Williamsburg Community Health Foundation Annual Report

One generation plants the trees . . .

williamsburg community health foundation

report to the community

07

report to the community 2007

... while another enjoys the shade.

– Chinese Proverb

table of contents 1

message from the chair and president

2

about the foundation

3

grantmaking

6

access

10

prevention

14

capacity building and agency support

18

investment review

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financial summary

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board of trustees and staff

message from the chair and president

Living in the Historic Triangle, it is grantmaking. As a result, WCHF is better able to place easy to see the wisdom of the ancient funds more expeditiously where they will have the greatest Chinese proverb “One generation impact on those most in need. plants the trees, while another enjoys The year ended on a high note as WCHF prepared the shade.” We are a community rich to relocate to New Town in James City County. The new with stories that transcend time and location includes a Foundation meeting room available at in the process improve the quality no charge to WCHF grantees, in an area where parking of life for the next generation. This is plentiful. legacy shapes who Snapshots of 2007 WCHF success stories include: we are today: a health-conscious • WCHF partners with the Williamsburg-James City County Public Schools on the School people poised to lead Health Initiative Program (SHIP). The goal of this Foundation-led initiative is to create a culture of wellness for the entire community. SHIP starts with school staff, students and by example. This their families with the belief that these three target groups will create a ripple effect into 2007 Williamsburg Community Health the larger community. Additionally, SHIP makes it possible for some 800 school-age Foundation (WCHF) Annual Report children and their families to be linked with health insurance through Virginia’s Family highlights the experiences of local people Assistance Medical Insurance Service (FAMIS) and Medicaid. who have gained access to healthcare and prevented or reduced the effects of chronic • In a program based on computer technology administered by the Virginia Health Care disease. In addition, numerous local health Foundation, the Greater Williamsburg Medication Assistance Program receives $390,000 and human service agencies have increased in WCHF funding to provide uninsured and underinsured Virginians with prescription medications to ensure their needs are met. Through the program, 1,780 patients received their capacity to deliver health services in 11,648 prescriptions. our community.

• Among other services, the Olde Towne Medical Center is funded by WCHF to provide This year WCHF’s story is told obstetric and prenatal healthcare to more than 145 mothers who would not otherwise be through the voices of beneficiaries of receiving these services. more than 40 area health-related agencies supported by the Foundation with • WCHF funds Peninsula Agency on Aging’s No Wrong Door program, a pilot statewide funding totaling $7.3 million. Their project that includes Williamsburg, James City County and upper York County. No Wrong Door will help residents receive federal, state and local governmental health and human personal accounts are captured in this services more effectively. report. Together these experiences underscore the effectiveness of WCHF’s • WCHF funds Network for Latino People to implement the Community Medical disbursement of more than $32 million Interpretation Service. Its goal is to establish a local training program to produce quality in the community to meet health-related medical interpreters. needs since its inception in 1996.

WCHF is proud of its legacy of service to meet the Placement of these grants ushers WCHF into its second healthcare challenges of our time and beyond. On behalf decade of service to the people of the City of Williamsburg, of the Board and Staff, we are honored to serve our friends and the Counties of James City, York, Charles City, Gloucester, and neighbors in these and other efforts to improve the New Kent and Surry.

WCHF has also paved the way to more effectively quality of life for the people in the WCHF service area. meet the community’s need for childhood and adolescent mental health services by supporting the transition of the Gilbert A. Bartlett Children’s Mental Health Initiative from a planning group Chair, Board of Trustees to a leadership team with an advisory committee.

The WCHF Board of Trustees laid the groundwork Kerry C. Mellette for WCHF’s 2007– 2011 Strategic Plan to better define the President & CEO Foundation’s mission, scope of work and service areas.

A new mission statement resulted in more clearly defined goals for 2008 and beyond. WCHF’s emphasis shifted from reacting to funding requests to proactive, goal-specific 2007 Report to the community

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About the Foundation

Our Organizational Goals • Make a positive difference in the quality of life and

health of people living in Williamsburg and surrounding counties through grantmaking, education and capacity building programs.

• Be a flexible and responsive leader, convener and innovator

in addressing the critical and changing health needs of the communities within the Foundation’s service area.

• Exercise responsible stewardship of the Foundation’s

financial and intellectual resources to assure the perpetual viability of the Foundation for the benefit of those living in Williamsburg and surrounding counties.

Our Values We are one team working together to reflect our passion for excellence and commitment to our mission. We, the Trustees and Staff of Williamsburg Community Health Foundation, conduct ourselves and provide services based on the fundamental values that are at the core of who we are.

• We demonstrate mutual loyalty, respect, trust and

support.

• We communicate in a manner that is honest, effective

and sensitive.

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• We hold ourselves to the highest standards of ethics,

integrity and accountability.

• We recognize and value each other’s unique contributions,

diversity and accomplishments.

• We promote continuous growth in our staff, volunteers

and community partners.

