Journey to Excellence

860 West Fifth Street Winston-Salem, NC 27101-2506 Telephone (336) 725-2382 Toll-free (866) 227-1209 Fax (336) 727-0581 www.wsfoundation.org

Journey to EXCELLENCE The Winston-Salem Foundation 2009 report to the community | 2008 annual report

The Winston-Salem Foundation is committed to

supporting excellence in our community

by giving it the time, space and resources to thrive

in our city’s most generous, purposeful

and creative individuals and organizations.

We believe that fostering excellence over time

makes Winston-Salem a better place for all.

Journey to Excellence

Excellence takes time.

It is the culmination of a thousand right decisions,

and often the determined mending of a few wrong ones.

It is unhurried in stride,

patient in progress,

confident in purpose.

The journey to excellence is a long-term commitment, especially for a community,

Excellence is about sustaining movement toward what is better,

where it blossoms first in individuals and then widens

to thrive in neighborhoods and organizations,

as people work together toward common goals

in a spirit of trust, safety and mutual respect. a passionate belief that the ongoing pursuit of our ideals

is forever worthwhile,

even when the landscape is difficult or the climate uncertain.

Inspiring the best of who we are,

excellence is exquisitely human.

Which is why it takes time,

and why we value it so dearly,

and always strive for more.

Y e a r in R e v ie w

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St or ie s of com m u n it y Gr a n t s

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F u n d s a n d D on or s F in a n c ia l O v e r v ie w

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F ou n d a t ion C om m it t e e s St a ff

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Our Mission: To invest in our community by making philanthropy and its benefits available to all.

The Foundation’s efforts are inspired by four core values:

Generosity – To support sharing in all its forms, linking resources with ideas that improve community life.

Inclusion – T o embrace the contributions of individuals from diverse backgrounds, beliefs, experiences and perspectives.

Integrity –­­ To operate with respect, honesty, accountability and fairness to all.­

Excellence – To aspire to the highest standards in everything we do.

Message from the President and Committee Chairman

n

INETY YEARS AGO, Colonel Francis Fries established The

Winston-Salem Foundation with a $1,000 gift, thereby creating

As we celebrate our 90th anniversary, we pledge to continue to honor the framework that Colonel Fries established for your community founda-

the first community foundation in North Carolina, and one of the first in

tion by evolving and responding to changing times, while also adhering to

the United States. Since that time, generous donors have created a lasting

our core values of generosity, inclusion, integrity and excellence.

philanthropic legacy, as current generations carefully steward these resources to benefit our community.

This annual report focuses on the Foundation’s fourth core value, excellence.

Our community’s steady journey to excellence has been patient in progress and confident in purpose. We look forward to partnering with you as we move forward in this quest together.

Excellence is the basis of everything that both we and our community stand for; we will always aspire to the highest standards in everything we do.

In many ways, the Foundation’s journey to excellence is intertwined with that of our community. As a philanthropic organization with a broad community focus, we see excellence pursued and achieved on a daily basis—among students and donors as well as businesses and nonprofits.

Collaborative partnerships among these stakeholders continue to propel our community forward through the many challenges that we face.

In 2008 the Foundation awarded $24 million in grants, including 84 competitive community grants totaling more than $2 million to local nonprofits in fields of interest as diverse as the arts, health, education and human services. In the 2008-2009 academic year, our student aid program distributed over $830,000 in scholarships and grants, and $153,000 in low-interest loans to assist area students and their families in pursuit of higher education.

The Foundation’s grantmaking standard will always be to invest in programming that will have the most positive long-term impact on our community.

Scott F. Wierman, President The Winston-Salem Foundation

Dr. Harold Lee Martin, Sr., Chairman The Winston-Salem Foundation Committee

year in review

Year in Review 2009 Community Luncheon

The Winston-Salem Foundation Award

OVER 740 COMMUNITY MEMBERS attended the Foundation’s

THE FOUNDATION’S HIGHEST HONOR was awarded to Edwin L.

2009 Community Luncheon at the Benton Convention Center in May.

Welch, Jr. at the 2009 Community Luncheon. First bestowed in 1996,

In addition to receiving Foundation updates and viewing award presenta-

The Winston-Salem

tions, attendees heard keynote speaker and radio journalist John Biewen’s

Foundation Award

message on the community-building aspect of sharing stories. Biewen

is given to indi-

played audio clips from his national radio documentary projects to help the

viduals who have

audience understand the powerful impact of listening to others’ stories.

demonstrated the

Foundation’s values

He also encouraged the audience to experience StoryLine, Winston-

Salem’s new storytelling initiative. The mobile storytelling bus, an ECHO

of generosity, excel-

Council program, is now traveling throughout Forsyth County to capture

lence, inclusion and

community stories and build social capital. Selected StoryLine audio clips

integrity in their

will also be played on four local partner radio stations.

recent leadership

Additionally, hundreds of canned food items were collected to help

roles in a community

Harold Martin, Foundation Committee Chairman; Ed Welch; Scott Wierman, Foundation President

Second Harvest Food Bank of Northwest North Carolina in its hunger-

activity or on behalf of a community organization.

relief efforts.

Ed Welch’s extensive leadership roles in the community include chair-

ing the boards of both the United Way and Winston-Salem Chamber of Commerce. Ed’s passion to improve crucial education issues led him to spearhead the Chamber’s Community Education Collaborative, as well as to provide extensive volunteer leadership with Forsyth Tech. As president of Winston-Salem-based IL Long Construction Company, he has also encouraged a close employee partnership with North Hills Elementary School. Ed is also actively involved with Hospice, Senior Services, The Children’s Home and Arbor Acres.

Ed was selected to receive The Winston-Salem Foundation Award

by a committee comprised of members of various Foundation committees as well as the community at large. With the $10,000 grant award that he received, Ed designated $5,000 each to educational initiatives of John Biewen addresses audience

the Greater Winston-Salem Chamber of Commerce Foundation and the Forsyth Tech Foundation.

ECHO Awards ESTABLISHED IN 2001 and also presented at the annual

Community Luncheon, ECHO Awards honor individuals or groups who are connecting and building trust among people. They are effectively creating social capital, which makes Winston-Salem a healthier and stronger community.

Each award winner, selected by a committee representing both the ECHO Council and the Foundation, received $1,000 to grant to a nonprofit of their choice. The 2009 ECHO Awards were presented to Dr. Lee Beall, Mitchell Britt, Deloris Huntley, Robert Leak III and the Reynolda Rotary Club of Winston-Salem.

Foundation Committee member Janet Wheeler and Harden Wheeler visit with George Cleland Foundation Development Officer Marisa Ray with Bill and Kay Baldridge

The Legacy Society IN NOVEMBER 2008, the Foundation hosted Legacy Society mem-

bers at a dinner at Wake Forest University’s Bridger Field House. Legacy Society members were given the opportunity to hear firsthand from speakers with personal stories communicating the impact that Foundation grants have had in improving our community. This year’s program included representatives from the Magnolia Baroque Festival and Experiment in Self-Reliance, as well as a moving tribute from a student aid recipient. (from left to right) Harold Martin, Mitchell Britt, Robert Leak III, Sylvia Oberle of Reynolda Rotary Club and Ted Burcaw of Cook Elementary School, Deloris Huntley, Dr. Lee Beall and Scott Wierman

The Legacy Society honors individuals and couples who have established permanent endowments in their lifetimes or have made a charitable bequest or other planned gift of $10,000 or more. Their generosity contributes to the quality of life in our community, both now and in the future.

For a complete listing of Legacy Society members, please refer to page 48.

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O vervie w [ 4 – 5 ]

year in review

Leadership Initiatives The Foundation supports initiatives with diverse groups in order to expand philanthropy among individuals in our community.

Black Philanthropy Initiative The mission of the Black Philanthropy Initiative (BPI) is to build effective philanthropic relationships with the African-

American community by expanding social capital and building relationships of trust. In 2007, BPI’s Advisory Committee launched the Black Philanthropy Fund, dedicated to supporting issues that impact the African-American community, with a special focus on education, financial literacy, and parenting and life skills training.

In February 2009, BPI announced the completion of its first grant

cycle by awarding $25,000 in grants from the Black Philanthropy Fund.

Grants of $5,000 each were awarded to five local nonprofit organizations for programs that address the selected focus area of education.

BPI initiated

BPI grant recipients at February grants announcement, representing Family Services, Forsyth Technical Community College, North Forsyth High School, Quality Education Academy and YWCA of Winston-Salem/Forsyth County

YGA members at March 2009 grant celebration

Youth Grantmakers in Action

its second grant

Youth Grantmakers in Action (YGA) is a diverse group of

cycle in the fall of

teenagers who work together to develop guidelines, solicit proposals and

2009 by request-

make grants to community programs developed by their peers. Members,

ing proposals for

who are between the ages of 14 and 17 and this year represent 10 differ-

programming

ent high schools, commit considerable time and energy during the school

that focuses on

year to plan the application process and make grants to youth-led projects

improving finan-

in Forsyth County.

cial literacy in the

YGA is funded through the Youth Philanthropy Initiative Fund of

African-American

The Winston-Salem Foundation. Each year the endowment fund grows

community. Grant

through YGA participant fundraising.

recipients will be

In January 2009, YGA awarded six grants in its fourth grant cycle,

announced in late

including support for a children’s carnival at The Children’s Center, a

2009.

breast cancer awareness program at a local high school, and meal preparation for families staying at the Ronald McDonald House.

[6–7] Overview

the winston-salem foundation annual report

The Women’s Fund of Winston-Salem SINCE ITS INCEPTION IN 2006, The Women’s Fund has experienced

Membership in The Women’s Fund is $1,200 per year, which can be paid

exceptional growth in membership and funds contributed. This diverse

individually or within a group of up to 12 women. The Women’s Fund’s inclu-

group of approximately 700 women and girls makes a difference by pool-

sive membership model is designed to ensure that all women and girls, regard-

ing their financial resources to make grants that will improve the lives of

less of their economic statuses, have an opportunity to become active philan-

women and girls in our community. A portion of each membership is also

thropists by sharing their time, treasures, and talents to better the community.

invested in an endowment fund, which has now grown to over $170,000.

In October 2008, The Women’s Fund held its third annual awards luncheon, an important event highlighting grant recipients and connecting a community of female donors and supporters of issues that impact women and girls. The Women’s Fund also launched its new Web site (www.womensfundws.org) in June and will be announcing new grant recipients in November 2009.

The Fund awarded over $182,000 to nine nonprofit organizations in 2008. Grant recipients included Bethesda Center for the Homeless; Carver School Road Branch Library; Center of Excellence for Research, Teaching, & Learning at Wake Forest University School of Medicine; Children’s Law Center of Central North Carolina; Crisis Control Ministry; Empowering Girls in Real Life Situations; Experiment in Self-Reliance; Winston-Salem/ Forsyth County Schools; and Winston-Salem Youth Arts Institute.

2008 Women’s Fund grantees at October luncheon

Stories of Community When the strengths of individuals are interconnected

and given opportunity to shape

a community, great things become possible. One thing we know for sure is that this doesn’t just happen.

Excellence is an achievement of will, a testament to patience, an intent realized over time.

In the following profiles, we are pleased to share the stories of passionate and visionary people whose generosity of spirit, thoughtfulness and extraordinary determination have helped make our community a more excellent place for all. Whether saving pristine land, expanding the boundaries of education, championing the power of family philanthropy or broadening access to healthcare and financial advice, these are stories of imagination and perseverance coming together successfully to build excellence in our community.

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stories of comm u nity

[8–9]

founder’s profile

Ninety Years of Sharing the willingham family

f

rank Willingham was five years old in 1919 when

upon him by the governor—would have breakfast with his family before

his grandfather, Colonel Francis Fries, created The Winston-Salem

walking down the hill to Indera Mills. “He knew most everybody by name,”

Foundation with a $1,000 gift.

Willingham recalls. “He was a people person.”

Willingham was living with his grandfather at the time of the

He traveled extensively throughout the world, including trips to Europe and

Foundation’s establishment, but says, “He didn’t talk much about that

Africa. His recognition of what different people and cultures could contribute to

with the family; he was really interested in talking about what was going

one another exemplifies the inclusion that the Foundation strives for today.

on in the world. His hobby was working.”

Frank Willingham’s son, John, who is now president of Indera Mills, rec-

Col. Fries was President of Wachovia Bank and Trust Company, and his family had established Arista Mill, Maline Mills and Indera Mills in WinstonSalem, as well as other mills in nearby cities. Fries was also instrumental in

ognizes the excellence that his great-grandfather represented. “I’ve always been fascinated by his business acumen,” John says. “He started and ran businesses and did many philanthropic things.”

Col. Fries’ generosity greatly influenced his grandson. Frank Willingham

ensuring that the Norfolk & Western

and his wife Lucy became Legacy Society members through the establishment

Railroad line was built between

of a charitable remainder trust with the Foundation. A lifelong supporter of

Roanoke and Winston in 1889, as well

the Foundation, Frank also served on the Foundation’s governing Committee

as the Winston-Salem southbound rail-

from 1956 to 1975.

road extension through High Point.

He lived by the communal

Frank in turn passed the value of generosity on to his son, John, who, with his wife Donna, has established a donor-advised fund and is also a

Moravian value that the good fortune

Foundation Legacy Society member. John is also actively involved in promot-

of one family should be shared with

ing philanthropy through the Yadkin County Community Foundation.

others. The values of integrity, inclu-

“I think Dad is the prime example of philanthropy; that’s where my

sion, excellence and generosity that he

example of philanthropy came from,” says John. “He’s had this giving part of

exemplified nearly a century ago also serve as the guiding principles of the Foundation today.

him all of his life; you can’t help but admire that.”

That interconnectedness and responsibility for one another is a philoso-

Willingham recalls that one of the key lessons his grandfather taught him was “Being fair to people, being honest, that was the main thing.” That

phy ingrained into both Willinghams, following the example set by Col. Fries.

“No one is an island,” Frank Willingham wrote in a Foundation publica-

integrity came through in Fries’ many business ventures and in his relation-

tion in 1994. “Everything we have came to us either though an inheritance or

ships with others. Each morning, Col. Fries—the “Colonel” a title bestowed

through working with others. It’s up to us to share it again.”

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Frank Willingham established the Willingham Irrevocable Living Annuity Trust in 1998.

The John W. and Donna H. Willingham Advised Fund is a donor-advised fund that was established in 2006. The Foundation is deeply grateful for the philanthropic legacy that their grandfather and great-grandfather, Col. Fries, established for our community.

The Foundation awarded a $52,000 grant in 2008 to Consumer Credit Counseling Service from the Lila Church Bradford Memorial Fund and the D. Elwood Clinard Charitable Trust to help expand its foreclosure program by adding full-time counselors at a time when the need for those services was becoming critical in the community.

grantee profile

One Step at a Time consumer credit counseling service

d

erek and Paulette Smith say that Consumer Credit

baking mixes. “Right now, with the way the economy is, it’s important to

Counseling Service of Forsyth County gave them hope at a time when

keep your spirits up so you can keep moving forward,” Paulette says.

his company closed, he lost his job, and they faced foreclosure on the home

Established in 1972, Consumer Credit Counseling Service has counsel-

they had purchased in 2006.

ors who use a triage system to identify those people facing the most severe

“It did seem hopeless for a while,” Smith admits. “It is tough to ask for

financial challenges. They offer steps to take even before the first in-person

help.”

counseling session by providing information, advice and support by phone. In

Although Smith had been working temporary jobs since losing employ-

addition to helping with current economic challenges, agency counselors help

ment in 2008, his salary was cut in half, and the financial struggle eventually

individuals and families develop strategies to achieve their long-term financial

caused the family to fall three months behind on their mortgage payment.

dreams for home ownership, college and retirement, Laroche says.

He tried to call his mortgage company, but says that they refused to talk to

“We help people move from where they are to where they want to be,”

him about late payments or a loan restructuring plan. He met with counselors

Laroche says. “We feel that what we offer people is hope.”

at Consumer Credit Counseling Service who worked with him to get all his background paperwork in order, and then together they called his mortgage company. After eight weeks, the Smiths learned they had been approved for a loan modification with lower interest rates.

“It was a significant change,” Smith says. “It was a lot of pressure off us right now; it was like a gift from the Lord. Without CCCS we most likely would have had to sell our home.”

Over a 15-month period beginning in March 2008, the assistance provided by Consumer Credit Counseling Service to families facing foreclosure doubled, according to Peter Laroche, President and CEO. In fiscal year 2007-2008 alone, their counselors conducted 9,575 financial counseling sessions that impacted more than 25,000 family members. “The economic situations our clients are experiencing are by far the worst the agency has ever seen,” Laroche says.

For the Smiths, working with the program boosted their morale, and they have recently begun their own business to sell family-friendly homemade the winston-salem foundation annual report

stories of comm u nity

[12–13]

grantee profile

Working Together healthcare access

a

ccess to affordable medical care is a great challenge

for many uninsured low-income individuals. Through HealthCare

Access, Winston-Salem’s medical community is giving these patients the

Dr. Chere Monique Chase, Medical Director of Neurosciences at Forsyth Medical Center, participates in the program. “Over $10 million in care has been provided to people who might not have otherwise received it,” she notes.

health care they need.

“I am proud to be a part of a collaborative effort

In the early 1990s, the Doctor’s Care

between Forsyth Medical Center and Wake Forest

program provided health care to 200 to

University Baptist Hospital. Each member of the

300 uninsured patients each year. But there

team understands that the purpose and vision of

were growing needs on the horizon: repre-

the collaborative is to improve the overall health

sentatives of Wake Forest University Baptist

of the community to the best of our ability.”

Medical Center, Forsyth Medical Center,

Beason praises the generosity of the over

and the Forsyth County Health Department

1,300 physicians who participate by provid-

realized that a more extensive program

ing services including primary care, radiology,

should be developed.

pathology, anesthesiology and specialty care.

In 2001, led by the United Way of

“It’s amazing just how much it’s a rou-

Forsyth County, a committee of community

tine part of the fabric of our care,” says Dr.

leaders oversaw a study to assess existing services and develop a plan for what

James Wofford, Downtown Health Clinic Chief of Adult Medicine and

eventually became HealthCare Access.

Associate Professor at WFU Baptist Medical Center. The hospital introduces

HealthCare Access patients have complex and/or chronic medical condi-

HealthCare Access to doctors-in-training early on, providing valuable learn-

tions, and range in age from 18 to 64. After a patient is screened based on

ing opportunities for them. Having an agency like HealthCare Access helps

income criteria, he or she is assigned to a volunteer physician for medical care.

streamline patient care, he says, and at a time when 30 percent of their

“The whole issue of patient dignity has been important with the process,” says HealthCare Access Executive Director Mary Anne Squire.

All patients receive a HealthCare Access card, and most pay small co-pays.

Dr. Edward Beason served as a physician advocate recruiting doctors to participate in the program when it began in 2004. “Both hospitals were key,” Beason says. “They have been constant supporters of the program.”

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patients are uninsured, “We’re looking for any agencies that can help.”

The struggling economy has increased the numbers of people meeting the poverty criteria, and HealthCare Access currently reports having over 2,300 active patients.

For Beason, the value of HealthCare Access comes down to a simple question: “What would these people do if this wasn’t here?”

In 2001 the Foundation provided a $25,000 grant from the John W. and Alice Rose Alspaugh Memorial Funds to help fund a consultant to study and develop a plan for what subsequently became HealthCare Access.

Drs. Chere Chase and James Wofford (pictured)

Piedmont Land Conservancy received a $50,000 Foundation grant to the Land Protection Revolving Fund in 2007 from the S.G. Dale Fund and the Raymond B. Hooker, Jr. Fund.

grantee profile

Protecting Piedmont Treasures piedmont land conservancy

w

ild ginger, rhododendron and flame azalea

thrive in the forests of Fisher Peak Natural Heritage area in Surry

County, a place of unique beauty that holds the highest peak in the ninecounty service region of the Piedmont Land Conservancy.

Just an hour’s drive from Winston-Salem, Fisher Peak emerges majestically from the pastoral landscape as one crosses from Virginia into North Carolina driving along the Blue Ridge Parkway. The pristine condition of these lands provides protection to the headwaters of Fisher River, which feeds into the Yadkin River, the source of drinking water for Winston-Salem residents.

“It’s in everyone’s interest to have a clean drinking water supply coming down the Yadkin River,” says Kevin Redding, executive director of Piedmont Land Conservancy.

In 2008, the Conservancy was able to purchase 413 acres of this natural treasure—its second purchase of a Fisher Peak tract—in part due to a Foundation grant to the Land Protection Revolving Fund of their Protecting the Nature of the Piedmont capital campaign.

