OUR
THE WINSTON-SALEM FOUNDATION
COMMUNITY OUR CONNECTING
2015 REPORT TO THE COMMUNITY | 2014 ANNUAL REPORT
OUR
COMMUNITY CONNECTING
Human connections are the essential fabric of our community. They weave a living tapestry of ideas, actions, and relationships, bonding us together and strengthening our shared purpose.
The Winston-Salem Foundation is here to connect and support visionary people who are committed to shaping and realizing a better community for us all. Whether working with individuals, organizations, or grassroots groups, we’re here to build bridges among generous and resourceful people as they help create the strongest, healthiest, and most enlightened community possible. Throughout our community, you’ll see people of every background, rolling up their sleeves and giving their all to neighborhood projects, mission-focused community groups, and a variety of nonprofit endeavors. Whether they work collaboratively or independently, the impact of their collective generosity, commitment, and passion is forever woven throughout our community. The Foundation is proud to be a trusted bond between these powerful agents of change.
We thank all the visionary and hardworking people whose generous efforts have connected us over time and across generations to build a stronger community for all.
4
THE PEER PROJECT
6
YEAR IN REVIEW
14
STORIES OF COMMUNITY CONNECTING
32
GRANTS
42
FUNDS AND DONORS
70
FINANCIAL OVERVIEW
72
FOUNDATION COMMITTEES
74
STAFF AND FACILITY
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 – To 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.
[ 2] OUR COMMUNITY CONNECTING
the winston-salem foundation annual report
MESSAGE
TO THE COMMUNITY
COMMUNITY CONNECTIONS, COMMUNITY IMPACT
I
N 2014, THE FOUNDATION moved to its new address at
751 West Fourth Street, setting the stage for expanded leadership opportunities and unprecedented community connections. In addition to our increased visibility, we have been able to welcome more donors and community members, and an infinitely greater number of nonprofit and community groups. Thanks to the Burress Family Center for Philanthropy, we are now privileged to host local organizations as they work — often collaboratively — to build capacity, solve challenges, and strengthen opportunities. They have held more than 320 meetings, events, and training sessions here since we moved, and we welcome others to join them. In May, our Community Luncheon brought together 1,100 people to connect and learn. Keynote speaker John McKnight first visited us in the early 1990s; his work on asset-based thinking influenced our work in social capital and is deeply rooted in our grantmaking efforts. His message remains essential: all community members have valuable assets to offer, and when we identify and share their gifts and skills, we can create a stronger and more connected place to live. An exciting new example of our leadership work in the community is the Peer Project. Our 5-year, $2 million commitment will support professional development opportunities for all employees of Winston-Salem/ Forsyth County Schools. This is a close partnership with the school system, and we will pursue innovative and effective approaches to helping it achieve its goals by 2020. The Foundation’s efforts have been supported by many generous donors throughout the years, and perhaps their foresight can best be understood through the impactful stories that follow. Generations supporting future generations in ways that they could not have foreseen — it’s a powerful legacy, indeed. We hope you enjoy reading the stories in this report — and we remain encouraged and enthusiastic about the impact we can have, by continuing to build these connections throughout our community.
JANET P. WHEELER
SCOTT F. WIERMAN
Chair The Winston-Salem Foundation Committee
President The Winston-Salem Foundation
the winston-salem foundation annual report
OUR COMMUNITY CONNECTING
[3]
THE
PEER PROJECT
peer PROJ ECT ENGAGING EDUCATORS IN CONTINUOUS LEARNING
C
REATIVITY, INNOVATION, AND CONTINUOUS LEARNING are woven into the cultures of most successful
businesses, communities, and organizations. However, opportunities for this vital support have been limited in recent years for some of our greatest assets — educators in the Winston-Salem/ Forsyth County School (WS/FCS) System — due to tight budgets and funding cuts. Over the past year, a close collaboration developed between the school system and the Foundation to identify specific ways ENGAGING EDUCATORS IN that WS/FCS couldCONTINUOUS be supported toLEARNING achieve its stated goals:
The Peer Project was launched this past summer. It is a 5-year, $2 million commitment by the Foundation to support all WS/FCS employees with a broad range of professional development learning opportunities that will positively impact student success. The first Peer Project opportunity was announced at the August 2015 WS/FCS Collaborative Learning Conference, introducing grant opportunities for educators to incorporate and leverage what they had learned at the conference. Future programming will be planned and administered by the school system over the next five years in collaboration with the Foundation. Our educators deserve the resources — and the flexibility — to pursue learning, knowledge, and skills that will have the greatest impact on their students. By investing in a culture of continuous learning for educators, the Foundation is also investing in both students and in our community as a whole.
peer PROJ ECT
> By 2018, 90% graduation rate > By 2018, close the achievement gap by 10 percentage points
> By 2020, 90% of 3rd grade students reading on or above grade level
After much research, the school system identified that support for professional development and helping educators learn new techniques while implementing innovative approaches would go a long way toward boosting student achievement. To support this effort, The Winston-Salem Foundation and Winston-Salem/ Forsyth County Schools created the Peer Project.
[ 4] OUR COMMUNITY CONNECTING
WS/FCS Superintendent Dr. Beverly Emory and WSF President Scott Wierman
the winston-salem foundation annual report
THE
PEER PROJECT
ADDITIONAL WSF SUPPORT FOR EDUCATION: >C OMMUNITY GRANTS: over $350,000 granted
for WS/FCS programming in the past 10 years > FORSYTH COUNTY TEACHER GRANTS:
52 grants awarded in 2015, totaling almost $80,000 > COLLEGE SCHOLARSHIPS: over $930,000
awarded to local students in 2015-2016 school year
DID YOU KNOW? WS/FCS staff serve more than
54,000 K-12 students in
81 schools throughout Forsyth County.
the winston-salem foundation annual report
OUR COMMUNITY CONNECTING
[5]
YEAR IN REVIEW
2015
COMMUNITY LUNCHEON
O
VER 1,100 COMMUNITY MEMBERS gathered on May 6 at the Benton Convention Center for the Foundation’s 2015 Community Luncheon. The keynote speaker was John McKnight, co-director of the Asset-Based Community Development Institute and Professor Emeritus of Education and Social Policy at the Northwestern University Institute for Policy Research in Evanston, IL. McKnight’s remarks included thoughts on how the WinstonSalem community can make our neighborhoods stronger through asset-based thinking, as opposed to deficit-based thinking. He also stressed the importance of returning to a village-based approach as we seek to positively impact the crucial development of youth throughout our community.
[6] YEAR IN REVIEW
the winston-salem foundation annual report
Bookmarks, our local literary arts nonprofit, offered for sale McKnight’s book, The Abundant Community: Awakening the Power of Families and Neighborhoods for a special book signing after the luncheon. During the program, D.E. “Woody” Clinard was presented with the 2015 Winston-Salem Foundation Award, and four 2015 ECHO Award recipients were announced, including Books for Dudes, Jake Denton, Terry Hicks, and WinstonNet. Many thanks to the 80 generous table sponsors who graciously signed on to be Community Investors, Community Builders, and Community Supporters — their support allowed the Foundation to provide greater community access to the Luncheon. Mark your calendars for next year’s luncheon on Wednesday, May 4, 2016!
Scott Wierman, Janet Wheeler, and Keynote speaker John McKnight
the winston-salem foundation annual report
YEAR IN REVIEW
[7]
YEAR IN REVIEW
2015
AWARDS
THE WINSTON-SALEM FOUNDATION AWARD
T
HE WINSTON-SALEM FOUNDATION AWARD,
our highest honor, is given to 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 — particularly in the recent past. D.E. “Woody” Clinard, who was presented with this year’s award, is a tremendous example of someone who finds seeds of opportunity in our community and works collaboratively with others to support them. Woody is actively engaged in the community: tutoring children, getting projects started, attending teacher workshops, supporting fundraisers, and mentoring youth and adults alike. A native of Winston-Salem, Woody has also nurtured many community organizations and efforts over the years, especially
those supporting public education and Hispanic youth and their families. For more than 12 years he has served as a volunteer reading tutor through the Augustine Project, which is now known as ReadWS. Old Town Elementary School has also been positively impacted and revitalized because of Woody’s passionate interest and leadership. This award is selected by a committee comprised of Foundation representatives as well as the community-at-large. With this well-deserved recognition comes a $10,000 Foundation grant, which Woody designated to Bread for the World, El Buen Pastor Latino Community Services, CHANGE, Children of Vietnam, Forsyth Education Partnership, The Hispanic League, Interfaith Winston-Salem, Planned Parenthood of the Triad, the Augustine Project at ReadWS, and the World Relief for Anti-Human Trafficking program.
THE
T
Woody Clinard (center) with Foundation President Scott Wierman and Foundation Committee Chair Janet Wheeler
[8] YEAR IN REVIEW
the winston-salem foundation annual report
ECHO
AWARDS
HE FOUNDATION AND THE ECHO NETWORK jointly
present ECHO Awards to recipients who are creatively building bridging social capital by building relationships among diverse people, thus contributing to a safer, stronger, and more inclusive community. The ECHO Awards are selected by a committee representing the Foundation, the ECHO Network, and the community-at-large, and each recipient receives $1,000 to grant to a nonprofit organization of their choice. Congratulations to 2015 ECHO Award recipients Books for Dudes, Jake Denton, Terry Hicks, and WinstonNet for uniquely connecting people and building trust, and for making our community a better place for all.
2015
ECHO AWARD
RECIPIENTS
Jake Denton Jake is a volunteer/neighborhood community organizer and a “oneperson social capital machine” who lives out his values and builds trust among many.
Books for Dudes (accepted by Tom Wells) Forsyth County Public Library’s book club for men where diverse members come together to discuss their latest literary finds, personal stories, and thoughts on current events, resulting in close, trusting relationships.
Terry Hicks
WinstonNet (accepted by John Boehme) WinstonNet provides invaluable leadership on a broad range of issues related to technology in our community and bridges the technology gap by offering computer labs and online access to all.
Terry is a choral music teacher at R.J. Reynolds High School who has encouraged students to create lasting bonds across race, class, neighborhoods, religion, stereotypes, and even high school cliques by making music together.
the winston-salem foundation annual report
YEAR IN REVIEW
[9]
YEAR IN REVIEW
LEGACY SOCIETY DINNER
E
ACH FALL, THE FOUNDATION is honored to host its Legacy Society members with a dinner gathering that features speakers such as scholarship recipients, nonprofit staff and program participants, and community leaders. In 2014, the Legacy Society Dinner returned to Wake Forest Biotech Place in downtown’s dynamic Innovation Quarter. After a welcome from Foundation Committee Chair Janet Wheeler, fellow Foundation Committee member and Wake Forest Baptist’s Chief Executive Officer Dr. John McConnell welcomed the crowd of almost 250 to the impressive facility. In 2016, the Wake Forest School of Medicine will also occupy a renovated medical education building in the Innovation Quarter. The program continued with Dr. Beverly Emory, superintendent of Winston-Salem/Forsyth County Schools, who has collaborated Clifford Ong and Allison Brashear closely with the Foundation since
Biotech Place atrium was a stunning backdrop for the Legacy Society Dinner
[10] YEAR IN REVIEW
the winston-salem foundation annual report
her arrival in 2013. She shared her thoughts on the challenges, goals, and priorities that have been thoughtfully set out for the school system, which serves 54,000 students in 81 schools. Dr. Emory was followed by Foundation scholarship recipient and Salem College student Natasha Morales-Castellanos, with a moving introduction by Pat and Tommy Hickman her first grade teacher, Ann Parke Muller. Natasha credited her educational and extracurricular successes to the support of her family and her caring teachers. The Legacy Society honors individuals and couples who have established or added to permanent endowments in their lifetimes or who have made similar provisions through a charitable bequest or other planned gifts, thus contributing to the quality of life in our community, both now and in the future.
Liz Kelly, Molly Twine, and Gina Caudill
Nan and Dick Janeway
SCHOLARSHIP CELEBRATION
I
N JULY 2015, a wonderful crowd of 200 students, donors, guidance counselors, and Student Aid Committee volunteers gathered at Wake Forest University’s Bridger Field House to honor 2015-2016 Foundation scholarship recipients and the donors who made their scholarships possible. The breakfast also celebrated almost $1 million in student aid that was granted by the Foundation in the 2014-2015 school year!
Scholarship recipients Merritt Davis, Kathryn Watkins, Brandon Rogers, Kalila Sebille, Kimberly Dawson, and Evan Smith celebrate with Student Aid Committee volunteers Lindy Ellis and Teresa White (bottom right) and guidance counselor Maria Watkins (top right)
Program speakers Danielle Jameison (left center) and Bob Gfeller (far right) with Lisa Gfeller and Hunter Fleming
The breakfast program included moving insights from Bob Gfeller, whose family established the Matthew Alan Gfeller Memorial Scholarship in memory of their son Matthew. Scholarship recipient Vincent Patella and Dave Morgan, Bob’s insights representing the Harry C. Morgan Memorial Scholarship included the significance that the scholarship and philanthropy have made in his family’s journey, as well as additional information on how he is working to help bring awareness, prevention, and treatment of traumatic brain injuries in youth sports. Bob was followed by scholarship recipient Danielle Jameison, who received the Gfeller scholarship from 2011 to 2015. Danielle, a recent graduate of UNC-Chapel Hill, reflected on her college experiences and on her plans to attend the UNC School of Medicine in the fall of 2015.
WSF Committee Member Cynthia Williams with scholarship recipients Nicole Proctor, Claire Ebbitt, and Kim Korzen
Scholarship recipients Tammy Norwood, Eonna Norwood, and Derrick Horne
the winston-salem foundation annual report
YEAR IN REVIEW
[11]
YEAR IN REVIEW
BROADENING PHILANTHROPY
THE WOMEN’S FUND OF WINSTON-SALEM
T
HE WOMEN’S FUND dedicated its research this year to the
link between economic insecurity in our community and the prevalence of human trafficking. In April 2014, the Fund released its first local research brief on this topic, entitled Human Trafficking: Fighting the Hidden Crime of Modern-Day Slavery. The brief, which outlined the scope of human trafficking across the United States and in North Carolina, was developed to bring attention to human trafficking and to highlight local anti-trafficking efforts. In April, the Fund hosted a Social Change Exchange to facilitate conversation on this topic. The event featured a panel that included Monika Johnson Hostler, Executive Director of the North Carolina Coalition Against Sexual Assault; Natasha Robinson, Author and
Women’s Fund members enjoy the November luncheon
Anti-Trafficking Activist; and Elizabeth Jeter, Doctoral Candidate at the University of South Florida. The Fund awarded $105,000 in grants at its annual luncheon in November 2014 to eight local nonprofit organizations that address the economic security of women and girls in Forsyth County. In nine short years, the Fund has raised and awarded grants totaling $1.1 million, affecting positive change in an untold number of lives. The keynote speaker, Christy Respess, CEO of the YWCA of Winston-Salem, described the impact of The Women’s Fund grant they received to support their program, Girls, Inc. These 2014 grantee partners were recognized at the luncheon: Experiment in Self Reliance, Family Services, Griffith GO! Club, Horizons Residential Care Center, Hosanna House, Shepherd’s Center of Winston-Salem, Smart Start, and The Shalom Project. For more information on The Women’s Fund, visit www.womensfundws.org. 2014 grant recipients Griffith GO! Club at the November luncheon
[12] YEAR IN REVIEW
the winston-salem foundation annual report
Dr. Charlie Shaw, Denise Jenkins, and Rev. Donald Jenkins at the June donor appreciation event.
BLACK PHILANTHROPY
INITIATIVE
T
HE BLACK PHILANTHROPY INITIATIVE (BPI) builds philanthropic relationships and supports issues that impact the African-American community, with a special focus on education, financial literacy, and parenting and life skills training. In October 2014, BPI hosted Strengthening Our Legacy: A Celebration of
Black Philanthropy at the Enterprise Center. Over 120 community members attended, and Nigel Alston served as the program emcee. Remarks were made by past BPI grant recipients Tanya Ford from Winston-Salem State University’s Girls Empowered by Math and Science program and Barbara Johnson from Experiment in Self Reliance’s New Century Individual Development Account program. Also announced was the creation of the Bass Society to honor BPI donors of $1,000 or more. In March 2015, at a breakfast event at Experiment in Self Reliance, BPI presented three organizations with $5,000 each in grants: E-Girls for the Empowering Girls in Real Life Situations program, Experiment in Self Reliance for the New Century Individual Development Account program, and the School Health Alliance for Forsyth County for a behavioral treatment project at Ashley Elementary School. A donor appreciation event was held in June 2015 at the Foundation’s new facility, including comments from Committee Members Alison AsheCard, Roger Hyman, Paula McCoy, and Charlie Shaw. BPI was formed to celebrate and encourage philanthropy in the black community; over the course of the past seven years, it has provided over $128,200 in grants to local organizations. For more information on BPI, go to the “Community Leadership” section of www.wsfoundation.org.
YOUTH GRANTMAKERS IN ACTION
T
HIS DIVERSE GROUP of teenage grantmakers attended 12 differ-
ent area high schools in the 2014-2015 school year. YGA members had many opportunities for learning and fellowship, including an August retreat and participation at the 2014 NC Youth Giving Summit in November, which drew youth grantmakers from across the state and provided leadership and networking opportunities. By the end of the school year, YGA members developed grant guidelines, solicited grant proposals, and made grants to a record number of youth-led projects in Forsyth County. YGA hosted its annual celebration event in April 2015 at the Foundation’s offices. YGA announced four grants totaling $2,010 to projects where Forsyth County youth can come together to make a difference in our community. Grant recipients included: Habitat for Humanity’s Youth United, for a Battle of the Bands competition to raise money for the construction of a Habitat house; Students Making a Right Turn (S.M.A.R.T.), to host a youth fashion show; The THETA Awards and
Scholarship Fund, for high school theatre awards and to raise scholarship funds for a theatre summer enrichment program; and YGA members and their 2015 grantees at the April celebration Winston-Salem Youth Advisory Council, to create public service announcements addressing social media, labeling, and healthy choices as a way to discourage bullying. YGA’s grants are funded through the Foundation’s Youth Philanthropy Initiative Fund; the endowment fund grows each year through YGA participants’ fundraising, as well as by donor contributions. For more information, go to www.youthgrantmakersinaction.org. the winston-salem foundation annual report
YEAR IN REVIEW
[13]
COMMUNITY CONNECTING
OUR
A
S THE FOUNDATION collaborates with individuals and groups throughout the community, we often
marvel at how connections that are built and sustained over time can become a unifying power for the greater good. Whether it is a charitable fund established 50 years ago that is now supporting organizations and programs that didn’t then exist, or a scholarship that is supporting up to 10 graduate students in the arts each year, these philanthropic legacies are very much alive and will continue to evolve over the years.
On the pages that follow, we highlight just a small sampling of the many stories that show the power inherent in our community connecting — both within and across generations — and we look forward to building many more meaningful and purposeful connections in 2016.
DONOR: PATSY SEAWELL
SCHOLARSHIP RECIPIENT: ROBERT MATTHEWS
GRANTEE: BOOKMARKS
DONOR: BESS GRAY PLUMLY
GRANTEE: SOUTHSIDE UNITED HEALTH CENTER
the winston-salem foundation annual report
DONORS: PENNY AND LIBBY BOOKE
TEACHER GRANT RECIPIENT: BRAD RHEW
OUR COMMUNITY CONNECTING
[14-15]
D O NO R
PATSY SEAWELL
“It’s amazing to see what the funds have done so far. To be able to make such a difference — it is just what Patsy wanted.”
NEXT: ROBERT MATTHEWS is a pianist, singer, and choral instructor. In 2014 and 2015, he received a scholarship from the SAMUEL GRIFFIN SEAWELL AND PATSY MOORE SEAWELL MEMORIAL SCHOLARSHIP FUND to support his graduate studies at Salem College, allowing him to pursue his dream of becoming a professional pianist. LEARN MORE >
T
HE CONCERT WAS PLANNED — just a small event at the Reynolds Homestead in the mountains
of Virginia. And Patsy Seawell, age 69, “spent hours practicing, every single day, to get it right,” recalled her friend, Beth Fenimore. Patsy was excited to be giving a performance at this special place she often visited near the small home where she spent many summers. She was a disciplined pianist, and she had high expectations of herself. “She was very determined once she put her mind to something,” said Beth, with a smile. Beth was at that performance in 2002, supporting a friendship that had emerged from a business relationship. Beth is a financial advisor with Morgan Stanley, and Patsy was her client at the time. Over the years, Beth learned of Patsy’s love for music, her passion for teaching, and her post-retirement interest (and skill) in watercolor painting. Patsy played piano most of her life. She studied music at Virginia Intermont College, Salem College, and the University of North Carolina at Greensboro, where she obtained a master’s degree in music with a concentration in piano. She was an assistant professor of music at High Point College from 1966 to 1980. Patsy was married to George Taylor May, who died in 1977, and later to Samuel Griffin Seawell, who died in 2000. When she inherited stock unexpectedly — and valued at more than she realized — Patsy turned to Beth. How could she share her resources in a way that would have meaningful impact? Beth suggested working with The Winston-Salem Foundation, which excited Patsy because she had received a student loan from the Foundation to help pay for her graduate studies decades before. “Thinking back to that loan, she told me it really changed her life,” said Beth.
That led to an idea: Patsy could create a scholarship fund to support musicians, artists, and arts educators in achieving their goals. She could support future artists just as she had been supported. Patsy’s musings about her dreams set in motion the Samuel Griffin Seawell and Patsy Moore Seawell Memorial Scholarship to support students pursuing graduate studies in music or arts-related fields in the Piedmont Triad. Sadly, Patsy did not live to meet her scholarship recipients; she died suddenly in 2008 as the scholarship process was just being put in place. Beth, however, carries on Patsy’s legacy by meeting Seawell scholarship recipients at the Foundation’s annual scholarship breakfast. “Patsy would have loved meeting the students,” Beth said. “She would be so proud of their high level of talent and dedication.” In just a few years, the scholarship has achieved exactly what Patsy wanted — giving intentionally, supporting the arts, and educating future generations. “It’s amazing to see what the funds have done so far. To be able to make such a difference — it is just what Patsy wanted.” THE SAMUEL GRIFFIN SEAWELL AND PATSY MOORE SEAWELL MEMORIAL SCHOLARSHIP, which was established in 2008, is a $5,000 award for students pursuing graduate studies in music- or arts-related disciplines at institutes of higher learning in the Piedmont Triad region. As many as 10 scholarships are awarded each year.
the winston-salem foundation annual report
OUR COMMUNITY CONNECTING
[16-17]
S TUD E N T A I D
ROBERT MATTHEWS
“I was at a place in my life to make a change, but it is hard to do. This scholarship is allowing me to make this mid-stream switch.”
R
OBERT MATTHEWS is a pianist, singer, and choral conductor. He’s also a performer, student,
and teacher.