Grantmaking

Grantmaking or philanthropy: One of the many tools the Williamsburg Community Health Foundation uses to improve the health of people living in Williamsburg and surrounding counties. It consists of, but is not limited to, donating money, goods, time, intellect or efforts to support worthwhile health programs and entities, in discrete periods of time and in relation to defined objectives.

The History of WCHF Grantmaking

WCHF Foundation-directed grants are led by WCHF staff in collaboration with local partners who implement community-based activities with Foundation guidance. The 2007- 2011 WCHF Strategic Plan directs the Foundation to devote a greater percentage of its financial resources to foundation-directed programs in the coming years. This program entails major grantmaking efforts to effect largescale, long-term change designed to transform the funded area. Funds are allocated with the expectation of reaching measurable and enduring results at the end of a longer grant cycle.

Long-range planning is a critical success factor for implementation of these resource-intensive programs.

Grantmaking is the chief priority of the Williamsburg Community Health Foundation. For more than a decade, WCHF has served as custodian of funds that existed prior to and as a result of the merger between Williamsburg WCHF’s Board review process for Foundation-directed and competitive grants Community Hospital and Sentara Heathcare. The determines which grantees are in the best position to achieve the health corpus of the Foundation’s assets was derived from outcomes critical to the community now and in the future. WCHF leadership this union. Net assets as of December 31, 2007 were also evaluates WCHF capacity building initiatives to ensure they are effective $140 million. Returns on these funds are used to in strengthening area nonprofit health and human services agencies. provide grant funding to health-related nonprofit and At WCHF, evaluation is defined as the systematic determination of worth. government entities in the Foundation’s service area.

Evaluation measures are powerful tools to assure WCHF’s commitment to Since 1996, WCHF has awarded $32 million good stewardship. Chief among the goals of WCHF’s evaluation process is to over 100 organizations in the Historic Triangle the strategic placement of funds to achieve the greatest good. and surrounding counties to meet health-related Competitive grants require potential grantees to submit needs. In 2007 WCHF’s service area included the City a proposal for consideration for available funding. Though of Williamsburg, and the Counties of James City, York, these projects vary from year to year, they must meet the Charles City, Gloucester, New Kent and Surry. A private, Foundation’s grant guidelines to improve the health of all independent foundation, WCHF is governed by a 21residents in need of care. member volunteer Board of Trustees.

Competitive grants are WCHF’s vehicle for funding innovation. Through this pool of resources the Foundation WCHF Grantmaking Today funds fresh approaches to address health challenges in the As the result of a new strategic plan implemented community. Generally, programs receiving competitive by the Board in 2007, three types of WCHF funding grant funds are funded with an understanding that they are possible through two funding cycles. WCHF uses a will eventually become self-sustaining. combination of health needs assessments, quantifiable data on gaps in the delivery of health services and input from community leaders as part of the funding selection process. Throughout the year, WCHF convenes formal and informal meetings to ensure Foundation resources are effectively used to address measurable solutions to healthcare challenges facing the community. WCHF supports projects to improve access to healthcare, eliminate barriers to meet health needs, address health disparities, create healthier environments and support efforts for residents of all ages to take personal responsibility for their health and the health of their families.

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Capacity building grants improve the effectiveness of WCHF grantees through technology upgrades and professional development that benefit the community at large. Select WCHF capacity building programs are open to agencies who have not received Foundation funding.

In 2007, the Foundation continued a number of capacity building programs already in place. They include WCHF’s LEAD! and LEAD! Leader’s Circle. LEAD! is a professional development and capacity building program, while LEAD! Leader’s Circle brings area nonprofit volunteer and staff decision makers together to network and resolve critical issues facing the wellbeing of the community.

How to Request a Grant There are two steps to WCHF’s competitive grantmaking process: the Letter of Intent (LOI) and the Grant Application. Projects are considered for funding if they meet one or more of the Foundation priorities: Access, Prevention or Capacity Building. Applicant LOIs that meet the Foundation’s eligibility requirements, strategic objectives and funding priorities will be invited to submit fully-developed proposals online for the Grant Application phase.

Specific guidelines, forms and deadlines can be found online at www.wchf.com

Excerpt from a letter on CHKD’s “Healthy You” program Dear Ms. Mellette: It is my pleasure to thank you and the Williamsburg Community Health Foundation for your commitment of $60,234 to expand the “Healthy You” weight management program to the Williamsburg community. Childhood obesity is growing in epidemic proportions, and as a major provider of medical services in southeastern Virginia, CHKD sees firsthand how poor eating habits and sedentary lifestyles are affecting our children. “Healthy You” is one step that we are taking to help our children get back on the right track.

Many families lack the financial resources to pay for a program of this kind, and there is very little reimbursement from insurance. Without your partnership, we would not be able to expand this important program to Williamsburg.

The impact of “Healthy You” on each child involved is significant because we combine education, individualized clinical assessment, emotional support and exercise in a format that is fun and age appropriate. Our staff also requires parents to participate with their children, which is helping to improve the lives of entire families.

