The Winston-Salem Foundation's 2016 Report to the Community

THE WINSTON-SALEM FOUNDATION

BUILDING COMMUNITY

TOGETHER 2016 REPORT TO THE COMMUNITY | 2015 ANNUAL REPORT

“Re-Tree of Life Mosaic” by Nannette G. Davis at Sawtooth School for Visual Art

[TOGETHER[ BUILDING COMMUNITY

One person can make a difference.

And one organization can make things happen.

But neither alone can build a community.

Community depends on the involvement of us all.

Across neighborhoods, beyond comfort zones, at work and at home and in between.

And this is how our community will become stronger than ever.

Never before has there been so much collaboration and creativity among such a diverse and growing number of community builders.

Individuals giving time and resources.

Organizations embracing bold missions.

And then a crisscrossing and coalescing of all this human energy — expanding the skills and assets found on every corner, respecting the merits of every viewpoint, and transforming our community together.

The Winston-Salem Foundation is proud to be part of many extraordinary alliances

that help grow our community with shared purpose, values, and opportunity.

As more and more people are joining together to become builders of our community, we are seeing an amazing multiplier effect,

proving there is no boundary to what our community can build together.

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COMMUNITY LEADERSHIP

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YEAR IN REVIEW

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BUILDING COMMUNITY TOGETHER

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GRANTS

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FUNDS AND DONORS

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FINANCIAL OVERVIEW

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FOUNDATION COMMITTEES

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STAFF AND FACILITY

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

THE FOUNDATION’S EFFORTS ARE INSPIRED BY FOUR CORE VALUES:

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

INCLUSION – To embrace the contributions of individuals from diverse backgrounds, beliefs, experiences, and perspectives.

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

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

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MESSAGE TO THE COMMUNITY

BUILDING COMMUNITY TOGETHER

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HEN WE WORK TOGETHER, innovative approaches

to community issues are more likely to emerge. As your community foundation, we are in a unique position to connect generous individuals and businesses, thoughtful leaders, and impactful nonprofits to collectively create change.

In the past year, the Foundation has led with a big-picture view, a key goal of our most recent strategic plan. We leveraged resources to support many community efforts, including potentially transformative initiatives such as Collaborating for Clients and the Community Innovation Lab. These collaborative efforts are confronting issues such as disparities in food security, housing, and health by utilizing the assets and diverse viewpoints in neighborhoods across our community.

Recognizing that education is also key to our community’s future, the Peer Project offered a second year of grants in 2016 supporting crucial professional development opportunities for Winston-Salem/ Forsyth County Schools’ educators, and we are also pleased to be providing administrative support for Project Impact, a six-year, $45 million effort by the business community to improve thirdgrade reading and math scores.

We saw the Winston-Salem and Forsyth County community collaborate in new ways this year, bringing together organizations with different missions and people with diverse passions. The stories that follow in this report highlight the generosity and vision that make building community together possible.

This has been a year of honest conversations, mutual respect, and hard work. Let’s continue moving forward — together!

STAN KELLY

SCOTT F. WIERMAN

Chair The Winston-Salem Foundation Committee

President The Winston-Salem Foundation

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COMMUNITY LEADERSHIP THE

PEER PROJECT

peerPROJECT ENGAGING EDUCATORS IN CONTINUOUS LEARNING Staff from Cook Literacy Model School at July 2016 training

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N JUNE 2015, the Foundation announced an exciting

collaboration with Winston-Salem/Forsyth County Schools: the PEER PROJECT, a five-year commitment to support local educators with a broad range of professional development learning opportunities, all aimed at supporting the District’s three goals of improving third-grade literacy, increasing the high school graduation rate, and closing the achievement gap.

ENGAGING EDUCATORS IN One example of Peer Project support includes funding an CONTINUOUS LEARNING intensive, week-long training in the ORTON-GILLINGHAM INSTRUCTIONAL APPROACH by esteemed trainer Ron Yoshimoto; ReadWS and the school system collaborated closely to bring Yoshimoto back to Winston-Salem for a second year in July 2016.

peerPROJECT

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The initiative also supported a second year of professional development grants at the district’s COLLABORATIVE LEARNING CONFERENCE in August 2016. The conference featured renowned speaker and trainer Eric Jensen who has developed practical engagement applications for educators, especially for those teaching children living in poverty.

Thanks to many generous donors, the Foundation’s initial $2 million investment in the Peer Project has grown to $2.3 million.

To-date, more than $500,000 has been invested in professional development opportunities to help build a culture of creativity, innovation, and continuous learning for local educators to ultimately boost student achievement in Forsyth County.

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COLLABORATING FOR CLIENTS

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N MAY 2015, Second Harvest Food Bank of Northwest NC was one of five food banks selected by Feeding America to participate in a three-year pilot program called COLLABORATING FOR CLIENTS (C4C) , a collective impact approach to improve family stability in the areas of food security, health, housing, and income.

Supported by a $380,000 grant from the Laura and John Arnold Foundation and in partnership with The Winston-Salem Foundation, Kate B. Reynolds Charitable Trust, United Way of Forsyth County, Forsyth Futures, Neighbors for Better Neighborhoods, Crisis Control Ministry, Financial Pathways of the Piedmont, Cooperative Extension, Forsyth County Public Health Department, Habitat for Humanity, Goodwill Industries, HandsOn Northwest North Carolina, and Wake Forest Baptist Health, C4C has identified two neighborhoods in which to implement this approach. Since January 2016, C4C has hosted multiple convenings for community leaders, nonprofits, and neighborhood residents. In November 2015, the Foundation committed $62,000 to the project.

C4C participants review and discuss neighborhood data provided by Forsyth Futures

COMMUNITY INNOVATION LAB

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AUNCHED IN 2015 in Winston-Salem and convened by the

Thomas S. Kenan Institute for the Arts at UNC School of the Arts, The Arts Council of Winston-Salem and Forsyth County, and the Foundation, the COMMUNITY INNOVATION LAB is bringing together a diverse, cross-sector group of local stakeholders and integrating artists to address inequities in employment, income, and wealth in our community. Thanks to $700,000 in grant support from the Kresge Foundation and facilitated by EmcArts, the Lab’s work is focused on integrating the arts to solve complex issues in our community while intentionally building social capital.

In July 2016, the Foundation made a $100,000 Community Grant to support the Lab’s second phase.

Community Innovation Lab teams tackle community issues of inequity

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YEAR IN REVIEW 2016 COMMUNITY LUNCHEON

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SELLOUT CROWD of more than 1,200 community members gathered at the Benton Convention Center on May 4 for the Foundation’s 2016 Community Luncheon.

Keynote speaker Jamie Vollmer spoke about the importance of public education and the role each of us must play in improving outcomes for children in our community. Over 100 Winston-Salem/ Forsyth County Schools principals, assistant principals, and administrative staff attended to hear Vollmer’s keynote and engage in conversation with community members. Vollmer is the author of Schools Cannot Do it Alone, which was available after the luncheon at a book signing offered by Bookmarks. The Forsyth Promise, HandsOn Northwest North Carolina, the Winston-Salem Chamber

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of Commerce, and the school system also offered information on volunteering in our public schools.

Awards were presented to an exemplary group of community builders. The 2016 Winston-Salem Foundation Award was presented to Sylvia Oberle, and the 2016 ECHO Award recipients were Laurie Coker, Robin Embry, F3 Winston-Salem, Goler Community Garden at the Downtown Health Plaza, and Sylvia Oberle.

Many thanks to 84 generous table sponsors who signed on to be Community Investors, Community Builders, and Community Supporters — their support allowed the Foundation to provide even greater community access to the Luncheon. Mark your calendars and join us for next year’s luncheon on Wednesday, May 3, 2017.

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2016 AWARDS

THE WINSTON-SALEM FOUNDATION AWARD

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HE WINSTON-SALEM FOUNDATION AWARD,

the Foundation’s highest honor, is given to individuals who demonstrate the Foundation’s values of generosity, excellence, inclusion, and integrity along with visionary leadership in a community activity or on behalf of a community organization — particularly in the recent past.

Sylvia Oberle, this year’s award recipient, is a transformative leader who brings together people of diverse backgrounds, ethnicities, and faiths to ensure that everyone’s voice is heard.

Before retiring in 2016, Sylvia served as executive director of Habitat for Humanity of Forsyth County, leading the organization to new heights with the establishment of two new ReStores and a new headquarters in the Boston-Thurmond neighborhood, where much of Habitat’s work is concentrated. The organization has expanded its reach in the community, impacting the lives of

Habitat and non-Habitat homeowners alike, thanks to Sylvia’s leadership and passion for improving the lives of local residents.

This award is selected by a committee comprised of Foundation volunteers as well as the community-at-large.

With this well-deserved recognition comes a $10,000 Foundation grant, which Sylvia designated to Habitat for Humanity of Forsyth County to benefit its hands-on maintenance classes and tool lending library for homeowners, and to the Bethesda Center for its Take the Lead event, which supports its mission of reducing homelessness in our community.

Members of Habitat for Humanity’s staff join the celebration.

THE ECHO AWARDS

T Sylvia Oberle (center) with Foundation President Scott Wierman and Foundation Committee Chair Stan Kelly

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HE FOUNDATION PRESENTS ECHO AWARDS to recipients

who are creatively building social capital by strengthening relationships among diverse people, thus contributing to a safer, stronger, and more inclusive community. The ECHO Awards are selected by a committee representing the Foundation and the broader community.

Each ECHO Award recipient receives $1,000 to grant to a nonprofit organization of their choice. Congratulations to our 2016 ECHO Award recipients for uniquely connecting people and building trust — and for making our community a better place for all.

2016 ECHO AWARD

RECIPIENTS

Front row: Laurie Coker, WSF Committee member Silvia Ramos, Robin Embry, Sylvia Oberle, and Dr. Carolyn Pedley (Goler Community Garden) Back row: WSF Committee Chair Stan Kelly, Chris Dyer and Drew Dixon (F3 Winston-Salem), and Robert Jones (Goler Community Garden)

Laurie Coker founded the GreenTree Peer Center, a peer-operated mental health support center where diverse community members form meaningful relationships.

Robin Embry founded the Carolina Center for Cognitive Rehabilitation which creates lasting relationships among diverse individuals recovering from brain injury or stroke.

F3 Winston-Salem (Fitness, Fellowship, and Faith) is an informal group connecting men of all ages, backgrounds, and fitness levels through free outdoor workouts.

Goler Community Garden at the Downtown Health Plaza builds social capital between the medical community, patients, and neighborhood residents as they tend the community garden together.

Sylvia Oberle has led the transformation of neighborhoods and built innumerable trusting relationships as executive director of Habitat for Humanity of Forsyth County.

To submit a nomination for either award, visit www.wsfoundation.org in January 2017 when nomination information goes live.

Silvia Ramos presents the 2016 ECHO Awards.

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LEGACY SOCIETY DINNER

HE LEGACY SOCIETY honors individuals and

families who have established permanent endowments during their lifetimes or who have made provisions for such gifts after their lifetimes, thus contributing to the quality of life in our community, both now and in the future.

The Foundation honors Legacy Society members with a dinner program each fall. In November 2015, the event returned to Winston-Salem’s Wake Forest Biotech Place, a downtown setting with rich historical significance in our community. After a welcome from Foundation Committee chair Janet Wheeler and fellow Committee member Dr. John McConnell, guests enjoyed a live performance by pianist Robert Matthews, a recipient of the Samuel

Griffin Seawell and Patsy Moore Seawell Memorial Scholarship for music education.

Beth Fenimore, a financial advisor who originally helped Mrs. Seawell establish the fund, subsequently introduced Mr. Matthews, who spoke about the scholarship’s impact on his career. The program closed with highlights from the Foundation’s Youth Grantmakers in Action program, which had just celebrated its 10-year anniversary, including remarks from Jennifer Matthews, a former YGA participant.

Larry Laxton and Margaret Ann Hofler

Avolene Badgett and Eric Badgett

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Guests enjoy the ambiance of the Biotech Place atrium.

Mary and Wil Jenkins

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Lisa and Nathan Parrish

SCHOLARSHIP CELEBRATION

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UR ANNUAL SCHOLARSHIP CELEBRATION

provides an opportunity to recognize the achievements of extraordinary young people and the donors who made their scholarships possible. In July 2016, nearly 200 guests gathered at Wake Forest University’s Bridger Field House to enjoy a breakfast event highlighting the Foundation’s Student Aid program.

Melissa Painter of FOX8 News served as emcee for the event, followed by Atkins High School guidance counselor Candace Shaw. Nick Agard, recipient of a four-year scholarship to UNC-Chapel Hill from the Elizabeth T. Foundation President Scott Wierman Williams Memorial Scholarship, also shared what it meant to him to receive the award and offered advice for college-bound students. Foundation President Scott Wierman wrapped up by asking students to consider paying it forward one day, just as donors to their scholarships had done for them.

The Foundation awarded 544 scholarships totaling $907,388 to local students in the 2016-2017 academic year.

Speakers Candace Shaw, Melissa Painter, Nick Agard, and Scott Wierman

Vicki Byrd (right) and scholarship recipient McKenna Major

Scholarship recipients Sarah Brooker, Stephen Markwalter, Ella Bruggen, Justin Zhang, and Heerali Patel

Bill Collins (center) with scholarship recipients Matthew Martin and Hailey Nichols

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BROADENING PHILANTHROPY

THE WOMEN’S FUND OF WINSTON-SALEM

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HE WOMEN’S FUND has continued to grow as a community of

female philanthropists supporting organizations that serve women and girls. It was a milestone year as the group of 800 women celebrated its 10-year anniversary, along with several other notable achievements: • The endowment grew to more than $1 million, representing a secure financial future for the Fund. The Fund also reached a $1.2 million-mark in total grants awarded in its history.

• A Second Look Through a Gender Lens: The Economic Security of Women and Girls in Forsyth County in 2015 was published, providing insight into how Forsyth County women and girls are faring since the Fund’s 2010 report in areas including education, healthcare, poverty, and teen pregnancy.

• Five organizations were awarded grants totaling $107,000 at the annual luncheon celebration in November 2015. El Buen Pastor Latino Community Services, Habitat for Humanity of Forsyth County, Imprints Cares, Old Town Elementary School,

2015 grant recipients being recognized at the November luncheon

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Guests enjoyed celebrating the Fund’s 10-year anniversary at the November luncheon.

and Planned Parenthood South Atlantic received funds for programs related to the economic empowerment of women and girls.

• The Fund held its first-annual fundraising event in April 2016, the Fund Do Party, to support advocacy and education efforts addressing systemic issues outside of its annual grantmaking process.

To learn more about The Women’s Fund, visit www.womensfundws.org.

2015 Black Philanthropy Initiative grantees

BLACK PHILANTHROPY INITIATIVE

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HE BLACK PHILANTHROPY INITIATIVE (BPI) builds

philanthropic relationships and supports issues that affect the African-American community, with a special focus on grantmaking in

the areas of education, financial literacy, and parenting and life skills training.

In support of that mission, BPI accomplished the following in 2015-2016: • In October 2015, BPI hosted a fundraising event at the Anderson Center of Winston-Salem State University, Impacting our Community Through Black Philanthropy, which highlighted past grantees, the BPI endowment, and Bass Society members.

• In February 2016, at the Delta Arts Center, BPI presented four organizations with $17,433 in total grants: Authoring Action for media training workshops for students; Catholic Charities Diocese of Charlotte for the Young Parents Program; Hanes Magnet School for Girls of Distinction, an after-school program for middle school girls; and Winston-Salem Delta Fine Arts for its Arts Smart interactive arts enrichment program for elementary students.

• In June 2016, a donor appreciation event was held at the Foundation, providing an opportunity to thank donors for supporting the work of BPI and to recognize former Foundation staff member Michael Clements for his many years of service to the initiative.

For more information, visit www.wsfoundation.org/bpi.

YOUTH GRANTMAKERS IN ACTION

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URING THE 2015-2016 school year, a diverse group of young

people from 12 area high schools worked together to become active, knowledgeable grantmakers. While gaining a deeper understanding of philanthropy, YGA members developed their own grant guidelines, solicited grant proposals, and awarded grants to youth-led projects that would have a positive impact on youth in Forsyth County.

• In December, 30 current and former YGA members gathered for a day of celebration to mark the group’s tenth anniversary — more than 100 youth have participated since 2005. Participants volunteered at SECU Family House followed by lunch and team building exercises at the Foundation’s offices.

• YGA hosted its annual grant celebration in April at the Milton Rhodes Center for the Arts where they announced four grants totaling $1,900 for youth-led projects. Grant recipients included: Reagan High School Young Black Male Achievers to provide a scholarship to a senior Young Black Male Achievers member; THETA Awards and Scholarship Fund for a high school theatre awards gala and to raise scholarship funds

for a theatre summer enrichment program; Top Teens of America to host training YGA members and their 2016 grantees at the April celebration sessions on how to handle and report bullying; and the Winston-Salem Youth Advisory Council to host a public event to promote acceptance and tolerance for others.

• YGA’s grants are funded through the Foundation’s Youth Grantmakers in Action Fund; the endowment fund grows each year through YGA participants’ fundraising, as well as through donor contributions.

To learn more, visit www.youthgrantmakersinaction.org. the winston-salem foundation annual report

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BUILDING COMMUNITY

TOGETHER W

E ARE FORTUNATE to work with people and organizations who recognize the importance of

individual skills and talents, while embracing the belief that healthy communities also depend on relationships, collaboration, and shared values.

On the pages that follow, you can read about an innovative restaurant nourishing the community in more ways than one, about a couple engaging their teenage children in philanthropy, and about an art school thriving in the community that created it more than 70 years ago. These stories represent just a small fraction of the inspiring work happening in WinstonSalem and Forsyth County as we seek to build community together.

THE FISHER FAMILY

PROVIDENCE RESTAURANT

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DR. BETTY ALEXANDER

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VERGIL GOUGH AND JOSH DONLEY

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SAWTOOTH SCHOOL FOR VISUAL ART

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FORSYTH FUTURES

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RUBIN FAMILY SCHOLARSHIP

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THE FISHER FAMILY

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“It’s the Foundation that created such a connection between our family and Winston-Salem. Each time I am able to help with a project, it just strengthens those ties.”

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FAMILY AFFAIR

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IKE FISHER was the first in his family to discover The Winston-Salem Foundation. And the more

he learned about the kind of work it does in the community, the more he wanted to get involved.

“It was all perfect timing on a professional and personal front,” recalls Mike, a CPA by training and now principal at Diversified Trust in Greensboro.

“Clients I worked with were making gifts to the Foundation, and the Foundation often came up in discussions. That led us to this path.”

Mike first agreed to serve on the Foundation’s Asset Development Committee, a volunteer group dedicated to helping the Foundation further its reach in the community. Then, in 2007, he and his wife Meredith established the Genesis Fund, an endowed donoradvised fund.

“When we started thinking about our own fund, our oldest son Ethan was only a few years old,” Mike says. “We didn’t necessarily have a plan in mind — we just knew that we wanted our children involved in some way, starting early and starting often.”

Through the Genesis Fund, the couple has partnered with the Foundation to award a range of grants to arts and education programs, environmental and animal-welfare groups, and disaster relief. “It’s become our primary means of giving, other than tithing in church,” Mike says.

The Fishers give broadly because they have grown to love the community over the 14 years they’ve lived in Winston-Salem.

“It’s home,” Meredith says. “It makes us feel good to help others and it sets a positive example for our children. That is very important to us. We hope that they will choose to do something similar one day.”

Truth be told, the couple needn’t worry too much about that — their sons are well on their way to learning how to become philanthropists in their own right.

When Ethan was a rising sophomore, he applied for the Foundation’s Youth Grantmakers in Action program and became an active participant. A diverse group of students representing area high schools, YGA members develop grant guidelines, solicit grant proposals and award grants to youth-led projects in Forsyth County.

“Honestly, my Dad really wanted me to and at first I was unsure about it,” Ethan admits. “But I quickly came to enjoy it and realize how much I would learn and the diversity of kids I would meet.

I will always call them friends. It was just a great experience.”

In fact, Ethan enjoyed the YGA experience so much that he served again his junior year. And now younger brother Riley is following in his footsteps.

“We just found out Riley was accepted,” Meredith says, obviously pleased. “It’s almost like Ethan has passed on the torch. We hope one day our youngest, Grayson, will get the same opportunity.”

THE FISHERS established the Genesis Fund, an endowed donor-advised fund, in 2007, and Mike served on the Foundation’s Asset Development Committee for 10 years.

Their sons Ethan and Riley both have been members of the Foundation’s Youth Grantmakers in Action program.

Left: Ethan, Meredith, and Mike Fisher

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PROVIDENCE RESTAURANT

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“Very few organizations have come full circle with us like the Foundation. They have not only given us grants, we cater for them, we get involved in projects, we speak at events. It’s almost like family.”

