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OUR VISION

A generous and trusting community where everyone is thriving.

THE WI NSTON-SALEM FOUNDATION 2019 REPORT TO THE COMMUNITY

OUR MISSION

We inspire giving and link resources to action, strengthening Forsyth County—now and forever.

201 8 A NNUA L REPORT Historical Timeline

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Community Investment

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Events

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Strategic Initiatives

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OUR VALUES

Donor & Nonprofit Stories

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• Inclusion: We practice and champion inclusion, honoring the strengths and experiences of all in our community.

Grants

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Funds & Donors

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• Accountability: We honor the intentions of our donors and partners, and hold ourselves to the highest standards of ethics, service, and stewardship.

Financial Overview

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Foundation Committees

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Staff

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• Continuous Learning: We are committed to learning and evolving with our community and our partners.


Message to the Community As we celebrate our Centennial this year, we are mindful of the thousands

of individuals who have invested their time, talent, and treasure to help shape this organization during the past 100 years. The first community foundation was established in Cleveland in 1914, followed just five years later by Winston-Salem. Since 1919, this foundation has been managed by members of the community for the benefit of our community. Donations, both large and small, have been collected from a broad range of residents and then pooled together to create opportunities and solve local challenges. Today we are honored to administer more than 1,500 funds that support the quality of life in our community. Most of these funds have been established by local families and organizations who have co-invested with others also interested in improving Forsyth County. While we honor our history this year, we also are looking ahead and positioning the Foundation to be an even stronger resource for our next

century of service. This is our vision for Forsyth County: to be a generous and trusting community where everyone is thriving. There is much work ahead to accomplish this, but we are committed to building a strong foundation and a flexible resource for our ever-changing community. On behalf of our staff and board, we hope that you will join with us in celebrating our past and building for this community’s future. We are grateful for your continued support and partnership. Scott F. Wierman President The Winston-Salem Foundation

Linda Garrou Chair The Winston-Salem Foundation Committee


1947 THE POWER OF A SINGLE

A Trip Back in Time

ENDOWMENT GIFT A man of modest means, Allan Hutcherson passes away after many years as a custodian at R.J. Reynolds Tobacco Co. He leaves his entire estate of $6,700 to 1919 OUR BEGINNING

the Foundation to establish an endowment

On Oct. 14, 1919, Col. Francis Henry Fries

children. Today local

fund to help African-American contributes $1,000 in seed money to start

children continue

The Winston-Salem Foundation, the first

to benefit from his

foundation of any kind in North Carolina.

generous spirit.

1923 TRAGEDY SPARKS

1961 GROWTH LEADS

EDUCATIONAL LEGACY

TO PERMANENT STAFF

The tragic death of Leo Caldwell during

The volunteer-led Foundation

an R.J. Reynolds High School football game

Committee hires its first staff

leads to widespread public contributions

member, Executive Director

and creation of the Foundation’s first

James A. Gray Jr. Over the

student aid fund. Gifts range from $1.50

years, the governing board grows

from a fifth-grade class to $2,000 from

from its initial five members to

the Civitan Club.

today’s 13-member Foundation Committee and now 28 employees support its work.

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The Winston-Salem Foundation annual report


2003–2006 BROADENING 1970s–1990s SUPPORT FOR

PHILANTHROPY

EMERGING NONPROFITS

2017–2018 EVOLVING TO MEET COMMUNITY NEEDS

Intentional efforts The Foundation’s long history

to expand the

of locking arms with new and

Foundation’s outreach

Leading up to its Centennial, the

emerging nonprofits includes

to new and diverse

Foundation announces two new focus

Crosby Scholars and Neighbors

audiences include

areas for a portion of its community

for Better Neighborhoods.

creation of the Black

investments—Building an Inclusive

Both organizations are established

Philanthropy Initiative,

Economy and Advancing Equity in

under the Foundation’s umbrella

Youth Grantmakers in Action,

Education. The Foundation affirms

before ultimately becoming

and The Women’s Fund

its commitment to advance racial

independent local nonprofits.

of Winston-Salem.

equity across all of its work.

1999 SOCIAL CAPITAL:

2014 A NEW HOME FOR

EVERYONE CAN HELP OUT

PHILANTHROPY

Investment begins in a new social capital

The Foundation relocates to the

initiative called ECHO (Everyone Can

new 751 West Fourth building

Help Out). Areas of focus include

at Broad and Fourth streets. The

diversifying leadership and civic

building’s third floor features

involvement, increasing trust

the Burress Family Center for

across lines of difference,

Philanthropy, which provides

and encouraging people

much-needed gathering and

to do more with others

conference spaces for nonprofits

rather than just for others.

and other community groups.

historical TIMELINE

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COMMUNITY INVESTMENT

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The Peer Project

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Focus Areas

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Next Century Fund

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The Winston-Salem Foundation annual report


The Peer Project

peer PROJ ECT ENGAGING EDUCATORS IN CONTINUOUS LEARNING

In 2018–2019, the Foundation and Winston-Salem/Forsyth County Schools (WS/FCS) continued their collaboration through the Peer Project, a five-year, $2.3 million commitment by the Foundation to support professional development for local educators. TEACHER ACADEMY

Teacher Academy supports teachers to improve student outcomes and provides meaningful leadership roles for educators. Teacher leaders work intensively as mentors to other teachers and create learning opportunities within the school district. In its second year, the program included 75 teachers from 37 schools. In 2019, Teacher Academy is expanding to 100 teacher leaders.

peer PROJ ECT ENGAGING EDUCATORS IN CONTINUOUS LEARNING

GROWING OUR OWN

Though a partnership with NC State University, WS/FCS supports lateral entry teachers at Inspire 340 schools. In 2018, a Peer Project grant helped 25 teachers complete their licensures, assisting teachers at a critical time in their careers and addressing shortages at hard-to-staff schools. Since 2015, the Peer Project has granted more than $1.2 million for professional development to help build a culture of creativity, innovation, and continuous learning for WF/FCS educators.

Educators at the August 2018 Teacher Academy training

community investment

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Focus Areas As the Foundation enters its centennial year, we recognize how much our community has changed during the past 100 years— yet it has not changed for all our neighbors. In late 2017, we announced two new broad focus areas for our community grantmaking—Building an Inclusive Economy and Advancing Equity in Education. This programmatic work evolved after extensive discussions with community partners and after reviewing data showing significant racial disparities in education and economic opportunity. PRIORITY AREAS

Throughout 2018, our staff hosted listening and strategy sessions with grantees, partners, and impacted community members, and we further identified six priorities within the focus areas. These priorities reflect areas where significant levels of inequity persist, where the community says our resources are most needed, and where we believe we can make the greatest impact now and for the foreseeable future.

For more information, visit wsfoundation.org/focus-area-grants

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The Winston-Salem Foundation annual report

BUILDING AN INCLUSIVE ECONOMY

Access to efficient and affordable transportation Reduction in the racial wealth gap Inclusive pathways to family-sustaining careers

ADVANCING EQUITY IN EDUCATION

Anti-bias culture and practices in educational settings (Pre-K to Post-secondary) Positive behavior intervention strategies (Pre-K to 12) Racially and economically diverse public schools (K to 12)

GOING FORWARD

Initial grant funding will work to address access to efficient and affordable transportation in mid-2019 and a reduction in the racial wealth gap in the fall of 2019. As we move forward, the Foundation will direct a portion of its discretionary resources to these community challenges through both proactive and responsive grantmaking.


HOW CAN YOU SUPPORT THESE EFFORTS?

THE NEXT CENTURY FUND During our 100 years of existence, the Foundation has provided leadership and funding to help address many of our community’s critical challenges. The Next Century Fund was established to coincide with the Foundation’s Centennial so that all community members can support our grantmaking in Winston-Salem and Forsyth County. Contributions will ensure that the Foundation is able to adapt to emerging challenges and opportunities over time, and because it is an endowment, it will benefit our community forever. Join us by supporting the Next Century Fund— help create a generous and trusting community where everyone thrives.

To donate, visit wsfoundation.org/100

Community Partnerships

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EVENTS 2019 Centennial Community Luncheon

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Legacy Society Dinner

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Scholarship Celebration

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The Winston-Salem Foundation annual report


2019 Centennial Community Luncheon In May 2019, we welcomed an enthusiastic crowd of 1,250 community members to the Benton Convention Center for the Foundation’s 100-year birthday celebration. The event kicked off with student performances by the Carver High School Drumline and the Simon G. Atkins High School Simon Says A Cappella group. The program included remarks from past and present volunteers who introduced four videos reflecting the Foundation’s legacy, its impact, and aspirations for the community’s future. Many guests also visited our Centennial photo wall to share their hopes and dreams for Winston-Salem. Many thanks to this year’s Centennial Sponsors—Mercedes-Benz of Winston-Salem, Reynolds American, Wells Fargo, and Womble Bond Dickinson—and to the 88 other table sponsors who helped provide greater community access to the luncheon.

For more information, visit wsfoundation.org/2019-community-luncheon

events

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C E L E B R AT I N G A C E N T U RY of

I M PA C T

CENTENNIAL COMMUNITY LUNCHEON

HOPES AND DREAMS FOR OUR COMMUNITY


Legacy Society Dinner

Jan Detter and Davida Martin

Jane Kane and Daniel Moury

Rebecca and Bob Schwartz

Gene and Harriet Heise

In November 2018, Legacy Society members gathered to hear how the Foundation’s investments are making a difference in the community. The Legacy Society honors individuals and families who have established permanent charitable endowments during their lifetimes or who have planned for such gifts after their lifetimes. Dr. Craig Richardson, founding director of the Center for the Study of Economic Mobility at Winston-Salem State University, presented a sobering report on the lack of economic mobility in Forsyth County. Most notably, he explained the impact of inefficient and unaffordable transportation for many in our community, leading to difficulty in finding employment, attending school, and receiving healthcare. In response to this community challenge, the Foundation’s first focus area grant program in 2019 will work toward addressing access to efficient and affordable transportation. We are thankful for our Legacy Society members and for their support of our community, both now and in the future. Legacy Society members are listed on page 64. Christina Stewart with Michelle and Bill Cook

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The Winston-Salem Foundation annual report


Scholarship Celebration

The Foundation awarded 641 scholarships totaling $1,050,672 to local students in the 2018–2019 academic year.

More than 200 guests gathered at Wake Forest University’s Bridger Field House in July 2018 for our Scholarship Celebration Breakfast. This event recognized the achievements of scholarship recipients and the donors who made their scholarships possible, as well as the high school guidance counselors and volunteer committee members who play a critical role in our Student Aid program. Special thanks to donors Charlie and Ann Hemrick for sponsoring the breakfast for the eighth consecutive year! Melissa Painter of FOX8 News served as emcee. Gwenn Clements, a member of the Foundation’s Student Aid Committee, introduced student speaker Elisabeth Holthusen. Elisabeth, a past member of Youth Grantmakers in Action and a Serena D. Dalton Scholarship recipient, shared thoughts on her college experience, as well as words of advice for the incoming college freshmen. Speakers Scott Wierman, Gwenn Clements, Andrea Hulighan, Elisabeth Holthusen

Brianna Denny, McKenzie Dotson, Paul Wiles, Carson Walker, Teddy Christakos

Bill Petree, Diana Angeles, Katherine Petree, James Day, Daniel Winkelman

Rick Pfefferkorn, Jaeshauna Bell, Tyriq Evans, Saeed Muhammad

events

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STRATEGIC INITIATIVES Black Philanthropy Initiative

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The Women’s Fund of Winston-Salem

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Youth Grantmakers in Action

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Black Philanthropy Initiative The Black Philanthropy Initiative (BPI) encourages our community to use their time, talent, and treasure to impact meaningful change and address identified needs in Forsyth County’s black community. In 2018, BPI published a report called Rethinking Philanthropy: An Exploration of Black Communities in Forsyth County with support from Gramercy Research Group. The data-driven report reveals that inequities disproportionately affect black residents, and it also describes how local history has contributed to the systemic issues and barriers that persist today. Coupled with feedback from community listening sessions, the report’s findings will impact and inform BPI’s future activities and grantmaking. As a result, BPI’s 2019 grants will focus on advancing racial equity in education, especially higher education and the education-to-career continuum.

For more information, visit wsfoundation.org/bpi

BPI members Melvin Scales and Roger Hyman with WSF Strategic Initiatives Manager Shamika Starke

Mary Dudley, Melvin Scales, Artina Dawkins, and Dr. Joseph Dudley at BPI’s October fundraiser, It’s a Tradition: Building on a Legacy of Giving

strategic initiatives

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The Women’s Fund of Winston-Salem The Women’s Fund of Winston-Salem is a community of passionate women creating social change through the power of collective giving. The Fund’s mission is to engage our community to build economic security for women and girls in Forsyth County. With nearly 700 active members, the Fund’s reach continues to grow. Grants totaling $109,685 were awarded to eight organizations at its 13th annual luncheon celebration in late 2018, themed Champions of Change: The Urgency of Now. Authoring Action, Crosby Scholars, Delicious by Shereen, LEAD Girls NC, Planned Parenthood, Salvation Army, The Parenting Path (SCAN), and YMCA of NWNC received funds for programs supporting the economic empowerment of women and girls. Since its inception, the Fund has awarded more than $1.5 million in grants that directly benefit local women and girls. The Fund’s Advocacy Playbook, published in 2018, educates the community about advocacy in its many forms. The publication explains why advocacy matters, and it offers tools for readers to identify which issues are important to them and how to take action.

2018 grant recipients at the November luncheon

For more information, visit womensfundws.org Luncheon guests at the photo wall

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The Winston-Salem Foundation annual report


YGA members and their 2019 grantees at the April celebration

Youth Grantmakers in Action Youth Grantmakers in Action (YGA) offers young people ages 15-18 a voice in local philanthropy by engaging them in their own grantmaking process. During the 2018-2019 school year, a diverse group from 14 area high schools worked together to develop grant guidelines, solicit grant proposals, and award grants to youth-led projects making a positive impact on youth in Forsyth County. YGA hosted an annual grant celebration in April 2019 during which they announced 13 grants totaling $7,218. Grant recipients included: Reagan High School Care Club for a spring literacy camp at Bolton Elementary School; The Collective to produce a play about sexual assault; FCCLA Walkertown High School to purchase shirts and ties for graduating senior boys, for a food pantry backpack project, and to provide meals and craft activities to Ronald McDonald House; Forsyth Backpack Program Club to host a food packing event at Forsyth Country Day Middle School; Forsyth County Young Leaders for summer enrichment sessions; Golf Girls to host a week-long golf clinic; Mandela

Society for organizing a Diversity Day to combat stereotypes; Middle College National Honor Society to provide clothes and food to homeless individuals; North Star Leadership Council to host an alternative prom; Reagan Girls Service Club to host an egg hunt for blind children and their families; and THETA Awards and Scholarship Fund for a high school theatre awards gala and to raise scholarship funds for a theatre summer enrichment program. YGA’s grants are funded through the Youth Grantmakers in Action Fund; this endowment grows each year through participants’ fundraising and donor contributions. Generous support from the Z. Smith Reynolds Foundation during the past two years has enabled YGA to make substantially more grants to local youth-led projects.

For more information, visit wsfoundation.org/yga

strategic initiatives

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DONOR & NONPROFIT STORIES

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Pat and Tommy Hickman

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Riverwood Therapeutic Riding Center

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Tyler Greene

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Ann and Gene Johnston

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Imprints Cares

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The Winston-Salem Foundation annual report


Since our earliest days, generous individuals and collaborative groups have characterized the unique philanthropic spirit of Winston-Salem. In the pages to follow, we highlight a few stories of people and organizations that are making a big difference in our community today. We are grateful that their impact will be felt well into the Foundation’s second century of service and beyond.

The Heart of Community

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The Winston-Salem Foundation annual report


PAT AND TOMMY HICKMAN

Sharing the Gift of Education

Tommy Hickman knows first-hand how it feels to be a struggling college student, worrying about where the money to pay for next week’s meals might come from. When it came to that, he’d head home for the weekend to rural Horry County, S.C., where he grew up in a farming family of eight children. “We attended a small church in Conway. We knew when they took the offering up they would give the college kids an extra $10 or $15,” recalls Hickman, who retired in 2014 as Senior Vice President of Operations after a distinguished career at R.J. Reynolds Tobacco Co. “That was a lot of money back then—it would feed you for a week.” Hickman’s upbringing and experience at the University of South Carolina, where he earned a bachelor’s degree in chemistry, molded the man he would become. “I couldn’t look in the mirror and be happy with myself if I wasn’t doing what my parents taught us to do. We were raised to tithe our

money and our time, through the church and the community.” True to those teachings, Hickman and his wife, Pat, gave generously of their time, talents, and personal resources during their years in Winston-Salem. Among their proudest accomplishments: As co-chairs of the Capital Campaign Committee for Experiment in SelfReliance, they helped raise $3 million to fund the agency’s new building, which opened in 2014. “A piece of us is a part of that building,” says Tommy, who continues to serve on the ESR Advisory Board since moving back to the South Carolina coast to be closer to family. Pat, who taught reading at Petree Elementary School and then volunteered in the public schools, shares her husband’s passion for education. “My parents only had a high school education but they always wanted us to do more. It wasn’t if we were going college; it was what college are you going to,” she remembers.

In 2011, the Hickmans established the Tommy L. and Patricia B. Hickman Family Fund, a non-endowed, donor-advised fund, and in 2016, they created the Tommy L. and Patricia B. Hickman Scholarship Fund for students with financial need. They also are members of the Legacy Society.

“My mom would say to me: ‘Your education is the one thing no one can take from you.’ ” Tommy served on The Winston-Salem Foundation Committee from 2010 through 2017. During that tenure, he played an instrumental role in the Foundation’s strategic shift to focus programming on two broad areas: Building an Inclusive Economy and Advancing Equity in Education. He and Pat made their own strategic decision to establish the Tommy L. and Patricia B. Hickman Scholarship in 2016 to help young people from Forsyth County realize their dream of a college education. Tommy applauds the Foundation for its bold decision to explicitly focus on racial equity moving forward. “When you have an organization like the Foundation, shining the light on those specific areas, I’m confident there will be results,” he says. “The work that they’ve done the last 100 years has been unparalleled, and I expect it to continue for the next 100 years.” donor & nonprofit stories

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RIVERWOOD

A Safe Haven of Support Nestled among 53 acres in Tobaccoville is a place where people of all ages and abilities can achieve wholeness and acceptance. For Laura Pallavicini, it is a magical place. She discovered Riverwood Therapeutic Riding Center in 1999 when, fresh out of UNC-Chapel Hill, she moved to Winston-Salem for work. Before long the accomplished equestrian became a volunteer and part-time instructor at the center. By 2000, Pallavicini had left her day job to become Riverwood’s first full-time program director. She, like so many others, had found a place to call home. “What this center is doing is changing lives,” Pallavicini says of the internationally accredited nonprofit that offers equine-assisted activities and therapies to children and adults with special needs. “There is a lot of hope and a lot of joy out here. It is a safe place in the world right now.” Founded by Susan Hubbard in 1995, Riverwood serves more than 750 people a year from Forsyth, Yadkin, Stokes, Surry and Davie counties through its therapeutic riding, equinefacilitated learning, community-based learning [ 22 ]

and mobile outreach programs. Last year Hubbard passed the reins of executive director to Pallavicini. “I know how hard these families have to work to find the right resources and support for their children,” Pallavicini says, “and I am honored, so deeply honored, to be a part of that journey for them.” Phillippa Stiles was just 7 when she began her journey at Riverwood. Known as “Philly” among friends and family, she was adopted from a Russian orphanage at age 3 and soon thereafter diagnosed with fetal alcohol spectrum disorders that cause cognitive and developmental delays. For Philly and her mother, Lissa Stiles, Riverwood is a safe haven of acceptance and support. Now a vibrant 17-year-old, Philly is an active member of the center’s competitive horse showing team and performs confidently in front of large audiences in North Carolina and Virginia. The many ribbons displayed on doors throughout the Stiles home are a testament to just how far she’s come. “We are now hanging them on her loft bed.

The Winston-Salem Foundation annual report

Riverwood received a $14,401 Community Grant in 2017 to support an executive transition from its founder to a new executive director. Since 1999, the Foundation has provided grant support to Riverwood totaling more than $187,000.

Some kids just throw them in a box, but she loves seeing her ribbons all over the place,” Lissa says. “Riverwood has been a great place for her to grow up. It is very much a family.” Finding the center has been equally important to Lissa, a veterinary technician at Shallowford Animal Hospital. “I am a single parent to a special-needs child. It can be very isolating,” she explains. “The closest friends I have made have been here, because we all are fighting a very similar battle.” From children with cerebral palsy to senior citizens with Parkinson’s disease, Pallavicini has witnessed time and again the power of Riverwood’s programs to transform lives. “Their whole self can shine through here. They are not being judged. They are not being put into a box,” the executive director says. “To take someone like Philly, who has struggled with even the simplest step-bystep directions, and watch her do a 15step dressage test from memory is really remarkable. It is just a magical place.”


“People with disabilities have an inclusive place where they can be themselves and can develop strength, mobility and relationships.” –LAURA PALLAVICINI

The Heart of Community

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TYLER GREENE

Making Her Mark

“Only you can define what success is for yourself. For me, that is making a mark on the world.” –TYLER GREENE

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By day Tyler Greene works her magic in the marketing office at Queens University of Charlotte. As communications coordinator, she’s the one who crafts the messages featured on the school’s social media sites. She’s quite good at it: one recent Facebook post garnered hundreds of views, dozens of comments and calls from local journalists interested in pursuing the story. At night Tyler heads to class on the Queens campus, where she’s earning a master’s degree in communications with a concentration in organization brand and identity. She dreams of one day becoming a communications director for a corporation or a nonprofit. And she’s well on her way to reaching it. “I want to make my mark on the world and be able to give back,” says Tyler, a 2013 graduate of Parkland High School who went on to earn a bachelor’s degree in journalism from Queens in 2017. “I want to be able to show my mom that she didn’t sacrifice everything for nothing.”

