The Winston-Salem Foundation's 2014 Report to the Community

T H E W I N S TO N - S A L E M F O U N DAT I O N 2014 REPORT TO THE COMMUNITY | 2013 ANNUAL REPORT

2014 REPORT TO THE COMMUNITY | 2013 ANNUAL REPORT

BUILDING

COMMUNITY

Front and inside covers: photographed from the 751 West Fourth building

BUILDING

COMMUNITY

What does it take to build a community?

One might suggest a collection of physical ingredients: pavement for streets, concrete for sidewalks, bricks for schools and homes, grass for parks and playgrounds.

Wouldn’t this suggest a fairly good start?

Structurally, yes, but the materials we use to shape our environment have little to do with why we bother in the first place.

Community is our why. Community gives us our meaning.

In building community, the elements that matter most are those that think and act— the people who live here, the people who care.

It is only human aspiration that decides where community will arise, what it will value, how it will grow.

The Winston-Salem Foundation is proud to serve the very best of human aspiration.

Whether through the vision of a single individual or the mission of an organization, we support and advise generous people as they endeavor to build the strongest, healthiest, and most enlightened community possible.

This takes creative ideas and hard work, cooperation and flexibility, perseverance and faith.

It takes people.

As they strive to make life better for us all, we thank all those who understand that community is a living thing.

We work alongside their passion as a trusted and experienced partner, building a vibrant community that aims to reflect, encourage, and empower everyone who lives here.

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STORIES OF BUILDING COMMUNITY

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GRANTS

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FUNDS AND DONORS

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FINANCIAL OVERVIEW

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FOUNDATION COMMITTEES

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STAFF

MISSION:

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

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

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

INCLUSION – 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.

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MESSAGE

TO THE COMMUNITY

GUIDED BY THE PAST, FORGING A FUTURE, AND ALWAYS BUILDING COMMUNITY

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HANGE AND TRANSITION are as much a part of the Foundation’s DNA as our history and continuity. We’re rooted in the community, connected across generations, trusted and stable.

Yet, our job is to continue — in perpetuity — to support and build our community. With that mandate, we grow and adapt along with our neighbors, our city, and our region.

This September we embarked on a major change — the Foundation’s first move in 17 years, to 751 West Fourth, a new building downtown on the corner of Fourth and Broad Streets. The Foundation’s offices were designed to be LEED Silver certified for green building standards, and we now occupy 16,000 square feet on two floors.

With the move, we tackled the practical matter of having ample and functional space for our staff — with room for future growth. Adjacent to our second-floor offices, we’re providing office space for two agencies actively building social capital and supporting nonprofits and volunteers in our community: the ECHO Network and HandsOn Northwest North Carolina.

The new location also holds promise as a hub for charitable activities across the community, a strategic goal conceived 10 years ago. Thanks to generous support from the family of John and Mary Louise Burress and other generous donors, nonprofits can now come together here to learn, network, and share ideas. This third-floor space, named the Burress Family Center for Philanthropy, will be a flexible gathering space for meetings, conferences, and training.

The Foundation strives to be an excellent steward of donors’ resources — and a trusted provider of grant funding and expertise to the community.

For years to come, our new space will be an accessible and open place for conversation, collaboration, and innovation.

We invite you to visit us soon — and ask you to join us in our mission of investing in our community and making philanthropy and its benefits available to all.

JANET P. WHEELER

SCOTT F. WIERMAN

Chair The Winston-Salem Foundation Committee

President The Winston-Salem Foundation

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OUR NEW

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OFFICE SPACE

LMOST 10 YEARS AGO, the Foundation approved a strategic goal of creating a “charitable hub,” a philanthropic center, to serve as

an active, visible, and accessible focal point for the community’s charitable activities. This dream was realized with the Foundation’s September relocation to the 751 West Fourth building on the corner of Broad and Fourth Streets in downtown Winston-Salem. We are grateful for the following individuals and families who have provided the financial resources to make this new space possible, thereby making this community resource available for all.

BURRESS FAMILY CENTER FOR PHILANTHROPY

Given by John and Mary Louise Burress BRENNER CONFERENCE ROOM

Given by Mike and Wendy Brenner to honor Morris, Abe, and Herbert CARTER CONFERENCE ROOM

Given by Charlie Hemrick and Norma H. Sink in memory of Pauline H. Carter CRAMER LIBRARY

Given by Selma and Scotty Cramer GLENN FAMILY CONFERENCE ROOM

Given by Madlon and Kirk Glenn ROBERT L. NEILL BOARDROOM

Given by the Neill Family in memory of Bob Neill PFEFFERKORN CONFERENCE ROOM

Given by Gordon and Tommye Pfefferkorn PORTER FAMILY CONFERENCE ROOM In addition to providing more efficient and ergonomic offices for the Foundation’s staff, the new space includes conference and gathering spaces for nonprofit organizations, office space for nonprofit partners: the ECHO Network and HandsOn Northwest North Carolina, as well as room for the Foundation’s future growth and expansion.

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Given by Frances and Steve Porter Additional Donors to the Facility: Claire and Randall Tuttle and an anonymous donor

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2014

COMMUNITY LUNCHEON

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VER 1,000 COMMUNITY MEMBERS gathered on May 7 at

the Benton Convention Center for the Foundation’s 2014 Community Luncheon.

Dr. Jim Johnson, director of the Urban Investment Strategies Center and the William R. Kenan, Jr., Distinguished Professor of Strategy and Entrepreneurship at UNC’s Kenan-Flagler Business School, served as the luncheon’s keynote speaker. His presentation touched on the ways to create healthy and sustainable communities in an era of economic uncertainty, with a special emphasis on Winston-Salem’s progress, as well as challenges that need to be addressed, including urban sprawl; health, education, and income disparities; hyper-segregation; and concentrated poverty.

Dr. Johnson’s previous keynote at the 2013 Community Luncheon revealed the findings of his 2011 report identifying major

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shifts in our demographics and their far-reaching implications.

During the program, Claudette B. Weston was presented with the 2014 Winston-Salem Foundation Award, and four 2014 ECHO Award recipients were announced, including Interfaith WinstonSalem, A Priest and a Rabbi, Tyler Davis Sparks, and the WinstonSalem Theatre Alliance.

Many thanks to the 75 generous table sponsors who signed on to be Community Investors, Community Builders, and Community Supporters. Their support allowed the Foundation to provide greater community access to the Luncheon, which is always our goal. Mark your calendars for next year’s luncheon on Wednesday, May 6, 2015!

Keynote speaker Dr. Jim Johnson, Janet Wheeler, Scott Wierman

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2014

AWARDS

The Winston-Salem Foundation Award

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HE WINSTON-SALEM FOUNDATION AWARD is given

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

Claudette B. Weston was presented with this year’s award.

While President and CEO of a meeting and event management firm, Claudette is also known to be a tireless community volunteer, with a special interest in helping at-risk children. She has served for many years on the boards of Youth Opportunities and the Forsyth County Department of Social Services and was active in the early formation of the Youth in Transition Community Initiative,

which brought together DSS, local nonprofits, and local and national foundations to address the needs of adolescents transitioning out of foster care. For almost 25 years Claudette and her family have also honored her late husband and area nonprofits by bestowing the Joel A. Weston Award for Excellence in Non-Profit Management, which supports organizations with strong management practices.

The Winston-Salem Foundation Award is selected by a committee of Foundation representatives and members of the community-at-large. With this very well-deserved recognition comes a $10,000 Foundation grant, which Claudette has designated to Youth Opportunities and to the Joel A. Weston Award for Excellence in Non-Profit Management.

The ECHO Awards

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Claudette B. Weston (center) with Foundation Committee Chair Janet Wheeler and Foundation President Scott Wierman

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HE FOUNDATION AND THE ECHO NETWORK jointly

present ECHO Awards to recipients who are creatively building bridging social capital by forming relationships among diverse people, thus contributing to a safer, stronger, and more inclusive community. The ECHO Awards are selected by a committee representing the Foundation, the ECHO Network, and the community-at-large, and each recipient receives $1,000 to grant to a nonprofit organization of their choice.

Congratulations to 2014 ECHO Award recipients: Interfaith Winston-Salem, A Priest and a Rabbi, Tyler Davis Sparks, and the Winston-Salem Theatre Alliance — for uniquely connecting people and building trust — and for making our community a better place for all. For more information on building social capital in our community, visit www.echonetwork.org.

2014

ECHO AWARD RECIPIENTS A Priest and a Rabbi (Rabbi Mark Strauus-Cohn and Father Steve Rice) This monthly grassroots gathering includes open and entertaining interfaith dialogue on a variety of subjects. www.facebook.com/apriestandarabbi

Interfaith Winston-Salem (accepted by Jerry McLeese) Bringing together members of many faith traditions — religious and nonreligious — to gain a greater understanding of and respect for one another’s traditions. www.facebook.com/InterfaithWS

Tyler Davis Sparks Tyler is the visionary leader behind Sustainable Ardmore, which is building wellness, sustainability, and community in the Ardmore neighborhood, starting with its flagship initiative, the Ardmore Gateway Garden. www.sustainableardmore.org

2014 ECHO Award Recipients

Winston-Salem Theatre Alliance (accepted by Jamie Lawson) This community theatre brings together a diverse cast and audience in an accessible and non-threatening environment that ignites open conversation and honest dialogue. www.wstheatrealliance.org

(l-r) ECHO Network Vice-Chair Alana James; Jerry McLeese, Interfatih Winston-Salem; ECHO Network Chair Robbie Chandler; Rabbi Mark Strauus-Cohn and Father Steve Rice, A Priest and a Rabbi; Jamie Lawson, Winston-Salem Theatre Alliance; and Tyler Davis Sparks www.wsfoundation.org/echoawards

*Award recipients are photographed individually with ECHO Network Chair Robbie Chandler, WSF Committee Chair Janet Wheeler, ECHO Network Vice-Chair Alana James, and WSF President Scott Wierman

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THE

LEGACY SOCIETY DINNER

VERY PHILANTHROPIC CROWD attended the

November Legacy Society Dinner, which returned to downtown’s Wake Forest Biotech Place. The program kicked off with highlights from Foundation Committee Chair Drew Hancock and followed with information on the Forsyth County Teacher Grants program, an annual grants process supporting professional development opportunities and innovative classroom experiences for Winston-Salem/Forsyth County Schools’ staff. Mary Jo Naber, a two-time grant recipient, spoke movingly of the positive impact of two poet-in-residence programs she was able to organize thanks to the grants program.

Executive Director Mary Bolton of El Buen Pastor Latino Community Services, a Community Grant recipient, then described their education and enrichment programs for Latino children and their families. Juan Noyola, a high school junior, credited his success in and out of school to his involvement with El Buen Pastor’s youth programs since first grade.

The Legacy Society honors individuals and couples who have established permanent endowments in their lifetimes or who have made similar provisions through a charitable bequest or other planned gifts, thus contributing to the quality of life in our community, both now and in the future.

Scotty Cramer and Nelson Tomlinson

Olivia and Thomas Morgan

Chris Leak, Woody Clinard, and James Reaves

Biotech Place atrium was a stunning backdrop for the Legacy Society Dinner Liz Rudisill, John Gehring, and Guy Rudisill

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SCHOLARSHIP CELEBRATION

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VER 200 STUDENTS, donors, guidance counselors, and student aid

committee volunteers gathered at Wake Forest University’s Bridger Field House in July 2014 to honor 2014-2015 Foundation scholarship recipients and the donors who made their scholarships possible. The breakfast also celebrated the fifth consecutive year in which over $1 million in student aid was granted by the Foundation!

The breakfast program included insights from Dr. Gary Green, a member of the Foundation Committe and president of Forsyth Technical Community College. Dr. Green spoke on the intrinsic value of education, on the importance of a well-trained workforce to our community, and on the invaluable gift that student aid provides for our collective future. Natasha MoralesCastellanos, a rising junior at Salem College, reflected on her college experiences and aspiration to become a chemical engineer, and on the critical difference that scholarships have made in her life and in that of her family.

Martha and Clyde Aldridge visit with scholarship recipients MaKayla Lawson and Alyssa Romano

Scholarship recipient Frankie Miller (center), with Bobby Masten and Charles Jenkins, representing the R.J. Reynolds Class of 1968 Memorial Scholarship

WSF Committee Member Gary Green speaks at Bridger Field House

Program speakers: Forsyth Tech President and WSF Committee Member Gary Green, scholarship recipient Natasha MoralesCastellanos, and Foundation President Scott Wierman

Ebony Watkins, Rachel May, Kelli Early, and Jenna Hojnacki

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BROADENING

PHILANTHROPY

The Women’s Fund of Winston-Salem

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HE WOMEN’S FUND focused its 2013 research efforts on

issues related to violence against women. The Fund released an issue brief in April entitled Rape and Sexual Assault: Private Violence, Community Impacts, developed to bring attention to sexual violence against girls and women occurring in our community with both alarming frequency and devastating consequences.

The brief revealed the emotional and economic impact on sexual assault victims and their families, the measurable financial costs to society, and the larger community impact.

In May, the Fund hosted a Social Change Exchange to facilitate conversation on this topic. The event featured a panel that included Kenyetta Richmond, Victim Advocate & Outreach (l-r): Enjoying the annual luncheon are Dr. Betty Alexander, Kathy Hoyt, Lois Roewade, and Specialist at Family Services; Monika Johnson Hostler, Executive Glynis Bell Director of the North Carolina Coalition Against Sexual Assault; and Dr. Paige Meltzer, Director of Wake Forest University’s The Fund awarded $153,897 in grants at its annual November Women’s Center. luncheon to seven local nonprofit organizations to address the economic security of women and girls in Forsyth County. In eight short years, the Fund has raised and awarded grants totaling $1 million, affecting positive change in an untold number of lives. The luncheon’s keynote speaker, Gail Perry, a well-known nonprofit advocate and fundraising consultant, praised the Fund’s explosive growth and encouraged its membership to continue building on its accomplishments.

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

2013 grant recipients display their awards at the November luncheon

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Former BPI Chair Rev. Donald Jenkins addresses the audience at the October fundraiser

Black Philanthropy Initiative

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HE BLACK PHILANTHROPY INITIATIVE (BPI) builds

philanthropic relationships and supports issues that impact the African-American community, with a special focus on education, financial literacy, and parenting and life skills training.

In October 2013, BPI hosted a networking and social fundraiser at the S.G. Atkins Enterprise Center, and over 150 community members attended.

The program included a video presentation of past grantees and a keynote speech by retired U.S. Army Brigadier General Michael Combest.

In February 2014, BPI announced four grants totaling $9,700, providing recurring BPI support for education and financial literacy programs.

Grant recipients included Experiment in Self-Reliance for its New Century Individual Development Account program, Forsyth Technical Community College for its James A. Rousseau Minority Male Mentoring Program, Kimberley Park Elementary School for its News Worthy program, and Winston-Salem State University for its Girls Empowered by Math and Science program. BPI also established a $25,000 endowment fund, named The Black Philanthropy Initiative Endowment, to encourage long-term funding for the Initiative’s work.

BPI hosted its first Donor Appreciation Luncheon in June 2014; the program included the announcement of a matching grants program sponsored by First Tennessee Bank. Over the course of the past six years, the Black Philanthropy Initiative has provided over $113,200 in program grants to local nonprofits. For more information on BPI, go to the “Community Leadership” section of www.wsfoundation.org.

Youth Grantmakers in Action

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HIS DIVERSE GROUP of teenage grantmakers attended 12 differ-

ent area high schools in the 2013-2014 school year. YGA members had many opportunities for learning and fellowship throughout the year, including an August full-day retreat and participation at the 2013 NC Youth Giving Summit in November, which drew youth grantmakers from across the state and provided leadership and networking opportunities. By the end of the school year, YGA members developed grant guidelines, solicited grant proposals, and made grants to youth-led projects in Forsyth County.

In April 2014, YGA held their annual grant celebration at the WinstonSalem/Forsyth County Schools’ Career Center. Five grants totaling $2,010 were made to Forsyth County youth for projects that will make a positive difference in our community. Grant recipients included The Baker’s Dozen, to perform a play and donate proceeds to The Children’s Theater’s Scholarship Fund and to The Enrichment Center; Forsyth Middle College Prom Committee, for Forsyth Middle College’s first Junior/Senior

Prom; Poverty Simulation Group, to host a poverty simulation for students; Students Making a Right Turn (S.M.A.R.T), YGA members and their 2014 grantees at the April celebration to host a fashion show to raise funds for youth programs; and Winston-Salem Youth Advisory Council, to provide bags filled with clothing, food, and other essential supplies for homeless youth.

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

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BUILDING

COMMUNITY

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E ARE GRATEFUL FOR and delighted by our new home’s improved functionality and expanded facilities for enhanced collaboration. That said, we remain focused on why we’re here: The power of our mission thrives in the ideas and efforts of the people and organizations we serve as donors and grantees. Our working space is new; our commitment to community is close to a century old.

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On the following pages, discover a number of remarkable stories. Whether nurturing youth in the Hispanic community, giving young people more educational opportunities, supporting vibrant arts organizations, or achieving healthier outcomes for teens facing difficult challenges, all who are featured in this year’s report are connected by the higher aspiration to build a better community.

DONOR: WOODY CLINARD

GRANTEE: HISPANICS IN PHILANTHROPY

DONOR: JOIA JOHNSON

}

DONOR: DR. TED BLOUNT

SCHOLARSHIP RECIPIENT: NATASHA MORALESCASTELLANOS

GRANTEE: EXCHANGE/SCAN

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DONORS

WOODY CLINARD

“Everything we do today — the lives we touch — will live on in others long after we are gone.”

—WOODY CLINARD

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NEXT: Woody Clinard’s unrestricted fund supported a Community Grant to HISPANICS IN PHILANTHROPY, which in turn provided vital grantmaking support to El Buen Pastor Latin Community Services.

F

ORTY YEARS AGO, Woody Clinard made a bold decision.

He sold family land and established the D. Elwood Clinard Charitable Trust at the Foundation in memory of his father.

Woody’s move was audacious in several ways. He was just in his midforties — younger than the typical Foundation donor at the time.

He was deeply rooted in Winston-Salem, but not part of the city’s circle of historically philanthropic families. And he committed fully to the Foundation’s values and purpose with an unrestricted fund.

Then, as is the case now, an unrestricted fund is the most flexible type of fund that enables the Foundation to make grants in the community, in perpetuity.

“I knew and trusted [Sebastian] C. Sommer, the executive director of the Foundation at the time,” says Woody. “He educated me about the Foundation and the value of an unrestricted fund. It made sense to me.”

Since 1974, his fund has nurtured many community organizations and efforts through Community Grants. In recent years, it was instrumental in supporting Latino-led and Latino-serving nonprofits through the Foundation’s work with HISPANICS IN PHILANTHROPY . (next page) Over the years, Woody has made additional fund contributions, created another advised fund, and plans to include the Foundation in his estate.

Woody’s generosity is a sign of his desire to create positive change in the world, a value he shared with his wife, Helen, who passed away in 2013.

“Why did I make that decision then? Why do I give money away today? There are many layers to that answer,” he reflects. “I’ve been successful, I’m frugal, I’m practical, but I’d like to think the compassionate part of me is the main part.”

“And I’m an optimist. I look for the good things. I want to change the world for the better — and I think I can,” he says, with a grin, adding, “I think we can.”

Woody is especially interested in education — “it’s an investment for the future” — and in efforts to support and engage the growing Hispanic community in the region.

For more than 12 years, Woody has also been a volunteer reading tutor through the Augustine Project, first at Old Town Elementary and currently at Brunson Elementary. “It’s a joy,” he says of the time he spends with the children he tutors. He brings his considerable ideas and energy — along with his time and financial support — to the school system and other community organizations such as CHANGE, Forsyth Education Partnership, the Hispanic League, El Buen Pastor, and Planned Parenthood.

Through the Foundation, Woody knows his resources will create positive change for generations to come. “Everything we do today — the lives we touch — will live on in others long after we are gone.”

THE D. ELWOOD CLINARD CHARITABLE TRUST, an unrestricted fund, was established in 1974 by Woody Clinard in honor of his father. Woody, along with his wife of 52 years, Helen Hall Clinard, established the D. Elwood and Helen H. Clinard Fund in 1994, a non-endowed advised fund. He is also a member of the Foundation’s Legacy Society.

Left: Woody Clinard with Brunson Elementary students

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COMMUNITY GRANTS

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HISPANICS IN PHILANTHROPY

OW DO YOU MAGNIFY the power of a grant — and amplify

voices? That’s exactly what the transnational group, Hispanics in Philanthropy (HIP), is doing in Forsyth County, in close partnership with The Winston-Salem Foundation.

The HIP Funders’ Collaborative for Strong Latino Communities pools national, regional, and local dollars to support Latino-led, Latino-serving nonprofits — while strengthening the knowledge of other funders about Latino communities.

