THE
H E ART OF
COMM U N I TY
T H E W I N STO N -SALEM FO UNDAT IO N 2017 Report to the Community | 2016 Annual Report
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Inside and front cover location: Crossnore School & Children’s Home
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The Winston-Salem Foundation annual report
The Heart of Community A strong community is like a backyard garden. If you plant seeds and tend the green shoots, flowers and fruit will blossom. Right before your eyes, entirely within your reach and influence. Health and progress. Vitality and potential. What grows in distant fields is important, of course, but to improve the unique nature of where you live, you must value and enrich the ground close to home. This is the life cycle of a community, too. The Winston-Salem Foundation is proud to invest in so many ambitious efforts that are helping us grow and thrive locally. And we are grateful for the restorative light found at the heart of our community. To the individuals, groups, and organizations giving generously and working passionately to make a difference— sowing seeds of positive change and raising powerful ideas and actions to fruition— we thank you for working to improve life here and now. Your dedication matters, as we work together to grow extraordinary gardens of opportunity for all in our community.
Our Mission
Contents
o invest in our community T by making philanthropy and its benefits available to all. The Foundation’s efforts are inspired by four core values:
Community Partnerships
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GENEROSITY
Year in Review
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o support sharing in all its forms, linking resources with T ideas that improve community life.
Donor & Nonprofit Stories
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INCLUSION
Grants
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o embrace the contributions of individuals from diverse T backgrounds, beliefs, experiences, and perspectives.
Funds & Donors
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INTEGRITY
Financial Overview
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To operate with respect, honesty, accountability, and fairness to all.Â
Foundation Committees
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EXCELLENCE
Staff and Facility
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To aspire to the highest standards in everything we do.
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The Winston-Salem Foundation annual report
Message to the Community
THE HEART OF COMMUNITY
Winston-Salem is abundant in its generosity. In fact, in 2016 our foundation ranked 7th in gifts received per capita, outranking many larger communities. And we’re not just talking about donations. Civic engagement, volunteerism, and collabor ation also propel us forward—we see it every day through our work with volunteers, non profits, and community leaders. As encouraged as we are by our community’s generosity, we recognize that real challenges exist. Many of our students are not reading on grade level, many of our neighbors are struggling financially, and divisions of race and class are keeping us from reaching our collective potential. Over the past few years, the Foundation has stepped up its partnerships with organizations
such as the Winston-Salem/Forsyth County Schools, Kate B. Reynolds Charitable Trust, and the Arts Council of Winston-Salem and Forsyth County—among many others—to fund and participate in initiatives that can strengthen the fabric of our community. Our issues are complex, but we know that such collaboration can help us make great strides. Winston-Salem’s tradition of philanthropy dates back to the early days of our city and the Foundation’s establishment 98 years ago. As we approach our centennial year in 2019, we’re grateful that the heart of our community remains strong. We know that much can be accomplished when we devote our time and resources right here at home— strategically, with open minds and hearts, and in partnership with each other.
Stan Kelly Chair The Winston-Salem Foundation Committee
Scott F. Wierman President The Winston-Salem Foundation
The Heart of Community
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COMMUNITY PARTNERSHIPS
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The Peer Project
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Imagine Forsyth
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Community Innovation Lab
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The Winston-Salem Foundation annual report
peer PROJ ECT
The Peer Project
ENGAGING EDUCATORS IN CONTINUOUS LEARNING
This year, the Foundation and the WinstonSalem/Forsyth County Schools (WS/FCS) continued their collaboration through the Peer Project, a 5-year, $2.3 million commitment by the Foundation to provide professional development learning opportunities for local educators. Examples include:
licensure. The program uses research-based instruction to help teachers build their reading and literacy capacity to improve student achievement, ultimately creating “literacy specialists” who can share their knowledge with colleagues. The Peer Project grant will fund the teachers’ program tuition.
TEACHER ACADEMY
POVERTY SIMULATIONS
The goal of the Teacher Academy is to develop teacher leadership in one of three ways: by offering one’s classroom as a Model Classroom for colleagues to observe, by working intensively as a mentor for another teacher, or by writing and delivering professional development opportunities within the school district. The Peer Project grant will support 40 teachers who are stepping into these leadership roles, positively impacting teachers and students across the district.
Several schools have partnered with Crisis Control Ministry to experience the Community Action Poverty Simulation, which helps educators better understand what it is like to live in poverty. During the simulation, participants role-play the lives of lower-resourced families trying to provide basic necessities with very limited budgets and transportation barriers as they interact with volunteers portraying human service agencies, grocers, bill collectors, and landlords, among others.
ASU READING LICENSURE PROGRAM
Since 2015, the Peer Project has invested nearly $800,000 toward professional development opportunities to help build a culture of creativity, innovation, and continuous learning for WS/FCS educators.
Through a collaboration between Appalachian State University and WS/FCS, 15 teachers from priority and low-performing schools will enroll in courses to receive an 18-hour reading
peer PROJ ECT ENGAGING EDUCATORS IN CONTINUOUS LEARNING
Educators at the August 2017 Teacher Academy training
Community Partnerships
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Imagine Forsyth
Neal Place neighbors enjoying fellowship in their community garden
Imagine Forsyth seeks to create strong relationships, strong neighborhoods, and strong futures for all of Forsyth County’s residents. This collective impact initiative is focused on improving family stability by tackling issues related to food security, housing, health, and income/employment in targeted neighborhoods in our community. In the summer of 2017, Imagine Forsyth piloted efforts to increase healthy food access and nutrition education in the Greater Cleveland Avenue and Boston-Thurmond communities. Important tenets for the success of this work include connecting neighbors and agencies to action teams, improving the way organizations collaborate and align, and understanding our community by using data to measure progress and set future goals.
Formerly called Collaborating for Clients (or C4C), this initiative was funded as a 3-year pilot program in 2015 with a $380,000 grant from the Laura and John Arnold Foundation to Second Harvest Food Bank of NWNC. The initiative is led by Second Harvest, 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, Novant Health, and Wake Forest Baptist Health. The Foundation has committed $112,000 to the project to date. For more information, visit imagineforsyth.org
Day of Celebration with Imagine Forsyth and neighborhood residents
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The Winston-Salem Foundation annual report
Community Innovation Lab In 2016, the Foundation made a $100,000 Community Grant to support the Community Innovation Lab, which brought together stakeholders from multiple sectors to address inequities in employment, income, and wealth. During the year that followed, Lab members transitioned from examining the dynamics of how systems work to developing artsintegrated interventions with the ultimate goal of transforming our city into a more equitable and abundant place for all residents. As Lab members extended their work into the larger community, their efforts spawned successes both large and small. For example,
Lab members working on First Stop and Hustle efforts with facilitation by EmcArts
the First Stop Cultural Arts Expo in January drew more than 400 residents and 23 agencies to the Millennium Center for an experience that integrated arts activities with access to social services. Participants gathered in an atmosphere of reciprocity and respect where everyone’s gifts, skills, and talents were recognized. First Stop reflected a decisive shift from the traditional charity model, achieved by breaking down silos and building networks and trust across boundaries. Another product of the Lab: Mary’s Mavens, a group of Winston-Salem women now nearly 1,500 strong who support, empower, and educate each other. These and other fruits of the Lab’s efforts on behalf of our city are small steps toward real systemic change. When the Community Innovation Lab began in the fall of 2015, it was one of only two such projects in the United States designed and facilitated by EmcArts, a nationallyknown service organization based in New York City, with primary funding from the Kresge Foundation. The Lab was convened by the Thomas S. Kenan Institute for the Arts at the UNC School of the Arts, The Arts Council of Winston-Salem and Forsyth County, and The Winston-Salem Foundation.
Susan Brittain of the Kenan Institute for the Arts with Lab member Mary Haglund of Mary’s Mavens
Community Partnerships
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YEAR IN REVIEW 2017 Community Luncheon
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The Winston-Salem Foundation Award
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ECHO Awards
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Legacy Society Dinner
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Scholarship Celebration
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The Women’s Fund of Winston-Salem
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Black Philanthropy Initiative
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Youth Grantmakers in Action
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The Winston-Salem Foundation annual report
2017 Community Luncheon Over 1,250 nonprofit professionals, business leaders, donors, and other community members gathered at the Benton Convention Center on May 3 for the Foundation’s 2017 Community Luncheon. Keynote speaker Howard Ross, a nationally-recognized expert on diversity, leadership, and organizational change, spoke on unconscious bias, giving examples of internal assumptions and judgments that individuals make about others every day without even realizing it. Howard also provided tools to help the audience navigate unconscious bias going forward. The Foundation hopes that a deeper collective understanding of unconscious bias will improve our relationships with each other, encourage social capital-building, and help move our community forward—together. The luncheon also provided an opportunity to recognize an exemplary group of community builders. The 2017 Winston-Salem Foundation
Award was presented to Jeff Bacon, and the 2017 ECHO Awards honoring social capital builders were given to Jahmila Best, Mary Jac Brennan, Kelly Carpenter, Joy Prom, and Mary’s Mavens. The event was supported by Keynote Sponsor BB&T and by 81 other local businesses and nonprofits that signed on to be Community Investors, Community Builders, and Community Supporters. Their support helped to lower the luncheon’s cost, allowing greater community access to the event. Please join us for our next Community Luncheon on Wednesday, May 2, 2018!
For links to unconscious bias resources, visit wsfoundation.org/ 2017communityluncheon
Year in Review
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The Winston-Salem Foundation Award Each year, the Foundation presents The Winston-Salem Foundation Award to an individual who demonstrates the Foundation’s values of generosity, excellence, inclusion, and integrity. This award focuses specifically on an individual’s visionary leadership in the community or on behalf of a community organization in the recent past. The 2017 award recipient, Jeff Bacon, has demonstrated visionary leadership in tackling our community’s challenges of hunger and unemployment in innovative ways. Jeff leads Triad Community Kitchen, a nonprofit that prepares many for work in the food service industry while also providing meals to over 300,000 individuals annually through Second Harvest Food Bank of Northwest North Carolina. Jeff also created
Providence Restaurant, a transformative enterprise that hosts a two-year residency program for Triad Community Kitchen graduates to help them obtain on-the-job experience. Jeff is known among those he mentors as a passionate, inspiring leader who focuses on community members’ assets and futures, rather than their deficits in the past. Many in our community have found stable employment and improved their lives thanks to Jeff Bacon’s leadership. The Winston-Salem Foundation Award recipient is selected by a committee comprised of members of various Foundation committees as well as the community at large. With this well-deserved recognition comes a $10,000 grant, which Jeff designated to TCK Providence and Hope Community Church.
Jeff Bacon (center) with Foundation President Scott Wierman and Committee Chair Stan Kelly
ECHO Awards The ECHO Awards honor individuals and groups who are strengthening the fabric of our community by building social capital— connections among people, based on trust, that enhance cooperation for mutual benefit. Each ECHO Award recipient receives $1,000 to grant to a nonprofit organization of their choice. Congratulations to our 2017 award recipients for building trust across diverse groups—contributing to a safer, stronger, and more inclusive community for all.
Jahmila Best serves as a youth leader for the
nonprofit Neighbors for Better Neighborhoods and has helped neighbors who were previously strangers become partners with shared goals. Mary Jac Brennan has brought together diverse
individuals and networks with a common interest in food, farming, and the regional food economy through her passionate work at Cooperative Extension. Kelly Carpenter has fueled numerous innovative social capital-building programs such as Institute for Dismantling Racism, The Shalom Project, and the Peters Creek Community Initiative.
2017 ECHO Award Recipients included: Mary Jac Brennan, Joy Prom (Donna Zayas, Al Zayas, Linda Sullivan, Chuck Spong), Mary’s Mavens (Mary Haglund, Rebeccah Byer), Kelly Carpenter, Jahmila Best
Joy Prom brings together 200 individuals with
developmental differences and 350 community volunteers for a memorable evening which forges connections that last throughout the year.
Winston-Salem Foundation Committee member Alison Ashe-Card presents the 2017 ECHO Awards.
Mary’s Mavens is a networking group which hosts meetings for diverse women from different backgrounds, featuring sessions on topics such as life-coaching and entrepreneurship.
Year in Review
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Legacy Society Dinner
Angela and Ken Craven
Sallie and Karl Yena
Scott Wierman, Henri Brown, Stan Kelly, Summer Riley, and Paula Wilkins
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The Winston-Salem Foundation annual report
Silvia Ramos and Trae Cotton
Ray and Cathleen McKinney
In November 2016, Legacy Society members gathered to celebrate philanthropy and to hear how the Foundation’s investments are making a difference in the community. The Legacy Society honors individuals and families who have already established permanent charitable endowments or who have made provisions for such gifts after their lifetimes. During the program, Lee French and Kristen Haaf shared more on Creative Corridors’ work on the artistically-designed bridges and overpasses coming to downtown Winston-Salem that will set our city apart as both
an innovative and welcoming community. Henri Brown of ReadWS and Paula Wilkins and Summer Riley of Cook Literacy Model School also spoke about the impact that their Peer Projectfunded Orton-Gillingham literacy training is having to help local students become better readers. Permanent endowments established by Legacy donors enable the Foundation to support projects such as these. We are most thankful for our Legacy Society members and for their sustainable support of our community, both now and in the future. Legacy Society members are listed on page 67.
The Foundation awarded 583 scholarships totaling $978,586 to local students in the 2017–2018 academic year.
Scholarship Celebration In July 2017, more than 200 guests gathered at Wake Forest University’s Bridger Field House for the annual Scholarship Celebration Breakfast. This event recognizes the achievements of Foundation scholarship recipients and the donors who made their scholarships possible, as well as the high school guidance counselors and volunteer committee members who play a critical role in the student aid program. Special thanks to donors
Charlie and Ann Hemrick for sponsoring the breakfast for the seventh consecutive year! Program highlights included Melissa Painter of FOX8 News serving as emcee, and Stan Huck, director of guidance at Mount Tabor High School, introducing student speaker Vincent Patella. Vincent, a recipient of the Harry C. Morgan Memorial Scholarship for engineering students, shared his career aspirations and advice for rising college freshmen.
Donny Lambeth, scholarship recipient Bryan El, and Charlie and Ann Hemrick
Recipients Madeline Jones, Mackenzie Joseph, Samuel Owens, Antonio Daniels, and Mikalah Muhammad, with Rick Pfefferkorn
Emcee Melissa Painter
Gwenn Clements with scholarship recipient Sierra Toney
Speaker Vincent Patella with scholarship donor Dave Morgan
Year in Review
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The Women’s Fund of Winston-Salem The Women’s Fund is a community of female philanthropists supporting organizations serving women and girls. With 765 active members at the close of 2016, the group’s reach continued to grow in the past year as The Women’s Fund:
• Engaged members and the community in
International Women’s Day with a weeklong celebration in March 2016.
• Partnered with a/perture cinema to host a women’s film series featuring films and panel discussions on economic insecurity and the gender wage gap.
Guests at the second-annual Fund Do Party at the Milton Rhodes Center
• Awarded grants totaling almost $97,000 to four
organizations at the annual luncheon celebration. The Children’s Home Society, Planned Parenthood South Atlantic, LEAD Girls, and TCK Providence received funds for programs related to the economic empowerment of women and girls.
• Hosted its second-annual Fund Do Party in April
2017, a fundraising event to support advocacy and education efforts to address systemic issues outside of the group’s annual grantmaking process. The event drew 94 attendees and raised $13,545.
More information at womensfundws.org.
2016 grant recipients at the November luncheon
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The Winston-Salem Foundation annual report
Black Philanthropy Initiative
Youth Grantmakers in Action
In 2016–2017, the Black Philanthropy Initiative (BPI) continued to build philanthropic relationships and support issues impacting the African-American community, with a special grantmaking focus on education, financial literacy, and parenting and life skills training. In October 2016, BPI hosted a fundraising event at WinstonSalem State University called Impacting our Community Through Black Philanthropy, which highlighted BPI’s grantmaking impact and included a spoken word performance by teens from nonprofit Authoring Action. In February 2017, BPI presented five organizations with $16,350 in total grants: Crosby Scholars to attract and retain African-American males in the program; Habitat for Humanity for a youth financial literacy summer program; R.I.S.E. 4 Girls for a girls’ program at Philo-Hill Magnet Academy; Wake Forest University for an after-school sports literacy program at Paisley IB Magnet School; and Wiley Magnet School for the League of Extraordinary Gentlemen, a leadership program for young men. BPI also established a social media presence for the first time by launching Facebook, Twitter, and Instagram accounts in February 2017. Visit wsfoundation.org/BPI for more information.
Youth Grantmakers in Action (YGA) gives youth ages 15–18 a voice in local philanthropy by engaging them in their own grantmaking process. During the 2016–2017 school year, a diverse group from 12 area high schools worked together to develop grant guidelines, solicit grant proposals, and award grants to youth-led projects making a positive impact on youth in Forsyth County. For the first time, YGA planned their own group community service project, volunteering at SECU Family House in December 2016. Youth spent the morning cleaning the facility, decorating for the holidays, and baking cookies. YGA hosted its annual grant celebration in April 2017 where they announced eight grants totaling $2,460 for youth-led projects. Grant recipients included: East Forsyth Key Club; Fine Arts; Grace Church Youth Worship/Ministry Group; Reagan Black Achievers; Reagan High School Young Black Male Achievers; THETA Program and Scholarship Fund; Top Teens of America; and the Winston-Salem Youth Advisory Council. 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. Find out more at youthgrantmakersinaction.org.
2016 Black Philanthropy Initiative grantees
YGA members and their 2017 grantees at the April celebration
Year in Review
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DONOR & NONPROFIT STORIES
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The Skinner Family
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Mike & Wendy Brenner
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Kaleideum
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Mildred & Herman Bryson
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Sunnyside Ministries
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Michelle & Alex Schenker
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Educator Warehouse
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The Winston-Salem Foundation annual report
Forward-thinking people and organizations are the heart of the Foundation’s purpose and vitality. We are grateful for the opportunity to work with all those who value making a difference here and now so our community can become stronger over time.
The Heart of Community
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Jonathan Skinner
“We didn’t want people to forget about Jonathan. He is still a very strong part of our lives.” – CLAUDIA SKINNER
The Skinner Family: Linwood, Sr., Claudia, Tamika, and Linwood, Jr.
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The Winston-Salem Foundation annual report
THE SKINNER FAMILY
From Loss to Legacy Every summer, friends and family of Jonathan Skinner gather at Winston Lake Golf Course to raise money for a worthy cause: college scholarships for deserving high school seniors in Forsyth County. It’s how Linwood and Claudia Skinner choose to carry on the legacy of their youngest son, a former R.J. Reynolds High School basketball star tragically killed during a home invasion in Durham more than a decade ago. Proceeds from the golf tournament go to the Jonathan LaRon Skinner Memorial Scholarship Fund. Just 26 years old at the time of his death in 2005, Jonathan was one semester shy of graduating from St. Augustine’s College in Raleigh. The young man who received numerous athletic awards during his high school days, including Co-Player of the Year in the Central Piedmont Conference, was planning to become a physical education teacher. “A lot of people just come and sit with us during the tournament,” Claudia says. “It warms my heart that they remember Jonathan, they remember us as a family, and we are helping other kids pursue their dreams.” “It makes me feel good to keep his memory alive,” Linwood adds.
The Skinners live in Raleigh now, but they consider Winston-Salem home. They met in 1970 at Winston-Salem State University, where both majored in business education, and they decided the city would be a great place to raise their family. Both went to work for the local school system. Claudia taught business classes at Parkland and Glenn high schools; Linwood became a job development counselor at the Central Office. The couple moved in 1997 when Claudia accepted a job with the N.C. Department of Public Instruction, but they have every intention of returning to the Twin City down the road. “It’s all about relationships,” Linwood says. “That is what’s important. After spending so many years in Winston-Salem and raising the family here, with our church and friends and the university, it feels like home.” “We chose to bring Jonathan back here,” Claudia adds. “We had his services here, and he is buried at Evergreen Cemetery.” Another reason to return: Linwood Jr., the couple’s oldest son, who followed in his parents’ footsteps by graduating from Winston-Salem State University with a degree in business administration. He works at the university and lives here with his wife, Tamika.
The Skinners established the Jonathan LaRon Skinner Memorial Scholarship at the Foundation in 2010 in memory of their son to support graduating Forsyth County high school seniors.
