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

COMMUNITYBUILDING

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

2014 REPORT TO THE COMMUNITY | 2013 ANNUAL REPORT

2014 REPORT TO THE COMMUNITY | 2013 ANNUAL REPORT

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

BUILDING COMMUNITY

What does it take to build a community?One might suggest a collection of physical ingredients: pavement for streets, concrete for sidewalks, bricks for schools and homes, grass for parks and playgrounds.Wouldn’t this suggest a fairly good start?

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

Community is our why. Community gives us our meaning. In building community, the elements that matter most are those that think and act—the people who live here, the people who care.

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

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

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

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

As they strive to make life better for us all, we thank all those who understand that community is a living thing.We work alongside their passion as a trusted and experienced partner,building a vibrant community that aims to reflect, encourage, and empower everyone who lives here.

YEAR IN REVIEW

STORIES OF BUILDING COMMUNITY

GRANTS

FUNDS AND DONORS

FINANCIAL OVERVIEW

FOUNDATION COMMITTEES

STAFF

6

14

32

42

70

72

74

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.

OUR MISSION:

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CHANGE AND TRANSITION are as much a part of the Foundation’s DNA as our history and continuity. We’re rooted

in the community, connected across generations, trusted and stable. Yet, our job is to continue — in perpetuity — to support and build our community. With that mandate, we grow and adapt along with our neighbors, our city, and our region. This September we embarked on a major change — the Foundation’s first move in 17 years, to 751 West Fourth, a new building downtown on the corner of Fourth and Broad Streets. The Foundation’s offices were designed to be LEED Silver certified for green building standards, and we now occupy 16,000 square feet on two floors. With the move, we tackled the practical matter of having ample and functional space for our staff — with room for future growth. Adjacent to our second-floor offices, we’re providing office space for two agencies actively building social capital and supporting nonprofits and volunteers in our community: the ECHO Network and HandsOn Northwest North Carolina. The new location also holds promise as a hub for charitable activities across the community, a strategic goal conceived 10 years ago. Thanks to generous support from the family of John and Mary Louise Burress and other generous donors, nonprofits can now come together here to learn, network, and share ideas. This third-floor space, named the Burress Family Center for Philanthropy, will be a flexible gathering space for meetings, conferences, and training. The Foundation strives to be an excellent steward of donors’ resources — and a trusted provider of grant funding and expertise to the community. For years to come, our new space will be an accessible and open place for conversation, collaboration, and innovation. We invite you to visit us soon — and ask you to join us in our mission of investing in our community and making philanthropy and its benefits available to all.

SCOTT F. WIERMAN President The Winston-Salem Foundation

JANET P. WHEELER Chair The Winston-Salem Foundation Committee

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

MESSAGE TO THE COMMUNITY

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BURRESS FAMILY CENTER

FOR PHILANTHROPY

Given by John and Mary Louise Burress

BRENNER CONFERENCE ROOM

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

CARTER CONFERENCE ROOM

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

CRAMER LIBRARY

Given by Selma and Scotty Cramer

GLENN FAMILY CONFERENCE ROOM

Given by Madlon and Kirk Glenn

ROBERT L. NEILL BOARDROOM

Given by the Neill Family in memory of Bob Neill

PFEFFERKORN CONFERENCE ROOM

Given by Gordon and Tommye Pfefferkorn

PORTER FAMILY CONFERENCE ROOM

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

OUR NEW OFFICE SPACE

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

ALMOST 10 YEARS AGO, the Foundation approved a strategic goal of creating a “charitable hub,” a philanthropic center, to serve as an active, visible, and accessible focal point for the community’s charitable activities. This dream was realized with the Foundation’s

September relocation to the 751 West Fourth building on the corner of Broad and Fourth Streets in downtown Winston-Salem. We are grateful for the following individuals and families who have provided the financial resources to make this new space possible, thereby making this community resource available for all.

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2014 COMMUNITY LUNCHEON

YEAR IN REVIEW

OVER 1,000 COMMUNITY MEMBERS gathered on May 7 at the Benton Convention Center for the Foundation’s 2014

Community Luncheon. Dr. Jim Johnson, director of the Urban Investment Strategies Center and the William R. Kenan, Jr., Distinguished Professor of Strategy and Entrepreneurship at UNC’s Kenan-Flagler Business School, served as the luncheon’s keynote speaker. His presenta-tion touched on the ways to create healthy and sustainable com-munities in an era of economic uncertainty, with a special emphasis on Winston-Salem’s progress, as well as challenges that need to be addressed, including urban sprawl; health, education, and income disparities; hyper-segregation; and concentrated poverty. Dr. Johnson’s previous keynote at the 2013 Community Luncheon revealed the findings of his 2011 report identifying major

shifts in our demographics and their far-reaching implications. During the program, Claudette B. Weston was presented with the 2014 Winston-Salem Foundation Award, and four 2014 ECHO Award recipients were announced, including Interfaith Winston-Salem, A Priest and a Rabbi, Tyler Davis Sparks, and the Winston-Salem Theatre Alliance. Many thanks to the 75 generous table sponsors who signed on to be Community Investors, Community Builders, and Community Supporters. Their support allowed the Foundation to provide greater community access to the Luncheon, which is always our goal. Mark your calendars for next year’s luncheon on Wednesday, May 6, 2015!

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

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2014 AWARDS

YEAR IN REVIEW

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

The ECHO Awards

THE FOUNDATION AND THE ECHO NETWORK jointly present ECHO Awards to recipients who are creatively build-

ing bridging social capital by forming relationships among diverse people, thus contributing to a safer, stronger, and more inclusive com-munity. The ECHO Awards are selected by a committee representing the Foundation, the ECHO Network, and the community-at-large, and each recipient receives $1,000 to grant to a nonprofit organization of their choice. Congratulations to 2014 ECHO Award recipients: Interfaith Winston-Salem, A Priest and a Rabbi, Tyler Davis Sparks, and the Winston-Salem Theatre Alliance — for uniquely connecting people and building trust — and for making our community a better place for all. For more information on building social capital in our community, visit www.echonetwork.org.

The Winston-Salem Foundation Award

THE WINSTON-SALEM FOUNDATION AWARD is given to individuals who demonstrate the Foundation’s values of

generosity, excellence, inclusion, and integrity along with visionary leadership in a community activity or on behalf of a community organization — particularly in the recent past. Claudette B. Weston was presented with this year’s award. While President and CEO of a meeting and event management firm, Claudette is also known to be a tireless community volunteer, with a special interest in helping at-risk children. She has served for many years on the boards of Youth Opportunities and the Forsyth County Department of Social Services and was active in the early formation of the Youth in Transition Community Initiative,

which brought together DSS, local nonprofits, and local and national foundations to address the needs of adolescents transitioning out of foster care. For almost 25 years Claudette and her family have also honored her late husband and area nonprofits by bestowing the Joel A. Weston Award for Excellence in Non-Profit Management, which supports organizations with strong management practices. The Winston-Salem Foundation Award is selected by a committee of Foundation representatives and members of the community-at-large. With this very well-deserved recognition comes a $10,000 Foundation grant, which Claudette has designated to Youth Opportunities and to the Joel A. Weston Award for Excellence in Non-Profit Management.

2014 ECHO AWARD RECIPIENTS

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Interfaith Winston-Salem (accepted by Jerry McLeese)

Bringing together members of many faith traditions — religious and non-religious — to gain a greater understanding of and respect for one another’s traditions. www.facebook.com/InterfaithWS

Tyler Davis Sparks

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

2014 ECHO Award Recipients

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

Winston-Salem Theatre Alliance (accepted by Jamie Lawson)

This community theatre brings together a diverse cast and audience in an accessible and non-threatening environment that ignites open conversation and honest dialogue. www.wstheatrealliance.org

A Priest and a Rabbi (Rabbi Mark Strauus-Cohn and Father Steve Rice)

This monthly grassroots gathering includes open and entertaining interfaith dialogue on a variety of subjects. www.facebook.com/apriestandarabbi

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

A VERY PHILANTHROPIC CROWD attended the November Legacy Society Dinner, which returned to

downtown’s Wake Forest Biotech Place. The program kicked off with highlights from Foundation Committee Chair Drew Hancock and followed with information on the Forsyth County Teacher Grants program, an annual grants process supporting professional development opportunities and innovative class-room experiences for Winston-Salem/Forsyth County Schools’ staff. Mary Jo Naber, a two-time grant recipient, spoke mov-ingly of the positive impact of two poet-in-residence programs she was able to organize thanks to the grants program. Executive Director Mary Bolton of El Buen Pastor Latino Community Services, a Community Grant recipient, then described their education and enrichment programs for Latino children and their families. Juan Noyola, a high school junior, credited his success in and out of school to his involvement with El Buen Pastor’s youth programs since first grade. The Legacy Society honors individuals and couples who have established permanent endowments in their lifetimes or who have made similar provisions through a charitable bequest or other planned gifts, thus contributing to the quality of life in our community, both now and in the future.

THE LEGACY SOCIETY DINNER

YEAR IN REVIEW

Scotty Cramer and Nelson Tomlinson

Olivia and Thomas Morgan

Biotech Place atrium was a stunning backdrop for the Legacy Society Dinner

Chris Leak, Woody Clinard, and James Reaves

Liz Rudisill, John Gehring, and Guy Rudisill

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

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

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

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

O VER 200 STUDENTS, donors, guidance counselors, and student aid committee volunteers gathered at Wake Forest University’s Bridger

Field House in July 2014 to honor 2014-2015 Foundation scholarship recipi-ents and the donors who made their scholarships possible. The breakfast also celebrated the fifth consecutive year in which over $1 million in student aid was granted by the Foundation! The breakfast program included insights from Dr. Gary Green, a member of the Foundation Committe and president of Forsyth Technical Community College. Dr. Green spoke on the intrinsic value of education, on the impor-tance of a well-trained workforce to our community, and on the invaluable gift that student aid provides for our collective future. Natasha Morales-Castellanos, a rising junior at Salem College, reflected on her college experi-ences and aspiration to become a chemical engineer, and on the critical difference that scholarships have made in her life and in that of her family.

SCHOLARSHIP CELEBRATION

Olivia and Thomas Morgan

WSF Committee Member Gary Green speaks at Bridger Field House

Liz Rudisill, John Gehring, and Guy Rudisill

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YEAR IN REVIEW

The Women’s Fund of Winston-Salem

THE WOMEN’S FUND focused its 2013 research efforts on issues related to violence against women. The Fund released

an issue brief in April entitled Rape and Sexual Assault: Private Violence, Community Impacts, developed to bring attention to sexual violence against girls and women occurring in our commu-nity with both alarming frequency and devastating consequences. The brief revealed the emotional and economic impact on sexual assault victims and their families, the measurable financial costs to society, and the larger community impact. In May, the Fund hosted a Social Change Exchange to facili-tate conversation on this topic. The event featured a panel that included Kenyetta Richmond, Victim Advocate & Outreach Specialist at Family Services; Monika Johnson Hostler, Executive Director of the North Carolina Coalition Against Sexual Assault; and Dr. Paige Meltzer, Director of Wake Forest University’s Women’s Center.

The Fund awarded $153,897 in grants at its annual November luncheon to seven local nonprofit organizations to address the eco-

nomic security of women and girls in Forsyth County. In eight short years, the Fund has raised and awarded grants total-ing $1 million, affecting positive change in an untold number of lives. The luncheon’s keynote speaker, Gail Perry, a well-known nonprofit advocate and fundraising consul-tant, praised the Fund’s explosive growth and encouraged its membership to con-tinue building on its accomplishments. More information on The Women’s Fund may be accessed at www.womens-fundws.org.

BROADENING PHILANTHROPY

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2013 grant recipients display their awards at the November luncheon

(l-r): Enjoying the annual luncheon are Dr. Betty Alexander, Kathy Hoyt, Lois Roewade, and Glynis Bell

In October 2013, BPI hosted a networking and social fundraiser at the S.G. Atkins Enterprise Center, and over 150 community members attended. The program included a video presentation of past grantees and a keynote speech by retired U.S. Army Brigadier General Michael Combest. In February 2014, BPI announced four grants totaling $9,700, provid-ing recurring BPI support for education and financial literacy programs. Grant recipients included Experiment in Self-Reliance for its New Century Individual Development Account program, Forsyth Technical Community College for its James A. Rousseau Minority Male Mentoring Program, Kimberley Park Elementary School for its News Worthy program, and Winston-Salem State University for its Girls Empowered by Math and Science program. BPI also established a $25,000 endowment fund, named The Black Philanthropy Initiative Endowment, to encourage long-term funding for the Initiative’s work. BPI hosted its first Donor Appreciation Luncheon in June 2014; the program included the announcement of a matching grants program spon-sored by First Tennessee Bank. Over the course of the past six years, the Black Philanthropy Initiative has provided over $113,200 in program grants to local nonprofits. For more information on BPI, go to the “Community Leadership” section of www.wsfoundation.org.

Youth Grantmakers in Action

THIS DIVERSE GROUP of teenage grantmakers attended 12 differ-ent area high schools in the 2013-2014 school year. YGA members

had many opportunities for learning and fellowship throughout the year, including an August full-day retreat and participation at the 2013 NC Youth Giving Summit in November, which drew youth grantmakers from across the state and provided leadership and networking opportunities. By the end of the school year, YGA members developed grant guidelines, solicited grant proposals, and made grants to youth-led projects in Forsyth County. In April 2014, YGA held their annual grant celebration at the Winston-Salem/Forsyth County Schools’ Career Center. Five grants totaling $2,010 were made to Forsyth County youth for projects that will make a posi-tive difference in our community. Grant recipients included The Baker’s Dozen, to perform a play and donate proceeds to The Children’s Theater’s Scholarship Fund and to The Enrichment Center; Forsyth Middle College Prom Committee, for Forsyth Middle College’s first Junior/Senior

Prom; Poverty Simulation Group, to host a poverty simulation for students; Students Making a Right Turn (S.M.A.R.T), to host a fash-ion show to raise funds for youth programs; and Winston-Salem Youth Advisory Council, to provide bags filled with clothing, food, and other essential supplies for homeless youth. YGA’s grants are funded through the Foundation’s Youth Philanthropy Initiative Fund; the endowment fund grows each year through YGA participants’ fundraising, as well as by donor contributions. For more information on YGA, go to www.youthgrantmakersinaction.org.

Black Philanthropy Initiative

THE BLACK PHILANTHROPY INITIATIVE (BPI) builds philanthropic relationships and supports issues that impact the

African-American community, with a special focus on education, financial literacy, and parenting and life skills training.

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

YGA members and their 2014 grantees at the April celebration

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WE ARE GRATEFUL FOR and delighted by our new home’s improved functionality and expanded facilities for enhanced collaboration. That said, we remain focused on why we’re here: The power of our mission

thrives in the ideas and efforts of the people and organizations we serve as donors and grantees. Our working space is new; our commitment to community is close to a century old.

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

GRANTEE: HISPANICS IN

PHILANTHROPY

DONOR: WOODY CLINARD

DONOR: JOIA JOHNSON

DONOR: DR. TED BLOUNT

SCHOLARSHIP RECIPIENT:

NATASHA MORALES-CASTELLANOS

GRANTEE: EXCHANGE/SCAN

BUILDING COMMUNITY

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DONORS WOODY CLINARD

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

—WOODY CLINARD


FORTY YEARS AGO, Woody Clinard made a bold decision. He sold family land and established the D. Elwood Clinard

Charitable Trust at the Foundation in memory of his father.Woody’s move was audacious in several ways. He was just in his

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

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

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

Since 1974, his fund has nurtured many community organiza-tions and efforts through Community Grants. In recent years, it was instrumental in supporting Latino-led and Latino-serving nonprofits through the Foundation’s work with HISPANICS IN

PHILANTHROPY. (next page)Over the years, Woody has made additional fund contributions,

created another advised fund, and plans to include the Foundation in his estate.

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

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

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

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

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

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

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

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


HISPANICS IN PHILANTHROPY COMMUNITY GRANTS

HOW DO YOU MAGNIFY the power of a grant — and amplify voices? That’s exactly what the transnational group, Hispanics

in Philanthropy (HIP), is doing in Forsyth County, in close partner-ship with The Winston-Salem Foundation.

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

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

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

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

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

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

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

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

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

The Collaborative has supported its infrastructure needs, especially critical when El Buen Pastor began eight years ago. “The funding was a huge hand up and it opened other doors for us,” says Executive Director Mary Bolton. “The training is also important because in the early years it was the only way we had to network and learn from other people leading Latino organizations.”

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

—ALTHEA GONZÁLEZ, NORTH CAROLINA PROGRAM MANAGER WITH HIP



HISPANICS IN PHILANTHROPY, CONTINUED


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

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

SINCE 2002, the Foundation has made four Community Grants totaling $225,000 to the Hispanics in Philanthropy Funders’ Collaborative for Strong Latino Communities, earning matching grants and fueling important local programs and organizations. During that time, over $600,000 has been leveraged and ultimately invested in Forsyth County nonprofits through grants, training, and technical assistance. Local grantees have included El Buen Pastor Latino Community Services, the Hispanic League, and the International Center of Forsyth Tech.

Looking ahead, the HIP Funder’s Collaborative will continue to learn and grow, too. In 2014, the Collaborative will launch its fourth phase of funding in North Carolina, building on the lessons learned in the past 12 years. Phase Four will focus on new and innovative ways to develop Latino leaders, strengthen civic engagement, and further build the network of Latino non-profits across North Carolina. All photos: El Buen Pastor’s Summer Enrichment Program

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

—MARY BOLTON, EXECUTIVE DIRECTOR

EL BUEN PASTOR LATINO COMMUNITY SERVICES


JOIA JOHNSON’S BROAD INTERESTS and curious nature fuel her life — and are shaping her legacy.Joia was raised in Atlanta by her musical father and concert

pianist mother. “Music was just part of my life,” she says. “And I was involved in and exposed to all different types of art: theatre, dance, and visual arts.”

In high school, she added student government, athletics, and academics to her young resume. At Duke University, her love for the arts held, although she ultimately double majored in economics and public policy. Her multidisciplinary approach continued at the University of Pennsylvania, where she earned a law degree and an MBA.

Nearly eight years ago, Joia moved to Winston-Salem as General Counsel at Hanesbrands. The vibrant arts and philanthropic com-munity in Winston-Salem appealed to Joia, who quickly immersed herself in local and regional nonprofit organizations — something she had done extensively living in Atlanta. She sings in the chorale with the Winston-Salem Symphony and has been on the boards of the Symphony, SECCA, Reynolda House Museum of American Art, Forsyth Medical Center, and the Penland School of Crafts in Penland, NC.

“One of the best ways to get to know people and become happy in a new community is by getting involved in nonprofits and other organizations,” Joia says. “Plus, I think we all need to find something we love to do outside of work.”

Early on, she connected with The Winston-Salem Foundation. She had been on the board of the Atlanta Community Foundation and considers community foundations a practical way to address several goals at once: “I get to earn a return on my investment, plus

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

With that legacy idea in mind, Joia is funding a designated endowment at the Foundation for the Penland School of Crafts. “Penland is just a wonderful place, a treasure,” she says, explaining that her broad interests influenced her decision to create a scholar-ship at Penland for non-artists to train in visual art for the summer.

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

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

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

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

JOIA JOHNSONDONORS


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

—JOIA JOHNSON


DONORS DR. TED BLOUNT

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

—DR. TED BLOUNT


DR. TED BLOUNT and The Winston-Salem Foundation go way back. Ted was born in 1919 — the same year the Foundation

got its start.“That caught my eye,” when he learned about the Foundation

from friends many years ago, says Ted. “We’re both 95 years old.”“The idea of a community foundation and the work it was doing

just sounded so good to me. The more I heard about the Foundation, the more I approved of what it was trying to do.”

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

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

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

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

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

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

But Ted’s sense of generosity also goes back to his earliest years. “My father was a lay administrator of the Community Chest [precur-sor to the United Way] as I was growing up. He gave me the idea that it’s a good idea to consider other people. Everybody has an obligation to give back.”

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

NEXT: Of the numerous grants made from Dr. Blount’s two funds, one provided a scholarship for NATASHA MORALES-CASTELLANOS to attend Salem College and his unrestricted

fund helped to support a parent/teen program at EXCHANGE/SCAN in Forsyth County.

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


STUDENT AID

A SMART AND DISCIPLINED STUDENT, Natasha Morales-Castellanos earned top grades in high school. With a 4.0 GPA

and a 5.034 weighted GPA, she was second in her class of 335 at Glenn High School.

