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THE WINSTON-SALEM FOUNDATION

2012 REPORT TO THE COMMUNITY | 2011 ANNUAL REPORT

NOURISHING

OUR COMMUNITY


Inside front and back covers: “1,000 Flowers� mosaic wall at The Enrichment Center


NOURISHING

OUR COMMUNITY

WHEN A COMMUNITY is thoughtfully focused on its own nourishment,

actively supporting ideas, ambitions, and initiatives that help strengthen and grow the community for the benefit of everyone, its residents are more likely to live in a spirit of trust and mutual respect. When people believe their community is serious about becoming healthier, and that they have a stake in its bright future, they are better able to see and value the big picture. This is how sustainable progress happens. Proper nourishment is about making smart decisions every day, living with balance and following a plan.

Yes, this takes time. But consider this: however long it takes to nourish, it takes exponentially longer to counteract the damage of not nourishing. We are fortunate to live in a community brimming with nourishing ideas: Growing diverse leadership. Expanding cooperation. Catalyzing positive change. Broadening access to healthcare. Invigorating the arts. Encouraging the local food movement.

The Winston-Salem Foundation is privileged to be involved on an ongoing basis in this essential work.


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N OU R ISH IN G OU R CO M M UNI TY

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G R AN TS

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FUN D S AN D D ON ORS

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FIN A N CIA L OVER VIE W

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FOU N D A TION COMMI 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 – T  o 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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AKE A LOOK at this report’s cover. You’ll see a small bounty of

string beans from the West Salem Community Garden, located on the edge of downtown, an oasis just blocks away from bustling Business 40. Robust with vegetables in the summer heat, this garden is tended by a diverse group of residents who take pride in their neighborhood, in their city, and in nourishing both the minds and bodies of others. And where does the Foundation fit into this picture? One connection is that recent Community Grants have funded a staff position at Cooperative Extension Service to nurture the exploding public interest in developing community gardens just like this one. Community gardens are helping with broad issues that Foundation grantmaking is addressing every day, including health and hunger, but they are also supporting valuable social capital-building, which we also think is very important. Here you’ll find neighbors of diverse races, religions, and socioeconomic backgrounds, working together, and getting to know each other, all the while growing bushels and bushels of produce to both keep and share. We’d like to encourage that experience throughout Forsyth County and beyond! The first community foundation in the world was established in Cleveland in 1914, and Col. Francis Fries made sure that Winston-Salem was not far behind when he established The Winston-Salem Foundation in 1919 with an initial donation of $1,000. Fast forward 93 years: in 2011 the Foundation made over $20.8 million in charitable grants — more than $2.1 million of which were directed through our Community Grants program, which provides grants to organizations such as Cooperative Extension. These programs are having a positive long-term impact on our community — improving lives in areas as varied as arts and culture, community and economic development, education, health, and human services.

TO THE COMMUNITY

During the 2011–2012 school year, the Foundation helped more than 550 local students achieve their dreams of higher education with more than $1 million in student aid — and for the third consecutive year at that level. Today we have over 1,300 funds established by charitable individuals, families, businesses, and organizations that help support all of this important work. Just as important, however, is an even broader role that we play. The Foundation provides independent, objective, and visionary community leadership, by convening partners, resources, and ideas to create positive change in Winston-Salem. We help identify current and emerging issues and serve as a catalyst of collaboration, inviting individuals, governmental agencies, corporations, and community nonprofits to the table — helping to move our community forward — together. Please know that The Winston-Salem Foundation is your community foundation — join with us as we nourish our community for many years to come!

KAY D. LORD

SCOTT F. WIERMAN

Chair

President

The Winston-Salem Foundation Committee

The Winston-Salem Foundation

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OVERVIEW [ 3 ]


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2012

COMMUNITY LUNCHEON

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RECORD CROWD of almost 1,000 community members gathered

on May 2 at the Benton Convention Center for the 2012 Community Luncheon, which highlighted the growing local food movement. Keynote speaker Dr. Nancy Creamer, director of the Center for Environmental Farming Systems and distinguished professor at N.C. State University, spoke about the movement’s positive potential impact on economic development, health, social capital, and access to locally grown food in our community. More than 70% of the luncheon menu’s ingredients were intentionally sourced from North Carolina, giving attendees an example of how making deliberate choices to support regional farmers can make eating healthier, while also positively impacting the greater economy. During the program, John Burress was presented with the 2012 Winston-Salem Foundation Award, and five 2012 ECHO Award recipients were announced: Adventure Sail, El Cambio, CHANGE Member

Network, Forsyth Humane Society’s New Leash on Life program, and Dirk Robertson. The luncheon culminated with a community update from Forsyth County Manager Dudley Watts, who described the local food study currently being conducted by Forsyth Futures and funded by Forsyth County and the Foundation. Study results should be available in December 2012. Our appreciation goes to Cooperative Extension Service of Forsyth County for their participation in the luncheon program and for growing the robust plants that served as centerpieces and that were offered to attendees to share with others or plant in their own gardens. Many thanks to our 72 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 calendar for next year’s luncheon on Wednesday, May 1, 2013!


Forsyth County Manager Dudley Watts

Keynote speaker Dr. Nancy Creamer the winston-salem foundation annual report

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2012

AWARDS

THE WINSTON-SALEM FOUNDATION AWARD

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HIS 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. The 2012 Winston-Salem Foundation Award was given to John Burress, who has been a supporter, advocate, and resource for much of Winston-Salem’s nonprofit community for decades. John highly values excellence in education, and he has recently focused much support toward programs for students with learning differences.

trating the recent merger of Triad Academy into a division of Summit School. He was also a key advocate for the establishment of ABC of NC Child Development Center, which now provides services for over 100 children with autism in our community, most of whom could not otherwise afford quality behavioral interventions. John has spent many days at the North Carolina legislature to encourage increased aid for autism as well as insurance coverage for autistic children. This award was selected by a committee comprised of members of various Foundation committees as well as the community-at-large. This very well-deserved recognition comes with a $10,000 Foundation grant, which John designated to the Augustine Project for Literacy and to the WinstonSalem Street School.

THE ECHO AWARDS

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John Burress (center) with Drew Hancock and Scott Wierman

John has served as a steady and dependable advocate of Triad Academy, a community resource for children with dyslexia and reading and writing disabilities. John led the effort to triple Triad Academy’s financial aid budget, and he was instrumental in orches[6] YEAR IN REVIEW

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STABLISHED IN 2001, the ECHO Awards 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 2012 ECHO Awards were jointly presented by the Foundation and the ECHO Network at the May Community Luncheon. Congratulations to award recipients Adventure Sail, El Cambio, CHANGE Member Network, Forsyth Humane Society’s New Leash on Life program, and Dirk Robertson for uniquely connecting people and building trust ­— and for making our community a better place for all. The ECHO Awards were selected by a committee representing the Foundation, the ECHO Network, and the community-at-large. Recipients received $1,000 to grant to a nonprofit organization of their choice. For more information on social capital-building in our community, go to www.echonetwork.org.


2012 ECHO AWARD RECIPIENTS Forsyth Humane Society’s New Leash on Life program Robert Leak III; Natasha Gore; Mark Uren, Forsyth Humane Society Executive Director; past participant DeWarren Carter; and Drew Hancock

CHANGE Member Network Robert Leak III, 2009 ECHO Award Recipient; Natasha Gore, ECHO Network Executive Director; Ryan Eller, Mary Lynn Wigodsky, Janet Owen, Hobart Jones, and Mustafah Abdullah of CHANGE; and Drew Hancock, Foundation Committee Vice-Chair

Adventure Sail Robert Leak III; Natasha Gore; Karen Vallecillo-Pereira of YMCA of Northwest NC; Chase Moore, program participant; Fred and Dean Clifford, volunteers; and Drew Hancock

Dirk Robertson Robert Leak III; Natasha Gore; Dirk Robertson; and Drew Hancock

El Cambio Natasha Gore; Robert Leak III; Moises Serrano, Wooten Gough, Giovanna Hurtado, and Uriel Alberto of El Cambio; and Drew Hancock

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LEGACY SOCIETY DINNER

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N NOVEMBER 2011, the Foundation hosted 225 Legacy Society

members at historic WinMock at Kinderton, once one of the largest dairy farms in North Carolina. The evening included conversation, dinner, and Foundation highlights, as well as remarks from representatives of, and participants in, two programs that were past Community Grant recipients. Attendees heard how these grants have helped the Shepherd’s Center of Greater WinstonSalem’s Congregational Nurse and Health Ministry program, which promotes holistic health in Forsyth County faith communities, as well as the Digital Connectors program, which provides technology and Internet access to low-resource communities. The Legacy Society honors individuals and couples who have established permanent endowments in their lifetimes or who have made a charitable bequest or other planned gift of $10,000 or more. Their generosity greatly contributes to the quality of life in our community, both now and into the future.

Skip and Beth Boswell

Judy and Bill Watson

Nancy Lide with Jim and Mary Allen Martin

Legacy Society members enjoying dinner and conversation

Mary and W.T. Jenkins

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SCHOLARSHIP CELEBRATION

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ORE THAN 200 STUDENTS AND DONORS gathered at

Winston-Salem State University in August 2012 to honor 2012-2013 Foundation scholarship recipients and the donors who made their scholarships possible. The breakfast also celebrated the third consecutive year in which over $1 million in student aid was granted to more than 500 students. The program included a special welcome from Michelle Cook, WinstonSalem State University’s Vice Chancellor for University Advancement. Dr. Amber Baker, principal of Kimberley Park Elementary School, spoke about her educational journey and the support she received from the Foundation’s Kate B. Reynolds Scholarship. Students and donors also heard from Reese Wells, a Nell and Spencer Waggoner Scholarship recipient and a rising senior at UNC-Chapel Hill, as he gave his thoughts on the scholarship, his college experience, and his future aspirations.

Guidance Counselor Dexter Felder of the Early College of Forsyth with student Mario Castro

Maclyn Powell with scholarship recipient Eun-Ju Seo

Annette Lynch of the Foundation with speakers Dr. Amber Baker, Reese Wells, and Michelle Cook

Bill and Cynthia Tessien with scholarship recipient Joshua Ung

A record crowd enjoys the Scholarship Celebration Breakfast at Winston-Salem State University

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YEAR IN REVIEW

BROADENING

PHILANTHROPY

BLACK PHILANTHROPY INITIATIVE

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HE BLACK PHILANTHROPY INITIATIVE (BPI) builds philan-

thropic relationships in the African-American community through both 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 2011, the BPI advisory committee hosted a country buffet fundraiser at the home of Janet and Butch Wheeler. More than 165 people attended, and in addition to wonderful food and fellowship, the crowd heard directly from previous BPI grantees about how the initiative had positively impacted their programs.

BPI Committee members Tony Burton, Alison Ashe-Card, and Rev. Donald Jenkins with representatives from grantees Ashley Elementary School, Forsyth Technical Community College, and Kimberley Park Elementary School (not pictured: Winston-Salem State University)

Food and fellowship were enjoyed at BPI’s October 2011 fundraising dinner

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In February 2012, at a breakfast event at Winston-Salem State University, BPI announced four education grants totaling $17,544. Grant recipients were: Ashley Elementary School, Forsyth Technical Community College, Kimberley Park Elementary School, and WinstonSalem State University, for programs supporting African Americans in the area of education. Over the course of the past four years, the Black Philanthropy Initiative has provided over $83,000 in program grants to local nonprofits in the areas of education, financial literacy, and parenting and life-skills training. BPI announced its fifth grant cycle in late summer 2012, requesting proposals for programming focusing on financial literacy in the black community, and grant recipients will be announced in early 2013. 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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N 2011, THE WOMEN’S FUND launched a series of events known

as the Social Change Exchange. The Social Change Exchange is an occasional forum where Women’s Fund members, grantee partners, and the community can discuss the issues raised in The Fund’s groundbreaking report — Through A Gender Lens: The Economic Security of Women and Girls in Forsyth County and other pressing social issues impacting women and girls in our community. Topics at these events included: The Intersections of Race, Gender and Poverty; Our Community’s Childcare Crisis; and Teen Pregnancy. In 2011, The Women’s Fund was featured in the Women’s Funding Network’s report Twelve Women’s Funds in the South: Common Context, Collective. The report represents a collaborative effort to present the common context and collective impact of 12 women’s funds working to address the critical issues affecting women in the southern United States. At their annual luncheon in November 2011, The Women’s Fund awarded $108,856 in grants to six local nonprofit organizations to address the economic security of women and girls in Forsyth County, and they also

2011 grant recipients at The Women’s Fund luncheon

set aside $20,000 for a teen pregnancy prevention mini-grant program. The teen pregnancy prevention mini-grants were awarded to nine organizations in May 2012 following the release of the Issue Brief entitled Teen Pregnancy and Parenting: Community Concern, Community Solutions. More information about The Women’s Fund may be accessed at www.womensfundws.org.

YOUTH GRANTMAKERS IN ACTION

books for Cook Elementary HE 2011–2012 SCHOOL YEAR brought with it an enthusiastic new School; group of Youth Grantmakers in Action (YGA). By the end of the school P.E.A.C.E. year, this diverse group of teenagers from 11 area high schools had developed Academy of grant guidelines, solicited grant proposals, and made grants to four youth-led Winston-Salem projects in Forsyth County. for addressing YGA members had many opportunities for learning and fellowship youth bullying throughout the year, including an August full-day retreat and the October and violence; 2011 NC Youth Giving Summit, which drew youth grantmakers from across and WinstonYouth Grantmakers in Action with their 2012 grant recipients the western portion of the state and provided leadership and networking Salem Youth opportunities. Council for making gift baskets for Habitat for Humanity families. In April 2012, YGA held its annual grant celebration at Delta Fine Arts YGA’s grants are funded through the Foundation’s Youth Philanthropy Center. Four grants totaling $2,005 were made to Forsyth County youth for Initiative Fund; the endowment fund grows each year through YGA parpositive projects that will make a difference in our community. Grant recipi- ticipants’ fundraising, as well as through donor contributions. For more ents were: Health Occupations Students of America for making quilts for information on YGA, go to www.youthgrantmakersinaction.org. Victory Junction youth; Mount Tabor High School Key Club for purchasing

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NOURISHING

OUR COMMUNITY

AS THE WINSTON-SALEM FOUNDATION collaborates with individuals and organizations representing

a variety of diverse interests, a common theme arises: We are all dedicated to nourishing a strong and healthy community. Our organization’s purposeful involvement in Forsyth County goes back to 1919, a rich history for which we remain ever grateful. On the following pages we highlight a few success stories that illustrate great moments of community nourishment. Whether for individuals or organizations, the environment or the economy, the arts or education, for big initiatives or small inspirations, the Foundation stewards community-born ideas and resources so they can grow and make life better for all.

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COMMUNITY GRANTS

NOURISHING A NEIGHBORHOOD NC COOPERATIVE EXTENSION SERVICE, FORSYTH COUNTY

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N ANY GIVEN SUMMER EVENING, neighbors carefully tend to

vegetables in the West Salem Community Garden. Eighteen raised vegetable beds hold a lush collection of seasonally appropriate crops, including tomatoes, okra, eggplant, carrots, radishes, colorful flowers, basil, thyme, and other herbs. Plastic bags full of fresh vegetables dangle along the split rail fence lining the garden edge until someone stops by to pick one up. “If you want the food, it is available,” notes Jeff Yates, a Cooperative Extension master gardener volunteer and mentor to this community garden who enjoys sharing with and learning from other gardeners. As neighbors dig in the dirt, weed, and water the plants together, they sow seeds for food and for friendships. But the real beauty of the garden comes from the many ways it touches the community. “It’s two-fold,” says Del Perry, who founded the garden in 2004. “The people who are here usually have a better community sense of the needs in the neighborhood, and certainly people who need the food benefit from it.” Irma Jackson, a master gardener who also lives in the community, says, “Without somebody thinking about these people, some of them would fall through the cracks.” In 2004, Perry asked, and Piedmont International University agreed, to allow neighbors to use its land on the corner of South Green and Bank Streets for a community garden. The West Salem community is diverse

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and includes renters, homeowners, and large and small businesses. Residents come from a range of socioeconomic means and ethnicities. The garden serves as a central place where people can stop and chat. Garden chairs beneath a big shade tree are placed there as a gathering spot. Jeremy Holderfield works in the neighborhood and has enjoyed getting to know folks of different ages who garden together. “It’s a direct way of helping people,” he says. West Salem’s garden is one of the 100 community gardens Mary Jac Brennan with the Forsyth Cooperative Extension Service supports as community garden resource coordinator. Not only does she work directly with the community gardens, she has also developed gardening leadership through a mentoring program in which volunteer master gardeners and other experienced area gardeners are matched with community gardens to share their expertise. Brennan has also begun linking community gardens to nearby local food pantries that give fresh produce to individuals who need it. And the bounty is growing: last year, the West Salem gardeners alone gave away 595 bags of fresh vegetables, and this year’s goal is 1,000 bags. Community gardener Ledon Lopez, originally from New Jersey, enthusiastically offers to share his recipe for the vegetarian lasagna he has made with eggplant and other vegetables that he’s growing. “All of us, it just brings the community together,” Lopez says. “You get to know your neighbors and help neighbors.”


THE FOUNDATION AWARDED $40,000 to support the Cooperative Extension Service’s community garden resource program in 2010 and granted $35,000 in 2011 to support the program for a second year. The grant enabled the agency to hire a community garden resource coordinator, to establish a mentoring program for community gardens, and to support 100 community gardens that gave away approximately 8,000 pounds of fresh produce in 2011.