The pain caused by the loss of Jonathan seems as palpable today as it was that day in 2005 when the Skinners arrived at the crime scene in Durham. They saw police tape surrounding the family vehicle that Jonathan had driven to the CIAA Championship football game. “I still have the knot in my stomach,” Claudia says. “As a mother, burying one of my children took my heart right out of my chest.” “We still get phone calls from some of his college friends,” Linwood says. “It’s been 12 years, but it’s as if it just happened yesterday.” Their friends Ike and Veronica Black were early organizers of the scholarship along with the staff at Quality Education Academy in Winston-Salem. Jonathan didn’t have the opportunity to finish college, but helping other young people reach their life goals keeps the couple grounded, Linwood says. “All the love that people have shown us through the years has really helped us a great deal.” The couple’s strong faith also helps carry them through the tough times. “I don’t believe God makes any mistakes,” Claudia says. “I think the decision to pluck that flower from this Earth was God’s decision that we must accept.” The Heart of Community
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MIKE & WENDY BRENNER
Investing in Tomorrow, Today Mike Brenner was raised in a family of philanthropists—his father, Abe, and uncles, Morris and Herb, firmly believed in giving back to the community that helped their businesses prosper. The renowned children’s hospital in Winston-Salem even bears the Brenner name. Philanthropy remained important to Mike as he moved into adulthood, but he preferred life away from the limelight. Smart, thoughtful, and a man of few words, he settled in Davie County and remained a bachelor well into his 50s. That all changed when Mike crossed paths with Wendy, an energetic mother of two with a background in social work who served with him on the board at Temple Emanuel. They tied the knot 12 years ago. “Mike was always a quiet giver,” Wendy recalls. “But when we married, we decided to work together in our philanthropy, and we became much more active and engaged in the community.” “I guess I came out of my shell,” Mike adds with a smile. “I was always a very private, shy [ 20 ]
person. My original thought was to make big gifts at the time of my death through my estate plan. But Wendy and I decided it was more important to support community projects now, while we can see the impact of our giving.” Mike moved the assets of his private family foundation to a donor-advised fund at The Winston-Salem Foundation, which reduced administrative burdens and simplified the couple’s giving. Today the Brenners are among the Foundation’s most proactive and strategic donors. They meet periodically with staff to learn about new projects in the community, and they support a broad range of charitable interests, including the arts and education. “This town has been very good to our family. We have always been taught to give back, especially to local causes,” Mike says. This year, for the first time, the couple made a substantial gift to Winston-Salem State University to support the establishment of a professorship and committed to a recurring annual gift to fund campus priorities such as undergraduate research stipends and internships. They consider it a solid investment
The Winston-Salem Foundation annual report
The Brenners established the Mike and Wendy Brenner Trust, an endowed donor-advised fund, in 2002. They are Legacy Society members and also have named the Foundation as a beneficiary in their estate plans.
and hope others will follow suit. “We really feel that local impact is important. At Winston-Salem State, more than 80 percent of the graduates stay here and work here,” Wendy says. “We believe that we are doing something for the community and that is meaningful to us.” Friends of the Brenners and others in the community apparently took notice. “We received more phone calls and comments when we did that,” Wendy says. “Certain gifts have a greater impact in helping to inspire others.” In the end, it all comes back to family for the Brenners. “My siblings and first cousins were all taught by our parents to be charitable,” Mike says. “We are trying to teach our kids to make the effort, too.” Wendy hopes their example will inspire the next generation to carry on the family tradition. “Mike’s family was so special in their way of giving. I really want the kids to understand how lucky they are and how much it means to give back.”
“We’re working closely with staff members to find out where our interests intersect with the Foundation’s community involvement. It really helps to have a broader view of what is going on.” –WENDY BRENNER
The Heart of Community
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Elizabeth Dampier and Paul Kortenaar
“Through this merger we hope to reach every child in our community, helping them build skills for future success by inspiring curiosity and encouraging learning through interactive play and discovery.” –ELIZABETH DAMPIER
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The Winston-Salem Foundation annual report
KALEIDEUM
Learning Reimagined Elizabeth Dampier and Paul Kortenaar were once competitors—executive directors, respectively, of the Children’s Museum of Winston-Salem and SciWorks. Then they ended up working side-byside as leaders of what came to be known as Kaleideum, the product of their two nonprofits that merged in 2016. The joint executive directors made the merger look seamless, but in truth they had to summon the same qualities they seek to instill in every child who walks through the doors of Kaleideum: creativity, collaboration, risk-taking, and perseverance. “It would have been simpler to continue as we were, but if we hoped to develop risktaking in the children of this community, we had to demonstrate that as well,” Kortenaar says. “Bringing the two together involved perseverance and a lot of creativity on the part of board members and staff who were willing to think about what a new museum would be like. Collaboration is much more difficult, but ultimately, much more fruitful.” “We were two healthy organizations,” Dampier adds. “Rather than focusing on our
own needs, we took the initiative to think about how we could do it better together.” That involved merging two boards of directors into one, creating an entirely new organizational chart, and defining the culture of the new museum. Kaleideum employs 53 part- and full-time employees year-round, a number that jumps to 75 during its busiest summer months. “That is often the challenge with these kinds of mergers: to bring together two staffs and two boards where there had been competing interests,” explains Kortenaar, who recently moved to Texas to take on his next professional challenge as leader of a new children’s museum in El Paso. “Everybody had their own ways of doing things. Initially there was a feeling that if we were collaborating, we were changing. But, in fact, it was the collaboration that made the organization stronger.” Kaleideum received a Community Grant from the Foundation for expenses related to the merger, including a new IT system to consolidate membership, donor admission,
Kaleideum received a $75,000 Community Grant to support the 2016 merger of the Children’s Museum of Winston-Salem and SciWorks, the Science Center and Environmental Park of Forsyth County. Since 1991, the Foundation has supported the two organizations with more than $775,000 in grants.
programming, registration, and management functions. These days Dampier is the sole executive director of Kaleideum. She recently oversaw the completion of a new strategic plan for the museum, which will move from its two existing locations into a new building on county-owned land downtown at Third Street and Town Run Lane, near Merschel Plaza. “Forsyth County is building the new museum and has committed to maintaining it. Our responsibility is to fill it up with all the fun stuff,” Dampier says. “We have an architect and an exhibit design firm on board, and we will conduct a $10 million capital campaign in 2018 .” It’s not surprising that Dampier is thinking big about the future—it’s another of those qualities she likes to see in the kids who walk through the doors. “We have been given a wonderful gift from the county, and we are committed to building an engaging place where all children and members of our community feel welcome and inspired to learn, create, and develop skills so instrumental for future success.” The Heart of Community
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MILDRED & HERMAN BRYSON
The Gift of Education
Mildred Bryson at the farm on the campus of Crossnore School & Children’s Home (previously The Children’s Home)
“I didn’t go to school but half a day all my life. We worked the other half. I always wanted to go to school more.” –MILDRED BRYSON
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Two years before Herman Bryson retired as athletic director at R.J. Reynolds High School in 1985, the school named its gym after him. It was a fitting tribute to the revered football coach who led the Demons to three straight Central 4-A championships back in the 1960s. But Herman was more than a coach—he and his wife Mildred dedicated their lives to educating the next generation. And their rewarding careers were made possible only because of the help they received along the way. The couple’s story began in the 1930s at The Children’s Home in Winston-Salem, where Mildred King and Herman Bryson both grew up. The eighth of 11 children, Mildred was three years old when her mother died during childbirth. Her father, a local cobbler, didn’t have the means to provide for his large family. But he did have a trade worth more than gold to an orphanage with some 400 children. “He went to the trustees and said, ‘I will fix all your shoes for free if you will take some of my children,’ ” recalls 90-year-old Mildred. “Back then we wore our shoes until the tops wore completely out.”
The Winston-Salem Foundation annual report
The Children’s Home took him up on that offer, and Mildred settled in just fine. Herman, whose mother also died during childbirth, moved there when he was 11. Like all the other children, they had to pitch in to help the operation run smoothly. Mildred worked in the kitchen with a team of four girls, cooking three meals a day. With all those mouths to feed, she awoke at 4:30 every morning to start the fire and begin making biscuits. Herman drove the farm’s truck and delivered food to the dining room. When they were old enough, they both began attending classes at Reynolds. Herman became a star halfback for the Children’s Home’s team, and Mildred was a cheerleader. The two were just friends then, but reconnected after high school when Herman returned from a stint in the Navy. The couple married in 1946, and Herman received a scholarship to play football at Appalachian State. By then, both had decided to become educators, but times were tough financially. And that’s when the Foundation entered the picture.
Mildred and Herman Bryson attended Appalachian State University in the 1940s after receiving student aid from the Foundation. Herman passed away in 2015 at the age of 90, and his name is inscribed in the Foundation’s Book of Memory.
“Neither of us had a dime. We went to Northwestern Bank in Boone to try to get a loan. Mr. Adams didn’t have any money to loan us, but he told us about the Foundation. We borrowed a car, drove down to Winston and applied, and came home with the money, all in one day,” Mildred remembers. The couple worked multiple jobs to repay their financial aid. “We paid it each semester and didn’t owe a penny when we got out of school.” After graduation, the two began their careers in education and eventually returned home to Winston-Salem. It was here that they raised a family and became active in the Methodist Church, the institution which founded and sustained the Children’s Home for so many years. And over the course of three decades as teachers, Mildred and Herman touched the lives of countless children. “I mostly taught first grade,” Mildred says with a smile. “If they were three feet high I loved them. I still see some of the boys and girls I taught.” In the end, the couple’s lifelong joy came pouring back into the community that invested in them all those years ago.
The Heart of Community
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David Holston, Timothy Carter, Angelica Regalado, and Charles Forrest
“At a graduation we asked one of our students, ‘What has this course meant to you?’ She looked up at us and said, ‘Freedom.’ ” – CHARLES FORREST
[ 26 ]
The Winston-Salem Foundation annual report
SUNNYSIDE MINISTRIES
A Journey to Financial Freedom
For nearly 40 years Sunnyside Ministry has supported local families by providing emergency assistance for vital needs such as rent, utilities, food, clothing, and other necessities. In recent years its leaders decided the time had come for a fundamental strategic change. “We needed to do more if we were going to help people so they don’t have to come back to get more assistance — plain and simple,” says David Holston, director of the ministry founded by the Moravian Church. Toward that end, Sunnyside rewrote its mission statement and created new programming to focus on financial education. The change represents a major shift in the ministry’s aim to address the roots of systemic poverty, not simply to help those who fall victim to it. In 2013, Sunnyside received a Community Grant from the Foundation to help start a new program called Gaining Control. The rigorous, 26-week financial literacy class seeks to help
Sunnyside Ministries provides assistance to families living in southern Winston-Salem and northern Davidson County. Since 2013, the Foundation has awarded the organization $38,743 in Community Grants to fund a program manager position for the Gaining Control program.
individuals better manage and budget their income as well as build an emergency savings account, which the program matches dollarfor-dollar, up to $500. Students also learn how to pay off and avoid costly debt. Sunnyside’s focus on self-sufficiency is paying off: of the 137 graduates to date, only four have returned for additional crisis assistance, and 80 percent started an emergency savings account while enrolled in the class. This year the volunteer-driven ministry also offered its first class in Spanish, taught by Angelica Regalado, a native of Peru and recent graduate of Wake Forest University’s School of Divinity. “We consider the Foundation’s grant to be a good financial investment, but we think it’s also a great investment in human capital,” said program creator and coordinator Charles Forrest. “I follow up with students after a year, and over 90 percent who graduate continue to budget monthly and almost everyone who started an emergency savings account has
maintained it,” Forrest says. “These are lives changed. And they don’t do it because we are looking over their shoulder. They do it because it is a better way of living.” Timothy Carter, a recent graduate of the program, can attest to that. He served in the U.S. Army and Navy as a young man, then enjoyed a second career at American Express. But at age 55, after raising four children, he found himself on disability and unable to make ends meet on his fixed income. “I used to earn $80,000 a year. Had I taken this class 30 years ago, I would have managed that much better,” says Carter, who is now studying at N.C. A&T State University for a third career in behavioral healthcare. “This class was lifesaving for me. Now I can use the truth I know to change my circumstances and to have a more prosperous future and a good retirement,” he adds. “I can’t say that I won’t run into a crisis again, but if I do, I’ll be better prepared to handle it myself.” The Heart of Community
[ 27 ]
MICHELLE & ALEX SCHENKER
Making Giving More Meaningful
When online publishing entrepreneurs Alex and Michelle Schenker sold one of their company’s websites in 2015, the couple decided to use proceeds from the sale to be more strategic in their charitable giving. The owners of Cover Story Media, Inc. set up two donor-advised funds with the Foundation, through which they give recurring gifts to a variety of nonprofit organizations dear to their hearts. Not only was the decision tax-advantageous, it also simplified their philanthropic planning. “We were doing a lot of charitable giving, but it wasn’t consolidated or very thoughtful,” recalls Michelle, a Winston-Salem native. “Our financial advisor recommended that we think more long term about what really mattered to us and how we could make more of an impact here in our community.” “It’s one thing to write a check and it’s out the door,” Alex adds. “But when you see positive things happening in your own community, it’s inspiring. That is the reward.” One of the Schenkers’ favorite local nonprofits is Project Pearl, which helped them adopt their beloved [ 28 ]
The Winston-Salem Foundation annual report
The Schenkers established both endowed and non-endowed donoradvised funds in 2015 and are members of the Legacy Society.
dogs, Bella and Lily. Project Pearl supports Forsyth County Animal Control’s foster program through photography, medical fostering, and education. Alex is also partial to National Public Radio, which he began listening to as a child after his family moved from Switzerland to California. “It is nice to listen to WFDD in the morning and hear your favorite story and know that you contributed to the budget that supported it,” he explains. The couple met in 2002 in Los Angeles, where Alex worked as a web developer and Michelle worked in marketing for Mattel. But a job offer from Sara Lee lured Michelle back to North Carolina two years later, while Alex followed his dream of returning to his native country. Michelle threw herself into life in Winston-Salem, buying a house, adopting a dog, and meeting new friends. As for Alex, he missed Michelle and followed a few months later. “I realized Switzerland was just a place, and she was more important,” he says. The two now work together running Cover Story Media, which Alex founded in 2005. “Winston-Salem was a pleasant surprise,” Alex says.
“Now we sit down about once a quarter and make a charitable plan. We are being more thoughtful about our giving.” –MICHELLE SCHENKER
“People walk down the street waving at you and it just started to grow on me. Our circle of friends blossomed.” The Schenkers, who married in 2008, are among the Foundation’s youngest fundholders. The couple’s desire to give now, while they can see the fruits of their philanthropy, drove their decision to engage with the Foundation. “We earn enough that we feel like we are taken care of. We also don’t have kids, so we have more disposable income than some people,” Michelle explains. “It was something I felt like we could and should do.” The Foundation has become a trusted resource when they need advice on where their dollars can make the greatest impact. “It’s not just about the legacy we’re leaving as a couple,” Michelle says, “but that we’re a small part of the Foundation’s legacy, which has impacted our community and our state for nearly 100 years. It makes it that much more special to be a part of.”
The Heart of Community
[ 29 ]
Kendra Hoyle
“We have a lot of regular customers who say, ‘I would not miss this for anything.’ It’s rewarding to help teachers help their students.” –KENDRA HOYLE
First-grade teacher Peggy Desautels shops for supplies.
[ 30 ]
The Winston-Salem Foundation annual report
EDUCATOR WAREHOUSE
Supporting Success in Every Classroom In a nondescript building behind Diggsof the supplies provided to each teacher is Latham Elementary School, a treasure trove $600 a year. awaits local teachers looking to be creative in The warehouse opened in 2011 and at the the classroom on a shoestring budget. So do time was staffed solely by volunteers. It quickly thousands of everyday school supplies that became a hit with its target audience—serving many students need, but cannot afford to buy 200 teachers in its first year to 1,600 teachers for themselves. in the 2016–2017 school year. The Educator Warehouse tops the list of Community Grants from the Foundation Peggy Desautels’ favorite places to shop. enabled the hiring of warehouse manager “I think I’ve only missed one time since Kendra Hoyle, who oversees day-to-day they opened and that was because I was sick,” operations, including coordinating volunteers, says Desautels, a veteran first-grade teacher processing inventory, and managing the at Mineral Springs Elementary School. “Other hundreds of donations received each week. than that, I am there every time. It’s a wonderful Now that her hours have expanded to fullthing to have that kind of support.” time, Kendra will soon be managing an online A collaboration of Forsyth Educator store to make shopping even more accessible Partnership, Winston-Salem/Forsyth County to teachers. Council of PTAs and the school system, the “Our volunteers are indispensable, that’s all Educator Warehouse stocks roomfuls of new I can say,” Hoyle says. “It helps make my job and gently used items donated by businesses, a lot easier when you have people behind you organizations, and individuals. that go the extra mile.” Teachers can “shop” four times during Hoyle quickly became an asset herself, the school year for a designated amount of rearranging and sprucing up the warehouse free supplies, ranging from standard pencils, space to make the shopping experience spiral notebooks, calculators, and glue sticks as pleasant as possible for her customers. to specialty items such as holiday decorations, “Teachers have one of the few jobs where games, and craft supplies. The estimated value we ask them to contribute out of their own
Between 2013 and 2016, Forsyth Educator Partnership received three Community Grants totaling $68,880 to support the part-time warehouse manager position at the Educator Warehouse. The Foundation provided a 2017 Community Grant for $13,000 to expand the position to full-time.
pockets. So if we can help just a little bit, it’s a great thing,” she says. “We try to do as much as we can with what we have to give them what they need. We have a lot of regular customers who say, ‘I would not miss this for anything.’ ” Peggy Desautels is one of Hoyle’s most creative customers. On one shopping trip she scored a bunch of feather boas, which came in handy when her students dressed up as the characters in “Where the Wild Things Are.” Another time she discovered beads donated by a crafts store, which the kids used along with pipe cleaners for counting during a math lesson. A must-have for every child in her class is a one-inch notebook. “Each child gets one of those as a science journal,” she says. “They feel like big kids when they have their own science journal, and they are so proud that they get to take that notebook home at the end of the year.” And whenever Desautels happens upon those once-popular Beanie Babies, she just can’t resist. Her kids enjoy writing stories about the stuffed animals, reading to them, and ultimately taking them home to stay. These are just a few of the many ways the Educator Warehouse is helping our teachers make magic happen in the classroom. The Heart of Community
[ 31 ]
GRANTS
[ 32 ]
Types of Grants
34
Grantmaking Partners
35
Community Grants 2016
36
The Winston-Salem Foundation annual report
Foundation grants provide significant support for two main constituencies: nonprofit organizations as they make our community a healthier place to call home, and local students as they pursue higher education. In 2016, we made more than
$38 million
in total charitable grants.
84%
of those stayed in North Carolina
60%
of those stayed in Forsyth County
Of total charitable grants, we awarded more than
$2.8 million
through our Community Grants program. We provided
544 scholarships totaling more than
$900,000
in the 2016–17 school year.
Grants
[ 33 ]
Scene from the annual Bookmarks Festival
Types of Grants Donor-Advised Grants are
Designated Grants provide long-term
recommended by donors of individually-advised funds, both endowed and non-endowed.
annual support from an endowment fund’s income for one or more organizations that were specified by the donor at the time the fund was created.
Community Grants support nonprofit
organizations that are making a positive long-term impact on our local community. Funding for these important grants comes from Unrestricted and Field of Interest endowment funds that have been established by donors. For more information, visit the Grant Seekers tab at wsfoundation.org.
Scholarships assist students in paying
for their post-secondary education. For more information, visit the Students tab at wsfoundation.org. Agency Endowment Grants provide
support to charitable organizations through endowments that were established by nonprofits to support their own work in the community.
Donor-Advised (Non-Endowed Funds) (52%) Agency Endowment (2%) Scholarships (2%)
2016
Community Grants (7%)
Foundation Grants by Grant Type ($) Designated (10%)
Donor-Advised (Endowed Funds) (27%)
[ 34 ]
The Winston-Salem Foundation annual report
Meet a Grantmaking Partner When Tim Prout and his wife Nan were looking to relocate in 1982, they were drawn to Winston-Salem by the strong presence of its arts and cultural institutions—including UNC School of the Arts, as Nan was interested in costume design. “For a community of its size, we thought Winston-Salem had a lot going for it,” Tim recalled. Since then, Tim has been dedicated to giving back to the organizations that enrich the city he calls home. He does so by making grants to nonprofits directly from his donoradvised fund at the Foundation, and also by participating as a Grantmaking Partner. In 2017, Tim partnered with the Foundation on a grant to Bookmarks, Winston-Salem’s literary arts organization, to fund a staff position for their new independent bookstore. He has also partnered on a grant to 88.5 WFDD to support their educational programs for middle and high school students. “When organizations receive Foundation funding, you know the projects have been thoroughly researched,” Tim notes. “I also like to check out the online Grantmaking Partners opportunities to learn more about the nonprofits I care about and support them in a new way.” Tim Prout supported a 2017 Community Grant to Bookmarks to help fund a staff position to manage its new independent bookstore and event space.
Grantmaking Partners The Foundation’s staff is out in the community every day, working to strengthen local organizations and convene groups around important issues. Through Grantmaking Partners, donoradvised fundholders can support this work by partnering on specific Community Grant and Community Leadership opportunities by making grants from their own funds. In 2016, 23 donor-advised fundholders contributed a total of $273,350 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 $6,833,750 endowment! We are most thankful for our Grantmaking Partners listed here.
GRANTMAKING PARTNERS (1/1/2016 – 6/30/2017)
Laura and Jeff Allen Gayle Anderson Edward Beason Paul and Fran Breitbach Mike and Wendy Brenner Mary Eagan Mike and Meredith Fisher Bob and Lisa Gfeller Kirk and Pug Glenn Charlie Hemrick and Norma Charles-Sink Frank and Dell James JT and Kelly Kappes Debbie and Jeff Long Debbie Marshall Rick and Lois Moss David and Kathy Murray Walt and Martha Ann Murray Katherine Otterbourg Steve and Frances Porter Tim Prout Anna Reilly and Matthew Cullinan Dale Seibert Peggy Taylor
Grants
[ 35 ]
Community Grants 2016 In 2016, the Foundation supported nonprofit programs with more than $2.8 million in Community Grants that are making a difference in a wide variety of areas in Forsyth County. Funding for these grants comes from Unrestricted and Field of Interest Funds that have been established by donors, as well as from our Grantmaking Partners.