The Winston-Salem Foundation annual report

Tyler, now 24, remembers a time back in high school when college wasn’t a certainty. A scholarship from Queens and student aid support from the Foundation helped her get there. “I didn’t know how we would be able to afford college,” she says. “I am just so thankful and blessed to be in the position that I am.” The family’s ties to the Foundation go way back, says Tyler’s mother, Michelle Greene, a senior property manager with the Housing Authority of Winston-Salem. “I was the recipient of a scholarship when I was in school 20 years ago,” explains Michelle, a single mom who earned a bachelor’s degree in sociology from Winston-Salem State University in 2000. Later Michelle worked closely with the Foundation when she managed the Housing Authority’s scholarship program. “When Tyler was a child, she went to school with me, she came to my part-time job. She saw the hustle and drive that it took.”


Tyler Greene received three scholarships from the Foundation, including the Kate Allred Education Grant, the L. Gordon, Jr. and June D. Pfefferkorn Student Aid Fund Scholarship, and the Kate B. Reynolds Scholarship.

That hustle rubbed off. While earning her undergraduate degree at Queens, Tyler worked in the marketing office as a social media intern and volunteered for a digital literacy program at a community center in Charlotte. She taught classes for residents who didn’t have computers in their homes. “I am very passionate about the digital divide and the achievement gap, so any opportunity that I can be a mentor to young students or adults, I really love it,” she says. “It’s important that no matter anyone’s situation, they have someone to look up to or learn from.” Tyler graduated with honors, magna cum laude, and immediately began working full time for Queens. Last fall she began taking night classes. As a university employee, she attends tuition-free. “I definitely take after my mom. It has all worked out thanks to so many wonderful opportunities,” Tyler says. “But I learned you have to apply yourself and do the work.”

The Heart of Community

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ANN AND GENE JOHNSTON

“If you don’t take care of your own garden, then why worry about other people’s? Look after the place where you live first.” –ANN JOHNSTON

The Johnstons, who shared a passion for travel, posed for this photo in Japan, where Ann once taught school and Gene served on the USS Missouri during WWII.

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Blessed to Give Back When Ann Johnston learned of the Foundation’s deepening commitment to education, she knew her late husband would approve of her decision to invest a portion of their personal resources to further the cause. After all, Gene Johnston devoted his entire life to educating young people in Forsyth County, first as a math and history teacher, then as a principal. When he retired after a decades-long career with the school system, he worked in the highest levels of administration as assistant superintendent for personnel. What better way to honor her husband, who died in 2003, than to establish a field of interest fund that would provide Community Grants to support education? “It’s the promise of the future. You’ve got to educate those who are coming after you,” Ann says. “So many can slip through the cracks and not get the education they need.” It was education that brought the Johnstons together. Ann grew up in a family of educators: Her mother taught home economics; her father became a principal and then school superintendent in North Wilkesboro. She earned a teaching degree at Woman’s College,

The Winston-Salem Foundation annual report

now UNC-Greensboro. “The cost was low and they had a good teaching program,” Ann recalls. “I don’t know that I considered anything else.” For Gene, who grew up on a cotton farm in Mooresville, attending college was anything but a foregone conclusion. His father died young, leaving seven children behind. “Gene’s ambition was to go to college but he didn’t know how he could do that.” Fortunately, he earned a scholarship to attend Appalachian State Teacher’s College. Like many young men in 1941, his education was interrupted by a stint with the U.S. Army in the Pacific during World War II. Three years later Gene returned to finish his teaching certificate and then headed to Winston-Salem for his first teaching job at Gray High School. Ann and Gene would later cross paths at South Park Elementary School, where she taught first and second grades and he served as principal. Married with two adopted children, Gene lost his wife to cancer during that time. “After his wife died, he had been moved from South Park to Hill Junior High School and said everybody was trying to set him up with


Ann Johnston established the Ann and Gene Johnston Fund for Education in 2017 to support Community Grantmaking in the area of education. She is also a member of the Legacy Society.

somebody,” Ann says with a smile. “He turned down a lot of matches. Later he remembered this teacher at South Park, so he called her.” Gene apparently needed a partner for bridge club. Ann didn’t care much for the game but the couple hit it off nonetheless. When they married in 1963, Ann decided to stay home with the children. Today Ann lives in the Arbor Acres retirement community and feels blessed to be able to give back. “Anybody who has been in education knows how to make money stretch. That is why I feel so lucky now to be able to give back, because it hasn’t always been that way in my life.” She liked the fact that a field of interest fund provides flexibility to meet the community’s needs as they change and evolve. “That’s part of the reason I chose it. You have to trust who you are giving your money to, and I feel like the Foundation has earned that trust. They will make wise decisions with my money.”

The Heart of Community

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In 2016 and 2017, Imprints Cares received two Community Grants totaling $52,500 to support a full-time evaluator position. Since 1990, the Foundation has provided the organization with more than $310,000 in grant support.

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The Winston-Salem Foundation annual report


IMPRINTS CARES

Partnering with Families for Success Rebeca Cortez was just a junior in high school when she learned she was pregnant. She remembers feeling scared. “I was going to be a teenage mom,” she says, “and I hadn’t graduated yet.” A family member connected Cortez with Imprints Cares, a local nonprofit that strives to enrich the development of children while supporting their families through the journey of parenthood. A family educator immediately began regular home visits to help her prepare for the birth of her son Nathaniel in August of 2015 and provided ongoing support that focused on her role in nurturing his early development. Today, 3-year-old Nathaniel is meeting developmental milestones and is on track to enter school ready to learn. “I know what I have to do in order for him to get all the knowledge he needs for his age, and I am able to give him what he needs,” says Cortez, who not only finished high school but recently earned a certificate in medical office administration at Forsyth Tech. “I learn new things every day and he surprises me every day.

I like being a mom.” Nearly half of all children in Forsyth County are not prepared for kindergarten at age 5. And statistics show that children who start school behind, stay behind. “Research suggests that 80 percent of a child’s brain develops in the first three years of life,” says Claudia Barrett, executive director of the nonprofit that specializes in early childhood education. “Our core service is to help prepare parents to be their children’s very best teacher. Parents want what’s best for their children but may not know how simple interaction can impact early learning skills.” For more than 25 years, Imprints Cares has built its work around the internationally recognized Parents as Teachers model, offering tiered services aimed at meeting parents where they are. Family educators work with families through one-on-one consultations in pediatric offices, administer developmental screenings, conduct home visits, and lead group connections. Statistics bear out the success families

achieve through its Ready for School programs: 91 percent of Imprints Cares children are rated as ready for kindergarten. 95 percent of Imprints Cares parents read with their children 3 or more times a week. 99 percent of Imprints Cares participants engage in family learning activities. 98 percent of Imprints Cares children are up-to-date on their immunizations. The nonprofit’s success has hinged in large part on a commitment to continually evaluate the effectiveness of its staff and programming. Thanks to a grant from the Foundation, Laurie Brown now works as the full-time evaluator for Imprints Cares. Her ongoing assessments allow the nonprofit to learn more about the children and families it serves as well as the long-term impact in the community. Barrett believes the nonprofit’s emphasis on evaluation sets it apart. “Our organization is well-positioned to validate our work as an evidence-based model addressing the needs of children as well as impacting family dynamics and poverty.” donor & nonprofit stories

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GRANTS

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Types of Grants

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Grantmaking Partners

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Community Grants 2018

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The Winston-Salem Foundation annual report


Foundation grants provide significant support for two main constituencies: nonprofit organizations as they make our community a healthier place to call home and local students as they pursue higher education. In 2018, we made more than

$58.6 million

in total charitable grants.

79%

of those grants stayed in North Carolina

46%

of those grants stayed in Forsyth County

Of total charitable grants, we awarded more than

$1.9 million

through our Community Grants program. We provided

641 scholarships totaling more than

$1 million

in the 2018–19 school year.

Grants

[ 31 ]


Types of Grants Community Grants support charitable

Designated Grants provide long-term annual

organizations that make a positive long-term impact on Forsyth County. Funding for these important grants comes from Unrestricted and Field of Interest endowment funds and donations to the Next Century Fund. For more information, visit the Grant Seekers tab at wsfoundation.org.

support from an endowment fund’s income for one or more organizations specified by the donor at the time the fund was created.

Scholarships assist local students in paying for their post-secondary education. For more information, visit wsfoundation.org/students.

Organizational Endowment Grants provide

support to nonprofit and religious groups through endowments they have established to support their own work in the community. Donor-Advised Grants are recommended by

donors of individually-advised funds, both endowed and non-endowed.

Donor-Advised Grants (Non-Endowed) (71%) Designated Grants (7%) Organizational Endowment Grants (1%)

2018 Foundation Grants by Type ($)

Community Grants (4%) Scholarships (2%)

Donor-Advised Grants (Endowed) (15%)

[ 32 ]

The Winston-Salem Foundation annual report


Grantmaking Partners The Foundation’s staff is out in the community every day, working to strengthen local organizations and convene groups around important issues. Through Grantmaking Partners, donor-advised fundholders can support our work by making grants from their own funds to support specific Community Grant opportunities. From July 2017 through December 2018, 19 donor-advised fundholders contributed a total of $366,070 toward Community Grants and the Foundation’s Peer Project initiative supporting public education. This funding is impactful—it equates to the estimated annual income generated by a $9,151,750 endowment! We are most thankful for the support of our generous Grantmaking Partners.

GRANTMAKING PARTNERS (7/1/2017 – 12/31/2018) Edward and Barbara Beason Mike and Wendy Brenner Anna Reilly and Matt Cullinan Mary Eagan Bob and Lisa Gfeller Kirk and Pug Glenn Charlie Hemrick and Norma Charles-Sink Jennifer Chan-Huang and William Huang JT and Kelly Kappes Debbie and Jeff Long Debbie Marshall Walt and Martha Ann Murray Katherine Otterbourg Steve and Frances Porter Tim Prout Michelle and Alex Schenker Dale Seibert Philippe and Susan Sevin Peggy Taylor

Grants

[ 33 ]


Community Grants 2018 In 2018, the Foundation supported nonprofit programs with more than $1.9 million in Community Grants that are making a difference in a wide variety of areas in Forsyth County. Funding for this critical grantmaking comes from Unrestricted and Field of Interest Funds, donations to the Next Century Fund, and support from our Grantmaking Partners.


Capacity-Building Grants GOVERNANCE | LEADERSHIP | STAFF DEVELOPMENT Bookmarks

$12,688

for staff restructuring

Financial Pathways of the Piedmont

$25,000

to hire an interim chief executive officer

GreeNest

$25,000

for an executive director

HUSTLE Winston-Salem

$15,000

for interim executive director and adminstrative staff

IFB Solutions

$25,000

for staff training and coaching

Moji Coffee and More

$25,000

Piedmont Triad Regional Council

$3,000

for a general manager/executive director to conduct a housing needs assessment for justice-involved individuals

Samaritan Ministries

$23,250

for succession planning

The Centers for Exceptional Children

$16,500

for staff development

Triad Restorative Justice TOTAL

$3,970

to develop human resource tools

$174,408

LEARNING | ADAPTATION | EVALUATION Horizons Residential Care Center $17,500

for a resident communications reassessment and program restructuring

Island Culturez

$15,000

to develop a community action plan

Piedmont Opera

$25,000

for a feasibility study

ReadWS

$25,000

to hire site coordinators to provide tutor support

TOTAL

$82,500

TECHNICAL SKILLS ABC of NC Child Development Center

$25,000

for a full-time controller

Crossnore School and Children’s Home

$25,000

for speech recognition software

Eliza’s Helping Hands

$9,000

for a grant writer

Green Tree Peer Center

$9,900

for payroll and bookkeeping assistance

Korner’s Folly Foundation

$25,000

for a campaign coordinator

Piedmont Craftsmen

$25,000

for a development relations coordinator

Piedmont Environmental Alliance

$24,000

for a part-time marketing and membership coordinator

SECU Family House

$18,900

for major gift planning assistance

$25,000

to develop a marketing strategy

TCK Providence TOTAL

$186,800

TOTAL CAPACITY-BUILDING GRANTS AWARDED

$443,708

“Thanks to the Community Grant support, our new Executive Director has extended professional partnerships in the community, formalized internal communication, and by setting up new committees, evaluated our current policies and procedures.” –JAN BARBEE AND JOANNA BRITT Founders, GreeNest

Grants

[ 35 ]


Community Grants 2018, continued

Capital Campaign Grants

“Quality counseling changes lives. Nothing is as gratifying as seeing clients process their traumatic experiences using the training supported by our Community Grant and feeling better in sometimes just a few sessions.” –BRYAN HATCHER President, CareNet Counseling

Addiction Recovery Care Association (ARCA) Big Brothers Big Sisters Services

$100,000

Kaleideum

$100,000

TOTAL CAPITAL CAMPAIGN GRANTS AWARDED

$280,000

Discretionary Grants 88.5 FM/WFDD Public Radio $8,400

for a full-time education programs coordinator for a second year

A/perture Cinema $17,500

for a full-time donor and community relations manager for a second year

ABA Fund for Justice and Education

to implement a criminal justice task-force model

Ava Gardner Museum

$24,000 $7,000

for building repairs and improvements

Bookmarks $28,000

for a community outreach and facilities manager for a second year

CareNet $19,232

to provide eye movement desensitization and reprocessing training

Carter G. Woodson School of Challenge Castle Heights Neighborhood Association

[ 36 ]

$80,000

$9,800 $700

for a student and parent liaison for a third year for a neighborhood building art project

Catholic Charities Diocese of Charlotte $29,400

for a translation and interpretation network project director for a third year

Center for Creative Economy $16,458

for a part-time operations manager and a part-time marketing manager for a third year

Child Care Resource Center

$14,700

for a part-time development director for a third year

City with Dwellings

$16,500

for a full-time program director for a second year

The Winston-Salem Foundation annual report


Community Grants 2018, continued

DISCRETIONARY GRANTS, CONTINUED Community Care Center for Forsyth County

$31,500

for a full-time director of development for a second year

Community Network Building Training $1,463.57

for a community network building training for the Asset Building Coalition and the Forsyth Promise

Crisis Control Ministry

$9,310

to support the Poverty Simulation Initiative for a third year

$19,600

for a full-time advisor coordinator position for a third year

Crosby Scholars Community Partnership Dream School

$750

for a summer media workshop

Easton Neighborhood Association

$500

for a cultural immersion community day

Experiment in Self-Reliance Family Services Family Services

$40,000

to support the Building Blocks program for a second year

$12,740

for the Family Violence Prevention Initiative for a third year

$2,000

to provide direct assistance to victims of violent crime

Financial Pathways of the Piedmont

$46,000

to expand the Representative Payee Program

Financial Pathways of the Piedmont

$25,300

to support the Asset Building Coalition

Forsyth County $25,000

for the Stepping Up Process to End Recidivism project for a second year

Forsyth Educator Partnership $9,100

for the expansion of the program manager position for a second year

Goler Community Development Corporation $55,000

for community development projects in areas around Goler Memorial AME Zion Church and east Winston-Salem

H.O.P.E. of Winston-Salem

for a full-time executive director for a second year

$17,500

Habitat for Humanity of Forsyth County $22,500

for a marketing and volunteer engagement manager for a second year

Hispanic League

for a full-time development director for a second year

Hoops4L.Y.F.E iCan House Services Just for Him School of a Second Chance

$31,716 $500 $17,500 $400

for a youth basketball program for a program coordinator for a third year for a healthy eating and financial literacy program

Kaleideum $17,640

to contract with an information technology consultant for a third year

Kyndall Project

$500

for a life skills program hosted by youth and adults

Love Out Loud

$11,200

for the Pathways project for a second year

Grants

[ 37 ]


Community Grants 2018, continued

DISCRETIONARY GRANTS, CONTINUED NC Cooperative Extension Service, Forsyth County $8,000

to continue funding the restoration of the Arboretum at Tanglewood

Neighbors for Better Neighborhoods

$2,418

to purchase outcome tracking software for three years

Neighbors for Better Neighborhoods

$15,000

Next Level Youth Enrichment Program North Star Center Olio Piedmont Land Conservancy

$5,000 $15,000

for a youth coding program for a part-time center manager for a third year to expand the Youth Apprentice Program for a full-time land protection specialist for a second year

Piedmont Wind Symphony $8,400

to expand the executive director role to full time for a second year

Sawtooth School for Visual Art

for a director of data and information services

$30,000

SECCA Foundation $11,550

for a volunteer coordinator/museum preparator for a third year

Senior Services $70,000

to support programs for high-risk older adults in Forsyth County for two years

Shepherd’s Center of Greater Winston-Salem $9,800

for a part-time outreach and volunteer coordinator for a third year

Shepherd’s Center of Kernersville

$30,000

for a volunteer service coordinator

Simon Green Atkins Community $65,000 Development Corporation

for staff to manage the expansion of the business incubator facility

Smart Start of Forsyth County

for a full-time development officer

Speas Global Elementary School PTA

[ 38 ]

$800 $4,900

to provide funds for neighborhood projects and programs

$38,000 $300

for the Speas Global Elementary School soccer club

Strong@Home $50,000

for a family advocate in the Boston-Thurmond neighborhood for a third year

The Centers for Exceptional Children $30,467

for part-time staff for the infant and toddler program for a second year

The Forsyth Promise

$50,000

to support the Forsyth County Cradle to Career partnership

Twin City Youth Soccer Association

$30,000

for a director of development

Ujima Community Development Corporation $40,000

to support economic development activities in the City View neighborhood for a third year

UNC School of the Arts Foundation $4,900

for an associate director position for the preparatory dance program for a third year

The Winston-Salem Foundation annual report


Community Grants 2018, continued

DISCRETIONARY GRANTS, CONTINUED Veterans Yoga Project

$3,000

for a veteran yoga program for a second year

Wake Forest University Health Sciences

$29,000

for a dementia education coordinator

Wheels4Hope

$20,000

to establish a part-time office in Winston-Salem

Winston-Salem Tarheels Winston-Salem Delta Fine Arts Winston-Salem Indians Winston-Salem Theatre Alliance

$500 $10,000 $300 $15,000

for youth sports scholarships for a full-time executive director for a second year for youth sports scholarships for a capital campaign feasibility study

Yadkin Riverkeeper $12,250

for a full-time campaign coordinator position for a third year

YWCA of Winston-Salem/Forsyth County

$14,700

for a vice president of advancement for a third year

YWCA of Winston-Salem/Forsyth County

$15,000

for emergency repairs for the Best Choice Center

TOTAL DISCRETIONARY GRANTS AWARDED

$1,228,694

“Our grant gave us the capacity to organize more community events and increase support for keeping the river clean. An in-house coordinator enabled us to manage our membership and communications more efficiently.” –EDGAR MILLER, Executive Director, Yadkin Riverkeeper

Grants

[ 39 ]


FUNDS & DONORS

[ 40 ]

Unrestricted and Field of Interest Funds for Community Grants

42

Endowed Donor-Advised Funds

49

Designated and Organizational Endowment Funds

52

Scholarship Funds

57

The Winston-Salem Foundation Scholarship and Education Grant

59

The Winston-Salem Foundation annual report

Non-Endowed Donor-Advised Funds

60

Charitable Trusts

61

Book of Memory

62

The Legacy Society

64

Donors to Flexible Funds

68


Types of Funds

The Foundation administers more than 1,515 charitable funds for a wide variety of philanthropic purposes.

Designated Funds are set up by donors to

ENDOWED FUNDS

Unrestricted Funds for Community Grants

support strategic grants that respond to Forsyth County’s ever-shifting challenges and opportunities as they unfold. Field of Interest Funds for Community Grants

support strategic grants in broad areas of interest, including arts and culture, community and economic development, education, environment, health, or human services. Scholarship Funds are a way for donors to help local students pursue their dreams of higher education. Scholarships can have standard guidelines that support students based on merit or need, or they can have more customized guidelines.

provide ongoing support to favorite nonprofit organizations, both during their lifetime and beyond. Donors may support an organization for which they volunteer, one that has benefited their family, or a school or religious institution they have attended. Organizational Endowment Funds are established

by nonprofit and religious organizations to enhance their work in the community and to support their long-term sustainability. Endowed Donor-Advised Funds are convenient,

flexible giving tools, allowing donors to support the causes and organizations they care about. Grants can be recommended to nonprofit organizations without geographic restrictions.

NON-ENDOWED FUNDS

Non-endowed Donor-Advised Funds offer donors a simple and efficient tool for annual charitable giving. Temporary Funds are held for a limited time

for emerging organizations and individual memorial funds. CHARITABLE TRUSTS

Charitable Lead Trusts enable donors to make

significant charitable gifts for the term of the trust while transferring substantial assets to beneficiaries later. Charitable Remainder Trusts allow donors

and/or a designated beneficiary to receive income for the life of the trust, with the remainder going to support charitable causes.

