The Winston-Salem Foundation's 2013 Report to the Community

2013 REPORT TO THE COMMUNITY | 2012 ANNUAL REPORT

T H E W I N S TO N - S A L E M F O U N DAT I O N

THE FUTUREILLUMINATING

cover: THE HERITAGE BRIDGE AT OLD SALEM The Winston-Salem Foundation has a long history of support for Old Salem Museums & Gardens, our community’s historic gem. In 2013, Old Salem received a Community Grant of $80,000 for its On Common Ground capital campaign.

WHEREGENEROSITYSHINES,anythingispossible.

Notguaranteed,notaforegoneconclusion,but possible.

Greatthingsalwaysbeginwithanenlightenedvision—

awillingnesstoimaginewithenthusiasm,

toplanwithpassionandgoforwardwithpurpose.

Thisishumanaspirationatitsbest—

thegleamingdesiretomaketomorrowbetterthantoday.

Fromhereittakeshardwork,theabilitytojudgeandadapt,

adeterminationtoseewithhonestyandproceedwithintegrity.

The Winston-Salem Foundation is proud to serve this community’s most visionary individuals and organizations in their radiant efforts to improve the future for us all.

Fosteringprogramsforimprovedhealth.

Buildingstrongerneighborhoods.

Educatingyoungpeople.

Celebratingthearts,sharedtraditions,andenlightenmentthroughdiverseculturalexperiences.

And supporting community initiatives, alliances, and missions. Theimpactofthisworkcannotbeoverestimated.

Itilluminatesthewayaswestrivetobecometheverybestcommunitywecanbe.

Becausetomorrowiscoming,

andthereisalwaysmoreworktobedone.

THEFUTUREILLUMINATING

YEAR IN REVIEW

ILLUMINATING THE FUTURE

GRANTS

FUNDS AND DONORS

FINANCIAL OVERVIEW

FOUNDATION COMMITTEES

STAFF

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12

26

36

64

66

68

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

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

INCLUSION–To embrace the contributions of individuals from diverse backgrounds, beliefs, experiences, and perspectives.

INTEGRITY–To operate with respect, honesty, accountability, and fairness to all.

EXCELLENCE–To aspire to the highest standards in everything we do.

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

OURMISSION:

MESSAGETO THE COMMUNITY

WE HOPE THIS 2013 REPORT TO THE COMMUNITY illuminates for you the positive future that lies ahead of us by highlighting events,

initiatives, and stories that reflect the Foundation’s values of generosity, inclusion, integrity, and excellence. This publication also serves as our 2012 annual report, which reflects a very productive year indeed. We made over $20.2 million in charitable grants — more than $2.1 million of which were directed in Community Grants to address evolving local opportunities. During the past school year, we helped 587 local students achieve their dreams of higher education through over $1.2 million in scholarships and loans. We also provided independent, objective, and visionary community leadership by convening partners, resources, and ideas to create positive change in Winston-Salem. At the end of 2012, your community foundation, which was established with an initial donation of $1,000 in 1919, had grown its assets to almost $310 million, ranking it as the 45th largest of over 700 community foundations in the U.S. The Foundation is in the early phases of implementing a new strategic plan designed to guide us toward our 100th anniversary in 2019. We look forward to sharing more information with you as we illuminate the way forward — ensuring this organization’s stability, growth, and impact in this special community we call home.

SCOTTF.WIERMANPresident The Winston-Salem Foundation

J.ANDREWSHANCOCKChairThe Winston-Salem Foundation Committee

2013COMMUNITY LUNCHEON

YEAR IN REVIEW

OVER 1,040 COMMUNITY MEMBERS gathered on May 1 at the Benton Convention Center for the 2013 Community Luncheon.

The luncheon kicked off with a rousing performance by the Salvation Army drumline, part of The Salvation Army’s Academy of Music and Arts. Keynote speaker Dr. Jim Johnson, the William R. Kenan, Jr. Distinguished Professor of Strategy and Entrepreneurship at UNC’s Kenan-Flagler Business School, shared with the audience both enter-taining and educational insights on six “disruptive” demographic trends, their far-reaching implications for our community, and ideas for leveraging them into a future economic advantage. His disruptive demographics are “The Browning of America;” “The Silver Tsunami is About to Hit;” “The South Has Risen — Again;” “Marrying Out is In;”

“The End of Men?;” and “Cooling Waters from Grandma’s Well — and Grandpa’s, Too!” During the program, Karl F. Yena was presented with the 2013 Winston-Salem Foundation Award and four 2013 ECHO Award recipients were announced, including Aaron Bachelder; Marcus Hill and Salem Neff of Chaos Cooking; The Hispanic League; and the Reap More Than You Sow Community Gardening Initiative. Many thanks to our 80 generous table sponsors who signed on to be Community Investors, Community Builders, and Community Supporters — their support allowed the Foundation to provide greater community access to the Luncheon, which is always our goal. Mark your calendars for next year’s Community Luncheon on Wednesday, May 7, 2014!

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WSF Award recipient Karl Yena

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Salvation Army drumline performs

Keynote speaker Dr. Jim Johnson

2013AWARDS

YEAR IN REVIEW


THE WINSTON-SALEM FOUNDATION AWARD

THE WINSTON-SALEM FOUNDATION AWARD, the Foundation’s highest honor, is given to individuals who demon-

strate the Foundation’s values of generosity, excellence, inclusion, and integrity along with visionary leadership in a community activity or on behalf of a community organization. At the May Community Luncheon, the 2013 Winston-Salem Foundation Award was presented to Karl F. Yena. After retiring from R.J. Reynolds in 1997, Karl has worked practi-cally full time as a volunteer for nonprofits and strategic initiatives across the community. He works annually with more than 90 local and

recommending, applauding, or cajoling others to participate, or to expand their involvement. Karl has provided assistance to a wide range of nonprofits in areas from education, health, and human services, to churches and civic organizations. His extensive expertise includes, but is not limited to, strategic planning, board development, staff development, and serving as a mediator and facilitator. This award is selected by a committee comprised of members of various Foundation committees as well as the community-at-large. With this very well-deserved recognition comes a $10,000 Foundation grant that Karl has designated locally to Leadership Winston-Salem, Second Harvest Food Bank of Northwest North Carolina, and the Shepherd’s Center of Greater Winston-Salem.

Karl Yena (center) with Foundation Committee Chair Drew Hancock and Foundation President Scott Wierman

THE ECHO AWARDS

THE ECHO AWARDS, established in 2001, honor individuals and groups who are connecting and building trust in our community.

ECHO Award recipients have created bridging social capital by building relationships among diverse people, thus contributing to a safer, stron-ger, and more inclusive community. The 2013 ECHO Awards were jointly presented by the Foundation and the ECHO Network at the May Community Luncheon. Congratulations to award recipients Aaron Bachelder; Marcus Hill and Salem Neff of Chaos Cooking; The Hispanic League; and the Reap More Than You Sow Community Gardening Initiative for uniquely connecting people and building trust — and for making our community a better place for all. The ECHO Awards are selected by a committee representing the Foundation, the ECHO Network, and the community-at-large. Each recipient receives $1,000 to grant to a nonprofit organization of their choice. For more information on social capital-building in our community, visit www.echonetwork.org.

regional nonprofits, and he has never hesitated to step up and gener-ously donate his time and expertise to help nonprofit organizations and their boards operate more effectively. He has supported a multi-tude of nonprofits as an active member or as a “connector” — joining,

2013ECHO AWARDRECIPIENTS


Aaron Bachelder

The Enrichment Center Percussion Ensemble, directed by Aaron, performs in the community, increasing inclusion and acceptance of adults with develop-mental disabilities. www.facebook.com/TheECPE

The Hispanic League

The League breaks down misconceptions about our Hispanic/Latino population, while facilitating inclusion, education, and health through events, collaborations, and scholarships. www.hispanicleague.org

2013 ECHO Award Recipients

(l-r) Drew Hancock; 2013 ECHO Award recipients Marcus Hill and Salem Neff of Chaos Cooking; Wallace Williamson of Reap More Than You Sow Community Gardening Initiative; Aaron Bachelder; Mari Jo Turner of The Hispanic League; Natasha Gore, ECHO Network Executive Director; and Scott Wierman. www.wsfoundation.org/echoawards

Reap More Than You Sow Community Gardening Initiative

This initiative has grown to 22 community gardens, bridging age, race, and cultural differences, while producing fresh produce to keep and to donate to local food banks. www.reapmore.org

Marcus Hill and Salem Neff of Chaos Cooking

This experiment in cooking and community brings together diverse people who share interests in food culture. www.facebook.com/ chaoscookingws

IN NOVEMBER 2012, over 200 members of the Foundation’s Legacy Society gathered to celebrate a legacy of philanthropy at a festive

dinner at Wake Forest Biotech Place in downtown Winston-Salem. Attendees were welcomed to the striking state-of-the-art facility by the new president of Piedmont Triad Research Park, Dr. Eric Tomlinson. The evening included conversation, dinner, and Foundation high-lights, as well as remarks from representatives of, and participants in, two programs that are past Community Grant recipients. Representatives from Sunnyside Ministry and Prodigals Community provided moving insights into how Community Grants are helping their organizations make a life-changing difference in the lives of community members in crisis. The Legacy Society honors generous individuals and couples who have established permanent endowments within their lifetimes or who have made similar provisions through charitable bequests or other planned gifts. Their generosity contributes to the quality of life in our community, both now and well into the future.

THELEGACY SOCIETY DINNER

YEAR IN REVIEW

Willis Slane and Dr. Caroline Chiles

John Burress

Hilda and Truman Kiger

Dr. Ramon Velez and Sonia Velez

Legacy Society members enjoy the ambiance of the Biotech Place atrium


The crowd enjoys the breakfast at Winston-Salem State University’s Anderson Center

Program speakers: Peter Mitchell of Woodbine Agency; Cheryle Belo of WSF Student Aid Committee; Michael Clements of WSF; scholarship recipient Sarah Rierson; and Marisa Ray of WSF

Speakers Gerald Hunter and Sarah Rierson with Foundation President Scott Wierman and scholarship recipients Josephus Mitchell, Samantha Simpson, and Tyler Greene

Students Kayla Blevins, Mariana Abou-Rizk, Colin Kent, and Denzel Dejournette

A WONDERFUL CROWD of students and donors gathered at Winston- Salem State University in July 2013 to honor 2013-2014 Foundation

scholarship recipients and the donors who made their scholarships possible. The breakfast also celebrated the fourth consecutive year in which over $1 million in student aid was granted by the Foundation. The program included a special welcome from Winston-Salem State University’s Chief Financial Officer, Gerald Hunter. Speakers also included Cheryle Belo, a former guidance director and a member of the Foundation’s Student Aid Committee and Peter Mitchell of Woodbine Agency, which established the Woodbine Big Dreams Scholarship in 2011 to support the next generation of creative thinkers, writers, and commercial artists in our community. Also on hand to speak was Sarah Rierson, a 2012 Big Dreams Scholarship recipient and a rising sophomore at UNC-Chapel Hill who interned for Woodbine during the summer months.

SCHOLARSHIP CELEBRATION

Hilda and Truman Kiger

Dr. Ramon Velez and Sonia Velez

Billy Prim poses with recipients of the Dean Prim Scholarship, which includes summer travel to China


BROADENINGPHILANTHROPY

YEAR IN REVIEW

BLACK PHILANTHROPY INITIATIVE

THE BLACK PHILANTHROPY INITIATIVE (BPI) builds philan-thropic relationships in the African-American community through

education and engagement. BPI supports issues that impact the black community, with a special focus on education, financial literacy, and parenting and life skills training. In October 2012, BPI hosted a networking social and fundraiser at the Spring House Restaurant Kitchen & Bar. In attendance were over 150 community members who learned more about the community impact that BPI has made by hearing directly from past grantees, including Winston-Salem State University’s GEMS program, as well as from the News Worthy program at Kimberley Park Elementary School. In February 2013, BPI announced four grants for financial literacy totaling $20,000. Grant recipients, each receiving $5,000, included Experiment in Self-Reliance, Family Services, United Metropolitan Ministries, and Work Family Resource Center. BPI’s 2013 chair Shannon Thompson noted, “BPI is proud to

announce its financial literacy grant recipients. An African-American community that is financially fit retains resources, attracts key people, and spawns innovation.” In March 2013, BPI was also honored as “2012 Organization of the Year” at The Chronicle’s 28th annual Community Service Awards banquet. BPI was honored “for illuminating the power and beauty of giving.” Over the course of the past five years, the Black Philanthropy Initiative has provided over $100,000 in program grants to local nonprofits. For more information on BPI, go to the “Community Leadership” section of www.wsfoundation.org.

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A young program participant shares her thoughts on the GEMS program offered by Winston-Salem State University.

WSF Committee member Kay Lord enjoys the October BPI event with Patrice Toney and Twana Roebuck.

The Fund awarded $144,580 in grants at its November 2012 luncheon to six local nonprofit organizations that are addressing the economic security of women and girls in Forsyth County. The keynote speaker was Michele Ozumba, President and CEO of The Women’s Funding Network. More information on The Women’s Fund may be accessed at www.womensfundws.org.

YOUTH GRANTMAKERS IN ACTION

THIS DIVERSE GROUP of teenage grantmakers attended 10 differ-ent area high schools in the 2012-2013 school year. YGA members had

many opportunities for learning and fellowship throughout the year, includ-ing an August full-day retreat and participation at the 2011 NC Youth Giving Summit in October, which drew youth grantmakers from across the western portion of the state and provided leadership and networking opportunities. By the end of the school year, YGA members developed grant guidelines, solicited grant proposals, and awarded grants to a record number of youth-led projects in Forsyth County. In April 2013, YGA held its annual grant celebration at the Winston-Salem/Forsyth County Schools’ Career Center. Seven grants totaling $2,337 were made to Forsyth County youth for positive projects that will make a difference in our community. Grant recipients were: Big Buddy Team Members to train mentors; El Buen Pastor Latino Community Services Youth Group to host art workshops; Forsyth Country Day School Girls’ Service Club to provide meals for Ronald McDonald House residents; Habitat for

Humanity Club to host an aware-ness event on homelessness; Mount Tabor High School Key Club to raise funds for hunger issues through a basketball mara-thon; Winston-Salem Youth Advisory Council to provide goodie bags to patients at Brenner Children’s Hospital; and Youth Financial Planners to present a class to youth about making smart financial choices. YGA’s grants are funded through the Foundation’s Youth Philanthropy Initiative Fund; the endowment fund grows each year through YGA participants’ fundraising, as well as by donor contributions. For more information on YGA, go to www.youthgrantmakersinaction.org.

THE WOMEN’S FUND OF WINSTON-SALEM

THE WOMEN’S FUND focused its 2012 efforts on addressing the issue of teen pregnancy. In February, The Fund released an

issue brief entitled Teen Pregnancy and Parenting: Community Concern, Community Solutions, which was developed to bring attention to the criti-cal problem of teenage pregnancy in our midst. The issue brief looked at the impact of teen pregnancy and early parenting on the larger community and examined how our entire community could take a shared responsibil-ity in addressing this issue. In May, The Fund awarded mini-grants to nine local nonprofit orga-nizations to help them implement teen pregnancy prevention programs within the context of their current programming. These organizations adopted one or more comprehensive curricula in which they were trained, and then implemented them within the populations that they serve. Nearly 800 youth and over 100 parents participated in programming funded by the mini-grants.

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Grant recipients display their awards at the 2012 Women’s Fund luncheon

YGA members and their 2013 grantees at the April celebration

TO POSITION ITSELF WELL FOR THE FUTURE, a community must decide what it values and then

imagine the best ways to fulfill its long-term potential. This may sound simple enough, but a

“community” is never static or singular in its vision, so there is an inherent challenge to every step

forward. That’s why The Winston-Salem Foundation is privileged to collaborate with a broad array

of local leaders, philanthropists, organizations, and community members as we work together on

behalf of a brighter future for all who live in and around Forsyth County.

In the following pages, we feature stories of community — acts of sustained generosity, bold commit-

ments to education, programs to develop leadership skills and coordinate volunteerism, neighborhood

revitalization, and the incubation of diverse local businesses. Alongside our many great partners, the

Foundation continues to learn from the past, move with confidence in the present, and illuminate the

future by helping shape and steward visionary ideas into reality.

THEFUTUREILLUMINATING

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FORSYTH COUNTY has a wealth of unique community theatres that perform diverse shows ranging from “The Odd Couple” and “The

Drowsy Chaperone” to “A Raisin in the Sun” and “Spring Awakening,” and their collaboration on a joint playbill has reaped benefits for the theatre community as a whole.

Playbills typically hold information about the performances, cast mem-bers, and production staff — and the print advertisements help to support local theatre productions as well as to offset the cost of the playbills.

Selling advertising takes time, says Cheri Van Loon, the artistic/education-al director for The Children’s Theatre of Winston-Salem at Twin City Stage.

”I think we felt we were all having the same challenge,” Cheri says. “It made sense: why not do it all in one fell swoop? Why not give the advertisers five times the exposure?”

In 2011, Twin City Stage, Kernersville Little Theatre, The Stained Glass Playhouse, Winston-Salem Theatre Alliance, and Clemmons Community Theatre first worked together on a joint marketing effort in which advertisers would be featured in playbills for all the theatres. The effort proved to be efficient since advertisers were approached on behalf of all the theatres at one time and gained a wider reach for their ads.

The joint playbill is called “Stagebill,” and its cover design changes with each show as do the details about particular performances. The middle

pages hold upcoming schedules of other theatres, which enables theatre patrons to learn about other performance opportunities in the community. The same advertisements appear in all the playbills; sometimes additional specialized ads are targeted for specific performances of certain theatres.

“Stagebill” has created a sense of community among the theatre groups and has built camaraderie in terms of ad sales, Cheri says.

“I just feel strongly about all the groups,” Cheri says. “I want everyone to be successful. Everybody really has their own niche. Different theatres

target different audiences with their pro-ductions and their approaches. Stagebill helps people know we don’t compete with each other: we share resources, we share costumes, and we share audiences.”

Bev Fry, Vice President of Administration at Kernersville Little Theatre adds, “Sharing the playbill was the next in line.”

“We felt like one big family,” Bev says. “It kind of brought us all together. We’re all in every playbill. It creates an aware-ness of other theatre opportunities. We hope it encourages people to support community theatre.”

The Foundation provided a grant for the initial design and printing for the first

year of the playbill, and in the second year the playbill not only covered its cost, but also paid for additional copies of “Stagebill” because of the increased ad sales.

“Anything that strengthens one of us strengthens all of us,” Bev says.

COLLABORATING FORCOMMUNITY THEATRE COMMUNITY GRANTS

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IN 2011, THE FOUNDATION AWARDED A $25,000CommunityGranttosupportacollaborativeplaybillforfivecommunitytheatres,includingtheKernersvilleLittleTheatre,ClemmonsCommunityTheatre,TheStainedGlassPlayhouse,TwinCityStage,andtheWinston-SalemTheatreAlliance.

Above: Youth performers from Twin City Stage’s children’s theatre

THE RICHARD AND BECKY DAVIS FUND FOR EDUCATION,afieldofinterestfundforeducation,wasestablishedin2010inhonorofMr.Davis’sserviceontheKateB.ReynoldsCharitableTrustboard.Mr.DavisisapastmemberofTheWinston-SalemFoundationCommitteeaswellasapastAdvisoryCommitteechairoftheFoundation’sBlackPhilanthropyInitiative.TheDavisesarealsomembersoftheFoundation’sLegacySociety.

Above: Becky and Richard Davis

FOCUSINGONEDUCATION DONORS

RICHARD AND BECKY DAVIS BELIEVE IN EDUCATION. “To me education is the key to our success,” Richard says, and

he believes it generates further opportunities for individuals, not only with work, but also relating to a person’s housing, health, longevity, and overall quality of life.

Their commitment to education is evident throughout their commu-nity work that spans decades with all sorts of age groups and nonprofits. Becky was a longtime volunteer at St. Philips Moravian Church Day Care for preschool children.

“They were a lot of fun,” she says, then smiles and adds quietly, “I spoiled a lot of them.”

Throughout Richard’s exten-sive service in the community, includ-ing membership on the boards of The Winston-Salem Foundation,

the Winston-Salem Chamber of Commerce, the United Way of Forsyth County, the Kate B. Reynolds Charitable Trust, and Appalachian State University, he has seen how education impacts the community. As board chair for both the Chamber and United Way, he was heavily involved in educational initiatives to positively impact school success and, ultimately, high school graduation rates.

In 2010, the Kate B. Reynolds Charitable Trust established a field of interest fund for education at The Winston-Salem Foundation to honor Richard’s board service, and the Davises have continued to add to it. Their fund gives the Foundation the flexibility to make timely Community Grants for educational programming.

“The Foundation has the freedom to grant those funds to whatever organization it feels deserves it most or can have the most impact,” Richard says. “They know the needs and they review all the grant appli-cations. They make the decision as to what is a wise investment and who would manage these grants well. They know this because that’s their business to know.”

The Winston-Salem Foundation appealed to Richard, who studied accounting at the University of Maryland before working for the Internal Revenue Service and Wachovia Bank.

“Nobody does it better,” he says. “They give donors total transparency regarding the funds that are invested there, and I do mean invested. Not only do you see that your funds are doing a whole lot of good, you see how well the funds are managed over the years. That fund will continue to grow and will be able to assist and help more people and more causes.”

Both Becky and Richard learned the importance of giving back to their community when they were children.

“My dad used to say, ‘The more you give, the more you will receive,’” Becky says.

Richard’s grandmother taught him to always share.“If you have something and the next person has nothing, it’s your

duty to share with that person,” he recalls. She told him to “always keep in mind you want to leave this earth a better place than you found it. I’ve always been the kind of person that if I see someone in need I try to help them. It’s just part of my life.”

RichardandBeckyDavis


SUPPORTINGDREAMSSTUDENT AID

TheWoodbineAgency

FOR WOODBINE, big dreams matter. Big dreams have spurred the brand revitalization agency’s growth in

Winston-Salem over the past 28 years, and they continue to play a key role in the team’s creative approach with their clients.

When Woodbine was looking for a tangible way to give back to the com-munity, the company turned to The Winston-Salem Foundation, where it established its Big Dreams Scholarship to support college students who dream of being the next generation of advertisers and marketers.

“I don’t think you can start a company without having a big dream and thinking forward,” says Maureen Hall, Woodbine’s founder. “Woodbine grew and thrived in the Winston-Salem community, and we wanted to give back through a foundation that also grew out of this community and continues to support it. Students are right at that point where they’re dreaming about the rest of their lives. They’re dreaming about possibilities.”

The scholarship exemplifies Woodbine’s five key values: ideas, interac-tion, intensity, integrity, and impact.

“We really do want to raise up the next generation to have an impact,” Maureen says. “There’s no other way to do it than to help fund their dreams.”

The scholar-ship is awarded to a graduating Forsyth County high school senior who intends

to study in the communication arts field. After the first year of college, the recipient is offered a summer internship opportunity at Woodbine. Instead of a traditional plaque, students receive a journal in which to record their thoughts, dreams, and inspirations, says Peter Mitchell, president and CEO.

“There are a lot of ways to give back,” Peter says. “At the heart of Woodbine is relationships. Building that relationship with the students was a big thing.”

He also hopes that their scholarship recipients will be able to develop a community among themselves that will be beneficial in their future careers.

East Forsyth High School graduate Sarah Rierson was inspired to study communications at UNC-Chapel Hill by her uncle, who majored in broadcast journalism there. She was surprised to learn during her 2012 high school awards ceremony that she had won the first Big Dreams Scholarship.

“I was just really thankful for the scholarship,” Sarah says. “I had no idea I was receiving it. I was really surprised to see how they wanted to get to know me. I plan to do the same thing for some young person at a moment in my career.”

During her summer internship, she has helped with research on social media projects and especially enjoyed working on blog posts.

Peter encourages other businesses to follow this model of both support-ing students financially while also building relationships with them. The support becomes more than a transaction, he says, “It’s transformational.”

The theme of Woodbine’s 25-year anniversary celebration highlighted one of Maureen’s favorite African proverbs: “If you want to go fast, go alone; if you want to go far, go with others.”

“This sense of community and knowing you’re not alone is really important,” she says.


