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The Winston-Salem Foundation Annual Report
2012 Report to the Community 2011 Annual Report
THE WINSTON-SALEM FOUNDATION 2012 REPORT TO THE COMMUNITY | 2011 ANNUAL REPORT NOURISHING OUR COMMUNITY Inside front and back covers: "1,000 Flowers" mosaic wall at The Enrichment Center NOURISHING OUR COMMUNITY WHEN A COMMUNITY is thoughtfully focused on its own nourishment, actively supporting ideas, ambitions, and initiatives that help strengthen and grow the community for the benefit of everyone, its residents are more likely to live in a spirit of trust and mutual respect. When people believe their community is serious about becoming healthier, and that they have a stake in its bright future, they are better able to see and value the big picture. This is how sustainable progress happens. Proper nourishment is about making smart decisions every day, living with balance and following a plan. Yes, this takes time. But consider this: however long it takes to nourish, it takes exponentially longer to counteract the damage of not nourishing. We are fortunate to live in a community brimming with nourishing ideas: Growing diverse leadership. Expanding cooperation. Catalyzing positive change. Broadening access to healthcare. Invigorating the arts. Encouraging the local food movement. The Winston-Salem Foundation is privileged to be involved on an ongoing basis in this essential work. 4 12 26 36 64 66 68 YEA R IN R EVIEW N OU R ISH IN G OU R CO M M UNI TY G R AN TS FUN D S AN D D ON ORS FIN A N CIA L OVER VIE W FOU N D A TION COMMI TTE E S STA FF 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 � T o embrace the contributions of individuals from diverse backgrounds, beliefs, experiences, and perspectives. INTEGRITY � To operate with respect, honesty, accountability, and fairness to all. EXCELLENCE � To aspire to the highest standards in everything we do. To invest in our community by making philanthropy and its benefits available to all. MESSAGE TO THE COMMUNITY string beans from the West Salem Community Garden, located on the edge of downtown, an oasis just blocks away from bustling Business 40. Robust with vegetables in the summer heat, this garden is tended by a diverse group of residents who take pride in their neighborhood, in their city, and in nourishing both the minds and bodies of others. And where does the Foundation fit into this picture? One connection is that recent Community Grants have funded a staff position at Cooperative Extension Service to nurture the exploding public interest in developing community gardens just like this one. Community gardens are helping with broad issues that Foundation grantmaking is addressing every day, including health and hunger, but they are also supporting valuable social capital-building, which we also think is very important. Here you'll find neighbors of diverse races, religions, and socioeconomic backgrounds, working together, and getting to know each other, all the while growing bushels and bushels of produce to both keep and share. We'd like to encourage that experience throughout Forsyth County and beyond! The first community foundation in the world was established in Cleveland in 1914, and Col. Francis Fries made sure that Winston-Salem was not far behind when he established The Winston-Salem Foundation in 1919 with an initial donation of $1,000. Fast forward 93 years: in 2011 the Foundation made over $20.8 million in charitable grants -- more than $2.1 million of which were directed through our Community Grants program, which provides grants to organizations such as Cooperative Extension. These programs are having a positive long-term impact on our community -- improving lives in areas as varied as arts and culture, community and economic development, education, health, and human services. T AKE A LOOK at this report's cover. You'll see a small bounty of During the 2011�2012 school year, the Foundation helped more than 550 local students achieve their dreams of higher education with more than $1 million in student aid -- and for the third consecutive year at that level. Today we have over 1,300 funds established by charitable individuals, families, businesses, and organizations that help support all of this important work. Just as important, however, is an even broader role that we play. The Foundation provides independent, objective, and visionary community leadership, by convening partners, resources, and ideas to create positive change in Winston-Salem. We help identify current and emerging issues and serve as a catalyst of collaboration, inviting individuals, governmental agencies, corporations, and community nonprofits to the table -- helping to move our community forward -- together. Please know that The Winston-Salem Foundation is your community foundation -- join with us as we nourish our community for many years to come! KAY D. LORD Chair The Winston-Salem Foundation Committee SCOTT F. WIERMAN President The Winston-Salem Foundation the winston-salem foundation annual report OVERVIEW [ 3 ] YEAR IN REVIEW 2012 COMMUNITY LUNCHEON RECORD CROWD of almost 1,000 community members gathered on May 2 at the Benton Convention Center for the 2012 Community Luncheon, which highlighted the growing local food movement. Keynote speaker Dr. Nancy Creamer, director of the Center for Environmental Farming Systems and distinguished professor at N.C. State University, spoke about the movement's positive potential impact on economic development, health, social capital, and access to locally grown food in our community. More than 70% of the luncheon menu's ingredients were intentionally sourced from North Carolina, giving attendees an example of how making deliberate choices to support regional farmers can make eating healthier, while also positively impacting the greater economy. During the program, John Burress was presented with the 2012 Winston-Salem Foundation Award, and five 2012 ECHO Award recipients were announced: Adventure Sail, El Cambio, CHANGE Member A Network, Forsyth Humane Society's New Leash on Life program, and Dirk Robertson. The luncheon culminated with a community update from Forsyth County Manager Dudley Watts, who described the local food study currently being conducted by Forsyth Futures and funded by Forsyth County and the Foundation. Study results should be available in December 2012. Our appreciation goes to Cooperative Extension Service of Forsyth County for their participation in the luncheon program and for growing the robust plants that served as centerpieces and that were offered to attendees to share with others or plant in their own gardens. Many thanks to our 72 generous table sponsors who signed on to be Community Investors, Community Builders, and Community Supporters -- their support allowed the Foundation to provide greater community access to the luncheon, which is always our goal. Mark your calendar for next year's luncheon on Wednesday, May 1, 2013! Forsyth County Manager Dudley Watts Keynote speaker Dr. Nancy Creamer the winston-salem foundation annual report YEAR IN REVIEW [5] YEAR IN REVIEW 2012 AWARDS THE WINSTON-SALEM FOUNDATION AWARD is given to individuals who demonstrate the Foundation's values of generosity, excellence, inclusion, and integrity, along with visionary leadership in a community activity or on behalf of a community organization. The 2012 Winston-Salem Foundation Award was given to John Burress, who has been a supporter, advocate, and resource for much of Winston-Salem's nonprofit community for decades. John highly values excellence in education, and he has recently focused much support toward programs for students with learning differences. T HIS AWARD, THE FOUNDATION'S HIGHEST HONOR, trating the recent merger of Triad Academy into a division of Summit School. He was also a key advocate for the establishment of ABC of NC Child Development Center, which now provides services for over 100 children with autism in our community, most of whom could not otherwise afford quality behavioral interventions. John has spent many days at the North Carolina legislature to encourage increased aid for autism as well as insurance coverage for autistic children. This award was selected by a committee comprised of members of various Foundation committees as well as the community-at-large. This very well-deserved recognition comes with a $10,000 Foundation grant, which John designated to the Augustine Project for Literacy and to the WinstonSalem Street School. THE ECHO AWARDS E STABLISHED IN 2001, the ECHO Awards honor individuals and John Burress (center) with Drew Hancock and Scott Wierman John has served as a steady and dependable advocate of Triad Academy, a community resource for children with dyslexia and reading and writing disabilities. John led the effort to triple Triad Academy's financial aid budget, and he was instrumental in orches[6] YEAR IN REVIEW the winston-salem foundation annual report groups who are connecting and building trust in our community. ECHO Award recipients have created bridging social capital by building relationships among diverse people, thus contributing to a safer, stronger, and more inclusive community. The 2012 ECHO Awards were jointly presented by the Foundation and the ECHO Network at the May Community Luncheon. Congratulations to award recipients Adventure Sail, El Cambio, CHANGE Member Network, Forsyth Humane Society's New Leash on Life program, and Dirk Robertson for uniquely connecting people and building trust -- and for making our community a better place for all. The ECHO Awards were selected by a committee representing the Foundation, the ECHO Network, and the community-at-large. Recipients received $1,000 to grant to a nonprofit organization of their choice. For more information on social capital-building in our community, go to www.echonetwork.org. 2012 ECHO AWARD RECIPIENTS Forsyth Humane Society's New Leash on Life program Robert Leak III; Natasha Gore; Mark Uren, Forsyth Humane Society Executive Director; past participant DeWarren Carter; and Drew Hancock CHANGE Member Network Robert Leak III, 2009 ECHO Award Recipient; Natasha Gore, ECHO Network Executive Director; Ryan Eller, Mary Lynn Wigodsky, Janet Owen, Hobart Jones, and Mustafah Abdullah of CHANGE; and Drew Hancock, Foundation Committee Vice-Chair Adventure Sail Robert Leak III; Natasha Gore; Karen Vallecillo-Pereira of YMCA of Northwest NC; Chase Moore, program participant; Fred and Dean Clifford, volunteers; and Drew Hancock Dirk Robertson Robert Leak III; Natasha Gore; Dirk Robertson; and Drew Hancock El Cambio Natasha Gore; Robert Leak III; Moises Serrano, Wooten Gough, Giovanna Hurtado, and Uriel Alberto of El Cambio; and Drew Hancock the winston-salem foundation annual report YEAR IN REVIEW [7] YEAR IN REVIEW THE LEGACY SOCIETY DINNER members at historic WinMock at Kinderton, once one of the largest dairy farms in North Carolina. The evening included conversation, dinner, and Foundation highlights, as well as remarks from representatives of, and participants in, two programs that were past Community Grant recipients. Attendees heard how these grants have helped the Shepherd's Center of Greater WinstonSalem's Congregational Nurse and Health Ministry program, which promotes holistic health in Forsyth County faith communities, as well as the Digital Connectors program, which provides technology and Internet access to low-resource communities. The Legacy Society honors individuals and couples who have established permanent endowments in their lifetimes or who have made a charitable bequest or other planned gift of $10,000 or more. Their generosity greatly contributes to the quality of life in our community, both now and into the future. I N NOVEMBER 2011, the Foundation hosted 225 Legacy Society Skip and Beth Boswell Judy and Bill Watson Nancy Lide with Jim and Mary Allen Martin Legacy Society members enjoying dinner and conversation Mary and W.T. Jenkins [8] YEAR IN REVIEW the winston-salem foundation annual report SCHOLARSHIP CELEBRATION M ORE THAN 200 STUDENTS AND DONORS gathered at Winston-Salem State University in August 2012 to honor 2012-2013 Foundation scholarship recipients and the donors who made their scholarships possible. The breakfast also celebrated the third consecutive year in which over $1 million in student aid was granted to more than 500 students. The program included a special welcome from Michelle Cook, WinstonSalem State University's Vice Chancellor for University Advancement. Dr. Amber Baker, principal of Kimberley Park Elementary School, spoke about her educational journey and the support she received from the Foundation's Kate B. Reynolds Scholarship. Students and donors also heard from Reese Wells, a Nell and Spencer Waggoner Scholarship recipient and a rising senior at UNC-Chapel Hill, as he gave his thoughts on the scholarship, his college experience, and his future aspirations. Annette Lynch of the Foundation with speakers Dr. Amber Baker, Reese Wells, and Michelle Cook Guidance Counselor Dexter Felder of the Early College of Forsyth with student Mario Castro Maclyn Powell with scholarship recipient Eun-Ju Seo Bill and Cynthia Tessien with scholarship recipient Joshua Ung A record crowd enjoys the Scholarship Celebration Breakfast at Winston-Salem State University the winston-salem foundation annual report YEAR IN REVIEW [9] YEAR IN REVIEW BROADENING PHILANTHROPY BLACK PHILANTHROPY INITIATIVE T HE BLACK PHILANTHROPY INITIATIVE (BPI) builds philan- thropic relationships in the African-American community through both education and engagement. BPI supports issues that impact the black community, with a special focus on education, financial literacy, and parenting and life-skills training. In October 2011, the BPI advisory committee hosted a country buffet fundraiser at the home of Janet and Butch Wheeler. More than 165 people attended, and in addition to wonderful food and fellowship, the crowd heard directly from previous BPI grantees about how the initiative had positively impacted their programs. BPI Committee members Tony Burton, Alison Ashe-Card, and Rev. Donald Jenkins with representatives from grantees Ashley Elementary School, Forsyth Technical Community College, and Kimberley Park Elementary School (not pictured: Winston-Salem State University) Food and fellowship were enjoyed at BPI's October 2011 fundraising dinner In February 2012, at a breakfast event at Winston-Salem State University, BPI announced four education grants totaling $17,544. Grant recipients were: Ashley Elementary School, Forsyth Technical Community College, Kimberley Park Elementary School, and WinstonSalem State University, for programs supporting African Americans in the area of education. Over the course of the past four years, the Black Philanthropy Initiative has provided over $83,000 in program grants to local nonprofits in the areas of education, financial literacy, and parenting and life-skills training. BPI announced its fifth grant cycle in late summer 2012, requesting proposals for programming focusing on financial literacy in the black community, and grant recipients will be announced in early 2013. For more information on BPI, go to the "Community Leadership" section of www.wsfoundation.org. [10] YEAR IN REVIEW the winston-salem foundation annual report THE WOMEN'S FUND OF WINSTON-SALEM as the Social Change Exchange. The Social Change Exchange is an occasional forum where Women's Fund members, grantee partners, and the community can discuss the issues raised in The Fund's groundbreaking report -- Through A Gender Lens: The Economic Security of Women and Girls in Forsyth County and other pressing social issues impacting women and girls in our community. Topics at these events included: The Intersections of Race, Gender and Poverty; Our Community's Childcare Crisis; and Teen Pregnancy. In 2011, The Women's Fund was featured in the Women's Funding Network's report Twelve Women's Funds in the South: Common Context, Collective. The report represents a collaborative effort to present the common context and collective impact of 12 women's funds working to address the critical issues affecting women in the southern United States. At their annual luncheon in November 2011, The Women's Fund awarded $108,856 in grants to six local nonprofit organizations to address the economic security of women and girls in Forsyth County, and they also I N 2011, THE WOMEN'S FUND launched a series of events known 2011 grant recipients at The Women's Fund luncheon set aside $20,000 for a teen pregnancy prevention mini-grant program. The teen pregnancy prevention mini-grants were awarded to nine organizations in May 2012 following the release of the Issue Brief entitled Teen Pregnancy and Parenting: Community Concern, Community Solutions. More information about The Women's Fund may be accessed at www.womensfundws.org. YOUTH GRANTMAKERS IN ACTION T books for Cook Elementary HE 2011�2012 SCHOOL YEAR brought with it an enthusiastic new School; group of Youth Grantmakers in Action (YGA). By the end of the school P.E.A.C.E. year, this diverse group of teenagers from 11 area high schools had developed Academy of grant guidelines, solicited grant proposals, and made grants to four youth-led Winston-Salem projects in Forsyth County. for addressing YGA members had many opportunities for learning and fellowship youth bullying throughout the year, including an August full-day retreat and the October and violence; 2011 NC Youth Giving Summit, which drew youth grantmakers from across and WinstonYouth Grantmakers in Action with their 2012 grant recipients the western portion of the state and provided leadership and networking Salem Youth opportunities. Council for making gift baskets for Habitat for Humanity families. In April 2012, YGA held its annual grant celebration at Delta Fine Arts YGA's grants are funded through the Foundation's Youth Philanthropy Center. Four grants totaling $2,005 were made to Forsyth County youth for Initiative Fund; the endowment fund grows each year through YGA parpositive projects that will make a difference in our community. Grant recipi- ticipants' fundraising, as well as through donor contributions. For more ents were: Health Occupations Students of America for making quilts for information on YGA, go to www.youthgrantmakersinaction.org. Victory Junction youth; Mount Tabor High School Key Club for purchasing the winston-salem foundation annual report YEAR IN REVIEW [11] NOURISHING OUR COMMUNITY AS THE WINSTON-SALEM FOUNDATION collaborates with individuals and organizations representing a variety of diverse interests, a common theme arises: We are all dedicated to nourishing a strong and healthy community. Our organization's purposeful involvement in Forsyth County goes back to 1919, a rich history for which we remain ever grateful. On the following pages we highlight a few success stories that illustrate great moments of community nourishment. Whether for individuals or organizations, the environment or the economy, the arts or education, for big initiatives or