The Winston-Salem Foundation's 2013 Report to the Community

ILLUMINATING

THE FUTURE

TH E W I N S TO N- S A L E M F O U NDATI ON 2013 REPORT TO THE COMMUNITY | 2012 ANNUAL REPORT

cover: THE HERITAGE BRIDGE AT OLD SALEM The Winston-Salem Foundation has a long history of support for Old Salem Museums & Gardens, our community’s historic gem. In 2013, Old Salem received a Community Grant of $80,000 for its On Common Ground capital campaign.

ILLUMINATING THE FUTURE

WHERE GENEROSITY SHINES, anything is possible.

Not guaranteed, not a foregone conclusion, but possible.

Great things always begin with an enlightened vision —

a willingness to imagine with enthusiasm, to plan with passion and go forward with purpose.

This is human aspiration at its best —

the gleaming desire to make tomorrow better than today.

From here it takes hard work, the ability to judge and adapt,

a determination to see with honesty and proceed with integrity.

The Winston-Salem Foundation is proud to serve this community’s most

visionary individuals and organizations in their radiant efforts to improve the future for us all.

Fostering programs for improved health.

Building stronger neighborhoods.

Educating young people.

Celebrating the arts, shared traditions, and enlightenment through diverse cultural experiences.

And supporting community initiatives, alliances, and missions.

The impact of this work cannot be overestimated.

It illuminates the way as we strive to become the very best community we can be.

Because tomorrow is coming,

and there is always more work to be done.

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YEA R IN R EVIEW ILLUMIN ATIN G THE F UTURE

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G R AN TS

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FUN D S A N D D ONO RS

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FIN A N CIA L OVE RVI E W

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FOU N D A TION C O M M I TTE E S

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STA FF

MISSION:

OUR

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

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E HOPE THIS 2013 REPORT TO THE COMMUNITY illuminates for you the positive future that lies ahead of us by highlighting events, initiatives, and stories that reflect the Foundation’s values of generosity, inclusion, integrity, and excellence.

This publication also serves as our 2012 annual report, which reflects a very productive year indeed. We made over $20.2 million in charitable grants — more than $2.1 million of which were directed in Community Grants to address evolving local opportunities. During the past school year, we helped 587 local students achieve their dreams of higher education through over $1.2 million in scholarships and loans. We also provided independent, objective, and visionary community leadership by convening partners, resources, and ideas to create positive change in Winston-Salem.

At the end of 2012, your community foundation, which was established with an initial donation of $1,000 in 1919, had grown its assets to almost $310 million, ranking it as the 45th largest of over 700 community foundations in the U.S. The Foundation is in the early phases of implementing a new strategic plan designed to guide us toward our 100th anniversary in 2019. We look forward to sharing more information with you as we illuminate the way forward — ensuring this organization’s stability, growth, and impact in this special community we call home.

J. ANDREWS HANCOCK

SCOTT F. WIERMAN

Chair The Winston-Salem Foundation Committee

President The Winston-Salem Foundation

TO THE COMMUNITY

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COMMUNITY LUNCHEON

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VER 1,040 COMMUNITY MEMBERS gathered on May 1 at the

Benton Convention Center for the 2013 Community Luncheon.

The luncheon kicked off with a rousing performance by the Salvation Army drumline, part of The Salvation Army’s Academy of Music and Arts.

Keynote speaker Dr. Jim Johnson, the William R. Kenan, Jr. Distinguished Professor of Strategy and Entrepreneurship at UNC’s Kenan-Flagler Business School, shared with the audience both entertaining and educational insights on six “disruptive” demographic trends, their far-reaching implications for our community, and ideas for leveraging them into a future economic advantage. His disruptive demographics are “The Browning of America;” “The Silver Tsunami is About to Hit;” “The South Has Risen — Again;” “Marrying Out is In;”

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“The End of Men?;” and “Cooling Waters from Grandma’s Well — and Grandpa’s, Too!” During the program, Karl F. Yena was presented with the 2013 Winston-Salem Foundation Award and four 2013 ECHO Award recipients were announced, including Aaron Bachelder; Marcus Hill and Salem Neff of Chaos Cooking; The Hispanic League; and the Reap More Than You Sow Community Gardening Initiative.

Many thanks to our 80 generous table sponsors who signed on to be Community Investors, Community Builders, and Community Supporters — their support allowed the Foundation to provide greater community access to the Luncheon, which is always our goal.

Mark your calendars for next year’s Community Luncheon on Wednesday, May 7, 2014!

WSF Award recipient Karl Yena

Keynote speaker Dr. Jim Johnson

Salvation Army drumline performs

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AWARDS

THE WINSTON-SALEM FOUNDATION AWARD

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HE WINSTON-SALEM FOUNDATION AWARD, the

Foundation’s highest honor, is given to individuals who demonstrate the Foundation’s values of generosity, excellence, inclusion, and integrity along with visionary leadership in a community activity or on behalf of a community organization. At the May Community Luncheon, the 2013 Winston-Salem Foundation Award was presented to Karl F. Yena.

After retiring from R.J. Reynolds in 1997, Karl has worked practically full time as a volunteer for nonprofits and strategic initiatives across the community. He works annually with more than 90 local and

recommending, applauding, or cajoling others to participate, or to expand their involvement. Karl has provided assistance to a wide range of nonprofits in areas from education, health, and human services, to churches and civic organizations. His extensive expertise includes, but is not limited to, strategic planning, board development, staff development, and serving as a mediator and facilitator.

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

With this very well-deserved recognition comes a $10,000 Foundation grant that Karl has designated locally to Leadership Winston-Salem, Second Harvest Food Bank of Northwest North Carolina, and the Shepherd’s Center of Greater Winston-Salem.

THE ECHO AWARDS

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Karl Yena (center) with Foundation Committee Chair Drew Hancock and Foundation President Scott Wierman

regional nonprofits, and he has never hesitated to step up and generously donate his time and expertise to help nonprofit organizations and their boards operate more effectively. He has supported a multitude of nonprofits as an active member or as a “connector” — joining, [6] YEAR IN REVIEW

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HE ECHO AWARDS, established in 2001, honor individuals and

groups who are connecting and building trust in our community.

ECHO Award recipients have created bridging social capital by building relationships among diverse people, thus contributing to a safer, stronger, and more inclusive community.

The 2013 ECHO Awards were jointly presented by the Foundation and the ECHO Network at the May Community Luncheon. Congratulations to award recipients Aaron Bachelder; Marcus Hill and Salem Neff of Chaos Cooking; The Hispanic League; and the Reap More Than You Sow Community Gardening Initiative for uniquely connecting people and building trust — and for making our community a better place for all.

The ECHO Awards are selected by a committee representing the Foundation, the ECHO Network, and the community-at-large. Each recipient receives $1,000 to grant to a nonprofit organization of their choice. For more information on social capital-building in our community, visit www.echonetwork.org.

2013 ECHO AWARD RECIPIENTS Marcus Hill and Salem Neff of Chaos Cooking This experiment in cooking and community brings together diverse people who share interests in food culture. www.facebook.com/ chaoscookingws

Aaron Bachelder The Enrichment Center Percussion Ensemble, directed by Aaron, performs in the community, increasing inclusion and acceptance of adults with developmental disabilities. www.facebook.com/TheECPE

The Hispanic League The League breaks down misconceptions about our Hispanic/Latino population, while facilitating inclusion, education, and health through events, collaborations, and scholarships. www.hispanicleague.org

2013 ECHO Award Recipients

Reap More Than You Sow Community Gardening Initiative This initiative has grown to 22 community gardens, bridging age, race, and cultural differences, while producing fresh produce to keep and to donate to local food banks. www.reapmore.org

(l-r) Drew Hancock; 2013 ECHO Award recipients Marcus Hill and Salem Neff of Chaos Cooking; Wallace Williamson of Reap More Than You Sow Community Gardening Initiative; Aaron Bachelder; Mari Jo Turner of The Hispanic League; Natasha Gore, ECHO Network Executive Director; and Scott Wierman. www.wsfoundation.org/echoawards

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LEGACY SOCIETY DINNER

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N NOVEMBER 2012, over 200 members of the Foundation’s Legacy

Society gathered to celebrate a legacy of philanthropy at a festive dinner at Wake Forest Biotech Place in downtown Winston-Salem.

Attendees were welcomed to the striking state-of-the-art facility by the new president of Piedmont Triad Research Park, Dr. Eric Tomlinson.

The evening included conversation, dinner, and Foundation highlights, as well as remarks from representatives of, and participants in, two programs that are past Community Grant recipients. Representatives from Sunnyside Ministry and Prodigals Community provided moving insights into how Community Grants are helping their organizations make a life-changing difference in the lives of community members in crisis.

The Legacy Society honors generous individuals and couples who have established permanent endowments within their lifetimes or who have made similar provisions through charitable bequests or other planned gifts. Their generosity contributes to the quality of life in our community, both now and well into the future.

Willis Slane and Dr. Caroline Chiles

Hilda and Truman Kiger

John Burress

Legacy Society members enjoy the ambiance of the Biotech Place atrium

Dr. Ramon Velez and Sonia Velez

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SCHOLARSHIP CELEBRATION

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WONDERFUL CROWD of students and donors gathered at Winston-

Salem State University in July 2013 to honor 2013-2014 Foundation scholarship recipients and the donors who made their scholarships possible.

The breakfast also celebrated the fourth consecutive year in which over $1 million in student aid was granted by the Foundation.

The program included a special welcome from Winston-Salem State University’s Chief Financial Officer, Gerald Hunter. Speakers also included Cheryle Belo, a former guidance director and a member of the Foundation’s Student Aid Committee and Peter Mitchell of Woodbine Agency, which established the Woodbine Big Dreams Scholarship in 2011 to support the next generation of creative thinkers, writers, and commercial artists in our community. Also on hand to speak was Sarah Rierson, a 2012 Big Dreams Scholarship recipient and a rising sophomore at UNC-Chapel Hill who interned for Woodbine during the summer months.

Students Kayla Blevins, Mariana Abou-Rizk, Colin Kent, and Denzel Dejournette

Speakers Gerald Hunter and Sarah Rierson with Foundation President Scott Wierman and scholarship recipients Josephus Mitchell, Samantha Simpson, and Tyler Greene

Program speakers: Peter Mitchell of Woodbine Agency; Cheryle Belo of WSF Student Aid Committee; Michael Clements of WSF; scholarship recipient Sarah Rierson; and Marisa Ray of WSF

Billy Prim poses with recipients of the Dean Prim Scholarship, which includes summer travel to China

The crowd enjoys the breakfast at Winston-Salem State University’s Anderson Center

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BROADENING

PHILANTHROPY

BLACK PHILANTHROPY INITIATIVE

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HE BLACK PHILANTHROPY INITIATIVE (BPI) builds philan-

thropic relationships in the African-American community through education and engagement. BPI supports issues that impact the black community, with a special focus on education, financial literacy, and parenting and life skills training.

In October 2012, BPI hosted a networking social and fundraiser at the Spring House Restaurant Kitchen & Bar. In attendance were over 150 community members who learned more about the community impact that BPI has made by hearing directly from past grantees, including Winston-Salem State University’s GEMS program, as well as from the News Worthy program at Kimberley Park Elementary School.

In February 2013, BPI announced four grants for financial literacy totaling $20,000. Grant recipients, each receiving $5,000, included Experiment in Self-Reliance, Family Services, United Metropolitan Ministries, and Work Family Resource Center.

A young program participant shares her thoughts on the GEMS program offered by Winston-Salem State University.

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WSF Committee member Kay Lord enjoys the October BPI event with Patrice Toney and Twana Roebuck.

BPI’s 2013 chair Shannon Thompson noted, “BPI is proud to announce its financial literacy grant recipients. An African-American community that is financially fit retains resources, attracts key people, and spawns innovation.”

In March 2013, BPI was also honored as “2012 Organization of the Year” at The Chronicle’s 28th annual Community Service Awards banquet.

BPI was honored “for illuminating the power and beauty of giving.”

Over the course of the past five years, the Black Philanthropy Initiative has provided over $100,000 in program grants to local nonprofits. For more information on BPI, go to the “Community Leadership” section of www.wsfoundation.org.

THE WOMEN’S FUND OF WINSTON-SALEM

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HE WOMEN’S FUND focused its 2012 efforts on addressing

the issue of teen pregnancy. In February, The Fund released an issue brief entitled Teen Pregnancy and Parenting: Community Concern, Community Solutions, which was developed to bring attention to the critical problem of teenage pregnancy in our midst. The issue brief looked at the impact of teen pregnancy and early parenting on the larger community and examined how our entire community could take a shared responsibility in addressing this issue.

In May, The Fund awarded mini-grants to nine local nonprofit organizations to help them implement teen pregnancy prevention programs within the context of their current programming. These organizations adopted one or more comprehensive curricula in which they were trained, and then implemented them within the populations that they serve.

Nearly 800 youth and over 100 parents participated in programming funded by the mini-grants.

YOUTH GRANTMAKERS IN ACTION

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HIS DIVERSE GROUP of teenage grantmakers attended 10 differ-

ent area high schools in the 2012-2013 school year. YGA members had many opportunities for learning and fellowship throughout the year, including an August full-day retreat and participation at the 2011 NC Youth Giving Summit in October, which drew youth grantmakers from across the western portion of the state and provided leadership and networking opportunities.

By the end of the school year, YGA members developed grant guidelines, solicited grant proposals, and awarded grants to a record number of youthled projects in Forsyth County.

In April 2013, YGA held its annual grant celebration at the WinstonSalem/Forsyth County Schools’ Career Center. Seven grants totaling $2,337 were made to Forsyth County youth for positive projects that will make a difference in our community. Grant recipients were: Big Buddy Team Members to train mentors; El Buen Pastor Latino Community Services Youth Group to host art workshops; Forsyth Country Day School Girls’ Service Club to provide meals for Ronald McDonald House residents; Habitat for

Grant recipients display their awards at the 2012 Women’s Fund luncheon

The Fund awarded $144,580 in grants at its November 2012 luncheon to six local nonprofit organizations that are addressing the economic security of women and girls in Forsyth County. The keynote speaker was Michele Ozumba, President and CEO of The Women’s Funding Network.

More information on The Women’s Fund may be accessed at www.womensfundws.org.

Humanity Club to host an awareness event on homelessness; Mount Tabor High School Key Club to raise funds for hunger YGA members and their 2013 grantees at the April celebration issues through a basketball marathon; Winston-Salem Youth Advisory Council to provide goodie bags to patients at Brenner Children’s Hospital; and Youth Financial Planners to present a class to youth about making smart financial choices.

YGA’s grants are funded through the Foundation’s Youth Philanthropy Initiative Fund; the endowment fund grows each year through YGA participants’ fundraising, as well as by donor contributions. For more information on YGA, go to www.youthgrantmakersinaction.org.

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ILLUMINATING THE FUTURE TO POSITION ITSELF WELL FOR THE FUTURE, a community must decide what it values and then

imagine the best ways to fulfill its long-term potential. This may sound simple enough, but a “community” is never static or singular in its vision, so there is an inherent challenge to every step forward. That’s why The Winston-Salem Foundation is privileged to collaborate with a broad array of local leaders, philanthropists, organizations, and community members as we work together on behalf of a brighter future for all who live in and around Forsyth County.

In the following pages, we feature stories of community — acts of sustained generosity, bold commitments to education, programs to develop leadership skills and coordinate volunteerism, neighborhood revitalization, and the incubation of diverse local businesses. Alongside our many great partners, the Foundation continues to learn from the past, move with confidence in the present, and illuminate the future by helping shape and steward visionary ideas into reality.

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COMMUNITY GRANTS

COLLABORATING FOR COMMUNITY THEATRE

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ORSYTH COUNTY has a wealth of unique community theatres that perform diverse shows ranging from “The Odd Couple” and “The Drowsy Chaperone” to “A Raisin in the Sun” and “Spring Awakening,” and their collaboration on a joint playbill has reaped benefits for the theatre community as a whole.

Playbills typically hold information about the performances, cast members, and production staff — and the print advertisements help to support local theatre productions as well as to offset the cost of the playbills.

Selling advertising takes time, says Cheri Van Loon, the artistic/educational director for The Children’s Theatre of Winston-Salem at Twin City Stage. ”I think we felt we were all having the same challenge,” Cheri says.

“It made sense: why not do it all in one fell swoop? Why not give the advertisers five times the exposure?”

In 2011, Twin City Stage, Kernersville Little Theatre, The Stained Glass Playhouse, WinstonSalem Theatre Alliance, and Clemmons Community Theatre first worked together on a joint marketing effort in which advertisers would be featured in playbills for all the theatres. The effort proved to be efficient since advertisers were approached on behalf of all the theatres at one time and gained a wider reach for their ads.

The joint playbill is called “Stagebill,” and its cover design changes with each show as do the details about particular performances. The middle

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pages hold upcoming schedules of other theatres, which enables theatre patrons to learn about other performance opportunities in the community.

The same advertisements appear in all the playbills; sometimes additional specialized ads are targeted for specific performances of certain theatres.

“Stagebill” has created a sense of community among the theatre groups and has built camaraderie in terms of ad sales, Cheri says.

“I just feel strongly about all the groups,” Cheri says. “I want everyone to be successful. Everybody really has their own niche. Different theatres target different audiences with their productions and their approaches. Stagebill helps people know we don’t compete with each other: we share resources, we share costumes, and we share audiences.”

Bev Fry, Vice President of Administration at Kernersville Little Theatre adds, “Sharing the playbill was the next in line.”

“We felt like one big family,” Bev says.

“It kind of brought us all together. We’re all in every playbill. It creates an awareness of other theatre opportunities.

We hope it encourages people to support community theatre.”

The Foundation provided a grant for the initial design and printing for the first year of the playbill, and in the second year the playbill not only covered its cost, but also paid for additional copies of “Stagebill” because of the increased ad sales.

“Anything that strengthens one of us strengthens all of us,” Bev says.

IN 2011, THE FOUNDATION AWARDED A $25,000 Community Grant to support a collaborative playbill for five community theatres, including the Kernersville Little Theatre, Clemmons Community Theatre, The Stained Glass Playhouse, Twin City Stage, and the Winston-Salem Theatre Alliance.

Above: Youth performers from Twin City Stage’s children’s theatre

THE RICHARD AND BECKY DAVIS FUND FOR EDUCATION, a field of interest fund for education, was established in 2010 in honor of Mr. Davis’s service on the Kate B. Reynolds Charitable Trust board. Mr. Davis is a past member of The Winston-Salem Foundation Committee as well as a past Advisory Committee chair of the Foundation’s Black Philanthropy Initiative. The Davises are also members of the Foundation’s Legacy Society.

Above: Becky and Richard Davis

DONORS

FOCUSING ON

EDUCATION

Richard and Becky Davis

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ICHARD AND BECKY DAVIS BELIEVE IN EDUCATION.

“To me education is the key to our success,” Richard says, and he believes it generates further opportunities for individuals, not only with work, but also relating to a person’s housing, health, longevity, and overall quality of life.

Their commitment to education is evident throughout their community work that spans decades with all sorts of age groups and nonprofits.

Becky was a longtime volunteer at St. Philips Moravian Church Day Care for preschool children.

“They were a lot of fun,” she says, then smiles and adds quietly, “I spoiled a lot of them.”

Throughout Richard’s extensive service in the community, including membership on the boards of The WinstonSalem Foundation, the Winston-Salem Chamber of Commerce, the United Way of Forsyth County, the Kate B. Reynolds Charitable Trust, and Appalachian State University, he has seen how education impacts the community. As board chair for both the Chamber and United Way, he was heavily involved in educational initiatives to positively impact school success and, ultimately, high school graduation rates.

In 2010, the Kate B. Reynolds Charitable Trust established a field of interest fund for education at The Winston-Salem Foundation to honor Richard’s board service, and the Davises have continued to add to it.

Their fund gives the Foundation the flexibility to make timely Community Grants for educational programming.

“The Foundation has the freedom to grant those funds to whatever organization it feels deserves it most or can have the most impact,” Richard says. “They know the needs and they review all the grant applications. They make the decision as to what is a wise investment and who would manage these grants well. They know this because that’s their business to know.”

The Winston-Salem Foundation appealed to Richard, who studied accounting at the University of Maryland before working for the Internal Revenue Service and Wachovia Bank.

“Nobody does it better,” he says. “They give donors total transparency regarding the funds that are invested there, and I do mean invested. Not only do you see that your funds are doing a whole lot of good, you see how well the funds are managed over the years. That fund will continue to grow and will be able to assist and help more people and more causes.”

Both Becky and Richard learned the importance of giving back to their community when they were children.

“My dad used to say, ‘The more you give, the more you will receive,’” Becky says.

Richard’s grandmother taught him to always share.