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

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

“I loved school, even when I was really little,” she said. “And I knew education was definitely important, something I had to do. Education was the way to help my family in the future.”

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

Busy working part-time jobs, volunteering with the El Nido family literacy program, and babysitting her younger brother and sister, Natasha stayed focused. Mentors gave encouragement and direction (“I still talk to my first grade teacher!” she says). Supportive teachers and guidance counselors helped her navigate the complex process of applying to college. But the bigger question was how to pay for it. Financial aid and scholarships are often only offered to those who have citizenship — possibly leaving Natasha’s dream out of reach.

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

Natasha ultimately received several scholarships from the Foundation and from other organizations, including the Hispanic League. “When I realized I could do it, that I could go to college, it was amazing,” she remembers. “I told my mom, and she cried. She saw that I had a passion, but knew she couldn’t help me. She didn’t know how it would happen.”

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

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

NATASHA MORALES-CASTELLANOS

NATASHA MORALES-CASTELLANOS received the F.A. and Charlotte Blount Scholarship, established in 2007 as a $2,500 renewable award for a graduating Forsyth County high school senior pursuing a four-year baccalaureate degree. In 2012, she received the John Russell Jarman Scholarship, a $500 one-time award supporting a graduating senior at Glenn High School. Natasha has also received grants from two other funds at the Foundation: the Otis B. and Genevieve Parrish Scholarship and the Kate B. Reynolds Scholarship. Right: Natasha Morales-Castellanos


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

—NATASHA MORALES-CASTELLANOS


COMMUNITY GRANTS EXCHANGE/SCAN


DENICE SMITH AND ELENA ALVARDO were at an impasse. Good intentions were not overcoming the resentment, anger,

and frustration in their relationship.Like any parent of a teenager, Denice was facing new challenges.

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

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

“Of course, Elena was struggling with the loss of her mother,” says Denice. “There were a lot of tough dynamics between us. We’ve each seen therapists, but being counseled separately wasn’t working. Then it got really awful. She was acting out with self-destructive behaviors, and I didn’t handle things well, either. I started to feel she would be better off in another home.”

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

Offering in-home visits and 12 weeks of group sessions for parents and teens satisfied an unmet need, says Cynthia Napoleon-Hanger, Executive Director of Exchange/SCAN.

“We have done lots of work supporting parents and families with newborns and children under 12, but we had nothing to offer families and teens in Forsyth County,” she says. “Parents were call-ing with issues related to their teens, feeling like they’ve tried every-thing, and they needed help.”

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

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

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

“We are much better,” agree Denice and Elena.“Kendra is helping us as a family — not just one or the other,”

says Denice. “She listens to both of us. She isn’t judging. And she’s reinforcing positive behaviors.”

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

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

—CYNTHIA NAPOLEON-HANGER

EXECUTIVE DIRECTOR OF EXCHANGE/SCAN


EXCHANGE/SCAN, CONTINUED


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

—KENDRA EDWARDS

COUNSELOR AT EXCHANGE/SCAN

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

Having demonstrated the ongoing need for and effectiveness of the program, Parent/Teen Solutions in Forsyth County is currently being funded by a grant from the Department of Juvenile Justice. Left: Elena Alvardo, Kendra Edwards, and Denice Smith


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

ORGANIZATIONS as they make communities a healthier place to call home and to LOCAL STUDENTS as they pursue higher education. In 2013, the Foundation:

> Made almost $21 MILLION in TOTAL CHARITABLE GRANTS, 86% of which stayed in North Carolina, and 66% of which stayed in our local service area

> Awarded more than $2.5 MILLION through our COMMUNITY GRANTS PROGRAM

> Assisted more than 576 STUDENTS with STUDENT AID support totaling over $1,100,000* in the 2013–2014 school year

*$995,601 in scholarships and $119,200 in student loans

GRANTS 2013

[ 3 2 ] 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

DONOR-ADVISED GRANTS, made from both endowed and non- endowed funds, connect donors with the power of philanthropy throughindividually 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” tab 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, go to the “Students” tab at 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.

TYPES OF GRANTS

2013 FOUNDATION GRANTS (by Grant Type)

50% DONOR-ADVISED

(NON-ENDOWED) GRANTS

21% DONOR-ADVISED (ENDOWED) GRANTS

9% COMMUNITY GRANTS

12% DESIGNATED GRANTS

4% SCHOLARSHIPS

2% AGENCY ENDOWMENT

GRANTS 2% 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 [ 3 3 ]

IN 2013, the Foundation supported nonprofit programs with over $2.5 MILLION in Community Grants that are making a difference in a wide variety of areas in Forsyth County. Funding for these timely grants comes from UNRESTRICTED AND FIELD OF INTEREST FUNDS that have been established by donors, as well as from the Foundation’s GRANTMAKING PARTNERS program.

COMMUNITY GRANTS 2013

2013 COMMUNITY GRANTS (by Program Area)

1% ANIMAL WELFARE

<1% RECREATION

9% HEALTH

4% ENVIRONMENT

10% COMMUNITY & ECONOMIC DEVELOPMENT

21% HUMAN SERVICES

25% PUBLIC INTEREST

17% EDUCATION

13% ARTS & CULTURE


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 2013, 21 DONOR-ADVISED FUNDHOLDERS contributed a total of $69,964 toward the partial or full funding of Community Grants in a wide variety of interest areas. This funding is impactful — it equates to the estimated annual income that would be generated by a $1,627,070 endowment! As such, we are most grateful for our 2013 GRANTMAKING PARTNERS:

GRANTMAKING PARTNERS

Anonymous (2)

Bill Benton

Mary Eagan

Mike and Meredith Fisher

Jim Hanes

Jeff and Debbie Long

Debbie Marshall

David Masich

Fred McGuirt

Dak Millis

Jim and Debbie Millis

Walt and Martha Ann Murray

Lucian and Robie Neal

Dave Plyler

Frances and Steve Porter

Anna Reilly and Matt Cullinan

Carol Stafford

Bonnie Stewart

John and Peggy Taylor

Mary Kay Tucker


ARTS AND CULTURE


ORGANIZATION NAME GRANT AMOUNT PROJECT DESCRIPTION FUND NAME(S)

Forsyth Humane Society $20,000 for additional staff for a third year Edna B. Parkin Georges Animal Fund

Forsyth Spay Day Coalition $5,000 to support spay/neuter services in Forsyth County Edna B. Parkin Georges Animal Fund, the Lassiter Animal Welfare for a second year Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Forsyth Spay Day Coalition $3,500 to support spay/neuter services in Forsyth County Edna B. Parkin Georges Animal Fund for a third year

TOTAL 2013 COMMUNITY GRANTS TO ANIMAL WELFARE $28,500

ANIMAL WELFARE


Arts Council of Winston-Salem $45,000 for the director of marketing Charles Babcock, Jr. Field of Interest Fund and Forsyth County

Arts Council of Winston-Salem $30,000 for the director of marketing for a second year Frances and Jesse Temple Fund, The Winston-Salem Foundation and Forsyth County Grantmaking Partners Fund

Authoring Action $25,000 for marketing assistance A.F. Clement Trust for Youth, the Edna B. Parkin Georges Youth Fund, The Winston-Salem Foundation Grantmaking Partners Fund

BOOKMARKS $23,000 for expansion of the executive director and assistant J.C. Tise Fund, The Winston-Salem Foundation Grantmaking director positions Partners Fund

Carolina Chamber Symphony Players $20,000 for a part-time manager Robert Edwin Taylor and Margaret Long Taylor Memorial Fund, the Samuel A. and Roslyn S. Harris Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Creative Corridors Coalition $10,000 for a public art project at Kennedy campus Anne Hanes Willis Fund

Facilities for the Arts on Spruce $16,025 to improve handicapped accessibility Claire Lockhart Follin-Mace Fund

Forecast Music $500 for a collaborative chamber music performance James R. Hankins Fund

Hispanic Arts Initiative $1,000 for a cultural art experience Community Arts Fund

Home Moravian Church $500 to support a free concert by the Smithills School R. Edward Lasater Endowment Fund Senior Brass Band

NC Black Repertory Company $35,000 for a campaign feasibility study Charles Babcock, Jr. Field of Interest Fund, the Eisenberg Family Fund for Arts and Culture, the Mary Reynolds Babcock Cultural Improvement Fund, the Winston-Salem Foundation Grantmaking Partners Fund

No Rules Theatre Company $25,000 for an executive director Charles Babcock, Jr. Field of Interest Fund, the Community Arts Fund, the Frances and Jesse Temple Fund, the Sam and Anne Booke Family Trust

Piedmont Chamber Singers $1,600 for an assistant conductor Community Arts Fund

Piedmont Opera $20,000 for a development director for a second year Charles Babcock, Jr. Field of Interest Fund

POWAR Program $2,100 for an afterschool program Allan M. Hutcherson Fund

Salem Band $1,500 to support a properties manager Samuel A. and Roslyn S. Harris Fund

Foundation


ARTS AND CULTURE (CONTINUED)


Forsyth County Community Food $49,572 to support the development of the Forsyth County Raymond B. Hooker, Jr. Fund – Unrestricted, The Winston-Salem Community Food System Consortium Foundation Grantmaking Partners Fund

Neighbors for Better Neighborhoods $10,000 to provide funds for neighborhood projects and programs Robert Edwin Taylor and Margaret Long Taylor Memorial Fund

Neighbors for Better Neighborhoods $80,000 to support the development of community assets in Algine Foy and Julius Dobson Neely Memorial Fund, the Charles neighborhoods Babcock, Jr. Discretionary Fund, the D. Elwood Clinard Charitable Trust, the Margaret W. Parker Fund

W-S Community Development Support $125,000 to help support a pool of funds to support operating costs George and Edna Blanton Fund, the Lila Church Bradford Memorial and technical assistance for mature and emerging Fund, the Nancy T. Pleasants Community Development Fund, the community development corporations Samuel and Elizabeth Rose Fund

TOTAL 2013 COMMUNITY GRANTS TO COMMUNITY AND ECONOMIC DEVELOPMENT $264,572

COMMUNITY AND ECONOMIC DEVELOPMENT


Sawtooth School for Visual Art $35,000 to support a sales and marketing manager for a second year Charles Babcock, Jr. Field of Interest Fund, the Vicki Van Liere Helms Art Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Twin City Stage $2,645 for leadership transition costs R. Edward Lasater Endowment Fund

Winston-Salem Festival Ballet $15,000 for a part-time marketing assistant for a second year Charles Babcock, Jr. Discretionary Fund, the Community Arts Fund

Winston-Salem Symphony $30,000 to support the Patron Growth initiative Samuel A. and Roslyn S. Harris Fund

TOTAL 2013 COMMUNITY GRANTS TO ARTS AND CULTURE $338,870


Arts Based School $30,000 to support the capital campaign BB&T Fund, the Robert A. and Constance C. Emken Education Fund

Carter G. Woodson School of $30,000 to support project SOAR Allan M. Hutcherson Fund, the J. Frank and Mary S. Mock Fund, the Challenge John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust, the Kenard Eugene Sales Memorial Fund, the Louis and Gretchen Klaff Trust, the Mae W. Hubbard Trust, the Mary Neil Henderson Rice Fund, the Nancy H. Wilson Fund, the Nancy R. Baity Trust, the Thomas H. Davis Advised Trust, the Victor I. Flow, Jr. Family Fund, the William P. and Katharine T. Baldridge Endowment, The Winston- Salem Foundation Grantmaking Partners Fund

Forsyth Education Partnership $27,980 for a part-time manager for the educator warehouse Art and Dannie Weber Education Fund, the John W. Burress Community Fund, the Pleasants Hardware Company Trust, The Winston-Salem Foundation Grantmaking Partners Fund

Guiding Institute for Developmental $12,918 for a part-time volunteer coordinator and an administrative Louis and Gretchen Klaff Trust, the Richard and Becky Davis Fund for Education assistant Education

Northwest Child Development Centers $30,000 to support an education technology integration specialist for Camp Robert Vaughn Fund, the Joseph G. Gordon Fund, the Marcus a third year Lew Davis Memorial Fund, the Thomas H. Davis Advised Trust

EDUCATION

System Consortium

Collaborative




Carolina Farm Stewardship Association $20,000 to help Cobblestone Farmers Market support the cost of Donna Germain Rader and Martin H. Rader Fund, the Hayes and a market manager and to match WIC Farmers Market Amy Wauford Fund, the John W. and Alice Rose Alspaugh Vouchers or SNAP benefits for a third year Memorial Funds, the Louis and Jane Shaffner Fund, the R. J. Reynolds Tobacco Company Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Gateway Environmental Initiative $50,000 to support the purchase and conservation of 26 acres Charles Babcock, Jr. Discretionary Fund, The Winston-Salem of land in Southeast Gateway Foundation Grantmaking Partners Fund

Winston-Salem Sustainability Resource $25,000 to support the executive director position for a second year Charles Babcock, Jr. Discretionary Fund, The Winston-Salem Foundation Grantmaking Partners Fund

TOTAL 2013 COMMUNITY GRANTS TO ENVIRONMENT $95,000

ENVIRONMENT


SciWorks $38,600 for a part-time development director Charles Babcock, Jr. Discretionary Fund, the Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund - Unrestricted, the J.C. Tise Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Smart Start of Forsyth County $14,760 to provide vision screening for preschool children in Forsyth Claire Lockhart Follin-Mace Fund County

The Centers for Exceptional Children $15,000 to support a horticultural therapy program at the Special Eugene and Iola Daniels Memorial Trust Fund for the Mentally Children’s School for a second year Handicapped

Top Ladies of Distinction $500 to pay for registration fees for youth who cannot afford to Edna B. Parkin Georges Youth Fund participate

Winston-Salem Center for Education $30,000 for building renovations Jessica T. Fogle Fund and the Arts

Winston-Salem State University $100,000 to support the revitalization of Hill Hall Agnew Hunter Bahnson and Elizabeth Hill Bahnson Memorial Fund, Foundation the Barbara Lasater Hanes Trust, the Carolina Steel Endowment Fund, the George and Edna Blanton Fund, the Wachovia Bank of North Carolina Fund

Winston-Salem Street School $35,000 to support a development director for a second year Frances and Jesse Temple Fund, the Sarah Shore Ruffin Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Winston-Salem/Forsyth County $2,515 to support students and community leaders to attend Jessica T. Fogle Fund Schools Camp Snowball

Winston-Salem/Forsyth County $45,000 to support the Parental Engagement through Technology Algine Foy and Julius Dobson Neely Memorial Fund, the John W. Schools program Burress Community Fund, the Louise Futrell Fund

Winston-Salem/Forsyth County $35,000 to support family engagement positions in the Winston- A. Tab Williams, Jr. Public Education Fund, the Charles E. Norfleet Schools Salem/Forsyth County Schools for a second year Memorial Fund, the Elizabeth Lovett Education Endowment, the Harvey Seward Martin Fund, The Winston-Salem Foundation Grantmaking Partners Fund

TOTAL 2013 COMMUNITY GRANTS TO EDUCATION $447,273

EDUCATION (CONTINUED)


HEALTH


AIDS Care Service $26,000 for marketing and development assistance Harriet Taylor Flynt Fund

Brain Injury Association of NC $18,000 to establish the Brain Injury Resource Center at Wake Forest Claire Lockhart Follin-Mace Fund Baptist Medical Center

Cancer Services $18,000 to support an African-American and a Hispanic/Latino Jeannette Norfleet Fund, the John W. and Alice Rose Alspaugh outreach educator for a third year Memorial Funds, the Lena Albright Memorial Fund

Community Care Center for Forsyth $35,000 to support a diabetic case manager/educator for a John W. and Alice Rose Alspaugh Memorial Funds, The Winston-Salem second year Foundation Grantmaking Partners Fund

Heartstrings Pregnancy and Infant $16,275 to expand support groups James R. Hankins Fund, the Marian G. and Charles W. DeBell Trust

NC Harm Reduction Coalition $15,000 to support a multi-dimensional hepatitis project for John W. and Alice Rose Alspaugh Memorial Funds, The Winston- a third year Salem Foundation Grantmaking Partners Fund

Novant Health Forsyth Medical Center $35,000 to help support costs for 24-hour call center counselors Harriet Taylor Flynt Fund, The Winston-Salem Foundation at the Behavioral Health Center for a third year Grantmaking Partners Fund

Planned Parenthood Health Systems $17,000 for community educational outreach Community Fund, the John C. Long, M.D. Fund

SECU Family House $20,000 to support the manager of educational services for a Frank E. Llewellyn T.B. Fund, The Winston-Salem Foundation third year Grantmaking Partners Fund

Trinity Center $18,000 to help support the executive director position for a third year Harriet Taylor Flynt Fund

TOTAL 2013 COMMUNITY GRANTS TO HEALTH $218,275

County

Loss Support

Foundation


Bethesda Center for the Homeless $20,000 for a full-time shelter director for a third year Fenwick-Rice Fund, the Mary A. Payne Charitable Fund for Human Services, the William and Allan Hollan Charitable Fund, the William D. and Jane F. Hobbs Fund

Children’s Home $30,000 for a grants manager position Harriet Taylor Flynt Fund

Children’s Law Center of Central NC $29,645 for a development director Edna B. Parkin Georges Youth Fund, the J. Frank and Mary S. Mock Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Crisis Control Ministry $10,000 to provide emergency assistance to families whose Emma Jane Skinner Fund, the Martha K. Knott Fund supplemental nutrition benefits have been delayed

Crisis Control Ministry $12,000 for updated marketing tools Albert L. Butler, Jr. Fund, the Mary A. Payne Charitable Fund for Human Services, the Richard E. Ashburn Trust, the William and Allan Hollan Charitable Fund

Enrichment Center $62,500 to assist with property improvements to increase services Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Exchange SCAN $12,768 to expand the parent/teen education group for a third year A. F. Clement Trust for Youth, the Blount Fund

Family Services $6,000 for a strategic planning consultant Louise and Sam Adams Community Fund

Horizons Residential Care Center 50,000 for the capital campaign Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

iCan House Services $15,000 to support development activities for a third year Harriet Taylor Flynt Fund, The Winston-Salem Foundation Grantmaking Partners Fund

HUMAN SERVICES



LAMB Foundation of NC $5,000 to provide funds to redistribute to Forsyth County Eugene and Iola Daniels Memorial Trust Fund for the Mentally organizations working with residents with developmental Handicapped disabilities

Living Well-Rural Hall Center for $15,000 for an executive director Harriet Taylor Flynt Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Lutheran Services Carolinas $15,000 to assist with moving to a new technology platform Harriet Taylor Flynt Fund

NC Housing Foundation $50,000 for the capital campaign Harriet Taylor Flynt Fund, the John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust, the Mary A. Payne Charitable Fund for Human Services

NC Victim Assistance Network $10,000 to help crime victims or crime victim service providers Chrissy Gallaher Victim’s Assistance Fund attend the annual statewide training conference

Next Step Ministries $8,000 to support a nighttime staff position for a third year Marcus Lew Davis Memorial Fund

Piedmont Down Syndrome Support $25,000 to support a part-time executive director for a second year Eugene and Iola Daniels Memorial Trust Fund for the Mentally Handicapped

Prevent Blindness NC $10,000 to train vision screeners for elementary and middle schools Claire Lockhart Follin-Mace Fund in Forsyth County for a third year

Second Harvest Food Bank of $20,000 to support a nutrition services coordinator for a second year Mary A. Payne Charitable Fund for Human Services, The Winston- Salem Foundation Grantmaking Partners Fund

Shepherd’s Center of Greater $15,000 to support a part-time senior center program assistant for Clifton E. and Ruth Brewer Beck Memorial Fund, the Harriet Taylor a second year Flynt Fund, the Otis B. and Genevieve Parrish Fund

Sunnyside Ministry of the $12,000 to support a part-time food pantry manager for a second year Mary A. Payne Charitable Fund for Human Services, The Winston- Salem Foundation Grantmaking Partners Fund

Sunnyside Ministry of the $16,243 for a program manager Bank of America Corporation Fund, the Kerr and Naomi Pinnix Discretionary Fund, The Winston-Salem Foundation Grantmaking Partners Fund

United Way of Forsyth County $4,000 to participate in a national evaluation of the homeless William and Allan Hollan Charitable Fund youth count

United Way of Forsyth County $20,000 to fund the Ten-Year Plan to End Chronic Homelessness Mary A. Payne Charitable Fund for Human Services