small inspirations, the Foundation stewards community-born ideas and resources so they can grow and make life better for all. the winston-salem foundation annual report N O U R I S H I N G O U R CO M M U N I T Y [ 1 3 ] COMMUNITY GRANTS NOURISHING A NEIGHBORHOOD NC COOPERATIVE EXTENSION SERVICE, FORSYTH COUNTY vegetables in the West Salem Community Garden. Eighteen raised vegetable beds hold a lush collection of seasonally appropriate crops, including tomatoes, okra, eggplant, carrots, radishes, colorful flowers, basil, thyme, and other herbs. Plastic bags full of fresh vegetables dangle along the split rail fence lining the garden edge until someone stops by to pick one up. "If you want the food, it is available," notes Jeff Yates, a Cooperative Extension master gardener volunteer and mentor to this community garden who enjoys sharing with and learning from other gardeners. As neighbors dig in the dirt, weed, and water the plants together, they sow seeds for food and for friendships. But the real beauty of the garden comes from the many ways it touches the community. "It's two-fold," says Del Perry, who founded the garden in 2004. "The people who are here usually have a better community sense of the needs in the neighborhood, and certainly people who need the food benefit from it." Irma Jackson, a master gardener who also lives in the community, says, "Without somebody thinking about these people, some of them would fall through the cracks." In 2004, Perry asked, and Piedmont International University agreed, to allow neighbors to use its land on the corner of South Green and Bank Streets for a community garden. The West Salem community is diverse O N ANY GIVEN SUMMER EVENING, neighbors carefully tend to and includes renters, homeowners, and large and small businesses. Residents come from a range of socioeconomic means and ethnicities. The garden serves as a central place where people can stop and chat. Garden chairs beneath a big shade tree are placed there as a gathering spot. Jeremy Holderfield works in the neighborhood and has enjoyed getting to know folks of different ages who garden together. "It's a direct way of helping people," he says. West Salem's garden is one of the 100 community gardens Mary Jac Brennan with the Forsyth Cooperative Extension Service supports as community garden resource coordinator. Not only does she work directly with the community gardens, she has also developed gardening leadership through a mentoring program in which volunteer master gardeners and other experienced area gardeners are matched with community gardens to share their expertise. Brennan has also begun linking community gardens to nearby local food pantries that give fresh produce to individuals who need it. And the bounty is growing: last year, the West Salem gardeners alone gave away 595 bags of fresh vegetables, and this year's goal is 1,000 bags. Community gardener Ledon Lopez, originally from New Jersey, enthusiastically offers to share his recipe for the vegetarian lasagna he has made with eggplant and other vegetables that he's growing. "All of us, it just brings the community together," Lopez says. "You get to know your neighbors and help neighbors." [ 1 4 ] N O U R I S H I N G O U R CO M M U N I T Y the winston-salem foundation annual report THE FOUNDATION AWARDED $40,000 to support the Cooperative Extension Service's community garden resource program in 2010 and granted $35,000 in 2011 to support the program for a second year. The grant enabled the agency to hire a community garden resource coordinator, to establish a mentoring program for community gardens, and to support 100 community gardens that gave away approximately 8,000 pounds of fresh produce in 2011. IN 2007 THE WEBERS ESTABLISHED the Art and Dannie Weber Education Fund, a field of interest fund for education, the Art and Dannie Weber Fund for Forsyth Technical Community College, and the Art and Dannie Weber Scholarship. They also established a charitable remainder trust at the Foundation in 1998 and are members of the Foundation's Legacy Society. DONORS SUPPORTING EDUCATION, CHANGING LIVES DANNIE AND ART WEBER D ANNIE AND ART WEBER LEAD VERY ACTIVE LIVES, but they have never been too busy to remember their adopted community of Winston-Salem, which they say has given them so much. The Webers first lived here in the late 1950's when Art was a pharmaceutical sales representative, and he says, "We fell in love with this community." After moving back to Art's home state of Indiana for six years, the couple was able to return to Winston-Salem for Art's new position at R. J. Reynolds Tobacco Company. He says, "Winston-Salem had everything that a young family would love to have." He adds, "We've been here ever since, happy as can be." Art and Dannie opened a Sir Speedy Printing franchise in WinstonSalem in 1974 and purchased an existing store in High Point in 1982. Both remain family businesses today. Early on they had heard about "the special Foundation" here in Winston-Salem, and they were impressed that a city this size could have such a strong community foundation. "I wanted to see if it really worked," Art says. "It does. The way the Foundation is set up, they're very helpful without being demanding. There are so many ways to support the community." The Webers have a deep belief that education is the key to a successful community. "It's the foundation of everything," Dannie says. And because of that, the Webers decided to target their philanthropic resources to provide educational support for the community and opportunities for students who might not otherwise be able to afford it. The Webers' field of interest fund for education has supported a Community Grant to Bolton Elementary School's Girl Talk mentoring program, which targeted girls who were at-risk of dropping out of school due to behavioral problems. Dannie says that the program's success further validated their belief that the Foundation knows how to maximize community resources. She says, "We know it's going to be done well." The Webers also established a designated fund for Forsyth Technical Community College after learning that one of Forsyth Tech's largest segments of students is comprised of single mothers trying to get an education. "I think we are blessed here in Winston-Salem with Forsyth Tech," Art says, noting that not only is the campus impressive, it also offers a wide variety of classes for students of all ages to help them move forward -- even Dannie has been a student there. She has taken Spanish at Forsyth Tech for a number of years and is happy to be able to practice her second language while volunteering at the Community Care Center. "It's so important for young people who want a higher education to be able to get one," Art says. "If funds are a problem, then scholarships can help young people move ahead. I think it's great that the Foundation is set up to help so many." The Webers also established a student aid fund at the Foundation to support college students both in Forsyth County and in Alleghany County, where the couple has a mountain cottage. They have enjoyed getting to know their scholarship recipients and following their college years. They even have a special file for the thank you notes they've received from students who have been able to further their education as a result of their funds administered by the Foundation. "Reading those notes just touches me so much," Art said. "It's so important for young people who want a higher education to be able to get one," Art says. "If funds are a problem, then scholarships can help young people move ahead." the winston-salem foundation annual report N O U R I S H I N G O U R CO M M U N I T Y [ 1 7 ] COMMUNITY GRANTS 1,000 FLOWERS SOW SEEDS OF FRIENDSHIP THE ENRICHMENT CENTER R EMEMBERED JOKES AND EASY LAUGHTER reveal a lasting bond between Winnie Pompell, who attends The Enrichment Center, and visiting artist Jan Detter. Their friendship began when they worked together on "1,000 Flowers," a mosaic that has become a focal point for the entrance to the Center's Gateway Gallery. Detter, who has been creating public art since 1975, served as a resident artist at the Center in 2011 where she worked with students to build the mosaic wall. They created 1,000 flowers out of discarded items such as buttons, beads, door pulls, bits of glass, and mirrors. The project was funded by a 2010 Foundation Community Grant to support two artist residencies, including Detter's work. "Winnie's flowers were always better than mine," says Detter, who teaches creativity and innovation at Wake Forest University. "I think it's because Winnie has a very open heart. I think she breathes it and lives it, and that open-heartedness has been a great gift to me. Winnie has been my teacher." "Here the students are so unusually porous in that whatever you put in front of them, they are up for it.... The students here are so flexible in looking at things." Winnie rides a bus to the Center and has been attending for five years. "It's a great opportunity," she says. Almost 30 years ago, a group of parents saw the need for a resource such as The Enrichment Center. Executive Director Valerie Vizena notes, "When children with intellectual and developmental disabilities left the traditional school system, there was nothing for them. What makes us so unique: they have an experience similar to a college experience, not just a safe haven. It was set up to be totally an enriching opportunity." The Enrichment Center was established in 1983 as an arts-based day program with only three students. Now it serves more than 500 individuals and also offers programs that assist clients in finding employment and in managing their bill paying. The arts-based program offers classes in studio art, textiles, photography, jewelry, multimedia, digital media, music, percussion, drama, theatre, dance, job training, and functional life skills. Ceramics and mixed-media specialist Stacey Sword-Halsey has also worked with Winnie on several projects. Stacey says one of Winnie's lessons in particular has stayed with her: "Don't say `can't'." "There were not many options for this population besides workshops before The Enrichment Center opened," says Stacey, who has been teaching at the Center for eight years. "This allows them to be who they really are. There are no limitations." [ 1 8 ] N O U R I S H I N G O U R CO M M U N I T Y the winston-salem foundation annual report THE ENRICHMENT CENTER received a 2010 Foundation Community Grant of $19,875 to fund two artist residencies. A previous 2009 Foundation grant of $17,000 was used to construct a sculpture garden to display metal sculptures made by Enrichment Center artists and three local sculptors. In 2007, The Enrichment Center established an Agency Endowment at the Foundation, and funds were raised through a 1:4 matching grant program. Winnie Pompell (l) and Jan Detter DR. AMBER BAKER received scholarship funding from the Kate B. Reynolds Scholarship, which was established at the Foundation in 1979 to provide financial aid for traditional and non-traditional age students from Forsyth County. Kimberley Park's community garden project was funded by a 2009 grant from The Women's Fund of Winston-Salem, and the News Worthy program was funded by a 2011 grant from the Foundation's Black Philanthropy Initiative. STUDENT AID A PASSION FOR EDUCATION R. AMBER BAKER SEEMS to be as at home on the playground at DR. AMBER BAKER Kimberley Park Elementary School as she is in her office or in a classroom -- her affection for her students is palpable. And her childhood memories of growing up during desegregation in Louisville, Ky., have impacted her role as an educator today. Baker, who is beginning her fifth year as principal at Kimberley Park, says, "that experience dealing with racism up close and personal, having a teacher refuse to teach us because of the color of our skin -- I was a ball of anger when I got here. I was a fighter." She moved to Winston-Salem in 1981 and graduated from North Forsyth High School in 1982. She studied marketing and management at Howard University before dropping out and moving back home with her young daughter, Ashlei. "At that point I didn't have anything to lose. When I had a chance to go back and reinvent myself, I knew education was what I wanted to do." At the age of 25, with support from the Kate B. Reynolds Scholarship held at the Foundation, Baker enrolled at Winston-Salem State University. "The Winston-Salem Foundation is probably one of the most diverse organizations in terms of what they do," Baker said. "In other cities, I wouldn't have been able to go back to school." She graduated with a degree in elementary and special education and a minor in English and history. At Ohio State University, she completed an accelerated dual-degree program in which she received a master's degree and a doctorate in curriculum instruction and education administration. D Baker subsequently taught at Winston-Salem's Kennedy Middle School and then worked in school administration in Charlotte and Minnesota. For the past five years her heart and her home have been at Kimberley Park Elementary School. Baker has passionately pursued unique program opportunities and funding to expand her students' education. For example, a community garden project was designed to strengthen bonds between 4th-grade girls and their mothers. A program called News Worthy exposed students to broadcast journalism and in the process strengthened their skills in reading, writing, and public speaking. The school's campus, which was bare and depressing when she arrived, now boasts three colorful playgrounds, a landscaped stage area, as well as a new running water feature. The school also opens up its grounds for neighborhood gatherings -- a wonderful means of community-building. Baker expects a lot from her students in return for her work on their behalf. She says, "My kids don't get an excuse from me for not doing their best. They don't get a pass. The answer is education, and education does not just occur in the classroom." the winston-salem foundation annual report N O U R I S H I N G O U R CO M M U N I T Y [ 2 1 ] DONORS HONORING A SON'S MEMORY PAM AND BILL LONGYARD W HEN PAM AND BILL LONGYARD'S SON TIEN BUI died unexpect- edly at age 34, they decided to honor his memory by creating a scholarship to help other engineering students. "The best way to preserve his memory is to have something that will last a long time," Bill says. "A scholarship does that. It's going to carry on for many years, and hopefully it will inspire many." In 2007, Bill and Pam established the Tien Bui Scholarship for a Winston-Salem/Forsyth County Schools student attending N.C. State University's College of Engineering. The scholarship is especially meaningful because both Bill and Pam know what it means to need help during their lives. After her first husband was killed in war-torn Vietnam, Pam gathered her sons Tien, then 3, and Hoan, then 5, and escaped with five other family members to Thailand in a small boat. They later arrived in the United States, where the eight of them shared an apartment. Bill's early years weren't easy either. His birth parents were alcoholics, and he and his two siblings suffered malnourishment until they were adopted by a caring couple and saw first-hand how generosity can change lives. Bill and Pam met while working at The Washington Post and eventually moved to Winston-Salem for its affordable quality of life. A gifted student athlete who excelled in wrestling, Tien attended Reynolds High School and the Career Center in Winston-Salem and graduated magna cum laude from N.C. State University with a Bachelor of Science Degree in Electrical Engineering. He later earned a Master of Science in Electrical Engineering. He was an expert in chip technology for cell and satellite phones, and he traveled the world working for Ericsson, Sony, and Texas Instruments. "He could do anything," Pam says. "He was a people person. He put people at ease." Since it was established in 2007, their scholarship fund has helped five students attend the College of Engineering at N.C. State. The Longyards have met several of their scholarship's recipients, and Bill says, "They are outstanding." The Longyards have also decided to include the Foundation in their estate plans, and they are Legacy Society members. "We are not wealthy people," says Bill, a retired high-school English teacher. Pam is a retired chef. "We want to inspire other middle-class folks. It's not an elitist thing to be involved in a charity like The WinstonSalem Foundation. The Foundation gives us the comfort to know that our limited charity money is going to be invested and spent wisely; it's going to go to appropriate recipients." For Pam, who knows so well the price of freedom, supporting education is a way to contribute to America. For those who receive the scholarships, Pam notes, "They are in a sense Tien's children. They are benefitting from his work." [ 2 2 ] N O U R I S H I N G O U R CO M M U N I T Y the winston-salem foundation annual report IN 2007, PAM AND BILL LONGYARD established the Tien Bui Scholarship in memory of their son, Tien, to provide support for an aspiring student in the Winston-Salem/Forsyth County Schools to attend N.C. State University's College of Engineering. The Longyards are also members of the Foundation's Legacy Society. THE SALVATION ARMY received a $25,000 Community Grant from the Foundation in 2011 to support the Academy of Music and Arts. Other music-related Foundation grants to The Salvation Army have included a 2006 grant of $12,500 to enable the purchase of brass instruments and a 2000 grant of $15,935 to start a drum corps for members of the Boys and Girls Club. COMMUNITY GRANTS MAKING MUSIC AND CHANGING LIVES THE SALVATION ARMY everyone led The Salvation Army to create an Academy of Music and Arts that offers high-quality music instruction to children who might not otherwise have the opportunity to participate. "Music can change their lives," says Sarah Jewett Clarke, the assistant to the Director of Operations at The Salvation Army in Winston-Salem. The Academy began in 2003 with just 15 students, and the program has grown steadily over the years. Now, 55 students ages 7 to 18 regularly attend, and 70 percent come from low-income households. Full-day participation in the summer program costs a maximum of $40 per week, and the Academy also holds afternoon programs during the school year as well as a spring break camp and field trips. "Diversity is abundant," says Program Director Jeff Clarke. "It's definitely a part of who we are." Each student participates in band and plays either brass or percussion, continuing a historical tradition of The Salvation Army, which was begun as a street movement in the 1800s by a Methodist minister who used brass bands to attract people's attention. Students choose electives such as chorus, music theory, guitar -- and a favorite: the drum line. Students who develop an interest in their instruments can borrow them to use in school band