We are so grateful that the Foundation is committed to the health of our children.

Sincerely, James D. Dahling President and Chief Executive Officer Children’s Hospital of The King’s Daughters

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S c h o o l h e a l t h I n i t i a t i v e p r o g r a m ( SHIP ) “ SHIP is a great program the children truly benefit from.

My child now has an increased awareness of a healthy lifestyle. As a result, she WANTS to eat healthy snacks and is purposely physically active every day. Thank you for providing these programs for us!”

– SHIP Challenge Club Parent

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access

No wrong door initiative “ As a provider of services to seniors in the Historic Triangle, the Colonial Services Board has witnessed the rapid growth of this population — and the increasingly complex system of services required to meet their needs.

The No Wrong Door Initiative aims to bring the many providers of services together to share information in a way that will help us and our community partners to better and more efficiently coordinate care for seniors with behavioral, health and other needs.”

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– David Coe Executive Director, Colonial Services Board

Access: The freedom or ability to obtain or make use of something.

technology resource centers in the community. One-stop online services will integrate the manner in which people receive preventive, outpatient and long-term care.

Hospice House and Support Care of Williamsburg provides round-the-clock services to palliative care patients in the final phase of life, and their families. In 2006, 140 patients received 24-hour-a-day end of life and respite care, and 610 family members were served at Hospice House.

That is more than double the number of people served

Just as the smallest sapling and the mightiest oak both need nutrients to thrive, access to healthcare throughout the years plays a major role in our overall quality of life. Studies show the most cost effective care is delivered early in life, while advances in human services help individuals in their golden years and at journey’s end. From the implementation of community-wide programs to eliminate Hospice House and Support Care of Williamsburg childhood obesity to providing access to prescription medicine, WCHF grantees “ During the last year of her life, we moved Mom in to live with us. The challenges worked in 2007 to improve access to healthcare of caring for her and coping with the deterioration the disease caused was almost overwhelming. I can honestly say that without Hospice House, I don’t know how for those in the greatest need. we would have made it through that very difficult time. Beyond the interest in the With a grant of $2,383,075, WCHF “patient” a real concern for the caregiver was apparent. Hospice House allowed positioned the Williamsburg-James City County School Health Initiative Project (SHIP) us to bring Mom to their beautiful home for a week of respite care, providing us a much needed break from the stress built up from months of caregiving. When it was as the top Foundation-directed wellness apparent that Mom’s journey was reaching its end, Hospice House offered gentle, program. The overall goal of SHIP is to create loving and peaceful surroundings. It is vitally important we ensure that Hospice a culture of wellness for the entire community.

House will always have the ability to assist those who find themselves in this most SHIP’s best practices in diet, education, exercise difficult of situations.” and lifestyle change for good health will be

– Janet L. DePaul rolled out to the community at large in a later phase of the in 2002 when the program opened its doors. With those Foundation’s plan. In 2007, SHIP entered year two of a over the age of 65 expected to comprise the fastest growing three-year WCHF funding cycle and extended its work in segment of the population in the Historic Triangle in the the community to bring related service providers together next U.S. Census count, the demand for volunteer services in the fight against childhood obesity. provided by Hospice House will continue to grow.

For example, SHIP supported WCHF’s vision to bring The Chronic Care Disease Management Program is “Healthy You,” a pediatric obesity management program of designed to improve the system of care for chronically ill, the Children’s Hospital of the King’s Daughters (CHKD) uninsured residents of Williamsburg and surrounding to our area to help fight the national epidemic of childhood counties. WCHF funding helps improve the capacity of ten obesity in the local community. As a result of collaboration area healthcare providers to better serve this population. with SHIP, CHKD’s outreach includes private practice Participants include — Angels of Mercy, Bay Aging, pediatric doctors, the Lackey Free Clinic, Olde Towne Central Virginia Health Services, Colonial Services Medical Center and the R.W. Wilkinson YMCA to provide Board, Gloucester/Mathews Free Clinic, Olde Towne overweight children and their parents with the skills to Medical Center, Olivet Medical Ministry (Lackey Free lead a healthier lifestyle. This is accomplished by building Clinic), Rx Partnership, Sentara and Three Rivers Health awareness among children and their families regarding the District. WCHF resources for these safety net providers health benefits of good nutrition, increased exercise and will enhance their ability to collaborate and learn from one improved self-esteem. another as they share best practices.

As the lead local agency on Virginia’s public-private initiative, No Wrong Door, the Peninsula Agency on Aging uses technology to help meet the health and human services needs of seniors, adults with disabilities, caregivers and providers. Serving residents of the City of Williamsburg, James City County, York County and other localities, the vision of this statewide system is to place web-based 2007 Report to the community

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H o s pice H o u s e a n d S u ppo r t C a r e o f W i l l i a m s b u r g Hospice House received two multi-year grants from the Williamsburg Community Health Foundation.

