The Winston-Salem Foundation Annual Report

The Winston~salem Foundation

2010 RepoRt to the Community | 2009 AnnuAl RepoRt

90YeaRs

Generosityinclusion

EXCELLENCEINTEGRITY

Values in Motion

What happens is what matters. A thoughtful community may articulate its good intentions;

it also stirs them into MOTION.

Through the daily actions of individuals, groups, and businesses,

a community’s values come to life.

ReAlITy Is AlwAys MOVING,

so our forces of goodwill must move, too. when GeNeROsITy connects with creativity;

when INTeGRITy travels boldly in every direction;

when excelleNce inspires the best of who we can be; when INclusION brings us together in trust and friendship— this is how a community becomes better, stronger, and healthier for all.

Building parks and community gardens.

Promoting the arts and shared traditions.

Helping students fulfill their dreams of attending college.

supporting programs that help people overcome life’s challenges.

It takes action to bring values to life.

And it takes people with vision to act upon their values.

Over time, this collective momentum becomes an extraordinary resource. THe POweR Of VAlues IN MOTION

For all of us, it makes great things happen.

our Mission:

THe fOuNdATION’s effORTs ARe INsPIRed By fOuR cORe VAlues:

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

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

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

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

Year in reView 4

stories of Values in Motion 8

Grants 26

funds and donors 32

financial oVerView 54

foundation coMMittees 56

staff 58

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

COlONel fRANcIs fRIes established The Winston-Salem Foundation

in 1919 with a $1,000 contribution. Ninety years later, your commu-

nity foundation ended 2009 with $244 million in assets, and with more than

1,200 funds established by charitable individuals, families, businesses, and

community organizations— a legacy of great growth.

In 2009 the Foundation made more than $17 million in charitable

grants —$2 million of which were directed to our Community Grantmaking

program. These Community Grants provide funding assistance for local

programs that have positive long-term impacts on our community— in

far-ranging areas including education, the arts, health, and human services.

The Foundation’s Student Aid program has helped local college-bound

students since the Leo Caldwell Fund was established in 1923 in memory of a

local student athlete who died in a high school football game. In the 2009-2010

school year, the Foundation hit a financial aid milestone — making 546 awards

totaling more than $1 million in grants, scholarships, and low-interest loans!

Today, just as in 1919, the Foundation serves as a channel, not only for

extraordinary generosity, but also for the time and talents of local people

and organizations committed to many important causes.

In this 2010 Report to the Community we celebrate only a few of the

hundreds of stories of donors, community nonprofits and initiatives that

have made this community the special place that it is today. As you will see,

these stories also reflect the Foundation’s core values of generosity, inclusion,

integrity, and excellence.

As you interact with individuals and organizations throughout our

community, we’d like you to keep in mind how these values are constantly

in motion, making Winston-Salem, Forsyth County, and our region alive

and vibrant with extraordinary goodwill and a belief that we can always

improve upon where we are today.

By honoring our rich philanthropic history, we also embrace the exciting

and diverse path that lies ahead for all of us. We believe our community’s future

to be bright, and the Foundation is most excited to be moving ahead with you.

Paul M. wiles, Chairman the winston-salem foundation committee

scott f. wierman, President the winston-salem foundation

Message from the President and committee chairman

2010 community luncheonceleBRATING 90 yeARs Of VAlues IN MOTION was the theme for

the Foundation’s 2010 Community Luncheon in May, which was attended

by a large and enthusiastic crowd of more than 800 community members.

The luncheon program kicked off with rhythmic drum and guitar

performances by performers from the Hispanic Arts Initiative. Speakers

for the 90th anniversary celebration included current and past Foundation

Committee members, leaders from Winston-Salem’s nonprofit community,

as well as Foundation donors — all encouraging those in attendance to

increase their involvement with both the Foundation and the community

by sharing their time, talents, and treasures to make this a better community

for all.

The audience learned of the many contributions made to our commu-

nity by Doug Lewis, the recipient of the 2010 Winston-Salem Foundation

Award. The 2010 ECHO Awards were also announced and presented to

five recipients with very different missions, yet all sharing social capital-

building as a common thread.

Year in review

As a special commemoration of our

90th year, the Foundation shared eight

videos highlighting three donors, three

Community Grant recipients and two

Foundation initiatives that have and will

continue to make positive impacts in our

community. These stories can also be

found in written version in the “Stories

of Values in Motion” section in this report.

The Foundation sincerely appreciates

the 48 generous sponsoring organizations

that helped make this special community

event possible, and we look forward to the

next Community Luncheon to be held in

the spring of 2011.

yeAR IN ReVIew

Community members enjoy lunch before the program.

Former Foundation Committee member John Medlin

Performers from the Hispanic Arts Initiative

The Winston-Salem Foundation Award FIRST BESTOWED in 1996, The

Winston-Salem Foundation Award

is given to individuals who have

demonstrated the Foundation’s

values of generosity, excellence,

inclusion, and integrity in a

community activity or on behalf

of a community organization.

The 2010 Winston-Salem

Foundation Award, the Foundation’s

highest honor, was awarded to Douglas R. Lewis at the Community Luncheon

in May. Doug has spearheaded two large-scale projects that have the ability to

substantially change the face and heart of Winston-Salem. First, he provided strong

leadership in the recent redevelopment of the Southeast Gateway area, resulting in

new residential and mixed-use development and improved connectors with public

greenways and park land. He is also focusing his time on a current opportunity to

redesign the bridges that cross US-52 and I-40 downtown in order to reunite the

city—in both physical and spiritual terms. He has helped create a new nonprofit

organization, the Creative Corridors Coalition, to make this dream a reality.

Also instrumental in the development of SECCA, the Sawtooth Center,

and the Stevens Center facilities, Doug has served on many local boards and

committees, including those for Old Salem, The Special Children’s School,

Winston-Salem Urban League, and Wake Forest University, just to name a few.

Doug was selected by a committee comprised of members of various

Foundation committees as well as the community-at-large. With the $10,000

grant award that he received, Doug has designated $8,000 to the Creative

Corridors Coalition, $1,000 to Leadership Winston-Salem, and $1,000 to

Goler Community Development Corporation.

ECHO AwardsTHE ECHO AWARDS, established in 2001 and presented annually at the

Community Luncheon, honor individuals or groups that are connecting

and building trust among people. ECHO (Everyone Can Help Out) Award

recipients have been “caught in the act” of creating social capital by building

trusting connections among people — making our community safer, stron-

ger and more understanding.

The 2010 ECHO Awards were presented to: Nathan Ross Freeman

and Lynn Rhoades for co-founding Authoring Action; Clark Harper for

developing the Event-O-Rama Web site; Sue Kent for coordinating diverse

Habitat for Humanity builds; Seeds of Love for Errol for building com-

munity in the Washington Park neighborhood; and Winston-Salem State

University Black Men for Change for their volunteer leadership in the

community.

Award winners were selected by a committee representing the Foundation,

the ECHO Council, and the community-at-large, and each received $1,000

to grant to a nonprofit of their choice.

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Douglas R. Lewis, recipient of The Winston- Salem Foundation Award

2010 ECHO Award Recipients

leadership initiativesTHe fOuNdATION suPPORTs INITIATIVes with diverse groups in order to expand philanthropy among individuals in our community.

Black Philanthropy InitiativeTHe BlAck PHIlANTHROPy INITIATIVe (BPI) seeks to build philan-

thropic relationships with the African-American community by expand-

ing models of charitable giving through education and engagement.

Led by a group of African-American volunteers, BPI established the Black

Philanthropy Fund to support issues that impact the African-American

community, with a special focus on education, financial literacy, and

parenting and life skills training.

In February 2010, BPI awarded grants totaling $17,500 in the

second annual grant cycle of the Black Philanthropy Fund. Grants were

awarded to four local nonprofit organizations for programming that

addressed BPI’s selected 2009 focus area of financial literacy.