Wake Forest University Health $15,626 to support a licensed psychologist associate for the Harriet Taylor Flynt Fund outpatient therapy program for a second year

Winston-Salem Industries $35,000 to support the Student Enrichment Experience program Claire Lockhart Follin-Mace Fund, the Edward and Mary Alice Tarulli for a second year Fund

Winston-Salem Police Department $2,000 to establish a small fund for emergency assistance to Chrissy Gallaher Victim’s Assistance Fund victims of crime

TOTAL 2013 COMMUNITY GRANTS TO HUMAN SERVICES $525,782

HUMAN SERVICES (CONTINUED)

Lifelong Learning

Network

Northwest NC

Winston-Salem

Moravian Church

Moravian Church

Sciences

for the Blind

PUBLIC INTEREST


ECHO Award $4,000 2013 ECHO Recipients: Reap More Than You Sow; Chaos Carolina Steel Endowment Fund Cooking Winston-Salem; Hispanic League of Winston-Salem; Aaron Bachelder

ECHO Network $138,500 to foster enriching, trusting, and long-lasting relationships Carl W. and Annie M. Harris Endowment, the Community among diverse people Grantmaking Fund, the William N. Hailey Fund



PUBLIC INTEREST (C0NTINUED)


ECHO Network $125,000 to foster enriching, trusting, and long-lasting relationships Ava Gardner Fund, the Community Fund, the Raymond B. Hooker, Jr. among diverse people Fund – Unrestricted

Financial Pathways of the Piedmont $28,891 to expand a workplace-based financial education program Kerr and Naomi Pinnix Discretionary Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Forsyth Futures $75,000 to collect and leverage community information in order to James R. Deadrick Fund, the Lila Church Bradford Memorial Fund, enhance the quality of life for Forsyth County residents the R. Edward Lasater Endowment Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Forsyth Jail and Prison Ministries $4,000 to enhance presentations at the prison by all collaborative Thomas Jack Lynch Memorial Fund groups and to improve employment opportunities for inmates

HandsOn Northwest NC $60,000 to support capacity building for nonprofits and increase Ann and Clay Ring Fund, the Community Fund, the Warren volunteerism David Ashburn Fund, The Winston-Salem Foundation Grantmaking Partners Fund

Hispanics in Philanthropy $50,000 to strengthen Latino-led nonprofit organizations through a Bess Gray Plumly Fund, the D. Elwood Clinard Charitable Trust, fourth phase of the NC Funders’ Collaborative for Strong The Winston-Salem Foundation Grantmaking Partners Fund Latino Communities

Hospice and Palliative CareCenter $32,500 for a collaboration between Habitat for Humanity of Forsyth Bill and Helene Halverson Fund, the Bob and Ruth Herring Fund, the County and Hospice and Palliative CareCenter to construct John and Julia Denham Fund, the Masich Fund, the Mr. and Mrs. the Healing Build home Thomas B. Rice Memorial Fund, the Richard K. Scott Memorial Fund, the Spencer and Nell Waggoner Charitable Fund – Unrestricted, the Thomas R. and Georgia L. Pepper Family Fund, the Vergil and Vicki Gough Fund, the Virginia S. Pleasants Fund

Interfaith Winston-Salem $875 to support interfaith reading clubs D. Elwood Clinard Charitable Trust

New Winston Museum $12,000 for a digital exhibit and Web site design Frances and Jesse Temple Fund

Old Salem Museums and Gardens $80,000 for the capital campaign Howard Gray Endowment, the Isabel McRae Fund, the James A. Gray Family Fund, the Lila Church Bradford Memorial Fund

Rufus Dalton Awards $3,000 to award the Rufus Dalton Award to four officers who Rufus W. Dalton Trust were injured in the line of duty

Winston-Salem Foundation Award $10,000 2013 WSF Award Recipient – Karl Yena Warren David Ashburn Fund

Winston-Salem State University $15,000 for a feasibility study for a Juvenile Resource Center John Wesley Alspaugh and Celeste Tucker Alspaugh Memorial Trust

TOTAL 2013 COMMUNITY GRANTS TO PUBLIC INTEREST $638,766

Foundation

RECREATION


Tri-City Relay Track Club $500 for registration fees for youth who cannot afford to participate Edna B. Parkin Georges Youth Fund

Virgil Simpson Winston-Salem $250 to fund registration fees for youth who cannot afford to Edna B. Parkin Georges Youth Fund participate

Winston-Salem Indians $500 to pay registration fees for youth who cannot afford to Edna B. Parkin Georges Youth Fund participate

TOTAL 2013 COMMUNITY GRANTS TO RECREATION $1,250

TOTAL 2013 COMMUNITY GRANTS $2,558,288

Roadrunners Track Club


SINCE 1919, committed donors have invested generously in the current and future nourishment of our community and beyond. These charitable individuals, families, and organizations have provided substantial support in areas as varied as health and human services to community and economic development, enriching the lives of neighbors near and far. At the end of 2013, the Foundation administered more than 1,300 CHARITABLE FUNDS for a wide variety of philanthropic purposes.

FUNDS AND DONORS 2013

*includes Temporary Funds

23% DESIGNATED FUNDS

11% CHARITABLE LEAD TRUSTS ANDCHARITABLE REMAINDER TRUSTS

17% UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS

FOUNDATION ASSETS (by Fund Type)

31% 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

[ 4 2 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

TYPES OF FUNDS

Endowed Funds:

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

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 [ 4 3 ]

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

UNRESTRICTED AND FIELD OF INTEREST FUNDS FOR COMMUNITY GRANTS

WILLIAM P. AND KATHARINE T. BALDRIDGE ENDOWMENT 2006 ESTABLISHED AS AN UNRESTRICTED FUND

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.).

Louise and Sam Adams Community Fund 2005 Established through a charitable trust to support the charitable needs of the community

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

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

John W. and Alice Rose Alspaugh Memorial Funds 1964 Established by bequest by John W. Alspaugh to provide health care to underprivileged people

John Wesley Alspaugh and Celeste Tucker Alspaugh 1964 Established by bequest by John W. Alspaugh in memory of his parents to support programs for disadvantaged youth Memorial Trust

Anonymous Trust #2 1999 Established by an anonymous donor as an unrestricted fund

Richard E. Ashburn Trust 2002 Established by bequest as an unrestricted fund

Warren David Ashburn Fund 1968 Established for charitable purposes of the Foundation

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

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

Mary Reynolds Babcock Cultural Improvement Fund 1950 Established for grants and loans to cultural and arts groups in the community

Agnew Hunter Bahnson and Elizabeth Hill Bahnson 2011 Established with proceeds from the sale of the Bahnson House as an unrestricted fund Memorial Fund

Nancy R. Baity Trust 2000 Established in memory of her husband, Ira W. Baity, Jr., to support programs for disadvantaged children and youth

William P. and Katharine T. Baldridge Endowment 2006 Established as an unrestricted fund

Bank of America Corporation Fund 1995 Established as an unrestricted fund in honor of the Foundation’s 75th Anniversary

BB&T Fund 1994 Established as an unrestricted fund in honor of the Foundation’s 75th Anniversary

Clifton E. and Ruth Brewer Beck Memorial Fund 2010 Established through the estates of Clifton and Ruth Beck

George and Edna Blanton Fund 2010 Established with the remainder of the George and Edna Blanton Charitable Annuity Trust

Blount Fund 2010 Established by Frederick A. Blount, MD to support programs for high-risk youth and single teen parents

FUND YEAR PURPOSE

ENDOWED FUNDS

NEW FUNDS IN 2013 PURPOSE

J. Beeson Grubbs Fund Established with the remainder of a charitable trust

Eugene R. Heise Charitable Fund Established as a field of interest fund to support human services

Allie and Frances Hutchison Fund for the Community Established by Allie and Frances Hutchison as an unrestricted fund

Mil and Marsh Naugle Community Fund Established as an unrestricted fund

John S. and Jacqueline P. Rider Fund Established with the remainder of the Jacqueline P. Rider charitable remainder unitrust

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

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


Lila Church Bradford Memorial Fund 1999 Established as an unrestricted fund

John W. Burress Community Fund 2007 Established as an unrestricted fund

Albert L. Butler, Jr. Fund 1997 Established by the Kate B. Reynolds Charitable Trust in memory of Mr. Butler to support the poor and needy

Hugh E. Bynum, Jr. and Elizabeth H. Bynum 2000 Established by the estate as an unrestricted fund Memorial Fund–Unrestricted

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

Carolina Steel Endowment Fund 1988 Established as an unrestricted fund to support worthy public purposes

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

A. F. Clement Trust for Youth 1971 Established in 1970 and repurposed in 2011 to benefit worthy children in Forsyth County in their suitable maintenance

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

Community Arts Fund 1985 Established to support programs of arts organizations

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

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

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

Eugene and Iola Daniels Memorial Trust Fund for the 1998 Established by the estate of Bobby A. Daniels to benefit mentally handicapped people of Winston-Salem and Forsyth County Mentally Handicapped

Marcus Lew Davis Memorial Fund 2004 Established as an unrestricted fund by Mr. G. Franklin Davis in memory of his son

Richard and Becky Davis Fund for Education 2010 Established by Richard N. Davis with a grant from the Kate B. Reynolds Charitable Trust to honor his board service

Thomas H. Davis Advised Trust 1992 Established with special emphasis on programs for youth

James R. Deadrick Fund 1989 Established by bequest as an unrestricted fund

Marian G. and Charles W. DeBell Trust 2001 Established as an unrestricted fund

Unrestricted and Field of Interest Funds, continued

FUND YEAR PURPOSE

John and Julia Denham Fund 2007 Established as an unrestricted fund

Eisenberg Family Fund for Arts and Culture 2007 Established as a field of interest fund to support arts and culture

Emergency Loan Fund of Northwest N.C. 1983 Established by the Donors Forum of Forsyth County to provide emergency loans to nonprofits in Northwest North Carolina

Robert A. and Constance C. Emken Education Fund 2000 Established to support educational programs

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

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

Harriet Taylor Flynt Fund 1998 Established by bequest to benefit the handicapped, the elderly, or others with disabilities

Jessica T. Fogle Fund 1964 Established by bequest to support the education and development of North Carolina children

Claire Lockhart Follin-Mace Fund 1991 Established by family and friends to benefit physically disabled individuals in North Carolina

Louise Futrell Fund 1991 Established by bequest as an unrestricted fund

Chrissy Gallaher Victim’s Assistance Fund 1992 Established in honor of Chrissy Gallaher by family and friends to support victims of violent crimes

Ava Gardner Fund 2005 Established by the Ava Gardner Trust for community grantmaking

Edna B. Parkin Georges Animal Fund 1996 Established by bequest as a special purpose fund to benefit domestic animals

Edna B. Parkin Georges Youth Fund 1996 Established by bequest to benefit disadvantaged youth

Vera Goldberg Memorial Fund 1998 Established by Milton Goldberg in memory of his wife as an unrestricted fund

Joseph G. Gordon Fund 1997 Established by the Z. Smith Reynolds Foundation in memory of Dr. Gordon to benefit disadvantaged youth

Vergil and Vicki Gough Fund 2008 Established as an unrestricted fund

Howard Gray Endowment 1987 Established as an unrestricted fund

James A. Gray Family Fund 1989 Established as an advised fund, then converted to an unrestricted fund at Mr. Gray’s death

William N. Hailey Fund 2004 Established with the remainder interest from the William N. Hailey CRT

Bill and Helene Halverson Fund 2006 Established as an unrestricted fund from a bequest by John W. Halverson

Barbara Lasater Hanes Trust 1988 Established as an unrestricted fund

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

James R. Hankins Fund 1967 Established by bequest as an unrestricted fund

Carl W. and Annie M. Harris Endowment 1970 Established by bequest as an unrestricted fund

Samuel A. and Roslyn S. Harris Fund 1980 Established by bequest as an unrestricted fund with special interest in music education

Vicki Van Liere Helms Art Fund 2004 Established in memory of Vicki Van Liere Helms by her family and friends to support organizations and programs serving aspiring painters, sculptors, and other artists

Bob and Ruth Herring Fund 2003 Established as an unrestricted fund by Mr. B. J. Herring

Margaret and Harrell Hill Fund 2007 Established as an unrestricted fund

William D. and Jane F. Hobbs Fund 2008 Established by charitable bequest to support the poor and needy of the community

William and Allan Hollan Charitable Fund 2004 Established with memorial gifts to William E. Hollan, Sr. to support human services

Raymond B. Hooker, Jr. Fund–Unrestricted 2000 Established by an estate gift as an unrestricted fund

Mae W. Hubbard Trust 1987 Established by bequest as an unrestricted fund with special consideration for the development, welfare, and education of underprivileged and handicapped children

Allan M. Hutcherson Fund 1944 Established by bequest for Forsyth County youth programs with special consideration to those affecting underserved minority children

Earline heath King Fund 2005 Established to support art and art-related endeavors of the Foundation within North Carolina

Louis and Gretchen Klaff Trust 2010 Established by bequest from Louis and Gretchen Klaff to support at-risk children

Martha K. Knott Fund 1926 Established to provide support for general charitable purposes

R. Edward Lasater Endowment Fund 1950 Established to provide support for general charitable purposes


FUND YEAR PURPOSE


Lassiter Animal Welfare Fund 2003 Established with an estate gift from Allene D. Lassiter for the benefit of animals in Forsyth County

Lipscomb Fund 2004 Established in honor of Guy and Margaret Lipscomb by their granddaughter

Frank E. Llewellyn T.B. Fund 1970 Established by bequest by Elizabeth P. Llewellyn for general health purposes with a priority for tuberculosis purposes whenever possible

John C. Long, M.D. Fund 1994 Established by friends of Dr. Long for support in the area of health

Elizabeth Lovett Education Endowment 1996 Established as a fund to support education

Thomas Jack Lynch Memorial Fund 1996 Established by an estate gift as an unrestricted fund

Harvey Seward Martin Fund 1996 Established by bequest by Mrs. Martin for educational purposes at the discretion of the Foundation Committee

Masich Fund 2004 Established by Jane and Tony Masich as an unrestricted fund

Drane V. McCall Fund for Winston-Salem Beautiful 2008 Established by Dr. Bill McCall in honor of his wife, Drane V. McCall

John Alexander McClung, DDS, FACD Trust 1994 Established by Mary Louise Gray in memory of her father to support Christian-related programs or organizations in the local community as determined by the Foundation

Isabel McRae Fund 1981 Established by bequest as an unrestricted fund

Michalove Fund 2004 Established as an unrestricted fund with 41 consecutive years of contributions to the Community Fund

J. Frank and Mary S. Mock Fund 2003 Established through a CRT to benefit needy children in Forsyth County

Algine Foy and Julius Dobson Neely Memorial Fund 1989 Established by Algine Neely Ogburn in honor of her parents for empowering and encouraging individuals to improve their lives and the lives of their families

Charles E. Norfleet Memorial Fund 1976 Established by Grizzelle M. Norfleet in memory of her brother, who served as secretary of the Foundation during its early years

Jeannette Norfleet Fund 1982 Established by family and friends to support health and medical programs, with special consideration for programs that benefit people suffering from cancer

Dr. Calvin and Ruth H. Ogburn Trust 1978 Established to provide support for general charitable purposes

Margaret W. Parker Fund 1997 Established as an unrestricted fund

Otis B. and Genevieve Parrish Fund 1987 Established to support programs for older adults with debilitating health conditions, especially Alzheimer’s disease

Mary A. Payne Charitable Fund for Human Services 2009 Established by the Mary Ann Payne Revocable Charitable Trust to benefit human services

Thomas R. and Georgia L. Pepper Family Fund 1997 Established by Dr. Francis D. Pepper in memory of his grandparents as an unrestricted fund

Kerr and Naomi Pinnix Discretionary Fund 2006 Established by a testamentary trust created by Naomi Ingram Pinnix to provide financial counseling and advice

Pfafftown Jaycees Community Fund 2005 Established by the Pfafftown Jaycees

Pleasants Hardware Company Trust 1987 Established for general charitable purposes

Nancy T. Pleasants Community Development Fund 1997 Established to support economic development, education and training, leadership development, community long-range planning, community appearance, historic preservation, and regional cooperation

Virginia S. Pleasants Fund 1996 Established by an estate gift as a discretionary fund

Bess Gray Plumly Fund 1965 Established by bequest for general charitable purposes of the Foundation

Etta Mae Pope Trust 2000 Established by Louis B. Pope in memory of his sister to support the poor and needy

Stokes Ivey and Orpha Marie Leonard Pope Family Trust 2000 Established by Louis B. Pope in memory of his parents to support the poor and needy

Donna Germain Rader and Martin H. Rader Fund 2005 Established as an unrestricted fund to honor the memory of Donna Rader’s parents, Owen E. Germain and Emilie Drapalski Germain

R.J. Reynolds Tobacco Company Fund 1975 Established as a part of the company’s 100th anniversary celebration

Mary Neil Henderson Rice Fund 1998 Established by Thomas B. Rice, III in memory of his mother as an unrestricted fund

Mr. and Mrs. Thomas B. Rice Memorial Fund 1991 Established by family and friends for general charitable purposes

Ann and Clay Ring Fund 1997 Established as an unrestricted fund

Samuel and Elizabeth Rose Fund 1998 Established by bequest by Samuel M. Rose to support general charitable purposes

Sarah Shore Ruffin Fund 2004 Established by beneficiary designation of the Sarah S. Ruffin IRA

Kenard Eugene Sales Memorial Fund 2001 Established in memory of Kenard E. Sales by family and friends to support programs benefiting disadvantaged youth

Sandehill Recreation Fund 1986 Established to promote competitive swimming and water sports in Forsyth County


FUND YEAR PURPOSE


Richard K. Scott Memorial Fund 2011 Established by clients of Mr. Scott as an unrestricted fund

Louis and Jane Shaffner Fund 2007 Established as an unrestricted fund

Emma Jane Skinner Fund 2001 Established by Frank B. Hanes to support human services organizations

Peggy and Ralph Stockton Fund 1995 Established as an unrestricted fund

Ralph and Frances Stockton Trust 1993 Established as an unrestricted fund

Colin and Mary Louise Stokes Fund 1991 Established as an unrestricted fund to support charitable purposes in Forsyth County

Lillian S. Stultz Fund 1982 Established by bequest for general charitable purposes of the Foundation

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

Edward and Mary Alice Tarulli Fund 2006 Established with the remainder of a charitable trust to provide services or programs that benefit individuals who are visually handicapped

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

J.C. Tise Fund 1927 Established by bequest to support general educational purposes with an emphasis on programs providing enrichment and outreach

Nelson and Dorothy Tomlinson Fund 1997 Established as an unrestricted fund

Twin City Hospital Funds 1920 Established by the executive board of the Hospital by bequest from John W. Alspaugh to benefit projects on behalf of the medically indigent in the community

Wachovia Bank of North Carolina Fund 1987 Established with a gift for unrestricted use and added to in 1994 in honor of all former and current Wachovia employees and in memory of Herbert Brenner

Spencer and Nell Waggoner Charitable Fund– 2005 Established through the estate of Nell Kerns Waggoner

Hayes and Amy Wauford Fund 2007 Established as an unrestricted fund

Art and Dannie Weber Education Fund 2007 Established as a field of interest fund for education

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

Bobby Ray Wilson Human Fund 1996 Established to benefit incarcerated persons in Forsyth County

Nancy H. Wilson Fund 2009 Established by bequest for unrestricted purposes

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

Edna Motsinger Wooten Fund 2010 Established by bequest for unrestricted purposes

Aubrey Marcus Zimmerman Fund for Recreation 1984 Established to provide recreational opportunities for the handicapped


FUND YEAR PURPOSE

Memorial Fund

for the Handicapped

Unrestricted


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.