IN 2007 THE WEBERS ESTABLISHED the Art and Dannie Weber Education Fund, a field of interest fund for education, the Art and Dannie Weber Fund for Forsyth Technical Community College, and the Art and Dannie Weber Scholarship. They also established a charitable remainder trust at the Foundation in 1998 and are members of the Foundation’s Legacy Society.


DONORS

SUPPORTING EDUCATION, CHANGING LIVES DANNIE AND ART WEBER

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ANNIE AND ART WEBER LEAD VERY ACTIVE LIVES, but they

have never been too busy to remember their adopted community of Winston-Salem, which they say has given them so much. The Webers first lived here in the late 1950’s when Art was a pharmaceutical sales representative, and he says, “We fell in love with this community.” After moving back to Art’s home state of Indiana for six years, the couple was able to return to Winston-Salem for Art’s new position at R. J. Reynolds Tobacco Company. He says, “Winston-Salem had everything that a young family would love to have.” He adds, “We’ve been here ever since, happy as can be.” Art and Dannie opened a Sir Speedy Printing franchise in WinstonSalem in 1974 and purchased an existing store in High Point in 1982. Both remain family businesses today. Early on they had heard about “the special Foundation” here in Winston-Salem, and they were impressed that a city this size could have such a strong community foundation. “I wanted to see if it really worked,” Art says. “It does. The way the Foundation is set up, they’re very helpful without being demanding. There are so many ways to support the community.” The Webers have a deep belief that education is the key to a successful community. “It’s the foundation of everything,” Dannie says. And because of that, the Webers decided to target their philanthropic resources to provide educational support for the community and opportunities for students who might not otherwise be able to afford it. The Webers’ field of interest fund for education has supported a Community Grant to Bolton Elementary School’s Girl Talk mentoring program, which targeted girls who were at-risk of dropping out of school due to behavioral problems. Dannie says that the program’s success further

validated their belief that the Foundation knows how to maximize community resources. She says, “We know it’s going to be done well.” The Webers also established a designated fund for Forsyth Technical Community College after learning that one of Forsyth Tech’s largest segments of students is comprised of single mothers trying to get an education. “I think we are blessed here in Winston-Salem with Forsyth Tech,” Art says, noting that not only is the campus impressive, it also offers a wide variety of classes for students of all ages to help them move forward — even Dannie has been a student there. She has taken Spanish at Forsyth Tech for a number of years and is happy to be able to practice her second language while volunteering at the Community Care Center. “It’s so important for young people who want a higher education to be able to get one,” Art says. “If funds are a problem, then scholarships can help young people move ahead. I think it’s great that the Foundation is set up to help so many.” The Webers also established a student aid fund at the Foundation to support college students both in Forsyth County and in Alleghany County, where the couple has a mountain cottage. They have enjoyed getting to know their scholarship recipients and following their college years. They even have a special file for the thank you notes they’ve received from students who have been able to further their education as a result of their funds administered by the Foundation. “Reading those notes just touches me so much,” Art said.

“It’s so important for young people who want a higher education to be able to get one,” Art says. “If funds are a problem, then scholarships can help young people move ahead.”

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COMMUNITY GRANTS

1,000

FLOWERS SOW SEEDS OF FRIENDSHIP THE ENRICHMENT CENTER

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EMEMBERED JOKES AND EASY LAUGHTER reveal a lasting bond

between Winnie Pompell, who attends The Enrichment Center, and visiting artist Jan Detter. Their friendship began when they worked together on “1,000 Flowers,” a mosaic that has become a focal point for the entrance to the Center’s Gateway Gallery. Detter, who has been creating public art since 1975, served as a resident artist at the Center in 2011 where she worked with students to build the mosaic wall. They created 1,000 flowers out of discarded items such as buttons, beads, door pulls, bits of glass, and mirrors. The project was funded by a 2010 Foundation Community Grant to support two artist residencies, including Detter’s work.

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“Winnie’s flowers were always better than mine,” says Detter, who teaches creativity and innovation at Wake Forest University. “I think it’s because Winnie has a very open heart. I think she breathes it and lives it, and that open-heartedness has been a great gift to me. Winnie has been my teacher.” “Here the students are so unusually porous in that whatever you put in front of them, they are up for it…. The students here are so flexible in looking at things.” Winnie rides a bus to the Center and has been attending for five years. “It’s a great opportunity,” she says. Almost 30 years ago, a group of parents saw the need for a resource such as The Enrichment Center. Executive Director Valerie Vizena notes, “When children with intellectual and developmental disabilities left the traditional school system, there was nothing for them. What makes us so unique: they have an experience similar to a college experience, not just a safe haven. It was set up to be totally an enriching opportunity.” The Enrichment Center was established in 1983 as an arts-based day program with only three students. Now it serves more than 500 individuals and also offers programs that assist clients in finding employment and in managing their bill paying.  The arts-based program offers classes in studio art, textiles, photography, jewelry, multimedia, digital media, music, percussion, drama, theatre, dance, job training, and functional life skills. Ceramics and mixed-media specialist Stacey Sword-Halsey has also worked with Winnie on several projects. Stacey says one of Winnie’s lessons in particular has stayed with her: “Don’t say ‘can’t’.” “There were not many options for this population besides workshops before The Enrichment Center opened,” says Stacey, who has been teaching at the Center for eight years. “This allows them to be who they really are. There are no limitations.”


THE ENRICHMENT CENTER received a 2010 Foundation Community Grant of $19,875 to fund two artist residencies. A previous 2009 Foundation grant of $17,000 was used to construct a sculpture garden to display metal sculptures made by Enrichment Center artists and three local sculptors. In 2007, The Enrichment Center established an Agency Endowment at the Foundation, and funds were raised through a 1:4 matching grant program. Winnie Pompell (l) and Jan Detter


DR. AMBER BAKER received scholarship funding from the Kate B. Reynolds Scholarship, which was established at the Foundation in 1979 to provide financial aid for traditional and non-traditional age students from Forsyth County. Kimberley Park’s community garden project was funded by a 2009 grant from The Women’s Fund of Winston-Salem, and the News Worthy program was funded by a 2011 grant from the Foundation’s Black Philanthropy Initiative.


STUDENT AID

PASSION FOR EDUCATION

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DR. AMBER BAKER

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R. AMBER BAKER SEEMS to be as at home on the playground at

Kimberley Park Elementary School as she is in her office or in a classroom — her affection for her students is palpable. And her childhood memories of growing up during desegregation in Louisville, Ky., have impacted her role as an educator today. Baker, who is beginning her fifth year as principal at Kimberley Park, says, “that experience dealing with racism up close and personal, having a teacher refuse to teach us because of the color of our skin — I was a ball of anger when I got here. I was a fighter.” She moved to Winston-Salem in 1981 and graduated from North Forsyth High School in 1982. She studied marketing and management at Howard University before dropping out and moving back home with her young daughter, Ashlei. “At that point I didn’t have anything to lose. When I had a chance to go back and reinvent myself, I knew education was what I wanted to do.” At the age of 25, with support from the Kate B. Reynolds Scholarship held at the Foundation, Baker enrolled at Winston-Salem State University. “The Winston-Salem Foundation is probably one of the most diverse organizations in terms of what they do,” Baker said. “In other cities, I wouldn’t have been able to go back to school.” She graduated with a degree in elementary and special education and a minor in English and history. At Ohio State University, she completed an accelerated dual-degree program in which she received a master’s degree and a doctorate in curriculum instruction and education administration.

Baker subsequently taught at Winston-Salem’s Kennedy Middle School and then worked in school administration in Charlotte and Minnesota. For the past five years her heart and her home have been at Kimberley Park Elementary School. Baker has passionately pursued unique program opportunities and funding to expand her students’ education. For example, a community garden project was designed to strengthen bonds between 4th-grade girls and their mothers. A program called News Worthy exposed students to broadcast journalism and in the process strengthened their skills in reading, writing, and public speaking. The school’s campus, which was bare and depressing when she arrived, now boasts three colorful playgrounds, a landscaped stage area, as well as a new running water feature. The school also opens up its grounds for neighborhood gatherings — a wonderful means of community-building. Baker expects a lot from her students in return for her work on their behalf. She says, “My kids don’t get an excuse from me for not doing their best. They don’t get a pass. The answer is education, and education does not just occur in the classroom.”

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DONORS

HONORING A

SON’S MEMORY PAM AND BILL LONGYARD

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HEN PAM AND BILL LONGYARD’S SON TIEN BUI died unexpect-

edly at age 34, they decided to honor his memory by creating a scholarship to help other engineering students. “The best way to preserve his memory is to have something that will last a long time,” Bill says. “A scholarship does that. It’s going to carry on for many years, and hopefully it will inspire many.” In 2007, Bill and Pam established the Tien Bui Scholarship for a Winston-Salem/Forsyth County Schools student attending N.C. State University’s College of Engineering. The scholarship is especially meaningful because both Bill and Pam know what it means to need help during their lives. After her first husband was killed in war-torn Vietnam, Pam gathered her sons Tien, then 3, and Hoan, then 5, and escaped with five other family members to Thailand in a small boat. They later arrived in the United States, where the eight of them shared an apartment. Bill’s early years weren’t easy either. His birth parents were alcoholics, and he and his two siblings suffered malnourishment until they were adopted by a caring couple and saw first-hand how generosity can change lives. Bill and Pam met while working at The Washington Post and eventually moved to Winston-Salem for its affordable quality of life. A gifted student athlete who excelled in wrestling, Tien attended Reynolds High School and the Career Center in Winston-Salem and graduated magna cum laude from N.C. State University with a Bachelor of Science Degree in Electrical Engineering. He later earned a Master of Science in Electrical Engineering. He was an expert in chip technology for cell and satellite phones, and he traveled the world working for Ericsson, Sony, and Texas Instruments. “He could do anything,” Pam says. “He was a people person. He put people at ease.”

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Since it was established in 2007, their scholarship fund has helped five students attend the College of Engineering at N.C. State. The Longyards have met several of their scholarship’s recipients, and Bill says, “They are outstanding.” The Longyards have also decided to include the Foundation in their estate plans, and they are Legacy Society members. “We are not wealthy people,” says Bill, a retired high-school English teacher. Pam is a retired chef. “We want to inspire other middle-class folks. It’s not an elitist thing to be involved in a charity like The WinstonSalem Foundation. The Foundation gives us the comfort to know that our limited charity money is going to be invested and spent wisely; it’s going to go to appropriate recipients.” For Pam, who knows so well the price of freedom, supporting education is a way to contribute to America. For those who receive the scholarships, Pam notes, “They are in a sense Tien’s children. They are benefitting from his work.”

the winston-salem foundation annual report


IN 2007, PAM AND BILL LONGYARD established the Tien Bui Scholarship in memory of their son, Tien, to provide support for an aspiring student in the Winston-Salem/Forsyth County Schools to attend N.C. State University’s College of Engineering. The Longyards are also members of the Foundation’s Legacy Society.


THE SALVATION ARMY received a $25,000 Community Grant from the Foundation in 2011 to support the Academy of Music and Arts. Other music-related Foundation grants to The Salvation Army have included a 2006 grant of $12,500 to enable the purchase of brass instruments and a 2000 grant of $15,935 to start a drum corps for members of the Boys and Girls Club.


COMMUNITY GRANTS

MAKING MUSIC AND CHANGING LIVES THE SALVATION ARMY

T

HE BELIEF THAT MUSIC AND THE ARTS should be available to

everyone led The Salvation Army to create an Academy of Music and Arts that offers high-quality music instruction to children who might not otherwise have the opportunity to participate. “Music can change their lives,” says Sarah Jewett Clarke, the assistant to the Director of Operations at The Salvation Army in Winston-Salem. The Academy began in 2003 with just 15 students, and the program has grown steadily over the years. Now, 55 students ages 7 to 18 regularly attend, and 70 percent come from low-income households. Full-day participation in the summer program costs a maximum of $40 per week, and the Academy also holds afternoon programs during the school year as well as a spring break camp and field trips. “Diversity is abundant,” says Program Director Jeff Clarke. “It’s definitely a part of who we are.” Each student participates in band and plays either brass or percussion, continuing a historical tradition of The Salvation Army, which was begun as a street movement in the 1800s by a Methodist minister who used brass bands to attract people’s attention. Students choose electives such as chorus, music theory, guitar — and a favorite: the drum line. Students who develop an interest in their instruments can borrow them to use in school band programs, and their instructors are experienced, professional musicians. Funding from the Foundation has made a big impact because balancing limited resources is difficult. Other Salvation Army programs, which are providing people with basic necessities such as food and shelter, are in high demand in this economy. “It’s proven that music helps kids in a variety of ways,” Sarah says. “Kids who are exposed to music and music theory score higher in math and reading comprehension.” Yet the Academy offers more than an academic boost. Former Academy participant Rachel Hodge graduated in 2012 from Parkland Magnet High

School and has earned a full college scholarship. For Hodge, the Academy became a “home away from home.” “I wanted a place I could be away from home and make friends, a way to connect,” says Hodge, who this summer has taken on a leadership role as an instructor. “It’s completely changed my life.” “They learn everything; they’ll find something that they like,” says Jeff as he leads several youngsters playing guitars in a Bob Marley song. “I love it: This is a 9-year-old girl that’s shredding it up on the guitar. You see it again and again and again: kids becoming musicians over the summer.” “For a lot of kids, the key is opportunity: giving them something to do, something to be proud of, a place to perform, a place where people can appreciate what they’ve done. I really feel like we’ve accomplished that.”

the winston-salem foundation annual report

N O U R I S H I N G O U R CO M M U N I T Y [ 2 5 ]


GRANTS 2011 Foundation grants provide significant support to 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 2011, the Foundation: > Made more than $20.8 MILLION in TOTAL CHARITABLE GRANTS, the majority of which remained in our local service area > Awarded more than $2.1 MILLION through our COMMUNITY GRANTS PROGRAM > Assisted more than 550 STUDENTS with STUDENT AID support totaling over $1,000,000* in the 2011–2012 school year

*$892,000 in Scholarships and $143,000 in Student Loans

[26] GRANTS

the winston-salem foundation annual report


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 as well as funds that are advised by outside committees.

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

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, go

and Field of Interest endowment funds that have been established

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% <1% OTHER GRANTS

2011 FOUNDATION GRANTS

AGENCY ENDOWMENT GRANTS

4% SCHOLARSHIPS

12% DESIGNATED GRANTS

(by Fund Type)

43% DONOR-ADVISED (NON-ENDOWED) GRANTS

13% COMMUNITY GRANTS

26% DONOR-ADVISED (ENDOWED) GRANTS the winston-salem foundation annual report

GRANTS [27]


COMMUNITY GRANTS 2011

In 2011, 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.

2011 COMMUNITY GRANTS (by Program Area)

3% RECREATION

3% ANIMAL WELFARE

4% HEALTH

5% ENVIRONMENT

30%

9%

HUMAN SERVICES

ARTS & CULTURE

11% COMMUNITY & ECONOMIC DEVELOPMENT

20% PUBLIC INTEREST

[28] GRANTS

the winston-salem foundation annual report

15% EDUCATION


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

reflective of their personal interests, and the Foundationâ&#x20AC;&#x2122;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 2011, 20 DONOR-ADVISED FUNDHOLDERS contributed a total of $56,562 toward the partial or full

funding of Community Grants in a wide variety of interest areas. This funding is impactful â&#x20AC;&#x201D; it equates to the estimated annual income that would be generated by a $1,256,933 endowment! As such, we are most grateful for our 2011 GRANTMAKING PARTNERS: Anonymous

Jane Craven

Walt and Martha Ann Murray

Gordon and Tommy Pfefferkorn

David and Liz Albertson

Mary Eagan

Mil Naugle

Tom and Kem Schroeder

Martha Albertson

Robert and Amy Egleston

Lucian and Robie Neal

John and Peggy Taylor

Gayle Anderson and Carey Hedgpeth

Bob and Lisa Gfeller

Katherine W. Otterbourg

Randall and Claire Tuttle

Woody and Helen Clinard

Jim and Debbie Millis

Dwight and Annie Pardue

Ralph H. Womble

the winston-salem foundation annual report

GRANTS [29]


COMMUNITY GRANTS 2011 ANIMAL WELFARE ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Dog Park at Tanglewood

$30,000

to assist with construction of a dog park

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

Forsyth Humane Society

$40,000

for additional staff

Edna B. Parkin Georges Animal Fund

TOTAL 2011 COMMUNITY GRANTS TO ANIMAL WELFARE

$70,000

ARTS AND CULTURE ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Ava Gardner Museum

$2,500

for exhibit redesign

Ava Gardner Fund

Carolina Music Ways

$5,000

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

Samuel A. and Roslyn S. Harris Fund

Körner’s Folly Foundation

$25,000

for a resource development/marketing manager

George and Edna Blanton Fund, Walter V. and Martha W. Murray Advised Fund

NC Black Repertory Company

$38,250

to hire an audience development manager

Charles Babcock, Jr. Field of Interest Fund, Eisenberg Family Fund for Arts and Culture, Gayle Anderson/Carey Hedgpeth Fund, Walter V. and Martha W. Murray Advised Fund, Tuttle Family Charitable Fund

Salvation Army

$25,000

to support the Academy of Music and Arts

Samuel A. and Roslyn S. Harris Fund, Katherine W. Otterbourg Fund

SECCA Foundation

$20,000

for an exterior lighting project

Charles Babcock, Jr. Field of Interest Fund

Twin City Stage

$25,000

to support a collaborative playbill for five community theatres

Community Arts Fund

Winston-Salem Symphony

$40,000

to support audience development and marketing efforts

Samuel A. and Roslyn S. Harris Fund

Winston-Salem Symphony

$6,000

to support collaborative planning with the Greensboro Symphony Orchestra

Samuel A. and Roslyn S. Harris Fund

Winston-Salem Theatre Alliance

$13,000

to fund a marketing and development consultant and advertising materials for a third year