A North Carolina native, Robert began playing piano at the age of 11. He received a bachelor’s degree in piano performance and music education and a master’s degree in music education from Appalachian State University. While at ASU, Robert spent a summer as a piano student at the American Conservatory in Fontainebleau, France. With an eye toward teaching, he earned a doctorate in choral conducting from the University of North Carolina at Greensboro. Robert taught high school for eight years at North Wilkes High and Greensboro Day School before becoming Assistant Professor of Music and Director of Choral and Vocal Studies at Emory & Henry College in Virginia for four years. But piano remained his passion. “All along, piano was the elephant in the room. I can conduct, but my heart was with piano,” he said. “I decided I needed to make it work.” Robert moved to Winston-Salem with a clear goal to pursue a career as a professional pianist. He received a Samuel Griffin Seawell and Patsy Moore Seawell Memorial Scholarship in 2014 and 2015 to study with Barbara Lister-Sink, a renowned and innovative piano instructor at Salem College. “When I learned about the scholarship, it seemed tailor-made for me,” said Robert. Working with Lister-Sink, Robert is re-learning technique with the goal of playing increasingly complex music with greater ease and without injury. Robert’s dedication to and enthusiasm for his new path is obvious as he talks about his classes and his fellow students, who have become like a family to him. He happily demonstrates how Lister-Sink’s approach has changed his technique and enhanced his talent. When he completes his professional certification in the
Injury-Preventive Keyboard Technique, Robert will be prepared for the career he knows he was meant to pursue. Financial support from the Foundation allows him to devote the many hours needed each week to classes and practice, while working part-time as Music Associate at St. Timothy’s Episcopal Church. He teaches piano to a few young students as well. “I was at a place in my life to make a change, but it is hard to do. This scholarship is allowing me to make this mid-stream switch.” Thinking about the Seawell scholarship, Robert reflected on the support he has had at key points to pursue his love of piano. He noted that many people make a difference in our lives, whether they know it or not. They offer experiences, open doors, and give us courage. “My teacher in middle school and high school, Mr. Israel, instilled this dream in me. Mrs. Seawell, the Foundation, and Barbara ListerSink are helping me to fulfill this dream. It’s a huge gift.”
ROBERT MATTHEWS received the Samuel Griffin Seawell and Patsy Moore Seawell Memorial Scholarship in 2014 and 2015. Established in 2008, it provides a $5,000 award for students who will pursue post-graduate studies in music- or arts-related disciplines at institutes of higher learning in the Piedmont Triad. Robert is enrolled in the Professional Certificate Program in Injury-Preventive Keyboard Technique at Salem College. Left: Beth Fenimore and Robert Matthews
the winston-salem foundation annual report
OUR COMMUNITY CONNECTING
[18-19]
CO M M UN ITY GR A N TS
BOOKMARKS
“We love our Authors in Schools program. It is amazing to see these students respond to books and writers.”
B
OOKMARKS IS KNOWN AMONG WRITERS AND READERS for its annual book festival and
the high-profile authors it brings to the city. But the nonprofit’s work goes much deeper, promoting literacy and the love of books throughout the year. Fueled by a cadre of dedicated volunteers, this nonprofit has presented the annual Bookmarks Festival of Books and Authors since 2004. Hundreds of authors, including Julia Alvarez, Rita Mae Brown, Michael Chabon, Billy Collins, and Rachel Renee Russell, have come to Winston-Salem over the years for readings, booksignings, and discussions. The Festival, which is now held across six venues in downtown Winston-Salem on the Saturday following Labor Day, has expanded to include ticketed special events with authors on Thursday and Friday. James Patterson and David Baldacci have been past keynote speakers kicking off the Festival. In 2015, the 11th anniversary Festival featured 40 authors, attracted 15,000 attendees from 15 states, and sold more than 3,000 books. “The people who come love it; our job is to continue to bring in really stellar authors,” said Ginger Hendricks, executive director. Both the Festival and Winston-Salem are popular with the authors as a result of the attention to detail and hospitality they are shown. “Plus, we allow time for authors to talk to each other — they don’t often get a chance to do that,” added Jamie Rogers Southern, operations director. “Authors really get a lot out of it.” While the Festival itself remains front-and-center for Bookmarks, reaching young readers and writers is also a priority. It piloted its first summer reading program for K-12 students this past summer. Through its Authors in Schools initiative, Bookmarks connects students with writers to promote reading, writing, and storytelling. Each year the program reaches 5,500 students in more than 30 schools in Forsyth and surrounding counties. “We love our Authors in Schools program. It is amazing to see these students respond to books and writers,” said Ginger. “We would love to expand our capacity further and see that grow.” Left: Children’s book author Barbara Joosse reads to students at Brunson Elementary School
Bookmarks also holds Author Talks and other special events, many in collaboration with community organizations. Bookmarks has ventured into the bookselling business, too. It is the only book festival organizer in the country that directly manages book sales for its event. Bookmarks handles special orders for book clubs, community groups, individuals, and businesses year-round. Plus, anyone can shop the bookshelf at Coffee Park ARTS inside the Milton Rhodes Center for the Arts, where Bookmarks has an office. Book sales — including creating an online store — have great potential to support Bookmarks’ overall mission in the long term, according to Ginger. “We’re able to order directly from publishers, so any money we earn with book sales can go right back into our programming.” Bookmarks will continue to evolve as part of a vision to give the literary arts a bigger stage in the City of Arts and Innovation, Ginger continued. “Literature is the third pillar of the arts, alongside performing and visual arts,” she said. “It is extremely important to give the literary arts a visible, valued place in our community.” BOOKMARKS began as a project of the Junior League of Winston-Salem in 2000. The first Bookmarks Festival of Books and Authors was held in 2004, and Bookmarks became an independent nonprofit in 2006. Bookmarks now presents the largest annual book festival in the Carolinas. The organization also creates energy and excitement around reading through author events, school visits, book donations and sales, and community engagement opportunities. In 2013, the Foundation began three years of Community Grant funding totaling $62,000 to support the expansion of its executive director and operations director positions.
the winston-salem foundation annual report
OUR COMMUNITY CONNECTING
[20-21]
DO N OR
BESS GRAY PLUMLY
Bess Gray Plumly’s legacy and commitment to our community has continued for 50 years.
NEXT: BESS GRAY PLUMLY’s unrestricted fund has supported Community Grants to NEIGHBORS FOR BETTER NEIGHBORHOODS, which in turn has provided vital community organizing and leadership support to Southside United Health Center. LEARN MORE >
“F
IRST THINGS FIRST,” Mrs. Bess Gray Plumly would often say. And for her, “first things” were
always church, family, and community.
Born in a house on Main Street in 1879, Winston was home for Bess. She raised a family, cared for grandchildren, and shaped many local institutions through volunteering and leadership. At age 11, Bess joined Centenary United Methodist Church. As an adult, she served on numerous committees, always stepping up — or giving behind-the-scenes support — as needed. She taught a women’s Sunday school class for decades and was often the first to welcome a newcomer to the church. She married Charles E. Plumly in 1902, and while living in Pennsylvania, they had two daughters and two sons, one who lived only 10 months. Returning home in 1911, she raised the children in a house on West End Boulevard. Years later, with characteristic energy and determination, she traveled to England to ensure her married daughter and her granddaughter — just three weeks old — would return home safely as World War II was brewing in Europe. The four sailed on the last ship to cross from England just weeks before war was declared in 1939. As part of the Gray family — and of a generation that would become known in the community for its leadership, business achievements, and philanthropy — Bess held fast to family ties, but she also forged her own path. She poured herself fully into community life, contributing her ideas, time, and resources to numerous groups including the Red Cross, the Twin City Hospital Commission, the Community Chest, and the YWCA. She was the first commissioner of the local Girl Scouts council and led the organization through its early years of growth. Through it all, Bess still found time to enjoy herself, often hosting a house full of visitors or spending time with friends.
Fifty years ago, her legacy was solidified beyond those who knew her. She died in 1963, and two years later the Bess Gray Plumly Fund was established at The Winston-Salem Foundation. Her bequest was generous and provided a substantial increase to the Foundation’s total assets at the time. It was also generous in spirit because it created an unrestricted fund that allows the Foundation to meet changing opportunities in the community over time through grantmaking. True to that purpose, the Fund has supported numerous, varied organizations, including Second Harvest Food Bank, YWCA of Winston-Salem/Forsyth County, Imprints, Legal Aid of North Carolina, Samaritan Ministries, and Neighbors for Better Neighborhoods, just to name a few. Bess Gray Plumly’s spirit of giving back to the community has continued for 50 years. While Bess could not have imagined Winston-Salem as it is today, her family agrees that her generosity was well-placed. Through her fund, Bess will continue to make a positive difference in the lives of children, families, and neighborhoods in the place she was proud to call home. THE BESS GRAY PLUMLY FUND, an unrestricted fund, was established in 1965 by bequest for general charitable purposes of the Foundation. Mrs. Plumly’s gift continues to demonstrate her trust in the Foundation to determine how her resources can best impact the community over time.
the winston-salem foundation annual report
OUR COMMUNITY CONNECTING
[22-23]
C OM MU N I T Y G R A N T S
SOUTHSIDE UNITED HEALTH CENTER
“What led to the success of Southside so far is the collaborative nature of the process — reaching out, building relationships.”
E
LEVEN YEARS AGO, a group of neighbors started down an uncertain path. That journey
resulted in the creation of Southside United Health Center, securing healthcare access for thousands, and creating positive change in their community. It began with about 60 people from several neighborhoods in the Southside area of Winston-Salem. They had been meeting to work on shared community concerns, with organizing support from local nonprofit NEIGHBORS FOR BETTER NEIGHBORHOODS. The lack of accessible, quality, affordable healthcare was frontand-center, but the challenge seemed too big at first. Still, they were determined to find a way. At the same time, members of the established medical community were deeply concerned about medically under-served areas, knowing that access to healthcare was not balanced throughout the region. The idea of creating a Federally Qualified Healthcare Center (FQHC) was introduced to the Southside group. An FQHC is a type of medical center that is given support by the federal government to fill gaps in the country’s healthcare infrastructure. Establishing an FQHC is a long and competitive process, but the designation comes with significant federal dollars to invest in health outcomes. Several members of the neighborhood group volunteered to learn more about the FQHC process. The volunteers sought funding, advisors, and partners. They established Southside as a nonprofit organization in 2004. They applied for FQHC status twice — and were turned down twice. The clinic opened on Waughtown Street in 2009, and finally, in 2012, Southside earned the coveted FQHC designation on the third try. The process took a clear vision, collaboration, and perseverance. “The community board members were just fantastic,” said Dr. Richard Lord, who worked closely with the neighborhood group to get Southside going. He is now Medical Director of Southside as well as Director of Maternal and Child Health with Wake Forest School of Medicine.
“Some things we got right, some things we didn’t, and the board, the community, and NBN stuck with it,” Dr. Lord recalled. “Each time there was a setback, we would all regroup and reassess.” For instance, the board needed to change its approach when Southside did not initially receive FQHC status. The priority was to get a clinic open, so alternative funding was sought. A grant of $75,000 from The Winston-Salem Foundation was pivotal at that time, helping Southside United Health Center go from an idea to a reality. “The Winston-Salem Foundation was the first to take a risk to get us up and going,” said Dr. Lord. “Without that initial grant from the Foundation, we could not have moved forward.” With that first start-up grant in hand, Southside’s prospects were strengthened and it was able to seek grants from other local and state funders. Collaboration increased with Wake Forest School of Medicine and Winston-Salem State University School of Health Sciences. The Foundation, too, has contributed additional funds through grants at key points for further capacity building. Today, Southside is an established presence in the community. Last year, the practice saw 4,000 patients with 8,000 visits, reflecting a diverse population and a wide range of health care services. The Southside staff is driven by a patient-centered culture and a desire to be a caring and trusted medical home. Respect and appreciation flow across doctor/patient boundaries and differences. Of course, challenges remain. Capacity for seeing patients is limited. The business aspects of running a healthcare organization are complex. Some patients have medical insurance; others are uninsured or have Medicaid coverage; all pay a small fee for each visit. Yet, the collaborative culture, ingenuity, and perseverance that led to its creation years ago remain strong in Southside today,
Left: Dr. Richard Lord examines a Southside patient. the winston-salem foundation annual report
OUR COMMUNITY CONNECTING
[24-25]
according to CEO LaShun Huntley, who was hired in 2012 after serving several years on the board as a volunteer. Southside staff, community partners, and the board, which includes patients and neighborhood leaders, are definitely looking ahead. “We will continue to build relationships in the community, and listen to the voice and perspective of the patients,” Mr. Huntley said. “We are looking to the future, to sustainability, and to new collaborations, figuring out who else we can serve.” True to that vision, Southside has opened a second location that provides comprehensive medical, dental, and behavioral health services for community residents in partnership with the SECU Commons, which supports families and young adults who are at high risk for becoming homeless. “What led to the success of Southside so far is the collaborative nature of the process — reaching out, building relationships,” said Dr. Lord. “It’s amazing how a relatively small amount of seed money has led to such a great — and growing — impact.”
SOUTHSIDE UNITED HEALTH CENTER is a family medicine practice that opened its doors in 2009 to bring reliable, quality healthcare to people in neighborhoods that were not well-served by existing medical infrastructure. In 2012, Southside became a Federally Qualified Health Center (FQHC), a designation that comes with significant federal dollars to invest in health outcomes. Since 2009, the Foundation has made four Community Grants totaling $227,000 to Southside United Health Center. The most recent grant was $35,000 in 2015 for a second year of support for two part-time nurse practitioners.
NEIGHBORS FOR BETTER NEIGHBORHOODS BUILDS ON LOCAL STRENGTHS NEIGHBORS FOR BETTER NEIGHBORHOODS (NBN) was created in 1991 as an initiative of the Foundation with the goal of strengthening the community through the ideas, skills, and talents of neighborhood residents. In 1998, NBN emerged as its own nonprofit with continued grant support from the Foundation. Today, NBN upholds its mission to connect people, strengthen voices, and leverage resources with communities to create safe, just, and self-determined neighborhoods. The group provides neighborhood support in various ways, including leadership development through Neighbors in Action, grassroots organizing support, Grassroots Grants, and community problem-solving facilitation. NBN’s core approach, which the Foundation also shares as a key value in its own grantmaking, is based on the concept of Asset-Based Community Development — identifying and lifting up the gifts, skills, and talents of all community members. With grants supported by the Bess Gray Plumly Fund and many other Foundation funds over the years, NBN continues to nurture people to create positive change and opportunity within their own communities. Southside United Health Center is just one example of an effort initiated and sustained by neighbors and for neighbors.
Left: A mother and grandmother awaiting their newborn’s well-child visit.
the winston-salem foundation annual report
OUR COMMUNITY CONNECTING
[26-27]
DON O RS
PENNY AND LIBBY BOOKE
“The more we improve teaching methods, the better off students are. When we value and help our teachers, we can make a difference in many students’ lives.”
NEXT: BRAD RHEW is an eighth grade science teacher at Walkertown Middle School. In 2014, he received a FORSYTH COUNTY TEACHER GRANT to support a hands-on learning experience for his students about how underwater robots are used to work in oceans. LEARN MORE >
P
ENNY AND LIBBY BOOKE are big supporters of public education — and they believe the best
path to learning is to invest in teachers.
The Bookes have lived in Winston-Salem since the late 1950s. Coming from a family of teachers and school administrators, Libby has always known the powerful impact educators can have. Her uncle, C.B. Eller, was superintendent of the Wilkes County Public Schools for 35 years, so it was a fitting tribute when Libby and Penny, and the Eller family, established a fund in his honor for educators in Wilkes County. Two years later, the couple, along with Penny’s brother Sam, and sister-in-law Eleanor, created the Sam and Anne Booke Family Trust in honor of their parents. Both brothers had joined their father in the family business, Booke and Company, and were committed to giving to and investing in their community. The focus of the trust quickly turned to education, and it has been funding the Foundation’s annual Forsyth County Teacher Grants for more than two decades. The teacher grants support professional growth and enrichment opportunities and are awarded to educators in the Winston-Salem/ Forsyth County Schools. Each year, applications come from across the district, representing diverse schools, grades, and subjects. Recipients may be teachers just a few years into their careers, longtime educators, or others in the school community such as media coordinators or guidance counselors. Over the years, the grants have helped educators bring new ideas and energy into the schools. They have funded efforts ranging from outdoor classrooms to poets-in-residence to science lessons. Many educators seek funds to support their own learning through workshops or conferences. Some travel to deepen their knowledge of culture, language, and history. Others learn new approaches for teaching specialized groups or improving student outcomes. Most participate on their own time, typically over the summer.
“The more we improve teaching methods, the better off students are,” said Libby. “When we value and help our teachers, we can make a difference in many students’ lives.” A key goal of the grants is to extend new knowledge and best practices across teachers and schools, and recipients are asked to share their experiences with their peers. This sharing also extends to an annual gathering for all teacher grant recipients and their principals, in which a number of grant recipients are able to present their projects. All have a chance to talk with their peers, be inspired, and feel appreciated. “We are absolutely stunned at what teachers have taken on and how they make it happen,” Libby said. “It’s a special experience to see how innovative educators can be, keeping up with the needs of the world and the children going out into it.” “We are always impressed with the enthusiasm and creativity and skill of the teachers in the school system,” agreed Penny. “As times change and as the needs of schools and students change, the types of grants will change. But this support for teachers will always be there.”
THE SAM AND ANNE BOOKE FAMILY TRUST was established in 1989. Along with three other funds, it provides support for annual Forsyth County Teacher Grants of up to $2,500 for professional enrichment opportunities for educators in WinstonSalem/Forsyth County Schools. In 2015, a total of $78,446 was granted to 52 teachers. Recipients are selected by an advisory committee of professional educators. Penny and Libby established the Elizabeth E. and Henry M. Booke Trust, a donor-advised fund, in 1994 and are also members of the Foundation’s Legacy Society.
the winston-salem foundation annual report
OUR COMMUNITY CONNECTING
[28-29]
TE A C H E R G R A N T
BRAD RHEW
“These kids are our future scientists — and future doctors, teachers, politicians, entrepreneurs, and business leaders. We need to find every way possible of investing in them.”
B
RAD RHEW LOVES SCIENCE. And he loves teaching. Put the two together and he gets
really excited.
That excitement is obvious to the students at Walkertown Middle School, where Brad is an eighth grade science teacher. “I love teaching eighth grade,” he said. “I love the science content, and I love when I see a student making real-world connections with the science.” Brad just started his sixth year of teaching. But he’s accomplished a lot in a short time. He’s earned several awards, including the N.C. Teacher of Excellence Award. His energy, creativity, and interactive teaching style get him noticed, but for Brad that’s just how it’s done. “Science is a very hands-on subject. You shouldn’t just read it; you should do science,” he said. “With eighth graders, you’ve got to find a way to make it about something they know or care about.” Brad double majored in science and social studies at the University of North Carolina at Greensboro. He still likes to pair together different topics, working with other teachers on his team to connect the science curriculum with history, literature, or math. “We want students to think about connections,” he said. “The units they score best on in the science end-of-grade tests are the ones where we bring ideas together, taking that cross-disciplinary approach.” In 2014, Brad received a Forsyth County Teacher Grant from the Foundation to create an interdisciplinary, interactive unit that combined the study of oceans with robotics and maritime history. Brad connected with a scientist from the National Oceanic & Atmospheric Administration (NOAA) who came to the school to help him teach for two days. With the grant, Brad purchased supplies — PVC pipe and propellers — so that students could design and build functioning, underwater robots.
The NOAA educator brought in special motors and extra supplies. She explained how underwater robots work and how they have been used to explore the Titanic and shipwrecks off the North Carolina coast. Then in small groups, students made their own simple robots and headed to the Kernersville YMCA to testdrive their devices in the pool. The next school year, the project was repeated, and students were able to showcase their work to family and other students at the school-wide science, technology, engineering, and math (STEM) night. As a result of the project, concepts in the curriculum, such as buoyancy and density, became tangible to more than 220 kids at Walkertown Middle. “When something I do opens up a door for them, that’s so awesome,” said Brad. “Through this grant, I have been able to show students something they never thought about. Kids are learning about oceanography and robots, and thinking, maybe I could do this with my life. Or it gets them thinking about college.” “These kids are our future scientists — and future doctors, teachers, politicians, entrepreneurs, and business leaders. We need to find every way possible of investing in them. That’s what I’m passionate about.” BRAD RHEW, an eighth-grade science teacher at Walkertown Middle School, received a 2014 Forsyth County Teacher Grant of $1,100 to support hands-on learning about oceans that included bringing in an expert from the National Oceanic & Atmospheric Administration (NOAA). A teacher since 2010, Brad was named the Winston-Salem/Forsyth County School’s middle school “Teacher of Promise” in 2011 and the N.C. Outstanding K-8 Educator by the N.C. Science, Mathematics and Technology Education Center in 2014. He also earned the N.C. Teacher of Excellence Award from the N.C. Association of Educators in 2014.
the winston-salem foundation annual report
OUR COMMUNITY CONNECTING
[30-31]
GRANTS 2014
F
OUNDATION GRANTS PROVIDE significant support for two main constituencies: NONPROFIT ORGANIZATIONS as they make communities a healthier place to call home
and to LOCAL STUDENTS as they pursue higher education. In 2014, the Foundation: > Made almost $25 MILLION in TOTAL CHARITABLE GRANTS, 82% of which stayed in North Carolina, and 61% of which stayed in our local service area > Awarded more than $2 MILLION through our COMMUNITY GRANTS PROGRAM > Provided 566 STUDENT AID AWARDS totaling almost $1,000,000 in the 2014–2015 school year
[32] GRANTS
the winston-salem foundation annual report
TYPES OF GRANTS DONOR-ADVISED GRANTS, made from both endowed and
DESIGNATED GRANTS ensure long-term annual support from an
non-endowed funds, connect donors with the power of philanthropy
endowment fund’s income for one or more organizations that were
through individually advised funds.
specified by the donor at the time the fund was created.
COMMUNITY GRANTS provide funding assistance to nonprofit
SCHOLARSHIPS assist students in paying for their post-secondary
organizations that are having a positive long-term impact on our
education. For additional information on the Foundation’s
local community. Funding for these important grants comes from
Student Aid application process, go to the Students tab at
Unrestricted and Field of Interest endowment funds that have been
www.wsfoundation.org.
established by donors. For more information on how organizations can apply for a Community Grant, please refer to the Grant Seekers
AGENCY ENDOWMENT GRANTS provide support to charitable
tab on the Foundation’s Web site at www.wsfoundation.org.
organizations through endowments that were established by nonprofits to support their work in the community.
2% AGENCY ENDOWMENT GRANTS
4% SCHOLARSHIPS
2014 FOUNDATION GRANTS
13% DESIGNATED GRANTS
(by Grant Type)
8% COMMUNITY GRANTS
52% DONOR-ADVISED (NON-ENDOWED) GRANTS
21% DONOR-ADVISED (ENDOWED) GRANTS
the winston-salem foundation annual report
GRANTS
[33]
COMMUNITY GRANTS 2014
I
N 2014, the Foundation supported nonprofit programs with over $2 MILLION in Community
Grants that are making a difference in a wide variety of areas in Forsyth County. Funding for these timely grants comes from UNRESTRICTED AND FIELD OF INTEREST FUNDS that have been established by donors, as well as from the Foundation’s GRANTMAKING PARTNERS program.
