One generation plants the trees...
Living in the Historic Triangle, it is easy to see the wisdom of the ancient Chinese proverb “One generation plants the trees, while another enjoys the shade.” We are a community rich with stories that transcend time and in the process improve the quality of life for the next generation. This legacy shapes who we are today: a health-conscious people poised to lead by example. This 2007 Williamsburg Community Health Foundation (WCHF) Annual Report highlights the experiences of local people who have gained access to healthcare and prevented or reduced the effects of chronic disease. In addition, numerous local health and human service agencies have increased their capacity to deliver health services in our community.
This year WCHF’s story is told through the voices of beneficiaries of more than 40 area health-related agencies supported by the Foundation with funding totaling $7.3 million. Their personal accounts are captured in this report. Together these experiences underscore the effectiveness of WCHF’s disbursement of more than $32 million in the community to meet health-related needs since its inception in 1996.
grantmaking. As a result, WCHF is better able to place funds more expeditiously where they will have the greatest impact on those most in need.
The year ended on a high note as WCHF prepared to relocate to New Town in James City County. The new location includes a Foundation meeting room available at no charge to WCHF grantees, in an area where parking is plentiful.
snapshots of 2007 Wchf success stories include:
• Wchf partners with the Williamsburg-James city county public schools on the school 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 their families with the belief that these three target groups will create a ripple effect into the larger community. additionally, ship makes it possible for some 800 school-age children and their families to be linked with health insurance through Virginia’s family assistance medical insurance service (famis) and medicaid.
• in a program based on computer technology administered by the Virginia health care foundation, the greater Williamsburg medication assistance program receives $390,000 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 11,648 prescriptions.
• among other services, the olde towne medical center is funded by Wchf to provide obstetric and prenatal healthcare to more than 145 mothers who would not otherwise be receiving these services.
• Wchf funds peninsula agency on aging’s No Wrong Door program, a pilot statewide 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 services more effectively.
• Wchf funds network for latino people to implement the community medical interpretation service. its goal is to establish a local training program to produce quality medical interpreters.
Placement of these grants ushers WCHF into its second decade of service to the people of the City of Williamsburg, and the Counties of James City, York, Charles City, Gloucester, New Kent and Surry.
WCHF has also paved the way to more effectively meet the community’s need for childhood and adolescent mental health services by supporting the transition of the Children’s Mental Health Initiative from a planning group to a leadership team with an advisory committee.
The WCHF Board of Trustees laid the groundwork for WCHF’s 2007 – 2011 Strategic Plan to better define the 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
WCHF is proud of its legacy of service to meet the healthcare challenges of our time and beyond. On behalf of the Board and Staff, we are honored to serve our friends and neighbors in these and other efforts to improve the quality of life for the people in the WCHF service area.
Gilbert A. Bartlett Chair, Board of Trustees
Kerry C. Mellette President & CEO
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.
• 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 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
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 Community Hospital and Sentara Heathcare. The corpus of the Foundation’s assets was derived from this union. Net assets as of December 31, 2007 were $140 million. Returns on these funds are used to provide grant funding to health-related nonprofit and government entities in the Foundation’s service area.
Since 1996, WCHF has awarded $32 million to over 100 organizations in the Historic Triangle and surrounding counties to meet health-related needs. In 2007 WCHF’s service area included the City of Williamsburg, and the Counties of James City, York, Charles City, Gloucester, New Kent and Surry. A private, independent foundation, WCHF is governed by a 21member volunteer Board of Trustees.
WCHF Grantmaking Today
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.
Wchf’s board review process for Foundation-directed and competitive grants determines which grantees are in the best position to achieve the health outcomes critical to the community now and in the future. Wchf leadership also evaluates Wchf capacity building initiatives to ensure they are effective in strengthening area nonprofit health and human services agencies. at Wchf, evaluation is defined as the systematic determination of worth. evaluation measures are powerful tools to assure Wchf ’s commitment to good stewardship. chief among the goals of Wchf’s evaluation process is the strategic placement of funds to achieve the greatest good.
Competitive grants require potential grantees to submit a proposal for consideration for available funding. Though these projects vary from year to year, they must meet the Foundation’s grant guidelines to improve the health of all residents in need of care.
As the result of a new strategic plan implemented by the Board in 2007, three types of WCHF funding are possible through two funding cycles. WCHF uses a 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.