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NOURISHING A C OM M UN I T Y

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RIA READY COMES FROM A LONG LINE OF CHEFS. So when she graduated from Parkland High

School, it seemed perfectly natural to enroll in a traditional culinary arts program.

“It’s in my heart. It’s in my blood,” she says. “I didn’t want to do anything else.”

Although her desire to become a chef never waned, reality set in when Ready realized she couldn’t afford to finish her degree. But now, with support from two innovative culinary programs that received Community Grants from the Foundation, she’s back on track.

Ready is a graduate of the Triad Community Kitchen Culinary Training Program, founded by Chef Jeff Bacon and Second Harvest Food Bank of Northwest North Carolina to prepare people who are unemployed and underemployed for careers in the culinary arts.

Triad Community Kitchen, which opened its doors at the Food Bank in 2006, graduates 60 to 80 students per year who are wellprepared for jobs in the food service and hospitality industries.

And last year, with additional support from the Foundation, Providence Restaurant opened at the DoubleTree by Hilton Hotel on University Parkway. Providence is home to a unique hospitality residency program that offers Ready and other selected graduates of Triad Community Kitchen extended training for up to two years, preparing them to enter the workforce in higher-paying leadership roles.

“Our goal is to become self-sufficient in the next two to three years,” says Bacon, the executive director of both programs. “No other Hilton property has a nonprofit training program offering its food service. If we can figure this out, I think it could be duplicated on a national level.”

Ready now works side-by-side with seasoned professionals like Bacon, who holds a degree in institution management and nutrition and has worked as a chef in a variety of venues in the Triad, from corporations to country clubs to retirement communities.

The restaurant gives folks in the community an opportunity to dine for a cause: the food is locally sourced and all proceeds, including tips, support the program.

Providence also caters up to 70 events a month, from weddings to boxed lunches for business meetings.

“Before opening Providence, we turned away two jobs for every one we took because we didn’t have enough space,” Bacon says. “Since opening, our restaurant business has increased every month, and we’ve seen a 100-plus percent increase in the catering business.”

Bacon admits he’s keeping a close eye on Ready, who has worked at Providence since the day it opened.

“She is rock-solid. You can tell she is hungry, and she wants leadership,” he says. “We have big plans for her — it’s highly likely that we will hire her into a management position before she gets away.”

Hearing that brings a big smile to Ready’s face. She dreams of one day becoming an executive chef on a cruise ship or in a foreign country.

“This job gives me pride every day,” she says. “I’m actually implementing steps to get closer to my dreams.”

IN 2005, the Foundation supported the creation of Triad Community Kitchen with a $50,000 grant to Second Harvest Food Bank, and the opening of Providence Restaurant with a $25,000 grant in 2015 to expand its culinary training and catering programs.

Left: Bria Ready with fellow staff in the Providence kitchen Above: Chef Jeff Bacon

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DR. BETTY ALEXANDER

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“If you don’t work on the inside, you can’t expect much change to happen on the outside.”

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A W OM A N ON A

MISSION B

ETTY ALEXANDER has been on a mission to change the world since the day she stepped foot in

Winston-Salem back in the early 1970s.

Then a young medical technologist in Kansas, she traveled halfway across the country to take a job at Kate Bitting Reynolds Memorial Hospital, the city’s hospital for black residents.

“I realized there were more ways to bring about change than just the traditional things going on during the Civil Rights Movement,” Betty says. “You need someone working on the inside to help make change. So I packed up, came out here, and I have been here ever since.”

That decision put Betty on a lifelong path of creating positive change for her community. “I figured I could do that one thing God has given me to do, to help train other African-American men and women in the job that I do.”

And sure enough, those whom she helped train in the hospital lab landed good jobs elsewhere.

“Eventually Forsyth Memorial Hospital was built,” she recalls, “and the young people I worked with in the lab got jobs there. Two of the young women went on to finish college. That’s progress.”

Before long, Winston-Salem State University recruited Betty to help build its medical technology and other allied health programs.

She can still recall the names of every student who graduated in that first class of 1982. “Teresa, Sharon, Vicki…,” she begins, listing them off one by one.

“My focus was very selfish,” she explains. “These programs were highly underrepresented by minorities. I thought if we could establish the programs at a minority school, then we could get more minorities into those professional areas.”

These days, Betty continues to make her mark in myriad ways in the community, including at The Winston-Salem Foundation, serving on both its Black Philanthropy Initiative (BPI)

Advisory Committee and Student Aid Committee. BPI, formed to celebrate and encourage philanthropy in the black community, provides grants that focus on education, financial literacy, and parenting and life-skills training. The Student Aid Committee is instrumental in choosing worthy local recipients of the Foundation’s college scholarships.

Betty recalls first learning about the Foundation’s work nearly a decade ago. Shortly thereafter, she joined The Women’s Fund of Winston-Salem, a group of female donors dedicated to the economic security of women and girls in Forsyth County.

“I said, ‘If not me, then who?’ It takes just one person to do that, then the next person to receive it and pass it on to somebody else.”

She and her friends soon formed the ACEY group, one of many membership groups within The Women’s Fund. Her group is passionate about supporting girls transitioning out of foster care.

Now 18 members strong, the group has touched the lives of countless young women over the years.

“Each member who came into the group saw what we were doing and they would tell a friend, and their friend would come, then that friend would tell another friend,” she says.

“It’s one person at a time, joining with others to make a difference.

That’s what the Foundation is all about.”

DR. BETTY A. ALEXANDER supports the Foundation’s Student Aid Committee, the Black Philanthropy Initiative, and the Women’s Fund of Winston-Salem. She has served on BPI’s Advisory Committee since 2011.

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SAWTOOTH SCHOOL FOR VISUAL ART

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“We are not just a community art school. We are a community of people.

You are not just finding the artist in you, you are finding lasting friendships.�

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SP A R KI N G T HE I N N ER

ARTIST

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ONG BEFORE WINSTON-SALEM established an official arts district — or became known as the City

of Arts and Innovation — a core of the city’s creative community was already thriving inside the historic Sawtooth building downtown.

That’s where the Sawtooth School for Visual Art has provided inspiration to aspiring artists young and old, of all skill levels and backgrounds, since 1982. And now the premier community art school in the Triad is able to serve more students than ever before.

“We couldn’t have done it without the Foundation,” says JoAnne Vernon, executive director of Sawtooth School, which began more than 70 years ago as the Arts & Crafts Workshop. “We are in a much stronger position than we were five years ago, in terms of systems and infrastructure, but also because of this incredible team of people who are here.”

The Foundation has funded several new positions at Sawtooth in recent years — one in sales and marketing, another in development — that helped set the nonprofit on a path of strategic growth.

As a result, Sawtooth has increased its donor base fourfold and launched a major gifts campaign that is close to reaching an ambitious goal. Last year the art school offered over 540 classes with more than 6,100 students enrolled, generating record revenues. Classes range from ceramics, photography, digital arts and woodworking to metals, fibers, glass, painting and printmaking, among others.

“It has transformed our organization,” Vernon says. “We went to the Foundation and said we really need support getting this development program off the ground. We had nothing — just some Excel spreadsheets and QuickBooks and paper files, but no real information about our donors and how they were connected with us.”

Sawtooth also cultivates unique partnerships in the community that provide arts experiences to an array of students through schools, businesses and other nonprofits. For example, its Healing and Wellness through the Arts program offered 32 workshops and

classes last year to nearly 1,000 cancer patients, survivors, family members and caregivers. And Sawtooth’s collaboration with Carter G. Woodson Charter School provided weekly art classes that would not have been offered given the school’s limited resources. The classes culminated in an exhibition showcasing the students’ work.

“The whole gallery was filled with their artwork — it was literally floor-to-ceiling — and it was so beautiful,” Vernon recalls.

“The school brought the entire student body over here, during the course of a week, to see what their peers had done.”

Elizabeth Repetti was among Sawtooth School’s biggest fans even before she joined its board of directors a few years ago.

“I brought my kids here because my mother took me to art class when I was young, and I wanted my children to have the same experience,” says Repetti, now president of the board. “Then I started taking classes here more than 10 years ago, and I’ve probably taken 40 classes since then. I’m hooked!”

IN 2015, Sawtooth was awarded $24,000 in support of a development assistant for a second year. In the past 10 years, the Foundation has provided Sawtooth with six Community Grants totaling $166,600.

Left: Participants in Sawtooth’s summer art programs Above: JoAnne Vernon and Elizabeth Repetti

the winston-salem foundation annual report

B U I L D I N G CO M M U N I T Y TO G E T H E R

[23]

VERGIL GOUGH AND JOSH DONLEY

[

“Vergil was really instrumental in the way I have run my business for 14 years.”

[ 2 4 ] B U I L D I N G CO M M U N I T Y TO G E T H E R

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[

INVESTING W I T H P UR P OSE

B

ORN IN WINSTON-SALEM and a proud graduate of James A. Gray High School, Vergil Gough

worked his entire life as an electrician for R.J. Reynolds Tobacco Company.

When Vergil wasn’t busy with one of RJR’s major building projects — he hung the lights for the company’s state-of-the-art Whitaker Park plant that opened to much fanfare in 1961 — he worked as a troubleshooter on the electrical maintenance team.

“They’d have a $50,000 machine sitting there dead in the water,” he recalls. “It was my job to get it back online ASAP.” As RJR prospered over the years, so did many of its longtime employees. Like Vergil, most were local residents of modest means whose loyalty to the company would leave them well-off in their retirement years.

“They paid a good salary and had excellent benefits,” Vergil says.

“In 1965 or so, they came up with a stock purchase plan — I talked to my wife Vicki about it and we agreed to put in the maximum.”

The couple planned to use their IRA fund for traveling to fun and faraway places in their later years. But when Vicki’s life was cut short by cancer at age 50, Vergil found himself wondering what he should do with the wealth they had been blessed with. He had no children and no immediate family members living.

Enter financial advisor Josh Donley, who not only would help Vergil find renewed purpose, but also would become a steadfast friend. In turn, Vergil would be instrumental in the way Josh decided to run his business.

A native of Walkertown, Josh had recently graduated from Elon University with degrees in business administration and economics — an education he could afford, in part, because of a scholarship he received from The Winston-Salem Foundation.

Early on in their relationship, Josh noticed that Vergil didn’t seem to care much about his considerable investments. One day, when he asked Vergil why, he finally understood the reason.

“So many people focus on tomorrow, tomorrow, tomorrow — and then tomorrow comes and it is different than you planned,” Josh says. “To see, early in my career, somebody like Vergil with a lot of wealth and no purpose for the money was an eye-opening experience. It has changed the conversations I’ve had with many clients.

It’s not only spreadsheets and formulas, it’s putting humanity into the idea of growing wealth.”

In Vergil’s case, those conversations led to the establishment of the Vergil and Vicki Gough Fund, an unrestricted endowment that allows the Foundation to support local nonprofits through Community Grants.

Vergil believes Vicki would approve of his decision to invest their retirement funds right here in the community where they met and married.

“I think she would be happy,” he says with a smile. “She was that type of person — she was good and giving, and she liked to help people.”

VERGIL GOUGH is a member of the Foundation’s Legacy Society, and he established the unrestricted Vergil and Vicki Gough Fund in 2008. Josh Donley is a financial advisor with Mosaic Capital Management.

Opposite page: Vergil Gough and Josh Donley

the winston-salem foundation annual report

B U I L D I N G CO M M U N I T Y TO G E T H E R

[25]

F O RS Y TH F U T UR ES

[

[

“Just as you want unbiased media because you don’t want to misinform the public about what is going on in the community, you want unbiased data to inform community services.”

[ 2 6 ] B U I L D I N G CO M M U N I T Y TO G E T H E R

the winston-salem foundation annual report

D A T A -D R I V EN

CHANGE A

LL THE FACTS WITHOUT THE SPIN — that’s the product Forsyth Futures provides to community

leaders and local nonprofits looking for rigorous research to inform important decisions about how and where to invest their resources.

“It is essential that we use statistics and data-driven evidence to guide decisions for our community,” says Executive Director Dan Barbara, “instead of attempting to bolster decision-making by finding evidence to back it up.”

As a trusted partner, Forsyth Futures has received long-term grantmaking support from the Foundation because its mission impacts critical community efforts on such a broad level.

But it’s behind the scenes where this team of data, research, and tracking experts has done its work for nearly two decades.

“One of the primary values our organization offers to the community is that we are independent,” Barbara says. “We contract as a partner with initiatives, but only those that are driven by community input, not by politics. By doing so, we maintain our independence.”

Forsyth Futures currently serves as the data and research manager for two such initiatives: The Forsyth Promise, a communitywide partnership that is aligning resources to improve education outcomes from cradle to career, and Collaborating for Clients (C4C), a project that is working to decrease poverty among families in Forsyth County through resident-driven efforts.

Adam Hill, the director of community engagement for Forsyth Futures, describes the “collective impact” approach both initiatives use. “It’s really about sharing data with a group of stakeholders to inform their collective planning and to strategize ways to move forward to improve outcomes over time.”

Whether the team’s research delves into the intricacies of education, healthcare, employment, or housing, it can help the community attack the root causes of the challenges facing Forsyth County — and not waste valuable time and resources on efforts that miss the mark.

Barbara, a health scientist by training who worked in public administration and healthcare before taking the helm of Forsyth Futures, loves the pure science behind the work.

“Data is for sale everywhere, and that is something we try to avoid. There are plenty of data providers who do what we do, and then they interpret it in a manner that puts some spin on it,” he says.

“We want to be the neutral party who evaluates issues based on the evidence only. There are only a handful like us in the nation.”

Funding partners like the Foundation allow Forsyth Futures to maintain its autonomy — and integrity. “We could not do it without the ongoing support of our partners, who value the resource of unbiased data and do not expect to weigh in on the outcomes of our work,” Barbara adds. “For our work to remain truly unbiased, that is essential.”

FORSYTH FUTURES receives ongoing operating support from the Foundation. In the past 10 years, the organization has received 11 Community Grants totaling $720,000.

Left: Collaborating for Clients participants in a deep dive data session

the winston-salem foundation annual report

B U I L D I N G CO M M U N I T Y TO G E T H E R

[27]

RUBIN FAMILY SCHOLARSHIP

[

“We wanted the opportunity to set a local high school student on a path of lifelong learning.”

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BROADEN I N G HOR I ZON S T HR OUG H

EDUCATION

A

SK DEBBIE AND MIKE RUBIN what compelled them to establish a college scholarship through

the Foundation, and Debbie is quick to respond with a quote from Thomas Jefferson, one of her favorite wordsmiths of all time:

“The cornerstone of democracy rests on the foundation of an educated electorate.”

“That is exactly what I believe,” the former high school English teacher says. “When we educate students, we are educating them to be citizens.”

Indeed, the Rubins’ belief in the value of education motivates much of what they do with their time and resources — for themselves and for others. Both are lifelong learners with multiple degrees: Mike, a retired gastroenterologist, is back in the classroom studying history these days; Debbie holds master’s degrees in education and liberal studies.

So it seemed fitting that the couple would want to empower young people to reach their potential by establishing the Rubin Family Scholarship, a four-year, full-tuition scholarship to a university in the UNC system for a high-achieving student at Mt. Tabor High School, preferably the first generation in the family to attend college.

The couple wanted the scholarship to go to a Mt. Tabor student — that’s where their own children, now grown, went to high school.

They also believed achievement should be a critical factor in the selection process.

And Tamera Brady certainly fit the bill.

Tamera, the first-ever recipient of the Rubin scholarship, started college this fall at UNC-Charlotte, with plans to study kinesiology and physical therapy.

“I always knew that I wanted to go to college because my parents didn’t go,” says Tamera, who in sixth grade was taken in and raised by the family of a caring cheerleading coach because of strife in her home. Tamera’s birth mother has since passed away.

Tamera excelled at Mt. Tabor, where she was a member of numerous honor societies and the Student Council, as well as a cheerleader, a student ambassador, and a freshman orientation leader. She also became involved with the Foundation as a member of its Youth Grantmakers In Action.

Yet Tamera worried a great deal about how she could ever manage the cost of college. In fact, when she received a phone call from the Foundation notifying her of the scholarship, she rushed to the school’s counseling office to confirm it really was true.

“I was just so grateful that somebody would want to help me like that,” she recalls, with tears streaming down her face. “I feel like I can make a change in a lot of people’s lives, and I hope there is going to be somebody just like me that I can help out one day.”

The Rubins look forward to following Tamera’s progress.

“It’s been almost 40 years since we moved to Winston-Salem, and we’ve been aware of the uniqueness and generosity of our community,” Mike says. “Our kids have been nurtured in this environment, and we now have the opportunity to support a deserving young lady who we know is going to make a significant impact in the years ahead.”

MIKE AND DEBBIE RUBIN established the Rubin Family Scholarship in 2016; they also have both an endowed and non-endowed donor-advised fund and are members of the Foundation’s Legacy Society. Tamera Brady is a past member of Youth Grantmakers in Action.

Left: Debbie and Mike Rubin with Tamera Brady

the winston-salem foundation annual report

B U I L D I N G CO M M U N I T Y TO G E T H E R

[29]

GRANTS 2015

F

OUNDATION GRANTS PROVIDE significant support for two main constituencies:

NONPROFIT ORGANIZATIONS as they make communities a healthier place to call home and to LOCAL STUDENTS as they pursue higher education. In 2015, the Foundation:

Awarded nearly

$2.4 million Made more than

$26 million

through our COMMUNITY GRANTS program

in total CHARITABLE GRANTS

79% of which stayed in North Carolina

60% of which stayed in Forsyth County

Provided

554

SCHOLARSHIPS totaling more than

$900,000 in the 2015-2016 school year

[30] GRANTS

the winston-salem foundation annual report

TYPES OF GRANTS

DONOR-ADVISED GRANTS , made from both endowed and

DESIGNATED GRANTS ensure long-term annual support from an

non-endowed funds, connect donors with the power of philanthropy

endowment fund’s income for one or more organizations that were

through individually advised funds.

specified by the donor at the time the fund was created.

COMMUNITY GRANTS provide funding assistance to nonprofit

SCHOLARSHIPS assist students in paying for their post-secondary

organizations that are making a positive long-term impact on our

education. For additional information on the Foundation’s

local community. Funding for these important grants comes from

Student Aid application process, go to the Students tab at

Unrestricted and Field of Interest endowment funds that have been

www.wsfoundation.org.

established by donors. For more information on how organizations can apply for a Community Grant, go to the Grant Seekers tab on the

AGENCY ENDOWMENT GRANTS provide support to charitable

Foundation’s Web site at www.wsfoundation.org.

organizations through endowments that were established by nonprofits to support their own work in the community.

2% AGENCY ENDOWMENT GRANTS

4% SCHOLARSHIPS

2015 FOUNDATION GRANTS (by Grant Type)

7% COMMUNITY GRANTS

13% DESIGNATED GRANTS

53% DONOR-ADVISED (NON-ENDOWED) GRANTS

21% DONOR-ADVISED (ENDOWED) GRANTS

the winston-salem foundation annual report

GRANTS

[31]

[32] GRANTS

the winston-salem foundation annual report

GRANTMAKING PARTNERS

T

ODAY, MANY DONORS are interested in active grantmaking that is both responsive to the

changing community and reflective of their personal interests, and the Foundation’s GRANTMAKING PARTNERS program provides this opportunity. Throughout the year, donor-advised fundholders are notified of COMMUNITY GRANT and COMMUNITY LEADERSHIP OPPORTUNITIES, and many choose to partner with the Foundation to support them through their own funds.

These fundholders benefit from Grantmaking Partners by:

> LEVERAGING more charitable dollars to respond to opportunities > BEING AWARE of timely community funding opportunities > MATCHING their interests with community nonprofits in order to make effective grants > LEARNING ABOUT new organizations and programs that are addressing issues that matter to them In 2015, 23 DONOR-ADVISED FUNDHOLDERS contributed a total of $215,425 toward the funding of 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 $5,254,268 endowment! We are most grateful for our 2015 GRANTMAKING PARTNERS:

Gayle Anderson

Mary Eagan

Bill and Louise Bazemore

Mike and Meredith Fisher JT and Kelly Kappes

Katherine Otterbourg

Paul and Fran Breitbach

John and Shelia Fox

Debbie and Jeff Long

Dale Seibert

Mike and Wendy Brenner

Bob and Lisa Gfeller

Buddy and Monica McSwain

John and Carol Singletary

Randy and Deborah Casstevens

Charlie Hemrick and Norma Charles-Sink

Dak Millis

John and Peggy Taylor

Charles Mull

Sean and Diana Toole

Matthew Cullinan and Anna Reilly

Scott and Mary Jones

Walt and Martha Ann Murray

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GRANTS

[33]

COMMUNITY GRANTS 2015

I

N 2015, the Foundation supported nonprofit programs with

NEARLY $2.4 MILLION in

Community Grants that are making a difference in a wide variety of areas in Forsyth County. Funding for these grants comes from UNRESTRICTED AND FIELD OF INTEREST FUNDS that have been established by donors, as well as from the Foundation’s GRANTMAKING PARTNERS program.

