ILLUMINATING
THE FUTURE
TH E W I N S TO N- S A L E M F O U NDATI ON 2013 REPORT TO THE COMMUNITY | 2012 ANNUAL REPORT
cover: THE HERITAGE BRIDGE AT OLD SALEM The Winston-Salem Foundation has a long history of support for Old Salem Museums & Gardens, our community’s historic gem. In 2013, Old Salem received a Community Grant of $80,000 for its On Common Ground capital campaign.
ILLUMINATING THE FUTURE
WHERE GENEROSITY SHINES, anything is possible.
Not guaranteed, not a foregone conclusion, but possible. Great things always begin with an enlightened vision — a willingness to imagine with enthusiasm, to plan with passion and go forward with purpose.
This is human aspiration at its best — the gleaming desire to make tomorrow better than today. From here it takes hard work, the ability to judge and adapt, a determination to see with honesty and proceed with integrity.
The Winston-Salem Foundation is proud to serve this community’s most visionary individuals and organizations in their radiant efforts to improve the future for us all. Fostering programs for improved health. Building stronger neighborhoods. Educating young people. Celebrating the arts, shared traditions, and enlightenment through diverse cultural experiences.
And supporting community initiatives, alliances, and missions. The impact of this work cannot be overestimated. It illuminates the way as we strive to become the very best community we can be. Because tomorrow is coming, and there is always more work to be done.
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YEA R IN R EVIEW ILLUMIN ATIN G THE F UTURE
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G R AN TS
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FUN D S A N D D ONO RS
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FIN A N CIA L OVE RVI E W
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FOU N D A TION C O M M I TTE E S
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STA FF
MISSION:
OUR
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
W
E HOPE THIS 2013 REPORT TO THE COMMUNITY illuminates for you the positive future that lies ahead of us by highlighting events, initiatives, and stories that reflect the Foundation’s values of generosity, inclusion, integrity, and excellence. This publication also serves as our 2012 annual report, which reflects a very productive year indeed. We made over $20.2 million in charitable grants — more than $2.1 million of which were directed in Community Grants to address evolving local opportunities. During the past school year, we helped 587 local students achieve their dreams of higher education through over $1.2 million in scholarships and loans. We also provided independent, objective, and visionary community leadership by convening partners, resources, and ideas to create positive change in Winston-Salem. At the end of 2012, your community foundation, which was established with an initial donation of $1,000 in 1919, had grown its assets to almost $310 million, ranking it as the 45th largest of over 700 community foundations in the U.S. The Foundation is in the early phases of implementing a new strategic plan designed to guide us toward our 100th anniversary in 2019. We look forward to sharing more information with you as we illuminate the way forward — ensuring this organization’s stability, growth, and impact in this special community we call home.
J. ANDREWS HANCOCK
SCOTT F. WIERMAN
Chair The Winston-Salem Foundation Committee
President The Winston-Salem Foundation
TO THE COMMUNITY
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COMMUNITY LUNCHEON
O
VER 1,040 COMMUNITY MEMBERS gathered on May 1 at the
Benton Convention Center for the 2013 Community Luncheon. The luncheon kicked off with a rousing performance by the Salvation Army drumline, part of The Salvation Army’s Academy of Music and Arts. Keynote speaker Dr. Jim Johnson, the William R. Kenan, Jr. Distinguished Professor of Strategy and Entrepreneurship at UNC’s Kenan-Flagler Business School, shared with the audience both entertaining and educational insights on six “disruptive” demographic trends, their far-reaching implications for our community, and ideas for leveraging them into a future economic advantage. His disruptive demographics are “The Browning of America;” “The Silver Tsunami is About to Hit;” “The South Has Risen — Again;” “Marrying Out is In;”
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“The End of Men?;” and “Cooling Waters from Grandma’s Well — and Grandpa’s, Too!” During the program, Karl F. Yena was presented with the 2013 Winston-Salem Foundation Award and four 2013 ECHO Award recipients were announced, including Aaron Bachelder; Marcus Hill and Salem Neff of Chaos Cooking; The Hispanic League; and the Reap More Than You Sow Community Gardening Initiative. Many thanks to our 80 generous table sponsors who signed on to be Community Investors, Community Builders, and Community Supporters — their support allowed the Foundation to provide greater community access to the Luncheon, which is always our goal. Mark your calendars for next year’s Community Luncheon on Wednesday, May 7, 2014!
WSF Award recipient Karl Yena
Keynote speaker Dr. Jim Johnson
Salvation Army drumline performs
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AWARDS
THE WINSTON-SALEM FOUNDATION AWARD
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HE WINSTON-SALEM FOUNDATION AWARD, the
Foundation’s highest honor, is given to individuals who demonstrate the Foundation’s values of generosity, excellence, inclusion, and integrity along with visionary leadership in a community activity or on behalf of a community organization. At the May Community Luncheon, the 2013 Winston-Salem Foundation Award was presented to Karl F. Yena. After retiring from R.J. Reynolds in 1997, Karl has worked practically full time as a volunteer for nonprofits and strategic initiatives across the community. He works annually with more than 90 local and
recommending, applauding, or cajoling others to participate, or to expand their involvement. Karl has provided assistance to a wide range of nonprofits in areas from education, health, and human services, to churches and civic organizations. His extensive expertise includes, but is not limited to, strategic planning, board development, staff development, and serving as a mediator and facilitator. This award is selected by a committee comprised of members of various Foundation committees as well as the community-at-large. With this very well-deserved recognition comes a $10,000 Foundation grant that Karl has designated locally to Leadership Winston-Salem, Second Harvest Food Bank of Northwest North Carolina, and the Shepherd’s Center of Greater Winston-Salem.
THE ECHO AWARDS
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Karl Yena (center) with Foundation Committee Chair Drew Hancock and Foundation President Scott Wierman
regional nonprofits, and he has never hesitated to step up and generously donate his time and expertise to help nonprofit organizations and their boards operate more effectively. He has supported a multitude of nonprofits as an active member or as a “connector” — joining, [6] YEAR IN REVIEW
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HE ECHO AWARDS, established in 2001, honor individuals and
groups who are connecting and building trust in our community. ECHO Award recipients have created bridging social capital by building relationships among diverse people, thus contributing to a safer, stronger, and more inclusive community. The 2013 ECHO Awards were jointly presented by the Foundation and the ECHO Network at the May Community Luncheon. Congratulations to award recipients Aaron Bachelder; Marcus Hill and Salem Neff of Chaos Cooking; The Hispanic League; and the Reap More Than You Sow Community Gardening Initiative for uniquely connecting people and building trust — and for making our community a better place for all. The ECHO Awards are selected by a committee representing the Foundation, the ECHO Network, and the community-at-large. Each recipient receives $1,000 to grant to a nonprofit organization of their choice. For more information on social capital-building in our community, visit www.echonetwork.org.
2013 ECHO AWARD RECIPIENTS Marcus Hill and Salem Neff of Chaos Cooking This experiment in cooking and community brings together diverse people who share interests in food culture. www.facebook.com/ chaoscookingws
Aaron Bachelder The Enrichment Center Percussion Ensemble, directed by Aaron, performs in the community, increasing inclusion and acceptance of adults with developmental disabilities. www.facebook.com/TheECPE
The Hispanic League The League breaks down misconceptions about our Hispanic/Latino population, while facilitating inclusion, education, and health through events, collaborations, and scholarships. www.hispanicleague.org
2013 ECHO Award Recipients
Reap More Than You Sow Community Gardening Initiative This initiative has grown to 22 community gardens, bridging age, race, and cultural differences, while producing fresh produce to keep and to donate to local food banks. www.reapmore.org
(l-r) Drew Hancock; 2013 ECHO Award recipients Marcus Hill and Salem Neff of Chaos Cooking; Wallace Williamson of Reap More Than You Sow Community Gardening Initiative; Aaron Bachelder; Mari Jo Turner of The Hispanic League; Natasha Gore, ECHO Network Executive Director; and Scott Wierman. www.wsfoundation.org/echoawards
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LEGACY SOCIETY DINNER
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N NOVEMBER 2012, over 200 members of the Foundation’s Legacy
Society gathered to celebrate a legacy of philanthropy at a festive dinner at Wake Forest Biotech Place in downtown Winston-Salem. Attendees were welcomed to the striking state-of-the-art facility by the new president of Piedmont Triad Research Park, Dr. Eric Tomlinson. The evening included conversation, dinner, and Foundation highlights, as well as remarks from representatives of, and participants in, two programs that are past Community Grant recipients. Representatives from Sunnyside Ministry and Prodigals Community provided moving insights into how Community Grants are helping their organizations make a life-changing difference in the lives of community members in crisis. The Legacy Society honors generous individuals and couples who have established permanent endowments within their lifetimes or who have made similar provisions through charitable bequests or other planned gifts. Their generosity contributes to the quality of life in our community, both now and well into the future.
Willis Slane and Dr. Caroline Chiles
Hilda and Truman Kiger
John Burress
Legacy Society members enjoy the ambiance of the Biotech Place atrium
Dr. Ramon Velez and Sonia Velez
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SCHOLARSHIP CELEBRATION
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WONDERFUL CROWD of students and donors gathered at Winston-
Salem State University in July 2013 to honor 2013-2014 Foundation scholarship recipients and the donors who made their scholarships possible. The breakfast also celebrated the fourth consecutive year in which over $1 million in student aid was granted by the Foundation. The program included a special welcome from Winston-Salem State University’s Chief Financial Officer, Gerald Hunter. Speakers also included Cheryle Belo, a former guidance director and a member of the Foundation’s Student Aid Committee and Peter Mitchell of Woodbine Agency, which established the Woodbine Big Dreams Scholarship in 2011 to support the next generation of creative thinkers, writers, and commercial artists in our community. Also on hand to speak was Sarah Rierson, a 2012 Big Dreams Scholarship recipient and a rising sophomore at UNC-Chapel Hill who interned for Woodbine during the summer months.
Students Kayla Blevins, Mariana Abou-Rizk, Colin Kent, and Denzel Dejournette
Speakers Gerald Hunter and Sarah Rierson with Foundation President Scott Wierman and scholarship recipients Josephus Mitchell, Samantha Simpson, and Tyler Greene
Program speakers: Peter Mitchell of Woodbine Agency; Cheryle Belo of WSF Student Aid Committee; Michael Clements of WSF; scholarship recipient Sarah Rierson; and Marisa Ray of WSF
Billy Prim poses with recipients of the Dean Prim Scholarship, which includes summer travel to China
The crowd enjoys the breakfast at Winston-Salem State University’s Anderson Center
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BROADENING
PHILANTHROPY
BLACK PHILANTHROPY INITIATIVE
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HE BLACK PHILANTHROPY INITIATIVE (BPI) builds philan-
thropic relationships in the African-American community through education and engagement. BPI supports issues that impact the black community, with a special focus on education, financial literacy, and parenting and life skills training. In October 2012, BPI hosted a networking social and fundraiser at the Spring House Restaurant Kitchen & Bar. In attendance were over 150 community members who learned more about the community impact that BPI has made by hearing directly from past grantees, including Winston-Salem State University’s GEMS program, as well as from the News Worthy program at Kimberley Park Elementary School. In February 2013, BPI announced four grants for financial literacy totaling $20,000. Grant recipients, each receiving $5,000, included Experiment in Self-Reliance, Family Services, United Metropolitan Ministries, and Work Family Resource Center.
A young program participant shares her thoughts on the GEMS program offered by Winston-Salem State University.
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WSF Committee member Kay Lord enjoys the October BPI event with Patrice Toney and Twana Roebuck.
BPI’s 2013 chair Shannon Thompson noted, “BPI is proud to announce its financial literacy grant recipients. An African-American community that is financially fit retains resources, attracts key people, and spawns innovation.” In March 2013, BPI was also honored as “2012 Organization of the Year” at The Chronicle’s 28th annual Community Service Awards banquet. BPI was honored “for illuminating the power and beauty of giving.” Over the course of the past five years, the Black Philanthropy Initiative has provided over $100,000 in program grants to local nonprofits. For more information on BPI, go to the “Community Leadership” section of www.wsfoundation.org.
THE WOMEN’S FUND OF WINSTON-SALEM
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HE WOMEN’S FUND focused its 2012 efforts on addressing
the issue of teen pregnancy. In February, The Fund released an issue brief entitled Teen Pregnancy and Parenting: Community Concern, Community Solutions, which was developed to bring attention to the critical problem of teenage pregnancy in our midst. The issue brief looked at the impact of teen pregnancy and early parenting on the larger community and examined how our entire community could take a shared responsibility in addressing this issue. In May, The Fund awarded mini-grants to nine local nonprofit organizations to help them implement teen pregnancy prevention programs within the context of their current programming. These organizations adopted one or more comprehensive curricula in which they were trained, and then implemented them within the populations that they serve. Nearly 800 youth and over 100 parents participated in programming funded by the mini-grants.
YOUTH GRANTMAKERS IN ACTION
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HIS DIVERSE GROUP of teenage grantmakers attended 10 differ-
ent area high schools in the 2012-2013 school year. YGA members had many opportunities for learning and fellowship throughout the year, including an August full-day retreat and participation at the 2011 NC Youth Giving Summit in October, which drew youth grantmakers from across the western portion of the state and provided leadership and networking opportunities. By the end of the school year, YGA members developed grant guidelines, solicited grant proposals, and awarded grants to a record number of youthled projects in Forsyth County. In April 2013, YGA held its annual grant celebration at the WinstonSalem/Forsyth County Schools’ Career Center. Seven grants totaling $2,337 were made to Forsyth County youth for positive projects that will make a difference in our community. Grant recipients were: Big Buddy Team Members to train mentors; El Buen Pastor Latino Community Services Youth Group to host art workshops; Forsyth Country Day School Girls’ Service Club to provide meals for Ronald McDonald House residents; Habitat for
Grant recipients display their awards at the 2012 Women’s Fund luncheon
The Fund awarded $144,580 in grants at its November 2012 luncheon to six local nonprofit organizations that are addressing the economic security of women and girls in Forsyth County. The keynote speaker was Michele Ozumba, President and CEO of The Women’s Funding Network. More information on The Women’s Fund may be accessed at www.womensfundws.org.
Humanity Club to host an awareness event on homelessness; Mount Tabor High School Key Club to raise funds for hunger YGA members and their 2013 grantees at the April celebration issues through a basketball marathon; Winston-Salem Youth Advisory Council to provide goodie bags to patients at Brenner Children’s Hospital; and Youth Financial Planners to present a class to youth about making smart financial choices. YGA’s grants are funded through the Foundation’s Youth Philanthropy Initiative Fund; the endowment fund grows each year through YGA participants’ fundraising, as well as by donor contributions. For more information on YGA, go to www.youthgrantmakersinaction.org.
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ILLUMINATING THE FUTURE TO POSITION ITSELF WELL FOR THE FUTURE, a community must decide what it values and then
imagine the best ways to fulfill its long-term potential. This may sound simple enough, but a “community” is never static or singular in its vision, so there is an inherent challenge to every step forward. That’s why The Winston-Salem Foundation is privileged to collaborate with a broad array of local leaders, philanthropists, organizations, and community members as we work together on behalf of a brighter future for all who live in and around Forsyth County. In the following pages, we feature stories of community — acts of sustained generosity, bold commitments to education, programs to develop leadership skills and coordinate volunteerism, neighborhood revitalization, and the incubation of diverse local businesses. Alongside our many great partners, the Foundation continues to learn from the past, move with confidence in the present, and illuminate the future by helping shape and steward visionary ideas into reality.
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COMMUNITY GRANTS
COLLABORATING FOR COMMUNITY THEATRE
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ORSYTH COUNTY has a wealth of unique community theatres that perform diverse shows ranging from “The Odd Couple” and “The Drowsy Chaperone” to “A Raisin in the Sun” and “Spring Awakening,” and their collaboration on a joint playbill has reaped benefits for the theatre community as a whole. Playbills typically hold information about the performances, cast members, and production staff — and the print advertisements help to support local theatre productions as well as to offset the cost of the playbills. Selling advertising takes time, says Cheri Van Loon, the artistic/educational director for The Children’s Theatre of Winston-Salem at Twin City Stage. ”I think we felt we were all having the same challenge,” Cheri says. “It made sense: why not do it all in one fell swoop? Why not give the advertisers five times the exposure?” In 2011, Twin City Stage, Kernersville Little Theatre, The Stained Glass Playhouse, WinstonSalem Theatre Alliance, and Clemmons Community Theatre first worked together on a joint marketing effort in which advertisers would be featured in playbills for all the theatres. The effort proved to be efficient since advertisers were approached on behalf of all the theatres at one time and gained a wider reach for their ads. The joint playbill is called “Stagebill,” and its cover design changes with each show as do the details about particular performances. The middle
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pages hold upcoming schedules of other theatres, which enables theatre patrons to learn about other performance opportunities in the community. The same advertisements appear in all the playbills; sometimes additional specialized ads are targeted for specific performances of certain theatres. “Stagebill” has created a sense of community among the theatre groups and has built camaraderie in terms of ad sales, Cheri says. “I just feel strongly about all the groups,” Cheri says. “I want everyone to be successful. Everybody really has their own niche. Different theatres target different audiences with their productions and their approaches. Stagebill helps people know we don’t compete with each other: we share resources, we share costumes, and we share audiences.” Bev Fry, Vice President of Administration at Kernersville Little Theatre adds, “Sharing the playbill was the next in line.” “We felt like one big family,” Bev says. “It kind of brought us all together. We’re all in every playbill. It creates an awareness of other theatre opportunities. We hope it encourages people to support community theatre.” The Foundation provided a grant for the initial design and printing for the first year of the playbill, and in the second year the playbill not only covered its cost, but also paid for additional copies of “Stagebill” because of the increased ad sales. “Anything that strengthens one of us strengthens all of us,” Bev says.
IN 2011, THE FOUNDATION AWARDED A $25,000 Community Grant to support a collaborative playbill for five community theatres, including the Kernersville Little Theatre, Clemmons Community Theatre, The Stained Glass Playhouse, Twin City Stage, and the Winston-Salem Theatre Alliance. Above: Youth performers from Twin City Stage’s children’s theatre
THE RICHARD AND BECKY DAVIS FUND FOR EDUCATION, a field of interest fund for education, was established in 2010 in honor of Mr. Davis’s service on the Kate B. Reynolds Charitable Trust board. Mr. Davis is a past member of The Winston-Salem Foundation Committee as well as a past Advisory Committee chair of the Foundation’s Black Philanthropy Initiative. The Davises are also members of the Foundation’s Legacy Society. Above: Becky and Richard Davis
DONORS
FOCUSING ON
EDUCATION
Richard and Becky Davis
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ICHARD AND BECKY DAVIS BELIEVE IN EDUCATION.
“To me education is the key to our success,” Richard says, and he believes it generates further opportunities for individuals, not only with work, but also relating to a person’s housing, health, longevity, and overall quality of life. Their commitment to education is evident throughout their community work that spans decades with all sorts of age groups and nonprofits. Becky was a longtime volunteer at St. Philips Moravian Church Day Care for preschool children. “They were a lot of fun,” she says, then smiles and adds quietly, “I spoiled a lot of them.” Throughout Richard’s extensive service in the community, including membership on the boards of The WinstonSalem Foundation, the Winston-Salem Chamber of Commerce, the United Way of Forsyth County, the Kate B. Reynolds Charitable Trust, and Appalachian State University, he has seen how education impacts the community. As board chair for both the Chamber and United Way, he was heavily involved in educational initiatives to positively impact school success and, ultimately, high school graduation rates.
In 2010, the Kate B. Reynolds Charitable Trust established a field of interest fund for education at The Winston-Salem Foundation to honor Richard’s board service, and the Davises have continued to add to it. Their fund gives the Foundation the flexibility to make timely Community Grants for educational programming. “The Foundation has the freedom to grant those funds to whatever organization it feels deserves it most or can have the most impact,” Richard says. “They know the needs and they review all the grant applications. They make the decision as to what is a wise investment and who would manage these grants well. They know this because that’s their business to know.” The Winston-Salem Foundation appealed to Richard, who studied accounting at the University of Maryland before working for the Internal Revenue Service and Wachovia Bank. “Nobody does it better,” he says. “They give donors total transparency regarding the funds that are invested there, and I do mean invested. Not only do you see that your funds are doing a whole lot of good, you see how well the funds are managed over the years. That fund will continue to grow and will be able to assist and help more people and more causes.” Both Becky and Richard learned the importance of giving back to their community when they were children. “My dad used to say, ‘The more you give, the more you will receive,’” Becky says. Richard’s grandmother taught him to always share. “If you have something and the next person has nothing, it’s your duty to share with that person,” he recalls. She told him to “always keep in mind you want to leave this earth a better place than you found it. I’ve always been the kind of person that if I see someone in need I try to help them. It’s just part of my life.”
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STUDENT AID
SUPPORTING
DREAMS
The Woodbine Agency
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OR WOODBINE, big dreams matter. Big dreams have spurred the brand revitalization agency’s growth in Winston-Salem over the past 28 years, and they continue to play a key role in the team’s creative approach with their clients. When Woodbine was looking for a tangible way to give back to the community, the company turned to The Winston-Salem Foundation, where it established its Big Dreams Scholarship to support college students who dream of being the next generation of advertisers and marketers. “I don’t think you can start a company without having a big dream and thinking forward,” says Maureen Hall, Woodbine’s founder. “Woodbine grew and thrived in the Winston-Salem community, and we wanted to give back through a foundation that also grew out of this community and continues to support it. Students are right at that point where they’re dreaming about the rest of their lives. They’re dreaming about possibilities.” The scholarship exemplifies Woodbine’s five key values: ideas, interaction, intensity, integrity, and impact. “We really do want to raise up the next generation to have an impact,” Maureen says. “There’s no other way to do it than to help fund their dreams.” The scholarship is awarded to a graduating Forsyth County high school senior who intends
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to study in the communication arts field. After the first year of college, the recipient is offered a summer internship opportunity at Woodbine. Instead of a traditional plaque, students receive a journal in which to record their thoughts, dreams, and inspirations, says Peter Mitchell, president and CEO. “There are a lot of ways to give back,” Peter says. “At the heart of Woodbine is relationships. Building that relationship with the students was a big thing.” He also hopes that their scholarship recipients will be able to develop a community among themselves that will be beneficial in their future careers. East Forsyth High School graduate Sarah Rierson was inspired to study communications at UNC-Chapel Hill by her uncle, who majored in broadcast journalism there. She was surprised to learn during her 2012 high school awards ceremony that she had won the first Big Dreams Scholarship. “I was just really thankful for the scholarship,” Sarah says. “I had no idea I was receiving it. I was really surprised to see how they wanted to get to know me. I plan to do the same thing for some young person at a moment in my career.” During her summer internship, she has helped with research on social media projects and especially enjoyed working on blog posts. Peter encourages other businesses to follow this model of both supporting students financially while also building relationships with them. The support becomes more than a transaction, he says, “It’s transformational.” The theme of Woodbine’s 25-year anniversary celebration highlighted one of Maureen’s favorite African proverbs: “If you want to go fast, go alone; if you want to go far, go with others.” “This sense of community and knowing you’re not alone is really important,” she says.
