The Winston-Salem Foundation Annual Report

The Winston~salem Foundation

EXCELLENCE 90 Generosity INTEGRITY inclusion YeaRs

2010 RepoRt to the Community | 2009 AnnuAl RepoRt

Values in Motion What happens is what matters.

A thoughtful community may articulate its good intentions;

Through the daily actions of individuals, groups, and businesses,

a community’s values come to life.

so our forces of goodwill must move, too.

when GeNeROsITy connects with creativity;

it also stirs them into MOTION.

ReAlITy Is AlwAys MOVING,

when INTeGRITy travels boldly in every direction; when excelleNce inspires the best of who we can be; when INclusION brings us together in trust and friendship —

this is how a community becomes better, stronger, and healthier for all.

Building parks and community gardens.

Promoting the arts and shared traditions.

supporting programs that help people overcome life’s challenges.

Helping students fulfill their dreams of attending college.

It takes action to bring values to life.

And it takes people with vision to act upon their values.

Over time, this collective momentum becomes an extraordinary resource.

THe POweR Of VAlues IN MOTION

For all of us, it makes great things happen.

Year in reView

4

stor ies of Values in Mot ion Grants

26

fun d s a n d don or s fin an cia l oVer View

32 54

foun d a t ion coMMit t ees st a ff

8

56

58

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

THe fOuNdATION’s effORTs ARe INsPIRed By fOuR cORe VAlues: GeNeROsITy – To support sharing in all its forms, linking resources with ideas that improve community life.

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

INTeGRITy – To operate with respect, honesty, accountability and fairness to all. excelleNce – To aspire to the highest standards in everything we do.

Message from the President and Committee Chairman

C

OLONEL FRANCIS FRIES established The Winston-Salem Foundation

and vibrant with extraordinary goodwill and a belief that we can always

in 1919 with a $1,000 contribution. Ninety years later, your commu-

improve upon where we are today.

nity foundation ended 2009 with $244 million in assets, and with more than

By honoring our rich philanthropic history, we also embrace the exciting

1,200 funds established by charitable individuals, families, businesses, and

and diverse path that lies ahead for all of us. We believe our community’s future

community organizations— a legacy of great growth.

to be bright, and the Foundation is most excited to be moving ahead with you.

In 2009 the Foundation made more than $17 million in charitable grants —$2 million of which were directed to our Community Grantmaking program. These Community Grants provide funding assistance for local programs that have positive long-term impacts on our community— in far-ranging areas including education, the arts, health, and human services.

The Foundation’s Student Aid program has helped local college-bound students since the Leo Caldwell Fund was established in 1923 in memory of a local student athlete who died in a high school football game. In the 2009-2010 school year, the Foundation hit a financial aid milestone — making 546 awards totaling more than $1 million in grants, scholarships, and low-interest loans!

Today, just as in 1919, the Foundation serves as a channel, not only for extraordinary generosity, but also for the time and talents of local people and organizations committed to many important causes.

In this 2010 Report to the Community we celebrate only a few of the hundreds of stories of donors, community nonprofits and initiatives that have made this community the special place that it is today. As you will see, these stories also reflect the Foundation’s core values of generosity, inclusion, integrity, and excellence.

As you interact with individuals and organizations throughout our community, we’d like you to keep in mind how these values are constantly in motion, making Winston-Salem, Forsyth County, and our region alive

Scott F. Wierman, President The Winston-Salem Foundation

Paul M. Wiles, Chairman The Winston-Salem Foundation Committee

yeAR IN ReVIew

Year in review 2010 community luncheon celeBRATING 90 yeARs Of VAlues IN MOTION was the theme for

the Foundation’s 2010 Community Luncheon in May, which was attended by a large and enthusiastic crowd of more than 800 community members.

The luncheon program kicked off with rhythmic drum and guitar performances by performers from the Hispanic Arts Initiative. Speakers for the 90th anniversary celebration included current and past Foundation Committee members, leaders from Winston-Salem’s nonprofit community, as well as Foundation donors — all encouraging those in attendance to increase their involvement with both the Foundation and the community by sharing their time, talents, and treasures to make this a better community for all.

Performers from the Hispanic Arts Initiative

The audience learned of the many contributions made to our community by Doug Lewis, the recipient of the 2010 Winston-Salem Foundation

As a special commemoration of our

Award. The 2010 ECHO Awards were also announced and presented to

90th year, the Foundation shared eight

five recipients with very different missions, yet all sharing social capital-

videos highlighting three donors, three

building as a common thread.

Community Grant recipients and two Foundation initiatives that have and will continue to make positive impacts in our community. These stories can also be found in written version in the “Stories of Values in Motion” section in this report.

The Foundation sincerely appreciates the 48 generous sponsoring organizations that helped make this special community event possible, and we look forward to the next Community Luncheon to be held in the spring of 2011.

Community members enjoy lunch before the program.

Former Foundation Committee member John Medlin

The Winston-Salem Foundation Award

The ECHO Awards, established in 2001 and presented annually at the

FIRST BESTOWED in 1996, The

Community Luncheon, honor individuals or groups that are connecting

Winston-Salem Foundation Award

and building trust among people. ECHO (Everyone Can Help Out) Award

is given to individuals who have

recipients have been “caught in the act” of creating social capital by building

demonstrated the Foundation’s

trusting connections among people — making our community safer, stron-

values of generosity, excellence,

ger and more understanding.

inclusion, and integrity in a Douglas R. Lewis, recipient of The WinstonSalem Foundation Award

ECHO Awards

The 2010 ECHO Awards were presented to: Nathan Ross Freeman

community activity or on behalf

and Lynn Rhoades for co-founding Authoring Action; Clark Harper for

of a community organization.

developing the Event-O-Rama Web site; Sue Kent for coordinating diverse

The 2010 Winston-Salem Foundation Award, the Foundation’s

Habitat for Humanity builds; Seeds of Love for Errol for building community in the Washington Park neighborhood; and Winston-Salem State

highest honor, was awarded to Douglas R. Lewis at the Community Luncheon

University Black Men for Change for their volunteer leadership in the

in May. Doug has spearheaded two large-scale projects that have the ability to

community.

substantially change the face and heart of Winston-Salem. First, he provided strong

Award winners were selected by a committee representing the Foundation,

leadership in the recent redevelopment of the Southeast Gateway area, resulting in

the ECHO Council, and the community-at-large, and each received $1,000

new residential and mixed-use development and improved connectors with public

to grant to a nonprofit of their choice.

greenways and park land. He is also focusing his time on a current opportunity to redesign the bridges that cross US-52 and I-40 downtown in order to reunite the city—in both physical and spiritual terms. He has helped create a new nonprofit organization, the Creative Corridors Coalition, to make this dream a reality.

Also instrumental in the development of SECCA, the Sawtooth Center, and the Stevens Center facilities, Doug has served on many local boards and committees, including those for Old Salem, The Special Children’s School, Winston-Salem Urban League, and Wake Forest University, just to name a few.

Doug was selected by a committee comprised of members of various Foundation committees as well as the community-at-large. With the $10,000 grant award that he received, Doug has designated $8,000 to the Creative Corridors Coalition, $1,000 to Leadership Winston-Salem, and $1,000 to

2010 ECHO Award Recipients

Goler Community Development Corporation. the winston-salem foundation annual report

O v er v iew [ 4 – 5 ]

yeAR IN ReVIew

leadership initiatives THe fOuNdATION suPPORTs INITIATIVes with diverse groups in order to expand philanthropy among individuals in our community.

Black Philanthropy Initiative THe BlAck PHIlANTHROPy INITIATIVe (BPI) seeks to build philan-

thropic relationships with the African-American community by expanding models of charitable giving through education and engagement.

Led by a group of African-American volunteers, BPI established the Black Philanthropy Fund to support issues that impact the African-American community, with a special focus on education, financial literacy, and parenting and life skills training.

In February 2010, BPI awarded grants totaling $17,500 in the second annual grant cycle of the Black Philanthropy Fund. Grants were awarded to four local nonprofit organizations for programming that

Women’s Fund grants committee member Gwenn Clements presents grant award to Sylvia Oberle of Habitat for Humanity.

addressed BPI’s selected 2009 focus area of financial literacy.

BPI will kick off its third grant cycle in late

sINce ITs INcePTION IN 2006, this diverse group of nearly 800

summer 2010 by

women and girls has awarded nearly a half million dollars to organizations

requesting propos-

working to improve the lives of women and girls in our community.

als for program-

Representatives from four grantee organizations—Consumer Credit Counseling Services of Forsyth County, Darryl Hunt Project for Freedom and Justice, Family Services/Head Start, and Grace Presbyterian Church—at the February 2010 BPI grants announcement

The women’s fund of winston-salem

In November 2009 The Women’s Fund held its fourth annual

ming focusing on

awards luncheon, an important event to announce the Fund’s 2009

parenting skills

grantees and connect a community of female donors and supporters

development

to issues that impact women and girls. Wake Forest University Provost

in the African-

Jill Tiefenthaler served as the keynote speaker, sharing her thoughts

American com-

on “The Differences Made by Women and Girls,” with reflections on

munity. Grant

the current economic status of American women as well as the collec-

recipients will

tive assets that women can leverage to make a difference. More than

be announced in

$162,000 in grants to 11 nonprofit organizations were also announced.

early 2011.

The Women’s Fund’s 2010 grant recipients will be announced at their fifth anniversary luncheon to be held in November 2010.

[6–7] OVeRVIew

the winston-salem foundation annual report

In April 2010, the Women’s Fund released a groundbreaking report:

process. In 2010, YGA made four grants totaling $1,535 to groups of

Through a Gender Lens: The Economic Security of Women and Girls in

youth who: raised breast cancer awareness and encouraged students to join

Forsyth County, the first research of its kind to focus specifically on

a high school Race for the Cure team; prepared meals for families staying

the economic circumstances of women in Forsyth County. The com-

at the Ronald McDonald House; purchased school supplies for a youth-

plete report as well as historical grant listings may be accessed on The

led elementary school mentoring program; and organized a dedication

Women’s Fund’s Web site at www.womensfundws.org.

ceremony for a youth-built Habitat for Humanity house.

youth Grantmakers in Action yOuTH GRANTMAkeRs IN AcTION (yGA) is a diverse group of

teenagers who work together to develop guidelines, solicit proposals, and make grants to youth-led projects in Forsyth County. YGA grants are funded through the Youth Philanthropy Initiative Fund of The Winston-Salem Foundation. In addition to receiving donor contributions, the endowment fund grows each year through YGA participant fundraising.

Representing 12 area high schools in the 2009-2010 school year, YGA members met regularly to plan the grant application and selection

YGA members and grantees at February 2010 grants celebration Teambuilding activities at YGA’s annual retreat

VALUES in Motion For more than 90 years,

The Winston-Salem Foundation has served as a trusted channel for the

extraordinary generosity and talents of local people and organizations committed to important causes and the overall betterment of our community.

In the following profiles, you will discover a variety of passions and commitments, but they all share one fundamental and essential quality—the triumph of values in motion. Reflected in them all are the Foundation’s values—generosity, inclusion, integrity, and excellence. This is what happens when a community not only stands for something but also moves with purpose. In this way, we build upon our rich philanthropic history and look forward to our collective future.

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va l u e s i n m o t i o n [ 8 – 9 ]

Carolina Music Ways has received six Foundation grants since it was first established with a 2000 grant from the ECHO Fund. In 2009, the Foundation awarded a grant to help fund elementary school performances of the Carolina Music Ways Old Timey Radio Show.

CoMMuniTy GranTs

sweet sounds of Heritage CAROLINA MUSIC WAYS

i

T’s HARd TO Tell wHO Is HAVING MORe fuN — the Easton

The show, with its multicultural band, brings people together in under-

Elementary School students in the audience or the Carolina Music

standing what we share in common, Matt says. The show’s script pays tribute

Ways musicians who are performing songs from the Yadkin Valley’s rich

to a variety of regional musical greats such as John Coltrane, Doc Watson, the

musical tradition.

5 Royales, Shirley Caesar, Tommy Jarrell, Blind Boy Fuller and the Salem Band.

As soon as the band begins with “Tom Dooley,” the youngsters start

While the Foundation’s support has enabled these professional musicians

clapping to the beat. It doesn’t matter to them that the show includes a

to share their passion for music, Joe confesses that he feels compelled to play

compilation of traditional blues, jazz, bluegrass, gospel, Moravian, old-time

for a good cause. “The love the kids gave us today,” he says, “that’s magical

string band and early R&B—the Carolina Music Ways Old Timey Radio Show

stuff. It can’t be bought.”

has them laughing out loud and singing along while they subtly learn the history behind the tunes.

The variety of musical genres shows that “no matter where these people are from or what race … this thing called music, there’s a way it bridges a gap and brings people together in a beautiful way,” says bass player Matt Kendrick. “That’s one of the reasons I’m a musician. The communication factor of it is universal.

It doesn’t necessarily have anything to do with words. People dig it.”

Trumpet player Joe Robinson has loved jazz ever since he was a child.

Before he joined the Carolina Music Ways group, jazz was “the only music I ever thought was important. By joining this group; I began to say, ‘Man, these guys are good with these banjos. I started respecting that music … . We began to just love one another and talk, then I found out how the music was connected from way back. It just has made a difference in my life.”

Joe remembers that when he was a child, he saw someone play the trumpet at his school and he immediately wanted one. “It can start at any age. I know every time we play at a school we get somebody, somebody’s going home thinking about it.” the winston-salem foundation annual report

VA l u e s I N M O T I O N [ 1 0 – 1 1 ]

foundaTion donors

a legacy of service the RINg fAMILY

d

uRING fAMIly dINNeRs with his grandparents, Ann and Clay Ring,

was the first female board chair of the United Way and the first woman to win

Hayes Wauford learned lessons that would not only impact his life, but

the Alex de Tocqueville Leadership Society Award, the organization’s highest

that would also enable him to impact the lives of others.

award recognizing lifelong community service and philanthropy. Before her

His grandmother showed him that people were her priority.

death in 2009, Ann was also serving as co-chair of the capital campaign for

“She was always looking for a way to help other folks,” Hayes says.

The Children’s Home.

“The relationships she built with folks from every walk of life and every race and reli reli-

Hayes, who recalls, “She wanted to teach others: You can give in so many ways.”

Growing up, he saw that not everyone had the same opportunities, and

gion, across all boundaries,

he says his grandmother understood how difficult that was to reconcile. “She

were amazing.”

taught me to pass along what you’ve been given to others who’ve not been

Ann Ring joined The Winston-Salem Foundation

given as much.”

Ann’s philanthropic legacy remains strong, and Hayes still learns valuable

Committee in 1996 where

lessons from his grandfather each day, as he and Clay now work together at

she became a passionate

their construction and property management company.

advocate for ECHO, the

A number of years ago, the Rings established an unrestricted fund that

Foundation’s initiative

supports the Foundation’s Community Grants to a wide range of nonprofits

to build social capital in

each year. Ten years later, Hayes and his wife Amy followed his grandparents’

the community. She also

lead and established their own unrestricted fund at the Foundation.

served on many boards,

[ 1 2 – 1 3 ] VA l u e s I N M O T I O N

His grandmother’s commitment to volunteerism left an impression on

Unrestricted funds such as these give the Foundation the ability to place

including Horizons

resources in the community where and when it deems they will be the most

Residential Care Center,

effective, and that was important to both generations of the Ring family. “I

SciWorks, and Old Salem,

couldn’t think of better people to trust with giving,” says Hayes. “They cer-

where she chaired two

tainly know the needs of the community much better than we do, and the

capital campaigns. She

needs are changing.”

the winston-salem foundation annual report

The Ann and Clay Ring Fund, an unrestricted fund, was established at the Foundation in 1997. The Hayes and Amy Wauford Fund was established in 2007, also as an unrestricted fund. The Foundation is most grateful for Ann’s leadership and many contributions to our organization as well as to our community.

Hayes Wauford and Clay Ring (pictured)

foundaTion iniTiaTives

everyone can Help out eChO NetWORk

j

eff sMITH didn’t intentionally set out to build social capital when he

mortality rates improve, government runs more smoothly, and resources are

started Smitty’s Notes in 1997, but the online newsletter he developed

more equally shared.

very quickly engaged residents and provided a community connectedness that The Winston-Salem Foundation had been seeking.

“I think we found each other,” Jeff says. Both he and the Foundation

To bolster social capital, in 1999 the Foundation created the $2.5 million ECHO (Everyone Can Help Out) Fund to make grants over five years for social capital-building programs. In 2003 the ECHO Council was formed

were asking the same question: How do we get people connected to each

by the Foundation to incubate and advocate for social capital-building pro-

other? “It’s really serendipitous.”

grams in our community. Jeff Smith was asked to join the Council as a

Studies show that when a community’s social capital is high, people work better together, neighborhoods are safer, schools are more effective, health and

founding member.

At that time, the ECHO Council saw that a key community issue was finding a way to bring volunteerism into the 21st century.

“We made it our flagship effort,” Jeff says. This early work evolved into HandsOn Northwest North Carolina, which provides essential technical assistance to nonprofits as well as a Web-based volunteer matching portal that enables people to match their skills with volunteer opportunities at local organizations.

Jeff points to the individuals and industries that founded the city and notes, “We’ve always been a giving community. What we’re trying to do is to get people engaged organically—that’s what social capital is all about.”

He continues, “I can feel it: Winston-Salem is not the same place it was when I started doing Smitty’s Notes in 1997. I think folks are a lot more energized, a lot more engaged and a lot more aware of what’s happening.”

[ 1 4 – 1 5 ] VA l u e s I N M O T I O N

the winston-salem foundation annual report

In 2009, The ECHO Council, which was created by and has been supported by the Foundation since 2003, became the ECHO Network, an independent nonprofit that continues to support social capital-building in Forsyth County.

Current initiatives sponsored by the ECHO Network include conversation groups, Timebanks, and StoryLine, a local story sharing initiative.

Jeff Smith (pictured)

The William H. and Lena M. Petree Trust, a student aid endowment, was established in 1996 by Lena Petree in honor of her husband’s 75th birthday.

The Petrees’ legacy continues: Since its inception, the Trust has provided scholarships for 37 local students to attend college.

Mary Jo Murphy and Bill Petree Jr. (pictured)

foundation donors

Paying it Forward the petree family

t

he son of an electrical contractor, Bill Petree Sr. never

would grow,” Bill says. “He firmly

forgot what it meant to have someone help him go to college.

believed all the gifts he’d received

After finishing high school in 1940, Petree told his minister, Dr. Douglas

were gifts from God, and there-

Rights, that he planned to go to work in the fall with his father. Rights, who

fore he had a responsibility to

also served on the UNC-Chapel Hill Board of Trustees, asked if he had ever

give back.”

considered going to college. He took the young Petree to UNC-Chapel Hill for an interview and he was admitted.