2% 2015 COMMUNITY GRANTS (by Program Area)

1% RECREATION 4% ANIMAL WELFARE

ENVIRONMENT

5% HEALTH

8%

27%

ARTS & CULTURE

HUMAN SERVICES

14% COMMUNITY & ECONOMIC DEVELOPMENT

23% PUBLIC INTEREST

[34] GRANTS

the winston-salem foundation annual report

16% EDUCATION

ANIMAL WELFARE

ARTS & CULTURE

COMMUNITY & ECONOMIC DEVELOPMENT

TOTAL GRANTS

TOTAL GRANTS

TOTAL GRANTS

$30,500

$198,870

$328,450

EDUCATION

ENVIRONMENT

HEALTH

TOTAL GRANTS

TOTAL GRANTS

TOTAL GRANTS

$386,877

$91,000

$119,991

HUMAN SERVICES

PUBLIC INTEREST

RECREATION

TOTAL GRANTS

TOTAL GRANTS

TOTAL GRANTS

$644,923

$550,966

$33,875

COMMUNITY GRANTS 2015 ANIMAL WELFARE ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

Forsyth Humane Society

$25,000

for the capital campaign

Sergei Foundation

$5,500

to pay for veterinary medical care for low-income families

TOTAL COMMUNITY GRANTS TO ANIMAL WELFARE

$30,500

ARTS AND CULTURE ORGANIZATION NAME Arts Council of Winston-Salem and Forsyth County

GRANT AMOUNT

PROJECT DESCRIPTION

$15,000

for the director of marketing for a third year

Associated Artists of Winston-Salem

$12,000

for a membership and gallery coordinator for a second year

Authoring Action

$20,000

to support a part-time marketing director/administrative support position

Bookmarks

$19,000

for expansion of the executive director and assistant director positions for a third year

Carolina Chamber Symphony Players

$10,000

for a part-time manager for a third year

Helen Simoneau Danse

$5,000

to support the administrative assistant and public relations agent and to expand the residency for a second year

Hispanic Arts Initiative

$500

Kernersville Little Theatre

$500

RiverRun International Film Festival Salem Band Sawtooth School for Visual Art

$30,000 $2,370

for a puppetry project in partnership with The Potter’s House and Delta Arts Center to engage students at Kernersville Elementary through live theatre for a development officer to support a properties manager for a third year

$24,000

for a development assistant for a second year

Second Sundays on Fourth

$3,000

for marketing assistance to diversify its audience

Triad Stage

$15,000

for a development position for a second year

Winston-Salem Symphony

$30,000

for a resource coordinator position

Winston-Salem Theatre Alliance

$4,500

to support renovations to the theater

Winston-Salem Youth Chorus

$8,000

to upgrade ticketing and development software

TOTAL COMMUNITY GRANTS TO ARTS AND CULTURE

$198,870

COMMUNITY AND ECONOMIC DEVELOPMENT ORGANIZATION NAME Center for Creative Economy

GRANT AMOUNT

PROJECT DESCRIPTION

$15,000

for the Swerve program

Downtown Winston-Salem Partnership

$34,000

for planning costs in the redesign of Merschel Park and the Trade Street passageway

Forsyth Community Food Consortium

$42,000

to support the Forsyth Community Food Consortium for a second year

Goler Community Development Corporation

$45,000

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

[36] GRANTS

the winston-salem foundation annual report

COMMUNITY AND ECONOMIC DEVELOPMENT (CONT.) ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

Habitat for Humanity of Forsyth County

$12,450

for a master plan for the Boston-Thurmond neighborhood

Hosanna House of Transition

$8,000

for consultant services to develop a worker cooperative model for an employment training program

Neighbors for Better Neighborhoods

$75,000

to support the development of community assets in neighborhoods

Shalom Project

$22,000

for the Peters Creek Community Initiative

Simon Green Atkins Community Development Corporation

$65,000

for staff to manage the expansion of the business incubator facility

Ujima Community Development Corporation

$10,000

to support an administrative assistant and projects that serve City View residents

TOTAL COMMUNITY GRANTS TO COMMUNITY AND ECONOMIC DEVELOPMENT

$328,450

EDUCATION ORGANIZATION NAME

GRANT AMOUNT

Building Educated Leaders for Life

$40,000

to support the summer learning program for a second year

Carter G. Woodson School of Challenge

$20,000

for a student and parent liaison

Center for Smart Financial Choices

$14,560

to hire a part-time youth program educator

Children’s Museum of Winston-Salem

$20,334

for an exhibit design and development manager for a second year

El Buen Pastor Latino Community Services

$11,000

to support the family literacy initiative for a third year

Forsyth Education Partnership

$22,000

for a part-time educator warehouse manager for a second year

Junior Achievement of Central NC

$24,000

for a programs manager

ReadWS

$20,683

to expand the assistant director’s hours and to fund a structured literacy workshop for public school teachers

Salem Academy and College

$50,000

for the capital campaign

SciWorks

$25,000

for a development director for a third year

Smith Farm Elementary PTA

$10,000

for the construction of a playground

The Forsyth Promise

$50,000

to support the Forsyth County Cradle to Career partnership for a second year

UNC-Greensboro

$13,500

for an outreach group facilitator for the Padres Promoviendo Preparación program

Winston-Salem State University Foundation

$30,000

to implement the STARS program for elementary school students

Winston-Salem/Forsyth County Schools

$30,000

to support family engagement programs in the Winston-Salem/Forsyth County Schools for a third year

Winston-Salem/Forsyth County Schools

$800

Winston-Salem/Forsyth County Schools

$1,000

to form a West African drumming ensemble at Reynolds High School

Winston-Salem/Forsyth County Schools

$4,000

for materials to assist students with Autism Spectrum Disorder in classroom learning

TOTAL COMMUNITY GRANTS TO EDUCATION

PROJECT DESCRIPTION

for a program on cultural diversity and social justice at Walkertown Middle School

$386,877

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GRANTS

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COMMUNITY GRANTS 2015 ENVIRONMENT ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

NC Cooperative Extension Service, Forsyth County

$6,000

to build social capital by expanding community gardens in Forsyth County

NC Cooperative Extension Service, Forsyth County

$30,000

to continue funding the restoration of the Arboretum at Tanglewood

Paul J. Ciener Botanical Garden

$10,000

to develop and implement a marketing strategy

Piedmont Environmental Alliance

$20,000

for a program manager

Yadkin Riverkeeper

$25,000

for a development officer

TOTAL COMMUNITY GRANTS TO ENVIRONMENT

$91,000

HEALTH ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

Addiction Recovery Care Association

$1,000

AIDS Care Service

$10,360

for marketing and development assistance for a third year

Associates in Christian Counseling

$8,000

to support a part-time intake coordinator position for a third year

Brain Injury Association of NC

$12,500

to support the Brain Injury Resource Center at Wake Forest Baptist Medical Center for a third year

Carolina Center for Cognitive Rehabilitation

$15,000

for a part-time clinical rehabilitation professional

$1,000

for an exercise program for individuals with multiple sclerosis

MSfit Foundation

to assist with board development and training

NC Harm Reduction Coalition

$10,000

for a second year of support for an outreach worker and a health educator for the overdose prevention program

NC Institute of Medicine

$10,000

to establish a state-wide task force on Alzheimer’s Disease

School Health Alliance for $9,131 Forsyth County

to support a behavioral treatment project for students and families affected by Attention Deficit/Hyperactivity Disorder

SECU Family House

$1,000

for digital video equipment

Southside United Health Center

$35,000

for two part-time nurse practitioners for a second year

Special Olympics NC

$6,000

for a health screening event and a weight loss intervention program for individuals with intellectual disabilities

Winston-Salem Industries for the Blind

$1,000

to purchase materials for a goalball project

TOTAL COMMUNITY GRANTS TO HEALTH

[38] GRANTS

the winston-salem foundation annual report

$119,991

HUMAN SERVICES ORGANIZATION NAME ABC of NC Child Development Center

GRANT AMOUNT

PROJECT DESCRIPTION

$21,000

for a volunteer internship coordinator/development assistant

Autism Society of NC

$6,000

to assist faith communities in supporting families impacted by autism

Bethesda Center for the Homeless

$35,000

for a case manager

Children’s Home Society of NC

$4,000

for a second year of support for marketing

Children’s Law Center of Central NC

$25,000

for a director of development for a second year

Children’s Law Center of Central NC

$17,000

to support a director of development for a third year

Experiment in Self Reliance

$15,808

for a part-time finance accountant assistant for a second year

Family Services

$2,000

to provide direct assistance to victims of violent crime

Goodwill Industries of Northwest NC

$50,000

for a workforce development director at The SECU Commons

Group Homes of Forsyth

$30,000

for marketing and development analysis and strategy

Horizons Residential Care Center

$20,000

for a medical supply storage unit

iCan House Services

$38,850

to hire a program assistant

Imprints

$15,000

for a business development director for a third year

LAMB Foundation of NC

$5,000

to provide funds to redistribute to Forsyth County organizations working with individuals with developmental disabilities

Living Well-Rural Hall Center for Lifelong Learning

$10,000

for an executive director for a third year

Lowrance Middle School PTA

$9,465

to fund a summer respite care program for students with disabilities and their families

Lowrance Middle School PTA

$8,500

to fund a summer respite care program for students with disabilities for a second year

Moravian Church in America, Southern Province

$15,000

to assist with operating costs for the City with Dwellings winter shelter

$4,800

for a new client database

Next Step Ministries Riverwood Therapeutic Riding Center

$18,000

for a part-time development director for a second year

Samaritan Ministries

$11,000

for a strategic plan

Second Harvest Food Bank of Northwest NC

$124,000

to support Collaborating for Clients in partnership with the United Way

Senior Services

$40,000

to support the Home Care program for high-risk seniors for a second year

Shepherd’s Center of Greater Winston-Salem

$25,000

for the capital campaign

Sunnyside Ministry of the Moravian Church

$12,000

for a program manager for a second year

TCK Providence

$25,000

to expand the culinary training and catering programs through Providence Restaurant

United Way of Forsyth County

$20,000

to fund the Ten-Year Plan to End Chronic Homelessness

Veterans Helping Veterans Heal, Inc.

$20,000

to develop marketing materials

Vigils for Healing

$2,500

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

World Relief High Point

$15,000

for the Anti-Human Trafficking program manager position

TOTAL COMMUNITY GRANTS TO HUMAN SERVICES

$644,923

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COMMUNITY GRANTS 2015 PUBLIC INTEREST ORGANIZATION NAME

GRANT AMOUNT

Catholic Charities Diocese of Charlotte

PROJECT DESCRIPTION

$60,000

Creative Corridors Coalition

for a translation and interpretation network project director

$100,000

for the capital campaign

ECHO Award

$4,000

2015 ECHO Award Recipients

Financial Pathways of the Piedmont

$28,000

for a program coordinator for the Asset Building Coalition

Forsyth Futures

$75,000

to collect and leverage community information in order to enhance the quality of life for Forsyth County residents

HandsOn Northwest NC

$60,000

to support capacity building for nonprofits and increase volunteerism

Hispanic League

$6,100

for an organizational assessment and a fund development plan

Leadership Winston-Salem

$28,000

for a full-time program and alumni coordinator

National Cycling Center

$25,000

for a part-time temporary liaison and technology to support administrative needs

NC Institute of Political Leadership

$8,000

to expand programming for women and collegiate students and establish Alumni Councils

NC Network of Grantmakers

$42,300

for Forsyth County nonprofit organizations to participate in a communications collaborative

New Winston Museum $25,000 to create interpretive and development action plans North Star Center $10,000 for a part-time center manager Rufus Dalton Awards

$3,586 to present the Rufus Dalton Award to three officers who were injured in the line of duty

Rufus Dalton Awards

$150 to purchase a replacement medal for a previous Award recipient

Scholars for North Carolina’s Future

$830 to support the Voting Rights Teach-In

Wake Forest University Health Sciences $40,000 to support additional design elements at Bailey Park WinstonNet $25,000 to expand the executive director’s part-time hours for a second year Winston-Salem Foundation Award $10,000 2015 WSF Award Recipient — D. Elwood Clinard

TOTAL COMMUNITY GRANTS TO PUBLIC INTEREST

$550,966

RECREATION ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

Blue Storm

$300

to assist with registration fees for youth to participate

Family Love and Involvement Program

$300

to fund a family activity day

Lights Out Track and Field Club

$500

to assist with registration fees for youth to participate

Love Out Loud

$500

to underwrite expenses for the 2015 Joy Prom

Old Hickory Council, Boy Scouts of America

$30,000

for a full-time marketing director

Pfafftown Packers Football Association

$500

to pay registration fees for youth who cannot afford to participate

Winston-Salem Grayhounds

$875

for repairs

Winston-Salem Indians

$500

to pay registration fees for youth who cannot afford to participate

Winston-Salem Roadrunners Track Club

$400

to pay registration fees for youth who cannot afford to participate

TOTAL COMMUNITY GRANTS TO RECREATION

[40] GRANTS

the winston-salem foundation annual report

TOTAL 2015 COMMUNITY GRANTS

$33,875

$2,385,452

the winston-salem foundation annual report

GRANTS

[41]

FUNDS AND DONORS 2015

S

INCE 1919, committed donors have invested generously to strengthen our community — both

now and in the future. These charitable individuals, families, and organizations have provided substantial support in areas as varied as health and human services to community and economic development, enriching the lives of neighbors near and far. At the end of 2015, the Foundation administered more than 1,300 CHARITABLE FUNDS for a wide variety of philanthropic purposes.

1%

1%

REAL ESTATE FUNDS

OTHER ASSETS

FOUNDATION ASSETS

5% DONOR-ADVISED FUNDS (NON-ENDOWED)*

5%

(by Fund Type)

AGENCY ENDOWMENT FUNDS

6% STUDENT AID FUNDS

32% DONOR-ADVISED FUNDS (ENDOWED)

10% CHARITABLE LEAD TRUSTS AND CHARITABLE REMAINDER TRUSTS

24% DESIGNATED FUNDS

16% UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS

*includes Temporary Funds

[42] FUNDS AND DONORS

the winston-salem foundation annual report

TYPES OF FUNDS

ENDOWED FUNDS:

NON-ENDOWED FUNDS:

• UNRESTRICTED FUNDS FOR COMMUNITY GRANTS

• NON-ENDOWED ADVISED FUNDS, which are essentially

offer the broadest option for charitable giving. Income from these

charitable checking accounts, offer donors a simple and efficient

funds will be used to meet changing funding opportunities in our

vehicle for annual charitable giving.

community over time through Community Grants.

• TEMPORARY FUNDS give the Foundation the ability to hold funds • FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS

give donors the opportunity to provide community grantmaking

for a limited time for groups and emerging organizations, and for individual memorial funds.

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

• DONOR-ADVISED FUNDS enable up to two family generations of

CHARITABLE TRUSTS: • CHARITABLE LEAD TRUSTS enable donors to make significant

advisors to make charitable grant recommendations before converting

charitable gifts for the term of the trust while transferring substantial

to another endowed fund type. These funds are a convenient method

assets to beneficiaries later.

of simplifying charitable giving and are an attractive alternative to a private foundation.

• CHARITABLE REMAINDER TRUSTS allow donors and/or a

designated beneficiary to receive income for the life of the trust, with • DESIGNATED FUNDS are established by donors who wish to

the remainder going to support charitable causes.

provide annual support to specific charities in perpetuity.

• AGENCY ENDOWMENT FUNDS are established by charitable

organizations to enhance their work in the community and to support their long-term sustainability.

• STUDENT AID FUNDS provide students with scholarships to

pursue their academic goals. Donors may establish these funds to support students from a particular high school, church, or county,

HOW TO ESTABLISH A FUND: Setting up a fund and establishing your giving legacy is simple.

Our Philanthropic Services staff will walk you through the steps to make sure that the fund you establish meets your charitable giving goals. Contact us at giving@wsfoundation.org or (336) 725-2382 for more information.

or for those who attend a specific college or university.

• REAL ESTATE FUNDS are properties designated for a charitable

use and titled in the Foundation’s name.

the winston-salem foundation annual report

FUNDS AND DONORS

[43]

ENDOWED FUNDS

UNRESTRICTED AND FIELD OF INTEREST FUNDS

FOR COMMUNITY GRANTS

U

NRESTRICTED FUNDS offer the broadest option for charitable giving. Income from these endowed funds is used to meet the changing needs of our community over time through Community Grants. FIELD OF INTEREST FUNDS give donors the opportunity

to provide Community Grantmaking support within a broad interest area (e.g., environment, human services, health, arts and culture, etc.).

NEW FUNDS (1/1/15–6/30/16)

PURPOSE

Elizabeth T. Edmondson Fund

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

Linda and John Garrou Charitable Fund

Established by John and Linda Garrou for community grantmaking

Adrian R. and Robert D. Shore Fund

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

FUND

PURPOSE

YEAR

WILLIAM P. AND KATHARINE T. BALDRIDGE ENDOWMENT 2006 ESTABLISHED AS AN UNRESTRICTED FUND Louise and Sam Adams Community Fund 2005 Established through a charitable trust to support the charitable needs of the community Lena Albright Memorial Fund

1979

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 Unrestricted andDonor-Advised Field of InterestFunds Funds––continued continuedon onnext nextpage page

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 Remainder 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

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

[44] FUNDS AND DONORS

the winston-salem foundation annual report

Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

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

1971

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 for the Mentally Handicapped

1998

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

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

Eisenberg Family Fund for Arts and Culture

2007

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

Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

Emergency Loan Fund of Northwest N.C.

1983

Established by the Donors Forum of Forsyth County to provide emergency loans to nonprofits in Northwest North Carolina

Robert A. and Constance C. Emken Education Fund

2000

Established to support educational programs

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

Chrissy Gallaher Victim’s Assistance Fund

1992

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

Ava Gardner Fund

2005

Established by the Ava Gardner Trust for community grantmaking

Edna B. Parkin Georges Animal Fund

1996

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

Edna B. Parkin Georges Youth Fund

1996

Established by bequest to benefit disadvantaged youth

Vera Goldberg Memorial Fund

1998

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

Joseph G. Gordon Fund

1997

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

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

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

2013

Established by Allie and Frances Hutchison as an unrestricted fund

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

Martha K. Knott Fund

1926

Established to provide support for general charitable purposes

R. Edward Lasater Endowment Fund

1950

Established to provide support for general charitable purposes

[46] FUNDS AND DONORS

the winston-salem foundation annual report

Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

Lassiter Animal Welfare Fund

2003

Lipscomb Fund

2004

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

1981

Established by bequest as an unrestricted fund

Michalove Fund

2004

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

Anonymous Trust #2

1999

Established by an anonymous donor as an unrestricted 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

1976

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

Jeannette Norfleet Fund

1982

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

Dr. Calvin and Ruth H. Ogburn Trust

1978

Established to provide support for general charitable purposes

Margaret W. Parker Fund

1997

Established as an unrestricted fund

Otis B. and Genevieve Parrish Fund

1987

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

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

2014

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

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

the winston-salem foundation annual report

FUNDS AND DONORS

[47]

Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

Samuel and Elizabeth Rose Fund

1998

Sarah Shore Ruffin Fund

2004

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

Emma Jane Skinner Fund

2001

Established by Frank B. Hanes to support human services organizations

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

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

Nelson and Dorothy Tomlinson Fund

1997

Established as an unrestricted fund

Twin City Hospital Funds

1920

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

Wachovia Bank of North Carolina Fund

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

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

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

1996

Established to benefit incarcerated persons in Forsyth County

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

[48] FUNDS AND DONORS

the winston-salem foundation annual report

ENDOWED FUNDS

DONOR-ADVISED FUNDS

D

ONOR-ADVISED FUNDS ENABLE UP TO TWO FAMILY GENERATIONS of advisors to make charitable grant recommendations before converting to another endowed fund type. These funds offer a convenient method of simplifying charitable

giving and are an attractive alternative to a private foundation.