Charles Babcock, Jr. Field of Interest Fund

TOTAL 2011 COMMUNITY GRANTS TO ARTS AND CULTURE

$199,750

COMMUNITY AND ECONOMIC DEVELOPMENT ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Creative Corridors Coalition

$50,000

to help create a master design plan for roadway infrastructure projects

Mr. and Mrs. Lucian H. Neal Advised Fund, Charles Babcock, Jr. Field of Interest Fund, Charles Babcock, Jr. Discretionary Fund

Downtown Winston-Salem Partnership

$5,000

to support a development position for a second year

Samuel and Elizabeth Rose Fund

Neighbors for Better Neighborhoods

$10,379

to provide funds for neighborhood projects and programs

George and Edna Blanton Fund

Neighbors for Better Neighborhoods

$50,000

to support the development of community assets in neighborhoods

Lila Church Bradford Memorial Fund, Charles E. Norfleet Memorial Fund, Richard E. Ashburn Trust

to help support the restoration of the historic Red Bank School

J.C. Tise Fund

to help support a pool of funds to support operating costs and technical assistance for mature and emerging community development corporations

Louise Futrell Fund, The Community Fund, Henry M. Carter, Jr. Fund, Nancy T. Pleasants Community Development Fund, R. Edward Lasater Endowment Fund, Dr. Calvin and Ruth H. Ogburn Trust

Save Historic Red Bank School

$5,000

Winston-Salem Community $125,000 Development Support Collaborative

TOTAL 2011 COMMUNITY GRANTS TO COMMUNITY AND ECONOMIC DEVELOPMENT

[30] GRANTS

the winston-salem foundation annual report

$245,379


EDUCATION ORGANIZATION NAME Benjamin Mays Scholars

GRANT AMOUNT $500

PROJECT DESCRIPTION

FUND NAME(S)

to support the We the People debate team

Youth Activities Fund

Childrenâ&#x20AC;&#x2122;s Museum of $30,000 to help support a development and marketing position Winston-Salem for a second year

Jessica T. Fogle Fund, Camp Robert Vaughn Fund, Walter V. and Martha W. Murray Advised Fund, Thomas D. and Katherine E.M. Schroeder Fund, James and Deborah Millis, Jr. Fund

Community Education $50,000 to support family engagement positions in the Collaborative Winston-Salem/Forsyth County Schools

A. Tab Williams, Jr. Public Education Fund, Robert A. and Constance C. Emken Education Fund, Art and Dannie Weber Education Fund, Jessica T. Fogle Fund, A. F. Clement Trust for Youth

Crosby Scholars Community $6,500 to support a part-time senior advisor for a second year Partnership

Robert A. and Constance C. Emken Education Fund, John A. and Marguerite B. Taylor Fund, Walter V. and Martha W. Murray Advised Fund

Kappa League of Winston-Salem

to fund a historical enrichment experience for young men

Youth Activities Fund

for a program coordinator

Harvey Seward Martin Fund, Elizabeth Lovett Education Endowment, Walter V. and Martha W. Murray Advised Fund, Ava Gardner Fund, Richard and Becky Davis Fund for Education, George and Edna Blanton Fund, Anonymous

Neighborhoods of Promise

$1,000 $25,000

Northwest Child Development $45,000 to support an education technology integration specialist Centers

Joseph G. Gordon Fund, D. Elwood and Helen H. Clinard Fund, J.C. Tise Fund

One Economy Corporation

to support the Digital Connectors program for a second year

Edna B. Parkin Georges Youth Fund, Walter V. and Martha W. Murray Advised Fund

to support Peace Academy

J.C. Tise Fund

for marketing and communications

Harriet Taylor Flynt Fund

The Centers for Exceptional $20,000 Children

to support an additional nurse for the children at The Centers for Exceptional Children for a second year

Claire Lockhart Follin-Mace Fund

Winston-Salem Street School

to provide support for accreditation activities for a second year

A. F. Clement Trust for Youth

Winston-Salem/Forsyth $33,180 County Schools

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

Mae W. Hubbard Trust, A. F. Clement Trust for Youth, Thomas H. Davis Advised Trust

Winston-Salem/Forsyth $29,652 County Schools

to support the high school component of Rachelâ&#x20AC;&#x2122;s Challenge

J.C. Tise Fund

Winston-Salem/Forsyth $8,445 County Schools

to determine how to improve progress for special education students by using Android tablet technology

Claire Lockhart Follin-Mace Fund

Winston-Salem/Forsyth $14,731 County Schools

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

Lila Church Bradford Memorial Fund, Jessica T. Fogle Fund, A. F. Clement Trust for Youth

YMCA of Northwest NC

for the Ledges afterschool program for a third year

J. Frank and Mary S. Mock Fund

Piedmont Triad Regional Council The Centers for Exceptional Children

$20,000 $1,000 $10,000

$10,000

$10,000

TOTAL 2011 COMMUNITY GRANTS TO EDUCATION

$315,008

the winston-salem foundation annual report

GRANTS [31]


COMMUNITY GRANTS 2011 ENVIRONMENT ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Carolina Farm Stewardship $30,000 to employ a program manager and match EBT benefits Association at the farmers market

Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund – Unrestricted, Mil and Marsh Naugle Fund, Donna Germain Rader and Martin H. Rader Fund, R. Worth Allen and Atha J. Allen Fund, Hayes and Amy Wauford Fund, Frank E. Llewellyn T.B. Fund, John W. and Alice Rose Alspaugh Memorial Funds

NC Cooperative Extension Service, $35,000 Forsyth County

to support the community garden resource program for a second year

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

NC Cooperative Extension Service, $4,000 Forsyth County

to build social capital by expanding community gardens in Forsyth County

Anne Hanes Willis Fund

Paul J. Ciener Botanical Garden

$15,000

to create a new Web site to enhance the garden and its programs

Lila Church Bradford Memorial Fund

Piedmont Land Conservancy

$6,000

to preserve historic fruit orchards in Bethania

Anne Hanes Willis Fund

W-S/FC Community Appearance $4,000 Commission

to support beautification at three schools in Forsyth County

Anne Hanes Willis Fund

Yadkin Riverkeeper

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

Charles Babcock, Jr. Discretionary Fund, Gfeller Family Fund

$22,500

TOTAL 2011 COMMUNITY GRANTS TO ENVIRONMENT

$116,500

HEALTH ORGANIZATION NAME Arts for Life Gardening Guys and Gals

GRANT AMOUNT $6,240 $750

PROJECT DESCRIPTION

FUND NAME(S)

to expand the music fellowship program

Samuel A. and Roslyn S. Harris Fund

for a nutrition enrichment program

Youth Activities Fund

SECU Family House

$30,500

to support the manager of educational services

The Community Fund

Southside United Health Center

$40,000

to fund a family medicine clinic on the Southside

Katherine W. Otterbourg Fund, John W. and Alice Rose Alspaugh Memorial Funds

Wake Forest School of Medicine

$1,000

to support the Pediatric Enhanced Care Program

Twin City Hospital Funds

TOTAL 2011 COMMUNITY GRANTS TO HEALTH

$78,490

HUMAN SERVICES ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

$35,000

for a full-time shelter director

Spencer and Nell Waggoner Charitable Fund – Unrestricted, Bess Gray Plumly Fund

Children’s Law Center of $17,000 Central NC

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

Edna B. Parkin Georges Youth Fund

Crisis Control Ministry

to conduct a facility analysis

Fenwick-Rice Fund, Mary A. Payne Charitable Fund for Human Services, Colin and Mary Louise Stokes Fund, Anonymous

Bethesda Center for the Homeless

[32] GRANTS

$15,000

the winston-salem foundation annual report


HUMAN SERVICES (CONTINUED) ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Exchange SCAN

$38,304

to expand the parent/teen education group

Edna B. Parkin Georges Youth Fund, Nancy R. Baity Trust, Craven Family Fund, L. Gordon and June D. Pfefferkorn, Jr. Fund, D. Elwood and Helen H. Clinard Fund, Ava Gardner Fund, Blount Fund, Mae W. Hubbard Trust, John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial

Family Promise of Forsyth County

$12,500

to support a case management position for a third year

William and Allan Hollan Charitable Fund, Mary A. Payne Charitable Fund for Human Services

Family Services

$35,000

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

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

Horizons Residential Care Center

$57,748

for a major repair to the Atrium building

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

iCan House Services

$30,000

to support a fundraising professional

Harriet Taylor Flynt Fund, Walter V. and Martha W. Murray Advised Fund

NC Victim Assistance Network

$6,402

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

Chrissy Gallaher Victimâ&#x20AC;&#x2122;s Assistance Fund

Next Step Ministries

$15,345

to support a nighttime staff position

Albert L. Butler, Jr. Fund, Etta Mae Pope Trust, Stokes Ivey and Orpha Marie Leonard Pope Family Trust, Marcus Lew Davis Memorial Fund, Ava Gardner Fund, Mary A. Payne Charitable Fund for Human Services

Partnership for a Drug Free NC

$50,000

to help support the costs of a development officer

Harriet Taylor Flynt Fund, Walter V. and Martha W. Murray Advised Fund

Piedmont Down Syndrome $20,000 to support a part-time executive director Support Network

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Prevent Blindness NC

$10,000

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

Claire Lockhart Follin-Mace Fund

Prodigals Community

$18,000

to help support the Best Chance internship program for a second year

Shepherding Fund, George and Edna Blanton Fund, D. Elwood and Helen H. Clinard Fund, Walter V. and Martha W. Murray Advised Fund, Anonymous

$2,500

Riverwood Therapeutic Riding Center

to support a professional development opportunity

Edna B. Parkin Georges Animal Fund

Samaritan Ministries

$50,000

to increase fundraising capacity prior to a capital campaign

Albert L. Butler, Jr. Fund, Martha Albertson Fund, Mr. and Mrs. Lucian H. Neal Advised Fund, Walter V. and Martha W. Murray Advised Fund, Dwight E. and Annie E. Pardue Advised Fund, William D. and Jane F. Hobbs Fund, Mary A. Payne Charitable Fund for Human Services

Second Harvest Food Bank of Northwest NC

$15,000

for Web site design

Bess Gray Plumly Fund

Senior Services

$60,000

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

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

Senior Services

$75,000

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

Harriet Taylor Flynt Fund

Sunnyside Ministry of the $17,000 to support a part-time food pantry manager Moravian Church

D. Elwood and Helen H. Clinard Fund, Charles Babcock, Jr. Discretionary Fund

United Way of Forsyth County

to fund the director of the Ten-Year Plan to End Chronic Homelessness

Mary A. Payne Charitable Fund for Human Services

to fund an overflow shelter for the homeless through collaborative funding with United Way of Forsyth County and Kate B. Reynolds Charitable Trust

Emma Jane Skinner Fund

$20,000

Winston-Salem Forsyth County $3,120 Council on Services for Homeless

Winston-Salem State University $11,100 for a Collaborative for Offender Reentry Enhancement Foundation

Edna B. Parkin Georges Youth Fund, J. Frank and Mary S. Mock Fund, Louis and Gretchen Klaff Trust, Allan M. Hutcherson Fund

Youth In Transition Task Force

John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust

$27,000

to support the Youth In Transition Task Force

TOTAL 2011 COMMUNITY GRANTS TO HUMAN SERVICES

$641,019 the winston-salem foundation annual report

GRANTS [33]


COMMUNITY GRANTS 2011 PUBLIC INTEREST ORGANIZATION NAME CHANGE

GRANT AMOUNT $35,000

PROJECT DESCRIPTION

FUND NAME(S)

to support a new fellow position and to expand the office manager position for a second year

D. Elwood Clinard Charitable Trust

Consumer Credit Counseling $30,000 to support the foreclosure program for a third year Service of Forsyth County

Walter V. and Martha W. Murray Advised Fund, John A. and Marguerite B. Taylor Fund, Kerr and Naomi Pinnix Discretionary Fund, Louis and Jane Shaffner Fund, George and Edna Blanton Fund

ECHO Award $3,000 2011 ECHO Award Grant Designations

BB&T Fund

Forsyth Futures

$75,000

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

The Community Fund, William N. Hailey Fund, Howard Gray Endowment

Forsyth Futures

$25,000

to support an assessment of the impact of local food

Charles Babcock, Jr. Discretionary Fund, Twin City Hospital Funds

HandsOn Northwest NC

$20,000

for additional support to build capacities of nonprofits and increase volunteerism

Samuel and Elizabeth Rose Fund

HandsOn Northwest NC

$62,500

to support capacity building for nonprofits and increase volunteerism

BB&T Fund, The Community Fund, James R. Deadrick Fund, R. Edward Lasater Endowment Fund

$7,500

Historic Bethabara Park

to improve educational resources in the Visitors Center

J.C. Tise Fund

Institute for Dismantling Racism

$20,000

to support a program manager for a fourth year

Vera Goldberg Memorial Fund, Margaret and Harrell Hill Fund

Leadership Winston-Salem

$18,000

to help support a part-time development professional for a second year

Pleasants Hardware Company Trust, Isabel McRae Fund

Rufus Dalton Awards

$4,000

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

Rufus W. Dalton Trust

WinstonNet

$36,000

for an information technology project manager for a second year

Charles Babcock, Jr. Discretionary Fund

Winston-Salem Foundation Award

$10,000

2011 Winston-Salem Foundation Award Grant Designations

BB&T Fund

Winston-Salem Urban League

$30,000

to help support the coordinator position for the Digital Inclusion Initiative

George and Edna Blanton Fund

YWCA of Winston-Salem/ Forsyth County

$50,000

to support the Gateways to Responsibility campaign

Barbara Lasater Hanes Trust, James A. Gray Family Fund

TOTAL 2011 COMMUNITY GRANTS TO PUBLIC INTEREST

$426,000

RECREATION ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Old Hickory Council, Boy Scouts $70,000 to support the capital campaign of America

Sandehill Recreation Fund, George and Edna Blanton Fund, R.J. Reynolds Tobacco Company Fund, Lillian S. Stultz Fund, Camp Robert Vaughn Fund, Wachovia Bank of North Carolina Fund

Winston Elite Youth Sports

$500

to fund registration fees for youth who cannot afford to participate

Edna B. Parkin Georges Youth Fund

Winston-Salem Indians

$500

to support youth who cannot afford the required registration fees

Youth Activities Fund

to support the reading enhancement program

Youth Activities Fund

Winston-Salem Tiny Vikings

$1,000

TOTAL 2011 COMMUNITY GRANTS TO RECREATION

$72,000

TOTAL 2011 COMMUNITY GRANTS

$2,164,146

[34] GRANTS

the winston-salem foundation annual report


FUNDS AND DONORS 2011 FOR 93 YEARS, committed donors have invested generously in the current and future nour-

ishment of our community and beyond. These charitable individuals, families, and organizations have provided substantial support in areas as varied as education and health to arts and culture and human services, enriching the lives of neighbors near and far. At the end of 2011, the Foundation administered more than 1,300 CHARITABLE FUNDS for a wide variety of philanthropic purposes.

1% REAL ESTATE FUNDS

FOUNDATION ASSETS (by Fund Type)

4% DONOR-ADVISED FUNDS (NON-ENDOWED)*

5% AGENCY ENDOWMENT FUNDS

7% STUDENT AID FUNDS

30% DONOR-ADVISED FUNDS (ENDOWED)

13% CHARITABLE LEAD TRUSTS AND CHARITABLE REMAINDER TRUSTS

21% DESIGNATED FUNDS *includes Temporary Funds

[36] FUNDS AND DONORS

the winston-salem foundation annual report

19% 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 be

checking accounts, offer donors a simple and efficient vehicle for

used to meet changing funding opportunities in our community over

annual charitable giving.

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:

DESIGNATED FUNDS are established by donors who wish to provide

CHARITABLE LEAD TRUSTS (CLTS) enable donors to make significant

annual support to specific charities.

charitable gifts for the term of the trust while transferring substantial assets to beneficiaries later.

STUDENT AID FUNDS provide students with scholarships and loans to

pursue their academic goals. Donors may establish scholarship funds

CHARITABLE REMAINDER TRUSTS (CRTS) allow donors and/or a

to support students from a particular high school, church, or county, or

designated beneficiary to receive income for the life of the trust,

for those who attend a specific college or university.

with the remainder going to support charitable causes.

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

or outside committees to make charitable grant recommendations. These funds are a convenient method of simplifying charitable giving and are an attractive alternative to a private foundation. AGENCY ENDOWMENT FUNDS are established by charitable

organizations, which benefit from the Foundation’s professional investment management administration, and allow the agency’s staff and board to focus on providing necessary services to its constituents.