Black Philanthropy Initiative Endowment

Nick and Nancy Bragg Arts Fund

Gerald Chrisco Charitable Fund

Andrea and Brian Fox Fund

Henry McVeigh Noel II Advised Fund

Kevin and Wendy Oliver Advised Fund

Barbara M. Page Fund

Britton Rudolph Noel Sams Advised Fund

Bryan D. Yates Fund

William T. and Sylvia F. Alderson Fund 1997

Anonymous (7)

Susan and Jerry Arnold Trust 2011

Philip S. Auchincloss Fund 2000

Robert G. Auchincloss Fund 2000

Marshall B Bass Children’s Fund Endowment 2004

Bartlett and Wyatt Bassett Fund 2004

Andrew Beattie Endowment 2010

Bert and Joy Bennett Family Fund 2012

Ted and Charlotte Blount Fund 1997

Karla Bolen Memorial Fund 2003

Elizabeth E. and Henry M. Booke Trust 1994

Sam and Anne Booke Family Trust 1989

Julian R. and Mary P. Bossong Fund 1998

Skip and Beth Boswell Trust 2007

Braswell Family Charitable Fund 1995

Mike and Wendy Brenner Trust 2002

Paul and Judy Moore Briggs Family Fund 2000

Royall and Alice Brown Advised Trust 1993

Royall R. Brown, Jr. Advised Trust 1992

Budd Group Foundation 2001

Christopher David Budd Fund 1996

Joseph R. Budd Family Trust 1997

Nathan, Jordan, and Nicholas Budd Fund 1998

Richard P. and Sylvia S. Budd Fund 1983

Burr Family Trust 2006

John W. Burress Advised Fund 2008

Cardwell-Archer Charitable Fund 2001

Douglas and Marilyn Cardwell Fund 2010

Mary J. and Kenneth P. Carlson Advised Fund 2000

Carr Family Advised Fund 2006

Sam N. Carter and Pauline H. Carter Fund 2000

Cawood Charitable Fund 1993

Lee Chadwell Fund 2002

Chuck and Bobbie Chambers Advised Trust 1992

Chapman Family Fund 2010

Lucy Hanes Chatham Fund 1949

Lucy Hanes Chatham Library Fund 1951

Richard T. Chatham Fund 1972

Thomas Lenoir and Anna Hanes Chatham Fund 1998

Gerald Chrisco Charitable Fund 1998

Robert Clark Family Fund 1997

Phillip M. Clifton, MD Memorial Fund for Children 2003

Brenda Kulynych Cline Fund 1998

Clover Street Fund 2003

Ron and Jeff Coppage Cancer Fund 1999

A. Robert Cordell Family Trust 1998

Joan R. and David L. Cotterill Advised Trust 1994

Credence Fund 1997

Bill and Betty Gray Davis Fund 2000

John and Terrie Davis Family Fund 1999

Deem/Turner Charitable Endowed Fund 2012

DeForest Family Fund 2003

Ashley Holland Dozier Charitable Fund 1998

Driscoll Family Fund 1997

Joseph B. and Mary M. Dudley Advised Fund 1997

Nancy W. Dunn Trust for Spiritual Development 1995

Mignon Durham Charitable Fund 1997

Christopher Richard Eagan Fund 2002

EHI Fund 2004

Lynn and Barry Eisenberg Endowed Fund 1998

Elkin Community Trust 1993

C.B. Eller Education Fund 1987

Grace H. Emken Fund 1993

Ann and John Faris Community Fund 2008

Finley-Anderson Fund 1994

Firetree Fund 2008

Robert and Carol Ford Charitable Trust 1996

For Katie’s Sake Endowment 2012

Fries-Willingham Fund 2011

James A. and Elizabeth K. Fyock Trust 1999

Gaddy Educator Fund 2010

Dr. Kenneth R. Gallup, Jr. Family Charitable Fund 1996

Thad W., Mildred B. and Kathryn W. Garner Trust 1998

Genesis Fund 2007

Glade Valley School Fund 1988

Annie Bennett Glenn Fund 2010

Madlon and Kirk Glenn Family Fund 2010

Alice Jane Goodson Fund 2011

Alice O’Kelley Goodson and William A. 1991 Goodson, Jr. Family Trust

William A. and Georgia H. Goodson Fund 1968

Louis and Marcia Gottlieb Family Fund 1996

Margaret N. Graham Art Fund 1942

Bernard and Anne Howell Gray Advised Fund 1998 for the Community

Green Angel Fund 1997

NEW FUNDS IN 2013

FUND YEAR

DONOR-ADVISED FUNDS

ENDOWED FUNDS


J.T. Greene, Jr. Charitable Trust 1995

Emily Grousbeck Fund 1988

Hanes Family Downtown Fund 2003

R. Philip and Charlotte M. Hanes Community Trust 1988

Harrison Family Fund 2001

Sam and Kathryn Hauser Fund 2005

Thomasine Herring Hayes Fund 2009

L. Stephen Hendrix Fund 2001

Emily Millis Hiatt Fund 2010

Dorothy R. Hilton and J. Glenn Hilton Family Fund 2012

Judith Hoots Family Fund 2005

B.F. Huntley and Josephine Huntley Trust 1997

David A. and Roberta W. Irvin Fund 2000

Janeway Family Fund 1996

W.T. and Mary Cobb Jenkins Family Fund 2005

Bill Johnson Trust to Benefit Stokes County 1999

Florinda C. Johnson Charitable Fund 2005

Garland Johnson Fund for the Benefit of 2001 Elkin Public Library

J. Michael Johnston Memorial Fund 1996

Jones Family Fund 2006

Leon and Renee Kaplan Fund 1999

Stanhope A. and Elizabeth P. Kelly Family 2012 Advised Fund

Kind Kids Care Advised Fund 2012

Dale King Fund 2004

L. Andrew Koman and Leigh E. Koman Fund 1999

Thomas J. and Lynne Koontz Charitable Trust 1996

Kulynych Children Advised Fund 2012

A. Thad and Margaret W. Lewallen Advised Trust 1994

A.J. Linville Memorial Fund 2006

Lippard Traumatic Brain Injury (TBI) Fund 2011

Jeff and Debbie Long Fund 2012

Lowy Family Fund 1997

M3 Family Fund 2012

Jim and Mary Allen Martin Fund 2012

Lydia Phillips McCabe Advised Fund 1997

McGowen Charitable Fund 1996

McGuirt Family Fund 1996

McHugh Family Fund 2012

J. Frank and Laura Turnage McNair Charitable Trust 1996

William and Kim Means Charitable Fund 1996

Medlin Charitable Fund 1994

John and Kelly Merritt Family Charitable Trust 2007

Henry S. Miller Advised Fund 2005

Molly Millis Hedgecock Fund 2010

James and Deborah Millis, Jr. Fund 2009

James H. Millis, Jr. Family Advised Fund 2012

Dr. John H. and Elizabeth B. Monroe Fund 2002

Elsie L. Morris Fund 1999

Morgan Family Charitable Trust 2010

Gene and Margaret Motsinger Family Fund 2006

Neal Family Fund 2001

Lucian and Robie Neal Fund 2002

Stephen L. Neal Advised Fund 1997

T. David Neill Family Fund 1998

O’Brien Family Fund 2005

Sam C. Ogburn, Sr. and Mary Ceile F. Ogburn Fund 2007

Orr Family Charitable Trust 1999

Katherine W. Otterbourg Fund 2003

Barbara and C.T. Overby Youth Golf Fund 2006

Marlene and Craven Page Trust 1997

Dwight E. and Annie E. Pardue Advised Fund 2004

Harry O. and Margaret W. Parker Family Trust 2006

Nathan E. and Lisa J. Parrish Advised Fund 2007

Eugene and Ann Paschold Fund 1996

Bob Pate Memorial Fund 1987

Pauline Davis Perry Fund 1996

L. Gordon and June D. Pfefferkorn, Jr. Trust 1993

L. Gordon, Jr. and June D. Pfefferkorn Trust-2 1999

Steve and Carolyn Phelps Fund 2011

Piedmont Federal Fund 1993

Ruth M. and Clifton E. Pleasants Trust 1990

Michael J. Pollak Trust 1995

Ashburn Wright Wall Pollock Charitable Trust 1994

Frances and Steve Porter Family Fund 2010

Billy D. and Deborah Prim Donor Advised Fund 2004

Gladys Cain Pulliam and Grady R. Pulliam, Jr. Fund 2007

Realty-Analytix Triad Stewardship Fund 2009

David and Deborah Rice Fund 1995

Roaring Gap Community Fund Endowment 2010

Roaring Gap Fund Education Endowment 2011

T. Wayne Robertson Memorial Fund 1998

Roslyn Trust 2000

Rubin Family Fund 2000

Tom and Kathy Rucker Charitable Trust 2000

Guy and Liz Rudisill Fund 1993

Benjamin and Avon Ruffin Family Fund 2007

Jack and Betty Runnion Fund 1996

Pearl and Ray Sams Family Trust 2000

Phoebe B. and William M. Satterwhite, Jr. Fund 2005

Daniel and Linda Sayers Charitable Fund 1996

Margaret Scales and Graydon Pleasants Endowment 2007

Andrew J. and Ellen N. Schindler Advised Fund 2004

Adrian R. and Robert D. Shore Trust 1999

SKM Charitable Fund 2004

Katie Sleap Memorial Fund 2005

Zach Smith Fund 2009

F. Conard and Jean Snyder Fund 2005

Morris and Lillian Sosnik Memorial Fund 1987

Jonathan Mark Spaugh Memorial Charitable Fund 2010

William A. and Eleanor W. Starbuck Advised Fund 2010

William A. and Eleanor W. Starbuck Charitable Fund 2010

Rufus T. Stedman Memorial Fund 1931

Nealie Belk Stevens Fund 1962

Richard and Wendel Stockton Fund 1997

Janice Kulynych Story Fund 1998

Charles V. Taft Family Charitable Trust 1995

John A. and Marguerite B. Taylor Fund 1986

Thompson/Rotary Club of Winston-Salem 1950 Educational Fund

Thornton Family Fund 2001

Tuttle Family Charitable Fund 2005

Harry and Nancy Underwood Advised Trust 1994

Margaret M. Urquhart Advised Fund 2001

Carolyn H. Vaughn Fund 1997

Wake Forest Baptist Church Fund 1992

Wall Family Trust 2002

Maytrice Walton Fund 2010

Ward Family Advised Trust 1995

Sharon L. Washington-McBryde Memorial Fund 2005

Bill and Judy Watson Fund for the Arts 2011

Edward Kent Welch Memorial Fund 2005

A.T. Williams Oil Company Fund 1988

A. Tab Williams, Jr. Crime Prevention Fund 1996

A. Tab Williams, Jr. Public Education Fund 1996

FUND YEAR

Donor-Advised Funds, continued


Catherine R. Williams Family Fund 2003

John W. and Donna H. Willingham Advised Fund 2006

Diana Dyer Wilson Endowment Fund 1971

Jane Butler and J.D. Wilson Family Trust 1983

Paula Wimmer Memorial Fund 2006

Windfall Fund 2012

Ann King Windham Fund 2004

Winston-Salem Dash Baseball Community Trust 1999

Winston-Salem/Forsyth County Economic 1985 Development Fund

Winston-Salem Forsyth County Excellence in 1982 Education Endowment Fund

Winston-Salem Police Benefit Fund 1980

Winston-Salem Regional Association of REALTORS 2005 Charitable Fund

Winston-Salem Twin City Host Lions Club 1999 Endowment Fund

Wolfe Family Fund 2000

Woman’s Club of Winston-Salem Fund 1935

Women’s Fund Endowment 2007

Rick and Lyn Worf Fund 1998

Elizabeth L. Wyeth Fund 1998

JoAnn M. Yates Fund 2008

Lynn and Jeff Young Charitable Fund 2010

Yasser and Georgia Youssef Family Trust 2008

Youth Philanthropy Initiative 2004

Blanche Raper Zimmerman Fund 1986

Donor-Advised Funds, continued

FUND YEAR


DESIGNATED AND AGENCY ENDOWMENT FUNDS

Adam Legacy Endowment Fund Established by The Adam Foundation in 2013 for the support of its mission

Louise S. and Samuel C. Adams Trust Established by the will of Louise S. Adams in 2013 for three organizations

Anonymous (1)

Aunt Pauline’s Pantry Fund Established by Charles R. Hemrick and Norma H. Charles-Sink with the Sam N. Carter and Pauline H. Carter Fund for the Ronald McDonald House of Winston-Salem

College Park Baptist Church Endowment Fund Established by College Park Baptist Church to support the mission of the church

Cecil and Henrietta Foushee Fund for Maple Springs Established to support Maple Springs United Methodist Church

Bonnie B. and James C. Messick Charitable Fund Established by the estates of Bonnie and Jim Messick in 2013 for Faith United Methodist Church and for the Foundation’s community grantmaking

Regina Derwin Lofland Fund Established by the estate of Regina Lofland in 2013 for six charitable organizations

Carolyn G. and Charles H. Duckett, MD Endowed Fund Established by the Ducketts in 2013 as a designated fund to benefit educational and charitable entities in perpetuity

SECU Family House Endowment Established by the SECU Family House as an agency endowment

St. Timothy’s Episcopal Church Endowment Established by the church as an agency endowment

St. Timothy’s Episcopal Church Outreach Fund Established by the church as an agency endowment to support outreach activities

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

Stuart C. Thomas Designated Fund Established with life insurance as a charitable fund

Jesse C. Temple Trust Fund Established by the will of Jesse C. Temple in 2013 for various charitable purposes

Twin City Kiwanis Endowment Established by the Twin City Kiwanis Foundation for the support of its mission and work

Youth Opportunities Endowment Established from the proceeds of the sale of a former Youth Opportunities emergency shelter for the benefit of Youth Opportunities, Inc.

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.

Louise and Sam Adams Designated Fund 2005

Joyce Adger Endowment for Bethesda Center 2009

Emily Allen Wildflower Preserve Protection and 2001 Management Endowment

Celeste Tucker Alspaugh Memorial Trust 1964

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

American Red Cross (NWNC Chapter) Endowment 1997 Fund

Amos Cottage - Harry O. Parker Wing Fund 2004

Arts Council Endowment Fund 1957

Arts for Life Endowment 2008

Ashburn Trust - Bowery Mission and Young 1970 Men’s Home

Ashburn Trust - World Vision 1970

Associated Charities Fund 1928

Sarah Austin Child Development Center Trust 1995

Sarah Austin Family Services Shelter Trust 1991

Mary Ruth B. Barrett Fund 2006

Celestine Pate Bass Memorial Hospice Fund 2007

Marshall B Bass Best Choice Center Endowment Fund 1997

Marshall B Bass Fund for Senior Services 2008

Marshall B and Celestine P. Bass Endowment for 2008 St. Anne’s Episcopal Church Child Care Center

Bill and Hallie Beckerdite Trust Fund 2010

Nathalie L. Bernard Fund 1963

Big Brothers / Big Sisters Services, Inc. Endowment 1996

Mary Leight Booe Fund 1989

Daniel and Jo Ann Boucher Industries for the 2004 Blind Endowment

Gertrude and Morris Brenner Fund 1993

Hal Brownfield Endowment 2007

Buena Vista Median Restoration Endowment 2011

Nick Bunce Friendship Fund 2002

Bess Lee Burke Memorial Fund 2003

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


FUND YEAR

ENDOWED FUNDS


Hugh E. Bynum, Jr. and Elizabeth H. Bynum 2000 Memorial Fund - Designated

Calvary Baptist Church Fund 1998

Camp Civitan Fund 1986

William Joyce Camp Dogwood Endowment 1995

Dorothy M. Carpenter Fund 2008

Carr Family Fund - Designated 2006

The Centers for Exceptional Children Endowment 2010

Centenary United Methodist Church Sunday 1927 School Fund

Perry B. Clark Memorial Fund of Leadership 1987 Winston-Salem

A.F. Clement Trust - Designated 2011

Joel and Blanche Clingman Charitable Trust 2009

Community Care Center for Forsyth County, Inc. 2007 Endowment

Community Marrow Donor Program, Inc. - Forsyth 2000 County Area Endowment

Nottie Riddle Cook Fund 1986

Planned Parenthood Dewitt Cordell Education 1987 Endowment

Florence Corpening YWCA Mission Fund 2012

Athalene Couch Fund 2012

Crimestoppers Endowment Fund 1992

Crisis Control Ministry, Inc. Endowment Fund 1987

Crosby Endowment Fund 1987

Crosby Scholars Endowment Fund 2008

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

Bunny and Bill Davis Highland Scouting Fund 2000

Elkin Public Library Endowment 2011

Enrichment Center Endowment 2006

Alex C. Ewing North Carolina School of the Arts 1999 Campus Fund

John H. Felts, M.D. Fund 2000

Forsyth Jail and Prison Ministries Endowment 2002

Forsyth County Dental Society Endowment 2010

Friendship Force of Central North Carolina Fund 1987

Guy R. and Florence M. Fulp Charitable Trust 2000

Galloway Memorial Episcopal Church Endowment 2009

Germanton United Methodist Church Fund 2005

J. Kirk Glenn Jr. Endowment for Crisis Control 2008 Ministry

Goodwill Industries of NW NC, Inc. Endowment 1997

William (Billy) and Maggie Gordon Memorial Fund 1998 for Haw Pond Church of Christ

Grace Court Trust 1996

Bowman and Gordon Gray Trust 1970

Bowman Gray Trust - Bowman Gray School of 1970 Medicine

Gordon Gray Trust - Bowman Gray School of 1982 Medicine

James A. Gray Endowment 1946

James A. Gray Foreign Mission Fund 1948

Group Homes of Forsyth, Inc. Endowment 1993

Habitat for Humanity of Forsyth County Endowment 1999 Fund-II

Mr. and Mrs. F. Borden Hanes, Jr. Designated Trust 2010

Gordon Hanes Memorial Endowment for Crisis 1995 Control Ministry

Jacob F. Hanes Fund for Superannuated Methodist 1935 Ministers

Jacob F. Hanes Fund for The Children’s Home 1935

Joan H. Hanes Fund 1983

Virginia Scully Hart Memorial Fund 2012

Lewis Lee and Suzanne Ellis Hawley Memorial Fund 2008

Charles E. and Pauline L. Hayworth Fund 1994

Thomas K. Hearn, Jr. - Leadership Winston-Salem 2010 Scholarship

Henderson Endowment for Galloway Memorial 2010 Episcopal Church

Ada Hill and Jesse Davis Powers Fund 2005

Mary Hill Habitat for Humanity Fund 1996

Lawrence and Wilda Hine Charitable Fund 2011

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

James E., Jr. and Betty Jones Holmes Fund 1999

Lawrence Byerly Holt, MD Memorial Fund 1988

Raymond B. Hooker, Jr. Fund - Designated 2000

Hope Trust of Crisis Control Ministry 1995

Judith and Marbry Hopkins Endowment 1996

Louise S. Hunter Fund 2004

Viola and Dwight Jackson Memorial Fund 1999

Ella Mae Johnson Fund 1994

Johnson Family Cemetery Trust Fund 1999

Jimmy Johnson Memorial Fund 2005

Johnson Legacy Fund for Art 2012

June Porter Johnson Fund for Salem Academy and 2006 College

Trey Jones Philmont Scholarship Fund 2007

Junior League of Winston-Salem Endowment Fund 1998

Peter R. Kellogg Fund of Riverwood Therapeutic 2006 Riding Center

Jane R. Kennedy Endowment Fund 1989

Louis and Gretchen Klaff Trust-Designated 2010

Petro Kulynych/Blue Ridge Parkway Foundation 2003 Endowment

John W. Landingham Fund 2009

Peggy Bowen Leight Fund 2001

William H. Lester Memorial Scholarship 1990

Maintenance Trust for Lewisville United Methodist 1998 Church

Little Theatre Endowment Fund 1996

Lloyd Presbyterian Church Fund 2001

Elsie Ann Long Memorial Fund 1995

Love’s UMC Capital Needs Fund 2008

Love’s United Methodist Church Memorial Fund 2008

Jennifer Lowy-Dock Fund 1997

Lowy Fund - Shepherd’s Center 2000

Anne and Bill Magness Meals-on-Wheels Fund 2008

G.L. Millsaps Memorial Trust 2000

J. William Moir Charitable Trust 2006

Montague Scholarship Medal Fund 1939

William G. Montgomery, MD Fund for Senior Services 1995

National Trust for Historic Preservation in the 1981 United States

Mil and Marsh Naugle Fund 1999

North Carolina Academy of Physician Assistants 1992 Endowment

George S. Norfleet Bible Fund 1932

Elizabeth C. and Ralph B. Ogburn Fund 1984

Old Hickory Council/Camp Raven Knob Endowment 1989

Old Hickory Council Endowment Fund 1997

Outer Banks Relief Foundation Fund 2011

Harry O. and Margaret W. Parker Ophthalmology 2004 Research Fund

Margaret W. Parker Fund for Amos Cottage - 2004 Discretionary

Margaret W. Parker Fund for Amos Cottage - 2004 Operations

Margaret W. Parker - Ronald McDonald House of 1998 Winston-Salem Endowment Fund

FUND YEAR

Designated and Agency Endowment Funds, continued


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

Mary A. Payne Charitable Fund 2009

Lucy Paynter Fund 2005

Peace Haven Baptist Church of Winston-Salem 2010 Endowment

Fred Taylor Peden Trust of St. Paul’s Wilkesboro 2001

Penland Endowment for Art Education 2010

Penland School of Crafts Fund 1983

Francis D. and Fannie Byrd Smith Pepper, Sr. Fund 1997

Francis D. and Phyllis Canup Pepper, Jr. Fund 1997

Louise A. Peterson Trust 2002

Pfafftown Jaycees Designated Fund 2005

Piedmont Opera Endowment Fund 1987

Kerr and Naomi Pinnix Designated Fund 2006

Pinedale Christian Church Fund 1997

Julia Davis Pollard Memorial Fund 1969

Orpha Marie Leonard Pope Fund 1986

Richard and Barbara Pope Trust 1998

Larriston Hill Powers Memorial Fund 2005 Preservation North Carolina - Winston-Salem 1997 Regional Office Endowment Fund