NEW FUNDS (1/1/15–6/30/16) Anonymous (1) Dan and Margaret Austell Fund Ann and Herbert Brenner Charitable Fund James E. Gay III Family Fund William B. Millis Family Advised Fund Ruth M. Pleasants Family Fund Michelle and Alex Schenker Fund Serendipity Fund Marcus and Jacqueline Shelton Family Fund Robert W. Van Camp Advised Fund

FUND

YEAR

Paul and Judy Moore Briggs Family Fund

2000

John and Terrie Davis Family Fund

Royall and Alice Brown Advised Trust

1993

Deem/Turner Charitable Endowed Fund

1999 2012

Royall R. Brown, Jr. Advised Trust

1992

DeForest Family Fund

2003

Christopher David Budd Fund

1996

Driscoll Family Fund

1997

Joseph R. Budd Family Trust

1997

Nancy W. Dunn Trust for Spiritual Development

1995

Nathan, Jordan, and Nicholas Budd Fund

1998

Mignon Durham Charitable Fund

1997

Richard P. and Sylvia S. Budd Fund

1983

EHI Fund

2004

Burr Family Trust

2006

Elkin Community Trust

1993

John W. Burress Advised Fund

2008

C.B. Eller Education Fund

1987

Cardwell-Archer Charitable Fund

2001

Grace H. Emken Fund

1993

Douglas and Marilyn Cardwell Fund

2010

Robert A. and Constance C. Emken Fund

2014

Mary J. and Kenneth P. Carlson Advised Fund

2000

Ann and John Faris Community Fund

2008

Carr Family Advised Fund

2006

Finley-Anderson Fund

1994

Sam N. Carter and Pauline H. Carter Fund

2000

Firetree Fund

2008

Cawood Charitable Fund

1993

Robert and Carol Ford Charitable Trust

1996

Lee Chadwell Fund

2002

For Katie’s Sake Endowment

2012

Chuck and Bobbie Chambers Advised Trust

1992

Andrea and Brian Fox Fund

2013

Chapman Family Fund

2010

Fries-Willingham Fund

2011

Lucy Hanes Chatham Fund

1949

James A. and Elizabeth K. Fyock Trust

1999

Lucy Hanes Chatham Library Fund

1951

Gaddy Educator Fund

2010

Richard T. Chatham Fund

1972

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

1996

Thomas Lenoir and Anna Hanes Chatham Fund

1998

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

1998

Genesis Fund

2007

Anonymous (7)

1999

William T. and Sylvia F. Alderson Fund

1997

Susan and Jerry Arnold Trust

2011

Philip S. Auchincloss Fund

2000

Robert G. Auchincloss Fund

2000

Marshall B Bass Children’s Fund Endowment

2004

Bartlett and Wyatt Bassett Fund

2004

Andrew Beattie Endowment

2010

Bert and Joy Bennett Family Fund

2012

Black Philanthropy Initiative Endowment

2013

Ted and Charlotte Blount Fund

1997

Gerald L. Chrisco and Allison D. Chrisco Charitable Fund

2013

Karla Bolen Memorial Fund

2003

Robert Clark Family Fund

1997

Elizabeth E. and Henry M. Booke Trust

1994

Phillip M. Clifton, MD Memorial Fund for Children

2003

Sam and Anne Booke Family Trust

1989

Brenda Kulynych Cline Fund

1998

Julian R. and Mary P. Bossong Fund

1998

Clover Street Fund

2003

Alice O’Kelley Goodson and William A. Goodson, Jr. 1991 Family Trust

Skip and Beth Boswell Trust

2007

Ron and Jeff Coppage Cancer Fund

1999

Alice Jane Goodson Fund

2011

Nick and Nancy Bragg Arts Fund

2013

A. Robert Cordell Family Trust

1998

William A. and Georgia H. Goodson Fund

1968

Braswell Family Charitable Fund

1995

Joan R. and David L. Cotterill Advised Trust

1994

Louis and Marcia Gottlieb Family Fund

1996

Felice and Richard Brenner Fund

2014

Credence Fund

1997

Mike and Wendy Brenner Trust

2002

Bill and Betty Gray Davis Fund

2000

Bernard and Anne Howell Gray Advised Fund 1998 for the Community Donor-Advised Funds – continued on next page

Glade Valley School Fund

1988

Annie Bennett Glenn Fund

2010

Madlon and Kirk Glenn Family Fund

2010

the winston-salem foundation annual report

FUNDS AND DONORS

[49]

Donor-Advised Funds, continued FUND

YEAR

James and Deborah Millis, Jr. Fund

2009

Tom and Kathy Rucker Charitable Trust

Green Angel Fund

1997

James H. Millis, Jr. Family Advised Fund

2012

Guy and Liz Rudisill Fund

1993

J.T. Greene, Jr. Charitable Trust

1995

Dr. John H. and Elizabeth B. Monroe Fund

2002

Benjamin and Avon Ruffin Family Fund

2007

George and Hoyte Hall Family Advised Fund

2014

Elsie L. Morris Fund

1999

Jack and Betty Runnion Fund

1996

Hanes Family Downtown Fund

2003

Morgan Family Charitable Trust

2010

Britton Rudolph Noel Sams Advised Fund

2013

R. Philip and Charlotte M. Hanes Community Trust

1988

Gene and Margaret Motsinger Family Fund

2006

Pearl and Ray Sams Family Trust

2000

Harrison Family Fund

2001

Neal Family Fund

2001

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

2005

Sam and Kathryn Hauser Fund

2005

Lucian and Robie Neal Fund

2002

Daniel and Linda Sayers Charitable Fund

1996

Thomasine Herring Hayes Fund

2009

Stephen L. Neal Advised Fund

1997

Margaret Scales and Graydon Pleasants Endowment 2007

Steve and Ann Hendrix Fund

2001

T. David Neill Family Fund

1998

Andrew J. and Ellen N. Schindler Advised Fund

2004

Emily Millis Hiatt Fund

2010

Henry McVeigh Noel II Advised Fund

2013

SKM Charitable Fund

2004

Dorothy R. Hilton and J. Glenn Hilton Family Fund

2012

O’Brien Family Fund

2005

Katie Sleap Memorial Fund

2005

Judith Hoots Family Fund

2005

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

2007

Zach Smith Fund

2009

Leonard Howard and Wilma G. Howard Fund

2014

Kevin and Wendy Oliver Advised Fund

2013

F. Conard and Jean Snyder Fund

2005

B.F. Huntley and Josephine Huntley Trust

1997

Orr Family Charitable Trust

1999

Morris and Lillian Sosnik Memorial Fund

1987

David A. and Roberta W. Irvin Fund

2000

Katherine W. Otterbourg Fund

2003

Jonathan Mark Spaugh Memorial Charitable Fund

2010

Janeway Family Fund

1996

Barbara and C.T. Overby Youth Golf Fund

2006

William A. and Eleanor W. Starbuck Advised Fund

2010

W.T. and Mary Cobb Jenkins Family Fund

2005

Barbara M. Page Fund

2013

William A. and Eleanor W. Starbuck Charitable Fund 2010

Florinda C. Johnson Charitable Fund

2005

Marlene and Craven Page Trust

1997

Nealie Belk Stevens Fund

1962

Garland Johnson Fund for the Benefit of Elkin Public Library

2001

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

2016

John Stewart Charitable Fund

2014

J. Michael Johnston Memorial Fund

1996

Dwight E. and Annie E. Pardue Fund–Richard Pardue 2016

Jones Family Fund

2006

Harry O. and Margaret W. Parker Family Trust

2006

Leon and Renee Kaplan Fund

1999

Nathan E. and Lisa J. Parrish Advised Fund

2007

Stanhope A. and Elizabeth P. Kelly Family Advised Fund

2012

Eugene and Ann Paschold Fund

1996

Bob Pate Memorial Fund

Kind Kids Care Advised Fund

2012

Dale King Fund

2004

L. Andrew Koman and Leigh E. Koman Fund

1999

Thomas J. and Lynne Koontz Charitable Trust

1996

Lippard Traumatic Brain Injury (TBI) Fund

2011

Jeff and Debbie Long Fund

2012

Lowy Family Fund

1997

M3 Family Fund

2012

Jim and Mary Allen Martin Fund

2012

McGowen Charitable Fund

1996

McGuirt Family Fund

1996

McHugh Family Fund

2012

J. Frank and Laura Turnage McNair Charitable Trust

1996

William and Kim Means Charitable Fund

1996

Medlin Charitable Fund

1994

John and Kelly Merritt Family Charitable Trust

2007

Molly Millis Hedgecock Fund

2010

[50] FUNDS AND DONORS

2000

Richard and Wendel Stockton Fund

1997

Janice Kulynych Story Fund

1998

Charles V. Taft Family Charitable Trust

1995

John A. and Marguerite B. Taylor Fund

1986

1987

Thompson/Rotary Club of Winston-Salem Educational Fund

1950

Pauline Davis Perry Fund

1996

Thornton Family Fund

2001

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

1993

Tuttle Family Charitable Fund

2005

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

1999

Harry and Nancy Underwood Advised Trust

1994

Steve and Carolyn Phelps Fund

2011

Margaret M. Urquhart Advised Fund

2001

Piedmont Federal Fund

1993

Carolyn H. Vaughn Fund

1997

Ruth M. and Clifton E. Pleasants Trust

1990

Wall Family Trust

2002

Ashburn Wright Wall Pollock Charitable Trust

1994

Maytrice Walton Fund

2010

Frances and Steve Porter Family Fund

2010

Ward Family Advised Trust

1995

Billy D. and Deborah Prim Donor Advised Fund

2004

Sharon L. Washington-McBryde Memorial Fund

2005

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

2007

Bill and Judy Watson Fund for the Arts

2011

David and Deborah Rice Fund

1995

Edward Kent Welch Memorial Fund

2005

Roaring Gap Community Fund Endowment

2010

A.T. Williams Oil Company Fund

1988

Roaring Gap Fund Education Endowment

2011

A. Tab Williams, Jr. Crime Prevention Fund

1996

T. Wayne Robertson Memorial Fund

1998

Catherine R. Williams Family Fund

2003

Roslyn Trust

2000

John W. and Donna H. Willingham Advised Fund

2006

Rubin Family Fund

2000

Diana Dyer Wilson Endowment Fund

1971

the winston-salem foundation annual report

Donor-Advised Funds, continued FUND

YEAR

Jane Butler and J.D. Wilson Family Trust

1983

Paula Wimmer Memorial Fund

2006

Windfall Fund

2012

Ann King Windham Fund

2004

Winston-Salem Dash Baseball Community Trust

1999

Winston-Salem/Forsyth County Economic Development Fund

1985

Winston-Salem Forsyth County Excellence in Education Endowment Fund

1982

Winston-Salem Regional Association of REALTORS Charitable Fund

2005

Winston-Salem Twin City Host Lions Club Endowment Fund

1999

Wolfe Family Fund

2000

Woman’s Club of Winston-Salem Fund

1935

Women’s Fund Endowment

2007

Rick and Lyn Worf Fund

1998

Elizabeth L. Wyeth Fund

1998

Bryan D. Yates Fund

2013

JoAnn M. Yates Fund

2008

Lynn and Jeff Young Charitable Fund

2010

Yasser and Georgia Youssef Family Trust

2008

Youth Grantmakers in Action Fund

2004

Blanche Raper Zimmerman Fund

1986

the winston-salem foundation annual report

FUNDS AND DONORS

[51]

ENDOWED FUNDS

DESIGNATED AND AGENCY ENDOWMENT FUNDS

D

ESIGNATED FUNDS are established by donors who wish to provide annual support to specific charities in perpetuity. Should the organization(s) cease to exist, the Foundation has the responsibility to ensure that a donor’s original intent is met. Charitable organizations

can establish AGENCY ENDOWMENT FUNDS to enhance their work in the community and to support their own long-term sustainability.

NEW FUNDS (1/1/15–6/30/16)

PURPOSE

Ann Brenner Fund for Temple Emanuel Established by Ann Brenner for Temple Emanuel Martha B. and Robert M. Carlisle, Jr. Fund Established by IRA beneficiary designation for St. Paul’s Episcopal Church and UNCSA R. Harold and Aleta Griffin Ellison Fund Established by the Aleta Griffin Ellison 2012 CRAT for Arbor Acres Dean C. Plemmons, Jr. Memorial Fund at Amos Cottage Established as an agency endowment by Amos Cottage, Inc. with a gift from Margaret and Dean Plemmons to honor their son, Deany L.A. Reynolds, Bessie Binkley and Ruth N. Reynolds Fund Established by family in memory of their grandparents and aunt to support Lewisville United Methodist Church and community grants Don and Elaine North Education for Justice Endowment Fund Established by the Vestry of St. Anne’s Episcopal Church for support of educational activities in support of social justice William L. and Virginia Kirk Stoelzel Fund Established by the revocable trust of Virginia K. Stoelzel for three charitable organizations Nancy and Richard Sullivan Fund for Senior Services Established by Nancy and Richard Sullivan for support of Senior Services Alice Myers Wald Charitable Fund Established by the Alice Myers Wald Revocable Trust and the sons of Alice Myers Wald for Winston-Salem Symphony and Old Salem The Woodall Family Trust Established with the remainder of the H.C. Woodall, Jr. Family Charitable Trust for the benefit of Old Hickory Council, Boy Scouts of America Roma Lee Woosley Fund for Pine Grove United Methodist Established by the Roma Lee Woosley 2005 CRAT for Pine Grove United Methodist Church Church

FUND

YEAR

Anonymous (1)

Associated Charities Fund

1928

Richard and Sylvia Budd Endowed Christian Fund

Aunt Pauline’s Pantry Fund

2013

Buena Vista Median Restoration Endowment

2014 2011

1995

Nick Bunce Friendship Fund

2002 2003

Adam Legacy Endowment Fund

2013

Sarah Austin Child Development Center Trust

Louise and Sam Adams Designated Fund

2005

Sarah Austin Family Services Shelter Trust

1991

Bess Lee Burke Memorial Fund

Louise S. and Samuel C. Adams Trust

2013

Mary Ruth B. Barrett Fund

2006

Albert L. Butler, Jr. and Elizabeth Bahnson Butler Fund 2011

Joyce Adger Endowment for Bethesda Center

2009

Celestine Pate Bass Memorial Hospice Fund

2007

Emily Allen Wildflower Preserve Protection and Management Endowment

2001

Marshall B Bass Best Choice Center Endowment Fund 1997

Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial 2000 Fund–Designated

Celeste Tucker Alspaugh Memorial Trust

1964

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

Marshall B Bass Fund for Senior Services

2008

Marshall B and Celestine P. Bass Endowment

2008

Bill and Hallie Beckerdite Trust Fund

2010

Bellin Charitable Fund

2014

Nathalie L. Bernard Fund

1963

2004

Big Brothers/Big Sisters Services, Inc. Endowment

1996

1957

Mary Leight Booe Fund

1989

Arts for Life Endowment

2008

2004

Ashburn Trust-Bowery Mission and Young Men’s Home

1970

Daniel and Jo Ann Boucher Industries for the Blind Endowment Gertrude and Morris Brenner Fund

1993

Ashburn Trust-World Vision

1970

Hal Brownfield Endowment

2007

[52] FUNDS AND DONORS

the winston-salem foundation annual report

Camp Civitan Fund

1986

William Joyce Camp Dogwood Endowment

1995

Dorothy M. Carpenter Fund

2008

Carr Family Fund-Designated

2006

Centenary United Methodist Church Sunday School Fund

1927

The Centers for Exceptional Children Endowment

2010

Perry B. Clark Memorial Fund of Leadership Winston-Salem

1987

A.F. Clement Trust-Designated

2011

Joel and Blanche Clingman Charitable Trust

2009

Designated and Agency Endowment Funds, continued FUND

YEAR

James A. Gray Endowment

1946

Louis and Gretchen Klaff Trust-Designated

2010

College Park Baptist Church Endowment Fund

2013

James A. Gray Foreign Mission Fund

1948

2003

Community Care Center for Forsyth County, Inc. Endowment

2007

Group Homes of Forsyth, Inc. Endowment

1993

Petro Kulynych/Blue Ridge Parkway Foundation Endowment

Community Marrow Donor Program, Inc.-Forsyth County Area Endowment

2000

Habitat for Humanity of Forsyth County Endowment 1999 Fund–II

Nottie Riddle Cook Fund

1986

Planned Parenthood Dewitt Cordell Education Endowment

1987

Florence Corpening YWCA Mission Fund

2012

Athalene Couch Fund Crimestoppers Endowment Fund Crisis Control Ministry, Inc. Endowment Fund

Petro Kulynych Community Fund

2012

John W. Landingham Fund

2009

Frank Borden Hanes, Sr. Fund

2014

Peggy Bowen Leight Fund

2001

Gordon Hanes Memorial Endowment for Crisis Control Ministry

1995

Maintenance Trust for Lewisville United Methodist Church

1998

Jacob F. Hanes Fund for The Children’s Home

1935

Little Theatre Endowment Fund

1996

2012

Jacob F. Hanes Fund for Superannuated Methodist Ministers

1935

Lloyd Presbyterian Church Fund

2001

1992

Joan H. Hanes Fund

1983

Regina Derwin Lofland Fund

2013

1987

Virginia Scully Hart Memorial Fund

2012

Crosby Endowment Fund

1987

Lewis Lee and Suzanne Ellis Hawley Memorial Fund

2008

Crosby Scholars Endowment Fund

2008

Charles E. and Pauline L. Hayworth Fund

1994

Selden Cundiff Memorial Trust for the Endowment 2002 of Holly Haven Care Home of AIDS Care Service, Inc.

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

2010

Bunny and Bill Davis Highland Scouting Fund

2000

2010

Elaine Dowdell Designated Fund

2014

Henderson Endowment for Galloway Memorial Episcopal Church

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

2013

Ada Hill and Jesse Davis Powers Fund

Elkin Public Library Endowment

2011

Enrichment Center Endowment

2006

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

1999

William D. and Jane F. Hobbs Rector’s Discretionary 2008 Fund of St. Paul’s Episcopal Church

John H. Felts, M.D. Fund

2000

Forsyth County Dental Society Endowment

2010

Forsyth Jail and Prison Ministries Endowment

2002

Elsie Ann Long Memorial Fund

1995

Love’s UMC Capital Needs Fund

2008

Love’s United Methodist Church Memorial Fund

2008

Jennifer Lowy-Dock Fund

1997

Lowy Fund-Shepherd’s Center

2000

Anne and Bill Magness Meals-on-Wheels Fund

2008

Bonnie B. and James C. Messick Charitable Fund

2013

2005

G.L. Millsaps Memorial Trust

2000

Mary Hill Habitat for Humanity Fund

1996

J. William Moir Charitable Trust

2006

Lawrence and Wilda Hine Charitable Fund

2011

Montague Scholarship Medal Fund

1939

William G. Montgomery, MD Fund for Senior Services 1995

1999

National Trust for Historic Preservation in the United 1981 States

Lawrence Byerly Holt, MD Memorial Fund

1988

Mil and Marsh Naugle Fund

1999

Raymond B. Hooker, Jr. Fund-Designated

2000

1992

Hope Trust of Crisis Control Ministry

1995

North Carolina Academy of Physician Assistants Endowment

Cecil and Henrietta Foushee Fund for Maple Springs 2013

Judith and Marbry Hopkins Endowment

1996

Friendship Force of Central North Carolina Fund

1987

Louise S. Hunter Fund

2004

Guy R. and Florence M. Fulp Charitable Trust

2000

Missy Hunter Fund for NCSICA

2014

Sandra Gallant Mental Health Association Endowment

2014

Viola and Dwight Jackson Memorial Fund

1999

Galloway Memorial Episcopal Church Endowment

2009

Ella Mae Johnson Fund

1994

Germanton United Methodist Church Fund

2005

J. Kirk Glenn Jr. Endowment for Crisis Control Ministry

2008

Goodwill Industries of NW NC, Inc. Endowment

1997

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

1998

Grace Court Trust

1996

Margaret N. Graham Art Fund

1942

Bowman and Gordon Gray Trust

1970

Bowman Gray Trust-Bowman Gray School of Medicine 1970 Gordon Gray Trust-Bowman Gray School of Medicine 1982

James E., Jr. and Betty Jones Holmes Fund

George S. Norfleet Bible Fund

1932

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

Harry O. and Margaret W. Parker Ophthalmology Research Fund

2004

Margaret W. Parker Fund for Amos Cottage– Discretionary

2004

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

2006

Margaret W. Parker Fund for Amos Cottage– Operations

2004

Norman Johnson Endowment for Piedmont Opera

2014 2007

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

1998

Trey Jones Philmont Scholarship Fund Junior League of Winston-Salem Endowment Fund

1998

Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center

2006

Jane R. Kennedy Endowment Fund

1989

Otis B. and Genevieve W. Parrish Endowment Fund II 1992 Mary A. Payne Charitable Fund

2009

Lucy Paynter Fund

2005

Peace Haven Baptist Church of Winston-Salem Endowment

2010

the winston-salem foundation annual report

FUNDS AND DONORS

[53]

Designated and Agency Endowment Funds, continued FUND

YEAR

Willis and Marion Secrest Chair Endowment

2014

Fred Taylor Peden Trust of St. Paul’s Wilkesboro

2001

SECU Family House Endowment

2013

Penland Endowment for Art Education

2010

Senior Services, Inc. Endowment

1994

Penland School of Crafts Fund

1983

R.Y. and Eileen Sharpe Fund

1983

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

1997

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

1995

Shepherd’s Center of Greater Winston-Salem Endowment Trust Irving and Minnie Sheppard Memorial Fund