Other Assets (1%) Donor-Advised Funds (Endowed) (24%)

Real Estate Funds (1%) Organizational Endowment Funds (4%) Scholarship Funds (5%)

Designated Funds (19%)

Unrestricted and Field of Interest Funds for Community Grants (12%)

2018 Foundation Assets by Fund Type ($)

Charitable Lead Trusts and Charitable Remainder Trusts (6%)

HOW TO ESTABLISH A FUND

Setting up a fund and establishing your giving legacy are simple. For more information, contact our Philanthropic Services staff at giving@wsfoundation.org or (336) 725-2382.

Donor-Advised Funds (Non-Endowed) (28%)* *includes temporary funds

Funds & Donors

[ 41 ]


Endowed Funds

Unrestricted and Field of Interest Funds for Community Grants

Unrestricted Funds support a wide variety of changing funding opportunities over time through Community Grants. Field of Interest Funds allow donors to support Community

Grants within a specific area of interest, such as arts and culture, the environment, or human services.

NEW FUNDS  (7/1/2017 – 12/31/2018)

PURPOSE

William T. and Sylvia Alderson Fund

Established by Sylvia Alderson as a donor-advised fund and converted to an unrestricted fund for community grantmaking

APL Bucket Fund

Established in honor of Annette P. Lynch, by her family, friends, and colleagues for community grantmaking

LeeAnn F. Baker Fund

Established in memory of LeeAnn F. Baker to support programs addressing mental health and children’s hunger issues

Edna and George Blanton Community Fund

Established by the Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust for unrestricted purposes

Kitty Bowman, AIDS Care Service, LGBTQ+ Fund

Established by AIDS Care Service with preference for supporting organizations serving the non-medical/physical health issues of the LGBTQ+ community

Paul and Fran Breitbach Community Fund

Established by J. Paul and Frances E. Breitbach on the occasion of the Foundation’s Centennial

Ann and Herbert Brenner Family Fund

Established by Ann Brenner and Richard and Felice Brenner on the occasion of the Foundation’s Centennial

Margaret Williams Brooks Fund

Established by the Margaret W. Brooks Revocable Trust for unrestricted purposes

Chris Chapman and Mary Beth Blackwell-Chapman Fund

Established by Chris J. Chapman and Mary Beth Blackwell-Chapman in 2010 as a donor-advised fund and converted to an unrestricted fund for community grantmaking

Sophia S. Cody Community Fund

Established by Sophia S. Cody as a donor-advised fund and endowed at her death for community grantmaking

Nancy and Scott Cramer Fund

Established by the John Scott Cramer Charitable Remainder Unitrust for unrestricted purposes

Sister Eileen Dennis, AIDS Care Service, HIV/AIDS Fund

Established by AIDS Care Service with preference for supporting organizations serving individuals with HIV/AIDS

Samuel T. and Claire T. Gladding Fund

Established by Dr. Samuel T. Gladding and Mrs. Claire T. Gladding for the field of interest of human services

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

Established by the James A. Hancock, Jr. and Martha Stockton Hancock Charitable Remainder Unitrust for community grantmaking

Mark Heyward Hoppe and Katherine Sutton Hoppe Fund

Established by Betty P. Sutton for community grantmaking in honor of her daughter

Jacqueline and A.C. Hunt Trust

Established by the Jacqueline S. Hunt CRAT for general charitable purposes

Ann and Gene Johnston Fund for Education

Established by Ann Johnston to support community grantmaking for education

Stanhope A. and Elizabeth P. Kelly Community Fund

Established by Stan and Liz Kelly on the occasion of the Foundation’s Centennial

McConnell Community Fund

Established by John and Melinda McConnell on the occasion of the Foundation’s Centennial

Rose and A.C. Motsinger, Jr. Fund

Established by the Will of A.C. Motsinger, Jr. in memory of Rose Motsinger, A.C. Motsinger, Jr. and Carlton Motsinger, III for unrestricted purposes

Charles Mull Fund

Established by Charles Mull as a donor-advised fund and converted to an unrestricted fund for community grantmaking

Next Century Fund

Established by The Winston-Salem Foundation on the occasion of its Centennial

[ 42 ]

The Winston-Salem Foundation annual report


Unrestricted and Field of Interest Funds, continued NEW FUNDS  (7/1/2017 – 12/31/2018)

PURPOSE

Pfefferkorn Family Charitable Fund

Established with testamentary gifts from L. Gordon Pfefferkorn for discretionary use as determined by The Winston-Salem Foundation Committee

Ashburn Wright Wall Pollock Charitable Trust

Establishd by Barbara Ann Wright Wall Holcomb as a donor-advised fund in 1994 and converted to an unrestricted fund upon her death in 2017

James Belk Sutton and Virginia Edmundson Sutton Fund

Established by Betty P. Sutton for community grantmaking in honor of her son

John Jackson Sutton, III and Cynthia Robinson Sutton Fund

Established by Betty P. Sutton for community grantmaking in honor of her son

Claire and Randall Tuttle Community Fund

Established by Claire and Randall Tuttle on the occasion of the Foundation’s Centennial

Winters Family Fund

Established by Vernon and Frankie Winters on the occasion of the Foundation’s Centennial

Yount Family Fund

Established by David and Susan Yount for community grantmaking

FUND

YEAR

PURPOSE

Anonymous (1) Louise and Sam Adams Community Fund

2005

Lena Albright Memorial Fund 1979

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

R. Worth Allen and Atha J. Allen Fund

2005

Established by Mrs. Atha Allen in 1989 in memory of her husband and later endowed

John W. and Alice Rose Alspaugh Memorial Funds

1964

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

John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust

1964

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

Richard E. Ashburn Trust

2002

Established by bequest as an unrestricted fund

Warren David Ashburn Fund

1968

Established for charitable purposes of the Foundation

William W. Avera and Frances H. Avera Fund

2014

Established by Bill and Frances Avera by bequest to benefit disadvantaged youth

Charles Babcock, Jr. Discretionary Fund 2006

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

Charles Babcock, Jr. Field of Interest Fund 2006

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

Mary Reynolds Babcock Cultural Improvement Fund

1950

Established for grants and loans to cultural and arts groups in the community

Agnew Hunter Bahnson and Elizabeth Hill Bahnson Memorial Fund

2011

Established with proceeds from the sale of the Bahnson House as an unrestricted fund

Nancy R. Baity Trust

2000

Established in memory of her husband Ira W. Baity, Jr. to support programs for disadvantaged children and youth

William P. and Katharine T. Baldridge Endowment

2006

Established as an unrestricted fund

Bank of America Corporation Fund

1995

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

BB&T Fund

1994

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

Clifton E. and Ruth Brewer Beck Memorial Fund

2010

Established through the estates of Clifton and Ruth Beck

George and Edna Blanton Fund

2010

Established with the remainder of the George and Edna Blanton Charitable Annuity Trust

Blount Fund

2010

Established by Frederick A. Blount, MD to support programs for high-risk youth and single teen parents

Lila Church Bradford Memorial Fund

1999

Established as an unrestricted fund

John W. Burress Community Fund

2007

Established as an unrestricted fund

Funds & Donors

[ 43 ]


Unrestricted and Field of Interest Funds, continued

FUND

YEAR

PURPOSE

Albert L. Butler, Jr. Fund

1997

Established by the Kate B. Reynolds Charitable Trust in memory of Mr. Butler to support the poor and needy

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

2000

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 for Youth

1970

Established in 1970 and repurposed in 2011 to benefit worthy children in Forsyth County in their suitable maintenance

D. Elwood Clinard Charitable Trust

1974

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

Community Arts Fund

1985

Established to support programs of arts organizations

Community Grantmaking Fund

1919

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

Franklin Cromer Cordell Fund

1994

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

Rufus W. Dalton Trust 1983

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

Eugene and Iola Daniels Memorial Trust Fund

Established by the estate of Bobby A. Daniels to benefit mentally handicapped people of Winston-Salem and Forsyth County

1998

Marcus Lew Davis Memorial Fund

2004

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

Richard and Becky Davis Fund for Education

2010

Established by Richard N. Davis with a grant from the Kate B. Reynolds Charitable Trust to honor his board service

Thomas H. Davis Trust

1992

Established with special emphasis on programs for youth

James R. Deadrick Fund

1989

Established by bequest as an unrestricted fund

Marian G. and Charles W. DeBell Trust

2001

Established as an unrestricted fund

John and Julia Denham Fund

2007

Established as an unrestricted fund

Elaine Dowdell Fund for Arts and Culture

2014

Established through the estate of Elaine Dowdell for the field of interest of arts and culture

Elizabeth T. Edmondson Fund

2015

Established with the charitable remainder of the Elizabeth T. Edmondson Irrevocable Living Annuity Trust

Eisenberg Family Fund for Arts and Culture

2007

Established as a field of interest fund to support arts and culture

Robert A. and Constance C. Emken Education Fund

2000

Established to support educational programs

Fenwick-Rice Fund 2004

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

Victor I. Flow, Jr. Family Fund

2000

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

Harriet Taylor Flynt Fund

1998

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

Jessica T. Fogle Fund

1964

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

Claire Lockhart Follin-Mace Fund

1991

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

Louise Futrell Fund

1991

Established by bequest as an unrestricted fund

James A. and Elizabeth K. Fyock Fund

2016

Established by James A. and Elizabeth K. Fyock in 1999 as an advised fund and converted to an unrestricted fund in 2016

Gaddy Educator Fund

2010

Established by Joe and Margaret Gaddy to provide mini-grants for the professional staff at R.J. Reynolds High School

Chrissy Gallaher Victim’s Assistance Fund

1992

Established in honor of Chrissy Gallaher by family and friends to support victims of violent crimes

[ 44 ]

The Winston-Salem Foundation annual report


Unrestricted and Field of Interest Funds, continued

FUND

YEAR

PURPOSE

Ava Gardner Fund

2005

Established by the Ava Gardner Trust for community grantmaking

Linda and John Garrou Charitable Fund

2016

Established by John and Linda Garrou for community grantmaking

Edna B. Parkin Georges Animal Fund

1996

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

Edna B. Parkin Georges Youth Fund

1996

Established by bequest to benefit disadvantaged youth

Vera Goldberg Memorial Fund

1998

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

Joseph G. Gordon Fund

1997

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

Vergil and Vicki Gough Fund

2008

Established as an unrestricted fund

Howard Gray Endowment

1987

Established as an unrestricted fund

James A. Gray Family Fund

1989

Established as an advised fund, then converted to an unrestricted fund at Mr. Gray’s death

J. Beeson Grubbs Fund

2013

Established with the remainder of a charitable trust

William N. Hailey Fund

2004

Established with the remainder interest from the William N. Hailey CRT

Bill and Helene Halverson Fund

2006

Established as an unrestricted fund from a bequest by John W. Halverson

Barbara Lasater Hanes Trust

1988

Established as an unrestricted fund

Ann S. and F. Borden Hanes, Jr. Endowment

1998

Established by Mr. and Mrs. F. Borden Hanes, Jr. as an unrestricted fund

James R. Hankins Fund

1967

Established by bequest as an unrestricted fund

Carl W. and Annie M. Harris Endowment

1970

Established by bequest as an unrestricted fund

Samuel A. and Roslyn S. Harris Fund

1980

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

Eugene R. Heise Charitable Fund

2013

Established as a field of interest fund to support human services

Vicki Van Liere Helms Art Fund 2004

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

Bob and Ruth Herring Fund

2003

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

Margaret and Harrell Hill Fund

2007

Established as an unrestricted fund

William D. and Jane F. Hobbs Fund

2008

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

William and Allan Hollan Charitable Fund

2004

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

Raymond B. Hooker, Jr. Fund–Unrestricted

2000

Established by an estate gift as an unrestricted fund

Mae W. Hubbard Trust 1987

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

B.F. Huntley and Josephine Huntley Trust 1997

Established by Mr. and Mrs. Huntley’s grandchildren and great-grandchildren in their memory and in honor of their daughter, Kathleen Huntley Spencer on her 95th birthday

Allan M. Hutcherson Fund 1944

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

Allie and Frances Hutchison Fund for the Community

Established by Allie and Frances Hutchison as an unrestricted fund

2013

Earline heath King Fund

2005

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

Louis and Gretchen Klaff Trust

2010

Established by bequest from Louis and Gretchen Klaff to support at-risk children

Funds & Donors

[ 45 ]


Unrestricted and Field of Interest Funds, continued

FUND

YEAR

PURPOSE

Martha K. Knott Fund

1926

Established to provide support for general charitable purposes

Doris Joyce Kohfeldt Educator Fund

2016

Established by D. Joyce Kohfeldt to help support and sustain the Foundation’s Teacher Grants program in Forsyth County

R. Edward Lasater Endowment Fund

1950

Established to provide support for general charitable purposes

Lassiter Animal Welfare Fund

2003

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

Lipscomb Fund

2004

Established in honor of Guy and Margaret Lipscomb by their granddaughter

Frank E. Llewellyn T.B. Fund 1970

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

John C. Long, M.D. Fund

1994

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

Elizabeth Lovett Education Endowment

1996

Established as a fund to support education

Thomas Jack Lynch Memorial Fund

1996

Established by an estate gift as an unrestricted fund

Harvey Seward Martin Fund

1996

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

Masich Fund

2004

Established by Jane and Tony Masich as an unrestricted fund

Drane V. McCall Fund for Winston-Salem Beautiful

2008

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

John Alexander McClung, DDS, FACD Trust 1994

Established by Mary Louise Gray in memory of her father to support Christian-related programs or organizations in the local community as determined by the Foundation

Isabel McRae Fund

Established by bequest as an unrestricted fund

1981

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

Mil and Marsh Naugle Community Fund

2013

Established as an unrestricted fund

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

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

1976

Jeannette Norfleet Fund 1982

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

Dr. Calvin and Ruth H. Ogburn Trust

1978

Established to provide support for general charitable purposes

Margaret W. Parker Fund

1997

Established as an unrestricted fund

Otis B. and Genevieve Parrish Fund

1987

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

Mary A. Payne Charitable Fund for Human Services

2009

Established by the Mary Ann Payne Revocable Charitable Trust to benefit human services

Thomas R. and Georgia L. Pepper Family Fund

1997

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

Kerr and Naomi Pinnix Discretionary Fund

2006

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

Pfafftown Jaycees Community Fund

2005

Established by the Pfafftown Jaycees

Pleasants Hardware Company Trust

1987

Established for general charitable purposes

Nancy T. Pleasants Community Development Fund 1997

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

Ruth M. Pleasants Fund

Established with the remainder of a charitable trust to support worthy public purposes

[ 46 ]

2014

The Winston-Salem Foundation annual report


Unrestricted and Field of Interest Funds, continued

FUND

YEAR

PURPOSE

Virginia S. Pleasants Fund

1996

Established by an estate gift as a discretionary fund

Bess Gray Plumly Fund

1965

Established by bequest for general charitable purposes of the Foundation

Etta Mae Pope Trust

2000

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

Stokes Ivey and Orpha Marie Leonard Pope Family Trust

2000

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

Donna Germain Rader and Martin H. Rader Fund 2005

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

R.J. Reynolds Tobacco Company Fund

1975

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

Mary Neil Henderson Rice Fund

1998

Established by Thomas B. Rice, III in memory of his mother as an unrestricted fund

Mr. and Mrs. Thomas B. Rice Memorial Fund

1991

Established by family and friends for general charitable purposes

John S. and Jacqueline P. Rider Fund

2013

Established with the remainder of the Jacqueline P. Rider charitable remainder unitrust

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

Dalton D. and Sarah Shore Ruffin Fund

2004

Established by beneficiary designation of the Sarah S. Ruffin IRA

Kenard Eugene Sales Memorial Fund

2001

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

Richard K. Scott Memorial Fund

2011

Established by clients of Mr. Scott as an unrestricted fund

Louis and Jane Shaffner Fund

2007

Established as an unrestricted fund

Adrian R. and Robert D. Shore Fund

2015

Established by Robert and Adrian Shore in 1999 as a donor-advised fund and converted to an unrestricted fund in 2015

Emma Jane Skinner Fund

2001

Established by Frank B. Hanes to support human services organizations

Ann Lewallen Spencer Fund for Education

2016

Established with the remainder of the Ann Lewallen Spencer Scholarship Fund for the field of interest of Education

Peggy and Ralph Stockton Fund

1995

Established as an unrestricted fund

Ralph and Frances Stockton Trust

1993

Established as an unrestricted fund

Colin and Mary Louise Stokes Fund

1991

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

Lillian S. Stultz Fund

1982

Established by bequest for general charitable purposes of the Foundation

Sturmer Samaritan Fund 1997

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

Edward and Mary Alice Tarulli Fund 2006

Established with the remainder of a charitable 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

Frances and Jesse Temple Fund

2013

Established with the remainder of two charitable trusts created by Jesse C. and Frances S. Temple

M. Louise Thomas Fund

2013

Established by Louise Thomas through a charitable remainder trust for unrestricted purposes

J.C. Tise Fund 1927 Nelson and Dorothy Tomlinson Fund

1997

Twin City Hospital Funds 1920

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

Funds & Donors

[ 47 ]


Unrestricted and Field of Interest Funds, continued

FUND

YEAR

PURPOSE

Wachovia Bank of North Carolina Fund 1994

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 through the estate of Nell Kerns Waggoner

Maytrice Walton Fund

2010

Established to support elementary school teacher grants

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

Debra Lynn Westrick & Pamela Carol Westrick Educational Fund

2016

Established by the estate of Pamela Carol Westrick for an educational advancement fund for children

A. Tab Williams, Jr. Crime Prevention Fund

1996

Established by the A. Tab Williams, Jr. Charitable Lead Annuity Trust for crime prevention programs

A. Tab Williams, Jr. Public Education Fund

1996

Established through a charitable lead trust to support public education in Forsyth County

Anne Hanes Willis Fund 1997

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

Bobby Ray Wilson Human Fund

Established to benefit incarcerated persons in Forsyth County

1996

Nancy H. Wilson Fund

2009

Established by bequest for unrestricted purposes

Winston-Salem Foundation Staff Endowment

2002

Established by B. Thomas Lawson in honor of his former Winston-Salem Foundation colleagues

Edna Motsinger Wooten Fund

2010

Established by bequest for unrestricted purposes

Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped

1984

Established to provide recreational opportunities for the handicapped

Blanche Raper Zimmerman Fund 1986

[ 48 ]

The Winston-Salem Foundation annual report

Established to offer scholarships for Forsyth County teachers to increase their understanding of and appreciation for world cultures


Donor-Advised Funds enable up to two family generations to make charitable grant recommendations before converting to another endowed fund type. These funds can simplify charitable giving and are an attractive alternative to a private foundation.

Endowed Funds

Donor-Advised Funds NEW FUNDS

(7/1/2017 – 12/31/2018)

Elizabeth E. and Henry M. Booke Trust

1994

Thomas Lenoir and Anna Hanes Chatham Fund

1998

2018 Fund

Sam and Anne Booke Family Trust

1989

Gerald L. Chrisco and Allison D. Chrisco Charitable Fund

2013

Batson Family Fund

Julian R. and Mary P. Bossong Fund

1998

Robert Clark Family Fund

1997

Jean Taylor Cox Charitable Fund

Skip and Beth Boswell Trust

2007

Phillip M. Clifton, MD Memorial Fund for Children

2003

Elizabeth W. Fields Charitable Fund

Nick and Nancy Bragg Arts Fund

2013

Brenda Kulynych Cline Fund

1998

Furr Family Fund

Braswell Family Charitable Fund

1995

Clover Street Fund

2003

Vergil Gough Fund

Ann and Herbert Brenner Charitable Fund

2015

Ron and Jeff Coppage Cancer Fund

1999

Dr. Edward Grey’s Brothers and Sisters Fund

Felice and Richard Brenner Fund

2014

A. Robert Cordell Family Trust

1998

McConnell Family Endowed Fund

Mike and Wendy Brenner Trust

2002

Joan R. and David L. Cotterill Advised Trust

1994

Richard G. Pfefferkorn Advised Fund

Paul and Judy Moore Briggs Family Fund

2000

Creative Corridors Coalition Fund

2016

Susan D. Pfefferkorn Advised Fund

Royall and Alice Brown Advised Trust

Credence Fund

1997

1993

C. Edward Pleasants, Jr. Lifetime Achievement Award

Royall R. Brown, Jr. Advised Trust

1992

Bill and Betty Gray Davis Fund

Sarah MacGregor Ruffin Charitable Fund

Christopher David Budd Fund

1996

John and Terrie Davis Family Fund

Arthur Tab Williams, Jr. and Elizabeth T. Williams Family Fund

Joseph R. Budd Family Trust

Grant and Laura Williard Charitable Fund

Nathan, Jordan, and Nicholas Budd Fund

Richard P. and Sylvia S. Budd Fund FUND

YEAR

Anonymous (9) Thomas R. Adams Advised Fund Susan and Jerry Arnold Trust

2014

1999

1997

Deem/Turner Charitable Endowed Fund

2012

1998

DeForest Family Fund

2003

1983

Driscoll Family Fund

1997

Burr Family Trust

2006

Nancy W. Dunn Trust for Spiritual Development

1995

John W. Burress Advised Fund

2008

EHI Fund

Cardwell-Archer Charitable Fund

2001

Elkin Community Trust

1993

2004

Douglas and Marilyn Cardwell Fund

2010

C.B. Eller Education Fund

1987

Philip S. Auchincloss Fund

2000

Mary J. and Kenneth P. Carlson Advised Fund

2000

Grace H. Emken Fund

1993

Robert G. Auchincloss Fund

2000

Carr Family Advised Fund

2006

Robert A. and Constance C. Emken Fund

2014

Sam N. Carter and Pauline H. Carter Fund

2000

Ann and John Faris Community Fund

2008

Dan and Margaret Austell Fund

2011

2000

2015

Marshall B Bass Children’s Fund Endowment

2004

Cawood Courage Fund

1993

Finley-Anderson Fund

1994

Bartlett and Wyatt Bassett Fund

2004

Lee Chadwell Fund

2002

Firetree Fund

2008

Andrew Beattie Endowment

2010

Chuck and Bobbie Chambers Advised Trust

1992

Robert and Carol Ford Charitable Trust

1996

Bert and Joy Bennett Family Fund

2012

Chapman Family Fund

2010

For Katie’s Sake Endowment

2012

Black Philanthropy Initiative Endowment

2013

Lucy Hanes Chatham Fund

1949

Andrea and Brian Fox Fund

2013

Ted and Charlotte Blount Fund

1997

Lucy Hanes Chatham Library Fund

1951

Fries-Willingham Fund

2011

Karla Bolen Memorial Fund

2003

Richard T. Chatham Fund

1972

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

1996

Funds & Donors

[ 49 ]


Endowed Donor-Advised Funds, continued

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

1998

Stanhope A. and Elizabeth P. Kelly Family Advised Fund

2012

Katherine W. Otterbourg Fund

2003

James E. Gay III Family Fund

2015

Kind Kids Care Advised Fund

2012

Barbara and C.T. Overby Youth Golf Fund

2006

Genesis Fund

2007

Dale King Fund

Barbara M. Page Fund

2013

Glade Valley School Fund

1988

L. Andrew Koman and Leigh E. Koman Fund

1999

Marlene and Craven Page Trust

1997

Annie Bennett Glenn Fund

2010

Thomas J. and Lynne Koontz Charitable Trust

1996

Dwight E. and Annie E. Pardue Fund-Dwight E. Pardue, Jr.