THE WOODBINE BIG DREAMS SCHOLARSHIP,establishedthroughastudentaidendowmentin2011byTheWoodbineAgency,providesa$1,000awardtoagraduatingForsythCountyhighschoolstudentwhointendstomajorincommunications,graphicdesign,journalism,publicrelations,creativewriting,digitalmediaorarelatedfieldatanaccreditedvocational/technicalschool,commu-nitycollege,orcollege/university.Woodbinealsooffersasummerinternshipopportunitytothescholarshiprecipientafterhisorherfirstyearofcollege.

Below: Peter Mitchell, Sarah Rierson, and Maureen Hall

COMMUNITY DEVELOPMENT: A COLLABORATIVE EFFORT

SINCE 2006, theFoundationhasprovidedfundingtosupportthe Winston-Salem Community Development Support Collaborative,ortheFunders’ Collaborative,whichincludes12localfundingpartnersthatpoolresourcestoprovideoperationalsupportandtechnicalassistanceforsixlocalCommunityDevelopmentCorporations(CDCs)andCommunityDevelopmentEnterprises(CDEs).During2012,theFunder’sCollaborativeworkedwiththefollowinglocalCDCsandCDEs:S.G. Atkins CDC, Goler CDC,Liberty CDC,Rural Initiative Project, Inc.,The Shalom Project,andUjima CDC.TheS.G. Atkins Community Development CorporationisanonprofitsupportedbygrantsfromtheDepartmentofHousingandUrbanDevelopmentandotherfundinginstitutions,suchastheFunder’sCollaborative.S.G.Atkinsstrivestocreatecommunity-basedleadershipandhasfocusedonrevitalizingtheneighborhoodssurroundingWinston-SalemStateUniversitythroughhousing,community,andeconomicdevelopmentprograms.PriortotheFunder’sCollaborative,theFoundationalsosupportedcommunitydevelopmenteffortsbyprovidingsupportthroughthe Local Initiatives Support Corporationfrom1998to2007.

TRANSFORMINGANEIGHBORHOOD

COMMUNITY GRANTS

FOR YEARS, PATRICIA DEGRAFFINREAIDT has volunteered in her neighborhood near Winston-Salem State University through the

Southeast Neighborhood Association and through her church, Exodus United Baptist Church, which provides hot soup during winter months and meals year-round to homebound neighbors.

When she became the event manager for the S.G. Atkins Community Development Corporation’s Enterprise Center, the opportunity was a perfect way to match her vocation with her passion to serve the neighborhood.

“It was just a Godsend,” says Patricia, who had previously been a catering sales manager at a local hotel before starting her own event planning business. She lives just two blocks away from the Enterprise Center and from her church.

When S.G. Atkins’ Executive Director Carol Davis showed Patricia the opportunities the Center provides, “I was actually in awe of what this center offers the community,” she says. “This is a jewel. There’s a lot of love in this building for the neighborhood and this community.”

The S.G. Atkins CDC started at Winston-Salem State University in 1998, Carol says. The CDC’s first efforts focused on renovating and build-ing affordable homes, and then created a loan pool for small businesses. In 2011, the CDC opened the Enterprise Center, a business incubator and community learning center that is housed in the former Salvation Army Boys and Girls Club building on South Martin Luther King Jr. Drive.

The CDC has renovated 25,000 of the 40,000 square feet in the building; recently the Economic Development Administration of the U.S. Commerce Department awarded the Enterprise Center a $1.2

million grant, which will enable the CDC to complete the renovation.On the second floor, the Enterprise Center houses office spaces, 18

of which are occupied by small businesses and nonprofits. The Center also provides office support, meeting space, Wi-Fi and state-of-the-art audiovisual equipment. The Center partners with Winston-Salem State University, Wake Forest University, and Forsyth Technical Community

College to provide workshops that benefit the businesses.

“We include business education with the office space and amenities that entrepreneurs need to be successful,” Carol says.

Located on the first floor is a virtual hos-pital custom-designed for Winston-Salem State University’s School of Health Sciences. The former gymnasium reopened in 2012 as a 4,700-square-foot conference center that is busy with special events, including business networking, workshops, and community and corporate events. “It’s taken on a life of its own,” Carol says.

“It’s a unique asset which supports a diverse community’s changing inter-ests and needs.”

A LEED-certified building that utilizes solar panels installed by a for-mer business tenant that outgrew the incubator, the Center is “a model of sustainability,” Carol says, and once 30,000 square feet of space is leased, it will generate enough income to pay for operating expenses. Outside, the Center has a lush community garden space called Simon’s Green Acre, with individual gardens tended to by a number of different community groups.

Patricia calls it “a transformational place,” yet, she says, “It’s like fam-ily, too, here. My goal is to make as many people as possible aware of this Center and what it offers.”

TheEnterpriseCenteroftheS.G.AtkinsCommunityDevelopmentCorporation


Patricia Degraffinreaidt (l) and Carol Davis

BILL AND ALLAN WOMBLE grew up surrounded by first-hand examples of giving back to their community.

Bill’s father was a state and community leader who instilled the impor-tance of community service in his children. Bill’s “Aunt Nell Willingham” was the daughter of Colonel Francis Fries, who established The Winston-Salem Foundation in 1919 with the initial gift of $1,000; the Foundation has grown to more than $325 million in current assets.

“We can only imagine how proud Col. Fries would be of that.” Bill says. “The Foundation has grown along with our whole community. Col. Fries was a remarkable example of that generation that rebuilt a devastated South. One gives back in lots of ways, not just with money, but with devotion of time and service as well. One of the things that makes Winston-Salem special is its culture of giving and volunteer service. It’s a wonderful part of our heritage.”

Allan grew up in Mississippi, and she first learned about philanthropy from her father, who was a minister. At Christmas, he would ask each of his six children to pick one of their favorite presents for him to take to a family that lived nearby. During the summer months, Allan and her siblings often pulled a wagon laden with vegetables they had grown to share with their neighbors. “We had more than we needed,” she says. “That’s what you do — you share.”

A native of Winston-Salem, Bill, now retired from active practice, is a long-time member of the Womble Carlyle Sandridge & Rice law firm. Bill helped found a number of nonprofits, including Experiment in Self Reliance, The Children’s Center (now The Centers for Exceptional Children) and Arbor Acres Retirement Community. He has also served in numerous state and local leadership positions, including service in the N.C. House of Representatives.

The couple enjoys surprising people who learn they’re “newlywed old folks,” though they have more than 100 years of marriage between them.

Bill and his late wife, Jane, were married for 68 years; Allan and her late husband, Bill Hollan, were married 59 years. Bill and Jane established designated funds at the Foundation for Arbor Acres and Senior Services, and Jane set one up for St. Leo the Great Catholic Church. Bill is an active Foundation donor advisor; he enjoys supporting a variety of nonprofits.

Allan established the William and Allan Hollan Charitable Fund, a field of interest fund for human services, in Bill’s memory following his death in 2004. “We were always more interested in the human touch,” she says, “and the Foundation’s strong reputation is recognized throughout the commu-nity. It’s carrying out its purpose in a meaningful way.”

Bill appreciates the Foundation’s accountability as it manages a wide array of funds and endowments, better enabling nonprofit organizations to perform their valuable work in perpetuity.

Bill sums it up this way: “The Winston-Salem Foundation is a tremen-dous community asset. There’s no end to the good it can do. It is a blessing beyond compare.”

SHARINGASECOND CHAPTER OFGIVING

DONORS

BillandAllanWomble


SHARINGASECOND CHAPTER OFGIVING

THE WILLIAM AND ALLAN HOLLAN CHARITABLE FUNDwasestab-lishedin2004inMr.Hollan’smemoryasafieldofinterestfundtosupporthumanservices.TheWilliamF.andJaneGilbertWombleFundforArborAcresandtheWilliamF.andJaneGilbertWombleFundforSeniorServiceswereestablishedattheFoundationin2010.TheJaneGilbertWombleFundwasestablishedasadesignatedfundin2010tosupportSt.LeotheGreatCatholicChurch.Mr.Womblealsohasadonor-advisedfundandachari-tableremaindertrustattheFoundation,establishedin1995.TheWomblesarealsomembersoftheFoundation’sLegacySociety.Above: Allan and Bill Womble

HANDSON: A VALUABLE COMMUNITY RESOURCE

HandsOn NORTHWEST NORTH CAROLINAwasformedin2007whenNon-Profit Connections,whichprovidednonprofitcapacitybuildingservices,mergedwithVolunteer Connections,whichhadgrownoutofthevolunteerismcommitteeoftheECHOCouncil,originallyincubatedbytheFoundation.HandsOnstrengthensthecommunitythroughablendedmissionofbuilding nonprofit capacitiesandincreasing volunteerism.Itprovidesresourcesandtrainingtostrengthennonprofitstoeffectivelymeettheirmissions,anditseekstoincreasecivicengagementbymanagingaWeb-basedvolunteermatchingportal,byofferingvolunteertrainings,andbyorganizingcommunity-widevolunteerrecognitionevents.In2013,HandsOnwasalsochosentomanagecorporatevolunteerprojectsforlocalBelkdepartmentstores,aspartoftheir“125DaysofService,”celebratingBelk’s125thanniversary.In2012HandsOnwasawardeda$60,000FoundationCommunityGrant.TheFoundationhasalsoprovidedongoingsupporttoHandsOnandtoitspredecessororganizationssince2005.HandsOnalsoservesasanimportantFoundationpartner:thetwoorganizationshaverecentlycollaboratedtoofferdevelopmentopportunitiesfornonprofitstaff,includingapeerphilanthropynetworkandasuccessionplanningworkshop.

Above: HandsOn program participant Nikki Burris

STRENGTHENING NONPROFITS,ENGAGINGVOLUNTEERS

COMMUNITY GRANTS

NIKKI BURRIS, Director of Admissions for Salemtowne Retirement Community, knows HandsOn Northwest North Carolina strengthens

local nonprofits through both training and volunteer connections.“HandsOn has benefited me personally by offering different classes that

help continue my learning in the areas of management and leadership,” says Nikki, who completed its Women’s Emerging Leaders (WEL) pro-gram, which was begun in 2010 with a seed grant from the Women’s Fund. Participants completed an in-depth workshop to determine their leadership styles, strengths and weaknesses, and they developed a plan to strengthen their skills. The program had classes in essential subjects for nonprofits and followed up to check on participants’ progress on their goals.

“Overall, it was an empowering series that I would highly recommend for leaders to get to know themselves better and to strengthen their skill set,” Nikki says.

She also sought guidance and partnered with HandsOn to create Salemtowne’s Senior Volunteer Service Award, and, in turn, Salemtowne has donated meeting space for many HandsOn events.

“Salemtowne strives to be a strong community partner with greater Winston-Salem, and this is one way that we can give back,” Nikki says. “It is refreshing to collaborate so easily with a great organization.”

HandsOn’s capacity-building programs are designed to help an organi-zation meet the challenge of its mission in the most effective and efficient way possible, says Amy Lytle, HandsOn’s executive director. In 2012, 126 different nonprofits benefitted just from their workshops, which include Board Basics and Leadership Development classes, Best Practice Breakfasts, and Nonprofit Essentials workshops taught by Wake Forest University faculty. In total, HandsOn touches more than 350 nonprofits through its training programs, communications, and volunteer portal.

“Research has shown that one of the most effective ways to increase an organization’s capacity is to invest in its leadership, which is exactly what

our programs are designed to do,” Amy says. “Our Organizational Assessments provide an opportunity for leadership — both board and staff — to get ‘on the same page’ about the most critical investments that an organization needs to make in their infrastructure.”

Another key aspect of HandsOn’s work is matching community members with options for meaningful volunteer service. In 2012, using its Hands On Connect volunteer matching portal and other methods, HandsOn mobilized 3,447 volunteers who contributed approximately 46,855 service hours. In 2013, HandsOn took over the Retired and Senior Volunteer Program (RSVP) which has been in the community for 30 years; it provides an additional mechanism through which Salemtowne and other nonprofits can recruit senior volunteers.

Ongoing support from The Winston-Salem Foundation has been crucial to HandsOn’s continued success.

Amy says, “They see the value in how the work we do builds the infra-structure of the community as a whole,” Amy says. “All of our programs help organizations become more effective and efficient. We try to make sure we focus equally on both ‘halves’ of our mission — capacity building and volunteer engagement — while also nurturing the vast areas where they overlap.”

HandsOnNorthwestNorthCarolina


RSVP Volunteer Mary Alspaugh

FOUNDATION GRANTS PROVIDE significant support for two main constituencies: to NONPROFIT

ORGANIZATIONS as they make communities a healthier place to call home and to LOCAL STUDENTS as they pursue higher education. In 2012, the Foundation:

> Made more than $20.2 MILLION in TOTAL CHARITABLE GRANTS, 87% of which stayed in North Carolina, and 68% of which stayed in our local service area

> Awarded more than $2.1 MILLION through our COMMUNITY GRANTS PROGRAM

> Assisted more than 587 STUDENTS with STUDENT AID support totaling $1,222,500* in the 2012–2013 school year

GRANTS 2012

*$1,108,000inScholarshipsand$114,500inStudentLoans

DONOR-ADVISED GRANTS, made from both endowed and non-endowed funds, connect donors with the power of philanthropy through individually advised funds.

COMMUNITY GRANTS provide funding assistance to nonprofit organizations that are having a positive long-term impact on our local community. Funding for these important grants comes from Unrestricted and Field of Interest endowment funds that have been established by donors. For more information on how organizations can apply for a Community Grant, please refer to the “Grant Seekers” area on the Foundation’s Web site at www.wsfoundation.org.

DESIGNATED GRANTS ensure long-term annual support from an endowment fund’s income for one or more organizations that were specified by the donor at the time the fund was created.

SCHOLARSHIPS assist students in paying for their post-secondary education. For additional information on the Foundation’s Student Aid application process, which also includes low-interest student loans, go to the “Students” section of www.wsfoundation.org.

AGENCY ENDOWMENT GRANTS provide support to charitable organizations through endowments that were established by nonprofits to support their work in the community.

TYPESOFGRANTS

2012 FOUNDATION GRANTS (by Grant Type)

40% DONOR-ADVISED

(NON-ENDOWED) GRANTS

22% DONOR-ADVISED (ENDOWED) GRANTS

12% COMMUNITY GRANTS

12% DESIGNATED GRANTS

5% SCHOLARSHIPS

2% AGENCY ENDOWMENT

GRANTS 7% OTHER GRANTS

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t G R A N T S [ 2 7 ]

IN 2012, the Foundation supported nonprofit programs with over $2.1 MILLION in Community Grants that are making a difference in a wide variety of areas in Forsyth County. Funding for these timely grants comes from UNRESTRICTED AND FIELD OF INTEREST FUNDS that have been established by donors, as well as from the Foundation’s GRANTMAKING PARTNERS program.

COMMUNITY GRANTS 2012

2012 COMMUNITY GRANTS (by Program Area)

3% ANIMAL WELFARE

1% RECREATION

14% HEALTH

5% ENVIRONMENT

8% COMMUNITY & ECONOMIC DEVELOPMENT

24% HUMAN SERVICES

16% PUBLIC INTEREST

17% EDUCATION

12% ARTS & CULTURE

[ 2 8 ] G R A N T S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

TODAY, MANY DONORS WANT active grantmaking that is both responsive to the changing community and reflective of their personal interests, and the Foundation’s GRANTMAKING PARTNERS program provides this opportunity. Throughout the year, donor-advised fundholders are notified of COMMUNITY

GRANT requests from eligible nonprofits, and many choose to partner with the Foundation to support them through their own funds.

These fundholders benefit from Grantmaking Partners by: > LEVERAGING more charitable dollars to respond to opportunities > BEING AWARE of timely community funding opportunities> MATCHING their interests with community nonprofits in order to make effective grants > LEARNING ABOUT new organizations and programs that are addressing issues that matter to them

In 2012, 18 DONOR-ADVISED FUNDHOLDERS contributed a total of $44,852 toward the partial or full funding of Community Grants in a wide variety of interest areas. This funding is impactful — it equates to the estimated annual income that would be generated by a $1,043,070 endowment! As such, we are most grateful for our 2012 GRANTMAKING PARTNERS:

GRANTMAKINGPARTNERS

Anonymous(2)

ElmsandHarrietAllen

GayleAndersonandCareyHedgpeth

EdandBarbaraBeason

BillBenton

GregandGinaBridgeford

WoodyClinard

MaryEagan

CarolineGamble

EricHoyle

JimandDebbieMillis

WaltandMarthaAnnMurray

MilNaugle

LucianandRobieNeal

KatherineW.Otterbourg

BonnieStewart

JohnandPeggyTaylor


ARTS AND CULTURE


ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S)

AnimalAdoptionandRescueFoundation $15,000 foracommunityprogramsandoutreachcoordinator EdnaB.ParkinGeorgesAnimalFund

ForsythHumaneSociety $30,000 foradditionalstaffforasecondyear EdnaB.ParkinGeorgesAnimalFund,TheWinston-SalemFoundation GrantmakingPartnersFund

ForsythSpayDayCoalition $5,765 tosupportspay/neuterservicesinForsythCounty EdnaB.ParkinGeorgesAnimalFund,LassiterAnimalWelfareFund

HorseEducationandRescueOrganization $12,000 forlargeanimalemergencyrescuetraining EdnaB.ParkinGeorgesAnimalFund

TOTAL 2012 COMMUNITY GRANTS TO ANIMAL WELFARE $62,765

ANIMAL WELFARE


ArtsCouncilofWinston-Salem$25,000 toupgradefinancialsoftware CharlesBabcock,Jr.FieldofInterestFundandForsythCounty

AvaGardnerMuseum $5,000 toimprovethelibrary AvaGardnerFund

CarolinaMusicWays $3,000 toeducatestudentsabouttheregion’smusicheritagefor SamuelA.andRoslynS.HarrisFundathirdyear

FestivalStageofWinston-Salem $15,000 tosupportamarketingresearchstudy CharlesBabcock,Jr.FieldofInterestFund,TheWinston-Salem FoundationGrantmakingPartnersFund

HelenSimoneauDanse $4,280 foranadministrativeassistantandamarketingposition CharlesBabcock,Jr.FieldofInterestFund

Korner’sFollyFoundation $9,670 forWebsitedesign Dr.CalvinandRuthH.OgburnTrust,R.J.ReynoldsTobacco CompanyFund

NCBlackRepertoryCompany $19,866 tosupportanaudiencedevelopmentmanagerforasecondyear CharlesBabcock,Jr.FieldofInterestFund

PiedmontChamberSingers $1,735 forpromotionalmarketingmaterials CharlesBabcock,Jr.FieldofInterestFund

PiedmontCraftsmen $25,000 tosupportthe50thanniversaryhistoryproject CharlesBabcock,Jr.FieldofInterestFund,EisenbergFamilyFund forArtsandCulture,VickiVanLiereHelmsArtFund,TheWinston- SalemFoundationGrantmakingPartnersFund

PiedmontOpera $30,000 foradevelopmentdirector CharlesBabcock,Jr.FieldofInterestFund,SamuelA.andRoslynS. HarrisFund

ReynoldaHouseMuseumofAmericanArt $20,000 tosupportaprofessionaldevelopmentopportunity CharlesBabcock,Jr.FieldofInterestFund,EarlineheathKingFund, TheWinston-SalemFoundationGrantmakingPartnersFund

SawtoothSchoolforVisualArt $40,000 tosupportasalesandmarketingmanager CharlesBabcock,Jr.FieldofInterestFund,CommunityArtsFund, TheWinston-SalemFoundationGrantmakingPartnersFund

UNCSchooloftheArtsFoundation $1,000 tosupportayouthengagementcoordinatorfortheMagnolia SamuelA.andRoslynS.HarrisFundBaroqueInstitute

Winston-SalemDeltaFineArts $14,000 tosupportWebsiteupgradesandfunddevelopmentwork CommunityArtsFund

Winston-SalemFestivalBallet $20,000 forapart-timemarketingassistant CharlesBabcock,Jr.FieldofInterestFund,MaryReynoldsBabcock CulturalImprovementFund

Winston-SalemSymphony $25,000 tosupportaudiencedevelopmentandmarketingeffortsfor SamuelA.andRoslynS.HarrisFundasecondyear

Winston-SalemYouthChorus $15,000 tohireastrategicplanningconsultant SamuelA.andRoslynS.HarrisFund

TOTAL 2012 COMMUNITY GRANTS TO ARTS AND CULTURE $273,551

:



DowntownWinston-SalemPartnership $15,000 tosupportaneconomicimpactstudyofthereconstruction CharlesBabcock,Jr.DiscretionaryFundofBusiness40

GrassrootsGrantmakers $1,500 toprovidetechnicalassistance HowardGrayEndowment

HabitatforHumanityofForsythCounty $80,000 tosupportthecapitalcampaign AlgineFoyandJuliusDobsonNeelyMemorialFund,Anonymous Trust#2,HayesandAmyWaufordFund,LilaChurchBradford MemorialFund,NelsonandDorothyTomlinsonFund,R.Edward LasaterEndowmentFund,R.WorthAllenandAthaJ.AllenFund, SamuelandElizabethRoseFund,ThomasR.andGeorgiaL.Pepper FamilyFund,VirginiaS.PleasantsFund,WilliamP.andKatharineT. BaldridgeEndowment

NeighborsforBetterNeighborhoods $60,000 tosupportthedevelopmentofcommunityassetsin AlgineFoyandJuliusDobsonNeelyMemorialFund,BessGrayneighborhoods PlumlyFund,DonnaGermainRaderandMartinH.RaderFund, LouiseandSamAdamsCommunityFund,RalphandFrances StocktonTrust,TheWinston-SalemFoundationGrantmaking PartnersFund

NeighborsforBetterNeighborhoods $10,000 toprovidefundsforneighborhoodprojectsandprograms CharlesBabcock,Jr.DiscretionaryFund,Mr.andMrs.F.Borden Hanes,Jr.Trust

PreserveHistoricForsyth $4,500 forastrategicplanandmarketingexpenses JamesA.GrayFamilyFund,NancyT.PleasantsCommunity DevelopmentFund,TheWinston-SalemFoundationGrantmaking PartnersFund

TOTAL 2012 COMMUNITY GRANTS TO COMMUNITY AND ECONOMIC DEVELOPMENT $171,000

COMMUNITY AND ECONOMIC DEVELOPMENT


ArtsCouncilofWinston-Salemand $6,100 forlandscaping AnneHanesWillisFundForsythCounty

CarolinaFarmStewardshipAssociation $24,000 toemployaprogrammanagerandmatchWICand/orSNAP D.ElwoodClinardCharitableTrust,Dr.CalvinandRuthH.Ogburn benefitsattheCobblestoneFarmersMarketforasecondyear Trust,FrankE.LlewellynT.B.Fund,JohnW.andAliceRoseAlspaugh MemorialFunds,LipscombFund,TheWinston-SalemFoundation GrantmakingPartnersFund

FamilyServices $5,000 tohelpmakeimprovementstotheHealingGardens AnneHanesWillisFund

NaturalCapitalInvestmentFund $10,000 toexpandlendingandtechnicalassistanceinForsythCounty JamesA.GrayFamilyFund

NCCooperativeExtensionService, $24,000 tosupportthecommunitygardenresourceprogramfora AnneHanesWillisFund,DraneV.McCallFundforWinston-SalemForsythCounty thirdyear Beautiful,RaymondB.Hooker,Jr.Fund–Unrestricted,TheWinston-Salem FoundationGrantmakingPartnersFund

Winston-SalemSustainabilityResource $30,000 tosupporttheexecutivedirectorposition CharlesBabcock,Jr.DiscretionaryFundCenter

YadkinRiverkeeper $11,250 tosupportadirectorofoperationsandprogramspositionfor CharlesBabcock,Jr.DiscretionaryFund athirdyear

TOTAL 2012 COMMUNITY GRANTS TO ENVIRONMENT $110,350

ENVIRONMENT




CarterG.WoodsonSchoolofChallenge $25,750 tofundalibrarymediaspecialistforathirdyear BlountFund,KenardEugeneSalesMemorialFund,NancyR. BaityTrust,RichardandBeckyDavisFundforEducation,RobertA. andConstanceC.EmkenEducationFund

Children’sMuseumofWinston-Salem $20,520 tohelpsupportadevelopmentandmarketingpositionfor JessicaT.FogleFundathirdyear

CommunitiesinSchoolsofForsythCounty $30,000 tohirequalityassurancestaff JessicaT.FogleFund,JohnWesleyAlspaughandCelesteTucker AlspaughMemorial