The Foundation’s history of working with Piedmont Land Conservancy includes four other grants since 1999 that have been used for various projects that benefit residents in the Foundation’s service area: a master plan for a greenway connecting watershed trails in Forsyth and Guilford counties; The Emily Allen Wildflower Preserve in Winston-Salem; public relations and development support; and funding for regional environmental protection.

The Conservancy is working to piece together approximately 1,700 acres around Fisher Peak to make it appealing to a public agency that could develop it as a public park so that more people would be able to enjoy the resource.

“What we accomplish here in our own backyard multiplies itself,” Redding says. “We are saving the places we love for the benefit of present and future generations.” the winston-salem foundation annual report

stories of comm u nity

[16–17]

student aid profile

Called to Teach lundon sims

l

undon Sims shares her knowledge, her passion—and

her high expectations—with students in her Spanish and U.S. and World

History classes at R. J. Reynolds High School.

Sims, 29, grew up in Winston-Salem and was raised by her mother, Joy, who recently graduated from Forsyth Tech with an associate arts degree in human services. “A lot of my compassion for other people came from her,” Sims says.

Elon encouraged travel abroad, and Sims traveled to Spain for five months of study during her sophomore year. She shared her passion for Spanish when she taught K-12th-grade migrant students in their homes during a Duke University summer program; after graduation from Elon, she taught environmental education for the Peace Corps in Nicaragua.

“She is an extremely creative instructor and always challenges her students to think and act with a global perspective,” notes Art Paschal, principal

Sims graduated from Mount Tabor High School, and then attended Elon University through a North Carolina Teaching Fellows Scholarship. She also

of Reynolds High School, where Sims has taught since 2005.

Sims encourages her students “to reach out beyond the four walls of the

received a Kate B. Reynolds Scholarship from the Foundation that provided

classroom” by contributing volunteer hours at nonprofit organizations in a

resources for other college expenses.

project she designed for her World History students. Her students also donate to Samaritan Ministries, and they’ve sponsored international small businesses.

“I feel with teaching, if you can do it, you should,” Sims says, and adds that she receives benefits from her students. She thrives in the dynamic, interactive environment that her students provide.

Sims also strives to enrich her teaching methods. She recently studied in Ecuador in an intensive three-week summer immersion in upper-level Spanish and received assistance with her travel costs through the Foundation’s Blanche Raper Zimmerman Scholarship.

Connecting language and history with cultural awareness has been an ongoing pursuit for Sims, who explains that “the ability to teach about countries and cultures in which I have actually lived and traveled is an asset to my students.”

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Since 1979, The Kate B. Reynolds Charitable Trust has distributed scholarship funds to The Winston-Salem Foundation for the Kate B. Reynolds Scholarship, which provides educational aid for Forsyth County students seeking higher education. The Blanche Raper Zimmerman Scholarship, established in 1986, awards annual mini-grants for Forsyth County teacher enrichment.

The Benjamin and Avon Ruffin Family Fund, a donor-advised fund, was established in 2007 in memory of Avon’s husband Ben to continue to support the causes that he cared about.

donor profile

Giving Back The ruffin family

f

or Avon Ruffin, giving back to the community has always

Avon is retired from the Winston-Salem/Forsyth County School System,

been an integral part of life, and through the fund that she established

where she had been the K-12 social studies supervisor. She has volunteered

in her husband’s memory, she continues to support those activities they had

at the Foundation by reviewing applications for the Sam and Anne Booke

supported together.

Teaching Awards, which provide professional development grants to teachers.

“His life goal, I think, was to give back,” she says of her husband Ben,

She chose to honor her husband with a donor-advised fund at the

who died unexpectedly in 2006, leaving behind his wife and two daughters,

Foundation because she was familiar with the work it does in the community.

Benita and April.

It offers many ways to help many people, she says, and it is a “…secure and

Ben was known for breaking down racial barriers and building social

safe means of giving.”

capital among diverse groups. He was the first African-American to serve

Giving back to their community has never been a question for the Ruffins.

as Chairman of the UNC Board of Governors, and as Special Assistant for

“It’s about civic responsibility,” Avon says. “It’s about social responsibility.”

Minority Affairs under former Gov. James B. Hunt, Jr., he was instrumental in increasing the number of African-American state judges and government employees. He was previously Vice President of Corporate Affairs at R. J. Reynolds Tobacco Company, and he later founded The Ruffin Group.

Avon believes that Ben followed the scripture that says, “To whom much is given, much is expected.” “I think he felt he had been blessed in his work and his career, and he always had a need to give back. There was a genuineness about him and a caring about people,” Avon continues. “I think that just came through in his relationships that he had.”

Over the years, they supported the United Negro College Fund, Senior Services and the National Black Theatre Festival. Ben also established the Catherine Wallace Ruffin Scholarship at North Carolina Central University in honor of his mother, and Avon currently serves on the Board of Trustees there. She has also established a student scholarship there in her husband’s name, as well as the Benjamin S. Ruffin Endowed Professorship to fund visiting professors.

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stories of comm u nity

[20–21]

donor profile

Lessons Learned The waugh family

w

ake Forest University sophomore Lisa Waugh

ship to hungry people downtown. Philip, a 10th grader, volunteers at Love

remembers filling three jars when she was growing up: one for long-

Thy Neighbor, The Children’s Home farm, and on church mission trips.

term savings, one for short-term savings, and another for charity.

Her parents Phil and Jean instilled in both Lisa and her brother Philip

Phil grew up in Winston-Salem, and Jean grew up in the small eastern North Carolina town of Riegelwood; the two met at East Carolina University.

the importance of giving back to their community. “The giving back is such

“My mom and dad always shared the importance of giving back and being

an integral part of life, it seems normal,” Lisa says. “They’ve set an awesome

part of the community,” Phil says. For Jean, “Everything we did was through

example. I think that’s the best way to be taught.”

the church, neighbors looking out for neighbors.”

Lisa helped to found “Love Thy Neighbor” at Centenary United Methodist Church, a program in which the youth group provides hot lunches and fellow-

They chose to move to Winston-Salem because “it’s a great place to raise a family,” and Phil’s parents lived here. A friend from church introduced them to the Foundation. Through their donor-advised fund, they often designate funds for the Ronald McDonald House and also Senior Services, which Phil especially values because his father suffered from Alzheimer’s disease.

From her parents, Lisa has learned that people give according to their own abilities and gifts. “Dad and I give in a completely different way,” she says. Her father is on the boards of Senior Services and Forsyth Country Day School, chairs the Finance Committee at Centenary, and serves on the Asset Development Committee of the Foundation.

Lisa, Philip, and their mother prefer the face-to-face interaction with those whom they help. “You can always offer something,” Lisa says. Jean says that teaching their children such lessons has been a conscious decision.

“We just feel like we’ve been blessed,” she says. “It’s all about realizing what you have, and at the same time you’re so much more than what you have. It’s as much about the time as it is about the money.

There are a lot of people out there that need what we have to give.”

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The Jean and Phil Waugh Family Trust was established at the Foundation in 2001 as a donor-advised fund to benefit nonprofit programs that the Waughs support.

Grants 2008 SINCE OUR COMMUNITY’S EARLIEST DAYS, nonprofit organizations have

been essential partners in making this a healthier place to call home. In 2008, the Foundation awarded a total of $24 million in grants, including more than $2 million in 84 competitive community grants to local nonprofits. The Foundation’s student aid program provided 524 student awards in the 2008-2009 school year, with over $830,000 distributed in scholarships and grants, and $153,000 in low-interest loans.

Types of Grants COMPETITIVE COMMUNITY GRANTS from the Foundation’s

unrestricted and field of interest funds are focused in seven program areas: Arts and Culture, Education and Recreation, Health, Human Services, Older Adults, Public Interest and Youth. A comprehensive list of 2008 competitive grants is provided on the pages that follow.

For information on application procedures for competitive community grants, please refer to the “Grant Seekers” section of the Foundation’s Web site at www.wsfoundation.org.

ADVISED GRANTS connect donors with the power of philanthropy by

using advised funds and funds that are advised by committees and others.

[24–25] grants

the winston-salem foundation annual report

While final grant decisions rest with the Foundation Committee, donors’ preferences are considered carefully in awarding grants from these funds.

DESIGNATED GRANTS ensure long-term annual support from a

fund’s income for one or more organizations identified by the donor at the time the designated fund is created.

STUDENT AID SCHOLARSHIPS, GRANTS AND LOANS are

made through the Foundation’s student aid program to assist individuals in their post-secondary education. For additional information on the Foundation’s student aid program, go to the “Students” section of www.wsfoundation.org.

Grants The following organizations received funding for competitive community grants from the Foundation in 2008. These organizations,

listed by program area, cross geographic, cultural and racial divides as they serve our community. Grant totals have also been provided by program area for 2008 grants committed from designated and agency endowment funds, and advised funds.

Arts and Culture Organization Name

Grant Amount

Project Description

Fund

Arts Council of Winston-Salem and Forsyth County

$200,000

to support the capital campaign

Charles Babcock, Jr. Field of Interest Fund, Samuel A. Harris and Roslyn S. Harris Fund

Associated Artists of Winston-Salem, Inc.

$26,500

to implement a marketing plan

Community Arts Fund, Walter V. and Martha W. Murray Advised Fund

Downtown Winston-Salem Partnership, Inc.

$8,000

to help staff the production of a summer concert series for a second year

Samuel A. Harris and Roslyn S. Harris Fund

Moravian Music Foundation, Inc.

$10,000

to help fund the development of an online catalog

Samuel A. Harris and Roslyn S. Harris Fund

North Carolina School of the Arts Foundation, Inc.

$10,000

to help expand the preparatory dance program

Eisenberg Family Fund for Arts and Culture, Mary Reynolds Babcock Cultural Improvement Fund

Reynolda House Museum of American Art

$7,926

for a series of community forums

J. C. Tise Fund

University of North Carolina School of the Arts

$18,000

to support the Magnolia Baroque Festival for a third year

Charles Babcock, Jr. Field of Interest Fund, Walter V. and Martha W. Murray Advised Fund

Winston-Salem Delta Fine Arts, Inc.

$9,000

for the second annual quilt show

Community Arts Fund

Winston-Salem Symphony

$20,000

to help fund a marketing and development assistant for a second year

Samuel A. Harris and Roslyn S. Harris Fund

Winston-Salem Youth Arts Institute

$20,000

to fund the position of program director for a second year

Nancy R. Baity Trust, Edna B. Parkin Georges Youth Fund

Grants Committed from unrestricted and field of interest funds

$329,426

Grants Committed from Designated and Agency Endowment Funds

$171,722

Grants Committed from Advised Funds

$816,572

Total 2008 Grants committed to arts and culture

$1,317,720

GRANTS public interest Organization Name

Grant Amount

Project Description

Fund

Consumer Credit Counseling Service of Forsyth County, Inc.

$52,000

to expand the foreclosure program

D. Elwood Clinard Charitable Trust, Lila Church Bradford Memorial Fund

Democracy North Carolina

$12,000

to help support the Winston-Salem Voting Rights Coalition's nonpartisan voter registration and education efforts

Donna Germain Rader and Martin H. Rader Fund, Wachovia Bank of NC Fund, Sarah Murphy McFarland Advised Fund

Experiment in Self-Reliance

$25,000

to fund a community awareness and marketing campaign

The Community Fund, Katherine W. Otterbourg Fund

Forsyth Futures

$60,000

to fund a community collaborative to improve positive outcomes for children, adults and families

Charles Babcock, Jr. Discretionary Fund, John W. and Alice Rose Alspaugh Memorial Funds, John W. and Celeste T. Alspaugh Memorial Fund, Edward S. and Barbara R. Beason Advised Fund

Forsyth Humane Society, Inc.

$60,000

to fund a mobile adoption and education clinic

Edna B. Parkin Georges Animal Fund

Historic Bethabara Park, Inc.

$15,000

to produce a pocket field guide for visitors to Historic Bethabara Park

J. C. Tise Fund, Walter V. and Martha W. Murray Advised Fund, Youth Activities Fund

Institute for Dismantling Racism

$30,000

to support a program manager for a second year

R. J. Reynolds Tobacco Company Fund, The Community Fund, Benjamin and Avon Ruffin Family Fund

Interfaith Youth Tour

$600

to fund a project to promote tolerance and education of religious diversity

Youth Activities Fund

Latino Community Development Center

$100,000

to support the opening of a Latino Community Credit Union branch in Winston-Salem

Kerr and Naomi Pinnix Discretionary Fund, Lila Church Bradford Memorial Fund, Robert E. Lasater Endowment Fund, Credence Fund, Mil and Marsh Naugle Fund

Lewisville Historical Society

$25,000

to help support the relocation of the historic Nissen House

Raymond B. Hooker, Jr. Fund – Unrestricted

Lloyd Presbyterian Church

$35,000

to help preserve African-American history in Forsyth County

Anne Hanes Willis Fund, Fenwick-Rice Fund, Isabel McRae Fund, John Alexander McClung, DDS FACD Trust, Martha K. Knott Fund, Victor I. Flow, Jr. Family Fund, Mil and Marsh Naugle Fund, Credence Fund, Martha Albertson Fund

Neighbors for Better Neighborhoods

$50,000

to support the development of community assets in neighborhoods

Ava Gardner Fund, Margaret W. Parker Fund

Neighbors for Better Neighborhoods

$347

to fund a professional development opportunity with Grassroots Grantmakers

Winston-Salem Foundation Staff Endowment

Nonprofit and Volunteer Connections

$75,000

to support capacity building for nonprofits and increase volunteerism

Samuel and Elizabeth Rose Fund, The Community Fund

North Carolina Center for Public Policy Research

$25,000

to make public research available online

J. C. Tise Fund

North Carolina Cooperative Extension Service, Forsyth County

$5,000

to continue funding the restoration of the Arboretum at Tanglewood

Anne Hanes Willis Fund

Old Salem Museums and Gardens

$6,500

to beautify an area around Salem Creek

Anne Hanes Willis Fund

Paul J. Ciener Botanical Garden

$50,000

to provide support in the development of a botanical garden

Anne Hanes Willis Fund

Rufus Dalton Awards

$5,441

to award the Rufus Dalton Award to five officers who were injured in the line of duty

Rufus W. Dalton Trust

SciWorks

$12,000

to support an interactive exhibit on Sub-Saharan Africa

A. F. Clement Fund

United Way of Forsyth County

$20,000

to fund the director of the Ten-Year Plan to End Chronic Homelessness

Albert L. Butler, Jr. Fund, Etta Mae Pope Trust, Marian G. and Charles W. DeBell Trust, R. J. Reynolds Tobacco Company Fund, Stokes Ivey and Orpha Marie Leonard Pope Family Trust, William and Allan Hollan Charitable Fund

Winston-Salem Community Development Support Collaborative

$125,000

to help support a pool of funds to support operating costs and technical assistance for mature and emerging community development corporations

Barbara Lasater Hanes Fund, Bess Gray Plumly Fund, Carl W. and Annie M. Harris Endowment, Mr. and Mrs. Thomas B. Rice Memorial Fund, Nancy T. Pleasants Community Development Fund, Robert Edwin Taylor and Margaret Long Taylor Memorial Fund, William N. Hailey Fund

Winston-Salem Urban League

$25,000

to assist with the area of resource development for a third year

Samuel and Elizabeth Rose Fund

Work Family Resource Center, Inc.

$9,000

for the development of a Web site

Margaret and Harrell Hill Fund

Grants Committed from unrestricted and field of interest funds

$822,888

Grants committed from designated and agency endowment funds

$165,450

Grants committed from advised funds

$6,658,064

Total 2008 Grants committed to public interest

$7,646,402

Education and recreation Organization Name

Grant Amount

Project Description

Fund

ABC of NC Child Development

$50,400

for a development and volunteer coordinator

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped, Harriet Taylor Flynt Fund

Arts-Based Elementary School

$12,500

to help fund the documentation of arts-integrated teaching practices

A. F. Clement Fund

The Children’s Center

$65,000

to fund a development and donor relations officer

Claire Lockhart Follin-Mace Fund

Communities in Schools of Forsyth County

$15,000

to partially fund the salary of an executive director for a third year

Jessica T. Fogle Fund, Katherine W. Otterbourg Fund

Crosby Scholars Community Partnership

$10,000

to fund the redesign and update of the Crosby Scholars Web site

Robert A. and Constance C. Emken Education Fund

Enrichment Center, Inc.

$19,000

to help support three artist residencies

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Enrichment Center, Inc.

$5,000

to help support a cultural exchange program for the Percussion Ensemble

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Greater Winston-Salem Chamber of Commerce Foundation

$12,500

to support the Graduate. It Pays. Senior Academy

Robert A. and Constance C. Emken Education Fund

Mt. Zion Baptist Church

$6,000

to help fund an after-school educational program

Edna B. Parkin Georges Youth Fund

Northwest Child Development Center, Inc.

$25,000

to support professional help with resource development for a second year

Edna B. Parkin Georges Youth Fund

Twin City Youth Soccer Association, Inc.

$50,000

to fund the capital campaign and the Soccer in the Streets program

J. Frank and Mary S. Mock Fund, Jessica T. Fogle Fund, Thomas H. Davis Advised Trust, Harrison Family Fund

Wake Forest University

$12,000

to install an exhibit on the Maya culture of Mexico and Central America

J. C. Tise Fund, Mary Reynolds Babcock Cultural Improvement Fund

Winston-Salem/Forsyth County Schools

$17,117

for advanced FM listening technology for students with hearing impairment

Claire Lockhart Follin-Mace Fund

Winston-Salem/Forsyth County Schools

$14,218

to help support a bilingual community outreach worker for teen mothers and their children

A. F. Clement Fund, Katherine W. Otterbourg Fund

Winston-Salem/Forsyth County Schools

$2,831

to enhance Winston-Salem Preparatory Academy's athletic and physical education programs

A. F. Clement Fund

Winston-Salem/Forsyth County Schools

$2,317

to support a bilingual community outreach worker for teen mothers and their children

A. F. Clement Fund

Winston-Salem/Forsyth County Schools

$650

to provide mentoring for girls

Edna B. Parkin Georges Youth Fund

Winston-Salem/Forsyth County Schools

$600

to provide mentoring for girls at Bolton Elementary

Art and Dannie Weber Education Fund

YMCA of Northwest North Carolina

$7,000

to help fund a mentoring program for Hispanic families for a third year

Jessica T. Fogle Fund

Grants Committed from unrestricted and field of interest funds

$327,133

Grants committed from designated and agency endowment funds

$819,853

Grants committed from advised funds

$3,879,989

Total 2008 Grants committed to education and recreation

$5,026,975

OLDER ADULTS Grants committed from designated and agency endowment funds

$209,104

Grants committed from advised funds

$384,705

Total 2008 Grants committed to older adults

$593,809

the winston-salem foundation annual report

G rants [ 2 6 – 2 7 ]

GRANTS

health Organization Name

Grant Amount

Project Description

Fund

AIDS Care Service, Inc.

$50,000

to continue a mental health support service for HIV-positive individuals and their families for a second year

Harriet Taylor Flynt Fund

Cancer Services, Inc.

$6,000

to support a wellness coordinator for a third year

Jeannette Norfleet Fund

Horizons Residential Care Center

$25,000

to upgrade a building at the main campus

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Hospital Hospitality House

$50,000

for an additional grant to the capital campaign to build the guest house

John W. and Alice Rose Alspaugh Memorial Funds, Twin City Hospital Funds

Mental Health Association in Forsyth County, Inc.

$8,400

to expand a program to treat eating disorders

Harriet Taylor Flynt Fund, Walter V. and Martha W. Murray Advised Fund

Mental Health Working Group

$10,000

to fund a consultant to provide the assessment of mental health services

Harriet Taylor Flynt Fund

North Carolina Harm Reduction Coalition, Inc.