THE WOODBINE BIG DREAMS SCHOLARSHIP, established through a student aid endowment in 2011 by The Woodbine Agency, provides a $1,000 award to a graduating Forsyth County high school student who intends to major in communications, graphic design, journalism, public relations, creative writing, digital media or a related field at an accredited vocational/technical school, community college, or college/university. Woodbine also offers a summer internship opportunity to the scholarship recipient after his or her first year of college. Below: Peter Mitchell, Sarah Rierson, and Maureen Hall
COMMUNITY DEVELOPMENT: A COLLABORATIVE EFFORT SINCE 2006, the Foundation has provided funding to support the Winston-Salem Community Development Support Collaborative, or the Funders’ Collaborative, which includes 12 local funding partners that pool resources to provide operational support and technical assistance for six local Community Development Corporations (CDCs) and Community Development Enterprises (CDEs). During 2012, the Funder’s Collaborative worked with the following local CDCs and CDEs: S.G. Atkins CDC, Goler CDC, Liberty CDC, Rural Initiative Project, Inc., The Shalom Project, and Ujima CDC. The S.G. Atkins Community Development Corporation is a nonprofit supported by grants from the Department of Housing and Urban Development and other funding institutions, such as the Funder’s Collaborative. S.G. Atkins strives to create community-based leadership and has focused on revitalizing the neighborhoods surrounding Winston-Salem State University through housing, community, and economic development programs. Prior to the Funder’s Collaborative, the Foundation also supported community development efforts by providing support through the Local Initiatives Support Corporation from 1998 to 2007.
COMMUNITY GRANTS
TRANSFORMING A NEIGHBORHOOD The Enterprise Center of the S.G. Atkins Community Development Corporation
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OR YEARS, PATRICIA DEGRAFFINREAIDT has volunteered in her
million grant, which will enable the CDC to complete the renovation. neighborhood near Winston-Salem State University through the On the second floor, the Enterprise Center houses office spaces, 18 Southeast Neighborhood Association and through her church, Exodus of which are occupied by small businesses and nonprofits. The Center United Baptist Church, which provides hot soup during winter months also provides office support, meeting space, Wi-Fi and state-of-the-art and meals year-round to homebound neighbors. audiovisual equipment. The Center partners with Winston-Salem State When she became the event manager for the S.G. Atkins Community University, Wake Forest University, and Forsyth Technical Community Development Corporation’s Enterprise College to provide workshops that benefit the Center, the opportunity was a perfect way to businesses. match her vocation with her passion to serve “We include business education with the the neighborhood. office space and amenities that entrepreneurs “It was just a Godsend,” says Patricia, who need to be successful,” Carol says. had previously been a catering sales manager Located on the first floor is a virtual hosat a local hotel before starting her own event pital custom-designed for Winston-Salem planning business. She lives just two blocks State University’s School of Health Sciences. away from the Enterprise Center and from The former gymnasium reopened in 2012 as her church. a 4,700-square-foot conference center that is When S.G. Atkins’ Executive Director busy with special events, including business Carol Davis showed Patricia the opportunities networking, workshops, and community and the Center provides, “I was actually in awe of corporate events. Patricia Degraffinreaidt (l) and Carol Davis what this center offers the community,” she says. “It’s taken on a life of its own,” Carol says. “This is a jewel. There’s a lot of love in this building for the neighborhood “It’s a unique asset which supports a diverse community’s changing interand this community.” ests and needs.” The S.G. Atkins CDC started at Winston-Salem State University in A LEED-certified building that utilizes solar panels installed by a for1998, Carol says. The CDC’s first efforts focused on renovating and buildmer business tenant that outgrew the incubator, the Center is “a model of ing affordable homes, and then created a loan pool for small businesses. sustainability,” Carol says, and once 30,000 square feet of space is leased, In 2011, the CDC opened the Enterprise Center, a business incubator and it will generate enough income to pay for operating expenses. Outside, the community learning center that is housed in the former Salvation Army Center has a lush community garden space called Simon’s Green Acre, with Boys and Girls Club building on South Martin Luther King Jr. Drive. individual gardens tended to by a number of different community groups. The CDC has renovated 25,000 of the 40,000 square feet in the Patricia calls it “a transformational place,” yet, she says, “It’s like fambuilding; recently the Economic Development Administration of the ily, too, here. My goal is to make as many people as possible aware of this U.S. Commerce Department awarded the Enterprise Center a $1.2 Center and what it offers.” the winston-salem foundation annual report
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DONORS
SHARING A
SECOND CHAPTER OF GIVING Bill and Allan Womble
B
ILL AND ALLAN WOMBLE grew up surrounded by first-hand
examples of giving back to their community. Bill’s father was a state and community leader who instilled the importance of community service in his children. Bill’s “Aunt Nell Willingham” was the daughter of Colonel Francis Fries, who established The WinstonSalem Foundation in 1919 with the initial gift of $1,000; the Foundation has grown to more than $325 million in current assets. “We can only imagine how proud Col. Fries would be of that.” Bill says. “The Foundation has grown along with our whole community. Col. Fries was a remarkable example of that generation that rebuilt a devastated South. One gives back in lots of ways, not just with money, but with devotion of time and service as well. One of the things that makes WinstonSalem special is its culture of giving and volunteer service. It’s a wonderful part of our heritage.” Allan grew up in Mississippi, and she first learned about philanthropy from her father, who was a minister. At Christmas, he would ask each of his six children to pick one of their favorite presents for him to take to a family that lived nearby. During the summer months, Allan and her siblings often pulled a wagon laden with vegetables they had grown to share with their neighbors. “We had more than we needed,” she says. “That’s what you do — you share.” A native of Winston-Salem, Bill, now retired from active practice, is a long-time member of the Womble Carlyle Sandridge & Rice law firm. Bill helped found a number of nonprofits, including Experiment in Self Reliance, The Children’s Center (now The Centers for Exceptional Children) and Arbor Acres Retirement Community. He has also served in numerous state and local leadership positions, including service in the N.C. House of Representatives. The couple enjoys surprising people who learn they’re “newlywed old folks,” though they have more than 100 years of marriage between them.
[ 2 2 ] I L L U M I N AT I N G T H E F U T U R E
the winston-salem foundation annual report
Bill and his late wife, Jane, were married for 68 years; Allan and her late husband, Bill Hollan, were married 59 years. Bill and Jane established designated funds at the Foundation for Arbor Acres and Senior Services, and Jane set one up for St. Leo the Great Catholic Church. Bill is an active Foundation donor advisor; he enjoys supporting a variety of nonprofits. Allan established the William and Allan Hollan Charitable Fund, a field of interest fund for human services, in Bill’s memory following his death in 2004. “We were always more interested in the human touch,” she says, “and the Foundation’s strong reputation is recognized throughout the community. It’s carrying out its purpose in a meaningful way.” Bill appreciates the Foundation’s accountability as it manages a wide array of funds and endowments, better enabling nonprofit organizations to perform their valuable work in perpetuity. Bill sums it up this way: “The Winston-Salem Foundation is a tremendous community asset. There’s no end to the good it can do. It is a blessing beyond compare.”
THE WILLIAM AND ALLAN HOLLAN CHARITABLE FUND was established in 2004 in Mr. Hollan’s memory as a field of interest fund to support human services. The William F. and Jane Gilbert Womble Fund for Arbor Acres and the William F. and Jane Gilbert Womble Fund for Senior Services were established at the Foundation in 2010. The Jane Gilbert Womble Fund was established as a designated fund in 2010 to support St. Leo the Great Catholic Church. Mr. Womble also has a donor-advised fund and a charitable remainder trust at the Foundation, established in 1995. The Wombles are also members of the Foundation’s Legacy Society. Above: Allan and Bill Womble
HANDSON: A VALUABLE COMMUNITY RESOURCE HandsOn NORTHWEST NORTH CAROLINA was formed in 2007 when Non-Profit Connections, which provided nonprofit capacity building services, merged with Volunteer Connections, which had grown out of the volunteerism committee of the ECHO Council, originally incubated by the Foundation. HandsOn strengthens the community through a blended mission of building nonprofit capacities and increasing volunteerism. It provides resources and training to strengthen nonprofits to effectively meet their missions, and it seeks to increase civic engagement by managing a Web-based volunteer matching portal, by offering volunteer trainings, and by organizing community-wide volunteer recognition events. In 2013, HandsOn was also chosen to manage corporate volunteer projects for local Belk department stores, as part of their “125 Days of Service,” celebrating Belk’s 125th anniversary. In 2012 HandsOn was awarded a $60,000 Foundation Community Grant. The Foundation has also provided ongoing support to HandsOn and to its predecessor organizations since 2005. HandsOn also serves as an important Foundation partner: the two organizations have recently collaborated to offer development opportunities for nonprofit staff, including a peer philanthropy network and a succession planning workshop. Above: HandsOn program participant Nikki Burris
COMMUNITY GRANTS
STRENGTHENING
NONPROFITS, ENGAGING VOLUNTEERS
HandsOn Northwest North Carolina
N
IKKI BURRIS, Director of Admissions for Salemtowne Retirement
Community, knows HandsOn Northwest North Carolina strengthens local nonprofits through both training and volunteer connections. “HandsOn has benefited me personally by offering different classes that help continue my learning in the areas of management and leadership,” says Nikki, who completed its Women’s Emerging Leaders (WEL) program, which was begun in 2010 with a seed grant from the Women’s Fund. Participants completed an in-depth workshop to determine their leadership styles, strengths and weaknesses, and they developed a plan to strengthen their skills. The program had classes in essential subjects for nonprofits and followed up to check on participants’ progress on their goals. “Overall, it was an empowering series that I would highly recommend for leaders to get to know themselves better and to strengthen their skill set,” Nikki says. She also sought guidance and partnered with HandsOn to create Salemtowne’s Senior Volunteer Service Award, and, in turn, Salemtowne has donated meeting space for many HandsOn events. “Salemtowne strives to be a strong community partner with greater Winston-Salem, and this is one way that we can give back,” Nikki says. “It is refreshing to collaborate so easily with a great organization.” HandsOn’s capacity-building programs are designed to help an organization meet the challenge of its mission in the most effective and efficient way possible, says Amy Lytle, HandsOn’s executive director. In 2012, 126 different nonprofits benefitted just from their workshops, which include Board Basics and Leadership Development classes, Best Practice Breakfasts, and Nonprofit Essentials workshops taught by Wake Forest University faculty. In total, HandsOn touches more than 350 nonprofits through its training programs, communications, and volunteer portal. “Research has shown that one of the most effective ways to increase an organization’s capacity is to invest in its leadership, which is exactly what
our programs are designed to do,” Amy says. “Our Organizational Assessments provide an opportunity for leadership — both board and staff — to get ‘on the same page’ about the most critical investments that an organization needs to make in RSVP Volunteer Mary Alspaugh their infrastructure.” Another key aspect of HandsOn’s work is matching community members with options for meaningful volunteer service. In 2012, using its Hands On Connect volunteer matching portal and other methods, HandsOn mobilized 3,447 volunteers who contributed approximately 46,855 service hours. In 2013, HandsOn took over the Retired and Senior Volunteer Program (RSVP) which has been in the community for 30 years; it provides an additional mechanism through which Salemtowne and other nonprofits can recruit senior volunteers. Ongoing support from The Winston-Salem Foundation has been crucial to HandsOn’s continued success. Amy says, “They see the value in how the work we do builds the infrastructure of the community as a whole,” Amy says. “All of our programs help organizations become more effective and efficient. We try to make sure we focus equally on both ‘halves’ of our mission — capacity building and volunteer engagement — while also nurturing the vast areas where they overlap.”
the winston-salem foundation annual report
I L L U M I N AT I N G T H E F U T U R E [ 2 5 ]
GRANTS 2012 FOUNDATION GRANTS PROVIDE significant support for two main constituencies: to NONPROFIT ORGANIZATIONS as they make communities a healthier place to call home and to LOCAL STUDENTS
as they pursue higher education. In 2012, the Foundation: > Made more than $20.2 MILLION in TOTAL CHARITABLE GRANTS, 87% of which stayed in North Carolina, and 68% of which stayed in our local service area > Awarded more than $2.1 MILLION through our COMMUNITY GRANTS PROGRAM > Assisted more than 587 STUDENTS with STUDENT AID support totaling $1,222,500* in the 2012–2013 school year *$1,108,000 in Scholarships and $114,500 in Student Loans
TYPES OF
GRANTS
DONOR-ADVISED GRANTS, made from both endowed and non-endowed
DESIGNATED GRANTS ensure long-term annual support from an
funds, connect donors with the power of philanthropy through individually
endowment fund’s income for one or more organizations that were
advised funds.
specified by the donor at the time the fund was created.
COMMUNITY GRANTS provide funding assistance to nonprofit
SCHOLARSHIPS assist students in paying for their post-secondary
organizations that are having a positive long-term impact on our local
education. For additional information on the Foundation’s Student Aid
community. Funding for these important grants comes from Unrestricted
application process, which also includes low-interest student loans,
and Field of Interest endowment funds that have been established
go to the “Students” section of www.wsfoundation.org.
by donors. For more information on how organizations can apply for a Community Grant, please refer to the “Grant Seekers” area on the
AGENCY ENDOWMENT GRANTS provide support to charitable
Foundation’s Web site at www.wsfoundation.org.
organizations through endowments that were established by nonprofits to support their work in the community.
2% 7% OTHER GRANTS
2012 FOUNDATION GRANTS
AGENCY ENDOWMENT GRANTS
5% SCHOLARSHIPS
12% DESIGNATED GRANTS
(by Grant Type)
40% DONOR-ADVISED (NON-ENDOWED) GRANTS
12% COMMUNITY GRANTS
22% DONOR-ADVISED (ENDOWED) GRANTS the winston-salem foundation annual report
GRANTS [27]
COMMUNITY GRANTS 2012
IN 2012, the Foundation supported nonprofit programs with over $2.1 MILLION in Community Grants
that are making a difference in a wide variety of areas in Forsyth County. Funding for these timely grants comes from UNRESTRICTED AND FIELD OF INTEREST FUNDS that have been established by donors, as well as from the Foundation’s GRANTMAKING PARTNERS program.
3%
2012 COMMUNITY GRANTS (by Program Area)
1%
ANIMAL WELFARE
14%
RECREATION
HEALTH
5% ENVIRONMENT
24% HUMAN SERVICES
12% ARTS & CULTURE
8%
16%
COMMUNITY & ECONOMIC DEVELOPMENT
PUBLIC INTEREST
17% EDUCATION
[28] GRANTS
the winston-salem foundation annual report
GRANTMAKING PARTNERS TODAY, MANY DONORS WANT active grantmaking that is both responsive to the changing community
and reflective of their personal interests, and the Foundation’s GRANTMAKING PARTNERS program provides this opportunity. Throughout the year, donor-advised fundholders are notified of COMMUNITY GRANT requests from eligible nonprofits, and many choose to partner with the Foundation to support them through their own funds. These fundholders benefit from Grantmaking Partners by: > LEVERAGING more charitable dollars to respond to opportunities > BEING AWARE of timely community funding opportunities > MATCHING their interests with community nonprofits in order to make effective grants > LEARNING ABOUT new organizations and programs that are addressing issues that matter to them In 2012, 18 DONOR-ADVISED FUNDHOLDERS contributed a total of $44,852 toward the partial or full funding of Community Grants in a wide variety of interest areas. This funding is impactful — it equates to the estimated annual income that would be generated by a $1,043,070 endowment! As such, we are most grateful for our 2012 GRANTMAKING PARTNERS:
Anonymous (2)
Greg and Gina Bridgeford
Jim and Debbie Millis
Bonnie Stewart
Elms and Harriet Allen
Woody Clinard
Walt and Martha Ann Murray
John and Peggy Taylor
Gayle Anderson and Carey Hedgpeth
Mary Eagan
Mil Naugle
Ed and Barbara Beason
Caroline Gamble
Lucian and Robie Neal
Bill Benton
Eric Hoyle
Katherine W. Otterbourg
the winston-salem foundation annual report
GRANTS [29]
COMMUNITY GRANTS 2012 ANIMAL WELFARE ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
Animal Adoption and Rescue Foundation
$15,000
for a community programs and outreach coordinator
Edna B. Parkin Georges Animal Fund
Forsyth Humane Society
$30,000
for additional staff for a second year
Edna B. Parkin Georges Animal Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Forsyth Spay Day Coalition
$5,765
Horse Education and Rescue Organization
$12,000
to support spay/neuter services in Forsyth County
Edna B. Parkin Georges Animal Fund, Lassiter Animal Welfare Fund
for large animal emergency rescue training
Edna B. Parkin Georges Animal Fund
TOTAL 2012 COMMUNITY GRANTS TO ANIMAL WELFARE
$62,765
ARTS AND CULTURE ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S) Charles Babcock, Jr. Field of Interest Fund
Ava Gardner Museum
$5,000
to improve the library
Ava Gardner Fund
Carolina Music Ways
$3,000
to educate students about the region’s music heritage for a third year
Samuel A. and Roslyn S. Harris Fund
Festival Stage of Winston-Salem
$15,000
to support a marketing research study
Charles Babcock, Jr. Field of Interest Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Helen Simoneau Danse
$4,280
for an administrative assistant and a marketing position
Charles Babcock, Jr. Field of Interest Fund
Korner’s Folly Foundation
$9,670
for Web site design
Dr. Calvin and Ruth H. Ogburn Trust, R.J. Reynolds Tobacco Company Fund
NC Black Repertory Company
$19,866
to support an audience development manager for a second year
Charles Babcock, Jr. Field of Interest Fund
for promotional marketing materials
Charles Babcock, Jr. Field of Interest Fund
:
Arts Council of Winston-Salem $25,000 to upgrade financial software and Forsyth County
Piedmont Chamber Singers
$1,735
Piedmont Craftsmen
$25,000
to support the 50th anniversary history project
Charles Babcock, Jr. Field of Interest Fund, Eisenberg Family Fund for Arts and Culture, Vicki Van Liere Helms Art Fund, The Winston- Salem Foundation Grantmaking Partners Fund
Piedmont Opera
$30,000
for a development director
Charles Babcock, Jr. Field of Interest Fund, Samuel A. and Roslyn S. Harris Fund
Reynolda House Museum of American Art
$20,000
to support a professional development opportunity
Charles Babcock, Jr. Field of Interest Fund, Earline heath King Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Sawtooth School for Visual Art
$40,000
to support a sales and marketing manager
Charles Babcock, Jr. Field of Interest Fund, Community Arts Fund, The Winston-Salem Foundation Grantmaking Partners Fund
$1,000
to support a youth engagement coordinator for the Magnolia Baroque Institute
Samuel A. and Roslyn S. Harris Fund
Winston-Salem Delta Fine Arts
$14,000
to support Web site upgrades and fund development work
Community Arts Fund
Winston-Salem Festival Ballet
$20,000
for a part-time marketing assistant
Charles Babcock, Jr. Field of Interest Fund, Mary Reynolds Babcock Cultural Improvement Fund
Winston-Salem Symphony
$25,000
to support audience development and marketing efforts for a second year
Samuel A. and Roslyn S. Harris Fund
Winston-Salem Youth Chorus
$15,000
to hire a strategic planning consultant
Samuel A. and Roslyn S. Harris Fund
UNC School of the Arts Foundation
TOTAL 2012 COMMUNITY GRANTS TO ARTS AND CULTURE
[30] GRANTS
the winston-salem foundation annual report
$273,551
COMMUNITY AND ECONOMIC DEVELOPMENT ORGANIZATION NAME
GRANT AMOUNT
Downtown Winston-Salem Partnership Grassroots Grantmakers
$15,000
PROJECT DESCRIPTION
FUND NAME(S)
to support an economic impact study of the reconstruction of Business 40
Charles Babcock, Jr. Discretionary Fund
$1,500
to provide technical assistance
Howard Gray Endowment
Habitat for Humanity of Forsyth County
$80,000
to support the capital campaign
Algine Foy and Julius Dobson Neely Memorial Fund, Anonymous Trust #2, Hayes and Amy Wauford Fund, Lila Church Bradford Memorial Fund, Nelson and Dorothy Tomlinson Fund, R. Edward Lasater Endowment Fund, R. Worth Allen and Atha J. Allen Fund, Samuel and Elizabeth Rose Fund, Thomas R. and Georgia L. Pepper Family Fund, Virginia S. Pleasants Fund, William P. and Katharine T. Baldridge Endowment
Neighbors for Better Neighborhoods
$60,000
to support the development of community assets in neighborhoods
Algine Foy and Julius Dobson Neely Memorial Fund, Bess Gray Plumly Fund, Donna Germain Rader and Martin H. Rader Fund, Louise and Sam Adams Community Fund, Ralph and Frances Stockton Trust, The Winston-Salem Foundation Grantmaking Partners Fund
Neighbors for Better Neighborhoods
$10,000
to provide funds for neighborhood projects and programs
Charles Babcock, Jr. Discretionary Fund, Mr. and Mrs. F. Borden Hanes, Jr. Trust
Preserve Historic Forsyth
$4,500
for a strategic plan and marketing expenses
James A. Gray Family Fund, Nancy T. Pleasants Community Development Fund, The Winston-Salem Foundation Grantmaking Partners Fund
TOTAL 2012 COMMUNITY GRANTS TO COMMUNITY AND ECONOMIC DEVELOPMENT
$171,000
ENVIRONMENT ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
for landscaping
Anne Hanes Willis Fund
$24,000
to employ a program manager and match WIC and/or SNAP benefits at the Cobblestone Farmers Market for a second year
D. Elwood Clinard Charitable Trust, Dr. Calvin and Ruth H. Ogburn Trust, Frank E. Llewellyn T.B. Fund, John W. and Alice Rose Alspaugh Memorial Funds, Lipscomb Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Family Services
$5,000
to help make improvements to the Healing Gardens
Anne Hanes Willis Fund
Natural Capital Investment Fund
$10,000
to expand lending and technical assistance in Forsyth County
James A. Gray Family Fund
NC Cooperative Extension Service, Forsyth County Salem
$24,000
to support the community garden resource program for a third year
Anne Hanes Willis Fund, Drane V. McCall Fund for Winston-Salem Beautiful, Raymond B. Hooker, Jr. Fund–Unrestricted, The WinstonFoundation Grantmaking Partners Fund
Winston-Salem Sustainability Resource Center
$30,000
to support the executive director position
Charles Babcock, Jr. Discretionary Fund
Yadkin Riverkeeper
$11,250
to support a director of operations and programs position for a third year
Charles Babcock, Jr. Discretionary Fund
Arts Council of Winston-Salem and Forsyth County Carolina Farm Stewardship Association
$6,100
TOTAL 2012 COMMUNITY GRANTS TO ENVIRONMENT
$110,350
the winston-salem foundation annual report
GRANTS [31]
COMMUNITY GRANTS 2012 EDUCATION ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
Carter G. Woodson School of Challenge
$25,750
to fund a library media specialist for a third year
Blount Fund, Kenard Eugene Sales Memorial Fund, Nancy R. Baity Trust, Richard and Becky Davis Fund for Education, Robert A. and Constance C. Emken Education Fund
Children’s Museum of Winston-Salem
$20,520
to help support a development and marketing position for a third year
Jessica T. Fogle Fund
Communities in Schools of Forsyth County
$30,000
to hire quality assurance staff
Jessica T. Fogle Fund, John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial
$10,000
for strategic planning
Jessica T. Fogle Fund
to support the capital campaign
George and Edna Blanton Fund, Harvey Seward Martin Fund, Isabel McRae Fund, J.C. Tise Fund, James R. Hankins Fund
Community Education Collaborative Crosby Scholars Community Partnership
$100,000
Crosby Scholars Community Partnership
$4,500
to support a part-time senior advisor for a third year
Art and Dannie Weber Education Fund, Charles E. Norfleet Memorial Fund, Jessica T. Fogle Fund
El Buen Pastor Latino Community Services
$13,000
to support the family literacy initiative
John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Goler Institute for Development and Education
$11,000
for strategic planning and staff training
J. Frank and Mary S. Mock Fund
Liberty East Redevelopment
$13,000
to support the Digital Connectors program for a third year
Edna B. Parkin Georges Youth Fund, John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Fund
Northwest Child Development Centers
$40,000
to support an education technology integration specialist for a second year
Camp Robert Vaughn Fund, Charles Babcock, Jr. Discretionary Fund, Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund– Unrestricted, Joseph G. Gordon Fund, Thomas H. Davis Advised Trust, The Winston-Salem Foundation Grantmaking Partners Fund
The Centers for Exceptional Children
$10,000
to support an additional nurse for the children at the Children’s Center for a third year
Claire Lockhart Follin-Mace Fund
The Centers for Exceptional Children
$20,000
to support a horticultural therapy program at the Special Children’s School
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
Wake Forest University
$15,000
to establish a math teachers’ circle for middle school math teachers in the Winston-Salem/Forsyth County Schools
Elizabeth Lovett Education Endowment, J.C. Tise Fund, Jessica T. Fogle Fund, Peggy and Ralph Stockton Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Winston-Salem Street School
$45,000
to support a development director
John W. Burress Community Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Winston-Salem/Forsyth County Schools
$8,000
to fund, in partnership with other community organizations, a search firm to assist with the superintendent search
A. Tab Williams, Jr. Public Education Fund
Winston-Salem/Forsyth County Schools
$10,000
to participate in a statewide STEM Network
A. Tab Williams, Jr. Public Education Fund
$1,000
to support the Amazing Summer E.S.C.A.P.E.