Louise A. Peterson Trust

2002

Pfafftown Jaycees Designated Fund

2005

Piedmont Opera Endowment Fund

1987

Pinedale Christian Church Fund

1997

Kerr and Naomi Pinnix Designated Fund

2006

2005

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

1998

1999

A.T. Williams, Jr. Family Fund for St. Paul’s Episcopal 1993 Church

Sloan S. Sherrill Fund

1978

Siloam Baptist Church Endowment Fund

1997

Paul and Sara Sinal Fund

1997

Richard and Barbara Pope Trust

1998

Frances Horne Smith and Howard H. Smith Memorial Fund

1968

Eleanor Powell Organ Trust Fund

2014

Gilbert W. and Gail S. Spencer Fund

2008

Larriston Hill Powers Memorial Fund

2005

Sprinkle Mission Fund

1982

Jesse Powell Trust Fund

2014

Stafford Fund for Bunker Hill Cemetery

2011

Preservation North Carolina - Winston-Salem Regional Office Endowment Fund

1997

Pearl Fields Stafford Fund for Salem Academy

2011

Kenneth O. Raschke Literacy Initiative Trust

1996

Lucy L. Stedman Memorial Fund

1931

Mary Neil Henderson Rice Designated Fund

2010

Rufus T. Stedman Memorial Fund

1931

Stephen G. Richey Memorial Fund

1986

Ruth Stevenson Stewardship Endowment

2004

Wood Richmond Memorial Fund

1960

Ralph and Peggy Stockton Arbor Acres Fund

2006

Sturmer Spay and Neuter Fund

1993

Right Turns for Youth Endowment

2003

Jimmy Roddick Fund

2010

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

1985

Lorraine Flynt Rudolph Endowment Fund

2004

St. Paul’s Episcopal Church Endowment

1946

St. Paul’s Episcopal Church Mission Fund

1950

St. Paul’s Wilkesboro Endowment Fund

2001

Summit School Endowment Fund

1959

Robert E. Taylor Memorial Fund

1995

William Mills and Margaret Parks Taylor Fund

2007

Frances and Jesse Temple Designated Fund

2013

Jesse C. Temple Trust Fund

2013

Stuart C. Thomas Designated Fund

2013

Nelson and Dorothy Tomlinson Fund for Brenner

2014

Nelson and Dorothy Tomlinson Fund for Davidson College

2014

Tower Fund

2008

Trinity Center Endowment Fund

2000

St. Philip’s Episcopal Church Fund

1953

St. Stephen’s Episcopal Church Endowment

1997

St. Timothy’s Episcopal Church Endowment

2013

Bynum E Tudor Fund for Reynolda House Museum of American Art

2001

St. Timothy’s Episcopal Church Outreach Fund

2013

Twin City Kiwanis Endowment

2013

Samaritan Ministries Endowment Fund

2001

Unitarian Universalist Fellowship Endowment

2002

Sandehill Recreation Fund

1986

United Way Caring Shares Endowment

1990

Sawtooth School for Visual Art Endowment

1996

United Way Joel A. Weston, Jr. Memorial Endowment 1988

Sawtooth School for Visual Art Scholarship Fund

1996

Forrest and Gene Vogler Arts Endowment

Second Harvest Food Bank of Northwest North Carolina Fund

1997

H. and E. Vogler Fund

1978

Voluntary Action Center Training Endowment Fund

1986

[54] FUNDS AND DONORS

the winston-salem foundation annual report

2000 2001

1969

1953

1999

Ina B. Watson Trust

2007

1986

2001

John and Pauline Hoots Waller Trust

Wilkes Playmakers Inc. Endowment

Orpha Marie Leonard Pope Fund

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

2005

Wilkes Library Endowment

Julia Davis Pollard Memorial Fund

Golding H. Riddle Fund

Spencer and Nell Waggoner Charitable Fund– Designated

2008

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

1996

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

2007

LuTelle Sherrill Williams Fund

1986

Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center

2001

Diana Dyer Wilson Organ Maintenance Fund

1993

Winston-Salem Civitan Fund

2009

Winston-Salem Delta Fine Arts, Inc. Endowment Fund 1995 Winston-Salem National Little League Endowment

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 F. and Jane Gilbert Womble Fund for Senior 2010 Services 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

ENDOWED FUNDS

STUDENT AID FUNDS

S

INCE 1923, THE FOUNDATION’S STUDENT AID FUNDS have provided local students with the resources to pursue their academic goals. Donors may establish scholarships to support students from a particular high school, church, or county, or for

those who attend a specific college or university.

NEW FUNDS (1/1/15–6/30/16)

PURPOSE

Christopher Richard Eagan Scholarship Fund Established as an advised fund in 2002 by John and Mary Eagan in memory of their son and converted to a scholarship in 2016 Annie L. Ellis Scholarship Fund Established by Avolene Badgett to provide scholarships to students graduating from West Stokes High School Alex Ewing Scholarship Fund Established by Alex Ewing to support scholarships for exceptional students at the University of North Carolina School of the Arts Susan and Charles Hauser Scholarship Fund Established by Susan and Charles Hauser to provide scholarships to students in Forsyth County Tommy L. and Patricia B. Hickman Scholarship Fund Established by Tommy Hickman to provide need-based scholarships for Forsyth County students

FUND

YEAR

Clyde and Martha Aldridge Scholarship

2007

Annie S. Alexander Memorial Scholarship

2009

Kate Allred Education Grant

2010

William H. Andrews/HAWS Scholarship Fund

1993

Zack H. Bacon IV Scholarship

2005

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

2002

Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College

2005

Marshall B Bass Scholars Endowment Fund at Livingstone College

2007

Marshall B Bass Scholars Fund at Voorhees College

2004

Trina M. Batchelor Memorial Scholarship

2013

F. A. and Charlotte Blount Scholarship

2007

Sam L. Booke, Sr. Scholarship Fund

1989

Boyles-Eidson Scholarship Fund

2001

Jeanna Brown Memorial Scholarship Fund

1986

Tien Bui Memorial Scholarship

2007

Bryon Tyler Burdick Memorial Fund

1989

Wes Burton Memorial Scholarship

2005

Gwenn Steward Clements Scholarship

2009

James A. Gray High School Alumni Scholarship

2002

Azalee Clements Memorial Scholarship

2012

Josh Gray Memorial Scholarship

2010

Elmer and Rosa Lee Collins Scholarship

2006

Robin and Danny Greenspun MBA Scholarship

2011

Lloyd E. and Rachel S. Collins Scholarship Fund

2001

Claude B. Hart Memorial Scholarship

2004

Mary Rowena Cooper Scholarship Fund

1991 2005

William T. Hatch and Mabel P. Hatch Scholarship Fund

1994

Ray and Jackie Cope Scholarship Fund D.C. Cornelius Memorial Scholarship Fund

2004

Serena D. Dalton Scholarship Fund

1977

Joseph E. Davies Scholarship Fund

2002

Bunny and Bill Davis Highland Scholarship Fund

2000

Joyce and Jim Dickerson Scholarship Fund

2000

Digestive Health Specialists Scholarship

2010

Wade and Marcelene Duncan Scholarship Fund

2004

Billy Dwight Memorial Scholarship

2011

James M. and Mary P. Edwards Memorial Scholarship 2010 James L. Einstein College Scholarship Fund

2009

Forsyth County Nursing Scholarship Fund

1969

William Ragsdale Froelich Memorial Scholarship

2010

Joe E. Gaddy, Jr. and Margaret W. Gaddy Scholarship 1995

Carver High School Alumni Association Scholarship 2010

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

2004

Mark Collier Caudill Scholarship

2011

Matthew Alan Gfeller Memorial Scholarship

2009

Ray S. Church Memorial Scholarship Fund

2006

Claire Tillson Gladding Scholarship

2010

A.F. Clement Trust for Scholarships

2011

Jimmy and Sara Glenn Scholarship

2014

Fred and Mozelle L. Hinshaw Scholarship Fund

1995

Hispanic League Scholarship

2013

Walter R. Hoag Scholarship Fund

1990

Fred Colby Hobson Scholarship Fund

1994

Brevard R. Hoover, Jr. Leadership Award

2007

I.W. Hughes Scholarship Fund

2008

Sergeant Mickey Hutchens Leadership Scholarship

2009

A. Ruth Hutchins Memorial Scholarship

2010

Elizabeth Loving James Memorial Scholarship

2007

John Russell Jarman Scholarship Fund

1996

Flora Royall Johnson Scholarship Fund

1996

Stella B. Johnson Scholarship Fund

1987

Tripp Joye Memorial Scholarship Fund

2009

Kapp-Weaver Scholarship Fund-Greensboro College 1997 Kapp-Weaver Scholarship Fund-R.J. Reynolds High School

1997

J. Lee Keiger, Jr. Family Fund

1999

Douglas Gray Kimel Scholarship Fund

2007

the winston-salem foundation annual report

FUNDS AND DONORS

[55]

Student Aid Funds, continued FUND

YEAR

Dean Prim Scholarship Fund

1989

2011

Robert G. Prongay Key Club Scholarship

2001

Lambeth Family Scholarship

2011

Patty Brendle Redway Fund

1996

Law Enforcement Benefit Fund

1993

Kate B. Reynolds Scholarship Fund

1979

Law Enforcement Family Scholarship Fund

1994

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

1998

Rider Family Scholarship

2004

Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund

1996

Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund

1998

Samuel K. Rowland Trust

1928

Salem Lodge #139/Robert A. Miller Memorial Scholarship

2011

Joyce Kohfeldt Endowment for Crosby Scholars

Leinbach Chain-Breaker Scholarship Fund

1992

William H. Lester Memorial Scholarship

1990

Denver Lindley, Jr. Arts Scholarship Fund

2012

Johnny Lineberry Memorial Scholarship Fund

2008

L.D. and Elsie Long Memorial Scholarship Fund

1980

Love’s United Methodist Church Scholarship for Christian Education

2008

Love’s United Methodist Church Scholarship Fund

2008

Edwin E. and Grace Kimrey Maddrey Scholarship Fund

2003

Douglas N. Marlette Memorial Scholarship Fund

2012

Mary Speer Martin Scholarship Trust R. Bruce Matthews Student Assistance Fund

Ray and Pearl Sams Scholarship Fund

1999

Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund

2008

1997

Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund

1997

2010

Bruce Shelton Scholarship Fund

1991

Mark James Mendenhall Memorial Scholarship Fund 2009

Thomas E. Shown, MD Scholarship Fund

2006

Julia Yokeley Miller Memorial Scholarship Fund

1983

Jonathan LaRon Skinner Memorial Scholarship

2010

N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund

2003

Shaun Edward Stewart Scholarship

2013

Gray W. Mock Family Scholarship

2005

Stultz Scholarship Fund

1982

Chester Arzell and Helen Miller Montgomery Scholarship Fund

2007

Summit School Opportunity Fund

2006

Albert Morgan, Jr. and Olivia E. Morgan Scholarship 2012 Harry C. Morgan Memorial Scholarship

2012

Murray Supply Company Scholarship

2006

Michael Nachman Scholarship Fund

1995

Emma Kapp Ogburn Memorial Fund

1946

Orthopaedic Specialists of the Carolinas Nursing Scholarship

2002

Willis H. Overby Scholarship

2010

Jeannette Anderson Parker Memorial Scholarship Fund

2008

Otis B. and Genevieve W. Parrish Scholarship

2010

Alice Conger Patterson Scholarship

2007

William H. and Lena M. Petree Trust

1996

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

2014

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

2004

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

2004

Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund

2005

[56] FUNDS AND DONORS

Bill and Cynthia Tessien Scholarship

2011

Jeff Turner-Forsyth Audubon Scholarship Fund

2005

Nell and Spencer Waggoner Scholarship Fund

2005

Art and Dannie Weber Scholarship

2007

Art and Dannie Weber Fund for Forsyth Technical Community College

2007

Erma Drum Webster Fund

1996

Paul M. Wiles Scholarship Fund

2013

A.T. Williams Oil Company Fund II-H. Frank Steelman Scholarship 2001 A. Tab Williams, Jr. Scholarship Fund

2003

Elizabeth T. Williams Memorial Scholarship

1999

Edwin H. and Louise N. Williamson Endowed Scholarship

2007

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

the winston-salem foundation annual report

THE WINSTON-SALEM FOUNDATION

SCHOLARSHIP AND EDUCATION GRANT

T

HE 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 leader-

ship, school service, and community involvement and should exemplify the Foundation’s core values of generosity, inclusion, integrity, and excellence.

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 also welcomed as we seek to make our community stronger through the higher education of our youth.

DONORS IN 2015

COMPONENT FUND

YEAR

Lasater Student Loan Fund

1927 2008

Anonymous (1)

Guy J. Bridges, Jr. Educational Fund

2006

Rachel Tolson Law Memorial Scholarship Fund

Dr. Donna Boswell

Leo Caldwell Memorial Student Loan Fund

1923

Ricky Douglas Mitchell Scholarship Fund

2009

2002

Paul Holcomb Murphy Memorial Fund

1983

2004

Norfleet Memorial Fund

1976 1994

Mr. and Mrs. J. Carlton Deaton Ms. Marlene P. Flinchum

East Forsyth High School Alumni Scholarship Stanley Michael Elrod Scholarship Fund

Dr. and Mrs. Richard Janeway

Emergency Loan Fund

1937

Lucy Simmons Puryear Memorial Scholarship Fund

Ms. Daisy Rodriguez

John L. Gilmer Student Loan Fund

1947

W.N. Reynolds Student Loan Fund

1931

John Gold Memorial Fund

1976

Wood Richmond Memorial Fund

1960

Anna Hodgin Hanes Student Loan Fund

1926

M.D. Stockton Education Fund

1927

1997

N.D. Sullivan Charitable Trust

1971

Keith Jackson Memorial Fund

1976

George B. Whitaker Memorial Student Loan Fund

1927

Andrew Lane Memorial Scholarship

2006

Stanley D. Hartgrove Memorial Scholarship Fund

the winston-salem foundation annual report

FUNDS AND DONORS

[57]

NON-ENDOWED FUNDS

NON-ENDOWED ADVISED FUNDS

N

ON-ENDOWED ADVISED FUNDS allow donors to make grant recommendations from the principal of their fund.

The simplicity and efficiency of these funds make them attractive to donors for annual charitable giving purposes.

NEW FUNDS (1/1/15–6/30/16) Anonymous (1)

Goral Family Trust

David W. and Katherine A. Murray Fund

Steve and Terry Allen Fund

Grantham Family Fund

Novant Community Benefit Fund (Ally)

James L. Banning Fund

Andrew and Janet Hart Fund

Novant Community Benefit Fund (Barr)

Louise Bennett Charitable Fund

Laura W. Hearn Charitable Fund

Novant Community Benefit Fund (Neill)

Bert and Beth Bennett Family Fund

Jack and Carolyn Hite Charitable Fund

Ogburn Family Advised Fund

Ann Bennett-Phillips Charitable Fund

Angie and Chuck Hobbs Fund

Prince William Community Benefit Fund (Way)

Ivey and Candice Brown Family Fund

Butch and Julie Holland Charitable Fund

Project Impact Fund

Vardaman and Sherry Buckalew Family Fund

McHugh Family Non-Endowed Fund

Michelle and Alex Schenker Advised Fund

Patrick J. and Nancy C. Burns Fund

William B. Millis Family Advised Fund - General Charity Fund

Novant Community Benefit Fund (Schulte)

Byrne Family Fund

William B. Millis Family Advised Fund - High Point Fund

Jacqueline S. Shelton Family Fund

Greg and Laurin Colner Fund

Kay and Chip Morgan Donor Advised Fund

Stephen R. and Elizabeth L. Smith Fund

Dreyfuss Family Fund

Steven C. and Nancy H. Morgan Advised Fund

Stebbins Family Fund

James E. and Phyllis H. Dunning Fund

Moss Family Charitable Fund

Gary and Yvette Willard Fund

FUND

YEAR

Anonymous (7) Jean T. Adams Fund

2006

Tom Adams Fund

2014

David and Liz Albertson Fund

1998

Hannah Albertson Fund

2005

Elms and Harriet Allen Advised Fund

1995

All Life Matters Fund

2014

Gayle Anderson/Carey Hedgpeth Fund

2006

Mr. and Mrs. James N. Andrews Fund

2000

ARC Fund

2007

Marie and Guy Arcuri Family Fund

2004

Douglas D. Arnold and Lynn E. Calhoun Advised Fund 1993 Richard W. Averill Charitable Fund

2014

Charles S. and Beth D. Baldwin Advised Fund

1988

Pam and Bill Ball Advised Fund

2006

Charles D. Barham III and Ann Hiott Barham Charitable Fund

2014

R. Barrett Family Fund

2004

[58] FUNDS AND DONORS

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

1998

Michael and Julie Baughan Fund

2007

Bill and Louise Bazemore Fund

2001

Edward S. and Barbara T. Beason Advised Fund

1996

Stewart and Tracey Beason Charitable Fund

2009

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

1985

Mr. and Mrs. Graham F. Bennett Advised Fund

1991

John and Jeanne Bennett Family Fund

2013

Marianne and Jim Bennett Fund

2014

Bentley Fund

2005

Deborah L. Best Advised Fund

1997

Mr. and Mrs. H. Lee Bettis Advised Fund

1992

Frank L. Blum Fund

1980

Wilba Parrish Brady Advised Fund

2012

Paul Breitbach Fund

1997

Mike and Wendy Brenner Charitable Fund

2008

James T. and Betty S. Brewer Fund

1998

Brookfield Fund

2002

the winston-salem foundation annual report

Grace and Jimmy Broughton Fund

2007

Bruce T. and Susan B. Brown Charitable Fund

2012

Bruce T. and Susan B. Brown Family Fund

2013

Henrietta Dibrell Brown Advised Fund

1986

Kenton and Amy Brown Fund

2007

Kirby C. Brown Fund

2000

Patty and Malcolm Brown Fund

2000

Rodney C. and Martha R. Brown Fund

2000

Josh Bush Charitable Fund

2013

Alan and Lisa Caldwell Family Trust

2014

Callahan Family Fund

2010

Angela and William Carr Advised Fund

2002

Susan Cobb Carson Advised Fund

2010

Carswell/Parsley Family Fund

2013

David and Deborah Cassels Fund

2000

Hobart and Adelaide W. Cawood Fund

1997

Chuck and Bobbie Chambers Advised Fund

2004

Dudley C. and Winborne S. Chandler Fund

2000

Non-Endowed Advised Funds, continued FUND

YEAR

Gerald and Ann Esch Donor Advised Fund

1998

Barbara F. Chatham Advised Fund

1980

Gerald and Lee Evans Family Fund

2012

Jerry and Brenda Cheek Charitable Fund

2003

Lisbeth C. Evans and James T. Lambie Advised Fund 1997

Lee Ann Wood Chrisco Charitable Fund

2014

Alexander C. Ewing Advised Fund

2012

Christopher Fund

2004

Ernest J. Fackelman and Cynthia J. Skaar Fund

2014

Nick and Kim Chrysson Advised Fund

1998

Faircloth Family Fund

Jeff T. and RenĂŠ F. Clark Advised Fund

2002

Falken Family Fund

Perry and Kelli Clark Charitable Fund

2010

Bobby and Betty Faulkner Fund

Gwenn S. and Michael L. Clements Advised Fund

2008

Donna and Michael Fina Advised Fund

D. Elwood Clinard Fund

1994

Kirtan Coan and Al Greene Advised Fund

2008

Sophia Cody Advised Fund Robert F. Coil Advised Fund David and Carole Collins Fund

1996

T. Vernon and Jennifer K. Foster Fund

2002

Tom and Jocelyn Connors Fund

2013

Sheila F. and John C. Fox Fund

2006

Barry and Dottie Cook Fund

1994

Alice Dibrell Freeman Family Fund

2001

Harry Corpening Fund

2004

Bo and Jenny Fulton Charitable Fund

2011

Charles A. and Sally P. Corpening Family Fund

2012

Nella P. Fulton Advised Fund

1985

Paul Fulton Non-Endowed Advised Fund

Cramer Family Fund

1980

Dr. Kenneth R. Gallup, Jr. Advised Fund

Craven Family Fund

2000

Caroline Gamble Charitable Fund

2000

Harold and Patricia Garner Donor Advised Fund

Mrs. Elizabeth W. Crockett Advised Fund

1984

Garrett-Glass Donor Advised Fund

O.K. Crouch Family Fund

1998

Susie and John Gates Charitable Fund

2012

Rick and Sara Crowder Charitable Fund

2007

Brenda and Scott Gerding Fund

2013

Bill and Betty Gray Davis Advised Fund

1983

Gfeller Family Fund

2008

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

1999

Jim and Mary Alice Gibbs Advised Fund

1996

Deaton Family Advised Fund

2001

1992

Deem/Turner Charitable Fund

2012

John Munro and Flavel McMichael Godfrey Advised Fund

DeRamus Family Fund

2013

Patricia Ann Rudolph Dixson Advised Fund

2004

Kay and Dan Donahue Fund

1997

Mr. and Mrs. James W. Douglas Advised Fund

1996

Dale E. and Luci H. Driscoll Advised Fund

1992

Dr. Charles H. and Carolyn G. Duckett Fund

2012

Noel Lee Dunn Advised Fund

Dr. and Mrs. Robert J. Cowan Advised Fund

Jane and Penn Craver Advised Fund

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

1980

Kelley and Drew Hancock Advised Fund

2011

Hands and Feet Fund

2002

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

1987

2014

Jim Hanes Fund

1995

2006

Marcus Hanes Fund

2008

2012

R M Hanes Donor Advised Fund

1980

1995

S.W. Harjes Fund

2012

Gary G. and Diana B. Fleming Fund

2002

John and Anne Harrison Advised Fund

2005

Gary Flower Advised Fund

2010

Hash Advised Fund

1995

1980

Ragan and McDara P. Folan, III Charitable Fund

2013

2006

2009

Representative Dale and Synthia Folwell Family Fund 2007

Linda Adair Hatcher Memorial Fund for Eating Disorders Charles H. and Susan R. Hauser Advised Fund