This support has ensured the beauty and tranquility of Hospice House, as well as the quality of care provided to both patients and caregivers.

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grant awards – Access

Alzheimer’s Association of SE Virginia Alzheimer’s Disease: Help for Today & Hope for Tomorrow....... $89,991 Angels of Mercy Medical Mission Angels of Mercy Type 2 Diabetes Program.............................. $58,760 The Arc of Greater Williamsburg Expansion of Transportation Services for the Adapted Wellness Program (3 years)........................................ $60,000 Bacon Street Adolescent Substance Abuse Treatment.................................... $61,295 Youth Substance Abuse Prevention.......................................... $50,611 Bay Aging Bay Transit Non-Emergency Medical Transportation............ $76,409 SOS PLUS – Senior and Disabled Outreach Services............. $52,800 Child Development Resources Comprehensive Health Investment Project (CHIP) of Greater Williamsburg (3 years).......................................... $195,000 Emergency Funding For Clean-Up Efforts & Ongoing Operation.................................................................... $19,999 Children’s Hospital of the King’s Daughters Healthy You Pediatric Obesity Management Program........... $60,234 Colonial Community Corrections Better Ways – A Therapeutic & Transitional Substance Abuse Program......................................................... $35,695

Middle Peninsula-Northern Neck Community Services Board Expansion of Pediatric Developmental Services in the Middle Peninsula (2 years)............................................. $78,550 Northern Neck Free Health Clinic Medical Clinic/Nurse Practitioner Salary Support.................. $40,000 Olivet Medical Ministry, Inc. The Lackey Free Clinic Chronic Care Project........................ $42,000 Peninsula Agency on Aging No Wrong Door Project (3 years).......................................... $637,847 Senior Services Coalition (Peninsula Agency on Aging, Fiscal Sponsor) RIDES Program Support ........................................................ $36,900 Sentara Williamsburg Regional Medical Center Auxiliary Bone Density Testing for the Uninsured.................................... $7,500 Thomas Nelson Educational Foundation, Inc. Health and Medical Services Pathway..................................... $25,000 Virginia Health Care Foundation The Greater Williamsburg Medication Access Program (GWMAP)............................................................... $390,508 Williamsburg Area Faith in Action Non-Medical Volunteer Support Services for the Home-Bound Elderly, Disabled & Chronically Ill.................. $76,000

Colonial Community Criminal Justice Board Mental Health and Substance Abuse Education for First Responders..................................................................... $5,270 Colonial Services Board Intensive In-Home Services............................................$55,000 Intensive Outpatient Program (IOP) (3 years)............$270,000 Parenting for Positive Outcomes (2 years).....................$35,000 Psychiatric Services at Olde Towne Medical Center (3 years)...............................................$120,000 WCHF Chronic Care Initiative.....................................$15,000 CrossGap Ministries, Inc. CrossGap Home Accessibility, Repair & Maintenance (CHARM) Fund......................................$10,000 Gloucester County Parks, Recreation & Tourism On the Move....................................................................$47,540 Gloucester County Public Schools Hand Sanitizer Project...................................................$15,572 Gloucester/Mathews Free Clinic Dental Services................................................................$54,834 WCHF Chronic Care Initiative.....................................$86,866 Grove Christian Outreach Center Food PLUS Access Program...........................................$59,145 Historic Triangle Substance Abuse Coalition (The College of William & Mary, Fiscal Sponsor) Historic Triangle Substance Abuse Coalition (3 years).........................................................................$482,327

Real help for families at Bacon Street “ After years of using drugs and alcohol I stopped caring about my future and even about my family. I didn’t see how my drug use was affecting them.

Then my parents began attending a parent support group at Bacon Street.

There they met other parents in the same situation who gave them support and hope. With the help of the Bacon Street counselors my family and I were enrolled in the Intensive Outpatient Program. Now after over two years of hard work, we are all in recovery. At Bacon Street, I learned how to face my life drugfree and my parents learned how to maintain the serenity they fought so hard to get. I am proud of my success and value what I have accomplished.”

– Erin

“ Bacon Street is not just for troubled teens — they have prevention and intervention programs that help parents steer their kids in the right direction and make positive choices. Our family has been taking a class called ‘Parenting with Love and Limits’ and the counselors are phenomenal!”

– Anonymous

Hospice House and Support Care of Williamsburg Hospice House Direct Care Staffing (3 years).............$264,000

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Prevention

parenting for positive outcomes “ Parenting for Positive Outcomes” offers seventeen programs of varying intensities to parents of young children, such as parent-infant massage classes.

The focus is on improving parenting skills and increasing parental knowledge of child development.

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Prevention: To deal with beforehand.

York County’s Division of Social Services’ In many ways the Historic Triangle is a living laboratory.

