The Winston~salem Foundation
EXCELLENCE 90 Generosity INTEGRITY inclusion YeaRs
2010 RepoRt to the Community | 2009 AnnuAl RepoRt
Values in Motion What happens is what matters.
A thoughtful community may articulate its good intentions;
Through the daily actions of individuals, groups, and businesses,
a community’s values come to life.
so our forces of goodwill must move, too. when GeNeROsITy connects with creativity;
it also stirs them into MOTION.
ReAlITy Is AlwAys MOVING,
when INTeGRITy travels boldly in every direction; when excelleNce inspires the best of who we can be; when INclusION brings us together in trust and friendship —
this is how a community becomes better, stronger, and healthier for all.
Building parks and community gardens.
Promoting the arts and shared traditions.
supporting programs that help people overcome life’s challenges.
Helping students fulfill their dreams of attending college.
It takes action to bring values to life.
And it takes people with vision to act upon their values.
Over time, this collective momentum becomes an extraordinary resource. THe POweR Of VAlues IN MOTION
For all of us, it makes great things happen.
Year in reView
4
stor ies of Values in Mot ion Grants
26
fun d s a n d don or s fin an cia l oVer View
32 54
foun d a t ion coMMit t ees st a ff
8
56
58
our Mission: To invest in our community by making philanthropy and its benefits available to all. THe fOuNdATION’s effORTs ARe INsPIRed By fOuR cORe VAlues: GeNeROsITy – To support sharing in all its forms, linking resources with ideas that improve community life. INclusION – To embrace the contributions of individuals from diverse backgrounds, beliefs, experiences and perspectives. INTeGRITy – To operate with respect, honesty, accountability and fairness to all. excelleNce – To aspire to the highest standards in everything we do.
Message from the President and Committee Chairman
C
OLONEL FRANCIS FRIES established The Winston-Salem Foundation
and vibrant with extraordinary goodwill and a belief that we can always
in 1919 with a $1,000 contribution. Ninety years later, your commu-
improve upon where we are today.
nity foundation ended 2009 with $244 million in assets, and with more than
By honoring our rich philanthropic history, we also embrace the exciting
1,200 funds established by charitable individuals, families, businesses, and
and diverse path that lies ahead for all of us. We believe our community’s future
community organizations— a legacy of great growth.
to be bright, and the Foundation is most excited to be moving ahead with you.
In 2009 the Foundation made more than $17 million in charitable grants —$2 million of which were directed to our Community Grantmaking program. These Community Grants provide funding assistance for local programs that have positive long-term impacts on our community— in far-ranging areas including education, the arts, health, and human services. The Foundation’s Student Aid program has helped local college-bound students since the Leo Caldwell Fund was established in 1923 in memory of a local student athlete who died in a high school football game. In the 2009-2010 school year, the Foundation hit a financial aid milestone — making 546 awards totaling more than $1 million in grants, scholarships, and low-interest loans! Today, just as in 1919, the Foundation serves as a channel, not only for extraordinary generosity, but also for the time and talents of local people and organizations committed to many important causes. In this 2010 Report to the Community we celebrate only a few of the hundreds of stories of donors, community nonprofits and initiatives that have made this community the special place that it is today. As you will see, these stories also reflect the Foundation’s core values of generosity, inclusion, integrity, and excellence. As you interact with individuals and organizations throughout our community, we’d like you to keep in mind how these values are constantly in motion, making Winston-Salem, Forsyth County, and our region alive
Scott F. Wierman, President The Winston-Salem Foundation
Paul M. Wiles, Chairman The Winston-Salem Foundation Committee
yeAR IN ReVIew
Year in review 2010 community luncheon celeBRATING 90 yeARs Of VAlues IN MOTION was the theme for
the Foundation’s 2010 Community Luncheon in May, which was attended by a large and enthusiastic crowd of more than 800 community members. The luncheon program kicked off with rhythmic drum and guitar performances by performers from the Hispanic Arts Initiative. Speakers for the 90th anniversary celebration included current and past Foundation Committee members, leaders from Winston-Salem’s nonprofit community, as well as Foundation donors — all encouraging those in attendance to increase their involvement with both the Foundation and the community by sharing their time, talents, and treasures to make this a better community for all.
Performers from the Hispanic Arts Initiative
The audience learned of the many contributions made to our community by Doug Lewis, the recipient of the 2010 Winston-Salem Foundation
As a special commemoration of our
Award. The 2010 ECHO Awards were also announced and presented to
90th year, the Foundation shared eight
five recipients with very different missions, yet all sharing social capital-
videos highlighting three donors, three
building as a common thread.
Community Grant recipients and two Foundation initiatives that have and will continue to make positive impacts in our community. These stories can also be found in written version in the “Stories of Values in Motion” section in this report. The Foundation sincerely appreciates the 48 generous sponsoring organizations that helped make this special community event possible, and we look forward to the next Community Luncheon to be held in the spring of 2011.
Community members enjoy lunch before the program.
Former Foundation Committee member John Medlin
The Winston-Salem Foundation Award
The ECHO Awards, established in 2001 and presented annually at the
FIRST BESTOWED in 1996, The
Community Luncheon, honor individuals or groups that are connecting
Winston-Salem Foundation Award
and building trust among people. ECHO (Everyone Can Help Out) Award
is given to individuals who have
recipients have been “caught in the act” of creating social capital by building
demonstrated the Foundation’s
trusting connections among people — making our community safer, stron-
values of generosity, excellence,
ger and more understanding.
inclusion, and integrity in a Douglas R. Lewis, recipient of The WinstonSalem Foundation Award
ECHO Awards
The 2010 ECHO Awards were presented to: Nathan Ross Freeman
community activity or on behalf
and Lynn Rhoades for co-founding Authoring Action; Clark Harper for
of a community organization.
developing the Event-O-Rama Web site; Sue Kent for coordinating diverse
The 2010 Winston-Salem Foundation Award, the Foundation’s
Habitat for Humanity builds; Seeds of Love for Errol for building community in the Washington Park neighborhood; and Winston-Salem State
highest honor, was awarded to Douglas R. Lewis at the Community Luncheon
University Black Men for Change for their volunteer leadership in the
in May. Doug has spearheaded two large-scale projects that have the ability to
community.
substantially change the face and heart of Winston-Salem. First, he provided strong
Award winners were selected by a committee representing the Foundation,
leadership in the recent redevelopment of the Southeast Gateway area, resulting in
the ECHO Council, and the community-at-large, and each received $1,000
new residential and mixed-use development and improved connectors with public
to grant to a nonprofit of their choice.
greenways and park land. He is also focusing his time on a current opportunity to redesign the bridges that cross US-52 and I-40 downtown in order to reunite the city—in both physical and spiritual terms. He has helped create a new nonprofit organization, the Creative Corridors Coalition, to make this dream a reality. Also instrumental in the development of SECCA, the Sawtooth Center, and the Stevens Center facilities, Doug has served on many local boards and committees, including those for Old Salem, The Special Children’s School, Winston-Salem Urban League, and Wake Forest University, just to name a few. Doug was selected by a committee comprised of members of various Foundation committees as well as the community-at-large. With the $10,000 grant award that he received, Doug has designated $8,000 to the Creative Corridors Coalition, $1,000 to Leadership Winston-Salem, and $1,000 to
2010 ECHO Award Recipients
Goler Community Development Corporation. the winston-salem foundation annual report
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yeAR IN ReVIew
leadership initiatives THe fOuNdATION suPPORTs INITIATIVes with diverse groups in order to expand philanthropy among individuals in our community.
Black Philanthropy Initiative THe BlAck PHIlANTHROPy INITIATIVe (BPI) seeks to build philan-
thropic relationships with the African-American community by expanding models of charitable giving through education and engagement. Led by a group of African-American volunteers, BPI established the Black Philanthropy Fund to support issues that impact the African-American community, with a special focus on education, financial literacy, and parenting and life skills training. In February 2010, BPI awarded grants totaling $17,500 in the second annual grant cycle of the Black Philanthropy Fund. Grants were awarded to four local nonprofit organizations for programming that
Women’s Fund grants committee member Gwenn Clements presents grant award to Sylvia Oberle of Habitat for Humanity.
addressed BPI’s selected 2009 focus area of financial literacy. BPI will kick off its third grant cycle in late
sINce ITs INcePTION IN 2006, this diverse group of nearly 800
summer 2010 by
women and girls has awarded nearly a half million dollars to organizations
requesting propos-
working to improve the lives of women and girls in our community.
als for program-
Representatives from four grantee organizations—Consumer Credit Counseling Services of Forsyth County, Darryl Hunt Project for Freedom and Justice, Family Services/Head Start, and Grace Presbyterian Church—at the February 2010 BPI grants announcement
The women’s fund of winston-salem
In November 2009 The Women’s Fund held its fourth annual
ming focusing on
awards luncheon, an important event to announce the Fund’s 2009
parenting skills
grantees and connect a community of female donors and supporters
development
to issues that impact women and girls. Wake Forest University Provost
in the African-
Jill Tiefenthaler served as the keynote speaker, sharing her thoughts
American com-
on “The Differences Made by Women and Girls,” with reflections on
munity. Grant
the current economic status of American women as well as the collec-
recipients will
tive assets that women can leverage to make a difference. More than
be announced in
$162,000 in grants to 11 nonprofit organizations were also announced.
early 2011.
The Women’s Fund’s 2010 grant recipients will be announced at their fifth anniversary luncheon to be held in November 2010.
[6–7] OVeRVIew
the winston-salem foundation annual report
In April 2010, the Women’s Fund released a groundbreaking report:
process. In 2010, YGA made four grants totaling $1,535 to groups of
Through a Gender Lens: The Economic Security of Women and Girls in
youth who: raised breast cancer awareness and encouraged students to join
Forsyth County, the first research of its kind to focus specifically on
a high school Race for the Cure team; prepared meals for families staying
the economic circumstances of women in Forsyth County. The com-
at the Ronald McDonald House; purchased school supplies for a youth-
plete report as well as historical grant listings may be accessed on The
led elementary school mentoring program; and organized a dedication
Women’s Fund’s Web site at www.womensfundws.org.
ceremony for a youth-built Habitat for Humanity house.
youth Grantmakers in Action yOuTH GRANTMAkeRs IN AcTION (yGA) is a diverse group of
teenagers who work together to develop guidelines, solicit proposals, and make grants to youth-led projects in Forsyth County. YGA grants are funded through the Youth Philanthropy Initiative Fund of The Winston-Salem Foundation. In addition to receiving donor contributions, the endowment fund grows each year through YGA participant fundraising. Representing 12 area high schools in the 2009-2010 school year, YGA members met regularly to plan the grant application and selection
YGA members and grantees at February 2010 grants celebration Teambuilding activities at YGA’s annual retreat
VALUES in Motion For more than 90 years,
The Winston-Salem Foundation has served as a trusted channel for the
extraordinary generosity and talents of local people and organizations committed to important causes and the overall betterment of our community. In the following profiles, you will discover a variety of passions and commitments, but they all share one fundamental and essential quality—the triumph of values in motion. Reflected in them all are the Foundation’s values—generosity, inclusion, integrity, and excellence. This is what happens when a community not only stands for something but also moves with purpose. In this way, we build upon our rich philanthropic history and look forward to our collective future.
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Carolina Music Ways has received six Foundation grants since it was first established with a 2000 grant from the ECHO Fund. In 2009, the Foundation awarded a grant to help fund elementary school performances of the Carolina Music Ways Old Timey Radio Show.
CoMMuniTy GranTs
sweet sounds of Heritage CAROLINA MUSIC WAYS
i
T’s HARd TO Tell wHO Is HAVING MORe fuN — the Easton
The show, with its multicultural band, brings people together in under-
Elementary School students in the audience or the Carolina Music
standing what we share in common, Matt says. The show’s script pays tribute
Ways musicians who are performing songs from the Yadkin Valley’s rich
to a variety of regional musical greats such as John Coltrane, Doc Watson, the
musical tradition.
5 Royales, Shirley Caesar, Tommy Jarrell, Blind Boy Fuller and the Salem Band.
As soon as the band begins with “Tom Dooley,” the youngsters start
While the Foundation’s support has enabled these professional musicians
clapping to the beat. It doesn’t matter to them that the show includes a
to share their passion for music, Joe confesses that he feels compelled to play
compilation of traditional blues, jazz, bluegrass, gospel, Moravian, old-time
for a good cause. “The love the kids gave us today,” he says, “that’s magical
string band and early R&B—the Carolina Music Ways Old Timey Radio Show
stuff. It can’t be bought.”
has them laughing out loud and singing along while they subtly learn the history behind the tunes. The variety of musical genres shows that “no matter where these people are from or what race … this thing called music, there’s a way it bridges a gap and brings people together in a beautiful way,” says bass player Matt Kendrick. “That’s one of the reasons I’m a musician. The communication factor of it is universal. It doesn’t necessarily have anything to do with words. People dig it.” Trumpet player Joe Robinson has loved jazz ever since he was a child. Before he joined the Carolina Music Ways group, jazz was “the only music I ever thought was important. By joining this group; I began to say, ‘Man, these guys are good with these banjos. I started respecting that music … . We began to just love one another and talk, then I found out how the music was connected from way back. It just has made a difference in my life.” Joe remembers that when he was a child, he saw someone play the trumpet at his school and he immediately wanted one. “It can start at any age. I know every time we play at a school we get somebody, somebody’s going home thinking about it.” the winston-salem foundation annual report
VA l u e s I N M O T I O N [ 1 0 – 1 1 ]
foundaTion donors
a legacy of service the RINg fAMILY
d
uRING fAMIly dINNeRs with his grandparents, Ann and Clay Ring,
was the first female board chair of the United Way and the first woman to win
Hayes Wauford learned lessons that would not only impact his life, but
the Alex de Tocqueville Leadership Society Award, the organization’s highest
that would also enable him to impact the lives of others.
award recognizing lifelong community service and philanthropy. Before her
His grandmother showed him that people were her priority.
death in 2009, Ann was also serving as co-chair of the capital campaign for
“She was always looking for a way to help other folks,” Hayes says.
The Children’s Home.
“The relationships she built with folks from every walk of life and every race and reli reli-
Hayes, who recalls, “She wanted to teach others: You can give in so many ways.” Growing up, he saw that not everyone had the same opportunities, and
gion, across all boundaries,
he says his grandmother understood how difficult that was to reconcile. “She
were amazing.”
taught me to pass along what you’ve been given to others who’ve not been
Ann Ring joined The Winston-Salem Foundation
given as much.” Ann’s philanthropic legacy remains strong, and Hayes still learns valuable
Committee in 1996 where
lessons from his grandfather each day, as he and Clay now work together at
she became a passionate
their construction and property management company.
advocate for ECHO, the
A number of years ago, the Rings established an unrestricted fund that
Foundation’s initiative
supports the Foundation’s Community Grants to a wide range of nonprofits
to build social capital in
each year. Ten years later, Hayes and his wife Amy followed his grandparents’
the community. She also
lead and established their own unrestricted fund at the Foundation.
served on many boards,
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His grandmother’s commitment to volunteerism left an impression on
Unrestricted funds such as these give the Foundation the ability to place
including Horizons
resources in the community where and when it deems they will be the most
Residential Care Center,
effective, and that was important to both generations of the Ring family. “I
SciWorks, and Old Salem,
couldn’t think of better people to trust with giving,” says Hayes. “They cer-
where she chaired two
tainly know the needs of the community much better than we do, and the
capital campaigns. She
needs are changing.”
the winston-salem foundation annual report
The Ann and Clay Ring Fund, an unrestricted fund, was established at the Foundation in 1997. The Hayes and Amy Wauford Fund was established in 2007, also as an unrestricted fund. The Foundation is most grateful for Ann’s leadership and many contributions to our organization as well as to our community. Hayes Wauford and Clay Ring (pictured)
foundaTion iniTiaTives
everyone can Help out eChO NetWORk
j
eff sMITH didn’t intentionally set out to build social capital when he
mortality rates improve, government runs more smoothly, and resources are
started Smitty’s Notes in 1997, but the online newsletter he developed
more equally shared.
very quickly engaged residents and provided a community connectedness that The Winston-Salem Foundation had been seeking. “I think we found each other,” Jeff says. Both he and the Foundation
To bolster social capital, in 1999 the Foundation created the $2.5 million ECHO (Everyone Can Help Out) Fund to make grants over five years for social capital-building programs. In 2003 the ECHO Council was formed
were asking the same question: How do we get people connected to each
by the Foundation to incubate and advocate for social capital-building pro-
other? “It’s really serendipitous.”
grams in our community. Jeff Smith was asked to join the Council as a
Studies show that when a community’s social capital is high, people work better together, neighborhoods are safer, schools are more effective, health and
founding member. At that time, the ECHO Council saw that a key community issue was finding a way to bring volunteerism into the 21st century. “We made it our flagship effort,” Jeff says. This early work evolved into HandsOn Northwest North Carolina, which provides essential technical assistance to nonprofits as well as a Web-based volunteer matching portal that enables people to match their skills with volunteer opportunities at local organizations. Jeff points to the individuals and industries that founded the city and notes, “We’ve always been a giving community. What we’re trying to do is to get people engaged organically—that’s what social capital is all about.” He continues, “I can feel it: Winston-Salem is not the same place it was when I started doing Smitty’s Notes in 1997. I think folks are a lot more energized, a lot more engaged and a lot more aware of what’s happening.”
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In 2009, The ECHO Council, which was created by and has been supported by the Foundation since 2003, became the ECHO Network, an independent nonprofit that continues to support social capital-building in Forsyth County. Current initiatives sponsored by the ECHO Network include conversation groups, Timebanks, and StoryLine, a local story sharing initiative. Jeff Smith (pictured)
The William H. and Lena M. Petree Trust, a student aid endowment, was established in 1996 by Lena Petree in honor of her husband’s 75th birthday. The Petrees’ legacy continues: Since its inception, the Trust has provided scholarships for 37 local students to attend college. Mary Jo Murphy and Bill Petree Jr. (pictured)
foundation donors
Paying it Forward the petree family
t
he son of an electrical contractor, Bill Petree Sr. never
would grow,” Bill says. “He firmly
forgot what it meant to have someone help him go to college.
believed all the gifts he’d received
After finishing high school in 1940, Petree told his minister, Dr. Douglas
were gifts from God, and there-
Rights, that he planned to go to work in the fall with his father. Rights, who
fore he had a responsibility to
also served on the UNC-Chapel Hill Board of Trustees, asked if he had ever
give back.”
considered going to college. He took the young Petree to UNC-Chapel Hill for an interview and he was admitted.
Among his many leadership roles related to community
However, he still lacked the money for tuition.
service, Petree served on The
Petree had heard that student aid was available at The Winston-Salem
Winston-Salem Foundation
Foundation, and he applied for and received a $600 loan to go to college. “I think that’s why he wanted so badly to give back to the community
Committee from 1968-1979. His connection to the Foundation
because the community gave to him to get him started on his educational
continued to grow, and for his
career,” Mary Jo Murphy says of her father, who later attended law school
75th birthday, his wife Lena
and eventually became one of the managing partners of the venerable Petree,
established a scholarship fund in his honor, which he continued to support
Stockton and Robinson law firm in Winston-Salem.
throughout his lifetime.
Bill Petree Sr. and Lena Petree with children Mary Jo and Bill Jr.
“He really appreciated the fact that education could open doors for a
“Education was something he wanted to leave as a legacy,” Bill Jr. says.
person. He wanted other people to have a good education so they could make
Their parents also both enjoyed Foundation events in which they could
the most of their lives. He really encouraged excellence.” Mary Jo remembers how frugal her father was, folding and reusing paper napkins, using pencils down to nubs and turning off an overhead light if a desk lamp would do. Those habits not only set a good example for his children, but also enabled him to save more to help young people who needed
meet the students that their fund had supported. “Mother and Daddy loved putting names and faces with the people who’d received the scholarships,” Mary Jo recalls. Bill Jr. shares, “That’s a great gift to have given to you as a child: To learn how to give back to the community.”
financial assistance for college. Bill Petree Jr. recalls his father talking about “the snowball effect:” “If you lived beneath your means and kept setting money aside, the snowball
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va l u e s i n m o t i o n [ 1 6 – 1 7 ]
Youth Grantmakers in Action was created by the Foundation in 2005 to give area youth the opportunity to gain leadership experience, represent their age group in the community and grant money to youth-led projects that will have a positive impact in Forsyth County. In the 2009-2010 school year, YGA had 19 diverse members representing 12 different area high schools. Brittany Jenkins and Rev. Donald Jenkins (pictured)
foundaTion iniTiaTives
the future is Bright YOUth gRANtMAkeRS IN ACtION
t
He ReV. dONAld JeNkINs and his wife Denise think it’s important
that their daughter Brittany care about her community, which is why they
As a minister, Rev. Jenkins has always considered investing in the community to be part of the church’s role; however, he says that working with BPI
were thrilled with her involvement in the Foundation’s Youth Grantmakers in
helped him to see that philanthropy can be personal. He’s looked for ways to
Action program while she was a teenager.
set aside his own funds, and adds, “I’ve become a little small-time philanthro-
Youth Grantmakers in Action (YGA) members are selected to serve
pist.” Brittany has followed suit by donating birthday and Christmas money
throughout a school year and bring to the group diverse backgrounds and
to the Bethesda Center for the Homeless; she is also now actively leading the
experiences. Members, from ages 15 to 18, develop leadership experience while
formation of a YGA alumni group.
gaining a greater understanding of the community and issues impacting local
“Before getting into YGA I really didn’t know what philanthropy was,”
youth. Youth represent their community, voice their opinions, build group
Brittany says. “I didn’t know I could have a direct impact. YGA has taught me
consensus, and make grants to youth-directed projects in Forsyth County.
to take yourself out of the equation and just think about the people that you
YGA offered Brittany an opportunity to go beyond her church activities,
are affecting. It’s about helping the community.”
schoolwork, and dance, and she developed a passion for philanthropy that she intends to pursue in her studies at UNC-Chapel Hill. Through YGA, she met students from many other high schools, and says, “We all became closer and connected.” “I learned about making rational, good decisions,” she says. The teens learned to be responsible for their decisions about who was funded and how much to give to each group. They learned to think critically about applications. “She was very conscientious about the kind of work that she needed to do,” her father says. She understood that she needed to be involved and to share her opinions, “which she doesn’t have a problem doing,” he adds with a smile. Rev. Jenkins extends the family’s relationship with the Foundation as member and chair of the Black Philanthropy Initiative (BPI), which supports issues and makes grants for programming that positively impacts the AfricanAmerican community.
