THE WINSTON-SALEM FOUNDATION
BUILDING COMMUNITY
TOGETHER 2016 REPORT TO THE COMMUNITY | 2015 ANNUAL REPORT
“Re-Tree of Life Mosaic” by Nannette G. Davis at Sawtooth School for Visual Art
[TOGETHER[ BUILDING COMMUNITY
One person can make a difference. And one organization can make things happen. But neither alone can build a community. Community depends on the involvement of us all. Across neighborhoods, beyond comfort zones, at work and at home and in between.
And this is how our community will become stronger than ever.
Never before has there been so much collaboration and creativity among such a diverse and growing number of community builders. Individuals giving time and resources. Organizations embracing bold missions. And then a crisscrossing and coalescing of all this human energy — expanding the skills and assets found on every corner, respecting the merits of every viewpoint, and transforming our community together.
The Winston-Salem Foundation is proud to be part of many extraordinary alliances that help grow our community with shared purpose, values, and opportunity. As more and more people are joining together to become builders of our community, we are seeing an amazing multiplier effect,
proving there is no boundary to what our community can build together.
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COMMUNITY LEADERSHIP
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YEAR IN REVIEW
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BUILDING COMMUNITY TOGETHER
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GRANTS
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FUNDS AND DONORS
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FINANCIAL OVERVIEW
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FOUNDATION COMMITTEES
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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.
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MESSAGE TO THE COMMUNITY
BUILDING COMMUNITY TOGETHER
W
HEN WE WORK TOGETHER, innovative approaches
to community issues are more likely to emerge. As your community foundation, we are in a unique position to connect generous individuals and businesses, thoughtful leaders, and impactful nonprofits to collectively create change. In the past year, the Foundation has led with a big-picture view, a key goal of our most recent strategic plan. We leveraged resources to support many community efforts, including potentially transformative initiatives such as Collaborating for Clients and the Community Innovation Lab. These collaborative efforts are confronting issues such as disparities in food security, housing, and health by utilizing the assets and diverse viewpoints in neighborhoods across our community. Recognizing that education is also key to our community’s future, the Peer Project offered a second year of grants in 2016 supporting crucial professional development opportunities for Winston-Salem/ Forsyth County Schools’ educators, and we are also pleased to be providing administrative support for Project Impact, a six-year, $45 million effort by the business community to improve thirdgrade reading and math scores. We saw the Winston-Salem and Forsyth County community collaborate in new ways this year, bringing together organizations with different missions and people with diverse passions. The stories that follow in this report highlight the generosity and vision that make building community together possible. This has been a year of honest conversations, mutual respect, and hard work. Let’s continue moving forward — together!
STAN KELLY
SCOTT F. WIERMAN
Chair The Winston-Salem Foundation Committee
President The Winston-Salem Foundation
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COMMUNITY LEADERSHIP THE
PEER PROJECT
peerPROJECT ENGAGING EDUCATORS IN CONTINUOUS LEARNING Staff from Cook Literacy Model School at July 2016 training
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N JUNE 2015, the Foundation announced an exciting
collaboration with Winston-Salem/Forsyth County Schools: the PEER PROJECT, a five-year commitment to support local educators with a broad range of professional development learning opportunities, all aimed at supporting the District’s three goals of improving third-grade literacy, increasing the high school graduation rate, and closing the achievement gap. ENGAGING EDUCATORS IN One example of Peer Project support includes funding an CONTINUOUS LEARNING intensive, week-long training in the ORTON-GILLINGHAM INSTRUCTIONAL APPROACH by esteemed trainer Ron Yoshimoto; ReadWS and the school system collaborated closely to bring Yoshimoto back to Winston-Salem for a second year in July 2016.
peerPROJECT
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The initiative also supported a second year of professional development grants at the district’s COLLABORATIVE LEARNING CONFERENCE in August 2016. The conference featured renowned speaker and trainer Eric Jensen who has developed practical engagement applications for educators, especially for those teaching children living in poverty. Thanks to many generous donors, the Foundation’s initial $2 million investment in the Peer Project has grown to $2.3 million. To-date, more than $500,000 has been invested in professional development opportunities to help build a culture of creativity, innovation, and continuous learning for local educators to ultimately boost student achievement in Forsyth County.
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COLLABORATING FOR CLIENTS
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N MAY 2015, Second Harvest Food Bank of Northwest NC was one of five food banks selected by Feeding America to participate in a three-year pilot program called COLLABORATING FOR CLIENTS (C4C) , a collective impact approach to improve family stability in the areas of food security, health, housing, and income. Supported by a $380,000 grant from the Laura and John Arnold Foundation and in partnership with The Winston-Salem Foundation, Kate B. Reynolds Charitable Trust, United Way of Forsyth County, Forsyth Futures, Neighbors for Better Neighborhoods, Crisis Control Ministry, Financial Pathways of the Piedmont, Cooperative Extension, Forsyth County Public Health Department, Habitat for Humanity, Goodwill Industries, HandsOn Northwest North Carolina, and Wake Forest Baptist Health, C4C has identified two neighborhoods in which to implement this approach. Since January 2016, C4C has hosted multiple convenings for community leaders, nonprofits, and neighborhood residents. In November 2015, the Foundation committed $62,000 to the project.
C4C participants review and discuss neighborhood data provided by Forsyth Futures
COMMUNITY INNOVATION LAB
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AUNCHED IN 2015 in Winston-Salem and convened by the
Thomas S. Kenan Institute for the Arts at UNC School of the Arts, The Arts Council of Winston-Salem and Forsyth County, and the Foundation, the COMMUNITY INNOVATION LAB is bringing together a diverse, cross-sector group of local stakeholders and integrating artists to address inequities in employment, income, and wealth in our community. Thanks to $700,000 in grant support from the Kresge Foundation and facilitated by EmcArts, the Lab’s work is focused on integrating the arts to solve complex issues in our community while intentionally building social capital. In July 2016, the Foundation made a $100,000 Community Grant to support the Lab’s second phase.
Community Innovation Lab teams tackle community issues of inequity
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YEAR IN REVIEW 2016 COMMUNITY LUNCHEON
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SELLOUT CROWD of more than 1,200 community members gathered at the Benton Convention Center on May 4 for the Foundation’s 2016 Community Luncheon. Keynote speaker Jamie Vollmer spoke about the importance of public education and the role each of us must play in improving outcomes for children in our community. Over 100 Winston-Salem/ Forsyth County Schools principals, assistant principals, and administrative staff attended to hear Vollmer’s keynote and engage in conversation with community members. Vollmer is the author of Schools Cannot Do it Alone, which was available after the luncheon at a book signing offered by Bookmarks. The Forsyth Promise, HandsOn Northwest North Carolina, the Winston-Salem Chamber
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of Commerce, and the school system also offered information on volunteering in our public schools. Awards were presented to an exemplary group of community builders. The 2016 Winston-Salem Foundation Award was presented to Sylvia Oberle, and the 2016 ECHO Award recipients were Laurie Coker, Robin Embry, F3 Winston-Salem, Goler Community Garden at the Downtown Health Plaza, and Sylvia Oberle. Many thanks to 84 generous table sponsors who signed on to be Community Investors, Community Builders, and Community Supporters — their support allowed the Foundation to provide even greater community access to the Luncheon. Mark your calendars and join us for next year’s luncheon on Wednesday, May 3, 2017.
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YEAR IN REVIEW
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2016 AWARDS
THE WINSTON-SALEM FOUNDATION AWARD
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HE WINSTON-SALEM FOUNDATION AWARD,
the Foundation’s 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. Sylvia Oberle, this year’s award recipient, is a transformative leader who brings together people of diverse backgrounds, ethnicities, and faiths to ensure that everyone’s voice is heard. Before retiring in 2016, Sylvia served as executive director of Habitat for Humanity of Forsyth County, leading the organization to new heights with the establishment of two new ReStores and a new headquarters in the Boston-Thurmond neighborhood, where much of Habitat’s work is concentrated. The organization has expanded its reach in the community, impacting the lives of
Habitat and non-Habitat homeowners alike, thanks to Sylvia’s leadership and passion for improving the lives of local residents. This award is selected by a committee comprised of Foundation volunteers as well as the community-at-large. With this well-deserved recognition comes a $10,000 Foundation grant, which Sylvia designated to Habitat for Humanity of Forsyth County to benefit its hands-on maintenance classes and tool lending library for homeowners, and to the Bethesda Center for its Take the Lead event, which supports its mission of reducing homelessness in our community. Members of Habitat for Humanity’s staff join the celebration.
THE ECHO AWARDS
T Sylvia Oberle (center) with Foundation President Scott Wierman and Foundation Committee Chair Stan Kelly
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HE FOUNDATION PRESENTS ECHO AWARDS to recipients
who are creatively building social capital by strengthening 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 and the broader community. Each ECHO Award recipient receives $1,000 to grant to a nonprofit organization of their choice. Congratulations to our 2016 ECHO Award recipients for uniquely connecting people and building trust — and for making our community a better place for all.
2016 ECHO AWARD
RECIPIENTS
Front row: Laurie Coker, WSF Committee member Silvia Ramos, Robin Embry, Sylvia Oberle, and Dr. Carolyn Pedley (Goler Community Garden) Back row: WSF Committee Chair Stan Kelly, Chris Dyer and Drew Dixon (F3 Winston-Salem), and Robert Jones (Goler Community Garden)
Laurie Coker founded the GreenTree Peer Center, a peer-operated mental health support center where diverse community members form meaningful relationships. Robin Embry founded the Carolina Center for Cognitive Rehabilitation which creates lasting relationships among diverse individuals recovering from brain injury or stroke. F3 Winston-Salem (Fitness, Fellowship, and Faith) is an informal group connecting men of all ages, backgrounds, and fitness levels through free outdoor workouts. Goler Community Garden at the Downtown Health Plaza builds social capital between the medical community, patients, and neighborhood residents as they tend the community garden together. Sylvia Oberle has led the transformation of neighborhoods and built innumerable trusting relationships as executive director of Habitat for Humanity of Forsyth County.
To submit a nomination for either award, visit www.wsfoundation.org in January 2017 when nomination information goes live. Silvia Ramos presents the 2016 ECHO Awards.
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LEGACY SOCIETY DINNER
HE LEGACY SOCIETY honors individuals and
families who have established permanent endowments during their lifetimes or who have made provisions for such gifts after their lifetimes, thus contributing to the quality of life in our community, both now and in the future. The Foundation honors Legacy Society members with a dinner program each fall. In November 2015, the event returned to Winston-Salem’s Wake Forest Biotech Place, a downtown setting with rich historical significance in our community. After a welcome from Foundation Committee chair Janet Wheeler and fellow Committee member Dr. John McConnell, guests enjoyed a live performance by pianist Robert Matthews, a recipient of the Samuel
Griffin Seawell and Patsy Moore Seawell Memorial Scholarship for music education. Beth Fenimore, a financial advisor who originally helped Mrs. Seawell establish the fund, subsequently introduced Mr. Matthews, who spoke about the scholarship’s impact on his career. The program closed with highlights from the Foundation’s Youth Grantmakers in Action program, which had just celebrated its 10-year anniversary, including remarks from Jennifer Matthews, a former YGA participant.
Larry Laxton and Margaret Ann Hofler
Avolene Badgett and Eric Badgett
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Guests enjoy the ambiance of the Biotech Place atrium.
Mary and Wil Jenkins
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Lisa and Nathan Parrish
SCHOLARSHIP CELEBRATION
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UR ANNUAL SCHOLARSHIP CELEBRATION
provides an opportunity to recognize the achievements of extraordinary young people and the donors who made their scholarships possible. In July 2016, nearly 200 guests gathered at Wake Forest University’s Bridger Field House to enjoy a breakfast event highlighting the Foundation’s Student Aid program.
Melissa Painter of FOX8 News served as emcee for the event, followed by Atkins High School guidance counselor Candace Shaw. Nick Agard, recipient of a four-year scholarship to UNC-Chapel Hill from the Elizabeth T. Foundation President Scott Wierman Williams Memorial Scholarship, also shared what it meant to him to receive the award and offered advice for college-bound students. Foundation President Scott Wierman wrapped up by asking students to consider paying it forward one day, just as donors to their scholarships had done for them. The Foundation awarded 544 scholarships totaling $907,388 to local students in the 2016-2017 academic year.
Speakers Candace Shaw, Melissa Painter, Nick Agard, and Scott Wierman
Vicki Byrd (right) and scholarship recipient McKenna Major
Scholarship recipients Sarah Brooker, Stephen Markwalter, Ella Bruggen, Justin Zhang, and Heerali Patel
Bill Collins (center) with scholarship recipients Matthew Martin and Hailey Nichols
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BROADENING PHILANTHROPY
THE WOMEN’S FUND OF WINSTON-SALEM
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HE WOMEN’S FUND has continued to grow as a community of
female philanthropists supporting organizations that serve women and girls. It was a milestone year as the group of 800 women celebrated its 10-year anniversary, along with several other notable achievements: • The endowment grew to more than $1 million, representing a secure financial future for the Fund. The Fund also reached a $1.2 million-mark in total grants awarded in its history. • A Second Look Through a Gender Lens: The Economic Security of Women and Girls in Forsyth County in 2015 was published, providing insight into how Forsyth County women and girls are faring since the Fund’s 2010 report in areas including education, healthcare, poverty, and teen pregnancy. • Five organizations were awarded grants totaling $107,000 at the annual luncheon celebration in November 2015. El Buen Pastor Latino Community Services, Habitat for Humanity of Forsyth County, Imprints Cares, Old Town Elementary School,
2015 grant recipients being recognized at the November luncheon
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Guests enjoyed celebrating the Fund’s 10-year anniversary at the November luncheon.
and Planned Parenthood South Atlantic received funds for programs related to the economic empowerment of women and girls. • The Fund held its first-annual fundraising event in April 2016, the Fund Do Party, to support advocacy and education efforts addressing systemic issues outside of its annual grantmaking process. To learn more about The Women’s Fund, visit www.womensfundws.org.
2015 Black Philanthropy Initiative grantees
BLACK PHILANTHROPY INITIATIVE
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HE BLACK PHILANTHROPY INITIATIVE (BPI) builds
philanthropic relationships and supports issues that affect the African-American community, with a special focus on grantmaking in
the areas of education, financial literacy, and parenting and life skills training. In support of that mission, BPI accomplished the following in 2015-2016: • In October 2015, BPI hosted a fundraising event at the Anderson Center of Winston-Salem State University, Impacting our Community Through Black Philanthropy, which highlighted past grantees, the BPI endowment, and Bass Society members. • In February 2016, at the Delta Arts Center, BPI presented four organizations with $17,433 in total grants: Authoring Action for media training workshops for students; Catholic Charities Diocese of Charlotte for the Young Parents Program; Hanes Magnet School for Girls of Distinction, an after-school program for middle school girls; and Winston-Salem Delta Fine Arts for its Arts Smart interactive arts enrichment program for elementary students. • In June 2016, a donor appreciation event was held at the Foundation, providing an opportunity to thank donors for supporting the work of BPI and to recognize former Foundation staff member Michael Clements for his many years of service to the initiative. For more information, visit www.wsfoundation.org/bpi.
YOUTH GRANTMAKERS IN ACTION
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URING THE 2015-2016 school year, a diverse group of young
people from 12 area high schools worked together to become active, knowledgeable grantmakers. While gaining a deeper understanding of philanthropy, YGA members developed their own grant guidelines, solicited grant proposals, and awarded grants to youth-led projects that would have a positive impact on youth in Forsyth County. • In December, 30 current and former YGA members gathered for a day of celebration to mark the group’s tenth anniversary — more than 100 youth have participated since 2005. Participants volunteered at SECU Family House followed by lunch and team building exercises at the Foundation’s offices. • YGA hosted its annual grant celebration in April at the Milton Rhodes Center for the Arts where they announced four grants totaling $1,900 for youth-led projects. Grant recipients included: Reagan High School Young Black Male Achievers to provide a scholarship to a senior Young Black Male Achievers member; THETA Awards and Scholarship Fund for a high school theatre awards gala and to raise scholarship funds
for a theatre summer enrichment program; Top Teens of America to host training YGA members and their 2016 grantees at the April celebration sessions on how to handle and report bullying; and the Winston-Salem Youth Advisory Council to host a public event to promote acceptance and tolerance for others. • YGA’s grants are funded through the Foundation’s Youth Grantmakers in Action Fund; the endowment fund grows each year through YGA participants’ fundraising, as well as through donor contributions. To learn more, visit www.youthgrantmakersinaction.org. the winston-salem foundation annual report
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BUILDING COMMUNITY
TOGETHER W
E ARE FORTUNATE to work with people and organizations who recognize the importance of
individual skills and talents, while embracing the belief that healthy communities also depend on relationships, collaboration, and shared values.
On the pages that follow, you can read about an innovative restaurant nourishing the community in more ways than one, about a couple engaging their teenage children in philanthropy, and about an art school thriving in the community that created it more than 70 years ago. These stories represent just a small fraction of the inspiring work happening in WinstonSalem and Forsyth County as we seek to build community together.
THE FISHER FAMILY
PROVIDENCE RESTAURANT
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DR. BETTY ALEXANDER
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VERGIL GOUGH AND JOSH DONLEY
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SAWTOOTH SCHOOL FOR VISUAL ART
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FORSYTH FUTURES
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RUBIN FAMILY SCHOLARSHIP
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THE FISHER FAMILY
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“It’s the Foundation that created such a connection between our family and Winston-Salem. Each time I am able to help with a project, it just strengthens those ties.”
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FAMILY AFFAIR
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IKE FISHER was the first in his family to discover The Winston-Salem Foundation. And the more
he learned about the kind of work it does in the community, the more he wanted to get involved.
“It was all perfect timing on a professional and personal front,” recalls Mike, a CPA by training and now principal at Diversified Trust in Greensboro. “Clients I worked with were making gifts to the Foundation, and the Foundation often came up in discussions. That led us to this path.” Mike first agreed to serve on the Foundation’s Asset Development Committee, a volunteer group dedicated to helping the Foundation further its reach in the community. Then, in 2007, he and his wife Meredith established the Genesis Fund, an endowed donoradvised fund. “When we started thinking about our own fund, our oldest son Ethan was only a few years old,” Mike says. “We didn’t necessarily have a plan in mind — we just knew that we wanted our children involved in some way, starting early and starting often.” Through the Genesis Fund, the couple has partnered with the Foundation to award a range of grants to arts and education programs, environmental and animal-welfare groups, and disaster relief. “It’s become our primary means of giving, other than tithing in church,” Mike says. The Fishers give broadly because they have grown to love the community over the 14 years they’ve lived in Winston-Salem. “It’s home,” Meredith says. “It makes us feel good to help others and it sets a positive example for our children. That is very important to us. We hope that they will choose to do something similar one day.” Truth be told, the couple needn’t worry too much about that — their sons are well on their way to learning how to become philanthropists in their own right.
When Ethan was a rising sophomore, he applied for the Foundation’s Youth Grantmakers in Action program and became an active participant. A diverse group of students representing area high schools, YGA members develop grant guidelines, solicit grant proposals and award grants to youth-led projects in Forsyth County. “Honestly, my Dad really wanted me to and at first I was unsure about it,” Ethan admits. “But I quickly came to enjoy it and realize how much I would learn and the diversity of kids I would meet. I will always call them friends. It was just a great experience.” In fact, Ethan enjoyed the YGA experience so much that he served again his junior year. And now younger brother Riley is following in his footsteps. “We just found out Riley was accepted,” Meredith says, obviously pleased. “It’s almost like Ethan has passed on the torch. We hope one day our youngest, Grayson, will get the same opportunity.”