Human Services (23%)
Recreation (2%) Environment (4%) Health (7%)
2016
Public Interest (18%)
Education (18%)
Community Grants by Program Area ($)
Arts & Culture (12%)
Community & Economic Development (16%)
ANIMAL WELFARE Sergei Foundation
$10,500
for a part-time program manager
$42,000
for technology upgrades
ARTS & CULTURE Arts Council of Winston-Salem and Forsyth County Associated Artists of Winston-Salem
$7,000
for a membership and gallery coordinator for a third year
Authoring Action
$17,850
to support a part-time marketing director/administrative support position for a second year
Ava Gardner Museum
$7,000
for building repairs
Bookmarks Helen Simoneau Danse Körner’s Folly Foundation Olio
$25,872 $3,150 $26,250 $1,000
for an education and program specialist to support the administrative assistant and public relations agent and to expand the residency for a third year for a site manager for a second year
– SCOTT WIERMAN, PRESIDENT
for a temporary bookkeeper position
Reynolda House Museum of American Art
$36,750
for a fellow for rebranding and special event initiatives
RiverRun International Film Festival
$10,500
to engage a professional consultant to assist in the search for a new executive director
RiverRun International Film Festival
$21,000
for a development coordinator for a second year
Sawtooth School for Visual Art
$16,800
for a development assistant for a third year
SECCA Foundation
$34,650
for a volunteer coordinator/museum preparator
Twin City Stage
$24,150
for an operational and programmatic evaluation process
UNC School of the Arts Foundation
$10,500
to create an associate director position for the preparatory dance program
Winston-Salem Delta Fine Arts
$1,000
Winston-Salem Delta Fine Arts
$20,000
for a full-time executive director
Winston-Salem Symphony
$26,250
for a resource coordinator position for a second year of support
TOTAL
“We greatly appreciate our donors who support unrestricted grantmaking as well as local nonprofits that are providing vital programming and services to the community.”
to host a finale event for a Haitian art exhibit
$331,722
Grants
[ 37 ]
Community Grants, continued
COMMUNITY & ECONOMIC DEVELOPMENT Center for Creative Economy Center for Design Innovation Community Innovation Lab
$35,175
for a full-time project assistant and marketing consultant
$35,910
for organizational and development planning
$100,000
for phase II of the Winston-Salem Community Innovation Lab
Forsyth Community Food Consortium
$35,700
to support the Forsyth Community Food Consortium for a third year
Goler Community Development Corporation
$55,000
for community development projects in areas around Goler Memorial AME Zion Church and east Winston-Salem for a second year
Habitat for Humanity of Forsyth County
$31,785
for a marketing and volunteer engagement manager
Neighbors for Better Neighborhoods
$10,000
to provide funds for neighborhood projects and programs
Neighbors for Better Neighborhoods
$80,000
to support the development of community assets in neighborhoods
Simon Green Atkins Community Development Corporation
$65,000
for staff to manage the expansion of the business incubator facility for a second year
$10,000
to support the Assets for Independence Demonstration Program
United Way of Forsyth County TOTAL
$458,570
EDUCATION Big Brothers Big Sisters Services
$45,000
for a full-time marketing, communications, and outreach coordinator
Center for Smart Financial Choices
$10,200
for a part-time youth program educator for a second year
Crosby Scholars Community Partnership
$42,000
Dream School Forsyth Education Partnership Forsyth Technical Community College Foundation
$18,900 $100,000
for a full-time advisor coordinator position for a podcast summer camp offered to Carter G. Woodson students for a part-time educator warehouse manager for a third year for the capital campaign
Junior Achievement of the Triad
$16,800
for a programs manager for a second year
Kaleideum Downtown
$75,000
for expenses related to the merger of SciWorks and the Children’s Museum of Winston-Salem
Kaleideum Downtown
$33,600
for a full-time maker manager position
Kaleideum Downtown
$37,800
ReadWS
$8,400
for a part-time IT systems specialist and software to expand the assistant director’s hours for a second year
The Centers for Exceptional Children
$25,200
to create an outdoor play and learning environment for infants and toddlers
The Forsyth Promise
$50,000
to support the Forsyth County Cradle to Career partnership for a third year
Winston-Salem Street School
$26,250
for a full-time guidance counselor
Winston-Salem/Forsyth County Schools
$15,225
for parent and community engagement events at Cook Literacy Model School
TOTAL
[ 38 ]
$500
The Winston-Salem Foundation annual report
$504,875
Community Grants, continued
ENVIRONMENT Gateway Environmental Initiative
$24,400
for the Gateway Nature Preserve to develop a master plan
NC Cooperative Extension Service, Forsyth County
$1,000
for the urban farm school
NC Cooperative Extension Service, Forsyth County
$5,250
to continue funding the restoration of the Arboretum at Tanglewood
NC Cooperative Extension Service, Forsyth County
$4,200
to build social capital by expanding community gardens in Forsyth County
Piedmont Environmental Alliance
$14,000
for a program manager for a second year
Piedmont Land Conservancy
$30,000
for a full-time land protection specialist
Winston-Salem/Forsyth County Schools
$20,000
for pre-development activities for a reforestation project
Yadkin Riverkeeper TOTAL
$17,500
for a full-time campaign coordinator position for a second year
$116,350
HEALTH CareNet Counseling Centers
$31,269
for a clinician to work with older adults
Childress Institute for Pediatric Trauma
$13,440
to host a continuing education course for youth sports first responders
FaithHealth Innovations
$15,750
to assist with the Community Health Asset Mapping Partnership
Heartstrings, Inc.
$31,083
to diversify the pregnancy and infant loss program and to expand the executive director position
Hospice Foundation
$31,500
for a marketing and rebranding initiative
NC Harm Reduction Coalition
$7,000
for an outreach worker and a health educator for the overdose prevention program for the third year
Novant Health Foundation - Forsyth
$31,500
for two peer support specialists for a second year
Planned Parenthood South Atlantic
$26,250
for a community health educator
Special Olympics NC
$4,200
for a health screening event and a weight loss intervention program for individuals with intellectual disabilities for a second year
Wake Forest University Health Sciences
$21,036
for a bilingual Hispanic Clinical Trial Navigator at the Comprehensive Cancer Center for a second year
TOTAL
$213,028
Grants
[ 39 ]
Community Grants, continued
HUMAN SERVICES Bethesda Center for the Homeless
$31,237
for a case manager for a second year
Carolina Center for Cognitive Rehabilitation
$12,750
for a part-time clinical rehabilitation professional for a second year
Children’s Hope Alliance
$15,750
for electronic health record software
Crisis Control Ministry
$19,950
to support the Poverty Simulation Initiative
$5,145
for technology upgrades and board training
El Buen Pastor Latino Community Services Experiment in Self Reliance
$12,448
for a part-time finance accountant assistant for a third year
Family Services
$27,300
for the Family Violence Prevention Initiative
Family Services Family Success Collaborative
to provide direct assistance to victims of violent crime for two family advocates in the Boston-Thurmond neighborhood
Forsyth County
$36,363
for the Stepping Up Process to End Recidivism project
Goodwill Industries of Northwest NC
$48,300
for an advisor to individuals participating in the Youth in Transition Initiative
Goodwill Industries of Northwest NC
$35,000
for a workforce development director at The SECU Commons for a second year
Imprints Cares
$31,500
for a part-time evaluator position
Lutheran Services Carolinas
$42,000
for a lead clinical specialist for a new therapeutic foster care program
Next Step Ministries
$15,000
for emergency assistance to cover half the salary of the case manager position
Riverwood Therapeutic Riding Center
$15,750
for a development director for a third year
Salemtowne - The Moravian Retirement Community
$60,000
for a short-term rehabilitation facility
Senior Services
$42,000
to support the Home Care program for high-risk seniors for a third year
Sunnyside Ministry of the Moravian Church
$10,500
for a program manager for a third year
United Way of Forsyth County
$20,000
to fund the Ten-Year Plan to End Chronic Homelessness
Vigils for Healing
$3,000
to provide monetary support for the family members of victims of violent death
Winston-Salem Industries for the Blind
$1,000
for a music education program
Winston-Salem Industries for the Blind
$30,000
for a strategic planning consultant
Work Family Resource Center
$31,500
for a part-time development director
World Relief High Point
$12,600
to support the Anti-Human Trafficking program manager position for a second year
TOTAL
[ 40 ]
$1,000 $100,800
The Winston-Salem Foundation annual report
$660,893
Community Grants, continued
PUBLIC INTEREST Common Cause North Carolina ECHO Award
$15,750 $5,000
for a nonpartisan voter guide 2016 ECHO Award Recipients
Financial Pathways of the Piedmont
$23,000
for a program coordinator for the Asset Building Coalition for a second year
Forsyth County Nonprofit Communications Initiative
$75,000
to assist 14 organizations to increase their communications capacity
Forsyth County Public Library
$52,500
to create a reading garden at the new Central Library
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
$70,000
to support capacity building for nonprofits and increase volunteerism
HandsOn Northwest NC Hispanic League
$2,500 $48,055
to host two Raiser’s Edge consulting/training sessions for a full-time development director
Leadership Winston-Salem
$19,600
for a part-time program coordinator and a part-time alumni coordinator for a second year
NC Network of Grantmakers
$27,200
for Forsyth County nonprofit organizations to participate in a communications collaborative
Non-Profit Internship Program Old Salem Museums and Gardens Rufus Dalton Awards WinstonNet
$5,839 $36,750 $1,207
to support a statewide collaborative summer internship program to help promote diversity in the nonprofit sector to engage a consultant to assist in the search for a new president and CEO to present the Rufus Dalton Award to an officer who was injured in the line of duty
$21,000
to expand the executive director’s part-time hours for a third year
Winston-Salem Foundation Award
$10,000
2016 WSF Award Recipient—Sylvia Oberle
YWCA of Winston-Salem/Forsyth County
$30,000
for a vice president of advancement
TOTAL
$518,401
RECREATION Dreamland Park Neighborhood Association Girl Scouts Carolinas Peaks to Piedmont Lights Out Track and Field Club Old Hickory Council, Boy Scouts of America
$1,000 $36,750 $500 $21,000
for costs associated with revitalizing the 14th Street Recreation Center and playground for an outreach program manager for a second year to assist with registration fees for youth to participate for a full-time marketing director for a second year
R.I.S.E. 4 Girls
$300
Winston-Salem Roadrunners Track Club
$500
to pay registration fees for youth who cannot afford to participate
Winston-Salem Tennis
$625
to cover the entry cost of 25 children in the Lucky Duck Abilities Tennis Tourney and skills clinic
Winston-Salem/Forsyth County Schools TOTAL
TOTAL AMOUNT AWARDED IN 2016
$1,000
to host workshops to empower school age girls
for the Speas Global Elementary School soccer club
$61,675
$2,876,014
Grants
[ 41 ]
FUNDS & DONORS
[ 42 ]
Unrestricted and Field of Interest Funds for Community Grants
44
Endowed Donor-Advised Funds
50
Designated and Agency Endowment Funds
53
Student Aid Funds The Winston-Salem Foundation Scholarship and Education Grant
The Winston-Salem Foundation annual report
Non-Endowed Donor-Advised Funds
60
Temporary Funds
64
Charitable Trusts
65
Book of Memory
66
57
The Legacy Society
67
59
Donors to Flexible Funds
70
The Foundation administers more than 1,300 charitable funds for a wide variety of philanthropic purposes.
Types of Funds ENDOWED FUNDS
NON-ENDOWED FUNDS
Unrestricted Funds for Community Grants support
Designated Funds are established by donors
Non-Endowed Donor-Advised Funds, which are
a wide variety of changing funding opportunities over time through Community Grants.
who wish to provide annual support to specific charities in perpetuity.
essentially charitable checking accounts, offer donors a simple and efficient vehicle for annual charitable giving.
Field of Interest Funds for Community Grants
Agency Endowment Funds are established by
allow donors to support grants within a specific area of interest, such as arts and culture, the environment, or human services.
charitable organizations to enhance their work and support their long-term sustainability.
Endowed Donor-Advised Funds enable up to
scholarships to pursue their post-secondary academic goals.
two family generations to make charitable grant recommendations before converting to another endowed fund type. These funds can simplify charitable giving and are an attractive alternative to a private foundation.
Student Aid Funds provide students with
Real Estate Funds are properties designated
for a charitable use and titled in the Foundation’s name.
Temporary Funds are held for a limited time
for emerging organizations and individual memorial funds. CHARITABLE TRUSTS
Charitable Lead Trusts enable donors to make
significant charitable gifts for the term of the trust while transferring substantial assets to beneficiaries later. Charitable Remainder Trusts allow donors and/or
Other Assets (1%) Donor-Advised Funds (Endowed) (39%)
Real Estate Funds (1%) Agency Endowment Funds (4%)
a designated beneficiary to receive income for the life of the trust, with the remainder going to support charitable causes.
Student Aid Funds (5%)
2016
Foundation Assets by Fund Type ($)
HOW TO ESTABLISH A FUND Donor-Advised Funds (Non-Endowed) (6%)* Charitable Lead Trusts and Charitable Remainder Trusts (9%)
Designated Funds (21%)
Setting up a fund and establishing your giving legacy is simple. For more information, contact our Philanthropic Services staff at giving@wsfoundation.org or (336) 725-2382.
Unrestricted and Field of Interest Funds for Community Grants (14%) * includes Temporary Funds
Funds & Donors
[ 43 ]
Endowed Funds
Unrestricted and Field of Interest Funds for Community Grants
Unrestricted Funds support a wide variety of changing funding opportunities over time through Community Grants. Field of Interest Funds allow donors to support Community
Grants within a specific area of interest, such as arts and culture, the environment, or human services.
NEW FUNDS (7/1/2016 – 6/30/2017)
PURPOSE
James A. and Elizabeth K. Fyock Fund
Established by James A. and Elizabeth K. Fyock in 1999 as an advised fund and converted to an unrestricted fund in 2016
Doris Joyce Kohfeldt Educator Fund
Established by D. Joyce Kohfeldt to help support and sustain the Foundation’s Teacher Grants program in Forsyth County
Debra Lynn Westrick & Pamela Carol Westrick Educational Fund
Established by the estate of Pamela Carol Westrick for an educational advancement fund for children
FUND
YEAR
PURPOSE
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
Clifton E. and Ruth Brewer Beck Memorial Fund
2010
Established through the estates of Clifton and Ruth Beck
[ 44 ]
The Winston-Salem Foundation annual report
Unrestricted and Field of Interest Funds, continued
FUND
YEAR
PURPOSE
George and Edna Blanton Fund
2010
Established with the remainder of the George and Edna Blanton Charitable Annuity Trust
Blount Fund
2010
Established by Frederick A. Blount, MD to support programs for high-risk youth and single teen parents
Lila Church Bradford Memorial Fund
1999
Established as an unrestricted fund
John W. Burress Community Fund
2007
Established as an unrestricted fund
Albert L. Butler, Jr. Fund
1997
Established by the Kate B. Reynolds Charitable Trust in memory of Mr. Butler to support the poor and needy
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund—Unrestricted
2000
Established by the estate as an unrestricted fund
Camp Robert Vaughn Fund
1990
Established from the proceeds of the sale of Camp Robert Vaughn to support grants for children and youth
Carolina Steel Endowment Fund
1988
Established as an unrestricted fund to support worthy public purposes
Henry M. Carter, Jr. Fund
1997
Established by friends of Mr. Carter at his retirement as president of The Winston-Salem Foundation as an unrestricted fund
A. F. Clement Trust for Youth
1970
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
Elizabeth T. Edmondson Fund
2015
Established with the charitable remainder of the Elizabeth T. Edmondson Irrevocable Living Annuity Trust
Eisenberg Family Fund for Arts and Culture
2007
Established as a field of interest fund to support arts and culture
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
Funds & Donors
[ 45 ]
Unrestricted and Field of Interest Funds, continued
FUND
YEAR
PURPOSE
Louise Futrell Fund
1991
Established by bequest as an unrestricted fund
Gaddy Educator Fund
2010
Established by Joe and Margaret Gaddy to provide mini-grants for the professional staff at R.J. Reynolds High School
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
Linda and John Garrou Charitable Fund
2016
Established by John and Linda Garrou 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
B.F. Huntley and Josephine Huntley Trust 1997
Established by Mr. and Mrs. Huntley’s grandchildren and great grandchildren in their memory and in honor of their daughter, Kathleen Huntley Spencer, on her 95th birthday
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
Established by Allie and Frances Hutchison as an unrestricted fund
[ 46 ]
2013
The Winston-Salem Foundation annual report
Unrestricted and Field of Interest Funds, continued
FUND
YEAR
PURPOSE
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
Lassiter Animal Welfare Fund
2003
Established with an estate gift from Allene D. Lassiter for the benefit of animals in Forsyth County
Lipscomb Fund
2004
Established in honor of Guy and Margaret Lipscomb by their granddaughter
Frank E. Llewellyn T.B. Fund 1970
Established by bequest by Elizabeth P. Llewellyn for general health purposes with a priority for tuberculosis purposes whenever possible
John C. Long, M.D. Fund
1994
Established by friends of Dr. Long for support in the area of health
Elizabeth Lovett Education Endowment
1996
Established as a fund to support education
Thomas Jack Lynch Memorial Fund
1996
Established by an estate gift as an unrestricted fund
Harvey Seward Martin Fund
1996
Established by bequest by Mrs. Martin for educational purposes at the discretion of the Foundation Committee
Masich Fund
2004
Established by Jane and Tony Masich as an unrestricted fund
Drane V. McCall Fund for Winston-Salem Beautiful
2008
Established by Dr. Bill McCall in honor of his wife, Drane V. McCall
John Alexander McClung, DDS, FACD Trust 1994
Established by Mary Louise Gray in memory of her father to support Christian-related programs or organizations in the local community as determined by the Foundation
Isabel McRae Fund
1981
Established by bequest as an unrestricted fund
Michalove Fund
2004
Established as an unrestricted fund with 41 consecutive years of contributions to the General Endowment Fund
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
Established by Grizzelle M. Norfleet in memory of her brother, who served as secretary of the Foundation during its early years
1976
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
Funds & Donors
[ 47 ]
Unrestricted and Field of Interest Funds, continued
FUND
YEAR
PURPOSE
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
Samuel and Elizabeth Rose Fund
1998
Established by bequest by Samuel M. Rose to support general charitable purposes
Sarah Shore Ruffin Fund
2004
Established by beneficiary designation of the Sarah S. Ruffin IRA
Kenard Eugene Sales Memorial Fund
2001
Established in memory of Kenard E. Sales by family and friends to support programs benefiting disadvantaged youth
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
Adrian R. and Robert D. Shore Fund
2015
Established by Robert and Adrian Shore in 1999 as an advised fund and converted to an unrestricted fund in 2015
Emma Jane Skinner Fund
2001
Established by Frank B. Hanes to support human services organizations
Ann Lewallen Spencer Fund for Education
2016
Established with the remainder of the Ann Lewallen Spencer Scholarship Fund for the field of interest of education
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
[ 48 ]
The Winston-Salem Foundation annual report
Established by bequest to support general educational purposes with an emphasis on programs providing enrichment and outreach
Unrestricted and Field of Interest Funds, continued
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
Maytrice Walton Fund
2010
Established to support elementary school teacher grants
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. Crime Prevention Fund
1996
Established by the A. Tab Williams, Jr. Charitable Lead Annuity Trust for crime prevention programs
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 with 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
Blanche Raper Zimmerman Fund 1986
Established to offer scholarships for Forsyth County teachers to increase their understanding of and appreciation for world cultures
Funds & Donors
[ 49 ]
Endowed Funds
Donor-Advised Funds NEW FUNDS
(7/1/2016 – 6/30/2017)
Donor-Advised Funds enable up to two family generations to make charitable grant recommendations before converting to another endowed fund type. These funds can simplify charitable giving and are an attractive alternative to a private foundation.