CommunityEducationCollaborative $10,000 forstrategicplanning JessicaT.FogleFund

CrosbyScholarsCommunityPartnership $100,000 tosupportthecapitalcampaign GeorgeandEdnaBlantonFund,HarveySewardMartinFund,Isabel McRaeFund,J.C.TiseFund,JamesR.HankinsFund

CrosbyScholarsCommunityPartnership $4,500 tosupportapart-timesenioradvisorforathirdyear ArtandDannieWeberEducationFund,CharlesE.Norfleet MemorialFund,JessicaT.FogleFund

ElBuenPastorLatinoCommunityServices $13,000 tosupportthefamilyliteracyinitiative JohnWesleyAlspaughandCelesteTuckerAlspaughMemorialFund, TheWinston-SalemFoundationGrantmakingPartnersFund

GolerInstituteforDevelopmentand $11,000 forstrategicplanningandstafftraining J.FrankandMaryS.MockFundEducation

LibertyEastRedevelopment $13,000 tosupporttheDigitalConnectorsprogramforathirdyear EdnaB.ParkinGeorgesYouthFund,JohnWesleyAlspaughand CelesteTuckerAlspaughMemorialFund

NorthwestChildDevelopmentCenters $40,000 tosupportaneducationtechnologyintegrationspecialistfor CampRobertVaughnFund,CharlesBabcock,Jr.DiscretionaryFund,asecondyear HughE.Bynum,Jr.andElizabethH.BynumMemorialFund– Unrestricted,JosephG.GordonFund,ThomasH.DavisAdvised Trust,TheWinston-SalemFoundationGrantmakingPartnersFund

TheCentersforExceptionalChildren $10,000 tosupportanadditionalnurseforthechildrenatthe ClaireLockhartFollin-MaceFundChildren’sCenterforathirdyear

TheCentersforExceptionalChildren $20,000 tosupportahorticulturaltherapyprogramattheSpecial EugeneandIolaDanielsMemorialTrustFundfortheMentallyChildren’sSchool Handicapped

WakeForestUniversity $15,000 toestablishamathteachers’circleformiddleschoolmath ElizabethLovettEducationEndowment,J.C.TiseFund,JessicaT.teachersintheWinston-Salem/ForsythCountySchools FogleFund,PeggyandRalphStocktonFund,TheWinston-Salem FoundationGrantmakingPartnersFund

Winston-SalemStreetSchool $45,000 tosupportadevelopmentdirector JohnW.BurressCommunityFund,TheWinston-SalemFoundation GrantmakingPartnersFund

Winston-Salem/ForsythCountySchools $8,000 tofund,inpartnershipwithothercommunityorganizations, A.TabWilliams,Jr.PublicEducationFundasearchfirmtoassistwiththesuperintendentsearch

Winston-Salem/ForsythCountySchools $10,000 toparticipateinastatewideSTEMNetwork A.TabWilliams,Jr.PublicEducationFund

WSFCCouncilofPTAs $1,000 tosupporttheAmazingSummerE.S.C.A.P.E. JessicaT.FogleFund

TOTAL 2012 COMMUNITY GRANTS TO EDUCATION $376,770

EDUCATION


HEALTH


ArtsforLife $10,000 toexpandtheartandmusicprogramtothebehavioralhealthunit HarrietTaylorFlyntFund,SamuelA.andRoslynS.HarrisFund

AssociatesinChristianCounseling $10,400 tocreateapart-timeintakecoordinatorposition GeorgeandEdnaBlantonFund,TheWinston-SalemFoundation GrantmakingPartnersFund

CancerServices $17,000 tosupportanAfrican-AmericanandaHispanic/Latino JeannetteNorfleetFund,LenaAlbrightMemorialFundoutreacheducator

CancerServices $25,000 tosupportanAfrican-AmericanandaHispanic/Latino AvaGardnerFund,MasichFund,Mr.andMrs.ThomasB.Riceoutreacheducatorforasecondyear MemorialFund,TheWinston-SalemFoundationGrantmakingPartnersFund

CommunityCareCenterforForsyth $45,000 tosupportadiabeticcasemanager/educator JohnW.andAliceRoseAlspaughMemorialFunds,TwinCityHospital Funds,TheWinston-SalemFoundationGrantmakingPartnersFund

ForsythMedicalCenterFoundation $50,000 tohelpsupportcostsfor24-hourcallcentercounselorsatthe HarrietTaylorFlyntFundBehavioralHealthCenterforasecondyear

HealthCareAccess $35,000 toprovideemergencysupport BillandHeleneHalversonFund,EmmaJaneSkinnerFund,George andEdnaBlantonFund,JohnW.andAliceRoseAlspaughMemorial Funds,JohnW.BurressCommunityFund,TheWinston-Salem FoundationGrantmakingPartnersFund

KenCarlsonBoysandGirlsClub $450 foranutritionenrichmentprogram JohnWesleyAlspaughandCelesteTuckerAlspaughMemorialFund, YouthActivitiesFund

NCBaptistHospital $12,500 forstafftrainingandprenatalpatienteducation JohnW.andAliceRoseAlspaughMemorialFunds

NCHarmReductionCoalition $17,000 tosupportamulti-dimensionalhepatitisprojectforasecondyear FrankE.LlewellynT.B.Fund,JohnW.andAliceRoseAlspaugh MemorialFunds

PartnershipforaDrugFreeNC $29,000 tohelpsupportthecostsofadirectorofdevelopmentfora HarrietTaylorFlyntFundsecondyear

PreventBlindnessNC $10,000 totrainvisionscreenersforelementaryandmiddleschoolsin ClaireLockhartFollin-MaceFundForsythCountyforasecondyear

ProdigalsCommunity $27,000 tosupportanewemploymentandeducationprogram AnnandClayRingFund,D.ElwoodClinardCharitableTrust,Etta MaePopeTrust,MaryA.PayneCharitableFundforHumanServices, StokesIveyandOrphaMarieLeonardPopeFamilyTrust

SECUFamilyHouse $25,000 tosupportthemanagerofeducationalservicesforasecondyear FrankE.LlewellynT.B.Fund,LouiseFutrellFund

TrinityCenter $15,000 tohelpsupportadditionalcoststotheorganizationforthe HowardGrayEndowmentexecutivedirectorposition

TrinityCenter $22,000 tohelpsupporttheexecutivedirectorpositionforasecondyear JohnAlexanderMcClung,DDS,FACDTrust,LillianS.StultzFund, RichardE.AshburnTrust

WakeForestHealthSciences $15,353 tosupportalicensedpsychologistassociatefortheoutpatient HarrietTaylorFlyntFundtherapyprogramatAmosCottage

TOTAL 2012 COMMUNITY GRANTS TO HEALTH $365,703

County

GardenClub




AutismSocietyofNC $5,000 tosupportavocationalskillsdevelopmentprogram HarrietTaylorFlyntFund,TheWinston-SalemFoundation GrantmakingPartnersFund

BariumSprings $10,000 tohelpincreasethenumberoftherapeuticfosterhomes A.F.ClementTrustforYouthavailableintheForsythCountyarea

BethesdaCenterfortheHomeless $30,000 forafull-timeshelterdirectorforasecondyear MaryA.PayneCharitableFundforHumanServices,SarahShore RuffinFund,TheWinston-SalemFoundationGrantmakingPartnersFund

Children’sLawCenterofCentralNC $10,000 tofundapart-timedevelopmentprofessionalforathirdyear EdnaB.ParkinGeorgesYouthFund,TheWinston-SalemFoundation GrantmakingPartnersFund

ExchangeSCAN $25,536 toexpandtheparent/teeneducationgroupforasecondyear AnnandClayRingFund,BlountFund,MaryA.PayneCharitable FundforHumanServices,TheWinston-SalemFoundation GrantmakingPartnersFund

ExperimentinSelf-Reliance $5,000 tofundastrategicplanningprocess MargaretW.ParkerFund,VictorI.Flow,Jr.FamilyFund

FamilyServices $2,000 toprovidedirectassistancetovictimsofviolentcrime ChrissyGallaherVictim’sAssistanceFund

FamilyServices $20,000 tohelpsupportthegrantservicesmanagerpositionfora MarcusLewDavisMemorialFund,MaryA.PayneCharitableFundthirdyear forHumanServices

FellowshipHomeofWinston-SalemNC $7,500 forastrategicplanandmarketingexpenses AnnandClayRingFund

HorizonsResidentialCareCenter $22,000 tosupportanewtelephonesystemattheArchesandfor EugeneandIolaDanielsMemorialTrustFundfortheMentallybrandingactivities Handicapped

iCanHouseServices $20,000 tosupportdevelopmentactivitiesforasecondyear HarrietTaylorFlyntFund,TheWinston-SalemFoundation GrantmakingPartnersFund

NCHousingFoundation $40,000 foraprojectdirectortodevelopprogramsforasupportive HarrietTaylorFlyntFund,TheWinston-SalemFoundationhousingsite GrantmakingPartnersFund

NCVictimAssistanceNetwork $1,799 tohelpcrimevictimsorcrimevictimserviceprovidersattend ChrissyGallaherVictim’sAssistanceFundtheannualstatewidetrainingconference

NextStepMinistries $10,000 tosupportanighttimestaffpositionforasecondyear TheWinston-SalemFoundationGrantmakingPartnersFund

SamaritanMinistries $40,000 tosupportthecapitalcampaigntobuildanewfacility BarbaraLasaterHanesTrust,BobandRuthHerringFund,Spencer andNellWaggonerCharitableFund–Unrestricted

SecondHarvestFoodBankofNorthwest $35,000 tosupportanutritionservicescoordinator JohnandJuliaDenhamFund,RichardK.ScottMemorialFund, RobertEdwinTaylorandMargaretLongTaylorMemorialFund, VergilandVickiGoughFund,TheWinston-SalemFoundation GrantmakingPartnersFund

SeniorServices $35,000 toprovidenutritiousfoodtohomeboundolderadultsthrough SturmerSamaritanFundtheMeals-on-Wheelsprogram

Shepherd’sCenterofGreaterWinston- $20,000 tosupportapart-timeseniorcenterprogramassistant CliftonE.andRuthBrewerBeckMemorialFund,HarrietTaylorFlynt Fund,OtisB.andGenevieveParrishFund

SmartStartofForsythCounty $7,500 toprovidevisionscreeningforpreschoolchildrenin ClaireLockhartFollin-MaceFundForsythCounty

TriadTrackersWheelchairBasketball $10,000 tohelpsupportawheelchairbasketballteam AubreyMarcusZimmermanFundforRecreationforthe Handicapped,ClaireLockhartFollin-MaceFund

UnitedWayofForsythCounty $20,000 tofundtheTen-YearPlantoEndChronicHomelessness MaryA.PayneCharitableFundforHumanServices

VigilsforHealing $2,500 toprovidemonetarysupportforthefamilymembersof ChrissyGallaherVictim’sAssistanceFundvictimsofviolentdeath

Winston-SalemIndustriesfortheBlind $50,400 tosupporttheStudentEnrichmentExperienceprogram ClaireLockhartFollin-MaceFund,EdwardandMaryAliceTarulliFund

TOTAL 2012 COMMUNITY GRANTS TO HUMAN SERVICES $429,235

HUMAN SERVICES

NC

Salem

Team


PUBLIC INTEREST

RECREATION


ForsythCountyBroncos $300 forregistrationfeesforyouthwhocannotaffordtoparticipate YouthActivitiesFund

KappaLeagueofWinston-Salem $750 tofundahistoricalenrichmentexperienceforyoungmen YouthActivitiesFund

SouthwestForsythLittleLeague $1,000 foryouthwithdisabilitiestoparticipateinaLittleLeague AubreyMarcusZimmermanFundforRecreationforthe WorldSeriesexhibitiongame Handicapped

TwinCityOutreachofWinston-Salem $300 tofundaleadershipexperienceforyounggirls YouthActivitiesFund

Winston-SalemIndians $500 forregistrationfeesforyouthwhocannotaffordtoparticipate YouthActivitiesFund

Winston-SalemTinyVikings $500 topayforregistrationfeesforyouthwhocannotaffordto YouthActivitiesFundparticipate

YMCAofNorthwestNC $17,500 tosupportanafterschoolrunningprogramformiddleschool EdnaB.ParkinGeorgesYouthFundstudents

TOTAL 2012 COMMUNITY GRANTS TO RECREATION $20,850

TOTAL 2012 COMMUNITY GRANTS $2,168,224


ECHOAward $5,000 2012ECHOAwardRecipients WachoviaBankofNorthCarolinaFund

ECHONetwork $138,500 tofosterenriching,trusting,andlong-lastingrelationships TheCommunityFund,MargaretW.ParkerFundamongdiversepeople

ForsythCountyPublicLibrary $3,000 forOnTheSamePage AnnandClayRingFund

ForsythFutures $75,000 tocollectandleveragecommunityinformationinorderto AgnewHunterBahnsonandElizabethHillBahnsonMemorialenhancethequalityoflifeforForsythCountyresidents Fund,GeorgeandEdnaBlantonFund

HandsOnNorthwestNC $60,000 tosupportcapacitybuildingfornonprofitsandincrease TheCommunityFund,TheWinston-SalemFoundationGrantmakingvolunteerism PartnersFund

HandsOnNorthwestNC $3,000 toprovideatransitionplanningworkshopforlocalnonprofits AvaGardnerFund

Imprints $18,000 forapart-timesalesmanagerposition GeorgeandEdnaBlantonFund

LeadershipWinston-Salem $10,000 tohelpsupportadevelopmentpositionforathirdyear PleasantsHardwareCompanyTrust,VirginiaS.PleasantsFund

NCCenterforVoterEducation $19,000 toproduceanddistributeacomprehensivenonpartisanvoter CharlesBabcock,Jr.DiscretionaryFund,TheWinston-SalemguidetothousandsofForsythCountyresidents FoundationGrantmakingPartnersFund

RufusDaltonAwards $6,500 toawardtheRufusDaltonAwardtofourofficerswhowere RufusW.DaltonTrustinjured/killedinthelineofduty

WarMemorialFoundation $10,000 tohelpsupporttheCarolinaFieldofHonoratTriadPark GeorgeandEdnaBlantonFund

Winston-SalemFoundationAward $10,000 The2012Winston-SalemFoundationAwardRecipient BB&TFund

TOTAL 2012 COMMUNITY GRANTS TO PUBLIC INTEREST $358,000


SINCE 1919, committed donors have invested generously in the current and future nourishment of our community and beyond. These charitable individuals, families, and organizations have provided substantial support in areas as varied as health and human services to community and economic development, enriching the lives of neighbors near and far. At the end of 2012, the Foundation administered more than 1,300 CHARITABLE FUNDS for a wide variety of philanthropic purposes.

FUNDS ANDDONORS2012

*includesTemporaryFunds

20% DESIGNATED FUNDS

12% CHARITABLE LEAD TRUSTS ANDCHARITABLE REMAINDER TRUSTS

17% UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS

FOUNDATION ASSETS (by Fund Type)

33% DONOR-ADVISED FUNDS

(ENDOWED)

6% STUDENT AID FUNDS

5% AGENCY ENDOWMENT FUNDS

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

1% REAL ESTATE FUNDS

1% OTHER ASSETS

[ 3 6 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

TYPESOFFUNDSENDOWED FUNDS:

UNRESTRICTED FUNDS FOR COMMUNITY GRANTS offer the broadest option for charitable giving. Income from these funds will be used to meet changing funding opportunities in our community over time through Community Grants.

FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS give donors the opportunity to provide Community Grantmaking support within a specific area of interest, such as arts and culture, environment, or human services.

DONOR-ADVISED FUNDS enable up to two family generations of advisors to make charitable grant recommendations before converting to another endowed fund type. These funds are a convenient method of simplifying charitable giving and are an attractive alternative to a private foundation.

DESIGNATED FUNDS are established by donors who wish to provide annual support to specific charities in perpetuity.

AGENCY ENDOWMENT FUNDS are established by charitable organizations to enhance their work in the community and to support their long-term sustainability.

STUDENT AID FUNDS provide students with scholarships and loans to pursue their academic goals. Donors may establish scholarship funds to support students from a particular high school, church, or county, or for those who attend a specific college or university.

REAL ESTATE FUNDS are properties designated for a charitable use and titled in the Foundation’s name.

NON-ENDOWED FUNDS:

NON-ENDOWED ADVISED FUNDS, which are essentially charitable checking accounts, offer donors a simple and efficient vehicle for annual charitable giving.

TEMPORARY FUNDS give the Foundation the ability to hold a limited number of funds for organizations and individuals for charitable projects.

CHARITABLE TRUSTS:

CHARITABLE LEAD TRUSTS enable donors to make significant charitable gifts for the term of the trust while transferring substantial assets to beneficiaries later.

CHARITABLE REMAINDER TRUSTS allow donors and/or a designated beneficiary to receive income for the life of the trust, with the remainder going to support charitable causes.

HOW TO ESTABLISH A FUND:

Setting up a fund and establishing your giving legacy is simple. Our Philanthropic Services staff will walk you through the steps to make sure that the fund you establish meets your charitable giving goals. Please contact us at [email protected] or call us at (336) 725-2382 for more information.

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 3 7 ]

Unrestricted and Field of Interest Funds – continued on next pageDonor-Advised Funds – continued on next page

UNRESTRICTED AND FIELD OF INTEREST FUNDS FORCOMMUNITYGRANTS

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

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

LouiseandSamAdamsCommunityFund 2005 Establishedthroughacharitabletrusttosupportthecharitableneedsofthecommunity

LenaAlbrightMemorialFund 1979 Establishedbyfamilyandfriendsfororganizationsthatprovidecomfortandbenefittothosesufferingfromcancer, especiallyleukemia

R.WorthAllenandAthaJ.AllenFund 2005 EstablishedbyMrs.AthaAllenin1989inmemoryofherhusbandandlaterendowed

JohnW.andAliceRoseAlspaughMemorialFunds 1964 EstablishedbybequestbyJohnW.Alspaughtoprovidehealthcaretounderprivilegedpeople

JohnWesleyAlspaughandCelesteTuckerAlspaugh 1964 EstablishedbybequestbyJohnW.AlspaughinmemoryofhisparentstosupportprogramsfordisadvantagedyouthMemorialTrust

AnonymousTrust#2 1999 Establishedbyananonymousdonorasanunrestrictedfund

RichardE.AshburnTrust 2002 Establishedbybequestasanunrestrictedfund

WarrenDavidAshburnFund 1968 EstablishedforcharitablepurposesoftheFoundation

CharlesBabcock,Jr.DiscretionaryFund 2006 EstablishedwithagiftfromtheMaryReynoldsBabcockFoundationtohonorCharlesBabcock,Jr.andhislifelongsupportof emergingandchangingcommunityneeds

CharlesBabcock,Jr.FieldofInterestFund 2006 EstablishedwithagiftfromtheMaryReynoldsBabcockFoundationtohonorCharlesBabcock,Jr.andhislifelonginterestin artsandcultureinthecommunity

MaryReynoldsBabcockCulturalImprovementFund 1950 Establishedforgrantsandloanstoculturalandartsgroupsinthecommunity

AgnewHunterBahnsonandElizabethHillBahnson 2011 EstablishedwithproceedsfromthesaleoftheBahnsonHouseasanunrestrictedfund MemorialFund

NancyR.BaityTrust 2000 EstablishedinmemoryofherhusbandIraW.Baity,Jr.tosupportprogramsfordisadvantagedchildrenandyouth

WilliamP.andKatharineT.BaldridgeEndowment 2006 Establishedasanunrestrictedfund

BankofAmericaCorporationFund 1995 EstablishedasanunrestrictedfundinhonoroftheFoundation’s75thAnniversary

BB&TFund 1994 EstablishedasanunrestrictedfundinhonoroftheFoundation’s75thAnniversary

CliftonE.andRuthBrewerBeckMemorialFund 2010 EstablishedthroughtheestatesofCliftonandRuthBeck

GeorgeandEdnaBlantonFund 2010 EstablishedwiththeremainderoftheGeorgeandEdnaBlantonCharitableAnnuityTrust

BlountFund 2010 EstablishedbyFrederickA.Blount,MDtosupportprogramsforhigh-riskyouthandsingleteenparents

LilaChurchBradfordMemorialFund 1999 Establishedasanunrestrictedfund

JohnW.BurressCommunityFund 2007 Establishedasanunrestrictedfund

AlbertL.Butler,Jr.Fund 1997 EstablishedbytheKateB.ReynoldsCharitableTrustinmemoryofMr.Butlertosupportthepoorandneedy

HughE.Bynum,Jr.andElizabethH.Bynum 2000 EstablishedbytheestateasanunrestrictedfundMemorialFund–Unrestricted

CampRobertVaughnFund 1990 EstablishedfromtheproceedsofthesaleofCampRobertVaughntosupportgrantsforchildrenandyouth

CarolinaSteelEndowmentFund 1988 Establishedasanunrestrictedfundtosupportworthypublicpurposes

HenryM.Carter,Jr.Fund 1997 EstablishedbyfriendsofMr.CarterathisretirementaspresidentofTheWinston-SalemFoundationasanunrestrictedfund

A.F.ClementTrustforYouth 1971 Establishedin1970andrepurposedin2011tobenefitworthychildreninForsythCountyintheirsuitablemaintenance

D.ElwoodClinardCharitableTrust 1974 EstablishedasanunrestrictedfundbyD.ElwoodClinard,Jr.inmemoryofhisfather

FUND YEAR PURPOSE

ENDOWEDFUNDS


CommunityArtsFund 1985 Establishedtosupportprogramsofartsorganizations

TheCommunityFund 1919 EstablishedbyCol.F.H.Friestoaddressthechangingneedsofourcommunity

FranklinCromerCordellFund 1994 Establishedbyfamilyandfriendstosupportprogramsthatassistindividualswhosufferfromsubstanceabuseproblems

RufusW.DaltonTrust 1983 Establishedbybequesttoassistinjuredlaw-enforcementofficersandthespousesandchildrenofofficerskilledinthe performanceoftheirduties

EugeneandIolaDanielsMemorialTrustFundforthe 1998 EstablishedbytheestateofBobbyA.DanielstobenefitmentallyhandicappedpeopleofWinston-SalemandForsythCountyMentallyHandicapped

MarcusLewDavisMemorialFund 2004 EstablishedasanunrestrictedfundbyMr.G.FranklinDavisinmemoryofhisson

RichardandBeckyDavisFundforEducation 2010 EstablishedbyRichardN.DaviswithagrantfromtheKateB.ReynoldsCharitableTrusttohonorhisboardservice

ThomasH.DavisAdvisedTrust 1992 Establishedwithspecialemphasisonprogramsforyouth

JamesR.DeadrickFund 1989 Establishedbybequestasanunrestrictedfund

MarianG.andCharlesW.DeBellTrust 2001 Establishedasanunrestrictedfund

JohnandJuliaDenhamFund 2007 Establishedasanunrestrictedfund

EisenbergFamilyFundforArtsandCulture 2007 Establishedasafieldofinterestfundtosupportartsandculture

EmergencyLoanFundofNorthwestN.C. 1983 EstablishedbytheDonorsForumofForsythCountytoprovideemergencyloanstononprofitsinNorthwestNorthCarolina

RobertA.andConstanceC.EmkenEducationFund 2000 Establishedtosupporteducationalprograms

Fenwick-RiceFund 2004 EstablishedfromtheRonandMurielRiceFundandtheElizabethFenwickFundfortheDowntownChurchCentertosupportthe homeless,elderly,children,andtheunderservedinthecommunity

VictorI.Flow,Jr.FamilyFund 2000 EstablishedbyMr.andMrs.VictorI.Flow,Jr.asanunrestrictedfund

HarrietTaylorFlyntFund 1998 Establishedbybequesttobenefitthehandicapped,theelderly,orotherswithdisabilities

JessicaT.FogleFund 1964 EstablishedbybequesttosupporttheeducationanddevelopmentofNorthCarolinachildren

ClaireLockhartFollin-MaceFund 1991 EstablishedbyfamilyandfriendstobenefitphysicallydisabledindividualsinNorthCarolina

Unrestricted and Field of Interest Funds, continued

FUND YEAR PURPOSE

LouiseFutrellFund 1991 Establishedbybequestasanunrestrictedfund

ChrissyGallaherVictim’sAssistanceFund 1992 EstablishedinhonorofChrissyGallaherbyfamilyandfriendstosupportvictimsofviolentcrimes