Jessica T. Fogle Fund
WSFC Council of PTAs
TOTAL 2012 COMMUNITY GRANTS TO EDUCATION
[32] GRANTS
the winston-salem foundation annual report
$376,770
HEALTH ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
Arts for Life
$10,000
to expand the art and music program to the behavioral health unit
Harriet Taylor Flynt Fund, Samuel A. and Roslyn S. Harris Fund
Associates in Christian Counseling
$10,400
to create a part-time intake coordinator position
George and Edna Blanton Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Cancer Services
$17,000
to support an African-American and a Hispanic/Latino outreach educator
Jeannette Norfleet Fund, Lena Albright Memorial Fund
Cancer Services
$25,000
to support an African-American and a Hispanic/Latino outreach educator for a second year Fund
Ava Gardner Fund, Masich Fund, Mr. and Mrs. Thomas B. Rice Memorial Fund, The Winston-Salem Foundation Grantmaking Partners
Community Care Center for Forsyth County
$45,000
to support a diabetic case manager/educator
John W. and Alice Rose Alspaugh Memorial Funds, Twin City Hospital Funds, The Winston-Salem Foundation Grantmaking Partners Fund
Forsyth Medical Center Foundation
$50,000
to help support costs for 24-hour call center counselors at the Behavioral Health Center for a second year
Harriet Taylor Flynt Fund
HealthCare Access
$35,000
to provide emergency support
Bill and Helene Halverson Fund, Emma Jane Skinner Fund, George and Edna Blanton Fund, John W. and Alice Rose Alspaugh Memorial Funds, John W. Burress Community Fund, The Winston-Salem Foundation Grantmaking Partners Fund
for a nutrition enrichment program
John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Fund, Youth Activities Fund
Ken Carlson Boys and Girls Club Garden Club
$450
NC Baptist Hospital
$12,500
for staff training and prenatal patient education
John W. and Alice Rose Alspaugh Memorial Funds
NC Harm Reduction Coalition
$17,000
to support a multi-dimensional hepatitis project for a second year
Frank E. Llewellyn T.B. Fund, John W. and Alice Rose Alspaugh Memorial Funds
Partnership for a Drug Free NC
$29,000
to help support the costs of a director of development for a second year
Harriet Taylor Flynt Fund
Prevent Blindness NC
$10,000
to train vision screeners for elementary and middle schools in Forsyth County for a second year
Claire Lockhart Follin-Mace Fund
Prodigals Community
$27,000
to support a new employment and education program
Ann and Clay Ring Fund, D. Elwood Clinard Charitable Trust, Etta Mae Pope Trust, Mary A. Payne Charitable Fund for Human Services, Stokes Ivey and Orpha Marie Leonard Pope Family Trust
SECU Family House
$25,000
to support the manager of educational services for a second year
Frank E. Llewellyn T.B. Fund, Louise Futrell Fund
Trinity Center
$15,000
to help support additional costs to the organization for the executive director position
Howard Gray Endowment
Trinity Center
$22,000
to help support the executive director position for a second year
John Alexander McClung, DDS, FACD Trust, Lillian S. Stultz Fund, Richard E. Ashburn Trust
Wake Forest Health Sciences
$15,353
to support a licensed psychologist associate for the outpatient therapy program at Amos Cottage
Harriet Taylor Flynt Fund
TOTAL 2012 COMMUNITY GRANTS TO HEALTH
$365,703
the winston-salem foundation annual report
GRANTS [33]
COMMUNITY GRANTS 2012 HUMAN SERVICES ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
Autism Society of NC
$5,000
to support a vocational skills development program
Harriet Taylor Flynt Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Barium Springs
$10,000
to help increase the number of therapeutic foster homes available in the Forsyth County area
A. F. Clement Trust for Youth
Bethesda Center for the Homeless
$30,000
for a full-time shelter director for a second year
Mary A. Payne Charitable Fund for Human Services, Sarah Shore Ruffin Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Children’s Law Center of Central NC
$10,000
to fund a part-time development professional for a third year
Edna B. Parkin Georges Youth Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Exchange SCAN
$25,536
to expand the parent/teen education group for a second year
Ann and Clay Ring Fund, Blount Fund, Mary A. Payne Charitable Fund for Human Services, The Winston-Salem Foundation Grantmaking Partners Fund
Experiment in Self-Reliance
$5,000
to fund a strategic planning process
Margaret W. Parker Fund, Victor I. Flow, Jr. Family Fund
Family Services
$2,000
to provide direct assistance to victims of violent crime
Chrissy Gallaher Victim’s Assistance Fund
Family Services
$20,000
to help support the grant services manager position for a third year
Marcus Lew Davis Memorial Fund, Mary A. Payne Charitable Fund for Human Services
Fellowship Home of Winston-Salem NC
for a strategic plan and marketing expenses
Ann and Clay Ring Fund
Horizons Residential Care Center
$22,000
to support a new telephone system at the Arches and for branding activities
Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped
iCan House Services
$20,000
to support development activities for a second year
Harriet Taylor Flynt Fund, The Winston-Salem Foundation Grantmaking Partners Fund
NC Housing Foundation
$40,000
for a project director to develop programs for a supportive housing site
Harriet Taylor Flynt Fund, The Winston-Salem Foundation Grantmaking Partners Fund
to help crime victims or crime victim service providers attend the annual statewide training conference
Chrissy Gallaher Victim’s Assistance Fund
NC Victim Assistance Network
$7,500
$1,799
Next Step Ministries
$10,000
to support a nighttime staff position for a second year
The Winston-Salem Foundation Grantmaking Partners Fund
Samaritan Ministries
$40,000
to support the capital campaign to build a new facility
Barbara Lasater Hanes Trust, Bob and Ruth Herring Fund, Spencer and Nell Waggoner Charitable Fund–Unrestricted
Second Harvest Food Bank of Northwest NC
$35,000
to support a nutrition services coordinator
John and Julia Denham Fund, Richard K. Scott Memorial Fund, Robert Edwin Taylor and Margaret Long Taylor Memorial Fund, Vergil and Vicki Gough Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Senior Services
$35,000
to provide nutritious food to homebound older adults through the Meals-on-Wheels program
Sturmer Samaritan Fund
Shepherd’s Center of Greater Winston- Salem
$20,000
to support a part-time senior center program assistant
Clifton E. and Ruth Brewer Beck Memorial Fund, Harriet Taylor Flynt Fund, Otis B. and Genevieve Parrish Fund
Smart Start of Forsyth County
$7,500
to provide vision screening for preschool children in Forsyth County
Claire Lockhart Follin-Mace Fund
Triad Trackers Wheelchair Basketball Team
$10,000
to help support a wheelchair basketball team
Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped, Claire Lockhart Follin-Mace Fund
United Way of Forsyth County
$20,000
to fund the Ten-Year Plan to End Chronic Homelessness
Mary A. Payne Charitable Fund for Human Services
$2,500
to provide monetary support for the family members of victims of violent death
Chrissy Gallaher Victim’s Assistance Fund
$50,400
to support the Student Enrichment Experience program
Claire Lockhart Follin-Mace Fund, Edward and Mary Alice Tarulli Fund
Vigils for Healing Winston-Salem Industries for the Blind
TOTAL 2012 COMMUNITY GRANTS TO HUMAN SERVICES
[34] GRANTS
the winston-salem foundation annual report
$429,235
PUBLIC INTEREST ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
$5,000
2012 ECHO Award Recipients
Wachovia Bank of North Carolina Fund
to foster enriching, trusting, and long-lasting relationships among diverse people
The Community Fund, Margaret W. Parker Fund
ECHO Award ECHO Network
$138,500
Forsyth County Public Library
$3,000
for On The Same Page
Ann and Clay Ring Fund
Forsyth Futures
$75,000
to collect and leverage community information in order to enhance the quality of life for Forsyth County residents
Agnew Hunter Bahnson and Elizabeth Hill Bahnson Memorial Fund, George and Edna Blanton Fund
HandsOn Northwest NC
$60,000
to support capacity building for nonprofits and increase volunteerism
The Community Fund, The Winston-Salem Foundation Grantmaking Partners Fund
HandsOn Northwest NC
$3,000
to provide a transition planning workshop for local nonprofits
Ava Gardner Fund
Imprints
$18,000
for a part-time sales manager position
George and Edna Blanton Fund
Leadership Winston-Salem
$10,000
to help support a development position for a third year
Pleasants Hardware Company Trust, Virginia S. Pleasants Fund
NC Center for Voter Education
$19,000
to produce and distribute a comprehensive nonpartisan voter guide to thousands of Forsyth County residents
Charles Babcock, Jr. Discretionary Fund, The Winston-Salem Foundation Grantmaking Partners Fund
Rufus Dalton Awards
$6,500
to award the Rufus Dalton Award to four officers who were injured/killed in the line of duty
Rufus W. Dalton Trust
War Memorial Foundation
$10,000
to help support the Carolina Field of Honor at Triad Park
George and Edna Blanton Fund
Winston-Salem Foundation Award
$10,000
The 2012 Winston-Salem Foundation Award Recipient
BB&T Fund
TOTAL 2012 COMMUNITY GRANTS TO PUBLIC INTEREST
$358,000
RECREATION ORGANIZATION NAME
GRANT AMOUNT
PROJECT DESCRIPTION
FUND NAME(S)
Forsyth County Broncos
$300
for registration fees for youth who cannot afford to participate
Youth Activities Fund
Kappa League of Winston-Salem
$750
to fund a historical enrichment experience for young men
Youth Activities Fund
Southwest Forsyth Little League
$1,000
for youth with disabilities to participate in a Little League World Series exhibition game
Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped
Twin City Outreach of Winston-Salem
$300
to fund a leadership experience for young girls
Youth Activities Fund
Winston-Salem Indians
$500
for registration fees for youth who cannot afford to participate
Youth Activities Fund
Winston-Salem Tiny Vikings
$500
to pay for registration fees for youth who cannot afford to participate
Youth Activities Fund
to support an after school running program for middle school students
Edna B. Parkin Georges Youth Fund
YMCA of Northwest NC
$17,500
TOTAL 2012 COMMUNITY GRANTS TO RECREATION
$20,850
TOTAL 2012 COMMUNITY GRANTS
$2,168,224
the winston-salem foundation annual report
GRANTS [35]
FUNDS AND DONORS 2012 SINCE 1919, committed donors have invested generously in the current and future nourishment
of our community and beyond. These charitable individuals, families, and organizations have provided substantial support in areas as varied as health and human services to community and economic development, enriching the lives of neighbors near and far. At the end of 2012, the Foundation administered more than 1,300 CHARITABLE FUNDS for a wide variety of philanthropic purposes.
1% OTHER ASSETS
1%
REAL ESTATE FUNDS
FOUNDATION ASSETS (by Fund Type)
5% DONOR-ADVISED FUNDS (NON-ENDOWED)*
5% AGENCY ENDOWMENT FUNDS
6% STUDENT AID FUNDS
33% DONOR-ADVISED FUNDS (ENDOWED)
12% CHARITABLE LEAD TRUSTS AND CHARITABLE REMAINDER TRUSTS
20% DESIGNATED FUNDS *includes Temporary Funds
[36] FUNDS AND DONORS
the winston-salem foundation annual report
17% UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS
TYPES OF
FUNDS
ENDOWED FUNDS:
NON-ENDOWED FUNDS:
UNRESTRICTED FUNDS FOR COMMUNITY GRANTS offer the
NON-ENDOWED ADVISED FUNDS, which are essentially charitable
broadest option for charitable giving. Income from these funds will
checking accounts, offer donors a simple and efficient vehicle for
be used to meet changing funding opportunities in our community
annual charitable giving.
over time through Community Grants. TEMPORARY FUNDS give the Foundation the ability to hold a limited FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS give donors
number of funds for organizations and individuals for charitable
the opportunity to provide Community Grantmaking support within
projects.
a specific area of interest, such as arts and culture, environment, or human services.
CHARITABLE TRUSTS:
DONOR-ADVISED FUNDS enable up to two family generations of
CHARITABLE LEAD TRUSTS enable donors to make significant
advisors to make charitable grant recommendations before converting
charitable gifts for the term of the trust while transferring substantial
to another endowed fund type. These funds are a convenient method of
assets to beneficiaries later.
simplifying charitable giving and are an attractive alternative to a private foundation.
CHARITABLE REMAINDER TRUSTS allow donors and/or a designated
beneficiary to receive income for the life of the trust, with the DESIGNATED FUNDS are established by donors who wish to provide
remainder going to support charitable causes.
annual support to specific charities in perpetuity. AGENCY ENDOWMENT FUNDS are established by charitable
organizations to enhance their work in the community and to support their long-term sustainability. STUDENT AID FUNDS provide students with scholarships and loans to
pursue their academic goals. Donors may establish scholarship funds to support students from a particular high school, church, or county, or for those who attend a specific college or university.
HOW TO ESTABLISH A FUND: Setting up a fund and establishing your giving legacy is simple. Our Philanthropic Services staff will walk you through the steps to make sure that the fund you establish meets your charitable giving goals. Please contact us at giving@wsfoundation.org or call us at (336) 725-2382 for more information.
REAL ESTATE FUNDS are properties designated for a charitable use
and titled in the Foundation’s name.
the winston-salem foundation annual report
FUNDS AND DONORS [37]
ENDOWED FUNDS
UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS
U
NRESTRICTED FUNDS offer the broadest option for charitable giving. Income from these endowed funds is used to meet the changing needs of our community over time through Community Grants. FIELD OF INTEREST FUNDS give donors the opportunity to provide
Community Grantmaking support within a broad interest area (e.g., environment, human services, health, arts and culture, etc.). FUND
YEAR
PURPOSE
Louise and Sam Adams Community Fund
2005
Established through a charitable trust to support the charitable needs of the community
Lena Albright Memorial Fund
1979
Established by family and friends for organizations that provide comfort and benefit to those suffering from cancer, especially leukemia
R. Worth Allen and Atha J. Allen Fund
2005
Established by Mrs. Atha Allen in 1989 in memory of her husband and later endowed
John W. and Alice Rose Alspaugh Memorial Funds
1964
Established by bequest by John W. Alspaugh to provide health care to underprivileged people
John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust
1964
Established by bequest by John W. Alspaugh in memory of his parents to support programs for disadvantaged youth
Anonymous Trust #2
1999
Established by an anonymous donor as an unrestricted fund
Richard E. Ashburn Trust
2002
Established by bequest as an unrestricted fund
Warren David Ashburn Fund
1968
Established for charitable purposes of the Foundation
Charles Babcock, Jr. Discretionary Fund
2006
Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong support of emerging and changing community needs
Charles Babcock, Jr. Field of Interest Fund
2006
Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong interest in arts and culture in the community
Mary Reynolds Babcock Cultural Improvement Fund
1950
Established for grants and loans to cultural and arts groups in the community
Agnew Hunter Bahnson and Elizabeth Hill Bahnson Memorial Fund
2011
Nancy R. Baity Trust
2000
Established in memory of her husband Ira W. Baity, Jr. to support programs for disadvantaged children and youth
William P. and Katharine T. Baldridge Endowment
2006
Established as an unrestricted fund
Bank of America Corporation Fund
1995
Established as an unrestricted fund in honor of the Foundation’s 75th Anniversary
BB&T Fund
1994
Established as an unrestricted fund in honor of the Foundation’s 75th Anniversary
Clifton E. and Ruth Brewer Beck Memorial Fund
2010
Established through the estates of Clifton and Ruth Beck
George and Edna Blanton Fund
2010
Established with the remainder of the George and Edna Blanton Charitable Annuity Trust
Blount Fund
2010
Established by Frederick A. Blount, MD to support programs for high-risk youth and single teen parents
Lila Church Bradford Memorial Fund
1999
Established as an unrestricted fund
John W. Burress Community Fund
2007
Established as an unrestricted fund
Albert L. Butler, Jr. Fund
1997
Established by the Kate B. Reynolds Charitable Trust in memory of Mr. Butler to support the poor and needy
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund–Unrestricted
2000
Camp Robert Vaughn Fund
1990
Established from the proceeds of the sale of Camp Robert Vaughn to support grants for children and youth
Carolina Steel Endowment Fund
1988
Established as an unrestricted fund to support worthy public purposes
Henry M. Carter, Jr. Fund
1997
Established by friends of Mr. Carter at his retirement as president of The Winston-Salem Foundation as an unrestricted fund
A. F. Clement Trust for Youth
1971
Established in 1970 and repurposed in 2011 to benefit worthy children in Forsyth County in their suitable maintenance
D. Elwood Clinard Charitable Trust
1974
Established as an unrestricted fund by D. Elwood Clinard, Jr. in memory of his father
[38] FUNDS AND DONORS
Established with proceeds from the sale of the Bahnson House as an unrestricted fund
Established by the estate as an unrestricted fund
the winston-salem foundation annual report
Unrestricted andDonor-Advised Field of InterestFunds Funds––continued continuedon onnext nextpage page
Unrestricted and Field of Interest Funds, continued FUND
YEAR
PURPOSE
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 Fund for the Mentally Handicapped
1998
Marcus Lew Davis Memorial Fund
2004
Established as an unrestricted fund by Mr. G. Franklin Davis in memory of his son
Richard and Becky Davis Fund for Education
2010
Established by Richard N. Davis with a grant from the Kate B. Reynolds Charitable Trust to honor his board service
Thomas H. Davis Advised Trust
1992
Established with special emphasis on programs for youth
James R. Deadrick Fund
1989
Established by bequest as an unrestricted fund
Marian G. and Charles W. DeBell Trust
2001
Established as an unrestricted fund
John and Julia Denham Fund
2007
Established as an unrestricted fund
Eisenberg Family Fund for Arts and Culture
2007
Established as a field of interest fund to support arts and culture
Emergency Loan Fund of Northwest N.C.