BPI will

kick off its third

grant cycle in late

summer 2010 by

requesting propos-

als for program-

ming focusing on

parenting skills

development

in the African-

American com-

munity. Grant

recipients will

be announced in

early 2011.

The women’s fund of winston-salemsINce ITs INcePTION IN 2006, this diverse group of nearly 800

women and girls has awarded nearly a half million dollars to organizations

working to improve the lives of women and girls in our community.

In November 2009 The Women’s Fund held its fourth annual

awards luncheon, an important event to announce the Fund’s 2009

grantees and connect a community of female donors and supporters

to issues that impact women and girls. Wake Forest University Provost

Jill Tiefenthaler served as the keynote speaker, sharing her thoughts

on “The Differences Made by Women and Girls,” with reflections on

the current economic status of American women as well as the collec-

tive assets that women can leverage to make a difference. More than

$162,000 in grants to 11 nonprofit organizations were also announced.

The Women’s Fund’s 2010 grant recipients will be announced at their

fifth anniversary luncheon to be held in November 2010.

yeAR IN ReVIew

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Representatives from four grantee organizations—Consumer Credit Counseling Services of Forsyth County, Darryl Hunt Project for Freedom and Justice, Family Services/Head Start, and Grace Presbyterian Church—at the February 2010 BPI grants announcement

Women’s Fund grants committee member Gwenn Clements presents grant award to Sylvia Oberle of Habitat for Humanity.

In April 2010, the Women’s Fund released a groundbreaking report:

Through a Gender Lens: The Economic Security of Women and Girls in

Forsyth County, the first research of its kind to focus specifically on

the economic circumstances of women in Forsyth County. The com-

plete report as well as historical grant listings may be accessed on The

Women’s Fund’s Web site at www.womensfundws.org.

youth Grantmakers in ActionyOuTH GRANTMAkeRs IN AcTION (yGA) is a diverse group of

teenagers who work together to develop guidelines, solicit proposals,

and make grants to youth-led projects in Forsyth County. YGA grants

are funded through the Youth Philanthropy Initiative Fund of The

Winston-Salem Foundation. In addition to receiving donor contribu-

tions, the endowment fund grows each year through YGA participant

fundraising.

Representing 12 area high schools in the 2009-2010 school year,

YGA members met regularly to plan the grant application and selection

process. In 2010, YGA made four grants totaling $1,535 to groups of

youth who: raised breast cancer awareness and encouraged students to join

a high school Race for the Cure team; prepared meals for families staying

at the Ronald McDonald House; purchased school supplies for a youth-

led elementary school mentoring program; and organized a dedication

ceremony for a youth-built Habitat for Humanity house.

YGA members and grantees at February 2010 grants celebration

Teambuilding activities at YGA’s annual retreat

VALUES in Motion

For more than 90 years, The Winston-Salem Foundation has served as a trusted channel for the

extraordinary generosity and talents of local people and organizations committed to important causes

and the overall betterment of our community.

In the following profiles, you will discover a variety of passions and commitments, but they all share

one fundamental and essential quality—the triumph of values in motion. Reflected in them all are

the Foundation’s values—generosity, inclusion, integrity, and excellence. This is what happens when a

community not only stands for something but also moves with purpose. In this way, we build upon

our rich philanthropic history and look forward to our collective future.

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t va l u e s i n m ot i o n [ 8 – 9 ]

Carolina MusiC Ways has received six

foundation grants since it was first established

with a 2000 grant from the ecHO fund. In 2009,

the foundation awarded a grant to help fund

elementary school performances of the Carolina

Music Ways Old Timey Radio Show.

sweet sounds of Heritage

iT’s HARd TO Tell wHO Is HAVING MORe fuN — the Easton

Elementary School students in the audience or the Carolina Music

Ways musicians who are performing songs from the Yadkin Valley’s rich

musical tradition.

As soon as the band begins with “Tom Dooley,” the youngsters start

clapping to the beat. It doesn’t matter to them that the show includes a

compilation of traditional blues, jazz, bluegrass, gospel, Moravian, old-time

string band and early R&B—the Carolina Music Ways Old Timey Radio Show

has them laughing out loud and singing along while they subtly learn the history

behind the tunes.

The variety of musical genres shows that “no matter where these people are

from or what race … this thing called music, there’s a way it bridges a gap and

brings people together in a beautiful way,” says bass player Matt Kendrick. “That’s

one of the reasons I’m a musician. The communication factor of it is universal.

It doesn’t necessarily have anything to do with words. People dig it.”

Trumpet player Joe Robinson has loved jazz ever since he was a child.

Before he joined the Carolina Music Ways group, jazz was “the only music I

ever thought was important. By joining this group; I began to say, ‘Man, these

guys are good with these banjos. I started respecting that music … . We began

to just love one another and talk, then I found out how the music was con-

nected from way back. It just has made a difference in my life.”

Joe remembers that when he was a child, he saw someone play the trumpet

at his school and he immediately wanted one. “It can start at any age. I know

every time we play at a school we get somebody, somebody’s going home think-

ing about it.”

The show, with its multicultural band, brings people together in under-

standing what we share in common, Matt says. The show’s script pays tribute

to a variety of regional musical greats such as John Coltrane, Doc Watson, the

5 Royales, Shirley Caesar, Tommy Jarrell, Blind Boy Fuller and the Salem Band.

While the Foundation’s support has enabled these professional musicians

to share their passion for music, Joe confesses that he feels compelled to play

for a good cause. “The love the kids gave us today,” he says, “that’s magical

stuff. It can’t be bought.”

CoMMuniTy GranTs

CAROLINAMUSICWAYS

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[ 1 2 – 1 3 ] VA l u e s I N M OT I O N t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

duRING fAMIly dINNeRs with his grandparents, Ann and Clay Ring,

Hayes Wauford learned lessons that would not only impact his life, but

that would also enable him to impact the lives of others.

His grandmother showed him that people were her priority.

“She was always looking for a way to help other folks,” Hayes says.

“The relationships she built

with folks from every walk of

life and every race and reli-

gion, across all boundaries,

were amazing.”

Ann Ring joined The

Winston-Salem Foundation

Committee in 1996 where

she became a passionate

advocate for ECHO, the

Foundation’s initiative

to build social capital in

the community. She also

served on many boards,

including Horizons

Residential Care Center,

SciWorks, and Old Salem,

where she chaired two

capital campaigns. She

was the first female board chair of the United Way and the first woman to win

the Alex de Tocqueville Leadership Society Award, the organization’s highest

award recognizing lifelong community service and philanthropy. Before her

death in 2009, Ann was also serving as co-chair of the capital campaign for

The Children’s Home.

His grandmother’s commitment to volunteerism left an impression on

Hayes, who recalls, “She wanted to teach others: You can give in so many ways.”

Growing up, he saw that not everyone had the same opportunities, and

he says his grandmother understood how difficult that was to reconcile. “She

taught me to pass along what you’ve been given to others who’ve not been

given as much.”

Ann’s philanthropic legacy remains strong, and Hayes still learns valuable

lessons from his grandfather each day, as he and Clay now work together at

their construction and property management company.

A number of years ago, the Rings established an unrestricted fund that

supports the Foundation’s Community Grants to a wide range of nonprofits

each year. Ten years later, Hayes and his wife Amy followed his grandparents’

lead and established their own unrestricted fund at the Foundation.

Unrestricted funds such as these give the Foundation the ability to place

resources in the community where and when it deems they will be the most

effective, and that was important to both generations of the Ring family. “I

couldn’t think of better people to trust with giving,” says Hayes. “They cer-

tainly know the needs of the community much better than we do, and the

needs are changing.”