2016

Madlon and Kirk Glenn Family Fund

2010

Lippard Traumatic/Acquired Brain Injury Fund

2011

Dwight E. and Annie E. Pardue Fund-Richard Pardue

2016

2004

Alice Jane Goodson Fund

2011

Logan Fund for Arts and Culture

2016

Harry O. and Margaret W. Parker Family Trust

2006

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

1991

Jeff and Debbie Long Fund

2012

Nathan E. and Lisa J. Parrish Advised Fund

2007

Lowy Family Fund

1997

Eugene and Ann Paschold Fund

1996

William A. and Georgia H. Goodson Fund

1968

M3 Family Fund

2012

Pauline Davis Perry Fund

1996

Louis and Marcia Gottlieb Family Fund

1996

Jim and Mary Allen Martin Fund

2012

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

1993

Bernard and Anne Howell Gray Advised Fund for the Community

1998

McGowen Charitable Fund

1996

Steve and Carolyn Phelps Fund

2011

Green Angel Fund

1997

McGuirt Family Fund

1996

Piedmont Federal Fund

1993

J.T. Greene, Jr. Charitable Trust

1995

McHugh Family Fund

2012

Ruth M. and Clifton E. Pleasants Trust

1990

Emily Grousbeck Fund

1988

J. Frank and Laura Turnage McNair Charitable Trust

1996

Ruth M. Pleasants Family Fund

2015

George and Hoyte Hall Family Advised Fund

2014

William and Kim Means Charitable Fund

1996

Frances and Steve Porter Family Fund

2010

Hanes Family Downtown Fund

2003

R. Philip and Charlotte M. Hanes Community Trust

1988

Harrison Family Fund

2001

Hatchell Fund for the Community

2017

Sam and Kathryn Hauser Fund

2005

Thomasine Herring Hayes Fund

2009

Steve and Ann Hendrix Fund

2001

Emily Millis Hiatt Fund

2010

Dorothy R. Hilton and J. Glenn Hilton Family Fund

2012

Judith Hoots Family Fund

2005

Leonard Howard and Wilma G. Howard Fund

2014

David A. and Roberta W. Irvin Fund

2000

Janeway Family Fund

1996

W.T. and Mary Cobb Jenkins Family Fund

2005

Florinda C. Johnson Charitable Fund

2005

Garland Johnson Fund for the Benefit of Elkin Public Library

2001

J. Michael Johnston Memorial Fund

1996

Jones Family Fund

2006

Leon and Renee Kaplan Fund

1999

[ 50 ]

Medlin Charitable Fund

1994

Billy D. and Deborah Prim Donor Advised Fund

2004

John and Kelly Merritt Family Charitable Trust

2007

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

2007

James and Deborah Millis, Jr. Fund

2009

David and Deborah Rice Fund

1995

James H. Millis, Jr. Family Advised Fund

2012

Roaring Gap Community Fund Endowment

2010

William B. Millis Family Advised Fund

2015

Roaring Gap Fund Education Endowment

2011

Dr. John H. and Elizabeth B. Monroe Fund

2002

T. Wayne Robertson Memorial Fund

1998

Morris and Denise Moore Charitable Trust Fund

2017

Roslyn Trust

2000

Elsie L. Morris Fund

1999

Rubin Family Fund

2000

Morgan Family Charitable Trust

2010

Tom and Kathy Rucker Charitable Trust

2000

Gene and Margaret Motsinger Family Fund

2006

Guy and Liz Rudisill Fund

1993

Neal Family Fund

2001

Benjamin and Avon Ruffin Family Fund

2007

Lucian and Robie Neal Fund

2002

Jack and Betty Runnion Fund

1996

Stephen L. Neal Advised Fund

1997

Britton Rudolph Noel Sams Advised Fund

T. David Neill Family Fund

1998

Pearl and Ray Sams Family Trust

2000

2013

Henry McVeigh Noel II Advised Fund

2013

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

2005

O’Brien Family Fund

2005

Daniel and Linda Sayers Charitable Fund

1996

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

2007

Margaret Scales and Graydon Pleasants Endowment

2007

Kevin and Wendy Oliver Advised Fund

2013

Michelle and Alex Schenker Fund

2015

Orr Family Charitable Trust

1999

Andrew J. and Ellen N. Schindler Advised Fund

The Winston-Salem Foundation annual report

2004


Endowed Donor-Advised Funds, continued

Serendipity Fund

2015

A.T. Williams Oil Company Fund

1988

Marcus and Jacqueline Shelton Family Fund

2015

Catherine R. Williams Family Fund

2003 2006

SKM Charitable Fund

2004

John W. and Donna H. Willingham Advised Fund

Katie Sleap Memorial Fund

2005

Diana Dyer Wilson Endowment Fund

Zach Smith Fund

2009

Jane Butler and J.D. Wilson Family Trust

F. Conard and Jean Snyder Fund

2005

Paula Wimmer Memorial Fund

William A. and Eleanor W. Starbuck Advised Fund

2010

Windfall Fund

William A. and Eleanor W. Starbuck Charitable Fund

2010

Ann King Windham Fund

1971 1983 2006 2012 2004

Nealie Belk Stevens Fund

1962

Winston-Salem Dash Baseball Community Trust

1999

John Stewart Charitable Fund

2014

Richard and Wendel Stockton Fund

1997

Winston-Salem/Forsyth County Economic Development Fund

1985

Janice Kulynych Story Fund

1998

Charles V. Taft Family Charitable Trust

1995

Winston-Salem Forsyth County Excellence in Education Endowment Fund

1982

John A. and Marguerite B. Taylor Fund

1986

Winston-Salem Regional Association of REALTORS Charitable Fund

2005

Jim and Janet Thompson Family Gift Fund

2016

Winston-Salem Twin City Host Lions Club Endowment Fund 1999

Thompson/Rotary Club of Winston-Salem Educational Fund 1950

Wolfe Family Fund

Thornton Family Fund

2001

Woman’s Club of Winston-Salem Fund

Tuttle Family Charitable Fund

2005

Women’s Fund Endowment

2000 1935 2007

Harry and Nancy Underwood Advised Trust

1994

Rick and Lyn Worf Fund

1998

Margaret M. Urquhart Advised Fund

2001

Elizabeth L. Wyeth Fund

1998

Robert W. Van Camp Advised Fund

2015

Bryan D. Yates Fund

2013

Carolyn H. Vaughn Fund

1997

JoAnn M. Yates Fund

2008

Wall Family Trust

2002

Lynn and Jeff Young Charitable Fund

2010

Ward Family Advised Trust

1995

Molly Millis Young Fund

2010

Sharon L. Washington-McBryde Memorial Fund

2005

Yasser and Georgia Youssef Family Trust

2008

Youth Grantmakers in Action Fund

2004

Bill and Judy Watson Fund for the Arts Edward Kent Welch Memorial Fund

2011 2005

Funds & Donors

[ 51 ]


Designated Funds are established by

Endowed Funds

Designated and Organizational Endowment Funds NEW FUNDS  (7/1/2017 – 12/31/2018)

donors who wish to provide annual support to specific charities in perpetuity. Charitable organizations can establish Organizational Endowment Funds to enhance their work and support their long-term sustainability.

PURPOSE

Edna and George Blanton Charitable Fund

Established with the remainder of the Edna Newsome Blanton Charitable Annuity Trust for multiple organizations

Ann Blanton Breese Fund for Laurel Ridge Moravian Camp and Conference Center

Established by the charitable remainder trust of Ann Blanton Breese for the Laurel Ridge Moravian Camp and Conference Center

Ann Blanton Breese Fund for Moravian Music Foundation

Established by the charitable remainder trust of Ann Blanton Breese for the Moravian Music Foundation

Matthew Alan Gfeller Fund for Summit School

Established by Bob and Lisa Gfeller for Summit School to provide tuition assistance to students with financial need and for annual maintenance of the Matthew Gfeller Weight Room

Phil and Linda Martin Designated Fund

Established by Phil and Linda Martin for Augsburg Lutheran Church and Lenoir-Rhyne University

Jean M. and James E. Messick, Jr. Designated Fund

Established by Jean and Jim Messick for the Christina Warren Messick Scholarship Fund at St. John’s Lutheran School.

George Elias Nissen House Endowment

Established by the Lewisville Historical Society for the restoration and maintenance of the historic George Elias Nissen House

L. Gordon and June D. Pfefferkorn Trust—2

Established by L. Gordon and June Pfefferkorn as a donor-advised fund and converted to a designated fund for four colleges and schools

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

Established by L. Gordon and June Pfefferkorn as a donor-advised fund and converted to a designated fund for four colleges and schools

Ann Carter Pollard Fine Art Fund

Established by the Will of Ann Carter Pollard, in loving memory of her parents, Hugh Cater Pollard and Pansy Wimbish Pollard, and her sister, Jane Stuart Pollard Myatt, to support two museums of fine art

St. Paul’s Episcopal Church Cornwall Music Fund

Established by St. Paul’s Episcopal Church to support the music ministry

St. Paul’s Episcopal Church Denver Fund

Established by St. Paul’s Episcopal Church to help clergy with moving expenses and loans

St. Paul’s Episcopal Church Restricted Fund

Established by St. Paul’s Episcopal Church to support youth ministries, including the scouting program at St. Paul’s

Lucretia Wilson Sills Memorial Music Fund

Established by friends and family of Lucretia Wilson Sills in her memory to support musical instruments for the Winston-Salem/Forsyth County Schools

Morris and Lillian Sosnik Memorial Fund

Established by Morris and Lillian Sosnik for the Arts Council of Winston-Salem and Forsyth County, to bring lecturers, musicians, and artists to Winston-Salem and Forsyth County

Robert L. and Elizabeth M. Strickland Fund Established by Bob and Betty Strickland for St. Paul’s Episcopal Church in Wilkesboro for St. Paul’s Episcopal Church in Wilkesboro F. Nelson and Dorothy E. Tomlinson Fund for Arbor Acres in memory of Dorothy E. Tomlinson

Established by F. Nelson Tomlinson for Arbor Acres

Virginia Burris Trivette Fund

Established by the charitable trust of Jenny Trivette for Maple Springs United Methodist Church

Wanderlust Fund

Established by Hans W. Wanders for Belmont Hill School

A. Tab Williams, Jr. Unrestricted Fund for Rose Hill

Established by the A. Tab Williams, Jr. Revocable Trust for Rose Hill Free Will Baptist Church

[ 52 ]

The Winston-Salem Foundation annual report


Designated and Organizational Endowment Funds, continued

FUND

YEAR

Anonymous (1)

Betty Lynn Scholarship Endowment

2007

R. Harold and Aleta Griffin Ellison Fund

2015

Richard and Sylvia Budd Endowed Christian Fund

2014

Enrichment Center Endowment

2006

2011

Adam Legacy Endowment Fund

2013

Buena Vista Median Restoration Endowment

2005

Nick Bunce Friendship Fund

2002

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

1999

Louise and Sam Adams Designated Fund Louise S. and Samuel C. Adams Trust

2013

Bess Lee Burke Memorial Fund

2003

John H. Felts, M.D. Fund

2000

Joyce Adger Endowment for Bethesda Center

2009

Albert L. Butler, Jr. and Elizabeth Bahnson Butler Fund

Emily Allen Wildflower Preserve Protection and Management Endowment

2001

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

Celeste Tucker Alspaugh Memorial Trust

1964

Camp Civitan Fund

John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust-Children’s Home

1964

American Red Cross (Northwest North Carolina Chapter) Endowment Fund

1997

Amos Cottage-Harry O. Parker Wing Fund Arts Council Endowment Fund Arts for Life Endowment

2004 1957 2008

Ashburn Trust-Bowery Mission and Young Men’s Home

1970

Ashburn Trust-World Vision

1970

Associated Charities Fund

1928

Aunt Pauline’s Pantry Fund

2013

Sarah Austin Child Development Center Trust

1995

Sarah Austin Family Services Shelter Trust

1991

2011 2000

Forsyth County Dental Society Endowment

2010

Forsyth Jail and Prison Ministries Endowment

2002

Cecil and Henrietta Foushee Fund for Maple Springs

2013

1986

Friendship Force of Central North Carolina Fund

1987

William Joyce Camp Dogwood Endowment

1995

Guy R. and Florence M. Fulp Charitable Trust

2000

Martha B. and Robert M. Carlisle, Jr. Fund

2015

Sandra Gallant Mental Health Association Endowment

2014

Dorothy M. Carpenter Fund

2008

Galloway Memorial Episcopal Church Endowment

2009

Carr Family Fund-Designated

2006

Germanton United Methodist Church Fund

2005 2008

Centenary United Methodist Church Sunday School Fund

1927

J. Kirk Glenn Jr. Endowment for Crisis Control Ministry

The Centers for Exceptional Children Endowment

2010

Goodwill Industries of NW NC, Inc. Endowment

1997

Perry B. Clark Memorial Fund of Leadership Winston-Salem

1987 2011

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

1998

A.F. Clement Trust-Designated

Grace Court Trust

1996

Margaret N. Graham Art Fund

1942

Community Care Center for Forsyth County, Inc. Endowment 2007

Bowman and Gordon Gray Trust

1970

Community Marrow Donor Program, Inc. Forsyth County Area Endowment

Bowman Gray Trust-Bowman Gray School of Medicine

1970

Joel and Blanche Clingman Charitable Trust College Park Baptist Church Endowment Fund

2009 2013

2000

Gordon Gray Trust-Bowman Gray School of Medicine

1982

1986

James A. Gray Endowment

1946

Planned Parenthood Dewitt Cordell Education Endowment

1987

James A. Gray Foreign Mission Fund

1948

Florence Corpening YWCA Mission Fund

2012

Group Homes of Forsyth, Inc. Endowment

1993

Mary Ruth B. Barrett Fund

2006

Nottie Riddle Cook Fund

Celestine Pate Bass Memorial Hospice Fund

2007

Marshall B Bass Best Choice Center Endowment Fund

1997

Marshall B Bass Fund for Senior Services

2008

Athalene Couch Fund

2012

Habitat for Humanity of Forsyth County Endowment Fund-II 1999

Marshall B and Celestine P. Bass Endowment

2008

Crimestoppers Endowment Fund

1992

Frank Borden Hanes, Sr. Fund

2014

Bill and Hallie Beckerdite Trust Fund

2010

Crisis Control Ministry, Inc. Endowment Fund

1987

2014

Crosby Endowment Fund

1987

Gordon Hanes Memorial Endowment for Crisis Control Ministry

1995

Bellin Charitable Fund Nathalie L. Bernard Fund

1963

Crosby Scholars Endowment Fund

2008

Jacob F. Hanes Fund for The Children’s Home

1935

Big Brothers/Big Sisters Services, Inc. Endowment

1996

Selden Cundiff Memorial Trust

2002

Jacob F. Hanes Fund for Superannuated Methodist Ministers 1935

Mary Leight Booe Fund

1989

Bunny and Bill Davis Highland Scouting Fund

2000

Joan H. Hanes Fund

1983

Elaine Dowdell Designated Fund

2014

Virginia Scully Hart Memorial Fund

2012

Carolyn G. and Charles H. Duckett, MD Endowed Fund

2013

Lewis Lee and Suzanne Ellis Hawley Memorial Fund

2008

2011

Charles E. and Pauline L. Hayworth Fund

1994

Daniel and Jo Ann Boucher Industries for the Blind Endowment

2004

Gertrude and Morris Brenner Fund

1993

Ann Brenner Fund for Temple Emanuel

2015

Elkin Public Library Endowment

Funds & Donors

[ 53 ]


Designated and Organizational Endowment Funds, continued

FUND

YEAR

Regina Derwin Lofland Fund

2013

Thomas K. Hearn, Jr.-Leadership Winston-Salem Scholarship 2010

Elsie Ann Long Memorial Fund

1995

Henderson Endowment for Galloway Memorial Episcopal Church

2010

Love’s UMC Capital Needs Fund

2008

Love’s United Methodist Church Memorial Fund

2008

Ada Hill and Jesse Davis Powers Fund

2005

Jennifer Lowy-Dock Fund

Mary Hill Habitat for Humanity Fund

1996

Lowy Fund-Shepherd’s Center

2000

Lawrence and Wilda Hine Charitable Fund

2011

Anne and Bill Magness Meals-on-Wheels Fund

2008

Hispanic League Scholarship

2013

Bonnie B. and James C. Messick Charitable Fund

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

2008

James E., Jr. and Betty Jones Holmes Fund

1999

Lawrence Byerly Holt, MD Memorial Fund

1988

Raymond B. Hooker, Jr. Fund-Designated

2000

Hope Trust of Crisis Control Ministry

1995

Judith and Marbry Hopkins Endowment

1996

Louise S. Hunter Fund

2004

Missy Hunter Fund for NCSICA

2014

Viola and Dwight Jackson Memorial Fund

1999

Ella Mae Johnson Fund

1994

Johnson Family Cemetery Trust Fund

1999

Jimmy Johnson Memorial Fund

2005

Johnson Legacy Fund for Art

2012

June Porter Johnson Fund for Salem Academy and College

1997

2013

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

Mil and Marsh Naugle Fund

1999

North Carolina Academy of Physician Assistants Endowment 1992 George S. Norfleet Bible Fund

1932

Don and Elaine North Education for Justice Endowment Fund 2015 Elizabeth C. and Ralph B. Ogburn Fund

1984

Old Hickory Council/Camp Raven Knob Endowment

1989

Old Hickory Council Endowment Fund

1997

Outer Banks Relief Foundation Fund

2011

2006

Harry O. and Margaret W. Parker Ophthalmology Research Fund

2004

Norman Johnson Endowment for Piedmont Opera

2014

Margaret W. Parker Fund for Amos Cottage-Discretionary

2004

Trey Jones Philmont Scholarship Fund

2007

Margaret W. Parker Fund for Amos Cottage-Operations

2004

Junior League of Winston-Salem Endowment Fund

1998 2006

Margaret W. Parker-Ronald McDonald House of Winston-Salem Endowment Fund

1998

Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center

Otis B. and Genevieve W. Parrish Endowment Fund II

1992

Jane R. Kennedy Endowment Fund

1989

Bob Pate Memorial Fund

1987

Louis and Gretchen Klaff Trust-Designated

2010

Mary A. Payne Charitable Fund

2009

Petro Kulynych/Blue Ridge Parkway Foundation Endowment 2003

Lucy Paynter Fund

2005

Petro Kulynych Community Fund

2012

Peace Haven Baptist Church of Winston-Salem Endowment 2010

John W. Landingham Fund

2009

Fred Taylor Peden Trust of St. Paul’s Wilkesboro

2001

Peggy Bowen Leight Fund

2001

Penland Endowment for Art Education

2010

Maintenance Trust for Lewisville United Methodist Church

1998

Penland School of Crafts Fund

1983

Little Theatre Endowment Fund

1996

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

1997

[ 54 ]