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.). NEW FUNDS IN 2011

PURPOSE

Agnew Hunter Bahnson and Elizabeth Hill Bahnson Memorial Fund

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

Richard K. Scott Memorial Fund Established by clients of Mr. Scott as an unrestricted fund

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

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

Donor-Advised Funds 1990 Established from the proceeds of the sale of Camp Robert Vaughn to support grants for children youth Unrestricted and Field ofand Interest Funds––continued continuedon onnext nextpage page

[38] FUNDS AND DONORS

Established by the estate as an unrestricted fund

the winston-salem foundation annual report


Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

Carolina Steel Endowment Fund

1988 Established as an unrestricted fund to support worthy public purposes

Henry M. Carter, Jr. Fund

1997 Established by friends of Mr. Carter at his retirement as president of The Winston-Salem Foundation as an unrestricted fund

A. F. Clement Trust for Youth

1971 Established in 1970 and repurposed in 2011 to benefit worthy children in Forsyth County in their suitable maintenance

D. Elwood Clinard Charitable Trust

1974 Established as an unrestricted fund by D. Elwood Clinard, Jr. in memory of his father

Community Arts Fund

1985 Established to support programs of arts organizations

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

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

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

the winston-salem foundation annual report

FUNDS AND DONORS [39]


Unrestricted and Field of Interest Funds, continued FUND

YEAR

Victor I. Flow, Jr. Family Fund

PURPOSE

2000 Established by Mr. and Mrs. Victor I. Flow, Jr. as an unrestricted fund

Harriet Taylor Flynt Fund

1998 Established by bequest to benefit the handicapped, the elderly, or others with disabilities

Jessica T. Fogle Fund

1964 Established by bequest to support the education and development of North Carolina children

Claire Lockhart Follin-Mace Fund

1991 Established by family and friends to benefit physically disabled individuals in North Carolina

Louise Futrell Fund

1991 Established by bequest as an unrestricted fund

Chrissy Gallaher Victim’s Assistance Fund

1992 Established in honor of Chrissy Gallaher by family and friends to support victims of violent crimes

Ava Gardner Fund

2005 Established by the Ava Gardner Trust for community grantmaking

Edna B. Parkin Georges Animal Fund

1996 Established by bequest as a special purpose fund to benefit domestic animals

Edna B. Parkin Georges Youth Fund

1996 Established by bequest to benefit disadvantaged youth

Vera Goldberg Memorial Fund

1998 Established by Milton Goldberg in memory of his wife as an unrestricted fund

Joseph G. Gordon Fund

1997 Established by the Z. Smith Reynolds Foundation in memory of Dr. Gordon to benefit disadvantaged youth

Vergil and Vicki Gough Fund

2008 Established as an unrestricted fund

Howard Gray Endowment

1987 Established as an unrestricted fund

James A. Gray Family Fund

1989 Established as an advised fund, then converted to an unrestricted fund at Mr. Gray’s death

William N. Hailey Fund

2004 Established with the remainder interest from the William N. Hailey CRT

Bill and Helene Halverson Fund

2006 Established as an unrestricted fund from a bequest by John W. Halverson

Barbara Lasater Hanes Trust

1988 Established as an unrestricted fund

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

1998 Established by Mr. and Mrs. F. Borden Hanes, Jr. as an unrestricted fund

James R. Hankins Fund

1967 Established by bequest as an unrestricted fund

Carl W. and Annie M. Harris Endowment

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

[40] FUNDS AND DONORS

the winston-salem foundation annual report


Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

Elsie Ann Long Memorial Fund

1995

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

John C. Long, M.D. Fund

1994

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

Elizabeth Lovett Education Endowment

1996

Established as a fund to support education

Thomas Jack Lynch Memorial Fund

1996

Established by an estate gift as an unrestricted fund

Harvey Seward Martin Fund

1996

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

Masich Fund

2004

Established by Jane and Tony Masich as an unrestricted fund

Drane V. McCall Fund for Winston-Salem Beautiful

2008

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

John Alexander McClung, DDS, FACD Trust

1994

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

Isabel McRae Fund

1981

Established by bequest as an unrestricted fund

Michalove Fund

2004

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

Anonymous Trust #2

1999

Established by an anonymous donor as an unrestricted fund

J. Frank and Mary S. Mock Fund

2003

Established through a CRT to benefit needy children in Forsyth County

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

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 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

PURPOSE

Peggy and Ralph Stockton Fund

1995 Established as an unrestricted fund

Ralph and Frances Stockton Trust

1993 Established as an unrestricted fund

Colin and Mary Louise Stokes Fund

1991 Established as an unrestricted fund to support charitable purposes in Forsyth County

Lillian S. Stultz Fund

1982 Established by bequest for general charitable purposes of the Foundation

Sturmer Samaritan Fund

1997 Established by Martha M. Sturmer in honor of her in-laws, Charles A. and Ernestine Hill Sturmer, to provide support for financially needy patients and residents in nursing homes in Forsyth County

The Sunshine Fund

2007 Established by Robert Jasinkiewicz to benefit domestic animals in Forsyth County

Edward and Mary Alice Tarulli Fund

2006 Established with the charitable remainder of a charitable remainder trust to provide services or programs that benefit individuals who are visually handicapped

Robert Edwin Taylor and Margaret Long Taylor Memorial Fund

2005

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

J.C. Tise Fund

1927 Established by bequest to support general educational purposes with an emphasis on programs providing enrichment and outreach

Nelson and Dorothy Tomlinson Fund

1997 Established as an unrestricted fund

Twin City Hospital Funds

1920 Established by the executive board of the Hospital by bequest from John W. Alspaugh to benefit projects on behalf of the medically indigent in the community

Wachovia Bank of North Carolina Fund

1987 Established with a gift for unrestricted use and added to in 1994 in honor of all former and current Wachovia employees and in memory of Herbert Brenner

Spencer and Nell Waggoner Charitable Fundâ&#x20AC;&#x201C;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

[42] FUNDS AND DONORS

Established to provide recreational opportunities for the handicapped

the winston-salem foundation annual report


ENDOWED FUNDS

DONOR-ADVISED FUNDS

D

ONOR-ADVISED FUNDS ENABLE UP TO TWO FAMILY GENERATIONS of donors or outside committees to make charitable grant recommendations. Foundation staff can also assist donors with background information on charities or help identify pressing community

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

NEW FUNDS IN 2011 Susan and Jerry Arnold Trust

Nathan, Jordan, and Nicholas Budd Fund

1998

Joseph B. and Mary M. Dudley Advised Fund

1997

Fries-Willingham Fund

Richard P. and Sylvia S. Budd Fund

1983

Nancy W. Dunn Trust for Spiritual Development

1995

Alice Jane Goodson Fund

Burr Family Trust

2006

Mignon Durham Charitable Fund

1997

Lippard Traumatic Brain Injury (TBI) Fund

John W. Burress Advised Fund

2008

Christopher Richard Eagan Fund

2002

Steve and Carolyn Phelps Fund

Cardwell-Archer Charitable Fund

2001

EHI Fund

2004

Roaring Gap Fund Education Endowment

Douglas and Marilyn Cardwell Fund

2010

Lynn and Barry Eisenberg Endowed Fund

1998

Bill and Judy Watson Fund for the Arts

Mary J. and Kenneth P. Carlson Advised Fund

2000

Elkin Community Trust

1993

Carr Family Advised Fund

2006

C.B. Eller Education Fund

1987

FUND

YEAR

Sam N. Carter and Pauline H. Carter Fund

2000

Grace H. Emken Fund

1993

1997

Cawood Charitable Fund

1993

Ann and John Faris Community Fund

2008

Celeste Tucker Alspaugh Memorial Trust

1964

Lee Chadwell Fund

2002

Finley-Anderson Fund

1994

Robert G. Auchincloss Fund

2000

Chuck and Bobbie Chambers Advised Trust

1992

Firetree Fund

2008

Philip S. Auchincloss Fund

2000

Chapman Family Fund

2010

Robert and Carol Ford Charitable Trust

1996

Marshall B Bass Children’s Fund Endowment

2004

Lucy Hanes Chatham Fund

1949

James A. and Elizabeth K. Fyock Trust

1999

Bartlett and Wyatt Bassett Fund

2004

Lucy Hanes Chatham Library Fund

1951

Gaddy Educator Fund

2010

Andrew Beattie Endowment

2010

Richard T. Chatham Fund

1972

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

1996

Ted and Charlotte Blount Fund

1997

Thomas Lenoir and Anna Hanes Chatham Fund

1998

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

1998

Karla Bolen Memorial Fund

2003

Gerald and Lee Ann Chrisco Family Trust

1998

Genesis Fund

2007

Eleanor and Sam Booke, Jr. Fund

1998

Robert Clark Family Fund

1997

Glade Valley School Fund

1988

Elizabeth E. and Henry M. Booke Trust

1994

Phillip M. Clifton, MD Memorial Fund for Children

2003

Annie Bennett Glenn Fund

2010

Sam and Anne Booke Family Trust

1989

Brenda Kulynych Cline Fund

1998

Madlon and Kirk Glenn Family Fund

2010

Julian R. and Mary P. Bossong Fund

1998

Clover Street Fund

2003

Skip and Beth Boswell Trust

2007

Ron and Jeff Coppage Cancer Fund

1999

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

Braswell Family Charitable Fund

1995

A. Robert Cordell Family Trust

1998

Mike and Wendy Brenner Trust

2002

Joan R. and David L. Cotterill Advised Trust

1994

Paul and Judy Moore Briggs Family Fund

2000

Credence Fund

1997

Royall and Alice Brown Advised Trust

1993

Bill and Betty Gray Davis Fund

2000

Royall R. Brown, Jr. Advised Trust

1992

John and Terrie Davis Family Fund

1999

Budd Group Foundation

2001

DeForest Family Fund

2003

Christopher David Budd Fund

1996

Ashley Holland Dozier Charitable Fund

1998

Joseph R. Budd Family Trust

1997

Driscoll Family Fund

1997

William T. and Sylvia F. Alderson Fund

William A. and Georgia H. Goodson Fund

1968

Louis and Marcia Gottlieb Family Fund

1996

Grace Court Trust

1996

Margaret N. Graham Art Fund

1942

Bernard and Anne Howell Gray Advised Fund for the Community

1998

Green Angel Fund

1997

J.T. Greene, Jr. Charitable Trust

1995

Emily Grousbeck Fund 1988 Donor-Advised Funds – continued on next page

the winston-salem foundation annual report

FUNDS AND DONORS [43]


Donor-Advised Funds, continued FUND

YEAR

Elsie L. Morris Fund

1999

Pearl and Ray Sams Family Trust

2000

Hanes Family Downtown Fund

2003

Morgan Family Charitable Trust

2010

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

2005

R. Philip and Charlotte M. Hanes Community Trust

1988

Gene and Margaret Motsinger Family Fund

2006

Daniel and Linda Sayers Charitable Fund

1996

Harrison Family Fund

2001

Mil and Marsh Naugle Fund

1999

Margaret Scales and Graydon Pleasants Endowment 2007

Sam and Kathryn Hauser Fund

2005

Neal Family Fund

2001

Andrew J. and Ellen N. Schindler Advised Fund

Thomasine Herring Hayes Fund

2009

Lucian and Robie Neal Fund

2002

Adrian R. and Robert D. Shore Trust

1999

L. Stephen Hendrix Fund

2001

Stephen L. Neal Advised Fund

1997

SKM Charitable Fund

2004

Emily Millis Hiatt Fund

2010

T. David Neill Family Fund

1998

Katie Sleap Memorial Fund

2005

Bill and Leslie Hollan Fund

1994

Oâ&#x20AC;&#x2122;Brien Family Fund

2005

Zach Smith Fund

2009

Judith Hoots Family Fund

2005

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

2007

F. Conard and Jean Snyder Fund

2005

B.F. Huntley and Josephine Huntley Trust

1997

Orr Family Charitable Trust

1999

Morris and Lillian Sosnik Memorial Fund

1987

David A. and Roberta W. Irvin Fund

2000

Katherine W. Otterbourg Fund

2003

Jonathan Mark Spaugh Memorial Charitable Fund

2010

Janeway Family Fund

1996

C.T. Overby Youth Golf Fund

2006

William A. and Eleanor W. Starbuck Advised Fund

2010

W.T. and Mary Cobb Jenkins Family Fund

2005

Marlene and Craven Page Trust

1997

William A. and Eleanor W. Starbuck Charitable Fund 2010

Bill Johnson Trust to Benefit Stokes County

1999

Dwight E. and Annie E. Pardue Advised Fund

2004

Rufus T. Stedman Memorial Fund

1931

Florinda C. Johnson Charitable Fund

2005

Harry O. and Margaret W. Parker Family Trust

2006

Nealie Belk Stevens Fund

1962

Garland Johnson Fund for the Benefit of Elkin Public Library

2001

Nathan E. and Lisa J. Parrish Advised Fund

2007

Richard and Wendel Stockton Fund

1997

Eugene and Ann Paschold Fund

1996

Janice Kulynych Story Fund

1998

Bob Pate Memorial Fund

1987

Charles V. Taft Family Charitable Trust

1995

Pauline Davis Perry Fund

1996

John A. and Marguerite B. Taylor Fund

1986

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

1993 1999

Thompson/Rotary Club of Winston-Salem Educational Fund

1950

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

1993

Ruth M. and Clifton E. Pleasants Trust

1990

Michael J. Pollak Trust

1995

J. Michael Johnston Memorial Fund

1996

Jones Family Fund

2006

Christopher and Lucinda Kellam Jones Fund

1997

Thad and Catherine Jones Charitable Fund

1996

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

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

James and Deborah Millis, Jr. Fund

2009

Dr. John H. and Elizabeth B. Monroe Fund

2002

[44] FUNDS AND DONORS

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

Purcell Family Fund

2006

Realty-Analytix Triad Stewardship Fund

2009

David and Deborah Rice Fund

1995

Roaring Gap Fund Endowment

2010

T. Wayne Robertson Memorial Fund

1998

Roslyn Trust

2000

Rubin Family Fund

2000

Tom and Kathy Rucker Charitable Trust

2000

Guy and Liz Rudisill Fund

1993

Benjamin and Avon Ruffin Family Fund

2007

Jack and Betty Runnion Fund

1996

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

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

A. Tab Williams, Jr. Public Education Fund

1996

Catherine R. Williams Family Fund

2003

John W. and Donna H. Willingham Advised Fund

2006

Diana Dyer Wilson Endowment Fund

1971


Donor-Advised Funds, continued FUND

YEAR

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 Development Fund

1985

Winston-Salem/Forsyth County Excellence in Education Endowment Fund

1982

Winston-Salem Police Benefit Fund

1980

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

1999

Wolfe Family Fund

2000

Womanâ&#x20AC;&#x2122;s Club of Winston-Salem

1935

Womenâ&#x20AC;&#x2122;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. 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 benefit from the Foundation’s professional investment management administration, thus allowing their staffs and boards to focus on providing necessary services to their constituents. NEW FUNDS IN 2011

PURPOSE

Buena Vista Median Restoration Endowment Established by neighbors and friends of the Buena Vista Median Restoration Project for use by Keep Winston-Salem Beautiful, Inc. Albert L. Butler, Jr. and Elizabeth Bahnson Butler Fund Established by the Albert L. Butler, Jr. Charitable Remainder Trust to benefit various organizations A.F. Clement Trust – Designated Established in 1970 and repurposed in 2011 to benefit education programs at The Children’s Home Elkin Public Library Endowment Established by the library as an agency endowment Lawrence and Wilda Hine Charitable Fund Established with the remainder of the Lawrence R. Hine Irrevocable Trust for the benefit of Friedland Moravian Church and The Masonic Home for Children at Oxford Outer Banks Relief Foundation Fund Established as an agency endowment Stafford Fund for Bunker Hill Cemetery Established with the remainder of the Donald W. Stafford 2007 Charitable Remainder Trust to support the Bunker Hill United Methodist Church cemetery Pearl Fields Stafford Fund for Salem Academy Established with the remainder of the Donald W. Stafford 2007 Charitable Remainder Trust to support Salem Academy Hal G. Worley Endowment Fund Established with an estate commitment for the benefit of various charities

FUND

YEAR

Louise and Sam Adams Designated Fund

2005

Joyce Adger Endowment for Bethesda Center

2009

Emily Allen Wildflower Preserve Protection and Management Endowment

2001

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

1964

American Red Cross (Northwest North Carolina Chapter) Endowment Fund

1997

Amos Cottage–Harry O. Parker Wing Fund

2004

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

Big Brothers/Big Sisters Services, Inc. Endowment

1996

Mary Leight Booe Fund

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

1989

Perry B. Clark Memorial Fund of Leadership Winston-Salem

1987

Arts Council Endowment Fund

1957

Arts for Life Endowment

2008

Daniel and Jo Ann Boucher Industries for the Blind Endowment

2004

Joel and Blanche Clingman Charitable Trust

2009

Ashburn Trust–Bowery Mission and Young Men’s Home

1970

Gertrude and Morris Brenner Fund

1993

Community Care Center for Forsyth County, Inc. Endowment

2007

Ashburn Trust–World Vision

1970

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

2000

Associated Charities Fund

1928

Nottie Riddle Cook Fund

1986

Sarah Austin Child Development Center Trust

1995

1987

Sarah Austin Family Services Shelter Trust

1991

Planned Parenthood Dewitt Cordell Education Endowment

Mary Ruth B. Barrett Fund

Crimestoppers Endowment Fund

1992

Celestine Pate Bass Memorial Hospice Fund

Crisis Control Ministry, Inc. Endowment Fund

1987

[46] FUNDS AND DONORS

Hal Brownfield Endowment

2007

Nick Bunce Friendship Fund

2002

Bryon Tyler Burdick Memorial Fund

1989

Bess Lee Burke Memorial Fund

2003

2006

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

2000

2007

Calvary Baptist Church Fund

1998

the winston-salem foundation annual report


Designated and Agency Endowment Funds, continued FUND

YEAR

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.