“The relationships she built

with folks from every walk of

life and every race and reli

gion, across all boundaries,

were amazing.”


a legacy of service theRINgfAMILY

foundaTion donors

The ann and Clay rinG fund, an unrestricted fund,

was established at the foundation in 1997. The Hayes

and Amy wauford fund was established in 2007, also as

an unrestricted fund. The foundation is most grateful for

Ann’s leadership and many contributions to our organiza-

tion as well as to our community.

Hayes Wauford and Clay Ring (pictured)

foundaTion iniTiaTives

eChONetWORk

j eff sMITH didn’t intentionally set out to build social capital when he

started Smitty’s Notes in 1997, but the online newsletter he developed

very quickly engaged residents and provided a community connectedness

that The Winston-Salem Foundation had been seeking.

“I think we found each other,” Jeff says. Both he and the Foundation

were asking the same question: How do we get people connected to each

other? “It’s really serendipitous.”

Studies show that when a community’s social capital is high, people work

better together, neighborhoods are safer, schools are more effective, health and

mortality rates improve, government runs more smoothly, and resources are

more equally shared.

To bolster social capital, in 1999 the Foundation created the $2.5 mil-

lion ECHO (Everyone Can Help Out) Fund to make grants over five years for

social capital-building programs. In 2003 the ECHO Council was formed

by the Foundation to incubate and advocate for social capital-building pro-

grams in our community. Jeff Smith was asked to join the Council as a

founding member.

At that time, the ECHO Council saw that a key community issue was

finding a way to bring volunteerism into the 21st century.

“We made it our flagship effort,” Jeff says. This early

work evolved into HandsOn Northwest North Carolina,

which provides essential technical assistance to nonprofits

as well as a Web-based volunteer matching portal that

enables people to match their skills with volunteer oppor-

tunities at local organizations.

Jeff points to the individuals and industries that

founded the city and notes, “We’ve always been a giv-

ing community. What we’re trying to do is to get people

engaged organically—that’s what social capital is all

about.”

He continues, “I can feel it: Winston-Salem is not

the same place it was when I started doing Smitty’s Notes

in 1997. I think folks are a lot more energized, a lot more

engaged and a lot more aware of what’s happening.”

everyone can Help out


In 2009, The ecHO council, which was created by and has

been supported by the foundation since 2003, became the

eCho neTWork, an independent nonprofit that continues

to support social capital-building in forsyth county.

current initiatives sponsored by the ecHO Network include

conversation groups, Timebanks, and storyline, a local story

sharing initiative.

Jeff Smith (pictured)

The WilliaM h. and lena M. PeTree TrusT,

a student aid endowment, was established in 1996 by

lena Petree in honor of her husband’s 75th birthday.

The Petrees’ legacy continues: since its inception, the

Trust has provided scholarships for 37 local students

to attend college.

Mary Jo Murphy and Bill Petree Jr. (pictured)

Paying it Forward

the son of an electrical contractor, Bill Petree Sr. never

forgot what it meant to have someone help him go to college.

After finishing high school in 1940, Petree told his minister, Dr. Douglas

Rights, that he planned to go to work in the fall with his father. Rights, who

also served on the UNC-Chapel Hill Board of Trustees, asked if he had ever

considered going to college. He took the young Petree to UNC-Chapel Hill

for an interview and he was admitted.

However, he still lacked the money for tuition.

Petree had heard that student aid was available at The Winston-Salem

Foundation, and he applied for and received a $600 loan to go to college.

“I think that’s why he wanted so badly to give back to the community

because the community gave to him to get him started on his educational

career,” Mary Jo Murphy says of her father, who later attended law school

and eventually became one of the managing partners of the venerable Petree,

Stockton and Robinson law firm in Winston-Salem.

“He really appreciated the fact that education could open doors for a

person. He wanted other people to have a good education so they could make

the most of their lives. He really encouraged excellence.”

Mary Jo remembers how frugal her father was, folding and reusing paper

napkins, using pencils down to nubs and turning off an overhead light if a

desk lamp would do. Those habits not only set a good example for his chil-

dren, but also enabled him to save more to help young people who needed

financial assistance for college.

Bill Petree Jr. recalls his father talking about “the snowball effect:” “If

you lived beneath your means and kept setting money aside, the snowball

would grow,” Bill says. “He firmly

believed all the gifts he’d received

were gifts from God, and there-

fore he had a responsibility to

give back.”

Among his many leader-

ship roles related to community

service, Petree served on The


Committee from 1968-1979.

His connection to the Foundation

continued to grow, and for his

75th birthday, his wife Lena

established a scholarship fund in his honor, which he continued to support

throughout his lifetime.

“Education was something he wanted to leave as a legacy,” Bill Jr. says.

Their parents also both enjoyed Foundation events in which they could

meet the students that their fund had supported. “Mother and Daddy loved

putting names and faces with the people who’d received the scholarships,”

Mary Jo recalls.

Bill Jr. shares, “That’s a great gift to have given to you as a child: To learn

how to give back to the community.”

the petree family

foundation donors

Bill Petree Sr. and Lena Petree with children Mary Jo and Bill Jr.

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t va l u e s i n m ot i o n [ 1 6 – 1 7 ]

youTh GranTMakers in aCTion was created

by the foundation in 2005 to give area youth the

opportunity to gain leadership experience, represent

their age group in the community and grant money to

youth-led projects that will have a positive impact in

forsyth county. In the 2009-2010 school year, yGA

had 19 diverse members representing 12 different area

high schools.

Brittany Jenkins and Rev. Donald Jenkins (pictured)

the future is Bright

tHe ReV. dONAld JeNkINs and his wife Denise think it’s important

that their daughter Brittany care about her community, which is why they

were thrilled with her involvement in the Foundation’s Youth Grantmakers in

Action program while she was a teenager.

Youth Grantmakers in Action (YGA) members are selected to serve

throughout a school year and bring to the group diverse backgrounds and

experiences. Members, from ages 15 to 18, develop leadership experience while

gaining a greater understanding of the community and issues impacting local

youth. Youth represent their community, voice their opinions, build group

consensus, and make grants to youth-directed projects in Forsyth County.

YGA offered Brittany an opportunity to go beyond her church activities,

schoolwork, and dance, and she developed a passion for philanthropy that she

intends to pursue in her studies at UNC-Chapel Hill. Through YGA, she met

students from many other high schools, and says, “We all became closer and

connected.”

“I learned about making rational, good decisions,” she says. The teens

learned to be responsible for their decisions about who was funded and how

much to give to each group. They learned to think critically about applications.

“She was very conscientious about the kind of work that she needed to do,”

her father says. She understood that she needed to be involved and to share her

opinions, “which she doesn’t have a problem doing,” he adds with a smile.

Rev. Jenkins extends the family’s relationship with the Foundation as

member and chair of the Black Philanthropy Initiative (BPI), which supports

issues and makes grants for programming that positively impacts the African-

American community.

As a minister, Rev. Jenkins has always considered investing in the com-

munity to be part of the church’s role; however, he says that working with BPI

helped him to see that philanthropy can be personal. He’s looked for ways to

set aside his own funds, and adds, “I’ve become a little small-time philanthro-

pist.” Brittany has followed suit by donating birthday and Christmas money

to the Bethesda Center for the Homeless; she is also now actively leading the

formation of a YGA alumni group.

“Before getting into YGA I really didn’t know what philanthropy was,”

Brittany says. “I didn’t know I could have a direct impact. YGA has taught me

to take yourself out of the equation and just think about the people that you

are affecting. It’s about helping the community.”

YOUthgRANtMAkeRSINACtION

foundaTion iniTiaTives

Brittany (l) with fellow YGA members in 2007


SeNIORSeRvICeS

m ANy AfTeRNOONs AT THe elIzABeTH ANd TAB wIllIAMs

Adult Day Center, an elderly gentleman with Alzheimer’s disease

receives a $10 bill on his way out the door, “payment” for his daily help at

the Center by cleaning up and playing a musical instrument. And as he makes

his way back to the Center the next morning, his wife discretely gives the $10

bill back to a staff member to be given to her husband again later in the day.