programs, and their instructors are experienced, professional musicians. Funding from the Foundation has made a big impact because balancing limited resources is difficult. Other Salvation Army programs, which are providing people with basic necessities such as food and shelter, are in high demand in this economy. "It's proven that music helps kids in a variety of ways," Sarah says. "Kids who are exposed to music and music theory score higher in math and reading comprehension." Yet the Academy offers more than an academic boost. Former Academy participant Rachel Hodge graduated in 2012 from Parkland Magnet High T HE BELIEF THAT MUSIC AND THE ARTS should be available to School and has earned a full college scholarship. For Hodge, the Academy became a "home away from home." "I wanted a place I could be away from home and make friends, a way to connect," says Hodge, who this summer has taken on a leadership role as an instructor. "It's completely changed my life." "They learn everything; they'll find something that they like," says Jeff as he leads several youngsters playing guitars in a Bob Marley song. "I love it: This is a 9-year-old girl that's shredding it up on the guitar. You see it again and again and again: kids becoming musicians over the summer." "For a lot of kids, the key is opportunity: giving them something to do, something to be proud of, a place to perform, a place where people can appreciate what they've done. I really feel like we've accomplished that." the winston-salem foundation annual report N O U R I S H I N G O U R CO M M U N I T Y [ 2 5 ] GRANTS 2011 Foundation grants provide significant support to two main constituencies: to NONPROFIT ORGANIZATIONS as they make communities a healthier place to call home and to LOCAL STUDENTS as they pursue higher education. In 2011, the Foundation: > Made more than $20.8 MILLION in TOTAL CHARITABLE GRANTS, the majority of which remained in our local service area > Awarded more than $2.1 MILLION through our COMMUNITY GRANTS PROGRAM > Assisted more than 550 STUDENTS with STUDENT AID support totaling over $1,000,000* in the 2011�2012 school year *$892,000 in Scholarships and $143,000 in Student Loans [26] GRANTS the winston-salem foundation annual report TYPES OF GRANTS DESIGNATED GRANTS ensure long-term annual support from an DONOR-ADVISED GRANTS, made from both endowed and non-endowed funds, connect donors with the power of philanthropy through individually advised funds as well as funds that are advised by outside committees. COMMUNITY GRANTS provide funding assistance to nonprofit endowment fund's income for one or more organizations that were specified by the donor at the time the fund was created. SCHOLARSHIPS assist students in paying for their post-secondary organizations that are having a positive long-term impact on our community. Funding for these important grants comes from Unrestricted and Field of Interest endowment funds that have been established by donors. For more information on how organizations can apply for a Community Grant, please refer to the "Grant Seekers" area on the Foundation's Web site at www.wsfoundation.org. education. For additional information on the Foundation's Student Aid application process, which also includes low-interest student loans, go to the "Students" section of www.wsfoundation.org. AGENCY ENDOWMENT GRANTS provide support to charitable organizations through endowments that were established by nonprofits to support their work in the community. 2% <1% OTHER GRANTS AGENCY ENDOWMENT GRANTS 4% SCHOLARSHIPS 12% DESIGNATED GRANTS 2011 FOUNDATION GRANTS (by Fund Type) 43% DONOR-ADVISED (NON-ENDOWED) GRANTS 13% COMMUNITY GRANTS 26% DONOR-ADVISED (ENDOWED) GRANTS the winston-salem foundation annual report GRANTS [27] COMMUNITY GRANTS 2011 In 2011, the Foundation supported nonprofit programs with over $2.1 MILLION in Community Grants that are making a difference in a wide variety of areas in Forsyth County. Funding for these timely grants comes from UNRESTRICTED AND FIELD OF INTEREST FUNDS that have been established by donors, as well as from the Foundation's GRANTMAKING PARTNERS program. 2011 COMMUNITY GRANTS (by Program Area) 3% RECREATION 3% ANIMAL WELFARE 4% HEALTH 5% 30% HUMAN SERVICES ENVIRONMENT 9% ARTS & CULTURE 11% COMMUNITY & ECONOMIC DEVELOPMENT 20% PUBLIC INTEREST 15% EDUCATION [28] GRANTS the winston-salem foundation annual report GRANTMAKING PARTNERS TODAY, MANY DONORS WANT active grantmaking that is responsive to the changing community and reflective of their personal interests, and the Foundation's GRANTMAKING PARTNERS program provides this opportunity. Throughout the year, donor-advised fundholders are notified of COMMUNITY GRANT requests from eligible nonprofits, and many choose to partner with the Foundation to support them through their own funds. These fundholders benefit from Grantmaking Partners by: > LEVERAGING more charitable dollars to respond to opportunities > BEING AWARE of timely community funding opportunities > MATCHING their interests with community nonprofits in order to make effective grants > LEARNING ABOUT new organizations and programs that are addressing issues that matter to them IN 2011, 20 DONOR-ADVISED FUNDHOLDERS contributed a total of $56,562 toward the partial or full funding of Community Grants in a wide variety of interest areas. This funding is impactful -- it equates to the estimated annual income that would be generated by a $1,256,933 endowment! As such, we are most grateful for our 2011 GRANTMAKING PARTNERS: Anonymous David and Liz Albertson Martha Albertson Gayle Anderson and Carey Hedgpeth Woody and Helen Clinard Jane Craven Mary Eagan Robert and Amy Egleston Bob and Lisa Gfeller Jim and Debbie Millis Walt and Martha Ann Murray Mil Naugle Lucian and Robie Neal Katherine W. Otterbourg Dwight and Annie Pardue Gordon and Tommy Pfefferkorn Tom and Kem Schroeder John and Peggy Taylor Randall and Claire Tuttle Ralph H. Womble the winston-salem foundation annual report GRANTS [29] COMMUNITY GRANTS 2011 ANIMAL WELFARE ORGANIZATION NAME Dog Park at Tanglewood Forsyth Humane Society GRANT AMOUNT $30,000 $40,000 PROJECT DESCRIPTION to assist with construction of a dog park for additional staff FUND NAME(S) Edna B. Parkin Georges Animal Fund, Lassiter Animal Welfare Fund Edna B. Parkin Georges Animal Fund TOTAL 2011 COMMUNITY GRANTS TO ANIMAL WELFARE $70,000 ARTS AND CULTURE ORGANIZATION NAME Ava Gardner Museum Carolina Music Ways K�rner's Folly Foundation NC Black Repertory Company GRANT AMOUNT $2,500 $5,000 $25,000 $38,250 PROJECT DESCRIPTION for exhibit redesign to educate students about the region's music heritage for a second year for a resource development/marketing manager to hire an audience development manager to support the Academy of Music and Arts for an exterior lighting project to support a collaborative playbill for five community theatres to support audience development and marketing efforts to support collaborative planning with the Greensboro Symphony Orchestra to fund a marketing and development consultant and advertising materials for a third year FUND NAME(S) Ava Gardner Fund Samuel A. and Roslyn S. Harris Fund George and Edna Blanton Fund, Walter V. and Martha W. Murray Advised Fund Charles Babcock, Jr. Field of Interest Fund, Eisenberg Family Fund for Arts and Culture, Gayle Anderson/Carey Hedgpeth Fund, Walter V. and Martha W. Murray Advised Fund, Tuttle Family Charitable Fund Samuel A. and Roslyn S. Harris Fund, Katherine W. Otterbourg Fund Charles Babcock, Jr. Field of Interest Fund Community Arts Fund Samuel A. and Roslyn S. Harris Fund Samuel A. and Roslyn S. Harris Fund Charles Babcock, Jr. Field of Interest Fund Salvation Army SECCA Foundation Twin City Stage Winston-Salem Symphony Winston-Salem Symphony Winston-Salem Theatre Alliance $25,000 $20,000 $25,000 $40,000 $6,000 $13,000 TOTAL 2011 COMMUNITY GRANTS TO ARTS AND CULTURE COMMUNITY AND ECONOMIC DEVELOPMENT ORGANIZATION NAME Creative Corridors Coalition Downtown Winston-Salem Partnership Neighbors for Better Neighborhoods Neighbors for Better Neighborhoods Save Historic Red Bank School $199,750 GRANT AMOUNT $50,000 $5,000 $10,379 $50,000 $5,000 PROJECT DESCRIPTION to help create a master design plan for roadway infrastructure projects to support a development position for a second year to provide funds for neighborhood projects and programs to support the development of community assets in neighborhoods to help support the restoration of the historic Red Bank School to help support a pool of funds to support operating costs and technical assistance for mature and emerging community development corporations FUND NAME(S) Mr. and Mrs. Lucian H. Neal Advised Fund, Charles Babcock, Jr. Field of Interest Fund, Charles Babcock, Jr. Discretionary Fund Samuel and Elizabeth Rose Fund George and Edna Blanton Fund Lila Church Bradford Memorial Fund, Charles E. Norfleet Memorial Fund, Richard E. Ashburn Trust J.C. Tise Fund Louise Futrell Fund, The Community Fund, Henry M. Carter, Jr. Fund, Nancy T. Pleasants Community Development Fund, R. Edward Lasater Endowment Fund, Dr. Calvin and Ruth H. Ogburn Trust Winston-Salem Community $125,000 Development Support Collaborative TOTAL 2011 COMMUNITY GRANTS TO COMMUNITY AND ECONOMIC DEVELOPMENT $245,379 [30] GRANTS the winston-salem foundation annual report EDUCATION ORGANIZATION NAME Benjamin Mays Scholars GRANT AMOUNT $500 PROJECT DESCRIPTION to support the We the People debate team FUND NAME(S) Youth Activities Fund Jessica T. Fogle Fund, Camp Robert Vaughn Fund, Walter V. and Martha W. Murray Advised Fund, Thomas D. and Katherine E.M. Schroeder Fund, James and Deborah Millis, Jr. Fund A. Tab Williams, Jr. Public Education Fund, Robert A. and Constance C. Emken Education Fund, Art and Dannie Weber Education Fund, Jessica T. Fogle Fund, A. F. Clement Trust for Youth Robert A. and Constance C. Emken Education Fund, John A. and Marguerite B. Taylor Fund, Walter V. and Martha W. Murray Advised Fund Youth Activities Fund Harvey Seward Martin Fund, Elizabeth Lovett Education Endowment, Walter V. and Martha W. Murray Advised Fund, Ava Gardner Fund, Richard and Becky Davis Fund for Education, George and Edna Blanton Fund, Anonymous Joseph G. Gordon Fund, D. Elwood and Helen H. Clinard Fund, J.C. Tise Fund Edna B. Parkin Georges Youth Fund, Walter V. and Martha W. Murray Advised Fund J.C. Tise Fund Harriet Taylor Flynt Fund Claire Lockhart Follin-Mace Fund A. F. Clement Trust for Youth Mae W. Hubbard Trust, A. F. Clement Trust for Youth, Thomas H. Davis Advised Trust J.C. Tise Fund Claire Lockhart Follin-Mace Fund Lila Church Bradford Memorial Fund, Jessica T. Fogle Fund, A. F. Clement Trust for Youth J. Frank and Mary S. Mock Fund Children's Museum of $30,000 to help support a development and marketing position Winston-Salem for a second year Community Education $50,000 to support family engagement positions in the Collaborative Winston-Salem/Forsyth County Schools Crosby Scholars Community $6,500 to support a part-time senior advisor for a second year Partnership Kappa League of Winston-Salem Neighborhoods of Promise $1,000 $25,000 to fund a historical enrichment experience for young men for a program coordinator Northwest Child Development $45,000 to support an education technology integration specialist Centers One Economy Corporation Piedmont Triad Regional Council The Centers for Exceptional Children $20,000 $1,000 $10,000 to support the Digital Connectors program for a second year to support Peace Academy for marketing and communications to support an additional nurse for the children at The Centers for Exceptional Children for a second year to provide support for accreditation activities for a second year to help support a bilingual community outreach worker for teen mothers and their children for a third year to support the high school component of Rachel's Challenge to determine how to improve progress for special education students by using Android tablet technology to help support a bilingual community outreach worker for teen mothers and their children for a fourth year for the Ledges afterschool program for a third year The Centers for Exceptional $20,000 Children Winston-Salem Street School $10,000 Winston-Salem/Forsyth $33,180 County Schools Winston-Salem/Forsyth $29,652 County Schools Winston-Salem/Forsyth $8,445 County Schools Winston-Salem/Forsyth $14,731 County Schools YMCA of Northwest NC $10,000 TOTAL 2011 COMMUNITY GRANTS TO EDUCATION $315,008 the winston-salem foundation annual report GRANTS [31] COMMUNITY GRANTS 2011 ENVIRONMENT ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S) Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund � Unrestricted, Mil and Marsh Naugle Fund, Donna Germain Rader and Martin H. Rader Fund, R. Worth Allen and Atha J. Allen Fund, Hayes and Amy Wauford Fund, Frank E. Llewellyn T.B. Fund, John W. and Alice Rose Alspaugh Memorial Funds Anne Hanes Willis Fund, Drane V. McCall Fund for Winston-Salem Beautiful, Raymond B. Hooker, Jr. Fund � Unrestricted, Anonymous Anne Hanes Willis Fund Lila Church Bradford Memorial Fund Anne Hanes Willis Fund Anne Hanes Willis Fund Charles Babcock, Jr. Discretionary Fund, Gfeller Family Fund Carolina Farm Stewardship $30,000 to employ a program manager and match EBT benefits Association at the farmers market NC Cooperative Extension Service, $35,000 Forsyth County NC Cooperative Extension Service, $4,000 Forsyth County Paul J. Ciener Botanical Garden Piedmont Land Conservancy $15,000 $6,000 to support the community garden resource program for a second year to build social capital by expanding community gardens in Forsyth County to create a new Web site to enhance the garden and its programs to preserve historic fruit orchards in Bethania to support beautification at three schools in Forsyth County to support a director of operations and programs position for a second year W-S/FC Community Appearance $4,000 Commission Yadkin Riverkeeper $22,500 TOTAL 2011 COMMUNITY GRANTS TO ENVIRONMENT $116,500 HEALTH ORGANIZATION NAME Arts for Life Gardening Guys and Gals SECU Family House Southside United Health Center Wake Forest School of Medicine GRANT AMOUNT $6,240 $750 $30,500 $40,000 $1,000 PROJECT DESCRIPTION to expand the music fellowship program for a nutrition enrichment program to support the manager of educational services to fund a family medicine clinic on the Southside to support the Pediatric Enhanced Care Program FUND NAME(S) Samuel A. and Roslyn S. Harris Fund Youth Activities Fund The Community Fund Katherine W. Otterbourg Fund, John W. and Alice Rose Alspaugh Memorial Funds Twin City Hospital Funds TOTAL 2011 COMMUNITY GRANTS TO HEALTH $78,490 HUMAN SERVICES ORGANIZATION NAME Bethesda Center for the Homeless GRANT AMOUNT $35,000 PROJECT DESCRIPTION for a full-time shelter director to fund a part-time development professional for a second year to conduct a facility analysis FUND NAME(S) Spencer and Nell Waggoner Charitable Fund � Unrestricted, Bess Gray Plumly Fund Edna B. Parkin Georges Youth Fund Fenwick-Rice Fund, Mary A. Payne Charitable Fund for Human Services, Colin and Mary Louise Stokes Fund, Anonymous Children's Law Center of $17,000 Central NC Crisis Control Ministry $15,000 [32] GRANTS the winston-salem foundation annual report HUMAN SERVICES (CONTINUED) ORGANIZATION NAME Exchange SCAN GRANT AMOUNT $38,304 PROJECT DESCRIPTION to expand the parent/teen education group to support a case management position for a third year to help support the grant services manager position for a second year for a major repair to the Atrium building to support a fundraising professional to help crime victims or crime victim service providers attend the annual statewide training conference to support a nighttime staff position to help support the costs of a development officer FUND NAME(S) Edna B. Parkin Georges Youth Fund, Nancy R. Baity Trust, Craven Family Fund, L. Gordon and June D. Pfefferkorn, Jr. Fund, D. Elwood and Helen H. Clinard Fund, Ava Gardner Fund, Blount Fund, Mae W. Hubbard Trust, John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial William and Allan Hollan Charitable Fund, Mary A. Payne Charitable Fund for Human Services Vera Goldberg Memorial Fund, Marcus Lew Davis Memorial Fund, Mary A. Payne Charitable Fund for Human Services Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped Harriet Taylor Flynt Fund, Walter V. and Martha W. Murray Advised Fund Chrissy Gallaher Victim's Assistance Fund Albert L. Butler, Jr. Fund, Etta Mae Pope Trust, Stokes Ivey and Orpha Marie Leonard Pope Family Trust, Marcus Lew Davis Memorial Fund, Ava Gardner Fund, Mary A. Payne Charitable Fund for Human Services Harriet Taylor Flynt Fund, Walter V. and Martha W. Murray Advised Fund Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped Claire Lockhart Follin-Mace Fund Shepherding Fund, George and Edna Blanton Fund, D. Elwood and Helen H. Clinard Fund, Walter V. and Martha W. Murray Advised Fund, Anonymous Edna B. Parkin Georges Animal Fund Albert L. Butler, Jr. Fund, Martha Albertson Fund, Mr. and Mrs. Lucian H. Neal Advised Fund, Walter V. and Martha W. Murray Advised Fund, Dwight E. and Annie E. Pardue Advised Fund, William D. and Jane F. Hobbs Fund, Mary A. Payne Charitable Fund for Human Services Bess Gray Plumly Fund Harriet Taylor Flynt Fund, Clifton E. and Ruth Brewer Beck Memorial Fund, Otis B. and Genevieve Parrish Fund, Sturmer Samaritan Fund Harriet Taylor Flynt Fund D. Elwood and Helen H. Clinard Fund, Charles Babcock, Jr. Discretionary Fund Mary A. Payne Charitable Fund for Human Services Emma Jane Skinner Fund Family Promise of Forsyth County Family Services Horizons Residential Care Center iCan House Services NC Victim Assistance Network Next Step Ministries $12,500 $35,000 $57,748 $30,000 $6,402 $15,345 Partnership for a Drug Free NC $50,000 Piedmont Down Syndrome $20,000 to support a part-time executive director Support Network Prevent Blindness NC Prodigals Community $10,000 $18,000 to train vision screeners for elementary and middle schools in Forsyth County to help support the Best Chance internship program for a second year to support a professional development opportunity to increase fundraising capacity prior to a capital campaign for Web site design to provide nutritious food to homebound older adults through the Meals-on-Wheels program to provide nutritious food to homebound older adults through the Meals-on-Wheels program Riverwood Therapeutic Riding Center Samaritan Ministries $2,500 $50,000 Second Harvest Food Bank of Northwest NC Senior Services Senior Services $15,000 $60,000 $75,000 Sunnyside Ministry of the $17,000 to support a part-time food pantry manager Moravian Church United Way of Forsyth County $20,000 to fund the director of the Ten-Year Plan to End Chronic Homelessness to fund an overflow shelter for the homeless through collaborative funding with United Way of Forsyth County and Kate B. Reynolds Charitable Trust Winston-Salem Forsyth County $3,120 Council on Services for Homeless Winston-Salem State University $11,100 for a Collaborative for