the winston-salem foundation annual report
DESCRIPTION
2010/2009 Annual ReportTRANSCRIPT
The Winston~salem Foundation
2010 RepoRt to the Community | 2009 AnnuAl RepoRt
90YeaRs
Generosityinclusion
EXCELLENCEINTEGRITY
Values in Motion
What happens is what matters. A thoughtful community may articulate its good intentions;
it also stirs them into MOTION.
Through the daily actions of individuals, groups, and businesses,
a community’s values come to life.
ReAlITy Is AlwAys MOVING,
so our forces of goodwill must move, too. when GeNeROsITy connects with creativity;
when INTeGRITy travels boldly in every direction;
when excelleNce inspires the best of who we can be; when INclusION brings us together in trust and friendship— this is how a community becomes better, stronger, and healthier for all.
Building parks and community gardens.
Promoting the arts and shared traditions.
Helping students fulfill their dreams of attending college.
supporting programs that help people overcome life’s challenges.
It takes action to bring values to life.
And it takes people with vision to act upon their values.
Over time, this collective momentum becomes an extraordinary resource. THe POweR Of VAlues IN MOTION
For all of us, it makes great things happen.
our Mission:
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.
Year in reView 4
stories of Values in Motion 8
Grants 26
funds and donors 32
financial oVerView 54
foundation coMMittees 56
staff 58
To invest in our community by making philanthropy and its benefits available to all.
COlONel fRANcIs fRIes established The Winston-Salem Foundation
in 1919 with a $1,000 contribution. Ninety years later, your commu-
nity foundation ended 2009 with $244 million in assets, and with more than
1,200 funds established by charitable individuals, families, businesses, and
community organizations— a legacy of great growth.
In 2009 the Foundation made more than $17 million in charitable
grants —$2 million of which were directed to our Community Grantmaking
program. These Community Grants provide funding assistance for local
programs that have positive long-term impacts on our community— in
far-ranging areas including education, the arts, health, and human services.
The Foundation’s Student Aid program has helped local college-bound
students since the Leo Caldwell Fund was established in 1923 in memory of a
local student athlete who died in a high school football game. In the 2009-2010
school year, the Foundation hit a financial aid milestone — making 546 awards
totaling more than $1 million in grants, scholarships, and low-interest loans!
Today, just as in 1919, the Foundation serves as a channel, not only for
extraordinary generosity, but also for the time and talents of local people
and organizations committed to many important causes.
In this 2010 Report to the Community we celebrate only a few of the
hundreds of stories of donors, community nonprofits and initiatives that
have made this community the special place that it is today. As you will see,
these stories also reflect the Foundation’s core values of generosity, inclusion,
integrity, and excellence.
As you interact with individuals and organizations throughout our
community, we’d like you to keep in mind how these values are constantly
in motion, making Winston-Salem, Forsyth County, and our region alive
and vibrant with extraordinary goodwill and a belief that we can always
improve upon where we are today.
By honoring our rich philanthropic history, we also embrace the exciting
and diverse path that lies ahead for all of us. We believe our community’s future
to be bright, and the Foundation is most excited to be moving ahead with you.
Paul M. wiles, Chairman the winston-salem foundation committee
scott f. wierman, President the winston-salem foundation
Message from the President and committee chairman
2010 community luncheonceleBRATING 90 yeARs Of VAlues IN MOTION was the theme for
the Foundation’s 2010 Community Luncheon in May, which was attended
by a large and enthusiastic crowd of more than 800 community members.
The luncheon program kicked off with rhythmic drum and guitar
performances by performers from the Hispanic Arts Initiative. Speakers
for the 90th anniversary celebration included current and past Foundation
Committee members, leaders from Winston-Salem’s nonprofit community,
as well as Foundation donors — all encouraging those in attendance to
increase their involvement with both the Foundation and the community
by sharing their time, talents, and treasures to make this a better community
for all.
The audience learned of the many contributions made to our commu-
nity by Doug Lewis, the recipient of the 2010 Winston-Salem Foundation
Award. The 2010 ECHO Awards were also announced and presented to
five recipients with very different missions, yet all sharing social capital-
building as a common thread.
Year in review
As a special commemoration of our
90th year, the Foundation shared eight
videos highlighting three donors, three
Community Grant recipients and two
Foundation initiatives that have and will
continue to make positive impacts in our
community. These stories can also be
found in written version in the “Stories
of Values in Motion” section in this report.
The Foundation sincerely appreciates
the 48 generous sponsoring organizations
that helped make this special community
event possible, and we look forward to the
next Community Luncheon to be held in
the spring of 2011.
yeAR IN ReVIew
Community members enjoy lunch before the program.
Former Foundation Committee member John Medlin
Performers from the Hispanic Arts Initiative
The Winston-Salem Foundation Award FIRST BESTOWED in 1996, The
Winston-Salem Foundation Award
is given to individuals who have
demonstrated the Foundation’s
values of generosity, excellence,
inclusion, and integrity in a
community activity or on behalf
of a community organization.
The 2010 Winston-Salem
Foundation Award, the Foundation’s
highest honor, was awarded to Douglas R. Lewis at the Community Luncheon
in May. Doug has spearheaded two large-scale projects that have the ability to
substantially change the face and heart of Winston-Salem. First, he provided strong
leadership in the recent redevelopment of the Southeast Gateway area, resulting in
new residential and mixed-use development and improved connectors with public
greenways and park land. He is also focusing his time on a current opportunity to
redesign the bridges that cross US-52 and I-40 downtown in order to reunite the
city—in both physical and spiritual terms. He has helped create a new nonprofit
organization, the Creative Corridors Coalition, to make this dream a reality.
Also instrumental in the development of SECCA, the Sawtooth Center,
and the Stevens Center facilities, Doug has served on many local boards and
committees, including those for Old Salem, The Special Children’s School,
Winston-Salem Urban League, and Wake Forest University, just to name a few.
Doug was selected by a committee comprised of members of various
Foundation committees as well as the community-at-large. With the $10,000
grant award that he received, Doug has designated $8,000 to the Creative
Corridors Coalition, $1,000 to Leadership Winston-Salem, and $1,000 to
Goler Community Development Corporation.
ECHO AwardsTHE ECHO AWARDS, established in 2001 and presented annually at the
Community Luncheon, honor individuals or groups that are connecting
and building trust among people. ECHO (Everyone Can Help Out) Award
recipients have been “caught in the act” of creating social capital by building
trusting connections among people — making our community safer, stron-
ger and more understanding.
The 2010 ECHO Awards were presented to: Nathan Ross Freeman
and Lynn Rhoades for co-founding Authoring Action; Clark Harper for
developing the Event-O-Rama Web site; Sue Kent for coordinating diverse
Habitat for Humanity builds; Seeds of Love for Errol for building com-
munity in the Washington Park neighborhood; and Winston-Salem State
University Black Men for Change for their volunteer leadership in the
community.
Award winners were selected by a committee representing the Foundation,
the ECHO Council, and the community-at-large, and each received $1,000
to grant to a nonprofit of their choice.
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Douglas R. Lewis, recipient of The Winston- Salem Foundation Award
2010 ECHO Award Recipients
leadership initiativesTHe fOuNdATION suPPORTs INITIATIVes with diverse groups in order to expand philanthropy among individuals in our community.
Black Philanthropy InitiativeTHe BlAck PHIlANTHROPy INITIATIVe (BPI) seeks to build philan-
thropic relationships with the African-American community by expand-
ing models of charitable giving through education and engagement.
Led by a group of African-American volunteers, BPI established the Black
Philanthropy Fund to support issues that impact the African-American
community, with a special focus on education, financial literacy, and
parenting and life skills training.
In February 2010, BPI awarded grants totaling $17,500 in the
second annual grant cycle of the Black Philanthropy Fund. Grants were
awarded to four local nonprofit organizations for programming that
addressed BPI’s selected 2009 focus area of financial literacy.
BPI will
kick off its third
grant cycle in late
summer 2010 by
requesting propos-
als for program-
ming focusing on
parenting skills
development
in the African-
American com-
munity. Grant
recipients will
be announced in
early 2011.
The women’s fund of winston-salemsINce ITs INcePTION IN 2006, this diverse group of nearly 800
women and girls has awarded nearly a half million dollars to organizations
working to improve the lives of women and girls in our community.
In November 2009 The Women’s Fund held its fourth annual
awards luncheon, an important event to announce the Fund’s 2009
grantees and connect a community of female donors and supporters
to issues that impact women and girls. Wake Forest University Provost
Jill Tiefenthaler served as the keynote speaker, sharing her thoughts
on “The Differences Made by Women and Girls,” with reflections on
the current economic status of American women as well as the collec-
tive assets that women can leverage to make a difference. More than
$162,000 in grants to 11 nonprofit organizations were also announced.
The Women’s Fund’s 2010 grant recipients will be announced at their
fifth anniversary luncheon to be held in November 2010.
yeAR IN ReVIew
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Representatives from four grantee organizations—Consumer Credit Counseling Services of Forsyth County, Darryl Hunt Project for Freedom and Justice, Family Services/Head Start, and Grace Presbyterian Church—at the February 2010 BPI grants announcement
Women’s Fund grants committee member Gwenn Clements presents grant award to Sylvia Oberle of Habitat for Humanity.
In April 2010, the Women’s Fund released a groundbreaking report:
Through a Gender Lens: The Economic Security of Women and Girls in
Forsyth County, the first research of its kind to focus specifically on
the economic circumstances of women in Forsyth County. The com-
plete report as well as historical grant listings may be accessed on The
Women’s Fund’s Web site at www.womensfundws.org.
youth Grantmakers in ActionyOuTH GRANTMAkeRs IN AcTION (yGA) is a diverse group of
teenagers who work together to develop guidelines, solicit proposals,
and make grants to youth-led projects in Forsyth County. YGA grants
are funded through the Youth Philanthropy Initiative Fund of The
Winston-Salem Foundation. In addition to receiving donor contribu-
tions, the endowment fund grows each year through YGA participant
fundraising.
Representing 12 area high schools in the 2009-2010 school year,
YGA members met regularly to plan the grant application and selection
process. In 2010, YGA made four grants totaling $1,535 to groups of
youth who: raised breast cancer awareness and encouraged students to join
a high school Race for the Cure team; prepared meals for families staying
at the Ronald McDonald House; purchased school supplies for a youth-
led elementary school mentoring program; and organized a dedication
ceremony for a youth-built Habitat for Humanity house.
YGA members and grantees at February 2010 grants celebration
Teambuilding activities at YGA’s annual retreat
VALUES in Motion
For more than 90 years, The Winston-Salem Foundation has served as a trusted channel for the
extraordinary generosity and talents of local people and organizations committed to important causes
and the overall betterment of our community.
In the following profiles, you will discover a variety of passions and commitments, but they all share
one fundamental and essential quality—the triumph of values in motion. Reflected in them all are
the Foundation’s values—generosity, inclusion, integrity, and excellence. This is what happens when a
community not only stands for something but also moves with purpose. In this way, we build upon
our rich philanthropic history and look forward to our collective future.
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 va l u e s i n m ot i o n [ 8 – 9 ]
Carolina MusiC Ways has received six
foundation grants since it was first established
with a 2000 grant from the ecHO fund. In 2009,
the foundation awarded a grant to help fund
elementary school performances of the Carolina
Music Ways Old Timey Radio Show.
sweet sounds of Heritage
iT’s HARd TO Tell wHO Is HAVING MORe fuN — the Easton
Elementary School students in the audience or the Carolina Music
Ways musicians who are performing songs from the Yadkin Valley’s rich
musical tradition.
As soon as the band begins with “Tom Dooley,” the youngsters start
clapping to the beat. It doesn’t matter to them that the show includes a
compilation of traditional blues, jazz, bluegrass, gospel, Moravian, old-time
string band and early R&B—the Carolina Music Ways Old Timey Radio Show
has them laughing out loud and singing along while they subtly learn the history
behind the tunes.
The variety of musical genres shows that “no matter where these people are
from or what race … this thing called music, there’s a way it bridges a gap and
brings people together in a beautiful way,” says bass player Matt Kendrick. “That’s
one of the reasons I’m a musician. The communication factor of it is universal.
It doesn’t necessarily have anything to do with words. People dig it.”
Trumpet player Joe Robinson has loved jazz ever since he was a child.
Before he joined the Carolina Music Ways group, jazz was “the only music I
ever thought was important. By joining this group; I began to say, ‘Man, these
guys are good with these banjos. I started respecting that music … . We began
to just love one another and talk, then I found out how the music was con-
nected from way back. It just has made a difference in my life.”
Joe remembers that when he was a child, he saw someone play the trumpet
at his school and he immediately wanted one. “It can start at any age. I know
every time we play at a school we get somebody, somebody’s going home think-
ing about it.”
The show, with its multicultural band, brings people together in under-
standing what we share in common, Matt says. The show’s script pays tribute
to a variety of regional musical greats such as John Coltrane, Doc Watson, the
5 Royales, Shirley Caesar, Tommy Jarrell, Blind Boy Fuller and the Salem Band.
While the Foundation’s support has enabled these professional musicians
to share their passion for music, Joe confesses that he feels compelled to play
for a good cause. “The love the kids gave us today,” he says, “that’s magical
stuff. It can’t be bought.”
CoMMuniTy GranTs
CAROLINAMUSICWAYS
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duRING fAMIly dINNeRs with his grandparents, Ann and Clay Ring,
Hayes Wauford learned lessons that would not only impact his life, but
that would also enable him to impact the lives of others.
His grandmother showed him that people were her priority.
“She was always looking for a way to help other folks,” Hayes says.
“The relationships she built
with folks from every walk of
life and every race and reli-
gion, across all boundaries,
were amazing.”
Ann Ring joined The
Winston-Salem Foundation
Committee in 1996 where
she became a passionate
advocate for ECHO, the
Foundation’s initiative
to build social capital in
the community. She also
served on many boards,
including Horizons
Residential Care Center,
SciWorks, and Old Salem,
where she chaired two
capital campaigns. She
was the first female board chair of the United Way and the first woman to win
the Alex de Tocqueville Leadership Society Award, the organization’s highest
award recognizing lifelong community service and philanthropy. Before her
death in 2009, Ann was also serving as co-chair of the capital campaign for
The Children’s Home.
His grandmother’s commitment to volunteerism left an impression on
Hayes, who recalls, “She wanted to teach others: You can give in so many ways.”
Growing up, he saw that not everyone had the same opportunities, and
he says his grandmother understood how difficult that was to reconcile. “She
taught me to pass along what you’ve been given to others who’ve not been
given as much.”
Ann’s philanthropic legacy remains strong, and Hayes still learns valuable
lessons from his grandfather each day, as he and Clay now work together at
their construction and property management company.
A number of years ago, the Rings established an unrestricted fund that
supports the Foundation’s Community Grants to a wide range of nonprofits
each year. Ten years later, Hayes and his wife Amy followed his grandparents’
lead and established their own unrestricted fund at the Foundation.
Unrestricted funds such as these give the Foundation the ability to place
resources in the community where and when it deems they will be the most
effective, and that was important to both generations of the Ring family. “I
couldn’t think of better people to trust with giving,” says Hayes. “They cer-
tainly know the needs of the community much better than we do, and the
needs are changing.”
“The relationships she built
with folks from every walk of
life and every race and reli
gion, across all boundaries,
were amazing.”
Winston-Salem Foundation
a legacy of service theRINgfAMILY
foundaTion donors
The ann and Clay rinG fund, an unrestricted fund,
was established at the foundation in 1997. The Hayes
and Amy wauford fund was established in 2007, also as
an unrestricted fund. The foundation is most grateful for
Ann’s leadership and many contributions to our organiza-
tion as well as to our community.
Hayes Wauford and Clay Ring (pictured)
foundaTion iniTiaTives
eChONetWORk
j eff sMITH didn’t intentionally set out to build social capital when he
started Smitty’s Notes in 1997, but the online newsletter he developed
very quickly engaged residents and provided a community connectedness
that The Winston-Salem Foundation had been seeking.
“I think we found each other,” Jeff says. Both he and the Foundation
were asking the same question: How do we get people connected to each
other? “It’s really serendipitous.”
Studies show that when a community’s social capital is high, people work
better together, neighborhoods are safer, schools are more effective, health and
mortality rates improve, government runs more smoothly, and resources are
more equally shared.
To bolster social capital, in 1999 the Foundation created the $2.5 mil-
lion ECHO (Everyone Can Help Out) Fund to make grants over five years for
social capital-building programs. In 2003 the ECHO Council was formed
by the Foundation to incubate and advocate for social capital-building pro-
grams in our community. Jeff Smith was asked to join the Council as a
founding member.
At that time, the ECHO Council saw that a key community issue was
finding a way to bring volunteerism into the 21st century.
“We made it our flagship effort,” Jeff says. This early
work evolved into HandsOn Northwest North Carolina,
which provides essential technical assistance to nonprofits
as well as a Web-based volunteer matching portal that
enables people to match their skills with volunteer oppor-
tunities at local organizations.
Jeff points to the individuals and industries that
founded the city and notes, “We’ve always been a giv-
ing community. What we’re trying to do is to get people
engaged organically—that’s what social capital is all
about.”
He continues, “I can feel it: Winston-Salem is not
the same place it was when I started doing Smitty’s Notes
in 1997. I think folks are a lot more energized, a lot more
engaged and a lot more aware of what’s happening.”
everyone can Help out
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In 2009, The ecHO council, which was created by and has
been supported by the foundation since 2003, became the
eCho neTWork, an independent nonprofit that continues
to support social capital-building in forsyth county.
current initiatives sponsored by the ecHO Network include
conversation groups, Timebanks, and storyline, a local story
sharing initiative.
Jeff Smith (pictured)
The WilliaM h. and lena M. PeTree TrusT,
a student aid endowment, was established in 1996 by
lena Petree in honor of her husband’s 75th birthday.
The Petrees’ legacy continues: since its inception, the
Trust has provided scholarships for 37 local students
to attend college.
Mary Jo Murphy and Bill Petree Jr. (pictured)
Paying it Forward
the son of an electrical contractor, Bill Petree Sr. never
forgot what it meant to have someone help him go to college.
After finishing high school in 1940, Petree told his minister, Dr. Douglas
Rights, that he planned to go to work in the fall with his father. Rights, who
also served on the UNC-Chapel Hill Board of Trustees, asked if he had ever
considered going to college. He took the young Petree to UNC-Chapel Hill
for an interview and he was admitted.
However, he still lacked the money for tuition.
Petree had heard that student aid was available at The Winston-Salem
Foundation, and he applied for and received a $600 loan to go to college.
“I think that’s why he wanted so badly to give back to the community
because the community gave to him to get him started on his educational
career,” Mary Jo Murphy says of her father, who later attended law school
and eventually became one of the managing partners of the venerable Petree,
Stockton and Robinson law firm in Winston-Salem.
“He really appreciated the fact that education could open doors for a
person. He wanted other people to have a good education so they could make
the most of their lives. He really encouraged excellence.”
Mary Jo remembers how frugal her father was, folding and reusing paper
napkins, using pencils down to nubs and turning off an overhead light if a
desk lamp would do. Those habits not only set a good example for his chil-
dren, but also enabled him to save more to help young people who needed
financial assistance for college.
Bill Petree Jr. recalls his father talking about “the snowball effect:” “If
you lived beneath your means and kept setting money aside, the snowball
would grow,” Bill says. “He firmly
believed all the gifts he’d received
were gifts from God, and there-
fore he had a responsibility to
give back.”
Among his many leader-
ship roles related to community
service, Petree served on The
Winston-Salem Foundation
Committee from 1968-1979.
His connection to the Foundation
continued to grow, and for his
75th birthday, his wife Lena
established a scholarship fund in his honor, which he continued to support
throughout his lifetime.
“Education was something he wanted to leave as a legacy,” Bill Jr. says.
Their parents also both enjoyed Foundation events in which they could
meet the students that their fund had supported. “Mother and Daddy loved
putting names and faces with the people who’d received the scholarships,”
Mary Jo recalls.
Bill Jr. shares, “That’s a great gift to have given to you as a child: To learn
how to give back to the community.”
the petree family
foundation donors
Bill Petree Sr. and Lena Petree with children Mary Jo and Bill Jr.
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youTh GranTMakers in aCTion was created
by the foundation in 2005 to give area youth the
opportunity to gain leadership experience, represent
their age group in the community and grant money to
youth-led projects that will have a positive impact in
forsyth county. In the 2009-2010 school year, yGA
had 19 diverse members representing 12 different area
high schools.
Brittany Jenkins and Rev. Donald Jenkins (pictured)
the future is Bright
tHe ReV. dONAld JeNkINs and his wife Denise think it’s important
that their daughter Brittany care about her community, which is why they
were thrilled with her involvement in the Foundation’s Youth Grantmakers in
Action program while she was a teenager.
Youth Grantmakers in Action (YGA) members are selected to serve
throughout a school year and bring to the group diverse backgrounds and
experiences. Members, from ages 15 to 18, develop leadership experience while
gaining a greater understanding of the community and issues impacting local
youth. Youth represent their community, voice their opinions, build group
consensus, and make grants to youth-directed projects in Forsyth County.