Since Senior Services’ Elizabeth and Tab Williams Adult Day Center

opened in 2000, many such poignant stories can be told, as the Center has

already served thousands of community members with memory loss.

Richard Gottlieb, President and CEO of Senior Services, notes that for

participants “it’s a chance to continue to be engaged with the community

and with others…to have a reason to get up and get dressed and be a part of

something —that’s really what everyone wants to do,” Gottlieb says. “That’s

part of our mission at Senior Services: To treat people with dignity, to look at

them not as invalids or invalid but to look for what is valid, what is still very

much a part of what they can accomplish and what they can do.”

For caregivers, the Center also provides a chance to continue with their

daytime work and other family responsibilities with the knowledge that their

loved ones are in a safe and nurturing environment, as evidenced by its recent

national recognition as the top adult day center in the United States.

Since the organization was established in 1962, Senior Services has

responded proactively to the exponential growth of Forsyth County’s senior

population. In 2006, the new Senior Services Center opened on Shorefair

Drive, enabling the organization to increase its in-home services to those

elderly who are frail and need human contact.

Another major accomplishment has been eliminating the waiting list

for Meals-on-Wheels. “Today more than 1,200 seniors are enrolled in the

Meals-on-Wheels program and are being visited by a whole host of volunteers

and staff each day for that vital contact they need,” Gottlieb says. Meals-on-

Wheels currently operates three nutrition programs that provide hot meals,

groceries, and frozen meals to the homebound elderly in Forsyth County.

Gottlieb notes, “It’s a wonderful program, but it’s also a wonderful part-

nership that Senior Services has with The Winston-Salem Foundation.”

Partnerships to serve older adults

CoMMuniTy GranTs


Richard Gottlieb, President and CEO of Senior Services

Over senior serviCes’ history, foundation grants have

funded programming for scholarships for older adults to

attend the williams day center, for nutritious meals for older

adults through the Meals-on-wheels program, and for capi-

tal campaigns for both the senior services center and the

williams day center. senior services established the senior

services endowment at the foundation in 1994 and the Anne

and Bill Magness Meals-on-wheels fund in 1998.

a Path to self-sufficiency

gRANdMOTHeR JAckIe BAldwIN’s journey to home ownership is

a testament to the comprehensive strategies offered by Experiment in

Self-Reliance that enable individuals and families to become self-sufficient.

Jackie, a breast cancer survivor who is also a single mother, first completed

ESR’s Self-Sufficiency program, which included helping her earn a degree at

Winston-Salem State University. With ESR’s support, Jackie also received her

Earned Income Tax Credit, completed the agency’s intensive home ownership

program, and eventually was able to purchase her own home.

Lessons in economic literacy that lead to long-term financial success have

become a mainstay of the nonprofit agency, which was established in 1964

with an initial focus on community outreach and, later on, providing immedi-

ate financial assistance.

Executive Director Twana Wellman-Roebuck explains, “We have gone

through an evolution as an agency. We’ve moved from an emergency assistance

model to a self-reliance model.”

In what she views as the most successful part of the model, ESR’s Self-

Reliance program utilizes 18 case workers to work one-on-one with clients to

develop individual case plans that map out strategies to empower self-reliance.

Case workers assist in identifying the client’s critical needs as well as opportu-

nities for vocational training and improving skill sets. Clients take classes in

financial literacy, which teach them to more effectively examine their expenses,

manage money, and balance their accounts. Clients also develop a savings plan

through the NC Saves program, in which local bankers help clients establish

free or low-cost banking relationships.

Some clients, such as Jackie, go on to complete the Individual Development

Account (IDA) program, a rigorous 10-month financial literacy program that

starts the savings process for a house down payment and provides individuals with

strategies to succeed in home ownership.

In addition to these vital programs, ESR works with the Chamber of

Commerce, Forsyth Tech, and Joblink to identify trends in employment so

that clients can acquire relevant skills for the jobs available today.

“We want to make sure people are prepared for jobs when those jobs are

there for them,” Twana says. “We have to be cognizant of the needs of all the

components of the community. We all are one.”

expeRIMeNtINSeLf-ReLIANCe

CoMMuniTy GranTs

Twana Wellman-Roebuck, Executive Director of Experiment in Self-Reliance


The Foundation has provided Community Grants to

ExpErimENt iN SElf-rEliaNCE throughout ESR’s

history, including grants supporting the IDA program,

funding a caseworker for the Transitional Housing

program, and funding a strategic planning process.

Jackie Baldwin and family (pictured)

tHE JamES a. Gray ENdOwmENt was established

in 1946 as a designated fund to benefit the following

North Carolina schools and colleges: Brevard College;

Davidson College; Duke University Divinity School;

Greensboro College; High Point University; Louisburg

College; St. Mary’s School; Salem Academy & College;

UNC-Chapel Hill; Wake Forest University Baptist

Medical Center; and Winston-Salem State University.

It remains the largest individual fund at the Foundation.

Aurelia Gray Eller (pictured)

thegRAYfAMILY

jAMes A. GRAy’s PAssION for education is evidenced by the establish-

ment of his $1.7 million endowment in 1946 to 11 North Carolina

schools, colleges and universities—even including his alma mater’s rival as a

grant recipient.

Before graduating from UNC-Chapel Hill

in 1908, James A. Gray served as a team football

manager, and the UNC-Duke rivalry was already a

Tar Heel tradition. However, in 1950 his daughter

Aurelia Gray Eller would attend Duke University

because at that time Carolina didn’t allow women to

enroll until their junior year. As a way of ensuring

her team loyalty, her father made her promise three

things: never to play a sport against UNC; always to

sit on the Tar Heel side when they played Duke; and

she also had to promise not to marry a Duke man.

“He had a sense of humor,” Aurelia recalls.

“And yet he was strong; once you promised him

something, you’d better stick to it.”

The former president of R.J. Reynolds Tobacco Co., Gray also served on

the Board of Directors at Wachovia Bank. He was married to Pauline Bahnson

Gray, who grew up in Old Salem and was active in the community’s restoration.

During his two terms in the N.C. State Legislature, Gray ensured that

schools, especially colleges and universities, received significant funding.

Aurelia says, “He thought that if young people were going to be leaders and

movers and shakers in this economy and in this country, they had to have an

education.”

Gray’s initial $1.7 million endowment has now grown into a $15.5 mil-

lion fund, and in the last 10 years alone it has granted a total of nearly $9.6

million to the 11 designated learning institutions it supports annually—this

figure alone constitutes more than five times his ini-

tial gift. His foresight in investing in education will

continue to have a lasting impact in improving and

supporting higher education in his beloved state—

in perpetuity.

At James A. Gray’s funeral at Centenary United

Methodist Church in 1952, Dr. Mark Depp aptly

noted, “If it is true that the only riches a man can

take with him when he dies are the riches he has

given away during his life, then how very full must

be the hands of James Gray today.”

Aurelia, who is on the Board of Directors for

the Arts Council of Winston-Salem and Forsyth

County and is an active member of St. Paul’s

Episcopal Church, served for nine years on the

Winston-Salem State University Board of Trustees. A supporter of the city’s

new baseball stadium, she’s thrilled to see downtown Winston-Salem thriving.

In addition to her own contributions, she now often requests funds for

worthy community organizations. “I feel the responsibility for carrying on,

as did my brothers and sisters,” she says. “You never feel like you’ve done

enough.”

a legacy of education

foundaTion donors

James A. Gray


CoMMuniTy GranTs from the Foundation’s unrestricted and field

of interest funds are focused in seven program areas: Arts and Culture,

Education and Recreation, Health, Human Services, Older Adults, Public

Interest, and Youth. A comprehensive list of 2009 Community Grants

is provided on the pages that follow. For information on Community

Grantmaking application procedures, please refer to the “Grant Seekers”

section of the Foundation’s Web site at www.wsfoundation.org.

advised GranTs connect donors with the power of philanthropy

through advised funds and funds that are advised by committees and others.