$10,358

to fund a Hepatitis C education and testing program

Franklin Cromer Cordell Fund, Richard E. Ashburn Trust

Shepherd's Center of Greater WinstonSalem

$35,000

for a congregational nurse and health ministry program

Harriet Taylor Flynt Fund

Southside United Health Center Steering Committee

$75,000

to fund a prenatal and well-child clinic on the Southside

Frank E. Llewellyn T.B. Fund, Margaret and Harrell Hill Fund, Twin City Hospital Funds, Herbert and Ann Brenner Fund, Christopher Richard Eagan Fund, Edward S. and Barbara T. Beason Advised Fund, Craven Family Fund, Sam and Pauline Carter Fund; Walter V. and Martha W. Murray Advised Fund

Special Children's School

$15,077

to support a hospital-based coordinator of family services

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

University of North Carolina at Chapel Hill

$20,000

for the Center for Infectious Diseases to continue a project in the Foundation's service area for HIV-infected former prisoners, for a second year

Harriet Taylor Flynt Fund

Wake Forest University Health Sciences

$40,690

to fund a nutrition education program for low-income minority and Spanish-speaking families

Frank E. Llewellyn T.B. Fund, John W. and Alice Rose Alspaugh Memorial Funds, Mil and Marsh Naugle Fund

Grants Committed from unrestricted and field of interest funds

$345,525

Grants committed from designated and agency endowment funds

$854,350

Grants committed from advised funds

$749,578

Total 2008 Grants committed to health

$1,949,453

Religion Grants committed from designated and agency endowment funds

$326,725

Grants committed from advised funds

$2,623,871

Total 2008 Grants committed to religion

$2,950,596

Human services Organization Name

Grant Amount

Project Description

Fund

Bethesda Center for the Homeless, Inc.

$30,000

to help support a development director for a second year

The Community Fund

ECHO Council

$18,500

to help individuals with physical disabilities participate in the StoryLine bus project sponsored by the ECHO Council

Claire Lockhart Follin-Mace Fund

Family Services, Inc.

$25,000

to provide additional support for the Second Century capital campaign

Harriet Taylor Flynt Fund

Horsepower Therapeutic Learning Center

$10,000

to purchase equipment to maintain a safe environment for riders with disabilities

Claire Lockhart Follin-Mace Fund

Lamb Foundation of N.C., Inc.

$5,000

to support the 2008 campaign for children and adults with mental disabilities

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Next Step Ministries, Inc.

$5,000

to assist with the salary of the executive director for a third year

Marcus Lew Davis Memorial Fund

Partners for Homeownership

$64,820

for the development of permanent supportive housing units

Harriet Taylor Flynt Fund, Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara T. Beason Advised Fund

Special Olympics North Carolina

$5,000

to fund Winston-Salem athletes' participation in a statewide basketball and cheerleading tournament to be held in Winston-Salem.

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Vigils for Healing

$2,500

to provide monetary support for the family members of victims of violent death

Chrissy Gallaher Victim's Assistance Fund

Winston-Salem Forsyth County Council on Services for Homeless

$8,000

to fund an overflow shelter for a second year

Dr. Calvin and Ruth H. Ogburn Trust, Benjamin and Avon Ruffin Family Fund, Walter V. and Martha W. Murray Advised Fund

Winston-Salem Industries for the Blind

$30,000

For the Summer Enrichment Experience (SEE), a children's program of A Brighter Path

Claire Lockhart Follin-Mace Fund

Grants Committed from unrestricted and field of interest funds

$203,820

Grants committed from designated and agency endowment funds

$373,799

Grants committed from advised funds

$2,490,370

Total 2008 Grants committed to human services

$3,067,989

youth Organization Name

Grant Amount

Project Description

Fund

The Chef and Child Foundation/Triad A.C.F.

$15,000

for a marketing and education coordinator

Camp Robert Vaughn Fund, Thomas H. Davis Advised Trust

El Buen Pastor Latino Community Services

$8,000

to partially fund a position for youth programming for a second year

John W. and Celeste T. Alspaugh Memorial Fund, Robert G. Auchincloss Fund

Kappa League of Winston-Salem

$1,000

to fund a historical enrichment experience for young men

Youth Activities Fund

North Carolina Lady Tigers

$1,000

to fund expenses for girls fast-pitch softball

Youth Activities Fund

Salem Gardens Youth Council

$575

for the step team and an educational trip to Asheville

Youth Activities Fund

Winston-Salem Tiny Vikings

$1,000

to fund registration fees for youth who cannot afford to participate

Youth Activities Fund

Grants Committed from unrestricted and field of interest funds

$26,575

Grants committed from designated and agency endowment funds

$229,738

Grants committed from advised funds

$252,803

Total 2008 Grants committed to youth

$509,116

the winston-salem foundation annual report

G rants [ 2 8 – 2 9 ]

Funds and Donors of committed donors, investing in both the current and future health of our community, has enabled the Foundation to support many causes from education to recreation to human services, enriching the lives of our neighbors in all life stages—from youth through older adults. As of December 31, 2008, the Foundation administered more than 1,200 charitable funds that serve a variety of philanthropic purposes.

A 90-YEAR HISTORY

Knowing that they cannot predict future opportunities

to help in our community, many donors demonstrate the highest level of trust in the integrity of the Foundation by establishing endowed unrestricted and field of interest funds that support timely competitive community grants such as those profiled and listed earlier in this report.

These grants, to community organizations as varied as Consumer Credit Counseling Services, HealthCare Access, and Piedmont Land Conservancy, will impact our community positively and substantially for

many years to come—and the Foundation’s ability to provide community grants has been crucial in supporting these programs over time.

The Foundation administers both endowed and non-endowed donor funds, matching individuals, families and organizations with fund types that will help them accomplish their giving goals.

We are eternally grateful for all of our donors, and we look forward to serving as a resource for more philanthropic journeys in the years to come.

Types of Funds Endowed Funds:

STUDENT AID FUNDS provide students with the resources to pursue

UNRESTRICTED FUNDS offer the broadest option for charitable

their academic goals. Donors may establish funds to support students

giving. Income from these funds will be used to meet changing funding

from a particular high school, church, or county, or those who attend

opportunities in our community over time through competitive com-

a specific college or university.

munity grantmaking. real estate funds are properties designated for a charitable use FIELD OF INTEREST FUNDS give donors the opportunity to pro-

and titled in the Foundation’s name. The Foundation has continuing

vide community grantmaking support within a broad area of interest

oversight of the use and care of the property as well as responsibility for

(i.e., human services, older adults, arts, etc.)

disposition should the designated use become impractical or undesirable.

DONOR-ADVISED FUNDS enable up to two family generations of

non-endowed Funds:

donors or outside committees to make charitable grant recommenda-

NON-ENDOWED ADVISED FUNDS offer donors a simple and

tions. Foundation staff can assist donors with background information

efficient process in which to fulfill their annual charitable giving goals.

on charities or help identify pressing community needs. These funds are a convenient method of simplifying charitable giving and are an attractive alternative to a private foundation.

TEMPORARY AND SPECIAL FUNDS give the Foundation the

ability to hold a limited number of funds for organizations for charitable projects.

DESIGNATED FUNDS are established by donors who wish to provide

annual support to specific charities. Should the organization(s) cease to exist, the Foundation has the responsibility to ensure that a donor’s original intent is met.

HOW TO ESTABLISH A FUND: Setting up a fund and establishing your giving legacy is simple. Our Philanthropic Services staff will walk you through the steps to make sure that the fund you establish meets your charitable giving goals.

AGENCY FUNDS are established by charitable organizations. The

Please contact us at www.wsfoundation.org or call us at (336) 725-2382

organization benefits from the Foundation’s professional investment

for more information.

management administration, allowing the agency’s staff and board to focus on providing necessary services to its constituents.

the winston-salem foundation annual report

f u nds and donors [ 3 0 – 3 1 ]

funds andfunds Endowed donors

Unrestricted and Field of Interest Funds UNRESTRICTED FUNDS offer the broadest option for charitable giving. Income from these endowed funds is used to meet the changing needs of our

community over time through competitive grants. FIELD OF INTEREST FUNDS give donors the opportunity to provide community grantmaking support within a broad interest area (i.e., human services, older adults, arts, etc.). new funds in 2008

purpose

Vergil and Vicki Gough Fund

Established as an unrestricted fund

William D. and Jane F. Hobbs Fund

Established by charitable bequest to support the poor and needy of the community

Drane V. McCall Fund for Winston-Salem Beautiful

Established by Dr. Bill McCall in honor of his wife, Drane V. McCall

FUND

year established

Louise and Sam Adams Community Fund Lena Albright Memorial Fund R. Worth Allen and Atha J. Allen Fund

2005 1979 2005

purpose Established through a charitable trust to support the charitable needs of the community Established by family and friends for organizations that provide comfort and benefit to those suffering from cancer, especially leukemia Established by Mrs. Atha Allen in 1989 in memory of her husband and later endowed

John W. and Alice Rose Alspaugh Memorial Funds

1964

Established by bequest by John W. Alspaugh to provide health care to underprivileged people

John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust

1964

Established by bequest by John W. Alspaugh in memory of his parents to support programs for disadvantaged youth

1999

Established by an anonymous donor as an unrestricted fund

Anonymous Trust #2 Richard E. Ashburn Trust Warren David Ashburn Fund

2002 1968

Established by bequest as an unrestricted fund Established for charitable purposes of the Foundation

Charles Babcock, Jr. Discretionary Fund

2006

Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong support of emerging and changing community needs

Charles Babcock, Jr. Field of Interest Fund

2006

Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong interest in arts and culture in the community

Mary Reynolds Babcock Cultural Improvement Fund Nancy R. Baity Trust

1950 2000

Established for grants and loans to cultural and arts groups in the community Established in memory of her husband Ira W. Baity, Jr. to support programs for disadvantaged children and youth

Bank of America Fund

1995

BB&T Fund

1994

Established as an unrestricted fund in honor of the Foundation's 75th Anniversary

Lila Church Bradford Memorial Fund

1999

Established as an unrestricted fund

John W. Burress Community Fund

2007

Established as an unrestricted fund

Albert L. Butler, Jr. Fund Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund – Unrestricted

1997 2000

Established as an unrestricted fund in honor of the Foundation's 75th Anniversary

Established by the Kate B. Reynolds Charitable Trust in memory of Mr. Butler to support the poor and needy Established by the estate as an unrestricted fund

Camp Robert Vaughn Fund

1990

Established from the proceeds of the sale of Camp Robert Vaughn to support grants for children and youth

Carolina Steel Endowment Fund

1988

Established as an unrestricted fund to support worthy public purposes

Henry M. Carter, Jr. Fund

1997

Established by friends of Mr. Carter at his retirement as president of The Winston-Salem Foundation as an unrestricted fund

A. F. Clement Trust Fund

1971

Established by bequest to provide funds for education of orphans and other Forsyth County youth

D. Elwood Clinard Charitable Trust

1974

Established as an unrestricted fund by D. Elwood Clinard, Jr. in memory of his father

Community Arts Fund

1985

Established to support programs of arts organizations

The Community Fund

1919

Established by Col. F. H. Fries to address the changing needs of our community

Franklin Cromer Cordell Fund

1994

Established by family and friends to support programs that assist individuals who suffer from substance abuse problems

Rufus W. Dalton Trust

1983

Established by bequest to assist injured law enforcement officers and the spouses and children of officers killed in the performance of their duties

Eugene and Iola Daniels Memorial Trust for the Mentally Handicapped

1998

Established by the estate of Bobby A. Daniels to benefit mentally handicapped people of Winston-Salem and Forsyth County, North Carolina Unrestricted and Field of Interest Funds – continued on next page

Unrestricted and Field of Interest Funds – continued from previous page FUND

year established

Marcus Lew Davis Memorial Fund

2004

purpose Established as an unrestricted fund by Mr. G. Franklin Davis in memory of his son

Thomas H. Davis Advised Trust

1992

James R. Deadrick Fund

1989

Established by bequest as an unrestricted fund

Marian G. and Charles W. DeBell Trust

2001

Established as an unrestricted fund

John and Julia Denham Fund

2007

Established as an unrestricted fund

Eisenberg Family Fund for Arts and Culture

2007

Emergency Loan Fund of Northwest N.C.

1983

Established with special emphasis on programs for youth

Established as a field of interest fund to support arts and culture Established by the Donors Forum of Forsyth County to provide emergency loans to nonprofits in Northwest North Carolina

Robert A. and Constance C. Emken Education Fund

2000

Established to support educational programs

FenwickRice Fund

2004

Established from the Ron and Muriel Rice Fund and the Elizabeth Fenwick Fund for the Downtown Church Center to support the homeless, elderly, children, and the underserved in the community

Victor I. Flow, Jr. Family Fund

2000

Established by Mr. and Mrs. Victor I. Flow, Jr. as an unrestricted fund

Harriet Taylor Flynt Fund

1998

Established by bequest to benefit the handicapped, the elderly, or others with disabilities

Jessica T. Fogle Fund

1964

Established by bequest to support the education and development of North Carolina children

Claire Lockhart Follin-Mace Fund

1991

Established by family and friends to benefit physically disabled individuals in North Carolina

Louise Futrell Fund

1991

Established by bequest as an unrestricted fund

Chrissy Gallaher Victim's Assistance Fund Ava Gardner Fund

1992 2005

Established in honor of Chrissy Gallaher by family and friends to support victims of violent crimes Established by the Ava Gardner Trust for community grantmaking

Edna B. Parkin Georges Animal Fund

1996

Established by bequest as a special purpose fund to benefit domestic animals

Edna B. Parkin Georges Youth Fund

1996

Established by bequest to benefit disadvantaged youth

Vera Goldberg Memorial Fund

1998

Established by Milton Goldberg in memory of his wife as an unrestricted fund

Joseph G. Gordon Fund

1997

Established by the Z. Smith Reynolds Foundation in memory of Dr. Gordon to benefit disadvantaged youth

Howard Gray Endowment

1987

Established as an unrestricted fund

James A. Gray Family Fund

1989

William N. Hailey Fund

2004

Bill and Helene Halverson Fund

2006

Barbara Lasater Hanes Trust

Established as an advised fund, then converted to an unrestricted fund at Mr. Gray's death Established with the remainder interest from the William N. Hailey CRT Estabished as an unrestricted fund from a bequest by John W. Halverson

1988

Established as an unrestricted fund

James R. Hankins Fund

1967

Established by bequest as an unrestricted fund

Carl W. and Annie M. Harris Endowment Fund

1970

Established by bequest as an unrestricted fund

Samuel A. and Roslyn S. Harris Fund

1980

Established by bequest as an unrestricted fund with special interest in music education

Vicki Van Liere Helms Art Fund

2004

Established in memory of Vicki Van Liere Helms by her family and friends to support organizations and programs serving aspiring painters, sculptors and other artists

Bob and Ruth Herring Fund

2003

Established as an unrestricted fund by Mr. B. J. Herring

Margaret and Harrell Hill Fund

2007

Established as an unrestricted fund

William and Allan Hollan Charitable Fund

2004

Established with memorial gifts to William E. Hollan, Sr. to support human services

Raymond B. Hooker, Jr. Fund – Unrestricted

2000

Established by an estate gift as an unrestricted fund

Mae W. Hubbard Trust

1987

Established by bequest as an unrestricted fund with special consideration for the development, welfare and education of underprivileged and handicapped children

Allan M. Hutcherson Fund

1944

Established by bequest for Forsyth County youth programs with special consideration to those affecting underserved minority children

Earline heath King Fund

2005

Established to support art and art-related endeavors of the Foundation within North Carolina

Martha K. Knott Fund

1926

Established to provide support for general charitable purposes

R. Edward Lasater Endowment Fund

1950

Established to provide support for general charitable purposes

Lassiter Animal Welfare Fund

2003

Established with an estate gift from Allene D. Lassiter for the benefit of animals in Forsyth County

Lipscomb Fund

2004

Established in honor of Guy and Margaret Lipscomb by their granddaughter Unrestricted and Field of Interest Funds – continued on next page

the winston-salem foundation annual report

f u nds and donors [ 3 2 – 3 3 ]

Endowed funds

Unrestricted and Field of Interest Funds – continued from previous page FUND

year established

purpose

Frank E. Llewellyn T.B. Fund

1970

Established by bequest by Elizabeth P. Llewellyn for general health purposes with a priority for tuberculosis purposes whenever possible

Elsie Ann Long Memorial Fund

1995

Established through an estate gift for programs and activities benefiting needy persons living in the Appalachian region of the United States

John C. Long, M.D. Fund

1994

Established by friends of Dr. Long for support in the area of health

Elizabeth Lovett Education Endowment

1996

Established as a fund to support education

Thomas Jack Lynch Memorial Fund

1996

Established by an estate gift as an unrestricted fund

Harvey Seward Martin Fund

1996

Established by bequest by Mrs. Martin for educational purposes at the discretion of the Foundation Committee

Masich Fund

2004

John Alexander McClung, DDS-FACD Trust Isabel McRae Fund

1994 1981

Established by Jane and Tony Masich as an unrestricted fund Established by Mary Louise Gray in memory of her father to support Christian-related programs or organizations in the local community as determined by the Foundation Established by bequest as an unrestricted fund

Michalove Fund

2004

Established as an unrestricted fund with 41 consecutive years of contributions to the General Endowment Fund

J. Frank and Mary S. Mock Fund

2003

Established through a CRT to benefit needy children in Forsyth County

Algine Foy and Julius Dobson Neely Memorial Fund

1989

Established by Algine Neely Ogburn in honor of her parents for empowering and encouraging individuals to improve their lives and the lives of their families

Charles E. Norfleet Memorial Fund

1976

Established by Grizzelle M. Norfleet in memory of her brother, who served as secretary of the Foundation during its early years

Jeannette Norfleet Fund

1982

Established by family and friends to support health and medical programs, with special consideration for programs that benefit people suffering from cancer

Dr. Calvin and Ruth H. Ogburn Trust

1978

Established to provide support for general charitable purposes

Margaret W. Parker Fund

1997

Established as an unrestricted fund

Otis B. and Genevieve Parrish Fund

1987

Established to support programs for older adults with debilitating health conditions, especially Alzheimer's disease

Thomas R. and Georgia L. Pepper Family Fund

1997

Established by Dr. Francis D. Pepper in memory of his grandparents as an unrestricted fund

Kerr and Naomi Pinnix Discretionary Fund

2006

Established by a testamentary trust created by Naomi Ingram Pinnix to provide financial counseling and advice

Pfafftown Jaycees Community Fund

2005

Established by the Pfafftown Jaycees

Pleasants Hardware Company Trust

1987

Established for general charitable purposes

Nancy T. Pleasants Community Development Fund

1997

Established to support economic development, education and training, leadership development, community long-range planning, community appearance, historic preservation and regional cooperation

Virginia S. Pleasants Fund

1996

Established by an estate gift as a discretionary fund

Bess Gray Plumly Fund

1965

Established by bequest for general charitable purposes of the Foundation

Etta Mae Pope Trust

2000

Established by Louis B. Pope in memory of his sister to support the poor and needy

Stokes Ivey and Orpha Maria Leonard Pope Family Trust

2000

Established by Louis B. Pope in memory of his parents to support the poor and needy

Donna Germain Rader and Martin H. Rader Fund

2005

Established as an unrestricted fund to honor the memory of Donna Rader's parents, Owen E. Germain and Emilie Drapalski Germain

R. J. Reynolds Tobacco Company Fund

1975

Mary Neil Henderson Rice Fund

1998

Established by Thomas B. Rice, III as a memorial to his mother to support Crisis Control Ministries and organizations that serve children

Mr. and Mrs. Thomas B. Rice Memorial Fund

1991

Established by family and friends for general charitable purposes

Ann and Clay Ring Fund

1997

Established as an unrestricted fund

Samuel and Elizabeth Rose Fund

1998

Established by bequest by Samuel M. Rose to support general charitable purposes

Sarah Shore Ruffin Fund Kenard Eugene Sales Memorial Fund Sandehill Recreation Fund Louis and Jane Shaffner Fund

2004

Established as a part of the company's 100th anniversary celebration

Established by beneficiary designation of the Sarah S. Ruffin IRA

2001

Established in memory of Kenard E. Sales by family and friends to support programs benefiting disadvantaged youth

1986

Established to promote competitive swimming and water sports in Forsyth County

2007

Established as an unrestricted fund

Shepherding Fund

1992

Established to support local human service agencies

Emma Jane Skinner Fund

2001

Established by Frank B. Hanes to support human services organizations Unrestricted and Field of Interest Funds – continued on next page

[ 3 4 – 3 5 ] F UND s a n d d o n o r s

the winston-salem foundation annual report

Unrestricted and Field of Interest Funds – continued from previous page FUND

year established

Peggy and Ralph Stockton Fund

1995

purpose Established as an unrestricted fund

Ralph and Frances Stockton Trust

1993

Established as an unrestricted fund

Colin and Mary Louise Stokes Fund

1991

Established as an unrestricted fund to support charitable purposes in Forsyth County

Lillian S. Stultz Fund

1982

Established by bequest for general charitable purposes of the Foundation

Sturmer Samaritan Fund

1997

Established by Martha M. Sturmer in honor of her in-laws, Ernestine Hill and Charles A. Sturmer, to provide support for financially needy patients and residents in nursing homes in Forsyth County

The Sunshine Fund

2007

Established by Robert Jasinkiewicz to benefit domestic animals in Forsyth County

Edward and Mary Alice Tarulli Fund

2006

Established with the charitable remainder of a charitable remainder trust to provide services or programs that benefit individuals who are visually handicapped

Robert Edwin Taylor and Margaret Long Taylor Memorial Fund

2005

Established with the remainder of the Margaret Long Taylor Charitable Remainder Unitrust

J. C. Tise Fund

1927

Nelson and Dorothy Tomlinson Fund

1997

Established as an unrestricted fund

Twin City Hospital Funds

1920

Established by the executive board of the Hospital by bequest from John W. Alspaugh to benefit projects on behalf of the medically indigent in the community

Wachovia Bank of North Carolina Fund

1987

Established with a gift for unrestricted use and added to in 1994 in honor of all former and current Wachovia employees and in memory of Herbert Brenner

Spencer and Nell Waggoner Charitable Fund – Unrestricted

2005

Established by bequest to support general educational purposes with an emphasis on programs providing enrichment and outreach

Established through the estate of Nell Kerns Waggoner

Hayes and Amy Wauford Fund

2007

Established as an unrestricted fund

Art and Dannie Weber Education Fund

2007

Established as a field of interest fund for education

Anne Hanes Willis Fund Bobby Ray Wilson Human Fund Winston-Salem Foundation Staff Endowment Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped

1997

Established by Frank B. Hanes in memory of his sister to assist landscaping, gardening, and beautification in the city when public funding is not available

1996

Established to benefit incarcerated persons in Forsyth County

2002 1984

Established by B. Thomas Lawson in honor of his former Winston-Salem Foundation colleagues Established to provide recreational opportunities for the handicapped

Endowed funds

Donor-Advised Funds DONOR-ADVISED FUNDS ENABLE UP TO TWO FAMILY GENERATIONS of donors or outside committees to make charitable grant

recommendations. Foundation staff can also assist donors with background information on charities or help identify pressing community needs.