Offender Reentry Enhancement Foundation Youth In Transition Task Force $27,000 to support the Youth In Transition Task Force Edna B. Parkin Georges Youth Fund, J. Frank and Mary S. Mock Fund, Louis and Gretchen Klaff Trust, Allan M. Hutcherson Fund John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust TOTAL 2011 COMMUNITY GRANTS TO HUMAN SERVICES $641,019 the winston-salem foundation annual report GRANTS [33] COMMUNITY GRANTS 2011 PUBLIC INTEREST ORGANIZATION NAME CHANGE GRANT AMOUNT $35,000 PROJECT DESCRIPTION to support a new fellow position and to expand the office manager position for a second year FUND NAME(S) D. Elwood Clinard Charitable Trust Walter V. and Martha W. Murray Advised Fund, John A. and Marguerite B. Taylor Fund, Kerr and Naomi Pinnix Discretionary Fund, Louis and Jane Shaffner Fund, George and Edna Blanton Fund BB&T Fund The Community Fund, William N. Hailey Fund, Howard Gray Endowment Charles Babcock, Jr. Discretionary Fund, Twin City Hospital Funds Samuel and Elizabeth Rose Fund BB&T Fund, The Community Fund, James R. Deadrick Fund, R. Edward Lasater Endowment Fund J.C. Tise Fund Vera Goldberg Memorial Fund, Margaret and Harrell Hill Fund Pleasants Hardware Company Trust, Isabel McRae Fund Rufus W. Dalton Trust Charles Babcock, Jr. Discretionary Fund BB&T Fund George and Edna Blanton Fund Barbara Lasater Hanes Trust, James A. Gray Family Fund Consumer Credit Counseling $30,000 to support the foreclosure program for a third year Service of Forsyth County ECHO Award $3,000 2011 ECHO Award Grant Designations Forsyth Futures Forsyth Futures HandsOn Northwest NC HandsOn Northwest NC Historic Bethabara Park Institute for Dismantling Racism Leadership Winston-Salem Rufus Dalton Awards WinstonNet Winston-Salem Foundation Award Winston-Salem Urban League YWCA of Winston-Salem/ Forsyth County $75,000 $25,000 $20,000 $62,500 $7,500 $20,000 $18,000 $4,000 $36,000 $10,000 $30,000 $50,000 to fund a community collaborative to improve positive outcomes for children, adults, and families to support an assessment of the impact of local food for additional support to build capacities of nonprofits and increase volunteerism to support capacity building for nonprofits and increase volunteerism to improve educational resources in the Visitors Center to support a program manager for a fourth year to help support a part-time development professional for a second year to award the Rufus Dalton Award to four officers who were injured/killed in the line of duty for an information technology project manager for a second year 2011 Winston-Salem Foundation Award Grant Designations to help support the coordinator position for the Digital Inclusion Initiative to support the Gateways to Responsibility campaign TOTAL 2011 COMMUNITY GRANTS TO PUBLIC INTEREST RECREATION ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION $426,000 FUND NAME(S) Sandehill Recreation Fund, George and Edna Blanton Fund, R.J. Reynolds Tobacco Company Fund, Lillian S. Stultz Fund, Camp Robert Vaughn Fund, Wachovia Bank of North Carolina Fund Edna B. Parkin Georges Youth Fund Youth Activities Fund Youth Activities Fund Old Hickory Council, Boy Scouts $70,000 to support the capital campaign of America Winston Elite Youth Sports Winston-Salem Indians Winston-Salem Tiny Vikings $500 $500 $1,000 to fund registration fees for youth who cannot afford to participate to support youth who cannot afford the required registration fees to support the reading enhancement program TOTAL 2011 COMMUNITY GRANTS TO RECREATION TOTAL 2011 COMMUNITY GRANTS $72,000 $2,164,146 [34] GRANTS the winston-salem foundation annual report FUNDS AND DONORS 2011 FOR 93 YEARS, committed donors have invested generously in the current and future nour- ishment of our community and beyond. These charitable individuals, families, and organizations have provided substantial support in areas as varied as education and health to arts and culture and human services, enriching the lives of neighbors near and far. At the end of 2011, the Foundation administered more than 1,300 CHARITABLE FUNDS for a wide variety of philanthropic purposes. 1% REAL ESTATE FUNDS 4% DONOR-ADVISED FUNDS (NON-ENDOWED)* FOUNDATION ASSETS (by Fund Type) 5% AGENCY ENDOWMENT FUNDS 7% STUDENT AID FUNDS 30% DONOR-ADVISED FUNDS (ENDOWED) 13% CHARITABLE LEAD TRUSTS AND CHARITABLE REMAINDER TRUSTS 21% DESIGNATED FUNDS *includes Temporary Funds 19% UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS [36] FUNDS AND DONORS the winston-salem foundation annual report TYPES OF FUNDS NON-ENDOWED FUNDS: NON-ENDOWED ADVISED FUNDS , which are essentially charitable ENDOWED FUNDS: UNRESTRICTED FUNDS FOR COMMUNITY GRANTS offer the broadest option for charitable giving. Income from these funds will be used to meet changing funding opportunities in our community over time through Community Grants. checking accounts, offer donors a simple and efficient vehicle for annual charitable giving. TEMPORARY FUNDS give the Foundation the ability to hold a limited FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS give donors number of funds for organizations and individuals for charitable projects. the opportunity to provide Community Grantmaking support within a specific area of interest, such as arts and culture, environment, or human services. DESIGNATED FUNDS are established by donors who wish to provide CHARITABLE TRUSTS: CHARITABLE LEAD TRUSTS (CLTS) enable donors to make significant annual support to specific charities. STUDENT AID FUNDS provide students with scholarships and loans to charitable gifts for the term of the trust while transferring substantial assets to beneficiaries later. pursue their academic goals. Donors may establish scholarship funds to support students from a particular high school, church, or county, or for those who attend a specific college or university. DONOR-ADVISED FUNDS enable up to two family generations of donors CHARITABLE REMAINDER TRUSTS (CRTS) allow donors and/or a designated beneficiary to receive income for the life of the trust, with the remainder going to support charitable causes. or outside committees to make charitable grant recommendations. These funds are a convenient method of simplifying charitable giving and are an attractive alternative to a private foundation. AGENCY ENDOWMENT FUNDS are established by charitable HOW TO ESTABLISH A FUND: Setting up a fund and establishing your giving legacy is simple. Our Philanthropic Services staff will walk you through the steps to make sure that the fund you establish meets your charitable giving goals. Please contact us at email@example.com or call us at (336) 725-2382 for more information. organizations, which benefit from the Foundation's professional investment management administration, and allow the agency's staff and board to focus on providing necessary services to its constituents. REAL ESTATE FUNDS are properties designated for a charitable use and titled in the Foundation's name. the winston-salem foundation annual report FUNDS AND DONORS [37] ENDOWED FUNDS UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS U NRESTRICTED FUNDS offer the broadest option for charitable giving. Income from these endowed funds is used to meet the changing needs of our community over time through Community Grants. FIELD OF INTEREST FUNDS give donors the opportunity to provide Community Grantmaking support within a broad interest area (e.g., environment, human services, health, arts and culture, etc.). NEW FUNDS IN 2011 Agnew Hunter Bahnson and Elizabeth Hill Bahnson Memorial Fund PURPOSE Established with proceeds from the sale of the Bahnson House as an unrestricted fund Richard K. Scott Memorial Fund Established by clients of Mr. Scott as an unrestricted fund FUND Louise and Sam Adams Community Fund Lena Albright Memorial Fund R. Worth Allen and Atha J. Allen Fund John W. and Alice Rose Alspaugh Memorial Funds John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust Anonymous Trust #2 Richard E. Ashburn Trust Warren David Ashburn Fund Charles Babcock, Jr. Discretionary Fund Charles Babcock, Jr. Field of Interest Fund Mary Reynolds Babcock Cultural Improvement Fund Nancy R. Baity Trust William P. and Katharine T. Baldridge Endowment Bank of America Corporation Fund BB&T Fund Clifton E. and Ruth Brewer Beck Memorial Fund George and Edna Blanton Fund Blount Fund Lila Church Bradford Memorial Fund John W. Burress Community Fund Albert L. Butler, Jr. Fund Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund�Unrestricted Camp Robert Vaughn Fund YEAR PURPOSE 2005 Established through a charitable trust to support the charitable needs of the community 1979 Established by family and friends for organizations that provide comfort and benefit to those suffering from cancer, especially leukemia 2005 Established by Mrs. Atha Allen in 1989 in memory of her husband and later endowed 1964 Established by bequest by John W. Alspaugh to provide health care to underprivileged people 1964 Established by bequest by John W. Alspaugh in memory of his parents to support programs for disadvantaged youth 1999 Established by an anonymous donor as an unrestricted fund 2002 Established by bequest as an unrestricted fund 1968 Established for charitable purposes of the Foundation 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 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 1950 Established for grants and loans to cultural and arts groups in the community 2000 Established in memory of her husband Ira W. Baity, Jr. to support programs for disadvantaged children and youth 2006 Established as an unrestricted fund 1995 Established as an unrestricted fund in honor of the Foundation's 75th Anniversary 1994 Established as an unrestricted fund in honor of the Foundation's 75th Anniversary 2010 Established through the estates of Clifton and Ruth Beck 2010 Established with the remainder of the George and Edna Blanton Charitable Annuity Trust 2010 Established by Frederick A. Blount, MD to support programs for high-risk youth and single teen parents 1999 Established as an unrestricted fund 2007 Established as an unrestricted fund 1997 Established by the Kate B. Reynolds Charitable Trust in memory of Mr. Butler to support the poor and needy 2000 Established by the estate as an unrestricted fund Donor-Advised Funds 1990 Established from the proceeds of the sale of Camp Robert Vaughn to support grants for children youth Unrestricted and Field ofand Interest Funds��continued continuedon onnext nextpage page [38] FUNDS AND DONORS the winston-salem foundation annual report Unrestricted and Field of Interest Funds, continued FUND Carolina Steel Endowment Fund Henry M. Carter, Jr. Fund A. F. Clement Trust for Youth D. Elwood Clinard Charitable Trust Community Arts Fund The Community Fund Franklin Cromer Cordell Fund Rufus W. Dalton Trust Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped Marcus Lew Davis Memorial Fund Richard and Becky Davis Fund for Education Thomas H. Davis Advised Trust James R. Deadrick Fund Marian G. and Charles W. DeBell Trust John and Julia Denham Fund Eisenberg Family Fund for Arts and Culture Emergency Loan Fund of Northwest N.C. Robert A. and Constance C. Emken Education Fund Fenwick-Rice Fund YEAR PURPOSE 1988 Established as an unrestricted fund to support worthy public purposes 1997 Established by friends of Mr. Carter at his retirement as president of The Winston-Salem Foundation as an unrestricted fund 1971 Established in 1970 and repurposed in 2011 to benefit worthy children in Forsyth County in their suitable maintenance 1974 Established as an unrestricted fund by D. Elwood Clinard, Jr. in memory of his father 1985 Established to support programs of arts organizations 1919 Established by Col. F.H. Fries to address the changing needs of our community 1994 Established by family and friends to support programs that assist individuals who suffer from substance abuse problems 1983 Established by bequest to assist injured law-enforcement officers and the spouses and children of officers killed in the performance of their duties 1998 Established by the estate of Bobby A. Daniels to benefit mentally handicapped people of Winston-Salem and Forsyth County 2004 Established as an unrestricted fund by Mr. G. Franklin Davis in memory of his son 2010 Established by Richard N. Davis with a grant from the Kate B. Reynolds Charitable Trust to honor his board service 1992 Established with special emphasis on programs for youth 1989 Established by bequest as an unrestricted fund 2001 Established as an unrestricted fund 2007 Established as an unrestricted fund 2007 Established as a field of interest fund to support arts and culture 1983 Established by the Donors Forum of Forsyth County to provide emergency loans to nonprofits in Northwest North Carolina 2000 Established to support educational programs 2004 Established from the Ron and Muriel Rice Fund and the Elizabeth Fenwick Fund for the Downtown Church Center to support the homeless, elderly, children, and the underserved in the community the winston-salem foundation annual report FUNDS AND DONORS [39] Unrestricted and Field of Interest Funds, continued FUND Victor I. Flow, Jr. Family Fund Harriet Taylor Flynt Fund Jessica T. Fogle Fund Claire Lockhart Follin-Mace Fund Louise Futrell Fund Chrissy Gallaher Victim's Assistance Fund Ava Gardner Fund Edna B. Parkin Georges Animal Fund Edna B. Parkin Georges Youth Fund Vera Goldberg Memorial Fund Joseph G. Gordon Fund Vergil and Vicki Gough Fund Howard Gray Endowment James A. Gray Family Fund William N. Hailey Fund Bill and Helene Halverson Fund Barbara Lasater Hanes Trust Mr. and Mrs. F. Borden Hanes, Jr. Trust James R. Hankins Fund Carl W. and Annie M. Harris Endowment Samuel A. and Roslyn S. Harris Fund Vicki Van Liere Helms Art Fund Bob and Ruth Herring Fund Margaret and Harrell Hill Fund William D. and Jane F. Hobbs Fund William and Allan Hollan Charitable Fund Raymond B. Hooker, Jr. Fund�Unrestricted Mae W. Hubbard Trust Allan M. Hutcherson Fund Earline heath King Fund Louis and Gretchen Klaff Trust Martha K. Knott Fund R. Edward Lasater Endowment Fund Lassiter Animal Welfare Fund Lipscomb Fund Frank E. Llewellyn T.B. Fund YEAR PURPOSE 2000 Established by Mr. and Mrs. Victor I. Flow, Jr. as an unrestricted fund 1998 Established by bequest to benefit the handicapped, the elderly, or others with disabilities 1964 Established by bequest to support the education and development of North Carolina children 1991 Established by family and friends to benefit physically disabled individuals in North Carolina 1991 Established by bequest as an unrestricted fund 1992 Established in honor of Chrissy Gallaher by family and friends to support victims of violent crimes 2005 Established by the Ava Gardner Trust for community grantmaking 1996 Established by bequest as a special purpose fund to benefit domestic animals 1996 Established by bequest to benefit disadvantaged youth 1998 Established by Milton Goldberg in memory of his wife as an unrestricted fund 1997 Established by the Z. Smith Reynolds Foundation in memory of Dr. Gordon to benefit disadvantaged youth 2008 Established as an unrestricted fund 1987 Established as an unrestricted fund 1989 Established as an advised fund, then converted to an unrestricted fund at Mr. Gray's death 2004 Established with the remainder interest from the William N. Hailey CRT 2006 Established as an unrestricted fund from a bequest by John W. Halverson 1988 Established as an unrestricted fund 1998 Established by Mr. and Mrs. F. Borden Hanes, Jr. as an unrestricted fund 1967 Established by bequest as an unrestricted fund 1970 Established by bequest as an unrestricted fund 1980 Established by bequest as an unrestricted fund with special interest in music education 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 2003 Established as an unrestricted fund by Mr. B. J. Herring 2007 Established as an unrestricted fund 2008 Established by charitable bequest to support the poor and needy of the community 2004 Established with memorial gifts to William E. Hollan, Sr. to support human services 2000 Established by an estate gift as an unrestricted fund 1987 Established by bequest as an unrestricted fund with special consideration for the development, welfare, and education of underprivileged and handicapped children 1944 Established by bequest for Forsyth County youth programs with special consideration to those affecting underserved minority children 2005 Established to support art and art-related endeavors of the Foundation within North Carolina 2010 Established by bequest from Louis and Gretchen Klaff to support at-risk children 1926 Established to provide support for general charitable purposes 1950 Established to provide support for general charitable purposes 2003 Established with an estate gift from Allene D. Lassiter for the benefit of animals in Forsyth County 2004 Established in honor of Guy and Margaret Lipscomb by their granddaughter 1970 Established by bequest by Elizabeth P. Llewellyn for general health purposes with a priority for tuberculosis purposes whenever possible [40] FUNDS AND DONORS the winston-salem foundation annual report Unrestricted and Field of Interest Funds, continued FUND Elsie Ann Long Memorial Fund John C. Long, M.D. Fund Elizabeth Lovett Education Endowment Thomas Jack Lynch Memorial Fund Harvey Seward Martin Fund Masich Fund Drane V. McCall Fund for Winston-Salem Beautiful John Alexander McClung, DDS, FACD Trust Isabel McRae Fund Michalove Fund Anonymous Trust #2 J. Frank and Mary S. Mock Fund Algine Foy and Julius Dobson Neely Memorial Fund Charles E. Norfleet Memorial Fund Jeannette Norfleet Fund Dr. Calvin and Ruth H. Ogburn Trust Margaret W. Parker Fund Otis B. and Genevieve Parrish Fund Mary A. Payne Charitable Fund for Human Services Thomas R. and Georgia L. Pepper Family Fund Kerr and Naomi Pinnix Discretionary Fund Pfafftown Jaycees Community Fund Pleasants Hardware Company Trust Nancy T. Pleasants Community Development Fund Virginia S. Pleasants Fund Bess Gray Plumly Fund Etta Mae Pope Trust Stokes Ivey and Orpha Marie Leonard Pope Family Trust Donna Germain Rader and Martin H. Rader Fund R.J. Reynolds Tobacco Company Fund Mary Neil Henderson Rice Fund Mr. and Mrs. Thomas B. Rice Memorial Fund Ann and Clay Ring Fund Samuel and Elizabeth Rose Fund Sarah Shore Ruffin Fund Kenard Eugene Sales Memorial Fund Sandehill Recreation Fund Louis and Jane Shaffner Fund Emma Jane Skinner Fund YEAR 1995 1994 1996 1996 1996 2004 2008 1994 1981 2004 1999 2003 1989 1976 1982 1978 1997 1987 2009 1997 2006 2005 1987 1997 1996 1965 2000 2000 2005 1975 1998 1991 1997 1998 2004 2001 1986 2007 2001 PURPOSE Established through an estate gift for programs and activities benefiting needy persons living in the Appalachian region Established by friends of Dr. Long for support in the area of health Established as a fund to support education Established by an estate gift as an unrestricted fund Established by bequest by Mrs. Martin for educational purposes at the discretion of the Foundation Committee Established by Jane and