Paul and Judy Moore Briggs Family Fund
2000
Creative Corridors Coalition Fund
Anonymous (2)
Royall and Alice Brown Advised Trust
1993
Credence Fund
Hatchell Fund for the Community
Royall R. Brown, Jr. Advised Trust
1992
Bill and Betty Gray Davis Fund
2016 1997 2000
Logan Fund for Arts and Culture
Christopher David Budd Fund
1996
John and Terrie Davis Family Fund
1999
Morris and Denise Moore Charitable Trust Fund
Joseph R. Budd Family Trust
1997
Deem/Turner Charitable Endowed Fund
2012
Jim and Janet Thompson Family Gift Fund
Nathan, Jordan, and Nicholas Budd Fund
1998
DeForest Family Fund
2003
Richard P. and Sylvia S. Budd Fund
1983
Driscoll Family Fund
1997
Burr Family Trust
2006
Nancy W. Dunn Trust for Spiritual Development
John W. Burress Advised Fund
2008
EHI Fund
FUND
YEAR
Anonymous (8)
1995 2004
William T. and Sylvia F. Alderson Fund
1997
Cardwell-Archer Charitable Fund
2001
Elkin Community Trust
1993
Susan and Jerry Arnold Trust
2011
Douglas and Marilyn Cardwell Fund
2010
C.B. Eller Education Fund
1987
Philip S. Auchincloss Fund
2000
Mary J. and Kenneth P. Carlson Advised Fund
2000
Grace H. Emken Fund
1993
Robert G. Auchincloss Fund
2000
Carr Family Advised Fund
2006
Robert A. and Constance C. Emken Fund
2014
Sam N. Carter and Pauline H. Carter Fund
2000
Dan and Margaret Austell Fund
2015
Ann and John Faris Community Fund
2008
Cawood Courage Fund
1993
Finley-Anderson Fund
1994
2004
Lee Chadwell Fund
2002
Firetree Fund
2008
2010
Chuck and Bobbie Chambers Advised Trust
1992
Robert and Carol Ford Charitable Trust
1996
Bert and Joy Bennett Family Fund
2012
Chapman Family Fund
2010
For Katie’s Sake Endowment
2012
Black Philanthropy Initiative Endowment
2013
Lucy Hanes Chatham Fund
1949
Andrea and Brian Fox Fund
2013
1997
Marshall B Bass Children’s Fund Endowment
2004
Bartlett and Wyatt Bassett Fund Andrew Beattie Endowment
Ted and Charlotte Blount Fund
Lucy Hanes Chatham Library Fund
1951
Fries-Willingham Fund
2011
Karla Bolen Memorial Fund
2003
Richard T. Chatham Fund
1972
Dr. Kenneth R. Gallup, Jr. Family Charitable Fund
1996
Elizabeth E. and Henry M. Booke Trust
1994
Thomas Lenoir and Anna Hanes Chatham Fund
1998
Thad W., Mildred B. and Kathryn W. Garner Trust
1998
Sam and Anne Booke Family Trust
1989
Gerald L. Chrisco and Allison D. Chrisco Charitable Fund
2013
James E. Gay III Family Fund
2015
Julian R. and Mary P. Bossong Fund
1998
Robert Clark Family Fund
1997
Skip and Beth Boswell Trust
2007
Phillip M. Clifton, MD Memorial Fund for Children
Nick and Nancy Bragg Arts Fund
2013
Braswell Family Charitable Fund
1995
Genesis Fund
2007
2003
Glade Valley School Fund
1988
Brenda Kulynych Cline Fund
1998
Annie Bennett Glenn Fund
2010
Clover Street Fund
2003
Madlon and Kirk Glenn Family Fund
2010
Felice and Richard Brenner Fund
2014
Ron and Jeff Coppage Cancer Fund
1999
Alice O’Kelley Goodson & William A. Goodson, Jr. Family Trust 1991
Mike and Wendy Brenner Trust
2002
A. Robert Cordell Family Trust
1998
Alice Jane Goodson Fund
2011
Ann and Herbert Brenner Charitable Fund
2015
Joan R. and David L. Cotterill Advised Trust
1994
William A. and Georgia H. Goodson Fund
1968
[ 50 ]
The Winston-Salem Foundation annual report
Endowed Donor-Advised Funds, continued
FUND
YEAR
McGuirt Family Fund
1996
L. Gordon, Jr. and June D. Pfefferkorn Trust-2
1999
1996
McHugh Family Fund
2012
Steve and Carolyn Phelps Fund
2011
Bernard & Anne Howell Gray Advised Fund for the Community 1998
J. Frank and Laura Turnage McNair Charitable Trust
1996
Piedmont Federal Fund
1993
Green Angel Fund
William and Kim Means Charitable Fund
1996
Ruth M. and Clifton E. Pleasants Trust
1990
Louis and Marcia Gottlieb Family Fund
1997
J.T. Greene, Jr. Charitable Trust
1995
Medlin Charitable Fund
1994
Ruth M. Pleasants Family Fund
2015
George and Hoyte Hall Family Advised Fund
2014
John and Kelly Merritt Family Charitable Trust
2007
Ashburn Wright Wall Pollock Charitable Trust
1994
Hanes Family Downtown Fund
2003
Molly Millis Young Fund
2010
Frances and Steve Porter Family Fund
2010
R. Philip and Charlotte M. Hanes Community Trust
1988
James and Deborah Millis, Jr. Fund
2009
Billy D. and Deborah Prim Donor Advised Fund
2004
Harrison Family Fund
2001
James H. Millis, Jr. Family Advised Fund
2012
Gladys Cain Pulliam and Grady R. Pulliam, Jr. Fund
2007
Sam and Kathryn Hauser Fund
2005
William B. Millis Family Advised Fund
2015
David and Deborah Rice Fund
1995
Thomasine Herring Hayes Fund
2009
Dr. John H. and Elizabeth B. Monroe Fund
2002
Roaring Gap Community Fund Endowment
2010
Steve and Ann Hendrix Fund
2001
Elsie L. Morris Fund
1999
Roaring Gap Fund Education Endowment
2011
Emily Millis Hiatt Fund
2010
Morgan Family Charitable Trust
2010
T. Wayne Robertson Memorial Fund
Dorothy R. Hilton and J. Glenn Hilton Family Fund
2012
Gene and Margaret Motsinger Family Fund
2006
Roslyn Trust
2000
Judith Hoots Family Fund
2005
Neal Family Fund
2001
Rubin Family Fund
2000
Leonard Howard and Wilma G. Howard Fund
2014
Lucian and Robie Neal Fund
2002
Tom and Kathy Rucker Charitable Trust
2000
David A. and Roberta W. Irvin Fund
2000
Janeway Family Fund
1996
W.T. and Mary Cobb Jenkins Family Fund
2005
Florinda C. Johnson Charitable Fund
2005
1998
Stephen L. Neal Advised Fund
1997
Guy and Liz Rudisill Fund
1993
T. David Neill Family Fund
1998
Benjamin and Avon Ruffin Family Fund
2007
Henry McVeigh Noel II Advised Fund
2013
Jack and Betty Runnion Fund
1996
O’Brien Family Fund
2005
Britton Rudolph Noel Sams Advised Fund
2013
Garland Johnson Fund for the Benefit of Elkin Public Library
2001
Sam C. Ogburn, Sr. and Mary Ceile F. Ogburn Fund
2007
Pearl and Ray Sams Family Trust
2000
J. Michael Johnston Memorial Fund
1996
Kevin and Wendy Oliver Advised Fund
2013
Phoebe B. and William M. Satterwhite, Jr. Fund
2005
Jones Family Fund
2006
Orr Family Charitable Trust
1999
Daniel and Linda Sayers Charitable Fund
1996
Leon and Renee Kaplan Fund
1999
Katherine W. Otterbourg Fund
2003
Margaret Scales and Graydon Pleasants Endowment
2007
Stanhope A. and Elizabeth P. Kelly Family Advised Fund
2012
Barbara and C.T. Overby Youth Golf Fund
2006
Michelle and Alex Schenker Fund
Kind Kids Care Advised Fund
2012
Barbara M. Page Fund
2013
Andrew J. and Ellen N. Schindler Advised Fund
Dale King Fund
2004
2015 2004
Marlene and Craven Page Trust
1997
Serendipity Fund
2015
L. Andrew Koman and Leigh E. Koman Fund
1999
Dwight E. and Annie E. Pardue Fund-Dwight E. Pardue, Jr.
2016
Marcus and Jacqueline Shelton Family Fund
2015
Thomas J. and Lynne Koontz Charitable Trust
1996
Dwight E. and Annie E. Pardue Fund-Richard Pardue
2016
SKM Charitable Fund
2004
Lippard Traumatic Brain Injury (TBI) Fund
2011
Harry O. and Margaret W. Parker Family Trust
2006
Katie Sleap Memorial Fund
2005
Jeff and Debbie Long Fund
2012
Nathan E. and Lisa J. Parrish Advised Fund
2007
Zach Smith Fund
2009
Lowy Family Fund
1997
Eugene and Ann Paschold Fund
1996
F. Conard and Jean Snyder Fund
2005
M3 Family Fund
2012
Bob Pate Memorial Fund
1987
Morris and Lillian Sosnik Memorial Fund
1987
Jim and Mary Allen Martin Fund
2012
Pauline Davis Perry Fund
1996
Jonathan Mark Spaugh Memorial Charitable Fund
2010
McGowen Charitable Fund
1996
L. Gordon and June D. Pfefferkorn, Jr. Trust
1993
William A. and Eleanor W. Starbuck Advised Fund
2010
Funds & Donors
[ 51 ]
Endowed Donor-Advised Funds, continued
FUND
YEAR
Wall Family Trust
2002
William A. and Eleanor W. Starbuck Charitable Fund
2010
Ward Family Advised Trust
1995
Nealie Belk Stevens Fund
1962
Sharon L. Washington-McBryde Memorial Fund
2005
John Stewart Charitable Fund
2014
Bill and Judy Watson Fund for the Arts
Richard and Wendel Stockton Fund
1997
Edward Kent Welch Memorial Fund
2005
Janice Kulynych Story Fund
1998
A.T. Williams Oil Company Fund
1988
Charles V. Taft Family Charitable Trust
1995
Catherine R. Williams Family Fund
2003
John A. and Marguerite B. Taylor Fund
1986
John W. and Donna H. Willingham Advised Fund
2006
2011
Thompson/Rotary Club of Winston-Salem Educational Fund 1950
Diana Dyer Wilson Endowment Fund
1971
Thornton Family Fund
2001
Jane Butler and J.D. Wilson Family Trust
1983
Tuttle Family Charitable Fund
2005
Paula Wimmer Memorial Fund
2006
Harry and Nancy Underwood Advised Trust
1994
Windfall Fund
Margaret M. Urquhart Advised Fund
2001
Ann King Windham Fund
Robert W. Van Camp Advised Fund
2015
Winston-Salem Dash Baseball Community Trust
Carolyn H. Vaughn Fund
1997
Winston-Salem/Forsyth County Economic Development Fund 1985
[ 52 ]
The Winston-Salem Foundation annual report
2012 2004 1999
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
Endowed Funds
Designated and Agency Endowment Funds
Designated Funds are established by donors who wish to provide annual support to specific charities in perpetuity.
Charitable organizations can establish Agency Endowment Funds to enhance their work and support their own longterm sustainability.
NEW FUNDS (7/1/2016 - 6/30/2017)
PURPOSE
Nancy S. Spencer Fund
Established by Nancy S. Spencer for HopeWay Foundation
R. Michael and Janet Wells Fund
Established by R. Michael and Janet Wells for Ardmore Baptist Church and the Foundation’s education initiatives
A. Tab Williams, Jr. Fund for Senior Services
Established by the A. Tab Williams, Jr. Charitable Lead Annuity Trust for the Adult Day Care Program and/or Alzheimer’s Center
William Fletcher and Allan C. Hollan Womble Fund
Established by the W. F. Womble Irrevocable Living Unitrust for Centenary UMC
FUND
YEAR
Anonymous (1)
Sarah Austin Family Services Shelter Trust
1991
Albert L. Butler, Jr. and Elizabeth Bahnson Butler Fund
2011
Mary Ruth B. Barrett Fund
2006
Adam Legacy Endowment Fund
2013
Celestine Pate Bass Memorial Hospice Fund
2007
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund-Designated
2000
Louise and Sam Adams Designated Fund
2005
1997
Camp Civitan Fund
Louise S. and Samuel C. Adams Trust
2013
Marshall B Bass Best Choice Center Endowment Fund
Joyce Adger Endowment for Bethesda Center
2009
Marshall B Bass Fund for Senior Services
2008
Emily Allen Wildflower Preserve Protection and Management Endowment
2001
Marshall B and Celestine P. Bass Endowment
2008
Dorothy M. Carpenter Fund
2008
Bill and Hallie Beckerdite Trust Fund
2010
Carr Family Fund-Designated
2006
1986
William Joyce Camp Dogwood Endowment
1995
Martha B. and Robert M. Carlisle, Jr. Fund
2015
Celeste Tucker Alspaugh Memorial Trust
1964
Bellin Charitable Fund
2014
Centenary United Methodist Church Sunday School Fund
1927
John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust-Children’s Home
1964
Nathalie L. Bernard Fund
1963
The Centers for Exceptional Children Endowment
2010
Big Brothers/Big Sisters Services, Inc. Endowment
1996
Perry B. Clark Memorial Fund of Leadership Winston-Salem
1987
American Red Cross (Northwest North Carolina Chapter) Endowment Fund
1997
Mary Leight Booe Fund
1989
A.F. Clement Trust-Designated
2011
Daniel and Jo Ann Boucher Industries for the Blind Endowment
2004
Joel and Blanche Clingman Charitable Trust
2009
College Park Baptist Church Endowment Fund
2013
Gertrude and Morris Brenner Fund
1993
Community Care Center for Forsyth County, Inc. Endowment 2007
Ann Brenner Fund for Temple Emanuel
2015
Amos Cottage-Harry O. Parker Wing Fund Arts Council Endowment Fund Arts for Life Endowment
2004 1957 2008
Ashburn Trust-Bowery Mission and Young Men’s Home
1970
Betty Lynn Scholarship Endowment
2007
Community Marrow Donor Program, Inc.– Forsyth County Area Endowment
Ashburn Trust-World Vision
1970
Richard and Sylvia Budd Endowed Christian Fund
2014
Nottie Riddle Cook Fund
Associated Charities Fund
1928
Buena Vista Median Restoration Endowment
2011
Planned Parenthood Dewitt Cordell Education Endowment
1987
Aunt Pauline’s Pantry Fund
2013
Nick Bunce Friendship Fund
2002
Florence Corpening YWCA Mission Fund
2012
Sarah Austin Child Development Center Trust
1995
Bess Lee Burke Memorial Fund
2003
Athalene Couch Fund
2012
2000 1986
Funds & Donors
[ 53 ]
Designated and Agency Endowment Funds, continued
FUND
YEAR
Habitat for Humanity of Forsyth County Endowment Fund-II 1999
Jane R. Kennedy Endowment Fund
1989
Crimestoppers Endowment Fund
1992
Frank Borden Hanes, Sr. Fund
2014
Louis and Gretchen Klaff Trust-Designated
2010
Crisis Control Ministry, Inc. Endowment Fund
1987
Petro Kulynych/Blue Ridge Parkway Foundation Endowment
2003
1987
Gordon Hanes Memorial Endowment for Crisis Control Ministry
1995
Crosby Endowment Fund
1935
Petro Kulynych Community Fund
2012
Crosby Scholars Endowment Fund
2008
Jacob F. Hanes Fund for The Children’s Home
Selden Cundiff Memorial Trust for AIDS Care Service
2002
Jacob F. Hanes Fund for Superannuated Methodist Ministers 1935
John W. Landingham Fund
2009
Bunny and Bill Davis Highland Scouting Fund
2000
Joan H. Hanes Fund
1983
Peggy Bowen Leight Fund
2001
Elaine Dowdell Designated Fund
2014
Virginia Scully Hart Memorial Fund
2012
Maintenance Trust for Lewisville United Methodist Church
1998
Carolyn G. and Charles H. Duckett, MD Endowed Fund
2013
Lewis Lee and Suzanne Ellis Hawley Memorial Fund
2008
Little Theatre Endowment Fund
1996
Elkin Public Library Endowment
2011
Charles E. and Pauline L. Hayworth Fund
1994
Regina Derwin Lofland Fund
2013
R. Harold and Aleta Griffin Ellison Fund
2015
Thomas K. Hearn, Jr.-Leadership Winston-Salem Scholarship 2010
Elsie Ann Long Memorial Fund
1995
Enrichment Center Endowment
2006
Henderson Endowment for Galloway Memorial Episcopal Church
2010
Love’s UMC Capital Needs Fund
2008
Love’s United Methodist Church Memorial Fund
2008
Ada Hill and Jesse Davis Powers Fund
2005
Jennifer Lowy-Dock Fund
Mary Hill Habitat for Humanity Fund
1996
Lowy Fund-Shepherd’s Center
2000
2011
Anne and Bill Magness Meals-on-Wheels Fund
2008
Alex C. Ewing North Carolina School of the Arts Campus Fund
1999
John H. Felts, M.D. Fund
2000
Forsyth County Dental Society Endowment
2010
Lawrence and Wilda Hine Charitable Fund
Forsyth Jail and Prison Ministries Endowment
2002
2008
Cecil and Henrietta Foushee Fund for Maple Springs
2013
William D. and Jane F. Hobbs Rector’s Discretionary Fund of St. Paul’s Episcopal Church
Friendship Force of Central North Carolina Fund
1987
James E., Jr. and Betty Jones Holmes Fund
1999
Lawrence Byerly Holt, MD Memorial Fund
1988
Raymond B. Hooker, Jr. Fund-Designated
2000
Guy R. and Florence M. Fulp Charitable Trust
2000
Sandra Gallant Mental Health Association Endowment
2014
Galloway Memorial Episcopal Church Endowment
2009
Germanton United Methodist Church Fund
2005
J. Kirk Glenn Jr. Endowment for Crisis Control Ministry
2008
Hope Trust of Crisis Control Ministry
1995
Judith and Marbry Hopkins Endowment
1996
Bonnie B. and James C. Messick Charitable Fund
1997
2013
G.L. Millsaps Memorial Trust
2000
J. William Moir Charitable Trust
2006
Montague Scholarship Medal Fund
1939
William G. Montgomery, MD Fund for Senior Services
1995
National Trust for Historic Preservation in the United States
1981
Mil and Marsh Naugle Fund
1999 1992
Louise S. Hunter Fund
2004
Missy Hunter Fund for NCSICA
2014
North Carolina Academy of Physician Assistants Endowment
Viola and Dwight Jackson Memorial Fund
1999
George S. Norfleet Bible Fund
1932
Ella Mae Johnson Fund
1994
Elizabeth C. and Ralph B. Ogburn Fund
1984
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
Johnson Family Cemetery Trust Fund
1999
Old Hickory Council/Camp Raven Knob Endowment
1989
1942
Jimmy Johnson Memorial Fund
2005
Old Hickory Council Endowment Fund
1997
Bowman and Gordon Gray Trust
1970
Johnson Legacy Fund for Art
2012
Outer Banks Relief Foundation Fund
Bowman Gray Trust-Bowman Gray School of Medicine
1970
June Porter Johnson Fund for Salem Academy and College Norman Johnson Endowment for Piedmont Opera
Gordon Gray Trust-Bowman Gray School of Medicine
1982
Trey Jones Philmont Scholarship Fund
James A. Gray Endowment
1946
James A. Gray Foreign Mission Fund
1948
Group Homes of Forsyth, Inc. Endowment
1993
Margaret N. Graham Art Fund
[ 54 ]
2006
2011 2004
2014
Harry O. and Margaret W. Parker Ophthalmology Research Fund
2007
Margaret W. Parker Fund for Amos Cottage-Discretionary
2004
Junior League of Winston-Salem Endowment Fund
1998
Margaret W. Parker Fund for Amos Cottage-Operations
2004
Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center
2006
Margaret W. Parker-Ronald McDonald House of Winston-Salem Endowment Fund
1998
The Winston-Salem Foundation annual report
Designated and Agency Endowment Funds, continued
FUND Otis B. and Genevieve W. Parrish Endowment Fund II
YEAR 1992
St. Paul’s Episcopal Church Mission Fund
1950
St. Paul’s Wilkesboro Endowment Fund
2001
Mary A. Payne Charitable Fund
2009
St. Philip’s Episcopal Church Fund
1953
Lucy Paynter Fund
2005
St. Stephen’s Episcopal Church Endowment
1997
Peace Haven Baptist Church of Winston-Salem Endowment 2010
St. Timothy’s Episcopal Church Endowment
2013
Fred Taylor Peden Trust of St. Paul’s Wilkesboro
2001
St. Timothy’s Episcopal Church Outreach Fund
2013
Penland Endowment for Art Education
2010
Samaritan Ministries Endowment Fund
2001
Penland School of Crafts Fund
1983
Sandehill Recreation Fund
1986
1997
JoAnne Vernon Sawtooth School for Visual Art Endowment
1996
Sawtooth School for Visual Art Scholarship Fund
1996
Francis D. and Fannie Byrd Smith Pepper, Sr. Fund Louise A. Peterson Trust
2002
Pfafftown Jaycees Designated Fund
2005
Piedmont Opera Endowment Fund
1987
Willis and Marion Secrest Chair Endowment
1997
SECU Family House Endowment
2013
2006
Senior Services, Inc. Endowment
1994
Pinedale Christian Church Fund Kerr and Naomi Pinnix Designated Fund
Second Harvest Food Bank of Northwest North Carolina Fund 1997 2014
Dean C. Plemmons, Jr. Memorial Fund at Amos Cottage
2015
R.Y. and Eileen Sharpe Fund
1983
Julia Davis Pollard Memorial Fund
1969
James Reynolds Sheffield, Sr. and James Reynolds Sheffield, Jr. Trust
1995
Shepherd’s Center of Greater Winston-Salem Endowment Trust
2005
Orpha Marie Leonard Pope Fund
1986
Richard and Barbara Pope Trust
1998
Eleanor Powell Organ Trust Fund
2014
Larriston Hill Powers Memorial Fund
2005
Jesse Powell Trust Fund
2014
Preservation North Carolina - Winston-Salem Regional Office Endowment Fund
1997
Kenneth O. Raschke Literacy Initiative Trust
1996
Paul and Sara Sinal Fund
1997
L.A. Reynolds, Bessie Binkley and Ruth N. Reynolds Fund
2015
Frances Horne Smith and Howard H. Smith Memorial Fund
1968
Mary Neil Henderson Rice Designated Fund
2010
Gilbert W. and Gail S. Spencer Fund
2008
Stephen G. Richey Memorial Fund
1986
Sprinkle Mission Fund
1982
Wood Richmond Memorial Fund
1960
Stafford Fund for Bunker Hill Cemetery
2011
Golding H. Riddle Fund
1953
Pearl Fields Stafford Fund for Salem Academy
2011
Golding H. Riddle St. Paul’s Episcopal Church Fund
2001
2015
Right Turns for Youth Endowment
2003
Don and Elaine North Education for Justice Endowment Fund
Jimmy Roddick Fund
2010
Lucy L. Stedman Memorial Fund
1931
Ronald McDonald House of Winston-Salem, Inc. Endowment Fund
1985
Rufus T. Stedman Memorial Fund
1931
Irving and Minnie Sheppard Memorial Fund
1999
Sloan S. Sherrill Fund
1978
Rosemary Shortt Fund
2016
Siloam Baptist Church Endowment Fund
1997
Ruth Stevenson Stewardship Endowment
2004 2006 2015
Lorraine Flynt Rudolph Endowment Fund
2004
Ralph and Peggy Stockton Arbor Acres Fund
St. Paul’s Episcopal Church Endowment
1946
William L. and Virginia Kirk Stoelzel Fund
Funds & Donors
[ 55 ]
Designated and Agency Endowment Funds, continued
FUND
YEAR 1993
A. Tab Williams, Jr. Fund for the Salvation Army of Winston-Salem
1996
Sturmer Spay and Neuter Fund Nancy and Richard Sullivan Fund for Senior Services
2016
A. Tab Williams, Jr. St. Paul’s Building Fund
2007
Summit School Endowment Fund
1959
Elizabeth T. and A. Tab Williams, Jr. Fund for Hospice W-S
2002
Robert E. Taylor Memorial Fund
1995
Elizabeth T. Williams Fund for Hospice of Winston-Salem
2009
William Mills and Margaret Parks Taylor 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
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
Winston-Salem Civitan Fund Winston-Salem Delta Fine Arts, Inc. Endowment Fund Winston-Salem National Little League Endowment
2009 1995 2000
St. Paul’s Tower Fund
2008
Winston-Salem Piedmont Triad Symphony Heritage Fund
1999
Trinity Center Endowment Fund
2000
Winston-Salem Police Benefit Fund
Bynum E. Tudor Fund for Reynolda House Museum of American Art
2001
Winston-Salem Symphony Chair Endowment Fund
1980
Dorothy E. Wolf Charitable Fund
2010
Twin City Kiwanis Endowment
2013
Wolfe Family Charitable Fund
1996
UMAR Winston-Salem Fund
2000
Wolfe-Steele Young Life Trust
1996
Unitarian Universalist Fellowship Endowment
2002
Jane Gilbert Womble Fund
2010 2010
1971
United Way Caring Shares Endowment
1990
William F. and Jane Gilbert Womble Fund for Arbor Acres
Joel A. and Claudette B. Weston Award Fund
1988
William F. and Jane Gilbert Womble Fund for Senior Services 2010
Forrest and Gene Vogler Arts Endowment
2008
The Woodall Family Trust
2016 2015
H. and E. Vogler Fund
1978
Voluntary Action Center Training Endowment Fund
1986
Roma Lee Woosley Fund for Pine Grove United Methodist Church
Spencer and Nell Waggoner Charitable Fund-Designated
2005
World Law Fund
1994
Alice Myers Wald Charitable Fund
2015
1999
John and Pauline Hoots Waller Trust
1999
Bland and Ada Worley/Blue Ridge Parkway Foundation Trust Hal G. Worley Endowment Fund
2011
Chris Yarborough Memorial Sawtooth School Trust
1998
2007
YMCA of Greater Winston-Salem Heritage Club Endowment
1995
A.T. Williams, Jr. Family Fund for St. Paul’s Episcopal Church
1993
James and Johanna Yopp Fund
2013
Mr. and Mrs. A. Tab Williams, Jr. Fund
1998
Special Children’s School-Jacqueline Styers Young Fund
2001
A. Tab Williams, Jr. Fund for Forsyth Country Day School
1996
2014
A. Tab Williams, Jr. Fund for Rose Hill Free Will Baptist Church
2016
Benjamin F. and Lanette E. Young Designated Fund Benefiting New Light Baptist Church in Honor of the Marian Willette Young Society Youth Opportunities Endowment
2013
Ina B. Watson Trust
2000
Wilkes Library Endowment
2001
Wilkes Playmakers Inc. Endowment
[ 56 ]
The Winston-Salem Foundation annual report
Endowed Funds
Student Aid Funds NEW FUNDS (7/1/2016 – 6/30/2017)
Since 1923, the Foundation’s Student Aid Funds have provided more than 15,000 local students with scholarships to pursue their post-secondary academic goals.