AvaGardnerFund 2005 EstablishedbytheAvaGardnerTrustforcommunitygrantmaking

EdnaB.ParkinGeorgesAnimalFund 1996 Establishedbybequestasaspecialpurposefundtobenefitdomesticanimals

EdnaB.ParkinGeorgesYouthFund 1996 Establishedbybequesttobenefitdisadvantagedyouth

VeraGoldbergMemorialFund 1998 EstablishedbyMiltonGoldberginmemoryofhiswifeasanunrestrictedfund

JosephG.GordonFund 1997 EstablishedbytheZ.SmithReynoldsFoundationinmemoryofDr.Gordontobenefitdisadvantagedyouth

VergilandVickiGoughFund 2008 Establishedasanunrestrictedfund

HowardGrayEndowment 1987 Establishedasanunrestrictedfund

JamesA.GrayFamilyFund 1989 Establishedasanadvisedfund,thenconvertedtoanunrestrictedfundatMr.Gray’sdeath

WilliamN.HaileyFund 2004 EstablishedwiththeremainderinterestfromtheWilliamN.HaileyCRT

BillandHeleneHalversonFund 2006 EstablishedasanunrestrictedfundfromabequestbyJohnW.Halverson

BarbaraLasaterHanesTrust 1988 Establishedasanunrestrictedfund

Mr.andMrs.F.BordenHanes,Jr.Trust 1998 EstablishedbyMr.andMrs.F.BordenHanes,Jr.asanunrestrictedfund

JamesR.HankinsFund 1967 Establishedbybequestasanunrestrictedfund

CarlW.andAnnieM.HarrisEndowment 1970 Establishedbybequestasanunrestrictedfund

SamuelA.andRoslynS.HarrisFund 1980 Establishedbybequestasanunrestrictedfundwithspecialinterestinmusiceducation

VickiVanLiereHelmsArtFund 2004 EstablishedinmemoryofVickiVanLiereHelmsbyherfamilyandfriendstosupportorganizationsandprogramsservingaspiring painters,sculptors,andotherartists

BobandRuthHerringFund 2003 EstablishedasanunrestrictedfundbyMr.B.J.Herring

MargaretandHarrellHillFund 2007 Establishedasanunrestrictedfund

WilliamD.andJaneF.HobbsFund 2008 Establishedbycharitablebequesttosupportthepoorandneedyofthecommunity

WilliamandAllanHollanCharitableFund 2004 EstablishedwithmemorialgiftstoWilliamE.Hollan,Sr.tosupporthumanservices

RaymondB.Hooker,Jr.Fund–Unrestricted 2000 Establishedbyanestategiftasanunrestrictedfund

MaeW.HubbardTrust 1987 Establishedbybequestasanunrestrictedfundwithspecialconsiderationforthedevelopment,welfare,andeducationof underprivilegedandhandicappedchildren

AllanM.HutchersonFund 1944 EstablishedbybequestforForsythCountyyouthprogramswithspecialconsiderationtothoseaffectingunderserved minoritychildren

EarlineheathKingFund 2005 Establishedtosupportartandart-relatedendeavorsoftheFoundationwithinNorthCarolina

LouisandGretchenKlaffTrust 2010 EstablishedbybequestfromLouisandGretchenKlafftosupportat-riskchildren

MarthaK.KnottFund 1926 Establishedtoprovidesupportforgeneralcharitablepurposes

R.EdwardLasaterEndowmentFund 1950 Establishedtoprovidesupportforgeneralcharitablepurposes

LassiterAnimalWelfareFund 2003 EstablishedwithanestategiftfromAlleneD.LassiterforthebenefitofanimalsinForsythCounty

LipscombFund 2004 EstablishedinhonorofGuyandMargaretLipscombbytheirgranddaughter

FrankE.LlewellynT.B.Fund 1970 EstablishedbybequestbyElizabethP.Llewellynforgeneralhealthpurposeswithapriorityfortuberculosispurposes wheneverpossible

JohnC.Long,M.D.Fund 1994 EstablishedbyfriendsofDr.Longforsupportintheareaofhealth

ElizabethLovettEducationEndowment 1996 Establishedasafundtosupporteducation

ThomasJackLynchMemorialFund 1996 Establishedbyanestategiftasanunrestrictedfund

HarveySewardMartinFund 1996 EstablishedbybequestbyMrs.MartinforeducationalpurposesatthediscretionoftheFoundationCommittee


FUND YEAR PURPOSE


Unrestricted and Field of Interest Funds – continued on next page

MasichFund 2004 EstablishedbyJaneandTonyMasichasanunrestrictedfund

DraneV.McCallFundforWinston-SalemBeautiful 2008 EstablishedbyDr.BillMcCallinhonorofhiswife,DraneV.McCall

JohnAlexanderMcClung,DDS,FACDTrust 1994 EstablishedbyMaryLouiseGrayinmemoryofherfathertosupportChristian-relatedprogramsororganizationsinthe localcommunityasdeterminedbytheFoundation

IsabelMcRaeFund 1981 Establishedbybequestasanunrestrictedfund

MichaloveFund 2004 Establishedasanunrestrictedfundwith41consecutiveyearsofcontributionstotheCommunityFund

J.FrankandMaryS.MockFund 2003 EstablishedthroughaCRTtobenefitneedychildreninForsythCounty

AlgineFoyandJuliusDobsonNeelyMemorialFund 1989 EstablishedbyAlgineNeelyOgburninhonorofherparentsforempoweringandencouragingindividualstoimprovetheirlives andthelivesoftheirfamilies

CharlesE.NorfleetMemorialFund 1976 EstablishedbyGrizzelleM.Norfleetinmemoryofherbrother,whoservedassecretaryoftheFoundationduringitsearlyyears

JeannetteNorfleetFund 1982 Establishedbyfamilyandfriendstosupporthealthandmedicalprograms,withspecialconsiderationforprogramsthatbenefit peoplesufferingfromcancer

Dr.CalvinandRuthH.OgburnTrust 1978 Establishedtoprovidesupportforgeneralcharitablepurposes

MargaretW.ParkerFund 1997 Establishedasanunrestrictedfund

OtisB.andGenevieveParrishFund 1987 Establishedtosupportprogramsforolderadultswithdebilitatinghealthconditions,especiallyAlzheimer’sdisease

MaryA.PayneCharitableFundforHumanServices 2009 EstablishedbytheMaryAnnPayneRevocableCharitableTrusttobenefithumanservices

ThomasR.andGeorgiaL.PepperFamilyFund 1997 EstablishedbyDr.FrancisD.Pepperinmemoryofhisgrandparentsasanunrestrictedfund

KerrandNaomiPinnixDiscretionaryFund 2006 EstablishedbyatestamentarytrustcreatedbyNaomiIngramPinnixtoprovidefinancialcounselingandadvice

PfafftownJayceesCommunityFund 2005 EstablishedbythePfafftownJaycees

PleasantsHardwareCompanyTrust 1987 Establishedforgeneralcharitablepurposes

NancyT.PleasantsCommunityDevelopmentFund 1997 Establishedtosupporteconomicdevelopment,educationandtraining,leadershipdevelopment,communitylong-rangeplanning, communityappearance,historicpreservation,andregionalcooperation

VirginiaS.PleasantsFund 1996 Establishedbyanestategiftasadiscretionaryfund

BessGrayPlumlyFund 1965 EstablishedbybequestforgeneralcharitablepurposesoftheFoundation

EttaMaePopeTrust 2000 EstablishedbyLouisB.Popeinmemoryofhissistertosupportthepoorandneedy

StokesIveyandOrphaMarieLeonardPopeFamilyTrust 2000 EstablishedbyLouisB.Popeinmemoryofhisparentstosupportthepoorandneedy

DonnaGermainRaderandMartinH.RaderFund 2005 EstablishedasanunrestrictedfundtohonorthememoryofDonnaRader’sparents,OwenE.GermainandEmilieDrapalskiGermain

R.J.ReynoldsTobaccoCompanyFund 1975 Establishedasapartofthecompany’s100thanniversarycelebration

MaryNeilHendersonRiceFund 1998 EstablishedbyThomasB.Rice,IIIinmemoryofhismotherasanunrestrictedfund

Mr.andMrs.ThomasB.RiceMemorialFund 1991 Establishedbyfamilyandfriendsforgeneralcharitablepurposes

AnnandClayRingFund 1997 Establishedasanunrestrictedfund

SamuelandElizabethRoseFund 1998 EstablishedbybequestbySamuelM.Rosetosupportgeneralcharitablepurposes

SarahShoreRuffinFund 2004 EstablishedbybeneficiarydesignationoftheSarahS.RuffinIRA

KenardEugeneSalesMemorialFund 2001 EstablishedinmemoryofKenardE.Salesbyfamilyandfriendstosupportprogramsbenefitingdisadvantagedyouth

SandehillRecreationFund 1986 EstablishedtopromotecompetitiveswimmingandwatersportsinForsythCounty

RichardK.ScottMemorialFund 2011 EstablishedbyclientsofMr.Scottasanunrestrictedfund

LouisandJaneShaffnerFund 2007 Establishedasanunrestrictedfund

EmmaJaneSkinnerFund 2001 EstablishedbyFrankB.Hanestosupporthumanservicesorganizations

PeggyandRalphStocktonFund 1995 Establishedasanunrestrictedfund

RalphandFrancesStocktonTrust 1993 Establishedasanunrestrictedfund

ColinandMaryLouiseStokesFund 1991 EstablishedasanunrestrictedfundtosupportcharitablepurposesinForsythCounty

LillianS.StultzFund 1982 EstablishedbybequestforgeneralcharitablepurposesoftheFoundation

SturmerSamaritanFund 1997 EstablishedbyMarthaM.Sturmerinhonorofherin-laws,CharlesA.andErnestineHillSturmer,toprovidesupportfor financiallyneedypatientsandresidentsinnursinghomesinForsythCounty


FUND YEAR PURPOSE


EdwardandMaryAliceTarulliFund 2006 Establishedwiththecharitableremainderofacharitableremaindertrusttoprovideservicesorprogramsthatbenefitindividuals whoarevisuallyhandicapped

RobertEdwinTaylorandMargaretLongTaylor 2005 EstablishedwiththeremainderoftheMargaretLongTaylorCharitableRemainderUnitrustMemorialFund

J.C.TiseFund 1927 Establishedbybequesttosupportgeneraleducationalpurposeswithanemphasisonprogramsprovidingenrichmentandoutreach

NelsonandDorothyTomlinsonFund 1997 Establishedasanunrestrictedfund

TwinCityHospitalFunds 1920 EstablishedbytheexecutiveboardoftheHospitalbybequestfromJohnW.Alspaughtobenefitprojectsonbehalfofthemedically indigentinthecommunity

WachoviaBankofNorthCarolinaFund 1987 Establishedwithagiftforunrestricteduseandaddedtoin1994inhonorofallformerandcurrentWachoviaemployeesandin memoryofHerbertBrenner

SpencerandNellWaggonerCharitableFund– 2005 EstablishedthroughtheestateofNellKernsWaggonerUnrestricted

HayesandAmyWaufordFund 2007 Establishedasanunrestrictedfund

ArtandDannieWeberEducationFund 2007 Establishedasafieldofinterestfundforeducation

AnneHanesWillisFund 1997 EstablishedbyFrankB.Hanesinmemoryofhissistertoassistlandscaping,gardening,andbeautificationinthecitywhen publicfundingisnotavailable

BobbyRayWilsonHumanFund 1996 EstablishedtobenefitincarceratedpersonsinForsythCounty

NancyH.WilsonFund 2009 Establishedbybequestforunrestrictedpurposes

Winston-SalemFoundationStaffEndowment 2002 EstablishedbyB.ThomasLawsoninhonorofhisformerWinston-SalemFoundationcolleagues

EdnaMotsingerWootenFund 2010 Establishedbybequestforunrestrictedpurposes

AubreyMarcusZimmermanFundfor 1984 EstablishedtoproviderecreationalopportunitiesforthehandicappedRecreationfortheHandicapped


FUND YEAR PURPOSE

Donor-Advised Funds – continued on next page

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

to a private foundation.

BertandJoyBennettFamilyFund

Deem/TurnerCharitableEndowedFund

ForKatie’sSakeEndowment

DorothyR.HiltonandJ.GlennHiltonFamilyFund

StanhopeA.andElizabethP.KellyFamilyAdvisedFund

KindKidsCareAdvisedFund

KulynychChildrenAdvisedFund

JeffandDebbieLongFund

M3FamilyFund

JimandMaryAllenMartinFund

McHughFamilyFund

JamesH.Millis,Jr.FamilyAdvisedFund

WindfallFund

WilliamT.andSylviaF.AldersonFund 1997

SusanandJerryArnoldTrust 2011

RobertG.AuchinclossFund 2000

PhilipS.AuchinclossFund 2000

MarshallBBassChildren’sFundEndowment 2004

BartlettandWyattBassettFund 2004

AndrewBeattieEndowment 2010

TedandCharlotteBlountFund 1997

KarlaBolenMemorialFund 2003

ElizabethE.andHenryM.BookeTrust 1994

SamandAnneBookeFamilyTrust 1989

JulianR.andMaryP.BossongFund 1998

SkipandBethBoswellTrust 2007

BraswellFamilyCharitableFund 1995

MikeandWendyBrennerTrust 2002

PaulandJudyMooreBriggsFamilyFund 2000

RoyallandAliceBrownAdvisedTrust 1993

RoyallR.Brown,Jr.AdvisedTrust 1992

BuddGroupFoundation 2001

ChristopherDavidBuddFund 1996

JosephR.BuddFamilyTrust 1997

Nathan,Jordan,andNicholasBuddFund 1998

RichardP.andSylviaS.BuddFund 1983

BurrFamilyTrust 2006

JohnW.BurressAdvisedFund 2008

Cardwell-ArcherCharitableFund 2001

DouglasandMarilynCardwellFund 2010

MaryJ.andKennethP.CarlsonAdvisedFund 2000

CarrFamilyAdvisedFund 2006

SamN.CarterandPaulineH.CarterFund 2000

CawoodCharitableFund 1993

LeeChadwellFund 2002

ChuckandBobbieChambersAdvisedTrust 1992

ChapmanFamilyFund 2010

LucyHanesChathamFund 1949

LucyHanesChathamLibraryFund 1951

RichardT.ChathamFund 1972

ThomasLenoirandAnnaHanesChathamFund 1998

GeraldandLeeAnnChriscoFamilyTrust 1998

RobertClarkFamilyFund 1997

PhillipM.Clifton,MDMemorialFundforChildren 2003

BrendaKulynychClineFund 1998

CloverStreetFund 2003

RonandJeffCoppageCancerFund 1999

A.RobertCordellFamilyTrust 1998

JoanR.andDavidL.CotterillAdvisedTrust 1994

CredenceFund 1997

BillandBettyGrayDavisFund 2000

JohnandTerrieDavisFamilyFund 1999

DeForestFamilyFund 2003

AshleyHollandDozierCharitableFund 1998

DriscollFamilyFund 1997

JosephB.andMaryM.DudleyAdvisedFund 1997

NancyW.DunnTrustforSpiritualDevelopment 1995

MignonDurhamCharitableFund 1997

ChristopherRichardEaganFund 2002

EHIFund 2004

LynnandBarryEisenbergEndowedFund 1998

ElkinCommunityTrust 1993

C.B.EllerEducationFund 1987

GraceH.EmkenFund 1993

AnnandJohnFarisCommunityFund 2008

Finley-AndersonFund 1994

FiretreeFund 2008

RobertandCarolFordCharitableTrust 1996

Fries-WillinghamFund 2011

JamesA.andElizabethK.FyockTrust 1999

GaddyEducatorFund 2010

Dr.KennethR.Gallup,Jr.FamilyCharitableFund 1996

ThadW.,MildredB.andKathrynW.GarnerTrust 1998

GenesisFund 2007

GladeValleySchoolFund 1988

AnnieBennettGlennFund 2010

MadlonandKirkGlennFamilyFund 2010

AliceO’KelleyGoodsonandWilliamA.Goodson,Jr.1991FamilyTrust

AliceJaneGoodsonFund 2011

WilliamA.andGeorgiaH.GoodsonFund 1968

LouisandMarciaGottliebFamilyFund 1996

MargaretN.GrahamArtFund 1942

DONOR-ADVISED FUNDS

NEW FUNDS IN 2012

FUND YEAR

ENDOWEDFUNDS


BernardandAnneHowellGrayAdvisedFund1998fortheCommunity

GreenAngelFund 1997

J.T.Greene,Jr.CharitableTrust 1995

EmilyGrousbeckFund 1988

HanesFamilyDowntownFund 2003

R.PhilipandCharlotteM.HanesCommunityTrust 1988

HarrisonFamilyFund 2001

SamandKathrynHauserFund 2005

ThomasineHerringHayesFund 2009

L.StephenHendrixFund 2001

EmilyMillisHiattFund 2010

JudithHootsFamilyFund 2005

B.F.HuntleyandJosephineHuntleyTrust 1997

DavidA.andRobertaW.IrvinFund 2000

JanewayFamilyFund 1996

W.T.andMaryCobbJenkinsFamilyFund 2005

BillJohnsonTrusttoBenefitStokesCounty 1999

FlorindaC.JohnsonCharitableFund 2005

GarlandJohnsonFundfortheBenefitofElkin2001PublicLibrary

J.MichaelJohnstonMemorialFund 1996

JonesFamilyFund 2006

LeonandReneeKaplanFund 1999

DaleandMaryKingFund 2004

L.AndrewKomanandLeighE.KomanFund 1999

ThomasJ.andLynneKoontzCharitableTrust 1996

A.ThadandMargaretW.LewallenAdvisedTrust 1994

A.J.LinvilleMemorialFund 2006

LippardTraumaticBrainInjury(TBI)Fund 2011

LowyFamilyFund 1997

LydiaPhillipsMcCabeAdvisedFund 1997

McGowenCharitableFund 1996

McGuirtFamilyFund 1996

J.FrankandLauraTurnageMcNairCharitableTrust 1996

WilliamandKimMeansCharitableFund 1996

MedlinCharitableFund 1994

JohnandKellyMerrittFamilyCharitableTrust 2007

HenryS.MillerAdvisedFund 2005

MollyMillisHedgecockFund 2010

JamesandDeborahMillis,Jr.Fund 2009

Dr.JohnH.andElizabethB.MonroeFund 2002

ElsieL.MorrisFund 1999

MorganFamilyCharitableTrust 2010

GeneandMargaretMotsingerFamilyFund 2006

MilandMarshNaugleFund 1999

NealFamilyFund 2001

LucianandRobieNealFund 2002

StephenL.NealAdvisedFund 1997

T.DavidNeillFamilyFund 1998

O’BrienFamilyFund 2005

SamC.Ogburn,Sr.andMaryCeileF.OgburnFund 2007

OrrFamilyCharitableTrust 1999

KatherineW.OtterbourgFund 2003

BarbaraandC.T.OverbyYouthGolfFund 2006

MarleneandCravenPageTrust 1997

DwightE.andAnnieE.PardueAdvisedFund 2004

HarryO.andMargaretW.ParkerFamilyTrust 2006

NathanE.andLisaJ.ParrishAdvisedFund 2007

EugeneandAnnPascholdFund 1996

BobPateMemorialFund 1987

PaulineDavisPerryFund 1996

L.GordonandJuneD.Pfefferkorn,Jr.Trust 1993

L.Gordon,Jr.andJuneD.PfefferkornTrust-2 1999

SteveandCarolynPhelpsFund 2011

PiedmontFederalFund 1993

RuthM.andCliftonE.PleasantsTrust 1990

MichaelJ.PollakTrust 1995

AshburnWrightWallPollockCharitableTrust 1994

FrancesandStevePorterFamilyFund 2010

BillyD.andDeborahPrimDonorAdvisedFund 2004

GladysCainPulliamandGradyR.Pulliam,Jr.Fund 2007

Realty-AnalytixTriadStewardshipFund 2009

DavidandDeborahRiceFund 1995

RoaringGapCommunityFundEndowment 2010

RoaringGapFundEducationEndowment 2011

T.WayneRobertsonMemorialFund 1998

RoslynTrust 2000

RubinFamilyFund 2000

TomandKathyRuckerCharitableTrust 2000

GuyandLizRudisillFund 1993

BenjaminandAvonRuffinFamilyFund 2007

JackandBettyRunnionFund 1996

PearlandRaySamsFamilyTrust 2000

PhoebeB.andWilliamM.Satterwhite,Jr.Fund 2005

DanielandLindaSayersCharitableFund 1996

MargaretScalesandGraydonPleasantsEndowment 2007

AndrewJ.andEllenN.SchindlerAdvisedFund 2004

AdrianR.andRobertD.ShoreTrust 1999

SKMCharitableFund 2004

KatieSleapMemorialFund 2005

ZachSmithFund 2009

F.ConardandJeanSnyderFund 2005

MorrisandLillianSosnikMemorialFund 1987

JonathanMarkSpaughMemorialCharitableFund 2010

WilliamA.andEleanorW.StarbuckAdvisedFund 2010

WilliamA.andEleanorW.StarbuckCharitableFund 2010

RufusT.StedmanMemorialFund 1931

NealieBelkStevensFund 1962

RichardandWendelStocktonFund 1997

JaniceKulynychStoryFund 1998

CharlesV.TaftFamilyCharitableTrust 1995

JohnA.andMargueriteB.TaylorFund 1986

Thompson/RotaryClubofWinston-Salem1950EducationalFund

ThorntonFamilyFund 2001

TuttleFamilyCharitableFund 2005

HarryandNancyUnderwoodAdvisedTrust 1994

MargaretM.UrquhartAdvisedFund 2001

CarolynH.VaughnFund 1997

WakeForestBaptistChurchFund 1992

WallFamilyTrust 2002

MaytriceWaltonFund 2010

WardFamilyAdvisedTrust 1995

SharonL.Washington-McBrydeMemorialFund 2005

BillandJudyWatsonFundfortheArts 2011

JeanandPhilWaughFamilyTrust 2001

EdwardKentWelchMemorialFund 2005

A.T.WilliamsOilCompanyFund 1988

A.TabWilliams,Jr.CrimePreventionFund 1996

FUND YEAR

Donor-Advised Funds, continued


A.TabWilliams,Jr.PublicEducationFund 1996

CatherineR.WilliamsFamilyFund 2003

JohnW.andDonnaH.WillinghamAdvisedFund 2006

DianaDyerWilsonEndowmentFund 1971

JaneButlerandJ.D.WilsonFamilyTrust 1983

PaulaWimmerMemorialFund 2006

AnnKingWindhamFund 2004

Winston-SalemDashBaseballCommunityTrust 1999

Winston-Salem/ForsythCountyEconomic1985DevelopmentFund

Winston-SalemForsythCountyExcellencein1982EducationEndowmentFund

Winston-SalemPoliceBenefitFund 1980

Winston-SalemRegionalAssociationofREALTORS2005CharitableFund

Winston-SalemTwinCityHostLionsClub1999EndowmentFund

WolfeFamilyFund 2000

Woman’sClubofWinston-Salem 1935

Women’sFundEndowment 2007

RickandLynWorfFund 1998

ElizabethL.WyethFund 1998

BryanD.andJoAnnM.YatesFund 2008

LynnandJeffYoungCharitableFund 2010

YasserandGeorgiaYoussefFamilyTrust 2008

YouthPhilanthropyInitiative 2004

BlancheRaperZimmermanFund 1986

Donor-Advised Funds, continued

FUND YEAR


DESIGNATEDANDAGENCY ENDOWMENT FUNDS

FlorenceCorpeningYWCAMissionFund EstablishedbytheYWCAtohonorFlorenceCorpeninguponherretirement

AthaleneCouchFund Establishedwiththeremainderofacharitabletrusttobenefitdesignatedcharities

VirginiaScullyHartMemorialFund EstablishedinmemoryofVirginiaHartbyherdaughterstosupporttheElkinPublicLibrary

JohnsonLegacyFundforArt EstablishedbyJoiaM.JohnsontosupportscholarshipsforstudentsstudyingatPenlandSchoolofCrafts,Inc.