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

2008

James E., Jr. and Betty Jones Holmes Fund

1999

Lawrence Byerly Holt, MD Memorial Fund

1988

Raymond B. Hooker, Jr. Fund–Designated

2000

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

2004 1998

Bunny and Bill Davis Highland Scouting Fund

2000

Hope Trust of Crisis Control Ministry

1995

Enrichment Center Endowment

2006

Judith and Marbry Hopkins Endowment

1996

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

1999

Louise S. Hunter Fund

2004

John H. Felts, M.D. Fund

2000

Institute for Dismantling Racism Endowment

2009

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

Forsyth Jail and Prison Ministries Endowment

2002

Viola and Dwight Jackson Memorial Fund

1999

Otis B. and Genevieve W. Parrish Endowment Fund II 1992

Forsyth County Dental Society Endowment

2010

Ella Mae Johnson Fund

1994

Mary A. Payne Charitable Fund

2009

Friendship Force of Central North Carolina Fund

1987

Johnson Family Cemetery Trust Fund

1999

Lucy Paynter Fund

2005

Guy R. and Florence M. Fulp Charitable Trust

2000

Jimmy Johnson Memorial Fund

2005

2010

Galloway Memorial Episcopal Church Endowment

2009

June Porter Johnson Fund for Salem Academy and College

2006

Peace Haven Baptist Church of Winston-Salem Endowment Fred Taylor Peden Trust of St. Paul’s Wilkesboro

2001

Germanton United Methodist Church Fund

2005

Trey Jones Philmont Scholarship Fund

2007

Penland Endowment for Art Education

2010

J. Kirk Glenn Jr. Endowment for Crisis Control Ministry

2008

Junior League of Winston-Salem Endowment Fund

1998

Penland School of Crafts Fund

1983

Goodwill Industries of NW NC, Inc. Endowment

1997

Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center

2006

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

1997

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

1998

Jane R. Kennedy Endowment Fund

1989

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

2010

Gordon Hanes Memorial Endowment for Crisis Control Ministry

1995

Jennifer Lowy-Dock Fund

1997

Jacob F. Hanes Fund for The Children’s Home

1935

Lowy Fund–Shepherd’s Center

2000

Jacob F. Hanes Fund for Superannuated Methodist Ministers

1935

Anne and Bill Magness Meals-on-Wheels Fund

2008

Joan H. Hanes Fund

1983

G.L. Millsaps Memorial Trust

2000

Lewis Lee and Suzanne Ellis Hawley Memorial Fund

2008

J. William Moir Charitable Trust

2006

Charles E. and Pauline L. Hayworth Fund

1994

Montague Scholarship Medal Fund

1939

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

2010

William G. Montgomery, MD Fund for Senior Services

1995

Henderson Endowment for Galloway Memorial Episcopal Church

2010

National Trust for Historic Preservation in the United States

1981

Ada Hill and Jesse Davis Powers Fund

2005

North Carolina Academy of Physician Assistants Endowment

1992

Mary Hill Habitat for Humanity Fund

1996

George S. Norfleet Bible Fund

1932

Elizabeth C. and Ralph B. Ogburn Fund

1984

Francis D. and Phyllis Canup Pepper, Jr. Fund

1997

Louise A. Peterson Trust

2002

Pfafftown Jaycees Designated Fund

2005

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

Little Theatre Endowment Fund

1996

Richard and Barbara Pope Trust

1998

Lloyd Presbyterian Church Fund

2001

Larriston Hill Powers Memorial Fund

2005

Regina Derwin Lofland Fund

2009 2008

Preservation North Carolina–Winston-Salem Regional Office Endowment Fund

1997

Love’s UMC Capital Needs Fund Love’s United Methodist Church Memorial Fund

2008

Piedmont Opera Endowment Fund

1987

Kerr and Naomi Pinnix Designated Fund

2006

Pinedale Christian Church Fund

1997

Julia Davis Pollard Memorial Fund

1969

Orpha Marie Leonard Pope Fund

1986

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 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

2005

Winston-Salem Piedmont Triad Symphony Heritage Fund

John and Pauline Hoots Waller Trust

1999

Winston-Salem Symphony Chair Endowment Fund

1971

Ina B. Watson Trust

2000

Dorothy E. Wolf Charitable Fund

2010

Wilkes Library Endowment

2001

Wolfe Family Charitable Fund

1996

Wilkes Playmakers Inc. Endowment

2007

Wolfe-Steele Young Life Trust

1996

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

1998

Jane Gilbert Womble Fund

2010

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

1993

William F. and Jane Gilbert Womble Fund for Arbor Acres

2010

1983

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

1996

William F. and Jane Gilbert Womble Fund for Senior Services

2010

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

1995

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

2007

World Law Fund

1994

Shepherd’s Center of Greater Winston-Salem Endowment Trust

2005

LuTelle Sherrill Williams Fund

1986

1999

2001

Irving and Minnie Sheppard Memorial Fund

1999

Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center

Bland and Ada Worley/Blue Ridge Parkway Foundation Trust

1993

Chris Yarborough Memorial Sawtooth Center Library Trust

1998

Diana Dyer Wilson Organ Maintenance Fund Winston-Salem Civitan Fund

2009

YMCA of Greater Winston-Salem Heritage Club Endowment

1995

Special Children’s School– Jacqueline Styers Young 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

Sawtooth School for Visual Art Scholarship Fund

1996

Second Harvest Food Bank of Northwest North Carolina Fund

1997

Senior Services, Inc. Endowment

1994

R.Y. and Eileen Sharpe Fund

Spencer and Nell Waggoner Charitable Fund– Designated

Sloan S. Sherrill Fund

1978

Richard Edmund Shore Memorial Fund

2003

Siloam Baptist Church Endowment Fund

1997

Winston-Salem Delta Fine Arts, Inc. Endowment Fund

1995

Paul and Sara Sinal Fund

1997

Winston-Salem National Little League Endowment

2000

Frances Horne Smith and Howard H. Smith Memorial Fund

1968

Gilbert W. and Gail S. Spencer Fund

2008

Sprinkle Mission Fund

1982

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

[48] FUNDS AND DONORS

the winston-salem foundation annual report

1999


ENDOWED FUNDS

STUDENT AID FUNDS

S

INCE 1923 THE FOUNDATIONâ&#x20AC;&#x2122;S STUDENT AID FUNDS have provided local students with the resources to pursue their academic goals. Donors may establish scholarships or grants with a minimum of $20,000 to support students from a particular high school, church,

or county, or for those who attend a specific college or university. NEW FUNDS IN 2011

PURPOSE

Mark Collier Caudill Scholarship Established by Virginia Whichard Caudill to honor her husband and to provide scholarships for graduating R.J. Reynolds High School seniors A.F. Clement Trust for Scholarships Established in 1970 and repurposed in 2011 as a need-based student aid fund Billy Dwight Memorial Scholarship Established with memorial gifts from friends and family to support scholarships for graduating North Forsyth High School seniors Robin and Danny Greenspun MBA Scholarship Established by Ian Jankelowitz to support scholarships for Wake Forest University MBA students Joyce Kohfeldt Endowment for Crosby Scholars Established as an agency endowment to support scholarships Lambeth Family Scholarship Established by Donny and Pam Lambeth to provide scholarships for graduating Parkland High School seniors Salem Lodge #139 / Robert A. Miller Memorial Scholarship Established in 2009 and endowed in 2011 by Salem Lodge #139 in memory of Robert A. Miller to provide scholarships to graduating high school seniors attending a historically black college or university Bill and Cynthia Tessien Scholarship Established with a grant from the T. Rowe Price Program for Charitable Giving, upon the recommendation of Bill and Cynthia Tessien, to provide scholarships for graduating Parkland High School seniors Woodbine Big Dreams Scholarship Established by The Woodbine Agency, Inc. to provide scholarships for graduating high school seniors who are interested in pursuing careers in the communication arts field

FUND

YEAR

Annie S. Alexander Memorial Scholarship

2009

Ray S. Church Memorial Scholarship Fund

2006

Marlene Marie Pope Flinchum Scholarship

Kate Allred Education Grant

2010

Gwenn Steward Clements Scholarship

2009

Forsyth County Nursing Scholarship Fund

1969

William H. Andrews/HAWS Scholarship Fund

1993

Elmer and Rosa Lee Collins Scholarship

2006

William Ragsdale Froelich Memorial Scholarship

2010

Zack H. Bacon IV Scholarship

2005

Lloyd E. and Rachel S. Collins Scholarship Fund

2001

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

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

2002

Mary Rowena Cooper Scholarship Fund

1991

Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College

2005

2005

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

2004

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

2004

Matthew Alan Gfeller Memorial Scholarship

2009

Marshall B Bass Scholars Endowment Fund at Livingstone College

2007

Serena D. Dalton Scholarship Fund

1977

Joseph E. Davies Scholarship Fund

2002

Marshall B Bass Scholars Fund at Voorhees College

2004

Bunny and Bill Davis Highland Scholarship Fund

2000

F. A. and Charlotte Blount Scholarship

2007 1989

Oliver Joel and Ellen Pell Denny Healthcare Scholarship

1985

Sam L. Booke, Sr. Scholarship Fund Boyles-Eidson Scholarship Fund

2001

Joyce and Jim Dickerson Scholarship Fund

2000

Jeanna Brown Memorial Scholarship Fund

1986

Digestive Health Specialists Scholarship

2010

Tien Bui Memorial Scholarship

2007

Wade and Marcelene Duncan Scholarship Fund

2004

Wes Burton Memorial Scholarship

2005

East Forsyth High School Alumni Scholarship

2002

Carver High School Alumni Association Scholarship 2010

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

2009

2001

Claire Tillson Gladding Scholarship

2010

James A. Gray High School Alumni Scholarship

2002

Josh Gray Memorial Scholarship

2010

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

Jack and Barbara Holt Memorial Scholarship Fund

2000

Brevard R. Hoover, Jr. Leadership Award

2007

the winston-salem foundation annual report

FUNDS AND DONORS [49]


Student Aid Funds, continued FUND

YEAR

Emma Kapp Ogburn Memorial Fund

1946

Art and Dannie Weber Scholarship

2007

Orthopaedic Specialists of the Carolinas’ Nursing Scholarship

2002

Art and Dannie Weber Fund for Forsyth Technical Community College

2007

Willis H. Overby Scholarship

2010

Erma Drum Webster Fund

1996

2007

Jeannette Anderson Parker Memorial Scholarship Fund

2008

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

2001

1996

Otis B. and Genevieve W. Parrish Scholarship

2010

A.T. Williams Oil Company Scholarship Fund

1998

1996

Alice Conger Patterson Scholarship

2007

A. Tab Williams, Jr. Scholarship Fund

2003

Stella B. Johnson Scholarship Fund

1987

William H. and Lena M. Petree Trust

1996

Elizabeth T. Williams Memorial Scholarship

1999

Tripp Joye Memorial Scholarship Fund

2009

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

2004

2007

Kapp-Weaver Scholarship Fund–Greensboro College 1997

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

2004

Edwin H. and Louise N. Williamson Endowed Scholarship

2001

The Winston-Salem Foundation Student Loan Fund

1947

Philo ABC Memorial Scholarship Fund

Winston-Salem Hospitals Consortium Nursing Student Loan Fund

1981

Erica Wolfe Memorial Scholarship Fund

1998

Yadkin County Association of Educators (YCAE) Scholarship Fund

1985

Marcus Raper Zimmerman Scholarship Fund

1983

I.W. Hughes Scholarship Fund

2008

Sergeant Mickey Hutchens Leadership Scholarship

2009

A. Ruth Hutchins Memorial Scholarship

2010

Elizabeth Loving James Memorial Scholarship John Russell Jarman Scholarship Fund Flora Royall Johnson Scholarship Fund

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

1997

J. Lee Keiger, Jr. Family Fund

1999 2007

Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund

2005

Douglas Gray Kimel Scholarship Fund Law Enforcement Benefit Fund

1993

Dean Prim Scholarship Fund

1989

Law Enforcement Family Scholarship Fund

1994

Robert G. Prongay Memorial Scholarship

2001

Leinbach Chain-Breaker Scholarship Fund

1992

Patty Brendle Redway Fund

1996

William H. Lester Packaging and Graphics Scholarship Fund

1990

Kate B. Reynolds Scholarship Fund

1979

2008

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

1998

Johnny Lineberry Memorial Scholarship Fund L.D. and Elsie Long Memorial Scholarship Fund

1980

John S. and Jacqueline P. Rider Scholarship

2004

Love’s United Methodist Church Scholarship for Christian Education

2008

Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund

1996

Love’s United Methodist Church Scholarship Fund

2008

Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund

1998

Edwin E. and Grace Kimrey Maddrey Scholarship Fund

2003

Samuel K. Rowland Trust

1928

Ray and Pearl Sams Scholarship Fund

1999

Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund

2008

Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund

1997

Sharpe Student Loan Fund

1981

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 Scholarship Fund

2003

Gray W. Mock Family Scholarship Chester Arzell and Helen Miller Montgomery Scholarship Fund Paul Holcomb Murphy Memorial Fund

Bruce Shelton Scholarship Fund

1991

Thomas E. Shown, MD Scholarship Fund

2006

2005

Jonathan LaRon Skinner Memorial Scholarship

2010

2007

Paul and Evelyn Snow Scholarship Fund

1998

Ann Lewallen Spencer Scholarship Fund

1995

1983

Stultz Scholarship Fund

1982

Paul Holcomb Murphy Memorial Fund– Invested Income

1983

Summit School Opportunity Fund

2006

Murray Supply Company Scholarship

2006

Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship

1966

Michael Nachman Scholarship Fund

1995

Jeff Turner-Forsyth Audubon Scholarship Fund

2005

NC USSSA Scholarship

2007

Nell and Spencer Waggoner Scholarship Fund

2005

[50] FUNDS AND DONORS

the winston-salem foundation annual report


THE WINSTON-SALEM FOUNDATION

SCHOLARSHIP AND EDUCATION GRANT

T

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

involvement and should exemplify the Foundationâ&#x20AC;&#x2122;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 ESTABLISHED

Stanley D. Hartgrove Memorial Scholarship Fund

1997

W.N. Reynolds Student Loan Fund

1931

2006

Keith Jackson Memorial Fund

1976

M.D. Stockton Education Fund

1927

Leo Caldwell Memorial Student Loan Fund

1923

Andrew Lane Memorial Scholarship

2006

N.D. Sullivan Charitable Trust

1971

Stanley Michael Elrod Scholarship Fund

2004

Lasater Student Loan Fund

1927

George B. Whitaker Memorial Student Loan Fund

1927

Emergency Loan Fund

1937

Rachel Tolson Law Memorial Scholarship Fund

2008

John L. Gilmer Student Loan Fund

1947

Ricky Douglas Mitchell Scholarship Fund

2009

John Gold Memorial Fund

1976

Norfleet Memorial Fund

1976

Mr. and Mrs. David Friedman

Anna Hodgin Hanes Student Loan Fund

1926

Lucy Simmons Puryear Memorial Scholarship Fund

1994

Mr. Colin M. Snyder

Guy J. Bridges, Jr. Educational Fund

DONORS IN 2011

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 2011 Bill Benton Non-Endowed Fund

Masich Family Fund

Prince William Community Benefit Fund (Wine)

David C. Eagan Fund

Hof and Kathryn Milam Charitable Fund

Prince William Community Benefit Fund (Zurlo)

For Katieâ&#x20AC;&#x2122;s Sake

Miller Family Advised Fund

Michael and Jill Rogers Fund

Forsyth Medical Center Community Benefit Fund (Thomas)

Richard H. and Nola G. Miller Advised Fund

Suzie and Dennis Ross Fund

Bo and Jenny Fulton Charitable Fund

Pitt Hopkins Syndrome Fund

Sherwood Forest Elementary School Fund

Kelley and Drew Hancock Advised Fund

Prince William Community Benefit Fund (Belden)

Shaun Edward Stewart Fund

Tommy L. and Patricia B. Hickman Family Fund

Prince William Community Benefit Fund (Fairchild)

Alex and Elliott Turner Advised Fund

Julie Holland Charitable Fund

Prince William Community Benefit Fund (Gary)

Whitaker Elementary Endowment Fund

Hope For The Hopeless - Spencer Meyer Foundation Fund

Prince William Community Benefit Fund (Gutliph)

Winston-Salem Children & Youth Fund

Mike and Brooke Joyce Fund

Prince William Community Benefit Fund (Hoover)

w.u.r.k.s. Charitable Fund

Lineberger Family Fund

Prince William Community Benefit Fund (Magalski)