THE FISHERS established the Genesis Fund, an endowed donor-advised fund, in 2007, and Mike served on the Foundation’s Asset Development Committee for 10 years. Their sons Ethan and Riley both have been members of the Foundation’s Youth Grantmakers in Action program. Left: Ethan, Meredith, and Mike Fisher
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PROVIDENCE RESTAURANT
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“Very few organizations have come full circle with us like the Foundation. They have not only given us grants, we cater for them, we get involved in projects, we speak at events. It’s almost like family.”
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NOURISHING A C OM M UN I T Y
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RIA READY COMES FROM A LONG LINE OF CHEFS. So when she graduated from Parkland High
School, it seemed perfectly natural to enroll in a traditional culinary arts program.
“It’s in my heart. It’s in my blood,” she says. “I didn’t want to do anything else.” Although her desire to become a chef never waned, reality set in when Ready realized she couldn’t afford to finish her degree. But now, with support from two innovative culinary programs that received Community Grants from the Foundation, she’s back on track. Ready is a graduate of the Triad Community Kitchen Culinary Training Program, founded by Chef Jeff Bacon and Second Harvest Food Bank of Northwest North Carolina to prepare people who are unemployed and underemployed for careers in the culinary arts. Triad Community Kitchen, which opened its doors at the Food Bank in 2006, graduates 60 to 80 students per year who are wellprepared for jobs in the food service and hospitality industries. And last year, with additional support from the Foundation, Providence Restaurant opened at the DoubleTree by Hilton Hotel on University Parkway. Providence is home to a unique hospitality residency program that offers Ready and other selected graduates of Triad Community Kitchen extended training for up to two years, preparing them to enter the workforce in higher-paying leadership roles. “Our goal is to become self-sufficient in the next two to three years,” says Bacon, the executive director of both programs. “No other Hilton property has a nonprofit training program offering its food service. If we can figure this out, I think it could be duplicated on a national level.” Ready now works side-by-side with seasoned professionals like Bacon, who holds a degree in institution management and nutrition and has worked as a chef in a variety of venues in the Triad, from corporations to country clubs to retirement communities. The restaurant gives folks in the community an opportunity to dine for a cause: the food is locally sourced and all proceeds, including tips, support the program.
Providence also caters up to 70 events a month, from weddings to boxed lunches for business meetings. “Before opening Providence, we turned away two jobs for every one we took because we didn’t have enough space,” Bacon says. “Since opening, our restaurant business has increased every month, and we’ve seen a 100-plus percent increase in the catering business.” Bacon admits he’s keeping a close eye on Ready, who has worked at Providence since the day it opened. “She is rock-solid. You can tell she is hungry, and she wants leadership,” he says. “We have big plans for her — it’s highly likely that we will hire her into a management position before she gets away.” Hearing that brings a big smile to Ready’s face. She dreams of one day becoming an executive chef on a cruise ship or in a foreign country. “This job gives me pride every day,” she says. “I’m actually implementing steps to get closer to my dreams.”
IN 2005, the Foundation supported the creation of Triad Community Kitchen with a $50,000 grant to Second Harvest Food Bank, and the opening of Providence Restaurant with a $25,000 grant in 2015 to expand its culinary training and catering programs. Left: Bria Ready with fellow staff in the Providence kitchen Above: Chef Jeff Bacon
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DR. BETTY ALEXANDER
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“If you don’t work on the inside, you can’t expect much change to happen on the outside.”
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A W OM A N ON A
MISSION B
ETTY ALEXANDER has been on a mission to change the world since the day she stepped foot in
Winston-Salem back in the early 1970s.
Then a young medical technologist in Kansas, she traveled halfway across the country to take a job at Kate Bitting Reynolds Memorial Hospital, the city’s hospital for black residents. “I realized there were more ways to bring about change than just the traditional things going on during the Civil Rights Movement,” Betty says. “You need someone working on the inside to help make change. So I packed up, came out here, and I have been here ever since.” That decision put Betty on a lifelong path of creating positive change for her community. “I figured I could do that one thing God has given me to do, to help train other African-American men and women in the job that I do.” And sure enough, those whom she helped train in the hospital lab landed good jobs elsewhere. “Eventually Forsyth Memorial Hospital was built,” she recalls, “and the young people I worked with in the lab got jobs there. Two of the young women went on to finish college. That’s progress.” Before long, Winston-Salem State University recruited Betty to help build its medical technology and other allied health programs. She can still recall the names of every student who graduated in that first class of 1982. “Teresa, Sharon, Vicki…,” she begins, listing them off one by one. “My focus was very selfish,” she explains. “These programs were highly underrepresented by minorities. I thought if we could establish the programs at a minority school, then we could get more minorities into those professional areas.” These days, Betty continues to make her mark in myriad ways in the community, including at The Winston-Salem Foundation, serving on both its Black Philanthropy Initiative (BPI)
Advisory Committee and Student Aid Committee. BPI, formed to celebrate and encourage philanthropy in the black community, provides grants that focus on education, financial literacy, and parenting and life-skills training. The Student Aid Committee is instrumental in choosing worthy local recipients of the Foundation’s college scholarships. Betty recalls first learning about the Foundation’s work nearly a decade ago. Shortly thereafter, she joined The Women’s Fund of Winston-Salem, a group of female donors dedicated to the economic security of women and girls in Forsyth County. “I said, ‘If not me, then who?’ It takes just one person to do that, then the next person to receive it and pass it on to somebody else.” She and her friends soon formed the ACEY group, one of many membership groups within The Women’s Fund. Her group is passionate about supporting girls transitioning out of foster care. Now 18 members strong, the group has touched the lives of countless young women over the years. “Each member who came into the group saw what we were doing and they would tell a friend, and their friend would come, then that friend would tell another friend,” she says. “It’s one person at a time, joining with others to make a difference. That’s what the Foundation is all about.” DR. BETTY A. ALEXANDER supports the Foundation’s Student Aid Committee, the Black Philanthropy Initiative, and the Women’s Fund of Winston-Salem. She has served on BPI’s Advisory Committee since 2011.
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SAWTOOTH SCHOOL FOR VISUAL ART
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“We are not just a community art school. We are a community of people. You are not just finding the artist in you, you are finding lasting friendships.�
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SP A R KI N G T HE I N N ER
ARTIST
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ONG BEFORE WINSTON-SALEM established an official arts district — or became known as the City
of Arts and Innovation — a core of the city’s creative community was already thriving inside the historic Sawtooth building downtown.
That’s where the Sawtooth School for Visual Art has provided inspiration to aspiring artists young and old, of all skill levels and backgrounds, since 1982. And now the premier community art school in the Triad is able to serve more students than ever before. “We couldn’t have done it without the Foundation,” says JoAnne Vernon, executive director of Sawtooth School, which began more than 70 years ago as the Arts & Crafts Workshop. “We are in a much stronger position than we were five years ago, in terms of systems and infrastructure, but also because of this incredible team of people who are here.” The Foundation has funded several new positions at Sawtooth in recent years — one in sales and marketing, another in development — that helped set the nonprofit on a path of strategic growth. As a result, Sawtooth has increased its donor base fourfold and launched a major gifts campaign that is close to reaching an ambitious goal. Last year the art school offered over 540 classes with more than 6,100 students enrolled, generating record revenues. Classes range from ceramics, photography, digital arts and woodworking to metals, fibers, glass, painting and printmaking, among others. “It has transformed our organization,” Vernon says. “We went to the Foundation and said we really need support getting this development program off the ground. We had nothing — just some Excel spreadsheets and QuickBooks and paper files, but no real information about our donors and how they were connected with us.” Sawtooth also cultivates unique partnerships in the community that provide arts experiences to an array of students through schools, businesses and other nonprofits. For example, its Healing and Wellness through the Arts program offered 32 workshops and
classes last year to nearly 1,000 cancer patients, survivors, family members and caregivers. And Sawtooth’s collaboration with Carter G. Woodson Charter School provided weekly art classes that would not have been offered given the school’s limited resources. The classes culminated in an exhibition showcasing the students’ work. “The whole gallery was filled with their artwork — it was literally floor-to-ceiling — and it was so beautiful,” Vernon recalls. “The school brought the entire student body over here, during the course of a week, to see what their peers had done.” Elizabeth Repetti was among Sawtooth School’s biggest fans even before she joined its board of directors a few years ago. “I brought my kids here because my mother took me to art class when I was young, and I wanted my children to have the same experience,” says Repetti, now president of the board. “Then I started taking classes here more than 10 years ago, and I’ve probably taken 40 classes since then. I’m hooked!” IN 2015, Sawtooth was awarded $24,000 in support of a development assistant for a second year. In the past 10 years, the Foundation has provided Sawtooth with six Community Grants totaling $166,600. Left: Participants in Sawtooth’s summer art programs Above: JoAnne Vernon and Elizabeth Repetti
the winston-salem foundation annual report
B U I L D I N G CO M M U N I T Y TO G E T H E R
[23]
VERGIL GOUGH AND JOSH DONLEY
[
“Vergil was really instrumental in the way I have run my business for 14 years.”
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[
INVESTING W I T H P UR P OSE
B
ORN IN WINSTON-SALEM and a proud graduate of James A. Gray High School, Vergil Gough
worked his entire life as an electrician for R.J. Reynolds Tobacco Company.
When Vergil wasn’t busy with one of RJR’s major building projects — he hung the lights for the company’s state-of-the-art Whitaker Park plant that opened to much fanfare in 1961 — he worked as a troubleshooter on the electrical maintenance team. “They’d have a $50,000 machine sitting there dead in the water,” he recalls. “It was my job to get it back online ASAP.” As RJR prospered over the years, so did many of its longtime employees. Like Vergil, most were local residents of modest means whose loyalty to the company would leave them well-off in their retirement years. “They paid a good salary and had excellent benefits,” Vergil says. “In 1965 or so, they came up with a stock purchase plan — I talked to my wife Vicki about it and we agreed to put in the maximum.” The couple planned to use their IRA fund for traveling to fun and faraway places in their later years. But when Vicki’s life was cut short by cancer at age 50, Vergil found himself wondering what he should do with the wealth they had been blessed with. He had no children and no immediate family members living. Enter financial advisor Josh Donley, who not only would help Vergil find renewed purpose, but also would become a steadfast friend. In turn, Vergil would be instrumental in the way Josh decided to run his business.
A native of Walkertown, Josh had recently graduated from Elon University with degrees in business administration and economics — an education he could afford, in part, because of a scholarship he received from The Winston-Salem Foundation. Early on in their relationship, Josh noticed that Vergil didn’t seem to care much about his considerable investments. One day, when he asked Vergil why, he finally understood the reason. “So many people focus on tomorrow, tomorrow, tomorrow — and then tomorrow comes and it is different than you planned,” Josh says. “To see, early in my career, somebody like Vergil with a lot of wealth and no purpose for the money was an eye-opening experience. It has changed the conversations I’ve had with many clients. It’s not only spreadsheets and formulas, it’s putting humanity into the idea of growing wealth.” In Vergil’s case, those conversations led to the establishment of the Vergil and Vicki Gough Fund, an unrestricted endowment that allows the Foundation to support local nonprofits through Community Grants. Vergil believes Vicki would approve of his decision to invest their retirement funds right here in the community where they met and married. “I think she would be happy,” he says with a smile. “She was that type of person — she was good and giving, and she liked to help people.” VERGIL GOUGH is a member of the Foundation’s Legacy Society, and he established the unrestricted Vergil and Vicki Gough Fund in 2008. Josh Donley is a financial advisor with Mosaic Capital Management. Opposite page: Vergil Gough and Josh Donley
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B U I L D I N G CO M M U N I T Y TO G E T H E R
[25]
F O RS Y TH F U T UR ES
[
[
“Just as you want unbiased media because you don’t want to misinform the public about what is going on in the community, you want unbiased data to inform community services.”
[ 2 6 ] B U I L D I N G CO M M U N I T Y TO G E T H E R
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D A T A -D R I V EN
CHANGE A
LL THE FACTS WITHOUT THE SPIN — that’s the product Forsyth Futures provides to community
leaders and local nonprofits looking for rigorous research to inform important decisions about how and where to invest their resources. “It is essential that we use statistics and data-driven evidence to guide decisions for our community,” says Executive Director Dan Barbara, “instead of attempting to bolster decision-making by finding evidence to back it up.” As a trusted partner, Forsyth Futures has received long-term grantmaking support from the Foundation because its mission impacts critical community efforts on such a broad level. But it’s behind the scenes where this team of data, research, and tracking experts has done its work for nearly two decades. “One of the primary values our organization offers to the community is that we are independent,” Barbara says. “We contract as a partner with initiatives, but only those that are driven by community input, not by politics. By doing so, we maintain our independence.” Forsyth Futures currently serves as the data and research manager for two such initiatives: The Forsyth Promise, a communitywide partnership that is aligning resources to improve education outcomes from cradle to career, and Collaborating for Clients (C4C), a project that is working to decrease poverty among families in Forsyth County through resident-driven efforts. Adam Hill, the director of community engagement for Forsyth Futures, describes the “collective impact” approach both initiatives use. “It’s really about sharing data with a group of stakeholders to inform their collective planning and to strategize ways to move forward to improve outcomes over time.” Whether the team’s research delves into the intricacies of education, healthcare, employment, or housing, it can help the community attack the root causes of the challenges facing Forsyth County — and not waste valuable time and resources on efforts that miss the mark.
Barbara, a health scientist by training who worked in public administration and healthcare before taking the helm of Forsyth Futures, loves the pure science behind the work. “Data is for sale everywhere, and that is something we try to avoid. There are plenty of data providers who do what we do, and then they interpret it in a manner that puts some spin on it,” he says. “We want to be the neutral party who evaluates issues based on the evidence only. There are only a handful like us in the nation.” Funding partners like the Foundation allow Forsyth Futures to maintain its autonomy — and integrity. “We could not do it without the ongoing support of our partners, who value the resource of unbiased data and do not expect to weigh in on the outcomes of our work,” Barbara adds. “For our work to remain truly unbiased, that is essential.” FORSYTH FUTURES receives ongoing operating support from the Foundation. In the past 10 years, the organization has received 11 Community Grants totaling $720,000. Left: Collaborating for Clients participants in a deep dive data session
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B U I L D I N G CO M M U N I T Y TO G E T H E R
[27]
RUBIN FAMILY SCHOLARSHIP
[
“We wanted the opportunity to set a local high school student on a path of lifelong learning.”
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BROADEN I N G HOR I ZON S T HR OUG H
EDUCATION
A
SK DEBBIE AND MIKE RUBIN what compelled them to establish a college scholarship through
the Foundation, and Debbie is quick to respond with a quote from Thomas Jefferson, one of her favorite wordsmiths of all time:
“The cornerstone of democracy rests on the foundation of an educated electorate.”
“That is exactly what I believe,” the former high school English teacher says. “When we educate students, we are educating them to be citizens.” Indeed, the Rubins’ belief in the value of education motivates much of what they do with their time and resources — for themselves and for others. Both are lifelong learners with multiple degrees: Mike, a retired gastroenterologist, is back in the classroom studying history these days; Debbie holds master’s degrees in education and liberal studies. So it seemed fitting that the couple would want to empower young people to reach their potential by establishing the Rubin Family Scholarship, a four-year, full-tuition scholarship to a university in the UNC system for a high-achieving student at Mt. Tabor High School, preferably the first generation in the family to attend college. The couple wanted the scholarship to go to a Mt. Tabor student — that’s where their own children, now grown, went to high school. They also believed achievement should be a critical factor in the selection process. And Tamera Brady certainly fit the bill. Tamera, the first-ever recipient of the Rubin scholarship, started college this fall at UNC-Charlotte, with plans to study kinesiology and physical therapy. “I always knew that I wanted to go to college because my parents didn’t go,” says Tamera, who in sixth grade was taken in and raised by the family of a caring cheerleading coach because of strife in her home. Tamera’s birth mother has since passed away.
Tamera excelled at Mt. Tabor, where she was a member of numerous honor societies and the Student Council, as well as a cheerleader, a student ambassador, and a freshman orientation leader. She also became involved with the Foundation as a member of its Youth Grantmakers In Action. Yet Tamera worried a great deal about how she could ever manage the cost of college. In fact, when she received a phone call from the Foundation notifying her of the scholarship, she rushed to the school’s counseling office to confirm it really was true. “I was just so grateful that somebody would want to help me like that,” she recalls, with tears streaming down her face. “I feel like I can make a change in a lot of people’s lives, and I hope there is going to be somebody just like me that I can help out one day.” The Rubins look forward to following Tamera’s progress. “It’s been almost 40 years since we moved to Winston-Salem, and we’ve been aware of the uniqueness and generosity of our community,” Mike says. “Our kids have been nurtured in this environment, and we now have the opportunity to support a deserving young lady who we know is going to make a significant impact in the years ahead.” MIKE AND DEBBIE RUBIN established the Rubin Family Scholarship in 2016; they also have both an endowed and non-endowed donor-advised fund and are members of the Foundation’s Legacy Society. Tamera Brady is a past member of Youth Grantmakers in Action. Left: Debbie and Mike Rubin with Tamera Brady
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B U I L D I N G CO M M U N I T Y TO G E T H E R
[29]
GRANTS 2015
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 2015, the Foundation:
Awarded nearly
$2.4 million Made more than
$26 million
through our COMMUNITY GRANTS program
in total CHARITABLE GRANTS
79% of which stayed in North Carolina
60% of which stayed in Forsyth County
Provided
554
SCHOLARSHIPS totaling more than
$900,000 in the 2015-2016 school year
[30] GRANTS
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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 making 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, go to the Grant Seekers tab on the
AGENCY ENDOWMENT GRANTS provide support to charitable
Foundation’s Web site at www.wsfoundation.org.
organizations through endowments that were established by nonprofits to support their own work in the community.
2% AGENCY ENDOWMENT GRANTS
4% SCHOLARSHIPS
2015 FOUNDATION GRANTS (by Grant Type)
7% COMMUNITY GRANTS
13% DESIGNATED GRANTS
53% DONOR-ADVISED (NON-ENDOWED) GRANTS
21% DONOR-ADVISED (ENDOWED) GRANTS
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GRANTS
[31]
[32] GRANTS
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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 and COMMUNITY LEADERSHIP OPPORTUNITIES, 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 2015, 23 DONOR-ADVISED FUNDHOLDERS contributed a total of $215,425 toward the funding of Community Grants and the Foundation’s Peer Project initiative supporting public education. This funding is impactful — it equates to the estimated annual income generated by a $5,254,268 endowment! We are most grateful for our 2015 GRANTMAKING PARTNERS:
Gayle Anderson
Mary Eagan
Bill and Louise Bazemore
Mike and Meredith Fisher JT and Kelly Kappes
Katherine Otterbourg
Paul and Fran Breitbach
John and Shelia Fox
Debbie and Jeff Long
Dale Seibert
Mike and Wendy Brenner
Bob and Lisa Gfeller
Buddy and Monica McSwain
John and Carol Singletary
Randy and Deborah Casstevens
Charlie Hemrick and Norma Charles-Sink
Dak Millis
John and Peggy Taylor
Charles Mull
Sean and Diana Toole
Matthew Cullinan and Anna Reilly
Scott and Mary Jones
Walt and Martha Ann Murray
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GRANTS
[33]
COMMUNITY GRANTS 2015
I
N 2015, the Foundation supported nonprofit programs with
NEARLY $2.4 MILLION in
Community Grants that are making a difference in a wide variety of areas in Forsyth County. Funding for these 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.
