2013 REPORT TO THE COMMUNITY | 2012 ANNUAL REPORT
T H E W I N S TO N - S A L E M F O U N DAT I O N
THE FUTUREILLUMINATING
cover: THE HERITAGE BRIDGE AT OLD SALEM The Winston-Salem Foundation has a long history of support for Old Salem Museums & Gardens, our community’s historic gem. In 2013, Old Salem received a Community Grant of $80,000 for its On Common Ground capital campaign.
WHEREGENEROSITYSHINES,anythingispossible.
Notguaranteed,notaforegoneconclusion,but possible.
Greatthingsalwaysbeginwithanenlightenedvision—
awillingnesstoimaginewithenthusiasm,
toplanwithpassionandgoforwardwithpurpose.
Thisishumanaspirationatitsbest—
thegleamingdesiretomaketomorrowbetterthantoday.
Fromhereittakeshardwork,theabilitytojudgeandadapt,
adeterminationtoseewithhonestyandproceedwithintegrity.
The Winston-Salem Foundation is proud to serve this community’s most visionary individuals and organizations in their radiant efforts to improve the future for us all.
Fosteringprogramsforimprovedhealth.
Buildingstrongerneighborhoods.
Educatingyoungpeople.
Celebratingthearts,sharedtraditions,andenlightenmentthroughdiverseculturalexperiences.
And supporting community initiatives, alliances, and missions. Theimpactofthisworkcannotbeoverestimated.
Itilluminatesthewayaswestrivetobecometheverybestcommunitywecanbe.
Becausetomorrowiscoming,
andthereisalwaysmoreworktobedone.
THEFUTUREILLUMINATING
YEAR IN REVIEW
ILLUMINATING THE FUTURE
GRANTS
FUNDS AND DONORS
FINANCIAL OVERVIEW
FOUNDATION COMMITTEES
STAFF
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12
26
36
64
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THE FOUNDATION’S EFFORTS ARE INSPIRED BY FOUR CORE VALUES:
GENEROSITY– To support sharing in all its forms, linking resources with ideas that improve community life.
INCLUSION–To embrace the contributions of individuals from diverse backgrounds, beliefs, experiences, and perspectives.
INTEGRITY–To operate with respect, honesty, accountability, and fairness to all.
EXCELLENCE–To aspire to the highest standards in everything we do.
To invest in our community by making philanthropy and its benefits available to all.
OURMISSION:
MESSAGETO THE COMMUNITY
WE HOPE THIS 2013 REPORT TO THE COMMUNITY illuminates for you the positive future that lies ahead of us by highlighting events,
initiatives, and stories that reflect the Foundation’s values of generosity, inclusion, integrity, and excellence. This publication also serves as our 2012 annual report, which reflects a very productive year indeed. We made over $20.2 million in charitable grants — more than $2.1 million of which were directed in Community Grants to address evolving local opportunities. During the past school year, we helped 587 local students achieve their dreams of higher education through over $1.2 million in scholarships and loans. We also provided independent, objective, and visionary community leadership by convening partners, resources, and ideas to create positive change in Winston-Salem. At the end of 2012, your community foundation, which was established with an initial donation of $1,000 in 1919, had grown its assets to almost $310 million, ranking it as the 45th largest of over 700 community foundations in the U.S. The Foundation is in the early phases of implementing a new strategic plan designed to guide us toward our 100th anniversary in 2019. We look forward to sharing more information with you as we illuminate the way forward — ensuring this organization’s stability, growth, and impact in this special community we call home.
SCOTTF.WIERMANPresident The Winston-Salem Foundation
J.ANDREWSHANCOCKChairThe Winston-Salem Foundation Committee
2013COMMUNITY LUNCHEON
YEAR IN REVIEW
OVER 1,040 COMMUNITY MEMBERS gathered on May 1 at the Benton Convention Center for the 2013 Community Luncheon.
The luncheon kicked off with a rousing performance by the Salvation Army drumline, part of The Salvation Army’s Academy of Music and Arts. Keynote speaker Dr. Jim Johnson, the William R. Kenan, Jr. Distinguished Professor of Strategy and Entrepreneurship at UNC’s Kenan-Flagler Business School, shared with the audience both enter-taining and educational insights on six “disruptive” demographic trends, their far-reaching implications for our community, and ideas for leveraging them into a future economic advantage. His disruptive demographics are “The Browning of America;” “The Silver Tsunami is About to Hit;” “The South Has Risen — Again;” “Marrying Out is In;”
“The End of Men?;” and “Cooling Waters from Grandma’s Well — and Grandpa’s, Too!” During the program, Karl F. Yena was presented with the 2013 Winston-Salem Foundation Award and four 2013 ECHO Award recipients were announced, including Aaron Bachelder; Marcus Hill and Salem Neff of Chaos Cooking; The Hispanic League; and the Reap More Than You Sow Community Gardening Initiative. Many thanks to our 80 generous table sponsors who signed on to be Community Investors, Community Builders, and Community Supporters — their support allowed the Foundation to provide greater community access to the Luncheon, which is always our goal. Mark your calendars for next year’s Community Luncheon on Wednesday, May 7, 2014!
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WSF Award recipient Karl Yena
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Salvation Army drumline performs
Keynote speaker Dr. Jim Johnson
2013AWARDS
YEAR IN REVIEW
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THE WINSTON-SALEM FOUNDATION AWARD
THE WINSTON-SALEM FOUNDATION AWARD, the Foundation’s highest honor, is given to individuals who demon-
strate the Foundation’s values of generosity, excellence, inclusion, and integrity along with visionary leadership in a community activity or on behalf of a community organization. At the May Community Luncheon, the 2013 Winston-Salem Foundation Award was presented to Karl F. Yena. After retiring from R.J. Reynolds in 1997, Karl has worked practi-cally full time as a volunteer for nonprofits and strategic initiatives across the community. He works annually with more than 90 local and
recommending, applauding, or cajoling others to participate, or to expand their involvement. Karl has provided assistance to a wide range of non- profits in areas from education, health, and human services, to churches and civic organizations. His extensive expertise includes, but is not limited to, strategic planning, board development, staff development, and serving as a mediator and facilitator. This award is selected by a committee comprised of members of various Foundation committees as well as the community-at-large. With this very well-deserved recognition comes a $10,000 Foundation grant that Karl has designated locally to Leadership Winston-Salem, Second Harvest Food Bank of Northwest North Carolina, and the Shepherd’s Center of Greater Winston-Salem.
Karl Yena (center) with Foundation Committee Chair Drew Hancock and Foundation President Scott Wierman
THE ECHO AWARDS
THE ECHO AWARDS, established in 2001, honor individuals and groups who are connecting and building trust in our community.
ECHO Award recipients have created bridging social capital by building relationships among diverse people, thus contributing to a safer, stron-ger, and more inclusive community. The 2013 ECHO Awards were jointly presented by the Foundation and the ECHO Network at the May Community Luncheon. Congratulations to award recipients Aaron Bachelder; Marcus Hill and Salem Neff of Chaos Cooking; The Hispanic League; and the Reap More Than You Sow Community Gardening Initiative for uniquely connecting people and building trust — and for making our community a better place for all. The ECHO Awards are selected by a committee representing the Foundation, the ECHO Network, and the community-at-large. Each recipient receives $1,000 to grant to a nonprofit organization of their choice. For more information on social capital-building in our community, visit www.echonetwork.org.
regional nonprofits, and he has never hesitated to step up and gener-ously donate his time and expertise to help nonprofit organizations and their boards operate more effectively. He has supported a multi-tude of nonprofits as an active member or as a “connector” — joining,
2013ECHO AWARDRECIPIENTS
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Aaron Bachelder
The Enrichment Center Percussion Ensemble, directed by Aaron, performs in the community, increasing inclusion and acceptance of adults with develop-mental disabilities. www.facebook.com/TheECPE
The Hispanic League
The League breaks down misconceptions about our Hispanic/Latino population, while facilitating inclusion, education, and health through events, collaborations, and scholarships. www.hispanicleague.org
2013 ECHO Award Recipients
(l-r) Drew Hancock; 2013 ECHO Award recipients Marcus Hill and Salem Neff of Chaos Cooking; Wallace Williamson of Reap More Than You Sow Community Gardening Initiative; Aaron Bachelder; Mari Jo Turner of The Hispanic League; Natasha Gore, ECHO Network Executive Director; and Scott Wierman. www.wsfoundation.org/echoawards
Reap More Than You Sow Community Gardening Initiative
This initiative has grown to 22 community gardens, bridging age, race, and cultural differences, while producing fresh produce to keep and to donate to local food banks. www.reapmore.org
Marcus Hill and Salem Neff of Chaos Cooking
This experiment in cooking and community brings together diverse people who share interests in food culture. www.facebook.com/ chaoscookingws
IN NOVEMBER 2012, over 200 members of the Foundation’s Legacy Society gathered to celebrate a legacy of philanthropy at a festive
dinner at Wake Forest Biotech Place in downtown Winston-Salem. Attendees were welcomed to the striking state-of-the-art facility by the new president of Piedmont Triad Research Park, Dr. Eric Tomlinson. The evening included conversation, dinner, and Foundation high-lights, as well as remarks from representatives of, and participants in, two programs that are past Community Grant recipients. Representatives from Sunnyside Ministry and Prodigals Community provided moving insights into how Community Grants are helping their organizations make a life-changing difference in the lives of community members in crisis. The Legacy Society honors generous individuals and couples who have established permanent endowments within their lifetimes or who have made similar provisions through charitable bequests or other planned gifts. Their generosity contributes to the quality of life in our community, both now and well into the future.
THELEGACY SOCIETY DINNER
YEAR IN REVIEW
Willis Slane and Dr. Caroline Chiles
John Burress
Hilda and Truman Kiger
Dr. Ramon Velez and Sonia Velez
Legacy Society members enjoy the ambiance of the Biotech Place atrium
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The crowd enjoys the breakfast at Winston-Salem State University’s Anderson Center
Program speakers: Peter Mitchell of Woodbine Agency; Cheryle Belo of WSF Student Aid Committee; Michael Clements of WSF; scholarship recipient Sarah Rierson; and Marisa Ray of WSF
Speakers Gerald Hunter and Sarah Rierson with Foundation President Scott Wierman and scholar- ship recipients Josephus Mitchell, Samantha Simpson, and Tyler Greene
Students Kayla Blevins, Mariana Abou-Rizk, Colin Kent, and Denzel Dejournette
A WONDERFUL CROWD of students and donors gathered at Winston- Salem State University in July 2013 to honor 2013-2014 Foundation
scholarship recipients and the donors who made their scholarships possible. The breakfast also celebrated the fourth consecutive year in which over $1 million in student aid was granted by the Foundation. The program included a special welcome from Winston-Salem State University’s Chief Financial Officer, Gerald Hunter. Speakers also included Cheryle Belo, a former guidance director and a member of the Foundation’s Student Aid Committee and Peter Mitchell of Woodbine Agency, which established the Woodbine Big Dreams Scholarship in 2011 to support the next generation of creative thinkers, writers, and commercial artists in our community. Also on hand to speak was Sarah Rierson, a 2012 Big Dreams Scholarship recipient and a rising sophomore at UNC-Chapel Hill who interned for Woodbine during the summer months.
SCHOLARSHIP CELEBRATION
Hilda and Truman Kiger
Dr. Ramon Velez and Sonia Velez
Billy Prim poses with recipients of the Dean Prim Scholarship, which includes summer travel to China
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BROADENINGPHILANTHROPY
YEAR IN REVIEW
BLACK PHILANTHROPY INITIATIVE
THE BLACK PHILANTHROPY INITIATIVE (BPI) builds philan-thropic relationships in the African-American community through
education and engagement. BPI supports issues that impact the black community, with a special focus on education, financial literacy, and parenting and life skills training. In October 2012, BPI hosted a networking social and fundraiser at the Spring House Restaurant Kitchen & Bar. In attendance were over 150 community members who learned more about the community impact that BPI has made by hearing directly from past grantees, including Winston-Salem State University’s GEMS program, as well as from the News Worthy program at Kimberley Park Elementary School. In February 2013, BPI announced four grants for financial literacy totaling $20,000. Grant recipients, each receiving $5,000, included Experiment in Self-Reliance, Family Services, United Metropolitan Ministries, and Work Family Resource Center. BPI’s 2013 chair Shannon Thompson noted, “BPI is proud to
announce its financial literacy grant recipients. An African-American community that is financially fit retains resources, attracts key people, and spawns innovation.” In March 2013, BPI was also honored as “2012 Organization of the Year” at The Chronicle’s 28th annual Community Service Awards banquet. BPI was honored “for illuminating the power and beauty of giving.” Over the course of the past five years, the Black Philanthropy Initiative has provided over $100,000 in program grants to local nonprofits. For more information on BPI, go to the “Community Leadership” section of www.wsfoundation.org.
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A young program participant shares her thoughts on the GEMS program offered by Winston-Salem State University.
WSF Committee member Kay Lord enjoys the October BPI event with Patrice Toney and Twana Roebuck.
The Fund awarded $144,580 in grants at its November 2012 luncheon to six local nonprofit organizations that are addressing the economic security of women and girls in Forsyth County. The keynote speaker was Michele Ozumba, President and CEO of The Women’s Funding Network. More information on The Women’s Fund may be accessed at www.womensfundws.org.
YOUTH GRANTMAKERS IN ACTION
THIS DIVERSE GROUP of teenage grantmakers attended 10 differ-ent area high schools in the 2012-2013 school year. YGA members had
many opportunities for learning and fellowship throughout the year, includ-ing an August full-day retreat and participation at the 2011 NC Youth Giving Summit in October, which drew youth grantmakers from across the western portion of the state and provided leadership and networking opportunities. By the end of the school year, YGA members developed grant guidelines, solicited grant proposals, and awarded grants to a record number of youth-led projects in Forsyth County. In April 2013, YGA held its annual grant celebration at the Winston-Salem/Forsyth County Schools’ Career Center. Seven grants totaling $2,337 were made to Forsyth County youth for positive projects that will make a difference in our community. Grant recipients were: Big Buddy Team Members to train mentors; El Buen Pastor Latino Community Services Youth Group to host art workshops; Forsyth Country Day School Girls’ Service Club to provide meals for Ronald McDonald House residents; Habitat for
Humanity Club to host an aware-ness event on homelessness; Mount Tabor High School Key Club to raise funds for hunger issues through a basketball mara-thon; Winston-Salem Youth Advisory Council to provide goodie bags to patients at Brenner Children’s Hospital; and Youth Financial Planners to present a class to youth about making smart financial choices. YGA’s grants are funded through the Foundation’s Youth Philanthropy Initiative Fund; the endowment fund grows each year through YGA participants’ fundraising, as well as by donor contributions. For more information on YGA, go to www.youthgrantmakersinaction.org.
THE WOMEN’S FUND OF WINSTON-SALEM
THE WOMEN’S FUND focused its 2012 efforts on addressing the issue of teen pregnancy. In February, The Fund released an
issue brief entitled Teen Pregnancy and Parenting: Community Concern, Community Solutions, which was developed to bring attention to the criti-cal problem of teenage pregnancy in our midst. The issue brief looked at the impact of teen pregnancy and early parenting on the larger community and examined how our entire community could take a shared responsibil-ity in addressing this issue. In May, The Fund awarded mini-grants to nine local nonprofit orga-nizations to help them implement teen pregnancy prevention programs within the context of their current programming. These organizations adopted one or more comprehensive curricula in which they were trained, and then implemented them within the populations that they serve. Nearly 800 youth and over 100 parents participated in programming funded by the mini-grants.
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Grant recipients display their awards at the 2012 Women’s Fund luncheon
YGA members and their 2013 grantees at the April celebration
TO POSITION ITSELF WELL FOR THE FUTURE, a community must decide what it values and then
imagine the best ways to fulfill its long-term potential. This may sound simple enough, but a
“community” is never static or singular in its vision, so there is an inherent challenge to every step
forward. That’s why The Winston-Salem Foundation is privileged to collaborate with a broad array
of local leaders, philanthropists, organizations, and community members as we work together on
behalf of a brighter future for all who live in and around Forsyth County.
In the following pages, we feature stories of community — acts of sustained generosity, bold commit-
ments to education, programs to develop leadership skills and coordinate volunteerism, neighborhood
revitalization, and the incubation of diverse local businesses. Alongside our many great partners, the
Foundation continues to learn from the past, move with confidence in the present, and illuminate the
future by helping shape and steward visionary ideas into reality.
THEFUTUREILLUMINATING
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FORSYTH COUNTY has a wealth of unique community theatres that perform diverse shows ranging from “The Odd Couple” and “The
Drowsy Chaperone” to “A Raisin in the Sun” and “Spring Awakening,” and their collaboration on a joint playbill has reaped benefits for the theatre community as a whole.
Playbills typically hold information about the performances, cast mem-bers, and production staff — and the print advertisements help to support local theatre productions as well as to offset the cost of the playbills.
Selling advertising takes time, says Cheri Van Loon, the artistic/education-al director for The Children’s Theatre of Winston-Salem at Twin City Stage.
”I think we felt we were all having the same challenge,” Cheri says. “It made sense: why not do it all in one fell swoop? Why not give the advertisers five times the exposure?”
In 2011, Twin City Stage, Kernersville Little Theatre, The Stained Glass Playhouse, Winston-Salem Theatre Alliance, and Clemmons Community Theatre first worked together on a joint marketing effort in which advertisers would be featured in playbills for all the theatres. The effort proved to be efficient since advertisers were approached on behalf of all the theatres at one time and gained a wider reach for their ads.
The joint playbill is called “Stagebill,” and its cover design changes with each show as do the details about particular performances. The middle
pages hold upcoming schedules of other theatres, which enables theatre patrons to learn about other performance opportunities in the community. The same advertisements appear in all the playbills; sometimes additional specialized ads are targeted for specific performances of certain theatres.
“Stagebill” has created a sense of community among the theatre groups and has built camaraderie in terms of ad sales, Cheri says.
“I just feel strongly about all the groups,” Cheri says. “I want everyone to be successful. Everybody really has their own niche. Different theatres
target different audiences with their pro-ductions and their approaches. Stagebill helps people know we don’t compete with each other: we share resources, we share costumes, and we share audiences.”
Bev Fry, Vice President of Administration at Kernersville Little Theatre adds, “Sharing the playbill was the next in line.”
“We felt like one big family,” Bev says. “It kind of brought us all together. We’re all in every playbill. It creates an aware-ness of other theatre opportunities. We hope it encourages people to support community theatre.”
The Foundation provided a grant for the initial design and printing for the first
year of the playbill, and in the second year the playbill not only covered its cost, but also paid for additional copies of “Stagebill” because of the increased ad sales.
“Anything that strengthens one of us strengthens all of us,” Bev says.
COLLABORATING FORCOMMUNITY THEATRE COMMUNITY GRANTS
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IN 2011, THE FOUNDATION AWARDED A $25,000CommunityGranttosupportacollaborativeplaybillforfivecommunitytheatres,includingtheKernersvilleLittleTheatre,ClemmonsCommunityTheatre,TheStainedGlassPlayhouse,TwinCityStage,andtheWinston-SalemTheatreAlliance.
Above: Youth performers from Twin City Stage’s children’s theatre
THE RICHARD AND BECKY DAVIS FUND FOR EDUCATION,afieldofinterestfundforeducation,wasestablishedin2010inhonorofMr.Davis’sserviceontheKateB.ReynoldsCharitableTrustboard.Mr.DavisisapastmemberofTheWinston-SalemFoundationCommitteeaswellasapastAdvisoryCommitteechairoftheFoundation’sBlackPhilanthropyInitiative.TheDavisesarealsomembersoftheFoundation’sLegacySociety.
Above: Becky and Richard Davis
FOCUSINGONEDUCATION DONORS
RICHARD AND BECKY DAVIS BELIEVE IN EDUCATION. “To me education is the key to our success,” Richard says, and
he believes it generates further opportunities for individuals, not only with work, but also relating to a person’s housing, health, longevity, and overall quality of life.
Their commitment to education is evident throughout their commu-nity work that spans decades with all sorts of age groups and nonprofits. Becky was a longtime volunteer at St. Philips Moravian Church Day Care for preschool children.
“They were a lot of fun,” she says, then smiles and adds quietly, “I spoiled a lot of them.”
Throughout Richard’s exten-sive service in the community, includ-ing membership on the boards of The Winston-Salem Foundation,
the Winston-Salem Chamber of Commerce, the United Way of Forsyth County, the Kate B. Reynolds Charitable Trust, and Appalachian State University, he has seen how education impacts the community. As board chair for both the Chamber and United Way, he was heavily involved in educational initiatives to positively impact school success and, ultimately, high school graduation rates.
In 2010, the Kate B. Reynolds Charitable Trust established a field of interest fund for education at The Winston-Salem Foundation to honor Richard’s board service, and the Davises have continued to add to it. Their fund gives the Foundation the flexibility to make timely Community Grants for educational programming.
“The Foundation has the freedom to grant those funds to whatever organization it feels deserves it most or can have the most impact,” Richard says. “They know the needs and they review all the grant appli-cations. They make the decision as to what is a wise investment and who would manage these grants well. They know this because that’s their business to know.”
The Winston-Salem Foundation appealed to Richard, who studied accounting at the University of Maryland before working for the Internal Revenue Service and Wachovia Bank.
“Nobody does it better,” he says. “They give donors total transparency regarding the funds that are invested there, and I do mean invested. Not only do you see that your funds are doing a whole lot of good, you see how well the funds are managed over the years. That fund will continue to grow and will be able to assist and help more people and more causes.”
Both Becky and Richard learned the importance of giving back to their community when they were children.
“My dad used to say, ‘The more you give, the more you will receive,’” Becky says.
Richard’s grandmother taught him to always share.“If you have something and the next person has nothing, it’s your
duty to share with that person,” he recalls. She told him to “always keep in mind you want to leave this earth a better place than you found it. I’ve always been the kind of person that if I see someone in need I try to help them. It’s just part of my life.”
RichardandBeckyDavis
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SUPPORTINGDREAMSSTUDENT AID
TheWoodbineAgency
FOR WOODBINE, big dreams matter. Big dreams have spurred the brand revitalization agency’s growth in
Winston-Salem over the past 28 years, and they continue to play a key role in the team’s creative approach with their clients.
When Woodbine was looking for a tangible way to give back to the com-munity, the company turned to The Winston-Salem Foundation, where it established its Big Dreams Scholarship to support college students who dream of being the next generation of advertisers and marketers.
“I don’t think you can start a company without having a big dream and thinking forward,” says Maureen Hall, Woodbine’s founder. “Woodbine grew and thrived in the Winston-Salem community, and we wanted to give back through a foundation that also grew out of this community and continues to support it. Students are right at that point where they’re dreaming about the rest of their lives. They’re dreaming about possibilities.”
The scholarship exemplifies Woodbine’s five key values: ideas, interac-tion, intensity, integrity, and impact.
“We really do want to raise up the next generation to have an impact,” Maureen says. “There’s no other way to do it than to help fund their dreams.”
The scholar-ship is awarded to a graduating Forsyth County high school senior who intends
to study in the communication arts field. After the first year of college, the recipient is offered a summer internship opportunity at Woodbine. Instead of a traditional plaque, students receive a journal in which to record their thoughts, dreams, and inspirations, says Peter Mitchell, president and CEO.
“There are a lot of ways to give back,” Peter says. “At the heart of Woodbine is relationships. Building that relationship with the students was a big thing.”
He also hopes that their scholarship recipients will be able to develop a community among themselves that will be beneficial in their future careers.
East Forsyth High School graduate Sarah Rierson was inspired to study communications at UNC-Chapel Hill by her uncle, who majored in broadcast journalism there. She was surprised to learn during her 2012 high school awards ceremony that she had won the first Big Dreams Scholarship.
“I was just really thankful for the scholarship,” Sarah says. “I had no idea I was receiving it. I was really surprised to see how they wanted to get to know me. I plan to do the same thing for some young person at a moment in my career.”
During her summer internship, she has helped with research on social media projects and especially enjoyed working on blog posts.
Peter encourages other businesses to follow this model of both support-ing students financially while also building relationships with them. The support becomes more than a transaction, he says, “It’s transformational.”
The theme of Woodbine’s 25-year anniversary celebration highlighted one of Maureen’s favorite African proverbs: “If you want to go fast, go alone; if you want to go far, go with others.”
“This sense of community and knowing you’re not alone is really important,” she says.