Tom and Jean Adams Fund

Edward S. and Barbara T. Beason Advised Fund

Henrietta Dibrell Brown Advised Fund

David and Liz Albertson Fund

Stewart and Tracey Beason Charitable Fund

Kenton and Amy Brown Fund

Hannah Albertson Fund

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

Kirby C. Brown Fund

Martha Albertson Fund

Mr. and Mrs. Graham F. Bennett Advised Fund

Patty and Malcolm Brown Fund

Elms and Harriet Allen Advised Fund

Bentley Fund

Rodney C. and Martha R. Brown Fund

Gayle Anderson/Carey Hedgpeth Fund

Deborah L. Best Advised Fund

Callahan Family Fund

Dr. Stephen G. and Cynthia Anderson Advised Fund

Mr. and Mrs. H. Lee Bettis Advised Fund

Canary Fund

Mr. and Mrs. James N. Andrews Fund

Frank L. Blum Fund

Angela and William Carr Advised Fund

ARC Fund

June and Jack Blunk Fund

Susan Cobb Carson Advised Fund

Marie and Guy Arcuri Family Fund

Paul Breitbach Fund

Virginia L. Carson Advised Fund

Douglas D. Arnold and Lynn E. Calhoun Advised Fund

Brendle Advised Fund

Thomas A. and Kay B. Carter Advised Fund

Dan and Margaret Austell Fund

Felice and Richard A. Brenner Fund

David and Deborah Cassels Fund

Dr. Khosrow Bahrani Advised Fund

Mike and Wendy Brenner Charitable Fund

Mr. and Mrs. Thomas H. Caudle Advised Fund

Charles S. and Beth D. Baldwin Advised Fund

James T. and Betty S. Brewer Fund

Cavanaugh Fund

Pam and Bill Ball Advised Fund

Bridgeford Charity Fund

Steve and Tonya Cavanaugh Hope Fund

R. Barrett Family Fund

Michael Britt Family Fund

Hobart and Adelaide W. Cawood Fund

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

Dr. Richard A. Brodkin Advised Fund

Chuck and Bobbie Chambers Advised Fund

Michael and Julie Baughan Fund

Brookfield Fund

Dudley C. and Winborne S. Chandler Fund

Bill and Louise Bazemore Fund

Grace and Jimmy Broughton Fund

Barbara F. Chatham Advised Fund

[52] FUNDS AND DONORS

the winston-salem foundation annual report


Non-Endowed Advised Funds, continued Jerry and Brenda Cheek Charitable Fund

Eisenberg Family Advised Fund

Robin M. Hanes Fund

Childrenâ&#x20AC;&#x2122;s Enrichment Fund

Jerry and Janet Enos Fund

Kathy and Jim Hardison Advised Fund

Christopher Fund

Gerald and Ann Esch Donor Advised Fund

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

Nick and Jennifer Chrysson Advised Fund

Lisbeth C. Evans and James T. Lambie Advised Fund

John and Anne Harrison Advised Fund

Jeff T. and RenĂŠ F. Clark Advised Fund

Falken Family Fund

Hash Advised Fund

Perry and Kelli Clark Charitable Fund

Donna and Michael Fina Advised Fund

Linda Adair Hatcher Memorial Fund for Eating Disorders

Gwenn S. and Michael L. Clements Advised Fund

Gary G. and Diana B. Fleming Fund

Charles H. and Susan R. Hauser Advised Fund

D. Elwood and Helen H. Clinard Fund

Gary Flower Advised Fund

Dick and Karen Hedrick Advised Fund

Kirtan Coan and Al Greene Advised Fund

Representative Dale and Synthia Folwell Family Fund

Dr. Eugene Heise Advised Fund

Sophia Cody Advised Fund

T. Vernon and Jennifer K. Foster Fund

Edna and Jeff Helms Fund

Robert F. Coil Advised Fund

Alice M. Foster-Ficken Fund

Jay and Jane Helvey Advised Fund

Gary W. and Virginia F. Cole Advised Fund

Cecil and Henrietta Foushee Advised Fund

Page Daniel Hill Fund

David and Carole Collins Fund

Sheila F. and John C. Fox Fund

Doris and William Hohman Non-Endowed Advised Fund

Teresa L. Conrad Fund

Alice Dibrell Freeman Family Fund

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

Barry and Dottie Cook Fund

Nella P. Fulton Advised Fund

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

Harry Corpening Fund

Paul Fulton Non-Endowed Advised Fund

Homebuilders Association of Winston-Salem Charitable Fund

James and Barbara Corrigan Advised Fund

Camille and Jim Galloway, Jr. Advised Fund

Bob and Gwynn Hooks Fund

Dr. and Mrs. Robert J. Cowan Advised Fund

Dr. Kenneth R. Gallup, Jr. Advised Fund

Mark and Betsy Hoppe Family Fund

Nancy and Scott Cramer Advised Fund

Caroline Gamble Charitable Fund

Hamilton C. Horton, Jr. Family Advised Fund

Craven Family Fund

Harold and Patricia Garner Donor Advised Fund

Wava Howard Runnymede Beautification Fund

Jane and Penn Craver Advised Fund

John and Linda Garrou Advised Fund

Eric N. Hoyle Advised Fund

Mrs. Elizabeth W. Crockett Advised Fund

Gfeller Family Fund

Robert C. and Catherine C. Huber Advised Fund

O.K. Crouch Family Fund

Jim and Mary Alice Gibbs Advised Fund

Tom and Lucia Hughes Family Fund

Rick and Sara Crowder Charitable Fund

John Munro and Flavel McMichael Godfrey Advised Fund

Ann and Dudley Humphrey Advised Fund

Grace L. Cullinan Advised Fund

Ted and Julia Ann Goins Advised Fund

John W. Hunt Advised Fund

Julia C. Cullinan Advised Fund

Tony and Vi Golding Fund

Hunter Family Fund

Walker M. Cullinan Advised Fund

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

Frank and Margaret Hunter Fund

S. G. Dale Fund

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

Mr. and Mrs. David A. Irvin Advised Fund

Bill and Betty Gray Davis Advised Fund

Thomas O. and Leesa L. Goodson Advised Fund

Jim and Dianne Iseman Charitable Fund

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

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

Susan Cameron (Ivey) Advised Fund

Richard and Mary Dean Family Fund

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

Francis and Adele James Advised Fund

Deaton Family Advised Fund

Kathryn Hanes Snow Advised Fund

Jarrahi Family Advised Fund

Louis Nelson Dibrell III Family Fund

C. Boyden Gray Advised Fund

JG Advised Fund

Patricia Ann Rudolph Dixson Advised Fund

Hunter Gray Advised Fund

Elizabeth G. and Stephen A. Johnson Charitable Fund

Kay and Dan Donahue Fund

Alfa and Gerry Gunzenhauser Non-Endowed Advised Fund

Ann and Halbert Jones Charitable Fund

Mr. and Mrs. James W. Douglas Advised Fund

Carlota G. Haberkern Fund

JSCG Donor Advised Fund

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

Hall Family Fund

Pam and Fred Kahl Advised Fund

Ashley H. and Graham P. Dozier Advised Fund

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

David and Rachel Katzer Charitable Gift Fund

Dale E. and Luci H. Driscoll Advised Fund

Hands and Feet Fund

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

Noel Lee Dunn Advised Fund

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

Sherry A. Kellett Fund

Eagan Brothers LLC Fund

Helen C. Hanes Fund

Stanhope A. and Elizabeth Kelly Advised Fund

Mary M. Eagan Fund

Jim Hanes Fund

Charlie L. Kennedy, MD Donor Advised Fund

Robert and Amy Egleston Advised Fund

Marcus Hanes Fund

Robert M. and Mary R. Kerr Advised Fund

the winston-salem foundation annual report

FUNDS AND DONORS [53]


Non-Endowed Advised Funds, continued Nancy T. and Richard J. Keshian Fund

Judson J. and Alice C. Milam Fund

John and Dominique Patrick Fund

Cornelius Vanstory King Advised Fund

Charles W. Miller Fund

Lucie and Chuck Patton Fund

Robert W. and Candy E. Kiser Charitable Fund

Susan Dibrell Miller Family Fund

Carol and Raymond Pearson Charitable Fund

Edith and Bill Knott Fund

Mist Island Foundation Fund

Peter Perret Fund for Young Musicians

D. Joyce Kohfeldt Fund

J. Frank and Lynda K. Morris Advised Fund

Clifford and Elizabeth Perry Advised Fund

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

Frank and Mary Jo Murphy Advised Fund

Ford and Jeanene Perry Advised Fund

Petro Kulynych Advised Fund

Dan and Bonnie Murphy Charity Fund

Pauline Davis Perry Advised Fund

Gilmour and Nancy Lake Advised Fund

Murphy-Smith Family Fund

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

Lambeth Family Fund

Murray Supply Company Advised Fund

Pfefferkorn Company Advised Fund

Susan and George Lautemann Advised Fund

Walter V. and Martha W. Murray Advised Fund

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

Annette M. Leight Advised Fund

Robert F. and Bonnie L. Naas Advised Fund

Mr. and Mrs. Stephen F. Phelps Advised Fund

Margaret G. Leight Advised Fund

Mr. and Mrs. Lucian H. Neal Advised Fund

David and Ingrid Pisetsky Advised Fund

Mary A. Leight Advised Fund

J. & J. Neely Advised Fund

William Pitser Advised Fund

Kathy and Mike Lewis Fund

David and Scottie Neill Advised Fund

Margaret Scales and Graydon Pleasants Advised Fund

Lillieâ&#x20AC;&#x2122;s Friends Foundation Fund

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

Nancy and Ed Pleasants Advised Fund

Dr. A. Stanley and Mary Margaret Link Fund

William Robert and Elizabeth H. Newell Advised Fund

Ruth M. and Clifton E. Pleasants Fund

George and Susan Little Advised Fund

Fred and Lillian Nordenholz Fund

Dr. Harold C. Pollard III Fund

Matt and Emmie Long Fund

Keith and Lisa Norman Family Advised Fund

Dr. and Mrs. Eddie Pollock Advised Fund

Frank and Kay Lord Advised Fund

Robert S. and Marianne D. Northington Advised Fund

Robert S. and Wanda E. Pool Fund

David and Libby Lubin Fund

Novant Community Benefit Fund (Aluko)

Jane and Joe Potter Fund

Gail Lybrook Advised Fund

Novant Community Benefit Fund (Baughan)

Nan and Tim Prout Charitable Fund

John F. and Annette P. Lynch Fund

Novant Community Benefit Fund (Belk)

T.J. and Nancy Pulliam Advised Fund

Dr. Mark P. Maier Advised Fund

Novant Community Benefit Fund (Conrad)

Mrs. Elizabeth L. Quick Advised Fund

Richard A. and Carrie Wall Malloy Advised Fund

Novant Community Benefit Fund (Evans)

George and Susan Ragland Fund

Deborah S. Marshall Non-Endowed Advised Fund

Novant Community Benefit Fund (Gordon)

Rainey Charitable Fund

Mr. and Mrs. James E. Martin Advised Fund

Novant Community Benefit Fund (Ketner)

Ramona Fund

Janet and O.C. Martin III Fund

Novant Community Benefit Fund (Stolz)

David B. Rea Non-Endowed Advised Fund

Dr. Richard Marx Advised Fund

Novant Community Benefit Fund (Tillman)

Reaves Family Charitable Trust

Doug and Mary Anne Maynard Fund

Novant Community Benefit Fund (Valentine)

Burton and Frances Reifler Fund

Drane and Bill McCall Advised Fund

Novant Community Benefit Fund (Woodlief)

Dick and Sandy Respess Fund

Thomas P. and Anne B. McDowell Fund

Anita and Tom Ogburn, Jr. Fund

Reynolda Rotary Benevolence Fund

Walter McDowell Advisory Fund

Laney and Merritt Orr Fund

Dr. Vade Rhoades Fund

Sarah Murphy McFarland Advised Fund

Judith R. and Samuel H. Owen Fund

Lori and Pat Riazzi Fund

Nancy Davis McGlothlin Fund

Ben C. and Mildred W. Paden Advised Fund

Richard T. Rice Fund

Cathleen and Ray McKinney Fund

Mr. and Mrs. Craven B. Page Advised Fund

Rickelton Fund

John and Grace McKinnon Advised Fund

Mary Beth and Bob Parker Fund

Jacqueline P. Rider Advised Fund

J.P. McMichael, Jr. Advised Fund

Margaret Weatherspoon Parker Fund

John and Lynn Roach Advised Fund

J. Frank and Laura Turnage McNair Advised Fund

Brookes H. Parrish Fund

Roaring Gap Fund

Mrs. C.C. McNeely Advised Fund

Joe and Britt Parrish Fund

Pauline and Norwood Robinson Fund

Thomas C. McNeil and Sandra B. McNeil Advised Fund

The Pathways Fund

Roddick Benevolence Gift Trust

[54] FUNDS AND DONORS

the winston-salem foundation annual report


Non-Endowed Advised Funds, continued Charles and Courtney Rowe Charitable Fund

Jack and Cindy Sutton Fund

Winters Advised Fund

David F. and Martha Wilson Rowe Advised Fund

Nancy King Tanner Advised Fund

Winston-Salem Rotary Benevolent Fund

Steve and Nancy Rowell Charitable Fund

Targacept TargaCare Fund

Winston-Salem Twin City Host Lions Club Advised Fund

Michael and Deborah Rubin Advised Fund

John A. Taylor Advised Fund

Calder and Martha Womble Advised Fund

Curtis Flynt Rudolph Advised Fund

Marguerite B. Taylor Advised Fund

Erna and Bill Womble, Jr. Advised Fund

Carver and Betsy Rudolph Advised Fund

Thomas Teague Fund

Ralph H. Womble Advised Fund

Sanford Harrison Rudolph Advised Fund

Ron and Merle Tedder Charitable Fund

William F. Womble Advised Fund

James M. and Lorre C. Ruffin Fund

Louise Dibrell Theberge Family Fund

James and Johanna Yopp Fund

Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund

John B.R. Thomas Donor Advised Fund

Mr. and Mrs. Scott K. Young Charitable Fund

Jill Runnion Fund

F. Nelson Tomlinson Advised Fund

Lynn and Jeff Young Fund

Dr. Wilson and Marcia Russell Fund

Dr. and Mrs. James F. Toole Advised Fund

Stephen and Bonnie Zades Advised Fund

SGK Fund

Triad Academy Scholarship Fund

Mr. and Mrs. Nick G. Zegrea Advised Fund

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

Triantos Fund

William Madison and Phoebe Barnhardt Satterwhite Fund

Mary Kay Tucker Advised Fund

M. Garnett and Georgia G. Saunders 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

Bruce D. Walley, M.D. Fund

A. Lincoln and Nancy D. Sherk Fund

Hans W. and Elizabeth K. Wanders Advised Fund

Adrian and Bob Shore Advised Fund

Jack and Jean Ward Advised Fund

Dr. Thomas E. Shown Advised Fund

William G. Ward, MD Family Advised Fund

Martha and Tom Simpson Advised Fund

Leslie R. and Robert E. Warhover Advised Fund

Catharine N. and Kenneth N. Sisk Fund

Bill and Judy Watson Fund

Bucky and Debbie Sizemore Fund

Cornelia K. Weigl and Lachlan MacLachlan Advised Fund

Mike and Beth Skorich Advised Fund

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

Bruce W. and Sara C. Smith Advised Fund

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

Kenny and Amy Smith Fund

Togo D. West, Jr. Advised Fund

Brant and Kay Snavely Fund

Harden and Janet Wheeler Fund

Snyder Family Fund

Louisa Whitaker Advised Fund

John and Nancy Southard Advised Fund

William A. Whitaker Advised Fund

Spaugh Family Fund

Nancy and Monty White Advised Fund

Mary Jo W. and R. Arthur Spaugh Fund

Scott and Lauren Wierman Advised Fund

Ann Lewallen Spencer Fund

Paul and Jan Wiles Charitable Gift Fund

Nancy Spencer Advised Fund

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

Michael W. Sperry Advised Fund

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

W. Fletcher and Anna B. Steele Family Fund

John G. and Patricia G. Williard Fund

Stratford Rotary Benevolence Fund

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

Rick and Kate Streng Advised Fund

Mr. and Mrs. H. Norton Willis Fund

Richard and Nancy Sullivan Fund

Robert M. Willis Fund

John J. and Betty Pratt Sutton Advised Fund

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

Sutton Family Fund

W.T. Wilson 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

Waltrip Brothers Charitable Fund

Azalee Clements Memorial Fund

Douglas N. Marlette Memorial Scholarship Fund

Paul M. Wiles Scholarship Fund

Dog Park at Tanglewood Fund

NCGS Fund

Equality Winston-Salem Fund

Peppercorn Children’s Theatre Fund

Winston-Salem Community Development Collaborative Fund

Flow Automotive Companies Scholarship Fund

Carl R. Sapp Field Enhancement Fund

Friends of the Hollywood Cemetery Fund

Helen Simoneau Danse Fund

Gateway Environmental Initiative Fund

Theatre On Common Ground Fund

Greater Gift Initiative Fund

Michael and Buffy Waltrip Charitable Fund

[56] FUNDS AND DONORS

the winston-salem foundation annual report

The Women’s Fund of Winston-Salem Youth Activities Fund


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 dtd 5/9/96

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 8,800 names.

THE FOLLOWING NAMES WERE ENTERED INTO THE BOOK OF MEMORY IN 2011: Virginia Dean Amos

Sarah Lane Ivey DeRamus

Luanne Mahannah Hinshaw

Joseph Henry Mickey

Stancil Spivey

Allison Ray Atkins

Margaret Glenn Dillard

Harold Galen Hoak

Donna Marie Nevius

Jean Stewart

Earl Eugene Barber

Sarah Greason Duerson

Lewis R. Holding

Algine Neely Ogburn

John Jackson “Jack” Sutton, Jr.

John Linder Barber, Sr.

Erik Durchman

James E. Holmes, Jr.

Katharine Davis Ogburn

Olivia LaVerne Campbell Swinton

Max Lloyd Barnhardt, Jr.

Mary Mills Dyer

Mary Hutchinson

F. Roger Page, Jr.

Laura Ann Melchor Thomas

Marilyn Grace Bauer

Theodore Elgin Ebert, Jr.

Tam Hutchinson, Sr.

Maxwell Peddle, Jr.

Mark Allen Tisdale

William Evans Bean

Omnia Floyd Fowler

Frank Griswold Hall Keel

Ernest Eugene Tucker, Jr.