Psychological and Substance Abuse Services (PSAS) and We are known worldwide for making colonial history come Family Counseling Services (FCS) meet the needs of at-risk to life for 21st century America. Today we are gaining a youth and their families. PSAS has reduced the incidence reputation for our part in a successful movement to create of substance abuse through comprehensive substance a culture of wellness throughout the community. Regional abuse assessment/evaluation, multi-family substance abuse planners laid bicycle and footpaths to encourage exercise. education groups and participation in individual/family Health providers educate patients and families regarding counseling. FCS strengthens the relationships of at-risk risk factors associated with chronic disease. Prevention has adolescents and their families. long been one of the chief public health messages of WCHF grantees. Their work meets the health Colonial Services Board’s Intensive Outpatient Program and mental health needs of youth, adults, “ Upon my release from jail in May 2007, I entered the Colonial Services Board’s Intensive families and seniors.

Outpatient Program. I am from a good family and had never been in any trouble before, National healthcare studies show what but years of abusing prescription drugs had led me to break the law to support my habit. we have learned firsthand. Cardiovascular I found myself lost and desperate for help. Through this incredible program, I learned disease, diabetes, high blood pressure, about my disease — and myself. I began to understand my potential and my limitations. cancer and respiratory illness are among This program is essential and life-changing, and gave me the tools to start living a clean, the conditions that can be forestalled or happy life through a strong recovery program. They also provided family counseling even prevented through the elimination to help us all understand the disease and begin to heal, and I began to re-establish of known risk factors. Oral health is relationships and trust with my family. Their passion for helping addicts inspired me recognized as a leading indicator of to do the same. I have also been gainfully employed since my release and was recently overall health. Today WCHF grantees promoted to a supervisory position. Best of all, I have been clean and sober since encourage oral hygiene and regular dental December 2006. The Colonial Services Board staff saved my life! My family and I are care. Early detection, increased physical forever in their debt.”

– Anonymous activity, deterrence of substance abuse and a balanced diet are key interventions known to prevent chronic disease.

Examples of WCHF supported work include “My Personal Best,” a program of Central Virginia Health Services, Inc. Addressing health disparities among people in rural minority communities by combining exercise, nutrition and education, the program’s goal is to achieve sustainable improvements in the management of chronic disease.

The Colonial Services Board project, “Parenting for Positive Outcomes” includes seventeen programs for parents of young children. The project focuses on improving parenting skills and increasing parental knowledge of child development.

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m y pe r s o n a l b e s t Central Virginia Health Service’s “My Personal Best” is a program of exercise, nutrition and education that addresses health disparities in rural minority populations. The goal is to combine healthcare delivery with physical fitness to achieve sustainable improvements in preventing and mitigating the effects of chronic illness.

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grant awards – Prevention

Alzheimer’s Association Greater Richmond Chapter Respite Scholarship Program for Middle Peninsula/ Northern Neck Area.................................................................. $10,000 American Cancer Society Body and Soul Program............................................................ $10,000 Angels of Mercy Medical Mission WCHF Chronic Care Initiative............................................. $128,079 Avalon: A Center for Women and Children Avalon Empowerment Team.................................................... $91,955 Bay Aging WCHF Chronic Care Initiative............................................... $15,000 Center for Child & Family Services, Inc. Peaceful Alternatives to Tough Situations (PATTS) for Teens & Parents Anger Management Groups (2 years)........... $23,200 Center for Excellence in Aging & Geriatric Health Expanded Older Driver Rehabilitation Program..................... $43,180 Central Virginia Health Services, Inc. My Personal Best..................................................................... $130,081 WCHF Chronic Care Initiative............................................. $257,091 Charles City Elementary School Charles City Public Schools All-Stars.................................... $110,000 Child & Family Connection (Center for Child & Family Services, Inc., Fiscal Sponsor) Mental Health Initiative for Young Children/ Establish a Volunteer Program................................................. $32,452 Child Development Resources Early Intervention Services for Infants, Toddlers & their Families (3 years)....................................................... $240,000

Rx Partnership WCHF Chronic Care Initiative............................................... $15,000 Sentara Williamsburg Regional Medical Center Aquatic Therapy and Rehabilitation Services.......................... $42,185 Breast Cancer Navigator (2 years)......................................... $160,555 WCHF Chronic Care Initiative............................................... $15,000 The Salvation Army Red Shield Feeding Program.................................................... $10,000 Three Rivers Health District Healthy Native Living (2 years).............................................. $52,920 WCHF Chronic Care Initiative............................................... $15,000 Williamsburg AIDS Network HIV/AIDS Community Awareness and Support Campaign....... $15,845 HIV/AIDS Services Sustainability and Feasibility Project (2 years)....................................................................... $260,000 Williamsburg Area Meals On Wheels, Inc. Subsidized Meals for Low-Income Clients (2 years)............... $30,000 Williamsburg-James City County Public School Division Help is Down the Hall: A Student Assistance Program to Reduce Substance Abuse....................................................... $35,000 York County “Heart-Start, Save A Life”....................................................... $32,000 York County Division of Juvenile Services Juvenile Services Education Resources Grant............................ $5,449 Psychological & Substance Abuse Services (PSAS) and Family Counseling Services (FCS)................................. $160,000