The Winston-Salem Foundation annual report


Designated and Organizational Endowment Funds, continued

FUND

YEAR

Sandehill Recreation Fund

1986

Jesse C. Temple Trust Fund

2013

Louise A. Peterson Trust

2002

JoAnne Vernon Sawtooth School for Visual Art Endowment

1996

Stuart C. Thomas Designated Fund

2013

Pfafftown Jaycees Designated Fund

2005

Sawtooth School for Visual Art Scholarship Fund

1996

Nelson and Dorothy Tomlinson Fund for Brenner

2014

Piedmont Opera Endowment Fund

1987

Second Harvest Food Bank of Northwest North Carolina Fund 1997

Nelson and Dorothy Tomlinson Fund for Davidson College

2014

1997

Pinedale Christian Church Fund Kerr and Naomi Pinnix Designated Fund

Willis and Marion Secrest Chair Endowment

2014

St. Paul’s Tower Fund

2008

2006

SECU Family House Endowment

2013

Trinity Center Endowment Fund

2000

Dean C. Plemmons, Jr. Memorial Fund at Amos Cottage

2015

Senior Services, Inc. Endowment

1994

1969

R.Y. and Eileen Sharpe Fund

1983

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

2001

Julia Davis Pollard Memorial Fund Orpha Marie Leonard Pope Fund

1986

1995

Twin City Kiwanis Endowment

2013

Richard and Barbara Pope Trust

1998

James Reynolds Sheffield, Sr. and James Reynolds Sheffield, Jr. Trust

Unitarian Universalist Fellowship Endowment

2002

United Way Caring Shares Endowment

1990

Forrest and Gene Vogler Arts Endowment

2008

Eleanor Powell Organ Trust Fund

2014

Larriston Hill Powers Memorial Fund

2005

Shepherd’s Center of Greater Winston-Salem Endowment Trust

2005

Irving and Minnie Sheppard Memorial Fund

1999

H. and E. Vogler Fund

Sloan S. Sherrill Fund

1978

Voluntary Action Center Training Endowment Fund

1986

Rosemary Shortt Fund

2016

Spencer and Nell Waggoner Charitable Fund-Designated

2005

1978

Jesse Powell Trust Fund

2014

Preservation North Carolina Winston-Salem Regional Office Endowment Fund

1997

Kenneth O. Raschke Literacy Initiative Trust

1996

Siloam Baptist Church Endowment Fund

1997

Alice Myers Wald Charitable Fund

2015

L.A. Reynolds, Bessie Binkley and Ruth N. Reynolds Fund

2015

Paul and Sara Sinal Fund

1997

John and Pauline Hoots Waller Trust

1999

Mary Neil Henderson Rice Designated Fund

2010

Frances Horne Smith and Howard H. Smith Memorial Fund

1968

Ina B. Watson Trust

1986

Nancy S. Spencer Fund

2016

R. Michael and Janet Wells Fund

Wood Richmond Memorial Fund

1960

Gilbert W. and Gail S. Spencer Fund

2008

Joel A. and Claudette B. Weston Award Fund

1988

Golding H. Riddle Fund

1953

Sprinkle Mission Fund

1982

Wilkes Library Endowment

2001

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

2001

Georgia M. Sprinkle Endowment

2017

Wilkes Playmakers Inc. Endowment

2007

2003

Stafford Fund for Bunker Hill Cemetery

2011

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

1998

Jimmy Roddick Fund

2010

Pearl Fields Stafford Fund for Salem Academy

2011

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

1996

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

1985

Lucy L. Stedman Memorial Fund

1931

A. Tab Williams, Jr. Fund for Rose Hill Free Will Baptist Church 2016

1931

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

1993

Lorraine Flynt Rudolph Endowment Fund

2004

1996

St. Paul’s Episcopal Church Endowment St. Paul’s Episcopal Church Mission Fund

2016

Stephen G. Richey Memorial Fund

Right Turns for Youth Endowment

Rufus T. Stedman Memorial Fund

2000 2016

Ruth Stevenson Stewardship Endowment

2004

1946

Ralph and Peggy Stockton Arbor Acres Fund

2006

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

1950

William L. and Virginia Kirk Stoelzel Fund

2015

A. Tab Williams, Jr. Fund for Senior Services

St. Paul’s Wilkesboro Endowment Fund

2001

Sturmer Spay and Neuter Fund

1993

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

2007

St. Philip’s Episcopal Church Fund

1953

Nancy and Richard Sullivan Fund for Senior Services

2016

Elizabeth T. and A. Tab Williams, Jr. Fund for Hospice W-S

2002

St. Stephen’s Episcopal Church Endowment

1997

Summit School Endowment Fund

1959

Elizabeth T. Williams Fund for Hospice of Winston-Salem

2009

St. Timothy’s Episcopal Church Endowment

2013

Robert E. Taylor Memorial Fund

1995

LuTelle Sherrill Williams Fund

1986

St. Timothy’s Episcopal Church Outreach Fund

2013

William Mills and Margaret Parks Taylor Fund

2007

2001

Frances and Jesse Temple Designated Fund

2013

Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center

2001

Samaritan Ministries Endowment Fund

Funds & Donors

[ 55 ]


Designated and Organizational Endowment Funds, continued

FUND

YEAR

Diana Dyer Wilson Organ Maintenance Fund Winston-Salem Civitan Fund Winston-Salem Delta Fine Arts, Inc. Endowment Fund Winston-Salem National Little League Endowment

1993 2009 1995 2000

Winston-Salem Piedmont Triad Symphony Heritage Fund

1999

Winston-Salem Police Benefit Fund

1980

Winston-Salem Symphony Chair Endowment Fund

1971

Dorothy E. Wolf Charitable Fund

2010

Wolfe Family Charitable Fund

1996

Wolfe-Steele Young Life Trust

1996

Jane Gilbert Womble Fund

2010

William F. and Jane Gilbert Womble Fund for Arbor Acres

2010

William Fletcher and Allan C. Hollan Womble Fund

2016

William F. and Jane Gilbert Womble Fund for Senior Services 2010 The Woodall Family Trust

2016

Roma Lee Woosley Fund for Pine Grove United Methodist Church

2015

World Law Fund

1994

Bland and Ada Worley/Blue Ridge Parkway Foundation Trust 1999 Hal G. Worley Endowment Fund

2011

Chris Yarborough Memorial Sawtooth School Trust

1998

YMCA of Greater Winston-Salem Heritage Club Endowment 1995 James and Johanna Yopp Fund

2013

Special Children’s School-Jacqueline Styers Young Fund

2001

Benjamin F. and Lanette E. Young Designated Fund Benefiting New Light Baptist Church in Honor of the Marian Willette Young Society

2014

Youth Opportunities Endowment

2013

[ 56 ]

The Winston-Salem Foundation annual report


Endowed Funds

Scholarship Funds

Since 1923, the Foundation’s Scholarship Funds have provided more than 15,000 local students with scholarships to pursue their post-secondary academic goals.

NEW FUNDS  (7/1/2017 – 12/31/2018)

PURPOSE

Charlie Hemrick Family Fund

Established by Charlie Hemrick with a grant from the Sam N. and Pauline H. Carter Fund for need-based aid for Forsyth County students

Ruth Mathis Trust Fund

Established by the will of Ruth Mathis for golf scholarships at Appalachian State University

Lucian and Robie Neal Student Aid Fund

Established by Lucian H. Neal for need-based student aid

Carl Robert Sapp, Mary Grubbs Sapp, Established by Mary Carol Sapp with the remainder of her charitable trusts and Mary Carol Sapp Memorial Scholarship Katie Sleap Memorial Scholarship

Established by family and friends of Katie Sleap as a donor-advised fund in 2008 and converted to a scholarship fund in 2018

Jean Gannon Ward Scholarship

Established by the family of Jean Gannon Ward and The Ward Foundation for scholarships that support students who have been or are currently being treated for life-threatening cancer

FUND

YEAR

Carver High School Alumni Association Scholarship

2010

James M. and Mary P. Edwards Memorial Scholarship

2010

2011

James L. Einstein College Scholarship Fund

2009

Annie L. Ellis Scholarship Fund

2015

Clyde and Martha Aldridge Scholarship

2007

Mark Collier Caudill Scholarship

Annie S. Alexander Memorial Scholarship

2009

Ray S. Church Memorial Scholarship Fund

Kate Allred Education Grant

2010

A.F. Clement Trust for Scholarships

William H. Andrews/HAWS Scholarship Fund

1993

Gwenn Steward Clements Scholarship

Zack H. Bacon IV Scholarship

2005

Azalee Clements Memorial Scholarship

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

2002

Elmer and Rosa Lee Collins Scholarship Lloyd E. and Rachel S. Collins Scholarship Fund

2001

2005

Mary Rowena Cooper Scholarship Fund

1991

The Garden Club Council of Winston-Salem and Forsyth County Scholarship

2004

Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College

2005

2009

2007

Ray and Jackie Cope Scholarship Fund

Matthew Alan Gfeller Memorial Scholarship

Marshall B Bass Scholars Endowment Fund at Livingstone College

D.C. Cornelius Memorial Scholarship Fund

2004

Claire Tillson Gladding Scholarship

2010

Marshall B Bass Scholars Fund at Voorhees College

2004

Serena D. Dalton Scholarship Fund

1977

Jimmy and Sara Glenn Scholarship

2014

Trina M. Batchelor Memorial Scholarship

2013

Joseph E. Davies Scholarship Fund

2002

Robert F. and Caroline C. Goodwin Scholarship Fund

2016

F. A. and Charlotte Blount Scholarship

2007

Bunny and Bill Davis Highland Scholarship Fund

2000

James A. Gray High School Alumni Scholarship

2002

Sam L. Booke, Sr. Scholarship Fund

1989

Oliver Joel and Ellen Pell Denny Healthcare Scholarship Fund 1985

Josh Gray Memorial Scholarship

2010

Boyles-Eidson Scholarship Fund

2001

Joyce and Jim Dickerson Scholarship Fund

2000

Robin and Danny Greenspun MBA Scholarship

2011

Jeanna Brown Memorial Scholarship Fund

1986

Digestive Health Specialists Scholarship

2010

Claude B. Hart Memorial Scholarship

2004

Tien Bui Memorial Scholarship

2007

Wade and Marcelene Duncan Scholarship Fund

2004

William T. Hatch and Mabel P. Hatch Scholarship Fund

1994

Bryon Tyler Burdick Memorial Fund

1989

Billy Dwight Memorial Scholarship

Susan and Charles Hauser Scholarship Fund

2016

Wes Burton Memorial Scholarship

2005

Christopher Richard Eagan Scholarship Fund

Heritage Designated Scholarship Fund

2016

2006 2011

Alex Ewing Scholarship Fund

2015

Forsyth County Nursing Scholarship Fund

1969

2012

William Ragsdale Froelich Memorial Scholarship

2010

2006

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

1995

2009

2011 2002

Funds & Donors

[ 57 ]


Scholarship Funds, continued

FUND

YEAR

Tommy L. and Patricia B. Hickman Scholarship Fund

2016

Mary Speer Martin Scholarship Trust

1997

Samuel K. Rowland Trust

1928

R. Bruce Matthews Student Assistance Fund

2010

Rubin Family Scholarship Fund

2015

2009

Salem Lodge #139 / Robert A. Miller Memorial Scholarship

2011

Ray and Pearl Sams Scholarship Fund

1999

Fred and Mozelle L. Hinshaw Scholarship Fund

1995

Mark James Mendenhall Memorial Scholarship Fund

Walter R. Hoag Scholarship Fund

1990

Julia Yokeley Miller Memorial Scholarship Fund

1983

Fred Colby Hobson Scholarship Fund

1994

N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund 2003

2007

2007

I.W. Hughes Scholarship Fund

2008

Chester Arzell and Helen Miller Montgomery Scholarship Fund

Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund

2008

Brevard R. Hoover, Jr. Leadership Award

1997

2017

Albert Morgan, Jr. and Olivia E. Morgan Scholarship

2012

Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund

Sergeant Mickey Hutchens Leadership Scholarship

2009

Harry C. Morgan Memorial Scholarship

2012

Sharpe Student Loan Fund

1981

A. Ruth Hutchins Memorial Scholarship

2010

Paul Holcomb Murphy Memorial Fund

1983

Bruce Shelton Scholarship Fund

Elizabeth Loving James Memorial Scholarship

2007

Michael Nachman Scholarship Fund

1995

Thomas E. Shown, MD Scholarship Fund

2006

John Russell Jarman Scholarship Fund

1996

North Carolina Fine Wines Society Scholarship

2017

Jonathan LaRon Skinner Memorial Scholarship

2010

Flora Royall Johnson Scholarship Fund

1996

Emma Kapp Ogburn Memorial Fund

1946

Shaun Edward Stewart Scholarship

2013

Stella B. Johnson Scholarship Fund

1987

Orthopaedic Specialists of the Carolinas’ Nursing Scholarship 2002

Stultz Scholarship Fund

Willis H. Overby Scholarship

2010

Summit School Opportunity Fund

Darryl Hunt Memorial Scholarship

Tripp Joye Memorial Scholarship Fund

2009

1991

1982 2006

Kapp-Weaver Scholarship Fund-Greensboro College

1997

Jeannette Anderson Parker Memorial Scholarship Fund

2008

Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship 1966

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

1997

Otis B. and Genevieve W. Parrish Scholarship

2010

Bill and Cynthia Tessien Scholarship

J. Lee Keiger, Jr. Family Fund

1999

Alice Conger Patterson Scholarship

2007

Jeff Turner-Forsyth Audubon Scholarship Fund

2005

Douglas Gray Kimel Scholarship Fund

2007

William H. and Lena M. Petree Trust

1996

Nell and Spencer Waggoner Scholarship Fund

2005

Dr. Michael E. King Memorial Scholarship Fund

2016

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

2014

Art and Dannie Weber Scholarship

2007

Joyce Kohfeldt Endowment for Crosby Scholars

2011

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

2004

2007

Lambeth Family Scholarship

2011

2004

Erma Drum Webster Fund

1996

Law Enforcement Benefit Fund

1993

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

Art and Dannie Weber Fund for Forsyth Technical Community College

Law Enforcement Family Scholarship Fund

1994

Leinbach Scholarship Fund

1992

William H. Lester Memorial Scholarship

1990

Denver Lindley, Jr. Arts Scholarship Fund

2012

Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund 2005

Paul M. Wiles Scholarship Fund

2013

Dean Prim Scholarship Fund

1989

2001

Robert G. Prongay Key Club Scholarship

2001

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

Dottie Ramsey LDC Scholarship Fund

2015

A. Tab Williams, Jr. Scholarship Fund

2003

Patty Brendle Redway Fund

1996

Johnny Lineberry Memorial Scholarship Fund

2008

L.D. and Elsie Long Memorial Scholarship Fund

1980

R.J. Reynolds High School Class of 1968 Memorial Scholarship Fund

1998

Love’s United Methodist Church Scholarship for Christian Education

2008

Roy E. “Gene” Reynolds Scholarship Fund

2015

Love’s United Methodist Church Scholarship Fund

2008

Edwin E. and Grace Kimrey Maddrey Scholarship Fund Douglas N. Marlette Memorial Scholarship Fund

[ 58 ]

2011

Rider Family Scholarship

2004

2003

Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund

1996

2012

Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund

1998

The Winston-Salem Foundation annual report

Elizabeth T. Williams Memorial Scholarship

1999

Edwin H. and Louise N. Williamson Endowed Scholarship

2007

The Winston-Salem Foundation Student Loan Fund

1947

Erica Wolfe Memorial Scholarship Fund

1998

Woodbine Big Dreams Scholarship

2011

Yadkin County Association of Educators (YCAE) Scholarship Fund

1985

Marcus Raper Zimmerman Scholarship Fund

1983


Endowed Funds

The Winston-Salem Foundation Scholarship and Education Grant The Winston-Salem Foundation Scholarship and Education Grant,

established in 2008, provides scholarships to Forsyth County students as they pursue post-secondary education. Recipients must demonstrate outstanding leadership, school service, and community involvement and should exemplify the Foundation’s core values of inclusion, accountability, and continuous learning. The Foundation greatly appreciates the previously established student aid funds listed below that were combined to provide the initial funding for The Winston-Salem Foundation Scholarship and Education Grant. Contributions to the fund from the public are welcomed as we seek to make our community stronger through the higher education of our youth.

COMPONENT FUND

YEAR

DONORS IN 2017 AND 2018 Ms. Janet M. Falls

Mr. and Mrs. Lucian H. Neal

Brittney and Jamie Gaspari

Dr. Thomas O’Neill and Dr. Stacey O’Neill

Ms. Regina Harmon

Mr. and Mrs. G.C. Petree, Jr.

Hayward Family Foundation

Mrs. Daisy Rodriguez-Besse

Dr. Richard Janeway*

Mr. Jule C. Spach

Ms. Jo Ann Kyslinger

Mrs. Sheryl Strode

Mr. Danny R. Lawrence

Mrs. Charles F. Vance, Jr.

Ms. Ruth H. Lillie

Mr. Dave Wanders

Ms. Lorraine S. Maggio

Anna Hodgin Hanes Student Loan Fund

1926

Lucy Simmons Puryear Memorial Scholarship

1994

Anonymous (1)

2017

Stanley D. Hartgrove Memorial Scholarship Fund

1997

W.N. Reynolds Student Loan Fund

1931

Guy J. Bridges, Jr. Educational Fund

2006

Paul Holcomb Murphy Memorial Fund

1983

Sharpe Student Loan Fund

1981

1976

M.D. Stockton Education Fund

1927

2006

N.D. Sullivan Charitable Trust

1971

Leo Caldwell Memorial Student Loan Fund

1923

Keith Jackson Memorial Fund

East Forsyth High School Alumni Scholarship

2002

Andrew Lane Memorial Scholarship

Stanley Michael Elrod Scholarship

2004

Lasater Student Loan Fund

1927

Rachel Tolson Law Memorial Scholarship

2008

Emergency Loan Fund

1937

Ricky Douglas Mitchell Scholarship

2009

George B. Whitaker Memorial Student Loan Fund

1927

John L. Gilmer Student Loan Fund

1947

Gray W. Mock Family Scholarship

2005

WSF Student Loan Fund

1947

John Gold Memorial Fund

1976

Norfleet Memorial Fund

1976

* Deceased

Funds & Donors

[ 59 ]


Non-Endowed Funds

Non-Endowed Donor-Advised Funds

Non-Endowed Donor-Advised Funds

offer donors a simple and efficient tool for annual charitable giving.

NEW FUNDS (7/1/2017 – 12/31/2018)

Barry and Carol Fagg Family Fund

Ernest and Martha Clayton Logemann Fund

Sheets Family Foundation

David and Donna Farrington Fund

Susan W. Mann Advised Fund

Douglas and Ruth Shouse Fund

Allegacy Community Improvement Fund (Blue)

Felts Family Fund

Cara M. McConnell Fund

Sibuck Fund

Allegacy Community Improvement Fund (Falu)

Brittany Felts Fund

Ann and Dennis McCunniff Fund

Spangler Family Donor Advised Fund

Allegacy Community Improvement Fund (Green)

Drew and Kathryn Felts Fund

McKee Family Fund

Steve and Lucy Strawsburg Fund

Allegacy Community Improvement Fund (Maroon)

William T. and Beth T. Fenimore Charitable Fund

Tom and Kathy McLean Fund

Strickland Brothers Foundation Fund

Allegacy Community Improvement Fund (Navy)

Carrie Fulton Advised Fund

M Creative Charitable Fund

Tom and Karen Sullivan Donor Advised Fund

Allegacy Community Improvement Fund (Old Gold)

Scott and Donna Fulton Advised Fund

Katherine and Joseph Michalek Fund

Stephen M. and Sherry A. Tarnok Fund

Allegacy Community Improvement Fund (Orange)

Stephen and Elizabeth Fussell Fund

Sarah and Henry T. Mixon Fund

Ron and Merle Tedder Charitable Fund

Allegacy Community Improvement Fund (Pink)

James A. Gallaher Family Fund

Beverly and Alan Moore Family Fund

Tedford Family Fund

Allegacy Community Improvement Fund (Rojo)

Gibel Family Fund

Frank Murphy Advised Fund

David and Margaret Todd Charitable Fund

Allegacy Community Improvement Fund (Silver)

John W. and Eanne C. Gillon Charitable Fund

Novant Community Benefit Fund (Amos)

Ann and William Walker Fund

Allegacy Community Improvement Fund (Teal)

Richard and Liana Gottlieb Fund

Novant Community Benefit Fund (Katziff)

Ben and Borgia Walker Family Fund

Allegacy Community Improvement Fund (Yellow)

Russell A. Graves Fund

Novant Community Benefit Fund (Molina)

Peter and Ann Weigl Fund

Stephen G. and Patricia S. Ashworth

Green Family Fund

John and Marlene Olenick Charitable Fund

JoAnn and Brent White Donor-Advised Fund

Herb and Linda Baker Fund

Max and Cynthia Greer Charitable Fund

Osborn Family Fund

Arthur Tab WIlliams, III Advised Fund

Tod and Leslie Brown Fund

Gunlock Family Fund

Petri Family Fund

Stephen T. Williams Advised Fund

Jack and Susan Campbell Fund

Haley Family Fund

Pranikoff Family Fund

Jonathan and Allyson Wilson Fund

Caroway Family Fund

Peter and Jackie Hatch

Roediger Fund

Roger E. and Karen Wilson Grippe Fund

Anne and Joseph Coltrane Charitable Fund

Heise Charitable Fund

David and Louise Rogers Fund

Scott Wilson Fund

Sally R. Crotts Charitable Fund

Gary & Margaret Herring Charitable Giving Fund

Allison McCall Roquemore Advised Fund

Dr. and Mrs. S. Bradley Winter Fund

Andrew M. Dale Fund

Kate Winstead and Benjamin Keith Hodge Grace Fund

Wayne Roquemore Donor Advised Fund

Suz Wood Fund Jon and Amy Yoder Fund

Nancy W. Downing Advised Fund

Greg and Carol Hoover Fund

Kirk and Ashley Sanders Fund

James and Molly Einstein Fund

John D. and Patricia H. Hunter Fund

Barclay L. Setzer Fund

Phillip and Ashley Epting Fund

Lavender Family Fund

SGA Family Fund

For a list of funds established before 7/1/2017, visit wsfoundation.org/2019-addendum [ 60 ]

The Winston-Salem Foundation annual report


Charitable Trusts The Foundation serves as trustee of Charitable Lead Trusts (CLTs) and Charitable Remainder Trusts (CRTs) for donors and their families. CLTs allow donors to direct income from the trust to the Foundation and/or other charities for a designated period of years. At the end of

that period, the principal can be redirected according to the terms of the original trust documents. CRTs provide lifetime income to designated individuals with the remainder interest of the trust ultimately going to charity.