While final grant decisions rest with the Foundation Committee, donors’

preferences are considered carefully in awarding grants from these funds.

desiGnaTed GranTs ensure long-term annual support from a fund’s

income for one or more organizations identified by the donor at the time

the designated fund is created.

sTudenT aid sCholarshiPs, GranTs and loans are made

through the Foundation’s Student Aid Program to assist individuals

in their post-secondary education. For additional information on

Student Aid application procedures, go to the “Students” section of

www.wsfoundation.org.

types of Grants

sinCe our esTaBlishMenT in 1919, the Foundation and nonprofit organizations have been essential partners in making this a healthier place to call home. In 2009, the Foundation awarded a total of $17 million in grants, including nearly $2 million in Community Grants to local nonprofits. The Foundation’s Student Aid Program provided 546 student awards in the 2009-2010 school year, with more than $830,000 distributed in scholarships and grants and $174,000 in low-interest loans.

Grants2009

[ 2 6 – 2 7 ] G R A N T s t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

The following organizaTions received funding for CommuniTy granTs from the Foundation in 2009. These organizations, listed by

program area, cross geographic, cultural and racial divides as they serve our community. Grant totals also have been provided by program area for 2009

grants committed from designated and agency endowment funds and advised funds.

arts and CultureOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)

Arts Council of Winston Salem and Forsyth County

$75,000 to support a strategic marketing initiative Charles Babcock, Jr. Field of interest Fund, Samuel A. and Roslyn S. Harris Fund

Carolina Chamber Symphony $5,000 for marketing costs for a new concert series Samuel A. and Roslyn S. Harris Fund

Carolina Music Ways $2,210 to educate students about the region’s musical heritage Samuel A. and Roslyn S. Harris Fund

Downtown Arts District Association $5,000 to support the restoration of a mural in the Arts District Earline heath King Fund, Vicki Van Liere Helms Art Fund, Mary Reynolds Babcock Cultural improvement Fund

Enrichment Center, inc. $17,000 to support a sculpture garden Eugene and iola Daniels Memorial trust Fund for the Mentally Handicapped

Hispanic Arts initiative $4,832 to implement an advertising campaign Community Arts Fund, Mary Reynolds Babcock Cultural improvement Fund

Little theatre of Winston Salem $28,000 to support a marketing assistant Community Arts Fund, Walter V. and Martha W. Murray Advised Fund

north Carolina School of the Arts Foundation, inc.

$8,000 to support the expansion of the preparatory dance program for a second year

Walter V. and Martha W. Murray Advised Fund, Charles Babcock, Jr. Field of interest Fund, Eisenberg Family Fund for Arts and Culture

Piedmont Chamber Singers $5,000 for a marketing consultant to create a marketing campaign Samuel A. and Roslyn S. Harris Fund

Piedmont opera $1,000 to support board development Eisenberg Family Fund for Arts and Culture

Sawtooth School for Visual Art $13,000 for Web site development and organizational brochures Charles Babcock, Jr. Field of interest Fund

Southeastern Center for Contemporary Art $20,000 to support a development professional Charles Babcock, Jr. Field of interest Fund

Southeastern Center for Contemporary Art $25,000 for a strategic plan Charles Babcock, Jr. Field of interest Fund

UnC School of the Arts $10,000 to support the fourth Magnolia Baroque Festival Walter V. and Martha W. Murray Advised Fund, Charles Babcock, Jr. Field of interest Fund

Winston Salem Children’s Chorus $9,000 for marketing and advertising Samuel A. and Roslyn S. Harris Fund

Winston Salem Symphony $15,000 to help fund a marketing and development assistant for a third year Samuel A. and Roslyn S. Harris Fund, Walter V. and Martha W. Murray Advised Fund

Winston Salem theatre Alliance $20,000 to fund a marketing and development consultant and advertising materials

Charles Babcock, Jr. Field of interest Fund, Walter V. and Martha W. Murray Advised Fund

grantS COmmitteD FrOm unreStriCteD anD FielD OF intereSt FunDS $263,042

GRAntS CoMMittED FRoM DESiGnAtED AnD AGEnCy EnDoWMEnt FUnDS $141,290

GRAntS CoMMittED FRoM ADViSED FUnDS $829,721

tOtal 2009 grantS COmmitteD tO artS anD Culture $1,234,053

Grants

publiC interestOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)

American Red Cross/northwest nC Chapter $15,000 to help children and adults in fire prone areas learn about fire prevention

Robert Edwin taylor and Margaret Long taylor Memorial Fund, Walter V. and Martha W. Murray Advised Fund

Downtown Winston Salem Partnership $10,000 to support a development position Richard E. Ashburn trust

ECHo Awards $5,000 2009 ECHo Award Designation Carolina Steel Endowment Fund

ECHo Council $140,000 to provide operational and programmatic support the Community Fund, Carl W. and Annie M. Harris Endowment Fund

ECHo network $138,500 to foster enriching, trusting, and long lasting relationships among diverse people.

BB&t Fund, Lillian S. Stultz Fund, the Community Fund, James R. Hankins Fund, Howard Gray Endowment

Forsyth Futures $60,000 to fund a community collaborative to improve positive outcomes for children, adults, and families

Katherine W. otterbourg Fund, Edward S. and Barbara t. Beason Advised Fund, John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust, John W. and Alice Rose Alspaugh Memorial Funds

Garden Club Council of Winston Salem and Forsyth County

$2,000 to build social capital by expanding community gardens in Forsyth County

Anne Hanes Willis Fund, Drane V. McCall Fund for WinstonSalem Beautiful

Habitat for Humanity of Forsyth County $48,000 to support the Cherry Street neighborhood Build Spencer and nell Waggoner Charitable Fund Unrestricted, Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara t. Beason Advised Fund, John A. and Marguerite B. taylor Fund, Christopher Richard Eagan Fund

Handson nWnC $60,000 to support capacity building for nonprofits and increase volunteerism

Ann and Clay Ring Fund, James R. Deadrick Fund, Walter V. and Martha W. Murray Advised Fund, Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund Unrestricted

Leadership Winston Salem $25,000 to help support a part time development professional the Community Fund, Lila Church Bradford Memorial Fund

neighbors for Better neighborhoods $50,000 to support the development of community assets in neighborhoods Lila Church Bradford Memorial Fund, Walter V. and Martha W. Murray Advised Fund

new Winston Museum $18,000 for exterior improvements to the interim museum building Anne Hanes Willis Fund

north Carolina Victim Assistance network $5,000 to provide information and training for crime victim service providers and crime victims

Chrissy Gallaher Victim’s Assistance Fund

Piedmont Land Conservancy $10,000 for a development professional Wachovia Bank of north Carolina Fund

Presbyterian interracial Dialogue $5,000 to support PiRD, temple Emanuel, and Masjid Al Muminun in building a Habitat for Humanity House

Bess Gray Plumly Fund

Rufus Dalton Awards $4,000 to award the Rufus Dalton Award to four officers who were injured in the line of duty

Rufus W. Dalton trust

Rural initiative Project, inc. $5,000 to support the relocation and restoration of Red Bank School James A. Gray Family Fund

triad Community Kitchen $20,000 to support the development of Providence Restaurant, a nonprofit restaurant to provide long term employment training

Charles Babcock, Jr. Discretionary Fund

yMCA of northwest north Carolina $70,000 to support the capital campaign Bill and Helene Halverson Fund, Ava Gardner Fund, J. Frank and Mary S. Mock Fund, thomas H. Davis Advised trust, Camp Robert Vaughn Fund, Edna B. Parkin Georges youth Fund