Kenneth O. Raschke Literacy Initiative Trust 1996

Mary Neil Henderson Rice Designated Fund 2010

Stephen G. Richey Memorial Fund 1986

Wood Richmond Memorial Fund 1960

Golding H. Riddle Fund 1953

Golding H. Riddle St. Paul’s Episcopal Church Fund 2001

Right Turns for Youth Endowment 2003

Jimmy Roddick Fund 2010

Ronald McDonald House of Winston-Salem, Inc. 1985 Endowment Fund

Lorraine Flynt Rudolph Endowment Fund 2004

St. Paul’s Episcopal Church Endowment 1946

St. Paul’s Episcopal Church Mission Fund 1950

St. Paul’s Wilkesboro Endowment Fund 2001

St. Philip’s Episcopal Church Fund 1953

St. Stephens Episcopal Church Endowment 1997

Samaritan Ministries Endowment Fund 2001

Sawtooth School for Visual Art Endowment 1996

Sawtooth School for Visual Art Scholarship Fund 1996

Second Harvest Food Bank of Northwest North 1997 Carolina Fund

Senior Services, Inc. Endowment 1994

R.Y. and Eileen Sharpe Fund 1983

James Reynolds Sheffield, Sr. and James Reynolds 1995 Sheffield, Jr. Trust

Shepherd’s Center of Greater Winston-Salem 2005 Endowment Trust

Irving and Minnie Sheppard Memorial Fund 1999

Sloan S. Sherrill Fund 1978

Siloam Baptist Church Endowment Fund 1997

Paul and Sara Sinal Fund 1997

Frances Horne Smith and Howard H. Smith 1968 Memorial Fund

Gilbert W. and Gail S. Spencer Fund 2008

Sprinkle Mission Fund 1982

Stafford Fund for Bunker Hill Cemetery 2011

Pearl Fields Stafford Fund for Salem Academy 2011

Lucy L. Stedman Memorial Fund 1931

Ruth Stevenson Stewardship Endowment 2004

Ralph and Peggy Stockton Arbor Acres Fund 2006

Sturmer Spay and Neuter Fund 1993

Summit School Endowment Fund 1959

Robert E. Taylor Memorial Fund 1995

William Mills and Margaret Parks Taylor Fund 2007

Tower Fund 2008

Trinity Center Endowment Fund 2000

Bynum E. Tudor Fund for Reynolda House Museum 2001 of American Art

Unitarian Universalist Fellowship Endowment 2002

United Way Caring Shares Endowment 1990

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

Forrest and Gene Vogler Arts Endowment 2008

H. and E. Vogler Fund 1978

Voluntary Action Center Training Endowment Fund 1986

Spencer and Nell Waggoner Charitable Fund - 2005 Designated

John and Pauline Hoots Waller Trust 1999

Ina B. Watson Trust 2000

Wilkes Library Endowment 2001

Wilkes Playmakers Inc. Endowment 2007

Mr. and Mrs. A. Tab Williams, Jr. Fund 1998

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

A. Tab Williams, Jr. Fund for the Salvation Army of 1996 Winston-Salem

A. Tab Williams, Jr. St. Paul’s Building Fund 2007

LuTelle Sherrill Williams Fund 1986

Willow and Woody Memorial Trust for the 2001 Riverwood Therapeutic Riding Center

Diana Dyer Wilson Organ Maintenance Fund 1993

Winston-Salem Civitan Fund 2009

Winston-Salem Delta Fine Arts, Inc. Endowment 1995 Fund

Winston-Salem National Little League Endowment 2000

Winston-Salem Piedmont Triad Symphony Heritage 1999 Fund

Winston-Salem Symphony Chair Endowment Fund 1971

Dorothy E. Wolf Charitable Fund 2010

Wolfe Family Charitable Fund 1996

Wolfe-Steele Young Life Trust 1996

Jane Gilbert Womble Fund 2010

William F. and Jane Gilbert Womble Fund for 2010 Arbor Acres

William F. and Jane Gilbert Womble Fund for 2010 Senior Services

World Law Fund 1994

Bland and Ada Worley/Blue Ridge Parkway 1999 Foundation Trust

Hal G. Worley Endowment Fund 2011

Chris Yarborough Memorial Sawtooth School Trust 1998

YMCA of Greater Winston-Salem Heritage Club 1995 Endowment

Special Children’s School - Jacqueline Styers Young 2001 Fund

FUND YEAR

Designated and Agency Endowment Funds, continued


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

college or university.

Trina M. Batchelor Memorial Scholarship Established by Steve Batchelor to provide scholarships for graduating high school seniors

Hispanic League Scholarship Established by Hispanic League to support scholarships for current and former ESL students

Shaun Edward Stewart Scholarship Established by Bonnie Stewart to honor her son and to provide scholarships for graduating high school seniors

Paul M. Wiles Scholarship Fund Established in 2011 and endowed in 2013 to honor Paul Wiles upon his retirement from Novant Health

Clyde and Martha Aldridge Scholarship 2007

Annie S. Alexander Memorial Scholarship 2009

Kate Allred Education Grant 2010

William H. Andrews/HAWS Scholarship Fund 1993

Zack H. Bacon IV Scholarship 2005

Marshall B Bass Endowed Scholars Program at 2002 Winston-Salem State University

Marshall B Bass Scholars Endowment Program at 2005 Forsyth Technical Community College

Marshall B Bass Scholars Endowment Fund at 2007 Livingstone College

Marshall B Bass Scholars Fund at Voorhees College 2004

F. A. and Charlotte Blount Scholarship 2007

Sam L. Booke, Sr. Scholarship Fund 1989

Boyles-Eidson Scholarship Fund 2001

Jeanna Brown Memorial Scholarship Fund 1986

Tien Bui Memorial Scholarship 2007

Bryon Tyler Burdick Memorial Fund 1989

Wes Burton Memorial Scholarship 2005

Carver High School Alumni Association Scholarship 2010

Mark Collier Caudill Scholarship 2011

Ray S. Church Memorial Scholarship Fund 2006

A.F. Clement Trust for Scholarships 2011

Gwenn Steward Clements Scholarship 2009

Azalee Clements Memorial Scholarship 2012

Elmer and Rosa Lee Collins Scholarship 2006

Lloyd E. and Rachel S. Collins Scholarship Fund 2001

Mary Rowena Cooper Scholarship Fund 1991

Ray and Jackie Cope Scholarship Fund 2005

D.C. Cornelius Memorial Scholarship Fund 2004

Serena D. Dalton Scholarship Fund 1977

Joseph E. Davies Scholarship Fund 2002

Bunny and Bill Davis Highland Scholarship Fund 2000

Oliver Joel and Ellen Pell Denny Healthcare 1985 Scholarship

Joyce and Jim Dickerson Scholarship Fund 2000

Digestive Health Specialists Scholarship 2010

Wade and Marcelene Duncan Scholarship Fund 2004

Billy Dwight Memorial Scholarship 2011

East Forsyth High School Alumni Scholarship 2002

James M. and Mary P. Edwards Memorial Scholarship 2010

James L. Einstein College Scholarship Fund 2009

Marlene Marie Pope Flinchum Scholarship 2001

Forsyth County Nursing Scholarship Fund 1969

William Ragsdale Froelich Memorial Scholarship 2010

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

The Garden Club Council of Winston-Salem and 2004 Forsyth County Scholarship

Matthew Alan Gfeller Memorial Scholarship 2009

Claire Tillson Gladding Scholarship 2010

James A. Gray High School Alumni Scholarship 2002

Josh Gray Memorial Scholarship 2010

Robin and Danny Greenspun MBA Scholarship 2011

Claude B. Hart Memorial Scholarship 2004

William T. Hatch and Mabel P. Hatch Scholarship 1994 Fund

Fred and Mozelle L. Hinshaw Scholarship Fund 1995

Walter R. Hoag Scholarship Fund 1990

Fred Colby Hobson Scholarship Fund 1994

Brevard R. Hoover, Jr. Leadership Award 2007

I.W. Hughes Scholarship Fund 2008

Sergeant Mickey Hutchens Leadership Scholarship 2009

A. Ruth Hutchins Memorial Scholarship 2010

Elizabeth Loving James Memorial Scholarship 2007

John Russell Jarman Scholarship Fund 1996

Flora Royall Johnson Scholarship Fund 1996

Stella B. Johnson Scholarship Fund 1987

Tripp Joye Memorial Scholarship Fund 2009

Kapp-Weaver Scholarship Fund - Greensboro College 1997

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

J. Lee Keiger, Jr. Family Fund 1999

Douglas Gray Kimel Scholarship Fund 2007

Joyce Kohfeldt Endowment for Crosby Scholars 2011

Lambeth Family Scholarship 2011

Law Enforcement Benefit Fund 1993

Law Enforcement Family Scholarship Fund 1994

Leinbach Chain-Breaker Scholarship Fund 1992

Denver Lindley, Jr. Arts Scholarship Fund 2012


FUND YEAR

STUDENT AID FUNDS

ENDOWED FUNDS


Johnny Lineberry Memorial Scholarship Fund 2008

L.D. and Elsie Long Memorial Scholarship Fund 1980

Love’s United Methodist Church Scholarship for 2008 Christian Education

Love’s United Methodist Church Scholarship Fund 2008

Edwin E. and Grace Kimrey Maddrey Scholarship 2003 Fund

Douglas N. Marlette Memorial Scholarship Fund 2012

Mary Speer Martin Scholarship Trust 1997

R. Bruce Matthews Student Assistance Fund 2010

Mark James Mendenhall Memorial Scholarship Fund 2009

Millennium Charter Academy College Scholarship 2007

Julia Yokeley Miller Memorial Scholarship Fund 1983

N. W. Mitchell/Piedmont Federal Endowed 2003 Scholarship Fund

Gray W. Mock Family Scholarship 2005

Chester Arzell and Helen Miller Montgomery 2007 Scholarship Fund

Albert Morgan, Jr. and Olivia E. Morgan Scholarship 2012

Harry C. Morgan Memorial Scholarship 2012

Paul Holcomb Murphy Memorial Fund 1983

Murray Supply Company Scholarship 2006

Michael Nachman Scholarship Fund 1995

Emma Kapp Ogburn Memorial Fund 1946

Orthopaedic Specialists of the Carolinas’ Nursing 2002 Scholarship

Willis H. Overby Scholarship 2010

Jeannette Anderson Parker Memorial Scholarship 2008 Fund

Otis B. and Genevieve W. Parrish Scholarship 2010

Alice Conger Patterson Scholarship 2007

William H. and Lena M. Petree Trust 1996

L. Gordon, Jr. and June D. Pfefferkorn Scholarship 2004

L. Gordon, Jr. and June D. Pfefferkorn Scholarship 2004 Fund for Forsyth Technical Community College

Philo ABC Memorial Scholarship Fund 2001

Pfafftown Jaycees/Lynn Canada Memorial 2005 Scholarship Fund

Dean Prim Scholarship Fund 1989

Robert G. Prongay Key Club Scholarship 2001

Patty Brendle Redway Fund 1996

Kate B. Reynolds Scholarship Fund 1979

R.J. Reynolds High School Class of 1968 Memorial 1998 Scholarship Fund

Rider Family Scholarship 2004

Evelyn Ripple Winston-Salem Beta Sigma Phi 1996 Scholarship Fund

Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund 1998

Samuel K. Rowland Trust 1928

Salem Lodge #139/Robert A. Miller Memorial 2011 Scholarship

Ray and Pearl Sams Scholarship Fund 1999

Samuel Griffin Seawell and Patsy Moore Seawell 2008 Memorial Fund

Roy Eugene and Collie Byrd Sebastian Memorial 1997 Scholarship Fund

Sharpe Student Loan Fund 1981

Bruce Shelton Scholarship Fund 1991

Thomas E. Shown, MD Scholarship Fund 2006

Jonathan LaRon Skinner Memorial Scholarship 2010

Ann Lewallen Spencer Scholarship Fund 1995

Stultz Scholarship Fund 1982

Summit School Opportunity Fund 2006

Virginia Elizabeth and Alma Vane Taylor Nursing 1966 Scholarship

Bill and Cynthia Tessien Scholarship 2011

Jeff Turner-Forsyth Audubon Scholarship Fund 2005

Nell and Spencer Waggoner Scholarship Fund 2005

Art and Dannie Weber Fund for Forsyth Technical 2007 Community College

Art and Dannie Weber Scholarship 2007

Erma Drum Webster Fund 1996

A. Tab Williams, Jr. Scholarship Fund 2003

A.T. Williams Oil Company Scholarship Fund 1998

A.T. Williams Oil Company Fund II - H. Frank 2001 Steelman Scholarship

Elizabeth T. Williams Memorial Scholarship 1999

Edwin H. and Louise N. Williamson Endowed 2007 Scholarship

The Winston-Salem Foundation Student Loan Fund 1947

Winston-Salem Hospitals Consortium Nursing 1981 Student Loan Fund

Erica Wolfe Memorial Scholarship Fund 1998

Woodbine Big Dreams Scholarship 2011

Yadkin County Association of Educators (YCAE) 1985 Scholarship Fund

Marcus Raper Zimmerman Scholarship Fund 1983

THE WINSTON-SALEM FOUNDATION 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.

Guy J. Bridges, Jr. Educational Fund 2006

Leo Caldwell Memorial Student Loan Fund 1923

Stanley Michael Elrod Scholarship Fund 2004

Emergency Loan Fund 1937

John L. Gilmer Student Loan Fund 1947

John Gold Memorial Fund 1976

Anna Hodgin Hanes Student Loan Fund 1926

Stanley D. Hartgrove Memorial Scholarship Fund 1997

Keith Jackson Memorial Fund 1976

Andrew Lane Memorial Scholarship 2006

Lasater Student Loan Fund 1927

Rachel Tolson Law Memorial Scholarship Fund 2008

Ricky Douglas Mitchell Scholarship Fund 2009

Norfleet Memorial Fund 1976

Lucy Simmons Puryear Memorial Scholarship Fund 1994

W.N. Reynolds Student Loan Fund 1931

M.D. Stockton Education Fund 1927

N.D. Sullivan Charitable Trust 1971

George B. Whitaker Memorial Student Loan Fund 1927

Ms. Konstance L. Coston

Mr. and Mrs. J. Carlton Deaton

The Mortimer and Barbara Klaus Family Foundation

COMPONENT FUND YEAR

DONORS IN 2013


John and Jeanne Bennett Family Fund

Bruce T. and Susan B. Brown Family Fund

Josh Bush Charitable Fund

Carswell/Parsley Family Fund

Tom and Jocelyn Connors Fund

DeRamus Family Fund

Ragan and McDara P. Folan, III Charitable Fund

Garrett-Glass Donor Advised Fund

Brenda and Scott Gerding Fund

Jennifer Wallis Hill Advised Fund

Robert E. and Martha C. Leak Charitable Fund

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

Ray and Cathy Owen Charitable Fund

Prince William Community Benefit Fund (Burriss)

Prince William Community Benefit Fund (Jones)

Prince William Community Benefit Fund (Khot)

Kate B. Reynolds Charitable Fund

Annie and Troy Sager Charitable Fund

Mr. and Mrs. Douglas Sean Toole Fund

Truliant Federal Credit Union Fund

David C. and Mary F. Twine Charitable Fund

Carol Ziel and Donald Kautz Fund

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

NON-ENDOWED ADVISED FUNDS

Tom and Jean Adams Fund

AEG Fund

David and Liz Albertson Fund

Hannah Albertson Fund

Martha Albertson Fund

Elms and Harriet Allen Advised Fund

Gayle Anderson/Carey Hedgpeth Fund

Dr. Stephen G. and Cynthia Anderson Advised Fund

Mr. and Mrs. James N. Andrews Fund

Anonymous (7)

ARC Fund

Marie and Guy Arcuri Family Fund

Douglas D. Arnold and Lynn E. Calhoun Advised Fund

Dan and Margaret Austell Fund

Dr. Khosrow Bahrani Advised Fund

Charles S. and Beth D. Baldwin Advised Fund

Pam and Bill Ball Advised Fund

R. Barrett Family Fund

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

Michael and Julie Baughan Fund

Bill and Louise Bazemore Fund

Edward S. and Barbara T. Beason Advised Fund

Stewart and Tracey Beason Charitable Fund

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

Mr. and Mrs. Graham F. Bennett Advised Fund

Bentley Fund

Bill Benton Non-Endowed Fund

Deborah L. Best Advised Fund

Mr. and Mrs. H. Lee Bettis Advised Fund

Frank L. Blum Fund

Wilba Parrish Brady Advised Fund

Paul Breitbach Fund

Brendle Advised Fund

Mike and Wendy Brenner Charitable Fund

James T. and Betty S. Brewer Fund

Bridgeford Charity Fund

Michael Britt Family Fund

Brookfield Fund

Grace and Jimmy Broughton Fund

Bruce T. and Susan B. Brown Charitable Fund

Henrietta Dibrell Brown Advised Fund

Kenton and Amy Brown Fund

Kirby C. Brown Fund

Patty and Malcolm Brown Fund

Rodney C. and Martha R. Brown Fund

Callahan Family Fund

Canary Fund

Angela and William Carr Advised Fund

Susan Cobb Carson Advised Fund

Thomas A. and Kay B. Carter Advised Fund

David and Deborah Cassels Fund

Mr. and Mrs. Thomas H. Caudle Advised Fund

Cavanaugh Fund

Steve and Tonya Cavanaugh Hope Fund

Hobart and Adelaide W. Cawood Fund

Chuck and Bobbie Chambers Advised Fund

Dudley C. and Winborne S. Chandler Fund

Barbara F. Chatham Advised Fund

Jerry and Brenda Cheek Charitable Fund

Christopher Fund

Nick and Jennifer Chrysson Advised Fund

Jeff T. and René F. Clark Advised Fund

Perry and Kelli Clark Charitable Fund

Gwenn S. and Michael L. Clements Advised Fund

D. Elwood Clinard Fund

Kirtan Coan and Al Greene Advised Fund

Sophia Cody Advised Fund

Robert F. Coil Advised Fund

Gary W. and Virginia F. Cole Advised Fund

David and Carole Collins Fund

Teresa L. Conrad Fund

Barry and Dottie Cook Fund

NEW FUNDS IN 2013

NON-ENDOWED FUNDS


Harry Corpening Fund

Charles A. and Sally P. Corpening Family Fund

James and Barbara Corrigan Advised Fund

Dr. and Mrs. Robert J. Cowan Advised Fund

Cramer Family Fund

Craven Family Fund

Jane and Penn Craver Advised Fund

Mrs. Elizabeth W. Crockett Advised Fund

O.K. Crouch Family Fund

Rick and Sara Crowder Charitable Fund

Grace L. Cullinan Advised Fund

Julia C. Cullinan Advised Fund

Walker M. Cullinan Advised Fund

S. G. Dale Fund

Bill and Betty Gray Davis Advised Fund

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

Richard and Mary Dean Family Fund

Deaton Family Advised Fund

Deem/Turner Charitable Fund

Robin and Christopher DeVane Advised Fund

Louis Nelson Dibrell III Family Fund

Patricia Ann Rudolph Dixson Advised Fund

Kay and Dan Donahue Fund

Mr. and Mrs. James W. Douglas Advised Fund

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

Ashley H. and Graham P. Dozier Advised Fund

Dale E. and Luci H. Driscoll Advised Fund

Dr. Charles H. and Carolyn G. Duckett Fund

Noel Lee Dunn Advised Fund

Eagan Brothers LLC Fund

David C. Eagan Fund

Mary M. Eagan Fund

Bob and Gayle Edwards Advised Fund

Robert and Amy Egleston Advised Fund

Eisenberg Family Advised Fund

Jerry and Janet Enos Fund

Gerald and Ann Esch Donor Advised Fund

Gerald and Lee Evans Family Fund

Lisbeth C. Evans and James T. Lambie Advised Fund

Alexander C. Ewing Advised Fund

Falken Family Fund

Bobby and Betty Faulkner Fund

Donna and Michael Fina Advised Fund

Gary G. and Diana B. Fleming Fund

Gary Flower Advised Fund

Representative Dale and Synthia Folwell Family Fund

Forsyth Medical Center Community Benefit Fund (Thomas)