Among his many leadership roles related to community

However, he still lacked the money for tuition.

service, Petree served on The

Petree had heard that student aid was available at The Winston-Salem

Winston-Salem Foundation

Foundation, and he applied for and received a $600 loan to go to college.

“I think that’s why he wanted so badly to give back to the community

Committee from 1968-1979.

His connection to the Foundation

because the community gave to him to get him started on his educational

continued to grow, and for his

career,” Mary Jo Murphy says of her father, who later attended law school

75th birthday, his wife Lena

and eventually became one of the managing partners of the venerable Petree,

established a scholarship fund in his honor, which he continued to support

Stockton and Robinson law firm in Winston-Salem.

throughout his lifetime.

Bill Petree Sr. and Lena Petree with children Mary Jo and Bill Jr.

“He really appreciated the fact that education could open doors for a

“Education was something he wanted to leave as a legacy,” Bill Jr. says.

person. He wanted other people to have a good education so they could make

Their parents also both enjoyed Foundation events in which they could

the most of their lives. He really encouraged excellence.”

Mary Jo remembers how frugal her father was, folding and reusing paper napkins, using pencils down to nubs and turning off an overhead light if a desk lamp would do. Those habits not only set a good example for his children, but also enabled him to save more to help young people who needed

meet the students that their fund had supported. “Mother and Daddy loved putting names and faces with the people who’d received the scholarships,” Mary Jo recalls.

Bill Jr. shares, “That’s a great gift to have given to you as a child: To learn how to give back to the community.”

financial assistance for college.

Bill Petree Jr. recalls his father talking about “the snowball effect:” “If you lived beneath your means and kept setting money aside, the snowball

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va l u e s i n m o t i o n [ 1 6 – 1 7 ]

Youth Grantmakers in Action was created by the Foundation in 2005 to give area youth the opportunity to gain leadership experience, represent their age group in the community and grant money to youth-led projects that will have a positive impact in Forsyth County. In the 2009-2010 school year, YGA had 19 diverse members representing 12 different area high schools.

Brittany Jenkins and Rev. Donald Jenkins (pictured)

foundaTion iniTiaTives

the future is Bright YOUth gRANtMAkeRS IN ACtION

t

He ReV. dONAld JeNkINs and his wife Denise think it’s important

that their daughter Brittany care about her community, which is why they

As a minister, Rev. Jenkins has always considered investing in the community to be part of the church’s role; however, he says that working with BPI

were thrilled with her involvement in the Foundation’s Youth Grantmakers in

helped him to see that philanthropy can be personal. He’s looked for ways to

Action program while she was a teenager.

set aside his own funds, and adds, “I’ve become a little small-time philanthro-

Youth Grantmakers in Action (YGA) members are selected to serve

pist.” Brittany has followed suit by donating birthday and Christmas money

throughout a school year and bring to the group diverse backgrounds and

to the Bethesda Center for the Homeless; she is also now actively leading the

experiences. Members, from ages 15 to 18, develop leadership experience while

formation of a YGA alumni group.

gaining a greater understanding of the community and issues impacting local

“Before getting into YGA I really didn’t know what philanthropy was,”

youth. Youth represent their community, voice their opinions, build group

Brittany says. “I didn’t know I could have a direct impact. YGA has taught me

consensus, and make grants to youth-directed projects in Forsyth County.

to take yourself out of the equation and just think about the people that you

YGA offered Brittany an opportunity to go beyond her church activities,

are affecting. It’s about helping the community.”

schoolwork, and dance, and she developed a passion for philanthropy that she intends to pursue in her studies at UNC-Chapel Hill. Through YGA, she met students from many other high schools, and says, “We all became closer and connected.”

“I learned about making rational, good decisions,” she says. The teens learned to be responsible for their decisions about who was funded and how much to give to each group. They learned to think critically about applications.

“She was very conscientious about the kind of work that she needed to do,” her father says. She understood that she needed to be involved and to share her opinions, “which she doesn’t have a problem doing,” he adds with a smile.

Rev. Jenkins extends the family’s relationship with the Foundation as member and chair of the Black Philanthropy Initiative (BPI), which supports issues and makes grants for programming that positively impacts the AfricanAmerican community.

Brittany (l) with fellow YGA members in 2007 the winston-salem foundation annual report

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CoMMuniTy GranTs

Partnerships to serve older adults SeNIOR SeRvICeS

m

ANy AfTeRNOONs AT THe elIzABeTH ANd TAB wIllIAMs

Adult Day Center, an elderly gentleman with Alzheimer’s disease

Richard Gottlieb, President and CEO of Senior Services, notes that for participants “it’s a chance to continue to be engaged with the community

receives a $10 bill on his way out the door, “payment” for his daily help at

and with others…to have a reason to get up and get dressed and be a part of

the Center by cleaning up and playing a musical instrument. And as he makes

something —that’s really what everyone wants to do,” Gottlieb says. “That’s

his way back to the Center the next morning, his wife discretely gives the $10

part of our mission at Senior Services: To treat people with dignity, to look at

bill back to a staff member to be given to her husband again later in the day.

them not as invalids or invalid but to look for what is valid, what is still very

Since Senior Services’ Elizabeth and Tab Williams Adult Day Center opened in 2000, many such poignant stories can be told, as the Center has already served thousands of community members with memory loss.

much a part of what they can accomplish and what they can do.”

For caregivers, the Center also provides a chance to continue with their daytime work and other family responsibilities with the knowledge that their loved ones are in a safe and nurturing environment, as evidenced by its recent national recognition as the top adult day center in the United States.

Since the organization was established in 1962, Senior Services has responded proactively to the exponential growth of Forsyth County’s senior population. In 2006, the new Senior Services Center opened on Shorefair Drive, enabling the organization to increase its in-home services to those elderly who are frail and need human contact.

Another major accomplishment has been eliminating the waiting list for Meals-on-Wheels. “Today more than 1,200 seniors are enrolled in the Meals-on-Wheels program and are being visited by a whole host of volunteers and staff each day for that vital contact they need,” Gottlieb says. Meals-onWheels currently operates three nutrition programs that provide hot meals, groceries, and frozen meals to the homebound elderly in Forsyth County.

Gottlieb notes, “It’s a wonderful program, but it’s also a wonderful partnership that Senior Services has with The Winston-Salem Foundation.”

Richard Gottlieb, President and CEO of Senior Services

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the winston-salem foundation annual report

Over Senior Services’ history, Foundation grants have funded programming for scholarships for older adults to attend the Williams Day Center, for nutritious meals for older adults through the Meals-on-Wheels program, and for capital campaigns for both the Senior Services Center and the Williams Day Center. Senior Services established the Senior Services Endowment at the Foundation in 1994 and the Anne and Bill Magness Meals-on-Wheels Fund in 1998.

CoMMuniTy GranTs

a Path to self-sufficiency expeRIMeNt IN SeLf-ReLIANCe

g

RANdMOTHeR JAckIe BAldwIN’s journey to home ownership is

with an initial focus on community outreach and, later on, providing immedi-

a testament to the comprehensive strategies offered by Experiment in

ate financial assistance.

Self-Reliance that enable individuals and families to become self-sufficient.

Jackie, a breast cancer survivor who is also a single mother, first completed ESR’s Self-Sufficiency program, which included helping her earn a degree at Winston-Salem State University. With ESR’s support, Jackie also received her

Executive Director Twana Wellman-Roebuck explains, “We have gone through an evolution as an agency. We’ve moved from an emergency assistance model to a self-reliance model.”

In what she views as the most successful part of the model, ESR’s Self-

Earned Income Tax Credit, completed the agency’s intensive home ownership

Reliance program utilizes 18 case workers to work one-on-one with clients to

program, and eventually was able to purchase her own home.

develop individual case plans that map out strategies to empower self-reliance.

Lessons in economic literacy that lead to long-term financial success have become a mainstay of the nonprofit agency, which was established in 1964

Case workers assist in identifying the client’s critical needs as well as opportunities for vocational training and improving skill sets. Clients take classes in financial literacy, which teach them to more effectively examine their expenses, manage money, and balance their accounts. Clients also develop a savings plan through the NC Saves program, in which local bankers help clients establish free or low-cost banking relationships.

Some clients, such as Jackie, go on to complete the Individual Development Account (IDA) program, a rigorous 10-month financial literacy program that starts the savings process for a house down payment and provides individuals with strategies to succeed in home ownership.

In addition to these vital programs, ESR works with the Chamber of Commerce, Forsyth Tech, and Joblink to identify trends in employment so that clients can acquire relevant skills for the jobs available today.

“We want to make sure people are prepared for jobs when those jobs are there for them,” Twana says. “We have to be cognizant of the needs of all the components of the community. We all are one.”

Twana Wellman-Roebuck, Executive Director of Experiment in Self-Reliance

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the winston-salem foundation annual report

The Foundation has provided Community Grants to Experiment in Self-Reliance throughout ESR’s history, including grants supporting the IDA program, funding a caseworker for the Transitional Housing program, and funding a strategic planning process.

Jackie Baldwin and family (pictured)

The James A. Gray Endowment was established in 1946 as a designated fund to benefit the following North Carolina schools and colleges: Brevard College; Davidson College; Duke University Divinity School; Greensboro College; High Point University; Louisburg College; St. Mary’s School; Salem Academy & College; UNC-Chapel Hill; Wake Forest University Baptist Medical Center; and Winston-Salem State University.

It remains the largest individual fund at the Foundation.

Aurelia Gray Eller (pictured)

foundaTion donors

a legacy of education

j

the gRAY fAMILY

AMes A. GRAy’s PAssION for education is evidenced by the establish-

ment of his $1.7 million endowment in 1946 to 11 North Carolina

schools, colleges and universities—even including his alma mater’s rival as a

Gray’s initial $1.7 million endowment has now grown into a $15.5 million fund, and in the last 10 years alone it has granted a total of nearly $9.6 million to the 11 designated learning institutions it supports annually—this

grant recipient.

figure alone constitutes more than five times his ini-

Before graduating from UNC-Chapel Hill

tial gift. His foresight in investing in education will

in 1908, James A. Gray served as a team football

continue to have a lasting impact in improving and

manager, and the UNC-Duke rivalry was already a

supporting higher education in his beloved state—

Tar Heel tradition. However, in 1950 his daughter

in perpetuity.

Aurelia Gray Eller would attend Duke University

At James A. Gray’s funeral at Centenary United

because at that time Carolina didn’t allow women to

Methodist Church in 1952, Dr. Mark Depp aptly

enroll until their junior year. As a way of ensuring

noted, “If it is true that the only riches a man can

her team loyalty, her father made her promise three

take with him when he dies are the riches he has

things: never to play a sport against UNC; always to

given away during his life, then how very full must

sit on the Tar Heel side when they played Duke; and

be the hands of James Gray today.”

she also had to promise not to marry a Duke man.

Aurelia, who is on the Board of Directors for

“He had a sense of humor,” Aurelia recalls.

the Arts Council of Winston-Salem and Forsyth

“And yet he was strong; once you promised him something, you’d better stick to it.”

County and is an active member of St. Paul’s James A. Gray

The former president of R.J. Reynolds Tobacco Co., Gray also served on the Board of Directors at Wachovia Bank. He was married to Pauline Bahnson Gray, who grew up in Old Salem and was active in the community’s restoration.

During his two terms in the N.C. State Legislature, Gray ensured that

Episcopal Church, served for nine years on the Winston-Salem State University Board of Trustees. A supporter of the city’s new baseball stadium, she’s thrilled to see downtown Winston-Salem thriving.

In addition to her own contributions, she now often requests funds for worthy community organizations. “I feel the responsibility for carrying on,

schools, especially colleges and universities, received significant funding.

as did my brothers and sisters,” she says. “You never feel like you’ve done

Aurelia says, “He thought that if young people were going to be leaders and

enough.”

movers and shakers in this economy and in this country, they had to have an education.” the winston-salem foundation annual report

VA l u e s I N M O T I O N [ 2 4 – 2 5 ]

Grants 2009 sinCe our esTaBlishMenT in 1919, the Foundation and nonprofit organizations

have been essential partners in making this a healthier place to call home. In 2009, the Foundation awarded a total of $17 million in grants, including nearly $2 million in Community Grants to local nonprofits. The Foundation’s Student Aid Program provided 546 student awards in the 2009-2010 school year, with more than $830,000 distributed in scholarships and grants and $174,000 in low-interest loans.

types of Grants CoMMuniTy GranTs from the Foundation’s unrestricted and field

desiGnaTed GranTs ensure long-term annual support from a fund’s

of interest funds are focused in seven program areas: Arts and Culture, Education and Recreation, Health, Human Services, Older Adults, Public Interest, and Youth. A comprehensive list of 2009 Community Grants is provided on the pages that follow. For information on Community Grantmaking application procedures, please refer to the “Grant Seekers” section of the Foundation’s Web site at www.wsfoundation.org.

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

advised GranTs connect donors with the power of philanthropy

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

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

[26–27] GRANTs

the winston-salem foundation annual report

sTudenT aid sCholarshiPs, GranTs and loans are made

through the Foundation’s Student Aid Program to assist individuals in their post-secondary education. For additional information on Student Aid application procedures, go to the “Students” section of www.wsfoundation.org.

Grants The following organizations received funding for Community Grants from the Foundation in 2009. These organizations, listed by

program area, cross geographic, cultural and racial divides as they serve our community. Grant totals also have been provided by program area for 2009 grants committed from designated and agency endowment funds and advised funds.

Arts and Culture Organization Name

Grant Amount

PROJECT DESCRIPTION

Fund name(S)

Arts Council of Winston Salem and Forsyth County

$75,000

to support a strategic marketing initiative

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

Carolina Chamber Symphony

$5,000

for marketing costs for a new concert series

Samuel A. and Roslyn S. Harris Fund

Carolina Music Ways

$2,210

to educate students about the region’s musical heritage

Samuel A. and Roslyn S. Harris Fund

Downtown Arts District Association

$5,000

to support the restoration of a mural in the Arts District

Earline heath King Fund, Vicki Van Liere Helms Art Fund, Mary Reynolds Babcock Cultural Improvement Fund

Enrichment Center, Inc.

$17,000

to support a sculpture garden

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Hispanic Arts Initiative

$4,832

to implement an advertising campaign

Community Arts Fund, Mary Reynolds Babcock Cultural Improvement Fund

Little Theatre of Winston Salem

$28,000

to support a marketing assistant

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

North Carolina School of the Arts Foundation, Inc.

$8,000

to support the expansion of the preparatory dance program for a second year

Walter V. and Martha W. Murray Advised Fund, Charles Babcock, Jr. Field of Interest Fund, Eisenberg Family Fund for Arts and Culture

Piedmont Chamber Singers

$5,000

for a marketing consultant to create a marketing campaign

Samuel A. and Roslyn S. Harris Fund

Piedmont Opera

$1,000

to support board development

Eisenberg Family Fund for Arts and Culture

Sawtooth School for Visual Art

$13,000

for Web site development and organizational brochures

Charles Babcock, Jr. Field of Interest Fund

Southeastern Center for Contemporary Art

$20,000

to support a development professional

Charles Babcock, Jr. Field of Interest Fund

Southeastern Center for Contemporary Art

$25,000

for a strategic plan

Charles Babcock, Jr. Field of Interest Fund

UNC School of the Arts

$10,000

to support the fourth Magnolia Baroque Festival

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

Winston Salem Children’s Chorus

$9,000

for marketing and advertising

Samuel A. and Roslyn S. Harris Fund

Winston Salem Symphony

$15,000

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

Samuel A. and Roslyn S. Harris Fund, Walter V. and Martha W. Murray Advised Fund

Winston Salem Theatre Alliance

$20,000

to fund a marketing and development consultant and advertising materials

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

Grants Committed from unrestricted and field of interest funds

$263,042

Grants Committed from Designated and Agency Endowment Funds

$141,290

Grants Committed from Advised Funds

$829,721

Total 2009 Grants committed to arts and culture

$1,234,053

GRANTS public interest Organization Name

Grant Amount

Project Description

Fund NAME(S)

American Red Cross/Northwest NC Chapter

$15,000

to help children and adults in fire prone areas learn about fire prevention

Robert Edwin Taylor and Margaret Long Taylor Memorial Fund, Walter V. and Martha W. Murray Advised Fund

Downtown Winston Salem Partnership

$10,000

to support a development position

Richard E. Ashburn Trust

ECHO Awards

$5,000

2009 ECHO Award Designation

Carolina Steel Endowment Fund

ECHO Council

$140,000

to provide operational and programmatic support

The Community Fund, Carl W. and Annie M. Harris Endowment Fund

ECHO Network

$138,500

to foster enriching, trusting, and long lasting relationships among diverse people.

BB&T Fund, Lillian S. Stultz Fund, The Community Fund, James R. Hankins Fund, Howard Gray Endowment

Forsyth Futures

$60,000

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

Katherine W. Otterbourg Fund, Edward S. and Barbara T. Beason Advised Fund, John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust, John W. and Alice Rose Alspaugh Memorial Funds

Garden Club Council of Winston Salem and Forsyth County

$2,000

to build social capital by expanding community gardens in Forsyth County

Anne Hanes Willis Fund, Drane V. McCall Fund for Winston Salem Beautiful

Habitat for Humanity of Forsyth County

$48,000

to support the Cherry Street Neighborhood Build

Spencer and Nell Waggoner Charitable Fund Unrestricted, Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara T. Beason Advised Fund, John A. and Marguerite B. Taylor Fund, Christopher Richard Eagan Fund

HandsOn NWNC

$60,000

to support capacity building for nonprofits and increase volunteerism

Ann and Clay Ring Fund, James R. Deadrick Fund, Walter V. and Martha W. Murray Advised Fund, Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund Unrestricted

Leadership Winston Salem

$25,000

to help support a part time development professional

The Community Fund, Lila Church Bradford Memorial Fund

Neighbors for Better Neighborhoods

$50,000

to support the development of community assets in neighborhoods

Lila Church Bradford Memorial Fund, Walter V. and Martha W. Murray Advised Fund

New Winston Museum

$18,000

for exterior improvements to the interim museum building

Anne Hanes Willis Fund

North Carolina Victim Assistance Network

$5,000

to provide information and training for crime victim service providers and crime victims

Chrissy Gallaher Victim’s Assistance Fund

Piedmont Land Conservancy

$10,000

for a development professional

Wachovia Bank of North Carolina Fund

Presbyterian Interracial Dialogue

$5,000

to support PIRD, Temple Emanuel, and Masjid Al Muminun in building a Habitat for Humanity House

Bess Gray Plumly Fund

Rufus Dalton Awards

$4,000

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

Rufus W. Dalton Trust

Rural Initiative Project, Inc.