Brittany (l) with fellow YGA members in 2007 the winston-salem foundation annual report
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CoMMuniTy GranTs
Partnerships to serve older adults SeNIOR SeRvICeS
m
ANy AfTeRNOONs AT THe elIzABeTH ANd TAB wIllIAMs
Adult Day Center, an elderly gentleman with Alzheimer’s disease
Richard Gottlieb, President and CEO of Senior Services, notes that for participants “it’s a chance to continue to be engaged with the community
receives a $10 bill on his way out the door, “payment” for his daily help at
and with others…to have a reason to get up and get dressed and be a part of
the Center by cleaning up and playing a musical instrument. And as he makes
something —that’s really what everyone wants to do,” Gottlieb says. “That’s
his way back to the Center the next morning, his wife discretely gives the $10
part of our mission at Senior Services: To treat people with dignity, to look at
bill back to a staff member to be given to her husband again later in the day.
them not as invalids or invalid but to look for what is valid, what is still very
Since Senior Services’ Elizabeth and Tab Williams Adult Day Center opened in 2000, many such poignant stories can be told, as the Center has already served thousands of community members with memory loss.
much a part of what they can accomplish and what they can do.” For caregivers, the Center also provides a chance to continue with their daytime work and other family responsibilities with the knowledge that their loved ones are in a safe and nurturing environment, as evidenced by its recent national recognition as the top adult day center in the United States. Since the organization was established in 1962, Senior Services has responded proactively to the exponential growth of Forsyth County’s senior population. In 2006, the new Senior Services Center opened on Shorefair Drive, enabling the organization to increase its in-home services to those elderly who are frail and need human contact. Another major accomplishment has been eliminating the waiting list for Meals-on-Wheels. “Today more than 1,200 seniors are enrolled in the Meals-on-Wheels program and are being visited by a whole host of volunteers and staff each day for that vital contact they need,” Gottlieb says. Meals-onWheels currently operates three nutrition programs that provide hot meals, groceries, and frozen meals to the homebound elderly in Forsyth County. Gottlieb notes, “It’s a wonderful program, but it’s also a wonderful partnership that Senior Services has with The Winston-Salem Foundation.”
Richard Gottlieb, President and CEO of Senior Services
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Over Senior Services’ history, Foundation grants have funded programming for scholarships for older adults to attend the Williams Day Center, for nutritious meals for older adults through the Meals-on-Wheels program, and for capital campaigns for both the Senior Services Center and the Williams Day Center. Senior Services established the Senior Services Endowment at the Foundation in 1994 and the Anne and Bill Magness Meals-on-Wheels Fund in 1998.
CoMMuniTy GranTs
a Path to self-sufficiency expeRIMeNt IN SeLf-ReLIANCe
g
RANdMOTHeR JAckIe BAldwIN’s journey to home ownership is
with an initial focus on community outreach and, later on, providing immedi-
a testament to the comprehensive strategies offered by Experiment in
ate financial assistance.
Self-Reliance that enable individuals and families to become self-sufficient. Jackie, a breast cancer survivor who is also a single mother, first completed ESR’s Self-Sufficiency program, which included helping her earn a degree at Winston-Salem State University. With ESR’s support, Jackie also received her
Executive Director Twana Wellman-Roebuck explains, “We have gone through an evolution as an agency. We’ve moved from an emergency assistance model to a self-reliance model.” In what she views as the most successful part of the model, ESR’s Self-
Earned Income Tax Credit, completed the agency’s intensive home ownership
Reliance program utilizes 18 case workers to work one-on-one with clients to
program, and eventually was able to purchase her own home.
develop individual case plans that map out strategies to empower self-reliance.
Lessons in economic literacy that lead to long-term financial success have become a mainstay of the nonprofit agency, which was established in 1964
Case workers assist in identifying the client’s critical needs as well as opportunities for vocational training and improving skill sets. Clients take classes in financial literacy, which teach them to more effectively examine their expenses, manage money, and balance their accounts. Clients also develop a savings plan through the NC Saves program, in which local bankers help clients establish free or low-cost banking relationships. Some clients, such as Jackie, go on to complete the Individual Development Account (IDA) program, a rigorous 10-month financial literacy program that starts the savings process for a house down payment and provides individuals with strategies to succeed in home ownership. In addition to these vital programs, ESR works with the Chamber of Commerce, Forsyth Tech, and Joblink to identify trends in employment so that clients can acquire relevant skills for the jobs available today. “We want to make sure people are prepared for jobs when those jobs are there for them,” Twana says. “We have to be cognizant of the needs of all the components of the community. We all are one.”
Twana Wellman-Roebuck, Executive Director of Experiment in Self-Reliance
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The Foundation has provided Community Grants to Experiment in Self-Reliance throughout ESR’s history, including grants supporting the IDA program, funding a caseworker for the Transitional Housing program, and funding a strategic planning process. Jackie Baldwin and family (pictured)
The James A. Gray Endowment was established in 1946 as a designated fund to benefit the following North Carolina schools and colleges: Brevard College; Davidson College; Duke University Divinity School; Greensboro College; High Point University; Louisburg College; St. Mary’s School; Salem Academy & College; UNC-Chapel Hill; Wake Forest University Baptist Medical Center; and Winston-Salem State University. It remains the largest individual fund at the Foundation. Aurelia Gray Eller (pictured)
foundaTion donors
a legacy of education
j
the gRAY fAMILY
AMes A. GRAy’s PAssION for education is evidenced by the establish-
ment of his $1.7 million endowment in 1946 to 11 North Carolina
schools, colleges and universities—even including his alma mater’s rival as a
Gray’s initial $1.7 million endowment has now grown into a $15.5 million fund, and in the last 10 years alone it has granted a total of nearly $9.6 million to the 11 designated learning institutions it supports annually—this
grant recipient.
figure alone constitutes more than five times his ini-
Before graduating from UNC-Chapel Hill
tial gift. His foresight in investing in education will
in 1908, James A. Gray served as a team football
continue to have a lasting impact in improving and
manager, and the UNC-Duke rivalry was already a
supporting higher education in his beloved state—
Tar Heel tradition. However, in 1950 his daughter
in perpetuity.
Aurelia Gray Eller would attend Duke University
At James A. Gray’s funeral at Centenary United
because at that time Carolina didn’t allow women to
Methodist Church in 1952, Dr. Mark Depp aptly
enroll until their junior year. As a way of ensuring
noted, “If it is true that the only riches a man can
her team loyalty, her father made her promise three
take with him when he dies are the riches he has
things: never to play a sport against UNC; always to
given away during his life, then how very full must
sit on the Tar Heel side when they played Duke; and
be the hands of James Gray today.”
she also had to promise not to marry a Duke man.
Aurelia, who is on the Board of Directors for
“He had a sense of humor,” Aurelia recalls.
the Arts Council of Winston-Salem and Forsyth
“And yet he was strong; once you promised him something, you’d better stick to it.”
County and is an active member of St. Paul’s James A. Gray
The former president of R.J. Reynolds Tobacco Co., Gray also served on the Board of Directors at Wachovia Bank. He was married to Pauline Bahnson Gray, who grew up in Old Salem and was active in the community’s restoration. During his two terms in the N.C. State Legislature, Gray ensured that
Episcopal Church, served for nine years on the Winston-Salem State University Board of Trustees. A supporter of the city’s new baseball stadium, she’s thrilled to see downtown Winston-Salem thriving. In addition to her own contributions, she now often requests funds for worthy community organizations. “I feel the responsibility for carrying on,
schools, especially colleges and universities, received significant funding.
as did my brothers and sisters,” she says. “You never feel like you’ve done
Aurelia says, “He thought that if young people were going to be leaders and
enough.”
movers and shakers in this economy and in this country, they had to have an education.” the winston-salem foundation annual report
VA l u e s I N M O T I O N [ 2 4 – 2 5 ]
Grants 2009 sinCe our esTaBlishMenT in 1919, the Foundation and nonprofit organizations
have been essential partners in making this a healthier place to call home. In 2009, the Foundation awarded a total of $17 million in grants, including nearly $2 million in Community Grants to local nonprofits. The Foundation’s Student Aid Program provided 546 student awards in the 2009-2010 school year, with more than $830,000 distributed in scholarships and grants and $174,000 in low-interest loans.
types of Grants CoMMuniTy GranTs from the Foundation’s unrestricted and field
desiGnaTed GranTs ensure long-term annual support from a fund’s
of interest funds are focused in seven program areas: Arts and Culture, Education and Recreation, Health, Human Services, Older Adults, Public Interest, and Youth. A comprehensive list of 2009 Community Grants is provided on the pages that follow. For information on Community Grantmaking application procedures, please refer to the “Grant Seekers” section of the Foundation’s Web site at www.wsfoundation.org.
income for one or more organizations identified by the donor at the time the designated fund is created.
advised GranTs connect donors with the power of philanthropy
through advised funds and funds that are advised by committees and others. While final grant decisions rest with the Foundation Committee, donors’ preferences are considered carefully in awarding grants from these funds. [26–27] GRANTs
the winston-salem foundation annual report
sTudenT aid sCholarshiPs, GranTs and loans are made
through the Foundation’s Student Aid Program to assist individuals in their post-secondary education. For additional information on Student Aid application procedures, go to the “Students” section of www.wsfoundation.org.
Grants The following organizations received funding for Community Grants from the Foundation in 2009. These organizations, listed by
program area, cross geographic, cultural and racial divides as they serve our community. Grant totals also have been provided by program area for 2009 grants committed from designated and agency endowment funds and advised funds.
Arts and Culture Organization Name
Grant Amount
PROJECT DESCRIPTION
Fund name(S)
Arts Council of Winston Salem and Forsyth County
$75,000
to support a strategic marketing initiative
Charles Babcock, Jr. Field of Interest Fund, Samuel A. and Roslyn S. Harris Fund
Carolina Chamber Symphony
$5,000
for marketing costs for a new concert series
Samuel A. and Roslyn S. Harris Fund
Carolina Music Ways
$2,210
to educate students about the region’s musical heritage
Samuel A. and Roslyn S. Harris Fund
Downtown Arts District Association
$5,000
to support the restoration of a mural in the Arts District
Earline heath King Fund, Vicki Van Liere Helms Art Fund, Mary Reynolds Babcock Cultural Improvement Fund
Enrichment Center, Inc.
$17,000
to support a sculpture garden
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
Hispanic Arts Initiative
$4,832
to implement an advertising campaign
Community Arts Fund, Mary Reynolds Babcock Cultural Improvement Fund
Little Theatre of Winston Salem
$28,000
to support a marketing assistant
Community Arts Fund, Walter V. and Martha W. Murray Advised Fund
North Carolina School of the Arts Foundation, Inc.
$8,000
to support the expansion of the preparatory dance program for a second year
Walter V. and Martha W. Murray Advised Fund, Charles Babcock, Jr. Field of Interest Fund, Eisenberg Family Fund for Arts and Culture
Piedmont Chamber Singers
$5,000
for a marketing consultant to create a marketing campaign
Samuel A. and Roslyn S. Harris Fund
Piedmont Opera
$1,000
to support board development
Eisenberg Family Fund for Arts and Culture
Sawtooth School for Visual Art
$13,000
for Web site development and organizational brochures
Charles Babcock, Jr. Field of Interest Fund
Southeastern Center for Contemporary Art
$20,000
to support a development professional
Charles Babcock, Jr. Field of Interest Fund
Southeastern Center for Contemporary Art
$25,000
for a strategic plan
Charles Babcock, Jr. Field of Interest Fund
UNC School of the Arts
$10,000
to support the fourth Magnolia Baroque Festival
Walter V. and Martha W. Murray Advised Fund, Charles Babcock, Jr. Field of Interest Fund
Winston Salem Children’s Chorus
$9,000
for marketing and advertising
Samuel A. and Roslyn S. Harris Fund
Winston Salem Symphony
$15,000
to help fund a marketing and development assistant for a third year
Samuel A. and Roslyn S. Harris Fund, Walter V. and Martha W. Murray Advised Fund
Winston Salem Theatre Alliance
$20,000
to fund a marketing and development consultant and advertising materials
Charles Babcock, Jr. Field of Interest Fund, Walter V. and Martha W. Murray Advised Fund
Grants Committed from unrestricted and field of interest funds
$263,042
Grants Committed from Designated and Agency Endowment Funds
$141,290
Grants Committed from Advised Funds
$829,721
Total 2009 Grants committed to arts and culture
$1,234,053
GRANTS public interest Organization Name
Grant Amount
Project Description
Fund NAME(S)
American Red Cross/Northwest NC Chapter
$15,000
to help children and adults in fire prone areas learn about fire prevention
Robert Edwin Taylor and Margaret Long Taylor Memorial Fund, Walter V. and Martha W. Murray Advised Fund
Downtown Winston Salem Partnership
$10,000
to support a development position
Richard E. Ashburn Trust
ECHO Awards
$5,000
2009 ECHO Award Designation
Carolina Steel Endowment Fund
ECHO Council
$140,000
to provide operational and programmatic support
The Community Fund, Carl W. and Annie M. Harris Endowment Fund
ECHO Network
$138,500
to foster enriching, trusting, and long lasting relationships among diverse people.
BB&T Fund, Lillian S. Stultz Fund, The Community Fund, James R. Hankins Fund, Howard Gray Endowment
Forsyth Futures
$60,000
to fund a community collaborative to improve positive outcomes for children, adults, and families
Katherine W. Otterbourg Fund, Edward S. and Barbara T. Beason Advised Fund, John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust, John W. and Alice Rose Alspaugh Memorial Funds
Garden Club Council of Winston Salem and Forsyth County
$2,000
to build social capital by expanding community gardens in Forsyth County
Anne Hanes Willis Fund, Drane V. McCall Fund for Winston Salem Beautiful
Habitat for Humanity of Forsyth County
$48,000
to support the Cherry Street Neighborhood Build
Spencer and Nell Waggoner Charitable Fund Unrestricted, Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara T. Beason Advised Fund, John A. and Marguerite B. Taylor Fund, Christopher Richard Eagan Fund
HandsOn NWNC
$60,000
to support capacity building for nonprofits and increase volunteerism
Ann and Clay Ring Fund, James R. Deadrick Fund, Walter V. and Martha W. Murray Advised Fund, Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund Unrestricted
Leadership Winston Salem
$25,000
to help support a part time development professional
The Community Fund, Lila Church Bradford Memorial Fund
Neighbors for Better Neighborhoods
$50,000
to support the development of community assets in neighborhoods
Lila Church Bradford Memorial Fund, Walter V. and Martha W. Murray Advised Fund
New Winston Museum
$18,000
for exterior improvements to the interim museum building
Anne Hanes Willis Fund
North Carolina Victim Assistance Network
$5,000
to provide information and training for crime victim service providers and crime victims
Chrissy Gallaher Victim’s Assistance Fund
Piedmont Land Conservancy
$10,000
for a development professional
Wachovia Bank of North Carolina Fund
Presbyterian Interracial Dialogue
$5,000
to support PIRD, Temple Emanuel, and Masjid Al Muminun in building a Habitat for Humanity House
Bess Gray Plumly Fund
Rufus Dalton Awards
$4,000
to award the Rufus Dalton Award to four officers who were injured in the line of duty
Rufus W. Dalton Trust
Rural Initiative Project, Inc.
$5,000
to support the relocation and restoration of Red Bank School
James A. Gray Family Fund
Triad Community Kitchen
$20,000
to support the development of Providence Restaurant, a nonprofit restaurant to provide long term employment training
Charles Babcock, Jr. Discretionary Fund
YMCA of Northwest North Carolina
$70,000
to support the capital campaign
Bill and Helene Halverson Fund, Ava Gardner Fund, J. Frank and Mary S. Mock Fund, Thomas H. Davis Advised Trust, Camp Robert Vaughn Fund, Edna B. Parkin Georges Youth Fund
Grants Committed from unrestricted and field of interest funds
$690,500
Grants committed from designated and agency endowment funds
$125,556
Grants committed from advised funds
$1,594,270
Total 2009 Grants committed to public interest
$2,410,326
older adults Organization Name
Grant Amount
Project Description
Fund NAME(S)
Senior Services, Inc.
$93,750
to provide nutritious food to homebound older adults through the Meals on Wheels program
Harriet Taylor Flynt Fund, Edward S. and Barbara T. Beason Advised Fund, Walter V. and Martha W. Murray Advised Fund, Otis B. and Genevieve Parrish Fund, Sturmer Samaritan Fund
Grants Committed from unrestricted and field of interest funds
$93,750
Grants committed from designated and agency endowment funds
$180,664
Grants committed from advised funds
$355,906
Total 2009 Grants committed to older adults
$630,320
eduCation and reCreation OrganizatiOn name
grant amOunt
PrOJeCt DeSCriPtiOn
FunD name(S)
Arts Based Elementary School
$12,000
to fund the documentation of arts integrated teaching practices for a second year
Samuel A. and Roslyn S. Harris Fund
Carter G. Woodson School of Challenge
$37,884
to fund a library media specialist
A. F. Clement trust Fund, Katherine W. otterbourg Fund, Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara t. Beason Advised Fund
the Children’s Center for the Physically Disabled
$2,000
for a student enrichment opportunity
Claire Lockhart Follin Mace Fund
the Children’s Center for the Physically Disabled
$55,000
to fund a development and donor relations officer for a second year
Claire Lockhart Follin Mace Fund
Downtown Middle School
$25,513
to help fund sustainable classroom technology
Jessica t. Fogle Fund, A. F. Clement trust Fund
Forsyth Education Partnership
$9,000
for school board election voter guides and two informational workshops for potential and declared candidates
J. C. tise Fund, Robert A. and Constance C. Emken Education Fund
Forsyth technical Community College Foundation, inc.