YGA offered Brittany an opportunity to go beyond her church activities,
schoolwork, and dance, and she developed a passion for philanthropy that she
intends to pursue in her studies at UNC-Chapel Hill. Through YGA, she met
students from many other high schools, and says, “We all became closer and
connected.”
“I learned about making rational, good decisions,” she says. The teens
learned to be responsible for their decisions about who was funded and how
much to give to each group. They learned to think critically about applications.
“She was very conscientious about the kind of work that she needed to do,”
her father says. She understood that she needed to be involved and to share her
opinions, “which she doesn’t have a problem doing,” he adds with a smile.
Rev. Jenkins extends the family’s relationship with the Foundation as
member and chair of the Black Philanthropy Initiative (BPI), which supports
issues and makes grants for programming that positively impacts the African-
American community.
As a minister, Rev. Jenkins has always considered investing in the com-
munity to be part of the church’s role; however, he says that working with BPI
helped him to see that philanthropy can be personal. He’s looked for ways to
set aside his own funds, and adds, “I’ve become a little small-time philanthro-
pist.” Brittany has followed suit by donating birthday and Christmas money
to the Bethesda Center for the Homeless; she is also now actively leading the
formation of a YGA alumni group.
“Before getting into YGA I really didn’t know what philanthropy was,”
Brittany says. “I didn’t know I could have a direct impact. YGA has taught me
to take yourself out of the equation and just think about the people that you
are affecting. It’s about helping the community.”
YOUthgRANtMAkeRSINACtION
foundaTion iniTiaTives
Brittany (l) with fellow YGA members in 2007
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SeNIORSeRvICeS
m ANy AfTeRNOONs AT THe elIzABeTH ANd TAB wIllIAMs
Adult Day Center, an elderly gentleman with Alzheimer’s disease
receives a $10 bill on his way out the door, “payment” for his daily help at
the Center by cleaning up and playing a musical instrument. And as he makes
his way back to the Center the next morning, his wife discretely gives the $10
bill back to a staff member to be given to her husband again later in the day.
Since Senior Services’ Elizabeth and Tab Williams Adult Day Center
opened in 2000, many such poignant stories can be told, as the Center has
already served thousands of community members with memory loss.
Richard Gottlieb, President and CEO of Senior Services, notes that for
participants “it’s a chance to continue to be engaged with the community
and with others…to have a reason to get up and get dressed and be a part of
something —that’s really what everyone wants to do,” Gottlieb says. “That’s
part of our mission at Senior Services: To treat people with dignity, to look at
them not as invalids or invalid but to look for what is valid, what is still very
much a part of what they can accomplish and what they can do.”
For caregivers, the Center also provides a chance to continue with their
daytime work and other family responsibilities with the knowledge that their
loved ones are in a safe and nurturing environment, as evidenced by its recent
national recognition as the top adult day center in the United States.
Since the organization was established in 1962, Senior Services has
responded proactively to the exponential growth of Forsyth County’s senior
population. In 2006, the new Senior Services Center opened on Shorefair
Drive, enabling the organization to increase its in-home services to those
elderly who are frail and need human contact.
Another major accomplishment has been eliminating the waiting list
for Meals-on-Wheels. “Today more than 1,200 seniors are enrolled in the
Meals-on-Wheels program and are being visited by a whole host of volunteers
and staff each day for that vital contact they need,” Gottlieb says. Meals-on-
Wheels currently operates three nutrition programs that provide hot meals,
groceries, and frozen meals to the homebound elderly in Forsyth County.
Gottlieb notes, “It’s a wonderful program, but it’s also a wonderful part-
nership that Senior Services has with The Winston-Salem Foundation.”
Partnerships to serve older adults
CoMMuniTy GranTs
[ 2 0 – 2 1 ] VA l u e s I N M OT I O N 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
Richard Gottlieb, President and CEO of Senior Services
Over senior serviCes’ history, foundation grants have
funded programming for scholarships for older adults to
attend the williams day center, for nutritious meals for older
adults through the Meals-on-wheels program, and for capi-
tal campaigns for both the senior services center and the
williams day center. senior services established the senior
services endowment at the foundation in 1994 and the Anne
and Bill Magness Meals-on-wheels fund in 1998.
a Path to self-sufficiency
gRANdMOTHeR JAckIe BAldwIN’s journey to home ownership is
a testament to the comprehensive strategies offered by Experiment in
Self-Reliance that enable individuals and families to become self-sufficient.
Jackie, a breast cancer survivor who is also a single mother, first completed
ESR’s Self-Sufficiency program, which included helping her earn a degree at
Winston-Salem State University. With ESR’s support, Jackie also received her
Earned Income Tax Credit, completed the agency’s intensive home ownership
program, and eventually was able to purchase her own home.
Lessons in economic literacy that lead to long-term financial success have
become a mainstay of the nonprofit agency, which was established in 1964
with an initial focus on community outreach and, later on, providing immedi-
ate financial assistance.
Executive Director Twana Wellman-Roebuck explains, “We have gone
through an evolution as an agency. We’ve moved from an emergency assistance
model to a self-reliance model.”
In what she views as the most successful part of the model, ESR’s Self-
Reliance program utilizes 18 case workers to work one-on-one with clients to
develop individual case plans that map out strategies to empower self-reliance.
Case workers assist in identifying the client’s critical needs as well as opportu-
nities for vocational training and improving skill sets. Clients take classes in
financial literacy, which teach them to more effectively examine their expenses,
manage money, and balance their accounts. Clients also develop a savings plan
through the NC Saves program, in which local bankers help clients establish
free or low-cost banking relationships.
Some clients, such as Jackie, go on to complete the Individual Development
Account (IDA) program, a rigorous 10-month financial literacy program that
starts the savings process for a house down payment and provides individuals with
strategies to succeed in home ownership.
In addition to these vital programs, ESR works with the Chamber of
Commerce, Forsyth Tech, and Joblink to identify trends in employment so
that clients can acquire relevant skills for the jobs available today.
“We want to make sure people are prepared for jobs when those jobs are
there for them,” Twana says. “We have to be cognizant of the needs of all the
components of the community. We all are one.”
expeRIMeNtINSeLf-ReLIANCe
CoMMuniTy GranTs
Twana Wellman-Roebuck, Executive Director of Experiment in Self-Reliance
[ 2 2 – 2 3 ] VA l u e s I N M OT I O N 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 has provided Community Grants to
ExpErimENt iN SElf-rEliaNCE throughout ESR’s
history, including grants supporting the IDA program,
funding a caseworker for the Transitional Housing
program, and funding a strategic planning process.
Jackie Baldwin and family (pictured)
tHE JamES a. Gray ENdOwmENt was established
in 1946 as a designated fund to benefit the following
North Carolina schools and colleges: Brevard College;
Davidson College; Duke University Divinity School;
Greensboro College; High Point University; Louisburg
College; St. Mary’s School; Salem Academy & College;
UNC-Chapel Hill; Wake Forest University Baptist
Medical Center; and Winston-Salem State University.
It remains the largest individual fund at the Foundation.
Aurelia Gray Eller (pictured)
thegRAYfAMILY
jAMes A. GRAy’s PAssION for education is evidenced by the establish-
ment of his $1.7 million endowment in 1946 to 11 North Carolina
schools, colleges and universities—even including his alma mater’s rival as a
grant recipient.
Before graduating from UNC-Chapel Hill
in 1908, James A. Gray served as a team football
manager, and the UNC-Duke rivalry was already a
Tar Heel tradition. However, in 1950 his daughter
Aurelia Gray Eller would attend Duke University
because at that time Carolina didn’t allow women to
enroll until their junior year. As a way of ensuring
her team loyalty, her father made her promise three
things: never to play a sport against UNC; always to
sit on the Tar Heel side when they played Duke; and
she also had to promise not to marry a Duke man.
“He had a sense of humor,” Aurelia recalls.
“And yet he was strong; once you promised him
something, you’d better stick to it.”
The former president of R.J. Reynolds Tobacco Co., Gray also served on
the Board of Directors at Wachovia Bank. He was married to Pauline Bahnson
Gray, who grew up in Old Salem and was active in the community’s restoration.
During his two terms in the N.C. State Legislature, Gray ensured that
schools, especially colleges and universities, received significant funding.
Aurelia says, “He thought that if young people were going to be leaders and
movers and shakers in this economy and in this country, they had to have an
education.”
Gray’s initial $1.7 million endowment has now grown into a $15.5 mil-
lion fund, and in the last 10 years alone it has granted a total of nearly $9.6
million to the 11 designated learning institutions it supports annually—this
figure alone constitutes more than five times his ini-
tial gift. His foresight in investing in education will
continue to have a lasting impact in improving and
supporting higher education in his beloved state—
in perpetuity.
At James A. Gray’s funeral at Centenary United
Methodist Church in 1952, Dr. Mark Depp aptly
noted, “If it is true that the only riches a man can
take with him when he dies are the riches he has
given away during his life, then how very full must
be the hands of James Gray today.”
Aurelia, who is on the Board of Directors for
the Arts Council of Winston-Salem and Forsyth
County and is an active member of St. Paul’s
Episcopal Church, served for nine years on the
Winston-Salem State University Board of Trustees. A supporter of the city’s
new baseball stadium, she’s thrilled to see downtown Winston-Salem thriving.
In addition to her own contributions, she now often requests funds for
worthy community organizations. “I feel the responsibility for carrying on,
as did my brothers and sisters,” she says. “You never feel like you’ve done
enough.”
a legacy of education
foundaTion donors
James A. Gray
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 VA l u e s I N M OT I O N [ 2 4 – 2 5 ]
CoMMuniTy GranTs from the Foundation’s unrestricted and field
of interest funds are focused in seven program areas: Arts and Culture,
Education and Recreation, Health, Human Services, Older Adults, Public
Interest, and Youth. A comprehensive list of 2009 Community Grants
is provided on the pages that follow. For information on Community
Grantmaking application procedures, please refer to the “Grant Seekers”
section of the Foundation’s Web site at www.wsfoundation.org.
advised GranTs connect donors with the power of philanthropy
through advised funds and funds that are advised by committees and others.
While final grant decisions rest with the Foundation Committee, donors’
preferences are considered carefully in awarding grants from these funds.
desiGnaTed GranTs ensure long-term annual support from a fund’s
income for one or more organizations identified by the donor at the time
the designated fund is created.
sTudenT aid sCholarshiPs, GranTs and loans are made
through the Foundation’s Student Aid Program to assist individuals
in their post-secondary education. For additional information on
Student Aid application procedures, go to the “Students” section of
www.wsfoundation.org.
types of Grants
sinCe our esTaBlishMenT in 1919, the Foundation and nonprofit organizations have been essential partners in making this a healthier place to call home. In 2009, the Foundation awarded a total of $17 million in grants, including nearly $2 million in Community Grants to local nonprofits. The Foundation’s Student Aid Program provided 546 student awards in the 2009-2010 school year, with more than $830,000 distributed in scholarships and grants and $174,000 in low-interest loans.
Grants2009
[ 2 6 – 2 7 ] 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
The following organizaTions received funding for CommuniTy granTs from the Foundation in 2009. These organizations, listed by
program area, cross geographic, cultural and racial divides as they serve our community. Grant totals also have been provided by program area for 2009
grants committed from designated and agency endowment funds and advised funds.
arts and CultureOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)
Arts Council of Winston Salem and Forsyth County
$75,000 to support a strategic marketing initiative Charles Babcock, Jr. Field of interest Fund, Samuel A. and Roslyn S. Harris Fund
Carolina Chamber Symphony $5,000 for marketing costs for a new concert series Samuel A. and Roslyn S. Harris Fund
Carolina Music Ways $2,210 to educate students about the region’s musical heritage Samuel A. and Roslyn S. Harris Fund
Downtown Arts District Association $5,000 to support the restoration of a mural in the Arts District Earline heath King Fund, Vicki Van Liere Helms Art Fund, Mary Reynolds Babcock Cultural improvement Fund
Enrichment Center, inc. $17,000 to support a sculpture garden Eugene and iola Daniels Memorial trust Fund for the Mentally Handicapped
Hispanic Arts initiative $4,832 to implement an advertising campaign Community Arts Fund, Mary Reynolds Babcock Cultural improvement Fund
Little theatre of Winston Salem $28,000 to support a marketing assistant Community Arts Fund, Walter V. and Martha W. Murray Advised Fund
north Carolina School of the Arts Foundation, inc.
$8,000 to support the expansion of the preparatory dance program for a second year
Walter V. and Martha W. Murray Advised Fund, Charles Babcock, Jr. Field of interest Fund, Eisenberg Family Fund for Arts and Culture
Piedmont Chamber Singers $5,000 for a marketing consultant to create a marketing campaign Samuel A. and Roslyn S. Harris Fund
Piedmont opera $1,000 to support board development Eisenberg Family Fund for Arts and Culture
Sawtooth School for Visual Art $13,000 for Web site development and organizational brochures Charles Babcock, Jr. Field of interest Fund
Southeastern Center for Contemporary Art $20,000 to support a development professional Charles Babcock, Jr. Field of interest Fund
Southeastern Center for Contemporary Art $25,000 for a strategic plan Charles Babcock, Jr. Field of interest Fund
UnC School of the Arts $10,000 to support the fourth Magnolia Baroque Festival Walter V. and Martha W. Murray Advised Fund, Charles Babcock, Jr. Field of interest Fund
Winston Salem Children’s Chorus $9,000 for marketing and advertising Samuel A. and Roslyn S. Harris Fund
Winston Salem Symphony $15,000 to help fund a marketing and development assistant for a third year Samuel A. and Roslyn S. Harris Fund, Walter V. and Martha W. Murray Advised Fund
Winston Salem theatre Alliance $20,000 to fund a marketing and development consultant and advertising materials
Charles Babcock, Jr. Field of interest Fund, Walter V. and Martha W. Murray Advised Fund
grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS $263,042
GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS $141,290
GRAntS CoMMittED FRoM ADViSED FUnDS $829,721
tOtal 2009 grantS COmmitteD tO artS anD Culture $1,234,053
Grants
publiC interestOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)
American Red Cross/northwest nC Chapter $15,000 to help children and adults in fire prone areas learn about fire prevention
Robert Edwin taylor and Margaret Long taylor Memorial Fund, Walter V. and Martha W. Murray Advised Fund
Downtown Winston Salem Partnership $10,000 to support a development position Richard E. Ashburn trust
ECHo Awards $5,000 2009 ECHo Award Designation Carolina Steel Endowment Fund
ECHo Council $140,000 to provide operational and programmatic support the Community Fund, Carl W. and Annie M. Harris Endowment Fund
ECHo network $138,500 to foster enriching, trusting, and long lasting relationships among diverse people.
BB&t Fund, Lillian S. Stultz Fund, the Community Fund, James R. Hankins Fund, Howard Gray Endowment
Forsyth Futures $60,000 to fund a community collaborative to improve positive outcomes for children, adults, and families
Katherine W. otterbourg Fund, Edward S. and Barbara t. Beason Advised Fund, John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust, John W. and Alice Rose Alspaugh Memorial Funds
Garden Club Council of Winston Salem and Forsyth County
$2,000 to build social capital by expanding community gardens in Forsyth County
Anne Hanes Willis Fund, Drane V. McCall Fund for WinstonSalem Beautiful
Habitat for Humanity of Forsyth County $48,000 to support the Cherry Street neighborhood Build Spencer and nell Waggoner Charitable Fund Unrestricted, Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara t. Beason Advised Fund, John A. and Marguerite B. taylor Fund, Christopher Richard Eagan Fund
Handson nWnC $60,000 to support capacity building for nonprofits and increase volunteerism
Ann and Clay Ring Fund, James R. Deadrick Fund, Walter V. and Martha W. Murray Advised Fund, Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund Unrestricted
Leadership Winston Salem $25,000 to help support a part time development professional the Community Fund, Lila Church Bradford Memorial Fund
neighbors for Better neighborhoods $50,000 to support the development of community assets in neighborhoods Lila Church Bradford Memorial Fund, Walter V. and Martha W. Murray Advised Fund
new Winston Museum $18,000 for exterior improvements to the interim museum building Anne Hanes Willis Fund
north Carolina Victim Assistance network $5,000 to provide information and training for crime victim service providers and crime victims
Chrissy Gallaher Victim’s Assistance Fund
Piedmont Land Conservancy $10,000 for a development professional Wachovia Bank of north Carolina Fund
Presbyterian interracial Dialogue $5,000 to support PiRD, temple Emanuel, and Masjid Al Muminun in building a Habitat for Humanity House
Bess Gray Plumly Fund
Rufus Dalton Awards $4,000 to award the Rufus Dalton Award to four officers who were injured in the line of duty
Rufus W. Dalton trust
Rural initiative Project, inc. $5,000 to support the relocation and restoration of Red Bank School James A. Gray Family Fund
triad Community Kitchen $20,000 to support the development of Providence Restaurant, a nonprofit restaurant to provide long term employment training
Charles Babcock, Jr. Discretionary Fund
yMCA of northwest north Carolina $70,000 to support the capital campaign Bill and Helene Halverson Fund, Ava Gardner Fund, J. Frank and Mary S. Mock Fund, thomas H. Davis Advised trust, Camp Robert Vaughn Fund, Edna B. Parkin Georges youth Fund
grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS $690,500
GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS $125,556
GRAntS CoMMittED FRoM ADViSED FUnDS $1,594,270
tOtal 2009 grantS COmmitteD tO PubliC intereSt $2,410,326
older adultsOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)
Senior Services, inc. $93,750 to provide nutritious food to homebound older adults through the Meals on Wheels program
Harriet taylor Flynt Fund, Edward S. and Barbara t. Beason Advised Fund, Walter V. and Martha W. Murray Advised Fund, otis B. and Genevieve Parrish Fund, Sturmer Samaritan Fund
grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS $93,750
GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS $180,664
GRAntS CoMMittED FRoM ADViSED FUnDS $355,906
tOtal 2009 grantS COmmitteD tO OlDer aDultS $630,320
Grants
eduCation and reCreationOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)
Arts Based Elementary School $12,000 to fund the documentation of arts integrated teaching practices for a second year
Samuel A. and Roslyn S. Harris Fund
Carter G. Woodson School of Challenge $37,884 to fund a library media specialist A. F. Clement trust Fund, Katherine W. otterbourg Fund, Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara t. Beason Advised Fund
the Children’s Center for the Physically Disabled
$2,000 for a student enrichment opportunity Claire Lockhart Follin Mace Fund
the Children’s Center for the Physically Disabled
$55,000 to fund a development and donor relations officer for a second year Claire Lockhart Follin Mace Fund
Downtown Middle School $25,513 to help fund sustainable classroom technology Jessica t. Fogle Fund, A. F. Clement trust Fund
Forsyth Education Partnership $9,000 for school board election voter guides and two informational workshops for potential and declared candidates
J. C. tise Fund, Robert A. and Constance C. Emken Education Fund
Forsyth technical Community College Foundation, inc.