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THE WOODBINE BIG DREAMS SCHOLARSHIP,establishedthroughastudentaidendowmentin2011byTheWoodbineAgency,providesa$1,000awardtoagraduatingForsythCountyhighschoolstudentwhointendstomajorincommunications,graphicdesign,journalism,publicrelations,creativewriting,digitalmediaorarelatedfieldatanaccreditedvocational/technicalschool,commu-nitycollege,orcollege/university.Woodbinealsooffersasummerinternshipopportunitytothescholarshiprecipientafterhisorherfirstyearofcollege.
Below: Peter Mitchell, Sarah Rierson, and Maureen Hall
COMMUNITY DEVELOPMENT: A COLLABORATIVE EFFORT
SINCE 2006, theFoundationhasprovidedfundingtosupportthe Winston-Salem Community Development Support Collaborative,ortheFunders’ Collaborative,whichincludes12localfundingpartnersthatpoolresourcestoprovideoperationalsupportandtechnicalassistanceforsixlocalCommunityDevelopmentCorporations(CDCs)andCommunityDevelopmentEnterprises(CDEs).During2012,theFunder’sCollaborativeworkedwiththefollowinglocalCDCsandCDEs:S.G. Atkins CDC, Goler CDC,Liberty CDC,Rural Initiative Project, Inc.,The Shalom Project,andUjima CDC.TheS.G. Atkins Community Development CorporationisanonprofitsupportedbygrantsfromtheDepartmentofHousingandUrbanDevelopmentandotherfundinginstitutions,suchastheFunder’sCollaborative.S.G.Atkinsstrivestocreatecommunity-basedleadershipandhasfocusedonrevitalizingtheneighborhoodssurroundingWinston-SalemStateUniversitythroughhousing,community,andeconomicdevelopmentprograms.PriortotheFunder’sCollaborative,theFoundationalsosupportedcommunitydevelopmenteffortsbyprovidingsupportthroughthe Local Initiatives Support Corporationfrom1998to2007.
TRANSFORMINGANEIGHBORHOOD
COMMUNITY GRANTS
FOR YEARS, PATRICIA DEGRAFFINREAIDT has volunteered in her neighborhood near Winston-Salem State University through the
Southeast Neighborhood Association and through her church, Exodus United Baptist Church, which provides hot soup during winter months and meals year-round to homebound neighbors.
When she became the event manager for the S.G. Atkins Community Development Corporation’s Enterprise Center, the opportunity was a perfect way to match her vocation with her passion to serve the neighborhood.
“It was just a Godsend,” says Patricia, who had previously been a catering sales manager at a local hotel before starting her own event planning business. She lives just two blocks away from the Enterprise Center and from her church.
When S.G. Atkins’ Executive Director Carol Davis showed Patricia the opportunities the Center provides, “I was actually in awe of what this center offers the community,” she says. “This is a jewel. There’s a lot of love in this building for the neighborhood and this community.”
The S.G. Atkins CDC started at Winston-Salem State University in 1998, Carol says. The CDC’s first efforts focused on renovating and build-ing affordable homes, and then created a loan pool for small businesses. In 2011, the CDC opened the Enterprise Center, a business incubator and community learning center that is housed in the former Salvation Army Boys and Girls Club building on South Martin Luther King Jr. Drive.
The CDC has renovated 25,000 of the 40,000 square feet in the building; recently the Economic Development Administration of the U.S. Commerce Department awarded the Enterprise Center a $1.2
million grant, which will enable the CDC to complete the renovation.On the second floor, the Enterprise Center houses office spaces, 18
of which are occupied by small businesses and nonprofits. The Center also provides office support, meeting space, Wi-Fi and state-of-the-art audiovisual equipment. The Center partners with Winston-Salem State University, Wake Forest University, and Forsyth Technical Community
College to provide workshops that benefit the businesses.
“We include business education with the office space and amenities that entrepreneurs need to be successful,” Carol says.
Located on the first floor is a virtual hos-pital custom-designed for Winston-Salem State University’s School of Health Sciences. The former gymnasium reopened in 2012 as a 4,700-square-foot conference center that is busy with special events, including business networking, workshops, and community and corporate events. “It’s taken on a life of its own,” Carol says.
“It’s a unique asset which supports a diverse community’s changing inter-ests and needs.”
A LEED-certified building that utilizes solar panels installed by a for-mer business tenant that outgrew the incubator, the Center is “a model of sustainability,” Carol says, and once 30,000 square feet of space is leased, it will generate enough income to pay for operating expenses. Outside, the Center has a lush community garden space called Simon’s Green Acre, with individual gardens tended to by a number of different community groups.
Patricia calls it “a transformational place,” yet, she says, “It’s like fam-ily, too, here. My goal is to make as many people as possible aware of this Center and what it offers.”
TheEnterpriseCenteroftheS.G.AtkinsCommunityDevelopmentCorporation
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Patricia Degraffinreaidt (l) and Carol Davis
BILL AND ALLAN WOMBLE grew up surrounded by first-hand examples of giving back to their community.
Bill’s father was a state and community leader who instilled the impor-tance of community service in his children. Bill’s “Aunt Nell Willingham” was the daughter of Colonel Francis Fries, who established The Winston-Salem Foundation in 1919 with the initial gift of $1,000; the Foundation has grown to more than $325 million in current assets.
“We can only imagine how proud Col. Fries would be of that.” Bill says. “The Foundation has grown along with our whole community. Col. Fries was a remarkable example of that generation that rebuilt a devastated South. One gives back in lots of ways, not just with money, but with devotion of time and service as well. One of the things that makes Winston-Salem special is its culture of giving and volunteer service. It’s a wonderful part of our heritage.”
Allan grew up in Mississippi, and she first learned about philanthropy from her father, who was a minister. At Christmas, he would ask each of his six children to pick one of their favorite presents for him to take to a family that lived nearby. During the summer months, Allan and her siblings often pulled a wagon laden with vegetables they had grown to share with their neighbors. “We had more than we needed,” she says. “That’s what you do — you share.”
A native of Winston-Salem, Bill, now retired from active practice, is a long-time member of the Womble Carlyle Sandridge & Rice law firm. Bill helped found a number of nonprofits, including Experiment in Self Reliance, The Children’s Center (now The Centers for Exceptional Children) and Arbor Acres Retirement Community. He has also served in numerous state and local leadership positions, including service in the N.C. House of Representatives.
The couple enjoys surprising people who learn they’re “newlywed old folks,” though they have more than 100 years of marriage between them.
Bill and his late wife, Jane, were married for 68 years; Allan and her late husband, Bill Hollan, were married 59 years. Bill and Jane established designated funds at the Foundation for Arbor Acres and Senior Services, and Jane set one up for St. Leo the Great Catholic Church. Bill is an active Foundation donor advisor; he enjoys supporting a variety of nonprofits.
Allan established the William and Allan Hollan Charitable Fund, a field of interest fund for human services, in Bill’s memory following his death in 2004. “We were always more interested in the human touch,” she says, “and the Foundation’s strong reputation is recognized throughout the commu-nity. It’s carrying out its purpose in a meaningful way.”
Bill appreciates the Foundation’s accountability as it manages a wide array of funds and endowments, better enabling nonprofit organizations to perform their valuable work in perpetuity.
Bill sums it up this way: “The Winston-Salem Foundation is a tremen-dous community asset. There’s no end to the good it can do. It is a blessing beyond compare.”
SHARINGASECOND CHAPTER OFGIVING
DONORS
BillandAllanWomble
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SHARINGASECOND CHAPTER OFGIVING
THE WILLIAM AND ALLAN HOLLAN CHARITABLE FUNDwasestab-lishedin2004inMr.Hollan’smemoryasafieldofinterestfundtosupporthumanservices.TheWilliamF.andJaneGilbertWombleFundforArborAcresandtheWilliamF.andJaneGilbertWombleFundforSeniorServiceswereestablishedattheFoundationin2010.TheJaneGilbertWombleFundwasestablishedasadesignatedfundin2010tosupportSt.LeotheGreatCatholicChurch.Mr.Womblealsohasadonor-advisedfundandachari-tableremaindertrustattheFoundation,establishedin1995.TheWomblesarealsomembersoftheFoundation’sLegacySociety.Above: Allan and Bill Womble
HANDSON: A VALUABLE COMMUNITY RESOURCE
HandsOn NORTHWEST NORTH CAROLINAwasformedin2007whenNon-Profit Connections,whichprovidednonprofitcapacitybuildingservices,mergedwithVolunteer Connections,whichhadgrownoutofthevolunteerismcommitteeoftheECHOCouncil,originallyincubatedbytheFoundation.HandsOnstrengthensthecommunitythroughablendedmissionofbuilding nonprofit capacitiesandincreasing volunteerism.Itprovidesresourcesandtrainingtostrengthennonprofitstoeffectivelymeettheirmissions,anditseekstoincreasecivicengagementbymanagingaWeb-basedvolunteermatchingportal,byofferingvolunteertrainings,andbyorganizingcommunity-widevolunteerrecognitionevents.In2013,HandsOnwasalsochosentomanagecorporatevolunteerprojectsforlocalBelkdepartmentstores,aspartoftheir“125DaysofService,”celebratingBelk’s125thanniversary.In2012HandsOnwasawardeda$60,000FoundationCommunityGrant.TheFoundationhasalsoprovidedongoingsupporttoHandsOnandtoitspredecessororganizationssince2005.HandsOnalsoservesasanimportantFoundationpartner:thetwoorganizationshaverecentlycollaboratedtoofferdevelopmentopportunitiesfornonprofitstaff,includingapeerphilanthropynetworkandasuccessionplanningworkshop.
Above: HandsOn program participant Nikki Burris
STRENGTHENING NONPROFITS,ENGAGINGVOLUNTEERS
COMMUNITY GRANTS
NIKKI BURRIS, Director of Admissions for Salemtowne Retirement Community, knows HandsOn Northwest North Carolina strengthens
local nonprofits through both training and volunteer connections.“HandsOn has benefited me personally by offering different classes that
help continue my learning in the areas of management and leadership,” says Nikki, who completed its Women’s Emerging Leaders (WEL) pro-gram, which was begun in 2010 with a seed grant from the Women’s Fund. Participants completed an in-depth workshop to determine their leadership styles, strengths and weaknesses, and they developed a plan to strengthen their skills. The program had classes in essential subjects for nonprofits and followed up to check on participants’ progress on their goals.
“Overall, it was an empowering series that I would highly recommend for leaders to get to know themselves better and to strengthen their skill set,” Nikki says.
She also sought guidance and partnered with HandsOn to create Salemtowne’s Senior Volunteer Service Award, and, in turn, Salemtowne has donated meeting space for many HandsOn events.
“Salemtowne strives to be a strong community partner with greater Winston-Salem, and this is one way that we can give back,” Nikki says. “It is refreshing to collaborate so easily with a great organization.”
HandsOn’s capacity-building programs are designed to help an organi-zation meet the challenge of its mission in the most effective and efficient way possible, says Amy Lytle, HandsOn’s executive director. In 2012, 126 different nonprofits benefitted just from their workshops, which include Board Basics and Leadership Development classes, Best Practice Breakfasts, and Nonprofit Essentials workshops taught by Wake Forest University faculty. In total, HandsOn touches more than 350 nonprofits through its training programs, communications, and volunteer portal.
“Research has shown that one of the most effective ways to increase an organization’s capacity is to invest in its leadership, which is exactly what
our programs are designed to do,” Amy says. “Our Organizational Assessments provide an opportunity for leadership — both board and staff — to get ‘on the same page’ about the most critical investments that an organization needs to make in their infrastructure.”
Another key aspect of HandsOn’s work is matching community members with options for meaningful volunteer service. In 2012, using its Hands On Connect volunteer matching portal and other methods, HandsOn mobilized 3,447 volunteers who contributed approximately 46,855 service hours. In 2013, HandsOn took over the Retired and Senior Volunteer Program (RSVP) which has been in the community for 30 years; it provides an additional mechanism through which Salemtowne and other nonprofits can recruit senior volunteers.
Ongoing support from The Winston-Salem Foundation has been crucial to HandsOn’s continued success.
Amy says, “They see the value in how the work we do builds the infra-structure of the community as a whole,” Amy says. “All of our programs help organizations become more effective and efficient. We try to make sure we focus equally on both ‘halves’ of our mission — capacity building and volunteer engagement — while also nurturing the vast areas where they overlap.”
HandsOnNorthwestNorthCarolina
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RSVP Volunteer Mary Alspaugh
FOUNDATION GRANTS PROVIDE significant support for two main constituencies: to NONPROFIT
ORGANIZATIONS as they make communities a healthier place to call home and to LOCAL STUDENTS as they pursue higher education. In 2012, the Foundation:
> Made more than $20.2 MILLION in TOTAL CHARITABLE GRANTS, 87% of which stayed in North Carolina, and 68% of which stayed in our local service area
> Awarded more than $2.1 MILLION through our COMMUNITY GRANTS PROGRAM
> Assisted more than 587 STUDENTS with STUDENT AID support totaling $1,222,500* in the 2012–2013 school year
GRANTS 2012
*$1,108,000inScholarshipsand$114,500inStudentLoans
DONOR-ADVISED GRANTS, made from both endowed and non-endowed funds, connect donors with the power of philanthropy through individually advised funds.
COMMUNITY GRANTS provide funding assistance to nonprofit organizations that are having a positive long-term impact on our local community. Funding for these important grants comes from Unrestricted and Field of Interest endowment funds that have been established by donors. For more information on how organizations can apply for a Community Grant, please refer to the “Grant Seekers” area on the Foundation’s Web site at www.wsfoundation.org.
DESIGNATED GRANTS ensure long-term annual support from an endowment fund’s income for one or more organizations that were specified by the donor at the time the fund was created.
SCHOLARSHIPS assist students in paying for their post-secondary education. For additional information on the Foundation’s Student Aid application process, which also includes low-interest student loans, go to the “Students” section of www.wsfoundation.org.
AGENCY ENDOWMENT GRANTS provide support to charitable organizations through endowments that were established by nonprofits to support their work in the community.
TYPESOFGRANTS
2012 FOUNDATION GRANTS (by Grant Type)
40% DONOR-ADVISED
(NON-ENDOWED) GRANTS
22% DONOR-ADVISED (ENDOWED) GRANTS
12% COMMUNITY GRANTS
12% DESIGNATED GRANTS
5% SCHOLARSHIPS
2% AGENCY ENDOWMENT
GRANTS 7% OTHER GRANTS
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IN 2012, the Foundation supported nonprofit programs with over $2.1 MILLION in Community Grants that are making a difference in a wide variety of areas in Forsyth County. Funding for these timely grants comes from UNRESTRICTED AND FIELD OF INTEREST FUNDS that have been established by donors, as well as from the Foundation’s GRANTMAKING PARTNERS program.
COMMUNITY GRANTS 2012
2012 COMMUNITY GRANTS (by Program Area)
3% ANIMAL WELFARE
1% RECREATION
14% HEALTH
5% ENVIRONMENT
8% COMMUNITY & ECONOMIC DEVELOPMENT
24% HUMAN SERVICES
16% PUBLIC INTEREST
17% EDUCATION
12% ARTS & CULTURE
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TODAY, MANY DONORS WANT active grantmaking that is both responsive to the changing community and reflective of their personal interests, and the Foundation’s GRANTMAKING PARTNERS program provides this opportunity. Throughout the year, donor-advised fundholders are notified of COMMUNITY
GRANT requests from eligible nonprofits, and many choose to partner with the Foundation to support them through their own funds.
These fundholders benefit from Grantmaking Partners by: > LEVERAGING more charitable dollars to respond to opportunities > BEING AWARE of timely community funding opportunities> MATCHING their interests with community nonprofits in order to make effective grants > LEARNING ABOUT new organizations and programs that are addressing issues that matter to them
In 2012, 18 DONOR-ADVISED FUNDHOLDERS contributed a total of $44,852 toward the partial or full funding of Community Grants in a wide variety of interest areas. This funding is impactful — it equates to the estimated annual income that would be generated by a $1,043,070 endowment! As such, we are most grateful for our 2012 GRANTMAKING PARTNERS:
GRANTMAKINGPARTNERS
Anonymous(2)
ElmsandHarrietAllen
GayleAndersonandCareyHedgpeth
EdandBarbaraBeason
BillBenton
GregandGinaBridgeford
WoodyClinard
MaryEagan
CarolineGamble
EricHoyle
JimandDebbieMillis
WaltandMarthaAnnMurray
MilNaugle
LucianandRobieNeal
KatherineW.Otterbourg
BonnieStewart
JohnandPeggyTaylor
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ARTS AND CULTURE
COMMUNITY GRANTS 2012
ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S)
AnimalAdoptionandRescueFoundation $15,000 foracommunityprogramsandoutreachcoordinator EdnaB.ParkinGeorgesAnimalFund
ForsythHumaneSociety $30,000 foradditionalstaffforasecondyear EdnaB.ParkinGeorgesAnimalFund,TheWinston-SalemFoundation GrantmakingPartnersFund
ForsythSpayDayCoalition $5,765 tosupportspay/neuterservicesinForsythCounty EdnaB.ParkinGeorgesAnimalFund,LassiterAnimalWelfareFund
HorseEducationandRescueOrganization $12,000 forlargeanimalemergencyrescuetraining EdnaB.ParkinGeorgesAnimalFund
TOTAL 2012 COMMUNITY GRANTS TO ANIMAL WELFARE $62,765
ANIMAL WELFARE
ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S)
ArtsCouncilofWinston-Salem$25,000 toupgradefinancialsoftware CharlesBabcock,Jr.FieldofInterestFundandForsythCounty
AvaGardnerMuseum $5,000 toimprovethelibrary AvaGardnerFund
CarolinaMusicWays $3,000 toeducatestudentsabouttheregion’smusicheritagefor SamuelA.andRoslynS.HarrisFundathirdyear
FestivalStageofWinston-Salem $15,000 tosupportamarketingresearchstudy CharlesBabcock,Jr.FieldofInterestFund,TheWinston-Salem FoundationGrantmakingPartnersFund
HelenSimoneauDanse $4,280 foranadministrativeassistantandamarketingposition CharlesBabcock,Jr.FieldofInterestFund
Korner’sFollyFoundation $9,670 forWebsitedesign Dr.CalvinandRuthH.OgburnTrust,R.J.ReynoldsTobacco CompanyFund
NCBlackRepertoryCompany $19,866 tosupportanaudiencedevelopmentmanagerforasecondyear CharlesBabcock,Jr.FieldofInterestFund
PiedmontChamberSingers $1,735 forpromotionalmarketingmaterials CharlesBabcock,Jr.FieldofInterestFund
PiedmontCraftsmen $25,000 tosupportthe50thanniversaryhistoryproject CharlesBabcock,Jr.FieldofInterestFund,EisenbergFamilyFund forArtsandCulture,VickiVanLiereHelmsArtFund,TheWinston- SalemFoundationGrantmakingPartnersFund
PiedmontOpera $30,000 foradevelopmentdirector CharlesBabcock,Jr.FieldofInterestFund,SamuelA.andRoslynS. HarrisFund
ReynoldaHouseMuseumofAmericanArt $20,000 tosupportaprofessionaldevelopmentopportunity CharlesBabcock,Jr.FieldofInterestFund,EarlineheathKingFund, TheWinston-SalemFoundationGrantmakingPartnersFund
SawtoothSchoolforVisualArt $40,000 tosupportasalesandmarketingmanager CharlesBabcock,Jr.FieldofInterestFund,CommunityArtsFund, TheWinston-SalemFoundationGrantmakingPartnersFund
UNCSchooloftheArtsFoundation $1,000 tosupportayouthengagementcoordinatorfortheMagnolia SamuelA.andRoslynS.HarrisFundBaroqueInstitute
Winston-SalemDeltaFineArts $14,000 tosupportWebsiteupgradesandfunddevelopmentwork CommunityArtsFund
Winston-SalemFestivalBallet $20,000 forapart-timemarketingassistant CharlesBabcock,Jr.FieldofInterestFund,MaryReynoldsBabcock CulturalImprovementFund
Winston-SalemSymphony $25,000 tosupportaudiencedevelopmentandmarketingeffortsfor SamuelA.andRoslynS.HarrisFundasecondyear
Winston-SalemYouthChorus $15,000 tohireastrategicplanningconsultant SamuelA.andRoslynS.HarrisFund
TOTAL 2012 COMMUNITY GRANTS TO ARTS AND CULTURE $273,551
:
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ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S)