GRAntS CoMMittED FRoM ADViSED FUnDS $1,594,270

tOtal 2009 grantS COmmitteD tO PubliC intereSt $2,410,326

older adultsOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)

Senior Services, inc. $93,750 to provide nutritious food to homebound older adults through the Meals on Wheels program

Harriet taylor Flynt Fund, Edward S. and Barbara t. Beason Advised Fund, Walter V. and Martha W. Murray Advised Fund, otis B. and Genevieve Parrish Fund, Sturmer Samaritan Fund




tOtal 2009 grantS COmmitteD tO OlDer aDultS $630,320

Grants

eduCation and reCreationOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)

Arts Based Elementary School $12,000 to fund the documentation of arts integrated teaching practices for a second year

Samuel A. and Roslyn S. Harris Fund

Carter G. Woodson School of Challenge $37,884 to fund a library media specialist A. F. Clement trust Fund, Katherine W. otterbourg Fund, Walter V. and Martha W. Murray Advised Fund, Edward S. and Barbara t. Beason Advised Fund

the Children’s Center for the Physically Disabled

$2,000 for a student enrichment opportunity Claire Lockhart Follin Mace Fund

the Children’s Center for the Physically Disabled

$55,000 to fund a development and donor relations officer for a second year Claire Lockhart Follin Mace Fund

Downtown Middle School $25,513 to help fund sustainable classroom technology Jessica t. Fogle Fund, A. F. Clement trust Fund

Forsyth Education Partnership $9,000 for school board election voter guides and two informational workshops for potential and declared candidates

J. C. tise Fund, Robert A. and Constance C. Emken Education Fund

Forsyth technical Community College Foundation, inc.

$42,000 to support the Analytical training Center of the Bionetwork Pharmaceutical Center

Charles Babcock, Jr. Discretionary Fund

Reagan Fine Arts Booster $3,000 to provide music education for Forsyth County students Samuel A. and Roslyn S. Harris Fund

Winston Salem Street School $20,000 to provide support for accreditation and development activities Jessica t. Fogle Fund, Elizabeth Lovett Education Endowment, Harvey Seward Martin Fund

Winston Salem/Forsyth County Schools $28,438 to help support a bilingual community outreach worker for teen mothers and their children for a second year

Jessica t. Fogle Fund




tOtal 2009 grantS COmmitteD tO eDuCatiOn anD reCreatiOn $4,723,234

youthOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)

Authoring Action $15,000 to fund the position of program director for a third year Charles Babcock, Jr. Field of interest Fund, Edna B. Parkin Georges youth Fund

Big Brothers Big Sisters Services $28,000 to support a case manager position for the teen Mother Program DeForest Family Fund, John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust

Children’s Law Center of Central north Carolina

$28,350 to support a child advocacy clinic Charles Babcock, Jr. Discretionary Fund, Allan M. Hutcherson Fund, Camp Robert Vaughn Fund

El Buen Pastor Latino Community Services $5,000 to partially fund a position for youth programming for a third year Edna B. Parkin Georges youth Fund

Kappa League of Winston Salem $1,000 to fund a historical enrichment experience for young men youth Activities Fund

north Carolina Lady tigers $400 to support participation for low income youth youth Activities Fund

Salem Gardens youth Council $300 for an educational trip to Raleigh youth Activities Fund

Winston Lake Lakers 10 and Under AAU $400 to support low income youth participation youth Activities Fund

Winston Salem indians $500 to fund registration fees for youth who cannot afford to participate youth Activities Fund

Winston Salem tiny Vikings $1,000 to fund registration fees for youth who cannot afford to participate youth Activities Fund

yMCA of northwest north Carolina $6,600 to support the y Sail program for a second year J. Frank and Mary S. Mock Fund, Sandehill Recreation Fund

yMCA of northwest north Carolina $20,000 for the Support our Students program John A. and Marguerite B. taylor Fund, Walter V. and Martha W. Murray Advised Fund, Caroline Gamble Charitable Fund, Christopher Richard Eagan Fund, Jessica t. Fogle Fund, Edward S. and Barbara t. Beason Advised Fund




tOtal 2009 grantS COmmitteD tO yOuth $562,506

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t G r a n t s [ 2 8 – 2 9 ]

HeAlTHOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)

Hospice & Palliative care center $80,000 to support the expansion of the Kate B. reynolds Hospice Home as part of the Vital connections capital campaign

John w. and alice rose alspaugh Memorial funds, lena albright Memorial fund, spencer and nell waggoner charitable fund unrestricted, Jeannette norfleet fund, frank e. llewellyn t.B. fund, twin city Hospital funds

Positive wellness alliance $15,000 to support the HiV case Management Program in forsyth county Harriet taylor flynt fund

Prevent Blindness north carolina $5,000 to fund vision screening for preschool children in forsyth county claire lockhart follin Mace fund

shepherd’s center of Greater winston salem $35,000 for a congregational nurse and health ministry program for a second year

Harriet taylor flynt fund, Marieanne and Jerry long advised fund, edward s. and Barbara t. Beason advised fund, walter V. and Martha w. Murray advised fund

wake forest university Health sciences $30,000 to fund a nutrition education program for low income and spanishspeaking families for a second year

spencer and nell waggoner charitable fund unrestricted


Grants coMMitted froM desiGnated and aGencY endowMent funds $793,917

Grants coMMitted froM adVised funds $816,343

tOtal 2009 grantS COmmitteD tO health $1,775,260

RelIGIONGrants coMMitted froM desiGnated and aGencY endowMent funds $310,038

Grants coMMitted froM adVised funds $2,118,863

tOtal 2009 grantS COmmitteD tO religiOn $2,428,901

GRANTs

human serviCesOrganizatiOn name grant amOunt PrOJeCt DeSCriPtiOn FunD name(S)

Advocacy for the Poor $7,000 to support development and marketing expenses Bess Gray Plumly Fund, Vera Goldberg Memorial Fund

AiDS Care Service $35,000 to continue a mental health support service for HiV+ individuals for a third year

Harriet taylor Flynt Fund

Bethesda Center for the Homeless $25,000 to help support a development director for a third year William n. Hailey Fund

Darryl Hunt Project for Freedom and Justice $19,000 to support re entry work with formerly incarcerated individuals for a second year

Warren David Ashburn Fund, Andrew Dale Advised Fund, Sarah Murphy McFarland Advised Fund

Exchange SCAn $17,000 to develop marketing materials John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust, Edna B. Parkin Georges youth Fund

Family Promise of Forsyth County $23,000 to support a case management position Bess Gray Plumly Fund, Walter V. and Martha W. Murray Advised Fund

Family Services, inc. $25,000 to support the Healing Gardens project Walter V. and Martha W. Murray Advised Fund, Anne Hanes Willis Fund

Group Homes of Forsyth, inc. $20,000 to support the Assisted Daily Living skills classroom program Walter V. and Martha W. Murray Advised Fund.