2% 2015 COMMUNITY GRANTS (by Program Area)
1% RECREATION 4% ANIMAL WELFARE
ENVIRONMENT
5% HEALTH
8%
27%
ARTS & CULTURE
HUMAN SERVICES
14% COMMUNITY & ECONOMIC DEVELOPMENT
23% PUBLIC INTEREST
[34] GRANTS
the winston-salem foundation annual report
16% EDUCATION
ANIMAL WELFARE
ARTS & CULTURE
COMMUNITY & ECONOMIC DEVELOPMENT
TOTAL GRANTS
TOTAL GRANTS
TOTAL GRANTS
$30,500
$198,870
$328,450
EDUCATION
ENVIRONMENT
HEALTH
TOTAL GRANTS
TOTAL GRANTS
TOTAL GRANTS
$386,877
$91,000
$119,991
HUMAN SERVICES
PUBLIC INTEREST
RECREATION
TOTAL GRANTS
TOTAL GRANTS
TOTAL GRANTS
$644,923
$550,966
$33,875
COMMUNITY GRANTS 2015 ANIMAL WELFARE ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
Forsyth Humane Society
$25,000
for the capital campaign
Sergei Foundation
$5,500
to pay for veterinary medical care for low-income families
TOTAL COMMUNITY GRANTS TO ANIMAL WELFARE
$30,500
ARTS AND CULTURE ORGANIZATION NAME Arts Council of Winston-Salem and Forsyth County
GRANT AMOUNT
PROJECT DESCRIPTION
$15,000
for the director of marketing for a third year
Associated Artists of Winston-Salem
$12,000
for a membership and gallery coordinator for a second year
Authoring Action
$20,000
to support a part-time marketing director/administrative support position
Bookmarks
$19,000
for expansion of the executive director and assistant director positions for a third year
Carolina Chamber Symphony Players
$10,000
for a part-time manager for a third year
Helen Simoneau Danse
$5,000
to support the administrative assistant and public relations agent and to expand the residency for a second year
Hispanic Arts Initiative
$500
Kernersville Little Theatre
$500
RiverRun International Film Festival Salem Band Sawtooth School for Visual Art
$30,000 $2,370
for a puppetry project in partnership with The Potter’s House and Delta Arts Center to engage students at Kernersville Elementary through live theatre for a development officer to support a properties manager for a third year
$24,000
for a development assistant for a second year
Second Sundays on Fourth
$3,000
for marketing assistance to diversify its audience
Triad Stage
$15,000
for a development position for a second year
Winston-Salem Symphony
$30,000
for a resource coordinator position
Winston-Salem Theatre Alliance
$4,500
to support renovations to the theater
Winston-Salem Youth Chorus
$8,000
to upgrade ticketing and development software
TOTAL COMMUNITY GRANTS TO ARTS AND CULTURE
$198,870
COMMUNITY AND ECONOMIC DEVELOPMENT ORGANIZATION NAME Center for Creative Economy
GRANT AMOUNT
PROJECT DESCRIPTION
$15,000
for the Swerve program
Downtown Winston-Salem Partnership
$34,000
for planning costs in the redesign of Merschel Park and the Trade Street passageway
Forsyth Community Food Consortium
$42,000
to support the Forsyth Community Food Consortium for a second year
Goler Community Development Corporation
$45,000
for community development projects in areas around Goler Memorial AME Zion Church and east Winston-Salem
[36] GRANTS
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COMMUNITY AND ECONOMIC DEVELOPMENT (CONT.) ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
Habitat for Humanity of Forsyth County
$12,450
for a master plan for the Boston-Thurmond neighborhood
Hosanna House of Transition
$8,000
for consultant services to develop a worker cooperative model for an employment training program
Neighbors for Better Neighborhoods
$75,000
to support the development of community assets in neighborhoods
Shalom Project
$22,000
for the Peters Creek Community Initiative
Simon Green Atkins Community Development Corporation
$65,000
for staff to manage the expansion of the business incubator facility
Ujima Community Development Corporation
$10,000
to support an administrative assistant and projects that serve City View residents
TOTAL COMMUNITY GRANTS TO COMMUNITY AND ECONOMIC DEVELOPMENT
$328,450
EDUCATION ORGANIZATION NAME
GRANT AMOUNT
Building Educated Leaders for Life
$40,000
to support the summer learning program for a second year
Carter G. Woodson School of Challenge
$20,000
for a student and parent liaison
Center for Smart Financial Choices
$14,560
to hire a part-time youth program educator
Children’s Museum of Winston-Salem
$20,334
for an exhibit design and development manager for a second year
El Buen Pastor Latino Community Services
$11,000
to support the family literacy initiative for a third year
Forsyth Education Partnership
$22,000
for a part-time educator warehouse manager for a second year
Junior Achievement of Central NC
$24,000
for a programs manager
ReadWS
$20,683
to expand the assistant director’s hours and to fund a structured literacy workshop for public school teachers
Salem Academy and College
$50,000
for the capital campaign
SciWorks
$25,000
for a development director for a third year
Smith Farm Elementary PTA
$10,000
for the construction of a playground
The Forsyth Promise
$50,000
to support the Forsyth County Cradle to Career partnership for a second year
UNC-Greensboro
$13,500
for an outreach group facilitator for the Padres Promoviendo Preparación program
Winston-Salem State University Foundation
$30,000
to implement the STARS program for elementary school students
Winston-Salem/Forsyth County Schools
$30,000
to support family engagement programs in the Winston-Salem/Forsyth County Schools for a third year
Winston-Salem/Forsyth County Schools
$800
Winston-Salem/Forsyth County Schools
$1,000
to form a West African drumming ensemble at Reynolds High School
Winston-Salem/Forsyth County Schools
$4,000
for materials to assist students with Autism Spectrum Disorder in classroom learning
TOTAL COMMUNITY GRANTS TO EDUCATION
PROJECT DESCRIPTION
for a program on cultural diversity and social justice at Walkertown Middle School
$386,877
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GRANTS
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COMMUNITY GRANTS 2015 ENVIRONMENT ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
NC Cooperative Extension Service, Forsyth County
$6,000
to build social capital by expanding community gardens in Forsyth County
NC Cooperative Extension Service, Forsyth County
$30,000
to continue funding the restoration of the Arboretum at Tanglewood
Paul J. Ciener Botanical Garden
$10,000
to develop and implement a marketing strategy
Piedmont Environmental Alliance
$20,000
for a program manager
Yadkin Riverkeeper
$25,000
for a development officer
TOTAL COMMUNITY GRANTS TO ENVIRONMENT
$91,000
HEALTH ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
Addiction Recovery Care Association
$1,000
AIDS Care Service
$10,360
for marketing and development assistance for a third year
Associates in Christian Counseling
$8,000
to support a part-time intake coordinator position for a third year
Brain Injury Association of NC
$12,500
to support the Brain Injury Resource Center at Wake Forest Baptist Medical Center for a third year
Carolina Center for Cognitive Rehabilitation
$15,000
for a part-time clinical rehabilitation professional
$1,000
for an exercise program for individuals with multiple sclerosis
MSfit Foundation
to assist with board development and training
NC Harm Reduction Coalition
$10,000
for a second year of support for an outreach worker and a health educator for the overdose prevention program
NC Institute of Medicine
$10,000
to establish a state-wide task force on Alzheimer’s Disease
School Health Alliance for $9,131 Forsyth County
to support a behavioral treatment project for students and families affected by Attention Deficit/Hyperactivity Disorder
SECU Family House
$1,000
for digital video equipment
Southside United Health Center
$35,000
for two part-time nurse practitioners for a second year
Special Olympics NC
$6,000
for a health screening event and a weight loss intervention program for individuals with intellectual disabilities
Winston-Salem Industries for the Blind
$1,000
to purchase materials for a goalball project
TOTAL COMMUNITY GRANTS TO HEALTH
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$119,991
HUMAN SERVICES ORGANIZATION NAME ABC of NC Child Development Center
GRANT AMOUNT
PROJECT DESCRIPTION
$21,000
for a volunteer internship coordinator/development assistant
Autism Society of NC
$6,000
to assist faith communities in supporting families impacted by autism
Bethesda Center for the Homeless
$35,000
for a case manager
Children’s Home Society of NC
$4,000
for a second year of support for marketing
Children’s Law Center of Central NC
$25,000
for a director of development for a second year
Children’s Law Center of Central NC
$17,000
to support a director of development for a third year
Experiment in Self Reliance
$15,808
for a part-time finance accountant assistant for a second year
Family Services
$2,000
to provide direct assistance to victims of violent crime
Goodwill Industries of Northwest NC
$50,000
for a workforce development director at The SECU Commons
Group Homes of Forsyth
$30,000
for marketing and development analysis and strategy
Horizons Residential Care Center
$20,000
for a medical supply storage unit
iCan House Services
$38,850
to hire a program assistant
Imprints
$15,000
for a business development director for a third year
LAMB Foundation of NC
$5,000
to provide funds to redistribute to Forsyth County organizations working with individuals with developmental disabilities
Living Well-Rural Hall Center for Lifelong Learning
$10,000
for an executive director for a third year
Lowrance Middle School PTA
$9,465
to fund a summer respite care program for students with disabilities and their families
Lowrance Middle School PTA
$8,500
to fund a summer respite care program for students with disabilities for a second year
Moravian Church in America, Southern Province
$15,000
to assist with operating costs for the City with Dwellings winter shelter
$4,800
for a new client database
Next Step Ministries Riverwood Therapeutic Riding Center
$18,000
for a part-time development director for a second year
Samaritan Ministries
$11,000
for a strategic plan
Second Harvest Food Bank of Northwest NC
$124,000
to support Collaborating for Clients in partnership with the United Way
Senior Services
$40,000
to support the Home Care program for high-risk seniors for a second year
Shepherd’s Center of Greater Winston-Salem
$25,000
for the capital campaign
Sunnyside Ministry of the Moravian Church
$12,000
for a program manager for a second year
TCK Providence
$25,000
to expand the culinary training and catering programs through Providence Restaurant
United Way of Forsyth County
$20,000
to fund the Ten-Year Plan to End Chronic Homelessness
Veterans Helping Veterans Heal, Inc.
$20,000
to develop marketing materials
Vigils for Healing
$2,500
to provide monetary support for the family members of victims of violent death
World Relief High Point
$15,000
for the Anti-Human Trafficking program manager position
TOTAL COMMUNITY GRANTS TO HUMAN SERVICES
$644,923
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COMMUNITY GRANTS 2015 PUBLIC INTEREST ORGANIZATION NAME
GRANT AMOUNT
Catholic Charities Diocese of Charlotte
PROJECT DESCRIPTION
$60,000
Creative Corridors Coalition
for a translation and interpretation network project director
$100,000
for the capital campaign
ECHO Award
$4,000
2015 ECHO Award Recipients
Financial Pathways of the Piedmont
$28,000
for a program coordinator for the Asset Building Coalition
Forsyth Futures
$75,000
to collect and leverage community information in order to enhance the quality of life for Forsyth County residents
HandsOn Northwest NC
$60,000
to support capacity building for nonprofits and increase volunteerism
Hispanic League
$6,100
for an organizational assessment and a fund development plan
Leadership Winston-Salem
$28,000
for a full-time program and alumni coordinator
National Cycling Center
$25,000
for a part-time temporary liaison and technology to support administrative needs
NC Institute of Political Leadership
$8,000
to expand programming for women and collegiate students and establish Alumni Councils
NC Network of Grantmakers
$42,300
for Forsyth County nonprofit organizations to participate in a communications collaborative
New Winston Museum $25,000 to create interpretive and development action plans North Star Center $10,000 for a part-time center manager Rufus Dalton Awards
$3,586 to present the Rufus Dalton Award to three officers who were injured in the line of duty
Rufus Dalton Awards
$150 to purchase a replacement medal for a previous Award recipient
Scholars for North Carolina’s Future
$830 to support the Voting Rights Teach-In
Wake Forest University Health Sciences $40,000 to support additional design elements at Bailey Park WinstonNet $25,000 to expand the executive director’s part-time hours for a second year Winston-Salem Foundation Award $10,000 2015 WSF Award Recipient — D. Elwood Clinard
TOTAL COMMUNITY GRANTS TO PUBLIC INTEREST
$550,966
RECREATION ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
Blue Storm
$300
to assist with registration fees for youth to participate
Family Love and Involvement Program
$300
to fund a family activity day
Lights Out Track and Field Club
$500
to assist with registration fees for youth to participate
Love Out Loud
$500
to underwrite expenses for the 2015 Joy Prom
Old Hickory Council, Boy Scouts of America
$30,000
for a full-time marketing director
Pfafftown Packers Football Association
$500
to pay registration fees for youth who cannot afford to participate
Winston-Salem Grayhounds
$875
for repairs
Winston-Salem Indians
$500
to pay registration fees for youth who cannot afford to participate
Winston-Salem Roadrunners Track Club
$400
to pay registration fees for youth who cannot afford to participate
TOTAL COMMUNITY GRANTS TO RECREATION
[40] GRANTS
the winston-salem foundation annual report
TOTAL 2015 COMMUNITY GRANTS
$33,875
$2,385,452
the winston-salem foundation annual report
GRANTS
[41]
FUNDS AND DONORS 2015
S
INCE 1919, committed donors have invested generously to strengthen our community — both
now and in the future. 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 2015, the Foundation administered more than 1,300 CHARITABLE FUNDS for a wide variety of philanthropic purposes.
1%
1%
REAL ESTATE FUNDS
OTHER ASSETS
FOUNDATION ASSETS
5% DONOR-ADVISED FUNDS (NON-ENDOWED)*
5%
(by Fund Type)
AGENCY ENDOWMENT FUNDS
6% STUDENT AID FUNDS
32% DONOR-ADVISED FUNDS (ENDOWED)
10% CHARITABLE LEAD TRUSTS AND CHARITABLE REMAINDER TRUSTS
24% DESIGNATED FUNDS
16% 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:
NON-ENDOWED FUNDS:
• UNRESTRICTED FUNDS FOR COMMUNITY GRANTS
• NON-ENDOWED ADVISED FUNDS, which are essentially
offer the broadest option for charitable giving. Income from these
charitable checking accounts, offer donors a simple and efficient
funds will be used to meet changing funding opportunities in our
vehicle for annual charitable giving.
community over time through Community Grants. • TEMPORARY FUNDS give the Foundation the ability to hold funds • FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS
give donors the opportunity to provide community grantmaking
for a limited time for groups and emerging organizations, and for individual memorial funds.
support within a specific area of interest, such as arts and culture, environment, or human services. • DONOR-ADVISED FUNDS enable up to two family generations of
CHARITABLE TRUSTS: • CHARITABLE LEAD TRUSTS enable donors to make significant
advisors to make charitable grant recommendations before converting
charitable gifts for the term of the trust while transferring substantial
to another endowed fund type. These funds are a convenient method
assets to beneficiaries later.
of simplifying charitable giving and are an attractive alternative to a private foundation.
• CHARITABLE REMAINDER TRUSTS allow donors and/or a
designated beneficiary to receive income for the life of the trust, with • DESIGNATED FUNDS are established by donors who wish to
the remainder going to support charitable causes.
provide annual support to specific charities in perpetuity. • 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 to
pursue their academic goals. Donors may establish these funds to support students from a particular high school, church, or county,
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. Contact us at giving@wsfoundation.org or (336) 725-2382 for more information.
or for those who attend a specific college or 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 (1/1/15–6/30/16)
PURPOSE
Elizabeth T. Edmondson Fund
Established with the charitable remainder of the Elizabeth T. Edmondson Irrevocable Living Annuity Trust
Linda and John Garrou Charitable Fund
Established by John and Linda Garrou for community grantmaking
Adrian R. and Robert D. Shore Fund
Established by Robert and Adrian Shore in 1999 as an advised fund and converted to an unrestricted fund in 2015
FUND
PURPOSE
YEAR
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
Richard E. Ashburn Trust
2002
Established by bequest as an unrestricted fund
Warren David Ashburn Fund
1968
Established for charitable purposes of the Foundation
William W. Avera and Frances H. Avera Fund
2014
Established by Bill and Frances Avera by bequest to benefit disadvantaged youth
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 Remainder 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
John W. Burress Community Fund
2007
Established as an unrestricted fund
Albert L. Butler, Jr. Fund
1997
Established by the Kate B. Reynolds Charitable Trust in memory of Mr. Butler to support the poor and needy
[44] FUNDS AND DONORS
the winston-salem foundation annual report
Unrestricted and Field of Interest Funds, continued FUND
YEAR
PURPOSE
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 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
Elaine Dowdell Fund for Arts and Culture
2014
Established through the estate of Elaine Dowdell for the field of interest of arts and culture
Eisenberg Family Fund for Arts and Culture
2007
Established as a field of interest fund to support arts and culture
Unrestricted and Field of Interest Funds, continued FUND
YEAR
PURPOSE
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
Barbara Lasater Hanes Trust
1988
Established as an unrestricted fund
Ann S. and F. Borden Hanes, Jr. Endowment
1998
Established by Mr. and Mrs. F. Borden Hanes, Jr. as an unrestricted fund
James R. Hankins Fund
1967
Established by bequest as an unrestricted fund
Carl W. and Annie M. Harris Endowment
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
R. Edward Lasater Endowment Fund
1950
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
Lassiter Animal Welfare Fund
2003
Lipscomb Fund
2004
Established with an estate gift from Allene D. Lassiter for the benefit of animals in Forsyth County 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
Anonymous Trust #2
1999
Established by an anonymous donor as an unrestricted 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
Ruth M. Pleasants Fund
2014
Established with the remainder of a charitable trust to support worthy public purposes.
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
the winston-salem foundation annual report
FUNDS AND DONORS
[47]
Unrestricted and Field of Interest Funds, continued FUND
YEAR
PURPOSE
Samuel and Elizabeth Rose Fund
1998
Sarah Shore Ruffin Fund
2004
Established by bequest by Samuel M. Rose to support general charitable purposes 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
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
A. Tab Williams, Jr. Public Education Fund
1996
Established through a charitable lead trust to support public education in Forsyth County
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 offer a convenient method of simplifying charitable
giving and are an attractive alternative to a private foundation.