Competitive grants are WCHF’s vehicle for funding innovation. Through this pool of resources the Foundation funds fresh approaches to address health challenges in the community. Generally, programs receiving competitive grant funds are funded with an understanding that they will eventually become self-sustaining.
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
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
chool health i nitiati V e program ( 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
o W
door initiati V e
“ 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.”
– david coe executive director, colonial services board
Access: The freedom or ability to obtain or make use of something.
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 childhood obesity to providing access to prescription medicine, WCHF grantees worked in 2007 to improve access to healthcare for those in the greatest need.
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
Hospice House and support Care of Williamsburg
“ during the last year of her life, we moved mom in to live with us. the challenges 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 we would have made it through that very difficult time. beyond the interest in the “patient” a real concern for the caregiver was apparent. hospice house allowed 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 apparent that mom’s journey was reaching its end, hospice house offered gentle, loving and peaceful surroundings. it is vitally important we ensure that hospice house will always have the ability to assist those who find themselves in this most difficult of situations.”
With a grant of $2,383,075, WCHF positioned the Williamsburg-James City County School Health Initiative Project (SHIP) as the top Foundation-directed wellness program. The overall goal of SHIP is to create a culture of wellness for the entire community. SHIP’s best practices in diet, education, exercise and lifestyle change for good health will be rolled out to the community at large in a later phase of the Foundation’s plan. In 2007, SHIP entered year two of a three-year WCHF funding cycle and extended its work in the community to bring related service providers together in the fight against childhood obesity.
For example, SHIP supported WCHF’s vision to bring “Healthy You,” a pediatric obesity management program of the Children’s Hospital of the King’s Daughters (CHKD) to our area to help fight the national epidemic of childhood obesity in the local community. As a result of collaboration with SHIP, CHKD’s outreach includes private practice pediatric doctors, the Lackey Free Clinic, Olde Towne Medical Center and the R.W. Wilkinson YMCA to provide overweight children and their parents with the skills to lead a healthier lifestyle. This is accomplished by building awareness among children and their families regarding the health benefits of good nutrition, increased exercise and improved self-esteem.
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
– Janet l depaul
in 2002 when the program opened its doors. With those over the age of 65 expected to comprise the fastest growing segment of the population in the Historic Triangle in the next U.S. Census count, the demand for volunteer services provided by Hospice House will continue to grow.
The Chronic Care Disease Management Program is designed to improve the system of care for chronically ill, uninsured residents of Williamsburg and surrounding counties. WCHF funding helps improve the capacity of ten area healthcare providers to better serve this population. Participants include — Angels of Mercy, Bay Aging, Central Virginia Health Services, Colonial Services Board, Gloucester/Mathews Free Clinic, Olde Towne Medical Center, Olivet Medical Ministry (Lackey Free Clinic), Rx Partnership, Sentara and Three Rivers Health District. WCHF resources for these safety net providers will enhance their ability to collaborate and learn from one another as they share best practices.
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.
Alzheimer’s Association of SE Virginia Alzheimer’s Disease: Help for Today & Hope for Tomorrow......
Angels of Mercy Medical Mission
Angels of Mercy Type 2 Diabetes Program
The Arc of Greater Williamsburg Expansion of Transportation Services for the Adapted Wellness Program (3 years) .......................................
Bacon Street
Adolescent Substance Abuse Treatment
Youth Substance Abuse Prevention
Bay Aging
Bay Transit Non-Emergency Medical Transportation
SOS PLUS – Senior and Disabled Outreach Services ............
Child Development Resources
Comprehensive Health Investment Project (CHIP) of Greater Williamsburg (3 years)
Emergency Funding For Clean-Up Efforts & Ongoing Operation
Children’s Hospital of the King’s Daughters Healthy You Pediatric Obesity Management Program
Colonial Community Corrections
$89,991
$58,760
$60,000
$61,295
$50,611
$76,409
$52,800
$195,000
$19,999
$60,234
Better Ways – A Therapeutic & Transitional Substance Abuse Program ........................................................ $35,695
Colonial Community Criminal Justice Board Mental Health and Substance Abuse Education for First Responders
Colonial Services Board
Intensive In-Home Services ........................................... $55,000 Intensive Outpatient Program (IOP) (3 years) ...........
Parenting for Positive Outcomes (2 years) .................... $35,000
Psychiatric Services at Olde Towne Medical Center (3 years) $120,000
WCHF Chronic Care Initiative ....................................