These endowed funds are a convenient method of simplifying charitable giving and are an attractive alternative to a private foundation. new funds in 2008

FUND

John W. Burress Advised Fund

Burr Family Trust

2006

C. B. Eller Education Fund

1987

Ann and John Faris Community Fund

Cardwell-Archer Charitable Fund

2001

Grace H. Emken Fund

1993

Firetree Fund

Mary J. and Kenneth P. Carlson Advised Fund

2000

Carr Family Advised Fund

2006

Alex C. Ewing North Carolina School of the Arts Campus Fund

1999

Bryan D. and JoAnn M. Yates Fund

Sam N. Carter and Pauline H. Carter Fund

2000

John H. Felts, M.D. Fund

Yasser and Georgia Youssef Family Fund FUND

year established

year established

Cawood Charitable Fund

1993

FUND

year established

1994

2002

Robert and Carol Ford Charitable Trust

1996

1992

James A. and Elizabeth K. Fyock Trust

1999 1996

William T. and Sylvia F. Alderson Fund

1997

Lee Chadwell Fund

Allegacy Federal Credit Union Fund

1999

Chuck and Bobbie Chambers Advised Trust

Celeste Tucker Alspaugh Memorial Trust

1964

Charley Fund I

2007

Dr. Kenneth R. Gallup, Jr. Family Charitable Fund

Anonymous

1996

Charley Fund II

2007

Thad W., Mildred B. and Kathryn W. Garner Trust

Anonymous

2001

Lucy Hanes Chatham Fund

1949

Genesis Fund

Anonymous

2004

Ashburn Wright Wall Pollock Charitable Trust

1994

2000

Finley-Anderson Fund

1998 2007

Lucy Hanes Chatham Library Fund

1951

Glade Valley School Fund

1988

Richard T. Chatham Fund

1972

1991

Philip S. Auchincloss Fund

2000

Thomas Lenoir and Anna Hanes Chatham Fund

1998

Alice O'Kelley Goodson and William A. Goodson, Jr. Family Trust

Robert G. Auchincloss Fund

2000

Gerald and Lee Ann Chrisco Family Trust

1998

William A. and Georgia H. Goodson Fund

1968

William P. and Katharine T. Baldridge Endowment

2006

Robert Clark Family Fund

1997

Louis and Marcia Gottlieb Family Fund

1996

Marshall B Bass Children's Fund Endowment

2004

Phillip M. Clifton, M.D. Memorial Fund for Children

Grace Court Trust

1996

Bartlett and Wyatt Bassett Fund

2004

Brenda Kulynych Cline Fund

Ted and Charlotte Blount Fund

1997

Clover Street Fund

2003 1998 2003

Margaret N. Graham Art Fund

1942 1998

1999

Bernard and Anne Howell Gray Advised Fund for the Community

Eleanor and Sam Booke, Jr. Fund

1998

A. Robert Cordell Family Trust

1998

Green Angel Fund

1997

Elizabeth E. and Henry M. Booke Trust

1994

Joan R. and David L. Cotterill Advised Trust

1994

J. T. Greene, Jr. Charitable Trust

1995

Sam and Anne Booke Family Trust

1989

CP3 Charitable Foundation

Julian R. and Mary P. Bossong Fund

1998

Credence Fund

Karla Bolen Memorial Fund

Skip and Beth Boswell Trust Braswell Family Charitable Fund

2003

2007

Ron and Jeff Coppage Cancer Fund

Bill and Betty Gray Davis Fund

1995

John and Terrie Davis Family Fund DeForest Family Fund

2006 1997 2000 1999 2003

Emily Grousbeck Fund Hanes Family Downtown Fund

1988 2003

R. Philip and Charlotte Hanes Community Trust

1988

Harrison Family Fund

2001

Sam and Kathryn Hauser Fund

2005

Herbert and Ann Brenner Fund

1993

Mike and Wendy Brenner Trust

2002

Ashley Holland Dozier Charitable Fund

1998

Hege Trust

1997

Paul and Judy Moore Briggs Family Fund

2000

Driscoll Family Fund

1997

L. Stephen Hendrix Fund

2001

Royall and Alice Brown Advised Trust

1993

Joseph B. and Mary M. Dudley Advised Fund

1997

Bill and Leslie Hollan Fund

1994

Royall R. Brown, Jr. Advised Trust

1992

Nancy W. Dunn Trust for Spiritual Development

1995

Judith Hoots Family Fund

2005

B. F. Huntley and Josephine Huntley Trust

Budd Group Foundation

2001

Mignon Durham Charitable Fund

1997

Christopher David Budd Fund

1996

Christopher Richard Eagan Fund

2002

John and Karen Budd Fund

1998

EHI Fund

2004

Joseph R. Budd Family Trust

1997

Lynn and Barry Eisenberg Endowed Fund

1998

W. T. and Mary Cobb Jenkins Family Fund

Richard P. and Sylvia S. Budd Fund

1983

Elkin Community Trust

1993

Bill Johnson Trust to Benefit Stokes County

David A. and Roberta W. Irvin Fund Janeway Family Fund

1997 2000 1996 2005 1999

Donor-Advised Funds – continued on next page

Donor-Advised Funds – continued from previous page FUND

year established

FUND

year established

FUND

year established

Florinda C. Johnson Charitable Fund

2005

Eugene and Ann Paschold Fund

1996

Garland Johnson Fund for the Benefit of Elkin Public Library

2001

Bob Pate Memorial Fund

1987

Thompson/Rotary Club of Winston-Salem Educational Fund

Pauline Davis Perry Fund

1996

Thornton Family Fund

2001

J. Michael Johnston Memorial Fund

1996

L. Gordon and June D. Pfefferkorn, Jr. Trust

1993

Tuttle Family Charitable Fund

2005

Jones Family Fund

L. Gordon, Jr. and June D. Pfefferkorn, Jr. Trust – 2

1999

Harry and Nancy Underwood Advised Trust

1994

Christopher and Lucinda Kellam Jones Fund

1997

Piedmont Federal Fund

1993

Margaret M. Urquhart Advised Fund

2001

Thad and Catherine Jones Charitable Fund

1996

Pleasants Hardware Company Trust

1987

Carolyn H. Vaughn Fund

1997

Leon and Renee Kaplan Fund

1999

Ruth M. and Clifton E. Pleasants Trust

1990

Sheila H. Vogler Fund

2001

Dale and Mary King Fund

2006

1950

Michael J. Pollak Trust

1995

Wake Forest Baptist Church Fund

1999

Julia Davis Pollard Memorial Fund

1969

Wall Family Trust

Thomas J. and Lynne Koontz Charitable Trust

1996

Billy D. and Deborah Prim Donor Advised Fund

2004

Ward Family Advised Trust

1995

A. Thad and Margaret W. Lewallen Advised Trust

1994

Gladys Cain Pulliam and Grady R. Pulliam, Jr. Fund

2007

Warthogs Baseball Community Trust

1999

Purcell Family Fund

2006

Sharon L. Washington-McBryde Memorial Fund

L. Andrew Koman and Leigh E. Koman Fund

A. J. Linville Memorial Fund

2004

2006

1992 2002

2005

Lowy Family Fund

1997

David and Deborah Rice Fund

1995

Jean and Phil Waugh Family Trust

2001

Lydia Phillips McCabe Advised Fund

1997

T. Wayne Robertson Memorial Fund

1998

Edward Kent Welch Memorial Fund

2005

McGowen Charitable Fund

1996

Roslyn Trust

2000

A. T. Williams Oil Company Fund

1988

McGuirt Family Fund

1996

Rubin Family Fund

2000

A. Tab Williams, Jr. Crime Prevention Fund

1996

J. Frank and Laura Turnage McNair Charitable Trust

1996

Tom and Kathy Rucker Charitable Trust

2000

A. Tab Williams, Jr. Public Education Fund

William and Kim Means Charitable Fund

1996

Guy and Liz Rudisill Fund

Medlin Charitable Fund

1994

Benjamin and Avon Ruffin Family Fund

John and Kelly Merritt Family Charitable Fund

2007

Jack and Betty Runnion Fund

Millbrook Fund

2005

Pearl and Ray Sams Family Trust

Henry S. and Martha S. Miller Advised Fund

2005

Phoebe B. and William M. Satterwhite, Jr. Fund

Dr. John H. and Elizabeth B. Monroe Fund

2002

Daniel and Linda Sayers Charitable Fund

Elsie L. Morris Fund Gene and Margaret Motsinger Family Fund

1999 2006

1993

1996

Catherine R. Williams Family Fund

2003

2007

John W. and Donna H. Willingham Advised Fund

2006

1996

Diana Dyer Wilson Endowment Fund

1971

2000

Jane Butler and J. D. Wilson Family Trust

1983

2005

Paula Wimmer Memorial Fund

2006

1996

Ann King Windham Fund

2004

Margaret Scales and Graydon Pleasants Endowment

2007

Winston-Salem Civitan Club Candy Box Fund

1998

Andrew J. and Ellen N. Schindler Advised Fund

2004

Winston-Salem Civitan Project Trust

1998

Winston-Salem/Forsyth County Economic Development Fund

1985

1982

Michael Andrew Nachman Fund

1995

Sloan S. Sherrill Fund

1978

Mil and Marsh Naugle Fund

1999

Adrian R. and Robert D. Shore Trust

1999

Neal Family Fund

2001

SKM Charitable Fund

2004

Lucian and Robie Neal Fund

2002

Katie Sleap Memorial Fund

2005

Winston-Salem/Forsyth County Excellence in Education Fund

2005

Winston-Salem Police Benefit Fund

1980

Winston-Salem Regional Association of REALTORS Charitable Fund

2005 2000

Stephen L. Neal Advised Fund

1997

F. Conard and Jean Snyder Fund

T. David Neill Family Fund

1998

Morris and Lillian Sosnik Memorial Fund

1987

O'Brien Family Fund

2005

Rufus T. Stedman Memorial Fund

Sam C. Ogburn, Sr. and Mary Ceile F. Ogburn Fund

2007

Emily P. and Scott F. Sternberg Family Fund

1998

1931

Wolfe Family Fund

Orr Family Charitable Trust

1999

Nealie Belk Stevens Fund

1962

Woman's Club of Winston-Salem

1997

Women's Fund Endowment

1935

Katherine W. Otterbourg Fund

2003

Richard and Wendel Stockton Fund

C. T. Overby Youth Golf Fund

2006

Janice Kulynych Story Fund

1998

Rick and Lyn Worf Fund

1998

Sturmer Spay and Neuter Fund

1990

Elizabeth L. Wyeth Fund

1998

Chris Yarborough Memorial Sawtooth Center Library Trust

1998

Marlene and Craven Page Trust

1997

Dwight E. and Annie E. Pardue Advised Fund

2004

Charles V. Taft Family Charitable Trust

1995

Harry O. and Margaret W. Parker Family Trust

2006

John A. and Marguerite B. Taylor Fund

1986

Nathan E. and Lisa J. Parrish Advised Fund

2007

Youth Philanthropy Initiative

the winston-salem foundation annual report

2007

2004

f u nds and donors [ 3 6 – 3 7 ]

Endowed funds

Designated and Agency Funds DESIGNATED FUNDS ARE ESTABLISHED by donors who wish to provide annual support to specific charities. Should the organization(s) cease

to exist, the Foundation has the responsibility to ensure that a donor’s original intent is met. Agency funds are established by charitable organizations themselves. The agency benefits from the Foundation’s professional investment management administration, allowing its staff and board to focus on providing necessary services to its constituents. new funds in 2008

purpose

Arts for Life Endowment

Established as an agency endowment by Arts for Life

Marshall B Bass Fund for Senior Services

Established to support Senior Services

Marshall B and Celestine P. Bass Endowment for St. Anne's Episcopal Church for the benefit of St. Anne's Child Care Center

Established as a designated fund for the benefit of St. Anne's Child Care Center at St. Anne's Episcopal Church

Dorothy M. Carpenter Fund

Established to support the Dorothy M. Carpenter Medical Archives of the Wake Forest University Baptist Medical Center

Crosby Scholars Endowment Fund

Established as an agency endowment for the Crosby Scholars Community Partnership

J. Kirk Glenn Jr. Endowment for Crisis Control Ministry

Established as an agency endowment in honor of J. Kirk Glenn Jr.

Lewis Lee and Suzanne Ellis Hawley Memorial Fund

Established in memory of the Hawleys and for the benefit of St. Paul's Episcopal Church

William D. and Jane F. Hobbs Rector's Discretionary Fund of St. Paul's Episcopal Church

Established by charitable bequest to support St. Paul's Episcopal Church for the poor and needy

Love's United Methodist Church Capital Needs Fund

Established by the Church to support church improvements or other capital needs

Love's United Methodist Church Memorial Fund

Established by the Church to support the maintenance and capital needs of the Church cemetery

Anne and Bill Magness Meals-on-Wheels Fund

Established by Senior Services, Inc. in honor of Anne and Bill Magness and their loyal service to Meals-on-Wheels

Gilbert W. and Gail S. Spencer Fund

Established at the termination of a charitable remainder trust as a designated fund to support multiple charities

Tower Fund

Established by the Vestry of St. Paul's Episcopal Church

Forrest and Gene Vogler Arts Endowment

Established as an agency endowment for Arts For Life

FUND

year established

FUND

year established

Louise and Sam Adams Designated Fund

2005

Mary Leight Booe Fund

Emily Allen Wildflower Preserve Protection and Management Endowment

2001

Daniel and Jo Ann Boucher Industries for the Blind Endowment

John Wesley Alspaugh and Celeste T. Alspaugh Memorial Trust

1964

Gertrude and Morris Brenner Fund

American Red Cross (Northwest NC Chapter) Endowment Fund

1997

Amos Cottage – Harry O. Parker Wing Fund

2004

Arts Council Endowment Fund

1957

Ashburn Trust – Bowery Mission and Young Men's Home

1970

Ashburn Trust – World Vision

1970

Associated Charities Fund

1928

Sarah Austin Child Development Center Trust

1995

Sarah Austin Family Services Shelter Trust

1991

Mary Ruth B. Barrett Fund

2006

Celestine Pate Bass Memorial Hospice Fund

2007

Marshall B Bass Best Choice Center Endowment Fund

1997

1989 2004 1993

Hal Brownfield Endowment

2007

Nick Bunce Friendship Fund

2002

FUND

year established

Dewitt Cordell Education Endowment Fund

1987

Crimestoppers Endowment Fund

1992

Crisis Control Ministry, Inc., Endowment Fund

1987

Crosby Endowment Fund Selden Cundiff Memorial Trust for the Endowment of Holly Haven Care Home of AIDS Care Service, Inc.

1987 2002

Joseph E. Davies Scholarship Fund

2002

Bess Lee Burke Memorial Fund

2003

Bunny and Bill Davis Highland Scouting Fund

2000

Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund – Designated

2000

Enrichment Center Endowment

2006

Forsyth Jail and Prison Ministries Endowment

2002

Bryon Tyler Burdick Memorial Fund

1989

Calvary Baptist Church Fund

1998

Camp Civitan Fund

1986

Camp Dogwood Endowment Fund Carr Family Fund – Designated Centenary United Methodist Church Sunday School Fund Children's Center Fund Perry B. Clark Memorial Fund of Leadership Winston-Salem

1995 2006 1927 2002 1987

International Friends of Greater Winston-Salem Fund Guy R. and Florence M. Fulp Charitable Trust Germanton United Methodist Church Cemetery Fund Germanton United Methodist Church Fund

1987 2000 1999 2005

Goodwill Industries of NW NC, Inc., Endowment

1997

William and Maggie Gordon Memorial Fund for Haw Pond Church of Christ

1998

Bowman and Gordon Gray Trust

1970 1970

Marshall B Bass Endowed Scholars Program at Winston-Salem State University

2002 2007

Community Care Center for Forsyth County, Inc. Endowment

2007

Marshall B Bass Scholars Endowment Fund at Livingstone College

Bowman Gray Trust – Bowman Gray School of Medicine Gordon Gray Trust – Bowman Gray School of Medicine

1982

2004

Community Marrow Donor Program – Forsyth County Area Endowment

2000

Marshall B Bass Scholars Fund at Voorhees College

James A. Gray Endowment

1946

James A. Gray Foreign Mission Fund

1948

Nathalie L. Bernard Fund

1963

Nottie Riddle Cook Fund

Big Brothers Big Sisters Services, Inc., Endowment

1996

Ray and Jackie Cope Scholarship Fund

1986 2005

Designated and Agency Funds – continued on next page

Designated and Agency Funds – continued from previous page FUND

year established

FUND

year established

Group Homes of Forsyth, Inc. Endowment

1993

Old Hickory Council Endowment Fund

Habitat for Humanity of Forsyth County Endowment Fund–II

1999

Harry O. and Margaret W. Parker Opthalmology Research Fund

2004

Mr. and Mrs. F. Borden Hanes, Jr. Trust

1998

2004

Gordon Hanes Memorial Endowment for Crisis Control Ministry

1995

Margaret W. Parker Fund for Amos Cottage – Discretionary

2004

Jacob F. Hanes Fund for Superannuated Methodist Ministers

1935

Margaret W. Parker Fund for Amos Cottage – Operations Margaret W. Parker – Ronald McDonald House of Winston-Salem Endowment Fund