3% 2%
2014 COMMUNITY GRANTS (by Program Area)
RECREATION
ANIMAL WELFARE
13% HEALTH
2%
21%
ENVIRONMENT
HUMAN SERVICES
16% ARTS & CULTURE
8% 19%
COMMUNITY & ECONOMIC DEVELOPMENT
PUBLIC INTEREST
16% EDUCATION
[34] GRANTS
the winston-salem foundation annual report
GRANTMAKING PARTNERS
T
ODAY, MANY DONORS are interested in active grantmaking that is both responsive to
the changing community and reflective of their personal interests, and the Foundation’s GRANTMAKING PARTNERS program provides this opportunity. Throughout the year, donor-advised fundholders are notified of COMMUNITY GRANT requests from eligible nonprofits, and many choose to partner with the Foundation to support them through their own funds. These fundholders benefit from Grantmaking Partners by: > LEVERAGING more charitable dollars to respond to opportunities > BEING AWARE of timely community funding opportunities > MATCHING their interests with community nonprofits in order to make effective grants > LEARNING ABOUT new organizations and programs that are addressing issues that matter to them In 2014, 18 DONOR-ADVISED FUNDHOLDERS contributed a total of $44,950 toward the partial or full funding of Community Grants in a wide variety of interest areas. This funding is impactful — it equates to the estimated annual income that would be generated by a $1,071,428 endowment! As such, we are most grateful for our 2014 GRANTMAKING PARTNERS:
Gayle Anderson
Mary Eagan
JT and Kelly Kappes
Tim Prout
Bill and Louise Bazemore
Caroline Gamble
Doug Maynard
Dale Seibert
Ed and Barbara Beason
Bob and Lisa Gfeller
Walt and Martha Ann Murray
John and Peggy Taylor
Susan Cameron
Carlota Haberkern
Katherine Otterbourg
Randy and Deborah Casstevens
Beverly Johnston
Dave Plyler
the winston-salem foundation annual report
GRANTS
[35]
COMMUNITY GRANTS 2014 ANIMAL WELFARE ORGANIZATION NAME
GRANT AMOUNT
Forsyth Humane Society
$55,000
PROJECT DESCRIPTION
FUND NAME(S)
for the capital campaign
Edna B. Parkin Georges Animal Fund
TOTAL 2014 COMMUNITY GRANTS TO ANIMAL WELFARE
$55,000
ARTS AND CULTURE ORGANIZATION NAME
GRANT AMOUNT
Associated Artists of Winston-Salem Ava Gardner Museum
PROJECT DESCRIPTION
FUND NAME(S)
$15,000
for a membership and gallery coordinator
Charles Babcock, Jr. Field of Interest Fund, the Vicki Van Liere Helms Art Fund
$7,000
to improve the theatre
Ava Gardner Fund
$20,000
for expansion of the executive director and assistant director positions for a second year
Ann and Clay Ring Fund, the Carolina Steel Endowment Fund, the Winston-Salem Foundation Grantmaking Partners Fund
Carolina Chamber Symphony Players
$15,000
for a part-time manager for a second year
Community Arts Fund
Children’s Museum of Winston-Salem
$32,000
for an exhibit design and development manager
Camp Robert Vaughn Fund, the J.C. Tise Fund, the Jessica T. Fogle Fund, the Thomas H. Davis Advised Trust, the Winston-Salem Foundation Grantmaking Partners Fund
$6,105
to support the administrative assistant and public relations agent, and to expand the residency
Community Arts Fund, the Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund - Unrestricted
$750
for the Punto de Vista exhibit at Delta Fine Arts
Samuel A. and Roslyn S. Harris Fund
Bookmarks
Helen Simoneau Danse Hispanic Arts Initiative Korner’s Folly Foundation
$30,000
for a site manager
Frances and Jesse Temple Fund, the William N. Hailey Fund
Piedmont Opera
$15,000
for a development director for a third year
Charles Babcock, Jr. Discretionary Fund, the Richard E. Ashburn Trust
Reynolda House Museum of American Art
$75,000
for the capital campaign
Charles Babcock, Jr. Field of Interest Fund, the Earline heath King Fund, the Eisenberg Family Fund for Arts and Culture, the Mary Reynolds Babcock Cultural Improvement Fund, the Samuel A. and Roslyn S. Harris Fund
Salem Band
to support a properties manager for a second year
Community Arts Fund
Sawtooth School for Visual Art
$29,600
for a development assistant
Isabel McRae Fund, the Samuel A. and Roslyn S. Harris Fund, the Vergil and Vicki Gough Fund
SECCA Foundation
$25,000
for marketing and branding
Charles Babcock, Jr. Field of Interest Fund, the Community Grantmaking Fund
$500
Triad Cultural Arts
$2,370
for the Juneteenth festival
Community Arts Fund
Triad Stage
$20,000
for a part-time marketing and development coordinator
Charles Babcock, Jr. Field of Interest Fund
Twin City Stage
$24,000
to upgrade ticketing and development software
Charles Babcock, Jr. Field of Interest Fund
Winston-Salem Festival Ballet
$10,000
for a part-time marketing assistant for a third year
Charles Babcock, Jr. Field of Interest Fund, the Community Arts Fund
TOTAL 2014 COMMUNITY GRANTS TO ARTS AND CULTURE
[36] GRANTS
the winston-salem foundation annual report
$327,325
COMMUNITY AND ECONOMIC DEVELOPMENT ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
Habitat for Humanity of Forsyth County
$25,000
for a Housing Education Center
James R. Hankins Fund, the Spencer and Nell Waggoner Charitable Fund - Unrestricted, the Winston-Salem Foundation Grantmaking Partners Fund
Neighbors for Better Neighborhoods
$15,000
to provide funds for neighborhood projects and programs
Louise and Sam Adams Community Fund, the Robert Edwin Taylor and Margaret Long Taylor Memorial Fund
W-S Community Development Support Collaborative
$125,000
to help support a pool of funds to support operating costs and technical assistance for community development corporations
Frances and Jesse Temple Fund, the George and Edna Blanton Fund, the R. Edward Lasater Endowment Fund, the Samuel and Elizabeth Rose Fund
TOTAL 2014 COMMUNITY GRANTS TO COMMUNITY AND ECONOMIC DEVELOPMENT
$165,000
EDUCATION ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
Building Educated Leaders for Life $50,000 to support the summer learning program
A. Tab Williams, Jr. Public Education Fund, the Art and Dannie Weber Education Fund, the Elizabeth Lovett Education Endowment, the John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust, the Richard and Becky Davis Fund for Education
Carter G. Woodson School of Challenge
Jessica T. Fogle Fund
$20,000
to support project SOAR for a second year
El Buen Pastor Latino Community $12,000 to support the family literacy initiative for a second year Services
Edna B. Parkin Georges Youth Fund, the Winston-Salem Foundation Grantmaking Partners Fund
SciWorks $38,600 for a development director for a second year
J.C. Tise Fund, the Lillian S. Stultz Fund, the Wachovia Bank of North Carolina Fund, the Winston-Salem Foundation Grantmaking Partners Fund
The Centers for Exceptional Children $50,000
Claire Lockhart Follin-Mace Fund
to provide transportation services for the infant/toddler program
The Centers for Exceptional Children $10,000 to support a horticultural therapy program at the Special Children’s School for a third year
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped, the Winston-Salem Foundation Grantmaking Partners Fund
The Forsyth Promise $50,000 to support the Forsyth County Cradle to Career partnership
Community Fund for Education, the Harvey Seward Martin Fund, the Jessica T. Fogle Fund, the John W. Burress Community Fund, the Robert A. and Constance C. Emken Education Fund
Winston-Salem Street School
D. Elwood Clinard Charitable Trust, the J.C. Tise Fund
$25,000
to support a development director for a third year
Winston-Salem/Forsyth County $50,000 for the Beginning English Language Learner Support program Schools
D. Elwood Clinard Charitable Trust, the Louise Futrell Fund, the Winston-Salem Foundation Grantmaking Partners Fund
Winston-Salem/Forsyth County $14,710 for an adapted literacy library for exceptional children Schools
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
TOTAL 2014 COMMUNITY GRANTS TO EDUCATION
$320,310
the winston-salem foundation annual report
GRANTS
[37]
COMMUNITY GRANTS 2014 ENVIRONMENT ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
NC Cooperative Extension Service, $5,000 Forsyth County
continue funding the restoration of the Arboretum at Tanglewood
Anne Hanes Willis Fund
NC Cooperative Extension Service, $4,000 Forsyth County
to build social capital by expanding community gardens in Forsyth County
Anne Hanes Willis Fund, the Drane V. McCall Fund for Winston-Salem Beautiful
Piedmont Land Conservancy $15,000
to conduct planning for the Emily H. Allen Wildflower Preserve property
Anne Hanes Willis Fund
Yadkin Riverkeeper
for branding and marketing
Community Fund
$25,000
TOTAL 2014 COMMUNITY GRANTS TO ENVIRONMENT
$49,000
HEALTH ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
AIDS Care Service
$13,480
for marketing and development assistance for a second year
Harriet Taylor Flynt Fund
Associates in Christian Counseling
$8,000
to support a part-time intake coordinator position for a second year
Harriet Taylor Flynt Fund, the John Alexander McClung, DDS, FACD Trust
Brain Injury Association of NC
$14,000
to support the Brain Injury Resource Center at Wake Forest Baptist Medical Center for a second year
Claire Lockhart Follin-Mace Fund
Community Care Center for Forsyth County
$30,000
to support a diabetic case manager/educator for a third year
John W. and Alice Rose Alspaugh Memorial Funds
Heartstrings, Inc.
$10,150
for a part-time director of advancement for a second year
Dr. Calvin and Ruth H. Ogburn Trust, the George and Edna Blanton Fund
Insight Human Services, Inc.
$25,000
for a branding process
Harriet Taylor Flynt Fund
for a nutrition enrichment program
Edna B. Parkin Georges Youth Fund
Ken Carlson Boys and Girls Club Garden Club
$443
NC Dental Health Fund
$10,000
to support a free dental clinic in Forsyth County
Twin City Hospital Funds, the William N. Hailey Fund, the Winston- Salem Foundation Grantmaking Partners Fund
NC Harm Reduction Coalition
$12,000
for an outreach worker and a health educator for the overdose prevention program
Charles Babcock, Jr. Discretionary Fund
Novant Health Foundation - Forsyth
$50,000
for two peer support specialists
Harriet Taylor Flynt Fund
Riverwood Therapeutic Riding Center
$25,000
for a part-time development director
Claire Lockhart Follin-Mace Fund
Southside United Health Center
$42,000
for two part-time nurse practitioners
Frank E. Llewellyn T.B. Fund, the John W. and Alice Rose Alspaugh Memorial Funds, the Winston-Salem Foundation Grantmaking Partners Fund
Wake Forest University Health Sciences
$25,600
for a bilingual Hispanic Clinical Trial Navigator at the Comprehensive Cancer Center
Frank E. Llewellyn T.B. Fund, the Henry M. Carter, Jr. Fund, the Jeannette Norfleet Fund, the John C. Long, M.D. Fund, the Lena Albright Memorial Fund
TOTAL 2014 COMMUNITY GRANTS TO HEALTH
[38] GRANTS
the winston-salem foundation annual report
$265,673
HUMAN SERVICES ORGANIZATION NAME American Communities Trust
GRANT AMOUNT
FUND NAME(S)
for the market’s food subsidy matching program
Ann S. and F. Borden Hanes, Jr. Endowment
American Red Cross- Northwest NC
$11,000
for a part-time foundation specialist
BB&T Fund, the Winston-Salem Foundation Staff Endowment
Children’s Home
$45,000
for a business manager
Harriet Taylor Flynt Fund, the Winston-Salem Foundation Grantmaking Partners Fund
Children’s Home Society of NC
$500
PROJECT DESCRIPTION
for marketing
A. F. Clement Trust for Youth
Enrichment Center
$30,000
$7,000
for marketing and branding
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped, the Winston-Salem Foundation Grantmaking Partners Fund
Experiment in Self-Reliance
$19,875
for a part-time finance accountant assistant
Algine Foy and Julius Dobson Neely Memorial Fund
Experiment in Self-Reliance
$11,592
for updates and improvements to the Web site
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
$20,000
for branding and marketing
Mary A. Payne Charitable Fund for Human Services
Imprints
$20,000
for a business development director for a second year
Community Grantmaking Fund
LAMB Foundation of NC
$5,000
to provide funds to redistribute to Forsyth County organizations working with individuals with developmental disabilities
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
Living Well-Rural Hall Center for Lifelong Learning
$12,000
for an executive director for a second year
Harriet Taylor Flynt Fund
Piedmont Down Syndrome Support Network
$30,000
to support an executive director for a third year
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped, the John S. and Jacqueline P. Rider Fund
Prevent Blindness NC
$10,000
to train vision screeners for elementary and middle schools in Forsyth County
Harriet Taylor Flynt Fund
RHA Health Services
$600
to assist with the peer support specialist program
Mary A. Payne Charitable Fund for Human Services
Samaritan Ministries
$12,000
to update the Web site
Mary A. Payne Charitable Fund for Human Services, the Winston- Salem Foundation Grantmaking Partners Fund
Second Harvest Food Bank of Northwest NC
$15,000
to support a nutrition services coordinator for a third year
Mary A. Payne Charitable Fund for Human Services
Senior Services
$40,000
to expand the Home Care program for high-risk seniors
Sturmer Samaritan Fund
Shepherd’s Center of Greater Winston-Salem
$15,000
to support a part-time senior center program assistant for a third year
Clifton E. and Ruth Brewer Beck Memorial Fund, the Harriet Taylor Flynt Fund, the Otis B. and Genevieve Parrish Fund
Shepherd’s Center of Greater Winston-Salem
$20,000
for a part-time outreach and volunteer coordinator
Harriet Taylor Flynt Fund
Smart Start of Forsyth County
$14,760
to provide vision screening for preschool children in Forsyth County
Harriet Taylor Flynt Fund
UMAR/Western NC
$10,000
for technology upgrades
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
United Way of Forsyth County
$20,000
to fund the Ten-Year Plan to End Chronic Homelessness
Mary A. Payne Charitable Fund for Human Services
Wake Forest University Health Sciences
$9,491
to support a licensed psychologist associate for the outpatient therapy program for a third year
Harriet Taylor Flynt Fund
Whole Man Ministries of NC
$15,000
for a project manager
Mary A. Payne Charitable Fund for Human Services, the Winston- Salem Foundation Grantmaking Partners Fund
Winston-Salem Industries for the Blind
$25,000
to support the Student Enrichment Experience program for a third year
Claire Lockhart Follin-Mace Fund, the Edward and Mary Alice Tarulli Fund
Youth Opportunities
$15,000
for marketing and Web site development
J. Frank and Mary S. Mock Fund, the Louis and Gretchen Klaff Trust, the Winston-Salem Foundation Grantmaking Partners Fund
TOTAL 2014 COMMUNITY GRANTS TO HUMAN SERVICES
$435,818 the winston-salem foundation annual report
GRANTS
[39]
COMMUNITY GRANTS 2014 PUBLIC INTEREST ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
$50,000
for an immigration attorney
Charles Babcock, Jr. Discretionary Fund, the D. Elwood Clinard Charitable Trust
ECHO Award
$4,000
2014 ECHO Award Recipients
Warren David Ashburn Fund
Forsyth Futures
$75,000
to collect and leverage community information in order to enhance the quality of life for Forsyth County residents
Agnew Hunter Bahnson and Elizabeth Hill Bahnson Memorial Fund, the James R. Deadrick Fund, the Lila Church Bradford Memorial Fund
HandsOn Northwest NC
$60,000
to support capacity building for nonprofits and increase volunteerism
Barbara Lasater Hanes Trust, the Community Fund, the WinstonSalem Foundation Grantmaking Partners Fund
Hispanics in Philanthropy
$10,000
to support Forsyth County organizations responding to administrative relief and Deferred Action for Childhood Arrivals
D. Elwood Clinard Charitable Trust
Institute for Dismantling Racism
$25,500
for a feasibility study
Community Grantmaking Fund
NC Center for Voter Education
$14,500
to distribute a Forsyth County voter guide and to encourage civic engagement
Frances and Jesse Temple Fund, the Winston-Salem Foundation Grantmaking Partners Fund
Neighbors for Better Neighborhoods
$70,000
to support the development of community assets in neighborhoods
Algine Foy and Julius Dobson Neely Memorial Fund, the Bess Gray Plumly Fund, the George and Edna Blanton Fund, the Margaret W. Parker Fund, the Winston-Salem Foundation Grantmaking Partners Fund
$3,409
to award the Rufus Dalton Award to three officers who were injured in the line of duty
Rufus W. Dalton Trust
WinstonNet
$30,000
to expand the executive director position’s part-time hours
Charles Babcock, Jr. Discretionary Fund
Winston-Salem Foundation Award
$10,000
2014 WSF Award Recipient
William N. Hailey Fund
YWCA of Winston-Salem/Forsyth County
$30,000
for technology upgrades to operational software
George and Edna Blanton Fund
Catholic Charities Diocese of Charlotte
Rufus Dalton Awards
TOTAL 2014 COMMUNITY GRANTS TO PUBLIC INTEREST
$382,409
RECREATION ORGANIZATION NAME
GRANT AMOUNT
Boy Scouts, Cub Scouts of America - Troop # 844 Girl Scouts Carolinas Peaks to Piedmont
$600 $40,065
PROJECT DESCRIPTION
FUND NAME(S)
for an educational enrichment experience in South Dakota
Edna B. Parkin Georges Youth Fund
for an outreach program manager
Allan M. Hutcherson Fund, the Edna B. Parkin Georges Youth Fund, the John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust, the Nancy R. Baity Trust, the Richard E. Ashburn Trust
South Fork Panthers
$500
to provide partial scholarships to youth whose families cannot afford the registration fee
Louis and Gretchen Klaff Trust
Winston-Salem Indians
$500
to pay registration fees for youth who cannot afford to participate
Louis and Gretchen Klaff Trust
Winston-Salem Roadrunners Track Club
$500
to pay registration fees for youth who cannot afford to participate
Edna B. Parkin Georges Youth Fund
TOTAL 2014 COMMUNITY GRANTS TO RECREATION
$42,165
TOTAL 2014 COMMUNITY GRANTS
$2,042,700
[40] GRANTS
the winston-salem foundation annual report
FUNDS AND DONORS 2014
S
INCE 1919, committed donors have invested generously in the current and future
nourishment of our community and beyond. These charitable individuals, families, and organizations have provided substantial support in areas as varied as health and human services to community and economic development, enriching the lives of neighbors near and far. At the end of 2014, the Foundation administered more than 1,300 CHARITABLE FUNDS for a wide variety of philanthropic purposes.
1% OTHER ASSETS
1%
REAL ESTATE FUNDS
FOUNDATION ASSETS (by Fund Type)
5% DONOR-ADVISED FUNDS (NON-ENDOWED)*
5% AGENCY ENDOWMENT FUNDS
6% STUDENT AID FUNDS
31% DONOR-ADVISED FUNDS (ENDOWED)
11% CHARITABLE LEAD TRUSTS AND CHARITABLE REMAINDER TRUSTS
23% DESIGNATED FUNDS
17% UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS
*includes Temporary Funds
[42] FUNDS AND DONORS
the winston-salem foundation annual report
TYPES OF FUNDS
ENDOWED FUNDS: UNRESTRICTED FUNDS FOR COMMUNITY GRANTS offer the
NON-ENDOWED FUNDS:
broadest option for charitable giving. Income from these funds will
NON-ENDOWED ADVISED FUNDS, which are essentially
be used to meet changing funding opportunities in our community
charitable checking accounts, offer donors a simple and efficient
over time through Community Grants.
vehicle for annual charitable giving.
FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS give
TEMPORARY FUNDS give the Foundation the ability to hold
donors the opportunity to provide community grantmaking support
a limited number of funds for organizations and individuals for
within a specific area of interest, such as arts and culture, environment,
charitable projects.
or human services. DONOR-ADVISED FUNDS enable up to two family generations of
CHARITABLE TRUSTS:
advisors to make charitable grant recommendations before converting
CHARITABLE LEAD TRUSTS enable donors to make significant
to another endowed fund type. These funds are a convenient method of
charitable gifts for the term of the trust while transferring substantial
simplifying charitable giving and are an attractive alternative to a private
assets to beneficiaries later.
foundation. CHARITABLE REMAINDER TRUSTS allow donors and/or a DESIGNATED FUNDS are established by donors who wish to
designated beneficiary to receive income for the life of the trust, with
provide annual support to specific charities in perpetuity.
the remainder going to support charitable causes.
AGENCY ENDOWMENT FUNDS are established by charitable
organizations to enhance their work in the community and to support their long-term sustainability. STUDENT AID FUNDS provide students with scholarships and
financial aid to pursue their academic goals. Donors may establish scholarship funds to support students from a particular high school, church, or county, or for those who attend a specific college or
HOW TO ESTABLISH A FUND: Setting up a fund and establishing your giving legacy is simple. Our Philanthropic Services staff will walk you through the steps to make sure that the fund you establish meets your charitable giving goals. Please contact us at giving@wsfoundation.org, or call us at (336) 725-2382 for more information.
university. REAL ESTATE FUNDS are properties designated for a charitable use
and titled in the Foundation’s name. the winston-salem foundation annual report
FUNDS AND DONORS
[43]
ENDOWED FUNDS
UNRESTRICTED AND FIELD OF INTEREST FUNDS
FOR COMMUNITY GRANTS
U
NRESTRICTED 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., environment, human services, health, arts and culture, etc.).
NEW FUNDS IN 2014
PURPOSE
William W. Avera and Frances H. Avera Fund
Established by Bill and Frances Avera by bequest to benefit disadvantaged youth
Elaine Dowdell Fund for Arts and Culture
Established through the estate of Elaine Dowdell for the field of interest of arts and culture
Ruth M. Pleasants Fund
Established with the remainder of the Ruth M. Pleasants Irrevocable Living Unitrust to support worthy public purposes
FUND
YEAR
PURPOSE
WILLIAM P. AND KATHARINE T. BALDRIDGE ENDOWMENT 2006 ESTABLISHED AS AN UNRESTRICTED FUND Louise and Sam Adams Community Fund 2005 Established through a charitable 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
Agnew Hunter Bahnson and Elizabeth Hill Bahnson Memorial Fund
2011
Established with proceeds from the sale of the Bahnson House as an unrestricted fund
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 Corporation 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 Unrestricted andDonor-Advised Field of InterestFunds Funds––continued continuedon onnext nextpage page
Clifton E. and Ruth Brewer Beck Memorial Fund
2010
Established through the estates of Clifton and Ruth Beck
George and Edna Blanton Fund
2010
Established with the remainder of the George and Edna Blanton Charitable Annuity Trust
Blount Fund
2010
Established by Frederick A. Blount, MD to support programs for high-risk youth and single teen parents.