DowntownWinston-SalemPartnership $15,000 tosupportaneconomicimpactstudyofthereconstruction CharlesBabcock,Jr.DiscretionaryFundofBusiness40
GrassrootsGrantmakers $1,500 toprovidetechnicalassistance HowardGrayEndowment
HabitatforHumanityofForsythCounty $80,000 tosupportthecapitalcampaign AlgineFoyandJuliusDobsonNeelyMemorialFund,Anonymous Trust#2,HayesandAmyWaufordFund,LilaChurchBradford MemorialFund,NelsonandDorothyTomlinsonFund,R.Edward LasaterEndowmentFund,R.WorthAllenandAthaJ.AllenFund, SamuelandElizabethRoseFund,ThomasR.andGeorgiaL.Pepper FamilyFund,VirginiaS.PleasantsFund,WilliamP.andKatharineT. BaldridgeEndowment
NeighborsforBetterNeighborhoods $60,000 tosupportthedevelopmentofcommunityassetsin AlgineFoyandJuliusDobsonNeelyMemorialFund,BessGrayneighborhoods PlumlyFund,DonnaGermainRaderandMartinH.RaderFund, LouiseandSamAdamsCommunityFund,RalphandFrances StocktonTrust,TheWinston-SalemFoundationGrantmaking PartnersFund
NeighborsforBetterNeighborhoods $10,000 toprovidefundsforneighborhoodprojectsandprograms CharlesBabcock,Jr.DiscretionaryFund,Mr.andMrs.F.Borden Hanes,Jr.Trust
PreserveHistoricForsyth $4,500 forastrategicplanandmarketingexpenses JamesA.GrayFamilyFund,NancyT.PleasantsCommunity DevelopmentFund,TheWinston-SalemFoundationGrantmaking PartnersFund
TOTAL 2012 COMMUNITY GRANTS TO COMMUNITY AND ECONOMIC DEVELOPMENT $171,000
COMMUNITY AND ECONOMIC DEVELOPMENT
ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S)
ArtsCouncilofWinston-Salemand $6,100 forlandscaping AnneHanesWillisFundForsythCounty
CarolinaFarmStewardshipAssociation $24,000 toemployaprogrammanagerandmatchWICand/orSNAP D.ElwoodClinardCharitableTrust,Dr.CalvinandRuthH.Ogburn benefitsattheCobblestoneFarmersMarketforasecondyear Trust,FrankE.LlewellynT.B.Fund,JohnW.andAliceRoseAlspaugh MemorialFunds,LipscombFund,TheWinston-SalemFoundation GrantmakingPartnersFund
FamilyServices $5,000 tohelpmakeimprovementstotheHealingGardens AnneHanesWillisFund
NaturalCapitalInvestmentFund $10,000 toexpandlendingandtechnicalassistanceinForsythCounty JamesA.GrayFamilyFund
NCCooperativeExtensionService, $24,000 tosupportthecommunitygardenresourceprogramfora AnneHanesWillisFund,DraneV.McCallFundforWinston-SalemForsythCounty thirdyear Beautiful,RaymondB.Hooker,Jr.Fund–Unrestricted,TheWinston-Salem FoundationGrantmakingPartnersFund
Winston-SalemSustainabilityResource $30,000 tosupporttheexecutivedirectorposition CharlesBabcock,Jr.DiscretionaryFundCenter
YadkinRiverkeeper $11,250 tosupportadirectorofoperationsandprogramspositionfor CharlesBabcock,Jr.DiscretionaryFund athirdyear
TOTAL 2012 COMMUNITY GRANTS TO ENVIRONMENT $110,350
ENVIRONMENT
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COMMUNITY GRANTS 2012
ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S)
CarterG.WoodsonSchoolofChallenge $25,750 tofundalibrarymediaspecialistforathirdyear BlountFund,KenardEugeneSalesMemorialFund,NancyR. BaityTrust,RichardandBeckyDavisFundforEducation,RobertA. andConstanceC.EmkenEducationFund
Children’sMuseumofWinston-Salem $20,520 tohelpsupportadevelopmentandmarketingpositionfor JessicaT.FogleFundathirdyear
CommunitiesinSchoolsofForsythCounty $30,000 tohirequalityassurancestaff JessicaT.FogleFund,JohnWesleyAlspaughandCelesteTucker AlspaughMemorial
CommunityEducationCollaborative $10,000 forstrategicplanning JessicaT.FogleFund
CrosbyScholarsCommunityPartnership $100,000 tosupportthecapitalcampaign GeorgeandEdnaBlantonFund,HarveySewardMartinFund,Isabel McRaeFund,J.C.TiseFund,JamesR.HankinsFund
CrosbyScholarsCommunityPartnership $4,500 tosupportapart-timesenioradvisorforathirdyear ArtandDannieWeberEducationFund,CharlesE.Norfleet MemorialFund,JessicaT.FogleFund
ElBuenPastorLatinoCommunityServices $13,000 tosupportthefamilyliteracyinitiative JohnWesleyAlspaughandCelesteTuckerAlspaughMemorialFund, TheWinston-SalemFoundationGrantmakingPartnersFund
GolerInstituteforDevelopmentand $11,000 forstrategicplanningandstafftraining J.FrankandMaryS.MockFundEducation
LibertyEastRedevelopment $13,000 tosupporttheDigitalConnectorsprogramforathirdyear EdnaB.ParkinGeorgesYouthFund,JohnWesleyAlspaughand CelesteTuckerAlspaughMemorialFund
NorthwestChildDevelopmentCenters $40,000 tosupportaneducationtechnologyintegrationspecialistfor CampRobertVaughnFund,CharlesBabcock,Jr.DiscretionaryFund,asecondyear HughE.Bynum,Jr.andElizabethH.BynumMemorialFund– Unrestricted,JosephG.GordonFund,ThomasH.DavisAdvised Trust,TheWinston-SalemFoundationGrantmakingPartnersFund
TheCentersforExceptionalChildren $10,000 tosupportanadditionalnurseforthechildrenatthe ClaireLockhartFollin-MaceFundChildren’sCenterforathirdyear
TheCentersforExceptionalChildren $20,000 tosupportahorticulturaltherapyprogramattheSpecial EugeneandIolaDanielsMemorialTrustFundfortheMentallyChildren’sSchool Handicapped
WakeForestUniversity $15,000 toestablishamathteachers’circleformiddleschoolmath ElizabethLovettEducationEndowment,J.C.TiseFund,JessicaT.teachersintheWinston-Salem/ForsythCountySchools FogleFund,PeggyandRalphStocktonFund,TheWinston-Salem FoundationGrantmakingPartnersFund
Winston-SalemStreetSchool $45,000 tosupportadevelopmentdirector JohnW.BurressCommunityFund,TheWinston-SalemFoundation GrantmakingPartnersFund
Winston-Salem/ForsythCountySchools $8,000 tofund,inpartnershipwithothercommunityorganizations, A.TabWilliams,Jr.PublicEducationFundasearchfirmtoassistwiththesuperintendentsearch
Winston-Salem/ForsythCountySchools $10,000 toparticipateinastatewideSTEMNetwork A.TabWilliams,Jr.PublicEducationFund
WSFCCouncilofPTAs $1,000 tosupporttheAmazingSummerE.S.C.A.P.E. JessicaT.FogleFund
TOTAL 2012 COMMUNITY GRANTS TO EDUCATION $376,770
EDUCATION
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HEALTH
ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S)
ArtsforLife $10,000 toexpandtheartandmusicprogramtothebehavioralhealthunit HarrietTaylorFlyntFund,SamuelA.andRoslynS.HarrisFund
AssociatesinChristianCounseling $10,400 tocreateapart-timeintakecoordinatorposition GeorgeandEdnaBlantonFund,TheWinston-SalemFoundation GrantmakingPartnersFund
CancerServices $17,000 tosupportanAfrican-AmericanandaHispanic/Latino JeannetteNorfleetFund,LenaAlbrightMemorialFundoutreacheducator
CancerServices $25,000 tosupportanAfrican-AmericanandaHispanic/Latino AvaGardnerFund,MasichFund,Mr.andMrs.ThomasB.Riceoutreacheducatorforasecondyear MemorialFund,TheWinston-SalemFoundationGrantmakingPartnersFund
CommunityCareCenterforForsyth $45,000 tosupportadiabeticcasemanager/educator JohnW.andAliceRoseAlspaughMemorialFunds,TwinCityHospital Funds,TheWinston-SalemFoundationGrantmakingPartnersFund
ForsythMedicalCenterFoundation $50,000 tohelpsupportcostsfor24-hourcallcentercounselorsatthe HarrietTaylorFlyntFundBehavioralHealthCenterforasecondyear
HealthCareAccess $35,000 toprovideemergencysupport BillandHeleneHalversonFund,EmmaJaneSkinnerFund,George andEdnaBlantonFund,JohnW.andAliceRoseAlspaughMemorial Funds,JohnW.BurressCommunityFund,TheWinston-Salem FoundationGrantmakingPartnersFund
KenCarlsonBoysandGirlsClub $450 foranutritionenrichmentprogram JohnWesleyAlspaughandCelesteTuckerAlspaughMemorialFund, YouthActivitiesFund
NCBaptistHospital $12,500 forstafftrainingandprenatalpatienteducation JohnW.andAliceRoseAlspaughMemorialFunds
NCHarmReductionCoalition $17,000 tosupportamulti-dimensionalhepatitisprojectforasecondyear FrankE.LlewellynT.B.Fund,JohnW.andAliceRoseAlspaugh MemorialFunds
PartnershipforaDrugFreeNC $29,000 tohelpsupportthecostsofadirectorofdevelopmentfora HarrietTaylorFlyntFundsecondyear
PreventBlindnessNC $10,000 totrainvisionscreenersforelementaryandmiddleschoolsin ClaireLockhartFollin-MaceFundForsythCountyforasecondyear
ProdigalsCommunity $27,000 tosupportanewemploymentandeducationprogram AnnandClayRingFund,D.ElwoodClinardCharitableTrust,Etta MaePopeTrust,MaryA.PayneCharitableFundforHumanServices, StokesIveyandOrphaMarieLeonardPopeFamilyTrust
SECUFamilyHouse $25,000 tosupportthemanagerofeducationalservicesforasecondyear FrankE.LlewellynT.B.Fund,LouiseFutrellFund
TrinityCenter $15,000 tohelpsupportadditionalcoststotheorganizationforthe HowardGrayEndowmentexecutivedirectorposition
TrinityCenter $22,000 tohelpsupporttheexecutivedirectorpositionforasecondyear JohnAlexanderMcClung,DDS,FACDTrust,LillianS.StultzFund, RichardE.AshburnTrust
WakeForestHealthSciences $15,353 tosupportalicensedpsychologistassociatefortheoutpatient HarrietTaylorFlyntFundtherapyprogramatAmosCottage
TOTAL 2012 COMMUNITY GRANTS TO HEALTH $365,703
County
GardenClub
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COMMUNITY GRANTS 2012
ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S)
AutismSocietyofNC $5,000 tosupportavocationalskillsdevelopmentprogram HarrietTaylorFlyntFund,TheWinston-SalemFoundation GrantmakingPartnersFund
BariumSprings $10,000 tohelpincreasethenumberoftherapeuticfosterhomes A.F.ClementTrustforYouthavailableintheForsythCountyarea
BethesdaCenterfortheHomeless $30,000 forafull-timeshelterdirectorforasecondyear MaryA.PayneCharitableFundforHumanServices,SarahShore RuffinFund,TheWinston-SalemFoundationGrantmakingPartnersFund
Children’sLawCenterofCentralNC $10,000 tofundapart-timedevelopmentprofessionalforathirdyear EdnaB.ParkinGeorgesYouthFund,TheWinston-SalemFoundation GrantmakingPartnersFund
ExchangeSCAN $25,536 toexpandtheparent/teeneducationgroupforasecondyear AnnandClayRingFund,BlountFund,MaryA.PayneCharitable FundforHumanServices,TheWinston-SalemFoundation GrantmakingPartnersFund
ExperimentinSelf-Reliance $5,000 tofundastrategicplanningprocess MargaretW.ParkerFund,VictorI.Flow,Jr.FamilyFund
FamilyServices $2,000 toprovidedirectassistancetovictimsofviolentcrime ChrissyGallaherVictim’sAssistanceFund
FamilyServices $20,000 tohelpsupportthegrantservicesmanagerpositionfora MarcusLewDavisMemorialFund,MaryA.PayneCharitableFundthirdyear forHumanServices
FellowshipHomeofWinston-SalemNC $7,500 forastrategicplanandmarketingexpenses AnnandClayRingFund
HorizonsResidentialCareCenter $22,000 tosupportanewtelephonesystemattheArchesandfor EugeneandIolaDanielsMemorialTrustFundfortheMentallybrandingactivities Handicapped
iCanHouseServices $20,000 tosupportdevelopmentactivitiesforasecondyear HarrietTaylorFlyntFund,TheWinston-SalemFoundation GrantmakingPartnersFund
NCHousingFoundation $40,000 foraprojectdirectortodevelopprogramsforasupportive HarrietTaylorFlyntFund,TheWinston-SalemFoundationhousingsite GrantmakingPartnersFund
NCVictimAssistanceNetwork $1,799 tohelpcrimevictimsorcrimevictimserviceprovidersattend ChrissyGallaherVictim’sAssistanceFundtheannualstatewidetrainingconference
NextStepMinistries $10,000 tosupportanighttimestaffpositionforasecondyear TheWinston-SalemFoundationGrantmakingPartnersFund
SamaritanMinistries $40,000 tosupportthecapitalcampaigntobuildanewfacility BarbaraLasaterHanesTrust,BobandRuthHerringFund,Spencer andNellWaggonerCharitableFund–Unrestricted
SecondHarvestFoodBankofNorthwest $35,000 tosupportanutritionservicescoordinator JohnandJuliaDenhamFund,RichardK.ScottMemorialFund, RobertEdwinTaylorandMargaretLongTaylorMemorialFund, VergilandVickiGoughFund,TheWinston-SalemFoundation GrantmakingPartnersFund
SeniorServices $35,000 toprovidenutritiousfoodtohomeboundolderadultsthrough SturmerSamaritanFundtheMeals-on-Wheelsprogram
Shepherd’sCenterofGreaterWinston- $20,000 tosupportapart-timeseniorcenterprogramassistant CliftonE.andRuthBrewerBeckMemorialFund,HarrietTaylorFlynt Fund,OtisB.andGenevieveParrishFund
SmartStartofForsythCounty $7,500 toprovidevisionscreeningforpreschoolchildrenin ClaireLockhartFollin-MaceFundForsythCounty
TriadTrackersWheelchairBasketball $10,000 tohelpsupportawheelchairbasketballteam AubreyMarcusZimmermanFundforRecreationforthe Handicapped,ClaireLockhartFollin-MaceFund
UnitedWayofForsythCounty $20,000 tofundtheTen-YearPlantoEndChronicHomelessness MaryA.PayneCharitableFundforHumanServices
VigilsforHealing $2,500 toprovidemonetarysupportforthefamilymembersof ChrissyGallaherVictim’sAssistanceFundvictimsofviolentdeath
Winston-SalemIndustriesfortheBlind $50,400 tosupporttheStudentEnrichmentExperienceprogram ClaireLockhartFollin-MaceFund,EdwardandMaryAliceTarulliFund
TOTAL 2012 COMMUNITY GRANTS TO HUMAN SERVICES $429,235
HUMAN SERVICES
NC
Salem
Team
[ 3 4 ] G R A N T S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
PUBLIC INTEREST
RECREATION
ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S)
ForsythCountyBroncos $300 forregistrationfeesforyouthwhocannotaffordtoparticipate YouthActivitiesFund
KappaLeagueofWinston-Salem $750 tofundahistoricalenrichmentexperienceforyoungmen YouthActivitiesFund
SouthwestForsythLittleLeague $1,000 foryouthwithdisabilitiestoparticipateinaLittleLeague AubreyMarcusZimmermanFundforRecreationforthe WorldSeriesexhibitiongame Handicapped
TwinCityOutreachofWinston-Salem $300 tofundaleadershipexperienceforyounggirls YouthActivitiesFund
Winston-SalemIndians $500 forregistrationfeesforyouthwhocannotaffordtoparticipate YouthActivitiesFund
Winston-SalemTinyVikings $500 topayforregistrationfeesforyouthwhocannotaffordto YouthActivitiesFundparticipate
YMCAofNorthwestNC $17,500 tosupportanafterschoolrunningprogramformiddleschool EdnaB.ParkinGeorgesYouthFundstudents
TOTAL 2012 COMMUNITY GRANTS TO RECREATION $20,850
TOTAL 2012 COMMUNITY GRANTS $2,168,224
ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S)
ECHOAward $5,000 2012ECHOAwardRecipients WachoviaBankofNorthCarolinaFund
ECHONetwork $138,500 tofosterenriching,trusting,andlong-lastingrelationships TheCommunityFund,MargaretW.ParkerFundamongdiversepeople
ForsythCountyPublicLibrary $3,000 forOnTheSamePage AnnandClayRingFund
ForsythFutures $75,000 tocollectandleveragecommunityinformationinorderto AgnewHunterBahnsonandElizabethHillBahnsonMemorialenhancethequalityoflifeforForsythCountyresidents Fund,GeorgeandEdnaBlantonFund
HandsOnNorthwestNC $60,000 tosupportcapacitybuildingfornonprofitsandincrease TheCommunityFund,TheWinston-SalemFoundationGrantmakingvolunteerism PartnersFund
HandsOnNorthwestNC $3,000 toprovideatransitionplanningworkshopforlocalnonprofits AvaGardnerFund
Imprints $18,000 forapart-timesalesmanagerposition GeorgeandEdnaBlantonFund
LeadershipWinston-Salem $10,000 tohelpsupportadevelopmentpositionforathirdyear PleasantsHardwareCompanyTrust,VirginiaS.PleasantsFund
NCCenterforVoterEducation $19,000 toproduceanddistributeacomprehensivenonpartisanvoter CharlesBabcock,Jr.DiscretionaryFund,TheWinston-SalemguidetothousandsofForsythCountyresidents FoundationGrantmakingPartnersFund
RufusDaltonAwards $6,500 toawardtheRufusDaltonAwardtofourofficerswhowere RufusW.DaltonTrustinjured/killedinthelineofduty
WarMemorialFoundation $10,000 tohelpsupporttheCarolinaFieldofHonoratTriadPark GeorgeandEdnaBlantonFund
Winston-SalemFoundationAward $10,000 The2012Winston-SalemFoundationAwardRecipient BB&TFund
TOTAL 2012 COMMUNITY GRANTS TO PUBLIC INTEREST $358,000
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t G R A N T S [ 3 5 ]
SINCE 1919, committed donors have invested generously in the current and future nourishment of our community and beyond. These charitable individuals, families, and organizations have provided substantial support in areas as varied as health and human services to community and economic development, enriching the lives of neighbors near and far. At the end of 2012, the Foundation administered more than 1,300 CHARITABLE FUNDS for a wide variety of philanthropic purposes.
FUNDS ANDDONORS2012
*includesTemporaryFunds
20% DESIGNATED FUNDS
12% CHARITABLE LEAD TRUSTS ANDCHARITABLE REMAINDER TRUSTS
17% UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS
FOUNDATION ASSETS (by Fund Type)
33% DONOR-ADVISED FUNDS
(ENDOWED)
6% STUDENT AID FUNDS
5% AGENCY ENDOWMENT FUNDS
5% DONOR-ADVISED FUNDS (NON-ENDOWED)*
1% REAL ESTATE FUNDS
1% OTHER ASSETS
[ 3 6 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
TYPESOFFUNDSENDOWED FUNDS:
UNRESTRICTED FUNDS FOR COMMUNITY GRANTS offer the broadest option for charitable giving. Income from these funds will be used to meet changing funding opportunities in our community over time through Community Grants.
FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS give donors the opportunity to provide Community Grantmaking support within a specific area of interest, such as arts and culture, environment, or human services.
DONOR-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.
DESIGNATED FUNDS are established by donors who wish to provide 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.
REAL ESTATE FUNDS are properties designated for a charitable use and titled in the Foundation’s name.
NON-ENDOWED FUNDS:
NON-ENDOWED ADVISED FUNDS, which are essentially charitable checking accounts, offer donors a simple and efficient vehicle for annual charitable giving.
TEMPORARY FUNDS give the Foundation the ability to hold a limited number of funds for organizations and individuals for charitable projects.
CHARITABLE TRUSTS:
CHARITABLE LEAD TRUSTS enable donors to make significant charitable gifts for the term of the trust while transferring substantial assets to beneficiaries later.
CHARITABLE REMAINDER TRUSTS allow donors and/or a designated beneficiary to receive income for the life of the trust, with the remainder going to support charitable causes.
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 [email protected] or call us at (336) 725-2382 for more information.
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 3 7 ]
Unrestricted and Field of Interest Funds – continued on next pageDonor-Advised Funds – continued on next page
UNRESTRICTED AND FIELD OF INTEREST FUNDS FORCOMMUNITYGRANTS
UNRESTRICTED FUNDS offer the broadest option for charitable giving. Income from these endowed funds is used to meet the changing needs of our community over time through Community Grants. FIELD OF INTEREST FUNDS give donors the opportunity to provide
Community Grantmaking support within a broad interest area (e.g., environment, human services, health, arts and culture, etc.).
LouiseandSamAdamsCommunityFund 2005 Establishedthroughacharitabletrusttosupportthecharitableneedsofthecommunity
LenaAlbrightMemorialFund 1979 Establishedbyfamilyandfriendsfororganizationsthatprovidecomfortandbenefittothosesufferingfromcancer, especiallyleukemia
R.WorthAllenandAthaJ.AllenFund 2005 EstablishedbyMrs.AthaAllenin1989inmemoryofherhusbandandlaterendowed
JohnW.andAliceRoseAlspaughMemorialFunds 1964 EstablishedbybequestbyJohnW.Alspaughtoprovidehealthcaretounderprivilegedpeople
JohnWesleyAlspaughandCelesteTuckerAlspaugh 1964 EstablishedbybequestbyJohnW.AlspaughinmemoryofhisparentstosupportprogramsfordisadvantagedyouthMemorialTrust
AnonymousTrust#2 1999 Establishedbyananonymousdonorasanunrestrictedfund
RichardE.AshburnTrust 2002 Establishedbybequestasanunrestrictedfund
WarrenDavidAshburnFund 1968 EstablishedforcharitablepurposesoftheFoundation
CharlesBabcock,Jr.DiscretionaryFund 2006 EstablishedwithagiftfromtheMaryReynoldsBabcockFoundationtohonorCharlesBabcock,Jr.andhislifelongsupportof emergingandchangingcommunityneeds
CharlesBabcock,Jr.FieldofInterestFund 2006 EstablishedwithagiftfromtheMaryReynoldsBabcockFoundationtohonorCharlesBabcock,Jr.andhislifelonginterestin artsandcultureinthecommunity
MaryReynoldsBabcockCulturalImprovementFund 1950 Establishedforgrantsandloanstoculturalandartsgroupsinthecommunity
AgnewHunterBahnsonandElizabethHillBahnson 2011 EstablishedwithproceedsfromthesaleoftheBahnsonHouseasanunrestrictedfund MemorialFund
NancyR.BaityTrust 2000 EstablishedinmemoryofherhusbandIraW.Baity,Jr.tosupportprogramsfordisadvantagedchildrenandyouth
WilliamP.andKatharineT.BaldridgeEndowment 2006 Establishedasanunrestrictedfund
BankofAmericaCorporationFund 1995 EstablishedasanunrestrictedfundinhonoroftheFoundation’s75thAnniversary
BB&TFund 1994 EstablishedasanunrestrictedfundinhonoroftheFoundation’s75thAnniversary
CliftonE.andRuthBrewerBeckMemorialFund 2010 EstablishedthroughtheestatesofCliftonandRuthBeck
GeorgeandEdnaBlantonFund 2010 EstablishedwiththeremainderoftheGeorgeandEdnaBlantonCharitableAnnuityTrust
BlountFund 2010 EstablishedbyFrederickA.Blount,MDtosupportprogramsforhigh-riskyouthandsingleteenparents
LilaChurchBradfordMemorialFund 1999 Establishedasanunrestrictedfund
JohnW.BurressCommunityFund 2007 Establishedasanunrestrictedfund
AlbertL.Butler,Jr.Fund 1997 EstablishedbytheKateB.ReynoldsCharitableTrustinmemoryofMr.Butlertosupportthepoorandneedy
HughE.Bynum,Jr.andElizabethH.Bynum 2000 EstablishedbytheestateasanunrestrictedfundMemorialFund–Unrestricted
CampRobertVaughnFund 1990 EstablishedfromtheproceedsofthesaleofCampRobertVaughntosupportgrantsforchildrenandyouth
CarolinaSteelEndowmentFund 1988 Establishedasanunrestrictedfundtosupportworthypublicpurposes
HenryM.Carter,Jr.Fund 1997 EstablishedbyfriendsofMr.CarterathisretirementaspresidentofTheWinston-SalemFoundationasanunrestrictedfund