$42,000 to support the Analytical training Center of the Bionetwork Pharmaceutical Center
Charles Babcock, Jr. Discretionary Fund
Reagan Fine Arts Booster $3,000 to provide music education for Forsyth County students Samuel A. and Roslyn S. Harris Fund
Winston Salem Street School $20,000 to provide support for accreditation and development activities Jessica t. Fogle Fund, Elizabeth Lovett Education Endowment, Harvey Seward Martin Fund
Winston Salem/Forsyth County Schools $28,438 to help support a bilingual community outreach worker for teen mothers and their children for a second year
Jessica t. Fogle Fund
grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS $234,835
GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS $817,033
GRAntS CoMMittED FRoM ADViSED FUnDS $3,671,366
tOtal 2009 grantS COmmitteD tO eDuCatiOn anD reCreatiOn $4,723,234
youthOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)
Authoring Action $15,000 to fund the position of program director for a third year Charles Babcock, Jr. Field of interest Fund, Edna B. Parkin Georges youth Fund
Big Brothers Big Sisters Services $28,000 to support a case manager position for the teen Mother Program DeForest Family Fund, John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust
Children’s Law Center of Central north Carolina
$28,350 to support a child advocacy clinic Charles Babcock, Jr. Discretionary Fund, Allan M. Hutcherson Fund, Camp Robert Vaughn Fund
El Buen Pastor Latino Community Services $5,000 to partially fund a position for youth programming for a third year Edna B. Parkin Georges youth Fund
Kappa League of Winston Salem $1,000 to fund a historical enrichment experience for young men youth Activities Fund
north Carolina Lady tigers $400 to support participation for low income youth youth Activities Fund
Salem Gardens youth Council $300 for an educational trip to Raleigh youth Activities Fund
Winston Lake Lakers 10 and Under AAU $400 to support low income youth participation youth Activities Fund
Winston Salem indians $500 to fund registration fees for youth who cannot afford to participate youth Activities Fund
Winston Salem tiny Vikings $1,000 to fund registration fees for youth who cannot afford to participate youth Activities Fund
yMCA of northwest north Carolina $6,600 to support the y Sail program for a second year J. Frank and Mary S. Mock Fund, Sandehill Recreation Fund
yMCA of northwest north Carolina $20,000 for the Support our Students program John A. and Marguerite B. taylor Fund, Walter V. and Martha W. Murray Advised Fund, Caroline Gamble Charitable Fund, Christopher Richard Eagan Fund, Jessica t. Fogle Fund, Edward S. and Barbara t. Beason Advised Fund
grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS $106,550
GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS $211,348
GRAntS CoMMittED FRoM ADViSED FUnDS $244,608
tOtal 2009 grantS COmmitteD tO yOuth $562,506
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 [ 2 8 – 2 9 ]
HeAlTHOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)
Hospice & Palliative care center $80,000 to support the expansion of the Kate B. reynolds Hospice Home as part of the Vital connections capital campaign
John w. and alice rose alspaugh Memorial funds, lena albright Memorial fund, spencer and nell waggoner charitable fund unrestricted, Jeannette norfleet fund, frank e. llewellyn t.B. fund, twin city Hospital funds
Positive wellness alliance $15,000 to support the HiV case Management Program in forsyth county Harriet taylor flynt fund
Prevent Blindness north carolina $5,000 to fund vision screening for preschool children in forsyth county claire lockhart follin Mace fund
shepherd’s center of Greater winston salem $35,000 for a congregational nurse and health ministry program for a second year
Harriet taylor flynt fund, Marieanne and Jerry long advised fund, edward s. and Barbara t. Beason advised fund, walter V. and Martha w. Murray advised fund
wake forest university Health sciences $30,000 to fund a nutrition education program for low income and spanishspeaking families for a second year
spencer and nell waggoner charitable fund unrestricted
grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS $165,000
Grants coMMitted froM desiGnated and aGencY endowMent funds $793,917
Grants coMMitted froM adVised funds $816,343
tOtal 2009 grantS COmmitteD tO health $1,775,260
RelIGIONGrants coMMitted froM desiGnated and aGencY endowMent funds $310,038
Grants coMMitted froM adVised funds $2,118,863
tOtal 2009 grantS COmmitteD tO religiOn $2,428,901
GRANTs
human serviCesOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)
Advocacy for the Poor $7,000 to support development and marketing expenses Bess Gray Plumly Fund, Vera Goldberg Memorial Fund
AiDS Care Service $35,000 to continue a mental health support service for HiV+ individuals for a third year
Harriet taylor Flynt Fund
Bethesda Center for the Homeless $25,000 to help support a development director for a third year William n. Hailey Fund
Darryl Hunt Project for Freedom and Justice $19,000 to support re entry work with formerly incarcerated individuals for a second year
Warren David Ashburn Fund, Andrew Dale Advised Fund, Sarah Murphy McFarland Advised Fund
Exchange SCAn $17,000 to develop marketing materials John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust, Edna B. Parkin Georges youth Fund
Family Promise of Forsyth County $23,000 to support a case management position Bess Gray Plumly Fund, Walter V. and Martha W. Murray Advised Fund
Family Services, inc. $25,000 to support the Healing Gardens project Walter V. and Martha W. Murray Advised Fund, Anne Hanes Willis Fund
Group Homes of Forsyth, inc. $20,000 to support the Assisted Daily Living skills classroom program Walter V. and Martha W. Murray Advised Fund.
Horizons Residential Care Center $15,000 to assist with emergency maintenance expenses Eugene and iola Daniels Memorial trust Fund for the Mentally Handicapped
imprints $19,250 to support a parent educator at the Downtown Health Plaza and Winston East Pediatrics
John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust, Joseph G. Gordon Fund, Mae W. Hubbard trust
nC Housing Foundation $39,300 to support the predevelopment work of a transitional housing project for veterans
Harriet taylor Flynt Fund
Prodigals Community, inc. $20,000 to help improve staff communication and the job training program Franklin Cromer Cordell Fund, Shepherding Fund, Margaret W. Parker Fund, John Alexander McClung DDS FACD trust, Walter V. and Martha W. Murray Advised Fund, Credence Fund, Mil and Marsh naugle Fund
Special olympics north Carolina $4,942 to fund Forsyth County athletes to train and compete locally in tennis and roller skating
Eugene and iola Daniels Memorial trust for the Mentally Handicapped
University of north Carolina at Greensboro $5,000 to support a clinical graduate studies program involving adults with traumatic brain injury
Claire Lockhart Follin Mace Fund
Vigils for Healing $5,000 to provide monetary support for the family members of victims of violent death
Chrissy Gallaher Victim’s Assistance Fund
yMCA of northwest north Carolina $4,096 to purchase a chair lift to provide pool access at the Winston Lake yMCA for indviduals who are elderly or disabled
Claire Lockhart Follin Mace Fund
grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS $283,588
GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS $233,397
GRAntS CoMMittED FRoM ADViSED FUnDS $2,000,199
tOtal 2009 grantS COmmitteD tO human ServiCeS $2,517,184
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 0 – 3 1 ]
kNOwING THAT THey cANNOT PRedIcT future opportunities to help
in our community, many donors demonstrate the highest level of trust in
the integrity of the Foundation by establishing endowed unrestricted and
field of interest funds that support timely cOMMuNITy GRANTs such
as those profiled and listed earlier in this report.
Community Grants, to organizations as varied as Carolina Music
Ways, Experiment in Self-Reliance, and Senior Services, have and will
continue to impact our community positively and substantially for many
years to come—and the Foundation’s ability to provide Community
Grants has been crucial in supporting these integral programs over time.
The Foundation administers both endowed and non-endowed donor
funds, matching individuals, families and organizations with fund types
that will help them accomplish their giving goals.
We are eternally grateful for all of our donors, and we look forward
to serving as a resource for many more philanthropic journeys in the years
to come.
for More Than 90 years, committed donors have invested in the current and future health of our community. These charitable individuals, families, and organizations have enabled the Foundation to support many causes, from education and arts and culture to human services, enriching the lives of our neighbors in all life stages — from youth through older adults. As of December 31, 2009, the Foundation was honored to administer more than 1,200 charitable funds serving a variety of philanthropic purposes.
funds and donors
endowed funds:
unrestriCted Funds offer the broadest option for charitable giving.
Income from these funds will be used to meet changing funding oppor-
tunities in our community over time through Community Grants.
Field oF interest Funds give donors the opportunity to provide
Community Grantmaking support within a broad area of interest
(e.g., human services, health, arts and culture, etc.)
donor-advised Funds enable up to two family generations of
donors or outside committees to make charitable grant recommenda-
tions. Foundation staff can assist donors with background information
on charities or help identify pressing community needs. These funds are
a convenient method of simplifying charitable giving and are an attrac-
tive alternative to a private foundation.
desiGnated Funds are established by donors who wish to provide
annual support to specific charities. Should the organization(s) cease
to exist, the Foundation has the responsibility to ensure that a donor’s
original intent is met.
aGenCy Funds are established by charitable organizations. The orga-
nization benefits from the Foundation’s professional investment manage-
ment administration, allowing the agency’s staff and board to focus on
providing necessary services to its constituents.
student aid Funds provide students with the resources to pursue
their academic goals. Donors may establish funds to support students
from a particular high school, church, or county, or 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. The Foundation has continuing
oversight of the use and care of the property as well as responsibility for
disposition should the designated use become impractical or undesirable.
non-endowed funds:
non-endowed advised Funds offer donors a simple and efficient
process in which to fulfill their annual charitable giving goals.
temporary and speCial Funds give the Foundation the ability
to hold a limited number of funds for organizations and individuals for
charitable projects.
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 www.wsfoundation.org or call us at (336) 725-2382
for more information.
types of Funds
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 2 – 3 3 ]
unrestriCted Funds offer the broadest option for charitable giving. Income from these endowed funds is used to meet the changing needs of our
community over time through Community Grants. Field oF interest Funds give donors the opportunity to provide Community Grantmaking support
within a broad interest area (e.g., human services, health, arts and culture, etc.).
new FunDS in 2009 PurPOSe
Mary A. Payne Charitable Fund for Human Services Established by the Mary Ann Payne Revocable Charitable trust to benefit human services
nancy H. Wilson Fund Established by bequest for unrestricted purposes
FunD year eStabliSheD PurPOSe
Louise and Sam Adams Community Fund 2005 Established through a charitable trust to support the charitable needs of the community
Lena Albright Memorial Fund 1979 Established by family and friends for organizations that provide comfort and benefit to those suffering from cancer, especially leukemia
R. Worth Allen and Atha J. Allen Fund 2005 Established by Mrs. Atha Allen in 1989 in memory of her husband and later endowed
John W. and Alice Rose Alspaugh Memorial Funds 1964 Established by bequest by John W. Alspaugh to provide health care to underprivileged people
John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust
1964 Established by bequest by John W. Alspaugh in memory of his parents to support programs for disadvantaged youth
Anonymous trust #2 1999 Established by an anonymous donor as an unrestricted fund
Richard E. Ashburn trust 2002 Established by bequest as an unrestricted fund
Warren David Ashburn Fund 1968 Established for charitable purposes of the Foundation
Charles Babcock, Jr. Discretionary Fund 2006 Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong support of emerging and changing community needs
Charles Babcock, Jr. Field of interest Fund 2006 Established with a gift from the Mary Reynolds Babcock Foundation to honor Charles Babcock, Jr. and his lifelong interest in arts and culture in the community
Mary Reynolds Babcock Cultural improvement Fund 1950 Established for grants and loans to cultural and arts groups in the community
nancy R. Baity trust 2000 Established in memory of her husband ira W. Baity, Jr. to support programs for disadvantaged children and youth
Bank of America Fund 1995 Established as an unrestricted fund in honor of the Foundation’s 75th Anniversary
BB&t Fund 1994 Established as an unrestricted fund in honor of the Foundation’s 75th Anniversary
Lila Church Bradford Memorial Fund 1999 Established as an unrestricted fund
John W. Burress Community Fund 2007 Established as an unrestricted fund
Albert L. Butler, Jr. Fund 1997 Established by the Kate B. Reynolds Charitable trust in memory of Mr. Butler to support the poor and needy
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund Unrestricted
2000 Established by the estate as an unrestricted fund
Camp Robert Vaughn Fund 1990 Established from the proceeds of the sale of Camp Robert Vaughn to support grants for children and youth
Carolina Steel Endowment Fund 1988 Established as an unrestricted fund to support worthy public purposes
Henry M. Carter, Jr. Fund 1997 Established by friends of Mr. Carter at his retirement as president of the Winston Salem Foundation as an unrestricted fund
A. F. Clement trust Fund 1971 Established by bequest to provide funds for education of orphans and other Forsyth County youth
D. Elwood Clinard Charitable trust 1974 Established as an unrestricted fund by D. Elwood Clinard, Jr. in memory of his father
Community Arts Fund 1985 Established to support programs of arts organizations
the Community Fund 1919 Established by Col. F.H. Fries to address the changing needs of our community
Franklin Cromer Cordell Fund 1994 Established by family and friends to support programs that assist individuals who suffer from substance abuse problems
Rufus W. Dalton trust 1983 Established by bequest to assist injured law enforcement officers and the spouses and children of officers killed in the performance of their duties
Eugene and iola Daniels Memorial trust for the Mentally Handicapped
1998 Established by the estate of Bobby A. Daniels to benefit mentally handicapped people of Winston Salem and Forsyth County
Marcus Lew Davis Memorial Fund 2004 Established as an unrestricted fund by Mr. G. Franklin Davis in memory of his son
thomas H. Davis Advised trust 1992 Established with special emphasis on programs for youth
Unrestricted and Field of interest Funds
Unrestricted and Field of Interest Funds continued on next page
endowed Funds
FunD year eStabliSheD PurPOSe
James R. Deadrick Fund 1989 Established by bequest as an unrestricted fund
Marian G. and Charles W. DeBell trust 2001 Established as an unrestricted fund
John and Julia Denham Fund 2007 Established as an unrestricted fund
Eisenberg Family Fund for Arts and Culture 2007 Established as a field of interest fund to support arts and culture
Emergency Loan Fund of northwest n.C. 1983 Established by the Donors Forum of Forsyth County to provide emergency loans to nonprofits in northwest north Carolina
Robert A. and Constance C. Emken Education Fund 2000 Established to support educational programs
Fenwick Rice Fund 2004 Established from the Ron and Muriel Rice Fund and the Elizabeth Fenwick Fund for the Downtown Church Center to support the homeless, elderly, children, and the underserved in the community
Victor i. Flow, Jr. Family Fund 2000 Established by Mr. and Mrs. Victor i. Flow, Jr. as an unrestricted fund
Harriet taylor Flynt Fund 1998 Established by bequest to benefit the handicapped, the elderly, or others with disabilities
Jessica t. Fogle Fund 1964 Established by bequest to support the education and development of north Carolina children
Claire Lockhart Follin Mace Fund 1991 Established by family and friends to benefit physically disabled individuals in north Carolina
Louise Futrell Fund 1991 Established by bequest as an unrestricted fund
Chrissy Gallaher Victim’s Assistance Fund 1992 Established in honor of Chrissy Gallaher by family and friends to support victims of violent crimes
Ava Gardner Fund 2005 Established by the Ava Gardner trust for community grantmaking
Edna B. Parkin Georges Animal Fund 1996 Established by bequest as a special purpose fund to benefit domestic animals
Edna B. Parkin Georges youth Fund 1996 Established by bequest to benefit disadvantaged youth
Vera Goldberg Memorial Fund 1998 Established by Milton Goldberg in memory of his wife as an unrestricted fund
Joseph G. Gordon Fund 1997 Established by the Z. Smith Reynolds Foundation in memory of Dr. Gordon to benefit disadvantaged youth
Vergil and Vicki Gough Fund 2008 Established as an unrestricted fund
Howard Gray Endowment 1987 Established as an unrestricted fund
James A. Gray Family Fund 1989 Established as an advised fund, then converted to an unrestricted fund at Mr. Gray’s death
William n. Hailey Fund 2004 Established with the remainder interest from the William n. Hailey CRt
Bill and Helene Halverson Fund 2006 Established as an unrestricted fund from a bequest by John W. Halverson
Barbara Lasater Hanes trust 1988 Established as an unrestricted fund
Mr. and Mrs. F. Borden Hanes, Jr. trust 1998 Established by Mr. and Mrs. F. Borden Hanes, Jr. as an unrestricted fund
James R. Hankins Fund 1967 Established by bequest as an unrestricted fund
Carl W. and Annie M. Harris Endowment Fund 1970 Established by bequest as an unrestricted fund
Samuel A. and Roslyn S. Harris Fund 1980 Established by bequest as an unrestricted fund with special interest in music education
Vicki Van Liere Helms Art Fund 2004 Established in memory of Vicki Van Liere Helms by her family and friends to support organizations and programs serving aspiring painters, sculptors, and other artists
Bob and Ruth Herring Fund 2003 Established as an unrestricted fund by Mr. B. J. Herring
Margaret and Harrell Hill Fund 2007 Established as an unrestricted fund
William D. and Jane F. Hobbs Fund 2008 Established by charitable bequest to support the poor and needy of the community
William and Allan Hollan Charitable Fund 2004 Established with memorial gifts to William E. Hollan, Sr. to support human services
Raymond B. Hooker, Jr. Fund Unrestricted 2000 Established by an estate gift as an unrestricted fund
Mae W. Hubbard trust 1987 Established by bequest as an unrestricted fund with special consideration for the development, welfare, and education of underprivileged and handicapped children
Allan M. Hutcherson Fund 1944 Established by bequest for Forsyth County youth programs with special consideration to those affecting underserved minority children
Earline heath King Fund 2005 Established to support art and art related endeavors of the Foundation within north Carolina
Martha K. Knott Fund 1926 Established to provide support for general charitable purposes
R. Edward Lasater Endowment Fund 1950 Established to provide support for general charitable purposes
Lassiter Animal Welfare Fund 2003 Established with an estate gift from Allene D. Lassiter for the benefit of animals in Forsyth County
Lipscomb Fund 2004 Established in honor of Guy and Margaret Lipscomb by their granddaughter
Unrestricted and Field of Interest Funds continued from previous page
Unrestricted and Field of Interest Funds continued on next page
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 4 – 3 5 ]
FunD year eStabliSheD PurPOSe
Frank E. Llewellyn t.B. Fund 1970 Established by bequest by Elizabeth P. Llewellyn for general health purposes with a priority for tuberculosis purposes whenever possible
Elsie Ann Long Memorial Fund 1995 Established through an estate gift for programs and activities benefiting needy persons living in the Appalachian region
John C. Long, M.D. Fund 1994 Established by friends of Dr. Long for support in the area of health
Elizabeth Lovett Education Endowment 1996 Established as a fund to support education
thomas Jack Lynch Memorial Fund 1996 Established by an estate gift as an unrestricted fund
Harvey Seward Martin Fund 1996 Established by bequest by Mrs. Martin for educational purposes at the discretion of the Foundation Committee
Masich Fund 2004 Established by Jane and tony Masich as an unrestricted fund
Drane V. McCall Fund for Winston Salem Beautiful 2008 Established by Dr. Bill McCall in honor of his wife, Drane V. McCall
John Alexander McClung, DDS FACD trust 1994 Established by Mary Louise Gray in memory of her father to support Christian related programs or organizations in the local community as determined by the Foundation
isabel McRae Fund 1981 Established by bequest as an unrestricted fund
Michalove Fund 2004 Established as an unrestricted fund with 41 consecutive years of contributions to the General Endowment Fund
J. Frank and Mary S. Mock Fund 2003 Established through a CRt to benefit needy children in Forsyth County
Algine Foy and Julius Dobson neely Memorial Fund 1989 Established by Algine neely ogburn in honor of her parents for empowering and encouraging individuals to improve their lives and the lives of their families
Charles E. norfleet Memorial Fund 1976 Established by Grizzelle M. norfleet in memory of her brother, who served as secretary of the Foundation during its early years
Jeannette norfleet Fund 1982 Established by family and friends to support health and medical programs, with special consideration for programs that benefit people suffering from cancer
Dr. Calvin and Ruth H. ogburn trust 1978 Established to provide support for general charitable purposes
Margaret W. Parker Fund 1997 Established as an unrestricted fund
otis B. and Genevieve Parrish Fund 1987 Established to support programs for older adults with debilitating health conditions, especially Alzheimer’s disease
thomas R. and Georgia L. Pepper Family Fund 1997 Established by Dr. Francis D. Pepper in memory of his grandparents as an unrestricted fund
Kerr and naomi Pinnix Discretionary Fund 2006 Established by a testamentary trust created by naomi ingram Pinnix to provide financial counseling and advice
Pfafftown Jaycees Community Fund 2005 Established by the Pfafftown Jaycees
Pleasants Hardware Company trust 1987 Established for general charitable purposes
nancy t. Pleasants Community Development Fund 1997 Established to support economic development, education and training, leadership development, community long range planning, community appearance, historic preservation, and regional cooperation
Virginia S. Pleasants Fund 1996 Established by an estate gift as a discretionary fund
Bess Gray Plumly Fund 1965 Established by bequest for general charitable purposes of the Foundation
Etta Mae Pope trust 2000 Established by Louis B. Pope in memory of his sister to support the poor and needy
Stokes ivey and orpha Marie Leonard Pope Family trust 2000 Established by Louis B. Pope in memory of his parents to support the poor and needy
Donna Germain Rader and Martin H. Rader Fund 2005 Established as an unrestricted fund to honor the memory of Donna Rader’s parents, owen E. Germain and Emilie Drapalski Germain
R.J. Reynolds tobacco Company Fund 1975 Established as a part of the company’s 100th anniversary celebration
Mary neil Henderson Rice Fund 1998 Established by thomas B. Rice, iii in memory of his mother as an unrestricted fund
Mr. and Mrs. thomas B. Rice Memorial Fund 1991 Established by family and friends for general charitable purposes
Ann and Clay Ring Fund 1997 Established as an unrestricted fund
Samuel and Elizabeth Rose Fund 1998 Established by bequest by Samuel M. Rose to support general charitable purposes
Sarah Shore Ruffin Fund 2004 Established by beneficiary designation of the Sarah S. Ruffin iRA
Kenard Eugene Sales Memorial Fund 2001 Established in memory of Kenard E. Sales by family and friends to support programs benefiting disadvantaged youth
Sandehill Recreation Fund 1986 Established to promote competitive swimming and water sports in Forsyth County
Louis and Jane Shaffner Fund 2007 Established as an unrestricted fund
Shepherding Fund 1992 Established to support local human service agencies
Emma Jane Skinner Fund 2001 Established by Frank B. Hanes to support human services organizations
Unrestricted and Field of Interest Funds continued on next page
Unrestricted and Field of Interest Funds continued from previous page
[ 3 6 – 3 7 ] 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
endowed Funds
FunD year eStabliSheD PurPOSe
Peggy and ralph stockton fund 1995 established as an unrestricted fund
ralph and frances stockton trust 1993 established as an unrestricted fund
colin and Mary louise stokes fund 1991 established as an unrestricted fund to support charitable purposes in forsyth county
lillian s. stultz fund 1982 established by bequest for general charitable purposes of the foundation
sturmer samaritan fund 1997 established by Martha M. sturmer in honor of her in laws, ernestine Hill and charles a. sturmer, to provide support for financially needy patients and residents in nursing homes in forsyth county
the sunshine fund 2007 established by robert Jasinkiewicz to benefit domestic animals in forsyth county
edward and Mary alice tarulli fund 2006 established with the charitable remainder of a charitable remainder trust to provide services or programs that benefit individuals who are visually handicapped
robert edwin taylor and Margaret long taylor Memorial fund
2005 established with the remainder of the Margaret long taylor charitable remainder unitrust
J. c. tise fund 1927 established by bequest to support general educational purposes with an emphasis on programs providing enrichment and outreach
nelson and dorothy tomlinson fund 1997 established as an unrestricted fund
twin city Hospital funds 1920 established by the executive board of the Hospital by bequest from John w. alspaugh to benefit projects on behalf of the medically indigent in the community
wachovia Bank of north carolina fund 1987 established with a gift for unrestricted use and added to in 1994 in honor of all former and current wachovia employees and in memory of Herbert Brenner
spencer and nell waggoner charitable fundunrestricted
2005 established through the estate of nell Kerns waggoner
Hayes and amy wauford fund 2007 established as an unrestricted fund
art and dannie weber education fund 2007 established as a field of interest fund for education
anne Hanes willis fund 1997 established by frank B. Hanes in memory of his sister to assist landscaping, gardening, and beautification in the city when public funding is not available
Bobby ray wilson Human fund 1996 established to benefit incarcerated persons in forsyth county
winston salem foundation staff endowment 2002 established by B. thomas lawson in honor of his former winston salem foundation colleagues
aubrey Marcus Zimmerman fund for recreation for the Handicapped
1984 established to provide recreational opportunities for the handicapped
Unrestricted and Field of Interest Funds continued from previous page
DONOR-ADVISED FUNDS ENABLE UP TO TWO FAMILY GENERATIONS of donors or outside committees to make charitable grant recommendations.
