R. McLeod
Mrs. Ruth M. Pleasants
Mr. and Mrs. Richard L. Sullivan
Mr. and Mrs. Christopher Jones
Mr. and Mrs. J. Frank McNair IV
Dr. Michael J. Pollak
Mr. and Mrs. John J. Sutton, Jr.
Dr. and Mrs. William E. Means
Mrs. Richard E. Pope
Dr. and Mrs. Charles V. Taft
Mr. and Mrs. Scott D. Jones
Mr. and Mrs. John G. Medlin, Jr.
Frances and Steve Porter
Dr. and Mrs. David H. Tate
Mrs. R. William Joyce
Mr. and Mrs. Billy D. Prim
Mr. and Mrs. John A. Taylor
Ms. Lucy Kaplan
Mr. and Mrs. Danny J. Mendenhall Mr. and Mrs. John Merritt
Mr. and Mrs. J. Timothy Prout
Mrs. Margaret Taylor
Mr. and Mrs. William B. Kay, Jr.
Mr. Grady R. Pulliam III
Mr. Jesse C. Temple
Mr. and Mrs. Cliff Purcell
Dr. and Mrs. John B. R. Thomas
Mrs. J. Lee Keiger, Jr. Ms. Susan Kerner-Hoeg Mr. and Mrs. Truman T. Kiger Ms. Earline heath King Mr. and Mrs. Jesse M. King Mr. and Mrs. Philip G. Kinken, Jr.
Mr. James C. Messick Mr. and Mrs. James E. Messick, Jr. Dr. Henry S. Miller, Jr. Mrs. Barbara B. Millhouse Mr. and Mrs. James H. Millis, Jr. Mrs. Molly Millis-Hedgecock
Mr. and Mrs. Richard Stockton
Mr. and Mrs. Robert L. Quick
Ms. M. Louise Thomas
Mr. and Mrs. H. Chris Ramm
Mr. and Mrs. Stephen A. Thornton
Mr. and Mrs. James K. Reaves, Jr.
Mr. and Mrs. F. Nelson Tomlinson, Jr.
Mr. and Mrs. Harry Reavis
Dr. and Mrs. James F. Toole
Mr. and Mrs. Patrick Riazzi
Mrs. Louvenia Cox Tucker the winston-salem foundation annual report
Mr. William F. Womble Mr. and Mrs. H. C. Woodall, Jr. Mrs. Roma Lee Woosley Dr. and Mrs. Richard C. Worf Mr. and Mrs. Hal G. Worley Bryan and JoAnn Yates Mr. and Mrs. Karl F. Yena Mr. and Mrs. C. J. Young Dr. and Mrs. Douglas M. Young Mr. and Mrs. Yasser Youssef
funds and donors [50–51]
funds and donors
2010 Donors THE FOLLOWING two PAGES contain THE NAMES of those who made gifts to the Community Fund and Book of Memory in 2010. To review a list of
2010 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 Community 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.
benefactors ~ $2,500 - $4,999
Visionaries ~ $5,000 or more Mr. and Mrs. Frank M. Bell, Jr.
Estate of Forrest Vogler
Mr. Noel Lee Dunn
Mr. Charles R. Hemrick/Mrs. Norma Charles-Sink
Mr. and Mrs. Paul M. Wiles
Mr. and Mrs. John A. Taylor
The Senah C. & C. A. Kent Foundation
Mrs. Calder W. Womble
Estate of Rebecca Nisbit
Advocates ~ $1,000 - $2,499 Dr. David Albertson and Dr. Liz Albertson
Mr. and Mrs. George M. Cleland
Mrs. Harrell B. Hill
Mr. and Mrs. Lucian H. Neal
Mr. and Mrs. Dale E. Driscoll
Mrs. Rhonda A. Huff
Mr. John V. Pappas
Kate and Rick Streng
Mr. Frank E. Driscoll
Dr. and Mrs. Francis M. James III
Mr. and Mrs. Stephen F. Phelps
The Strickland Family Foundation
Mr. and Mrs. Barry Eisenberg
Mr. and Mrs. William B. Kay, Jr.
Mr. and Mrs. Henry M. Booke
Mr. and Mrs. Frank K. Lord III
Mr. Graydon Pleasants and Ms. Margaret Scales
Mr. and Mrs. F. Nelson Tomlinson, Jr.
Glenn Family Foundation Mr. and Mrs. Thomas O. Goodson
Mr. Richard O. Rogers III
Mr. Sam L. Booke, Jr.