George Beischer

Anne Whitlow Francis

Douglas Gray Kimel

Mary Virginia Warren “Ginner” Poe

Lyle Johnston “Pat” Benbow

Marjorie Husband Froeber

Earline heath King

Pat Bradham Bennett

Mary Dougall Gilbert

May Olivia Boney Kinlaw

Thomas Allen Bennett

Nawal Alexandra Ebeid Giscard d’Estaing

Margaret Elizabeth “Libby” Lamberti

Bill Dow Glance

Dr. Thomas W. Littlejohn, III

Mary Richardson

Sara Stevens Glenn

Curtis Eugene Long

M. Stewart Robertson, Jr.

Alice Jane Goodson

David Nowlin Marion

Robert “Rob” Joseph Romanello

Doris Swann Googe

Helen Booe Marley

Eugene Rossitch

R. Philip Hanes, Jr.

Teddie Palmer Martin

Georgia Goodson Saunders

David Harrington

Jane Pepper Masich

Anne Lillian Womble Seippel

Anne Hunt Hartzog

Harry G. McGinn, Jr.

James Shelnutt

Dr. Richard Eli Hedrick

Clara Lee McLean

Henry Howard Sherrill, Jr.

Betty Spainhour Hennessee

Spencer David Meyer

Evelyn Ardella Sides Sloan

Theodore David Hill, Jr.

Sherwood Albert Michael

Jeannine Rose Meacham Smith

Frances Lucille Cathey Bost Abraham “Abe” Brenner Ruth Jarvis Brewer Mary Ann Cooper Broughton Claire Rose Buckley Rev. Dr. David H. Burr Azalee Clements Lanny Ross Cook Nancy Arnott Cramer Jamie Berrier Crutchfield Eula Deaton

[58] FUNDS AND DONORS

the winston-salem foundation annual report

Nancy Clare Prout Martha Simms Rambo Lawrence Reaves, Sr. Thomas Renn

Margaret Turner Frances Miller Sowers Vogler Margaret Spaugh Watkins Margaret Jones Watlington Carolyn Watts Mary Parks Bell Weathers Alice Carmichael Williamson Gordon C. Willis Lucy Page Wilson Howard Osler Woltz, Jr. Mary Patricia “Pat” Gwyn Woltz Doris Lowder Wright Glenn Yoder, Jr. Callie Pauline Young


THE

T

LEGACY SOCIETY

HE FOUNDATIONâ&#x20AC;&#x2122;S LEGACY SOCIETY honors those generous individuals or couples who have established or added to permanent endowments totalling $10,000 or more at the Foundation or those who have made provisions of $10,000 or more for the Foundation through

deferred or planned gifts, such as charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation. The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2011. If you have fulfilled this Legacy Society criteria and you are not listed, please let us know. On behalf of future generations, we gratefully thank these donors for their plans to contribute to such an enduring legacy for our community.

LEGACY SOCIETY MEMBERS Anonymous (16)

Mr. Marshall B Bass

Mr. and Mrs. Joseph R. Budd

Mrs. Hessie Church

Dr. and Ms. James P. Dickerson

Ms. Katherine Acton and Mr. Gerald Smith

Dr. and Mrs. Edward S. Beason

Mr. and Mrs. Richard P. Budd

Mr. and Mrs. Robert C. Clark

Mr. and Mrs. James H. Diggs

Mrs. Barbara C. Beattie

Mr. Hoan Bui and Ms. Ngoc Nguyen

Mr. and Mrs. George M. Cleland

Mr. and Mrs. Joe Dillon

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

Mr. and Mrs. Charles Norman Bunce

Mr. and Mrs. Michael L. Clements

Mr. and Mrs. Daniel W. Donahue

Mrs. Marie Bellin

Dr. Patricia P. Bundy

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

Mrs. Elaine D. Dowdell

Ms. Sami O. Bills

Mr. and Mrs. John W. Burress III

Mrs. Brenda K. Cline

Mr. and Mrs. Bruce Downing

Mr. and Mrs. R. Gordon Bingham

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

Mr. and Mrs. John Wayne Clodfelter

Mr. and Mrs. Graham P. Dozier III

Dr. Donna D. Alexander

Mr. David B. Blanco

Mrs. David B. Butler

Mr. and Mrs. Gary W. Cole

Ms. Grace Draman

Dr. and Mrs. Elms L. Allen

Dr. and Mrs. Frederick A. Blount

Ms. Jane Calloway

Mr. Elmer Collins

Mr. and Mrs. Dale E. Driscoll

Ms. Gayle N. Anderson

Mr. and Mrs. J. Hal Bolin

Ms. Susan M. Cameron

Mr. George L. Cooper

Mr. and Mrs. Frank E. Driscoll

Dr. and Mrs. Stephen G. Anderson

Mr. and Mrs. Henry M. Booke

Dr. and Mrs. W. Douglas Cardwell

Mr. and Mrs. Harry Corpening

Dr. and Mrs. Joseph B. Dudley

Mr. and Mrs. John Appel

Mr. Sam L. Booke, Jr.

Dr. and Mrs. Kenneth Carlson

Mr. and Mrs. David L. Cotterill

Ms. Nancy Dunn

Mr. W. A. Armfield, Jr.

Claude and Judy Booker

Mrs. Anne Maddrey Carpenter

Ms. Athalene Couch

Mr. Noel Lee Dunn

Dr. and Mrs. Donald L. Armitage

Mr. and Mrs. Julian R. Bossong

Mr. Coy C. Carpenter, Jr.

Mrs. Donna H. Craige

Ms. Mignon Durham

Mr. and Mrs. Jerry Arnold

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

Mrs. William H. Carr

Mr. J. Scott Cramer

Mrs. John T. Eagan, Jr.

Mrs. Teresa R. Ashburn

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

Miss Genie Carr

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

Mr. and Mrs. Fred G. Eidson

Drs. Anthony and Katherine Atala

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

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

Mr. and Mrs. James L. Einstein

Mr. and Mrs. Philip S. Auchincloss

Dr. Sherrill Braswell

Ms. Peggy C. Carter

Mr. Jason Davies and Mrs. Julia Frost-Davies

Mr. Robert G. Auchincloss

Ms. Susan F. Braswell

Ms. Dorothy A. Caudill

Ms. Lisa L. Austin

Ms. Ann Blanton Breese

Mr. and Mrs. C. Ray Caudle

Mr. and Mrs. Bruce M. Babcock

Mr. and Mrs. J. Paul Breitbach

Mr. M. Campbell Cawood

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

Mr. and Mrs. Michael Brenner

Mr. and Mrs. Charles W. Chambers

Mr. and Mrs. William P. Baldridge

Mr. and Mrs. Paul Briggs

Mr. and Mrs. David L. Barnes

Mr. and Mrs. Douglas E. Broadway

Mr. and Mrs. Christopher J. Chapman

Mr. and Mrs. Richard D. Barnes

Mrs. Lenora J. Brown

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

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

Mrs. Diane D. Barrett

Mr. John D. Budd

Mr. and Mrs. Ray Mitchell Agnew, Jr. Mrs. Sylvia F. Alderson The Honorable and Mrs. Abner Alexander

Mr. G. Franklin Davis Mr. and Mrs. John W. Davis III Mr. and Mrs. Richard N. Davis Mr. and Mrs. William A. Davis II Ms. Rebecca M. Deaton Mr. and Mrs. Albert J. DeForest III

Mrs. Norma Charles-Sink

Mr. and Mrs. Joseph R. Delia

Mrs. Barbara F. Chatham

Dr. and Mrs. John W. Denham

Mr. and Mrs. Gerald L. Chrisco

Ms. Jan M. Detter

Mr. and Mrs. Barry Eisenberg 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 Ms. Marlene P. Flinchum Mr. and Mrs. Victor I. Flow, Jr. Mr. Gary Flower Mr. and Mrs. Donald F. Folger

the winston-salem foundation annual report

FUNDS AND DONORS [59]


Legacy Society Members, continued Dr. and Mrs. Robert V. Ford, Jr.

Mr. Peter E. Hawley

Mrs. R. William Joyce

Ms. Debbie Marshall

Mr. and Mrs. T. David Neill

Mr. Woody H. Fox, Jr.

Mr. and Mrs. Fred W. Hege

Ms. Lucy Kaplan

Mr. and Mrs. James E. Martin

Mr. and Mrs. Fred W. Nordenholz

Dr. and Mrs. Larry W. Freeman

Mr. Charles R. Hemrick

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

Dr. and Mrs. John A. Maselli

Mr. Chester T. Nuttall, Jr.

Mr. David W. Fuller

Mr. L. Stephen Hendrix

Mrs. J. Lee Keiger, Jr.

Mr. David P. Masich

Dr. and Mrs. David Reese Oâ&#x20AC;&#x2122;Brien, Jr.

Mr. Paul Fulton, Jr.

Mr. and Mrs. A. B. Henley III

Ms. Susan Kerner-Hoeg

Dr. and Mrs. K. Frank McCain

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

Mrs. James A. Fyock

Mr. M. N. Hennessee

Mr. and Mrs. Truman T. Kiger

Dr. and Mrs. William McCall, Jr.

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

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

Mr. and Mrs. Leonard Herring

Mr. and Mrs. Jesse M. King

Dr. Bruce R. McCune

Mr. and Mrs. Willis H. Overby

Mr. John K. Gallaher

Mr. and Mrs. Michael C. Hetrick

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

Mrs. Nancy Davis McGlothlin

Mr. and Mrs. Craven B. Page

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

Ms. Emily Millis Hiatt

Mr. and Mrs. William A. Knott

Dr. Timothy McGowen

Mr. John V. Pappas

Ms. Kathryn W. Garner

Mr. Hardin P. Higgins

Ms. Joyce Kohfeldt

Dr. W. Frederick McGuirt

Mr. and Mrs. Dwight E. Pardue

Mr. Harold R. Garrison

Mrs. Harrell B. Hill

Dr. and Mrs. L. Andrew Koman

Mr. and Mrs. Thomas Ray McKinney

Rev. and Mrs. Nathan E. Parrish

Mr. and Mrs. John E. Gehring

Mrs. Alice Hinman

Dr. and Mrs. Thomas J. Koontz

Mr. and Mrs. John B. McKinnon

Dr. and Mrs. Eugene H. Paschold

Dr. and Mrs. Samuel T. Gladding

Mrs. William F. Hohman

Bill and Ava Koronis

Ms. Sally R. McLeod

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

Mrs. Barbara Wall Holcomb

Ms. Brenda H. Kulp

Mr. and Mrs. J. Frank McNair IV

Dr. John Patrick and Dr. Dominique Patrick

Mr. and Mrs. Thomas O. Goodson

Mrs. William E. Hollan, Sr.

Mr. Petro Kulynych

Dr. and Mrs. William E. Means

Mr. William A. Goodson, Jr.

Ms. Leslie Hollan

Mr. and Mrs. Arnold N. Lakey

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

James Gore

Mr. William E. Hollan, Jr.

Mr. and Mrs. Donny C. Lambeth

Mr. and Mrs. Danny J. Mendenhall

Natasha Gore

Mrs. James E. Holmes, Jr.

Mr. and Mrs. John Merritt

Mrs. Bryce Gordon

Mr. and Mrs. Robert A. Hoover

Mr. James Lambie and Ms. Lisbeth Evans

Dr. Louis N. Gottlieb

Drs. Judith and Marbry Hopkins

Mr. and Mrs. Richard A. Gottlieb

Mrs. Edmund B. Hopkins

Mr. Vergil H. Gough

Mr. and Mrs. Billy Hunt

Mr. and Mrs. Bernard Gray

Mrs. Jacqueline S. Hunt

Mrs. James A. Gray, Jr.

Mr. John W. Hunt

Mrs. J.T. Greene, Jr.

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

Mr. and Mrs. J. Andrews Hancock III 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. Ms. Susan F. Harris Mr. and Mrs. John Harrison Mr. and Mrs. Paul D. Harrison Mr. and Mrs. Dennis G. Hatchell Mr. and Mrs. Sam Hauser

[60] FUNDS AND DONORS

Mr. and Mrs. B. Thomas Lawson, Jr. Mrs. Annette M. Leight The Honorable Molly Leight Mr. and Mrs. A. Thad Lewallen III Mr. and Mrs. Douglas R. Lewis Ms. Elizabeth C. Lewis Ms. 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. and Mrs. Harry Jarman

Mr. and Mrs. William Longyard

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

Mr. and Mrs. Frank K. Lord III

Mrs. Florinda C. Johnson

Mrs. Elizabeth Lovett

Dr. and Mrs. Peter C. Johnson

Mrs. Carolin Lowy

Ms. Beverly Johnston

Ms. Annette P. Lynch

Mr. James W. Johnston

Ms. Patti Ann Lynch

Mrs. Catherine M. Jones

Mr. and Mrs. E. Erwin Maddrey II

Mr. and Mrs. Christopher Jones

Mr. and Mrs. Parker Maddrey

Mr. and Mrs. Scott D. Jones

Mr. and Mrs. John Mann

the winston-salem foundation annual report

Mr. James C. Messick Mr. and Mrs. James E. Messick, Jr. Ms. Melanie Micale Dr. Henry S. Miller, Jr. Mrs. Barbara B. Millhouse Mr. and Mrs. James H. Millis, Jr. Mrs. Molly Millis Hedgecock

Ms. Julie J. Pearce 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. Stephen F. Phelps Mr. Emerson Walter Pitts, Jr. Ms. Ruth F. Pitts Mr. and Mrs. C. Edward Pleasants

Mr. and Mrs. Neal Millsaps

Mr. Graydon Pleasants and Ms. Margaret Scales

Mr. Richard G. Mock

Mrs. Ruth M. Pleasants

Ms. Ellen N. Monahan

Dr. Michael J. Pollak

Dr. and Mrs. John H. Monroe

Mrs. Richard E. Pope

Mr. and Mrs. C. Arzell Montgomery

Frances and Steve Porter

Mr. and Mrs. Timothy R. Moore

Mr. Billy D. Prim

Mr. and Mrs. David R. Morgan

Mr. J. Timothy Prout

Mr. and Mrs. Steven C. Morgan

Mr. Grady R. Pulliam III

Mr. and Mrs. Daniel N. Moury

Mr. and Mrs. Cliff Purcell

Mr. and Mrs. Marty Myers

Mr. and Mrs. Robert L. Quick

Mrs. Mildred Naugle

Mr. and Mrs. H. Chris Ramm

Mr. and Mrs. David B. Neal

Dr. Dariel L. Rathmell

Mr. David L. Neal

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

Mr. and Mrs. Lucian H. Neal

Mr. and Mrs. Harry Reavis

The Honorable Stephen L. Neal

Mr. and Mrs. Patrick Riazzi


Legacy Society Members, continued Dr. and Mrs. David G. Rice

Ms. Rebecca Ann Sebastian

Dr. and Mrs. Charles V. Taft

Mr. and Mrs. Michael B. Wall

Mr. R. M. Wilson

Mr. and Mrs. Thomas B. Rice III

Mrs. Robert D. Shore, Jr.

Dr. and Mrs. David H. Tate

Mr. and Mrs. Hans Wanders

Mr. William T. Wilson III

Mrs. John S. Rider

Mrs. Rosemary V. Shortt

Mr. and Mrs. John A. Taylor

Mr. and Mrs. John F. Ward

Ms. Betty S. Winslow

Mr. Clay V. Ring, Jr.

Dr. Thomas E. Shown

Mrs. Margaret Taylor

Mr. and Mrs. Joseph Washington

Mr. and Mrs. Steve Wohlford

Mrs. James A. Roddick, Jr.

Mr. and Mrs. Paul Sinal

Mr. Jesse C. Temple

Mr. and Mrs. William R. Watson

Mr. and Mrs. Harry H. Wolfe

Mrs. Eugene Rossitch

Mr. Willis Slane and Dr. Caroline Chiles

Mr. and Mrs. William T. Tessien

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

Dr. and Mrs. John R. Wolfe

Ms. Sylvia Theriault

Mr. and Mrs. Arthur G. Weber

Mrs. Rochelle Wolfe

Dr. and Mrs. John B. R. Thomas

Dr. Glenda Weber and Mr. Wayne Weber

Mrs. Calder W. Womble

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. Dr. and Mrs. Daniel G. Sayers Mr. and Mrs. Andrew J. Schindler Dr. and Mrs. Robert P. Schwartz Mrs. Lyttleton B. Scott, Jr. Mrs. Anthony W. Seamon Mr. Rick Seamon

Mr. and Mrs. Archie Smith Mrs. Richard G. Smith, Jr. Mr. James N. Smoak Dr. and Mrs. John K. Southard, Jr. Ms. Ann Lewallen Spencer Mr. and Mrs. James Y. Spencer Ms. Betsy Spencer Mrs. William O. Spencer III Edward Eugene and Jean Jennings Stivers Mr. and Mrs. Richard Stockton Mr. and Mrs. Thomas J. Stopyra Mrs. Janice K. Story Mr. and Mrs. Richard L. Sullivan Mrs. John J. Sutton, Jr.

Ms. M. Louise Thomas Mr. and Mrs. Stephen A. Thornton Mr. and Mrs. F. Nelson Tomlinson, Jr. Dr. and Mrs. James F. Toole

Mr. and Mrs. Joe Wheliss Mr. and Mrs. Scott F. Wierman Mr. and Mrs. Paul M. Wiles

Mrs. Louvenia Cox Tucker

Mr. and Mrs. Joseph Wilhem

Mrs. Bynum E. Tudor, Jr.