1983
Established by the Donors Forum of Forsyth County to provide emergency loans to nonprofits in Northwest North Carolina
Robert A. and Constance C. Emken Education Fund
2000
Established to support educational programs
Fenwick-Rice Fund
2004
Established from the Ron and Muriel Rice Fund and the Elizabeth Fenwick Fund for the Downtown Church Center to support the homeless, elderly, children, and the underserved in the community
Victor I. Flow, Jr. Family Fund
2000
Established by Mr. and Mrs. Victor I. Flow, Jr. as an unrestricted fund
Harriet Taylor Flynt Fund
1998
Established by bequest to benefit the handicapped, the elderly, or others with disabilities
Jessica T. Fogle Fund
1964
Established by bequest to support the education and development of North Carolina children
Claire Lockhart Follin-Mace Fund
1991
Established by family and friends to benefit physically disabled individuals in North Carolina
Established by the estate of Bobby A. Daniels to benefit mentally handicapped people of Winston-Salem and Forsyth County
Unrestricted and Field of Interest Funds, continued FUND
YEAR
PURPOSE
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
1970
Established by bequest as an unrestricted fund
Samuel A. and Roslyn S. Harris Fund
1980
Established by bequest as an unrestricted fund with special interest in music education
Vicki Van Liere Helms Art Fund
2004
Established in memory of Vicki Van Liere Helms by her family and friends to support organizations and programs serving aspiring painters, sculptors, and other artists
Bob and Ruth Herring Fund
2003
Established as an unrestricted fund by Mr. B. J. Herring
Margaret and Harrell Hill Fund
2007
Established as an unrestricted fund
William D. and Jane F. Hobbs Fund
2008
Established by charitable bequest to support the poor and needy of the community
William and Allan Hollan Charitable Fund
2004
Established with memorial gifts to William E. Hollan, Sr. to support human services
Raymond B. Hooker, Jr. Fund–Unrestricted
2000
Established by an estate gift as an unrestricted fund
Mae W. Hubbard Trust
1987
Established by bequest as an unrestricted fund with special consideration for the development, welfare, and education of underprivileged and handicapped children
Allan M. Hutcherson Fund
1944
Established by bequest for Forsyth County youth programs with special consideration to those affecting underserved minority children
Earline heath King Fund
2005
Established to support art and art-related endeavors of the Foundation within North Carolina
Louis and Gretchen Klaff Trust
2010
Established by bequest from Louis and Gretchen Klaff to support at-risk children
Martha K. Knott Fund
1926
Established to provide support for general charitable purposes
R. Edward Lasater Endowment Fund
1950
Established to provide support for general charitable purposes
Lassiter Animal Welfare Fund
2003
Established with an estate gift from Allene D. Lassiter for the benefit of animals in Forsyth County
Lipscomb Fund
2004
Established in honor of Guy and Margaret Lipscomb by their granddaughter
Frank E. Llewellyn T.B. Fund
1970
Established by bequest by Elizabeth P. Llewellyn for general health purposes with a priority for tuberculosis purposes whenever possible
John C. Long, M.D. Fund
1994
Established by friends of Dr. Long for support in the area of health
Elizabeth Lovett Education Endowment
1996
Established as a fund to support education
Thomas Jack Lynch Memorial Fund
1996
Established by an estate gift as an unrestricted fund
Harvey Seward Martin Fund
1996
Established by bequest by Mrs. Martin for educational purposes at the discretion of the Foundation Committee
[40] FUNDS AND DONORS
the winston-salem foundation annual report
Unrestricted and Field of Interest Funds, continued FUND
YEAR
PURPOSE
Masich Fund
2004
Drane V. McCall Fund for Winston-Salem Beautiful
2008
Established by Jane and Tony Masich as an unrestricted fund Established by Dr. Bill McCall in honor of his wife, Drane V. McCall
John Alexander McClung, DDS, FACD Trust
1994
Established by Mary Louise Gray in memory of her father to support Christian-related programs or organizations in the local community as determined by the Foundation
Isabel McRae Fund
1981
Established by bequest as an unrestricted fund
Michalove Fund
2004
Established as an unrestricted fund with 41 consecutive years of contributions to the Community 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
Mary A. Payne Charitable Fund for Human Services
2009
Established by the Mary Ann Payne Revocable Charitable Trust to benefit human services
Thomas R. and Georgia L. Pepper Family Fund
1997
Established by Dr. Francis D. Pepper in memory of his grandparents as an unrestricted fund
Kerr and Naomi Pinnix Discretionary Fund
2006
Established by a testamentary trust created by Naomi Ingram Pinnix to provide financial counseling and advice
Pfafftown Jaycees Community Fund
2005
Established by the Pfafftown Jaycees
Pleasants Hardware Company Trust
1987
Established for general charitable purposes
Nancy T. Pleasants Community Development Fund
1997
Established to support economic development, education and training, leadership development, community long-range planning, community appearance, historic preservation, and regional cooperation
Virginia S. Pleasants Fund
1996
Established by an estate gift as a discretionary fund
Bess Gray Plumly Fund
1965
Established by bequest for general charitable purposes of the Foundation
Etta Mae Pope Trust
2000
Established by Louis B. Pope in memory of his sister to support the poor and needy
Stokes Ivey and Orpha Marie Leonard Pope Family Trust
2000
Established by Louis B. Pope in memory of his parents to support the poor and needy
Donna Germain Rader and Martin H. Rader Fund
2005
Established as an unrestricted fund to honor the memory of Donna Rader’s parents, Owen E. Germain and Emilie Drapalski Germain
R.J. Reynolds Tobacco Company Fund
1975
Established as a part of the company’s 100th anniversary celebration
Mary Neil Henderson Rice Fund
1998
Established by Thomas B. Rice, III in memory of his mother as an unrestricted fund
Mr. and Mrs. Thomas B. Rice Memorial Fund
1991
Established by family and friends for general charitable purposes
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
Richard K. Scott Memorial Fund
2011 Established by clients of Mr. Scott as an unrestricted fund
Louis and Jane Shaffner Fund
2007
Established as an unrestricted fund
Emma Jane Skinner Fund
2001
Established by Frank B. Hanes to support human services organizations
Peggy and Ralph Stockton Fund
1995
Established as an unrestricted fund
Ralph and Frances Stockton Trust
1993
Established as an unrestricted fund
Colin and Mary Louise Stokes Fund
1991
Established as an unrestricted fund to support charitable purposes in Forsyth County
Lillian S. Stultz Fund
1982
Established by bequest for general charitable purposes of the Foundation
Sturmer Samaritan Fund
1997
Established by Martha M. Sturmer in honor of her in-laws, Charles A. and Ernestine Hill Sturmer, to provide support for financially needy patients and residents in nursing homes in Forsyth County Unrestricted and Field of Interest Funds – continued on next page
the winston-salem foundation annual report
FUNDS AND DONORS [41]
Unrestricted and Field of Interest Funds, continued FUND
YEAR
Edward and Mary Alice Tarulli Fund
2006
Robert Edwin Taylor and Margaret Long Taylor Memorial Fund
2005
PURPOSE Established with the charitable remainder of a charitable remainder trust to provide services or programs that benefit individuals who are visually handicapped Established with the remainder of the Margaret Long Taylor Charitable Remainder Unitrust
J.C. Tise Fund
1927
Nelson and Dorothy Tomlinson Fund
1997
Established by bequest to support general educational purposes with an emphasis on programs providing enrichment and outreach 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
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
Established through the estate of Nell Kerns Waggoner
Bobby Ray Wilson Human Fund
1996
Established to benefit incarcerated persons in Forsyth County
Nancy H. Wilson Fund
2009
Established by bequest for unrestricted purposes
Winston-Salem Foundation Staff Endowment
2002
Established by B. Thomas Lawson in honor of his former Winston-Salem Foundation colleagues
Edna Motsinger Wooten Fund
2010
Established by bequest for unrestricted purposes
Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped
1984
Established to provide recreational opportunities for the handicapped
ENDOWED FUNDS
DONOR-ADVISED FUNDS
D
ONOR-ADVISED FUNDS ENABLE UP TO TWO FAMILY GENERATIONS of advisors to make charitable grant recommendations before converting to another endowed fund type. These funds are a convenient method of simplifying charitable giving and are an attractive alternative
to a private foundation.
NEW FUNDS IN 2012 Bert and Joy Bennett Family Fund
Deem/Turner Charitable Endowed Fund For Katie’s Sake Endowment Dorothy R. Hilton and J. Glenn Hilton Family Fund Stanhope A. and Elizabeth P. Kelly Family Advised Fund Kind Kids Care Advised Fund Kulynych Children Advised Fund Jeff and Debbie Long Fund M3 Family Fund Jim and Mary Allen Martin Fund McHugh Family Fund James H. Millis, Jr. Family Advised Fund Windfall Fund
FUND
YEAR
William T. and Sylvia F. Alderson Fund
1997
Susan and Jerry Arnold Trust
2011
Robert G. Auchincloss Fund
2000
Philip S. Auchincloss Fund
2000
Marshall B Bass Children’s Fund Endowment
2004
Bartlett and Wyatt Bassett Fund
2004
Andrew Beattie Endowment
2010
Ted and Charlotte Blount Fund
1997
Karla Bolen Memorial Fund
2003
Elizabeth E. and Henry M. Booke Trust
1994
Sam and Anne Booke Family Trust
1989
Julian R. and Mary P. Bossong Fund
1998
Skip and Beth Boswell Trust
2007
Braswell Family Charitable Fund
1995
Mike and Wendy Brenner Trust
2002
Paul and Judy Moore Briggs Family Fund
2000
Royall and Alice Brown Advised Trust
1993
John and Terrie Davis Family Fund
1999
Royall R. Brown, Jr. Advised Trust
1992
DeForest Family Fund
2003
Budd Group Foundation
2001
Ashley Holland Dozier Charitable Fund
1998
Christopher David Budd Fund
1996
Driscoll Family Fund
1997
Joseph R. Budd Family Trust
1997
Joseph B. and Mary M. Dudley Advised Fund
1997
Nathan, Jordan, and Nicholas Budd Fund
1998
Nancy W. Dunn Trust for Spiritual Development
1995
Richard P. and Sylvia S. Budd Fund
1983
Mignon Durham Charitable Fund
1997
Burr Family Trust
2006
Christopher Richard Eagan Fund
2002
John W. Burress Advised Fund
2008
EHI Fund
2004
Cardwell-Archer Charitable Fund
2001
Lynn and Barry Eisenberg Endowed Fund
1998
Douglas and Marilyn Cardwell Fund
2010
Elkin Community Trust
1993
Mary J. and Kenneth P. Carlson Advised Fund
2000
C.B. Eller Education Fund
1987
Carr Family Advised Fund
2006
Grace H. Emken Fund
1993
Sam N. Carter and Pauline H. Carter Fund
2000
Ann and John Faris Community Fund
2008
Cawood Charitable Fund
1993
Finley-Anderson Fund
1994
Lee Chadwell Fund
2002
Firetree Fund
2008
Chuck and Bobbie Chambers Advised Trust
1992
Robert and Carol Ford Charitable Trust
1996
Chapman Family Fund
2010
Fries-Willingham Fund
2011
Lucy Hanes Chatham Fund
1949
James A. and Elizabeth K. Fyock Trust
1999
Lucy Hanes Chatham Library Fund
1951
Gaddy Educator Fund
2010
Richard T. Chatham Fund
1972
Dr. Kenneth R. Gallup, Jr. Family Charitable Fund
1996
Thomas Lenoir and Anna Hanes Chatham Fund
1998
Thad W., Mildred B. and Kathryn W. Garner Trust
1998
Gerald and Lee Ann Chrisco Family Trust
1998
Genesis Fund
2007
Robert Clark Family Fund
1997
Glade Valley School Fund
1988
Phillip M. Clifton, MD Memorial Fund for Children
2003
Annie Bennett Glenn Fund
2010
Brenda Kulynych Cline Fund
1998
Madlon and Kirk Glenn Family Fund
2010
Clover Street Fund
2003
Alice O’Kelley Goodson and William A. Goodson, Jr. 1991 Family Trust
Ron and Jeff Coppage Cancer Fund
1999
A. Robert Cordell Family Trust
1998
Joan R. and David L. Cotterill Advised Trust
1994
Credence Fund
1997
Bill and Betty Gray Davis Fund
2000
Alice Jane Goodson Fund
2011
William A. and Georgia H. Goodson Fund
1968
Louis and Marcia Gottlieb Family Fund
1996
Margaret N. Graham Art Fund 1942 Donor-Advised Funds – continued on next page
the winston-salem foundation annual report
FUNDS AND DONORS [43]
Donor-Advised Funds, continued FUND
YEAR
Bernard and Anne Howell Gray Advised Fund 1998 for the Community Green Angel Fund
1997
J.T. Greene, Jr. Charitable Trust
1995
Emily Grousbeck Fund
1988
Hanes Family Downtown Fund
2003
R. Philip and Charlotte M. Hanes Community Trust
1988
Harrison Family Fund
2001
Sam and Kathryn Hauser Fund
2005
Thomasine Herring Hayes Fund
2009
L. Stephen Hendrix Fund
2001
Emily Millis Hiatt Fund
2010
Judith Hoots Family Fund
2005
B.F. Huntley and Josephine Huntley Trust
1997
David A. and Roberta W. Irvin Fund
2000
Janeway Family Fund
1996
W.T. and Mary Cobb Jenkins Family Fund
2005
Bill Johnson Trust to Benefit Stokes County
1999
Florinda C. Johnson Charitable Fund
2005
Garland Johnson Fund for the Benefit of Elkin 2001 Public Library J. Michael Johnston Memorial Fund
1996
Jones Family Fund
2006
Leon and Renee Kaplan Fund
1999
Dale and Mary King Fund
2004
L. Andrew Koman and Leigh E. Koman Fund
1999
Thomas J. and Lynne Koontz Charitable Trust
1996
A. Thad and Margaret W. Lewallen Advised Trust
1994
A.J. Linville Memorial Fund
2006
Lippard Traumatic Brain Injury (TBI) Fund
2011
Lowy Family Fund
1997
Lydia Phillips McCabe Advised Fund
1997
McGowen Charitable Fund
1996
McGuirt Family Fund
1996
J. Frank and Laura Turnage McNair Charitable Trust
1996
William and Kim Means Charitable Fund
1996
Medlin Charitable Fund
1994
John and Kelly Merritt Family Charitable Trust
2007
Henry S. Miller Advised Fund
2005
Molly Millis Hedgecock Fund
2010
[44] FUNDS AND DONORS
James and Deborah Millis, Jr. Fund
2009
Guy and Liz Rudisill Fund
1993
Dr. John H. and Elizabeth B. Monroe Fund
2002
Benjamin and Avon Ruffin Family Fund
2007
Elsie L. Morris Fund
1999
Jack and Betty Runnion Fund
1996
Morgan Family Charitable Trust
2010
Pearl and Ray Sams Family Trust
2000
Gene and Margaret Motsinger Family Fund
2006
Phoebe B. and William M. Satterwhite, Jr. Fund
2005
Mil and Marsh Naugle Fund
1999
Daniel and Linda Sayers Charitable Fund
1996
Neal Family Fund
2001
Margaret Scales and Graydon Pleasants Endowment 2007
Lucian and Robie Neal Fund
2002
Andrew J. and Ellen N. Schindler Advised Fund
Stephen L. Neal Advised Fund
1997
Adrian R. and Robert D. Shore Trust
1999
T. David Neill Family Fund
1998
SKM Charitable Fund
2004
O’Brien Family Fund
2005
Katie Sleap Memorial Fund
2005
Sam C. Ogburn, Sr. and Mary Ceile F. Ogburn Fund
2007
Zach Smith Fund
2009
Orr Family Charitable Trust
1999
F. Conard and Jean Snyder Fund
2005
Katherine W. Otterbourg Fund
2003
Morris and Lillian Sosnik Memorial Fund
1987
Barbara and C.T. Overby Youth Golf Fund
2006
Jonathan Mark Spaugh Memorial Charitable Fund
2010
Marlene and Craven Page Trust
1997
William A. and Eleanor W. Starbuck Advised Fund
2010
Dwight E. and Annie E. Pardue Advised Fund
2004
William A. and Eleanor W. Starbuck Charitable Fund 2010
Harry O. and Margaret W. Parker Family Trust
2006
Rufus T. Stedman Memorial Fund
1931
Nathan E. and Lisa J. Parrish Advised Fund
2007
Nealie Belk Stevens Fund
1962
Eugene and Ann Paschold Fund
1996
Richard and Wendel Stockton Fund
1997
Bob Pate Memorial Fund
1987
Janice Kulynych Story Fund
1998
Pauline Davis Perry Fund
1996
Charles V. Taft Family Charitable Trust
1995
L. Gordon and June D. Pfefferkorn, Jr. Trust
1993
John A. and Marguerite B. Taylor Fund
1986
L. Gordon, Jr. and June D. Pfefferkorn Trust-2
1999
Steve and Carolyn Phelps Fund
2011
Thompson/Rotary Club of Winston-Salem 1950 Educational Fund
Piedmont Federal Fund
1993
Ruth M. and Clifton E. Pleasants Trust
1990
Michael J. Pollak Trust
1995
Ashburn Wright Wall Pollock Charitable Trust
1994
Frances and Steve Porter Family Fund
2010
Billy D. and Deborah Prim Donor Advised Fund
2004
Gladys Cain Pulliam and Grady R. Pulliam, Jr. Fund
2007
Realty-Analytix Triad Stewardship Fund
2009
David and Deborah Rice Fund
1995
Roaring Gap Community Fund Endowment
2010
Roaring Gap Fund Education Endowment
2011
T. Wayne Robertson Memorial Fund
1998
Roslyn Trust
2000
Rubin Family Fund
2000
Tom and Kathy Rucker Charitable Trust
2000
the winston-salem foundation annual report
2004
Thornton Family Fund
2001
Tuttle Family Charitable Fund
2005
Harry and Nancy Underwood Advised Trust
1994
Margaret M. Urquhart Advised Fund
2001
Carolyn H. Vaughn Fund
1997
Wake Forest Baptist Church Fund
1992
Wall Family Trust
2002
Maytrice Walton Fund
2010
Ward Family Advised Trust
1995
Sharon L. Washington-McBryde Memorial Fund
2005
Bill and Judy Watson Fund for the Arts
2011
Jean and Phil Waugh Family Trust
2001
Edward Kent Welch Memorial Fund
2005
A.T. Williams Oil Company Fund
1988
A. Tab Williams, Jr. Crime Prevention Fund
1996
Donor-Advised Funds, continued FUND A. Tab Williams, Jr. Public Education Fund
YEAR 1996
Catherine R. Williams Family Fund
2003
John W. and Donna H. Willingham Advised Fund
2006
Diana Dyer Wilson Endowment Fund
1971
Jane Butler and J.D. Wilson Family Trust
1983
Paula Wimmer Memorial Fund
2006
Ann King Windham Fund
2004
Winston-Salem Dash Baseball Community Trust
1999
Winston-Salem/Forsyth County Economic 1985 Development Fund Winston-Salem Forsyth County Excellence in 1982 Education Endowment Fund Winston-Salem Police Benefit Fund
1980
Winston-Salem Regional Association of REALTORS 2005 Charitable Fund Winston-Salem Twin City Host Lions Club 1999 Endowment Fund Wolfe Family Fund
2000
Woman’s Club of Winston-Salem
1935
Women’s Fund Endowment
2007
Rick and Lyn Worf Fund
1998
Elizabeth L. Wyeth Fund
1998
Bryan D. and JoAnn M. Yates Fund
2008
Lynn and Jeff Young Charitable Fund
2010
Yasser and Georgia Youssef Family Trust
2008
Youth Philanthropy Initiative
2004
Blanche Raper Zimmerman Fund
1986
the winston-salem foundation annual report
FUNDS AND DONORS [45]
ENDOWED FUNDS
DESIGNATED AND AGENCY ENDOWMENT FUNDS
D
ESIGNATED FUNDS are established by donors who wish to provide annual support to specific charities in perpetuity. Should the organization(s) cease to exist, the Foundation has the responsibility to ensure that a donor’s original intent is met. Charitable organizations can establish
AGENCY ENDOWMENT FUNDS to enhance their work in the community and to support their long-term sustainability. NEW FUNDS IN 2012
PURPOSE
Florence Corpening YWCA Mission Fund
Established by the YWCA to honor Florence Corpening upon her retirement
Athalene Couch Fund
Established with the remainder of a charitable trust to benefit designated charities
Virginia Scully Hart Memorial Fund
Established in memory of Virginia Hart by her daughters to support the Elkin Public Library
Johnson Legacy Fund for Art
Established by Joia M. Johnson to support scholarships for students studying at Penland School of Crafts, Inc.