$42,000
to support the Analytical training Center of the Bionetwork Pharmaceutical Center
Charles Babcock, Jr. Discretionary Fund
Reagan Fine Arts Booster
$3,000
to provide music education for Forsyth County students
Samuel A. and Roslyn S. Harris Fund
Winston Salem Street School
$20,000
to provide support for accreditation and development activities
Jessica t. Fogle Fund, Elizabeth Lovett Education Endowment, Harvey Seward Martin Fund
Winston Salem/Forsyth County Schools
$28,438
to help support a bilingual community outreach worker for teen mothers and their children for a second year
Jessica t. Fogle Fund
grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS
$234,835
GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS
$817,033
GRAntS CoMMittED FRoM ADViSED FUnDS
$3,671,366
tOtal 2009 grantS COmmitteD tO eDuCatiOn anD reCreatiOn
$4,723,234
youth OrganizatiOn name
grant amOunt
PrOJeCt DeSCriPtiOn
FunD name(S)
Authoring Action
$15,000
to fund the position of program director for a third year
Charles Babcock, Jr. Field of interest Fund, Edna B. Parkin Georges youth Fund
Big Brothers Big Sisters Services
$28,000
to support a case manager position for the teen Mother Program
DeForest Family Fund, John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust
Children’s Law Center of Central north Carolina
$28,350
to support a child advocacy clinic
Charles Babcock, Jr. Discretionary Fund, Allan M. Hutcherson Fund, Camp Robert Vaughn Fund
El Buen Pastor Latino Community Services
$5,000
to partially fund a position for youth programming for a third year
Edna B. Parkin Georges youth Fund
Kappa League of Winston Salem
$1,000
to fund a historical enrichment experience for young men
youth Activities Fund
north Carolina Lady tigers
$400
to support participation for low income youth
youth Activities Fund
Salem Gardens youth Council
$300
for an educational trip to Raleigh
youth Activities Fund
Winston Lake Lakers 10 and Under AAU
$400
to support low income youth participation
youth Activities Fund
Winston Salem indians
$500
to fund registration fees for youth who cannot afford to participate
youth Activities Fund
Winston Salem tiny Vikings
$1,000
to fund registration fees for youth who cannot afford to participate
youth Activities Fund
yMCA of northwest north Carolina
$6,600
to support the y Sail program for a second year
J. Frank and Mary S. Mock Fund, Sandehill Recreation Fund
yMCA of northwest north Carolina
$20,000
for the Support our Students program
John A. and Marguerite B. taylor Fund, Walter V. and Martha W. Murray Advised Fund, Caroline Gamble Charitable Fund, Christopher Richard Eagan Fund, Jessica t. Fogle Fund, Edward S. and Barbara t. Beason Advised Fund
grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS
$106,550
GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS
$211,348
GRAntS CoMMittED FRoM ADViSED FUnDS
$244,608
tOtal 2009 grantS COmmitteD tO yOuth
$562,506 the winston-salem foundation annual report
Grants [28–29]
GRANTS health Organization Name
Grant Amount
Project Description
Fund name(s)
Hospice & Palliative Care Center
$80,000
to support the expansion of the Kate B. Reynolds Hospice Home as part of the Vital Connections capital campaign
John W. and Alice Rose Alspaugh Memorial Funds, Lena Albright Memorial Fund, Spencer and Nell Waggoner Charitable Fund Unrestricted, Jeannette Norfleet Fund, Frank E. Llewellyn T.B. Fund, Twin City Hospital Funds
Positive Wellness Alliance
$15,000
to support the HIV Case Management Program in Forsyth County
Harriet Taylor Flynt Fund
Prevent Blindness North Carolina
$5,000
to fund vision screening for preschool children in Forsyth County
Claire Lockhart Follin Mace Fund
Shepherd’s Center of Greater Winston Salem
$35,000
for a congregational nurse and health ministry program for a second year
Harriet Taylor Flynt Fund, Marieanne and Jerry Long Advised Fund, Edward S. and Barbara T. Beason Advised Fund, Walter V. and Martha W. Murray Advised Fund
Wake Forest University Health Sciences
$30,000
to fund a nutrition education program for low income and Spanish speaking families for a second year
Spencer and Nell Waggoner Charitable Fund Unrestricted
Grants Committed from unrestricted and field of interest funds
$165,000
Grants committed from designated and agency endowment funds
$793,917
Grants committed from advised funds
$816,343
Total 2009 Grants committed to health
$1,775,260
Religion Grants committed from designated and agency endowment funds
$310,038
Grants committed from advised funds
$2,118,863
Total 2009 Grants committed to religion
$2,428,901
human serviCes OrganizatiOn name
grant amOunt
PrOJeCt DeSCriPtiOn
FunD name(S)
Advocacy for the Poor
$7,000
to support development and marketing expenses
Bess Gray Plumly Fund, Vera Goldberg Memorial Fund
AiDS Care Service
$35,000
to continue a mental health support service for HiV+ individuals for a third year
Harriet taylor Flynt Fund
Bethesda Center for the Homeless
$25,000
to help support a development director for a third year
William n. Hailey Fund
Darryl Hunt Project for Freedom and Justice
$19,000
to support re entry work with formerly incarcerated individuals for a second year
Warren David Ashburn Fund, Andrew Dale Advised Fund, Sarah Murphy McFarland Advised Fund
Exchange SCAn
$17,000
to develop marketing materials
John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust, Edna B. Parkin Georges youth Fund
Family Promise of Forsyth County
$23,000
to support a case management position
Bess Gray Plumly Fund, Walter V. and Martha W. Murray Advised Fund
Family Services, inc.
$25,000
to support the Healing Gardens project
Walter V. and Martha W. Murray Advised Fund, Anne Hanes Willis Fund
Group Homes of Forsyth, inc.
$20,000
to support the Assisted Daily Living skills classroom program
Walter V. and Martha W. Murray Advised Fund.
Horizons Residential Care Center
$15,000
to assist with emergency maintenance expenses
Eugene and iola Daniels Memorial trust Fund for the Mentally Handicapped
imprints
$19,250
to support a parent educator at the Downtown Health Plaza and Winston East Pediatrics
John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust, Joseph G. Gordon Fund, Mae W. Hubbard trust
nC Housing Foundation
$39,300
to support the predevelopment work of a transitional housing project for veterans
Harriet taylor Flynt Fund
Prodigals Community, inc.
$20,000
to help improve staff communication and the job training program
Franklin Cromer Cordell Fund, Shepherding Fund, Margaret W. Parker Fund, John Alexander McClung DDS FACD trust, Walter V. and Martha W. Murray Advised Fund, Credence Fund, Mil and Marsh naugle Fund
Special olympics north Carolina
$4,942
to fund Forsyth County athletes to train and compete locally in tennis and roller skating
Eugene and iola Daniels Memorial trust for the Mentally Handicapped
University of north Carolina at Greensboro
$5,000
to support a clinical graduate studies program involving adults with traumatic brain injury
Claire Lockhart Follin Mace Fund
Vigils for Healing
$5,000
to provide monetary support for the family members of victims of violent death
Chrissy Gallaher Victim’s Assistance Fund
yMCA of northwest north Carolina
$4,096
to purchase a chair lift to provide pool access at the Winston Lake yMCA for indviduals who are elderly or disabled
Claire Lockhart Follin Mace Fund
grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS
$283,588
GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS
$233,397
GRAntS CoMMittED FRoM ADViSED FUnDS
$2,000,199
tOtal 2009 grantS COmmitteD tO human ServiCeS
$2,517,184
the winston-salem foundation annual report
Grants [30–31]
funds and donors committed donors have invested in the current and future health of our community. These charitable individuals, families, and organizations have enabled the Foundation to support many causes, from education and arts and culture to human services, enriching the lives of our neighbors in all life stages — from youth through older adults. As of December 31, 2009, the Foundation was honored to administer more than 1,200 charitable funds serving a variety of philanthropic purposes. for More Than 90 years,
kNOwING THAT THey cANNOT PRedIcT future opportunities to help in our community, many donors demonstrate the highest level of trust in the integrity of the Foundation by establishing endowed unrestricted and field of interest funds that support timely cOMMuNITy GRANTs such as those profiled and listed earlier in this report. Community Grants, to organizations as varied as Carolina Music Ways, Experiment in Self-Reliance, and Senior Services, have and will continue to impact our community positively and substantially for many
years to come—and the Foundation’s ability to provide Community Grants has been crucial in supporting these integral programs over time. The Foundation administers both endowed and non-endowed donor funds, matching individuals, families and organizations with fund types that will help them accomplish their giving goals. We are eternally grateful for all of our donors, and we look forward to serving as a resource for many more philanthropic journeys in the years to come.
Types of Funds Endowed Funds:
STUDENT AID FUNDS provide students with the resources to pursue
UNRESTRICTED FUNDS offer the broadest option for charitable giving.
their academic goals. Donors may establish funds to support students
Income from these funds will be used to meet changing funding oppor-
from a particular high school, church, or county, or those who attend
tunities in our community over time through Community Grants.
a specific college or university.
FIELD OF INTEREST FUNDS give donors the opportunity to provide
real estate funds are properties designated for a charitable use
Community Grantmaking support within a broad area of interest
and titled in the Foundation’s name. The Foundation has continuing
(e.g., human services, health, arts and culture, etc.)
oversight of the use and care of the property as well as responsibility for disposition should the designated use become impractical or undesirable.
DONOR-ADVISED FUNDS enable up to two family generations of
donors or outside committees to make charitable grant recommenda-
non-endowed Funds:
tions. Foundation staff can assist donors with background information
NON-ENDOWED ADVISED FUNDS offer donors a simple and efficient
on charities or help identify pressing community needs. These funds are
process in which to fulfill their annual charitable giving goals.
a convenient method of simplifying charitable giving and are an attractive alternative to a private foundation.
TEMPORARY AND SPECIAL FUNDS give the Foundation the ability
to hold a limited number of funds for organizations and individuals for DESIGNATED FUNDS are established by donors who wish to provide
charitable projects.
annual support to specific charities. Should the organization(s) cease to exist, the Foundation has the responsibility to ensure that a donor’s original intent is met.
HOW TO ESTABLISH A FUND: Setting up a fund and establishing your giving legacy is simple. Our Philanthropic Services staff will walk you through the steps to make
AGENCY FUNDS are established by charitable organizations. The orga-
sure that the fund you establish meets your charitable giving goals.
nization benefits from the Foundation’s professional investment manage-
Please contact us at www.wsfoundation.org or call us at (336) 725-2382
ment administration, allowing the agency’s staff and board to focus on
for more information.
providing necessary services to its constituents.
the winston-salem foundation annual report
funds and donors [32–33]
Endowed funds
Unrestricted and Field of Interest Funds UNRESTRICTED FUNDS offer the broadest option for charitable giving. Income from these endowed funds is used to meet the changing needs of our
community over time through Community Grants. FIELD OF INTEREST FUNDS give donors the opportunity to provide Community Grantmaking support within a broad interest area (e.g., human services, health, arts and culture, etc.). new funds in 2009
purpose
Mary A. Payne Charitable Fund for Human Services
Established by the Mary Ann Payne Revocable Charitable Trust to benefit human services
Nancy H. Wilson Fund FUND
Established by bequest for unrestricted purposes year established
Louise and Sam Adams Community Fund Lena Albright Memorial Fund
2005 1979
purpose Established through a charitable trust to support the charitable needs of the community Established by family and friends for organizations that provide comfort and benefit to those suffering from cancer, especially leukemia
R. Worth Allen and Atha J. Allen Fund
2005
Established by Mrs. Atha Allen in 1989 in memory of her husband and later endowed
John W. and Alice Rose Alspaugh Memorial Funds
1964
Established by bequest by John W. Alspaugh to provide health care to underprivileged people
John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust
1964
Established by bequest by John W. Alspaugh in memory of his parents to support programs for disadvantaged youth
Anonymous Trust #2
1999
Established by an anonymous donor as an unrestricted fund
Richard E. Ashburn Trust
2002
Established by bequest as an unrestricted fund
Warren David Ashburn Fund
1968
Established for charitable purposes of the Foundation
Charles Babcock, Jr. Discretionary Fund
2006
Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong support of emerging and changing community needs
Charles Babcock, Jr. Field of Interest Fund
2006
Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong interest in arts and culture in the community
Mary Reynolds Babcock Cultural Improvement Fund Nancy R. Baity Trust
1950 2000
Established for grants and loans to cultural and arts groups in the community Established in memory of her husband Ira W. Baity, Jr. to support programs for disadvantaged children and youth
Bank of America Fund
1995
Established as an unrestricted fund in honor of the Foundation’s 75th Anniversary
BB&T Fund
1994
Established as an unrestricted fund in honor of the Foundation’s 75th Anniversary
Lila Church Bradford Memorial Fund
1999
Established as an unrestricted fund
John W. Burress Community Fund
2007
Established as an unrestricted fund
Albert L. Butler, Jr. Fund
1997
Established by the Kate B. Reynolds Charitable Trust in memory of Mr. Butler to support the poor and needy
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund Unrestricted
2000
Established by the estate as an unrestricted fund
Camp Robert Vaughn Fund
1990
Established from the proceeds of the sale of Camp Robert Vaughn to support grants for children and youth
Carolina Steel Endowment Fund
1988
Established as an unrestricted fund to support worthy public purposes
Henry M. Carter, Jr. Fund
1997
Established by friends of Mr. Carter at his retirement as president of The Winston Salem Foundation as an unrestricted fund
A. F. Clement Trust Fund
1971
Established by bequest to provide funds for education of orphans and other Forsyth County youth
D. Elwood Clinard Charitable Trust
1974
Established as an unrestricted fund by D. Elwood Clinard, Jr. in memory of his father
Community Arts Fund
1985
Established to support programs of arts organizations
The Community Fund
1919
Established by Col. F.H. Fries to address the changing needs of our community
Franklin Cromer Cordell Fund
1994
Established by family and friends to support programs that assist individuals who suffer from substance abuse problems
Rufus W. Dalton Trust
1983
Established by bequest to assist injured law enforcement officers and the spouses and children of officers killed in the performance of their duties
Eugene and Iola Daniels Memorial Trust for the Mentally Handicapped
1998
Established by the estate of Bobby A. Daniels to benefit mentally handicapped people of Winston Salem and Forsyth County
Marcus Lew Davis Memorial Fund
2004
Established as an unrestricted fund by Mr. G. Franklin Davis in memory of his son
Thomas H. Davis Advised Trust
1992
Established with special emphasis on programs for youth Unrestricted and Field of Interest Funds continued on next page
Unrestricted and Field of Interest Funds continued from previous page FUND
year established
James R. Deadrick Fund
purpose
1989
Established by bequest as an unrestricted fund
Marian G. and Charles W. DeBell Trust
2001
Established as an unrestricted fund
John and Julia Denham Fund
2007
Established as an unrestricted fund
Eisenberg Family Fund for Arts and Culture
2007
Established as a field of interest fund to support arts and culture
Emergency Loan Fund of Northwest N.C.
1983
Established by the Donors Forum of Forsyth County to provide emergency loans to nonprofits in Northwest North Carolina
Robert A. and Constance C. Emken Education Fund
2000
Established to support educational programs
Fenwick Rice Fund
2004
Established from the Ron and Muriel Rice Fund and the Elizabeth Fenwick Fund for the Downtown Church Center to support the home less, elderly, children, and the underserved in the community
Victor I. Flow, Jr. Family Fund
2000
Established by Mr. and Mrs. Victor I. Flow, Jr. as an unrestricted fund
Harriet Taylor Flynt Fund
1998
Established by bequest to benefit the handicapped, the elderly, or others with disabilities
Jessica T. Fogle Fund
1964
Established by bequest to support the education and development of North Carolina children
Claire Lockhart Follin Mace Fund
1991
Established by family and friends to benefit physically disabled individuals in North Carolina
Louise Futrell Fund
1991
Established by bequest as an unrestricted fund
Chrissy Gallaher Victim’s Assistance Fund
1992
Established in honor of Chrissy Gallaher by family and friends to support victims of violent crimes
Ava Gardner Fund
2005
Established by the Ava Gardner Trust for community grantmaking
Edna B. Parkin Georges Animal Fund
1996
Established by bequest as a special purpose fund to benefit domestic animals
Edna B. Parkin Georges Youth Fund
1996
Established by bequest to benefit disadvantaged youth
Vera Goldberg Memorial Fund
1998
Established by Milton Goldberg in memory of his wife as an unrestricted fund
Joseph G. Gordon Fund
1997
Established by the Z. Smith Reynolds Foundation in memory of Dr. Gordon to benefit disadvantaged youth
Vergil and Vicki Gough Fund
2008
Established as an unrestricted fund
Howard Gray Endowment
1987
Established as an unrestricted fund
James A. Gray Family Fund
1989
Established as an advised fund, then converted to an unrestricted fund at Mr. Gray’s death
William N. Hailey Fund
2004
Established with the remainder interest from the William N. Hailey CRT
Bill and Helene Halverson Fund
2006
Established as an unrestricted fund from a bequest by John W. Halverson
Barbara Lasater Hanes Trust
1988
Established as an unrestricted fund
Mr. and Mrs. F. Borden Hanes, Jr. Trust
1998
Established by Mr. and Mrs. F. Borden Hanes, Jr. as an unrestricted fund
James R. Hankins Fund
1967
Established by bequest as an unrestricted fund
Carl W. and Annie M. Harris Endowment Fund
1970
Established by bequest as an unrestricted fund
Samuel A. and Roslyn S. Harris Fund
1980
Established by bequest as an unrestricted fund with special interest in music education
Vicki Van Liere Helms Art Fund
2004
Established in memory of Vicki Van Liere Helms by her family and friends to support organizations and programs serving aspiring painters, sculptors, and other artists
Bob and Ruth Herring Fund
2003
Established as an unrestricted fund by Mr. B. J. Herring
Margaret and Harrell Hill Fund
2007
Established as an unrestricted fund
William D. and Jane F. Hobbs Fund
2008
Established by charitable bequest to support the poor and needy of the community
William and Allan Hollan Charitable Fund
2004
Established with memorial gifts to William E. Hollan, Sr. to support human services
Raymond B. Hooker, Jr. Fund Unrestricted
2000
Established by an estate gift as an unrestricted fund
Mae W. Hubbard Trust
1987
Established by bequest as an unrestricted fund with special consideration for the development, welfare, and education of underprivi leged and handicapped children
Allan M. Hutcherson Fund
1944
Established by bequest for Forsyth County youth programs with special consideration to those affecting underserved minority children
Earline heath King Fund
2005
Established to support art and art related endeavors of the Foundation within North Carolina
Martha K. Knott Fund
1926
Established to provide support for general charitable purposes
R. Edward Lasater Endowment Fund
1950
Established to provide support for general charitable purposes
Lassiter Animal Welfare Fund
2003
Established with an estate gift from Allene D. Lassiter for the benefit of animals in Forsyth County
Lipscomb Fund
2004
Established in honor of Guy and Margaret Lipscomb by their granddaughter Unrestricted and Field of Interest Funds continued on next page
the winston-salem foundation annual report
funds and donors [34–35]
endowed Funds
Unrestricted and Field of Interest Funds continued from previous page FunD
year eStabliSheD
PurPOSe
Frank E. Llewellyn t.B. Fund
1970
Established by bequest by Elizabeth P. Llewellyn for general health purposes with a priority for tuberculosis purposes whenever possible
Elsie Ann Long Memorial Fund
1995
Established through an estate gift for programs and activities benefiting needy persons living in the Appalachian region
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
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
1981
Established by bequest as an unrestricted fund
isabel McRae Fund
Established by Jane and tony Masich as an unrestricted fund
Michalove Fund
2004
Established as an unrestricted fund with 41 consecutive years of contributions to the General Endowment Fund
J. Frank and Mary S. Mock Fund
2003
Established through a CRt to benefit needy children in Forsyth County
Algine Foy and Julius Dobson neely Memorial Fund
1989
Established by Algine neely ogburn in honor of her parents for empowering and encouraging individuals to improve their lives and the lives of their families
Charles E. norfleet Memorial Fund
1976
Established by Grizzelle M. norfleet in memory of her brother, who served as secretary of the Foundation during its early years
Jeannette norfleet Fund
1982
Established by family and friends to support health and medical programs, with special consideration for programs that benefit people suffering from cancer
Dr. Calvin and Ruth H. ogburn trust
1978
Established to provide support for general charitable purposes
Margaret W. Parker Fund
1997
Established as an unrestricted fund
otis B. and Genevieve Parrish Fund
1987
Established to support programs for older adults with debilitating health conditions, especially Alzheimer’s disease
thomas R. and Georgia L. Pepper Family Fund
1997
Established by Dr. Francis D. Pepper in memory of his grandparents as an unrestricted fund
Kerr and naomi Pinnix Discretionary Fund
2006
Established by a testamentary trust created by naomi ingram Pinnix to provide financial counseling and advice
Pfafftown Jaycees Community Fund
2005
Established by the Pfafftown Jaycees
Pleasants Hardware Company trust
1987
Established for general charitable purposes
nancy t. Pleasants Community Development Fund
1997
Established to support economic development, education and training, leadership development, community long range planning, com munity appearance, historic preservation, and regional cooperation
Virginia S. Pleasants Fund
1996
Established by an estate gift as a discretionary fund
Bess Gray Plumly Fund
1965
Established by bequest for general charitable purposes of the Foundation
Etta Mae Pope trust
2000
Stokes ivey and orpha Marie Leonard Pope Family trust
2000
Established by Louis B. Pope in memory of his sister to support the poor and needy Established by Louis B. Pope in memory of his parents to support the poor and needy
Donna Germain Rader and Martin H. Rader Fund
2005
Established as an unrestricted fund to honor the memory of Donna Rader’s parents, owen E. Germain and Emilie Drapalski Germain
R.J. Reynolds tobacco Company Fund
1975
Established as a part of the company’s 100th anniversary celebration
Mary neil Henderson Rice Fund
1998
Established by thomas B. Rice, iii in memory of his mother as an unrestricted fund
Mr. and Mrs. thomas B. Rice Memorial Fund
1991
Established by family and friends for general charitable purposes
Ann and Clay Ring Fund
1997
Established as an unrestricted fund
Samuel and Elizabeth Rose Fund
1998
Established by bequest by Samuel M. Rose to support general charitable purposes
Sarah Shore Ruffin Fund
2004
Established by beneficiary designation of the Sarah S. Ruffin iRA
Kenard Eugene Sales Memorial Fund
2001
Established in memory of Kenard E. Sales by family and friends to support programs benefiting disadvantaged youth
Sandehill Recreation Fund
1986
Established to promote competitive swimming and water sports in Forsyth County
Louis and Jane Shaffner Fund
2007
Established as an unrestricted fund
Shepherding Fund
1992
Established to support local human service agencies
Emma Jane Skinner Fund
2001
Established by Frank B. Hanes to support human services organizations Unrestricted and Field of Interest Funds continued on next page
[36–37] Funds and donors
the winston-salem foundation annual report
Unrestricted and Field of Interest Funds continued from previous page FUND
year established
purpose
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, Ernestine Hill and Charles A. Sturmer, to provide support for financially needy patients and residents in nursing homes in Forsyth County
The Sunshine Fund
2007
Established by Robert Jasinkiewicz to benefit domestic animals in Forsyth County
Edward and Mary Alice Tarulli Fund
2006
Established with the charitable remainder of a charitable remainder trust to provide services or programs that benefit individuals who are visually handicapped
Robert Edwin Taylor and Margaret Long Taylor Memorial Fund
2005
Established with the remainder of the Margaret Long Taylor Charitable Remainder Unitrust
J. C. Tise Fund
1927
Established by bequest to support general educational purposes with an emphasis on programs providing enrichment and outreach
Nelson and Dorothy Tomlinson Fund
1997
Established as an unrestricted fund
Twin City Hospital Funds
1920
Established by the executive board of the Hospital by bequest from John W. Alspaugh to benefit projects on behalf of the medically indigent in the community
Wachovia Bank of North Carolina Fund
1987
Established with a gift for unrestricted use and added to in 1994 in honor of all former and current Wachovia employees and in memory of Herbert Brenner
Spencer and Nell Waggoner Charitable Fund Unrestricted
2005
Established through the estate of Nell Kerns Waggoner
Hayes and Amy Wauford Fund
2007
Established as an unrestricted fund
Art and Dannie Weber Education Fund
2007
Established as a field of interest fund for education
Anne Hanes Willis Fund
1997
Established by Frank B. Hanes in memory of his sister to assist landscaping, gardening, and beautification in the city when public funding is not available
Bobby Ray Wilson Human Fund
1996
Established to benefit incarcerated persons in Forsyth County
Winston Salem Foundation Staff Endowment
2002
Established by B. Thomas Lawson in honor of his former Winston Salem Foundation colleagues
Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped
1984
Established to provide recreational opportunities for the handicapped
Endowed funds
Donor-Advised Funds DONOR-ADVISED FUNDS ENABLE UP TO TWO FAMILY GENERATIONS of donors or outside committees to make charitable grant recommendations.