Foundation staff can also assist donors with background information on charities or help identify pressing community needs. These endowed funds are a
convenient method of simplifying charitable giving and are an attractive alternative to a private foundation.
Donor-Advised Funds
new funds in 2009
Thomasine Herring Hayes Fund
James and Deborah Millis, Jr. Fund
Realty Analytix Triad Stewardship Fund
Zach Smith Fund
fund year established
Mary J. and Kenneth P. Carlson Advised Fund 2000
Carr Family Advised Fund 2006
Sam N. Carter and Pauline H. Carter Fund 2000
Cawood Charitable Fund 1993
Lee Chadwell Fund 2002
Chuck and Bobbie Chambers Advised Trust 1992
Charley Fund I 2007
Charley Fund II 2007
Lucy Hanes Chatham Fund 1949
Lucy Hanes Chatham Library Fund 1951
Richard T. Chatham Fund 1972
Thomas Lenoir and Anna Hanes Chatham Fund 1998
Gerald and Lee Ann Chrisco Family Trust 1998
Robert Clark Family Fund 1997
Phillip M. Clifton, M.D. Memorial Fund for Children 2003
Brenda Kulynych Cline Fund 1998
Clover Street Fund 2003
Ron and Jeff Coppage Cancer Fund 1999
A. Robert Cordell Family Trust 1998
Joan R. and David L. Cotterill Advised Trust 1994
CP3 Charitable Foundation 2006
Credence Fund 1997
Bill and Betty Gray Davis Fund 2000
John and Terrie Davis Family Fund 1999
DeForest Family Fund 2003
Ashley Holland Dozier Charitable Fund 1998
Driscoll Family Fund 1997
Joseph B. and Mary M. Dudley Advised Fund 1997
Nancy W. Dunn Trust for Spiritual Development 1995
Mignon Durham Charitable Fund 1997
Christopher Richard Eagan Fund 2002
EHI Fund 2004
Lynn and Barry Eisenberg Endowed Fund 1998
Elkin Community Trust 1993
C. B. Eller Education Fund 1987
Grace H. Emken Fund 1993
Ann and John Faris Community Fund 2008
fund year established
John H. Felts, M.D. Fund 2000
Finley Anderson Fund 1994
Firetree Fund 2008
Robert and Carol Ford Charitable Trust 1996
James A. and Elizabeth K. Fyock Trust 1999
Dr. Kenneth R. Gallup, Jr. Family Charitable Fund 1996
Thad W., Mildred B. and Kathryn W. Garner Trust 1998
Genesis Fund 2007
Glade Valley School Fund 1988
Alice O’Kelley Goodson and William A. Goodson, Jr. Family Trust
1991
William A. and Georgia H. Goodson Fund 1968
Louis and Marcia Gottlieb Family Fund 1996
Grace Court Trust 1996
Margaret N. Graham Art Fund 1942
Bernard and Anne Howell Gray Advised Fund for the Community
1998
Green Angel Fund 1997
J.T. Greene, Jr. Charitable Trust 1995
Emily Grousbeck Fund 1988
Hanes Family Downtown Fund 2003
R. Philip and Charlotte Hanes Community Trust 1988
Harrison Family Fund 2001
Sam and Kathryn Hauser Fund 2005
Hege Trust 1997
L. Stephen Hendrix Fund 2001
Bill and Leslie Hollan Fund 1994
Judith Hoots Family Fund 2005
B.F. Huntley and Josephine Huntley Trust 1997
David A. and Roberta W. Irvin Fund 2000
Janeway Family Fund 1996
W.T. and Mary Cobb Jenkins Family Fund 2005
Bill Johnson Trust to Benefit Stokes County 1999
Florinda C. Johnson Charitable Fund 2005
Garland Johnson Fund for the Benefit of Elkin Public Library
2001
J. Michael Johnston Memorial Fund 1996
Jones Family Fund 2006
Donor Advised Funds continued on next page
fund year established
William T. and Sylvia F. Alderson Fund 1997
Celeste Tucker Alspaugh Memorial Trust 1964
Anonymous 1996
Anonymous 1999
Anonymous 2001
Anonymous 2004
Robert G. Auchincloss Fund 2000
Philip S. Auchincloss Fund 2000
William P. and Katharine T. Baldridge Endowment 2006
Marshall B Bass Children’s Fund Endowment 2004
Bartlett and Wyatt Bassett Fund 2004
Ted and Charlotte Blount Fund 1997
Karla Bolen Memorial Fund 2003
Eleanor and Sam Booke, Jr. Fund 1998
Elizabeth E. and Henry M. Booke Trust 1994
Sam and Anne Booke Family Trust 1989
Julian R. and Mary P. Bossong Fund 1998
Skip and Beth Boswell Trust 2007
Braswell Family Charitable Fund 1995
Herbert and Ann Brenner Fund 1993
Mike and Wendy Brenner Trust 2002
Paul and Judy Moore Briggs Family Fund 2000
Royall and Alice Brown Advised Trust 1993
Royall R. Brown, Jr. Advised Trust 1992
Budd Group Foundation 2001
Christopher David Budd Fund 1996
Joseph R. Budd Family Trust 1997
Nathan, Jordan, and Nicholas Budd Fund 1998
Richard P. and Sylvia S. Budd Fund 1983
John W. Burress Advised Fund 2008
Burr Family Trust 2006
Cardwell Archer Charitable Fund 2001
ENDOWED FUNDS
fund year established
Christopher and Lucinda Kellam Jones Fund 1997
Thad and Catherine Jones Charitable Fund 1996
Leon and Renee Kaplan Fund 1999
Dale and Mary King Fund 2004
L. Andrew Koman and Leigh E. Koman Fund 1999
Thomas J. and Lynne Koontz Charitable Trust 1996
A. Thad and Margaret W. Lewallen Advised Trust 1994
A.J. Linville Memorial Fund 2006
Lowy Family Fund 1997
Lydia Phillips McCabe Advised Fund 1997
McGowen Charitable Fund 1996
McGuirt Family Fund 1996
J. Frank and Laura Turnage McNair Charitable Trust 1996
William and Kim Means Charitable Fund 1996
Medlin Charitable Fund 1994
John and Kelly Merritt Family Charitable Fund 2007
Millbrook Fund 2005
Henry S. and Martha S. Miller Advised Fund 2005
Dr. John H. and Elizabeth B. Monroe Fund 2002
Elsie L. Morris Fund 1999
Gene and Margaret Motsinger Family Fund 2006
Michael Andrew Nachman Fund 1995
Mil and Marsh Naugle Fund 1999
Neal Family Fund 2001
Lucian and Robie Neal Fund 2002
Stephen L. Neal Advised Fund 1997
T. David Neill Family Fund 1998
O’Brien Family Fund 2005
Sam C. Ogburn, Sr. and Mary Ceile F. Ogburn Fund 2007
Orr Family Charitable Trust 1999
Katherine W. Otterbourg Fund 2003
C.T. Overby Youth Golf Fund 2006
Marlene and Craven Page Trust 1997
Dwight E. and Annie E. Pardue Advised Fund 2004
Harry O. and Margaret W. Parker Family Trust 2006
Nathan E. and Lisa J. Parrish Advised Fund 2007
Eugene and Ann Paschold Fund 1996
Bob Pate Memorial Fund 1987
Pauline Davis Perry Fund 1996
fund year established
L. Gordon, Jr. and June D. Pfefferkorn Trust 1993
L. Gordon, Jr. and June D. Pfefferkorn Trust 2 1999
Piedmont Federal Fund 1993
Ruth M. and Clifton E. Pleasants Trust 1990
Michael J. Pollak Trust 1995
Julia Davis Pollard Memorial Fund 1969
Ashburn Wright Wall Pollock Charitable Trust 1994
Billy D. and Deborah Prim Donor Advised Fund 2004
Gladys Cain Pulliam and Grady R. Pulliam, Jr. Fund 2007
Purcell Family Fund 2006
David and Deborah Rice Fund 1995
T. Wayne Robertson Memorial Fund 1998
Roslyn Trust 2000
Rubin Family Fund 2000
Tom and Kathy Rucker Charitable Trust 2000
Guy and Liz Rudisill Fund 1993
Benjamin and Avon Ruffin Family Fund 2007
Jack and Betty Runnion Fund 1996
Pearl and Ray Sams Family Trust 2000
Phoebe B. and William M. Satterwhite, Jr. Fund 2005
Daniel and Linda Sayers Charitable Fund 1996
Margaret Scales and Graydon Pleasants Endowment 2007
Andrew J. and Ellen N. Schindler Advised Fund 2004
Adrian R. and Robert D. Shore Trust 1999
SKM Charitable Fund 2004
Katie Sleap Memorial Fund 2005
F. Conard and Jean Snyder Fund 2005
Morris and Lillian Sosnik Memorial Fund 1987
Rufus T. Stedman Memorial Fund 1931
Emily P. and Scott F. Sternberg Family Fund 1998
Nealie Belk Stevens Fund 1962
Richard and Wendel Stockton Fund 1997
Janice Kulynych Story Fund 1998
Charles V. Taft Family Charitable Trust 1995
John A. and Marguerite B. Taylor Fund 1986
Thompson/Rotary Club of Winston Salem Educational Fund
1950
Thornton Family Fund 2001
Tuttle Family Charitable Fund 2005
fund year established
Harry and Nancy Underwood Advised Trust 1994
Margaret M. Urquhart Advised Fund 2001
Carolyn H. Vaughn Fund 1997
Sheila H. Vogler Fund 2001
Wake Forest Baptist Church Fund 1992
Wall Family Trust 2002
Ward Family Advised Trust 1995
Warthogs Baseball Community Trust 1999
Sharon L. Washington McBryde Memorial Fund 2005
Jean and Phil Waugh Family Trust 2001
Edward Kent Welch Memorial Fund 2005
A.T. Williams Oil Company Fund 1988
A. Tab Williams, Jr. Crime Prevention Fund 1996
A. Tab Williams, Jr. Public Education Fund 1996
Catherine R. Williams Family Fund 2003
John W. and Donna H. Willingham Advised Fund 2006
Diana Dyer Wilson Endowment Fund 1971
Jane Butler and J.D. Wilson Family Trust 1983
Paula Wimmer Memorial Fund 2006
Ann King Windham Fund 2004
Winston Salem Civitan Club Candy Box Fund 1998
Winston Salem Civitan Project Trust 1998
Winston Salem/Forsyth County Economic Development Fund
1985
Winston Salem/Forsyth County Excellence in Education Fund
1982
Winston Salem Police Benefit Fund 1980
Winston Salem Regional Association of REALTORS Charitable Fund
2005
Wolfe Family Fund 2000
Woman’s Club of Winston Salem 1935
Women’s Fund Endowment 2007
Rick and Lyn Worf Fund 1998
Elizabeth L. Wyeth Fund 1998
Bryan D. and JoAnn M. Yates Fund 2008
Yasser and Georgia Youssef Family Trust 2008
Youth Philanthropy Initiative 2004
Donor Advised Funds continued from previous page
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 8 – 3 9 ]
DESIGNATED FUNDS ARE ESTABLISHED by donors who wish to provide annual support to specific charities. Should the organization(s) cease
to exist, the Foundation has the responsibility to ensure that a donor’s original intent is met. Agency funds are established by charitable organizations
themselves. The agency benefits from the Foundation’s professional investment management administration, allowing its staff and board to focus on
providing necessary services to its constituents.
new funds in 2009 purpose
Joyce Adger Endowment for Bethesda Center Established by the agency with a grant to honor Joyce Adger from the Kate B. Reynolds Charitable Trust
Joel and Blanche Clingman Charitable Trust Established with the remainder of the Joel P. Clingman Charitable Remainder Unitrust
Galloway Memorial Episcopal Church Endowment Established by the church as an agency endowment
Institute for Dismantling Racism Endowment Established by the Institute for Dismantling Racism Inc. as an agency endowment
John W. Landingham Fund Established with the remainder of the John W. Landingham Irrevocable Living Unitrust for the benefit of The Western Carolina Alzheimers Association and Piedmont Baptist College
Mary A. Payne Charitable Fund Established by the Mary Ann Payne Revocable Charitable Trust to benefit various organizations
Winston Salem Civitan Fund Established by the Winston Salem Civitan Club to support various charities
Designated and Agency Funds
fund year established
Louise and Sam Adams Designated Fund 2005
Emily Allen Wildflower Preserve Protection and Management Endowment
2001
John Wesley Alspaugh and Celeste T. Alspaugh Memorial Trust for Children’s Home
1964
American Red Cross (Northwest North Carolina Chapter) Endowment Fund
1997
Amos Cottage Harry O. Parker Wing Fund 2004
Arts Council Endowment Fund 1957
Arts for Life Endowment 2008
Ashburn Trust Bowery Mission and Young Men’s Home
1970
Ashburn Trust World Vision 1970
Associated Charities Fund 1928
Sarah Austin Child Development Center Trust 1995
Sarah Austin Family Services Shelter Trust 1991
Mary Ruth B. Barrett Fund 2006
Celestine Pate Bass Memorial Hospice Fund 2007
Marshall B Bass Best Choice Center Endowment Fund 1997
Marshall B Bass Fund for Senior Services 2008
Marshall B and Celestine P. Bass Endowment for St. Anne’s Episcopal Church Child Care Center
2008
Nathalie L. Bernard Fund 1963
Big Brothers Big Sisters Services, Inc. Endowment 1996
Mary Leight Booe Fund 1989
Daniel and Jo Ann Boucher Industries for the Blind Endowment
2004
Gertrude and Morris Brenner Fund 1993
Hal Brownfield Endowment 2007
Nick Bunce Friendship Fund 2002
Bryon Tyler Burdick Memorial Fund 1989
fund year established
Bess Lee Burke Memorial Fund 2003
Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund D
2000
Calvary Baptist Church Fund 1998
Camp Civitan Fund 1986
Camp Dogwood Endowment Fund 1995
Dorothy M. Carpenter Fund 2008
Carr Family Fund Designated 2006
Centenary United Methodist Church Sunday School Fund
1927
Children’s Center Fund 2002
Perry B. Clark Memorial Fund of Leadership WinstonSalem
1987
Community Care Center for Forsyth County, Inc. Endowment
2007
Community Marrow Donor Program, Inc. Forsyth County Area Endowment
2000
Nottie Riddle Cook Fund 1986
Ray and Jackie Cope Scholarship Fund 2005
Dewitt Cordell Education Endowment Fund 1987
Crimestoppers Endowment Fund 1992
Crisis Control Ministry, Inc. Endowment Fund 1987
Crosby Scholars Endowment Fund 2008
Crosby Endowment Fund 1987
Selden Cundiff Memorial Trust for the Endowment of Holly Haven Care Home of AIDS Care Service, Inc.