T. Vernon and Jennifer K. Foster Fund

Alice M. Foster-Ficken Fund

Cecil and Henrietta Foushee Advised Fund

Sheila F. and John C. Fox Fund

Alice Dibrell Freeman Family Fund

Bo and Jenny Fulton Charitable Fund

Nella P. Fulton Advised Fund

Paul Fulton Non-Endowed Advised Fund

Camille and Jim Galloway, Jr. Advised Fund

Dr. Kenneth R. Gallup, Jr. Advised Fund

Caroline Gamble Charitable Fund

Harold and Patricia Garner Donor Advised Fund

John and Linda Garrou Advised Fund

Susie and John Gates Charitable Fund

Gfeller Family Fund

Jim and Mary Alice Gibbs Advised Fund

John Munro and Flavel McMichael Godfrey Advised Fund

Ted and Julia Ann Goins Advised Fund

Tony and Vi Golding Fund

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

Thomas O. and Leesa L. Goodson Advised Fund

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

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

Kathryn Hanes Snow Advised Fund

C. Boyden Gray Advised Fund

Hunter Gray Advised Fund

Grosswald Family Charitable Fund

Alfa and Gerry Gunzenhauser Non-Endowed Advised Fund

Carlota G. Haberkern Fund

Hall Family Fund

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

Kelley and Drew Hancock Advised Fund

Hands and Feet Fund

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

Helen C. Hanes Fund

Jim Hanes Fund

Marcus Hanes Fund

Robin M. Hanes Fund

Kathy and Jim Hardison Advised Fund

S.W. Harjes Fund

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

John and Anne Harrison Advised Fund

Hash Advised Fund

Linda Adair Hatcher Memorial Fund for Eating Disorders

Charles H. and Susan R. Hauser Advised Fund

Dick and Karen Hedrick Advised Fund

Edna and Jeff Helms Fund

Jay and Jane Helvey Advised Fund

Tommy L. and Patricia B. Hickman Family Fund

Doris and William Hohman Non-Endowed Advised Fund

Julie Holland Charitable Fund

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

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

Homebuilders Association of Winston-Salem Charitable Fund

Bob and Gwynn Hooks Fund

Hope For The Hopeless - Spencer Meyer Foundation Fund

Mark and Betsy Hoppe Family Fund

H & R Hough Fund

Wava Howard Runnymede Beautification Fund

Eric N. Hoyle Advised Fund

Robert C. and Catherine C. Huber Advised Fund

Tom and Lucia Hughes Family Fund

John W. Hunt Advised Fund

Hunter Family Fund

Frank and Margaret Hunter Fund

Mr. and Mrs. David A. Irvin Advised Fund

Jim and Dianne Iseman Charitable Fund

Susan Cameron (Ivey) Advised Fund

Francis and Adele James Advised Fund

Jarrahi Family Advised Fund

JG Advised Fund

JMJ Community Investment Fund

Elizabeth G. and Stephen A. Johnson Charitable Fund

Peter and Karen Johnson Advised Fund

Ann and Halbert Jones Charitable Fund

Christopher and Lucinda Kellam Jones Fund

Mike and Brooke Joyce Fund

JSCG Donor Advised Fund

Pam and Fred Kahl Advised Fund

Non-Endowed Advised Funds, continued


David and Rachel Katzer Charitable Gift Fund

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

Sherry A. Kellett Fund

Charlie L. Kennedy, MD Donor Advised Fund

Robert M. and Mary R. Kerr Advised Fund

Nancy T. and Richard J. Keshian Fund

Cornelius Vanstory King Advised Fund

Robert W. and Candy E. Kiser Charitable Fund

Edith and Bill Knott Fund

D. Joyce Kohfeldt Fund

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

Petro Kulynych Advised Fund

Gilmour and Nancy Lake Advised Fund

Lambeth Family Fund

Susan and George Lautemann Advised Fund

Margaret G. Leight Advised Fund

Mary A. Leight Advised Fund

Kathy and Mike Lewis Fund

Lillie’s Friends Foundation Fund

Lindsay Family Fund

Lineberger Family Fund

Dr. A. Stanley and Mary Margaret Link Fund

George and Susan Little Advised Fund

Scott and Michelle Livengood Fund

Matt and Emmie Long Fund

Frank and Kay Lord Advised Fund

David and Libby Lubin Fund

Ludy Marie Fund

Gail Lybrook Advised Fund

John F. and Annette P. Lynch Fund

Dr. Mark P. Maier Advised Fund

Richard A. and Carrie Wall Malloy Advised Fund

Deborah S. Marshall Non-Endowed Advised Fund

Mr. and Mrs. James E. Martin Advised Fund

Janet and O.C. Martin III Fund

Dr. Richard Marx Advised Fund

Masich Family Fund

Doug and Mary Anne Maynard Fund

Drane and Bill McCall Advised Fund

Thomas P. and Anne B. McDowell Fund

Walter McDowell Advisory Fund

Sarah Murphy McFarland Advised Fund

Nancy Davis McGlothlin Fund

Cathleen and Ray McKinney Fund

John and Grace McKinnon Advised Fund

J.P. McMichael, Jr. Advised Fund

J. Frank and Laura Turnage McNair Advised Fund

Thomas C. McNeil and Sandra B. McNeil Advised Fund

William L. and Monica E. McSwain Advised Fund

Judson J. and Alice C. Milam Fund

Hof and Kathryn Milam Charitable Fund

Charles W. Miller Fund

Miller Family Advised Fund

Richard H. and Nola G. Miller Advised Fund

Susan Dibrell Miller Family Fund

James H. Millis, Jr. Fund for High Point

James H. Millis, Jr. Fund - Unrestricted

Mist Island Foundation Fund

J. Frank and Lynda K. Morris Advised Fund

Frank and Mary Jo Murphy Advised Fund

Dan and Bonnie Murphy Charity Fund

Murphy-Smith Family Fund

Murray Supply Company Advised Fund

Walter V. and Martha W. Murray Advised Fund

Leigh Thurston Myers Charitable Fund

Robert F. and Bonnie L. Naas Advised Fund

Mr. and Mrs. Lucian H. Neal Advised Fund

J. & J. Neely Advised Fund

David and Scottie Neill Advised Fund

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

Robert and Melanie Niblock Charitable Fund

Tom and Marilyn Nicholson Fund

Fred and Lillian Nordenholz Fund

Keith and Lisa Norman Family Advised Fund

Robert S. and Marianne D. Northington Advised Fund

Novant Community Benefit Fund (Baughan)

Novant Community Benefit Fund (Conrad)

Novant Community Benefit Fund (Evans)

Novant Community Benefit Fund (Gordon)

Novant Community Benefit Fund (Ketner)

Novant Community Benefit Fund (Lyles)

Novant Community Benefit Fund (Murphy)

Novant Community Benefit Fund (Plyler)

Novant Community Benefit Fund (Stolz)

Novant Community Benefit Fund (Stone)

Novant Community Benefit Fund (Tillman)

Novant Community Benefit Fund (Valentine)

Novant Community Benefit Fund (Woodlief)

Anita and Tom Ogburn, Jr. Fund

Laney and Merritt Orr Fund

Judith R. and Samuel H. Owen Fund

Ben C. and Mildred W. Paden Advised Fund

Mr. and Mrs. Craven B. Page Advised Fund

Mary Beth and Bob Parker Fund

Margaret Weatherspoon Parker Fund

Brookes H. Parrish Fund

Joe and Britt Parrish Fund

John and Dominique Patrick Fund

Lucie and Chuck Patton Fund

Carol and Raymond Pearson Charitable Fund

Peter Perret Fund for Young Musicians

Clifford and Elizabeth Perry Advised Fund

Ford and Jeanene Perry Advised Fund

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

Pfefferkorn Company Advised Fund

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

Mr. and Mrs. Stephen F. Phelps Advised Fund

David and Ingrid Pisetsky Advised Fund

William Pitser Advised Fund

Pitt Hopkins Syndrome Fund

Margaret Scales and Graydon Pleasants Advised Fund

Nancy and Ed Pleasants Advised Fund

Dr. Harold C. Pollard III Fund

Dr. and Mrs. Eddie Pollock Advised Fund

Robert S. and Wanda E. Pool Fund

Jane and Joe Potter Fund

Prince William Community Benefit Fund (Belden)

Prince William Community Benefit Fund (Danziger)

Prince William Community Benefit Fund (Fairchild)

Prince William Community Benefit Fund (Gary)

Prince William Community Benefit Fund (Grzejka)

Prince William Community Benefit Fund (Gutliph)

Prince William Community Benefit Fund (Hoover)

Prince William Community Benefit Fund (Magalski)

Prince William Community Benefit Fund (Parr)



Prince William Community Benefit Fund (Wine)

Nan and Tim Prout Charitable Fund

T.J. and Nancy Pulliam Advised Fund

Purcell Family Fund

PWB Healthy Lifestyle Fund

Mrs. Elizabeth L. Quick Advised Fund

George and Susan Ragland Fund

Rainey Charitable Fund

Ramona Fund

Reaves Family Charitable Trust

Burton and Frances Reifler Fund

Dick and Sandy Respess Fund

Reynolda Rotary Benevolence Fund

Dr. Vade Rhoades Fund

Lori and Pat Riazzi Fund

Richard T. Rice Fund

Rickelton Fund

Roaring Gap Fund

Pauline and Norwood Robinson Fund

Roddick Benevolence Gift Trust

Suzie and Dennis Ross Fund

Charles and Courtney Rowe Charitable Fund

David F. and Martha Wilson Rowe Advised Fund

Steve and Nancy Rowell Charitable Fund

Michael and Deborah Rubin Advised Fund

Curtis Flynt Rudolph Advised Fund

Carver and Betsy Rudolph Advised Fund

Sanford Harrison Rudolph Advised Fund

James M. and Lorre C. Ruffin Fund

Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund

Jill Runnion Fund

Dr. Wilson and Marcia Russell Fund

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

William Madison and Phoebe Barnhardt Satterwhite Fund

Robert D. and Pamela B. Saunders Fund

Thomas D. and Katherine E.M. Schroeder Fund

Beverly Britton Rudolph Shaw Advised Fund

Bill and Shirley Shaw Fund

Sherwood Forest Elementary School Fund

Adrian and Bob Shore Advised Fund

Dr. Thomas E. Shown Advised Fund

Joe B. and Virginia L. Simpson Advised Fund

Bucky and Debbie Sizemore Fund

Mike and Beth Skorich Advised Fund

Bruce W. and Sara C. Smith Advised Fund

Kenny and Amy Smith Fund

Brant and Kay Snavely Fund

John and Nancy Southard Advised Fund

Frederick P. and Gerrii S. Spach Fund

Spaugh Family Fund

Mary Jo W. and R. Arthur Spaugh Fund

Ann Lewallen Spencer Fund

Nancy Spencer Advised Fund

Michael W. Sperry Advised Fund

Stanley Family Success Fund

W. Fletcher and Anna B. Steele Family Fund

Shaun Edward Stewart Fund

Stratford Rotary Benevolence Fund

Rick and Kate Streng Advised Fund

Strother-Mayer Fund

Richard and Nancy Sullivan Fund

John J. and Betty Pratt Sutton Advised Fund

Sutton Family Fund

Jack and Cindy Sutton Fund

Virginia and Jim Sutton Advised Fund

Nancy King Tanner Advised Fund

Targacept TargaCare Fund

John A. Taylor Advised Fund

Marguerite B. Taylor Advised Fund

Thomas Teague Fund

Ron and Merle Tedder Charitable Fund

Louise Dibrell Theberge Family Fund

John B.R. Thomas Donor Advised Fund

Charles Tinsley Fund

F. Nelson Tomlinson Advised Fund

Dr. and Mrs. James F. Toole Advised Fund

Triad Academy Scholarship Fund

Triantos Fund

Mary Kay Tucker Advised Fund

Alex and Elliott Turner Advised Fund

Eleanor James Vance Advised Fund

Stuart F. and Frances McD. Vaughn Advised Fund

Peter and Carol Vrooman Advised Fund

Susan B. Wall Advised Fund

Lee Wallace Fund

Hans W. and Elizabeth K. Wanders Advised Fund

Jack and Jean Ward Advised Fund

William G. Ward, MD Family Advised Fund

Leslie R. and Robert E. Warhover Advised Fund

Phil and Jean Waugh Family Trust

Cornelia K. Weigl and Lachlan MacLachlan Advised Fund

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

Mr. and Mrs. P. Everett Wells III Advised Fund

Debbie S. Westbrook Advised Fund

Togo D. West, Jr. Advised Fund

Harden and Janet Wheeler Fund

Whitaker Elementary Endowment Fund

Louisa Whitaker Advised Fund

William A. Whitaker Advised Fund

Nancy and Monty White Advised Fund

Scott and Lauren Wierman Advised Fund

Paul and Jan Wiles Charitable Gift Fund

Arthur T. and Catherine R. Williams, III Advised Fund

Cynthia Williams Advised Fund

Dr. and Mrs. S. Clay Williams, Jr. Advised Fund

John G. and Patricia G. Williard Fund

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

Mr. and Mrs. H. Norton Willis Fund

Robert M. Willis Fund

Wilson Family Fund

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

W.T. Wilson Advised Fund

I am Free From Fund

Winters Advised Fund

Winston-Salem Rotary Benevolent Fund

Winston-Salem Twin City Host Lions Club Advised Fund

Calder and Martha Womble Advised Fund

Erna and Bill Womble, Jr. Advised Fund

Womble Carlyle Fund

Ralph H. Womble Advised Fund

William F. Womble Advised Fund

wurks Charitable Fund

Mr. and Mrs. Scott K. Young Charitable Fund

Stephen and Bonnie Zades Advised Fund

Mr. and Mrs. Nick G. Zegrea Advised Fund



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

BB&T Ballpark Sculpture Fund

Black Philanthropy Fund

Blue Ridge Developmental Day Fund

Vivian Burke Commemoration Fund

Carolina Center for Cognitive Rehabilitation Fund

COAD Disaster Relief Fund

Embrace Life Day Event Fund

Equality Winston-Salem Fund

Robert Faircloth Memorial Fund

Farm Fresh Healthy Living Program

William A. Goodson, Jr. Memorial Fund

Steve and Lyn Halstead Fund for Twin City Youth Soccer

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

Hospice Healing Build Fund

Housing Authority of Winston-Salem LEAD Scholarship

Peppercorn Children’s Theatre Fund

PRIDE Winston-Salem Fund

R.J. Reynolds High School Stadium Fund

Emile J. Simonel Memorial Fund

US Airways Community Project

Michael and Buffy Waltrip Charitable Fund

Waltrip Brothers Charitable Fund

Winston-Salem Community Development Collaborative Fund

Women’s Fund of Winston-Salem

TEMPORARY FUNDS

NON-ENDOWED FUNDS


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.

Abner Alexander Irrevocable Living Annuity Trust

Elms and Harriet Allen Unitrust

Stephen G. Anderson Irrevocable Living Unitrust

James L. Barnhardt Charitable Remainder Trust

Edward S. and Barbara T. Beason Unitrust

Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust

Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust

Frederick A. Blount and Charlotte F. Blount Irrevocable Living Annuity Trust

Patricia Ann L. and Grady E. Boyles, Jr. 2007 Charitable Remainder Unitrust

Ann Blanton Breese 2007 Charitable Remainder Unitrust

Eugenie Waddell Carr 2013 CRUT

Harry O. Corpening Charitable Remainder Unitrust

Athalene Couch 2007 Charitable Remainder Unitrust

Joyce H. and James P. Dickerson Charitable Remainder Trust

Frank E. and Mary B. Driscoll Charitable Remainder Trust

Elizabeth T. Edmondson Irrevocable Living Annuity Trust

Aleta Griffin Ellison 2012 Charitable Remainder Annuity Trust

Donald F. Folger Charitable Remainder Unitrust

Kathryn W. Garner Irrevocable Living Unitrust

Jean Abell Glass 2013 Charitable Remainder Annuity Trust

Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust

Edmund B. Hopkins Irrevocable Living Unitrust

Lucy Kaplan Irrevocable Living Unitrust

William A. and Edith T. Knott Irrevocable Living Unitrust

William G. and Ava O. Koronis Charitable Unitrust

Mary Annette Leight 2002 Charitable Unitrust

Douglas Lewis Family Charitable Remainder Trust

Curtis and Sara Long Charitable Remainder Unitrust

Sara S. and Curtis E. Long 2005 Charitable Remainder Unitrust

William and Drane Vaughn McCall Irrevocable Living Unitrust

Nancy Davis McGlothlin Charitable Remainder Unitrust

John B. and Grace D. McKinnon Irrevocable Living Unitrust

Margaret W. Parker Charitable Lead Unitrust

Emerson Walter Pitts, Jr. 2011 Charitable Remainder Annuity Trust

Ruth Fay Pitts 2011 Charitable Remainder Annuity Trust

C. Edward Pleasants Charitable Remainder Trust

Nancy T. Pleasants Charitable Remainder Trust

Ruth M. Pleasants Irrevocable Living Unitrust

F. Conard and Jean Snyder Charitable Lead Annuity Trust

Nancy H. Southard Irrevocable Living Unitrust

Nancy S. Spencer Charitable Remainder Trust

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

Edward E. Stivers Charitable Annuity Trust

Ludy M. Strother Charitable Lead Annuity Trust

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

David H. Tate Irrevocable Living Unitrust

Virginia Burris Trivette 2012 Charitable Remainder Unitrust

Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust

Hans W. Wanders Irrevocable Living Unitrust

Arthur G. and Susanne S. Weber Charitable Remainder Unitrust

A. Tab Williams, Jr. Charitable Annuity Lead Trust

Mathilda G. Wolfe Charitable Remainder Unitrust

W.F. Womble Irrevocable Living Unitrust

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

Roma Lee Woosley 2005 Charitable Remainder Annuity Trust

W.F. Womble Irrevocable Living Unitrust

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

Roma Lee Woosley 2005 Charitable Remainder Annuity Trust

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 9,000 names.

Addie R. Acey

Nancy Frizzell Alexander

Vivian Christine Coffey Allred

Don G. Angell

Robert Follin Armfield

Richard Lofton Bagnal III

Mildred Myers Blake

Charlotte Emerson “Liebe” Blount

Marian Davis Bowen

Elizabeth Webster Brandon

John T. Brandon, Jr.

Martha Carter

Wilbur Lee Carter, Jr.

Dorothy “Dot” Casey

Dr. Walter Cawood

Maryann “Mia” Cinc

Jane Hill Clarkson

Helen Cannady Hall Clinard

Mary Vaughn “Polly” Cody

Mary Beatrice “Beaty” Coleman

Dr. Elizabeth Conrad

Cortlandt Preston Creech

George Curtis

Barbara Shelton Davis

Nancy Katherine Davis

Mandy Mitchell Dozier

Carl A. Dull, Jr.

Robert E. “Bob” Elberson

Margaret Macklin Fowler

Marianne Hillhouse Frick

Sandra Lou Kirkham Gallant

Elizabeth Roe “Lib” Glenn

Bennett Daniel Gross, Sr.

Wilma Marie Gunter

Dorothy Foust Hall

Arthur James “A.J.” Hammill, Jr.

Michael O’Neal Hampton

Martha Ellen “Marty” Stockton Hancock

Frank Borden Hanes, Sr.

Mary Joe Kelley Hanes

George J. Hauptfuhrer, Jr.

The Honorable Roland Harris Hayes

Charles Henry Hazard III

William Gray Hendrix

James Alford Holder

Ann Hamilton Curtis Holsapple

Karen Ammons Howell

James C. Hughes, Jr.