“Building stronger Latino-led nonprofit organizations builds stronger Latino communities,” says Althea González, North Carolina Program Manager with HIP. “But many foundations and donors have no idea how to fund in this area or connect with Latinos and hear their voices.”

The Collaborative addresses the challenge from both sides.

By using a matching funds structure, local financial commitments have greater impact. HIP provides grants, technical assistance, and annually hosts learning and networking sessions for the Latino nonprofit community. Over time, the network of Latino nonprofits and the larger philanthropic community learn from one another, invest in opportunities, and drive community change.

The Funders’ Collaborative began 12 years ago in North Carolina and is focused on capacity building, rather than on specific programs or short-term efforts — an approach that aligns with the Foundation’s funding priorities.

“You have to have some capacity to build capacity. You have to have some funding to get funding,” says Althea. “Our investment builds a nonprofit’s capacity, credibility, and confidence. This gives an incentive for others to fund, too.”

As a Collaborative member, the Foundation has provided leadership and staff support for Funders’ Collaborative committees for

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more than a decade. “The Foundation is very generous and responsive,” Althea notes. “Their staff’s leadership and commitment has made the Foundation a passionate advocate for the Latino voice.”

El Buen Pastor Latino Community Services is one of the Collaborative’s grantees in Forsyth County. El Buen Pastor partners with Latino families to help children and adults fulfill their educational and economic potential, building hope for a positive and healthy future. It builds community through a range of programs,

“Building stronger Latino-led nonprofit organizations builds stronger Latino communities.”

—ALTHEA GONZÁLEZ, NORTH CAROLINA PROGRAM MANAGER WITH HIP

including a kindergarten readiness program for preschoolers and their mothers, after school tutoring for K-12 students, a six-week summer camp that blends enrichment activities — reading, art, gardening — with tutoring, and a new Family Literacy Initiative.

The Collaborative has supported its infrastructure needs, especially critical when El Buen Pastor began eight years ago.

“The funding was a huge hand up and it opened other doors for us,” says Executive Director Mary Bolton. “The training is also important because in the early years it was the only way we had to network and learn from other people leading Latino organizations.”

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HISPANICS IN PHILANTHROPY, CONTINUED

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“El Buen Pastor has been a good steward of HIP capacity-building money,” says Althea. “It continues to grow and its board and staff are always learning from the opportunities offered to them.”

“If this generation of children succeeds in school, we will not be doing this same work in 15 years. The community will decide,” says Mary. “The Foundation has a good lens on this. We can trust it to respond to community needs as they evolve in the future.”

SINCE 2002, the Foundation has made four Community Grants totaling $225,000 to the Hispanics in Philanthropy Funders’ Collaborative for Strong Latino Communities, earning matching grants and fueling important local programs and organizations.

During that time, over $600,000 has been leveraged and ultimately invested in Forsyth County nonprofits through grants, training, and technical assistance. Local grantees have included El Buen Pastor Latino Community Services, the Hispanic League, and the International Center of Forsyth Tech.

Looking ahead, the HIP Funder’s Collaborative will continue to learn and grow, too. In 2014, the Collaborative will launch its fourth phase of funding in North Carolina, building on the lessons learned in the past 12 years. Phase Four will focus on new and innovative ways to develop Latino leaders, strengthen civic engagement, and further build the network of Latino nonprofits across North Carolina.

All photos: El Buen Pastor’s Summer Enrichment Program

“If this generation of children succeeds in school, we will not be doing this same work in 15 years. The community will decide.”

—MARY BOLTON, EXECUTIVE DIRECTOR EL BUEN PASTOR LATINO COMMUNITY SERVICES

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DONORS

JOIA JOHNSON

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OIA JOHNSON’S BROAD INTERESTS and curious nature fuel her life — and are shaping her legacy.

Joia was raised in Atlanta by her musical father and concert pianist mother. “Music was just part of my life,” she says. “And I was involved in and exposed to all different types of art: theatre, dance, and visual arts.”

In high school, she added student government, athletics, and academics to her young resume. At Duke University, her love for the arts held, although she ultimately double majored in economics and public policy. Her multidisciplinary approach continued at the University of Pennsylvania, where she earned a law degree and an MBA. Nearly eight years ago, Joia moved to Winston-Salem as General Counsel at Hanesbrands. The vibrant arts and philanthropic community in Winston-Salem appealed to Joia, who quickly immersed herself in local and regional nonprofit organizations — something she had done extensively living in Atlanta. She sings in the chorale with the Winston-Salem Symphony and has been on the boards of the Symphony, SECCA, Reynolda House Museum of American Art, Forsyth Medical Center, and the Penland School of Crafts in Penland, NC. “One of the best ways to get to know people and become happy in a new community is by getting involved in nonprofits and other organizations,” Joia says. “Plus, I think we all need to find something we love to do outside of work.”

Early on, she connected with The Winston-Salem Foundation.

She had been on the board of the Atlanta Community Foundation and considers community foundations a practical way to address several goals at once: “I get to earn a return on my investment, plus

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support an organization that’s contributing to the community, plus move forward with providing for whatever legacy I hope to leave.”

With that legacy idea in mind, Joia is funding a designated endowment at the Foundation for the Penland School of Crafts.

“Penland is just a wonderful place, a treasure,” she says, explaining that her broad interests influenced her decision to create a scholarship at Penland for non-artists to train in visual art for the summer.

“I like the fusion of different ideas and experiences, so I thought about cross-training for artistic souls,” Joia explains. “I could envision dancers or musicians gaining new perspective and adding to the richness of the Penland community.”

Through the Foundation, “I know the money will be taken care of and my wishes honored.”

As Joia gives her energy, time, perspective, and resources, she recommends that others do the same. “Whatever your passion — the arts, church, running, biking, literacy, homelessness — participate and give to something. Whether you are in this community for a short time or a long time, support what gives you satisfaction and pay it forward for the next person.”

JOIA JOHNSON established the Johnson Legacy Fund for Art in 2012 as an endowed designated fund for scholarships for Penland School of Crafts students. Her JMJ Community Investment Fund, a non-endowed advised fund, was also established in 2012. Joia is a member of the Foundation’s Legacy Society.

Right: Joia Johnson

“One of the best ways to get to know people and become happy in a new community is by getting involved in nonprofits and other organizations.”

—JOIA JOHNSON

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DONORS

DR. TED BLOUNT

“The idea of a community foundation and the work it was doing just sounded so good to me.

The more I heard about the Foundation, the more I approved of what it was trying to do.”

—DR. TED BLOUNT

[ 2 4 ] B U I L D I N G CO M M U N I T Y

the winston-salem foundation annual report

NEXT: Of the numerous grants made from Dr. Blount’s two funds, one provided a scholarship for NATASHA MORALES-CASTELLANOS to attend Salem College and his unrestricted fund helped to support a parent/teen program at EXCHANGE/SCAN in Forsyth County.

D

R. TED BLOUNT and The Winston-Salem Foundation go way

back. Ted was born in 1919 — the same year the Foundation got its start.

“That caught my eye,” when he learned about the Foundation from friends many years ago, says Ted. “We’re both 95 years old.”

“The idea of a community foundation and the work it was doing just sounded so good to me. The more I heard about the Foundation, the more I approved of what it was trying to do.”

Initially, he donated to the Foundation’s annual appeal (“I gave $100 one year — the next year, we had three percent inflation so I gave $103 that year,” Ted recalls, with a smile). Now, Ted’s gifts are funding not only college scholarships but also community programs for young people — a fitting legacy for a pediatrician.

“If you take care of the children, you get more productive adults and more amity in the community,” Ted says, adding, “Education is the ultimate answer to most of our problems.”

Ted and his wife, Charlotte, who passed away last year, came to Winston-Salem in 1949, raised a family and became deeply tied to the community. Charlotte, too, was committed to the well-being of children and families. A reviewer of children’s books, she wrote a weekly column for the Winston-Salem Journal and helped to fill the bookshelves of school libraries.

Ted appreciates the approach the Foundation takes, with staff checking in periodically to share how his funds are making a difference. He sees himself as part of a community tradition of generosity and is proud of Winston-Salem’s strong history of giving of time, talent, and resources to important causes.

Ted’s perspective has also been influenced by his extensive world travels. He and Charlotte traveled across Europe and visited Japan,

Tibet, and China — often in conjunction with international physicians’ conferences. Ted also served for two months as a physician in Thailand at a refugee camp for Cambodians fleeing from Pol Pot and the Khmer Rouge. As a result of his international experiences, Ted says he “learned to appreciate cultural differences and to be grateful for the affluence of this country and generosity of this community.”

But Ted’s sense of generosity also goes back to his earliest years.

“My father was a lay administrator of the Community Chest [precursor to the United Way] as I was growing up. He gave me the idea that it’s a good idea to consider other people. Everybody has an obligation to give back.”

And, he added matter-of-factly, “You can’t take it with you.”

THE F.A. AND CHARLOTTE BLOUNT SCHOLARSHIP, which was established in 2007, is a $2,500 renewable award for a graduating Forsyth County high school senior. The Blount Fund, a field of interest endowment, was established in 2010 to support programs to benefit youth, with a particular emphasis on programs supporting parenting, single parents, and strengthening family relationships. Ted is also a member of the Foundation’s Legacy Society.

Left: Dr. Ted Blount

the winston-salem foundation annual report

B U I L D I N G CO M M U N I T Y [ 2 5 ]

STUDENT AID

NATASHA MORALES-CASTELLANOS

A

SMART AND DISCIPLINED STUDENT, Natasha MoralesCastellanos earned top grades in high school. With a 4.0 GPA and a 5.034 weighted GPA, she was second in her class of 335 at Glenn High School.

But Natasha’s school records don’t fully reflect her laser-like focus on education. Nor do they show her fierce determination, generous spirit, or deep appreciation for all the people who have helped her along the way.

Natasha, now a junior at Salem College with 3.867 GPA, is a firstgeneration college student. She also migrated with her mother to the United States from Mexico at age five. Soon after, she fell in love with learning.

“I loved school, even when I was really little,” she said. “And I knew education was definitely important, something I had to do.

Education was the way to help my family in the future.”

Through middle school and high school, Natasha kept her eye on college. Challenging chemistry classes narrowed her goal further: to be a chemical engineer.

Busy working part-time jobs, volunteering with the El Nido family literacy program, and babysitting her younger brother and sister, Natasha stayed focused. Mentors gave encouragement and direction (“I still talk to my first grade teacher!” she says).

Supportive teachers and guidance counselors helped her navigate the complex process of applying to college. But the bigger question was how to pay for it. Financial aid and scholarships are often only offered to those who have citizenship — possibly leaving Natasha’s dream out of reach.

“It was really a struggle through the whole year, to keep my goal in mind and be sure I could make it happen,” says Natasha.

[ 2 6 ] B U I L D I N G CO M M U N I T Y

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Natasha ultimately received several scholarships from the Foundation and from other organizations, including the Hispanic League. “When I realized I could do it, that I could go to college, it was amazing,” she remembers. “I told my mom, and she cried.

She saw that I had a passion, but knew she couldn’t help me.

She didn’t know how it would happen.”

For herself and for others in her shoes, Natasha is quick to say thank you to the people who create and fund scholarships. “I am very grateful for the money,” she says. “It’s important to realize a scholarship has a real impact on people. It is what makes opportunities. Without it, we wouldn’t be able to go after a dream, to achieve something, and give back.”

Natasha, working toward a double major in chemistry and math with a minor in Spanish, now has her sights set on the next goal: going to graduate school.

NATASHA MORALES-CASTELLANOS received the F.A. and Charlotte Blount Scholarship, established in 2007 as a $2,500 renewable award for a graduating Forsyth County high school senior pursuing a four-year baccalaureate degree. In 2012, she received the John Russell Jarman Scholarship, a $500 one-time award supporting a graduating senior at Glenn High School.

Natasha has also received grants from two other funds at the Foundation: the Otis B. and Genevieve Parrish Scholarship and the Kate B. Reynolds Scholarship.

Right: Natasha Morales-Castellanos

“When I realized I could do it, that I could go to college, it was amazing. I told my mom, and she cried.”

—NATASHA MORALES-CASTELLANOS

the winston-salem foundation annual report

B U I L D I N G CO M M U N I T Y [ 2 7 ]

COMMUNITY GRANTS

[ 2 8 ] B U I L D I N G CO M M U N I T Y

EXCHANGE/SCAN

the winston-salem foundation annual report

D

ENICE SMITH AND ELENA ALVARDO were at an impasse.

Good intentions were not overcoming the resentment, anger, and frustration in their relationship.

Like any parent of a teenager, Denice was facing new challenges.

But having raised two boys, she knew she was in different territory with Elena. Denice is not Elena’s mom — she is her legal guardian and parent since Elena’s mother, Sherri, died of ovarian cancer nearly three years ago.

Denice and Sherri had been long-time friends and shared the same faith. With prayer and soul-searching, they decided Denice and her husband would be Elena’s new family. When Sherri passed away, Elena was just shy of her twelfth birthday.

“Of course, Elena was struggling with the loss of her mother,” says Denice. “There were a lot of tough dynamics between us.

We’ve each seen therapists, but being counseled separately wasn’t working. Then it got really awful. She was acting out with selfdestructive behaviors, and I didn’t handle things well, either.

I started to feel she would be better off in another home.”

Today, Denice and Elena are happier and hopeful. They learned about the Parent/Teen Solutions programs with Exchange/SCAN and jumped at the chance to have counselor Kendra Edwards work with them in their home in Kernersville each week.

Offering in-home visits and 12 weeks of group sessions for parents and teens satisfied an unmet need, says Cynthia NapoleonHanger, Executive Director of Exchange/SCAN. “We have done lots of work supporting parents and families with newborns and children under 12, but we had nothing to offer families and teens in Forsyth County,” she says. “Parents were calling with issues related to their teens, feeling like they’ve tried everything, and they needed help.”

Exchange/SCAN had successfully implemented Parent/ Teen Solutions in Stokes, Surry, and Yadkin counties, drawing on evidence-based national models. With a start-up Community Grant from the Foundation, the nonprofit was able to hire Kendra and begin the program in Forsyth County. “Without the Foundation grant, the program would not be in this community,” Cynthia adds.

Both the group sessions and home visits focus on issues such as communication, relationships, problem solving, stress and anger management, substance abuse, and self-esteem.

“Without the Foundation grant, the program would not be in this community.”

—CYNTHIA NAPOLEON-HANGER EXECUTIVE DIRECTOR OF EXCHANGE/SCAN

“Visiting with a family, in their home, you see them together and work with them on what’s going on with them at that moment,” says Kendra. “Elena and Denice are seeing good progress on their goals to work as a team, communicate honestly, and improve self-care.”

“We are much better,” agree Denice and Elena.

“Kendra is helping us as a family — not just one or the other,” says Denice. “She listens to both of us. She isn’t judging. And she’s reinforcing positive behaviors.”

“Kendra has helped me calm down enough so I can see the good in Elena again. And Elena is a good example of forgiveness and compassion and learning to let things go.”

the winston-salem foundation annual report

B U I L D I N G CO M M U N I T Y [ 2 9 ]

EXCHANGE/SCAN, CONTINUED

[ 3 0 ] B U I L D I N G CO M M U N I T Y

the winston-salem foundation annual report

EXCHANGE/SCAN was established in 1981 and now provides a variety of programs to prevent and treat child abuse across 16 counties in Northwest North Carolina. In 2011, the Foundation began three years of Community Grant support totaling $76,608 to establish and expand the Parent/Teen Solutions programming in Forsyth County. The grants supported a counselor who works intensively with families on a weekly basis and in a 12-week series of group sessions.

Having demonstrated the ongoing need for and effectiveness of the program, Parent/Teen Solutions in Forsyth County is currently being funded by a grant from the Department of Juvenile Justice.

Left: Elena Alvardo, Kendra Edwards, and Denice Smith

“Visiting with a family, in their home, you see them together and work with them on what’s going on with them at that moment.”

—KENDRA EDWARDS COUNSELOR AT EXCHANGE/SCAN

the winston-salem foundation annual report

B U I L D I N G CO M M U N I T Y [ 3 1 ]

GRANTS 2013 FOUNDATION GRANTS PROVIDE significant support for two main constituencies: to NONPROFIT ORGANIZATIONS as they make communities a healthier place to call home and to LOCAL STUDENTS

as they pursue higher education. In 2013, the Foundation: > Made almost $21 MILLION in TOTAL CHARITABLE GRANTS, 86% of which stayed in North Carolina, and 66% of which stayed in our local service area > Awarded more than $2.5 MILLION through our COMMUNITY GRANTS PROGRAM > Assisted more than 576 STUDENTS with STUDENT AID support totaling over $1,100,000* in the 2013–2014 school year *$995,601 in scholarships and $119,200 in student loans

[32] GRANTS

the winston-salem foundation annual report

TYPES OF

GRANTS

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

DESIGNATED GRANTS ensure long-term annual support from an

endowed funds, connect donors with the power of philanthropy

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

throughindividually advised funds.

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

COMMUNITY GRANTS provide funding assistance to nonprofit

SCHOLARSHIPS assist students in paying for their post-secondary

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

education. For additional information on the Foundation’s

community. Funding for these important grants comes from Unrestricted

Student Aid application process, go to the “Students” tab at

and Field of Interest endowment funds that have been established

www.wsfoundation.org.

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

AGENCY ENDOWMENT GRANTS provide support to charitable

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

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

2% 2% OTHER GRANTS

AGENCY ENDOWMENT GRANTS

4% SCHOLARSHIPS

12% DESIGNATED GRANTS

2013 FOUNDATION GRANTS (by Grant Type)

9% COMMUNITY GRANTS

50% DONOR-ADVISED (NON-ENDOWED) GRANTS

21% DONOR-ADVISED (ENDOWED) GRANTS

the winston-salem foundation annual report

GRANTS [33]

COMMUNITY GRANTS 2013 IN 2013, the Foundation supported nonprofit programs with over $2.5 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.