Mr. and Mrs. F. Borden Hanes, Jr.
Grover C. and Jane C. McNair Charitable Foundation Trust
Mr. and Mrs. Andrew J. Schindler
Mr. and Mrs. John W. Burress III
Mr. and Mrs. Charles H. Hauser
Mr. and Mrs. John G. Medlin, Jr.
Ms. Ann Lewallen Spencer
Mr. and Mrs. F. Hudnall Christopher, Jr.
Mr. and Mrs. Richard D. Hensel
Mr. and Mrs. R. Frank Murphy
Dr. and Mrs. Elms L. Allen Mrs. Amy P. Barnhardt Mr. William G. Benton
Ms. Nancy S. Spencer
Ms. Susan B. Wall Mr. and Mrs. Arthur G. Weber
Supporters ~ $500 - $999 Mr. and Mrs. Thomas R. Adams
Mr. and Mrs. David L. Cotterill
Mr. and Mrs. Michael D. Gunter
Mr. and Mrs. Christoph Nostitz
Mr. and Mrs. Hans Wanders
Mr. and Mrs. John Appel
Mr. and Mrs. Richard N. Davis
Mr. and Mrs. James G. Hanes III
Mr. and Mrs. Ed Robins
Mr. and Mrs. Harden B. Wheeler, Jr.
Judge and Mrs. James A. Beaty, Jr.
Mr. and Mrs. Thomas S. Douglas III
Mr. William E. Hollan, Jr.
Mr. W. David Shannon
Mr. and Mrs. John W. Willingham
Mr. and Mrs. Graham F. Bennett
Mrs. Elaine D. Dowdell
Mr. and Mrs. G. Dudley Humphrey
Mr. and Mrs. H. Vernon Winters
Ms. Hedda Boker
Mr. and Mrs. Graham P. Dozier III
Mr. and Mrs. Edward W. Kelly, Jr.
Mr. Willis Slane and Dr. Caroline Chiles
Dr. and Mrs. Kenneth Carlson
Mr. and Mrs. Tom Gibbs
Mr. and Mrs. Stanhope A. Kelly
Mr. and Mrs. J. Todd Slate
Mr. M. Campbell Cawood
Mr. and Mrs. Murray C. Greason, Jr.
Mr. and Mrs. Douglas A. Knighten
Mr. and Mrs. G. Dee Smith
Greater Winston-Salem Chamber of Commerce
Mr. and Mrs. George C. Lautemann
Mr. and Mrs. Mark K. Tonnesen
Ms. Debbie Marshall
Dr. and Mrs. James F. Toole
Mrs. Barbara F. Chatham Mr. and Mrs. Ronald J. Clein
Mr. and Mrs. William F. Womble, Jr.
philanthropists ~ up to $500 Dr. Jon Abramson and Dr. Cynthia Lees
Mr. and Mrs. Melvin Drozen
Mr. John C. Jessup
Dr. and Mrs. Lewis H. Nelson III
Mr. William P. Steele
Dr. and Mrs. David H. Allen
Mr. and Mrs. Carl A. Dull, Jr.
Mr. and Mrs. Douglas S. Jones
Mrs. Elizabeth D. Orr
Dr. Carol Strohecker
Dr. and Mrs. William Elesha
Dr. and Mrs. F. Whitney Jones
Mr. and Mrs. Charles C. Patton
Mrs. William C. Thacker
Mrs. Aurelia Eller
Mr. and Mrs. Milbourne L. Joye, Jr.
Dr. and Mrs. V. Paul Pauca
Mr. and Mrs. Ben W. Thomason, Jr.
Dr. and Mrs. Paolo Flezzani
Ms. Kay B. Justice
Ms. Brenda B. Penney
Ms. Ann M. Tillett
Ms. Lori Fuller
Dr. and Mrs. Frederic Kahl
Mr. and Mrs. Clifford W. Perry, Jr.
Ms. Elizabeth C. Treadway
Ms. Cici Fulton
Ms. Sherry A. Kellett
Mrs. Clifford W. Perry
Mr. and Mrs. Erling S. Tronnes
Ms. Kathryn W. Garner
Mr. and Mrs. William A. Knott
Mrs. Helen S. Peterson
Mrs. Charles F. Vance, Jr.
Mr. and Mrs. James E. Gay III
Mr. and Mrs. Charles W. Kraft
Mr. and Mrs. L. Gordon Pfefferkorn, Jr.