Jacob F. Hanes Fund for The Children's Home

1935

Joan H. Hanes Fund

1983

Otis B. and Genevieve W. Parrish Endowment Fund II

Charles E. and Pauline L. Hayworth Fund

1994

Lucy Paynter Fund

Ada Hill and Jesse Davis Powers Fund

2005

1997

1998 1992 2005

Fred Taylor Peden Trust of St. Paul's Wilkesboro

2001

Penland School of Crafts Fund

1983

James E., Jr. and Betty Jones Holmes Fund

1999

Francis D. and Fannie Byrd Smith Pepper, Sr. Fund

1997

Lawrence Byerly Holt, MD Memorial Fund

1988

Francis D. and Phyllis Canup Pepper, Jr. Fund

1997

Louise A. Peterson Trust

2002

1989

Pfafftown Jaycees Designated Fund

2005

Hope Trust of Crisis Control Ministry

1995

Piedmont Opera Endowment Fund

Judith and Marbry Hopkins Endowment

1996

Kerr and Naomi Pinnix Designated Fund

Hope Harbor Fund

Louise S. Hunter Fund Viola and Dwight Jackson Memorial Fund

Sprinkle Mission Fund

1987 2006

1968 2007 1982

Lucy L. Stedman Memorial Fund

1996

2000

year established

Special Children's School Endowment

Mary Hill Habitat for Humanity Fund

Raymond B. Hooker, Jr. Fund – Designated

FUND

Frances Horne Smith and Howard H. Smith Memorial Fund

1931

Ruth Stevenson Stewardship Endowment

2004

Ralph and Peggy Stockton Arbor Acres Fund

2006

Summit School Endowment Fund

1959

Robert E. Taylor Memorial Fund

1995

William Mills and Margaret Parks Taylor Fund

2007

Trinity Center Endowment Fund

2000

Bynum E. Tudor Fund for Reynolda House Museum of American Art

2001

Unitarian Universalist Fellowship Endowment

2002

United Way Caring Shares Endowment

1990

H. and E. Vogler Fund

1978

Voluntary Action Center Training Endowment Fund

1986

Spencer and Nell Waggoner Charitable Fund – Designated

2005

2004

Orpha Marie Leonard Pope Fund

1986

John and Pauline Hoots Waller Trust

1999

Richard and Barbara Pope Trust

1998

Ina B. Watson Trust

2000

Art and Dannie Weber Fund for Forsyth Technical Community College

2007

1999

Johnson Family Cemetery Trust Fund

1999

Larriston Hill Powers Memorial Fund

Ella Mae Johnson Fund

1994

Preservation North Carolina – Winston-Salem Regional Office Endowment Fund

1997

United Way Joel A. Weston, Jr. Memorial Endowment

1988

Kenneth O. Raschke Literacy Initiative Trust

1996

Wilkes Library Endowment

2001

Stephen G. Richey Memorial Fund

1986

Wilkes Playmakers Inc. Endowment

2007

Wood Richmond Memorial Fund

1960

A. T. Williams, Jr. Family Fund for St. Paul's Episcopal Church

Jimmy Johnson Memorial Fund

2005

June Porter Johnson Fund for Salem Academy and College

2006

Trey Jones Philmont Scholarship Fund

2007

2005

Junior League of Winston-Salem Endowment Fund

1998

Golding H. Riddle Fund

1953

J. Lee Keiger, Jr. Family Fund

1999

Golding H. Riddle St. Paul's Episcopal Church Fund

2001

Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center Jane R. Kennedy Endowment Fund

2006 1989

Petro Kulynych/Blue Ridge Parkway Foundation Endowment

2003

Peggy Bowen Leight Fund

2001

Maintenance Trust for Lewisville United Methodist Church

1998

Right Turns for Youth Endowment

2003

Ronald McDonald House of Winston-Salem, Inc. Endowment Fund Lorraine Flynt Rudolph Endowment Fund

1985 2004

1993

Mr. and Mrs. A. Tab Williams, Jr. Fund

1998

A. Tab Williams, Jr. Fund for the Salvation Army of Winston-Salem

1996

A. Tab Williams, Jr. St. Paul's Building Fund

2007

LuTelle Sherrill Williams Fund

1986 2001

St. Paul's Episcopal Church Endowment

1946

Willow and Woody Memorial Trust for Riverwood Therapeutic Riding Center

St. Paul's Episcopal Church Mission Fund

1950

Diana Dyer Wilson Organ Maintenance Fund

1993

St. Paul's Wilkesboro Endowment Fund

2001

Winston-Salem Delta Fine Arts, Inc., Endowment Fund

1995

Little Theatre Endowment Fund

1996

St. Philip's Episcopal Church Fund

1953

Winston-Salem National Little League Endowment

2000

Lloyd Presbyterian Church Fund

2001

St. Stephens Episcopal Church Endowment

1997

1999

Lowy Fund – Shepherd's Center

2000

Samaritan Ministries Endowment Fund

2001

Winston-Salem Piedmont Triad Symphony Heritage Fund

Jennifer Lowy–Dock Fund

1997

Sawtooth Center for Visual Art Endowment

1996

Winston-Salem Symphony Chair Endowment Fund

Jerome Madans Assistance Fund

1994

Sawtooth Center for Visual Art Scholarship Fund

1996

1999

Second Harvest Food Bank of Northwest North Carolina Fund

1997

Winston-Salem Twin City Host Lions Club Endowment Fund Wolfe Family Charitable Fund

1996

Senior Services, Inc., Endowment

1994

Wolfe-Steele Young Life Trust

1996

R. Y. and Eileen Sharpe Fund

1983

World Law Fund

1994

1995

Bland and Ada Worley/Blue Ridge Parkway Foundation Trust

1999

YMCA of Greater Winston-Salem Heritage Club Endowment

1995

Special Children's School – Jacqueline Styers Young Fund

2001

G. L. Millsaps Memorial Trust

2000

J. William Moir Charitable Trust

2006

Montague Scholarship Medal Fund

1939

William G. Montgomery, MD, Fund for Senior Services

1995

National Trust for Historic Preservation in the United States

1981

George S. Norfleet Bible Fund

1932

James Reynolds Sheffield, Sr. and Jr. Trust Shepherd's Center of Greater Winston-Salem Endowment Trust Irving and Minnie Sheppard Memorial Fund

2005 1999

North Carolina Academy of Physician Assistants Endowment

1992

Elizabeth C. and Ralph B. Ogburn Fund

1984

Siloam Baptist Church Endowment Fund

1997

Old Hickory Council/Camp Raven Knob Endowment

1989

Paul and Sara Sinal Fund

1997

Richard Edmund Shore Memorial Fund

2003

the winston-salem foundation annual report

1971

f u nds and donors [ 3 8 – 3 9 ]

Endowed funds

Student Aid Funds Since 1923 the foundation’s student aid funds have provided local students with the resources to pursue their academic goals.

Donors may establish named funds with a minimum of $10,000 to support students from a particular high school, church, or county, or for those who attend a specific college or university. new funds in 2008

purpose

I. W. Hughes Scholarship Fund

Established as a student aid fund for children of Reynolds American employees

Johnny Lineberry Memorial Scholarship Fund

Established as a scholarship fund for students graduating from Forbush High School

Love's United Methodist Church Scholarship Fund

Established by the Church to provide scholarships to students who are attending members

Love's United Methodist Church Scholarship for Christian Education

Established by the Church to provide scholarships to students who are attending members and pursuing Christian educationrelated studies

Jeannette Anderson Parker Memorial Scholarship Fund

Established to support graduating high school seniors at R. J. Reynolds High School

Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund

Established with the remainder of a charitable trust by Patsy Moore Seawell

FUND

year established

William H. Andrews/HAWS Scholarship Fund

1993

Zack H. Bacon IV Scholarship

2005

Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College

2005

F. A. and Charlotte Blount Scholarship

2007

Sam L. Booke, Sr. Scholarship Fund

1989

Boyles-Eidson Scholarship Fund

2001

Jeanna Brown Memorial Scholarship Fund

1986

Tien Bui Memorial Scholarship

2007

Wes Burton Memorial Scholarship

2005

Ray S. Church Memorial Scholarship Fund

2006

Elmer and Rosa Lee Collins Scholarship

2006

Lloyd E. and Rachel S. Collins Scholarship Fund

2001

Mary Rowena Cooper Scholarship Fund D. C. Cornelius Memorial Scholarship Fund Serena D. Dalton Scholarship Fund Bunny and Bill Davis Highland Scholarship Fund

1991 2004 1977 2000

Delta Fine Arts – Lois B. and Simona A. Allen Scholarship Fund

1994

Oliver Joel and Ellen Pell Denny Student Loan Fund

1985

FUND

year established

Claude B. Hart Memorial Scholarship

2004 1997

William T. Hatch and Mabel P. Hatch Scholarship Fund

1994

Paul Holcomb Murphy Memorial Fund

1983

1995

Murray Supply Company Scholarship

2006

Walter R. Hoag Scholarship Fund

1990

NC USSSA Scholarship

2007

Fred Colby Hobson Scholarship Fund

1996

Emma Kapp Ogburn Memorial Fund

1946

Orthopaedic Specialists of the Carolinas Nursing Scholarship

2002

Alice Conger Patterson Scholarship

2007

Jack and Barbara Holt Memorial Scholarship Fund

2000

Brevard R. Hoover, Jr. Leadership Award

2007

Elizabeth Loving James Memorial Scholarship

2007

John Russell Jarman Scholarship Fund

1996

Flora Royall Johnson Scholarship Fund

1996

Stella B. Johnson Scholarship Fund

1996 2004

1987

L. Gordon, Jr. and June D. Pfefferkorn Scholarship for Forsyth Technical Community College

2004

Kapp-Weaver Scholarship Fund – Greensboro College

1997

Philo ABC Memorial Scholarship Fund

2001

Kapp-Weaver Scholarship Fund – R. J. Reynolds High School

1997

Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund

2005

Douglas Gray Kimel Scholarship Fund

2007

Law Enforcement Benefit Fund

1993

Law Enforcement Family Scholarship Fund

1994

Leinbach Chain-Breaker Scholarship Fund

1992 1990

2000 2004

L. D. and Elsie Long Student Scholarship Fund

1980

East Forsyth High School Alumni Scholarship

2002

Edwin E. and Grace Kimrey Maddrey Scholarship Fund

2003

Marlene Marie Pope Flinchum Scholarship

2001

Mary Speer Martin Scholarship Trust

Forsyth County Nursing Scholarship Fund

1969

Millennium Charter Academy College Scholarship

Joe E. Gaddy, Jr. and Margaret W. Gaddy Scholarship

1995

Julia Yokeley Miller Memorial Scholarship Fund

2002

William H. and Lena M. Petree Trust L. Gordon, Jr. and June D. Pfefferkorn Scholarship

Wade and Marcelene Duncan Scholarship Fund

James A. Gray High School Alumni Scholarship

2007

Fred and Mozelle L. Hinshaw Scholarship Fund

Joyce and Jim Dickerson Scholarship Fund

2004

year established

Stanley D. Hartgrove Memorial Scholarship Fund

William H. Lester Packaging and Graphics Scholarship Fund

Garden Club Council of W-S and Forsyth County Scholarship

FUND

Chester Arzell and Helen Miller Montgomery Scholarship Fund

1997 2007 1983

N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund

2003

Gray W. Mock Family Scholarship

2005

Dean Prim Scholarship Fund

1989

Robert G. Prongay Memorial Scholarship

2001

Lucy Simmons Puryear Memorial Scholarship Fund

1994

Patty Brendle Redway Fund Reynolda Rotary Memorial/Clarence "Big House" Gaines Scholarship Fund R. J. Reynolds High School Class of 1968 Memorial Scholarship Fund John S. and Jacqueline P. Rider Scholarship

1996 2005 1998 2004

Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund

1996

Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund

1998

Samuel K. Rowland Trust

1928

Ray and Pearl Sams Scholarship Fund

1999

Student Aid Funds – continued on next page

The Winston-Salem Foundation

Scholarship and EDUCATION GRANT the winston-salem foundation Scholarship and

Education Grant, established in 2008, provides scholarships and grants to outstanding Forsyth County students as they pursue post-secondary education. Recipients must demonstrate exceptional leadership, school service and community involvement.

The Foundation is grateful for the following previously established student aid funds which were combined to provide the initial funding

Student Aid Funds – continued from previous page FUND

year established

Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund

1997

Sharpe Student Loan Fund

1981

Bruce Shelton Scholarship Fund

1991

for The Winston-Salem Foundation Scholarship and Education Grant.

Contributions to this fund from the public are welcomed as we seek to make our community stronger through the higher education of our youth.

Thomas E. Shown, MD Scholarship Fund

2006

Paul and Evelyn Snow Scholarship Fund

1998

Ann Lewallen Spencer Scholarship Fund

1995

Guy J. Bridges, Jr. Educational Fund

Stultz Scholarship Fund

1982

Leo Caldwell Memorial Student Loan Fund

Summit School Opportunity Fund

2006

Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship Fund

1966

Jeff Turner – Forsyth Audubon Scholarship Fund

2005

Nell and Spencer Waggoner Scholarship Fund

2005

Art and Dannie Weber Scholarship

2007

Erma Drum Webster Fund

1996

A. T. Williams Oil Company Fund II – H. Frank Steelman Scholarship Fund

2001

A. T. Williams Oil Company Scholarship Fund

1998

A. Tab Williams, Jr. Scholarship Fund

2003

Elizabeth T. Williams Memorial Scholarship

1999

Edwin H. and Louise N. Williamson Endowed Scholarship

2007

Winston-Salem Hospitals Consortium Nursing Student Loan Fund

1981

Erica Wolfe Memorial Scholarship Fund

1998

Yadkin County Association of Educators (YCAE) Scholarship Fund

1985

Blanche Raper Zimmerman Scholarship Fund

1986

Marcus Raper Zimmerman Scholarship Fund

1983

Component Fund

Stanley Michael Elrod Scholarship Fund

Year Established 2006 1923 2004

Emergency Loan Fund

1937

John L. Gilmer Student Loan Fund

1947

John Gold Memorial Fund

1976

Anna Hodgins Hanes Student Loan Fund

1926

Keith Jackson Memorial Fund

1976

Lasater Student Loan Fund

1927

Norfleet Memorial Fund

1976

W. N. Reynolds Student Loan Fund

1931

M. D. Stockton Education Fund

1927

N. D. Sullivan Charitable Trust

1971

George B. Whitaker Memorial Student Loan Fund

1927

the winston-salem foundation annual report

f u nds and donors [ 4 0 – 4 1 ]

non-endowed funds

Advised Funds NON-ENDOWED ADVISED FUNDS allow donors to make grant recommendations from the principal of their fund. Because of the simplicity and

efficiency of these funds, many donors use them for annual charitable giving purposes. new funds in 2008 Mike and Wendy Brenner Charitable Fund

Andrew Dale Advised Fund

Margaret Weatherspoon Parker Fund

Children's Enrichment Fund

Gfeller Family Fund

Donald J. and Deborah R. Reaves Family Fund

Gwenn S. and Michael L. Clements Advised Fund

Matthew Alan Gfeller Memorial Fund

David F. and Martha Wilson Rowe Advised Fund

Kirtan Coan and Al Greene Advised Fund

Marcus Hanes Fund

Mike and Beth Skorich Advised Fund

Grace L. Cullinan Advised Fund

Eric N. Hoyle Advised Fund

Mary Kay Tucker Advised Fund

Julia C. Cullinan Advised Fund

D. Joyce Kohfeldt Fund

Walker M. Cullinan Advised Fund

Lillie's Friends Foundation Fund

Tom and Jean Adams Fund

Brendle Advised Fund

Gary W. and Virginia F. Cole Advised Fund

David and Liz Albertson Fund

Felice and Richard A. Brenner Fund

David Collins Fund

Hannah Albertson Fund

James T. and Betty S. Brewer Fund

Barry and Dottie Cook Fund

Martha Albertson Fund

Bridgeford Charity Fund

Ray and Jackie Cope Fund

Betty and Eben Alexander Advised Fund

Michael Britt Family Fund

Harry Corpening Fund

Elms and Harriet Allen Advised Fund

Dr. Richard A. Brodkin Advised Fund

James and Barbara Corrigan Advised Fund

Gayle Anderson/Carey Hedgpeth Fund

Brookfield Fund

Dr. and Mrs. Robert J. Cowan Advised Fund

Dr. Stephen G. and Cynthia Anderson Advised Fund

Grace and Jimmy Broughton Fund

Nancy and Scott Cramer Advised Fund

Mr. and Mrs. James N. Andrews Fund

Henrietta Dibrell Brown Advised Fund

Craven Family Fund

Anonymous (4)

Kenton and Amy Brown Fund

Jane and Penn Craver Advised Fund

ARC Fund

Kirby C. Brown Fund

Mrs. Elizabeth W. Crockett Advised Fund

Marie and Guy Arcuri Family Fund

Patty and Malcolm Brown Fund

O. K. Crouch Family Fund

Douglas D. Arnold and Lynn E. Calhoun Advised Fund

Rodney C. and Martha R. Brown Fund

Rick and Sara Crowder Charitable Fund

Dan and Margaret Austell Fund

Canary Fund

S. G. Dale Fund

Dr. Khosrow Bahrani Advised Fund

Angela and William Carr Advised Fund

Bill and Betty Gray Davis Advised Fund

Charles S. and Beth D. Baldwin Advised Fund

Anne S. Carr Advised Fund

Mr. and Mrs. John W. Davis Advised Fund

Pam and Bill Ball Advised Fund

Thomas A. and Kay B. Carter Advised Fund

Mr. and Mrs. Thomas H. Davis, Jr. Advised Fund

R. Barrett Family Fund

David and Deborah Cassels Fund

Dr. James Day Advised Fund

Marshall B and Celestine P. Bass Non-Endowed Advised Fund

Mr. and Mrs. Thomas H. Caudle Advised Fund

Deaton Family Advised Fund

Michael and Julie Baughan Fund

Cavanaugh Fund

Louis Nelson Dibrell III Family Fund

Bill and Louise Bazemore Fund

Steve and Tonya Cavanaugh Hope Fund

Patricia Ann Rudolph Dixson Advised Fund

Edward S. and Barbara T. Beason Advised Fund

Hobart and Adelaide W. Cawood Fund

Kay and Dan Donahue Fund

Ranlet S. and Frank M. Bell, Jr. Advised Fund

John and Victoria Ceneviva Fund

Mr. and Mrs. James W. Douglas Advised Fund

Bert Bennett Advised Fund

Chuck and Bobbie Chambers Advised Fund

Thomas S. Douglas, III Advised Fund

Mr. and Mrs. Graham F. Bennett Advised Fund

Dudley C. and Winborne S. Chandler Fund

Ashley H. and Graham P. Dozier Advised Fund

Bentley Fund

Barbara F. Chatham Advised Fund

Dale E. and Luci H. Driscoll Advised Fund

Deborah L. Best Advised Fund

Jerry and Brenda Cheek Charitable Fund

Noel Lee Dunn Advised Fund

Mr. and Mrs. H. Lee Bettis Advised Fund

Christopher Fund

Eagan Brothers LLC Fund

David and Susanne Blanco Advised Fund

Nick and Jennifer Chrysson Advised Fund

Robert and Amy Egleston Advised Fund

Frank L. Blum Fund

Jeff T. and RenĂŠ F. Clark Advised Fund

Eisenberg Family Advised Fund

June and Jack Blunk Fund

D. Elwood and Helen H. Clinard Fund

Jerry and Janet Enos Fund

Tom and Carolyn Breese Advised Fund

John and Kitty Cobb Fund

Gerald and Ann Esch Donor Advised Fund

Paul Breitbach Fund

Sophia Cody Advised Fund

Lisbeth C. Evans and Mr. James T. Lambie Advised Fund Non-Endowed Advised Funds – continued on next page

