Cover:
Crim Dell Bridge
10 message from the chair & president
Through a decade of grantmaking, the Williamsburg Community Health Foundation has been building community bridges for improved health by connecting individuals, programs, organizations and funding. We are building bridges to health care for the uninsured and underserved; to healthy lifestyles, creating healthy communities; and building bridges to strengthen non-profit organizational capacity.
In 2006, the Foundation completed the 2007-2011 Strategic Plan and created a stronger vision statement and an action-focused mission statement that clarifies who we are and who we wish to serve. We hosted the first Chronic Care Summit while continuing to support our grantmaking with program and capacity building grants. Our support of health care in the community is demonstrated in the implementation of the School Health Initiative Project (SHIP), the completion of the twoyear targeted capacity building assistance program for 11 agencies called Healthy Organizations Williamsburg (HOW) and the overwhelming participation by the non-profit community in the Leadership Education and Development (LEAD) seminar series, co-sponsored with The College of William & Mary School Leadership Institute.
The 2007-2011 Strategic Plan reflects the Board’s desire for the Foundation to be more proactive in identifying relevant issues for our communities and initiating projects to address priorities. We will be diligent in exploring root causes of health problems, providing grants to evidence-based programs that work and evaluating the effectiveness of funded projects and initiatives.
In our first decade we’ve invested $24 million in the health of our community, and we expect to distribute our second $24 million within five years. In building bridges for the future, we intend to capitalize on our assets to help shape community dialogue on critical issues, support promising new approaches of service providers and launch new Foundation initiatives.
Gilbert A. Bartlett
Kerry C. Mellette Chair, Board of Trustees President & CEO
o u R h i S to R y
Williamsburg Community Health Foundation was originally established as a supporting organization of Williamsburg Community Hospital when it partnered with Sentara Healthcare in September 1996. The Foundation was established to serve as custodian for funds that existed prior to the partnership and to administer a new community grant fund provided by Sentara.
As a supporting organization of the hospital, the Foundation’s programs and activities supported the mission of the hospital to “continuously improve the health of the community.”
When the hospital fully merged with Sentara in October 2002, the Foundation received additional monies for its grant fund. Now a private, independent foundation with assets of $135 million, it is governed by a 21-member volunteer Board of Trustees. Grantmaking is the heart and soul of the Foundation’s work, and WCHF has proven to be a responsive catalyst, leader, convener and innovator.
about the foundation
ou R o RGA ni ZA tion AL G o ALS
1. 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.
2. 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.
3. 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.
ou R VAL ue S
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.
ou R mi SS ion
To improve the health of people living in Williamsburg and surrounding counties by addressing health care needs and policies, promoting responsible health practices and strengthening access to quality health services.
Dream Catchers at the Cori Sikich Therapeutic Riding Center is dedicated to providing professional equine-assisted therapy to special needs individuals in a caring and safe environment.
10 ten years of grantmaking
A S o L id found A tion
In 1997, the newly established Foundation Board embarked upon its first planning process to develop a strategic plan, grants policy, mission, objectives and grant priorities. Grant guidelines included four funding priority areas — prevention, primary care, senior health and community health initiatives. Shortly thereafter, organizations that provide major financial resources for health and human services in the Williamsburg area convened to identify opportunities for collaboration and share information. The group became known as the Historic Triangle Funders Forum (HTFF) and developed a community-planning model to address identified needs.
Funded by WCHF, a 160-page community assessment of health and human service needs in Greater Williamsburg was developed in 1999 by the Center for Public Policy Research at The College of William & Mary. Topping the list of identified unmet needs were access to health care, transportation needs and substance abuse.
Also that year, Healthcare Heroes of Greater Williamsburg was created as a recognition event to honor local individuals and programs serving the health care community in extraordinary ways. Awards were named for early health care leaders: Dr. Baxter I. Bell Sr., Dr. J. Blaine Blayton and The Reverend Thomas E. Pugh. A local non-profit agency was designated by each hero to receive a $5,000 grant.
collaboration:
A voluntary, strategic alliance of public, private and non-profit organizations to enhance each other’s capacity to achieve a common purpose by sharing risks, responsibilities, resources and rewards.