NEW TRUSTS

Jean Abell Glass 2015 Charitable Remainder Annuity Trust

Phillips Family 2014 Charitable Remainder Unitrust

Jean Abell Glass 2017 Charitable Remainder Annuity Trust

Jean Abell Glass 2016 Charitable Remainder Annuity Trust

Emerson Walter Pitts, Jr. 2011 Charitable Remainder Annuity Trust

Jean Abell Glass 2017 Charitable Remainder Annuity Trust

Ruth Fay Pitts 2011 Charitable Remainder Annuity Trust

OTHER TRUSTS

Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust

C. Edward Pleasants Charitable Remainder Trust

Elms and Harriet Allen Unitrust

Edmund B. Hopkins Irrevocable Living Unitrust

Nancy T. Pleasants Charitable Reminder Trust

Stephen G. Anderson Irrevocable Living Unitrust

Judith O. Hopkins 2014 Charitable Remainder Unitrust

Nancy H. Southard Irrevocable Living Unitrust

James L. Barnhardt Charitable Remainder Trust

Lucy Kaplan Irrevocable Living Unitrust

Nancy S. Spencer Charitable Remainder Trust

Edward S. and Barbara T. Beason Unitrust

William A. and Edith T. Knott Irrevocable Living Unitrust

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

William G. and Ava O. Koronis Charitable Unitrust

Carol B. and Donald W. Stafford 2007 Charitable Remainder Unitrust

Mary Annette Leight 2002 Charitable Unitrust

Betty and Robert Stevenson 2015 Charitable Remainder Unitrust

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

Mary Annette Leight 2015 Charitable Unitrust

Betty Stevenson 2016 Charitable Remainder Unitrust

Douglas Lewis Family Charitable Remainder Trust

Edward E. Stivers Charitable Annuity Trust

Lineback Family 2015 Charitable Remainder Unitrust

Ludy M. Strother Charitable Lead Annuity Trust

Curtis and Sara Long Charitable Remainder Unitrust

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

Sara S. and Curtis E. Long 2005 Charitable Remainder Unitrust

David H. Tate Irrevocable Living Unitrust

Eugenie Waddell Carr 2013 CRUT Harry O. Corpening Charitable Remainder Unitrust Athalene Couch 2007 Charitable Remainder Unitrust Joyce H. and James P. Dickerson Charitable Remainder Trust Frank E. and Mary B. Driscoll Charitable Remainder Trust Donald F. Folger Charitable Remainder Unitrust Kathryn W. Garner Irrevocable Living Unitrust Jean Abell Glass 2013 Charitable Remainder Annuity Trust

William and Drane Vaughn McCall Irrevocable Living Unitrust

Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust

Nancy Davis McGlothlin Charitable Remainder Unitrust

Arthur G. and Susanne S. Weber Charitable Remainder Unitrust

John B. and Grace D. McKinnon Irrevocable Living Unitrust

A. Tab Williams, Jr. Charitable Annuity Lead Trust

William Randolph and Adeen Taylor Myers 2016 Charitable Remainder Unitrust

Mathilda G. Wolfe Charitable Remainder Unitrust

Jean Abell Glass 2014 Charitable Remainder Annuity Trust

Funds & Donors

[ 61 ]


Book of Memory The Book of Memory was established in 1946 to preserve

the names of those in whose memory gifts were made to the Foundation. These specially-commissioned, leather-bound books are displayed in the Foundation’s reception area and contain more than 9,500 names. The following names were added to the Book of Memory in 2017 and 2018.

[ 62 ]

The Winston-Salem Foundation annual report

2017

Alexander C. Ewing

Hicks Ellis Anderson, Jr.

Jud Ferguson

Virginia Stockham Ladd

Dr. Stephen Griffith Anderson

Dr. Skottowe B. Fishburne, Jr.

Avis Bodenheimer Lawing

Jewel “Judy” Poole Ashcroft

Ronald Ray Flinchum

Larry Leamon, Jr.

Michael Atwood

Denise Franklin

Bruce Levin

Janis Krebs

LeeAnn Fulton Baker

Angie Gagliano

Lucy Cole Lippard

Brian Keith Blue

John K. Gallaher

Constance “Connie” Loyall Little

Virginia Ayers Bradford

Doris Jean Cook Galliher

Anne Knox Maddrey

James Daniel” Danny” Branch

James “Jim” Edgar Gay III

Fred Elliott Marshall

Annie Thomas Bratton

June Louise Gerding

Gloria Mae Martin

Dr. Robert S. Brice, Jr.

Betty Lou Whitaker Goode

John H. Martin, Jr.

Lydia Doub Brinker

Ernie and Polly Hall

William D. Martin

John Brown

Nancy Mecum Hancock

Ruth Earnestine Scott Mathis

Lynda Barnes Brown

Jimmy Hanes

Margaret Carolyn Lakey McBride

Greig T. Burdick

Sue Robertson Harkrader

Lonnie Leon McCargo

E. Lee Cain

Wilma Virginia Sink Hauser

Linda McCorison

Charles “Jerry” Gerald Campbell

Bobby Joe Herring

Nan Lacy Harris McNeill

David W. Catron

Robert Lewis Hill

June Ascher Michalove

Sophia Agnes Spivey Cody

Alice Frazer Williams Hinman

Charles Miller

Waldo “William” Coe

Milburn “Millie” Hinshaw

Danny Miller

William Andrew Copenhaver

Barbara Ann Wright Wall Holcomb

Marie Miller

Faye Stokes Cornelius III

Brevard R. Hoover, Jr.

Thomas Walter Moore, Jr.

Edward Michael Cowan

Harriet Houston Hough

Olivia E. Morgan

George Spencer Currin

Helen Ann Laird Humphrey

Kenneth F. Mountcastle, Jr.

Lewis W. Cutright

Lillian Morgan Isley

Clifford A. Neal

Adelaide Carter “AD” Davis

Kermit Johnson

Janet Lemmons Nelson

Harry Spencer “Sonny” Davis, Jr.

Nancy White Johnston

Robert P. Noble III

James E. B. “Jeb” Davis III

David Lee Katzer

Marlene Harris Page

Robert Lee Davis

Mike Ketchie

Dr. Dave Pandres, Jr.

Julia Denham

Betty S. Kilby

John William Peddycord

Janet Coker Dunbar

Jeanne Batton King

Jacqulynne Clay Pennell


Book of Memory, continued

L. Gordon Pfefferkorn, Jr.

William Gray Wooten, Sr.

Clyde W. Fitzgerald, Jr.

Molly Thornton Philo

Ada Harvey Worley

Dr. Harold Calloway Pollard III

James Cleveland Leonard III

Jimmy Spease

Martin B. Foil, Jr.

Roddey Miller Ligon, Jr.

Robert Louis Strickland

Philip Foil

Audrey Lorraine Wheelock Littlejohn

Lawrence Herbert “Chip” Symonds, Jr.

Dr. Frank Edward Pollock

2018

Fred Folger, Jr.

Ronald S. Macklin

Nancy Thompson

Anna Wood Ragland

Edward Maxwell Adams

Abraham Solomon Freedman

Frederic Henry McCall

Hans W. Wanders

Emery L. Rann III

Allen Lawson Anderson

Aaron Vail Frost

Barbara Dix McWhorter

Jack Owen Watson

Willie Brownlow Keiger Reavis

Joseph Wayne Anderson

Anna Giordano

Fletcher Wright “Sam” Morgan

Charles B. Weaver

Donald DuBouq Rhodes, Sr.

Richard Anderson

Emma Elizabeth Brauer Graham

Dr. John Robert Mountjoy

Dr. John A. Wells, Jr.

Joan Smith Rodgers

Bert Lester Bennett, Jr.

Larry Graham

Charles Melton Mull

Togo D. West, Jr.

Robert Luther Saffelle, Jr.

Lucinda Elise Petersen Bingham

Charlsie Griffin

Thomas Carlton Munden

Edith Mae Crookham Weygandt

Herb John Schoellkopf, Jr.

Helen Booker Blackford

Margaret Elizabeth Poole Griffin

Eleanor Hayes Myrick

Martha Hanes Womble Robert Preston Worth

Barclay “Clay” Setzer

James Lee Blow

Dr. Charles G. Gunn, Jr.

Kenneth Eugene Naylor

Marianna Mason Sheridan

Candy Herron Borreson

Jimmy Monroe Hailey

Grace Elizabeth Hege Nifong

Swanza Griffin Shouse

Russell Brantley

Stephen A. Halverson

Vernon Norman

Lucretia Wilson Sills

Barbara Brown

James A. Hancock, Jr.

Mary Ann Parrish

Scott Simmons

Brent Bruner

John W. Hanley

Carolyn Bass Perritt

Richard “Dick” Siuniak

Stephen Gray Calaway

Dennis Samuel Hauser

William Lewis Poteat

Theodora “Dora” Sparrow

Lynn Cann Mary Eugenia Carlson

Dr. Edward “Ned” McGowan Hedgpeth, Jr.

Bruce Rhinehart

Carolyn Peters Spencer Edward Eugene Stivers

Kenneth Clay

Luther Forrest Hege

Clay V. Ring, Jr.

Dr. Lloyd J. Story

Lucille “Lucy” Stinson Coats

Mary Alice Helms

Edwin M. Robins

Dorothy Gray Ellis Tomlinson

J. Frances Norman Collins

Patricia Green Henderson

William Roy Robinson

Virginia “Jenny” Blaine Burris Trivette

John Thomas Cooke

Dorothy Ray Henley

Dalton Dillard Ruffin

JoAnne Lorraine Vernon

John Scott “Scotty” Cramer

William “Bill” Henry Hervey

John Frederick Sallstrom

Cole Charles Weaver

Thomas Henry Crichlow, Jr.

J. Glenn Hilton

Mary Carol Sapp

William H. Whiteheart

Dr. Courtland Harwell Davis, Jr.

Herbert Howard

Toy D. Savage, Jr.

J. Lanier Williams

John Hampton Dempster

Robert Huber

Betsy Ivey Sawyer

Patricia Grant Williard

Kameron Dobie

Barbara Ann Caudle Hutchins

Marlene Kiger Sinclair

Harry Wilson

Gaynell Doub

Edward L. Irvin

Robert E. Sleap

Julia Ann Calhoun Wilson

Aurelia Gray Eller

Beverly Barrett Isley

Scott Smiley

Susan Wall Windley

Irene Simpson Fine

M. Larry Johnston

Nancy Clendenin Spach

David Rice

Funds & Donors

[ 63 ]


The Legacy Society The Legacy Society honors generous individuals who

have established or added to permanent endowments at the Foundation or those who have made similar provisions through deferred or planned gifts, such as charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation. Please contact our Philanthropic Services staff to learn more about membership. The following individuals were members of the Legacy Society as of December 31, 2018. On behalf of future generations, we are grateful for their enduring legacies.

Bert Bennett Family

Mr. Hoan Bui and Ms. Ngoc Nguyen

Mr. George M. Cleland III

Sami Ousley Bills

Mr. and Mrs. Bill Buitendorp

Mr. and Mrs. Michael L. Clements

Mr. R. Gordon Bingham

Mr. and Mrs. Charles Norman Bunce

Mr. D. Elwood Clinard, Jr.

Mr. and Mrs. William C. Blackburn

Dr. Patricia P. Bundy

Mrs. Brenda K. Cline

Sally and David Blanco

The Honorable and Mrs. Richard M. Burr

Mr. and Mrs. John Wayne Clodfelter

Dr. Frederick A. Blount Mrs. Lori Bodwell

Mr. and Mrs. John W. Burress III

Ms. Michelle M. Cook

Mr. and Mrs. J. Hal Bolin

Mr. and Mrs. K. Blaine Burton, Jr.

Mr. and Mrs. A. Robert Cordell, Jr.

Mr. and Mrs. Henry M. Booke

Mrs. Stewart T. Butler

Mr. and Mrs. Harry Corpening

Claude and Judy Booker

Mr. Frank E. Cain

Mr. and Mrs. David L. Cotterill

Mr. and Mrs. Julian R. Bossong

Ms. Jane Calloway

Jean T. Cox

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

Ms. Susan M. Cameron

Mrs. Donna H. Craige

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

Dr. and Mrs. W. Douglas Cardwell

Angela and Kenneth Craven

Dr. Emma Jean Z. Bowman

Dr. Kenneth Carlson

Mr. Fred P. Crouch II Anna Reilly and Matthew Cullinan

Mr. and Mrs. Mark Conger

Anonymous (17)

Mr. and Mrs. Dan W. Austell, Jr.

Ms. Sandra C. Boyette

Mrs. Anne Maddrey Carpenter

Ms. Katherine Acton and Mr. Gerald Smith

Ms. Lisa L. Austin

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

Mr. Coy C. Carpenter, Jr.

Mr. and Mrs. Chris Cutler

Mr. and Mrs. Bruce M. Babcock

Dr. Allison Brashear

Mrs. William H. Carr

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

Mr. Thomas R. Adams

Mrs. Avolene Badgett

Dr. Sherrill Braswell

Ms. Genie Carr

Ms. Jacqueline R. Daniels

Mr. and Mrs. Ray Mitchell Agnew, Jr.

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

Ms. Susan F. Braswell

Ms. Genie Carter

Dr. Donna D. Alexander

Mr. and Mrs. William P. Baldridge

Mr. and Mrs. J. Paul Breitbach

Peggy Carter

Mr. Jason Davies and Mrs. Julia Frost-Davies

Dr. and Mrs. Elms L. Allen

David L. and Robin C. Barnes

Ann L. Brenner

Mrs. Rhea Carter

Mr. G. Franklin Davis

Dr. Laura Allen and Mr. Jeff Allen

Mr. and Mrs. Richard D. Barnes

Ms. Frances Brenner

Mr. and Mrs. Mark C. Caudill

Mr. Jerry Davis and Dr. Christine Davis

Mrs. Cynthia Anderson

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

Mike and Wendy Brenner

Mr. and Mrs. C. Ray Caudle

Ms. Gayle N. Anderson

Dr. and Mrs. Rolland Barrett

Mr. and Mrs. Richard A. Brenner

Mr. M. Campbell Cawood

John and Terrie Davis

Mr. and Mrs. John Appel

Mrs. Hilda S. Barry

Mr. and Mrs. Paul Briggs

Mr. and Mrs. Charles W. Chambers

Mr. and Mrs. Richard N. Davis

Dr. and Mrs. Donald L. Armitage

Mr. Marshall B Bass

Mr. and Mrs. Douglas E. Broadway

Mr. and Mrs. Christopher J. Chapman

Bill and Betty Gray Davis

Mr. and Mrs. Jerry Arnold

Mr. Stephen P. Batchelor

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

Mrs. Norma Charles-Sink

Ms. Rebecca M. Deaton

Mrs. Teresa R. Ashburn

Dr. and Mrs. Edward S. Beason

Dr. Helen H. Bryngelson

Mrs. Barbara F. Chatham

Mr. Albert J. DeForest III

Drs. Anthony and Katherine Atala

Mrs. Barbara C. Beattie

Mr. John D. Budd

Mr. Gerald L. Chrisco

Ms. Tricia DeForest

Mrs. Dorothy Atkinson

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

Mr. and Mrs. Joseph R. Budd

Mrs. Hessie Church*

Mr. and Mrs. Joseph R. Delia

Mr. and Mrs. Philip S. Auchincloss

Ms. Marian Bell

Mr. and Mrs. Richard P. Budd

Mr. and Mrs. Robert C. Clark

Dr. John W. Denham Ms. Jan M. Detter * Deceased

[ 64 ]

The Winston-Salem Foundation annual report


Legacy Society Members, continued

Dr. and Mrs. James P. Dickerson

Mr. Paul Fulton, Jr.

Mrs. William N. Hailey

Drs. Judith and Marbry Hopkins

Mr. and Mrs. James C. Kennedy

Mrs. Mary Anne Dickson

Mr. Anthony L. Furr

Kelley and Drew Hancock

Mrs. Edmund B. Hopkins

Mr. and Mrs. Truman T. Kiger

Ms. Brenda B. Diggs

Mrs. James A. Fyock

Mr. and Mrs. Richard D. Hancock

Mr. Mark Hoppe and Dr. Betsy Hoppe

Alexander Eusterman King

Mr. and Mrs. Daniel W. Donahue

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

Mrs. Charlotte M. Hanes

Mr. and Mrs. Michael R. Hough

John Michael King

Mr. and Mrs. Bruce Downing

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

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

Mr. and Mrs. Billy Hunt

Mary Kathryn King

Ms. Grace Draman

Ms. Kathryn W. Garner

Ms. Jane Craig Hanes

Mr. and Mrs. Judd Hunt

Marylynn Gordon King

Mr. and Mrs. Dale E. Driscoll

Mr. Harold R. Garrison

Ms. Susan F. Harris

Mr. and Mrs. Allie Hutchison

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

Dr. and Mrs. Charles H. Duckett

Mr. and Mrs. John L. W. Garrou

Mr. and Mrs. John Harrison

Mr. and Mrs. David A. Irvin

Mr. M. Carlyle Kinlaw, Jr.

Ms. Nancy W. Dunn

John and Jane Gehring

Mr. and Mrs. Paul D. Harrison

Dr. and Mrs. Nathaniel Irvin II

Mr. and Mrs. William A. Knott

Mr. Noel Lee Dunn

Mr. and Mrs. Scott Gerding

Ms. Virginia S. Hart

Dr. and Mrs. Francis M. James III

Ms. Joyce Kohfeldt

Ms. Mignon Durham

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

Mr. and Mrs. Dennis G. Hatchell

Dr. and Mrs. Samuel T. Gladding

Mr. and Mrs. Charles H. Hauser

Ms. Mary Jamis and Ms. Starr Johnson

Dr. and Mrs. L. Andrew Koman

Mrs. John T. Eagan, Jr.

Bill and Ava Koronis Mr. and Mrs. Arnold N. Lakey

Dr. and Mrs. Thomas J. Koontz

Mr. Joseph William “Bill” Edwards

Mrs. Jean Abell Glass

Mr. and Mrs. Sam Hauser

Dr.* and Mrs. Richard Janeway

Mr. Fred G. Eidson

Mr. and Mrs. J. Kirk Glenn, Jr.

Mr. and Mrs. Steve J. Hawkins

Mr. and Mrs. Ian Jankelowitz

Mr. and Mrs. James L. Einstein

Mr. and Mrs. Thomas O. Goodson

Mr. Peter E. Hawley

Mr. and Mrs. Harry Jarman

Ms. Janet Cord Lambert

Mr. and Mrs. Barry Eisenberg

Mr. William T. Goodson

Mr. and Mrs. Fred W. Hege

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

Mrs. Margie Eller

Mrs. Caroline C. Goodwin and Mr. Robert F. Goodwin*

Dr. and Mrs. Eugene R. Heise

Mrs. Florinda C. Johnson

The Honorable and Mrs. Donny C. Lambeth

Mr. Charles R. Hemrick

Ms. Joia M. Johnson

Mr. and Mrs. Gerald A. Enos, Jr.

Mrs. Bryce Gordon

Ms. Frances S. Hendrix

Ms. Patricia W. Johnson

Mr. James Lambie and Ms. Lisbeth Evans

Mr. and Mrs. Charles A. Essic, Jr.

James Gore

Dr. and Mrs. Peter C. Johnson

Josephine Moretz Shipley Lauerman

Dr. and Mrs. John C. Faris

Natasha Gore

Mr. L. Stephen Hendrix and Mrs. Ann S. Hendrix

Ms. Terry Johnson

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

Ms. Heather Fearnbach

Dr. Louis N. Gottlieb

Nick Hennessee

Mrs. Ann C. Johnston

Mr. and Mrs. Terry D. Lefler

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

Richard and Liana Gottlieb

Mr. and Mrs. Michael C. Hetrick

Mr. James W. Johnston

The Honorable Molly Leight

Mr. Gary Flower

Mr. Vergil H. Gough

Mr. and Mrs. Richard Heymann

Mr. and Mrs. Scott D. Jones

Rev. Margaret K. Leinbach

Mr. and Mrs. Donald F. Folger

Mr. and Mrs. Bernard Gray

Ms. Emily Millis Hiatt

Mrs. R. William Joyce

Mr. and Mrs. Douglas R. Lewis

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

Mrs. J.T. Greene, Jr.

Mr. and Mrs. Tommy L. Hickman

Mr. and Mrs. Hal Kaplan

Nancy C. Lide

Mrs. Andrea P. Fox

Dr. Carl R. Grey and Ms. Abby Freeland

Mr. Hardin P. Higgins

Ms. Lucy Kaplan

Mr. David W. Hill

Mrs. Rachel Katzer

Victor D. Lindsley, III and James E. Battinelli

Mrs. Elizabeth Lovett Grover

Mrs. Dorothy R. Hilton

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

Dr. Caryl Guth

Ms. Margaret Ann Hofler

Mr. and Mrs. David Alan Keely

Dr. and Mrs. Paul P. Gwyn

Doris Hohman

Mrs. J. Lee Keiger, Jr.