Foundation staff can also assist donors with background information on charities or help identify pressing community needs. These endowed funds are a convenient method of simplifying charitable giving and are an attractive alternative to a private foundation. year established
FUND
Mary J. and Kenneth P. Carlson Advised Fund
2000
John H. Felts, M.D. Fund
2000
James and Deborah Millis, Jr. Fund
Carr Family Advised Fund
2006
Finley Anderson Fund
1994
Realty Analytix Triad Stewardship Fund
Sam N. Carter and Pauline H. Carter Fund
2000
Firetree Fund
2008
Zach Smith Fund
Cawood Charitable Fund
1993
Robert and Carol Ford Charitable Trust
1996
Lee Chadwell Fund
2002
James A. and Elizabeth K. Fyock Trust
1999
1997
Chuck and Bobbie Chambers Advised Trust
1992
Dr. Kenneth R. Gallup, Jr. Family Charitable Fund
1996
Celeste Tucker Alspaugh Memorial Trust
1964
Charley Fund I
2007
Thad W., Mildred B. and Kathryn W. Garner Trust
1998
Anonymous
1996
Charley Fund II
2007
Genesis Fund
2007
1999
Lucy Hanes Chatham Fund
1949
Glade Valley School Fund
1988
Anonymous
2001
Lucy Hanes Chatham Library Fund
1951
1991
Anonymous
2004
Richard T. Chatham Fund
1972
Alice O’Kelley Goodson and William A. Goodson, Jr. Family Trust
Robert G. Auchincloss Fund
2000
Thomas Lenoir and Anna Hanes Chatham Fund
1998
William A. and Georgia H. Goodson Fund
1968
Philip S. Auchincloss Fund
2000
Gerald and Lee Ann Chrisco Family Trust
1998
Louis and Marcia Gottlieb Family Fund
1996
William P. and Katharine T. Baldridge Endowment
2006
Robert Clark Family Fund
1997
Grace Court Trust
1996
Marshall B Bass Children’s Fund Endowment
2004
Phillip M. Clifton, M.D. Memorial Fund for Children
2003
Margaret N. Graham Art Fund
1942
2004
Brenda Kulynych Cline Fund
1998
1998
Ted and Charlotte Blount Fund
1997
Clover Street Fund
2003
Bernard and Anne Howell Gray Advised Fund for the Community
1999
1997
2003
Ron and Jeff Coppage Cancer Fund
Green Angel Fund
Karla Bolen Memorial Fund
1998
1998
1995
Eleanor and Sam Booke, Jr. Fund
A. Robert Cordell Family Trust
J.T. Greene, Jr. Charitable Trust
1994
1994
1988
Elizabeth E. and Henry M. Booke Trust
Joan R. and David L. Cotterill Advised Trust
Emily Grousbeck Fund
1989
2006
2003
Sam and Anne Booke Family Trust
CP3 Charitable Foundation
Hanes Family Downtown Fund
1998
1997
1988
Julian R. and Mary P. Bossong Fund
Credence Fund
R. Philip and Charlotte Hanes Community Trust
2007
2000
2001
Skip and Beth Boswell Trust
Bill and Betty Gray Davis Fund
Harrison Family Fund
1995
1999
2005
Braswell Family Charitable Fund
John and Terrie Davis Family Fund
Sam and Kathryn Hauser Fund
1993
2003
1997
Herbert and Ann Brenner Fund
DeForest Family Fund
Hege Trust
2002
1998
2001
Mike and Wendy Brenner Trust
Ashley Holland Dozier Charitable Fund
L. Stephen Hendrix Fund
2000
1997
1994
Paul and Judy Moore Briggs Family Fund
Driscoll Family Fund
Bill and Leslie Hollan Fund
1993
1997
2005
Royall and Alice Brown Advised Trust
Joseph B. and Mary M. Dudley Advised Fund
Judith Hoots Family Fund
1992
1995
1997
Royall R. Brown, Jr. Advised Trust
Nancy W. Dunn Trust for Spiritual Development
B.F. Huntley and Josephine Huntley Trust
2001
1997
2000
Budd Group Foundation
Mignon Durham Charitable Fund
David A. and Roberta W. Irvin Fund
1996
2002
1996
Christopher David Budd Fund
Christopher Richard Eagan Fund
Janeway Family Fund
1997
2004
2005
Joseph R. Budd Family Trust
EHI Fund
W.T. and Mary Cobb Jenkins Family Fund Bill Johnson Trust to Benefit Stokes County
1999
Nathan, Jordan, and Nicholas Budd Fund
1998
Lynn and Barry Eisenberg Endowed Fund
1998
Richard P. and Sylvia S. Budd Fund
1983
Elkin Community Trust
1993
Florinda C. Johnson Charitable Fund
2005
John W. Burress Advised Fund
2008
C. B. Eller Education Fund
1987
Garland Johnson Fund for the Benefit of Elkin Public Library
2001
Burr Family Trust
2006
Grace H. Emken Fund
1993
J. Michael Johnston Memorial Fund
1996
Cardwell Archer Charitable Fund
2001
Ann and John Faris Community Fund
2008
Jones Family Fund
2006
FUND
year established
William T. and Sylvia F. Alderson Fund
Anonymous
Bartlett and Wyatt Bassett Fund
year established
FUND
new funds in 2009 Thomasine Herring Hayes Fund
Donor Advised Funds continued on next page
Donor Advised Funds continued from previous page fund
year established
fund
year established
fund
year established
Christopher and Lucinda Kellam Jones Fund
1997
L. Gordon, Jr. and June D. Pfefferkorn Trust
1993
Harry and Nancy Underwood Advised Trust
1994
Thad and Catherine Jones Charitable Fund
1996
L. Gordon, Jr. and June D. Pfefferkorn Trust 2
1999
Margaret M. Urquhart Advised Fund
2001
Leon and Renee Kaplan Fund
1999
Piedmont Federal Fund
1993
Carolyn H. Vaughn Fund
1997
Dale and Mary King Fund
2004
Ruth M. and Clifton E. Pleasants Trust
1990
Sheila H. Vogler Fund
2001
L. Andrew Koman and Leigh E. Koman Fund
1999
Michael J. Pollak Trust
1995
Wake Forest Baptist Church Fund
1992
Thomas J. and Lynne Koontz Charitable Trust
1996
Julia Davis Pollard Memorial Fund
1969
Wall Family Trust
2002
A. Thad and Margaret W. Lewallen Advised Trust
1994
Ashburn Wright Wall Pollock Charitable Trust
1994
Ward Family Advised Trust
1995
A.J. Linville Memorial Fund
2006
Billy D. and Deborah Prim Donor Advised Fund
2004
Warthogs Baseball Community Trust
1999
Lowy Family Fund
1997
Gladys Cain Pulliam and Grady R. Pulliam, Jr. Fund
2007
Sharon L. Washington McBryde Memorial Fund
2005
Lydia Phillips McCabe Advised Fund
1997
Purcell Family Fund
2006
Jean and Phil Waugh Family Trust
2001
McGowen Charitable Fund
1996
David and Deborah Rice Fund
1995
Edward Kent Welch Memorial Fund
2005
McGuirt Family Fund
1996
T. Wayne Robertson Memorial Fund
1998
A.T. Williams Oil Company Fund
1988
J. Frank and Laura Turnage McNair Charitable Trust
1996
Roslyn Trust
2000
A. Tab Williams, Jr. Crime Prevention Fund
1996
William and Kim Means Charitable Fund
1996
Rubin Family Fund
2000
A. Tab Williams, Jr. Public Education Fund
1996
Medlin Charitable Fund
1994
Tom and Kathy Rucker Charitable Trust
2000
Catherine R. Williams Family Fund
2003
John and Kelly Merritt Family Charitable Fund
2007
Guy and Liz Rudisill Fund
1993
John W. and Donna H. Willingham Advised Fund
2006
Millbrook Fund
2005
Benjamin and Avon Ruffin Family Fund
2007
Diana Dyer Wilson Endowment Fund
1971
Henry S. and Martha S. Miller Advised Fund
2005
Jack and Betty Runnion Fund
1996
Jane Butler and J.D. Wilson Family Trust
1983
Dr. John H. and Elizabeth B. Monroe Fund
2002
Pearl and Ray Sams Family Trust
2000
Paula Wimmer Memorial Fund
2006
Elsie L. Morris Fund
1999
Phoebe B. and William M. Satterwhite, Jr. Fund
2005
Ann King Windham Fund
2004
Gene and Margaret Motsinger Family Fund
2006
Daniel and Linda Sayers Charitable Fund
1996
Winston Salem Civitan Club Candy Box Fund
1998
Michael Andrew Nachman Fund
1995
Margaret Scales and Graydon Pleasants Endowment
2007
Winston Salem Civitan Project Trust
1998
Mil and Marsh Naugle Fund
1999
Andrew J. and Ellen N. Schindler Advised Fund
2004
2001
Adrian R. and Robert D. Shore Trust
1999
Winston Salem/Forsyth County Economic Development Fund
1985
Neal Family Fund Lucian and Robie Neal Fund
2002
SKM Charitable Fund
2004
1997
Katie Sleap Memorial Fund
2005
Winston Salem/Forsyth County Excellence in Education Fund
1982
Stephen L. Neal Advised Fund T. David Neill Family Fund
1998
F. Conard and Jean Snyder Fund
2005
Winston Salem Police Benefit Fund
1980
O’Brien Family Fund
2005
Morris and Lillian Sosnik Memorial Fund
1987
2005
Sam C. Ogburn, Sr. and Mary Ceile F. Ogburn Fund
2007
Winston Salem Regional Association of REALTORS Charitable Fund
Rufus T. Stedman Memorial Fund
1931
Orr Family Charitable Trust
1999
Wolfe Family Fund
2000
Emily P. and Scott F. Sternberg Family Fund
1998
Katherine W. Otterbourg Fund
2003
Woman’s Club of Winston Salem
1935
Nealie Belk Stevens Fund
1962
C.T. Overby Youth Golf Fund
2006
Women’s Fund Endowment
2007
Richard and Wendel Stockton Fund
1997
Marlene and Craven Page Trust
1997
Rick and Lyn Worf Fund
1998
Janice Kulynych Story Fund
1998
Dwight E. and Annie E. Pardue Advised Fund
2004
Elizabeth L. Wyeth Fund
1998
Charles V. Taft Family Charitable Trust
1995
Harry O. and Margaret W. Parker Family Trust
2006
Bryan D. and JoAnn M. Yates Fund
2008
John A. and Marguerite B. Taylor Fund
1986
Nathan E. and Lisa J. Parrish Advised Fund
2007
1950
2008
Eugene and Ann Paschold Fund
1996
Thompson/Rotary Club of Winston Salem Educational Fund
Yasser and Georgia Youssef Family Trust Youth Philanthropy Initiative
2004
Bob Pate Memorial Fund
1987
Thornton Family Fund
2001
Pauline Davis Perry Fund
1996
Tuttle Family Charitable Fund
2005
the winston-salem foundation annual report
FUNDS AND DONORS [38–39]
Endowed funds
Designated and Agency Funds DESIGNATED FUNDS ARE ESTABLISHED by donors who wish to provide annual support to specific charities. Should the organization(s) cease
to exist, the Foundation has the responsibility to ensure that a donor’s original intent is met. Agency funds are established by charitable organizations themselves. The agency benefits from the Foundation’s professional investment management administration, allowing its staff and board to focus on providing necessary services to its constituents. new funds in 2009
purpose
Joyce Adger Endowment for Bethesda Center
Established by the agency with a grant to honor Joyce Adger from the Kate B. Reynolds Charitable Trust
Joel and Blanche Clingman Charitable Trust
Established with the remainder of the Joel P. Clingman Charitable Remainder Unitrust
Galloway Memorial Episcopal Church Endowment
Established by the church as an agency endowment
Institute for Dismantling Racism Endowment
Established by the Institute for Dismantling Racism Inc. as an agency endowment
John W. Landingham Fund
Established with the remainder of the John W. Landingham Irrevocable Living Unitrust for the benefit of The Western Carolina Alzheimers Association and Piedmont Baptist College
Mary A. Payne Charitable Fund
Established by the Mary Ann Payne Revocable Charitable Trust to benefit various organizations
Winston Salem Civitan Fund FUND
Established by the Winston Salem Civitan Club to support various charities year established
FUND
year established
FUND
year established
Louise and Sam Adams Designated Fund
2005
Bess Lee Burke Memorial Fund
2003
Friendship Force of Central North Carolina
1987
Emily Allen Wildflower Preserve Protection and Management Endowment
2001
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund D
2000
Guy R. and Florence M. Fulp Charitable Trust
2000
Germanton United Methodist Church Cemetery Fund
1999
John Wesley Alspaugh and Celeste T. Alspaugh Memorial Trust for Children’s Home
1964
Calvary Baptist Church Fund
1998
Germanton United Methodist Church Fund
2005
American Red Cross (Northwest North Carolina Chapter) Endowment Fund
1997
Camp Civitan Fund
1986
2008
Camp Dogwood Endowment Fund
1995
J. Kirk Glenn Jr. Endowment for Crisis Control Ministry
Amos Cottage Harry O. Parker Wing Fund
2004
Dorothy M. Carpenter Fund
2008
Goodwill Industries of NW NC, Inc. Endowment
1997
Arts Council Endowment Fund
1957
Carr Family Fund Designated
2006
1998
Arts for Life Endowment
2008
1927
Bowman and Gordon Gray Trust
1970
Ashburn Trust Bowery Mission and Young Men’s Home
1970
Centenary United Methodist Church Sunday School Fund
William and Maggie Gordon Memorial Fund for Haw Pond Church of Christ
Children’s Center Fund
2002
1970
Ashburn Trust World Vision
1970
1987
1928
Sarah Austin Child Development Center Trust
1995
Community Care Center for Forsyth County, Inc. Endowment
2007
Gordon Gray Trust Bowman Gray School of Medicine
1982
Associated Charities Fund
Perry B. Clark Memorial Fund of Leadership Winston Salem
Bowman Gray Trust Bowman Gray School of Medicine
James A. Gray Endowment
1946
Sarah Austin Family Services Shelter Trust
1991
2000
James A. Gray Foreign Mission Fund
1948
Group Homes of Forsyth, Inc. Endowment
1993
Habitat for Humanity of Forsyth County Endowment Fund II
1999
Gordon Hanes Memorial Endowment for Crisis Control Ministry
1995
Jacob F. Hanes Fund for The Children’s Home
1935 1935
Mary Ruth B. Barrett Fund
2006
Community Marrow Donor Program, Inc. Forsyth County Area Endowment
Celestine Pate Bass Memorial Hospice Fund
2007
Nottie Riddle Cook Fund
1986
Marshall B Bass Best Choice Center Endowment Fund
1997
Ray and Jackie Cope Scholarship Fund
2005
Marshall B Bass Fund for Senior Services
2008
Dewitt Cordell Education Endowment Fund
1987
Marshall B and Celestine P. Bass Endowment for St. Anne’s Episcopal Church Child Care Center
2008
Crimestoppers Endowment Fund
1992
Crisis Control Ministry, Inc. Endowment Fund
1987
Nathalie L. Bernard Fund
1963
Crosby Scholars Endowment Fund
2008
Jacob F. Hanes Fund for Superannuated Methodist Ministers
Big Brothers Big Sisters Services, Inc. Endowment
1996
Crosby Endowment Fund
1987
Joan H. Hanes Fund
1983
Mary Leight Booe Fund
1989
2002
Lewis Lee and Suzanne Ellis Hawley Memorial Fund
2008
Daniel and Jo Ann Boucher Industries for the Blind Endowment
2004
Selden Cundiff Memorial Trust for the Endowment of Holly Haven Care Home of AIDS Care Service, Inc.