Mr. and Mrs. Stuart F. Vaughn
Mr. and Mrs. Robert J. Gfeller, Jr.
Ms. Jo Ann Kyslinger
Ms. Susan Pfefferkorn
Walnut Cove Colored School
Mr. William A. Goodson, Jr.
Mr. and Mrs. Thomas W. Lambeth
Pine Hall Brick Company
Ms. Katherine M. Ward
Mr. and Mrs. James Conrad Graham
Mrs. Lucy S. Lancaster
Mr. and Mrs. C. Edward Pleasants
Martha Wellman
Mr. Jonathan D. Halsey
Mrs. Henry C. Lauerman
Mr. and Mrs. Cliff Purcell
Mr. and Mrs. David C. Wesson
Mr. and Mrs. James A. Hancock, Jr.
Mr. and Mrs. B. Thomas Lawson, Jr.
Mr. and Mrs. Emery L. Rann III
Mrs. Robert P. Whaling
Ms. Sally Dudley Harper
Mr. and Mrs. W. Randolph Loftis, Jr.
Dr. and Mrs. C. Fredrick Reid
Mr. and Mrs. John C. Whitaker, Jr.
Mr. and Mrs. John Harrison
Mr. John H. Loughridge, Jr.
Mr. Clay V. Ring, Jr.
Mr. and Mrs. Scott F. Wierman
Mr. and Mrs. Dennis G. Hatchell
Mr. and Mrs. John F. Lynch III
Ms. Margaret S. Roark
Mr. and Mrs. Joseph C. Hedgpeth II
Mr. and Mrs. John Mauceri
Ms. Daisy Rodriguez
J. Tracy Wilkerson and Barbara M. Wilkerson
Ms. Martha M. Higginbotham
Ms. Carolyn McBride
Mrs. Walter Roufail
Mr. and Mrs. John G. Williard
Mr. James C. Hill, Jr.
Dr. James A. McCool
Ms. Dee Ann Sanders
Mrs. Francis F. Willingham
Mrs. Cynthia P. Hine
Dr. W. Frederick McGuirt
Mr. and Mrs. J. Robert Sanders, Jr.
Mr. and Mrs. Ben S. Willis, Jr. Mr. and Mrs. H. Norton Willis
Mr. and Mrs. Miller Allen Dr. and Mrs. Philip R. Aronson Mr. Dan W. Austell, Jr. Ms. Ann Baker Mr. and Mrs. Charles S. Baldwin III Mr. and Mrs. H. Grady Barnhill, Jr. Dr. and Mrs. Cyrus W. Bazemore, Jr. Dr. and Mrs. Frederick A. Blount Mr. and Mrs. Edwin E. Bouldin, Jr. Dr. and Mrs. Edwyn T. Bowen, Jr. Dr. J. David Branch Mr. William C. Brown Mr. Coy C. Carpenter, Jr. Ms. Jo Ellen Carson Ms. Daisy R. Chambers Mr. and Mrs. Harris F. Clein Mr. and Mrs. William Cook Mr. and Mrs. E. Ray Cope Mr. and Mrs. James H. Corrigan, Jr. Mr. Gregory A. Cox Mr. and Mrs. O. Roane Cross, Jr. Mr. and Mrs. Richard M. Crowder, Jr. Mrs. Viola H. Crump Mr. Kerry G. Crutchfield Ms. LaRue P. Cunningham Dr. Courtland H. Davis, Jr. Mr. and Mrs. John W. Davis III Mr. and Mrs. Roy W. Davis, Jr. Mr. and Mrs. William A. Davis II Ms. Rebecca M. Deaton
Mr. and Mrs. John B. McKinnon
Mr. and Mrs. W. P. Sandridge, Jr.
Mr. Robert H. Holliday, Jr.
Mr. and Mrs. John E. Mickey
Mr. and Mrs. William Shaw
Mr. and Mrs. J. D. Wilson, Jr.
Dr. and Mrs. Robert Holmes
Dr. Henry S. Miller, Jr.
Mr. and Mrs. Richard G. Simpson
Mr. and Mrs. M. Powell Winstead
Ms. Jane Milner
Mrs. Vernon H. Smith
Mr. John G. Wolfe III
Mrs. Frances R. Huber
Mr. and Mrs. N. W. Mitchell, Jr.
Ms. Dee E. Smitherman
Mr. and Mrs. James E. Yarbrough, Jr.
Mrs. Jacqueline S. Hunt
Mrs. Clayton Moore, Jr.