2002
Bunny and Bill Davis Highland Scouting Fund 2000
Enrichment Center Endowment 2006
Alex C. Ewing North Carolina School of the Arts Campus Fund
1999
Forsyth Jail and Prison Ministries Endowment 2002
fund year established
Friendship Force of Central North Carolina 1987
Guy R. and Florence M. Fulp Charitable Trust 2000
Germanton United Methodist Church Cemetery Fund 1999
Germanton United Methodist Church Fund 2005
J. Kirk Glenn Jr. Endowment for Crisis Control Ministry
2008
Goodwill Industries of NW NC, Inc. Endowment 1997
William and Maggie Gordon Memorial Fund for Haw Pond Church of Christ
1998
Bowman and Gordon Gray Trust 1970
Bowman Gray Trust Bowman Gray School of Medicine
1970
Gordon Gray Trust Bowman Gray School of Medicine
1982
James A. Gray Endowment 1946
James A. Gray Foreign Mission Fund 1948
Group Homes of Forsyth, Inc. Endowment 1993
Habitat for Humanity of Forsyth County Endowment Fund II
1999
Gordon Hanes Memorial Endowment for Crisis Control Ministry
1995
Jacob F. Hanes Fund for The Children’s Home 1935
Jacob F. Hanes Fund for Superannuated Methodist Ministers
1935
Joan H. Hanes Fund 1983
Lewis Lee and Suzanne Ellis Hawley Memorial Fund 2008
Charles E. and Pauline L. Hayworth Fund 1994
Ada Hill and Jesse Davis Powers Fund 2005
Mary Hill Habitat for Humanity Fund 1996
William D. and Jane F. Hobbs Rector’s Discretionary Fund of St. Paul’s Episcopal Church
2008
James E., Jr. and Betty Jones Holmes Fund 1999
Designated and Agency Funds continued on next page
ENDOWED FUNDS
fund year established
Lawrence Byerly Holt, MD Memorial Fund 1988
Raymond B. Hooker, Jr. Fund Designated 2000
Hope Harbor Fund 1989
Hope Trust of Crisis Control Ministry 1995
Judith and Marbry Hopkins Endowment 1996
Louise S. Hunter Fund 2004
Viola and Dwight Jackson Memorial Fund 1999
Ella Mae Johnson Fund 1994
Johnson Family Cemetery Trust Fund 1999
Jimmy Johnson Memorial Fund 2005
June Porter Johnson Fund for Salem Academy and College
2006
Trey Jones Philmont Scholarship Fund 2007
Junior League of Winston Salem Endowment Fund 1998
Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center
2006
Jane R. Kennedy Endowment Fund 1989
Petro Kulynych/Blue Ridge Parkway Foundation Endowment
2003
Peggy Bowen Leight Fund 2001
Maintenance Trust for Lewisville United Methodist Church
1998
Little Theatre Endowment Fund 1996
Lloyd Presbyterian Church Fund 2001
Love’s UMC Capital Needs Fund 2008
Love’s United Methodist Church Memorial Fund 2008
Jennifer Lowy Dock Fund 1997
Lowy Fund Shepherd’s Center 2000
Jerome Madans Assistance Fund 1994
Anne and Bill Magness Meals on Wheels Fund 2008
G.L. Millsaps Memorial Trust 2000
J. William Moir Charitable Trust 2006
Montague Scholarship Medal Fund 1939
William G. Montgomery, MD Fund for Senior Services 1995
National Trust For Historic Preservation in the United States
1981
North Carolina Academy of Physician Assistants Endowment
1992
George S. Norfleet Bible Fund 1932
Elizabeth C. and Ralph B. Ogburn Fund 1984
Old Hickory Council/Camp Raven Knob Endowment 1989
Old Hickory Council Endowment Fund 1997
Harry O. and Margaret W. Parker Ophthalmology Research Fund
2004
Margaret W. Parker Fund for Amos Cottage Discretionary
2004
Margaret W. Parker Fund for Amos Cottage Operations
2004
Margaret W. Parker Ronald McDonald House of Winston Salem Endowment Fund
1998
Otis B. and Genevieve W. Parrish Endowment Fund II 1992
fund year established
Lucy Paynter Fund 2005
Fred Taylor Peden Trust of St. Paul’s Wilkesboro 2001
Penland School of Crafts Fund 1983
Francis D. and Fannie Byrd Smith Pepper, Sr. Fund 1997
Francis D. and Phyllis Canup Pepper, Jr. Fund 1997
Louise A. Peterson Trust 2002
Pfafftown Jaycees Designated Fund 2005
Piedmont Opera Endowment Fund 1987
Kerr and Naomi Pinnix Designated Fund 2006
Orpha Marie Leonard Pope Fund 1986
Richard and Barbara Pope Trust 1998
Larriston Hill Powers Memorial Fund 2005
Preservation North Carolina Winston Salem Regional Office Endowment Fund
1997
Kenneth O. Raschke Literacy Initiative Trust 1996
Stephen G. Richey Memorial Fund 1986
Wood Richmond Memorial Fund 1960
Golding H. Riddle Fund 1953
Golding H. Riddle St. Paul’s Episcopal Church Fund 2001
Right Turns for Youth Endowment 2003
Ronald McDonald House of Winston Salem, Inc. Endowment Fund
1985
Lorraine Flynt Rudolph Endowment Fund 2004
St. Paul’s Episcopal Church Endowment 1946
St. Paul’s Episcopal Church Mission Fund 1950
St. Paul’s Wilkesboro Endowment Fund 2001
St. Philip’s Episcopal Church Fund 1953
St. Stephens Episcopal Church Endowment 1997
Samaritan Ministries Endowment Fund 2001
Sawtooth Center for Visual Art Endowment 1996
Sawtooth Center for Visual Art Scholarship Fund 1996
Second Harvest Food Bank of Northwest North Carolina Fund
1997
Senior Services, Inc. Endowment 1994
R.Y. and Eileen Sharpe Fund 1983
James Reynolds Sheffield, Sr. and James Reynolds Sheffield, Jr. Trust
1995
Shepherd’s Center of Greater Winston Salem Endowment Trust
2005
Irving and Minnie Sheppard Memorial Fund 1999
Sloan S. Sherrill Fund 1978
Richard Edmund Shore Memorial Fund 2003
Siloam Baptist Church Endowment Fund 1997
Paul and Sara Sinal Fund 1997
Frances Horne Smith and Howard H. Smith Memorial Fund
1968
Special Children’s School Endowment 2007
Gilbert W. and Gail S. Spencer Fund 2008
Sprinkle Mission Fund 1982
Lucy L. Stedman Memorial Fund 1931
fund year established
Ruth Stevenson Stewardship Endowment 2004
Ralph and Peggy Stockton Arbor Acres Fund 2006
Sturmer Spay and Neuter Fund 1993
Summit School Endowment Fund 1959
Robert E. Taylor Memorial Fund 1995
William Mills and Margaret Parks Taylor Fund 2007
Tower Fund 2008
Trinity Center Endowment Fund 2000
Bynum E. Tudor Fund for Reynolda House Museum of American Art
2001
Unitarian Universalist Fellowship Endowment 2002
United Way Caring Shares Endowment 1990
United Way Joel A. Weston, Jr. Memorial Endowment 1988
Forrest and Gene Vogler Arts Endowment 2008
H. and E. Vogler Fund 1978
Voluntary Action Center Training Endowment Fund 1986
Spencer and Nell Waggoner Charitable FundDesignated
2005
John and Pauline Hoots Waller Trust 1999
Ina B. Watson Trust 2000
Wilkes Library Endowment 2001
Wilkes Playmakers Inc. Endowment 2007
Mr. and Mrs. A. Tab Williams, Jr. Fund 1998
A.T. Williams, Jr. Family Fund for St. Paul’s Episcopal Church
1993
A. Tab Williams, Jr. Fund for the Salvation Army of Winston Salem
1996
A. Tab Williams, Jr. St. Paul’s Building Fund 2007
LuTelle Sherrill Williams Fund 1986
Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center
2001
Diana Dyer Wilson Organ Maintenance Fund 1993
Winston Salem Delta Fine Arts, Inc. Endowment Fund 1995
Winston Salem National Little League Endowment 2000
Winston Salem Piedmont Triad Symphony Heritage Fund
1999
Winston Salem Symphony Chair Endowment Fund 1971
Winston Salem Twin City Host Lions Club Endowment Fund
1999
Wolfe Family Charitable Fund 1996
Wolfe Steele Young Life Trust 1996
World Law Fund 1994
Bland and Ada Worley/Blue Ridge Parkway Foundation Trust
1999
Chris Yarborough Memorial Sawtooth Center Library Trust
1998
YMCA of Greater Winston Salem Heritage Club Endowment
1995
Special Children’s School Jacqueline Styers Young Fund
2001
Designated and Agency Funds continued from previous page
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 0 – 4 1 ]
SINcE 1923 THE FOUNDATION’S STUDENT AID FUNDS have provided local students with the resources to pursue their academic goals. Donors may
establish named funds with a minimum of $10,000 to support students from a particular high school, church, or county, or for those who attend a specific
college or university.
new funds in 2009 purpose
Annie S. Alexander Memorial Scholarship Established by Dr. Donna D. Alexander in memory of her mother to provide scholarships to students pursuing nursing degrees
Gwenn Steward Clements Scholarship Established to support graduating seniors who have been solid English students at Lexington Senior High School
James L. Einstein College Scholarship Fund Established in conjunction with Mr. Einstein's retirement from Rock Tenn Company Alliance Division
Matthew Alan Gfeller Memorial Scholarship Established with memorial gifts from family and friends to support scholarships for students at R.J. Reynolds High School
Sergeant Mickey Hutchens Leadership Scholarship Established in memory of Sergeant Hutchens who served as a police officer with the Winston Salem Police Department for 27 years and was killed in the line of duty
Tripp Joye Memorial Scholarship Fund Established in memory of Milbourne L. "Tripp" Joye, III to provide scholarships to graduating high school seniors who will pursue a bachelor's degree in music
Andrew Lane Memorial/R.J. Reynolds Soccer Scholarship Established by Sylvia Oberle and R.J. Reynolds High School to benefit members of the R.J. Reynolds High School varsity soccer teams
Mark James Mendenhall Memorial Scholarship Fund Established in 1990 and endowed in 2009 to provide scholarships to graduating high school seniors from Forbush High School
Student Aid Funds
fund year established
William H. Andrews/HAWS Scholarship Fund 1993
Zack H. Bacon IV Scholarship 2005
Marshall B Bass Endowed Scholars Program at Winston Salem State University
2002
Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College
2005
Marshall B Bass Scholars Endowment Program at Livingstone College
2007
Marshall B Bass Scholars Fund at Voorhees College 2004
F. A. and Charlotte Blount Scholarship 2007
Sam L. Booke, Sr. Scholarship Fund 1989
Boyles Eidson Scholarship Fund 2001
Jeanna Brown Memorial Scholarship Fund 1986
Tien Bui Memorial Scholarship 2007
Wes Burton Memorial Scholarship 2005
Ray S. Church Memorial Scholarship Fund 2006
Elmer and Rosa Lee Collins Scholarship 2006
Lloyd E. and Rachel S. Collins Scholarship Fund 2001
Mary Rowena Cooper Scholarship Fund 1991
D. C. Cornelius Memorial Scholarship Fund 2004
Serena D. Dalton Scholarship Fund 1977
Joseph E. Davies Scholarship Fund 2002
Bunny and Bill Davis Highland Scholarship Fund 2000
Delta Fine Arts Lois B. and Simona A. Allen Scholarship Fund
1994
Oliver Joel and Ellen Pell Denny Student Loan Fund 1985
Joyce and Jim Dickerson Scholarship Fund 2000
Wade and Marcelene Duncan Scholarship Fund 2004
East Forsyth High School Alumni Scholarship 2002
fund year established
Marlene Marie Pope Flinchum Scholarship 2001
Forsyth County Nursing Scholarship Fund 1969
Joe E. Gaddy, Jr. and Margaret W. Gaddy Scholarship 1995
Garden Club Council of Winston Salem and Forsyth County Scholarship
2004
James A. Gray High School Alumni Scholarship 2002
Claude B. Hart Memorial Scholarship 2004
William T. Hatch and Mabel P. Hatch Scholarship Fund 1994
Fred and Mozelle L. Hinshaw Scholarship Fund 1995
Walter R. Hoag Scholarship Fund 1990
Fred Colby Hobson Scholarship Fund 1994
Jack and Barbara Holt Memorial Scholarship Fund 2000
Brevard R. Hoover, Jr. Leadership Award 2007
I. W. Hughes Scholarship Fund 2008
Elizabeth Loving James Memorial Scholarship 2007
John Russell Jarman Scholarship Fund 1996
Flora Royall Johnson Scholarship Fund 1996
Stella B. Johnson Scholarship Fund 1987
Kapp Weaver Scholarship Fund Greensboro College 1997
Kapp Weaver Scholarship Fund R.J. Reynolds High School
1997
J. Lee Keiger, Jr. Family Fund 1999
Douglas Gray Kimel Scholarship Fund 2007
Law Enforcement Benefit Fund 1993
Law Enforcement Family Scholarship Fund 1994
Leinbach Chain Breaker Scholarship Fund 1992
William H. Lester Packaging and Graphics Scholarship Fund
1990
fund year established
Johnny Lineberry Memorial Scholarship Fund 2008
L. D. and Elsie Long Student Scholarship Fund 1980
Love’s United Methodist Church Scholarship for Christian Education
2008
Love's United Methodist Church Scholarship Fund 2008
Edwin E. and Grace Kimrey Maddrey Scholarship Fund 2003
Mary Speer Martin Scholarship Trust 1997
Millennium Charter Academy College Scholarship 2007
Julia Yokeley Miller Memorial Scholarship Fund 1983
N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund
2003
Gray W. Mock Family Scholarship 2005
Chester Arzell and Helen Miller Montgomery Scholarship Fund
2007
Paul Holcomb Murphy Memorial Fund 1983
Murray Supply Company Scholarship 2006
NC USSSA Scholarship 2007
Emma Kapp Ogburn Memorial Fund 1946
Orthopaedic Specialists of the Carolinas Nursing Scholarship
2002
Jeannette Anderson Parker Memorial Scholarship Fund 2008
Alice Conger Patterson Scholarship 2007
William H. and Lena M. Petree Trust 1996
L. Gordon, Jr. and June D. Pfefferkorn Scholarship 2004
L. Gordon, Jr. and June D. Pfefferkorn Scholarship Fund for Forsyth Technical Community College
2004
Philo ABC Memorial Scholarship Fund 2001
Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund
2005
Student Aid Funds continued on next page
ENDOWED FUNDS
FUND year establisheD
Dean Prim Scholarship Fund 1989
Robert G. Prongay Memorial Scholarship 2001
Patty Brendle Redway Fund 1996
Reynolda Rotary Memorial/Clarence "Big House" Gaines Scholarship Fund
2005
Kate B. Reynolds Scholarship Fund 1979
R.J. Reynolds High School Class of 1968 Memorial Scholarship Fund
1998
John S. and Jacqueline P. Rider Scholarship 2004
Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund
1996
Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund 1998
Samuel K. Rowland Trust 1928
Ray and Pearl Sams Scholarship Fund 1999
Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund
2008
Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund
1997
Sharpe Student Loan Fund 1981
Bruce Shelton Scholarship Fund 1991
Thomas E. Shown, MD Scholarship Fund 2006
Paul and Evelyn Snow Scholarship Fund 1998
Ann Lewallen Spencer Scholarship Fund 1995
Stultz Scholarship Fund 1982
Summit School Opportunity Fund 2006
Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship Fund
1966
Jeff Turner-Forsyth Audubon Scholarship Fund 2005
Nell and Spencer Waggoner Scholarship Fund 2005
Art and Dannie Weber Scholarship 2007
Art and Dannie Weber Fund for Forsyth Technical Community College
2007
Erma Drum Webster Fund 1996
A.T. Williams Oil Company Fund II-H. Frank Steelman Scholarship
2001
A.T. Williams Oil Company Scholarship Fund 1998
A. Tab Williams, Jr. Scholarship Fund 2003
Elizabeth T. Williams Memorial Scholarship 1999
Edwin H. and Louise N. Williamson Endowed Scholarship
2007
The Winston-Salem Foundation Student Loan Fund 1947
Winston-Salem Hospitals Consortium Nursing Student Loan Fund
1981
Erica Wolfe Memorial Scholarship Fund 1998
Yadkin County Association of Educators (YCAE) Scholarship Fund
1985
Blanche Raper Zimmerman Scholarship Fund 1986
Marcus Raper Zimmerman Scholarship Fund 1983
Student Aid Funds – continued from previous page
the winston-salem foundation Scholarship and Education
Grant, established in 2008, provides scholarships and grants to
outstanding Forsyth County students as they pursue post-secondary
education. Recipients must demonstrate exceptional leadership, school
service and community involvement.
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.
We are also grateful for individual donors to the fund (through 2009)
who are acknowledged below. Additional contributions from the public are
welcomed as we seek to make our community stronger through the higher
education of our youth.
CompoNeNt FUND year establisheD
Guy J. Bridges, Jr. Educational Fund 2006
Leo Caldwell Memorial Student Loan Fund 1923
Stanley Michael Elrod Scholarship Fund 2004
Emergency Loan Fund 1937
John L. Gilmer Student Loan Fund 1947
John Gold Memorial Fund 1976
Anna Hodgins Hanes Student Loan Fund 1926
Stanley D. Hartgrove Memorial Scholarship Fund 1997
Keith Jackson Memorial Fund 1976
Lasater Student Loan Fund 1927
Norfleet Memorial Fund 1976
Lucy Simmons Puryear Memorial Scholarship Fund 1994
W. N. Reynolds Student Loan Fund 1931
M. D. Stockton Education Fund 1927
N. D. Sullivan Charitable Trust 1971
George B. Whitaker Memorial Student Loan Fund 1927
The Winston-Salem Foundation Scholarship and Education Grant
DoNors
Anonymous
Mr. and Mrs. James W. Armentrout
Charles R. Hemrick/Norma Charles-Sink through the Sam N. Carter and Pauline H. Carter Fund
Mr. Ian Prior – Spector Limited
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 2 – 4 3 ]
Advised Funds
Tom and Jean Adams Fund
David and Liz Albertson Fund
Hannah Albertson Fund
Martha Albertson Fund
Betty and Eben Alexander Advised Fund
Elms and Harriet Allen Advised Fund
Gayle Anderson/Carey Hedgpeth Fund
Dr. Stephen G. and Cynthia Anderson Advised Fund
Mr. and Mrs. James N. Andrews Fund
Anonymous (5)
ARC Fund
Marie and Guy Arcuri Family Fund
Douglas D. Arnold and Lynn E. Calhoun Advised Fund
Dan and Margaret Austell Fund
Dr. Khosrow Bahrani Advised Fund
Charles S. and Beth D. Baldwin Advised Fund
Pam and Bill Ball Advised Fund
R. Barrett Family Fund
Marshall B and Celestine P. Bass Non Endowed Advised Fund
Michael and Julie Baughan Fund
Bill and Louise Bazemore Fund
Edward S. and Barbara T. Beason Advised Fund
Ranlet S. and Frank M. Bell, Jr. Advised Fund
Mr. and Mrs. Graham F. Bennett Advised Fund
Bentley Fund
Deborah L. Best Advised Fund
Mr. and Mrs. H. Lee Bettis Advised Fund
David and Susanne Blanco Advised Fund
Frank L. Blum Fund
June and Jack Blunk Fund
Paul Breitbach Fund
Brendle Advised Fund
Felice and Richard A. Brenner Fund
Mike and Wendy Brenner Charitable Fund
James T. and Betty S. Brewer Fund
Bridgeford Charity Fund
Michael Britt Family Fund
Dr. Richard A. Brodkin Advised Fund
Brookfield Fund
Grace and Jimmy Broughton Fund
Henrietta Dibrell Brown Advised Fund
Kenton and Amy Brown Fund
Kirby C. Brown Fund
Patty and Malcolm Brown Fund
Rodney C. and Martha R. Brown Fund
Canary Fund
Angela and William Carr Advised Fund
Anne S. Carr Advised Fund
Thomas A. and Kay B. Carter Advised Fund
David and Deborah Cassels Fund
Mr. and Mrs. Thomas H. Caudle Advised Fund
Cavanaugh Fund
Steve and Tonya Cavanaugh Hope Fund
Hobart and Adelaide W. Cawood Fund
John and Victoria Ceneviva Fund
Chuck and Bobbie Chambers Advised Fund
Dudley C. and Winborne S. Chandler Fund
Barbara F. Chatham Advised Fund
Jerry and Brenda Cheek Charitable Fund
Children's Enrichment Fund
Christopher Fund
Nick and Jennifer Chrysson Advised Fund
Jeff T. and René F. Clark Advised Fund
Gwenn S. and Michael L. Clements Advised Fund
D. Elwood and Helen H. Clinard Fund
Kirtan Coan and Al Greene Advised Fund
Sophia Cody Advised Fund
Gary W. and Virginia F. Cole Advised Fund
David Collins Fund
Barry and Dottie Cook Fund
Ray and Jackie Cope Fund
Harry Corpening Fund
James and Barbara Corrigan Advised Fund
Dr. and Mrs. Robert J. Cowan Advised Fund
Nancy and Scott Cramer Advised Fund
Craven Family Fund
Jane and Penn Craver Advised Fund
Mrs. Elizabeth W. Crockett Advised Fund
O.K. Crouch Family Fund
Rick and Sara Crowder Charitable Fund
Grace L. Cullinan Advised Fund
Julia C. Cullinan Advised Fund
Walker M. Cullinan Advised Fund
S. G. Dale Fund
Bill and Betty Gray Davis Advised Fund
Mr. and Mrs. John W. Davis Advised Fund
Mr. and Mrs. Thomas H. Davis, Jr. Advised Fund
Dr. James Day Advised Fund
Deaton Family Advised Fund
Louis Nelson Dibrell III Family Fund
Patricia Ann Rudolph Dixson Advised Fund
Kay and Dan Donahue Fund
Mr. and Mrs. James W. Douglas Advised Fund
Thomas S. Douglas, III Advised Fund
Ashley H. and Graham P. Dozier Advised Fund
Dale E. and Luci H. Driscoll Advised Fund
Noel Lee Dunn Advised Fund
Eagan Brothers LLC Fund
Robert and Amy Egleston Advised Fund
Eisenberg Family Advised Fund
Aurelia Gray Eller Fund
Jerry and Janet Enos Fund
Gerald and Ann Esch Donor Advised Fund
Lisbeth C. Evans and Mr. James T. Lambie Advised Fund
Falken Family Fund
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.