Lila Church Bradford Memorial Fund
1999
Established as an unrestricted fund
[44] FUNDS AND DONORS
the winston-salem foundation annual report
Unrestricted and Field of Interest Funds, continued FUND
YEAR
PURPOSE
John W. Burress Community Fund
2007
Albert L. Butler, Jr. Fund
1997
Established as an unrestricted fund 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 for Youth
1971
Established in 1970 and repurposed in 2011 to benefit worthy children in Forsyth County in their suitable maintenance
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
Community Grantmaking Fund
1919
Established by Col. F.H. Fries to address the changing needs of our community
Franklin Cromer Cordell Fund
1994
Established by family and friends to support programs that assist individuals who suffer from substance abuse problems
Rufus W. Dalton Trust
1983
Established by bequest to assist injured law enforcement officers and the spouses and children of officers killed in the performance of their duties
Eugene and Iola Daniels Memorial Trust Fund for the 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
Richard and Becky Davis Fund for Education
2010
Established by Richard N. Davis with a grant from the Kate B. Reynolds Charitable Trust to honor his board service
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
Unrestricted and Field of Interest Funds, continued FUND
YEAR
PURPOSE
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 to benefit physically disabled individuals in North Carolina
Louise Futrell Fund
1991
Established by bequest as an unrestricted fund
Chrissy Gallaher Victim’s Assistance Fund
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 as a special purpose fund to benefit domestic animals
Edna B. Parkin Georges Youth Fund
1996
Established by bequest to benefit disadvantaged youth
Vera Goldberg Memorial Fund
1998
Established by Milton Goldberg in memory of his wife as an unrestricted fund
Joseph G. Gordon Fund
1997
Established by the Z. Smith Reynolds Foundation in memory of Dr. Gordon to benefit disadvantaged youth
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
J. Beeson Grubbs Fund
2013
Established with the remainder of a charitable trust
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
Ann S. and F. Borden Hanes, Jr. Endowment
1998
Established by Mr. and Mrs. F. Borden Hanes, Jr. as an unrestricted fund
Barbara Lasater Hanes Trust
1988
Established as an unrestricted fund
James R. Hankins Fund
1967
Established by bequest as an unrestricted fund
Carl W. and Annie M. Harris Endowment
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
Eugene R. Heise Charitable Fund
2013
Established as a field of interest fund to support human services
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
Allie and Frances Hutchison Fund for the Community
2013
Established by Allie and Frances Hutchison as an unrestricted fund.
Earline heath King Fund
2005
Established to support art and art-related endeavors of the Foundation within North Carolina
Louis and Gretchen Klaff Trust
2010
Established by bequest from Louis and Gretchen Klaff to support at-risk children
Martha K. Knott Fund
1926
Established to provide support for general charitable purposes
[46] FUNDS AND DONORS
the winston-salem foundation annual report
Unrestricted and Field of Interest Funds, continued FUND
YEAR
PURPOSE
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 a priority for tuberculosis purposes whenever possible
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 as determined by the Foundation
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 CRT to benefit needy children in Forsyth County
Mil and Marsh Naugle Community Fund
2013
Established as an unrestricted fund
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
Kerr and Naomi Pinnix Discretionary Fund
2006
Established by a testamentary trust created by Naomi Ingram Pinnix to provide financial counseling and advice
Pfafftown Jaycees Community Fund
2005
Established by the Pfafftown Jaycees
Pleasants Hardware Company Trust
1987
Established for general charitable purposes
Nancy T. Pleasants Community Development Fund
1997
Established to support economic development, education and training, leadership development, community long-range planning, community appearance, historic preservation, and regional cooperation
Virginia S. Pleasants Fund
1996
Established by an estate gift as a discretionary fund
Bess Gray Plumly Fund
1965
Established by bequest for general charitable purposes of the Foundation
Etta Mae Pope Trust
2000
Established by Louis B. Pope in memory of his sister to support the poor and needy
Stokes Ivey and Orpha 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
John S. and Jacqueline P. Rider Fund
2013
Established with the remainder of the Jacqueline P. Rider charitable remainder unitrust
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
the winston-salem foundation annual report
FUNDS AND DONORS
[47]
Unrestricted and Field of Interest Funds, continued FUND
YEAR
PURPOSE
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
Richard K. Scott Memorial Fund
2011
Established by clients of Mr. Scott as an unrestricted fund
Louis and Jane Shaffner Fund
2007
Established as an unrestricted fund
Emma Jane Skinner Fund
2001
Established by Frank B. Hanes to support human services 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 of the Foundation
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
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
Frances and Jesse Temple Fund
2013
Established with the remainder of two charitable trusts created by Jesse C. and Frances S. Temple
M. Louise Thomas Fund
2013
Established by Louise Thomas through a charitable remainder trust for unrestricted purposes
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
1994
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
Edna Motsinger Wooten Fund
2010
Established by bequest for unrestricted purposes
Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped
1984
Established to provide recreational opportunities for the handicapped
[48] FUNDS AND DONORS
the winston-salem foundation annual report
ENDOWED FUNDS
DONOR-ADVISED FUNDS
D
ONOR-ADVISED FUNDS ENABLE UP TO TWO FAMILY GENERATIONS of advisors to make charitable grant recommendations before converting to another endowed fund type. These funds are a convenient method of simplifying charitable
giving and are an attractive alternative to a private foundation.
NEW FUNDS IN 2014 Felice and Richard Brenner Fund Robert A. and Constance C. Emken Fund George and Hoyte Hall Family Advised Fund Leonard Howard and Wilma G. Howard Fund John Stewart Charitable Fund
FUND
YEAR
Anonymous (7) William T. and Sylvia F. Alderson Fund
1997
Susan and Jerry Arnold Trust
2011
Philip S. Auchincloss Fund
2000
Robert G. Auchincloss Fund
2000
Marshall B Bass Children’s Fund Endowment
2004
Bartlett and Wyatt Bassett Fund
2004
Andrew Beattie Endowment
2010
Bert and Joy Bennett Family Fund
2012
Black Philanthropy Initiative Endowment
2013
Ted and Charlotte Blount Fund
1997
Karla Bolen Memorial Fund
2003
Elizabeth E. and Henry M. Booke Trust
1994
Sam and Anne Booke Family Trust
1989
Julian R. and Mary P. Bossong Fund
1998
Skip and Beth Boswell Trust
2007
Nick and Nancy Bragg Arts Fund
2013
Braswell Family Charitable Fund
1995
Mike and Wendy Brenner Trust
2002
Paul and Judy Moore Briggs Family Fund
2000
Royall and Alice Brown Advised Trust
1993
Royall R. Brown, Jr. Advised Trust
1992
Christopher David Budd Fund
1996
Joseph R. Budd Family Trust
1997
Nathan, Jordan, and Nicholas Budd Fund
1998
Richard P. and Sylvia S. Budd Fund
1983
Nancy W. Dunn Trust for Spiritual Development
Burr Family Trust
2006
Mignon Durham Charitable Fund
1997
John W. Burress Advised Fund
2008
Christopher Richard Eagan Fund
2002
Cardwell-Archer Charitable Fund
2001
EHI Fund
2004
Douglas and Marilyn Cardwell Fund
2010
Lynn and Barry Eisenberg Endowed Fund
1998
Mary J. and Kenneth P. Carlson Advised Fund
2000
Elkin Community Trust
1993
Carr Family Advised Fund
2006
C.B. Eller Education Fund
1987
Sam N. Carter and Pauline H. Carter Fund
2000
Grace H. Emken Fund
1993
Cawood Charitable Fund
1993
Ann and John Faris Community Fund
2008
Lee Chadwell Fund
2002
Finley-Anderson Fund
1994
Chuck and Bobbie Chambers Advised Trust
1992
Firetree Fund
2008
Chapman Family Fund
2010
Robert and Carol Ford Charitable Trust
1996
Lucy Hanes Chatham Fund
1949
For Katie’s Sake Endowment
2012
Lucy Hanes Chatham Library Fund
1951
Andrea and Brian Fox Fund
2013
Richard T. Chatham Fund
1972
Fries-Willingham Fund
2011
Thomas Lenoir and Anna Hanes Chatham Fund
1998
James A. and Elizabeth K. Fyock Trust
1999
Gerald Chrisco Charitable Fund
2013
Gaddy Educator Fund
2010
Robert Clark Family Fund
1997
Dr. Kenneth R. Gallup, Jr. Family Charitable Fund
1996
Phillip M. Clifton, MD Memorial Fund for Children
2003
Thad W., Mildred B. and Kathryn W. Garner Trust
1998
Brenda Kulynych Cline Fund
1998
Genesis Fund
2007
Clover Street Fund
2003
Glade Valley School Fund
1988
Ron and Jeff Coppage Cancer Fund
1999
Annie Bennett Glenn Fund
2010
A. Robert Cordell Family Trust
1998
Madlon and Kirk Glenn Family Fund
2010
Joan R. and David L. Cotterill Advised Trust
1994
Alice O’Kelley Goodson and William A. Goodson, Jr. 1991 Family Trust
Credence Fund
1997
Bill and Betty Gray Davis Fund
2000
John and Terrie Davis Family Fund
1999
Deem/Turner Charitable Endowed Fund
2012
DeForest Family Fund
2003
Ashley H. and Graham P. Dozier Charitable Fund
1998
Driscoll Family Fund
1997
Joseph B. and Mary M. Dudley Advised Fund
1997
1995
Alice Jane Goodson Fund
2011
William A. and Georgia H. Goodson Fund
1968
Louis and Marcia Gottlieb Family Fund
1996
Bernard and Anne Howell Gray Advised Fund for the Community
1998
Green Angel Fund
1997
J.T. Greene, Jr. Charitable Trust
1995
Emily Grousbeck Fund Donor-Advised Funds – continued on1988 next page
the winston-salem foundation annual report
FUNDS AND DONORS
[49]
Donor-Advised Funds, continued FUND
YEAR
James H. Millis, Jr. Family Advised Fund
2012
Jack and Betty Runnion Fund
Hanes Family Downtown Fund
2003
Dr. John H. and Elizabeth B. Monroe Fund
2002
Britton Rudolph Noel Sams Advised Fund
2013
R. Philip and Charlotte M. Hanes Community Trust
1988
Elsie L. Morris Fund
1999
Pearl and Ray Sams Family Trust
2000
Harrison Family Fund
2001
Morgan Family Charitable Trust
2010
Phoebe B. and William M. Satterwhite, Jr. Fund
2005
Sam and Kathryn Hauser Fund
2005
Gene and Margaret Motsinger Family Fund
2006
Daniel and Linda Sayers Charitable Fund
1996
Thomasine Herring Hayes Fund
2009
Neal Family Fund
2001
Margaret Scales and Graydon Pleasants Endowment 2007
Molly Millis Hedgecock Fund
2010
Lucian and Robie Neal Fund
2002
Andrew J. and Ellen N. Schindler Advised Fund
Steve and Ann Hendrix Fund
2001
Stephen L. Neal Advised Fund
1997
Adrian R. and Robert D. Shore Trust
1999
Emily Millis Hiatt Fund
2010
T. David Neill Family Fund
1998
SKM Charitable Fund
2004
Dorothy R. Hilton and J. Glenn Hilton Family Fund
2012
Henry McVeigh Noel II Advised Fund
2013
Katie Sleap Memorial Fund
2005
Judith Hoots Family Fund
2005
O’Brien Family Fund
2005
Zach Smith Fund
2009
B.F. Huntley and Josephine Huntley Trust
1997
Sam C. Ogburn, Sr. and Mary Ceile F. Ogburn Fund
2007
F. Conard and Jean Snyder Fund
2005
David A. and Roberta W. Irvin Fund
2000
Kevin and Wendy Oliver Advised Fund
2013
Morris and Lillian Sosnik Memorial Fund
1987
Janeway Family Fund
1996
Orr Family Charitable Trust
1999
Jonathan Mark Spaugh Memorial Charitable Fund
2010
W.T. and Mary Cobb Jenkins Family Fund
2005
Katherine W. Otterbourg Fund
2003
William A. and Eleanor W. Starbuck Advised Fund
2010
Florinda C. Johnson Charitable Fund
2005
Barbara and C.T. Overby Youth Golf Fund
2006
William A. and Eleanor W. Starbuck Charitable Fund 2010
Garland Johnson Fund for the Benefit of Elkin Public Library
2001
Barbara M. Page Fund
2013
Rufus T. Stedman Memorial Fund
1931
Marlene and Craven Page Trust
1997
Nealie Belk Stevens Fund
1962
Dwight E. and Annie E. Pardue Advised Fund
2004
Richard and Wendel Stockton Fund
1997
Harry O. and Margaret W. Parker Family Trust
2006
Janice Kulynych Story Fund
1998
Nathan E. and Lisa J. Parrish Advised Fund
2007
Charles V. Taft Family Charitable Trust
1995
Eugene and Ann Paschold Fund
1996
John A. and Marguerite B. Taylor Fund
1986
Bob Pate Memorial Fund
1987 1996
Thompson/Rotary Club of Winston-Salem Educational Fund
1950
Pauline Davis Perry Fund L. Gordon and June D. Pfefferkorn, Jr. Trust
1993
L. Gordon, Jr. and June D. Pfefferkorn Trust-2
1999
Steve and Carolyn Phelps Fund
2011
J. Michael Johnston Memorial Fund
1996
Jones Family Fund
2006
Leon and Renee Kaplan Fund
1999
Stanhope A. and Elizabeth P. Kelly Family Advised Fund
2012
Kind Kids Care Advised Fund
2012
Dale King Fund
2004
L. Andrew Koman and Leigh E. Koman Fund
1999
Thomas J. and Lynne Koontz Charitable Trust
1996
A.J. Linville Memorial Fund
2006
Lippard Traumatic Brain Injury (TBI) Fund
2011
Jeff and Debbie Long Fund
2012
Lowy Family Fund
1997
M3 Family Fund
2012
Jim and Mary Allen Martin Fund
2012
Lydia Phillips McCabe Advised Fund
1997
McGowen Charitable Fund
1996
McGuirt Family Fund
1996
McHugh Family Fund
2012
J. Frank and Laura Turnage McNair Charitable Trust
1996
William and Kim Means Charitable Fund
1996
Medlin Charitable Fund
1994
John and Kelly Merritt Family Charitable Trust
2007
Henry S. Miller Advised Fund
2005
James and Deborah Millis, Jr. Fund
2009
[50] FUNDS AND DONORS
Piedmont Federal Fund
1993
Ruth M. and Clifton E. Pleasants Trust
1990
Ashburn Wright Wall Pollock Charitable Trust
1994
Frances and Steve Porter Family Fund
2010
Billy D. and Deborah Prim Donor Advised Fund
2004
Gladys Cain Pulliam and Grady R. Pulliam, Jr. Fund
2007
David and Deborah Rice Fund
1995
Roaring Gap Community Fund Endowment
2010
Roaring Gap Fund Education Endowment
2011
T. Wayne Robertson Memorial Fund
1998
Roslyn Trust
2000
Rubin Family Fund
2000
Tom and Kathy Rucker Charitable Trust
2000
Guy and Liz Rudisill Fund
1993
Benjamin and Avon Ruffin Family Fund
2007
the winston-salem foundation annual report
1996
2004
Thornton Family Fund
2001
Tuttle Family Charitable Fund
2005
Harry and Nancy Underwood Advised Trust
1994
Margaret M. Urquhart Advised Fund
2001
Carolyn H. Vaughn Fund
1997
Wall Family Trust
2002
Maytrice Walton Fund
2010
Ward Family Advised Trust
1995
Sharon L. Washington-McBryde Memorial Fund
2005
Bill and Judy Watson Fund for the Arts
2011
Edward Kent Welch Memorial Fund
2005
A.T. Williams Oil Company Fund
1988
A. Tab Williams, Jr. Crime Prevention Fund
1996
A. Tab Williams, Jr. Public Education Fund
1996
Catherine R. Williams Family Fund
2003
John W. and Donna H. Willingham Advised Fund
2006
Diana Dyer Wilson Endowment Fund
1971
Jane Butler and J.D. Wilson Family Trust
1983
Donor-Advised Funds, continued FUND
Paula Wimmer Memorial Fund
YEAR 2006
Windfall Fund
2012
Ann King Windham Fund
2004
Winston-Salem Dash Baseball Community Trust
1999
Winston-Salem/Forsyth County Economic Development Fund
1985
Winston-Salem Forsyth County Excellence in Education Endowment Fund
1982
Winston-Salem Police Benefit Fund
1980
Winston-Salem Regional Association of REALTORS Charitable Fund
2005
Winston-Salem Twin City Host Lions Club Endowment Fund
1999
Wolfe Family Fund
2000
Woman’s Club of Winston-Salem Fund
1935
Women’s Fund Endowment
2007
Rick and Lyn Worf Fund
1998
Elizabeth L. Wyeth Fund
1998
Bryan D. Yates Fund
2013
JoAnn M. Yates Fund
2008
Lynn and Jeff Young Charitable Fund
2010
Yasser and Georgia Youssef Family Trust
2008
Youth Grantmakers in Action (Youth Philanthropy Initiative)
2004
Blanche Raper Zimmerman Fund
1986
the winston-salem foundation annual report
FUNDS AND DONORS
[51]
ENDOWED FUNDS
DESIGNATED AND AGENCY ENDOWMENT FUNDS
D
ESIGNATED FUNDS are established by donors who wish to provide annual support to specific charities in perpetuity. 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 ENDOWMENT FUNDS to enhance their work in the community and to support their long-term sustainability. NEW FUNDS IN 2014
PURPOSE
Bellin Charitable Fund Established by the charitable remainder trust of Marie Bellin for various charitable purposes Richard and Sylvia Budd Endowed Christian Fund Established by Richard and Sylvia Budd in 2014 for support of Calvary Baptist Church Elaine Dowdell Designated Fund Established through the estate of Elaine Dowdell for specified arts organizations Sandra Gallant Mental Health Association Endowment Established as an agency endowment by the Mental Health Association in Forsyth County Frank Borden Hanes, Sr. Fund Established to support the New Winston Museum Missy Hunter Fund for NCSICA Established in honor of Missy Hunter to support scholarships for students studying at the North Carolina Summer Institute in Choral Art Norman Johnson Endowment for Piedmont Opera Established as an agency endowment by Piedmont Opera Eleanor Powell Organ Trust Fund Established by the estate of Eleanor C. Powell for the repair and maintenance of the church organ at Maple Springs United Methodist Church Jesse Powell Trust Fund Established by the estate of Eleanor C. Powell for St. Labre Indian School in Ashland, Montana Willis and Marion Secrest Chair Endowment Established by bequest from Marion Secrest for the Winston-Salem Symphony Nelson and Dorothy Tomlinson Fund for Brenner Established by F. Nelson Tomlinson, Jr. for the NICU at Brenner Children’s Hospital Nelson and Dorothy Tomlinson Fund for Davidson College Established by F. Nelson Tomlinson, Jr. for the John and Missy Kuykendall Scholarship and Need Fund at Davidson College Benjamin F. and Lanette E. Young Designated Fund Benefiting Established by Benjamin F. and Lanette E. Young for support of the New Light Missionary Baptist Church for the Marian Willette Young New Light Baptist Church in Honor of the Marian Willette Society Fund Young Society
FUND
YEAR
Anonymous (1)
Arts for Life Endowment
2008
Nathalie L. Bernard Fund
1963
1970
Big Brothers/Big Sisters Services, Inc. Endowment
1996
1970
Adam Legacy Endowment Fund
2013
Ashburn Trust-Bowery Mission and Young Men’s Home
Louise and Sam Adams Designated Fund
2005
Ashburn Trust-World Vision
Louise S. and Samuel C. Adams Trust
2013
Associated Charities Fund
2009
Aunt Pauline’s Pantry Fund
Emily Allen Wildflower Preserve Protection and Management Endowment
2001
Sarah Austin Child Development Center Trust
1995
Sarah Austin Family Services Shelter Trust
1991
Buena Vista Median Restoration Endowment
2011
Celeste Tucker Alspaugh Memorial Trust
1964
Mary Ruth B. Barrett Fund
2006
Nick Bunce Friendship Fund
2002
John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust-Children’s Home
1964
Celestine Pate Bass Memorial Hospice Fund
2007
Bess Lee Burke Memorial Fund
2003
American Red Cross (Northwest North Carolina Chapter) Endowment Fund
1997
Joyce Adger Endowment for Bethesda Center
1989
1928
Daniel and Jo Ann Boucher Industries for the Blind Endowment
2004
2013
Gertrude and Morris Brenner Fund
1993
Hal Brownfield Endowment
2007
Marshall B Bass Best Choice Center Endowment Fund 1997
Albert L. Butler, Jr. and Elizabeth Bahnson Butler Fund 2011
Marshall B Bass Fund for Senior Services
2008 2008
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial 2000 Fund-Designated
2010
Amos Cottage-Harry O. Parker Wing Fund
2004
Marshall B and Celestine P. Bass Endowment
Arts Council Endowment Fund
1957
Bill and Hallie Beckerdite Trust Fund
[52] FUNDS AND DONORS
Mary Leight Booe Fund
the winston-salem foundation annual report
Calvary Baptist Church Fund
1998
Camp Civitan Fund
1986
Designated and Agency Endowment Funds, continued FUND
YEAR
William (Billy) and Maggie Gordon Memorial Fund for Haw Pond Church of Christ
1998
Grace Court Trust
1996
Margaret N. Graham Art Fund Bowman and Gordon Gray Trust
Trey Jones Philmont Scholarship Fund
2007
William Joyce Camp Dogwood Endowment
1995
Junior League of Winston-Salem Endowment Fund
Dorothy M. Carpenter Fund
2008
1998
1942
Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center
2006
Carr Family Fund-Designated
2006
Centenary United Methodist Church Sunday School Fund
1927
1970
The Centers for Exceptional Children Endowment Perry B. Clark Memorial Fund of Leadership Winston-Salem A.F. Clement Trust-Designated
2011
Joel and Blanche Clingman Charitable Trust
2009
College Park Baptist Church Endowment Fund
2013
Habitat for Humanity of Forsyth County Endowment 1999 Fund-II
Community Care Center for Forsyth County, Inc. Endowment
2007
Mr. and Mrs. F. Borden Hanes, Jr. Designated Trust
2010
Community Marrow Donor Program, Inc. - Forsyth County Area Endowment
2000
Gordon Hanes Memorial Endowment for Crisis Control Ministry
1995
Little Theatre Endowment Fund
1996
Nottie Riddle Cook Fund
1986
Jacob F. Hanes Fund for The Children’s Home
1935
Lloyd Presbyterian Church Fund
2001
Planned Parenthood Dewitt Cordell Education Endowment
1987
Jacob F. Hanes Fund for Superannuated Methodist Ministers
1935
Regina Derwin Lofland Fund
2013
Florence Corpening YWCA Mission Fund
2012
Joan H. Hanes Fund
1983
Athalene Couch Fund
2012
Crimestoppers Endowment Fund
1992
Crisis Control Ministry, Inc. Endowment Fund
1987
Crosby Endowment Fund
1987
Crosby Scholars Endowment Fund
2008
Jane R. Kennedy Endowment Fund
1989
Bowman Gray Trust-Bowman Gray School of Medicine 1970
Louis and Gretchen Klaff Trust-Designated
2010
2010
Gordon Gray Trust-Bowman Gray School of Medicine 1982 James A. Gray Endowment
1946
Petro Kulynych/Blue Ridge Parkway Foundation Endowment
2003
1987
James A. Gray Foreign Mission Fund
1948
Group Homes of Forsyth, Inc. Endowment
1993
Selden Cundiff Memorial Trust for the Endowment 2002 of Holly Haven Care home of AIDS Care Service, Inc.