Ms. Marcia A. Hagerty

Mr. and Mrs. Robert A. Hoover

Mr. and Mrs. Stanhope A. Kelly

Ms. Kay Endriss

Mr. and Mrs. John C. Fox Mr. and Mrs. Woody Fox Dr. and Ms. Larry W. Freeman Mr. David W. Fuller Mr. Benjamin F. Fulton

Mr. and Mrs. Joel C. Lineback Mr. and Mrs. Joe Lineberry Mr. and Mrs. Stanley Lineberry Mr. James E. Lippard Adrienne Amos Livengood

* Deceased

Funds & Donors

[ 65 ]


Legacy Society Members, continued

Dr. and Mrs. Dan S. Locklair

Ms. Jean M. Messick

Mr. and Mrs. Sam C. Ogburn, Sr.

Mrs. Richard E. Pope

Dr. and Mrs. Robert P. Schwartz

Mr. Joseph P. Logan

Ms. Melanie Micale

Mr. and Mrs. Kevin W. Oliver

Frances and Steve Porter

Ms. Selma C. Scott

Mr. and Mrs. Ernest V. Logemann

Mr. and Mrs. John E. Mickey

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

Mr. Billy D. Prim

Mr. Rick Seamon

Mrs. Curtis E. Long

Dr. Henry S. Miller, Jr.

Ms. Katherine W. Otterbourg

Mr. J. Timothy Prout

Ms. Rebecca Ann Sebastian

Mr. and Mrs. William Longyard

Mr. and Mrs. Ward B. Miller

Mr. and Mrs. Willis H. Overby

Mr. Grady R. Pulliam III

Mr. Dale S. Seibert

Mr. and Mrs. Frank K. Lord III

Mrs. Barbara B. Millhouse

Ms. Barbara M. Page

Lisa and Cliff Purcell

Ms. Marion H. Sekerak

Mrs. Carolin Lowy

Mr. and Mrs. James H. Millis, Jr.

Mr. Craven B. Page

Mrs. Elizabeth L. Quick

Mr. and Mrs. Philippe Sevin

Annette P. Lynch

Mr. William B. Millis

Mr. John V. Pappas

Mr. and Mrs. H. Chris Ramm

Mrs. Jacqueline Shelton

Ms. Patti Ann Lynch

Mr. and Mrs. Neal Millsaps

Mrs. Dwight E. Pardue

Dr. Dariel L. Rathmell

Mr. and Mrs. John Sherrill

Mr. and Mrs. E. Erwin Maddrey II

Mr. Richard G. Mock

Dr. and Mrs. John S. Parks

Mr. and Mrs. Edward Lee Raymer

Mr. and Mrs. Richard E. Shore, Jr.

Mr. Parker Maddrey

Ms. Ellen N. Monahan

Mr. Christopher A. Parr

Mr. James K. Reaves, Jr.

Ms. Faye W. Simmons

Mr. and Mrs. John Mann

Mr. Chester A. Montgomery

Rev. and Mrs. Nathan E. Parrish

Mr. Harry L. Reavis

Mr. and Mrs. Paul Sinal

Ms. Debbie Marshall

William G. and Mary M.* Montgomery

Dr. and Mrs. Eugene H. Paschold

Mr. and Mrs. John Reilly

Ms. Cynthia Skaar

Mr. and Mrs. James E. Martin

Mr. and Mrs. Morris L. Moore

Mr. and Mrs. Jon R. Reynolds

Phil and Linda Martin

Mr. and Mrs. Timothy R. Moore

Dr. John Patrick and Dr. Dominique Patrick

Mr. and Mrs. Patrick Riazzi

Mr. Willis Slane and Dr. Caroline Chiles

Mr. David P. Masich

Mr. and Mrs. David R. Morgan

Ms. Julie J. Pearce

Dr. and Mrs. David G. Rice

Mr. and Mrs. Archie Smith

Dr. and Mrs. K. Frank McCain

Mr. and Mrs. Steven C. Morgan

Mr. and Mrs. G. Clifton Pennell

Mr. and Mrs. Thomas B. Rice III

Mrs. Richard G. Smith, Jr.

Dr. William McCall, Jr.

Mr. and Mrs. Daniel N. Moury

Ms. Brenda B. Penney

Mr. Toby W. Robertson

Mr. James N. Smoak

Dr. and Mrs. John D. McConnell

Mr. and Mrs. Walter V. Murray

Abbie and Francis Pepper, Jr.

Mrs. Eugene Rossitch

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

Mrs. Adeen T. Myers

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

Mr. and Mrs. Charles Rotgin, Jr.

Mr. and Mrs. James Y. Spencer

Mr. and Mrs. Marty Myers

Mr. and Mrs. Tony W. Petree

Dr. and Mrs. Michael H. Rubin

Ms. Betsy Spencer

Dr. Timothy W. McGowen

David L. Neal and Jennifer Weaver

Mr. and Mrs. William H. Petree, Jr.

Mr. and Mrs. Tom Rucker

Mrs. Sarah H. Stephens

Dr. W. Frederick McGuirt

Mr. and Mrs. David B. Neal

Mr. Rick Pfefferkorn

Mr. and Mrs. C. Guy Rudisill III

Dr. Susan K. Stephens

Mr. and Mrs. Lucian H. Neal

Ms. Susan D. Pfefferkorn

Ms. Avon Ruffin

Mrs. Robert H. Stevenson

The Honorable Stephen L. Neal

Mr. and Mrs. Ross D. Pfeiffer

Mr. and Mrs. James M. Ruffin

Mr. John E. Stewart

Mr. and Mrs. T. David Neill

Mr. and Mrs. Stephen F. Phelps

Ms. Karen Sanders

Jean Jennings Stivers

Mr. and Mrs. Fred W. Nordenholz

Dr. and Mrs. Wesley F. Phillips

Mr. and Mrs. William L. McSwain

Mr. and Mrs. Christoph Nostitz

Dr. and Mrs. William M. Satterwhite, Jr.

Mr. Richard Stockton

Mr. Emerson Walter Pitts, Jr.

Dr. and Mrs. William E. Means

Mrs. Ann Googe Nusbaum

Ms. Ruth F. Pitts

Ms. Laura Amanda Sattler

Mrs. Janice K. Story

Dr. and Mrs. Daniel G. Sayers Michelle and Alex Schenker

Mr. James B. Stuart and Ms. Charlyn Logan-Stuart

Mr. and Mrs. Andrew J. Schindler

Mr. and Mrs. Richard L. Sullivan

Dr. Bruce R. McCune Mrs. Nancy D. McGlothlin

Ray and Cathleen McKinney Mr. and Mrs. John B. McKinnon Ms. Sally R. McLeod Mr. and Mrs. J. Frank McNair IV

Mrs. John G. Medlin, Jr.

Mr. Chester T. Nuttall, Jr.

Mr. and Mrs. C. Edward Pleasants

Mr. and Mrs. Danny J. Mendenhall

Ms. Sylvia Oberle

Mr. and Mrs. John Merritt

Dr. and Mrs. David Reese O’Brien, Jr.

Mr. Graydon Pleasants and Ms. Margaret Scales

Mr. and Mrs. Thomas J. Stopyra

* Deceased

[ 66 ]

The Winston-Salem Foundation annual report


Legacy Society Members, continued

Mrs. John J. Sutton, Jr.

Mr. and Mrs. John F. Ward

Mr. and Mrs. Steve Wohlford

Mr. and Mrs. James B. Sutton

Ms. Shirley S. Ward

Mr. and Mrs. Harry H. Wolfe

Mr. and Mrs. John J. Sutton III

Mr. Joseph Washington

Dr. and Mrs. John R. Wolfe

Dr. Charles V. Taft

Mr. and Mrs. William R. Watson

Rochelle Wolfe

Dr. and Mrs. David H. Tate

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

Mrs. Allan Hollan Womble

Mrs. Margaret P. Taylor

Mr. and Mrs. Arthur G. Weber

Ms. Marguerite B. Taylor Clark and Becky Tesh

Dr. Glenda Weber and Mr. Wayne Weber

Mr. Ralph Womble and Ms. Ashley Edwards

Mr. and Mrs. William Thomas Tessien

Mr. Dennis H. Webster

Lee and Robin Woodard

Ms. Sylvia Theriault

Mr. and Mrs. Edwin L. Welch, Jr.

Dr. and Mrs. Richard C. Worf

Mrs. Stuart C. Thomas

Mrs. Robert S. Welfare

Mrs. Hal G. Worley

Dr. and Mrs. John B. R. Thomas

Mr. and Mrs. R. Michael Wells, Sr.

Bryan D. Yates

Mrs. Janet T. Thompson

Mr. and Mrs. Joe Wheliss

Ms. JoAnn Yates

Mr. and Mrs. Stephen A. Thornton

Mr. and Mrs. John C. Whitaker, Jr.

Ms. Megan McSwain Yeatts

Mr. Charles D. Tomlinson

Mr. and Mrs. Joseph Wiegel

Mr. and Mrs. Wayne Yelverton

Mr. F. Nelson Tomlinson, Jr.

Mr. and Mrs. Scott F. Wierman

Mr. and Mrs. Karl F. Yena

Dr. and Mrs. James F. Toole

Mr. and Mrs. Paul M. Wiles

Dr. and Mrs. James D. Yopp, Jr.

Mrs. Louvenia Cox Tucker*

Mr. and Mrs. Joseph Wilhem

Dr. and Mrs. Benjamin F. Young

Mr. Jay Turner and Ms. Tonya Deem

Mr. and Mrs. Gary D. Willard

Mr. and Mrs. Charles Jeffrey Young

Mr. and Mrs. John L. Turner

Mr. and Mrs. Arthur T. Williams III

Ms. Mildred D. Young

Claire and Randall Tuttle

Ms. Cynthia A. Williams

Mrs. Molly Millis Young

Mr. and Mrs. David C. Twine

Mrs. Linda C. Williams

Mrs. Ursula Young

Mr. and Mrs. Harry B. Underwood II

Mr. Stephen T. Williams

Mr. and Mrs. David Yount

Ms. Margaret M. Urquhart

Mr. John G. Williard

Mr. and Mrs. Yasser Youssef

Mr. Robert W. Van Camp

Mr. and Mrs. B.J. Willingham

Mrs. Deborah H. Vaughan

Mr. and Mrs. John W. Willingham

Tricia Vaughn

Mrs. Francis F. Willingham

Bob and Carolyn Vaughn

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

Dr. and Mrs. Ramon Velez

Mary Beth and Bert Wood

Mr. R. M. Wilson

Mr. and Mrs. Michael B. Wall

Mr. William T. Wilson III

Ms. Susan B. Wall

Ms. Betty S. Winslow

Mr. and Mrs. Galen Ward

Mr. and Mrs. H. Vernon Winters

* Deceased

Funds & Donors

[ 67 ]


Donors to Flexible Funds Both the Foundation and the community are grateful for these gifts to flexible grantmaking funds.† Because our community is a fluid, changing entity and the Foundation is unable to foresee its specific needs in the future, an investment in these funds will help us to address pressing issues and invest in new opportunities—even as they change over time.

† These funds include the Next Century Fund; the Community Leadership Fund; the Community Grantmaking Fund; Unrestricted and Field of Interest Funds; and the Community Funds for Arts and Culture, Community and Economic Development, Education, Environment, Health, and Human Services.

2017 Donors to Flexible Funds VISIONARIES

BENEFACTORS

$20,000 AND ABOVE

$10,000 – $19,999

ADVOCATES $1,000 – $4,999

Mrs. Rhea Carter Mr. M. Campbell Cawood

AIDS Care Service

Sophia Cody* Advised Fund

Anonymous (2)

George Franklin Davis Charitable Lead Annuity Trust

The Senah C. & C.A. Kent Foundation

Mr. and Mrs. F. Hudnall Christopher, Jr.

Dr. David Albertson and Dr. Liz Albertson

Mr. George M. Cleland III

Dr. and Mrs. Samuel T. Gladding

Mr. and Mrs. David L. Cotterill

Mr. Vergil H. Gough

Mr. and Mrs. C. Edward Pleasants

Dr. and Mrs. Elms L. Allen Mrs. Cynthia Anderson

Dr. and Mrs. James P. Dickerson

Dr. and Mrs. Eugene R. Heise

Mr. Clay V. Ring, Jr.*

Mr. and Mrs. John Appel

Mr. and Mrs. Dale E. Driscoll

Estate of Jacqueline S. Hunt

Mr. R. Michael Wells, Sr.

Ms. Lucy F. Armfield

Mr. and Mrs. Frank E. Driscoll

Mr. and Mrs. William P. Baldridge Mr. Graham F. Bennett

Mr. Noel Lee Dunn and Ms. Mia Celano

SUSTAINERS

Mr. and Mrs. Henry M. Booke

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

$5,000 – $9,999

Mr. John B. Brady

Mr. and Mrs. Mike Fox

Anonymous

Mike and Wendy Brenner

Mr. Paul Fulton, Jr.

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

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

Mr. and Mrs. Richard A. Brenner

Mr. and Mrs. John L. W. Garrou

Ashburn Wright Wall Pollock Charitable Trust

Mr. and Mrs. John W. Burress III

Dr. and Mrs. Malcolm M. Brown

Mr. and Mrs. Scott Gerding

Mrs. Martha H. Butner

Mr. and Mrs. Thomas O. Goodson

Mr. F. Clay Canady

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

Jacqueline S. Hunt Charitable Remainder Annuity Trust Mrs. Ann C. Johnston Ms. Joyce Kohfeldt Estate of A.C. Motsinger, Jr.

Mrs. John J. Sutton, Jr.

Anna Reilly and Matthew Cullinan

United Way of Forsyth County

Mr. and Mrs. Richard N. Davis

Estate of Pamela Westrick

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

A. Tab Williams Charitable Lead Annuity Trust

Mr. and Mrs. J. Kirk Glenn, Jr. Mrs. Calder W. Womble*

Mr. and Mrs. David Yount

[ 68 ]

The Winston-Salem Foundation annual report

* Deceased

For a list of 2017 donors to other named funds, visit wsfoundation.org/2019-addendum


2017 Donors to Flexible Funds, continued

PHILANTHROPISTS UP TO $500

Mr. and Mrs. John J. Degroot

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

SUPPORTERS $500 – $999

Frank Borden Hanes Revocable Trust

Anonymous

Abbot Downing—–A Wells Fargo Company

Mr. and Mrs. James R. Douglas

Mr. and Mrs. Tommy L. Hickman

Ms. Amy P. Barnhardt

Dr. Azeez A. Aileru

Mr. and Mrs. James W. Douglas

Dr. and Mrs. Francis M. James III

Mr. R. Gordon Bingham

Mr. and Mrs. Miller Allen

Mr. and Mrs. Jeff Dray

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

Mr. and Mrs. James Carros

Mr. Worth Allen

Ms. Nancy W. Dunn

Mr. and Mrs. Stanhope A. Kelly

Dr. and Mrs. Ralph D’Agostino

AmazonSmile Foundation

Ms. Phyllis H. Dunning

The Mortimer and Barbara Klaus Family Foundation

Mr. and Mrs. Daniel W. Donahue

Mr. and Mrs. James W. Armentrout

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

Mr. Joshua R. Donley

Dr. and Mrs. Donald L. Armitage

Mr. and Mrs. John R. Elster, Jr.

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

Ms. Ann Flynt

Ms. Lynn Armstrong

Mr. and Mrs. Ronald K. Embry

Ms. Ellen N. Monahan

Mr. and Mrs. J. F. Goins III

Dr. and Mrs. Philip R. Aronson

Ms. Turquoise B. Erving

Mr. and Mrs. Lucian H. Neal

Mr. and Mrs. Thomas W. Griffin

Mr. and Mrs. Doug Atkinson

Ms. Brenda K. Evans

Margaret W. Parker Charitable Lead Unitrust

Mr. and Mrs. John Harrison

Mr. and Mrs. Bruce M. Babcock

Ms. Kathleen Evans

Mr. and Mrs. Dennis Hatchell

Ms. Edna Barker

Mr. Graydon Pleasants and Ms. Margaret Scales

Dr. Steven Feldman and Ms. Leora Henkin

Mr. and Mrs. Richard D. Hensel

Dr. Frederick A. Blount

Mr. and Mrs. Edwin Robins

Mr. and Mrs. Don Fitzgerald

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

Larry E. Bohannon and Sharon Hamilton

Mr. and Mrs. Richard O. Rogers III

Judge William H. Freeman

Mrs. Edmund B. Hopkins

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

Mr. and Mrs. John D. Royster

Ms. Bernice Gaither

Integrated Solutions International

Dr. Allison Brashear

Mr. William T. Schatzman

Dr. Rogan Kersh and Ms. Sara Pesek

Mrs. Ann L. Brenner

Mr. and Mrs. Andrew J. Schindler

Ms. Anne Garvey

Mr. and Mrs. Jeffrey Lawyer

Mr. and Mrs. Timothy P. Brooker

Ms. Nancy S. Spencer

Mr. and Mrs. Thomas M. Ginn

Mr. and Mrs. Frank K. Lord III

Mr. Seth Brown

Mr. Richard Stockton

Mr. and Mrs. William A. Goodson III

Dr. and Mrs. Harold Martin, Sr.

Vardaman and Sherry Buckalew

J. William and Mary Helen Straker Charitable Foundation

Mr. J. Conrad Graham

Dr. and Mrs. Kenneth Maxwell

Mr. Coy C. Carpenter, Jr.

Mr. and Mrs. Bernard Gray

Dr. W. Frederick McGuirt

Mrs. Anne S. Carr

Mr. and Mrs. Lyons Gray

Mr. John V. Pappas

Ms. Peggy Carter

Dr. and Mrs. Gary M. Green

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

Mr. and Mrs. Joel L. Cathey

Mr. and Mrs. Mark N. Griffith

Mr. W. David Shannon

Mr. and Mrs. Lee A. Chaden

Mr. and Mrs. Edward W. Griggs

Mr. and Mrs. G. Dee Smith

Mr. and Mrs. Robbie O. Chandler

Mr. and Mrs. Michael D. Gunter

The Strickland Family Foundation

Mr. and Mrs. Ronald J. Clein

Mr. Jonathan D. Halsey

Mrs. John R. Surratt

Mr. and Mrs. C. Penn Craver, Jr.

Mr. James A. Hancock, Jr.*

Mr. and Mrs. Scott F. Wierman

Mr. and Mrs. John S. Dallas III

Mr. and Mrs. Joseph C. Hedgpeth

Winston-Salem Chamber of Commerce

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

Mr. and Mrs. Richard M. Henderson

Erna and Bill Womble, Jr.

Bill and Betty Gray Davis

Ms. Pamela Hollodick

Ms. Judith B. Halverson

Ludy M. Strother Charitable Lead Annuity Trust Mr. and Mrs. Michael A. Trawick Claire and Randall S. Tuttle Mr. John C. Whitaker, Jr. Mr. and Mrs. Paul M. Wiles Mr. and Mrs. John W. Willingham Mrs. Francis F. Willingham Mr. and Mrs. J. D. Wilson, Jr. Mr. and Mrs. H. Vernon Winters

Mr. and Mrs. David Russell DenHerder

Mr. and Mrs. John G. Gallins

* Deceased

Funds & Donors

[ 69 ]


2017 Donors to Flexible Funds, continued

Home Real Estate Company, Inc.

Ms. Debbie Marshall

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

Ms. Marjorie T. Hoots

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

Ms. Sandi Scannelli

Greg and Carol A. Hoover

Mr. and Mrs. James E. Martin

Mrs. Viola R. Sharpe

Mr. C. Royce Hough

Ms. Martha Y. Martinat

Mr. and Mrs. William W. Shaw

Ms. Anne S. Howell*

Ms. Carolyn McBride

Mr. and Mrs. Joe B. Simpson

Mrs. Frances R. Huber

Dr. and Mrs. William McCall, Jr.

Mr. and Mrs. Richard G. Simpson

John and Patricia Hunter

Dr. James A. McCool

Mr. Willis Slane and Dr. Caroline Chiles

Immedia Print

Rebecca and Ed McKee

Mr. and Mrs. J. Todd Slate

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

Mrs. Grover C. McNair, Jr.

Ms. Elizabeth A. Sloan

J.P. Rider Charitable Remainder Trust

Mr. and Mrs. Dennis W. McNames

Amy K. Smith and Kenny Smith

Dr. Richard Janeway*

Dr. Henry S. Miller, Jr.

Mr. and Mrs. Bruce W. Smith

Dr. and Mrs. Ali Jarrahi

Mr. and Mrs. Daniel N. Moury

Ms. Susan S. Sommerkamp

Mr. Maurice N. Jennings

Dr. Virginia K. Newell

Sorosis Club of Winston-Salem

Mr. John C. Jessup

Mr. and Mrs. Michael Newman

Mr. R. Arthur Spaugh

Ms. Betty W. Johnson

Mr. Richard P. Nordan

Judge and Mrs. Ronald E. Spivey

Mr. and Mrs. Douglas S. Jones

Mr. Derwick Paige

Dr. Robert L. Sprinkle

Dr. and Mrs. F. Whitney Jones

Ms. Marilyn A. Parker

Ms. Taylor Steelman

Ms. Sherry A. Kellett

Mr. and Mrs. Charles C. Patton

Dr. Allston Stubbs III

Dr. David L. Kelly, Jr.

Ms. Susan D. Pfefferkorn

Nat and Phyllis Swanson

Mr. M. Carlyle Kinlaw, Jr.

Mr. Kevin Piotrowicz

Dr. Charles V. Taft

Mr. and Mrs. Edward H. Klevinski, Jr.