A.F.ClementTrustforYouth 1971 Establishedin1970andrepurposedin2011tobenefitworthychildreninForsythCountyintheirsuitablemaintenance
D.ElwoodClinardCharitableTrust 1974 EstablishedasanunrestrictedfundbyD.ElwoodClinard,Jr.inmemoryofhisfather
FUND YEAR PURPOSE
ENDOWEDFUNDS
[ 3 8 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
CommunityArtsFund 1985 Establishedtosupportprogramsofartsorganizations
TheCommunityFund 1919 EstablishedbyCol.F.H.Friestoaddressthechangingneedsofourcommunity
FranklinCromerCordellFund 1994 Establishedbyfamilyandfriendstosupportprogramsthatassistindividualswhosufferfromsubstanceabuseproblems
RufusW.DaltonTrust 1983 Establishedbybequesttoassistinjuredlaw-enforcementofficersandthespousesandchildrenofofficerskilledinthe performanceoftheirduties
EugeneandIolaDanielsMemorialTrustFundforthe 1998 EstablishedbytheestateofBobbyA.DanielstobenefitmentallyhandicappedpeopleofWinston-SalemandForsythCountyMentallyHandicapped
MarcusLewDavisMemorialFund 2004 EstablishedasanunrestrictedfundbyMr.G.FranklinDavisinmemoryofhisson
RichardandBeckyDavisFundforEducation 2010 EstablishedbyRichardN.DaviswithagrantfromtheKateB.ReynoldsCharitableTrusttohonorhisboardservice
ThomasH.DavisAdvisedTrust 1992 Establishedwithspecialemphasisonprogramsforyouth
JamesR.DeadrickFund 1989 Establishedbybequestasanunrestrictedfund
MarianG.andCharlesW.DeBellTrust 2001 Establishedasanunrestrictedfund
JohnandJuliaDenhamFund 2007 Establishedasanunrestrictedfund
EisenbergFamilyFundforArtsandCulture 2007 Establishedasafieldofinterestfundtosupportartsandculture
EmergencyLoanFundofNorthwestN.C. 1983 EstablishedbytheDonorsForumofForsythCountytoprovideemergencyloanstononprofitsinNorthwestNorthCarolina
RobertA.andConstanceC.EmkenEducationFund 2000 Establishedtosupporteducationalprograms
Fenwick-RiceFund 2004 EstablishedfromtheRonandMurielRiceFundandtheElizabethFenwickFundfortheDowntownChurchCentertosupportthe homeless,elderly,children,andtheunderservedinthecommunity
VictorI.Flow,Jr.FamilyFund 2000 EstablishedbyMr.andMrs.VictorI.Flow,Jr.asanunrestrictedfund
HarrietTaylorFlyntFund 1998 Establishedbybequesttobenefitthehandicapped,theelderly,orotherswithdisabilities
JessicaT.FogleFund 1964 EstablishedbybequesttosupporttheeducationanddevelopmentofNorthCarolinachildren
ClaireLockhartFollin-MaceFund 1991 EstablishedbyfamilyandfriendstobenefitphysicallydisabledindividualsinNorthCarolina
Unrestricted and Field of Interest Funds, continued
FUND YEAR PURPOSE
LouiseFutrellFund 1991 Establishedbybequestasanunrestrictedfund
ChrissyGallaherVictim’sAssistanceFund 1992 EstablishedinhonorofChrissyGallaherbyfamilyandfriendstosupportvictimsofviolentcrimes
AvaGardnerFund 2005 EstablishedbytheAvaGardnerTrustforcommunitygrantmaking
EdnaB.ParkinGeorgesAnimalFund 1996 Establishedbybequestasaspecialpurposefundtobenefitdomesticanimals
EdnaB.ParkinGeorgesYouthFund 1996 Establishedbybequesttobenefitdisadvantagedyouth
VeraGoldbergMemorialFund 1998 EstablishedbyMiltonGoldberginmemoryofhiswifeasanunrestrictedfund
JosephG.GordonFund 1997 EstablishedbytheZ.SmithReynoldsFoundationinmemoryofDr.Gordontobenefitdisadvantagedyouth
VergilandVickiGoughFund 2008 Establishedasanunrestrictedfund
HowardGrayEndowment 1987 Establishedasanunrestrictedfund
JamesA.GrayFamilyFund 1989 Establishedasanadvisedfund,thenconvertedtoanunrestrictedfundatMr.Gray’sdeath
WilliamN.HaileyFund 2004 EstablishedwiththeremainderinterestfromtheWilliamN.HaileyCRT
BillandHeleneHalversonFund 2006 EstablishedasanunrestrictedfundfromabequestbyJohnW.Halverson
BarbaraLasaterHanesTrust 1988 Establishedasanunrestrictedfund
Mr.andMrs.F.BordenHanes,Jr.Trust 1998 EstablishedbyMr.andMrs.F.BordenHanes,Jr.asanunrestrictedfund
JamesR.HankinsFund 1967 Establishedbybequestasanunrestrictedfund
CarlW.andAnnieM.HarrisEndowment 1970 Establishedbybequestasanunrestrictedfund
SamuelA.andRoslynS.HarrisFund 1980 Establishedbybequestasanunrestrictedfundwithspecialinterestinmusiceducation
VickiVanLiereHelmsArtFund 2004 EstablishedinmemoryofVickiVanLiereHelmsbyherfamilyandfriendstosupportorganizationsandprogramsservingaspiring painters,sculptors,andotherartists
BobandRuthHerringFund 2003 EstablishedasanunrestrictedfundbyMr.B.J.Herring
MargaretandHarrellHillFund 2007 Establishedasanunrestrictedfund
WilliamD.andJaneF.HobbsFund 2008 Establishedbycharitablebequesttosupportthepoorandneedyofthecommunity
WilliamandAllanHollanCharitableFund 2004 EstablishedwithmemorialgiftstoWilliamE.Hollan,Sr.tosupporthumanservices
RaymondB.Hooker,Jr.Fund–Unrestricted 2000 Establishedbyanestategiftasanunrestrictedfund
MaeW.HubbardTrust 1987 Establishedbybequestasanunrestrictedfundwithspecialconsiderationforthedevelopment,welfare,andeducationof underprivilegedandhandicappedchildren
AllanM.HutchersonFund 1944 EstablishedbybequestforForsythCountyyouthprogramswithspecialconsiderationtothoseaffectingunderserved minoritychildren
EarlineheathKingFund 2005 Establishedtosupportartandart-relatedendeavorsoftheFoundationwithinNorthCarolina
LouisandGretchenKlaffTrust 2010 EstablishedbybequestfromLouisandGretchenKlafftosupportat-riskchildren
MarthaK.KnottFund 1926 Establishedtoprovidesupportforgeneralcharitablepurposes
R.EdwardLasaterEndowmentFund 1950 Establishedtoprovidesupportforgeneralcharitablepurposes
LassiterAnimalWelfareFund 2003 EstablishedwithanestategiftfromAlleneD.LassiterforthebenefitofanimalsinForsythCounty
LipscombFund 2004 EstablishedinhonorofGuyandMargaretLipscombbytheirgranddaughter
FrankE.LlewellynT.B.Fund 1970 EstablishedbybequestbyElizabethP.Llewellynforgeneralhealthpurposeswithapriorityfortuberculosispurposes wheneverpossible
JohnC.Long,M.D.Fund 1994 EstablishedbyfriendsofDr.Longforsupportintheareaofhealth
ElizabethLovettEducationEndowment 1996 Establishedasafundtosupporteducation
ThomasJackLynchMemorialFund 1996 Establishedbyanestategiftasanunrestrictedfund
HarveySewardMartinFund 1996 EstablishedbybequestbyMrs.MartinforeducationalpurposesatthediscretionoftheFoundationCommittee
Unrestricted and Field of Interest Funds, continued
FUND YEAR PURPOSE
[ 4 0 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
Unrestricted and Field of Interest Funds – continued on next page
MasichFund 2004 EstablishedbyJaneandTonyMasichasanunrestrictedfund
DraneV.McCallFundforWinston-SalemBeautiful 2008 EstablishedbyDr.BillMcCallinhonorofhiswife,DraneV.McCall
JohnAlexanderMcClung,DDS,FACDTrust 1994 EstablishedbyMaryLouiseGrayinmemoryofherfathertosupportChristian-relatedprogramsororganizationsinthe localcommunityasdeterminedbytheFoundation
IsabelMcRaeFund 1981 Establishedbybequestasanunrestrictedfund
MichaloveFund 2004 Establishedasanunrestrictedfundwith41consecutiveyearsofcontributionstotheCommunityFund
J.FrankandMaryS.MockFund 2003 EstablishedthroughaCRTtobenefitneedychildreninForsythCounty
AlgineFoyandJuliusDobsonNeelyMemorialFund 1989 EstablishedbyAlgineNeelyOgburninhonorofherparentsforempoweringandencouragingindividualstoimprovetheirlives andthelivesoftheirfamilies
CharlesE.NorfleetMemorialFund 1976 EstablishedbyGrizzelleM.Norfleetinmemoryofherbrother,whoservedassecretaryoftheFoundationduringitsearlyyears
JeannetteNorfleetFund 1982 Establishedbyfamilyandfriendstosupporthealthandmedicalprograms,withspecialconsiderationforprogramsthatbenefit peoplesufferingfromcancer
Dr.CalvinandRuthH.OgburnTrust 1978 Establishedtoprovidesupportforgeneralcharitablepurposes
MargaretW.ParkerFund 1997 Establishedasanunrestrictedfund
OtisB.andGenevieveParrishFund 1987 Establishedtosupportprogramsforolderadultswithdebilitatinghealthconditions,especiallyAlzheimer’sdisease
MaryA.PayneCharitableFundforHumanServices 2009 EstablishedbytheMaryAnnPayneRevocableCharitableTrusttobenefithumanservices
ThomasR.andGeorgiaL.PepperFamilyFund 1997 EstablishedbyDr.FrancisD.Pepperinmemoryofhisgrandparentsasanunrestrictedfund
KerrandNaomiPinnixDiscretionaryFund 2006 EstablishedbyatestamentarytrustcreatedbyNaomiIngramPinnixtoprovidefinancialcounselingandadvice
PfafftownJayceesCommunityFund 2005 EstablishedbythePfafftownJaycees
PleasantsHardwareCompanyTrust 1987 Establishedforgeneralcharitablepurposes
NancyT.PleasantsCommunityDevelopmentFund 1997 Establishedtosupporteconomicdevelopment,educationandtraining,leadershipdevelopment,communitylong-rangeplanning, communityappearance,historicpreservation,andregionalcooperation
VirginiaS.PleasantsFund 1996 Establishedbyanestategiftasadiscretionaryfund
BessGrayPlumlyFund 1965 EstablishedbybequestforgeneralcharitablepurposesoftheFoundation
EttaMaePopeTrust 2000 EstablishedbyLouisB.Popeinmemoryofhissistertosupportthepoorandneedy
StokesIveyandOrphaMarieLeonardPopeFamilyTrust 2000 EstablishedbyLouisB.Popeinmemoryofhisparentstosupportthepoorandneedy
DonnaGermainRaderandMartinH.RaderFund 2005 EstablishedasanunrestrictedfundtohonorthememoryofDonnaRader’sparents,OwenE.GermainandEmilieDrapalskiGermain
R.J.ReynoldsTobaccoCompanyFund 1975 Establishedasapartofthecompany’s100thanniversarycelebration
MaryNeilHendersonRiceFund 1998 EstablishedbyThomasB.Rice,IIIinmemoryofhismotherasanunrestrictedfund
Mr.andMrs.ThomasB.RiceMemorialFund 1991 Establishedbyfamilyandfriendsforgeneralcharitablepurposes
AnnandClayRingFund 1997 Establishedasanunrestrictedfund
SamuelandElizabethRoseFund 1998 EstablishedbybequestbySamuelM.Rosetosupportgeneralcharitablepurposes
SarahShoreRuffinFund 2004 EstablishedbybeneficiarydesignationoftheSarahS.RuffinIRA
KenardEugeneSalesMemorialFund 2001 EstablishedinmemoryofKenardE.Salesbyfamilyandfriendstosupportprogramsbenefitingdisadvantagedyouth
SandehillRecreationFund 1986 EstablishedtopromotecompetitiveswimmingandwatersportsinForsythCounty
RichardK.ScottMemorialFund 2011 EstablishedbyclientsofMr.Scottasanunrestrictedfund
LouisandJaneShaffnerFund 2007 Establishedasanunrestrictedfund
EmmaJaneSkinnerFund 2001 EstablishedbyFrankB.Hanestosupporthumanservicesorganizations
PeggyandRalphStocktonFund 1995 Establishedasanunrestrictedfund
RalphandFrancesStocktonTrust 1993 Establishedasanunrestrictedfund
ColinandMaryLouiseStokesFund 1991 EstablishedasanunrestrictedfundtosupportcharitablepurposesinForsythCounty
LillianS.StultzFund 1982 EstablishedbybequestforgeneralcharitablepurposesoftheFoundation
SturmerSamaritanFund 1997 EstablishedbyMarthaM.Sturmerinhonorofherin-laws,CharlesA.andErnestineHillSturmer,toprovidesupportfor financiallyneedypatientsandresidentsinnursinghomesinForsythCounty
Unrestricted and Field of Interest Funds, continued
FUND YEAR PURPOSE
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 4 1 ]
EdwardandMaryAliceTarulliFund 2006 Establishedwiththecharitableremainderofacharitableremaindertrusttoprovideservicesorprogramsthatbenefitindividuals whoarevisuallyhandicapped
RobertEdwinTaylorandMargaretLongTaylor 2005 EstablishedwiththeremainderoftheMargaretLongTaylorCharitableRemainderUnitrustMemorialFund
J.C.TiseFund 1927 Establishedbybequesttosupportgeneraleducationalpurposeswithanemphasisonprogramsprovidingenrichmentandoutreach
NelsonandDorothyTomlinsonFund 1997 Establishedasanunrestrictedfund
TwinCityHospitalFunds 1920 EstablishedbytheexecutiveboardoftheHospitalbybequestfromJohnW.Alspaughtobenefitprojectsonbehalfofthemedically indigentinthecommunity
WachoviaBankofNorthCarolinaFund 1987 Establishedwithagiftforunrestricteduseandaddedtoin1994inhonorofallformerandcurrentWachoviaemployeesandin memoryofHerbertBrenner
SpencerandNellWaggonerCharitableFund– 2005 EstablishedthroughtheestateofNellKernsWaggonerUnrestricted
HayesandAmyWaufordFund 2007 Establishedasanunrestrictedfund
ArtandDannieWeberEducationFund 2007 Establishedasafieldofinterestfundforeducation
AnneHanesWillisFund 1997 EstablishedbyFrankB.Hanesinmemoryofhissistertoassistlandscaping,gardening,andbeautificationinthecitywhen publicfundingisnotavailable
BobbyRayWilsonHumanFund 1996 EstablishedtobenefitincarceratedpersonsinForsythCounty
NancyH.WilsonFund 2009 Establishedbybequestforunrestrictedpurposes
Winston-SalemFoundationStaffEndowment 2002 EstablishedbyB.ThomasLawsoninhonorofhisformerWinston-SalemFoundationcolleagues
EdnaMotsingerWootenFund 2010 Establishedbybequestforunrestrictedpurposes
AubreyMarcusZimmermanFundfor 1984 EstablishedtoproviderecreationalopportunitiesforthehandicappedRecreationfortheHandicapped
Unrestricted and Field of Interest Funds, continued
FUND YEAR PURPOSE
Donor-Advised Funds – continued on next page
DONOR-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.
BertandJoyBennettFamilyFund
Deem/TurnerCharitableEndowedFund
ForKatie’sSakeEndowment
DorothyR.HiltonandJ.GlennHiltonFamilyFund
StanhopeA.andElizabethP.KellyFamilyAdvisedFund
KindKidsCareAdvisedFund
KulynychChildrenAdvisedFund
JeffandDebbieLongFund
M3FamilyFund
JimandMaryAllenMartinFund
McHughFamilyFund
JamesH.Millis,Jr.FamilyAdvisedFund
WindfallFund
WilliamT.andSylviaF.AldersonFund 1997
SusanandJerryArnoldTrust 2011
RobertG.AuchinclossFund 2000
PhilipS.AuchinclossFund 2000
MarshallBBassChildren’sFundEndowment 2004
BartlettandWyattBassettFund 2004
AndrewBeattieEndowment 2010
TedandCharlotteBlountFund 1997
KarlaBolenMemorialFund 2003
ElizabethE.andHenryM.BookeTrust 1994
SamandAnneBookeFamilyTrust 1989
JulianR.andMaryP.BossongFund 1998
SkipandBethBoswellTrust 2007
BraswellFamilyCharitableFund 1995
MikeandWendyBrennerTrust 2002
PaulandJudyMooreBriggsFamilyFund 2000
RoyallandAliceBrownAdvisedTrust 1993
RoyallR.Brown,Jr.AdvisedTrust 1992
BuddGroupFoundation 2001
ChristopherDavidBuddFund 1996
JosephR.BuddFamilyTrust 1997
Nathan,Jordan,andNicholasBuddFund 1998
RichardP.andSylviaS.BuddFund 1983
BurrFamilyTrust 2006
JohnW.BurressAdvisedFund 2008
Cardwell-ArcherCharitableFund 2001
DouglasandMarilynCardwellFund 2010
MaryJ.andKennethP.CarlsonAdvisedFund 2000
CarrFamilyAdvisedFund 2006
SamN.CarterandPaulineH.CarterFund 2000
CawoodCharitableFund 1993
LeeChadwellFund 2002
ChuckandBobbieChambersAdvisedTrust 1992
ChapmanFamilyFund 2010
LucyHanesChathamFund 1949
LucyHanesChathamLibraryFund 1951
RichardT.ChathamFund 1972
ThomasLenoirandAnnaHanesChathamFund 1998
GeraldandLeeAnnChriscoFamilyTrust 1998
RobertClarkFamilyFund 1997
PhillipM.Clifton,MDMemorialFundforChildren 2003
BrendaKulynychClineFund 1998
CloverStreetFund 2003
RonandJeffCoppageCancerFund 1999
A.RobertCordellFamilyTrust 1998
JoanR.andDavidL.CotterillAdvisedTrust 1994
CredenceFund 1997
BillandBettyGrayDavisFund 2000
JohnandTerrieDavisFamilyFund 1999
DeForestFamilyFund 2003
AshleyHollandDozierCharitableFund 1998
DriscollFamilyFund 1997
JosephB.andMaryM.DudleyAdvisedFund 1997
NancyW.DunnTrustforSpiritualDevelopment 1995
MignonDurhamCharitableFund 1997
ChristopherRichardEaganFund 2002
EHIFund 2004
LynnandBarryEisenbergEndowedFund 1998
ElkinCommunityTrust 1993
C.B.EllerEducationFund 1987
GraceH.EmkenFund 1993
AnnandJohnFarisCommunityFund 2008
Finley-AndersonFund 1994
FiretreeFund 2008
RobertandCarolFordCharitableTrust 1996
Fries-WillinghamFund 2011
JamesA.andElizabethK.FyockTrust 1999
GaddyEducatorFund 2010
Dr.KennethR.Gallup,Jr.FamilyCharitableFund 1996
ThadW.,MildredB.andKathrynW.GarnerTrust 1998
GenesisFund 2007
GladeValleySchoolFund 1988
AnnieBennettGlennFund 2010
MadlonandKirkGlennFamilyFund 2010
AliceO’KelleyGoodsonandWilliamA.Goodson,Jr.1991FamilyTrust
AliceJaneGoodsonFund 2011
WilliamA.andGeorgiaH.GoodsonFund 1968
LouisandMarciaGottliebFamilyFund 1996
MargaretN.GrahamArtFund 1942
DONOR-ADVISED FUNDS
NEW FUNDS IN 2012
FUND YEAR
ENDOWEDFUNDS
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 4 3 ]
BernardandAnneHowellGrayAdvisedFund1998fortheCommunity
GreenAngelFund 1997
J.T.Greene,Jr.CharitableTrust 1995
EmilyGrousbeckFund 1988
HanesFamilyDowntownFund 2003
R.PhilipandCharlotteM.HanesCommunityTrust 1988
HarrisonFamilyFund 2001
SamandKathrynHauserFund 2005
ThomasineHerringHayesFund 2009
L.StephenHendrixFund 2001
EmilyMillisHiattFund 2010
JudithHootsFamilyFund 2005
B.F.HuntleyandJosephineHuntleyTrust 1997
DavidA.andRobertaW.IrvinFund 2000
JanewayFamilyFund 1996
W.T.andMaryCobbJenkinsFamilyFund 2005
BillJohnsonTrusttoBenefitStokesCounty 1999
FlorindaC.JohnsonCharitableFund 2005
GarlandJohnsonFundfortheBenefitofElkin2001PublicLibrary
J.MichaelJohnstonMemorialFund 1996
JonesFamilyFund 2006
LeonandReneeKaplanFund 1999
DaleandMaryKingFund 2004
L.AndrewKomanandLeighE.KomanFund 1999
ThomasJ.andLynneKoontzCharitableTrust 1996
A.ThadandMargaretW.LewallenAdvisedTrust 1994
A.J.LinvilleMemorialFund 2006
LippardTraumaticBrainInjury(TBI)Fund 2011
LowyFamilyFund 1997
LydiaPhillipsMcCabeAdvisedFund 1997
McGowenCharitableFund 1996
McGuirtFamilyFund 1996
J.FrankandLauraTurnageMcNairCharitableTrust 1996
WilliamandKimMeansCharitableFund 1996
MedlinCharitableFund 1994
JohnandKellyMerrittFamilyCharitableTrust 2007
HenryS.MillerAdvisedFund 2005
MollyMillisHedgecockFund 2010
JamesandDeborahMillis,Jr.Fund 2009
Dr.JohnH.andElizabethB.MonroeFund 2002
ElsieL.MorrisFund 1999
MorganFamilyCharitableTrust 2010
GeneandMargaretMotsingerFamilyFund 2006
MilandMarshNaugleFund 1999
NealFamilyFund 2001
LucianandRobieNealFund 2002
StephenL.NealAdvisedFund 1997
T.DavidNeillFamilyFund 1998
O’BrienFamilyFund 2005
SamC.Ogburn,Sr.andMaryCeileF.OgburnFund 2007
OrrFamilyCharitableTrust 1999
KatherineW.OtterbourgFund 2003
BarbaraandC.T.OverbyYouthGolfFund 2006
MarleneandCravenPageTrust 1997
DwightE.andAnnieE.PardueAdvisedFund 2004
HarryO.andMargaretW.ParkerFamilyTrust 2006
NathanE.andLisaJ.ParrishAdvisedFund 2007
EugeneandAnnPascholdFund 1996
BobPateMemorialFund 1987
PaulineDavisPerryFund 1996
L.GordonandJuneD.Pfefferkorn,Jr.Trust 1993
L.Gordon,Jr.andJuneD.PfefferkornTrust-2 1999
SteveandCarolynPhelpsFund 2011
PiedmontFederalFund 1993
RuthM.andCliftonE.PleasantsTrust 1990
MichaelJ.PollakTrust 1995
AshburnWrightWallPollockCharitableTrust 1994
FrancesandStevePorterFamilyFund 2010
BillyD.andDeborahPrimDonorAdvisedFund 2004
GladysCainPulliamandGradyR.Pulliam,Jr.Fund 2007
Realty-AnalytixTriadStewardshipFund 2009
DavidandDeborahRiceFund 1995
RoaringGapCommunityFundEndowment 2010
RoaringGapFundEducationEndowment 2011
T.WayneRobertsonMemorialFund 1998
RoslynTrust 2000
RubinFamilyFund 2000
TomandKathyRuckerCharitableTrust 2000
GuyandLizRudisillFund 1993
BenjaminandAvonRuffinFamilyFund 2007
JackandBettyRunnionFund 1996
PearlandRaySamsFamilyTrust 2000
PhoebeB.andWilliamM.Satterwhite,Jr.Fund 2005
DanielandLindaSayersCharitableFund 1996
MargaretScalesandGraydonPleasantsEndowment 2007
AndrewJ.andEllenN.SchindlerAdvisedFund 2004
AdrianR.andRobertD.ShoreTrust 1999
SKMCharitableFund 2004
KatieSleapMemorialFund 2005
ZachSmithFund 2009
F.ConardandJeanSnyderFund 2005
MorrisandLillianSosnikMemorialFund 1987
JonathanMarkSpaughMemorialCharitableFund 2010
WilliamA.andEleanorW.StarbuckAdvisedFund 2010
WilliamA.andEleanorW.StarbuckCharitableFund 2010
RufusT.StedmanMemorialFund 1931
NealieBelkStevensFund 1962
RichardandWendelStocktonFund 1997
JaniceKulynychStoryFund 1998
CharlesV.TaftFamilyCharitableTrust 1995
JohnA.andMargueriteB.TaylorFund 1986
Thompson/RotaryClubofWinston-Salem1950EducationalFund
ThorntonFamilyFund 2001
TuttleFamilyCharitableFund 2005
HarryandNancyUnderwoodAdvisedTrust 1994
MargaretM.UrquhartAdvisedFund 2001
CarolynH.VaughnFund 1997
WakeForestBaptistChurchFund 1992
WallFamilyTrust 2002
MaytriceWaltonFund 2010
WardFamilyAdvisedTrust 1995
SharonL.Washington-McBrydeMemorialFund 2005
BillandJudyWatsonFundfortheArts 2011
JeanandPhilWaughFamilyTrust 2001
EdwardKentWelchMemorialFund 2005
A.T.WilliamsOilCompanyFund 1988
A.TabWilliams,Jr.CrimePreventionFund 1996
FUND YEAR
Donor-Advised Funds, continued
[ 4 4 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
A.TabWilliams,Jr.PublicEducationFund 1996
CatherineR.WilliamsFamilyFund 2003
JohnW.andDonnaH.WillinghamAdvisedFund 2006
DianaDyerWilsonEndowmentFund 1971
JaneButlerandJ.D.WilsonFamilyTrust 1983
PaulaWimmerMemorialFund 2006
AnnKingWindhamFund 2004
Winston-SalemDashBaseballCommunityTrust 1999
Winston-Salem/ForsythCountyEconomic1985DevelopmentFund
Winston-SalemForsythCountyExcellencein1982EducationEndowmentFund
Winston-SalemPoliceBenefitFund 1980
Winston-SalemRegionalAssociationofREALTORS2005CharitableFund
Winston-SalemTwinCityHostLionsClub1999EndowmentFund
WolfeFamilyFund 2000
Woman’sClubofWinston-Salem 1935
Women’sFundEndowment 2007
RickandLynWorfFund 1998
ElizabethL.WyethFund 1998
BryanD.andJoAnnM.YatesFund 2008
LynnandJeffYoungCharitableFund 2010
YasserandGeorgiaYoussefFamilyTrust 2008
YouthPhilanthropyInitiative 2004
BlancheRaperZimmermanFund 1986
Donor-Advised Funds, continued
FUND YEAR
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 4 5 ]
DESIGNATEDANDAGENCY ENDOWMENT FUNDS
FlorenceCorpeningYWCAMissionFund EstablishedbytheYWCAtohonorFlorenceCorpeninguponherretirement
AthaleneCouchFund Establishedwiththeremainderofacharitabletrusttobenefitdesignatedcharities
VirginiaScullyHartMemorialFund EstablishedinmemoryofVirginiaHartbyherdaughterstosupporttheElkinPublicLibrary
JohnsonLegacyFundforArt EstablishedbyJoiaM.JohnsontosupportscholarshipsforstudentsstudyingatPenlandSchoolofCrafts,Inc.
DESIGNATED 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.