PURPOSE
Anonymous (1) Robert F. and Caroline C. Goodwin Scholarship Fund
Established by Bob and Caroline Goodwin to provide scholarships for students graduating from North Forsyth High School
Darryl Hunt Memorial Scholarship
Established by the Z. Smith Reynolds Foundation in memory of Darryl Hunt to provide scholarships for students who have been convicted of a criminal offense for which a jail or prison sentence was received
Dr. Michael E. King Memorial Scholarship Fund
Established by Dr. King’s children, Katie, Mike, Marylynn and Alex, to provide scholarships for students graduating from area high schools
North Carolina Fine Wines Society Scholarship
Established by the North Carolina Fine Wines Society to provide scholarships for students seeking a degree from a North Carolina college or university related to the field of wine-making
FUND
YEAR
Bryon Tyler Burdick Memorial Fund
1989
Wade and Marcelene Duncan Scholarship Fund
2004
Clyde and Martha Aldridge Scholarship
2007
Wes Burton Memorial Scholarship
2005
Billy Dwight Memorial Scholarship
Annie S. Alexander Memorial Scholarship
2009
Carver High School Alumni Association Scholarship
2010
Christopher Richard Eagan Scholarship Fund
2011
2011
James M. and Mary P. Edwards Memorial Scholarship
2010
James L. Einstein College Scholarship Fund
2009
Annie L. Ellis Scholarship Fund
2015
Alex Ewing Scholarship Fund
2015
2002
Kate Allred Education Grant
2010
Mark Collier Caudill Scholarship
William H. Andrews/HAWS Scholarship Fund
1993
Ray S. Church Memorial Scholarship Fund
Zack H. Bacon IV Scholarship
2005
Gwenn Steward Clements Scholarship
Marshall B Bass Endowed Scholars Program at Winston-Salem State University
2002
Azalee Clements Memorial Scholarship
2012
Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College
2005
Elmer and Rosa Lee Collins Scholarship
2006
Lloyd E. and Rachel S. Collins Scholarship Fund
2001
Joe E. Gaddy, Jr. and Margaret W. Gaddy Scholarship
Mary Rowena Cooper Scholarship Fund
1991
The Garden Club Council of Winston-Salem and Forsyth County Scholarship
2004
Matthew Alan Gfeller Memorial Scholarship
2009 2010
A.F. Clement Trust for Scholarships
Marshall B Bass Scholars Endowment Fund at Livingstone College
2007
Marshall B Bass Scholars Fund at Voorhees College
2004
2006 2011 2009
Ray and Jackie Cope Scholarship Fund
2005
D.C. Cornelius Memorial Scholarship Fund
2004
Forsyth County Nursing Scholarship Fund
1969
William Ragsdale Froelich Memorial Scholarship
2010 1995
Serena D. Dalton Scholarship Fund
1977
Claire Tillson Gladding Scholarship
Joseph E. Davies Scholarship Fund
2002
Jimmy and Sara Glenn Scholarship
2014
2000
James A. Gray High School Alumni Scholarship
2002
Josh Gray Memorial Scholarship
2010
Robin and Danny Greenspun MBA Scholarship
2011
Trina M. Batchelor Memorial Scholarship
2013
F. A. and Charlotte Blount Scholarship
2007
Bunny and Bill Davis Highland Scholarship Fund
Sam L. Booke, Sr. Scholarship Fund
1989
1985
Boyles-Eidson Scholarship Fund
2001
Oliver Joel and Ellen Pell Denny Healthcare Scholarship Fund
Jeanna Brown Memorial Scholarship Fund
1986
Joyce and Jim Dickerson Scholarship Fund
2000
Claude B. Hart Memorial Scholarship
2004
Tien Bui Memorial Scholarship
2007
Digestive Health Specialists Scholarship
2010
William T. Hatch and Mabel P. Hatch Scholarship Fund
1994
Funds & Donors
[ 57 ]
Student Aid Funds, continued
FUND
YEAR
Mary Speer Martin Scholarship Trust
1997
Samuel K. Rowland Trust
1928
R. Bruce Matthews Student Assistance Fund
2010
Rubin Family Scholarship Fund
2015
2016
Mark James Mendenhall Memorial Scholarship Fund
2009
Salem Lodge #139 / Robert A. Miller Memorial Scholarship
2011
1995
Julia Yokeley Miller Memorial Scholarship Fund
1983
Ray and Pearl Sams Scholarship Fund
1999
N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund
2003
Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund
2008
Chester Arzell and Helen Miller Montgomery Scholarship Fund
2007
Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund
1997
Albert Morgan, Jr. and Olivia E. Morgan Scholarship
2012
Bruce Shelton Scholarship Fund
1991
Harry C. Morgan Memorial Scholarship
2012
Thomas E. Shown, MD Scholarship Fund
2006
Paul Holcomb Murphy Memorial Fund
1983
Jonathan LaRon Skinner Memorial Scholarship
2010
Michael Nachman Scholarship Fund
1995
Shaun Edward Stewart Scholarship
2013
Emma Kapp Ogburn Memorial Fund
1946
Stultz Scholarship Fund
1982
Susan and Charles Hauser Scholarship Fund
2016
Tommy L. and Patricia B. Hickman Scholarship Fund Fred and Mozelle L. Hinshaw Scholarship Fund 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
Orthopaedic Specialists of the Carolinas’ Nursing Scholarship
2002
Stella B. Johnson Scholarship Fund
1987
Willis H. Overby Scholarship
2010
Bill and Cynthia Tessien Scholarship
Jeannette Anderson Parker Memorial Scholarship Fund
2008
Jeff Turner-Forsyth Audubon Scholarship Fund
2005
Tripp Joye Memorial Scholarship Fund
2009
Summit School Opportunity Fund
2006
Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship
1966 2011
Kapp-Weaver Scholarship Fund-Greensboro College
1997
Otis B. and Genevieve W. Parrish Scholarship
2010
Kapp-Weaver Scholarship Fund-R.J. Reynolds High School
1997
Nell and Spencer Waggoner Scholarship Fund
2005
Alice Conger Patterson Scholarship
2007
Art and Dannie Weber Scholarship
2007
J. Lee Keiger, Jr. Family Fund
1999
William H. and Lena M. Petree Trust
1996
Douglas Gray Kimel Scholarship Fund
2007
2014
Art and Dannie Weber Fund for Forsyth Tech Community College
2007
L. Gordon, Jr. and June D. Pfefferkorn Student Aid Fund L. Gordon, Jr. and June D. Pfefferkorn Scholarship
2004
Erma Drum Webster Fund
1996
2004
Paul M. Wiles Scholarship Fund
2013
Joyce Kohfeldt Endowment for Crosby Scholars
2011
Lambeth Family Scholarship
2011
L. Gordon, Jr. and June D. Pfefferkorn Scholarship Fund for Forsyth Technical Community College
Law Enforcement Benefit Fund
1993
A.T. Williams Oil Company Fund II-H. Frank Steelman Scholarship
2001
Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund 2005
Law Enforcement Family Scholarship Fund
1994
Dean Prim Scholarship Fund
1989
A. Tab Williams, Jr. Scholarship Fund
2003
Leinbach Chain-Breaker Scholarship Fund
1992
Robert G. Prongay Key Club Scholarship
2001
Elizabeth T. Williams Memorial Scholarship
1999
William H. Lester Memorial Scholarship
1990
Dottie Ramsey LDC Scholarship Fund
2015
Edwin H. and Louise N. Williamson Endowed Scholarship
2007
Denver Lindley, Jr. Arts Scholarship Fund
2012
Patty Brendle Redway Fund
1996
Erica Wolfe Memorial Scholarship Fund
1998
Johnny Lineberry Memorial Scholarship Fund
2008
Woodbine Big Dreams Scholarship
2011
1980
R.J. Reynolds High School Class of 1968 Memorial Scholarship Fund
1998
L.D. and Elsie Long Memorial Scholarship Fund
1985
Love’s United Methodist Church Scholarship for Christian Education
2008
Roy E. “Gene” Reynolds Scholarship Fund
2015
Yadkin County Association of Educators (YCAE) Scholarship Fund Marcus Raper Zimmerman Scholarship Fund
1983
Love’s United Methodist Church Scholarship Fund
2008
Edwin E. and Grace Kimrey Maddrey Scholarship Fund Douglas N. Marlette Memorial Scholarship Fund
[ 58 ]
Rider Family Scholarship
2004 1996
2003
Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund
2012
Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund
1998
The Winston-Salem Foundation annual report
Endowed Funds
The Winston-Salem Foundation Scholarship and Education Grant The 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 leadership, 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.
COMPONENT FUND Guy J. Bridges, Jr. Educational Fund
YEAR 2006
DONORS IN 2016 Anonymous (1) Ms. Pat S. Clark Mr. and Mrs. J. Carlton Deaton Brittney J. Gaspari Ms. Regina Harmon Dr. and Mrs. Richard Janeway Mr. David Lafferty Mr. Robert E. Merritt Ms. Maclyn H. Powell Mr. Dalton D. Ruffin Mr. Fillmore E. Williams
Andrew Lane Memorial Scholarship Lasater Student Loan Fund
2006 1927
Leo Caldwell Memorial Student Loan Fund
1923
Ricky Douglas Mitchell Scholarship Fund
2009
East Forsyth High School Alumni Scholarship
2002
Gray W. Mock Family Scholarship
2005
Stanley Michael Elrod Scholarship Fund
2004
Paul Holcomb Murphy Memorial Fund
1983
Norfleet Memorial Fund
1976
Emergency Loan Fund
1937
John L. Gilmer Student Loan Fund
1947
Lucy Simmons Puryear Memorial Scholarship Fund
1994
John Gold Memorial Fund
1976
W.N. Reynolds Student Loan Fund
1931
Anna Hodgin Hanes Student Loan Fund
1926
N.D. Sullivan Charitable Trust
Stanley D. Hartgrove Memorial Scholarship Fund
1997
Rachel Tolson Law Memorial Scholarship Fund
Keith Jackson Memorial Fund
1976
George B. Whitaker Memorial Student Loan Fund
1971 2008 1927
Funds & Donors
[ 59 ]
Non-Endowed Funds
Non-Endowed Donor-Advised Funds NEW FUNDS
(7/1/2016 – 6/30/2017)
Non-Endowed Donor-Advised Funds, essentially
charitable checking accounts, offer donors a simple and efficient vehicle for annual charitable giving.
Edwin and Victoria Robins Charitable Fund
Charles S. and Beth D. Baldwin Advised Fund
1988
Anderson Fund
Hilda W. Scarborough Fund
Pam and Bill Ball Advised Fund
2006
BB&T Charitable Fund
Paul and Betsy Scott Charitable Fund
James L. Banning Fund
2016
Elijah and Victoria Beaty Fund
Bob and Norma Scott Fund
Charles D. Barham III and Ann Hiott Barham Charitable Fund 2014
Gwen and Ed Blackmer Advised Fund
Sheila’s Fund
R. Barrett Family Fund
Joshua Carson Fund
Robert L. and Elizabeth M. Strickland Fund
Marshall B and Celestine P. Bass Non-Endowed Advised Fund 1998
Jerry and Laurie Cook Charitable Fund
Richard and Elizabeth Weidman Family Fund
Michael and Julie Baughan Fund
2007
Creative Corridors Coalition Fund
Edwin and Sue Welch Family Fund
Bill and Louise Bazemore Fund
2001
GLC Fund
Janet and Mike Wells Family Fund
Edward S. and Barbara T. Beason Advised Fund
1996
JCC Fund
John C. Whitaker, Jr. Fund
Stewart and Tracey Beason Charitable Fund
2009
WMC Fund
James and Cheryl White Fund
Ranlet S. and Frank M. Bell, Jr. Advised Fund
1985
Daggett Family Charitable Fund
Michael and Heather Wilson Fund
Mr. and Mrs. Graham F. Bennett Advised Fund
1991
Craig and Tammy Darden Fund
Lee and Robin Woodard Advised Fund
Louise Bennett Charitable Fund
2015
Anna Scott Folwell Fund David and Rhonda Gramley WSF Fund
FUND
2004
Bert and Beth Bennett Family Fund
2015
YEAR
John and Jeanne Bennett Family Fund
2013
Susan and Tom Grote Fund
Anonymous (8)
Marianne and Jim Bennett Fund
2014
Mr. and Mrs. William E. Hollan, III Advised Fund
Jean T. Cox Fund
2006
Ann Bennett-Phillips Charitable Fund
2015
William W. Huang and Jennifer W. Chan-Huang Fund
Tom Adams Fund
2014
Bentley Fund
2005
Laurel Jones Fund
David and Liz Albertson Fund
1998
Deborah L. Best Advised Fund
1997
Jill M. Lawler Family Fund
Hannah Albertson Fund
2005
Mr. and Mrs. H. Lee Bettis Advised Fund
1992
Terry D. and Karen M. Lefler Advised Fund
Steve and Terry Allen Fund
2015
Frank L. Blum Fund
1980
KISA Fund
All Life Matters Fund
2014
Wilba Parrish Brady Advised Fund
2012
McConnell Family Fund
Gayle Anderson/Carey Hedgpeth Fund
2006
Paul Breitbach Fund
1997
Jeanne and Tim McCulloch Family Fund
Mr. and Mrs. James N. Andrews Fund
2000
James T. and Betty S. Brewer Fund
1998
Prince William Community Benefit Fund (Kelley)
ARC Fund
2007
Brookfield Fund
2002
Prince William Community Benefit Fund (McDonald)
Marie and Guy Arcuri Family Fund
2004
Grace and Jimmy Broughton Fund
2007
Prince William Community Benefit Fund (Smith)
Douglas D. Arnold and Lynn E. Calhoun Advised Fund
1993
Bruce T. and Susan B. Brown Charitable Fund
2012
John and Karen Regan Donor Advised Fund
Richard W. Averill Charitable Fund
2014
Bruce T. and Susan B. Brown Family Fund
2013
[ 60 ]
The Winston-Salem Foundation annual report
Non-Endowed Donor-Advised Funds, continued
FUND
YEAR
Charles A. and Sally P. Corpening Family Fund
2012
Ragan and McDara P. Folan, III Charitable Fund
2013
1986
Dr. and Mrs. Robert J. Cowan Advised Fund
1985
Representative Dale and Synthia Folwell Family Fund
2007
Ivey and Candice Brown Family Fund
2015
Cramer Family Fund
1980
Sheila F. and John C. Fox Fund
2006
Kenton and Amy Brown Fund
2007
Craven Family Fund
2000
Alice Dibrell Freeman Family Fund
2001
Kirby C. Brown Fund
2000
Jane and Penn Craver Advised Fund
2000
Bo and Jenny Fulton Charitable Fund
Patty and Malcolm Brown Fund
2000
Mrs. Elizabeth W. Crockett Advised Fund
Rodney C. and Martha R. Brown Fund
2000
Henrietta Dibrell Brown Advised Fund
Vardaman and Sherry Buckalew Family Fund
2016
2011
1984
Nella P. Fulton Advised Fund
2009
O.K. Crouch Family Fund
1998
Paul Fulton Non-Endowed Advised Fund
2009
Rick and Sara Crowder Charitable Fund
2007
Dr. Kenneth R. Gallup, Jr. Advised Fund
1995
Patrick J. and Nancy C. Burns Fund
2015
Bill and Betty Gray Davis Advised Fund
1983
Caroline Gamble Charitable Fund
2006
Josh Bush Charitable Fund
2013
Mr. and Mrs. Thomas H. Davis, Jr. Advised Fund
1999
Harold and Patricia Garner Donor Advised Fund
2006
Byrne Family Fund
2015
Deem/Turner Charitable Fund
2012
Garrett-Glass Donor Advised Fund
2013
Alan and Lisa Caldwell Family Trust
2014
DeRamus Family Fund
2013
Susie and John Gates Charitable Fund
2012
Angela and William Carr Advised Fund
2002
Patricia Ann Rudolph Dixson Advised Fund
Susan Cobb Carson Advised Fund
2010
Kay and Dan Donahue Fund
1997
Gfeller Family Fund
2008
2013
Mr. and Mrs. James W. Douglas Advised Fund
1996
Jim and Mary Alice Gibbs Advised Fund
1996
Dreyfuss Family Fund
2015
John Munro and Flavel McMichael Godfrey Advised Fund
1992
Carswell/Parsley Family Fund David and Deborah Cassels Fund Hobart and Adelaide W. Cawood Fund
2000 1997
2004
Brenda and Scott Gerding Fund
2013
Dale E. and Luci H. Driscoll Advised Fund
1992
Ted and Julia Ann Goins Advised Fund
2006
Chuck and Bobbie Chambers Advised Fund
2004
Dr. Charles H. and Carolyn G. Duckett Fund
2012
Tony and Vi Golding Fund
2004
Dudley C. and Winborne S. Chandler Fund
2000
James E. and Phyllis H. Dunning Fund
2015
Judy S. and William A. Goodson, III Advised Fund
1995
Barbara F. Chatham Advised Fund
1980
Noel Lee Dunn Advised Fund
1990
Thomas O. and Leesa L. Goodson Advised Fund
1995
Jerry and Brenda Cheek Charitable Fund
2003
David C. Eagan Fund
2011
William A. and Georgia H. Goodson Fund/Goodson Advised 2006
Lee Ann Wood Chrisco Charitable Fund
2014
Mary M. Eagan Fund
2010
William A. and Georgia H. Goodson Fund/Saunders Advised 2006
Christopher Fund
2004
Bob and Gayle Edwards Advised Fund
2012
Goral Family Trust
2015
Nick and Kim Chrysson Advised Fund
1998
Robert and Amy Egleston Advised Fund
2004
Grantham Family Fund
2015
Jeff T. and RenĂŠ F. Clark Advised Fund
2002
Eisenberg Family Advised Fund
1994
Kathryn Hanes Snow Advised Fund
Gwenn S. and Michael L. Clements Advised Fund
2008
Gerald and Ann Esch Donor Advised Fund
1998
C. Boyden Gray Advised Fund
2000
D. Elwood Clinard Fund
1994
Gerald and Lee Evans Family Fund
2012
Jane Gray Fund
1997
Kirtan Coan and Al Greene Advised Fund
2008
Lisbeth C. Evans and James T. Lambie Advised Fund
1997
Grosswald Family Charitable Fund
2012
Sophia Cody Advised Fund
1980
Alexander C. Ewing Advised Fund
2012
Alfa and Gerry Gunzenhauser Non-Endowed Advised Fund
2001
Robert F. Coil Advised Fund
2009
Ernest J. Fackelman and Cynthia J. Skaar Fund
2014
Martha S. Hancock and James A. Hancock, Jr. Advised Fund 1980
David and Carole Collins Fund
1996
Faircloth Family Fund
2014
Yellow Jeep Fund
2011
Greg and Laurin Colner Fund
2016
Falken Family Fund
2006
Ann S. and F. Borden Hanes, Jr. Advised Fund
1987
1996
Tom and Jocelyn Connors Fund
2013
Bobby and Betty Faulkner Fund
2012
Jim Hanes Fund
Barry and Dottie Cook Fund
1994
Gary G. and Diana B. Fleming Fund
2002
Marcus Hanes Fund
2008
Harry Corpening Fund
2004
Gary Flower Advised Fund
2010
R M Hanes Donor Advised Fund
1980
1995
Funds & Donors
[ 61 ]
Non-Endowed Donor-Advised Funds, continued
YEAR
Nancy T. and Richard J. Keshian Fund
1999
J.P. McMichael, Jr. Advised Fund
1993
S.W. Harjes Fund
FUND
2012
Cornelius Vanstory King Advised Fund
2005
J. Frank and Laura Turnage McNair Advised Fund
1994
John and Anne Harrison Advised Fund
2005
Kayce King Donor-Advised Fund
2014
Thomas C. McNeil and Sandra B. McNeil Advised Fund
2007
Andrew and Janet Hart Fund
2015
Robert W. and Candy E. Kiser Charitable Fund
2003
William L. and Monica E. McSwain Advised Fund
2012
Hash Advised Fund
1995
Edith and Bill Knott Fund
1999
Judson J. and Alice C. Milam Fund
1999
Charles H. and Susan R. Hauser Advised Fund
1997
D. Joyce Kohfeldt Fund
2008
Hof and Kathryn Milam Charitable Fund
