Page 1

THE

H E ART OF

COMM U N I TY

T H E W I N STO N -SALEM FO UNDAT IO N 2017 Report to the Community  |  2016 Annual Report

[ C1 ]


Inside and front cover location: Crossnore School & Children’s Home

[ C2 ]

The Winston-Salem Foundation annual report


The Heart of Community A strong community is like a backyard garden. If you plant seeds and tend the green shoots, flowers and fruit will blossom. Right before your eyes, entirely within your reach and influence. Health and progress. Vitality and potential. What grows in distant fields is important, of course, but to improve the unique nature of where you live, you must value and enrich the ground close to home. This is the life cycle of a community, too. The Winston-Salem Foundation is proud to invest in so many ambitious efforts that are helping us grow and thrive locally. And we are grateful for the restorative light found at the heart of our community. To the individuals, groups, and organizations giving generously and working passionately to make a difference— sowing seeds of positive change and raising powerful ideas and actions to fruition— we thank you for working to improve life here and now. Your dedication matters, as we work together to grow extraordinary gardens of opportunity for all in our community.


Our Mission

Contents

 o invest in our community T by making philanthropy and its benefits available to all. The Foundation’s efforts are inspired by four core values:

Community Partnerships

4

GENEROSITY

Year in Review

8

 o support sharing in all its forms, linking resources with T ideas that improve community life.

Donor & Nonprofit Stories

16

INCLUSION

Grants

32

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

Funds & Donors

42

INTEGRITY

Financial Overview

72

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

Foundation Committees

74

EXCELLENCE

Staff and Facility

76

To aspire to the highest standards in everything we do.

[ 2 ]

The Winston-Salem Foundation annual report


Message to the Community

THE HEART OF COMMUNITY

Winston-Salem is abundant in its generosity. In fact, in 2016 our foundation ranked 7th in gifts received per capita, outranking many larger communities. And we’re not just talking about donations. Civic engagement, volunteerism, and collabor­ ation also propel us forward—we see it every day through our work with volunteers, non­ profits, and community leaders. As encouraged as we are by our community’s generosity, we recognize that real challenges exist. Many of our students are not reading on grade level, many of our neighbors are struggling financially, and divisions of race and class are keeping us from reaching our collective potential. Over the past few years, the Foundation has stepped up its partnerships with organizations

such as the Winston-Salem/Forsyth County Schools, Kate B. Reynolds Charitable Trust, and the Arts Council of Winston-Salem and Forsyth County—among many others—to fund and participate in initiatives that can strengthen the fabric of our community. Our issues are complex, but we know that such collaboration can help us make great strides. Winston-Salem’s tradition of philanthropy dates back to the early days of our city and the Foundation’s establishment 98 years ago. As we approach our centennial year in 2019, we’re grateful that the heart of our community remains strong. We know that much can be accomplished when we devote our time and resources right here at home— strategically, with open minds and hearts, and in partnership with each other.

Stan Kelly Chair The Winston-Salem Foundation Committee

Scott F. Wierman President The Winston-Salem Foundation

The Heart of Community

[3]


COMMUNITY PARTNERSHIPS

[ 4 ]

The Peer Project

5

Imagine Forsyth

6

Community Innovation Lab

7

The Winston-Salem Foundation annual report


peer PROJ ECT

The Peer Project

ENGAGING EDUCATORS IN CONTINUOUS LEARNING

This year, the Foundation and the WinstonSalem/Forsyth County Schools (WS/FCS) continued their collaboration through the Peer Project, a 5-year, $2.3 million commitment by the Foundation to provide professional development learning opportunities for local educators. Examples include:

licensure. The program uses research-based instruction to help teachers build their reading and literacy capacity to improve student achievement, ultimately creating “literacy specialists” who can share their knowledge with colleagues. The Peer Project grant will fund the teachers’ program tuition.

TEACHER ACADEMY

POVERTY SIMULATIONS

The goal of the Teacher Academy is to develop teacher leadership in one of three ways: by offering one’s classroom as a Model Classroom for colleagues to observe, by working intensively as a mentor for another teacher, or by writing and delivering professional development opportunities within the school district. The Peer Project grant will support 40 teachers who are stepping into these leadership roles, positively impacting teachers and students across the district.

Several schools have partnered with Crisis Control Ministry to experience the Community Action Poverty Simulation, which helps educators better understand what it is like to live in poverty. During the simulation, participants role-play the lives of lower-resourced families trying to provide basic necessities with very limited budgets and transportation barriers as they interact with volunteers portraying human service agencies, grocers, bill collectors, and landlords, among others.

ASU READING LICENSURE PROGRAM

Since 2015, the Peer Project has invested nearly $800,000 toward professional development opportunities to help build a culture of creativity, innovation, and continuous learning for WS/FCS educators.

Through a collaboration between Appalachian State University and WS/FCS, 15 teachers from priority and low-performing schools will enroll in courses to receive an 18-hour reading

peer PROJ ECT ENGAGING EDUCATORS IN CONTINUOUS LEARNING

Educators at the August 2017 Teacher Academy training

Community Partnerships

[5]


Imagine Forsyth

Neal Place neighbors enjoying fellowship in their community garden

Imagine Forsyth seeks to create strong relationships, strong neighborhoods, and strong futures for all of Forsyth County’s residents. This collective impact initiative is focused on improving family stability by tackling issues related to food security, housing, health, and income/employment in targeted neighborhoods in our community. In the summer of 2017, Imagine Forsyth piloted efforts to increase healthy food access and nutrition education in the Greater Cleveland Avenue and Boston-Thurmond communities. Important tenets for the success of this work include connecting neighbors and agencies to action teams, improving the way organizations collaborate and align, and understanding our community by using data to measure progress and set future goals.

Formerly called Collaborating for Clients (or C4C), this initiative was funded as a 3-year pilot program in 2015 with a $380,000 grant from the Laura and John Arnold Foundation to Second Harvest Food Bank of NWNC. The initiative is led by Second Harvest, 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, Novant Health, and Wake Forest Baptist Health. The Foundation has committed $112,000 to the project to date. For more information, visit imagineforsyth.org

Day of Celebration with Imagine Forsyth and neighborhood residents

[ 6 ]

The Winston-Salem Foundation annual report


Community Innovation Lab In 2016, the Foundation made a $100,000 Community Grant to support the Community Innovation Lab, which brought together stakeholders from multiple sectors to address inequities in employment, income, and wealth. During the year that followed, Lab members transitioned from examining the dynamics of how systems work to developing artsintegrated interventions with the ultimate goal of transforming our city into a more equitable and abundant place for all residents. As Lab members extended their work into the larger community, their efforts spawned successes both large and small. For example,

Lab members working on First Stop and Hustle efforts with facilitation by EmcArts

the First Stop Cultural Arts Expo in January drew more than 400 residents and 23 agencies to the Millennium Center for an experience that integrated arts activities with access to social services. Participants gathered in an atmosphere of reciprocity and respect where everyone’s gifts, skills, and talents were recognized. First Stop reflected a decisive shift from the traditional charity model, achieved by breaking down silos and building networks and trust across boundaries. Another product of the Lab: Mary’s Mavens, a group of Winston-Salem women now nearly 1,500 strong who support, empower, and educate each other. These and other fruits of the Lab’s efforts on behalf of our city are small steps toward real systemic change. When the Community Innovation Lab began in the fall of 2015, it was one of only two such projects in the United States designed and facilitated by EmcArts, a nationallyknown service organization based in New York City, with primary funding from the Kresge Foundation. The Lab was convened by the Thomas S. Kenan Institute for the Arts at the UNC School of the Arts, The Arts Council of Winston-Salem and Forsyth County, and The Winston-Salem Foundation.

Susan Brittain of the Kenan Institute for the Arts with Lab member Mary Haglund of Mary’s Mavens

Community Partnerships

[7]


YEAR IN REVIEW 2017 Community Luncheon

[ 8 ]

9

The Winston-Salem Foundation Award

10

ECHO Awards

11

Legacy Society Dinner

12

Scholarship Celebration

13

The Women’s Fund of Winston-Salem

14

Black Philanthropy Initiative

15

Youth Grantmakers in Action

15

The Winston-Salem Foundation annual report


2017 Community Luncheon Over 1,250 nonprofit professionals, business leaders, donors, and other community members gathered at the Benton Convention Center on May 3 for the Foundation’s 2017 Community Luncheon. Keynote speaker Howard Ross, a nationally-recognized expert on diversity, leadership, and organizational change, spoke on unconscious bias, giving examples of internal assumptions and judgments that individuals make about others every day without even realizing it. Howard also provided tools to help the audience navigate unconscious bias going forward. The Foundation hopes that a deeper collective understanding of unconscious bias will improve our relationships with each other, encourage social capital-building, and help move our community forward—together. The luncheon also provided an opportunity to recognize an exemplary group of community builders. The 2017 Winston-Salem Foundation

Award was presented to Jeff Bacon, and the 2017 ECHO Awards honoring social capital builders were given to Jahmila Best, Mary Jac Brennan, Kelly Carpenter, Joy Prom, and Mary’s Mavens. The event was supported by Keynote Sponsor BB&T and by 81 other local businesses and nonprofits that signed on to be Community Investors, Community Builders, and Community Supporters. Their support helped to lower the luncheon’s cost, allowing greater community access to the event. Please join us for our next Community Luncheon on Wednesday, May 2, 2018!

For links to unconscious bias resources, visit wsfoundation.org/ 2017communityluncheon

Year in Review

[9]


The Winston-Salem Foundation Award Each year, the Foundation presents The Winston-Salem Foundation Award to an individual who demonstrates the Foundation’s values of generosity, excellence, inclusion, and integrity. This award focuses specifically on an individual’s visionary leadership in the community or on behalf of a community organization in the recent past. The 2017 award recipient, Jeff Bacon, has demonstrated visionary leadership in tackling our community’s challenges of hunger and unemployment in innovative ways. Jeff leads Triad Community Kitchen, a nonprofit that prepares many for work in the food service industry while also providing meals to over 300,000 individuals annually through Second Harvest Food Bank of Northwest North Carolina. Jeff also created

Providence Restaurant, a transformative enterprise that hosts a two-year residency program for Triad Community Kitchen graduates to help them obtain on-the-job experience. Jeff is known among those he mentors as a passionate, inspiring leader who focuses on community members’ assets and futures, rather than their deficits in the past. Many in our community have found stable employment and improved their lives thanks to Jeff Bacon’s leadership. The Winston-Salem Foundation Award recipient is selected by a committee comprised of members of various Foundation committees as well as the community at large. With this well-deserved recognition comes a $10,000 grant, which Jeff designated to TCK Providence and Hope Community Church.

Jeff Bacon (center) with Foundation President Scott Wierman and Committee Chair Stan Kelly


ECHO Awards The ECHO Awards honor individuals and groups who are strengthening the fabric of our community by building social capital— connections among people, based on trust, that enhance cooperation for mutual benefit. Each ECHO Award recipient receives $1,000 to grant to a nonprofit organization of their choice. Congratulations to our 2017 award recipients for building trust across diverse groups—contributing to a safer, stronger, and more inclusive community for all.

Jahmila Best serves as a youth leader for the

nonprofit Neighbors for Better Neighborhoods and has helped neighbors who were previously strangers become partners with shared goals. Mary Jac Brennan has brought together diverse

individuals and networks with a common interest in food, farming, and the regional food economy through her passionate work at Cooperative Extension. Kelly Carpenter has fueled numerous innovative social capital-building programs such as Institute for Dismantling Racism, The Shalom Project, and the Peters Creek Community Initiative.

2017 ECHO Award Recipients included: Mary Jac Brennan, Joy Prom (Donna Zayas, Al Zayas, Linda Sullivan, Chuck Spong), Mary’s Mavens (Mary Haglund, Rebeccah Byer), Kelly Carpenter, Jahmila Best

Joy Prom brings together 200 individuals with

developmental differences and 350 community volunteers for a memorable evening which forges connections that last throughout the year.

Winston-Salem Foundation Committee member Alison Ashe-Card presents the 2017 ECHO Awards.

Mary’s Mavens is a networking group which hosts meetings for diverse women from different backgrounds, featuring sessions on topics such as life-coaching and entrepreneurship.

Year in Review

[ 11 ]


Legacy Society Dinner

Angela and Ken Craven

Sallie and Karl Yena

Scott Wierman, Henri Brown, Stan Kelly, Summer Riley, and Paula Wilkins

[ 12 ]

The Winston-Salem Foundation annual report

Silvia Ramos and Trae Cotton

Ray and Cathleen McKinney

In November 2016, Legacy Society members gathered to celebrate philanthropy and to hear how the Foundation’s investments are making a difference in the community. The Legacy Society honors individuals and families who have already established permanent charitable endowments or who have made provisions for such gifts after their lifetimes. During the program, Lee French and Kristen Haaf shared more on Creative Corridors’ work on the artistically-designed bridges and overpasses coming to downtown Winston-Salem that will set our city apart as both

an innovative and welcoming community. Henri Brown of ReadWS and Paula Wilkins and Summer Riley of Cook Literacy Model School also spoke about the impact that their Peer Projectfunded Orton-Gillingham literacy training is having to help local students become better readers. Permanent endowments established by Legacy donors enable the Foundation to support projects such as these. We are most thankful for our Legacy Society members and for their sustainable support of our community, both now and in the future. Legacy Society members are listed on page 67.


The Foundation awarded 583 scholarships totaling $978,586 to local students in the 2017–2018 academic year.

Scholarship Celebration In July 2017, more than 200 guests gathered at Wake Forest University’s Bridger Field House for the annual Scholarship Celebration Breakfast. This event recognizes the achievements of Foundation scholarship recipients and the donors who made their scholarships possible, as well as the high school guidance counselors and volunteer committee members who play a critical role in the student aid program. Special thanks to donors

Charlie and Ann Hemrick for sponsoring the breakfast for the seventh consecutive year! Program highlights included Melissa Painter of FOX8 News serving as emcee, and Stan Huck, director of guidance at Mount Tabor High School, introducing student speaker Vincent Patella. Vincent, a recipient of the Harry C. Morgan Memorial Scholarship for engineering students, shared his career aspirations and advice for rising college freshmen.

Donny Lambeth, scholarship recipient Bryan El, and Charlie and Ann Hemrick

Recipients Madeline Jones, Mackenzie Joseph, Samuel Owens, Antonio Daniels, and Mikalah Muhammad, with Rick Pfefferkorn

Emcee Melissa Painter

Gwenn Clements with scholarship recipient Sierra Toney

Speaker Vincent Patella with scholarship donor Dave Morgan

Year in Review

[ 13 ]


The Women’s Fund of Winston-Salem The Women’s Fund is a community of female philanthropists supporting organizations serving women and girls. With 765 active members at the close of 2016, the group’s reach continued to grow in the past year as The Women’s Fund:

• Engaged members and the community in

International Women’s Day with a weeklong celebration in March 2016.

• Partnered with a/perture cinema to host a women’s film series featuring films and panel discussions on economic insecurity and the gender wage gap.

Guests at the second-annual Fund Do Party at the Milton Rhodes Center

• Awarded grants totaling almost $97,000 to four

organizations at the annual luncheon celebration. The Children’s Home Society, Planned Parenthood South Atlantic, LEAD Girls, and TCK Providence received funds for programs related to the economic empowerment of women and girls.

• Hosted its second-annual Fund Do Party in April

2017, a fundraising event to support advocacy and education efforts to address systemic issues outside of the group’s annual grantmaking process. The event drew 94 attendees and raised $13,545.

More information at womensfundws.org.

2016 grant recipients at the November luncheon

[ 14 ]

The Winston-Salem Foundation annual report


Black Philanthropy Initiative

Youth Grantmakers in Action

In 2016–2017, the Black Philanthropy Initiative (BPI) continued to build philanthropic relationships and support issues impacting the African-American community, with a special grantmaking focus on education, financial literacy, and parenting and life skills training. In October 2016, BPI hosted a fundraising event at WinstonSalem State University called Impacting our Community Through Black Philanthropy, which highlighted BPI’s grantmaking impact and included a spoken word performance by teens from nonprofit Authoring Action. In February 2017, BPI presented five organizations with $16,350 in total grants: Crosby Scholars to attract and retain African-American males in the program; Habitat for Humanity for a youth financial literacy summer program; R.I.S.E. 4 Girls for a girls’ program at Philo-Hill Magnet Academy; Wake Forest University for an after-school sports literacy program at Paisley IB Magnet School; and Wiley Magnet School for the League of Extraordinary Gentlemen, a leadership program for young men. BPI also established a social media presence for the first time by launching Facebook, Twitter, and Instagram accounts in February 2017. Visit wsfoundation.org/BPI for more information.

Youth Grantmakers in Action (YGA) gives youth ages 15–18 a voice in local philanthropy by engaging them in their own grantmaking process. During the 2016–2017 school year, a diverse group from 12 area high schools worked together to develop grant guidelines, solicit grant proposals, and award grants to youth-led projects making a positive impact on youth in Forsyth County. For the first time, YGA planned their own group community service project, volunteering at SECU Family House in December 2016. Youth spent the morning cleaning the facility, decorating for the holidays, and baking cookies. YGA hosted its annual grant celebration in April 2017 where they announced eight grants totaling $2,460 for youth-led projects. Grant recipients included: East Forsyth Key Club; Fine Arts; Grace Church Youth Worship/Ministry Group; Reagan Black Achievers; Reagan High School Young Black Male Achievers; THETA Program and Scholarship Fund; Top Teens of America; and the Winston-Salem Youth Advisory Council. 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. Find out more at youthgrantmakersinaction.org.

2016 Black Philanthropy Initiative grantees

YGA members and their 2017 grantees at the April celebration

Year in Review

[ 15 ]


DONOR & NONPROFIT STORIES

[ 16 ]

The Skinner Family

18

Mike & Wendy Brenner

20

Kaleideum

22

Mildred & Herman Bryson

24

Sunnyside Ministries

26

Michelle & Alex Schenker

28

Educator Warehouse

30

The Winston-Salem Foundation annual report


Forward-thinking people and organizations are the heart of the Foundation’s purpose and vitality. We are grateful for the opportunity to work with all those who value making a difference here and now so our community can become stronger over time.

The Heart of Community

[ 17 ]


Jonathan Skinner

“We didn’t want people to forget about Jonathan. He is still a very strong part of our lives.” – CLAUDIA SKINNER

The Skinner Family: Linwood, Sr., Claudia, Tamika, and Linwood, Jr.

[ 18 ]

The Winston-Salem Foundation annual report


THE SKINNER FAMILY

From Loss to Legacy Every summer, friends and family of Jonathan Skinner gather at Winston Lake Golf Course to raise money for a worthy cause: college scholarships for deserving high school seniors in Forsyth County. It’s how Linwood and Claudia Skinner choose to carry on the legacy of their youngest son, a former R.J. Reynolds High School basketball star tragically killed during a home invasion in Durham more than a decade ago. Proceeds from the golf tournament go to the Jonathan LaRon Skinner Memorial Scholarship Fund. Just 26 years old at the time of his death in 2005, Jonathan was one semester shy of graduating from St. Augustine’s College in Raleigh. The young man who received numerous athletic awards during his high school days, including Co-Player of the Year in the Central Piedmont Conference, was planning to become a physical education teacher. “A lot of people just come and sit with us during the tournament,” Claudia says. “It warms my heart that they remember Jonathan, they remember us as a family, and we are helping other kids pursue their dreams.” “It makes me feel good to keep his memory alive,” Linwood adds.

The Skinners live in Raleigh now, but they consider Winston-Salem home. They met in 1970 at Winston-Salem State University, where both majored in business education, and they decided the city would be a great place to raise their family. Both went to work for the local school system. Claudia taught business classes at Parkland and Glenn high schools; Linwood became a job development counselor at the Central Office. The couple moved in 1997 when Claudia accepted a job with the N.C. Department of Public Instruction, but they have every intention of returning to the Twin City down the road. “It’s all about relationships,” Linwood says. “That is what’s important. After spending so many years in Winston-Salem and raising the family here, with our church and friends and the university, it feels like home.” “We chose to bring Jonathan back here,” Claudia adds. “We had his services here, and he is buried at Evergreen Cemetery.” Another reason to return: Linwood Jr., the couple’s oldest son, who followed in his parents’ footsteps by graduating from Winston-Salem State University with a degree in business administration. He works at the university and lives here with his wife, Tamika.

The Skinners established the Jonathan LaRon Skinner Memorial Scholarship at the Foundation in 2010 in memory of their son to support graduating Forsyth County high school seniors.