“If you have something and the next person has nothing, it’s your duty to share with that person,” he recalls. She told him to “always keep in mind you want to leave this earth a better place than you found it. I’ve always been the kind of person that if I see someone in need I try to help them. It’s just part of my life.”

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STUDENT AID

SUPPORTING

DREAMS

The Woodbine Agency

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OR WOODBINE, big dreams matter.

Big dreams have spurred the brand revitalization agency’s growth in Winston-Salem over the past 28 years, and they continue to play a key role in the team’s creative approach with their clients.

When Woodbine was looking for a tangible way to give back to the community, the company turned to The Winston-Salem Foundation, where it established its Big Dreams Scholarship to support college students who dream of being the next generation of advertisers and marketers.

“I don’t think you can start a company without having a big dream and thinking forward,” says Maureen Hall, Woodbine’s founder. “Woodbine grew and thrived in the Winston-Salem community, and we wanted to give back through a foundation that also grew out of this community and continues to support it. Students are right at that point where they’re dreaming about the rest of their lives. They’re dreaming about possibilities.”

The scholarship exemplifies Woodbine’s five key values: ideas, interaction, intensity, integrity, and impact.

“We really do want to raise up the next generation to have an impact,” Maureen says.

“There’s no other way to do it than to help fund their dreams.”

The scholarship is awarded to a graduating Forsyth County high school senior who intends

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to study in the communication arts field. After the first year of college, the recipient is offered a summer internship opportunity at Woodbine.

Instead of a traditional plaque, students receive a journal in which to record their thoughts, dreams, and inspirations, says Peter Mitchell, president and CEO. “There are a lot of ways to give back,” Peter says. “At the heart of Woodbine is relationships. Building that relationship with the students was a big thing.”

He also hopes that their scholarship recipients will be able to develop a community among themselves that will be beneficial in their future careers.

East Forsyth High School graduate Sarah Rierson was inspired to study communications at UNC-Chapel Hill by her uncle, who majored in broadcast journalism there. She was surprised to learn during her 2012 high school awards ceremony that she had won the first Big Dreams Scholarship.

“I was just really thankful for the scholarship,” Sarah says. “I had no idea I was receiving it. I was really surprised to see how they wanted to get to know me. I plan to do the same thing for some young person at a moment in my career.”

During her summer internship, she has helped with research on social media projects and especially enjoyed working on blog posts.

Peter encourages other businesses to follow this model of both supporting students financially while also building relationships with them. The support becomes more than a transaction, he says, “It’s transformational.”

The theme of Woodbine’s 25-year anniversary celebration highlighted one of Maureen’s favorite African proverbs: “If you want to go fast, go alone; if you want to go far, go with others.”

“This sense of community and knowing you’re not alone is really important,” she says.

THE WOODBINE BIG DREAMS SCHOLARSHIP, established through a student aid endowment in 2011 by The Woodbine Agency, provides a $1,000 award to a graduating Forsyth County high school student who intends to major in communications, graphic design, journalism, public relations, creative writing, digital media or a related field at an accredited vocational/technical school, community college, or college/university. Woodbine also offers a summer internship opportunity to the scholarship recipient after his or her first year of college.

Below: Peter Mitchell, Sarah Rierson, and Maureen Hall

COMMUNITY DEVELOPMENT: A COLLABORATIVE EFFORT SINCE 2006, the Foundation has provided funding to support the Winston-Salem Community Development Support Collaborative, or the Funders’ Collaborative, which includes 12 local funding partners that pool resources to provide operational support and technical assistance for six local Community Development Corporations (CDCs) and Community Development Enterprises (CDEs). During 2012, the Funder’s Collaborative worked with the following local CDCs and CDEs: S.G. Atkins CDC, Goler CDC, Liberty CDC, Rural Initiative Project, Inc., The Shalom Project, and Ujima CDC. The S.G. Atkins Community Development Corporation is a nonprofit supported by grants from the Department of Housing and Urban Development and other funding institutions, such as the Funder’s Collaborative. S.G. Atkins strives to create community-based leadership and has focused on revitalizing the neighborhoods surrounding Winston-Salem State University through housing, community, and economic development programs.

Prior to the Funder’s Collaborative, the Foundation also supported community development efforts by providing support through the Local Initiatives Support Corporation from 1998 to 2007.

COMMUNITY GRANTS

TRANSFORMING A NEIGHBORHOOD The Enterprise Center of the S.G. Atkins Community Development Corporation

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OR YEARS, PATRICIA DEGRAFFINREAIDT has volunteered in her

million grant, which will enable the CDC to complete the renovation. neighborhood near Winston-Salem State University through the On the second floor, the Enterprise Center houses office spaces, 18 Southeast Neighborhood Association and through her church, Exodus of which are occupied by small businesses and nonprofits. The Center United Baptist Church, which provides hot soup during winter months also provides office support, meeting space, Wi-Fi and state-of-the-art and meals year-round to homebound neighbors. audiovisual equipment. The Center partners with Winston-Salem State When she became the event manager for the S.G. Atkins Community University, Wake Forest University, and Forsyth Technical Community Development Corporation’s Enterprise College to provide workshops that benefit the Center, the opportunity was a perfect way to businesses. match her vocation with her passion to serve “We include business education with the the neighborhood. office space and amenities that entrepreneurs “It was just a Godsend,” says Patricia, who need to be successful,” Carol says. had previously been a catering sales manager Located on the first floor is a virtual hosat a local hotel before starting her own event pital custom-designed for Winston-Salem planning business. She lives just two blocks State University’s School of Health Sciences. away from the Enterprise Center and from The former gymnasium reopened in 2012 as her church. a 4,700-square-foot conference center that is When S.G. Atkins’ Executive Director busy with special events, including business Carol Davis showed Patricia the opportunities networking, workshops, and community and the Center provides, “I was actually in awe of corporate events.

Patricia Degraffinreaidt (l) and Carol Davis what this center offers the community,” she says.

“It’s taken on a life of its own,” Carol says.

“This is a jewel. There’s a lot of love in this building for the neighborhood “It’s a unique asset which supports a diverse community’s changing interand this community.” ests and needs.”

The S.G. Atkins CDC started at Winston-Salem State University in A LEED-certified building that utilizes solar panels installed by a for1998, Carol says. The CDC’s first efforts focused on renovating and buildmer business tenant that outgrew the incubator, the Center is “a model of ing affordable homes, and then created a loan pool for small businesses. sustainability,” Carol says, and once 30,000 square feet of space is leased, In 2011, the CDC opened the Enterprise Center, a business incubator and it will generate enough income to pay for operating expenses. Outside, the community learning center that is housed in the former Salvation Army Center has a lush community garden space called Simon’s Green Acre, with Boys and Girls Club building on South Martin Luther King Jr. Drive. individual gardens tended to by a number of different community groups.

The CDC has renovated 25,000 of the 40,000 square feet in the Patricia calls it “a transformational place,” yet, she says, “It’s like fambuilding; recently the Economic Development Administration of the ily, too, here. My goal is to make as many people as possible aware of this U.S. Commerce Department awarded the Enterprise Center a $1.2 Center and what it offers.” the winston-salem foundation annual report

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DONORS

SHARING A

SECOND CHAPTER OF GIVING Bill and Allan Womble

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ILL AND ALLAN WOMBLE grew up surrounded by first-hand

examples of giving back to their community.

Bill’s father was a state and community leader who instilled the importance of community service in his children. Bill’s “Aunt Nell Willingham” was the daughter of Colonel Francis Fries, who established The WinstonSalem Foundation in 1919 with the initial gift of $1,000; the Foundation has grown to more than $325 million in current assets.

“We can only imagine how proud Col. Fries would be of that.” Bill says.

“The Foundation has grown along with our whole community. Col. Fries was a remarkable example of that generation that rebuilt a devastated South. One gives back in lots of ways, not just with money, but with devotion of time and service as well. One of the things that makes WinstonSalem special is its culture of giving and volunteer service. It’s a wonderful part of our heritage.”

Allan grew up in Mississippi, and she first learned about philanthropy from her father, who was a minister. At Christmas, he would ask each of his six children to pick one of their favorite presents for him to take to a family that lived nearby. During the summer months, Allan and her siblings often pulled a wagon laden with vegetables they had grown to share with their neighbors. “We had more than we needed,” she says. “That’s what you do — you share.”

A native of Winston-Salem, Bill, now retired from active practice, is a long-time member of the Womble Carlyle Sandridge & Rice law firm.

Bill helped found a number of nonprofits, including Experiment in Self Reliance, The Children’s Center (now The Centers for Exceptional Children) and Arbor Acres Retirement Community. He has also served in numerous state and local leadership positions, including service in the N.C. House of Representatives.

The couple enjoys surprising people who learn they’re “newlywed old folks,” though they have more than 100 years of marriage between them.

[ 2 2 ] I L L U M I N AT I N G T H E F U T U R E

the winston-salem foundation annual report

Bill and his late wife, Jane, were married for 68 years; Allan and her late husband, Bill Hollan, were married 59 years. Bill and Jane established designated funds at the Foundation for Arbor Acres and Senior Services, and Jane set one up for St. Leo the Great Catholic Church. Bill is an active Foundation donor advisor; he enjoys supporting a variety of nonprofits.

Allan established the William and Allan Hollan Charitable Fund, a field of interest fund for human services, in Bill’s memory following his death in 2004. “We were always more interested in the human touch,” she says, “and the Foundation’s strong reputation is recognized throughout the community. It’s carrying out its purpose in a meaningful way.”

Bill appreciates the Foundation’s accountability as it manages a wide array of funds and endowments, better enabling nonprofit organizations to perform their valuable work in perpetuity.

Bill sums it up this way: “The Winston-Salem Foundation is a tremendous community asset. There’s no end to the good it can do. It is a blessing beyond compare.”

THE WILLIAM AND ALLAN HOLLAN CHARITABLE FUND was established in 2004 in Mr. Hollan’s memory as a field of interest fund to support human services. The William F. and Jane Gilbert Womble Fund for Arbor Acres and the William F. and Jane Gilbert Womble Fund for Senior Services were established at the Foundation in 2010. The Jane Gilbert Womble Fund was established as a designated fund in 2010 to support St. Leo the Great Catholic Church. Mr. Womble also has a donor-advised fund and a charitable remainder trust at the Foundation, established in 1995. The Wombles are also members of the Foundation’s Legacy Society.

Above: Allan and Bill Womble

HANDSON: A VALUABLE COMMUNITY RESOURCE HandsOn NORTHWEST NORTH CAROLINA was formed in 2007 when Non-Profit Connections, which provided nonprofit capacity building services, merged with Volunteer Connections, which had grown out of the volunteerism committee of the ECHO Council, originally incubated by the Foundation.

HandsOn strengthens the community through a blended mission of building nonprofit capacities and increasing volunteerism. It provides resources and training to strengthen nonprofits to effectively meet their missions, and it seeks to increase civic engagement by managing a Web-based volunteer matching portal, by offering volunteer trainings, and by organizing community-wide volunteer recognition events. In 2013, HandsOn was also chosen to manage corporate volunteer projects for local Belk department stores, as part of their “125 Days of Service,” celebrating Belk’s 125th anniversary.

In 2012 HandsOn was awarded a $60,000 Foundation Community Grant. The Foundation has also provided ongoing support to HandsOn and to its predecessor organizations since 2005. HandsOn also serves as an important Foundation partner: the two organizations have recently collaborated to offer development opportunities for nonprofit staff, including a peer philanthropy network and a succession planning workshop.

Above: HandsOn program participant Nikki Burris

COMMUNITY GRANTS

STRENGTHENING

NONPROFITS, ENGAGING VOLUNTEERS

HandsOn Northwest North Carolina

N

IKKI BURRIS, Director of Admissions for Salemtowne Retirement

Community, knows HandsOn Northwest North Carolina strengthens local nonprofits through both training and volunteer connections.

“HandsOn has benefited me personally by offering different classes that help continue my learning in the areas of management and leadership,” says Nikki, who completed its Women’s Emerging Leaders (WEL) program, which was begun in 2010 with a seed grant from the Women’s Fund.

Participants completed an in-depth workshop to determine their leadership styles, strengths and weaknesses, and they developed a plan to strengthen their skills. The program had classes in essential subjects for nonprofits and followed up to check on participants’ progress on their goals.

“Overall, it was an empowering series that I would highly recommend for leaders to get to know themselves better and to strengthen their skill set,” Nikki says.

She also sought guidance and partnered with HandsOn to create Salemtowne’s Senior Volunteer Service Award, and, in turn, Salemtowne has donated meeting space for many HandsOn events.

“Salemtowne strives to be a strong community partner with greater Winston-Salem, and this is one way that we can give back,” Nikki says.

“It is refreshing to collaborate so easily with a great organization.”

HandsOn’s capacity-building programs are designed to help an organization meet the challenge of its mission in the most effective and efficient way possible, says Amy Lytle, HandsOn’s executive director. In 2012, 126 different nonprofits benefitted just from their workshops, which include Board Basics and Leadership Development classes, Best Practice Breakfasts, and Nonprofit Essentials workshops taught by Wake Forest University faculty. In total, HandsOn touches more than 350 nonprofits through its training programs, communications, and volunteer portal.

“Research has shown that one of the most effective ways to increase an organization’s capacity is to invest in its leadership, which is exactly what

our programs are designed to do,” Amy says. “Our Organizational Assessments provide an opportunity for leadership — both board and staff — to get ‘on the same page’ about the most critical investments that an organization needs to make in RSVP Volunteer Mary Alspaugh their infrastructure.”

Another key aspect of HandsOn’s work is matching community members with options for meaningful volunteer service. In 2012, using its Hands On Connect volunteer matching portal and other methods, HandsOn mobilized 3,447 volunteers who contributed approximately 46,855 service hours. In 2013, HandsOn took over the Retired and Senior Volunteer Program (RSVP) which has been in the community for 30 years; it provides an additional mechanism through which Salemtowne and other nonprofits can recruit senior volunteers.

Ongoing support from The Winston-Salem Foundation has been crucial to HandsOn’s continued success.

Amy says, “They see the value in how the work we do builds the infrastructure of the community as a whole,” Amy says. “All of our programs help organizations become more effective and efficient. We try to make sure we focus equally on both ‘halves’ of our mission — capacity building and volunteer engagement — while also nurturing the vast areas where they overlap.”

the winston-salem foundation annual report

I L L U M I N AT I N G T H E F U T U R E [ 2 5 ]

GRANTS 2012 FOUNDATION GRANTS PROVIDE significant support for two main constituencies: to NONPROFIT ORGANIZATIONS as they make communities a healthier place to call home and to LOCAL STUDENTS

as they pursue higher education. In 2012, the Foundation: > Made more than $20.2 MILLION in TOTAL CHARITABLE GRANTS, 87% of which stayed in North Carolina, and 68% of which stayed in our local service area > Awarded more than $2.1 MILLION through our COMMUNITY GRANTS PROGRAM > Assisted more than 587 STUDENTS with STUDENT AID support totaling $1,222,500* in the 2012–2013 school year *$1,108,000 in Scholarships and $114,500 in Student Loans

TYPES OF

GRANTS

DONOR-ADVISED GRANTS, made from both endowed and non-endowed

DESIGNATED GRANTS ensure long-term annual support from an

funds, connect donors with the power of philanthropy through individually

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

advised funds.

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

COMMUNITY GRANTS provide funding assistance to nonprofit

SCHOLARSHIPS assist students in paying for their post-secondary

organizations that are having a positive long-term impact on our local

education. For additional information on the Foundation’s Student Aid

community. Funding for these important grants comes from Unrestricted

application process, which also includes low-interest student loans,

and Field of Interest endowment funds that have been established

go to the “Students” section of www.wsfoundation.org.

by donors. For more information on how organizations can apply for a Community Grant, please refer to the “Grant Seekers” area on the

AGENCY ENDOWMENT GRANTS provide support to charitable

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

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

2% 7% OTHER GRANTS

2012 FOUNDATION GRANTS

AGENCY ENDOWMENT GRANTS

5% SCHOLARSHIPS

12% DESIGNATED GRANTS

(by Grant Type)

40% DONOR-ADVISED (NON-ENDOWED) GRANTS

12% COMMUNITY GRANTS

22% DONOR-ADVISED (ENDOWED) GRANTS the winston-salem foundation annual report

GRANTS [27]

COMMUNITY GRANTS 2012

IN 2012, the Foundation supported nonprofit programs with over $2.1 MILLION in Community Grants

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

3%

2012 COMMUNITY GRANTS (by Program Area)

1%

ANIMAL WELFARE

14%

RECREATION

HEALTH

5% ENVIRONMENT

24% HUMAN SERVICES

12% ARTS & CULTURE

8%

16%

COMMUNITY & ECONOMIC DEVELOPMENT

PUBLIC INTEREST

17% EDUCATION

[28] GRANTS

the winston-salem foundation annual report

GRANTMAKING PARTNERS TODAY, MANY DONORS WANT active grantmaking that is both responsive to the changing community

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

These fundholders benefit from Grantmaking Partners by: > LEVERAGING more charitable dollars to respond to opportunities > BEING AWARE of timely community funding opportunities > MATCHING their interests with community nonprofits in order to make effective grants > LEARNING ABOUT new organizations and programs that are addressing issues that matter to them In 2012, 18 DONOR-ADVISED FUNDHOLDERS contributed a total of $44,852 toward the partial or full funding of Community Grants in a wide variety of interest areas. This funding is impactful — it equates to the estimated annual income that would be generated by a $1,043,070 endowment! As such, we are most grateful for our 2012 GRANTMAKING PARTNERS:

Anonymous (2)

Greg and Gina Bridgeford

Jim and Debbie Millis

Bonnie Stewart

Elms and Harriet Allen

Woody Clinard

Walt and Martha Ann Murray

John and Peggy Taylor

Gayle Anderson and Carey Hedgpeth

Mary Eagan

Mil Naugle

Ed and Barbara Beason

Caroline Gamble

Lucian and Robie Neal

Bill Benton

Eric Hoyle

Katherine W. Otterbourg

the winston-salem foundation annual report

GRANTS [29]

COMMUNITY GRANTS 2012 ANIMAL WELFARE ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Animal Adoption and Rescue Foundation

$15,000

for a community programs and outreach coordinator

Edna B. Parkin Georges Animal Fund

Forsyth Humane Society

$30,000

for additional staff for a second year

Edna B. Parkin Georges Animal Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Forsyth Spay Day Coalition

$5,765

Horse Education and Rescue Organization

$12,000

to support spay/neuter services in Forsyth County

Edna B. Parkin Georges Animal Fund, Lassiter Animal Welfare Fund

for large animal emergency rescue training

Edna B. Parkin Georges Animal Fund

TOTAL 2012 COMMUNITY GRANTS TO ANIMAL WELFARE

$62,765

ARTS AND CULTURE ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S) Charles Babcock, Jr. Field of Interest Fund

Ava Gardner Museum

$5,000

to improve the library

Ava Gardner Fund

Carolina Music Ways

$3,000

to educate students about the region’s music heritage for a third year

Samuel A. and Roslyn S. Harris Fund

Festival Stage of Winston-Salem

$15,000

to support a marketing research study

Charles Babcock, Jr. Field of Interest Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Helen Simoneau Danse

$4,280

for an administrative assistant and a marketing position

Charles Babcock, Jr. Field of Interest Fund

Korner’s Folly Foundation

$9,670

for Web site design

Dr. Calvin and Ruth H. Ogburn Trust, R.J. Reynolds Tobacco Company Fund

NC Black Repertory Company

$19,866

to support an audience development manager for a second year

Charles Babcock, Jr. Field of Interest Fund

for promotional marketing materials

Charles Babcock, Jr. Field of Interest Fund

:

Arts Council of Winston-Salem $25,000 to upgrade financial software and Forsyth County

Piedmont Chamber Singers

$1,735

Piedmont Craftsmen

$25,000

to support the 50th anniversary history project

Charles Babcock, Jr. Field of Interest Fund, Eisenberg Family Fund for Arts and Culture, Vicki Van Liere Helms Art Fund, The Winston- Salem Foundation Grantmaking Partners Fund

Piedmont Opera

$30,000

for a development director

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

Reynolda House Museum of American Art

$20,000

to support a professional development opportunity

Charles Babcock, Jr. Field of Interest Fund, Earline heath King Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Sawtooth School for Visual Art

$40,000

to support a sales and marketing manager

Charles Babcock, Jr. Field of Interest Fund, Community Arts Fund, The Winston-Salem Foundation Grantmaking Partners Fund

$1,000

to support a youth engagement coordinator for the Magnolia Baroque Institute

Samuel A. and Roslyn S. Harris Fund

Winston-Salem Delta Fine Arts

$14,000

to support Web site upgrades and fund development work

Community Arts Fund

Winston-Salem Festival Ballet

$20,000

for a part-time marketing assistant

Charles Babcock, Jr. Field of Interest Fund, Mary Reynolds Babcock Cultural Improvement Fund