NEW FUNDS (1/1/15–6/30/16) Anonymous (1) Dan and Margaret Austell Fund Ann and Herbert Brenner Charitable Fund James E. Gay III Family Fund William B. Millis Family Advised Fund Ruth M. Pleasants Family Fund Michelle and Alex Schenker Fund Serendipity Fund Marcus and Jacqueline Shelton Family Fund Robert W. Van Camp Advised Fund
FUND
YEAR
Paul and Judy Moore Briggs Family Fund
2000
John and Terrie Davis Family Fund
Royall and Alice Brown Advised Trust
1993
Deem/Turner Charitable Endowed Fund
1999 2012
Royall R. Brown, Jr. Advised Trust
1992
DeForest Family Fund
2003
Christopher David Budd Fund
1996
Driscoll Family Fund
1997
Joseph R. Budd Family Trust
1997
Nancy W. Dunn Trust for Spiritual Development
1995
Nathan, Jordan, and Nicholas Budd Fund
1998
Mignon Durham Charitable Fund
1997
Richard P. and Sylvia S. Budd Fund
1983
EHI Fund
2004
Burr Family Trust
2006
Elkin Community Trust
1993
John W. Burress Advised Fund
2008
C.B. Eller Education Fund
1987
Cardwell-Archer Charitable Fund
2001
Grace H. Emken Fund
1993
Douglas and Marilyn Cardwell Fund
2010
Robert A. and Constance C. Emken Fund
2014
Mary J. and Kenneth P. Carlson Advised Fund
2000
Ann and John Faris Community Fund
2008
Carr Family Advised Fund
2006
Finley-Anderson Fund
1994
Sam N. Carter and Pauline H. Carter Fund
2000
Firetree Fund
2008
Cawood Charitable Fund
1993
Robert and Carol Ford Charitable Trust
1996
Lee Chadwell Fund
2002
For Katie’s Sake Endowment
2012
Chuck and Bobbie Chambers Advised Trust
1992
Andrea and Brian Fox Fund
2013
Chapman Family Fund
2010
Fries-Willingham Fund
2011
Lucy Hanes Chatham Fund
1949
James A. and Elizabeth K. Fyock Trust
1999
Lucy Hanes Chatham Library Fund
1951
Gaddy Educator Fund
2010
Richard T. Chatham Fund
1972
Dr. Kenneth R. Gallup, Jr. Family Charitable Fund
1996
Thomas Lenoir and Anna Hanes Chatham Fund
1998
Thad W., Mildred B. and Kathryn W. Garner Trust
1998
Genesis Fund
2007
Anonymous (7)
1999
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
Gerald L. Chrisco and Allison D. Chrisco Charitable Fund
2013
Karla Bolen Memorial Fund
2003
Robert Clark Family Fund
1997
Elizabeth E. and Henry M. Booke Trust
1994
Phillip M. Clifton, MD Memorial Fund for Children
2003
Sam and Anne Booke Family Trust
1989
Brenda Kulynych Cline Fund
1998
Julian R. and Mary P. Bossong Fund
1998
Clover Street Fund
2003
Alice O’Kelley Goodson and William A. Goodson, Jr. 1991 Family Trust
Skip and Beth Boswell Trust
2007
Ron and Jeff Coppage Cancer Fund
1999
Alice Jane Goodson Fund
2011
Nick and Nancy Bragg Arts Fund
2013
A. Robert Cordell Family Trust
1998
William A. and Georgia H. Goodson Fund
1968
Braswell Family Charitable Fund
1995
Joan R. and David L. Cotterill Advised Trust
1994
Louis and Marcia Gottlieb Family Fund
1996
Felice and Richard Brenner Fund
2014
Credence Fund
1997
Mike and Wendy Brenner Trust
2002
Bill and Betty Gray Davis Fund
2000
Bernard and Anne Howell Gray Advised Fund 1998 for the Community Donor-Advised Funds – continued on next page
Glade Valley School Fund
1988
Annie Bennett Glenn Fund
2010
Madlon and Kirk Glenn Family Fund
2010
the winston-salem foundation annual report
FUNDS AND DONORS
[49]
Donor-Advised Funds, continued FUND
YEAR
James and Deborah Millis, Jr. Fund
2009
Tom and Kathy Rucker Charitable Trust
Green Angel Fund
1997
James H. Millis, Jr. Family Advised Fund
2012
Guy and Liz Rudisill Fund
1993
J.T. Greene, Jr. Charitable Trust
1995
Dr. John H. and Elizabeth B. Monroe Fund
2002
Benjamin and Avon Ruffin Family Fund
2007
George and Hoyte Hall Family Advised Fund
2014
Elsie L. Morris Fund
1999
Jack and Betty Runnion Fund
1996
Hanes Family Downtown Fund
2003
Morgan Family Charitable Trust
2010
Britton Rudolph Noel Sams Advised Fund
2013
R. Philip and Charlotte M. Hanes Community Trust
1988
Gene and Margaret Motsinger Family Fund
2006
Pearl and Ray Sams Family Trust
2000
Harrison Family Fund
2001
Neal Family Fund
2001
Phoebe B. and William M. Satterwhite, Jr. Fund
2005
Sam and Kathryn Hauser Fund
2005
Lucian and Robie Neal Fund
2002
Daniel and Linda Sayers Charitable Fund
1996
Thomasine Herring Hayes Fund
2009
Stephen L. Neal Advised Fund
1997
Margaret Scales and Graydon Pleasants Endowment 2007
Steve and Ann Hendrix Fund
2001
T. David Neill Family Fund
1998
Andrew J. and Ellen N. Schindler Advised Fund
2004
Emily Millis Hiatt Fund
2010
Henry McVeigh Noel II Advised Fund
2013
SKM Charitable Fund
2004
Dorothy R. Hilton and J. Glenn Hilton Family Fund
2012
O’Brien Family Fund
2005
Katie Sleap Memorial Fund
2005
Judith Hoots Family Fund
2005
Sam C. Ogburn, Sr. and Mary Ceile F. Ogburn Fund
2007
Zach Smith Fund
2009
Leonard Howard and Wilma G. Howard Fund
2014
Kevin and Wendy Oliver Advised Fund
2013
F. Conard and Jean Snyder Fund
2005
B.F. Huntley and Josephine Huntley Trust
1997
Orr Family Charitable Trust
1999
Morris and Lillian Sosnik Memorial Fund
1987
David A. and Roberta W. Irvin Fund
2000
Katherine W. Otterbourg Fund
2003
Jonathan Mark Spaugh Memorial Charitable Fund
2010
Janeway Family Fund
1996
Barbara and C.T. Overby Youth Golf Fund
2006
William A. and Eleanor W. Starbuck Advised Fund
2010
W.T. and Mary Cobb Jenkins Family Fund
2005
Barbara M. Page Fund
2013
William A. and Eleanor W. Starbuck Charitable Fund 2010
Florinda C. Johnson Charitable Fund
2005
Marlene and Craven Page Trust
1997
Nealie Belk Stevens Fund
1962
Garland Johnson Fund for the Benefit of Elkin Public Library
2001
Dwight E. and Annie E. Pardue Fund– Dwight E. Pardue, Jr.
2016
John Stewart Charitable Fund
2014
J. Michael Johnston Memorial Fund
1996
Dwight E. and Annie E. Pardue Fund–Richard Pardue 2016
Jones Family Fund
2006
Harry O. and Margaret W. Parker Family Trust
2006
Leon and Renee Kaplan Fund
1999
Nathan E. and Lisa J. Parrish Advised Fund
2007
Stanhope A. and Elizabeth P. Kelly Family Advised Fund
2012
Eugene and Ann Paschold Fund
1996
Bob Pate Memorial Fund
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
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
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
Molly Millis Hedgecock Fund
2010
[50] FUNDS AND DONORS
2000
Richard and Wendel Stockton Fund
1997
Janice Kulynych Story Fund
1998
Charles V. Taft Family Charitable Trust
1995
John A. and Marguerite B. Taylor Fund
1986
1987
Thompson/Rotary Club of Winston-Salem Educational Fund
1950
Pauline Davis Perry Fund
1996
Thornton Family Fund
2001
L. Gordon and June D. Pfefferkorn, Jr. Trust
1993
Tuttle Family Charitable Fund
2005
L. Gordon, Jr. and June D. Pfefferkorn Trust–2
1999
Harry and Nancy Underwood Advised Trust
1994
Steve and Carolyn Phelps Fund
2011
Margaret M. Urquhart Advised Fund
2001
Piedmont Federal Fund
1993
Carolyn H. Vaughn Fund
1997
Ruth M. and Clifton E. Pleasants Trust
1990
Wall Family Trust
2002
Ashburn Wright Wall Pollock Charitable Trust
1994
Maytrice Walton Fund
2010
Frances and Steve Porter Family Fund
2010
Ward Family Advised Trust
1995
Billy D. and Deborah Prim Donor Advised Fund
2004
Sharon L. Washington-McBryde Memorial Fund
2005
Gladys Cain Pulliam and Grady R. Pulliam, Jr. Fund
2007
Bill and Judy Watson Fund for the Arts
2011
David and Deborah Rice Fund
1995
Edward Kent Welch Memorial Fund
2005
Roaring Gap Community Fund Endowment
2010
A.T. Williams Oil Company Fund
1988
Roaring Gap Fund Education Endowment
2011
A. Tab Williams, Jr. Crime Prevention Fund
1996
T. Wayne Robertson Memorial Fund
1998
Catherine R. Williams Family Fund
2003
Roslyn Trust
2000
John W. and Donna H. Willingham Advised Fund
2006
Rubin Family Fund
2000
Diana Dyer Wilson Endowment Fund
1971
the winston-salem foundation annual report
Donor-Advised Funds, continued FUND
YEAR
Jane Butler and J.D. Wilson Family Trust
1983
Paula Wimmer Memorial Fund
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 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 Fund
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 own long-term sustainability. NEW FUNDS (1/1/15–6/30/16)
PURPOSE
Ann Brenner Fund for Temple Emanuel Established by Ann Brenner for Temple Emanuel Martha B. and Robert M. Carlisle, Jr. Fund Established by IRA beneficiary designation for St. Paul’s Episcopal Church and UNCSA R. Harold and Aleta Griffin Ellison Fund Established by the Aleta Griffin Ellison 2012 CRAT for Arbor Acres Dean C. Plemmons, Jr. Memorial Fund at Amos Cottage Established as an agency endowment by Amos Cottage, Inc. with a gift from Margaret and Dean Plemmons to honor their son, Deany L.A. Reynolds, Bessie Binkley and Ruth N. Reynolds Fund Established by family in memory of their grandparents and aunt to support Lewisville United Methodist Church and community grants Don and Elaine North Education for Justice Endowment Fund Established by the Vestry of St. Anne’s Episcopal Church for support of educational activities in support of social justice William L. and Virginia Kirk Stoelzel Fund Established by the revocable trust of Virginia K. Stoelzel for three charitable organizations Nancy and Richard Sullivan Fund for Senior Services Established by Nancy and Richard Sullivan for support of Senior Services Alice Myers Wald Charitable Fund Established by the Alice Myers Wald Revocable Trust and the sons of Alice Myers Wald for Winston-Salem Symphony and Old Salem The Woodall Family Trust Established with the remainder of the H.C. Woodall, Jr. Family Charitable Trust for the benefit of Old Hickory Council, Boy Scouts of America Roma Lee Woosley Fund for Pine Grove United Methodist Established by the Roma Lee Woosley 2005 CRAT for Pine Grove United Methodist Church Church
FUND
YEAR
Anonymous (1)
Associated Charities Fund
1928
Richard and Sylvia Budd Endowed Christian Fund
Aunt Pauline’s Pantry Fund
2013
Buena Vista Median Restoration Endowment
2014 2011
1995
Nick Bunce Friendship Fund
2002 2003
Adam Legacy Endowment Fund
2013
Sarah Austin Child Development Center Trust
Louise and Sam Adams Designated Fund
2005
Sarah Austin Family Services Shelter Trust
1991
Bess Lee Burke Memorial Fund
Louise S. and Samuel C. Adams Trust
2013
Mary Ruth B. Barrett Fund
2006
Albert L. Butler, Jr. and Elizabeth Bahnson Butler Fund 2011
Joyce Adger Endowment for Bethesda Center
2009
Celestine Pate Bass Memorial Hospice Fund
2007
Emily Allen Wildflower Preserve Protection and Management Endowment
2001
Marshall B Bass Best Choice Center Endowment Fund 1997
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial 2000 Fund–Designated
Celeste Tucker Alspaugh Memorial Trust
1964
John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust-Children’s Home
1964
American Red Cross (Northwest North Carolina Chapter) Endowment Fund
1997
Amos Cottage-Harry O. Parker Wing Fund Arts Council Endowment Fund
Marshall B Bass Fund for Senior Services
2008
Marshall B and Celestine P. Bass Endowment
2008
Bill and Hallie Beckerdite Trust Fund
2010
Bellin Charitable Fund
2014
Nathalie L. Bernard Fund
1963
2004
Big Brothers/Big Sisters Services, Inc. Endowment
1996
1957
Mary Leight Booe Fund
1989
Arts for Life Endowment
2008
2004
Ashburn Trust-Bowery Mission and Young Men’s Home
1970
Daniel and Jo Ann Boucher Industries for the Blind Endowment Gertrude and Morris Brenner Fund
1993
Ashburn Trust-World Vision
1970
Hal Brownfield Endowment
2007
[52] FUNDS AND DONORS
the winston-salem foundation annual report
Camp Civitan Fund
1986
William Joyce Camp Dogwood Endowment
1995
Dorothy M. Carpenter Fund
2008
Carr Family Fund-Designated
2006
Centenary United Methodist Church Sunday School Fund
1927
The Centers for Exceptional Children Endowment
2010
Perry B. Clark Memorial Fund of Leadership Winston-Salem
1987
A.F. Clement Trust-Designated
2011
Joel and Blanche Clingman Charitable Trust
2009
Designated and Agency Endowment Funds, continued FUND
YEAR
James A. Gray Endowment
1946
Louis and Gretchen Klaff Trust-Designated
2010
College Park Baptist Church Endowment Fund
2013
James A. Gray Foreign Mission Fund
1948
2003
Community Care Center for Forsyth County, Inc. Endowment
2007
Group Homes of Forsyth, Inc. Endowment
1993
Petro Kulynych/Blue Ridge Parkway Foundation Endowment
Community Marrow Donor Program, Inc.-Forsyth County Area Endowment
2000
Habitat for Humanity of Forsyth County Endowment 1999 Fund–II
Nottie Riddle Cook Fund
1986
Planned Parenthood Dewitt Cordell Education Endowment
1987
Florence Corpening YWCA Mission Fund
2012
Athalene Couch Fund Crimestoppers Endowment Fund Crisis Control Ministry, Inc. Endowment Fund
Petro Kulynych Community Fund
2012
John W. Landingham Fund
2009
Frank Borden Hanes, Sr. Fund
2014
Peggy Bowen Leight Fund
2001
Gordon Hanes Memorial Endowment for Crisis Control Ministry
1995
Maintenance Trust for Lewisville United Methodist Church
1998
Jacob F. Hanes Fund for The Children’s Home
1935
Little Theatre Endowment Fund
1996
2012
Jacob F. Hanes Fund for Superannuated Methodist Ministers
1935
Lloyd Presbyterian Church Fund
2001
1992
Joan H. Hanes Fund
1983
Regina Derwin Lofland Fund
2013
1987
Virginia Scully Hart Memorial Fund
2012
Crosby Endowment Fund
1987
Lewis Lee and Suzanne Ellis Hawley Memorial Fund
2008
Crosby Scholars Endowment Fund
2008
Charles E. and Pauline L. Hayworth Fund
1994
Selden Cundiff Memorial Trust for the Endowment 2002 of Holly Haven Care Home of AIDS Care Service, Inc.
Thomas K. Hearn, Jr.-Leadership Winston-Salem Scholarship
2010
Bunny and Bill Davis Highland Scouting Fund
2000
2010
Elaine Dowdell Designated Fund
2014
Henderson Endowment for Galloway Memorial Episcopal Church
Carolyn G. and Charles H. Duckett, MD Endowed Fund
2013
Ada Hill and Jesse Davis Powers Fund
Elkin Public Library Endowment
2011
Enrichment Center Endowment
2006
Alex C. Ewing North Carolina School of the Arts Campus Fund
1999
William D. and Jane F. Hobbs Rector’s Discretionary 2008 Fund of St. Paul’s Episcopal Church
John H. Felts, M.D. Fund
2000
Forsyth County Dental Society Endowment
2010
Forsyth Jail and Prison Ministries Endowment
2002
Elsie Ann Long Memorial Fund
1995
Love’s UMC Capital Needs Fund
2008
Love’s United Methodist Church Memorial 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
2005
G.L. Millsaps Memorial Trust
2000
Mary Hill Habitat for Humanity Fund
1996
J. William Moir Charitable Trust
2006
Lawrence and Wilda Hine Charitable Fund
2011
Montague Scholarship Medal Fund
1939
William G. Montgomery, MD Fund for Senior Services 1995
1999
National Trust for Historic Preservation in the United 1981 States
Lawrence Byerly Holt, MD Memorial Fund
1988
Mil and Marsh Naugle Fund
1999
Raymond B. Hooker, Jr. Fund-Designated
2000
1992
Hope Trust of Crisis Control Ministry
1995
North Carolina Academy of Physician Assistants Endowment
Cecil and Henrietta Foushee Fund for Maple Springs 2013
Judith and Marbry Hopkins Endowment
1996
Friendship Force of Central North Carolina Fund
1987
Louise S. Hunter Fund
2004
Guy R. and Florence M. Fulp Charitable Trust
2000
Missy Hunter Fund for NCSICA
2014
Sandra Gallant Mental Health Association Endowment
2014
Viola and Dwight Jackson Memorial Fund
1999
Galloway Memorial Episcopal Church Endowment
2009
Ella Mae Johnson Fund
1994
Germanton United Methodist Church Fund
2005
J. Kirk Glenn Jr. Endowment for Crisis Control Ministry
2008
Goodwill Industries of NW NC, Inc. Endowment
1997
William (Billy) and Maggie Gordon Memorial Fund for Haw Pond Church of Christ
1998
Grace Court Trust
1996
Margaret N. Graham Art Fund
1942
Bowman and Gordon Gray Trust
1970
Bowman Gray Trust-Bowman Gray School of Medicine 1970 Gordon Gray Trust-Bowman Gray School of Medicine 1982
James E., Jr. and Betty Jones Holmes Fund
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
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
Margaret W. Parker Fund for Amos Cottage– Operations
2004
Norman Johnson Endowment for Piedmont Opera
2014 2007
Margaret W. Parker-Ronald McDonald House of Winston-Salem Endowment Fund
1998
Trey Jones Philmont Scholarship Fund Junior League of Winston-Salem Endowment Fund
1998
Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center
2006
Jane R. Kennedy Endowment Fund
1989
Otis B. and Genevieve W. Parrish Endowment Fund II 1992 Mary A. Payne Charitable Fund
2009
Lucy Paynter Fund
2005
Peace Haven Baptist Church of Winston-Salem Endowment
2010
the winston-salem foundation annual report
FUNDS AND DONORS
[53]
Designated and Agency Endowment Funds, continued FUND
YEAR
Willis and Marion Secrest Chair Endowment
2014
Fred Taylor Peden Trust of St. Paul’s Wilkesboro
2001
SECU Family House Endowment
2013
Penland Endowment for Art Education
2010
Senior Services, Inc. Endowment
1994
Penland School of Crafts Fund
1983
R.Y. and Eileen Sharpe Fund
1983
Francis D. and Fannie Byrd Smith Pepper, Sr. Fund
1997
James Reynolds Sheffield, Sr. and James Reynolds Sheffield, Jr. Trust
1995
Shepherd’s Center of Greater Winston-Salem Endowment Trust Irving and Minnie Sheppard Memorial Fund
Louise A. Peterson Trust
2002
Pfafftown Jaycees Designated Fund
2005
Piedmont Opera Endowment Fund
1987
Pinedale Christian Church Fund
1997
Kerr and Naomi Pinnix Designated Fund
2006
2005
Mr. and Mrs. A. Tab Williams, Jr. Fund
1998
1999
A.T. Williams, Jr. Family Fund for St. Paul’s Episcopal 1993 Church
Sloan S. Sherrill Fund
1978
Siloam Baptist Church Endowment Fund
1997
Paul and Sara Sinal Fund
1997
Richard and Barbara Pope Trust
1998
Frances Horne Smith and Howard H. Smith Memorial Fund
1968
Eleanor Powell Organ Trust Fund
2014
Gilbert W. and Gail S. Spencer Fund
2008
Larriston Hill Powers Memorial Fund
2005
Sprinkle Mission Fund
1982
Jesse Powell Trust Fund
2014
Stafford Fund for Bunker Hill Cemetery
2011
Preservation North Carolina - Winston-Salem Regional Office Endowment Fund
1997
Pearl Fields Stafford Fund for Salem Academy
2011
Kenneth O. Raschke Literacy Initiative Trust
1996
Lucy L. Stedman Memorial Fund
1931
Mary Neil Henderson Rice Designated Fund
2010
Rufus T. Stedman Memorial Fund
1931
Stephen G. Richey Memorial Fund
1986
Ruth Stevenson Stewardship Endowment
2004
Wood Richmond Memorial Fund
1960
Ralph and Peggy Stockton Arbor Acres Fund
2006
Sturmer Spay and Neuter Fund
1993
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
2004
St. Paul’s Episcopal Church Endowment
1946
St. Paul’s Episcopal Church Mission Fund
1950
St. Paul’s Wilkesboro Endowment Fund
2001
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
Jesse C. Temple Trust Fund
2013
Stuart C. Thomas Designated Fund
2013
Nelson and Dorothy Tomlinson Fund for Brenner
2014
Nelson and Dorothy Tomlinson Fund for Davidson College
2014
Tower Fund
2008
Trinity Center Endowment Fund
2000
St. Philip’s Episcopal Church Fund
1953
St. Stephen’s Episcopal Church Endowment
1997
St. Timothy’s Episcopal Church Endowment
2013
Bynum E Tudor Fund for Reynolda House Museum of American Art
2001
St. Timothy’s Episcopal Church Outreach Fund
2013
Twin City Kiwanis Endowment
2013
Samaritan Ministries Endowment Fund
2001
Unitarian Universalist Fellowship Endowment
2002
Sandehill Recreation Fund
1986
United Way Caring Shares Endowment
1990
Sawtooth School for Visual Art Endowment
1996
United Way Joel A. Weston, Jr. Memorial Endowment 1988
Sawtooth School for Visual Art Scholarship Fund
1996
Forrest and Gene Vogler Arts Endowment
Second Harvest Food Bank of Northwest North Carolina Fund
1997
H. and E. Vogler Fund
1978
Voluntary Action Center Training Endowment Fund
1986
[54] FUNDS AND DONORS
the winston-salem foundation annual report
2000 2001
1969
1953
1999
Ina B. Watson Trust
2007
1986
2001
John and Pauline Hoots Waller Trust
Wilkes Playmakers Inc. Endowment
Orpha Marie Leonard Pope Fund
Golding H. Riddle St. Paul’s Episcopal Church Fund
2005
Wilkes Library Endowment
Julia Davis Pollard Memorial Fund
Golding H. Riddle Fund
Spencer and Nell Waggoner Charitable Fund– Designated
2008
A. Tab Williams, Jr. Fund for the Salvation Army of Winston-Salem
1996
A. Tab Williams, Jr. St. Paul’s Building Fund
2007
LuTelle Sherrill Williams Fund
1986
Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center
2001
Diana Dyer Wilson Organ Maintenance Fund
1993
Winston-Salem Civitan Fund
2009
Winston-Salem Delta Fine Arts, Inc. Endowment Fund 1995 Winston-Salem National Little League Endowment
2000
Winston-Salem Piedmont Triad Symphony Heritage Fund
1999
Winston-Salem Police Benefit Fund
1980
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
William F. and Jane Gilbert Womble Fund for Senior 2010 Services World Law Fund
1994
Bland and Ada Worley/Blue Ridge Parkway Foundation Trust
1999
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
Benjamin F. and Lanette E. Young Designated Fund Benefiting New Light Baptist Church in Honor of the Marian Willette Young Society
2014
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 to support students from a particular high school, church, or county, or for
those who attend a specific college or university.