Housing Partnerships, Inc. Home Modifications for Persons with Disabilities................... $30,000 James City County Police Department Automated External Defibrillator (AED) Expansion Program................................................................... $33,625 National Kidney Foundation of the Virginias, Inc. Client Prevention and Assistance Program............................... $20,000 Olde Towne Medical Center WCHF Chronic Care Initiative............................................. $113,500 Olivet Medical Ministry, Inc. WCHF Chronic Care Initiative............................................. $244,839 Parent-Child Development Corporation Begin Educating Early (B.E.E.) (2 years)............................... $20,000 Peninsula Emergency Medical Service Council, Inc. Equipping ECG’s for Area Rescue Squads............................... $80,625 Peninsula Metropolitan YMCA Matching Funds for Williamsburg Family Wellness Center.......................................................... $110,718

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Capacity Building and Agency support

l e a d e r s h i p e d u c a t i o n a n d d e v e l o p m e n t ( LEAD ! ) Since September 2006, nonprofit CEOs and senior staff have found the opportunity to gain new knowledge, strategies and skills that will help them move toward excellence in leadership and management. Hundreds of nonprofit leaders from over 100 agencies have participated, and more than three quarters of them plan to make on-the-job changes as a result of their work with LEAD!

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Capacity Building: The development of an organization’s core skills and capabilities, such as leadership, management, finance and fundraising, programs and evaluation, in order to build the organization’s effectiveness and sustainability.

counties.” To accomplish this goal, LEAD! brings experts in nonprofit leadership and management to our community to address issues local leaders identify as priorities. The Foundation’s support allows the seminars to be offered at fees that nonprofits and their boards can afford.

WCHF encourages students to pursue health careers, including nursing, and underwrites academic scholarships through several existing programs. Beneficiaries include single mothers and those in full-time jobs through the “Helping Hands” tuition assistance program at Lafayette

One of the Foundation’s most significant strategies for long-term impact is to strengthen the capacity of local nonprofits. The basic premise of nonprofit capacity building is that strong, effective and well-managed nonprofits are more likely to reach their programmatic goals Historic Triangle Substance Abuse Coalition and the F.R.E.E. Program and achieve their mission. In 2007, WCHF “ I am a 15-year-old sophomore at Bruton High School, and a strong youth leader who grants were made to a variety of capacity enjoys serving others. I jumped at the opportunity to attend the YADAPP (Youth Alcohol building and organizational development and Drug Abuse Prevention Project) conference. This led me to F.R.E.E., an organization projects. These funds help meet the need of teenagers who encourage their peers to stay drug-free by providing information and for improved technology and professional outreach programs. As a member of this organization, my perception of what it means development among area nonprofit to be a teenager has changed. I no longer feel that drinking and drugs are a normal part organizations. of growing up.”

Friends Reaching Every End (F.R.E.E.) – LaShawn Greenhow F.R.E.E. Student is a youth leadership development program of the Historic Triangle Substance Abuse “ I truly believe that the effectiveness of F.R.E.E.’s vision rests upon bringing parents and Coalition (HTSAC) managed by young youth into the same arena and creating a comfortable communication environment. people to help reduce substance abuse in I’ve learned that having purpose and direction as a youth results in choosing friends the community. WCHF helps to fund the who have purpose and direction. I also believe that hurt people hurt people, and that Colonial Services Board and The Salvation free people free people.”

Army, which provide services for individuals – Nyckole Russell in recovery.

F.R.E.E. Student Sponsored by WCHF in collaboration with the Leadership Institute of the William & Mary School of Education, the Leadership Education and Development (LEAD!) seminar series prepared for its third year of operation in 2007. WCHF is committed to building the capacity of the nonprofit agencies and organizations whose services align with the Foundation’s mission “to improve the health of people living in Williamsburg and surrounding What participants are saying about LEAD! seminars: “ Being part of a new nonprofit, everything I learned today is invaluable.” “ Each seminar I’ve attended has been better than the last!” “ I feel very motivated and prepared to involve board members and volunteers at a more active level.”

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High School. Thomas Nelson Educational Foundation, The 160 volunteers for Williamsburg Area Meals Inc. receives WCHF funds to assist students with tuition, on Wheels (MOW) received the Dr. Blaine Blayton fees and books and helps graduates enroll in four-year Outstanding Volunteer Award. In 2006, MOW volunteers Bachelor of Science Nursing programs throughout traveled some 68,000 miles in their own cars to deliver over Virginia. Additionally, WCHF contributes to health career 26,000 hot, nutritious meals to 100 people per week. scholarships for Jamestown and Lafayette High School The Williamsburg Arthritis Project was selected for the students through the WJCC Community Scholarship Fund.