Winston-Salem Symphony

$25,000

to support audience development and marketing efforts for a second year

Samuel A. and Roslyn S. Harris Fund

Winston-Salem Youth Chorus

$15,000

to hire a strategic planning consultant

Samuel A. and Roslyn S. Harris Fund

UNC School of the Arts Foundation

TOTAL 2012 COMMUNITY GRANTS TO ARTS AND CULTURE

[30] GRANTS

the winston-salem foundation annual report

$273,551

COMMUNITY AND ECONOMIC DEVELOPMENT ORGANIZATION NAME

GRANT AMOUNT

Downtown Winston-Salem Partnership Grassroots Grantmakers

$15,000

PROJECT DESCRIPTION

FUND NAME(S)

to support an economic impact study of the reconstruction of Business 40

Charles Babcock, Jr. Discretionary Fund

$1,500

to provide technical assistance

Howard Gray Endowment

Habitat for Humanity of Forsyth County

$80,000

to support the capital campaign

Algine Foy and Julius Dobson Neely Memorial Fund, Anonymous Trust #2, Hayes and Amy Wauford Fund, Lila Church Bradford Memorial Fund, Nelson and Dorothy Tomlinson Fund, R. Edward Lasater Endowment Fund, R. Worth Allen and Atha J. Allen Fund, Samuel and Elizabeth Rose Fund, Thomas R. and Georgia L. Pepper Family Fund, Virginia S. Pleasants Fund, William P. and Katharine T. Baldridge Endowment

Neighbors for Better Neighborhoods

$60,000

to support the development of community assets in neighborhoods

Algine Foy and Julius Dobson Neely Memorial Fund, Bess Gray Plumly Fund, Donna Germain Rader and Martin H. Rader Fund, Louise and Sam Adams Community Fund, Ralph and Frances Stockton Trust, The Winston-Salem Foundation Grantmaking Partners Fund

Neighbors for Better Neighborhoods

$10,000

to provide funds for neighborhood projects and programs

Charles Babcock, Jr. Discretionary Fund, Mr. and Mrs. F. Borden Hanes, Jr. Trust

Preserve Historic Forsyth

$4,500

for a strategic plan and marketing expenses

James A. Gray Family Fund, Nancy T. Pleasants Community Development Fund, The Winston-Salem Foundation Grantmaking Partners Fund

TOTAL 2012 COMMUNITY GRANTS TO COMMUNITY AND ECONOMIC DEVELOPMENT

$171,000

ENVIRONMENT ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

for landscaping

Anne Hanes Willis Fund

$24,000

to employ a program manager and match WIC and/or SNAP benefits at the Cobblestone Farmers Market for a second year

D. Elwood Clinard Charitable Trust, Dr. Calvin and Ruth H. Ogburn Trust, Frank E. Llewellyn T.B. Fund, John W. and Alice Rose Alspaugh Memorial Funds, Lipscomb Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Family Services

$5,000

to help make improvements to the Healing Gardens

Anne Hanes Willis Fund

Natural Capital Investment Fund

$10,000

to expand lending and technical assistance in Forsyth County

James A. Gray Family Fund

NC Cooperative Extension Service, Forsyth County Salem

$24,000

to support the community garden resource program for a third year

Anne Hanes Willis Fund, Drane V. McCall Fund for Winston-Salem Beautiful, Raymond B. Hooker, Jr. Fund–Unrestricted, The WinstonFoundation Grantmaking Partners Fund

Winston-Salem Sustainability Resource Center

$30,000

to support the executive director position

Charles Babcock, Jr. Discretionary Fund

Yadkin Riverkeeper

$11,250

to support a director of operations and programs position for a third year

Charles Babcock, Jr. Discretionary Fund

Arts Council of Winston-Salem and Forsyth County Carolina Farm Stewardship Association

$6,100

TOTAL 2012 COMMUNITY GRANTS TO ENVIRONMENT

$110,350

the winston-salem foundation annual report

GRANTS [31]

COMMUNITY GRANTS 2012 EDUCATION ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Carter G. Woodson School of Challenge

$25,750

to fund a library media specialist for a third year

Blount Fund, Kenard Eugene Sales Memorial Fund, Nancy R. Baity Trust, Richard and Becky Davis Fund for Education, Robert A. and Constance C. Emken Education Fund

Children’s Museum of Winston-Salem

$20,520

to help support a development and marketing position for a third year

Jessica T. Fogle Fund

Communities in Schools of Forsyth County

$30,000

to hire quality assurance staff

Jessica T. Fogle Fund, John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial

$10,000

for strategic planning

Jessica T. Fogle Fund

to support the capital campaign

George and Edna Blanton Fund, Harvey Seward Martin Fund, Isabel McRae Fund, J.C. Tise Fund, James R. Hankins Fund

Community Education Collaborative Crosby Scholars Community Partnership

$100,000

Crosby Scholars Community Partnership

$4,500

to support a part-time senior advisor for a third year

Art and Dannie Weber Education Fund, Charles E. Norfleet Memorial Fund, Jessica T. Fogle Fund

El Buen Pastor Latino Community Services

$13,000

to support the family literacy initiative

John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Goler Institute for Development and Education

$11,000

for strategic planning and staff training

J. Frank and Mary S. Mock Fund

Liberty East Redevelopment

$13,000

to support the Digital Connectors program for a third year

Edna B. Parkin Georges Youth Fund, John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Fund

Northwest Child Development Centers

$40,000

to support an education technology integration specialist for a second year

Camp Robert Vaughn Fund, Charles Babcock, Jr. Discretionary Fund, Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund– Unrestricted, Joseph G. Gordon Fund, Thomas H. Davis Advised Trust, The Winston-Salem Foundation Grantmaking Partners Fund

The Centers for Exceptional Children

$10,000

to support an additional nurse for the children at the Children’s Center for a third year

Claire Lockhart Follin-Mace Fund

The Centers for Exceptional Children

$20,000

to support a horticultural therapy program at the Special Children’s School

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Wake Forest University

$15,000

to establish a math teachers’ circle for middle school math teachers in the Winston-Salem/Forsyth County Schools

Elizabeth Lovett Education Endowment, J.C. Tise Fund, Jessica T. Fogle Fund, Peggy and Ralph Stockton Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Winston-Salem Street School

$45,000

to support a development director

John W. Burress Community Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Winston-Salem/Forsyth County Schools

$8,000

to fund, in partnership with other community organizations, a search firm to assist with the superintendent search

A. Tab Williams, Jr. Public Education Fund

Winston-Salem/Forsyth County Schools

$10,000

to participate in a statewide STEM Network

A. Tab Williams, Jr. Public Education Fund

$1,000

to support the Amazing Summer E.S.C.A.P.E.

Jessica T. Fogle Fund

WSFC Council of PTAs

TOTAL 2012 COMMUNITY GRANTS TO EDUCATION

[32] GRANTS

the winston-salem foundation annual report

$376,770

HEALTH ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Arts for Life

$10,000

to expand the art and music program to the behavioral health unit

Harriet Taylor Flynt Fund, Samuel A. and Roslyn S. Harris Fund

Associates in Christian Counseling

$10,400

to create a part-time intake coordinator position

George and Edna Blanton Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Cancer Services

$17,000

to support an African-American and a Hispanic/Latino outreach educator

Jeannette Norfleet Fund, Lena Albright Memorial Fund

Cancer Services

$25,000

to support an African-American and a Hispanic/Latino outreach educator for a second year Fund

Ava Gardner Fund, Masich Fund, Mr. and Mrs. Thomas B. Rice Memorial Fund, The Winston-Salem Foundation Grantmaking Partners

Community Care Center for Forsyth County

$45,000

to support a diabetic case manager/educator

John W. and Alice Rose Alspaugh Memorial Funds, Twin City Hospital Funds, The Winston-Salem Foundation Grantmaking Partners Fund

Forsyth Medical Center Foundation

$50,000

to help support costs for 24-hour call center counselors at the Behavioral Health Center for a second year

Harriet Taylor Flynt Fund

HealthCare Access

$35,000

to provide emergency support

Bill and Helene Halverson Fund, Emma Jane Skinner Fund, George and Edna Blanton Fund, John W. and Alice Rose Alspaugh Memorial Funds, John W. Burress Community Fund, The Winston-Salem Foundation Grantmaking Partners Fund

for a nutrition enrichment program

John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Fund, Youth Activities Fund

Ken Carlson Boys and Girls Club Garden Club

$450

NC Baptist Hospital

$12,500

for staff training and prenatal patient education

John W. and Alice Rose Alspaugh Memorial Funds

NC Harm Reduction Coalition

$17,000

to support a multi-dimensional hepatitis project for a second year

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

Partnership for a Drug Free NC

$29,000

to help support the costs of a director of development for a second year

Harriet Taylor Flynt Fund

Prevent Blindness NC

$10,000

to train vision screeners for elementary and middle schools in Forsyth County for a second year

Claire Lockhart Follin-Mace Fund

Prodigals Community

$27,000

to support a new employment and education program

Ann and Clay Ring Fund, D. Elwood Clinard Charitable Trust, Etta Mae Pope Trust, Mary A. Payne Charitable Fund for Human Services, Stokes Ivey and Orpha Marie Leonard Pope Family Trust

SECU Family House

$25,000

to support the manager of educational services for a second year

Frank E. Llewellyn T.B. Fund, Louise Futrell Fund

Trinity Center

$15,000

to help support additional costs to the organization for the executive director position

Howard Gray Endowment

Trinity Center

$22,000

to help support the executive director position for a second year

John Alexander McClung, DDS, FACD Trust, Lillian S. Stultz Fund, Richard E. Ashburn Trust

Wake Forest Health Sciences

$15,353

to support a licensed psychologist associate for the outpatient therapy program at Amos Cottage

Harriet Taylor Flynt Fund

TOTAL 2012 COMMUNITY GRANTS TO HEALTH

$365,703

the winston-salem foundation annual report

GRANTS [33]

COMMUNITY GRANTS 2012 HUMAN SERVICES ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Autism Society of NC

$5,000

to support a vocational skills development program

Harriet Taylor Flynt Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Barium Springs

$10,000

to help increase the number of therapeutic foster homes available in the Forsyth County area

A. F. Clement Trust for Youth

Bethesda Center for the Homeless

$30,000

for a full-time shelter director for a second year

Mary A. Payne Charitable Fund for Human Services, Sarah Shore Ruffin Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Children’s Law Center of Central NC

$10,000

to fund a part-time development professional for a third year

Edna B. Parkin Georges Youth Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Exchange SCAN

$25,536

to expand the parent/teen education group for a second year

Ann and Clay Ring Fund, Blount Fund, Mary A. Payne Charitable Fund for Human Services, The Winston-Salem Foundation Grantmaking Partners Fund

Experiment in Self-Reliance

$5,000

to fund a strategic planning process

Margaret W. Parker Fund, Victor I. Flow, Jr. Family Fund

Family Services

$2,000

to provide direct assistance to victims of violent crime

Chrissy Gallaher Victim’s Assistance Fund

Family Services

$20,000

to help support the grant services manager position for a third year

Marcus Lew Davis Memorial Fund, Mary A. Payne Charitable Fund for Human Services

Fellowship Home of Winston-Salem NC

for a strategic plan and marketing expenses

Ann and Clay Ring Fund

Horizons Residential Care Center

$22,000

to support a new telephone system at the Arches and for branding activities

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

iCan House Services

$20,000

to support development activities for a second year

Harriet Taylor Flynt Fund, The Winston-Salem Foundation Grantmaking Partners Fund

NC Housing Foundation

$40,000

for a project director to develop programs for a supportive housing site

Harriet Taylor Flynt Fund, The Winston-Salem Foundation Grantmaking Partners Fund

to help crime victims or crime victim service providers attend the annual statewide training conference

Chrissy Gallaher Victim’s Assistance Fund

NC Victim Assistance Network

$7,500

$1,799

Next Step Ministries

$10,000

to support a nighttime staff position for a second year

The Winston-Salem Foundation Grantmaking Partners Fund

Samaritan Ministries

$40,000

to support the capital campaign to build a new facility

Barbara Lasater Hanes Trust, Bob and Ruth Herring Fund, Spencer and Nell Waggoner Charitable Fund–Unrestricted

Second Harvest Food Bank of Northwest NC

$35,000

to support a nutrition services coordinator

John and Julia Denham Fund, Richard K. Scott Memorial Fund, Robert Edwin Taylor and Margaret Long Taylor Memorial Fund, Vergil and Vicki Gough Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Senior Services

$35,000

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

Sturmer Samaritan Fund

Shepherd’s Center of Greater Winston- Salem

$20,000

to support a part-time senior center program assistant

Clifton E. and Ruth Brewer Beck Memorial Fund, Harriet Taylor Flynt Fund, Otis B. and Genevieve Parrish Fund

Smart Start of Forsyth County

$7,500

to provide vision screening for preschool children in Forsyth County

Claire Lockhart Follin-Mace Fund

Triad Trackers Wheelchair Basketball Team

$10,000

to help support a wheelchair basketball team

Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped, Claire Lockhart Follin-Mace Fund

United Way of Forsyth County

$20,000

to fund the Ten-Year Plan to End Chronic Homelessness

Mary A. Payne Charitable Fund for Human Services

$2,500

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

Chrissy Gallaher Victim’s Assistance Fund

$50,400

to support the Student Enrichment Experience program

Claire Lockhart Follin-Mace Fund, Edward and Mary Alice Tarulli Fund

Vigils for Healing Winston-Salem Industries for the Blind

TOTAL 2012 COMMUNITY GRANTS TO HUMAN SERVICES

[34] GRANTS

the winston-salem foundation annual report

$429,235

PUBLIC INTEREST ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

$5,000

2012 ECHO Award Recipients

Wachovia Bank of North Carolina Fund

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

The Community Fund, Margaret W. Parker Fund

ECHO Award ECHO Network

$138,500

Forsyth County Public Library

$3,000

for On The Same Page

Ann and Clay Ring Fund

Forsyth Futures

$75,000

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

Agnew Hunter Bahnson and Elizabeth Hill Bahnson Memorial Fund, George and Edna Blanton Fund

HandsOn Northwest NC

$60,000

to support capacity building for nonprofits and increase volunteerism

The Community Fund, The Winston-Salem Foundation Grantmaking Partners Fund

HandsOn Northwest NC

$3,000

to provide a transition planning workshop for local nonprofits

Ava Gardner Fund

Imprints

$18,000

for a part-time sales manager position

George and Edna Blanton Fund

Leadership Winston-Salem

$10,000

to help support a development position for a third year

Pleasants Hardware Company Trust, Virginia S. Pleasants Fund

NC Center for Voter Education

$19,000

to produce and distribute a comprehensive nonpartisan voter guide to thousands of Forsyth County residents

Charles Babcock, Jr. Discretionary Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Rufus Dalton Awards

$6,500

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

Rufus W. Dalton Trust

War Memorial Foundation

$10,000

to help support the Carolina Field of Honor at Triad Park

George and Edna Blanton Fund

Winston-Salem Foundation Award

$10,000

The 2012 Winston-Salem Foundation Award Recipient

BB&T Fund

TOTAL 2012 COMMUNITY GRANTS TO PUBLIC INTEREST

$358,000

RECREATION ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Forsyth County Broncos

$300

for registration fees for youth who cannot afford to participate

Youth Activities Fund

Kappa League of Winston-Salem

$750

to fund a historical enrichment experience for young men

Youth Activities Fund

Southwest Forsyth Little League

$1,000

for youth with disabilities to participate in a Little League World Series exhibition game

Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped

Twin City Outreach of Winston-Salem

$300

to fund a leadership experience for young girls

Youth Activities Fund

Winston-Salem Indians

$500

for registration fees for youth who cannot afford to participate

Youth Activities Fund

Winston-Salem Tiny Vikings

$500

to pay for registration fees for youth who cannot afford to participate

Youth Activities Fund

to support an after school running program for middle school students

Edna B. Parkin Georges Youth Fund

YMCA of Northwest NC

$17,500

TOTAL 2012 COMMUNITY GRANTS TO RECREATION

$20,850

TOTAL 2012 COMMUNITY GRANTS

$2,168,224

the winston-salem foundation annual report

GRANTS [35]

FUNDS AND DONORS 2012 SINCE 1919, committed donors have invested generously in the current and future nourishment

of our community and beyond. These charitable individuals, families, and organizations have provided substantial support in areas as varied as health and human services to community and economic development, enriching the lives of neighbors near and far. At the end of 2012, the Foundation administered more than 1,300 CHARITABLE FUNDS for a wide variety of philanthropic purposes.

1% OTHER ASSETS

1%

REAL ESTATE FUNDS

FOUNDATION ASSETS (by Fund Type)

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

5% AGENCY ENDOWMENT FUNDS

6% STUDENT AID FUNDS

33% DONOR-ADVISED FUNDS (ENDOWED)

12% CHARITABLE LEAD TRUSTS AND CHARITABLE REMAINDER TRUSTS

20% DESIGNATED FUNDS *includes Temporary Funds

[36] FUNDS AND DONORS

the winston-salem foundation annual report

17% UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS

TYPES OF

FUNDS

ENDOWED FUNDS:

NON-ENDOWED FUNDS:

UNRESTRICTED FUNDS FOR COMMUNITY GRANTS offer the

NON-ENDOWED ADVISED FUNDS, which are essentially charitable

broadest option for charitable giving. Income from these funds will

checking accounts, offer donors a simple and efficient vehicle for

be used to meet changing funding opportunities in our community

annual charitable giving.

over time through Community Grants.

TEMPORARY FUNDS give the Foundation the ability to hold a limited FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS give donors

number of funds for organizations and individuals for charitable

the opportunity to provide Community Grantmaking support within

projects.

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

CHARITABLE TRUSTS:

DONOR-ADVISED FUNDS enable up to two family generations of

CHARITABLE LEAD TRUSTS enable donors to make significant

advisors to make charitable grant recommendations before converting

charitable gifts for the term of the trust while transferring substantial

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

assets to beneficiaries later.

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

CHARITABLE REMAINDER TRUSTS allow donors and/or a designated

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

remainder going to support charitable causes.

annual support to specific charities in perpetuity.

AGENCY ENDOWMENT FUNDS are established by charitable

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

STUDENT AID FUNDS provide students with scholarships and loans to

pursue their academic goals. Donors may establish scholarship funds to support students from a particular high school, church, or county, or for those who attend a specific college or university.