Ms. Louisa J. Sohmer
Mrs. Karl F. Yena
Morgan Stanley Smith Barney
Mr. and Mrs. Frederick P. Spach
Mr. Ralph W. Yokeley
Immedia Print
Mr. Thomas C. Munden
Mr. and Mrs. R. Arthur Spaugh
Mr. and Mrs. Nick G. Zegrea
Mr. and Mrs. James M. Iseman, Jr.
Mr. and Mrs. William R. Myers
Mr. and Mrs. John E. Stack, Jr.
Dr. and Mrs. Ali Jarrahi
NC Victim Assistance Network
Mr. and Mrs. Gordon W. Jenkins
Mr. and Mrs. Dillon Neaves
St. Benedict the Moor Catholic Church
Mrs. William F. Hohman
Mrs. E. R. Howard
Edy Hurdle Consulting, Inc.
the winston-salem foundation annual report
funds and donors [52–53]
financial overview
Financial overview Combined Statements of Assets, Liabilities, and Net Assets (Modified Cash Basis) Dec. 31, 2010 and 2009 ASSETS Cash and cash equivalents Securities
2010
2009
$28,583,494
$12,474,288
179,881,488
171,170,824
1,028,366
993,819
Receivables: Student loans Notes
20,033
30,033
16,354,493
15,848,930
Assets held in trust – real estate
4,208,211
4,558,212
Building, improvements and equipment
1,044,179
1,039,592
36,862,790
38,138,577
Investment in partnerships
Split interest assets held in trust (Note 1) Other assets TOTAL ASSETS
792,309
670,712
$268,775,363
$244,924,987
LIABILITIES AND NET ASSETS LIABILITIES: Amounts withheld from employees Agency deposits Split interest assets held in trust (Note 1)
$10,119
$8,372
16,667,678
17,395,541
36,862,790
38,138,577
53,540,587
55,542,490
Discretionary
28,781,938
24,276,258
Field of interest
26,322,648
23,559,781
16,856,414
14,323,064
Total liabilities UNRESTRICTED NET ASSETS:
Scholarship Student loan Donor advised
1,416,408
1,525,896
80,109,968
71,872,727
Donor designated
58,147,812
49,378,493
Real estate
4,378,452
4,566,791
Administrative
(778,864)
(120,513)
215,234,776
189,382,497
$268,775,363
$244,924,987
Total net assets 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 $24,341,829 and $26,835,426 as of December 31, 2010 and 2009, respectively. Note 2: Unpaid grant commitments from endowed funds approved by The Winston-Salem Foundation Committee amounted to $1,967,924 and $1,759,755 as of December 31, 2010 and 2009, respectively.
Combined Statements of receipts, disbursements, and changes in Net Assets (Modified Cash Basis) years ended Dec. 31, 2010 and 2009 change in net ASSETS
2010
2009
$26,899,698
$17,143,146
3,912,901
3,752,475
RECEIPTS: Donations and bequests Interest, dividends, and other investment income Fees assessed on agency deposits
101,096
87,243
Other receipts
152,741
205,145
Total receipts
31,066,436
21,188,009
18,293,767
17,098,233
2,627,991
2,436,620
596,235
546,433
DISBURSEMENTS: Grants Executive office operations Trustee banks’ and investment management fees Brokerage fees
42,742
22,632
Other disbursements
328,633
246,902
Total disbursements
21,889,368
20,350,820
RECEIPTS OVER DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS
9,177,068
837,189
NET REALIZED AND UNREALIZED GAINS
16,675,211
26,422,819
25,852,279
27,260,008
INCREASE IN NET ASSETS NET ASSETS Beginning of year
$189,382,497
$162,122,489
End of year
$215,234,776
$189,382,497
These financials represent information for The Winston-Salem Foundation only and 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 2010 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.
the winston-salem foundation annual report
fi n a n cial O v e r v i e w [ 5 4 – 5 5 ]
committees
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.