Horizons Residential Care Center $15,000 to assist with emergency maintenance expenses Eugene and iola Daniels Memorial trust Fund for the Mentally Handicapped

imprints $19,250 to support a parent educator at the Downtown Health Plaza and Winston East Pediatrics

John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust, Joseph G. Gordon Fund, Mae W. Hubbard trust

nC Housing Foundation $39,300 to support the predevelopment work of a transitional housing project for veterans

Harriet taylor Flynt Fund

Prodigals Community, inc. $20,000 to help improve staff communication and the job training program Franklin Cromer Cordell Fund, Shepherding Fund, Margaret W. Parker Fund, John Alexander McClung DDS FACD trust, Walter V. and Martha W. Murray Advised Fund, Credence Fund, Mil and Marsh naugle Fund

Special olympics north Carolina $4,942 to fund Forsyth County athletes to train and compete locally in tennis and roller skating

Eugene and iola Daniels Memorial trust for the Mentally Handicapped

University of north Carolina at Greensboro $5,000 to support a clinical graduate studies program involving adults with traumatic brain injury

Claire Lockhart Follin Mace Fund

Vigils for Healing $5,000 to provide monetary support for the family members of victims of violent death

Chrissy Gallaher Victim’s Assistance Fund

yMCA of northwest north Carolina $4,096 to purchase a chair lift to provide pool access at the Winston Lake yMCA for indviduals who are elderly or disabled

Claire Lockhart Follin Mace Fund




tOtal 2009 grantS COmmitteD tO human ServiCeS $2,517,184

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t G r a n t s [ 3 0 – 3 1 ]

kNOwING THAT THey cANNOT PRedIcT future opportunities to help

in our community, many donors demonstrate the highest level of trust in

the integrity of the Foundation by establishing endowed unrestricted and

field of interest funds that support timely cOMMuNITy GRANTs such

as those profiled and listed earlier in this report.

Community Grants, to organizations as varied as Carolina Music

Ways, Experiment in Self-Reliance, and Senior Services, have and will

continue to impact our community positively and substantially for many

years to come—and the Foundation’s ability to provide Community

Grants has been crucial in supporting these integral programs over time.

The Foundation administers both endowed and non-endowed donor

funds, matching individuals, families and organizations with fund types

that will help them accomplish their giving goals.

We are eternally grateful for all of our donors, and we look forward

to serving as a resource for many more philanthropic journeys in the years

to come.

for More Than 90 years, committed donors have invested in the current and future health of our community. These charitable individuals, families, and organizations have enabled the Foundation to support many causes, from education and arts and culture to human services, enriching the lives of our neighbors in all life stages — from youth through older adults. As of December 31, 2009, the Foundation was honored to administer more than 1,200 charitable funds serving a variety of philanthropic purposes.

funds and donors

endowed funds:

unrestriCted Funds offer the broadest option for charitable giving.

Income from these funds will be used to meet changing funding oppor-

tunities in our community over time through Community Grants.

Field oF interest Funds give donors the opportunity to provide

Community Grantmaking support within a broad area of interest

(e.g., human services, health, arts and culture, etc.)

donor-advised Funds enable up to two family generations of

donors or outside committees to make charitable grant recommenda-

tions. Foundation staff can assist donors with background information

on charities or help identify pressing community needs. These funds are

a convenient method of simplifying charitable giving and are an attrac-

tive alternative to a private foundation.

desiGnated Funds are established by donors who wish to provide

annual support to specific charities. Should the organization(s) cease

to exist, the Foundation has the responsibility to ensure that a donor’s

original intent is met.

aGenCy Funds are established by charitable organizations. The orga-

nization benefits from the Foundation’s professional investment manage-

ment administration, allowing the agency’s staff and board to focus on

providing necessary services to its constituents.

student aid Funds provide students with the resources to pursue

their academic goals. Donors may establish funds to support students

from a particular high school, church, or county, or those who attend

a specific college or university.

real estate Funds are properties designated for a charitable use

and titled in the Foundation’s name. The Foundation has continuing

oversight of the use and care of the property as well as responsibility for

disposition should the designated use become impractical or undesirable.

non-endowed funds:

non-endowed advised Funds offer donors a simple and efficient

process in which to fulfill their annual charitable giving goals.

temporary and speCial Funds give the Foundation the ability

to hold a limited number of funds for organizations and individuals for

charitable projects.

how To esTaBlish a fund:

Setting up a fund and establishing your giving legacy is simple. Our

Philanthropic Services staff will walk you through the steps to make

sure that the fund you establish meets your charitable giving goals.

Please contact us at www.wsfoundation.org or call us at (336) 725-2382

for more information.

types of Funds

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F u n d s a n d d o n o r s [ 3 2 – 3 3 ]

unrestriCted Funds offer the broadest option for charitable giving. Income from these endowed funds is used to meet the changing needs of our

community over time through Community Grants. Field oF interest Funds give donors the opportunity to provide Community Grantmaking support

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

new FunDS in 2009 PurPOSe

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

nancy H. Wilson Fund Established by bequest for unrestricted purposes

FunD year eStabliSheD PurPOSe

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

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

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

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

John Wesley Alspaugh and Celeste tucker Alspaugh Memorial trust

1964 Established by bequest by John W. Alspaugh in memory of his parents to support programs for disadvantaged youth

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

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

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

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

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

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

nancy R. Baity trust 2000 Established in memory of her husband ira W. Baity, Jr. to support programs for disadvantaged children and youth

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

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

Lila Church Bradford Memorial Fund 1999 Established as an unrestricted fund

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

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

Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund Unrestricted

2000 Established by the estate as an unrestricted fund

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

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

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

A. F. Clement trust Fund 1971 Established by bequest to provide funds for education of orphans and other Forsyth County youth

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

Community Arts Fund 1985 Established to support programs of arts organizations

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

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

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

Eugene and iola Daniels Memorial trust for the Mentally Handicapped

1998 Established by the estate of Bobby A. Daniels to benefit mentally handicapped people of Winston Salem and Forsyth County

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

thomas H. Davis Advised trust 1992 Established with special emphasis on programs for youth

Unrestricted and Field of interest Funds

Unrestricted and Field of Interest Funds continued on next page

endowed Funds


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

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

John and Julia Denham Fund 2007 Established as an unrestricted fund

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

Emergency Loan Fund of northwest n.C. 1983 Established by the Donors Forum of Forsyth County to provide emergency loans to nonprofits in northwest north Carolina

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

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

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

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

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

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

Louise Futrell Fund 1991 Established by bequest as an unrestricted fund

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

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

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

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

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

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

Vergil and Vicki Gough Fund 2008 Established as an unrestricted fund

Howard Gray Endowment 1987 Established as an unrestricted fund

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

William n. Hailey Fund 2004 Established with the remainder interest from the William n. Hailey CRt

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

Barbara Lasater Hanes trust 1988 Established as an unrestricted fund

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

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

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

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

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

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

Margaret and Harrell Hill Fund 2007 Established as an unrestricted fund

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

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

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

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

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

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

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

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

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

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

Unrestricted and Field of Interest Funds continued from previous page


t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F u n d s a n d d o n o r s [ 3 4 – 3 5 ]


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

Elsie Ann Long Memorial Fund 1995 Established through an estate gift for programs and activities benefiting needy persons living in the Appalachian region

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

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

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

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

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

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

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

isabel McRae Fund 1981 Established by bequest as an unrestricted fund

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

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

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

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

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

Dr. Calvin and Ruth H. ogburn trust 1978 Established to provide support for general charitable purposes

Margaret W. Parker Fund 1997 Established as an unrestricted fund

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

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

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

Pfafftown Jaycees Community Fund 2005 Established by the Pfafftown Jaycees

Pleasants Hardware Company trust 1987 Established for general charitable purposes

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

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

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

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

Stokes ivey and orpha Marie Leonard Pope Family trust 2000 Established by Louis B. Pope in memory of his parents to support the poor and needy

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

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

Mary neil Henderson Rice Fund 1998 Established by thomas B. Rice, iii in memory of his mother as an unrestricted fund