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

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

LouiseandSamAdamsDesignatedFund 2005

JoyceAdgerEndowmentforBethesdaCenter 2009

EmilyAllenWildflowerPreserveProtection 2001andManagementEndowment

CelesteTuckerAlspaughMemorialTrust 1964

JohnWesleyAlspaughandCelesteTucker 1964AlspaughMemorialTrust–Children’sHome

AmericanRedCross(NorthwestNorthCarolina 1997Chapter)EndowmentFund

AmosCottage–HarryO.ParkerWingFund 2004

ArtsCouncilEndowmentFund 1957

ArtsforLifeEndowment 2008

AshburnTrust–BoweryMissionand 1970YoungMen’sHome

AshburnTrust–WorldVision 1970

AssociatedCharitiesFund 1928

SarahAustinChildDevelopmentCenterTrust 1995

SarahAustinFamilyServicesShelterTrust 1991

MaryRuthB.BarrettFund 2006

CelestinePateBassMemorialHospiceFund 2007

MarshallBBassBestChoiceCenter 1997EndowmentFund

MarshallBBassFundforSeniorServices 2008

MarshallBandCelestineP.BassEndowment 2008forSt.Anne’sEpiscopalChurchChildCareCenter

BillandHallieBeckerditeTrustFund 2010

NathalieL.BernardFund 1963

BigBrothers/BigSistersServices,Inc.Endowment 1996

MaryLeightBooeFund 1989

DanielandJoAnnBoucherIndustriesforthe 2004BlindEndowment

GertrudeandMorrisBrennerFund 1993

HalBrownfieldEndowment 2007

BuenaVistaMedianRestorationEndowment 2011

NickBunceFriendshipFund 2002

BryonTylerBurdickMemorialFund 1989

BessLeeBurkeMemorialFund 2003

AlbertL.Butler,Jr.andElizabethBahnsonButlerFund 2011

HughE.Bynum,Jr.andElizabethH.Bynum 2000MemorialFund-Designated

CalvaryBaptistChurchFund 1998

CampCivitanFund 1986

WilliamJoyceCampDogwoodEndowment 1995

DorothyM.CarpenterFund 2008

CarrFamilyFund–Designated 2006

TheCentersforExceptionalChildrenEndowment 2010

CentenaryUnitedMethodistChurch 1927SundaySchoolFund

PerryB.ClarkMemorialFundof 1987LeadershipWinston-Salem

A.F.ClementTrust–Designated 2011

JoelandBlancheClingmanCharitableTrust 2009

CommunityCareCenterforForsythCounty,Inc. 2007Endowment

CommunityMarrowDonorProgram,Inc.– 2000ForsythCountyAreaEndowment

NottieRiddleCookFund 1986

PlannedParenthoodDewittCordell 1987EducationEndowment

CrimestoppersEndowmentFund 1992

CrisisControlMinistry,Inc.EndowmentFund 1987

CrosbyEndowmentFund 1987

CrosbyScholarsEndowmentFund 2008

SeldenCundiffMemorialTrustfortheEndowment 2002ofHollyHavencarehomeofAIDSCareService,Inc.

BunnyandBillDavisHighlandScoutingFund 2000

ElkinPublicLibraryEndowment 2011

EnrichmentCenterEndowment 2006

AlexC.EwingNorthCarolinaSchooloftheArts 1999CampusFund

JohnH.Felts,M.D.Fund 2000

ForsythJailandPrisonMinistriesEndowment 2002

ForsythCountyDentalSocietyEndowment 2010

FriendshipForceofCentralNorthCarolinaFund 1987

GuyR.andFlorenceM.FulpCharitableTrust 2000

GallowayMemorialEpiscopalChurchEndowment 2009

GermantonUnitedMethodistChurchFund 2005

J.KirkGlennJr.Endowmentfor 2008CrisisControlMinistry

GoodwillIndustriesofNWNC,Inc.Endowment 1997

William(Billy)andMaggieGordonMemorialFund 1998forHawPondChurchofChrist

NEW FUNDS IN 2012 PURPOSE

FUND YEAR

ENDOWEDFUNDS


Unrestricted and Field of Interest Funds – continued on next page

GraceCourtTrust 1996

BowmanandGordonGrayTrust 1970

BowmanGrayTrust– 1970BowmanGraySchoolofMedicine

GordonGrayTrust– 1982BowmanGraySchoolofMedicine

JamesA.GrayEndowment 1946

JamesA.GrayForeignMissionFund 1948

GroupHomesofForsyth,Inc.Endowment 1993

HabitatforHumanityofForsythCounty 1999EndowmentFund–II

Mr.andMrs.F.BordenHanes,Jr.DesignatedTrust 2010

GordonHanesMemorialEndowmentfor 1995CrisisControlMinistry

JacobF.HanesFundforTheChildren’sHome 1935

JacobF.HanesFundforSuperannuated 1935MethodistMinisters

JoanH.HanesFund 1983

LewisLeeandSuzanneEllisHawleyMemorialFund 2008

CharlesE.andPaulineL.HayworthFund 1994

ThomasK.Hearn,Jr.–LeadershipWinston-Salem 2010Scholarship

HendersonEndowmentforGallowayMemorial 2010EpiscopalChurch

AdaHillandJesseDavisPowersFund 2005

MaryHillHabitatforHumanityFund 1996

LawrenceandWildaHineCharitableFund 2011

WilliamD.andJaneF.HobbsRector’s 2008DiscretionaryFundofSt.Paul’sEpiscopalChurch

JamesE.,Jr.andBettyJonesHolmesFund 1999

LawrenceByerlyHolt,MDMemorialFund 1988

RaymondB.Hooker,Jr.Fund–Designated 2000

HopeTrustofCrisisControlMinistry 1995

JudithandMarbryHopkinsEndowment 1996

LouiseS.HunterFund 2004

InstituteforDismantlingRacismEndowment 2009

ViolaandDwightJacksonMemorialFund 1999

EllaMaeJohnsonFund 1994

JohnsonFamilyCemeteryTrustFund 1999

JimmyJohnsonMemorialFund 2005

JunePorterJohnsonFundforSalemAcademy 2006andCollege

TreyJonesPhilmontScholarshipFund 2007

JuniorLeagueofWinston-SalemEndowmentFund 1998

PeterR.KelloggFundofRiverwoodTherapeutic 2006RidingCenter

JaneR.KennedyEndowmentFund 1989

LouisandGretchenKlaffTrust-Designated 2010

PetroKulynych/BlueRidgeParkway 2003FoundationEndowment

JohnW.LandinghamFund 2009

PeggyBowenLeightFund 2001

MaintenanceTrustforLewisvilleUnited 1998MethodistChurch

LittleTheatreEndowmentFund 1996

LloydPresbyterianChurchFund 2001

ReginaDerwinLoflandFund 2009

EliseAnnLongMemorialFund 1995

Love’sUMCCapitalNeedsFund 2008

Love’sUnitedMethodistChurchMemorialFund 2008

JenniferLowy-DockFund 1997

LowyFund–Shepherd’sCenter 2000

AnneandBillMagnessMeals-on-WheelsFund 2008

G.L.MillsapsMemorialTrust 2000

J.WilliamMoirCharitableTrust 2006

MontagueScholarshipMedalFund 1939

WilliamG.Montgomery,MDFundfor 1995SeniorServices

NationalTrustforHistoricPreservationinthe 1981UnitedStates

NorthCarolinaAcademyofPhysicianAssistants 1992Endowment

GeorgeS.NorfleetBibleFund 1932

ElizabethC.andRalphB.OgburnFund 1984

OldHickoryCouncil/CampRavenKnobEndowment 1989

OldHickoryCouncilEndowmentFund 1997

HarryO.andMargaretW.ParkerOphthalmology 2004ResearchFund

MargaretW.ParkerFundforAmosCottage– 2004Discretionary

MargaretW.ParkerFundforAmosCottage– 2004Operations

MargaretW.Parker–RonaldMcDonaldHouseof 1998Winston-SalemEndowmentFund

OtisB.andGenevieveW.ParrishEndowmentFundII 1992

OuterBanksReliefFoundationFund 2011

MaryA.PayneCharitableFund 2009

LucyPaynterFund 2005

PeaceHavenBaptistChurchofWinston-Salem 2010Endowment

FredTaylorPedenTrustofSt.Paul’sWilkesboro 2001

PenlandEndowmentforArtEducation 2010

PenlandSchoolofCraftsFund 1983

FrancisD.andFannieByrdSmithPepper,Sr.Fund 1997

FrancisD.andPhyllisCanupPepper,Jr.Fund 1997

LouiseA.PetersonTrust 2002

PfafftownJayceesDesignatedFund 2005

PiedmontOperaEndowmentFund 1987

KerrandNaomiPinnixDesignatedFund 2006

PinedaleChristianChurchFund 1997

JuliaDavisPollardMemorialFund 1969

OrphaMarieLeonardPopeFund 1986

RichardandBarbaraPopeTrust 1998

LarristonHillPowersMemorialFund 2005

PreservationNorthCarolina–Winston-Salem 1997RegionalOfficeEndowmentFund

KennethO.RaschkeLiteracyInitiativeTrust 1996

MaryNeilHendersonRiceDesignatedFund 2010

StephenG.RicheyMemorialFund 1986

WoodRichmondMemorialFund 1960

GoldingH.RiddleFund 1953

GoldingH.RiddleSt.Paul’sEpiscopalChurchFund 2001

RightTurnsforYouthEndowment 2003

JimmyRoddickFund 2010

RonaldMcDonaldHouseofWinston-Salem,Inc. 1985EndowmentFund

LorraineFlyntRudolphEndowmentFund 2004

St.Paul’sEpiscopalChurchEndowment 1946

St.Paul’sEpiscopalChurchMissionFund 1950

St.Paul’sWilkesboroEndowmentFund 2001

St.Philip’sEpiscopalChurchFund 1953

St.StephensEpiscopalChurchEndowment 1997

SamaritanMinistriesEndowmentFund 2001

SawtoothSchoolforVisualArtEndowment 1996

SawtoothSchoolforVisualArtScholarshipFund 1996

SecondHarvestFoodBankofNorthwest 1997NorthCarolinaFund

SeniorServices,Inc.Endowment 1994

R.Y.andEileenSharpeFund 1983

JamesReynoldsSheffield,Sr.and 1995JamesReynoldsSheffield,Jr.Trust

Shepherd’sCenterofGreaterWinston-Salem 2005EndowmentTrust

IrvingandMinnieSheppardMemorialFund 1999

FUND YEAR

Designated and Agency Endowment Funds, continued


SloanS.SherrillFund 1978

RichardEdmundShoreMemorialFund 2003

SiloamBaptistChurchEndowmentFund 1997

PaulandSaraSinalFund 1997

FrancesHorneSmithandHowardH.Smith 1968MemorialFund

GilbertW.andGailS.SpencerFund 2008

SprinkleMissionFund 1982

StaffordFundforBunkerHillCementery 2011

PearlFieldsStaffordFundforSalemAcademy 2011

LucyL.StedmanMemorialFund 1931

RuthStevensonStewardshipEndowment 2004

RalphandPeggyStocktonArborAcresFund 2006

SturmerSpayandNeuterFund 1993

SummitSchoolEndowmentFund 1959

RobertE.TaylorMemorialFund 1995

WilliamMillsandMargaretParksTaylorFund 2007

TowerFund 2008

TrinityCenterEndowmentFund 2000

BynumE.TudorFundforReynoldaHouseMuseum 2001ofAmericanArt

UnitarianUniversalistFellowshipEndowment 2002

UnitedWayCaringSharesEndowment 1990

UnitedWayJoelA.Weston,Jr. 1988MemorialEndowment

ForrestandGeneVoglerArtsEndowment 2008

H.andE.VoglerFund 1978

VoluntaryActionCenterTrainingEndowmentFund 1986

SpencerandNellWaggonerCharitableFund– 2005Designated

JohnandPaulineHootsWallerTrust 1999

InaB.WatsonTrust 2000

WilkesLibraryEndowment 2001

WilkesPlaymakersInc.Endowment 2007

Mr.andMrs.A.TabWilliams,Jr.Fund 1998

A.T.Williams,Jr.FamilyFundforSt.Paul’s 1993EpiscopalChurch

A.TabWilliams,Jr.Fundforthe 1996SalvationArmyofWinston-Salem

A.TabWilliams,Jr.St.Paul’sBuildingFund 2007

LuTelleSherrillWilliamsFund 1986

WillowandWoodyMemorialTrustforthe 2001RiverwoodTherapeuticRidingCenter

DianaDyerWilsonOrganMaintenanceFund 1993

Winston-SalemCivitanFund 2009

Winston-SalemDeltaFineArts,Inc. 1995EndowmentFund

Winston-SalemNationalLittleLeagueEndowment 2000

Winston-SalemPiedmontTriadSymphony 1999HeritageFund

Winston-SalemSymphonyChairEndowmentFund 1971

DorothyE.WolfCharitableFund 2010

WolfeFamilyCharitableFund 1996

Wolfe-SteeleYoungLifeTrust 1996

JaneGilbertWombleFund 2010

WilliamF.andJaneGilbertWombleFundfor 2010ArborAcres

WilliamF.andJaneGilbertWombleFundfor 2010SeniorServices

WorldLawFund 1994

BlandandAdaWorley/BlueRidgeParkway 1999FoundationTrust

HalG.WorleyEndowmentFund 2011

ChrisYarboroughMemorialSawtoothCenter 1998LibraryTrust

YMCAofGreaterWinston-SalemHeritageClub 1995Endowment

SpecialChildren’sSchool–JacquelineStyers 2001YoungFund

FUND YEAR

Designated and Agency Endowment Funds, continued


SINCE 1923 THE FOUNDATION’S STUDENT AID FUNDShave provided local students with the resources to pursue their academic goals. Donors may establish scholarships or grants to support students from a particular high school, church, or county, or for those who attend a specific

college or university.

STUDENT AID FUNDS

AzaleeClementsMemorialScholarship Establishedbyherson,MichaelClements,andwithmemorialsfromfamilyandfriendsofAzaleeClementstoprovidescholarshipstograduatinghighschoolseniorswhoattendChristChurchinBronx,NY

DenverLindley,Jr.ArtsScholarshipFund EstablishedasascholarshipfundforvisualartsstudentsfromDareCounty,NC

DouglasN.MarletteMemorialScholarshipFund EstablishedwithmemorialgiftsfromfriendsandfamilytosupportscholarshipsforstudentsattendingtheUNCSchoolofJournalismandMassCommunication

AlbertMorgan,Jr.andOliviaE.MorganScholarship EstablishedbyOliviaMorgantoprovidescholarshipsforgraduatinghighschoolseniorsplanningtoattendLivingstoneCollege,Winston-SalemStateUniversity,orNCAgricultural&TechnicalStateUniversity,andpursuingcareersinthefieldsofeducationorhospitality

HarryC.MorganMemorialScholarship EstablishedbyDavidR.Morganinmemoryofhisfathertoprovidescholarshipsforengineeringstudents

ClydeandMarthaAldridgeScholarship 2007

AnnieS.AlexanderMemorialScholarship 2009

KateAllredEducationGrant 2010

WilliamH.Andrews/HAWSScholarshipFund 1993

ZackH.BaconIVScholarship 2005

MarshallBBassEndowedScholarsProgramat2002Winston-SalemStateUniversity

MarshallBBassScholarsEndowmentProgramat2005ForsythTechnicalCommunityCollege

MarshallBBassScholarsEndowmentFundat2007LivingstoneCollege

MarshallBBassScholarsFundatVoorheesCollege 2004

F.A.andCharlotteBlountScholarship 2007

SamL.Booke,Sr.ScholarshipFund 1989

Boyles-EidsonScholarshipFund 2001

JeannaBrownMemorialScholarshipFund 1986

TienBuiMemorialScholarship 2007

BryonTylerBurdickMemorialFund 1989

WesBurtonMemorialScholarship 2005

CarverHighSchoolAlumniAssociationScholarship 2010

MarkCollierCaudillScholarship 2011

RayS.ChurchMemorialScholarshipFund 2006

A.F.ClementTrustforScholarships 2011

GwennStewardClementsScholarship 2009

ElmerandRosaLeeCollinsScholarship 2006

LloydE.andRachelS.CollinsScholarshipFund 2001

MaryRowenaCooperScholarshipFund 1991

RayandJackieCopeScholarshipFund 2005

D.C.CorneliusMemorialScholarshipFund 2004

SerenaD.DaltonScholarshipFund 1977

JosephE.DaviesScholarshipFund 2002

BunnyandBillDavisHighlandScholarshipFund 2000

OliverJoelandEllenPellDennyHealthcareScholarship 1985

JoyceandJimDickersonScholarshipFund 2000

DigestiveHealthSpecialistsScholarship 2010

WadeandMarceleneDuncanScholarshipFund 2004

BillyDwightMemorialScholarship 2011

EastForsythHighSchoolAlumniScholarship 2002

JamesM.andMaryP.EdwardsMemorialScholarship 2010

JamesL.EinsteinCollegeScholarshipFund 2009

MarleneMariePopeFlinchumScholarship 2001

ForsythCountyNursingScholarshipFund 1969

WilliamRagsdaleFroelichMemorialScholarship 2010

JoeE.Gaddy,Jr.andMargaretW.GaddyScholarship 1995

TheGardenClubCouncilofWinston-Salemand2004ForsythCountyScholarship

MatthewAlanGfellerMemorialScholarship 2009

ClaireTillsonGladdingScholarship 2010

JamesA.GrayHighSchoolAlumniScholarship 2002

JoshGrayMemorialScholarship 2010

RobinandDannyGreenspunMBAScholarship 2011

ClaudeB.HartMemorialScholarship 2004

WilliamT.HatchandMabelP.HatchScholarshipFund 1994

FredandMozelleL.HinshawScholarshipFund 1995

WalterR.HoagScholarshipFund 1990

FredColbyHobsonScholarshipFund 1994

BrevardR.Hoover,Jr.LeadershipAward 2007

I.W.HughesScholarshipFund 2008

SergeantMickeyHutchensLeadershipScholarship 2009

A.RuthHutchinsMemorialScholarship 2010

ElizabethLovingJamesMemorialScholarship 2007

JohnRussellJarmanScholarshipFund 1996

FloraRoyallJohnsonScholarshipFund 1996

StellaB.JohnsonScholarshipFund 1987

TrippJoyeMemorialScholarshipFund 2009

Kapp-WeaverScholarshipFund-GreensboroCollege 1997

NEW FUNDS IN 2012 PURPOSE

FUND YEAR

ENDOWEDFUNDS


Kapp-WeaverScholarshipFund–R.J.ReynoldsHigh1997School

J.LeeKeiger,Jr.FamilyFund 1999

DouglasGrayKimelScholarshipFund 2007

JoyceKohfeldtEndowmentforCrosbyScholars 2011

LambethFamilyScholarship 2011

LawEnforcementBenefitFund 1993

LawEnforcementFamilyScholarshipFund 1994

LeinbachChain-BreakerScholarshipFund 1992

WilliamH.LesterPackagingandGraphicsScholarship1990Fund

JohnnyLineberryMemorialScholarshipFund 2008

L.D.andElsieLongMemorialScholarshipFund 1980

Love’sUnitedMethodistChurchScholarshipfor2008ChristianEducation

Love’sUnitedMethodistChurchScholarshipFund 2008

EdwinE.andGraceKimreyMaddreyScholarshipFund2003

MarySpeerMartinScholarshipTrust 1997

R.BruceMatthewsStudentAssistanceFund 2010

MarkJamesMendenhallMemorialScholarshipFund 2009

MillenniumCharterAcademyCollegeScholarship 2007

JuliaYokeleyMillerMemorialScholarshipFund 1983

N.W.Mitchell/PiedmontFederalEndowed2003ScholarshipFund

GrayW.MockFamilyScholarship 2005

ChesterArzellandHelenMillerMontgomery2007ScholarshipFund

PaulHolcombMurphyMemorialFund 1983

PaulHolcombMurphyMemorialFund–Invested1983Income

MurraySupplyCompanyScholarship 2006

MichaelNachmanScholarshipFund 1995

EmmaKappOgburnMemorialFund 1946

EmmaKappOgburnMemorialFund–InvestedIncome 1946

OrthopaedicSpecialistsoftheCarolinas’Nursing2002Scholarship

WillisH.OverbyScholarship 2010

JeannetteAndersonParkerMemorialScholarshipFund 2008

OtisB.andGenevieveW.ParrishScholarship 2010

AliceCongerPattersonScholarship 2007

WilliamH.andLenaM.PetreeTrust 1996

L.Gordon,Jr.andJuneD.PfefferkornScholarship 2004

L.Gordon,Jr.andJuneD.PfefferkornScholarship2004FundforForsythTechnicalCommunityCollege

PhiloABCMemorialScholarshipFund 2001

PfafftownJaycees/LynnCanadaMemorialScholarship2005Fund

DeanPrimScholarshipFund 1989

RobertG.ProngayMemorialScholarship 2001

PattyBrendleRedwayFund 1996

KateB.ReynoldsScholarshipFund 1979

R.J.ReynoldsHighSchoolClassof1968Memorial1998ScholarshipFund

JohnS.andJacquelineP.RiderScholarship 2004

EvelynRippleWinston-SalemBetaSigmaPhi1996ScholarshipFund

Dr.EugeneRossitch,Jr.MemorialScholarshipFund 1998

SamuelK.RowlandTrust 1928

SalemLodge#139/RobertA.MillerMemorial 2011Scholarship

RayandPearlSamsScholarshipFund 1999

SamuelGriffinSeawellandPatsyMooreSeawell2008MemorialFund

RoyEugeneandCollieByrdSebastianMemorial1997ScholarshipFund

SharpeStudentLoanFund 1981

BruceSheltonScholarshipFund 1991

ThomasE.Shown,MDScholarshipFund 2006

JonathanLaRonSkinnerMemorialScholarship 2010

AnnLewallenSpencerScholarshipFund 1995

StultzScholarshipFund 1982

SummitSchoolOpportunityFund 2006

VirginiaElizabethandAlmaVaneTaylorNursing1966Scholarship

BillandCynthiaTessienScholarship 2011

JeffTurner-ForsythAudubonScholarshipFund 2005

NellandSpencerWaggonerScholarshipFund 2005

ArtandDannieWeberScholarship 2007

ArtandDannieWeberFundforForsythTechnical2007CommunityCollege

ErmaDrumWebsterFund 1996

A.T.WilliamsOilCompanyFundII-H.FrankSteelman2001Scholarship

A.T.WilliamsOilCompanyScholarshipFund 1998

A.TabWilliams,Jr.ScholarshipFund 2003

ElizabethT.WilliamsMemorialScholarship 1999

EdwinH.andLouiseN.WilliamsonEndowed2007Scholarship

TheWinston-SalemFoundationStudentLoanFund 1947

Winston-SalemHospitalsConsortiumNursing1981StudentLoanFund

EricaWolfeMemorialScholarshipFund 1998

WoodbineBigDreamsScholarship 2011

YadkinCountyAssociationofEducators(YCAE)1985ScholarshipFund

MarcusRaperZimmermanScholarshipFund1983

FUND YEAR

Student Aid Funds, continued


SCHOLARSHIP AND EDUCATION GRANTTHE WINSTON-SALEM FOUNDATION

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

involvement and should exemplify the Foundation’s core values of generosity, inclusion, integrity, and excellence.

The Foundation greatly appreciates the previously established student aid funds listed below that were combined to provide the initial funding for The Winston-Salem Foundation Scholarship and Education Grant. Contributions to the fund from the public are also welcomed as we seek to make our community stronger through the higher education of our youth.