Virginia Scully Hart Memorial Fund
2012
Lewis Lee and Suzanne Ellis Hawley Memorial Fund
2008
Charles E. and Pauline L. Hayworth Fund
1994
Thomas K. Hearn, Jr.-Leadership Winston-Salem Scholarship
2010
Henderson Endowment for Galloway Memorial Episcopal Church
2010
Petro Kulynych Community Fund
2012
John W. Landingham Fund
2009
Peggy Bowen Leight Fund
2001
William H. Lester Memorial Scholarship
1990
Maintenance Trust for Lewisville United Methodist Church
1998
Elsie Ann Long Memorial Fund
1995
Love’s United Methodist Church Memorial Fund
2008
Love’s UMC Capital Needs Fund
2008
Jennifer Lowy-Dock Fund
1997
Lowy Fund-Shepherd’s Center
2000
Anne and Bill Magness Meals-on-Wheels Fund
2008
Bonnie B. and James C. Messick Charitable Fund
2013
G.L. Millsaps Memorial Trust
2000
Ada Hill and Jesse Davis Powers Fund
2005
J. William Moir Charitable Trust
2006
Bunny and Bill Davis Highland Scouting Fund
2000
Mary Hill Habitat for Humanity Fund
1996
Montague Scholarship Medal Fund
1939
Carolyn G. and Charles H. Duckett, MD Endowed Fund
2013
Lawrence and Wilda Hine Charitable Fund
2011
William G. Montgomery, MD Fund for Senior Services 1995
Elkin Public Library Endowment
2011
William D. and Jane F. Hobbs Rector’s Discretionary 2008 Fund of St. Paul’s Episcopal Church
National Trust for Historic Preservation in the United 1981 States
Enrichment Center Endowment
2006
James E., Jr. and Betty Jones Holmes Fund
1999
Mil and Marsh Naugle Fund
1999
Alex C. Ewing North Carolina School of the Arts Campus Fund
1999
Lawrence Byerly Holt, MD Memorial Fund
1988
1992
John H. Felts, M.D. Fund
2000
Raymond B. Hooker, Jr. Fund-Designated
2000
North Carolina Academy of Physician Assistants Endowment
Forsyth County Dental Society Endowment
2010
Hope Trust of Crisis Control Ministry
1995
Forsyth Jail and Prison Ministries Endowment
2002
Cecil and Henrietta Foushee Fund for Maple Springs 2013 Friendship Force of Central North Carolina Fund
1987
Guy R. and Florence M. Fulp Charitable Trust
2000
Galloway Memorial Episcopal Church Endowment
2009
Germanton United Methodist Church Fund
2005
J. Kirk Glenn Jr. Endowment for Crisis Control Ministry
2008
Goodwill Industries of NW NC, Inc. Endowment
1997
Judith and Marbry Hopkins Endowment
1996
Louise S. Hunter Fund
2004
Viola and Dwight Jackson Memorial Fund
1999
Ella Mae Johnson Fund
1994
Johnson Family Cemetery Trust Fund
1999
Jimmy Johnson Memorial Fund
2005
Johnson Legacy Fund for Art
2012
June Porter Johnson Fund for Salem Academy and College
2006
George S. Norfleet Bible Fund
1932
Elizabeth C. and Ralph B. Ogburn Fund
1984
Old Hickory Council/Camp Raven Knob Endowment 1989 Old Hickory Council Endowment Fund
1997
Outer Banks Relief Foundation Fund
2011
Harry O. and Margaret W. Parker Ophthalmology Research Fund
2004
Margaret W. Parker Fund for Amos Cottage- Discretionary
2004
Margaret W. Parker Fund for Amos Cottage- Operations
2004
the winston-salem foundation annual report
FUNDS AND DONORS
[53]
Designated and Agency Endowment Funds, continued FUND
YEAR
Margaret W. Parker-Ronald McDonald House of Winston-Salem Endowment Fund
1998
Otis B. and Genevieve W. Parrish Endowment Fund II 1992
St. Timothy’s Episcopal Church Outreach Fund
2013
H. and E. Vogler Fund
1978
Samaritan Ministries Endowment Fund
2001
Voluntary Action Center Training Endowment Fund
1986
Sawtooth School for Visual Art Endowment
1996 1996
Spencer and Nell Waggoner Charitable Fund- Designated
2005
Sawtooth School for Visual Art Scholarship Fund
1997
Mary A. Payne Charitable Fund
2009
Lucy Paynter Fund
2005
Second Harvest Food Bank of Northwest North Carolina Fund
Peace Haven Baptist Church of Winston-Salem Endowment
2010
SECU Family House Endowment
2013
Wilkes Library Endowment
2001
Fred Taylor Peden Trust of St. Paul’s Wilkesboro
2001
Senior Services, Inc. Endowment
1994
Wilkes Playmakers Inc. Endowment
2007
Penland Endowment for Art Education
2010
R.Y. and Eileen Sharpe Fund
1983
Mr. and Mrs. A. Tab Williams, Jr. Fund
1998
Penland School of Crafts Fund
1983
James Reynolds Sheffield, Sr. and James Reynolds Sheffield, Jr. Trust
1995
A.T. Williams, Jr. Family Fund for St. Paul’s Episcopal 1993 Church
Francis D. and Fannie Byrd Smith Pepper, Sr. Fund
1997
A. Tab Williams, Jr. Fund for the Salvation Army of Winston-Salem
1996
1997
Shepherd’s Center of Greater Winston-Salem Endowment Trust
2005
Francis D. and Phyllis Canup Pepper, Jr. Fund Louise A. Peterson Trust
2002
Irving and Minnie Sheppard Memorial Fund
1999
A. Tab Williams, Jr. St. Paul’s Building Fund
2007
Pfafftown Jaycees Designated Fund
2005
Sloan S. Sherrill Fund
1978
LuTelle Sherrill Williams Fund
1986
Piedmont Opera Endowment Fund
1987
Siloam Baptist Church Endowment Fund
1997
2001
Pinedale Christian Church Fund
1997
Paul and Sara Sinal Fund
1997
Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center
Kerr and Naomi Pinnix Designated Fund
2006
Julia Davis Pollard Memorial Fund
1969
Orpha Marie Leonard Pope Fund
1986
Richard and Barbara Pope Trust
1998
Larriston Hill Powers Memorial Fund
2005
Preservation North Carolina - Winston-Salem Regional Office Endowment Fund
1997
Kenneth O. Raschke Literacy Initiative Trust
1996
Mary Neil Henderson Rice Designated Fund
2010
Stephen G. Richey Memorial Fund
1986
Wood Richmond Memorial Fund
1960
Golding H. Riddle Fund
1953
Golding H. Riddle St. Paul’s Episcopal Church Fund
2001
Right Turns for Youth Endowment
2003
Jimmy Roddick Fund
2010
Ronald McDonald House of Winston-Salem, Inc. Endowment Fund
1985
Lorraine Flynt Rudolph Endowment Fund
Frances Horne Smith and Howard H. Smith Memorial 1968 Fund
John and Pauline Hoots Waller Trust
1999
Ina B. Watson Trust
2000
Diana Dyer Wilson Organ Maintenance Fund
1993
Winston-Salem Civitan Fund
2009
Gilbert W. and Gail S. Spencer Fund
2008
Winston-Salem Delta Fine Arts, Inc. Endowment Fund 1995
Sprinkle Mission Fund
1982
Winston-Salem National Little League Endowment
2000
Stafford Fund for Bunker Hill Cemetery
2011
1999
Pearl Fields Stafford Fund for Salem Academy
2011
Winston-Salem Piedmont Triad Symphony Heritage Fund
Lucy L. Stedman Memorial Fund
1931
Ruth Stevenson Stewardship Endowment
2004
Ralph and Peggy Stockton Arbor Acres Fund
2006
Sturmer Spay and Neuter Fund
1993
Winston-Salem Symphony Chair Endowment Fund
1971
Dorothy E. Wolf Charitable Fund
2010
Wolfe Family Charitable Fund
1996
Wolfe-Steele Young Life Trust
1996
Jane Gilbert Womble Fund
2010
William F. and Jane Gilbert Womble Fund for Arbor Acres
2010
Summit School Endowment Fund
1959
Robert E. Taylor Memorial Fund
1995
William Mills and Margaret Parks Taylor Fund
2007
Frances and Jesse Temple Designated Fund
2013
William F. and Jane Gilbert Womble Fund for Senior Services
2010
Jesse C. Temple Trust Fund
2013
World Law Fund
1994
Stuart C. Thomas Designated Fund
2013
1999
Tower Fund
2008
Bland and Ada Worley/Blue Ridge Parkway Foundation Trust
2004
Trinity Center Endowment Fund
2000
St. Paul’s Episcopal Church Endowment
1946 1950
Bynum E. Tudor Fund for Reynolda House Museum of American Art
2001
St. Paul’s Episcopal Church Mission Fund St. Paul’s Wilkesboro Endowment Fund
2001
Twin City Kiwanis Endowment
2013
St. Philip’s Episcopal Church Fund
1953
Unitarian Universalist Fellowship Endowment
2002
St. Stephen’s Episcopal Church Endowment
1997
United Way Caring Shares Endowment
1990
St. Timothy’s Episcopal Church Endowment
2013
[54] FUNDS AND DONORS
United Way Joel A. Weston, Jr. Memorial Endowment 1988 Forrest and Gene Vogler Arts Endowment
the winston-salem foundation annual report
2008
Hal G. Worley Endowment Fund
2011
Chris Yarborough Memorial Sawtooth School Trust
1998
YMCA of Greater Winston-Salem Heritage Club Endowment
1995
James and Johanna Yopp Fund
2013
Special Children’s School-Jacqueline Styers Young Fund
2001
Youth Opportunities Endowment
2013
ENDOWED FUNDS
STUDENT AID FUNDS
S
INCE 1923, THE FOUNDATION’S STUDENT AID FUNDS have provided local students with the resources to pursue their academic goals. Donors may establish scholarships or grants to support students from a particular high school, church, or county,
or for those who attend a specific college or university.
NEW FUNDS IN 2014
PURPOSE
Jimmy and Sara Glenn Scholarship Established by Sally G. Blanco, Frances G. Porter, and J. Kirk Glenn in memory of their parents to provide scholarships to graduating Forsyth County high school seniors or Forsyth County residents who are current college students L. Gordon, Jr. and June D. Pfefferkorn Student Aid Fund Established by Gordon Pfefferkorn for need-based student aid
FUND
YEAR
Clyde and Martha Aldridge Scholarship
2007
Annie S. Alexander Memorial Scholarship
2009
Kate Allred Education Grant
2010
William H. Andrews/HAWS Scholarship Fund
1993
Zack H. Bacon IV Scholarship
2005
Marshall B Bass Endowed Scholars Program at Winston-Salem State University
2002
Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College
2005
Marshall B Bass Scholars Endowment Fund at Livingstone College
2007
Marshall B Bass Scholars Fund at Voorhees College
Elmer and Rosa Lee Collins Scholarship
2006
Robin and Danny Greenspun MBA Scholarship
2011
Lloyd E. and Rachel S. Collins Scholarship Fund
2001
Claude B. Hart Memorial Scholarship
2004
Mary Rowena Cooper Scholarship Fund
1991 2005
William T. Hatch and Mabel P. Hatch Scholarship Fund
1994
Ray and Jackie Cope Scholarship Fund D.C. Cornelius Memorial Scholarship Fund
2004
Fred and Mozelle L. Hinshaw Scholarship Fund
1995
Hispanic League Scholarship
2013
Walter R. Hoag Scholarship Fund
1990
Serena D. Dalton Scholarship Fund
1977
Joseph E. Davies Scholarship Fund
2002
Bunny and Bill Davis Highland Scholarship Fund
2000
Oliver Joel and Ellen Pell Denny Healthcare Scholarship
1985
Joyce and Jim Dickerson Scholarship Fund
2000
2004
Digestive Health Specialists Scholarship
2010
A. Ruth Hutchins Memorial Scholarship
2010
Trina M. Batchelor Memorial Scholarship
2013
Wade and Marcelene Duncan Scholarship Fund
2004
Elizabeth Loving James Memorial Scholarship
2007
F. A. and Charlotte Blount Scholarship
2007
Billy Dwight Memorial Scholarship
2011
John Russell Jarman Scholarship Fund
1996
Sam L. Booke, Sr. Scholarship Fund
1989
East Forsyth High School Alumni Scholarship
2002
Flora Royall Johnson Scholarship Fund
1996
Boyles-Eidson Scholarship Fund
2001
James M. and Mary P. Edwards Memorial Scholarship 2010
Stella B. Johnson Scholarship Fund
1987
Jeanna Brown Memorial Scholarship Fund
1986
James L. Einstein College Scholarship Fund
2009
Tripp Joye Memorial Scholarship Fund
2009
Tien Bui Memorial Scholarship
2007
Marlene Marie Pope Flinchum Scholarship
2001
Kapp-Weaver Scholarship Fund-Greensboro College 1997
Bryon Tyler Burdick Memorial Fund
1989
Forsyth County Nursing Scholarship Fund
1969
Wes Burton Memorial Scholarship
2005
William Ragsdale Froelich Memorial Scholarship
2010
Kapp-Weaver Scholarship Fund-R.J. Reynolds High School
Fred Colby Hobson Scholarship Fund
1994
Brevard R. Hoover, Jr. Leadership Award
2007
I.W. Hughes Scholarship Fund
2008
Sergeant Mickey Hutchens Leadership Scholarship
2009
1997
J. Lee Keiger, Jr. Family Fund
1999
Douglas Gray Kimel Scholarship Fund
2007
Joyce Kohfeldt Endowment for Crosby Scholars
2011
Carver High School Alumni Association Scholarship 2010
Joe E. Gaddy, Jr. and Margaret W. Gaddy Scholarship 1995
Mark Collier Caudill Scholarship
2011 2006
The Garden Club Council of Winston-Salem and Forsyth County Scholarship
2004
Ray S. Church Memorial Scholarship Fund A.F. Clement Trust for Scholarships
2011
Matthew Alan Gfeller Memorial Scholarship
2009
Lambeth Family Scholarship
2011
Gwenn Steward Clements Scholarship
2009
Claire Tillson Gladding Scholarship
2010
Law Enforcement Benefit Fund
1993
Azalee Clements Memorial Scholarship
2012
James A. Gray High School Alumni Scholarship
2002
Law Enforcement Family Scholarship Fund
1994
Josh Gray Memorial Scholarship
2010
Leinbach Chain-Breaker Scholarship Fund
1992
the winston-salem foundation annual report
FUNDS AND DONORS
[55]
Student Aid Funds, continued FUND
YEAR
Denver Lindley, Jr. Arts Scholarship Fund
2012
Johnny Lineberry Memorial Scholarship Fund
2008
L.D. and Elsie Long Memorial Scholarship Fund
1980
Love’s UMC Scholarship for Christian Education
2008
Love’s United Methodist Church Scholarship Fund
2008
Edwin E. and Grace Kimrey Maddrey Scholarship Fund
2003
Douglas N. Marlette Memorial Scholarship Fund
2012
Rider Family Scholarship
2004
Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund
1996
Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund
1998
Samuel K. Rowland Trust
1928
Salem Lodge #139/Robert A. Miller Memorial Scholarship
2011
Ray and Pearl Sams Scholarship Fund
1999
Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund
2008
Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund
1997
Mark James Mendenhall Memorial Scholarship Fund 2009
Sharpe Student Loan Fund
1981
Millennium Charter Academy College Scholarship
2007
Bruce Shelton Scholarship Fund
1991
Julia Yokeley Miller Memorial Scholarship Fund
1983
Thomas E. Shown, MD Scholarship Fund
2006
N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund
2003
Jonathan LaRon Skinner Memorial Scholarship
2010
Gray W. Mock Family Scholarship
2005
Chester Arzell and Helen Miller Montgomery Scholarship Fund
2007
Mary Speer Martin Scholarship Trust
1997
R. Bruce Matthews Student Assistance Fund
2010
Albert Morgan, Jr. and Olivia E. Morgan Scholarship 2012 Harry C. Morgan Memorial Scholarship
2012
Paul Holcomb Murphy Memorial Fund
1983
Murray Supply Company Scholarship
2006
Michael Nachman Scholarship Fund
1995
Emma Kapp Ogburn Memorial Fund
1946
Orthopaedic Specialists of the Carolinas’ Nursing Scholarship
2002
Willis H. Overby Scholarship
2010
Jeannette Anderson Parker Memorial Scholarship Fund
2008
Otis B. and Genevieve W. Parrish Scholarship
2010
Alice Conger Patterson Scholarship
2007
William H. and Lena M. Petree Trust
1996
L. Gordon, Jr. and June D. Pfefferkorn Scholarship
2004
L. Gordon, Jr. and June D. Pfefferkorn Scholarship for FTCC
2004
Philo ABC Memorial Scholarship Fund
2001
Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund
2005
Dean Prim Scholarship Fund
1989
Robert G. Prongay Key Club Scholarship
2001
Patty Brendle Redway Fund
1996
Ann Lewallen Spencer Scholarship Fund
1995
Shaun Edward Stewart Scholarship
2013
Stultz Scholarship Fund
1982
Summit School Opportunity Fund
2006
Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship
1966
Bill and Cynthia Tessien Scholarship
2011
Jeff Turner-Forsyth Audubon Scholarship Fund
2005
Nell and Spencer Waggoner Scholarship Fund
2005
Art and Dannie Weber Scholarship
2007
Art and Dannie Weber Fund for Forsyth Tech Community College
2007
Erma Drum Webster Fund
1996
Paul M. Wiles Scholarship Fund
2013
A.T. Williams Oil Company Fund II-H. Frank Steelman Scholarship
2001
A.T. Williams Oil Company Scholarship Fund
1998
A. Tab Williams, Jr. Scholarship Fund
2003
Elizabeth T. Williams Memorial Scholarship
1999
Edwin H. and Louise N. Williamson Endowed Scholarship
2007
The Winston-Salem Foundation Student Loan Fund
1947
Winston-Salem Hospitals Consortium Nursing Student Loan Fund
1981
Erica Wolfe Memorial Scholarship Fund
1998
Woodbine Big Dreams Scholarship
2011 1985 1983
Kate B. Reynolds Scholarship Fund
1979
Yadkin County Association of Educators (YCAE) Scholarship Fund
R.J. Reynolds High School Class of 1968 Memorial Scholarship Fund
1998
Marcus Raper Zimmerman Scholarship Fund
[56] FUNDS AND DONORS
the winston-salem foundation annual report
THE WINSTON-SALEM FOUNDATION
SCHOLARSHIP AND EDUCATION GRANT
T
HE WINSTON-SALEM FOUNDATION SCHOLARSHIP AND EDUCATION GRANT, established in 2008, provides scholarships to Forsyth County students as they pursue post-secondary education. Recipients must demonstrate outstanding leader-
ship, school service, and community involvement and should exemplify the Foundation’s core values of generosity, inclusion, integrity, and excellence.