Non-Endowed Advised Funds – continued from previous page Falken Family Fund

Edna and Jeff Helms Fund

Dr. A. Stanley and Mary Margaret Link Fund

Donna and Michael Fina Advised Fund

Jay and Jane Helvey Advised Fund

George and Susan Little Advised Fund

Gary G. and Diana B. Fleming Fund

Page Daniel Hill Fund

Margaret Rose Long Non-Endowed Fund

Representative Dale and Synthia Folwell Family Fund

Doris and William Hohman Non-Endowed Advised Fund

Marieanne and Jerry Long Advised Fund

T. Vernon and Jennifer K. Foster Fund

Mr. and Mrs. William E. Hollan, Jr. Advised Fund

Matt and Emmie Long Fund

Alice Foster-Ficken Fund

James E. Holmes, Jr. and Betty J. Holmes Fund

Frank and Kay Lord Advised Fund

Cecil and Henrietta Foushee Advised Fund

Homebuilders Association of Winston-Salem Charitable Fund

David and Libby Lubin Fund

Sheila F. and John C. Fox Fund

Bob and Gwynn Hooks Fund

Gail Lybrook Advised Fund

Alice Dibrell Freeman Family Fund

Horton Family Fund

Dr. Mark P. Maier Advised Fund

Mr. and Mrs. Alex H. Galloway Advised Fund

Hamilton C. Horton, Jr. Family Advised Fund

Richard A. and Carrie Wall Malloy Advised Fund

Camille and Jim Galloway, Jr. Advised Fund

Wava Howard Runnymede Beautification Fund

Deborah S. Marshall Non-Endowed Advised Fund

Dr. Kenneth R. Gallup, Jr. Advised Fund

Robert C. and Catherine C. Huber Advised Fund

Mr. and Mrs. James E. Martin Advised Fund

Caroline Gamble Charitable Fund

Tom and Lucia Hughes Family Fund

Janet and O. C. Martin III Fund

Harold and Patricia Garner Donor Advised Fund

Ann and Dudley Humphrey Advised Fund

Dr. Richard Marx Advised Fund

John and Linda Garrou Advised Fund

John W. Hunt Advised Fund

Doug and Mary Anne Maynard Fund

Jim and Mary Alice Gibbs Advised Fund

Hunter Family Fund

Drane and Bill McCall Advised Fund

John Munro and Flavel McMichael Godfrey Advised Fund

Mr. and Mrs. David A. Irvin Advised Fund

Thomas P. and Anne B. McDowell Fund

Ted and Julia Ann Goins Advised Fund

Jim and Dianne Iseman Charitable Fund

Sarah Murphy McFarland Advised Fund

Tony and Vi Golding Fund

Susan M. Ivey Advised Fund

Cathleen and Ray McKinney Fund

Goodrum Family Advised Fund

Francis and Adele James Advised Fund

John and Grace McKinnon Advised Fund

Alice Jane Goodson Fund

Jarrahi Family Advised Fund

J. P. McMichael, Jr. Advised Fund

Alice and W. A. Goodson, Jr. Advised Fund

JG Advised Fund

J. Frank and Laura Turnage McNair Advised Fund

Judy S. and William A. Goodson, III Advised Fund

Edith A. and Kenneth A. Johnson Advised Fund

Mrs. C. C. McNeely Advised Fund

Thomas O. and Leesa L. Goodson Advised Fund

Elizabeth G. and Stephen A. Johnson Charitable Fund

Thomas C. McNeil and Sandra B. McNeil Advised Fund

William A. and Georgia H. Goodson Fund/Goodson Advised

Ann and Halbert Jones Charitable Fund

Judson J. and Alice C. Milam Fund

William A. and Georgia H. Goodson Fund/Saunders Advised

JSCG Donor Advised Fund

Charles W. Miller Fund

Kathryn Hanes Graves Advised Fund

Pam and Fred Kahl Advised Fund

Susan Dibrell Miller Family Fund

C. Boyden Gray Advised Fund

David and Rachel Katzer Charitable Gift Fund

Richard and Laura Montgomery Advised Fund

Hunter Gray Advised Fund

Mr. and Mrs. William B. Kay, Jr. Advised Fund

Elsie L. Morris Advised Fund

Alfa and Gerry Gunzenhauser Non-Endowed Advised Fund

Sherry A. Kellett Fund

J. Frank and Lynda K. Morris Advised Fund

Hall Family Fund

Stanhope A. and Elizabeth Kelly Advised Fund

Mr. and Mrs. Edward T. Mulvey, Jr. Advised Fund

Martha S. Hancock and James A. Hancock, Jr. Advised Fund

Charlie L. Kennedy, MD Donor Advised Fund

R. Frank and Mary Jo Murphy Advised Fund

Hands and Feet Fund

Robert M. and Mary R. Kerr Advised Fund

Murray Supply Company Advised Fund

Ann S. and F. Borden Hanes, Jr. Advised Fund

Nancy T. and Richard J. Keshian Fund

Walter V. and Martha W. Murray Advised Fund

Helen C. Hanes Fund

Cornelius Vanstory King Advised Fund

Robert F. and Bonnie L. Naas Advised Fund

Jim Hanes Fund

Robert W. and Candy E. Kiser Charitable Fund

Mr. and Mrs. Lucian H. Neal Advised Fund

Robin M. Hanes Fund

Edith and Bill Knott Fund

J. and J. Neely Advised Fund

Kathy and Jim Hardison Advised Fund

Mr. and Mrs. Horace Robinson Kornegay, Jr. Advised Fund

David and Scottie Neill Advised Fund

Robert B. and Lisa B. Harrell Non-Endowed Advised Fund

Pete Kulynych Advised Fund

Dr. and Mrs. Lewis H. Nelson, III Advised Fund

John and Anne Harrison Advised Fund

Gilmour and Nancy Lake Advised Fund

William Robert and Elizabeth H. Newell Advised Fund

Hash Advised Fund

Lambeth Family Fund

Fred and Lillian Nordenholz Fund

Linda Adair Hatcher Memorial Fund for Eating Disorders

Susan and George Lautemann Advised Fund

Robert S. and Marianne D. Northington Advised Fund

Charles H. and Susan Hauser Advised Fund

Annette M. Leight Advised Fund

Anita and Tom Ogburn, Jr. Fund

Don and Bé Haver Advised Fund

Margaret G. Leight Advised Fund

Laney and Merritt Orr Fund

Dick and Karen Hedrick Advised Fund

Mary A. Leight Advised Fund

Judith R. and Samuel H. Owen Fund

Dr. Eugene Heise Advised Fund

Kathy and Mike Lewis Fund

Ben C. and Mildred W. Paden Advised Fund Non-Endowed Advised Funds – continued on next page the winston-salem foundation annual report

f u nds and donors [ 4 2 – 4 3 ]

non-endowed funds Non-Endowed Advised Funds – continued from previous page Mr. and Mrs. Craven Page Advised Fund

Sanford Harrison Rudolph Advised Fund

Triad Academy Scholarship Fund

Mary Beth and Bob Parker Fund

Mr. and Mrs. V. Carver Rudolph Fund

Triantos Fund

Brookes H. Parrish Fund

James M. and Lorre C. Ruffin Fund

Donald K. and Beverly L. Truslow Advised Fund

Joe and Britt Parrish Fund

Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund

Eleanor James Vance Advised Fund

The Pathways Fund

Jill Runnion Fund

Stuart F. and Frances McD. Vaughn Advised Fund

John and Dominique Patrick Fund

Dr. Wilson and Marcia Russell Fund

Peter and Carol Vrooman Advised Fund

Lucie and Chuck Patton Fund

Mr. and Mrs. W. P. Sandridge, Jr. Advised Fund

Bruce D. Walley, M.D. Fund

Carol and Raymond Pearson Charitable Fund

William Madison and Phoebe Barnhardt Satterwhite Fund

Hans W. and Elizabeth K. Wanders Advised Fund

Brenda B. Penney Advised Fund

M. Garnett and Georgia G. Saunders Fund

Jack and Jean Ward Advised Fund

Peter Perret Fund for Young Musicians

Robert D. and Pamela B. Saunders Fund

William G. Ward MD Family Advised Fund

Clifford and Elizabeth Perry Advised Fund

Thomas D. and Katherine E. M. Schroeder Fund

Leslie R. and Robert E. Warhover Advised Fund

Ford and Jeanene Perry Advised Fund

The Servanthood Fund

Bill and Judy Watson Fund

Pauline Davis Perry Advised Fund

SGK Fund

Cornelia K. Weigl and Lachlan MacLachlan Advised Fund

William H. Petree, Jr. and Katherine Weathers Petree Advised Fund

Beverly Britton Rudolph Shaw Advised Fund

Henry and Martha Wellman Advised Fund

Bill and Shirley Shaw Fund

Pfefferkorn Company Advised Fund

A. Lincoln and Nancy D. Sherk Fund

John M. and Nancy Kyle Wells and Frances and C. C. Graham Fund

L. Gordon and June D. Pfefferkorn, Jr. Fund

Adrian and Bob Shore Advised Fund

Mr. and Mrs. Stephen F. Phelps Advised Fund

Dr. Thomas E. Shown Advised Fund

Pine Hall Brick Co. Fund

Joe B. and Virginia L. Simpson Advised Fund

David and Ingrid Pisetsky Advised Fund

Martha and Tom Simpson Advised Fund

William Pitser Advised Fund

Catharine N. and Kenneth N. Sisk Fund

Margaret Scales and Graydon Pleasants Advised Fund

Debra Runnion Sizemore Fund

Nancy and Ed Pleasants Advised Fund

Kenny and Amy Smith Fund

Ruth M. and Clifton E. Pleasants Fund

Brant and Kay Snavely Fund

Dr. Harold C. Pollard, III Fund

Snyder Family Fund

Dr. and Mrs. Eddie Pollock Advised Fund

John and Nancy Southard Advised Fund

Robert S. and Wanda E. Pool Fund

Spaugh Family Fund

T. J. and Nancy Pulliam Advised Fund

Mary Jo W. and R. Arthur Spaugh Fund

Mrs. Elizabeth L. Quick Advised Fund

Ann Lewallen Spencer Fund

George and Susan Ragland Fund

Nancy Spencer Advised Fund

Rainey Charitable Fund

Michael W. Sperry Advised Fund

Ramona Fund

Bobby and Jan Sprinkle Family Trust

David B. Rea Non-Endowed Advised Fund

W. Fletcher and Anna B. Steele Family Fund

Reaves Family Charitable Trust

Stratford Rotary Benevolence Fund

Burton and Frances Reifler Fund

Kathryn Kendrick Streng Advised Fund

Dick and Sandy Respess Fund

Richard and Nancy Sullivan Fund

Reynolda Rotary Benevolence Fund

John J. and Betty Pratt Sutton Advised Fund

Dr. Vade Rhoades Fund

Nancy King Tanner Advised Fund

Lori and Pat Riazzi Fund

Targacept TargaCare Fund

Richard T. Rice Advised Fund

John A. Taylor Advised Fund

Rickelton Fund

Marguerite B. Taylor Advised Fund

Jacqueline P. Rider Advised Fund

Ron and Merle Tedder Charitable Fund

John and Lynn Roach Advised Fund

Louise Dibrell Theberge Family Fund

Pauline and Norwood Robinson Fund

John B. R. Thomas Donor Advised Fund

Michael and Deborah Rubin Advised Fund

F. Nelson Tomlinson Advised Fund

Curtis Flynt Rudolph Advised Fund

Dr. and Mrs. James F. Toole Advised Fund

[44–45] funds and donors

the winston-salem foundation annual report

Mr. and Mrs. P. Everett Wells III Advised Fund Togo D. West, Jr. Advised Fund Harden and Janet Wheeler Fund Ms. Elizabeth N. Whitaker, II Advised Fund Louisa Whitaker Advised Fund William A. Whitaker Advised Fund Nancy and Monty White Advised Fund Scott and Lauren Wierman Advised Fund Paul and Jan Wiles Charitable Gift Fund Arthur T. and Catherine R. Williams, III Advised Fund Dr. and Mrs. S. Clay Williams, Jr. Advised Fund John G. and Patricia G. Williard Advised Fund Mr. and Mrs. Ben S. Willis, Jr. Advised Fund Mr. and Mrs. H. Norton Willis Fund Robert M. Willis Fund Mr. and Mrs. J. D. Wilson, Jr. Advised Fund Mrs. Nancy H. Wilson Advised Fund W. T. Wilson Advised Fund M. Powell and Gertrude S. Winstead Advised Fund Winters Advised Fund Winston-Salem Rotary Benevolent Fund Winston-Salem Twin City Host Lions Club Advised Fund Calder and Martha Womble Advised Fund Erna and Bill Womble Advised Fund Ralph H. Womble Advised Fund William F. and Jane G. Womble Advised Fund James and Johanna Yopp Fund Lynn and Jeff Young Fund Stephen and Bonnie Zades Advised Fund Mr. and Mrs. Nick G. Zegrea Advised Fund

Temporary and Special Funds TEMPORARY AND SPECIAL FUNDS give the Foundation the ability to hold a limited number of funds for organizations and individuals for charitable

projects.

Athletes For Others

Ned C. "Jeep" Ingram, Jr. Fund for Ciener Botanical Garden

Antony Swider Art Education Scholarship

Tollie Barber Memorial Fund

Tripp Joye Memorial Scholarship Fund

Touched By Technology Fund

Clifton E. and Ruth Brewer Beck Memorial Fund

R. J. Reynolds/Andrew Lane Memorial Fund

Twin City Youth Baseball Association Fund

Black Philanthropy Fund

Rachael Tolson Law Memorial Scholarship Fund

Vigils for Healing Fund

Jackie Brooks Memorial Fund

Douglas N. Marlette Memorial Scholarship Fund

Maytrice Walton Scholarship Trust Fund

Buena Vista Median Restoration Project

R. B. Matthews Student Assistant Fund

Michael and Buffy Waltrip Charitable Fund

Children of Vietnam Fund

Medical Mission Initiative

Elaine White Memorial Fund

Andrew Blake Clark Memorial Scholarship

Mark James Mendenhall Scholarship Fund

A. Tab Williams, Jr. Fund for Forsyth Country Day School

Craven Habitat Fund for Deaf Adults

Mineral Springs Fund

ECHO Council Fund

Museum Fund

A. Tab Williams, Jr. Fund for Rose Hill Free Will Baptist Church

Flow Automotive Companies Scholarship Fund

NCAPA Project Fund

A. Tab Williams, Jr. Fund for Senior Services

Fondue Fund

Page To Stage

Winston-Salem Community Development Collaborative

Forsyth Common Vision Council Fund

Parrish Scholarship Fund

Winston-Salem Community Development Fund

Forsyth Fund for Teaching Excellence

Jackson Potter Paul Arts Fund

Denise Franklin Journalism Scholarship

Roaring Gap Fund

Winston-Salem National Little League Capital Campaign Fund

Gfeller Amphitheatre Fund

Roaring Gap Scholarship Fund

Winston-Salem/Forsyth County Sports Medicine Fund

Josh Gray Memorial Scholarship Fund

Salem College Student Philanthropists Fund

With Help From Friends

C. Haberkern Charitable Fund

Harry Scofield Fund

Women's Fund of Winston-Salem

Peter Hinkle Memorial Fund

Alexander David Settle Memorial School Fund

WXII Toy Drive Fund

Hospital Hospitality House of Winston-Salem

Zachary Smith Memorial Scholarship Fund

Youth Activities Fund

IDR Fund

Stokes County Trust Fund

ZAP Fund

funds and donors

Charitable Trusts THE FOUNDATION SERVES AS TRUSTEE of charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) for donors. CLTs allow donors

to direct income from the trust to the Foundation and/or other charities for a designated period of years. At the end of that period, the principal can be redirected according to the terms of the original trust documents. CRTs provide life income to designated individuals with the remainder interest of the trust ultimately going to charity. new trusts in 2008 James A. Roddick, Jr. 2008 Charitable Remainder Annuity Trust Abner Alexander Irrevocable Living Annuity Trust

Douglas Lewis Family Charitable Remainder Unitrust Curtis and Sara Long Charitable Remainder Unitrust Sara S. and Curtis E. Long 2005 Charitable Remainder Unitrust

Elms and Harriet Allen Unitrust

William and Drane Vaughn McCall Irrevocable Living Unitrust

Stephen G. Anderson Irrevocable Living Unitrust

Nancy Davis McGlothlin Charitable Remainder Unitrust

Anonymous (3)

John B. and Grace D. McKinnon Irrevocable Living Unitrust

James L. Barnhardt Charitable Remainder Unitrust

Bonnie B. and James C. Messick Charitable Remainder Annuity Trust

Edward S. and Barbara T. Beason Unitrust

Margaret W. Parker Charitable Lead Unitrust

Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust

Margaret Weatherspoon Parker Charitable Lead Unitrust

Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust

C. Edward Pleasants Charitable Remainder Unitrust

George and Edna Blanton Charitable Annuity Trust

Nancy T. Pleasants Charitable Remainder Unitrust

Frederick A. Blount and Charlotte F. Blount Irrevocable Living Annuity Trust

Ruth M. Pleasants Irrevocable Living Unitrust

Patricia Ann L. and Grady E. Boyles, Jr. 2007 Charitable Remainder Unitrust

F. Conard and Jean Snyder Charitable Lead Annuity Trust

Ann Blanton Breese 2007 Charitable Remainder Unitrust

Nancy H. Southard Irrevocable Living Unitrust

Joel P. Clingman Charitable Remainder Unitrust 1995

Gail S. Spencer Irrevocable Remainder Annuity Trust

Joel P. Clingman Charitable Remainder Unitrust dtd 10/16/2000

Nancy S. Spencer Charitable Remainder Unitrust

Harry O. Corpening Charitable Remainder Unitrust

Edward E. and Jean Jennings Stivers Charitable Annuity Trust

Athalene Couch 2007 Charitable Remainder Annuity Trust

John J. Sutton, Jr. and Betty P. Sutton Charitable Remainder Unitrust

Athalene Couch 2007 Charitable Remainder Unitrust

David H. Tate Irrevocable Living Unitrust

Joyce H. and James P. Dickerson Charitable Remainder Trust

Jesse C. Temple 2007 Charitable Remainder Annuity Trust

Frank E. and Mary B. Driscoll Charitable Remainder Trust

L. Frances S. Temple Charitable Remainder Unitrust

Elizabeth T. Edmondson Irrevocable Living Annuity Trust

L. Frances S. Temple and Jesse C. Temple Charitable Remainder Unitrust

Lynn and Barry Eisenberg Family Heritage Trust Fund

M. Louise Thomas Charitable Remainder Unitrust

Rita D. Fitzgerald Charitable Remainder Annuity Trust

Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust

Donald F. Folger and Lucy E. Folger Charitable Remainder Trust

Hans W. Wanders Irrevocable Living Unitrust

Thad W. Garner, Mildred B. Garner and Kathryn W. Garner Irrevocable Living Unitrust

Arthur G. and Susanne S. Weber Charitable Remainder Unitrust

J. Beeson Grubbs Irrevocable Living Annuity Trust

A. Tab Williams, Jr. Charitable Annuity Lead Trust

Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust

Willingham Irrevocable Living Annuity Trust

Lawrence R. Hine Irrevocable Trust

Mathilda G. Wolfe Testamentary Charitable Remainder Unitrust

Edmund B. Hopkins Irrevocable Living Unitrust

Jane Gilbert Womble Irrevocable Living Unitrust

Lucy Kaplan Irrevocable Living Unitrust

W. F. Womble Irrevocable Living Unitrust

William A. and Edith T. Knott Irrevocable Living Unitrust

H. C. Woodall, Jr. Family Charitable Remainder Unitrust

William G. Koronis and Ava O. Koronis Irrevocable Living Unitrust

Roma Lee Woosley 2005 Charitable Remainder Annuity Trust

Mary Annette Leight 2002 Charitable Unitrust

Book of Memory THE BOOK OF MEMORY was established by The Winston-Salem Foundation in 1946 as a means of preserving the names of people in whose memory gifts

to the Foundation are made. The specially commissioned, leather-bound book is displayed in the Foundation’s reception area and contains over 8,500 names.

The Foundation always provides an acknowledgment to the appropriate person(s) to let them know that a memorial gift has been made and that the name of the deceased has been inscribed in the Book of Memory.

the following names were entered into the book of memory in 2008: Sheri Davis Bailey

Matthew Alan Gfeller

Leslie D. Johnston

Marianne Anderson Pappas

William Penn Shore, Jr.

Tollie Chester Barber III

Jason Dow Glance

Paul A. Jones, Jr.

Carolyn Roth Parker

Thomas Haynes Shores

Floretta Lancaster Baylin

Nathalie Hatton Godfrey

Milbourne “Tripp” Legrand Joye III

Michael Ray Peddle

Tracy Sikes

Clifton Edward Beck

Lola Griffin Greene

Beey Kimiko Kawakami

Alvin Pensyl

Neal Gray Sloan

Jim Black

John Roy Grier

John H. Kelley

Constance Anita Carr Perrin

Dr. Nat Erskin Smith

Lillie Boyte

Lisa Katherina Knueppel Hatfield

Gloria Batchelor King

Lena Morris Petree

Brant Rittenhouse Snavely, Jr.

Nancy Neese Bragg

Thomasine Herring Hayes

Ronald J. Knouse

Jean Stockton Piner

John Thom Spach

Bonnie Brewer

Dr. Thomas K. Hearn, Jr.

James A. Lambie

Clyde Sherwood “Pinky” Pinkston

Jeanette Edwards Strickland

Dennis E. Brewer

Louise Fouts Henderson

Rachael Tolson Law

Kenneth Plummer

Kenneth Lucian Thomas

William Frank Burch

Julia Poindexter Hightower

Douglas Edward Leckie

Rebecca Jean Pond

William Cecil Trotman

Dr. Radford Norman Butler

William K. Hill

Charles Reuben Leinbach

Richard Baxter Port

Benjamin W. Trotter

Robert Marsden Carlisle, Jr.

Mildred Newsom Hinkle

Anne Magness

Willie Paul Pryor

Herbert A. Vogler, Jr.

David Ernest Carroll

Sanford Oscar “Pete” Hinkle, Jr.

Charles E. Matthews

Charles G. Reavis, Jr.

Margaret Patterson Wade

Thomas Edward Cartee, Sr.

Mary Louise Pratt Holland

Julia Crews McGee

Richard W. Redding, Jr.