The pain caused by the loss of Jonathan seems as palpable today as it was that day in 2005 when the Skinners arrived at the crime scene in Durham. They saw police tape surrounding the family vehicle that Jonathan had driven to the CIAA Championship football game. “I still have the knot in my stomach,” Claudia says. “As a mother, burying one of my children took my heart right out of my chest.” “We still get phone calls from some of his college friends,” Linwood says. “It’s been 12 years, but it’s as if it just happened yesterday.” Their friends Ike and Veronica Black were early organizers of the scholarship along with the staff at Quality Education Academy in Winston-Salem. Jonathan didn’t have the opportunity to finish college, but helping other young people reach their life goals keeps the couple grounded, Linwood says. “All the love that people have shown us through the years has really helped us a great deal.” The couple’s strong faith also helps carry them through the tough times. “I don’t believe God makes any mistakes,” Claudia says. “I think the decision to pluck that flower from this Earth was God’s decision that we must accept.” The Heart of Community

[ 19 ]


MIKE & WENDY BRENNER

Investing in Tomorrow, Today Mike Brenner was raised in a family of philanthropists—his father, Abe, and uncles, Morris and Herb, firmly believed in giving back to the community that helped their businesses prosper. The renowned children’s hospital in Winston-Salem even bears the Brenner name. Philanthropy remained important to Mike as he moved into adulthood, but he preferred life away from the limelight. Smart, thoughtful, and a man of few words, he settled in Davie County and remained a bachelor well into his 50s. That all changed when Mike crossed paths with Wendy, an energetic mother of two with a background in social work who served with him on the board at Temple Emanuel. They tied the knot 12 years ago. “Mike was always a quiet giver,” Wendy recalls. “But when we married, we decided to work together in our philanthropy, and we became much more active and engaged in the community.” “I guess I came out of my shell,” Mike adds with a smile. “I was always a very private, shy [ 20 ]

person. My original thought was to make big gifts at the time of my death through my estate plan. But Wendy and I decided it was more important to support community projects now, while we can see the impact of our giving.” Mike moved the assets of his private family foundation to a donor-advised fund at The Winston-Salem Foundation, which reduced administrative burdens and simplified the couple’s giving. Today the Brenners are among the Foundation’s most proactive and strategic donors. They meet periodically with staff to learn about new projects in the community, and they support a broad range of charitable interests, including the arts and education. “This town has been very good to our family. We have always been taught to give back, especially to local causes,” Mike says. This year, for the first time, the couple made a substantial gift to Winston-Salem State University to support the establishment of a professorship and committed to a recurring annual gift to fund campus priorities such as undergraduate research stipends and internships. They consider it a solid investment

The Winston-Salem Foundation annual report

The Brenners established the Mike and Wendy Brenner Trust, an endowed donor-advised fund, in 2002. They are Legacy Society members and also have named the Foundation as a beneficiary in their estate plans.

and hope others will follow suit. “We really feel that local impact is important. At Winston-Salem State, more than 80 percent of the graduates stay here and work here,” Wendy says. “We believe that we are doing something for the community and that is meaningful to us.” Friends of the Brenners and others in the community apparently took notice. “We received more phone calls and comments when we did that,” Wendy says. “Certain gifts have a greater impact in helping to inspire others.” In the end, it all comes back to family for the Brenners. “My siblings and first cousins were all taught by our parents to be charitable,” Mike says. “We are trying to teach our kids to make the effort, too.” Wendy hopes their example will inspire the next generation to carry on the family tradition. “Mike’s family was so special in their way of giving. I really want the kids to understand how lucky they are and how much it means to give back.”


“We’re working closely with staff members to find out where our interests intersect with the Foundation’s community involvement. It really helps to have a broader view of what is going on.” –WENDY BRENNER

The Heart of Community

[ 21 ]


Elizabeth Dampier and Paul Kortenaar

“Through this merger we hope to reach every child in our community, helping them build skills for future success by inspiring curiosity and encouraging learning through interactive play and discovery.” –ELIZABETH DAMPIER

[ 22 ]

The Winston-Salem Foundation annual report


KALEIDEUM

Learning Reimagined Elizabeth Dampier and Paul Kortenaar were once competitors—executive directors, respectively, of the Children’s Museum of Winston-Salem and SciWorks. Then they ended up working side-byside as leaders of what came to be known as Kaleideum, the product of their two nonprofits that merged in 2016. The joint executive directors made the merger look seamless, but in truth they had to summon the same qualities they seek to instill in every child who walks through the doors of Kaleideum: creativity, collaboration, risk-taking, and perseverance. “It would have been simpler to continue as we were, but if we hoped to develop risktaking in the children of this community, we had to demonstrate that as well,” Kortenaar says. “Bringing the two together involved perseverance and a lot of creativity on the part of board members and staff who were willing to think about what a new museum would be like. Collaboration is much more difficult, but ultimately, much more fruitful.” “We were two healthy organizations,” Dampier adds. “Rather than focusing on our

own needs, we took the initiative to think about how we could do it better together.” That involved merging two boards of directors into one, creating an entirely new organizational chart, and defining the culture of the new museum. Kaleideum employs 53 part- and full-time employees year-round, a number that jumps to 75 during its busiest summer months. “That is often the challenge with these kinds of mergers: to bring together two staffs and two boards where there had been competing interests,” explains Kortenaar, who recently moved to Texas to take on his next professional challenge as leader of a new children’s museum in El Paso. “Everybody had their own ways of doing things. Initially there was a feeling that if we were collaborating, we were changing. But, in fact, it was the collaboration that made the organization stronger.” Kaleideum received a Community Grant from the Foundation for expenses related to the merger, including a new IT system to consolidate membership, donor admission,

Kaleideum received a $75,000 Community Grant to support the 2016 merger of the Children’s Museum of Winston-Salem and SciWorks, the Science Center and Environmental Park of Forsyth County. Since 1991, the Foundation has supported the two organizations with more than $775,000 in grants.

programming, registration, and management functions. These days Dampier is the sole executive director of Kaleideum. She recently oversaw the completion of a new strategic plan for the museum, which will move from its two existing locations into a new building on county-owned land downtown at Third Street and Town Run Lane, near Merschel Plaza. “Forsyth County is building the new museum and has committed to maintaining it. Our responsibility is to fill it up with all the fun stuff,” Dampier says. “We have an architect and an exhibit design firm on board, and we will conduct a $10 million capital campaign in 2018 .” It’s not surprising that Dampier is thinking big about the future—it’s another of those qualities she likes to see in the kids who walk through the doors. “We have been given a wonderful gift from the county, and we are committed to building an engaging place where all children and members of our community feel welcome and inspired to learn, create, and develop skills so instrumental for future success.” The Heart of Community

[ 23 ]


MILDRED & HERMAN BRYSON

The Gift of Education

Mildred Bryson at the farm on the campus of Crossnore School & Children’s Home (previously The Children’s Home)

“I didn’t go to school but half a day all my life. We worked the other half. I always wanted to go to school more.” –MILDRED BRYSON

[ 24 ]

Two years before Herman Bryson retired as athletic director at R.J. Reynolds High School in 1985, the school named its gym after him. It was a fitting tribute to the revered football coach who led the Demons to three straight Central 4-A championships back in the 1960s. But Herman was more than a coach—he and his wife Mildred dedicated their lives to educating the next generation. And their rewarding careers were made possible only because of the help they received along the way. The couple’s story began in the 1930s at The Children’s Home in Winston-Salem, where Mildred King and Herman Bryson both grew up. The eighth of 11 children, Mildred was three years old when her mother died during childbirth. Her father, a local cobbler, didn’t have the means to provide for his large family. But he did have a trade worth more than gold to an orphanage with some 400 children. “He went to the trustees and said, ‘I will fix all your shoes for free if you will take some of my children,’ ” recalls 90-year-old Mildred. “Back then we wore our shoes until the tops wore completely out.”

The Winston-Salem Foundation annual report

The Children’s Home took him up on that offer, and Mildred settled in just fine. Herman, whose mother also died during childbirth, moved there when he was 11. Like all the other children, they had to pitch in to help the operation run smoothly. Mildred worked in the kitchen with a team of four girls, cooking three meals a day. With all those mouths to feed, she awoke at 4:30 every morning to start the fire and begin making biscuits. Herman drove the farm’s truck and delivered food to the dining room. When they were old enough, they both began attending classes at Reynolds. Herman became a star halfback for the Children’s Home’s team, and Mildred was a cheerleader. The two were just friends then, but reconnected after high school when Herman returned from a stint in the Navy. The couple married in 1946, and Herman received a scholarship to play football at Appalachian State. By then, both had decided to become educators, but times were tough financially. And that’s when the Foundation entered the picture.


Mildred and Herman Bryson attended Appalachian State University in the 1940s after receiving student aid from the Foundation. Herman passed away in 2015 at the age of 90, and his name is inscribed in the Foundation’s Book of Memory.

“Neither of us had a dime. We went to Northwestern Bank in Boone to try to get a loan. Mr. Adams didn’t have any money to loan us, but he told us about the Foundation. We borrowed a car, drove down to Winston and applied, and came home with the money, all in one day,” Mildred remembers. The couple worked multiple jobs to repay their financial aid. “We paid it each semester and didn’t owe a penny when we got out of school.” After graduation, the two began their careers in education and eventually returned home to Winston-Salem. It was here that they raised a family and became active in the Methodist Church, the institution which founded and sustained the Children’s Home for so many years. And over the course of three decades as teachers, Mildred and Herman touched the lives of countless children. “I mostly taught first grade,” Mildred says with a smile. “If they were three feet high I loved them. I still see some of the boys and girls I taught.” In the end, the couple’s lifelong joy came pouring back into the community that invested in them all those years ago.

The Heart of Community

[ 25 ]


David Holston, Timothy Carter, Angelica Regalado, and Charles Forrest

“At a graduation we asked one of our students, ‘What has this course meant to you?’ She looked up at us and said, ‘Freedom.’ ” – CHARLES FORREST

[ 26 ]

The Winston-Salem Foundation annual report


SUNNYSIDE MINISTRIES

A Journey to Financial Freedom

For nearly 40 years Sunnyside Ministry has supported local families by providing emergency assistance for vital needs such as rent, utilities, food, clothing, and other necessities. In recent years its leaders decided the time had come for a fundamental strategic change. “We needed to do more if we were going to help people so they don’t have to come back to get more assistance — plain and simple,” says David Holston, director of the ministry founded by the Moravian Church. Toward that end, Sunnyside rewrote its mission statement and created new programming to focus on financial education. The change represents a major shift in the ministry’s aim to address the roots of systemic poverty, not simply to help those who fall victim to it. In 2013, Sunnyside received a Community Grant from the Foundation to help start a new program called Gaining Control. The rigorous, 26-week financial literacy class seeks to help

Sunnyside Ministries provides assistance to families living in southern Winston-Salem and northern Davidson County. Since 2013, the Foundation has awarded the organization $38,743 in Community Grants to fund a program manager position for the Gaining Control program.

individuals better manage and budget their income as well as build an emergency savings account, which the program matches dollarfor-dollar, up to $500. Students also learn how to pay off and avoid costly debt. Sunnyside’s focus on self-sufficiency is paying off: of the 137 graduates to date, only four have returned for additional crisis assistance, and 80 percent started an emergency savings account while enrolled in the class. This year the volunteer-driven ministry also offered its first class in Spanish, taught by Angelica Regalado, a native of Peru and recent graduate of Wake Forest University’s School of Divinity. “We consider the Foundation’s grant to be a good financial investment, but we think it’s also a great investment in human capital,” said program creator and coordinator Charles Forrest. “I follow up with students after a year, and over 90 percent who graduate continue to budget monthly and almost everyone who started an emergency savings account has

maintained it,” Forrest says. “These are lives changed. And they don’t do it because we are looking over their shoulder. They do it because it is a better way of living.” Timothy Carter, a recent graduate of the program, can attest to that. He served in the U.S. Army and Navy as a young man, then enjoyed a second career at American Express. But at age 55, after raising four children, he found himself on disability and unable to make ends meet on his fixed income. “I used to earn $80,000 a year. Had I taken this class 30 years ago, I would have managed that much better,” says Carter, who is now studying at N.C. A&T State University for a third career in behavioral healthcare. “This class was lifesaving for me. Now I can use the truth I know to change my circumstances and to have a more prosperous future and a good retirement,” he adds. “I can’t say that I won’t run into a crisis again, but if I do, I’ll be better prepared to handle it myself.” The Heart of Community

[ 27 ]


MICHELLE & ALEX SCHENKER

Making Giving More Meaningful

When online publishing entrepreneurs Alex and Michelle Schenker sold one of their company’s websites in 2015, the couple decided to use proceeds from the sale to be more strategic in their charitable giving. The owners of Cover Story Media, Inc. set up two donor-advised funds with the Foundation, through which they give recurring gifts to a variety of nonprofit organizations dear to their hearts. Not only was the decision tax-advantageous, it also simplified their philanthropic planning. “We were doing a lot of charitable giving, but it wasn’t consolidated or very thoughtful,” recalls Michelle, a Winston-Salem native. “Our financial advisor recommended that we think more long term about what really mattered to us and how we could make more of an impact here in our community.” “It’s one thing to write a check and it’s out the door,” Alex adds. “But when you see positive things happening in your own community, it’s inspiring. That is the reward.” One of the Schenkers’ favorite local nonprofits is Project Pearl, which helped them adopt their beloved [ 28 ]

The Winston-Salem Foundation annual report

The Schenkers established both endowed and non-endowed donoradvised funds in 2015 and are members of the Legacy Society.

dogs, Bella and Lily. Project Pearl supports Forsyth County Animal Control’s foster program through photography, medical fostering, and education. Alex is also partial to National Public Radio, which he began listening to as a child after his family moved from Switzerland to California. “It is nice to listen to WFDD in the morning and hear your favorite story and know that you contributed to the budget that supported it,” he explains. The couple met in 2002 in Los Angeles, where Alex worked as a web developer and Michelle worked in marketing for Mattel. But a job offer from Sara Lee lured Michelle back to North Carolina two years later, while Alex followed his dream of returning to his native country. Michelle threw herself into life in Winston-Salem, buying a house, adopting a dog, and meeting new friends. As for Alex, he missed Michelle and followed a few months later. “I realized Switzerland was just a place, and she was more important,” he says. The two now work together running Cover Story Media, which Alex founded in 2005. “Winston-Salem was a pleasant surprise,” Alex says.


“Now we sit down about once a quarter and make a charitable plan. We are being more thoughtful about our giving.” –MICHELLE SCHENKER

“People walk down the street waving at you and it just started to grow on me. Our circle of friends blossomed.” The Schenkers, who married in 2008, are among the Foundation’s youngest fundholders. The couple’s desire to give now, while they can see the fruits of their philanthropy, drove their decision to engage with the Foundation. “We earn enough that we feel like we are taken care of. We also don’t have kids, so we have more disposable income than some people,” Michelle explains. “It was something I felt like we could and should do.” The Foundation has become a trusted resource when they need advice on where their dollars can make the greatest impact. “It’s not just about the legacy we’re leaving as a couple,” Michelle says, “but that we’re a small part of the Foundation’s legacy, which has impacted our community and our state for nearly 100 years. It makes it that much more special to be a part of.”

The Heart of Community

[ 29 ]


Kendra Hoyle

“We have a lot of regular customers who say, ‘I would not miss this for anything.’ It’s rewarding to help teachers help their students.” –KENDRA HOYLE

First-grade teacher Peggy Desautels shops for supplies.

[ 30 ]

The Winston-Salem Foundation annual report


EDUCATOR WAREHOUSE

Supporting Success in Every Classroom In a nondescript building behind Diggsof the supplies provided to each teacher is Latham Elementary School, a treasure trove $600 a year. awaits local teachers looking to be creative in The warehouse opened in 2011 and at the the classroom on a shoestring budget. So do time was staffed solely by volunteers. It quickly thousands of everyday school supplies that became a hit with its target audience—serving many students need, but cannot afford to buy 200 teachers in its first year to 1,600 teachers for themselves. in the 2016–2017 school year. The Educator Warehouse tops the list of Community Grants from the Foundation Peggy Desautels’ favorite places to shop. enabled the hiring of warehouse manager “I think I’ve only missed one time since Kendra Hoyle, who oversees day-to-day they opened and that was because I was sick,” operations, including coordinating volunteers, says Desautels, a veteran first-grade teacher processing inventory, and managing the at Mineral Springs Elementary School. “Other hundreds of donations received each week. than that, I am there every time. It’s a wonderful Now that her hours have expanded to fullthing to have that kind of support.” time, Kendra will soon be managing an online A collaboration of Forsyth Educator store to make shopping even more accessible Partnership, Winston-Salem/Forsyth County to teachers. Council of PTAs and the school system, the “Our volunteers are indispensable, that’s all Educator Warehouse stocks roomfuls of new I can say,” Hoyle says. “It helps make my job and gently used items donated by businesses, a lot easier when you have people behind you organizations, and individuals. that go the extra mile.” Teachers can “shop” four times during Hoyle quickly became an asset herself, the school year for a designated amount of rearranging and sprucing up the warehouse free supplies, ranging from standard pencils, space to make the shopping experience spiral notebooks, calculators, and glue sticks as pleasant as possible for her customers. to specialty items such as holiday decorations, “Teachers have one of the few jobs where games, and craft supplies. The estimated value we ask them to contribute out of their own

Between 2013 and 2016, Forsyth Educator Partnership received three Community Grants totaling $68,880 to support the part-time warehouse manager position at the Educator Warehouse. The Foundation provided a 2017 Community Grant for $13,000 to expand the position to full-time.

pockets. So if we can help just a little bit, it’s a great thing,” she says. “We try to do as much as we can with what we have to give them what they need. We have a lot of regular customers who say, ‘I would not miss this for anything.’ ” Peggy Desautels is one of Hoyle’s most creative customers. On one shopping trip she scored a bunch of feather boas, which came in handy when her students dressed up as the characters in “Where the Wild Things Are.” Another time she discovered beads donated by a crafts store, which the kids used along with pipe cleaners for counting during a math lesson. A must-have for every child in her class is a one-inch notebook. “Each child gets one of those as a science journal,” she says. “They feel like big kids when they have their own science journal, and they are so proud that they get to take that notebook home at the end of the year.” And whenever Desautels happens upon those once-popular Beanie Babies, she just can’t resist. Her kids enjoy writing stories about the stuffed animals, reading to them, and ultimately taking them home to stay. These are just a few of the many ways the Educator Warehouse is helping our teachers make magic happen in the classroom. The Heart of Community

[ 31 ]


GRANTS

[ 32 ]

Types of Grants

34

Grantmaking Partners

35

Community Grants 2016

36

The Winston-Salem Foundation annual report


Foundation grants provide significant support for two main constituencies: nonprofit organizations as they make our community a healthier place to call home, and local students as they pursue higher education. In 2016, we made more than

$38 million

in total charitable grants.

84%

of those stayed in North Carolina

60%

of those stayed in Forsyth County

Of total charitable grants, we awarded more than

$2.8 million

through our Community Grants program. We provided

544 scholarships totaling more than

$900,000

in the 2016–17 school year.

Grants

[ 33 ]


Scene from the annual Bookmarks Festival

Types of Grants Donor-Advised Grants are

Designated Grants provide long-term

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

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

Community Grants support nonprofit

organizations that are making a positive long-term impact on our local community. Funding for these important grants comes from Unrestricted and Field of Interest endowment funds that have been established by donors. For more information, visit the Grant Seekers tab at wsfoundation.org.

Scholarships assist students in paying

for their post-secondary education. For more information, visit the Students tab at wsfoundation.org. Agency Endowment Grants provide

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

Donor-Advised (Non-Endowed Funds) (52%) Agency Endowment (2%) Scholarships (2%)

2016

Community Grants (7%)

Foundation Grants by Grant Type ($) Designated (10%)

Donor-Advised (Endowed Funds) (27%)

[ 34 ]

The Winston-Salem Foundation annual report


Meet a Grantmaking Partner When Tim Prout and his wife Nan were looking to relocate in 1982, they were drawn to Winston-Salem by the strong presence of its arts and cultural institutions—including UNC School of the Arts, as Nan was interested in costume design. “For a community of its size, we thought Winston-Salem had a lot going for it,” Tim recalled. Since then, Tim has been dedicated to giving back to the organizations that enrich the city he calls home. He does so by making grants to nonprofits directly from his donoradvised fund at the Foundation, and also by participating as a Grantmaking Partner. In 2017, Tim partnered with the Foundation on a grant to Bookmarks, Winston-Salem’s literary arts organization, to fund a staff position for their new independent bookstore. He has also partnered on a grant to 88.5 WFDD to support their educational programs for middle and high school students. “When organizations receive Foundation funding, you know the projects have been thoroughly researched,” Tim notes. “I also like to check out the online Grantmaking Partners opportunities to learn more about the nonprofits I care about and support them in a new way.” Tim Prout supported a 2017 Community Grant to Bookmarks to help fund a staff position to manage its new independent bookstore and event space.