1% 2013 COMMUNITY GRANTS (by Program Area)

<1% RECREATION

ANIMAL WELFARE

9% HEALTH

4% ENVIRONMENT

21% HUMAN SERVICES

13% ARTS & CULTURE

10% COMMUNITY & ECONOMIC DEVELOPMENT

25% PUBLIC INTEREST

17% EDUCATION

[34] GRANTS

the winston-salem foundation annual report

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

and reflective of their personal interests, and the 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 2013, 21 DONOR-ADVISED FUNDHOLDERS contributed a total of $69,964 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 $1,627,070 endowment! As such, we are most grateful for our 2013 GRANTMAKING PARTNERS:

Anonymous (2)

Jeff and Debbie Long

Jim and Debbie Millis

Anna Reilly and Matt Cullinan

Bill Benton

Debbie Marshall

Walt and Martha Ann Murray

Carol Stafford

Mary Eagan

David Masich

Lucian and Robie Neal

Bonnie Stewart

Mike and Meredith Fisher

Fred McGuirt

Dave Plyler

John and Peggy Taylor

Jim Hanes

Dak Millis

Frances and Steve Porter

Mary Kay Tucker

the winston-salem foundation annual report

GRANTS [35]

COMMUNITY GRANTS 2013 ANIMAL WELFARE ORGANIZATION NAME

GRANT AMOUNT

Forsyth Humane Society

$20,000

PROJECT DESCRIPTION

FUND NAME(S)

for additional staff for a third year

Edna B. Parkin Georges Animal Fund

Forsyth Spay Day Coalition

$5,000

to support spay/neuter services in Forsyth County for a second year

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

Forsyth Spay Day Coalition

$3,500

to support spay/neuter services in Forsyth County for a third year

Edna B. Parkin Georges Animal Fund

TOTAL 2013 COMMUNITY GRANTS TO ANIMAL WELFARE

$28,500

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

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

$45,000

for the director of marketing

Charles Babcock, Jr. Field of Interest Fund

Arts Council of Winston-Salem $30,000 for the director of marketing for a second year and Forsyth County

Frances and Jesse Temple Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Authoring Action

$25,000

for marketing assistance

A.F. Clement Trust for Youth, the Edna B. Parkin Georges Youth Fund, The Winston-Salem Foundation Grantmaking Partners Fund

BOOKMARKS

$23,000

for expansion of the executive director and assistant director positions

J.C. Tise Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Carolina Chamber Symphony Players

$20,000

for a part-time manager

Robert Edwin Taylor and Margaret Long Taylor Memorial Fund, the Samuel A. and Roslyn S. Harris Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Creative Corridors Coalition

$10,000

for a public art project at Kennedy campus

Anne Hanes Willis Fund

Facilities for the Arts on Spruce Foundation

$16,025

to improve handicapped accessibility

Claire Lockhart Follin-Mace Fund

Forecast Music

$500

Hispanic Arts Initiative

$1,000

Home Moravian Church

$500

for a collaborative chamber music performance

James R. Hankins Fund

for a cultural art experience

Community Arts Fund

to support a free concert by the Smithills School Senior Brass Band

R. Edward Lasater Endowment Fund

NC Black Repertory Company

$35,000

for a campaign feasibility study

Charles Babcock, Jr. Field of Interest Fund, the Eisenberg Family Fund for Arts and Culture, the Mary Reynolds Babcock Cultural Improvement Fund, the Winston-Salem Foundation Grantmaking Partners Fund

No Rules Theatre Company

$25,000

for an executive director

Charles Babcock, Jr. Field of Interest Fund, the Community Arts Fund, the Frances and Jesse Temple Fund, the Sam and Anne Booke Family Trust

for an assistant conductor

Community Arts Fund

for a development director for a second year

Charles Babcock, Jr. Field of Interest Fund

Piedmont Chamber Singers

$1,600

Piedmont Opera

$20,000

POWAR Program

$2,100

for an afterschool program

Allan M. Hutcherson Fund

Salem Band

$1,500

to support a properties manager

Samuel A. and Roslyn S. Harris Fund

[36] GRANTS

the winston-salem foundation annual report

ARTS AND CULTURE (CONTINUED) ORGANIZATION NAME

GRANT AMOUNT

Sawtooth School for Visual Art

$35,000

PROJECT DESCRIPTION

FUND NAME(S)

to support a sales and marketing manager for a second year

Charles Babcock, Jr. Field of Interest Fund, the Vicki Van Liere Helms Art Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Twin City Stage

$2,645

for leadership transition costs

R. Edward Lasater Endowment Fund

Winston-Salem Festival Ballet

$15,000

for a part-time marketing assistant for a second year

Charles Babcock, Jr. Discretionary Fund, the Community Arts Fund

Winston-Salem Symphony

$30,000

to support the Patron Growth initiative

Samuel A. and Roslyn S. Harris Fund

TOTAL 2013 COMMUNITY GRANTS TO ARTS AND CULTURE

$338,870

COMMUNITY AND ECONOMIC DEVELOPMENT ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

$49,572

to support the development of the Forsyth County Community Food System Consortium

Raymond B. Hooker, Jr. Fund â&#x20AC;&#x201C; Unrestricted, The Winston-Salem Foundation Grantmaking Partners Fund

Neighbors for Better Neighborhoods

$10,000

to provide funds for neighborhood projects and programs

Robert Edwin Taylor and Margaret Long Taylor Memorial Fund

Neighbors for Better Neighborhoods

$80,000

to support the development of community assets in neighborhoods

Algine Foy and Julius Dobson Neely Memorial Fund, the Charles Babcock, Jr. Discretionary Fund, the D. Elwood Clinard Charitable Trust, the Margaret W. Parker Fund

W-S Community Development Support Collaborative

$125,000

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

George and Edna Blanton Fund, the Lila Church Bradford Memorial Fund, the Nancy T. Pleasants Community Development Fund, the Samuel and Elizabeth Rose Fund

Forsyth County Community Food System Consortium

TOTAL 2013 COMMUNITY GRANTS TO COMMUNITY AND ECONOMIC DEVELOPMENT

$264,572

EDUCATION ORGANIZATION NAME Arts Based School

GRANT AMOUNT $30,000

PROJECT DESCRIPTION

FUND NAME(S)

to support the capital campaign

BB&T Fund, the Robert A. and Constance C. Emken Education Fund

Carter G. Woodson School of $30,000 to support project SOAR Challenge

Allan M. Hutcherson Fund, the J. Frank and Mary S. Mock Fund, the John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust, the Kenard Eugene Sales Memorial Fund, the Louis and Gretchen Klaff Trust, the Mae W. Hubbard Trust, the Mary Neil Henderson Rice Fund, the Nancy H. Wilson Fund, the Nancy R. Baity Trust, the Thomas H. Davis Advised Trust, the Victor I. Flow, Jr. Family Fund, the William P. and Katharine T. Baldridge Endowment, The Winston- Salem Foundation Grantmaking Partners Fund

Forsyth Education Partnership $27,980 for a part-time manager for the educator warehouse

Art and Dannie Weber Education Fund, the John W. Burress Community Fund, the Pleasants Hardware Company Trust, The Winston-Salem Foundation Grantmaking Partners Fund

Guiding Institute for Developmental $12,918 Education

for a part-time volunteer coordinator and an administrative assistant

Louis and Gretchen Klaff Trust, the Richard and Becky Davis Fund for Education

Northwest Child Development Centers $30,000

to support an education technology integration specialist for a third year

Camp Robert Vaughn Fund, the Joseph G. Gordon Fund, the Marcus Lew Davis Memorial Fund, the Thomas H. Davis Advised Trust

the winston-salem foundation annual report

GRANTS [37]

COMMUNITY GRANTS 2013 EDUCATION (CONTINUED) ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

SciWorks $38,600 for a part-time development director

Charles Babcock, Jr. Discretionary Fund, the Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund - Unrestricted, the J.C. Tise Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Smart Start of Forsyth County $14,760

to provide vision screening for preschool children in Forsyth County

Claire Lockhart Follin-Mace Fund

The Centers for Exceptional Children $15,000

to support a horticultural therapy program at the Special Childrenâ&#x20AC;&#x2122;s School for a second year

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Top Ladies of Distinction $500

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

Edna B. Parkin Georges Youth Fund

Winston-Salem Center for Education and the Arts

for building renovations

Jessica T. Fogle Fund

$30,000

Winston-Salem State University $100,000 to support the revitalization of Hill Hall Foundation

Agnew Hunter Bahnson and Elizabeth Hill Bahnson Memorial Fund, the Barbara Lasater Hanes Trust, the Carolina Steel Endowment Fund, the George and Edna Blanton Fund, the Wachovia Bank of North Carolina Fund

Winston-Salem Street School $35,000 to support a development director for a second year

Frances and Jesse Temple Fund, the Sarah Shore Ruffin Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Winston-Salem/Forsyth County $2,515 Schools

to support students and community leaders to attend Camp Snowball

Jessica T. Fogle Fund

Winston-Salem/Forsyth County $45,000 Schools

to support the Parental Engagement through Technology program

Algine Foy and Julius Dobson Neely Memorial Fund, the John W. Burress Community Fund, the Louise Futrell Fund

Winston-Salem/Forsyth County $35,000 to support family engagement positions in the Winston- Schools Salem/Forsyth County Schools for a second year

A. Tab Williams, Jr. Public Education Fund, the Charles E. Norfleet Memorial Fund, the Elizabeth Lovett Education Endowment, the Harvey Seward Martin Fund, The Winston-Salem Foundation Grantmaking Partners Fund

TOTAL 2013 COMMUNITY GRANTS TO EDUCATION

$447,273

ENVIRONMENT ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Carolina Farm Stewardship Association

$20,000

to help Cobblestone Farmers Market support the cost of a market manager and to match WIC Farmers Market Vouchers or SNAP benefits for a third year

Donna Germain Rader and Martin H. Rader Fund, the Hayes and Amy Wauford Fund, the John W. and Alice Rose Alspaugh Memorial Funds, the Louis and Jane Shaffner Fund, the R. J. Reynolds Tobacco Company Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Gateway Environmental Initiative

$50,000

to support the purchase and conservation of 26 acres of land in Southeast Gateway

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

Winston-Salem Sustainability Resource

$25,000

to support the executive director position for a second year

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

TOTAL 2013 COMMUNITY GRANTS TO ENVIRONMENT

[38] GRANTS

the winston-salem foundation annual report

$95,000

HEALTH ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

AIDS Care Service

$26,000

for marketing and development assistance

Harriet Taylor Flynt Fund

Brain Injury Association of NC

$18,000

to establish the Brain Injury Resource Center at Wake Forest Baptist Medical Center

Claire Lockhart Follin-Mace Fund

Cancer Services

$18,000

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

Jeannette Norfleet Fund, the John W. and Alice Rose Alspaugh Memorial Funds, the Lena Albright Memorial Fund

Community Care Center for Forsyth County

$35,000

to support a diabetic case manager/educator for a second year

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

Heartstrings Pregnancy and Infant Loss Support

$16,275

to expand support groups

James R. Hankins Fund, the Marian G. and Charles W. DeBell Trust

NC Harm Reduction Coalition

$15,000

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

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

Novant Health Forsyth Medical Center Foundation

$35,000

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

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

Planned Parenthood Health Systems

$17,000

for community educational outreach

Community Fund, the John C. Long, M.D. Fund

SECU Family House

$20,000

to support the manager of educational services for a third year

Frank E. Llewellyn T.B. Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Trinity Center

$18,000

to help support the executive director position for a third year

Harriet Taylor Flynt Fund

TOTAL 2013 COMMUNITY GRANTS TO HEALTH

$218,275

HUMAN SERVICES ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

for a full-time shelter director for a third year

Fenwick-Rice Fund, the Mary A. Payne Charitable Fund for Human Services, the William and Allan Hollan Charitable Fund, the William D. and Jane F. Hobbs Fund

Bethesda Center for the Homeless

$20,000

Childrenâ&#x20AC;&#x2122;s Home

$30,000

for a grants manager position

Harriet Taylor Flynt Fund

Childrenâ&#x20AC;&#x2122;s Law Center of Central NC

$29,645

for a development director

Edna B. Parkin Georges Youth Fund, the J. Frank and Mary S. Mock Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Crisis Control Ministry

$10,000

to provide emergency assistance to families whose supplemental nutrition benefits have been delayed

Emma Jane Skinner Fund, the Martha K. Knott Fund

Crisis Control Ministry

$12,000

for updated marketing tools

Albert L. Butler, Jr. Fund, the Mary A. Payne Charitable Fund for Human Services, the Richard E. Ashburn Trust, the William and Allan Hollan Charitable Fund

Enrichment Center

$62,500

to assist with property improvements to increase services

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Exchange SCAN

$12,768

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

A. F. Clement Trust for Youth, the Blount Fund

Family Services

$6,000

for a strategic planning consultant

Louise and Sam Adams Community Fund

Horizons Residential Care Center

50,000

for the capital campaign

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

iCan House Services

$15,000

to support development activities for a third year

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

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GRANTS [39]

COMMUNITY GRANTS 2013 HUMAN SERVICES (CONTINUED) ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

LAMB Foundation of NC

$5,000

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

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Living Well-Rural Hall Center for Lifelong Learning

$15,000

for an executive director

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

Lutheran Services Carolinas

$15,000

to assist with moving to a new technology platform

Harriet Taylor Flynt Fund

NC Housing Foundation

$50,000

for the capital campaign

Harriet Taylor Flynt Fund, the John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust, the Mary A. Payne Charitable Fund for Human Services

NC Victim Assistance Network

$10,000

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

Chrissy Gallaher Victim’s Assistance Fund

Next Step Ministries

$8,000

to support a nighttime staff position for a third year

Marcus Lew Davis Memorial Fund

Piedmont Down Syndrome Support Network

$25,000

to support a part-time executive director for a second year

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 for a third year

Claire Lockhart Follin-Mace Fund

Second Harvest Food Bank of Northwest NC

$20,000

to support a nutrition services coordinator for a second year

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

Shepherd’s Center of Greater Winston-Salem

$15,000

to support a part-time senior center program assistant for a second year

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

Sunnyside Ministry of the Moravian Church

$12,000

to support a part-time food pantry manager for a second year

Mary A. Payne Charitable Fund for Human Services, The WinstonSalem Foundation Grantmaking Partners Fund

Sunnyside Ministry of the Moravian Church

$16,243

for a program manager

Bank of America Corporation Fund, the Kerr and Naomi Pinnix Discretionary Fund, The Winston-Salem Foundation Grantmaking Partners Fund

United Way of Forsyth County

$4,000

to participate in a national evaluation of the homeless youth count

William and Allan Hollan Charitable Fund

United Way of Forsyth County

$20,000

to fund the Ten-Year Plan to End Chronic Homelessness

Mary A. Payne Charitable Fund for Human Services

Wake Forest University Health Sciences

$15,626

to support a licensed psychologist associate for the outpatient therapy program for a second year

Harriet Taylor Flynt Fund

Winston-Salem Industries for the Blind

$35,000

to support the Student Enrichment Experience program for a second year

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

Winston-Salem Police Department

$2,000

to establish a small fund for emergency assistance to victims of crime

Chrissy Gallaher Victim’s Assistance Fund

TOTAL 2013 COMMUNITY GRANTS TO HUMAN SERVICES

$525,782

PUBLIC INTEREST ORGANIZATION NAME ECHO Award

ECHO Network

GRANT AMOUNT $4,000

$138,500

PROJECT DESCRIPTION

FUND NAME(S)

2013 ECHO Recipients: Reap More Than You Sow; Chaos Cooking Winston-Salem; Hispanic League of Winston-Salem; Aaron Bachelder

Carolina Steel Endowment Fund

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

Carl W. and Annie M. Harris Endowment, the Community Grantmaking Fund, the William N. Hailey Fund

[40] GRANTS

the winston-salem foundation annual report

PUBLIC INTEREST (C0NTINUED) ORGANIZATION NAME

PROJECT DESCRIPTION

FUND NAME(S)

$125,000

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

Ava Gardner Fund, the Community Fund, the Raymond B. Hooker, Jr. Fund – Unrestricted

Financial Pathways of the Piedmont

$28,891

to expand a workplace-based financial education program

Kerr and Naomi Pinnix Discretionary Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Forsyth Futures

$75,000

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

James R. Deadrick Fund, the Lila Church Bradford Memorial Fund, the R. Edward Lasater Endowment Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Forsyth Jail and Prison Ministries

$4,000

to enhance presentations at the prison by all collaborative groups and to improve employment opportunities for inmates

Thomas Jack Lynch Memorial Fund

HandsOn Northwest NC

$60,000

to support capacity building for nonprofits and increase volunteerism

Ann and Clay Ring Fund, the Community Fund, the Warren David Ashburn Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Hispanics in Philanthropy

$50,000

to strengthen Latino-led nonprofit organizations through a fourth phase of the NC Funders’ Collaborative for Strong Latino Communities

Bess Gray Plumly Fund, the D. Elwood Clinard Charitable Trust, The Winston-Salem Foundation Grantmaking Partners Fund

Hospice and Palliative CareCenter

$32,500

for a collaboration between Habitat for Humanity of Forsyth County and Hospice and Palliative CareCenter to construct the Healing Build home

Bill and Helene Halverson Fund, the Bob and Ruth Herring Fund, the John and Julia Denham Fund, the Masich Fund, the Mr. and Mrs. Thomas B. Rice Memorial Fund, the Richard K. Scott Memorial Fund, the Spencer and Nell Waggoner Charitable Fund – Unrestricted, the Thomas R. and Georgia L. Pepper Family Fund, the Vergil and Vicki Gough Fund, the Virginia S. Pleasants Fund

ECHO Network

Interfaith Winston-Salem

GRANT AMOUNT

to support interfaith reading clubs

D. Elwood Clinard Charitable Trust

New Winston Museum

$12,000

$875

for a digital exhibit and Web site design

Frances and Jesse Temple Fund

Old Salem Museums and Gardens

$80,000

for the capital campaign

Howard Gray Endowment, the Isabel McRae Fund, the James A. Gray Family Fund, the Lila Church Bradford Memorial Fund

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

Rufus W. Dalton Trust

Rufus Dalton Awards

$3,000

Winston-Salem Foundation Award

$10,000

2013 WSF Award Recipient – Karl Yena

Warren David Ashburn Fund

Winston-Salem State University Foundation

$15,000

for a feasibility study for a Juvenile Resource Center

John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust

TOTAL 2013 COMMUNITY GRANTS TO PUBLIC INTEREST

$638,766

RECREATION ORGANIZATION NAME

GRANT AMOUNT

PROJECT DESCRIPTION

FUND NAME(S)

Tri-City Relay Track Club

$500

for registration fees for youth who cannot afford to participate

Edna B. Parkin Georges Youth Fund

Virgil Simpson Winston-Salem Roadrunners Track Club

$250

to fund registration fees for youth who cannot afford to participate

Edna B. Parkin Georges Youth Fund

Winston-Salem Indians

$500

to pay registration fees for youth who cannot afford to participate

Edna B. Parkin Georges Youth Fund

TOTAL 2013 COMMUNITY GRANTS TO RECREATION

$1,250

TOTAL 2013 COMMUNITY GRANTS

$2,558,288

the winston-salem foundation annual report

GRANTS [41]

FUNDS AND DONORS 2013 SINCE 1919, committed donors have invested generously in the current and future nourishment

of our community and beyond. These charitable individuals, families, and organizations have provided substantial support in areas as varied as health and human services to community and economic development, enriching the lives of neighbors near and far. At the end of 2013, the Foundation administered more than 1,300 CHARITABLE FUNDS for a wide variety of philanthropic purposes.

1% OTHER ASSETS

1%

REAL ESTATE FUNDS

FOUNDATION ASSETS (by Fund Type)

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

5% AGENCY ENDOWMENT FUNDS

6% STUDENT AID FUNDS

31% DONOR-ADVISED FUNDS

11%

(ENDOWED)

CHARITABLE LEAD TRUSTS AND CHARITABLE REMAINDER TRUSTS

23% DESIGNATED FUNDS *includes Temporary Funds

[42] FUNDS AND DONORS

the winston-salem foundation annual report

17% UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS

TYPES OF

FUNDS

Endowed Funds:

Non-Endowed Funds:

UNRESTRICTED FUNDS FOR COMMUNITY GRANTS offer the

NON-ENDOWED ADVISED FUNDS, which are essentially charitable

broadest option for charitable giving. Income from these funds will

checking accounts, offer donors a simple and efficient vehicle for

be used to meet changing funding opportunities in our community

annual charitable giving.

over time through Community Grants.

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

number of funds for organizations and individuals for charitable

the opportunity to provide community grantmaking support within

projects.

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

Charitable Trusts:

DONOR-ADVISED FUNDS enable up to two family generations of

CHARITABLE LEAD TRUSTS enable donors to make significant

advisors to make charitable grant recommendations before converting

charitable gifts for the term of the trust while transferring substantial

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

assets to beneficiaries later.

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

CHARITABLE REMAINDER TRUSTS allow donors and/or a designated

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

remainder going to support charitable causes.

annual support to specific charities in perpetuity.

AGENCY ENDOWMENT FUNDS are established by charitable

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

STUDENT AID FUNDS provide students with scholarships and loans to

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

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

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

REAL ESTATE FUNDS are properties designated for a charitable use

and titled in the Foundationâ&#x20AC;&#x2122;s name.

the winston-salem foundation annual report

FUNDS AND DONORS [43]

ENDOWED FUNDS

UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS

U

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

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

NEW FUNDS IN 2013

PURPOSE

J. Beeson Grubbs Fund

Established with the remainder of a charitable trust

Eugene R. Heise Charitable Fund

Established as a field of interest fund to support human services

Allie and Frances Hutchison Fund for the Community

Established by Allie and Frances Hutchison as an unrestricted fund

Mil and Marsh Naugle Community Fund

Established as an unrestricted fund

John S. and Jacqueline P. Rider Fund

Established with the remainder of the Jacqueline P. Rider charitable remainder unitrust

Frances and Jesse Temple Fund

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

M. Louise Thomas Fund

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

FUND

PURPOSE

YEAR

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

1979 Established by family and friends for organizations that provide comfort and benefit to those suffering from cancer, especially leukemia

R. Worth Allen and Atha J. Allen Fund

2005 Established by Mrs. Atha Allen in 1989 in memory of her husband and later endowed

John W. and Alice Rose Alspaugh Memorial Funds

1964 Established by bequest by John W. Alspaugh to provide health care to underprivileged people

John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust

1964

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

Anonymous Trust #2

1999 Established by an anonymous donor as an unrestricted fund

Richard E. Ashburn Trust

2002 Established by bequest as an unrestricted fund

Warren David Ashburn Fund

1968 Established for charitable purposes of the Foundation

Charles Babcock, Jr. Discretionary Fund

2006 Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong support of emerging and changing community needs

Charles Babcock, Jr. Field of Interest Fund

2006 Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong interest in arts and culture in the community

Mary Reynolds Babcock Cultural Improvement Fund

1950 Established for grants and loans to cultural and arts groups in the community

Agnew Hunter Bahnson and Elizabeth Hill Bahnson 2011 Memorial Fund

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

Nancy R. Baity Trust

––continued 2000 Established in memory of her husband, Ira W. Baity, Jr., to support programs for disadvantaged children and youth Unrestricted andDonor-Advised Field of InterestFunds Funds continuedon onnext nextpage page

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

[44] FUNDS AND DONORS

the winston-salem foundation annual report

Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

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 Fundâ&#x20AC;&#x201C;Unrestricted

2000

Camp Robert Vaughn Fund

1990 Established from the proceeds of the sale of Camp Robert Vaughn to support grants for children and youth

Carolina Steel Endowment Fund

1988 Established as an unrestricted fund to support worthy public purposes

Henry M. Carter, Jr. Fund

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

Established by the estate as an unrestricted fund

A. F. Clement Trust for Youth

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

D. Elwood Clinard Charitable Trust

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

Community Arts Fund

1985 Established to support programs of arts organizations

Community Grantmaking Fund

1919 Established by Col. F.H. Fries to address the changing needs of our community

Franklin Cromer Cordell Fund

1994 Established by family and friends to support programs that assist individuals who suffer from substance abuse problems

Rufus W. Dalton Trust

1983 Established by bequest to assist injured law-enforcement officers and the spouses and children of officers killed in the performance of their duties

Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

1998

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

Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

John and Julia Denham Fund

2007 Established as an unrestricted fund

Eisenberg Family Fund for Arts and Culture

2007 Established as a field of interest fund to support arts and culture

Emergency Loan Fund of Northwest N.C.