NEW FUNDS (1/1/15–6/30/16)
PURPOSE
Christopher Richard Eagan Scholarship Fund Established as an advised fund in 2002 by John and Mary Eagan in memory of their son and converted to a scholarship in 2016 Annie L. Ellis Scholarship Fund Established by Avolene Badgett to provide scholarships to students graduating from West Stokes High School Alex Ewing Scholarship Fund Established by Alex Ewing to support scholarships for exceptional students at the University of North Carolina School of the Arts Susan and Charles Hauser Scholarship Fund Established by Susan and Charles Hauser to provide scholarships to students in Forsyth County Tommy L. and Patricia B. Hickman Scholarship Fund Established by Tommy Hickman to provide need-based scholarships for Forsyth County students
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
2004
Trina M. Batchelor Memorial Scholarship
2013
F. A. and Charlotte Blount Scholarship
2007
Sam L. Booke, Sr. Scholarship Fund
1989
Boyles-Eidson Scholarship Fund
2001
Jeanna Brown Memorial Scholarship Fund
1986
Tien Bui Memorial Scholarship
2007
Bryon Tyler Burdick Memorial Fund
1989
Wes Burton Memorial Scholarship
2005
Gwenn Steward Clements Scholarship
2009
James A. Gray High School Alumni Scholarship
2002
Azalee Clements Memorial Scholarship
2012
Josh Gray Memorial Scholarship
2010
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
Serena D. Dalton Scholarship Fund
1977
Joseph E. Davies Scholarship Fund
2002
Bunny and Bill Davis Highland Scholarship Fund
2000
Joyce and Jim Dickerson Scholarship Fund
2000
Digestive Health Specialists Scholarship
2010
Wade and Marcelene Duncan Scholarship Fund
2004
Billy Dwight Memorial Scholarship
2011
James M. and Mary P. Edwards Memorial Scholarship 2010 James L. Einstein College Scholarship Fund
2009
Forsyth County Nursing Scholarship Fund
1969
William Ragsdale Froelich Memorial Scholarship
2010
Joe E. Gaddy, Jr. and Margaret W. Gaddy Scholarship 1995
Carver High School Alumni Association Scholarship 2010
The Garden Club Council of Winston-Salem and Forsyth County Scholarship
2004
Mark Collier Caudill Scholarship
2011
Matthew Alan Gfeller Memorial Scholarship
2009
Ray S. Church Memorial Scholarship Fund
2006
Claire Tillson Gladding Scholarship
2010
A.F. Clement Trust for Scholarships
2011
Jimmy and Sara Glenn Scholarship
2014
Fred and Mozelle L. Hinshaw Scholarship Fund
1995
Hispanic League Scholarship
2013
Walter R. Hoag Scholarship Fund
1990
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
A. Ruth Hutchins Memorial Scholarship
2010
Elizabeth Loving James Memorial Scholarship
2007
John Russell Jarman Scholarship Fund
1996
Flora Royall Johnson Scholarship Fund
1996
Stella B. Johnson Scholarship Fund
1987
Tripp Joye Memorial Scholarship Fund
2009
Kapp-Weaver Scholarship Fund-Greensboro College 1997 Kapp-Weaver Scholarship Fund-R.J. Reynolds High School
1997
J. Lee Keiger, Jr. Family Fund
1999
Douglas Gray Kimel Scholarship Fund
2007
the winston-salem foundation annual report
FUNDS AND DONORS
[55]
Student Aid Funds, continued FUND
YEAR
Dean Prim Scholarship Fund
1989
2011
Robert G. Prongay Key Club Scholarship
2001
Lambeth Family Scholarship
2011
Patty Brendle Redway Fund
1996
Law Enforcement Benefit Fund
1993
Kate B. Reynolds Scholarship Fund
1979
Law Enforcement Family Scholarship Fund
1994
R.J. Reynolds High School Class of 1968 Memorial Scholarship Fund
1998
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
Joyce Kohfeldt Endowment for Crosby Scholars
Leinbach Chain-Breaker Scholarship Fund
1992
William H. Lester Memorial Scholarship
1990
Denver Lindley, Jr. Arts Scholarship Fund
2012
Johnny Lineberry Memorial Scholarship Fund
2008
L.D. and Elsie Long Memorial Scholarship Fund
1980
Love’s United Methodist Church 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
Mary Speer Martin Scholarship Trust R. Bruce Matthews Student Assistance Fund
Ray and Pearl Sams Scholarship Fund
1999
Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund
2008
1997
Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund
1997
2010
Bruce Shelton Scholarship Fund
1991
Mark James Mendenhall Memorial Scholarship Fund 2009
Thomas E. Shown, MD Scholarship Fund
2006
Julia Yokeley Miller Memorial Scholarship Fund
1983
Jonathan LaRon Skinner Memorial Scholarship
2010
N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund
2003
Shaun Edward Stewart Scholarship
2013
Gray W. Mock Family Scholarship
2005
Stultz Scholarship Fund
1982
Chester Arzell and Helen Miller Montgomery Scholarship Fund
2007
Summit School Opportunity Fund
2006
Albert Morgan, Jr. and Olivia E. Morgan Scholarship 2012 Harry C. Morgan Memorial Scholarship
2012
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 Student Aid Fund
2014
L. Gordon, Jr. and June D. Pfefferkorn Scholarship
2004
L. Gordon, Jr. and June D. Pfefferkorn Scholarship Fund for Forsyth Technical Community College
2004
Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund
2005
[56] FUNDS AND DONORS
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 Technical 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. Tab Williams, Jr. Scholarship Fund
2003
Elizabeth T. Williams Memorial Scholarship
1999
Edwin H. and Louise N. Williamson Endowed Scholarship
2007
Erica Wolfe Memorial Scholarship Fund
1998
Woodbine Big Dreams Scholarship
2011
Yadkin County Association of Educators (YCAE) Scholarship Fund
1985
Marcus Raper Zimmerman Scholarship Fund
1983
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 2015
COMPONENT FUND
YEAR
Lasater Student Loan Fund
1927 2008
Anonymous (1)
Guy J. Bridges, Jr. Educational Fund
2006
Rachel Tolson Law Memorial Scholarship Fund
Dr. Donna Boswell
Leo Caldwell Memorial Student Loan Fund
1923
Ricky Douglas Mitchell Scholarship Fund
2009
2002
Paul Holcomb Murphy Memorial Fund
1983
2004
Norfleet Memorial Fund
1976 1994
Mr. and Mrs. J. Carlton Deaton Ms. Marlene P. Flinchum
East Forsyth High School Alumni Scholarship Stanley Michael Elrod Scholarship Fund
Dr. and Mrs. Richard Janeway
Emergency Loan Fund
1937
Lucy Simmons Puryear Memorial Scholarship Fund
Ms. Daisy Rodriguez
John L. Gilmer Student Loan Fund
1947
W.N. Reynolds Student Loan Fund
1931
John Gold Memorial Fund
1976
Wood Richmond Memorial Fund
1960
Anna Hodgin Hanes Student Loan Fund
1926
M.D. Stockton Education Fund
1927
1997
N.D. Sullivan Charitable Trust
1971
Keith Jackson Memorial Fund
1976
George B. Whitaker Memorial Student Loan Fund
1927
Andrew Lane Memorial Scholarship
2006
Stanley D. Hartgrove Memorial Scholarship 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. The simplicity and efficiency of these funds make them attractive to donors for annual charitable giving purposes.
NEW FUNDS (1/1/15–6/30/16) Anonymous (1)
Goral Family Trust
David W. and Katherine A. Murray Fund
Steve and Terry Allen Fund
Grantham Family Fund
Novant Community Benefit Fund (Ally)
James L. Banning Fund
Andrew and Janet Hart Fund
Novant Community Benefit Fund (Barr)
Louise Bennett Charitable Fund
Laura W. Hearn Charitable Fund
Novant Community Benefit Fund (Neill)
Bert and Beth Bennett Family Fund
Jack and Carolyn Hite Charitable Fund
Ogburn Family Advised Fund
Ann Bennett-Phillips Charitable Fund
Angie and Chuck Hobbs Fund
Prince William Community Benefit Fund (Way)
Ivey and Candice Brown Family Fund
Butch and Julie Holland Charitable Fund
Project Impact Fund
Vardaman and Sherry Buckalew Family Fund
McHugh Family Non-Endowed Fund
Michelle and Alex Schenker Advised Fund
Patrick J. and Nancy C. Burns Fund
William B. Millis Family Advised Fund - General Charity Fund
Novant Community Benefit Fund (Schulte)
Byrne Family Fund
William B. Millis Family Advised Fund - High Point Fund
Jacqueline S. Shelton Family Fund
Greg and Laurin Colner Fund
Kay and Chip Morgan Donor Advised Fund
Stephen R. and Elizabeth L. Smith Fund
Dreyfuss Family Fund
Steven C. and Nancy H. Morgan Advised Fund
Stebbins Family Fund
James E. and Phyllis H. Dunning Fund
Moss Family Charitable Fund
Gary and Yvette Willard Fund
FUND
YEAR
Anonymous (7) Jean T. Adams Fund
2006
Tom Adams Fund
2014
David and Liz Albertson Fund
1998
Hannah Albertson Fund
2005
Elms and Harriet Allen Advised Fund
1995
All Life Matters Fund
2014
Gayle Anderson/Carey Hedgpeth Fund
2006
Mr. and Mrs. James N. Andrews Fund
2000
ARC Fund
2007
Marie and Guy Arcuri Family Fund
2004
Douglas D. Arnold and Lynn E. Calhoun Advised Fund 1993 Richard W. Averill Charitable Fund
2014
Charles S. and Beth D. Baldwin Advised Fund
1988
Pam and Bill Ball Advised Fund
2006
Charles D. Barham III and Ann Hiott Barham Charitable Fund
2014
R. Barrett Family Fund
2004
[58] FUNDS AND DONORS
Marshall B and Celestine P. Bass Non-Endowed Advised Fund
1998
Michael and Julie Baughan Fund
2007
Bill and Louise Bazemore Fund
2001
Edward S. and Barbara T. Beason Advised Fund
1996
Stewart and Tracey Beason Charitable Fund
2009
Ranlet S. and Frank M. Bell, Jr. Advised Fund
1985
Mr. and Mrs. Graham F. Bennett Advised Fund
1991
John and Jeanne Bennett Family Fund
2013
Marianne and Jim Bennett Fund
2014
Bentley Fund
2005
Deborah L. Best Advised Fund
1997
Mr. and Mrs. H. Lee Bettis Advised Fund
1992
Frank L. Blum Fund
1980
Wilba Parrish Brady Advised Fund
2012
Paul Breitbach Fund
1997
Mike and Wendy Brenner Charitable Fund
2008
James T. and Betty S. Brewer Fund
1998
Brookfield Fund
2002
the winston-salem foundation annual report
Grace and Jimmy Broughton Fund
2007
Bruce T. and Susan B. Brown Charitable Fund
2012
Bruce T. and Susan B. Brown Family Fund
2013
Henrietta Dibrell Brown Advised Fund
1986
Kenton and Amy Brown Fund
2007
Kirby C. Brown Fund
2000
Patty and Malcolm Brown Fund
2000
Rodney C. and Martha R. Brown Fund
2000
Josh Bush Charitable Fund
2013
Alan and Lisa Caldwell Family Trust
2014
Callahan Family Fund
2010
Angela and William Carr Advised Fund
2002
Susan Cobb Carson Advised Fund
2010
Carswell/Parsley Family Fund
2013
David and Deborah Cassels Fund
2000
Hobart and Adelaide W. Cawood Fund
1997
Chuck and Bobbie Chambers Advised Fund
2004
Dudley C. and Winborne S. Chandler Fund
2000
Non-Endowed Advised Funds, continued FUND
YEAR
Gerald and Ann Esch Donor Advised Fund
1998
Barbara F. Chatham Advised Fund
1980
Gerald and Lee Evans Family Fund
2012
Jerry and Brenda Cheek Charitable Fund
2003
Lisbeth C. Evans and James T. Lambie Advised Fund 1997
Lee Ann Wood Chrisco Charitable Fund
2014
Alexander C. Ewing Advised Fund
2012
Christopher Fund
2004
Ernest J. Fackelman and Cynthia J. Skaar Fund
2014
Nick and Kim Chrysson Advised Fund
1998
Faircloth Family Fund
Jeff T. and RenĂŠ F. Clark Advised Fund
2002
Falken Family Fund
Perry and Kelli Clark Charitable Fund
2010
Bobby and Betty Faulkner Fund
Gwenn S. and Michael L. Clements Advised Fund
2008
Donna and Michael Fina Advised Fund
D. Elwood Clinard Fund
1994
Kirtan Coan and Al Greene Advised Fund
2008
Sophia Cody Advised Fund Robert F. Coil Advised Fund David and Carole Collins Fund
1996
T. Vernon and Jennifer K. Foster Fund
2002
Tom and Jocelyn Connors Fund
2013
Sheila F. and John C. Fox Fund
2006
Barry and Dottie Cook Fund
1994
Alice Dibrell Freeman Family Fund
2001
Harry Corpening Fund
2004
Bo and Jenny Fulton Charitable Fund
2011
Charles A. and Sally P. Corpening Family Fund
2012
Nella P. Fulton Advised Fund
1985
Paul Fulton Non-Endowed Advised Fund
Cramer Family Fund
1980
Dr. Kenneth R. Gallup, Jr. Advised Fund
Craven Family Fund
2000
Caroline Gamble Charitable Fund
2000
Harold and Patricia Garner Donor Advised Fund
Mrs. Elizabeth W. Crockett Advised Fund
1984
Garrett-Glass Donor Advised Fund
O.K. Crouch Family Fund
1998
Susie and John Gates Charitable Fund
2012
Rick and Sara Crowder Charitable Fund
2007
Brenda and Scott Gerding Fund
2013
Bill and Betty Gray Davis Advised Fund
1983
Gfeller Family Fund
2008
Mr. and Mrs. Thomas H. Davis, Jr. Advised Fund
1999
Jim and Mary Alice Gibbs Advised Fund
1996
Deaton Family Advised Fund
2001
1992
Deem/Turner Charitable Fund
2012
John Munro and Flavel McMichael Godfrey Advised Fund
DeRamus Family Fund
2013
Patricia Ann Rudolph Dixson Advised Fund
2004
Kay and Dan Donahue Fund
1997
Mr. and Mrs. James W. Douglas Advised Fund
1996
Dale E. and Luci H. Driscoll Advised Fund
1992
Dr. Charles H. and Carolyn G. Duckett Fund
2012
Noel Lee Dunn Advised Fund
Dr. and Mrs. Robert J. Cowan Advised Fund
Jane and Penn Craver Advised Fund
Martha S. Hancock and James A. Hancock, Jr. Advised Fund
1980
Kelley and Drew Hancock Advised Fund
2011
Hands and Feet Fund
2002
Ann S. and F. Borden Hanes, Jr. Advised Fund
1987
2014
Jim Hanes Fund
1995
2006
Marcus Hanes Fund
2008
2012
R M Hanes Donor Advised Fund
1980
1995
S.W. Harjes Fund
2012
Gary G. and Diana B. Fleming Fund
2002
John and Anne Harrison Advised Fund
2005
Gary Flower Advised Fund
2010
Hash Advised Fund
1995
1980
Ragan and McDara P. Folan, III Charitable Fund
2013
2006
2009
Representative Dale and Synthia Folwell Family Fund 2007
Linda Adair Hatcher Memorial Fund for Eating Disorders Charles H. and Susan R. Hauser Advised Fund
1997
Dick and Karen Hedrick Advised Fund
1995
Jay and Jane Helvey Advised Fund
2007
Tommy L. and Patricia B. Hickman Family Fund
2011
2009
Doris and William Hohman Non-Endowed Advised Fund
1983
2009
Mr. and Mrs. William E. Hollan, Jr. Advised Fund
1980
1995
2007
2006
Homebuilders Association of Winston-Salem Charitable Fund
2006
Bob and Gwynn Hooks Fund
2005
2013
Hope For The Hopeless - Spencer Meyer Foundation 2011 Fund
Ted and Julia Ann Goins Advised Fund
2006
Tony and Vi Golding Fund
2004
Judy S. and William A. Goodson, III Advised Fund
1995
Thomas O. and Leesa L. Goodson Advised Fund
1995
Mark and Betsy Hoppe Family Fund
2010
H & R Hough Fund
2012
Eric N. Hoyle Advised Fund
2008
Frank and Margaret Hunter Fund
2009
I. L. Long Construction Co., Inc. Community Support 2013 Fund Mr. and Mrs. David A. Irvin Advised Fund
1980
Jim and Dianne Iseman Charitable Fund
2007
Susan Cameron (Ivey) Advised Fund
2007
Francis and Adele James Advised Fund
1988
Jarrahi Family Advised Fund
1996
JMJ Community Investment Fund
2012
1990
William A. and Georgia H. Goodson Fund/Saunders 2006 Advised
Peter and Karen Johnson Advised Fund
2012
David C. Eagan Fund
2011
Kathryn Hanes Snow Advised Fund
2000
Ann and Halbert Jones Charitable Fund
2001
Mary M. Eagan Fund
2010
C. Boyden Gray Advised Fund
1996
Christopher and Lucinda Kellam Jones Fund
1997