LouiseandSamAdamsDesignatedFund 2005
JoyceAdgerEndowmentforBethesdaCenter 2009
EmilyAllenWildflowerPreserveProtection 2001andManagementEndowment
CelesteTuckerAlspaughMemorialTrust 1964
JohnWesleyAlspaughandCelesteTucker 1964AlspaughMemorialTrust–Children’sHome
AmericanRedCross(NorthwestNorthCarolina 1997Chapter)EndowmentFund
AmosCottage–HarryO.ParkerWingFund 2004
ArtsCouncilEndowmentFund 1957
ArtsforLifeEndowment 2008
AshburnTrust–BoweryMissionand 1970YoungMen’sHome
AshburnTrust–WorldVision 1970
AssociatedCharitiesFund 1928
SarahAustinChildDevelopmentCenterTrust 1995
SarahAustinFamilyServicesShelterTrust 1991
MaryRuthB.BarrettFund 2006
CelestinePateBassMemorialHospiceFund 2007
MarshallBBassBestChoiceCenter 1997EndowmentFund
MarshallBBassFundforSeniorServices 2008
MarshallBandCelestineP.BassEndowment 2008forSt.Anne’sEpiscopalChurchChildCareCenter
BillandHallieBeckerditeTrustFund 2010
NathalieL.BernardFund 1963
BigBrothers/BigSistersServices,Inc.Endowment 1996
MaryLeightBooeFund 1989
DanielandJoAnnBoucherIndustriesforthe 2004BlindEndowment
GertrudeandMorrisBrennerFund 1993
HalBrownfieldEndowment 2007
BuenaVistaMedianRestorationEndowment 2011
NickBunceFriendshipFund 2002
BryonTylerBurdickMemorialFund 1989
BessLeeBurkeMemorialFund 2003
AlbertL.Butler,Jr.andElizabethBahnsonButlerFund 2011
HughE.Bynum,Jr.andElizabethH.Bynum 2000MemorialFund-Designated
CalvaryBaptistChurchFund 1998
CampCivitanFund 1986
WilliamJoyceCampDogwoodEndowment 1995
DorothyM.CarpenterFund 2008
CarrFamilyFund–Designated 2006
TheCentersforExceptionalChildrenEndowment 2010
CentenaryUnitedMethodistChurch 1927SundaySchoolFund
PerryB.ClarkMemorialFundof 1987LeadershipWinston-Salem
A.F.ClementTrust–Designated 2011
JoelandBlancheClingmanCharitableTrust 2009
CommunityCareCenterforForsythCounty,Inc. 2007Endowment
CommunityMarrowDonorProgram,Inc.– 2000ForsythCountyAreaEndowment
NottieRiddleCookFund 1986
PlannedParenthoodDewittCordell 1987EducationEndowment
CrimestoppersEndowmentFund 1992
CrisisControlMinistry,Inc.EndowmentFund 1987
CrosbyEndowmentFund 1987
CrosbyScholarsEndowmentFund 2008
SeldenCundiffMemorialTrustfortheEndowment 2002ofHollyHavencarehomeofAIDSCareService,Inc.
BunnyandBillDavisHighlandScoutingFund 2000
ElkinPublicLibraryEndowment 2011
EnrichmentCenterEndowment 2006
AlexC.EwingNorthCarolinaSchooloftheArts 1999CampusFund
JohnH.Felts,M.D.Fund 2000
ForsythJailandPrisonMinistriesEndowment 2002
ForsythCountyDentalSocietyEndowment 2010
FriendshipForceofCentralNorthCarolinaFund 1987
GuyR.andFlorenceM.FulpCharitableTrust 2000
GallowayMemorialEpiscopalChurchEndowment 2009
GermantonUnitedMethodistChurchFund 2005
J.KirkGlennJr.Endowmentfor 2008CrisisControlMinistry
GoodwillIndustriesofNWNC,Inc.Endowment 1997
William(Billy)andMaggieGordonMemorialFund 1998forHawPondChurchofChrist
NEW FUNDS IN 2012 PURPOSE
FUND YEAR
ENDOWEDFUNDS
[ 4 6 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
Unrestricted and Field of Interest Funds – continued on next page
GraceCourtTrust 1996
BowmanandGordonGrayTrust 1970
BowmanGrayTrust– 1970BowmanGraySchoolofMedicine
GordonGrayTrust– 1982BowmanGraySchoolofMedicine
JamesA.GrayEndowment 1946
JamesA.GrayForeignMissionFund 1948
GroupHomesofForsyth,Inc.Endowment 1993
HabitatforHumanityofForsythCounty 1999EndowmentFund–II
Mr.andMrs.F.BordenHanes,Jr.DesignatedTrust 2010
GordonHanesMemorialEndowmentfor 1995CrisisControlMinistry
JacobF.HanesFundforTheChildren’sHome 1935
JacobF.HanesFundforSuperannuated 1935MethodistMinisters
JoanH.HanesFund 1983
LewisLeeandSuzanneEllisHawleyMemorialFund 2008
CharlesE.andPaulineL.HayworthFund 1994
ThomasK.Hearn,Jr.–LeadershipWinston-Salem 2010Scholarship
HendersonEndowmentforGallowayMemorial 2010EpiscopalChurch
AdaHillandJesseDavisPowersFund 2005
MaryHillHabitatforHumanityFund 1996
LawrenceandWildaHineCharitableFund 2011
WilliamD.andJaneF.HobbsRector’s 2008DiscretionaryFundofSt.Paul’sEpiscopalChurch
JamesE.,Jr.andBettyJonesHolmesFund 1999
LawrenceByerlyHolt,MDMemorialFund 1988
RaymondB.Hooker,Jr.Fund–Designated 2000
HopeTrustofCrisisControlMinistry 1995
JudithandMarbryHopkinsEndowment 1996
LouiseS.HunterFund 2004
InstituteforDismantlingRacismEndowment 2009
ViolaandDwightJacksonMemorialFund 1999
EllaMaeJohnsonFund 1994
JohnsonFamilyCemeteryTrustFund 1999
JimmyJohnsonMemorialFund 2005
JunePorterJohnsonFundforSalemAcademy 2006andCollege
TreyJonesPhilmontScholarshipFund 2007
JuniorLeagueofWinston-SalemEndowmentFund 1998
PeterR.KelloggFundofRiverwoodTherapeutic 2006RidingCenter
JaneR.KennedyEndowmentFund 1989
LouisandGretchenKlaffTrust-Designated 2010
PetroKulynych/BlueRidgeParkway 2003FoundationEndowment
JohnW.LandinghamFund 2009
PeggyBowenLeightFund 2001
MaintenanceTrustforLewisvilleUnited 1998MethodistChurch
LittleTheatreEndowmentFund 1996
LloydPresbyterianChurchFund 2001
ReginaDerwinLoflandFund 2009
EliseAnnLongMemorialFund 1995
Love’sUMCCapitalNeedsFund 2008
Love’sUnitedMethodistChurchMemorialFund 2008
JenniferLowy-DockFund 1997
LowyFund–Shepherd’sCenter 2000
AnneandBillMagnessMeals-on-WheelsFund 2008
G.L.MillsapsMemorialTrust 2000
J.WilliamMoirCharitableTrust 2006
MontagueScholarshipMedalFund 1939
WilliamG.Montgomery,MDFundfor 1995SeniorServices
NationalTrustforHistoricPreservationinthe 1981UnitedStates
NorthCarolinaAcademyofPhysicianAssistants 1992Endowment
GeorgeS.NorfleetBibleFund 1932
ElizabethC.andRalphB.OgburnFund 1984
OldHickoryCouncil/CampRavenKnobEndowment 1989
OldHickoryCouncilEndowmentFund 1997
HarryO.andMargaretW.ParkerOphthalmology 2004ResearchFund
MargaretW.ParkerFundforAmosCottage– 2004Discretionary
MargaretW.ParkerFundforAmosCottage– 2004Operations
MargaretW.Parker–RonaldMcDonaldHouseof 1998Winston-SalemEndowmentFund
OtisB.andGenevieveW.ParrishEndowmentFundII 1992
OuterBanksReliefFoundationFund 2011
MaryA.PayneCharitableFund 2009
LucyPaynterFund 2005
PeaceHavenBaptistChurchofWinston-Salem 2010Endowment
FredTaylorPedenTrustofSt.Paul’sWilkesboro 2001
PenlandEndowmentforArtEducation 2010
PenlandSchoolofCraftsFund 1983
FrancisD.andFannieByrdSmithPepper,Sr.Fund 1997
FrancisD.andPhyllisCanupPepper,Jr.Fund 1997
LouiseA.PetersonTrust 2002
PfafftownJayceesDesignatedFund 2005
PiedmontOperaEndowmentFund 1987
KerrandNaomiPinnixDesignatedFund 2006
PinedaleChristianChurchFund 1997
JuliaDavisPollardMemorialFund 1969
OrphaMarieLeonardPopeFund 1986
RichardandBarbaraPopeTrust 1998
LarristonHillPowersMemorialFund 2005
PreservationNorthCarolina–Winston-Salem 1997RegionalOfficeEndowmentFund
KennethO.RaschkeLiteracyInitiativeTrust 1996
MaryNeilHendersonRiceDesignatedFund 2010
StephenG.RicheyMemorialFund 1986
WoodRichmondMemorialFund 1960
GoldingH.RiddleFund 1953
GoldingH.RiddleSt.Paul’sEpiscopalChurchFund 2001
RightTurnsforYouthEndowment 2003
JimmyRoddickFund 2010
RonaldMcDonaldHouseofWinston-Salem,Inc. 1985EndowmentFund
LorraineFlyntRudolphEndowmentFund 2004
St.Paul’sEpiscopalChurchEndowment 1946
St.Paul’sEpiscopalChurchMissionFund 1950
St.Paul’sWilkesboroEndowmentFund 2001
St.Philip’sEpiscopalChurchFund 1953
St.StephensEpiscopalChurchEndowment 1997
SamaritanMinistriesEndowmentFund 2001
SawtoothSchoolforVisualArtEndowment 1996
SawtoothSchoolforVisualArtScholarshipFund 1996
SecondHarvestFoodBankofNorthwest 1997NorthCarolinaFund
SeniorServices,Inc.Endowment 1994
R.Y.andEileenSharpeFund 1983
JamesReynoldsSheffield,Sr.and 1995JamesReynoldsSheffield,Jr.Trust
Shepherd’sCenterofGreaterWinston-Salem 2005EndowmentTrust
IrvingandMinnieSheppardMemorialFund 1999
FUND YEAR
Designated and Agency Endowment Funds, continued
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 4 7 ]
SloanS.SherrillFund 1978
RichardEdmundShoreMemorialFund 2003
SiloamBaptistChurchEndowmentFund 1997
PaulandSaraSinalFund 1997
FrancesHorneSmithandHowardH.Smith 1968MemorialFund
GilbertW.andGailS.SpencerFund 2008
SprinkleMissionFund 1982
StaffordFundforBunkerHillCementery 2011
PearlFieldsStaffordFundforSalemAcademy 2011
LucyL.StedmanMemorialFund 1931
RuthStevensonStewardshipEndowment 2004
RalphandPeggyStocktonArborAcresFund 2006
SturmerSpayandNeuterFund 1993
SummitSchoolEndowmentFund 1959
RobertE.TaylorMemorialFund 1995
WilliamMillsandMargaretParksTaylorFund 2007
TowerFund 2008
TrinityCenterEndowmentFund 2000
BynumE.TudorFundforReynoldaHouseMuseum 2001ofAmericanArt
UnitarianUniversalistFellowshipEndowment 2002
UnitedWayCaringSharesEndowment 1990
UnitedWayJoelA.Weston,Jr. 1988MemorialEndowment
ForrestandGeneVoglerArtsEndowment 2008
H.andE.VoglerFund 1978
VoluntaryActionCenterTrainingEndowmentFund 1986
SpencerandNellWaggonerCharitableFund– 2005Designated
JohnandPaulineHootsWallerTrust 1999
InaB.WatsonTrust 2000
WilkesLibraryEndowment 2001
WilkesPlaymakersInc.Endowment 2007
Mr.andMrs.A.TabWilliams,Jr.Fund 1998
A.T.Williams,Jr.FamilyFundforSt.Paul’s 1993EpiscopalChurch
A.TabWilliams,Jr.Fundforthe 1996SalvationArmyofWinston-Salem
A.TabWilliams,Jr.St.Paul’sBuildingFund 2007
LuTelleSherrillWilliamsFund 1986
WillowandWoodyMemorialTrustforthe 2001RiverwoodTherapeuticRidingCenter
DianaDyerWilsonOrganMaintenanceFund 1993
Winston-SalemCivitanFund 2009
Winston-SalemDeltaFineArts,Inc. 1995EndowmentFund
Winston-SalemNationalLittleLeagueEndowment 2000
Winston-SalemPiedmontTriadSymphony 1999HeritageFund
Winston-SalemSymphonyChairEndowmentFund 1971
DorothyE.WolfCharitableFund 2010
WolfeFamilyCharitableFund 1996
Wolfe-SteeleYoungLifeTrust 1996
JaneGilbertWombleFund 2010
WilliamF.andJaneGilbertWombleFundfor 2010ArborAcres
WilliamF.andJaneGilbertWombleFundfor 2010SeniorServices
WorldLawFund 1994
BlandandAdaWorley/BlueRidgeParkway 1999FoundationTrust
HalG.WorleyEndowmentFund 2011
ChrisYarboroughMemorialSawtoothCenter 1998LibraryTrust
YMCAofGreaterWinston-SalemHeritageClub 1995Endowment
SpecialChildren’sSchool–JacquelineStyers 2001YoungFund
FUND YEAR
Designated and Agency Endowment Funds, continued
[ 4 8 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
SINCE 1923 THE FOUNDATION’S STUDENT AID FUNDShave 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.
STUDENT AID FUNDS
AzaleeClementsMemorialScholarship Establishedbyherson,MichaelClements,andwithmemorialsfromfamilyandfriendsofAzaleeClementstoprovidescholarshipstograduatinghighschoolseniorswhoattendChristChurchinBronx,NY
DenverLindley,Jr.ArtsScholarshipFund EstablishedasascholarshipfundforvisualartsstudentsfromDareCounty,NC
DouglasN.MarletteMemorialScholarshipFund EstablishedwithmemorialgiftsfromfriendsandfamilytosupportscholarshipsforstudentsattendingtheUNCSchoolofJournalismandMassCommunication
AlbertMorgan,Jr.andOliviaE.MorganScholarship EstablishedbyOliviaMorgantoprovidescholarshipsforgraduatinghighschoolseniorsplanningtoattendLivingstoneCollege,Winston-SalemStateUniversity,orNCAgricultural&TechnicalStateUniversity,andpursuingcareersinthefieldsofeducationorhospitality
HarryC.MorganMemorialScholarship EstablishedbyDavidR.Morganinmemoryofhisfathertoprovidescholarshipsforengineeringstudents
ClydeandMarthaAldridgeScholarship 2007
AnnieS.AlexanderMemorialScholarship 2009
KateAllredEducationGrant 2010
WilliamH.Andrews/HAWSScholarshipFund 1993
ZackH.BaconIVScholarship 2005
MarshallBBassEndowedScholarsProgramat2002Winston-SalemStateUniversity
MarshallBBassScholarsEndowmentProgramat2005ForsythTechnicalCommunityCollege
MarshallBBassScholarsEndowmentFundat2007LivingstoneCollege
MarshallBBassScholarsFundatVoorheesCollege 2004
F.A.andCharlotteBlountScholarship 2007
SamL.Booke,Sr.ScholarshipFund 1989
Boyles-EidsonScholarshipFund 2001
JeannaBrownMemorialScholarshipFund 1986
TienBuiMemorialScholarship 2007
BryonTylerBurdickMemorialFund 1989
WesBurtonMemorialScholarship 2005
CarverHighSchoolAlumniAssociationScholarship 2010
MarkCollierCaudillScholarship 2011
RayS.ChurchMemorialScholarshipFund 2006
A.F.ClementTrustforScholarships 2011
GwennStewardClementsScholarship 2009
ElmerandRosaLeeCollinsScholarship 2006
LloydE.andRachelS.CollinsScholarshipFund 2001
MaryRowenaCooperScholarshipFund 1991
RayandJackieCopeScholarshipFund 2005
D.C.CorneliusMemorialScholarshipFund 2004
SerenaD.DaltonScholarshipFund 1977
JosephE.DaviesScholarshipFund 2002
BunnyandBillDavisHighlandScholarshipFund 2000
OliverJoelandEllenPellDennyHealthcareScholarship 1985
JoyceandJimDickersonScholarshipFund 2000
DigestiveHealthSpecialistsScholarship 2010
WadeandMarceleneDuncanScholarshipFund 2004
BillyDwightMemorialScholarship 2011
EastForsythHighSchoolAlumniScholarship 2002
JamesM.andMaryP.EdwardsMemorialScholarship 2010
JamesL.EinsteinCollegeScholarshipFund 2009
MarleneMariePopeFlinchumScholarship 2001
ForsythCountyNursingScholarshipFund 1969
WilliamRagsdaleFroelichMemorialScholarship 2010
JoeE.Gaddy,Jr.andMargaretW.GaddyScholarship 1995
TheGardenClubCouncilofWinston-Salemand2004ForsythCountyScholarship
MatthewAlanGfellerMemorialScholarship 2009
ClaireTillsonGladdingScholarship 2010
JamesA.GrayHighSchoolAlumniScholarship 2002
JoshGrayMemorialScholarship 2010
RobinandDannyGreenspunMBAScholarship 2011
ClaudeB.HartMemorialScholarship 2004
WilliamT.HatchandMabelP.HatchScholarshipFund 1994
FredandMozelleL.HinshawScholarshipFund 1995
WalterR.HoagScholarshipFund 1990
FredColbyHobsonScholarshipFund 1994
BrevardR.Hoover,Jr.LeadershipAward 2007
I.W.HughesScholarshipFund 2008
SergeantMickeyHutchensLeadershipScholarship 2009
A.RuthHutchinsMemorialScholarship 2010
ElizabethLovingJamesMemorialScholarship 2007
JohnRussellJarmanScholarshipFund 1996
FloraRoyallJohnsonScholarshipFund 1996
StellaB.JohnsonScholarshipFund 1987
TrippJoyeMemorialScholarshipFund 2009
Kapp-WeaverScholarshipFund-GreensboroCollege 1997
NEW FUNDS IN 2012 PURPOSE
FUND YEAR
ENDOWEDFUNDS
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 4 9 ]
Kapp-WeaverScholarshipFund–R.J.ReynoldsHigh1997School
J.LeeKeiger,Jr.FamilyFund 1999
DouglasGrayKimelScholarshipFund 2007
JoyceKohfeldtEndowmentforCrosbyScholars 2011
LambethFamilyScholarship 2011
LawEnforcementBenefitFund 1993
LawEnforcementFamilyScholarshipFund 1994
LeinbachChain-BreakerScholarshipFund 1992
WilliamH.LesterPackagingandGraphicsScholarship1990Fund
JohnnyLineberryMemorialScholarshipFund 2008
L.D.andElsieLongMemorialScholarshipFund 1980
Love’sUnitedMethodistChurchScholarshipfor2008ChristianEducation
Love’sUnitedMethodistChurchScholarshipFund 2008
EdwinE.andGraceKimreyMaddreyScholarshipFund2003
MarySpeerMartinScholarshipTrust 1997
R.BruceMatthewsStudentAssistanceFund 2010
MarkJamesMendenhallMemorialScholarshipFund 2009
MillenniumCharterAcademyCollegeScholarship 2007
JuliaYokeleyMillerMemorialScholarshipFund 1983
N.W.Mitchell/PiedmontFederalEndowed2003ScholarshipFund
GrayW.MockFamilyScholarship 2005
ChesterArzellandHelenMillerMontgomery2007ScholarshipFund
PaulHolcombMurphyMemorialFund 1983
PaulHolcombMurphyMemorialFund–Invested1983Income
MurraySupplyCompanyScholarship 2006
MichaelNachmanScholarshipFund 1995
EmmaKappOgburnMemorialFund 1946
EmmaKappOgburnMemorialFund–InvestedIncome 1946
OrthopaedicSpecialistsoftheCarolinas’Nursing2002Scholarship
WillisH.OverbyScholarship 2010
JeannetteAndersonParkerMemorialScholarshipFund 2008
OtisB.andGenevieveW.ParrishScholarship 2010
AliceCongerPattersonScholarship 2007
WilliamH.andLenaM.PetreeTrust 1996
L.Gordon,Jr.andJuneD.PfefferkornScholarship 2004
L.Gordon,Jr.andJuneD.PfefferkornScholarship2004FundforForsythTechnicalCommunityCollege
PhiloABCMemorialScholarshipFund 2001
PfafftownJaycees/LynnCanadaMemorialScholarship2005Fund
DeanPrimScholarshipFund 1989
RobertG.ProngayMemorialScholarship 2001
PattyBrendleRedwayFund 1996
KateB.ReynoldsScholarshipFund 1979
R.J.ReynoldsHighSchoolClassof1968Memorial1998ScholarshipFund
JohnS.andJacquelineP.RiderScholarship 2004
EvelynRippleWinston-SalemBetaSigmaPhi1996ScholarshipFund
Dr.EugeneRossitch,Jr.MemorialScholarshipFund 1998
SamuelK.RowlandTrust 1928
SalemLodge#139/RobertA.MillerMemorial 2011Scholarship
RayandPearlSamsScholarshipFund 1999
SamuelGriffinSeawellandPatsyMooreSeawell2008MemorialFund
RoyEugeneandCollieByrdSebastianMemorial1997ScholarshipFund
SharpeStudentLoanFund 1981
BruceSheltonScholarshipFund 1991
ThomasE.Shown,MDScholarshipFund 2006
JonathanLaRonSkinnerMemorialScholarship 2010
AnnLewallenSpencerScholarshipFund 1995
StultzScholarshipFund 1982
SummitSchoolOpportunityFund 2006
VirginiaElizabethandAlmaVaneTaylorNursing1966Scholarship
BillandCynthiaTessienScholarship 2011
JeffTurner-ForsythAudubonScholarshipFund 2005
NellandSpencerWaggonerScholarshipFund 2005
ArtandDannieWeberScholarship 2007
ArtandDannieWeberFundforForsythTechnical2007CommunityCollege
ErmaDrumWebsterFund 1996
A.T.WilliamsOilCompanyFundII-H.FrankSteelman2001Scholarship
A.T.WilliamsOilCompanyScholarshipFund 1998
A.TabWilliams,Jr.ScholarshipFund 2003
ElizabethT.WilliamsMemorialScholarship 1999
EdwinH.andLouiseN.WilliamsonEndowed2007Scholarship
TheWinston-SalemFoundationStudentLoanFund 1947
Winston-SalemHospitalsConsortiumNursing1981StudentLoanFund
EricaWolfeMemorialScholarshipFund 1998
WoodbineBigDreamsScholarship 2011
YadkinCountyAssociationofEducators(YCAE)1985ScholarshipFund
MarcusRaperZimmermanScholarshipFund1983
FUND YEAR
Student Aid Funds, continued
[ 5 0 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
SCHOLARSHIP AND EDUCATION GRANTTHE WINSTON-SALEM FOUNDATION
THE WINSTON-SALEM FOUNDATION SCHOLARSHIP AND EDUCATION GRANT, established in 2008, provides scholarships to Forsyth County students as they pursue post-secondary education. Recipients must demonstrate outstanding leadership, school service, and community
involvement and should exemplify the Foundation’s core values of generosity, inclusion, integrity, and excellence.
The Foundation greatly appreciates the previously established student aid funds listed below that were combined to provide the initial funding for The Winston-Salem Foundation Scholarship and Education Grant. Contributions to the fund from the public are also welcomed as we seek to make our community stronger through the higher education of our youth.