CrossGap
$5,270
Williamsburg
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
parenting for positi V e 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.
Prevention: To deal with beforehand.
In many ways the Historic Triangle is a living laboratory. We are known worldwide for making colonial history come to life for 21st century America. Today we are gaining a reputation for our part in a successful movement to create a culture of wellness throughout the community. Regional planners laid bicycle and footpaths to encourage exercise. Health providers educate patients and families regarding risk factors associated with chronic disease. Prevention has long been one of the chief public health messages of WCHF grantees. Their work meets the health and mental health needs of youth, adults, families and seniors.
National healthcare studies show what we have learned firsthand. Cardiovascular disease, diabetes, high blood pressure, cancer and respiratory illness are among the conditions that can be forestalled or even prevented through the elimination of known risk factors. Oral health is recognized as a leading indicator of overall health. Today WCHF grantees encourage oral hygiene and regular dental care. Early detection, increased physical activity, deterrence of substance abuse and a balanced diet are key interventions known to prevent chronic disease.
York County’s Division of Social Services’ Psychological and Substance Abuse Services (PSAS) and Family Counseling Services (FCS) meet the needs of at-risk youth and their families. PSAS has reduced the incidence of substance abuse through comprehensive substance abuse assessment/evaluation, multi-family substance abuse education groups and participation in individual/family counseling. FCS strengthens the relationships of at-risk adolescents and their families.
Colonial services board’s Intensive Outpatient Program
“ upon my release from jail in may 2007, i entered the colonial services board’s intensive outpatient program. i am from a good family and had never been in any trouble before, but years of abusing prescription drugs had led me to break the law to support my habit. i found myself lost and desperate for help. through this incredible program, i learned about my disease — and myself. i began to understand my potential and my limitations. this program is essential and life-changing, and gave me the tools to start living a clean, happy life through a strong recovery program. they also provided family counseling to help us all understand the disease and begin to heal, and i began to re-establish relationships and trust with my family. their passion for helping addicts inspired me to do the same. i have also been gainfully employed since my release and was recently promoted to a supervisory position. best of all, i have been clean and sober since december 2006. the colonial services board staff saved my life! my family and i are forever in their debt.”
– anonymous
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.
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.
Alzheimer’s Association Greater Richmond Chapter
Respite Scholarship Program for Middle Peninsula/ Northern Neck Area .................................................................
American Cancer Society
Body and Soul Program
Angels of Mercy Medical Mission
$10,000
$10,000
WCHF Chronic Care Initiative ............................................ $128,079
Avalon: A Center for Women and Children
Avalon Empowerment Team
Bay Aging
WCHF Chronic Care Initiative
Center for Child & Family Services, Inc.
Peaceful Alternatives to Tough Situations (PATTS) for Teens & Parents Anger Management Groups (2 years)
Center for Excellence in Aging & Geriatric Health
$91,955
$15,000
$23,200
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
Child Development Resources
Early Intervention Services for Infants, Toddlers & their Families (3 years) ......................................................
Housing Partnerships, Inc.
$32,452
$240,000
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)
Peninsula Emergency Medical Service Council, Inc. Equipping ECG’s for Area Rescue Squads .............................. $80,625
Peninsula Metropolitan YMCA Matching Funds for Williamsburg Family
Williamsburg Area Meals On Wheels, Inc. Subsidized Meals for Low-Income Clients (2 years) ..............
Williamsburg-James City County Public School Division Help is Down the Hall: A Student Assistance Program to Reduce Substance Abuse
Save A Life” $32,000 York County Division of Juvenile Services
leadership education and de V elopment ( 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!
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.
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 and achieve their mission. In 2007, WCHF grants were made to a variety of capacity building and organizational development projects. These funds help meet the need for improved technology and professional development among area nonprofit organizations.
Friends Reaching Every End (F.R.E.E.) is a youth leadership development program of the Historic Triangle Substance Abuse Coalition (HTSAC) managed by young people to help reduce substance abuse in the community. WCHF helps to fund the Colonial Services Board and The Salvation Army, which provide services for individuals in recovery.
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
Historic triangle substance abuse Coalition and the f.r.E.E. Program
“ i am a 15-year-old sophomore at bruton high school, and a strong youth leader who enjoys serving others. i jumped at the opportunity to attend the yadapp (youth alcohol and drug abuse prevention project) conference. this led me to f.r.e.e., an organization of teenagers who encourage their peers to stay drug-free by providing information and outreach programs. as a member of this organization, my perception of what it means to be a teenager has changed. i no longer feel that drinking and drugs are a normal part of growing up.”