Jane P. Masich Advised Fund
Walter McDowell Advisory Fund
Mist Island Foundation Fund
Dan and Bonnie Murphy Charity Fund
Keith and Lisa Norman Family Advised Fund
Novant Community Benefit Funds
Peter Perret Fund for Young Musicians
Steve and Nancy Rowell Charitable Fund
Thomas Teague Fund
Susan B. Wall Advised Fund
Mr. and Mrs. Scott K. Young Charitable Fund
new funds in 2009
Anonymous
Stewart and Tracey Beason Charitable Fund
Robert F. Coil Advised Fund
Nella P. Fulton Advised Fund
Paul Fulton Non Endowed Advised Fund
Frank and Margaret Hunter Fund
Non Endowed Advised Funds continued on next page
NON-ENDOWED FUNDS
Donna and Michael Fina Advised Fund
Gary G. and Diana B. Fleming Fund
Representative Dale and Synthia Folwell Family Fund
T. Vernon and Jennifer K. Foster Fund
Alice Foster Ficken Fund
Cecil and Henrietta Foushee Advised Fund
Sheila F. and John C. Fox Fund
Alice Dibrell Freeman Family Fund
Mr. and Mrs. Alex H. Galloway Advised Fund
Camille and Jim Galloway, Jr. Advised Fund
Dr. Kenneth R. Gallup, Jr. Advised Fund
Caroline Gamble Charitable Fund
Harold and Patricia Garner Donor Advised Fund
John and Linda Garrou Advised Fund
Gfeller Family Fund
Matthew Alan Gfeller Memorial Fund
Jim and Mary Alice Gibbs Advised Fund
John Munro and Flavel McMichael Godfrey Advised Fund
Ted and Julia Ann Goins Advised Fund
Tony and Vi Golding Fund
Goodrum Family Advised Fund
Alice Jane Goodson Fund
Alice and W. A. Goodson, Jr. Advised Fund
Judy S. and William A. Goodson, III Advised Fund
Thomas O. and Leesa L. Goodson Advised Fund
William A. and Georgia H. Goodson Fund/Goodson Advised
William A. and Georgia H. Goodson Fund/Saunders Advised
Kathryn Hanes Graves Advised Fund
C. Boyden Gray Advised Fund
Hunter Gray Advised Fund
Alfa and Gerry Gunzenhauser Non Endowed Advised Fund
Carlota G. Haberkern Fund
Hall Family Fund
Martha S. Hancock and James A. Hancock, Jr. Advised Fund
Hands and Feet Fund
Ann S. and F. Borden Hanes, Jr. Advised Fund
Helen C. Hanes Fund
Jim Hanes Fund
Marcus Hanes Fund
Robin M. Hanes Fund
Kathy and Jim Hardison Advised Fund
Robert B. and Lisa B. Harrell Non Endowed Advised Fund
John and Anne Harrison Advised Fund
Hash Advised Fund
Linda Adair Hatcher Memorial Fund for Eating Disorders
Charles H. and Susan Hauser Advised Fund
Don and Bé Haver Advised Fund
Dick and Karen Hedrick Advised Fund
Dr. Eugene Heise Advised Fund
Edna and Jeff Helms Fund
Jay and Jane Helvey Advised Fund
Page Daniel Hill Fund
Doris and William Hohman Non Endowed Advised Fund
Mr. and Mrs. William E. Hollan, Jr. Advised Fund
James E. Holmes, Jr. and Betty J. Holmes Fund
Homebuilders Association of Winston Salem Charitable Fund
Bob and Gwynn Hooks Fund
Horton Family Fund
Hamilton C. Horton, Jr. Family Advised Fund
Wava Howard Runnymede Beautification Fund
Eric N. Hoyle Advised Fund
Robert C. and Catherine C. Huber Advised Fund
Tom and Lucia Hughes Family Fund
Ann and Dudley Humphrey Advised Fund
John W. Hunt Advised Fund
Hunter Family Fund
Mr. and Mrs. David A. Irvin Advised Fund
Jim and Dianne Iseman Charitable Fund
Susan M. Ivey Advised Fund
Francis and Adele James Advised Fund
Jarrahi Family Advised Fund
JG Advised Fund
Elizabeth G. and Stephen A. Johnson Charitable Fund
Ann and Halbert Jones Charitable Fund
JSCG Donor Advised Fund
Pam and Fred Kahl Advised Fund
David and Rachel Katzer Charitable Gift Fund
Mr. and Mrs. William B. Kay, Jr. Advised Fund
Sherry A. Kellett Fund
Stanhope A. and Elizabeth Kelly Advised Fund
Charlie L. Kennedy, MD Donor Advised Fund
Robert M. and Mary R. Kerr Advised Fund
Nancy T. and Richard J. Keshian Fund
Cornelius Vanstory King Advised Fund
Robert W. and Candy E. Kiser Charitable Fund
Edith and Bill Knott Fund
D. Joyce Kohfeldt Fund
Mr. and Mrs. Horace Robinson Kornegay, Jr. Advised Fund
Pete Kulynych Advised Fund
Gilmour and Nancy Lake Advised Fund
Lambeth Family Fund
Susan and George Lautemann Advised Fund
Annette M. Leight Advised Fund
Margaret G. Leight Advised Fund
Mary A. Leight Advised Fund
Kathy and Mike Lewis Fund
Lillie's Friends Foundation Fund
Dr. A. Stanley and Mary Margaret Link Fund
George and Susan Little Advised Fund
Margaret Rose Long Non Endowed Fund
Marieanne and Jerry Long Advised Fund
Matt and Emmie Long Fund
Frank and Kay Lord Advised Fund
David and Libby Lubin Fund
Gail Lybrook Advised Fund
Dr. Mark P. Maier Advised Fund
Richard A. and Carrie Wall Malloy Advised Fund
Deborah S. Marshall Non Endowed Advised Fund
Mr. and Mrs. James E. Martin Advised Fund
Janet and O. C. Martin III Fund
Dr. Richard Marx Advised Fund
Doug and Mary Anne Maynard Fund
Drane and Bill McCall Advised Fund
Thomas P. and Anne B. McDowell Fund
Sarah Murphy McFarland Advised Fund
Cathleen and Ray McKinney Fund
John and Grace McKinnon Advised Fund
J.P. McMichael, Jr. Advised Fund
J. Frank and Laura Turnage McNair Advised Fund
Mrs. C.C. McNeely Advised Fund
Thomas C. McNeil and Sandra B. McNeil Advised Fund
Judson J. and Alice C. Milam Fund
Charles W. Miller Fund
Susan Dibrell Miller Family Fund
Richard and Laura Montgomery Advised Fund
Elsie L. Morris Advised Fund
J. Frank and Lynda K. Morris Advised Fund
Mr. and Mrs. Edward T. Mulvey, Jr. Advised Fund
R. Frank and Mary Jo Murphy Advised Fund
Murray Supply Company Advised Fund
Walter V. and Martha W. Murray Advised Fund
Robert F. and Bonnie L. Naas Advised Fund
Mr. and Mrs. Lucian H. Neal Advised Fund
J. & J. Neely Advised Fund
David and Scottie Neill Advised Fund
Dr. and Mrs. Lewis H. Nelson, III Advised Fund
William Robert and Elizabeth H. Newell Advised Fund
Fred and Lillian Nordenholz Fund
Robert S. and Marianne D. Northington Advised Fund
Anita and Tom Ogburn, Jr. Fund
Laney and Merritt Orr Fund
Judith R. and Samuel H. Owen Fund
Ben C. and Mildred W. Paden Advised Fund
Mr. and Mrs. Craven Page Advised Fund
Mary Beth and Bob Parker Fund
Margaret Weatherspoon Parker Fund
Brookes H. Parrish Fund
Joe and Britt Parrish Fund
The Pathways Fund
John and Dominique Patrick Fund
Non Endowed Advised Funds continued from previous page
Non Endowed Advised Funds continued on next page
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 4 – 4 5 ]
Lucie and Chuck Patton Fund
Carol and Raymond Pearson Charitable Fund
Brenda B. Penney Advised Fund
Clifford and Elizabeth Perry Advised Fund
Ford and Jeanene Perry Advised Fund
Pauline Davis Perry Advised Fund
William H. Petree, Jr. and Katherine Weathers Petree Advised Fund
Pfefferkorn Company Advised Fund
L. Gordon and June D. Pfefferkorn, Jr. Fund
Mr. and Mrs. Stephen F. Phelps Advised Fund
Pine Hall Brick Co. Fund
David and Ingrid Pisetsky Advised Fund
William Pitser Advised Fund
Margaret Scales and Graydon Pleasants Advised Fund
Nancy and Ed Pleasants Advised Fund
Ruth M. and Clifton E. Pleasants Fund
Dr. Harold C. Pollard, III Fund
Dr. and Mrs. Eddie Pollock Advised Fund
Robert S. and Wanda E. Pool Fund
T.J. and Nancy Pulliam Advised Fund
Mrs. Elizabeth L. Quick Advised Fund
George and Susan Ragland Fund
Rainey Charitable Fund
Ramona Fund
David B. Rea Non Endowed Advised Fund
Donald J. and Deborah R. Reaves Family Fund
Reaves Family Charitable Trust
Burton and Frances Reifler Fund
Dick and Sandy Respess Fund
Reynolda Rotary Benevolence Fund
Dr. Vade Rhoades Fund
Lori and Pat Riazzi Fund
Richard T. Rice Advised Fund
Rickelton Fund
Jacqueline P. Rider Advised Fund
John and Lynn Roach Advised Fund
Pauline and Norwood Robinson Fund
David F. and Martha Wilson Rowe Advised Fund
Michael and Deborah Rubin Advised Fund
Curtis Flynt Rudolph Advised Fund
Mr. and Mrs. V. Carver Rudolph Fund
Sanford Harrison Rudolph Advised Fund
James M. and Lorre C. Ruffin Fund
Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund
Jill Runnion Fund
Dr. Wilson and Marcia Russell Fund
SGK Fund
Mr. and Mrs. W.P. Sandridge, Jr. Advised Fund
William Madison and Phoebe Barnhardt Satterwhite Fund
M. Garnett and Georgia G. Saunders Fund
Robert D. and Pamela B. Saunders Fund
Thomas D. and Katherine E.M. Schroeder Fund
The Servanthood Fund
Beverly Britton Rudolph Shaw Advised Fund
Bill and Shirley Shaw Fund
A. Lincoln and Nancy D. Sherk Fund
Adrian and Bob Shore Advised Fund
Dr. Thomas E. Shown Advised Fund
Joe B. and Virginia L. Simpson Advised Fund
Martha and Tom Simpson Advised Fund
Catharine N. and Kenneth N. Sisk Fund
Debra Runnion Sizemore Fund
Mike and Beth Skorich Advised Fund
Kenny and Amy Smith Fund
Brant and Kay Snavely Fund
Snyder Family Fund
John and Nancy Southard Advised Fund
Spaugh Family Fund
Mary Jo W. and R. Arthur Spaugh Fund
Ann Lewallen Spencer Fund
Nancy Spencer Advised Fund
Michael W. Sperry Advised Fund
Bobby and Jan Sprinkle Family Trust
W. Fletcher and Anna B. Steele Family Fund
Stratford Rotary Benevolence Fund
Kathryn Kendrick Streng Advised Fund
Richard and Nancy Sullivan Fund
John J. and Betty Pratt Sutton Advised Fund
Nancy King Tanner Advised Fund
Targacept TargaCare Fund
John A. Taylor Advised Fund
Marguerite B. Taylor Advised Fund
Ron and Merle Tedder Charitable Fund
Louise Dibrell Theberge Family Fund
John B.R. Thomas Donor Advised Fund
F. Nelson Tomlinson Advised Fund
Dr. and Mrs. James F. Toole Advised Fund
Triad Academy Scholarship Fund
Triantos Fund
Donald K. and Beverly L. Truslow Advised Fund
Mary Kay Tucker Advised Fund
Eleanor James Vance Advised Fund
Stuart F. and Frances McD. Vaughn Advised Fund
Peter and Carol Vrooman Advised Fund
Bruce D. Walley, M.D. Fund
Hans W. and Elizabeth K. Wanders Advised Fund
Jack and Jean Ward Advised Fund
William G. Ward MD Family Advised Fund
Leslie R. and Robert E. Warhover Advised Fund
Bill and Judy Watson Fund
Cornelia K. Weigl and Lachlan MacLachlan Advised Fund
Henry and Martha Wellman Advised Fund
John M.& Nancy Kyle Wells and Frances & C.C. Graham Fund
Mr. and Mrs. P. Everett Wells, III Advised Fund
Togo D. West, Jr. Advised Fund
Harden and Janet Wheeler Fund
Ms. Elizabeth N. Whitaker, II Advised Fund
Louisa Whitaker Advised Fund
William A. Whitaker Advised Fund
Nancy and Monty White Advised Fund
Scott and Lauren Wierman Advised Fund
Paul and Jan Wiles Charitable Gift Fund
Arthur T. and Catherine R. Williams, III Advised Fund
Dr. and Mrs. S. Clay Williams, Jr. Advised Fund
John G. and Patricia G. Williard Advised Fund
Mr. and Mrs. Ben S. Willis, Jr. Advised Fund
Mr. and Mrs. H. Norton Willis Fund
Robert M. Willis Fund
Mr. and Mrs. J. D. Wilson, Jr. Advised Fund
Mrs. Nancy H. Wilson Advised Fund
W.T. Wilson Advised Fund
M. Powell and Gertrude S. Winstead Advised Fund
Winters Advised Fund
Winston Salem Rotary Benevolent Fund
Winston Salem Twin City Host Lions Club Advised Fund
Calder and Martha Womble Advised Fund
Erna and Bill Womble Advised Fund
Ralph H. Womble Advised Fund
William F. Womble Advised Fund
James and Johanna Yopp Fund
Lynn and Jeff Young Fund
Stephen and Bonnie Zades Advised Fund
Mr. and Mrs. Nick G. Zegrea Advised Fund
Non Endowed Advised Funds continued from previous page
[ 4 6 – 4 7 ] 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
NON-ENDOWED FUNDS
tollie Barber Memorial fund
clifton e. and ruth Brewer Beck Memorial fund
Black Philanthropy fund
Jackie Brooks Memorial fund
Buena Vista Median restoration Project
cdi symposium fund
children of Vietnam fund
andrew Blake clark Memorial scholarship
clemmons dog Park fund
craven Habitat fund for deaf adults
ecHo network fund
flow automotive companies scholarship fund
fondue fund
for Katie's sake fund
forsyth common Vision council fund
forsyth fund for teaching excellence
denise franklin Journalism scholarship
friends of the Hollywood cemetery fund
Give the Kids a reason fund
alice o'Kelley Goodson Memorial fund
Josh Gray Memorial scholarship fund
Haws/Happy Hill fund
Peter Hinkle Memorial fund
Vanessa c. anthony Hope Memorial fund
Hospital Hospitality House of winston salem
ican House fund
ned c. "Jeep" ingram, Jr. fund for ciener Botanical Garden
Jane's Gift of Hope fund
rachael tolson law Memorial scholarship fund
lions Booster club fund
douglas n. Marlette Memorial scholarship fund
r. B. Matthews student assistant fund
Medical Mission initiative
ricky douglas Mitchell scholarship fund
new winston Museum fund
ncaPa Project fund
nc canso development fund
Jackson Potter Paul arts fund
Peace Haven Baptist church fund
roaring Gap fund
roaring Gap scholarship fund
salem college student Philanthropists fund
salem lodge #139 / robert a. Miller Memorial fund
carl r. sapp field enhancement fund
Harry scofield fund
Jonathan laron skinner Memorial scholarship fund
stokes county trust fund
antony swider art education scholarship
take the lead north carolina fund
twin city Youth Baseball association fund
Vigils for Healing fund
Maytrice walton scholarship trust fund
Michael and Buffy waltrip charitable fund
welch advised fund
elaine white Memorial fund
a. tab williams, Jr. fund for forsyth country day school
a. tab williams, Jr. fund for rose Hill free will Baptist church
a. tab williams, Jr. fund for senior services
winston salem community development collaborative
winston salem community development fund
winston salem/forsyth county sports Medicine fund
winston salem children & Youth fund
winston salem sidewinders fund
with Help from friends
women's fund of winston salem
Youth activities fund
ZaP fund
TeMPORARy ANd sPecIAl fuNds give the Foundation the ability to hold funds for a limited time for organizations and individuals for charitable projects.
temporary and special funds
Charitable Trusts
Abner Alexander Irrevocable Living Annuity Trust
Elms and Harriet Allen Unitrust
Stephen G. Anderson Irrevocable Living Unitrust
Anonymous (2)
James L. Barnhardt Charitable Remainder Unitrust
Edward S. and Barbara T. Beason Unitrust
Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust
Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust
George and Edna Blanton Charitable Annuity Trust
Frederick A. Blount and Charlotte F. Blount Irrevocable Living Annuity Trust
Patricia Ann L. and Grady E. Boyles, Jr. 2007 Charitable Remainder Unitrust
Ann Blanton Breese 2007 Charitable Remainder Unitrust
Harry O. Corpening Charitable Remainder Unitrust
Athalene Couch 2007 Charitable Remainder Annuity Trust
Athalene Couch 2007 Charitable Remainder Unitrust
Joyce H. and James P. Dickerson Charitable Remainder Trust
Frank E. and Mary B. Driscoll Charitable Remainder Trust
Elizabeth T. Edmondson Irrevocable Living Annuity Trust
Rita D. Fitzgerald Charitable Remainder Annuity Trust
Donald F. Folger and Lucy E. Folger Charitable Remainder Trust
Thad W. Garner, Mildred B. Garner and Kathryn W. Garner Irrevocable Living Unitrust
J. Beeson Grubbs Irrevocable Living Annuity Trust
Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust
Lawrence R. Hine Irrevocable Trust
Edmund B. Hopkins Irrevocable Living Unitrust
Lucy Kaplan Irrevocable Living Unitrust
William A. and Edith T. Knott Irrevocable Living Unitrust
William G. Koronis and Ava O. Koronis Irrevocable Living Unitrust
Mary Annette Leight 2002 Charitable Unitrust
Douglas Lewis Family Charitable Remainder Unitrust
Curtis and Sara Long Charitable Remainder Unitrust
Sara S. and Curtis E. Long 2005 Charitable Remainder Unitrust
William and Drane Vaughn McCall Irrevocable Living Unitrust
Nancy Davis McGlothlin Charitable Remainder Unitrust
John B. and Grace D. McKinnon Irrevocable Living Unitrust
Bonnie B. and James C. Messick Charitable Remainder Annuity Trust
Margaret W. Parker Charitable Lead Unitrust
C. Edward Pleasants Charitable Remainder Unitrust
Nancy T. Pleasants Charitable Remainder Unitrust
Ruth M. Pleasants Irrevocable Living Unitrust
James A. Roddick, Jr. 2008 Charitable Remainder Annuity Trust
F. Conard and Jean Snyder Charitable Lead Annuity Trust
Nancy H. Southard Irrevocable Living Unitrust
Nancy S. Spencer Charitable Remainder Unitrust
Edward E. and Jean Jennings Stivers Charitable Annuity Trust
John J. Sutton, Jr. and Betty P. Sutton Charitable Remainder Unitrust
David H. Tate Irrevocable Living Unitrust
Jesse C. Temple 2007 Charitable Remainder Annuity Trust
L. Frances S. Temple and Jesse C. Temple Charitable Remainder Unitrust
L. Frances S. Temple Charitable Remainder Unitrust
M. Louise Thomas Charitable Remainder Unitrust
Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust
Hans W. Wanders Irrevocable Living Unitrust
Arthur G. and Susanne S. Weber Charitable Remainder Unitrust
A. Tab Williams, Jr. Charitable Annuity Lead Trust
Willingham Irrevocable Living Annuity Trust
Mathilda G. Wolfe Testamentary Charitable Remainder Unitrust
Jane Gilbert Womble Irrevocable Living Unitrust
W.F. Womble Irrevocable Living Unitrust
H.C. Woodall, Jr. Family Charitable Remainder Unitrust
Roma Lee Woosley 2005 Charitable Remainder Annuity Trust
THE FOUNDATION SERVES AS TRUSTEE of charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) for donors. CLTs allow donors to
direct income from the trust to the Foundation and/or other charities for a designated period of years. At the end of that period, the principal can be
redirected according to the terms of the original trust documents. CRTs provide life income to designated individuals with the remainder interest of the
trust ultimately going to charity.
FUNDS AND DONORS
Book of Memory
Elaine Abramson
Lin Adams
Annie S. Alexander
Vanessa C. Anthony
Edward Callaway “Ned” Austell
John Lloyd “J.L.” Axsom, Jr.
Louise Bennett Bahnson
Ruth Miller Becher
Everette William Beckner
Irmhild Berndt
Helen Hughes Blum
Betty R. Boney
Henry M. Booke, Jr.
Jean Hartman Browning
David Eugene Butner
Amy Rose Delp Byrd
Patricia Jones Cain
Eva Calloway
Thomas Hilary Chambers
Paul E. Cheek, Jr.
Errol Milner Clifford
THE BOOK OF MEMORY was established by The Winston-Salem Foundation in 1946 as a means of preserving the names of people in whose memory gifts
to the Foundation are made. The specially commissioned, leather-bound book is displayed in the Foundation’s reception area and contains more than 8,600
names. The Foundation provides an acknowledgment to the appropriate person(s) to let them know that a memorial gift has been made and that the name
of the deceased has been inscribed in the Book of Memory.
George William Colvin, Jr.
John M. Cox, Jr.
Johnsie C. Cunningham
Courtland Harwell Davis, III
James Davis
Ann Donnelly
Richard Joseph Dorgan
Mary Elmore Finley
Kaitlin “Katie” Fitzgerald
Dorothy Florence
Cecil Shelton Foushee
William Ragsdale “Will” Froelich
Ralph Edward Garner
Katherine Ives Gheesling
Larry Gillenwater
Alice O’Kelley Goodson
Howard Gray
Joseph Turner Greene, Jr.
George Griswold, VIII
Richard Edward Guthrie, Jr.
Robert Harper
Barbara Barnes Hauptfuhrer
Richard Steven “Rick” Hemrick
Peggy Blum Hill
Dan McLaughlin Hobson
William Frederick Hohman
James T. Holt, Sr.
William R. “Bill” Howard
Catherine Clark Montague Huber
June Porter Johnson
Kenneth A. Johnson
Kenneth B. Keels
Jane Keith
Linda Louise Binkley Ketner
Gretchen Simons Klaff
Edwin M. Leight, Jr.
Anne Kimbrough Ligon
Raymond Lockwood
Regina Irene Derwin Lofland
Anthony M. “Tony” Masich, Jr.
Drane Vaughn McCall
Dr. Quincy A. McNeil, Jr.
Ann Bowles Miller
Frederick Thomas Minnis
Lou McMichael Miracle
Clayton Moore, Jr.
Rebecca Jane Wolfe Myers
Geraldine Alspaugh Nifong
Richard Dewitt “Dick” Ogburn
Shirley Denny Olive
Ora Elizabeth Stone Owen
Kathryn Sue Wilson Peatross
Clyde M. Powers
Wanda Atkins Ransom
William Neal Reynolds, II
Ann Crews Ring
Allan L. Rohrbaugh
Dr. Clemens Harold Sandresky
Kenneth Joseph Scales
David Glen Shepherd
Jonathan LaRon Skinner
Dr. Marcus Frank “Buddy” Sohmer, Jr.