1997

Dick and Karen Hedrick Advised Fund

1995

Jay and Jane Helvey Advised Fund

2007

Tommy L. and Patricia B. Hickman Family Fund

2011

2009

Doris and William Hohman Non-Endowed Advised Fund

1983

2009

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

1980

1995

2007

2006

Homebuilders Association of Winston-Salem Charitable Fund

2006

Bob and Gwynn Hooks Fund

2005

2013

Hope For The Hopeless - Spencer Meyer Foundation 2011 Fund

Ted and Julia Ann Goins Advised Fund

2006

Tony and Vi Golding Fund

2004

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

1995

Thomas O. and Leesa L. Goodson Advised Fund

1995

Mark and Betsy Hoppe Family Fund

2010

H & R Hough Fund

2012

Eric N. Hoyle Advised Fund

2008

Frank and Margaret Hunter Fund

2009

I. L. Long Construction Co., Inc. Community Support 2013 Fund Mr. and Mrs. David A. Irvin Advised Fund

1980

Jim and Dianne Iseman Charitable Fund

2007

Susan Cameron (Ivey) Advised Fund

2007

Francis and Adele James Advised Fund

1988

Jarrahi Family Advised Fund

1996

JMJ Community Investment Fund

2012

1990

William A. and Georgia H. Goodson Fund/Saunders 2006 Advised

Peter and Karen Johnson Advised Fund

2012

David C. Eagan Fund

2011

Kathryn Hanes Snow Advised Fund

2000

Ann and Halbert Jones Charitable Fund

2001

Mary M. Eagan Fund

2010

C. Boyden Gray Advised Fund

1996

Christopher and Lucinda Kellam Jones Fund

1997

Bob and Gayle Edwards Advised Fund

2012

Hunter Gray Advised Fund

2004

Warren and Susan Leake Jones Charitable Fund

2014

Robert and Amy Egleston Advised Fund

2004

Jane Gray Fund

1997

David and Rachel Katzer Charitable Gift Fund

2004

Eisenberg Family Advised Fund

1994

Grosswald Family Charitable Fund

2012

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

1996

Jerry and Janet Enos Fund

2007

Alfa and Gerry Gunzenhauser Non-Endowed Advised 2001 Fund

Nancy T. and Richard J. Keshian Fund

1999

William A. and Georgia H. Goodson Fund/Goodson 2006 Advised

the winston-salem foundation annual report

FUNDS AND DONORS

[59]

Non-Endowed Advised Funds, continued FUND

YEAR

Charles W. Miller Fund

1999

Peter Perret Fund for Young Musicians

Cornelius Vanstory King Advised Fund

2005

Miller Family Advised Fund

2011

Clifford and Elizabeth Perry Advised Fund

1997

Kayce King Donor-Advised Fund

2014

Henry S. Miller Advised Fund

2005

Ford and Jeanene Perry Advised Fund

2005

Robert W. and Candy E. Kiser Charitable Fund

2003

Richard H. and Nola G. Miller Advised Fund

2011

Edith and Bill Knott Fund

1999

James H. Millis, Jr. Fund for High Point

2012

William H. Petree, Jr. and Katherine Weathers Petree 1999 Advised Fund

D. Joyce Kohfeldt Fund

2008

James H. Millis, Jr. Fund-Unrestricted

2012

Mist Island Foundation Fund

2009

Morris and Denise Moore Charitable Trust Fund

2014

J. Frank and Lynda K. Morris Advised Fund

1989

Mr. and Mrs. Horace Robinson Kornegay, Jr. Advised 2004 Fund Gilmour and Nancy Lake Advised Fund

2005

Robert E. and Martha C. Leak Charitable Fund

2013

Mary A. Leight Advised Fund

1989

Lillie’s Friends Foundation Fund

2008

Lindsay Family Fund

2012

Lineberger Family Fund

2011

Dr. A. Stanley and Mary Margaret Link Fund

1999

George and Susan Little Advised Fund

1991

Scott and Michelle Livengood Fund

2005

Matt and Emmie Long Fund

1996

Frank and Kay Lord Advised Fund

2006

David and Libby Lubin Fund

2000

Ludy Marie Fund

2012

Gail Lybrook and W. David Hobbs, Jr. Advised Fund

1996

Mark and Susan Maier Advised Fund

1996

Richard A. and Carrie Wall Malloy Advised Fund

1998

Deborah S. Marshall Non-Endowed Advised Fund

2001

Mr. and Mrs. James E. Martin Advised Fund

1995

Masich Family Fund

2011

Doug and Mary Anne Maynard Fund

2005

Drane and Bill McCall Advised Fund

1999

Thomas P. and Anne B. McDowell Fund

1997

Walter McDowell Advisory Fund

2009

Sarah Murphy McFarland Advised Fund

2002

Nancy Davis McGlothlin Fund

2010

Cathleen and Ray McKinney Fund

2004

John and Grace McKinnon Advised Fund

1990

J.P. McMichael, Jr. Advised Fund

1993

J. Frank and Laura Turnage McNair Advised Fund

1994

Thomas C. McNeil and Sandra B. McNeil Advised Fund

2007

William L. and Monica E. McSwain Advised Fund

2012

Judson J. and Alice C. Milam Fund

1999

Hof and Kathryn Milam Charitable Fund

2011

[60] FUNDS AND DONORS

Charles Mull Fund

2014

Dan and Bonnie Murphy Charity Fund

2009

Murphy-Smith Family Fund

2010

Walter V. and Martha W. Murray Advised Fund

2006

Leigh Thurston Myers Charitable Fund

2012

Mr. and Mrs. Lucian H. Neal Advised Fund

1996

J. & J. Neely Advised Fund

2005

David and Scottie Neill Advised Fund

1989

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

1991

Robert and Melanie Niblock Charitable Fund

2012

Fred and Lillian Nordenholz Fund

1996

Robert S. and Marianne D. Northington Advised Fund

2001

Novant Community Benefit Fund (Evans)

2009

Novant Community Benefit Fund (Gordon)

2009

Novant Community Benefit Fund (Ketner)

2009

Novant Community Benefit Fund (Lyles)

2012

Novant Community Benefit Fund (Murphy)

2012

Novant Community Benefit Fund (Phillips)

2014

Novant Community Benefit Fund (Plyler)

2012

Novant Community Benefit Fund (Stolz)

2009

Novant Community Benefit Fund (Stone)

2012

Novant Community Benefit Fund (Tillman)

2009

Novant Community Benefit Fund (Valentine)

2009

Novant Community Benefit Fund (Woodlief)

2009

Anita and Tom Ogburn, Jr. Fund

1999

Ben C. and Mildred W. Paden Advised Fund

1998

Mr. and Mrs. Craven B. Page Advised Fund

1985

Mary Beth and Bob Parker Fund

2000

Joe and Britt Parrish Fund

2002

John and Dominique Patrick Fund

2007

Lucie and Chuck Patton Fund

1998

Carol and Raymond Pearson Charitable Fund

2002

Abbie and FD Pepper, Jr. Fund

2014

the winston-salem foundation annual report

2009

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

1993

Mr. and Mrs. Stephen F. Phelps Advised Fund

1996

David and Ingrid Pisetsky Advised Fund

2005

William Pitser Advised Fund

1995

Margaret Scales and Graydon Pleasants Advised Fund

2000

Nancy and Ed Pleasants Advised Fund

1990

Dr. Harold C. Pollard III Fund

1996

Dr. and Mrs. Eddie Pollock Advised Fund

1998

Jane and Joe Potter Fund

2010

Prince William Community Benefit Fund (Belden)

2011

Prince William Community Benefit Fund (Burriss)

2013

Prince William Community Benefit Fund (Danziger)

2012

Prince William Community Benefit Fund (Gary)

2011

Prince William Community Benefit Fund (Grzejka)

2012

Prince William Community Benefit Fund (Gutliph)

2011

Prince William Community Benefit Fund (Hollis)

2014

Prince William Community Benefit Fund (Hoover)

2011

Prince William Community Benefit Fund (Khot)

2013

Prince William Community Benefit Fund (Magalski)

2011

Prince William Community Benefit Fund (Parr)

2012

Prince William Community Benefit Fund (Wine)

2011

Nan and Tim Prout Charitable Fund

2010

PWB Healthy Lifestyle Fund

2012

Mrs. Elizabeth L. Quick Advised Fund

1988

George and Susan Ragland Fund

1985

Rainey Charitable Fund

2004

Ramona Fund

1999

Reaves Family Charitable Trust

2005

Burton and Frances Reifler Fund

2001

Dick and Sandy Respess Fund

1993

Reynolda Rotary Benevolence Fund

2004

Kate B. Reynolds Charitable Fund for Healthcare

2013

Kate B. Reynolds Charitable Fund for Poor and Needy 2014 Dr. Vade Rhoades Fund

1999

Lori and Pat Riazzi Fund

2001

Rickelton Fund

1999

Non-Endowed Advised Funds, continued FUND Roaring Gap Fund

YEAR 2010

Suzie and Dennis Ross Fund

2011

David F. and Martha Wilson Rowe Advised Fund

2008

Michael and Deborah Rubin Advised Fund

2000

Curtis Flynt Rudolph Advised Fund

2004

Carver and Betsy Rudolph Advised Fund

2004

Sanford Harrison Rudolph Advised Fund

2004

James M. and Lorre C. Ruffin Fund

2006

Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund 1981 Jill Runnion Fund

2004

Annie and Troy Sager Charitable Fund

2013

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

1988

William Madison and Phoebe Barnhardt Satterwhite 2003 Fund Robert D. and Pamela B. Saunders Fund

2001

Thomas D. and Katherine E.M. Schroeder Fund

2004

Dale S. Seibert Fund

2014

Beverly Britton Rudolph Shaw Advised Fund

2004

Bill and Shirley Shaw Fund

2004

Joe B. and Virginia L. Simpson Advised Fund

2007

Singletary Family Charitable Fund

2014

Bucky and Debbie Sizemore Fund

2004

Mike and Beth Skorich Advised Fund

2008

Bruce W. and Sara C. Smith Advised Fund

2010

Kenny and Amy Smith Fund

2007

Brant and Kay Snavely Fund

2000

John and Nancy Southard Advised Fund

1997

Frederick P. and Gerrii S. Spach Fund

2012

Spaugh Family Fund

1999

Mary Jo W. and R. Arthur Spaugh Fund

1999

Nancy Spencer Advised Fund

2007

Hans W. and Elizabeth K. Wanders Advised Fund

1981

Stanley Family Success Fund

2012

Jack and Jean Ward Advised Fund

1993

W. Fletcher and Anna B. Steele Family Fund

2000

William G. Ward, MD Family Advised Fund

2005

Shaun Edward Stewart Fund

2011

Allison and Richard Watts Fund

2014

Stratford Rotary Fund for Kimberley Park

2014

Phil and Jean Waugh Family Trust

2001

Stratford Rotary Benevolence Fund

2003

Togo D. West, Jr. Advised Fund

2006

Rick and Kate Streng Advised Fund

1996

Harden and Janet Wheeler Fund

2007

Strother-Mayer Fund

2012

Louisa Whitaker Advised Fund

1996

Richard and Nancy Sullivan Fund

2001

William A. Whitaker Advised Fund

1998

John J. and Betty Pratt Sutton Advised Fund

2000

Nancy and Monty White Advised Fund

1981

Sutton Family Fund

2010

Scott and Lauren Wierman Advised Fund

1995

Jack and Cindy Sutton Fund

2010

Paul and Jan Wiles Charitable Gift Fund

2001

Virginia and Jim Sutton Advised Fund

2012

Cynthia Williams Advised Fund

2012

Nancy King Tanner Advised Fund

2005

John G. and Patricia G. Williard Fund

1998

Thomas Teague Fund

2009

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

1993

Team Jonah Fund

2014

Mr. and Mrs. H. Norton Willis Fund

2004

Louise Dibrell Theberge Family Fund

2001

Robert M. Willis Fund

2004

John B.R. and Olive S. Thomas Fund

1996

Wilson Family Fund

2012

Charles Tinsley Fund

2012

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

1996

F. Nelson Tomlinson Advised Fund

1994

W.T. Wilson Advised Fund

1999

Mr. and Mrs. Douglas Sean Toole Fund

2013

Winters Advised Fund

2007

Dr. and Mrs. James F. Toole Advised Fund

2000

Winston-Salem Rotary Benevolent Fund

2003

Triantos Fund

2006

Womble Carlyle Fund

2012

Truliant Federal Credit Union Fund

2013

Calder and Martha Womble Advised Fund

1986

Alex and Elliott Turner Advised Fund

2011

Erna and Bill Womble, Jr. Advised Fund

1996

David C. and Mary F. Twine Charitable Fund

2013

Ralph Womble and Ashley Edwards Advised Fund

1988

Stuart F. and Frances McD. Vaughn Advised Fund

2007

William F. Womble Advised Fund

1980

Peter and Carol Vrooman Advised Fund

1995

wurks Charitable Fund

2011

Susan B. Wall Advised Fund

2009

Mr. and Mrs. Scott K. Young Charitable Fund

2009

Lee Wallace Fund

2010

Carol Ziel and Donald Kautz Fund

2013

the winston-salem foundation annual report

FUNDS AND DONORS

[61]

NON-ENDOWED FUNDS

TEMPORARY FUNDS

T

EMPORARY FUNDS give the Foundation the ability to hold funds for a limited time for groups and emerging organizations, and for individual memorial funds.

Boston-Thurmond Initiative Fund

Community Fund for Health

William C. Little Society Fund

Joshua Carson Memorial Fund

Community Fund for Human Services

Peer Project Fund

Community Leadership Fund

COAD Disaster Relief Fund

NC Books to the Rescue Fund

Community Fund for Arts and Culture

Creative Corridors Coalition Fund

Winston-Salem Community Development Collaborative Fund

Community Fund for Community and Economic Development

History United North Carolina Fund

Winston-Salem/Forsyth County Sports Medicine Fund

Community Fund for Environment

[62] FUNDS AND DONORS

Lu Leake Memorial Fund Michelle Lakey Liddle Memorial Scholarship Fund

the winston-salem foundation annual report

CHARITABLE TRUSTS

T

HE 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.

CHARITABLE TRUSTS NEW TRUSTS IN 2015 Ann Blanton Breese 2015 Charitable Remainder Unitrust

William G. and Ava O. Koronis Charitable Unitrust

Jean Abell Glass 2015 Charitable Remainder Annuity Trust

Mary Annette Leight 2002 Charitable Unitrust

Mary Annette Leight 2015 Charitable Unitrust

Douglas Lewis Family Charitable Remainder Trust

Lineback Family 2015 Charitable Remainder Unitrust

Curtis and Sara Long Charitable Remainder Unitrust

Betty and Robert Stevenson 2015 Charitable Remainder Unitrust

Sara S. and Curtis E. Long 2005 Charitable Remainder Unitrust William and Drane Vaughn McCall Irrevocable Living Unitrust

Elms and Harriet Allen Unitrust

Nancy Davis McGlothlin Charitable Remainder Unitrust

Stephen G. Anderson Irrevocable Living Unitrust

John B. and Grace D. McKinnon Irrevocable Living Unitrust

James L. Barnhardt Charitable Remainder Trust

Margaret W. Parker Charitable Lead Unitrust

Edward S. and Barbara T. Beason Unitrust

Phillips Family 2014 Charitable Remainder Unitrust

Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust

Emerson Walter Pitts, Jr. 2011 Charitable Remainder Annuity Trust

Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust

Ruth Fay Pitts 2011 Charitable Remainder Annuity Trust

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

C. Edward Pleasants Charitable Remainder Trust

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

Nancy T. Pleasants Charitable Reminder Trust

Ann Blanton Breese 2007 Charitable Remainder Unitrust

Nancy H. Southard Irrevocable Living Unitrust

Eugenie Waddell Carr 2013 CRUT

Nancy S. Spencer Charitable Remainder Trust

Harry O. Corpening Charitable Remainder Unitrust

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

Athalene Couch 2007 Charitable Remainder Unitrust

Edward E. Stivers Charitable Annuity Trust

Joyce H. and James P. Dickerson Charitable Remainder Trust

Ludy M. Strother Charitable Lead Annuity Trust

Frank E. and Mary B. Driscoll Charitable Remainder Trust

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

Donald F. Folger Charitable Remainder Unitrust

David H. Tate Irrevocable Living Unitrust

Kathryn W. Garner Irrevocable Living Unitrust

Virginia Burris Trivette 2012 Charitable Remainder Unitrust

Jean Abell Glass 2013 Charitable Remainder Annuity Trust

Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust

Jean Abell Glass 2014 Charitable Remainder Annuity Trust

Hans W. Wanders Irrevocable Living Unitrust

Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust

Arthur G. and Susanne S. Weber Charitable Remainder Unitrust

Edmund B. Hopkins Irrevocable Living Unitrust

A. Tab Williams, Jr. Charitable Annuity Lead Trust

Judith O. Hopkins 2014 Charitable Remainder Unitrust

Mathilda G. Wolfe Charitable Remainder Unitrust

Lucy Kaplan Irrevocable Living Unitrust

W.F. Womble Irrevocable Living Unitrust

William A. and Edith T. Knott Irrevocable Living Unitrust

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

the winston-salem foundation annual report

FUNDS AND DONORS

[63]

BOOK OF MEMORY

T

HE 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 9,200 names.

THE FOLLOWING NAMES WERE ENTERED INTO THE BOOK OF MEMORY IN 2015: Clyde Dean Aldridge

Douglas Dillard

Glenn Ireland II

Ashlyn Newell Pattison

Thomas Spruill Thornton

Linda Catherine Arnold

Arthur Leonard Simpson Dunphy

Violet Grace Jenkins

Helen Sams Peterson

Thatcher L. Townsend, Jr.

Margaret Sparger Austell

Carol Ernst

Linda Jennings

James Pope

Marion Vernell Farmer Tucker

Margaret Mary Regan Bach

Sheila Cobb Ewing

Irene Elizabeth Johnson

Donald “Don” H. Poplin

Jo Anna Durham Tudor

Carmen Z. Barrera

Vernon H. Farney

Marvin Wilson Johnson

Margaret Eaton Pruett

Arlis E. Vernon

Joyce Chance Bedingfield

Dr. Samuel “Sammy” Rankin Fisher

Linda Louise Kirby

W. Trent Ragland, Jr.

David H. Wagner, Jr. Esquire

Susan Fox Beischer

Gale Crews Flory

Richard D. “Dick” Ramsey

Nicholas Brandon Ward

Margaret Edith Abbott Berga

Annabelle Fong

Virginia “Jenny” Pleasants Kokenes

E. Kemp Reece, Jr.

Bernice R. Washington

Richard G. Bernish

Thomas P. Gilsenan

Daniel Albert “Buster” Rhame, Sr.

Frankie Watson

Martha Jane Black

I. Bryce Gordon

Juanita Sacray Weisner

Myers Bodenheimer

Mary Elizabeth Cummings Goslen

Julia Elizabeth Holthouser Richards

Herman Bryson

Hundley Rankin Gover

Hugh Chatham Butler

Carol “Joan” Gray

Martha Ann Burnet Carlisle

Peyton Randolph Gray

Charles “Slim” A. Carriker

Aaron Edelson Hantgan

Joshua Alexander Carson

Thomas Worth Hardin, Jr.

Donald Lamar Carter

William Lloyd Head

Donald M. Coley

Betty Jean Jones Holmes

Fielding Combs, Jr.

Jean Knott Hooks

Van J. Crotts

Wava Godwin Howard

Theresa Jane Rossi Dalton

Emma Brown Hubbard

Horace C. Danforth

Gordon Bruce Hughes

Margaret “Marge” K. Dawkins

Frederick S. “Fred” Hutchins, Jr.