Charles E. and Pauline L. Hayworth Fund
1994
Bunny and Bill Davis Highland Scouting Fund
2000
Gertrude and Morris Brenner Fund
1993
Ada Hill and Jesse Davis Powers Fund
2005
Enrichment Center Endowment
2006
Hal Brownfield Endowment
2007
Mary Hill Habitat for Humanity Fund
1996
1999
Nick Bunce Friendship Fund
2002
Alex C. Ewing North Carolina School of the Arts Campus Fund
William D. and Jane F. Hobbs Rector’s Discretionary Fund of St. Paul’s Episcopal Church
2008
Bryon Tyler Burdick Memorial Fund
1989
Forsyth Jail and Prison Ministries Endowment
2002
James E., Jr. and Betty Jones Holmes Fund
1999
Designated and Agency Funds continued on next page
Designated and Agency Funds continued from previous page FUND
year established
FUND
year established
FUND
year established
Lawrence Byerly Holt, MD Memorial Fund
1988
Lucy Paynter Fund
2005
Ruth Stevenson Stewardship Endowment
2004
Raymond B. Hooker, Jr. Fund Designated
2000
Fred Taylor Peden Trust of St. Paul’s Wilkesboro
2001
Ralph and Peggy Stockton Arbor Acres Fund
2006
Hope Harbor Fund
1989
Penland School of Crafts Fund
1983
Sturmer Spay and Neuter Fund
1993
Hope Trust of Crisis Control Ministry
1995
Francis D. and Fannie Byrd Smith Pepper, Sr. Fund
1997
Summit School Endowment Fund
1959
Judith and Marbry Hopkins Endowment
1996
Francis D. and Phyllis Canup Pepper, Jr. Fund
1997
Robert E. Taylor Memorial Fund
1995
Louise S. Hunter Fund
2004
Louise A. Peterson Trust
2002
William Mills and Margaret Parks Taylor Fund
2007
Viola and Dwight Jackson Memorial Fund
1999
Pfafftown Jaycees Designated Fund
2005
Tower Fund
2008
Ella Mae Johnson Fund
1994
Piedmont Opera Endowment Fund
1987
Trinity Center Endowment Fund
2000
Johnson Family Cemetery Trust Fund
1999
Kerr and Naomi Pinnix Designated Fund
2006
2001
Jimmy Johnson Memorial Fund
2005
Orpha Marie Leonard Pope Fund
1986
Bynum E. Tudor Fund for Reynolda House Museum of American Art
June Porter Johnson Fund for Salem Academy and College
2006
Richard and Barbara Pope Trust
1998
Unitarian Universalist Fellowship Endowment
2002
Larriston Hill Powers Memorial Fund
2005
United Way Caring Shares Endowment
1990
Trey Jones Philmont Scholarship Fund
2007
1997
United Way Joel A. Weston, Jr. Memorial Endowment
1988
Junior League of Winston Salem Endowment Fund
1998
Preservation North Carolina Winston Salem Regional Office Endowment Fund
Forrest and Gene Vogler Arts Endowment
2008
Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center
2006
Kenneth O. Raschke Literacy Initiative Trust
1996
H. and E. Vogler Fund
1978
Stephen G. Richey Memorial Fund
1986
Jane R. Kennedy Endowment Fund
1989
Voluntary Action Center Training Endowment Fund
1986
Wood Richmond Memorial Fund
1960
Petro Kulynych/Blue Ridge Parkway Foundation Endowment
2003
2005
Golding H. Riddle Fund
1953
Spencer and Nell Waggoner Charitable Fund Designated
Peggy Bowen Leight Fund
2001
Golding H. Riddle St. Paul’s Episcopal Church Fund
2001
John and Pauline Hoots Waller Trust
1999
Maintenance Trust for Lewisville United Methodist Church
1998
Right Turns for Youth Endowment
2003
Ina B. Watson Trust
2000
1985
Wilkes Library Endowment
2001
Little Theatre Endowment Fund
1996
Ronald McDonald House of Winston Salem, Inc. Endowment Fund
Wilkes Playmakers Inc. Endowment
2007
Lloyd Presbyterian Church Fund
2001
Lorraine Flynt Rudolph Endowment Fund
2004
Mr. and Mrs. A. Tab Williams, Jr. Fund
1998
Love’s UMC Capital Needs Fund
2008
St. Paul’s Episcopal Church Endowment
1946
1993
Love’s United Methodist Church Memorial Fund
2008
St. Paul’s Episcopal Church Mission Fund
1950
A.T. Williams, Jr. Family Fund for St. Paul’s Episcopal Church
Jennifer Lowy Dock Fund
1997
St. Paul’s Wilkesboro Endowment Fund
2001
Lowy Fund Shepherd’s Center
2000
1953
A. Tab Williams, Jr. Fund for the Salvation Army of Winston Salem
1996
St. Philip’s Episcopal Church Fund
1997
2007
1994
St. Stephens Episcopal Church Endowment
A. Tab Williams, Jr. St. Paul’s Building Fund
Jerome Madans Assistance Fund
2008
2001
1986
Anne and Bill Magness Meals on Wheels Fund
Samaritan Ministries Endowment Fund
LuTelle Sherrill Williams Fund
2000
Sawtooth Center for Visual Art Endowment
1996
2001
G.L. Millsaps Memorial Trust J. William Moir Charitable Trust
2006
Sawtooth Center for Visual Art Scholarship Fund
1996
Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center
1939
Second Harvest Food Bank of Northwest North Carolina Fund
1997
Diana Dyer Wilson Organ Maintenance Fund
Montague Scholarship Medal Fund
Winston Salem Delta Fine Arts, Inc. Endowment Fund
1993 1995
William G. Montgomery, MD Fund for Senior Services
1995
Senior Services, Inc. Endowment
1994
Winston Salem National Little League Endowment
2000
National Trust For Historic Preservation in the United States
1981
R.Y. and Eileen Sharpe Fund
1983
1999
North Carolina Academy of Physician Assistants Endowment
1992
James Reynolds Sheffield, Sr. and James Reynolds Sheffield, Jr. Trust
1995
Winston Salem Piedmont Triad Symphony Heritage Fund Winston Salem Symphony Chair Endowment Fund
1971
1932
Shepherd’s Center of Greater Winston Salem Endowment Trust
2005
1999
George S. Norfleet Bible Fund
Winston Salem Twin City Host Lions Club Endowment Fund
Elizabeth C. and Ralph B. Ogburn Fund
1984
Irving and Minnie Sheppard Memorial Fund
1999
Wolfe Family Charitable Fund
1996
Old Hickory Council/Camp Raven Knob Endowment
1989
1978
Wolfe Steele Young Life Trust
1996
Old Hickory Council Endowment Fund
1997
Richard Edmund Shore Memorial Fund
2003
World Law Fund
1994
Harry O. and Margaret W. Parker Ophthalmology Research Fund
2004
Siloam Baptist Church Endowment Fund
1997
1999
Margaret W. Parker Fund for Amos Cottage Discretionary
2004
Paul and Sara Sinal Fund
1997
Bland and Ada Worley/Blue Ridge Parkway Foundation Trust
1968
Chris Yarborough Memorial Sawtooth Center Library Trust
1998
Margaret W. Parker Fund for Amos Cottage Operations
2004
Frances Horne Smith and Howard H. Smith Memorial Fund Special Children’s School Endowment
2007
YMCA of Greater Winston Salem Heritage Club Endowment
1995
Margaret W. Parker Ronald McDonald House of Winston Salem Endowment Fund
1998
Gilbert W. and Gail S. Spencer Fund
2008 1982
Special Children’s School Jacqueline Styers Young Fund
2001
Sprinkle Mission Fund
Otis B. and Genevieve W. Parrish Endowment Fund II
1992
Lucy L. Stedman Memorial Fund
1931
Sloan S. Sherrill Fund
the winston-salem foundation annual report
funds and donors [ 4 0 – 4 1 ]
Endowed funds
Student Aid Funds Since 1923 the foundation’s student aid funds have provided local students with the resources to pursue their academic goals. Donors may
establish named funds with a minimum of $10,000 to support students from a particular high school, church, or county, or for those who attend a specific college or university. new funds in 2009
purpose
Annie S. Alexander Memorial Scholarship
Established by Dr. Donna D. Alexander in memory of her mother to provide scholarships to students pursuing nursing degrees
Gwenn Steward Clements Scholarship
Established to support graduating seniors who have been solid English students at Lexington Senior High School
James L. Einstein College Scholarship Fund
Established in conjunction with Mr. Einstein's retirement from Rock Tenn Company Alliance Division
Matthew Alan Gfeller Memorial Scholarship
Established with memorial gifts from family and friends to support scholarships for students at R.J. Reynolds High School
Sergeant Mickey Hutchens Leadership Scholarship
Established in memory of Sergeant Hutchens who served as a police officer with the Winston Salem Police Department for 27 years and was killed in the line of duty
Tripp Joye Memorial Scholarship Fund
Established in memory of Milbourne L. "Tripp" Joye, III to provide scholarships to graduating high school seniors who will pursue a bachelor's degree in music
Andrew Lane Memorial/R.J. Reynolds Soccer Scholarship
Established by Sylvia Oberle and R.J. Reynolds High School to benefit members of the R.J. Reynolds High School varsity soccer teams
Mark James Mendenhall Memorial Scholarship Fund
Established in 1990 and endowed in 2009 to provide scholarships to graduating high school seniors from Forbush High School
FUND
year established
FUND
year established
FUND
year established
William H. Andrews/HAWS Scholarship Fund
1993
Marlene Marie Pope Flinchum Scholarship
2001
Johnny Lineberry Memorial Scholarship Fund
Zack H. Bacon IV Scholarship
2005
Forsyth County Nursing Scholarship Fund
1969
L. D. and Elsie Long Student Scholarship Fund
1980
Marshall B Bass Endowed Scholars Program at Winston Salem State University
2002
Joe E. Gaddy, Jr. and Margaret W. Gaddy Scholarship
1995
2008
Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College
2005
Garden Club Council of Winston Salem and Forsyth County Scholarship
2004
Love’s United Methodist Church Scholarship for Christian Education Love's United Methodist Church Scholarship Fund
2008
Marshall B Bass Scholars Endowment Program at Livingstone College
2007
James A. Gray High School Alumni Scholarship
2002
Edwin E. and Grace Kimrey Maddrey Scholarship Fund
2003
Claude B. Hart Memorial Scholarship
2004
Mary Speer Martin Scholarship Trust
1997
Marshall B Bass Scholars Fund at Voorhees College
2004
William T. Hatch and Mabel P. Hatch Scholarship Fund
1994
Millennium Charter Academy College Scholarship
2007
F. A. and Charlotte Blount Scholarship
2007
Fred and Mozelle L. Hinshaw Scholarship Fund
1995
Julia Yokeley Miller Memorial Scholarship Fund
1983
Walter R. Hoag Scholarship Fund
1990
N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund
2003
Sam L. Booke, Sr. Scholarship Fund
1989
Boyles Eidson Scholarship Fund
2001
Jeanna Brown Memorial Scholarship Fund
1986
Tien Bui Memorial Scholarship
2007
Wes Burton Memorial Scholarship
2005
Ray S. Church Memorial Scholarship Fund
2006
Elmer and Rosa Lee Collins Scholarship
2006
Lloyd E. and Rachel S. Collins Scholarship Fund
2001
Mary Rowena Cooper Scholarship Fund
1991
D. C. Cornelius Memorial Scholarship Fund
2004
Serena D. Dalton Scholarship Fund
1977
Joseph E. Davies Scholarship Fund
2002
Bunny and Bill Davis Highland Scholarship Fund
2000
Delta Fine Arts Lois B. and Simona A. Allen Scholarship Fund
1994
Oliver Joel and Ellen Pell Denny Student Loan Fund
1985
Joyce and Jim Dickerson Scholarship Fund
2000
Wade and Marcelene Duncan Scholarship Fund
2004
East Forsyth High School Alumni Scholarship
2002
Fred Colby Hobson Scholarship Fund
1994
2008
Jack and Barbara Holt Memorial Scholarship Fund
2000
Gray W. Mock Family Scholarship
2005
Brevard R. Hoover, Jr. Leadership Award
2007
2007
I. W. Hughes Scholarship Fund
2008
Chester Arzell and Helen Miller Montgomery Scholarship Fund
Elizabeth Loving James Memorial Scholarship
2007
Paul Holcomb Murphy Memorial Fund
1983
John Russell Jarman Scholarship Fund
1996
Murray Supply Company Scholarship
2006
Flora Royall Johnson Scholarship Fund
1996
NC USSSA Scholarship
2007
1987
Emma Kapp Ogburn Memorial Fund
1946
Kapp Weaver Scholarship Fund Greensboro College
1997
2002
Kapp Weaver Scholarship Fund R.J. Reynolds High School
1997
Orthopaedic Specialists of the Carolinas Nursing Scholarship Jeannette Anderson Parker Memorial Scholarship Fund
2008
J. Lee Keiger, Jr. Family Fund
1999
Alice Conger Patterson Scholarship
2007
Douglas Gray Kimel Scholarship Fund
2007
William H. and Lena M. Petree Trust
Law Enforcement Benefit Fund
1993
L. Gordon, Jr. and June D. Pfefferkorn Scholarship
2004
Law Enforcement Family Scholarship Fund
1994 1992
L. Gordon, Jr. and June D. Pfefferkorn Scholarship Fund for Forsyth Technical Community College
2004
Leinbach Chain Breaker Scholarship Fund William H. Lester Packaging and Graphics Scholarship Fund
1990
Philo ABC Memorial Scholarship Fund
2001
Stella B. Johnson Scholarship Fund
1996
Pfafftown Jaycees/Lynn Canada Memorial Scholarship 2005 Fund Student Aid Funds continued on next page
The Winston-Salem Foundation Student Aid Funds – continued from previous page FUND
year established
Dean Prim Scholarship Fund
1989
Robert G. Prongay Memorial Scholarship
2001
Patty Brendle Redway Fund
1996
Reynolda Rotary Memorial/Clarence "Big House" Gaines Scholarship Fund
2005
Scholarship and Education Grant the winston-salem foundation Scholarship and Education
Grant, established in 2008, provides scholarships and grants to outstanding Forsyth County students as they pursue post-secondary
Kate B. Reynolds Scholarship Fund
1979
R.J. Reynolds High School Class of 1968 Memorial Scholarship Fund
1998
education. Recipients must demonstrate exceptional leadership, school
John S. and Jacqueline P. Rider Scholarship
2004
service and community involvement.
Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund
1996
Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund
1998
aid funds listed below that were combined to provide the initial funding
Samuel K. Rowland Trust
1928
Ray and Pearl Sams Scholarship Fund
1999
for The Winston-Salem Foundation Scholarship and Education Grant.
Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund
2008
Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund
1997
Sharpe Student Loan Fund
1981
Bruce Shelton Scholarship Fund
1991
The Foundation greatly appreciates the previously-established student
We are also grateful for individual donors to the fund (through 2009) who are acknowledged below. Additional contributions from the public are welcomed as we seek to make our community stronger through the higher education of our youth.
Thomas E. Shown, MD Scholarship Fund
2006
Paul and Evelyn Snow Scholarship Fund
1998
Component Fund
Ann Lewallen Spencer Scholarship Fund
1995
Guy J. Bridges, Jr. Educational Fund
Stultz Scholarship Fund
1982
Leo Caldwell Memorial Student Loan Fund
Year Established 2006 1923
Summit School Opportunity Fund
2006
Stanley Michael Elrod Scholarship Fund
Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship Fund
1966
Emergency Loan Fund
1937
Jeff Turner-Forsyth Audubon Scholarship Fund
2005
John L. Gilmer Student Loan Fund
1947
Nell and Spencer Waggoner Scholarship Fund
2005
Art and Dannie Weber Scholarship
2007
Art and Dannie Weber Fund for Forsyth Technical Community College
2007
Erma Drum Webster Fund
1996
A.T. Williams Oil Company Fund II-H. Frank Steelman Scholarship
2001
2004
John Gold Memorial Fund
1976
Anna Hodgins Hanes Student Loan Fund
1926
Stanley D. Hartgrove Memorial Scholarship Fund
1997
Keith Jackson Memorial Fund
1976
Lasater Student Loan Fund
1927
Norfleet Memorial Fund
1976
Lucy Simmons Puryear Memorial Scholarship Fund
1994
A.T. Williams Oil Company Scholarship Fund
1998
W. N. Reynolds Student Loan Fund
1931
A. Tab Williams, Jr. Scholarship Fund
2003
M. D. Stockton Education Fund
1927
Elizabeth T. Williams Memorial Scholarship
1999
N. D. Sullivan Charitable Trust
1971
Edwin H. and Louise N. Williamson Endowed Scholarship
2007
George B. Whitaker Memorial Student Loan Fund
1927
The Winston-Salem Foundation Student Loan Fund
1947
Winston-Salem Hospitals Consortium Nursing Student Loan Fund
1981
Anonymous
Erica Wolfe Memorial Scholarship Fund
1998
Yadkin County Association of Educators (YCAE) Scholarship Fund
1985
Charles R. Hemrick/Norma Charles-Sink through the Sam N. Carter and Pauline H. Carter Fund
Blanche Raper Zimmerman Scholarship Fund
1986
Marcus Raper Zimmerman Scholarship Fund
1983
donors Mr. and Mrs. James W. Armentrout
Mr. Ian Prior – Spector Limited
the winston-salem foundation annual report
funds and donors [42–43]
non-endowed funds
Advised Funds NON-ENDOWED ADVISED FUNDS allow donors to make grant recommendations from the principal of their fund. Because of the simplicity and
efficiency of these funds, many donors use them for annual charitable giving purposes. new funds in 2009 Anonymous
Jane P. Masich Advised Fund
Peter Perret Fund for Young Musicians
Stewart and Tracey Beason Charitable Fund
Walter McDowell Advisory Fund
Steve and Nancy Rowell Charitable Fund
Robert F. Coil Advised Fund
Mist Island Foundation Fund
Thomas Teague Fund
Nella P. Fulton Advised Fund
Dan and Bonnie Murphy Charity Fund
Susan B. Wall Advised Fund
Paul Fulton Non Endowed Advised Fund
Keith and Lisa Norman Family Advised Fund
Mr. and Mrs. Scott K. Young Charitable Fund
Frank and Margaret Hunter Fund
Novant Community Benefit Funds
Tom and Jean Adams Fund
Bridgeford Charity Fund
Ray and Jackie Cope Fund
David and Liz Albertson Fund
Michael Britt Family Fund
Harry Corpening Fund
Hannah Albertson Fund
Dr. Richard A. Brodkin Advised Fund
James and Barbara Corrigan Advised Fund
Martha Albertson Fund
Brookfield Fund
Dr. and Mrs. Robert J. Cowan Advised Fund
Betty and Eben Alexander Advised Fund
Grace and Jimmy Broughton Fund
Nancy and Scott Cramer Advised Fund
Elms and Harriet Allen Advised Fund
Henrietta Dibrell Brown Advised Fund
Craven Family Fund
Gayle Anderson/Carey Hedgpeth Fund
Kenton and Amy Brown Fund
Jane and Penn Craver Advised Fund
Dr. Stephen G. and Cynthia Anderson Advised Fund
Kirby C. Brown Fund
Mrs. Elizabeth W. Crockett Advised Fund
Mr. and Mrs. James N. Andrews Fund
Patty and Malcolm Brown Fund
O.K. Crouch Family Fund
Anonymous (5)
Rodney C. and Martha R. Brown Fund
Rick and Sara Crowder Charitable Fund
ARC Fund
Canary Fund
Grace L. Cullinan Advised Fund
Marie and Guy Arcuri Family Fund
Angela and William Carr Advised Fund
Julia C. Cullinan Advised Fund
Douglas D. Arnold and Lynn E. Calhoun Advised Fund
Anne S. Carr Advised Fund
Walker M. Cullinan Advised Fund
Dan and Margaret Austell Fund
Thomas A. and Kay B. Carter Advised Fund
S. G. Dale Fund
Dr. Khosrow Bahrani Advised Fund
David and Deborah Cassels Fund
Bill and Betty Gray Davis Advised Fund
Charles S. and Beth D. Baldwin Advised Fund
Mr. and Mrs. Thomas H. Caudle Advised Fund
Mr. and Mrs. John W. Davis Advised Fund
Pam and Bill Ball Advised Fund
Cavanaugh Fund
Mr. and Mrs. Thomas H. Davis, Jr. Advised Fund
R. Barrett Family Fund
Steve and Tonya Cavanaugh Hope Fund
Dr. James Day Advised Fund
Marshall B and Celestine P. Bass Non Endowed Advised Fund
Hobart and Adelaide W. Cawood Fund
Deaton Family Advised Fund
Michael and Julie Baughan Fund
John and Victoria Ceneviva Fund
Louis Nelson Dibrell III Family Fund
Bill and Louise Bazemore Fund
Chuck and Bobbie Chambers Advised Fund
Patricia Ann Rudolph Dixson Advised Fund
Edward S. and Barbara T. Beason Advised Fund
Dudley C. and Winborne S. Chandler Fund
Kay and Dan Donahue Fund
Ranlet S. and Frank M. Bell, Jr. Advised Fund
Barbara F. Chatham Advised Fund
Mr. and Mrs. James W. Douglas Advised Fund
Mr. and Mrs. Graham F. Bennett Advised Fund
Jerry and Brenda Cheek Charitable Fund
Thomas S. Douglas, III Advised Fund
Bentley Fund
Children's Enrichment Fund
Ashley H. and Graham P. Dozier Advised Fund
Deborah L. Best Advised Fund
Christopher Fund
Dale E. and Luci H. Driscoll Advised Fund
Mr. and Mrs. H. Lee Bettis Advised Fund
Nick and Jennifer Chrysson Advised Fund
Noel Lee Dunn Advised Fund
David and Susanne Blanco Advised Fund
Jeff T. and RenĂŠ F. Clark Advised Fund
Eagan Brothers LLC Fund
Frank L. Blum Fund
Gwenn S. and Michael L. Clements Advised Fund
Robert and Amy Egleston Advised Fund
June and Jack Blunk Fund
D. Elwood and Helen H. Clinard Fund
Eisenberg Family Advised Fund
Paul Breitbach Fund