GuyJ.Bridges,Jr.EducationalFund 2006

LeoCaldwellMemorialStudentLoanFund 1923

StanleyMichaelElrodScholarshipFund 2004

EmergencyLoanFund 1937

JohnL.GilmerStudentLoanFund 1947

JohnGoldMemorialFund 1976

AnnaHodginsHanesStudentLoanFund 1926

StanleyD.HartgroveMemorialScholarshipFund 1997

KeithJacksonMemorialFund 1976

AndrewLaneMemorialScholarship 2006

LasaterStudentLoanFund 1927

RachelTolsonLawMemorialScholarshipFund 2008

RickyDouglasMitchellScholarshipFund 2009

NorfleetMemorialFund 1976

LucySimmonsPuryearMemorialScholarshipFund 1994

W.N.ReynoldsStudentLoanFund 1931

M.D.StocktonEducationFund 1927

N.D.SullivanCharitableTrust 1971

GeorgeB.WhitakerMemorialStudentLoanFund 1927

Mr.andMrs.DavidFriedman

Mr.andMrs.J.CarltonDeaton

DaneandGretchenMartin

Ms.SaraFox

COMPONENT FUND YEAR

DONORS IN 2012


AEGFund

WilbaParrishBradyAdvisedFund

BruceT.andSusanB.BrownCharitableFund

CharlesA.andSallyP.CorpeningFamilyFund

Deem/TurnerCharitableFund

RobinandChristopherDeVaneAdvisedFund

Dr.CharlesH.andCarolynG.DuckettFund

BobandGayleEdwardsAdvisedFund

GeraldandLeeEvansFamilyFund

AlexanderC.EwingAdvisedFund

BobbyandBettyFaulknerFund

SusieandJohnGatesCharitableFund

GrosswaldFamilyCharitableFund

S.W.HarjesFund

H&RHoughFund

JMJCommunityInvestmentFund

PeterandKarenJohnsonAdvisedFund

LindsayFamilyFund

LudyMarieFund

WilliamL.andMonicaE.McSwainAdvisedFund

JamesH.Millis,Jr.FundforHighPoint

JamesH.Millis,Jr.Fund–Unrestricted

LeighThurstonMyersCharitableFund

RobertandMelanieNiblockCharitableFund

TomandMarilynNicholsonFund

NovantCommunityBenefitFund(Plyler)

NovantCommunityBenefitFund(Lyles)

NovantCommunityBenefitFund(Murphy)

NovantCommunityBenefitFund(Stone)

PrinceWilliamCommunityBenefitFund(Dailey)

PrinceWilliamCommunityBenefitFund(Danziger)

PrinceWilliamCommunityBenefitFund(Grzejka)

PrinceWilliamCommunityBenefitFund(Parr)

PurcellFamilyFund

PWBHealthyLifestyleFund

FrederickP.andGerriiS.SpachFund

StanleyFamilySuccessFund

Strother-MayerFund

VirginiaandJimSuttonAdvisedFund

CharlesTinsleyFund

DebbieS.WestbrookAdvisedFund

CynthiaWilliamsAdvisedFund

WilsonFamilyFund

WombleCarlyleFund

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

NON-ENDOWEDADVISED FUNDS

TomandJeanAdamsFund

DavidandLizAlbertsonFund

HannahAlbertsonFund

MarthaAlbertsonFund

ElmsandHarrietAllenAdvisedFund

GayleAnderson/CareyHedgpethFund

Dr.StephenG.andCynthiaAndersonAdvisedFund

Mr.andMrs.JamesN.AndrewsFund

ARCFund

MarieandGuyArcuriFamilyFund

DouglasD.ArnoldandLynnE.CalhounAdvisedFund

DanandMargaretAustellFund

Dr.KhosrowBahraniAdvisedFund

CharlesS.andBethD.BaldwinAdvisedFund

PamandBillBallAdvisedFund

R.BarrettFamilyFund

MarshallBandCelestineP.BassNon-EndowedAdvisedFund

MichaelandJulieBaughanFund

BillandLouiseBazemoreFund

EdwardS.andBarbaraT.BeasonAdvisedFund

StewartandTraceyBeasonCharitableFund

RanletS.andFrankM.Bell,Jr.AdvisedFund

Mr.andMrs.GrahamF.BennettAdvisedFund

BentleyFund

BillBentonNon-EndowedFund

DeborahL.BestAdvisedFund

Mr.andMrs.H.LeeBettisAdvisedFund

FrankL.BlumFund

PaulBreitbachFund

BrendleAdvisedFund

FeliceandRichardA.BrennerFund

MikeandWendyBrennerCharitableFund

JamesT.andBettyS.BrewerFund

BridgefordCharityFund

MichaelBrittFamilyFund

BrookfieldFund

GraceandJimmyBroughtonFund

HenriettaDibrellBrownAdvisedFund

KentonandAmyBrownFund

KirbyC.BrownFund

PattyandMalcolmBrownFund

RodneyC.andMarthaR.BrownFund

CallahanFamilyFund

CanaryFund

AngelaandWilliamCarrAdvisedFund

NEW FUNDS IN 2012

NON-ENDOWEDFUNDS


SusanCobbCarsonAdvisedFund

ThomasA.andKayB.CarterAdvisedFund

DavidandDeborahCasselsFund

Mr.andMrs.ThomasH.CaudleAdvisedFund

CavanaughFund

SteveandTonyaCavanaughHopeFund

HobartandAdelaideW.CawoodFund

ChuckandBobbieChambersAdvisedFund

DudleyC.andWinborneS.ChandlerFund

BarbaraF.ChathamAdvisedFund

JerryandBrendaCheekCharitableFund

ChristopherFund

NickandJenniferChryssonAdvisedFund

JeffT.andRenéF.ClarkAdvisedFund

PerryandKelliClarkCharitableFund

GwennS.andMichaelL.ClementsAdvisedFund

D.ElwoodandHelenH.ClinardFund

KirtanCoanandAlGreeneAdvisedFund

SophiaCodyAdvisedFund

RobertF.CoilAdvisedFund

GaryW.andVirginiaF.ColeAdvisedFund

DavidandCaroleCollinsFund

TeresaL.ConradFund

BarryandDottieCookFund

HarryCorpeningFund

JamesandBarbaraCorriganAdvisedFund

Dr.andMrs.RobertJ.CowanAdvisedFund

NancyandScottCramerAdvisedFund

CravenFamilyFund

JaneandPennCraverAdvisedFund

Mrs.ElizabethW.CrockettAdvisedFund

O.K.CrouchFamilyFund

RickandSaraCrowderCharitableFund

GraceL.CullinanAdvisedFund

JuliaC.CullinanAdvisedFund

WalkerM.CullinanAdvisedFund

S.G.DaleFund

BillandBettyGrayDavisAdvisedFund

Mr.andMrs.ThomasH.Davis,Jr.AdvisedFund

RichardandMaryDeanFamilyFund

DeatonFamilyAdvisedFund

LouisNelsonDibrellIIIFamilyFund

PatriciaAnnRudolphDixsonAdvisedFund

KayandDanDonahueFund

Mr.andMrs.JamesW.DouglasAdvisedFund

Mr.andMrs.ThomasS.DouglasIIIAdvisedFund

AshleyH.andGrahamP.DozierAdvisedFund

DaleE.andLuciH.DriscollAdvisedFund

NoelLeeDunnAdvisedFund

EaganBrothersLLCFund

DavidC.EaganFund

MaryM.EaganFund

RobertandAmyEglestonAdvisedFund

EisenbergFamilyAdvisedFund

JerryandJanetEnosFund

GeraldandAnnEschDonorAdvisedFund

LisbethC.EvansandJamesT.LambieAdvisedFund

FalkenFamilyFund

DonnaandMichaelFinaAdvisedFund

GaryG.andDianaB.FlemingFund

GaryFlowerAdvisedFund

RepresentativeDaleandSynthiaFolwellFamilyFund

ForsythMedicalCenterCommunityBenefitFund(Thomas)

T.VernonandJenniferK.FosterFund

AliceM.Foster-FickenFund

CecilandHenriettaFousheeAdvisedFund

SheilaF.andJohnC.FoxFund

AliceDibrellFreemanFamilyFund

BoandJennyFultonCharitableFund

NellaP.FultonAdvisedFund

PaulFultonNon-EndowedAdvisedFund

CamilleandJimGalloway,Jr.AdvisedFund

Dr.KennethR.Gallup,Jr.AdvisedFund

CarolineGambleCharitableFund

HaroldandPatriciaGarnerDonorAdvisedFund

JohnandLindaGarrouAdvisedFund

GfellerFamilyFund

JimandMaryAliceGibbsAdvisedFund

JohnMunroandFlavelMcMichaelGodfreyAdvisedFund

TedandJuliaAnnGoinsAdvisedFund

TonyandViGoldingFund

JudyS.andWilliamA.Goodson,IIIAdvisedFund

ThomasO.andLeesaL.GoodsonAdvisedFund

WilliamA.andGeorgiaH.GoodsonFund/GoodsonAdvised

WilliamA.andGeorgiaH.GoodsonFund/SaundersAdvised

KathrynHanesSnowAdvisedFund

C.BoydenGrayAdvisedFund

HunterGrayAdvisedFund

AlfaandGerryGunzenhauserNon-EndowedAdvisedFund

CarlotaG.HaberkernFund

HallFamilyFund

MarthaS.HancockandJamesA.Hancock,Jr.AdvisedFund

KelleyandDrewHancockAdvisedFund

HandsandFeetFund

AnnS.andF.BordenHanes,Jr.AdvisedFund

HelenC.HanesFund

JimHanesFund

MarcusHanesFund

RobinM.HanesFund

KathyandJimHardisonAdvisedFund

RobertB.andLisaB.HarrellNon-EndowedAdvisedFund

JohnandAnneHarrisonAdvisedFund

HashAdvisedFund

LindaAdairHatcherMemorialFundforEatingDisorders

CharlesH.andSusanR.HauserAdvisedFund

DickandKarenHedrickAdvisedFund

Dr.EugeneHeiseAdvisedFund

EdnaandJeffHelmsFund

JayandJaneHelveyAdvisedFund

TommyL.andPatriciaB.HickmanFamilyFund

PageDanielHillFund

DorisandWilliamHohmanNon-EndowedAdvisedFund

JulieHollandCharitableFund

JamesE.Holmes,Jr.andBettyJ.HolmesFund

HomebuildersAssociationofWinston-SalemCharitableFund

BobandGwynnHooksFund

HopeForTheHopeless–SpencerMeyerFoundationFund

MarkandBetsyHoppeFamilyFund

WavaHowardRunnymedeBeautificationFund

EricN.HoyleAdvisedFund

RobertC.andCatherineC.HuberAdvisedFund

TomandLuciaHughesFamilyFund

JohnW.HuntAdvisedFund

HunterFamilyFund

FrankandMargaretHunterFund

Mr.andMrs.DavidA.IrvinAdvisedFund

JimandDianneIsemanCharitableFund

SusanCameron(Ivey)AdvisedFund

FrancisandAdeleJamesAdvisedFund

Non-Endowed Advised Funds, continued


JarrahiFamilyAdvisedFund

JGAdvisedFund

ElizabethG.andStephenA.JohnsonCharitableFund

AnnandHalbertJonesCharitableFund

ChristopherandLucindaKellamJonesFund

MikeandBrookeJoyceFund

JSCGDonorAdvisedFund

PamandFredKahlAdvisedFund

DavidandRachelKatzerCharitableGiftFund

Mr.andMrs.WilliamB.Kay,Jr.AdvisedFund

SherryA.KellettFund

CharlieL.Kennedy,MDDonorAdvisedFund

RobertM.andMaryR.KerrAdvisedFund

NancyT.andRichardJ.KeshianFund

CorneliusVanstoryKingAdvisedFund

RobertW.andCandyE.KiserCharitableFund

EdithandBillKnottFund

D.JoyceKohfeldtFund

Mr.andMrs.HoraceRobinsonKornegay,Jr.AdvisedFund

PetroKulynychAdvisedFund

GilmourandNancyLakeAdvisedFund

LambethFamilyFund

SusanandGeorgeLautemannAdvisedFund

AnnetteM.LeightAdvisedFund

MargaretG.LeightAdvisedFund

MaryA.LeightAdvisedFund

KathyandMikeLewisFund

Lillie’sFriendsFoundationFund

LinebergerFamilyFund

Dr.A.StanleyandMaryMargaretLinkFund

GeorgeandSusanLittleAdvisedFund

ScottandMichelleLivengoodFund

MattandEmmieLongFund

FrankandKayLordAdvisedFund

DavidandLibbyLubinFund

GailLybrookAdvisedFund

JohnF.andAnnetteP.LynchFund

Dr.MarkP.MaierAdvisedFund

RichardA.andCarrieWallMalloyAdvisedFund

DeborahS.MarshallNon-EndowedAdvisedFund

Mr.andMrs.JamesE.MartinAdvisedFund

JanetandO.C.MartinIIIFund

Dr.RichardMarxAdvisedFund

MasichFamilyFund

DougandMaryAnneMaynardFund

DraneandBillMcCallAdvisedFund

ThomasP.andAnneB.McDowellFund

WalterMcDowellAdvisoryFund

SarahMurphyMcFarlandAdvisedFund

NancyDavisMcGlothlinFund

CathleenandRayMcKinneyFund

JohnandGraceMcKinnonAdvisedFund

J.P.McMichael,Jr.AdvisedFund

J.FrankandLauraTurnageMcNairAdvisedFund

ThomasC.McNeilandSandraB.McNeilAdvisedFund

JudsonJ.andAliceC.MilamFund

HofandKathrynMilamCharitableFund

CharlesW.MillerFund

MillerFamilyAdvisedFund

RichardH.andNolaG.MillerAdvisedFund

SusanDibrellMillerFamilyFund

MistIslandFoundationFund

J.FrankandLyndaK.MorrisAdvisedFund

FrankandMaryJoMurphyAdvisedFund

DanandBonnieMurphyCharityFund

Murphy-SmithFamilyFund

MurraySupplyCompanyAdvisedFund

WalterV.andMarthaW.MurrayAdvisedFund

RobertF.andBonnieL.NaasAdvisedFund

Mr.andMrs.LucianH.NealAdvisedFund

J.&J.NeelyAdvisedFund

DavidandScottieNeillAdvisedFund

Dr.andMrs.LewisH.NelsonIIIAdvisedFund

FredandLillianNordenholzFund

KeithandLisaNormanFamilyAdvisedFund

RobertS.andMarianneD.NorthingtonAdvisedFund

NovantCommunityBenefitFund(Aluko)

NovantCommunityBenefitFund(Conrad)

NovantCommunityBenefitFund(Evans)

NovantCommunityBenefitFund(Gordon)

NovantCommunityBenefitFund(Ketner)

NovantCommunityBenefitFund(Stolz)

NovantCommunityBenefitFund(Tillman)

NovantCommunityBenefitFund(Valentine)

NovantCommunityBenefitFund(Woodlief)

AnitaandTomOgburn,Jr.Fund

LaneyandMerrittOrrFund

JudithR.andSamuelH.OwenFund

BenC.andMildredW.PadenAdvisedFund

Mr.andMrs.CravenB.PageAdvisedFund

MaryBethandBobParkerFund

MargaretWeatherspoonParkerFund

BrookesH.ParrishFund

JoeandBrittParrishFund

JohnandDominiquePatrickFund

LucieandChuckPattonFund

CarolandRaymondPearsonCharitableFund

PeterPerretFundforYoungMusicians

CliffordandElizabethPerryAdvisedFund

FordandJeanenePerryAdvisedFund

WilliamH.Petree,Jr.andKatherineWeathersPetreeAdvisedFund

PfefferkornCompanyAdvisedFund

L.GordonandJuneD.Pfefferkorn,Jr.Fund

Mr.andMrs.StephenF.PhelpsAdvisedFund

DavidandIngridPisetskyAdvisedFund

WilliamPitserAdvisedFund

PittHopkinsSyndromeFund

MargaretScalesandGraydonPleasantsAdvisedFund

NancyandEdPleasantsAdvisedFund

Dr.HaroldC.PollardIIIFund

Dr.andMrs.EddiePollockAdvisedFund

RobertS.andWandaE.PoolFund

JaneandJoePotterFund

PrinceWilliamCommunityBenefitFund(Belden)

PrinceWilliamCommunityBenefitFund(Fairchild)

PrinceWilliamCommunityBenefitFund(Gary)

PrinceWilliamCommunityBenefitFund(Gutliph)

PrinceWilliamCommunityBenefitFund(Hoover)

PrinceWilliamCommunityBenefitFund(Magalski)

PrinceWilliamCommunityBenefitFund(Wine)



PrinceWilliamCommunityBenefitFund(Zurlo)

NanandTimProutCharitableFund

T.J.andNancyPulliamAdvisedFund

Mrs.ElizabethL.QuickAdvisedFund

GeorgeandSusanRaglandFund

RaineyCharitableFund

RamonaFund

ReavesFamilyCharitableTrust

BurtonandFrancesReiflerFund

DickandSandyRespessFund

ReynoldaRotaryBenevolenceFund

Dr.VadeRhoadesFund

LoriandPatRiazziFund

RichardT.RiceFund

RickeltonFund

JacquelineP.RiderAdvisedFund

RoaringGapEducationFund

RoaringGapFund

PaulineandNorwoodRobinsonFund

RoddickBenevolenceGiftTrust

MichaelandJillRogersFund

SuzieandDennisRossFund

CharlesandCourtneyRoweCharitableFund

DavidF.andMarthaWilsonRoweAdvisedFund

SteveandNancyRowellCharitableFund

MichaelandDeborahRubinAdvisedFund

CurtisFlyntRudolphAdvisedFund

CarverandBetsyRudolphAdvisedFund

SanfordHarrisonRudolphAdvisedFund

JamesM.andLorreC.RuffinFund

SarahShoreRuffinandDaltonD.RuffinAdvisedFund

JillRunnionFund

Dr.WilsonandMarciaRussellFund

SGKFund

Mr.andMrs.W.P.Sandridge,Jr.AdvisedFund

WilliamMadisonandPhoebeBarnhardtSatterwhiteFund

RobertD.andPamelaB.SaundersFund

ThomasD.andKatherineE.M.SchroederFund

TheServanthoodFund

BeverlyBrittonRudolphShawAdvisedFund

BillandShirleyShawFund

SherwoodForestElementarySchoolFund

AdrianandBobShoreAdvisedFund

Dr.ThomasE.ShownAdvisedFund

JoeB.andVirginiaL.SimpsonAdvisedFund

BuckyandDebbieSizemoreFund

MikeandBethSkorichAdvisedFund

BruceW.andSaraC.SmithAdvisedFund

KennyandAmySmithFund

BrantandKaySnavelyFund

JohnandNancySouthardAdvisedFund

SpaughFamilyFund

MaryJoW.andR.ArthurSpaughFund

AnnLewallenSpencerFund

NancySpencerAdvisedFund

MichaelW.SperryAdvisedFund

W.FletcherandAnnaB.SteeleFamilyFund

ShaunEdwardStewartFund

StratfordRotaryBenevolenceFund

RickandKateStrengAdvisedFund

RichardandNancySullivanFund

JohnJ.andBettyPrattSuttonAdvisedFund

SuttonFamilyFund

JackandCindySuttonFund

NancyKingTannerAdvisedFund

TargaceptTargaCareFund

JohnA.TaylorAdvisedFund

MargueriteB.TaylorAdvisedFund

ThomasTeagueFund

RonandMerleTedderCharitableFund

LouiseDibrellThebergeFamilyFund

JohnB.R.ThomasDonorAdvisedFund

F.NelsonTomlinsonAdvisedFund

Dr.andMrs.JamesF.TooleAdvisedFund

TriadAcademyScholarshipFund

TriantosFund

MaryKayTuckerAdvisedFund

AlexandElliottTurnerAdvisedFund

EleanorJamesVanceAdvisedFund

StuartF.andFrancesMcD.VaughnAdvisedFund

PeterandCarolVroomanAdvisedFund

SusanB.WallAdvisedFund

LeeWallaceFund

HansW.andElizabethK.WandersAdvisedFund

JackandJeanWardAdvisedFund

WilliamG.Ward,MDFamilyAdvisedFund

LeslieR.andRobertE.WarhoverAdvisedFund

BillandJudyWatsonFund

CorneliaK.WeiglandLachlanMacLachlanAdvisedFund

JohnM.andNancyKyleWellsandFrancesandC.C.GrahamFund

Mr.andMrs.P.EverettWellsIIIAdvisedFund

TogoD.West,Jr.AdvisedFund

HardenandJanetWheelerFund

WhitakerElementaryEndowmentFund

LouisaWhitakerAdvisedFund

WilliamA.WhitakerAdvisedFund

NancyandMontyWhiteAdvisedFund

ScottandLaurenWiermanAdvisedFund

PaulandJanWilesCharitableGiftFund

ArthurT.andCatherineR.Williams,IIIAdvisedFund

Dr.andMrs.S.ClayWilliams,Jr.AdvisedFund

JohnG.andPatriciaG.WilliardFund

Mr.andMrs.BenS.Willis,Jr.AdvisedFund

Mr.andMrs.H.NortonWillisFund

RobertM.WillisFund

Mr.andMrs.J.D.Wilson,Jr.AdvisedFund

W.T.WilsonAdvisedFund

IamFreeFromFund

WintersAdvisedFund

Winston-SalemRotaryBenevolentFund

Winston-SalemTwinCityHostLionsClubAdvisedFund

CalderandMarthaWombleAdvisedFund

ErnaandBillWomble,Jr.AdvisedFund

RalphH.WombleAdvisedFund

WilliamF.WombleAdvisedFund

w.u.r.k.s.CharitableFund

JamesandJohannaYoppFund

Mr.andMrs.ScottK.YoungCharitableFund

LynnandJeffYoungFund

StephenandBonnieZadesAdvisedFund

Mr.andMrs.NickG.ZegreaAdvisedFund



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

BlackPhilanthropyFund

DogParkatTanglewoodFund

EqualityWinston-SalemFund

FlowAutomotiveCompaniesScholarshipFund

FriendsoftheHollywoodCemeteryFund

GatewayEnvironmentalInitiativeFund

GreaterGiftInitiativeFund

GreenxscapesFund

NCGSFund

PeppercornChildren’sTheatreFund

CarlR.SappFieldEnhancementFund

HelenSimoneauDanseFund

ShaunEdwardStewartFund

TheatreOnCommonGroundFund

MichaelandBuffyWaltripCharitableFund

WaltripBrothersCharitableFund

PaulM.WilesScholarshipFund

Winston-SalemCommunityDevelopmentCollaborativeFund

TheWomen’sFundofWinston-Salem

TEMPORARY FUNDS

NON-ENDOWEDFUNDS


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

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

AbnerAlexanderIrrevocableLivingAnnuityTrust

ElmsandHarrietAllenUnitrust

StephenG.AndersonIrrevocableLivingUnitrust

JamesL.BarnhardtCharitableRemainderTrust

EdwardS.andBarbaraT.BeasonUnitrust

EdnaNewsomeBlanton2006CharitableRemainderAnnuityTrust

EdnaNewsomeBlanton2007CharitableRemainderAnnuityTrust

FrederickA.BlountandCharlotteF.BlountIrrevocableLivingAnnuityTrust

PatriciaAnnL.andGradyE.Boyles,Jr.2007CharitableRemainderUnitrust

AnnBlantonBreese2007CharitableRemainderUnitrust

HarryO.CorpeningCharitableRemainderUnitrust

AthaleneCouch2007CharitableRemainderAnnuityTrust

AthaleneCouch2007CharitableRemainderUnitrust

JoyceH.andJamesP.DickersonCharitableRemainderTrust

FrankE.andMaryB.DriscollCharitableRemainderTrust

ElizabethT.EdmondsonIrrevocableLivingAnnuityTrust

RitaD.FitzgeraldIrrevocableLivingAnnuityTrust

DonaldF.FolgerCharitableRemainderUnitrust

KathrynW.GarnerIrrevocableLivingUnitrust

J.BeesonGrubbsIrrevocableLivingAnnuityTrust

NancyandPaulGwyn2005IrrevocableLivingUnitrust

EdmundB.HopkinsIrrevocableLivingUnitrust

LucyKaplanIrrevocableLivingUnitrust

WilliamA.andEdithT.KnottIrrevocableLivingUnitrust

WilliamG.andAvaO.KoronisCharitableUnitrust

MaryAnnetteLeight2002CharitableUnitrust

DouglasLewisFamilyCharitableRemainderTrust

CurtisandSaraLongCharitableRemainderUnitrust

SaraS.andCurtisE.Long2005CharitableRemainderUnitrust

WilliamandDraneVaughnMcCallIrrevocableLivingUnitrust

NancyDavisMcGlothlinCharitableRemainderUnitrust

JohnB.andGraceD.McKinnonIrrevocableLivingUnitrust

BonnieB.andJamesC.MessickCharitableRemainderAnnuityTrust

MargaretW.ParkerCharitableLeadUnitrust

EmersonWalterPitts,Jr.2011CharitableRemainderAnnuityTrust

RuthFayPitts2011CharitableRemainderAnnuityTrust

C.EdwardPleasantsCharitableRemainderTrust

NancyT.PleasantsCharitableReminderTrust

RuthM.PleasantsIrrevocableLivingUnitrust

JPRiderCharitableRemainderTrust

F.ConardandJeanSnyderCharitableLeadAnnuityTrust

NancyH.SouthardIrrevocableLivingUnitrust

NancyS.SpencerCharitableRemainderTrust

EdwardE.StiversCharitableAnnuityTrust

JohnJ.Sutton,Jr.andBettyP.SuttonCharitableRemainderUnitrust

DavidH.TateIrrevocableLivingUnitrust

JesseC.Temple2007CharitableRemainderAnnuityTrust

L.FrancesS.TempleCharitableRemainderUnitrust

L.FrancesS.TempleandJesseC.TempleCharitableRemainderUnitrust

M.LouiseThomasCharitableRemainderUnitrust

LouveniaCoxTucker2006CharitableRemainderAnnuityTrust

HansW.WandersIrrevocableLivingUnitrust

ArthurG.andSusanneS.WeberCharitableRemainderUnitrust

A.TabWilliams,Jr.CharitableAnnuityLeadTrust

WillinghamIrrevocableLivingAnnuityTrust

MathildaG.WolfeCharitableRemainderUnitrust

W.F.WombleIrrevocableLivingUnitrust

H.C.Woodall,Jr.FamilyCharitableRemainderTrust

RomaLeeWoosley2005CharitableRemainderAnnuityTrust

CHARITABLE TRUSTS

CHARITABLE TRUSTS


THE BOOK OF MEMORY WAS ESTABLISHED in 1946 as a means of preserving the names of those in whose memory gifts were made to the

Foundation. These specially-commissioned, leather-bound books are displayed in the Foundation’s reception area and contain more than 8,900 names.