The Foundation greatly appreciates the previously established student aid funds listed below 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 also welcomed as we seek to make our community stronger through the higher education of our youth. DONORS IN 2014 Mr. and Mrs. J. Carlton Deaton
COMPONENT FUND Guy J. Bridges, Jr. Educational Fund
YEAR
Andrew Lane Memorial Scholarship
2006
2006
Lasater Student Loan Fund
1927 2008 2009
Ms. Daisy Rodriguez
Leo Caldwell Memorial Student Loan Fund
1923
Rachel Tolson Law Memorial Scholarship Fund
Ms. Susan C. Stinson
Stanley Michael Elrod Scholarship Fund
2004
Ricky Douglas Mitchell Scholarship Fund
1937
Norfleet Memorial Fund
1976
John L. Gilmer Student Loan Fund
1947
Lucy Simmons Puryear Memorial Scholarship Fund
1994
John Gold Memorial Fund
1976
W.N. Reynolds Student Loan Fund
1931
Anna Hodgin Hanes Student Loan Fund
1926
M.D. Stockton Education Fund
1927
Stanley D. Hartgrove Memorial Scholarship Fund
1997
N.D. Sullivan Charitable Trust
1971
1976
George B. Whitaker Memorial Student Loan Fund
1927
Emergency Loan Fund
Keith Jackson Memorial Fund
the winston-salem foundation annual report
FUNDS AND DONORS
[57]
NON-ENDOWED FUNDS
NON-ENDOWED ADVISED FUNDS
N
ON-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 2014 Tom Adams Fund
Faircloth Family Fund
Prince William Community Benefit Fund (Hollis)
All Life Matters Fund
Warren and Susan Leake Jones Charitable Fund
Kate B. Reynolds Charitable Fund for Poor and Needy
Richard W. Averill Charitable Fund
Kayce King Donor-Advised Fund
Dale S. Seibert Fund
Charles D. Barham III and Ann Hiott Barham Charitable Fund
Morris and Denise Moore Charitable Trust Fund
Singletary Family Charitable Fund
Marianne and Jim Bennett Fund
Charles Mull Fund
Stratford Rotary Fund for Kimberley Park
Alan and Lisa Caldwell Family Trust
Novant Community Benefit Fund (Izard)
Team Jonah Fund
Lee Ann Wood Chrisco Charitable Fund
Novant Community Benefit Fund (Phillips)
Allison and Richard Watts Fund
Ernest J. Fackelman and Cynthia J. Skaar Fund
Abbie and FD Pepper, Jr. Fund
Anonymous (7)
Bentley Fund
Thomas A. and Kay B. Carter Advised Fund
Jean T. Adams Fund
Deborah L. Best Advised Fund
David and Deborah Cassels Fund
AEG Fund
Mr. and Mrs. H. Lee Bettis Advised Fund
Cavanaugh Fund
David and Liz Albertson Fund
Frank L. Blum Fund
Steve and Tonya Cavanaugh Hope Fund
Hannah Albertson Fund
Wilba Parrish Brady Advised Fund
Hobart and Adelaide W. Cawood Fund
Elms and Harriet Allen Advised Fund
Paul Breitbach Fund
Chuck and Bobbie Chambers Advised Fund
Gayle Anderson/Carey Hedgpeth Fund
Mike and Wendy Brenner Charitable Fund
Dudley C. and Winborne S. Chandler Fund
Dr. Stephen G. and Cynthia Anderson Advised Fund
James T. and Betty S. Brewer Fund
Barbara F. Chatham Advised Fund
Mr. and Mrs. James N. Andrews Fund
Bridgeford Charity Fund
Jerry and Brenda Cheek Charitable Fund
ARC Fund
Michael Britt Family Fund
Christopher Fund
Marie and Guy Arcuri Family Fund
Brookfield Fund
Nick and Jennifer Chrysson Advised Fund
Douglas D. Arnold and Lynn E. Calhoun Advised Fund
Grace and Jimmy Broughton Fund
Jeff T. and RenĂŠ F. Clark Advised Fund
Dan and Margaret Austell Fund
Bruce T. and Susan B. Brown Charitable Fund
Perry and Kelli Clark Charitable Fund
Charles S. and Beth D. Baldwin Advised Fund
Bruce T. and Susan B. Brown Family Fund
Gwenn S. and Michael L. Clements Advised Fund
Pam and Bill Ball Advised Fund
Henrietta Dibrell Brown Advised Fund
D. Elwood Clinard Fund
R. Barrett Family Fund
Kenton and Amy Brown Fund
Kirtan Coan and Al Greene Advised Fund
Marshall B and Celestine P. Bass Non-Endowed Advised Fund
Kirby C. Brown Fund
Sophia Cody Advised Fund
Michael and Julie Baughan Fund
Patty and Malcolm Brown Fund
Robert F. Coil Advised Fund
Bill and Louise Bazemore Fund
Rodney C. and Martha R. Brown Fund
David and Carole Collins Fund
Edward S. and Barbara T. Beason Advised Fund
Josh Bush Charitable Fund
Tom and Jocelyn Connors Fund
Stewart and Tracey Beason Charitable Fund
Callahan Family Fund
Barry and Dottie Cook Fund
Ranlet S. and Frank M. Bell, Jr. Advised Fund
Angela and William Carr Advised Fund
Harry Corpening Fund
Mr. and Mrs. Graham F. Bennett Advised Fund
Susan Cobb Carson Advised Fund
Charles A. and Sally P. Corpening Family Fund
John and Jeanne Bennett Family Fund
Carswell/Parsley Family Fund
Dr. and Mrs. Robert J. Cowan Advised Fund
[58] FUNDS AND DONORS
the winston-salem foundation annual report
Non-Endowed Advised Funds, continued Cramer Family Fund
Paul Fulton Non-Endowed Advised Fund
Homebuilders Association of Winston-Salem Charitable Fund
Craven Family Fund
Dr. Kenneth R. Gallup, Jr. Advised Fund
Bob and Gwynn Hooks Fund
Jane and Penn Craver Advised Fund
Caroline Gamble Charitable Fund
Hope For The Hopeless - Spencer Meyer Foundation Fund
Mrs. Elizabeth W. Crockett Advised Fund
Harold and Patricia Garner Donor Advised Fund
Mark and Betsy Hoppe Family Fund
O.K. Crouch Family Fund
Garrett-Glass Donor Advised Fund
H & R Hough Fund
Rick and Sara Crowder Charitable Fund
John and Linda Garrou Advised Fund
Wava Howard Runnymede Beautification Fund
Bill and Betty Gray Davis Advised Fund
Susie and John Gates Charitable Fund
Eric N. Hoyle Advised Fund
Mr. and Mrs. Thomas H. Davis, Jr. Advised Fund
Brenda and Scott Gerding Fund
Robert C. and Catherine C. Huber Advised Fund
Deaton Family Advised Fund
Gfeller Family Fund
Tom and Lucia Hughes Family Fund
Deem/Turner Charitable Fund
Jim and Mary Alice Gibbs Advised Fund
Frank and Margaret Hunter Fund
DeRamus Family Fund
John Munro and Flavel McMichael Godfrey Advised Fund
I. L. Long Construction Co., Inc. Community Support Fund
Patricia Ann Rudolph Dixson Advised Fund
Ted and Julia Ann Goins Advised Fund
Mr. and Mrs. David A. Irvin Advised Fund
Kay and Dan Donahue Fund
Tony and Vi Golding Fund
Jim and Dianne Iseman Charitable Fund
Mr. and Mrs. James W. Douglas Advised Fund
Judy S. and William A. Goodson, III Advised Fund
Susan Cameron (Ivey) Advised Fund
Mr. and Mrs. Thomas S. Douglas III Advised Fund
Thomas O. and Leesa L. Goodson Advised Fund
Francis and Adele James Advised Fund
Ashley H. and Graham P. Dozier Advised Fund
William A. and Georgia H. Goodson Fund/Goodson Advised
Jarrahi Family Advised Fund
Dale E. and Luci H. Driscoll Advised Fund
William A. and Georgia H. Goodson Fund/Saunders Advised
JG Advised Fund
Dr. Charles H. and Carolyn G. Duckett Fund
Kathryn Hanes Snow Advised Fund
JMJ Community Investment Fund
Noel Lee Dunn Advised Fund
C. Boyden Gray Advised Fund
Elizabeth G. and Stephen A. Johnson Charitable Fund
Eagan Brothers LLC Fund
Hunter Gray Advised Fund
Peter and Karen Johnson Advised Fund
David C. Eagan Fund
Jane Gray Fund
Ann and Halbert Jones Charitable Fund
Mary M. Eagan Fund
Grosswald Family Charitable Fund
Christopher and Lucinda Kellam Jones Fund
Bob and Gayle Edwards Advised Fund
Alfa and Gerry Gunzenhauser Non-Endowed Advised Fund
Mike and Brooke Joyce Fund
Robert and Amy Egleston Advised Fund
Martha S. Hancock and James A. Hancock, Jr. Advised Fund
JSCG Donor Advised Fund
Eisenberg Family Advised Fund
Kelley and Drew Hancock Advised Fund
David and Rachel Katzer Charitable Gift Fund
Jerry and Janet Enos Fund
Hands and Feet Fund
Mr. and Mrs. William B. Kay, Jr. Advised Fund
Gerald and Ann Esch Donor Advised Fund
Ann S. and F. Borden Hanes, Jr. Advised Fund
Charlie L. Kennedy, MD Donor Advised Fund
Gerald and Lee Evans Family Fund
Jim Hanes Fund
Robert M. and Mary R. Kerr Advised Fund
Lisbeth C. Evans and James T. Lambie Advised Fund
Marcus Hanes Fund
Nancy T. and Richard J. Keshian Fund
Alexander C. Ewing Advised Fund
Robin M. Hanes Fund
Cornelius Vanstory King Advised Fund
Falken Family Fund
S.W. Harjes Fund
Robert W. and Candy E. Kiser Charitable Fund
Bobby and Betty Faulkner Fund
John and Anne Harrison Advised Fund
Edith and Bill Knott Fund
Donna and Michael Fina Advised Fund
Hash Advised Fund
D. Joyce Kohfeldt Fund
Gary G. and Diana B. Fleming Fund
Linda Adair Hatcher Memorial Fund for Eating Disorders
Mr. and Mrs. Horace Robinson Kornegay, Jr. Advised Fund
Gary Flower Advised Fund
Charles H. and Susan R. Hauser Advised Fund
Petro Kulynych Advised Fund
Ragan and McDara P. Folan, III Charitable Fund
Dick and Karen Hedrick Advised Fund
Gilmour and Nancy Lake Advised Fund
Representative Dale and Synthia Folwell Family Fund
Edna and Jeff Helms Fund
Susan and George Lautemann Advised Fund
Forsyth Medical Center Community Benefit Fund (Thomas)
Jay and Jane Helvey Advised Fund
Robert E. and Martha C. Leak Charitable Fund
T. Vernon and Jennifer K. Foster Fund
Tommy L. and Patricia B. Hickman Family Fund
Margaret G. Leight Advised Fund
Sheila F. and John C. Fox Fund
Jennifer Wallis Hill Advised Fund
Mary A. Leight Advised Fund
Alice Dibrell Freeman Family Fund
Doris and William Hohman Non-Endowed Advised Fund
Kathy and Mike Lewis Fund
Bo and Jenny Fulton Charitable Fund
Mr. and Mrs. William E. Hollan, Jr. Advised Fund
Lillie’s Friends Foundation Fund
Nella P. Fulton Advised Fund
James E. Holmes, Jr. and Betty J. Holmes Fund
Lindsay Family Fund
the winston-salem foundation annual report
FUNDS AND DONORS
[59]
Non-Endowed Advised Funds, continued Lineberger Family Fund
Leigh Thurston Myers Charitable Fund
Dr. Harold C. Pollard III Fund
Dr. A. Stanley and Mary Margaret Link Fund
Mr. and Mrs. Lucian H. Neal Advised Fund
Dr. and Mrs. Eddie Pollock Advised Fund
George and Susan Little Advised Fund
J. & J. Neely Advised Fund
Jane and Joe Potter Fund
Scott and Michelle Livengood Fund
David and Scottie Neill Advised Fund
Prince William Community Benefit Fund (Belden)
Matt and Emmie Long Fund
Dr. and Mrs. Lewis H. Nelson III Advised Fund
Prince William Community Benefit Fund (Burriss)
Frank and Kay Lord Advised Fund
Robert and Melanie Niblock Charitable Fund
Prince William Community Benefit Fund (Danziger)
David and Libby Lubin Fund
Fred and Lillian Nordenholz Fund
Prince William Community Benefit Fund (Fairchild)
Ludy Marie Fund
Robert S. and Marianne D. Northington Advised Fund
Prince William Community Benefit Fund (Gary)
Gail Lybrook and W. David Hobbs, Jr. Advised Fund
Novant Community Benefit Fund (Baughan)
Prince William Community Benefit Fund (Grzejka)
John F. and Annette P. Lynch Fund
Novant Community Benefit Fund (Conrad)
Prince William Community Benefit Fund (Gutliph)
Dr. Mark P. Maier Advised Fund
Novant Community Benefit Fund (Evans)
Prince William Community Benefit Fund (Hoover)
Richard A. and Carrie Wall Malloy Advised Fund
Novant Community Benefit Fund (Gordon)
Prince William Community Benefit Fund (Khot)
Deborah S. Marshall Non-Endowed Advised Fund
Novant Community Benefit Fund (Ketner)
Prince William Community Benefit Fund (Magalski)
Mr. and Mrs. James E. Martin Advised Fund
Novant Community Benefit Fund (Lyles)
Prince William Community Benefit Fund (Parr)
Masich Family Fund
Novant Community Benefit Fund (Murphy)
Prince William Community Benefit Fund (Wine)
Doug and Mary Anne Maynard Fund
Novant Community Benefit Fund (Plyler)
Nan and Tim Prout Charitable Fund
Drane and Bill McCall Advised Fund
Novant Community Benefit Fund (Stolz)
PWB Healthy Lifestyle Fund
Thomas P. and Anne B. McDowell Fund
Novant Community Benefit Fund (Stone)
Mrs. Elizabeth L. Quick Advised Fund
Walter McDowell Advisory Fund
Novant Community Benefit Fund (Tillman)
George and Susan Ragland Fund
Sarah Murphy McFarland Advised Fund
Novant Community Benefit Fund (Valentine)
Rainey Charitable Fund
Nancy Davis McGlothlin Fund
Novant Community Benefit Fund (Woodlief)
Ramona Fund
Cathleen and Ray McKinney Fund
Anita and Tom Ogburn, Jr. Fund
Reaves Family Charitable Trust
John and Grace McKinnon Advised Fund
Ben C. and Mildred W. Paden Advised Fund
Burton and Frances Reifler Fund
J.P. McMichael, Jr. Advised Fund
Mr. and Mrs. Craven B. Page Advised Fund
Dick and Sandy Respess Fund
J. Frank and Laura Turnage McNair Advised Fund
Mary Beth and Bob Parker Fund
Reynolda Rotary Benevolence Fund
Thomas C. McNeil and Sandra B. McNeil Advised Fund
Margaret Weatherspoon Parker Fund
Kate B. Reynolds Charitable Fund
William L. and Monica E. McSwain Advised Fund
Brookes H. Parrish Fund
Dr. Vade Rhoades Fund
Judson J. and Alice C. Milam Fund
Joe and Britt Parrish Fund
Lori and Pat Riazzi Fund
Hof and Kathryn Milam Charitable Fund
John and Dominique Patrick Fund
Rickelton Fund
Charles W. Miller Fund
Lucie and Chuck Patton Fund
Roaring Gap Fund
Miller Family Advised Fund
Carol and Raymond Pearson Charitable Fund
Pauline and Norwood Robinson Fund
Richard H. and Nola G. Miller Advised Fund
Peter Perret Fund for Young Musicians
Roddick Benevolence Gift Trust
Susan Dibrell Miller Family Fund
Clifford and Elizabeth Perry Advised Fund
Suzie and Dennis Ross Fund
James H. Millis, Jr. Fund for High Point
Ford and Jeanene Perry Advised Fund
David F. and Martha Wilson Rowe Advised Fund
James H. Millis, Jr. Fund - Unrestricted
William H. Petree, Jr. and Katherine Weathers Petree Advised Fund
Steve and Nancy Rowell Charitable Fund
Mist Island Foundation Fund J. Frank and Lynda K. Morris Advised Fund Frank and Mary Jo Murphy Advised Fund Dan and Bonnie Murphy Charity Fund Murphy-Smith Family Fund Murray Supply Company Advised Fund Walter V. and Martha W. Murray Advised Fund
[60] FUNDS AND DONORS
Pfefferkorn Company Advised Fund L. Gordon and June D. Pfefferkorn, Jr. Fund Mr. and Mrs. Stephen F. Phelps Advised Fund David and Ingrid Pisetsky Advised Fund William Pitser Advised Fund Margaret Scales and Graydon Pleasants Advised Fund Nancy and Ed Pleasants Advised Fund
the winston-salem foundation annual report
Michael and Deborah Rubin Advised Fund Curtis Flynt Rudolph Advised Fund Carver and Betsy Rudolph Advised Fund Sanford Harrison Rudolph Advised Fund James M. and Lorre C. Ruffin Fund Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund Jill Runnion Fund
Non-Endowed Advised Funds, continued Annie and Troy Sager Charitable Fund
Jack and Cindy Sutton Fund
Whitaker Elementary Endowment Fund
Mr. and Mrs. W.P. Sandridge, Jr. Advised Fund
Virginia and Jim Sutton Advised Fund
Louisa Whitaker Advised Fund
William Madison and Phoebe Barnhardt Satterwhite Fund
Nancy King Tanner Advised Fund
William A. Whitaker Advised Fund
Robert D. and Pamela B. Saunders Fund
Targacept TargaCare Fund
Nancy and Monty White Advised Fund
Thomas D. and Katherine E.M. Schroeder Fund
Thomas Teague Fund
Scott and Lauren Wierman Advised Fund
Beverly Britton Rudolph Shaw Advised Fund
Ron and Merle Tedder Charitable Fund
Paul and Jan Wiles Charitable Gift Fund
Bill and Shirley Shaw Fund
Louise Dibrell Theberge Family Fund
Arthur T. and Catherine R. Williams, III Advised Fund
Adrian and Bob Shore Advised Fund
John B.R. Thomas Donor Advised Fund
Cynthia Williams Advised Fund
Dr. Thomas E. Shown Advised Fund
Charles Tinsley Fund
Dr. and Mrs. S. Clay Williams, Jr. Advised Fund
Joe B. and Virginia L. Simpson Advised Fund
F. Nelson Tomlinson Advised Fund
John G. and Patricia G. Williard Fund
Bucky and Debbie Sizemore Fund
Mr. and Mrs. Douglas Sean Toole Fund
Mr. and Mrs. Ben S. Willis, Jr. Advised Fund
Mike and Beth Skorich Advised Fund
Dr. and Mrs. James F. Toole Advised Fund
Mr. and Mrs. H. Norton Willis Fund
Bruce W. and Sara C. Smith Advised Fund
Triad Academy Scholarship Fund
Robert M. Willis Fund
Kenny and Amy Smith Fund
Triantos Fund
Wilson Family Fund
Brant and Kay Snavely Fund
Truliant Federal Credit Union Fund
Mr. and Mrs. J. D. Wilson, Jr. Advised Fund
John and Nancy Southard Advised Fund
Alex and Elliott Turner Advised Fund
W.T. Wilson Advised Fund
Frederick P. and Gerrii S. Spach Fund
David C. and Mary F. Twine Charitable Fund
I am Free From Fund
Spaugh Family Fund
Stuart F. and Frances McD. Vaughn Advised Fund
Winters Advised Fund
Mary Jo W. and R. Arthur Spaugh Fund
Peter and Carol Vrooman Advised Fund
Winston-Salem Rotary Benevolent Fund
Ann Lewallen Spencer Fund
Susan B. Wall Advised Fund
Calder and Martha Womble Advised Fund
Nancy Spencer Advised Fund
Lee Wallace Fund
Erna and Bill Womble, Jr. Advised Fund
Stanley Family Success Fund
Hans W. and Elizabeth K. Wanders Advised Fund
Womble Carlyle Fund
W. Fletcher and Anna B. Steele Family Fund
Jack and Jean Ward Advised Fund
Ralph Womble and Ashley Edwards Advised Fund
Shaun Edward Stewart Fund
William G. Ward, MD Family Advised Fund
William F. Womble Advised Fund
Stratford Rotary Benevolence Fund
Leslie R. and Robert E. Warhover Advised Fund
wurks Charitable Fund
Rick and Kate Streng Advised Fund
Phil and Jean Waugh Family Trust
Mr. and Mrs. Scott K. Young Charitable Fund
Strother-Mayer Fund
Mr. and Mrs. P. Everett Wells III Advised Fund
Mr. and Mrs. Nick G. Zegrea Advised Fund
Richard and Nancy Sullivan Fund
Debbie S. Westbrook Advised Fund
Carol Ziel and Donald Kautz Fund
John J. and Betty Pratt Sutton Advised Fund
Togo D. West, Jr. Advised Fund
Sutton Family Fund
Harden and Janet Wheeler Fund
the winston-salem foundation annual report
FUNDS AND DONORS
[61]
NON-ENDOWED FUNDS
TEMPORARY FUNDS
T
EMPORARY FUNDS give the Foundation the ability to hold funds for a limited time for organizations and individuals for charitable projects.
Alice Myers Wald Memorial Fund
Carolina Center for Cognitive Rehabilitation Fund
H.O.P.E. of Winston-Salem Fund
Cobblestone Farmers Market Food Access Program
COAD Disaster Relief Fund
LVH ALS Foundation Fund
Margaret Tennille Memorial Fund
Embrace Life Day Event Fund
RJR NYE 50 Fund
John R. Surratt Memorial Fund
Equality Winston-Salem Fund
Twins Foundation Fund
BB&T Ballpark Sculpture Fund
Farm at the Children’s Home Fund
Black Philanthropy Fund
Farm Fresh Healthy Living Program
Winston-Salem Community Development Collaborative Fund
Blue Ridge Developmental Day Fund
Fr. Bob McGee Memorial Fund
[62] FUNDS AND DONORS
the winston-salem foundation annual report
Women’s Fund of Winston-Salem
CHARITABLE TRUSTS
T
HE 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.
CHARITABLE TRUSTS NEW TRUSTS IN 2014 Jean Abell Glass 2014 Charitable Remainder Annuity Trust
Mary Annette Leight 2002 Charitable Unitrust
Judith O. Hopkins 2014 Charitable Remainder Unitrust
Douglas Lewis Family Charitable Remainder Trust
Phillips Family 2014 Charitable Remainder Unitrust
Curtis and Sara Long Charitable Remainder Unitrust Sara S. and Curtis E. Long 2005 Charitable Remainder Unitrust
Elms and Harriet Allen Unitrust
William and Drane Vaughn McCall Irrevocable Living Unitrust
Stephen G. Anderson Irrevocable Living Unitrust
Nancy Davis McGlothlin Charitable Remainder Unitrust
James L. Barnhardt Charitable Remainder Trust
John B. and Grace D. McKinnon Irrevocable Living Unitrust
Edward S. and Barbara T. Beason Unitrust
Margaret W. Parker Charitable Lead Unitrust
Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust
Emerson Walter Pitts, Jr. 2011 Charitable Remainder Annuity Trust
Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust
Ruth Fay Pitts 2011 Charitable Remainder Annuity Trust
Frederick A. Blount and Charlotte F. Blount Irrevocable Living Annuity Trust
C. Edward Pleasants Charitable Remainder Trust
Patricia Ann L. and Grady E. Boyles, Jr. 2007 Charitable Remainder Unitrust
Nancy T. Pleasants Charitable Reminder Trust
Ann Blanton Breese 2007 Charitable Remainder Unitrust
F. Conard and Jean Snyder Charitable Lead Annuity Trust
Eugenie Waddell Carr 2013 CRUT
Nancy H. Southard Irrevocable Living Unitrust
Harry O. Corpening Charitable Remainder Unitrust
Nancy S. Spencer Charitable Remainder Trust
Athalene Couch 2007 Charitable Remainder Unitrust
Carol B. and Donald W. Stafford 2007 Charitable Remainder Unitrust
Joyce H. and James P. Dickerson Charitable Remainder Trust
Edward E. Stivers Charitable Annuity Trust
Frank E. and Mary B. Driscoll Charitable Remainder Trust
Ludy M. Strother Charitable Lead Annuity Trust
Elizabeth T. Edmondson Irrevocable Living Annuity Trust
John J. Sutton, Jr. and Betty P. Sutton Charitable Remainder Unitrust
Aleta Griffin Ellison 2012 Charitable Remainder Annuity Trust
David H. Tate Irrevocable Living Unitrust
Donald F. Folger Charitable Remainder Unitrust
Virginia Burris Trivette 2012 Charitable Remainder Unitrust
Kathryn W. Garner Irrevocable Living Unitrust
Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust
Jean Abell Glass 2013 Charitable Remainder Annuity Trust
Hans W. Wanders Irrevocable Living Unitrust
Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust
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
Mathilda G. Wolfe Charitable Remainder Unitrust
William A. and Edith T. Knott Irrevocable Living Unitrust
W.F. Womble Irrevocable Living Unitrust
William G. and Ava O. Koronis Charitable Unitrust
H.C. Woodall, Jr. Family Charitable Remainder Trust
the winston-salem foundation annual report
FUNDS AND DONORS
[63]
BOOK OF MEMORY
T
HE BOOK OF MEMORY WAS ESTABLISHED in 1946 as a means of preserving the names of those in whose memory
gifts were made to the Foundation. These specially-commissioned, leather-bound books are displayed in the Foundation’s reception area and contain more than 9,000 names.
THE FOLLOWING NAMES WERE ENTERED INTO THE BOOK OF MEMORY IN 2014: Dr. William Bryn Alsup
Lorita O. Crews
Diane Ardrey Hartman
Edwin Cecil Ludwick
Carolyn Pierson Sherrill
Thomas Vincent Angelo
Leslie D. Dean
Eucher Harvin
John L. Marolt
Ingrid Solomon
Wyatt A. “Nabby” Armfield, Jr.