Grantmaking Partners The Foundation’s staff is out in the community every day, working to strengthen local organizations and convene groups around important issues. Through Grantmaking Partners, donoradvised fundholders can support this work by partnering on specific Community Grant and Community Leadership opportunities by making grants from their own funds. In 2016, 23 donor-advised fundholders contributed a total of $273,350 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 $6,833,750 endowment! We are most thankful for our Grantmaking Partners listed here.

GRANTMAKING PARTNERS (1/1/2016 – 6/30/2017)

Laura and Jeff Allen Gayle Anderson Edward Beason Paul and Fran Breitbach Mike and Wendy Brenner Mary Eagan Mike and Meredith Fisher Bob and Lisa Gfeller Kirk and Pug Glenn Charlie Hemrick and Norma Charles-Sink Frank and Dell James JT and Kelly Kappes Debbie and Jeff Long Debbie Marshall Rick and Lois Moss David and Kathy Murray Walt and Martha Ann Murray Katherine Otterbourg Steve and Frances Porter Tim Prout Anna Reilly and Matthew Cullinan Dale Seibert Peggy Taylor

Grants

[ 35 ]


Community Grants 2016 In 2016, the Foundation supported nonprofit programs with more than $2.8 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 our Grantmaking Partners.

Human Services (23%)

Recreation (2%) Environment (4%) Health (7%)

2016

Public Interest (18%)

Education (18%)

Community Grants by Program Area ($)

Arts & Culture (12%)

Community & Economic Development (16%)


ANIMAL WELFARE Sergei Foundation

$10,500

for a part-time program manager

$42,000

for technology upgrades

ARTS & CULTURE Arts Council of Winston-Salem and Forsyth County Associated Artists of Winston-Salem

$7,000

for a membership and gallery coordinator for a third year

Authoring Action

$17,850

to support a part-time marketing director/administrative support position for a second year

Ava Gardner Museum

$7,000

for building repairs

Bookmarks Helen Simoneau Danse Körner’s Folly Foundation Olio

$25,872 $3,150 $26,250 $1,000

for an education and program specialist to support the administrative assistant and public relations agent and to expand the residency for a third year for a site manager for a second year

– SCOTT WIERMAN, PRESIDENT

for a temporary bookkeeper position

Reynolda House Museum of American Art

$36,750

for a fellow for rebranding and special event initiatives

RiverRun International Film Festival

$10,500

to engage a professional consultant to assist in the search for a new executive director

RiverRun International Film Festival

$21,000

for a development coordinator for a second year

Sawtooth School for Visual Art

$16,800

for a development assistant for a third year

SECCA Foundation

$34,650

for a volunteer coordinator/museum preparator

Twin City Stage

$24,150

for an operational and programmatic evaluation process

UNC School of the Arts Foundation

$10,500

to create an associate director position for the preparatory dance program

Winston-Salem Delta Fine Arts

$1,000

Winston-Salem Delta Fine Arts

$20,000

for a full-time executive director

Winston-Salem Symphony

$26,250

for a resource coordinator position for a second year of support

TOTAL

“We greatly appreciate our donors who support unrestricted grantmaking as well as local nonprofits that are providing vital programming and services to the community.”

to host a finale event for a Haitian art exhibit

$331,722

Grants

[ 37 ]


Community Grants, continued

COMMUNITY & ECONOMIC DEVELOPMENT Center for Creative Economy Center for Design Innovation Community Innovation Lab

$35,175

for a full-time project assistant and marketing consultant

$35,910

for organizational and development planning

$100,000

for phase II of the Winston-Salem Community Innovation Lab

Forsyth Community Food Consortium

$35,700

to support the Forsyth Community Food Consortium for a third year

Goler Community Development Corporation

$55,000

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

Habitat for Humanity of Forsyth County

$31,785

for a marketing and volunteer engagement manager

Neighbors for Better Neighborhoods

$10,000

to provide funds for neighborhood projects and programs

Neighbors for Better Neighborhoods

$80,000

to support the development of community assets in neighborhoods

Simon Green Atkins Community Development Corporation

$65,000

for staff to manage the expansion of the business incubator facility for a second year

$10,000

to support the Assets for Independence Demonstration Program

United Way of Forsyth County TOTAL

$458,570

EDUCATION Big Brothers Big Sisters Services

$45,000

for a full-time marketing, communications, and outreach coordinator

Center for Smart Financial Choices

$10,200

for a part-time youth program educator for a second year

Crosby Scholars Community Partnership

$42,000

Dream School Forsyth Education Partnership Forsyth Technical Community College Foundation

$18,900 $100,000

for a full-time advisor coordinator position for a podcast summer camp offered to Carter G. Woodson students for a part-time educator warehouse manager for a third year for the capital campaign

Junior Achievement of the Triad

$16,800

for a programs manager for a second year

Kaleideum Downtown

$75,000

for expenses related to the merger of SciWorks and the Children’s Museum of Winston-Salem

Kaleideum Downtown

$33,600

for a full-time maker manager position

Kaleideum Downtown

$37,800

ReadWS

$8,400

for a part-time IT systems specialist and software to expand the assistant director’s hours for a second year

The Centers for Exceptional Children

$25,200

to create an outdoor play and learning environment for infants and toddlers

The Forsyth Promise

$50,000

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

Winston-Salem Street School

$26,250

for a full-time guidance counselor

Winston-Salem/Forsyth County Schools

$15,225

for parent and community engagement events at Cook Literacy Model School

TOTAL

[ 38 ]

$500

The Winston-Salem Foundation annual report

$504,875


Community Grants, continued

ENVIRONMENT Gateway Environmental Initiative

$24,400

for the Gateway Nature Preserve to develop a master plan

NC Cooperative Extension Service, Forsyth County

$1,000

for the urban farm school

NC Cooperative Extension Service, Forsyth County

$5,250

to continue funding the restoration of the Arboretum at Tanglewood

NC Cooperative Extension Service, Forsyth County

$4,200

to build social capital by expanding community gardens in Forsyth County

Piedmont Environmental Alliance

$14,000

for a program manager for a second year

Piedmont Land Conservancy

$30,000

for a full-time land protection specialist

Winston-Salem/Forsyth County Schools

$20,000

for pre-development activities for a reforestation project

Yadkin Riverkeeper TOTAL

$17,500

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

$116,350

HEALTH CareNet Counseling Centers

$31,269

for a clinician to work with older adults

Childress Institute for Pediatric Trauma

$13,440

to host a continuing education course for youth sports first responders

FaithHealth Innovations

$15,750

to assist with the Community Health Asset Mapping Partnership

Heartstrings, Inc.

$31,083

to diversify the pregnancy and infant loss program and to expand the executive director position

Hospice Foundation

$31,500

for a marketing and rebranding initiative

NC Harm Reduction Coalition

$7,000

for an outreach worker and a health educator for the overdose prevention program for the third year

Novant Health Foundation - Forsyth

$31,500

for two peer support specialists for a second year

Planned Parenthood South Atlantic

$26,250

for a community health educator

Special Olympics NC

$4,200

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

Wake Forest University Health Sciences

$21,036

for a bilingual Hispanic Clinical Trial Navigator at the Comprehensive Cancer Center for a second year

TOTAL

$213,028

Grants

[ 39 ]


Community Grants, continued

HUMAN SERVICES Bethesda Center for the Homeless

$31,237

for a case manager for a second year

Carolina Center for Cognitive Rehabilitation

$12,750

for a part-time clinical rehabilitation professional for a second year

Children’s Hope Alliance

$15,750

for electronic health record software

Crisis Control Ministry

$19,950

to support the Poverty Simulation Initiative

$5,145

for technology upgrades and board training

El Buen Pastor Latino Community Services Experiment in Self Reliance

$12,448

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

Family Services

$27,300

for the Family Violence Prevention Initiative

Family Services Family Success Collaborative

to provide direct assistance to victims of violent crime for two family advocates in the Boston-Thurmond neighborhood

Forsyth County

$36,363

for the Stepping Up Process to End Recidivism project

Goodwill Industries of Northwest NC

$48,300

for an advisor to individuals participating in the Youth in Transition Initiative

Goodwill Industries of Northwest NC

$35,000

for a workforce development director at The SECU Commons for a second year

Imprints Cares

$31,500

for a part-time evaluator position

Lutheran Services Carolinas

$42,000

for a lead clinical specialist for a new therapeutic foster care program

Next Step Ministries

$15,000

for emergency assistance to cover half the salary of the case manager position

Riverwood Therapeutic Riding Center

$15,750

for a development director for a third year

Salemtowne - The Moravian Retirement Community

$60,000

for a short-term rehabilitation facility

Senior Services

$42,000

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

Sunnyside Ministry of the Moravian Church

$10,500

for a program manager for a third year

United Way of Forsyth County

$20,000

to fund the Ten-Year Plan to End Chronic Homelessness

Vigils for Healing

$3,000

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

Winston-Salem Industries for the Blind

$1,000

for a music education program

Winston-Salem Industries for the Blind

$30,000

for a strategic planning consultant

Work Family Resource Center

$31,500

for a part-time development director

World Relief High Point

$12,600

to support the Anti-Human Trafficking program manager position for a second year

TOTAL

[ 40 ]

$1,000 $100,800

The Winston-Salem Foundation annual report

$660,893


Community Grants, continued

PUBLIC INTEREST Common Cause North Carolina ECHO Award

$15,750 $5,000

for a nonpartisan voter guide 2016 ECHO Award Recipients

Financial Pathways of the Piedmont

$23,000

for a program coordinator for the Asset Building Coalition for a second year

Forsyth County Nonprofit Communications Initiative

$75,000

to assist 14 organizations to increase their communications capacity

Forsyth County Public Library

$52,500

to create a reading garden at the new Central Library

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

$70,000

to support capacity building for nonprofits and increase volunteerism

HandsOn Northwest NC Hispanic League

$2,500 $48,055

to host two Raiser’s Edge consulting/training sessions for a full-time development director

Leadership Winston-Salem

$19,600

for a part-time program coordinator and a part-time alumni coordinator for a second year

NC Network of Grantmakers

$27,200

for Forsyth County nonprofit organizations to participate in a communications collaborative

Non-Profit Internship Program Old Salem Museums and Gardens Rufus Dalton Awards WinstonNet

$5,839 $36,750 $1,207

to support a statewide collaborative summer internship program to help promote diversity in the nonprofit sector to engage a consultant to assist in the search for a new president and CEO to present the Rufus Dalton Award to an officer who was injured in the line of duty

$21,000

to expand the executive director’s part-time hours for a third year

Winston-Salem Foundation Award

$10,000

2016 WSF Award Recipient—Sylvia Oberle

YWCA of Winston-Salem/Forsyth County

$30,000

for a vice president of advancement

TOTAL

$518,401

RECREATION Dreamland Park Neighborhood Association Girl Scouts Carolinas Peaks to Piedmont Lights Out Track and Field Club Old Hickory Council, Boy Scouts of America

$1,000 $36,750 $500 $21,000

for costs associated with revitalizing the 14th Street Recreation Center and playground for an outreach program manager for a second year to assist with registration fees for youth to participate for a full-time marketing director for a second year

R.I.S.E. 4 Girls

$300

Winston-Salem Roadrunners Track Club

$500

to pay registration fees for youth who cannot afford to participate

Winston-Salem Tennis

$625

to cover the entry cost of 25 children in the Lucky Duck Abilities Tennis Tourney and skills clinic

Winston-Salem/Forsyth County Schools TOTAL

TOTAL AMOUNT AWARDED IN 2016

$1,000

to host workshops to empower school age girls

for the Speas Global Elementary School soccer club

$61,675

$2,876,014

Grants

[ 41 ]


FUNDS & DONORS

[ 42 ]

Unrestricted and Field of Interest Funds for Community Grants

44

Endowed Donor-Advised Funds

50

Designated and Agency Endowment Funds

53

Student Aid Funds The Winston-Salem Foundation Scholarship and Education Grant

The Winston-Salem Foundation annual report

Non-Endowed Donor-Advised Funds

60

Temporary Funds

64

Charitable Trusts

65

Book of Memory

66

57

The Legacy Society

67

59

Donors to Flexible Funds

70


The Foundation administers more than 1,300 charitable funds for a wide variety of philanthropic purposes.

Types of Funds ENDOWED FUNDS

NON-ENDOWED FUNDS

Unrestricted Funds for Community Grants support

Designated Funds are established by donors

Non-Endowed Donor-Advised Funds, which are

a wide variety of changing funding opportunities over time through Community Grants.

who wish to provide annual support to specific charities in perpetuity.

essentially charitable checking accounts, offer donors a simple and efficient vehicle for annual charitable giving.

Field of Interest Funds for Community Grants

Agency Endowment Funds are established by

allow donors to support grants within a specific area of interest, such as arts and culture, the environment, or human services.

charitable organizations to enhance their work and support their long-term sustainability.

Endowed Donor-Advised Funds enable up to

scholarships to pursue their post-secondary academic goals.

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

Student Aid Funds provide students with

Real Estate Funds are properties designated

for a charitable use and titled in the Foundation’s name.

Temporary Funds are held for a limited time

for emerging organizations and individual memorial funds. CHARITABLE TRUSTS

Charitable Lead Trusts enable donors to make

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

Other Assets (1%) Donor-Advised Funds (Endowed) (39%)

Real Estate Funds (1%) Agency Endowment Funds (4%)

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

Student Aid Funds (5%)

2016

Foundation Assets by Fund Type ($)

HOW TO ESTABLISH A FUND Donor-Advised Funds (Non-Endowed) (6%)* Charitable Lead Trusts and Charitable Remainder Trusts (9%)

Designated Funds (21%)

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

Unrestricted and Field of Interest Funds for Community Grants (14%) * includes Temporary Funds

Funds & Donors

[ 43 ]


Endowed Funds

Unrestricted and Field of Interest Funds for Community Grants

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

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

NEW FUNDS  (7/1/2016 – 6/30/2017)

PURPOSE

James A. and Elizabeth K. Fyock Fund

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

Doris Joyce Kohfeldt Educator Fund

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

Debra Lynn Westrick & Pamela Carol Westrick Educational Fund

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

FUND

YEAR

PURPOSE

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

Clifton E. and Ruth Brewer Beck Memorial Fund

2010

Established through the estates of Clifton and Ruth Beck

[ 44 ]

The Winston-Salem Foundation annual report


Unrestricted and Field of Interest Funds, continued

FUND

YEAR

PURPOSE

George and Edna Blanton Fund

2010

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

Blount Fund

2010

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

Lila Church Bradford Memorial Fund

1999

Established as an unrestricted fund

John W. Burress Community Fund

2007

Established as an unrestricted fund

Albert L. Butler, Jr. Fund

1997

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

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

2000

Established by the estate as an unrestricted fund

Camp Robert Vaughn Fund

1990

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

Carolina Steel Endowment Fund

1988

Established as an unrestricted fund to support worthy public purposes

Henry M. Carter, Jr. Fund

1997

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

A. F. Clement Trust for Youth

1970

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

D. Elwood Clinard Charitable Trust

1974

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

Community Arts Fund

1985

Established to support programs of arts organizations

Community Grantmaking Fund

1919

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

Franklin Cromer Cordell Fund

1994

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

Rufus W. Dalton Trust 1983

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

Eugene and Iola Daniels Memorial Trust Fund 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

Elizabeth T. Edmondson Fund

2015

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

Eisenberg Family Fund for Arts and Culture

2007

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

Robert A. and Constance C. Emken Education Fund

2000

Established to support educational programs

Fenwick-Rice Fund 2004

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

Victor I. Flow, Jr. Family Fund

2000

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

Harriet Taylor Flynt Fund

1998

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

Jessica T. Fogle Fund

1964

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

Claire Lockhart Follin-Mace Fund

1991

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

Funds & Donors

[ 45 ]


Unrestricted and Field of Interest Funds, continued

FUND

YEAR

PURPOSE

Louise Futrell Fund

1991

Established by bequest as an unrestricted fund

Gaddy Educator Fund

2010

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

Chrissy Gallaher Victim’s Assistance Fund

1992

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

Ava Gardner Fund

2005

Established by the Ava Gardner Trust for community grantmaking

Linda and John Garrou Charitable Fund

2016

Established by John and Linda Garrou for community grantmaking

Edna B. Parkin Georges Animal Fund

1996

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

Edna B. Parkin Georges Youth Fund

1996

Established by bequest to benefit disadvantaged youth

Vera Goldberg Memorial Fund

1998

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

Joseph G. Gordon Fund

1997

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

Vergil and Vicki Gough Fund

2008

Established as an unrestricted fund

Howard Gray Endowment

1987

Established as an unrestricted fund

James A. Gray Family Fund

1989

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

J. Beeson Grubbs Fund

2013

Established with the remainder of a charitable trust

William N. Hailey Fund

2004

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

Bill and Helene Halverson Fund

2006

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

Barbara Lasater Hanes Trust

1988

Established as an unrestricted fund

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

1998

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

James R. Hankins Fund

1967

Established by bequest as an unrestricted fund

Carl W. and Annie M. Harris Endowment

1970

Established by bequest as an unrestricted fund

Samuel A. and Roslyn S. Harris Fund

1980

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

Eugene R. Heise Charitable Fund

2013

Established as a field of interest fund to support human services

Vicki Van Liere Helms Art Fund 2004

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

Bob and Ruth Herring Fund

2003

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

Margaret and Harrell Hill Fund

2007

Established as an unrestricted fund

William D. and Jane F. Hobbs Fund

2008

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

William and Allan Hollan Charitable Fund

2004

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

Raymond B. Hooker, Jr. Fund - Unrestricted

2000

Established by an estate gift as an unrestricted fund

Mae W. Hubbard Trust 1987

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

B.F. Huntley and Josephine Huntley Trust 1997

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

Allan M. Hutcherson Fund 1944

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

Allie and Frances Hutchison Fund for the Community

Established by Allie and Frances Hutchison as an unrestricted fund

[ 46 ]

2013

The Winston-Salem Foundation annual report


Unrestricted and Field of Interest Funds, continued

FUND

YEAR

PURPOSE

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

Lassiter Animal Welfare Fund

2003

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

Lipscomb Fund

2004

Established in honor of Guy and Margaret Lipscomb by their granddaughter

Frank E. Llewellyn T.B. Fund 1970

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

John C. Long, M.D. Fund

1994

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

Elizabeth Lovett Education Endowment

1996

Established as a fund to support education

Thomas Jack Lynch Memorial Fund

1996

Established by an estate gift as an unrestricted fund

Harvey Seward Martin Fund

1996

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

Masich Fund

2004

Established by Jane and Tony Masich as an unrestricted fund

Drane V. McCall Fund for Winston-Salem Beautiful

2008

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

John Alexander McClung, DDS, FACD Trust 1994

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

Isabel McRae Fund

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

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

1976

Jeannette Norfleet Fund 1982

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

Dr. Calvin and Ruth H. Ogburn Trust

1978

Established to provide support for general charitable purposes

Margaret W. Parker Fund

1997

Established as an unrestricted fund

Otis B. and Genevieve Parrish Fund

1987

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

Mary A. Payne Charitable Fund for Human Services

2009

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

Thomas R. and Georgia L. Pepper Family Fund

1997

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

Kerr and Naomi Pinnix Discretionary Fund

2006

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

Pfafftown Jaycees Community Fund

2005

Established by the Pfafftown Jaycees

Pleasants Hardware Company Trust

1987

Established for general charitable purposes

Funds & Donors

[ 47 ]


Unrestricted and Field of Interest Funds, continued

FUND

YEAR

PURPOSE

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

Samuel and Elizabeth Rose Fund

1998

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

Sarah Shore Ruffin Fund

2004

Established by beneficiary designation of the Sarah S. Ruffin IRA

Kenard Eugene Sales Memorial Fund

2001

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

Richard K. Scott Memorial Fund

2011

Established by clients of Mr. Scott as an unrestricted fund

Louis and Jane Shaffner Fund

2007

Established as an unrestricted fund

Adrian R. and Robert D. Shore Fund

2015

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

Emma Jane Skinner Fund

2001

Established by Frank B. Hanes to support human services organizations

Ann Lewallen Spencer Fund for Education

2016

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

Peggy and Ralph Stockton Fund

1995

Established as an unrestricted fund

Ralph and Frances Stockton Trust

1993

Established as an unrestricted fund

Colin and Mary Louise Stokes Fund

1991

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

Lillian S. Stultz Fund

1982

Established by bequest for general charitable purposes of the Foundation

Sturmer Samaritan Fund 1997

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

Edward and Mary Alice Tarulli Fund 2006

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

Robert Edwin Taylor and Margaret Long Taylor Memorial Fund

2005

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

Frances and Jesse Temple Fund

2013

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

M. Louise Thomas Fund

2013

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

J.C. Tise Fund 1927

[ 48 ]