Edna Jackson

Philip E. Kalwat

Anne Woodward Kenan

Jerry G. Keshian

Versie Mae Key

Ona Mae Forester Lankford

Albert L. Macklin

Mary Anne Satterwhite Maynard

Thomas G. McCunniff

Ruby Hunt Merritt

Dannie Keith Miller

Susan Elizabeth Moore

Hazel Elizabeth Newman Nading

Phillip O. Newman

Arthur Sherley “Skeeter” Newton III

Francis B. Northup

Alan Bee Nusbaum

Mashelle R. Odom

Barbara Jean Overby

Douglas F. Peterson, Jr.

Ann Plummer

RJ Plummer

Robert “Bob” Powell

Helen Price

John Sparks Purvis, Jr.

Dr. and Mrs. Louis J. Read

Jacqueline Peddicord Rider

Lavenia Fuller Robinson

Cedric S. Rodney

David Joseph Scheuer

Max O. Sessions

Harold Conway Shough

Richard B. Simpson

Betty McCall Smith

Lula Fay “Cookie” Snyder

John Thomas Stanfield

Joyce Stephens

Ruth Carter Stevenson

Dr. Harold Eugene Stinson

Ludy M. Strother

Robert Franklin Swink

William Mahler Thorp

Clair E. Torgersen

Theodore K. Torgersen

Virginia Dean Tucker

Glenn Tyree

William “Bill” Charles Voiers

Ella Cannon Walker

Louise Jenkins Rose Wauford

Catherine Walker Westmoreland

Betty Lindsay Shuford Yount

Jon Gregg “Zeke” Zeliff

THE FOLLOWING NAMES WERE ENTERED INTO THE BOOK OF MEMORY IN 2013:

BOOK OF MEMORY


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, 2013. On behalf of future genera-tions, we gratefully thank these donors for their plans to contribute to such an enduring legacy for our community.

Anonymous (15)

Ms. Katherine Acton and Mr. Gerald Smith

Mr. and Mrs. Ray Mitchell Agnew, Jr.

Mrs. Sylvia F. Alderson

Dr. Donna D. Alexander

Dr. and Mrs. Elms L. Allen

Ms. Gayle N. Anderson

Dr. and Mrs. Stephen G. Anderson

Mr. and Mrs. John Appel

Mr. W. A. Armfield, Jr.

Dr. and Mrs. Donald L. Armitage

Mr. and Mrs. Jerry Arnold

Mrs. Teresa R. Ashburn

Drs. Anthony and Katherine Atala

Mrs. Dorothy Atkinson

Mr. and Mrs. Philip S. Auchincloss

Mr. Robert G. Auchincloss

Ms. Lisa L. Austin

Mr. William W. Avera

Mr. and Mrs. Bruce M. Babcock

Mr. and Mrs. L. M. Baker, Jr.

Mr. and Mrs. William P. Baldridge

David L. and Robin C. Barnes

Mr. and Mrs. Richard D. Barnes

Mr. and Mrs. Zeb E. Barnhardt, Jr.

Dr. and Mrs. Rolland Barrett

Mr. Marshall B Bass

Mr. Stephen P. Batchelor

Dr. and Mrs. Edward S. Beason

Mrs. Barbara C. Beattie

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

Bert Bennett Family

Sami Ousley Bills

Mr. and Mrs. R. Gordon Bingham

Mr. and Mrs. William C. Blackburn

Sally and David Blanco

Dr. Frederick A. Blount

Mr. and Mrs. J. Hal Bolin

Mr. and Mrs. Henry M. Booke

Claude and Judy Booker

Mr. and Mrs. Julian R. Bossong

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

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

Dr. Emma Jean Z. Bowman

Ms. Sandra C. Boyette

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

Dr. Allison Brashear

Ms. Susan F. Braswell

Dr. Sherrill Braswell

Ms. Ann Blanton Breese

Mr. and Mrs. J. Paul Breitbach

Ms. Frances Brenner

Mike and Wendy Brenner

Mr. and Mrs. Paul Briggs

Mr. H. Michael Britt

Mr. and Mrs. Douglas E. Broadway

Mrs. Lenora J. Brown

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

Ms. Helen H. Bryngelson

Mr. and Mrs. Richard P. Budd

Mr. John D. Budd

Mr. and Mrs. Joseph R. Budd

Mr. Hoan Bui and Ms. Ngoc Nguyen

Mr. and Mrs. Charles Norman Bunce

Dr. Patricia P. Bundy

Mr. and Mrs. John W. Burress III

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

Mrs. David B. Butler

Ms. Jane Calloway

Ms. Susan M. Cameron

Dr. and Mrs. W. Douglas Cardwell

Dr. and Mrs. Kenneth Carlson

Mr. Coy C. Carpenter, Jr.

Mrs. Anne Maddrey Carpenter

Ms. Genie Carr

Mrs. William H. Carr

Peggy and Don Carter

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

Mr. and Mrs. Mark C. Caudill

Mr. and Mrs. C. Ray Caudle

Mr. M. Campbell Cawood

Mr. and Mrs. Charles W. Chambers

Mr. and Mrs. Christopher J. Chapman

Mrs. Norma Charles-Sink

Mrs. Barbara F. Chatham

Mr. Gerald L. Chrisco

Mrs. Hessie Church

Mr. and Mrs. Robert C. Clark

Mr. and Mrs. George M. Cleland

Mr. and Mrs. Michael L. Clements

Mr. D. E. Clinard, Jr.

Mrs. Brenda K. Cline

Mr. and Mrs. John Wayne Clodfelter

Mrs. Virginia F. Cole

Mr. Elmer Collins

Ms. Michelle M. Cook

Mr. and Mrs. Harry Corpening

Mr. and Mrs. David L. Cotterill

Mrs. Donna H. Craige

Mr. and Mrs. J. Scott Cramer

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

Mr. Jason Davies and Mrs. Julia Frost-Davies

Mr. Jerry P. Davis

John and Terrie Davis

Bill and Betty Gray Davis

Mr. and Mrs. Richard N. Davis

Mr. G. Franklin Davis

Ms. Rebecca M. Deaton

Mr. and Mrs. Albert J. DeForest III

Mr. and Mrs. Joseph R. Delia

Dr. and Mrs. John W. Denham

Ms. Jan M. Detter

Dr. and Ms. James P. Dickerson

Mrs. Mary Anne Dickson

Mr. and Mrs. James H. Diggs

Mr. and Mrs. Joe Dillon

Mr. and Mrs. Daniel W. Donahue

Mrs. Elaine D. Dowdell

Mr. and Mrs. Bruce Downing

Mr. and Mrs. Graham P. Dozier III

Ms. Grace Draman

Mr. Frank E. Driscoll

Mr. and Mrs. Dale E. Driscoll

Dr. and Mrs. Charles H. Duckett

Dr. and Mrs. Joseph B. Dudley

Mr. Noel Lee Dunn

Ms. Nancy Dunn

Ms. Mignon Durham

Mrs. John T. Eagan, Jr.

Mr. and Mrs. Fred G. Eidson

Mr. and Mrs. James L. Einstein

Mr. and Mrs. Barry Eisenberg

Ms. Aleta G. Ellison

Mr. and Mrs. Charles A. Essic, Jr.

Mr. and Mrs. Alexander C. Ewing

Dr. and Mrs. John C. Faris

Mrs. Rita D. Fitzgerald

Ms. Marlene P. Flinchum

LEGACY SOCIETY MEMBERS

THE LEGACY SOCIETY


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

Mr. Gary Flower

Mr. and Mrs. Donald F. Folger

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

Mr. and Mrs. John C. Fox

Mrs. Andrea P. Fox

Mr. and Mrs. Woody Fox

Dr. and Mrs. Larry W. Freeman

Mr. David W. Fuller

Mr. Paul Fulton, Jr.

Mrs. James A. Fyock

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

Mr. John K. Gallaher

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

Ms. Kathryn W. Garner

Mr. Harold R. Garrison

John and Jane Gehring

Mr. and Mrs. Scott Gerding

Dr. and Mrs. Samuel T. Gladding

Mrs. Jean Abell Glass

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

Mr. and Mrs. Thomas O. Goodson

Mrs. Bryce Gordon

James Gore

Natasha Gore

Richard and Liana Gottlieb

Dr. Louis N. Gottlieb

Mr. Vergil H. Gough

Mr. and Mrs. Bernard Gray

Mrs. James A. Gray, Jr.

Mrs. J.T. Greene, Jr.

Mrs. Elizabeth Lovett Grover

Dr. Caryl Guth

Dr. and Mrs. Paul P. Gwyn

Mrs. William N. Hailey

Drew and Kelley Hancock

Mr. James A. Hancock, Jr.

Mr. and Mrs. Richard D. Hancock

Ms. Jane Craig Hanes

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

Ms. Charlotte M. Hanes

Ms. Susan F. Harris

Mr. and Mrs. Paul D. Harrison

Mr. and Mrs. John Harrison

Ms. Virginia S. Hart

Mr. and Mrs. Dennis G. Hatchell

Mr. and Mrs. Sam Hauser

Mr. and Mrs. Steve J. Hawkins

Mr. Peter E. Hawley

Mrs. Molly Millis Hedgecock

Mr. and Mrs. Fred W. Hege

Dr. Eugene R. Heise

Mr. Charles R. Hemrick

Ms. Frances S. Hendrix

Mr. L. Stephen Hendrix

Mr. and Mrs. A. B. Henley III

Nick Hennessee

Mr. and Mrs. Leonard Herring

Mr. and Mrs. Michael C. Hetrick

Ms. Emily Millis Hiatt

Mr. Hardin P. Higgins

Mrs. Harrell B. Hill

Mr. and Mrs. J. Glenn Hilton

Mrs. Alice Hinman

Doris Hohman

Mrs. Barbara Wall Holcomb

Mrs. James E. Holmes, Jr.

Mr. and Mrs. Robert A. Hoover

Mrs. Edmund B. Hopkins

Drs. Judith and Marbry Hopkins

Mrs. Jacqueline S. Hunt

Mr. John W. Hunt

Mr. and Mrs. Billy Hunt

Mr. and Mrs. Judd Hunt

Mr. and Mrs. Allie Hutchison

Mr. and Mrs. David A. Irvin

Dr. and Mrs. Nathaniel Irvin II

Dr. and Mrs. Francis M. James III

Ms. Mary Jamis and Ms. Starr Johnson

Dr. Richard Janeway

Mr. Ian Jankelowitz

Mr. and Mrs. Harry Jarman

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

Ms. Joia M. Johnson

Dr. and Mrs. Peter C. Johnson

Mrs. Florinda C. Johnson

Mr. James W. Johnston

Ms. Beverly Johnston

Mr. and Mrs. Scott D. Jones

Mrs. R. William Joyce

Ms. Lucy Kaplan

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

Mrs. J. Lee Keiger, Jr.

Mr. and Mrs. Stanhope A. Kelly

Mr. and Mrs. James C. Kennedy

Mr. and Mrs. Truman T. Kiger

Mr. and Mrs. Jesse M. King

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

Mr. and Mrs. William A. Knott

Ms. Joyce Kohfeldt

Dr. and Mrs. L. Andrew Koman

Dr. and Mrs. Thomas J. Koontz

Bill and Ava Koronis

Mr. Petro Kulynych

Mr. and Mrs. Arnold N. Lakey

Mr. and Mrs. Donny C. Lambeth

Mr. James Lambie and Ms. Lisbeth Evans

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

The Honorable Molly Leight

Mr. and Mrs. Douglas R. Lewis

Ms. Elizabeth C. Lewis

Nancy C. Lide

Mr. and Mrs. Stanley Lineberry

Mr. and Mrs. James E. Lippard

Ms. Adrienne Amos Livengood

Dr. and Mrs. Dan S. Locklair

Mr. Joseph P. Logan

Mr. and Mrs. Ernest V. Logemann

Mrs. Curtis E. Long

Mr. and Mrs. William Longyard

Mr. and Mrs. Frank K. Lord III

Mrs. Carolin Lowy

Annette P. Lynch

Ms. Patti Ann Lynch

Mr. and Mrs. Parker Maddrey

Mr. and Mrs. E. Erwin Maddrey II

Mr. and Mrs. John Mann

Ms. Debbie Marshall

Mr. and Mrs. James E. Martin

Mr. David P. Masich

Dr. and Mrs. K. Frank McCain

Dr. William McCall, Jr.

Dr. Bruce R. McCune

Mrs. Nancy Davis McGlothlin

Dr. Timothy McGowen

Dr. W. Frederick McGuirt

Ray and Cathleen McKinney

Mr. and Mrs. John B. McKinnon

Ms. Sally R. McLeod

Mr. and Mrs. J. Frank McNair IV

Mr. and Mrs. William L. McSwain

Dr. and Mrs. William E. Means

Mrs. John G. Medlin, Jr.

Mr. and Mrs. Danny J. Mendenhall

Mr. and Mrs. John Merritt

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

Ms. Melanie Micale

Dr. Henry S. Miller, Jr.

Mrs. Barbara B. Millhouse

Mr. and Mrs. James H. Millis, Jr.

Mr. and Mrs. Neal Millsaps

Mr. Richard G. Mock

Ms. Ellen N. Monahan

Dr. and Mrs. John H. Monroe

Mr. and Mrs. C. Arzell Montgomery

Mr. and Mrs. Timothy R. Moore

Ms. Olivia E. Morgan

Mr. and Mrs. David R. Morgan

Mr. and Mrs. Steven C. Morgan

Mr. and Mrs. Daniel N. Moury

Mr. and Mrs. Marty Myers

Mr. and Mrs. Lucian H. Neal

Mr. David L. Neal

Mr. and Mrs. David B. Neal

Steve Neal

Mr. and Mrs. T. David Neill

Mr. and Mrs. Fred W. Nordenholz

Mr. and Mrs. Christoph Nostitz

Mr. Chester T. Nuttall, Jr.

Ms. Sylvia Oberle

Dr. and Mrs. David Reese O’Brien, Jr.

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

Mr. and Mrs. Kevin W. Oliver

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

Mr. and Mrs. Willis H. Overby

Ms. Barbara M. Page

Mr. and Mrs. Craven B. Page

Mr. John V. Pappas

Mrs. Dwight E. Pardue

Dr. and Mrs. John S. Parks

Mr. Christopher A. Parr

Rev. and Mrs. Nathan E. Parrish

Dr. and Mrs. Eugene H. Paschold

Dr. John Patrick and Dr. Dominique Patrick

Ms. Julie J. Pearce

Mr. and Mrs. G. Clifton Pennell

Ms. Brenda B. Penney

Dr. and Mrs. Francis D. Pepper, Jr.

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

Mr. and Mrs. William H. Petree, Jr.

Mr. and Mrs. Tony Petree

Mr. L. Gordon Pfefferkorn, Jr.

Mr. and Mrs. Ross D. Pfeiffer

Mr. and Mrs. Stephen F. Phelps

Mr. Emerson Walter Pitts, Jr.

Ms. Ruth F. Pitts

Mr. and Mrs. C. Edward Pleasants

Mrs. Ruth M. Pleasants

Mr. Graydon Pleasants and Ms. Margaret Scales

Dr. Michael J. Pollak

Mrs. Richard E. Pope

Frances and Steve Porter

Mr. Billy D. Prim

Mr. J. Timothy Prout

Mr. Grady R. Pulliam III

Mr. and Mrs. Clifford Alan Purcell

Legacy Society Members, continued


Mrs. Elizabeth L. Quick

Mr. and Mrs. H. Chris Ramm

Dr. Dariel L. Rathmell

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

Mr. and Mrs. Harry L. Reavis

Mr. and Mrs. John Reilly

Mr. and Mrs. Patrick Riazzi

Mr. and Mrs. Thomas B. Rice III

Dr. and Mrs. David G. Rice

Mr. Clay V. Ring, Jr.

Mr. Toby W. Robertson

Mrs. Eugene Rossitch

Mr. and Mrs. Charles Rotgin, Jr.

Dr. and Mrs. Michael H. Rubin

Mr. and Mrs. Tom Rucker

Mr. and Mrs. C. Guy Rudisill III

Mr. Dalton D. Ruffin

Ms. Avon Ruffin

Mrs. H. J. Runnion, Jr.

Ms. Karen Sanders

Dr. and Mrs. William M. Satterwhite, Jr.

Dr. and Mrs. Daniel G. Sayers

Mr. and Mrs. Andrew J. Schindler

Dr. and Mrs. Robert P. Schwartz

Mr. Rick Seamon

Mrs. Anthony W. Seamon

Ms. Rebecca Ann Sebastian

Ms. Marion H. Sekerak

Mrs. Robert D. Shore, Jr.

Mrs. Rosemary V. Shortt

Dr. Thomas E. Shown

Mr. and Mrs. Paul Sinal

Mr. Willis Slane and Dr. Caroline Chiles

Mrs. Richard G. Smith, Jr.

Mr. and Mrs. Archie Smith

Mr. James N. Smoak

Dr. and Mrs. John K. Southard, Jr.

Dr. Tom and Rev. Laura Spangler

Ms. Betsy Spencer

Mr. and Mrs. James Y. Spencer

Ms. Ann Lewallen Spencer

Mrs. William O. Spencer III

Ms. Georgia Sprinkle

Edward Eugene and Jean Jennings Stivers

Mr. and Mrs. Richard Stockton

Mr. and Mrs. Thomas J. Stopyra

Mrs. Janice K. Story

Mr. and Mrs. Richard L. Sullivan

Mrs. John J. Sutton, Jr.

Dr. and Mrs. Charles V. Taft

Dr. and Mrs. David H. Tate

Mr. and Mrs. John A. Taylor

Mrs. Margaret Taylor

Clark and Becky Tesh

Mr. and Mrs. William Tessien

Ms. Sylvia Theriault

Dr. and Mrs. John B. R. Thomas

Mr. and Mrs. Stephen A. Thornton

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

Dr. and Mrs. James F. Toole

Mrs. Virginia B. Trivette

Mrs. Louvenia Cox Tucker

Mrs. Bynum E. Tudor, Jr.

Mr. Jay Turner and Ms. Tonya Deem

Mr. and Mrs. John L. Turner

Randall and Claire Tuttle

Mr. and Mrs. Harry B. Underwood II

Ms. Margaret M. Urquhart

Mrs. Deborah H. Vaughan

Bob and Carolyn Vaughn

Tricia Vaughn

Dr. and Mrs. Ramon Velez

Mr. and Mrs. Michael B. Wall

Mr. and Mrs. Hans Wanders

Mr. and Mrs. John F. Ward

Mr. and Mrs. Galen Ward

Mr. and Mrs. Joseph Washington

Mr. and Mrs. William R. Watson

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

Mr. and Mrs. Arthur G. Weber

Dr. Glenda Weber and Mr. Wayne Weber

Mr. Dennis H. Webster

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

Mr. and Mrs. Joe Wheliss

Mr. and Mrs. Joseph Wiegel

Mr. and Mrs. Scott F. Wierman

Mr. and Mrs. Paul M. Wiles

Mr. and Mrs. Joseph Wilhem

Ms. Cynthia A. Williams

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

Mr. Stephen T. Williams

Mr. and Mrs. Arthur T. Williams III

Mrs. Francis F. Willingham

Mr. and Mrs. John W. Willingham

Mr. B.J. Willingham

Mr. William T. Wilson III

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

Mr. R. M. Wilson

Ms. Betty S. Winslow

Mr. and Mrs. Steve Wohlford

Rochelle Wolfe

Dr. and Mrs. John R. Wolfe

Mr. and Mrs. Harry H. Wolfe

Mrs. Calder W. Womble

Mr. and Mrs. William F. Womble

Mr. Ralph Womble and Ms. Ashley Edwards

Mr. H.C. Woodall, Jr.

Ms. Roma Lee Woosley

Dr. and Mrs. Richard C. Worf

Mrs. Hal G. Worley

Bryan D. Yates

Ms. JoAnn Yates

Ms. Megan McSwain Yeatts

Mr. and Mrs. Karl F. Yena

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

Ms. Mildred D. Young

Dr. and Mrs. Douglas M. Young

Mr. and Mrs. Charles Jeffrey Young

Mr. and Mrs. Yasser Youssef

Legacy Society Members, continued


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

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

BENEFACTORS – $10,000–$19,999

Mr. and Mrs. J. Scott Cramer

Mr. and Mrs. Richard N. Davis

Estate of Elaine LaForce Muir

Dr. and Mrs. Eugene R. Heise

Margaret W. Parker Charitable Lead Unitrust

Mr. L. Gordon Pfefferkorn, Jr.