$5,000

to support the relocation and restoration of Red Bank School

James A. Gray Family Fund

Triad Community Kitchen

$20,000

to support the development of Providence Restaurant, a nonprofit restaurant to provide long term employment training

Charles Babcock, Jr. Discretionary Fund

YMCA of Northwest North Carolina

$70,000

to support the capital campaign

Bill and Helene Halverson Fund, Ava Gardner Fund, J. Frank and Mary S. Mock Fund, Thomas H. Davis Advised Trust, Camp Robert Vaughn Fund, Edna B. Parkin Georges Youth Fund

Grants Committed from unrestricted and field of interest funds

$690,500

Grants committed from designated and agency endowment funds

$125,556

Grants committed from advised funds

$1,594,270

Total 2009 Grants committed to public interest

$2,410,326

older adults Organization Name

Grant Amount

Project Description

Fund NAME(S)

Senior Services, Inc.

$93,750

to provide nutritious food to homebound older adults through the Meals on Wheels program

Harriet Taylor Flynt Fund, Edward S. and Barbara T. Beason Advised Fund, Walter V. and Martha W. Murray Advised Fund, Otis B. and Genevieve Parrish Fund, Sturmer Samaritan Fund

Grants Committed from unrestricted and field of interest funds

$93,750

Grants committed from designated and agency endowment funds

$180,664

Grants committed from advised funds

$355,906

Total 2009 Grants committed to older adults

$630,320

eduCation and reCreation OrganizatiOn name

grant amOunt

PrOJeCt DeSCriPtiOn

FunD name(S)

Arts Based Elementary School

$12,000

to fund the documentation of arts integrated teaching practices for a second year

Samuel A. and Roslyn S. Harris Fund

Carter G. Woodson School of Challenge

$37,884

to fund a library media specialist

A. F. Clement trust Fund, Katherine W. otterbourg Fund, Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara t. Beason Advised Fund

the Children’s Center for the Physically Disabled

$2,000

for a student enrichment opportunity

Claire Lockhart Follin Mace Fund

the Children’s Center for the Physically Disabled

$55,000

to fund a development and donor relations officer for a second year

Claire Lockhart Follin Mace Fund

Downtown Middle School

$25,513

to help fund sustainable classroom technology

Jessica t. Fogle Fund, A. F. Clement trust Fund

Forsyth Education Partnership

$9,000

for school board election voter guides and two informational workshops for potential and declared candidates

J. C. tise Fund, Robert A. and Constance C. Emken Education Fund

Forsyth technical Community College Foundation, inc.

$42,000

to support the Analytical training Center of the Bionetwork Pharmaceutical Center

Charles Babcock, Jr. Discretionary Fund

Reagan Fine Arts Booster

$3,000

to provide music education for Forsyth County students

Samuel A. and Roslyn S. Harris Fund

Winston Salem Street School

$20,000

to provide support for accreditation and development activities

Jessica t. Fogle Fund, Elizabeth Lovett Education Endowment, Harvey Seward Martin Fund

Winston Salem/Forsyth County Schools

$28,438

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

Jessica t. Fogle Fund

grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS

$234,835

GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS

$817,033

GRAntS CoMMittED FRoM ADViSED FUnDS

$3,671,366

tOtal 2009 grantS COmmitteD tO eDuCatiOn anD reCreatiOn

$4,723,234

youth OrganizatiOn name

grant amOunt

PrOJeCt DeSCriPtiOn

FunD name(S)

Authoring Action

$15,000

to fund the position of program director for a third year

Charles Babcock, Jr. Field of interest Fund, Edna B. Parkin Georges youth Fund

Big Brothers Big Sisters Services

$28,000

to support a case manager position for the teen Mother Program

DeForest Family Fund, John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust

Children’s Law Center of Central north Carolina

$28,350

to support a child advocacy clinic

Charles Babcock, Jr. Discretionary Fund, Allan M. Hutcherson Fund, Camp Robert Vaughn Fund

El Buen Pastor Latino Community Services

$5,000

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

Edna B. Parkin Georges youth Fund

Kappa League of Winston Salem

$1,000

to fund a historical enrichment experience for young men

youth Activities Fund

north Carolina Lady tigers

$400

to support participation for low income youth

youth Activities Fund

Salem Gardens youth Council

$300

for an educational trip to Raleigh

youth Activities Fund

Winston Lake Lakers 10 and Under AAU

$400

to support low income youth participation

youth Activities Fund

Winston Salem indians

$500

to fund registration fees for youth who cannot afford to participate

youth Activities Fund

Winston Salem tiny Vikings

$1,000

to fund registration fees for youth who cannot afford to participate

youth Activities Fund

yMCA of northwest north Carolina

$6,600

to support the y Sail program for a second year

J. Frank and Mary S. Mock Fund, Sandehill Recreation Fund

yMCA of northwest north Carolina

$20,000

for the Support our Students program

John A. and Marguerite B. taylor Fund, Walter V. and Martha W. Murray Advised Fund, Caroline Gamble Charitable Fund, Christopher Richard Eagan Fund, Jessica t. Fogle Fund, Edward S. and Barbara t. Beason Advised Fund

grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS

$106,550

GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS

$211,348

GRAntS CoMMittED FRoM ADViSED FUnDS

$244,608

tOtal 2009 grantS COmmitteD tO yOuth

$562,506 the winston-salem foundation annual report

Grants [28–29]

GRANTS health Organization Name

Grant Amount

Project Description

Fund name(s)

Hospice & Palliative Care Center

$80,000

to support the expansion of the Kate B. Reynolds Hospice Home as part of the Vital Connections capital campaign

John W. and Alice Rose Alspaugh Memorial Funds, Lena Albright Memorial Fund, Spencer and Nell Waggoner Charitable Fund Unrestricted, Jeannette Norfleet Fund, Frank E. Llewellyn T.B. Fund, Twin City Hospital Funds

Positive Wellness Alliance

$15,000

to support the HIV Case Management Program in Forsyth County

Harriet Taylor Flynt Fund

Prevent Blindness North Carolina

$5,000

to fund vision screening for preschool children in Forsyth County

Claire Lockhart Follin Mace Fund

Shepherd’s Center of Greater Winston Salem

$35,000

for a congregational nurse and health ministry program for a second year

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

Wake Forest University Health Sciences

$30,000

to fund a nutrition education program for low income and Spanish speaking families for a second year

Spencer and Nell Waggoner Charitable Fund Unrestricted

Grants Committed from unrestricted and field of interest funds

$165,000

Grants committed from designated and agency endowment funds

$793,917

Grants committed from advised funds

$816,343

Total 2009 Grants committed to health

$1,775,260

Religion Grants committed from designated and agency endowment funds

$310,038

Grants committed from advised funds

$2,118,863

Total 2009 Grants committed to religion

$2,428,901

human serviCes OrganizatiOn name

grant amOunt

PrOJeCt DeSCriPtiOn

FunD name(S)

Advocacy for the Poor

$7,000

to support development and marketing expenses

Bess Gray Plumly Fund, Vera Goldberg Memorial Fund

AiDS Care Service

$35,000

to continue a mental health support service for HiV+ individuals for a third year

Harriet taylor Flynt Fund

Bethesda Center for the Homeless

$25,000

to help support a development director for a third year

William n. Hailey Fund

Darryl Hunt Project for Freedom and Justice

$19,000

to support re entry work with formerly incarcerated individuals for a second year

Warren David Ashburn Fund, Andrew Dale Advised Fund, Sarah Murphy McFarland Advised Fund

Exchange SCAn

$17,000

to develop marketing materials

John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust, Edna B. Parkin Georges youth Fund

Family Promise of Forsyth County

$23,000

to support a case management position

Bess Gray Plumly Fund, Walter V. and Martha W. Murray Advised Fund

Family Services, inc.

$25,000

to support the Healing Gardens project

Walter V. and Martha W. Murray Advised Fund, Anne Hanes Willis Fund

Group Homes of Forsyth, inc.

$20,000

to support the Assisted Daily Living skills classroom program

Walter V. and Martha W. Murray Advised Fund.

Horizons Residential Care Center

$15,000

to assist with emergency maintenance expenses

Eugene and iola Daniels Memorial trust Fund for the Mentally Handicapped

imprints

$19,250

to support a parent educator at the Downtown Health Plaza and Winston East Pediatrics

John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust, Joseph G. Gordon Fund, Mae W. Hubbard trust

nC Housing Foundation

$39,300

to support the predevelopment work of a transitional housing project for veterans

Harriet taylor Flynt Fund

Prodigals Community, inc.

$20,000

to help improve staff communication and the job training program

Franklin Cromer Cordell Fund, Shepherding Fund, Margaret W. Parker Fund, John Alexander McClung DDS FACD trust, Walter V. and Martha W. Murray Advised Fund, Credence Fund, Mil and Marsh naugle Fund

Special olympics north Carolina

$4,942

to fund Forsyth County athletes to train and compete locally in tennis and roller skating

Eugene and iola Daniels Memorial trust for the Mentally Handicapped

University of north Carolina at Greensboro

$5,000

to support a clinical graduate studies program involving adults with traumatic brain injury

Claire Lockhart Follin Mace Fund

Vigils for Healing

$5,000

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

Chrissy Gallaher Victim’s Assistance Fund

yMCA of northwest north Carolina

$4,096

to purchase a chair lift to provide pool access at the Winston Lake yMCA for indviduals who are elderly or disabled

Claire Lockhart Follin Mace Fund

grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS

$283,588

GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS

$233,397

GRAntS CoMMittED FRoM ADViSED FUnDS

$2,000,199

tOtal 2009 grantS COmmitteD tO human ServiCeS

$2,517,184

the winston-salem foundation annual report

Grants [30–31]

funds and donors committed donors have invested in the current and future health of our community. These charitable individuals, families, and organizations have enabled the Foundation to support many causes, from education and arts and culture to human services, enriching the lives of our neighbors in all life stages — from youth through older adults.

As of December 31, 2009, the Foundation was honored to administer more than 1,200 charitable funds serving a variety of philanthropic purposes. for More Than 90 years,

kNOwING THAT THey cANNOT PRedIcT future opportunities to help in our community, many donors demonstrate the highest level of trust in the integrity of the Foundation by establishing endowed unrestricted and field of interest funds that support timely cOMMuNITy GRANTs such as those profiled and listed earlier in this report.

Community Grants, to organizations as varied as Carolina Music Ways, Experiment in Self-Reliance, and Senior Services, have and will continue to impact our community positively and substantially for many

years to come—and the Foundation’s ability to provide Community Grants has been crucial in supporting these integral programs over time.

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

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

Types of Funds Endowed Funds:

STUDENT AID FUNDS provide students with the resources to pursue

UNRESTRICTED FUNDS offer the broadest option for charitable giving.

their academic goals. Donors may establish funds to support students

Income from these funds will be used to meet changing funding oppor-

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

tunities in our community over time through Community Grants.

a specific college or university.

FIELD OF INTEREST FUNDS give donors the opportunity to provide

real estate funds are properties designated for a charitable use

Community Grantmaking support within a broad area of interest

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

(e.g., human services, health, arts and culture, etc.)

oversight of the use and care of the property as well as responsibility for disposition should the designated use become impractical or undesirable.

DONOR-ADVISED FUNDS enable up to two family generations of

donors or outside committees to make charitable grant recommenda-

non-endowed Funds:

tions. Foundation staff can assist donors with background information

NON-ENDOWED ADVISED FUNDS offer donors a simple and efficient

on charities or help identify pressing community needs. These funds are

process in which to fulfill their annual charitable giving goals.

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

TEMPORARY AND SPECIAL FUNDS give the Foundation the ability

to hold a limited number of funds for organizations and individuals for DESIGNATED FUNDS are established by donors who wish to provide

charitable projects.

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

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

AGENCY FUNDS are established by charitable organizations. The orga-

sure that the fund you establish meets your charitable giving goals.

nization benefits from the Foundation’s professional investment manage-

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

ment administration, allowing the agency’s staff and board to focus on

for more information.

providing necessary services to its constituents.

the winston-salem foundation annual report

funds and donors [32–33]

Endowed funds

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

community over time through Community Grants. FIELD OF INTEREST FUNDS give donors the opportunity to provide Community Grantmaking support within a broad interest area (e.g., human services, health, arts and culture, etc.). new funds in 2009

purpose

Mary A. Payne Charitable Fund for Human Services

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

Nancy H. Wilson Fund FUND

Established by bequest for unrestricted purposes year established

Louise and Sam Adams Community Fund Lena Albright Memorial Fund

2005 1979

purpose Established through a charitable trust to support the charitable needs of the community Established by family and friends for organizations that provide comfort and benefit to those suffering from cancer, especially leukemia

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

Anonymous Trust #2

1999

Established by an anonymous donor as an unrestricted fund

Richard E. Ashburn Trust

2002

Established by bequest as an unrestricted fund

Warren David Ashburn Fund

1968

Established for charitable purposes of the Foundation

Charles Babcock, Jr. Discretionary Fund

2006

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

Charles Babcock, Jr. Field of Interest Fund

2006

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

Mary Reynolds Babcock Cultural Improvement Fund Nancy R. Baity Trust

1950 2000

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

Bank of America Fund

1995

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

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 Fund

1971

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

D. Elwood Clinard Charitable Trust

1974

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

Community Arts Fund

1985

Established to support programs of arts organizations

The Community Fund

1919

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

Franklin Cromer Cordell Fund

1994

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

Rufus W. Dalton Trust

1983

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

Eugene and Iola Daniels Memorial Trust for the Mentally Handicapped

1998

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

Marcus Lew Davis Memorial Fund

2004

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

Thomas H. Davis Advised Trust

1992

Established with special emphasis on programs for youth Unrestricted and Field of Interest Funds continued on next page

Unrestricted and Field of Interest Funds continued from previous page FUND

year established

James R. Deadrick Fund

purpose

1989

Established by bequest as an unrestricted fund

Marian G. and Charles W. DeBell Trust

2001

Established as an unrestricted fund

John and Julia Denham Fund

2007

Established as an unrestricted fund

Eisenberg Family Fund for Arts and Culture

2007

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

Emergency Loan Fund of Northwest N.C.

1983

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

Robert A. and Constance C. Emken Education Fund

2000

Established to support educational programs

Fenwick Rice Fund

2004

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

Victor I. Flow, Jr. Family Fund

2000

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

Harriet Taylor Flynt Fund

1998

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

Jessica T. Fogle Fund

1964

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

Claire Lockhart Follin Mace Fund

1991

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

Louise Futrell Fund

1991

Established by bequest as an unrestricted fund

Chrissy Gallaher Victim’s Assistance Fund

1992

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

Ava Gardner Fund

2005

Established by the Ava Gardner Trust for community grantmaking

Edna B. Parkin Georges Animal Fund

1996

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

Edna B. Parkin Georges Youth Fund

1996

Established by bequest to benefit disadvantaged youth

Vera Goldberg Memorial Fund

1998

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

Joseph G. Gordon Fund

1997

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

Vergil and Vicki Gough Fund

2008

Established as an unrestricted fund

Howard Gray Endowment

1987

Established as an unrestricted fund

James A. Gray Family Fund

1989

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

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

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

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 Fund

1970

Established by bequest as an unrestricted fund

Samuel A. and Roslyn S. Harris Fund

1980

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

Vicki Van Liere Helms Art Fund

2004

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

Bob and Ruth Herring Fund

2003

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

Margaret and Harrell Hill Fund

2007

Established as an unrestricted fund

William 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 underprivi leged and handicapped children

Allan M. Hutcherson Fund

1944

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

Earline heath King Fund

2005

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

Martha K. Knott Fund

1926

Established to provide support for general charitable purposes

R. Edward Lasater Endowment Fund

1950

Established to provide support for general charitable purposes

Lassiter Animal Welfare Fund

2003

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

Lipscomb Fund

2004

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

the winston-salem foundation annual report

funds and donors [34–35]

endowed Funds

Unrestricted and Field of Interest Funds continued from previous page FunD

year eStabliSheD

PurPOSe

Frank E. Llewellyn t.B. Fund

1970

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

Elsie Ann Long Memorial Fund

1995

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

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

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

1981

Established by bequest as an unrestricted fund

isabel McRae Fund

Established by Jane and tony Masich as an unrestricted fund

Michalove Fund

2004

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

J. Frank and Mary S. Mock Fund

2003

Established through a CRt to benefit needy children in Forsyth County

Algine Foy and Julius Dobson neely Memorial Fund

1989

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

Charles E. norfleet Memorial Fund

1976

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

Jeannette norfleet Fund

1982

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

Dr. Calvin and Ruth H. ogburn trust

1978

Established to provide support for general charitable purposes

Margaret W. Parker Fund

1997

Established as an unrestricted fund

otis B. and Genevieve Parrish Fund

1987

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

thomas R. and Georgia L. Pepper Family Fund

1997

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

Kerr and naomi Pinnix Discretionary Fund

2006

Established by a testamentary trust created by naomi ingram Pinnix to provide financial counseling and advice

Pfafftown Jaycees Community Fund

2005

Established by the Pfafftown Jaycees

Pleasants Hardware Company trust

1987

Established for general charitable purposes

nancy t. Pleasants Community Development Fund

1997

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

Virginia S. Pleasants Fund

1996

Established by an estate gift as a discretionary fund

Bess Gray Plumly Fund

1965

Established by bequest for general charitable purposes of the Foundation

Etta Mae Pope trust

2000

Stokes ivey and orpha Marie Leonard Pope Family trust

2000

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

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

Sandehill Recreation Fund

1986

Established to promote competitive swimming and water sports in Forsyth County

Louis and Jane Shaffner Fund

2007

Established as an unrestricted fund

Shepherding Fund

1992

Established to support local human service agencies

Emma Jane Skinner Fund

2001

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

[36–37] Funds and donors

the winston-salem foundation annual report

Unrestricted and Field of Interest Funds continued from previous page FUND

year established

purpose

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, Ernestine Hill and Charles A. Sturmer, to provide support for financially needy patients and residents in nursing homes in Forsyth County

The Sunshine Fund

2007

Established by Robert Jasinkiewicz to benefit domestic animals in Forsyth County

Edward and Mary Alice Tarulli Fund

2006

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

Robert Edwin Taylor and Margaret Long Taylor Memorial Fund

2005

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

J. C. Tise Fund

1927

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

Nelson and Dorothy Tomlinson Fund

1997

Established as an unrestricted fund

Twin City Hospital Funds

1920

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

Wachovia Bank of North Carolina Fund

1987

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

Spencer and Nell Waggoner Charitable Fund Unrestricted

2005

Established through the estate of Nell Kerns Waggoner

Hayes and Amy Wauford Fund

2007

Established as an unrestricted fund

Art and Dannie Weber Education Fund

2007

Established as a field of interest fund for education

Anne Hanes Willis Fund

1997

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

Bobby Ray Wilson Human Fund

1996

Established to benefit incarcerated persons in Forsyth County

Winston Salem Foundation Staff Endowment

2002

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

Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped

1984

Established to provide recreational opportunities for the handicapped

Endowed funds

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

Foundation staff can also assist donors with background information on charities or help identify pressing community needs. These endowed funds are a convenient method of simplifying charitable giving and are an attractive alternative to a private foundation. year established