The Winston-Salem Foundation annual report

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


Unrestricted and Field of Interest Funds, continued

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

Maytrice Walton Fund

2010

Established to support elementary school teacher grants

Hayes and Amy Wauford Fund

2007

Established as an unrestricted fund

Art and Dannie Weber Education Fund

2007

Established as a field of interest fund for education

A. Tab Williams, Jr. Crime Prevention Fund

1996

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

A. Tab Williams, Jr. Public Education Fund

1996

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

Anne Hanes Willis Fund 1997

Established by Frank B. Hanes in memory of his sister to assist with 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

Blanche Raper Zimmerman Fund 1986

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

Funds & Donors

[ 49 ]


Endowed Funds

Donor-Advised Funds NEW FUNDS

(7/1/2016 – 6/30/2017)

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

Paul and Judy Moore Briggs Family Fund

2000

Creative Corridors Coalition Fund

Anonymous (2)

Royall and Alice Brown Advised Trust

1993

Credence Fund

Hatchell Fund for the Community

Royall R. Brown, Jr. Advised Trust

1992

Bill and Betty Gray Davis Fund

2016 1997 2000

Logan Fund for Arts and Culture

Christopher David Budd Fund

1996

John and Terrie Davis Family Fund

1999

Morris and Denise Moore Charitable Trust Fund

Joseph R. Budd Family Trust

1997

Deem/Turner Charitable Endowed Fund

2012

Jim and Janet Thompson Family Gift Fund

Nathan, Jordan, and Nicholas Budd Fund

1998

DeForest Family Fund

2003

Richard P. and Sylvia S. Budd Fund

1983

Driscoll Family Fund

1997

Burr Family Trust

2006

Nancy W. Dunn Trust for Spiritual Development

John W. Burress Advised Fund

2008

EHI Fund

FUND

YEAR

Anonymous (8)

1995 2004

William T. and Sylvia F. Alderson Fund

1997

Cardwell-Archer Charitable Fund

2001

Elkin Community Trust

1993

Susan and Jerry Arnold Trust

2011

Douglas and Marilyn Cardwell Fund

2010

C.B. Eller Education Fund

1987

Philip S. Auchincloss Fund

2000

Mary J. and Kenneth P. Carlson Advised Fund

2000

Grace H. Emken Fund

1993

Robert G. Auchincloss Fund

2000

Carr Family Advised Fund

2006

Robert A. and Constance C. Emken Fund

2014

Sam N. Carter and Pauline H. Carter Fund

2000

Dan and Margaret Austell Fund

2015

Ann and John Faris Community Fund

2008

Cawood Courage Fund

1993

Finley-Anderson Fund

1994

2004

Lee Chadwell Fund

2002

Firetree Fund

2008

2010

Chuck and Bobbie Chambers Advised Trust

1992

Robert and Carol Ford Charitable Trust

1996

Bert and Joy Bennett Family Fund

2012

Chapman Family Fund

2010

For Katie’s Sake Endowment

2012

Black Philanthropy Initiative Endowment

2013

Lucy Hanes Chatham Fund

1949

Andrea and Brian Fox Fund

2013

1997

Marshall B Bass Children’s Fund Endowment

2004

Bartlett and Wyatt Bassett Fund Andrew Beattie Endowment

Ted and Charlotte Blount Fund

Lucy Hanes Chatham Library Fund

1951

Fries-Willingham Fund

2011

Karla Bolen Memorial Fund

2003

Richard T. Chatham Fund

1972

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

1996

Elizabeth E. and Henry M. Booke Trust

1994

Thomas Lenoir and Anna Hanes Chatham Fund

1998

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

1998

Sam and Anne Booke Family Trust

1989

Gerald L. Chrisco and Allison D. Chrisco Charitable Fund

2013

James E. Gay III Family Fund

2015

Julian R. and Mary P. Bossong Fund

1998

Robert Clark Family Fund

1997

Skip and Beth Boswell Trust

2007

Phillip M. Clifton, MD Memorial Fund for Children

Nick and Nancy Bragg Arts Fund

2013

Braswell Family Charitable Fund

1995

Genesis Fund

2007

2003

Glade Valley School Fund

1988

Brenda Kulynych Cline Fund

1998

Annie Bennett Glenn Fund

2010

Clover Street Fund

2003

Madlon and Kirk Glenn Family Fund

2010

Felice and Richard Brenner Fund

2014

Ron and Jeff Coppage Cancer Fund

1999

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

Mike and Wendy Brenner Trust

2002

A. Robert Cordell Family Trust

1998

Alice Jane Goodson Fund

2011

Ann and Herbert Brenner Charitable Fund

2015

Joan R. and David L. Cotterill Advised Trust

1994

William A. and Georgia H. Goodson Fund

1968

[ 50 ]

The Winston-Salem Foundation annual report


Endowed Donor-Advised Funds, continued

FUND

YEAR

McGuirt Family Fund

1996

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

1999

1996

McHugh Family Fund

2012

Steve and Carolyn Phelps Fund

2011

Bernard & Anne Howell Gray Advised Fund for the Community 1998

J. Frank and Laura Turnage McNair Charitable Trust

1996

Piedmont Federal Fund

1993

Green Angel Fund

William and Kim Means Charitable Fund

1996

Ruth M. and Clifton E. Pleasants Trust

1990

Louis and Marcia Gottlieb Family Fund

1997

J.T. Greene, Jr. Charitable Trust

1995

Medlin Charitable Fund

1994

Ruth M. Pleasants Family Fund

2015

George and Hoyte Hall Family Advised Fund

2014

John and Kelly Merritt Family Charitable Trust

2007

Ashburn Wright Wall Pollock Charitable Trust

1994

Hanes Family Downtown Fund

2003

Molly Millis Young Fund

2010

Frances and Steve Porter Family Fund

2010

R. Philip and Charlotte M. Hanes Community Trust

1988

James and Deborah Millis, Jr. Fund

2009

Billy D. and Deborah Prim Donor Advised Fund

2004

Harrison Family Fund

2001

James H. Millis, Jr. Family Advised Fund

2012

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

2007

Sam and Kathryn Hauser Fund

2005

William B. Millis Family Advised Fund

2015

David and Deborah Rice Fund

1995

Thomasine Herring Hayes Fund

2009

Dr. John H. and Elizabeth B. Monroe Fund

2002

Roaring Gap Community Fund Endowment

2010

Steve and Ann Hendrix Fund

2001

Elsie L. Morris Fund

1999

Roaring Gap Fund Education Endowment

2011

Emily Millis Hiatt Fund

2010

Morgan Family Charitable Trust

2010

T. Wayne Robertson Memorial Fund

Dorothy R. Hilton and J. Glenn Hilton Family Fund

2012

Gene and Margaret Motsinger Family Fund

2006

Roslyn Trust

2000

Judith Hoots Family Fund

2005

Neal Family Fund

2001

Rubin Family Fund

2000

Leonard Howard and Wilma G. Howard Fund

2014

Lucian and Robie Neal Fund

2002

Tom and Kathy Rucker Charitable Trust

2000

David A. and Roberta W. Irvin Fund

2000

Janeway Family Fund

1996

W.T. and Mary Cobb Jenkins Family Fund

2005

Florinda C. Johnson Charitable Fund

2005

1998

Stephen L. Neal Advised Fund

1997

Guy and Liz Rudisill Fund

1993

T. David Neill Family Fund

1998

Benjamin and Avon Ruffin Family Fund

2007

Henry McVeigh Noel II Advised Fund

2013

Jack and Betty Runnion Fund

1996

O’Brien Family Fund

2005

Britton Rudolph Noel Sams Advised Fund

2013

Garland Johnson Fund for the Benefit of Elkin Public Library

2001

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

2007

Pearl and Ray Sams Family Trust

2000

J. Michael Johnston Memorial Fund

1996

Kevin and Wendy Oliver Advised Fund

2013

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

2005

Jones Family Fund

2006

Orr Family Charitable Trust

1999

Daniel and Linda Sayers Charitable Fund

1996

Leon and Renee Kaplan Fund

1999

Katherine W. Otterbourg Fund

2003

Margaret Scales and Graydon Pleasants Endowment

2007

Stanhope A. and Elizabeth P. Kelly Family Advised Fund

2012

Barbara and C.T. Overby Youth Golf Fund

2006

Michelle and Alex Schenker Fund

Kind Kids Care Advised Fund

2012

Barbara M. Page Fund

2013

Andrew J. and Ellen N. Schindler Advised Fund

Dale King Fund

2004

2015 2004

Marlene and Craven Page Trust

1997

Serendipity Fund

2015

L. Andrew Koman and Leigh E. Koman Fund

1999

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

2016

Marcus and Jacqueline Shelton Family Fund

2015

Thomas J. and Lynne Koontz Charitable Trust

1996

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

2016

SKM Charitable Fund

2004

Lippard Traumatic Brain Injury (TBI) Fund

2011

Harry O. and Margaret W. Parker Family Trust

2006

Katie Sleap Memorial Fund

2005

Jeff and Debbie Long Fund

2012

Nathan E. and Lisa J. Parrish Advised Fund

2007

Zach Smith Fund

2009

Lowy Family Fund

1997

Eugene and Ann Paschold Fund

1996

F. Conard and Jean Snyder Fund

2005

M3 Family Fund

2012

Bob Pate Memorial Fund

1987

Morris and Lillian Sosnik Memorial Fund

1987

Jim and Mary Allen Martin Fund

2012

Pauline Davis Perry Fund

1996

Jonathan Mark Spaugh Memorial Charitable Fund

2010

McGowen Charitable Fund

1996

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

1993

William A. and Eleanor W. Starbuck Advised Fund

2010

Funds & Donors

[ 51 ]


Endowed Donor-Advised Funds, continued

FUND

YEAR

Wall Family Trust

2002

William A. and Eleanor W. Starbuck Charitable Fund

2010

Ward Family Advised Trust

1995

Nealie Belk Stevens Fund

1962

Sharon L. Washington-McBryde Memorial Fund

2005

John Stewart Charitable Fund

2014

Bill and Judy Watson Fund for the Arts

Richard and Wendel Stockton Fund

1997

Edward Kent Welch Memorial Fund

2005

Janice Kulynych Story Fund

1998

A.T. Williams Oil Company Fund

1988

Charles V. Taft Family Charitable Trust

1995

Catherine R. Williams Family Fund

2003

John A. and Marguerite B. Taylor Fund

1986

John W. and Donna H. Willingham Advised Fund

2006

2011

Thompson/Rotary Club of Winston-Salem Educational Fund 1950

Diana Dyer Wilson Endowment Fund

1971

Thornton Family Fund

2001

Jane Butler and J.D. Wilson Family Trust

1983

Tuttle Family Charitable Fund

2005

Paula Wimmer Memorial Fund

2006

Harry and Nancy Underwood Advised Trust

1994

Windfall Fund

Margaret M. Urquhart Advised Fund

2001

Ann King Windham Fund

Robert W. Van Camp Advised Fund

2015

Winston-Salem Dash Baseball Community Trust

Carolyn H. Vaughn Fund

1997

Winston-Salem/Forsyth County Economic Development Fund 1985

[ 52 ]

The Winston-Salem Foundation annual report

2012 2004 1999

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


Endowed Funds

Designated and Agency Endowment Funds

Designated Funds are established by donors who wish to provide annual support to specific charities in perpetuity.

Charitable organizations can establish Agency Endowment Funds to enhance their work and support their own longterm sustainability.

NEW FUNDS  (7/1/2016 - 6/30/2017)

PURPOSE

Nancy S. Spencer Fund

Established by Nancy S. Spencer for HopeWay Foundation

R. Michael and Janet Wells Fund

Established by R. Michael and Janet Wells for Ardmore Baptist Church and the Foundation’s education initiatives

A. Tab Williams, Jr. Fund for Senior Services

Established by the A. Tab Williams, Jr. Charitable Lead Annuity Trust for the Adult Day Care Program and/or Alzheimer’s Center

William Fletcher and Allan C. Hollan Womble Fund

Established by the W. F. Womble Irrevocable Living Unitrust for Centenary UMC

FUND

YEAR

Anonymous (1)

Sarah Austin Family Services Shelter Trust

1991

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

2011

Mary Ruth B. Barrett Fund

2006

Adam Legacy Endowment Fund

2013

Celestine Pate Bass Memorial Hospice Fund

2007

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

2000

Louise and Sam Adams Designated Fund

2005

1997

Camp Civitan Fund

Louise S. and Samuel C. Adams Trust

2013

Marshall B Bass Best Choice Center Endowment Fund

Joyce Adger Endowment for Bethesda Center

2009

Marshall B Bass Fund for Senior Services

2008

Emily Allen Wildflower Preserve Protection and Management Endowment

2001

Marshall B and Celestine P. Bass Endowment

2008

Dorothy M. Carpenter Fund

2008

Bill and Hallie Beckerdite Trust Fund

2010

Carr Family Fund-Designated

2006

1986

William Joyce Camp Dogwood Endowment

1995

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

2015

Celeste Tucker Alspaugh Memorial Trust

1964

Bellin Charitable Fund

2014

Centenary United Methodist Church Sunday School Fund

1927

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

1964

Nathalie L. Bernard Fund

1963

The Centers for Exceptional Children Endowment

2010

Big Brothers/Big Sisters Services, Inc. Endowment

1996

Perry B. Clark Memorial Fund of Leadership Winston-Salem

1987

American Red Cross (Northwest North Carolina Chapter) Endowment Fund

1997

Mary Leight Booe Fund

1989

A.F. Clement Trust-Designated

2011

Daniel and Jo Ann Boucher Industries for the Blind Endowment

2004

Joel and Blanche Clingman Charitable Trust

2009

College Park Baptist Church Endowment Fund

2013

Gertrude and Morris Brenner Fund

1993

Community Care Center for Forsyth County, Inc. Endowment 2007

Ann Brenner Fund for Temple Emanuel

2015

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

2004 1957 2008

Ashburn Trust-Bowery Mission and Young Men’s Home

1970

Betty Lynn Scholarship Endowment

2007

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

Ashburn Trust-World Vision

1970

Richard and Sylvia Budd Endowed Christian Fund

2014

Nottie Riddle Cook Fund

Associated Charities Fund

1928

Buena Vista Median Restoration Endowment

2011

Planned Parenthood Dewitt Cordell Education Endowment

1987

Aunt Pauline’s Pantry Fund

2013

Nick Bunce Friendship Fund

2002

Florence Corpening YWCA Mission Fund

2012

Sarah Austin Child Development Center Trust

1995

Bess Lee Burke Memorial Fund

2003

Athalene Couch Fund

2012

2000 1986

Funds & Donors

[ 53 ]


Designated and Agency Endowment Funds, continued

FUND

YEAR

Habitat for Humanity of Forsyth County Endowment Fund-II 1999

Jane R. Kennedy Endowment Fund

1989

Crimestoppers Endowment Fund

1992

Frank Borden Hanes, Sr. Fund

2014

Louis and Gretchen Klaff Trust-Designated

2010

Crisis Control Ministry, Inc. Endowment Fund

1987

Petro Kulynych/Blue Ridge Parkway Foundation Endowment

2003

1987

Gordon Hanes Memorial Endowment for Crisis Control Ministry

1995

Crosby Endowment Fund

1935

Petro Kulynych Community Fund

2012

Crosby Scholars Endowment Fund

2008

Jacob F. Hanes Fund for The Children’s Home

Selden Cundiff Memorial Trust for AIDS Care Service

2002

Jacob F. Hanes Fund for Superannuated Methodist Ministers 1935

John W. Landingham Fund

2009

Bunny and Bill Davis Highland Scouting Fund

2000

Joan H. Hanes Fund

1983

Peggy Bowen Leight Fund

2001

Elaine Dowdell Designated Fund

2014

Virginia Scully Hart Memorial Fund

2012

Maintenance Trust for Lewisville United Methodist Church

1998

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

2013

Lewis Lee and Suzanne Ellis Hawley Memorial Fund

2008

Little Theatre Endowment Fund

1996

Elkin Public Library Endowment

2011

Charles E. and Pauline L. Hayworth Fund

1994

Regina Derwin Lofland Fund

2013

R. Harold and Aleta Griffin Ellison Fund

2015

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

Elsie Ann Long Memorial Fund

1995

Enrichment Center Endowment

2006

Henderson Endowment for Galloway Memorial Episcopal Church

2010

Love’s UMC Capital Needs Fund

2008

Love’s United Methodist Church Memorial Fund

2008

Ada Hill and Jesse Davis Powers Fund

2005

Jennifer Lowy-Dock Fund

Mary Hill Habitat for Humanity Fund

1996

Lowy Fund-Shepherd’s Center

2000

2011

Anne and Bill Magness Meals-on-Wheels Fund

2008

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

1999

John H. Felts, M.D. Fund

2000

Forsyth County Dental Society Endowment

2010

Lawrence and Wilda Hine Charitable Fund

Forsyth Jail and Prison Ministries Endowment

2002

2008

Cecil and Henrietta Foushee Fund for Maple Springs

2013

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

Friendship Force of Central North Carolina Fund

1987

James E., Jr. and Betty Jones Holmes Fund

1999

Lawrence Byerly Holt, MD Memorial Fund

1988

Raymond B. Hooker, Jr. Fund-Designated

2000

Guy R. and Florence M. Fulp Charitable Trust

2000

Sandra Gallant Mental Health Association Endowment

2014

Galloway Memorial Episcopal Church Endowment

2009

Germanton United Methodist Church Fund

2005

J. Kirk Glenn Jr. Endowment for Crisis Control Ministry

2008

Hope Trust of Crisis Control Ministry

1995

Judith and Marbry Hopkins Endowment

1996

Bonnie B. and James C. Messick Charitable Fund

1997

2013

G.L. Millsaps Memorial Trust

2000

J. William Moir Charitable Trust

2006

Montague Scholarship Medal Fund

1939

William G. Montgomery, MD Fund for Senior Services

1995

National Trust for Historic Preservation in the United States

1981

Mil and Marsh Naugle Fund

1999 1992

Louise S. Hunter Fund

2004

Missy Hunter Fund for NCSICA

2014

North Carolina Academy of Physician Assistants Endowment

Viola and Dwight Jackson Memorial Fund

1999

George S. Norfleet Bible Fund

1932

Ella Mae Johnson Fund

1994

Elizabeth C. and Ralph B. Ogburn Fund

1984

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

Johnson Family Cemetery Trust Fund

1999

Old Hickory Council/Camp Raven Knob Endowment

1989

1942

Jimmy Johnson Memorial Fund

2005

Old Hickory Council Endowment Fund

1997

Bowman and Gordon Gray Trust

1970

Johnson Legacy Fund for Art

2012

Outer Banks Relief Foundation Fund

Bowman Gray Trust-Bowman Gray School of Medicine

1970

June Porter Johnson Fund for Salem Academy and College Norman Johnson Endowment for Piedmont Opera

Gordon Gray Trust-Bowman Gray School of Medicine

1982

Trey Jones Philmont Scholarship Fund

James A. Gray Endowment

1946

James A. Gray Foreign Mission Fund

1948

Group Homes of Forsyth, Inc. Endowment

1993

Margaret N. Graham Art Fund

[ 54 ]