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

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

REAL ESTATE FUNDS are properties designated for a charitable use

and titled in the Foundation’s name.

the winston-salem foundation annual report

FUNDS AND DONORS [37]

ENDOWED FUNDS

UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS

U

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

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

FUND

YEAR

PURPOSE

Louise and Sam Adams Community Fund

2005

Established through a charitable trust to support the charitable needs of the community

Lena Albright Memorial Fund

1979

Established by family and friends for organizations that provide comfort and benefit to those suffering from cancer, especially leukemia

R. Worth Allen and Atha J. Allen Fund

2005

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

John W. and Alice Rose Alspaugh Memorial Funds

1964

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

John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust

1964

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

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

1950

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

Agnew Hunter Bahnson and Elizabeth Hill Bahnson Memorial Fund

2011

Nancy R. Baity Trust

2000

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

William P. and Katharine T. Baldridge Endowment

2006

Established as an unrestricted fund

Bank of America Corporation Fund

1995

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

BB&T Fund

1994

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

Clifton E. and Ruth Brewer Beck Memorial Fund

2010

Established through the estates of Clifton and Ruth Beck

George and Edna Blanton Fund

2010

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

Blount Fund

2010

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

Lila Church Bradford Memorial Fund

1999

Established as an unrestricted fund

John W. Burress Community Fund

2007

Established as an unrestricted fund

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

Camp Robert Vaughn Fund

1990

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

Carolina Steel Endowment Fund

1988

Established as an unrestricted fund to support worthy public purposes

Henry M. Carter, Jr. Fund

1997

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

A. F. Clement Trust for Youth

1971

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

D. Elwood Clinard Charitable Trust

1974

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

[38] FUNDS AND DONORS

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

Established by the estate as an unrestricted fund

the winston-salem foundation annual report

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

Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

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 Fund for the Mentally Handicapped

1998

Marcus Lew Davis Memorial Fund

2004

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

Richard and Becky Davis Fund for Education

2010

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

Thomas H. Davis Advised Trust

1992

Established with special emphasis on programs for youth

James R. Deadrick Fund

1989

Established by bequest as an unrestricted fund

Marian G. and Charles W. DeBell Trust

2001

Established as an unrestricted fund

John and Julia Denham Fund

2007

Established as an unrestricted fund

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 homeless, elderly, children, and the underserved in the community

Victor I. Flow, Jr. Family Fund

2000

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

Harriet Taylor Flynt Fund

1998

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

Jessica T. Fogle Fund

1964

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

Claire Lockhart Follin-Mace Fund

1991

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

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

Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

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

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 underprivileged and handicapped children

Allan M. Hutcherson Fund

1944

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

Earline heath King Fund

2005

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

Louis and Gretchen Klaff Trust

2010

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

Martha K. Knott Fund

1926

Established to provide support for general charitable purposes

R. Edward Lasater Endowment Fund

1950

Established to provide support for general charitable purposes

Lassiter Animal Welfare Fund

2003

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

Lipscomb Fund

2004

Established in honor of Guy and Margaret Lipscomb by their granddaughter

Frank E. Llewellyn T.B. Fund

1970

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

John C. Long, M.D. Fund

1994

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

Elizabeth Lovett Education Endowment

1996

Established as a fund to support education

Thomas Jack Lynch Memorial Fund

1996

Established by an estate gift as an unrestricted fund

Harvey Seward Martin Fund

1996

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

[40] FUNDS AND DONORS

the winston-salem foundation annual report

Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

Masich Fund

2004

Drane V. McCall Fund for Winston-Salem Beautiful

2008

Established by Jane and Tony Masich as an unrestricted fund Established by Dr. Bill McCall in honor of his wife, Drane V. McCall

John Alexander McClung, DDS, FACD Trust

1994

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

Isabel McRae Fund

1981

Established by bequest as an unrestricted fund

Michalove Fund

2004

Established as an unrestricted fund with 41 consecutive years of contributions to the Community 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

Mary A. Payne Charitable Fund for Human Services

2009

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

Thomas R. and Georgia L. Pepper Family Fund

1997

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

Kerr and Naomi Pinnix Discretionary Fund

2006

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

Pfafftown Jaycees Community Fund

2005

Established by the Pfafftown Jaycees

Pleasants Hardware Company Trust

1987

Established for general charitable purposes

Nancy T. Pleasants Community Development Fund

1997

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

Virginia S. Pleasants Fund

1996

Established by an estate gift as a discretionary fund

Bess Gray Plumly Fund

1965

Established by bequest for general charitable purposes of the Foundation

Etta Mae Pope Trust

2000

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

Stokes Ivey and Orpha Marie Leonard Pope Family Trust

2000

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

Donna Germain Rader and Martin H. Rader Fund

2005

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

R.J. Reynolds Tobacco Company Fund

1975

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

Mary Neil Henderson Rice Fund

1998

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

Mr. and Mrs. Thomas B. Rice Memorial Fund

1991

Established by family and friends for general charitable purposes

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

Richard K. Scott Memorial Fund

2011 Established by clients of Mr. Scott as an unrestricted fund

Louis and Jane Shaffner Fund

2007

Established as an unrestricted fund

Emma Jane Skinner Fund

2001

Established by Frank B. Hanes to support human services organizations

Peggy and Ralph Stockton Fund

1995

Established as an unrestricted fund

Ralph and Frances Stockton Trust

1993

Established as an unrestricted fund

Colin and Mary Louise Stokes Fund

1991

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

Lillian S. Stultz Fund

1982

Established by bequest for general charitable purposes of the Foundation

Sturmer Samaritan Fund

1997

Established by Martha M. Sturmer in honor of her in-laws, Charles A. and Ernestine Hill Sturmer, to provide support for financially needy patients and residents in nursing homes in Forsyth County Unrestricted and Field of Interest Funds – continued on next page

the winston-salem foundation annual report

FUNDS AND DONORS [41]

Unrestricted and Field of Interest Funds, continued FUND

YEAR

Edward and Mary Alice Tarulli Fund

2006

Robert Edwin Taylor and Margaret Long Taylor Memorial Fund

2005

PURPOSE Established with the charitable remainder of a charitable remainder trust to provide services or programs that benefit individuals who are visually handicapped Established with the remainder of the Margaret Long Taylor Charitable Remainder Unitrust

J.C. Tise Fund

1927

Nelson and Dorothy Tomlinson Fund

1997

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

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

Established through the estate of Nell Kerns Waggoner

Bobby Ray Wilson Human Fund

1996

Established to benefit incarcerated persons in Forsyth County

Nancy H. Wilson Fund

2009

Established by bequest for unrestricted purposes

Winston-Salem Foundation Staff Endowment

2002

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

Edna Motsinger Wooten Fund

2010

Established by bequest for unrestricted purposes

Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped

1984

Established to provide recreational opportunities for the handicapped

ENDOWED FUNDS

DONOR-ADVISED FUNDS

D

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

to a private foundation.

NEW FUNDS IN 2012

Bert and Joy Bennett Family Fund

Deem/Turner Charitable Endowed Fund For Katie’s Sake Endowment Dorothy R. Hilton and J. Glenn Hilton Family Fund Stanhope A. and Elizabeth P. Kelly Family Advised Fund Kind Kids Care Advised Fund Kulynych Children Advised Fund Jeff and Debbie Long Fund M3 Family Fund Jim and Mary Allen Martin Fund McHugh Family Fund James H. Millis, Jr. Family Advised Fund Windfall Fund

FUND

YEAR

William T. and Sylvia F. Alderson Fund

1997

Susan and Jerry Arnold Trust

2011

Robert G. Auchincloss Fund

2000

Philip S. Auchincloss Fund

2000

Marshall B Bass Children’s Fund Endowment

2004

Bartlett and Wyatt Bassett Fund

2004

Andrew Beattie Endowment

2010

Ted and Charlotte Blount Fund

1997

Karla Bolen Memorial Fund

2003

Elizabeth E. and Henry M. Booke Trust

1994

Sam and Anne Booke Family Trust

1989

Julian R. and Mary P. Bossong Fund

1998

Skip and Beth Boswell Trust

2007

Braswell Family Charitable Fund

1995

Mike and Wendy Brenner Trust

2002

Paul and Judy Moore Briggs Family Fund

2000

Royall and Alice Brown Advised Trust

1993

John and Terrie Davis Family Fund

1999

Royall R. Brown, Jr. Advised Trust

1992

DeForest Family Fund

2003

Budd Group Foundation

2001

Ashley Holland Dozier Charitable Fund

1998

Christopher David Budd Fund

1996

Driscoll Family Fund

1997

Joseph R. Budd Family Trust

1997

Joseph B. and Mary M. Dudley Advised Fund

1997

Nathan, Jordan, and Nicholas Budd Fund

1998

Nancy W. Dunn Trust for Spiritual Development

1995

Richard P. and Sylvia S. Budd Fund

1983

Mignon Durham Charitable Fund

1997

Burr Family Trust

2006

Christopher Richard Eagan Fund

2002

John W. Burress Advised Fund

2008

EHI Fund

2004

Cardwell-Archer Charitable Fund

2001

Lynn and Barry Eisenberg Endowed Fund

1998

Douglas and Marilyn Cardwell Fund

2010

Elkin Community Trust

1993

Mary J. and Kenneth P. Carlson Advised Fund

2000

C.B. Eller Education Fund

1987

Carr Family Advised Fund

2006

Grace H. Emken Fund

1993

Sam N. Carter and Pauline H. Carter Fund

2000

Ann and John Faris Community Fund

2008

Cawood Charitable Fund

1993

Finley-Anderson Fund

1994

Lee Chadwell Fund

2002

Firetree Fund

2008

Chuck and Bobbie Chambers Advised Trust

1992

Robert and Carol Ford Charitable Trust

1996

Chapman Family Fund

2010

Fries-Willingham Fund

2011

Lucy Hanes Chatham Fund

1949

James A. and Elizabeth K. Fyock Trust

1999

Lucy Hanes Chatham Library Fund

1951

Gaddy Educator Fund

2010

Richard T. Chatham Fund

1972

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

1996

Thomas Lenoir and Anna Hanes Chatham Fund

1998

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

1998

Gerald and Lee Ann Chrisco Family Trust

1998

Genesis Fund

2007

Robert Clark Family Fund

1997

Glade Valley School Fund

1988

Phillip M. Clifton, MD Memorial Fund for Children

2003

Annie Bennett Glenn Fund

2010

Brenda Kulynych Cline Fund

1998

Madlon and Kirk Glenn Family Fund

2010

Clover Street Fund

2003

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

Ron and Jeff Coppage Cancer Fund

1999

A. Robert Cordell Family Trust

1998

Joan R. and David L. Cotterill Advised Trust

1994

Credence Fund

1997

Bill and Betty Gray Davis Fund

2000

Alice Jane Goodson Fund

2011

William A. and Georgia H. Goodson Fund

1968

Louis and Marcia Gottlieb Family Fund

1996

Margaret N. Graham Art Fund 1942 Donor-Advised Funds – continued on next page

the winston-salem foundation annual report

FUNDS AND DONORS [43]

Donor-Advised Funds, continued FUND

YEAR

Bernard and Anne Howell Gray Advised Fund 1998 for the Community Green Angel Fund

1997

J.T. Greene, Jr. Charitable Trust

1995

Emily Grousbeck Fund

1988

Hanes Family Downtown Fund

2003

R. Philip and Charlotte M. Hanes Community Trust

1988

Harrison Family Fund

2001

Sam and Kathryn Hauser Fund

2005

Thomasine Herring Hayes Fund

2009

L. Stephen Hendrix Fund

2001

Emily Millis Hiatt Fund

2010

Judith Hoots Family Fund

2005

B.F. Huntley and Josephine Huntley Trust

1997

David A. and Roberta W. Irvin Fund

2000

Janeway Family Fund

1996

W.T. and Mary Cobb Jenkins Family Fund

2005

Bill Johnson Trust to Benefit Stokes County

1999

Florinda C. Johnson Charitable Fund

2005

Garland Johnson Fund for the Benefit of Elkin 2001 Public Library J. Michael Johnston Memorial Fund

1996

Jones Family Fund

2006

Leon and Renee Kaplan Fund

1999

Dale and Mary King Fund

2004

L. Andrew Koman and Leigh E. Koman Fund

1999

Thomas J. and Lynne Koontz Charitable Trust

1996

A. Thad and Margaret W. Lewallen Advised Trust

1994

A.J. Linville Memorial Fund

2006

Lippard Traumatic Brain Injury (TBI) Fund

2011

Lowy Family Fund

1997

Lydia Phillips McCabe Advised Fund

1997

McGowen Charitable Fund

1996

McGuirt Family Fund

1996

J. Frank and Laura Turnage McNair Charitable Trust

1996

William and Kim Means Charitable Fund

1996

Medlin Charitable Fund

1994

John and Kelly Merritt Family Charitable Trust

2007

Henry S. Miller Advised Fund

2005

Molly Millis Hedgecock Fund

2010

[44] FUNDS AND DONORS

James and Deborah Millis, Jr. Fund

2009

Guy and Liz Rudisill Fund

1993

Dr. John H. and Elizabeth B. Monroe Fund

2002

Benjamin and Avon Ruffin Family Fund

2007

Elsie L. Morris Fund

1999

Jack and Betty Runnion Fund

1996

Morgan Family Charitable Trust

2010

Pearl and Ray Sams Family Trust

2000

Gene and Margaret Motsinger Family Fund

2006

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

2005

Mil and Marsh Naugle Fund

1999

Daniel and Linda Sayers Charitable Fund

1996

Neal Family Fund

2001

Margaret Scales and Graydon Pleasants Endowment 2007

Lucian and Robie Neal Fund

2002

Andrew J. and Ellen N. Schindler Advised Fund

Stephen L. Neal Advised Fund

1997

Adrian R. and Robert D. Shore Trust

1999

T. David Neill Family Fund

1998

SKM Charitable Fund

2004

O’Brien Family Fund

2005

Katie Sleap Memorial Fund

2005

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

2007

Zach Smith Fund

2009

Orr Family Charitable Trust

1999

F. Conard and Jean Snyder Fund

2005

Katherine W. Otterbourg Fund

2003

Morris and Lillian Sosnik Memorial Fund

1987

Barbara and C.T. Overby Youth Golf Fund

2006

Jonathan Mark Spaugh Memorial Charitable Fund

2010

Marlene and Craven Page Trust

1997

William A. and Eleanor W. Starbuck Advised Fund

2010

Dwight E. and Annie E. Pardue Advised Fund

2004

William A. and Eleanor W. Starbuck Charitable Fund 2010

Harry O. and Margaret W. Parker Family Trust

2006

Rufus T. Stedman Memorial Fund

1931

Nathan E. and Lisa J. Parrish Advised Fund

2007

Nealie Belk Stevens Fund

1962

Eugene and Ann Paschold Fund

1996

Richard and Wendel Stockton Fund

1997

Bob Pate Memorial Fund

1987

Janice Kulynych Story Fund

1998

Pauline Davis Perry Fund

1996

Charles V. Taft Family Charitable Trust

1995

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

1993

John A. and Marguerite B. Taylor Fund

1986

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

1999

Steve and Carolyn Phelps Fund

2011

Thompson/Rotary Club of Winston-Salem 1950 Educational Fund

Piedmont Federal Fund

1993

Ruth M. and Clifton E. Pleasants Trust

1990

Michael J. Pollak Trust

1995

Ashburn Wright Wall Pollock Charitable Trust

1994

Frances and Steve Porter Family Fund

2010

Billy D. and Deborah Prim Donor Advised Fund

2004

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

2007

Realty-Analytix Triad Stewardship Fund

2009

David and Deborah Rice Fund

1995

Roaring Gap Community Fund Endowment

2010

Roaring Gap Fund Education Endowment

2011

T. Wayne Robertson Memorial Fund

1998

Roslyn Trust

2000

Rubin Family Fund

2000

Tom and Kathy Rucker Charitable Trust

2000

the winston-salem foundation annual report

2004

Thornton Family Fund

2001

Tuttle Family Charitable Fund

2005

Harry and Nancy Underwood Advised Trust

1994

Margaret M. Urquhart Advised Fund

2001

Carolyn H. Vaughn Fund

1997

Wake Forest Baptist Church Fund

1992

Wall Family Trust

2002

Maytrice Walton Fund

2010

Ward Family Advised Trust

1995

Sharon L. Washington-McBryde Memorial Fund

2005

Bill and Judy Watson Fund for the Arts

2011

Jean and Phil Waugh Family Trust

2001

Edward Kent Welch Memorial Fund

2005

A.T. Williams Oil Company Fund

1988

A. Tab Williams, Jr. Crime Prevention Fund

1996

Donor-Advised Funds, continued FUND A. Tab Williams, Jr. Public Education Fund

YEAR 1996

Catherine R. Williams Family Fund

2003

John W. and Donna H. Willingham Advised Fund

2006

Diana Dyer Wilson Endowment Fund

1971

Jane Butler and J.D. Wilson Family Trust

1983

Paula Wimmer Memorial Fund

2006

Ann King Windham Fund

2004

Winston-Salem Dash Baseball Community Trust

1999

Winston-Salem/Forsyth County Economic 1985 Development Fund Winston-Salem Forsyth County Excellence in 1982 Education Endowment Fund Winston-Salem Police Benefit Fund

1980

Winston-Salem Regional Association of REALTORS 2005 Charitable Fund Winston-Salem Twin City Host Lions Club 1999 Endowment Fund Wolfe Family Fund

2000

Woman’s Club of Winston-Salem

1935

Women’s Fund Endowment

2007

Rick and Lyn Worf Fund

1998

Elizabeth L. Wyeth Fund

1998

Bryan D. and JoAnn M. Yates Fund

2008

Lynn and Jeff Young Charitable Fund

2010

Yasser and Georgia Youssef Family Trust

2008

Youth Philanthropy Initiative

2004

Blanche Raper Zimmerman Fund

1986

the winston-salem foundation annual report

FUNDS AND DONORS [45]

ENDOWED FUNDS

DESIGNATED AND AGENCY ENDOWMENT FUNDS

D

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

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

NEW FUNDS IN 2012

PURPOSE

Florence Corpening YWCA Mission Fund

Established by the YWCA to honor Florence Corpening upon her retirement

Athalene Couch Fund

Established with the remainder of a charitable trust to benefit designated charities

Virginia Scully Hart Memorial Fund

Established in memory of Virginia Hart by her daughters to support the Elkin Public Library

Johnson Legacy Fund for Art

Established by Joia M. Johnson to support scholarships for students studying at Penland School of Crafts, Inc.

FUND

YEAR

Big Brothers/Big Sisters Services, Inc. Endowment

1996

Louise and Sam Adams Designated Fund

2005

Mary Leight Booe Fund

1989

Joyce Adger Endowment for Bethesda Center

2009

2004

Emily Allen Wildflower Preserve Protection and Management Endowment

2001

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

1993

Celeste Tucker Alspaugh Memorial Trust

1964

Hal Brownfield Endowment

2007

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

1964

Buena Vista Median Restoration Endowment

2011

American Red Cross (Northwest North Carolina Chapter) Endowment Fund

1997

Nick Bunce Friendship Fund

2002

Bryon Tyler Burdick Memorial Fund

1989

Amos Cottage–Harry O. Parker Wing Fund

2004

Bess Lee Burke Memorial Fund

2003

Arts Council Endowment Fund

1957

Arts for Life Endowment

2008

Ashburn Trust–Bowery Mission and Young Men’s Home

1970

Ashburn Trust–World Vision

1970

Associated Charities Fund

1928

Sarah Austin Child Development Center Trust

1995

Sarah Austin Family Services Shelter Trust

1991

Mary Ruth B. Barrett Fund

2006

Celestine Pate Bass Memorial Hospice Fund

2007

Marshall B Bass Best Choice Center Endowment Fund

1997

Marshall B Bass Fund for Senior Services

2008

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

2008

Bill and Hallie Beckerdite Trust Fund

2010

Nathalie L. Bernard Fund

1963

[46] FUNDS AND DONORS

Albert L. Butler, Jr. and Elizabeth Bahnson Butler Fund 2011 Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund-Designated

2000

Calvary Baptist Church Fund

1998

Camp Civitan Fund

1986

William Joyce Camp Dogwood Endowment

1995

Dorothy M. Carpenter Fund

2008

Carr Family Fund–Designated

2006

The Centers for Exceptional Children Endowment

2010

Centenary United Methodist Church Sunday School Fund

1927

Perry B. Clark Memorial Fund of Leadership Winston-Salem

1987

A.F. Clement Trust–Designated

2011

Joel and Blanche Clingman Charitable Trust

2009

Community Care Center for Forsyth County, Inc. Endowment

2007

the winston-salem foundation annual report

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

2000

Nottie Riddle Cook Fund

1986

Planned Parenthood Dewitt Cordell Education Endowment

1987

Crimestoppers Endowment Fund

1992

Crisis Control Ministry, Inc. Endowment Fund

1987

Crosby Endowment Fund

1987

Crosby Scholars Endowment Fund

2008

Selden Cundiff Memorial Trust for the Endowment 2002 of Holly Haven care home of AIDS Care Service, Inc. Bunny and Bill Davis Highland Scouting Fund

2000

Elkin Public Library Endowment

2011

Enrichment Center Endowment

2006

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

1999

John H. Felts, M.D. Fund

2000

Forsyth Jail and Prison Ministries Endowment

2002

Forsyth County Dental Society Endowment

2010

Friendship Force of Central North Carolina Fund

1987

Guy R. and Florence M. Fulp Charitable Trust

2000

Galloway Memorial Episcopal Church Endowment

2009

Germanton United Methodist Church Fund

2005

J. Kirk Glenn Jr. Endowment for Crisis Control Ministry

2008

Goodwill Industries of NW NC, Inc. Endowment

1997

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

1998

Designated and Agency Endowment Funds, continued FUND

YEAR

Grace Court Trust

1996

Bowman and Gordon Gray Trust

1970

Bowman Gray Trust– Bowman Gray School of Medicine

1970

Gordon Gray Trust– Bowman Gray School of Medicine

1982

James A. Gray Endowment

1946

James A. Gray Foreign Mission Fund

1948

Group Homes of Forsyth, Inc. Endowment

1993

Habitat for Humanity of Forsyth County Endowment Fund–II

1999

Mr. and Mrs. F. Borden Hanes, Jr. Designated Trust Gordon Hanes Memorial Endowment for Crisis Control Ministry

Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center

2006

Jane R. Kennedy Endowment Fund

1989

Louis and Gretchen Klaff Trust-Designated

2010

Petro Kulynych/Blue Ridge Parkway Foundation Endowment

2003

John W. Landingham Fund

2009

Peggy Bowen Leight Fund

2001

Maintenance Trust for Lewisville United Methodist Church

1998

Fred Taylor Peden Trust of St. Paul’s Wilkesboro

2001

Penland Endowment for Art Education

2010

Penland School of Crafts Fund

1983

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

1997

Francis D. and Phyllis Canup Pepper, Jr. Fund

1997

Louise A. Peterson Trust

2002

Pfafftown Jaycees Designated Fund

2005

Piedmont Opera Endowment Fund

1987

Kerr and Naomi Pinnix Designated Fund

2006

Little Theatre Endowment Fund

1996

Pinedale Christian Church Fund

1997

Lloyd Presbyterian Church Fund

2001

Julia Davis Pollard Memorial Fund

1969

2010

Regina Derwin Lofland Fund

2009

Orpha Marie Leonard Pope Fund

1986

1995

Elise Ann Long Memorial Fund

1995

Richard and Barbara Pope Trust

1998

Love’s UMC Capital Needs Fund

2008

Larriston Hill Powers Memorial Fund

2005

Love’s United Methodist Church Memorial Fund

2008 1997

Preservation North Carolina–Winston-Salem Regional Office Endowment Fund

1997

Jennifer Lowy-Dock Fund Lowy Fund–Shepherd’s Center

2000

Jacob F. Hanes Fund for The Children’s Home

1935

Jacob F. Hanes Fund for Superannuated Methodist Ministers

1935

Joan H. Hanes Fund

1983

Lewis Lee and Suzanne Ellis Hawley Memorial Fund

2008

Charles E. and Pauline L. Hayworth Fund

1994

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

2010

Henderson Endowment for Galloway Memorial Episcopal Church

Anne and Bill Magness Meals-on-Wheels Fund

2008

G.L. Millsaps Memorial Trust

2000

J. William Moir Charitable Trust

2006

Montague Scholarship Medal Fund

1939

2010

William G. Montgomery, MD Fund for Senior Services

1995

Ada Hill and Jesse Davis Powers Fund

2005

1981

Mary Hill Habitat for Humanity Fund

1996

National Trust for Historic Preservation in the United States

Lawrence and Wilda Hine Charitable Fund

2011

1992

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

2008

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

1932

James E., Jr. and Betty Jones Holmes Fund

1999

Elizabeth C. and Ralph B. Ogburn Fund

1984

Lawrence Byerly Holt, MD Memorial Fund

1988

Raymond B. Hooker, Jr. Fund–Designated

2000

Hope Trust of Crisis Control Ministry

1995

Judith and Marbry Hopkins Endowment

1996

Louise S. Hunter Fund

2004

Institute for Dismantling Racism Endowment

2009

Viola and Dwight Jackson Memorial Fund

1999

Ella Mae Johnson Fund

1994

Johnson Family Cemetery Trust Fund

1999

Jimmy Johnson Memorial Fund

2005

June Porter Johnson Fund for Salem Academy and College

2006

Trey Jones Philmont Scholarship Fund

2007

Junior League of Winston-Salem Endowment Fund

1998

Old Hickory Council/Camp Raven Knob Endowment 1989 Old Hickory Council Endowment Fund

1997

Harry O. and Margaret W. Parker Ophthalmology Research Fund

2004

Margaret W. Parker Fund for Amos Cottage– Discretionary

2004

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

Kenneth O. Raschke Literacy Initiative Trust

1996

Mary Neil Henderson Rice Designated Fund

2010

Stephen G. Richey Memorial Fund

1986

Wood Richmond Memorial Fund

1960

Golding H. Riddle Fund

1953

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

2001

Right Turns for Youth Endowment

2003

Jimmy Roddick Fund

2010

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

1985

Lorraine Flynt Rudolph Endowment Fund

2004

St. Paul’s Episcopal Church Endowment

1946

St. Paul’s Episcopal Church Mission Fund

1950

St. Paul’s Wilkesboro Endowment Fund

2001

St. Philip’s Episcopal Church Fund

1953

St. Stephens Episcopal Church Endowment

1997

Samaritan Ministries Endowment Fund

2001

Sawtooth School for Visual Art Endowment

1996

2004

Sawtooth School for Visual Art Scholarship Fund

1996

1998

Second Harvest Food Bank of Northwest North Carolina Fund

1997

Senior Services, Inc. Endowment

1994

R.Y. and Eileen Sharpe Fund

1983

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

1995

Shepherd’s Center of Greater Winston-Salem Endowment Trust

2005

Irving and Minnie Sheppard Memorial Fund

1999

Otis B. and Genevieve W. Parrish Endowment Fund II 1992 Outer Banks Relief Foundation Fund

2011

Mary A. Payne Charitable Fund

2009

Lucy Paynter Fund

2005

Peace Haven Baptist Church of Winston-Salem Endowment

2010

Unrestricted and Field of Interest Funds – continued on next page

the winston-salem foundation annual report

FUNDS AND DONORS [47]

Designated and Agency Endowment Funds, continued FUND

YEAR

Sloan S. Sherrill Fund

1978

Richard Edmund Shore Memorial Fund

2003

Siloam Baptist Church Endowment Fund

1997

Paul and Sara Sinal Fund

1997

Frances Horne Smith and Howard H. Smith Memorial Fund

1968

Gilbert W. and Gail S. Spencer Fund

2008

Sprinkle Mission Fund

1982

Stafford Fund for Bunker Hill Cementery

2011

Pearl Fields Stafford Fund for Salem Academy

2011

Lucy L. Stedman Memorial Fund

1931

Ruth Stevenson Stewardship Endowment

2004

Ralph and Peggy Stockton Arbor Acres Fund

2006

Sturmer Spay and Neuter Fund

1993

Summit School Endowment Fund

1959

Robert E. Taylor Memorial Fund

1995

William Mills and Margaret Parks Taylor Fund

2007

Tower Fund

2008

Trinity Center Endowment Fund

2000

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

2001

Unitarian Universalist Fellowship Endowment

2002

United Way Caring Shares Endowment

1990

United Way Joel A. Weston, Jr. Memorial Endowment

1988

Forrest and Gene Vogler Arts Endowment

2008

H. and E. Vogler Fund

1978

Voluntary Action Center Training Endowment Fund

1986

Spencer and Nell Waggoner Charitable Fund– Designated

2005

John and Pauline Hoots Waller Trust

1999

Ina B. Watson Trust

2000

Wilkes Library Endowment

2001

Wilkes Playmakers Inc. Endowment

2007

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

1998

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

1993

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

1996

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

2007

LuTelle Sherrill Williams Fund

1986

[48] FUNDS AND DONORS

Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center

2001

William F. and Jane Gilbert Womble Fund for Arbor Acres

2010

Diana Dyer Wilson Organ Maintenance Fund

1993 2009

William F. and Jane Gilbert Womble Fund for Senior Services

2010

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

1995

World Law Fund

1994 1999

Winston-Salem National Little League Endowment

2000

Bland and Ada Worley/Blue Ridge Parkway Foundation Trust

Winston-Salem Piedmont Triad Symphony Heritage Fund

1999

Winston-Salem Symphony Chair Endowment Fund

1971

Dorothy E. Wolf Charitable Fund

2010

Wolfe Family Charitable Fund

1996

Wolfe-Steele Young Life Trust

1996

Jane Gilbert Womble Fund

2010

the winston-salem foundation annual report

Hal G. Worley Endowment Fund

2011

Chris Yarborough Memorial Sawtooth Center Library Trust

1998

YMCA of Greater Winston-Salem Heritage Club Endowment

1995

Special Children’s School–Jacqueline Styers Young Fund

2001

ENDOWED FUNDS

STUDENT AID FUNDS

S

INCE 1923 THE FOUNDATION’S STUDENT AID FUNDS have provided local students with the resources to pursue their academic goals.

Donors may establish scholarships or grants to support students from a particular high school, church, or county, or for those who attend a specific

college or university.

NEW FUNDS IN 2012

PURPOSE

Azalee Clements Memorial Scholarship

Established by her son, Michael Clements, and with memorials from family and friends of Azalee Clements to provide scholarships to graduating high school seniors who attend Christ Church in Bronx, NY

Denver Lindley, Jr. Arts Scholarship Fund

Established as a scholarship fund for visual arts students from Dare County, NC

Douglas N. Marlette Memorial Scholarship Fund

Established with memorial gifts from friends and family to support scholarships for students attending the UNC School of Journalism and Mass Communication

Albert Morgan, Jr. and Olivia E. Morgan Scholarship

Established by Olivia Morgan to provide scholarships for graduating high school seniors planning to attend Livingstone College, Winston-Salem State University, or NC Agricultural & Technical State University, and pursuing careers in the fields of education or hospitality

Harry C. Morgan Memorial Scholarship

Established by David R. Morgan in memory of his father to provide scholarships for engineering students

FUND

YEAR

Clyde and Martha Aldridge Scholarship

2007

Annie S. Alexander Memorial Scholarship

2009

Kate Allred Education Grant

2010

William H. Andrews/HAWS Scholarship Fund

1993

Zack H. Bacon IV Scholarship

2005

Marshall B Bass Endowed Scholars Program at 2002 Winston-Salem State University Marshall B Bass Scholars Endowment Program at 2005 Forsyth Technical Community College Marshall B Bass Scholars Endowment Fund at 2007 Livingstone College Marshall B Bass Scholars Fund at Voorhees College

2004

F. A. and Charlotte Blount Scholarship

2007

Sam L. Booke, Sr. Scholarship Fund

1989

Boyles-Eidson Scholarship Fund

2001

Jeanna Brown Memorial Scholarship Fund

1986

Tien Bui Memorial Scholarship

2007

Bryon Tyler Burdick Memorial Fund

1989

Wes Burton Memorial Scholarship

2005

Carver High School Alumni Association Scholarship 2010 Mark Collier Caudill Scholarship

2011

Ray S. Church Memorial Scholarship Fund

2006

A.F. Clement Trust for Scholarships

2011

Gwenn Steward Clements Scholarship

2009

Elmer and Rosa Lee Collins Scholarship

2006

Lloyd E. and Rachel S. Collins Scholarship Fund

2001

Mary Rowena Cooper Scholarship Fund

1991

Ray and Jackie Cope Scholarship Fund

2005

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

Oliver Joel and Ellen Pell Denny Healthcare Scholarship 1985 Joyce and Jim Dickerson Scholarship Fund

2000

Digestive Health Specialists Scholarship

2010

Wade and Marcelene Duncan Scholarship Fund

2004

Billy Dwight Memorial Scholarship

2011

East Forsyth High School Alumni Scholarship

2002

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

2009

Marlene Marie Pope Flinchum Scholarship

2001

Forsyth County Nursing Scholarship Fund

1969

William Ragsdale Froelich Memorial Scholarship

2010

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

The Garden Club Council of Winston-Salem and 2004 Forsyth County Scholarship Matthew Alan Gfeller Memorial Scholarship

2009

Claire Tillson Gladding Scholarship

2010

James A. Gray High School Alumni Scholarship

2002

Josh Gray Memorial Scholarship

2010

Robin and Danny Greenspun MBA Scholarship

2011

Claude B. Hart Memorial Scholarship

2004

William T. Hatch and Mabel P. Hatch Scholarship Fund 1994 Fred and Mozelle L. Hinshaw Scholarship Fund

1995

Walter R. Hoag Scholarship Fund

1990

Fred Colby Hobson Scholarship Fund

1994

Brevard R. Hoover, Jr. Leadership Award

2007

I.W. Hughes Scholarship Fund

2008

Sergeant Mickey Hutchens Leadership Scholarship

2009

A. Ruth Hutchins Memorial Scholarship

2010

Elizabeth Loving James Memorial Scholarship

2007

John Russell Jarman Scholarship Fund

1996

Flora Royall Johnson Scholarship Fund

1996

Stella B. Johnson Scholarship Fund

1987

Tripp Joye Memorial Scholarship Fund

2009

Kapp-Weaver Scholarship Fund-Greensboro College 1997

the winston-salem foundation annual report

FUNDS AND DONORS [49]

Student Aid Funds, continued FUND

YEAR

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

2004

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

L. Gordon, Jr. and June D. Pfefferkorn Scholarship 2004 Fund for Forsyth Technical Community College

J. Lee Keiger, Jr. Family Fund

1999

Philo ABC Memorial Scholarship Fund

Douglas Gray Kimel Scholarship Fund

2007

Joyce Kohfeldt Endowment for Crosby Scholars

2011

Pfafftown Jaycees/Lynn Canada Memorial Scholarship 2005 Fund

Lambeth Family Scholarship

2011

Law Enforcement Benefit Fund

1993

Law Enforcement Family Scholarship Fund

1994

Leinbach Chain-Breaker Scholarship Fund

1992

William H. Lester Packaging and Graphics Scholarship 1990 Fund Johnny Lineberry Memorial Scholarship Fund

2008

L.D. and Elsie Long Memorial Scholarship Fund

1980

Love’s United Methodist Church Scholarship for 2008 Christian Education Love’s United Methodist Church Scholarship Fund

2008

Edwin E. and Grace Kimrey Maddrey Scholarship Fund 2003 Mary Speer Martin Scholarship Trust

1997

R. Bruce Matthews Student Assistance Fund

2010

Mark James Mendenhall Memorial Scholarship Fund 2009 Millennium Charter Academy College Scholarship

2007

Julia Yokeley Miller Memorial Scholarship Fund

1983

N. W. Mitchell/Piedmont Federal Endowed 2003 Scholarship Fund Gray W. Mock Family Scholarship

2005

Chester Arzell and Helen Miller Montgomery 2007 Scholarship Fund Paul Holcomb Murphy Memorial Fund

1983

Paul Holcomb Murphy Memorial Fund–Invested 1983 Income Murray Supply Company Scholarship

2006

Michael Nachman Scholarship Fund

1995

Emma Kapp Ogburn Memorial Fund

1946

Emma Kapp Ogburn Memorial Fund–Invested Income 1946 Orthopaedic Specialists of the Carolinas’ Nursing 2002 Scholarship Willis H. Overby Scholarship

2010

Jeannette Anderson Parker Memorial Scholarship Fund 2008

2001

2003

Elizabeth T. Williams Memorial Scholarship

1999

Edwin H. and Louise N. Williamson Endowed 2007 Scholarship The Winston-Salem Foundation Student Loan Fund

1947

Dean Prim Scholarship Fund

1989

Winston-Salem Hospitals Consortium Nursing 1981 Student Loan Fund

Robert G. Prongay Memorial Scholarship

2001

Erica Wolfe Memorial Scholarship Fund

1998

Patty Brendle Redway Fund

1996

Woodbine Big Dreams Scholarship

2011

Kate B. Reynolds Scholarship Fund

1979

Yadkin County Association of Educators (YCAE) 1985 Scholarship Fund

R.J. Reynolds High School Class of 1968 Memorial 1998 Scholarship Fund John S. and Jacqueline P. Rider Scholarship

2004

Evelyn Ripple Winston-Salem Beta Sigma Phi 1996 Scholarship Fund Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund

1998

Samuel K. Rowland Trust

1928

Salem Lodge #139/Robert A. Miller Memorial 2011 Scholarship Ray and Pearl Sams Scholarship Fund

1999

Samuel Griffin Seawell and Patsy Moore Seawell 2008 Memorial Fund Roy Eugene and Collie Byrd Sebastian Memorial 1997 Scholarship Fund Sharpe Student Loan Fund

1981

Bruce Shelton Scholarship Fund

1991

Thomas E. Shown, MD Scholarship Fund

2006

Jonathan LaRon Skinner Memorial Scholarship

2010

Ann Lewallen Spencer Scholarship Fund

1995

Stultz Scholarship Fund

1982

Summit School Opportunity Fund

2006

Virginia Elizabeth and Alma Vane Taylor Nursing 1966 Scholarship Bill and Cynthia Tessien Scholarship

2011

Jeff Turner-Forsyth Audubon Scholarship Fund

2005

Nell and Spencer Waggoner Scholarship Fund

2005

Art and Dannie Weber Scholarship

2007

Art and Dannie Weber Fund for Forsyth Technical 2007 Community College Erma Drum Webster Fund

1996

Otis B. and Genevieve W. Parrish Scholarship

2010

Alice Conger Patterson Scholarship

2007

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

William H. and Lena M. Petree Trust

1996

A.T. Williams Oil Company Scholarship Fund

[50] FUNDS AND DONORS

A. Tab Williams, Jr. Scholarship Fund

the winston-salem foundation annual report

1998

Marcus Raper Zimmerman Scholarship Fund 1983

THE WINSTON-SALEM FOUNDATION

SCHOLARSHIP AND EDUCATION GRANT

T

HE WINSTON-SALEM FOUNDATION SCHOLARSHIP AND EDUCATION GRANT, established in 2008, provides scholarships to Forsyth County students as they pursue post-secondary education. Recipients must demonstrate outstanding leadership, school service, and community

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

The Foundation greatly appreciates the previously established student aid funds listed below that were combined to provide the initial funding

for The Winston-Salem Foundation Scholarship and Education Grant. Contributions to the fund from the public are also welcomed as we seek to make our community stronger through the higher education of our youth.

COMPONENT FUND

YEAR

Keith Jackson Memorial Fund

1976

N.D. Sullivan Charitable Trust

1971

2006

Andrew Lane Memorial Scholarship

2006

George B. Whitaker Memorial Student Loan Fund

1927

Leo Caldwell Memorial Student Loan Fund

1923

Lasater Student Loan Fund

1927

Stanley Michael Elrod Scholarship Fund

2004

Rachel Tolson Law Memorial Scholarship Fund

2008

Emergency Loan Fund

1937

Ricky Douglas Mitchell Scholarship Fund

2009

Mr. and Mrs. David Friedman

John L. Gilmer Student Loan Fund

1947

Norfleet Memorial Fund

1976

Mr. and Mrs. J. Carlton Deaton

John Gold Memorial Fund

1976

Lucy Simmons Puryear Memorial Scholarship Fund

1994

Dane and Gretchen Martin

Anna Hodgins Hanes Student Loan Fund

1926

W.N. Reynolds Student Loan Fund

1931

Stanley D. Hartgrove Memorial Scholarship Fund

1997

M.D. Stockton Education Fund

1927

Ms. Sara Fox

Guy J. Bridges, Jr. Educational Fund

DONORS IN 2012

the winston-salem foundation annual report

FUNDS AND DONORS [51]

NON-ENDOWED FUNDS

NON-ENDOWED ADVISED FUNDS

N

ON-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 2012 AEG Fund

JMJ Community Investment Fund

Prince William Community Benefit Fund (Danziger)

Wilba Parrish Brady Advised Fund

Peter and Karen Johnson Advised Fund

Prince William Community Benefit Fund (Grzejka)

Bruce T. and Susan B. Brown Charitable Fund

Lindsay Family Fund

Prince William Community Benefit Fund (Parr)

Charles A. and Sally P. Corpening Family Fund

Ludy Marie Fund

Purcell Family Fund

Deem/Turner Charitable Fund

William L. and Monica E. McSwain Advised Fund

PWB Healthy Lifestyle Fund

Robin and Christopher DeVane Advised Fund

James H. Millis, Jr. Fund for High Point

Frederick P. and Gerrii S. Spach Fund

Dr. Charles H. and Carolyn G. Duckett Fund

James H. Millis, Jr. Fund – Unrestricted

Stanley Family Success Fund

Bob and Gayle Edwards Advised Fund

Leigh Thurston Myers Charitable Fund

Strother-Mayer Fund

Gerald and Lee Evans Family Fund

Robert and Melanie Niblock Charitable Fund

Virginia and Jim Sutton Advised Fund

Alexander C. Ewing Advised Fund

Tom and Marilyn Nicholson Fund

Charles Tinsley Fund

Bobby and Betty Faulkner Fund

Novant Community Benefit Fund (Plyler)

Debbie S. Westbrook Advised Fund

Susie and John Gates Charitable Fund

Novant Community Benefit Fund (Lyles)

Cynthia Williams Advised Fund

Grosswald Family Charitable Fund

Novant Community Benefit Fund (Murphy)

Wilson Family Fund

S.W. Harjes Fund

Novant Community Benefit Fund (Stone)

Womble Carlyle Fund

H & R Hough Fund

Prince William Community Benefit Fund (Dailey)