WilliamDaniel“Bill”Acton

MildredC.Alberter

TheHonorableAbnerAlexander

AncyAndersen

JoyceEllenMonteithBates

LillianJoyner“Joy”Bennett

JohnMichael“Mike”Boaz

Ernest“Bud”Bodenheimer

SamuelLewisBooke,Jr.

SidneyStuartBost,Jr.

ElissaEnslen“Lisa”Bouchillon

MaryAliceBurnsideBriley

PeterEricBrown

JohnnyCleoButcher

HowardE.Butner,Jr.

AltonZ.Canady

LucyMillerCarr

SaraVirginiaLyonsCarson

JoAnneAtkinsChadwick

GeorgeM.Chitty

AthaleneHartmanCouch

ConnieMarieCrawford

JamesMiltonCulbreth

CharlesFrederickDeleot,Jr.

Robert“Bob”Ervin

RodneyDuaneErvin

MauriceEdwardEverette

RobertJ.Faircloth

WilliamT.Fenimore,Jr.

EdwardVernonFerrell,Jr.

MarvinLemuelFerrell,Jr.

MargaretAliceWilliamsonGibson

WilliamAlexander“Bill”Goodson,Jr.

LawrenceG.Gordon

DonaldE.Gunlock

BenjaminJamesGurley

StephenP.Halstead

JamesG.Hamrick

AliciaJonesHanes

KirkWalterHarris

BarbaraB.Harvey

WestonP.Hatfield

JaniceLeeHauser

JosephAlbertHaymes,Jr.

JackHoey

DavidWallaceHolcomb,Jr.

StebbinsBrokenboroughIngram

JohnnieMaeJackson

BerniceCobbJones

MaryRobertsonJones

ColonelMilbourneL.Joye

TheodoreR.Keith

WarrenGamalielHardingKennedy

DavidN.Ketchie

ClayM.Kirkman,Jr.

EmmettH.“Sonny”Lacy,Jr.

EllenSmithLambeth

EdwinWinfred“Eddie”Linville,Jr.

RobertEugeneMarziano

JohnG.Medlin,Jr.

DavidR.Minter

EugeneMoney

DavidO.Murray

WilliamRandolph“Bill”Myers

JosephMartinParker,Jr.

AmyGatewoodParrish

LucyFain“Sookie”Peebles

Dr.JohnOlinPerritt,Jr.

PaulineDavis“Pinkie”Perry

RobertLouis“Bob”Quick

RonnieRayReynolds

GeorgeClarkeRigby

Rev.KennethWilliamRobinson

MiriamSilverman“Mimi”Rouzie

KennethDarrinRussell

ThomasAlbertSanders,Jr.

JohnWilliam“Bill”Sexton,Jr.

AlvinBarrettShepherd

AbrahamLincolnSherkIII

JamesNelsonSherrill,Sr.

AnneMercerKeslerShields

EleanorSueCox“E.Sue”Shore

RussellHenryShouse

EmileJ.Simone

AntoinetteMullinaxSkeeters

WilliamSamuelSmoak

AnnPapieskiSnelsire

MaryJoWootenSpaugh

JohnAddisonSpencer

NormanWilliam“Bill”Swanson

NevaTaylor

StuartC.Thomas

JackRichardTischler

VirginiaTucker

CharlesG.Vardell,Jr.

W.R.Weir,Jr.

JackM.White

JerryMichaelWhite

Dr.SylvesterW.Wooten

RuthEloiseKeeverYount

THE FOLLOWING NAMES WERE ENTERED INTO THE BOOK OF MEMORY IN 2012:

BOOKOFMEMORY


THE FOUNDATION’S LEGACY SOCIETY honors those generous individuals or couples who have established or added to permanent endowments at the Foundation or those who have made similar provisions for the Foundation through deferred or planned gifts, such as charitable bequests,

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

The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2012. On behalf of future genera-tions, we gratefully thank these donors for their plans to contribute to such an enduring legacy for our community.

THELEGACY SOCIETY

Anonymous(16)

Ms.KatherineActonandMr.GeraldSmith

Mr.andMrs.RayMitchellAgnew,Jr.

Mrs.SylviaF.Alderson

Dr.DonnaD.Alexander

Dr.andMrs.ElmsL.Allen

Ms.GayleN.Anderson

Dr.andMrs.StephenG.Anderson

Mr.andMrs.JohnAppel

Mr.W.A.Armfield,Jr.

Dr.andMrs.DonaldL.Armitage

Mr.andMrs.JerryArnold

Mrs.TeresaR.Ashburn

Drs.AnthonyandKatherineAtala

Mrs.DorothyAtkinson

Mr.andMrs.PhilipS.Auchincloss

Mr.RobertG.Auchincloss

Ms.LisaL.Austin

Mr.andMrs.BruceM.Babcock

Mr.andMrs.L.M.Baker,Jr.

Mr.andMrs.WilliamP.Baldridge

DavidL.andRobinC.Barnes

Mr.andMrs.RichardD.Barnes

Mr.andMrs.ZebE.Barnhardt,Jr.

Dr.andMrs.RollandBarrett

Mr.MarshallBBass

Dr.andMrs.EdwardS.Beason

Mrs.BarbaraC.Beattie

Mr.andMrs.FrankM.Bell,Jr.

Mrs.MarieBellin

BertBennettFamily

SamiOusleyBills

Mr.andMrs.R.GordonBingham

Mr.DavidB.Blanco

Dr.andMrs.FrederickA.Blount

Mr.andMrs.J.HalBolin

Mr.andMrs.HenryM.Booke

ClaudeandJudyBooker

Mr.andMrs.JulianR.Bossong

Mr.andMrs.GlennC.Boswell,Jr.

Dr.andMrs.EdwynT.Bowen,Jr.

Dr.EmmaJeanZ.Bowman

Mr.andMrs.GradyE.Boyles,Jr.

Dr.SherrillBraswell

Ms.SusanF.Braswell

Ms.AnnBlantonBreese

Mr.andMrs.J.PaulBreitbach

Mr.andMrs.MichaelBrenner

Mr.andMrs.PaulBriggs

Mr.andMrs.DouglasE.Broadway

Mrs.LenoraJ.Brown

Mr.andMrs.RoyallR.Brown,Jr.

Ms.HelenH.Bryngelson

Mr.JohnD.Budd

Mr.andMrs.JosephR.Budd

Mr.andMrs.RichardP.Budd

Mr.HoanBuiandMs.NgocNguyen

Mr.andMrs.CharlesNormanBunce

Dr.PatriciaP.Bundy

Mr.andMrs.JohnW.BurressIII

Mr.andMrs.K.BlaineBurton,Jr.

Mrs.DavidB.Butler

Ms.JaneCalloway

Ms.SusanM.Cameron

Dr.andMrs.W.DouglasCardwell

Dr.andMrs.KennethCarlson

Mrs.AnneMaddreyCarpenter

Mr.CoyC.Carpenter,Jr.

Ms.GenieCarr

Mrs.WilliamH.Carr

Mr.andMrs.HenryM.Carter,Jr.

Ms.PeggyC.Carter

Mr.andMrs.MarkC.Caudill

Mr.andMrs.C.RayCaudle

Mr.M.CampbellCawood

Mr.andMrs.CharlesW.Chambers

Mr.andMrs.ChristopherJ.Chapman

Mrs.NormaCharles-Sink

Mrs.BarbaraF.Chatham

Mr.andMrs.GeraldL.Chrisco

Mrs.HessieChurch

Mr.andMrs.RobertC.Clark

Mr.andMrs.GeorgeM.Cleland

Mr.andMrs.MichaelL.Clements

Mr.D.E.Clinard,Jr.

Mrs.BrendaK.Cline

Mr.andMrs.JohnWayneClodfelter

Mr.andMrs.GaryW.Cole

Mr.ElmerCollins

Mr.GeorgeL.Cooper

Mr.andMrs.HarryCorpening

Mr.andMrs.DavidL.Cotterill

Mrs.DonnaH.Craige

Mr.J.ScottCramerandMs.SelmaScott

Mr.andMrs.RobertL.Dalton,Jr.

Mr.JasonDaviesandMrs.JuliaFrost-Davies

Mr.G.FranklinDavis

Mr.JerryP.Davis

JohnandTerrieDavis

Mr.andMrs.RichardN.Davis

Mr.andMrs.WilliamA.DavisII

Ms.RebeccaM.Deaton

Mr.andMrs.AlbertJ.DeForestIII

Mr.andMrs.JosephR.Delia

Dr.andMrs.JohnW.Denham

Ms.JanM.Detter

Dr.andMs.JamesP.Dickerson

Mrs.MaryAnneDickson

Mr.andMrs.JamesH.Diggs

Mr.andMrs.JoeDillon

Mr.andMrs.DanielW.Donahue

Mrs.ElaineD.Dowdell

Mr.andMrs.BruceDowning

Mr.andMrs.GrahamP.DozierIII

Ms.GraceDraman

Mr.andMrs.DaleE.Driscoll

Mr.FrankE.Driscoll

Dr.andMrs.JosephB.Dudley

Ms.NancyDunn

Mr.NoelLeeDunn

Ms.MignonDurham

Mrs.JohnT.Eagan,Jr.

Mr.andMrs.FredG.Eidson

Mr.andMrs.JamesL.Einstein

Mr.andMrs.BarryEisenberg

Ms.AletaG.Ellison

Mrs.RobertA.Emken

Mr.andMrs.CharlesA.Essic,Jr.

Mr.andMrs.AlexanderC.Ewing

Dr.andMrs.JohnC.Faris

Mrs.RitaD.Fitzgerald

LEGACY SOCIETY MEMBERS


Ms.MarleneP.Flinchum

Mr.andMrs.VictorI.Flow,Jr.

Mr.GaryFlower

Mr.andMrs.DonaldF.Folger

Dr.andMrs.RobertV.Ford,Jr.

Mr.andMrs.JohnC.Fox

Mr.WoodyFox

Dr.andMrs.LarryW.Freeman

Mr.DavidW.Fuller

Mr.PaulFulton,Jr.

Mrs.JamesA.Fyock

Dr.andMrs.JoeE.Gaddy,Jr.

Mr.JohnK.Gallaher

Dr.andMrs.KennethR.Gallup,Jr.

Ms.KathrynW.Garner

Mr.HaroldR.Garrison

JohnandJaneGehring

Dr.andMrs.SamuelT.Gladding

Mr.andMrs.J.KirkGlenn,Jr.

Mr.andMrs.ThomasO.Goodson

Mrs.BryceGordon

JamesGore

NatashaGore

Dr.LouisN.Gottlieb

RichardandLianaGottlieb

Mr.VergilH.Gough

Mr.andMrs.BernardGray

Mrs.JamesA.Gray,Jr.

Mrs.J.T.Greene,Jr.

Mrs.ElizabethLovettGrover

Mr.J.BeesonGrubbs

Dr.CarylGuth

Dr.andMrs.PaulP.Gwyn

Mrs.WilliamN.Hailey

DrewandKelleyHancock

Mr.andMrs.JamesA.Hancock,Jr.

Mr.andMrs.RichardD.Hancock

Ms.CharlotteM.Hanes

Mr.andMrs.F.BordenHanes,Jr.

Mr.andMrs.FrankBordenHanes,Sr.

Ms.SusanF.Harris

Mr.andMrs.JohnHarrison

Mr.andMrs.PaulD.Harrison

Ms.VirginiaS.Hart

Mr.andMrs.DennisG.Hatchell

Mr.andMrs.SamHauser

Mr.PeterE.Hawley

Mr.andMrs.FredW.Hege

Mr.CharlesR.Hemrick

Ms.FrancesS.Hendrix

Mr.L.StephenHendrix

Mr.andMrs.A.B.HenleyIII

NickHennessee

Mr.andMrs.LeonardHerring

Mr.andMrs.MichaelC.Hetrick

Ms.EmilyMillisHiatt

Mr.HardinP.Higgins

Mrs.HarrellB.Hill

Mr.andMrs.J.GlennHilton

Mrs.AliceHinman

DorisHohman

Mrs.BarbaraWallHolcomb

Mrs.JamesE.Holmes,Jr.

Mr.andMrs.RobertA.Hoover

Drs.JudithandMarbryHopkins

Mrs.EdmundB.Hopkins

Mr.andMrs.BillyHunt

Mrs.JacquelineS.Hunt

Mr.JohnW.Hunt

Mr.andMrs.JuddHunt

Mr.andMrs.DavidA.Irvin

Dr.andMrs.NathanielIrvinII

Dr.andMrs.FrancisM.JamesIII

Ms.MaryJamisandMs.StarrJohnson

Dr.RichardJaneway

Mr.IanJankelowitz

Mr.andMrs.HarryJarman

Mr.andMrs.W.T.Jenkins,Sr.

Ms.JoiaM.Johnson

Mrs.FlorindaC.Johnson

Dr.andMrs.PeterC.Johnson

Ms.BeverlyJohnston

Mr.JamesW.Johnston

Mr.andMrs.ScottD.Jones

Mrs.R.WilliamJoyce

Ms.LucyKaplan

Mr.andMrs.WilliamB.Kay,Jr.

Mrs.J.LeeKeiger,Jr.

Mr.andMrs.StanhopeA.Kelly

Ms.SusanKerner-Hoeg

Mr.andMrs.TrumanT.Kiger

Mr.andMrs.JesseM.King

Mr.andMrs.PhilipG.Kinken,Jr.

Mr.andMrs.WilliamA.Knott

Ms.JoyceKohfeldt

Dr.andMrs.L.AndrewKoman

Dr.andMrs.ThomasJ.Koontz

BillandAvaKoronis

Ms.BrendaH.Kulp

Mr.PetroKulynych

Mr.andMrs.ArnoldN.Lakey

Mr.andMrs.DonnyC.Lambeth

Mr.JamesLambieandMs.LisbethEvans

Mr.andMrs.B.ThomasLawson,Jr.

TheHonorableMollyLeight

Mr.andMrs.A.ThadLewallenIII

Mr.andMrs.DouglasR.Lewis

Ms.ElizabethC.Lewis

NancyC.Lide

Mr.andMrs.StanleyLineberry

Mr.andMrs.JamesE.Lippard

Dr.andMrs.DanS.Locklair

Mr.JosephP.Logan

Mrs.CurtisE.Long

Mr.andMrs.WilliamLongyard

Mr.andMrs.FrankK.LordIII

Mrs.CarolinLowy

AnnetteP.Lynch

Ms.PattiAnnLynch

Mr.andMrs.E.ErwinMaddreyII

Mr.andMrs.ParkerMaddrey

Mr.andMrs.JohnMann

Ms.DebbieMarshall

Mr.andMrs.JamesE.Martin

Mr.DavidP.Masich

Dr.andMrs.K.FrankMcCain

Dr.WilliamMcCall,Jr.

Dr.BruceR.McCune

Mrs.NancyDavisMcGlothlin

Dr.TimothyMcGowen

Dr.W.FrederickMcGuirt

RayandCathleenMcKinney

Mr.andMrs.JohnB.McKinnon

Ms.SallyR.McLeod

Mr.andMrs.J.FrankMcNairIV

Mr.andMrs.WilliamL.McSwain

Dr.andMrs.WilliamE.Means

Mrs.JohnG.Medlin,Jr.

Mr.andMrs.DannyJ.Mendenhall

Mr.andMrs.JohnMerritt

Mr.JamesC.Messick

Mr.andMrs.JamesE.Messick,Jr.

Ms.MelanieMicale

Dr.andMrs.HenryS.Miller,Jr.

Mrs.BarbaraB.Millhouse

Mr.andMrs.JamesH.Millis,Jr.

Mrs.MollyMillisHedgecock

Mr.andMrs.NealMillsaps

Mr.RichardG.Mock

Ms.EllenN.Monahan

Dr.andMrs.JohnH.Monroe

Mr.andMrs.C.ArzellMontgomery

Mr.andMrs.TimothyR.Moore

Mr.andMrs.DavidR.Morgan

Ms.OliviaE.Morgan

Mr.andMrs.StevenC.Morgan

Mr.andMrs.DanielN.Moury

Mr.andMrs.MartyMyers

Mrs.MildredNaugle

Mr.andMrs.DavidB.Neal

Mr.DavidL.Neal

Mr.andMrs.LucianH.Neal

SteveNeal

Mr.andMrs.T.DavidNeill

Mr.andMrs.FredW.Nordenholz

Mr.andMrs.ChristophNostitz

Mr.ChesterT.Nuttall,Jr.

Dr.andMrs.DavidReeseO’Brien,Jr.

Mr.andMrs.SamC.Ogburn,Sr.

Mr.andMrs.L.GlennOrr,Jr.

Mr.andMrs.WillisH.Overby

Mr.andMrs.CravenB.Page

Mr.JohnV.Pappas

Mr.andMrs.DwightE.Pardue

Dr.andMrs.JohnS.Parks

Mr.ChristopherA.Parr

Rev.andMrs.NathanE.Parrish

Dr.andMrs.EugeneH.Paschold

Dr.JohnPatrickandDr.DominiquePatrick

Ms.JulieJ.Pearce

Mr.andMrs.G.CliftonPennell

Ms.BrendaB.Penney

Dr.andMrs.FrancisD.Pepper,Jr.

Mr.andMrs.CliffordW.Perry,Jr.

Mr.andMrs.TonyPetree

Mr.andMrs.L.GordonPfefferkorn,Jr.

Mr.andMrs.RossD.Pfeiffer

Mr.andMrs.StephenF.Phelps

Mr.EmersonWalterPitts,Jr.

Ms.RuthF.Pitts

Mr.andMrs.C.EdwardPleasants

Mr.GraydonPleasantsandMs.MargaretScales

Mrs.RuthM.Pleasants

Dr.MichaelJ.Pollak

Mrs.RichardE.Pope

FrancesandStevePorter

Legacy Society Members, continued


Mr.BillyD.Prim

Mr.J.TimothyProut

Mr.GradyR.PulliamIII

Mrs.ElizabethL.Quick

Mr.andMrs.H.ChrisRamm

Dr.DarielL.Rathmell

Mr.andMrs.JamesK.Reaves,Jr.

Mr.andMrs.HarryReavis

Mr.andMrs.PatrickRiazzi

Dr.andMrs.DavidG.Rice

Mr.andMrs.ThomasB.RiceIII

Mrs.JohnS.Rider

Mr.ClayV.Ring,Jr.

Mr.TobyW.Robertson

Mrs.EugeneRossitch

Mr.andMrs.CharlesRotgin,Jr.

Dr.andMrs.MichaelH.Rubin

Mr.andMrs.TomRucker

Mr.andMrs.C.GuyRudisillIII

Ms.AvonRuffin

Mr.DaltonD.Ruffin

Mrs.H.J.Runnion,Jr.

Ms.KarenSanders

Dr.andMrs.WilliamM.Satterwhite,Jr.

Dr.andMrs.DanielG.Sayers

Mr.andMrs.AndrewJ.Schindler

Dr.andMrs.RobertP.Schwartz

Mrs.AnthonyW.Seamon

Mr.RickSeamon

Ms.RebeccaAnnSebastian

Ms.MarionH.Sekerak

Mrs.RobertD.Shore,Jr.

Mrs.RosemaryV.Shortt

Dr.ThomasE.Shown

Mr.andMrs.PaulSinal

Mr.WillisSlaneandDr.CarolineChiles

Mr.andMrs.ArchieSmith

Mrs.RichardG.Smith,Jr.

Mr.JamesN.Smoak

Dr.andMrs.JohnK.Southard,Jr.

Rev.LauraSpangler

Ms.AnnLewallenSpencer

Ms.BetsySpencer

Mr.andMrs.JamesY.Spencer

Mrs.WilliamO.SpencerIII

Ms.GeorgiaSprinkle

EdwardEugeneandJeanJenningsStivers

Mr.andMrs.RichardStockton

Mr.andMrs.ThomasJ.Stopyra

Mrs.JaniceK.Story

Mr.andMrs.RichardL.Sullivan

Mrs.JohnJ.Sutton,Jr.

Dr.andMrs.CharlesV.Taft

Dr.andMrs.DavidH.Tate

Mr.andMrs.JohnA.Taylor

Mrs.MargaretTaylor

Mr.JesseC.Temple

Mr.andMrs.WilliamTessien

Ms.SylviaTheriault

Dr.andMrs.JohnB.R.Thomas

Ms.M.LouiseThomas

Mr.andMrs.StephenA.Thornton

Mr.andMrs.F.NelsonTomlinson,Jr.

Dr.andMrs.JamesF.Toole

Mrs.VirginiaB.Trivette

Mrs.LouveniaCoxTucker

Mrs.BynumE.Tudor,Jr.

Mr.JayTurnerandMs.TonyaDeem

Mr.andMrs.JohnL.Turner

RandallandClaireTuttle

Mr.andMrs.HarryB.UnderwoodII

Ms.MargaretM.Urquhart

Mrs.DeborahH.Vaughan

BobandCarolynVaughn

TriciaVaughn

Dr.andMrs.RamonVelez

Mr.andMrs.MichaelB.Wall

Mr.andMrs.HansWanders

Mr.andMrs.JohnF.Ward

Mr.andMrs.JosephWashington

Mr.andMrs.WilliamR.Watson

Mr.andMrs.PhilipR.S.Waugh,Jr.

Mr.andMrs.ArthurG.Weber

Dr.GlendaWeberandMr.WayneWeber

Mr.DennisH.Webster

Mr.andMrs.EdwinL.Welch,Jr.

Mr.andMrs.JoeWheliss

Mr.andMrs.ScottF.Wierman

Mr.andMrs.PaulM.Wiles

Mr.andMrs.JosephWilhem

Mr.andMrs.A.TabWilliams,Jr.

Mr.andMrs.ArthurT.WilliamsIII

Ms.CynthiaA.Williams

Mr.StephenT.Williams

Mr.B.J.Willingham

Mrs.FrancisF.Willingham

Mr.andMrs.JohnW.Willingham

Mr.andMrs.J.D.Wilson,Jr.

Mr.R.M.Wilson

Mr.WilliamT.WilsonIII

Ms.BettyS.Winslow

Mr.andMrs.SteveWohlford

Mr.andMrs.HarryH.Wolfe

Dr.andMrs.JohnR.Wolfe

RochelleWolfe

Mrs.CalderW.Womble

Mr.RalphWombleandMs.AshleyEdwards

Mr.andMrs.WilliamF.Womble

Mr.H.C.Woodall,Jr.

Ms.RomaLeeWoosley

Dr.andMrs.RichardC.Worf

Mrs.HalG.Worley

BryanandJoAnnYates

Ms.MeganMcSwainYeatts

Mr.andMrs.KarlF.Yena

Mr.andMrs.C.J.Young

Dr.andMrs.DouglasM.Young

Mr.andMrs.YasserYoussef

Legacy Society Members, continued

BOTH THE FOUNDATION AND THE COMMUNITY are grateful for these gifts to the Community Fund, the Community Leadership Fund,

and the Book of Memory — from the smallest to the largest. Collectively these contributions reflect that the Foundation’s mission — to invest in our community by making philanthropy and its benefits available to all — is alive and well. For a list of 2012 donors to other named funds, please visit our Web site at www.wsfoundation.org.