WCHF Reverend Thomas Pugh Outstanding Community The York-James City-Williamsburg NAACP receives Health Award. As a program of the Virginia Chapter of the WCHF funds and encourages minority senior high school Arthritis Foundation, the Williamsburg Arthritis Project students to pursue medical careers through a scholarship has allowed more than 1,200 local residents to benefit from fund to study various aspects of medicine, including national arthritis initiatives to address the effects of this medical technology. chronic disease.

Healthcare Heroes is WCHF’s annual awards Healthcare Heroes recognition program to honor leaders, volunteers, institutions, programs and others who have made a Since 1999, the Foundation has honored individuals in the greater Williamsburg significant contribution to the quality of life of local area who are committed to addressing complex health issues and finding residents through innovative solutions. In place since solutions that make a difference in the lives of community residents. In 2007, the Health Foundation highlighted employees and volunteers who have gone 1999, Healthcare Heroes has become a signature the extra mile to enhance the quality of life for our growing senior population. program of the Foundation. In 2007, WCHF A $10,000 grant was awarded to each agency that the Hero represents. highlighted employees and volunteers for their work to meet the needs of the growing senior population in our area. The Foundation made a grant award of $10,000 to each agency represented by a WCHF Healthcare Hero.

William S. Massey, CEO of the Peninsula Agency on Aging for nearly 25 years, received the Vernon M. Geddy, Jr. Healthcare Hero Award for Outstanding Leadership.

Over the years, he has taken on numerous leadership roles in senior services and senior health in the region.

WCHF’s Dr. Baxter Bell, Sr. Outstanding Employee Award was presented to Evangeline “Van” Smith for her work since 1998 as the primary driver of RIDES, the Medical Escort Service for the Historic Triangle Senior Center. In addition to getting them where they need to go, Ms. Smith has provided her senior clients with companionship, compassion and dignity.

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grant awards – Capacity building

Arthritis Foundation Healthcare Hero Award............................................................ $10,000 Child & Family Connection (Center for Child & Family Services, Inc., Fiscal Sponsor) Improving the Quality of Family Child Care.......................... $43,413 Colonial Court Appointed Special Advocate Program Associates Program.................................................................... $30,000 Dream Catchers at the Cori Sikich Therapeutic Riding Center Volunteer Academy................................................................... $15,000 Foodbank of the Virginia Peninsula Foodbank of the Virginia Peninsula Capital Campaign......... $75,000 Historic Triangle Senior Center Healthcare Hero Award............................................................ $10,000 National Institute of Senior Centers Accreditation Process................................................................. $23,200 Technology Training for Senior Citizens.................................. $27,098 Lafayette High School Helping Hands Scholarships..................................................... $30,000

WCHF Capacity Building Community Planning............................................................... $34,825 Professional Development......................................................... $36,831 Technology Support................................................................. $245,330 WCHF Walking Works Grants issued as part of exercise program for WCHF Board of Trustees......................................................................... $7,500 Williamsburg AIDS Network General Operating Support....................................................... $19,999 Williamsburg Area Meals On Wheels Healthcare Hero Award............................................................ $10,000 Williamsburg-James City County Public School Division Purchase of Convection Ovens for the School Health Initiative Project (SHIP).......................................................... $19,999 WJCC Community Scholarship Fund Health Careers Scholarships....................................................... $6,000 York-James City-Williamsburg NAACP Student Scholarships for Medical Careers................................ $15,000

Parent-Child Development Corporation Here & Now & Down the Road: PCDC Organizational Realignment Project........................... $20,000 Peninsula Agency On Aging Healthcare Hero Award............................................................ $10,000 Reach Out and Read Virginia (Reach Out and Read, Inc., Fiscal Sponsor) Reach Out and Read, Williamsburg Expansion...................... $35,000 Sentara Williamsburg Regional Medical Center Clinical Simulation Laboratory & Nursing Faculty Instructor (2 years)...................................... $237,000 Healthcare Workforce Development........................................ $60,000 Sentara Williamsburg Regional Medical Center Auxiliary Health Careers Scholarships..................................................... $10,000 Thomas Nelson Educational Foundation, Inc. Nursing Scholarships................................................................. $60,000

Thomas Nelson Educational Foundation, Inc. receives WCHF funds to assist students with tuition, fees and books and helps graduates enroll in four-year Bachelor of Science Nursing programs throughout Virginia.

2007 Report to the community

17

Investment Review

Investment Objectives

Investment Results

The Foundation’s financial assets are invested with the primary objective of providing the financial support needed to fulfill the Foundation’s mission in perpetuity. To meet this objective, the Foundation strives to achieve a long-term total return sufficient to support its ongoing operations and programs while keeping up with inflation. As a private foundation which must annually distribute five percent of its investment assets in grants and related expenses, this equates to an annual return objective of inflation plus at least five percent over the long term. The Foundation also judges the performance of its investment portfolio in relative terms, striving to outperform relevant benchmarks for the portfolio as a whole, for individual managers and for manager groupings.