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

Mr. and Mrs. John L. Turner

Mr. and Mrs. Arthur T. Williams III

Mr. and Mrs. Randall Tuttle Mr. and Mrs. Harry B. Underwood II Ms. Margaret M. Urquhart

Ms. Cynthia A. Williams Mr. Stephen T. Williams Mr. B.J. Willingham

Mrs. Deborah H. Vaughan

Mr. and Mrs. John W. Willingham

Ms. Patricia A. Vaughn Mr. and Mrs. Robert C. Vaughn, Jr. Dr. and Mrs. Ramon Velez

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

Mr. Ralph H. Womble Mr. William F. Womble Mr. H. C. Woodall, Jr. Ms. Roma Lee Woosley Dr. and Mrs. Richard C. Worf Mrs. Hal G. Worley Bryan and JoAnn Yates Mr. and Mrs. Karl F. Yena Mr. and Mrs. C. J. Young Dr. and Mrs. Douglas M. Young Mr. and Mrs. Yasser Youssef

Mrs. Francis F. Willingham Mr. and Mrs. J. D. Wilson, Jr.

the winston-salem foundation annual report

FUNDS AND DONORS [61]


2011

DONORS

DONORS TO THE COMMUNITY FUND, THE COMMUNITY LEADERSHIP FUND, AND THE BOOK OF MEMORY These contributions are listed alphabetically on the following two pages. For a list of 2011 donors to other named funds, please visit our Web site at www.wsfoundation.org. Both the Foundation and the community are grateful for all of these gifts — from the smallest to the largest. Collectively these contributions reflect that the Foundation’s mission — to invest in our community by making philanthropy and its benefits available to all — is alive and well.

VISIONARIES – $5,000 OR MORE Mr. and Mrs. Frank M. Bell, Jr. Mr. J. Scott Cramer

BENEFACTORS – $2,500–$4,999

Ms. Bé Haver Mr. Charles R. Hemrick/Mrs. Norma Charles Sink

Mr. and Mrs. Michael Brenner Mrs. Calder W. Womble

The Senah C. & C.A. Kent Foundation Mr. and Mrs. Paul M. Wiles

ADVOCATES – $1,000–$2,499

[62] FUNDS AND DONORS

Dr. David Albertson and Dr. Liz Albertson

Grover C. and Jane C. McNair Charitable Foundation Trust

Dr. and Mrs. Elms L. Allen

Ms. Judith B. Halverson

Mr. and Mrs. Henry M. Booke

Mr. and Mrs. Charles H. Hauser

Mr. Sam L. Booke

Mr. and Mrs. Richard D. Hensel

Dr. and Mrs. James D. Branch

Mr. and Mrs. Tommy L. Hickman

Mr. Graydon Pleasants and Ms. Margaret Scales

Mr. and Mrs. John W. Burress III

Dr. and Mrs. Francis M. James III

Mr. and Mrs. Richard O. Rogers III

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

Mr. and Mrs. George C. Lautemann

Mr. and Mrs. Andrew J. Schindler

Mr. and Mrs. George M. Cleland

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

The Strickland Family Foundation

Mr. and Mrs. Frank E. Driscoll

Mr. and Mrs. Frank K. Lord III

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

Mr. and Mrs. Barry Eisenberg

Mr. and Mrs. John G. Medlin

Mr. Michael Waltrip

Glenn Family Foundation

Morgan Stanley Smith Barney

Mr. and Mrs. H. Vernon Winters

Mr. and Mrs. Thomas O. Goodson

Mr. and Mrs. Lucian H. Neal

the winston-salem foundation annual report

Mrs. Elizabeth D. Orr Mr. John V. Pappas Mr. and Mrs. L. Gordon Pfefferkorn, Jr. Mr. and Mrs. Stephen F. Phelps


SUPPORTERS – $500–$999 Mr. and Mrs. Thomas R. Adams

Mrs. Barbara F. Chatham

Mr. and Mrs. James E. Gay III

Mercedes-Benz of Winston-Salem

Dr. and Mrs. James F. Toole

Mr. and Mrs. John Appel

Mr. and Mrs. Ronald J. Clein

Mr. and Mrs. Tom Gibbs

Mr. and Mrs. Dwight E. Pardue

Mr. and Mrs. Michael A. Trawick

Mrs. Amy P. Barnhardt

Mr. and Mrs. David L. Cotterill

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

Mr. and Mrs. Ed Pleasants

Mr. and Mrs. Hans Wanders

Dr. and Mrs. Rolland Barrett

Mr. and Mrs. Richard N. Davis

Mr. and Mrs. Ed Robins

Mr. and Mrs. Arthur G. Weber

Mr. and Mrs. Graham F. Bennett

Mr. and Mrs. Thomas S. Douglas III

Greater Winston-Salem Chamber of Commerce

Mr. W. David Shannon

Mr. and Mrs. John W. Willingham

Dr. and Mrs. Kenneth Carlson

Mrs. Elaine D. Dowdell Mr. and Mrs. Graham P. Dozier III

Mr. and Mrs. James G. Hanes III

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

Mr. M. Campbell Cawood

Mr. Willis Slane and Dr. Caroline Chiles

Mr. and Mrs. Robbie O. Chandler

Mr. and Mrs. Robert L. Edwards

Mr. and Mrs. Stanhope A. Kelly

Mr. G. Dee Smith

Mr. and Mrs. Jeffrey Lawyer

Mrs. Robert B. Sosnik

Ms. Rebecca M. Deaton

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

Ms. Ellen N. Monahan

Amy K. Smith and Kenny Smith

Mr. and Mrs. Douglas Dillard

Mr. and Mrs. Gordon W. Jenkins

Mr. and Mrs. Philip L. Smith

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

Mr. John C. Jessup

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

Ms. Phyllis H. Dunning

Mr. and Mrs. Thomas Johnson

Mr. Wil Elder

Mr. and Mrs. Douglas S. Jones

Dr. and Mrs. William Elesha

Dr. and Mrs. F. Whitney Jones

Dr. Steve Felts

Dr. Joseph Jorizzo and Ms. Irene Carros

Mr. Michael D. Gunter

PHILANTHROPISTS – UP TO $500 Dr. Jon Abramson and Dr. Cynthia Lees Dr. and Mrs. David H. Allen Mr. and Mrs. Miller Allen Dr. and Mrs. Philip R. Aronson Mr. Dan W. Austell, Jr. Mr. and Mrs. William P. Baldridge Mr. and Mrs. Charles S. Baldwin III Bank of America Charitable Foundation Dr. and Mrs. Cyrus W. Bazemore, Jr. Dr. and Mrs. Edward S. Beason Mrs. Jean S. Blanton Dr. Ann Q. Bogard Mr. H. Michael Britt Mr. Coy C. Carpenter, Jr. Ms. Genie Carr Ms. Jo Ellen Carson Mr. and Mrs. Scott E. Cawood Mr. and Mrs. Harris F. Clein Mr. and Mrs. Michael L. Clements Mrs. Sophia S. Cody Mr. and Mrs. James H. Corrigan, Jr. Mr. Gregory A. Cox Mr. and Mrs. Marcus B. Crotts Mr. and Mrs. Richard M. Crowder, Jr. Mrs. Viola H. Crump Dr. Courtland H. Davis, Jr.

Mr. and Mrs. Michael J. Fisher Mr. William A. Goodson Mr. and Mrs. William A. Goodson III Mrs. Emma Graham Mr. Jonathan D. Halsey Mr. and Mrs. James A. Hancock, Jr. Ms. Sally Dudley Harper Mr. and Mrs. John Harrison Mr. and Mrs. Dennis G. Hatchell Mr. and Mrs. Joseph C. Hedgpeth II Mr. and Mrs. Harry Heilig Mr. William E. Hollan, Jr. Mr. and Mrs. Robert H. Holliday, Jr. Dr. and Mrs. Robert Holmes Ms. Sarah R. Holthouser Mrs. E. R. Howard Mrs. Frances R. Huber Mrs. Jacqueline S. Hunt Mr. and Mrs. John Hunter Immedia Print

Mr. Thomas C. Munden Mr. and Mrs. Grover M. Myers Mr. and Mrs. William R. Myers Mr. and Mrs. David B. Neal Ms. Marjorie Northup

Mr. and Mrs. Milbourne L. Joye, Jr.

Mr. and Mrs. David G. Park

Ms. Sherry A. Kellett

Mr. and Mrs. Charles C. Patton

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

Ms. H. Geraldine Patton

Mr. and Mrs. Edward W. Kelly, Jr.

Dr. and Mrs. V. Paul Pauca

Mr. and Mrs. Arthur G. Kiser

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

Mr. and Mrs. William A. Knott

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

Mr. and Mrs. Charles W. Kraft

Ms. Pauline D. Perry

Mr. and Mrs. Thomas W. Lambeth

Ms. Susan Pfefferkorn

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

Mr. J. Timothy Prout

Mrs. Annette M. Leight

Mr. and Mrs. Clifford Alan Purcell

Mr. and Mrs. James E. Lippard

Dr. and Mrs. David Y. Rainey

Mr. Joseph P. Logan

Mrs. Lucille B. Ransby

Mr. John H. Loughridge, Jr.

Mr. and Mrs. Milton Rhodes

Mr. and Mrs. John F. Lynch III

Mr. Clay V. Ring, Jr.

Mr. and Mrs. John Mauceri

Ms. Daisy Rodriguez

Dr. James A. McCool

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

Mr. and Mrs. John B. McKinnon

Ms. Georgia Saunders

Ms. Sally R. McLeod

Mr. and Mrs. Robert D. Saunders

Dr. and Mrs. J. Wayne Meredith

Mr. and Mrs. William Shaw

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

Mr. and Mrs. J. Todd Slate

Mrs. Vernon H. Smith Mr. and Mrs. Frederick P. Spach Judge and Mrs. Ronald E. Spivey Kate and Rick Streng Mrs. William C. Thacker Mr. and Mrs. Ben W. Thomason, Jr. Ms. Ann M. Tillett Mr. Erling S. Tronnes Mr. and Mrs. Stuart F. Vaughn Mr. and Mrs. William R. Wallace, Jr. Mr. and Mrs. David C. Wesson Mr. and Mrs. Robert A. West Mr. and Mrs. Harden B. Wheeler, Jr. Mr. and Mrs. John C. Whitaker, Jr. Mr. and Mrs. Scott F. Wierman Mr. and Mrs. Robert M. Wilkinson, Jr. Mr. and Mrs. John G. Williard Mrs. Francis F. Willingham Mr. and Mrs. Ben S. Willis, Jr. Mr. and Mrs. J. D. Wilson, Jr. Wilson-Covington Construction Co. Mr. John G. Wolfe III Mr. and Ms. James E. Yarbrough, Jr. Mr. Ralph W. Yokeley Mr. and Mrs. Nick G. Zegrea

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, 2011 AND 2010 ASSETS Cash and cash equivalents Securities

2011

2010

$12,444,297

$28,583,494

205,608,654

179,881,488

1,081,852

1,028,366

RECEIVABLES: Student loans Notes

20,033

20,033

16,792,057

16,354,493

Assets held in trust – real estate

4,174,211

4,208,211

Building, improvements and equipment

994,840

1,044,179

34,927,740

36,862,790

Investment in partnerships

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

951,065

792,309

$276,994,749

$268,775,363

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

$6,141

$10,119

2,113,148

2,794,589

34,927,740

36,862,790

37,047,029

39,667,498

UNRESTRICTED NET ASSETS: 28,137,182

28,781,938

Field of interest

Discretionary

24,664,862

26,322,648

Scholarship

16,368,644

16,856,414

Student loan Donor advised

1,453,203

1,416,408

96,118,668

80,109,968

Donor designated

57,254,723

58,147,812

Agency endowments (Note 2)

14,006,930

13,873,089

Real estate Administrative Total net assets

4,100,878

4,378,452

(2,157,370)

(778,864)

239,947,720

229,107,865

$276,994,749

$268,775,363

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 $22,782,825 and $24,341,829 as of December 31, 2011 and 2010, 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 $2,123,159 and $1,967,924 at December 31, 2011 and 2010, 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, 2011 AND 2010 CHANGE IN NET ASSETS

2011

2010

$36,188,414

$27,461,692

4,867,192

4,091,680

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

270,477

152,741

Total receipts

41,326,083

31,706,113

20,865,232

18,817,103

2,667,376

2,627,991

Trustee banksâ&#x20AC;&#x2122; and investment management fees

63,797

596,235

Brokerage fees

27,421

42,774

318,023

328,642

23,941,849

22,412,745

DISBURSEMENTS: Grants Executive office operations

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

17,384,234

9,293,368

(6,544,379)

18,007,204

10,839,855

27,300,572

BEGINNING OF YEAR

$229,107,865

$201,807,293

END OF YEAR

$239,947,720

$229,107,865

NET REALIZED AND UNREALIZED GAINS (LOSSES) INCREASE IN NET ASSETS NET ASSETS

These financials represent information for The Winston-Salem Foundation only and do not include the consolidation of two supporting organizations, The Millennium Fund and Partners for Homeownership, Inc. If you would like a complete copy of the 2011 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at (336) 725-2382, e-mail your request to todd.slate@wsfoundation.org, or visit our Web site at www.wsfoundation.org.

the winston-salem foundation annual report

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.

KAY LORD

J. ANDREWS HANCOCK

H. VERNON WINTERS

PEGGY CARTER

Chair

Vice Chair

Treasurer

Secretary

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

President Frank L. Blum Construction Company

Retired Chief Investment Officer Mellon Financial Corporation

Retired Vice President Forsyth Medical Center Foundation

SIMPSON “SKIP” O. BROWN, JR.

DR. GARY GREEN

President – Triad and Tennessee Regions First Community Bancshares, Inc.

President Forsyth Technical Community College

STAN KELLY

M. CARLYLE KINLAW, JR., CFA

DAVIDA W. MARTIN

Regional President, Carolinas Community Banking Wells Fargo

Merrill Lynch

Forsyth County Attorney

MIKE WELLS

JANET P. WHEELER

CYNTHIA A. WILLIAMS

Partner Wells Jenkins Lucas & Jenkins

Retired Vice President R.J. Reynolds Tobacco Company

Executive Vice President and Chief Communications Officer BB&T Corporation

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

the winston-salem foundation annual report

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


THE WINSTON-SALEM FOUNDATION

SUPPORTING

COMMITTEES

2012 ASSET DEVELOPMENT COMMITTEE Michael J. Fisher, Chair

Susan G. King

Napoleon Richardson

J. David Branch

Deborah S. Marshall

Amy K. Smith

Skip Brown

Ward B. Miller

Kimberly H. Stogner

John W. Burress III

Timothy R. Moore

Michael A. Trawick

Robbie O. Chandler

C. Edward Pleasants, Jr.

Randall Tuttle

Lynn Eisenberg 

James K. Reaves, Jr.

Hayes Wauford

Gordon W. Jenkins

Anna Reilly

Philip R. S. Waugh

2012 STUDENT AID COMMITTEE

BLACK PHILANTHROPY INITIATIVE 2012 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

Eddie Hernandez

Daisy Rodriguez

Florence Corpening

Mary Ellen Candillo

Andrea Huligan

Larry Stephenson

RaVonda Dalton-Rann

Shannon Thompson Dr. Lelia Vickers Kayla J. Williams

John Candillo

Lamar Joyner

Jane Suitt

Lynn Fuller-Andrews

Algenon Cash

Barbara Lancaster

Linda Tilley

Andrea Jenkins Chris Leak

Gwenn Clements

Barbara Masi

Paula Turner

Ernie Copenhaver

Carolyn Matthews

Becki VanderKlok

Shannon Cramer

George McLendon

Teresa White

Lindy Ellis

Richard Mock

Nancy Wilson

James Gallaher

Janet Mullins

Malishai Woodbury

Phillip Grande

Patricia Norris

Karl Yena

Chase Beason

Tiara Jones

Carolyn Gray

Kenneth Raymond

Nancy Young

Jamilla Benton

Ying Lin

Khalieb Henry Benton

Sofia Lyons

Sam Blumstein

De’Gary Martin-Hargrave

Erin Fulp

Kimberly Mayes

THE WOMEN’S FUND OF WINSTON-SALEM 2012 BOARD OF DIRECTORS

YOUTH GRANTMAKERS IN ACTION 2011–2012 PARTICIPANTS

Carrie Fulton

Sequoia Miller

Florence Corpening

Karen Pranikoff

Treyaun Fulton

Leslie Rainey

Holly Marion, Vice-Chair

Tonya Deem 

Kathy Stitts

Rachel Glock

Regina Richardson

Anita Bain, Treasurer

Sharee Fowler

Mary Craig Tennille  

Hannah Harris

Bre’Ida Riddick Christopher Snowden

Allison Brashear, Chair

Renee Taylor, Secretary

Mary Jamis 

Ashley Vogel 

J. Austin Jackson

Alison Ashe-Card

Susan McBurney

Tory White

Gralicia Jones

Sandra Boyette

Jane Martin  

Wendy Brenner

Lisa Purcell

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 Tari Hanneman — Director, Women’s Fund

Seated ( from left) – Michael Clements, Scott Wierman, Sandra Fishel-Booth

PHILANTHROPIC SERVICES

First row – Betty Gray Davis, Meridith Whitaker, Betty Johnson, Cici Fulton, Robin Burr DeVane, Leila Warren, Jo Ann Kyslinger, Andrea Hulighan, Lisa Purcell, Marisa Ray

Annette Lynch — Vice President, Philanthropic Services Jonathan Halsey — Donor Services Officer

Second row – Edna Barker, Annette Lynch, Christina Perrin-Stewart, Jonathan Halsey, Mary Jo Morgan, David Gore

Jo Ann Kyslinger — Gifts Processor

Third row – Dee Smitherman, Kay Dillon, Brittney Gaspari, Tari Hanneman, Todd Slate

Marisa Ray — Development Officer Meridith Whitaker — Philanthropic Services Associate

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

[ 6 8 ] S TA F F

the winston-salem foundation annual report

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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

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The Winston-Salem Foundation Annual Report