Benjamin W. Warren

C. Smith Chance

Henry T. Holsapple

Robert E. T. McNeely

Lawrence Gibson Reid

Virgil Stowe Weathers

Jerome Francis Connor

Gene Carlton Hooper

George Allen Mebane IV

Mary Louise Moore Rice

Elaine White

William Henry “Bill” Cooper

Dr. Charles M. Howell

Dr. Rachel Farrer Meschan

Erma Dance Riddle

William G. White, Jr.

Dr. Alfred Robert Cordell

Dr. Julius A. Howell

Elsie L. Morris

Adele “Della” Watkins Roberts

Richard Williard

Olin Crosby Cranfill

Lewis Edwin Hubbard

Troy Motsinger

Lorraine Flynt Rudolph

Thomas Woodrow Wilson, Sr.

James M. Davenport

Francis Lee Hudnor

Sandra Trujillo de Moyano

John “Jack” Alexander Rutter

Jerome Witten

J. Max Dwiggins

William Artemus Hunnicutt, Jr.

Judith L. Nolan

Samuel Lentz Sanders, Sr.

Calder Willingham Womble

John T. Eagan

Margaret B. Hyatt

Gladys Martin Northern

Raymond Lester Sarbaugh, Jr.

Dewey Yarborough

Martha F. Edmondson

Ned C. “Jeep” Ingram, Jr.

Jim Odum

Jerry Saylor

Bessie Gay Fulk

John Iuele

Katherine Kerr Ogburn

Jane Micol Schatzman

Mary Ellen Garber

Johnnie Mae Jackson

Jean K. Palmer

Patsy Moore Seawell

the winston-salem foundation annual report

f u nds and donors [ 4 6 – 4 7 ]

funds and donors

The Legacy Society THE FOUNDATION’S LEGACY SOCIETY honors those generous individuals or couples who have established permanent endowments of $10,000 or

more through the Foundation or those who have made provisions of $10,000 or more for the Foundation through deferred or planned gifts, such as charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation.

The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2008. If you have fulfilled the Legacy

Society criteria and you are not listed, please let us know. On behalf of future generations, we gratefully thank these donors for their plans to contribute to an enduring legacy for our community.

Legacy Society Members Anonymous (16)

Dr. and Mrs. F. A. Blount

Mrs. William H. Carr

Mr. and Mrs. William A. Davis II

Dr. and Mrs. Joe E. Gaddy, Jr.

Ms. Katherine Acton and Mr. Gerald Smith

Mr. and Mrs. J. Hal Bolin

Mr. and Mrs. Henry M. Carter, Jr.

Ms. Rebecca M. Deaton

Mr. John K. Gallaher

Mr. and Mrs. Henry M. Booke

Ms. Dorothy A. Caudill

Mr. and Mrs. Albert J. DeForest III

Dr. and Mrs. Kenneth R. Gallup, Jr.

Mr. Sam L. Booke, Jr.

Mr. and Mrs. C. Ray Caudle

Dr. and Mrs. John W. Denham

Ms. Kathryn W. Garner

Claude and Judy Booker

Mr. M. Campbell Cawood

Ms. Jan M. Detter

Brittney and Jamie Gaspari

Mr. and Mrs. Julian R. Bossong

Ms. E. Jeanine Chadwell

Dr. and Ms. James P. Dickerson

John and Jane Gehring

Mr. and Mrs. Glenn C. Boswell, Jr.

Mr. and Mrs. Charles W. Chambers

Mr. and Mrs. James H. Diggs

Mr. and Mrs. Thomas O. Goodson

Dr. and Mrs. Edwyn T. Bowen, Jr.

Mr. and Mrs. Chris Chapman

Mr. and Mrs. Joe Dillon

Mr. and Mrs. William A. Goodson, Jr.

Mr. and Mrs. Grady E. Boyles, Jr.

Mrs. Norma Charles-Sink

Mrs. Elaine D. Dowdell

Mr. and Mrs. Bryce Gordon

Dr. and Mrs. Sherrill Braswell

Mrs. Barbara F. Chatham

Mr. and Mrs. Bruce Downing

James and Natasha Gore

Ms. Ann Blanton Breese

Mr. and Mrs. Gerald L. Chrisco

Mr. and Mrs. Graham P. Dozier III

Dr. and Mrs. Louis N. Gottlieb

Mr. and Mrs. J. Paul Breitbach

Mr. and Mrs. Robert C. Clark

Ms. Grace Draman

Richard and Liana Gottlieb

Mr. and Mrs. Abe Brenner

Mr. and Mrs. George M. Cleland

Mr. and Mrs. Dale E. Driscoll

Mr. Vergil H. Gough

Mrs. Teresa R. Ashburn

Ann L. Brenner

Mr. and Mrs. Michael Clements

Mr. Frank E. Driscoll

Mr. and Mrs. Bernard Gray

Drs. Anthony and Katherine Atala

Mr. and Mrs. Michael Brenner

Mr. and Mrs. D. Elwood Clinard, Jr.

Dr. and Mrs. Joseph B. Dudley

Mr. Howard Gray

Mr. and Mrs. Bruce M. Babcock

Mr. and Mrs. Paul Briggs

Mr. Joel P. Clingman

Ms. Nancy Dunn

Mrs. James A. Gray, Jr.

Mr. and Mrs. L. M. Baker, Jr.

Mrs. Lenora J. Brown

Mr. and Mrs. John Wayne Clodfelter

Mr. Noel Lee Dunn

Mr. and Mrs. J. T. Greene, Jr.

Mr. and Mrs. William P. Baldridge

Mr. and Mrs. Royall R. Brown, Jr.

Mr. and Mrs. Gary W. Cole

Ms. Mignon Durham

Mr. J. Beeson Grubbs

David L. and Robin C. Barnes

Mr. John D. Budd

Mr. Elmer Collins

Mrs. Mary M. Eagan

Dr. and Mrs. Paul P. Gwyn

Mr. and Mrs. Richard D. Barnes

Mr. and Mrs. Joseph R. Budd

Mr. George L. Cooper

Mr. and Mrs. Fred G. Eidson

Mrs. William N. Hailey

Mr. and Mrs. Zeb E. Barnhardt, Jr.

Mr. and Mrs. Richard P. Budd

Mr. Harry Corpening

Mr. and Mrs. Barry Eisenberg

Mr. and Mrs. James A. Hancock, Jr.

Dr. and Mrs. Rolland Barrett

Mr. and Mrs. Charles Norman Bunce

Mr. and Mrs. David L. Cotterill

Mrs. Robert A. Emken

Mr. and Mrs. F. Borden Hanes, Jr.

Mr. Marshall B Bass

Dr. Patricia P. Bundy

Ms. Athalene Couch

Mr. and Mrs. Alexander C. Ewing

Mr. and Mrs. Frank Borden Hanes, Sr.

Dr. and Mrs. Edward S. Beason

Dr. David H. Burr

Mrs. Donna H. Craige

Dr. John Charles and Ann T. Faris

Mr. and Mrs. R. Philip Hanes, Jr.

Mrs. Clifton E. Beck

Mr. and Mrs. John W. Burress III

Scott and Nancy Cramer

Mrs. Rita D. Fitzgerald

Ms. Susan F. Harris

Mr. Bill Beckerdite

Mr. and Mrs. David B. Butler

Mr. and Mrs. Robert L. Dalton, Jr.

Ms. Marlene P. Flinchum

Mr. and Mrs. John Harrison

Mr. and Mrs. Frank M. Bell, Jr.

Dr. and Mrs. W. Douglas Cardwell

Mr. and Mrs. Victor I. Flow, Jr.

Mr. and Mrs. Paul D. Harrison

Mrs. Marie Bellin

Dr. and Mrs. Kenneth Carlson

Mr. Jason Davies and Mrs. Julia Frost-Davies

Mr. and Mrs. Donald F. Folger

Mrs. Claude B. Hart

Mr. and Mrs. R. Gordon Bingham

Mrs. Anne Maddrey Carpenter

Mr. G. Franklin Davis

Dr. and Mrs. Robert V. Ford, Jr.

Mr. and Mrs. Dennis G. Hatchell

David and Susanne Blanco

Mr. Coy C. Carpenter, Jr.

John and Terrie Davis

Mr. Paul Fulton, Jr.

Mr. and Mrs. Sam Hauser

Mrs. George Blanton

Ms. Eugenie W. Carr

Mr. and Mrs. Richard N. Davis

Mrs. James A. Fyock

Mr. and Mrs. Fred W. Hege

Mr. and Mrs. Ray Mitchell Agnew, Jr. Mrs. Sylvia F. Alderson Judge and Mrs. Abner Alexander Dr. and Mrs. Elms L. Allen Dr. and Mrs. Harvey H. Allen, Jr. Mr. and Mrs. Magnus Andersen Ms. Gayle N. Anderson Dr. and Mrs. Stephen G. Anderson Mr. and Mrs. John Appel Mr. W. A. Armfield, Jr.

Legacy Society Members – continued on next page

Legacy Society Members – continued from previous page Mr. Charles R. Hemrick

Dr. and Mrs. L. Andrew Koman

Dr. and Mrs. John H. Monroe

Mr. and Mrs. Clay V. Ring, Jr.

Ms. Elizabeth Lee Trotman

Mr. L. Stephen Hendrix

Dr. and Mrs. Thomas J. Koontz

Mr. and Mrs. C. Arzell Montgomery

Mrs. Louvenia Cox Tucker

Nick Hennessee

Bill and Ava Koronis

Mr. and Mrs. Steven C. Morgan

James A. Roddick, Jr. and Dorothy Roddick

Mr. and Mrs. Leonard Herring

Mr. Petro Kulynych

Mr. and Mrs. Daniel N. Moury

Mr. and Mrs. Michael C. Hetrick

Mr. and Mrs. Marty Myers

Mr. Hardin P. Higgins

Mr. James Lambie and Ms. Lisbeth Evans

Mrs. Harrell B. Hill

Mr. and Mrs. B. Thomas Lawson, Jr.

Mr. Lawrence R. Hine

Mrs. Annette M. Leight

Mrs. Alice Hinman

Ms. Mary Annette Leight

Doris Hohman

Mr. and Mrs. A. Thad Lewallen III

Mrs. Barbara Wall Holcomb

Mr. and Mrs. Douglas R. Lewis

Mr. and Mrs. William E. Hollan, Jr.

Nancy C. Lide

Mrs. William E. Hollan, Sr.

Mr. and Mrs. Stanley Lineberry

Mr. and Mrs. James E. Holmes, Jr.

Mrs. Regina D. Lofland

Mr. and Mrs. Robert A. Hoover

Mr. Joseph P. Logan

Mrs. Edmund B. Hopkins

Mr. and Mrs. Curtis E. Long

Drs. Judith and Marbry Hopkins

Mr. and Mrs. Frank K. Lord III

Mr. and Mrs. Leonard Howard

Mrs. Elizabeth Lovett

Mr. and Mrs. Billy Hunt

Mrs. Carolin Lowy

Mrs. Jacqueline S. Hunt

Annette P. Lynch

Mr. John W. Hunt

Ms. Patti Ann Lynch

Mr. and Mrs. David A. Irvin

Mr. and Mrs. E. Erwin Maddrey II

Dr. and Mrs. Nathaniel Irvin II

Mr. and Mrs. Eugene Rossitch Dr. and Mrs. Michael H. Rubin Mr. and Mrs. Tom Rucker

Mrs. Mildred Naugle Mr. and Mrs. David B. Neal Mr. David L. Neal Mr. and Mrs. Lucian H. Neal The Honorable Stephen L. Neal Mr. and Mrs. T. David Neill Mr. and Mrs. Fred W. Nordenholz Dr. and Mrs. David Reese O’Brien, Jr. Mrs. Algine Neely Ogburn Mr. and Mrs. Sam C. Ogburn, Sr.

Mr. and Mrs. C. Guy Rudisill III Mrs. Benjamin S. Ruffin Mr. Dalton D. Ruffin Mrs. H. J. Runnion, Jr. Dr. and Mrs. William M. Satterwhite, Jr. Dr. and Mrs. Daniel G. Sayers Mr. and Mrs. Andrew J. Schindler Dr. and Mrs. Robert P. Schwartz Mrs. Lyttleton B. Scott, Jr.

Mr. and Mrs. Bynum E. Tudor, Jr. Mr. and Mrs. John L. Turner Randall and Claire Tuttle Mr. and Mrs. Harry B. Underwood II Ms. Margaret M. Urquhart Mrs. Deborah H. Vaughan Bob and Carolyn Vaughn Tricia Vaughn Dr. and Mrs. Ramon Velez Mrs. F. Eugene Vogler, Jr. Ms. Sheila H. Vogler Mr. and Mrs. Michael B. Wall Mr. and Mrs. Hans W. Wanders

Mr. and Mrs. L. Glenn Orr, Jr.

Mr. and Mrs. Anthony Wayne Seamon

Mr. and Mrs. Craven B. Page

Mr. Rick Seamon

Mr. and Mrs. Joseph Washington

Mr. John V. Pappas

Ms. Rebecca Ann Sebastian

Mr. and Mrs. Philip R. S. Waugh, Jr.

Mr. and Mrs. Dwight E. Pardue

Mrs. Robert D. Shore, Jr.

Mr. and Mrs. Arthur G. Weber

Mrs. Harry O. Parker

Mrs. Rosemary V. Shortt

Dr. and Mrs. Eugene H. Paschold

Dr. Thomas E. Shown

Dr. Glenda Weber and Mr. Wayne Weber

Mr. and Mrs. John Mann

Dr. John Patrick and Dr. Dominique Patrick

Mr. and Mrs. Paul Sinal

Ms. Susan M. Ivey

Mr. and Mrs. James E. Martin

Ms. Julie J. Pearce

Mr. Willis Slane and Dr. Caroline Chiles

Dr. and Mrs. Francis M. James III

Dr. and Mrs. John A. Maselli

Ms. Brenda B. Penney

Mr. and Mrs. Archie Smith

Mr. and Mrs. A. Tab Williams, Jr.

Mr. and Mrs. Harry Jarman

Mr. and Mrs. Anthony M. Masich

Dr. and Mrs. Francis D. Pepper, Jr.

Mr. and Mrs. Richard G. Smith, Jr.

Mr. and Mrs. Arthur T. Williams III

Dr. and Mrs. Richard Janeway

Mr. David P. Masich

Mr. and Mrs. Clifford W. Perry, Jr.

Mr. F. Conard Snyder

Ms. Cynthia A. Williams

Mr. and Mrs. W. T. Jenkins, Sr.

Dr. and Mrs. K. Frank McCain

Mrs. Clifford W. Perry

Dr. and Mrs. John K. Southard, Jr.

Mr. and Mrs. Stephen T. Williams

Mrs. Florinda C. Johnson

Dr. and Mrs. William McCall, Jr.

Mr. and Mrs. Tony Petree

Mr. and Mrs. R. Arthur Spaugh

Mr. and Mrs. Frank Willingham

Mrs. P. T. Johnson

Dr. and Mrs. Bruce R. McCune

Mr. and Mrs. L. Gordon Pfefferkorn, Jr.

Ms. Ann Lewallen Spencer

Mr. and Mrs. John W. Willingham

Dr. and Mrs. Peter C. Johnson

Mrs. Nancy Davis McGlothlin

Mr. and Mrs. C. Edward Pleasants, Jr.

Mr. and Mrs. James Spencer

Mr. and Mrs. J. D. Wilson, Jr.

Ms. Beverly Johnston

Dr. and Mrs. Timothy McGowen

Mrs. Nancy H. Wilson

Dr. W. Frederick McGuirt

Mr. Graydon Pleasants and Ms. Margaret Scales

Mrs. William O. Spencer III

Mr. James W. Johnston

Mr. and Mrs. Scott F. Sternberg

Mr. R. M. Wilson

Mr. and Mrs. Christopher Jones

Ray and Cathleen McKinney

Mrs. Clifton E. Pleasants

Edward E. and Jean Jennings Stivers

Mr. and Mrs. Steve Wohlford

Mr. and Mrs. Scott D. Jones

Mr. and Mrs. John B. McKinnon

Dr. Michael J. Pollak

Mr. and Mrs. Richard Stockton

Mr. and Mrs. Harry H. Wolfe

Mrs. Thad L. Jones

Ms. Sally R. McLeod

Mr. Richard E. Pope

Mr. and Mrs. Richard L. Sullivan

Dr. and Mrs. John R. Wolfe

Mrs. R. William Joyce

Mr. and Mrs. J. Frank McNair IV

Mr. and Mrs. Billy D. Prim

Mr. and Mrs. John J. Sutton, Jr.

Mr. Ralph H. Womble

Ms. Lucy Kaplan

Dr. and Mrs. William E. Means

Mr. Grady R. Pulliam III

Dr. and Mrs. Charles V. Taft

Mr. and Mrs. William F. Womble

Mr. and Mrs. William B. Kay, Jr.

Mr. and Mrs. John G. Medlin, Jr.

Mr. and Mrs. Cliff Purcell

Dr. and Mrs. David H. Tate

Mr. and Mrs. H. C. Woodall, Jr.

Mrs. J. Lee Keiger, Jr.

Mr. and Mrs. Danny J. Mendenhall

Mr. and Mrs. Robert L. Quick

Mr. and Mrs. John A. Taylor

Ms. Roma Lee Woosley

Ms. Terri Kern

Mr. and Mrs. John Merritt

Mr. and Mrs. H. Chris Ramm

Mrs. Margaret Taylor

Dr. and Mrs. Richard C. Worf

Ms. Susan Kerner-Hoeg

Mr. James C. Messick

Mr. James K. Reaves, Jr.

Mr. Jesse C. Temple

Mr. and Mrs. Hal G. Worley

Mr. and Mrs. Truman T. Kiger

Mr. and Mrs. James E. Messick, Jr.

Mr. and Mrs. Harry Reavis

Dr. and Mrs. John B. R. Thomas

Mr. and Mrs. Bryan Yates

Ms. Earline heath King

Dr. and Mrs. Henry S. Miller, Jr.

Mr. and Mrs. Patrick Riazzi

Ms. M. Louise Thomas

Mr. and Mrs. Karl Yena

Mr. and Mrs. Jessie M. King

Mrs. Barbara B. Millhouse

Dr. and Mrs. David G. Rice

Mr. and Mrs. Stephen A. Thornton

Dr. and Mrs. Douglas M. Young

Mr. and Mrs. Philip G. Kinken, Jr.

Mr. and Mrs. Neal Millsaps

Mary Louise Rice

Mr. and Mrs. F. Nelson Tomlinson, Jr.

Mr. and Mrs. Yasser Youssef

Mrs. Louis Klaff

Mr. Richard G. Mock

Mr. and Mrs. Thomas B. Rice III

Dr. and Mrs. James F. Toole

Mr. and Mrs. William A. Knott

Mr. and Mrs. John F. Ward

Mr. and Mrs. Scott F. Wierman Mr. and Mrs. Paul M. Wiles Mr. and Mrs. Joseph Wilhem

Mrs. John S. Rider

the winston-salem foundation annual report

f u nds and donors [ 4 8 – 4 9 ]

funds and donors

2008 Donors THE FOLLOWING two PAGES contain THE NAMES of those who made gifts to the Community Fund and Book of Memory in 2008. To review

a list of 2008 donors to other named funds, please visit our Web site at www.wsfoundation.org. Both the Foundation and the community are grateful for all of these gifts—from the smallest to the largest. Collectively these contributions reflect that the Foundation’s mission—to invest in our community by making philanthropy and its benefits available to all—is alive and well.

donors to the community fund and book of memory Gifts to the Community Fund and Book of Memory allow the Foundation to address the community’s best funding opportunities and most urgent needs through competitive grants. Contributions are listed alphabetically within the following designations: Visionaries, gifts of $5,000 or more; Benefactors, gifts between $2,500 and $4,999; Advocates, gifts between $1,000 and $2,499; Supporters, gifts between $500 and $999; and Philanthropists, gifts up to $500.

Visionaries ~ $5,000 or more

benefactors ~ $2,500 - $4,999

Mr. and Mrs. Frank M. Bell, Jr.

Mr. Noel Lee Dunn

Mr. Charles R. Hemrick/Mrs. Norma Charles-Sink

Mr. and Mrs. John A. Taylor

The Senah C. & C. A. Kent Foundation

Mr. and Mrs. Paul M. Wiles

Mr. Richard B. Port

Advocates ~ $1,000 - $2,499 Dr. and Mrs. Elms L. Allen

Mr. and Mrs. J. Scott Cramer

Mr. and Mrs. Charles H. Hauser

Mr. and Mrs. Robert F. Armfield

Tom Davis Fund

Dr. and Mrs. Robert Holmes

Mr. and Mrs. F. James Becher, Jr.