Grant Awards:
• $787,000
• 14 agencies
• 16 projects
Grant Awards:
• $814,000
• 14 agencies
• 16 projects
The year 2000 was one of partnerships. The Historic Triangle Funders Forum chose substance abuse prevention to test a new ‘coalition’ model — a collaborative partnership of service providers and community leaders. The Historic Triangle Substance Abuse Coalition (HTSAC) identified priorities to address substance abuse in prevention, treatment and training. The Foundation granted $100,000 in support of this initiative and assisted the HTFF in applying for and receiving a matching $100,000 federal grant award for a Drug Free Community Support Program.
Another collaboration ensued when Williamsburg Community Health Foundation, Williamsburg Community Hospital and Sentara Healthcare announced funding for a three-year, $1 million partnership with Olde Towne Medical Center to extend clinic hours and deploy its mobile health care van more frequently.
A successful partnership with the United Way of Greater Williamsburg, Williamsburg Regional Library, The Grantsmanship Center and The Planning Council allowed the Foundation to realize its goal of offering technical assistance to grantees through training scholarships and sponsored workshops in grantsmanship, outcome evaluation and creating greater value through philanthropy.
S t R en G th in numbe RS
Late 2000 saw the establishment of the Funding Research Center through a grant to the Williamsburg Regional Library. The purpose of the Center is to assist area non-profit organizations in their search for information on funding opportunities.
Grant Awards:
• $860,000
• 19 agencies
• 23 projects
Healthcare Heroes:
Employee: Dr. Baxter I. Bell Sr.
Volunteer: Dr. J. Blaine Blayton
Community Health Program: The Reverend Thomas E. Pugh
partnerships:
Community organizations or groups that associate and collaborate to achieve a specific goal.
coalition:
An organized group of people in a community working toward a common goal.
In 2001, WCHF-funded projects served 21,506 people, directly benefiting 1,850 families. The Foundation continued its strong role as grantmaker by obtaining $115,200 in matching funds in support of the Historic Triangle Substance Abuse Coalition’s initiatives from the Federal Government’s Drug Free Community Support Program, United Way of Greater Williamsburg, Bruton Parish Church and Busch Properties.
b R id G in G L e A deRS hip A nd community
Vernon M. Geddy Jr., founding chair of the WCHF Board of Trustees, served in that role from 1996-2002. In 2002, a new Healthcare Hero award category, “Outstanding Community Leader,” was named in his honor.
In response to the September 11th tragedy that same year, the Grants Committee initiated a fund of $54,000 to address local disaster response and emergency preparedness requirements.
One more milestone that year benefitted the community considerably — the merger between Williamsburg Community Hospital and Sentara Healthcare, through the injection of an additional $23 million into the Foundation’s grant fund.
Grant Awards:
• $912,000
• 19 agencies
• 21 projects
Healthcare Heroes: Bell-Jo Rodgers, Ray Edick, Williamsburg Community Hospital Auxiliary free mammogram program
eme RG ency S e RV ice S James City County, York County and Williamsburg Fire Departments each received grant funds to purchase a state-of-the-art emergency vehicle.
Grant Awards:
• $948,000
• 20 agencies
• 26 projects
Healthcare Heroes: Catherine Allport, Margaret Gieseking, Williamsburg Community Hospital Coumadin Clinic
chi L d de V e L opment
R e S ou R ce S
CDR provides early intervention services to young children and their families, as well as training and technical assistance for the professionals who serve them.
The following year, a comprehensive community health assessment was conducted to determine grant priorities and critical health needs. In sponsorship with the Virginia Department of Health, Office of Health Policy and Planning, a symposium was attended by over 100 participants who listened to the results of the assessment and to experts on Access to Health, Best Practices for Perinatal Care, Oral Health Care, Prescription Medications and Chronic Disease Management.
in the S p A n of one y e AR
The year 2004 was a transitional one. As a result of Sentara Healthcare’s purchase of Williamsburg Community Hospital, WCHF converted from a supporting organization of the Hospital to a private, independent foundation.
In addition, four major initiatives addressing access to health services were launched:
• OB/Perinatal Care Access: A perinatal care clinic was funded at Olde Towne Medical Center that has served over 400 women.
• Affordable Prescription Medication Access: The Greater Williamsburg Medication Access Program (GWMAP) was funded with a grant of $830,000. The Virginia Health Care Foundation (VHCF) administers the program for five local health organizations to provide vital medications for low-income patients. GWMAP has served 2,241 patients, processing 18,715 medication requests valued at $5.2 million (average wholesale price).