FUND

Mary J. and Kenneth P. Carlson Advised Fund

2000

John H. Felts, M.D. Fund

2000

James and Deborah Millis, Jr. Fund

Carr Family Advised Fund

2006

Finley Anderson Fund

1994

Realty Analytix Triad Stewardship Fund

Sam N. Carter and Pauline H. Carter Fund

2000

Firetree Fund

2008

Zach Smith Fund

Cawood Charitable Fund

1993

Robert and Carol Ford Charitable Trust

1996

Lee Chadwell Fund

2002

James A. and Elizabeth K. Fyock Trust

1999

1997

Chuck and Bobbie Chambers Advised Trust

1992

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

1996

Celeste Tucker Alspaugh Memorial Trust

1964

Charley Fund I

2007

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

1998

Anonymous

1996

Charley Fund II

2007

Genesis Fund

2007

1999

Lucy Hanes Chatham Fund

1949

Glade Valley School Fund

1988

Anonymous

2001

Lucy Hanes Chatham Library Fund

1951

1991

Anonymous

2004

Richard T. Chatham Fund

1972

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

Robert G. Auchincloss Fund

2000

Thomas Lenoir and Anna Hanes Chatham Fund

1998

William A. and Georgia H. Goodson Fund

1968

Philip S. Auchincloss Fund

2000

Gerald and Lee Ann Chrisco Family Trust

1998

Louis and Marcia Gottlieb Family Fund

1996

William P. and Katharine T. Baldridge Endowment

2006

Robert Clark Family Fund

1997

Grace Court Trust

1996

Marshall B Bass Children’s Fund Endowment

2004

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

2003

Margaret N. Graham Art Fund

1942

2004

Brenda Kulynych Cline Fund

1998

1998

Ted and Charlotte Blount Fund

1997

Clover Street Fund

2003

Bernard and Anne Howell Gray Advised Fund for the Community

1999

1997

2003

Ron and Jeff Coppage Cancer Fund

Green Angel Fund

Karla Bolen Memorial Fund

1998

1998

1995

Eleanor and Sam Booke, Jr. Fund

A. Robert Cordell Family Trust

J.T. Greene, Jr. Charitable Trust

1994

1994

1988

Elizabeth E. and Henry M. Booke Trust

Joan R. and David L. Cotterill Advised Trust

Emily Grousbeck Fund

1989

2006

2003

Sam and Anne Booke Family Trust

CP3 Charitable Foundation

Hanes Family Downtown Fund

1998

1997

1988

Julian R. and Mary P. Bossong Fund

Credence Fund

R. Philip and Charlotte Hanes Community Trust

2007

2000

2001

Skip and Beth Boswell Trust

Bill and Betty Gray Davis Fund

Harrison Family Fund

1995

1999

2005

Braswell Family Charitable Fund

John and Terrie Davis Family Fund

Sam and Kathryn Hauser Fund

1993

2003

1997

Herbert and Ann Brenner Fund

DeForest Family Fund

Hege Trust

2002

1998

2001

Mike and Wendy Brenner Trust

Ashley Holland Dozier Charitable Fund

L. Stephen Hendrix Fund

2000

1997

1994

Paul and Judy Moore Briggs Family Fund

Driscoll Family Fund

Bill and Leslie Hollan Fund

1993

1997

2005

Royall and Alice Brown Advised Trust

Joseph B. and Mary M. Dudley Advised Fund

Judith Hoots Family Fund

1992

1995

1997

Royall R. Brown, Jr. Advised Trust

Nancy W. Dunn Trust for Spiritual Development

B.F. Huntley and Josephine Huntley Trust

2001

1997

2000

Budd Group Foundation

Mignon Durham Charitable Fund

David A. and Roberta W. Irvin Fund

1996

2002

1996

Christopher David Budd Fund

Christopher Richard Eagan Fund

Janeway Family Fund

1997

2004

2005

Joseph R. Budd Family Trust

EHI Fund

W.T. and Mary Cobb Jenkins Family Fund Bill Johnson Trust to Benefit Stokes County

1999

Nathan, Jordan, and Nicholas Budd Fund

1998

Lynn and Barry Eisenberg Endowed Fund

1998

Richard P. and Sylvia S. Budd Fund

1983

Elkin Community Trust

1993

Florinda C. Johnson Charitable Fund

2005

John W. Burress Advised Fund

2008

C. B. Eller Education Fund

1987

Garland Johnson Fund for the Benefit of Elkin Public Library

2001

Burr Family Trust

2006

Grace H. Emken Fund

1993

J. Michael Johnston Memorial Fund

1996

Cardwell Archer Charitable Fund

2001

Ann and John Faris Community Fund

2008

Jones Family Fund

2006

FUND

year established

William T. and Sylvia F. Alderson Fund

Anonymous

Bartlett and Wyatt Bassett Fund

year established

FUND

new funds in 2009 Thomasine Herring Hayes Fund

Donor Advised Funds continued on next page

Donor Advised Funds continued from previous page fund

year established

fund

year established

fund

year established

Christopher and Lucinda Kellam Jones Fund

1997

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

1993

Harry and Nancy Underwood Advised Trust

1994

Thad and Catherine Jones Charitable Fund

1996

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

1999

Margaret M. Urquhart Advised Fund

2001

Leon and Renee Kaplan Fund

1999

Piedmont Federal Fund

1993

Carolyn H. Vaughn Fund

1997

Dale and Mary King Fund

2004

Ruth M. and Clifton E. Pleasants Trust

1990

Sheila H. Vogler Fund

2001

L. Andrew Koman and Leigh E. Koman Fund

1999

Michael J. Pollak Trust

1995

Wake Forest Baptist Church Fund

1992

Thomas J. and Lynne Koontz Charitable Trust

1996

Julia Davis Pollard Memorial Fund

1969

Wall Family Trust

2002

A. Thad and Margaret W. Lewallen Advised Trust

1994

Ashburn Wright Wall Pollock Charitable Trust

1994

Ward Family Advised Trust

1995

A.J. Linville Memorial Fund

2006

Billy D. and Deborah Prim Donor Advised Fund

2004

Warthogs Baseball Community Trust

1999

Lowy Family Fund

1997

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

2007

Sharon L. Washington McBryde Memorial Fund

2005

Lydia Phillips McCabe Advised Fund

1997

Purcell Family Fund

2006

Jean and Phil Waugh Family Trust

2001

McGowen Charitable Fund

1996

David and Deborah Rice Fund

1995

Edward Kent Welch Memorial Fund

2005

McGuirt Family Fund

1996

T. Wayne Robertson Memorial Fund

1998

A.T. Williams Oil Company Fund

1988

J. Frank and Laura Turnage McNair Charitable Trust

1996

Roslyn Trust

2000

A. Tab Williams, Jr. Crime Prevention Fund

1996

William and Kim Means Charitable Fund

1996

Rubin Family Fund

2000

A. Tab Williams, Jr. Public Education Fund

1996

Medlin Charitable Fund

1994

Tom and Kathy Rucker Charitable Trust

2000

Catherine R. Williams Family Fund

2003

John and Kelly Merritt Family Charitable Fund

2007

Guy and Liz Rudisill Fund

1993

John W. and Donna H. Willingham Advised Fund

2006

Millbrook Fund

2005

Benjamin and Avon Ruffin Family Fund

2007

Diana Dyer Wilson Endowment Fund

1971

Henry S. and Martha S. Miller Advised Fund

2005

Jack and Betty Runnion Fund

1996

Jane Butler and J.D. Wilson Family Trust

1983

Dr. John H. and Elizabeth B. Monroe Fund

2002

Pearl and Ray Sams Family Trust

2000

Paula Wimmer Memorial Fund

2006

Elsie L. Morris Fund

1999

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

2005

Ann King Windham Fund

2004

Gene and Margaret Motsinger Family Fund

2006

Daniel and Linda Sayers Charitable Fund

1996

Winston Salem Civitan Club Candy Box Fund

1998

Michael Andrew Nachman Fund

1995

Margaret Scales and Graydon Pleasants Endowment

2007

Winston Salem Civitan Project Trust

1998

Mil and Marsh Naugle Fund

1999

Andrew J. and Ellen N. Schindler Advised Fund

2004

2001

Adrian R. and Robert D. Shore Trust

1999

Winston Salem/Forsyth County Economic Development Fund

1985

Neal Family Fund Lucian and Robie Neal Fund

2002

SKM Charitable Fund

2004

1997

Katie Sleap Memorial Fund

2005

Winston Salem/Forsyth County Excellence in Education Fund

1982

Stephen L. Neal Advised Fund T. David Neill Family Fund

1998

F. Conard and Jean Snyder Fund

2005

Winston Salem Police Benefit Fund

1980

O’Brien Family Fund

2005

Morris and Lillian Sosnik Memorial Fund

1987

2005

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

2007

Winston Salem Regional Association of REALTORS Charitable Fund

Rufus T. Stedman Memorial Fund

1931

Orr Family Charitable Trust

1999

Wolfe Family Fund

2000

Emily P. and Scott F. Sternberg Family Fund

1998

Katherine W. Otterbourg Fund

2003

Woman’s Club of Winston Salem

1935

Nealie Belk Stevens Fund

1962

C.T. Overby Youth Golf Fund

2006

Women’s Fund Endowment

2007

Richard and Wendel Stockton Fund

1997

Marlene and Craven Page Trust

1997

Rick and Lyn Worf Fund

1998

Janice Kulynych Story Fund

1998

Dwight E. and Annie E. Pardue Advised Fund

2004

Elizabeth L. Wyeth Fund

1998

Charles V. Taft Family Charitable Trust

1995

Harry O. and Margaret W. Parker Family Trust

2006

Bryan D. and JoAnn M. Yates Fund

2008

John A. and Marguerite B. Taylor Fund

1986

Nathan E. and Lisa J. Parrish Advised Fund

2007

1950

2008

Eugene and Ann Paschold Fund

1996

Thompson/Rotary Club of Winston Salem Educational Fund

Yasser and Georgia Youssef Family Trust Youth Philanthropy Initiative

2004

Bob Pate Memorial Fund

1987

Thornton Family Fund

2001

Pauline Davis Perry Fund

1996

Tuttle Family Charitable Fund

2005

the winston-salem foundation annual report

FUNDS AND DONORS [38–39]

Endowed funds

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

to exist, the Foundation has the responsibility to ensure that a donor’s original intent is met. Agency funds are established by charitable organizations themselves. The agency benefits from the Foundation’s professional investment management administration, allowing its staff and board to focus on providing necessary services to its constituents. new funds in 2009

purpose

Joyce Adger Endowment for Bethesda Center

Established by the agency with a grant to honor Joyce Adger from the Kate B. Reynolds Charitable Trust

Joel and Blanche Clingman Charitable Trust

Established with the remainder of the Joel P. Clingman Charitable Remainder Unitrust

Galloway Memorial Episcopal Church Endowment

Established by the church as an agency endowment

Institute for Dismantling Racism Endowment

Established by the Institute for Dismantling Racism Inc. as an agency endowment

John W. Landingham Fund

Established with the remainder of the John W. Landingham Irrevocable Living Unitrust for the benefit of The Western Carolina Alzheimers Association and Piedmont Baptist College

Mary A. Payne Charitable Fund

Established by the Mary Ann Payne Revocable Charitable Trust to benefit various organizations

Winston Salem Civitan Fund FUND

Established by the Winston Salem Civitan Club to support various charities year established

FUND

year established

FUND

year established

Louise and Sam Adams Designated Fund

2005

Bess Lee Burke Memorial Fund

2003

Friendship Force of Central North Carolina

1987

Emily Allen Wildflower Preserve Protection and Management Endowment

2001

Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund D

2000

Guy R. and Florence M. Fulp Charitable Trust

2000

Germanton United Methodist Church Cemetery Fund

1999

John Wesley Alspaugh and Celeste T. Alspaugh Memorial Trust for Children’s Home

1964

Calvary Baptist Church Fund

1998

Germanton United Methodist Church Fund

2005

American Red Cross (Northwest North Carolina Chapter) Endowment Fund

1997

Camp Civitan Fund

1986

2008

Camp Dogwood Endowment Fund

1995

J. Kirk Glenn Jr. Endowment for Crisis Control Ministry

Amos Cottage Harry O. Parker Wing Fund

2004

Dorothy M. Carpenter Fund

2008

Goodwill Industries of NW NC, Inc. Endowment

1997

Arts Council Endowment Fund

1957

Carr Family Fund Designated

2006

1998

Arts for Life Endowment

2008

1927

Bowman and Gordon Gray Trust

1970

Ashburn Trust Bowery Mission and Young Men’s Home

1970

Centenary United Methodist Church Sunday School Fund

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

Children’s Center Fund

2002

1970

Ashburn Trust World Vision

1970

1987

1928

Sarah Austin Child Development Center Trust

1995

Community Care Center for Forsyth County, Inc. Endowment

2007

Gordon Gray Trust Bowman Gray School of Medicine

1982

Associated Charities Fund

Perry B. Clark Memorial Fund of Leadership Winston Salem

Bowman Gray Trust Bowman Gray School of Medicine

James A. Gray Endowment

1946

Sarah Austin Family Services Shelter Trust

1991

2000

James A. Gray Foreign Mission Fund

1948

Group Homes of Forsyth, Inc. Endowment

1993

Habitat for Humanity of Forsyth County Endowment Fund II

1999

Gordon Hanes Memorial Endowment for Crisis Control Ministry

1995

Jacob F. Hanes Fund for The Children’s Home

1935 1935

Mary Ruth B. Barrett Fund

2006

Community Marrow Donor Program, Inc. Forsyth County Area Endowment

Celestine Pate Bass Memorial Hospice Fund

2007

Nottie Riddle Cook Fund

1986

Marshall B Bass Best Choice Center Endowment Fund

1997

Ray and Jackie Cope Scholarship Fund

2005

Marshall B Bass Fund for Senior Services

2008

Dewitt Cordell Education Endowment Fund

1987

Marshall B and Celestine P. Bass Endowment for St. Anne’s Episcopal Church Child Care Center

2008

Crimestoppers Endowment Fund

1992

Crisis Control Ministry, Inc. Endowment Fund

1987

Nathalie L. Bernard Fund

1963

Crosby Scholars Endowment Fund

2008

Jacob F. Hanes Fund for Superannuated Methodist Ministers

Big Brothers Big Sisters Services, Inc. Endowment

1996

Crosby Endowment Fund

1987

Joan H. Hanes Fund

1983

Mary Leight Booe Fund

1989

2002

Lewis Lee and Suzanne Ellis Hawley Memorial Fund

2008

Daniel and Jo Ann Boucher Industries for the Blind Endowment

2004

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

Charles E. and Pauline L. Hayworth Fund

1994

Bunny and Bill Davis Highland Scouting Fund

2000

Gertrude and Morris Brenner Fund

1993

Ada Hill and Jesse Davis Powers Fund

2005

Enrichment Center Endowment

2006

Hal Brownfield Endowment

2007

Mary Hill Habitat for Humanity Fund

1996

1999

Nick Bunce Friendship Fund

2002

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

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

2008

Bryon Tyler Burdick Memorial Fund

1989

Forsyth Jail and Prison Ministries Endowment

2002

James E., Jr. and Betty Jones Holmes Fund

1999

Designated and Agency Funds continued on next page

Designated and Agency Funds continued from previous page FUND

year established

FUND

year established

FUND

year established

Lawrence Byerly Holt, MD Memorial Fund

1988

Lucy Paynter Fund

2005

Ruth Stevenson Stewardship Endowment

2004

Raymond B. Hooker, Jr. Fund Designated

2000

Fred Taylor Peden Trust of St. Paul’s Wilkesboro

2001

Ralph and Peggy Stockton Arbor Acres Fund

2006

Hope Harbor Fund

1989

Penland School of Crafts Fund

1983

Sturmer Spay and Neuter Fund

1993

Hope Trust of Crisis Control Ministry

1995

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

1997

Summit School Endowment Fund

1959

Judith and Marbry Hopkins Endowment

1996

Francis D. and Phyllis Canup Pepper, Jr. Fund

1997

Robert E. Taylor Memorial Fund

1995

Louise S. Hunter Fund

2004

Louise A. Peterson Trust

2002

William Mills and Margaret Parks Taylor Fund

2007

Viola and Dwight Jackson Memorial Fund

1999

Pfafftown Jaycees Designated Fund

2005

Tower Fund

2008

Ella Mae Johnson Fund

1994

Piedmont Opera Endowment Fund

1987

Trinity Center Endowment Fund

2000

Johnson Family Cemetery Trust Fund

1999

Kerr and Naomi Pinnix Designated Fund

2006

2001

Jimmy Johnson Memorial Fund

2005

Orpha Marie Leonard Pope Fund

1986

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

June Porter Johnson Fund for Salem Academy and College

2006

Richard and Barbara Pope Trust

1998

Unitarian Universalist Fellowship Endowment

2002

Larriston Hill Powers Memorial Fund

2005

United Way Caring Shares Endowment

1990

Trey Jones Philmont Scholarship Fund

2007

1997

United Way Joel A. Weston, Jr. Memorial Endowment

1988

Junior League of Winston Salem Endowment Fund

1998

Preservation North Carolina Winston Salem Regional Office Endowment Fund

Forrest and Gene Vogler Arts Endowment

2008

Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center

2006

Kenneth O. Raschke Literacy Initiative Trust

1996

H. and E. Vogler Fund

1978

Stephen G. Richey Memorial Fund

1986

Jane R. Kennedy Endowment Fund

1989

Voluntary Action Center Training Endowment Fund

1986

Wood Richmond Memorial Fund

1960

Petro Kulynych/Blue Ridge Parkway Foundation Endowment

2003

2005

Golding H. Riddle Fund

1953

Spencer and Nell Waggoner Charitable Fund Designated

Peggy Bowen Leight Fund

2001

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

2001

John and Pauline Hoots Waller Trust

1999

Maintenance Trust for Lewisville United Methodist Church

1998

Right Turns for Youth Endowment

2003

Ina B. Watson Trust

2000

1985

Wilkes Library Endowment

2001

Little Theatre Endowment Fund

1996

Ronald McDonald House of Winston Salem, Inc. Endowment Fund

Wilkes Playmakers Inc. Endowment

2007

Lloyd Presbyterian Church Fund

2001

Lorraine Flynt Rudolph Endowment Fund

2004

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

1998

Love’s UMC Capital Needs Fund

2008

St. Paul’s Episcopal Church Endowment

1946

1993

Love’s United Methodist Church Memorial Fund

2008

St. Paul’s Episcopal Church Mission Fund

1950

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

Jennifer Lowy Dock Fund

1997

St. Paul’s Wilkesboro Endowment Fund

2001

Lowy Fund Shepherd’s Center

2000

1953

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

1996

St. Philip’s Episcopal Church Fund

1997

2007

1994

St. Stephens Episcopal Church Endowment

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

Jerome Madans Assistance Fund

2008

2001

1986

Anne and Bill Magness Meals on Wheels Fund

Samaritan Ministries Endowment Fund

LuTelle Sherrill Williams Fund

2000

Sawtooth Center for Visual Art Endowment

1996

2001

G.L. Millsaps Memorial Trust J. William Moir Charitable Trust

2006

Sawtooth Center for Visual Art Scholarship Fund

1996

Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center

1939

Second Harvest Food Bank of Northwest North Carolina Fund

1997

Diana Dyer Wilson Organ Maintenance Fund

Montague Scholarship Medal Fund

Winston Salem Delta Fine Arts, Inc. Endowment Fund

1993 1995

William G. Montgomery, MD Fund for Senior Services

1995

Senior Services, Inc. Endowment

1994

Winston Salem National Little League Endowment

2000

National Trust For Historic Preservation in the United States

1981

R.Y. and Eileen Sharpe Fund

1983

1999

North Carolina Academy of Physician Assistants Endowment

1992

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

1995

Winston Salem Piedmont Triad Symphony Heritage Fund Winston Salem Symphony Chair Endowment Fund