John Peter Strug, Jr.
THE FOllOwing naMEs wERE EnTEREd inTO THE BOOK OF MEMORY in 2009:
Frances Smeyers Thomas
Jack E. Thornton, Sr.
Bynum Ellsworth Tudor, Jr.
Richard H. Tyndall
Earl Craig Wade, Jr.
Ann Conrad Rainey “Connie” Weidman
Mary Anne Whicker
Catherine Caldwell Whitney
Paul Dean Williams
Preston Allen Williams
Nancy Pixley Wilson
Robert Louis Wolfe
Stephen Hugh Wolfe
Kelly Jo Petersen Womble
Pamela H. Gagner Wyatt
Helen Kent Yates
Dorothy Jane Plumer “Billie” Yeager
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 8 – 4 9 ]
The Legacy Society
Anonymous (14)
Ms. Katherine Acton and Mr. Gerald Smith
Mr. and Mrs. Ray Mitchell Agnew, Jr.
Mrs. Sylvia F. Alderson
Judge and Mrs. Abner Alexander
Dr. Donna D. Alexander
Dr. and Mrs. Elms L. Allen
Dr. and Mrs. Harvey H. Allen, Jr.
Mr. and Mrs. Magnus Andersen
Ms. Gayle N. Anderson
Dr. and Mrs. Stephen G. Anderson
Mr. and Mrs. John Appel
Mr. W. A. Armfield, Jr.
Dr. and Mrs. Donald L. Armitage
Mrs. Teresa R. Ashburn
Drs. Anthony and Katherine Atala
Ms. Lisa L. Austin
Mr. and Mrs. Bruce M. Babcock
Mr. and Mrs. L. M. Baker, Jr.
Mr. and Mrs. William P. Baldridge
David L. and Robin C. Barnes
Mr. and Mrs. Richard D. Barnes
Mr. and Mrs. Zeb E. Barnhardt, Jr.
Dr. and Mrs. Rolland Barrett
Mr. Marshall B Bass
Dr. and Mrs. Edward S. Beason
Mrs. Clifton E. Beck
Mr. and Mrs. Frank M. Bell, Jr.
Mrs. Marie Bellin
Mr. and Mrs. R. Gordon Bingham
David and Susanne Blanco
THE FOundaTiOn’s lEgaCY sOCiETY honors those generous individuals or couples who have established or added to permanent endowments totalling
$10,000 or more at the Foundation or those who have made provisions of $10,000 or more for the Foundation through deferred or planned gifts, such as
charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation.
The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2009. If you have fulfilled the
Legacy Society criteria and you are not listed, please let us know. On behalf of future generations, we gratefully thank these donors for their plans to contribute
to such an enduring legacy for our community.
Mrs. George Blanton
Dr. and Mrs. F. A. Blount
Mr. and Mrs. J. Hal Bolin
Mr. and Mrs. Henry M. Booke
Mr. Sam L. Booke, Jr.
Claude and Judy Booker
Mr. and Mrs. Julian R. Bossong
Mr. and Mrs. Glenn C. Boswell, Jr.
Dr. and Mrs. Edwyn T. Bowen, Jr.
Mr. and Mrs. Grady E. Boyles, Jr.
Dr. Sherrill Braswell
Ms. Susan F. Braswell
Ms. Ann Blanton Breese
Mr. and Mrs. J. Paul Breitbach
Mr. and Mrs. Abe Brenner
Ann L. Brenner
Mr. and Mrs. Michael Brenner
Mr. and Mrs. Paul Briggs
Mrs. Lenora J. Brown
Mr. and Mrs. Royall R. Brown, Jr.
Mr. John D. Budd
Mr. and Mrs. Joseph R. Budd
Mr. and Mrs. Richard P. Budd
Mr. and Mrs. Charles Norman Bunce
Dr. Patricia P. Bundy
Dr. David H. Burr
Mr. and Mrs. John W. Burress, III
Mr. and Mrs. David B. Butler
Dr. and Mrs. W. Douglas Cardwell
Dr. and Mrs. Kenneth Carlson
Mrs. Anne Maddrey Carpenter
Mr. Coy C. Carpenter, Jr.
Mrs. William H. Carr
Ms. Genie Carr
Mr. and Mrs. Henry M. Carter, Jr.
Ms. Dorothy A. Caudill
Mr. and Mrs. C. Ray Caudle
Mr. M. Campbell Cawood
Ms. E. Jeanine Chadwell
Mr. and Mrs. Charles W. Chambers
Mr. and Mrs. Chris Chapman
Mrs. Norma Charles Sink
Mrs. Barbara F. Chatham
Mr. and Mrs. Gerald L. Chrisco
Mr. and Mrs. Robert C. Clark
Mr. and Mrs. George M. Cleland
Mr. and Mrs. Michael L. Clements
Mr. and Mrs. D. Elwood Clinard, Jr.
Mr. and Mrs. John Wayne Clodfelter
Mr. and Mrs. Gary W. Cole
Mr. Elmer Collins
Mr. George L. Cooper
Mr. Harry Corpening
Mr. and Mrs. David L. Cotterill
Ms. Athalene Couch
Mrs. Donna H. Craige
Scott and Nancy Cramer
Mr. and Mrs. Robert L. Dalton, Jr.
Mr. Jason Davies and Mrs. Julia Frost Davies
Mr. G. Franklin Davis
John and Terrie Davis
Mr. and Mrs. Richard N. Davis
Mr. and Mrs. William A. Davis, II
Ms. Rebecca M. Deaton
Mr. and Mrs. Albert J. DeForest, III
Mr. and Mrs. Joseph R. Delia
Dr. and Mrs. John W. Denham
Ms. Jan M. Detter
Dr. and Ms. James P. Dickerson
Mr. and Mrs. James H. Diggs
Mr. and Mrs. Joe Dillon
Mrs. Elaine D. Dowdell
Mr. and Mrs. Bruce Downing
Mr. and Mrs. Graham P. Dozier, III
Ms. Grace Draman
Mr. and Mrs. Dale E. Driscoll
Mr. Frank E. Driscoll
Dr. and Mrs. Joseph B. Dudley
Ms. Nancy Dunn
Mr. Noel Lee Dunn
Ms. Mignon Durham
Mrs. Mary M. Eagan
Mr. and Mrs. Fred G. Eidson
Mr. and Mrs. James L. Einstein
Mr. and Mrs. Barry Eisenberg
Mrs. Robert A. Emken
Mr. and Mrs. Alexander C. Ewing
Dr. and Mrs. John C. Faris
Mrs. Rita D. Fitzgerald
Ms. Marlene P. Flinchum
Mr. and Mrs. Victor I. Flow, Jr.
Mr. and Mrs. Donald F. Folger
Dr. and Mrs. Robert V. Ford, Jr.
Mr. Woody Fox
Mr. David W. Fuller
lEgaCY sOCiETY MEMBERs
Mr. Paul Fulton, Jr.
Mrs. James A. Fyock
Dr. and Mrs. Joe E. Gaddy, Jr.
Mr. John K. Gallaher
Dr. and Mrs. Kenneth R. Gallup, Jr.
Ms. Kathryn W. Garner
Mr. Harold R. Garrison
Brittney J. Gaspari
John and Jane Gehring
Mr. and Mrs. Thomas O. Goodson
Mr. William A. Goodson, Jr.
Mr. and Mrs. Bryce Gordon
James and Natasha Gore
Dr. and Mrs. Louis N. Gottlieb
Richard and Liana Gottlieb
Mr. Vergil H. Gough
Mr. and Mrs. Bernard Gray
Mrs. James A. Gray, Jr.
Mrs. J.T. Greene, Jr.
Mr. J. Beeson Grubbs
Dr. Caryl Guth
Dr. and Mrs. Paul P. Gwyn
Mrs. William N. Hailey
Mr. and Mrs. James A. Hancock, Jr.
Mr. and Mrs. F. Borden Hanes, Jr.
Mr. and Mrs. Frank Borden Hanes, Sr.
Mr. and Mrs. R. Philip Hanes, Jr.
Ms. Susan F. Harris
Mr. and Mrs. John Harrison
Mr. and Mrs. Paul D. Harrison
Mrs. Claude B. Hart
Mr. and Mrs. Dennis G. Hatchell
Legacy Society Members continued on next page
Funds and dOnORs
Mr. and Mrs. Sam Hauser
Mr. and Mrs. Donald G. Haver
Mr. and Mrs. Fred W. Hege
Mr. Charles R. Hemrick
Mr. L. Stephen Hendrix
Mr. and Mrs. A. B. Henley, III
Nick Hennessee
Mr. and Mrs. Leonard Herring
Mr. and Mrs. Michael C. Hetrick
Mr. Hardin P. Higgins
Mrs. Harrell B. Hill
Mr. Lawrence R. Hine
Mrs. Alice Hinman
Doris Hohman
Mrs. Barbara Wall Holcomb
Mrs. William E. Hollan, Sr.
Mr. and Mrs. William E. Hollan, Jr.
Mr. and Mrs. James E. Holmes, Jr.
Mr. and Mrs. Robert A. Hoover
Drs. Judith and Marbry Hopkins
Mrs. Edmund B. Hopkins
Mr. and Mrs. Leonard Howard
Mr. and Mrs. Billy Hunt
Mrs. Jacqueline S. Hunt
Mr. John W. Hunt
Mr. and Mrs. David A. Irvin
Dr. and Mrs. Nathaniel Irvin, II
Ms. Susan M. Ivey
Dr. and Mrs. Francis M. James, III
Dr. Richard Janeway
Mr. and Mrs. Harry Jarman
Mr. and Mrs. W. T. Jenkins, Sr.
Mrs. Florinda C. Johnson
Dr. and Mrs. Peter C. Johnson
Ms. Beverly Johnston
Mr. James W. Johnston
Mrs. Catherine M. Jones
Mr. and Mrs. Christopher Jones
Mr. and Mrs. Scott D. Jones
Mrs. R. William Joyce
Ms. Lucy Kaplan
Mr. and Mrs. William B. Kay, Jr.
Mrs. J. Lee Keiger, Jr.
Ms. Terri Kern
Ms. Susan Kerner Hoeg
Mr. and Mrs. Truman T. Kiger
Ms. Earline heath King
Mr. and Mrs. Jessie M. King
Mr. and Mrs. Philip G. Kinken, Jr.
Mr. and Mrs. William A. Knott
Dr. and Mrs. L. Andrew Koman
Dr. and Mrs. Thomas J. Koontz
Bill and Ava Koronis
Mr. Petro Kulynych
Mr. James Lambie and Ms. Lisbeth Evans
Mr. and Mrs. B. Thomas Lawson, Jr.
Mrs. Annette M. Leight
The Honorable Molly Leight
Mr. and Mrs. A. Thad Lewallen, III
Mr. and Mrs. Douglas R. Lewis
Nancy C. Lide
Mr. and Mrs. Stanley Lineberry
Mr. Joseph P. Logan
Mr. and Mrs. Curtis E. Long
Mr. and Mrs. Frank K. Lord, III
Mrs. Elizabeth Lovett
Mrs. Carolin Lowy
Annette P. Lynch
Ms. Patti Ann Lynch
Mr. and Mrs. E. Erwin Maddrey, II
Mr. and Mrs. John Mann
Mr. and Mrs. James E. Martin
Dr. and Mrs. John A. Maselli
Mr. David P. Masich
Mrs. Anthony M. Masich, Jr.
Dr. and Mrs. K. Frank McCain
Dr. William McCall, Jr.
Dr. and Mrs. Bruce R. McCune
Mrs. Nancy Davis McGlothlin
Dr. Timothy McGowen
Dr. W. Frederick McGuirt
Ray and Cathleen McKinney
Mr. and Mrs. John B. McKinnon
Ms. Sally R. McLeod
Mr. and Mrs. J. Frank McNair, IV
Dr. and Mrs. William E. Means
Mr. and Mrs. John G. Medlin, Jr.
Mr. and Mrs. Danny J. Mendenhall
Mr. and Mrs. John Merritt
Mr. James C. Messick
Mr. and Mrs. James E. Messick, Jr.
Dr. and Mrs. Henry S. Miller, Jr.
Mrs. Barbara B. Millhouse
Mr. and Mrs. Neal Millsaps
Mr. Richard G. Mock
Ms. Ellen N. Monahan
Dr. and Mrs. John H. Monroe
Mr. and Mrs. C. Arzell Montgomery
Mr. and Mrs. Timothy R. Moore
Mr. and Mrs. Steven C. Morgan
Mr. and Mrs. Daniel N. Moury
Mr. and Mrs. Marty Myers
Mrs. Mildred Naugle
Mr. and Mrs. David B. Neal
Mr. David L. Neal
Mr. and Mrs. Lucian H. Neal
The Honorable Stephen L. Neal
Mr. and Mrs. T. David Neill
Mr. and Mrs. Fred W. Nordenholz
Dr. and Mrs. David Reese O'Brien, Jr.
Mrs. Algine Neely Ogburn
Mr. and Mrs. Sam C. Ogburn, Sr.
Mr. and Mrs. L. Glenn Orr, Jr.
Mr. and Mrs. Craven B. Page
Mr. John V. Pappas
Mr. and Mrs. Dwight E. Pardue
Mrs. Harry O. Parker
Dr. and Mrs. Eugene H. Paschold
Dr. John Patrick and Dr. Dominique Patrick
Ms. Julie J. Pearce
Ms. Brenda B. Penney
Dr. and Mrs. Francis D. Pepper, Jr.
Mr. and Mrs. Clifford W. Perry, Jr.
Mrs. Clifford W. Perry
Mr. and Mrs. Tony Petree
Mr. and Mrs. L. Gordon Pfefferkorn, Jr.
Mr. and Mrs. C. Edward Pleasants, Jr.
Mr. Graydon Pleasants and Ms. Margaret Scales
Mrs. Clifton E. Pleasants
Dr. Michael J. Pollak
Mr. Richard E. Pope
Mr. and Mrs. Billy D. Prim
Mr. Grady R. Pulliam III
Mr. and Mrs. Cliff Purcell
Mr. and Mrs. Robert L. Quick
Mr. and Mrs. H. Chris Ramm
Mr. and Mrs. James K. Reaves, Jr.
Mr. and Mrs. Harry Reavis
Mr. and Mrs. Patrick Riazzi
Dr. and Mrs. David G. Rice
Mr. and Mrs. Thomas B. Rice, III
Mrs. John S. Rider
Mr. Clay V. Ring, Jr.
James A. Roddick, Jr. and Dorothy Roddick
Mr. and Mrs. Eugene Rossitch
Dr. and Mrs. Michael H. Rubin
Mr. and Mrs. Tom Rucker
Mr. and Mrs. C. Guy Rudisill, III
Ms. Avon Ruffin
Mr. Dalton D. Ruffin
Mrs. H. J. Runnion, Jr.
Dr. and Mrs. William M. Satterwhite, Jr.
Dr. and Mrs. Daniel G. Sayers
Mr. and Mrs. Andrew J. Schindler
Dr. and Mrs. Robert P. Schwartz
Mrs. Lyttleton B. Scott, Jr.
Mrs. Anthony W. Seamon
Mr. Rick Seamon
Ms. Rebecca Ann Sebastian
Mrs. Robert D. Shore, Jr.
Mrs. Rosemary V. Shortt
Dr. Thomas E. Shown
Mr. and Mrs. Paul Sinal
Mr. Willis Slane and Dr. Caroline Chiles
Mr. and Mrs. Archie Smith
Mr. and Mrs. Richard G. Smith, Jr.
Mr. F. Conard Snyder
Dr. and Mrs. John K. Southard, Jr.
Ms. Ann Lewallen Spencer
Mr. and Mrs. James Spencer
Mrs. William O. Spencer III
Mr. and Mrs. Scott F. Sternberg
Edward E. and Jean Jennings Stivers
Mr. and Mrs. Richard Stockton
Mr. and Mrs. Thomas J. Stopyra
Mr. and Mrs. Richard L. Sullivan
Mr. and Mrs. John J. Sutton, Jr.
Dr. and Mrs. Charles V. Taft
Dr. and Mrs. David H. Tate
Mr. and Mrs. John A. Taylor
Mrs. Margaret Taylor
Mr. Jesse C. Temple
Dr. and Mrs. John B. R. Thomas
Ms. M. Louise Thomas
Mr. and Mrs. Stephen A. Thornton
Mr. and Mrs. F. Nelson Tomlinson, Jr.
Dr. and Mrs. James F. Toole
Mrs. Louvenia Cox Tucker
Mrs. Bynum E. Tudor, Jr.
Mr. and Mrs. John L. Turner
Randall and Claire Tuttle
Mr. and Mrs. Harry B. Underwood, II
Ms. Margaret M. Urquhart
Mrs. Deborah H. Vaughan
Bob and Carolyn Vaughn
Tricia Vaughn
Dr. and Mrs. Ramon Velez
Forrest M. Vogler
Ms. Sheila H. Vogler
Mr. and Mrs. Michael B. Wall
Mr. and Mrs. Hans W. Wanders
Mr. and Mrs. John F. Ward
Mr. and Mrs. Joseph Washington
Mr. and Mrs. Philip R. S. Waugh, Jr.
Mr. and Mrs. Arthur G. Weber
Dr. Glenda Weber and Mr. Wayne Weber
Mr. and Mrs. Scott F. Wierman
Mr. and Mrs. Paul M. Wiles
Mr. and Mrs. Joseph Wilhem
Mr. and Mrs. A. Tab Williams, Jr.
Mr. and Mrs. Arthur T. Williams, III
Ms. Cynthia A. Williams
Mr. and Mrs. Stephen T. Williams
Mr. and Mrs. Frank Willingham
Mr. and Mrs. John W. Willingham
Mr. and Mrs. J.D. Wilson, Jr.
Mr. R. M. Wilson
Ms. Betty S. Winslow
Mr. and Mrs. Steve Wohlford
Mr. and Mrs. Harry H. Wolfe
Dr. and Mrs. John R. Wolfe
Rochelle Wolfe
Mr. Ralph H. Womble
Mr. and Mrs. William F. Womble
Mr. and Mrs. H. C. Woodall, Jr.
Mrs. Roma Lee Woosley
Dr. and Mrs. Richard C. Worf
Mr. and Mrs. Hal G. Worley
Bryan and JoAnn Yates
Mr. and Mrs. Karl F. Yena
Dr. and Mrs. Douglas M. Young
Mr. and Mrs. Yasser Youssef
Legacy Society Members continued from previous page
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 0 – 5 1 ]
THE FOllOwing TwO PagEs COnTain THE naMEs of those who made gifts to the Community Fund and Book of Memory in 2009. To review a list of
2009 donors to other named funds, please visit our Web site at www.wsfoundation.org. Both the Foundation and the community are grateful for all of these
gifts—from the smallest to the largest. Collectively these contributions reflect that the Foundation’s mission—to invest in our community by making
philanthropy and its benefits available to all—is alive and well.
dOnORs TO THE COMMuniTY Fund and BOOK OF MEMORY
Gifts to the Community Fund and Book of Memory allow the Foundation to address the community’s best funding opportunities and most urgent needs
through Community Grants. Contributions are listed alphabetically within the following designations: Visionaries, gifts of $5,000 or more; Benefactors, gifts
between $2,500 and $4,999; Advocates, gifts between $1,000 and $2,499; Supporters, gifts between $500 and $999; and Philanthropists, gifts up to $500.
2009 Donors
Mr. and Mrs. Frank M. Bell, Jr.
Mr. and Mrs. J. Scott Cramer
Mr. Charles R. Hemrick/Mrs. Norma Charles Sink
The Senah C. & C. A. Kent Foundation
Mrs. Calder W. Womble
Mr. Noel Lee Dunn
Mr. and Mrs. John A. Taylor
Mr. and Mrs. Paul M. Wiles
Dr. and Mrs. Elms L. Allen
Mr. and Mrs. Robert F. Armfield
Mrs. Amy P. Barnhardt
Mr. William G. Benton
Mr. and Mrs. Henry M. Booke
Mr. Sam L. Booke, Jr.
Mr. and Mrs. John W. Burress, III
Dr. and Mrs. Kenneth Carlson
Mr. and Mrs. F. Hudnall Christopher, Jr.
Mr. and Mrs. Thomas R. Adams
Mr. and Mrs. Anthony Baker
Mr. and Mrs. Bert L. Bennett, Jr.
Mr. and Mrs. Graham F. Bennett
Mr. M. Campbell Cawood
Mr. and Mrs. Ronald J. Clein
Mr. and Mrs. Richard N. Davis
Mr. and Mrs. Thomas S. Douglas, III
VisiOnaRiEs ~ $5,000 OR MORE
adVOCaTEs ~ $1,000 - $2,499
suPPORTERs ~ $500 - $999
BEnEFaCTORs ~ $2,500 - $4,999
Mr. and Mrs. George M. Cleland
Mr. and Mrs. Dale E. Driscoll
Mr. Frank E. Driscoll
Mr. and Mrs. Victor I. Flow, Jr.