[64] FUNDS AND DONORS

Thomas Jeffrey Koontz, Jr. Garland H. Ladd Lula Mae Leake Madelyn Elizabeth Lee Patsy Buzhardt Leinbach Gerald Eugene “Gene” Leonard Michelle Lakey Liddle Matt Ransom Long, Jr. Danny Lotz Mary Tacy Allen Mann Johnson Alvestus McBride Anna Tucker McGinnis Stanley Kirk Miller Kevin Oldland Eleanor Parsons Panetti

the winston-salem foundation annual report

Evelyn Hanes Moore Horton Rickert Annemarie Elion Robins Edward Norwood Robinson Marion Harrison Russell Chris Singer Jack Linville Smith William Dodson Smith Bob Stevenson Henry Brown Stokes Bennie Stedman Swain Lamar Marie Swain Taft

George Patteson “Jack” Williams Mary Basher Williams Dr. Samuel Clay Williams, Jr. Dan Scott Williamson Irene M. Willard Rosa Tribble Wilson Doris “Dottie” Lawson Wise Jane Witherington Kenneth Lamar Wommack Mary Jean Hopper Wommack Thomas Yancey Wooten

THE LEGACY SOCIETY

T

HE FOUNDATION’S LEGACY SOCIETY honors those generous individuals or couples who have established or added to permanent endowments at the Foundation or those who have made similar provisions for the Foundation through deferred or planned

gifts, such as charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation. Please contact the Philanthropic Services staff if you are interested in learning more about the criteria for Legacy Society membership.

The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2015. On behalf of future generations, we gratefully thank these donors for their plans to contribute to such an enduring legacy for our community.

LEGACY SOCIETY MEMBERS Anonymous (17)

Mr. Marshall B Bass

Mr. and Mrs. Richard A. Brenner

Mr. M. Campbell Cawood

Mr. and Dr. Jerry P. Davis

Ms. Katherine Acton and Mr. Gerald Smith

Mr. Stephen P. Batchelor

Mr. and Mrs. Paul Briggs

Mr. and Mrs. Charles W. Chambers

John and Terrie Davis

Dr. and Mrs. Edward S. Beason

Mr. and Mrs. Douglas E. Broadway

Mr. and Mrs. Richard N. Davis

Mrs. Barbara C. Beattie

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

Mr. and Mrs. Christopher J. Chapman

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

Dr. Helen H. Bryngelson

Bert Bennett Family

Mr. John D. Budd

Sami Ousley Bills

Mr. and Mrs. Joseph R. Budd

Mr. and Mrs. R. Gordon Bingham

Mr. and Mrs. Richard P. Budd

Mr. and Mrs. William C. Blackburn

Mr. Hoan Bui and Ms. Ngoc Nguyen

Sally and David Blanco

Mr. and Mrs. Bill Buitendorp

Dr. Frederick A. Blount

Mr. and Mrs. Charles Norman Bunce

Mr. and Mrs. J. Hal Bolin

Dr. Patricia P. Bundy

Mr. and Mrs. Henry M. Booke

Mr. and Mrs. John W. Burress III

Claude and Judy Booker

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

Mr. and Mrs. Julian R. Bossong

Mrs. David B. Butler

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

Ms. Jane Calloway

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

Ms. Susan M. Cameron

Dr. Emma Jean Z. Bowman

Dr. and Mrs. W. Douglas Cardwell

Ms. Sandra C. Boyette

Dr. and Mrs. Kenneth Carlson

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

Mrs. Anne Maddrey Carpenter

Dr. Allison Brashear

Mr. Coy C. Carpenter, Jr.

Dr. Sherrill Braswell

Mrs. William H. Carr

Ms. Susan F. Braswell

Ms. Genie Carr

Ms. Ann Blanton Breese

Ms. Genie Carter

Mr. and Mrs. J. Paul Breitbach

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

Ann L. Brenner

Peggy Carter

Ms. Frances Brenner

Mr. and Mrs. Mark C. Caudill

Mike and Wendy Brenner

Mr. and Mrs. C. Ray Caudle

Mr. and Mrs. Ray Mitchell Agnew, Jr. Mrs. Sylvia F. Alderson Dr. Donna D. Alexander Dr. and Mrs. Elms L. Allen Dr. Laura Hall Allen Ms. Gayle N. Anderson Dr. and Mrs. Stephen G. Anderson Mr. and Mrs. John Appel Dr. and Mrs. Donald L. Armitage Mr. and Mrs. Jerry Arnold Mrs. Teresa R. Ashburn Drs. Anthony and Katherine Atala Mrs. Dorothy Atkinson Mr. and Mrs. Philip S. Auchincloss Mr. and Mrs. Dan W. Austell, Jr. Ms. Lisa L. Austin Mr. and Mrs. Bruce M. Babcock Mrs. Avolene Badgett Mr. and Mrs. L. M. Baker, Jr. Mr. and Mrs. William P. Baldridge David L. and Robin C. Barnes Mr. and Mrs. Richard D. Barnes Mr. and Mrs. Zeb E. Barnhardt, Jr. Dr. and Mrs. Rolland Barrett Mrs. Hilda S. Barry

Mrs. Norma Charles-Sink Mrs. Barbara F. Chatham Mr. Gerald L. Chrisco Mrs. Hessie Church Mr. and Mrs. Robert C. Clark Mr. George M. Cleland III Mr. and Mrs. Michael L. Clements Mr. D. Elwood Clinard, Jr. Mrs. Brenda K. Cline Mr. and Mrs. John Wayne Clodfelter Mr. and Mrs. Mark Conger Ms. Michelle M. Cook Mr. and Mrs. A. Robert Cordell, Jr. Mr. and Mrs. Harry Corpening Mr. and Mrs. David L. Cotterill Mrs. Donna H. Craige Mr. and Mrs. J. Scott Cramer

Bill and Betty Gray Davis Ms. Rebecca M. Deaton Mr. and Mrs. Albert J. DeForest III Mr. and Mrs. Joseph R. Delia Dr. and Mrs. John W. Denham Ms. Jan M. Detter Dr. and Mrs. James P. Dickerson Mrs. Mary Anne Dickson Mr. and Mrs. James H. Diggs Mr. and Mrs. Daniel W. Donahue Mr. and Mrs. Bruce Downing Ms. Grace Draman Mr. and Mrs. Dale E. Driscoll Mr. Frank E. Driscoll Dr. and Mrs. Charles H. Duckett Dr. and Ms. Joseph B. Dudley Ms. Nancy Dunn

Matthew Cullinan and Anna Reilly

Mr. Noel Lee Dunn and Ms. Mia Celano

Mr. and Mrs. Chris Cutler

Ms. Mignon Durham

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

Mrs. John T. Eagan, Jr.

Ms. Jacqueline R. Daniels

Mr. Fred G. Eidson

Mr. Jason Davies and Mrs. Julia Frost-Davies

Mr. and Mrs. James L. Einstein

Mr. G. Franklin Davis

Mr. and Mrs. Barry Eisenberg Mrs. Margie Eller

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[65]

Legacy Society Members, continued Mr. and Mrs. Gerald A. Enos, Jr.

Dr. and Mrs. Paul P. Gwyn

Mr. and Mrs. Allie Hutchison

Mr. and Mrs. Stanley Lineberry

Mr. Chester A. Montgomery

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

Ms. Marcia A. Hagerty

Mr. and Mrs. David A. Irvin

Mr. and Mrs. James E. Lippard

Mr. Alexander C. Ewing

Mrs. William N. Hailey

Dr. and Mrs. Nathaniel Irvin II

Ms. Adrienne Amos Livengood

William G. and Mary M. Montgomery

Dr. and Mrs. John C. Faris

Kelley and Drew Hancock

Dr. and Mrs. Francis M. James III

Dr. and Mrs. Dan S. Locklair

Ms. Heather Fearnbach

Mr. James A. Hancock, Jr.

Mr. Joseph P. Logan

Ms. Marlene P. Flinchum

Mr. and Mrs. Richard D. Hancock

Ms. Mary Jamis and Ms. Starr Johnson

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

Mrs. Charlotte M. Hanes

Mr. Gary Flower

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

Mr. and Mrs. Donald F. Folger

Ms. Jane Craig Hanes

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

Ms. Susan F. Harris

Mrs. Andrea P. Fox

Mr. and Mrs. John Harrison

Ms. Deborah T. Fox

Mr. and Mrs. Paul D. Harrison

Mr. and Mrs. John C. Fox

Ms. Virginia S. Hart

Mr. and Mrs. Woody Fox

Mr. and Mrs. Dennis G. Hatchell

Dr. and Mrs. Larry W. Freeman

Mr. and Mrs. Sam Hauser

Mr. David W. Fuller

Mr. and Mrs. Steve J. Hawkins

Mr. Paul Fulton, Jr.

Mr. Peter E. Hawley

Mrs. James A. Fyock

Ms. Molly Millis Hedgecock

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

Mr. and Mrs. Fred W. Hege

Mr. John K. Gallaher

Dr. Eugene R. Heise

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

Mr. Charles R. Hemrick

Ms. Kathryn W. Garner

Ms. Frances S. Hendrix

Mr. Harold R. Garrison

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

Mr. James E. Gay III John and Jane Gehring Mr. and Mrs. Scott Gerding Mr. and Mrs. Robert J. Gfeller, Jr. Dr. and Mrs. Samuel T. Gladding Mrs. Jean Abell Glass Mr. and Mrs. J. Kirk Glenn, Jr. Mr. and Mrs. Thomas O. Goodson Mrs. Bryce Gordon James Gore Natasha Gore Dr. Louis N. Gottlieb Richard and Liana Gottlieb Mr. Vergil H. Gough Mr. and Mrs. Bernard Gray Mrs. James A. Gray, Jr. Mrs. J.T. Greene, Jr. Mrs. Elizabeth Lovett Grover Dr. Caryl Guth

[66] FUNDS AND DONORS

Dr. and Mrs. Richard Janeway Mr. Ian Jankelowitz Mr. and Mrs. Harry Jarman Mr. and Mrs. W. T. Jenkins, Sr. Mrs. Florinda C. Johnson Ms. Joia M. Johnson Dr. and Mrs. Peter C. Johnson Ms. Terry Johnson Ms. Beverly Johnston Mr. James W. Johnston Mr. and Mrs. Scott D. Jones Mrs. R. William Joyce Ms. Lucy Kaplan Mr. and Mrs. William B. Kay, Jr. Mrs. J. Lee Keiger, Jr. Mr. and Mrs. Stanhope A. Kelly Mr. and Mrs. James C. Kennedy Mr. and Mrs. Truman T. Kiger

Nick Hennessee

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

Mr. and Mrs. Leonard Herring

Mr. M. Carlyle Kinlaw, Jr.

Mr. and Mrs. Michael C. Hetrick

Mr. and Mrs. William A. Knott

Ms. Emily Millis Hiatt

Ms. Joyce Kohfeldt

Mr. Hardin P. Higgins

Dr. and Mrs. L. Andrew Koman

Mrs. Harrell B. Hill

Dr. and Mrs. Thomas J. Koontz

Mr. and Mrs. J. Glenn Hilton

Bill and Ava Koronis

Mrs. Alice Hinman

Mr. and Mrs. Arnold N. Lakey

Ms. Margaret Ann Hofler

Ms. Janet Cord Lambert

Doris Hohman

Mr. and Mrs. Donny C. Lambeth

Mrs. Barbara Wall Holcomb

Mr. James Lambie and Ms. Lisbeth Evans

Mr. and Mrs. Robert A. Hoover Drs. Judith and Marbry Hopkins Mrs. Edmund B. Hopkins Mr. and Mrs. Billy Hunt Mrs. Jacqueline S. Hunt Mr. John W. Hunt Mr. and Mrs. Judd Hunt

Mr. and Mrs. B. Thomas Lawson, Jr. The Honorable Molly Leight Mr. and Mrs. Douglas R. Lewis Nancy C. Lide Mr. and Mrs. Joel C. Lineback Mr. and Mrs. Joe Lineberry

the winston-salem foundation annual report

Mr. and Mrs. Ernest V. Logemann Mrs. Curtis E. Long Mr. and Mrs. William Longyard Mr. and Mrs. Frank K. Lord III Mrs. Carolin Lowy Annette P. Lynch Ms. Patti Ann Lynch Mr. and Mrs. E. Erwin Maddrey II Mr. and Mrs. Parker Maddrey Mr. and Mrs. John Mann Ms. Debbie Marshall Mr. and Mrs. James E. Martin Mr. David P. Masich Dr. and Mrs. K. Frank McCain Dr. William McCall, Jr. Dr. Bruce R. McCune Mrs. Nancy D. McGlothlin Dr. Timothy W. McGowen Dr. W. Frederick McGuirt Ray and Cathleen McKinney Mr. and Mrs. John B. McKinnon Ms. Sally R. McLeod Mr. and Mrs. J. Frank McNair IV Mr. and Mrs. William L. McSwain Dr. and Mrs. William E. Means Mrs. John G. Medlin, Jr. Mr. and Mrs. Danny J. Mendenhall Mr. and Mrs. John Merritt Ms. Jean M. Messick Ms. Melanie Micale Dr. Henry S. Miller, Jr. Mrs. Barbara B. Millhouse Mr. and Mrs. James H. Millis, Jr. Mr. and Mrs. Neal Millsaps Mr. Richard G. Mock Ms. Ellen N. Monahan Mrs. Elizabeth B. Monroe

Mr. and Mrs. Timothy R. Moore Mr. and Mrs. David R. Morgan Ms. Olivia E. Morgan Mr. and Mrs. Steven C. Morgan Mr. and Mrs. Daniel N. Moury Mr. and Mrs. Marty Myers David L. Neal and Jennifer Weaver Mr. and Mrs. David B. Neal Mr. and Mrs. Lucian H. Neal The Honorable Stephen L. Neal Mr. and Mrs. T. David Neill Mr. and Mrs. Fred W. Nordenholz Mr. and Mrs. Christoph Nostitz Mr. Chester T. Nuttall, Jr. Dr. and Mrs. David Reese O’Brien, Jr. Ms. Sylvia Oberle Mr. and Mrs. Sam C. Ogburn, Sr. Mr. and Mrs. Kevin W. Oliver Mr. and Mrs. L. Glenn Orr, Jr. Mr. and Mrs. Willis H. Overby Ms. Barbara M. Page Mr. and Mrs. Craven B. Page Mr. John V. Pappas Mrs. Dwight E. Pardue Dr. and Mrs. John S. Parks Mr. Christopher A. Parr Rev. and Mrs. Nathan E. Parrish Dr. and Mrs. Eugene H. Paschold Dr. John Patrick and Dr. Dominique Patrick Ms. Julie J. Pearce Mr. and Mrs. G. Clifton Pennell Ms. Brenda B. Penney Abbie and Francis Pepper, Jr. Mr. and Mrs. Clifford W. Perry, Jr. Mr. and Mrs. Tony W. Petree Mr. and Mrs. William H. Petree, Jr. Mr. L. Gordon Pfefferkorn, Jr. Mr. and Mrs. Ross D. Pfeiffer

Legacy Society Members, continued Mr. and Mrs. Stephen F. Phelps

Mr. and Mrs. Tom Rucker

Ms. Betsy Spencer

Mr. and Mrs. David C. Twine

Mr. B.J. Willingham

Dr. and Mrs. Wesley F. Phillips

Mr. and Mrs. C. Guy Rudisill III

Ms. Georgia Sprinkle

Mr. and Mrs. Harry B. Underwood II

Mr. and Mrs. John W. Willingham

Mr. Emerson Walter Pitts, Jr.

Ms. Avon Ruffin

Dr. Susan K. Stephens

Ms. Margaret M. Urquhart

Mrs. Francis F. Willingham

Ms. Ruth F. Pitts

Mr. Dalton D. Ruffin

Mrs. Robert H. Stevenson

Mr. Robert W. Van Camp

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

Mr. and Mrs. C. Edward Pleasants

Mrs. H. J. Runnion, Jr.

Mr. John E. Stewart

Mrs. Deborah H. Vaughan

Mr. R. M. Wilson

Mr. Graydon Pleasants and Ms. Margaret Scales

Ms. Karen Sanders

Edward Eugene and Jean Jennings Stivers

Tricia Vaughn

Mr. William T. Wilson III

Bob and Carolyn Vaughn

Ms. Betty S. Winslow

Dr. and Mrs. Ramon Velez

Mr. and Mrs. Steve Wohlford

Mr. and Mrs. Michael B. Wall

Mr. and Mrs. Harry H. Wolfe

Ms. Susan B. Wall

Dr. and Mrs. John R. Wolfe

Mr. and Mrs. Hans Wanders

Rochelle Wolfe

Mr. and Mrs. Galen Ward

Mrs. Calder W. Womble

Mr. and Mrs. John F. Ward

Mr. Ralph Womble and Ms. Ashley Edwards

Mrs. Richard E. Pope

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

Frances and Steve Porter

Dr. and Mrs. Daniel G. Sayers

Mr. and Mrs. Thomas J. Stopyra

Mr. Billy D. Prim

Michelle and Alex Schenker

Mrs. Janice K. Story

Mr. J. Timothy Prout

Mr. and Mrs. Andrew J. Schindler

Mr. Grady R. Pulliam III

Dr. and Mrs. Robert P. Schwartz

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

Mr. and Mrs. Clifford Alan Purcell

Mr. Rick Seamon

Mrs. Elizabeth L. Quick

Ms. Rebecca Ann Sebastian

Mr. and Mrs. H. Chris Ramm

Mr. Dale S. Seibert

Dr. Dariel L. Rathmell

Ms. Marion H. Sekerak

Mr. and Mrs. Edward Lee Raymer

Mr. and Mrs. John Sherrill

Mr. James K. Reaves, Jr.

Mrs. Robert D. Shore, Jr.

Mr. and Mrs. Harry L. Reavis

Dr. Thomas E. Shown

Mrs. Mary Helen Reece

Ms. Faye W. Simmons

Mr. and Mrs. John Reilly

Mr. and Mrs. Paul Sinal

Ms. Anna Reilly

Ms. Cynthia Skaar

Mr. and Mrs. Jon R. Reynolds

Mr. Willis Slane and Dr. Caroline Chiles

Mr. and Mrs. Patrick Riazzi Dr. and Mrs. David G. Rice Mr. and Mrs. Thomas B. Rice III Mr. Clay V. Ring, Jr. Mr. Toby W. Robertson Mrs. Eugene Rossitch Mr. and Mrs. Charles Rotgin, Jr. Dr. and Mrs. Michael H. Rubin

Mr. and Mrs. Archie Smith Mrs. Richard G. Smith, Jr. Mr. James N. Smoak Dr. and Mrs. John K. Southard, Jr. Dr. Tom and Rev. Laura Spangler Ms. Ann Lewallen Spencer Mr. and Mrs. James Y. Spencer

Mr. Richard Stockton

Mr. and Mrs. Richard L. Sullivan Mrs. John J. Sutton, Jr.

Ms. Shirley S. Ward

Dr. Charles V. Taft

Mr. Joseph Washington

Dr. and Mrs. David H. Tate

Mr. and Mrs. William R. Watson

Mr. and Mrs. John A. Taylor

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

Mrs. Margaret Taylor

Mr. and Mrs. Arthur G. Weber

Clark and Becky Tesh Mr. and Mrs. William Thomas Tessien Ms. Sylvia Theriault Dr. and Mrs. John B. R. Thomas Mr. and Mrs. Stephen A. Thornton Mr. Charles D. Tomlinson Mr. and Mrs. F. Nelson Tomlinson, Jr. Dr. and Mrs. James F. Toole Mrs. Virginia B. Trivette Mrs. Louvenia Cox Tucker Mr. Jay Turner and Ms. Tonya Deem Mr. and Mrs. John L. Turner Claire and Randall Tuttle

Dr. Glenda Weber and Mr. Wayne Weber

Mr. and Mrs. William F. Womble Mr. H. C. Woodall, Jr. Dr. and Mrs. Richard C. Worf Mrs. Hal G. Worley Bryan D. Yates Ms. JoAnn Yates

Mr. Dennis H. Webster

Ms. Megan McSwain Yeatts

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

Mr. and Mrs. Karl F. Yena

Mr. and Mrs. Joe Wheliss

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

Mr. and Mrs. Joseph Wiegel

Dr. and Mrs. Benjamin F. Young

Mr. and Mrs. Scott F. Wierman

Mr. and Mrs. Charles Jeffrey Young

Mr. and Mrs. Paul M. Wiles

Ms. Mildred D. Young

Mr. and Mrs. Joseph Wilhem

Mrs. Ursula Young

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

Mr. and Mrs. Yasser Youssef

Mr. and Mrs. Arthur T. Williams III Ms. Cynthia A. Williams Mr. Stephen T. Williams

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[67]

DONORS TO FLEXIBLE FUNDS

B

OTH THE FOUNDATION AND THE COMMUNITY are grateful for these 2015 gifts to flexible grantmaking and leadership 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.