2011
Laura W. Hearn Charitable Fund
2016
Charles W. Miller Fund
1999
1995
Mr. and Mrs. Horace Robinson Kornegay, Jr. Advised Fund
2004
Dick and Karen Hedrick Advised Fund
Miller Family Advised Fund
2011
2007
Gilmour and Nancy Lake Advised Fund
2005
Henry S. Miller Advised Fund
2011
Robert E. and Martha C. Leak Charitable Fund
2013
Richard H. and Nola G. Miller Advised Fund
2011
Jack and Carolyn Hite Charitable Fund
2016
Mary A. Leight Advised Fund
1989
James H. Millis, Jr. Fund for High Point
2012
Angie and Chuck Hobbs Fund
2016
Lillie’s Friends Foundation Fund
2008
James H. Millis, Jr. Fund-Unrestricted
2012
Doris and William Hohman Non-Endowed Advised Fund
1983
Lindsay Family Fund
2012
2015
Lineberger Family Fund
2011
William B. Millis Family Advised Fund– General Charity Fund
2015
Butch and Julie Holland Charitable Fund Mr. and Mrs. William E. Hollan, Jr. Advised Fund
1980
Dr. A. Stanley and Mary Margaret Link Fund
1999
William B. Millis Family Advised Fund–High Point Fund
2015
Homebuilders Association of Winston-Salem Charitable Fund
2007
George and Susan Little Advised Fund
1991
Mist Island Foundation Fund
2009
Kay and Chip Morgan Donor Advised Fund
2016
Bob and Gwynn Hooks Fund
2005
Jay and Jane Helvey Advised Fund Tommy L. and Patricia B. Hickman Family Fund
Scott and Michelle Livengood Fund
2005
2005
Matt and Emmie Long Fund
1996
Steven C. and Nancy H. Morgan Advised Fund
2016
Hope For The Hopeless - Spencer Meyer Foundation Fund
2011
Frank and Kay Lord Advised Fund
2006
J. Frank and Lynda K. Morris Advised Fund
1989
Mark and Betsy Hoppe Family Fund
2010
David and Libby Lubin Fund
2000
H & R Hough Fund
2012
Ludy Marie Fund
2012
Moss Family Charitable Fund
2015
Charles Mull Fund
2014
Eric N. Hoyle Advised Fund
2008
Gail Lybrook and W. David Hobbs, Jr. Advised Fund
1996
Dan and Bonnie Murphy Charity Fund
2009
Frank and Margaret Hunter Fund
2009
Mark and Susan Maier Advised Fund
1996
Murphy-Smith Family Fund
2010
I. L. Long Construction Co., Inc. Community Support Fund
2013
Richard A. and Carrie Wall Malloy Advised Fund
1998
David W. and Katherine A. Murray Fund
2015
Mr. and Mrs. David A. Irvin Advised Fund
1980
Deborah S. Marshall Non-Endowed Advised Fund
2001
Walter V. and Martha W. Murray Advised Fund
2006
Jim and Dianne Iseman Charitable Fund
2007
Masich Family Fund
Leigh Thurston Myers Charitable Fund
2012
Susan Cameron (Ivey) Advised Fund
2007
Doug and Mary Anne Maynard Fund
2005
Mr. and Mrs. Lucian H. Neal Advised Fund
1996
2011
Francis and Adele James Advised Fund
1988
Drane and Bill McCall Advised Fund
1999
J. & J. Neely Advised Fund
2005
Jarrahi Family Advised Fund
1996
Thomas P. and Anne B. McDowell Fund
1997
David and Scottie Neill Advised Fund
1989
JMJ Community Investment Fund
2012
Walter McDowell Advisory Fund
2009
Dr. and Mrs. Lewis H. Nelson III Advised Fund
1991
Peter and Karen Johnson Advised Fund
2012
Sarah Murphy McFarland Advised Fund
2002
Robert and Melanie Niblock Charitable Fund
2012
Ann and Halbert Jones Charitable Fund
2001
Nancy Davis McGlothlin Fund
2010
Fred and Lillian Nordenholz Fund
1996
Christopher and Lucinda Kellam Jones Fund
1997
McHugh Family Non-Endowed Fund
2015
Robert S. and Marianne D. Northington Advised Fund
2001
David and Rachel Katzer Charitable Gift Fund
2004
Mr. and Mrs. William B. Kay, Jr. Advised Fund
1996
[ 62 ]
Cathleen and Ray McKinney Fund
2004
Novant Community Benefit Fund (Ally)
2015
John and Grace McKinnon Advised Fund
1990
Novant Community Benefit Fund (Barr)
2015
The Winston-Salem Foundation annual report
Non-Endowed Donor-Advised Funds, continued
FUND
YEAR
Jane and Joe Potter Fund
2010
Curtis Flynt Rudolph Advised Fund
2004
Novant Community Benefit Fund (Evans)
2009
Prince William Community Benefit Fund (Belden)
2011
Carver and Betsy Rudolph Advised Fund
2004
Novant Community Benefit Fund (Gordon)
2009
Prince William Community Benefit Fund (Burriss)
2013
Sanford Harrison Rudolph Advised Fund
2004
2012
Prince William Community Benefit Fund (Danziger)
2012
James M. and Lorre C. Ruffin Fund
2006
Novant Community Benefit Fund (Murphy)
2012
Prince William Community Benefit Fund (Gary)
2011
Novant Community Benefit Fund (Neill)
2015
Prince William Community Benefit Fund (Grzejka)
2012
Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund
Novant Community Benefit Fund (Phillips)
2014
Prince William Community Benefit Fund (Gutliph)
2011
Jill Runnion Fund
Novant Community Benefit Fund (Plyler)
2012
Prince William Community Benefit Fund (Hollis)
2014
Annie and Troy Sager Charitable Fund
2013
Prince William Community Benefit Fund (Hoover)
2011
Mr. and Mrs. W.P. Sandridge, Jr. Advised Fund
1988
Prince William Community Benefit Fund (Khot)
2013
Robert D. and Pamela B. Saunders Fund
2001 2015
Novant Community Benefit Fund (Lyles)
Novant Community Benefit Fund (Stolz)
2009
Novant Community Benefit Fund (Stone)
2012
1981 2004
Novant Community Benefit Fund (Tillman)
2009
Prince William Community Benefit Fund (Magalski)
2011
Michelle and Alex Schenker Advised Fund
Novant Community Benefit Fund (Woodlief)
2009
Prince William Community Benefit Fund (Parr)
2012
Novant Community Benefit Fund (Schulte)
2015 2014
Anita and Tom Ogburn, Jr. Fund
1999
Prince William Community Benefit Fund (Way)
2015
Dale S. Seibert Fund
Ogburn Family Advised Fund
2015
Prince William Community Benefit Fund (Wine)
2011
Beverly Britton Rudolph Shaw Advised Fund
2004 2004
Ben C. and Mildred W. Paden Advised Fund
1998
Project Impact Fund
2016
Bill and Shirley Shaw Fund
Mr. and Mrs. Craven B. Page Advised Fund
1985
Nan and Tim Prout Charitable Fund
2010
Jacqueline S. Shelton Family Fund
2015 2007
Mary Beth and Bob Parker Fund
2000
PWB Healthy Lifestyle Fund
2012
Joe B. and Virginia L. Simpson Advised Fund
Joe and Britt Parrish Fund
2002
Mrs. Elizabeth L. Quick Advised Fund
1988
Singletary Family Charitable Fund
2014
1985
Bucky and Debbie Sizemore Fund
2004
Beth Perry Skorich Fund
2008
Bruce W. and Sara C. Smith Advised Fund
2010
John and Dominique Patrick Fund
2007
George and Susan Ragland Fund
Lucie and Chuck Patton Fund
1998
Rainey Charitable Fund
2004
Carol and Raymond Pearson Charitable Fund
2002
Ramona Fund
1999
Abbie and FD Pepper, Jr. Fund
2014
Reaves Family Charitable Trust
2005
Kenny and Amy Smith Fund
2007
Burton and Frances Reifler Fund
2001
Stephen R. and Elizabeth L. Smith Fund
2015
Dick and Sandy Respess Fund
1993
Brant and Kay Snavely Fund
Peter Perret Fund for Young Musicians Clifford and Elizabeth Perry Advised Fund
2009 1997
Ford and Jeanene Perry Advised Fund
2005
Reynolda Rotary Benevolence Fund
William H. Petree, Jr. and Katherine Weathers Petree Advised Fund
1999
Kate B. Reynolds Charitable Fund for Healthcare
2000
Frederick P. and Gerrii S. Spach Fund
2012
2013
Spaugh Family Fund
1999
2014
Mary Jo W. and R. Arthur Spaugh Fund
1999
Nancy Spencer Advised Fund
2007
Stanley Family Success Fund
2012
2004
L. Gordon and June D. Pfefferkorn, Jr. Fund
1993
Kate B. Reynolds Charitable Fund for Poor and Needy
Mr. and Mrs. Stephen F. Phelps Advised Fund
1996
Dr. Vade Rhoades Fund
1999
David and Ingrid Pisetsky Advised Fund
2005
Lori and Pat Riazzi Fund
2001
Stebbins Family Fund
William Pitser Advised Fund
1995
Rickelton Fund
1999
W. Fletcher and Anna B. Steele Family Fund
2015 2000
Margaret Scales and Graydon Pleasants Advised Fund
2000
Roaring Gap Fund
2010
Shaun Edward Stewart Fund
2011
Nancy and Ed Pleasants Advised Fund
1990
Suzie and Dennis Ross Fund
2011
Stratford Rotary Fund for Kimberley Park
2014
Dr. Harold C. Pollard III Fund
1996
David F. and Martha Wilson Rowe Advised Fund
2008
Stratford Rotary Benevolence Fund
2003
Dr. and Mrs. Eddie Pollock Advised Fund
1998
Michael and Deborah Rubin Advised Fund
2000
Rick and Kate Streng Advised Fund
1996
Funds & Donors
[ 63 ]
Non-Endowed Funds
Non-Endowed Donor-Advised Funds, continued
FUND
YEAR
Strother-Mayer Fund
2012
William G. Ward, MD Family Advised Fund
2005
Allison and Richard Watts Fund
2014
Richard and Nancy Sullivan Fund
2001
Phil and Jean Waugh Family Trust
2001
John J. and Betty Pratt Sutton Advised Fund
2000
Togo D. West, Jr. Advised Fund
2006
Temporary Funds
Sutton Family Fund
2010
Harden and Janet Wheeler Fund
2007
Jack and Cindy Sutton Fund
2010
Louisa Whitaker Advised Fund
1996
Temporary Funds are held for a limited time
Virginia and Jim Sutton Advised Fund
2012
William A. Whitaker Advised Fund
1998
Nancy King Tanner Advised Fund
2005
Nancy and Monty White Advised Fund
1981
for emerging organizations and individual memorial funds.
Thomas Teague Fund
2009
Scott and Lauren Wierman Advised Fund
1995
Team Jonah Fund
2014
Paul and Jan Wiles Charitable Gift Fund
2001
Louise Dibrell Theberge Family Fund
2001
Gary and Yvette Willard Fund
2016
Lydia Brinker Education Fund for At Risk Youth
John B.R. and Olive S. Thomas Fund
1996
Cynthia Williams Advised Fund
2012
COAD Disaster Relief Fund
Charles Tinsley Fund
2012
John G. Williard Fund
1998
Cobblestone Farmers Market Food Access Program Fund
F. Nelson Tomlinson Advised Fund
1994
Mr. and Mrs. Ben S. Willis, Jr. Advised Fund
1993
Sophia S. Cody Memorial Fund
2013
Mr. and Mrs. Douglas Sean Toole Fund
Boston-Thurmond Initiative Fund
Mr. and Mrs. H. Norton Willis Fund
2004
HBCU Living Legends Scholarship Fund
Dr. and Mrs. James F. Toole Advised Fund
2000
Robert M. Willis Fund
2004
Lu Leake Memorial Fund
Triantos Fund
2006
Wilson Family Fund
2012
William C. Little Society Fund
Truliant Federal Credit Union Fund
2013
Mr. and Mrs. J. D. Wilson, Jr. Advised Fund
1996
Peer Project Fund
Alex and Elliott Turner Advised Fund
2011
W.T. Wilson Advised Fund
1999
Georgia M. Sprinkle Memorial Fund
David C. and Mary F. Twine Charitable Fund
2013
Winters Advised Fund
2007
Winston-Salem/Forsyth County Sports Medicine Fund
Stuart F. and Frances McD. Vaughn Advised Fund 2007
Winston-Salem Rotary Benevolent Fund
2003
Peter and Carol Vrooman Advised Fund
Calder and Martha Womble Advised Fund
1986 1996
1995
Susan B. Wall Advised Fund
2009
Erna and Bill Womble, Jr. Advised Fund
Lee Wallace Fund
2010
Ralph Womble and Ashley Edwards Advised Fund 1988
Hans W. and Elizabeth K. Wanders Advised Fund
1981
wurks Charitable Fund
2011
Jack and Jean Ward Advised Fund
1993
Carol Ziel and Donald Kautz Fund
2013
[ 64 ]
The Winston-Salem Foundation annual report
Charitable Trusts The Foundation serves as trustee of Charitable Lead Trusts (CLTs) and Charitable Remainder Trusts (CRTs) for donors and their families. CLTs allow donors to direct income from the trust to the Foundation and/or other charities for a designated period of years.
At the end of that period, the principal can be redirected according to the terms of the original trust documents. CRTs provide lifetime income to designated individuals with the remainder interest of the trust ultimately going to charity.
NEW TRUSTS IN 2016
Joyce H. and James P. Dickerson Charitable Remainder Trust
Margaret W. Parker Charitable Lead Unitrust
Jean Abell Glass 2016 Charitable Remainder Annuity Trust
Frank E. and Mary B. Driscoll Charitable Remainder Trust
Phillips Family 2014 Charitable Remainder Unitrust
William Randolph and Adeen Taylor Myers 2016 Charitable Remainder Unitrust
Donald F. Folger Charitable Remainder Unitrust
Emerson Walter Pitts, Jr. 2011 Charitable Remainder Annuity Trust
Kathryn W. Garner Irrevocable Living Unitrust
Ruth Fay Pitts 2011 Charitable Remainder Annuity Trust
Betty Stevenson 2016 Charitable Remainder Unitrust
Jean Abell Glass 2013 Charitable Remainder Annuity Trust
C. Edward Pleasants Charitable Remainder Trust
Jean Abell Glass 2014 Charitable Remainder Annuity Trust
Nancy T. Pleasants Charitable Reminder Trust
OTHER TRUSTS
Jean Abell Glass 2015 Charitable Remainder Annuity Trust
Nancy H. Southard Irrevocable Living Unitrust
Elms and Harriet Allen Unitrust
Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust
Nancy S. Spencer Charitable Remainder Trust
Stephen G. Anderson Irrevocable Living Unitrust
Edmund B. Hopkins Irrevocable Living Unitrust
James L. Barnhardt Charitable Remainder Trust
Judith O. Hopkins 2014 Charitable Remainder Unitrust
Carol B. and Donald W. Stafford 2007 Charitable Remainder Unitrust
Edward S. and Barbara T. Beason Unitrust
Lucy Kaplan Irrevocable Living Unitrust
Betty and Robert Stevenson 2015 Charitable Remainder Unitrust
Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust
William A. and Edith T. Knott Irrevocable Living Unitrust
Edward E. Stivers Charitable Annuity Trust
Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust
William G. and Ava O. Koronis Charitable Unitrust
Ludy M. Strother Charitable Lead Annuity Trust
Frederick A. Blount and Charlotte F. Blount Irrevocable Living Annuity Trust
Mary Annette Leight 2002 Charitable Unitrust
John J. Sutton, Jr. and Betty P. Sutton Charitable Remainder Unitrust
Mary Annette Leight 2015 Charitable Unitrust
David H. Tate Irrevocable Living Unitrust
Patricia Ann L. and Grady E. Boyles, Jr. 2007 Charitable Remainder Unitrust
Douglas Lewis Family Charitable Remainder Trust
Virginia Burris Trivette 2012 Charitable Remainder Unitrust
Ann Blanton Breese 2007 Charitable Remainder Unitrust
Lineback Family 2015 Charitable Remainder Unitrust
Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust
Ann Blanton Breese 2015 Charitable Remainder Unitrust
Curtis and Sara Long Charitable Remainder Unitrust
Hans W. Wanders Irrevocable Living Unitrust
Eugenie Waddell Carr 2013 CRUT
Sara S. and Curtis E. Long 2005 Charitable Remainder Unitrust
Arthur G. and Susanne S. Weber Charitable Remainder Unitrust
Harry O. Corpening Charitable Remainder Unitrust
William and Drane Vaughn McCall Irrevocable Living Unitrust
A. Tab Williams, Jr. Charitable Annuity Lead Trust
Athalene Couch 2007 Charitable Remainder Unitrust
Nancy Davis McGlothlin Charitable Remainder Unitrust
Mathilda G. Wolfe Charitable Remainder Unitrust
John B. and Grace D. McKinnon Irrevocable Living Unitrust
Funds & Donors
[ 65 ]
Book of Memory The 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, leatherbound books are displayed in the Foundation’s reception area and contain more than 9,200 names. The following names were added to the Book of Memory in 2016.
Linda Radcliff Abrams
Leonard Gray Herring
Nicholas Worth Mitchell
Dr. Thomas E. Shown
George Welborn Ballentine, Sr.
Elizabeth Breeden “Boo” Monroe
Glenn Smith
Sophie Hondros Booras
Vera Harber Maas “Hoppy” Hervey
Thomas Smith
Elizabeth “Liz” Hamrick Brady
John Joseph Hibbits
Dr. John Howard “Jack” Monroe
Carolyn Ann Snyder
Hassel C. Brown, Sr.
Maryan Eugene “Gene” Hill III
Donald L. Moore
Lydia Rebecca Smit Sparrow
Harold Blake Moore
John Henry Hoots
Ann Lewallen King Spencer
Alton Carroll Morgan
Helen Lorraine Mace Houston
Georgia M. Sprinkle
Jack Lee Musten
Mary Adams Stephens
Randall Burton Brown Cassandra Lynn Lewis Brunson Henry M. Carter, Jr. Meriwether Lewis Cuningham Craig Gates Dalton, Sr. Mary “Deany” West Dillon
[ 66 ]
Jacqueline Schwab Hunt John W. Hunt
Bob L. Myers
Ralph Nichols Strayhorn, Jr.
Robert Luther Myers
John Anderson Taylor
George C. Newman Carolyn Olson
Michael “Mike” John Thompson
Shirley Warren Dillon
Christopher “Chris” Harrison Johansson
Morrison Wenceslaus Divine III
Charles Roger Jones
Larry Shields Overton
Walter Richard Totten, Sr.
William C. Donovan
Maeola “Macie” Key
Dorothy Jennings Owens
Clarence Edwin Turner
Nick Doumas
Lawrence “Larry” Kidd, Jr.
Irene Shirley Cohn Pandres
Wilson Owen Vaughn
Madge “Peggy” Hooker Edwards
Helen Frances Killian
Martha Whitney Parent
Mabel Wagoner
Dr. William Elesha, Jr.
William J. “Bill” Lakey, Jr.
Mona Clayton Pass
Judith Ward Walker
Maudevlyn Farney
Rachel King Lawrence
Judith Ann Hesler Payton
Charles David Ficken
William J. Leinbach
Harry Phillips
Elizabeth “Lina” Kimball Wanders
Margie Lynn Foltz
Dr. William C. Little
Harrell Powell, Jr.
Leslie Robinson Warhover
Dianne Hatley Furr
Elizabeth Gladstone Lyon
Alfred Luther Purrington III
Sara Swann Watson
Samuel Meador Gibbs
Kimberlee Lambe Masich
D. J. Redding
Carolyn Cole Shippey Gilden
Bruce Matthews
John T. Roberts
Elizabeth “Cricket” McElrath West
Jane Graper
Edna Matthews
Pamela Kristie Roberts
Lois Wiles Handy Julie Martin Hanes
Charles Hampton “Sam” Mauzy III
J. Ben Rouzie
Madeline T. Harold
Elena Maya-Scott
Sarah MacGregor Ruffin
William “Bill” Fletcher Womble
The Honorable James Albert Harrill, Jr.
Rachel Knouse McBride
Betty Ann Bishop Runnion
H. C. “Woody” Woodall
Nona Lawson McKee
Carolyn Sue Crouse Shields
Wanda Wilson Harris
Grover Cleveland McNair, Jr.