1983 Established by the Donors Forum of Forsyth County to provide emergency loans to nonprofits in Northwest North Carolina

Robert A. and Constance C. Emken Education Fund

2000 Established to support educational programs

Fenwick-Rice Fund

2004 Established from the Ron and Muriel Rice Fund and the Elizabeth Fenwick Fund for the Downtown Church Center to support the homeless, elderly, children, and the underserved in the community

Victor I. Flow, Jr. Family Fund

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

Harriet Taylor Flynt Fund

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

Jessica T. Fogle Fund

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

Claire Lockhart Follin-Mace Fund

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

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

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

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

James R. Hankins Fund

1967 Established by bequest as an unrestricted fund

Carl W. and Annie M. Harris Endowment

1970 Established by bequest as an unrestricted fund

Samuel A. and Roslyn S. Harris Fund

1980 Established by bequest as an unrestricted fund with special interest in music education

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

[46] FUNDS AND DONORS

the winston-salem foundation annual report

Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

Lassiter Animal Welfare Fund

2003

Lipscomb Fund

2004

Established with an estate gift from Allene D. Lassiter for the benefit of animals in Forsyth County Established in honor of Guy and Margaret Lipscomb by their granddaughter

Frank E. Llewellyn T.B. Fund

1970

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

John C. Long, M.D. Fund

1994

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

Elizabeth Lovett Education Endowment

1996

Established as a fund to support education

Thomas Jack Lynch Memorial Fund

1996

Established by an estate gift as an unrestricted fund

Harvey Seward Martin Fund

1996

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

Masich Fund

2004

Established by Jane and Tony Masich as an unrestricted fund

Drane V. McCall Fund for Winston-Salem Beautiful

2008

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

John Alexander McClung, DDS, FACD Trust

1994

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

Isabel McRae Fund

1981

Established by bequest as an unrestricted fund

Michalove Fund

2004

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

J. Frank and Mary S. Mock Fund

2003

Established through a CRT to benefit needy children in Forsyth County

Algine Foy and Julius Dobson Neely Memorial Fund

1989

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

Charles E. Norfleet Memorial Fund

1976

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

Jeannette Norfleet Fund

1982

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

Dr. Calvin and Ruth H. Ogburn Trust

1978

Established to provide support for general charitable purposes

Margaret W. Parker Fund

1997

Established as an unrestricted fund

Otis B. and Genevieve Parrish Fund

1987

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

Mary A. Payne Charitable Fund for Human Services

2009

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

Thomas R. and Georgia L. Pepper Family Fund

1997

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

Kerr and Naomi Pinnix Discretionary Fund

2006

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

Pfafftown Jaycees Community Fund

2005

Established by the Pfafftown Jaycees

Pleasants Hardware Company Trust

1987

Established for general charitable purposes

Nancy T. Pleasants Community Development Fund

1997

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

Virginia S. Pleasants Fund

1996

Established by an estate gift as a discretionary fund

Bess Gray Plumly Fund

1965

Established by bequest for general charitable purposes of the Foundation

Etta Mae Pope Trust

2000

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

Stokes Ivey and Orpha Marie Leonard Pope Family Trust

2000

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

Donna Germain Rader and Martin H. Rader Fund

2005

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

R.J. Reynolds Tobacco Company Fund

1975

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

Mary Neil Henderson Rice Fund

1998

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

Mr. and Mrs. Thomas B. Rice Memorial Fund

1991

Established by family and friends for general charitable purposes

Ann and Clay Ring Fund

1997

Established as an unrestricted fund

Samuel and Elizabeth Rose Fund

1998

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

Sarah Shore Ruffin Fund

2004

Established by beneficiary designation of the Sarah S. Ruffin IRA

Kenard Eugene Sales Memorial Fund

2001

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

Sandehill Recreation Fund

1986

Established to promote competitive swimming and water sports in Forsyth County

the winston-salem foundation annual report

FUNDS AND DONORS [47]

Unrestricted and Field of Interest Funds, continued FUND

YEAR

PURPOSE

Richard K. Scott Memorial Fund

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

Louis and Jane Shaffner Fund

2007 Established as an unrestricted fund

Emma Jane Skinner Fund

2001 Established by Frank B. Hanes to support human services organizations

Peggy and Ralph Stockton Fund

1995 Established as an unrestricted fund

Ralph and Frances Stockton Trust

1993 Established as an unrestricted fund

Colin and Mary Louise Stokes Fund

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

Lillian S. Stultz Fund

1982 Established by bequest for general charitable purposes of the Foundation

Sturmer Samaritan Fund

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

Edward and Mary Alice Tarulli Fund

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

Robert Edwin Taylor and Margaret Long Taylor Memorial Fund

2005 Established with the remainder of the Margaret Long Taylor Charitable Remainder Unitrust as an unrestricted fund

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 Established through the estate of Nell Kerns Waggoner

Hayes and Amy Wauford Fund

2007 Established as an unrestricted fund

Art and Dannie Weber Education Fund

2007 Established as a field of interest fund for education

Anne Hanes Willis Fund

1997 Established by Frank B. Hanes in memory of his sister to assist landscaping, gardening, and beautification in the city when public funding is not available

Bobby Ray Wilson Human Fund

1996 Established to benefit incarcerated persons in Forsyth County

Nancy H. Wilson Fund

2009 Established by bequest for unrestricted purposes

Winston-Salem Foundation Staff Endowment

2002 Established by B. Thomas Lawson in honor of his former Winston-Salem Foundation colleagues

Edna Motsinger Wooten Fund

2010 Established by bequest for unrestricted purposes

Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped

1984 Established to provide recreational opportunities for the handicapped

[48] FUNDS AND DONORS

the winston-salem foundation annual report

ENDOWED FUNDS

DONOR-ADVISED FUNDS

D

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

to a private foundation.

NEW FUNDS IN 2013 Black Philanthropy Initiative Endowment Nick and Nancy Bragg Arts Fund Gerald Chrisco Charitable Fund

Christopher David Budd Fund

1996

Driscoll Family Fund

Joseph R. Budd Family Trust

1997

Joseph B. and Mary M. Dudley Advised Fund

1997 1997

Nathan, Jordan, and Nicholas Budd Fund

1998

Nancy W. Dunn Trust for Spiritual Development

1995

Richard P. and Sylvia S. Budd Fund

1983

Andrea and Brian Fox Fund

Mignon Durham Charitable Fund

1997

Burr Family Trust

2006

Henry McVeigh Noel II Advised Fund

Christopher Richard Eagan Fund

2002

John W. Burress Advised Fund

2008

Kevin and Wendy Oliver Advised Fund

EHI Fund

2004

Cardwell-Archer Charitable Fund

2001

Barbara M. Page Fund

Lynn and Barry Eisenberg Endowed Fund

1998

Douglas and Marilyn Cardwell Fund

2010

Britton Rudolph Noel Sams Advised Fund

Elkin Community Trust

1993

Mary J. and Kenneth P. Carlson Advised Fund

2000

C.B. Eller Education Fund

1987

Carr Family Advised Fund

2006

Grace H. Emken Fund

1993

Sam N. Carter and Pauline H. Carter Fund

2000

Ann and John Faris Community Fund

2008

Cawood Charitable Fund

1993

Finley-Anderson Fund

1994

Lee Chadwell Fund

2002

Firetree Fund

2008

Chuck and Bobbie Chambers Advised Trust

1992

Robert and Carol Ford Charitable Trust

1996

Chapman Family Fund

2010

For Katie’s Sake Endowment

2012

Lucy Hanes Chatham Fund

1949

Fries-Willingham Fund

2011

Lucy Hanes Chatham Library Fund

1951

James A. and Elizabeth K. Fyock Trust

1999

Gaddy Educator Fund

2010

Bryan D. Yates Fund

FUND William T. and Sylvia F. Alderson Fund

YEAR 1997

Anonymous (7) Susan and Jerry Arnold Trust

2011

Philip S. Auchincloss Fund

2000

Robert G. Auchincloss Fund

2000

Marshall B Bass Children’s Fund Endowment

2004

Richard T. Chatham Fund

1972

Bartlett and Wyatt Bassett Fund

2004

Thomas Lenoir and Anna Hanes Chatham Fund

1998

Andrew Beattie Endowment

2010

Gerald Chrisco Charitable Fund

1998

Bert and Joy Bennett Family Fund

2012

Robert Clark Family Fund

1997

Ted and Charlotte Blount Fund

1997

Phillip M. Clifton, MD Memorial Fund for Children

2003

Karla Bolen Memorial Fund

2003

Brenda Kulynych Cline Fund

1998

Elizabeth E. and Henry M. Booke Trust

1994

Clover Street Fund

2003

Sam and Anne Booke Family Trust

1989

Ron and Jeff Coppage Cancer Fund

1999

Julian R. and Mary P. Bossong Fund

1998

A. Robert Cordell Family Trust

1998

Skip and Beth Boswell Trust

2007

Joan R. and David L. Cotterill Advised Trust

Braswell Family Charitable Fund

1995

Mike and Wendy Brenner Trust

2002

Paul and Judy Moore Briggs Family Fund Royall and Alice Brown Advised Trust

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

1996

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

1998

Genesis Fund

2007

Glade Valley School Fund

1988

Annie Bennett Glenn Fund

2010

Madlon and Kirk Glenn Family Fund

2010

Alice Jane Goodson Fund

2011

1994

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

1991

Credence Fund

1997

William A. and Georgia H. Goodson Fund

1968

Bill and Betty Gray Davis Fund

2000

Louis and Marcia Gottlieb Family Fund

1996

2000

John and Terrie Davis Family Fund

1999

1993

Margaret N. Graham Art Fund

1942

Deem/Turner Charitable Endowed Fund

2012

Royall R. Brown, Jr. Advised Trust

1992

1998

DeForest Family Fund

2003

Bernard and Anne Howell Gray Advised Fund for the Community

Budd Group Foundation

2001

Ashley Holland Dozier Charitable Fund

1998

Green Angel Fund Donor-Advised Funds – continued on 1997 next page

the winston-salem foundation annual report

FUNDS AND DONORS [49]

Donor-Advised Funds, continued FUND

YEAR

Medlin Charitable Fund

1994

Rubin Family Fund

2000

J.T. Greene, Jr. Charitable Trust

1995

John and Kelly Merritt Family Charitable Trust

2007

Tom and Kathy Rucker Charitable Trust

2000

Emily Grousbeck Fund

1988

Henry S. Miller Advised Fund

2005

Guy and Liz Rudisill Fund

1993

Hanes Family Downtown Fund

2003

Molly Millis Hedgecock Fund

2010

Benjamin and Avon Ruffin Family Fund

2007

R. Philip and Charlotte M. Hanes Community Trust

1988

James and Deborah Millis, Jr. Fund

2009

Jack and Betty Runnion Fund

1996

Harrison Family Fund

2001

James H. Millis, Jr. Family Advised Fund

2012

Pearl and Ray Sams Family Trust

2000

Sam and Kathryn Hauser Fund

2005

Dr. John H. and Elizabeth B. Monroe Fund

2002

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

2005

Thomasine Herring Hayes Fund

2009

Elsie L. Morris Fund

1999

Daniel and Linda Sayers Charitable Fund

1996

L. Stephen Hendrix Fund

2001

Morgan Family Charitable Trust

2010

Margaret Scales and Graydon Pleasants Endowment 2007

Emily Millis Hiatt Fund

2010

Gene and Margaret Motsinger Family Fund

2006

Andrew J. and Ellen N. Schindler Advised Fund

Dorothy R. Hilton and J. Glenn Hilton Family Fund

2012

Neal Family Fund

2001

Adrian R. and Robert D. Shore Trust

1999

Judith Hoots Family Fund

2005

Lucian and Robie Neal Fund

2002

SKM Charitable Fund

2004

B.F. Huntley and Josephine Huntley Trust

1997

Stephen L. Neal Advised Fund

1997

Katie Sleap Memorial Fund

2005

David A. and Roberta W. Irvin Fund

2000

T. David Neill Family Fund

1998

Zach Smith Fund

2009

Janeway Family Fund

1996

Oâ&#x20AC;&#x2122;Brien Family Fund

2005

F. Conard and Jean Snyder Fund

2005

W.T. and Mary Cobb Jenkins Family Fund

2005

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

2007

Morris and Lillian Sosnik Memorial Fund

1987

Bill Johnson Trust to Benefit Stokes County

1999

Orr Family Charitable Trust

1999

Jonathan Mark Spaugh Memorial Charitable Fund

2010

Florinda C. Johnson Charitable Fund

2005

Katherine W. Otterbourg Fund

2003

William A. and Eleanor W. Starbuck Advised Fund

2010

Garland Johnson Fund for the Benefit of Elkin Public Library

2001

Barbara and C.T. Overby Youth Golf Fund

2006

William A. and Eleanor W. Starbuck Charitable Fund 2010

J. Michael Johnston Memorial Fund

1996

Marlene and Craven Page Trust

1997

Rufus T. Stedman Memorial Fund

1931

Jones Family Fund

2006

Dwight E. and Annie E. Pardue Advised Fund

2004

Nealie Belk Stevens Fund

1962

Leon and Renee Kaplan Fund

1999

Harry O. and Margaret W. Parker Family Trust

2006

Richard and Wendel Stockton Fund

1997

Stanhope A. and Elizabeth P. Kelly Family Advised Fund

2012

Nathan E. and Lisa J. Parrish Advised Fund

2007

Janice Kulynych Story Fund

1998

Eugene and Ann Paschold Fund

1996

Charles V. Taft Family Charitable Trust

1995

1987

John A. and Marguerite B. Taylor Fund

1986 1950

2004

Kind Kids Care Advised Fund

2012

Bob Pate Memorial Fund

Dale King Fund

2004

Pauline Davis Perry Fund

1996

L. Andrew Koman and Leigh E. Koman Fund

1999

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

1993

Thompson/Rotary Club of Winston-Salem Educational Fund

Thomas J. and Lynne Koontz Charitable Trust

1996

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

1999

Thornton Family Fund

2001

Kulynych Children Advised Fund

2012

Steve and Carolyn Phelps Fund

2011

Tuttle Family Charitable Fund

2005

A. Thad and Margaret W. Lewallen Advised Trust

1994

Piedmont Federal Fund

1993

Harry and Nancy Underwood Advised Trust

1994

A.J. Linville Memorial Fund

2006

Ruth M. and Clifton E. Pleasants Trust

1990

Margaret M. Urquhart Advised Fund

2001

Lippard Traumatic Brain Injury (TBI) Fund

2011

Michael J. Pollak Trust

1995

Carolyn H. Vaughn Fund

1997

Jeff and Debbie Long Fund

2012

Ashburn Wright Wall Pollock Charitable Trust

1994

Wake Forest Baptist Church Fund

1992

Lowy Family Fund

1997

Frances and Steve Porter Family Fund

2010

Wall Family Trust

2002

2012

Billy D. and Deborah Prim Donor Advised Fund

2004

Maytrice Walton Fund

2010

2012

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

2007

Ward Family Advised Trust

1995

Lydia Phillips McCabe Advised Fund

1997

Realty-Analytix Triad Stewardship Fund

2009

Sharon L. Washington-McBryde Memorial Fund

2005

McGowen Charitable Fund

1996

David and Deborah Rice Fund

1995

Bill and Judy Watson Fund for the Arts

2011

McGuirt Family Fund

1996

Roaring Gap Community Fund Endowment

2010

Edward Kent Welch Memorial Fund

2005

McHugh Family Fund

2012

Roaring Gap Fund Education Endowment

2011

A.T. Williams Oil Company Fund

1988

1996

T. Wayne Robertson Memorial Fund

1998

A. Tab Williams, Jr. Crime Prevention Fund

1996

1996

Roslyn Trust

2000

A. Tab Williams, Jr. Public Education Fund

1996

M3 Family Fund Jim and Mary Allen Martin Fund

J. Frank and Laura Turnage McNair Charitable Trust William and Kim Means Charitable Fund

[50] FUNDS AND DONORS

the winston-salem foundation annual report

Donor-Advised Funds, continued FUND

YEAR

Catherine R. Williams Family Fund

2003

John W. and Donna H. Willingham Advised Fund

2006

Diana Dyer Wilson Endowment Fund

1971

Jane Butler and J.D. Wilson Family Trust

1983

Paula Wimmer Memorial Fund

2006

Windfall Fund

2012

Ann King Windham Fund

2004

Winston-Salem Dash Baseball Community Trust

1999

Winston-Salem/Forsyth County Economic Development Fund

1985

Winston-Salem Forsyth County Excellence in Education Endowment Fund

1982

Winston-Salem 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 Fund

1935

Womenâ&#x20AC;&#x2122;s Fund Endowment

2007

Rick and Lyn Worf Fund

1998

Elizabeth L. Wyeth Fund

1998

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 [51]

ENDOWED FUNDS

DESIGNATED AND AGENCY ENDOWMENT FUNDS

D

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

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

NEW FUNDS IN 2013

PURPOSE

Adam Legacy Endowment Fund Established by The Adam Foundation in 2013 for the support of its mission Louise S. and Samuel C. Adams Trust Established by the will of Louise S. Adams in 2013 for three organizations Anonymous (1) Aunt Pauline’s Pantry Fund Established by Charles R. Hemrick and Norma H. Charles-Sink with the Sam N. Carter and Pauline H. Carter Fund for the Ronald McDonald House of Winston-Salem College Park Baptist Church Endowment Fund Established by College Park Baptist Church to support the mission of the church Cecil and Henrietta Foushee Fund for Maple Springs Established to support Maple Springs United Methodist Church Bonnie B. and James C. Messick Charitable Fund Established by the estates of Bonnie and Jim Messick in 2013 for Faith United Methodist Church and for the Foundation’s community grantmaking Regina Derwin Lofland Fund Established by the estate of Regina Lofland in 2013 for six charitable organizations Carolyn G. and Charles H. Duckett, MD Endowed Fund Established by the Ducketts in 2013 as a designated fund to benefit educational and charitable entities in perpetuity SECU Family House Endowment Established by the SECU Family House as an agency endowment St. Timothy’s Episcopal Church Endowment Established by the church as an agency endowment St. Timothy’s Episcopal Church Outreach Fund Established by the church as an agency endowment to support outreach activities Frances and Jesse Temple Designated Fund Established with the remainder of two charitable trusts created by Jesse C. and Frances S. Temple Stuart C. Thomas Designated Fund Established with life insurance as a charitable fund Jesse C. Temple Trust Fund Established by the will of Jesse C. Temple in 2013 for various charitable purposes Twin City Kiwanis Endowment Established by the Twin City Kiwanis Foundation for the support of its mission and work Youth Opportunities Endowment Established from the proceeds of the sale of a former Youth Opportunities emergency shelter for the benefit of Youth Opportunities, Inc.