Mr.andMrs.FrankM.Bell,Jr.

Mr.andMrs.J.ScottCramer

Mr.NoelLeeDunn

Mr.CharlesR.Hemrick/Mrs.NormaCharles-Sink

Mrs.HarrellB.Hill

Mr.andMrs.L.GordonPfefferkorn,Jr.

TheSenahC.&C.A.KentFoundation

VISIONARIES – $5,000 OR MORE

BENEFACTORS – $2,500–$4,999

AbbotDowning–AWellsFargoCompany

Dr.DavidAlbertsonandDr.LizAlbertson

Dr.andMrs.ElmsL.Allen

Anonymous(2)

Mrs.RobertF.Armfield

Mr.andMrs.BruceM.Babcock

Dr.andMrs.RollandBarrett

Mr.andMrs.HenryM.Booke

Dr.JamesDavidBranch

Dr.andMrs.WilliamC.Bray

Mr.andMrs.JohnW.BurressIII

Dr.andMrs.KennethCarlson

Mr.andMrs.GeorgeM.Cleland

Mr.andMrs.DavidL.Cotterill

Mr.andMrs.DaleE.Driscoll

Mr.andMrs.FrankE.Driscoll

Mr.andMrs.VictorI.Flow,Jr.

Mr.PaulFulton,Jr.

Ms.SandraKGallant

Mr.andMrs.JohnL.W.Garrou

Mr.andMrs.TomGibbs

GlennFamilyFoundation

Mr.andMrs.ThomasO.Goodson

GroverC.andJaneC.McNairCharitableFoundationTrust

Ms.JudithB.Halverson

Mr.andMrs.F.BordenHanes,Jr.

Mr.andMrs.CharlesH.Hauser

Mr.andMrs.RichardD.Hensel

Mr.andMrs.TommyL.Hickman

Dr.andMrs.FrancisM.JamesIII

Mr.andMrs.WilliamB.Kay,Jr.

Mr.andMrs.J.GilmourLake

Mr.andMrs.GeorgeC.Lautemann

Mr.andMrs.W.RandolphLoftis,Jr.

Mr.andMrs.FrankK.LordIII

Mr.DavidP.Masich

Mr.andMrs.LucianH.Neal

Mr.andMrs.L.GlennOrr,Jr.

Mr.JohnV.Pappas

Mr.andMrs.StephenF.Phelps

Mr.GraydonPleasantsandMs.MargaretScales

ReynoldsAmericanFoundation

Mr.andMrs.RichardO.RogersIII

Mr.andMrs.AndrewJ.Schindler

Mr.WillisSlaneandDr.CarolineChiles

Ms.NancyS.Spencer

KateandRickStreng

Mr.andMrs.JohnA.Taylor

Mr.andMrs.F.NelsonTomlinson,Jr.

Mr.andMrs.MichaelA.Trawick

Ms.SusanB.Wall

Mr.andMrs.R.MichaelWells,Sr.

Mr.andMrs.H.VernonWinters

Mrs.CalderW.Womble

ADVOCATES – $1,000–$2,499

Mr.andMrs.MichaelBrenner

TheStricklandFamilyFoundation

Dr.EdwardAbrahamandMs.Norma-MayIsakow

Mr.andMrs.ThomasR.Adams

Mrs.AmyP.Barnhardt

Mr.andMrs.GrahamF.Bennett

Mr.WilliamG.Benton

Mr.andMrs.R.GordonBingham

Dr.andMrs.MalcolmBrown

Mr.andMrs.AustinByrne

Mr.andMrs.RonaldJ.Clein

Dr.MatthewCullinanandMs.AnnaReilly

Mr.andMrs.RichardN.Davis

Dr.andMs.JamesP.Dickerson

Mr.andMrs.ThomasS.DouglasIII

Mrs.ElaineD.Dowdell

Dr.andMrs.JosephB.Dudley

Mr.JamesE.GayIII

Mr.andMrs.MurrayC.Greason,Jr.

GreaterWinston-SalemChamberofCommerce

KelleyandDrewHancock

Mr.andMrs.JamesG.HanesIII

Mr.WilliamE.Hollan,Jr.

Dr.andMrs.PaulE.Horton

Mr.EricN.Hoyle

Mr.JohnW.Hunt

Mr.andMrs.GordonW.Jenkins

Mr.andMrs.StanhopeA.Kelly

ProfessorRoganKershandMrs.SaraPesek

Dr.andMrs.ThomasJ.Koontz

Mr.andMrs.JeffreyLawyer

AnnetteM.Leight

LudyM.StrotherCharitableLeadAnnuityTrust

Ms.DebbieMarshall

Mercedes-BenzofWinston-Salem

Mr.andMrs.C.EdwardPleasants

Mr.ClayV.Ring,Jr.

Mr.andMrs.EdRobins

Mr.andMrs.W.P.Sandridge,Jr.

Mr.W.DavidShannon

Mr.G.DeeSmith

Mr.andMrs.RobertC.Vaughn,Jr.

Dr.andMrs.BruceD.Walley

Mr.andMrs.HansWanders

Mr.andMrs.ScottF.Wierman

Mr.andMrs.JohnW.Willingham

Mr.andMrs.WilliamF.Womble,Jr.

SUPPORTERS – $500–$999

DONORSTOTHECOMMUNITYFUND,THECOMMUNITYLEADERSHIPFUND,ANDTHEBOOKOFMEMORY


Dr.JonAbramsonandDr.CynthiaLees

Dr.andMrs.DavidH.Allen

Anonymous(8)

Mr.andMrs.JohnAppel

Mr.andMs.JamesW.Armentrout

Dr.andMrs.DonaldL.Armitage

Dr.andMrs.PhilipR.Aronson

Mr.andMrs.PhilipS.Auchincloss

Mr.DanW.Austell,Jr.

Mr.WesleyBailey

Mr.andMrs.CharlesS.BaldwinIII

BankofAmericaCharitableFoundation

Mr.andMrs.H.GradyBarnhill,Jr.

Dr.andMrs.EdwardS.Beason

Mrs.JeanS.Blanton

Dr.FrederickA.Blount

Mr.andMrs.JackE.Blunk

Dr.AnnQ.Bogard

Dr.andMrs.EdwynT.Bowen,Jr.

Mr.andMrs.GradyE.Boyles,Jr.

Mr.H.MichaelBritt

Dr.RichardBrodkinandMs.LoisBuerkle

Mr.andMrs.RichardP.Budd

Mrs.MarthaH.Butner

Ms.SylviaJ.Caldwell

Mr.CoyC.Carpenter,Jr.

Mr.andMrs.AustinH.Carr

Ms.GenieCarr

Ms.JoEllenCarson

Ms.PeggyC.Carter

Mr.M.CampbellCawood

Mr.andMrs.TerryA.Clark

Mr.andMrs.HarrisF.Clein

Mr.andMrs.MichaelL.Clements

Mr.D.E.Clinard,Jr.

Mrs.SophiaS.Cody

Mr.andMrs.JamesH.Corrigan,Jr.

Ms.ShariCovitz

Mr.GregA.Cox

Mr.andMrs.MarcusB.Crotts

Mr.andMrs.RichardM.Crowder,Jr.

Ms.LaRueP.Cunningham

Mr.andMrs.RobertL.Dalton,Jr.

Dr.CourtlandH.Davis,Jr.

Mr.andMrs.JohnW.DavisIII

Mr.andMrs.WilliamA.DavisII

Ms.RebeccaM.Deaton

Mr.andMrs.DanielW.Donahue

Mr.andMrs.CharlesT.Douglas

Mr.RoddeyDowd,Sr.

Ms.NancyDunn

Dr.andMrs.WilliamElesha

Mrs.AureliaEller

MarvinL.Ferrell

Mr.TomFerrell

Mr.andMrs.MichaelJ.Fisher

Mr.andMrs.JerryFrancis

Mr.andMrs.DavidFreedman

Mr.andMrs.WilliamH.Freeman

Ms.CiciFulton

Mr.JohnK.Gallaher

Mr.andMrs.RobertJ.Gfeller,Jr.

WilliamA.Goodson

Mr.andMrs.WilliamA.GoodsonIII

Dr.LouisN.Gottlieb

Mrs.EmmaGraham

Mrs.J.T.Greene,Jr.

Mr.andMrs.EdwardW.Griggs

Mr.JonathanD.Halsey

Mr.andMrs.JamesA.Hancock,Jr.

Mrs.MiriamS.Harmon

Mr.andMrs.JohnHarrison

Mr.andMrs.DennisG.Hatchell

Mr.andMrs.JosephC.HedgpethII

Dr.andMrs.EugeneR.Heise

Mr.andMrs.RobertH.Holliday,Jr.

Dr.andMrs.RobertHolmes

Mrs.E.R.Howard

Mr.andMrs.CraigHulighan

Mr.andMrs.G.DudleyHumphrey

Mrs.JacquelineS.Hunt

ImmediaPrint

Mr.andMrs.JamesM.Iseman,Jr.

Mr.andMrs.ThomasC.Jackson

Dr.andMrs.AliJarrahi

Mr.JohnC.Jessup

Ms.BettyW.Johnson

Mr.andMrs.DouglasS.Jones

Dr.andMrs.F.WhitneyJones

Ms.SherryA.Kellett

Dr.andMrs.DavidL.Kelly,Jr.

Mr.M.CarlyleKinlaw,Jr.

Mr.andMrs.WilliamA.Knott

Mr.andMrs.CharlesW.Kraft

Ms.JudyLambeth

Mr.andMrs.ThomasW.Lambeth

Mr.andMrs.RobertA.J.Lang

Mr.andMrs.B.ThomasLawson,Jr.

Mr.andMrs.BruceLevin

Mr.andMrs.JamesE.Lippard

Mr.andMrs.JohnF.LynchIII

Dr.andMrs.WilliamMcCall,Jr.

Dr.JamesA.McCool

Mrs.MargaretF.McIver

Mr.andMrs.JohnB.McKinnon

Mr.andMrs.DennisW.McNames

Dr.andMrs.J.WayneMeredith

Mr.andMrs.DavidL.Meyer

Dr.andMrs.JayMichael

Mrs.PhilipMichalove

Mid-SouthProperties

Dr.andMrs.HenryS.Miller,Jr.

Mr.andMrs.WardB.Miller

Ms.EllenN.Monahan

Mr.andMrs.KennethF.Mountcastle,Jr.

Ms.JudyMountjoy

Mr.andMrs.R.FrankMurphy

Mr.andMrs.DavidB.Neal

Dr.andMrs.LewisH.NelsonIII

Dr.VirginiaK.Newell

Mr.BenjaminNoland

Mrs.MaryB.O’Connor

Mr.CharlesJ.PalmerIII

Mrs.ZettaF.Parks

Mr.andMrs.CharlesC.Patton

Dr.andMrs.V.PaulPauca

Mr.andMrs.JohnR.Perkinson,Jr.

Mr.andMrs.CliffordW.Perry,Jr.

Ms.SusanPfefferkorn

Mr.andMrs.CliffPurcell

Mr.andMrs.GeorgeA.Ragland

Dr.MaeL.Rodney

Ms.DaisyRodriguez

Mrs.WalterRoufail

Mrs.DianaA.Salmons

Mr.andMrs.J.RobertSanders,Jr.

Mrs.ClemensSandresky

Mr.andMrs.WilliamW.Shaw

Mr.andMrs.KennethN.Sisk

Mr.andMrs.J.ToddSlate

AmyK.SmithandKennySmith

Mrs.MaryM.Smoak

Mr.R.ArthurSpaugh

Ms.SheryllStrode

Mr.andMrs.BenW.Thomason,Jr.

Mr.andMrs.J.KennethTorreyson

Mrs.VirginiaB.Trivette

Mr.andMrs.ErlingS.Tronnes

Mr.andMrs.DavidC.Twine

Mr.andMrs.StuartF.Vaughn

Mr.andMrs.WilliamR.Wallace,Jr.

WalnutCoveColoredSchool

Mr.andMrs.J.DudleyWatts,Jr.

Mr.andMrs.DavidC.Wesson

Mr.andMrs.HardenB.Wheeler,Jr.

Mr.andMrs.WilliamT.WhitakerII

WilcoHess

Mr.andMrs.J.TracyWilkerson

Ms.CynthiaA.Williams

Mr.andMrs.JohnG.Williard

Mr.andMrs.BenS.Willis,Jr.

Mr.andMrs.J.D.Wilson,Jr.

Mr.WilliamT.WilsonIII

Ms.AnnKingWindham

Mr.JohnG.WolfeIII

Mr.andMs.JamesE.Yarbrough,Jr.

Mr.RalphW.Yokeley

PHILANTHROPISTS – UP TO $500


LIABILITIES AND NET ASSETS

LIABILITIES:

Amountswithheldfromemployees $5,200 $6,141

Agencydeposits 1,185,295 2,113,148

Splitinterestassetsheldintrust(Note1) 38,242,912 34,927,740

Totalliabilities 39,433,407 37,047,029

UNRESTRICTEDNETASSETS:

Discretionary 27,191,094 28,137,182

Fieldofinterest 25,198,149 24,664,862

Scholarship 17,860,500 16,368,644

Studentloan 1,370,176 1,453,203

Donoradvised 116,095,115 96,118,668

Donordesignated 62,608,627 57,254,723

Agencyendowments(Note2) 15,453,717 14,006,930

Realestate 3,938,892 4,100,878

Administrative 814,539 (2,157,370)

Totalnetassets 270,530,809 239,947,720

COMMITMENTS(Note3)

TOTAL LIABILITIES AND NET ASSETS $309,964,216 $276,994,749

Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $23,790,117 and $22,782,825 as of December 31,

2012 and 2011, respectively.

Note 2: For audited financial statements, Statement of Financial Accounting Standards No. 136 classifies agency endowments as liabilities instead of net assets. However, these endowments are legal assets

of the Foundation and therefore are shown as net assets in these unaudited finanicals to mirror their treatment on the Foundation’s Form 990.

Note 3: Unpaid grant commitments from endowed funds approved by The Winston-Salem Foundation Committee amounted to $1,587,165 and $2,123,159 at December 31, 2012 and 2011, respectively.

FINANCIAL OVERVIEW

COMBINED STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS (MODIFIED CASH BASIS) DEC. 31, 2012 AND 2011

ASSETS 2012 2011

Cashandcashequivalents $19,896,356 $12,444,297

Securities 227,843,551 205,608,654

RECEIVABLES:

Studentloans 1,058,678 1,081,852

Notes - 20,033

Investmentinpartnerships 17,228,255 16,792,057

Assetsheldintrust–realestate 3,612,275 4,174,211

Building,improvementsandequipment 997,469 994,840

Splitinterestassetsheldintrust(Note1) 38,242,912 34,927,740

Otherassets 1,084,720 951,065

TOTAL ASSETS $309,964,216 $276,994,749

[ 6 4 ] F I N A N C I A L O V E R V I E W t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

COMBINED STATEMENTS OF RECEIPTS, DISBURSEMENTS, AND CHANGES IN NET ASSETS (MODIFIED CASH BASIS)YEARS ENDED DEC. 31, 2012 AND 2011

CHANGE IN NET ASSETS 2012 2011

RECEIPTS:

Donationsandbequests $29,742,196 $36,188,414

Interest,dividends,andotherinvestmentincome 3,680,965 4,867,192

Otherreceipts 161,758 270,477

Totalreceipts 33,584,919 41,326,083

DISBURSEMENTS:

Grants 20,215,868 20,865,232

Executiveofficeoperations 2,792,721 2,667,376

Trusteebanks’andinvestmentmanagementfees 676,077 63,797

Brokeragefees 40,759 27,421

Otherdisbursements 364,121 318,023

Totaldisbursements 24,089,546 23,941,849

RECEIPTSOVERDISBURSEMENTSBEFORENETREALIZEDANDUNREALIZEDGAINS(LOSSES) 9,495,373 17,384,234

NETREALIZEDANDUNREALIZEDGAINS(LOSSES) 21,087,716 (6,544,379)

INCREASEINNETASSETS 30,583,089 10,839,855

NET ASSETS

BEGINNING OF YEAR $239,947,720 $229,107,865

END OF YEAR $270,530,809 $239,947,720

03 03

207

15

18

21

31 31

24

1719

2120211

227245

269277

310

273289

300

04 0405 0506 0607 0708 0809 0910 1011 1112 12

TOTAL ASSETS (in millions) TOTAL GRANTS PAID (in millions)

These financials represent information for The Winston-Salem Foundation only and do not include the consolidation of two supporting organizations, The Millennium Fund and Partners for Homeownership, Inc.

For a complete copy of the 2012 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at [email protected], or visit our Web site at www.wsfoundation.org.

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F I N A N C I A L O V E R V I E W [ 6 5 ]

LINDAGARROU

JANETP.WHEELERViceChair Retired Vice President R.J. Reynolds Tobacco Company

J.ANDREWSHANCOCKChair

President Frank L. Blum Construction Company

TOMMYHICKMANSecretary Senior Vice President – Operations R.J. Reynolds Tobacco Company

DR.GARYGREEN STANKELLY

MIKEWELLS

DAVIDAW.MARTIN

CYNTHIAA.WILLIAMS

Former N.C. State Senator

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

Partner Wells Jenkins Lucas & Jenkins

President Forsyth Technical Community College

M.CARLYLEKINLAW,JR.,CFAFinancial Advisor Merrill Lynch Retired Senior Vice President Bank of America

CORENANORRIS-MCCLUNEYCounsel Kilpatrick Townsend & Stockton

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

Executive Vice President Wells Fargo

Forsyth County Attorney

COMMITTEETHE WINSTON-SALEM FOUNDATION

THE COMMUNITY FOUNDATION CONCEPT that Colonel Francis Fries brought to Winston-Salem in 1919 included a critical role for community leaders. The Foundation is fortunate to have an extraordinarily dedicated and generous group of community volunteers on its Foundation Committee, which is the primary governing body of the organization, as well as on its supporting committees, which are listed on the following page.

H.VERNONWINTERSTreasurer Retired Chief Investment Officer Mellon Financial Corporation

[ 6 6 ] F O U N D AT I O N C O M M I T T E E S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

STANKELLY

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

GordonW.Jenkins,Chair

JohnW.Burress,III

RobbieO.Chandler

MarianM.Douglas

LynnEisenberg

LindaD.Garrou

ScottGerding

DrewHancock

SusanG.King

DeborahS.Marshall

JimMartin

WardB.Miller

C.EdwardPleasants,Jr.

JamesK.Reaves,Jr.

AnnaReilly

NapoleonRichardson,Jr.

AmyK.Smith

KimberlyH.Stogner

MichaelA.Trawick

RandallTuttle

HayesWauford

BettyAceyAlexander

BrianAllison

ScottBauer

CheryleBelo

MaryEllenCandillo

JohnCandillo

CarmenCaruth

GwennClements

LindyEllis

JamesGallaher

PhillipGrande

CarolynGray

KathyHoyt

LamarJoyner

BarbaraLancaster

BarbaraMasi

CarolynMatthews

GeorgeMcLendon

JanetMullins

KennethRaymond

DaisyRodriguez

AvaSmith-Pegues

LarryStephenson

JaneSuitt

LindaTilley

PaulaTurner

TeresaWhite

NancyWilson

MalishaiWoodbury

KarlYena

NancyYoung

Rev.DonaldJenkins,Chair

Dr.BettyAlexander

AlisonAshe-Card

GregBrewer

TonyBurton

FlorenceCorpening

RaVondaDalton-Rann

LynnFuller-Andrews

AndreaJenkins

ChrisLeak

PaulaMcCoy

CorenaNorris-McCluney

CrystalReynolds-Jones

NapoleonRichardson,Jr.

Dr.CharlieShaw

LydellThompson

ShannonThompson

Dr.LeliaVickers

KaylaJ.Williams

AllisonBrashear,Chair

HollyMarion,Vice-Chair

AlisonAshe-Card,Secretary

AnitaBain,Treasurer

SandraBoyette

WendyBrenner

CandiceBrown

FlorenceCorpening

TonyaDeem

TriciaDeForest

AndreaKurtz

SusanMcBurney

AllisonNorton-Rimron

KarenPranikoff

LisaPurcell

GemmaSaluta

ReneeTaylor

MaryCraigTennille

AshleyVogel

ToryWhite

MariahAdams

ChaseBeason

JamillaBenton

PeterBi

SamBlumstein

WalkerCullinan

EileeneDowell

CarrieFulton

RachelGlock

HannahHarris

TaylorHill

AustinJackson

SamiLachgar

JackieLin

SofiaLyons

Te-NiaMacFarlane

JenniferMatthews

ImaniMcClure

SequoiaMiller

Bre’IdaRiddick

SUPPORTINGCOMMITTEESTHE WINSTON-SALEM FOUNDATION

2013 ASSET DEVELOPMENT COMMITTEE

THE WOMEN’S FUND OF WINSTON-SALEM2013 BOARD OF DIRECTORS

BLACK PHILANTHROPY INITIATIVE2013 ADVISORY COMMITTEE

YOUTH GRANTMAKERS IN ACTION2012–2013 PARTICIPANTS

2013 STUDENT AID COMMITTEE

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F O U N D AT I O N C O M M I T T E E S [ 6 7 ]

OPERATIONS/SUPPORT

Scott F. Wierman — President

Lisa P. Purcell — Executive Vice President

Cici Fulton — Director, Marketing and Communications

David Gore — Director, Information Systems and Technology

Christina Perrin-Stewart — Receptionist

Leila Warren — Executive Assistant

Todd Slate — Vice President, Finance and Administration

Betty Johnson — Financial Assistant

Mary Jo Morgan — Accounting Associate

Dee Smitherman — Comptroller

COMMUNITY INVESTMENT

Michael Clements — Vice President, Community Investment

Edna Barker — Administrative Assistant, Student Aid

Betty Gray Davis — Senior Program Officer

Robin Burr DeVane — Grants Manager

Kay Dillon — Director, Student Aid

Andrea Hulighan — Program Officer

Sandra Fishel-Booth — Program Officer

Brittney Gaspari — Director, Grants

Sabrina Slade — Director, Women’s Fund

PHILANTHROPICSERVICES

Annette Lynch — Vice President, Philanthropic Services

Jonathan Halsey — Donor Services Officer

Jo Ann Kyslinger — Gifts Processor

Marisa Ray — Development Officer

Meridith Whitaker — Philanthropic Services Associate

Seated ( from left) – Michael Clements, Scott Wierman, Annette Lynch

First row – Marisa Ray, Sandra Fishel-Booth, Meridith Whitaker, Lisa Purcell

Second row – Kay Dillon, Andrea Hulighan, Christina Perrin-Stewart, Jonathan Halsey, Robin Burr DeVane, Betty Johnson, Leila Warren, Cici Fulton

Third row – Edna Barker, Jo Ann Kyslinger, Betty Gray Davis, Mary Jo Morgan, Todd Slate

Fourth row – Sabrina Slade, Brittney Gaspari, Dee Smitherman, David Gore

Design: M Creative | Cover and Story Photography: Christine Rucker; Event Photography: David Reavis and Martin Tucker | Printing: Hutchison Allgood | Story Writing: Kathy Norcross Watts

The inside pages of this annual report contain fiber sourced from well-managed forests.Scan the QR Code with your

smart device to join us on Facebook

STAFFTHE WINSTON-SALEM FOUNDATION

[ 6 8 ] S TA F F t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

As the city of Winston-Salem celebrates its 100th birthday in 2013, The Winston-Salem Foundation is proud to be one of the city’s oldest and most loyal friends. Since 1919, people of vision and exceptional generosity have partnered with the Foundation to improve life in Forsyth County and beyond. From an initial gift of $1,000 to having well over $300 million in charitable assets today, the Foundation is living proof of Winston-Salem’s great philanthropic history as well as a promise to its future. We join in celebrating the city’s historic centennial as we pledge our ongoing commit-ment to a community that grows ever stronger through giving.

860 West Fifth Street

Winston-Salem, NC 27101-2506

Telephone (336) 725-2382

Toll-free (866) 227-1209

Fax (336) 727-0581

www.wsfoundation.org

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

Documents

The Winston-Salem Foundation's 2013 Report to the Community