Kirtan Coan and Al Greene Advised Fund
Aurelia Gray Eller Fund
Brendle Advised Fund
Sophia Cody Advised Fund
Jerry and Janet Enos Fund
Felice and Richard A. Brenner Fund
Gary W. and Virginia F. Cole Advised Fund
Gerald and Ann Esch Donor Advised Fund
Mike and Wendy Brenner Charitable Fund
David Collins Fund
Lisbeth C. Evans and Mr. James T. Lambie Advised Fund
James T. and Betty S. Brewer Fund
Barry and Dottie Cook Fund
Falken Family Fund Non Endowed Advised Funds continued on next page
Non Endowed Advised Funds continued from previous page Donna and Michael Fina Advised Fund
Jay and Jane Helvey Advised Fund
Marieanne and Jerry Long Advised Fund
Gary G. and Diana B. Fleming Fund
Page Daniel Hill Fund
Matt and Emmie Long Fund
Representative Dale and Synthia Folwell Family Fund
Doris and William Hohman Non Endowed Advised Fund
Frank and Kay Lord Advised Fund
T. Vernon and Jennifer K. Foster Fund
Mr. and Mrs. William E. Hollan, Jr. Advised Fund
David and Libby Lubin Fund
Alice Foster Ficken Fund
James E. Holmes, Jr. and Betty J. Holmes Fund
Gail Lybrook Advised Fund
Cecil and Henrietta Foushee Advised Fund
Homebuilders Association of Winston Salem Charitable Fund
Dr. Mark P. Maier Advised Fund
Sheila F. and John C. Fox Fund
Bob and Gwynn Hooks Fund
Richard A. and Carrie Wall Malloy Advised Fund
Alice Dibrell Freeman Family Fund
Horton Family Fund
Deborah S. Marshall Non Endowed Advised Fund
Mr. and Mrs. Alex H. Galloway Advised Fund
Hamilton C. Horton, Jr. Family Advised Fund
Mr. and Mrs. James E. Martin Advised Fund
Camille and Jim Galloway, Jr. Advised Fund
Wava Howard Runnymede Beautification Fund
Janet and O. C. Martin III Fund
Dr. Kenneth R. Gallup, Jr. Advised Fund
Eric N. Hoyle Advised Fund
Dr. Richard Marx Advised Fund
Caroline Gamble Charitable Fund
Robert C. and Catherine C. Huber Advised Fund
Doug and Mary Anne Maynard Fund
Harold and Patricia Garner Donor Advised Fund
Tom and Lucia Hughes Family Fund
Drane and Bill McCall Advised Fund
John and Linda Garrou Advised Fund
Ann and Dudley Humphrey Advised Fund
Thomas P. and Anne B. McDowell Fund
Gfeller Family Fund
John W. Hunt Advised Fund
Sarah Murphy McFarland Advised Fund
Matthew Alan Gfeller Memorial Fund
Hunter Family Fund
Cathleen and Ray McKinney Fund
Jim and Mary Alice Gibbs Advised Fund
Mr. and Mrs. David A. Irvin Advised Fund
John and Grace McKinnon Advised Fund
John Munro and Flavel McMichael Godfrey Advised Fund
Jim and Dianne Iseman Charitable Fund
J.P. McMichael, Jr. Advised Fund
Ted and Julia Ann Goins Advised Fund
Susan M. Ivey Advised Fund
J. Frank and Laura Turnage McNair Advised Fund
Tony and Vi Golding Fund
Francis and Adele James Advised Fund
Mrs. C.C. McNeely Advised Fund
Goodrum Family Advised Fund
Jarrahi Family Advised Fund
Thomas C. McNeil and Sandra B. McNeil Advised Fund
Alice Jane Goodson Fund
JG Advised Fund
Judson J. and Alice C. Milam Fund
Alice and W. A. Goodson, Jr. Advised Fund
Elizabeth G. and Stephen A. Johnson Charitable Fund
Charles W. Miller Fund
Judy S. and William A. Goodson, III Advised Fund
Ann and Halbert Jones Charitable Fund
Susan Dibrell Miller Family Fund
Thomas O. and Leesa L. Goodson Advised Fund
JSCG Donor Advised Fund
Richard and Laura Montgomery Advised Fund
William A. and Georgia H. Goodson Fund/Goodson Advised
Pam and Fred Kahl Advised Fund
Elsie L. Morris Advised Fund
William A. and Georgia H. Goodson Fund/Saunders Advised
David and Rachel Katzer Charitable Gift Fund
J. Frank and Lynda K. Morris Advised Fund
Kathryn Hanes Graves Advised Fund
Mr. and Mrs. William B. Kay, Jr. Advised Fund
Mr. and Mrs. Edward T. Mulvey, Jr. Advised Fund
C. Boyden Gray Advised Fund
Sherry A. Kellett Fund
R. Frank and Mary Jo Murphy Advised Fund
Hunter Gray Advised Fund
Stanhope A. and Elizabeth Kelly Advised Fund
Murray Supply Company Advised Fund
Alfa and Gerry Gunzenhauser Non Endowed Advised Fund
Charlie L. Kennedy, MD Donor Advised Fund
Walter V. and Martha W. Murray Advised Fund
Carlota G. Haberkern Fund
Robert M. and Mary R. Kerr Advised Fund
Robert F. and Bonnie L. Naas Advised Fund
Hall Family Fund
Nancy T. and Richard J. Keshian Fund
Mr. and Mrs. Lucian H. Neal Advised Fund
Martha S. Hancock and James A. Hancock, Jr. Advised Fund
Cornelius Vanstory King Advised Fund
J. & J. Neely Advised Fund
Hands and Feet Fund
Robert W. and Candy E. Kiser Charitable Fund
David and Scottie Neill Advised Fund
Ann S. and F. Borden Hanes, Jr. Advised Fund
Edith and Bill Knott Fund
Dr. and Mrs. Lewis H. Nelson, III Advised Fund
Helen C. Hanes Fund
D. Joyce Kohfeldt Fund
William Robert and Elizabeth H. Newell Advised Fund
Jim Hanes Fund
Mr. and Mrs. Horace Robinson Kornegay, Jr. Advised Fund
Fred and Lillian Nordenholz Fund
Marcus Hanes Fund
Pete Kulynych Advised Fund
Robert S. and Marianne D. Northington Advised Fund
Robin M. Hanes Fund
Gilmour and Nancy Lake Advised Fund
Anita and Tom Ogburn, Jr. Fund
Kathy and Jim Hardison Advised Fund
Lambeth Family Fund
Laney and Merritt Orr Fund
Robert B. and Lisa B. Harrell Non Endowed Advised Fund
Susan and George Lautemann Advised Fund
Judith R. and Samuel H. Owen Fund
John and Anne Harrison Advised Fund
Annette M. Leight Advised Fund
Ben C. and Mildred W. Paden Advised Fund
Hash Advised Fund
Margaret G. Leight Advised Fund
Mr. and Mrs. Craven Page Advised Fund
Linda Adair Hatcher Memorial Fund for Eating Disorders
Mary A. Leight Advised Fund
Mary Beth and Bob Parker Fund
Charles H. and Susan Hauser Advised Fund
Kathy and Mike Lewis Fund
Margaret Weatherspoon Parker Fund
Don and BĂŠ Haver Advised Fund
Lillie's Friends Foundation Fund
Brookes H. Parrish Fund
Dick and Karen Hedrick Advised Fund
Dr. A. Stanley and Mary Margaret Link Fund
Joe and Britt Parrish Fund
Dr. Eugene Heise Advised Fund
George and Susan Little Advised Fund
The Pathways Fund
Edna and Jeff Helms Fund
Margaret Rose Long Non Endowed Fund
John and Dominique Patrick Fund Non Endowed Advised Funds continued on next page
the winston-salem foundation annual report
FUNDS AND DONORS [44–45]
non-endowed funds Non Endowed Advised Funds continued from previous page Lucie and Chuck Patton Fund
Jill Runnion Fund
Donald K. and Beverly L. Truslow Advised Fund
Carol and Raymond Pearson Charitable Fund
Dr. Wilson and Marcia Russell Fund
Mary Kay Tucker Advised Fund
Brenda B. Penney Advised Fund
SGK Fund
Eleanor James Vance Advised Fund
Clifford and Elizabeth Perry Advised Fund
Mr. and Mrs. W.P. Sandridge, Jr. Advised Fund
Stuart F. and Frances McD. Vaughn Advised Fund
Ford and Jeanene Perry Advised Fund
William Madison and Phoebe Barnhardt Satterwhite Fund
Peter and Carol Vrooman Advised Fund
Pauline Davis Perry Advised Fund
M. Garnett and Georgia G. Saunders Fund
Bruce D. Walley, M.D. Fund
William H. Petree, Jr. and Katherine Weathers Petree Advised Fund
Robert D. and Pamela B. Saunders Fund
Hans W. and Elizabeth K. Wanders Advised Fund
Thomas D. and Katherine E.M. Schroeder Fund
Pfefferkorn Company Advised Fund
Jack and Jean Ward Advised Fund
The Servanthood Fund
L. Gordon and June D. Pfefferkorn, Jr. Fund
William G. Ward MD Family Advised Fund
Beverly Britton Rudolph Shaw Advised Fund
Mr. and Mrs. Stephen F. Phelps Advised Fund
Leslie R. and Robert E. Warhover Advised Fund
Bill and Shirley Shaw Fund
Pine Hall Brick Co. Fund
Bill and Judy Watson Fund
A. Lincoln and Nancy D. Sherk Fund
David and Ingrid Pisetsky Advised Fund
Cornelia K. Weigl and Lachlan MacLachlan Advised Fund
Adrian and Bob Shore Advised Fund
William Pitser Advised Fund
Henry and Martha Wellman Advised Fund
Dr. Thomas E. Shown Advised Fund
Margaret Scales and Graydon Pleasants Advised Fund
John M.& Nancy Kyle Wells and Frances & C.C. Graham Fund
Joe B. and Virginia L. Simpson Advised Fund
Nancy and Ed Pleasants Advised Fund
Mr. and Mrs. P. Everett Wells, III Advised Fund
Martha and Tom Simpson Advised Fund
Ruth M. and Clifton E. Pleasants Fund
Togo D. West, Jr. Advised Fund
Catharine N. and Kenneth N. Sisk Fund
Dr. Harold C. Pollard, III Fund
Harden and Janet Wheeler Fund
Debra Runnion Sizemore Fund
Dr. and Mrs. Eddie Pollock Advised Fund
Ms. Elizabeth N. Whitaker, II Advised Fund
Mike and Beth Skorich Advised Fund
Robert S. and Wanda E. Pool Fund
Louisa Whitaker Advised Fund
Kenny and Amy Smith Fund
T.J. and Nancy Pulliam Advised Fund
William A. Whitaker Advised Fund
Brant and Kay Snavely Fund
Mrs. Elizabeth L. Quick Advised Fund
Nancy and Monty White Advised Fund
Snyder Family Fund
George and Susan Ragland Fund
Scott and Lauren Wierman Advised Fund
John and Nancy Southard Advised Fund
Rainey Charitable Fund
Paul and Jan Wiles Charitable Gift Fund
Spaugh Family Fund
Ramona Fund
Arthur T. and Catherine R. Williams, III Advised Fund
Mary Jo W. and R. Arthur Spaugh Fund
David B. Rea Non Endowed Advised Fund
Dr. and Mrs. S. Clay Williams, Jr. Advised Fund
Ann Lewallen Spencer Fund
Donald J. and Deborah R. Reaves Family Fund
John G. and Patricia G. Williard Advised Fund
Nancy Spencer Advised Fund
Reaves Family Charitable Trust
Mr. and Mrs. Ben S. Willis, Jr. Advised Fund
Michael W. Sperry Advised Fund
Burton and Frances Reifler Fund
Mr. and Mrs. H. Norton Willis Fund
Bobby and Jan Sprinkle Family Trust
Dick and Sandy Respess Fund
Robert M. Willis Fund
W. Fletcher and Anna B. Steele Family Fund
Reynolda Rotary Benevolence Fund
Mr. and Mrs. J. D. Wilson, Jr. Advised Fund
Stratford Rotary Benevolence Fund
Dr. Vade Rhoades Fund
Mrs. Nancy H. Wilson Advised Fund
Kathryn Kendrick Streng Advised Fund
Lori and Pat Riazzi Fund
W.T. Wilson Advised Fund
Richard and Nancy Sullivan Fund
Richard T. Rice Advised Fund
M. Powell and Gertrude S. Winstead Advised Fund
John J. and Betty Pratt Sutton Advised Fund
Rickelton Fund
Winters Advised Fund
Nancy King Tanner Advised Fund
Jacqueline P. Rider Advised Fund
Winston Salem Rotary Benevolent Fund
Targacept TargaCare Fund
John and Lynn Roach Advised Fund
Winston Salem Twin City Host Lions Club Advised Fund
John A. Taylor Advised Fund
Pauline and Norwood Robinson Fund
Calder and Martha Womble Advised Fund
Marguerite B. Taylor Advised Fund
David F. and Martha Wilson Rowe Advised Fund
Erna and Bill Womble Advised Fund
Ron and Merle Tedder Charitable Fund
Michael and Deborah Rubin Advised Fund
Ralph H. Womble Advised Fund
Louise Dibrell Theberge Family Fund
Curtis Flynt Rudolph Advised Fund
William F. Womble Advised Fund
John B.R. Thomas Donor Advised Fund
Mr. and Mrs. V. Carver Rudolph Fund
James and Johanna Yopp Fund
F. Nelson Tomlinson Advised Fund
Sanford Harrison Rudolph Advised Fund
Lynn and Jeff Young Fund
Dr. and Mrs. James F. Toole Advised Fund
James M. and Lorre C. Ruffin Fund
Stephen and Bonnie Zades Advised Fund
Triad Academy Scholarship Fund
Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund
Mr. and Mrs. Nick G. Zegrea Advised Fund
Triantos Fund
[ 4 6 – 4 7 ] funds and donors
the winston-salem foundation annual report
Temporary and Special Funds TEMPORARY AND SPECIAL FUNDS give the Foundation the ability to hold funds for a limited time for organizations and individuals for charitable projects.
Tollie Barber Memorial Fund
Vanessa C. Anthony Hope Memorial Fund
Stokes County Trust Fund
Clifton E. and Ruth Brewer Beck Memorial Fund
Hospital Hospitality House of Winston Salem
Antony Swider Art Education Scholarship
Black Philanthropy Fund
iCan House Fund
Take the Lead North Carolina Fund
Jackie Brooks Memorial Fund
Ned C. "Jeep" Ingram, Jr. Fund for Ciener Botanical Garden
Twin City Youth Baseball Association Fund
Buena Vista Median Restoration Project
Jane's Gift of Hope Fund
Vigils for Healing Fund
CDI Symposium Fund
Rachael Tolson Law Memorial Scholarship Fund
Maytrice Walton Scholarship Trust Fund
Children of Vietnam Fund
Lions Booster Club Fund
Michael and Buffy Waltrip Charitable Fund
Andrew Blake Clark Memorial Scholarship
Douglas N. Marlette Memorial Scholarship Fund
Welch Advised Fund
Clemmons Dog Park Fund
R. B. Matthews Student Assistant Fund
Elaine White Memorial Fund
Craven Habitat Fund for Deaf Adults
Medical Mission Initiative
A. Tab Williams, Jr. Fund for Forsyth Country Day School
ECHO Network Fund
Ricky Douglas Mitchell Scholarship Fund
A. Tab Williams, Jr. Fund for Rose Hill Free Will Baptist Church
Flow Automotive Companies Scholarship Fund
New Winston Museum Fund
A. Tab Williams, Jr. Fund for Senior Services
Fondue Fund
NCAPA Project Fund
Winston Salem Community Development Collaborative
For Katie's Sake Fund
NC Canso Development Fund
Winston Salem Community Development Fund
Forsyth Common Vision Council Fund
Jackson Potter Paul Arts Fund
Winston Salem/Forsyth County Sports Medicine Fund
Forsyth Fund for Teaching Excellence
Peace Haven Baptist Church Fund
Winston Salem Children & Youth Fund
Denise Franklin Journalism Scholarship
Roaring Gap Fund
Winston Salem Sidewinders Fund
Friends of the Hollywood Cemetery Fund
Roaring Gap Scholarship Fund
With Help From Friends
Give The Kids A Reason Fund
Salem College Student Philanthropists Fund
Women's Fund of Winston Salem
Alice O'Kelley Goodson Memorial Fund
Salem Lodge #139 / Robert A. Miller Memorial Fund
Youth Activities Fund
Josh Gray Memorial Scholarship Fund
Carl R. Sapp Field Enhancement Fund
ZAP Fund
HAWS/Happy Hill Fund
Harry Scofield Fund
Peter Hinkle Memorial Fund
Jonathan LaRon Skinner Memorial Scholarship Fund
funds and donors
Charitable Trusts THE FOUNDATION SERVES AS TRUSTEE of charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) for donors. CLTs allow donors to
direct income from the trust to the Foundation and/or other charities for a designated period of years. At the end of that period, the principal can be redirected according to the terms of the original trust documents. CRTs provide life income to designated individuals with the remainder interest of the trust ultimately going to charity. Abner Alexander Irrevocable Living Annuity Trust
Sara S. and Curtis E. Long 2005 Charitable Remainder Unitrust
Elms and Harriet Allen Unitrust
William and Drane Vaughn McCall Irrevocable Living Unitrust
Stephen G. Anderson Irrevocable Living Unitrust
Nancy Davis McGlothlin Charitable Remainder Unitrust
Anonymous (2)
John B. and Grace D. McKinnon Irrevocable Living Unitrust
James L. Barnhardt Charitable Remainder Unitrust
Bonnie B. and James C. Messick Charitable Remainder Annuity Trust
Edward S. and Barbara T. Beason Unitrust
Margaret W. Parker Charitable Lead Unitrust
Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust
C. Edward Pleasants Charitable Remainder Unitrust
Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust
Nancy T. Pleasants Charitable Remainder Unitrust
George and Edna Blanton Charitable Annuity Trust
Ruth M. Pleasants Irrevocable Living Unitrust
Frederick A. Blount and Charlotte F. Blount Irrevocable Living Annuity Trust
James A. Roddick, Jr. 2008 Charitable Remainder Annuity Trust
Patricia Ann L. and Grady E. Boyles, Jr. 2007 Charitable Remainder Unitrust
F. Conard and Jean Snyder Charitable Lead Annuity Trust
Ann Blanton Breese 2007 Charitable Remainder Unitrust
Nancy H. Southard Irrevocable Living Unitrust
Harry O. Corpening Charitable Remainder Unitrust
Nancy S. Spencer Charitable Remainder Unitrust
Athalene Couch 2007 Charitable Remainder Annuity Trust
Edward E. and Jean Jennings Stivers Charitable Annuity Trust
Athalene Couch 2007 Charitable Remainder Unitrust
John J. Sutton, Jr. and Betty P. Sutton Charitable Remainder Unitrust
Joyce H. and James P. Dickerson Charitable Remainder Trust
David H. Tate Irrevocable Living Unitrust
Frank E. and Mary B. Driscoll Charitable Remainder Trust
Jesse C. Temple 2007 Charitable Remainder Annuity Trust
Elizabeth T. Edmondson Irrevocable Living Annuity Trust
L. Frances S. Temple and Jesse C. Temple Charitable Remainder Unitrust
Rita D. Fitzgerald Charitable Remainder Annuity Trust
L. Frances S. Temple Charitable Remainder Unitrust
Donald F. Folger and Lucy E. Folger Charitable Remainder Trust
M. Louise Thomas Charitable Remainder Unitrust
Thad W. Garner, Mildred B. Garner and Kathryn W. Garner Irrevocable Living Unitrust
Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust
J. Beeson Grubbs Irrevocable Living Annuity Trust
Hans W. Wanders Irrevocable Living Unitrust
Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust
Arthur G. and Susanne S. Weber Charitable Remainder Unitrust
Lawrence R. Hine Irrevocable Trust
A. Tab Williams, Jr. Charitable Annuity Lead Trust
Edmund B. Hopkins Irrevocable Living Unitrust
Willingham Irrevocable Living Annuity Trust
Lucy Kaplan Irrevocable Living Unitrust
Mathilda G. Wolfe Testamentary Charitable Remainder Unitrust
William A. and Edith T. Knott Irrevocable Living Unitrust
Jane Gilbert Womble Irrevocable Living Unitrust
William G. Koronis and Ava O. Koronis Irrevocable Living Unitrust
W.F. Womble Irrevocable Living Unitrust
Mary Annette Leight 2002 Charitable Unitrust
H.C. Woodall, Jr. Family Charitable Remainder Unitrust
Douglas Lewis Family Charitable Remainder Unitrust
Roma Lee Woosley 2005 Charitable Remainder Annuity Trust
Curtis and Sara Long Charitable Remainder Unitrust
Book of Memory THE BOOK OF MEMORY was established by The Winston-Salem Foundation in 1946 as a means of preserving the names of people in whose memory gifts
to the Foundation are made. The specially commissioned, leather-bound book is displayed in the Foundation’s reception area and contains more than 8,600 names. The Foundation provides an acknowledgment to the appropriate person(s) to let them know that a memorial gift has been made and that the name of the deceased has been inscribed in the Book of Memory.
THE FOllOwing naMEs wERE EnTEREd inTO THE BOOK OF MEMORY in 2009: Elaine Abramson
George William Colvin, Jr.
Barbara Barnes Hauptfuhrer
Ann Bowles Miller
Frances Smeyers Thomas
Lin Adams
John M. Cox, Jr.
Richard Steven “Rick” Hemrick
Frederick Thomas Minnis
Jack E. Thornton, Sr.
Annie S. Alexander
Johnsie C. Cunningham
Peggy Blum Hill
Lou McMichael Miracle
Bynum Ellsworth Tudor, Jr.
Vanessa C. Anthony
Courtland Harwell Davis, III
Dan McLaughlin Hobson
Clayton Moore, Jr.
Richard H. Tyndall
Edward Callaway “Ned” Austell
James Davis
William Frederick Hohman
Rebecca Jane Wolfe Myers
Earl Craig Wade, Jr.
John Lloyd “J.L.” Axsom, Jr.
Ann Donnelly
James T. Holt, Sr.
Geraldine Alspaugh Nifong
Louise Bennett Bahnson
Richard Joseph Dorgan
William R. “Bill” Howard
Richard Dewitt “Dick” Ogburn
Ann Conrad Rainey “Connie” Weidman
Ruth Miller Becher
Mary Elmore Finley
Catherine Clark Montague Huber
Shirley Denny Olive
Everette William Beckner
Kaitlin “Katie” Fitzgerald
June Porter Johnson
Ora Elizabeth Stone Owen
Irmhild Berndt
Dorothy Florence
Kenneth A. Johnson
Kathryn Sue Wilson Peatross
Helen Hughes Blum
Cecil Shelton Foushee
Kenneth B. Keels
Clyde M. Powers
Betty R. Boney
William Ragsdale “Will” Froelich
Jane Keith
Wanda Atkins Ransom
Henry M. Booke, Jr.
Ralph Edward Garner
Linda Louise Binkley Ketner
William Neal Reynolds, II
Jean Hartman Browning
Katherine Ives Gheesling
Gretchen Simons Klaff
Ann Crews Ring
David Eugene Butner
Larry Gillenwater
Edwin M. Leight, Jr.
Allan L. Rohrbaugh
Amy Rose Delp Byrd
Alice O’Kelley Goodson
Anne Kimbrough Ligon
Dr. Clemens Harold Sandresky
Patricia Jones Cain
Howard Gray
Raymond Lockwood
Kenneth Joseph Scales
Eva Calloway
Joseph Turner Greene, Jr.