2006

2011 2004

2014

Harry O. and Margaret W. Parker Ophthalmology Research Fund

2007

Margaret W. Parker Fund for Amos Cottage-Discretionary

2004

Junior League of Winston-Salem Endowment Fund

1998

Margaret W. Parker Fund for Amos Cottage-Operations

2004

Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center

2006

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

1998

The Winston-Salem Foundation annual report


Designated and Agency Endowment Funds, continued

FUND Otis B. and Genevieve W. Parrish Endowment Fund II

YEAR 1992

St. Paul’s Episcopal Church Mission Fund

1950

St. Paul’s Wilkesboro Endowment Fund

2001

Mary A. Payne Charitable Fund

2009

St. Philip’s Episcopal Church Fund

1953

Lucy Paynter Fund

2005

St. Stephen’s Episcopal Church Endowment

1997

Peace Haven Baptist Church of Winston-Salem Endowment 2010

St. Timothy’s Episcopal Church Endowment

2013

Fred Taylor Peden Trust of St. Paul’s Wilkesboro

2001

St. Timothy’s Episcopal Church Outreach Fund

2013

Penland Endowment for Art Education

2010

Samaritan Ministries Endowment Fund

2001

Penland School of Crafts Fund

1983

Sandehill Recreation Fund

1986

1997

JoAnne Vernon Sawtooth School for Visual Art Endowment

1996

Sawtooth School for Visual Art Scholarship Fund

1996

Francis D. and Fannie Byrd Smith Pepper, Sr. Fund Louise A. Peterson Trust

2002

Pfafftown Jaycees Designated Fund

2005

Piedmont Opera Endowment Fund

1987

Willis and Marion Secrest Chair Endowment

1997

SECU Family House Endowment

2013

2006

Senior Services, Inc. Endowment

1994

Pinedale Christian Church Fund Kerr and Naomi Pinnix Designated Fund

Second Harvest Food Bank of Northwest North Carolina Fund 1997 2014

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

2015

R.Y. and Eileen Sharpe Fund

1983

Julia Davis Pollard Memorial Fund

1969

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

1995

Shepherd’s Center of Greater Winston-Salem Endowment Trust

2005

Orpha Marie Leonard Pope Fund

1986

Richard and Barbara Pope Trust

1998

Eleanor Powell Organ Trust Fund

2014

Larriston Hill Powers Memorial Fund

2005

Jesse Powell Trust Fund

2014

Preservation North Carolina - Winston-Salem Regional Office Endowment Fund

1997

Kenneth O. Raschke Literacy Initiative Trust

1996

Paul and Sara Sinal Fund

1997

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

2015

Frances Horne Smith and Howard H. Smith Memorial Fund

1968

Mary Neil Henderson Rice Designated Fund

2010

Gilbert W. and Gail S. Spencer Fund

2008

Stephen G. Richey Memorial Fund

1986

Sprinkle Mission Fund

1982

Wood Richmond Memorial Fund

1960

Stafford Fund for Bunker Hill Cemetery

2011

Golding H. Riddle Fund

1953

Pearl Fields Stafford Fund for Salem Academy

2011

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

2001

2015

Right Turns for Youth Endowment

2003

Don and Elaine North Education for Justice Endowment Fund

Jimmy Roddick Fund

2010

Lucy L. Stedman Memorial Fund

1931

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

1985

Rufus T. Stedman Memorial Fund

1931

Irving and Minnie Sheppard Memorial Fund

1999

Sloan S. Sherrill Fund

1978

Rosemary Shortt Fund

2016

Siloam Baptist Church Endowment Fund

1997

Ruth Stevenson Stewardship Endowment

2004 2006 2015

Lorraine Flynt Rudolph Endowment Fund

2004

Ralph and Peggy Stockton Arbor Acres Fund

St. Paul’s Episcopal Church Endowment

1946

William L. and Virginia Kirk Stoelzel Fund

Funds & Donors

[ 55 ]


Designated and Agency Endowment Funds, continued

FUND

YEAR 1993

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

1996

Sturmer Spay and Neuter Fund Nancy and Richard Sullivan Fund for Senior Services

2016

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

2007

Summit School Endowment Fund

1959

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

2002

Robert E. Taylor Memorial Fund

1995

Elizabeth T. Williams Fund for Hospice of Winston-Salem

2009

William Mills and Margaret Parks Taylor 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

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

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

2009 1995 2000

St. Paul’s Tower Fund

2008

Winston-Salem Piedmont Triad Symphony Heritage Fund

1999

Trinity Center Endowment Fund

2000

Winston-Salem Police Benefit Fund

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

2001

Winston-Salem Symphony Chair Endowment Fund

1980

Dorothy E. Wolf Charitable Fund

2010

Twin City Kiwanis Endowment

2013

Wolfe Family Charitable Fund

1996

UMAR Winston-Salem Fund

2000

Wolfe-Steele Young Life Trust

1996

Unitarian Universalist Fellowship Endowment

2002

Jane Gilbert Womble Fund

2010 2010

1971

United Way Caring Shares Endowment

1990

William F. and Jane Gilbert Womble Fund for Arbor Acres

Joel A. and Claudette B. Weston Award Fund

1988

William F. and Jane Gilbert Womble Fund for Senior Services 2010

Forrest and Gene Vogler Arts Endowment

2008

The Woodall Family Trust

2016 2015

H. and E. Vogler Fund

1978

Voluntary Action Center Training Endowment Fund

1986

Roma Lee Woosley Fund for Pine Grove United Methodist Church

Spencer and Nell Waggoner Charitable Fund-Designated

2005

World Law Fund

1994

Alice Myers Wald Charitable Fund

2015

1999

John and Pauline Hoots Waller Trust

1999

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

2011

Chris Yarborough Memorial Sawtooth School Trust

1998

2007

YMCA of Greater Winston-Salem Heritage Club Endowment

1995

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

1993

James and Johanna Yopp Fund

2013

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

1998

Special Children’s School-Jacqueline Styers Young Fund

2001

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

1996

2014

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

2016

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

2013

Ina B. Watson Trust

2000

Wilkes Library Endowment

2001

Wilkes Playmakers Inc. Endowment

[ 56 ]

The Winston-Salem Foundation annual report


Endowed Funds

Student Aid Funds NEW FUNDS  (7/1/2016 – 6/30/2017)

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

PURPOSE

Anonymous (1) Robert F. and Caroline C. Goodwin Scholarship Fund

Established by Bob and Caroline Goodwin to provide scholarships for students graduating from North Forsyth High School

Darryl Hunt Memorial Scholarship

Established by the Z. Smith Reynolds Foundation in memory of Darryl Hunt to provide scholarships for students who have been convicted of a criminal offense for which a jail or prison sentence was received

Dr. Michael E. King Memorial Scholarship Fund

Established by Dr. King’s children, Katie, Mike, Marylynn and Alex, to provide scholarships for students graduating from area high schools

North Carolina Fine Wines Society Scholarship

Established by the North Carolina Fine Wines Society to provide scholarships for students seeking a degree from a North Carolina college or university related to the field of wine-making

FUND

YEAR

Bryon Tyler Burdick Memorial Fund

1989

Wade and Marcelene Duncan Scholarship Fund

2004

Clyde and Martha Aldridge Scholarship

2007

Wes Burton Memorial Scholarship

2005

Billy Dwight Memorial Scholarship

Annie S. Alexander Memorial Scholarship

2009

Carver High School Alumni Association Scholarship

2010

Christopher Richard Eagan Scholarship Fund

2011

2011

James M. and Mary P. Edwards Memorial Scholarship

2010

James L. Einstein College Scholarship Fund

2009

Annie L. Ellis Scholarship Fund

2015

Alex Ewing Scholarship Fund

2015

2002

Kate Allred Education Grant

2010

Mark Collier Caudill Scholarship

William H. Andrews/HAWS Scholarship Fund

1993

Ray S. Church Memorial Scholarship Fund

Zack H. Bacon IV Scholarship

2005

Gwenn Steward Clements Scholarship

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

2002

Azalee Clements Memorial Scholarship

2012

Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College

2005

Elmer and Rosa Lee Collins Scholarship

2006

Lloyd E. and Rachel S. Collins Scholarship Fund

2001

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

Mary Rowena Cooper Scholarship Fund

1991

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

2004

Matthew Alan Gfeller Memorial Scholarship

2009 2010

A.F. Clement Trust for Scholarships

Marshall B Bass Scholars Endowment Fund at Livingstone College

2007

Marshall B Bass Scholars Fund at Voorhees College

2004

2006 2011 2009

Ray and Jackie Cope Scholarship Fund

2005

D.C. Cornelius Memorial Scholarship Fund

2004

Forsyth County Nursing Scholarship Fund

1969

William Ragsdale Froelich Memorial Scholarship

2010 1995

Serena D. Dalton Scholarship Fund

1977

Claire Tillson Gladding Scholarship

Joseph E. Davies Scholarship Fund

2002

Jimmy and Sara Glenn Scholarship

2014

2000

James A. Gray High School Alumni Scholarship

2002

Josh Gray Memorial Scholarship

2010

Robin and Danny Greenspun MBA Scholarship

2011

Trina M. Batchelor Memorial Scholarship

2013

F. A. and Charlotte Blount Scholarship

2007

Bunny and Bill Davis Highland Scholarship Fund

Sam L. Booke, Sr. Scholarship Fund

1989

1985

Boyles-Eidson Scholarship Fund

2001

Oliver Joel and Ellen Pell Denny Healthcare Scholarship Fund

Jeanna Brown Memorial Scholarship Fund

1986

Joyce and Jim Dickerson Scholarship Fund

2000

Claude B. Hart Memorial Scholarship

2004

Tien Bui Memorial Scholarship

2007

Digestive Health Specialists Scholarship

2010

William T. Hatch and Mabel P. Hatch Scholarship Fund

1994

Funds & Donors

[ 57 ]


Student Aid Funds, continued

FUND

YEAR

Mary Speer Martin Scholarship Trust

1997

Samuel K. Rowland Trust

1928

R. Bruce Matthews Student Assistance Fund

2010

Rubin Family Scholarship Fund

2015

2016

Mark James Mendenhall Memorial Scholarship Fund

2009

Salem Lodge #139 / Robert A. Miller Memorial Scholarship

2011

1995

Julia Yokeley Miller Memorial Scholarship Fund

1983

Ray and Pearl Sams Scholarship Fund

1999

N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund

2003

Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund

2008

Chester Arzell and Helen Miller Montgomery Scholarship Fund

2007

Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund

1997

Albert Morgan, Jr. and Olivia E. Morgan Scholarship

2012

Bruce Shelton Scholarship Fund

1991

Harry C. Morgan Memorial Scholarship

2012

Thomas E. Shown, MD Scholarship Fund

2006

Paul Holcomb Murphy Memorial Fund

1983

Jonathan LaRon Skinner Memorial Scholarship

2010

Michael Nachman Scholarship Fund

1995

Shaun Edward Stewart Scholarship

2013

Emma Kapp Ogburn Memorial Fund

1946

Stultz Scholarship Fund

1982

Susan and Charles Hauser Scholarship Fund

2016

Tommy L. and Patricia B. Hickman Scholarship Fund Fred and Mozelle L. Hinshaw Scholarship Fund 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

Orthopaedic Specialists of the Carolinas’ Nursing Scholarship

2002

Stella B. Johnson Scholarship Fund

1987

Willis H. Overby Scholarship

2010

Bill and Cynthia Tessien Scholarship

Jeannette Anderson Parker Memorial Scholarship Fund

2008

Jeff Turner-Forsyth Audubon Scholarship Fund

2005

Tripp Joye Memorial Scholarship Fund

2009

Summit School Opportunity Fund

2006

Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship

1966 2011

Kapp-Weaver Scholarship Fund-Greensboro College

1997

Otis B. and Genevieve W. Parrish Scholarship

2010

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

1997

Nell and Spencer Waggoner Scholarship Fund

2005

Alice Conger Patterson Scholarship

2007

Art and Dannie Weber Scholarship

2007

J. Lee Keiger, Jr. Family Fund

1999

William H. and Lena M. Petree Trust

1996

Douglas Gray Kimel Scholarship Fund

2007

2014

Art and Dannie Weber Fund for Forsyth Tech Community College

2007

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

2004

Erma Drum Webster Fund

1996

2004

Paul M. Wiles Scholarship Fund

2013

Joyce Kohfeldt Endowment for Crosby Scholars

2011

Lambeth Family Scholarship

2011

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

Law Enforcement Benefit Fund

1993

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

2001

Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund 2005

Law Enforcement Family Scholarship Fund

1994

Dean Prim Scholarship Fund

1989

A. Tab Williams, Jr. Scholarship Fund

2003

Leinbach Chain-Breaker Scholarship Fund

1992

Robert G. Prongay Key Club Scholarship

2001

Elizabeth T. Williams Memorial Scholarship

1999

William H. Lester Memorial Scholarship

1990

Dottie Ramsey LDC Scholarship Fund

2015

Edwin H. and Louise N. Williamson Endowed Scholarship

2007

Denver Lindley, Jr. Arts Scholarship Fund

2012

Patty Brendle Redway Fund

1996

Erica Wolfe Memorial Scholarship Fund

1998

Johnny Lineberry Memorial Scholarship Fund

2008

Woodbine Big Dreams Scholarship

2011

1980

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

1998

L.D. and Elsie Long Memorial Scholarship Fund

1985

Love’s United Methodist Church Scholarship for Christian Education

2008

Roy E. “Gene” Reynolds Scholarship Fund

2015

Yadkin County Association of Educators (YCAE) Scholarship Fund Marcus Raper Zimmerman Scholarship Fund

1983

Love’s United Methodist Church Scholarship Fund

2008

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

[ 58 ]

Rider Family Scholarship

2004 1996

2003

Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund

2012

Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund

1998

The Winston-Salem Foundation annual report


Endowed Funds

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

established in 2008, provides scholarships to Forsyth County students as they pursue post-secondary education. Recipients must demonstrate outstanding leadership, school service, and community involvement and should exemplify the Foundation’s core values of 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.

COMPONENT FUND Guy J. Bridges, Jr. Educational Fund

YEAR 2006

DONORS IN 2016 Anonymous (1) Ms. Pat S. Clark Mr. and Mrs. J. Carlton Deaton Brittney J. Gaspari Ms. Regina Harmon Dr. and Mrs. Richard Janeway Mr. David Lafferty Mr. Robert E. Merritt Ms. Maclyn H. Powell Mr. Dalton D. Ruffin Mr. Fillmore E. Williams

Andrew Lane Memorial Scholarship Lasater Student Loan Fund

2006 1927

Leo Caldwell Memorial Student Loan Fund

1923

Ricky Douglas Mitchell Scholarship Fund

2009

East Forsyth High School Alumni Scholarship

2002

Gray W. Mock Family Scholarship

2005

Stanley Michael Elrod Scholarship Fund

2004

Paul Holcomb Murphy Memorial Fund

1983

Norfleet Memorial Fund

1976

Emergency Loan Fund

1937

John L. Gilmer Student Loan Fund

1947

Lucy Simmons Puryear Memorial Scholarship Fund

1994

John Gold Memorial Fund

1976

W.N. Reynolds Student Loan Fund

1931

Anna Hodgin Hanes Student Loan Fund

1926

N.D. Sullivan Charitable Trust

Stanley D. Hartgrove Memorial Scholarship Fund

1997

Rachel Tolson Law Memorial Scholarship Fund

Keith Jackson Memorial Fund

1976

George B. Whitaker Memorial Student Loan Fund

1971 2008 1927

Funds & Donors

[ 59 ]


Non-Endowed Funds

Non-Endowed Donor-Advised Funds NEW FUNDS

(7/1/2016 – 6/30/2017)

Non-Endowed Donor-Advised Funds, essentially

charitable checking accounts, offer donors a simple and efficient vehicle for annual charitable giving.

Edwin and Victoria Robins Charitable Fund

Charles S. and Beth D. Baldwin Advised Fund

1988

Anderson Fund

Hilda W. Scarborough Fund

Pam and Bill Ball Advised Fund

2006

BB&T Charitable Fund

Paul and Betsy Scott Charitable Fund

James L. Banning Fund

2016

Elijah and Victoria Beaty Fund

Bob and Norma Scott Fund

Charles D. Barham III and Ann Hiott Barham Charitable Fund 2014

Gwen and Ed Blackmer Advised Fund

Sheila’s Fund

R. Barrett Family Fund

Joshua Carson Fund

Robert L. and Elizabeth M. Strickland Fund

Marshall B and Celestine P. Bass Non-Endowed Advised Fund 1998

Jerry and Laurie Cook Charitable Fund

Richard and Elizabeth Weidman Family Fund

Michael and Julie Baughan Fund

2007

Creative Corridors Coalition Fund

Edwin and Sue Welch Family Fund

Bill and Louise Bazemore Fund

2001

GLC Fund

Janet and Mike Wells Family Fund

Edward S. and Barbara T. Beason Advised Fund

1996

JCC Fund

John C. Whitaker, Jr. Fund

Stewart and Tracey Beason Charitable Fund

2009

WMC Fund

James and Cheryl White Fund

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

1985

Daggett Family Charitable Fund

Michael and Heather Wilson Fund

Mr. and Mrs. Graham F. Bennett Advised Fund

1991

Craig and Tammy Darden Fund

Lee and Robin Woodard Advised Fund

Louise Bennett Charitable Fund

2015

Anna Scott Folwell Fund David and Rhonda Gramley WSF Fund

FUND

2004

Bert and Beth Bennett Family Fund

2015

YEAR

John and Jeanne Bennett Family Fund

2013

Susan and Tom Grote Fund

Anonymous (8)

Marianne and Jim Bennett Fund

2014

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

Jean T. Cox Fund

2006

Ann Bennett-Phillips Charitable Fund

2015

William W. Huang and Jennifer W. Chan-Huang Fund

Tom Adams Fund

2014

Bentley Fund

2005

Laurel Jones Fund

David and Liz Albertson Fund

1998

Deborah L. Best Advised Fund

1997

Jill M. Lawler Family Fund

Hannah Albertson Fund

2005

Mr. and Mrs. H. Lee Bettis Advised Fund

1992

Terry D. and Karen M. Lefler Advised Fund

Steve and Terry Allen Fund

2015

Frank L. Blum Fund

1980

KISA Fund

All Life Matters Fund

2014

Wilba Parrish Brady Advised Fund

2012

McConnell Family Fund

Gayle Anderson/Carey Hedgpeth Fund

2006

Paul Breitbach Fund

1997

Jeanne and Tim McCulloch Family Fund

Mr. and Mrs. James N. Andrews Fund

2000

James T. and Betty S. Brewer Fund

1998

Prince William Community Benefit Fund (Kelley)

ARC Fund

2007

Brookfield Fund

2002

Prince William Community Benefit Fund (McDonald)

Marie and Guy Arcuri Family Fund

2004

Grace and Jimmy Broughton Fund

2007

Prince William Community Benefit Fund (Smith)

Douglas D. Arnold and Lynn E. Calhoun Advised Fund

1993

Bruce T. and Susan B. Brown Charitable Fund

2012

John and Karen Regan Donor Advised Fund

Richard W. Averill Charitable Fund

2014

Bruce T. and Susan B. Brown Family Fund

2013

[ 60 ]

The Winston-Salem Foundation annual report


Non-Endowed Donor-Advised Funds, continued

FUND

YEAR

Charles A. and Sally P. Corpening Family Fund

2012

Ragan and McDara P. Folan, III Charitable Fund

2013

1986

Dr. and Mrs. Robert J. Cowan Advised Fund

1985

Representative Dale and Synthia Folwell Family Fund

2007

Ivey and Candice Brown Family Fund

2015

Cramer Family Fund

1980

Sheila F. and John C. Fox Fund

2006

Kenton and Amy Brown Fund

2007

Craven Family Fund

2000

Alice Dibrell Freeman Family Fund

2001

Kirby C. Brown Fund

2000

Jane and Penn Craver Advised Fund

2000

Bo and Jenny Fulton Charitable Fund

Patty and Malcolm Brown Fund

2000

Mrs. Elizabeth W. Crockett Advised Fund

Rodney C. and Martha R. Brown Fund

2000

Henrietta Dibrell Brown Advised Fund

Vardaman and Sherry Buckalew Family Fund

2016

2011

1984

Nella P. Fulton Advised Fund

2009

O.K. Crouch Family Fund

1998

Paul Fulton Non-Endowed Advised Fund

2009

Rick and Sara Crowder Charitable Fund

2007

Dr. Kenneth R. Gallup, Jr. Advised Fund

1995

Patrick J. and Nancy C. Burns Fund

2015

Bill and Betty Gray Davis Advised Fund

1983

Caroline Gamble Charitable Fund

2006

Josh Bush Charitable Fund

2013

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

1999

Harold and Patricia Garner Donor Advised Fund

2006

Byrne Family Fund

2015

Deem/Turner Charitable Fund

2012

Garrett-Glass Donor Advised Fund

2013

Alan and Lisa Caldwell Family Trust

2014

DeRamus Family Fund

2013

Susie and John Gates Charitable Fund

2012

Angela and William Carr Advised Fund

2002

Patricia Ann Rudolph Dixson Advised Fund

Susan Cobb Carson Advised Fund

2010

Kay and Dan Donahue Fund

1997

Gfeller Family Fund

2008

2013

Mr. and Mrs. James W. Douglas Advised Fund

1996

Jim and Mary Alice Gibbs Advised Fund

1996

Dreyfuss Family Fund

2015

John Munro and Flavel McMichael Godfrey Advised Fund

1992

Carswell/Parsley Family Fund David and Deborah Cassels Fund Hobart and Adelaide W. Cawood Fund