Glenn Family Foundation
Ms. Jane Goodson
Mr. and Mrs. Thomas O. Goodson
Ms. Judith B. Halverson
Mr. and Mrs. Charles H. Hauser
Mr. and Mrs. Richard D. Hensel
Mrs. Elaine D. Dowdell
Mr. and Mrs. Graham P. Dozier, III
Mr. and Mrs. James E. Gay, III
Mr. and Mrs. Robert J. Gfeller, Jr.
Mr. Tom Gibbs
Mr. and Mrs. William B. Gibson
Greater Winston Salem Chamber of Commerce
Mr. Kenneth A. Johnson
Mr. and Mrs. William B. Kay, Jr.
Mr. and Mrs. Stanhope A. Kelly
Mr. and Mrs. Gerald H. Long
Mr. and Mrs. Frank K. Lord, III
Grover C. and Jane C. McNair Charitable Foundation Trust
Mr. and Mrs. John G. Medlin, Jr.
Mercedes Benz of the Triad
Mr. and Mrs. Lucian H. Neal
Mr. and Mrs. James G. Hanes, III
Dr. and Mrs. Robert Holmes
Mr. and Mrs. G. Dudley Humphrey
Mr. John W. Hunt
Mr. and Mrs. George C. Lautemann
Mr. and Mrs. W. Randolph Loftis, Jr.
Ms. Deborah S. Marshall
Mrs. Anthony M. Masich, Jr.
Mr. John V. Pappas
Mr. and Mrs. L. Gordon Pfefferkorn, Jr.
Mr. and Mrs. Stephen F. Phelps
Piedmont Natural Gas Foundation
Mr. Graydon Pleasants and Ms. Margaret Scales
Mr. and Mrs. Andrew J. Schindler
Ms. Ann Lewallen Spencer
Ms. Nancy S. Spencer
Ms. Katherine W. Otterbourg
Dr. Melody C. Pierce
Mr. Clay V. Ring, Jr.
Mr. and Mrs. Ed Robins
Mr. and Mrs. Richard O. Rogers, III
Mr. and Mrs. W. P. Sandridge, Jr.
Mr. W. David Shannon
Mr. Willis Slane and Dr. Caroline Chiles
The Strickland Family Foundation
Mr. and Mrs. F. Nelson Tomlinson, Jr.
Ms. Susan B. Wall
Mr. and Mrs. J. D. Wilson, Jr.
Mr. William T. Wilson, III
Mr. William F. Womble
Mr. and Mrs. William F. Womble, Jr.
Swann McBride Properties LLC
Tom Davis Fund
Mr. and Mrs. Hans W. Wanders
Mr. and Mrs. Arthur G. Weber
Mr. and Mrs. John W. Willingham
Mr. and Mrs. H. Vernon Winters
Funds and dOnORs
PHilanTHROPisTs ~ uP TO $500
Dr. Jon Abramson and Dr. Cynthia Lees
Mr. and Mrs. John Albertini
Anonymous
Mr. and Mrs. John Appel
Dr. and Mrs. Philip R. Aronson
Mr. and Mrs. Charles S. Baldwin, III
Bank of America Foundation
Mr. Carl A. Barkley, Jr.
Mr. and Mrs. H. Grady Barnhill, Jr.
Mr. Marshall B Bass
Mr. and Mrs. G. Thomas Battle
Mr. and Mrs. Kirk Beaudin
Mr. and Mrs. R. Gordon Bingham
Dr. and Mrs. F. A. Blount
Ms. Hedda Boker
Ms. Hermina Borgerink
Mr. and Mrs. Edwin E. Bouldin, Jr.
Dr. and Mrs. Edwyn T. Bowen, Jr.
Mr. and Mrs. John B. Brady
Mrs. Betty Brantley
Mr. H. Michael Britt
Mr. and Mrs. Rodney C. Brown
Dr. and Mrs. Vardaman M. Buckalew, Jr.
Mrs. Martha H. Butner
Ms. Elizabeth Carlyle Byerly
Mrs. Mary Irving Campbell
Mr. Coy C. Carpenter, Jr.
Ms. Jo Ellen Carson
Mr. Terry Clark
Ms. Judy Dobbs Condlin
Mr. and Mrs. William Cook
Mr. and Mrs. David L. Cotterill
Ms. Jacqueline H. Crawley
Mr. and Mrs. O. Roane Cross, Jr.
Mr. and Mrs. Marcus B. Crotts
Mr. and Mrs. Richard M. Crowder, Jr.
Mr. Kerry G. Crutchfield
Mr. Charles M. Davis, Jr.
Mr. Gilbert T. Davis, Jr.
Mr. and Mrs. John W. Davis, III
Dr. and Mrs. John W. Denham
Mr. and Mrs. Douglas Dillard
Mr. and Mrs. Robert Dinning
Mr. and Mrs. Charles G. Duckett
Mr. and Mrs. Carl A. Dull, Jr.
Ms. Nancy Dunn
Mr. and Mrs. Robert L. Edwards
Edy Hurdle Consulting, Inc.
Mr. and Mrs. Barry Eisenberg
Dr. and Mrs. William Elesha
Ms. Alice M. Foster Ficken
Flowers Foods, Inc.
Mrs. William H. Freeman
Ms. Cici Fulton
Mr. John K. Gallaher
Mr. and Mrs. James E. Gay, III
Mrs. S. Bailey Glenn, Jr.
Mr. William A. Goodson, Jr.
Mr. and Mrs. William A. Goodson, III
Mr. David Grady
Judge and Mrs. William Graham, Jr.
Mr. and Mrs. William T. Graham
Ms. Jennifer E. Grosswald
Dr. and Mrs. Paul P. Gwyn
Mr. Jonathan D. Halsey
Mr. and Mrs. James A. Hancock, Jr.
Mr. and Mrs. John Harrison
Mr. and Mrs. Dennis G. Hatchell
Mr. and Mrs. Joseph C. Hedgpeth, II
Mr. M. N. Hennessee
Ms. Martha M. Higginbotham
Dr. and Mrs. Edward G. Hill, Jr.
Mrs. Cynthia P. Hine
Mr. and Mrs. Jimmie C. Hines
Dr. David R. Hinkle
Eric and Martha Hoekstra
Mrs. William F. Hohman
Mr. and Mrs. Benjamin I. Holcomb
Mr. and Mrs. Robert A. Hoover
Mrs. E. R. Howard
Mrs. Julius A. Howell
Mrs. Frances R. Huber
Mr. Robert C. Huber
Mrs. Jacqueline S. Hunt
Dr. and Mrs. Ronald I. Hutton
Mr. and Mrs. James M. Iseman, Jr.
Dr. and Mrs. Ali Jarrahi
Mr. and Mrs. Gordon W. Jenkins
Mr. John C. Jessup
Ms. Molly Johnson
Mrs. Catherine M. Jones
Mr. and Mrs. Douglas S. Jones
Dr. and Mrs. F. Whitney Jones
Mr. Thomas J. Keith
Ms. Sherry A. Kellett
Dr. and Mrs. David L. Kelly, Jr.
Mr. and Mrs. James W. Kluttz
Mr. George H. Knostman
Mr. and Mrs. William A. Knott
Mr. and Mrs. David G. Koehler
Dr. W. A. Lambeth, Jr.
Mr. and Mrs. Robert H. Lassiter
Mr. John H. Loughridge, Jr.
Ms. Debbie Mason
Dr. James A. McCool
Mr. and Mrs. Donald W. Memory
Mr. and Mrs. Danny J. Mendenhall
Dr. and Mrs. J. Wayne Meredith
Dr. and Mrs. Henry S. Miller, Jr.
Ms. Jane Milner
Mineral Springs A+ Dancers Booster Club
Ms. Linda Moore
Mr. and Mrs. Kenneth F. Mountcastle, Jr.
Mrs. Elaine Muir
Mr. and Mrs. Edward T. Mulvey, Jr.
Mr. and Mrs. Thomas C. Munden
Ms. Edie Murphy
Mr. and Mrs. William R. Myers
Mr. and Mrs. Robert F. Naas
Dr. and Mrs. Lewis H. Nelson, III
Network for Good
Ms. Marjorie Northup
Mr. and Mrs. Buddy Norwood
Ogburn Properties, LLC
Mr. and Mrs. Sam Ogburn, Jr.
Old Town Club Ladies’ Golf Association
Mrs. Elizabeth D. Orr
Ms. Marilyn A. Parker
Mr. and Mrs. Charles C. Patton
Mrs. Lucy F. Peebles
Mr. and Mrs. Clifford W. Perry, Jr.
Mrs. Clifford W. Perry
Mrs. Helen S. Peterson
Ms. Susan Pfefferkorn
Ms. Josephine O. Phillips
Mr. and Mrs. C. Edward Pleasants, Jr.
Dr. and Mrs. Harold C. Pollard
Mr. and Mrs. William G. Pritchard, Jr.
Mr. and Mrs. Cliff Purcell
Ms. Donna G. Rader
Mr. and Mrs. Emery L. Rann, III
RAPPERS Book Club
Ms. Linda Rhyne and Mr. Paul Williams
Mrs. M. Stewart Robertson, Jr.
Mr. and Mrs. Edwin M. Robins
Ms. Daisy Rodriguez
Drs. Walter and Mary Roufail
Dr. and Mrs. Wilson G. Russell
Mr. and Mrs. J. Robert Sanders, Jr.
Mr. and Mrs. William Shaw
Mr. and Mrs. Kenneth N. Sisk
Mr. and Mrs. J. Todd Slate
Mrs. Brant R. Snavely, Jr.
Mrs. Robert B. Sosnik
Mr. and Mrs. Frederick P. Spach
Mr. and Mrs. R. Arthur Spaugh
Mrs. John A. Spencer
Ms. Susan R. Spencer
St. Paul’s Episcopal Church
Mr. and Mrs. Richard W. Starbuck
Mr. and Mrs. William P. Steele
Mr. and Mrs. Eugene Stewart, Jr.
Mr. and Mrs. Richard Stockton
Mr. Henry B. Stokes
Ms. Kathryn K. Streng
Dr. Carol Strohecker
Mrs. Lois H. Stuart
Mrs. William C. Thacker
Mr. and Mrs. Mark K. Tonnesen
Dr. and Mrs. James F. Toole
Ms. Elizabeth C. Treadway
Mr. and Mrs. Erling S. Tronnes
Mrs. Dorothy J. Trotman
Mrs. Charles F. Vance, Jr.
Mr. and Mrs. Robert C. Vaughn, Jr.
Mr. and Mrs. Robert H. Vaughn, Sr.
Mr. and Mrs. Stuart F. Vaughn
Mr. and Mrs. Richard F. Wagner
Walnut Cove Colored School
Mr. Robert Weidman
Ms. Colleen R. Weiss
Mrs. Martha Wellman
Mr. and Mrs. P. Everett Wells, III
Mr. and Mrs. David C. Wesson
Mr. and Mrs. Robert A. West
Mrs. Robert P. Whaling
Mr. and Mrs. Harden B. Wheeler, Jr.
Mr. and Mrs. Scott F. Wierman
J. Tracy Wilkerson and Barbara M. Wilkerson
Mr. J. Lanier Williams
Dr. and Mrs. S. Clay Williams, Jr.
Mr. and Mrs. John G. Williard
Mr. and Mrs. Ben S. Willis, Jr.
Mr. John G. Wolfe, III
Womble Carlyle Sandridge & Rice
Mr. and Mrs. Hal G. Worley
Mr. James E. Yarbrough, Jr.
Mr. Ralph W. Yokeley
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 2 – 5 3 ]
Financial OverviewCOMBinEd sTaTEMEnTs OF assETs, liaBiliTiEs, and nET assETs (MOdiFiEd CasH Basis) dEC. 31, 2009 and 2008
ASSETS 2009 2008
Cash and cash equivalents $12,474,288 $9,419,642
Certificates of deposit 763,502
Securities 171,170,824 143,316,861
RECEIVABLES:
Student loans 993,819 934,240
Notes 30,033 130,033
Investment in partnerships 15,848,930 13,943,287
Assets held in trust real estate 4,558,212 4,558,212
Building, improvements and equipment 1,039,592 986,175
Split interest assets held in trust (Note 1) 38,138,577 36,329,318
Other assets 670,712 538,117
TOTAL ASSETS $244,924,987 $210,919,387
LIABILITIES AND NET ASSETS
LIABILITIES:
Amounts withheld from employees $8,372 $7,995
Agency deposits 17,395,541 12,459,585
Split interest assets held in trust (Note 1) 38,138,577 36,329,318
Total liabilities 55,542,490 48,796,898
UNRESTRICTED NET ASSETS:
Discretionary 24,276,258 21,029,725
Field of interest 23,559,781 19,889,935
Scholarship 14,323,064 12,155,445
Student loan 1,525,896 1,668,417
Donor advised 71,872,727 65,163,669
Donor designated 49,378,493 38,129,019
Real estate 4,566,791 4,616,877
Administrative (120,513) (530,598)
Total net assets 189,382,497 162,122,489
COMMITMENTS (Note 2)
TOTAL LIABILITIES AND NET ASSETS $244,924,987 $210,919,387
Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $26,835,426 and $25,015,055 as of December 31,
2009 and 2008, respectively.
Note 2: Unpaid grant commitments from endowed funds approved by The Winston Salem Foundation Committee amounted to $1,759,755 and $1,845,828 at December 31, 2009 and 2008, respectively.
[ 5 4 – 5 5 ] 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
OVERViEw
COMBinEd sTaTEMEnTs OF RECEiPTs, disBuRsEMEnTs, and CHangEs in nET assETs (MOdiFiEd CasH Basis)
YEaRs EndEd dEC. 31, 2009 and 2008
chANgE IN NET ASSETS 2009 2008
RECEIPTS:
Donations and bequests $17,143,146 $13,289,189
Interest, dividends, and other investment income 3,752,475 6,482,999
Fees assessed on agency deposits 87,243 100,565
Other receipts 205,145 15,619
Total receipts 21,188,009 19,888,372
DISBURSEMENTS:
Grants 17,098,233 23,826,352
Executive office operations 2,436,620 2,686,853
Trustee banks’ and investment management fees 546,433 660,950
Brokerage fees 22,632 27,722
Other disbursements 246,902 228,274
Total disbursements 20,350,820 27,430,151
RECEIPTS OVER (UNDER) DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS (LOSSES) 837,189 (7,541,779)
NET REALIZED AND UNREALIZED GAINS (LOSSES) 26,422,819 (59,397,024)
INCREASE (DECREASE) IN NET ASSETS 27,260,008 (66,938,803)
NET ASSETS
BEgINNINg Of yEAr 162,122,489 229,061,292
END Of yEAr $189,382,497 $162,122,489
These financials represent information for The Winston Salem Foundation only and do not include the consolidation of two supporting organizations, The Millennium Fund and Partners for Homeownership,
Inc. If you would like a complete copy of the 2009 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at (336) 725 2382, e mail your request to
[email protected], or visit our Web site at www.wsfoundation.org.
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.
the winston-salem foundation committee
sIMPsON “skIP” O. BROwN, JR.
President – Triad Region First Community Bank
kAy lORd Vice chairman Retired Executive Director and Chief Executive Officer Habitat for Humanity of Forsyth County
PAul M. wIles chairman
President and Chief Executive Officer Novant Health
JOHN w. BuRRess treasurer
Retired President J.W. Burress, Inc.
PeGGy cARTeR secretary
Vice President Forsyth Medical Center Foundation
ReNce cAllAHAN
Vice President and Treasurer Walter Robbs Callahan & Pierce Architects
ROBBIe cHANdleR
Sales Manager Merrill Lynch & Company
lyNN BReNNeR eIseNBeRG
Community Volunteer
ROBeRT e. GReeNe
Senior Executive Vice President and Manager of Administration Services BB&T
J. ANdRews HANcOck
President Frank L. Blum Construction Company
TOMMy HIckMAN
Senior Vice President – Operations R. J. Reynolds Tobacco Company
JANeT P. wHeeleR
Retired Vice President R. J. Reynolds Tobacco Company
RAlPH HANes wOMBle
Retired Chief Executive Officer Hanes Companies
OVeRVIew
supporting committees2010 AsseT deVelOPMeNT cOMMITTee
deborah s. Marshall, Chair
J. david Branch
dale e. driscoll
Michael J. fisher
Gordon w. Jenkins
susan G. King
susan w. Mann
ward Miller
timothy r. Moore
c. edward Pleasants, Jr.
James K. reaves, Jr.
anna reilly
napoleon richardson
Kim stogner
Michael trawick
randall tuttle
robert c. Vaughn, Jr.
Philip r. s. waugh
2010 sTudeNT AId cOMMITTee
elizabeth Bradshaw
John candillo
Gwenn clements
ernie copenhaver
lindy ellis
James Gallaher
Philip Grande
carolyn Gray
eddie Hernandez
Gwen Hill
lamar Joyner
Barbara Masi
carolyn Matthews
George Mclendon
richard Mock
Janet Mullins
Patricia norris
daisy rodriguez
larry stephenson
Jane suitt
linda tilley
Paula turner
Becki VanderKlok
teresa white
Malashai woodbury
Karl Yena
nancy Young
BlAck PHIlANTHROPy INITIATIVe
2010 AdVIsORy cOMMITTee
rev. donald Jenkins, Chair
Greg Brewer
tony Burton
florence corpening
raVonda dalton-rann
lynn fuller-andrews
chris leak
Paula Mccoy
corena norris-Mccluney
napoleon richardson, Jr.
lydell thompson
shannon thompson
Janet wheeler
THe wOMeN’s fuNd Of wINsTON-sAleM
2010 BOARd Of dIRecTORs
Michelle cook, Chair
allison Brashear, Md
susan campbell
tonya deem
lynn Brenner eisenberg
sharee fowler
sarah Holthouser
Mary Jamis
Martha logemann
Holly Marion
Jane Martin
chevara orrin
lisa Purcell
Margaret scales
claudia Zorn schaefer
lelia Vickers
Janie wilson
yOuTH GRANTMAkeRs IN AcTION
2009-2010 PARTIcIPANTs
Jamilla Benton
Kate cavenaugh
samantha creasy
widnelia Garcia
tommy Healy
chelsea Hosch
Matt Humphries
tiara Jones
MacKenzie Kiger
amy Kosloske
Ying lin
de’Gary Martin-Hargrave
Margaret Patterson
ana rice
dalylah rogers
Jessica terry
dezquan wilkins
claire wilson
carly wolberg
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 O V e R V I e w [ 5 6 – 5 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 — Receptionist
Leila Warren — Executive Assistant
Todd Slate — Vice President, Finance and Administration
Betty Johnson — Financial Assistant
Carolyn McBride — Grants Processor
Mary Jo Morgan — Accounting Associate
Dee Smitherman — Comptroller
cOMMuNITy INVesTMeNT
Michael Clements — Vice President, Community Investment
Edna Barker — Administrative Assistant, Student Aid
Betty Gray Davis — Senior Program Officer
Robin Burr DeVane — Grants Manager
Kay Dillon — Director, Student Aid
Andrea Falden — Program Officer
Sandra Fishel-Booth — Program Officer
Brittney Gaspari — Director, Grants
Tari Hanneman — Director, Women’s Fund
PHIlANTHROPIc seRVIces
Annette Lynch — Vice President, Philanthropic Services
Jonathan Halsey — Donor Services Officer
Jo Ann Kyslinger — Gifts Processor
Marisa Ray — Development Officer
Ann Tillett — Administrative Assistant, Philanthropic Services
foundation staff
Seated (from left) – Michael Clements, Scott Wierman, Leila Warren
First row – Andrea Falden, Cici Fulton, Betty Gray Davis, Marisa Ray, Christina Perrin, Betty Johnson, Mary Jo Morgan, Lisa Purcell, Annette Lynch, Todd Slate
Second row – Ann Tillett, Robin Burr DeVane, Kay Dillon, Edna Barker
Third row – Brittney Gaspari, Dee Smitherman, Tari Hanneman, Jo Ann Kyslinger, David Gore
Fourth row – Carolyn McBride, Sandra Fishel-Booth, Jonathan Halsey
design: M creative | Photography: christine rucker | Printing: Hutchison allgood | story writing: Kathy norcross watts
The inside pages of this annual report contain fiber sourced from well managed forests.
ConfirmedinCompliancewithNationalStandardsforU.S.CommunityFoundations
Join us on Facebook at www.facebook.com/winstonsalemfoundation[ 5 8 ] 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
OVeRVIew
The WinsTon-salem FoundaTion
is committed to providing guidance, strategy, and
organizational resources to purposeful individuals and
organizations in our community, keeping our shared
values constructively in motion—forever and for all.
860 West Fifth Street
Winston-Salem, NC 27101-2506
Telephone (336) 725-2382
Toll-free (866) 227-1209
Fax (336) 727-0581
www.wsfoundation.org