Regina Irene Derwin Lofland
David Glen Shepherd
Thomas Hilary Chambers
George Griswold, VIII
Anthony M. “Tony” Masich, Jr.
Jonathan LaRon Skinner
Paul E. Cheek, Jr.
Richard Edward Guthrie, Jr.
Drane Vaughn McCall
Dr. Marcus Frank “Buddy” Sohmer, Jr.
Errol Milner Clifford
Robert Harper
Dr. Quincy A. McNeil, Jr.
John Peter Strug, Jr.
the winston-salem foundation annual report
Mary Anne Whicker Catherine Caldwell Whitney Paul Dean Williams Preston Allen Williams Nancy Pixley Wilson Robert Louis Wolfe Stephen Hugh Wolfe Kelly Jo Petersen Womble Pamela H. Gagner Wyatt Helen Kent Yates Dorothy Jane Plumer “Billie” Yeager
Funds and dOnORs [48–49]
Funds and dOnORs
The Legacy Society THE FOundaTiOn’s lEgaCY sOCiETY honors those generous individuals or couples who have established or added to permanent endowments totalling
$10,000 or more at the Foundation or those who have made provisions of $10,000 or more for the Foundation through deferred or planned gifts, such as charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation. The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2009. If you have fulfilled the Legacy Society criteria and you are not listed, please let us know. On behalf of future generations, we gratefully thank these donors for their plans to contribute to such an enduring legacy for our community.
lEgaCY sOCiETY MEMBERs Anonymous (14)
Mrs. George Blanton
Mrs. William H. Carr
Ms. Rebecca M. Deaton
Mr. Paul Fulton, Jr.
Ms. Katherine Acton and Mr. Gerald Smith
Dr. and Mrs. F. A. Blount
Ms. Genie Carr
Mr. and Mrs. Albert J. DeForest, III
Mrs. James A. Fyock
Mr. and Mrs. J. Hal Bolin
Mr. and Mrs. Henry M. Carter, Jr.
Mr. and Mrs. Joseph R. Delia
Dr. and Mrs. Joe E. Gaddy, Jr.
Mr. and Mrs. Henry M. Booke
Ms. Dorothy A. Caudill
Dr. and Mrs. John W. Denham
Mr. John K. Gallaher
Mr. Sam L. Booke, Jr.
Mr. and Mrs. C. Ray Caudle
Ms. Jan M. Detter
Dr. and Mrs. Kenneth R. Gallup, Jr.
Claude and Judy Booker
Mr. M. Campbell Cawood
Dr. and Ms. James P. Dickerson
Ms. Kathryn W. Garner
Mr. and Mrs. Julian R. Bossong
Ms. E. Jeanine Chadwell
Mr. and Mrs. James H. Diggs
Mr. Harold R. Garrison
Mr. and Mrs. Glenn C. Boswell, Jr.
Mr. and Mrs. Charles W. Chambers
Mr. and Mrs. Joe Dillon
Brittney J. Gaspari
Dr. and Mrs. Edwyn T. Bowen, Jr.
Mrs. Elaine D. Dowdell
John and Jane Gehring
Mr. and Mrs. Magnus Andersen
Mr. and Mrs. Chris Chapman
Mr. and Mrs. Grady E. Boyles, Jr.
Mr. and Mrs. Bruce Downing
Mr. and Mrs. Thomas O. Goodson
Ms. Gayle N. Anderson
Mrs. Norma Charles Sink
Dr. Sherrill Braswell
Mr. and Mrs. Graham P. Dozier, III
Mr. William A. Goodson, Jr.
Dr. and Mrs. Stephen G. Anderson
Mrs. Barbara F. Chatham
Ms. Susan F. Braswell
Ms. Grace Draman
Mr. and Mrs. Bryce Gordon
Mr. and Mrs. John Appel
Mr. and Mrs. Gerald L. Chrisco
Ms. Ann Blanton Breese
Mr. and Mrs. Dale E. Driscoll
James and Natasha Gore
Mr. W. A. Armfield, Jr.
Mr. and Mrs. Robert C. Clark
Mr. and Mrs. J. Paul Breitbach
Mr. Frank E. Driscoll
Dr. and Mrs. Louis N. Gottlieb
Dr. and Mrs. Donald L. Armitage
Mr. and Mrs. George M. Cleland
Mr. and Mrs. Abe Brenner
Dr. and Mrs. Joseph B. Dudley
Richard and Liana Gottlieb
Mrs. Teresa R. Ashburn
Mr. and Mrs. Michael L. Clements
Ann L. Brenner
Ms. Nancy Dunn
Mr. Vergil H. Gough
Drs. Anthony and Katherine Atala
Mr. and Mrs. D. Elwood Clinard, Jr.
Mr. and Mrs. Michael Brenner
Mr. Noel Lee Dunn
Mr. and Mrs. Bernard Gray
Ms. Lisa L. Austin
Mr. and Mrs. John Wayne Clodfelter
Mr. and Mrs. Paul Briggs
Ms. Mignon Durham
Mrs. James A. Gray, Jr.
Mr. and Mrs. Bruce M. Babcock
Mr. and Mrs. Gary W. Cole
Mrs. Lenora J. Brown
Mrs. Mary M. Eagan
Mrs. J.T. Greene, Jr.
Mr. and Mrs. L. M. Baker, Jr.
Mr. Elmer Collins
Mr. and Mrs. Royall R. Brown, Jr.
Mr. J. Beeson Grubbs
Mr. and Mrs. William P. Baldridge
Mr. George L. Cooper
Mr. and Mrs. Fred G. Eidson
Mr. John D. Budd
Mr. and Mrs. James L. Einstein
Dr. Caryl Guth
David L. and Robin C. Barnes
Mr. Harry Corpening
Mr. and Mrs. Joseph R. Budd
Mr. and Mrs. Barry Eisenberg
Dr. and Mrs. Paul P. Gwyn
Mr. and Mrs. Richard D. Barnes
Mr. and Mrs. David L. Cotterill
Mr. and Mrs. Richard P. Budd
Mrs. William N. Hailey
Mr. and Mrs. Zeb E. Barnhardt, Jr.
Ms. Athalene Couch
Mrs. Robert A. Emken
Mr. and Mrs. Charles Norman Bunce
Mr. and Mrs. Alexander C. Ewing
Mr. and Mrs. James A. Hancock, Jr.
Dr. and Mrs. Rolland Barrett
Dr. Patricia P. Bundy
Mrs. Donna H. Craige
Dr. and Mrs. John C. Faris
Mr. and Mrs. F. Borden Hanes, Jr.
Mr. Marshall B Bass
Dr. David H. Burr
Scott and Nancy Cramer
Mr. and Mrs. Frank Borden Hanes, Sr.
Dr. and Mrs. Edward S. Beason
Mr. and Mrs. John W. Burress, III
Mr. and Mrs. Robert L. Dalton, Jr.
Mrs. Rita D. Fitzgerald Ms. Marlene P. Flinchum
Mr. and Mrs. R. Philip Hanes, Jr.
Mrs. Clifton E. Beck
Mr. and Mrs. David B. Butler
Mr. Jason Davies and Mrs. Julia Frost Davies
Mr. and Mrs. Victor I. Flow, Jr.
Ms. Susan F. Harris
Mr. and Mrs. Frank M. Bell, Jr.
Dr. and Mrs. W. Douglas Cardwell
Mr. G. Franklin Davis
Mr. and Mrs. Donald F. Folger
Mr. and Mrs. John Harrison
Mrs. Marie Bellin
Dr. and Mrs. Kenneth Carlson
John and Terrie Davis
Dr. and Mrs. Robert V. Ford, Jr.
Mr. and Mrs. Paul D. Harrison
Mr. and Mrs. R. Gordon Bingham
Mrs. Anne Maddrey Carpenter
Mr. and Mrs. Richard N. Davis
Mr. Woody Fox
Mrs. Claude B. Hart
David and Susanne Blanco
Mr. Coy C. Carpenter, Jr.
Mr. and Mrs. William A. Davis, II
Mr. David W. Fuller
Mr. and Mrs. Ray Mitchell Agnew, Jr. Mrs. Sylvia F. Alderson Judge and Mrs. Abner Alexander Dr. Donna D. Alexander Dr. and Mrs. Elms L. Allen Dr. and Mrs. Harvey H. Allen, Jr.
Mr. and Mrs. Dennis G. Hatchell Legacy Society Members continued on next page
Legacy Society Members continued from previous page Mr. and Mrs. Sam Hauser
Mr. and Mrs. Philip G. Kinken, Jr.
Ms. Ellen N. Monahan
Mrs. John S. Rider
Mrs. Louvenia Cox Tucker
Mr. and Mrs. Donald G. Haver
Mr. and Mrs. William A. Knott
Dr. and Mrs. John H. Monroe
Mr. Clay V. Ring, Jr.
Mrs. Bynum E. Tudor, Jr.
Mr. and Mrs. Fred W. Hege
Dr. and Mrs. L. Andrew Koman
Mr. and Mrs. C. Arzell Montgomery
Mr. and Mrs. John L. Turner
Mr. Charles R. Hemrick
Dr. and Mrs. Thomas J. Koontz
Mr. and Mrs. Timothy R. Moore
James A. Roddick, Jr. and Dorothy Roddick
Mr. L. Stephen Hendrix
Bill and Ava Koronis
Mr. and Mrs. Steven C. Morgan
Mr. and Mrs. A. B. Henley, III
Mr. Petro Kulynych
Mr. and Mrs. Daniel N. Moury
Nick Hennessee
Mr. and Mrs. Marty Myers
Mr. and Mrs. Leonard Herring
Mr. James Lambie and Ms. Lisbeth Evans
Mr. and Mrs. Michael C. Hetrick
Mr. and Mrs. B. Thomas Lawson, Jr.
Mr. and Mrs. David B. Neal
Mr. Hardin P. Higgins
Mrs. Annette M. Leight
Mr. David L. Neal
Mrs. Harrell B. Hill
The Honorable Molly Leight
Mr. and Mrs. Lucian H. Neal
Mrs. H. J. Runnion, Jr.
Mr. Lawrence R. Hine
Mr. and Mrs. A. Thad Lewallen, III
The Honorable Stephen L. Neal
Mrs. Alice Hinman
Mr. and Mrs. Douglas R. Lewis
Mr. and Mrs. T. David Neill
Dr. and Mrs. William M. Satterwhite, Jr.
Doris Hohman
Nancy C. Lide
Mr. and Mrs. Fred W. Nordenholz
Mrs. Barbara Wall Holcomb
Mr. and Mrs. Stanley Lineberry
Dr. and Mrs. David Reese O'Brien, Jr.
Mrs. William E. Hollan, Sr.
Mr. Joseph P. Logan
Mrs. Algine Neely Ogburn
Mr. and Mrs. William E. Hollan, Jr.
Mr. and Mrs. Curtis E. Long
Mr. and Mrs. Sam C. Ogburn, Sr.
Mr. and Mrs. James E. Holmes, Jr.
Mr. and Mrs. Frank K. Lord, III
Mr. and Mrs. L. Glenn Orr, Jr.
Mr. and Mrs. Robert A. Hoover
Mrs. Elizabeth Lovett
Mr. and Mrs. Craven B. Page
Drs. Judith and Marbry Hopkins
Mrs. Carolin Lowy
Mr. John V. Pappas
Mrs. Edmund B. Hopkins
Annette P. Lynch
Mr. and Mrs. Dwight E. Pardue
Mr. and Mrs. Leonard Howard
Ms. Patti Ann Lynch
Mrs. Harry O. Parker
Mr. and Mrs. Billy Hunt
Mr. and Mrs. E. Erwin Maddrey, II
Dr. and Mrs. Eugene H. Paschold
Mrs. Jacqueline S. Hunt
Mr. and Mrs. John Mann
Mr. John W. Hunt
Mr. and Mrs. James E. Martin
Dr. John Patrick and Dr. Dominique Patrick
Mr. and Mrs. David A. Irvin
Dr. and Mrs. John A. Maselli
Ms. Julie J. Pearce
Dr. and Mrs. Nathaniel Irvin, II
Mr. David P. Masich
Ms. Brenda B. Penney
Ms. Susan M. Ivey
Mrs. Anthony M. Masich, Jr.
Dr. and Mrs. Francis D. Pepper, Jr.
Dr. and Mrs. Francis M. James, III
Dr. and Mrs. K. Frank McCain
Dr. Richard Janeway
Dr. William McCall, Jr.
Mr. and Mrs. Harry Jarman
Dr. and Mrs. Bruce R. McCune
Mr. and Mrs. W. T. Jenkins, Sr.
Mrs. Nancy Davis McGlothlin
Mrs. Florinda C. Johnson
Dr. Timothy McGowen
Dr. and Mrs. Peter C. Johnson
Dr. W. Frederick McGuirt
Ms. Beverly Johnston
Ray and Cathleen McKinney
Mr. Graydon Pleasants and Ms. Margaret Scales
Mr. James W. Johnston
Mr. and Mrs. John B. McKinnon
Mrs. Catherine M. Jones
Ms. Sally R. McLeod
Mr. and Mrs. Christopher Jones
Mr. and Mrs. J. Frank McNair, IV
Mr. and Mrs. Scott D. Jones
Dr. and Mrs. William E. Means
Mrs. R. William Joyce
Mr. and Mrs. John G. Medlin, Jr.
Ms. Lucy Kaplan
Mr. and Mrs. Danny J. Mendenhall
Mr. and Mrs. William B. Kay, Jr.
Mr. and Mrs. John Merritt
Mrs. J. Lee Keiger, Jr.
Mr. James C. Messick
Ms. Terri Kern
Mr. and Mrs. Eugene Rossitch Dr. and Mrs. Michael H. Rubin Mr. and Mrs. Tom Rucker Mr. and Mrs. C. Guy Rudisill, III
Mrs. Mildred Naugle
Ms. Avon Ruffin Mr. Dalton D. Ruffin
Dr. and Mrs. Daniel G. Sayers Mr. and Mrs. Andrew J. Schindler Dr. and Mrs. Robert P. Schwartz Mrs. Lyttleton B. Scott, Jr. Mrs. Anthony W. Seamon Mr. Rick Seamon Ms. Rebecca Ann Sebastian Mrs. Robert D. Shore, Jr. Mrs. Rosemary V. Shortt Dr. Thomas E. Shown Mr. and Mrs. Paul Sinal Mr. Willis Slane and Dr. Caroline Chiles Mr. and Mrs. Archie Smith
Mr. and Mrs. Clifford W. Perry, Jr. Mrs. Clifford W. Perry
Mr. and Mrs. Richard G. Smith, Jr. Mr. F. Conard Snyder Dr. and Mrs. John K. Southard, Jr. Ms. Ann Lewallen Spencer
Mr. and Mrs. Tony Petree
Mr. and Mrs. James Spencer
Mr. and Mrs. L. Gordon Pfefferkorn, Jr.
Randall and Claire Tuttle Mr. and Mrs. Harry B. Underwood, II Ms. Margaret M. Urquhart Mrs. Deborah H. Vaughan Bob and Carolyn Vaughn Tricia Vaughn Dr. and Mrs. Ramon Velez Forrest M. Vogler Ms. Sheila H. Vogler Mr. and Mrs. Michael B. Wall Mr. and Mrs. Hans W. Wanders Mr. and Mrs. John F. Ward Mr. and Mrs. Joseph Washington Mr. and Mrs. Philip R. S. Waugh, Jr. Mr. and Mrs. Arthur G. Weber Dr. Glenda Weber and Mr. Wayne Weber Mr. and Mrs. Scott F. Wierman Mr. and Mrs. Paul M. Wiles Mr. and Mrs. Joseph Wilhem Mr. and Mrs. A. Tab Williams, Jr. Mr. and Mrs. Arthur T. Williams, III Ms. Cynthia A. Williams Mr. and Mrs. Stephen T. Williams Mr. and Mrs. Frank Willingham Mr. and Mrs. John W. Willingham Mr. and Mrs. J.D. Wilson, Jr. Mr. R. M. Wilson
Mrs. William O. Spencer III
Ms. Betty S. Winslow
Mr. and Mrs. Scott F. Sternberg
Mr. and Mrs. Steve Wohlford
Edward E. and Jean Jennings Stivers
Mr. and Mrs. Harry H. Wolfe
Mr. and Mrs. Richard Stockton
Dr. and Mrs. John R. Wolfe
Mrs. Clifton E. Pleasants
Mr. and Mrs. Thomas J. Stopyra
Rochelle Wolfe
Dr. Michael J. Pollak
Mr. and Mrs. Richard L. Sullivan
Mr. Ralph H. Womble
Mr. Richard E. Pope
Mr. and Mrs. John J. Sutton, Jr.
Mr. and Mrs. William F. Womble
Mr. and Mrs. Billy D. Prim
Dr. and Mrs. Charles V. Taft
Mr. and Mrs. H. C. Woodall, Jr.
Mr. Grady R. Pulliam III
Dr. and Mrs. David H. Tate
Mrs. Roma Lee Woosley
Mr. and Mrs. Cliff Purcell
Mr. and Mrs. John A. Taylor
Dr. and Mrs. Richard C. Worf
Mr. and Mrs. Robert L. Quick
Mrs. Margaret Taylor
Mr. and Mrs. Hal G. Worley
Mr. and Mrs. H. Chris Ramm
Mr. Jesse C. Temple
Bryan and JoAnn Yates
Mr. and Mrs. James E. Messick, Jr.
Mr. and Mrs. James K. Reaves, Jr.
Dr. and Mrs. John B. R. Thomas
Mr. and Mrs. Karl F. Yena
Ms. Susan Kerner Hoeg
Dr. and Mrs. Henry S. Miller, Jr.
Mr. and Mrs. Harry Reavis
Ms. M. Louise Thomas
Dr. and Mrs. Douglas M. Young
Mr. and Mrs. Truman T. Kiger
Mrs. Barbara B. Millhouse
Mr. and Mrs. Patrick Riazzi
Mr. and Mrs. Stephen A. Thornton
Mr. and Mrs. Yasser Youssef
Ms. Earline heath King
Mr. and Mrs. Neal Millsaps
Dr. and Mrs. David G. Rice
Mr. and Mrs. F. Nelson Tomlinson, Jr.
Mr. and Mrs. Jessie M. King
Mr. Richard G. Mock
Mr. and Mrs. Thomas B. Rice, III
Dr. and Mrs. James F. Toole
Mr. and Mrs. C. Edward Pleasants, Jr.
the winston-salem foundation annual report
Funds and dOnORs [50–51]
Funds and dOnORs
2009 Donors THE FOllOwing TwO PagEs COnTain THE naMEs of those who made gifts to the Community Fund and Book of Memory in 2009. To review a list of
2009 donors to other named funds, please visit our Web site at www.wsfoundation.org. Both the Foundation and the community are grateful for all of these gifts—from the smallest to the largest. Collectively these contributions reflect that the Foundation’s mission—to invest in our community by making philanthropy and its benefits available to all—is alive and well.
dOnORs TO THE COMMuniTY Fund and BOOK OF MEMORY Gifts to the Community Fund and Book of Memory allow the Foundation to address the community’s best funding opportunities and most urgent needs through Community Grants. Contributions are listed alphabetically within the following designations: Visionaries, gifts of $5,000 or more; Benefactors, gifts between $2,500 and $4,999; Advocates, gifts between $1,000 and $2,499; Supporters, gifts between $500 and $999; and Philanthropists, gifts up to $500.
VisiOnaRiEs ~ $5,000 OR MORE
BEnEFaCTORs ~ $2,500 - $4,999
Mr. and Mrs. Frank M. Bell, Jr.
Mr. Noel Lee Dunn
Mr. and Mrs. J. Scott Cramer
Mr. and Mrs. John A. Taylor
Mr. Charles R. Hemrick/Mrs. Norma Charles Sink
Mr. and Mrs. Paul M. Wiles
The Senah C. & C. A. Kent Foundation Mrs. Calder W. Womble
adVOCaTEs ~ $1,000 - $2,499 Dr. and Mrs. Elms L. Allen
Mr. and Mrs. George M. Cleland
Mr. Kenneth A. Johnson
Mr. John V. Pappas
The Strickland Family Foundation
Mr. and Mrs. Robert F. Armfield
Mr. and Mrs. Dale E. Driscoll
Mr. and Mrs. William B. Kay, Jr.
Mr. and Mrs. F. Nelson Tomlinson, Jr.
Mrs. Amy P. Barnhardt
Mr. Frank E. Driscoll
Mr. and Mrs. Stanhope A. Kelly
Mr. and Mrs. L. Gordon Pfefferkorn, Jr.
Mr. William G. Benton
Mr. and Mrs. Victor I. Flow, Jr.
Mr. and Mrs. Gerald H. Long
Mr. and Mrs. Stephen F. Phelps
Mr. and Mrs. J. D. Wilson, Jr.
Mr. and Mrs. Henry M. Booke
Glenn Family Foundation
Mr. and Mrs. Frank K. Lord, III
Piedmont Natural Gas Foundation
Mr. William T. Wilson, III
Mr. Sam L. Booke, Jr.