Kay Watts Shields
Audrey Dixon Hastings
Philip Miller
Adrian Rice Shore
The Winston-Salem Foundation annual report
Rose Romer
Gregory Lee White Arthur Tab Williams, Jr. Emily Chloe Winkler
Wylie M. Yarborough Patricia Gail Langford Zimmerman
The Legacy Society The Legacy Society honors generous individuals who
Mr. and Mrs. J. Hal Bolin
Mrs. Stewart T. Butler
Mr. and Mrs. J. Scott Cramer
have established or added to permanent endowments at the Foundation or those who have made similar provisions through deferred or planned gifts, such as charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation. Please contact our Philanthropic Services staff to learn more about membership. The following individuals were members of the Legacy Society as of June 30, 2017. On behalf of future generations, we are grateful for their enduring legacies.
Mr. and Mrs. Henry M. Booke
Ms. Jane Calloway
Mr. and Mrs. Kenneth Craven
Claude and Judy Booker
Ms. Susan M. Cameron
Mr. and Mrs. Julian R. Bossong
Dr. and Mrs. W. Douglas Cardwell
Anna Reilly and Matthew Cullinan
Mr. and Mrs. Glenn C. Boswell, Jr.
Dr. and Mrs. Kenneth Carlson
Mr. and Mrs. Chris Cutler
Dr. and Mrs. Edwyn T. Bowen, Jr.
Mrs. Anne Maddrey Carpenter
Mr. and Mrs. Robert L. Dalton, Jr.
Dr. Emma Jean Z. Bowman
Mr. Coy C. Carpenter, Jr.
Ms. Jacqueline R. Daniels
Ms. Sandra C. Boyette
Mrs. William H. Carr
Mr. and Mrs. Grady E. Boyles, Jr.
Ms. Genie Carr
Mr. Jason Davies and Mrs. Julia Frost-Davies
Dr. Allison Brashear
Ms. Genie Carter
Dr. Sherrill Braswell
Peggy Carter
Ms. Susan F. Braswell
Ms. Virginia Caudill
Mr. G. Franklin Davis Mr. and Dr. Jerry P. Davis Mr. and Mrs. John W. Davis III Mr. and Mrs. Richard N. Davis
Anonymous (20)
Mr. and Mrs. L. M. Baker, Jr.
Ms. Ann Blanton Breese
Mr. and Mrs. C. Ray Caudle
Ms. Katherine Acton and Mr. Gerald Smith
Mr. and Mrs. William P. Baldridge
Mr. and Mrs. J. Paul Breitbach
Mr. M. Campbell Cawood
Mr. and Mrs. David L. Barnes
Mrs. Ann L. Brenner
Mr. and Mrs. Charles W. Chambers
Mr. and Mrs. Ray Mitchell Agnew, Jr.
Mr. and Mrs. Richard D. Barnes
Ms. Frances Brenner
Mr. and Mrs. Christopher J. Chapman
Mrs. Sylvia F. Alderson
Mr. and Mrs. Zeb E. Barnhardt, Jr.
Mike and Wendy Brenner
Mrs. Norma Charles-Sink
Dr. Donna D. Alexander
Mrs. Diane D. Barrett
Mr. and Mrs. Richard A. Brenner
Mrs. Barbara F. Chatham
Dr. and Mrs. Elms L. Allen
Mrs. Hilda S. Barry
Mr. and Mrs. Paul Briggs
Mr. and Mrs. Gerald L. Chrisco
Dr. Laura Allen and Mr. Jeff Allen
Mr. Marshall B Bass
Mr. and Mrs. Douglas E. Broadway
Mrs. Hessie Church
Ms. Gayle N. Anderson
Mr. Stephen P. Batchelor
Mr. and Mrs. Royall R. Brown, Jr.
Mr. and Mrs. Robert C. Clark
Dr. and Mrs. Stephen G. Anderson
Dr. and Mrs. Edward S. Beason
Dr. Helen H. Bryngelson
Mr. George M. Cleland III
Mr. and Mrs. John Appel
Mrs. Barbara C. Beattie
Mr. John D. Budd
Mr. and Mrs. Michael L. Clements
Dr. and Mrs. Donald L. Armitage
Mr. and Mrs. Frank M. Bell, Jr.
Mr. and Mrs. Joseph R. Budd
Mr. D. Elwood Clinard, Jr.
Mr. and Mrs. Jerry Arnold
Mr. Bert L. Bennett, Jr.
Mr. and Mrs. Richard P. Budd
Mrs. Brenda K. Cline
Mrs. Teresa R. Ashburn
Mr. Graham F. Bennett
Mr. Hoan Bui and Ms. Ngoc Nguyen
Mr. and Mrs. John Wayne Clodfelter
Drs. Anthony and Katherine Atala
Mr. and Mrs. James Bennett
Mr. and Mrs. Bill Buitendorp
Mr. and Mrs. Mark Conger
Mrs. Dorothy Atkinson
Ms. Ann Bennett-Phillips
Mr. and Mrs. Charles Norman Bunce
Ms. Michelle M. Cook
Mr. and Mrs. Philip S. Auchincloss
Ms. Sami O. Bills
Dr. Patricia P. Bundy
Mr. and Mrs. A. Robert Cordell, Jr.
Mr. and Mrs. Dan W. Austell, Jr.
Mr. and Mrs. R. Gordon Bingham Mr. and Mrs. William C. Blackburn
The Honorable and Mrs. Richard M. Burr
Mr. and Mrs. Harry Corpening
Ms. Lisa L. Austin
Mr. and Mrs. David L. Cotterill
Mr. and Mrs. Bruce M. Babcock
Dr. Frederick A. Blount
Mr. and Mrs. John W. Burress III
Mr. Noel Lee Dunn and Ms. Mia Celano
Mrs. Donna H. Craige
Ms. Mignon Durham
Mrs. Avolene Badgett
Mr. and Mrs. K. Blaine Burton, Jr.
Bill and Betty Gray Davis Ms. Rebecca M. Deaton Ms. Tonya R. Deem 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 Ms. Brenda B. Diggs Mr. and Mrs. Daniel W. Donahue Mr. and Mrs. Bruce Downing Ms. Grace Draman Mr. and Mrs. Dale E. Driscoll Mr. and Mrs. Frank E. Driscoll Dr. and Mrs. Charles H. Duckett Ms. Nancy W. Dunn
Funds & Donors
[ 67 ]
Legacy Society Members, continued Mrs. John T. Eagan, Jr.
Mr. William T. Goodson
Leonard Herring
Mr. and Mrs. James C. Kennedy
Mr. and Mrs. Parker Maddrey
Mr. Joseph William Edwards
Mr. and Mrs. Robert F. Goodwin
Mr. and Mrs. Michael C. Hetrick
Mr. and Mrs. Truman T. Kiger
Mr. and Mrs. John Mann
Mr. Fred G. Eidson
Mrs. Bryce Gordon
Ms. Emily Millis Hiatt
Mr. and Mrs. John M. King
Ms. Debbie Marshall
Mr. and Mrs. James L. Einstein
Mr. James Gore
Mr. and Mrs. Tommy L. Hickman
Ms. Katie King
Mr. and Mrs. James E. Martin
Mr. and Mrs. Barry Eisenberg
Ms. Natasha Gore
Mr. Hardin P. Higgins
Ms. Marylynn G. King
Mr. David P. Masich
Mrs. Margie Eller
Dr. Louis N. Gottlieb
Margaret V. Hill
Mr. and Mrs. Philip G. Kinken, Jr.
Dr. and Mrs. K. Frank McCain
Ms. Kay Endriss
Mr. and Mrs. Richard A. Gottlieb
Mr. David W. Hill
Mr. M. Carlyle Kinlaw, Jr.
Dr. and Mrs. William McCall, Jr.
Mr. and Mrs. Gerald A. Enos, Jr.
Mr. Vergil H. Gough
Mr. and Mrs. J. Glenn Hilton
Mr. and Mrs. William A. Knott
Dr. Bruce R. McCune
Mr. and Mrs. Charles A. Essic, Jr.
Mr. and Mrs. Bernard Gray
Ms. Margaret Ann Hofler
Ms. Joyce Kohfeldt
Mrs. Nancy D. McGlothlin
Mr. Alexander C. Ewing
Mrs. J.T. Greene, Jr.
Mrs. William F. Hohman
Dr. and Mrs. L. Andrew Koman
Dr. Timothy W. McGowen
Dr. and Mrs. John C. Faris
Mrs. Elizabeth Lovett Grover
Mrs. Barbara Wall Holcomb
Dr. and Mrs. Thomas J. Koontz
Dr. W. Frederick McGuirt
Ms. Heather Fearnbach
Dr. Caryl Guth
Mr. and Mrs. Robert A. Hoover
Bill and Ava Koronis
Mr. and Mrs. Thomas Ray McKinney
Ms. Marlene P. Flinchum
Dr. and Mrs. Paul P. Gwyn
Drs. Judith and Marbry Hopkins
Mr. and Mrs. Arnold N. Lakey
Mr. and Mrs. John B. McKinnon
Mr. and Mrs. Victor I. Flow, Jr.
Ms. Marcia A. Hagerty
Mrs. Edmund B. Hopkins
Ms. Janet Cord Lambert
Ms. Sally R. McLeod
Mr. Gary Flower
Mrs. William N. Hailey
Mr. and Mrs. Billy Hunt
Mr. and Mrs. Donny C. Lambeth
Mr. and Mrs. J. Frank McNair IV
Mr. and Mrs. Donald F. Folger
Kelley and Drew Hancock
Mr. and Mrs. Judd Hunt
Mr. James A. Hancock, Jr.
Mr. and Mrs. Allie Hutchison
Mr. James Lambie and Ms. Lisbeth Evans
Mr. and Mrs. William L. McSwain
Dr. and Mrs. Robert V. Ford, Jr.
Mrs. John G. Medlin, Jr.
Dr. and Mrs. William E. Means
Mrs. Andrea P. Fox
Mr. and Mrs. Richard D. Hancock
Mr. and Mrs. David A. Irvin
Mr. and Mrs. B. Thomas Lawson, Jr.
Mr. and Mrs. John C. Fox
Mrs. Charlotte M. Hanes
Dr. Nathaniel Irvin II
Mr. and Mrs. Terry D. Lefler
Mr. and Mrs. Danny J. Mendenhall Mr. and Mrs. John Merritt
Mr. and Mrs. W. H. Fox
Mr. and Mrs. F. Borden Hanes, Jr.
Dr. and Mrs. Francis M. James III
The Honorable Molly Leight
Dr. and Ms. Larry W. Freeman
Ms. Jane Craig Hanes
Ms. Mary Jamis
Mr. and Mrs. Douglas R. Lewis
Ms. Jean M. Messick Ms. Melanie Micale Mr. and Mrs. John E. Mickey
Mr. David W. Fuller
Ms. Susan F. Harris
Dr. and Mrs. Richard Janeway
Ms. Nancy C. Lide
Mr. Benjamin F. Fulton
Mr. and Mrs. John Harrison
Mr. Ian Jankelowitz
Mr. and Mrs. Joel C. Lineback
Dr. Henry S. Miller, Jr.
Mr. Paul Fulton, Jr.
Mr. and Mrs. Paul D. Harrison
Mr. and Mrs. Harry Jarman
Mr. and Mrs. Joe Lineberry
Mrs. James A. Fyock
Ms. Virginia S. Hart
Mr. and Mrs. W. T. Jenkins, Sr.
Mr. and Mrs. Stanley Lineberry
Mrs. Barbara B. Millhouse
Dr. and Mrs. Joe E. Gaddy, Jr.
Mr. and Mrs. Dennis G. Hatchell
Mrs. Florinda C. Johnson
Mr. James E. Lippard
Mr. and Mrs. James H. Millis, Jr.
Dr. and Mrs. Kenneth R. Gallup, Jr.
Mr. and Mrs. Charles H. Hauser
Ms. Joia M. Johnson
Ms. Adrienne Amos Livengood
Mr. William B. Millis Mr. and Mrs. Neal Millsaps
Ms. Kathryn W. Garner
Mr. and Mrs. Sam Hauser
Dr. and Mrs. Peter C. Johnson
Dr. and Mrs. Dan S. Locklair
Mr. Harold R. Garrison
Mr. and Mrs. Steve J. Hawkins
Ms. Terry Johnson
Mr. Joseph P. Logan
Mr. Richard G. Mock Ms. Ellen N. Monahan Mr. Chester A. Montgomery
Mr. and Mrs. John L. W. Garrou
Mr. Peter E. Hawley
Ms. Beverly Johnston
Mr. and Mrs. Ernest V. Logemann
Mr. and Mrs. John E. Gehring
Mr. and Mrs. Fred W. Hege
Mr. James W. Johnston
Mrs. Curtis E. Long
Dr. William G. Montgomery
Mr. and Mrs. Scott Gerding
Dr. and Mrs. Eugene R. Heise
Mr. and Mrs. Scott D. Jones
Mr. and Mrs. William Longyard
Mr. and Mrs. Robert J. Gfeller, Jr.
Mr. Charles R. Hemrick
Mrs. R. William Joyce
Mr. and Mrs. Frank K. Lord III
Mr. and Mrs. Morris L. Moore
Dr. and Mrs. Samuel T. Gladding
Ms. Frances S. Hendrix
Ms. Lucy Kaplan
Mrs. Carolin Lowy
Mr. and Mrs. Timothy R. Moore
Mrs. Jean Abell Glass
Mr. and Mrs. William B. Kay, Jr.
Ms. Annette P. Lynch
Mr. and Mrs. David R. Morgan
Mr. and Mrs. J. Kirk Glenn, Jr.
Mr. L. Stephen Hendrix and Mrs. Ann S. Hendrix
Mrs. J. Lee Keiger, Jr.
Ms. Patti Ann Lynch
Mr. and Mrs. Steven C. Morgan
Mr. and Mrs. Thomas O. Goodson
Mr. M. N. Hennessee
Mr. and Mrs. Stanhope A. Kelly
Mr. and Mrs. E. Erwin Maddrey II
Mr. and Mrs. Daniel N. Moury
Legacy Society Members, continued Mr. and Mrs. Walter V. Murray
Dr. and Mrs. Wesley F. Phillips
Mr. and Mrs. Andrew J. Schindler
Mrs. Janet T. Thompson
Mr. and Mrs. Paul M. Wiles
Mrs. Adeen T. Myers Mr. and Mrs. Marty Myers
Mr. Emerson Walter Pitts, Jr.
Dr. and Mrs. Robert P. Schwartz
Mr. and Mrs. Stephen A. Thornton
Mr. and Mrs. Joseph Wilhem
Ms. Ruth F. Pitts
Mr. Rick Seamon
Mr. Charles D. Tomlinson
Mr. and Mrs. Arthur T. Williams III
David L. Neal and Jennifer Weaver
Mr. and Mrs. C. Edward Pleasants
Ms. Rebecca Ann Sebastian
Mr. F. N. Tomlinson, Jr.
Ms. Cynthia A. Williams
Mr. and Mrs. David B. Neal
Mr. Dale S. Seibert
Dr. and Mrs. James F. Toole
Mrs. Linda C. Williams
Mr. and Mrs. Lucian H. Neal
Mr. Graydon Pleasants and Ms. Margaret Scales
Ms. Marion H. Sekerak
Mrs. Virginia B. Trivette
Mr. Stephen T. Williams
Mr. Stephen L. Neal
Ms. Nancy T. Pleasants
Mrs. Jacqueline Shelton
Mrs. Louvenia Cox Tucker
Mr. and Mrs. B.J. Willingham
Mr. and Mrs. T. David Neill
Mrs. Richard E. Pope
Mr. and Mrs. John Sherrill
Ms. Frances Porter
Ms. Faye W. Simmons
Mr. Jay Turner and Ms. Tonya Deem
Mr. and Mrs. John W. Willingham
Mr. and Mrs. Fred W. Nordenholz Mr. and Mrs. Christoph Nostitz
Mr. Billy D. Prim
Mr. and Mrs. Paul Sinal
Mr. and Mrs. John L. Turner
Mr. and Mrs. J. D. Wilson, Jr.
Mr. Chester T. Nuttall, Jr.
Mr. J. Timothy Prout
Ms. Cynthia Skaar
Claire and Randall S. Tuttle
Mr. R. M. Wilson
Ms. Sylvia Oberle
Mr. Grady R. Pulliam III
Mr. Willis Slane and Dr. Caroline Chiles
Mr. and Mrs. David C. Twine
Mr. and Mrs. William T. Wilson III
Dr. and Mrs. David Reese O’Brien, Jr.
Mr. and Mrs. Clifford Alan Purcell
Mr. and Mrs. Archie Smith
Mr. and Mrs. Harry B. Underwood II
Ms. Betty S. Winslow
Mr. and Mrs. Sam C. Ogburn, Sr.
Mrs. Elizabeth L. Quick
Mrs. Richard G. Smith, Jr.
Ms. Margaret M. Urquhart
Mr. and Mrs. Steve Wohlford
Mr. and Mrs. Kevin W. Oliver
Mr. and Mrs. H. Chris Ramm
Mr. James N. Smoak
Mr. Robert W. Van Camp
Mr. and Mrs. Harry H. Wolfe
Mr. and Mrs. L. Glenn Orr, Jr.
Dr. Dariel L. Rathmell
Dr. and Mrs. John K. Southard, Jr.
Mrs. Deborah H. Vaughan
Dr. and Mrs. John R. Wolfe
Ms. Katherine W. Otterbourg
Mr. and Mrs. Edward Lee Raymer
Mr. and Mrs. James Y. Spencer
Ms. Patricia A. Vaughn
Mrs. Rochelle Wolfe
Mr. and Mrs. Willis H. Overby
Mr. James K. Reaves, Jr.
Ms. Betsy Spencer
Mr. and Mrs. Robert C. Vaughn, Jr.
Mrs. Allan Hollan Womble
Ms. Barbara M. Page
Mr. Harry L. Reavis
Dr. Susan K. Stephens
Dr. and Mrs. Ramon Velez
Mrs. Calder W. Womble
Mr. Craven B. Page
Mr. and Mrs. John Reilly
Mrs. Robert H. Stevenson
Mr. and Mrs. Michael B. Wall
Mr. John V. Pappas
Mr. and Mrs. Jon R. Reynolds
Mr. John E. Stewart
Ms. Susan B. Wall
Mr. Ralph Womble and Ms. Ashley Edwards
Mrs. Dwight E. Pardue
Mr. and Mrs. Patrick Riazzi
Mrs. Jean J. Stivers
Mr. Hans Wanders
Mr. and Mrs. Selbert M. Wood, Jr.
Dr. and Mrs. John S. Parks
Dr. and Mrs. David G. Rice
Mr. Richard Stockton
Mr. and Mrs. Galen Ward
Mr. and Mrs. D. Lee Woodard
Mr. Christopher A. Parr
Mr. and Mrs. Thomas B. Rice III
Mr. and Mrs. Thomas J. Stopyra
Mr. and Mrs. John F. Ward
Dr. and Mrs. Richard C. Worf
Rev. and Mrs. Nathan E. Parrish
Mr. Clay V. Ring, Jr.
Mrs. Janice K. Story
Ms. Shirley S. Ward
Mrs. Hal G. Worley
Dr. and Mrs. Eugene H. Paschold
Mr. Toby W. Robertson
Mr. Bryan D. Yates
Dr. John Patrick and Dr. Dominique Patrick
Mrs. Eugene Rossitch
Mr. James B. Stuart and Ms. Charlyn Logan-Stuart
Mr. Joseph Washington Mr. and Mrs. William R. Watson
Ms. JoAnn Yates
Mr. and Mrs. Charles Rotgin, Jr.
Mr. and Mrs. Richard L. Sullivan
Mr. and Mrs. Philip R. S. Waugh, Jr.
Ms. Megan McSwain Yeatts
Ms. Julie J. Pearce
Dr. and Mrs. Michael H. Rubin
Mrs. John J. Sutton, Jr.
Mr. and Mrs. Arthur G. Weber
Mr. and Mrs. Karl F. Yena
Mr. and Mrs. G. Clifton Pennell
Mr. and Mrs. Tom Rucker
Dr. Charles V. Taft
Dr. and Mrs. James D. Yopp, Jr.
Mrs. Francis F. Willingham
Ms. Brenda B. Penney
Mr. and Mrs. C. Guy Rudisill III
Dr. and Mrs. David H. Tate
Dr. Glenda Weber and Mr. Wayne Weber
Abbie and Francis Pepper, Jr.
Ms. Avon Ruffin
Mrs. Margaret Taylor
Mr. and Mrs. Dennis H. Webster
Mr. and Mrs. Charles Jeffrey Young
Mr. and Mrs. Clifford W. Perry, Jr.
Mr. Dalton D. Ruffin
Ms. Marguerite B. Taylor
Mr. and Mrs. Edwin L. Welch, Jr.
Ms. Mildred D. Young
Mr. and Mrs. Tony W. Petree
Ms. Karen Sanders
Ms. Rebecca M. Tesh
Mr. and Mrs. R. Michael Wells, Sr.
Mr. and Mrs. Ronnie Young Mrs. Ursula Young Mr. and Mrs. Yasser Youssef
Mr. and Mrs. William H. Petree, Jr.
Dr. and Mrs. William M. Satterwhite, Jr.
Mr. and Mrs. William Thomas Tessien
Mr. and Mrs. Joe Wheliss
Mr. and Mrs. Ross D. Pfeiffer
Dr. and Mrs. Daniel G. Sayers
Ms. Sylvia Theriault
Mr. and Mrs. Joseph Wiegel
Dr. and Mrs. John B. R. Thomas
Mr. and Mrs. Scott F. Wierman
Mr. and Mrs. Stephen F. Phelps
Michelle and Alex Schenker
Dr. and Mrs. Benjamin F. Young
Funds & Donors
[ 69 ]
Donors to Flexible Funds Both the Foundation and the community are grateful for these 2016 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 2016 donors to other named funds, please visit our website at wsfoundation.org/2016donors
VISIONARIES
BENEFACTORS
SUSTAINERS
$20,000 AND ABOVE
$10,000 – $19,999
$5,000 – $9,999
Estate of Henry M. Carter
Estate of William W. Avera
Anonymous
George Franklin Davis CLAT
The Senah C. & C.A. Kent Foundation
Mr. and Mrs. Frank M. Bell, Jr.