Tony Masich as an unrestricted fund Established by Dr. Bill McCall in honor of his wife, Drane V. McCall 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 Established by bequest as an unrestricted fund Established as an unrestricted fund with 41 consecutive years of contributions to the Community Fund Established by an anonymous donor as an unrestricted fund Established through a CRT to benefit needy children in Forsyth County 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 Established by Grizzelle M. Norfleet in memory of her brother, who served as secretary of the Foundation during its early years Established by family and friends to support health and medical programs, with special consideration for programs that benefit people suffering from cancer Established to provide support for general charitable purposes Established as an unrestricted fund Established to support programs for older adults with debilitating health conditions, especially Alzheimer's disease Established by the Mary Ann Payne Revocable Charitable Trust to benefit human services Established by Dr. Francis D. Pepper in memory of his grandparents as an unrestricted fund Established by a testamentary trust created by Naomi Ingram Pinnix to provide financial counseling and advice Established by the Pfafftown Jaycees Established for general charitable purposes Established to support economic development, education and training, leadership development, community long-range planning, community appearance, historic preservation, and regional cooperation Established by an estate gift as a discretionary fund Established by bequest for general charitable purposes of the Foundation Established by Louis B. Pope in memory of his sister to support the poor and needy Established by Louis B. Pope in memory of his parents to support the poor and needy Established as an unrestricted fund to honor the memory of Donna Rader's parents, Owen E. Germain and Emilie Drapalski Germain Established as a part of the company's 100th anniversary celebration Established by Thomas B. Rice, III in memory of his mother as an unrestricted fund Established by family and friends for general charitable purposes Established as an unrestricted fund Established by bequest by Samuel M. Rose to support general charitable purposes Established by beneficiary designation of the Sarah S. Ruffin IRA Established in memory of Kenard E. Sales by family and friends to support programs benefiting disadvantaged youth Established to promote competitive swimming and water sports in Forsyth County Established as an unrestricted fund Established by Frank B. Hanes to support human services organizations Unrestricted and Field of Interest Funds � continued on next page the winston-salem foundation annual report FUNDS AND DONORS [41] Unrestricted and Field of Interest Funds, continued FUND Peggy and Ralph Stockton Fund Ralph and Frances Stockton Trust Colin and Mary Louise Stokes Fund Lillian S. Stultz Fund Sturmer Samaritan Fund The Sunshine Fund Edward and Mary Alice Tarulli Fund Robert Edwin Taylor and Margaret Long Taylor Memorial Fund J.C. Tise Fund Nelson and Dorothy Tomlinson Fund Twin City Hospital Funds Wachovia Bank of North Carolina Fund Spencer and Nell Waggoner Charitable Fund�Unrestricted Hayes and Amy Wauford Fund Art and Dannie Weber Education Fund Anne Hanes Willis Fund Bobby Ray Wilson Human Fund Nancy H. Wilson Fund Winston-Salem Foundation Staff Endowment Edna Motsinger Wooten Fund Aubrey Marcus Zimmerman Fund for Recreation for the Handicapped YEAR PURPOSE 1995 Established as an unrestricted fund 1993 Established as an unrestricted fund 1991 Established as an unrestricted fund to support charitable purposes in Forsyth County 1982 Established by bequest for general charitable purposes of the Foundation 1997 Established by Martha M. Sturmer in honor of her in-laws, Charles A. and Ernestine Hill Sturmer, to provide support for financially needy patients and residents in nursing homes in Forsyth County 2007 Established by Robert Jasinkiewicz to benefit domestic animals in Forsyth County 2006 Established with the charitable remainder of a charitable remainder trust to provide services or programs that benefit individuals who are visually handicapped 2005 Established with the remainder of the Margaret Long Taylor Charitable Remainder Unitrust 1927 Established by bequest to support general educational purposes with an emphasis on programs providing enrichment and outreach 1997 Established as an unrestricted fund 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 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 2005 Established through the estate of Nell Kerns Waggoner 2007 Established as an unrestricted fund 2007 Established as a field of interest fund for education 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 1996 Established to benefit incarcerated persons in Forsyth County 2009 Established by bequest for unrestricted purposes 2002 Established by B. Thomas Lawson in honor of his former Winston-Salem Foundation colleagues 2010 Established by bequest for unrestricted purposes 1984 Established to provide recreational opportunities for the handicapped [42] FUNDS AND DONORS the winston-salem foundation annual report ENDOWED FUNDS DONOR-ADVISED FUNDS needs. These endowed funds are a convenient method of simplifying charitable giving and are an attractive alternative to a private foundation. D ONOR-ADVISED FUNDS ENABLE UP TO TWO FAMILY GENERATIONS of donors or outside committees to make charitable grant recommendations. Foundation staff can also assist donors with background information on charities or help identify pressing community NEW FUNDS IN 2011 Susan and Jerry Arnold Trust Fries-Willingham Fund Alice Jane Goodson Fund Lippard Traumatic Brain Injury (TBI) Fund Steve and Carolyn Phelps Fund Roaring Gap Fund Education Endowment Bill and Judy Watson Fund for the Arts Nathan, Jordan, and Nicholas Budd Fund Richard P. and Sylvia S. Budd Fund Burr Family Trust John W. Burress Advised Fund Cardwell-Archer Charitable Fund Douglas and Marilyn Cardwell Fund Mary J. and Kenneth P. Carlson Advised Fund Carr Family Advised Fund Sam N. Carter and Pauline H. Carter Fund Cawood Charitable Fund Lee Chadwell Fund Chuck and Bobbie Chambers Advised Trust Chapman Family Fund Lucy Hanes Chatham Fund Lucy Hanes Chatham Library Fund Richard T. Chatham Fund Thomas Lenoir and Anna Hanes Chatham Fund Gerald and Lee Ann Chrisco Family Trust Robert Clark Family Fund Phillip M. Clifton, MD Memorial Fund for Children Brenda Kulynych Cline Fund Clover Street Fund Ron and Jeff Coppage Cancer Fund A. Robert Cordell Family Trust Joan R. and David L. Cotterill Advised Trust Credence Fund Bill and Betty Gray Davis Fund John and Terrie Davis Family Fund DeForest Family Fund Ashley Holland Dozier Charitable Fund Driscoll Family Fund 1998 1983 2006 2008 2001 2010 2000 2006 2000 1993 2002 1992 2010 1949 1951 1972 1998 1998 1997 2003 1998 2003 1999 1998 1994 1997 2000 1999 2003 1998 1997 Joseph B. and Mary M. Dudley Advised Fund Nancy W. Dunn Trust for Spiritual Development Mignon Durham Charitable Fund Christopher Richard Eagan Fund EHI Fund Lynn and Barry Eisenberg Endowed Fund Elkin Community Trust C.B. Eller Education Fund Grace H. Emken Fund Ann and John Faris Community Fund Finley-Anderson Fund Firetree Fund Robert and Carol Ford Charitable Trust James A. and Elizabeth K. Fyock Trust Gaddy Educator Fund Dr. Kenneth R. Gallup, Jr. Family Charitable Fund Thad W., Mildred B. and Kathryn W. Garner Trust Genesis Fund Glade Valley School Fund Annie Bennett Glenn Fund Madlon and Kirk Glenn Family Fund 1997 1995 1997 2002 2004 1998 1993 1987 1993 2008 1994 2008 1996 1999 2010 1996 1998 2007 1988 2010 2010 FUND William T. and Sylvia F. Alderson Fund Celeste Tucker Alspaugh Memorial Trust Robert G. Auchincloss Fund Philip S. Auchincloss Fund Marshall B Bass Children's Fund Endowment Bartlett and Wyatt Bassett Fund Andrew Beattie Endowment Ted and Charlotte Blount Fund Karla Bolen Memorial Fund Eleanor and Sam Booke, Jr. Fund Elizabeth E. and Henry M. Booke Trust Sam and Anne Booke Family Trust Julian R. and Mary P. Bossong Fund Skip and Beth Boswell Trust Braswell Family Charitable Fund Mike and Wendy Brenner Trust Paul and Judy Moore Briggs Family Fund Royall and Alice Brown Advised Trust Royall R. Brown, Jr. Advised Trust Budd Group Foundation Christopher David Budd Fund Joseph R. Budd Family Trust YEAR 1997 1964 2000 2000 2004 2004 2010 1997 2003 1998 1994 1989 1998 2007 1995 2002 2000 1993 1992 2001 1996 1997 Alice O'Kelley Goodson and William A. Goodson, Jr. 1991 Family Trust William A. and Georgia H. Goodson Fund Louis and Marcia Gottlieb Family Fund Grace Court Trust Margaret N. Graham Art Fund Bernard and Anne Howell Gray Advised Fund for the Community Green Angel Fund J.T. Greene, Jr. Charitable Trust 1968 1996 1996 1942 1998 1997 1995 Emily Grousbeck Fund 1988 Donor-Advised Funds � continued on next page the winston-salem foundation annual report FUNDS AND DONORS [43] Donor-Advised Funds, continued FUND Hanes Family Downtown Fund R. Philip and Charlotte M. Hanes Community Trust Harrison Family Fund Sam and Kathryn Hauser Fund Thomasine Herring Hayes Fund L. Stephen Hendrix Fund Emily Millis Hiatt Fund Bill and Leslie Hollan Fund Judith Hoots Family Fund B.F. Huntley and Josephine Huntley Trust David A. and Roberta W. Irvin Fund Janeway Family Fund W.T. and Mary Cobb Jenkins Family Fund Bill Johnson Trust to Benefit Stokes County Florinda C. Johnson Charitable Fund Garland Johnson Fund for the Benefit of Elkin Public Library J. Michael Johnston Memorial Fund Jones Family Fund Christopher and Lucinda Kellam Jones Fund Thad and Catherine Jones Charitable Fund Leon and Renee Kaplan Fund Dale and Mary King Fund L. Andrew Koman and Leigh E. Koman Fund Thomas J. and Lynne Koontz Charitable Trust A. Thad and Margaret W. Lewallen Advised Trust A.J. Linville Memorial Fund Lowy Family Fund Lydia Phillips McCabe Advised Fund McGowen Charitable Fund McGuirt Family Fund J. Frank and Laura Turnage McNair Charitable Trust William and Kim Means Charitable Fund Medlin Charitable Fund John and Kelly Merritt Family Charitable Trust Henry S. Miller Advised Fund Molly Millis Hedgecock Fund James and Deborah Millis, Jr. Fund Dr. John H. and Elizabeth B. Monroe Fund YEAR 2003 1988 2001 2005 2009 2001 2010 1994 2005 1997 2000 1996 2005 1999 2005 2001 1996 2006 1997 1996 1999 2004 1999 1996 1994 2006 1997 1997 1996 1996 1996 1996 1994 2007 2005 2010 2009 2002 Elsie L. Morris Fund Morgan Family Charitable Trust Gene and Margaret Motsinger Family Fund Mil and Marsh Naugle Fund Neal Family Fund Lucian and Robie Neal Fund Stephen L. Neal Advised Fund T. David Neill Family Fund O'Brien Family Fund Sam C. Ogburn, Sr. and Mary Ceile F. Ogburn Fund Orr Family Charitable Trust Katherine W. Otterbourg Fund C.T. Overby Youth Golf Fund Marlene and Craven Page Trust Dwight E. and Annie E. Pardue Advised Fund Harry O. and Margaret W. Parker Family Trust Nathan E. and Lisa J. Parrish Advised Fund Eugene and Ann Paschold Fund Bob Pate Memorial Fund Pauline Davis Perry Fund L. Gordon and June D. Pfefferkorn, Jr. Trust L. Gordon, Jr. and June D. Pfefferkorn Trust-2 Piedmont Federal Fund Ruth M. and Clifton E. Pleasants Trust Michael J. Pollak Trust Ashburn Wright Wall Pollock Charitable Trust Frances and Steve Porter Family Fund Billy D. and Deborah Prim Donor Advised Fund Gladys Cain Pulliam and Grady R. Pulliam, Jr. Fund Purcell Family Fund Realty-Analytix Triad Stewardship Fund David and Deborah Rice Fund Roaring Gap Fund Endowment T. Wayne Robertson Memorial Fund Roslyn Trust Rubin Family Fund Tom and Kathy Rucker Charitable Trust Guy and Liz Rudisill Fund Benjamin and Avon Ruffin Family Fund Jack and Betty Runnion Fund 1999 2010 2006 1999 2001 2002 1997 1998 2005 2007 1999 2003 2006 1997 2004 2006 2007 1996 1987 1996 1993 1999 1993 1990 1995 1994 2010 2004 2007 2006 2009 1995 2010 1998 2000 2000 2000 1993 2007 1996 Pearl and Ray Sams Family Trust Phoebe B. and William M. Satterwhite, Jr. Fund Daniel and Linda Sayers Charitable Fund Andrew J. and Ellen N. Schindler Advised Fund Adrian R. and Robert D. Shore Trust SKM Charitable Fund Katie Sleap Memorial Fund Zach Smith Fund F. Conard and Jean Snyder Fund Morris and Lillian Sosnik Memorial Fund Jonathan Mark Spaugh Memorial Charitable Fund William A. and Eleanor W. Starbuck Advised Fund Rufus T. Stedman Memorial Fund Nealie Belk Stevens Fund Richard and Wendel Stockton Fund Janice Kulynych Story Fund Charles V. Taft Family Charitable Trust John A. and Marguerite B. Taylor Fund Thompson/Rotary Club of Winston-Salem Educational Fund Thornton Family Fund Tuttle Family Charitable Fund Harry and Nancy Underwood Advised Trust Margaret M. Urquhart Advised Fund Carolyn H. Vaughn Fund Wake Forest Baptist Church Fund Wall Family Trust Maytrice Walton Fund Ward Family Advised Trust Sharon L. Washington-McBryde Memorial Fund Jean and Phil Waugh Family Trust Edward Kent Welch Memorial Fund A.T. Williams Oil Company Fund A. Tab Williams, Jr. Crime Prevention Fund A. Tab Williams, Jr. Public Education Fund Catherine R. Williams Family Fund John W. and Donna H. Willingham Advised Fund Diana Dyer Wilson Endowment Fund 2000 2005 1996 2004 1999 2004 2005 2009 2005 1987 2010 2010 1931 1962 1997 1998 1995 1986 1950 2001 2005 1994 2001 1997 1992 2002 2010 1995 2005 2001 2005 1988 1996 1996 2003 2006 1971 Margaret Scales and Graydon Pleasants Endowment 2007 William A. and Eleanor W. Starbuck Charitable Fund 2010 [44] FUNDS AND DONORS the winston-salem foundation annual report Donor-Advised Funds, continued FUND Jane Butler and J.D. Wilson Family Trust Paula Wimmer Memorial Fund Ann King Windham Fund Winston-Salem Dash Baseball Community Trust Winston-Salem/Forsyth County Economic Development Fund Winston-Salem/Forsyth County Excellence in Education Endowment Fund Winston-Salem Police Benefit Fund YEAR 1983 2006 2004 1999 1985 1982 1980 Winston-Salem Regional Association of REALTORS 2005 Charitable Fund Winston-Salem Twin City Host Lions Club Endowment Fund Wolfe Family Fund Woman's Club of Winston-Salem Women's Fund Endowment Rick and Lyn Worf Fund Elizabeth L. Wyeth Fund Bryan D. and JoAnn M. Yates Fund Lynn and Jeff Young Charitable Fund Yasser and Georgia Youssef Family Trust Youth Philanthropy Initiative Blanche Raper Zimmerman Fund 1999 2000 1935 2007 1998 1998 2008 2010 2008 2004 1986 the winston-salem foundation annual report FUNDS AND DONORS [45] ENDOWED FUNDS DESIGNATED AND AGENCY ENDOWMENT FUNDS AGENCY ENDOWMENT FUNDS to benefit from the Foundation's professional investment management administration, thus allowing their staffs and boards to focus on providing necessary services to their constituents. NEW FUNDS IN 2011 PURPOSE D ESIGNATED FUNDS are established by donors who wish to provide annual support to specific charities. Should the organization(s) cease to exist, the Foundation has the responsibility to ensure that a donor's original intent is met. Charitable organizations can establish Buena Vista Median Restoration Endowment Established by neighbors and friends of the Buena Vista Median Restoration Project for use by Keep Winston-Salem Beautiful, Inc. Albert L. Butler, Jr. and Elizabeth Bahnson Butler Fund Established by the Albert L. Butler, Jr. Charitable Remainder Trust to benefit various organizations A.F. Clement Trust � Designated Established in 1970 and repurposed in 2011 to benefit education programs at The Children's Home Elkin Public Library Endowment Established by the library as an agency endowment Lawrence and Wilda Hine Charitable Fund Established with the remainder of the Lawrence R. Hine Irrevocable Trust for the benefit of Friedland Moravian Church and The Masonic Home for Children at Oxford Outer Banks Relief Foundation Fund Established as an agency endowment Stafford Fund for Bunker Hill Cemetery Established with the remainder of the Donald W. Stafford 2007 Charitable Remainder Trust to support the Bunker Hill United Methodist Church cemetery Pearl Fields Stafford Fund for Salem Academy Established with the remainder of the Donald W. Stafford 2007 Charitable Remainder Trust to support Salem Academy Hal G. Worley Endowment Fund Established with an estate commitment for the benefit of various charities FUND Louise and Sam Adams Designated Fund Joyce Adger Endowment for Bethesda Center Emily Allen Wildflower Preserve Protection and Management Endowment John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust�Children's Home American Red Cross (Northwest North Carolina Chapter) Endowment Fund Amos Cottage�Harry O. Parker Wing Fund Arts Council Endowment Fund Arts for Life Endowment Ashburn Trust�Bowery Mission and Young Men's Home Ashburn Trust�World Vision Associated Charities Fund Sarah Austin Child Development Center Trust Sarah Austin Family Services Shelter Trust Mary Ruth B. Barrett Fund Celestine Pate Bass Memorial Hospice Fund YEAR 2005 2009 2001 1964 1997 2004 1957 2008 1970 1970 1928 1995 1991 2006 2007 Marshall B Bass Best Choice Center Endowment Fund Marshall B Bass Fund for Senior Services Marshall B and Celestine P. Bass Endowment for St. Anne's Episcopal Church Child Care Center Bill and Hallie Beckerdite Trust Fund Nathalie L. Bernard Fund Big Brothers/Big Sisters Services, Inc. Endowment Mary Leight Booe Fund Daniel and Jo Ann Boucher Industries for the Blind Endowment Gertrude and Morris Brenner Fund Hal Brownfield Endowment Nick Bunce Friendship Fund Bryon Tyler Burdick Memorial Fund Bess Lee Burke Memorial Fund Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund-Designated Calvary Baptist Church Fund 1997 2008 2008 2010 1963 1996 1989 2004 1993 2007 2002 1989 2003 2000 1998 Camp Civitan Fund William Joyce Camp Dogwood Endowment Dorothy M. Carpenter Fund Carr Family Fund�Designated The Centers for Exceptional Children Endowment Centenary United Methodist Church Sunday School Fund Perry B. Clark Memorial Fund of Leadership Winston-Salem Joel and Blanche Clingman Charitable Trust Community Care Center for Forsyth County, Inc. Endowment Community Marrow Donor Program, Inc.