• Access to Transportation: The Senior Services Coalition facilitated local stakeholders in a collaborative effort to develop a new transportation system for seniors and disabled citizens. The RIDES Program provides on-demand, door-to-door, non-emergency medical transportation through a single point of entry — one phone number and a centralized scheduler.
Grant Awards:
• $3,000,000
• 29 agencies
• 40 projects
Healthcare Heroes: Vernon M. Geddy Jr., Dr. Jason McClellan, Sandra Quinn, Sentara’s Neighborhood Block Buddies
foundation initiative:
A strategic choice by a foundation to fund a series of projects that will communicate a health position or focus area integral to the long-term health improvements of the community.
chronic care:
Care for persons with a chronic condition, such as arthritis or diabetes, and in some instances provided in a long-stay hospital environment.
technical assistance:
Operational or management assistance given to a non-profit organization for items such as fundraising assistance or program planning.
• Automated External Defibrillators Access: With grant funds totaling $450,000, 265 AEDs have been placed in public facilities, schools and all first responder vehicles in the City of Williamsburg, James City and York Counties. Over 600 citizens have been trained to use an AED, along with CPR, to restore normal heart rhythm in someone suffering sudden cardiac arrest.
fo RG in G A h e AL thy c ommunity
In 2005, the Foundation made the largest investment in its history with a $2.3 million, multi-year grant for a school health initiative to be led by the Williamsburg-James City County Public Schools. The initiative addresses the alarming increase in childhood obesity and families without medical insurance coverage.
The Foundation further invested in the community by partnering with the Historic Triangle Funders Forum, co-funding the 2005 Historic Triangle Community Assessment. The assessment organizes existing information on health indicators and describes progress toward achieving a vision of a healthy community.
A series of 12 community dialogues on topics covered in the community assessment called Let’s Talk Community! followed. The website www. communityreportcard.org was then created to provide the full assessment report and a summary of the dialogue sessions.
Moving forward as part of a special community health initiative, grants totaling $200,000 to the local jurisdictions of James City & York Counties and the City of Williamsburg assisted with strengthening their emergency/ disaster preparedness and relief planning needs.
Grant Awards:
• $1,767,000
• 52 agencies
• 67 projects
Healthcare Heroes: Pete & Nan Cruikshank, Jonathan Weiss, FISH Volunteers, Peninsula Agency on Aging’s Social-Housekeeping-AssistanceResource-Project (SHARP)
b ui L din G h e AL thy oRGA ni ZA tion S
In 2005, a two-year pilot program called Healthy Organizations Williamsburg (HOW) successfully provided targeted capacity building assistance to 11 grantee agencies. In addition, two competitive grantmaking cycles per year were implemented to expand funding opportunities and enhance cash-flow planning for agencies. A chronic care initiative was launched in collaboration with community health clinics and other safety-net providers to improve the system of care for chronically ill, uninsured residents.
That same year, LEAD!, a management assistance program, offered capacity building opportunities for non-profit organizations’ leaders and volunteers. This series of development workshops established a new partnership with The College of William & Mary School of Education. A separate capacity building program provided technology support grants totaling $210,400 for 18 organizations.
Grant Awards:
• $5,367,000
• 52 agencies
• 73 projects
ymc A f A mi L y cente R
The new R. F. Wilkinson Family YMCA provides a safe, family-oriented environment for everyone who is looking for fun programs, swimming and better health and fitness.
Healthcare Heroes: Dr. James Barton, Dr. Mark Ellis, Colonial CASA volunteers, K-9 Connection Pet Therapy
10 our approach to grantmaking
guidelines:
A statement of a foundation’s goals, priorities, criteria and procedures for applying for a grant.
Williamsburg Community Health Foundation’s grantmaking is accomplished through a combination of competitive grant cycles and capacity building support. It also initiates projects by convening community leaders to look at gaps in services and to assist in the planning of new service delivery strategies. This combination of grantmaking strategies will help ensure that Foundation resources are effectively utilized to address measurable and changing health care needs in the Foundation’s service area. We envision our role as a catalyst and convener, and therefore look to support programs that are innovative and have the potential to effect change at the community level.
Health is defined by the Foundation as “a dynamic state of complete physical, mental and social wellbeing and not merely the absence of disease or infirmity.” By supporting projects that improve access to health care, eliminate barriers, address health disparities, create healthier environments and support personal responsibility for health, the Foundation has the best potential to effectively use its resources to promote a healthier community for citizens of all ages.