For a list of 2015 donors to other named funds, please visit our Web site at www.wsfoundation.org.

VISIONARIES – $20,000 AND ABOVE

SUSTAINERS – $5,000–$9,999

BENEFACTORS – $10,000–$19,999

Estate of William W. Avera

Mr. Vergil H. Gough

Mr. and Mrs. John L. W. Garrou

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

George Franklin Davis CLAT

Estate of Frank B. Hanes, Sr.

The Senah C. & C.A. Kent Foundation

Mr. and Mrs. Richard N. Davis

Estate of Elaine D. Dowdell

Margaret V. Hill Mr. L. Gordon Pfefferkorn, Jr.

Margaret W. Parker Charitable Lead Unitrust

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

Elizabeth T. Edmondson Irrevocable Living Annuity Trust

A. Tab Williams Charitable Lead Annuity Trust

J.P. Rider Charitable Remainder Trust

Mr. Charles R. Hemrick and Norma Charles-Sink

Mr. Clay V. Ring, Jr.

Abbie and Francis Pepper, Jr.

Pauline and Norwood Robinson Fund

Mr. and Mrs. C. Edward Pleasants Mr. and Mrs. John A. Taylor

ADVOCATES – $1,000–$4,999 Anonymous (3)

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

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

Mr. George M. Cleland III

Dr. and Mrs. Francis M. James III

Dr. and Mrs. David H. Allen

Mr. and Mrs. George M. Cleland IV

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

Dr. and Mrs. Elms L. Allen

Mr. and Mrs. David L. Cotterill

Mr. and Mrs. Stanhope A. Kelly

Mr. and Mrs. John Appel

Mr. and Mrs. Dale E. Driscoll

Mr. and Mrs. J. Gilmour Lake

Dr. and Mrs. Guy Arcuri

Mr. and Mrs. Frank E. Driscoll

The Honorable Molly Leight

Mrs. Robert F. Armfield

Estate of Alice Conrad Williams

Mr. and Mrs. Bruce M. Babcock

Mr. Paul Fulton, Jr.

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

Mr. and Mrs. Henry M. Booke

Mr. and Mrs. Scott Gerding

Dr. and Mrs. Malcolm Brown

Mr. and Mrs. Thomas O. Goodson

Mr. and Mrs. John W. Burress III

Ms. Judith B. Halverson

Dr. and Mrs. Kenneth Carlson

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

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

Mr. and Mrs. Charles H. Hauser

Mr. M. Campbell Cawood

Mr. and Mrs. Tommy L. Hickman

Dr. David Albertson and Dr. Liz Albertson

Ludy M. Strother Charitable Lead Annuity Trust Ms. Davida W. Martin

Mr. and Mrs. T. David Neill

Kate and Rick Streng

Dr. and Mrs. Thomas O’Neill

The Strickland Family Foundation

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

The Mortimer and Barbara Klaus Family Foundation

Mr. and Mrs. Stephen F. Phelps Mr. Graydon Pleasants and Ms. Margaret Scales Robert C. and Catherine C. Huber Advised Fund Mr. and Mrs. Ed Robins Mr. and Mrs. Richard O. Rogers III Mr. Dale S. Seibert

Mr. and Mrs. John B. McKinnon

Mr. Willis Slane and Dr. Caroline Chiles

Mercedes-Benz of Winston-Salem

Mr. and Mrs. G. Dee Smith

Mr. and Mrs. Lucian H. Neal

Ms. Nancy S. Spencer

Mr. and Mrs. Michael A. Trawick Claire and Randall S. Tuttle Mr. and Mrs. John C. Whitaker, Jr. Mr. and Mrs. Paul M. Wiles Mr. and Mrs. John W. Willingham Mr. and Mrs. H. Vernon Winters Mrs. Calder W. Womble Mr. and Mrs. William F. Womble Erna and Bill Womble, Jr.

*These funds include 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.

[68] FUNDS AND DONORS

the winston-salem foundation annual report

SUPPORTERS – $500–$999 Mr. and Mrs. Alfred G. Adams

Mr. and Mrs. Ralph D’Agostino

Mr. and Mrs. John Harrison

Ms. Debbie Marshall

Dr. and Mrs. James F. Toole

Mr. and Mrs. William P. Baldridge

Dr. and Mrs. James P. Dickerson

Mr. and Mrs. Dennis G. Hatchell

Mr. and Mrs. James E. Martin

Mr. and Mrs. Hans Wanders

Dr. and Mrs. Edward S. Beason

Dr. and Mrs. Joseph B. Dudley

Mr. and Mrs. Richard D. Hensel

Mr. and Mrs. Scott F. Wierman

Mr. William G. Benton

Mr. James E. Gay III

Mr. and Mrs. Gordon W. Jenkins

Mr. and Mrs. Thomas Ray McKinney

Mr. and Mrs. R. Gordon Bingham

Mr. and Mrs. J. F. Goins III

Mr. and Mrs. George C. Lautemann

Mr. and Mrs. Richard A. Brenner

Mrs. Bryce Gordon

Mr. and Mrs. Jeffrey Lawyer

Mr. and Mrs. Marcus B. Crotts

Kelley and Drew Hancock

Mr. and Mrs. Frank K. Lord III

Ms. Sara Pesek Robert G. Auchincloss Fund Mr. W. David Shannon

Ms. Cynthia A. Williams Mr. and Mrs. William T. Wilson III Winston-Salem Chamber of Commerce Mr. John G. Wolfe III

PHILANTHROPISTS – UP TO $500 Dr. Jon Abramson and Dr. Cynthia Lees Mr. and Mrs. Miller Allen Anonymous (4) Mr. and Ms. James W. Armentrout Dr. and Mrs. Philip R. Aronson Mrs. Edward C. Austell Mr. and Mrs. Charles S. Baldwin III Ms. Amy P. Barnhardt Mr. Bobby Bennett Dr. Anne M. Boyle Ms. Rebecca F. Brown Ms. Barbara I. Bunch Ms. Peggy Carter Ms. Pat S. Clark Mr. and Mrs. Terry A. Clark Mr. and Mrs. Ronald J. Clein Mr. D. Elwood Clinard, Jr. Mr. and Mrs. C. Thomas Cole Mr. Gregory Cox Ms. Elizabeth W. Crockett Ms. LaRue P. Cunningham Mr. and Mrs. Robert L. Dalton, Jr. Mr. and Mrs. Jon M. Daly Mr. and Mrs. J. Wesley Davis Mr. and Mrs. John W. Davis III

Bill and Betty Gray Davis

Mr. and Mrs. Greg Hoover

Mr. and Mrs. Ed McKee

Mr. and Mrs. William W. Shaw

Ms. Rebecca M. Deaton

Drs. Judith and Marbry Hopkins

Mr. and Mrs. Grover C. McNair, Jr.

Mr. and Mrs. J. Todd Slate

Mr. and Mrs. James W. Douglas

Ms. Anne S. Howell

Mr. and Mrs. J. Frank McNair IV

Amy K. Smith and Kenny Smith

Ms. Ky-sha Duncan

Ms. Janice M. Huggins

Mr. and Mrs. Dennis W. McNames

Mr. R. Arthur Spaugh

Mr. and Mrs. Robert L. Edwards

Immedia Print

Dr. and Mrs. J. Wayne Meredith

Mr. and Mrs. Richard W. Starbuck

Mrs. Aurelia Eller

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

Mr. and Mrs. Ward B. Miller

Mr. Richard Stockton

Mrs. Marilyn G. Ellison

Dr. and Mrs. Ali Jarrahi

Ms. Ellen N. Monahan

Mrs. Sheryll Strode

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

Mr. John C. Jessup

MontVue Capital Management, Inc.

Mr. and Mrs. Ron Tedder

Mr. and Mrs. Robert J. Ess

Ms. Betty Johnson

Ms. Pauline A. Morris

Mr. Ben W. Thomason, Jr.

Mrs. James Ficklen, Jr.

Ms. Terry Johnson

Ms. Lea Thullbery

Mr. and Mrs. Michael J. Fisher

Mr. and Mrs. Douglas S. Jones

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

Ms. Cici Fulton

Dr. David L. Kelly, Jr.

Ms. Anne Garvey

KeyBank Foundation

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

Mr. M. Carlyle Kinlaw, Jr.

Mr. and Mrs. William A. Goodson III

Mr. and Mrs. William A. Knott

Mr. and Mrs. Bernard Gray

Ms. Joyce Kohfeldt

Dr. and Mrs. Gary M. Green

Ms. Jo Ann Kyslinger

Mr. Michael D. Gunter

Ms. E. Julia Lambeth

Mr. and Mrs. Todd Hall

Mr. and Mrs. Thomas W. Lambeth

Mr. James A. Hancock, Jr.

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

Ms. Regina Harmon

Mr. and Mrs. James E. Lippard

Mr. M. N. Hennessee

Mr. and Mrs. Ernest V. Logemann

Ms. Martha M. Higginbotham

Ms. Annette P. Lynch

Mrs. Alice Hinman

Mr. and Mrs. Samuel C. Matthews

Ms. Kate W. Hodge

Dr. and Mrs. William McCall, Jr.

Hooser Family Association

Dr. James A. McCool

Dr. and Mrs. Lewis H. Nelson III Mr. William Nelson and Dr. Anne Nelson Mr. and Mrs. Michael Newman Ms. Corena A. Norris-McCluney Ms. Marjorie Northup Novant Health Triad Region Mr. Colin Parr Mr. and Mrs. Charles C. Patton Ms. Helen S. Peterson Ms. Susan Pfefferkorn Ms. Tucker Pollard Mr. and Mrs. George A. Ragland Ramey, Inc.

Mr. and Mrs. Stuart F. Vaughn Mr. and Mrs. William R. Wallace, Jr. Ms. Leila L. Warren Ms. Natalie Webb Mr. and Mrs. Harden B. Wheeler, Jr. Will and Meridith Whitaker Whole Man Ministries of NC Mr. and Mrs. J. Tracy Wilkerson S. C. Williams Mr. and Mrs. John G. Williard Mr. and Mrs. Ben S. Willis, Jr. Woman’s Club of Winston-Salem Judge and Mrs. William Z. Wood, Jr. Ms. Latonya Wright

Dr. Edward G. Shaw

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FUNDS AND DONORS

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FINANCIAL OVERVIEW COMBINED STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS (MODIFIED CASH BASIS) ASSETS Cash and cash equivalents Securities Student loans receivable Notes receivable Investment in partnerships

DEC. 31, 2015 AND 2014

2015

2014

$17,371,326

$17,365,321

304,989,714

300,906,128

675,718

821,320

465,000

465,000

18,462,530

18,087,591

Assets held in trust – real estate

4,052,275

3,571,275

Building, improvements, and equipment

1,244,497

1,140,189

39,791,977

41,406,329

Split interest assets held in trust (Note 1) Other assets TOTAL ASSETS LIABILITIES AND NET ASSETS

1,172,570

1,164,072

$388,225,607

$384,927,225

2015

2014

LIABILITIES: Amounts withheld from employees Agency deposits Split interest assets held in trust (Note 1) Total liabilities

$4,423

$2,281

1,224,723

1,516,721

39,791,977

41,406,329

41,021,123

42,925,331

UNRESTRICTED NET ASSETS: Discretionary

33,109,740

33,809,903

Field of interest

29,344,631

29,660,296

Scholarship

22,226,811

21,901,720

Student loan Donor advised

852,845

1,446,195

143,531,324

136,569,170

Donor designated

91,074,086

91,407,992

Agency endowments (Note 2)

19,486,509

19,305,397

Real estate

3,566,141

3,566,141

Administrative

4,012,397

4,335,080

347,204,484

342,001,894

$388,225,607

$384,927,225

Total net assets COMMITMENTS (Note 3) TOTAL LIABILITIES AND NET ASSETS

Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $24,387,489 and $24,011,224 as of December 31, 2015 and 2014, respectively.

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 $1,876,395 and $1,573,962 at December 31, 2015 and 2014, respectively.

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COMBINED STATEMENTS OF RECEIPTS, DISBURSEMENTS, AND CHANGES IN NET ASSETS (MODIFIED CASH BASIS) YEARS ENDED DEC. 31, 2015 AND 2014 CHANGE IN NET ASSETS

2015

2014

$36,679,288

$31,434,050

5,981,897

5,630,657

RECEIPTS: Donations and bequests Interest, dividends, and other investment income Other receipts Total receipts

68,373

56,939

42,729,558

37,121,646

26,562,296

24,874,514

3,242,783

2,850,111

940,736

895,453

29,770

43,571

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

168,300

135,603

30,943,885

28,799,252

RECEIPTS OVER DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS NET REALIZED AND UNREALIZED GAINS

11,785,673

8,322,394

(6,583,083)

14,589,660

5,202,590

22,912,054

INCREASE IN NET ASSETS NET ASSETS BEGINNING OF YEAR

$342,001,894

$319,089,840

END OF YEAR

$347,204,484

$342,001,894

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 2015 audited financial statements, please visit our Web site at www.wsfoundation.org.

TOTAL ASSETS (in millions) 361 273 289

300 245

269 277

TOTAL GRANTS PAID (in millions) 385 388

31

31

310 21

211

05

06

07

08

09

10

11

25

24

12

13

14

15

05

06

07

08

17

19

09

10

21

20

21

11

12

13

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15

F I N A N C I A L OV E RV I E W

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THE WINSTON-SALEM FOUNDATION

T

COMMITTEE

HE 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.

STAN KELLY

TOMMY HICKMAN

H. VERNON WINTERS

DR. GARY GREEN

Chair

Vice Chair

Treasurer

Secretary

President and Chief Executive Officer Piedmont Triad Partnership

Retired Senior Vice President R.J. Reynolds Tobacco Company

Retired Chief Investment Officer Mellon Financial Corporation

President Forsyth Technical Community College

LINDA GARROU

RAY HAND

M. CARLYLE KINLAW, JR., CFA

Former N.C. State Senator

Senior Vice President and Sales and Service Director BB&T Private Advisors

Financial Advisor Merrill Lynch

DAVIDA W. MARTIN

DR. JOHN D. MCCONNELL

CORENA NORRIS-MCCLUNEY

Forsyth County Attorney

Chief Executive Officer Wake Forest Baptist Medical Center

Vice President, Associate General Counsel Krispy Kreme Doughnut Corporation

RANDALL S. TUTTLE

MIKE WELLS

SILVIA RAMOS Chief Diversity Officer and Title IX Coordinator Winston-Salem State University

[ 7 2 ] F O U N D AT I O N C O M M I T T E E S

Founder and Partner Trade Street Capital Partners

the winston-salem foundation annual report

Retired Senior Vice President Bank of America

Partner Wells Law, PLLC

THE WINSTON-SALEM FOUNDATION

SUPPORTING COMMITTEES

BLACK PHILANTHROPY INITIATIVE 2016 ADVISORY COMMITTEE

2016 ASSET DEVELOPMENT COMMITTEE Michael Trawick, Chair

Scott Gerding

Jim Martin

Alison Ashe-Card, Chair

James DuBose

Mae Rodney

Marie Arcuri

Ted Goins

Ward Miller

Roger Hyman, Vice-Chair

Shawan Gabriel

Twana Roebuck

Allison Brashear

Andrea Jenkins

Ed Pleasants

Michael Frye, Secretary

Deidra Gilliard

Eric Sadler

John Burress

Gordon Jenkins

Napoleon Richardson

Dr. Betty A. Alexander

Cheryl Harry

Melvin Scales

Peggy Carter

Lottie Kay

Amy Smith

T.L. Brown

Andrea Jenkins

Gregory M. Turner

Robbie Chandler

Stan Kelly

Kim Stogner

Thailer Buari

Robert Leak

Brenda Diggs

Kayce King

Hayes Wauford

Artina Dawkins

Shinika McKiever

Linda Garrou

Debbie Marshall

Mike Wells

THE WOMEN’S FUND OF WINSTON-SALEM 2016 BOARD OF DIRECTORS

2016 GRANTMAKING SUBCOMMITTEE Tommy Hickman, Chair

Paula McCoy

Silvia Ramos

Alison Ashe-Card, Chair

Phyllis Britnell

Amy Justice

Davida Martin

Francis Rivers Meza

Randall Tuttle

Lamaya Williams,

Henri Brown

Amy Leander

Corena Norris-McCluney

Kenneth Pettigrew

Vernon Winters

Latoya Cheek

Amy Lytle

Susan McBurney, Secretary

Gwenn Clements

Lisa Purcell

Margaret Leinbach,

Lawren Desai

Silvia Ramos

2016 STUDENT AID COMMITTEE

Vice-Chair

Tori Gillet

Gemma Saluta

Katherine Acenas

Elizabeth Jeter

Melody Thomson

Sandra Boyette

Sandra Miller Jones

Margaret Turner-Johnson

Treasurer

Betty Alexander

Brittney Gaspari

Daisy Rodriguez

Edna Barker

Cornelius Graves

Larry Stephenson

Cheryle Belo

Carolyn Gray

Christina Stewart

Mary Candillo

Bernice Harrison

Jane Suitt

John Candillo

Katherine Hoyt

Paula Turner

Peggy Carter

Lamar Joyner

Teresa White

Carmen Caruth

Barbara Lancaster

Nancy Wilson

Mary-Kathryn Appanaitis

Ethan Fisher

Caldwell Miller

Gwenn Clements

Carolyn Matthews

Mildred Wood

Carlos Mata-Arellano

Kayleigh Funderburk

Caroline Phan

Gavin Grosswald

Christian Rhoney

YOUTH GRANTMAKERS IN ACTION 2015–2016 PARTICIPANTS

Mary Edens

George McLendon

Latonya Wright

Tamera Brady

Lindy Ellis

Jason Niell

Karl Yena

Marie Carroll

Karina Higareda-Guido

Joshua Shields

Nancy Young

Briona Cash

Jaylen Jeffreys

Alexzandria Watson

Ashley Cox

Drew Lischke

Darnell Whitley

Jeremie Cabán-Cubero

Lucy Liu

Danielle Edgerton

Humberta Magallon

Susan Elster

Emery Rann

James Gallaher

Kenneth Raymond

the winston-salem foundation annual report

F O U N D AT I O N C O M M I T T E E S

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THE WINSTON-SALEM FOUNDATION

STAFF

Edna Barker — S tudent Aid Associate Kay Dillon — Director, Student Aid Susan Elster — Philanthropic Advisor Sandra Fishel-Booth — Program Officer Eric Freeman — Accounting Associate Cici Fulton — Director, Marketing and

Communications Layla Garms — Program Officer Anne Garvey — Director, Fund Administration

and Stewardship Brittney Gaspari — Vice President, Community

Investment David Gore — Director, Information Systems

and Technology Jonathan Halsey — Director, Community Engagement Andrea Hulighan — Director, Community Grants Betty Johnson — Financial Assistant

Seated – Jonathan Halsey, Cici Fulton, Edna Barker, Sandra Fishel-Booth, Madelyn

Tamisha Keith — Donor Relations Officer

McCaully, Constance Moore, Meridith Whitaker, Brittney Gaspari, Todd Slate

Jo Ann Kyslinger — Gifts Processor Annette Lynch — Vice President, Philanthropic Services Dee Matthews — Comptroller Madelyn McCaully — Grants Manager

Standing – Christina Stewart, Dee Matthews, Jo Ann Kyslinger, Leila Warren, Tamisha Keith, Annette Lynch, Lisa Purcell, Betty Johnson, Scott Wierman, Sabrina Slade, David Gore, Andrea Hulighan, Anne Garvey, Susan Elster, Layla Garms

Not pictured – Kay Dillon, Eric Freeman

Constance Moore — Administrative Associate,

Philanthropic Services Christina Stewart — Receptionist Lisa Purcell — Executive Vice President Sabrina Slade — Director, Strategic Initiatives Todd Slate — Vice President, Finance and Administration Leila Warren — Executive Assistant Meridith Whitaker — Marketing and Communications

DESIGN: M Creative | COVER AND STORY PHOTOGRAPHY: Christine Rucker EVENT PHOTOGRAPHY: David Reavis | PRINTING: Graphic Visual Solutions | STORY WRITING: Betsi Robinson

Manager

The inside pages of this annual report contain fiber sourced from well-managed forests.

Scott Wierman — President facebook.com/winstonsalemfoundation

[ 7 4 ] S TA F F

the winston-salem foundation annual report

@wsfoundation

linkedin.com/company/wsfoundation

THE BURRESS FAMILY CENTER FOR PHILANTHROPHY

I

N 2015, the Burress Family Center for Philanthropy opened as a collaborative meeting space where groups can come together to learn, connect, and share ideas. The Foundation is pleased to offer this facility to nonprofit organizations and community groups as a resource to help them advance their missions. For more information on the facility, please visit www.wsfoundation.org/meetingspacereservations.

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

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