� Forsyth County Area Endowment Nottie Riddle Cook Fund Planned Parenthood Dewitt Cordell Education Endowment Crimestoppers Endowment Fund Crisis Control Ministry, Inc. Endowment Fund 1986 1995 2008 2006 2010 1927 1987 2009 2007 2000 1986 1987 1992 1987 [46] FUNDS AND DONORS the winston-salem foundation annual report Designated and Agency Endowment Funds, continued FUND Crosby Endowment Fund Crosby Scholars Endowment Fund YEAR 1987 2008 William D. and Jane F. Hobbs Rector's Discretionary Fund of St. Paul's Episcopal Church James E., Jr. and Betty Jones Holmes Fund Lawrence Byerly Holt, MD Memorial Fund Raymond B. Hooker, Jr. Fund�Designated Hope Trust of Crisis Control Ministry Judith and Marbry Hopkins Endowment Louise S. Hunter Fund Institute for Dismantling Racism Endowment Viola and Dwight Jackson Memorial Fund Ella Mae Johnson Fund Johnson Family Cemetery Trust Fund Jimmy Johnson Memorial Fund June Porter Johnson Fund for Salem Academy and College Trey Jones Philmont Scholarship Fund Junior League of Winston-Salem Endowment Fund Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center Jane R. Kennedy Endowment Fund Louis and Gretchen Klaff Trust-Designated Petro Kulynych/Blue Ridge Parkway Foundation Endowment John W. Landingham Fund Peggy Bowen Leight Fund Maintenance Trust for Lewisville United Methodist Church Little Theatre Endowment Fund Lloyd Presbyterian Church Fund Regina Derwin Lofland Fund Love's UMC Capital Needs Fund Love's United Methodist Church Memorial Fund Jennifer Lowy-Dock Fund Lowy Fund�Shepherd's Center Anne and Bill Magness Meals-on-Wheels Fund G.L. Millsaps Memorial Trust J. William Moir Charitable Trust Montague Scholarship Medal Fund William G. Montgomery, MD Fund for Senior Services National Trust for Historic Preservation in the United States North Carolina Academy of Physician Assistants Endowment George S. Norfleet Bible Fund Elizabeth C. and Ralph B. Ogburn Fund 2008 1999 1988 2000 1995 1996 2004 2009 1999 1994 1999 2005 2006 2007 1998 2006 1989 2010 2003 2009 2001 1998 1996 2001 2009 2008 2008 1997 2000 2008 2000 2006 1939 1995 1981 1992 1932 1984 Old Hickory Council/Camp Raven Knob Endowment 1989 Old Hickory Council Endowment Fund Harry O. and Margaret W. Parker Ophthalmology Research Fund Margaret W. Parker Fund for Amos Cottage� Discretionary Margaret W. Parker Fund for Amos Cottage� Operations Margaret W. Parker�Ronald McDonald House of Winston-Salem Endowment Fund Mary A. Payne Charitable Fund Lucy Paynter Fund Peace Haven Baptist Church of Winston-Salem Endowment Fred Taylor Peden Trust of St. Paul's Wilkesboro Penland Endowment for Art Education Penland School of Crafts Fund Francis D. and Fannie Byrd Smith Pepper, Sr. Fund Francis D. and Phyllis Canup Pepper, Jr. Fund Louise A. Peterson Trust Pfafftown Jaycees Designated Fund Piedmont Opera Endowment Fund Kerr and Naomi Pinnix Designated Fund Pinedale Christian Church Fund Julia Davis Pollard Memorial Fund Orpha Marie Leonard Pope Fund Richard and Barbara Pope Trust Larriston Hill Powers Memorial Fund Preservation North Carolina�Winston-Salem Regional Office Endowment Fund Kenneth O. Raschke Literacy Initiative Trust Mary Neil Henderson Rice Designated Fund Stephen G. Richey Memorial Fund Wood Richmond Memorial Fund Golding H. Riddle Fund Golding H. Riddle St. Paul's Episcopal Church Fund Right Turns for Youth Endowment Jimmy Roddick Fund Ronald McDonald House of Winston-Salem, Inc. Endowment Fund Lorraine Flynt Rudolph Endowment Fund St. Paul's Episcopal Church Endowment St. Paul's Episcopal Church Mission Fund 1997 2004 2004 2004 1998 Selden Cundiff Memorial Trust for the Endowment 2002 of Holly Haven care home of AIDS Care Service, Inc. Bunny and Bill Davis Highland Scouting Fund Enrichment Center Endowment Alex C. Ewing North Carolina School of the Arts Campus Fund John H. Felts, M.D. Fund Forsyth Jail and Prison Ministries Endowment Forsyth County Dental Society Endowment Friendship Force of Central North Carolina Fund Guy R. and Florence M. Fulp Charitable Trust Galloway Memorial Episcopal Church Endowment Germanton United Methodist Church Fund J. Kirk Glenn Jr. Endowment for Crisis Control Ministry Goodwill Industries of NW NC, Inc. Endowment William (Billy) and Maggie Gordon Memorial Fund for Haw Pond Church of Christ Bowman and Gordon Gray Trust Bowman Gray Trust� Bowman Gray School of Medicine Gordon Gray Trust� Bowman Gray School of Medicine James A. Gray Endowment James A. Gray Foreign Mission Fund Group Homes of Forsyth, Inc. Endowment Habitat for Humanity of Forsyth County Endowment Fund�II Mr. and Mrs. F. Borden Hanes, Jr. Designated Trust Gordon Hanes Memorial Endowment for Crisis Control Ministry Jacob F. Hanes Fund for The Children's Home Jacob F. Hanes Fund for Superannuated Methodist Ministers Joan H. Hanes Fund Lewis Lee and Suzanne Ellis Hawley Memorial Fund Charles E. and Pauline L. Hayworth Fund Thomas K. Hearn, Jr.� Leadership Winston-Salem Scholarship Henderson Endowment for Galloway Memorial Episcopal Church Ada Hill and Jesse Davis Powers Fund Mary Hill Habitat for Humanity Fund 2000 2006 1999 2000 2002 2010 1987 2000 2009 2005 2008 1997 1998 1970 1970 1982 1946 1948 1993 1999 2010 1995 1935 1935 1983 2008 1994 2010 2010 2005 1996 Otis B. and Genevieve W. Parrish Endowment Fund II 1992 2009 2005 2010 2001 2010 1983 1997 1997 2002 2005 1987 2006 1997 1969 1986 1998 2005 1997 1996 2010 1986 1960 1953 2001 2003 2010 1985 2004 1946 1950 St. Paul's Wilkesboro Endowment Fund 2001 Unrestricted and Field of Interest Funds � continued on next page the winston-salem foundation annual report FUNDS AND DONORS [47] Designated and Agency Endowment Funds, continued FUND St. Philip's Episcopal Church Fund St. Stephens Episcopal Church Endowment Samaritan Ministries Endowment Fund Sawtooth School for Visual Art Endowment Sawtooth School for Visual Art Scholarship Fund Second Harvest Food Bank of Northwest North Carolina Fund Senior Services, Inc. Endowment R.Y. and Eileen Sharpe Fund James Reynolds Sheffield, Sr. and James Reynolds Sheffield, Jr. Trust Shepherd's Center of Greater Winston-Salem Endowment Trust Irving and Minnie Sheppard Memorial Fund Sloan S. Sherrill Fund Richard Edmund Shore Memorial Fund Siloam Baptist Church Endowment Fund Paul and Sara Sinal Fund Frances Horne Smith and Howard H. Smith Memorial Fund Gilbert W. and Gail S. Spencer Fund Sprinkle Mission Fund Lucy L. Stedman Memorial Fund Ruth Stevenson Stewardship Endowment Ralph and Peggy Stockton Arbor Acres Fund Sturmer Spay and Neuter Fund Summit School Endowment Fund Robert E. Taylor Memorial Fund William Mills and Margaret Parks Taylor Fund Tower Fund Trinity Center Endowment Fund Bynum E. Tudor Fund for Reynolda House Museum of American Art Unitarian Universalist Fellowship Endowment United Way Caring Shares Endowment United Way Joel A. Weston, Jr. Memorial Endowment Forrest and Gene Vogler Arts Endowment H. and E. Vogler Fund Voluntary Action Center Training Endowment Fund YEAR 1953 1997 2001 1996 1996 1997 1994 1983 1995 2005 1999 1978 2003 1997 1997 1968 2008 1982 1931 2004 2006 1993 1959 1995 2007 2008 2000 2001 2002 1990 1988 2008 1978 1986 Spencer and Nell Waggoner Charitable Fund� Designated John and Pauline Hoots Waller Trust Ina B. Watson Trust Wilkes Library Endowment Wilkes Playmakers Inc. Endowment Mr. and Mrs. A. Tab Williams, Jr. Fund A.T. Williams, Jr. Family Fund for St. Paul's Episcopal Church A. Tab Williams, Jr. Fund for the Salvation Army of Winston-Salem A. Tab Williams, Jr. St. Paul's Building Fund LuTelle Sherrill Williams Fund Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center Diana Dyer Wilson Organ Maintenance Fund Winston-Salem Civitan Fund Winston-Salem Delta Fine Arts, Inc. Endowment Fund Winston-Salem National Little League Endowment 2005 1999 2000 2001 2007 1998 1993 1996 2007 1986 2001 1993 2009 1995 2000 Winston-Salem Piedmont Triad Symphony Heritage Fund Winston-Salem Symphony Chair Endowment Fund Dorothy E. Wolf Charitable Fund Wolfe Family Charitable Fund Wolfe-Steele Young Life Trust Jane Gilbert Womble Fund William F. and Jane Gilbert Womble Fund for Arbor Acres William F. and Jane Gilbert Womble Fund for Senior Services World Law Fund Bland and Ada Worley/Blue Ridge Parkway Foundation Trust Chris Yarborough Memorial Sawtooth Center Library Trust YMCA of Greater Winston-Salem Heritage Club Endowment Special Children's School� Jacqueline Styers Young Fund 1999 1971 2010 1996 1996 2010 2010 2010 1994 1999 1998 1995 2001 [48] FUNDS AND DONORS the winston-salem foundation annual report ENDOWED FUNDS STUDENT AID FUNDS S INCE 1923 THE FOUNDATION'S STUDENT AID FUNDS have provided local students with the resources to pursue their academic goals. Donors may establish scholarships or grants with a minimum of $20,000 to support students from a particular high school, church, or county, or for those who attend a specific college or university. NEW FUNDS IN 2011 PURPOSE Mark Collier Caudill Scholarship Established by Virginia Whichard Caudill to honor her husband and to provide scholarships for graduating R.J. Reynolds High School seniors A.F. Clement Trust for Scholarships Established in 1970 and repurposed in 2011 as a need-based student aid fund Billy Dwight Memorial Scholarship Established with memorial gifts from friends and family to support scholarships for graduating North Forsyth High School seniors Robin and Danny Greenspun MBA Scholarship Established by Ian Jankelowitz to support scholarships for Wake Forest University MBA students Joyce Kohfeldt Endowment for Crosby Scholars Established as an agency endowment to support scholarships Lambeth Family Scholarship Established by Donny and Pam Lambeth to provide scholarships for graduating Parkland High School seniors Salem Lodge #139 / Robert A. Miller Memorial Scholarship Established in 2009 and endowed in 2011 by Salem Lodge #139 in memory of Robert A. Miller to provide scholarships to graduating high school seniors attending a historically black college or university Bill and Cynthia Tessien Scholarship Established with a grant from the T. Rowe Price Program for Charitable Giving, upon the recommendation of Bill and Cynthia Tessien, to provide scholarships for graduating Parkland High School seniors Woodbine Big Dreams Scholarship Established by The Woodbine Agency, Inc. to provide scholarships for graduating high school seniors who are interested in pursuing careers in the communication arts field FUND Annie S. Alexander Memorial Scholarship Kate Allred Education Grant William H. Andrews/HAWS Scholarship Fund Zack H. Bacon IV Scholarship Marshall B Bass Endowed Scholars Program at Winston-Salem State University Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College Marshall B Bass Scholars Endowment Fund at Livingstone College Marshall B Bass Scholars Fund at Voorhees College F. A. and Charlotte Blount Scholarship Sam L. Booke, Sr. Scholarship Fund Boyles-Eidson Scholarship Fund Jeanna Brown Memorial Scholarship Fund Tien Bui Memorial Scholarship Wes Burton Memorial Scholarship YEAR 2009 2010 1993 2005 2002 2005 2007 2004 2007 1989 2001 1986 2007 2005 Ray S. Church Memorial Scholarship Fund Gwenn Steward Clements Scholarship Elmer and Rosa Lee Collins Scholarship Lloyd E. and Rachel S. Collins Scholarship Fund Mary Rowena Cooper Scholarship Fund Ray and Jackie Cope Scholarship Fund D.C. Cornelius Memorial Scholarship Fund Serena D. Dalton Scholarship Fund Joseph E. Davies Scholarship Fund Bunny and Bill Davis Highland Scholarship Fund Oliver Joel and Ellen Pell Denny Healthcare Scholarship Joyce and Jim Dickerson Scholarship Fund Digestive Health Specialists Scholarship Wade and Marcelene Duncan Scholarship Fund East Forsyth High School Alumni Scholarship James L. Einstein College Scholarship Fund 2006 2009 2006 2001 1991 2005 2004 1977 2002 2000 1985 2000 2010 2004 2002 2009 Marlene Marie Pope Flinchum Scholarship Forsyth County Nursing Scholarship Fund William Ragsdale Froelich Memorial Scholarship The Garden Club Council of Winston-Salem and Forsyth County Scholarship Matthew Alan Gfeller Memorial Scholarship Claire Tillson Gladding Scholarship James A. Gray High School Alumni Scholarship Josh Gray Memorial Scholarship Claude B. Hart Memorial Scholarship William T. Hatch and Mabel P. Hatch Scholarship Fund Fred and Mozelle L. Hinshaw Scholarship Fund Walter R. Hoag Scholarship Fund Fred Colby Hobson Scholarship Fund Jack and Barbara Holt Memorial Scholarship Fund Brevard R. Hoover, Jr. Leadership Award 2001 1969 2010 2004 2009 2010 2002 2010 2004 1994 1995 1990 1994 2000 2007 Joe E. Gaddy, Jr. and Margaret W. Gaddy Scholarship 1995 Carver High School Alumni Association Scholarship 2010 James M. and Mary P. Edwards Memorial Scholarship 2010 the winston-salem foundation annual report FUNDS AND DONORS [49] Student Aid Funds, continued FUND I.W. Hughes Scholarship Fund Sergeant Mickey Hutchens Leadership Scholarship A. Ruth Hutchins Memorial Scholarship Elizabeth Loving James Memorial Scholarship John Russell Jarman Scholarship Fund Flora Royall Johnson Scholarship Fund Stella B. Johnson Scholarship Fund Tripp Joye Memorial Scholarship Fund Kapp-Weaver Scholarship Fund� R.J. Reynolds High School J. Lee Keiger, Jr. Family Fund Douglas Gray Kimel Scholarship Fund Law Enforcement Benefit Fund Law Enforcement Family Scholarship Fund Leinbach Chain-Breaker Scholarship Fund William H. Lester Packaging and Graphics Scholarship Fund Johnny Lineberry Memorial Scholarship Fund L.D. and Elsie Long Memorial Scholarship Fund Love's United Methodist Church Scholarship for Christian Education Love's United Methodist Church Scholarship Fund Edwin E. and Grace Kimrey Maddrey Scholarship Fund Mary Speer Martin Scholarship Trust R. Bruce Matthews Student Assistance Fund Millennium Charter Academy College Scholarship Julia Yokeley Miller Memorial Scholarship Fund N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund Gray W. Mock Family Scholarship Chester Arzell and Helen Miller Montgomery Scholarship Fund Paul Holcomb Murphy Memorial Fund Paul Holcomb Murphy Memorial Fund� Invested Income Murray Supply Company Scholarship Michael Nachman Scholarship Fund NC USSSA Scholarship YEAR 2008 2009 2010 2007 1996 1996 1987 2009 1997 1999 2007 1993 1994 1992 1990 2008 1980 2008 2008 2003 1997 2010 2007 1983 2003 2005 2007 1983 1983 2006 1995 2007 Emma Kapp Ogburn Memorial Fund Orthopaedic Specialists of the Carolinas' Nursing Scholarship Willis H. Overby Scholarship Jeannette Anderson Parker Memorial Scholarship Fund Otis B. and Genevieve W. Parrish Scholarship Alice Conger Patterson Scholarship William H. and Lena M. Petree Trust L. Gordon, Jr. and June D. Pfefferkorn Scholarship L. Gordon, Jr. and June D. Pfefferkorn Scholarship Fund for Forsyth Technical Community College Philo ABC Memorial Scholarship Fund Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund Dean Prim Scholarship Fund Robert G. Prongay Memorial Scholarship Patty Brendle Redway Fund Kate B. Reynolds Scholarship Fund R.J. Reynolds High School Class of 1968 Memorial Scholarship Fund John S. and Jacqueline P. Rider Scholarship Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund Samuel K. Rowland Trust Ray and Pearl Sams Scholarship Fund Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund Sharpe Student Loan Fund Bruce Shelton Scholarship Fund Thomas E. Shown, MD Scholarship Fund Jonathan LaRon Skinner Memorial Scholarship Paul and Evelyn Snow Scholarship Fund Ann Lewallen Spencer Scholarship Fund Stultz Scholarship Fund Summit School Opportunity Fund Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship Jeff Turner-Forsyth Audubon Scholarship Fund Nell and Spencer Waggoner Scholarship Fund 1946 2002 2010 2008 2010 2007 1996 2004 2004 2001 2005 1989 2001 1996 1979 1998 2004 1996 1998 1928 1999 2008 1997 1981 1991 2006 2010 1998 1995 1982 2006 1966 2005 2005 Art and Dannie Weber Scholarship Art and Dannie Weber Fund for Forsyth Technical Community College Erma Drum Webster Fund A.T. Williams Oil Company Fund II� H. Frank Steelman Scholarship A.T. Williams Oil Company Scholarship Fund A. Tab Williams, Jr. Scholarship Fund Elizabeth T. Williams Memorial Scholarship Edwin H. and Louise N. Williamson Endowed Scholarship The Winston-Salem Foundation Student Loan Fund Winston-Salem Hospitals Consortium Nursing Student Loan Fund Erica Wolfe Memorial Scholarship Fund Yadkin County Association of Educators (YCAE) Scholarship Fund Marcus Raper Zimmerman Scholarship Fund 2007 2007 1996 2001 1998 2003 1999 2007 1947 1981 1998 1985 1983 Kapp-Weaver Scholarship Fund�Greensboro College 1997 Mark James Mendenhall Memorial Scholarship Fund 2009 [50] FUNDS AND DONORS the winston-salem foundation annual report SCHOLARSHIP AND EDUCATION GRANT THE WINSTON-SALEM FOUNDATION T HE WINSTON-SALEM FOUNDATION SCHOLARSHIP AND EDUCATION GRANT, established in 2008, provides scholarships to Forsyth County students as they pursue post-secondary education. Recipients must demonstrate outstanding leadership, school service, and community involvement and should exemplify the Foundation's core values of generosity, inclusion, integrity, and excellence. The Foundation greatly appreciates the previously established student aid funds listed below that were combined to provide the initial funding for The Winston-Salem Foundation Scholarship and Education Grant. Contributions to the fund from the public are also welcomed as we seek to make our community stronger through the higher education of our youth. COMPONENT FUND Guy J. Bridges, Jr. Educational Fund YEAR ESTABLISHED 2006 1923 2004 1937 1947 1976 1926 Stanley D. Hartgrove Memorial Scholarship Fund Keith Jackson Memorial Fund Andrew Lane Memorial Scholarship Lasater Student Loan Fund Rachel Tolson Law Memorial Scholarship Fund Ricky Douglas Mitchell Scholarship Fund Norfleet Memorial Fund Lucy Simmons Puryear Memorial Scholarship Fund 1997 1976 2006 1927 2008 2009 1976 1994 W.N. Reynolds Student Loan Fund M.D. Stockton Education Fund N.D. Sullivan Charitable Trust George B. Whitaker Memorial Student Loan Fund 1931 1927 1971 1927 Leo Caldwell Memorial Student Loan Fund Stanley Michael Elrod Scholarship Fund Emergency Loan Fund John L. Gilmer Student Loan Fund John Gold Memorial Fund Anna Hodgin Hanes Student Loan Fund DONORS IN 2011 Mr. and Mrs. David Friedman Mr. Colin M. Snyder the winston-salem foundation annual report FUNDS AND DONORS [51] NON-ENDOWED FUNDS NON-ENDOWED ADVISED FUNDS N ON-ENDOWED ADVISED FUNDS allow donors to make grant recommendations from the principal of their fund. Because of the simplicity and efficiency of these funds, many donors use them for annual charitable giving purposes. NEW FUNDS IN 2011 Bill Benton Non-Endowed Fund David C. Eagan Fund For Katie's Sake Forsyth Medical Center Community Benefit Fund (Thomas) Bo and Jenny Fulton Charitable Fund Kelley and Drew Hancock Advised Fund Tommy L. and Patricia B. Hickman Family Fund Julie Holland Charitable Fund Hope For The Hopeless - Spencer Meyer Foundation Fund Mike and Brooke Joyce Fund Lineberger Family Fund Masich Family Fund Hof and Kathryn Milam Charitable Fund Miller Family Advised Fund Richard H. and Nola G. Miller Advised Fund Pitt Hopkins Syndrome Fund Prince William Community Benefit Fund (Belden) Prince William Community Benefit Fund (Fairchild) Prince William Community Benefit Fund (Gary) Prince William Community Benefit Fund (Gutliph) Prince William Community Benefit Fund (Hoover) Prince William Community Benefit Fund (Magalski) Prince William Community Benefit Fund (Wine) Prince William Community Benefit Fund (Zurlo) Michael and Jill Rogers Fund Suzie and Dennis Ross Fund Sherwood Forest Elementary School Fund Shaun Edward Stewart Fund Alex and Elliott Turner Advised Fund Whitaker Elementary Endowment Fund Winston-Salem Children & Youth Fund w.u.r.k.s. Charitable Fund Tom and Jean Adams Fund David and Liz Albertson Fund Hannah Albertson Fund Martha Albertson 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 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 Stewart and Tracey Beason Charitable 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 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 Callahan Family Fund Canary Fund Angela and William Carr Advised Fund Susan Cobb Carson Advised Fund Virginia L. Carson 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 Chuck and Bobbie Chambers Advised Fund Dudley C. and Winborne S. Chandler Fund Barbara F. Chatham Advised Fund [52] FUNDS AND DONORS the winston-salem foundation annual report Non-Endowed Advised Funds, continued Jerry and Brenda Cheek Charitable Fund Children's Enrichment Fund Christopher Fund Nick and Jennifer Chrysson Advised Fund Jeff T. and Ren� F. Clark Advised Fund Perry and Kelli Clark Charitable 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 Robert F. Coil Advised Fund Gary W. and Virginia F. Cole Advised Fund David and Carole Collins Fund Teresa L. Conrad Fund Barry and Dottie Cook 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. Thomas H. Davis, Jr. Advised Fund Richard and Mary Dean Family 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 Mr. and Mrs. 