Bob and Gayle Edwards Advised Fund
2012
Hunter Gray Advised Fund
2004
Warren and Susan Leake Jones Charitable Fund
2014
Robert and Amy Egleston Advised Fund
2004
Jane Gray Fund
1997
David and Rachel Katzer Charitable Gift Fund
2004
Eisenberg Family Advised Fund
1994
Grosswald Family Charitable Fund
2012
Mr. and Mrs. William B. Kay, Jr. Advised Fund
1996
Jerry and Janet Enos Fund
2007
Alfa and Gerry Gunzenhauser Non-Endowed Advised 2001 Fund
Nancy T. and Richard J. Keshian Fund
1999
William A. and Georgia H. Goodson Fund/Goodson 2006 Advised
the winston-salem foundation annual report
FUNDS AND DONORS
[59]
Non-Endowed Advised Funds, continued FUND
YEAR
Charles W. Miller Fund
1999
Peter Perret Fund for Young Musicians
Cornelius Vanstory King Advised Fund
2005
Miller Family Advised Fund
2011
Clifford and Elizabeth Perry Advised Fund
1997
Kayce King Donor-Advised Fund
2014
Henry S. Miller Advised Fund
2005
Ford and Jeanene Perry Advised Fund
2005
Robert W. and Candy E. Kiser Charitable Fund
2003
Richard H. and Nola G. Miller Advised Fund
2011
Edith and Bill Knott Fund
1999
James H. Millis, Jr. Fund for High Point
2012
William H. Petree, Jr. and Katherine Weathers Petree 1999 Advised Fund
D. Joyce Kohfeldt Fund
2008
James H. Millis, Jr. Fund-Unrestricted
2012
Mist Island Foundation Fund
2009
Morris and Denise Moore Charitable Trust Fund
2014
J. Frank and Lynda K. Morris Advised Fund
1989
Mr. and Mrs. Horace Robinson Kornegay, Jr. Advised 2004 Fund Gilmour and Nancy Lake Advised Fund
2005
Robert E. and Martha C. Leak Charitable Fund
2013
Mary A. Leight Advised Fund
1989
Lillie’s Friends Foundation Fund
2008
Lindsay Family Fund
2012
Lineberger Family Fund
2011
Dr. A. Stanley and Mary Margaret Link Fund
1999
George and Susan Little Advised Fund
1991
Scott and Michelle Livengood Fund
2005
Matt and Emmie Long Fund
1996
Frank and Kay Lord Advised Fund
2006
David and Libby Lubin Fund
2000
Ludy Marie Fund
2012
Gail Lybrook and W. David Hobbs, Jr. Advised Fund
1996
Mark and Susan Maier Advised Fund
1996
Richard A. and Carrie Wall Malloy Advised Fund
1998
Deborah S. Marshall Non-Endowed Advised Fund
2001
Mr. and Mrs. James E. Martin Advised Fund
1995
Masich Family Fund
2011
Doug and Mary Anne Maynard Fund
2005
Drane and Bill McCall Advised Fund
1999
Thomas P. and Anne B. McDowell Fund
1997
Walter McDowell Advisory Fund
2009
Sarah Murphy McFarland Advised Fund
2002
Nancy Davis McGlothlin Fund
2010
Cathleen and Ray McKinney Fund
2004
John and Grace McKinnon Advised Fund
1990
J.P. McMichael, Jr. Advised Fund
1993
J. Frank and Laura Turnage McNair Advised Fund
1994
Thomas C. McNeil and Sandra B. McNeil Advised Fund
2007
William L. and Monica E. McSwain Advised Fund
2012
Judson J. and Alice C. Milam Fund
1999
Hof and Kathryn Milam Charitable Fund
2011
[60] FUNDS AND DONORS
Charles Mull Fund
2014
Dan and Bonnie Murphy Charity Fund
2009
Murphy-Smith Family Fund
2010
Walter V. and Martha W. Murray Advised Fund
2006
Leigh Thurston Myers Charitable Fund
2012
Mr. and Mrs. Lucian H. Neal Advised Fund
1996
J. & J. Neely Advised Fund
2005
David and Scottie Neill Advised Fund
1989
Dr. and Mrs. Lewis H. Nelson III Advised Fund
1991
Robert and Melanie Niblock Charitable Fund
2012
Fred and Lillian Nordenholz Fund
1996
Robert S. and Marianne D. Northington Advised Fund
2001
Novant Community Benefit Fund (Evans)
2009
Novant Community Benefit Fund (Gordon)
2009
Novant Community Benefit Fund (Ketner)
2009
Novant Community Benefit Fund (Lyles)
2012
Novant Community Benefit Fund (Murphy)
2012
Novant Community Benefit Fund (Phillips)
2014
Novant Community Benefit Fund (Plyler)
2012
Novant Community Benefit Fund (Stolz)
2009
Novant Community Benefit Fund (Stone)
2012
Novant Community Benefit Fund (Tillman)
2009
Novant Community Benefit Fund (Valentine)
2009
Novant Community Benefit Fund (Woodlief)
2009
Anita and Tom Ogburn, Jr. Fund
1999
Ben C. and Mildred W. Paden Advised Fund
1998
Mr. and Mrs. Craven B. Page Advised Fund
1985
Mary Beth and Bob Parker Fund
2000
Joe and Britt Parrish Fund
2002
John and Dominique Patrick Fund
2007
Lucie and Chuck Patton Fund
1998
Carol and Raymond Pearson Charitable Fund
2002
Abbie and FD Pepper, Jr. Fund
2014
the winston-salem foundation annual report
2009
L. Gordon and June D. Pfefferkorn, Jr. Fund
1993
Mr. and Mrs. Stephen F. Phelps Advised Fund
1996
David and Ingrid Pisetsky Advised Fund
2005
William Pitser Advised Fund
1995
Margaret Scales and Graydon Pleasants Advised Fund
2000
Nancy and Ed Pleasants Advised Fund
1990
Dr. Harold C. Pollard III Fund
1996
Dr. and Mrs. Eddie Pollock Advised Fund
1998
Jane and Joe Potter Fund
2010
Prince William Community Benefit Fund (Belden)
2011
Prince William Community Benefit Fund (Burriss)
2013
Prince William Community Benefit Fund (Danziger)
2012
Prince William Community Benefit Fund (Gary)
2011
Prince William Community Benefit Fund (Grzejka)
2012
Prince William Community Benefit Fund (Gutliph)
2011
Prince William Community Benefit Fund (Hollis)
2014
Prince William Community Benefit Fund (Hoover)
2011
Prince William Community Benefit Fund (Khot)
2013
Prince William Community Benefit Fund (Magalski)
2011
Prince William Community Benefit Fund (Parr)
2012
Prince William Community Benefit Fund (Wine)
2011
Nan and Tim Prout Charitable Fund
2010
PWB Healthy Lifestyle Fund
2012
Mrs. Elizabeth L. Quick Advised Fund
1988
George and Susan Ragland Fund
1985
Rainey Charitable Fund
2004
Ramona Fund
1999
Reaves Family Charitable Trust
2005
Burton and Frances Reifler Fund
2001
Dick and Sandy Respess Fund
1993
Reynolda Rotary Benevolence Fund
2004
Kate B. Reynolds Charitable Fund for Healthcare
2013
Kate B. Reynolds Charitable Fund for Poor and Needy 2014 Dr. Vade Rhoades Fund
1999
Lori and Pat Riazzi Fund
2001
Rickelton Fund
1999
Non-Endowed Advised Funds, continued FUND Roaring Gap Fund
YEAR 2010
Suzie and Dennis Ross Fund
2011
David F. and Martha Wilson Rowe Advised Fund
2008
Michael and Deborah Rubin Advised Fund
2000
Curtis Flynt Rudolph Advised Fund
2004
Carver and Betsy Rudolph Advised Fund
2004
Sanford Harrison Rudolph Advised Fund
2004
James M. and Lorre C. Ruffin Fund
2006
Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund 1981 Jill Runnion Fund
2004
Annie and Troy Sager Charitable Fund
2013
Mr. and Mrs. W.P. Sandridge, Jr. Advised Fund
1988
William Madison and Phoebe Barnhardt Satterwhite 2003 Fund Robert D. and Pamela B. Saunders Fund
2001
Thomas D. and Katherine E.M. Schroeder Fund
2004
Dale S. Seibert Fund
2014
Beverly Britton Rudolph Shaw Advised Fund
2004
Bill and Shirley Shaw Fund
2004
Joe B. and Virginia L. Simpson Advised Fund
2007
Singletary Family Charitable Fund
2014
Bucky and Debbie Sizemore Fund
2004
Mike and Beth Skorich Advised Fund
2008
Bruce W. and Sara C. Smith Advised Fund
2010
Kenny and Amy Smith Fund
2007
Brant and Kay Snavely Fund
2000
John and Nancy Southard Advised Fund
1997
Frederick P. and Gerrii S. Spach Fund
2012
Spaugh Family Fund
1999
Mary Jo W. and R. Arthur Spaugh Fund
1999
Nancy Spencer Advised Fund
2007
Hans W. and Elizabeth K. Wanders Advised Fund
1981
Stanley Family Success Fund
2012
Jack and Jean Ward Advised Fund
1993
W. Fletcher and Anna B. Steele Family Fund
2000
William G. Ward, MD Family Advised Fund
2005
Shaun Edward Stewart Fund
2011
Allison and Richard Watts Fund
2014
Stratford Rotary Fund for Kimberley Park
2014
Phil and Jean Waugh Family Trust
2001
Stratford Rotary Benevolence Fund
2003
Togo D. West, Jr. Advised Fund
2006
Rick and Kate Streng Advised Fund
1996
Harden and Janet Wheeler Fund
2007
Strother-Mayer Fund
2012
Louisa Whitaker Advised Fund
1996
Richard and Nancy Sullivan Fund
2001
William A. Whitaker Advised Fund
1998
John J. and Betty Pratt Sutton Advised Fund
2000
Nancy and Monty White Advised Fund
1981
Sutton Family Fund
2010
Scott and Lauren Wierman Advised Fund
1995
Jack and Cindy Sutton Fund
2010
Paul and Jan Wiles Charitable Gift Fund
2001
Virginia and Jim Sutton Advised Fund
2012
Cynthia Williams Advised Fund
2012
Nancy King Tanner Advised Fund
2005
John G. and Patricia G. Williard Fund
1998
Thomas Teague Fund
2009
Mr. and Mrs. Ben S. Willis, Jr. Advised Fund
1993
Team Jonah Fund
2014
Mr. and Mrs. H. Norton Willis Fund
2004
Louise Dibrell Theberge Family Fund
2001
Robert M. Willis Fund
2004
John B.R. and Olive S. Thomas Fund
1996
Wilson Family Fund
2012
Charles Tinsley Fund
2012
Mr. and Mrs. J. D. Wilson, Jr. Advised Fund
1996
F. Nelson Tomlinson Advised Fund
1994
W.T. Wilson Advised Fund
1999
Mr. and Mrs. Douglas Sean Toole Fund
2013
Winters Advised Fund
2007
Dr. and Mrs. James F. Toole Advised Fund
2000
Winston-Salem Rotary Benevolent Fund
2003
Triantos Fund
2006
Womble Carlyle Fund
2012
Truliant Federal Credit Union Fund
2013
Calder and Martha Womble Advised Fund
1986
Alex and Elliott Turner Advised Fund
2011
Erna and Bill Womble, Jr. Advised Fund
1996
David C. and Mary F. Twine Charitable Fund
2013
Ralph Womble and Ashley Edwards Advised Fund
1988
Stuart F. and Frances McD. Vaughn Advised Fund
2007
William F. Womble Advised Fund
1980
Peter and Carol Vrooman Advised Fund
1995
wurks Charitable Fund
2011
Susan B. Wall Advised Fund
2009
Mr. and Mrs. Scott K. Young Charitable Fund
2009
Lee Wallace Fund
2010
Carol Ziel and Donald Kautz Fund
2013
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 groups and emerging organizations, and for individual memorial funds.
Boston-Thurmond Initiative Fund
Community Fund for Health
William C. Little Society Fund
Joshua Carson Memorial Fund
Community Fund for Human Services
Peer Project Fund
Community Leadership Fund
COAD Disaster Relief Fund
NC Books to the Rescue Fund
Community Fund for Arts and Culture
Creative Corridors Coalition Fund
Winston-Salem Community Development Collaborative Fund
Community Fund for Community and Economic Development
History United North Carolina Fund
Winston-Salem/Forsyth County Sports Medicine Fund
Community Fund for Environment
[62] FUNDS AND DONORS
Lu Leake Memorial Fund Michelle Lakey Liddle Memorial Scholarship Fund
the winston-salem foundation annual report
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 lifetime income to designated individuals with the remainder interest of the trust ultimately going to charity.
CHARITABLE TRUSTS NEW TRUSTS IN 2015 Ann Blanton Breese 2015 Charitable Remainder Unitrust
William G. and Ava O. Koronis Charitable Unitrust
Jean Abell Glass 2015 Charitable Remainder Annuity Trust
Mary Annette Leight 2002 Charitable Unitrust
Mary Annette Leight 2015 Charitable Unitrust
Douglas Lewis Family Charitable Remainder Trust
Lineback Family 2015 Charitable Remainder Unitrust
Curtis and Sara Long Charitable Remainder Unitrust
Betty and Robert Stevenson 2015 Charitable Remainder Unitrust
Sara S. and Curtis E. Long 2005 Charitable Remainder Unitrust William and Drane Vaughn McCall Irrevocable Living Unitrust
Elms and Harriet Allen Unitrust
Nancy Davis McGlothlin Charitable Remainder Unitrust
Stephen G. Anderson Irrevocable Living Unitrust
John B. and Grace D. McKinnon Irrevocable Living Unitrust
James L. Barnhardt Charitable Remainder Trust
Margaret W. Parker Charitable Lead Unitrust
Edward S. and Barbara T. Beason Unitrust
Phillips Family 2014 Charitable Remainder 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
Nancy H. Southard Irrevocable Living Unitrust
Eugenie Waddell Carr 2013 CRUT
Nancy S. Spencer Charitable Remainder Trust
Harry O. Corpening Charitable Remainder Unitrust
Carol B. and Donald W. Stafford 2007 Charitable Remainder Unitrust
Athalene Couch 2007 Charitable Remainder Unitrust
Edward E. Stivers Charitable Annuity Trust
Joyce H. and James P. Dickerson Charitable Remainder Trust
Ludy M. Strother Charitable Lead Annuity Trust
Frank E. and Mary B. Driscoll Charitable Remainder Trust
John J. Sutton, Jr. and Betty P. Sutton Charitable Remainder Unitrust
Donald F. Folger Charitable Remainder Unitrust
David H. Tate Irrevocable Living Unitrust
Kathryn W. Garner Irrevocable Living Unitrust
Virginia Burris Trivette 2012 Charitable Remainder Unitrust
Jean Abell Glass 2013 Charitable Remainder Annuity Trust
Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust
Jean Abell Glass 2014 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
Judith O. Hopkins 2014 Charitable Remainder Unitrust
Mathilda G. Wolfe Charitable Remainder Unitrust
Lucy Kaplan Irrevocable Living Unitrust
W.F. Womble Irrevocable Living Unitrust
William A. and Edith T. Knott Irrevocable Living Unitrust
H.C. Woodall, Jr. Family Charitable Remainder Trust
the winston-salem foundation annual report
FUNDS AND DONORS
[63]
BOOK OF MEMORY
T
HE BOOK OF MEMORY WAS ESTABLISHED in 1946 to preserve 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 9,200 names.
THE FOLLOWING NAMES WERE ENTERED INTO THE BOOK OF MEMORY IN 2015: Clyde Dean Aldridge
Douglas Dillard
Glenn Ireland II
Ashlyn Newell Pattison
Thomas Spruill Thornton
Linda Catherine Arnold
Arthur Leonard Simpson Dunphy
Violet Grace Jenkins
Helen Sams Peterson
Thatcher L. Townsend, Jr.
Margaret Sparger Austell
Carol Ernst
Linda Jennings
James Pope
Marion Vernell Farmer Tucker
Margaret Mary Regan Bach
Sheila Cobb Ewing
Irene Elizabeth Johnson
Donald “Don” H. Poplin
Jo Anna Durham Tudor
Carmen Z. Barrera
Vernon H. Farney
Marvin Wilson Johnson
Margaret Eaton Pruett
Arlis E. Vernon
Joyce Chance Bedingfield
Dr. Samuel “Sammy” Rankin Fisher
Linda Louise Kirby
W. Trent Ragland, Jr.
David H. Wagner, Jr. Esquire
Susan Fox Beischer
Gale Crews Flory
Richard D. “Dick” Ramsey
Nicholas Brandon Ward
Margaret Edith Abbott Berga
Annabelle Fong
Virginia “Jenny” Pleasants Kokenes
E. Kemp Reece, Jr.
Bernice R. Washington
Richard G. Bernish
Thomas P. Gilsenan
Daniel Albert “Buster” Rhame, Sr.
Frankie Watson
Martha Jane Black
I. Bryce Gordon
Juanita Sacray Weisner
Myers Bodenheimer
Mary Elizabeth Cummings Goslen
Julia Elizabeth Holthouser Richards
Herman Bryson
Hundley Rankin Gover
Hugh Chatham Butler
Carol “Joan” Gray
Martha Ann Burnet Carlisle
Peyton Randolph Gray
Charles “Slim” A. Carriker
Aaron Edelson Hantgan
Joshua Alexander Carson
Thomas Worth Hardin, Jr.
Donald Lamar Carter
William Lloyd Head
Donald M. Coley
Betty Jean Jones Holmes
Fielding Combs, Jr.
Jean Knott Hooks
Van J. Crotts
Wava Godwin Howard
Theresa Jane Rossi Dalton
Emma Brown Hubbard
Horace C. Danforth
Gordon Bruce Hughes
Margaret “Marge” K. Dawkins
Frederick S. “Fred” Hutchins, Jr.