1971

1932

Shepherd’s Center of Greater Winston Salem Endowment Trust

2005

1999

George S. Norfleet Bible Fund

Winston Salem Twin City Host Lions Club Endowment Fund

Elizabeth C. and Ralph B. Ogburn Fund

1984

Irving and Minnie Sheppard Memorial Fund

1999

Wolfe Family Charitable Fund

1996

Old Hickory Council/Camp Raven Knob Endowment

1989

1978

Wolfe Steele Young Life Trust

1996

Old Hickory Council Endowment Fund

1997

Richard Edmund Shore Memorial Fund

2003

World Law Fund

1994

Harry O. and Margaret W. Parker Ophthalmology Research Fund

2004

Siloam Baptist Church Endowment Fund

1997

1999

Margaret W. Parker Fund for Amos Cottage Discretionary

2004

Paul and Sara Sinal Fund

1997

Bland and Ada Worley/Blue Ridge Parkway Foundation Trust

1968

Chris Yarborough Memorial Sawtooth Center Library Trust

1998

Margaret W. Parker Fund for Amos Cottage Operations

2004

Frances Horne Smith and Howard H. Smith Memorial Fund Special Children’s School Endowment

2007

YMCA of Greater Winston Salem Heritage Club Endowment

1995

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

1998

Gilbert W. and Gail S. Spencer Fund

2008 1982

Special Children’s School Jacqueline Styers Young Fund

2001

Sprinkle Mission Fund

Otis B. and Genevieve W. Parrish Endowment Fund II

1992

Lucy L. Stedman Memorial Fund

1931

Sloan S. Sherrill Fund

the winston-salem foundation annual report

funds and donors [ 4 0 – 4 1 ]

Endowed funds

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

establish named funds with a minimum of $10,000 to support students from a particular high school, church, or county, or for those who attend a specific college or university. new funds in 2009

purpose

Annie S. Alexander Memorial Scholarship

Established by Dr. Donna D. Alexander in memory of her mother to provide scholarships to students pursuing nursing degrees

Gwenn Steward Clements Scholarship

Established to support graduating seniors who have been solid English students at Lexington Senior High School

James L. Einstein College Scholarship Fund

Established in conjunction with Mr. Einstein's retirement from Rock Tenn Company Alliance Division

Matthew Alan Gfeller Memorial Scholarship

Established with memorial gifts from family and friends to support scholarships for students at R.J. Reynolds High School

Sergeant Mickey Hutchens Leadership Scholarship

Established in memory of Sergeant Hutchens who served as a police officer with the Winston Salem Police Department for 27 years and was killed in the line of duty

Tripp Joye Memorial Scholarship Fund

Established in memory of Milbourne L. "Tripp" Joye, III to provide scholarships to graduating high school seniors who will pursue a bachelor's degree in music

Andrew Lane Memorial/R.J. Reynolds Soccer Scholarship

Established by Sylvia Oberle and R.J. Reynolds High School to benefit members of the R.J. Reynolds High School varsity soccer teams

Mark James Mendenhall Memorial Scholarship Fund

Established in 1990 and endowed in 2009 to provide scholarships to graduating high school seniors from Forbush High School

FUND

year established

FUND

year established

FUND

year established

William H. Andrews/HAWS Scholarship Fund

1993

Marlene Marie Pope Flinchum Scholarship

2001

Johnny Lineberry Memorial Scholarship Fund

Zack H. Bacon IV Scholarship

2005

Forsyth County Nursing Scholarship Fund

1969

L. D. and Elsie Long Student Scholarship Fund

1980

Marshall B Bass Endowed Scholars Program at Winston Salem State University

2002

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

1995

2008

Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College

2005

Garden Club Council of Winston Salem and Forsyth County Scholarship

2004

Love’s United Methodist Church Scholarship for Christian Education Love's United Methodist Church Scholarship Fund

2008

Marshall B Bass Scholars Endowment Program at Livingstone College

2007

James A. Gray High School Alumni Scholarship

2002

Edwin E. and Grace Kimrey Maddrey Scholarship Fund

2003

Claude B. Hart Memorial Scholarship

2004

Mary Speer Martin Scholarship Trust

1997

Marshall B Bass Scholars Fund at Voorhees College

2004

William T. Hatch and Mabel P. Hatch Scholarship Fund

1994

Millennium Charter Academy College Scholarship

2007

F. A. and Charlotte Blount Scholarship

2007

Fred and Mozelle L. Hinshaw Scholarship Fund

1995

Julia Yokeley Miller Memorial Scholarship Fund

1983

Walter R. Hoag Scholarship Fund

1990

N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund

2003

Sam L. Booke, Sr. Scholarship Fund

1989

Boyles Eidson Scholarship Fund

2001

Jeanna Brown Memorial Scholarship Fund

1986

Tien Bui Memorial Scholarship

2007

Wes Burton Memorial Scholarship

2005

Ray S. Church Memorial Scholarship Fund

2006

Elmer and Rosa Lee Collins Scholarship

2006

Lloyd E. and Rachel S. Collins Scholarship Fund

2001

Mary Rowena Cooper Scholarship Fund

1991

D. C. Cornelius Memorial Scholarship Fund

2004

Serena D. Dalton Scholarship Fund

1977

Joseph E. Davies Scholarship Fund

2002

Bunny and Bill Davis Highland Scholarship Fund

2000

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

1994

Oliver Joel and Ellen Pell Denny Student Loan Fund

1985

Joyce and Jim Dickerson Scholarship Fund

2000

Wade and Marcelene Duncan Scholarship Fund

2004

East Forsyth High School Alumni Scholarship

2002

Fred Colby Hobson Scholarship Fund

1994

2008

Jack and Barbara Holt Memorial Scholarship Fund

2000

Gray W. Mock Family Scholarship

2005

Brevard R. Hoover, Jr. Leadership Award

2007

2007

I. W. Hughes Scholarship Fund

2008

Chester Arzell and Helen Miller Montgomery Scholarship Fund

Elizabeth Loving James Memorial Scholarship

2007

Paul Holcomb Murphy Memorial Fund

1983

John Russell Jarman Scholarship Fund

1996

Murray Supply Company Scholarship

2006

Flora Royall Johnson Scholarship Fund

1996

NC USSSA Scholarship

2007

1987

Emma Kapp Ogburn Memorial Fund

1946

Kapp Weaver Scholarship Fund Greensboro College

1997

2002

Kapp Weaver Scholarship Fund R.J. Reynolds High School

1997

Orthopaedic Specialists of the Carolinas Nursing Scholarship Jeannette Anderson Parker Memorial Scholarship Fund

2008

J. Lee Keiger, Jr. Family Fund

1999

Alice Conger Patterson Scholarship

2007

Douglas Gray Kimel Scholarship Fund

2007

William H. and Lena M. Petree Trust

Law Enforcement Benefit Fund

1993

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

2004

Law Enforcement Family Scholarship Fund

1994 1992

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

2004

Leinbach Chain Breaker Scholarship Fund William H. Lester Packaging and Graphics Scholarship Fund

1990

Philo ABC Memorial Scholarship Fund

2001

Stella B. Johnson Scholarship Fund

1996

Pfafftown Jaycees/Lynn Canada Memorial Scholarship 2005 Fund Student Aid Funds continued on next page

The Winston-Salem Foundation Student Aid Funds – continued from previous page FUND

year established

Dean Prim Scholarship Fund

1989

Robert G. Prongay Memorial Scholarship

2001

Patty Brendle Redway Fund

1996

Reynolda Rotary Memorial/Clarence "Big House" Gaines Scholarship Fund

2005

Scholarship and Education Grant the winston-salem foundation Scholarship and Education

Grant, established in 2008, provides scholarships and grants to outstanding Forsyth County students as they pursue post-secondary

Kate B. Reynolds Scholarship Fund

1979

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

1998

education. Recipients must demonstrate exceptional leadership, school

John S. and Jacqueline P. Rider Scholarship

2004

service and community involvement.

Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund

1996

Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund

1998

aid funds listed below that were combined to provide the initial funding

Samuel K. Rowland Trust

1928

Ray and Pearl Sams Scholarship Fund

1999

for The Winston-Salem Foundation Scholarship and Education Grant.

Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund

2008

Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund

1997

Sharpe Student Loan Fund

1981

Bruce Shelton Scholarship Fund

1991

The Foundation greatly appreciates the previously-established student

We are also grateful for individual donors to the fund (through 2009) who are acknowledged below. Additional contributions from the public are welcomed as we seek to make our community stronger through the higher education of our youth.

Thomas E. Shown, MD Scholarship Fund

2006

Paul and Evelyn Snow Scholarship Fund

1998

Component Fund

Ann Lewallen Spencer Scholarship Fund

1995

Guy J. Bridges, Jr. Educational Fund

Stultz Scholarship Fund

1982

Leo Caldwell Memorial Student Loan Fund

Year Established 2006 1923

Summit School Opportunity Fund

2006

Stanley Michael Elrod Scholarship Fund

Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship Fund

1966

Emergency Loan Fund

1937

Jeff Turner-Forsyth Audubon Scholarship Fund

2005

John L. Gilmer Student Loan Fund

1947

Nell and Spencer Waggoner Scholarship Fund

2005

Art and Dannie Weber Scholarship

2007

Art and Dannie Weber Fund for Forsyth Technical Community College

2007

Erma Drum Webster Fund

1996

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

2001

2004

John Gold Memorial Fund

1976

Anna Hodgins Hanes Student Loan Fund

1926

Stanley D. Hartgrove Memorial Scholarship Fund

1997

Keith Jackson Memorial Fund

1976

Lasater Student Loan Fund

1927

Norfleet Memorial Fund

1976

Lucy Simmons Puryear Memorial Scholarship Fund

1994

A.T. Williams Oil Company Scholarship Fund

1998

W. N. Reynolds Student Loan Fund

1931

A. Tab Williams, Jr. Scholarship Fund

2003

M. D. Stockton Education Fund

1927

Elizabeth T. Williams Memorial Scholarship

1999

N. D. Sullivan Charitable Trust

1971

Edwin H. and Louise N. Williamson Endowed Scholarship

2007

George B. Whitaker Memorial Student Loan Fund

1927

The Winston-Salem Foundation Student Loan Fund

1947

Winston-Salem Hospitals Consortium Nursing Student Loan Fund

1981

Anonymous

Erica Wolfe Memorial Scholarship Fund

1998

Yadkin County Association of Educators (YCAE) Scholarship Fund

1985

Charles R. Hemrick/Norma Charles-Sink through the Sam N. Carter and Pauline H. Carter Fund

Blanche Raper Zimmerman Scholarship Fund

1986

Marcus Raper Zimmerman Scholarship Fund

1983

donors Mr. and Mrs. James W. Armentrout

Mr. Ian Prior – Spector Limited

the winston-salem foundation annual report

funds and donors [42–43]

non-endowed funds

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

efficiency of these funds, many donors use them for annual charitable giving purposes. new funds in 2009 Anonymous

Jane P. Masich Advised Fund

Peter Perret Fund for Young Musicians

Stewart and Tracey Beason Charitable Fund

Walter McDowell Advisory Fund

Steve and Nancy Rowell Charitable Fund

Robert F. Coil Advised Fund

Mist Island Foundation Fund

Thomas Teague Fund

Nella P. Fulton Advised Fund

Dan and Bonnie Murphy Charity Fund

Susan B. Wall Advised Fund

Paul Fulton Non Endowed Advised Fund

Keith and Lisa Norman Family Advised Fund

Mr. and Mrs. Scott K. Young Charitable Fund

Frank and Margaret Hunter Fund

Novant Community Benefit Funds

Tom and Jean Adams Fund

Bridgeford Charity Fund

Ray and Jackie Cope Fund

David and Liz Albertson Fund

Michael Britt Family Fund

Harry Corpening Fund

Hannah Albertson Fund

Dr. Richard A. Brodkin Advised Fund

James and Barbara Corrigan Advised Fund

Martha Albertson Fund

Brookfield Fund

Dr. and Mrs. Robert J. Cowan Advised Fund

Betty and Eben Alexander Advised Fund

Grace and Jimmy Broughton Fund

Nancy and Scott Cramer Advised Fund

Elms and Harriet Allen Advised Fund

Henrietta Dibrell Brown Advised Fund

Craven Family Fund

Gayle Anderson/Carey Hedgpeth Fund

Kenton and Amy Brown Fund

Jane and Penn Craver Advised Fund

Dr. Stephen G. and Cynthia Anderson Advised Fund

Kirby C. Brown Fund

Mrs. Elizabeth W. Crockett Advised Fund

Mr. and Mrs. James N. Andrews Fund

Patty and Malcolm Brown Fund

O.K. Crouch Family Fund

Anonymous (5)

Rodney C. and Martha R. Brown Fund

Rick and Sara Crowder Charitable Fund

ARC Fund

Canary Fund

Grace L. Cullinan Advised Fund

Marie and Guy Arcuri Family Fund

Angela and William Carr Advised Fund

Julia C. Cullinan Advised Fund

Douglas D. Arnold and Lynn E. Calhoun Advised Fund

Anne S. Carr Advised Fund

Walker M. Cullinan Advised Fund

Dan and Margaret Austell Fund

Thomas A. and Kay B. Carter Advised Fund

S. G. Dale Fund

Dr. Khosrow Bahrani Advised Fund

David and Deborah Cassels Fund

Bill and Betty Gray Davis Advised Fund

Charles S. and Beth D. Baldwin Advised Fund

Mr. and Mrs. Thomas H. Caudle Advised Fund

Mr. and Mrs. John W. Davis Advised Fund

Pam and Bill Ball Advised Fund

Cavanaugh Fund

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

R. Barrett Family Fund

Steve and Tonya Cavanaugh Hope Fund

Dr. James Day Advised Fund

Marshall B and Celestine P. Bass Non Endowed Advised Fund

Hobart and Adelaide W. Cawood Fund

Deaton Family Advised Fund

Michael and Julie Baughan Fund

John and Victoria Ceneviva Fund

Louis Nelson Dibrell III Family Fund

Bill and Louise Bazemore Fund

Chuck and Bobbie Chambers Advised Fund

Patricia Ann Rudolph Dixson Advised Fund

Edward S. and Barbara T. Beason Advised Fund

Dudley C. and Winborne S. Chandler Fund

Kay and Dan Donahue Fund

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

Barbara F. Chatham Advised Fund

Mr. and Mrs. James W. Douglas Advised Fund

Mr. and Mrs. Graham F. Bennett Advised Fund

Jerry and Brenda Cheek Charitable Fund

Thomas S. Douglas, III Advised Fund

Bentley Fund

Children's Enrichment Fund

Ashley H. and Graham P. Dozier Advised Fund

Deborah L. Best Advised Fund

Christopher Fund

Dale E. and Luci H. Driscoll Advised Fund

Mr. and Mrs. H. Lee Bettis Advised Fund

Nick and Jennifer Chrysson Advised Fund

Noel Lee Dunn Advised Fund

David and Susanne Blanco Advised Fund

Jeff T. and RenĂŠ F. Clark Advised Fund

Eagan Brothers LLC Fund

Frank L. Blum Fund

Gwenn S. and Michael L. Clements Advised Fund

Robert and Amy Egleston Advised Fund

June and Jack Blunk Fund

D. Elwood and Helen H. Clinard Fund

Eisenberg Family Advised Fund

Paul Breitbach Fund

Kirtan Coan and Al Greene Advised Fund

Aurelia Gray Eller Fund

Brendle Advised Fund

Sophia Cody Advised Fund

Jerry and Janet Enos Fund

Felice and Richard A. Brenner Fund

Gary W. and Virginia F. Cole Advised Fund

Gerald and Ann Esch Donor Advised Fund

Mike and Wendy Brenner Charitable Fund

David Collins Fund

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

James T. and Betty S. Brewer Fund

Barry and Dottie Cook Fund

Falken Family Fund Non Endowed Advised Funds continued on next page

Non Endowed Advised Funds continued from previous page Donna and Michael Fina Advised Fund