Wilma Helen Halverson Trust

Mr. and Mrs. John W. Burress III

Mr. and Mrs. Barry Eisenberg

Estate of Algine Neely Ogburn

George Franklin Davis CLAT

Mr. Vergil H. Gough

Mrs. Harrell B. Hill

J. Beeson Grubbs Irrevocable Living Annuity Trust

Jacqueline P. Rider Charitable Remainder Trust

Jesse C. Temple 2007 Charitable Remainder Annuity Trust

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

L. Frances S. Temple Charitable Remainder Unitrust

M. Louise Thomas Charitable Remainder Unitrust

Mr. Clay V. Ring, Jr.

VISIONARIES – $20,000 AND ABOVE

Dr. David Albertson and Dr. Liz Albertson

Dr. and Mrs. Elms L. Allen

Anonymous

Mrs. Robert F. Armfield

Ava Gardner Trust

Mr. and Mrs. William P. Baldridge

Mr. and Mrs. Henry M. Booke

Mike and Wendy Brenner

Mr. and Mrs. Austin Byrne

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

Mr. and Mrs. F. Hudnall Christopher, Jr.

Mr. and Mrs. George M. Cleland

Dr. Matt Cullinan and Mrs. Anna Reilly

Mr. and Mrs. Graham P. Dozier III

Mr. and Mrs. Dale E. Driscoll

Mr. and Mrs. Frank E. Driscoll

Mr. Noel Lee Dunn

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

Mr. Paul Fulton, Jr.

Frank B. Hanes Charitable Lead Trust

Mr. and Mrs. John L. W. Garrou

Mr. and Mrs. Scott Gerding

Glenn Family Foundation

Mr. and Mrs. Thomas O. Goodson

Ms. Judith B. Halverson

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

Mr. and Mrs. Charles H. Hauser

Mr. and Mrs. Richard D. Hensel

Mr. and Mrs. Tommy L. Hickman

Mr. and Mrs. Allie Hutchison

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

Dr. and Mrs. Thomas J. Koontz

Mr. and Mrs. J. Gilmour Lake

Mr. and Mrs. George C. Lautemann

The Honorable Molly Leight

Mr. and Mrs. W. Randolph Loftis, Jr.

Mr. and Mrs. Frank K. Lord III

Ludy M. Strother Charitable Lead Annuity Trust

Mr. and Mrs. John B. McKinnon

Mercedes-Benz of Winston-Salem

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

Mr. and Mrs. T. David Neill

Mr. John V. Pappas

Mr. and Mrs. Stephen F. Phelps

Mr. Graydon Pleasants and Ms. Margaret Scales

Reynolds American Foundation

Mr. and Mrs. Ed Robins

Dr. Mae L. Rodney

Mr. and Mrs. Richard O. Rogers III

Mr. Dalton D. Ruffin

Mr. and Mrs. Andrew J. Schindler

Ms. Nancy S. Spencer

Mrs. William O. Spencer III

Mrs. Bonnie Stewart

The Strickland Family Foundation

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

Claire and Randall Tuttle

Mr. and Mrs. Arthur G. Weber

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

Mr. and Mrs. Paul M. Wiles

Mr. and Mrs. H. Vernon Winters

Mrs. Calder W. Womble

Erna and Bill Womble, Jr.

ADVOCATES – $1,000–$4,999

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

SUSTAINERS – $5,000–$9,999

Anonymous

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

Mr. Charles R. Hemrick and Norma Charles-Sink

J.P. Rider Charitable Remainder Trust

The Senah C. & C.A. Kent Foundation

Mr. and Mrs. John A. Taylor

Ms. Ann Willis

DONORS TO FLEXIBLE FUNDS


Mr. and Mrs. Alfred G. Adams

Mr. Thomas R. Adams

Mr. and Mrs. Bruce M. Babcock

Mrs. Amy P. Barnhardt

Mr. Graham F. Bennett

Mr. William G. Benton

Mr. and Mrs. R. Gordon Bingham

Dr. and Mrs. Malcolm Brown

Mr. M. Campbell Cawood

Mr. and Mrs. Ronald J. Clein

Mrs. Sophia S. Cody

Mr. and Mrs. David L. Cotterill

Mr. Greg Cox

Dr. Courtland H. Davis, Jr.

Dr. and Ms. James P. Dickerson

Mr. and Mrs. Douglas Dillard

Mr. and Mrs. James W. Douglas

Mrs. Elaine D. Dowdell

Dr. and Mrs. Joseph B. Dudley

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

Mr. and Mrs. Michael J. Fisher

Mr. James E. Gay III

Mr. and Mrs. Tom Gibbs

Mr. and Mrs. J. F. Goins III

Greater Winston-Salem Chamber of Commerce

Grover C. and Jane C. McNair Charitable Foundation Trust

Kelley and Drew Hancock

Mr. and Mrs. James G. Hanes III

Mr. and Mrs. John Harrison

Mr. John W. Hunt

Mr. and Mrs. Gordon W. Jenkins

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

Mr. and Mrs. Stanhope A. Kelly

Mr. and Mrs. William A. Knott

Ms. E. Julia Lambeth

Mr. and Mrs. Jeffrey Lawyer

Ms. Adrienne Amos Livengood

Ms. Debbie Marshall

Ms. Davida W. Martin

Mr. and Mrs. James E. Martin

Mr. and Mrs. J. Frank McNair IV

Mr. Jeff McPherson

Mercedes-Benz of Winston-Salem

Ms. Sara Pesek

Mr. and Mrs. Ed Pleasants

Mr. and Mrs. David R. Plyler

Mr. W. David Shannon

Mr. Willis Slane and Dr. Caroline Chiles

Mr. and Mrs. G. Dee Smith

Dr. and Mrs. James F. Toole

Mr. and Mrs. Michael A. Trawick

Mr. and Mrs. Robert C. Vaughn, Jr.

Mr. and Mrs. Hans Wanders

Mr. and Mrs. Scott F. Wierman

Mr. and Mrs. John W. Willingham

SUPPORTERS – $500–$999

Dr. Jon Abramson and Dr. Cynthia Lees

Dr. and Mrs. David H. Allen

Mr. and Mrs. Miller Allen

Anonymous (2)

Mr. and Mrs. John Appel

Dr. and Mrs. Philip R. Aronson

Ms. Kathleen J. Ausen

Mr. Beaufort O. Bailey

Mr. and Mrs. Charles S. Baldwin III

Bank of America Charitable Foundation

Dr. and Mrs. Edward S. Beason

Dr. Frederick A. Blount

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

Mr. Lee H. Bristol III

Mr. H. Michael Britt

Mr. William C. Brown

Mr. Coy C. Carpenter, Jr.

Ms. Jo Ellen Carson

Peggy and Don Carter

Mr. and Mrs. Harris F. Clein

Ms. Jackie H. Crawley

Mr. and Mrs. O. Roane Cross, Jr.

Mr. and Mrs. Richard M. Crowder, Jr.

Mr. Kerry G. Crutchfield

Ms. LaRue P. Cunningham

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

Mr. and Mrs. Jon M. Daly

Mr. and Mrs. Linwood L. Davis

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

Bill and Betty Gray Davis

Ms. Rebecca M. Deaton

Mr. and Mrs. Robert L. Edwards

Mrs. Marilyn G. Ellison

Mr. and Mrs. David Friedman

Ms. Cici Fulton

Mr. John K. Gallaher

Brittney J. Gaspari

Ms. Barbara F. Gerhard

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

Mr. and Mrs. William A. Goodson III

Dr. and Mrs. Gary M. Green

Mr. Michael D. Gunter

Mr. and Mrs. Todd Hall

Mr. Jonathan D. Halsey

Mrs. Sarah F. Hamlin

Mr. James A. Hancock, Jr.

Mrs. Miriam S. Harmon

Ms. Regina Harmon

Mr. and Mrs. Dennis G. Hatchell

Mr. M. N. Hennessee

Dr. and Mrs. Robert Holmes

Mr. and Mrs. Greg Hoover

Mr. and Mrs. C. Royce Hough

Mrs. Julius A. Howell

Dr. Larry Hungerford

Mrs. Jacqueline S. Hunt

Mr. and Mrs. Orman D. Hutcherson

Immedia Print

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

Dr. and Mrs. Ali Jarrahi

Mr. John C. Jessup

Dr. and Mrs. F. Whitney Jones

Ms. Sherry A. Kellett

Mr. M. Carlyle Kinlaw, Jr.

Mr. and Mrs. Charles W. Kraft

Ms. E. Julia Lambeth

Mr. and Mrs. Thomas W. Lambeth

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

Mr. and Mrs. James E. Lippard

Ms. Annette P. Lynch

Dr. James A. McCool

Mr. and Mrs. Dennis W. McNames

Mr. Jeff McPherson

The Honorable Lisa V. Menefee

Dr. and Mrs. J. Wayne Meredith

Mr. and Mrs. John E. Mickey

Ms. Ellen N. Monahan

Dr. and Mrs. John R. Mountjoy

Mr. Thomas C. Munden

Mr. and Mrs. R. Frank Murphy

Mr. and Mrs. David B. Neal

Mr. Ellis E. Pardue

Mr. and Mrs. Charles C. Patton

Dr. and Mrs. V. Paul Pauca

Mr. and Mrs. Roger Pearman

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

Mrs. Helen S. Peterson

Ms. Susan Pfefferkorn

Ms. Lisa Purcell

Dr. and Mrs. David Y. Rainey

Ms. Marisa E. Ray

Mr. John Read

Kirsten and Doug Ririe

Mr. and Mrs. Michael L. Rogers

Mr. and Mrs. John D. Royster

Mr. and Mrs. John L. Ruffin

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

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

Mrs. Viola R. Sharpe

Mr. and Mrs. William W. Shaw

Mr. and Mrs. J. Todd Slate

Amy K. Smith and Kenny Smith

Ms. Mary M. Smoak

Mr. R. Arthur Spaugh

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

Mr. Charlie Stack

Kate and Rick Streng

Mr. Ben W. Thomason, Jr.

Mrs. Virginia B. Trivette

Mr. and Mrs. Erling S. Tronnes

Mr. and Mrs. Stuart F. Vaughn

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

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

Mr. and Mrs. David C. Wesson

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

Will and Meridith Whitaker

Mr. and Mrs. J. Tracy Wilkerson

Mr. and Mrs. John G. Williard

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

Mr. and Mrs. George E. Wilson

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

Mr. William T. Wilson III

Mr. John G. Wolfe III

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

Mr. Ralph W. Yokeley

YWCA of Winston-Salem/Forsyth County

PHILANTHROPISTS – UP TO $500


FINANCIAL OVERVIEW

LIABILITIES AND NET ASSETS 2013 2012

LIABILITIES:

Amounts withheld from employees $2,053 $5,200

Agency deposits 885,437 1,185,295

Split interest assets held in trust (Note 1) 40,696,458 38,242,912

Total liabilities 41,583,948 39,433,407

UNRESTRICTED NET ASSETS:

Discretionary 33,150,199 27,191,094

Field of interest 28,185,342 25,198,149

Scholarship 20,105,607 17,860,500

Student loan 1,408,490 1,370,176

Donor advised 131,828,748 116,095,115

Donor designated 81,744,989 62,608,627

Agency endowments (Note 2) 17,809,960 15,453,717

Real estate 3,566,141 3,938,892

Administrative 1,290,464 814,539

Total net assets 319,089,840 270,530,809

COMMITMENTS (Note 3)

TOTAL LIABILITIES AND NET ASSETS $360,673,788 $309,964,216

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

of December 31, 2013 and 2012, respectively.

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

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

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

respectively.

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

ASSETS 2013 2012

Cash and cash equivalents $27,591,430 $19,896,356

Securities 268,010,496 227,843,551

Student loans receivable 985,269 1,058,678

Investment in partnerships 17,662,830 17,228,255

Assets held in trust – real estate 3,571,275 3,612,275

Building, improvements and equipment 1,002,378 997,469

Split interest assets held in trust (Note 1) 40,696.458 38,242,912

Other assets 1,153,652 1,084,720

TOTAL ASSETS $360,673,788 $309,964,216

[ 7 0 ] 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, 2013 AND 2012

CHANGE IN NET ASSETS 2013 2012

RECEIPTS:

Donations and bequests $37,245,968 $29,742,196

Interest, dividends, and other investment income 4,809,987 3,680,965

Other receipts 184,065 161,758

Total receipts 42,240,020 33,584,919

DISBURSEMENTS:

Grants 20,948,321 20,215,868

Executive office operations 2,762,994 2,792,721

Trustee banks’ and investment management fees 731,743 676,077

Brokerage fees 39,185 40,759

Other disbursements 329,067 364,121

Total disbursements 24,811,310 24,089,546

RECEIPTS OVER DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS 17,428,710 9,495,373

NET REALIZED AND UNREALIZED GAINS 31,130,321 21,087,716

INCREASE IN NET ASSETS 48,559,031 30,583,089

NET ASSETS

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

END OF YEAR $319,089,840 $270,530,809

15

18

21

31 31

24

1719

20

04 05 06 07 08 09 10 11 12 13

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 a supporting organization, The Millennium Fund. If you would like a complete copy

of the 2013 audited financial statements, please visit our Web site at www.wsfoundation.org.

360

211227

245

269277

310

273289

300

04 05 06 07 08 09 10 11 12 13

21 21

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 [ 7 1 ]

LINDA GARROU

STAN KELLY Vice Chair Retired Executive Vice President Wells Fargo

JANET P. WHEELER Chair

Retired Vice President R.J. Reynolds Tobacco Company

TOMMY HICKMAN Secretary Retired Senior Vice President R.J. Reynolds Tobacco Company

DR. GARY GREEN

MIKE WELLS

DAVIDA W. MARTIN

RANDALL S. TUTTLE

DR. JOHN D. MCCONNELL

CYNTHIA A. WILLIAMS

Former N.C. State Senator

Partner Wells Liipfert, PLLC

President Forsyth Technical Community College

M. CARLYLE KINLAW, JR., CFA Financial Advisor Merrill Lynch Retired Senior Vice President Bank of America

CORENA NORRIS-MCCLUNEY Vice President, Associate General Counsel Krispy Kreme Doughnut Corporation

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

Forsyth County Attorney

Founder and Partner Trade Street Capital Partners, LLC

Chief Executive Officer Wake Forest Baptist Medical Center

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. VERNON WINTERS Treasurer Retired Chief Investment Officer Mellon Financial Corporation

THE WINSTON-SALEM FOUNDATION COMMITTEE

[ 7 2 ] 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

Gordon W. Jenkins, Chair

John W. Burress, III

Robbie O. Chandler

Marian M. Douglas

Linda D. Garrou

Scott Gerding

Ted Goins

Deborah S. Marshall

Jim Martin

Ray McKinney

Ward B. Miller

C. Edward Pleasants, Jr.

James K. Reaves, Jr.

Anna Reilly

Napoleon Richardson, Jr.

Amy K. Smith

Kimberly H. Stogner

Michael A. Trawick

Hayes Wauford

Janet Wheeler

Betty Acey Alexander

Cheryle Belo

John Candillo

Mary Ellen Candillo

Peggy Carter

Carmen Caruth

Gwenn Clements

Shannon Cramer

Mary Hill Edens

Lindy Ellis

James Gallaher

Cornelius Graves

Carolyn Gray

Bernice Harris

Katherine Hoyt

Lamar Joyner

Barbara Lancaster

Barbara Masi

Carolyn Matthews

George McLendon

Janet Mullins

Emery Rann

Kent Raymond

Daisy Rodriguez

Sandra Smitherman

Ava Smith-Pegues

Larry Stephenson

Christina Stewart

Jane Suitt

Paula Turner

Teresa White

Nancy Wilson

Malishai Woodbury

Karl Yena

Nancy Young

Shannon Thompson, Chair

Tony Burton, Vice-Chair

Paula McCoy, Secretary

Dr. Betty Alexander

Alison Ashe-Card

Greg Brewer

George Cotton

RaVonda Dalton-Rann

Artina Dawkins

Jerry Gilmore

Roger Hyman

Andrea Jenkins

Chris Leak

Robert Leak, III

Dr. Eric Sadler

Dr. Charlie Shaw

Lydell Thompson

Twana Wellman-Roebuck

Tameca Wilson

Dr. Lelia Vickers

Holly Marion, Chair

Alison Ashe Card, Vice-Chair

Susan McBurney, Secretary

Anita Bain, Treasurer

Sandra Boyette

Allison Brashear

Wendy Brenner

Henri Brown

Florence Corpening

Tricia DeForest

Dedee DeLongpré Johnston

Tory Gillett

Andrea Kurtz

Lesley-Anne Lamb

Lisa Purcell

Silvia Ramos

Gemma Saluta

Jeanne Sayers

Mary Craig Tennille

Mariah Adams

Matthew Ball

Jahbari Best

Peter (Shuo) Bi

Sam Blumstein

Walker Cullinan

Eileene Dowell

Darnell Ervin

Lydia Fink

Joseph Ford

Taylor Hill

Sami Lachgar

Jackie Lin

Andrew Lischke

Te-Nia MacFarlane

Jennifer Matthews

Sequoia Miller

Charity Neely

Natavia Reynolds

Bre’Ida Riddick

THE WINSTON-SALEM FOUNDATION

2014 ASSET DEVELOPMENT COMMITTEE

THE WOMEN’S FUND OF WINSTON-SALEM2014 BOARD OF DIRECTORS

BLACK PHILANTHROPY INITIATIVE2014 ADVISORY COMMITTEE

YOUTH GRANTMAKERS IN ACTION2013–2014 PARTICIPANTS

2014 STUDENT AID COMMITTEE

SUPPORTING COMMITTEES

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 [ 7 3 ]

STAFFTHE WINSTON-SALEM FOUNDATION

Edna Barker — Student Aid Associate

Ann Davis-Rowe — Administrative Assistant

Kay Dillon — Director, Student Aid

Susan Elster — Philanthropic Advisor

Sandra Fishel-Booth — Program Officer

Cici Fulton — Director, Marketing and

Communications

Layla Garms — Program Officer

Anne Garvey – Director, Fund Administration

and Stewardship

Brittney Gaspari — Director, Grants

David Gore — Director, Information Systems

and Technology

Jonathan Halsey — Director, Community

Engagement

Andrea Hulighan — Program Officer

Betty Johnson — Financial Assistant

Jo Ann Kyslinger — Gifts Processor

Annette Lynch — Vice President, Philanthropic

Services

Dee Matthews — Comptroller

Mary Jo Morgan — Accounting Associate

Christina Perrin-Stewart — Receptionist

Lisa P. Purcell — Executive Vice President

Sabrina Slade — Director, Women’s Fund

Todd Slate — Vice President, Finance and Administration

Leila Warren — Executive Assistant

Meridith Whitaker — Donor Services Officer

Latonya Wright — Grants Manager

Scott F. Wierman — President

Front row – Susan Elster, Latonya Wright, Jo Ann Kyslinger, Annette Lynch

Standing front – Cici Fulton, Lisa Purcell, Meridith Whitaker, Sandra Fishel-Booth, Jonathan Halsey

Seated back – Mary Jo Morgan, Edna Barker, Betty Johnson, Leila Warren, Dee Matthews, Christina Stewart

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

Not pictured – Anne Garvey, Andrea Hulighan

DESIGN: M Creative | Cover and Story Photography: Christine Rucker; Event Photography: David Reavis and Martin Tucker | PRINTING: Graphic Visual Solutions | STORY WRITING: Rebecca Garrau

The inside pages of this annual report contain fiber sourced from well-managed forests.

Scan the QR Code with your smart device to join us on Facebook

facebook.com/winstonsalemfoundation @wsfoundation

[ 7 4 ] 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

The Winston-Salem Foundation is proud to help people of vision and exceptional generosity build a vibrant, interconnected community that serves our collective and ever-changing needs and aspirations. It’s people who make the difference so it is people who are the community. In the essential work of improving where and how we live, the Foundation pledges its ongoing commitment to this great community that grows stronger through giving.

751 West Fourth Street, Suite 200

Winston-Salem, NC 27101-2702

Telephone (336) 725-2382

Toll-free (866) 227-1209

Fax (336) 727-0581

www.wsfoundation.org

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

Documents

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