[64] FUNDS AND DONORS
Thomas Jeffrey Koontz, Jr. Garland H. Ladd Lula Mae Leake Madelyn Elizabeth Lee Patsy Buzhardt Leinbach Gerald Eugene “Gene” Leonard Michelle Lakey Liddle Matt Ransom Long, Jr. Danny Lotz Mary Tacy Allen Mann Johnson Alvestus McBride Anna Tucker McGinnis Stanley Kirk Miller Kevin Oldland Eleanor Parsons Panetti
the winston-salem foundation annual report
Evelyn Hanes Moore Horton Rickert Annemarie Elion Robins Edward Norwood Robinson Marion Harrison Russell Chris Singer Jack Linville Smith William Dodson Smith Bob Stevenson Henry Brown Stokes Bennie Stedman Swain Lamar Marie Swain Taft
George Patteson “Jack” Williams Mary Basher Williams Dr. Samuel Clay Williams, Jr. Dan Scott Williamson Irene M. Willard Rosa Tribble Wilson Doris “Dottie” Lawson Wise Jane Witherington Kenneth Lamar Wommack Mary Jean Hopper Wommack Thomas Yancey Wooten
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, 2015. 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 (17)
Mr. Marshall B Bass
Mr. and Mrs. Richard A. Brenner
Mr. M. Campbell Cawood
Mr. and Dr. Jerry P. Davis
Ms. Katherine Acton and Mr. Gerald Smith
Mr. Stephen P. Batchelor
Mr. and Mrs. Paul Briggs
Mr. and Mrs. Charles W. Chambers
John and Terrie Davis
Dr. and Mrs. Edward S. Beason
Mr. and Mrs. Douglas E. Broadway
Mr. and Mrs. Richard N. Davis
Mrs. Barbara C. Beattie
Mr. and Mrs. Royall R. Brown, Jr.
Mr. and Mrs. Christopher J. Chapman
Mr. and Mrs. Frank M. Bell, Jr.
Dr. Helen H. Bryngelson
Bert Bennett Family
Mr. John D. Budd
Sami Ousley Bills
Mr. and Mrs. Joseph R. Budd
Mr. and Mrs. R. Gordon Bingham
Mr. and Mrs. Richard P. Budd
Mr. and Mrs. William C. Blackburn
Mr. Hoan Bui and Ms. Ngoc Nguyen
Sally and David Blanco
Mr. and Mrs. Bill Buitendorp
Dr. Frederick A. Blount
Mr. and Mrs. Charles Norman Bunce
Mr. and Mrs. J. Hal Bolin
Dr. Patricia P. Bundy
Mr. and Mrs. Henry M. Booke
Mr. and Mrs. John W. Burress III
Claude and Judy Booker
Mr. and Mrs. K. Blaine Burton, Jr.
Mr. and Mrs. Julian R. Bossong
Mrs. David B. Butler
Mr. and Mrs. Glenn C. Boswell, Jr.
Ms. Jane Calloway
Dr. and Mrs. Edwyn T. Bowen, Jr.
Ms. Susan M. Cameron
Dr. Emma Jean Z. Bowman
Dr. and Mrs. W. Douglas Cardwell
Ms. Sandra C. Boyette
Dr. and Mrs. Kenneth Carlson
Mr. and Mrs. Grady E. Boyles, Jr.
Mrs. Anne Maddrey Carpenter
Dr. Allison Brashear
Mr. Coy C. Carpenter, Jr.
Dr. Sherrill Braswell
Mrs. William H. Carr
Ms. Susan F. Braswell
Ms. Genie Carr
Ms. Ann Blanton Breese
Ms. Genie Carter
Mr. and Mrs. J. Paul Breitbach
Mr. and Mrs. Henry M. Carter, Jr.
Ann L. Brenner
Peggy Carter
Ms. Frances Brenner
Mr. and Mrs. Mark C. Caudill
Mike and Wendy Brenner
Mr. and Mrs. C. Ray Caudle
Mr. and Mrs. Ray Mitchell Agnew, Jr. Mrs. Sylvia F. Alderson Dr. Donna D. Alexander Dr. and Mrs. Elms L. Allen Dr. Laura Hall Allen Ms. Gayle N. Anderson Dr. and Mrs. Stephen G. Anderson Mr. and Mrs. John Appel 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. and Mrs. Dan W. Austell, Jr. Ms. Lisa L. Austin Mr. and Mrs. Bruce M. Babcock Mrs. Avolene Badgett 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 Mrs. Hilda S. Barry
Mrs. Norma Charles-Sink Mrs. Barbara F. Chatham Mr. Gerald L. Chrisco Mrs. Hessie Church Mr. and Mrs. Robert C. Clark Mr. George M. Cleland III Mr. and Mrs. Michael L. Clements Mr. D. Elwood Clinard, Jr. Mrs. Brenda K. Cline Mr. and Mrs. John Wayne Clodfelter Mr. and Mrs. Mark Conger Ms. Michelle M. Cook Mr. and Mrs. A. Robert Cordell, Jr. Mr. and Mrs. Harry Corpening Mr. and Mrs. David L. Cotterill Mrs. Donna H. Craige Mr. and Mrs. J. Scott Cramer
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 Mrs. James P. Dickerson Mrs. Mary Anne Dickson Mr. and Mrs. James H. Diggs Mr. and Mrs. Daniel W. Donahue Mr. and Mrs. Bruce Downing Ms. Grace Draman Mr. and Mrs. Dale E. Driscoll Mr. Frank E. Driscoll Dr. and Mrs. Charles H. Duckett Dr. and Ms. Joseph B. Dudley Ms. Nancy Dunn
Matthew Cullinan and Anna Reilly
Mr. Noel Lee Dunn and Ms. Mia Celano
Mr. and Mrs. Chris Cutler
Ms. Mignon Durham
Mr. and Mrs. Robert L. Dalton, Jr.
Mrs. John T. Eagan, Jr.
Ms. Jacqueline R. Daniels
Mr. Fred G. Eidson
Mr. Jason Davies and Mrs. Julia Frost-Davies
Mr. and Mrs. James L. Einstein
Mr. G. Franklin Davis
Mr. and Mrs. Barry Eisenberg Mrs. Margie Eller
the winston-salem foundation annual report
FUNDS AND DONORS
[65]
Legacy Society Members, continued Mr. and Mrs. Gerald A. Enos, Jr.
Dr. and Mrs. Paul P. Gwyn
Mr. and Mrs. Allie Hutchison
Mr. and Mrs. Stanley Lineberry
Mr. Chester A. Montgomery
Mr. and Mrs. Charles A. Essic, Jr.
Ms. Marcia A. Hagerty
Mr. and Mrs. David A. Irvin
Mr. and Mrs. James E. Lippard
Mr. Alexander C. Ewing
Mrs. William N. Hailey
Dr. and Mrs. Nathaniel Irvin II
Ms. Adrienne Amos Livengood
William G. and Mary M. Montgomery
Dr. and Mrs. John C. Faris
Kelley and Drew Hancock
Dr. and Mrs. Francis M. James III
Dr. and Mrs. Dan S. Locklair
Ms. Heather Fearnbach
Mr. James A. Hancock, Jr.
Mr. Joseph P. Logan
Ms. Marlene P. Flinchum
Mr. and Mrs. Richard D. Hancock
Ms. Mary Jamis and Ms. Starr Johnson
Mr. and Mrs. Victor I. Flow, Jr.
Mrs. Charlotte M. Hanes
Mr. Gary Flower
Mr. and Mrs. F. Borden Hanes, Jr.
Mr. and Mrs. Donald F. Folger
Ms. Jane Craig Hanes
Dr. and Mrs. Robert V. Ford, Jr.
Ms. Susan F. Harris
Mrs. Andrea P. Fox
Mr. and Mrs. John Harrison
Ms. Deborah T. Fox
Mr. and Mrs. Paul D. Harrison
Mr. and Mrs. John C. Fox
Ms. Virginia S. Hart
Mr. and Mrs. Woody Fox
Mr. and Mrs. Dennis G. Hatchell
Dr. and Mrs. Larry W. Freeman
Mr. and Mrs. Sam Hauser
Mr. David W. Fuller
Mr. and Mrs. Steve J. Hawkins
Mr. Paul Fulton, Jr.
Mr. Peter E. Hawley
Mrs. James A. Fyock
Ms. Molly Millis Hedgecock
Dr. and Mrs. Joe E. Gaddy, Jr.
Mr. and Mrs. Fred W. Hege
Mr. John K. Gallaher
Dr. Eugene R. Heise
Dr. and Mrs. Kenneth R. Gallup, Jr.
Mr. Charles R. Hemrick
Ms. Kathryn W. Garner
Ms. Frances S. Hendrix
Mr. Harold R. Garrison
Mr. L. Stephen Hendrix and Mrs. Ann S. Hendrix
Mr. James E. Gay III John and Jane Gehring Mr. and Mrs. Scott Gerding Mr. and Mrs. Robert J. Gfeller, Jr. 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
[66] FUNDS AND DONORS
Dr. and Mrs. Richard Janeway Mr. Ian Jankelowitz Mr. and Mrs. Harry Jarman Mr. and Mrs. W. T. Jenkins, Sr. Mrs. Florinda C. Johnson Ms. Joia M. 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
Nick Hennessee
Mr. and Mrs. Philip G. Kinken, Jr.
Mr. and Mrs. Leonard Herring
Mr. M. Carlyle Kinlaw, Jr.
Mr. and Mrs. Michael C. Hetrick
Mr. and Mrs. William A. Knott
Ms. Emily Millis Hiatt
Ms. Joyce Kohfeldt
Mr. Hardin P. Higgins
Dr. and Mrs. L. Andrew Koman
Mrs. Harrell B. Hill
Dr. and Mrs. Thomas J. Koontz
Mr. and Mrs. J. Glenn Hilton
Bill and Ava Koronis
Mrs. Alice Hinman
Mr. and Mrs. Arnold N. Lakey
Ms. Margaret Ann Hofler
Ms. Janet Cord Lambert
Doris Hohman
Mr. and Mrs. Donny C. Lambeth
Mrs. Barbara Wall Holcomb
Mr. James Lambie and Ms. Lisbeth Evans
Mr. and Mrs. Robert A. Hoover 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. B. Thomas Lawson, Jr. The Honorable Molly Leight Mr. and Mrs. Douglas R. Lewis Nancy C. Lide Mr. and Mrs. Joel C. Lineback Mr. and Mrs. Joe Lineberry
the winston-salem foundation annual report
Mr. and Mrs. Ernest V. Logemann Mrs. Curtis E. Long Mr. and Mrs. William Longyard Mr. and Mrs. Frank K. Lord III Mrs. Carolin Lowy Annette P. Lynch Ms. Patti Ann Lynch Mr. and Mrs. E. Erwin Maddrey II Mr. and Mrs. Parker Maddrey Mr. and Mrs. John Mann Ms. Debbie Marshall Mr. and Mrs. James E. Martin Mr. David P. Masich Dr. and Mrs. K. Frank McCain Dr. William McCall, Jr. Dr. Bruce R. McCune Mrs. Nancy D. McGlothlin Dr. Timothy W. McGowen Dr. W. Frederick McGuirt Ray and Cathleen McKinney Mr. and Mrs. John B. McKinnon Ms. Sally R. McLeod Mr. and Mrs. J. Frank McNair IV Mr. and Mrs. William L. McSwain Dr. and Mrs. William E. Means 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 Mrs. Elizabeth B. Monroe
Mr. and Mrs. Timothy R. Moore Mr. and Mrs. David R. Morgan Ms. Olivia E. Morgan Mr. and Mrs. Steven C. Morgan Mr. and Mrs. Daniel N. Moury Mr. and Mrs. Marty Myers David L. Neal and Jennifer Weaver Mr. and Mrs. David B. Neal Mr. and Mrs. Lucian H. Neal The Honorable Stephen L. Neal Mr. and Mrs. T. David Neill Mr. and Mrs. Fred W. Nordenholz Mr. and Mrs. Christoph Nostitz Mr. Chester T. Nuttall, Jr. Dr. and Mrs. David Reese O’Brien, Jr. Ms. Sylvia Oberle Mr. and Mrs. Sam C. Ogburn, Sr. Mr. and Mrs. Kevin W. Oliver Mr. and Mrs. L. Glenn Orr, Jr. Mr. and Mrs. Willis H. Overby Ms. Barbara M. Page Mr. and Mrs. Craven B. Page Mr. John V. Pappas Mrs. Dwight E. Pardue Dr. and Mrs. John S. Parks Mr. Christopher A. Parr Rev. and Mrs. Nathan E. Parrish Dr. and Mrs. Eugene H. Paschold Dr. John Patrick and Dr. Dominique Patrick 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. Tony W. Petree Mr. and Mrs. William H. Petree, Jr. Mr. L. Gordon Pfefferkorn, Jr. Mr. and Mrs. Ross D. Pfeiffer
Legacy Society Members, continued Mr. and Mrs. Stephen F. Phelps
Mr. and Mrs. Tom Rucker
Ms. Betsy Spencer
Mr. and Mrs. David C. Twine
Mr. B.J. Willingham
Dr. and Mrs. Wesley F. Phillips
Mr. and Mrs. C. Guy Rudisill III
Ms. Georgia Sprinkle
Mr. and Mrs. Harry B. Underwood II
Mr. and Mrs. John W. Willingham
Mr. Emerson Walter Pitts, Jr.
Ms. Avon Ruffin
Dr. Susan K. Stephens
Ms. Margaret M. Urquhart
Mrs. Francis F. Willingham
Ms. Ruth F. Pitts
Mr. Dalton D. Ruffin
Mrs. Robert H. Stevenson
Mr. Robert W. Van Camp
Mr. and Mrs. J. D. Wilson, Jr.
Mr. and Mrs. C. Edward Pleasants
Mrs. H. J. Runnion, Jr.
Mr. John E. Stewart
Mrs. Deborah H. Vaughan
Mr. R. M. Wilson
Mr. Graydon Pleasants and Ms. Margaret Scales
Ms. Karen Sanders
Edward Eugene and Jean Jennings Stivers
Tricia Vaughn
Mr. William T. Wilson III
Bob and Carolyn Vaughn
Ms. Betty S. Winslow
Dr. and Mrs. Ramon Velez
Mr. and Mrs. Steve Wohlford
Mr. and Mrs. Michael B. Wall
Mr. and Mrs. Harry H. Wolfe
Ms. Susan B. Wall
Dr. and Mrs. John R. Wolfe
Mr. and Mrs. Hans Wanders
Rochelle Wolfe
Mr. and Mrs. Galen Ward
Mrs. Calder W. Womble
Mr. and Mrs. John F. Ward
Mr. Ralph Womble and Ms. Ashley Edwards
Mrs. Richard E. Pope
Dr. and Mrs. William M. Satterwhite, Jr.
Frances and Steve Porter
Dr. and Mrs. Daniel G. Sayers
Mr. and Mrs. Thomas J. Stopyra
Mr. Billy D. Prim
Michelle and Alex Schenker
Mrs. Janice K. Story
Mr. J. Timothy Prout
Mr. and Mrs. Andrew J. Schindler
Mr. Grady R. Pulliam III
Dr. and Mrs. Robert P. Schwartz
Mr. James B. Stuart and Ms. Charlyn Logan-Stuart
Mr. and Mrs. Clifford Alan Purcell
Mr. Rick Seamon
Mrs. Elizabeth L. Quick
Ms. Rebecca Ann Sebastian
Mr. and Mrs. H. Chris Ramm
Mr. Dale S. Seibert
Dr. Dariel L. Rathmell
Ms. Marion H. Sekerak
Mr. and Mrs. Edward Lee Raymer
Mr. and Mrs. John Sherrill
Mr. James K. Reaves, Jr.
Mrs. Robert D. Shore, Jr.
Mr. and Mrs. Harry L. Reavis
Dr. Thomas E. Shown
Mrs. Mary Helen Reece
Ms. Faye W. Simmons
Mr. and Mrs. John Reilly
Mr. and Mrs. Paul Sinal
Ms. Anna Reilly
Ms. Cynthia Skaar
Mr. and Mrs. Jon R. Reynolds
Mr. Willis Slane and Dr. Caroline Chiles
Mr. and Mrs. Patrick Riazzi Dr. and Mrs. David G. Rice 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. 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. Ann Lewallen Spencer Mr. and Mrs. James Y. Spencer
Mr. Richard Stockton
Mr. and Mrs. Richard L. Sullivan Mrs. John J. Sutton, Jr.
Ms. Shirley S. Ward
Dr. Charles V. Taft
Mr. Joseph Washington
Dr. and Mrs. David H. Tate
Mr. and Mrs. William R. Watson
Mr. and Mrs. John A. Taylor
Mr. and Mrs. Philip R. S. Waugh, Jr.
Mrs. Margaret Taylor
Mr. and Mrs. Arthur G. Weber
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. Charles D. Tomlinson 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 Claire and Randall Tuttle
Dr. Glenda Weber and Mr. Wayne Weber
Mr. and Mrs. William F. Womble Mr. H. C. Woodall, Jr. Dr. and Mrs. Richard C. Worf Mrs. Hal G. Worley Bryan D. Yates Ms. JoAnn Yates
Mr. Dennis H. Webster
Ms. Megan McSwain Yeatts
Mr. and Mrs. Edwin L. Welch, Jr.
Mr. and Mrs. Karl F. Yena
Mr. and Mrs. Joe Wheliss
Dr. and Mrs. James D. Yopp, Jr.
Mr. and Mrs. Joseph Wiegel
Dr. and Mrs. Benjamin F. Young
Mr. and Mrs. Scott F. Wierman
Mr. and Mrs. Charles Jeffrey Young
Mr. and Mrs. Paul M. Wiles
Ms. Mildred D. Young
Mr. and Mrs. Joseph Wilhem
Mrs. Ursula Young
Mr. and Mrs. A. Tab Williams, Jr.
Mr. and Mrs. Yasser Youssef
Mr. and Mrs. Arthur T. Williams III Ms. Cynthia A. Williams Mr. Stephen T. Williams
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 2015 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 2015 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
Estate of William W. Avera
Mr. Vergil H. Gough
Mr. and Mrs. John L. W. Garrou
Mr. and Mrs. Frank M. Bell, Jr.
George Franklin Davis CLAT
Estate of Frank B. Hanes, Sr.
The Senah C. & C.A. Kent Foundation
Mr. and Mrs. Richard N. Davis
Estate of Elaine D. Dowdell
Margaret V. Hill Mr. L. Gordon Pfefferkorn, Jr.
Margaret W. Parker Charitable Lead Unitrust
Mr. and Mrs. J. Kirk Glenn, Jr.
Elizabeth T. Edmondson Irrevocable Living Annuity Trust
A. Tab Williams Charitable Lead Annuity Trust
J.P. Rider Charitable Remainder Trust
Mr. Charles R. Hemrick and Norma Charles-Sink
Mr. Clay V. Ring, Jr.
Abbie and Francis Pepper, Jr.
Pauline and Norwood Robinson Fund
Mr. and Mrs. C. Edward Pleasants Mr. and Mrs. John A. Taylor
ADVOCATES – $1,000–$4,999 Anonymous (3)
Mr. and Mrs. F. Hudnall Christopher, Jr.