FUND

YEAR 2005

Ashburn Trust - Bowery Mission and Young Men’s Home

1970

Louise and Sam Adams Designated Fund Joyce Adger Endowment for Bethesda Center

2009

Ashburn Trust - World Vision

1970

Emily Allen Wildflower Preserve Protection and Management Endowment

2001

Associated Charities Fund

1928

Sarah Austin Child Development Center Trust

1995

Celeste Tucker Alspaugh Memorial Trust

1964

Bill and Hallie Beckerdite Trust Fund

2010

Nathalie L. Bernard Fund

1963

Big Brothers / Big Sisters Services, Inc. Endowment

1996

Mary Leight Booe Fund

1989 2004

Sarah Austin Family Services Shelter Trust

1991

Daniel and Jo Ann Boucher Industries for the Blind Endowment

John Wesley Alspaugh and Celeste Tucker Alspaugh 1964 Memorial Trust - Children’s Home

Mary Ruth B. Barrett Fund

2006

Gertrude and Morris Brenner Fund

1993

American Red Cross (NWNC Chapter) Endowment Fund

1997

Celestine Pate Bass Memorial Hospice Fund

2007

Hal Brownfield Endowment

2007

Marshall B Bass Best Choice Center Endowment Fund 1997

Buena Vista Median Restoration Endowment

2011

Amos Cottage - Harry O. Parker Wing Fund

2004

Marshall B Bass Fund for Senior Services

2008

Nick Bunce Friendship Fund

2002

Arts Council Endowment Fund

1957

2008

Bess Lee Burke Memorial Fund

2003

Arts for Life Endowment

2008

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

[52] FUNDS AND DONORS

the winston-salem foundation annual report

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

Designated and Agency Endowment Funds, continued FUND

YEAR

Goodwill Industries of NW NC, Inc. Endowment

1997

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

2000

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

1998

Calvary Baptist Church Fund

1998

Grace Court Trust

1996

Junior League of Winston-Salem Endowment Fund

1998

Camp Civitan Fund

1986

Bowman and Gordon Gray Trust

1970

2006

William Joyce Camp Dogwood Endowment

1995

1970

Dorothy M. Carpenter Fund

2008

Bowman Gray Trust - Bowman Gray School of Medicine

Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center Jane R. Kennedy Endowment Fund

1989

Carr Family Fund - Designated

2006

Gordon Gray Trust - Bowman Gray School of Medicine

1982

Louis and Gretchen Klaff Trust-Designated

2010

The Centers for Exceptional Children Endowment

2010

James A. Gray Endowment

1946

Petro Kulynych/Blue Ridge Parkway Foundation Endowment

2003

Centenary United Methodist Church Sunday School Fund

1927

James A. Gray Foreign Mission Fund

1948

John W. Landingham Fund

2009

Perry B. Clark Memorial Fund of Leadership Winston-Salem

1987

Group Homes of Forsyth, Inc. Endowment

1993

Peggy Bowen Leight Fund

2001

William H. Lester Memorial Scholarship

1990

A.F. Clement Trust - Designated

2011

1998

Joel and Blanche Clingman Charitable Trust

2009

Community Care Center for Forsyth County, Inc. Endowment

Habitat for Humanity of Forsyth County Endowment 1999 Fund-II

June Porter Johnson Fund for Salem Academy and College

2006

Trey Jones Philmont Scholarship Fund

2007

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

2010

Maintenance Trust for Lewisville United Methodist Church

2007

Gordon Hanes Memorial Endowment for Crisis Control Ministry

1995

Little Theatre Endowment Fund

1996

2000

1935

2001

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

Jacob F. Hanes Fund for Superannuated Methodist Ministers

Lloyd Presbyterian Church Fund

Nottie Riddle Cook Fund

1986

Planned Parenthood Dewitt Cordell Education Endowment

1987

Florence Corpening YWCA Mission Fund

2012

Elsie Ann Long Memorial Fund

1995 2008 2008

Jacob F. Hanes Fund for The Children’s Home

1935

Love’s UMC Capital Needs Fund

Joan H. Hanes Fund

1983

Love’s United Methodist Church Memorial Fund

2012

Jennifer Lowy-Dock Fund

1997

Lewis Lee and Suzanne Ellis Hawley Memorial Fund

2008

Lowy Fund - Shepherd’s Center

2000

1994

Anne and Bill Magness Meals-on-Wheels Fund

2008

G.L. Millsaps Memorial Trust

2000

J. William Moir Charitable Trust

2006

Montague Scholarship Medal Fund

1939

Virginia Scully Hart Memorial Fund

Athalene Couch Fund

2012

Charles E. and Pauline L. Hayworth Fund

Crimestoppers Endowment Fund

1992

2010

Crisis Control Ministry, Inc. Endowment Fund

1987

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

Crosby Endowment Fund

1987

Henderson Endowment for Galloway Memorial Episcopal Church

2010

Crosby Scholars Endowment Fund

2008

Ada Hill and Jesse Davis Powers Fund

2005

Mary Hill Habitat for Humanity Fund

1996

National Trust for Historic Preservation in the United States

1981

Lawrence and Wilda Hine Charitable Fund

2011

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

William G. Montgomery, MD Fund for Senior Services 1995

Mil and Marsh Naugle Fund

1999

2011

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

North Carolina Academy of Physician Assistants Endowment

1992

Enrichment Center Endowment

2006

James E., Jr. and Betty Jones Holmes Fund

1999

George S. Norfleet Bible Fund

1932

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

1999

Lawrence Byerly Holt, MD Memorial Fund

1988

Elizabeth C. and Ralph B. Ogburn Fund

1984

John H. Felts, M.D. Fund

2000

Raymond B. Hooker, Jr. Fund - Designated

2000

Old Hickory Council/Camp Raven Knob Endowment 1989

Forsyth Jail and Prison Ministries Endowment

2002

Hope Trust of Crisis Control Ministry

1995

Old Hickory Council Endowment Fund

Forsyth County Dental Society Endowment

2010

Judith and Marbry Hopkins Endowment

1996

Outer Banks Relief Foundation Fund

2011

Louise S. Hunter Fund

2004

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

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

1998

Bunny and Bill Davis Highland Scouting Fund

2000

Elkin Public Library Endowment

Friendship Force of Central North Carolina Fund

1987

Guy R. and Florence M. Fulp Charitable Trust

2000

Galloway Memorial Episcopal Church Endowment

2009

Germanton United Methodist Church Fund

2005

J. Kirk Glenn Jr. Endowment for Crisis Control Ministry

2008

Viola and Dwight Jackson Memorial Fund

1999

Ella Mae Johnson Fund

1994

Johnson Family Cemetery Trust Fund

1999

Jimmy Johnson Memorial Fund

2005

Johnson Legacy Fund for Art

2012

the winston-salem foundation annual report

1997

FUNDS AND DONORS [53]

Designated and Agency Endowment Funds, continued FUND

YEAR

Samaritan Ministries Endowment Fund

2001

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

Sawtooth School for Visual Art Endowment

1996

Mary A. Payne Charitable Fund

Sawtooth School for Visual Art Scholarship Fund

1996

2009

Lucy Paynter Fund

2005

Peace Haven Baptist Church of Winston-Salem Endowment

2010

Fred Taylor Peden Trust of St. Paul’s Wilkesboro Penland Endowment for Art Education Penland School of Crafts Fund

1983

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

1997

Spencer and Nell Waggoner Charitable Fund - Designated

2005

John and Pauline Hoots Waller Trust

1999

Ina B. Watson Trust

2000

Second Harvest Food Bank of Northwest North Carolina Fund

1997

Wilkes Library Endowment

2001

Senior Services, Inc. Endowment

1994

Wilkes Playmakers Inc. Endowment

2007

2001

R.Y. and Eileen Sharpe Fund

1983

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

1998

2010

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

1995

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

Shepherd’s Center of Greater Winston-Salem Endowment Trust

2005

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

1996

Irving and Minnie Sheppard Memorial Fund

1999

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

2007

Sloan S. Sherrill Fund

1978

LuTelle Sherrill Williams Fund

1986

Siloam Baptist Church Endowment Fund

1997

2001

Francis D. and Phyllis Canup Pepper, Jr. Fund

1997

Louise A. Peterson Trust

2002

Pfafftown Jaycees Designated Fund

2005

Paul and Sara Sinal Fund

1997

Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center

1968

Diana Dyer Wilson Organ Maintenance Fund

1993

1997

Frances Horne Smith and Howard H. Smith Memorial Fund

Winston-Salem Civitan Fund

2009

Julia Davis Pollard Memorial Fund

1969

Gilbert W. and Gail S. Spencer Fund

2008

1986

Sprinkle Mission Fund

1982

Winston-Salem Delta Fine Arts, Inc. Endowment Fund

1995

Orpha Marie Leonard Pope Fund Richard and Barbara Pope Trust

1998

Stafford Fund for Bunker Hill Cemetery

2011

Winston-Salem National Little League Endowment

2000

2011

Winston-Salem Piedmont Triad Symphony Heritage 1999 Fund

Piedmont Opera Endowment Fund

1987

Kerr and Naomi Pinnix Designated Fund

2006

Pinedale Christian Church Fund

Larriston Hill Powers Memorial Fund

2005

Pearl Fields Stafford Fund for Salem Academy

Preservation North Carolina - Winston-Salem Regional Office Endowment Fund

1997

Lucy L. Stedman Memorial Fund

1931

Ruth Stevenson Stewardship Endowment

2004

Kenneth O. Raschke Literacy Initiative Trust

1996

Ralph and Peggy Stockton Arbor Acres Fund

2006

Mary Neil Henderson Rice Designated Fund

2010

Sturmer Spay and Neuter Fund

1993

Stephen G. Richey Memorial Fund

1986

Summit School Endowment Fund

1959

Wood Richmond Memorial Fund

1960

Robert E. Taylor Memorial Fund

1995

Golding H. Riddle Fund

1953

William Mills and Margaret Parks Taylor Fund

2007

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

2001

Tower Fund

2008

Right Turns for Youth Endowment

2003

Trinity Center Endowment Fund

Jimmy Roddick Fund

2010

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

1985

Lorraine Flynt Rudolph Endowment Fund

2004

Winston-Salem Symphony Chair Endowment Fund

1971

Dorothy E. Wolf Charitable Fund

2010

Wolfe Family Charitable Fund

1996

Wolfe-Steele Young Life Trust

1996

Jane Gilbert Womble Fund

2010

William F. and Jane Gilbert Womble Fund for Arbor Acres

2010

William F. and Jane Gilbert Womble Fund for Senior Services

2010

2000

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

2001

World Law Fund

1994 1999

Unitarian Universalist Fellowship Endowment

2002

Bland and Ada Worley/Blue Ridge Parkway Foundation Trust

United Way Caring Shares Endowment

1990

Hal G. Worley Endowment Fund

2011 1998 1995

St. Paul’s Episcopal Church Endowment

1946

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

Chris Yarborough Memorial Sawtooth School Trust

St. Paul’s Episcopal Church Mission Fund

1950

Forrest and Gene Vogler Arts Endowment

St. Paul’s Wilkesboro Endowment Fund

2001

H. and E. Vogler Fund

1978

YMCA of Greater Winston-Salem Heritage Club Endowment

St. Philip’s Episcopal Church Fund

1953

Voluntary Action Center Training Endowment Fund

1986

St. Stephens Episcopal Church Endowment

1997

[54] FUNDS AND DONORS

the winston-salem foundation annual report

2008

Special Children’s School - Jacqueline Styers Young 2001 Fund

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 to support students from a particular high school, church, or county, or for those who attend a specific

college or university.

NEW FUNDS IN 2013

PURPOSE

Trina M. Batchelor Memorial Scholarship Established by Steve Batchelor to provide scholarships for graduating high school seniors Hispanic League Scholarship Established by Hispanic League to support scholarships for current and former ESL students Shaun Edward Stewart Scholarship Established by Bonnie Stewart to honor her son and to provide scholarships for graduating high school seniors Paul M. Wiles Scholarship Fund Established in 2011 and endowed in 2013 to honor Paul Wiles upon his retirement from Novant Health

FUND

YEAR

Lloyd E. and Rachel S. Collins Scholarship Fund

2001

Claude B. Hart Memorial Scholarship

2004

Clyde and Martha Aldridge Scholarship

2007

Mary Rowena Cooper Scholarship Fund

1991

1994

Annie S. Alexander Memorial Scholarship

2009

Ray and Jackie Cope Scholarship Fund

2005

William T. Hatch and Mabel P. Hatch Scholarship Fund

Kate Allred Education Grant

2010

D.C. Cornelius Memorial Scholarship Fund

2004

Fred and Mozelle L. Hinshaw Scholarship Fund

1995 1990

William H. Andrews/HAWS Scholarship Fund

1993

Serena D. Dalton Scholarship Fund

1977

Walter R. Hoag Scholarship Fund

Zack H. Bacon IV Scholarship

2005

Joseph E. Davies Scholarship Fund

2002

Fred Colby Hobson Scholarship Fund

1994

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

2002

Bunny and Bill Davis Highland Scholarship Fund

2000

Brevard R. Hoover, Jr. Leadership Award

2007

I.W. Hughes Scholarship Fund

2008

2005

Oliver Joel and Ellen Pell Denny Healthcare Scholarship

1985

Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College

Joyce and Jim Dickerson Scholarship Fund

2000

Sergeant Mickey Hutchens Leadership Scholarship

2009

Marshall B Bass Scholars Endowment Fund at Livingstone College

2007

Digestive Health Specialists Scholarship

2010

Marshall B Bass Scholars Fund at Voorhees College

2004

Wade and Marcelene Duncan Scholarship Fund

2004

F. A. and Charlotte Blount Scholarship

2007

Billy Dwight Memorial Scholarship

2011

Sam L. Booke, Sr. Scholarship Fund

1989

East Forsyth High School Alumni Scholarship

2002

Boyles-Eidson Scholarship Fund

2001

Jeanna Brown Memorial Scholarship Fund

1986

Tien Bui Memorial Scholarship

2007

Bryon Tyler Burdick Memorial Fund

1989

Wes Burton Memorial Scholarship

2005

Carver High School Alumni Association Scholarship 2010

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

2009

Marlene Marie Pope Flinchum Scholarship

2001

Forsyth County Nursing Scholarship Fund

1969

William Ragsdale Froelich Memorial Scholarship

2010

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

A. Ruth Hutchins Memorial Scholarship

2010

Elizabeth Loving James Memorial Scholarship

2007

John Russell Jarman Scholarship Fund

1996

Flora Royall Johnson Scholarship Fund

1996

Stella B. Johnson Scholarship Fund

1987

Tripp Joye Memorial Scholarship Fund

2009

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

1997

J. Lee Keiger, Jr. Family Fund

1999

Douglas Gray Kimel Scholarship Fund

2007

Joyce Kohfeldt Endowment for Crosby Scholars

2011

Mark Collier Caudill Scholarship

2011

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

2004

Ray S. Church Memorial Scholarship Fund

2006

Matthew Alan Gfeller Memorial Scholarship

2009

Lambeth Family Scholarship

2011

A.F. Clement Trust for Scholarships

2011

Claire Tillson Gladding Scholarship

2010

Law Enforcement Benefit Fund

1993

Gwenn Steward Clements Scholarship

2009

James A. Gray High School Alumni Scholarship

2002

Law Enforcement Family Scholarship Fund

1994

Azalee Clements Memorial Scholarship

2012

Josh Gray Memorial Scholarship

2010

Leinbach Chain-Breaker Scholarship Fund

1992

Elmer and Rosa Lee Collins Scholarship

2006

Robin and Danny Greenspun MBA Scholarship

2011

Denver Lindley, Jr. Arts Scholarship Fund

2012

the winston-salem foundation annual report

FUNDS AND DONORS [55]

Student Aid Funds, continued FUND

YEAR

Johnny Lineberry Memorial Scholarship Fund

2008

L.D. and Elsie Long Memorial Scholarship Fund

1980

Love’s United Methodist Church Scholarship for Christian Education

2008

Love’s United Methodist Church Scholarship Fund

2008

Edwin E. and Grace Kimrey Maddrey Scholarship Fund

2003

Douglas N. Marlette Memorial Scholarship Fund

2012

Mary Speer Martin Scholarship Trust

1997

R. Bruce Matthews Student Assistance Fund

2010

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

1998

Rider Family Scholarship

2004

Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund

1996

Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund

1998

Samuel K. Rowland Trust

1928

Salem Lodge #139/Robert A. Miller Memorial Scholarship

2011

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

2007

Julia Yokeley Miller Memorial Scholarship Fund

1983

Sharpe Student Loan Fund

1981

N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund

2003

Bruce Shelton Scholarship Fund

1991

Thomas E. Shown, MD Scholarship Fund

2006

Gray W. Mock Family Scholarship

2005

Jonathan LaRon Skinner Memorial Scholarship

2010

Chester Arzell and Helen Miller Montgomery Scholarship Fund

2007

Ann Lewallen Spencer Scholarship Fund

1995

Stultz Scholarship Fund

1982

Summit School Opportunity Fund

2006 1966

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

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

2012

Paul Holcomb Murphy Memorial Fund

1983

Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship

Murray Supply Company Scholarship

2006

Bill and Cynthia Tessien Scholarship

2011

Michael Nachman Scholarship Fund

1995

Jeff Turner-Forsyth Audubon Scholarship Fund

2005

Emma Kapp Ogburn Memorial Fund

1946

Nell and Spencer Waggoner Scholarship Fund

2005

Orthopaedic Specialists of the Carolinas’ Nursing Scholarship

2002

Art and Dannie Weber Fund for Forsyth Technical Community College

2007

Willis H. Overby Scholarship

2010

Art and Dannie Weber Scholarship

2007

Jeannette Anderson Parker Memorial Scholarship Fund

2008

Erma Drum Webster Fund

1996

A. Tab Williams, Jr. Scholarship Fund

2003

Otis B. and Genevieve W. Parrish Scholarship

2010

Alice Conger Patterson Scholarship

2007

A.T. Williams Oil Company Scholarship Fund

1998 2001

William H. and Lena M. Petree Trust

1996

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

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

2004

Elizabeth T. Williams Memorial Scholarship

1999

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

2004

Edwin H. and Louise N. Williamson Endowed Scholarship

2007

Philo ABC Memorial Scholarship Fund

2001

The Winston-Salem Foundation Student Loan Fund

1947

Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund

2005

Winston-Salem Hospitals Consortium Nursing Student Loan Fund

1981

Dean Prim Scholarship Fund

1989

Erica Wolfe Memorial Scholarship Fund

1998

Robert G. Prongay Key Club Scholarship

2001

Woodbine Big Dreams Scholarship

2011

Patty Brendle Redway Fund

1996

1985

Kate B. Reynolds Scholarship Fund

1979

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

1983

[56] FUNDS AND DONORS

the winston-salem foundation annual report

THE WINSTON-SALEM FOUNDATION

T

SCHOLARSHIP AND EDUCATION GRANT

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

Keith Jackson Memorial Fund

1976

N.D. Sullivan Charitable Trust

1971

2006

Andrew Lane Memorial Scholarship

2006

George B. Whitaker Memorial Student Loan Fund

1927

Leo Caldwell Memorial Student Loan Fund

1923

Lasater Student Loan Fund

1927

Stanley Michael Elrod Scholarship Fund

2004

Rachel Tolson Law Memorial Scholarship Fund

2008

Emergency Loan Fund

1937

Ricky Douglas Mitchell Scholarship Fund

2009

Ms. Konstance L. Coston

John L. Gilmer Student Loan Fund

1947

Norfleet Memorial Fund

1976

Mr. and Mrs. J. Carlton Deaton

John Gold Memorial Fund

1976

Lucy Simmons Puryear Memorial Scholarship Fund

1994

Anna Hodgin Hanes Student Loan Fund

1926

W.N. Reynolds Student Loan Fund

1931

The Mortimer and Barbara Klaus Family Foundation

Stanley D. Hartgrove Memorial Scholarship Fund

1997

M.D. Stockton Education Fund

1927

Guy J. Bridges, Jr. Educational Fund

DONORS IN 2013

the winston-salem foundation annual report

FUNDS AND DONORS [57]

NON-ENDOWED FUNDS

NON-ENDOWED ADVISED FUNDS

N

ON-ENDOWED ADVISED FUNDS allow donors to make grant recommendations from the principal of their fund. Because of the simplicity and efficiency of these funds, many donors use them for annual charitable giving purposes.