FUND
YEAR
Big Brothers/Big Sisters Services, Inc. Endowment
1996
Louise and Sam Adams Designated Fund
2005
Mary Leight Booe Fund
1989
Joyce Adger Endowment for Bethesda Center
2009
2004
Emily Allen Wildflower Preserve Protection and Management Endowment
2001
Daniel and Jo Ann Boucher Industries for the Blind Endowment Gertrude and Morris Brenner Fund
1993
Celeste Tucker Alspaugh Memorial Trust
1964
Hal Brownfield Endowment
2007
John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust–Children’s Home
1964
Buena Vista Median Restoration Endowment
2011
American Red Cross (Northwest North Carolina Chapter) Endowment Fund
1997
Nick Bunce Friendship Fund
2002
Bryon Tyler Burdick Memorial Fund
1989
Amos Cottage–Harry O. Parker Wing Fund
2004
Bess Lee Burke Memorial Fund
2003
Arts Council Endowment Fund
1957
Arts for Life Endowment
2008
Ashburn Trust–Bowery Mission and Young Men’s Home
1970
Ashburn Trust–World Vision
1970
Associated Charities Fund
1928
Sarah Austin Child Development Center Trust
1995
Sarah Austin Family Services Shelter Trust
1991
Mary Ruth B. Barrett Fund
2006
Celestine Pate Bass Memorial Hospice Fund
2007
Marshall B Bass Best Choice Center Endowment Fund
1997
Marshall B Bass Fund for Senior Services
2008
Marshall B and Celestine P. Bass Endowment for St. Anne’s Episcopal Church Child Care Center
2008
Bill and Hallie Beckerdite Trust Fund
2010
Nathalie L. Bernard Fund
1963
[46] FUNDS AND DONORS
Albert L. Butler, Jr. and Elizabeth Bahnson Butler Fund 2011 Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund-Designated
2000
Calvary Baptist Church Fund
1998
Camp Civitan Fund
1986
William Joyce Camp Dogwood Endowment
1995
Dorothy M. Carpenter Fund
2008
Carr Family Fund–Designated
2006
The Centers for Exceptional Children Endowment
2010
Centenary United Methodist Church Sunday School Fund
1927
Perry B. Clark Memorial Fund of Leadership Winston-Salem
1987
A.F. Clement Trust–Designated
2011
Joel and Blanche Clingman Charitable Trust
2009
Community Care Center for Forsyth County, Inc. Endowment
2007
the winston-salem foundation annual report
Community Marrow Donor Program, Inc.– Forsyth County Area Endowment
2000
Nottie Riddle Cook Fund
1986
Planned Parenthood Dewitt Cordell Education Endowment
1987
Crimestoppers Endowment Fund
1992
Crisis Control Ministry, Inc. Endowment Fund
1987
Crosby Endowment Fund
1987
Crosby Scholars Endowment Fund
2008
Selden Cundiff Memorial Trust for the Endowment 2002 of Holly Haven care home of AIDS Care Service, Inc. Bunny and Bill Davis Highland Scouting Fund
2000
Elkin Public Library Endowment
2011
Enrichment Center Endowment
2006
Alex C. Ewing North Carolina School of the Arts Campus Fund
1999
John H. Felts, M.D. Fund
2000
Forsyth Jail and Prison Ministries Endowment
2002
Forsyth County Dental Society Endowment
2010
Friendship Force of Central North Carolina Fund
1987
Guy R. and Florence M. Fulp Charitable Trust
2000
Galloway Memorial Episcopal Church Endowment
2009
Germanton United Methodist Church Fund
2005
J. Kirk Glenn Jr. Endowment for Crisis Control Ministry
2008
Goodwill Industries of NW NC, Inc. Endowment
1997
William (Billy) and Maggie Gordon Memorial Fund for Haw Pond Church of Christ
1998
Designated and Agency Endowment Funds, continued FUND
YEAR
Grace Court Trust
1996
Bowman and Gordon Gray Trust
1970
Bowman Gray Trust– Bowman Gray School of Medicine
1970
Gordon Gray Trust– Bowman Gray School of Medicine
1982
James A. Gray Endowment
1946
James A. Gray Foreign Mission Fund
1948
Group Homes of Forsyth, Inc. Endowment
1993
Habitat for Humanity of Forsyth County Endowment Fund–II
1999
Mr. and Mrs. F. Borden Hanes, Jr. Designated Trust Gordon Hanes Memorial Endowment for Crisis Control Ministry
Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center
2006
Jane R. Kennedy Endowment Fund
1989
Louis and Gretchen Klaff Trust-Designated
2010
Petro Kulynych/Blue Ridge Parkway Foundation Endowment
2003
John W. Landingham Fund
2009
Peggy Bowen Leight Fund
2001
Maintenance Trust for Lewisville United Methodist Church
1998
Fred Taylor Peden Trust of St. Paul’s Wilkesboro
2001
Penland Endowment for Art Education
2010
Penland School of Crafts Fund
1983
Francis D. and Fannie Byrd Smith Pepper, Sr. Fund
1997
Francis D. and Phyllis Canup Pepper, Jr. Fund
1997
Louise A. Peterson Trust
2002
Pfafftown Jaycees Designated Fund
2005
Piedmont Opera Endowment Fund
1987
Kerr and Naomi Pinnix Designated Fund
2006
Little Theatre Endowment Fund
1996
Pinedale Christian Church Fund
1997
Lloyd Presbyterian Church Fund
2001
Julia Davis Pollard Memorial Fund
1969
2010
Regina Derwin Lofland Fund
2009
Orpha Marie Leonard Pope Fund
1986
1995
Elise Ann Long Memorial Fund
1995
Richard and Barbara Pope Trust
1998
Love’s UMC Capital Needs Fund
2008
Larriston Hill Powers Memorial Fund
2005
Love’s United Methodist Church Memorial Fund
2008 1997
Preservation North Carolina–Winston-Salem Regional Office Endowment Fund
1997
Jennifer Lowy-Dock Fund Lowy Fund–Shepherd’s Center
2000
Jacob F. Hanes Fund for The Children’s Home
1935
Jacob F. Hanes Fund for Superannuated Methodist Ministers
1935
Joan H. Hanes Fund
1983
Lewis Lee and Suzanne Ellis Hawley Memorial Fund
2008
Charles E. and Pauline L. Hayworth Fund
1994
Thomas K. Hearn, Jr.– Leadership Winston-Salem Scholarship
2010
Henderson Endowment for Galloway Memorial Episcopal Church
Anne and Bill Magness Meals-on-Wheels Fund
2008
G.L. Millsaps Memorial Trust
2000
J. William Moir Charitable Trust
2006
Montague Scholarship Medal Fund
1939
2010
William G. Montgomery, MD Fund for Senior Services
1995
Ada Hill and Jesse Davis Powers Fund
2005
1981
Mary Hill Habitat for Humanity Fund
1996
National Trust for Historic Preservation in the United States
Lawrence and Wilda Hine Charitable Fund
2011
1992
William D. and Jane F. Hobbs Rector’s Discretionary Fund of St. Paul’s Episcopal Church
2008
North Carolina Academy of Physician Assistants Endowment George S. Norfleet Bible Fund
1932
James E., Jr. and Betty Jones Holmes Fund
1999
Elizabeth C. and Ralph B. Ogburn Fund
1984
Lawrence Byerly Holt, MD Memorial Fund
1988
Raymond B. Hooker, Jr. Fund–Designated
2000
Hope Trust of Crisis Control Ministry
1995
Judith and Marbry Hopkins Endowment
1996
Louise S. Hunter Fund
2004
Institute for Dismantling Racism Endowment
2009
Viola and Dwight Jackson Memorial Fund
1999
Ella Mae Johnson Fund
1994
Johnson Family Cemetery Trust Fund
1999
Jimmy Johnson Memorial Fund
2005
June Porter Johnson Fund for Salem Academy and College
2006
Trey Jones Philmont Scholarship Fund
2007
Junior League of Winston-Salem Endowment Fund
1998
Old Hickory Council/Camp Raven Knob Endowment 1989 Old Hickory Council Endowment Fund
1997
Harry O. and Margaret W. Parker Ophthalmology Research Fund
2004
Margaret W. Parker Fund for Amos Cottage– Discretionary
2004
Margaret W. Parker Fund for Amos Cottage– Operations Margaret W. Parker–Ronald McDonald House of Winston-Salem Endowment Fund
Kenneth O. Raschke Literacy Initiative Trust
1996
Mary Neil Henderson Rice Designated Fund
2010
Stephen G. Richey Memorial Fund
1986
Wood Richmond Memorial Fund
1960
Golding H. Riddle Fund
1953
Golding H. Riddle St. Paul’s Episcopal Church Fund
2001
Right Turns for Youth Endowment
2003
Jimmy Roddick Fund
2010
Ronald McDonald House of Winston-Salem, Inc. Endowment Fund
1985
Lorraine Flynt Rudolph Endowment Fund
2004
St. Paul’s Episcopal Church Endowment
1946
St. Paul’s Episcopal Church Mission Fund
1950
St. Paul’s Wilkesboro Endowment Fund
2001
St. Philip’s Episcopal Church Fund
1953
St. Stephens Episcopal Church Endowment
1997
Samaritan Ministries Endowment Fund
2001
Sawtooth School for Visual Art Endowment
1996
2004
Sawtooth School for Visual Art Scholarship Fund
1996
1998
Second Harvest Food Bank of Northwest North Carolina Fund
1997
Senior Services, Inc. Endowment
1994
R.Y. and Eileen Sharpe Fund
1983
James Reynolds Sheffield, Sr. and James Reynolds Sheffield, Jr. Trust
1995
Shepherd’s Center of Greater Winston-Salem Endowment Trust
2005
Irving and Minnie Sheppard Memorial Fund
1999
Otis B. and Genevieve W. Parrish Endowment Fund II 1992 Outer Banks Relief Foundation Fund
2011
Mary A. Payne Charitable Fund
2009
Lucy Paynter Fund
2005
Peace Haven Baptist Church of Winston-Salem Endowment
2010
Unrestricted and Field of Interest Funds – continued on next page
the winston-salem foundation annual report
FUNDS AND DONORS [47]
Designated and Agency Endowment Funds, continued FUND
YEAR
Sloan S. Sherrill Fund
1978
Richard Edmund Shore Memorial Fund
2003
Siloam Baptist Church Endowment Fund
1997
Paul and Sara Sinal Fund
1997
Frances Horne Smith and Howard H. Smith Memorial Fund
1968
Gilbert W. and Gail S. Spencer Fund
2008
Sprinkle Mission Fund
1982
Stafford Fund for Bunker Hill Cementery
2011
Pearl Fields Stafford Fund for Salem Academy
2011
Lucy L. Stedman Memorial Fund
1931
Ruth Stevenson Stewardship Endowment
2004
Ralph and Peggy Stockton Arbor Acres Fund
2006
Sturmer Spay and Neuter Fund
1993
Summit School Endowment Fund
1959
Robert E. Taylor Memorial Fund
1995
William Mills and Margaret Parks Taylor Fund
2007
Tower Fund
2008
Trinity Center Endowment Fund
2000
Bynum E. Tudor Fund for Reynolda House Museum of American Art
2001
Unitarian Universalist Fellowship Endowment
2002
United Way Caring Shares Endowment
1990
United Way Joel A. Weston, Jr. Memorial Endowment
1988
Forrest and Gene Vogler Arts Endowment
2008
H. and E. Vogler Fund
1978
Voluntary Action Center Training Endowment Fund
1986
Spencer and Nell Waggoner Charitable Fund– Designated
2005
John and Pauline Hoots Waller Trust
1999
Ina B. Watson Trust
2000
Wilkes Library Endowment
2001
Wilkes Playmakers Inc. Endowment
2007
Mr. and Mrs. A. Tab Williams, Jr. Fund
1998
A.T. Williams, Jr. Family Fund for St. Paul’s Episcopal Church
1993
A. Tab Williams, Jr. Fund for the Salvation Army of Winston-Salem
1996
A. Tab Williams, Jr. St. Paul’s Building Fund
2007
LuTelle Sherrill Williams Fund
1986
[48] FUNDS AND DONORS
Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center
2001
William F. and Jane Gilbert Womble Fund for Arbor Acres
2010
Diana Dyer Wilson Organ Maintenance Fund
1993 2009
William F. and Jane Gilbert Womble Fund for Senior Services
2010
Winston-Salem Civitan Fund Winston-Salem Delta Fine Arts, Inc. Endowment Fund
1995
World Law Fund
1994 1999
Winston-Salem National Little League Endowment
2000
Bland and Ada Worley/Blue Ridge Parkway Foundation Trust
Winston-Salem Piedmont Triad Symphony Heritage Fund
1999
Winston-Salem Symphony Chair Endowment Fund
1971
Dorothy E. Wolf Charitable Fund
2010
Wolfe Family Charitable Fund
1996
Wolfe-Steele Young Life Trust
1996
Jane Gilbert Womble Fund
2010
the winston-salem foundation annual report
Hal G. Worley Endowment Fund
2011
Chris Yarborough Memorial Sawtooth Center Library Trust
1998
YMCA of Greater Winston-Salem Heritage Club Endowment
1995
Special Children’s School–Jacqueline Styers Young Fund
2001
ENDOWED FUNDS
STUDENT AID FUNDS
S
INCE 1923 THE FOUNDATION’S STUDENT AID FUNDS have provided local students with the resources to pursue their academic goals. Donors may establish scholarships or grants to support students from a particular high school, church, or county, or for those who attend a specific
college or university. NEW FUNDS IN 2012
PURPOSE
Azalee Clements Memorial Scholarship
Established by her son, Michael Clements, and with memorials from family and friends of Azalee Clements to provide scholarships to graduating high school seniors who attend Christ Church in Bronx, NY
Denver Lindley, Jr. Arts Scholarship Fund
Established as a scholarship fund for visual arts students from Dare County, NC
Douglas N. Marlette Memorial Scholarship Fund
Established with memorial gifts from friends and family to support scholarships for students attending the UNC School of Journalism and Mass Communication
Albert Morgan, Jr. and Olivia E. Morgan Scholarship
Established by Olivia Morgan to provide scholarships for graduating high school seniors planning to attend Livingstone College, Winston-Salem State University, or NC Agricultural & Technical State University, and pursuing careers in the fields of education or hospitality
Harry C. Morgan Memorial Scholarship
Established by David R. Morgan in memory of his father to provide scholarships for engineering students
FUND
YEAR
Clyde and Martha Aldridge Scholarship
2007
Annie S. Alexander Memorial Scholarship
2009
Kate Allred Education Grant
2010
William H. Andrews/HAWS Scholarship Fund
1993
Zack H. Bacon IV Scholarship
2005
Marshall B Bass Endowed Scholars Program at 2002 Winston-Salem State University Marshall B Bass Scholars Endowment Program at 2005 Forsyth Technical Community College Marshall B Bass Scholars Endowment Fund at 2007 Livingstone College Marshall B Bass Scholars Fund at Voorhees College
2004
F. A. and Charlotte Blount Scholarship
2007
Sam L. Booke, Sr. Scholarship Fund
1989
Boyles-Eidson Scholarship Fund
2001
Jeanna Brown Memorial Scholarship Fund
1986
Tien Bui Memorial Scholarship
2007
Bryon Tyler Burdick Memorial Fund
1989
Wes Burton Memorial Scholarship
2005
Carver High School Alumni Association Scholarship 2010 Mark Collier Caudill Scholarship
2011
Ray S. Church Memorial Scholarship Fund
2006
A.F. Clement Trust for Scholarships
2011
Gwenn Steward Clements Scholarship
2009
Elmer and Rosa Lee Collins Scholarship
2006
Lloyd E. and Rachel S. Collins Scholarship Fund
2001
Mary Rowena Cooper Scholarship Fund
1991
Ray and Jackie Cope Scholarship Fund
2005
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
Oliver Joel and Ellen Pell Denny Healthcare Scholarship 1985 Joyce and Jim Dickerson Scholarship Fund
2000
Digestive Health Specialists Scholarship
2010
Wade and Marcelene Duncan Scholarship Fund
2004
Billy Dwight Memorial Scholarship
2011
East Forsyth High School Alumni Scholarship
2002
James M. and Mary P. Edwards Memorial Scholarship 2010 James L. Einstein College Scholarship Fund
2009
Marlene Marie Pope Flinchum Scholarship
2001
Forsyth County Nursing Scholarship Fund
1969
William Ragsdale Froelich Memorial Scholarship
2010
Joe E. Gaddy, Jr. and Margaret W. Gaddy Scholarship 1995
The Garden Club Council of Winston-Salem and 2004 Forsyth County Scholarship Matthew Alan Gfeller Memorial Scholarship
2009
Claire Tillson Gladding Scholarship
2010
James A. Gray High School Alumni Scholarship
2002
Josh Gray Memorial Scholarship
2010
Robin and Danny Greenspun MBA Scholarship
2011
Claude B. Hart Memorial Scholarship
2004
William T. Hatch and Mabel P. Hatch Scholarship Fund 1994 Fred and Mozelle L. Hinshaw Scholarship Fund
1995
Walter R. Hoag Scholarship Fund
1990
Fred Colby Hobson Scholarship Fund
1994
Brevard R. Hoover, Jr. Leadership Award
2007
I.W. Hughes Scholarship Fund
2008
Sergeant Mickey Hutchens Leadership Scholarship
2009
A. Ruth Hutchins Memorial Scholarship
2010
Elizabeth Loving James Memorial Scholarship
2007
John Russell Jarman Scholarship Fund
1996
Flora Royall Johnson Scholarship Fund
1996
Stella B. Johnson Scholarship Fund
1987
Tripp Joye Memorial Scholarship Fund
2009
Kapp-Weaver Scholarship Fund-Greensboro College 1997
the winston-salem foundation annual report
FUNDS AND DONORS [49]
Student Aid Funds, continued FUND
YEAR
L. Gordon, Jr. and June D. Pfefferkorn Scholarship
2004
Kapp-Weaver Scholarship Fund–R.J. Reynolds High 1997 School
L. Gordon, Jr. and June D. Pfefferkorn Scholarship 2004 Fund for Forsyth Technical Community College
J. Lee Keiger, Jr. Family Fund
1999
Philo ABC Memorial Scholarship Fund
Douglas Gray Kimel Scholarship Fund
2007
Joyce Kohfeldt Endowment for Crosby Scholars
2011
Pfafftown Jaycees/Lynn Canada Memorial Scholarship 2005 Fund
Lambeth Family Scholarship
2011
Law Enforcement Benefit Fund
1993
Law Enforcement Family Scholarship Fund
1994
Leinbach Chain-Breaker Scholarship Fund
1992
William H. Lester Packaging and Graphics Scholarship 1990 Fund Johnny Lineberry Memorial Scholarship Fund
2008
L.D. and Elsie Long Memorial Scholarship Fund
1980
Love’s United Methodist Church Scholarship for 2008 Christian Education Love’s United Methodist Church Scholarship Fund
2008
Edwin E. and Grace Kimrey Maddrey Scholarship Fund 2003 Mary Speer Martin Scholarship Trust
1997
R. Bruce Matthews Student Assistance Fund
2010
Mark James Mendenhall Memorial Scholarship Fund 2009 Millennium Charter Academy College Scholarship
2007
Julia Yokeley Miller Memorial Scholarship Fund
1983
N. W. Mitchell/Piedmont Federal Endowed 2003 Scholarship Fund Gray W. Mock Family Scholarship
2005
Chester Arzell and Helen Miller Montgomery 2007 Scholarship Fund Paul Holcomb Murphy Memorial Fund
1983
Paul Holcomb Murphy Memorial Fund–Invested 1983 Income Murray Supply Company Scholarship
2006
Michael Nachman Scholarship Fund
1995
Emma Kapp Ogburn Memorial Fund
1946
Emma Kapp Ogburn Memorial Fund–Invested Income 1946 Orthopaedic Specialists of the Carolinas’ Nursing 2002 Scholarship Willis H. Overby Scholarship
2010
Jeannette Anderson Parker Memorial Scholarship Fund 2008
2001
2003
Elizabeth T. Williams Memorial Scholarship
1999
Edwin H. and Louise N. Williamson Endowed 2007 Scholarship The Winston-Salem Foundation Student Loan Fund
1947
Dean Prim Scholarship Fund
1989
Winston-Salem Hospitals Consortium Nursing 1981 Student Loan Fund
Robert G. Prongay Memorial Scholarship
2001
Erica Wolfe Memorial Scholarship Fund
1998
Patty Brendle Redway Fund
1996
Woodbine Big Dreams Scholarship
2011
Kate B. Reynolds Scholarship Fund
1979
Yadkin County Association of Educators (YCAE) 1985 Scholarship Fund
R.J. Reynolds High School Class of 1968 Memorial 1998 Scholarship Fund John S. and Jacqueline P. Rider Scholarship
2004
Evelyn Ripple Winston-Salem Beta Sigma Phi 1996 Scholarship Fund Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund
1998
Samuel K. Rowland Trust
1928
Salem Lodge #139/Robert A. Miller Memorial 2011 Scholarship Ray and Pearl Sams Scholarship Fund
1999
Samuel Griffin Seawell and Patsy Moore Seawell 2008 Memorial Fund Roy Eugene and Collie Byrd Sebastian Memorial 1997 Scholarship Fund Sharpe Student Loan Fund
1981
Bruce Shelton Scholarship Fund
1991
Thomas E. Shown, MD Scholarship Fund
2006
Jonathan LaRon Skinner Memorial Scholarship
2010
Ann Lewallen Spencer Scholarship Fund
1995
Stultz Scholarship Fund
1982
Summit School Opportunity Fund
2006
Virginia Elizabeth and Alma Vane Taylor Nursing 1966 Scholarship Bill and Cynthia Tessien Scholarship
2011
Jeff Turner-Forsyth Audubon Scholarship Fund
2005
Nell and Spencer Waggoner Scholarship Fund
2005
Art and Dannie Weber Scholarship
2007
Art and Dannie Weber Fund for Forsyth Technical 2007 Community College Erma Drum Webster Fund
1996
Otis B. and Genevieve W. Parrish Scholarship
2010
Alice Conger Patterson Scholarship
2007
A.T. Williams Oil Company Fund II-H. Frank Steelman 2001 Scholarship
William H. and Lena M. Petree Trust
1996
A.T. Williams Oil Company Scholarship Fund
[50] FUNDS AND DONORS
A. Tab Williams, Jr. Scholarship Fund
the winston-salem foundation annual report
1998
Marcus Raper Zimmerman Scholarship Fund 1983
THE WINSTON-SALEM FOUNDATION
SCHOLARSHIP AND EDUCATION GRANT
T
HE WINSTON-SALEM FOUNDATION SCHOLARSHIP AND EDUCATION GRANT, established in 2008, provides scholarships to Forsyth County students as they pursue post-secondary education. Recipients must demonstrate outstanding leadership, school service, and community
involvement and should exemplify the Foundation’s core values of generosity, inclusion, integrity, and excellence.
The Foundation greatly appreciates the previously established student aid funds listed below that were combined to provide the initial funding
for The Winston-Salem Foundation Scholarship and Education Grant. Contributions to the fund from the public are also welcomed as we seek to make our community stronger through the higher education of our youth. COMPONENT FUND
YEAR
Keith Jackson Memorial Fund
1976
N.D. Sullivan Charitable Trust
1971
2006
Andrew Lane Memorial Scholarship
2006
George B. Whitaker Memorial Student Loan Fund
1927
Leo Caldwell Memorial Student Loan Fund
1923
Lasater Student Loan Fund
1927
Stanley Michael Elrod Scholarship Fund
2004
Rachel Tolson Law Memorial Scholarship Fund
2008
Emergency Loan Fund
1937
Ricky Douglas Mitchell Scholarship Fund
2009
Mr. and Mrs. David Friedman
John L. Gilmer Student Loan Fund
1947
Norfleet Memorial Fund
1976
Mr. and Mrs. J. Carlton Deaton
John Gold Memorial Fund
1976
Lucy Simmons Puryear Memorial Scholarship Fund
1994
Dane and Gretchen Martin
Anna Hodgins Hanes Student Loan Fund
1926
W.N. Reynolds Student Loan Fund
1931
Stanley D. Hartgrove Memorial Scholarship Fund
1997
M.D. Stockton Education Fund
1927
Ms. Sara Fox
Guy J. Bridges, Jr. Educational Fund
DONORS IN 2012
the winston-salem foundation annual report
FUNDS AND DONORS [51]
NON-ENDOWED FUNDS
NON-ENDOWED ADVISED FUNDS
N
ON-ENDOWED ADVISED FUNDS allow donors to make grant recommendations from the principal of their fund. Because of the simplicity and efficiency of these funds, many donors use them for annual charitable giving purposes.