2000 1997

2004

Brenda and Scott Gerding Fund

2013

Dale E. and Luci H. Driscoll Advised Fund

1992

Ted and Julia Ann Goins Advised Fund

2006

Chuck and Bobbie Chambers Advised Fund

2004

Dr. Charles H. and Carolyn G. Duckett Fund

2012

Tony and Vi Golding Fund

2004

Dudley C. and Winborne S. Chandler Fund

2000

James E. and Phyllis H. Dunning Fund

2015

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

1995

Barbara F. Chatham Advised Fund

1980

Noel Lee Dunn Advised Fund

1990

Thomas O. and Leesa L. Goodson Advised Fund

1995

Jerry and Brenda Cheek Charitable Fund

2003

David C. Eagan Fund

2011

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

Lee Ann Wood Chrisco Charitable Fund

2014

Mary M. Eagan Fund

2010

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

Christopher Fund

2004

Bob and Gayle Edwards Advised Fund

2012

Goral Family Trust

2015

Nick and Kim Chrysson Advised Fund

1998

Robert and Amy Egleston Advised Fund

2004

Grantham Family Fund

2015

Jeff T. and RenĂŠ F. Clark Advised Fund

2002

Eisenberg Family Advised Fund

1994

Kathryn Hanes Snow Advised Fund

Gwenn S. and Michael L. Clements Advised Fund

2008

Gerald and Ann Esch Donor Advised Fund

1998

C. Boyden Gray Advised Fund

2000

D. Elwood Clinard Fund

1994

Gerald and Lee Evans Family Fund

2012

Jane Gray Fund

1997

Kirtan Coan and Al Greene Advised Fund

2008

Lisbeth C. Evans and James T. Lambie Advised Fund

1997

Grosswald Family Charitable Fund

2012

Sophia Cody Advised Fund

1980

Alexander C. Ewing Advised Fund

2012

Alfa and Gerry Gunzenhauser Non-Endowed Advised Fund

2001

Robert F. Coil Advised Fund

2009

Ernest J. Fackelman and Cynthia J. Skaar Fund

2014

Martha S. Hancock and James A. Hancock, Jr. Advised Fund 1980

David and Carole Collins Fund

1996

Faircloth Family Fund

2014

Yellow Jeep Fund

2011

Greg and Laurin Colner Fund

2016

Falken Family Fund

2006

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

1987

1996

Tom and Jocelyn Connors Fund

2013

Bobby and Betty Faulkner Fund

2012

Jim Hanes Fund

Barry and Dottie Cook Fund

1994

Gary G. and Diana B. Fleming Fund

2002

Marcus Hanes Fund

2008

Harry Corpening Fund

2004

Gary Flower Advised Fund

2010

R M Hanes Donor Advised Fund

1980

1995

Funds & Donors

[ 61 ]


Non-Endowed Donor-Advised Funds, continued

YEAR

Nancy T. and Richard J. Keshian Fund

1999

J.P. McMichael, Jr. Advised Fund

1993

S.W. Harjes Fund

FUND

2012

Cornelius Vanstory King Advised Fund

2005

J. Frank and Laura Turnage McNair Advised Fund

1994

John and Anne Harrison Advised Fund

2005

Kayce King Donor-Advised Fund

2014

Thomas C. McNeil and Sandra B. McNeil Advised Fund

2007

Andrew and Janet Hart Fund

2015

Robert W. and Candy E. Kiser Charitable Fund

2003

William L. and Monica E. McSwain Advised Fund

2012

Hash Advised Fund

1995

Edith and Bill Knott Fund

1999

Judson J. and Alice C. Milam Fund

1999

Charles H. and Susan R. Hauser Advised Fund

1997

D. Joyce Kohfeldt Fund

2008

Hof and Kathryn Milam Charitable Fund

2011

Laura W. Hearn Charitable Fund

2016

Charles W. Miller Fund

1999

1995

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

2004

Dick and Karen Hedrick Advised Fund

Miller Family Advised Fund

2011

2007

Gilmour and Nancy Lake Advised Fund

2005

Henry S. Miller Advised Fund

2011

Robert E. and Martha C. Leak Charitable Fund

2013

Richard H. and Nola G. Miller Advised Fund

2011

Jack and Carolyn Hite Charitable Fund

2016

Mary A. Leight Advised Fund

1989

James H. Millis, Jr. Fund for High Point

2012

Angie and Chuck Hobbs Fund

2016

Lillie’s Friends Foundation Fund

2008

James H. Millis, Jr. Fund-Unrestricted

2012

Doris and William Hohman Non-Endowed Advised Fund

1983

Lindsay Family Fund

2012

2015

Lineberger Family Fund

2011

William B. Millis Family Advised Fund– General Charity Fund

2015

Butch and Julie Holland Charitable Fund Mr. and Mrs. William E. Hollan, Jr. Advised Fund

1980

Dr. A. Stanley and Mary Margaret Link Fund

1999

William B. Millis Family Advised Fund–High Point Fund

2015

Homebuilders Association of Winston-Salem Charitable Fund

2007

George and Susan Little Advised Fund

1991

Mist Island Foundation Fund

2009

Kay and Chip Morgan Donor Advised Fund

2016

Bob and Gwynn Hooks Fund

2005

Jay and Jane Helvey Advised Fund Tommy L. and Patricia B. Hickman Family Fund

Scott and Michelle Livengood Fund

2005

2005

Matt and Emmie Long Fund

1996

Steven C. and Nancy H. Morgan Advised Fund

2016

Hope For The Hopeless - Spencer Meyer Foundation Fund

2011

Frank and Kay Lord Advised Fund

2006

J. Frank and Lynda K. Morris Advised Fund

1989

Mark and Betsy Hoppe Family Fund

2010

David and Libby Lubin Fund

2000

H & R Hough Fund

2012

Ludy Marie Fund

2012

Moss Family Charitable Fund

2015

Charles Mull Fund

2014

Eric N. Hoyle Advised Fund

2008

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

1996

Dan and Bonnie Murphy Charity Fund

2009

Frank and Margaret Hunter Fund

2009

Mark and Susan Maier Advised Fund

1996

Murphy-Smith Family Fund

2010

I. L. Long Construction Co., Inc. Community Support Fund

2013

Richard A. and Carrie Wall Malloy Advised Fund

1998

David W. and Katherine A. Murray Fund

2015

Mr. and Mrs. David A. Irvin Advised Fund

1980

Deborah S. Marshall Non-Endowed Advised Fund

2001

Walter V. and Martha W. Murray Advised Fund

2006

Jim and Dianne Iseman Charitable Fund

2007

Masich Family Fund

Leigh Thurston Myers Charitable Fund

2012

Susan Cameron (Ivey) Advised Fund

2007

Doug and Mary Anne Maynard Fund

2005

Mr. and Mrs. Lucian H. Neal Advised Fund

1996

2011

Francis and Adele James Advised Fund

1988

Drane and Bill McCall Advised Fund

1999

J. & J. Neely Advised Fund

2005

Jarrahi Family Advised Fund

1996

Thomas P. and Anne B. McDowell Fund

1997

David and Scottie Neill Advised Fund

1989

JMJ Community Investment Fund

2012

Walter McDowell Advisory Fund

2009

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

1991

Peter and Karen Johnson Advised Fund

2012

Sarah Murphy McFarland Advised Fund

2002

Robert and Melanie Niblock Charitable Fund

2012

Ann and Halbert Jones Charitable Fund

2001

Nancy Davis McGlothlin Fund

2010

Fred and Lillian Nordenholz Fund

1996

Christopher and Lucinda Kellam Jones Fund

1997

McHugh Family Non-Endowed Fund

2015

Robert S. and Marianne D. Northington Advised Fund

2001

David and Rachel Katzer Charitable Gift Fund

2004

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

1996

[ 62 ]

Cathleen and Ray McKinney Fund

2004

Novant Community Benefit Fund (Ally)

2015

John and Grace McKinnon Advised Fund

1990

Novant Community Benefit Fund (Barr)

2015

The Winston-Salem Foundation annual report


Non-Endowed Donor-Advised Funds, continued

FUND

YEAR

Jane and Joe Potter Fund

2010

Curtis Flynt Rudolph Advised Fund

2004

Novant Community Benefit Fund (Evans)

2009

Prince William Community Benefit Fund (Belden)

2011

Carver and Betsy Rudolph Advised Fund

2004

Novant Community Benefit Fund (Gordon)

2009

Prince William Community Benefit Fund (Burriss)

2013

Sanford Harrison Rudolph Advised Fund

2004

2012

Prince William Community Benefit Fund (Danziger)

2012

James M. and Lorre C. Ruffin Fund

2006

Novant Community Benefit Fund (Murphy)

2012

Prince William Community Benefit Fund (Gary)

2011

Novant Community Benefit Fund (Neill)

2015

Prince William Community Benefit Fund (Grzejka)

2012

Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund

Novant Community Benefit Fund (Phillips)

2014

Prince William Community Benefit Fund (Gutliph)

2011

Jill Runnion Fund

Novant Community Benefit Fund (Plyler)

2012

Prince William Community Benefit Fund (Hollis)

2014

Annie and Troy Sager Charitable Fund

2013

Prince William Community Benefit Fund (Hoover)

2011

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

1988

Prince William Community Benefit Fund (Khot)

2013

Robert D. and Pamela B. Saunders Fund

2001 2015

Novant Community Benefit Fund (Lyles)

Novant Community Benefit Fund (Stolz)

2009

Novant Community Benefit Fund (Stone)

2012

1981 2004

Novant Community Benefit Fund (Tillman)

2009

Prince William Community Benefit Fund (Magalski)

2011

Michelle and Alex Schenker Advised Fund

Novant Community Benefit Fund (Woodlief)

2009

Prince William Community Benefit Fund (Parr)

2012

Novant Community Benefit Fund (Schulte)

2015 2014

Anita and Tom Ogburn, Jr. Fund

1999

Prince William Community Benefit Fund (Way)

2015

Dale S. Seibert Fund

Ogburn Family Advised Fund

2015

Prince William Community Benefit Fund (Wine)

2011

Beverly Britton Rudolph Shaw Advised Fund

2004 2004

Ben C. and Mildred W. Paden Advised Fund

1998

Project Impact Fund

2016

Bill and Shirley Shaw Fund

Mr. and Mrs. Craven B. Page Advised Fund

1985

Nan and Tim Prout Charitable Fund

2010

Jacqueline S. Shelton Family Fund

2015 2007

Mary Beth and Bob Parker Fund

2000

PWB Healthy Lifestyle Fund

2012

Joe B. and Virginia L. Simpson Advised Fund

Joe and Britt Parrish Fund

2002

Mrs. Elizabeth L. Quick Advised Fund

1988

Singletary Family Charitable Fund

2014

1985

Bucky and Debbie Sizemore Fund

2004

Beth Perry Skorich Fund

2008

Bruce W. and Sara C. Smith Advised Fund

2010

John and Dominique Patrick Fund

2007

George and Susan Ragland Fund

Lucie and Chuck Patton Fund

1998

Rainey Charitable Fund

2004

Carol and Raymond Pearson Charitable Fund

2002

Ramona Fund

1999

Abbie and FD Pepper, Jr. Fund

2014

Reaves Family Charitable Trust

2005

Kenny and Amy Smith Fund

2007

Burton and Frances Reifler Fund

2001

Stephen R. and Elizabeth L. Smith Fund

2015

Dick and Sandy Respess Fund

1993

Brant and Kay Snavely Fund

Peter Perret Fund for Young Musicians Clifford and Elizabeth Perry Advised Fund

2009 1997

Ford and Jeanene Perry Advised Fund

2005

Reynolda Rotary Benevolence Fund

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

1999

Kate B. Reynolds Charitable Fund for Healthcare

2000

Frederick P. and Gerrii S. Spach Fund

2012

2013

Spaugh Family Fund

1999

2014

Mary Jo W. and R. Arthur Spaugh Fund

1999

Nancy Spencer Advised Fund

2007

Stanley Family Success Fund

2012

2004

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

1993

Kate B. Reynolds Charitable Fund for Poor and Needy

Mr. and Mrs. Stephen F. Phelps Advised Fund

1996

Dr. Vade Rhoades Fund

1999

David and Ingrid Pisetsky Advised Fund

2005

Lori and Pat Riazzi Fund

2001

Stebbins Family Fund

William Pitser Advised Fund

1995

Rickelton Fund

1999

W. Fletcher and Anna B. Steele Family Fund

2015 2000

Margaret Scales and Graydon Pleasants Advised Fund

2000

Roaring Gap Fund

2010

Shaun Edward Stewart Fund

2011

Nancy and Ed Pleasants Advised Fund

1990

Suzie and Dennis Ross Fund

2011

Stratford Rotary Fund for Kimberley Park

2014

Dr. Harold C. Pollard III Fund

1996

David F. and Martha Wilson Rowe Advised Fund

2008

Stratford Rotary Benevolence Fund

2003

Dr. and Mrs. Eddie Pollock Advised Fund

1998

Michael and Deborah Rubin Advised Fund

2000

Rick and Kate Streng Advised Fund

1996

Funds & Donors

[ 63 ]


Non-Endowed Funds

Non-Endowed Donor-Advised Funds, continued

FUND

YEAR

Strother-Mayer Fund

2012

William G. Ward, MD Family Advised Fund

2005

Allison and Richard Watts Fund

2014

Richard and Nancy Sullivan Fund

2001

Phil and Jean Waugh Family Trust

2001

John J. and Betty Pratt Sutton Advised Fund

2000

Togo D. West, Jr. Advised Fund

2006

Temporary Funds

Sutton Family Fund

2010

Harden and Janet Wheeler Fund

2007

Jack and Cindy Sutton Fund

2010

Louisa Whitaker Advised Fund

1996

Temporary Funds are held for a limited time

Virginia and Jim Sutton Advised Fund

2012

William A. Whitaker Advised Fund

1998

Nancy King Tanner Advised Fund

2005

Nancy and Monty White Advised Fund

1981

for emerging organizations and individual memorial funds.

Thomas Teague Fund

2009

Scott and Lauren Wierman Advised Fund

1995

Team Jonah Fund

2014

Paul and Jan Wiles Charitable Gift Fund

2001

Louise Dibrell Theberge Family Fund

2001

Gary and Yvette Willard Fund

2016

Lydia Brinker Education Fund for At Risk Youth

John B.R. and Olive S. Thomas Fund

1996

Cynthia Williams Advised Fund

2012

COAD Disaster Relief Fund

Charles Tinsley Fund

2012

John G. Williard Fund

1998

Cobblestone Farmers Market Food Access Program Fund

F. Nelson Tomlinson Advised Fund

1994

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

1993

Sophia S. Cody Memorial Fund

2013

Mr. and Mrs. Douglas Sean Toole Fund

Boston-Thurmond Initiative Fund

Mr. and Mrs. H. Norton Willis Fund

2004

HBCU Living Legends Scholarship Fund

Dr. and Mrs. James F. Toole Advised Fund

2000

Robert M. Willis Fund

2004

Lu Leake Memorial Fund

Triantos Fund

2006

Wilson Family Fund

2012

William C. Little Society Fund

Truliant Federal Credit Union Fund

2013

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

1996

Peer Project Fund

Alex and Elliott Turner Advised Fund

2011

W.T. Wilson Advised Fund

1999

Georgia M. Sprinkle Memorial Fund

David C. and Mary F. Twine Charitable Fund

2013

Winters Advised Fund

2007

Winston-Salem/Forsyth County Sports Medicine Fund

Stuart F. and Frances McD. Vaughn Advised Fund 2007

Winston-Salem Rotary Benevolent Fund

2003

Peter and Carol Vrooman Advised Fund

Calder and Martha Womble Advised Fund

1986 1996

1995

Susan B. Wall Advised Fund

2009

Erna and Bill Womble, Jr. Advised Fund

Lee Wallace Fund

2010

Ralph Womble and Ashley Edwards Advised Fund 1988

Hans W. and Elizabeth K. Wanders Advised Fund

1981

wurks Charitable Fund

2011

Jack and Jean Ward Advised Fund

1993

Carol Ziel and Donald Kautz Fund

2013

[ 64 ]

The Winston-Salem Foundation annual report


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

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

NEW TRUSTS IN 2016

Joyce H. and James P. Dickerson Charitable Remainder Trust

Margaret W. Parker Charitable Lead Unitrust

Jean Abell Glass 2016 Charitable Remainder Annuity Trust

Frank E. and Mary B. Driscoll Charitable Remainder Trust

Phillips Family 2014 Charitable Remainder Unitrust

William Randolph and Adeen Taylor Myers 2016 Charitable Remainder Unitrust

Donald F. Folger Charitable Remainder Unitrust

Emerson Walter Pitts, Jr. 2011 Charitable Remainder Annuity Trust

Kathryn W. Garner Irrevocable Living Unitrust

Ruth Fay Pitts 2011 Charitable Remainder Annuity Trust

Betty Stevenson 2016 Charitable Remainder Unitrust

Jean Abell Glass 2013 Charitable Remainder Annuity Trust

C. Edward Pleasants Charitable Remainder Trust

Jean Abell Glass 2014 Charitable Remainder Annuity Trust

Nancy T. Pleasants Charitable Reminder Trust

OTHER TRUSTS

Jean Abell Glass 2015 Charitable Remainder Annuity Trust

Nancy H. Southard Irrevocable Living Unitrust

Elms and Harriet Allen Unitrust

Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust

Nancy S. Spencer Charitable Remainder Trust

Stephen G. Anderson Irrevocable Living Unitrust

Edmund B. Hopkins Irrevocable Living Unitrust

James L. Barnhardt Charitable Remainder Trust

Judith O. Hopkins 2014 Charitable Remainder Unitrust

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

Edward S. and Barbara T. Beason Unitrust

Lucy Kaplan Irrevocable Living Unitrust

Betty and Robert Stevenson 2015 Charitable Remainder Unitrust

Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust

William A. and Edith T. Knott Irrevocable Living Unitrust

Edward E. Stivers Charitable Annuity Trust

Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust

William G. and Ava O. Koronis Charitable Unitrust

Ludy M. Strother Charitable Lead Annuity Trust

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

Mary Annette Leight 2002 Charitable Unitrust

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

Mary Annette Leight 2015 Charitable Unitrust

David H. Tate Irrevocable Living Unitrust

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

Douglas Lewis Family Charitable Remainder Trust

Virginia Burris Trivette 2012 Charitable Remainder Unitrust

Ann Blanton Breese 2007 Charitable Remainder Unitrust

Lineback Family 2015 Charitable Remainder Unitrust

Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust

Ann Blanton Breese 2015 Charitable Remainder Unitrust

Curtis and Sara Long Charitable Remainder Unitrust

Hans W. Wanders Irrevocable Living Unitrust

Eugenie Waddell Carr 2013 CRUT

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

Arthur G. and Susanne S. Weber Charitable Remainder Unitrust

Harry O. Corpening Charitable Remainder Unitrust

William and Drane Vaughn McCall Irrevocable Living Unitrust

A. Tab Williams, Jr. Charitable Annuity Lead Trust

Athalene Couch 2007 Charitable Remainder Unitrust

Nancy Davis McGlothlin Charitable Remainder Unitrust

Mathilda G. Wolfe Charitable Remainder Unitrust

John B. and Grace D. McKinnon Irrevocable Living Unitrust

Funds & Donors

[ 65 ]


Book of Memory The Book of Memory was established

in 1946 to preserve the names of those in whose memory gifts were made to the Foundation. These specially-commissioned, leatherbound books are displayed in the Foundation’s reception area and contain more than 9,200 names. The following names were added to the Book of Memory in 2016.

Linda Radcliff Abrams

Leonard Gray Herring

Nicholas Worth Mitchell

Dr. Thomas E. Shown

George Welborn Ballentine, Sr.

Elizabeth Breeden “Boo” Monroe

Glenn Smith

Sophie Hondros Booras

Vera Harber Maas “Hoppy” Hervey

Thomas Smith

Elizabeth “Liz” Hamrick Brady

John Joseph Hibbits

Dr. John Howard “Jack” Monroe

Carolyn Ann Snyder

Hassel C. Brown, Sr.

Maryan Eugene “Gene” Hill III

Donald L. Moore

Lydia Rebecca Smit Sparrow

Harold Blake Moore

John Henry Hoots

Ann Lewallen King Spencer

Alton Carroll Morgan

Helen Lorraine Mace Houston

Georgia M. Sprinkle

Jack Lee Musten

Mary Adams Stephens

Randall Burton Brown Cassandra Lynn Lewis Brunson Henry M. Carter, Jr. Meriwether Lewis Cuningham Craig Gates Dalton, Sr. Mary “Deany” West Dillon

[ 66 ]

Jacqueline Schwab Hunt John W. Hunt

Bob L. Myers

Ralph Nichols Strayhorn, Jr.

Robert Luther Myers

John Anderson Taylor

George C. Newman Carolyn Olson

Michael “Mike” John Thompson

Shirley Warren Dillon

Christopher “Chris” Harrison Johansson

Morrison Wenceslaus Divine III

Charles Roger Jones

Larry Shields Overton

Walter Richard Totten, Sr.

William C. Donovan

Maeola “Macie” Key

Dorothy Jennings Owens

Clarence Edwin Turner

Nick Doumas

Lawrence “Larry” Kidd, Jr.

Irene Shirley Cohn Pandres

Wilson Owen Vaughn

Madge “Peggy” Hooker Edwards

Helen Frances Killian

Martha Whitney Parent

Mabel Wagoner

Dr. William Elesha, Jr.

William J. “Bill” Lakey, Jr.