NEW FUNDS IN 2013 John and Jeanne Bennett Family Fund

Brenda and Scott Gerding Fund

Kate B. Reynolds Charitable Fund

Bruce T. and Susan B. Brown Family Fund

Jennifer Wallis Hill Advised Fund

Annie and Troy Sager Charitable Fund

Josh Bush Charitable Fund

Robert E. and Martha C. Leak Charitable Fund

Mr. and Mrs. Douglas Sean Toole Fund

Carswell/Parsley Family Fund

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

Truliant Federal Credit Union Fund

Tom and Jocelyn Connors Fund

Ray and Cathy Owen Charitable Fund

David C. and Mary F. Twine Charitable Fund

DeRamus Family Fund

Prince William Community Benefit Fund (Burriss)

Carol Ziel and Donald Kautz Fund

Ragan and McDara P. Folan, III Charitable Fund

Prince William Community Benefit Fund (Jones)

Garrett-Glass Donor Advised Fund

Prince William Community Benefit Fund (Khot)

Tom and Jean Adams Fund

Mr. and Mrs. Graham F. Bennett Advised Fund

Susan Cobb Carson Advised Fund

AEG Fund

Bentley Fund

Thomas A. and Kay B. Carter Advised Fund

David and Liz Albertson Fund

Bill Benton Non-Endowed Fund

David and Deborah Cassels Fund

Hannah Albertson Fund

Deborah L. Best Advised Fund

Mr. and Mrs. Thomas H. Caudle Advised Fund

Martha Albertson Fund

Mr. and Mrs. H. Lee Bettis Advised Fund

Cavanaugh Fund

Elms and Harriet Allen Advised Fund

Frank L. Blum Fund

Steve and Tonya Cavanaugh Hope Fund

Gayle Anderson/Carey Hedgpeth Fund

Wilba Parrish Brady Advised Fund

Hobart and Adelaide W. Cawood Fund

Dr. Stephen G. and Cynthia Anderson Advised Fund

Paul Breitbach Fund

Chuck and Bobbie Chambers Advised Fund

Mr. and Mrs. James N. Andrews Fund

Brendle Advised Fund

Dudley C. and Winborne S. Chandler Fund

Anonymous (7)

Mike and Wendy Brenner Charitable Fund

Barbara F. Chatham Advised Fund

ARC Fund

James T. and Betty S. Brewer Fund

Jerry and Brenda Cheek Charitable Fund

Marie and Guy Arcuri Family Fund

Bridgeford Charity Fund

Christopher Fund

Douglas D. Arnold and Lynn E. Calhoun Advised Fund

Michael Britt Family Fund

Nick and Jennifer Chrysson Advised Fund

Dan and Margaret Austell Fund

Brookfield Fund

Jeff T. and RenĂŠ F. Clark Advised Fund

Dr. Khosrow Bahrani Advised Fund

Grace and Jimmy Broughton Fund

Perry and Kelli Clark Charitable Fund

Charles S. and Beth D. Baldwin Advised Fund

Bruce T. and Susan B. Brown Charitable Fund

Gwenn S. and Michael L. Clements Advised Fund

Pam and Bill Ball Advised Fund

Henrietta Dibrell Brown Advised Fund

D. Elwood Clinard Fund

R. Barrett Family Fund

Kenton and Amy Brown Fund

Kirtan Coan and Al Greene Advised Fund

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

Kirby C. Brown Fund

Sophia Cody Advised Fund

Michael and Julie Baughan Fund

Patty and Malcolm Brown Fund

Robert F. Coil Advised Fund

Bill and Louise Bazemore Fund

Rodney C. and Martha R. Brown Fund

Gary W. and Virginia F. Cole Advised Fund

Edward S. and Barbara T. Beason Advised Fund

Callahan Family Fund

David and Carole Collins Fund

Stewart and Tracey Beason Charitable Fund

Canary Fund

Teresa L. Conrad Fund

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

Angela and William Carr Advised Fund

Barry and Dottie Cook Fund

[58] FUNDS AND DONORS

the winston-salem foundation annual report

Non-Endowed Advised Funds, continued Harry Corpening Fund

Donna and Michael Fina Advised Fund

Robin M. Hanes Fund

Charles A. and Sally P. Corpening Family Fund

Gary G. and Diana B. Fleming Fund

Kathy and Jim Hardison Advised Fund

James and Barbara Corrigan Advised Fund

Gary Flower Advised Fund

S.W. Harjes Fund

Dr. and Mrs. Robert J. Cowan Advised Fund

Representative Dale and Synthia Folwell Family Fund

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

Cramer Family Fund

Forsyth Medical Center Community Benefit Fund (Thomas)

John and Anne Harrison Advised Fund

Craven Family Fund

T. Vernon and Jennifer K. Foster Fund

Hash Advised Fund

Jane and Penn Craver Advised Fund

Alice M. Foster-Ficken Fund

Linda Adair Hatcher Memorial Fund for Eating Disorders

Mrs. Elizabeth W. Crockett Advised Fund

Cecil and Henrietta Foushee Advised Fund

Charles H. and Susan R. Hauser Advised Fund

O.K. Crouch Family Fund

Sheila F. and John C. Fox Fund

Dick and Karen Hedrick Advised Fund

Rick and Sara Crowder Charitable Fund

Alice Dibrell Freeman Family Fund

Edna and Jeff Helms Fund

Grace L. Cullinan Advised Fund

Bo and Jenny Fulton Charitable Fund

Jay and Jane Helvey Advised Fund

Julia C. Cullinan Advised Fund

Nella P. Fulton Advised Fund

Tommy L. and Patricia B. Hickman Family Fund

Walker M. Cullinan Advised Fund

Paul Fulton Non-Endowed Advised Fund

Doris and William Hohman Non-Endowed Advised Fund

S. G. Dale Fund

Camille and Jim Galloway, Jr. Advised Fund

Julie Holland Charitable Fund

Bill and Betty Gray Davis Advised Fund

Dr. Kenneth R. Gallup, Jr. Advised Fund

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

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

Caroline Gamble Charitable Fund

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

Richard and Mary Dean Family Fund

Harold and Patricia Garner Donor Advised Fund

Homebuilders Association of Winston-Salem Charitable Fund

Deaton Family Advised Fund

John and Linda Garrou Advised Fund

Bob and Gwynn Hooks Fund

Deem/Turner Charitable Fund

Susie and John Gates Charitable Fund

Hope For The Hopeless - Spencer Meyer Foundation Fund

Robin and Christopher DeVane Advised Fund

Gfeller Family Fund

Mark and Betsy Hoppe Family Fund

Louis Nelson Dibrell III Family Fund

Jim and Mary Alice Gibbs Advised Fund

H & R Hough Fund

Patricia Ann Rudolph Dixson Advised Fund

John Munro and Flavel McMichael Godfrey Advised Fund

Wava Howard Runnymede Beautification Fund

Kay and Dan Donahue Fund

Ted and Julia Ann Goins Advised Fund

Eric N. Hoyle Advised Fund

Mr. and Mrs. James W. Douglas Advised Fund

Tony and Vi Golding Fund

Robert C. and Catherine C. Huber Advised Fund

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

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

Tom and Lucia Hughes Family Fund

Ashley H. and Graham P. Dozier Advised Fund

Thomas O. and Leesa L. Goodson Advised Fund

John W. Hunt Advised Fund

Dale E. and Luci H. Driscoll Advised Fund

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

Hunter Family Fund

Dr. Charles H. and Carolyn G. Duckett Fund

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

Frank and Margaret Hunter Fund

Noel Lee Dunn Advised Fund

Kathryn Hanes Snow Advised Fund

Mr. and Mrs. David A. Irvin Advised Fund

Eagan Brothers LLC Fund

C. Boyden Gray Advised Fund

Jim and Dianne Iseman Charitable Fund

David C. Eagan Fund

Hunter Gray Advised Fund

Susan Cameron (Ivey) Advised Fund

Mary M. Eagan Fund

Grosswald Family Charitable Fund

Francis and Adele James Advised Fund

Bob and Gayle Edwards Advised Fund

Alfa and Gerry Gunzenhauser Non-Endowed Advised Fund

Jarrahi Family Advised Fund

Robert and Amy Egleston Advised Fund

Carlota G. Haberkern Fund

JG Advised Fund

Eisenberg Family Advised Fund

Hall Family Fund

JMJ Community Investment Fund

Jerry and Janet Enos Fund

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

Elizabeth G. and Stephen A. Johnson Charitable Fund

Gerald and Ann Esch Donor Advised Fund

Kelley and Drew Hancock Advised Fund

Peter and Karen Johnson Advised Fund

Gerald and Lee Evans Family Fund

Hands and Feet Fund

Ann and Halbert Jones Charitable Fund

Lisbeth C. Evans and James T. Lambie Advised Fund

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

Christopher and Lucinda Kellam Jones Fund

Alexander C. Ewing Advised Fund

Helen C. Hanes Fund

Mike and Brooke Joyce Fund

Falken Family Fund

Jim Hanes Fund

JSCG Donor Advised Fund

Bobby and Betty Faulkner Fund

Marcus Hanes Fund

Pam and Fred Kahl Advised Fund

the winston-salem foundation annual report

FUNDS AND DONORS [59]

Non-Endowed Advised Funds, continued David and Rachel Katzer Charitable Gift Fund

Nancy Davis McGlothlin Fund

Novant Community Benefit Fund (Stone)

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

Cathleen and Ray McKinney Fund

Novant Community Benefit Fund (Tillman)

Sherry A. Kellett Fund

John and Grace McKinnon Advised Fund

Novant Community Benefit Fund (Valentine)

Charlie L. Kennedy, MD Donor Advised Fund

J.P. McMichael, Jr. Advised Fund

Novant Community Benefit Fund (Woodlief)

Robert M. and Mary R. Kerr Advised Fund

J. Frank and Laura Turnage McNair Advised Fund

Anita and Tom Ogburn, Jr. Fund

Nancy T. and Richard J. Keshian Fund

Thomas C. McNeil and Sandra B. McNeil Advised Fund

Laney and Merritt Orr Fund

Cornelius Vanstory King Advised Fund

William L. and Monica E. McSwain Advised Fund

Judith R. and Samuel H. Owen Fund

Robert W. and Candy E. Kiser Charitable Fund

Judson J. and Alice C. Milam Fund

Ben C. and Mildred W. Paden Advised Fund

Edith and Bill Knott Fund

Hof and Kathryn Milam Charitable Fund

Mr. and Mrs. Craven B. Page Advised Fund

D. Joyce Kohfeldt Fund

Charles W. Miller Fund

Mary Beth and Bob Parker Fund

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

Miller Family Advised Fund

Margaret Weatherspoon Parker Fund

Petro Kulynych Advised Fund

Richard H. and Nola G. Miller Advised Fund

Brookes H. Parrish Fund

Gilmour and Nancy Lake Advised Fund

Susan Dibrell Miller Family Fund

Joe and Britt Parrish Fund

Lambeth Family Fund

James H. Millis, Jr. Fund for High Point

John and Dominique Patrick Fund

Susan and George Lautemann Advised Fund

James H. Millis, Jr. Fund - Unrestricted

Lucie and Chuck Patton Fund

Margaret G. Leight Advised Fund

Mist Island Foundation Fund

Carol and Raymond Pearson Charitable Fund

Mary A. Leight Advised Fund

J. Frank and Lynda K. Morris Advised Fund

Peter Perret Fund for Young Musicians

Kathy and Mike Lewis Fund

Frank and Mary Jo Murphy Advised Fund

Clifford and Elizabeth Perry Advised Fund

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

Dan and Bonnie Murphy Charity Fund

Ford and Jeanene Perry Advised Fund

Lindsay Family Fund

Murphy-Smith Family Fund

Lineberger Family Fund

Murray Supply Company Advised Fund

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

Dr. A. Stanley and Mary Margaret Link Fund

Walter V. and Martha W. Murray Advised Fund

Pfefferkorn Company Advised Fund

George and Susan Little Advised Fund

Leigh Thurston Myers Charitable Fund

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

Scott and Michelle Livengood Fund

Robert F. and Bonnie L. Naas Advised Fund

Mr. and Mrs. Stephen F. Phelps Advised Fund

Matt and Emmie Long Fund

Mr. and Mrs. Lucian H. Neal Advised Fund

David and Ingrid Pisetsky Advised Fund

Frank and Kay Lord Advised Fund

J. & J. Neely Advised Fund

William Pitser Advised Fund

David and Libby Lubin Fund

David and Scottie Neill Advised Fund

Pitt Hopkins Syndrome Fund

Ludy Marie Fund

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

Margaret Scales and Graydon Pleasants Advised Fund

Gail Lybrook Advised Fund

Robert and Melanie Niblock Charitable Fund

Nancy and Ed Pleasants Advised Fund

John F. and Annette P. Lynch Fund

Tom and Marilyn Nicholson Fund

Dr. Harold C. Pollard III Fund

Dr. Mark P. Maier Advised Fund

Fred and Lillian Nordenholz Fund

Dr. and Mrs. Eddie Pollock Advised Fund

Richard A. and Carrie Wall Malloy Advised Fund

Keith and Lisa Norman Family Advised Fund

Robert S. and Wanda E. Pool Fund

Deborah S. Marshall Non-Endowed Advised Fund

Robert S. and Marianne D. Northington Advised Fund

Jane and Joe Potter Fund

Mr. and Mrs. James E. Martin Advised Fund

Novant Community Benefit Fund (Baughan)

Prince William Community Benefit Fund (Belden)

Janet and O.C. Martin III Fund

Novant Community Benefit Fund (Conrad)

Prince William Community Benefit Fund (Danziger)

Dr. Richard Marx Advised Fund

Novant Community Benefit Fund (Evans)

Prince William Community Benefit Fund (Fairchild)

Masich Family Fund

Novant Community Benefit Fund (Gordon)

Prince William Community Benefit Fund (Gary)

Doug and Mary Anne Maynard Fund

Novant Community Benefit Fund (Ketner)

Prince William Community Benefit Fund (Grzejka)

Drane and Bill McCall Advised Fund

Novant Community Benefit Fund (Lyles)

Prince William Community Benefit Fund (Gutliph)

Thomas P. and Anne B. McDowell Fund

Novant Community Benefit Fund (Murphy)

Prince William Community Benefit Fund (Hoover)

Walter McDowell Advisory Fund

Novant Community Benefit Fund (Plyler)

Prince William Community Benefit Fund (Magalski)

Sarah Murphy McFarland Advised Fund

Novant Community Benefit Fund (Stolz)

Prince William Community Benefit Fund (Parr)

[60] FUNDS AND DONORS

the winston-salem foundation annual report

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

Bucky and Debbie Sizemore Fund

Lee Wallace Fund

Nan and Tim Prout Charitable Fund

Mike and Beth Skorich Advised Fund

Hans W. and Elizabeth K. Wanders Advised Fund

T.J. and Nancy Pulliam Advised Fund

Bruce W. and Sara C. Smith Advised Fund

Jack and Jean Ward Advised Fund

Purcell Family Fund

Kenny and Amy Smith Fund

William G. Ward, MD Family Advised Fund

PWB Healthy Lifestyle Fund

Brant and Kay Snavely Fund

Leslie R. and Robert E. Warhover Advised Fund

Mrs. Elizabeth L. Quick Advised Fund

John and Nancy Southard Advised Fund

Phil and Jean Waugh Family Trust

George and Susan Ragland Fund

Frederick P. and Gerrii S. Spach Fund

Cornelia K. Weigl and Lachlan MacLachlan Advised Fund

Rainey Charitable Fund

Spaugh Family Fund

Ramona Fund

Mary Jo W. and R. Arthur Spaugh Fund

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

Reaves Family Charitable Trust

Ann Lewallen Spencer Fund

Burton and Frances Reifler Fund

Nancy Spencer Advised Fund

Dick and Sandy Respess Fund

Michael W. Sperry Advised Fund

Reynolda Rotary Benevolence Fund

Stanley Family Success Fund

Dr. Vade Rhoades Fund

W. Fletcher and Anna B. Steele Family Fund

Lori and Pat Riazzi Fund

Shaun Edward Stewart Fund

Richard T. Rice Fund

Stratford Rotary Benevolence Fund

Rickelton Fund

Rick and Kate Streng Advised Fund

Roaring Gap Fund

Strother-Mayer Fund

Pauline and Norwood Robinson Fund

Richard and Nancy Sullivan Fund

Roddick Benevolence Gift Trust

John J. and Betty Pratt Sutton Advised Fund

Suzie and Dennis Ross Fund

Sutton Family Fund

Charles and Courtney Rowe Charitable Fund

Jack and Cindy Sutton Fund

David F. and Martha Wilson Rowe Advised Fund

Virginia and Jim Sutton Advised Fund

Steve and Nancy Rowell Charitable Fund

Nancy King Tanner Advised Fund

Mr. and Mrs. H. Norton Willis Fund

Michael and Deborah Rubin Advised Fund

Targacept TargaCare Fund

Robert M. Willis Fund

Curtis Flynt Rudolph Advised Fund

John A. Taylor Advised Fund

Wilson Family Fund

Carver and Betsy Rudolph Advised Fund

Marguerite B. Taylor Advised Fund

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

Sanford Harrison Rudolph Advised Fund

Thomas Teague Fund

W.T. Wilson Advised Fund

James M. and Lorre C. Ruffin Fund

Ron and Merle Tedder Charitable Fund

I am Free From Fund

Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund

Louise Dibrell Theberge Family Fund

Winters Advised Fund

Jill Runnion Fund

John B.R. Thomas Donor Advised Fund

Winston-Salem Rotary Benevolent Fund

Dr. Wilson and Marcia Russell Fund

Charles Tinsley Fund

Winston-Salem Twin City Host Lions Club Advised Fund

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

F. Nelson Tomlinson Advised Fund

Calder and Martha Womble Advised Fund

William Madison and Phoebe Barnhardt Satterwhite Fund

Dr. and Mrs. James F. Toole Advised Fund

Erna and Bill Womble, Jr. Advised Fund

Robert D. and Pamela B. Saunders Fund

Triad Academy Scholarship Fund

Womble Carlyle Fund

Thomas D. and Katherine E.M. Schroeder Fund

Triantos Fund

Ralph H. Womble Advised Fund

Beverly Britton Rudolph Shaw Advised Fund

Mary Kay Tucker Advised Fund

William F. Womble Advised Fund

Bill and Shirley Shaw Fund

Alex and Elliott Turner Advised Fund

wurks Charitable Fund

Sherwood Forest Elementary School Fund

Eleanor James Vance Advised Fund

Mr. and Mrs. Scott K. Young Charitable Fund

Adrian and Bob Shore Advised Fund

Stuart F. and Frances McD. Vaughn Advised Fund

Stephen and Bonnie Zades Advised Fund

Dr. Thomas E. Shown Advised Fund

Peter and Carol Vrooman Advised Fund

Mr. and Mrs. Nick G. Zegrea Advised Fund

Joe B. and Virginia L. Simpson Advised Fund

Susan B. Wall Advised Fund

Mr. and Mrs. P. Everett Wells III Advised Fund Debbie S. Westbrook Advised Fund Togo D. West, Jr. Advised Fund Harden and Janet Wheeler Fund Whitaker Elementary Endowment Fund Louisa Whitaker Advised Fund William A. Whitaker Advised Fund Nancy and Monty White Advised Fund Scott and Lauren Wierman Advised Fund Paul and Jan Wiles Charitable Gift Fund Arthur T. and Catherine R. Williams, III Advised Fund Cynthia Williams Advised Fund Dr. and Mrs. S. Clay Williams, Jr. Advised Fund John G. and Patricia G. Williard Fund Mr. and Mrs. Ben S. Willis, Jr. Advised Fund

the winston-salem foundation annual report

FUNDS AND DONORS [61]

NON-ENDOWED FUNDS

TEMPORARY FUNDS

T

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

BB&T Ballpark Sculpture Fund

Farm Fresh Healthy Living Program

Emile J. Simonel Memorial Fund

Black Philanthropy Fund

William A. Goodson, Jr. Memorial Fund

US Airways Community Project

Blue Ridge Developmental Day Fund

Steve and Lyn Halstead Fund for Twin City Youth Soccer

Michael and Buffy Waltrip Charitable Fund

Vivian Burke Commemoration Fund

H.O.P.E. of Winston-Salem Fund

Waltrip Brothers Charitable Fund

Carolina Center for Cognitive Rehabilitation Fund

Hospice Healing Build Fund

COAD Disaster Relief Fund

Housing Authority of Winston-Salem LEAD Scholarship

Winston-Salem Community Development Collaborative Fund

Embrace Life Day Event Fund

Peppercorn Children’s Theatre Fund

Women’s Fund of Winston-Salem

Equality Winston-Salem Fund

PRIDE Winston-Salem Fund

Robert Faircloth Memorial Fund

R.J. Reynolds High School Stadium Fund

[62] FUNDS AND DONORS

the winston-salem foundation annual report

CHARITABLE TRUSTS

T

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

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

CHARITABLE TRUSTS Abner Alexander Irrevocable Living Annuity Trust

William and Drane Vaughn McCall Irrevocable Living Unitrust

Elms and Harriet Allen Unitrust

Nancy Davis McGlothlin Charitable Remainder Unitrust

Stephen G. Anderson Irrevocable Living Unitrust

John B. and Grace D. McKinnon Irrevocable Living Unitrust

James L. Barnhardt Charitable Remainder Trust

Margaret W. Parker Charitable Lead Unitrust

Edward S. and Barbara T. Beason Unitrust

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 Remainder 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

F. Conard and Jean Snyder Charitable Lead Annuity Trust

Eugenie Waddell Carr 2013 CRUT

Nancy H. Southard Irrevocable Living Unitrust

Harry O. Corpening Charitable Remainder Unitrust

Nancy S. Spencer Charitable Remainder Trust

Athalene Couch 2007 Charitable Remainder Unitrust

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

Joyce H. and James P. Dickerson Charitable Remainder Trust

Edward E. Stivers Charitable Annuity Trust

Frank E. and Mary B. Driscoll Charitable Remainder Trust

Ludy M. Strother Charitable Lead Annuity Trust

Elizabeth T. Edmondson Irrevocable Living Annuity Trust

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

Aleta Griffin Ellison 2012 Charitable Remainder Annuity Trust

David H. Tate Irrevocable Living Unitrust

Donald F. Folger Charitable Remainder Unitrust

Virginia Burris Trivette 2012 Charitable Remainder Unitrust

Kathryn W. Garner Irrevocable Living Unitrust

Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust

Jean Abell Glass 2013 Charitable Remainder Annuity Trust

Hans W. Wanders Irrevocable Living Unitrust

Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust

Arthur G. and Susanne S. Weber Charitable Remainder Unitrust

Edmund B. Hopkins Irrevocable Living Unitrust

A. Tab Williams, Jr. Charitable Annuity Lead Trust

Lucy Kaplan Irrevocable Living Unitrust

Mathilda G. Wolfe Charitable Remainder Unitrust

William A. and Edith T. Knott Irrevocable Living Unitrust

W.F. Womble Irrevocable Living Unitrust

William G. and Ava O. Koronis Charitable Unitrust

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

Mary Annette Leight 2002 Charitable Unitrust

Roma Lee Woosley 2005 Charitable Remainder Annuity Trust

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

the winston-salem foundation annual report

FUNDS AND DONORS [63]

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 9,000 names.