Jay and Jane Helvey Advised Fund

Marieanne and Jerry Long Advised Fund

Gary G. and Diana B. Fleming Fund

Page Daniel Hill Fund

Matt and Emmie Long Fund

Representative Dale and Synthia Folwell Family Fund

Doris and William Hohman Non Endowed Advised Fund

Frank and Kay Lord Advised Fund

T. Vernon and Jennifer K. Foster Fund

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

David and Libby Lubin Fund

Alice Foster Ficken Fund

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

Gail Lybrook Advised Fund

Cecil and Henrietta Foushee Advised Fund

Homebuilders Association of Winston Salem Charitable Fund

Dr. Mark P. Maier Advised Fund

Sheila F. and John C. Fox Fund

Bob and Gwynn Hooks Fund

Richard A. and Carrie Wall Malloy Advised Fund

Alice Dibrell Freeman Family Fund

Horton Family Fund

Deborah S. Marshall Non Endowed Advised Fund

Mr. and Mrs. Alex H. Galloway Advised Fund

Hamilton C. Horton, Jr. Family Advised Fund

Mr. and Mrs. James E. Martin Advised Fund

Camille and Jim Galloway, Jr. Advised Fund

Wava Howard Runnymede Beautification Fund

Janet and O. C. Martin III Fund

Dr. Kenneth R. Gallup, Jr. Advised Fund

Eric N. Hoyle Advised Fund

Dr. Richard Marx Advised Fund

Caroline Gamble Charitable Fund

Robert C. and Catherine C. Huber Advised Fund

Doug and Mary Anne Maynard Fund

Harold and Patricia Garner Donor Advised Fund

Tom and Lucia Hughes Family Fund

Drane and Bill McCall Advised Fund

John and Linda Garrou Advised Fund

Ann and Dudley Humphrey Advised Fund

Thomas P. and Anne B. McDowell Fund

Gfeller Family Fund

John W. Hunt Advised Fund

Sarah Murphy McFarland Advised Fund

Matthew Alan Gfeller Memorial Fund

Hunter Family Fund

Cathleen and Ray McKinney Fund

Jim and Mary Alice Gibbs Advised Fund

Mr. and Mrs. David A. Irvin Advised Fund

John and Grace McKinnon Advised Fund

John Munro and Flavel McMichael Godfrey Advised Fund

Jim and Dianne Iseman Charitable Fund

J.P. McMichael, Jr. Advised Fund

Ted and Julia Ann Goins Advised Fund

Susan M. Ivey Advised Fund

J. Frank and Laura Turnage McNair Advised Fund

Tony and Vi Golding Fund

Francis and Adele James Advised Fund

Mrs. C.C. McNeely Advised Fund

Goodrum Family Advised Fund

Jarrahi Family Advised Fund

Thomas C. McNeil and Sandra B. McNeil Advised Fund

Alice Jane Goodson Fund

JG Advised Fund

Judson J. and Alice C. Milam Fund

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

Elizabeth G. and Stephen A. Johnson Charitable Fund

Charles W. Miller Fund

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

Ann and Halbert Jones Charitable Fund

Susan Dibrell Miller Family Fund

Thomas O. and Leesa L. Goodson Advised Fund

JSCG Donor Advised Fund

Richard and Laura Montgomery Advised Fund

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

Pam and Fred Kahl Advised Fund

Elsie L. Morris Advised Fund

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

David and Rachel Katzer Charitable Gift Fund

J. Frank and Lynda K. Morris Advised Fund

Kathryn Hanes Graves Advised Fund

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

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

C. Boyden Gray Advised Fund

Sherry A. Kellett Fund

R. Frank and Mary Jo Murphy Advised Fund

Hunter Gray Advised Fund

Stanhope A. and Elizabeth Kelly Advised Fund

Murray Supply Company Advised Fund

Alfa and Gerry Gunzenhauser Non Endowed Advised Fund

Charlie L. Kennedy, MD Donor Advised Fund

Walter V. and Martha W. Murray Advised Fund

Carlota G. Haberkern Fund

Robert M. and Mary R. Kerr Advised Fund

Robert F. and Bonnie L. Naas Advised Fund

Hall Family Fund

Nancy T. and Richard J. Keshian Fund

Mr. and Mrs. Lucian H. Neal Advised Fund

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

Cornelius Vanstory King Advised Fund

J. & J. Neely Advised Fund

Hands and Feet Fund

Robert W. and Candy E. Kiser Charitable Fund

David and Scottie Neill Advised Fund

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

Edith and Bill Knott Fund

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

Helen C. Hanes Fund

D. Joyce Kohfeldt Fund

William Robert and Elizabeth H. Newell Advised Fund

Jim Hanes Fund

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

Fred and Lillian Nordenholz Fund

Marcus Hanes Fund

Pete Kulynych Advised Fund

Robert S. and Marianne D. Northington Advised Fund

Robin M. Hanes Fund

Gilmour and Nancy Lake Advised Fund

Anita and Tom Ogburn, Jr. Fund

Kathy and Jim Hardison Advised Fund

Lambeth Family Fund

Laney and Merritt Orr Fund

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

Susan and George Lautemann Advised Fund

Judith R. and Samuel H. Owen Fund

John and Anne Harrison Advised Fund

Annette M. Leight Advised Fund

Ben C. and Mildred W. Paden Advised Fund

Hash Advised Fund

Margaret G. Leight Advised Fund

Mr. and Mrs. Craven Page Advised Fund

Linda Adair Hatcher Memorial Fund for Eating Disorders

Mary A. Leight Advised Fund

Mary Beth and Bob Parker Fund

Charles H. and Susan Hauser Advised Fund

Kathy and Mike Lewis Fund

Margaret Weatherspoon Parker Fund

Don and BĂŠ Haver Advised Fund

Lillie's Friends Foundation Fund

Brookes H. Parrish Fund

Dick and Karen Hedrick Advised Fund

Dr. A. Stanley and Mary Margaret Link Fund

Joe and Britt Parrish Fund

Dr. Eugene Heise Advised Fund

George and Susan Little Advised Fund

The Pathways Fund

Edna and Jeff Helms Fund

Margaret Rose Long Non Endowed Fund

John and Dominique Patrick Fund Non Endowed Advised Funds continued on next page

the winston-salem foundation annual report

FUNDS AND DONORS [44–45]

non-endowed funds Non Endowed Advised Funds continued from previous page Lucie and Chuck Patton Fund

Jill Runnion Fund

Donald K. and Beverly L. Truslow Advised Fund

Carol and Raymond Pearson Charitable Fund

Dr. Wilson and Marcia Russell Fund

Mary Kay Tucker Advised Fund

Brenda B. Penney Advised Fund

SGK Fund

Eleanor James Vance Advised Fund

Clifford and Elizabeth Perry Advised Fund

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

Stuart F. and Frances McD. Vaughn Advised Fund

Ford and Jeanene Perry Advised Fund

William Madison and Phoebe Barnhardt Satterwhite Fund

Peter and Carol Vrooman Advised Fund

Pauline Davis Perry Advised Fund

M. Garnett and Georgia G. Saunders Fund

Bruce D. Walley, M.D. Fund

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

Robert D. and Pamela B. Saunders Fund

Hans W. and Elizabeth K. Wanders Advised Fund

Thomas D. and Katherine E.M. Schroeder Fund

Pfefferkorn Company Advised Fund

Jack and Jean Ward Advised Fund

The Servanthood Fund

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

William G. Ward MD Family Advised Fund

Beverly Britton Rudolph Shaw Advised Fund

Mr. and Mrs. Stephen F. Phelps Advised Fund

Leslie R. and Robert E. Warhover Advised Fund

Bill and Shirley Shaw Fund

Pine Hall Brick Co. Fund

Bill and Judy Watson Fund

A. Lincoln and Nancy D. Sherk Fund

David and Ingrid Pisetsky Advised Fund

Cornelia K. Weigl and Lachlan MacLachlan Advised Fund

Adrian and Bob Shore Advised Fund

William Pitser Advised Fund

Henry and Martha Wellman Advised Fund

Dr. Thomas E. Shown Advised Fund

Margaret Scales and Graydon Pleasants Advised Fund

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

Joe B. and Virginia L. Simpson Advised Fund

Nancy and Ed Pleasants Advised Fund

Mr. and Mrs. P. Everett Wells, III Advised Fund

Martha and Tom Simpson Advised Fund

Ruth M. and Clifton E. Pleasants Fund

Togo D. West, Jr. Advised Fund

Catharine N. and Kenneth N. Sisk Fund

Dr. Harold C. Pollard, III Fund

Harden and Janet Wheeler Fund

Debra Runnion Sizemore Fund

Dr. and Mrs. Eddie Pollock Advised Fund

Ms. Elizabeth N. Whitaker, II Advised Fund

Mike and Beth Skorich Advised Fund

Robert S. and Wanda E. Pool Fund

Louisa Whitaker Advised Fund

Kenny and Amy Smith Fund

T.J. and Nancy Pulliam Advised Fund

William A. Whitaker Advised Fund

Brant and Kay Snavely Fund

Mrs. Elizabeth L. Quick Advised Fund

Nancy and Monty White Advised Fund

Snyder Family Fund

George and Susan Ragland Fund

Scott and Lauren Wierman Advised Fund

John and Nancy Southard Advised Fund

Rainey Charitable Fund

Paul and Jan Wiles Charitable Gift Fund

Spaugh Family Fund

Ramona Fund

Arthur T. and Catherine R. Williams, III Advised Fund

Mary Jo W. and R. Arthur Spaugh Fund

David B. Rea Non Endowed Advised Fund

Dr. and Mrs. S. Clay Williams, Jr. Advised Fund

Ann Lewallen Spencer Fund

Donald J. and Deborah R. Reaves Family Fund

John G. and Patricia G. Williard Advised Fund

Nancy Spencer Advised Fund

Reaves Family Charitable Trust

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

Michael W. Sperry Advised Fund

Burton and Frances Reifler Fund

Mr. and Mrs. H. Norton Willis Fund

Bobby and Jan Sprinkle Family Trust

Dick and Sandy Respess Fund

Robert M. Willis Fund

W. Fletcher and Anna B. Steele Family Fund

Reynolda Rotary Benevolence Fund

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

Stratford Rotary Benevolence Fund

Dr. Vade Rhoades Fund

Mrs. Nancy H. Wilson Advised Fund

Kathryn Kendrick Streng Advised Fund

Lori and Pat Riazzi Fund

W.T. Wilson Advised Fund

Richard and Nancy Sullivan Fund

Richard T. Rice Advised Fund

M. Powell and Gertrude S. Winstead Advised Fund

John J. and Betty Pratt Sutton Advised Fund

Rickelton Fund

Winters Advised Fund

Nancy King Tanner Advised Fund

Jacqueline P. Rider Advised Fund

Winston Salem Rotary Benevolent Fund

Targacept TargaCare Fund

John and Lynn Roach Advised Fund

Winston Salem Twin City Host Lions Club Advised Fund

John A. Taylor Advised Fund

Pauline and Norwood Robinson Fund

Calder and Martha Womble Advised Fund

Marguerite B. Taylor Advised Fund

David F. and Martha Wilson Rowe Advised Fund

Erna and Bill Womble Advised Fund

Ron and Merle Tedder Charitable Fund

Michael and Deborah Rubin Advised Fund

Ralph H. Womble Advised Fund

Louise Dibrell Theberge Family Fund

Curtis Flynt Rudolph Advised Fund

William F. Womble Advised Fund

John B.R. Thomas Donor Advised Fund

Mr. and Mrs. V. Carver Rudolph Fund

James and Johanna Yopp Fund

F. Nelson Tomlinson Advised Fund

Sanford Harrison Rudolph Advised Fund

Lynn and Jeff Young Fund

Dr. and Mrs. James F. Toole Advised Fund

James M. and Lorre C. Ruffin Fund

Stephen and Bonnie Zades Advised Fund

Triad Academy Scholarship Fund

Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund

Mr. and Mrs. Nick G. Zegrea Advised Fund

Triantos Fund

[ 4 6 – 4 7 ] funds and donors

the winston-salem foundation annual report

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

Tollie Barber Memorial Fund

Vanessa C. Anthony Hope Memorial Fund

Stokes County Trust Fund

Clifton E. and Ruth Brewer Beck Memorial Fund

Hospital Hospitality House of Winston Salem

Antony Swider Art Education Scholarship

Black Philanthropy Fund

iCan House Fund

Take the Lead North Carolina Fund

Jackie Brooks Memorial Fund

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

Twin City Youth Baseball Association Fund

Buena Vista Median Restoration Project

Jane's Gift of Hope Fund

Vigils for Healing Fund

CDI Symposium Fund

Rachael Tolson Law Memorial Scholarship Fund

Maytrice Walton Scholarship Trust Fund

Children of Vietnam Fund

Lions Booster Club Fund

Michael and Buffy Waltrip Charitable Fund

Andrew Blake Clark Memorial Scholarship

Douglas N. Marlette Memorial Scholarship Fund

Welch Advised Fund

Clemmons Dog Park Fund

R. B. Matthews Student Assistant Fund

Elaine White Memorial Fund

Craven Habitat Fund for Deaf Adults

Medical Mission Initiative

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

ECHO Network Fund

Ricky Douglas Mitchell Scholarship Fund

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

Flow Automotive Companies Scholarship Fund

New Winston Museum Fund

A. Tab Williams, Jr. Fund for Senior Services

Fondue Fund

NCAPA Project Fund

Winston Salem Community Development Collaborative

For Katie's Sake Fund

NC Canso Development Fund

Winston Salem Community Development Fund

Forsyth Common Vision Council Fund

Jackson Potter Paul Arts Fund

Winston Salem/Forsyth County Sports Medicine Fund

Forsyth Fund for Teaching Excellence

Peace Haven Baptist Church Fund

Winston Salem Children & Youth Fund

Denise Franklin Journalism Scholarship

Roaring Gap Fund

Winston Salem Sidewinders Fund

Friends of the Hollywood Cemetery Fund

Roaring Gap Scholarship Fund

With Help From Friends

Give The Kids A Reason Fund

Salem College Student Philanthropists Fund

Women's Fund of Winston Salem

Alice O'Kelley Goodson Memorial Fund

Salem Lodge #139 / Robert A. Miller Memorial Fund

Youth Activities Fund

Josh Gray Memorial Scholarship Fund

Carl R. Sapp Field Enhancement Fund

ZAP Fund

HAWS/Happy Hill Fund

Harry Scofield Fund

Peter Hinkle Memorial Fund

Jonathan LaRon Skinner Memorial Scholarship Fund

funds and donors

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

direct income from the trust to the Foundation and/or other charities for a designated period of years. At the end of that period, the principal can be redirected according to the terms of the original trust documents. CRTs provide life income to designated individuals with the remainder interest of the trust ultimately going to charity.

Abner Alexander Irrevocable Living Annuity Trust

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

Elms and Harriet Allen Unitrust

William and Drane Vaughn McCall Irrevocable Living Unitrust

Stephen G. Anderson Irrevocable Living Unitrust

Nancy Davis McGlothlin Charitable Remainder Unitrust

Anonymous (2)

John B. and Grace D. McKinnon Irrevocable Living Unitrust

James L. Barnhardt Charitable Remainder Unitrust

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

Edward S. and Barbara T. Beason Unitrust

Margaret W. Parker Charitable Lead Unitrust

Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust

C. Edward Pleasants Charitable Remainder Unitrust

Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust

Nancy T. Pleasants Charitable Remainder Unitrust

George and Edna Blanton Charitable Annuity Trust

Ruth M. Pleasants Irrevocable Living Unitrust

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

James A. Roddick, Jr. 2008 Charitable Remainder Annuity Trust

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

F. Conard and Jean Snyder Charitable Lead Annuity Trust

Ann Blanton Breese 2007 Charitable Remainder Unitrust

Nancy H. Southard Irrevocable Living Unitrust

Harry O. Corpening Charitable Remainder Unitrust

Nancy S. Spencer Charitable Remainder Unitrust

Athalene Couch 2007 Charitable Remainder Annuity Trust

Edward E. and Jean Jennings Stivers Charitable Annuity Trust

Athalene Couch 2007 Charitable Remainder Unitrust

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

Joyce H. and James P. Dickerson Charitable Remainder Trust

David H. Tate Irrevocable Living Unitrust

Frank E. and Mary B. Driscoll Charitable Remainder Trust

Jesse C. Temple 2007 Charitable Remainder Annuity Trust

Elizabeth T. Edmondson Irrevocable Living Annuity Trust

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

Rita D. Fitzgerald Charitable Remainder Annuity Trust

L. Frances S. Temple Charitable Remainder Unitrust

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

M. Louise Thomas Charitable Remainder Unitrust

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

Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust

J. Beeson Grubbs Irrevocable Living Annuity Trust

Hans W. Wanders Irrevocable Living Unitrust

Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust

Arthur G. and Susanne S. Weber Charitable Remainder Unitrust

Lawrence R. Hine Irrevocable Trust

A. Tab Williams, Jr. Charitable Annuity Lead Trust

Edmund B. Hopkins Irrevocable Living Unitrust

Willingham Irrevocable Living Annuity Trust

Lucy Kaplan Irrevocable Living Unitrust

Mathilda G. Wolfe Testamentary Charitable Remainder Unitrust

William A. and Edith T. Knott Irrevocable Living Unitrust

Jane Gilbert Womble Irrevocable Living Unitrust

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

W.F. Womble Irrevocable Living Unitrust

Mary Annette Leight 2002 Charitable Unitrust

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

Douglas Lewis Family Charitable Remainder Unitrust

Roma Lee Woosley 2005 Charitable Remainder Annuity Trust

Curtis and Sara Long Charitable Remainder Unitrust

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

to the Foundation are made. The specially commissioned, leather-bound book is displayed in the Foundation’s reception area and contains more than 8,600 names. The Foundation provides an acknowledgment to the appropriate person(s) to let them know that a memorial gift has been made and that the name of the deceased has been inscribed in the Book of Memory.

THE FOllOwing naMEs wERE EnTEREd inTO THE BOOK OF MEMORY in 2009: Elaine Abramson

George William Colvin, Jr.

Barbara Barnes Hauptfuhrer

Ann Bowles Miller

Frances Smeyers Thomas

Lin Adams

John M. Cox, Jr.

Richard Steven “Rick” Hemrick

Frederick Thomas Minnis

Jack E. Thornton, Sr.

Annie S. Alexander

Johnsie C. Cunningham

Peggy Blum Hill

Lou McMichael Miracle

Bynum Ellsworth Tudor, Jr.

Vanessa C. Anthony

Courtland Harwell Davis, III

Dan McLaughlin Hobson

Clayton Moore, Jr.

Richard H. Tyndall

Edward Callaway “Ned” Austell

James Davis

William Frederick Hohman

Rebecca Jane Wolfe Myers

Earl Craig Wade, Jr.

John Lloyd “J.L.” Axsom, Jr.

Ann Donnelly

James T. Holt, Sr.

Geraldine Alspaugh Nifong

Louise Bennett Bahnson

Richard Joseph Dorgan

William R. “Bill” Howard

Richard Dewitt “Dick” Ogburn

Ann Conrad Rainey “Connie” Weidman

Ruth Miller Becher

Mary Elmore Finley

Catherine Clark Montague Huber

Shirley Denny Olive

Everette William Beckner

Kaitlin “Katie” Fitzgerald

June Porter Johnson

Ora Elizabeth Stone Owen

Irmhild Berndt

Dorothy Florence

Kenneth A. Johnson

Kathryn Sue Wilson Peatross

Helen Hughes Blum

Cecil Shelton Foushee

Kenneth B. Keels

Clyde M. Powers

Betty R. Boney

William Ragsdale “Will” Froelich

Jane Keith

Wanda Atkins Ransom

Henry M. Booke, Jr.