James E. Holmes, Jr. and Betty J. Holmes Fund
Mr. George M. Cleland III
Dr. and Mrs. Francis M. James III
Dr. and Mrs. David H. Allen
Mr. and Mrs. George M. Cleland IV
Mr. and Mrs. William B. Kay, Jr.
Dr. and Mrs. Elms L. Allen
Mr. and Mrs. David L. Cotterill
Mr. and Mrs. Stanhope A. Kelly
Mr. and Mrs. John Appel
Mr. and Mrs. Dale E. Driscoll
Mr. and Mrs. J. Gilmour Lake
Dr. and Mrs. Guy Arcuri
Mr. and Mrs. Frank E. Driscoll
The Honorable Molly Leight
Mrs. Robert F. Armfield
Estate of Alice Conrad Williams
Mr. and Mrs. Bruce M. Babcock
Mr. Paul Fulton, Jr.
Mr. and Mrs. W. Randolph Loftis, Jr.
Mr. and Mrs. Henry M. Booke
Mr. and Mrs. Scott Gerding
Dr. and Mrs. Malcolm Brown
Mr. and Mrs. Thomas O. Goodson
Mr. and Mrs. John W. Burress III
Ms. Judith B. Halverson
Dr. and Mrs. Kenneth Carlson
Mr. and Mrs. F. Borden Hanes, Jr.
Mr. and Mrs. Henry M. Carter, Jr.
Mr. and Mrs. Charles H. Hauser
Mr. M. Campbell Cawood
Mr. and Mrs. Tommy L. Hickman
Dr. David Albertson and Dr. Liz Albertson
Ludy M. Strother Charitable Lead Annuity Trust Ms. Davida W. Martin
Mr. and Mrs. T. David Neill
Kate and Rick Streng
Dr. and Mrs. Thomas O’Neill
The Strickland Family Foundation
Mr. and Mrs. Clifford W. Perry, Jr.
The Mortimer and Barbara Klaus Family Foundation
Mr. and Mrs. Stephen F. Phelps Mr. Graydon Pleasants and Ms. Margaret Scales Robert C. and Catherine C. Huber Advised Fund Mr. and Mrs. Ed Robins Mr. and Mrs. Richard O. Rogers III Mr. Dale S. Seibert
Mr. and Mrs. John B. McKinnon
Mr. Willis Slane and Dr. Caroline Chiles
Mercedes-Benz of Winston-Salem
Mr. and Mrs. G. Dee Smith
Mr. and Mrs. Lucian H. Neal
Ms. Nancy S. Spencer
Mr. and Mrs. Michael A. Trawick Claire and Randall S. Tuttle Mr. and Mrs. John C. Whitaker, Jr. Mr. and Mrs. Paul M. Wiles Mr. and Mrs. John W. Willingham Mr. and Mrs. H. Vernon Winters Mrs. Calder W. Womble Mr. and Mrs. William F. Womble Erna and Bill Womble, Jr.
*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. Alfred G. Adams
Mr. and Mrs. Ralph D’Agostino
Mr. and Mrs. John Harrison
Ms. Debbie Marshall
Dr. and Mrs. James F. Toole
Mr. and Mrs. William P. Baldridge
Dr. and Mrs. James P. Dickerson
Mr. and Mrs. Dennis G. Hatchell
Mr. and Mrs. James E. Martin
Mr. and Mrs. Hans Wanders
Dr. and Mrs. Edward S. Beason
Dr. and Mrs. Joseph B. Dudley
Mr. and Mrs. Richard D. Hensel
Mr. and Mrs. Scott F. Wierman
Mr. William G. Benton
Mr. James E. Gay III
Mr. and Mrs. Gordon W. Jenkins
Mr. and Mrs. Thomas Ray McKinney
Mr. and Mrs. R. Gordon Bingham
Mr. and Mrs. J. F. Goins III
Mr. and Mrs. George C. Lautemann
Mr. and Mrs. Richard A. Brenner
Mrs. Bryce Gordon
Mr. and Mrs. Jeffrey Lawyer
Mr. and Mrs. Marcus B. Crotts
Kelley and Drew Hancock
Mr. and Mrs. Frank K. Lord III
Ms. Sara Pesek Robert G. Auchincloss Fund Mr. W. David Shannon
Ms. Cynthia A. Williams Mr. and Mrs. William T. Wilson III Winston-Salem Chamber of Commerce Mr. John G. Wolfe III
PHILANTHROPISTS – UP TO $500 Dr. Jon Abramson and Dr. Cynthia Lees Mr. and Mrs. Miller Allen Anonymous (4) Mr. and Ms. James W. Armentrout Dr. and Mrs. Philip R. Aronson Mrs. Edward C. Austell Mr. and Mrs. Charles S. Baldwin III Ms. Amy P. Barnhardt Mr. Bobby Bennett Dr. Anne M. Boyle Ms. Rebecca F. Brown Ms. Barbara I. Bunch Ms. Peggy Carter Ms. Pat S. Clark Mr. and Mrs. Terry A. Clark Mr. and Mrs. Ronald J. Clein Mr. D. Elwood Clinard, Jr. Mr. and Mrs. C. Thomas Cole Mr. Gregory Cox Ms. Elizabeth W. Crockett Ms. LaRue P. Cunningham Mr. and Mrs. Robert L. Dalton, Jr. Mr. and Mrs. Jon M. Daly Mr. and Mrs. J. Wesley Davis Mr. and Mrs. John W. Davis III
Bill and Betty Gray Davis
Mr. and Mrs. Greg Hoover
Mr. and Mrs. Ed McKee
Mr. and Mrs. William W. Shaw
Ms. Rebecca M. Deaton
Drs. Judith and Marbry Hopkins
Mr. and Mrs. Grover C. McNair, Jr.
Mr. and Mrs. J. Todd Slate
Mr. and Mrs. James W. Douglas
Ms. Anne S. Howell
Mr. and Mrs. J. Frank McNair IV
Amy K. Smith and Kenny Smith
Ms. Ky-sha Duncan
Ms. Janice M. Huggins
Mr. and Mrs. Dennis W. McNames
Mr. R. Arthur Spaugh
Mr. and Mrs. Robert L. Edwards
Immedia Print
Dr. and Mrs. J. Wayne Meredith
Mr. and Mrs. Richard W. Starbuck
Mrs. Aurelia Eller
Mr. and Mrs. James M. Iseman, Jr.
Mr. and Mrs. Ward B. Miller
Mr. Richard Stockton
Mrs. Marilyn G. Ellison
Dr. and Mrs. Ali Jarrahi
Ms. Ellen N. Monahan
Mrs. Sheryll Strode
Mr. and Mrs. John R. Elster, Jr.
Mr. John C. Jessup
MontVue Capital Management, Inc.
Mr. and Mrs. Ron Tedder
Mr. and Mrs. Robert J. Ess
Ms. Betty Johnson
Ms. Pauline A. Morris
Mr. Ben W. Thomason, Jr.
Mrs. James Ficklen, Jr.
Ms. Terry Johnson
Ms. Lea Thullbery
Mr. and Mrs. Michael J. Fisher
Mr. and Mrs. Douglas S. Jones
Mr. and Mrs. Kenneth F. Mountcastle, Jr.
Ms. Cici Fulton
Dr. David L. Kelly, Jr.
Ms. Anne Garvey
KeyBank Foundation
Mr. and Mrs. Robert J. Gfeller, Jr.
Mr. M. Carlyle Kinlaw, Jr.
Mr. and Mrs. William A. Goodson III
Mr. and Mrs. William A. Knott
Mr. and Mrs. Bernard Gray
Ms. Joyce Kohfeldt
Dr. and Mrs. Gary M. Green
Ms. Jo Ann Kyslinger
Mr. Michael D. Gunter
Ms. E. Julia Lambeth
Mr. and Mrs. Todd Hall
Mr. and Mrs. Thomas W. Lambeth
Mr. James A. Hancock, Jr.
Mr. and Mrs. B. Thomas Lawson, Jr.
Ms. Regina Harmon
Mr. and Mrs. James E. Lippard
Mr. M. N. Hennessee
Mr. and Mrs. Ernest V. Logemann
Ms. Martha M. Higginbotham
Ms. Annette P. Lynch
Mrs. Alice Hinman
Mr. and Mrs. Samuel C. Matthews
Ms. Kate W. Hodge
Dr. and Mrs. William McCall, Jr.
Hooser Family Association
Dr. James A. McCool
Dr. and Mrs. Lewis H. Nelson III Mr. William Nelson and Dr. Anne Nelson Mr. and Mrs. Michael Newman Ms. Corena A. Norris-McCluney Ms. Marjorie Northup Novant Health Triad Region Mr. Colin Parr Mr. and Mrs. Charles C. Patton Ms. Helen S. Peterson Ms. Susan Pfefferkorn Ms. Tucker Pollard Mr. and Mrs. George A. Ragland Ramey, Inc.
Mr. and Mrs. Stuart F. Vaughn Mr. and Mrs. William R. Wallace, Jr. Ms. Leila L. Warren Ms. Natalie Webb Mr. and Mrs. Harden B. Wheeler, Jr. Will and Meridith Whitaker Whole Man Ministries of NC Mr. and Mrs. J. Tracy Wilkerson S. C. Williams Mr. and Mrs. John G. Williard Mr. and Mrs. Ben S. Willis, Jr. Woman’s Club of Winston-Salem Judge and Mrs. William Z. Wood, Jr. Ms. Latonya Wright
Dr. Edward G. Shaw
the winston-salem foundation annual report
FUNDS AND DONORS
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FINANCIAL OVERVIEW COMBINED STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS (MODIFIED CASH BASIS) ASSETS Cash and cash equivalents Securities Student loans receivable Notes receivable Investment in partnerships
DEC. 31, 2015 AND 2014
2015
2014
$17,371,326
$17,365,321
304,989,714
300,906,128
675,718
821,320
465,000
465,000
18,462,530
18,087,591
Assets held in trust – real estate
4,052,275
3,571,275
Building, improvements, and equipment
1,244,497
1,140,189
39,791,977
41,406,329
Split interest assets held in trust (Note 1) Other assets TOTAL ASSETS LIABILITIES AND NET ASSETS
1,172,570
1,164,072
$388,225,607
$384,927,225
2015
2014
LIABILITIES: Amounts withheld from employees Agency deposits Split interest assets held in trust (Note 1) Total liabilities
$4,423
$2,281
1,224,723
1,516,721
39,791,977
41,406,329
41,021,123
42,925,331
UNRESTRICTED NET ASSETS: Discretionary
33,109,740
33,809,903
Field of interest
29,344,631
29,660,296
Scholarship
22,226,811
21,901,720
Student loan Donor advised
852,845
1,446,195
143,531,324
136,569,170
Donor designated
91,074,086
91,407,992
Agency endowments (Note 2)
19,486,509
19,305,397
Real estate
3,566,141
3,566,141
Administrative
4,012,397
4,335,080
347,204,484
342,001,894
$388,225,607
$384,927,225
Total net assets 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 $24,387,489 and $24,011,224 as of December 31, 2015 and 2014, 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 $1,876,395 and $1,573,962 at December 31, 2015 and 2014, respectively.
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COMBINED STATEMENTS OF RECEIPTS, DISBURSEMENTS, AND CHANGES IN NET ASSETS (MODIFIED CASH BASIS) YEARS ENDED DEC. 31, 2015 AND 2014 CHANGE IN NET ASSETS
2015
2014
$36,679,288
$31,434,050
5,981,897
5,630,657
RECEIPTS: Donations and bequests Interest, dividends, and other investment income Other receipts Total receipts
68,373
56,939
42,729,558
37,121,646
26,562,296
24,874,514
3,242,783
2,850,111
940,736
895,453
29,770
43,571
DISBURSEMENTS: Grants Executive office operations Trustee banks’ and investment management fees Brokerage fees Other disbursements Total disbursements
168,300
135,603
30,943,885
28,799,252
RECEIPTS OVER DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS NET REALIZED AND UNREALIZED GAINS
11,785,673
8,322,394
(6,583,083)
14,589,660
5,202,590
22,912,054
INCREASE IN NET ASSETS NET ASSETS BEGINNING OF YEAR
$342,001,894
$319,089,840
END OF YEAR
$347,204,484
$342,001,894
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 2015 audited financial statements, please visit our Web site at www.wsfoundation.org.
TOTAL ASSETS (in millions) 361 273 289
300 245
269 277
TOTAL GRANTS PAID (in millions) 385 388
31
31
310 21
211
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06
07
08
09
10
11
25
24
12
13
14
15
05
06
07
08
17
19
09
10
21
20
21
11
12
13
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F I N A N C I A L OV E RV I E W
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THE WINSTON-SALEM FOUNDATION
T
COMMITTEE
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.
STAN KELLY
TOMMY HICKMAN
H. VERNON WINTERS
DR. GARY GREEN
Chair
Vice Chair
Treasurer
Secretary
President and Chief Executive Officer Piedmont Triad Partnership
Retired Senior Vice President R.J. Reynolds Tobacco Company
Retired Chief Investment Officer Mellon Financial Corporation
President Forsyth Technical Community College
LINDA GARROU
RAY HAND
M. CARLYLE KINLAW, JR., CFA
Former N.C. State Senator
Senior Vice President and Sales and Service Director BB&T Private Advisors
Financial Advisor Merrill Lynch
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
SILVIA RAMOS Chief Diversity Officer and Title IX Coordinator Winston-Salem State University
[ 7 2 ] F O U N D AT I O N C O M M I T T E E S
Founder and Partner Trade Street Capital Partners
the winston-salem foundation annual report
Retired Senior Vice President Bank of America
Partner Wells Law, PLLC
THE WINSTON-SALEM FOUNDATION
SUPPORTING COMMITTEES
BLACK PHILANTHROPY INITIATIVE 2016 ADVISORY COMMITTEE
2016 ASSET DEVELOPMENT COMMITTEE Michael Trawick, Chair
Scott Gerding
Jim Martin
Alison Ashe-Card, Chair
James DuBose
Mae Rodney
Marie Arcuri
Ted Goins
Ward Miller
Roger Hyman, Vice-Chair
Shawan Gabriel
Twana Roebuck
Allison Brashear
Andrea Jenkins
Ed Pleasants
Michael Frye, Secretary
Deidra Gilliard
Eric Sadler
John Burress
Gordon Jenkins
Napoleon Richardson
Dr. Betty A. Alexander
Cheryl Harry
Melvin Scales
Peggy Carter
Lottie Kay
Amy Smith
T.L. Brown
Andrea Jenkins
Gregory M. Turner
Robbie Chandler
Stan Kelly
Kim Stogner
Thailer Buari
Robert Leak
Brenda Diggs
Kayce King
Hayes Wauford
Artina Dawkins
Shinika McKiever
Linda Garrou
Debbie Marshall
Mike Wells
THE WOMEN’S FUND OF WINSTON-SALEM 2016 BOARD OF DIRECTORS
2016 GRANTMAKING SUBCOMMITTEE Tommy Hickman, Chair
Paula McCoy
Silvia Ramos
Alison Ashe-Card, Chair
Phyllis Britnell
Amy Justice
Davida Martin
Francis Rivers Meza
Randall Tuttle
Lamaya Williams,
Henri Brown
Amy Leander
Corena Norris-McCluney
Kenneth Pettigrew
Vernon Winters
Latoya Cheek
Amy Lytle
Susan McBurney, Secretary
Gwenn Clements
Lisa Purcell
Margaret Leinbach,
Lawren Desai
Silvia Ramos
2016 STUDENT AID COMMITTEE
Vice-Chair
Tori Gillet
Gemma Saluta
Katherine Acenas
Elizabeth Jeter
Melody Thomson
Sandra Boyette
Sandra Miller Jones
Margaret Turner-Johnson
Treasurer
Betty Alexander
Brittney Gaspari
Daisy Rodriguez
Edna Barker
Cornelius Graves
Larry Stephenson
Cheryle Belo
Carolyn Gray
Christina Stewart
Mary Candillo
Bernice Harrison
Jane Suitt
John Candillo
Katherine Hoyt
Paula Turner
Peggy Carter
Lamar Joyner
Teresa White
Carmen Caruth
Barbara Lancaster
Nancy Wilson
Mary-Kathryn Appanaitis
Ethan Fisher
Caldwell Miller
Gwenn Clements
Carolyn Matthews
Mildred Wood
Carlos Mata-Arellano
Kayleigh Funderburk
Caroline Phan
Gavin Grosswald
Christian Rhoney
YOUTH GRANTMAKERS IN ACTION 2015–2016 PARTICIPANTS
Mary Edens
George McLendon
Latonya Wright
Tamera Brady
Lindy Ellis
Jason Niell
Karl Yena
Marie Carroll
Karina Higareda-Guido
Joshua Shields
Nancy Young
Briona Cash
Jaylen Jeffreys
Alexzandria Watson
Ashley Cox
Drew Lischke
Darnell Whitley
Jeremie Cabán-Cubero
Lucy Liu
Danielle Edgerton
Humberta Magallon
Susan Elster
Emery Rann
James Gallaher
Kenneth Raymond
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F O U N D AT I O N C O M M I T T E E S
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THE WINSTON-SALEM FOUNDATION
STAFF
Edna Barker — S tudent Aid Associate Kay Dillon — Director, Student Aid Susan Elster — Philanthropic Advisor Sandra Fishel-Booth — Program Officer Eric Freeman — Accounting Associate Cici Fulton — Director, Marketing and
Communications Layla Garms — Program Officer Anne Garvey — Director, Fund Administration
and Stewardship Brittney Gaspari — Vice President, Community
Investment David Gore — Director, Information Systems
and Technology Jonathan Halsey — Director, Community Engagement Andrea Hulighan — Director, Community Grants Betty Johnson — Financial Assistant
Seated – Jonathan Halsey, Cici Fulton, Edna Barker, Sandra Fishel-Booth, Madelyn
Tamisha Keith — Donor Relations Officer
McCaully, Constance Moore, Meridith Whitaker, Brittney Gaspari, Todd Slate
Jo Ann Kyslinger — Gifts Processor Annette Lynch — Vice President, Philanthropic Services Dee Matthews — Comptroller Madelyn McCaully — Grants Manager
Standing – Christina Stewart, Dee Matthews, Jo Ann Kyslinger, Leila Warren, Tamisha Keith, Annette Lynch, Lisa Purcell, Betty Johnson, Scott Wierman, Sabrina Slade, David Gore, Andrea Hulighan, Anne Garvey, Susan Elster, Layla Garms
Not pictured – Kay Dillon, Eric Freeman
Constance Moore — Administrative Associate,
Philanthropic Services Christina Stewart — Receptionist Lisa Purcell — Executive Vice President Sabrina Slade — Director, Strategic Initiatives Todd Slate — Vice President, Finance and Administration Leila Warren — Executive Assistant Meridith Whitaker — Marketing and Communications
DESIGN: M Creative | COVER AND STORY PHOTOGRAPHY: Christine Rucker EVENT PHOTOGRAPHY: David Reavis | PRINTING: Graphic Visual Solutions | STORY WRITING: Betsi Robinson
Manager
The inside pages of this annual report contain fiber sourced from well-managed forests.
Scott Wierman — President facebook.com/winstonsalemfoundation
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the winston-salem foundation annual report
@wsfoundation
linkedin.com/company/wsfoundation
THE BURRESS FAMILY CENTER FOR PHILANTHROPHY
I
N 2015, the Burress Family Center for Philanthropy opened as a collaborative meeting space where groups can come together to learn, connect, and share ideas. The Foundation is pleased to offer this facility to nonprofit organizations and community groups as a resource to help them 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