Mr. and Mrs. Thomas S. Douglas III

Dr. and Mrs. Francis M. James III

Mr. and Mrs. Henry M. Booke

Mr. and Mrs. Graham P. Dozier III

Mr. and Mrs. John W. Burress III

Mr. and Mrs. Dale E. Driscoll

Mr. and Mrs. Stanhope A. Kelly

Dr. John J. Carr

Mr. and Mrs. Victor I. Flow, Jr.

Mr. and Mrs. George C. Lautemann

Mr. and Mrs. F. Hudnall Christopher, Jr. Mr. and Mrs. George M. Cleland

Mr. and Mrs. William B. Kay, Jr.

Grover C. and Jane C. McNair Charitable Foundation Trust

Mr. Willis Slane and Dr. Caroline Chiles

Mr. and Mrs. John G. Medlin, Jr.

The Strickland Family Foundation

Mr. and Mrs. Lucian H. Neal

Swann McBride Properties LLC

Mr. John V. Pappas

Mr. and Mrs. F. Nelson Tomlinson, Jr.

Mr. and Mrs. Stephen F. Phelps

Dr. and Mrs. James F. Toole

The Piedmont Natural Gas Foundation

Dr. and Mrs. Jaime E. Trujillo

Glenn Family Foundation

The Honorable Molly Leight

Mr. and Mrs. Thomas O. Goodson

Mr. and Mrs. Gerald H. Long

Mr. and Mrs. Murray C. Greason, Jr.

Mr. and Mrs. Frank K. Lord III

Mr. Graydon Pleasants and Ms. Margaret Scales

Mr. and Mrs. J. D. Wilson, Jr. Mr. and Mrs. H. Vernon Winters

Supporters ~ $500 - $999 Mr. and Mrs. Bert L. Bennett, Jr.

Mr. and Mrs. Richard D. Hensel

Mr. and Mrs. R. Frank Murphy

Mr. and Mrs. J. Todd Slate

Dr. and Mrs. Kenneth Carlson

Mr. and Mrs. G. Dudley Humphrey

Mr. and Mrs. Robert F. Naas

Mr. and Mrs. G. Dee Smith

The Christopher Fund

Mr. John W. Hunt

Personal Care Services, Ltd.

Ms. Nancy S. Spencer

Mr. and Mrs. Richard N. Davis

Mr. and Mrs. Gordon W. Jenkins

Ms. Susan Pfefferkorn

Mr. and Mrs. William P. Steele

Mrs. Elaine D. Dowdell

Mrs. Annette M. Leight

Mr. and Mrs. John A. Piazza

Mrs. Charles F. Vance, Jr.

Mr. and Mrs. William A. Goodson, Jr.

Ms. Deborah S. Marshall

Mr. and Mrs. Clay V. Ring, Jr.

Mr. and Mrs. Hans W. Wanders

Ms. Judith B. Halverson

Mr. and Mrs. John B. McKinnon

Mr. and Mrs. Ed Robins

Mr. and Mrs. John W. Willingham

Mr. and Mrs. James G. Hanes III

Mr. and Mrs. J. Frank McNair IV

Mr. W. David Shannon

Mr. William T. Wilson III

Winston-Salem Chamber of Commerce Mr. and Mrs. Calder W. Womble Ms. Edith Womble Mr. and Mrs. William F. Womble, Jr.

philanthropists ~ up to $500 Dr. and Mrs. David H. Allen

Mr. and Mrs. Robert L. Dalton, Jr.

Mr. and Mrs. Joseph C. Hedgpeth II

Dr. and Mrs. J. Wayne Meredith

Mrs. Mary C. Shipe

Mr. and Mrs. Miller Allen

Dr. and Mrs. Courtland H. Davis, Jr.

Mr. and Mrs. Richard M. Henderson

Mr. and Mrs. Ralph Messick

Mr. and Mrs. Kenneth N. Sisk

Anonymous (3)

Mr. and Mrs. John W. Davis III

Mr. M. N. Hennessee

Dr. and Mrs. Henry S. Miller, Jr.

Mrs. Vernon H. Smith

Mr. and Mrs. John Appel

Dr. and Mrs. John W. Denham

Ms. Martha M. Higginbotham

Ms. Ellen N. Monahan

Mr. W. Grady Southern, Jr.

Mr. and Ms. James W. Armentrout

Mr. and Mrs. Christopher L. DeVane

Mr. and Mrs. Charles S. Hinson, Jr.

Ms. Elsie Morris

Mr. and Mrs. R. Arthur Spaugh

Ms. Margaret W. Armfield

Mr. and Mrs. Douglas Dillard

Mrs. William F. Hohman

Mr. and Mrs. Richard W. Starbuck

Dr. and Mrs. Philip R. Aronson

Dr. and Mrs. James T. Dobbins, Jr.

Mr. and Mrs. Dan W. Austell

Mr. Nicholas Donahue

Home Builders Association of Winston-Salem Women's Council

Mr. and Mrs. Kenneth F. Mountcastle, Jr.

Mr. and Mrs. William P. Baldridge

Downtown Winston-Salem Partnership, Inc.

Mr. and Mrs. Charles S. Baldwin III Bank of America Foundation Mr. and Mrs. Arthur R. Barnes Mr. and Mrs. Zeb E. Barnhardt, Jr. Mr. and Mrs. H. Grady Barnhill, Jr. Mr. and Mrs. G. Thomas Battle Dr. and Mrs. Edward S. Beason Ms. Hedda Boker Mrs. William Bryan Booe, Jr. Mr. H. Michael Britt Mr. and Mrs. Rodney C. Brown Ms. Nadine Buckinger Ms. Martha B. Carlisle Mr. Coy C. Carpenter, Jr. Ms. Jo Ellen Carson Ms. Daisy R. Chambers Dr. and Mrs. Bruce Clapp Mr. and Mrs. Ronald J. Clein Mrs. Sophia S. Cody Mr. and Mrs. Charles Cole Mr. and Mrs. James H. Corrigan, Jr. Mr. and Mrs. David L. Cotterill Dr. Sharon Covitz Mr. Gregory A. Cox Mr. and Mrs. Marcus B. Crotts Mr. and Mrs. Richard M. Crowder, Jr. Mr. Kerry G. Crutchfield

Mr. and Mrs. Edward T. Mulvey, Jr.

Mr. and Mrs. William C. Thacker Mr. Kenneth L. Thomas

Mr. and Mrs. Robert A. Hoover

Mr. and Mrs. Thomas C. Munden

Mrs. E. R. Howard

Mr. and Mrs. William R. Myers

Dr. and Mrs. Joseph B. Dudley

Mrs. Andy Huber

Mr. and Mrs. David B. Neal

Mr. and Mrs. Carl A. Dull, Jr.

Mr. Robert C. Huber

Mr. and Mrs. Dillon Neaves

Ms. Nancy Dunn

Mrs. Jacqueline S. Hunt

Mr. and Mrs. T. David Neill

Ms. Phyllis H. Dunning

Edy Hurdle Consulting, Inc.

Dr. and Mrs. Lewis H. Nelson III

Mr. and Mrs. C. Dorsey Dyer, Jr.

Mrs. Addie B. Hymes

Mr. and Mrs. Michael Newman

Mr. and Mrs. Robert L. Edwards

Mr. Thomas E. Ingram

Ms. Marjorie Northup

Wachovia Foundation Matching Gifts Program

Dr. and Mrs. William Elesha

Mr. and Mrs. Edward L. Irvin

Norwood Architecture & Design, Inc.

Mr. and Mrs. William R. Wallace, Jr.

Mrs. Aurelia Eller

Mr. and Mrs. James M. Iseman, Jr.

Mr. and Mrs. Buddy Norwood

Mr. and Mrs. J. Dudley Watts, Jr.

Ms. Dorothy Francis

Dr. and Mrs. Ali Jarrahi

Mrs. Algine Neely Ogburn

Mr. and Mrs. David C. Wesson

Mr. and Mrs. William H. Freeman

Mr. John C. Jessup

Mr. and Mrs. Sam Ogburn, Jr.

Dr. Patty West

Ms. Cici Fulton

Mrs. Catherine M. Jones

Mr. and Mrs. Charles C. Patton

Mr. and Mrs. Robert A. West

Ms. Nella P. Fulton

Mr. and Mrs. Douglas S. Jones

Mrs. Clifford W. Perry

Mrs. Robert P. Whaling

Mr. and Mrs. John L. W. Garrou

Dr. and Mrs. F. Whitney Jones

Mr. and Mrs. Clifford W. Perry, Jr.

Mr. and Mrs. Harden B. Wheeler, Jr.

Mr. and Mrs. James E. Gay III

Ms. Sherry A. Kellett

Mrs. Helen S. Peterson

Mr. and Mrs. Scott F. Wierman

Mr. and Mrs. Tom Gibbs

Dr. and Mrs. David L. Kelly, Jr.

Mr. James C. Pfohl, Jr.

Mr. and Mrs. J. Tracy Wilkerson

Mr. and Mrs. William B. Gibson

Ms. Jane W. Kelly

Mr. and Mrs. C. Edward Pleasants, Jr.

Mr. J. Lanier Williams

Mr. and Mrs. Richard E. Glaze

Mr. and Mrs. Joe King

Mr. and Mrs. Cliff Purcell

Mr. and Mrs. John G. Williard

Mr. Franklin C. Golden, Sr.

Mr. George H. Knostman

Ms. Donna Rader

Mr. and Mrs. Ben S. Willis, Jr.

Dr. and Mrs. Louis N. Gottlieb

Ms. Jo Ann Kyslinger

Mr. and Mrs. Wayne E. Reece

Mr. John G. Wolfe III

Mr. Vergil H. Gough

Mr. and Mrs. W. Randolph Loftis, Jr.

Mr. Michael F. Ryan

Mr. and Mrs. Hal G. Worley

Mr. Thomas A. Gray

Mr. John H. Loughridge, Jr.

S & L Painting and Decoration, Inc.

Mr. James E. Yarbrough, Jr.

Dr. and Mrs. Paul P. Gwyn

Dr. and Mrs. Donald L. Martin, Jr.

Ms. Dee Ann Sanders

Mr. and Mrs. Karl Yena

Mr. and Mrs. John Harrison

Ms. Joyce S. May

Mr. and Mrs. J. Robert Sanders, Jr.

Mrs. Betty L. Yount

Mr. and Mrs. Dennis G. Hatchell

Ms. Carolyn McBride

Mr. and Mrs. W. P. Sandridge, Jr.

Mr. and Mrs. Donald G. Haver

Dr. William McCall, Jr.

Mr. and Mrs. Donald R. Saunders

Dr. and Mrs. Patrick K. Healy

Dr. James A. McCool

Mrs. Lyttleton B. Scott, Jr.

the winston-salem foundation annual report

Mr. and Mrs. Ben W. Thomason, Jr. Mr. and Mrs. Michael A. Trawick Mr. Erling S. Tronnes Dr. and Mrs. William W. Truslow Mr. and Mrs. Robert C. Vaughn, Jr. Mr. and Mrs. Stuart F. Vaughn

f u nds and donors [ 5 0 – 5 1 ]

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Financial Overview Combined Statements of Assets, Liabilities, and Net Assets (Modified Cash Basis) ASSETS Cash and cash equivalents Certificates of deposit Securities

Dec. 31, 2008 and 2007

2008

2007

$9,419,642

$15,565,993

763,502

1,013,843

143,316,861

210,726,239

934,240

852,448

Receivables: Student loans Notes Investment in partnerships Assets held in trust – real estate Building, improvements, and equipment Split interest assets held in trust (Note 1) Other assets TOTAL ASSETS

130,033

145,033

13,943,287

13,630,987

4,558,212

4,133,212

986,175

1,022,729

36,329,318

51,924,444

538,117

615,846

$210,919,387

$299,630,774

LIABILITIES AND NET ASSETS LIABILITIES: Amounts withheld from employees Agency deposits Split interest assets held in trust (Note 1)

$7,995

$4,547

12,459,585

18,640,491

36,329,318

51,924,444

48,796,898

70,569,482

Discretionary

21,029,725

30,608,559

Field of interest

19,889,935

29,000,725

12,155,445

16,039,037

Total liabilities UNRESTRICTED NET ASSETS:

Scholarship Student loan

1,668,417

1,744,453

Donor advised

65,163,669

88,167,393

Donor designated

38,129,019

56,155,032

4,616,877

4,221,279

Real estate Administrative Total net assets

(530,598)

3,124,814

162,122,489

229,061,292

$210,919,387

$299,630,774

COMMITMENTS (Note 2) TOTAL liabilities and net ASSETS

Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $23,710,684 and $32,236,693 as of December 31, 2008 and 2007, respectively.

Note 2: Unpaid grant commitments from endowed funds approved by The Winston-Salem Foundation Committee amounted to $1,845,828 and $2,307,637 at December 31, 2008 and 2007, respectively.

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the winston-salem foundation annual report

Combined Statements of receipts, disbursements, and changes in Net Assets (Modified Cash Basis) years ended Dec. 31, 2008 and 2007 change in net ASSETS

2008

2007

$13,289,189

$17,007,159

6,482,999

9,368,595

100,565

103,585

RECEIPTS: Donations and bequests Interest, dividends, and other investment income Fees assessed on agency deposits Other receipts

15,619

79,883

Total receipts

19,888,372

26,559,222

23,826,352

30,096,978

2,686,853

2,445,760

660,950

681,598

DISBURSEMENTS: Grants Executive office operations Trustee banks’ and investment management fees Brokerage fees Other disbursements Total disbursements

27,722

41,821

228,274

157,931

27,430,151

33,424,088

(7,541,779)

(6,864,866)

NET REALIZED AND UNREALIZED GAINS (LOSSES)

(59,397,024)

9,004,287

INCREASE (DECREASE) IN NET ASSETS

(66,938,803)

2,139,421

RECEIPTS UNDER DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS (LOSSES)

NET ASSETS Beginning of year End of year

229,061,292

226,921,871

$162,122,489

$229,061,292

These numbers do not include the consolidation of two supporting organizations, The Millennium Fund and Partners for Homeownership, Inc. If you would like a complete copy of the 2008 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at (336) 725-2382, e-mail your request to todd.slate@wsfoundation.org, or visit our Web site at www.wsfoundation.org.

OVerview

The Winston-Salem Foundation Committee The community foundation concept that Colonel Francis Fries brought to Winston-Salem in 1919 included a critical role for community

leaders. The Foundation is fortunate to have an extraordinarily dedicated and generous group of community volunteers on its Foundation Committee, which is the primary governing body of the organization, as well as on its supporting committees, which are listed on the following page.

Dr. Harold Lee Martin, Sr.

Paul M. Wiles

John W. Burress

Gregory A. Cox

Chairman

Vice Chairman

Treasurer

Secretary

Chancellor N.C. A&T State University

President and Chief Executive Officer Novant Health

Retired President J.W. Burress, Inc.

Senior Vice President and City Executive Bank of America

Simpson “Skip” O. Brown, Jr.

Rence Callahan

Peggy Carter

President – Triad Region First Community Bancshares, Inc.

Vice President and Treasurer Walter Robbs Callahan & Pierce Architects

Vice President Forsyth Medical Center Foundation

Lynn Brenner Eisenberg

Robert E. Greene

J. Andrews Hancock

Community Volunteer

Senior Executive Vice President and Manager of Administration Services BB&T

President Frank L. Blum Construction Company

Kay Lord

Janet P. Wheeler

Ralph Hanes Womble

Retired Executive Director and Chief Executive Officer Habitat for Humanity of Forsyth County

Retired Vice President R. J. Reynolds

Retired Chief Executive Officer Hanes Companies

Supporting Committees 2009 Asset Development Committee

Deborah S. Marshall, Chair

Thomas D. Goodson

C. Edward Pleasants, Jr.

J. David Branch

Gordon W. Jenkins

Elizabeth L. Quick

Richard P. Budd

Susan G. King

James K. Reaves, Jr.

John W. Burress, III

Susan W. Mann

Napoleon Richardson

Black Philanthropy initiative Committee 2009 Advisory Committee

Dale E. Driscoll

Harold L. Martin

Randall Tuttle

Brenda B. Diggs, Chair

Corena Norris-McCluney

Lynn B. Eisenberg

Timothy R. Moore

Robert C. Vaughn, Jr.

Florence Corpening

James K. Reaves, Jr.

Michael J. Fisher

T. David Neill

Philip R. S. Waugh

Richard N. Davis

Napoleon Richardson, Jr.

Rev. Donald Jenkins

Lydell Thompson

Rev. Dr. Joseph Jones

Janet Wheeler

2009 Student Aid Committee

Jennifer Martin

Carolyn Black

Eddie Hernandez

Jonathan Sadler

Veronica Black

Lamar Joyner

Larry Stephenson

John Candillo

Barbara Masi

Jane Suitt

Lindy Ellis

George McLendon

Paula Turner

Youth Grantmakers in Action 2008-2009 Participants

Dorothy Francis

Richard Mock

Becki VanderKlok

Julius Battle

Amy Kosloske

James Gallaher

Patricia Norris

Malashai Woodbury

Vanessa Beresford

Megan Mills

Carolyn Gray

Daisy Rodriguez

Karl Yena

Widnelia Garcia

Margaret Patterson

Tommy Healy

Ana Rice

Harleigh Hornsby

Jessica Terry

Matt Humphries

Evan Warren

The Women’s Fund of Winston-Salem 2009 Board of Directors

Michelle Cook, Chair

Sarah Holthouser

Margaret Scales

Alexes Johnson

Claire Wilson

Lisa Alley

Mary Jamis

Claudia Zorn Schaefer

CJ Jones

Kexin Yin

Allison Brashear, MD

Martha Logemann

Evelyn Terry

Tiara Jones

Susan Campbell

Jane Martin

Lelia Vickers

Tonya Deem

Chevara Orrin

Janie Wilson

Lynn Brenner Eisenberg

Lisa Purcell

the winston-salem foundation annual report

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OVerview

Foundation Staff OPERATIONS/SUPPORT

Scott F. Wierman — President Lisa P. Purcell — Executive Vice President Cici Fulton — Director, Marketing and Communications David Gore — Director, Information Systems and Technology Christina Perrin — Receptionist Leila Warren — Executive Assistant Todd Slate — Vice President, Finance and Administration Betty Johnson — Financial Assistant Carolyn McBride — Grants Processor Mary Jo Morgan — Accounting Associate Dee Smitherman — Comptroller COMMUNITY INVESTMENT

Michael Clements — Vice President, Community Investment Edna Barker — Administrative Assistant, Student Aid Betty Gray Davis — Senior Program Officer Robin Burr DeVane — Grants Manager Kay Dillon — Director, Student Aid Andrea Falden — Program Officer Sandra Fishel-Booth — Program Officer Brittney Gaspari — Director, Grants Tari Hanneman — Women’s Fund Coordinator

Seated (from left) – Michael Clements, Scott Wierman, Leila Warren First row – Andrea Falden, Cici Fulton, Betty Gray Davis, Marisa Ray, Christina Perrin, Betty Johnson, Mary Jo Morgan, Lisa Purcell, Annette Lynch, Todd Slate Second row – Ann Tillett, Robin Burr DeVane, Kay Dillon, Edna Barker

PHILANTHROPIC SERVICES

Third row – Brittney Gaspari, Dee Smitherman, Tari Hanneman, Jo Ann Kyslinger, David Gore

Annette Lynch — Vice President, Philanthropic Services Jonathan Halsey — Donor Services Officer Jo Ann Kyslinger — Gifts Processor Marisa Ray — Development Officer Ann Tillett — Administrative Assistant, Philanthropic Services

Fourth row – Carolyn McBride, Sandra Fishel-Booth, Jonathan Halsey

Confirmed in Compliance with National Standards for U.S. Community Foundations

Design: M Creative | Photography: Christine Rucker; Lea Metz-page 8; WFUBMC Creative Communications-page 14; Piedmont Land Conservancy-pages 16-17; The Children’s Home-page 53; Black Horse-inside back cover Printing: Hutchison Allgood | Story Writing: Kathy Norcross Watts The inside pages of this annual report contain fiber sourced from well-managed forests.

The Winston-Salem Foundation is committed to

supporting excellence in our community

by giving it the time, space and resources to thrive

in our city’s most generous, purposeful

and creative individuals and organizations.

We believe that fostering excellence over time

makes Winston-Salem a better place for all.

860 West Fifth Street Winston-Salem, NC 27101-2506 Telephone (336) 725-2382 Toll-free (866) 227-1209 Fax (336) 727-0581 www.wsfoundation.org

Journey to EXCELLENCE The Winston-Salem Foundation 2009 report to the community | 2008 annual report