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 Mary M. Eagan Fund Robert and Amy Egleston Advised Fund Eisenberg Family Advised Fund Jerry and Janet Enos Fund Gerald and Ann Esch Donor Advised Fund Lisbeth C. Evans and James T. Lambie Advised Fund Falken Family Fund Donna and Michael Fina Advised Fund Gary G. and Diana B. Fleming Fund Gary Flower Advised Fund Representative Dale and Synthia Folwell Family Fund T. Vernon and Jennifer K. Foster Fund Alice M. Foster-Ficken Fund Cecil and Henrietta Foushee Advised Fund Sheila F. and John C. Fox Fund Alice Dibrell Freeman Family Fund Nella P. Fulton Advised Fund Paul Fulton Non-Endowed 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 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 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 Snow 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 R. Hauser 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 Mark and Betsy Hoppe 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 Frank and Margaret Hunter Fund Mr. and Mrs. David A. Irvin Advised Fund Jim and Dianne Iseman Charitable Fund Susan Cameron (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 the winston-salem foundation annual report FUNDS AND DONORS [53] Non-Endowed Advised Funds, continued 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 Petro 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 Matt and Emmie Long Fund Frank and Kay Lord Advised Fund David and Libby Lubin Fund Gail Lybrook Advised Fund John F. and Annette P. Lynch 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 Walter McDowell Advisory Fund Sarah Murphy McFarland Advised Fund Nancy Davis McGlothlin 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 Mist Island Foundation Fund J. Frank and Lynda K. Morris Advised Fund Frank and Mary Jo Murphy Advised Fund Dan and Bonnie Murphy Charity Fund Murphy-Smith Family 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 Keith and Lisa Norman Family Advised Fund Robert S. and Marianne D. Northington Advised Fund Novant Community Benefit Fund (Aluko) Novant Community Benefit Fund (Baughan) Novant Community Benefit Fund (Belk) Novant Community Benefit Fund (Conrad) Novant Community Benefit Fund (Evans) Novant Community Benefit Fund (Gordon) Novant Community Benefit Fund (Ketner) Novant Community Benefit Fund (Stolz) Novant Community Benefit Fund (Tillman) Novant Community Benefit Fund (Valentine) Novant Community Benefit Fund (Woodlief) 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 B. 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 Lucie and Chuck Patton Fund Carol and Raymond Pearson Charitable Fund Peter Perret Fund for Young Musicians 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 Adv Fund Pfefferkorn Company Advised Fund L. Gordon and June D. Pfefferkorn, Jr. Fund Mr. and Mrs. Stephen F. Phelps Advised 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 Jane and Joe Potter Fund Nan and Tim Prout Charitable 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 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 Fund Rickelton Fund Jacqueline P. Rider Advised Fund John and Lynn Roach Advised Fund Roaring Gap Fund Pauline and Norwood Robinson Fund Roddick Benevolence Gift Trust [54] FUNDS AND DONORS the winston-salem foundation annual report Non-Endowed Advised Funds, continued Charles and Courtney Rowe Charitable Fund David F. and Martha Wilson Rowe Advised Fund Steve and Nancy Rowell Charitable Fund Michael and Deborah Rubin Advised Fund Curtis Flynt Rudolph Advised Fund Carver and Betsy Rudolph Advised 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 Martha and Tom Simpson Advised Fund Catharine N. and Kenneth N. Sisk Fund Bucky and Debbie Sizemore Fund Mike and Beth Skorich Advised Fund Bruce W. and Sara C. Smith 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 W. Fletcher and Anna B. Steele Family Fund Stratford Rotary Benevolence Fund Rick and Kate Streng Advised Fund Richard and Nancy Sullivan Fund John J. and Betty Pratt Sutton Advised Fund Sutton Family Fund Jack and Cindy Sutton Fund Nancy King Tanner Advised Fund Targacept TargaCare Fund John A. Taylor Advised Fund Marguerite B. Taylor Advised Fund Thomas Teague 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 Mary Kay Tucker Advised Fund Eleanor James Vance Advised Fund Stuart F. and Frances McD. Vaughn Advised Fund Peter and Carol Vrooman Advised Fund Susan B. Wall Advised Fund Lee Wallace 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 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 Louisa Whitaker Advised Fund William A. Whitaker Advised Fund Nancy and Monty White Advised Fund Scott and Lauren Wierman Advised Fund Paul and Jan Wiles Charitable Gift Fund Arthur T. and Catherine R. Williams, III Advised Fund Dr. and Mrs. S. Clay Williams, Jr. Advised Fund John G. and Patricia G. Williard Fund Mr. and Mrs. Ben S. Willis, Jr. Advised Fund Mr. and Mrs. H. Norton Willis Fund Robert M. Willis Fund Mr. and Mrs. J. D. Wilson, Jr. Advised Fund W.T. Wilson Advised Fund Winters Advised Fund Winston-Salem Rotary Benevolent Fund Winston-Salem Twin City Host Lions Club Advised Fund Calder and Martha Womble Advised Fund Erna and Bill Womble, Jr. Advised Fund Ralph H. Womble Advised Fund William F. Womble Advised Fund James and Johanna Yopp Fund Mr. and Mrs. Scott K. Young Charitable Fund Lynn and Jeff Young Fund Stephen and Bonnie Zades Advised Fund Mr. and Mrs. Nick G. Zegrea Advised Fund the winston-salem foundation annual report FUNDS AND DONORS [55] NON-ENDOWED FUNDS TEMPORARY FUNDS T EMPORARY FUNDS give the Foundation the ability to hold funds for a limited time for organizations and individuals for charitable projects. Black Philanthropy Fund Azalee Clements Memorial Fund Dog Park at Tanglewood Fund Equality Winston-Salem Fund Flow Automotive Companies Scholarship Fund Friends of the Hollywood Cemetery Fund Gateway Environmental Initiative Fund Greater Gift Initiative Fund Greenxscapes Fund Douglas N. Marlette Memorial Scholarship Fund NCGS Fund Peppercorn Children's Theatre Fund Carl R. Sapp Field Enhancement Fund Helen Simoneau Danse Fund Theatre On Common Ground Fund Michael and Buffy Waltrip Charitable Fund Waltrip Brothers Charitable Fund Paul M. Wiles Scholarship Fund Winston-Salem Community Development Collaborative Fund The Women's Fund of Winston-Salem Youth Activities Fund [56] FUNDS AND DONORS the winston-salem foundation annual report CHARITABLE TRUSTS T HE FOUNDATION SERVES AS TRUSTEE of charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) for donors and their families. CLTs allow donors to direct income from the trust to the Foundation and/or other charities for a designated period of years. At the end of that period, the principal can be redirected according to the terms of the original trust documents. CRTs provide life income to designated individuals with the remainder interest of the trust ultimately going to charity. CHARITABLE TRUSTS Abner Alexander Irrevocable Living Annuity Trust Elms and Harriet Allen Unitrust Stephen G. Anderson Irrevocable Living Unitrust James L. Barnhardt Charitable Remainder Trust Edward S. and Barbara T. Beason Unitrust Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust Edna Newsome Blanton 2007 Charitable Remainder 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 Irrevocable Living Annuity Trust Donald F. Folger Charitable Remainder Unitrust Kathryn W. Garner Irrevocable Living Unitrust J. Beeson Grubbs Irrevocable Living Annuity Trust Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust Edmund B. Hopkins Irrevocable Living Unitrust Lucy Kaplan Irrevocable Living Unitrust William A. and Edith T. Knott Irrevocable Living Unitrust William G. and Ava O. Koronis Charitable Unitrust Mary Annette Leight 2002 Charitable Unitrust Douglas Lewis Family Charitable Remainder Trust 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 Emerson Walter Pitts, Jr. 2011 Charitable Remainder Annuity Trust Ruth Fay Pitts 2011 Charitable Remainder Annuity Trust C. Edward Pleasants Charitable Remainder Trust Nancy T. Pleasants Charitable Reminder Trust Ruth M. Pleasants Irrevocable Living Unitrust J P Rider Charitable Remainder Trust dtd 5/9/96 F. Conard and Jean Snyder Charitable Lead Annuity Trust Nancy H. Southard Irrevocable Living Unitrust Nancy S. Spencer Charitable Remainder Trust Edward E. 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 Charitable Remainder Unitrust L. Frances S. Temple and Jesse C. 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 Charitable Remainder Unitrust W.F. Womble Irrevocable Living Unitrust H.C. Woodall, Jr. Family Charitable Remainder Trust Roma Lee Woosley 2005 Charitable Remainder Annuity Trust the winston-salem foundation annual report FUNDS AND DONORS [57] BOOK OF MEMORY Foundation. These specially-commissioned, leather-bound books are displayed in the Foundation's reception area and contain more than 8,800 names. T HE BOOK OF MEMORY WAS ESTABLISHED in 1946 as a means of preserving the names of those in whose memory gifts were made to the THE FOLLOWING NAMES WERE ENTERED INTO THE BOOK OF MEMORY IN 2011: Virginia Dean Amos Allison Ray Atkins Earl Eugene Barber John Linder Barber, Sr. Max Lloyd Barnhardt, Jr. Marilyn Grace Bauer William Evans Bean George Beischer Lyle Johnston "Pat" Benbow Pat Bradham Bennett Thomas Allen Bennett Frances Lucille Cathey Bost Abraham "Abe" Brenner Ruth Jarvis Brewer Mary Ann Cooper Broughton Claire Rose Buckley Rev. Dr. David H. Burr Azalee Clements Lanny Ross Cook Nancy Arnott Cramer Jamie Berrier Crutchfield Eula Deaton Sarah Lane Ivey DeRamus Margaret Glenn Dillard Sarah Greason Duerson Erik Durchman Mary Mills Dyer Theodore Elgin Ebert, Jr. Omnia Floyd Fowler Anne Whitlow Francis Marjorie Husband Froeber Mary Dougall Gilbert Nawal Alexandra Ebeid Giscard d'Estaing Bill Dow Glance Sara Stevens Glenn Alice Jane Goodson Doris Swann Googe R. Philip Hanes, Jr. David Harrington Anne Hunt Hartzog Dr. Richard Eli Hedrick Betty Spainhour Hennessee Theodore David Hill, Jr. Luanne Mahannah Hinshaw Harold Galen Hoak Lewis R. Holding James E. Holmes, Jr. Mary Hutchinson Tam Hutchinson, Sr. Frank Griswold Hall Keel Douglas Gray Kimel Earline heath King May Olivia Boney Kinlaw Margaret Elizabeth "Libby" Lamberti Dr. Thomas W. Littlejohn, III Curtis Eugene Long David Nowlin Marion Helen Booe Marley Teddie Palmer Martin Jane Pepper Masich Harry G. McGinn, Jr. Clara Lee McLean Spencer David Meyer Sherwood Albert Michael Joseph Henry Mickey Donna Marie Nevius Algine Neely Ogburn Katharine Davis Ogburn F. Roger Page, Jr. Maxwell Peddle, Jr. Mary Virginia Warren "Ginner" Poe Nancy Clare Prout Martha Simms Rambo Lawrence Reaves, Sr. Thomas Renn Mary Richardson M. Stewart Robertson, Jr. Robert "Rob" Joseph Romanello Eugene Rossitch Georgia Goodson Saunders Anne Lillian Womble Seippel James Shelnutt Henry Howard Sherrill, Jr. Evelyn Ardella Sides Sloan Jeannine Rose Meacham Smith Stancil Spivey Jean Stewart John Jackson "Jack" Sutton, Jr. Olivia LaVerne Campbell Swinton Laura Ann Melchor Thomas Mark Allen Tisdale Ernest Eugene Tucker, Jr. Margaret Turner Frances Miller Sowers Vogler Margaret Spaugh Watkins Margaret Jones Watlington Carolyn Watts Mary Parks Bell Weathers Alice Carmichael Williamson Gordon C. Willis Lucy Page Wilson Howard Osler Woltz, Jr. Mary Patricia "Pat" Gwyn Woltz Doris Lowder Wright Glenn Yoder, Jr. Callie Pauline Young [58] FUNDS AND DONORS the winston-salem foundation annual report THE LEGACY SOCIETY deferred or planned gifts, such as charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation. The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2011. If you have fulfilled this Legacy Society criteria and you are not listed, please let us know. On behalf of future generations, we gratefully thank these donors for their plans to contribute to such an enduring legacy for our community. T HE 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 LEGACY SOCIETY MEMBERS Anonymous (16) Ms. Katherine Acton and Mr. Gerald Smith Mr. and Mrs. Ray Mitchell Agnew, Jr. Mrs. Sylvia F. Alderson The Honorable and Mrs. Abner Alexander Dr. Donna D. Alexander Dr. and Mrs. Elms L. Allen Ms. Gayle N. Anderson Dr. and Mrs. Stephen G. Anderson Mr. and Mrs. John Appel Mr. W. A. Armfield, Jr. Dr. and Mrs. Donald L. Armitage Mr. and Mrs. Jerry Arnold Mrs. Teresa R. Ashburn Drs. Anthony and Katherine Atala Mr. and Mrs. Philip S. Auchincloss Mr. Robert G. Auchincloss Ms. Lisa L. Austin Mr. and Mrs. Bruce M. Babcock Mr. and Mrs. L. M. Baker, Jr. Mr. and Mrs. William P. Baldridge Mr. and Mrs. David L. Barnes Mr. and Mrs. Richard D. Barnes Mr. and Mrs. Zeb E. Barnhardt, Jr. Mrs. Diane D. Barrett Mr. Marshall B Bass Dr. and Mrs. Edward S. Beason Mrs. Barbara C. Beattie Mr. and Mrs. Frank M. Bell, Jr. Mrs. Marie Bellin Ms. Sami O. Bills Mr. and Mrs. R. Gordon Bingham Mr. David B. Blanco Dr. and Mrs. Frederick 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. Michael Brenner Mr. and Mrs. Paul Briggs Mr. and Mrs. Douglas E. Broadway 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. Hoan Bui and Ms. Ngoc Nguyen Mr. and Mrs. Charles Norman Bunce Dr. Patricia P. Bundy Mr. and Mrs. John W. Burress III Mr. and Mrs. K. Blaine Burton, Jr. Mrs. David B. Butler Ms. Jane Calloway Ms. Susan M. Cameron Dr. and Mrs. W. Douglas Cardwell Dr. and Mrs. Kenneth Carlson Mrs. Anne Maddrey Carpenter Mr. Coy C. Carpenter, Jr. Mrs. William H. Carr Miss Genie Carr Mr. and Mrs. Henry M. Carter, Jr. Ms. Peggy C. Carter Ms. Dorothy A. Caudill Mr. and Mrs. C. Ray Caudle Mr. M. Campbell Cawood Mr. and Mrs. Charles W. Chambers Mr. and Mrs. Christopher J. Chapman Mrs. Norma Charles-Sink Mrs. Barbara F. Chatham Mr. and Mrs. Gerald L. Chrisco Mrs. Hessie Church 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. Mrs. Brenda K. Cline Mr. and Mrs. John Wayne Clodfelter Mr. and Mrs. Gary W. Cole Mr. Elmer Collins Mr. George L. Cooper Mr. and Mrs. Harry Corpening Mr. and Mrs. David L. Cotterill Ms. Athalene Couch Mrs. Donna H. Craige Mr. J. Scott Cramer Mr. and Mrs. Robert L. Dalton, Jr. Mr. Jason Davies and Mrs. Julia Frost-Davies Mr. G. Franklin Davis Mr. and Mrs. John W. Davis III Mr. and Mrs. Richard N. Davis Mr. and Mrs. William A. Davis II Ms. Rebecca M. Deaton Mr. and Mrs. Albert J. DeForest III 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 Mr. and Mrs. Daniel W. Donahue 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. and Mrs. Frank E. Driscoll Dr. and Mrs. Joseph B. Dudley Ms. Nancy Dunn Mr. Noel Lee Dunn Ms. Mignon Durham Mrs. John T. Eagan, Jr. Mr. and Mrs. Fred G. Eidson Mr. and Mrs. James L. Einstein Mr. and Mrs. Barry Eisenberg Mrs. Robert A. Emken Mr. and Mrs. Charles A. Essic, Jr. Mr. and Mrs. Alexander C. Ewing Dr. and Mrs. John C. Faris Mrs. Rita D. Fitzgerald Ms. Marlene P. Flinchum Mr. and Mrs. Victor I. Flow, Jr. Mr. Gary Flower Mr. and Mrs. Donald F. Folger the winston-salem foundation annual report FUNDS AND DONORS [59] Legacy Society Members, continued Dr. and Mrs. Robert V. Ford, Jr. Mr. Woody H. Fox, Jr. Dr. and Mrs. Larry W. Freeman Mr. David W. Fuller 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 Mr. and Mrs. John E. Gehring Dr. and Mrs. Samuel T. Gladding Mr. and Mrs. J. Kirk Glenn, Jr. Mr. and Mrs. Thomas O. Goodson Mr. William A. Goodson, Jr. James Gore Natasha Gore Mrs. Bryce Gordon Dr. Louis N. Gottlieb Mr. and Mrs. Richard A. 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. J. Andrews Hancock III Mr. and Mrs. James A. Hancock, Jr. Mr. and Mrs. Richard D. Hancock Ms. Charlotte M. Hanes Mr. and Mrs. F. Borden Hanes, Jr. Mr. and Mrs. Frank Borden Hanes, Sr. Ms. Susan F. Harris Mr. and Mrs. John Harrison Mr. and Mrs. Paul D. Harrison Mr. and Mrs. Dennis G. Hatchell Mr. and Mrs. Sam Hauser Mr. Peter E. Hawley Mr. and Mrs. Fred W. Hege Mr. Charles R. Hemrick Mr. L. Stephen Hendrix Mr. and Mrs. A. B. Henley III Mr. M. N. Hennessee Mr. and Mrs. Leonard Herring Mr. and Mrs. Michael C. Hetrick Ms. Emily Millis Hiatt Mr. Hardin P. Higgins Mrs. Harrell B. Hill Mrs. Alice Hinman Mrs. William F. Hohman Mrs. Barbara Wall Holcomb Mrs. William E. Hollan, Sr. Ms. Leslie Hollan Mr. William E. Hollan, Jr. Mrs. James E. Holmes, Jr. Mr. and Mrs. Robert A. Hoover Drs. Judith and Marbry Hopkins Mrs. Edmund B. Hopkins Mr. and Mrs. Billy Hunt Mrs. Jacqueline S. Hunt Mr. John W. Hunt Mr. and Mrs. Judd Hunt Mr. and Mrs. David A. Irvin Dr. and Mrs. Nathaniel Irvin II Dr. and Mrs. Francis M. James III Ms. Mary Jamis and Ms. Starr Johnson 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. Susan Kerner-Hoeg Mr. and Mrs. Truman T. Kiger Mr. and Mrs. Jesse M. King Mr. and Mrs. Philip G. Kinken, Jr. Mr. and Mrs. William A. Knott Ms. Joyce Kohfeldt Dr. and Mrs. L. Andrew Koman Dr. and Mrs. Thomas J. Koontz Bill and Ava Koronis Ms. Brenda H. Kulp Mr. Petro Kulynych Mr. and Mrs. Arnold N. Lakey Mr. and Mrs. Donny C. Lambeth 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 Ms. Elizabeth C. Lewis Ms. Nancy C. Lide Mr. and Mrs. Stanley Lineberry Mr. and Mrs. James E. Lippard Dr. and Mrs. Dan S. Locklair Mr. Joseph P. Logan Mrs. Curtis E. Long Mr. and Mrs. William Longyard Mr. and Mrs. Frank K. Lord III Mrs. Elizabeth Lovett Mrs. Carolin Lowy Ms. Annette P. Lynch Ms. Patti Ann Lynch Mr. and Mrs. E. Erwin Maddrey II Mr. and Mrs. Parker Maddrey Mr. and Mrs. John Mann Ms. Debbie Marshall Mr. and Mrs. James E. Martin Dr. and Mrs. John A. Maselli Mr. David P. Masich Dr. and Mrs. K. Frank McCain Dr. and Mrs. William McCall, Jr. Dr. Bruce R. McCune Mrs. Nancy Davis McGlothlin Dr. Timothy McGowen Dr. W. Frederick McGuirt Mr. and Mrs. Thomas Ray 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. Ms. Melanie Micale Dr. Henry S. Miller, Jr. Mrs. Barbara B. Millhouse Mr. and Mrs. James H. Millis, Jr. Mrs. Molly Millis Hedgecock Mr. and Mrs. Neal Millsaps Mr. Richard G. Mock Ms. Ellen N. Monahan Dr. and Mrs. John H. Monroe Mr. and Mrs. C. Arzell Montgomery Mr. and Mrs. Timothy R. Moore Mr. and Mrs. David R. Morgan 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 Mr. Chester T. Nuttall, Jr. Dr. and Mrs. David Reese O'Brien, Jr. Mr. and Mrs. Sam C. Ogburn, Sr. Mr. and Mrs. L. Glenn Orr, Jr. Mr. and Mrs. Willis H. Overby Mr. and Mrs. Craven B. Page Mr. John V. Pappas Mr. and Mrs. Dwight E. Pardue Rev. and Mrs. Nathan E. Parrish 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. Mr. and Mrs. Tony Petree Mr. and Mrs. L. Gordon Pfefferkorn, Jr. Mr. and Mrs. Stephen F. Phelps Mr. Emerson Walter Pitts, Jr. Ms. Ruth F. Pitts Mr. and Mrs. C. Edward Pleasants Mr. Graydon Pleasants and Ms. Margaret Scales Mrs. Ruth M. Pleasants Dr. Michael J. Pollak Mrs. Richard E. Pope Frances and Steve Porter Mr. Billy D. Prim Mr. J. Timothy Prout Mr. Grady R. Pulliam III Mr. and Mrs. Cliff Purcell Mr. and Mrs. Robert L. Quick Mr. and Mrs. H. Chris Ramm Dr. Dariel L. Rathmell Mr. and Mrs. James K. Reaves, Jr. Mr. and Mrs. Harry Reavis Mr. and Mrs. Patrick Riazzi [60] FUNDS AND DONORS the winston-salem foundation annual report Legacy Society Members, continued Dr. and Mrs. David G. Rice Mr. and Mrs. Thomas B. Rice III Mrs. John S. Rider Mr. Clay V. Ring, Jr. Mrs. James A. Roddick, Jr. Mrs. Eugene Rossitch Mr. and Mrs. Charles Rotgin, Jr. Dr. and Mrs. Michael H. Rubin Mr. and Mrs. Tom Rucker Mr. and Mrs. C. Guy Rudisill III Ms. Avon Ruffin Mr. Dalton D. Ruffin Mrs. H. J. Runnion, Jr. Ms. Karen Sanders Dr. and Mrs. William M. Satterwhite, Jr. 