GuyJ.Bridges,Jr.EducationalFund 2006
LeoCaldwellMemorialStudentLoanFund 1923
StanleyMichaelElrodScholarshipFund 2004
EmergencyLoanFund 1937
JohnL.GilmerStudentLoanFund 1947
JohnGoldMemorialFund 1976
AnnaHodginsHanesStudentLoanFund 1926
StanleyD.HartgroveMemorialScholarshipFund 1997
KeithJacksonMemorialFund 1976
AndrewLaneMemorialScholarship 2006
LasaterStudentLoanFund 1927
RachelTolsonLawMemorialScholarshipFund 2008
RickyDouglasMitchellScholarshipFund 2009
NorfleetMemorialFund 1976
LucySimmonsPuryearMemorialScholarshipFund 1994
W.N.ReynoldsStudentLoanFund 1931
M.D.StocktonEducationFund 1927
N.D.SullivanCharitableTrust 1971
GeorgeB.WhitakerMemorialStudentLoanFund 1927
Mr.andMrs.DavidFriedman
Mr.andMrs.J.CarltonDeaton
DaneandGretchenMartin
Ms.SaraFox
COMPONENT FUND YEAR
DONORS IN 2012
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 5 1 ]
AEGFund
WilbaParrishBradyAdvisedFund
BruceT.andSusanB.BrownCharitableFund
CharlesA.andSallyP.CorpeningFamilyFund
Deem/TurnerCharitableFund
RobinandChristopherDeVaneAdvisedFund
Dr.CharlesH.andCarolynG.DuckettFund
BobandGayleEdwardsAdvisedFund
GeraldandLeeEvansFamilyFund
AlexanderC.EwingAdvisedFund
BobbyandBettyFaulknerFund
SusieandJohnGatesCharitableFund
GrosswaldFamilyCharitableFund
S.W.HarjesFund
H&RHoughFund
JMJCommunityInvestmentFund
PeterandKarenJohnsonAdvisedFund
LindsayFamilyFund
LudyMarieFund
WilliamL.andMonicaE.McSwainAdvisedFund
JamesH.Millis,Jr.FundforHighPoint
JamesH.Millis,Jr.Fund–Unrestricted
LeighThurstonMyersCharitableFund
RobertandMelanieNiblockCharitableFund
TomandMarilynNicholsonFund
NovantCommunityBenefitFund(Plyler)
NovantCommunityBenefitFund(Lyles)
NovantCommunityBenefitFund(Murphy)
NovantCommunityBenefitFund(Stone)
PrinceWilliamCommunityBenefitFund(Dailey)
PrinceWilliamCommunityBenefitFund(Danziger)
PrinceWilliamCommunityBenefitFund(Grzejka)
PrinceWilliamCommunityBenefitFund(Parr)
PurcellFamilyFund
PWBHealthyLifestyleFund
FrederickP.andGerriiS.SpachFund
StanleyFamilySuccessFund
Strother-MayerFund
VirginiaandJimSuttonAdvisedFund
CharlesTinsleyFund
DebbieS.WestbrookAdvisedFund
CynthiaWilliamsAdvisedFund
WilsonFamilyFund
WombleCarlyleFund
NON-ENDOWED ADVISED FUNDS allow donors to make grant recommendations from the principal of their fund. Because of the simplicity and efficiency of these funds, many donors use them for annual charitable giving purposes.
NON-ENDOWEDADVISED FUNDS
TomandJeanAdamsFund
DavidandLizAlbertsonFund
HannahAlbertsonFund
MarthaAlbertsonFund
ElmsandHarrietAllenAdvisedFund
GayleAnderson/CareyHedgpethFund
Dr.StephenG.andCynthiaAndersonAdvisedFund
Mr.andMrs.JamesN.AndrewsFund
ARCFund
MarieandGuyArcuriFamilyFund
DouglasD.ArnoldandLynnE.CalhounAdvisedFund
DanandMargaretAustellFund
Dr.KhosrowBahraniAdvisedFund
CharlesS.andBethD.BaldwinAdvisedFund
PamandBillBallAdvisedFund
R.BarrettFamilyFund
MarshallBandCelestineP.BassNon-EndowedAdvisedFund
MichaelandJulieBaughanFund
BillandLouiseBazemoreFund
EdwardS.andBarbaraT.BeasonAdvisedFund
StewartandTraceyBeasonCharitableFund
RanletS.andFrankM.Bell,Jr.AdvisedFund
Mr.andMrs.GrahamF.BennettAdvisedFund
BentleyFund
BillBentonNon-EndowedFund
DeborahL.BestAdvisedFund
Mr.andMrs.H.LeeBettisAdvisedFund
FrankL.BlumFund
PaulBreitbachFund
BrendleAdvisedFund
FeliceandRichardA.BrennerFund
MikeandWendyBrennerCharitableFund
JamesT.andBettyS.BrewerFund
BridgefordCharityFund
MichaelBrittFamilyFund
BrookfieldFund
GraceandJimmyBroughtonFund
HenriettaDibrellBrownAdvisedFund
KentonandAmyBrownFund
KirbyC.BrownFund
PattyandMalcolmBrownFund
RodneyC.andMarthaR.BrownFund
CallahanFamilyFund
CanaryFund
AngelaandWilliamCarrAdvisedFund
NEW FUNDS IN 2012
NON-ENDOWEDFUNDS
[ 5 2 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
SusanCobbCarsonAdvisedFund
ThomasA.andKayB.CarterAdvisedFund
DavidandDeborahCasselsFund
Mr.andMrs.ThomasH.CaudleAdvisedFund
CavanaughFund
SteveandTonyaCavanaughHopeFund
HobartandAdelaideW.CawoodFund
ChuckandBobbieChambersAdvisedFund
DudleyC.andWinborneS.ChandlerFund
BarbaraF.ChathamAdvisedFund
JerryandBrendaCheekCharitableFund
ChristopherFund
NickandJenniferChryssonAdvisedFund
JeffT.andRenéF.ClarkAdvisedFund
PerryandKelliClarkCharitableFund
GwennS.andMichaelL.ClementsAdvisedFund
D.ElwoodandHelenH.ClinardFund
KirtanCoanandAlGreeneAdvisedFund
SophiaCodyAdvisedFund
RobertF.CoilAdvisedFund
GaryW.andVirginiaF.ColeAdvisedFund
DavidandCaroleCollinsFund
TeresaL.ConradFund
BarryandDottieCookFund
HarryCorpeningFund
JamesandBarbaraCorriganAdvisedFund
Dr.andMrs.RobertJ.CowanAdvisedFund
NancyandScottCramerAdvisedFund
CravenFamilyFund
JaneandPennCraverAdvisedFund
Mrs.ElizabethW.CrockettAdvisedFund
O.K.CrouchFamilyFund
RickandSaraCrowderCharitableFund
GraceL.CullinanAdvisedFund
JuliaC.CullinanAdvisedFund
WalkerM.CullinanAdvisedFund
S.G.DaleFund
BillandBettyGrayDavisAdvisedFund
Mr.andMrs.ThomasH.Davis,Jr.AdvisedFund
RichardandMaryDeanFamilyFund
DeatonFamilyAdvisedFund
LouisNelsonDibrellIIIFamilyFund
PatriciaAnnRudolphDixsonAdvisedFund
KayandDanDonahueFund
Mr.andMrs.JamesW.DouglasAdvisedFund
Mr.andMrs.ThomasS.DouglasIIIAdvisedFund
AshleyH.andGrahamP.DozierAdvisedFund
DaleE.andLuciH.DriscollAdvisedFund
NoelLeeDunnAdvisedFund
EaganBrothersLLCFund
DavidC.EaganFund
MaryM.EaganFund
RobertandAmyEglestonAdvisedFund
EisenbergFamilyAdvisedFund
JerryandJanetEnosFund
GeraldandAnnEschDonorAdvisedFund
LisbethC.EvansandJamesT.LambieAdvisedFund
FalkenFamilyFund
DonnaandMichaelFinaAdvisedFund
GaryG.andDianaB.FlemingFund
GaryFlowerAdvisedFund
RepresentativeDaleandSynthiaFolwellFamilyFund
ForsythMedicalCenterCommunityBenefitFund(Thomas)
T.VernonandJenniferK.FosterFund
AliceM.Foster-FickenFund
CecilandHenriettaFousheeAdvisedFund
SheilaF.andJohnC.FoxFund
AliceDibrellFreemanFamilyFund
BoandJennyFultonCharitableFund
NellaP.FultonAdvisedFund
PaulFultonNon-EndowedAdvisedFund
CamilleandJimGalloway,Jr.AdvisedFund
Dr.KennethR.Gallup,Jr.AdvisedFund
CarolineGambleCharitableFund
HaroldandPatriciaGarnerDonorAdvisedFund
JohnandLindaGarrouAdvisedFund
GfellerFamilyFund
JimandMaryAliceGibbsAdvisedFund
JohnMunroandFlavelMcMichaelGodfreyAdvisedFund
TedandJuliaAnnGoinsAdvisedFund
TonyandViGoldingFund
JudyS.andWilliamA.Goodson,IIIAdvisedFund
ThomasO.andLeesaL.GoodsonAdvisedFund
WilliamA.andGeorgiaH.GoodsonFund/GoodsonAdvised
WilliamA.andGeorgiaH.GoodsonFund/SaundersAdvised
KathrynHanesSnowAdvisedFund
C.BoydenGrayAdvisedFund
HunterGrayAdvisedFund
AlfaandGerryGunzenhauserNon-EndowedAdvisedFund
CarlotaG.HaberkernFund
HallFamilyFund
MarthaS.HancockandJamesA.Hancock,Jr.AdvisedFund
KelleyandDrewHancockAdvisedFund
HandsandFeetFund
AnnS.andF.BordenHanes,Jr.AdvisedFund
HelenC.HanesFund
JimHanesFund
MarcusHanesFund
RobinM.HanesFund
KathyandJimHardisonAdvisedFund
RobertB.andLisaB.HarrellNon-EndowedAdvisedFund
JohnandAnneHarrisonAdvisedFund
HashAdvisedFund
LindaAdairHatcherMemorialFundforEatingDisorders
CharlesH.andSusanR.HauserAdvisedFund
DickandKarenHedrickAdvisedFund
Dr.EugeneHeiseAdvisedFund
EdnaandJeffHelmsFund
JayandJaneHelveyAdvisedFund
TommyL.andPatriciaB.HickmanFamilyFund
PageDanielHillFund
DorisandWilliamHohmanNon-EndowedAdvisedFund
JulieHollandCharitableFund
JamesE.Holmes,Jr.andBettyJ.HolmesFund
HomebuildersAssociationofWinston-SalemCharitableFund
BobandGwynnHooksFund
HopeForTheHopeless–SpencerMeyerFoundationFund
MarkandBetsyHoppeFamilyFund
WavaHowardRunnymedeBeautificationFund
EricN.HoyleAdvisedFund
RobertC.andCatherineC.HuberAdvisedFund
TomandLuciaHughesFamilyFund
JohnW.HuntAdvisedFund
HunterFamilyFund
FrankandMargaretHunterFund
Mr.andMrs.DavidA.IrvinAdvisedFund
JimandDianneIsemanCharitableFund
SusanCameron(Ivey)AdvisedFund
FrancisandAdeleJamesAdvisedFund
Non-Endowed Advised Funds, continued
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 5 3 ]
JarrahiFamilyAdvisedFund
JGAdvisedFund
ElizabethG.andStephenA.JohnsonCharitableFund
AnnandHalbertJonesCharitableFund
ChristopherandLucindaKellamJonesFund
MikeandBrookeJoyceFund
JSCGDonorAdvisedFund
PamandFredKahlAdvisedFund
DavidandRachelKatzerCharitableGiftFund
Mr.andMrs.WilliamB.Kay,Jr.AdvisedFund
SherryA.KellettFund
CharlieL.Kennedy,MDDonorAdvisedFund
RobertM.andMaryR.KerrAdvisedFund
NancyT.andRichardJ.KeshianFund
CorneliusVanstoryKingAdvisedFund
RobertW.andCandyE.KiserCharitableFund
EdithandBillKnottFund
D.JoyceKohfeldtFund
Mr.andMrs.HoraceRobinsonKornegay,Jr.AdvisedFund
PetroKulynychAdvisedFund
GilmourandNancyLakeAdvisedFund
LambethFamilyFund
SusanandGeorgeLautemannAdvisedFund
AnnetteM.LeightAdvisedFund
MargaretG.LeightAdvisedFund
MaryA.LeightAdvisedFund
KathyandMikeLewisFund
Lillie’sFriendsFoundationFund
LinebergerFamilyFund
Dr.A.StanleyandMaryMargaretLinkFund
GeorgeandSusanLittleAdvisedFund
ScottandMichelleLivengoodFund
MattandEmmieLongFund
FrankandKayLordAdvisedFund
DavidandLibbyLubinFund
GailLybrookAdvisedFund
JohnF.andAnnetteP.LynchFund
Dr.MarkP.MaierAdvisedFund
RichardA.andCarrieWallMalloyAdvisedFund
DeborahS.MarshallNon-EndowedAdvisedFund
Mr.andMrs.JamesE.MartinAdvisedFund
JanetandO.C.MartinIIIFund
Dr.RichardMarxAdvisedFund
MasichFamilyFund
DougandMaryAnneMaynardFund
DraneandBillMcCallAdvisedFund
ThomasP.andAnneB.McDowellFund
WalterMcDowellAdvisoryFund
SarahMurphyMcFarlandAdvisedFund
NancyDavisMcGlothlinFund
CathleenandRayMcKinneyFund
JohnandGraceMcKinnonAdvisedFund
J.P.McMichael,Jr.AdvisedFund
J.FrankandLauraTurnageMcNairAdvisedFund
ThomasC.McNeilandSandraB.McNeilAdvisedFund
JudsonJ.andAliceC.MilamFund
HofandKathrynMilamCharitableFund
CharlesW.MillerFund
MillerFamilyAdvisedFund
RichardH.andNolaG.MillerAdvisedFund
SusanDibrellMillerFamilyFund
MistIslandFoundationFund
J.FrankandLyndaK.MorrisAdvisedFund
FrankandMaryJoMurphyAdvisedFund
DanandBonnieMurphyCharityFund
Murphy-SmithFamilyFund
MurraySupplyCompanyAdvisedFund
WalterV.andMarthaW.MurrayAdvisedFund
RobertF.andBonnieL.NaasAdvisedFund
Mr.andMrs.LucianH.NealAdvisedFund
J.&J.NeelyAdvisedFund
DavidandScottieNeillAdvisedFund
Dr.andMrs.LewisH.NelsonIIIAdvisedFund
FredandLillianNordenholzFund
KeithandLisaNormanFamilyAdvisedFund
RobertS.andMarianneD.NorthingtonAdvisedFund
NovantCommunityBenefitFund(Aluko)
NovantCommunityBenefitFund(Conrad)
NovantCommunityBenefitFund(Evans)
NovantCommunityBenefitFund(Gordon)
NovantCommunityBenefitFund(Ketner)
NovantCommunityBenefitFund(Stolz)
NovantCommunityBenefitFund(Tillman)
NovantCommunityBenefitFund(Valentine)
NovantCommunityBenefitFund(Woodlief)
AnitaandTomOgburn,Jr.Fund
LaneyandMerrittOrrFund
JudithR.andSamuelH.OwenFund
BenC.andMildredW.PadenAdvisedFund
Mr.andMrs.CravenB.PageAdvisedFund
MaryBethandBobParkerFund
MargaretWeatherspoonParkerFund
BrookesH.ParrishFund
JoeandBrittParrishFund
JohnandDominiquePatrickFund
LucieandChuckPattonFund
CarolandRaymondPearsonCharitableFund
PeterPerretFundforYoungMusicians
CliffordandElizabethPerryAdvisedFund
FordandJeanenePerryAdvisedFund
WilliamH.Petree,Jr.andKatherineWeathersPetreeAdvisedFund
PfefferkornCompanyAdvisedFund
L.GordonandJuneD.Pfefferkorn,Jr.Fund
Mr.andMrs.StephenF.PhelpsAdvisedFund
DavidandIngridPisetskyAdvisedFund
WilliamPitserAdvisedFund
PittHopkinsSyndromeFund
MargaretScalesandGraydonPleasantsAdvisedFund
NancyandEdPleasantsAdvisedFund
Dr.HaroldC.PollardIIIFund
Dr.andMrs.EddiePollockAdvisedFund
RobertS.andWandaE.PoolFund
JaneandJoePotterFund
PrinceWilliamCommunityBenefitFund(Belden)
PrinceWilliamCommunityBenefitFund(Fairchild)
PrinceWilliamCommunityBenefitFund(Gary)
PrinceWilliamCommunityBenefitFund(Gutliph)
PrinceWilliamCommunityBenefitFund(Hoover)
PrinceWilliamCommunityBenefitFund(Magalski)
PrinceWilliamCommunityBenefitFund(Wine)
Non-Endowed Advised Funds, continued
[ 5 4 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
PrinceWilliamCommunityBenefitFund(Zurlo)
NanandTimProutCharitableFund
T.J.andNancyPulliamAdvisedFund
Mrs.ElizabethL.QuickAdvisedFund
GeorgeandSusanRaglandFund
RaineyCharitableFund
RamonaFund
ReavesFamilyCharitableTrust
BurtonandFrancesReiflerFund
DickandSandyRespessFund
ReynoldaRotaryBenevolenceFund
Dr.VadeRhoadesFund
LoriandPatRiazziFund
RichardT.RiceFund
RickeltonFund
JacquelineP.RiderAdvisedFund
RoaringGapEducationFund
RoaringGapFund
PaulineandNorwoodRobinsonFund
RoddickBenevolenceGiftTrust
MichaelandJillRogersFund
SuzieandDennisRossFund
CharlesandCourtneyRoweCharitableFund
DavidF.andMarthaWilsonRoweAdvisedFund
SteveandNancyRowellCharitableFund
MichaelandDeborahRubinAdvisedFund
CurtisFlyntRudolphAdvisedFund
CarverandBetsyRudolphAdvisedFund
SanfordHarrisonRudolphAdvisedFund
JamesM.andLorreC.RuffinFund
SarahShoreRuffinandDaltonD.RuffinAdvisedFund
JillRunnionFund
Dr.WilsonandMarciaRussellFund
SGKFund
Mr.andMrs.W.P.Sandridge,Jr.AdvisedFund
WilliamMadisonandPhoebeBarnhardtSatterwhiteFund
RobertD.andPamelaB.SaundersFund
ThomasD.andKatherineE.M.SchroederFund
TheServanthoodFund
BeverlyBrittonRudolphShawAdvisedFund
BillandShirleyShawFund
SherwoodForestElementarySchoolFund
AdrianandBobShoreAdvisedFund
Dr.ThomasE.ShownAdvisedFund
JoeB.andVirginiaL.SimpsonAdvisedFund
BuckyandDebbieSizemoreFund
MikeandBethSkorichAdvisedFund
BruceW.andSaraC.SmithAdvisedFund
KennyandAmySmithFund
BrantandKaySnavelyFund
JohnandNancySouthardAdvisedFund
SpaughFamilyFund
MaryJoW.andR.ArthurSpaughFund
AnnLewallenSpencerFund
NancySpencerAdvisedFund
MichaelW.SperryAdvisedFund
W.FletcherandAnnaB.SteeleFamilyFund
ShaunEdwardStewartFund
StratfordRotaryBenevolenceFund
RickandKateStrengAdvisedFund
RichardandNancySullivanFund
JohnJ.andBettyPrattSuttonAdvisedFund
SuttonFamilyFund
JackandCindySuttonFund
NancyKingTannerAdvisedFund
TargaceptTargaCareFund
JohnA.TaylorAdvisedFund
MargueriteB.TaylorAdvisedFund
ThomasTeagueFund
RonandMerleTedderCharitableFund
LouiseDibrellThebergeFamilyFund
JohnB.R.ThomasDonorAdvisedFund
F.NelsonTomlinsonAdvisedFund
Dr.andMrs.JamesF.TooleAdvisedFund
TriadAcademyScholarshipFund
TriantosFund
MaryKayTuckerAdvisedFund
AlexandElliottTurnerAdvisedFund
EleanorJamesVanceAdvisedFund
StuartF.andFrancesMcD.VaughnAdvisedFund
PeterandCarolVroomanAdvisedFund
SusanB.WallAdvisedFund
LeeWallaceFund
HansW.andElizabethK.WandersAdvisedFund
JackandJeanWardAdvisedFund
WilliamG.Ward,MDFamilyAdvisedFund
LeslieR.andRobertE.WarhoverAdvisedFund
BillandJudyWatsonFund
CorneliaK.WeiglandLachlanMacLachlanAdvisedFund
JohnM.andNancyKyleWellsandFrancesandC.C.GrahamFund
Mr.andMrs.P.EverettWellsIIIAdvisedFund
TogoD.West,Jr.AdvisedFund
HardenandJanetWheelerFund
WhitakerElementaryEndowmentFund
LouisaWhitakerAdvisedFund
WilliamA.WhitakerAdvisedFund
NancyandMontyWhiteAdvisedFund
ScottandLaurenWiermanAdvisedFund
PaulandJanWilesCharitableGiftFund
ArthurT.andCatherineR.Williams,IIIAdvisedFund
Dr.andMrs.S.ClayWilliams,Jr.AdvisedFund
JohnG.andPatriciaG.WilliardFund
Mr.andMrs.BenS.Willis,Jr.AdvisedFund
Mr.andMrs.H.NortonWillisFund
RobertM.WillisFund
Mr.andMrs.J.D.Wilson,Jr.AdvisedFund
W.T.WilsonAdvisedFund
IamFreeFromFund
WintersAdvisedFund
Winston-SalemRotaryBenevolentFund
Winston-SalemTwinCityHostLionsClubAdvisedFund
CalderandMarthaWombleAdvisedFund
ErnaandBillWomble,Jr.AdvisedFund
RalphH.WombleAdvisedFund
WilliamF.WombleAdvisedFund
w.u.r.k.s.CharitableFund
JamesandJohannaYoppFund
Mr.andMrs.ScottK.YoungCharitableFund
LynnandJeffYoungFund
StephenandBonnieZadesAdvisedFund
Mr.andMrs.NickG.ZegreaAdvisedFund
Non-Endowed Advised Funds, continued
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 5 5 ]
TEMPORARY FUNDS give the Foundation the ability to hold funds for a limited time for organizations and individuals for charitable projects.
BlackPhilanthropyFund
DogParkatTanglewoodFund
EqualityWinston-SalemFund
FlowAutomotiveCompaniesScholarshipFund
FriendsoftheHollywoodCemeteryFund
GatewayEnvironmentalInitiativeFund
GreaterGiftInitiativeFund
GreenxscapesFund
NCGSFund
PeppercornChildren’sTheatreFund
CarlR.SappFieldEnhancementFund
HelenSimoneauDanseFund
ShaunEdwardStewartFund
TheatreOnCommonGroundFund
MichaelandBuffyWaltripCharitableFund
WaltripBrothersCharitableFund
PaulM.WilesScholarshipFund
Winston-SalemCommunityDevelopmentCollaborativeFund
TheWomen’sFundofWinston-Salem
TEMPORARY FUNDS
NON-ENDOWEDFUNDS
[ 5 6 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
THE FOUNDATION SERVES AS TRUSTEE of charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) for donors and their families. CLTs allow donors to direct income from the trust to the Foundation and/or other charities for a designated period of years. At the
end of that period, the principal can be redirected according to the terms of the original trust documents. CRTs provide life income to designated individuals with the remainder interest of the trust ultimately going to charity.
AbnerAlexanderIrrevocableLivingAnnuityTrust
ElmsandHarrietAllenUnitrust
StephenG.AndersonIrrevocableLivingUnitrust
JamesL.BarnhardtCharitableRemainderTrust
EdwardS.andBarbaraT.BeasonUnitrust
EdnaNewsomeBlanton2006CharitableRemainderAnnuityTrust
EdnaNewsomeBlanton2007CharitableRemainderAnnuityTrust
FrederickA.BlountandCharlotteF.BlountIrrevocableLivingAnnuityTrust
PatriciaAnnL.andGradyE.Boyles,Jr.2007CharitableRemainderUnitrust
AnnBlantonBreese2007CharitableRemainderUnitrust
HarryO.CorpeningCharitableRemainderUnitrust
AthaleneCouch2007CharitableRemainderAnnuityTrust
AthaleneCouch2007CharitableRemainderUnitrust
JoyceH.andJamesP.DickersonCharitableRemainderTrust
FrankE.andMaryB.DriscollCharitableRemainderTrust
ElizabethT.EdmondsonIrrevocableLivingAnnuityTrust
RitaD.FitzgeraldIrrevocableLivingAnnuityTrust
DonaldF.FolgerCharitableRemainderUnitrust
KathrynW.GarnerIrrevocableLivingUnitrust
J.BeesonGrubbsIrrevocableLivingAnnuityTrust
NancyandPaulGwyn2005IrrevocableLivingUnitrust
EdmundB.HopkinsIrrevocableLivingUnitrust
LucyKaplanIrrevocableLivingUnitrust
WilliamA.andEdithT.KnottIrrevocableLivingUnitrust
WilliamG.andAvaO.KoronisCharitableUnitrust
MaryAnnetteLeight2002CharitableUnitrust
DouglasLewisFamilyCharitableRemainderTrust
CurtisandSaraLongCharitableRemainderUnitrust
SaraS.andCurtisE.Long2005CharitableRemainderUnitrust
WilliamandDraneVaughnMcCallIrrevocableLivingUnitrust
NancyDavisMcGlothlinCharitableRemainderUnitrust
JohnB.andGraceD.McKinnonIrrevocableLivingUnitrust
BonnieB.andJamesC.MessickCharitableRemainderAnnuityTrust
MargaretW.ParkerCharitableLeadUnitrust
EmersonWalterPitts,Jr.2011CharitableRemainderAnnuityTrust
RuthFayPitts2011CharitableRemainderAnnuityTrust
C.EdwardPleasantsCharitableRemainderTrust
NancyT.PleasantsCharitableReminderTrust
RuthM.PleasantsIrrevocableLivingUnitrust
JPRiderCharitableRemainderTrust
F.ConardandJeanSnyderCharitableLeadAnnuityTrust
NancyH.SouthardIrrevocableLivingUnitrust
NancyS.SpencerCharitableRemainderTrust
EdwardE.StiversCharitableAnnuityTrust
JohnJ.Sutton,Jr.andBettyP.SuttonCharitableRemainderUnitrust
DavidH.TateIrrevocableLivingUnitrust
JesseC.Temple2007CharitableRemainderAnnuityTrust
L.FrancesS.TempleCharitableRemainderUnitrust
L.FrancesS.TempleandJesseC.TempleCharitableRemainderUnitrust
M.LouiseThomasCharitableRemainderUnitrust
LouveniaCoxTucker2006CharitableRemainderAnnuityTrust
HansW.WandersIrrevocableLivingUnitrust
ArthurG.andSusanneS.WeberCharitableRemainderUnitrust
A.TabWilliams,Jr.CharitableAnnuityLeadTrust
WillinghamIrrevocableLivingAnnuityTrust
MathildaG.WolfeCharitableRemainderUnitrust
W.F.WombleIrrevocableLivingUnitrust
H.C.Woodall,Jr.FamilyCharitableRemainderTrust
RomaLeeWoosley2005CharitableRemainderAnnuityTrust
CHARITABLE TRUSTS
CHARITABLE TRUSTS
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 5 7 ]
THE BOOK OF MEMORY WAS ESTABLISHED in 1946 as a means of preserving the names of those in whose memory gifts were made to the
Foundation. These specially-commissioned, leather-bound books are displayed in the Foundation’s reception area and contain more than 8,900 names.