NEW FUNDS IN 2012 AEG Fund
JMJ Community Investment Fund
Prince William Community Benefit Fund (Danziger)
Wilba Parrish Brady Advised Fund
Peter and Karen Johnson Advised Fund
Prince William Community Benefit Fund (Grzejka)
Bruce T. and Susan B. Brown Charitable Fund
Lindsay Family Fund
Prince William Community Benefit Fund (Parr)
Charles A. and Sally P. Corpening Family Fund
Ludy Marie Fund
Purcell Family Fund
Deem/Turner Charitable Fund
William L. and Monica E. McSwain Advised Fund
PWB Healthy Lifestyle Fund
Robin and Christopher DeVane Advised Fund
James H. Millis, Jr. Fund for High Point
Frederick P. and Gerrii S. Spach Fund
Dr. Charles H. and Carolyn G. Duckett Fund
James H. Millis, Jr. Fund – Unrestricted
Stanley Family Success Fund
Bob and Gayle Edwards Advised Fund
Leigh Thurston Myers Charitable Fund
Strother-Mayer Fund
Gerald and Lee Evans Family Fund
Robert and Melanie Niblock Charitable Fund
Virginia and Jim Sutton Advised Fund
Alexander C. Ewing Advised Fund
Tom and Marilyn Nicholson Fund
Charles Tinsley Fund
Bobby and Betty Faulkner Fund
Novant Community Benefit Fund (Plyler)
Debbie S. Westbrook Advised Fund
Susie and John Gates Charitable Fund
Novant Community Benefit Fund (Lyles)
Cynthia Williams Advised Fund
Grosswald Family Charitable Fund
Novant Community Benefit Fund (Murphy)
Wilson Family Fund
S.W. Harjes Fund
Novant Community Benefit Fund (Stone)
Womble Carlyle Fund
H & R Hough Fund
Prince William Community Benefit Fund (Dailey)
Tom and Jean Adams Fund
R. Barrett Family Fund
Felice and Richard A. Brenner Fund
David and Liz Albertson Fund
Marshall B and Celestine P. Bass Non-Endowed Advised Fund
Mike and Wendy Brenner Charitable Fund
Hannah Albertson Fund
Michael and Julie Baughan Fund
James T. and Betty S. Brewer Fund
Martha Albertson Fund
Bill and Louise Bazemore Fund
Bridgeford Charity Fund
Elms and Harriet Allen Advised Fund
Edward S. and Barbara T. Beason Advised Fund
Michael Britt Family Fund
Gayle Anderson/Carey Hedgpeth Fund
Stewart and Tracey Beason Charitable Fund
Brookfield Fund
Dr. Stephen G. and Cynthia Anderson Advised Fund
Ranlet S. and Frank M. Bell, Jr. Advised Fund
Grace and Jimmy Broughton Fund
Mr. and Mrs. James N. Andrews Fund
Mr. and Mrs. Graham F. Bennett Advised Fund
Henrietta Dibrell Brown Advised Fund
ARC Fund
Bentley Fund
Kenton and Amy Brown Fund
Marie and Guy Arcuri Family Fund
Bill Benton Non-Endowed Fund
Kirby C. Brown Fund
Douglas D. Arnold and Lynn E. Calhoun Advised Fund
Deborah L. Best Advised Fund
Patty and Malcolm Brown Fund
Dan and Margaret Austell Fund
Mr. and Mrs. H. Lee Bettis Advised Fund
Rodney C. and Martha R. Brown Fund
Dr. Khosrow Bahrani Advised Fund
Frank L. Blum Fund
Callahan Family Fund
Charles S. and Beth D. Baldwin Advised Fund
Paul Breitbach Fund
Canary Fund
Pam and Bill Ball Advised Fund
Brendle Advised Fund
Angela and William Carr Advised Fund
[52] FUNDS AND DONORS
the winston-salem foundation annual report
Non-Endowed Advised Funds, continued Susan Cobb Carson Advised Fund
Kay and Dan Donahue Fund
C. Boyden Gray Advised Fund
Thomas A. and Kay B. Carter Advised Fund
Mr. and Mrs. James W. Douglas Advised Fund
Hunter Gray Advised Fund
David and Deborah Cassels Fund
Mr. and Mrs. Thomas S. Douglas III Advised Fund
Alfa and Gerry Gunzenhauser Non-Endowed Advised Fund
Mr. and Mrs. Thomas H. Caudle Advised Fund
Ashley H. and Graham P. Dozier Advised Fund
Carlota G. Haberkern Fund
Cavanaugh Fund
Dale E. and Luci H. Driscoll Advised Fund
Hall Family Fund
Steve and Tonya Cavanaugh Hope Fund
Noel Lee Dunn Advised Fund
Martha S. Hancock and James A. Hancock, Jr. Advised Fund
Hobart and Adelaide W. Cawood Fund
Eagan Brothers LLC Fund
Kelley and Drew Hancock Advised Fund
Chuck and Bobbie Chambers Advised Fund
David C. Eagan Fund
Hands and Feet Fund
Dudley C. and Winborne S. Chandler Fund
Mary M. Eagan Fund
Ann S. and F. Borden Hanes, Jr. Advised Fund
Barbara F. Chatham Advised Fund
Robert and Amy Egleston Advised Fund
Helen C. Hanes Fund
Jerry and Brenda Cheek Charitable Fund
Eisenberg Family Advised Fund
Jim Hanes Fund
Christopher Fund
Jerry and Janet Enos Fund
Marcus Hanes Fund
Nick and Jennifer Chrysson Advised Fund
Gerald and Ann Esch Donor Advised Fund
Robin M. Hanes Fund
Jeff T. and RenĂŠ F. Clark Advised Fund
Lisbeth C. Evans and James T. Lambie Advised Fund
Kathy and Jim Hardison Advised Fund
Perry and Kelli Clark Charitable Fund
Falken Family Fund
Robert B. and Lisa B. Harrell Non-Endowed Advised Fund
Gwenn S. and Michael L. Clements Advised Fund
Donna and Michael Fina Advised Fund
John and Anne Harrison Advised Fund
D. Elwood and Helen H. Clinard Fund
Gary G. and Diana B. Fleming Fund
Hash Advised Fund
Kirtan Coan and Al Greene Advised Fund
Gary Flower Advised Fund
Linda Adair Hatcher Memorial Fund for Eating Disorders
Sophia Cody Advised Fund
Representative Dale and Synthia Folwell Family Fund
Charles H. and Susan R. Hauser Advised Fund
Robert F. Coil Advised Fund
Forsyth Medical Center Community Benefit Fund (Thomas)
Dick and Karen Hedrick Advised Fund
Gary W. and Virginia F. Cole Advised Fund
T. Vernon and Jennifer K. Foster Fund
Dr. Eugene Heise Advised Fund
David and Carole Collins Fund
Alice M. Foster-Ficken Fund
Edna and Jeff Helms Fund
Teresa L. Conrad Fund
Cecil and Henrietta Foushee Advised Fund
Jay and Jane Helvey Advised Fund
Barry and Dottie Cook Fund
Sheila F. and John C. Fox Fund
Tommy L. and Patricia B. Hickman Family Fund
Harry Corpening Fund
Alice Dibrell Freeman Family Fund
Page Daniel Hill Fund
James and Barbara Corrigan Advised Fund
Bo and Jenny Fulton Charitable Fund
Doris and William Hohman Non-Endowed Advised Fund
Dr. and Mrs. Robert J. Cowan Advised Fund
Nella P. Fulton Advised Fund
Julie Holland Charitable Fund
Nancy and Scott Cramer Advised Fund
Paul Fulton Non-Endowed Advised Fund
James E. Holmes, Jr. and Betty J. Holmes Fund
Craven Family Fund
Camille and Jim Galloway, Jr. Advised Fund
Homebuilders Association of Winston-Salem Charitable Fund
Jane and Penn Craver Advised Fund
Dr. Kenneth R. Gallup, Jr. Advised Fund
Bob and Gwynn Hooks Fund
Mrs. Elizabeth W. Crockett Advised Fund
Caroline Gamble Charitable Fund
Hope For The Hopeless – Spencer Meyer Foundation Fund
O.K. Crouch Family Fund
Harold and Patricia Garner Donor Advised Fund
Mark and Betsy Hoppe Family Fund
Rick and Sara Crowder Charitable Fund
John and Linda Garrou Advised Fund
Wava Howard Runnymede Beautification Fund
Grace L. Cullinan Advised Fund
Gfeller Family Fund
Eric N. Hoyle Advised Fund
Julia C. Cullinan Advised Fund
Jim and Mary Alice Gibbs Advised Fund
Robert C. and Catherine C. Huber Advised Fund
Walker M. Cullinan Advised Fund
John Munro and Flavel McMichael Godfrey Advised Fund
Tom and Lucia Hughes Family Fund
S. G. Dale Fund
Ted and Julia Ann Goins Advised Fund
John W. Hunt Advised Fund
Bill and Betty Gray Davis Advised Fund
Tony and Vi Golding Fund
Hunter Family Fund
Mr. and Mrs. Thomas H. Davis, Jr. Advised Fund
Judy S. and William A. Goodson, III Advised Fund
Frank and Margaret Hunter Fund
Richard and Mary Dean Family Fund
Thomas O. and Leesa L. Goodson Advised Fund
Mr. and Mrs. David A. Irvin Advised Fund
Deaton Family Advised Fund
William A. and Georgia H. Goodson Fund/Goodson Advised
Jim and Dianne Iseman Charitable Fund
Louis Nelson Dibrell III Family Fund
William A. and Georgia H. Goodson Fund/Saunders Advised
Susan Cameron (Ivey) Advised Fund
Patricia Ann Rudolph Dixson Advised Fund
Kathryn Hanes Snow Advised Fund
Francis and Adele James Advised Fund
the winston-salem foundation annual report
FUNDS AND DONORS [53]
Non-Endowed Advised Funds, continued Jarrahi Family Advised Fund
Mr. and Mrs. James E. Martin Advised Fund
Novant Community Benefit Fund (Ketner)
JG Advised Fund
Janet and O.C. Martin III Fund
Novant Community Benefit Fund (Stolz)
Elizabeth G. and Stephen A. Johnson Charitable Fund
Dr. Richard Marx Advised Fund
Novant Community Benefit Fund (Tillman)
Ann and Halbert Jones Charitable Fund
Masich Family Fund
Novant Community Benefit Fund (Valentine)
Christopher and Lucinda Kellam Jones Fund
Doug and Mary Anne Maynard Fund
Novant Community Benefit Fund (Woodlief)
Mike and Brooke Joyce Fund
Drane and Bill McCall Advised Fund
Anita and Tom Ogburn, Jr. Fund
JSCG Donor Advised Fund
Thomas P. and Anne B. McDowell Fund
Laney and Merritt Orr Fund
Pam and Fred Kahl Advised Fund
Walter McDowell Advisory Fund
Judith R. and Samuel H. Owen Fund
David and Rachel Katzer Charitable Gift Fund
Sarah Murphy McFarland Advised Fund
Ben C. and Mildred W. Paden Advised Fund
Mr. and Mrs. William B. Kay, Jr. Advised Fund
Nancy Davis McGlothlin Fund
Mr. and Mrs. Craven B. Page Advised Fund
Sherry A. Kellett Fund
Cathleen and Ray McKinney Fund
Mary Beth and Bob Parker Fund
Charlie L. Kennedy, MD Donor Advised Fund
John and Grace McKinnon Advised Fund
Margaret Weatherspoon Parker Fund
Robert M. and Mary R. Kerr Advised Fund
J.P. McMichael, Jr. Advised Fund
Brookes H. Parrish Fund
Nancy T. and Richard J. Keshian Fund
J. Frank and Laura Turnage McNair Advised Fund
Joe and Britt Parrish Fund
Cornelius Vanstory King Advised Fund
Thomas C. McNeil and Sandra B. McNeil Advised Fund
John and Dominique Patrick Fund
Robert W. and Candy E. Kiser Charitable Fund
Judson J. and Alice C. Milam Fund
Lucie and Chuck Patton Fund
Edith and Bill Knott Fund
Hof and Kathryn Milam Charitable Fund
Carol and Raymond Pearson Charitable Fund
D. Joyce Kohfeldt Fund
Charles W. Miller Fund
Peter Perret Fund for Young Musicians
Mr. and Mrs. Horace Robinson Kornegay, Jr. Advised Fund
Miller Family Advised Fund
Clifford and Elizabeth Perry Advised Fund
Petro Kulynych Advised Fund
Richard H. and Nola G. Miller Advised Fund
Ford and Jeanene Perry Advised Fund
Gilmour and Nancy Lake Advised Fund
Susan Dibrell Miller Family Fund
William H. Petree, Jr. and Katherine Weathers Petree Advised Fund
Lambeth Family Fund
Mist Island Foundation Fund
Pfefferkorn Company Advised Fund
Susan and George Lautemann Advised Fund
J. Frank and Lynda K. Morris Advised Fund
L. Gordon and June D. Pfefferkorn, Jr. Fund
Annette M. Leight Advised Fund
Frank and Mary Jo Murphy Advised Fund
Mr. and Mrs. Stephen F. Phelps Advised Fund
Margaret G. Leight Advised Fund
Dan and Bonnie Murphy Charity Fund
David and Ingrid Pisetsky Advised Fund
Mary A. Leight Advised Fund
Murphy-Smith Family Fund
William Pitser Advised Fund
Kathy and Mike Lewis Fund
Murray Supply Company Advised Fund
Pitt Hopkins Syndrome Fund
Lillie’s Friends Foundation Fund
Walter V. and Martha W. Murray Advised Fund
Margaret Scales and Graydon Pleasants Advised Fund
Lineberger Family Fund
Robert F. and Bonnie L. Naas Advised Fund
Nancy and Ed Pleasants Advised Fund
Dr. A. Stanley and Mary Margaret Link Fund
Mr. and Mrs. Lucian H. Neal Advised Fund
Dr. Harold C. Pollard III Fund
George and Susan Little Advised Fund
J. & J. Neely Advised Fund
Dr. and Mrs. Eddie Pollock Advised Fund
Scott and Michelle Livengood Fund
David and Scottie Neill Advised Fund
Robert S. and Wanda E. Pool Fund
Matt and Emmie Long Fund
Dr. and Mrs. Lewis H. Nelson III Advised Fund
Jane and Joe Potter Fund
Frank and Kay Lord Advised Fund
Fred and Lillian Nordenholz Fund
Prince William Community Benefit Fund (Belden)
David and Libby Lubin Fund
Keith and Lisa Norman Family Advised Fund
Prince William Community Benefit Fund (Fairchild)
Gail Lybrook Advised Fund
Robert S. and Marianne D. Northington Advised Fund
Prince William Community Benefit Fund (Gary)
John F. and Annette P. Lynch Fund
Novant Community Benefit Fund (Aluko)
Prince William Community Benefit Fund (Gutliph)
Dr. Mark P. Maier Advised Fund
Novant Community Benefit Fund (Conrad)
Prince William Community Benefit Fund (Hoover)
Richard A. and Carrie Wall Malloy Advised Fund
Novant Community Benefit Fund (Evans)
Prince William Community Benefit Fund (Magalski)
Deborah S. Marshall Non-Endowed Advised Fund
Novant Community Benefit Fund (Gordon)
Prince William Community Benefit Fund (Wine)
[54] FUNDS AND DONORS
the winston-salem foundation annual report
Non-Endowed Advised Funds, continued Prince William Community Benefit Fund (Zurlo)
Dr. Thomas E. Shown Advised Fund
Leslie R. and Robert E. Warhover Advised Fund
Nan and Tim Prout Charitable Fund
Joe B. and Virginia L. Simpson Advised Fund
Bill and Judy Watson Fund
T.J. and Nancy Pulliam Advised Fund
Bucky and Debbie Sizemore Fund
Cornelia K. Weigl and Lachlan MacLachlan Advised Fund
Mrs. Elizabeth L. Quick Advised Fund
Mike and Beth Skorich Advised Fund
George and Susan Ragland Fund
Bruce W. and Sara C. Smith Advised Fund
John M. and Nancy Kyle Wells and Frances and C.C. Graham Fund
Rainey Charitable Fund
Kenny and Amy Smith Fund
Ramona Fund
Brant and Kay Snavely Fund
Reaves Family Charitable Trust
John and Nancy Southard Advised Fund
Burton and Frances Reifler Fund
Spaugh Family Fund
Dick and Sandy Respess Fund
Mary Jo W. and R. Arthur Spaugh Fund
Reynolda Rotary Benevolence Fund
Ann Lewallen Spencer Fund
Dr. Vade Rhoades Fund
Nancy Spencer Advised Fund
Lori and Pat Riazzi Fund
Michael W. Sperry Advised Fund
Richard T. Rice Fund
W. Fletcher and Anna B. Steele Family Fund
Rickelton Fund
Shaun Edward Stewart Fund
Jacqueline P. Rider Advised Fund
Stratford Rotary Benevolence Fund
Roaring Gap Education Fund
Rick and Kate Streng Advised Fund
Roaring Gap Fund
Richard and Nancy Sullivan Fund
Pauline and Norwood Robinson Fund
John J. and Betty Pratt Sutton Advised Fund
Roddick Benevolence Gift Trust
Sutton Family Fund
Michael and Jill Rogers Fund
Jack and Cindy Sutton Fund
Suzie and Dennis Ross Fund
Nancy King Tanner Advised Fund
Charles and Courtney Rowe Charitable Fund
Targacept TargaCare Fund
David F. and Martha Wilson Rowe Advised Fund
John A. Taylor Advised Fund
Steve and Nancy Rowell Charitable Fund
Marguerite B. Taylor Advised Fund
Michael and Deborah Rubin Advised Fund
Thomas Teague Fund
Curtis Flynt Rudolph Advised Fund
Ron and Merle Tedder Charitable Fund
Carver and Betsy Rudolph Advised Fund
Louise Dibrell Theberge Family Fund
Sanford Harrison Rudolph Advised Fund
John B.R. Thomas Donor Advised Fund
James M. and Lorre C. Ruffin Fund
F. Nelson Tomlinson Advised Fund
Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund
Dr. and Mrs. James F. Toole Advised Fund
Jill Runnion Fund
Triad Academy Scholarship Fund
Dr. Wilson and Marcia Russell Fund
Triantos Fund
SGK Fund
Mary Kay Tucker Advised Fund
Mr. and Mrs. W.P. Sandridge, Jr. Advised Fund
Alex and Elliott Turner Advised Fund
William Madison and Phoebe Barnhardt Satterwhite Fund
Eleanor James Vance Advised Fund
Robert D. and Pamela B. Saunders Fund
Stuart F. and Frances McD. Vaughn Advised Fund
Thomas D. and Katherine E.M. Schroeder Fund
Peter and Carol Vrooman Advised Fund
The Servanthood Fund
Susan B. Wall Advised Fund
Beverly Britton Rudolph Shaw Advised Fund
Lee Wallace Fund
Bill and Shirley Shaw Fund
Hans W. and Elizabeth K. Wanders Advised Fund
Sherwood Forest Elementary School Fund
Jack and Jean Ward Advised Fund
Adrian and Bob Shore Advised Fund
William G. Ward, MD Family Advised Fund
Mr. and Mrs. P. Everett Wells III Advised Fund Togo D. West, Jr. Advised Fund Harden and Janet Wheeler Fund Whitaker Elementary Endowment Fund Louisa Whitaker Advised Fund William A. Whitaker Advised Fund Nancy and Monty White Advised Fund Scott and Lauren Wierman Advised Fund Paul and Jan Wiles Charitable Gift Fund Arthur T. and Catherine R. Williams, III Advised Fund Dr. and Mrs. S. Clay Williams, Jr. Advised Fund John G. and Patricia G. Williard Fund Mr. and Mrs. Ben S. Willis, Jr. Advised Fund Mr. and Mrs. H. Norton Willis Fund Robert M. Willis Fund Mr. and Mrs. J. D. Wilson, Jr. Advised Fund W.T. Wilson Advised Fund I am Free From Fund Winters Advised Fund Winston-Salem Rotary Benevolent Fund Winston-Salem Twin City Host Lions Club Advised Fund Calder and Martha Womble Advised Fund Erna and Bill Womble, Jr. Advised Fund Ralph H. Womble Advised Fund William F. Womble Advised Fund w.u.r.k.s. Charitable Fund James and Johanna Yopp Fund Mr. and Mrs. Scott K. Young Charitable Fund Lynn and Jeff Young Fund Stephen and Bonnie Zades Advised Fund Mr. and Mrs. Nick G. Zegrea Advised Fund
the winston-salem foundation annual report
FUNDS AND DONORS [55]
NON-ENDOWED FUNDS
TEMPORARY FUNDS
T
EMPORARY FUNDS give the Foundation the ability to hold funds for a limited time for organizations and individuals for charitable projects.
Black Philanthropy Fund
Greenxscapes Fund
Michael and Buffy Waltrip Charitable Fund
Dog Park at Tanglewood Fund
NCGS Fund
Waltrip Brothers Charitable Fund
Equality Winston-Salem Fund
Peppercorn Children’s Theatre Fund
Paul M. Wiles Scholarship Fund
Flow Automotive Companies Scholarship Fund
Carl R. Sapp Field Enhancement Fund
Friends of the Hollywood Cemetery Fund
Helen Simoneau Danse Fund
Winston-Salem Community Development Collaborative Fund
Gateway Environmental Initiative Fund
Shaun Edward Stewart Fund
Greater Gift Initiative Fund
Theatre On Common Ground Fund
[56] FUNDS AND DONORS
the winston-salem foundation annual report
The Women’s Fund of Winston-Salem
CHARITABLE TRUSTS
T
HE FOUNDATION SERVES AS TRUSTEE of charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) for donors and their families. CLTs allow donors to direct income from the trust to the Foundation and/or other charities for a designated period of years. At the
end of that period, the principal can be redirected according to the terms of the original trust documents. CRTs provide life income to designated individuals with the remainder interest of the trust ultimately going to charity.
CHARITABLE TRUSTS Abner Alexander Irrevocable Living Annuity Trust
Nancy Davis McGlothlin Charitable Remainder Unitrust
Elms and Harriet Allen Unitrust
John B. and Grace D. McKinnon Irrevocable Living Unitrust
Stephen G. Anderson Irrevocable Living Unitrust
Bonnie B. and James C. Messick Charitable Remainder Annuity Trust
James L. Barnhardt Charitable Remainder Trust
Margaret W. Parker Charitable Lead Unitrust
Edward S. and Barbara T. Beason Unitrust
Emerson Walter Pitts, Jr. 2011 Charitable Remainder Annuity Trust
Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust
Ruth Fay Pitts 2011 Charitable Remainder Annuity Trust
Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust
C. Edward Pleasants Charitable Remainder Trust
Frederick A. Blount and Charlotte F. Blount Irrevocable Living Annuity Trust
Nancy T. Pleasants Charitable Reminder Trust
Patricia Ann L. and Grady E. Boyles, Jr. 2007 Charitable Remainder Unitrust
Ruth M. Pleasants Irrevocable Living Unitrust
Ann Blanton Breese 2007 Charitable Remainder Unitrust
J P Rider Charitable Remainder Trust
Harry O. Corpening Charitable Remainder Unitrust
F. Conard and Jean Snyder Charitable Lead Annuity Trust
Athalene Couch 2007 Charitable Remainder Annuity Trust
Nancy H. Southard Irrevocable Living Unitrust
Athalene Couch 2007 Charitable Remainder Unitrust
Nancy S. Spencer Charitable Remainder Trust
Joyce H. and James P. Dickerson Charitable Remainder Trust
Edward E. Stivers Charitable Annuity Trust
Frank E. and Mary B. Driscoll Charitable Remainder Trust
John J. Sutton, Jr. and Betty P. Sutton Charitable Remainder Unitrust
Elizabeth T. Edmondson Irrevocable Living Annuity Trust
David H. Tate Irrevocable Living Unitrust
Rita D. Fitzgerald Irrevocable Living Annuity Trust
Jesse C. Temple 2007 Charitable Remainder Annuity Trust
Donald F. Folger Charitable Remainder Unitrust
L. Frances S. Temple Charitable Remainder Unitrust
Kathryn W. Garner Irrevocable Living Unitrust
L. Frances S. Temple and Jesse C. Temple Charitable Remainder Unitrust
J. Beeson Grubbs Irrevocable Living Annuity Trust
M. Louise Thomas Charitable Remainder Unitrust
Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust
Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust
Edmund B. Hopkins Irrevocable Living Unitrust
Hans W. Wanders Irrevocable Living Unitrust
Lucy Kaplan Irrevocable Living Unitrust
Arthur G. and Susanne S. Weber Charitable Remainder Unitrust
William A. and Edith T. Knott Irrevocable Living Unitrust
A. Tab Williams, Jr. Charitable Annuity Lead Trust
William G. and Ava O. Koronis Charitable Unitrust
Willingham Irrevocable Living Annuity Trust
Mary Annette Leight 2002 Charitable Unitrust
Mathilda G. Wolfe Charitable Remainder Unitrust
Douglas Lewis Family Charitable Remainder Trust
W.F. Womble Irrevocable Living Unitrust
Curtis and Sara Long Charitable Remainder Unitrust
H.C. Woodall, Jr. Family Charitable Remainder Trust
Sara S. and Curtis E. Long 2005 Charitable Remainder Unitrust
Roma Lee Woosley 2005 Charitable Remainder Annuity Trust
William and Drane Vaughn McCall Irrevocable Living Unitrust
the winston-salem foundation annual report
FUNDS AND DONORS [57]
BOOK OF
T
MEMORY
HE BOOK OF MEMORY WAS ESTABLISHED in 1946 as a means of preserving the names of those in whose memory gifts were made to the
Foundation. These specially-commissioned, leather-bound books are displayed in the Foundation’s reception area and contain more than 8,900 names.
THE FOLLOWING NAMES WERE ENTERED INTO THE BOOK OF MEMORY IN 2012: William Daniel “Bill” Acton
Connie Marie Crawford
Weston P. Hatfield
Eugene Money
Russell Henry Shouse
Mildred C. Alberter
James Milton Culbreth
Janice Lee Hauser
David O. Murray
Emile J. Simone
The Honorable Abner Alexander
Charles Frederick Deleot, Jr.
Joseph Albert Haymes, Jr.
William Randolph “Bill” Myers
Antoinette Mullinax Skeeters
Ancy Andersen
Robert “Bob” Ervin
Jack Hoey
Joseph Martin Parker, Jr.