W ho c A n A pp L y
Proposals are accepted from charitable non-profit or public organizations whose missions align with the Foundation’s mission “to improve the health of people living in Williamsburg and surrounding counties by addressing health care needs and policies, promoting responsible health practices and strengthening access to quality health services.”
Grant Awards:
• $5,367,000
• 45 agencies
• 59 projects Healthcare Heroes:
on Health Care Safety Net
Williamsburg Human Services Department, James City County Social Services, York-Poquoson Social Services
The Foundation’s service region includes the City of Williamsburg, counties of Charles City, Gloucester, James City, King & Queen, King William, Mathews, Middlesex, New Kent, Surry and York.
ho W to R e Q ue S t A GRA nt
The Foundation’s competitive grant proposal process consists of two phases: the Letter of Intent (LOI) and the Grant Application. The Foundation will consider one LOI per spring and winter funding cycle. Projects will be considered for funding if they meet one or more of the Foundation priorities of Access, Prevention and Capacity Building, or if the proposal is an innovative project that addresses critical health needs. Applicants whose LOIs 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.
Grant Awards:
• $4,022,000
• 34 agencies
• 39 projects
S hip
The School Health Initiative Project (SHIP), funded with a multi-year grant of $2.3 million, is an ongoing schoolcommunity partnership that creates a culture of wellness by promoting physical activities like the practice of yoga.
Healthcare Heroes: Spotlight on Mental Health. Awardees: Judy Knudson, Robert Coleman, Jean Brown, Colonial Services Board Crisis Services Division,
New Horizons Family Counseling Center at The College of William & Mary
2006 grant awards
Grove Christian Outreach Center
Food PLUS Access Program....................................................................
$14,851
Historic Triangle Senior Center Senior Volunteer Program $13,435
Hospice House and Support Care of Williamsburg
Increased Staffing, Technology Tools & Facility Maintenance (3 years) ........................................................ $160,000
James City County Emergency Preparedness Relief Funds................................................ $100,000
James City County Department of Emergency Management Web-based Emergency Operations Center (Web-EOC)
Lafayette High School Helping Hands Scholarships ...................................................................
Network for Latino People (CDR is Fiscal Sponsor)
$71,000
$10,000
Coalition Support & Community Medical Interpretive Services ...... $130,730
Olde Towne Medical Center
Chronic Disease Program
$93,197 Core Program Support (2 years)
Healthcare Hero Award
OB/Perinatal Care Clinic
Olivet Medical Ministry, Inc.
$800,000
$5,000
$86,399
Lackey Free Clinic Expanded Health Care Services for the Uninsured (2 years) ............................................................ $147,162
Parent-Child Development Corporation
Begin Educating Early Project for Middle Peninsula Preschooler Parents
Rx Partnership
Statewide Affordable Prescription Medications Initiative (2 years)
$20,000
$30,000
Sentara Williamsburg Regional Medical Center Auxiliary Health Careers Scholarships for Graduating High School Seniors....... $13,500
The College of William & Mary School of Education New Horizons Family Counseling Center/Healthcare Hero Award $5,000
The Schroeder Center for Healthcare Policy at The College of William & Mary Access to Physician Care Study in Medically Underserved Areas .............................................................. $116,065
Thomas Nelson Educational Foundation, Inc.
Nursing Faculty Position ........................................................................
Nursing Scholarships ...............................................................................
Phlebotomy Certification Program ........................................................
Spanish for Emergency Health Care Providers ....................................
Three Rivers Health District
Healthy Native Living Program for Native Americans in King William County
Virginia Capital Trail Foundation
Virginia Capital Trail Outreach Activities ..........................................
Virginia Health Care Foundation
$74,484
$16,000
$23,683
$56,396
$23,031
$22,000
The Greater Williamsburg Medication Access Program (GWMAP) $400,000
Virginia Legacy Soccer Club Afterschool Soccer Program for Underserved Elementary School Children (3 years)
Williamsburg Area Faith in Action Home-Bound, Non-Medical Volunteer Support for Elderly, Disabled & Chronically Ill .....................................................................
Williamsburg Area Meals on Wheels, Inc.
Transition Funding for Increased Meal Costs & Client Base
Williamsburg Community Trust Strategic Planning
York County Back-Up Power Electrical Support for County Disaster Shelter Program ..........................................................
$63,250
$37,500
$27,510
$23,025
$50,000
York County Division of Juvenile Services Psychological & Substance Abuse Services, Functional Family Therapy Program $165,027
York-James City-Williamsburg NAACP Student Scholarships for Medical Careers
CAPACITY BuILDING
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.