David Glenn Dickard
Raquel Posada Head
Jack Richard Sprinkle
Shirley Joyce Frickle Atkinson
Graham Pinson Dozier III
William C. Herring
Robert Rector “Father Bob” McGee
Dr. James M. Bates
Mary Belle Johnson Bright Driggers
Claude Melvin Hildreth
Ellen Allardice Bethel Ossie Lea Brickey Larry L. Brittain Wesley Lyle Brooks Stella Cain Elton Clyde Chapman Patricia Grimsley Chatham Nilla Dudley Childs Emily Myers Clingman Grace Gale Coan Mataline Collette Sally Cope Bobbie Yates Corbean Julius H. Corpening James H. “Jim” Corrigan, Jr. Samuel Irving “Buck” Craft, Jr.
[64] FUNDS AND DONORS
Janet Noella Dykes Jake E. Faircloth E. Vernon Ferrell III Bonnie Ford Thelma Fowler Wayne Dallas Fuller Bobby “Bob” Lee Gaither Marjorie Lee Gelbin Mary Stevens Glenn Lewis Scott Graham, Jr. Phillip R. Graham James Murphy Gregg, Jr. George Hege Hamilton IV Helen Copenhaver Hanes Delois Harding
Darrell Hoots Vivian W. Huffman James C. Hughes, Jr. Kendrick Beck Johnson Sarah “Sally” Brooks Pullen Kelly Douglas Gray “Chip” Kimel III Lorene Hobbs Oglesby Kleu Joy Dippel Kostmayer Dr. William A. Lambeth Gwen B. Leake Dixie Hammer Linville Joseph D. Linville Mark O. Lively, Jr. Evelyn Robertson Logan Annette Johnson Lowder Jessie Lowery
the winston-salem foundation annual report
Hugh King McGlaughon Pearl Michael Henry S. Mingus Evelyn Bitner Mowers Penelope “Penny” Niven Barbara Palfy William G. “Bill” Pannill Marilee Conrad Pardue Andrea Christine Pearman Dr. Alvin G. “Gil” Pettit III June Thomas “Tommye” Dize Pfefferkorn Ruth Myers Pleasants Alex Porter Lorie Marie Crouse Reavis Catherine Quinan Rossi Ronald Edward Shackelford
Berkley Moore Stephens, Jr. Wendel Hill “Bunky” Stockton John Richard Surratt Thomas Tyson Swain, Jr. Becky Neal Tedder Ellen Barrier Teeter Margaret Rose Tennille William L. Toney, Jr. David H. Wagner, Jr. Alice Ann Myers Wald John F. Watts Tom White Carol Staley Whitman Louise Williams Ralph Wohlford Charles Everette Wood Dr. Douglas M. Young
THE LEGACY SOCIETY
T
HE FOUNDATION’S LEGACY SOCIETY honors those generous individuals or couples who have established or added to permanent endowments at the Foundation or those who have made similar provisions for the Foundation through deferred or planned
gifts, such as charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation. Please contact the Philanthropic Services staff if you are interested in learning more about the criteria for Legacy Society membership. The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2014. 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 (16)
Mr. Marshall B Bass
H. M. Britt
Ms. Katherine Acton and Mr. Gerald Smith
Mr. Stephen P. Batchelor
Mr. and Mrs. Douglas E. Broadway
Dr. and Mrs. Edward S. Beason
Mr. and Mrs. Royall R. Brown, Jr.
Mrs. Barbara C. Beattie
Ms. Helen H. Bryngelson
Mr. and Mrs. Frank M. Bell, Jr.
Mr. John D. Budd
Bert Bennett Family
Mr. and Mrs. Joseph R. Budd
Sami Ousley Bills
Mr. and Mrs. Richard P. Budd
Mr. and Mrs. R. Gordon Bingham
Mr. Hoan Bui and Ms. Ngoc Nguyen
Mr. and Mrs. William C. Blackburn
Mr. and Mrs. Charles Norman Bunce
Sally and David Blanco
Dr. Patricia P. Bundy
Dr. Frederick A. Blount
Mr. and Mrs. John W. Burress III
Mr. and Mrs. J. Hal Bolin
Mr. and Mrs. K. Blaine Burton, Jr.
Mr. and Mrs. Henry M. Booke
Mrs. David B. Butler
Claude and Judy Booker
Ms. Jane Calloway
Mr. and Mrs. Julian R. Bossong
Ms. Susan M. Cameron
Mr. and Mrs. Glenn C. Boswell, Jr.
Dr. and Mrs. W. Douglas Cardwell
Dr. and Mrs. Edwyn T. Bowen, Jr.
Dr. and Mrs. Kenneth Carlson
Dr. Emma Jean Z. Bowman
Mrs. Anne Maddrey Carpenter
Ms. Sandra C. Boyette
Mr. Coy C. Carpenter, Jr.
Mr. and Mrs. Grady E. Boyles, Jr.
Mrs. William H. Carr
Dr. Allison Brashear
Ms. Genie Carr
Dr. Sherrill Braswell
Mr. and Mrs. Henry M. Carter, Jr.
Ms. Susan F. Braswell
Peggy and Don Carter
Ms. Ann Blanton Breese
Mr. and Mrs. Mark C. Caudill
Mr. and Mrs. J. Paul Breitbach
Mr. and Mrs. C. Ray Caudle
Ms. Frances Brenner
Mr. M. Campbell Cawood
Mike and Wendy Brenner
Mr. and Mrs. Charles W. Chambers
Mr. and Mrs. Ray Mitchell Agnew, Jr. Mrs. Sylvia F. Alderson Dr. Donna D. Alexander Dr. Laura Hall Allen Dr. and Mrs. Elms L. Allen Ms. Gayle N. Anderson Dr. and Mrs. Stephen G. Anderson Mr. and Mrs. John Appel Mr. W. A. Armfield, Jr. Dr. and Mrs. Donald L. Armitage Mr. and Mrs. Jerry Arnold Mrs. Teresa R. Ashburn Drs. Anthony and Katherine Atala Mrs. Dorothy Atkinson Mr. and Mrs. Philip S. Auchincloss Mr. Robert G. Auchincloss Ms. Lisa L. Austin Mr. William W. Avera Mr. and Mrs. Bruce M. Babcock Mr. and Mrs. L. M. Baker, Jr. Mr. and Mrs. William P. Baldridge David L. and Robin C. Barnes Mr. and Mrs. Richard D. Barnes Mr. and Mrs. Zeb E. Barnhardt, Jr. Dr. and Mrs. Rolland Barrett
Mr. and Mrs. Paul Briggs
Mr. and Mrs. Christopher J. Chapman Mrs. Norma Charles-Sink Mrs. Barbara F. Chatham Mr. Gerald L. Chrisco Mrs. Hessie Church Mr. and Mrs. Robert C. Clark Mr. and Mrs. George M. Cleland Mr. and Mrs. Michael L. Clements Mr. D. Elwood Clinard, Jr. Mrs. Brenda K. Cline Mr. and Mrs. John Wayne Clodfelter Mrs. Virginia F. Cole Elmer Collins Mr. and Mrs. Mark Conger Ms. Michelle M. Cook Mr. and Mrs. Harry Corpening Mr. and Mrs. David L. Cotterill Mrs. Donna H. Craige Mr. and Mrs. J. Scott Cramer Matthew Cullinan and Anna Reilly Mr. and Mrs. Chris Cutler Mr. and Mrs. Robert L. Dalton, Jr. Mr. Jason Davies and Mrs. Julia Frost-Davies Mr. and Dr. Jerry P. Davis Mr. G. Franklin Davis John and Terrie Davis
Mr. and Mrs. Richard N. Davis Bill and Betty Gray Davis Ms. Rebecca M. Deaton Mr. and Mrs. Albert J. DeForest III Mr. and Mrs. Joseph R. Delia Dr. and Mrs. John W. Denham Ms. Jan M. Detter Dr. and Ms. James P. Dickerson Mrs. Mary Anne Dickson Mr. and Mrs. James H. Diggs Mr. and Mrs. Joe Dillon Mr. and Mrs. Daniel W. Donahue Mrs. Elaine D. Dowdell Mr. and Mrs. Bruce Downing Mrs. Graham P. Dozier III Ms. Grace Draman Mr. and Mrs. Dale E. Driscoll Mr. Frank E. Driscoll Dr. and Mrs. Charles H. Duckett Dr. and Mrs. Joseph B. Dudley Ms. Nancy Dunn Mr. Noel Lee Dunn and Ms. Mia Celano Ms. Mignon Durham Mrs. John T. Eagan, Jr. Mr. Fred G. Eidson Mr. and Mrs. James L. Einstein Mr. and Mrs. Barry Eisenberg
the winston-salem foundation annual report
FUNDS AND DONORS
[65]
Legacy Society Members, continued Ms. Aleta G. Ellison
Dr. George Hall
Dr. and Mrs. Francis M. James III
Ms. Adrienne Amos Livengood
Ms. Olivia E. Morgan
Mr. and Mrs. Charles A. Essic, Jr.
Kelley and Drew Hancock
Dr. and Mrs. Dan S. Locklair
Mr. and Mrs. David R. Morgan
Mr. and Mrs. Alexander C. Ewing
Mr. James A. Hancock, Jr.
Ms. Mary Jamis and Ms. Starr Johnson
Mr. Joseph P. Logan
Mr. and Mrs. Steven C. Morgan
Ernest J. Fackelman
Mr. and Mrs. Richard D. Hancock
Mr. and Mrs. Ernest V. Logemann
Mr. and Mrs. Daniel N. Moury
Dr. and Mrs. John C. Faris
Ms. Jane Craig Hanes
Mrs. Curtis E. Long
Mr. and Mrs. Marty Myers
Ms. Marlene P. Flinchum
Ms. Charlotte M. Hanes
Mr. and Mrs. William Longyard
Mr. and Mrs. David B. Neal
Mr. and Mrs. Victor I. Flow, Jr.
Mr. and Mrs. F. Borden Hanes, Jr.
Mr. and Mrs. Frank K. Lord III
David L. Neal
Mr. Gary Flower
Ms. Susan F. Harris
Mrs. Carolin Lowy
Mr. and Mrs. Lucian H. Neal
Mr. and Mrs. Donald F. Folger
Mr. and Mrs. John Harrison
Annette P. Lynch
Steve Neal
Dr. and Mrs. Robert V. Ford, Jr.
Mr. and Mrs. Paul D. Harrison
Ms. Patti Ann Lynch
Mr. and Mrs. T. David Neill
Mr. and Mrs. John C. Fox
Ms. Virginia S. Hart
Mr. and Mrs. E. Erwin Maddrey II
Mr. and Mrs. Fred W. Nordenholz
Mrs. Andrea P. Fox
Mr. and Mrs. Dennis G. Hatchell
Mr. and Mrs. Parker Maddrey
Mr. and Mrs. Christoph Nostitz
Mr. and Mrs. Woody Fox
Mr. and Mrs. Sam Hauser
Mr. and Mrs. John Mann
Mr. Chester T. Nuttall, Jr.
Dr. and Mrs. Larry W. Freeman
Mr. and Mrs. Steve J. Hawkins
Ms. Debbie Marshall
Ms. Sylvia Oberle
Mr. David W. Fuller
Mr. Peter E. Hawley
Mr. and Mrs. James E. Martin
Dr. and Mrs. David Reese O’Brien, Jr.
Mr. Paul Fulton, Jr.
Mrs. Molly Millis Hedgecock
Mr. David P. Masich
Mr. and Mrs. Sam C. Ogburn, Sr.
Mrs. James A. Fyock
Mr. and Mrs. Fred W. Hege
Dr. and Mrs. K. Frank McCain
Mr. and Mrs. Kevin W. Oliver
Dr. and Mrs. Joe E. Gaddy, Jr.
Dr. Eugene R. Heise
Dr. William McCall, Jr.
Mr. and Mrs. L. Glenn Orr, Jr.
Mr. John K. Gallaher
Mr. Charles R. Hemrick
Dr. Bruce R. McCune
Mr. and Mrs. Willis H. Overby
Dr. and Mrs. Kenneth R. Gallup, Jr.
Ms. Frances S. Hendrix
Mrs. Nancy D. McGlothlin
Ms. Barbara M. Page
Ms. Kathryn W. Garner
Mr. L. Stephen Hendrix and Mrs. Ann S. Hendrix
Dr. Timothy McGowen
Mr. and Mrs. Craven B. Page
Dr. W. Frederick McGuirt
Mr. John V. Pappas
Ray and Cathleen McKinney
Mrs. Dwight E. Pardue
Mr. and Mrs. John B. McKinnon
Dr. and Mrs. John S. Parks
Ms. Sally R. McLeod
Mr. Christopher A. Parr
Mr. and Mrs. J. Frank McNair IV
Rev. and Mrs. Nathan E. Parrish
Mr. and Mrs. William L. McSwain
Dr. and Mrs. Eugene H. Paschold
Dr. and Mrs. William E. Means
Dr. John Patrick and Dr. Dominique Patrick
Mr. Harold R. Garrison John and Jane Gehring Mr. and Mrs. Scott Gerding Dr. and Mrs. Samuel T. Gladding Mrs. Jean Abell Glass Mr. and Mrs. J. Kirk Glenn, Jr. Mr. and Mrs. Thomas O. Goodson Mrs. Bryce Gordon James Gore Natasha Gore Dr. Louis N. Gottlieb Richard and Liana Gottlieb Mr. Vergil H. Gough Mr. and Mrs. Bernard Gray Mrs. James A. Gray, Jr. Mrs. J.T. Greene, Jr. Mrs. Elizabeth Lovett Grover Dr. Caryl Guth Dr. and Mrs. Paul P. Gwyn Ms. Marcia A. Hagerty Mrs. William N. Hailey
[66] FUNDS AND DONORS
Dr. Richard Janeway Mr. Ian Jankelowitz Mr. and Mrs. Harry Jarman Mr. and Mrs. W. T. Jenkins, Sr. Ms. Joia M. Johnson Mrs. Florinda C. Johnson Dr. and Mrs. Peter C. Johnson Ms. Terry Johnson Ms. Beverly Johnston Mr. James W. Johnston Mr. and Mrs. Scott D. Jones Mrs. R. William Joyce Ms. Lucy Kaplan Mr. and Mrs. William B. Kay, Jr. Mrs. J. Lee Keiger, Jr. Mr. and Mrs. Stanhope A. Kelly Mr. and Mrs. James C. Kennedy Mr. and Mrs. Truman T. Kiger Mr. and Mrs. Jesse M. King
Nick Hennessee
Mr. and Mrs. Philip G. Kinken, Jr.
Mr. and Mrs. Leonard Herring
Mr. and Mrs. William A. Knott
Mr. and Mrs. Michael C. Hetrick
Ms. Joyce Kohfeldt
Ms. Emily Millis Hiatt
Dr. and Mrs. L. Andrew Koman
Mr. Hardin P. Higgins
Dr. and Mrs. Thomas J. Koontz
Mrs. Harrell B. Hill
Bill and Ava Koronis
Mr. and Mrs. J. Glenn Hilton
Mr. Petro Kulynych
Mrs. Alice Hinman
Mr. and Mrs. Arnold N. Lakey
Doris Hohman
Ms. Janet Cord Lambert
Mrs. Barbara Wall Holcomb
Mr. and Mrs. Donny C. Lambeth
Mr. and Mrs. Robert A. Hoover
Mr. James Lambie and Ms. Lisbeth Evans
Drs. Judith and Marbry Hopkins Mrs. Edmund B. Hopkins Mr. and Mrs. Billy Hunt Mrs. Jacqueline S. Hunt Mr. John W. Hunt Mr. and Mrs. Judd Hunt Mr. and Mrs. Allie Hutchison Mr. and Mrs. David A. Irvin Dr. and Mrs. Nathaniel Irvin II
Mr. and Mrs. B. Thomas Lawson, Jr. The Honorable Molly Leight Ms. Elizabeth C. Lewis Mr. and Mrs. Douglas R. Lewis Nancy C. Lide Mr. and Mrs. Joe Lineberry Mr. and Mrs. Stanley Lineberry Mr. James E. Lippard
the winston-salem foundation annual report
Mrs. John G. Medlin, Jr. Mr. and Mrs. Danny J. Mendenhall Mr. and Mrs. John Merritt Ms. Jean M. Messick Ms. Melanie Micale Dr. Henry S. Miller, Jr. Mrs. Barbara B. Millhouse Mr. and Mrs. James H. Millis, Jr. Mr. and Mrs. Neal Millsaps Mr. Richard G. Mock Ms. Ellen N. Monahan Dr. and Mrs. John H. Monroe Mr. Chester A. Montgomery Mr. and Mrs. Timothy R. Moore
Ms. Julie J. Pearce Mr. and Mrs. G. Clifton Pennell Ms. Brenda B. Penney Abbie and Francis Pepper, Jr. Mr. and Mrs. Clifford W. Perry, Jr. Mr. and Mrs. William H. Petree, Jr. Mr. and Mrs. Tony W. Petree Mr. L. Gordon Pfefferkorn, Jr. Mr. and Mrs. Ross D. Pfeiffer Mr. and Mrs. Stephen F. Phelps Dr. and Mrs. Wesley F. Phillips Mr. Emerson Walter Pitts, Jr. Ms. Ruth F. Pitts
Legacy Society Members, continued Mr. and Mrs. C. Edward Pleasants
Mr. Dalton D. Ruffin
Ms. Georgia Sprinkle
Ms. Margaret M. Urquhart
Mrs. Francis F. Willingham
Mrs. Ruth M. Pleasants
Mrs. H. J. Runnion, Jr.
Dr. Susan K. Stephens
Mrs. Deborah H. Vaughan
Mr. and Mrs. J. D. Wilson, Jr.
Mr. Graydon Pleasants and Ms. Margaret Scales
Ms. Karen Sanders
Edward Eugene and Jean Jennings Stivers
Tricia Vaughn
Mr. R. M. Wilson
Bob and Carolyn Vaughn
Mr. and Mrs. William T. Wilson III
Dr. and Mrs. Ramon Velez
Ms. Betty S. Winslow
Mr. and Mrs. Michael B. Wall
Mr. and Mrs. Steve Wohlford
Mr. and Mrs. Hans Wanders
Mr. and Mrs. Harry H. Wolfe
Mr. and Mrs. Galen Ward
Dr. and Mrs. John R. Wolfe
Mr. and Mrs. John F. Ward
Rochelle Wolfe
Ms. Shirley S. Ward
Mrs. Calder W. Womble
Mr. Joseph Washington
Mr. Ralph Womble and Ms. Ashley Edwards
Dr. Michael J. Pollak
Dr. and Mrs. William M. Satterwhite, Jr.
Mrs. Richard E. Pope
Dr. and Mrs. Daniel G. Sayers
Mr. and Mrs. Thomas J. Stopyra
Frances and Steve Porter
Mr. and Mrs. Andrew J. Schindler
Mrs. Janice K. Story
Mr. Billy D. Prim
Dr. and Mrs. Robert P. Schwartz
Mr. J. Timothy Prout
Catherine B. Seamon
Mr. James B. Stuart and Ms. Charlyn Logan-Stuart
Mr. Grady R. Pulliam III
Mr. Rick Seamon
Mr. and Mrs. Clifford Alan Purcell
Ms. Rebecca Ann Sebastian
Mrs. Elizabeth L. Quick
Mr. Dale S. Seibert
Mr. and Mrs. H. Chris Ramm
Ms. Marion H. Sekerak
Dr. Dariel L. Rathmell
Mrs. Robert D. Shore, Jr.
Mr. and Mrs. Edward Lee Raymer
Mrs. Rosemary V. Shortt
Mr. and Mrs. James K. Reaves, Jr.
Dr. Thomas E. Shown
Mr. and Mrs. Harry L. Reavis
Ms. Faye W. Simmons
Mr. and Mrs. John Reilly
Mr. and Mrs. Paul Sinal
Mr. and Mrs. Patrick Riazzi
Ms. Cynthia Skaar
Dr. and Mrs. David G. Rice
Mr. Willis Slane and Dr. Caroline Chiles
Mr. and Mrs. Thomas B. Rice III Mr. Clay V. Ring, Jr. Mr. Toby W. Robertson Mrs. Eugene Rossitch Mr. and Mrs. Charles Rotgin, Jr. Dr. and Mrs. Michael H. Rubin Mr. and Mrs. Tom Rucker Mr. and Mrs. C. Guy Rudisill III Ms. Avon Ruffin
Mr. and Mrs. Archie Smith Mrs. Richard G. Smith, Jr. Mr. James N. Smoak Dr. and Mrs. John K. Southard, Jr. Dr. Tom and Rev. Laura Spangler Ms. Betsy Spencer Ms. Ann Lewallen Spencer Mr. and Mrs. James Y. Spencer
Mr. Richard Stockton
Mr. and Mrs. Richard L. Sullivan Mrs. John J. Sutton, Jr. Dr. and Mrs. Charles V. Taft
Mr. and Mrs. William R. Watson
Dr. and Mrs. David H. Tate
Mr. and Mrs. Philip R. S. Waugh, Jr.
Mr. and Mrs. John A. Taylor
Mr. and Mrs. Arthur G. Weber
Mrs. Margaret Taylor Clark and Becky Tesh Mr. and Mrs. William Thomas Tessien Ms. Sylvia Theriault Dr. and Mrs. John B. R. Thomas Mr. and Mrs. Stephen A. Thornton Mr. and Mrs. F. Nelson Tomlinson, Jr. Dr. and Mrs. James F. Toole Mrs. Virginia B. Trivette Mrs. Louvenia Cox Tucker Mr. Jay Turner and Ms. Tonya Deem Mr. and Mrs. John L. Turner
Dr. Glenda Weber and Mr. Wayne Weber
Mr. and Mrs. William F. Womble Mr. H. C. Woodall, Jr. Ms. Roma Lee Woosley Dr. and Mrs. Richard C. Worf
Mr. Dennis H. Webster
Mrs. Hal G. Worley
Mr. and Mrs. Edwin L. Welch, Jr.
Bryan D. Yates
Mr. and Mrs. Joe Wheliss
Ms. JoAnn Yates
Mr. and Mrs. Joseph Wiegel
Ms. Megan McSwain Yeatts
Mr. and Mrs. Scott F. Wierman
Mr. and Mrs. Karl F. Yena
Mr. and Mrs. Paul M. Wiles
Dr. and Mrs. James D. Yopp, Jr.
Mr. and Mrs. Joseph Wilhem
Ms. Mildred D. Young
Mr. and Mrs. A. Tab Williams, Jr.