WilliamDaniel“Bill”Acton
MildredC.Alberter
TheHonorableAbnerAlexander
AncyAndersen
JoyceEllenMonteithBates
LillianJoyner“Joy”Bennett
JohnMichael“Mike”Boaz
Ernest“Bud”Bodenheimer
SamuelLewisBooke,Jr.
SidneyStuartBost,Jr.
ElissaEnslen“Lisa”Bouchillon
MaryAliceBurnsideBriley
PeterEricBrown
JohnnyCleoButcher
HowardE.Butner,Jr.
AltonZ.Canady
LucyMillerCarr
SaraVirginiaLyonsCarson
JoAnneAtkinsChadwick
GeorgeM.Chitty
AthaleneHartmanCouch
ConnieMarieCrawford
JamesMiltonCulbreth
CharlesFrederickDeleot,Jr.
Robert“Bob”Ervin
RodneyDuaneErvin
MauriceEdwardEverette
RobertJ.Faircloth
WilliamT.Fenimore,Jr.
EdwardVernonFerrell,Jr.
MarvinLemuelFerrell,Jr.
MargaretAliceWilliamsonGibson
WilliamAlexander“Bill”Goodson,Jr.
LawrenceG.Gordon
DonaldE.Gunlock
BenjaminJamesGurley
StephenP.Halstead
JamesG.Hamrick
AliciaJonesHanes
KirkWalterHarris
BarbaraB.Harvey
WestonP.Hatfield
JaniceLeeHauser
JosephAlbertHaymes,Jr.
JackHoey
DavidWallaceHolcomb,Jr.
StebbinsBrokenboroughIngram
JohnnieMaeJackson
BerniceCobbJones
MaryRobertsonJones
ColonelMilbourneL.Joye
TheodoreR.Keith
WarrenGamalielHardingKennedy
DavidN.Ketchie
ClayM.Kirkman,Jr.
EmmettH.“Sonny”Lacy,Jr.
EllenSmithLambeth
EdwinWinfred“Eddie”Linville,Jr.
RobertEugeneMarziano
JohnG.Medlin,Jr.
DavidR.Minter
EugeneMoney
DavidO.Murray
WilliamRandolph“Bill”Myers
JosephMartinParker,Jr.
AmyGatewoodParrish
LucyFain“Sookie”Peebles
Dr.JohnOlinPerritt,Jr.
PaulineDavis“Pinkie”Perry
RobertLouis“Bob”Quick
RonnieRayReynolds
GeorgeClarkeRigby
Rev.KennethWilliamRobinson
MiriamSilverman“Mimi”Rouzie
KennethDarrinRussell
ThomasAlbertSanders,Jr.
JohnWilliam“Bill”Sexton,Jr.
AlvinBarrettShepherd
AbrahamLincolnSherkIII
JamesNelsonSherrill,Sr.
AnneMercerKeslerShields
EleanorSueCox“E.Sue”Shore
RussellHenryShouse
EmileJ.Simone
AntoinetteMullinaxSkeeters
WilliamSamuelSmoak
AnnPapieskiSnelsire
MaryJoWootenSpaugh
JohnAddisonSpencer
NormanWilliam“Bill”Swanson
NevaTaylor
StuartC.Thomas
JackRichardTischler
VirginiaTucker
CharlesG.Vardell,Jr.
W.R.Weir,Jr.
JackM.White
JerryMichaelWhite
Dr.SylvesterW.Wooten
RuthEloiseKeeverYount
THE FOLLOWING NAMES WERE ENTERED INTO THE BOOK OF MEMORY IN 2012:
BOOKOFMEMORY
[ 5 8 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
THE FOUNDATION’S LEGACY SOCIETY honors those generous individuals or couples who have established or added to permanent endowments at the Foundation or those who have made similar provisions for the Foundation through deferred or planned gifts, such as charitable bequests,
charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation. Please contact the Philanthropic Services staff if you are interested in learning more about the criteria for Legacy Society membership.
The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2012. On behalf of future genera-tions, we gratefully thank these donors for their plans to contribute to such an enduring legacy for our community.
THELEGACY SOCIETY
Anonymous(16)
Ms.KatherineActonandMr.GeraldSmith
Mr.andMrs.RayMitchellAgnew,Jr.
Mrs.SylviaF.Alderson
Dr.DonnaD.Alexander
Dr.andMrs.ElmsL.Allen
Ms.GayleN.Anderson
Dr.andMrs.StephenG.Anderson
Mr.andMrs.JohnAppel
Mr.W.A.Armfield,Jr.
Dr.andMrs.DonaldL.Armitage
Mr.andMrs.JerryArnold
Mrs.TeresaR.Ashburn
Drs.AnthonyandKatherineAtala
Mrs.DorothyAtkinson
Mr.andMrs.PhilipS.Auchincloss
Mr.RobertG.Auchincloss
Ms.LisaL.Austin
Mr.andMrs.BruceM.Babcock
Mr.andMrs.L.M.Baker,Jr.
Mr.andMrs.WilliamP.Baldridge
DavidL.andRobinC.Barnes
Mr.andMrs.RichardD.Barnes
Mr.andMrs.ZebE.Barnhardt,Jr.
Dr.andMrs.RollandBarrett
Mr.MarshallBBass
Dr.andMrs.EdwardS.Beason
Mrs.BarbaraC.Beattie
Mr.andMrs.FrankM.Bell,Jr.
Mrs.MarieBellin
BertBennettFamily
SamiOusleyBills
Mr.andMrs.R.GordonBingham
Mr.DavidB.Blanco
Dr.andMrs.FrederickA.Blount
Mr.andMrs.J.HalBolin
Mr.andMrs.HenryM.Booke
ClaudeandJudyBooker
Mr.andMrs.JulianR.Bossong
Mr.andMrs.GlennC.Boswell,Jr.
Dr.andMrs.EdwynT.Bowen,Jr.
Dr.EmmaJeanZ.Bowman
Mr.andMrs.GradyE.Boyles,Jr.
Dr.SherrillBraswell
Ms.SusanF.Braswell
Ms.AnnBlantonBreese
Mr.andMrs.J.PaulBreitbach
Mr.andMrs.MichaelBrenner
Mr.andMrs.PaulBriggs
Mr.andMrs.DouglasE.Broadway
Mrs.LenoraJ.Brown
Mr.andMrs.RoyallR.Brown,Jr.
Ms.HelenH.Bryngelson
Mr.JohnD.Budd
Mr.andMrs.JosephR.Budd
Mr.andMrs.RichardP.Budd
Mr.HoanBuiandMs.NgocNguyen
Mr.andMrs.CharlesNormanBunce
Dr.PatriciaP.Bundy
Mr.andMrs.JohnW.BurressIII
Mr.andMrs.K.BlaineBurton,Jr.
Mrs.DavidB.Butler
Ms.JaneCalloway
Ms.SusanM.Cameron
Dr.andMrs.W.DouglasCardwell
Dr.andMrs.KennethCarlson
Mrs.AnneMaddreyCarpenter
Mr.CoyC.Carpenter,Jr.
Ms.GenieCarr
Mrs.WilliamH.Carr
Mr.andMrs.HenryM.Carter,Jr.
Ms.PeggyC.Carter
Mr.andMrs.MarkC.Caudill
Mr.andMrs.C.RayCaudle
Mr.M.CampbellCawood
Mr.andMrs.CharlesW.Chambers
Mr.andMrs.ChristopherJ.Chapman
Mrs.NormaCharles-Sink
Mrs.BarbaraF.Chatham
Mr.andMrs.GeraldL.Chrisco
Mrs.HessieChurch
Mr.andMrs.RobertC.Clark
Mr.andMrs.GeorgeM.Cleland
Mr.andMrs.MichaelL.Clements
Mr.D.E.Clinard,Jr.
Mrs.BrendaK.Cline
Mr.andMrs.JohnWayneClodfelter
Mr.andMrs.GaryW.Cole
Mr.ElmerCollins
Mr.GeorgeL.Cooper
Mr.andMrs.HarryCorpening
Mr.andMrs.DavidL.Cotterill
Mrs.DonnaH.Craige
Mr.J.ScottCramerandMs.SelmaScott
Mr.andMrs.RobertL.Dalton,Jr.
Mr.JasonDaviesandMrs.JuliaFrost-Davies
Mr.G.FranklinDavis
Mr.JerryP.Davis
JohnandTerrieDavis
Mr.andMrs.RichardN.Davis
Mr.andMrs.WilliamA.DavisII
Ms.RebeccaM.Deaton
Mr.andMrs.AlbertJ.DeForestIII
Mr.andMrs.JosephR.Delia
Dr.andMrs.JohnW.Denham
Ms.JanM.Detter
Dr.andMs.JamesP.Dickerson
Mrs.MaryAnneDickson
Mr.andMrs.JamesH.Diggs
Mr.andMrs.JoeDillon
Mr.andMrs.DanielW.Donahue
Mrs.ElaineD.Dowdell
Mr.andMrs.BruceDowning
Mr.andMrs.GrahamP.DozierIII
Ms.GraceDraman
Mr.andMrs.DaleE.Driscoll
Mr.FrankE.Driscoll
Dr.andMrs.JosephB.Dudley
Ms.NancyDunn
Mr.NoelLeeDunn
Ms.MignonDurham
Mrs.JohnT.Eagan,Jr.
Mr.andMrs.FredG.Eidson
Mr.andMrs.JamesL.Einstein
Mr.andMrs.BarryEisenberg
Ms.AletaG.Ellison
Mrs.RobertA.Emken
Mr.andMrs.CharlesA.Essic,Jr.
Mr.andMrs.AlexanderC.Ewing
Dr.andMrs.JohnC.Faris
Mrs.RitaD.Fitzgerald
LEGACY SOCIETY MEMBERS
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 5 9 ]
Ms.MarleneP.Flinchum
Mr.andMrs.VictorI.Flow,Jr.
Mr.GaryFlower
Mr.andMrs.DonaldF.Folger
Dr.andMrs.RobertV.Ford,Jr.
Mr.andMrs.JohnC.Fox
Mr.WoodyFox
Dr.andMrs.LarryW.Freeman
Mr.DavidW.Fuller
Mr.PaulFulton,Jr.
Mrs.JamesA.Fyock
Dr.andMrs.JoeE.Gaddy,Jr.
Mr.JohnK.Gallaher
Dr.andMrs.KennethR.Gallup,Jr.
Ms.KathrynW.Garner
Mr.HaroldR.Garrison
JohnandJaneGehring
Dr.andMrs.SamuelT.Gladding
Mr.andMrs.J.KirkGlenn,Jr.
Mr.andMrs.ThomasO.Goodson
Mrs.BryceGordon
JamesGore
NatashaGore
Dr.LouisN.Gottlieb
RichardandLianaGottlieb
Mr.VergilH.Gough
Mr.andMrs.BernardGray
Mrs.JamesA.Gray,Jr.
Mrs.J.T.Greene,Jr.
Mrs.ElizabethLovettGrover
Mr.J.BeesonGrubbs
Dr.CarylGuth
Dr.andMrs.PaulP.Gwyn
Mrs.WilliamN.Hailey
DrewandKelleyHancock
Mr.andMrs.JamesA.Hancock,Jr.
Mr.andMrs.RichardD.Hancock
Ms.CharlotteM.Hanes
Mr.andMrs.F.BordenHanes,Jr.
Mr.andMrs.FrankBordenHanes,Sr.
Ms.SusanF.Harris
Mr.andMrs.JohnHarrison
Mr.andMrs.PaulD.Harrison
Ms.VirginiaS.Hart
Mr.andMrs.DennisG.Hatchell
Mr.andMrs.SamHauser
Mr.PeterE.Hawley
Mr.andMrs.FredW.Hege
Mr.CharlesR.Hemrick
Ms.FrancesS.Hendrix
Mr.L.StephenHendrix
Mr.andMrs.A.B.HenleyIII
NickHennessee
Mr.andMrs.LeonardHerring
Mr.andMrs.MichaelC.Hetrick
Ms.EmilyMillisHiatt
Mr.HardinP.Higgins
Mrs.HarrellB.Hill
Mr.andMrs.J.GlennHilton
Mrs.AliceHinman
DorisHohman
Mrs.BarbaraWallHolcomb
Mrs.JamesE.Holmes,Jr.
Mr.andMrs.RobertA.Hoover
Drs.JudithandMarbryHopkins
Mrs.EdmundB.Hopkins
Mr.andMrs.BillyHunt
Mrs.JacquelineS.Hunt
Mr.JohnW.Hunt
Mr.andMrs.JuddHunt
Mr.andMrs.DavidA.Irvin
Dr.andMrs.NathanielIrvinII
Dr.andMrs.FrancisM.JamesIII
Ms.MaryJamisandMs.StarrJohnson
Dr.RichardJaneway
Mr.IanJankelowitz
Mr.andMrs.HarryJarman
Mr.andMrs.W.T.Jenkins,Sr.
Ms.JoiaM.Johnson
Mrs.FlorindaC.Johnson
Dr.andMrs.PeterC.Johnson
Ms.BeverlyJohnston
Mr.JamesW.Johnston
Mr.andMrs.ScottD.Jones
Mrs.R.WilliamJoyce
Ms.LucyKaplan
Mr.andMrs.WilliamB.Kay,Jr.
Mrs.J.LeeKeiger,Jr.
Mr.andMrs.StanhopeA.Kelly
Ms.SusanKerner-Hoeg
Mr.andMrs.TrumanT.Kiger
Mr.andMrs.JesseM.King
Mr.andMrs.PhilipG.Kinken,Jr.
Mr.andMrs.WilliamA.Knott
Ms.JoyceKohfeldt
Dr.andMrs.L.AndrewKoman
Dr.andMrs.ThomasJ.Koontz
BillandAvaKoronis
Ms.BrendaH.Kulp
Mr.PetroKulynych
Mr.andMrs.ArnoldN.Lakey
Mr.andMrs.DonnyC.Lambeth
Mr.JamesLambieandMs.LisbethEvans
Mr.andMrs.B.ThomasLawson,Jr.
TheHonorableMollyLeight
Mr.andMrs.A.ThadLewallenIII
Mr.andMrs.DouglasR.Lewis
Ms.ElizabethC.Lewis
NancyC.Lide
Mr.andMrs.StanleyLineberry
Mr.andMrs.JamesE.Lippard
Dr.andMrs.DanS.Locklair
Mr.JosephP.Logan
Mrs.CurtisE.Long
Mr.andMrs.WilliamLongyard
Mr.andMrs.FrankK.LordIII
Mrs.CarolinLowy
AnnetteP.Lynch
Ms.PattiAnnLynch
Mr.andMrs.E.ErwinMaddreyII
Mr.andMrs.ParkerMaddrey
Mr.andMrs.JohnMann
Ms.DebbieMarshall
Mr.andMrs.JamesE.Martin
Mr.DavidP.Masich
Dr.andMrs.K.FrankMcCain
Dr.WilliamMcCall,Jr.
Dr.BruceR.McCune
Mrs.NancyDavisMcGlothlin
Dr.TimothyMcGowen
Dr.W.FrederickMcGuirt
RayandCathleenMcKinney
Mr.andMrs.JohnB.McKinnon
Ms.SallyR.McLeod
Mr.andMrs.J.FrankMcNairIV
Mr.andMrs.WilliamL.McSwain
Dr.andMrs.WilliamE.Means
Mrs.JohnG.Medlin,Jr.
Mr.andMrs.DannyJ.Mendenhall
Mr.andMrs.JohnMerritt
Mr.JamesC.Messick
Mr.andMrs.JamesE.Messick,Jr.
Ms.MelanieMicale
Dr.andMrs.HenryS.Miller,Jr.
Mrs.BarbaraB.Millhouse
Mr.andMrs.JamesH.Millis,Jr.
Mrs.MollyMillisHedgecock
Mr.andMrs.NealMillsaps
Mr.RichardG.Mock
Ms.EllenN.Monahan
Dr.andMrs.JohnH.Monroe
Mr.andMrs.C.ArzellMontgomery
Mr.andMrs.TimothyR.Moore
Mr.andMrs.DavidR.Morgan
Ms.OliviaE.Morgan
Mr.andMrs.StevenC.Morgan
Mr.andMrs.DanielN.Moury
Mr.andMrs.MartyMyers
Mrs.MildredNaugle
Mr.andMrs.DavidB.Neal
Mr.DavidL.Neal
Mr.andMrs.LucianH.Neal
SteveNeal
Mr.andMrs.T.DavidNeill
Mr.andMrs.FredW.Nordenholz
Mr.andMrs.ChristophNostitz
Mr.ChesterT.Nuttall,Jr.
Dr.andMrs.DavidReeseO’Brien,Jr.
Mr.andMrs.SamC.Ogburn,Sr.
Mr.andMrs.L.GlennOrr,Jr.
Mr.andMrs.WillisH.Overby
Mr.andMrs.CravenB.Page
Mr.JohnV.Pappas
Mr.andMrs.DwightE.Pardue
Dr.andMrs.JohnS.Parks
Mr.ChristopherA.Parr
Rev.andMrs.NathanE.Parrish
Dr.andMrs.EugeneH.Paschold
Dr.JohnPatrickandDr.DominiquePatrick
Ms.JulieJ.Pearce
Mr.andMrs.G.CliftonPennell
Ms.BrendaB.Penney
Dr.andMrs.FrancisD.Pepper,Jr.
Mr.andMrs.CliffordW.Perry,Jr.
Mr.andMrs.TonyPetree
Mr.andMrs.L.GordonPfefferkorn,Jr.
Mr.andMrs.RossD.Pfeiffer
Mr.andMrs.StephenF.Phelps
Mr.EmersonWalterPitts,Jr.
Ms.RuthF.Pitts
Mr.andMrs.C.EdwardPleasants
Mr.GraydonPleasantsandMs.MargaretScales
Mrs.RuthM.Pleasants
Dr.MichaelJ.Pollak
Mrs.RichardE.Pope
FrancesandStevePorter
Legacy Society Members, continued
[ 6 0 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
Mr.BillyD.Prim
Mr.J.TimothyProut
Mr.GradyR.PulliamIII
Mrs.ElizabethL.Quick
Mr.andMrs.H.ChrisRamm
Dr.DarielL.Rathmell
Mr.andMrs.JamesK.Reaves,Jr.
Mr.andMrs.HarryReavis
Mr.andMrs.PatrickRiazzi
Dr.andMrs.DavidG.Rice
Mr.andMrs.ThomasB.RiceIII
Mrs.JohnS.Rider
Mr.ClayV.Ring,Jr.
Mr.TobyW.Robertson
Mrs.EugeneRossitch
Mr.andMrs.CharlesRotgin,Jr.
Dr.andMrs.MichaelH.Rubin
Mr.andMrs.TomRucker
Mr.andMrs.C.GuyRudisillIII
Ms.AvonRuffin
Mr.DaltonD.Ruffin
Mrs.H.J.Runnion,Jr.
Ms.KarenSanders
Dr.andMrs.WilliamM.Satterwhite,Jr.
Dr.andMrs.DanielG.Sayers
Mr.andMrs.AndrewJ.Schindler
Dr.andMrs.RobertP.Schwartz
Mrs.AnthonyW.Seamon
Mr.RickSeamon
Ms.RebeccaAnnSebastian
Ms.MarionH.Sekerak
Mrs.RobertD.Shore,Jr.
Mrs.RosemaryV.Shortt
Dr.ThomasE.Shown
Mr.andMrs.PaulSinal
Mr.WillisSlaneandDr.CarolineChiles
Mr.andMrs.ArchieSmith
Mrs.RichardG.Smith,Jr.
Mr.JamesN.Smoak
Dr.andMrs.JohnK.Southard,Jr.
Rev.LauraSpangler
Ms.AnnLewallenSpencer
Ms.BetsySpencer
Mr.andMrs.JamesY.Spencer
Mrs.WilliamO.SpencerIII
Ms.GeorgiaSprinkle
EdwardEugeneandJeanJenningsStivers
Mr.andMrs.RichardStockton
Mr.andMrs.ThomasJ.Stopyra
Mrs.JaniceK.Story
Mr.andMrs.RichardL.Sullivan
Mrs.JohnJ.Sutton,Jr.
Dr.andMrs.CharlesV.Taft
Dr.andMrs.DavidH.Tate
Mr.andMrs.JohnA.Taylor
Mrs.MargaretTaylor
Mr.JesseC.Temple
Mr.andMrs.WilliamTessien
Ms.SylviaTheriault
Dr.andMrs.JohnB.R.Thomas
Ms.M.LouiseThomas
Mr.andMrs.StephenA.Thornton
Mr.andMrs.F.NelsonTomlinson,Jr.
Dr.andMrs.JamesF.Toole
Mrs.VirginiaB.Trivette
Mrs.LouveniaCoxTucker
Mrs.BynumE.Tudor,Jr.
Mr.JayTurnerandMs.TonyaDeem
Mr.andMrs.JohnL.Turner
RandallandClaireTuttle
Mr.andMrs.HarryB.UnderwoodII
Ms.MargaretM.Urquhart
Mrs.DeborahH.Vaughan
BobandCarolynVaughn
TriciaVaughn
Dr.andMrs.RamonVelez
Mr.andMrs.MichaelB.Wall
Mr.andMrs.HansWanders
Mr.andMrs.JohnF.Ward
Mr.andMrs.JosephWashington
Mr.andMrs.WilliamR.Watson
Mr.andMrs.PhilipR.S.Waugh,Jr.
Mr.andMrs.ArthurG.Weber
Dr.GlendaWeberandMr.WayneWeber
Mr.DennisH.Webster
Mr.andMrs.EdwinL.Welch,Jr.
Mr.andMrs.JoeWheliss
Mr.andMrs.ScottF.Wierman
Mr.andMrs.PaulM.Wiles
Mr.andMrs.JosephWilhem
Mr.andMrs.A.TabWilliams,Jr.
Mr.andMrs.ArthurT.WilliamsIII
Ms.CynthiaA.Williams
Mr.StephenT.Williams
Mr.B.J.Willingham
Mrs.FrancisF.Willingham
Mr.andMrs.JohnW.Willingham
Mr.andMrs.J.D.Wilson,Jr.
Mr.R.M.Wilson
Mr.WilliamT.WilsonIII
Ms.BettyS.Winslow
Mr.andMrs.SteveWohlford
Mr.andMrs.HarryH.Wolfe
Dr.andMrs.JohnR.Wolfe
RochelleWolfe
Mrs.CalderW.Womble
Mr.RalphWombleandMs.AshleyEdwards
Mr.andMrs.WilliamF.Womble
Mr.H.C.Woodall,Jr.