– lashawn greenhow f r e e student
“ i truly believe that the effectiveness of f r e e.’s vision rests upon bringing parents and youth into the same arena and creating a comfortable communication environment. i’ve learned that having purpose and direction as a youth results in choosing friends who have purpose and direction. i also believe that hurt people hurt people, and that free people free people.”
– nyckole russell
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.”
High School. 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. Additionally, WCHF contributes to health career scholarships for Jamestown and Lafayette High School students through the WJCC Community Scholarship Fund. The York-James City-Williamsburg NAACP receives WCHF funds and encourages minority senior high school students to pursue medical careers through a scholarship fund to study various aspects of medicine, including medical technology.
Healthcare Heroes is WCHF’s annual awards recognition program to honor leaders, volunteers, institutions, programs and others who have made a significant contribution to the quality of life of local residents through innovative solutions. In place since 1999, Healthcare Heroes has become a signature program of the Foundation. In 2007, WCHF 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.
The 160 volunteers for Williamsburg Area Meals on Wheels (MOW) received the Dr. Blaine Blayton Outstanding Volunteer Award. In 2006, MOW volunteers traveled some 68,000 miles in their own cars to deliver over 26,000 hot, nutritious meals to 100 people per week.
The Williamsburg Arthritis Project was selected for the WCHF Reverend Thomas Pugh Outstanding Community Health Award. As a program of the Virginia Chapter of the Arthritis Foundation, the Williamsburg Arthritis Project has allowed more than 1,200 local residents to benefit from national arthritis initiatives to address the effects of this chronic disease.
Healthcare Heroes
since 1999, the foundation has honored individuals in the greater Williamsburg area who are committed to addressing complex health issues and finding solutions that make a difference in the lives of community residents. in 2007, the health foundation highlighted employees and volunteers who have gone the extra mile to enhance the quality of life for our growing senior population. a $10,000 grant was awarded to each agency that the hero represents.
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.
Arthritis Foundation
Healthcare Hero Award
Child & Family Connection
(Center for Child & Family Services, Inc., Fiscal Sponsor)
Improving the Quality of Family Child Care
Colonial Court Appointed Special Advocate Program
WCHF Capacity Building
$10,000
$43,413
Associates Program ................................................................... $30,000
Dream Catchers at the Cori Sikich Therapeutic Riding Center
Volunteer Academy
Foodbank of the Virginia Peninsula
Foodbank of the Virginia Peninsula Capital Campaign
Historic Triangle Senior Center
Healthcare Hero Award
National Institute of Senior Centers
Accreditation Process
$15,000
$75,000
$10,000
$23,200
Technology Training for Senior Citizens $27,098
Lafayette High School
Helping Hands Scholarships .................................................... $30,000
Parent-Child Development Corporation
Here & Now & Down the Road:
PCDC Organizational Realignment Project
Peninsula Agency On Aging
Healthcare Hero Award
Reach Out and Read Virginia
(Reach Out and Read, Inc., Fiscal Sponsor)
$20,000
$10,000
Reach Out and Read, Williamsburg Expansion ..................... $35,000
Sentara Williamsburg Regional Medical Center
Clinical Simulation Laboratory & Nursing Faculty Instructor (2 years)
Healthcare Workforce Development
Sentara Williamsburg Regional Medical Center Auxiliary
$237,000
$60,000
Health Careers Scholarships .................................................... $10,000
Thomas Nelson Educational Foundation, Inc. Nursing Scholarships $60,000
WCHF Walking Works Grants issued as part of exercise program for WCHF Board of Trustees $7,500
Williamsburg AIDS Network
General Operating Support
Williamsburg Area Meals On Wheels Healthcare Hero Award
$19,999
$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
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.
Investment Objectives
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.
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.
Investment Results
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
for periods ending 12.31.07
foundations
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
s ummary s tatements of f inancial p osition
s ummary s tatements of f inancial p osition
$137, 988,000
s ummary s tatements of a cti V ities
s ummary s tatements of a cti V ities
Numbers are rounded to the nearest thousand.
A copy of the audited financial statements is available upon request.
net asset V alue ( millions)
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
The Williamsburg Community Health Foundation will be a vital resource for strengthening the health and wellbeing of people living in Williamsburg and surrounding counties. our vision