The Foundation’s diversified portfolio produced a 10.1% “net-of-fee” return in 2007, compared with a 6.3% return for its performance benchmark. Alternative asset investments were the primary contributors to returns in excess of the benchmark. Long-term performance continues to meet, and even exceed, investment objectives for the Foundation’s assets. Annualized returns compare favorably with those of peer institutions and the Foundation’s performance benchmark and have been sufficient to maintain the real (inflation-adjusted) value of the Foundation’s assets while supporting its ongoing programs and operations.

annualized returns

Investment Process The Foundation’s investment portfolio receives close attention from an investment committee composed of experienced persons with diverse business backgrounds.

In accordance with the Foundation’s Investment Policy and with the assistance of an independent investment consultant, the committee has developed a well-diversified, professionally managed investment portfolio designed to meet the investment objectives described above while minimizing risk. The portfolio includes domestic and international stock and bond funds and a variety of alternative asset investments such as hedge funds, private equity and natural resources.

All assets are invested with outside investment managers with proven records.

for periods ending 12.31.07

1-year

3-year

5-year

10-year

Fund

10.1%

11.4%

14.2%

8.2%

Benchmark

6.3%

9.1%

12.7%

6.9%

Commonfund Foundations Mean

9.7%

10.6%

12.8%

–

The Foundation’s benchmark is a composite of indices whose allocation is based on Foundation target allocations. As of 12.31.07 it was: 56% S&P 500, 7% Russell 2000, 17% EAFE and 20% Lehman Brothers Aggregate.

The Commonfund Foundations Mean reflects the average returns of 172 Foundations with assets between $101 million and $500 million.

asset allocation as of 12.31.07

23% Domestic Equity 19% International Equity 31% Alternative Assets 18% Fixed Income 9 % Cash

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financial Summary

2007

2006

years ended 12.31

S u m m a r y S t aStuemmmeanrty sS toaft eFmi n e natnscoi af lF i n Pa onsci itai lo Po n sition Assets Liabilities and net assets Grants and other accounts payable Unrestricted net assets

$142,947,000

$137,988,000

3,392,000 139,555,000

3,028,000 134,960,000

$142,947,000

$137, 988,000

$13,051,000

$16,723,000

7,341,000 977,000 170,000 (32,000) 8,456,000

4,022,000 880,000 703,000 432,000 6,037,000

4,595,000 134,960,000 $139,555,000

10,686,000 124,274,000 $134,960,000

S u m m a r y S t aStuemmmeanrty sS toaft eAmcetni tvsi toi fe s A c t iv i t i e s Revenues Investment income and gains (net of fees) Expenses Community grants General and administrative Excise taxes Other expenses

Change in net assets Net assets at beginning of year Net assets at end of year Numbers are rounded to the nearest thousand.

A copy of the audited financial statements is available upon request.

net asset value (millions)

$112

2003

$119

$124

2004

2005

$135

$140

2006

2007

2007 Report to the community

19

Board of trustees and staff

2007-2008 Board of Trustees Catherine Allport Gilbert A. Bartlett, Board Chair Carol Beers Howard J. Busbee Nancy Campbell, Board Vice Chair Cressondra B. Conyers M. Virginia E. Crone William A. Doig Paul A. Dresser, Jr. Randall Foskey Virginia L. McLaughlin Stephen H. Montgomery Thomas L. Munzel, M.D. Douglas J. Myers, 2008 Board Treasurer Bernard H. Ngo

Shane H. Peng, M.D. The Honorable Samuel T. Powell, III Jeffrey O. Smith Richard G. Smith Robert B. Taylor F. Roger Thaler Sanford B. Wanner Jonathan V. Weiss James A. White Gwen W. Williams, 2007 Board Treasurer Ex-Officio Kerry C. Mellette, Board Secretary

Staff (back row, l-r ) Betsy Finch, Vice President Investments & Finance; Diane Powers, Director of Communications;

Brenda Womack, Office Assistant; Shelby Boltz, Executive Assistant; Carrie Dolan, Grants Program Officer; Kerry Mellette, President & Chief Executive Officer. (front row, l-r ) Kayren Couvillion, Director of Accounting & Operations; Rene´ Cabral-Daniels, Vice President Grant Programs; Paulette Parker, Grants Program Officer; Bill Pribble, Grants Information Associate.

Joanne Hemerlein, Graphic Design

20

our vision The Williamsburg Community Health Foundation will be a vital resource for strengthening the health and wellbeing of people living in Williamsburg and surrounding counties.

O u r m i s s io n Improve the health of people living in Williamsburg and surrounding counties by strengthening access to quality health services and promoting responsible health practices.

Williamsburg Community Health Foundation Serving Williamsburg and surrounding counties 5308 Discovery Park Boulevard Suite 101 Williamsburg, VA 23188-2695 757.345.0912 www.wchf.com