Mona Clayton Pass

Judith Ward Walker

Maudevlyn Farney

Rachel King Lawrence

Judith Ann Hesler Payton

Charles David Ficken

William J. Leinbach

Harry Phillips

Elizabeth “Lina” Kimball Wanders

Margie Lynn Foltz

Dr. William C. Little

Harrell Powell, Jr.

Leslie Robinson Warhover

Dianne Hatley Furr

Elizabeth Gladstone Lyon

Alfred Luther Purrington III

Sara Swann Watson

Samuel Meador Gibbs

Kimberlee Lambe Masich

D. J. Redding

Carolyn Cole Shippey Gilden

Bruce Matthews

John T. Roberts

Elizabeth “Cricket” McElrath West

Jane Graper

Edna Matthews

Pamela Kristie Roberts

Lois Wiles Handy Julie Martin Hanes

Charles Hampton “Sam” Mauzy III

J. Ben Rouzie

Madeline T. Harold

Elena Maya-Scott

Sarah MacGregor Ruffin

William “Bill” Fletcher Womble

The Honorable James Albert Harrill, Jr.

Rachel Knouse McBride

Betty Ann Bishop Runnion

H. C. “Woody” Woodall

Nona Lawson McKee

Carolyn Sue Crouse Shields

Wanda Wilson Harris

Grover Cleveland McNair, Jr.

Kay Watts Shields

Audrey Dixon Hastings

Philip Miller

Adrian Rice Shore

The Winston-Salem Foundation annual report

Rose Romer

Gregory Lee White Arthur Tab Williams, Jr. Emily Chloe Winkler

Wylie M. Yarborough Patricia Gail Langford Zimmerman


The Legacy Society The Legacy Society honors generous individuals who

Mr. and Mrs. J. Hal Bolin

Mrs. Stewart T. Butler

Mr. and Mrs. J. Scott Cramer

have established or added to permanent endowments at the Foundation or those who have made similar provisions through deferred or planned gifts, such as charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation. Please contact our Philanthropic Services staff to learn more about membership. The following individuals were members of the Legacy Society as of June 30, 2017. On behalf of future generations, we are grateful for their enduring legacies.

Mr. and Mrs. Henry M. Booke

Ms. Jane Calloway

Mr. and Mrs. Kenneth Craven

Claude and Judy Booker

Ms. Susan M. Cameron

Mr. and Mrs. Julian R. Bossong

Dr. and Mrs. W. Douglas Cardwell

Anna Reilly and Matthew Cullinan

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

Dr. and Mrs. Kenneth Carlson

Mr. and Mrs. Chris Cutler

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

Mrs. Anne Maddrey Carpenter

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

Dr. Emma Jean Z. Bowman

Mr. Coy C. Carpenter, Jr.

Ms. Jacqueline R. Daniels

Ms. Sandra C. Boyette

Mrs. William H. Carr

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

Ms. Genie Carr

Mr. Jason Davies and Mrs. Julia Frost-Davies

Dr. Allison Brashear

Ms. Genie Carter

Dr. Sherrill Braswell

Peggy Carter

Ms. Susan F. Braswell

Ms. Virginia Caudill

Mr. G. Franklin Davis Mr. and Dr. Jerry P. Davis Mr. and Mrs. John W. Davis III Mr. and Mrs. Richard N. Davis

Anonymous (20)

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

Ms. Ann Blanton Breese

Mr. and Mrs. C. Ray Caudle

Ms. Katherine Acton and Mr. Gerald Smith

Mr. and Mrs. William P. Baldridge

Mr. and Mrs. J. Paul Breitbach

Mr. M. Campbell Cawood

Mr. and Mrs. David L. Barnes

Mrs. Ann L. Brenner

Mr. and Mrs. Charles W. Chambers

Mr. and Mrs. Ray Mitchell Agnew, Jr.

Mr. and Mrs. Richard D. Barnes

Ms. Frances Brenner

Mr. and Mrs. Christopher J. Chapman

Mrs. Sylvia F. Alderson

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

Mike and Wendy Brenner

Mrs. Norma Charles-Sink

Dr. Donna D. Alexander

Mrs. Diane D. Barrett

Mr. and Mrs. Richard A. Brenner

Mrs. Barbara F. Chatham

Dr. and Mrs. Elms L. Allen

Mrs. Hilda S. Barry

Mr. and Mrs. Paul Briggs

Mr. and Mrs. Gerald L. Chrisco

Dr. Laura Allen and Mr. Jeff Allen

Mr. Marshall B Bass

Mr. and Mrs. Douglas E. Broadway

Mrs. Hessie Church

Ms. Gayle N. Anderson

Mr. Stephen P. Batchelor

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

Mr. and Mrs. Robert C. Clark

Dr. and Mrs. Stephen G. Anderson

Dr. and Mrs. Edward S. Beason

Dr. Helen H. Bryngelson

Mr. George M. Cleland III

Mr. and Mrs. John Appel

Mrs. Barbara C. Beattie

Mr. John D. Budd

Mr. and Mrs. Michael L. Clements

Dr. and Mrs. Donald L. Armitage

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

Mr. and Mrs. Joseph R. Budd

Mr. D. Elwood Clinard, Jr.

Mr. and Mrs. Jerry Arnold

Mr. Bert L. Bennett, Jr.

Mr. and Mrs. Richard P. Budd

Mrs. Brenda K. Cline

Mrs. Teresa R. Ashburn

Mr. Graham F. Bennett

Mr. Hoan Bui and Ms. Ngoc Nguyen

Mr. and Mrs. John Wayne Clodfelter

Drs. Anthony and Katherine Atala

Mr. and Mrs. James Bennett

Mr. and Mrs. Bill Buitendorp

Mr. and Mrs. Mark Conger

Mrs. Dorothy Atkinson

Ms. Ann Bennett-Phillips

Mr. and Mrs. Charles Norman Bunce

Ms. Michelle M. Cook

Mr. and Mrs. Philip S. Auchincloss

Ms. Sami O. Bills

Dr. Patricia P. Bundy

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

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

Mr. and Mrs. R. Gordon Bingham Mr. and Mrs. William C. Blackburn

The Honorable and Mrs. Richard M. Burr

Mr. and Mrs. Harry Corpening

Ms. Lisa L. Austin

Mr. and Mrs. David L. Cotterill

Mr. and Mrs. Bruce M. Babcock

Dr. Frederick A. Blount

Mr. and Mrs. John W. Burress III

Mr. Noel Lee Dunn and Ms. Mia Celano

Mrs. Donna H. Craige

Ms. Mignon Durham

Mrs. Avolene Badgett

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

Bill and Betty Gray Davis Ms. Rebecca M. Deaton Ms. Tonya R. Deem 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 Ms. Brenda B. Diggs Mr. and Mrs. Daniel W. Donahue Mr. and Mrs. Bruce Downing Ms. Grace Draman Mr. and Mrs. Dale E. Driscoll Mr. and Mrs. Frank E. Driscoll Dr. and Mrs. Charles H. Duckett Ms. Nancy W. Dunn

Funds & Donors

[ 67 ]


Legacy Society Members, continued Mrs. John T. Eagan, Jr.

Mr. William T. Goodson

Leonard Herring

Mr. and Mrs. James C. Kennedy

Mr. and Mrs. Parker Maddrey

Mr. Joseph William Edwards

Mr. and Mrs. Robert F. Goodwin

Mr. and Mrs. Michael C. Hetrick

Mr. and Mrs. Truman T. Kiger

Mr. and Mrs. John Mann

Mr. Fred G. Eidson

Mrs. Bryce Gordon

Ms. Emily Millis Hiatt

Mr. and Mrs. John M. King

Ms. Debbie Marshall

Mr. and Mrs. James L. Einstein

Mr. James Gore

Mr. and Mrs. Tommy L. Hickman

Ms. Katie King

Mr. and Mrs. James E. Martin

Mr. and Mrs. Barry Eisenberg

Ms. Natasha Gore

Mr. Hardin P. Higgins

Ms. Marylynn G. King

Mr. David P. Masich

Mrs. Margie Eller

Dr. Louis N. Gottlieb

Margaret V. Hill

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

Dr. and Mrs. K. Frank McCain

Ms. Kay Endriss

Mr. and Mrs. Richard A. Gottlieb

Mr. David W. Hill

Mr. M. Carlyle Kinlaw, Jr.

Dr. and Mrs. William McCall, Jr.

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

Mr. Vergil H. Gough

Mr. and Mrs. J. Glenn Hilton

Mr. and Mrs. William A. Knott

Dr. Bruce R. McCune

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

Mr. and Mrs. Bernard Gray

Ms. Margaret Ann Hofler

Ms. Joyce Kohfeldt

Mrs. Nancy D. McGlothlin

Mr. Alexander C. Ewing

Mrs. J.T. Greene, Jr.

Mrs. William F. Hohman

Dr. and Mrs. L. Andrew Koman

Dr. Timothy W. McGowen

Dr. and Mrs. John C. Faris

Mrs. Elizabeth Lovett Grover

Mrs. Barbara Wall Holcomb

Dr. and Mrs. Thomas J. Koontz

Dr. W. Frederick McGuirt

Ms. Heather Fearnbach

Dr. Caryl Guth

Mr. and Mrs. Robert A. Hoover

Bill and Ava Koronis

Mr. and Mrs. Thomas Ray McKinney

Ms. Marlene P. Flinchum

Dr. and Mrs. Paul P. Gwyn

Drs. Judith and Marbry Hopkins

Mr. and Mrs. Arnold N. Lakey

Mr. and Mrs. John B. McKinnon

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

Ms. Marcia A. Hagerty

Mrs. Edmund B. Hopkins

Ms. Janet Cord Lambert

Ms. Sally R. McLeod

Mr. Gary Flower

Mrs. William N. Hailey

Mr. and Mrs. Billy Hunt

Mr. and Mrs. Donny C. Lambeth

Mr. and Mrs. J. Frank McNair IV

Mr. and Mrs. Donald F. Folger

Kelley and Drew Hancock

Mr. and Mrs. Judd Hunt

Mr. James A. Hancock, Jr.

Mr. and Mrs. Allie Hutchison

Mr. James Lambie and Ms. Lisbeth Evans

Mr. and Mrs. William L. McSwain

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

Mrs. John G. Medlin, Jr.

Dr. and Mrs. William E. Means

Mrs. Andrea P. Fox

Mr. and Mrs. Richard D. Hancock

Mr. and Mrs. David A. Irvin

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

Mr. and Mrs. John C. Fox

Mrs. Charlotte M. Hanes

Dr. Nathaniel Irvin II

Mr. and Mrs. Terry D. Lefler

Mr. and Mrs. Danny J. Mendenhall Mr. and Mrs. John Merritt

Mr. and Mrs. W. H. Fox

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

Dr. and Mrs. Francis M. James III

The Honorable Molly Leight

Dr. and Ms. Larry W. Freeman

Ms. Jane Craig Hanes

Ms. Mary Jamis

Mr. and Mrs. Douglas R. Lewis

Ms. Jean M. Messick Ms. Melanie Micale Mr. and Mrs. John E. Mickey

Mr. David W. Fuller

Ms. Susan F. Harris

Dr. and Mrs. Richard Janeway

Ms. Nancy C. Lide

Mr. Benjamin F. Fulton

Mr. and Mrs. John Harrison

Mr. Ian Jankelowitz

Mr. and Mrs. Joel C. Lineback

Dr. Henry S. Miller, Jr.

Mr. Paul Fulton, Jr.

Mr. and Mrs. Paul D. Harrison

Mr. and Mrs. Harry Jarman

Mr. and Mrs. Joe Lineberry

Mrs. James A. Fyock

Ms. Virginia S. Hart

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

Mr. and Mrs. Stanley Lineberry

Mrs. Barbara B. Millhouse

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

Mr. and Mrs. Dennis G. Hatchell

Mrs. Florinda C. Johnson

Mr. James E. Lippard

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

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

Mr. and Mrs. Charles H. Hauser

Ms. Joia M. Johnson

Ms. Adrienne Amos Livengood

Mr. William B. Millis Mr. and Mrs. Neal Millsaps

Ms. Kathryn W. Garner

Mr. and Mrs. Sam Hauser

Dr. and Mrs. Peter C. Johnson

Dr. and Mrs. Dan S. Locklair

Mr. Harold R. Garrison

Mr. and Mrs. Steve J. Hawkins

Ms. Terry Johnson

Mr. Joseph P. Logan

Mr. Richard G. Mock Ms. Ellen N. Monahan Mr. Chester A. Montgomery

Mr. and Mrs. John L. W. Garrou

Mr. Peter E. Hawley

Ms. Beverly Johnston

Mr. and Mrs. Ernest V. Logemann

Mr. and Mrs. John E. Gehring

Mr. and Mrs. Fred W. Hege

Mr. James W. Johnston

Mrs. Curtis E. Long

Dr. William G. Montgomery

Mr. and Mrs. Scott Gerding

Dr. and Mrs. Eugene R. Heise

Mr. and Mrs. Scott D. Jones

Mr. and Mrs. William Longyard

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

Mr. Charles R. Hemrick

Mrs. R. William Joyce

Mr. and Mrs. Frank K. Lord III

Mr. and Mrs. Morris L. Moore

Dr. and Mrs. Samuel T. Gladding

Ms. Frances S. Hendrix

Ms. Lucy Kaplan

Mrs. Carolin Lowy

Mr. and Mrs. Timothy R. Moore

Mrs. Jean Abell Glass

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

Ms. Annette P. Lynch

Mr. and Mrs. David R. Morgan

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

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

Mrs. J. Lee Keiger, Jr.

Ms. Patti Ann Lynch

Mr. and Mrs. Steven C. Morgan

Mr. and Mrs. Thomas O. Goodson

Mr. M. N. Hennessee

Mr. and Mrs. Stanhope A. Kelly

Mr. and Mrs. E. Erwin Maddrey II

Mr. and Mrs. Daniel N. Moury


Legacy Society Members, continued Mr. and Mrs. Walter V. Murray

Dr. and Mrs. Wesley F. Phillips

Mr. and Mrs. Andrew J. Schindler

Mrs. Janet T. Thompson

Mr. and Mrs. Paul M. Wiles

Mrs. Adeen T. Myers Mr. and Mrs. Marty Myers

Mr. Emerson Walter Pitts, Jr.

Dr. and Mrs. Robert P. Schwartz

Mr. and Mrs. Stephen A. Thornton

Mr. and Mrs. Joseph Wilhem

Ms. Ruth F. Pitts

Mr. Rick Seamon

Mr. Charles D. Tomlinson

Mr. and Mrs. Arthur T. Williams III

David L. Neal and Jennifer Weaver

Mr. and Mrs. C. Edward Pleasants

Ms. Rebecca Ann Sebastian

Mr. F. N. Tomlinson, Jr.

Ms. Cynthia A. Williams

Mr. and Mrs. David B. Neal

Mr. Dale S. Seibert

Dr. and Mrs. James F. Toole

Mrs. Linda C. Williams

Mr. and Mrs. Lucian H. Neal

Mr. Graydon Pleasants and Ms. Margaret Scales

Ms. Marion H. Sekerak

Mrs. Virginia B. Trivette

Mr. Stephen T. Williams

Mr. Stephen L. Neal

Ms. Nancy T. Pleasants

Mrs. Jacqueline Shelton

Mrs. Louvenia Cox Tucker

Mr. and Mrs. B.J. Willingham

Mr. and Mrs. T. David Neill

Mrs. Richard E. Pope

Mr. and Mrs. John Sherrill

Ms. Frances Porter

Ms. Faye W. Simmons

Mr. Jay Turner and Ms. Tonya Deem

Mr. and Mrs. John W. Willingham

Mr. and Mrs. Fred W. Nordenholz Mr. and Mrs. Christoph Nostitz

Mr. Billy D. Prim

Mr. and Mrs. Paul Sinal

Mr. and Mrs. John L. Turner

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

Mr. Chester T. Nuttall, Jr.

Mr. J. Timothy Prout

Ms. Cynthia Skaar

Claire and Randall S. Tuttle

Mr. R. M. Wilson

Ms. Sylvia Oberle

Mr. Grady R. Pulliam III

Mr. Willis Slane and Dr. Caroline Chiles

Mr. and Mrs. David C. Twine

Mr. and Mrs. William T. Wilson III

Dr. and Mrs. David Reese O’Brien, Jr.

Mr. and Mrs. Clifford Alan Purcell

Mr. and Mrs. Archie Smith

Mr. and Mrs. Harry B. Underwood II

Ms. Betty S. Winslow

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

Mrs. Elizabeth L. Quick

Mrs. Richard G. Smith, Jr.

Ms. Margaret M. Urquhart

Mr. and Mrs. Steve Wohlford

Mr. and Mrs. Kevin W. Oliver

Mr. and Mrs. H. Chris Ramm

Mr. James N. Smoak

Mr. Robert W. Van Camp

Mr. and Mrs. Harry H. Wolfe

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

Dr. Dariel L. Rathmell

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

Mrs. Deborah H. Vaughan

Dr. and Mrs. John R. Wolfe

Ms. Katherine W. Otterbourg

Mr. and Mrs. Edward Lee Raymer

Mr. and Mrs. James Y. Spencer

Ms. Patricia A. Vaughn

Mrs. Rochelle Wolfe

Mr. and Mrs. Willis H. Overby

Mr. James K. Reaves, Jr.

Ms. Betsy Spencer

Mr. and Mrs. Robert C. Vaughn, Jr.

Mrs. Allan Hollan Womble

Ms. Barbara M. Page

Mr. Harry L. Reavis

Dr. Susan K. Stephens

Dr. and Mrs. Ramon Velez

Mrs. Calder W. Womble

Mr. Craven B. Page

Mr. and Mrs. John Reilly

Mrs. Robert H. Stevenson

Mr. and Mrs. Michael B. Wall

Mr. John V. Pappas

Mr. and Mrs. Jon R. Reynolds

Mr. John E. Stewart

Ms. Susan B. Wall

Mr. Ralph Womble and Ms. Ashley Edwards

Mrs. Dwight E. Pardue

Mr. and Mrs. Patrick Riazzi

Mrs. Jean J. Stivers

Mr. Hans Wanders

Mr. and Mrs. Selbert M. Wood, Jr.

Dr. and Mrs. John S. Parks

Dr. and Mrs. David G. Rice

Mr. Richard Stockton

Mr. and Mrs. Galen Ward

Mr. and Mrs. D. Lee Woodard

Mr. Christopher A. Parr

Mr. and Mrs. Thomas B. Rice III

Mr. and Mrs. Thomas J. Stopyra

Mr. and Mrs. John F. Ward

Dr. and Mrs. Richard C. Worf

Rev. and Mrs. Nathan E. Parrish

Mr. Clay V. Ring, Jr.

Mrs. Janice K. Story

Ms. Shirley S. Ward

Mrs. Hal G. Worley

Dr. and Mrs. Eugene H. Paschold

Mr. Toby W. Robertson

Mr. Bryan D. Yates

Dr. John Patrick and Dr. Dominique Patrick

Mrs. Eugene Rossitch

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

Mr. Joseph Washington Mr. and Mrs. William R. Watson

Ms. JoAnn Yates

Mr. and Mrs. Charles Rotgin, Jr.

Mr. and Mrs. Richard L. Sullivan

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

Ms. Megan McSwain Yeatts

Ms. Julie J. Pearce

Dr. and Mrs. Michael H. Rubin

Mrs. John J. Sutton, Jr.

Mr. and Mrs. Arthur G. Weber

Mr. and Mrs. Karl F. Yena

Mr. and Mrs. G. Clifton Pennell

Mr. and Mrs. Tom Rucker

Dr. Charles V. Taft

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

Mrs. Francis F. Willingham

Ms. Brenda B. Penney

Mr. and Mrs. C. Guy Rudisill III

Dr. and Mrs. David H. Tate

Dr. Glenda Weber and Mr. Wayne Weber

Abbie and Francis Pepper, Jr.

Ms. Avon Ruffin

Mrs. Margaret Taylor

Mr. and Mrs. Dennis H. Webster

Mr. and Mrs. Charles Jeffrey Young

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

Mr. Dalton D. Ruffin

Ms. Marguerite B. Taylor

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

Ms. Mildred D. Young

Mr. and Mrs. Tony W. Petree

Ms. Karen Sanders

Ms. Rebecca M. Tesh

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

Mr. and Mrs. Ronnie Young Mrs. Ursula Young Mr. and Mrs. Yasser Youssef

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

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

Mr. and Mrs. William Thomas Tessien

Mr. and Mrs. Joe Wheliss

Mr. and Mrs. Ross D. Pfeiffer

Dr. and Mrs. Daniel G. Sayers

Ms. Sylvia Theriault

Mr. and Mrs. Joseph Wiegel

Dr. and Mrs. John B. R. Thomas

Mr. and Mrs. Scott F. Wierman

Mr. and Mrs. Stephen F. Phelps

Michelle and Alex Schenker

Dr. and Mrs. Benjamin F. Young

Funds & Donors

[ 69 ]


Donors to Flexible Funds Both the Foundation and the community are grateful for these 2016 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 2016 donors to other named funds, please visit our website at wsfoundation.org/2016donors

VISIONARIES

BENEFACTORS

SUSTAINERS

$20,000 AND ABOVE

$10,000 – $19,999

$5,000 – $9,999

Estate of Henry M. Carter

Estate of William W. Avera

Anonymous

George Franklin Davis CLAT

The Senah C. & C.A. Kent Foundation

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

Margaret W. Parker Charitable Lead Unitrust

Mr. Noel Lee Dunn and Ms. Mia Celano

L. Gordon Pfefferkorn, Jr.

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

Ms. Joyce Kohfeldt

Mr. and Mrs. C. Edward Pleasants

Dr. and Mrs. Thomas O’Neill

Adrian R. Shore IRA

Mr. Clay V. Ring, Jr.