Mr. and Mrs. Charles Jeffrey Young
Mr. and Mrs. Arthur T. Williams III
Mrs. Ursula Young
Ms. Cynthia A. Williams
Mr. and Mrs. Yasser Youssef
Mr. Stephen T. Williams
Claire and Randall Tuttle Mr. and Mrs. David C. Twine Mr. and Mrs. Harry B. Underwood II
Mr. B.J. Willingham Mr. and Mrs. John W. Willingham
the winston-salem foundation annual report
FUNDS AND DONORS
[67]
DONORS TO FLEXIBLE FUNDS
B
OTH THE FOUNDATION AND THE COMMUNITY are grateful for these 2014 gifts to flexible grantmaking and leadership funds.* Because our community is a fluid, changing entity and the Foundation is unable to foresee its specific needs in the future,
an investment in these funds will help us to address pressing issues and invest in new opportunities — even as they change over time. For a list of 2014 donors to other named funds, please visit our Web site at www.wsfoundation.org.
VISIONARIES – $20,000 AND ABOVE
SUSTAINERS – $5,000–$9,999
BENEFACTORS – $10,000–$19,999
Mr. and Mrs. John W. Burress III
Mrs. Harrell B. Hill
Mr. and Mrs. Frank M. Bell, Jr.
Estate of Elaine D. Dowdell
J.P. Rider Charitable Remainder Trust
Mr. and Mrs. Richard N. Davis
Estate of Frank B. Hanes, Sr.
Dr. and Mrs. John McConnell
Estate of William W. Avera
Margaret W. Parker Charitable Lead Unitrust
George Franklin Davis CLAT
Mr. L. Gordon Pfefferkorn, Jr.
Mr. Vergil H. Gough
Ruth M. Pleasants Irrevocable Living Unitrust
Mr. and Mrs. F. Borden Hanes, Jr.
Mr. Charles R. Hemrick and Norma Charles-Sink Ms. Jeannette L. Norfleet The Senah C. & C.A. Kent Foundation The Strickland Family Foundation
Mr. Clay V. Ring, Jr.
ADVOCATES – $1,000–$4,999 Mr. and Mrs. Alfred G. Adams Dr. David Albertson and Dr. Liz Albertson
Mr. and Mrs. F. Hudnall Christopher, Jr. Mr. and Mrs. George M. Cleland
Dr. and Mrs. Elms L. Allen
Mr. and Mrs. George M. Cleland IV
Anonymous (3)
Dr. and Mrs. Richard H. Dean
Mrs. Robert F. Armfield
Mr. and Mrs. Dale E. Driscoll
Mr. and Mrs. Bruce M. Babcock
Mr. and Mrs. Frank E. Driscoll
Mr. and Mrs. William P. Baldridge
Mr. Noel Lee Dunn and Ms. Mia Celano
Mr. and Mrs. F. James Becher, Jr. Mr. Graham F. Bennett
Mr. and Mrs. Barry Eisenberg Estate of Algine Neely Ogburn
Mr. and Mrs. Henry M. Booke
Mr. and Mrs. Victor I. Flow, Jr.
Dr. James David Branch Mr. and Mrs. Greg M. Bridgeford Mr. and Mrs. Henry M. Carter, Jr.
Mr. Paul Fulton, Jr. Mr. and Mrs. John L. W. Garrou Mr. and Mrs. Scott Gerding
Mr. and Mrs. Tom Gibbs
The Honorable Molly Leight
Mr. Dale S. Seibert
Glenn Family Foundation
Mr. and Mrs. W. Randolph Loftis, Jr.
Mr. and Mrs. Thomas O. Goodson
Ludy M. Strother Charitable Lead Annuity Trust
The Mortimer and Barbara Klaus Family Foundation
Mrs. Bryce Gordon Ms. Judith B. Halverson Mr. and Mrs. Charles H. Hauser Mr. and Mrs. Richard D. Hensel Mr. and Mrs. Tommy L. Hickman Mr. and Mrs. Allie Hutchison Dr. and Mrs. Francis M. James III Mr. and Mrs. William B. Kay, Jr. Mr. and Mrs. Stanhope A. Kelly Dr. and Mrs. Thomas J. Koontz Mr. and Mrs. B. Thomas Lawson, Jr.
Mr. and Mrs. F. Nelson Tomlinson, Jr.
Mr. and Mrs. O. C. Martin III
Mr. and Mrs. Michael A. Trawick
Mr. and Mrs. John B. McKinnon
Claire and Randall S. Tuttle
Mercedes-Benz of Winston-Salem
Mr. and Mrs. R. Michael Wells, Sr.
Mr. and Mrs. N. W. Mitchell, Jr.
Mr. and Mrs. Paul M. Wiles
Mr. and Mrs. Lucian H. Neal
Mr. and Mrs. John W. Willingham
Mr. and Mrs. Stephen F. Phelps
Mr. and Mrs. J. D. Wilson, Jr.
Mr. Graydon Pleasants and Ms. Margaret Scales
Mr. and Mrs. H. Vernon Winters
Mr. and Mrs. Ed Robins
Mrs. Calder W. Womble
Mr. and Mrs. Richard O. Rogers III Mr. and Mrs. Andrew J. Schindler
*These funds include the Community Leadership Fund; the Community Grantmaking Fund; Unrestricted and Field of Interest Funds; and the Community Funds for Arts and Culture, Community and Economic Development, Education, Environment, Health, and Human Services.
[68] FUNDS AND DONORS
the winston-salem foundation annual report
SUPPORTERS – $500–$999 Mr. and Mrs. John Appel
Mr. M. Campbell Cawood
Bank of America Charitable Foundation
Mr. and Mrs. Ronald J. Clein
Ms. Amy P. Barnhardt Dr. and Mrs. Edward S. Beason Mr. William G. Benton Mr. and Mrs. R. Gordon Bingham Dr. and Mrs. Malcolm Brown Mr. and Mrs. Austin Byrne
Mr. and Mrs. David L. Cotterill Mr. and Mrs. Marcus B. Crotts
Greater Winston-Salem Chamber of Commerce Mr. and Mrs. Grover C. McNair, Jr. Mr. Michael D. Gunter Mr. and Mrs. James G. Hanes III
Ms. Debbie Marshall
Mr. W. David Shannon
Ms. Davida W. Martin
Mr. and Mrs. G. Dee Smith
Mr. and Mrs. James E. Martin
Mr. Willis Slane and Dr. Caroline Chiles
Dr. W. Frederick McGuirt
The Spartanburg County Foundation
Mr. and Mrs. John Harrison
Mr. and Mrs. Thomas Ray McKinney
Mr. and Mrs. Gordon W. Jenkins
Mr. and Mrs. Clifford W. Perry, Jr.
Mr. and Mrs. Jeffrey Lawyer
Ms. Sara Pesek
Mr. and Mrs. Frank K. Lord III
Mr. and Mrs. David R. Plyler
Mrs. Sophia S. Cody
Mr. M. N. Hennessee
Mr. and Mrs. Ed McKee
Mr. and Mrs. J. Todd Slate
Mr. and Mrs. Robert L. Dalton, Jr.
Ms. Martha M. Higginbotham
Mr. and Mrs. J. Frank McNair IV
Ms. Phyllis G. Slawter
Mr. and Mrs. Jon M. Daly
Mr. William E. Hollan, Jr.
Mr. and Mrs. Dennis W. McNames
Amy K. Smith and Kenny Smith
Dr. Courtland H. Davis, Jr.
Mr. and Mrs. Greg Hoover
Mr. Jeff McPherson
Mrs. Mary M. Smoak
Mr. and Mrs. J. Wesley Davis
Mrs. Frances R. Huber
Dr. and Mrs. J. Wayne Meredith
Mr. R. Arthur Spaugh
Mr. and Mrs. Linwood L. Davis
Mr. and Mrs. Orman D. Hutcherson
Dr. and Mrs. Jay Michael
Mr. Richard Stockton
Mr. and Mrs. Stephen R. Davis
Mrs. Addie B. Hymes
Mr. and Mrs. Ward B. Miller
T.E. Johnson & Sons, Inc.
Ms. Rebecca M. Deaton
Immedia Print
Ms. Kathryn Mobley
Mr. Ben W. Thomason, Jr.
Ms. Amanda Decker
Mr. and Mrs. James M. Iseman, Jr.
Ms. Ellen N. Monahan
Mr. Erling S. Tronnes
Mr. and Mrs. Morrison W. Divine III
Jesse C. Temple 2007 Charitable Remainder Annuity Trust
Mr. and Mrs. Kenneth F. Mountcastle, Jr.
Mrs. Charles F. Vance, Jr.
Mr. and Mrs. Douglas S. Jones
Ms. Judy Mountjoy
Dr. and Mrs. F. Whitney Jones
Dr. and Mrs. Lewis H. Nelson III
Ms. Sherry A. Kellett
Mr. and Mrs. W. Robert Newell
Dr. David L. Kelly, Jr.
Mr. and Mrs. Michael Newman
Rev. Paul Kennedy
Ms. Marjorie Northup
Mr. Thomas S. Kester, Jr.
Mr. and Mrs. Charles C. Patton
Mr. M. Carlyle Kinlaw, Jr.
Ms. Susan Pfefferkorn
Mr. and Mrs. William A. Knott
Mr. and Mrs. Ed Pleasants
Ms. E. Julia Lambeth
Ms. Tucker Pollard
Mr. and Mrs. Thomas W. Lambeth
Ms. Marisa E. Ray
Mr. and Mrs. Robert H. Lassiter
Reynolds American Foundation
Mr. James E. Lippard
Mr. and Mrs. J. Robert Sanders, Jr.
Ms. Annette P. Lynch
Dr. Edward G. Shaw
Mrs. Janie Mayfield
Mr. and Mrs. William W. Shaw
Dr. James A. McCool
Ms. Sabrina Slade
Mr. and Mrs. Douglas Dillard Mr. and Mrs. James W. Douglas Estate of Earline King Mr. and Mrs. J. F. Goins III
Dr. and Mrs. James F. Toole Mr. and Mrs. Hans Wanders Mr. and Mrs. Scott F. Wierman Erna and Bill Womble, Jr.
PHILANTHROPISTS – UP TO $500 Dr. Jon Abramson and Dr. Cynthia Lees Dr. and Mrs. David H. Allen Mr. and Mrs. Miller Allen Anonymous (9) Dr. and Mrs. Donald L. Armitage Ms. Anne Arnold Dr. and Mrs. Philip R. Aronson Mr. Robert G. Auchincloss Mr. and Mrs. Charles S. Baldwin III Mr. and Mrs. Richard C. Barron Ms. Gwendolyn M. Bloss Dr. Frederick A. Blount Ms. Suzan E. Bly Ms. Becky Bowen, J.D. Ms. Betty Brantley H. M. Britt Mr. and Mrs. Timothy P. Brooker Budd Legacy LLC Mr. Coy C. Carpenter, Jr. Mr. and Mrs. Jere Carter Peggy and Don Carter Ms. Daisy R. Chambers Mr. and Mrs. Robbie O. Chandler Ms. Pat S. Clark Mr. D. Elwood Clinard, Jr.
Mr. and Mrs. C. Dorsey Dyer, Jr. Mr. and Mrs. Robert L. Edwards Mrs. Aurelia Eller Mrs. Marilyn G. Ellison Mr. and Mrs. Michael J. Fisher Dr. Janice Flezzani Mr. and Mrs. Michael Friedman Ms. Anne Garvey Mr. and Mrs. Robert J. Gfeller, Jr. Mr. and Mrs. William A. Goodson III Mr. Jonathan D. Halsey Mr. James A. Hancock, Jr. Ms. Regina Harmon Mr. and Mrs. Dennis G. Hatchell Mr. Joseph C. Hedgpeth
Mr. and Mrs. Stuart F. Vaughn Ms. Susan B. Wall Mr. and Mrs. William R. Wallace, Jr. Mr. and Mrs. David C. Wesson Mr. and Mrs. Harden B. Wheeler, Jr. Whole Man Ministries of NC Mr. and Mrs. J. Tracy Wilkerson Mr. and Mrs. John G. Williard Mr. and Mrs. Ben S. Willis, Jr. Mr. John G. Wolfe III Judge and Mrs. William Z. Wood, Jr. Mr. and Mrs. James E. Yarbrough, Jr. Mr. Ralph W. Yokeley
the winston-salem foundation annual report
FUNDS AND DONORS
[69]
FINANCIAL OVERVIEW COMBINED STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS (MODIFIED CASH BASIS) ASSETS Cash and cash equivalents Securities Student loans receivable Notes Investment in partnerships
DEC. 31, 2014 AND 2013
2014
2013
$17,365,321
$27,591,430
300,906,128
268,010,496
821,320
985,269
465,000
—
18,087,591
17,662,830
Assets held in trust – real estate
3,571,275
3,571,275
Building, improvements, and equipment
1,140,189
1,002,378
41,406,329
40,696.458
Split interest assets held in trust (Note 1) Other assets TOTAL ASSETS LIABILITIES AND NET ASSETS
1,164,072
1,153,652
$384,927,225
$360,673,788
2014
2013
LIABILITIES: Amounts withheld from employees Agency deposits Split interest assets held in trust (Note 1) Total liabilities
$2,281
$2,053
1,516,721
885,437
41,406,329
40,696,458
42,925,331
41,583,948
UNRESTRICTED NET ASSETS: Discretionary
33,809,903
33,150,199
Field of interest
29,660,296
28,185,342
21,901,720
20,105,607
Scholarship Student loan Donor advised
1,446,195
1,408,390
136,569,170
131,828,748
Donor designated
91,407,992
81,744,989
Agency endowments (Note 2)
19,305,397
17,809,960
Real estate Administrative Total net assets
3,566,141
3,566,141
4,335,080
1,290,464
342,001,894
319,089,840
$384,927,225
$360,673,788
COMMITMENTS (Note 3) 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 $24,011,224 and $23,673,765 as of December 31, 2014 and 2013, respectively. Note 2: For audited financial statements, Statement of Financial Accounting Standards No. 136 classifies agency endowments as liabilities instead of net assets. However, these endowments are legal assets of the Foundation and therefore are shown as net assets in these unaudited financials to mirror their treatment on the Foundation’s Form 990. Note 3: Unpaid grant commitments from endowed funds approved by The Winston-Salem Foundation Committee amounted to $1,573,962 and $1,681,246 at December 31, 2014 and 2013, respectively.
[ 7 0 ] F I N A N C I A L OV E RV I E W
the winston-salem foundation annual report
COMBINED STATEMENTS OF RECEIPTS, DISBURSEMENTS, AND CHANGES IN NET ASSETS (MODIFIED CASH BASIS) YEARS ENDED DEC. 31, 2014 AND 2013 CHANGE IN NET ASSETS
2014
2013
$31,434,050
$37,245,968
5,630,657
4,809,987
RECEIPTS: Donations and bequests Interest, dividends, and other investment income Other receipts Total receipts
56,939
184,065
37,121,646
42,240,020
DISBURSEMENTS: 24,874,514
20,948,321
Executive office operations
Grants
2,850,111
2,762,994
Trustee banks’ and investment management fees
895,453
731,743
43,571
39,185
Brokerage fees Other disbursements Total disbursements
135,603
329,067
28,799,252
24,811,310
8,322,394
17,428,710
RECEIPTS OVER DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS NET REALIZED AND UNREALIZED GAINS
14,589,660
31,130,321
INCREASE IN NET ASSETS
22,912,054
48,559,031
BEGINNING OF YEAR
$319,089,840
$270,530,809
END OF YEAR
$342,001,894
$319,089,840
NET ASSETS
These financials represent information for The Winston-Salem Foundation only and do not include the consolidation of a supporting organization, The Millennium Fund. If you would like a complete copy of the 2014 audited financial statements, please visit our Web site at www.wsfoundation.org.
TOTAL ASSETS (in millions)
273
289
361
385
TOTAL GRANTS PAID (in millions)
310
300 269
31
277
31 25 24
245
227 211
21
21 18
04
05
06
07
08
09
10
11
12
13
14
04
17
05
06
07
08
09
19
10
the winston-salem foundation annual report
11
20
12
21
13
14
F I N A N C I A L OV E RV I E W
[71]
THE WINSTON-SALEM FOUNDATION
COMMITTEE
T
HE 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.
JANET P. WHEELER
STAN KELLY
H. VERNON WINTERS
DR. GARY GREEN
Chair
Vice Chair
Treasurer
Secretary
Retired Vice President R.J. Reynolds Tobacco Company
President and Chief Executive Officer Piedmont Triad Partnership
Retired Chief Investment Officer Mellon Financial Corporation
President Forsyth Technical Community College
LINDA GARROU
TOMMY HICKMAN
M. CARLYLE KINLAW, JR., CFA
Former N.C. State Senator
Retired Senior Vice President R.J. Reynolds Tobacco Company
Financial Advisor Merrill Lynch Retired Senior Vice President Bank of America
DAVIDA W. MARTIN
DR. JOHN D. MCCONNELL
CORENA NORRIS-MCCLUNEY
Forsyth County Attorney
Chief Executive Officer Wake Forest Baptist Medical Center
Vice President, Associate General Counsel Krispy Kreme Doughnut Corporation
RANDALL S. TUTTLE
MIKE WELLS
CYNTHIA A. WILLIAMS
Founder and Partner Trade Street Capital Partners
Partner Wells Liipfert, PLLC
Senior Executive Vice President and Chief Corporate Communications Officer BB&T Corporation
[ 7 2 ] F O U N D AT I O N C O M M I T T E E S
the winston-salem foundation annual report
THE WINSTON-SALEM FOUNDATION
SUPPORTING COMMITTEES
2015 ASSET DEVELOPMENT COMMITTEE Michael Trawick, Chair
Ted Goins
Ed Pleasants
Marie Arcuri
Andrea Jenkins
J.K. Reaves
Allison Brashear
Gordon Jenkins
Napoleon Richardson
John Burress
Lottie Kay
Amy Smith
Robbie Chandler
Debbie Marshall
Kim Stogner
Brenda Diggs
Jim Martin
Hayes Wauford
Scott Gerding
Ray McKinney
Janet Wheeler
Linda Garrou
Ward Miller
2015 STUDENT AID COMMITTEE Betty Alexander
Cornelius Graves
Ava Smith-Pegues
Cheryle Belo
Carolyn Gray
Larry Stephenson
Mary Candillo
Bernice Harrison
Christina Stewart
John Candillo
Katherine Hoyt
Jane Suitt
Peggy Carter
Lamar Joyner
Paula Turner
Carmen Caruth
Barbara Lancaster
Teresa White
Gwenn Clements
Carolyn Matthews
Nancy Wilson
Shannon Cramer
George McLendon
Latonya Wright
Mary Edens
Emery Rann
Karl Yena
Lindy Ellis
Kenneth Raymond
Nancy Young
James Gallaher
Daisy Rodriguez
BLACK PHILANTHROPY INITIATIVE 2015 ADVISORY COMMITTEE Alison Ashe-Card, Chair
Michael Frye
Dr. Charlie Shaw, Vice-Chair
Roger Hyman
Dr. Lelia Vickers, Secretary
Andrea Jenkins
Dr. Betty Alexander
Chris Leak
Greg Brewer
Robert Leak, III
T.L. Brown
Paula McCoy
Tony Burton
Dr. Eric Sadler
RaVonda Dalton-Rann
Shannon Thompson
Artina Dawkins
Twana Wellman-Roebuck
YOUTH GRANTMAKERS IN ACTION 2014–2015 PARTICIPANTS
THE WOMEN’S FUND OF WINSTON-SALEM 2015 BOARD OF DIRECTORS
Mariah Adams
Deirdre Mack
Peter Bi
Jennifer Matthews
Brianee Billups
Caldwell Miller
Julia Cullinan
Saneida Murray
Ethan Fisher
Ty’Yana Neamo
Gavin Grosswald
Natavia Reynolds
Alvaro Higareda-Guido
Sawyer Welden
Jackie Lin
Thatcher Johnson-Welden
Alison Ashe-Card, Chair
Tricia DeForest
Holly Marion
Drew Lischke
Darnell Whitley
Tory Gillett, Vice-Chair
Dedee Delongpré Johnston
Lisa Purcell
Lucy Liu
Susan McBurney, Secretary
Elizabeth Jeter
Silvia Ramos
Margaret Leinbach, Treasurer
Sandra Miller Jones
Gemma Saluta
Sandra Boyette
Amy Justice
Margaret Turner-Johnson
Henri Brown
Amy Leander
Lamaya Williams the winston-salem foundation annual report
F O U N D AT I O N C O M M I T T E E S
[73]
THE WINSTON-SALEM FOUNDATION
STAFF
Edna Barker — S tudent Aid Associate Michael Clements — C onsultant, Black Philanthropy
Initiative Ann Davis-Rowe — A dministrative Assistant Kay Dillon — Director, Student Aid Susan Elster — Philanthropic Advisor Sandra Fishel-Booth — Program Officer Cici Fulton — Director, Marketing and
Communications Layla Garms — Program Officer Anne Garvey — Director, Fund Administration
and Stewardship Brittney Gaspari — Director, Grants David Gore — Director, Information Systems
and Technology Jonathan Halsey — Director, Community
Engagement Andrea Hulighan — Program Officer Betty Johnson — Financial Assistant Jo Ann Kyslinger — Gifts Processor Annette Lynch — Vice President, Philanthropic
Services Dee Matthews — Comptroller Christina Perrin-Stewart — Receptionist Lisa Purcell — Executive Vice President Sabrina Slade — Director, Women’s Fund
Front row – Jonathan Halsey, Sandra Fishel-Booth, Kay Dillon, Edna Barker, Meridith Whitaker, Cici Fulton, Betty Johnson, Lisa Purcell, Susan Elster, Annette Lynch Second row – Layla Garms, Jo Ann Kyslinger, Michael Clements, Brittney Gaspari, Christina Perrin-Stewart, Todd Slate, Ann Davis-Rowe, Dee Matthews, Latonya Wright, David Gore, Andrea Hulighan, Anne Garvey, Leila Warren, Eliza Walmsley, Sabrina Slade, Scott Wierman
Not pictured – Stephani Teske
Todd Slate — Vice President, Finance and Administration Stephani Teske — Accounting Associate Eliza Walmsley — Communications and Program Manager Leila Warren — Executive Assistant
facebook.com/winstonsalemfoundation
@wsfoundation
Meridith Whitaker — Donor Services Officer Latonya Wright — Grants Manager
DESIGN: M Creative | COVER AND STORY PHOTOGRAPHY: Christine Rucker EVENT PHOTOGRAPHY: David Reavis | PRINTING: Graphic Visual Solutions | STORY WRITING: Rebecca Garrau
Scott Wierman — President
The inside pages of this annual report contain fiber sourced from well-managed forests.
[ 7 4 ] S TA F F
the winston-salem foundation annual report
THE BURRESS FAMILY CENTER FOR PHILANTHROPHY
I
N EARLY 2015, the Burress Family Center for Philanthropy was
opened as a collaborative meeting space where groups can come together to learn, connect, and share ideas. The Foundation is pleased to offer some of our community’s most important assets — nonprofit organizations and community groups — the opportunity to utilize this philanthropic center to advance their missions. For more information on the facility, please visit www.wsfoundation.org/meetingspacereservations.
751 West Fourth Street, Suite 200 Winston-Salem, NC 27101-2702 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