William Samuel Smoak
Joyce Ellen Monteith Bates
Rodney Duane Ervin
David Wallace Holcomb, Jr.
Amy Gatewood Parrish
Ann Papieski Snelsire
Lillian Joyner “Joy” Bennett
Maurice Edward Everette
Stebbins Brokenborough Ingram
Lucy Fain “Sookie” Peebles
Mary Jo Wooten Spaugh
John Michael “Mike” Boaz
Robert J. Faircloth
Johnnie Mae Jackson
Dr. John Olin Perritt, Jr.
John Addison Spencer
Ernest “Bud” Bodenheimer
William T. Fenimore, Jr.
Bernice Cobb Jones
Pauline Davis “Pinkie” Perry
Norman William “Bill” Swanson
Samuel Lewis Booke, Jr.
Edward Vernon Ferrell, Jr.
Mary Robertson Jones
Robert Louis “Bob” Quick
Neva Taylor
Sidney Stuart Bost, Jr.
Marvin Lemuel Ferrell, Jr.
Colonel Milbourne L. Joye
Ronnie Ray Reynolds
Stuart C. Thomas
Elissa Enslen “Lisa” Bouchillon
Margaret Alice Williamson Gibson
Theodore R. Keith
George Clarke Rigby
Jack Richard Tischler
Mary Alice Burnside Briley
William Alexander “Bill” Goodson, Jr.
Warren Gamaliel Harding Kennedy
Rev. Kenneth William Robinson
Virginia Tucker
Lawrence G. Gordon
David N. Ketchie
Miriam Silverman “Mimi” Rouzie
Charles G. Vardell, Jr.
Donald E. Gunlock
Clay M. Kirkman, Jr.
Kenneth Darrin Russell
W. R. Weir, Jr.
Benjamin James Gurley
Emmett H. “Sonny” Lacy, Jr.
Thomas Albert Sanders, Jr.
Jack M. White
Stephen P. Halstead
Ellen Smith Lambeth
John William “Bill” Sexton, Jr.
Jerry Michael White
James G. Hamrick
Edwin Winfred “Eddie” Linville, Jr.
Alvin Barrett Shepherd
Dr. Sylvester W. Wooten
Alicia Jones Hanes
Robert Eugene Marziano
Abraham Lincoln Sherk III
Ruth Eloise Keever Yount
Kirk Walter Harris
John G. Medlin, Jr.
Barbara B. Harvey
David R. Minter
Peter Eric Brown Johnny Cleo Butcher Howard E. Butner, Jr. Alton Z. Canady Lucy Miller Carr Sara Virginia Lyons Carson Jo Anne Atkins Chadwick George M. Chitty Athalene Hartman Couch
[58] FUNDS AND DONORS
the winston-salem foundation annual report
James Nelson Sherrill, Sr. Anne Mercer Kesler Shields Eleanor Sue Cox “E. Sue” Shore
THE
T
LEGACY SOCIETY
HE FOUNDATION’S LEGACY SOCIETY honors those generous individuals or couples who have established or added to permanent endowments at the Foundation or those who have made similar provisions for the Foundation through deferred or planned gifts, such as charitable bequests,
charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation. Please contact the Philanthropic Services staff if you are interested in learning more about the criteria for Legacy Society membership. The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2012. On behalf of future generations, we gratefully thank these donors for their plans to contribute to such an enduring legacy for our community.
LEGACY SOCIETY MEMBERS Anonymous (16)
Dr. and Mrs. Edward S. Beason
Mr. John D. Budd
Mr. and Mrs. Gerald L. Chrisco
Dr. and Mrs. John W. Denham
Ms. Katherine Acton and Mr. Gerald Smith
Mrs. Barbara C. Beattie
Mr. and Mrs. Joseph R. Budd
Mrs. Hessie Church
Ms. Jan M. Detter
Mr. and Mrs. Frank M. Bell, Jr.
Mr. and Mrs. Richard P. Budd
Mr. and Mrs. Robert C. Clark
Dr. and Ms. James P. Dickerson
Mrs. Marie Bellin
Mr. Hoan Bui and Ms. Ngoc Nguyen
Mr. and Mrs. George M. Cleland
Mrs. Mary Anne Dickson
Bert Bennett Family
Mr. and Mrs. Charles Norman Bunce
Mr. and Mrs. Michael L. Clements
Mr. and Mrs. James H. Diggs
Sami Ousley Bills
Dr. Patricia P. Bundy
Mr. D. E. Clinard, Jr.
Mr. and Mrs. Joe Dillon
Mr. and Mrs. R. Gordon Bingham
Mr. and Mrs. John W. Burress III
Mrs. Brenda K. Cline
Mr. and Mrs. Daniel W. Donahue
Mr. David B. Blanco
Mr. and Mrs. K. Blaine Burton, Jr.
Mr. and Mrs. John Wayne Clodfelter
Mrs. Elaine D. Dowdell
Dr. and Mrs. Frederick A. Blount
Mrs. David B. Butler
Mr. and Mrs. Gary W. Cole
Mr. and Mrs. Bruce Downing
Mr. and Mrs. J. Hal Bolin
Ms. Jane Calloway
Mr. Elmer Collins
Mr. and Mrs. Graham P. Dozier III
Mr. and Mrs. Henry M. Booke
Ms. Susan M. Cameron
Mr. George L. Cooper
Ms. Grace Draman
Claude and Judy Booker
Dr. and Mrs. W. Douglas Cardwell
Mr. and Mrs. Harry Corpening
Mr. and Mrs. Dale E. Driscoll
Mr. and Mrs. Julian R. Bossong
Dr. and Mrs. Kenneth Carlson
Mr. and Mrs. David L. Cotterill
Mr. Frank E. Driscoll
Mr. and Mrs. Glenn C. Boswell, Jr.
Mrs. Anne Maddrey Carpenter
Mrs. Donna H. Craige
Dr. and Mrs. Joseph B. Dudley
Dr. and Mrs. Edwyn T. Bowen, Jr.
Mr. Coy C. Carpenter, Jr.
Ms. Nancy Dunn
Dr. Emma Jean Z. Bowman
Ms. Genie Carr
Mr. J. Scott Cramer and Ms. Selma Scott
Mr. and Mrs. Grady E. Boyles, Jr.
Mrs. William H. Carr
Dr. Sherrill Braswell
Mr. and Mrs. Henry M. Carter, Jr.
Ms. Susan F. Braswell
Ms. Peggy C. Carter
Ms. Ann Blanton Breese
Mr. and Mrs. Mark C. Caudill
Mr. and Mrs. J. Paul Breitbach
Mr. and Mrs. C. Ray Caudle
Mr. and Mrs. Michael Brenner
Mr. M. Campbell Cawood
Mr. and Mrs. Paul Briggs
Mr. and Mrs. Charles W. Chambers
Mr. and Mrs. Douglas E. Broadway
Mr. and Mrs. Christopher J. Chapman
Mr. and Mrs. Ray Mitchell Agnew, Jr. Mrs. Sylvia F. Alderson Dr. Donna D. Alexander Dr. and Mrs. Elms L. Allen Ms. Gayle N. Anderson Dr. and Mrs. Stephen G. Anderson Mr. and Mrs. John Appel Mr. W. A. Armfield, Jr. Dr. and Mrs. Donald L. Armitage Mr. and Mrs. Jerry Arnold Mrs. Teresa R. Ashburn Drs. Anthony and Katherine Atala Mrs. Dorothy Atkinson Mr. and Mrs. Philip S. Auchincloss Mr. Robert G. Auchincloss Ms. Lisa L. Austin Mr. and Mrs. Bruce M. Babcock Mr. and Mrs. L. M. Baker, Jr. Mr. and Mrs. William P. Baldridge David L. and Robin C. Barnes Mr. and Mrs. Richard D. Barnes Mr. and Mrs. Zeb E. Barnhardt, Jr. Dr. and Mrs. Rolland Barrett Mr. Marshall B Bass
Mrs. Lenora J. Brown Mr. and Mrs. Royall R. Brown, Jr. Ms. Helen H. Bryngelson
Mrs. Norma Charles-Sink Mrs. Barbara F. Chatham
Mr. and Mrs. Robert L. Dalton, Jr. Mr. Jason Davies and Mrs. Julia Frost-Davies Mr. G. Franklin Davis Mr. Jerry P. Davis John and Terrie Davis Mr. and Mrs. Richard N. Davis Mr. and Mrs. William A. Davis II Ms. Rebecca M. Deaton Mr. and Mrs. Albert J. DeForest III Mr. and Mrs. Joseph R. Delia
Mr. Noel Lee Dunn Ms. Mignon Durham Mrs. John T. Eagan, Jr. Mr. and Mrs. Fred G. Eidson Mr. and Mrs. James L. Einstein Mr. and Mrs. Barry Eisenberg Ms. Aleta G. Ellison Mrs. Robert A. Emken Mr. and Mrs. Charles A. Essic, Jr. Mr. and Mrs. Alexander C. Ewing Dr. and Mrs. John C. Faris Mrs. Rita D. Fitzgerald
the winston-salem foundation annual report
FUNDS AND DONORS [59]
Legacy Society Members, continued Ms. Marlene P. Flinchum
Ms. Susan F. Harris
Mrs. Florinda C. Johnson
Ms. Patti Ann Lynch
Mrs. Mildred Naugle
Mr. and Mrs. Victor I. Flow, Jr.
Mr. and Mrs. John Harrison
Dr. and Mrs. Peter C. Johnson
Mr. and Mrs. E. Erwin Maddrey II
Mr. and Mrs. David B. Neal
Mr. Gary Flower
Mr. and Mrs. Paul D. Harrison
Ms. Beverly Johnston
Mr. and Mrs. Parker Maddrey
Mr. David L. Neal
Mr. and Mrs. Donald F. Folger
Ms. Virginia S. Hart
Mr. James W. Johnston
Mr. and Mrs. John Mann
Mr. and Mrs. Lucian H. Neal
Dr. and Mrs. Robert V. Ford, Jr.
Mr. and Mrs. Dennis G. Hatchell
Mr. and Mrs. Scott D. Jones
Ms. Debbie Marshall
Steve Neal
Mr. and Mrs. John C. Fox
Mr. and Mrs. Sam Hauser
Mrs. R. William Joyce
Mr. and Mrs. James E. Martin
Mr. and Mrs. T. David Neill
Mr. Woody Fox
Mr. Peter E. Hawley
Ms. Lucy Kaplan
Mr. David P. Masich
Mr. and Mrs. Fred W. Nordenholz
Dr. and Mrs. Larry W. Freeman
Mr. and Mrs. Fred W. Hege
Mr. and Mrs. William B. Kay, Jr.
Dr. and Mrs. K. Frank McCain
Mr. and Mrs. Christoph Nostitz
Mr. David W. Fuller
Mr. Charles R. Hemrick
Mrs. J. Lee Keiger, Jr.
Dr. William McCall, Jr.
Mr. Chester T. Nuttall, Jr.
Mr. Paul Fulton, Jr.
Ms. Frances S. Hendrix
Mr. and Mrs. Stanhope A. Kelly
Dr. Bruce R. McCune
Dr. and Mrs. David Reese O’Brien, Jr.
Mrs. James A. Fyock
Mr. L. Stephen Hendrix
Ms. Susan Kerner-Hoeg
Mrs. Nancy Davis McGlothlin
Mr. and Mrs. Sam C. Ogburn, Sr.
Dr. and Mrs. Joe E. Gaddy, Jr.
Mr. and Mrs. A. B. Henley III
Mr. and Mrs. Truman T. Kiger
Dr. Timothy McGowen
Mr. and Mrs. L. Glenn Orr, Jr.
Mr. John K. Gallaher
Nick Hennessee
Mr. and Mrs. Jesse M. King
Dr. W. Frederick McGuirt
Mr. and Mrs. Willis H. Overby
Dr. and Mrs. Kenneth R. Gallup, Jr.
Mr. and Mrs. Leonard Herring
Mr. and Mrs. Philip G. Kinken, Jr.
Ray and Cathleen McKinney
Mr. and Mrs. Craven B. Page
Ms. Kathryn W. Garner
Mr. and Mrs. Michael C. Hetrick
Mr. and Mrs. William A. Knott
Mr. and Mrs. John B. McKinnon
Mr. John V. Pappas
Mr. Harold R. Garrison
Ms. Emily Millis Hiatt
Ms. Joyce Kohfeldt
Ms. Sally R. McLeod
Mr. and Mrs. Dwight E. Pardue
John and Jane Gehring
Mr. Hardin P. Higgins
Dr. and Mrs. L. Andrew Koman
Mr. and Mrs. J. Frank McNair IV
Dr. and Mrs. John S. Parks
Dr. and Mrs. Samuel T. Gladding
Mrs. Harrell B. Hill
Dr. and Mrs. Thomas J. Koontz
Mr. and Mrs. William L. McSwain
Mr. Christopher A. Parr
Mr. and Mrs. J. Kirk Glenn, Jr.
Mr. and Mrs. J. Glenn Hilton
Bill and Ava Koronis
Dr. and Mrs. William E. Means
Rev. and Mrs. Nathan E. Parrish
Mr. and Mrs. Thomas O. Goodson
Mrs. Alice Hinman
Ms. Brenda H. Kulp
Mrs. John G. Medlin, Jr.
Dr. and Mrs. Eugene H. Paschold
Mrs. Bryce Gordon
Doris Hohman
Mr. Petro Kulynych
Mr. and Mrs. Danny J. Mendenhall
James Gore
Mrs. Barbara Wall Holcomb
Mr. and Mrs. Arnold N. Lakey
Mr. and Mrs. John Merritt
Dr. John Patrick and Dr. Dominique Patrick
Natasha Gore
Mrs. James E. Holmes, Jr.
Mr. and Mrs. Donny C. Lambeth
Mr. James C. Messick
Dr. Louis N. Gottlieb
Mr. and Mrs. Robert A. Hoover
Mr. and Mrs. James E. Messick, Jr.
Richard and Liana Gottlieb
Drs. Judith and Marbry Hopkins
Mr. James Lambie and Ms. Lisbeth Evans
Mr. Vergil H. Gough
Mrs. Edmund B. Hopkins
Mr. and Mrs. Bernard Gray
Mr. and Mrs. Billy Hunt
Mrs. James A. Gray, Jr.
Mrs. Jacqueline S. Hunt
Mrs. J.T. Greene, Jr.
Mr. John W. Hunt
Mrs. Elizabeth Lovett Grover
Mr. and Mrs. Judd Hunt
Mr. J. Beeson Grubbs
Mr. and Mrs. David A. Irvin
Dr. Caryl Guth
Dr. and Mrs. Nathaniel Irvin II
Dr. and Mrs. Paul P. Gwyn
Dr. and Mrs. Francis M. James III
Mrs. William N. Hailey
Ms. Mary Jamis and Ms. Starr Johnson
Drew and Kelley Hancock Mr. and Mrs. James A. Hancock, Jr. Mr. and Mrs. Richard D. Hancock Ms. Charlotte M. Hanes Mr. and Mrs. F. Borden Hanes, Jr. Mr. and Mrs. Frank Borden Hanes, Sr.
[60] FUNDS AND DONORS
Mr. and Mrs. B. Thomas Lawson, Jr. The Honorable Molly Leight Mr. and Mrs. A. Thad Lewallen III Mr. and Mrs. Douglas R. Lewis Ms. Elizabeth C. Lewis Nancy C. Lide Mr. and Mrs. Stanley Lineberry Mr. and Mrs. James E. Lippard Dr. and Mrs. Dan S. Locklair Mr. Joseph P. Logan
Dr. Richard Janeway
Mrs. Curtis E. Long
Mr. Ian Jankelowitz
Mr. and Mrs. William Longyard
Mr. and Mrs. Harry Jarman
Mr. and Mrs. Frank K. Lord III
Mr. and Mrs. W. T. Jenkins, Sr.
Mrs. Carolin Lowy
Ms. Joia M. Johnson
Annette P. Lynch
the winston-salem foundation annual report
Ms. Melanie Micale Dr. and Mrs. Henry S. Miller, Jr. Mrs. Barbara B. Millhouse Mr. and Mrs. James H. Millis, Jr. Mrs. Molly Millis Hedgecock Mr. and Mrs. Neal Millsaps Mr. Richard G. Mock Ms. Ellen N. Monahan Dr. and Mrs. John H. Monroe Mr. and Mrs. C. Arzell Montgomery Mr. and Mrs. Timothy R. Moore Mr. and Mrs. David R. Morgan Ms. Olivia E. Morgan Mr. and Mrs. Steven C. Morgan Mr. and Mrs. Daniel N. Moury Mr. and Mrs. Marty Myers
Ms. Julie J. Pearce Mr. and Mrs. G. Clifton Pennell Ms. Brenda B. Penney Dr. and Mrs. Francis D. Pepper, Jr. Mr. and Mrs. Clifford W. Perry, Jr. Mr. and Mrs. Tony Petree Mr. and Mrs. L. Gordon Pfefferkorn, Jr. Mr. and Mrs. Ross D. Pfeiffer Mr. and Mrs. Stephen F. Phelps Mr. Emerson Walter Pitts, Jr. Ms. Ruth F. Pitts Mr. and Mrs. C. Edward Pleasants Mr. Graydon Pleasants and Ms. Margaret Scales Mrs. Ruth M. Pleasants Dr. Michael J. Pollak Mrs. Richard E. Pope Frances and Steve Porter
Legacy Society Members, continued Mr. Billy D. Prim
Dr. and Mrs. Daniel G. Sayers
Mr. and Mrs. Richard Stockton
Ms. Margaret M. Urquhart
Mrs. Francis F. Willingham
Mr. J. Timothy Prout
Mr. and Mrs. Andrew J. Schindler
Mr. and Mrs. Thomas J. Stopyra
Mrs. Deborah H. Vaughan
Mr. and Mrs. John W. Willingham
Mr. Grady R. Pulliam III
Dr. and Mrs. Robert P. Schwartz
Mrs. Janice K. Story
Bob and Carolyn Vaughn
Mr. and Mrs. J. D. Wilson, Jr.
Mrs. Elizabeth L. Quick
Mrs. Anthony W. Seamon
Mr. and Mrs. Richard L. Sullivan
Tricia Vaughn
Mr. R. M. Wilson
Mr. and Mrs. H. Chris Ramm
Mr. Rick Seamon
Mrs. John J. Sutton, Jr.
Dr. and Mrs. Ramon Velez
Mr. William T. Wilson III
Dr. Dariel L. Rathmell
Ms. Rebecca Ann Sebastian
Dr. and Mrs. Charles V. Taft
Mr. and Mrs. Michael B. Wall
Ms. Betty S. Winslow
Mr. and Mrs. James K. Reaves, Jr.
Ms. Marion H. Sekerak
Dr. and Mrs. David H. Tate
Mr. and Mrs. Hans Wanders
Mr. and Mrs. Steve Wohlford
Mr. and Mrs. Harry Reavis
Mrs. Robert D. Shore, Jr.
Mr. and Mrs. John A. Taylor
Mr. and Mrs. John F. Ward
Mr. and Mrs. Harry H. Wolfe
Mr. and Mrs. Patrick Riazzi
Mrs. Rosemary V. Shortt
Mrs. Margaret Taylor
Mr. and Mrs. Joseph Washington
Dr. and Mrs. John R. Wolfe
Dr. and Mrs. David G. Rice
Dr. Thomas E. Shown
Mr. Jesse C. Temple
Mr. and Mrs. William R. Watson
Rochelle Wolfe
Mr. and Mrs. Thomas B. Rice III
Mr. and Mrs. Paul Sinal
Mr. and Mrs. William Tessien
Mr. and Mrs. Philip R. S. Waugh, Jr.
Mrs. Calder W. Womble
Mrs. John S. Rider
Mr. Willis Slane and Dr. Caroline Chiles
Ms. Sylvia Theriault
Mr. and Mrs. Arthur G. Weber
Dr. and Mrs. John B. R. Thomas
Dr. Glenda Weber and Mr. Wayne Weber
Mr. Ralph Womble and Ms. Ashley Edwards
Mr. Clay V. Ring, Jr. Mr. Toby W. Robertson Mrs. Eugene Rossitch Mr. and Mrs. Charles Rotgin, Jr. Dr. and Mrs. Michael H. Rubin Mr. and Mrs. Tom Rucker Mr. and Mrs. C. Guy Rudisill III Ms. Avon Ruffin Mr. Dalton D. Ruffin Mrs. H. J. Runnion, Jr. Ms. Karen Sanders Dr. and Mrs. William M. Satterwhite, Jr.
Mr. and Mrs. Archie Smith Mrs. Richard G. Smith, Jr. Mr. James N. Smoak Dr. and Mrs. John K. Southard, Jr. Rev. Laura Spangler Ms. Ann Lewallen Spencer Ms. Betsy Spencer Mr. and Mrs. James Y. Spencer Mrs. William O. Spencer III Ms. Georgia Sprinkle Edward Eugene and Jean Jennings Stivers
Ms. M. Louise Thomas Mr. and Mrs. Stephen A. Thornton Mr. and Mrs. F. Nelson Tomlinson, Jr. Dr. and Mrs. James F. Toole Mrs. Virginia B. Trivette Mrs. Louvenia Cox Tucker Mrs. Bynum E. Tudor, Jr. Mr. Jay Turner and Ms. Tonya Deem Mr. and Mrs. John L. Turner Randall and Claire Tuttle Mr. and Mrs. Harry B. Underwood II
Mr. and Mrs. William F. Womble
Mr. Dennis H. Webster
Mr. H. C. Woodall, Jr.
Mr. and Mrs. Edwin L. Welch, Jr.
Ms. Roma Lee Woosley
Mr. and Mrs. Joe Wheliss
Dr. and Mrs. Richard C. Worf
Mr. and Mrs. Scott F. Wierman
Mrs. Hal G. Worley
Mr. and Mrs. Paul M. Wiles
Bryan and JoAnn Yates
Mr. and Mrs. Joseph Wilhem
Ms. Megan McSwain Yeatts
Mr. and Mrs. A. Tab Williams, Jr.
Mr. and Mrs. Karl F. Yena
Mr. and Mrs. Arthur T. Williams III
Mr. and Mrs. C. J. Young
Ms. Cynthia A. Williams
Dr. and Mrs. Douglas M. Young
Mr. Stephen T. Williams
Mr. and Mrs. Yasser Youssef
Mr. B.J. Willingham
DONORS TO THE COMMUNITY FUND, THE COMMUNITY LEADERSHIP FUND, AND THE BOOK OF MEMORY VISIONARIES – $5,000 OR MORE Mr. and Mrs. Frank M. Bell, Jr. Mr. and Mrs. J. Scott Cramer
BENEFACTORS – $2,500–$4,999
B
Mr. Noel Lee Dunn Mr. Charles R. Hemrick/Mrs. Norma Charles-Sink Mrs. Harrell B. Hill
OTH THE FOUNDATION AND THE COMMUNITY are grateful for these gifts to the Community Fund, the Community Leadership Fund,
and the Book of Memory — from the smallest to the largest. Collectively
Mr. and Mrs. Michael Brenner
these contributions reflect that the Foundation’s mission — to invest in our
The Strickland Family Foundation
community by making philanthropy and its benefits available to all — is alive and well. For a list of 2012 donors to other named funds, please visit
Mr. and Mrs. L. Gordon Pfefferkorn, Jr.
our Web site at www.wsfoundation.org.