Kay Lord
J. Andrews Hancock
Paul M. Wiles
Peggy Carter
Chair
Vice Chair
Treasurer
Secretary
Retired Executive Director and Chief Executive Officer Habitat for Humanity of Forsyth County
President Frank L. Blum Construction Company
President and Chief Executive Officer Novant Health
Vice President Forsyth Medical Center Foundation
Simpson “Skip” O. Brown, Jr. President – Triad Region First Community Bank
Lynn Brenner Eisenberg Community Volunteer
tommy hickman Senior Vice President – Operations R.J. Reynolds Tobacco Company
stan kelly Regional President, Carolinas Community Banking Wells Fargo Private Bank
M. Carlyle Kinlaw, Jr., CFA Retired Senior Vice President Bank of America
Davida W. Martin Forsyth County Attorney
Janet P. Wheeler Retired Vice President R .J. Reynolds Tobacco Company
cynthia a. williams Chief Corporate Communications Officer BB&T Corporation
H. Vernon Winters Retired Chief Investment Officer Mellon Financial Corporation
supporting Committees 2011 Asset Development Committee
Michael J. Fisher, Chair
Susan W. Mann
Napoleon Richardson
J. David Branch
Deborah S. Marshall
Amy K. Smith
Skip Brown
Ward B. Miller
Kimberly H. Stogner
John W. Burress, III
Timothy R. Moore
Michael A. Trawick
Black Philanthropy initiative 2011 Advisory Committee
Lynn Eisenberg
C. Edward Pleasants, Jr.
Randall Tuttle
Rev. Donald Jenkins, Chair
Andrea Jenkins
Gordon W. Jenkins
James K. Reaves, Jr.
Philip R. S. Waugh
Dr. Betty Alexander
Chris Leak
Susan G. King
Anna Reilly
Alison Ashe-Card
Paula McCoy
Greg Brewer
Corena Norris-McCluney
Tony Burton
Napoleon Richardson, Jr.
2011 Student Aid Committee
Betty Acey Alexander
Andrea Hulighan
Jane Suitt
Florence Corpening
Lydell Thompson
Mary Ellen Candillo
Lamar Joyner
Linda Tilley
RaVonda Dalton-Rann
Shannon Thompson
John Candillo
Carolyn Matthews
Paula Turner
Lynne Fuller-Andrews
Dr. Lelia Vickers
Algenon Cash
George McLendon
Becki Vanderklok
Gwenn Clements
Richard Gray Mock
Teresa White
Ernie Copenhaver
Janet Mullins
Nancy Wilson
Youth Grantmakers in Action 2010-2011 Participants
James Gallaher
Patricia Norris
Malishai Woodbury
Chase Beason
MacKenzie Kiger
Philip Grande
Kent Raymond
Karl F. Yena
Jamilla Benton
Ying Lin
Carolyn Gray
Daisy Rodriguez
Nancy Young
Taylor Cook
John Lineberger
Eddie Hernandez
Larry Stephenson
Samantha Creasy
Sofia Lyons
Erin Fulp
Kimberly Mayes
Treyaun Fulton
Leslie Rainey
Rachel Glock
Chris Snowden
The Women’s Fund of Winston-Salem 2011 Board of Directors
Mary Jamis, Chair
Michelle Cook
Lisa Purcell
Hannah Harris
Dezquan Wilkins
Allison Brashear, MD,
Tonya Deem
Karen Pranikoff
Tommy Healy
Carly Wolberg
Sharee Fowler
Claudia Zorn Schaefer
Tiara Jones
Holly Marion, Secretary
Sarah Holthouser
Renee Taylor
Lelia Vickers, Treasurer
Jane Martin
Mary Craig Tennille
Florence Corpening
Susan McBurney
Ashley Vogel
Vice-Chair
the winston-salem foundation annual report
c o m m itt e e s [ 5 6 – 5 7 ]
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 Hulighan — Program Officer Sandra Fishel-Booth — Program Officer Brittney Gaspari — Director, Grants Tari Hanneman — Director, Women’s Fund PHILANTHROPIC SERVICES
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
Seated (from left) – Michael Clements, Scott Wierman, Leila Warren First row – Andrea Hulighan, 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 Third row – Brittney Gaspari, Dee Smitherman, Tari Hanneman, Jo Ann Kyslinger, David Gore Fourth row – Carolyn McBride, Sandra Fishel-Booth, Jonathan Halsey
Design: M Creative | Photography: Christine Rucker, Adam Sikora | Printing: Hutchison Allgood | Story Writing: Kathy Norcross Watts The inside pages of this annual report contain fiber sourced from well-managed forests.
[ 5 8 ] overvie w
the winston-salem foundation annual report
Scan the QR Code with your smart device to join us on Facebook
The Winston-Salem Foundation is dedicated to growing leadership in our community. Recognizing that our success in this is ultimately measured by its sustainability, we are committed to creating a cooperative and creative environment that fosters generosity, inclusion, integrity, and excellence so that new leaders can work together on behalf of this great community.
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
Confirmed in Compliance with National Standards for U.S. Community Foundations