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 Mrs. Richard G. Smith, Jr. Mr. James N. Smoak Dr. and Mrs. John K. Southard, Jr. Ms. Ann Lewallen Spencer Mr. and Mrs. James Y. Spencer Ms. Betsy Spencer Mrs. William O. Spencer III Edward Eugene and Jean Jennings Stivers Mr. and Mrs. Richard Stockton Mr. and Mrs. Thomas J. Stopyra Mrs. Janice K. Story Mr. and Mrs. Richard L. Sullivan Mrs. John J. Sutton, Jr. 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 Mr. and Mrs. William T. Tessien Ms. Sylvia Theriault 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 Mr. and Mrs. Randall Tuttle Mr. and Mrs. Harry B. Underwood II Ms. Margaret M. Urquhart Mrs. Deborah H. Vaughan Ms. Patricia A. Vaughn Mr. and Mrs. Robert C. Vaughn, Jr. Dr. and Mrs. Ramon Velez Mr. and Mrs. Michael B. Wall Mr. and Mrs. Hans Wanders Mr. and Mrs. John F. Ward Mr. and Mrs. Joseph Washington Mr. and Mrs. William R. Watson Mr. and Mrs. Philip R. S. Waugh, Jr. Mr. and Mrs. Arthur G. Weber Dr. Glenda Weber and Mr. Wayne Weber Mr. and Mrs. Edwin L. Welch, Jr. Mr. and Mrs. Joe Wheliss 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. Stephen T. Williams Mr. B.J. Willingham Mr. and Mrs. John W. Willingham Mrs. Francis F. Willingham Mr. and Mrs. J. D. Wilson, Jr. Mr. R. M. Wilson Mr. William T. Wilson III Ms. Betty S. Winslow Mr. and Mrs. Steve Wohlford Mr. and Mrs. Harry H. Wolfe Dr. and Mrs. John R. Wolfe Mrs. Rochelle Wolfe Mrs. Calder W. Womble Mr. Ralph H. Womble Mr. William F. Womble Mr. H. C. Woodall, Jr. Ms. Roma Lee Woosley Dr. and Mrs. Richard C. Worf Mrs. Hal G. Worley Bryan and JoAnn Yates Mr. and Mrs. Karl F. Yena Mr. and Mrs. C. J. Young Dr. and Mrs. Douglas M. Young Mr. and Mrs. Yasser Youssef the winston-salem foundation annual report FUNDS AND DONORS [61] 2011 DONORS DONORS TO THE COMMUNITY FUND, THE COMMUNITY LEADERSHIP FUND, AND THE BOOK OF MEMORY These contributions are listed alphabetically on the following two pages. For a list of 2011 donors to other named funds, please visit our Web site at www.wsfoundation.org. Both the Foundation and the community are grateful for all of these gifts -- from the smallest to the largest. Collectively these contributions reflect that the Foundation's mission -- to invest in our community by making philanthropy and its benefits available to all -- is alive and well. VISIONARIES � $5,000 OR MORE Mr. and Mrs. Frank M. Bell, Jr. Mr. J. Scott Cramer Ms. B� Haver Mr. Charles R. Hemrick/Mrs. Norma Charles Sink The Senah C. & C.A. Kent Foundation Mr. and Mrs. Paul M. Wiles BENEFACTORS � $2,500�$4,999 Mr. and Mrs. Michael Brenner Mrs. Calder W. Womble ADVOCATES � $1,000�$2,499 Dr. David Albertson and Dr. Liz Albertson Dr. and Mrs. Elms L. Allen Mr. and Mrs. Henry M. Booke Mr. Sam L. Booke Dr. and Mrs. James D. Branch Mr. and Mrs. John W. Burress III Mr. and Mrs. F. Hudnall Christopher, Jr. Mr. and Mrs. George M. Cleland Mr. and Mrs. Frank E. Driscoll Mr. and Mrs. Barry Eisenberg Glenn Family Foundation Mr. and Mrs. Thomas O. Goodson Grover C. and Jane C. McNair Charitable Foundation Trust Ms. Judith B. Halverson Mr. and Mrs. Charles H. Hauser Mr. and Mrs. Richard D. Hensel Mr. and Mrs. Tommy L. Hickman Dr. and Mrs. Francis M. James III Mr. and Mrs. George C. Lautemann Mr. and Mrs. W. Randolph Loftis, Jr. Mr. and Mrs. Frank K. Lord III Mr. and Mrs. John G. Medlin Morgan Stanley Smith Barney Mr. and Mrs. Lucian H. Neal Mrs. Elizabeth D. Orr Mr. John V. Pappas Mr. and Mrs. L. Gordon Pfefferkorn, Jr. Mr. and Mrs. Stephen F. Phelps Mr. Graydon Pleasants and Ms. Margaret Scales Mr. and Mrs. Richard O. Rogers III Mr. and Mrs. Andrew J. Schindler The Strickland Family Foundation Mr. and Mrs. F. Nelson Tomlinson, Jr. Mr. Michael Waltrip Mr. and Mrs. H. Vernon Winters [62] FUNDS AND DONORS the winston-salem foundation annual report SUPPORTERS � $500�$999 Mr. and Mrs. Thomas R. Adams Mr. and Mrs. John Appel Mrs. Amy P. Barnhardt Dr. and Mrs. Rolland Barrett Mr. and Mrs. Graham F. Bennett Dr. and Mrs. Kenneth Carlson Mr. M. Campbell Cawood Mr. and Mrs. Robbie O. Chandler Mrs. Barbara F. Chatham Mr. and Mrs. Ronald J. Clein Mr. and Mrs. David L. Cotterill Mr. and Mrs. Richard N. Davis Mr. and Mrs. Thomas S. Douglas III Mrs. Elaine D. Dowdell Mr. and Mrs. Graham P. Dozier III Mr. and Mrs. Robert L. Edwards Mr. and Mrs. James E. Gay III Mr. and Mrs. Tom Gibbs Mr. and Mrs. Murray C. Greason, Jr. Greater Winston-Salem Chamber of Commerce Mr. Michael D. Gunter Mr. and Mrs. James G. Hanes III Mr. and Mrs. Stanhope A. Kelly Mr. and Mrs. Jeffrey Lawyer Mercedes-Benz of Winston-Salem Mr. and Mrs. Dwight E. Pardue Mr. and Mrs. Ed Pleasants Mr. and Mrs. Ed Robins Mr. W. David Shannon Mr. Willis Slane and Dr. Caroline Chiles Mr. G. Dee Smith Mrs. Robert B. Sosnik Dr. and Mrs. James F. Toole Mr. and Mrs. Michael A. Trawick Mr. and Mrs. Hans Wanders Mr. and Mrs. Arthur G. Weber Mr. and Mrs. John W. Willingham Mr. and Mrs. William F. Womble, Jr. PHILANTHROPISTS � UP TO $500 Dr. Jon Abramson and Dr. Cynthia Lees Dr. and Mrs. David H. Allen Mr. and Mrs. Miller Allen Dr. and Mrs. Philip R. Aronson Mr. Dan W. Austell, Jr. Mr. and Mrs. William P. Baldridge Mr. and Mrs. Charles S. Baldwin III Bank of America Charitable Foundation Dr. and Mrs. Cyrus W. Bazemore, Jr. Dr. and Mrs. Edward S. Beason Mrs. Jean S. Blanton Dr. Ann Q. Bogard Mr. H. Michael Britt Mr. Coy C. Carpenter, Jr. Ms. Genie Carr Ms. Jo Ellen Carson Mr. and Mrs. Scott E. Cawood Mr. and Mrs. Harris F. Clein Mr. and Mrs. Michael L. Clements Mrs. Sophia S. Cody Mr. and Mrs. James H. Corrigan, Jr. Mr. Gregory A. Cox Mr. and Mrs. Marcus B. Crotts Mr. and Mrs. Richard M. Crowder, Jr. Mrs. Viola H. Crump Dr. Courtland H. Davis, Jr. Ms. Rebecca M. Deaton Mr. and Mrs. Douglas Dillard Mr. and Mrs. Carl A. Dull, Jr. Ms. Phyllis H. Dunning Mr. Wil Elder Dr. and Mrs. William Elesha Dr. Steve Felts Mr. and Mrs. Michael J. Fisher Mr. William A. Goodson Mr. and Mrs. William A. Goodson III Mrs. Emma Graham Mr. Jonathan D. Halsey Mr. and Mrs. James A. Hancock, Jr. Ms. Sally Dudley Harper Mr. and Mrs. John Harrison Mr. and Mrs. Dennis G. Hatchell Mr. and Mrs. Joseph C. Hedgpeth II Mr. and Mrs. Harry Heilig Mr. William E. Hollan, Jr. Mr. and Mrs. Robert H. Holliday, Jr. Dr. and Mrs. Robert Holmes Ms. Sarah R. Holthouser Mrs. E. R. Howard Mrs. Frances R. Huber Mrs. Jacqueline S. Hunt Mr. and Mrs. John Hunter Immedia Print Mr. and Mrs. James M. Iseman, Jr. Mr. and Mrs. Gordon W. Jenkins Mr. John C. Jessup Mr. and Mrs. Thomas Johnson Mr. and Mrs. Douglas S. Jones Dr. and Mrs. F. Whitney Jones Dr. Joseph Jorizzo and Ms. Irene Carros Mr. and Mrs. Milbourne L. Joye, Jr. Ms. Sherry A. Kellett Dr. and Mrs. David L. Kelly, Jr. Mr. and Mrs. Edward W. Kelly, Jr. Mr. and Mrs. Arthur G. Kiser Mr. and Mrs. William A. Knott Mr. and Mrs. Charles W. Kraft Mr. and Mrs. Thomas W. Lambeth Mr. and Mrs. B. Thomas Lawson, Jr. Mrs. Annette M. Leight Mr. and Mrs. James E. Lippard Mr. Joseph P. Logan Mr. John H. Loughridge, Jr. Mr. and Mrs. John F. Lynch III Mr. and Mrs. John Mauceri Dr. James A. McCool Mr. and Mrs. John B. McKinnon Ms. Sally R. McLeod Dr. and Mrs. J. Wayne Meredith Dr. and Mrs. Henry S. Miller, Jr. Ms. Ellen N. Monahan Mr. and Mrs. Kenneth F. Mountcastle, Jr. Mr. Thomas C. Munden Mr. and Mrs. Grover M. Myers Mr. and Mrs. William R. Myers Mr. and Mrs. David B. Neal Ms. Marjorie Northup Mr. and Mrs. David G. Park Mr. and Mrs. Charles C. Patton Ms. H. Geraldine Patton Dr. and Mrs. V. Paul Pauca Mr. and Mrs. John R. Perkinson, Jr. Mr. and Mrs. Clifford W. Perry, Jr. Ms. Pauline D. Perry Ms. Susan Pfefferkorn Mr. J. Timothy Prout Mr. and Mrs. Clifford Alan Purcell Dr. and Mrs. David Y. Rainey Mrs. Lucille B. Ransby Mr. and Mrs. Milton Rhodes Mr. Clay V. Ring, Jr. Ms. Daisy Rodriguez Mr. and Mrs. J. Robert Sanders, Jr. Ms. Georgia Saunders Mr. and Mrs. Robert D. Saunders Mr. and Mrs. William Shaw Mr. and Mrs. J. Todd Slate Amy K. Smith and Kenny Smith Mr. and Mrs. Philip L. Smith Mrs. Vernon H. Smith Mr. and Mrs. Frederick P. Spach Judge and Mrs. Ronald E. Spivey Kate and Rick Streng Mrs. William C. Thacker Mr. and Mrs. Ben W. Thomason, Jr. Ms. Ann M. Tillett Mr. Erling S. Tronnes Mr. and Mrs. Stuart F. Vaughn Mr. and Mrs. William R. Wallace, Jr. Mr. and Mrs. David C. Wesson Mr. and Mrs. Robert A. West Mr. and Mrs. Harden B. Wheeler, Jr. Mr. and Mrs. John C. Whitaker, Jr. Mr. and Mrs. Scott F. Wierman Mr. and Mrs. Robert M. Wilkinson, Jr. Mr. and Mrs. John G. Williard Mrs. Francis F. Willingham Mr. and Mrs. Ben S. Willis, Jr. Mr. and Mrs. J. D. Wilson, Jr. Wilson-Covington Construction Co. Mr. John G. Wolfe III Mr. and Ms. James E. Yarbrough, Jr. Mr. Ralph W. Yokeley Mr. and Mrs. Nick G. Zegrea the winston-salem foundation annual report FUNDS AND DONORS [63] FINANCIAL OVERVIEW COMBINED STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS (MODIFIED CASH BASIS) DEC. 31, 2011 AND 2010 ASSETS Cash and cash equivalents Securities RECEIVABLES: Student loans Notes Investment in partnerships Assets held in trust � real estate Building, improvements and equipment Split interest assets held in trust (Note 1) Other assets TOTAL ASSETS 1,081,852 20,033 16,792,057 4,174,211 994,840 34,927,740 951,065 $276,994,749 1,028,366 20,033 16,354,493 4,208,211 1,044,179 36,862,790 792,309 $268,775,363 2011 $12,444,297 205,608,654 2010 $28,583,494 179,881,488 LIABILITIES AND NET ASSETS LIABILITIES: Amounts withheld from employees Agency deposits Split interest assets held in trust (Note 1) Total liabilities UNRESTRICTED NET ASSETS: Discretionary Field of interest Scholarship Student loan Donor advised Donor designated Agency endowments (Note 2) Real estate Administrative Total net assets COMMITMENTS (Note 3) TOTAL LIABILITIES AND NET ASSETS $276,994,749 $268,775,363 28,137,182 24,664,862 16,368,644 1,453,203 96,118,668 57,254,723 14,006,930 4,100,878 (2,157,370) 239,947,720 28,781,938 26,322,648 16,856,414 1,416,408 80,109,968 58,147,812 13,873,089 4,378,452 (778,864) 229,107,865 $6,141 2,113,148 34,927,740 37,047,029 $10,119 2,794,589 36,862,790 39,667,498 Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $22,782,825 and $24,341,829 as of December 31, 2011 and 2010, respectively. Note 2: For audited financial statements, Statement of Financial Accounting Standards No. 136 classifies agency endowments as liabilities instead of net assets. However, these endowments are legal assets of the Foundation and therefore are shown as net assets in these unaudited finanicals to mirror their treatment on the Foundation's Form 990. Note 3: Unpaid grant commitments from endowed funds approved by The Winston-Salem Foundation Committee amounted to $2,123,159 and $1,967,924 at December 31, 2011 and 2010, respectively. [ 6 4 ] FINANCIAL OVERVIEW the winston-salem foundation annual report COMBINED STATEMENTS OF RECEIPTS, DISBURSEMENTS, AND CHANGES IN NET ASSETS (MODIFIED CASH BASIS) YEARS ENDED DEC. 31, 2011 AND 2010 CHANGE IN NET ASSETS RECEIPTS: Donations and bequests Interest, dividends, and other investment income Other receipts Total receipts DISBURSEMENTS: Grants Executive office operations Trustee banks' and investment management fees Brokerage fees Other disbursements Total disbursements RECEIPTS OVER DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS (LOSSES) NET REALIZED AND UNREALIZED GAINS (LOSSES) INCREASE IN NET ASSETS NET ASSETS BEGINNING OF YEAR END OF YEAR $229,107,865 $239,947,720 $201,807,293 $229,107,865 20,865,232 2,667,376 63,797 27,421 318,023 23,941,849 17,384,234 (6,544,379) 10,839,855 18,817,103 2,627,991 596,235 42,774 328,642 22,412,745 9,293,368 18,007,204 27,300,572 $36,188,414 4,867,192 270,477 41,326,083 $27,461,692 4,091,680 152,741 31,706,113 2011 2010 These financials represent information for The Winston-Salem Foundation only and do not include the consolidation of two supporting organizations, The Millennium Fund and Partners for Homeownership, Inc. If you would like a complete copy of the 2011 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at (336) 725-2382, e-mail your request to email@example.com, or visit our Web site at www.wsfoundation.org. the winston-salem foundation annual report FINANCIAL OVERVIEW [ 6 5 ] COMMITTEE THE WINSTON-SALEM FOUNDATION THE COMMUNITY FOUNDATION CONCEPT that Colonel Francis Fries brought to Winston-Salem in 1919 included a critical role for community leaders. The Foundation is fortunate to have an extraordinarily dedicated and generous group of community volunteers on its Foundation Committee, which is the primary governing body of the organization, as well as on its supporting committees, which are listed on the following page. KAY LORD Chair Retired Executive Director and Chief Executive Officer Habitat for Humanity of Forsyth County J. ANDREWS HANCOCK Vice Chair President Frank L. Blum Construction Company H. VERNON WINTERS Treasurer Retired Chief Investment Officer Mellon Financial Corporation PEGGY CARTER Secretary Retired Vice President Forsyth Medical Center Foundation SIMPSON "SKIP" O. BROWN, JR. President � Triad and Tennessee Regions First Community Bancshares, Inc. DR. GARY GREEN President Forsyth Technical Community College TOMMY HICKMAN Senior Vice President � Operations R.J. Reynolds Tobacco Company STAN KELLY Regional President, Carolinas Community Banking Wells Fargo M. CARLYLE KINLAW, JR., CFA Merrill Lynch DAVIDA W. MARTIN Forsyth County Attorney MIKE WELLS Partner Wells Jenkins Lucas & Jenkins JANET P. WHEELER Retired Vice President R.J. Reynolds Tobacco Company CYNTHIA A. WILLIAMS Executive Vice President and Chief Communications Officer BB&T Corporation [ 6 6 ] F O U N D AT I O N C O M M I T T E E S the winston-salem foundation annual report THE WINSTON-SALEM FOUNDATION SUPPORTING 2012 ASSET DEVELOPMENT COMMITTEE Michael J. Fisher, Chair J. David Branch Skip Brown John W. Burress III Robbie O. Chandler Lynn Eisenberg Gordon W. Jenkins Susan G. King Deborah S. Marshall Ward B. Miller Timothy R. Moore C. Edward Pleasants, Jr. James K. Reaves, Jr. Anna Reilly Napoleon Richardson Amy K. Smith Kimberly H. Stogner Michael A. Trawick Randall Tuttle Hayes Wauford Philip R. S. Waugh COMMITTEES BLACK PHILANTHROPY INITIATIVE 2012 ADVISORY COMMITTEE Rev. Donald Jenkins, Chair Dr. Betty Alexander Alison Ashe-Card Greg Brewer Tony Burton Florence Corpening RaVonda Dalton-Rann Lynn Fuller-Andrews Andrea Jenkins Chris Leak Paula McCoy Corena Norris-McCluney Crystal Reynolds-Jones Napoleon Richardson, Jr. Dr. Charlie Shaw Lydell Thompson Shannon Thompson Dr. Lelia Vickers Kayla J. Williams 2012 STUDENT AID COMMITTEE Betty Acey Alexander Mary Ellen Candillo John Candillo Algenon Cash Gwenn Clements Ernie Copenhaver Shannon Cramer Lindy Ellis James Gallaher Phillip Grande Carolyn Gray Eddie Hernandez Andrea Huligan Lamar Joyner Barbara Lancaster Barbara Masi Carolyn Matthews George McLendon Richard Mock Janet Mullins Patricia Norris Kenneth Raymond Daisy Rodriguez Larry Stephenson Jane Suitt Linda Tilley Paula Turner Becki VanderKlok Teresa White Nancy Wilson Malishai Woodbury Karl Yena Nancy Young YOUTH GRANTMAKERS IN ACTION 2011�2012 PARTICIPANTS Chase Beason Jamilla Benton Khalieb Henry Benton Sam Blumstein Erin Fulp Carrie Fulton Tiara Jones Ying Lin Sofia Lyons De'Gary Martin-Hargrave Kimberly Mayes Sequoia Miller Leslie Rainey Regina Richardson Bre'Ida Riddick Christopher Snowden THE WOMEN'S FUND OF WINSTON-SALEM 2012 BOARD OF DIRECTORS Allison Brashear, Chair Holly Marion, Vice-Chair Anita Bain, Treasurer Renee Taylor, Secretary Alison Ashe-Card Sandra Boyette Wendy Brenner Florence Corpening Tonya Deem Sharee Fowler Mary Jamis Susan McBurney Jane Martin Lisa Purcell Karen Pranikoff Kathy Stitts Mary Craig Tennille Ashley Vogel Tory White Treyaun Fulton Rachel Glock Hannah Harris J. Austin Jackson Gralicia Jones the winston-salem foundation annual report F O U N D AT I O N C O M M I T T E E S [ 6 7 ] STAFF THE WINSTON-SALEM FOUNDATION OPERATIONS/SUPPORT Scott F. Wierman -- President Lisa P. Purcell -- Executive Vice President Cici Fulton -- Director, Marketing and Communications David Gore -- Director, Information Systems and Technology Christina Perrin-Stewart -- Receptionist Leila Warren -- Executive Assistant Todd Slate -- Vice President, Finance and Administration Betty Johnson -- Financial Assistant Mary Jo Morgan -- Accounting Associate Dee Smitherman -- Comptroller COMMUNITY INVESTMENT Michael Clements -- V ice President, Community Investment Edna Barker -- A dministrative Assistant, Student Aid Betty Gray Davis -- Senior Program Officer Robin Burr DeVane -- Grants Manager Kay Dillon -- Director, Student Aid Andrea Hulighan -- Program Officer Sandra Fishel-Booth -- Program Officer Brittney Gaspari -- Director, Grants Tari Hanneman -- Director, Women's Fund PHILANTHROPIC SERVICES Annette Lynch -- Vice President, Philanthropic Services Jonathan Halsey -- Donor Services Officer Jo Ann Kyslinger -- Gifts Processor Marisa Ray -- Development Officer Meridith Whitaker -- Philanthropic Services Associate Seated ( from left) � Michael Clements, Scott Wierman, Sandra Fishel-Booth First row � Betty Gray Davis, Meridith Whitaker, Betty Johnson, Cici Fulton, Robin Burr DeVane, Leila Warren, Jo Ann Kyslinger, Andrea Hulighan, Lisa Purcell, Marisa Ray Second row � Edna Barker, Annette Lynch, Christina Perrin-Stewart, Jonathan Halsey, Mary Jo Morgan, David Gore Third row � Dee Smitherman, Kay Dillon, Brittney Gaspari, Tari Hanneman, Todd Slate 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. Scan the QR Code with your smart device to join us on Facebook [ 6 8 ] S TA F F the winston-salem foundation annual report 860 West Fifth Street Winston-Salem, NC 27101-2506 Telephone (336) 725-2382 Toll-free (866) 227-1209 Fax (336) 727-0581 www.wsfoundation.org Confirmed in Compliance with National Standards for U.S. Community Foundations