Estate of Pamela Westrick

United Way of Forsyth County

Estate of Elaine D. Dowdell Mr. Vergil H. Gough Estate of Frank B. Hanes, Sr. Estate of Margaret V. Hill

A. Tab Williams Charitable Lead Annuity Trust

Mr. and Mrs. Richard N. Davis

J.P. Rider Charitable Remainder Trust Leslie R. and Robert E. Warhover Advised Fund Ms. Ann Willis Mrs. Calder W. Womble

ADVOCATES $1,000 – $4,999

Mr. and Mrs. John W. Burress III

Mr. and Mrs. Scott Gerding

The Honorable Molly Leight

Ann Lewallen Spencer Fund

Mrs. Rhea Carter

Mr. and Mrs. Thomas O. Goodson

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

Ms. Nancy S. Spencer

Dr. David Albertson and Dr. Liz Albertson

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

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

Mercedes-Benz of Winston-Salem

The Strickland Family Foundation

Mr. George M. Cleland III

Ms. Judith B. Halverson

Mr. and Mrs. Lucian H. Neal

Mr. and Mrs. David L. Cotterill

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

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

Ludy M. Strother Charitable Lead Annuity Trust

Dr. and Mrs. James P. Dickerson

Mr. and Mrs. Charles H. Hauser

Mr. and Mrs. Michael A. Trawick

Dr. and Mrs. David H. Allen Dr. and Mrs. Elms L. Allen Anonymous (2) Mr. and Mrs. John Appel Dr. and Mrs. Guy Arcuri Ms. Lucy F. Armfield Mr. and Mrs. William P. Baldridge Dr. and Mrs. Edward S. Beason Mr. and Mrs. Henry M. Booke Dr. and Mrs. Malcolm Brown

Dr. and Mrs. James F. Toole

Mrs. Douglas Dillard

Mr. and Mrs. Tommy L. Hickman

Mr. Graydon Pleasants and Ms. Margaret Scales

Mrs. Graham P. Dozier III

Dr. and Mrs. Francis M. James III

Mr. and Mrs. Edwin Robins

Claire and Randall S. Tuttle

Mr. and Mrs. Dale E. Driscoll

Mr. and Mrs. Gordon W. Jenkins

Mr. and Mrs. Richard O. Rogers III

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

Mr. and Mrs. Frank E. Driscoll

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

Salemtowne

Mr. John C. Whitaker, Jr.

Mr. and Mrs. Barry Eisenberg

Mr. and Mrs. Stanhope A. Kelly

Mr. and Mrs. Andrew J. Schindler

Mr. and Mrs. Paul M. Wiles

Mr. Paul Fulton, Jr.

The Mortimer and Barbara Klaus Family Foundation

Mr. Dale S. Seibert

Mr. and Mrs. John W. Willingham

Mr. and Mrs. G. Dee Smith

Mr. and Mrs. H. Vernon Winters

Ms. Linda D. Garrou

*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.

[ 70 ]

The Winston-Salem Foundation annual report


Donors to Flexible Funds, continued

SUPPORTERS $500 – $999

PHILANTHROPISTS UP TO $500

Bill and Betty Gray Davis

Ms. Anne S. Howell

Martin and Donna G. Rader

Mr. and Mrs. James W. Douglas

John and Patricia Hunter

Mr. and Mrs. George A. Ragland

Anonymous

Mr. Azeez A. Aileru

Ms. Nancy W. Dunn

Immedia Print

Ramey, Inc.

Ms. Amy P. Barnhardt

Mr. and Mrs. Miller Allen

Mr. and Mrs. Robert L. Edwards

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

Ms. Silvia Ramos

Mr. Graham F. Bennett

Ms. Betsy Annese

Mrs. Aurelia Eller

Dr. and Mrs. Ali Jarrahi

Mr. and Mrs. Edward Lee Raymer

Mr. and Mrs. R. Gordon Bingham

Anonymous

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

Mr. and Mrs. Douglas S. Jones

Mr. and Mrs. Patrick J. Rearden

Mr. M. Campbell Cawood

Mr. and Mrs. James W. Armentrout

Mr. and Mrs. Ronald K. Embry

Ms. Sherry A. Kellett

Ms. Joan E. Reid

Dr. and Mrs. Joseph B. Dudley

Anne and Bill Arnold

Drs. Rick and Megan Erickson

Mr. and Mrs. William A. Knott

Mr. and Mrs. David F. Rowell

James E. Gay

Dr. and Mrs. Philip R. Aronson

Ms. Brenda K. Evans

Ms. Jo Ann Kyslinger

Mr. and Mrs. John L. Ruffin

Mr. and Mrs. J. F. Goins III

Mr. and Mrs. Doug Atkinson

Mrs. John H. Felts

Ms. Judy Lambeth

Mr. and Mrs. William W. Shaw

Kelley and Drew Hancock

Mr. and Mrs. Bruce M. Babcock

Ms. Gene Foster

Mr. and Mrs. Charles S. Baldwin III

Mr. and Mrs. Jerry Francis

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

Mr. Haskell Shelton

Mr. and Mrs. James G. Hanes III Mr. and Mrs. John Harrison

Mr. Bobby Bennett

Ms. Cici Fulton

Ms. Trisha Lester

Amy K. Smith and Kenny Smith

Dennis and Marge Hatchell Charitable Gift Fund

Bethlehem Community Center

Mr. and Mrs. John G. Gallins

Mr. James E. Lippard

Ms. Anna M. Smith

Ms. Becky Bowen, J.D.

Mr. and Mrs. Richard D. Hensel

Ms. Anne Garvey

Ms. Martha Logemann

Ms. Mildred F. Southern

Mr. John B. Brady

Ms. Emmie Long

Mr. and Mrs. Benjamin K. Hodge

Ms. Barbara F. Gerhard

Mr. R. Arthur Spaugh

Dr. Allison Brashear

Integrated Solutions International

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

Ms. Annette P. Lynch

Mrs. Elizabeth N. Sugg

Mr. and Mrs. Timothy P. Brooker

Mr. Chris Lyon

Dr. David L. Kelly, Jr.

Mrs. John R. Surratt

Mr. Coy C. Carpenter, Jr.

Mr. and Mrs. William A. Goodson III

Mr. and Mrs. James E. Martin

Dr. Rogan Kersh and Ms. Sara Pesek

Mr. and Mrs. J. Kenneth Torreyson

Ms. Jo Ellen Carson

Dr. Louis N. Gottlieb

Ms. Carolyn McBride

Mr. and Mrs. Jeffrey Lawyer

Mr. and Mrs. David C. Twine

Mr. and Mrs. Jere Carter

Mr. J. Conrad Graham

Mr. and Mrs. David McBride

Ms. Debbie Marshall

Mrs. Charles F. Vance, Jr.

Ms. Peggy Carter

Mr. and Mrs. Bernard Gray

Dr. and Mrs. William McCall, Jr.

Ms. Davida W. Martin

Mr. and Mrs. Stuart F. Vaughn

Mr. M. Campbell Cawood

Dr. and Mrs. Gary M. Green

Dr. James A. McCool

Mr. and Mrs. T. David Neill

Ms. Jewel Cherry

Mr. and Mrs. Thomas W. Griffin

Mrs. Grover C. McNair, Jr.

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

Or Zarua Fund

Mr. Charles Ciccotti

Mr. and Mrs. Edward W. Griggs

Mr. and Mrs. Dennis W. McNames

Ms. Leila L. Warren

Mr. Kevin Piotrowicz

Mr. and Mrs. Terry A. Clark

Mr. Michael D. Gunter

Dr. and Mrs. J. Wayne Meredith

Mr. Charles Watson

Mr. W. David Shannon

Mr. and Mrs. Ronald J. Clein

Mr. Jonathan D. Halsey

Ms. Ellen N. Monahan

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

Mr. Willis Slane and Dr. Caroline Chiles

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

Mr. James A. Hancock, Jr.

Kenneth F. Mountcastle

Ms. Meridith C. Whitaker

Mr. and Mrs. John Curtis

Mr. Kenneth A. Hardy

Dr. and Mrs. John R. Mountjoy

Mr. and Mrs. J. Tracy Wilkerson

CustomInk LLC

Ms. Regina Harmon

Mr. and Mrs. Michael Newman

Mr. Andrew Tony Williamson

Mr. and Mrs. Ralph D’Agostino

Mr. Joseph C. Hedgpeth

Mr. Derwick Paige

Mr. John G. Williard

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

Mr. M. N. Hennessee

Mrs. John Stephen Parks

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

Erna and Bill Womble, Jr.

Mr. and Mrs. Jon M. Daly

Mrs. William F. Hohman

Mr. and Mrs. Charles C. Patton

Mr. and Mrs. William T. Wilson III

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

Mr. and Mrs. John W. Davis III

Mr. and Mrs. Greg Hoover

Ms. Susan Pfefferkorn

Mr. John G. Wolfe III

Mr. and Mrs. John W. Davis

Mr. and Mrs. C. Royce Hough

Mr. and Mrs. Clifford Alan Purcell

Ms. Latonya Wright

Mr. Hans Wanders Mr. and Mrs. Scott F. Wierman Winston-Salem Chamber of Commerce

Mr. and Mrs. J. Todd Slate

Funds & Donors

[ 71 ]


Financial Overview Combined Statements of Assets, Liabilities, and Net Assets (Modified Cash Basis)—Dec. 31, 2016 and 2015 ASSETS

2016

2015

Cash and cash equivalents

$ 22,619,312

$ 17,371,326

Securities

363,215,036

304,989,714

535,757

675,718

Student loans receivable Notes receivable

465,000

465,000

18,904,750

18,462,530

Assets held in trust—real estate

4,016,275

4,052,275

Building, improvements, and equipment

1,257,743

1,244,497

Split interest assets held in trust (Note 1)

42,716,931

39,791,977

Investment in partnerships

Other assets

1,144,917

1,172,570

Total assets

$ 454,875,721

$ 388,225,607

Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $25,646,789 and $24,387,489 as of December 31, 2016 and 2015, 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 $1,898,607 and $1,876,395 at December 31, 2016 and 2015, respectively.

[ 72 ]

The Winston-Salem Foundation annual report

LIABILITIES AND NET ASSETS

2016

2015

LIABILITIES Amounts withheld from employees

$ 2,228

$ 4,423

Agency deposits

834,152

1,224,723

Split interest assets held in trust (Note 1) Total liabilities

42,716,931

39,791,977

$ 43,553,311

$ 41,021,123

UNRESTRICTED NET ASSETS Discretionary

$ 33,082,140

$ 33,109,740

Field of interest

30,397,880

29,344,631

Scholarship

23,555,307

22,226,811

Student loan Donor advised

624,930

852,845

200,955,601

143,531,324

Donor designated

93,885,393

91,074,086

Agency endowments (Note 2)

20,789,299

19,486,509

Real estate

3,566,141

3,566,141

Administrative

4,465,719

4,012,397

$ 411,322,410

$ 347,204,484

Total net assets

COMMITMENTS (See Note 3) Total liabilities and net assets

$ 454,875,721

$ 388,225,607


These financials represent information for The Winston-Salem Foundation and do not include the consolidation of a supporting organization, The Millennium Fund. If you would like a complete copy of the 2016 audited financial statements, please visit our website at wsfoundation.org.

Combined Statements of Receipts, Disbursements, and Changes in Net Assets (Modified Cash Basis)—years ended Dec. 31, 2016 and 2015 CHANGE IN NET ASSETS

2016

361

2015

289

Interest, dividends, and other investment income

245

$ 87,466,466

$ 36,679,288

4,976,333

5,981,897

Other receipts

62,086

68,373

Total receipts

$ 92,504,885

$ 42,729,558

385

388

’14

’15

310

300

RECEIPTS Donations and bequests

455

Total Assets (in millions)

269

277

’10

’11

211

DISBURSEMENTS Grants

$ 38,467,988

$ 26,562,296

Executive office operations

3,550,178

3,242,783

Trustee banks’ and investment management fees

1,018,237

940,736

Brokerage fees

46,495

29,770

Other disbursements

107,248

168,300

43,190,146

30,943,885

Receipts over disbursements before net realized and unrealized gains (losses)

$ 49,314,739

$ 11,785,673

Net realized and unrealized gains (losses)

$ 14,803,187

($ 6,583,083)

Increase in net assets

$ 64,117,926

$ 5,202,590

Total disbursements

2016

2015

Beginning of year

NET ASSETS

$ 347,204,484

$ 342,001,894

End of year

$ 411,322,410

$ 347,204,484

’06

’07

’08

’09

’12

’13

Total Grants Paid (in millions) 31

38

31 25

24 17

’06

’16

’07

’08

’09

19

’10

21

20

21

’11

’12

’13

’14

27

’15

’16

Financial Overview

[ 73 ]


The Winston-Salem Foundation Committee The community foundation concept that Colonel Francis Fries brought to WinstonSalem 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 Chair

Tommy Hickman Vice Chair

President and Chief Executive Officer Piedmont Triad Partnership

Retired Senior Vice President R.J. Reynolds Tobacco Company

Randall S. Tuttle Treasurer

Linda Garrou Secretary

Founder and Partner Trade Street Capital Partners

Former N.C. State Senator

Alison Ashe-Card

Dr. Gary Green

Ray Hand

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

President Forsyth Technical Community College

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

M. Carlyle Kinlaw, Jr., CFA

Davida W. Martin

Dr. John D. McConnell

Senior Financial Advisor Merrill Lynch

Forsyth County Attorney

Chief Executive Officer Emeritus Wake Forest Baptist Medical Center

Retired Senior Vice President Bank of America

[ 74 ]

Executive Director and Chair Wake Forest Healthcare Ventures

Silvia Ramos

Mike Wells

H. Vernon Winters

Independent Inclusion Strategist and Diversity Professional

Partner Wells Law, PLLC

Retired Chief Investment Officer Mellon Financial Corporation

The Winston-Salem Foundation annual report


The Winston-Salem Foundation Supporting Committees 2017 COMMUNITY PHILANTHROPY BUILDERS

2017 STUDENT AID COMMITTEE

Kim Stogner, Chair

Brenda Diggs

Ward Miller

Betty Alexander

Brittney Gaspari

Daisy Rodriguez

Marie Arcuri

Ted Goins

Ed Pleasants

Edna Barker

Michelle Greene

Christina Stewart

Allison Brashear

Andrea Jenkins

Virginia Pleasants

Cheryle Belo

Katherine Hoyt

Jane Suitt

Richard Brenner

Gordon Jenkins

Napoleon Richardson

Carmen Caruth

Julie Johnson

Paula Turner

John Burress

Ray Hand

Michael Trawick

Gwenn Clements

Lamar Joyner

Teresa White

Peggy Carter

Lottie Kay

Hayes Wauford

William Collins

Claudia Kennedy

Mildred Wood

Robbie Chandler

Stan Kelly

Mike Wells

Janet Culpepper

Barbara Lancaster

Latonya Wright

Hunter Coords

Kayce King

Betty Gray Davis

Carolyn Matthews

Karl Yena

Artina Dawkins

Debbie Marshall

Nancy Young

2017 GRANTMAKING SUBCOMMITTEE Tommy Hickman, Chair

Francis Rivers Meza Kenneth Pettigrew

Dean Clifford

Silvia Ramos

John McConnell

Kenneth Raymond

Linda Garrou

Mae Rodney

BLACK PHILANTHROPY INITIATIVE 2017 ADVISORY COMMITTEE

THE WOMEN’S FUND OF WINSTON-SALEM 2017 BOARD OF DIRECTORS

YOUTH GRANTMAKERS IN ACTION 2016–2017 PARTICIPANTS

Alison Ashe-Card, Chair

Mary Jamis

Nykiyah Anthony

Elisabeth Holthusen

Elizabeth Jeter

Geneva Banks

Jaylen Jeffreys

Donna Jones

Ricardo Barahona

Coleman Mack

Amy Justice

Ariyana Caldwell

Randall Tuttle

Carlos Mata-Arellano

Vernon Winters

Roger Hyman, Chair

Deidra Gilliard

T.L. Brown, Vice Chair

Cheryl Harry

Michael Frye, Secretary

Robert Leak, III Takeisha Redd

Thailer Buari

Mae Rodney

Artina Dawkins

Twana Roebuck

James DuBose

Eric Sadler

Robin Barksdale Ervin Shawan Gabriel Nicole Gentles

George McLendon

Paula McCoy

Alison Ashe-Card

Alexes Johnson

Lindy H. Ellis James Gallaher

Lamaya Williams, Vice Chair Phyllis Britnell, Secretary

Amy Leander

Briona Cash

Brenia McCloud

Margaret Leinbach, Treasurer

Elizabeth Lees

Andrew Cox

Salma Mendez-Flores

Amy Lytle

Victor Desnoyers

Julian Monell

Melvin Scales

Katherine Acenas

Paige Meltzer

Siearra Emmerson

Joshua Shields

Gregory Turner

Henri Brown

Lisa Purcell

Riley Fisher

Tony Taylor-Reid

Latoya Cheek

Silvia Ramos

Briana Green

Ashanti Williams

Gwenn Clements

Shawn Ricks

Alex Grosswald

Marla Yokeley

Lawren Desai

Gemma Saluta

Claire Griffin

Melody Thomson

Foundation Committees

[ 75 ]


The Winston-Salem Foundation Staff Seated: Todd Slate, Lisa Avinger, Meridith Whitaker, Sandra Fishel-Booth, Leila Warren, Cici Fulton, Lisa Purcell, Anna Ridener, Betty Johnson, Jonathan Halsey Standing: Christina Stewart, Susan Elster, Layla Garms, Annette Lynch, Eric Freeman, Madelyn McCaully, Sabrina Slade, Scott Wierman, Anne Garvey, Dee Matthews, Andrea Hulighan, Brittney Gaspari, Tamisha Keith, Kay Dillon, Edna Barker Not pictured: David Gore, Jo Ann Kyslinger

Lisa Avinger

Manager, Strategic Initiatives

Edna Barker

Student Aid Associate

Brittney Gaspari David Gore

Vice President, Community Investment Director, Information Systems and Technology

Madelyn McCaully Lisa Purcell

Grants Manager Executive Vice President

Kay Dillon

Director, Student Aid

Jonathan Halsey

Director, Philanthropic Services

Anna Ridener

Administrative Associate, Philanthropic Services

Susan Elster

Philanthropic Advisor

Andrea Hulighan

Director, Community Grants

Sabrina Slade

Director, Strategic Initiatives

Sandra Fishel-Booth Eric Freeman Cici Fulton

Program Officer

Betty Johnson

Financial Assistant

Accounting Associate

Tamisha Keith

Donor Relations Officer

Director, Marketing and Communications

Jo Ann Kyslinger

Gifts Processor

Layla Garms

Program Officer

Annette Lynch

Vice President, Advancement

Anne Garvey

Director, Fund Administration and Stewardship

Dee Matthews

Comptroller

[ 76 ]

The Winston-Salem Foundation annual report

Todd Slate Christina Stewart Leila Warren Meridith Whitaker Scott Wierman

Vice President, Finance and Administration Receptionist Executive Assistant Marketing and Communications Manager President


THE BURRESS FAMILY CENTER FOR PHILANTHROPY

Nonprofit organizations and groups are invited to use this collaborative meeting space to learn, connect, and share ideas. The Foundation is pleased to have hosted over 1,000 community meetings in this space since it opened in 2015. For more information on the facility, please visit wsfoundation.org/ meetingspacereservations

design M Creative cover and story photography Christine Rucker additional photography Terri Burke, Kevin Collins, Nicole Gentles, David Reavis, Martin Tucker, Kim Underwood printing Graphic Visual Solutions story writing Betsi Robinson


Investing in our community by making philanthropy and its benefits available to all.

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

facebook.com/winstonsalemfoundation @wsfoundation linkedin.com/company/wsfoundation

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

The Winston-Salem Foundation's 2017 Report to the Community