THE FOLLOWING NAMES WERE ENTERED INTO THE BOOK OF MEMORY IN 2013: Addie R. Acey

Cortlandt Preston Creech

Nancy Frizzell Alexander

George Curtis

Vivian Christine Coffey Allred

Barbara Shelton Davis

Don G. Angell

Nancy Katherine Davis

Robert Follin Armfield

Mandy Mitchell Dozier

Richard Lofton Bagnal III

Carl A. Dull, Jr.

Mildred Myers Blake

Robert E. “Bob” Elberson

Charlotte Emerson “Liebe” Blount

Margaret Macklin Fowler

Marian Davis Bowen

Marianne Hillhouse Frick

Elizabeth Webster Brandon

Sandra Lou Kirkham Gallant

John T. Brandon, Jr.

Elizabeth Roe “Lib” Glenn

Martha Carter

Bennett Daniel Gross, Sr.

Wilbur Lee Carter, Jr.

Wilma Marie Gunter

Dorothy “Dot” Casey

Dorothy Foust Hall

Dr. Walter Cawood

Arthur James “A.J.” Hammill, Jr.

Maryann “Mia” Cinc

Michael O’Neal Hampton

Jane Hill Clarkson

Phillip O. Newman

Betty McCall Smith

Charles Henry Hazard III

Arthur Sherley “Skeeter” Newton III

Lula Fay “Cookie” Snyder

William Gray Hendrix

Francis B. Northup

Joyce Stephens

James Alford Holder

Alan Bee Nusbaum

Ruth Carter Stevenson

Ann Hamilton Curtis Holsapple

Mashelle R. Odom

Dr. Harold Eugene Stinson

Karen Ammons Howell

Barbara Jean Overby

Ludy M. Strother

James C. Hughes, Jr.

Douglas F. Peterson, Jr.

Robert Franklin Swink

Edna Jackson

Ann Plummer

William Mahler Thorp

Philip E. Kalwat

RJ Plummer

Clair E. Torgersen

Anne Woodward Kenan

Robert “Bob” Powell

Theodore K. Torgersen

Jerry G. Keshian

Helen Price

Virginia Dean Tucker

Versie Mae Key

John Sparks Purvis, Jr.

Glenn Tyree

Ona Mae Forester Lankford

Dr. and Mrs. Louis J. Read

William “Bill” Charles Voiers

Albert L. Macklin

Jacqueline Peddicord Rider

Ella Cannon Walker

Mary Anne Satterwhite Maynard

Lavenia Fuller Robinson

Louise Jenkins Rose Wauford

Thomas G. McCunniff

Cedric S. Rodney

Catherine Walker Westmoreland

Ruby Hunt Merritt

David Joseph Scheuer

Betty Lindsay Shuford Yount Jon Gregg “Zeke” Zeliff

The Honorable Roland Harris Hayes

Helen Cannady Hall Clinard

Martha Ellen “Marty” Stockton Hancock

Mary Vaughn “Polly” Cody

Frank Borden Hanes, Sr.

Dannie Keith Miller

Max O. Sessions

Mary Beatrice “Beaty” Coleman

Mary Joe Kelley Hanes

Susan Elizabeth Moore

Harold Conway Shough

Dr. Elizabeth Conrad

George J. Hauptfuhrer, Jr.

Hazel Elizabeth Newman Nading

Richard B. Simpson

[64] FUNDS AND DONORS

the winston-salem foundation annual report

John Thomas Stanfield

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 at the Foundation or those who have made similar provisions for the Foundation through deferred or planned gifts, such as charitable bequests,

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

The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2013. 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 (15)

Mr. Stephen P. Batchelor

Mr. and Mrs. Douglas E. Broadway

Mrs. Norma Charles-Sink

Dr. and Mrs. John W. Denham

Ms. Katherine Acton and Mr. Gerald Smith

Dr. and Mrs. Edward S. Beason

Mrs. Lenora J. Brown

Mrs. Barbara F. Chatham

Ms. Jan M. Detter

Mrs. Barbara C. Beattie

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

Mr. Gerald L. Chrisco

Dr. and Ms. James P. Dickerson

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

Ms. Helen H. Bryngelson

Mrs. Hessie Church

Mrs. Mary Anne Dickson

Bert Bennett Family

Mr. and Mrs. Richard P. Budd

Mr. and Mrs. Robert C. Clark

Mr. and Mrs. James H. Diggs

Sami Ousley Bills

Mr. John D. Budd

Mr. and Mrs. George M. Cleland

Mr. and Mrs. Joe Dillon

Mr. and Mrs. R. Gordon Bingham

Mr. and Mrs. Joseph R. Budd

Mr. and Mrs. Michael L. Clements

Mr. and Mrs. Daniel W. Donahue

Mr. and Mrs. William C. Blackburn

Mr. Hoan Bui and Ms. Ngoc Nguyen

Mr. D. E. Clinard, Jr.

Mrs. Elaine D. Dowdell

Sally and David Blanco

Mr. and Mrs. Charles Norman Bunce

Mrs. Brenda K. Cline

Mr. and Mrs. Bruce Downing

Dr. Frederick A. Blount

Dr. Patricia P. Bundy

Mr. and Mrs. John Wayne Clodfelter

Mr. and Mrs. Graham P. Dozier III

Mr. and Mrs. J. Hal Bolin

Mr. and Mrs. John W. Burress III

Mrs. Virginia F. Cole

Ms. Grace Draman

Mr. and Mrs. Henry M. Booke

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

Mr. Elmer Collins

Mr. Frank E. Driscoll

Claude and Judy Booker

Mrs. David B. Butler

Ms. Michelle M. Cook

Mr. and Mrs. Dale E. Driscoll

Mr. and Mrs. Julian R. Bossong

Ms. Jane Calloway

Mr. and Mrs. Harry Corpening

Dr. and Mrs. Charles H. Duckett

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

Ms. Susan M. Cameron

Mr. and Mrs. David L. Cotterill

Dr. and Mrs. Joseph B. Dudley

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

Dr. and Mrs. W. Douglas Cardwell

Mrs. Donna H. Craige

Mr. Noel Lee Dunn

Dr. Emma Jean Z. Bowman

Dr. and Mrs. Kenneth Carlson

Mr. and Mrs. J. Scott Cramer

Ms. Nancy Dunn

Ms. Sandra C. Boyette

Mr. Coy C. Carpenter, Jr.

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

Ms. Mignon Durham

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

Mrs. Anne Maddrey Carpenter

Mrs. John T. Eagan, Jr.

Dr. Allison Brashear

Ms. Genie Carr

Mr. Jason Davies and Mrs. Julia Frost-Davies

Ms. Susan F. Braswell

Mrs. William H. Carr

Dr. Sherrill Braswell

Peggy and Don Carter

Ms. Ann Blanton Breese

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

Mr. and Mrs. J. Paul Breitbach

Mr. and Mrs. Mark C. Caudill

Ms. Frances Brenner

Mr. and Mrs. C. Ray Caudle

Mike and Wendy Brenner

Mr. M. Campbell Cawood

Mr. and Mrs. Paul Briggs

Mr. and Mrs. Charles W. Chambers

Mr. H. Michael Britt

Mr. and Mrs. Christopher J. Chapman

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

Mr. Jerry P. Davis John and Terrie Davis Bill and Betty Gray Davis Mr. and Mrs. Richard N. Davis Mr. G. Franklin Davis Ms. Rebecca M. Deaton Mr. and Mrs. Albert J. DeForest III Mr. and Mrs. Joseph R. Delia

Mr. and Mrs. Fred G. Eidson Mr. and Mrs. James L. Einstein Mr. and Mrs. Barry Eisenberg Ms. Aleta G. Ellison 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

the winston-salem foundation annual report

FUNDS AND DONORS [65]

Legacy Society Members, continued Mr. and Mrs. Victor I. Flow, Jr.

Mr. and Mrs. Paul D. Harrison

Ms. Joia M. Johnson

Mr. and Mrs. Parker Maddrey

Mr. and Mrs. Fred W. Nordenholz

Mr. Gary Flower

Mr. and Mrs. John Harrison

Dr. and Mrs. Peter C. Johnson

Mr. and Mrs. E. Erwin Maddrey II

Mr. and Mrs. Christoph Nostitz

Mr. and Mrs. Donald F. Folger

Ms. Virginia S. Hart

Mrs. Florinda C. Johnson

Mr. and Mrs. John Mann

Mr. Chester T. Nuttall, Jr.

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

Mr. and Mrs. Dennis G. Hatchell

Mr. James W. Johnston

Ms. Debbie Marshall

Ms. Sylvia Oberle

Mr. and Mrs. John C. Fox

Mr. and Mrs. Sam Hauser

Ms. Beverly Johnston

Mr. and Mrs. James E. Martin

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

Mrs. Andrea P. Fox

Mr. and Mrs. Steve J. Hawkins

Mr. and Mrs. Scott D. Jones

Mr. David P. Masich

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

Mr. and Mrs. Woody Fox

Mr. Peter E. Hawley

Mrs. R. William Joyce

Dr. and Mrs. K. Frank McCain

Mr. and Mrs. Kevin W. Oliver

Dr. and Mrs. Larry W. Freeman

Mrs. Molly Millis Hedgecock

Ms. Lucy Kaplan

Dr. William McCall, Jr.

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

Mr. David W. Fuller

Mr. and Mrs. Fred W. Hege

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

Dr. Bruce R. McCune

Mr. and Mrs. Willis H. Overby

Mr. Paul Fulton, Jr.

Dr. Eugene R. Heise

Mrs. J. Lee Keiger, Jr.

Mrs. Nancy Davis McGlothlin

Ms. Barbara M. Page

Mrs. James A. Fyock

Mr. Charles R. Hemrick

Mr. and Mrs. Stanhope A. Kelly

Dr. Timothy McGowen

Mr. and Mrs. Craven B. Page

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

Ms. Frances S. Hendrix

Mr. and Mrs. James C. Kennedy

Dr. W. Frederick McGuirt

Mr. John V. Pappas

Mr. John K. Gallaher

Mr. L. Stephen Hendrix

Mr. and Mrs. Truman T. Kiger

Ray and Cathleen McKinney

Mrs. Dwight E. Pardue

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

Mr. and Mrs. A. B. Henley III

Mr. and Mrs. Jesse M. King

Mr. and Mrs. John B. McKinnon

Dr. and Mrs. John S. Parks

Ms. Kathryn W. Garner

Nick Hennessee

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

Ms. Sally R. McLeod

Mr. Christopher A. Parr

Mr. Harold R. Garrison

Mr. and Mrs. Leonard Herring

Mr. and Mrs. William A. Knott

Mr. and Mrs. J. Frank McNair IV

Rev. and Mrs. Nathan E. Parrish

John and Jane Gehring

Mr. and Mrs. Michael C. Hetrick

Ms. Joyce Kohfeldt

Mr. and Mrs. William L. McSwain

Dr. and Mrs. Eugene H. Paschold

Mr. and Mrs. Scott Gerding

Ms. Emily Millis Hiatt

Dr. and Mrs. L. Andrew Koman

Dr. and Mrs. William E. Means

Dr. and Mrs. Samuel T. Gladding

Mr. Hardin P. Higgins

Dr. and Mrs. Thomas J. Koontz

Mrs. John G. Medlin, Jr.

Dr. John Patrick and Dr. Dominique Patrick

Mrs. Jean Abell Glass

Mrs. Harrell B. Hill

Bill and Ava Koronis

Mr. and Mrs. Danny J. Mendenhall

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

Mr. and Mrs. J. Glenn Hilton

Mr. Petro Kulynych

Mr. and Mrs. John Merritt

Mr. and Mrs. Thomas O. Goodson

Mrs. Alice Hinman

Mr. and Mrs. Arnold N. Lakey

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

Mrs. Bryce Gordon

Doris Hohman

Mr. and Mrs. Donny C. Lambeth

Ms. Melanie Micale

James Gore

Mrs. Barbara Wall Holcomb

Dr. Henry S. Miller, Jr.

Natasha Gore

Mrs. James E. Holmes, Jr.

Mr. James Lambie and Ms. Lisbeth Evans

Richard and Liana Gottlieb

Mr. and Mrs. Robert A. Hoover

Dr. Louis N. Gottlieb

Mrs. Edmund B. Hopkins

Mr. Vergil H. Gough

Drs. Judith and Marbry Hopkins

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. Billy Hunt

Mrs. Elizabeth Lovett Grover

Mr. and Mrs. Judd Hunt

Dr. Caryl Guth

Mr. and Mrs. Allie Hutchison

Dr. and Mrs. Paul P. Gwyn

Mr. and Mrs. David A. Irvin

Mrs. William N. Hailey

Dr. and Mrs. Nathaniel Irvin II

Drew and Kelley Hancock

Dr. and Mrs. Francis M. James III

Mr. James A. Hancock, Jr.

Ms. Mary Jamis and Ms. Starr Johnson

Mr. and Mrs. Richard D. Hancock Ms. Jane Craig Hanes Mr. and Mrs. F. Borden Hanes, Jr. Ms. Charlotte M. Hanes Ms. Susan F. Harris

[66] FUNDS AND DONORS

Mr. and Mrs. B. Thomas Lawson, Jr. The Honorable Molly Leight Mr. and Mrs. Douglas R. Lewis Ms. Elizabeth C. Lewis Nancy C. Lide Mr. and Mrs. Stanley Lineberry Mr. and Mrs. James E. Lippard Ms. Adrienne Amos Livengood Dr. and Mrs. Dan S. Locklair Mr. Joseph P. Logan Mr. and Mrs. Ernest V. Logemann Mrs. Curtis E. Long Mr. and Mrs. William Longyard

Dr. Richard Janeway

Mr. and Mrs. Frank K. Lord III

Mr. Ian Jankelowitz

Mrs. Carolin Lowy

Mr. and Mrs. Harry Jarman

Annette P. Lynch

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

Ms. Patti Ann Lynch

the winston-salem foundation annual report

Mrs. Barbara B. Millhouse Mr. and Mrs. James H. Millis, Jr. Mr. and Mrs. Neal Millsaps Mr. Richard G. Mock Ms. Ellen N. Monahan Dr. and Mrs. John H. Monroe Mr. and Mrs. C. Arzell Montgomery Mr. and Mrs. Timothy R. Moore Ms. Olivia E. Morgan Mr. and Mrs. David R. Morgan Mr. and Mrs. Steven C. Morgan Mr. and Mrs. Daniel N. Moury Mr. and Mrs. Marty Myers Mr. and Mrs. Lucian H. Neal Mr. David L. Neal Mr. and Mrs. David B. Neal Steve Neal Mr. and Mrs. T. David Neill

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

Legacy Society Members, continued Mrs. Elizabeth L. Quick

Mr. Rick Seamon

Mr. and Mrs. Richard L. Sullivan

Dr. and Mrs. Ramon Velez

Mr. William T. Wilson III

Mr. and Mrs. H. Chris Ramm

Mrs. Anthony W. Seamon

Mrs. John J. Sutton, Jr.

Mr. and Mrs. Michael B. Wall

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

Dr. Dariel L. Rathmell

Ms. Rebecca Ann Sebastian

Dr. and Mrs. Charles V. Taft

Mr. and Mrs. Hans Wanders

Mr. R. M. Wilson

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

Ms. Marion H. Sekerak

Dr. and Mrs. David H. Tate

Mr. and Mrs. John F. Ward

Ms. Betty S. Winslow

Mr. and Mrs. Harry L. Reavis

Mrs. Robert D. Shore, Jr.

Mr. and Mrs. John A. Taylor

Mr. and Mrs. Galen Ward

Mr. and Mrs. Steve Wohlford

Mr. and Mrs. John Reilly

Mrs. Rosemary V. Shortt

Mrs. Margaret Taylor

Mr. and Mrs. Joseph Washington

Rochelle Wolfe

Mr. and Mrs. Patrick Riazzi

Dr. Thomas E. Shown

Clark and Becky Tesh

Mr. and Mrs. William R. Watson

Dr. and Mrs. John R. Wolfe

Mr. and Mrs. Thomas B. Rice III

Mr. and Mrs. Paul Sinal

Mr. and Mrs. William Tessien

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

Mr. and Mrs. Harry H. Wolfe

Dr. and Mrs. David G. Rice

Mr. Willis Slane and Dr. Caroline Chiles

Ms. Sylvia Theriault

Mr. and Mrs. Arthur G. Weber

Mrs. Calder W. Womble

Dr. and Mrs. John B. R. Thomas

Dr. Glenda Weber and Mr. Wayne Weber

Mr. and Mrs. William F. Womble

Mr. Clay V. Ring, Jr. Mr. Toby W. Robertson Mrs. Eugene Rossitch Mr. and Mrs. Charles Rotgin, Jr. Dr. and Mrs. Michael H. Rubin Mr. and Mrs. Tom Rucker Mr. and Mrs. C. Guy Rudisill III Mr. Dalton D. Ruffin Ms. Avon 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. Richard G. Smith, Jr. Mr. and Mrs. Archie Smith Mr. James N. Smoak Dr. and Mrs. John K. Southard, Jr. Dr. Tom and Rev. Laura Spangler Ms. Betsy Spencer Mr. and Mrs. James Y. Spencer Ms. Ann Lewallen Spencer Mrs. William O. Spencer III Ms. Georgia Sprinkle Edward Eugene and Jean Jennings Stivers Mr. and Mrs. Richard Stockton Mr. and Mrs. Thomas J. Stopyra Mrs. Janice K. Story

Mr. and Mrs. Stephen A. Thornton Mr. and Mrs. F. Nelson Tomlinson, Jr. Dr. and Mrs. James F. Toole Mrs. Virginia B. Trivette Mrs. Louvenia Cox Tucker Mrs. Bynum E. Tudor, Jr. Mr. Jay Turner and Ms. Tonya Deem Mr. and Mrs. John L. Turner Randall and Claire Tuttle Mr. and Mrs. Harry B. Underwood II Ms. Margaret M. Urquhart Mrs. Deborah H. Vaughan Bob and Carolyn Vaughn Tricia Vaughn

Mr. Dennis H. Webster

Mr. Ralph Womble and Ms. Ashley Edwards

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

Mr. H.C. Woodall, Jr.

Mr. and Mrs. Joe Wheliss

Ms. Roma Lee Woosley

Mr. and Mrs. Joseph Wiegel

Dr. and Mrs. Richard C. Worf

Mr. and Mrs. Scott F. Wierman

Mrs. Hal G. Worley

Mr. and Mrs. Paul M. Wiles

Bryan D. Yates

Mr. and Mrs. Joseph Wilhem

Ms. JoAnn Yates

Ms. Cynthia A. Williams

Ms. Megan McSwain Yeatts

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

Mr. and Mrs. Karl F. Yena

Mr. Stephen T. Williams

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

Mr. and Mrs. Arthur T. Williams III

Ms. Mildred D. Young

Mrs. Francis F. Willingham

Dr. and Mrs. Douglas M. Young

Mr. and Mrs. John W. Willingham

Mr. and Mrs. Charles Jeffrey Young

Mr. B.J. Willingham

Mr. and Mrs. Yasser Youssef

the winston-salem foundation annual report

FUNDS AND DONORS [67]

DONORS TO FLEXIBLE FUNDS

B

OTH THE FOUNDATION AND THE COMMUNITY are grateful for these gifts to flexible grantmaking and leadership funds.* Because our community is a fluid, changing entity and the Foundation is unable to foresee its specific needs in the future, an investment in these

funds will help us to address pressing issues and invest in new opportunities — even as they change over time. For a list of 2013 donors to other named funds, please visit our Web site at www.wsfoundation.org.