$15,000
Technology Support $210,399
Agency Professional Development .................................................. $21,038
Healthy Organizations Williamsburg (HOW) Initiative .................. $18,548
Management Assistance Program (LEAD!) ........................................ $62,054
Healthy Community Planning & Coordination.................................. $18,089
Right:
A pedestrian bridge welcomes visitors to Historic Jamestowne Island, the original site of the first permanent English settlement in North America.
he AL thy L ife S ty L e S , he AL thy communitie S
The Foundation supports programs that promote exercise, better nutrition and healthier behaviors.
2006 investment review
i n V e S tment o bjecti V e S
Foundation 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.
i n V e S tment p R oce SS
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 securities portfolio designed to meet the investment objectives described above while minimizing risk. The portfolio includes not only domestic and international stock and bond funds, but also a variety of alternative investments such as hedge funds, private equity and natural resources. All assets are invested with outside investment managers with proven records.
i n V e S tment R e S u L t
S
The Foundation’s diversified portfolio produced a 15.6% “net-of-fee” return in 2006, which was comparable with the return for the performance benchmark. Stock and alternative asset investments were the primary contributors to overall investment returns. Long-term performance continues to meet, and even exceed, investment objectives for the Foundation’s assets. Annualized returns compare favorably with those of the 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.
The Foundation’s benchmark is a composite of indices whose allocation is based on Foundation target allocations. As of 12.31.06 it was: 56% S&P 500, 7% Russell 2000, 17% EAFE and 20% Lehman Brothers Aggregate.
2006 financial summary
SummARy StAtementS of finAnciAL poSition
and
SummARy StAtementS of ActiVitieS
Expenses
Numbers are rounded to the nearest thousand. A copy of the audited financial statements is available upon request.
net ASSet VALue (miLLionS)
The corpus of the Foundation’s assets was derived from the affiliation and subsequent merger of Sentara Healthcare and Williamsburg Community Hospital. Net assets have grown to $135 million as of December 31, 2006.
10 board of trustees & staff
The Foundation Board is comprised of a diverse group of business, medical and community leaders who provide overall direction and policy and are responsible for investment and grant allocations. The commitment, expertise and generous voluntary service of the Trustees contribute significantly to the Foundation’s work and investments in the health of area residents.
W chf bo AR d of t R u S tee S 1996-2006
W. Barry Adams
Catherine Allport
Gilbert A. Bartlett
Carol A. Beers
W. Robert Bland
Steve R. Blanks
Jean C. Bruce
Howard J. Busbee
Nancy N. Campbell
Anthony Conyers Jr.
Cressondra B. Conyers
M. Virginia E. Crone
Virginia S. Dittman
William A. Doig
Paul A. Dresser Jr.
Mark E. Ellis M.D.
Dennis F. Gardner
L. Alvin Garrison Jr.
Vernon M. Geddy Jr.
Samuel E. Jones
Arthur R. Mallory
Virginia L. McLaughlin
Joseph W. Montgomery
Thomas L. Munzel M.D.
Douglas J. Myers
Jon A. Nystrom
Shane H. Peng M.D.
The Honorable Samuel T. Powell III
William L. Roberts Jr.
Cindy Satterwhite
Jeffrey O. Smith
Richard G. Smith
Robert B. Taylor
David G. Teasley M.D.
F. Roger Thaler
Jonathan V. Weiss
Virginia D. Wells M.D.
Mildred B. West
James A. White
Gwen W. Williams
Lawrence Wiseman
Ann R. Yankovich
W chf S t A ff
Kerry Mellette President & Chief Executive Officer
Judi Barnett Communications & Projects Director
Shelby Boltz Office Assistant
Kayren Couvillion Accounting & Operations Director
Rene ´ Cabral-Daniels Vice President Grant Programs
Betsy Finch Vice President Investments & Finance
Lynn Kelley Executive Assistant
Joan Lucera Grants Program Officer
Bill Pribble Grants Information Associate credits
Joanne Hemerlein Graphic Design
Paul Hemerlein
Photography (front cover, pp. 4, 5, 8, 9, 12, 13, 17)
ou R V i S ion
The Williamsburg Community Health Foundation will be a vital resource for strengthening the health and wellbeing of people living in Williamsburg and surrounding counties.
“We
– Isaac Newton