Ms. Jane Goodson Mr. and Mrs. Thomas O. Goodson
Mr. Graydon Pleasants and Ms. Margaret Scales
Mr. William F. Womble
Mr. and Mrs. John W. Burress, III
Grover C. and Jane C. McNair Charitable Foundation Trust
Dr. and Mrs. Kenneth Carlson
Ms. Judith B. Halverson
Mr. and Mrs. John G. Medlin, Jr.
Mr. and Mrs. Andrew J. Schindler
Mr. and Mrs. F. Hudnall Christopher, Jr.
Mr. and Mrs. Charles H. Hauser
Mercedes Benz of the Triad
Ms. Ann Lewallen Spencer
Mr. and Mrs. Richard D. Hensel
Mr. and Mrs. Lucian H. Neal
Ms. Nancy S. Spencer
Ms. Susan B. Wall
Mr. and Mrs. William F. Womble, Jr.
suPPORTERs ~ $500 - $999 Mr. and Mrs. Thomas R. Adams
Mrs. Elaine D. Dowdell
Mr. and Mrs. James G. Hanes, III
Ms. Katherine W. Otterbourg
Swann McBride Properties LLC
Mr. and Mrs. Anthony Baker
Mr. and Mrs. Graham P. Dozier, III
Dr. and Mrs. Robert Holmes
Dr. Melody C. Pierce
Tom Davis Fund
Mr. and Mrs. Bert L. Bennett, Jr.
Mr. and Mrs. James E. Gay, III
Mr. and Mrs. G. Dudley Humphrey
Mr. Clay V. Ring, Jr.
Mr. and Mrs. Hans W. Wanders
Mr. and Mrs. Graham F. Bennett
Mr. and Mrs. Robert J. Gfeller, Jr.
Mr. John W. Hunt
Mr. and Mrs. Ed Robins
Mr. and Mrs. Arthur G. Weber
Mr. M. Campbell Cawood
Mr. Tom Gibbs
Mr. and Mrs. George C. Lautemann
Mr. and Mrs. Richard O. Rogers, III
Mr. and Mrs. John W. Willingham
Mr. and Mrs. Ronald J. Clein
Mr. and Mrs. William B. Gibson
Mr. and Mrs. W. Randolph Loftis, Jr.
Mr. and Mrs. W. P. Sandridge, Jr.
Mr. and Mrs. H. Vernon Winters
Mr. and Mrs. Richard N. Davis
Greater Winston Salem Chamber of Commerce
Ms. Deborah S. Marshall
Mr. W. David Shannon
Mrs. Anthony M. Masich, Jr.
Mr. Willis Slane and Dr. Caroline Chiles
Mr. and Mrs. Thomas S. Douglas, III
PHilanTHROPisTs ~ uP TO $500 Dr. Jon Abramson and Dr. Cynthia Lees
Dr. and Mrs. John W. Denham
Mrs. Frances R. Huber
Ms. Marjorie Northup
Mr. and Mrs. Eugene Stewart, Jr.
Mr. and Mrs. John Albertini
Mr. and Mrs. Douglas Dillard
Mr. Robert C. Huber
Mr. and Mrs. Buddy Norwood
Mr. and Mrs. Richard Stockton
Mr. and Mrs. Robert Dinning
Mrs. Jacqueline S. Hunt
Ogburn Properties, LLC
Mr. Henry B. Stokes
Mr. and Mrs. Charles G. Duckett
Dr. and Mrs. Ronald I. Hutton
Mr. and Mrs. Sam Ogburn, Jr.
Ms. Kathryn K. Streng
Mr. and Mrs. Carl A. Dull, Jr.
Mr. and Mrs. James M. Iseman, Jr.
Dr. Carol Strohecker
Ms. Nancy Dunn
Dr. and Mrs. Ali Jarrahi
Old Town Club Ladies’ Golf Association
Mr. and Mrs. Robert L. Edwards
Mr. and Mrs. Gordon W. Jenkins
Mrs. Elizabeth D. Orr
Mrs. William C. Thacker
Edy Hurdle Consulting, Inc.
Mr. John C. Jessup
Mr. and Mrs. Barry Eisenberg
Ms. Molly Johnson
Dr. and Mrs. William Elesha
Mrs. Catherine M. Jones
Ms. Alice M. Foster Ficken
Mr. and Mrs. Douglas S. Jones
Flowers Foods, Inc.
Dr. and Mrs. F. Whitney Jones
Mrs. William H. Freeman
Mr. Thomas J. Keith
Ms. Cici Fulton
Ms. Sherry A. Kellett
Mr. John K. Gallaher
Dr. and Mrs. David L. Kelly, Jr.
Mr. and Mrs. James E. Gay, III
Mr. and Mrs. James W. Kluttz
Mrs. S. Bailey Glenn, Jr.
Mr. George H. Knostman
Mr. William A. Goodson, Jr.
Mr. and Mrs. William A. Knott
Mr. and Mrs. William A. Goodson, III
Mr. and Mrs. David G. Koehler
Mr. David Grady
Dr. W. A. Lambeth, Jr.
Judge and Mrs. William Graham, Jr.
Mr. and Mrs. Robert H. Lassiter
Mr. and Mrs. William T. Graham
Mr. John H. Loughridge, Jr.
Ms. Jennifer E. Grosswald
Ms. Debbie Mason
Dr. and Mrs. Paul P. Gwyn
Dr. James A. McCool
Mrs. Martha H. Butner
Mr. Jonathan D. Halsey
Mr. and Mrs. Donald W. Memory
Ms. Elizabeth Carlyle Byerly
Mr. and Mrs. James A. Hancock, Jr.
Mrs. Mary Irving Campbell
Mr. and Mrs. John Harrison
Mr. Coy C. Carpenter, Jr.
Mr. and Mrs. Dennis G. Hatchell
Ms. Jo Ellen Carson
Mr. and Mrs. Joseph C. Hedgpeth, II
Mr. Terry Clark
Mr. M. N. Hennessee
Ms. Judy Dobbs Condlin
Ms. Martha M. Higginbotham
Mr. and Mrs. William Cook
Dr. and Mrs. Edward G. Hill, Jr.
Mr. and Mrs. David L. Cotterill
Anonymous Mr. and Mrs. John Appel Dr. and Mrs. Philip R. Aronson Mr. and Mrs. Charles S. Baldwin, III Bank of America Foundation Mr. Carl A. Barkley, Jr. Mr. and Mrs. H. Grady Barnhill, Jr. Mr. Marshall B Bass Mr. and Mrs. G. Thomas Battle Mr. and Mrs. Kirk Beaudin Mr. and Mrs. R. Gordon Bingham Dr. and Mrs. F. A. Blount Ms. Hedda Boker Ms. Hermina Borgerink Mr. and Mrs. Edwin E. Bouldin, Jr. Dr. and Mrs. Edwyn T. Bowen, Jr. Mr. and Mrs. John B. Brady Mrs. Betty Brantley Mr. H. Michael Britt Mr. and Mrs. Rodney C. Brown Dr. and Mrs. Vardaman M. Buckalew, Jr.
Ms. Marilyn A. Parker Mr. and Mrs. Charles C. Patton Mrs. Lucy F. Peebles Mr. and Mrs. Clifford W. Perry, Jr. Mrs. Clifford W. Perry Mrs. Helen S. Peterson Ms. Susan Pfefferkorn Ms. Josephine O. Phillips Mr. and Mrs. C. Edward Pleasants, Jr. Dr. and Mrs. Harold C. Pollard Mr. and Mrs. William G. Pritchard, Jr. Mr. and Mrs. Cliff Purcell Ms. Donna G. Rader Mr. and Mrs. Emery L. Rann, III RAPPERS Book Club Ms. Linda Rhyne and Mr. Paul Williams
Mr. and Mrs. Danny J. Mendenhall Dr. and Mrs. J. Wayne Meredith Dr. and Mrs. Henry S. Miller, Jr. Ms. Jane Milner Mineral Springs A+ Dancers Booster Club
Mrs. M. Stewart Robertson, Jr. Mr. and Mrs. Edwin M. Robins Ms. Daisy Rodriguez Drs. Walter and Mary Roufail Dr. and Mrs. Wilson G. Russell Mr. and Mrs. J. Robert Sanders, Jr. Mr. and Mrs. William Shaw
Ms. Linda Moore
Mr. and Mrs. Kenneth N. Sisk Mr. and Mrs. J. Todd Slate
Mrs. Cynthia P. Hine
Mr. and Mrs. Kenneth F. Mountcastle, Jr.
Mrs. Brant R. Snavely, Jr.
Ms. Jacqueline H. Crawley
Mr. and Mrs. Jimmie C. Hines
Mrs. Elaine Muir
Mrs. Robert B. Sosnik
Mr. and Mrs. O. Roane Cross, Jr.
Dr. David R. Hinkle
Mr. and Mrs. Edward T. Mulvey, Jr.
Mr. and Mrs. Frederick P. Spach
Mr. and Mrs. Marcus B. Crotts
Eric and Martha Hoekstra
Mr. and Mrs. Thomas C. Munden
Mr. and Mrs. R. Arthur Spaugh
Mr. and Mrs. Richard M. Crowder, Jr.
Mrs. William F. Hohman
Ms. Edie Murphy
Mrs. John A. Spencer
Mr. Kerry G. Crutchfield
Mr. and Mrs. Benjamin I. Holcomb
Mr. and Mrs. William R. Myers
Ms. Susan R. Spencer
Mr. Charles M. Davis, Jr.
Mr. and Mrs. Robert A. Hoover
Mr. and Mrs. Robert F. Naas
St. Paul’s Episcopal Church
Mr. Gilbert T. Davis, Jr.
Mrs. E. R. Howard
Dr. and Mrs. Lewis H. Nelson, III
Mr. and Mrs. Richard W. Starbuck
Mr. and Mrs. John W. Davis, III
Mrs. Julius A. Howell
Network for Good
Mr. and Mrs. William P. Steele
the winston-salem foundation annual report
Mrs. Lois H. Stuart Mr. and Mrs. Mark K. Tonnesen Dr. and Mrs. James F. Toole Ms. Elizabeth C. Treadway Mr. and Mrs. Erling S. Tronnes Mrs. Dorothy J. Trotman Mrs. Charles F. Vance, Jr. Mr. and Mrs. Robert C. Vaughn, Jr. Mr. and Mrs. Robert H. Vaughn, Sr. Mr. and Mrs. Stuart F. Vaughn Mr. and Mrs. Richard F. Wagner Walnut Cove Colored School Mr. Robert Weidman Ms. Colleen R. Weiss Mrs. Martha Wellman Mr. and Mrs. P. Everett Wells, III Mr. and Mrs. David C. Wesson Mr. and Mrs. Robert A. West Mrs. Robert P. Whaling Mr. and Mrs. Harden B. Wheeler, Jr. Mr. and Mrs. Scott F. Wierman J. Tracy Wilkerson and Barbara M. Wilkerson Mr. J. Lanier Williams Dr. and Mrs. S. Clay Williams, Jr. Mr. and Mrs. John G. Williard Mr. and Mrs. Ben S. Willis, Jr. Mr. John G. Wolfe, III Womble Carlyle Sandridge & Rice Mr. and Mrs. Hal G. Worley Mr. James E. Yarbrough, Jr. Mr. Ralph W. Yokeley
Funds and dOnORs [52–53]
OVERViEw
Financial Overview COMBinEd sTaTEMEnTs OF assETs, liaBiliTiEs, and nET assETs (MOdiFiEd CasH Basis) dEC. 31, 2009 and 2008 ASSETS Cash and cash equivalents
2009
2008
$12,474,288
$9,419,642
171,170,824
143,316,861
993,819
934,240
Certificates of deposit Securities
763,502
RECEIVABLES: Student loans Notes
30,033
130,033
15,848,930
13,943,287
Assets held in trust real estate
4,558,212
4,558,212
Building, improvements and equipment
1,039,592
986,175
38,138,577
36,329,318
Investment in partnerships
Split interest assets held in trust (Note 1) Other assets TOTAL ASSETS
670,712
538,117
$244,924,987
$210,919,387
LIABILITIES AND NET ASSETS LIABILITIES: Amounts withheld from employees Agency deposits Split interest assets held in trust (Note 1) Total liabilities
$8,372
$7,995
17,395,541
12,459,585
38,138,577
36,329,318
55,542,490
48,796,898
UNRESTRICTED NET ASSETS: Discretionary
24,276,258
21,029,725
Field of interest
23,559,781
19,889,935
Scholarship
14,323,064
12,155,445
Student loan
1,525,896
1,668,417
Donor advised
71,872,727
65,163,669
Donor designated
49,378,493
38,129,019
Real estate
4,566,791
4,616,877
Administrative
(120,513)
(530,598)
189,382,497
162,122,489
$244,924,987
$210,919,387
Total net assets COMMITMENTS (Note 2) TOTAL LIABILITIES AND NET ASSETS
Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $26,835,426 and $25,015,055 as of December 31, 2009 and 2008, respectively. Note 2: Unpaid grant commitments from endowed funds approved by The Winston Salem Foundation Committee amounted to $1,759,755 and $1,845,828 at December 31, 2009 and 2008, respectively.
[ 5 4 – 5 5 ] OVERViEw
the winston-salem foundation annual report
COMBinEd sTaTEMEnTs OF RECEiPTs, disBuRsEMEnTs, and CHangEs in nET assETs (MOdiFiEd CasH Basis) YEaRs EndEd dEC. 31, 2009 and 2008 chANgE IN NET ASSETS
2009
2008
$17,143,146
$13,289,189
3,752,475
6,482,999
87,243
100,565
RECEIPTS: Donations and bequests Interest, dividends, and other investment income Fees assessed on agency deposits Other receipts
205,145
15,619
Total receipts
21,188,009
19,888,372
Grants
17,098,233
23,826,352
Executive office operations
2,436,620
2,686,853
546,433
660,950
DISBURSEMENTS:
Trustee banks’ and investment management fees Brokerage fees
22,632
27,722
Other disbursements
246,902
228,274
Total disbursements
20,350,820
27,430,151
837,189
(7,541,779)
RECEIPTS OVER (UNDER) DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS (LOSSES) NET REALIZED AND UNREALIZED GAINS (LOSSES)
26,422,819
(59,397,024)
INCREASE (DECREASE) IN NET ASSETS
27,260,008
(66,938,803)
NET ASSETS BEgINNINg Of yEAr END Of yEAr
162,122,489
229,061,292
$189,382,497
$162,122,489
These financials represent information for The Winston Salem Foundation only and do not include the consolidation of two supporting organizations, The Millennium Fund and Partners for Homeownership, Inc. If you would like a complete copy of the 2009 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at (336) 725 2382, e mail your request to todd.slate@wsfoundation.org, or visit our Web site at www.wsfoundation.org.
OVeRVIew
the winston-salem foundation committee THe cOMMuNITy fOuNdATION cONcePT that Colonel Francis Fries brought to Winston-Salem in 1919 included a critical role for community leaders.
The Foundation is fortunate to have an extraordinarily dedicated and generous group of community volunteers on its Foundation Committee, which is the primary governing body of the organization, as well as on its supporting committees, which are listed on the following page.
PAul M. wIles
kAy lORd
JOHN w. BuRRess
PeGGy cARTeR
chairman
Vice chairman
treasurer
secretary
President and Chief Executive Officer Novant Health
Retired Executive Director and Chief Executive Officer Habitat for Humanity of Forsyth County
Retired President J.W. Burress, Inc.
Vice President Forsyth Medical Center Foundation
sIMPsON “skIP” O. BROwN, JR.
ReNce cAllAHAN
ROBBIe cHANdleR
President – Triad Region First Community Bank
Vice President and Treasurer Walter Robbs Callahan & Pierce Architects
Sales Manager Merrill Lynch & Company
lyNN BReNNeR eIseNBeRG
ROBeRT e. GReeNe
J. ANdRews HANcOck
Community Volunteer
Senior Executive Vice President and Manager of Administration Services BB&T
President Frank L. Blum Construction Company
TOMMy HIckMAN
JANeT P. wHeeleR
RAlPH HANes wOMBle
Senior Vice President – Operations R. J. Reynolds Tobacco Company
Retired Vice President R. J. Reynolds Tobacco Company
Retired Chief Executive Officer Hanes Companies
Supporting Committees 2010 Asset Development Committee
Deborah S. Marshall, Chair
Susan W. Mann
Napoleon Richardson
J. David Branch
Ward Miller
Kim Stogner
Dale E. Driscoll
Timothy R. Moore
Michael Trawick
Michael J. Fisher
C. Edward Pleasants, Jr.
Randall Tuttle
Gordon W. Jenkins
James K. Reaves, Jr.
Robert C. Vaughn, Jr.
Susan G. King
Anna Reilly
Philip R. S. Waugh
2010 Student Aid Committee
Elizabeth Bradshaw
Gwen Hill
Larry Stephenson
John Candillo
Lamar Joyner
Jane Suitt
Gwenn Clements
Barbara Masi
Linda Tilley
Ernie Copenhaver
Carolyn Matthews
Paula Turner
Lindy Ellis
George McLendon
Becki VanderKlok
James Gallaher
Richard Mock
Teresa White
Philip Grande
Janet Mullins
Malashai Woodbury
Carolyn Gray
Patricia Norris
Karl Yena
Eddie Hernandez
Daisy Rodriguez
Nancy Young
The Women’s Fund of Winston-Salem 2010 Board of Directors
Michelle Cook, Chair
Sarah Holthouser
Lisa Purcell
Allison Brashear, MD
Mary Jamis
Margaret Scales
Susan Campbell
Martha Logemann
Claudia Zorn Schaefer
Tonya Deem
Holly Marion
Lelia Vickers
Lynn Brenner Eisenberg
Jane Martin
Janie Wilson
Sharee Fowler
Chevara Orrin
Black Philanthropy initiative 2010 Advisory Committee
Rev. Donald Jenkins, Chair
Paula McCoy
Greg Brewer
Corena Norris-McCluney
Tony Burton
Napoleon Richardson, Jr.
Florence Corpening
Lydell Thompson
RaVonda Dalton-Rann
Shannon Thompson
Lynn Fuller-Andrews
Janet Wheeler
Chris Leak
Youth Grantmakers in Action 2009-2010 Participants
Jamilla Benton
Ying Lin
Kate Cavenaugh
De’Gary Martin-Hargrave
Samantha Creasy
Margaret Patterson
Widnelia Garcia
Ana Rice
Tommy Healy
Dalylah Rogers
Chelsea Hosch
Jessica Terry
Matt Humphries
Dezquan Wilkins
Tiara Jones
Claire Wilson
MacKenzie Kiger
Carly Wolberg
Amy Kosloske
the winston-salem foundation annual report
O v e rvi e w [ 5 6 – 5 7 ]
OVeRVIew
foundation staff OPeRATIONs/suPPORT
Scott F. Wierman — President Lisa P. Purcell — Executive Vice President Cici Fulton — Director, Marketing and Communications David Gore — Director, Information Systems and Technology Christina Perrin — Receptionist Leila Warren — Executive Assistant Todd Slate — Vice President, Finance and Administration Betty Johnson — Financial Assistant Carolyn McBride — Grants Processor Mary Jo Morgan — Accounting Associate Dee Smitherman — Comptroller cOMMuNITy INVesTMeNT
Michael Clements — Vice President, Community Investment Edna Barker — Administrative Assistant, Student Aid Betty Gray Davis — Senior Program Officer Robin Burr DeVane — Grants Manager Kay Dillon — Director, Student Aid Andrea Falden — Program Officer Sandra Fishel-Booth — Program Officer Brittney Gaspari — Director, Grants Tari Hanneman — Director, Women’s Fund PHIlANTHROPIc seRVIces
Annette Lynch — Vice President, Philanthropic Services Jonathan Halsey — Donor Services Officer Jo Ann Kyslinger — Gifts Processor Marisa Ray — Development Officer Ann Tillett — Administrative Assistant, Philanthropic Services
Seated (from left) – Michael Clements, Scott Wierman, Leila Warren First row – Andrea Falden, Cici Fulton, Betty Gray Davis, Marisa Ray, Christina Perrin, Betty Johnson, Mary Jo Morgan, Lisa Purcell, Annette Lynch, Todd Slate Second row – Ann Tillett, Robin Burr DeVane, Kay Dillon, Edna Barker Third row – Brittney Gaspari, Dee Smitherman, Tari Hanneman, Jo Ann Kyslinger, David Gore Fourth row – Carolyn McBride, Sandra Fishel-Booth, Jonathan Halsey
design: M creative | Photography: christine rucker | Printing: Hutchison allgood | story writing: Kathy norcross watts The inside pages of this annual report contain fiber sourced from well managed forests.
[ 5 8 ] OVeRVIew
the winston-salem foundation annual report
Confirmed in Compliance with National Standards for U.S. Community Foundations
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The Winston-Salem Foundation is committed to providing guidance, strategy, and organizational resources to purposeful individuals and organizations in our community, keeping our shared values constructively in motion—forever and for all.
860 West Fifth Street Winston-Salem, NC 27101-2506 Telephone (336) 725-2382 Toll-free (866) 227-1209 Fax (336) 727-0581 www.wsfoundation.org