Ralph Edward Garner

Linda Louise Binkley Ketner

William Neal Reynolds, II

Jean Hartman Browning

Katherine Ives Gheesling

Gretchen Simons Klaff

Ann Crews Ring

David Eugene Butner

Larry Gillenwater

Edwin M. Leight, Jr.

Allan L. Rohrbaugh

Amy Rose Delp Byrd

Alice O’Kelley Goodson

Anne Kimbrough Ligon

Dr. Clemens Harold Sandresky

Patricia Jones Cain

Howard Gray

Raymond Lockwood

Kenneth Joseph Scales

Eva Calloway

Joseph Turner Greene, Jr.

Regina Irene Derwin Lofland

David Glen Shepherd

Thomas Hilary Chambers

George Griswold, VIII

Anthony M. “Tony” Masich, Jr.

Jonathan LaRon Skinner

Paul E. Cheek, Jr.

Richard Edward Guthrie, Jr.

Drane Vaughn McCall

Dr. Marcus Frank “Buddy” Sohmer, Jr.

Errol Milner Clifford

Robert Harper

Dr. Quincy A. McNeil, Jr.

John Peter Strug, Jr.

the winston-salem foundation annual report

Mary Anne Whicker Catherine Caldwell Whitney Paul Dean Williams Preston Allen Williams Nancy Pixley Wilson Robert Louis Wolfe Stephen Hugh Wolfe Kelly Jo Petersen Womble Pamela H. Gagner Wyatt Helen Kent Yates Dorothy Jane Plumer “Billie” Yeager

Funds and dOnORs [48–49]

Funds and dOnORs

The Legacy Society THE FOundaTiOn’s lEgaCY sOCiETY honors those generous individuals or couples who have established or added to permanent endowments totalling

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

The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2009. If you have fulfilled the Legacy Society criteria and you are not listed, please let us know. On behalf of future generations, we gratefully thank these donors for their plans to contribute to such an enduring legacy for our community.

lEgaCY sOCiETY MEMBERs Anonymous (14)

Mrs. George Blanton

Mrs. William H. Carr

Ms. Rebecca M. Deaton

Mr. Paul Fulton, Jr.

Ms. Katherine Acton and Mr. Gerald Smith

Dr. and Mrs. F. A. Blount

Ms. Genie Carr

Mr. and Mrs. Albert J. DeForest, III

Mrs. James A. Fyock

Mr. and Mrs. J. Hal Bolin

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

Mr. and Mrs. Joseph R. Delia

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

Mr. and Mrs. Henry M. Booke

Ms. Dorothy A. Caudill

Dr. and Mrs. John W. Denham

Mr. John K. Gallaher

Mr. Sam L. Booke, Jr.

Mr. and Mrs. C. Ray Caudle

Ms. Jan M. Detter

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

Claude and Judy Booker

Mr. M. Campbell Cawood

Dr. and Ms. James P. Dickerson

Ms. Kathryn W. Garner

Mr. and Mrs. Julian R. Bossong

Ms. E. Jeanine Chadwell

Mr. and Mrs. James H. Diggs

Mr. Harold R. Garrison

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

Mr. and Mrs. Charles W. Chambers

Mr. and Mrs. Joe Dillon

Brittney J. Gaspari

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

Mrs. Elaine D. Dowdell

John and Jane Gehring

Mr. and Mrs. Magnus Andersen

Mr. and Mrs. Chris Chapman

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

Mr. and Mrs. Bruce Downing

Mr. and Mrs. Thomas O. Goodson

Ms. Gayle N. Anderson

Mrs. Norma Charles Sink

Dr. Sherrill Braswell

Mr. and Mrs. Graham P. Dozier, III

Mr. William A. Goodson, Jr.

Dr. and Mrs. Stephen G. Anderson

Mrs. Barbara F. Chatham

Ms. Susan F. Braswell

Ms. Grace Draman

Mr. and Mrs. Bryce Gordon

Mr. and Mrs. John Appel

Mr. and Mrs. Gerald L. Chrisco

Ms. Ann Blanton Breese

Mr. and Mrs. Dale E. Driscoll

James and Natasha Gore

Mr. W. A. Armfield, Jr.

Mr. and Mrs. Robert C. Clark

Mr. and Mrs. J. Paul Breitbach

Mr. Frank E. Driscoll

Dr. and Mrs. Louis N. Gottlieb

Dr. and Mrs. Donald L. Armitage

Mr. and Mrs. George M. Cleland

Mr. and Mrs. Abe Brenner

Dr. and Mrs. Joseph B. Dudley

Richard and Liana Gottlieb

Mrs. Teresa R. Ashburn

Mr. and Mrs. Michael L. Clements

Ann L. Brenner

Ms. Nancy Dunn

Mr. Vergil H. Gough

Drs. Anthony and Katherine Atala

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

Mr. and Mrs. Michael Brenner

Mr. Noel Lee Dunn

Mr. and Mrs. Bernard Gray

Ms. Lisa L. Austin

Mr. and Mrs. John Wayne Clodfelter

Mr. and Mrs. Paul Briggs

Ms. Mignon Durham

Mrs. James A. Gray, Jr.

Mr. and Mrs. Bruce M. Babcock

Mr. and Mrs. Gary W. Cole

Mrs. Lenora J. Brown

Mrs. Mary M. Eagan

Mrs. J.T. Greene, Jr.

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

Mr. Elmer Collins

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

Mr. J. Beeson Grubbs

Mr. and Mrs. William P. Baldridge

Mr. George L. Cooper

Mr. and Mrs. Fred G. Eidson

Mr. John D. Budd

Mr. and Mrs. James L. Einstein

Dr. Caryl Guth

David L. and Robin C. Barnes

Mr. Harry Corpening

Mr. and Mrs. Joseph R. Budd

Mr. and Mrs. Barry Eisenberg

Dr. and Mrs. Paul P. Gwyn

Mr. and Mrs. Richard D. Barnes

Mr. and Mrs. David L. Cotterill

Mr. and Mrs. Richard P. Budd

Mrs. William N. Hailey

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

Ms. Athalene Couch

Mrs. Robert A. Emken

Mr. and Mrs. Charles Norman Bunce

Mr. and Mrs. Alexander C. Ewing

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

Dr. and Mrs. Rolland Barrett

Dr. Patricia P. Bundy

Mrs. Donna H. Craige

Dr. and Mrs. John C. Faris

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

Mr. Marshall B Bass

Dr. David H. Burr

Scott and Nancy Cramer

Mr. and Mrs. Frank Borden Hanes, Sr.

Dr. and Mrs. Edward S. Beason

Mr. and Mrs. John W. Burress, III

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

Mrs. Rita D. Fitzgerald Ms. Marlene P. Flinchum

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

Mrs. Clifton E. Beck

Mr. and Mrs. David B. Butler

Mr. Jason Davies and Mrs. Julia Frost Davies

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

Ms. Susan F. Harris

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

Dr. and Mrs. W. Douglas Cardwell

Mr. G. Franklin Davis

Mr. and Mrs. Donald F. Folger

Mr. and Mrs. John Harrison

Mrs. Marie Bellin

Dr. and Mrs. Kenneth Carlson

John and Terrie Davis

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

Mr. and Mrs. Paul D. Harrison

Mr. and Mrs. R. Gordon Bingham

Mrs. Anne Maddrey Carpenter

Mr. and Mrs. Richard N. Davis

Mr. Woody Fox

Mrs. Claude B. Hart

David and Susanne Blanco

Mr. Coy C. Carpenter, Jr.

Mr. and Mrs. William A. Davis, II

Mr. David W. Fuller

Mr. and Mrs. Ray Mitchell Agnew, Jr. Mrs. Sylvia F. Alderson Judge and Mrs. Abner Alexander Dr. Donna D. Alexander Dr. and Mrs. Elms L. Allen Dr. and Mrs. Harvey H. Allen, Jr.

Mr. and Mrs. Dennis G. Hatchell Legacy Society Members continued on next page

Legacy Society Members continued from previous page Mr. and Mrs. Sam Hauser

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

Ms. Ellen N. Monahan

Mrs. John S. Rider

Mrs. Louvenia Cox Tucker

Mr. and Mrs. Donald G. Haver

Mr. and Mrs. William A. Knott

Dr. and Mrs. John H. Monroe

Mr. Clay V. Ring, Jr.

Mrs. Bynum E. Tudor, Jr.

Mr. and Mrs. Fred W. Hege

Dr. and Mrs. L. Andrew Koman

Mr. and Mrs. C. Arzell Montgomery

Mr. and Mrs. John L. Turner

Mr. Charles R. Hemrick

Dr. and Mrs. Thomas J. Koontz

Mr. and Mrs. Timothy R. Moore

James A. Roddick, Jr. and Dorothy Roddick

Mr. L. Stephen Hendrix

Bill and Ava Koronis

Mr. and Mrs. Steven C. Morgan

Mr. and Mrs. A. B. Henley, III

Mr. Petro Kulynych

Mr. and Mrs. Daniel N. Moury

Nick Hennessee

Mr. and Mrs. Marty Myers

Mr. and Mrs. Leonard Herring

Mr. James Lambie and Ms. Lisbeth Evans

Mr. and Mrs. Michael C. Hetrick

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

Mr. and Mrs. David B. Neal

Mr. Hardin P. Higgins

Mrs. Annette M. Leight

Mr. David L. Neal

Mrs. Harrell B. Hill

The Honorable Molly Leight

Mr. and Mrs. Lucian H. Neal

Mrs. H. J. Runnion, Jr.

Mr. Lawrence R. Hine

Mr. and Mrs. A. Thad Lewallen, III

The Honorable Stephen L. Neal

Mrs. Alice Hinman

Mr. and Mrs. Douglas R. Lewis

Mr. and Mrs. T. David Neill

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

Doris Hohman

Nancy C. Lide

Mr. and Mrs. Fred W. Nordenholz

Mrs. Barbara Wall Holcomb

Mr. and Mrs. Stanley Lineberry

Dr. and Mrs. David Reese O'Brien, Jr.

Mrs. William E. Hollan, Sr.

Mr. Joseph P. Logan

Mrs. Algine Neely Ogburn

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

Mr. and Mrs. Curtis E. Long

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

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

Mr. and Mrs. Frank K. Lord, III

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

Mr. and Mrs. Robert A. Hoover

Mrs. Elizabeth Lovett

Mr. and Mrs. Craven B. Page

Drs. Judith and Marbry Hopkins

Mrs. Carolin Lowy

Mr. John V. Pappas

Mrs. Edmund B. Hopkins

Annette P. Lynch

Mr. and Mrs. Dwight E. Pardue

Mr. and Mrs. Leonard Howard

Ms. Patti Ann Lynch

Mrs. Harry O. Parker

Mr. and Mrs. Billy Hunt

Mr. and Mrs. E. Erwin Maddrey, II

Dr. and Mrs. Eugene H. Paschold

Mrs. Jacqueline S. Hunt

Mr. and Mrs. John Mann

Mr. John W. Hunt

Mr. and Mrs. James E. Martin

Dr. John Patrick and Dr. Dominique Patrick

Mr. and Mrs. David A. Irvin

Dr. and Mrs. John A. Maselli

Ms. Julie J. Pearce

Dr. and Mrs. Nathaniel Irvin, II

Mr. David P. Masich

Ms. Brenda B. Penney

Ms. Susan M. Ivey

Mrs. Anthony M. Masich, Jr.

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

Dr. and Mrs. Francis M. James, III

Dr. and Mrs. K. Frank McCain

Dr. Richard Janeway

Dr. William McCall, Jr.

Mr. and Mrs. Harry Jarman

Dr. and Mrs. Bruce R. McCune

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

Mrs. Nancy Davis McGlothlin

Mrs. Florinda C. Johnson

Dr. Timothy McGowen

Dr. and Mrs. Peter C. Johnson

Dr. W. Frederick McGuirt

Ms. Beverly Johnston

Ray and Cathleen McKinney

Mr. Graydon Pleasants and Ms. Margaret Scales

Mr. James W. Johnston

Mr. and Mrs. John B. McKinnon

Mrs. Catherine M. Jones

Ms. Sally R. McLeod

Mr. and Mrs. Christopher Jones

Mr. and Mrs. J. Frank McNair, IV

Mr. and Mrs. Scott D. Jones

Dr. and Mrs. William E. Means

Mrs. R. William Joyce

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

Ms. Lucy Kaplan

Mr. and Mrs. Danny J. Mendenhall

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

Mr. and Mrs. John Merritt

Mrs. J. Lee Keiger, Jr.

Mr. James C. Messick

Ms. Terri Kern

Mr. and Mrs. Eugene Rossitch Dr. and Mrs. Michael H. Rubin Mr. and Mrs. Tom Rucker Mr. and Mrs. C. Guy Rudisill, III

Mrs. Mildred Naugle

Ms. Avon Ruffin Mr. Dalton D. Ruffin

Dr. and Mrs. Daniel G. Sayers Mr. and Mrs. Andrew J. Schindler Dr. and Mrs. Robert P. Schwartz Mrs. Lyttleton B. Scott, Jr. Mrs. Anthony W. Seamon Mr. Rick Seamon Ms. Rebecca Ann Sebastian Mrs. Robert D. Shore, Jr. Mrs. Rosemary V. Shortt Dr. Thomas E. Shown Mr. and Mrs. Paul Sinal Mr. Willis Slane and Dr. Caroline Chiles Mr. and Mrs. Archie Smith

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

Mr. and Mrs. Richard G. Smith, Jr. Mr. F. Conard Snyder Dr. and Mrs. John K. Southard, Jr. Ms. Ann Lewallen Spencer

Mr. and Mrs. Tony Petree

Mr. and Mrs. James Spencer

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

Randall and Claire Tuttle Mr. and Mrs. Harry B. Underwood, II Ms. Margaret M. Urquhart Mrs. Deborah H. Vaughan Bob and Carolyn Vaughn Tricia Vaughn Dr. and Mrs. Ramon Velez Forrest M. Vogler Ms. Sheila H. Vogler Mr. and Mrs. Michael B. Wall Mr. and Mrs. Hans W. Wanders Mr. and Mrs. John F. Ward Mr. and Mrs. Joseph Washington Mr. and Mrs. Philip R. S. Waugh, Jr. Mr. and Mrs. Arthur G. Weber Dr. Glenda Weber and Mr. Wayne Weber Mr. and Mrs. Scott F. Wierman Mr. and Mrs. Paul M. Wiles Mr. and Mrs. Joseph Wilhem Mr. and Mrs. A. Tab Williams, Jr. Mr. and Mrs. Arthur T. Williams, III Ms. Cynthia A. Williams Mr. and Mrs. Stephen T. Williams Mr. and Mrs. Frank Willingham Mr. and Mrs. John W. Willingham Mr. and Mrs. J.D. Wilson, Jr. Mr. R. M. Wilson

Mrs. William O. Spencer III

Ms. Betty S. Winslow

Mr. and Mrs. Scott F. Sternberg

Mr. and Mrs. Steve Wohlford

Edward E. and Jean Jennings Stivers

Mr. and Mrs. Harry H. Wolfe

Mr. and Mrs. Richard Stockton

Dr. and Mrs. John R. Wolfe

Mrs. Clifton E. Pleasants

Mr. and Mrs. Thomas J. Stopyra

Rochelle Wolfe

Dr. Michael J. Pollak

Mr. and Mrs. Richard L. Sullivan

Mr. Ralph H. Womble

Mr. Richard E. Pope

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

Mr. and Mrs. William F. Womble

Mr. and Mrs. Billy D. Prim

Dr. and Mrs. Charles V. Taft

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

Mr. Grady R. Pulliam III

Dr. and Mrs. David H. Tate

Mrs. Roma Lee Woosley

Mr. and Mrs. Cliff Purcell

Mr. and Mrs. John A. Taylor

Dr. and Mrs. Richard C. Worf

Mr. and Mrs. Robert L. Quick

Mrs. Margaret Taylor

Mr. and Mrs. Hal G. Worley

Mr. and Mrs. H. Chris Ramm

Mr. Jesse C. Temple

Bryan and JoAnn Yates

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

Mr. and Mrs. James K. Reaves, Jr.

Dr. and Mrs. John B. R. Thomas

Mr. and Mrs. Karl F. Yena

Ms. Susan Kerner Hoeg

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

Mr. and Mrs. Harry Reavis

Ms. M. Louise Thomas

Dr. and Mrs. Douglas M. Young

Mr. and Mrs. Truman T. Kiger

Mrs. Barbara B. Millhouse

Mr. and Mrs. Patrick Riazzi

Mr. and Mrs. Stephen A. Thornton

Mr. and Mrs. Yasser Youssef

Ms. Earline heath King

Mr. and Mrs. Neal Millsaps

Dr. and Mrs. David G. Rice

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

Mr. and Mrs. Jessie M. King

Mr. Richard G. Mock

Mr. and Mrs. Thomas B. Rice, III

Dr. and Mrs. James F. Toole

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

the winston-salem foundation annual report

Funds and dOnORs [50–51]

Funds and dOnORs

2009 Donors THE FOllOwing TwO PagEs COnTain THE naMEs of those who made gifts to the Community Fund and Book of Memory in 2009. To review a list of

2009 donors to other named funds, please visit our Web site at www.wsfoundation.org. Both the Foundation and the community are grateful for all of these gifts—from the smallest to the largest. Collectively these contributions reflect that the Foundation’s mission—to invest in our community by making philanthropy and its benefits available to all—is alive and well.

dOnORs TO THE COMMuniTY Fund and BOOK OF MEMORY Gifts to the Community Fund and Book of Memory allow the Foundation to address the community’s best funding opportunities and most urgent needs through Community Grants. Contributions are listed alphabetically within the following designations: Visionaries, gifts of $5,000 or more; Benefactors, gifts between $2,500 and $4,999; Advocates, gifts between $1,000 and $2,499; Supporters, gifts between $500 and $999; and Philanthropists, gifts up to $500.

VisiOnaRiEs ~ $5,000 OR MORE

BEnEFaCTORs ~ $2,500 - $4,999

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

Mr. Noel Lee Dunn

Mr. and Mrs. J. Scott Cramer

Mr. and Mrs. John A. Taylor

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

Mr. and Mrs. Paul M. Wiles

The Senah C. & C. A. Kent Foundation Mrs. Calder W. Womble

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

Mr. and Mrs. George M. Cleland

Mr. Kenneth A. Johnson

Mr. John V. Pappas

The Strickland Family Foundation

Mr. and Mrs. Robert F. Armfield

Mr. and Mrs. Dale E. Driscoll

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

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

Mrs. Amy P. Barnhardt

Mr. Frank E. Driscoll

Mr. and Mrs. Stanhope A. Kelly

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

Mr. William G. Benton

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

Mr. and Mrs. Gerald H. Long

Mr. and Mrs. Stephen F. Phelps

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

Mr. and Mrs. Henry M. Booke

Glenn Family Foundation

Mr. and Mrs. Frank K. Lord, III

Piedmont Natural Gas Foundation

Mr. William T. Wilson, III

Mr. Sam L. Booke, Jr.