VISIONARIES – $20,000 AND ABOVE Mr. and Mrs. John W. Burress III Mr. and Mrs. Barry Eisenberg Estate of Algine Neely Ogburn George Franklin Davis CLAT Mr. Vergil H. Gough Mrs. Harrell B. Hill J. Beeson Grubbs Irrevocable Living Annuity Trust

Jesse C. Temple 2007 Charitable Remainder Annuity Trust

SUSTAINERS – $5,000–$9,999

BENEFACTORS – $10,000–$19,999

L. Frances S. Temple and Jesse C. Temple CRUT

Mr. and Mrs. J. Scott Cramer

Anonymous

Mr. and Mrs. Richard N. Davis

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

L. Frances S. Temple Charitable Remainder Unitrust

Estate of Elaine LaForce Muir

Mr. Charles R. Hemrick and Norma Charles-Sink

Dr. and Mrs. Eugene R. Heise

M. Louise Thomas Charitable Remainder Unitrust

Margaret W. Parker Charitable Lead Unitrust

Mr. Clay V. Ring, Jr.

Jacqueline P. Rider Charitable Remainder Trust

J.P. Rider Charitable Remainder Trust The Senah C. & C.A. Kent Foundation

Mr. L. Gordon Pfefferkorn, Jr.

Mr. and Mrs. John A. Taylor

Wilma Helen Halverson Trust

Ms. Ann Willis

ADVOCATES – $1,000–$4,999 Dr. David Albertson and Dr. Liz Albertson

Dr. Matt Cullinan and Mrs. Anna Reilly

Dr. and Mrs. Elms L. Allen

Mr. and Mrs. Graham P. Dozier III

Anonymous

Mr. and Mrs. Dale E. Driscoll

Mrs. Robert F. Armfield

Mr. and Mrs. Frank E. Driscoll

Ava Gardner Trust

Mr. Noel Lee Dunn

Mr. and Mrs. William P. Baldridge

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

Mr. and Mrs. Henry M. Booke

Mr. Paul Fulton, Jr.

Mike and Wendy Brenner

Frank B. Hanes Charitable Lead Trust

Mr. and Mrs. Austin Byrne Mr. and Mrs. Henry M. Carter, Jr. Mr. and Mrs. F. Hudnall Christopher, Jr.

Mr. and Mrs. John L. W. Garrou Mr. and Mrs. Scott Gerding Glenn Family Foundation

Mr. and Mrs. George M. Cleland

Mr. and Mrs. Thomas O. Goodson Ms. Judith B. Halverson

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

Mr. and Mrs. John B. McKinnon

Ms. Nancy S. Spencer

Mr. and Mrs. Charles H. Hauser

Mercedes-Benz of Winston-Salem

Mrs. William O. Spencer III

Mr. and Mrs. Richard D. Hensel

Mr. and Mrs. N.W. Mitchell, Jr.

Mrs. Bonnie Stewart

Mr. and Mrs. Tommy L. Hickman

Mr. and Mrs. T. David Neill

The Strickland Family Foundation

Mr. and Mrs. Allie Hutchison

Mr. John V. Pappas

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

Mr. and Mrs. Stephen F. Phelps

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

Dr. and Mrs. Thomas J. Koontz

Mr. Graydon Pleasants and Ms. Margaret Scales

Mr. and Mrs. J. Gilmour Lake

Claire and Randall Tuttle Mr. and Mrs. Arthur G. Weber

Reynolds American Foundation

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

Mr. and Mrs. Ed Robins

Mr. and Mrs. Paul M. Wiles

Dr. Mae L. Rodney

Mr. and Mrs. H. Vernon Winters

Mr. and Mrs. Richard O. Rogers III

Mrs. Calder W. Womble

Mr. and Mrs. Frank K. Lord III

Mr. Dalton D. Ruffin

Erna and Bill Womble, Jr.

Ludy M. Strother Charitable Lead Annuity Trust

Mr. and Mrs. Andrew J. Schindler

Mr. and Mrs. George C. Lautemann The Honorable Molly Leight Mr. and Mrs. W. Randolph Loftis, Jr.

*These funds include the Community Leadership Fund; the Community Grantmaking Fund; Unrestricted and Field of Interest Funds; and the Community Funds for Arts and Culture, Community and Economic Development, Education, Environment, Health, and Human Services.

[68] FUNDS AND DONORS

the winston-salem foundation annual report

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

Mr. Greg Cox

Mr. Thomas R. Adams

Dr. Courtland H. Davis, Jr.

Greater Winston-Salem Chamber of Commerce

Mr. and Mrs. Bruce M. Babcock

Dr. and Ms. James P. Dickerson

Grover C. and Jane C. McNair Charitable Foundation Trust

Mrs. Amy P. Barnhardt

Mr. and Mrs. Douglas Dillard

Kelley and Drew Hancock

Ms. Davida W. Martin

Mr. Graham F. Bennett

Mr. and Mrs. James W. Douglas

Mr. and Mrs. James G. Hanes III

Mr. and Mrs. James E. Martin

Mr. William G. Benton

Mrs. Elaine D. Dowdell

Mr. and Mrs. John Harrison

Mr. and Mrs. J. Frank McNair IV

Mr. and Mrs. R. Gordon Bingham

Dr. and Mrs. Joseph B. Dudley

Mr. John W. Hunt

Mr. Jeff McPherson

Dr. and Mrs. Malcolm Brown

Mr. and Mrs. C. Dorsey Dyer, Jr.

Mr. and Mrs. Gordon W. Jenkins

Mercedes-Benz of Winston-Salem

Mr. M. Campbell Cawood

Mr. and Mrs. Michael J. Fisher

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

Ms. Sara Pesek

Mr. and Mrs. Ronald J. Clein

Mr. James E. Gay III

Mr. and Mrs. Stanhope A. Kelly

Mr. and Mrs. Ed Pleasants

Mrs. Sophia S. Cody

Mr. and Mrs. Tom Gibbs

Mr. and Mrs. William A. Knott

Mr. and Mrs. David R. Plyler

Mr. and Mrs. David L. Cotterill

Mr. and Mrs. J. F. Goins III

Ms. E. Julia Lambeth

Mr. W. David Shannon

Ms. LaRue P. Cunningham

Mr. M. N. Hennessee

Mr. and Mrs. John E. Mickey

Amy K. Smith and Kenny Smith

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

Dr. and Mrs. Robert Holmes

Ms. Ellen N. Monahan

Ms. Mary M. Smoak

Mr. and Mrs. Jon M. Daly

Mr. and Mrs. Greg Hoover

Dr. and Mrs. John R. Mountjoy

Mr. R. Arthur Spaugh

Mr. and Mrs. Linwood L. Davis

Mr. and Mrs. C. Royce Hough

Mr. Thomas C. Munden

Dr. and Mrs. R. L. Sprinkle, Jr.

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

Mrs. Julius A. Howell

Mr. and Mrs. R. Frank Murphy

Mr. Charlie Stack

Bill and Betty Gray Davis

Dr. Larry Hungerford

Mr. and Mrs. David B. Neal

Kate and Rick Streng

Ms. Rebecca M. Deaton

Mrs. Jacqueline S. Hunt

Mr. Ellis E. Pardue

Mr. Ben W. Thomason, Jr.

Mr. and Mrs. Robert L. Edwards

Mr. and Mrs. Orman D. Hutcherson

Mr. and Mrs. Charles C. Patton

Mrs. Virginia B. Trivette

Mrs. Marilyn G. Ellison

Immedia Print

Dr. and Mrs. V. Paul Pauca

Mr. and Mrs. Erling S. Tronnes

Mr. and Mrs. David Friedman

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

Mr. and Mrs. Roger Pearman

Mr. and Mrs. Stuart F. Vaughn

Ms. Cici Fulton

Dr. and Mrs. Ali Jarrahi

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

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

Dr. and Mrs. Edward S. Beason

Mr. John K. Gallaher

Mr. John C. Jessup

Mrs. Helen S. Peterson

Mr. and Mrs. S. Hayes Wauford, Jr.

Dr. Frederick A. Blount

Brittney J. Gaspari

Dr. and Mrs. F. Whitney Jones

Ms. Susan Pfefferkorn

Mr. and Mrs. David C. Wesson

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

Ms. Barbara F. Gerhard

Ms. Sherry A. Kellett

Ms. Lisa Purcell

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

Mr. Lee H. Bristol III

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

Mr. M. Carlyle Kinlaw, Jr.

Dr. and Mrs. David Y. Rainey

Will and Meridith Whitaker

Mr. H. Michael Britt

Mr. and Mrs. William A. Goodson III

Mr. and Mrs. Charles W. Kraft

Ms. Marisa E. Ray

Mr. and Mrs. J. Tracy Wilkerson

Ms. E. Julia Lambeth

Mr. John Read

Mr. and Mrs. John G. Williard

Dr. and Mrs. Gary M. Green

Mr. and Mrs. Thomas W. Lambeth

Kirsten and Doug Ririe

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

Mr. Michael D. Gunter

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

Mr. and Mrs. Michael L. Rogers

Mr. and Mrs. George E. Wilson

Mr. and Mrs. Todd Hall

Mr. and Mrs. James E. Lippard

Mr. and Mrs. John D. Royster

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

Mr. Jonathan D. Halsey

Ms. Annette P. Lynch

Mr. and Mrs. John L. Ruffin

Mr. William T. Wilson III

Mrs. Sarah F. Hamlin

Dr. James A. McCool

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

Mr. John G. Wolfe III

Mr. James A. Hancock, Jr.

Mr. and Mrs. Dennis W. McNames

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

Mrs. Miriam S. Harmon

Mr. Jeff McPherson

Mrs. Viola R. Sharpe

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

Ms. Regina Harmon

The Honorable Lisa V. Menefee

Mr. and Mrs. William W. Shaw

Mr. and Mrs. Dennis G. Hatchell

Dr. and Mrs. J. Wayne Meredith

Mr. and Mrs. J. Todd Slate

Mr. and Mrs. Jeffrey Lawyer Ms. Adrienne Amos Livengood Ms. Debbie Marshall

Mr. Willis Slane and Dr. Caroline Chiles Mr. and Mrs. G. Dee Smith Dr. and Mrs. James F. Toole Mr. and Mrs. Michael A. Trawick Mr. and Mrs. Robert C. Vaughn, Jr. Mr. and Mrs. Hans Wanders Mr. and Mrs. Scott F. Wierman Mr. and Mrs. John W. Willingham

PHILANTHROPISTS – UP TO $500 Dr. Jon Abramson and Dr. Cynthia Lees Dr. and Mrs. David H. Allen Mr. and Mrs. Miller Allen Anonymous (2) Mr. and Mrs. John Appel Dr. and Mrs. Philip R. Aronson Ms. Kathleen J. Ausen Mr. Beaufort O. Bailey Mr. and Mrs. Charles S. Baldwin III Bank of America Charitable Foundation

Mr. William C. Brown Mr. Coy C. Carpenter, Jr. Ms. Jo Ellen Carson Peggy and Don Carter Mr. and Mrs. Harris F. Clein Ms. Jackie H. Crawley Mr. and Mrs. O. Roane Cross, Jr. Mr. and Mrs. Richard M. Crowder, Jr. Mr. Kerry G. Crutchfield

Mr. Ralph W. Yokeley YWCA of Winston-Salem/Forsyth County

the winston-salem foundation annual report

FUNDS AND DONORS [69]

FINANCIAL OVERVIEW COMBINED STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS (MODIFIED CASH BASIS) DEC. 31, 2013 AND 2012 ASSETS

2013

2012

Cash and cash equivalents

$27,591,430

$19,896,356

Securities

268,010,496

227,843,551

Student loans receivable

985,269

1,058,678

17,662,830

17,228,255

Assets held in trust – real estate

3,571,275

3,612,275

Building, improvements and equipment

1,002,378

997,469

40,696.458

38,242,912

Investment in partnerships

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

LIABILITIES AND NET ASSETS

1,153,652

1,084,720

$360,673,788

$309,964,216

2013

2012

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

$2,053

$5,200

885,437

1,185,295

40,696,458

38,242,912

41,583,948

39,433,407

UNRESTRICTED NET ASSETS: Discretionary

33,150,199

27,191,094

Field of interest

28,185,342

25,198,149

Scholarship

20,105,607

17,860,500

Student loan

1,408,490

1,370,176

131,828,748

116,095,115

Donor designated

81,744,989

62,608,627

Agency endowments (Note 2)

17,809,960

15,453,717

3,566,141

3,938,892

Donor advised

Real estate Administrative Total net assets

1,290,464

814,539

319,089,840

270,530,809

$360,673,788

$309,964,216

COMMITMENTS (Note 3) TOTAL LIABILITIES AND NET ASSETS

Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $23,673,765 and $23,790,117 as of December 31, 2013 and 2012, respectively.

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

Note 3: Unpaid grant commitments from endowed funds approved by The Winston-Salem Foundation Committee amounted to $1,681,246 and $1,587,165 at December 31, 2013 and 2012, respectively.

[ 7 0 ] 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, 2013 AND 2012 CHANGE IN NET ASSETS

2013

2012

$37,245,968

$29,742,196

4,809,987

3,680,965

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

184,065

161,758

Total receipts

42,240,020

33,584,919

20,948,321

20,215,868

2,762,994

2,792,721

731,743

676,077

39,185

40,759

DISBURSEMENTS: Grants Executive office operations Trustee banksâ&#x20AC;&#x2122; and investment management fees Brokerage fees Other disbursements

329,067

364,121

Total disbursements

24,811,310

24,089,546

RECEIPTS OVER DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS

17,428,710

9,495,373

NET REALIZED AND UNREALIZED GAINS

31,130,321

21,087,716

48,559,031

30,583,089

INCREASE IN NET ASSETS NET ASSETS BEGINNING OF YEAR

$270,530,809

$239,947,720

END OF YEAR

$319,089,840

$270,530,809

These financials represent information for The Winston-Salem Foundation only and do not include the consolidation of a supporting organization, The Millennium Fund. If you would like a complete copy of the 2013 audited financial statements, please visit our Web site at www.wsfoundation.org.

TOTAL ASSETS (in millions)

273

289

300 269

277

TOTAL GRANTS PAID (in millions)

360 310

31

31

245

227

24

211

21

21 18

17

19

20

21

15

04

05

06

07

08

09

10

11

12

13

04

05

06

07

08

09

10

11

the winston-salem foundation annual report

12

13

FINANCIAL OVERVIEW [ 7 1 ]

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.

JANET P. WHEELER

STAN KELLY

H. VERNON WINTERS

TOMMY HICKMAN

Chair

Vice Chair

Treasurer

Secretary

Retired Vice President R.J. Reynolds Tobacco Company

Retired Executive Vice President Wells Fargo

Retired Chief Investment Officer Mellon Financial Corporation

Retired Senior Vice President R.J. Reynolds Tobacco Company

LINDA GARROU

DR. GARY GREEN

M. CARLYLE KINLAW, JR., CFA

Former N.C. State Senator

President Forsyth Technical Community College

Financial Advisor Merrill Lynch Retired Senior Vice President Bank of America

DAVIDA W. MARTIN

DR. JOHN D. MCCONNELL

CORENA NORRIS-MCCLUNEY

Forsyth County Attorney

Chief Executive Officer Wake Forest Baptist Medical Center

Vice President, Associate General Counsel Krispy Kreme Doughnut Corporation

RANDALL S. TUTTLE

MIKE WELLS

CYNTHIA A. WILLIAMS

Founder and Partner Trade Street Capital Partners, LLC

Partner Wells Liipfert, PLLC

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

[ 7 2 ] 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

THE WINSTON-SALEM FOUNDATION

SUPPORTING

COMMITTEES

2014 ASSET DEVELOPMENT COMMITTEE Gordon W. Jenkins, Chair

Deborah S. Marshall

Napoleon Richardson, Jr.

John W. Burress, III

Jim Martin

Amy K. Smith

Robbie O. Chandler

Ray McKinney

Kimberly H. Stogner

Marian M. Douglas

Ward B. Miller

Michael A. Trawick

Linda D. Garrou

C. Edward Pleasants, Jr.

Hayes Wauford

Scott Gerding

James K. Reaves, Jr.

Janet Wheeler

Ted Goins

Anna Reilly

2014 STUDENT AID COMMITTEE

BLACK PHILANTHROPY INITIATIVE 2014 ADVISORY COMMITTEE Shannon Thompson, Chair

Roger Hyman

Tony Burton, Vice-Chair

Andrea Jenkins

Paula McCoy, Secretary

Chris Leak

Dr. Betty Alexander

Robert Leak, III

Alison Ashe-Card

Dr. Eric Sadler Dr. Charlie Shaw

Betty Acey Alexander

Carolyn Gray

Sandra Smitherman

Greg Brewer

Cheryle Belo

Bernice Harris

Ava Smith-Pegues

George Cotton

Lydell Thompson Twana Wellman-Roebuck

John Candillo

Katherine Hoyt

Larry Stephenson

RaVonda Dalton-Rann

Mary Ellen Candillo

Lamar Joyner

Christina Stewart

Artina Dawkins

Tameca Wilson

Jerry Gilmore

Dr. Lelia Vickers

Peggy Carter

Barbara Lancaster

Jane Suitt

Carmen Caruth

Barbara Masi

Paula Turner

Gwenn Clements

Carolyn Matthews

Teresa White

Shannon Cramer

George McLendon

Nancy Wilson

Mary Hill Edens

Janet Mullins

Malishai Woodbury

Lindy Ellis

Emery Rann

Karl Yena

Mariah Adams

Taylor Hill

James Gallaher

Kent Raymond

Nancy Young

Matthew Ball

Sami Lachgar

Jahbari Best

Jackie Lin

Peter (Shuo) Bi

Andrew Lischke

Sam Blumstein

Te-Nia MacFarlane

Walker Cullinan

Jennifer Matthews

Eileene Dowell

Sequoia Miller

Lisa Purcell

Darnell Ervin

Charity Neely Natavia Reynolds Bre’Ida Riddick

Cornelius Graves

Daisy Rodriguez

THE WOMEN’S FUND OF WINSTON-SALEM 2014 BOARD OF DIRECTORS Holly Marion, Chair

Henri Brown

YOUTH GRANTMAKERS IN ACTION 2013–2014 PARTICIPANTS

Alison Ashe Card, Vice-Chair

Florence Corpening

Silvia Ramos

Lydia Fink

Susan McBurney, Secretary

Tricia DeForest

Gemma Saluta

Joseph Ford

Anita Bain, Treasurer

Dedee DeLongpré Johnston

Jeanne Sayers

Sandra Boyette

Tory Gillett

Mary Craig Tennille

Allison Brashear

Andrea Kurtz

Wendy Brenner

Lesley-Anne Lamb 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 [ 7 3 ]

THE WINSTON-SALEM FOUNDATION

STAFF

Edna Barker — S tudent Aid Associate dministrative Assistant Ann Davis-Rowe — A Kay Dillon — Director, Student Aid Susan Elster — Philanthropic Advisor Sandra Fishel-Booth — Program Officer Cici Fulton — Director, Marketing and Communications Layla Garms — Program Officer Anne Garvey – Director, Fund Administration and Stewardship Brittney Gaspari — Director, Grants David Gore — Director, Information Systems and Technology Jonathan Halsey — Director, Community Engagement Andrea Hulighan — Program Officer Betty Johnson — Financial Assistant Jo Ann Kyslinger — Gifts Processor Annette Lynch — Vice President, Philanthropic Services Dee Matthews — Comptroller Mary Jo Morgan — Accounting Associate Christina Perrin-Stewart — Receptionist

Front row – Susan Elster, Latonya Wright, Jo Ann Kyslinger, Annette Lynch Standing front – Cici Fulton, Lisa Purcell, Meridith Whitaker, Sandra Fishel-Booth, Jonathan Halsey Seated back – Mary Jo Morgan, Edna Barker, Betty Johnson, Leila Warren, Dee Matthews, Christina Stewart

Lisa P. Purcell — Executive Vice President

Standing back – Layla Garms, Ann Davis-Rowe, David Gore, Brittney Gaspari, Scott Wierman, Kay Dillon, Sabrina Slade, Todd Slate

Sabrina Slade — Director, Women’s Fund

Not pictured – Anne Garvey, Andrea Hulighan

Todd Slate — Vice President, Finance and Administration Leila Warren — Executive Assistant Meridith Whitaker — Donor Services Officer Latonya Wright — Grants Manager Scott F. Wierman — President

Scan the QR Code with your smart device to join us on Facebook facebook.com/winstonsalemfoundation

@wsfoundation

DESIGN: M Creative | Cover and Story Photography: Christine Rucker; Event Photography: David Reavis and Martin Tucker | PRINTING: Graphic Visual Solutions | STORY WRITING: Rebecca Garrau The inside pages of this annual report contain fiber sourced from well-managed forests.

[ 7 4 ] S TA F F

the winston-salem foundation annual report

The Winston-Salem Foundation is proud to help people of vision and exceptional generosity build a vibrant, interconnected community that serves our collective and ever-changing needs and aspirations.

Itâ&#x20AC;&#x2122;s people who make the difference so it is people who are the community. In the essential work of improving where and how we live, the Foundation pledges its ongoing commitment to this great community that grows stronger through giving.

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

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