Ms. Virginia Pleasants

Ms. Alisia F. Talley

Mr. and Mrs. William A. Knott

Ms. Lynne Poppe

Mr. and Mrs. R. Christopher Teter

Ms. Judy Lambeth

Ms. Gerri Pratt

Mr. and Mrs. Patrick Thuman

Mr. and Mrs. Thomas W. Lambeth

Lisa and Cliff Purcell

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

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

Martin and Donna G. Rader

Mrs. Charles F. Vance, Jr.

Mr. James E. Lippard

Ms. Silvia Ramos

Mr. and Mrs. Khurshed Wadia

Mr. and Mrs. Ernest V. Logemann

Mr. and Mrs. Edward Lee Raymer

Ms. Bernadette Wallace

Mr. and Mrs. John C. Lovett

Ms. Diane G. Reeves

Mr. William R. Wallace, Jr.*

Ms. Annette P. Lynch

Mr. and Mrs. Ron Rosenberg

Mr. Charles C. Lyon

Mrs. Kathryn Roundtree

Mr. Robert Maddrey

Mr. and Mrs. John L. Ruffin

* Deceased


2018 Donors to Flexible Funds VISIONARIES

BENEFACTORS

$20,000 AND ABOVE

$10,000 – $19,999

AIDS Care Service

Anonymous (2)

Mr. and Mrs. Herbert Baker

James A. Hancock, Jr. and Martha Stockton Hancock Charitable Remainder Trust

BB&T

Dr. and Mrs. John D. McConnell

Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust

Charles Mull Fund

Mr. and Mrs. J. Paul Breitbach

Mr. and Mrs. C. Edward Pleasants

Mrs. Ann L. Brenner

Claire and Randall S. Tuttle

Margaret W. Brooks Trust

Mr. and Mrs. Dennis G. Hatchell

Anonymous (2)

Mr. and Mrs. Tommy L. Hickman

Dr. David Albertson and Dr. Liz Albertson

Dr. and Mrs. Francis M. James III

Dr. and Mrs. Elms L. Allen Mr. and Mrs. John Appel Dr. and Mrs. Guy Arcuri Ms. Lucy F. Armfield Ms. Amy P. Barnhardt Mr. and Mrs. Henry M. Booke

Mr. and Mrs. Christopher J. Chapman J. Scott Cramer Charitable Remainder Unitrust

ADVOCATES $1,000 – $4,999

SUSTAINERS $5,000 – $9,999

Mike and Wendy Brenner Dr. and Mrs. Malcolm M. Brown Mrs. Rhea Carter

George Franklin Davis Charitable Lead Annuity Trust

APL Bucket Fund

Mr. M. Campbell Cawood

Ava Gardner Trust

Mr. and Mrs. Richard A. Brenner

Mr. George M. Cleland III

Mr. Vergil H. Gough

Mr. and Mrs. F. Hudnall Christopher, Jr.

Dr. and Mrs. Ralph D’Agostino

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

Mr. and Mrs. Richard N. Davis

Mr. and Mrs. Dale E. Driscoll

Mr. and Mrs. Stanhope A. Kelly

Mr. Noel Lee Dunn and Ms. Mia Celano

The Senah C. & C.A. Kent Foundation

Mr. Paul Fulton, Jr.

Dr. Thomas O’Neill and Dr. Stacey O’Neill

Mr. and Mrs. John L. W. Garrou

J.P. Rider Charitable Remainder Trust

Mr. and Mrs. Scott Gerding

Mr. and Mrs. Benjamin C. Sutton, Jr.

Mr. and Mrs. Thomas O. Goodson

Mr. F. Nelson Tomlinson, Jr.

Ms. Judith B. Halverson

Mr. and Mrs. F. Borden Hanes, Jr. Mrs. Ann C. Johnston Estate of A.C. Motsinger, Jr. Gordon Pfefferkorn Charitable Lead Annuity Trust United Way of Forsyth County Estate of Pamela Westrick A. Tab Williams Charitable Lead Annuity Trust Mr. and Mrs. H. Vernon Winters Mr. and Mrs. David Yount

Hans W. and Elizabeth K. Wanders Advised Fund

Mr. and Mrs. Richard D. Hensel

Mr. and Mrs. Gordon W. Jenkins Mr. and Mrs. William B. Kay, Jr. The Honorable Molly Leight Ms. Adrienne Amos Livengood Mr. and Mrs. W. Randolph Loftis, Jr. Ms. Debbie Marshall Dr. and Mrs. Harold L. Martin, Sr. Mr. David P. Masich Dr. and Ms. Kenneth Maxwell Mr. William Fredrick McGuirt, Jr. Ms. Ellen N. Monahan Mr. and Mrs. Daniel N. Moury Mr. and Mrs. Thomas L. Ogburn, Jr. Mr. and Mrs. William A. Parsley Mr. and Mrs. Edwin Robins Mr. and Mrs. Richard O. Rogers III Mr. and Mrs. John D. Royster Mr. Dalton D. Ruffin* Mr. William T. Schatzman Mr. and Mrs. Andrew J. Schindler Mr. and Mrs. R. Edwin Shelton * Deceased

For a list of 2018 donors to other named funds, visit wsfoundation.org/2019-addendum

Funds & Donors

[ 71 ]


2018 Donors to Flexible Funds, continued

Ms. Nancy S. Spencer

Mr. and Mrs. Jeffrey Lawyer

Mr. and Mrs. Thomas N. Connors

The Strickland Family Foundation

Mr. James E. Lippard

Mr. and Mrs. David L. Cotterill

Ludy M. Strother Charitable Lead Annuity Trust

Mr. and Mrs. Frank K. Lord III

Ms. Susan Covington

Mr. Charles C. Lyon

Ms. LaRue P. Cunningham

Temple Emanuel

Mr. Wayne F. Morgan

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

Togo D. West, Jr. Advised Fund

Mr. John V. Pappas

Mr. and Mrs. Jon M. Daly

Mr. and Mrs. Richard Watts

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

Dr. Artina L. Dawkins

Mr. and Mrs. Arthur G. Weber

Martin and Donna G. Rader

Ms. Rebecca M. Deaton

Mr. and Mrs. R. Michael Wells, Sr.

Mr. W. David Shannon

Ms. Kay K. Dillon

Mr. John C. Whitaker, Jr.

Mr. Willis Slane and Dr. Caroline Chiles

Mr. and Mrs. James W. Douglas

Mr. and Mrs. Paul M. Wiles Mr. and Mrs. John W. Willingham

Amy K. Smith and Kenny Smith

Mr. and Mrs. John R. Elster, Jr.

Mr. and Mrs. George E. Wilson

Mr. and Mrs. G. Dee Smith

Mrs. John H. Felts

Calder and Martha Womble Advised Fund

Mrs. John R. Surratt

Mrs. Andrea P. Fox

SUPPORTERS $500 – $999

PHILANTHROPISTS UP TO $500

Anonymous

Dr. Azeez A. Aileru

Mr. Graham F. Bennett

Mr. and Mrs. Miller Allen

Mr. R. Gordon Bingham

AmazonSmile Foundation

Dr. Allison Brashear

Mr. and Mrs. Bruce M. Babcock

Rabbi Mark D. Cohn

Mr. and Mrs. William P. Baldridge

Mr. and Mrs. C. Penn Craver, Jr.

Mr. and Mrs. Charles S. Baldwin III

Mr. and Mrs. E. Lawrence Davis III

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

Mary and Joe Dudley

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

Mr. and Mrs. J. F. Goins III

Mr. and Mrs. Timothy P. Brooker

Dr. and Mrs. Gary M. Green

Ms. Sylvia J. Caldwell

Mr. and Mrs. Thomas W. Griffin

Mr. Coy C. Carpenter, Jr.

Mr. and Mrs. Michael D. Gunter

Ms. Genie Carr

Mr. and Mrs. James G. Hanes III

Mr. and Mrs. Jere Carter

Mr. and Mrs. John Harrison

Mr. and Mrs. Robbie O. Chandler

Dr. and Mrs. Eugene R. Heise

Mr. and Mrs. Terry A. Clark

Dr. Rogan Kersh and Ms. Sara Pesek

Mr. Keith Coe

Mr. and Mrs. Robert L. Edwards

Ms. Cici Fulton Ms. Anne Garvey Ms. Catherine T. Giles Giving Assistant, Inc. Mr. and Mrs. Richard E. Glaze Mr. and Mrs. William A. Goodson III Mr. and Mrs. Richard A. Gottlieb Mr. J. Conrad Graham Mr. and Mrs. David Gramley Mr. Jonathan D. Halsey Mr. James C. Harper, Jr. Mr. and Mrs. Richard M. Henderson Mr. M. N. Hennessee Mr. Felda Hightower, Jr. HKS Hardware and Hollow Metal, Inc. Greg and Carol A. Hoover John and Patricia Hunter Immedia Print Mr. and Mrs. James M. Iseman, Jr.


2018 Donors to Flexible Funds, continued

Mr. John C. Jessup

Mr. and Mrs. James E. Martin

Ms. Corlis L. Sellers

Ms. Leila L. Warren

Ruth and Gene Johnson

Ms. Eloise G. McManus

Mr. and Mrs. William W. Shaw

Mr. and Mrs. David C. Wesson

Dr. David L. Kelly, Jr.

Mr. and Mrs. Dennis W. McNames

Mr. and Mrs. Richard E. Shore, Jr.

Ms. Meridith C. Whitaker

Mrs. Elizabeth B. Kerner

Dr. and Mrs. J. Wayne Meredith

Mr. and Mrs. Aaron B. Shough

Ms. Teresa White

Kilpatrick Townsend & Stockton LLP

Dr. Henry S. Miller, Jr.

Mr. and Mrs. Joe B. Simpson

Ms. Doris Whitt

Mr. and Mrs. Joe King

Mr. Paul Norby

Mr. and Mrs. J. Todd Slate

Mr. and Mrs. Scott F. Wierman

Korner’s Folly Foundation

Ms. Katherine W. Otterbourg

Ms. Anna M. Smith

Mr. and Mrs. J. Tracy Wilkerson

Ms. Jo Ann Kyslinger

Mr. and Mrs. Charles C. Patton

Ms. Claire Smith

Mr. Tony Williamson

Ms. Judy Lambeth

Ms. Susan D. Pfefferkorn

Mr. and Mrs. Kenneth P. Sommerkamp

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

Mr. and Mrs. Thomas W. Lambeth

Mr. David R. Plyler

Judge and Mrs. Ronald E. Spivey

Mr. H. Wharton Winstead

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

Ms. Esther K. Preston

Ms. Ring T. Stafford

The Winston-Salem Foundation Staff

Mr. Curtis Leonard

Lisa and Cliff Purcell

Mr. and Mrs. Bruce H. Stein

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

Ms. Trisha Lester

Mr. and Mrs. Edward Lee Raymer

Mr. C. K. Torrence III

Dr. and Mrs. Dan S. Locklair

Mr. Clay V. Ring, Jr.*

Mr. and Mrs. Michael A. Trawick

Ms. Annette P. Lynch

Kirsten and Doug Ririe

Turnpike Properties, Inc.

Mr. and Mrs. David E. Manthey

Ms. Margaret Scales

Dr. Lelia L. Vickers

* Deceased

Funds & Donors

[ 73 ]


Financial Overview Statement of Assets, Liabilities, and Net Assets (Modified Cash Basis)—December 31, 2018 and 2017 ASSETS

2018

2017

Cash and cash equivalents

$ 37,633,584

$ 133,658,594

Securities

464,993,758

400,248,125

Student loans receivable Notes receivable 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

2017

LIABILITIES Amounts withheld from employees

$ 1,423

$ 4,973

316,564

429,286

Deferred compensation liability

34,002

18,987

465,000

Agency deposits

831,691

706,828

19,646,544

19,319,522

Split interest assets held in trust (Note 1)

4,016,275

4,016,275

Total liabilities

1,308,523

1 ,270,243

36,144,649

45,131,814

1,148,770

1,148,527

$ 565,673,667

$ 605,687,386

Note 2: For audited financial statements, Statement of Financial Accounting Standards No. 136 classifies agency endowments as liabilities instead of net assets. However, these endowments are legal assets of the Foundation and therefore are shown as net assets in these unaudited financials to mirror their treatment on the Foundation’s Form 990. Note 3: Unpaid grant commitments from endowed funds approved by The Winston-Salem Foundation Committee amounted to $1,848,652 and $2,271,620 at December 31, 2018 and 2017, respectively.

The Winston-Salem Foundation annual report

2018

465,000

Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $20,274,733 and $27,494,194 as of December 31, 2018 and 2017, respectively.

[ 74 ]

LIABILITIES AND NET ASSETS

36,144,649

45,131,814

$ 37,011,765

$ 45,862,602

NET ASSETS, WITHOUT DONOR RESTRICTIONS Discretionary

$ 37,452,521

$ 38,258,412

Field of interest

30,334,521

33,026,718

Scholarship

26,481,293

26,664,362

Student loan

334,119

482,701

Donor advised

294,675,343

317,218,395

Donor designated

109,365,033

111,444,237

21,762,883

22,672,537

Organizational endowments (Note 2) Real estate Administrative Total net assets

3,566,141

3,566,141

4,690,048

6,491,281

$ 528,661,902

$ 559,824,784

COMMITMENTS (See Note 3) Total liabilities and net assets

$ 565,673,667

$ 605,687,386


These financials represent information for The Winston-Salem Foundation only and do not include the consolidation of a supporting organization, The Millennium Fund. If you would like a complete copy of the 2018 audited financial statements once available, please visit our website at wsfoundation.org.

Combined Statements of Receipts, Disbursements, and Changes in Net Assets (Modified Cash Basis)—years ended December 31, 2018 and 2017 CHANGE IN NET ASSETS

2018

361

Interest, dividends, and other investment income

$ 44,494,512

$ 155,513,276

9,781,769

6,659,257

Other receipts

429,414

263,695

Total receipts

$ 54,705,695

$ 162,436,228

566

455

2017

RECEIPTS Donations and bequests

606

Total Assets (in millions)

211

245

269

277

’10

’11

385

388

’14

’15

310

DISBURSEMENTS Grants

$ 57,995,885

$ 46,302,713

Executive office operations

4,082,377

3,785,469

Trustee banks’ and investment management fees

1,482,867

1,302,879

Brokerage fees Other disbursements Total disbursements Receipts over (under) disbursements before net realized and unrealized gains (losses)

31,258

43,240

122,001

124,688

63,714,388

51,558,989

($ 9,008,693)

$ 110,877,239

Net realized and unrealized gains (losses)

($ 22,154,189)

37,625,135

Increase (decrease) in net assets

($ 31,162,882)

$148,502,374

’08

’09

NET ASSETS

2018

2017

$ 559,824,784

$411,322,410

End of year

$ 528,661,902

$ 559,824,784

’13

’16

’17

Total Grants Paid (in millions)

’18

58 46 38

24 17

Beginning of year

’12

’08

’09

19

’10

21

20

21

’11

’12

’13

25

’14

27

’15

’16

’17

’18

Financial Overview

[ 75 ]


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.

[ 76 ]

Linda Garrou Chair

Randall S. Tuttle Vice Chair

Former N.C. State Senator

Founder and Partner Trade Street Capital Partners, LLC

Dr. Gary Green Secretary

Dr. John D. McConnell Treasurer

Former President Forsyth Technical Community College

Chief Executive Officer Emeritus Wake Forest Baptist Medical Center Executive Director and Chair Wake Forest Healthcare Ventures

Evelyn Acree

Ray Hand

Peggy Reingold

Senior Vice President and Business Banker M&F Bank

Senior Vice President and Executive Director BB&T Wealth Advisors

Community Relations Consultant Wells Fargo

Alison Ashe-Card

Jeff Lindsay

Oscar Santos

Assistant Director, Office of Career and Professional Development Wake Forest University School of Law

Executive Vice President and Chief Operating Officer Novant Health

Senior Vice President and Leadership and Professional Development Manager BB&T

Joe Crocker

Lucia Marshall

Mike Wells

Program Director of Local Impact Kate B. Reynolds Charitable Trust

Certified Financial Planner and Wealth Management Advisor Merrill Lynch

Partner Wells Law, PLLC

The Winston-Salem Foundation annual report


The Winston-Salem Foundation Supporting Committees 2019 COMMUNITY PHILANTHROPY BUILDERS

2019 STUDENT SCHOLARSHIP COMMITTEE

Anna Ridener

Leroy Davis, Treasurer

Lisa Purcell

Daisy Rodriguez-Besse

Artina Dawkins

Shawn Ricks

Allison Brashear

Brittney Albert

Christina Stewart

Robin Barksdale Ervin

Richard Brenner

Betty Alexander

Kay Stroud

Shawan Gabriel

Phyllis Britnell

Edna Barker

Jane Suitt

Nicole Gentles

Thailer Buari

Robert Barr

Paula Turner

Robert Leak, III

John Burress

Cheryle Belo

Teresa White

Takeisha Redd

Peggy Carter

Peggy Carter

Latonya Wright

Mae Rodney

Robbie Chandler

Gwenn Clements

Karl Yena

Leslie Sadler

Nancy Young

Corlis Sellers-Drummond

Christopher Chapman

Linda Collins

Hunter Coords

William Collins

Artina Dawkins

Janet Culpepper

Brenda Diggs

Lindy Ellis

2018–2019 YOUTH GRANTMAKERS IN ACTION PARTICIPANTS Jane Antonas Zavera Basrai Najashi Belcher Tucker Bowman Jayden Brown

Carrie Woods 2019 GRANTMAKING SUBCOMMITTEE

Vivian Caldwell

Linda Garrou

James Gallaher

Randall Tuttle, Chair

Ted Goins

Anne Garvey

Evelyn Acree

2019 THE WOMEN’S FUND OF WINSTON-SALEM BOARD OF DIRECTORS

Hamia Clemons Austin Cook

Harris Gregg

Olivia Fleming

Ray Hand

Eddie Hernandez

Alison Ashe-Card

Lamaya Williams, Chair

Andrea Jenkins

Katherine Hoyt

Dean Clifford

Gwenn Clements, Vice-Chair

Karina Hernandez-Reyes Allison Hiersteiner

Lottie Kay

Roger Hyman

Joe Crocker

Phyllis Britnell, Secretary

Kayce King

Goldie Irving

Gary Green

Latoya Cheek, Treasurer

Makayla Jackson Rhyan Johnson

Joe Logan

Johnny Johnson

Adam Hill

Katherine Acenas

Martha Logemann

Julie Johnson

Alexes Johnson

Emily Averill

Marcos Lammel

Elizabeth Dam-Regier

Caleb Lumpkin

Debbie Marshall

Claudia Kennedy

John McConnell

Lisa Parrish

Alexander King

Willette Nash

Lawren Desai

Daisy Orozco

Kenneth Pettigrew

Claire Giffin

Nicholas RiCharde

Ed Pleasants

Jo Ann Kyslinger

Virginia Pleasants

Barbara Lancaster

Jaime Hunt

DeMorris Samuel

Jane Potter

Robert Mason

Mary Jamis

Anahi Sanchez-Tapia

Peggy Reingold

Carolyn Matthews

Kim Stogner

Britt Anne McClelland

Michael Trawick

George McLendon

Mike Wells

Kenneth Raymond

2019 BLACK PHILANTHROPY INITIATIVE ADVISORY COMMITTEE

Donna Jones

Taylor Simmons-Parsons

Claudia Kennedy

Kekoa Thompkins

Roger Hyman, Chair

Elizabeth Lees

Dante Tongogara

Melvin J. Scales, Vice Chair

Amy Lytle

Eleanor Tyson

Michael Frye, Secretary

Paige Meltzer

Foundation Committees

[ 77 ]


The Winston-Salem Foundation Staff Edna Barker

Student Aid Manager

Amanda Bennett Angela Breathette Anna Brewer April Durr

Sandra Fishel-Booth Eric Freeman

[ 78 ]

Program Officer

Gifts Processor and Administrative Assistant

Anne Garvey

Director, Fund Administration and Stewardship

Philanthropic Services Manager

and Capital Campaigns

Susan Elster

Director, Marketing and Communications

Layla Garms

Program Director, Capacity Building

Cici Fulton

Program Officer

Brittney Gaspari Taylor Hayes Andrea Hulighan

Vice President, Community Investment Marketing and Communications Manager Director, Strategic Initiatives

Philanthropic Advisor

Tamisha Keith

Donor Relations Officer

Program Officer

Annette Lynch

Vice President, Advancement

Accounting Associate

Dee Matthews

Comptroller

The Winston-Salem Foundation annual report

Patrick Meehan Lisa Purcell Daisy Rodriguez Todd Slate Shamika Starke Christina Stewart Leila Warren Meridith Whitaker Scott Wierman

Director, Information Systems and Technology Executive Vice President Director, Student Aid Vice President, Finance and Administration Manager, Strategic Initiatives Receptionist Executive Assistant Director, Philanthropic Services President


THE BURRESS FAMILY CENTER FOR PHILANTHROPY Nonprofit organizations and groups are invited to use this collaborative meeting space to learn, connect, and share ideas. The Foundation is pleased to have hosted more than 3,000 community meetings in this space since it opened in 2015.

For more information, please visit wsfoundation.org/meeting-space

Design M Creative Photography Lauren and David Clark, David Reavis, Christine Rucker Printing Graphic Visual Solutions Story Writing Betsi Robinson


751 West Fourth Street, Suite 200 Winston-Salem, NC 27101-2702 Telephone (336) 725-2382 Fax (336) 727-0581 Toll-free (866) 227-1209 wsfoundation.org

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Profile for The Winston-Salem Foundation

The Winston-Salem Foundation's 2019 Report to the Community  

The Winston-Salem Foundation's 2019 Report to the Community