Ms. Jane Goodson Mr. and Mrs. Thomas O. Goodson

Mr. Graydon Pleasants and Ms. Margaret Scales

Mr. William F. Womble

Mr. and Mrs. John W. Burress, III

Grover C. and Jane C. McNair Charitable Foundation Trust

Dr. and Mrs. Kenneth Carlson

Ms. Judith B. Halverson

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

Mr. and Mrs. Andrew J. Schindler

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

Mr. and Mrs. Charles H. Hauser

Mercedes Benz of the Triad

Ms. Ann Lewallen Spencer

Mr. and Mrs. Richard D. Hensel

Mr. and Mrs. Lucian H. Neal

Ms. Nancy S. Spencer

Ms. Susan B. Wall

Mr. and Mrs. William F. Womble, Jr.

suPPORTERs ~ $500 - $999 Mr. and Mrs. Thomas R. Adams

Mrs. Elaine D. Dowdell

Mr. and Mrs. James G. Hanes, III

Ms. Katherine W. Otterbourg

Swann McBride Properties LLC

Mr. and Mrs. Anthony Baker

Mr. and Mrs. Graham P. Dozier, III

Dr. and Mrs. Robert Holmes

Dr. Melody C. Pierce

Tom Davis Fund

Mr. and Mrs. Bert L. Bennett, Jr.

Mr. and Mrs. James E. Gay, III

Mr. and Mrs. G. Dudley Humphrey

Mr. Clay V. Ring, Jr.

Mr. and Mrs. Hans W. Wanders

Mr. and Mrs. Graham F. Bennett

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

Mr. John W. Hunt

Mr. and Mrs. Ed Robins

Mr. and Mrs. Arthur G. Weber

Mr. M. Campbell Cawood

Mr. Tom Gibbs

Mr. and Mrs. George C. Lautemann

Mr. and Mrs. Richard O. Rogers, III

Mr. and Mrs. John W. Willingham

Mr. and Mrs. Ronald J. Clein

Mr. and Mrs. William B. Gibson

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

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

Mr. and Mrs. H. Vernon Winters

Mr. and Mrs. Richard N. Davis

Greater Winston Salem Chamber of Commerce

Ms. Deborah S. Marshall

Mr. W. David Shannon

Mrs. Anthony M. Masich, Jr.

Mr. Willis Slane and Dr. Caroline Chiles

Mr. and Mrs. Thomas S. Douglas, III

PHilanTHROPisTs ~ uP TO $500 Dr. Jon Abramson and Dr. Cynthia Lees

Dr. and Mrs. John W. Denham

Mrs. Frances R. Huber

Ms. Marjorie Northup

Mr. and Mrs. Eugene Stewart, Jr.

Mr. and Mrs. John Albertini

Mr. and Mrs. Douglas Dillard

Mr. Robert C. Huber

Mr. and Mrs. Buddy Norwood

Mr. and Mrs. Richard Stockton

Mr. and Mrs. Robert Dinning

Mrs. Jacqueline S. Hunt

Ogburn Properties, LLC

Mr. Henry B. Stokes

Mr. and Mrs. Charles G. Duckett

Dr. and Mrs. Ronald I. Hutton

Mr. and Mrs. Sam Ogburn, Jr.

Ms. Kathryn K. Streng

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

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

Dr. Carol Strohecker

Ms. Nancy Dunn

Dr. and Mrs. Ali Jarrahi

Old Town Club Ladies’ Golf Association

Mr. and Mrs. Robert L. Edwards

Mr. and Mrs. Gordon W. Jenkins

Mrs. Elizabeth D. Orr

Mrs. William C. Thacker

Edy Hurdle Consulting, Inc.

Mr. John C. Jessup

Mr. and Mrs. Barry Eisenberg

Ms. Molly Johnson

Dr. and Mrs. William Elesha

Mrs. Catherine M. Jones

Ms. Alice M. Foster Ficken

Mr. and Mrs. Douglas S. Jones

Flowers Foods, Inc.

Dr. and Mrs. F. Whitney Jones

Mrs. William H. Freeman

Mr. Thomas J. Keith

Ms. Cici Fulton

Ms. Sherry A. Kellett

Mr. John K. Gallaher

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

Mr. and Mrs. James E. Gay, III

Mr. and Mrs. James W. Kluttz

Mrs. S. Bailey Glenn, Jr.

Mr. George H. Knostman

Mr. William A. Goodson, Jr.

Mr. and Mrs. William A. Knott

Mr. and Mrs. William A. Goodson, III

Mr. and Mrs. David G. Koehler

Mr. David Grady

Dr. W. A. Lambeth, Jr.

Judge and Mrs. William Graham, Jr.

Mr. and Mrs. Robert H. Lassiter

Mr. and Mrs. William T. Graham

Mr. John H. Loughridge, Jr.

Ms. Jennifer E. Grosswald

Ms. Debbie Mason

Dr. and Mrs. Paul P. Gwyn

Dr. James A. McCool

Mrs. Martha H. Butner

Mr. Jonathan D. Halsey

Mr. and Mrs. Donald W. Memory

Ms. Elizabeth Carlyle Byerly

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

Mrs. Mary Irving Campbell

Mr. and Mrs. John Harrison

Mr. Coy C. Carpenter, Jr.

Mr. and Mrs. Dennis G. Hatchell

Ms. Jo Ellen Carson

Mr. and Mrs. Joseph C. Hedgpeth, II

Mr. Terry Clark

Mr. M. N. Hennessee

Ms. Judy Dobbs Condlin

Ms. Martha M. Higginbotham

Mr. and Mrs. William Cook

Dr. and Mrs. Edward G. Hill, Jr.

Mr. and Mrs. David L. Cotterill

Anonymous Mr. and Mrs. John Appel Dr. and Mrs. Philip R. Aronson Mr. and Mrs. Charles S. Baldwin, III Bank of America Foundation Mr. Carl A. Barkley, Jr. Mr. and Mrs. H. Grady Barnhill, Jr. Mr. Marshall B Bass Mr. and Mrs. G. Thomas Battle Mr. and Mrs. Kirk Beaudin Mr. and Mrs. R. Gordon Bingham Dr. and Mrs. F. A. Blount Ms. Hedda Boker Ms. Hermina Borgerink Mr. and Mrs. Edwin E. Bouldin, Jr. Dr. and Mrs. Edwyn T. Bowen, Jr. Mr. and Mrs. John B. Brady Mrs. Betty Brantley Mr. H. Michael Britt Mr. and Mrs. Rodney C. Brown Dr. and Mrs. Vardaman M. Buckalew, Jr.

Ms. Marilyn A. Parker Mr. and Mrs. Charles C. Patton Mrs. Lucy F. Peebles Mr. and Mrs. Clifford W. Perry, Jr. Mrs. Clifford W. Perry Mrs. Helen S. Peterson Ms. Susan Pfefferkorn Ms. Josephine O. Phillips Mr. and Mrs. C. Edward Pleasants, Jr. Dr. and Mrs. Harold C. Pollard Mr. and Mrs. William G. Pritchard, Jr. Mr. and Mrs. Cliff Purcell Ms. Donna G. Rader Mr. and Mrs. Emery L. Rann, III RAPPERS Book Club Ms. Linda Rhyne and Mr. Paul Williams

Mr. and Mrs. Danny J. Mendenhall Dr. and Mrs. J. Wayne Meredith Dr. and Mrs. Henry S. Miller, Jr. Ms. Jane Milner Mineral Springs A+ Dancers Booster Club

Mrs. M. Stewart Robertson, Jr. Mr. and Mrs. Edwin M. Robins Ms. Daisy Rodriguez Drs. Walter and Mary Roufail Dr. and Mrs. Wilson G. Russell Mr. and Mrs. J. Robert Sanders, Jr. Mr. and Mrs. William Shaw

Ms. Linda Moore

Mr. and Mrs. Kenneth N. Sisk Mr. and Mrs. J. Todd Slate

Mrs. Cynthia P. Hine

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

Mrs. Brant R. Snavely, Jr.

Ms. Jacqueline H. Crawley

Mr. and Mrs. Jimmie C. Hines

Mrs. Elaine Muir

Mrs. Robert B. Sosnik

Mr. and Mrs. O. Roane Cross, Jr.

Dr. David R. Hinkle

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

Mr. and Mrs. Frederick P. Spach

Mr. and Mrs. Marcus B. Crotts

Eric and Martha Hoekstra

Mr. and Mrs. Thomas C. Munden

Mr. and Mrs. R. Arthur Spaugh

Mr. and Mrs. Richard M. Crowder, Jr.

Mrs. William F. Hohman

Ms. Edie Murphy

Mrs. John A. Spencer

Mr. Kerry G. Crutchfield

Mr. and Mrs. Benjamin I. Holcomb

Mr. and Mrs. William R. Myers

Ms. Susan R. Spencer

Mr. Charles M. Davis, Jr.

Mr. and Mrs. Robert A. Hoover

Mr. and Mrs. Robert F. Naas

St. Paul’s Episcopal Church

Mr. Gilbert T. Davis, Jr.

Mrs. E. R. Howard

Dr. and Mrs. Lewis H. Nelson, III

Mr. and Mrs. Richard W. Starbuck

Mr. and Mrs. John W. Davis, III

Mrs. Julius A. Howell

Network for Good

Mr. and Mrs. William P. Steele

the winston-salem foundation annual report

Mrs. Lois H. Stuart Mr. and Mrs. Mark K. Tonnesen Dr. and Mrs. James F. Toole Ms. Elizabeth C. Treadway Mr. and Mrs. Erling S. Tronnes Mrs. Dorothy J. Trotman Mrs. Charles F. Vance, Jr. Mr. and Mrs. Robert C. Vaughn, Jr. Mr. and Mrs. Robert H. Vaughn, Sr. Mr. and Mrs. Stuart F. Vaughn Mr. and Mrs. Richard F. Wagner Walnut Cove Colored School Mr. Robert Weidman Ms. Colleen R. Weiss Mrs. Martha Wellman Mr. and Mrs. P. Everett Wells, III Mr. and Mrs. David C. Wesson Mr. and Mrs. Robert A. West Mrs. Robert P. Whaling Mr. and Mrs. Harden B. Wheeler, Jr. Mr. and Mrs. Scott F. Wierman J. Tracy Wilkerson and Barbara M. Wilkerson Mr. J. Lanier Williams Dr. and Mrs. S. Clay Williams, Jr. Mr. and Mrs. John G. Williard Mr. and Mrs. Ben S. Willis, Jr. Mr. John G. Wolfe, III Womble Carlyle Sandridge & Rice Mr. and Mrs. Hal G. Worley Mr. James E. Yarbrough, Jr. Mr. Ralph W. Yokeley

Funds and dOnORs [52–53]

OVERViEw

Financial Overview COMBinEd sTaTEMEnTs OF assETs, liaBiliTiEs, and nET assETs (MOdiFiEd CasH Basis) dEC. 31, 2009 and 2008 ASSETS Cash and cash equivalents

2009

2008

$12,474,288

$9,419,642

171,170,824

143,316,861

993,819

934,240

Certificates of deposit Securities

763,502

RECEIVABLES: Student loans Notes

30,033

130,033

15,848,930

13,943,287

Assets held in trust real estate

4,558,212

4,558,212

Building, improvements and equipment

1,039,592

986,175

38,138,577

36,329,318

Investment in partnerships

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

670,712

538,117

$244,924,987

$210,919,387

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

$8,372

$7,995

17,395,541

12,459,585

38,138,577

36,329,318

55,542,490

48,796,898

UNRESTRICTED NET ASSETS: Discretionary

24,276,258

21,029,725

Field of interest

23,559,781

19,889,935

Scholarship

14,323,064

12,155,445

Student loan

1,525,896

1,668,417

Donor advised

71,872,727

65,163,669

Donor designated

49,378,493

38,129,019

Real estate

4,566,791

4,616,877

Administrative

(120,513)

(530,598)

189,382,497

162,122,489

$244,924,987

$210,919,387

Total net assets COMMITMENTS (Note 2) TOTAL LIABILITIES AND NET ASSETS

Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $26,835,426 and $25,015,055 as of December 31, 2009 and 2008, respectively.

Note 2: Unpaid grant commitments from endowed funds approved by The Winston Salem Foundation Committee amounted to $1,759,755 and $1,845,828 at December 31, 2009 and 2008, respectively.

[ 5 4 – 5 5 ] OVERViEw

the winston-salem foundation annual report

COMBinEd sTaTEMEnTs OF RECEiPTs, disBuRsEMEnTs, and CHangEs in nET assETs (MOdiFiEd CasH Basis) YEaRs EndEd dEC. 31, 2009 and 2008 chANgE IN NET ASSETS

2009

2008

$17,143,146

$13,289,189

3,752,475

6,482,999

87,243

100,565

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

205,145

15,619

Total receipts

21,188,009

19,888,372

Grants

17,098,233

23,826,352

Executive office operations

2,436,620

2,686,853

546,433

660,950

DISBURSEMENTS:

Trustee banks’ and investment management fees Brokerage fees

22,632

27,722

Other disbursements

246,902

228,274

Total disbursements

20,350,820

27,430,151

837,189

(7,541,779)

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

26,422,819

(59,397,024)

INCREASE (DECREASE) IN NET ASSETS

27,260,008

(66,938,803)

NET ASSETS BEgINNINg Of yEAr END Of yEAr

162,122,489

229,061,292

$189,382,497

$162,122,489

These financials represent information for The Winston Salem Foundation only and do not include the consolidation of two supporting organizations, The Millennium Fund and Partners for Homeownership, Inc. If you would like a complete copy of the 2009 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at (336) 725 2382, e mail your request to todd.slate@wsfoundation.org, or visit our Web site at www.wsfoundation.org.

OVeRVIew

the winston-salem foundation committee THe cOMMuNITy fOuNdATION cONcePT that Colonel Francis Fries brought to Winston-Salem in 1919 included a critical role for community leaders.

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

PAul M. wIles

kAy lORd

JOHN w. BuRRess

PeGGy cARTeR

chairman

Vice chairman

treasurer

secretary

President and Chief Executive Officer Novant Health

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

Retired President J.W. Burress, Inc.

Vice President Forsyth Medical Center Foundation

sIMPsON “skIP” O. BROwN, JR.

ReNce cAllAHAN

ROBBIe cHANdleR

President – Triad Region First Community Bank

Vice President and Treasurer Walter Robbs Callahan & Pierce Architects

Sales Manager Merrill Lynch & Company

lyNN BReNNeR eIseNBeRG

ROBeRT e. GReeNe

J. ANdRews HANcOck

Community Volunteer

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

President Frank L. Blum Construction Company

TOMMy HIckMAN

JANeT P. wHeeleR

RAlPH HANes wOMBle

Senior Vice President – Operations R. J. Reynolds Tobacco Company

Retired Vice President R. J. Reynolds Tobacco Company

Retired Chief Executive Officer Hanes Companies

Supporting Committees 2010 Asset Development Committee

Deborah S. Marshall, Chair

Susan W. Mann

Napoleon Richardson

J. David Branch

Ward Miller

Kim Stogner

Dale E. Driscoll

Timothy R. Moore

Michael Trawick

Michael J. Fisher

C. Edward Pleasants, Jr.

Randall Tuttle

Gordon W. Jenkins

James K. Reaves, Jr.

Robert C. Vaughn, Jr.

Susan G. King

Anna Reilly

Philip R. S. Waugh

2010 Student Aid Committee

Elizabeth Bradshaw

Gwen Hill

Larry Stephenson

John Candillo

Lamar Joyner

Jane Suitt

Gwenn Clements

Barbara Masi

Linda Tilley

Ernie Copenhaver

Carolyn Matthews

Paula Turner

Lindy Ellis

George McLendon

Becki VanderKlok

James Gallaher

Richard Mock

Teresa White

Philip Grande

Janet Mullins

Malashai Woodbury

Carolyn Gray

Patricia Norris

Karl Yena

Eddie Hernandez

Daisy Rodriguez

Nancy Young

The Women’s Fund of Winston-Salem 2010 Board of Directors

Michelle Cook, Chair

Sarah Holthouser

Lisa Purcell

Allison Brashear, MD

Mary Jamis

Margaret Scales

Susan Campbell

Martha Logemann

Claudia Zorn Schaefer

Tonya Deem

Holly Marion

Lelia Vickers

Lynn Brenner Eisenberg

Jane Martin

Janie Wilson

Sharee Fowler

Chevara Orrin

Black Philanthropy initiative 2010 Advisory Committee

Rev. Donald Jenkins, Chair

Paula McCoy

Greg Brewer

Corena Norris-McCluney

Tony Burton

Napoleon Richardson, Jr.

Florence Corpening

Lydell Thompson

RaVonda Dalton-Rann

Shannon Thompson

Lynn Fuller-Andrews

Janet Wheeler

Chris Leak

Youth Grantmakers in Action 2009-2010 Participants

Jamilla Benton

Ying Lin

Kate Cavenaugh

De’Gary Martin-Hargrave

Samantha Creasy

Margaret Patterson

Widnelia Garcia

Ana Rice

Tommy Healy

Dalylah Rogers

Chelsea Hosch

Jessica Terry

Matt Humphries

Dezquan Wilkins

Tiara Jones

Claire Wilson

MacKenzie Kiger

Carly Wolberg

Amy Kosloske

the winston-salem foundation annual report

O v e rvi e w [ 5 6 – 5 7 ]

OVeRVIew

foundation staff OPeRATIONs/suPPORT

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

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

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

Seated (from left) – Michael Clements, Scott Wierman, Leila Warren First row – Andrea Falden, Cici Fulton, Betty Gray Davis, Marisa Ray, Christina Perrin, Betty Johnson, Mary Jo Morgan, Lisa Purcell, Annette Lynch, Todd Slate Second row – Ann Tillett, Robin Burr DeVane, Kay Dillon, Edna Barker Third row – Brittney Gaspari, Dee Smitherman, Tari Hanneman, Jo Ann Kyslinger, David Gore Fourth row – Carolyn McBride, Sandra Fishel-Booth, Jonathan Halsey

design: M creative | Photography: christine rucker | Printing: Hutchison allgood | story writing: Kathy norcross watts The inside pages of this annual report contain fiber sourced from well managed forests.

[ 5 8 ] OVeRVIew

the winston-salem foundation annual report

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

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The Winston-Salem Foundation is committed to providing guidance, strategy, and organizational resources to purposeful individuals and organizations in our community, keeping our shared values constructively in motion—forever and for all.

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