Tom and Jean Adams Fund

R. Barrett Family Fund

Felice and Richard A. Brenner Fund

David and Liz Albertson Fund

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

Mike and Wendy Brenner Charitable Fund

Hannah Albertson Fund

Michael and Julie Baughan Fund

James T. and Betty S. Brewer Fund

Martha Albertson Fund

Bill and Louise Bazemore Fund

Bridgeford Charity Fund

Elms and Harriet Allen Advised Fund

Edward S. and Barbara T. Beason Advised Fund

Michael Britt Family Fund

Gayle Anderson/Carey Hedgpeth Fund

Stewart and Tracey Beason Charitable Fund

Brookfield Fund

Dr. Stephen G. and Cynthia Anderson Advised Fund

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

Grace and Jimmy Broughton Fund

Mr. and Mrs. James N. Andrews Fund

Mr. and Mrs. Graham F. Bennett Advised Fund

Henrietta Dibrell Brown Advised Fund

ARC Fund

Bentley Fund

Kenton and Amy Brown Fund

Marie and Guy Arcuri Family Fund

Bill Benton Non-Endowed Fund

Kirby C. Brown Fund

Douglas D. Arnold and Lynn E. Calhoun Advised Fund

Deborah L. Best Advised Fund

Patty and Malcolm Brown Fund

Dan and Margaret Austell Fund

Mr. and Mrs. H. Lee Bettis Advised Fund

Rodney C. and Martha R. Brown Fund

Dr. Khosrow Bahrani Advised Fund

Frank L. Blum Fund

Callahan Family Fund

Charles S. and Beth D. Baldwin Advised Fund

Paul Breitbach Fund

Canary Fund

Pam and Bill Ball Advised Fund

Brendle Advised Fund

Angela and William Carr Advised Fund

[52] FUNDS AND DONORS

the winston-salem foundation annual report

Non-Endowed Advised Funds, continued Susan Cobb Carson Advised Fund

Kay and Dan Donahue Fund

C. Boyden Gray Advised Fund

Thomas A. and Kay B. Carter Advised Fund

Mr. and Mrs. James W. Douglas Advised Fund

Hunter Gray Advised Fund

David and Deborah Cassels Fund

Mr. and Mrs. Thomas S. Douglas III Advised Fund

Alfa and Gerry Gunzenhauser Non-Endowed Advised Fund

Mr. and Mrs. Thomas H. Caudle Advised Fund

Ashley H. and Graham P. Dozier Advised Fund

Carlota G. Haberkern Fund

Cavanaugh Fund

Dale E. and Luci H. Driscoll Advised Fund

Hall Family Fund

Steve and Tonya Cavanaugh Hope Fund

Noel Lee Dunn Advised Fund

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

Hobart and Adelaide W. Cawood Fund

Eagan Brothers LLC Fund

Kelley and Drew Hancock Advised Fund

Chuck and Bobbie Chambers Advised Fund

David C. Eagan Fund

Hands and Feet Fund

Dudley C. and Winborne S. Chandler Fund

Mary M. Eagan Fund

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

Barbara F. Chatham Advised Fund

Robert and Amy Egleston Advised Fund

Helen C. Hanes Fund

Jerry and Brenda Cheek Charitable Fund

Eisenberg Family Advised Fund

Jim Hanes Fund

Christopher Fund

Jerry and Janet Enos Fund

Marcus Hanes Fund

Nick and Jennifer Chrysson Advised Fund

Gerald and Ann Esch Donor Advised Fund

Robin M. Hanes Fund

Jeff T. and RenĂŠ F. Clark Advised Fund

Lisbeth C. Evans and James T. Lambie Advised Fund

Kathy and Jim Hardison Advised Fund

Perry and Kelli Clark Charitable Fund

Falken Family Fund

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

Gwenn S. and Michael L. Clements Advised Fund

Donna and Michael Fina Advised Fund

John and Anne Harrison Advised Fund

D. Elwood and Helen H. Clinard Fund

Gary G. and Diana B. Fleming Fund

Hash Advised Fund

Kirtan Coan and Al Greene Advised Fund

Gary Flower Advised Fund

Linda Adair Hatcher Memorial Fund for Eating Disorders

Sophia Cody Advised Fund

Representative Dale and Synthia Folwell Family Fund

Charles H. and Susan R. Hauser Advised Fund

Robert F. Coil Advised Fund

Forsyth Medical Center Community Benefit Fund (Thomas)

Dick and Karen Hedrick Advised Fund

Gary W. and Virginia F. Cole Advised Fund

T. Vernon and Jennifer K. Foster Fund

Dr. Eugene Heise Advised Fund

David and Carole Collins Fund

Alice M. Foster-Ficken Fund

Edna and Jeff Helms Fund

Teresa L. Conrad Fund

Cecil and Henrietta Foushee Advised Fund

Jay and Jane Helvey Advised Fund

Barry and Dottie Cook Fund

Sheila F. and John C. Fox Fund

Tommy L. and Patricia B. Hickman Family Fund

Harry Corpening Fund

Alice Dibrell Freeman Family Fund

Page Daniel Hill Fund

James and Barbara Corrigan Advised Fund

Bo and Jenny Fulton Charitable Fund

Doris and William Hohman Non-Endowed Advised Fund

Dr. and Mrs. Robert J. Cowan Advised Fund

Nella P. Fulton Advised Fund

Julie Holland Charitable Fund

Nancy and Scott Cramer Advised Fund

Paul Fulton Non-Endowed Advised Fund

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

Craven Family Fund

Camille and Jim Galloway, Jr. Advised Fund

Homebuilders Association of Winston-Salem Charitable Fund

Jane and Penn Craver Advised Fund

Dr. Kenneth R. Gallup, Jr. Advised Fund

Bob and Gwynn Hooks Fund

Mrs. Elizabeth W. Crockett Advised Fund

Caroline Gamble Charitable Fund

Hope For The Hopeless – Spencer Meyer Foundation Fund

O.K. Crouch Family Fund

Harold and Patricia Garner Donor Advised Fund

Mark and Betsy Hoppe Family Fund

Rick and Sara Crowder Charitable Fund

John and Linda Garrou Advised Fund

Wava Howard Runnymede Beautification Fund

Grace L. Cullinan Advised Fund

Gfeller Family Fund

Eric N. Hoyle Advised Fund

Julia C. Cullinan Advised Fund

Jim and Mary Alice Gibbs Advised Fund

Robert C. and Catherine C. Huber Advised Fund

Walker M. Cullinan Advised Fund

John Munro and Flavel McMichael Godfrey Advised Fund

Tom and Lucia Hughes Family Fund

S. G. Dale Fund

Ted and Julia Ann Goins Advised Fund

John W. Hunt Advised Fund

Bill and Betty Gray Davis Advised Fund

Tony and Vi Golding Fund

Hunter Family Fund

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

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

Frank and Margaret Hunter Fund

Richard and Mary Dean Family Fund

Thomas O. and Leesa L. Goodson Advised Fund

Mr. and Mrs. David A. Irvin Advised Fund

Deaton Family Advised Fund

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

Jim and Dianne Iseman Charitable Fund

Louis Nelson Dibrell III Family Fund

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

Susan Cameron (Ivey) Advised Fund

Patricia Ann Rudolph Dixson Advised Fund

Kathryn Hanes Snow Advised Fund

Francis and Adele James Advised Fund

the winston-salem foundation annual report

FUNDS AND DONORS [53]

Non-Endowed Advised Funds, continued Jarrahi Family Advised Fund

Mr. and Mrs. James E. Martin Advised Fund

Novant Community Benefit Fund (Ketner)

JG Advised Fund

Janet and O.C. Martin III Fund

Novant Community Benefit Fund (Stolz)

Elizabeth G. and Stephen A. Johnson Charitable Fund

Dr. Richard Marx Advised Fund

Novant Community Benefit Fund (Tillman)

Ann and Halbert Jones Charitable Fund

Masich Family Fund

Novant Community Benefit Fund (Valentine)

Christopher and Lucinda Kellam Jones Fund

Doug and Mary Anne Maynard Fund

Novant Community Benefit Fund (Woodlief)

Mike and Brooke Joyce Fund

Drane and Bill McCall Advised Fund

Anita and Tom Ogburn, Jr. Fund

JSCG Donor Advised Fund

Thomas P. and Anne B. McDowell Fund

Laney and Merritt Orr Fund

Pam and Fred Kahl Advised Fund

Walter McDowell Advisory Fund

Judith R. and Samuel H. Owen Fund

David and Rachel Katzer Charitable Gift Fund

Sarah Murphy McFarland Advised Fund

Ben C. and Mildred W. Paden Advised Fund

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

Nancy Davis McGlothlin Fund

Mr. and Mrs. Craven B. Page Advised Fund

Sherry A. Kellett Fund

Cathleen and Ray McKinney Fund

Mary Beth and Bob Parker Fund

Charlie L. Kennedy, MD Donor Advised Fund

John and Grace McKinnon Advised Fund

Margaret Weatherspoon Parker Fund

Robert M. and Mary R. Kerr Advised Fund

J.P. McMichael, Jr. Advised Fund

Brookes H. Parrish Fund

Nancy T. and Richard J. Keshian Fund

J. Frank and Laura Turnage McNair Advised Fund

Joe and Britt Parrish Fund

Cornelius Vanstory King Advised Fund

Thomas C. McNeil and Sandra B. McNeil Advised Fund

John and Dominique Patrick Fund

Robert W. and Candy E. Kiser Charitable Fund

Judson J. and Alice C. Milam Fund

Lucie and Chuck Patton Fund

Edith and Bill Knott Fund

Hof and Kathryn Milam Charitable Fund

Carol and Raymond Pearson Charitable Fund

D. Joyce Kohfeldt Fund

Charles W. Miller Fund

Peter Perret Fund for Young Musicians

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

Miller Family Advised Fund

Clifford and Elizabeth Perry Advised Fund

Petro Kulynych Advised Fund

Richard H. and Nola G. Miller Advised Fund

Ford and Jeanene Perry Advised Fund

Gilmour and Nancy Lake Advised Fund

Susan Dibrell Miller Family Fund

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

Lambeth Family Fund

Mist Island Foundation Fund

Pfefferkorn Company Advised Fund

Susan and George Lautemann Advised Fund

J. Frank and Lynda K. Morris Advised Fund

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

Annette M. Leight Advised Fund

Frank and Mary Jo Murphy Advised Fund

Mr. and Mrs. Stephen F. Phelps Advised Fund

Margaret G. Leight Advised Fund

Dan and Bonnie Murphy Charity Fund

David and Ingrid Pisetsky Advised Fund

Mary A. Leight Advised Fund

Murphy-Smith Family Fund

William Pitser Advised Fund

Kathy and Mike Lewis Fund

Murray Supply Company Advised Fund

Pitt Hopkins Syndrome Fund

Lillie’s Friends Foundation Fund

Walter V. and Martha W. Murray Advised Fund

Margaret Scales and Graydon Pleasants Advised Fund

Lineberger Family Fund

Robert F. and Bonnie L. Naas Advised Fund

Nancy and Ed Pleasants Advised Fund

Dr. A. Stanley and Mary Margaret Link Fund

Mr. and Mrs. Lucian H. Neal Advised Fund

Dr. Harold C. Pollard III Fund

George and Susan Little Advised Fund

J. & J. Neely Advised Fund

Dr. and Mrs. Eddie Pollock Advised Fund

Scott and Michelle Livengood Fund

David and Scottie Neill Advised Fund

Robert S. and Wanda E. Pool Fund

Matt and Emmie Long Fund

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

Jane and Joe Potter Fund

Frank and Kay Lord Advised Fund

Fred and Lillian Nordenholz Fund

Prince William Community Benefit Fund (Belden)

David and Libby Lubin Fund

Keith and Lisa Norman Family Advised Fund

Prince William Community Benefit Fund (Fairchild)

Gail Lybrook Advised Fund

Robert S. and Marianne D. Northington Advised Fund

Prince William Community Benefit Fund (Gary)

John F. and Annette P. Lynch Fund

Novant Community Benefit Fund (Aluko)

Prince William Community Benefit Fund (Gutliph)

Dr. Mark P. Maier Advised Fund

Novant Community Benefit Fund (Conrad)

Prince William Community Benefit Fund (Hoover)

Richard A. and Carrie Wall Malloy Advised Fund

Novant Community Benefit Fund (Evans)

Prince William Community Benefit Fund (Magalski)

Deborah S. Marshall Non-Endowed Advised Fund

Novant Community Benefit Fund (Gordon)

Prince William Community Benefit Fund (Wine)

[54] FUNDS AND DONORS

the winston-salem foundation annual report

Non-Endowed Advised Funds, continued Prince William Community Benefit Fund (Zurlo)

Dr. Thomas E. Shown Advised Fund

Leslie R. and Robert E. Warhover Advised Fund

Nan and Tim Prout Charitable Fund

Joe B. and Virginia L. Simpson Advised Fund

Bill and Judy Watson Fund

T.J. and Nancy Pulliam Advised Fund

Bucky and Debbie Sizemore Fund

Cornelia K. Weigl and Lachlan MacLachlan Advised Fund

Mrs. Elizabeth L. Quick Advised Fund

Mike and Beth Skorich Advised Fund

George and Susan Ragland Fund

Bruce W. and Sara C. Smith Advised Fund

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

Rainey Charitable Fund

Kenny and Amy Smith Fund

Ramona Fund

Brant and Kay Snavely Fund

Reaves Family Charitable Trust

John and Nancy Southard Advised Fund

Burton and Frances Reifler Fund

Spaugh Family Fund

Dick and Sandy Respess Fund

Mary Jo W. and R. Arthur Spaugh Fund

Reynolda Rotary Benevolence Fund

Ann Lewallen Spencer Fund

Dr. Vade Rhoades Fund

Nancy Spencer Advised Fund

Lori and Pat Riazzi Fund

Michael W. Sperry Advised Fund

Richard T. Rice Fund

W. Fletcher and Anna B. Steele Family Fund

Rickelton Fund

Shaun Edward Stewart Fund

Jacqueline P. Rider Advised Fund

Stratford Rotary Benevolence Fund

Roaring Gap Education Fund

Rick and Kate Streng Advised Fund

Roaring Gap Fund

Richard and Nancy Sullivan Fund

Pauline and Norwood Robinson Fund

John J. and Betty Pratt Sutton Advised Fund

Roddick Benevolence Gift Trust

Sutton Family Fund

Michael and Jill Rogers Fund

Jack and Cindy Sutton Fund

Suzie and Dennis Ross Fund

Nancy King Tanner Advised Fund

Charles and Courtney Rowe Charitable Fund

Targacept TargaCare Fund

David F. and Martha Wilson Rowe Advised Fund

John A. Taylor Advised Fund

Steve and Nancy Rowell Charitable Fund

Marguerite B. Taylor Advised Fund

Michael and Deborah Rubin Advised Fund

Thomas Teague Fund

Curtis Flynt Rudolph Advised Fund

Ron and Merle Tedder Charitable Fund

Carver and Betsy Rudolph Advised Fund

Louise Dibrell Theberge Family Fund

Sanford Harrison Rudolph Advised Fund

John B.R. Thomas Donor Advised Fund

James M. and Lorre C. Ruffin Fund

F. Nelson Tomlinson Advised Fund

Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund

Dr. and Mrs. James F. Toole Advised Fund

Jill Runnion Fund

Triad Academy Scholarship Fund

Dr. Wilson and Marcia Russell Fund

Triantos Fund

SGK Fund

Mary Kay Tucker Advised Fund

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

Alex and Elliott Turner Advised Fund

William Madison and Phoebe Barnhardt Satterwhite Fund

Eleanor James Vance Advised Fund

Robert D. and Pamela B. Saunders Fund

Stuart F. and Frances McD. Vaughn Advised Fund

Thomas D. and Katherine E.M. Schroeder Fund

Peter and Carol Vrooman Advised Fund

The Servanthood Fund

Susan B. Wall Advised Fund

Beverly Britton Rudolph Shaw Advised Fund

Lee Wallace Fund

Bill and Shirley Shaw Fund

Hans W. and Elizabeth K. Wanders Advised Fund

Sherwood Forest Elementary School Fund

Jack and Jean Ward Advised Fund

Adrian and Bob Shore Advised Fund

William G. Ward, MD Family Advised Fund

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

the winston-salem foundation annual report

FUNDS AND DONORS [55]

NON-ENDOWED FUNDS

TEMPORARY FUNDS

T

EMPORARY FUNDS give the Foundation the ability to hold funds for a limited time for organizations and individuals for charitable projects.

Black Philanthropy Fund

Greenxscapes Fund

Michael and Buffy Waltrip Charitable Fund

Dog Park at Tanglewood Fund

NCGS Fund

Waltrip Brothers Charitable Fund

Equality Winston-Salem Fund

Peppercorn Children’s Theatre Fund

Paul M. Wiles Scholarship Fund

Flow Automotive Companies Scholarship Fund

Carl R. Sapp Field Enhancement Fund

Friends of the Hollywood Cemetery Fund

Helen Simoneau Danse Fund

Winston-Salem Community Development Collaborative Fund

Gateway Environmental Initiative Fund

Shaun Edward Stewart Fund

Greater Gift Initiative Fund

Theatre On Common Ground Fund

[56] FUNDS AND DONORS

the winston-salem foundation annual report

The Women’s Fund of Winston-Salem

CHARITABLE TRUSTS

T

HE FOUNDATION SERVES AS TRUSTEE of charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) for donors and their families. CLTs allow donors to direct income from the trust to the Foundation and/or other charities for a designated period of years. At the

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

CHARITABLE TRUSTS Abner Alexander Irrevocable Living Annuity Trust

Nancy Davis McGlothlin Charitable Remainder Unitrust

Elms and Harriet Allen Unitrust

John B. and Grace D. McKinnon Irrevocable Living Unitrust

Stephen G. Anderson Irrevocable Living Unitrust

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

James L. Barnhardt Charitable Remainder Trust

Margaret W. Parker Charitable Lead Unitrust

Edward S. and Barbara T. Beason Unitrust

Emerson Walter Pitts, Jr. 2011 Charitable Remainder Annuity Trust

Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust

Ruth Fay Pitts 2011 Charitable Remainder Annuity Trust

Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust

C. Edward Pleasants Charitable Remainder Trust

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

Nancy T. Pleasants Charitable Reminder Trust

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

Ruth M. Pleasants Irrevocable Living Unitrust

Ann Blanton Breese 2007 Charitable Remainder Unitrust

J P Rider Charitable Remainder Trust

Harry O. Corpening Charitable Remainder Unitrust

F. Conard and Jean Snyder Charitable Lead Annuity Trust

Athalene Couch 2007 Charitable Remainder Annuity Trust

Nancy H. Southard Irrevocable Living Unitrust

Athalene Couch 2007 Charitable Remainder Unitrust

Nancy S. Spencer Charitable Remainder Trust

Joyce H. and James P. Dickerson Charitable Remainder Trust

Edward E. Stivers Charitable Annuity Trust

Frank E. and Mary B. Driscoll Charitable Remainder Trust

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

Elizabeth T. Edmondson Irrevocable Living Annuity Trust

David H. Tate Irrevocable Living Unitrust

Rita D. Fitzgerald Irrevocable Living Annuity Trust

Jesse C. Temple 2007 Charitable Remainder Annuity Trust

Donald F. Folger Charitable Remainder Unitrust

L. Frances S. Temple Charitable Remainder Unitrust

Kathryn W. Garner Irrevocable Living Unitrust

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

J. Beeson Grubbs Irrevocable Living Annuity Trust

M. Louise Thomas Charitable Remainder Unitrust

Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust

Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust

Edmund B. Hopkins Irrevocable Living Unitrust

Hans W. Wanders Irrevocable Living Unitrust

Lucy Kaplan Irrevocable Living Unitrust

Arthur G. and Susanne S. Weber Charitable Remainder Unitrust

William A. and Edith T. Knott Irrevocable Living Unitrust

A. Tab Williams, Jr. Charitable Annuity Lead Trust

William G. and Ava O. Koronis Charitable Unitrust

Willingham Irrevocable Living Annuity Trust

Mary Annette Leight 2002 Charitable Unitrust

Mathilda G. Wolfe Charitable Remainder Unitrust

Douglas Lewis Family Charitable Remainder Trust

W.F. Womble Irrevocable Living Unitrust

Curtis and Sara Long Charitable Remainder Unitrust

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

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

Roma Lee Woosley 2005 Charitable Remainder Annuity Trust

William and Drane Vaughn McCall Irrevocable Living Unitrust

the winston-salem foundation annual report

FUNDS AND DONORS [57]

BOOK OF

T

MEMORY

HE BOOK OF MEMORY WAS ESTABLISHED in 1946 as a means of preserving the names of those in whose memory gifts were made to the

Foundation. These specially-commissioned, leather-bound books are displayed in the Foundation’s reception area and contain more than 8,900 names.

THE FOLLOWING NAMES WERE ENTERED INTO THE BOOK OF MEMORY IN 2012: William Daniel “Bill” Acton

Connie Marie Crawford

Weston P. Hatfield

Eugene Money

Russell Henry Shouse

Mildred C. Alberter

James Milton Culbreth

Janice Lee Hauser

David O. Murray

Emile J. Simone

The Honorable Abner Alexander

Charles Frederick Deleot, Jr.

Joseph Albert Haymes, Jr.

William Randolph “Bill” Myers

Antoinette Mullinax Skeeters

Ancy Andersen

Robert “Bob” Ervin

Jack Hoey

Joseph Martin Parker, Jr.