Ms.RomaLeeWoosley
Dr.andMrs.RichardC.Worf
Mrs.HalG.Worley
BryanandJoAnnYates
Ms.MeganMcSwainYeatts
Mr.andMrs.KarlF.Yena
Mr.andMrs.C.J.Young
Dr.andMrs.DouglasM.Young
Mr.andMrs.YasserYoussef
Legacy Society Members, continued
BOTH THE FOUNDATION AND THE COMMUNITY are grateful for these gifts to the Community Fund, the Community Leadership Fund,
and the Book of Memory — from the smallest to the largest. Collectively these contributions reflect that the Foundation’s mission — to invest in our community by making philanthropy and its benefits available to all — is alive and well. For a list of 2012 donors to other named funds, please visit our Web site at www.wsfoundation.org.
Mr.andMrs.FrankM.Bell,Jr.
Mr.andMrs.J.ScottCramer
Mr.NoelLeeDunn
Mr.CharlesR.Hemrick/Mrs.NormaCharles-Sink
Mrs.HarrellB.Hill
Mr.andMrs.L.GordonPfefferkorn,Jr.
TheSenahC.&C.A.KentFoundation
VISIONARIES – $5,000 OR MORE
BENEFACTORS – $2,500–$4,999
AbbotDowning–AWellsFargoCompany
Dr.DavidAlbertsonandDr.LizAlbertson
Dr.andMrs.ElmsL.Allen
Anonymous(2)
Mrs.RobertF.Armfield
Mr.andMrs.BruceM.Babcock
Dr.andMrs.RollandBarrett
Mr.andMrs.HenryM.Booke
Dr.JamesDavidBranch
Dr.andMrs.WilliamC.Bray
Mr.andMrs.JohnW.BurressIII
Dr.andMrs.KennethCarlson
Mr.andMrs.GeorgeM.Cleland
Mr.andMrs.DavidL.Cotterill
Mr.andMrs.DaleE.Driscoll
Mr.andMrs.FrankE.Driscoll
Mr.andMrs.VictorI.Flow,Jr.
Mr.PaulFulton,Jr.
Ms.SandraKGallant
Mr.andMrs.JohnL.W.Garrou
Mr.andMrs.TomGibbs
GlennFamilyFoundation
Mr.andMrs.ThomasO.Goodson
GroverC.andJaneC.McNairCharitableFoundationTrust
Ms.JudithB.Halverson
Mr.andMrs.F.BordenHanes,Jr.
Mr.andMrs.CharlesH.Hauser
Mr.andMrs.RichardD.Hensel
Mr.andMrs.TommyL.Hickman
Dr.andMrs.FrancisM.JamesIII
Mr.andMrs.WilliamB.Kay,Jr.
Mr.andMrs.J.GilmourLake
Mr.andMrs.GeorgeC.Lautemann
Mr.andMrs.W.RandolphLoftis,Jr.
Mr.andMrs.FrankK.LordIII
Mr.DavidP.Masich
Mr.andMrs.LucianH.Neal
Mr.andMrs.L.GlennOrr,Jr.
Mr.JohnV.Pappas
Mr.andMrs.StephenF.Phelps
Mr.GraydonPleasantsandMs.MargaretScales
ReynoldsAmericanFoundation
Mr.andMrs.RichardO.RogersIII
Mr.andMrs.AndrewJ.Schindler
Mr.WillisSlaneandDr.CarolineChiles
Ms.NancyS.Spencer
KateandRickStreng
Mr.andMrs.JohnA.Taylor
Mr.andMrs.F.NelsonTomlinson,Jr.
Mr.andMrs.MichaelA.Trawick
Ms.SusanB.Wall
Mr.andMrs.R.MichaelWells,Sr.
Mr.andMrs.H.VernonWinters
Mrs.CalderW.Womble
ADVOCATES – $1,000–$2,499
Mr.andMrs.MichaelBrenner
TheStricklandFamilyFoundation
Dr.EdwardAbrahamandMs.Norma-MayIsakow
Mr.andMrs.ThomasR.Adams
Mrs.AmyP.Barnhardt
Mr.andMrs.GrahamF.Bennett
Mr.WilliamG.Benton
Mr.andMrs.R.GordonBingham
Dr.andMrs.MalcolmBrown
Mr.andMrs.AustinByrne
Mr.andMrs.RonaldJ.Clein
Dr.MatthewCullinanandMs.AnnaReilly
Mr.andMrs.RichardN.Davis
Dr.andMs.JamesP.Dickerson
Mr.andMrs.ThomasS.DouglasIII
Mrs.ElaineD.Dowdell
Dr.andMrs.JosephB.Dudley
Mr.JamesE.GayIII
Mr.andMrs.MurrayC.Greason,Jr.
GreaterWinston-SalemChamberofCommerce
KelleyandDrewHancock
Mr.andMrs.JamesG.HanesIII
Mr.WilliamE.Hollan,Jr.
Dr.andMrs.PaulE.Horton
Mr.EricN.Hoyle
Mr.JohnW.Hunt
Mr.andMrs.GordonW.Jenkins
Mr.andMrs.StanhopeA.Kelly
ProfessorRoganKershandMrs.SaraPesek
Dr.andMrs.ThomasJ.Koontz
Mr.andMrs.JeffreyLawyer
AnnetteM.Leight
LudyM.StrotherCharitableLeadAnnuityTrust
Ms.DebbieMarshall
Mercedes-BenzofWinston-Salem
Mr.andMrs.C.EdwardPleasants
Mr.ClayV.Ring,Jr.
Mr.andMrs.EdRobins
Mr.andMrs.W.P.Sandridge,Jr.
Mr.W.DavidShannon
Mr.G.DeeSmith
Mr.andMrs.RobertC.Vaughn,Jr.
Dr.andMrs.BruceD.Walley
Mr.andMrs.HansWanders
Mr.andMrs.ScottF.Wierman
Mr.andMrs.JohnW.Willingham
Mr.andMrs.WilliamF.Womble,Jr.
SUPPORTERS – $500–$999
DONORSTOTHECOMMUNITYFUND,THECOMMUNITYLEADERSHIPFUND,ANDTHEBOOKOFMEMORY
[ 6 2 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
Dr.JonAbramsonandDr.CynthiaLees
Dr.andMrs.DavidH.Allen
Anonymous(8)
Mr.andMrs.JohnAppel
Mr.andMs.JamesW.Armentrout
Dr.andMrs.DonaldL.Armitage
Dr.andMrs.PhilipR.Aronson
Mr.andMrs.PhilipS.Auchincloss
Mr.DanW.Austell,Jr.
Mr.WesleyBailey
Mr.andMrs.CharlesS.BaldwinIII
BankofAmericaCharitableFoundation
Mr.andMrs.H.GradyBarnhill,Jr.
Dr.andMrs.EdwardS.Beason
Mrs.JeanS.Blanton
Dr.FrederickA.Blount
Mr.andMrs.JackE.Blunk
Dr.AnnQ.Bogard
Dr.andMrs.EdwynT.Bowen,Jr.
Mr.andMrs.GradyE.Boyles,Jr.
Mr.H.MichaelBritt
Dr.RichardBrodkinandMs.LoisBuerkle
Mr.andMrs.RichardP.Budd
Mrs.MarthaH.Butner
Ms.SylviaJ.Caldwell
Mr.CoyC.Carpenter,Jr.
Mr.andMrs.AustinH.Carr
Ms.GenieCarr
Ms.JoEllenCarson
Ms.PeggyC.Carter
Mr.M.CampbellCawood
Mr.andMrs.TerryA.Clark
Mr.andMrs.HarrisF.Clein
Mr.andMrs.MichaelL.Clements
Mr.D.E.Clinard,Jr.
Mrs.SophiaS.Cody
Mr.andMrs.JamesH.Corrigan,Jr.
Ms.ShariCovitz
Mr.GregA.Cox
Mr.andMrs.MarcusB.Crotts
Mr.andMrs.RichardM.Crowder,Jr.
Ms.LaRueP.Cunningham
Mr.andMrs.RobertL.Dalton,Jr.
Dr.CourtlandH.Davis,Jr.
Mr.andMrs.JohnW.DavisIII
Mr.andMrs.WilliamA.DavisII
Ms.RebeccaM.Deaton
Mr.andMrs.DanielW.Donahue
Mr.andMrs.CharlesT.Douglas
Mr.RoddeyDowd,Sr.
Ms.NancyDunn
Dr.andMrs.WilliamElesha
Mrs.AureliaEller
MarvinL.Ferrell
Mr.TomFerrell
Mr.andMrs.MichaelJ.Fisher
Mr.andMrs.JerryFrancis
Mr.andMrs.DavidFreedman
Mr.andMrs.WilliamH.Freeman
Ms.CiciFulton
Mr.JohnK.Gallaher
Mr.andMrs.RobertJ.Gfeller,Jr.
WilliamA.Goodson
Mr.andMrs.WilliamA.GoodsonIII
Dr.LouisN.Gottlieb
Mrs.EmmaGraham
Mrs.J.T.Greene,Jr.
Mr.andMrs.EdwardW.Griggs
Mr.JonathanD.Halsey
Mr.andMrs.JamesA.Hancock,Jr.
Mrs.MiriamS.Harmon
Mr.andMrs.JohnHarrison
Mr.andMrs.DennisG.Hatchell
Mr.andMrs.JosephC.HedgpethII
Dr.andMrs.EugeneR.Heise
Mr.andMrs.RobertH.Holliday,Jr.
Dr.andMrs.RobertHolmes
Mrs.E.R.Howard
Mr.andMrs.CraigHulighan
Mr.andMrs.G.DudleyHumphrey
Mrs.JacquelineS.Hunt
ImmediaPrint
Mr.andMrs.JamesM.Iseman,Jr.
Mr.andMrs.ThomasC.Jackson
Dr.andMrs.AliJarrahi
Mr.JohnC.Jessup
Ms.BettyW.Johnson
Mr.andMrs.DouglasS.Jones
Dr.andMrs.F.WhitneyJones
Ms.SherryA.Kellett
Dr.andMrs.DavidL.Kelly,Jr.
Mr.M.CarlyleKinlaw,Jr.
Mr.andMrs.WilliamA.Knott
Mr.andMrs.CharlesW.Kraft
Ms.JudyLambeth
Mr.andMrs.ThomasW.Lambeth
Mr.andMrs.RobertA.J.Lang
Mr.andMrs.B.ThomasLawson,Jr.
Mr.andMrs.BruceLevin
Mr.andMrs.JamesE.Lippard
Mr.andMrs.JohnF.LynchIII
Dr.andMrs.WilliamMcCall,Jr.
Dr.JamesA.McCool
Mrs.MargaretF.McIver
Mr.andMrs.JohnB.McKinnon
Mr.andMrs.DennisW.McNames
Dr.andMrs.J.WayneMeredith
Mr.andMrs.DavidL.Meyer
Dr.andMrs.JayMichael
Mrs.PhilipMichalove
Mid-SouthProperties
Dr.andMrs.HenryS.Miller,Jr.
Mr.andMrs.WardB.Miller
Ms.EllenN.Monahan
Mr.andMrs.KennethF.Mountcastle,Jr.
Ms.JudyMountjoy
Mr.andMrs.R.FrankMurphy
Mr.andMrs.DavidB.Neal
Dr.andMrs.LewisH.NelsonIII
Dr.VirginiaK.Newell
Mr.BenjaminNoland
Mrs.MaryB.O’Connor
Mr.CharlesJ.PalmerIII
Mrs.ZettaF.Parks
Mr.andMrs.CharlesC.Patton
Dr.andMrs.V.PaulPauca
Mr.andMrs.JohnR.Perkinson,Jr.
Mr.andMrs.CliffordW.Perry,Jr.
Ms.SusanPfefferkorn
Mr.andMrs.CliffPurcell
Mr.andMrs.GeorgeA.Ragland
Dr.MaeL.Rodney
Ms.DaisyRodriguez
Mrs.WalterRoufail
Mrs.DianaA.Salmons
Mr.andMrs.J.RobertSanders,Jr.
Mrs.ClemensSandresky
Mr.andMrs.WilliamW.Shaw
Mr.andMrs.KennethN.Sisk
Mr.andMrs.J.ToddSlate
AmyK.SmithandKennySmith
Mrs.MaryM.Smoak
Mr.R.ArthurSpaugh
Ms.SheryllStrode
Mr.andMrs.BenW.Thomason,Jr.
Mr.andMrs.J.KennethTorreyson
Mrs.VirginiaB.Trivette
Mr.andMrs.ErlingS.Tronnes
Mr.andMrs.DavidC.Twine
Mr.andMrs.StuartF.Vaughn
Mr.andMrs.WilliamR.Wallace,Jr.
WalnutCoveColoredSchool
Mr.andMrs.J.DudleyWatts,Jr.
Mr.andMrs.DavidC.Wesson
Mr.andMrs.HardenB.Wheeler,Jr.
Mr.andMrs.WilliamT.WhitakerII
WilcoHess
Mr.andMrs.J.TracyWilkerson
Ms.CynthiaA.Williams
Mr.andMrs.JohnG.Williard
Mr.andMrs.BenS.Willis,Jr.
Mr.andMrs.J.D.Wilson,Jr.
Mr.WilliamT.WilsonIII
Ms.AnnKingWindham
Mr.JohnG.WolfeIII
Mr.andMs.JamesE.Yarbrough,Jr.
Mr.RalphW.Yokeley
PHILANTHROPISTS – UP TO $500
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 6 3 ]
LIABILITIES AND NET ASSETS
LIABILITIES:
Amountswithheldfromemployees $5,200 $6,141
Agencydeposits 1,185,295 2,113,148
Splitinterestassetsheldintrust(Note1) 38,242,912 34,927,740
Totalliabilities 39,433,407 37,047,029
UNRESTRICTEDNETASSETS:
Discretionary 27,191,094 28,137,182
Fieldofinterest 25,198,149 24,664,862
Scholarship 17,860,500 16,368,644
Studentloan 1,370,176 1,453,203
Donoradvised 116,095,115 96,118,668
Donordesignated 62,608,627 57,254,723
Agencyendowments(Note2) 15,453,717 14,006,930
Realestate 3,938,892 4,100,878
Administrative 814,539 (2,157,370)
Totalnetassets 270,530,809 239,947,720
COMMITMENTS(Note3)
TOTAL LIABILITIES AND NET ASSETS $309,964,216 $276,994,749
Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $23,790,117 and $22,782,825 as of December 31,
2012 and 2011, respectively.
Note 2: For audited financial statements, Statement of Financial Accounting Standards No. 136 classifies agency endowments as liabilities instead of net assets. However, these endowments are legal assets
of the Foundation and therefore are shown as net assets in these unaudited finanicals to mirror their treatment on the Foundation’s Form 990.
Note 3: Unpaid grant commitments from endowed funds approved by The Winston-Salem Foundation Committee amounted to $1,587,165 and $2,123,159 at December 31, 2012 and 2011, respectively.
FINANCIAL OVERVIEW
COMBINED STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS (MODIFIED CASH BASIS) DEC. 31, 2012 AND 2011
ASSETS 2012 2011
Cashandcashequivalents $19,896,356 $12,444,297
Securities 227,843,551 205,608,654
RECEIVABLES:
Studentloans 1,058,678 1,081,852
Notes - 20,033
Investmentinpartnerships 17,228,255 16,792,057
Assetsheldintrust–realestate 3,612,275 4,174,211
Building,improvementsandequipment 997,469 994,840
Splitinterestassetsheldintrust(Note1) 38,242,912 34,927,740
Otherassets 1,084,720 951,065
TOTAL ASSETS $309,964,216 $276,994,749
[ 6 4 ] F I N A N C I A L O V E R V I E W t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
COMBINED STATEMENTS OF RECEIPTS, DISBURSEMENTS, AND CHANGES IN NET ASSETS (MODIFIED CASH BASIS)YEARS ENDED DEC. 31, 2012 AND 2011
CHANGE IN NET ASSETS 2012 2011
RECEIPTS:
Donationsandbequests $29,742,196 $36,188,414
Interest,dividends,andotherinvestmentincome 3,680,965 4,867,192
Otherreceipts 161,758 270,477
Totalreceipts 33,584,919 41,326,083
DISBURSEMENTS:
Grants 20,215,868 20,865,232
Executiveofficeoperations 2,792,721 2,667,376
Trusteebanks’andinvestmentmanagementfees 676,077 63,797
Brokeragefees 40,759 27,421
Otherdisbursements 364,121 318,023
Totaldisbursements 24,089,546 23,941,849
RECEIPTSOVERDISBURSEMENTSBEFORENETREALIZEDANDUNREALIZEDGAINS(LOSSES) 9,495,373 17,384,234
NETREALIZEDANDUNREALIZEDGAINS(LOSSES) 21,087,716 (6,544,379)
INCREASEINNETASSETS 30,583,089 10,839,855
NET ASSETS
BEGINNING OF YEAR $239,947,720 $229,107,865
END OF YEAR $270,530,809 $239,947,720
03 03
207
15
18
21
31 31
24
1719
2120211
227245
269277
310
273289
300
04 0405 0506 0607 0708 0809 0910 1011 1112 12
TOTAL ASSETS (in millions) TOTAL GRANTS PAID (in millions)
These financials represent information for The Winston-Salem Foundation only and do not include the consolidation of two supporting organizations, The Millennium Fund and Partners for Homeownership, Inc.
For a complete copy of the 2012 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at [email protected], or visit our Web site at www.wsfoundation.org.
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F I N A N C I A L O V E R V I E W [ 6 5 ]
LINDAGARROU
JANETP.WHEELERViceChair Retired Vice President R.J. Reynolds Tobacco Company
J.ANDREWSHANCOCKChair
President Frank L. Blum Construction Company
TOMMYHICKMANSecretary Senior Vice President – Operations R.J. Reynolds Tobacco Company
DR.GARYGREEN STANKELLY
MIKEWELLS
DAVIDAW.MARTIN
CYNTHIAA.WILLIAMS
Former N.C. State Senator
KAYLORDRetired Executive Director and Chief Executive Officer Habitat for Humanity of Forsyth County
Partner Wells Jenkins Lucas & Jenkins
President Forsyth Technical Community College
M.CARLYLEKINLAW,JR.,CFAFinancial Advisor Merrill Lynch Retired Senior Vice President Bank of America
CORENANORRIS-MCCLUNEYCounsel Kilpatrick Townsend & Stockton
Senior Executive Vice President and Chief Corporate Communications Officer BB&T Corporation
Executive Vice President Wells Fargo
Forsyth County Attorney
COMMITTEETHE WINSTON-SALEM FOUNDATION
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.
H.VERNONWINTERSTreasurer Retired Chief Investment Officer Mellon Financial Corporation
[ 6 6 ] F O U N D AT I O N C O M M I T T E E S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
STANKELLY
Senior Executive Vice President and Chief Corporate Communications Officer BB&T Corporation
GordonW.Jenkins,Chair
JohnW.Burress,III
RobbieO.Chandler
MarianM.Douglas
LynnEisenberg
LindaD.Garrou
ScottGerding
DrewHancock
SusanG.King
DeborahS.Marshall
JimMartin
WardB.Miller
C.EdwardPleasants,Jr.
JamesK.Reaves,Jr.
AnnaReilly
NapoleonRichardson,Jr.
AmyK.Smith
KimberlyH.Stogner
MichaelA.Trawick
RandallTuttle
HayesWauford
BettyAceyAlexander
BrianAllison
ScottBauer
CheryleBelo
MaryEllenCandillo
JohnCandillo
CarmenCaruth
GwennClements
LindyEllis
JamesGallaher
PhillipGrande
CarolynGray
KathyHoyt
LamarJoyner
BarbaraLancaster
BarbaraMasi
CarolynMatthews
GeorgeMcLendon
JanetMullins
KennethRaymond
DaisyRodriguez
AvaSmith-Pegues
LarryStephenson
JaneSuitt
LindaTilley
PaulaTurner
TeresaWhite
NancyWilson
MalishaiWoodbury
KarlYena
NancyYoung
Rev.DonaldJenkins,Chair
Dr.BettyAlexander
AlisonAshe-Card
GregBrewer
TonyBurton
FlorenceCorpening
RaVondaDalton-Rann
LynnFuller-Andrews
AndreaJenkins
ChrisLeak
PaulaMcCoy
CorenaNorris-McCluney
CrystalReynolds-Jones
NapoleonRichardson,Jr.
Dr.CharlieShaw
LydellThompson
ShannonThompson
Dr.LeliaVickers
KaylaJ.Williams
AllisonBrashear,Chair
HollyMarion,Vice-Chair
AlisonAshe-Card,Secretary
AnitaBain,Treasurer
SandraBoyette
WendyBrenner
CandiceBrown
FlorenceCorpening
TonyaDeem
TriciaDeForest
AndreaKurtz
SusanMcBurney
AllisonNorton-Rimron
KarenPranikoff
LisaPurcell
GemmaSaluta
ReneeTaylor
MaryCraigTennille
AshleyVogel
ToryWhite
MariahAdams
ChaseBeason
JamillaBenton
PeterBi
SamBlumstein
WalkerCullinan
EileeneDowell
CarrieFulton
RachelGlock
HannahHarris
TaylorHill
AustinJackson
SamiLachgar
JackieLin
SofiaLyons
Te-NiaMacFarlane
JenniferMatthews
ImaniMcClure
SequoiaMiller
Bre’IdaRiddick
SUPPORTINGCOMMITTEESTHE WINSTON-SALEM FOUNDATION
2013 ASSET DEVELOPMENT COMMITTEE
THE WOMEN’S FUND OF WINSTON-SALEM2013 BOARD OF DIRECTORS
BLACK PHILANTHROPY INITIATIVE2013 ADVISORY COMMITTEE
YOUTH GRANTMAKERS IN ACTION2012–2013 PARTICIPANTS
2013 STUDENT AID COMMITTEE
t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F O U N D AT I O N C O M M I T T E E S [ 6 7 ]
OPERATIONS/SUPPORT
Scott F. Wierman — President
Lisa P. Purcell — Executive Vice President
Cici Fulton — Director, Marketing and Communications
David Gore — Director, Information Systems and Technology
Christina Perrin-Stewart — Receptionist
Leila Warren — Executive Assistant
Todd Slate — Vice President, Finance and Administration
Betty Johnson — Financial Assistant
Mary Jo Morgan — Accounting Associate
Dee Smitherman — Comptroller
COMMUNITY INVESTMENT
Michael Clements — Vice President, Community Investment
Edna Barker — Administrative Assistant, Student Aid
Betty Gray Davis — Senior Program Officer
Robin Burr DeVane — Grants Manager
Kay Dillon — Director, Student Aid
Andrea Hulighan — Program Officer
Sandra Fishel-Booth — Program Officer
Brittney Gaspari — Director, Grants
Sabrina Slade — Director, Women’s Fund
PHILANTHROPICSERVICES
Annette Lynch — Vice President, Philanthropic Services
Jonathan Halsey — Donor Services Officer
Jo Ann Kyslinger — Gifts Processor
Marisa Ray — Development Officer
Meridith Whitaker — Philanthropic Services Associate
Seated ( from left) – Michael Clements, Scott Wierman, Annette Lynch
First row – Marisa Ray, Sandra Fishel-Booth, Meridith Whitaker, Lisa Purcell
Second row – Kay Dillon, Andrea Hulighan, Christina Perrin-Stewart, Jonathan Halsey, Robin Burr DeVane, Betty Johnson, Leila Warren, Cici Fulton
Third row – Edna Barker, Jo Ann Kyslinger, Betty Gray Davis, Mary Jo Morgan, Todd Slate
Fourth row – Sabrina Slade, Brittney Gaspari, Dee Smitherman, David Gore
Design: M Creative | Cover and Story Photography: Christine Rucker; Event Photography: David Reavis and Martin Tucker | Printing: Hutchison Allgood | Story Writing: Kathy Norcross Watts
The inside pages of this annual report contain fiber sourced from well-managed forests.Scan the QR Code with your
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STAFFTHE WINSTON-SALEM FOUNDATION
[ 6 8 ] S TA F F t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t
As the city of Winston-Salem celebrates its 100th birthday in 2013, The Winston-Salem Foundation is proud to be one of the city’s oldest and most loyal friends. Since 1919, people of vision and exceptional generosity have partnered with the Foundation to improve life in Forsyth County and beyond. From an initial gift of $1,000 to having well over $300 million in charitable assets today, the Foundation is living proof of Winston-Salem’s great philanthropic history as well as a promise to its future. We join in celebrating the city’s historic centennial as we pledge our ongoing commit-ment to a community that grows ever stronger through giving.
860 West Fifth Street
Winston-Salem, NC 27101-2506
Telephone (336) 725-2382
Toll-free (866) 227-1209
Fax (336) 727-0581
www.wsfoundation.org
Confirmed in Compliance with National Standards for U.S. Community Foundations