Margaret W. Parker Charitable Lead Unitrust
Mr. Noel Lee Dunn and Ms. Mia Celano
L. Gordon Pfefferkorn, Jr.
Mr. and Mrs. J. Kirk Glenn, Jr.
Ms. Joyce Kohfeldt
Mr. and Mrs. C. Edward Pleasants
Dr. and Mrs. Thomas O’Neill
Adrian R. Shore IRA
Mr. Clay V. Ring, Jr.
Estate of Pamela Westrick
United Way of Forsyth County
Estate of Elaine D. Dowdell Mr. Vergil H. Gough Estate of Frank B. Hanes, Sr. Estate of Margaret V. Hill
A. Tab Williams Charitable Lead Annuity Trust
Mr. and Mrs. Richard N. Davis
J.P. Rider Charitable Remainder Trust Leslie R. and Robert E. Warhover Advised Fund Ms. Ann Willis Mrs. Calder W. Womble
ADVOCATES $1,000 – $4,999
Mr. and Mrs. John W. Burress III
Mr. and Mrs. Scott Gerding
The Honorable Molly Leight
Ann Lewallen Spencer Fund
Mrs. Rhea Carter
Mr. and Mrs. Thomas O. Goodson
Mr. and Mrs. W. Randolph Loftis, Jr.
Ms. Nancy S. Spencer
Dr. David Albertson and Dr. Liz Albertson
Mr. and Mrs. F. Hudnall Christopher, Jr.
Mr. and Mrs. Murray C. Greason, Jr.
Mercedes-Benz of Winston-Salem
The Strickland Family Foundation
Mr. George M. Cleland III
Ms. Judith B. Halverson
Mr. and Mrs. Lucian H. Neal
Mr. and Mrs. David L. Cotterill
Mr. and Mrs. F. Borden Hanes, Jr.
Mr. and Mrs. Clifford W. Perry, Jr.
Ludy M. Strother Charitable Lead Annuity Trust
Dr. and Mrs. James P. Dickerson
Mr. and Mrs. Charles H. Hauser
Mr. and Mrs. Michael A. Trawick
Dr. and Mrs. David H. Allen Dr. and Mrs. Elms L. Allen Anonymous (2) Mr. and Mrs. John Appel Dr. and Mrs. Guy Arcuri Ms. Lucy F. Armfield Mr. and Mrs. William P. Baldridge Dr. and Mrs. Edward S. Beason Mr. and Mrs. Henry M. Booke Dr. and Mrs. Malcolm Brown
Dr. and Mrs. James F. Toole
Mrs. Douglas Dillard
Mr. and Mrs. Tommy L. Hickman
Mr. Graydon Pleasants and Ms. Margaret Scales
Mrs. Graham P. Dozier III
Dr. and Mrs. Francis M. James III
Mr. and Mrs. Edwin Robins
Claire and Randall S. Tuttle
Mr. and Mrs. Dale E. Driscoll
Mr. and Mrs. Gordon W. Jenkins
Mr. and Mrs. Richard O. Rogers III
Mr. and Mrs. R. Michael Wells, Sr.
Mr. and Mrs. Frank E. Driscoll
Mr. and Mrs. William B. Kay, Jr.
Salemtowne
Mr. John C. Whitaker, Jr.
Mr. and Mrs. Barry Eisenberg
Mr. and Mrs. Stanhope A. Kelly
Mr. and Mrs. Andrew J. Schindler
Mr. and Mrs. Paul M. Wiles
Mr. Paul Fulton, Jr.
The Mortimer and Barbara Klaus Family Foundation
Mr. Dale S. Seibert
Mr. and Mrs. John W. Willingham
Mr. and Mrs. G. Dee Smith
Mr. and Mrs. H. Vernon Winters
Ms. Linda D. Garrou
*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.
[ 70 ]
The Winston-Salem Foundation annual report
Donors to Flexible Funds, continued
SUPPORTERS $500 – $999
PHILANTHROPISTS UP TO $500
Bill and Betty Gray Davis
Ms. Anne S. Howell
Martin and Donna G. Rader
Mr. and Mrs. James W. Douglas
John and Patricia Hunter
Mr. and Mrs. George A. Ragland
Anonymous
Mr. Azeez A. Aileru
Ms. Nancy W. Dunn
Immedia Print
Ramey, Inc.
Ms. Amy P. Barnhardt
Mr. and Mrs. Miller Allen
Mr. and Mrs. Robert L. Edwards
Mr. and Mrs. James M. Iseman, Jr.
Ms. Silvia Ramos
Mr. Graham F. Bennett
Ms. Betsy Annese
Mrs. Aurelia Eller
Dr. and Mrs. Ali Jarrahi
Mr. and Mrs. Edward Lee Raymer
Mr. and Mrs. R. Gordon Bingham
Anonymous
Mr. and Mrs. John R. Elster, Jr.
Mr. and Mrs. Douglas S. Jones
Mr. and Mrs. Patrick J. Rearden
Mr. M. Campbell Cawood
Mr. and Mrs. James W. Armentrout
Mr. and Mrs. Ronald K. Embry
Ms. Sherry A. Kellett
Ms. Joan E. Reid
Dr. and Mrs. Joseph B. Dudley
Anne and Bill Arnold
Drs. Rick and Megan Erickson
Mr. and Mrs. William A. Knott
Mr. and Mrs. David F. Rowell
James E. Gay
Dr. and Mrs. Philip R. Aronson
Ms. Brenda K. Evans
Ms. Jo Ann Kyslinger
Mr. and Mrs. John L. Ruffin
Mr. and Mrs. J. F. Goins III
Mr. and Mrs. Doug Atkinson
Mrs. John H. Felts
Ms. Judy Lambeth
Mr. and Mrs. William W. Shaw
Kelley and Drew Hancock
Mr. and Mrs. Bruce M. Babcock
Ms. Gene Foster
Mr. and Mrs. Charles S. Baldwin III
Mr. and Mrs. Jerry Francis
Mr. and Mrs. B. Thomas Lawson, Jr.
Mr. Haskell Shelton
Mr. and Mrs. James G. Hanes III Mr. and Mrs. John Harrison
Mr. Bobby Bennett
Ms. Cici Fulton
Ms. Trisha Lester
Amy K. Smith and Kenny Smith
Dennis and Marge Hatchell Charitable Gift Fund
Bethlehem Community Center
Mr. and Mrs. John G. Gallins
Mr. James E. Lippard
Ms. Anna M. Smith
Ms. Becky Bowen, J.D.
Mr. and Mrs. Richard D. Hensel
Ms. Anne Garvey
Ms. Martha Logemann
Ms. Mildred F. Southern
Mr. John B. Brady
Ms. Emmie Long
Mr. and Mrs. Benjamin K. Hodge
Ms. Barbara F. Gerhard
Mr. R. Arthur Spaugh
Dr. Allison Brashear
Integrated Solutions International
Mr. and Mrs. Robert J. Gfeller, Jr.
Ms. Annette P. Lynch
Mrs. Elizabeth N. Sugg
Mr. and Mrs. Timothy P. Brooker
Mr. Chris Lyon
Dr. David L. Kelly, Jr.
Mrs. John R. Surratt
Mr. Coy C. Carpenter, Jr.
Mr. and Mrs. William A. Goodson III
Mr. and Mrs. James E. Martin
Dr. Rogan Kersh and Ms. Sara Pesek
Mr. and Mrs. J. Kenneth Torreyson
Ms. Jo Ellen Carson
Dr. Louis N. Gottlieb
Ms. Carolyn McBride
Mr. and Mrs. Jeffrey Lawyer
Mr. and Mrs. David C. Twine
Mr. and Mrs. Jere Carter
Mr. J. Conrad Graham
Mr. and Mrs. David McBride
Ms. Debbie Marshall
Mrs. Charles F. Vance, Jr.
Ms. Peggy Carter
Mr. and Mrs. Bernard Gray
Dr. and Mrs. William McCall, Jr.
Ms. Davida W. Martin
Mr. and Mrs. Stuart F. Vaughn
Mr. M. Campbell Cawood
Dr. and Mrs. Gary M. Green
Dr. James A. McCool
Mr. and Mrs. T. David Neill
Ms. Jewel Cherry
Mr. and Mrs. Thomas W. Griffin
Mrs. Grover C. McNair, Jr.
Mr. and Mrs. William R. Wallace, Jr.
Or Zarua Fund
Mr. Charles Ciccotti
Mr. and Mrs. Edward W. Griggs
Mr. and Mrs. Dennis W. McNames
Ms. Leila L. Warren
Mr. Kevin Piotrowicz
Mr. and Mrs. Terry A. Clark
Mr. Michael D. Gunter
Dr. and Mrs. J. Wayne Meredith
Mr. Charles Watson
Mr. W. David Shannon
Mr. and Mrs. Ronald J. Clein
Mr. Jonathan D. Halsey
Ms. Ellen N. Monahan
Mr. and Mrs. Harden B. Wheeler, Jr.
Mr. Willis Slane and Dr. Caroline Chiles
Mr. and Mrs. C. Penn Craver, Jr.
Mr. James A. Hancock, Jr.
Kenneth F. Mountcastle
Ms. Meridith C. Whitaker
Mr. and Mrs. John Curtis
Mr. Kenneth A. Hardy
Dr. and Mrs. John R. Mountjoy
Mr. and Mrs. J. Tracy Wilkerson
CustomInk LLC
Ms. Regina Harmon
Mr. and Mrs. Michael Newman
Mr. Andrew Tony Williamson
Mr. and Mrs. Ralph D’Agostino
Mr. Joseph C. Hedgpeth
Mr. Derwick Paige
Mr. John G. Williard
Mr. and Mrs. Robert L. Dalton, Jr.
Mr. M. N. Hennessee
Mrs. John Stephen Parks
Mr. and Mrs. Ben S. Willis, Jr.
Erna and Bill Womble, Jr.
Mr. and Mrs. Jon M. Daly
Mrs. William F. Hohman
Mr. and Mrs. Charles C. Patton
Mr. and Mrs. William T. Wilson III
Mr. and Mrs. James E. Yarbrough, Jr.
Mr. and Mrs. John W. Davis III
Mr. and Mrs. Greg Hoover
Ms. Susan Pfefferkorn
Mr. John G. Wolfe III
Mr. and Mrs. John W. Davis
Mr. and Mrs. C. Royce Hough
Mr. and Mrs. Clifford Alan Purcell
Ms. Latonya Wright
Mr. Hans Wanders Mr. and Mrs. Scott F. Wierman Winston-Salem Chamber of Commerce
Mr. and Mrs. J. Todd Slate
Funds & Donors
[ 71 ]
Financial Overview Combined Statements of Assets, Liabilities, and Net Assets (Modified Cash Basis)—Dec. 31, 2016 and 2015 ASSETS
2016
2015
Cash and cash equivalents
$ 22,619,312
$ 17,371,326
Securities
363,215,036
304,989,714
535,757
675,718
Student loans receivable Notes receivable
465,000
465,000
18,904,750
18,462,530
Assets held in trust—real estate
4,016,275
4,052,275
Building, improvements, and equipment
1,257,743
1,244,497
Split interest assets held in trust (Note 1)
42,716,931
39,791,977
Investment in partnerships
Other assets
1,144,917
1,172,570
Total assets
$ 454,875,721
$ 388,225,607
Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $25,646,789 and $24,387,489 as of December 31, 2016 and 2015, 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 $1,898,607 and $1,876,395 at December 31, 2016 and 2015, respectively.
[ 72 ]
The Winston-Salem Foundation annual report
LIABILITIES AND NET ASSETS
2016
2015
LIABILITIES Amounts withheld from employees
$ 2,228
$ 4,423
Agency deposits
834,152
1,224,723
Split interest assets held in trust (Note 1) Total liabilities
42,716,931
39,791,977
$ 43,553,311
$ 41,021,123
UNRESTRICTED NET ASSETS Discretionary
$ 33,082,140
$ 33,109,740
Field of interest
30,397,880
29,344,631
Scholarship
23,555,307
22,226,811
Student loan Donor advised
624,930
852,845
200,955,601
143,531,324
Donor designated
93,885,393
91,074,086
Agency endowments (Note 2)
20,789,299
19,486,509
Real estate
3,566,141
3,566,141
Administrative
4,465,719
4,012,397
$ 411,322,410
$ 347,204,484
Total net assets
COMMITMENTS (See Note 3) Total liabilities and net assets
$ 454,875,721
$ 388,225,607
These financials represent information for The Winston-Salem Foundation and do not include the consolidation of a supporting organization, The Millennium Fund. If you would like a complete copy of the 2016 audited financial statements, please visit our website at wsfoundation.org.
Combined Statements of Receipts, Disbursements, and Changes in Net Assets (Modified Cash Basis)—years ended Dec. 31, 2016 and 2015 CHANGE IN NET ASSETS
2016
361
2015
289
Interest, dividends, and other investment income
245
$ 87,466,466
$ 36,679,288
4,976,333
5,981,897
Other receipts
62,086
68,373
Total receipts
$ 92,504,885
$ 42,729,558
385
388
’14
’15
310
300
RECEIPTS Donations and bequests
455
Total Assets (in millions)
269
277
’10
’11
211
DISBURSEMENTS Grants
$ 38,467,988
$ 26,562,296
Executive office operations
3,550,178
3,242,783
Trustee banks’ and investment management fees
1,018,237
940,736
Brokerage fees
46,495
29,770
Other disbursements
107,248
168,300
43,190,146
30,943,885
Receipts over disbursements before net realized and unrealized gains (losses)
$ 49,314,739
$ 11,785,673
Net realized and unrealized gains (losses)
$ 14,803,187
($ 6,583,083)
Increase in net assets
$ 64,117,926
$ 5,202,590
Total disbursements
2016
2015
Beginning of year
NET ASSETS
$ 347,204,484
$ 342,001,894
End of year
$ 411,322,410
$ 347,204,484
’06
’07
’08
’09
’12
’13
Total Grants Paid (in millions) 31
38
31 25
24 17
’06
’16
’07
’08
’09
19
’10
21
20
21
’11
’12
’13
’14
27
’15
’16
Financial Overview
[ 73 ]
The Winston-Salem Foundation Committee The community foundation concept that Colonel Francis Fries brought to WinstonSalem 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 Chair
Tommy Hickman Vice Chair
President and Chief Executive Officer Piedmont Triad Partnership
Retired Senior Vice President R.J. Reynolds Tobacco Company
Randall S. Tuttle Treasurer
Linda Garrou Secretary
Founder and Partner Trade Street Capital Partners
Former N.C. State Senator
Alison Ashe-Card
Dr. Gary Green
Ray Hand
Assistant Director, Office of Career and Professional Development Wake Forest University School of Law
President Forsyth Technical Community College
Senior Vice President and Sales and Service Director BB&T Private Advisors
M. Carlyle Kinlaw, Jr., CFA
Davida W. Martin
Dr. John D. McConnell
Senior Financial Advisor Merrill Lynch
Forsyth County Attorney
Chief Executive Officer Emeritus Wake Forest Baptist Medical Center
Retired Senior Vice President Bank of America
[ 74 ]
Executive Director and Chair Wake Forest Healthcare Ventures
Silvia Ramos
Mike Wells
H. Vernon Winters
Independent Inclusion Strategist and Diversity Professional
Partner Wells Law, PLLC
Retired Chief Investment Officer Mellon Financial Corporation
The Winston-Salem Foundation annual report
The Winston-Salem Foundation Supporting Committees 2017 COMMUNITY PHILANTHROPY BUILDERS
2017 STUDENT AID COMMITTEE
Kim Stogner, Chair
Brenda Diggs
Ward Miller
Betty Alexander
Brittney Gaspari
Daisy Rodriguez
Marie Arcuri
Ted Goins
Ed Pleasants
Edna Barker
Michelle Greene
Christina Stewart
Allison Brashear
Andrea Jenkins
Virginia Pleasants
Cheryle Belo
Katherine Hoyt
Jane Suitt
Richard Brenner
Gordon Jenkins
Napoleon Richardson
Carmen Caruth
Julie Johnson
Paula Turner
John Burress
Ray Hand
Michael Trawick
Gwenn Clements
Lamar Joyner
Teresa White
Peggy Carter
Lottie Kay
Hayes Wauford
William Collins
Claudia Kennedy
Mildred Wood
Robbie Chandler
Stan Kelly
Mike Wells
Janet Culpepper
Barbara Lancaster
Latonya Wright
Hunter Coords
Kayce King
Betty Gray Davis
Carolyn Matthews
Karl Yena
Artina Dawkins
Debbie Marshall
Nancy Young
2017 GRANTMAKING SUBCOMMITTEE Tommy Hickman, Chair
Francis Rivers Meza Kenneth Pettigrew
Dean Clifford
Silvia Ramos
John McConnell
Kenneth Raymond
Linda Garrou
Mae Rodney
BLACK PHILANTHROPY INITIATIVE 2017 ADVISORY COMMITTEE
THE WOMEN’S FUND OF WINSTON-SALEM 2017 BOARD OF DIRECTORS
YOUTH GRANTMAKERS IN ACTION 2016–2017 PARTICIPANTS
Alison Ashe-Card, Chair
Mary Jamis
Nykiyah Anthony
Elisabeth Holthusen
Elizabeth Jeter
Geneva Banks
Jaylen Jeffreys
Donna Jones
Ricardo Barahona
Coleman Mack
Amy Justice
Ariyana Caldwell
Randall Tuttle
Carlos Mata-Arellano
Vernon Winters
Roger Hyman, Chair
Deidra Gilliard
T.L. Brown, Vice Chair
Cheryl Harry
Michael Frye, Secretary
Robert Leak, III Takeisha Redd
Thailer Buari
Mae Rodney
Artina Dawkins
Twana Roebuck
James DuBose
Eric Sadler
Robin Barksdale Ervin Shawan Gabriel Nicole Gentles
George McLendon
Paula McCoy
Alison Ashe-Card
Alexes Johnson
Lindy H. Ellis James Gallaher
Lamaya Williams, Vice Chair Phyllis Britnell, Secretary
Amy Leander
Briona Cash
Brenia McCloud
Margaret Leinbach, Treasurer
Elizabeth Lees
Andrew Cox
Salma Mendez-Flores
Amy Lytle
Victor Desnoyers
Julian Monell
Melvin Scales
Katherine Acenas
Paige Meltzer
Siearra Emmerson
Joshua Shields
Gregory Turner
Henri Brown
Lisa Purcell
Riley Fisher
Tony Taylor-Reid
Latoya Cheek
Silvia Ramos
Briana Green
Ashanti Williams
Gwenn Clements
Shawn Ricks
Alex Grosswald
Marla Yokeley
Lawren Desai
Gemma Saluta
Claire Griffin
Melody Thomson
Foundation Committees
[ 75 ]
The Winston-Salem Foundation Staff Seated: Todd Slate, Lisa Avinger, Meridith Whitaker, Sandra Fishel-Booth, Leila Warren, Cici Fulton, Lisa Purcell, Anna Ridener, Betty Johnson, Jonathan Halsey Standing: Christina Stewart, Susan Elster, Layla Garms, Annette Lynch, Eric Freeman, Madelyn McCaully, Sabrina Slade, Scott Wierman, Anne Garvey, Dee Matthews, Andrea Hulighan, Brittney Gaspari, Tamisha Keith, Kay Dillon, Edna Barker Not pictured: David Gore, Jo Ann Kyslinger
Lisa Avinger
Manager, Strategic Initiatives
Edna Barker
Student Aid Associate
Brittney Gaspari David Gore
Vice President, Community Investment Director, Information Systems and Technology
Madelyn McCaully Lisa Purcell
Grants Manager Executive Vice President
Kay Dillon
Director, Student Aid
Jonathan Halsey
Director, Philanthropic Services
Anna Ridener
Administrative Associate, Philanthropic Services
Susan Elster
Philanthropic Advisor
Andrea Hulighan
Director, Community Grants
Sabrina Slade
Director, Strategic Initiatives
Sandra Fishel-Booth Eric Freeman Cici Fulton
Program Officer
Betty Johnson
Financial Assistant
Accounting Associate
Tamisha Keith
Donor Relations Officer
Director, Marketing and Communications
Jo Ann Kyslinger
Gifts Processor
Layla Garms
Program Officer
Annette Lynch
Vice President, Advancement
Anne Garvey
Director, Fund Administration and Stewardship
Dee Matthews
Comptroller
[ 76 ]
The Winston-Salem Foundation annual report
Todd Slate Christina Stewart Leila Warren Meridith Whitaker Scott Wierman
Vice President, Finance and Administration Receptionist Executive Assistant Marketing and Communications Manager President
THE BURRESS FAMILY CENTER FOR PHILANTHROPY
Nonprofit organizations and groups are invited to use this collaborative meeting space to learn, connect, and share ideas. The Foundation is pleased to have hosted over 1,000 community meetings in this space since it opened in 2015. For more information on the facility, please visit wsfoundation.org/ meetingspacereservations
design M Creative cover and story photography Christine Rucker additional photography Terri Burke, Kevin Collins, Nicole Gentles, David Reavis, Martin Tucker, Kim Underwood printing Graphic Visual Solutions story writing Betsi Robinson
Investing in our community by making philanthropy and its benefits available to all.
751 West Fourth Street, Suite 200 Winston-Salem, NC 27101-2702 Telephone (336) 725-2382 Fax (336) 727-0581 Toll-free (866) 227-1209 wsfoundation.org
facebook.com/winstonsalemfoundation @wsfoundation linkedin.com/company/wsfoundation
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