William Samuel Smoak

Joyce Ellen Monteith Bates

Rodney Duane Ervin

David Wallace Holcomb, Jr.

Amy Gatewood Parrish

Ann Papieski Snelsire

Lillian Joyner “Joy” Bennett

Maurice Edward Everette

Stebbins Brokenborough Ingram

Lucy Fain “Sookie” Peebles

Mary Jo Wooten Spaugh

John Michael “Mike” Boaz

Robert J. Faircloth

Johnnie Mae Jackson

Dr. John Olin Perritt, Jr.

John Addison Spencer

Ernest “Bud” Bodenheimer

William T. Fenimore, Jr.

Bernice Cobb Jones

Pauline Davis “Pinkie” Perry

Norman William “Bill” Swanson

Samuel Lewis Booke, Jr.

Edward Vernon Ferrell, Jr.

Mary Robertson Jones

Robert Louis “Bob” Quick

Neva Taylor

Sidney Stuart Bost, Jr.

Marvin Lemuel Ferrell, Jr.

Colonel Milbourne L. Joye

Ronnie Ray Reynolds

Stuart C. Thomas

Elissa Enslen “Lisa” Bouchillon

Margaret Alice Williamson Gibson

Theodore R. Keith

George Clarke Rigby

Jack Richard Tischler

Mary Alice Burnside Briley

William Alexander “Bill” Goodson, Jr.

Warren Gamaliel Harding Kennedy

Rev. Kenneth William Robinson

Virginia Tucker

Lawrence G. Gordon

David N. Ketchie

Miriam Silverman “Mimi” Rouzie

Charles G. Vardell, Jr.

Donald E. Gunlock

Clay M. Kirkman, Jr.

Kenneth Darrin Russell

W. R. Weir, Jr.

Benjamin James Gurley

Emmett H. “Sonny” Lacy, Jr.

Thomas Albert Sanders, Jr.

Jack M. White

Stephen P. Halstead

Ellen Smith Lambeth

John William “Bill” Sexton, Jr.

Jerry Michael White

James G. Hamrick

Edwin Winfred “Eddie” Linville, Jr.

Alvin Barrett Shepherd

Dr. Sylvester W. Wooten

Alicia Jones Hanes

Robert Eugene Marziano

Abraham Lincoln Sherk III

Ruth Eloise Keever Yount

Kirk Walter Harris

John G. Medlin, Jr.

Barbara B. Harvey

David R. Minter

Peter Eric Brown Johnny Cleo Butcher Howard E. Butner, Jr. Alton Z. Canady Lucy Miller Carr Sara Virginia Lyons Carson Jo Anne Atkins Chadwick George M. Chitty Athalene Hartman Couch

[58] FUNDS AND DONORS

the winston-salem foundation annual report

James Nelson Sherrill, Sr. Anne Mercer Kesler Shields Eleanor Sue Cox “E. Sue” Shore

THE

T

LEGACY SOCIETY

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

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

The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2012. 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 (16)

Dr. and Mrs. Edward S. Beason

Mr. John D. Budd

Mr. and Mrs. Gerald L. Chrisco

Dr. and Mrs. John W. Denham

Ms. Katherine Acton and Mr. Gerald Smith

Mrs. Barbara C. Beattie

Mr. and Mrs. Joseph R. Budd

Mrs. Hessie Church

Ms. Jan M. Detter

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

Mr. and Mrs. Richard P. Budd

Mr. and Mrs. Robert C. Clark

Dr. and Ms. James P. Dickerson

Mrs. Marie Bellin

Mr. Hoan Bui and Ms. Ngoc Nguyen

Mr. and Mrs. George M. Cleland

Mrs. Mary Anne Dickson

Bert Bennett Family

Mr. and Mrs. Charles Norman Bunce

Mr. and Mrs. Michael L. Clements

Mr. and Mrs. James H. Diggs

Sami Ousley Bills

Dr. Patricia P. Bundy

Mr. D. E. Clinard, Jr.

Mr. and Mrs. Joe Dillon

Mr. and Mrs. R. Gordon Bingham

Mr. and Mrs. John W. Burress III

Mrs. Brenda K. Cline

Mr. and Mrs. Daniel W. Donahue

Mr. David B. Blanco

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

Mr. and Mrs. John Wayne Clodfelter

Mrs. Elaine D. Dowdell

Dr. and Mrs. Frederick A. Blount

Mrs. David B. Butler

Mr. and Mrs. Gary W. Cole

Mr. and Mrs. Bruce Downing

Mr. and Mrs. J. Hal Bolin

Ms. Jane Calloway

Mr. Elmer Collins

Mr. and Mrs. Graham P. Dozier III

Mr. and Mrs. Henry M. Booke

Ms. Susan M. Cameron

Mr. George L. Cooper

Ms. Grace Draman

Claude and Judy Booker

Dr. and Mrs. W. Douglas Cardwell

Mr. and Mrs. Harry Corpening

Mr. and Mrs. Dale E. Driscoll

Mr. and Mrs. Julian R. Bossong

Dr. and Mrs. Kenneth Carlson

Mr. and Mrs. David L. Cotterill

Mr. Frank E. Driscoll

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

Mrs. Anne Maddrey Carpenter

Mrs. Donna H. Craige

Dr. and Mrs. Joseph B. Dudley

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

Mr. Coy C. Carpenter, Jr.

Ms. Nancy Dunn

Dr. Emma Jean Z. Bowman

Ms. Genie Carr

Mr. J. Scott Cramer and Ms. Selma Scott

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

Mrs. William H. Carr

Dr. Sherrill Braswell

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

Ms. Susan F. Braswell

Ms. Peggy C. Carter

Ms. Ann Blanton Breese

Mr. and Mrs. Mark C. Caudill

Mr. and Mrs. J. Paul Breitbach

Mr. and Mrs. C. Ray Caudle

Mr. and Mrs. Michael Brenner

Mr. M. Campbell Cawood

Mr. and Mrs. Paul Briggs

Mr. and Mrs. Charles W. Chambers

Mr. and Mrs. Douglas E. Broadway

Mr. and Mrs. Christopher J. Chapman

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

Mrs. Lenora J. Brown Mr. and Mrs. Royall R. Brown, Jr. Ms. Helen H. Bryngelson

Mrs. Norma Charles-Sink Mrs. Barbara F. Chatham

Mr. and Mrs. Robert L. Dalton, Jr. Mr. Jason Davies and Mrs. Julia Frost-Davies Mr. G. Franklin Davis Mr. Jerry P. Davis John and Terrie Davis Mr. and Mrs. Richard N. Davis Mr. and Mrs. William A. Davis II Ms. Rebecca M. Deaton Mr. and Mrs. Albert J. DeForest III Mr. and Mrs. Joseph R. Delia

Mr. Noel Lee Dunn Ms. Mignon Durham Mrs. John T. Eagan, Jr. Mr. and Mrs. Fred G. Eidson Mr. and Mrs. James L. Einstein Mr. and Mrs. Barry Eisenberg Ms. Aleta G. Ellison Mrs. Robert A. Emken Mr. and Mrs. Charles A. Essic, Jr. Mr. and Mrs. Alexander C. Ewing Dr. and Mrs. John C. Faris Mrs. Rita D. Fitzgerald

the winston-salem foundation annual report

FUNDS AND DONORS [59]

Legacy Society Members, continued Ms. Marlene P. Flinchum

Ms. Susan F. Harris

Mrs. Florinda C. Johnson

Ms. Patti Ann Lynch

Mrs. Mildred Naugle

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

Mr. and Mrs. John Harrison

Dr. and Mrs. Peter C. Johnson

Mr. and Mrs. E. Erwin Maddrey II

Mr. and Mrs. David B. Neal

Mr. Gary Flower

Mr. and Mrs. Paul D. Harrison

Ms. Beverly Johnston

Mr. and Mrs. Parker Maddrey

Mr. David L. Neal

Mr. and Mrs. Donald F. Folger

Ms. Virginia S. Hart

Mr. James W. Johnston

Mr. and Mrs. John Mann

Mr. and Mrs. Lucian H. Neal

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

Mr. and Mrs. Dennis G. Hatchell

Mr. and Mrs. Scott D. Jones

Ms. Debbie Marshall

Steve Neal

Mr. and Mrs. John C. Fox

Mr. and Mrs. Sam Hauser

Mrs. R. William Joyce

Mr. and Mrs. James E. Martin

Mr. and Mrs. T. David Neill

Mr. Woody Fox

Mr. Peter E. Hawley

Ms. Lucy Kaplan

Mr. David P. Masich

Mr. and Mrs. Fred W. Nordenholz

Dr. and Mrs. Larry W. Freeman

Mr. and Mrs. Fred W. Hege

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

Dr. and Mrs. K. Frank McCain

Mr. and Mrs. Christoph Nostitz

Mr. David W. Fuller

Mr. Charles R. Hemrick

Mrs. J. Lee Keiger, Jr.

Dr. William McCall, Jr.

Mr. Chester T. Nuttall, Jr.

Mr. Paul Fulton, Jr.

Ms. Frances S. Hendrix

Mr. and Mrs. Stanhope A. Kelly

Dr. Bruce R. McCune

Dr. and Mrs. David Reese O’Brien, Jr.

Mrs. James A. Fyock

Mr. L. Stephen Hendrix

Ms. Susan Kerner-Hoeg

Mrs. Nancy Davis McGlothlin

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

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

Mr. and Mrs. A. B. Henley III

Mr. and Mrs. Truman T. Kiger

Dr. Timothy McGowen

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

Mr. John K. Gallaher

Nick Hennessee

Mr. and Mrs. Jesse M. King

Dr. W. Frederick McGuirt

Mr. and Mrs. Willis H. Overby

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

Mr. and Mrs. Leonard Herring

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

Ray and Cathleen McKinney

Mr. and Mrs. Craven B. Page

Ms. Kathryn W. Garner

Mr. and Mrs. Michael C. Hetrick

Mr. and Mrs. William A. Knott

Mr. and Mrs. John B. McKinnon

Mr. John V. Pappas

Mr. Harold R. Garrison

Ms. Emily Millis Hiatt

Ms. Joyce Kohfeldt

Ms. Sally R. McLeod

Mr. and Mrs. Dwight E. Pardue

John and Jane Gehring

Mr. Hardin P. Higgins

Dr. and Mrs. L. Andrew Koman

Mr. and Mrs. J. Frank McNair IV

Dr. and Mrs. John S. Parks

Dr. and Mrs. Samuel T. Gladding

Mrs. Harrell B. Hill

Dr. and Mrs. Thomas J. Koontz

Mr. and Mrs. William L. McSwain

Mr. Christopher A. Parr

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

Mr. and Mrs. J. Glenn Hilton

Bill and Ava Koronis

Dr. and Mrs. William E. Means

Rev. and Mrs. Nathan E. Parrish

Mr. and Mrs. Thomas O. Goodson

Mrs. Alice Hinman

Ms. Brenda H. Kulp

Mrs. John G. Medlin, Jr.

Dr. and Mrs. Eugene H. Paschold

Mrs. Bryce Gordon

Doris Hohman

Mr. Petro Kulynych

Mr. and Mrs. Danny J. Mendenhall

James Gore

Mrs. Barbara Wall Holcomb

Mr. and Mrs. Arnold N. Lakey

Mr. and Mrs. John Merritt

Dr. John Patrick and Dr. Dominique Patrick

Natasha Gore

Mrs. James E. Holmes, Jr.

Mr. and Mrs. Donny C. Lambeth

Mr. James C. Messick

Dr. Louis N. Gottlieb

Mr. and Mrs. Robert A. Hoover

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

Richard and Liana Gottlieb

Drs. Judith and Marbry Hopkins

Mr. James Lambie and Ms. Lisbeth Evans

Mr. Vergil H. Gough

Mrs. Edmund B. Hopkins

Mr. and Mrs. Bernard Gray

Mr. and Mrs. Billy Hunt

Mrs. James A. Gray, Jr.

Mrs. Jacqueline S. Hunt

Mrs. J.T. Greene, Jr.

Mr. John W. Hunt

Mrs. Elizabeth Lovett Grover

Mr. and Mrs. Judd Hunt

Mr. J. Beeson Grubbs

Mr. and Mrs. David A. Irvin

Dr. Caryl Guth

Dr. and Mrs. Nathaniel Irvin II

Dr. and Mrs. Paul P. Gwyn

Dr. and Mrs. Francis M. James III

Mrs. William N. Hailey

Ms. Mary Jamis and Ms. Starr Johnson

Drew and Kelley Hancock Mr. and Mrs. James A. Hancock, Jr. Mr. and Mrs. Richard D. Hancock Ms. Charlotte M. Hanes Mr. and Mrs. F. Borden Hanes, Jr. Mr. and Mrs. Frank Borden Hanes, Sr.

[60] FUNDS AND DONORS

Mr. and Mrs. B. Thomas Lawson, Jr. The Honorable Molly Leight Mr. and Mrs. A. Thad Lewallen III Mr. and Mrs. Douglas R. Lewis Ms. Elizabeth C. Lewis Nancy C. Lide Mr. and Mrs. Stanley Lineberry Mr. and Mrs. James E. Lippard Dr. and Mrs. Dan S. Locklair Mr. Joseph P. Logan

Dr. Richard Janeway

Mrs. Curtis E. Long

Mr. Ian Jankelowitz

Mr. and Mrs. William Longyard

Mr. and Mrs. Harry Jarman

Mr. and Mrs. Frank K. Lord III

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

Mrs. Carolin Lowy

Ms. Joia M. Johnson

Annette P. Lynch

the winston-salem foundation annual report

Ms. Melanie Micale Dr. and Mrs. Henry S. Miller, Jr. Mrs. Barbara B. Millhouse Mr. and Mrs. James H. Millis, Jr. Mrs. Molly Millis Hedgecock Mr. and Mrs. Neal Millsaps Mr. Richard G. Mock Ms. Ellen N. Monahan Dr. and Mrs. John H. Monroe Mr. and Mrs. C. Arzell Montgomery Mr. and Mrs. Timothy R. Moore Mr. and Mrs. David R. Morgan Ms. Olivia E. Morgan Mr. and Mrs. Steven C. Morgan Mr. and Mrs. Daniel N. Moury Mr. and Mrs. Marty Myers

Ms. Julie J. Pearce Mr. and Mrs. G. Clifton Pennell Ms. Brenda B. Penney Dr. and Mrs. Francis D. Pepper, Jr. Mr. and Mrs. Clifford W. Perry, Jr. Mr. and Mrs. Tony Petree Mr. and Mrs. L. Gordon Pfefferkorn, Jr. Mr. and Mrs. Ross D. Pfeiffer Mr. and Mrs. Stephen F. Phelps Mr. Emerson Walter Pitts, Jr. Ms. Ruth F. Pitts Mr. and Mrs. C. Edward Pleasants Mr. Graydon Pleasants and Ms. Margaret Scales Mrs. Ruth M. Pleasants Dr. Michael J. Pollak Mrs. Richard E. Pope Frances and Steve Porter

Legacy Society Members, continued Mr. Billy D. Prim

Dr. and Mrs. Daniel G. Sayers

Mr. and Mrs. Richard Stockton

Ms. Margaret M. Urquhart

Mrs. Francis F. Willingham

Mr. J. Timothy Prout

Mr. and Mrs. Andrew J. Schindler

Mr. and Mrs. Thomas J. Stopyra

Mrs. Deborah H. Vaughan

Mr. and Mrs. John W. Willingham

Mr. Grady R. Pulliam III

Dr. and Mrs. Robert P. Schwartz

Mrs. Janice K. Story

Bob and Carolyn Vaughn

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

Mrs. Elizabeth L. Quick

Mrs. Anthony W. Seamon

Mr. and Mrs. Richard L. Sullivan

Tricia Vaughn

Mr. R. M. Wilson

Mr. and Mrs. H. Chris Ramm

Mr. Rick Seamon

Mrs. John J. Sutton, Jr.

Dr. and Mrs. Ramon Velez

Mr. William T. Wilson III

Dr. Dariel L. Rathmell

Ms. Rebecca Ann Sebastian

Dr. and Mrs. Charles V. Taft

Mr. and Mrs. Michael B. Wall

Ms. Betty S. Winslow

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

Ms. Marion H. Sekerak

Dr. and Mrs. David H. Tate

Mr. and Mrs. Hans Wanders

Mr. and Mrs. Steve Wohlford

Mr. and Mrs. Harry Reavis

Mrs. Robert D. Shore, Jr.

Mr. and Mrs. John A. Taylor

Mr. and Mrs. John F. Ward

Mr. and Mrs. Harry H. Wolfe

Mr. and Mrs. Patrick Riazzi

Mrs. Rosemary V. Shortt

Mrs. Margaret Taylor

Mr. and Mrs. Joseph Washington

Dr. and Mrs. John R. Wolfe

Dr. and Mrs. David G. Rice

Dr. Thomas E. Shown

Mr. Jesse C. Temple

Mr. and Mrs. William R. Watson

Rochelle Wolfe

Mr. and Mrs. Thomas B. Rice III

Mr. and Mrs. Paul Sinal

Mr. and Mrs. William Tessien

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

Mrs. Calder W. Womble

Mrs. John S. Rider

Mr. Willis Slane and Dr. Caroline Chiles

Ms. Sylvia Theriault

Mr. and Mrs. Arthur G. Weber

Dr. and Mrs. John B. R. Thomas

Dr. Glenda Weber and Mr. Wayne Weber

Mr. Ralph Womble and Ms. Ashley Edwards

Mr. Clay V. Ring, Jr. Mr. Toby W. Robertson Mrs. Eugene Rossitch Mr. and Mrs. Charles Rotgin, Jr. Dr. and Mrs. Michael H. Rubin Mr. and Mrs. Tom Rucker Mr. and Mrs. C. Guy Rudisill III Ms. Avon Ruffin Mr. Dalton D. Ruffin Mrs. H. J. Runnion, Jr. Ms. Karen Sanders Dr. and Mrs. William M. Satterwhite, Jr.

Mr. and Mrs. Archie Smith Mrs. Richard G. Smith, Jr. Mr. James N. Smoak Dr. and Mrs. John K. Southard, Jr. Rev. Laura Spangler Ms. Ann Lewallen Spencer Ms. Betsy Spencer Mr. and Mrs. James Y. Spencer Mrs. William O. Spencer III Ms. Georgia Sprinkle Edward Eugene and Jean Jennings Stivers

Ms. M. Louise Thomas Mr. and Mrs. Stephen A. Thornton Mr. and Mrs. F. Nelson Tomlinson, Jr. Dr. and Mrs. James F. Toole Mrs. Virginia B. Trivette Mrs. Louvenia Cox Tucker Mrs. Bynum E. Tudor, Jr. Mr. Jay Turner and Ms. Tonya Deem Mr. and Mrs. John L. Turner Randall and Claire Tuttle Mr. and Mrs. Harry B. Underwood II

Mr. and Mrs. William F. Womble

Mr. Dennis H. Webster

Mr. H. C. Woodall, Jr.

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

Ms. Roma Lee Woosley

Mr. and Mrs. Joe Wheliss

Dr. and Mrs. Richard C. Worf

Mr. and Mrs. Scott F. Wierman

Mrs. Hal G. Worley

Mr. and Mrs. Paul M. Wiles

Bryan and JoAnn Yates

Mr. and Mrs. Joseph Wilhem

Ms. Megan McSwain Yeatts

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

Mr. and Mrs. Karl F. Yena

Mr. and Mrs. Arthur T. Williams III

Mr. and Mrs. C. J. Young

Ms. Cynthia A. Williams

Dr. and Mrs. Douglas M. Young

Mr. Stephen T. Williams

Mr. and Mrs. Yasser Youssef

Mr. B.J. Willingham

DONORS TO THE COMMUNITY FUND, THE COMMUNITY LEADERSHIP FUND, AND THE BOOK OF MEMORY VISIONARIES – $5,000 OR MORE Mr. and Mrs. Frank M. Bell, Jr. Mr. and Mrs. J. Scott Cramer

BENEFACTORS – $2,500–$4,999

B

Mr. Noel Lee Dunn Mr. Charles R. Hemrick/Mrs. Norma Charles-Sink Mrs. Harrell B. Hill

OTH THE FOUNDATION AND THE COMMUNITY are grateful for these gifts to the Community Fund, the Community Leadership Fund,

and the Book of Memory — from the smallest to the largest. Collectively

Mr. and Mrs. Michael Brenner

these contributions reflect that the Foundation’s mission — to invest in our

The Strickland Family Foundation

community by making philanthropy and its benefits available to all — is alive and well. For a list of 2012 donors to other named funds, please visit

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

our Web site at www.wsfoundation.org.