The Senah C. & C.A. Kent Foundation
ADVOCATES – $1,000–$2,499 Abbot Downing–A Wells Fargo Company Dr. David Albertson and Dr. Liz Albertson Dr. and Mrs. Elms L. Allen
Dr. and Mrs. Kenneth Carlson Mr. and Mrs. George M. Cleland Mr. and Mrs. David L. Cotterill Mr. and Mrs. Dale E. Driscoll Mr. and Mrs. Frank E. Driscoll
Anonymous (2)
Mr. and Mrs. Victor I. Flow, Jr.
Mrs. Robert F. Armfield Mr. and Mrs. Bruce M. Babcock Dr. and Mrs. Rolland Barrett Mr. and Mrs. Henry M. Booke Dr. James David Branch Dr. and Mrs. William C. Bray Mr. and Mrs. John W. Burress III
Mr. Paul Fulton, Jr. Ms. Sandra K Gallant Mr. and Mrs. John L. W. Garrou Mr. and Mrs. Tom Gibbs Glenn Family Foundation Mr. and Mrs. Thomas O. Goodson
Grover C. and Jane C. McNair Charitable Foundation Trust
Mr. and Mrs. Frank K. Lord III
Ms. Nancy S. Spencer
Mr. David P. Masich
Kate and Rick Streng
Mr. and Mrs. Lucian H. Neal
Mr. and Mrs. John A. Taylor
Mr. and Mrs. L. Glenn Orr, Jr.
Mr. and Mrs. F. Nelson Tomlinson, Jr.
Mr. John V. Pappas
Mr. and Mrs. Michael A. Trawick
Mr. and Mrs. Stephen F. Phelps
Ms. Susan B. Wall
Dr. and Mrs. Francis M. James III
Mr. Graydon Pleasants and Ms. Margaret Scales
Mr. and Mrs. R. Michael Wells, Sr.
Mr. and Mrs. William B. Kay, Jr.
Reynolds American Foundation
Mr. and Mrs. J. Gilmour Lake
Mr. and Mrs. Richard O. Rogers III
Mr. and Mrs. George C. Lautemann
Mr. and Mrs. Andrew J. Schindler
Mr. and Mrs. W. Randolph Loftis, Jr.
Mr. Willis Slane and Dr. Caroline Chiles
Ms. Judith B. Halverson Mr. and Mrs. F. Borden Hanes, Jr. Mr. and Mrs. Charles H. Hauser Mr. and Mrs. Richard D. Hensel Mr. and Mrs. Tommy L. Hickman
Mr. and Mrs. H. Vernon Winters Mrs. Calder W. Womble
SUPPORTERS – $500–$999 Dr. Edward Abraham and Ms. Norma-May Isakow
Dr. Matthew Cullinan and Ms. Anna Reilly
Mr. and Mrs. Thomas R. Adams
Mr. and Mrs. Richard N. Davis
Mrs. Amy P. Barnhardt
Dr. and Ms. James P. Dickerson
Mr. and Mrs. Graham F. Bennett
Mr. and Mrs. Thomas S. Douglas III
Mr. William G. Benton
Mrs. Elaine D. Dowdell
Mr. and Mrs. R. Gordon Bingham
Dr. and Mrs. Joseph B. Dudley
Dr. and Mrs. Malcolm Brown
Mr. James E. Gay III
Mr. and Mrs. Austin Byrne
Mr. and Mrs. Murray C. Greason, Jr.
Mr. and Mrs. Ronald J. Clein
Greater Winston-Salem Chamber of Commerce
[62] FUNDS AND DONORS
Kelley and Drew Hancock
Dr. and Mrs. Thomas J. Koontz
Mr. and Mrs. W. P. Sandridge, Jr.
Mr. and Mrs. James G. Hanes III
Mr. and Mrs. Jeffrey Lawyer
Mr. W. David Shannon
Mr. William E. Hollan, Jr.
Annette M. Leight
Mr. G. Dee Smith
Dr. and Mrs. Paul E. Horton
Ludy M. Strother Charitable Lead Annuity Trust
Mr. and Mrs. Robert C. Vaughn, Jr.
Mr. Eric N. Hoyle Mr. John W. Hunt Mr. and Mrs. Gordon W. Jenkins Mr. and Mrs. Stanhope A. Kelly Professor Rogan Kersh and Mrs. Sara Pesek
the winston-salem foundation annual report
Ms. Debbie Marshall Mercedes-Benz of Winston-Salem Mr. and Mrs. C. Edward Pleasants Mr. Clay V. Ring, Jr. Mr. and Mrs. Ed Robins
Dr. and Mrs. Bruce D. Walley Mr. and Mrs. Hans Wanders Mr. and Mrs. Scott F. Wierman Mr. and Mrs. John W. Willingham Mr. and Mrs. William F. Womble, Jr.
PHILANTHROPISTS – UP TO $500 Dr. Jon Abramson and Dr. Cynthia Lees
Mr. and Mrs. Harris F. Clein
Mrs. J.T. Greene, Jr.
Mr. and Mrs. John F. Lynch III
Mrs. Walter Roufail
Mr. and Mrs. Michael L. Clements
Mr. and Mrs. Edward W. Griggs
Dr. and Mrs. William McCall, Jr.
Mrs. Diana A. Salmons
Mr. D. E. Clinard, Jr.
Mr. Jonathan D. Halsey
Dr. James A. McCool
Mr. and Mrs. J. Robert Sanders, Jr.
Mrs. Sophia S. Cody
Mr. and Mrs. James A. Hancock, Jr.
Mrs. Margaret F. McIver
Mrs. Clemens Sandresky
Mr. and Mrs. James H. Corrigan, Jr.
Mrs. Miriam S. Harmon
Mr. and Mrs. John B. McKinnon
Mr. and Mrs. William W. Shaw
Ms. Shari Covitz
Mr. and Mrs. John Harrison
Mr. and Mrs. Dennis W. McNames
Mr. and Mrs. Kenneth N. Sisk
Mr. Greg A. Cox
Mr. and Mrs. Dennis G. Hatchell
Dr. and Mrs. J. Wayne Meredith
Mr. and Mrs. J. Todd Slate
Mr. and Mrs. Marcus B. Crotts
Mr. and Mrs. Joseph C. Hedgpeth II
Mr. and Mrs. David L. Meyer
Amy K. Smith and Kenny Smith
Mr. and Mrs. Richard M. Crowder, Jr.
Dr. and Mrs. Eugene R. Heise
Dr. and Mrs. Jay Michael
Mrs. Mary M. Smoak
Ms. LaRue P. Cunningham
Mr. and Mrs. Robert H. Holliday, Jr.
Mrs. Philip Michalove
Mr. R. Arthur Spaugh
Mr. and Mrs. Robert L. Dalton, Jr.
Dr. and Mrs. Robert Holmes
Mid-South Properties
Ms. Sheryll Strode
Dr. Courtland H. Davis, Jr.
Mrs. E. R. Howard
Dr. and Mrs. Henry S. Miller, Jr.
Mr. and Mrs. Ben W. Thomason, Jr.
Mr. and Mrs. John W. Davis III
Mr. and Mrs. Craig Hulighan
Mr. and Mrs. Ward B. Miller
Mr. and Mrs. J. Kenneth Torreyson
Mr. and Mrs. William A. Davis II
Mr. and Mrs. G. Dudley Humphrey
Ms. Ellen N. Monahan
Mrs. Virginia B. Trivette
Ms. Rebecca M. Deaton
Mrs. Jacqueline S. Hunt
Mr. and Mrs. Erling S. Tronnes
Mr. and Mrs. Daniel W. Donahue
Immedia Print
Mr. and Mrs. Kenneth F. Mountcastle, Jr.
Mr. and Mrs. Charles T. Douglas
Mr. and Mrs. James M. Iseman, Jr.
Mr. Roddey Dowd, Sr.
Mr. and Mrs. Thomas C. Jackson
Ms. Nancy Dunn
Dr. and Mrs. Ali Jarrahi
Dr. and Mrs. William Elesha
Mr. John C. Jessup
Mrs. Aurelia Eller
Ms. Betty W. Johnson
Marvin L. Ferrell
Mr. and Mrs. Douglas S. Jones
Mr. Tom Ferrell
Dr. and Mrs. F. Whitney Jones
Mr. and Mrs. Michael J. Fisher
Ms. Sherry A. Kellett
Mr. and Mrs. Richard P. Budd
Mr. and Mrs. Jerry Francis
Dr. and Mrs. David L. Kelly, Jr.
Mrs. Martha H. Butner
Mr. and Mrs. David Freedman
Mr. M. Carlyle Kinlaw, Jr.
Ms. Sylvia J. Caldwell
Mr. and Mrs. William H. Freeman
Mr. and Mrs. William A. Knott
Mr. Coy C. Carpenter, Jr.
Ms. Cici Fulton
Mr. and Mrs. Charles W. Kraft
Mr. and Mrs. Austin H. Carr
Mr. John K. Gallaher
Ms. Judy Lambeth
Ms. Genie Carr
Mr. and Mrs. Robert J. Gfeller, Jr.
Mr. and Mrs. Thomas W. Lambeth
Ms. Jo Ellen Carson
William A. Goodson
Mr. and Mrs. Robert A. J. Lang
Ms. Peggy C. Carter
Mr. and Mrs. William A. Goodson III
Mr. and Mrs. B. Thomas Lawson, Jr.
Mr. M. Campbell Cawood
Dr. Louis N. Gottlieb
Mr. and Mrs. Bruce Levin
Mr. and Mrs. Terry A. Clark
Mrs. Emma Graham
Mr. and Mrs. James E. Lippard
Dr. and Mrs. David H. Allen Anonymous (8) Mr. and Mrs. John Appel Mr. and Ms. James W. Armentrout Dr. and Mrs. Donald L. Armitage Dr. and Mrs. Philip R. Aronson Mr. and Mrs. Philip S. Auchincloss Mr. Dan W. Austell, Jr. Mr. Wesley Bailey Mr. and Mrs. Charles S. Baldwin III Bank of America Charitable Foundation Mr. and Mrs. H. Grady Barnhill, Jr. Dr. and Mrs. Edward S. Beason Mrs. Jean S. Blanton Dr. Frederick A. Blount Mr. and Mrs. Jack E. Blunk Dr. Ann Q. Bogard Dr. and Mrs. Edwyn T. Bowen, Jr. Mr. and Mrs. Grady E. Boyles, Jr. Mr. H. Michael Britt Dr. Richard Brodkin and Ms. Lois Buerkle
Ms. Judy Mountjoy Mr. and Mrs. R. Frank Murphy Mr. and Mrs. David B. Neal Dr. and Mrs. Lewis H. Nelson III Dr. Virginia K. Newell Mr. Benjamin Noland Mrs. Mary B. O’Connor Mr. Charles J. Palmer III Mrs. Zetta F. Parks Mr. and Mrs. Charles C. Patton Dr. and Mrs. V. Paul Pauca Mr. and Mrs. John R. Perkinson, Jr. Mr. and Mrs. Clifford W. Perry, Jr. Ms. Susan Pfefferkorn Mr. and Mrs. Cliff Purcell Mr. and Mrs. George A. Ragland Dr. Mae L. Rodney Ms. Daisy Rodriguez
Mr. and Mrs. David C. Twine Mr. and Mrs. Stuart F. Vaughn Mr. and Mrs. William R. Wallace, Jr. Walnut Cove Colored School Mr. and Mrs. J. Dudley Watts, Jr. Mr. and Mrs. David C. Wesson Mr. and Mrs. Harden B. Wheeler, Jr. Mr. and Mrs. William T. Whitaker II Wilco Hess Mr. and Mrs. J. Tracy Wilkerson Ms. Cynthia A. Williams Mr. and Mrs. John G. Williard Mr. and Mrs. Ben S. Willis, Jr. Mr. and Mrs. J. D. Wilson, Jr. Mr. William T. Wilson III Ms. Ann King Windham Mr. John G. Wolfe III Mr. and Ms. James E. Yarbrough, Jr. Mr. Ralph W. Yokeley
the winston-salem foundation annual report
FUNDS AND DONORS [63]
FINANCIAL OVERVIEW COMBINED STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS (MODIFIED CASH BASIS) DEC. 31, 2012 AND 2011 2012
2011
Cash and cash equivalents
ASSETS
$19,896,356
$12,444,297
Securities
227,843,551
205,608,654
1,058,678
1,081,852
RECEIVABLES: Student loans Notes Investment in partnerships Assets held in trust – real estate Building, improvements and equipment Split interest assets held in trust (Note 1) Other assets TOTAL ASSETS
-
20,033
17,228,255
16,792,057
3,612,275
4,174,211
997,469
994,840
38,242,912
34,927,740
1,084,720
951,065
$309,964,216
$276,994,749
LIABILITIES AND NET ASSETS LIABILITIES: Amounts withheld from employees Agency deposits Split interest assets held in trust (Note 1) Total liabilities
$5,200
$6,141
1,185,295
2,113,148
38,242,912
34,927,740
39,433,407
37,047,029
UNRESTRICTED NET ASSETS: Discretionary
27,191,094
28,137,182
Field of interest
25,198,149
24,664,862
17,860,500
16,368,644
Scholarship Student loan
1,370,176
1,453,203
Donor advised
116,095,115
96,118,668
Donor designated
62,608,627
57,254,723
Agency endowments (Note 2)
15,453,717
14,006,930
Real estate
3,938,892
4,100,878
814,539
(2,157,370)
270,530,809
239,947,720
$309,964,216
$276,994,749
Administrative Total net assets COMMITMENTS (Note 3) TOTAL LIABILITIES AND NET ASSETS
Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $23,790,117 and $22,782,825 as of December 31, 2012 and 2011, respectively. Note 2: For audited financial statements, Statement of Financial Accounting Standards No. 136 classifies agency endowments as liabilities instead of net assets. However, these endowments are legal assets of the Foundation and therefore are shown as net assets in these unaudited finanicals to mirror their treatment on the Foundation’s Form 990. Note 3: Unpaid grant commitments from endowed funds approved by The Winston-Salem Foundation Committee amounted to $1,587,165 and $2,123,159 at December 31, 2012 and 2011, respectively.
[ 6 4 ] FINANCIAL OVERVIEW
the winston-salem foundation annual report
COMBINED STATEMENTS OF RECEIPTS, DISBURSEMENTS, AND CHANGES IN NET ASSETS (MODIFIED CASH BASIS) YEARS ENDED DEC. 31, 2012 AND 2011 CHANGE IN NET ASSETS
2012
2011
$29,742,196
$36,188,414
3,680,965
4,867,192
RECEIPTS: Donations and bequests Interest, dividends, and other investment income Other receipts
161,758
270,477
Total receipts
33,584,919
41,326,083
20,215,868
20,865,232
2,792,721
2,667,376
676,077
63,797
DISBURSEMENTS: Grants Executive office operations Trustee banks’ and investment management fees Brokerage fees
40,759
27,421
Other disbursements
364,121
318,023
Total disbursements
24,089,546
23,941,849
RECEIPTS OVER DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS (LOSSES)
9,495,373
17,384,234
NET REALIZED AND UNREALIZED GAINS (LOSSES)
21,087,716
(6,544,379)
30,583,089
10,839,855
INCREASE IN NET ASSETS NET ASSETS BEGINNING OF YEAR
$239,947,720
$229,107,865
END OF YEAR
$270,530,809
$239,947,720
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. For a complete copy of the 2012 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at todd.slate@wsfoundation.org, or visit our Web site at www.wsfoundation.org.
TOTAL ASSETS (in millions)
273
289
300 269
277
TOTAL GRANTS PAID (in millions) 310
31
31
245
227
24
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FINANCIAL OVERVIEW [ 6 5 ]
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.
J. ANDREWS HANCOCK
JANET P. WHEELER
H. VERNON WINTERS
TOMMY HICKMAN
Chair
Vice Chair
Treasurer
Secretary
President Frank L. Blum Construction Company
Retired Vice President R.J. Reynolds Tobacco Company
Retired Chief Investment Officer Mellon Financial Corporation
Senior Vice President – Operations R.J. Reynolds Tobacco Company
LINDA GARROU
DR. GARY GREEN
Former N.C. State Senator
President Forsyth Technical Community College
M. CARLYLE KINLAW, JR., CFA
KAY LORD
DAVIDA W. MARTIN
Retired Executive Director and Chief Executive Officer Habitat for Humanity of Forsyth County
Forsyth County Attorney
MIKE WELLS
CYNTHIA A. WILLIAMS
Financial Advisor Merrill Lynch Retired Senior Vice President Bank of America
CORENA NORRIS-MCCLUNEY Counsel Kilpatrick Townsend & Stockton
[ 6 6 ] F O U N D AT I O N C O M M I T T E E S
Partner Wells Jenkins Lucas & Jenkins
the winston-salem foundation annual report
STAN KELLY Executive Vice President Wells Fargo
Senior Executive Vice President and Chief Corporate Communications Officer BB&T Corporation
THE WINSTON-SALEM FOUNDATION
SUPPORTING
COMMITTEES
2013 ASSET DEVELOPMENT COMMITTEE Gordon W. Jenkins, Chair
Drew Hancock
Anna Reilly
John W. Burress, III
Susan G. King
Napoleon Richardson, Jr.
Robbie O. Chandler
Deborah S. Marshall
Amy K. Smith
Marian M. Douglas
Jim Martin
Kimberly H. Stogner
Lynn Eisenberg
Ward B. Miller
Michael A. Trawick
Linda D. Garrou
C. Edward Pleasants, Jr.
Randall Tuttle
Scott Gerding
James K. Reaves, Jr.
Hayes Wauford
2013 STUDENT AID COMMITTEE
BLACK PHILANTHROPY INITIATIVE 2013 ADVISORY COMMITTEE Rev. Donald Jenkins, Chair
Paula McCoy
Dr. Betty Alexander
Corena Norris-McCluney
Alison Ashe-Card
Crystal Reynolds-Jones
Greg Brewer
Napoleon Richardson, Jr.
Tony Burton
Dr. Charlie Shaw Lydell Thompson
Betty Acey Alexander
Carolyn Gray
Larry Stephenson
Florence Corpening
Brian Allison
Kathy Hoyt
Jane Suitt
RaVonda Dalton-Rann
Shannon Thompson Dr. Lelia Vickers Kayla J. Williams
Scott Bauer
Lamar Joyner
Linda Tilley
Lynn Fuller-Andrews
Cheryle Belo
Barbara Lancaster
Paula Turner
Andrea Jenkins Chris Leak
Mary Ellen Candillo
Barbara Masi
Teresa White
John Candillo
Carolyn Matthews
Nancy Wilson
Carmen Caruth
George McLendon
Malishai Woodbury
Gwenn Clements
Janet Mullins
Karl Yena
Lindy Ellis
Kenneth Raymond
Nancy Young
James Gallaher
Daisy Rodriguez
Mariah Adams
Taylor Hill
Phillip Grande
Ava Smith-Pegues
Chase Beason
Austin Jackson
Jamilla Benton
Sami Lachgar
Peter Bi
Jackie Lin
Sam Blumstein
Sofia Lyons
THE WOMEN’S FUND OF WINSTON-SALEM 2013 BOARD OF DIRECTORS
YOUTH GRANTMAKERS IN ACTION 2012–2013 PARTICIPANTS
Walker Cullinan
Te-Nia MacFarlane
Allison Brashear, Chair
Florence Corpening
Lisa Purcell
Eileene Dowell
Jennifer Matthews
Holly Marion, Vice-Chair
Tonya Deem
Gemma Saluta
Carrie Fulton
Imani McClure
Alison Ashe-Card, Secretary
Tricia DeForest
Renee Taylor
Rachel Glock
Sequoia Miller
Anita Bain, Treasurer
Andrea Kurtz
Mary Craig Tennille
Hannah Harris
Bre’Ida Riddick
Sandra Boyette
Susan McBurney
Ashley Vogel
Wendy Brenner
Allison Norton-Rimron
Tory White
Candice Brown
Karen Pranikoff
the winston-salem foundation annual report
F O U N D AT I O N C O M M I T T E E S [ 6 7 ]
THE WINSTON-SALEM 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-Stewart — Receptionist Leila Warren — Executive Assistant Todd Slate — Vice President, Finance and Administration Betty Johnson — Financial Assistant Mary Jo Morgan — Accounting Associate Dee Smitherman — Comptroller COMMUNITY INVESTMENT Michael Clements — V ice President, Community Investment Edna Barker — A dministrative Assistant, Student Aid Betty Gray Davis — Senior Program Officer Robin Burr DeVane — Grants Manager Kay Dillon — Director, Student Aid Andrea Hulighan — Program Officer Sandra Fishel-Booth — Program Officer Brittney Gaspari — Director, Grants Sabrina Slade — Director, Women’s Fund
Seated ( from left) – Michael Clements, Scott Wierman, Annette Lynch
PHILANTHROPIC SERVICES
First row – Marisa Ray, Sandra Fishel-Booth, Meridith Whitaker, Lisa Purcell
Annette Lynch — Vice President, Philanthropic Services
Second row – Kay Dillon, Andrea Hulighan, Christina Perrin-Stewart, Jonathan Halsey, Robin Burr DeVane, Betty Johnson, Leila Warren, Cici Fulton
Jonathan Halsey — Donor Services Officer Jo Ann Kyslinger — Gifts Processor
Third row – Edna Barker, Jo Ann Kyslinger, Betty Gray Davis, Mary Jo Morgan, Todd Slate
Marisa Ray — Development Officer
Fourth row – Sabrina Slade, Brittney Gaspari, Dee Smitherman, David Gore
Meridith Whitaker — Philanthropic Services Associate
Design: M Creative | Cover and Story Photography: Christine Rucker; Event Photography: David Reavis and Martin Tucker Printing: Hutchison Allgood | Story Writing: Kathy Norcross Watts The inside pages of this annual report contain fiber sourced from well-managed forests.
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the winston-salem foundation annual report
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As the city of Winston-Salem celebrates its 100th birthday in 2013, The Winston-Salem Foundation is proud to be one of the city’s oldest and most loyal friends. Since 1919, people of vision and exceptional generosity have partnered with the Foundation to improve life in Forsyth County and beyond. From an initial gift of $1,000 to having well over $300 million in charitable assets today, the Foundation is living proof of Winston-Salem’s great philanthropic history as well as a promise to its future. We join in celebrating the city’s historic centennial as we pledge our ongoing commitment to a community that grows ever stronger through giving.
860 West Fifth Street Winston-Salem, NC 27101-2506 Telephone (336) 725-2382 Toll-free (866) 227-1209 Fax (336) 727-0581 www.wsfoundation.org
Confirmed in Compliance with National Standards for U.S. Community Foundations