The Senah C. & C.A. Kent Foundation

ADVOCATES – $1,000–$2,499 Abbot Downing–A Wells Fargo Company Dr. David Albertson and Dr. Liz Albertson Dr. and Mrs. Elms L. Allen

Dr. and Mrs. Kenneth Carlson Mr. and Mrs. George M. Cleland Mr. and Mrs. David L. Cotterill Mr. and Mrs. Dale E. Driscoll Mr. and Mrs. Frank E. Driscoll

Anonymous (2)

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

Mrs. Robert F. Armfield Mr. and Mrs. Bruce M. Babcock Dr. and Mrs. Rolland Barrett Mr. and Mrs. Henry M. Booke Dr. James David Branch Dr. and Mrs. William C. Bray Mr. and Mrs. John W. Burress III

Mr. Paul Fulton, Jr. Ms. Sandra K Gallant Mr. and Mrs. John L. W. Garrou Mr. and Mrs. Tom Gibbs Glenn Family Foundation Mr. and Mrs. Thomas O. Goodson

Grover C. and Jane C. McNair Charitable Foundation Trust

Mr. and Mrs. Frank K. Lord III

Ms. Nancy S. Spencer

Mr. David P. Masich

Kate and Rick Streng

Mr. and Mrs. Lucian H. Neal

Mr. and Mrs. John A. Taylor

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

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

Mr. John V. Pappas

Mr. and Mrs. Michael A. Trawick

Mr. and Mrs. Stephen F. Phelps

Ms. Susan B. Wall

Dr. and Mrs. Francis M. James III

Mr. Graydon Pleasants and Ms. Margaret Scales

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

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

Reynolds American Foundation

Mr. and Mrs. J. Gilmour Lake

Mr. and Mrs. Richard O. Rogers III

Mr. and Mrs. George C. Lautemann

Mr. and Mrs. Andrew J. Schindler

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

Mr. Willis Slane and Dr. Caroline Chiles

Ms. Judith B. Halverson Mr. and Mrs. F. Borden Hanes, Jr. Mr. and Mrs. Charles H. Hauser Mr. and Mrs. Richard D. Hensel Mr. and Mrs. Tommy L. Hickman

Mr. and Mrs. H. Vernon Winters Mrs. Calder W. Womble

SUPPORTERS – $500–$999 Dr. Edward Abraham and Ms. Norma-May Isakow

Dr. Matthew Cullinan and Ms. Anna Reilly

Mr. and Mrs. Thomas R. Adams

Mr. and Mrs. Richard N. Davis

Mrs. Amy P. Barnhardt

Dr. and Ms. James P. Dickerson

Mr. and Mrs. Graham F. Bennett

Mr. and Mrs. Thomas S. Douglas III

Mr. William G. Benton

Mrs. Elaine D. Dowdell

Mr. and Mrs. R. Gordon Bingham

Dr. and Mrs. Joseph B. Dudley

Dr. and Mrs. Malcolm Brown

Mr. James E. Gay III

Mr. and Mrs. Austin Byrne

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

Mr. and Mrs. Ronald J. Clein

Greater Winston-Salem Chamber of Commerce

[62] FUNDS AND DONORS

Kelley and Drew Hancock

Dr. and Mrs. Thomas J. Koontz

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

Mr. and Mrs. James G. Hanes III

Mr. and Mrs. Jeffrey Lawyer

Mr. W. David Shannon

Mr. William E. Hollan, Jr.

Annette M. Leight

Mr. G. Dee Smith

Dr. and Mrs. Paul E. Horton

Ludy M. Strother Charitable Lead Annuity Trust

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

Mr. Eric N. Hoyle Mr. John W. Hunt Mr. and Mrs. Gordon W. Jenkins Mr. and Mrs. Stanhope A. Kelly Professor Rogan Kersh and Mrs. Sara Pesek

the winston-salem foundation annual report

Ms. Debbie Marshall Mercedes-Benz of Winston-Salem Mr. and Mrs. C. Edward Pleasants Mr. Clay V. Ring, Jr. Mr. and Mrs. Ed Robins

Dr. and Mrs. Bruce D. Walley Mr. and Mrs. Hans Wanders Mr. and Mrs. Scott F. Wierman Mr. and Mrs. John W. Willingham Mr. and Mrs. William F. Womble, Jr.

PHILANTHROPISTS – UP TO $500 Dr. Jon Abramson and Dr. Cynthia Lees

Mr. and Mrs. Harris F. Clein

Mrs. J.T. Greene, Jr.

Mr. and Mrs. John F. Lynch III

Mrs. Walter Roufail

Mr. and Mrs. Michael L. Clements

Mr. and Mrs. Edward W. Griggs

Dr. and Mrs. William McCall, Jr.

Mrs. Diana A. Salmons

Mr. D. E. Clinard, Jr.

Mr. Jonathan D. Halsey

Dr. James A. McCool

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

Mrs. Sophia S. Cody

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

Mrs. Margaret F. McIver

Mrs. Clemens Sandresky

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

Mrs. Miriam S. Harmon

Mr. and Mrs. John B. McKinnon

Mr. and Mrs. William W. Shaw

Ms. Shari Covitz

Mr. and Mrs. John Harrison

Mr. and Mrs. Dennis W. McNames

Mr. and Mrs. Kenneth N. Sisk

Mr. Greg A. Cox

Mr. and Mrs. Dennis G. Hatchell

Dr. and Mrs. J. Wayne Meredith

Mr. and Mrs. J. Todd Slate

Mr. and Mrs. Marcus B. Crotts

Mr. and Mrs. Joseph C. Hedgpeth II

Mr. and Mrs. David L. Meyer

Amy K. Smith and Kenny Smith

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

Dr. and Mrs. Eugene R. Heise

Dr. and Mrs. Jay Michael

Mrs. Mary M. Smoak

Ms. LaRue P. Cunningham

Mr. and Mrs. Robert H. Holliday, Jr.

Mrs. Philip Michalove

Mr. R. Arthur Spaugh

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

Dr. and Mrs. Robert Holmes

Mid-South Properties

Ms. Sheryll Strode

Dr. Courtland H. Davis, Jr.

Mrs. E. R. Howard

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

Mr. and Mrs. Ben W. Thomason, Jr.

Mr. and Mrs. John W. Davis III

Mr. and Mrs. Craig Hulighan

Mr. and Mrs. Ward B. Miller

Mr. and Mrs. J. Kenneth Torreyson

Mr. and Mrs. William A. Davis II

Mr. and Mrs. G. Dudley Humphrey

Ms. Ellen N. Monahan

Mrs. Virginia B. Trivette

Ms. Rebecca M. Deaton

Mrs. Jacqueline S. Hunt

Mr. and Mrs. Erling S. Tronnes

Mr. and Mrs. Daniel W. Donahue

Immedia Print

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

Mr. and Mrs. Charles T. Douglas

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

Mr. Roddey Dowd, Sr.

Mr. and Mrs. Thomas C. Jackson

Ms. Nancy Dunn

Dr. and Mrs. Ali Jarrahi

Dr. and Mrs. William Elesha

Mr. John C. Jessup

Mrs. Aurelia Eller

Ms. Betty W. Johnson

Marvin L. Ferrell

Mr. and Mrs. Douglas S. Jones

Mr. Tom Ferrell

Dr. and Mrs. F. Whitney Jones

Mr. and Mrs. Michael J. Fisher

Ms. Sherry A. Kellett

Mr. and Mrs. Richard P. Budd

Mr. and Mrs. Jerry Francis

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

Mrs. Martha H. Butner

Mr. and Mrs. David Freedman

Mr. M. Carlyle Kinlaw, Jr.

Ms. Sylvia J. Caldwell

Mr. and Mrs. William H. Freeman

Mr. and Mrs. William A. Knott

Mr. Coy C. Carpenter, Jr.

Ms. Cici Fulton

Mr. and Mrs. Charles W. Kraft

Mr. and Mrs. Austin H. Carr

Mr. John K. Gallaher

Ms. Judy Lambeth

Ms. Genie Carr

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

Mr. and Mrs. Thomas W. Lambeth

Ms. Jo Ellen Carson

William A. Goodson

Mr. and Mrs. Robert A. J. Lang

Ms. Peggy C. Carter

Mr. and Mrs. William A. Goodson III

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

Mr. M. Campbell Cawood

Dr. Louis N. Gottlieb

Mr. and Mrs. Bruce Levin

Mr. and Mrs. Terry A. Clark

Mrs. Emma Graham

Mr. and Mrs. James E. Lippard

Dr. and Mrs. David H. Allen Anonymous (8) Mr. and Mrs. John Appel Mr. and Ms. James W. Armentrout Dr. and Mrs. Donald L. Armitage Dr. and Mrs. Philip R. Aronson Mr. and Mrs. Philip S. Auchincloss Mr. Dan W. Austell, Jr. Mr. Wesley Bailey Mr. and Mrs. Charles S. Baldwin III Bank of America Charitable Foundation Mr. and Mrs. H. Grady Barnhill, Jr. Dr. and Mrs. Edward S. Beason Mrs. Jean S. Blanton Dr. Frederick A. Blount Mr. and Mrs. Jack E. Blunk Dr. Ann Q. Bogard Dr. and Mrs. Edwyn T. Bowen, Jr. Mr. and Mrs. Grady E. Boyles, Jr. Mr. H. Michael Britt Dr. Richard Brodkin and Ms. Lois Buerkle

Ms. Judy Mountjoy Mr. and Mrs. R. Frank Murphy Mr. and Mrs. David B. Neal Dr. and Mrs. Lewis H. Nelson III Dr. Virginia K. Newell Mr. Benjamin Noland Mrs. Mary B. O’Connor Mr. Charles J. Palmer III Mrs. Zetta F. Parks Mr. and Mrs. Charles C. Patton Dr. and Mrs. V. Paul Pauca Mr. and Mrs. John R. Perkinson, Jr. Mr. and Mrs. Clifford W. Perry, Jr. Ms. Susan Pfefferkorn Mr. and Mrs. Cliff Purcell Mr. and Mrs. George A. Ragland Dr. Mae L. Rodney Ms. Daisy Rodriguez

Mr. and Mrs. David C. Twine Mr. and Mrs. Stuart F. Vaughn Mr. and Mrs. William R. Wallace, Jr. Walnut Cove Colored School Mr. and Mrs. J. Dudley Watts, Jr. Mr. and Mrs. David C. Wesson Mr. and Mrs. Harden B. Wheeler, Jr. Mr. and Mrs. William T. Whitaker II Wilco Hess Mr. and Mrs. J. Tracy Wilkerson Ms. Cynthia A. Williams Mr. and Mrs. John G. Williard Mr. and Mrs. Ben S. Willis, Jr. Mr. and Mrs. J. D. Wilson, Jr. Mr. William T. Wilson III Ms. Ann King Windham Mr. John G. Wolfe III Mr. and Ms. James E. Yarbrough, Jr. Mr. Ralph W. Yokeley

the winston-salem foundation annual report

FUNDS AND DONORS [63]

FINANCIAL OVERVIEW COMBINED STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS (MODIFIED CASH BASIS) DEC. 31, 2012 AND 2011 2012

2011

Cash and cash equivalents

ASSETS

$19,896,356

$12,444,297

Securities

227,843,551

205,608,654

1,058,678

1,081,852

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

-

20,033

17,228,255

16,792,057

3,612,275

4,174,211

997,469

994,840

38,242,912

34,927,740

1,084,720

951,065

$309,964,216

$276,994,749

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

$5,200

$6,141

1,185,295

2,113,148

38,242,912

34,927,740

39,433,407

37,047,029

UNRESTRICTED NET ASSETS: Discretionary

27,191,094

28,137,182

Field of interest

25,198,149

24,664,862

17,860,500

16,368,644

Scholarship Student loan

1,370,176

1,453,203

Donor advised

116,095,115

96,118,668

Donor designated

62,608,627

57,254,723

Agency endowments (Note 2)

15,453,717

14,006,930

Real estate

3,938,892

4,100,878

814,539

(2,157,370)

270,530,809

239,947,720

$309,964,216

$276,994,749

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

Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $23,790,117 and $22,782,825 as of December 31, 2012 and 2011, respectively.

Note 2: For audited financial statements, Statement of Financial Accounting Standards No. 136 classifies agency endowments as liabilities instead of net assets. However, these endowments are legal assets of the Foundation and therefore are shown as net assets in these unaudited finanicals to mirror their treatment on the Foundation’s Form 990.

Note 3: Unpaid grant commitments from endowed funds approved by The Winston-Salem Foundation Committee amounted to $1,587,165 and $2,123,159 at December 31, 2012 and 2011, respectively.

[ 6 4 ] FINANCIAL OVERVIEW

the winston-salem foundation annual report

COMBINED STATEMENTS OF RECEIPTS, DISBURSEMENTS, AND CHANGES IN NET ASSETS (MODIFIED CASH BASIS) YEARS ENDED DEC. 31, 2012 AND 2011 CHANGE IN NET ASSETS

2012

2011

$29,742,196

$36,188,414

3,680,965

4,867,192

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

161,758

270,477

Total receipts

33,584,919

41,326,083

20,215,868

20,865,232

2,792,721

2,667,376

676,077

63,797

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

40,759

27,421

Other disbursements

364,121

318,023

Total disbursements

24,089,546

23,941,849

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

9,495,373

17,384,234

NET REALIZED AND UNREALIZED GAINS (LOSSES)

21,087,716

(6,544,379)

30,583,089

10,839,855

INCREASE IN NET ASSETS NET ASSETS BEGINNING OF YEAR

$239,947,720

$229,107,865

END OF YEAR

$270,530,809

$239,947,720

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. For a complete copy of the 2012 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at todd.slate@wsfoundation.org, or visit our Web site at www.wsfoundation.org.

TOTAL ASSETS (in millions)

273

289

300 269

277

TOTAL GRANTS PAID (in millions) 310

31

31

245

227

24

211

207

21

21 18

19

17

20

15

03

04

05

06

07

08

09

10

11

12

03

04

05

06

07

08

09

10

the winston-salem foundation annual report

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12

FINANCIAL OVERVIEW [ 6 5 ]

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.

J. ANDREWS HANCOCK

JANET P. WHEELER

H. VERNON WINTERS

TOMMY HICKMAN

Chair

Vice Chair

Treasurer

Secretary

President Frank L. Blum Construction Company

Retired Vice President R.J. Reynolds Tobacco Company

Retired Chief Investment Officer Mellon Financial Corporation

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

LINDA GARROU

DR. GARY GREEN

Former N.C. State Senator

President Forsyth Technical Community College

M. CARLYLE KINLAW, JR., CFA

KAY LORD

DAVIDA W. MARTIN

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

Forsyth County Attorney

MIKE WELLS

CYNTHIA

A. WILLIAMS

Financial Advisor Merrill Lynch Retired Senior Vice President Bank of America

CORENA NORRIS-MCCLUNEY Counsel Kilpatrick Townsend & Stockton

[ 6 6 ] F O U N D AT I O N C O M M I T T E E S

Partner Wells Jenkins Lucas & Jenkins

the winston-salem foundation annual report

STAN KELLY Executive Vice President Wells Fargo

Senior Executive Vice President and Chief Corporate Communications Officer BB&T Corporation

THE WINSTON-SALEM FOUNDATION

SUPPORTING

COMMITTEES

2013 ASSET DEVELOPMENT COMMITTEE Gordon W. Jenkins, Chair

Drew Hancock

Anna Reilly

John W. Burress, III

Susan G. King

Napoleon Richardson, Jr.

Robbie O. Chandler

Deborah S. Marshall

Amy K. Smith

Marian M. Douglas

Jim Martin

Kimberly H. Stogner

Lynn Eisenberg

Ward B. Miller

Michael A. Trawick

Linda D. Garrou

C. Edward Pleasants, Jr.

Randall Tuttle

Scott Gerding

James K. Reaves, Jr.

Hayes Wauford

2013 STUDENT AID COMMITTEE

BLACK PHILANTHROPY INITIATIVE 2013 ADVISORY COMMITTEE Rev. Donald Jenkins, Chair

Paula McCoy

Dr. Betty Alexander

Corena Norris-McCluney

Alison Ashe-Card

Crystal Reynolds-Jones

Greg Brewer

Napoleon Richardson, Jr.

Tony Burton

Dr. Charlie Shaw Lydell Thompson

Betty Acey Alexander

Carolyn Gray

Larry Stephenson

Florence Corpening

Brian Allison

Kathy Hoyt

Jane Suitt

RaVonda Dalton-Rann

Shannon Thompson Dr. Lelia Vickers Kayla J. Williams

Scott Bauer

Lamar Joyner

Linda Tilley

Lynn Fuller-Andrews

Cheryle Belo

Barbara Lancaster

Paula Turner

Andrea Jenkins Chris Leak

Mary Ellen Candillo

Barbara Masi

Teresa White

John Candillo

Carolyn Matthews

Nancy Wilson

Carmen Caruth

George McLendon

Malishai Woodbury

Gwenn Clements

Janet Mullins

Karl Yena

Lindy Ellis

Kenneth Raymond

Nancy Young

James Gallaher

Daisy Rodriguez

Mariah Adams

Taylor Hill

Phillip Grande

Ava Smith-Pegues

Chase Beason

Austin Jackson

Jamilla Benton

Sami Lachgar

Peter Bi

Jackie Lin

Sam Blumstein

Sofia Lyons

THE WOMEN’S FUND OF WINSTON-SALEM 2013 BOARD OF DIRECTORS

YOUTH GRANTMAKERS IN ACTION 2012–2013 PARTICIPANTS

Walker Cullinan

Te-Nia MacFarlane

Allison Brashear, Chair

Florence Corpening

Lisa Purcell

Eileene Dowell

Jennifer Matthews

Holly Marion, Vice-Chair

Tonya Deem

Gemma Saluta

Carrie Fulton

Imani McClure

Alison Ashe-Card, Secretary

Tricia DeForest

Renee Taylor

Rachel Glock

Sequoia Miller

Anita Bain, Treasurer

Andrea Kurtz

Mary Craig Tennille

Hannah Harris

Bre’Ida Riddick

Sandra Boyette

Susan McBurney

Ashley Vogel

Wendy Brenner

Allison Norton-Rimron

Tory White

Candice Brown

Karen Pranikoff

the winston-salem foundation annual report

F O U N D AT I O N C O M M I T T E E S [ 6 7 ]

THE WINSTON-SALEM 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-Stewart — Receptionist Leila Warren — Executive Assistant Todd Slate — Vice President, Finance and Administration Betty Johnson — Financial Assistant Mary Jo Morgan — Accounting Associate Dee Smitherman — Comptroller COMMUNITY INVESTMENT Michael Clements — V ice President, Community Investment Edna Barker — A dministrative Assistant, Student Aid Betty Gray Davis — Senior Program Officer Robin Burr DeVane — Grants Manager Kay Dillon — Director, Student Aid Andrea Hulighan — Program Officer Sandra Fishel-Booth — Program Officer Brittney Gaspari — Director, Grants Sabrina Slade — Director, Women’s Fund

Seated ( from left) – Michael Clements, Scott Wierman, Annette Lynch

PHILANTHROPIC SERVICES

First row – Marisa Ray, Sandra Fishel-Booth, Meridith Whitaker, Lisa Purcell

Annette Lynch — Vice President, Philanthropic Services

Second row – Kay Dillon, Andrea Hulighan, Christina Perrin-Stewart, Jonathan Halsey, Robin Burr DeVane, Betty Johnson, Leila Warren, Cici Fulton

Jonathan Halsey — Donor Services Officer Jo Ann Kyslinger — Gifts Processor

Third row – Edna Barker, Jo Ann Kyslinger, Betty Gray Davis, Mary Jo Morgan, Todd Slate

Marisa Ray — Development Officer

Fourth row – Sabrina Slade, Brittney Gaspari, Dee Smitherman, David Gore

Meridith Whitaker — Philanthropic Services Associate

Design: M Creative | Cover and Story Photography: Christine Rucker; Event Photography: David Reavis and Martin Tucker Printing: Hutchison Allgood | Story Writing: Kathy Norcross Watts The inside pages of this annual report contain fiber sourced from well-managed forests.

[ 6 8 ] S TA F F

the winston-salem foundation annual report

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As the city of Winston-Salem celebrates its 100th birthday in 2013, The Winston-Salem Foundation is proud to be one of the city’s oldest and most loyal friends. Since 1919, people of vision and exceptional generosity have partnered with the Foundation to improve life in Forsyth County and beyond. From an initial gift of $1,000 to having well over $300 million in charitable assets today, the Foundation is living proof of Winston-Salem’s great philanthropic history as well as a promise to its future. We join in celebrating the city’s historic centennial as we pledge our ongoing commitment to a community that grows ever stronger through giving.

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

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