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

Ann and Clay Ring Fund 1997 Established as an unrestricted fund

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

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

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

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

Louis and Jane Shaffner Fund 2007 Established as an unrestricted fund

Shepherding Fund 1992 Established to support local human service agencies

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



[ 3 6 – 3 7 ] F u n d s a n d d o n o r s t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

endowed Funds


Peggy and ralph stockton fund 1995 established as an unrestricted fund

ralph and frances stockton trust 1993 established as an unrestricted fund

colin and Mary louise stokes fund 1991 established as an unrestricted fund to support charitable purposes in forsyth county

lillian s. stultz fund 1982 established by bequest for general charitable purposes of the foundation

sturmer samaritan fund 1997 established by Martha M. sturmer in honor of her in laws, ernestine Hill and charles a. sturmer, to provide support for financially needy patients and residents in nursing homes in forsyth county

the sunshine fund 2007 established by robert Jasinkiewicz to benefit domestic animals in forsyth county

edward and Mary alice tarulli fund 2006 established with the charitable remainder of a charitable remainder trust to provide services or programs that benefit individuals who are visually handicapped

robert edwin taylor and Margaret long taylor Memorial fund

2005 established with the remainder of the Margaret long taylor charitable remainder unitrust

J. c. tise fund 1927 established by bequest to support general educational purposes with an emphasis on programs providing enrichment and outreach

nelson and dorothy tomlinson fund 1997 established as an unrestricted fund

twin city Hospital funds 1920 established by the executive board of the Hospital by bequest from John w. alspaugh to benefit projects on behalf of the medically indigent in the community

wachovia Bank of north carolina fund 1987 established with a gift for unrestricted use and added to in 1994 in honor of all former and current wachovia employees and in memory of Herbert Brenner

spencer and nell waggoner charitable fundunrestricted

2005 established through the estate of nell Kerns waggoner

Hayes and amy wauford fund 2007 established as an unrestricted fund

art and dannie weber education fund 2007 established as a field of interest fund for education

anne Hanes willis fund 1997 established by frank B. Hanes in memory of his sister to assist landscaping, gardening, and beautification in the city when public funding is not available

Bobby ray wilson Human fund 1996 established to benefit incarcerated persons in forsyth county

winston salem foundation staff endowment 2002 established by B. thomas lawson in honor of his former winston salem foundation colleagues

aubrey Marcus Zimmerman fund for recreation for the Handicapped

1984 established to provide recreational opportunities for the handicapped


DONOR-ADVISED FUNDS ENABLE UP TO TWO FAMILY GENERATIONS of donors or outside committees to make charitable grant recommendations.

Foundation staff can also assist donors with background information on charities or help identify pressing community needs. These endowed funds are a

convenient method of simplifying charitable giving and are an attractive alternative to a private foundation.

Donor-Advised Funds

new funds in 2009

Thomasine Herring Hayes Fund

James and Deborah Millis, Jr. Fund

Realty Analytix Triad Stewardship Fund

Zach Smith Fund

fund year established

Mary J. and Kenneth P. Carlson Advised Fund 2000

Carr Family Advised Fund 2006

Sam N. Carter and Pauline H. Carter Fund 2000

Cawood Charitable Fund 1993

Lee Chadwell Fund 2002

Chuck and Bobbie Chambers Advised Trust 1992

Charley Fund I 2007

Charley Fund II 2007

Lucy Hanes Chatham Fund 1949

Lucy Hanes Chatham Library Fund 1951

Richard T. Chatham Fund 1972

Thomas Lenoir and Anna Hanes Chatham Fund 1998

Gerald and Lee Ann Chrisco Family Trust 1998

Robert Clark Family Fund 1997

Phillip M. Clifton, M.D. Memorial Fund for Children 2003

Brenda Kulynych Cline Fund 1998

Clover Street Fund 2003

Ron and Jeff Coppage Cancer Fund 1999

A. Robert Cordell Family Trust 1998

Joan R. and David L. Cotterill Advised Trust 1994

CP3 Charitable Foundation 2006

Credence Fund 1997

Bill and Betty Gray Davis Fund 2000

John and Terrie Davis Family Fund 1999

DeForest Family Fund 2003

Ashley Holland Dozier Charitable Fund 1998

Driscoll Family Fund 1997

Joseph B. and Mary M. Dudley Advised Fund 1997

Nancy W. Dunn Trust for Spiritual Development 1995

Mignon Durham Charitable Fund 1997

Christopher Richard Eagan Fund 2002

EHI Fund 2004

Lynn and Barry Eisenberg Endowed Fund 1998

Elkin Community Trust 1993

C. B. Eller Education Fund 1987

Grace H. Emken Fund 1993

Ann and John Faris Community Fund 2008


John H. Felts, M.D. Fund 2000

Finley Anderson Fund 1994

Firetree Fund 2008

Robert and Carol Ford Charitable Trust 1996

James A. and Elizabeth K. Fyock Trust 1999

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

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

Genesis Fund 2007

Glade Valley School Fund 1988

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

1991

William A. and Georgia H. Goodson Fund 1968

Louis and Marcia Gottlieb Family Fund 1996

Grace Court Trust 1996

Margaret N. Graham Art Fund 1942

Bernard and Anne Howell Gray Advised Fund for the Community

1998

Green Angel Fund 1997

J.T. Greene, Jr. Charitable Trust 1995

Emily Grousbeck Fund 1988

Hanes Family Downtown Fund 2003

R. Philip and Charlotte Hanes Community Trust 1988

Harrison Family Fund 2001

Sam and Kathryn Hauser Fund 2005

Hege Trust 1997

L. Stephen Hendrix Fund 2001

Bill and Leslie Hollan Fund 1994

Judith Hoots Family Fund 2005

B.F. Huntley and Josephine Huntley Trust 1997

David A. and Roberta W. Irvin Fund 2000

Janeway Family Fund 1996

W.T. and Mary Cobb Jenkins Family Fund 2005

Bill Johnson Trust to Benefit Stokes County 1999

Florinda C. Johnson Charitable Fund 2005

Garland Johnson Fund for the Benefit of Elkin Public Library

2001

J. Michael Johnston Memorial Fund 1996

Jones Family Fund 2006

Donor Advised Funds continued on next page


William T. and Sylvia F. Alderson Fund 1997

Celeste Tucker Alspaugh Memorial Trust 1964

Anonymous 1996

Anonymous 1999

Anonymous 2001

Anonymous 2004

Robert G. Auchincloss Fund 2000

Philip S. Auchincloss Fund 2000

William P. and Katharine T. Baldridge Endowment 2006

Marshall B Bass Children’s Fund Endowment 2004

Bartlett and Wyatt Bassett Fund 2004

Ted and Charlotte Blount Fund 1997

Karla Bolen Memorial Fund 2003

Eleanor and Sam Booke, Jr. Fund 1998

Elizabeth E. and Henry M. Booke Trust 1994

Sam and Anne Booke Family Trust 1989

Julian R. and Mary P. Bossong Fund 1998

Skip and Beth Boswell Trust 2007

Braswell Family Charitable Fund 1995

Herbert and Ann Brenner Fund 1993

Mike and Wendy Brenner Trust 2002

Paul and Judy Moore Briggs Family Fund 2000

Royall and Alice Brown Advised Trust 1993

Royall R. Brown, Jr. Advised Trust 1992

Budd Group Foundation 2001

Christopher David Budd Fund 1996

Joseph R. Budd Family Trust 1997

Nathan, Jordan, and Nicholas Budd Fund 1998

Richard P. and Sylvia S. Budd Fund 1983

John W. Burress Advised Fund 2008

Burr Family Trust 2006

Cardwell Archer Charitable Fund 2001

ENDOWED FUNDS


Christopher and Lucinda Kellam Jones Fund 1997

Thad and Catherine Jones Charitable Fund 1996

Leon and Renee Kaplan Fund 1999

Dale and Mary King Fund 2004

L. Andrew Koman and Leigh E. Koman Fund 1999

Thomas J. and Lynne Koontz Charitable Trust 1996

A. Thad and Margaret W. Lewallen Advised Trust 1994

A.J. Linville Memorial Fund 2006

Lowy Family Fund 1997

Lydia Phillips McCabe Advised Fund 1997

McGowen Charitable Fund 1996

McGuirt Family Fund 1996

J. Frank and Laura Turnage McNair Charitable Trust 1996

William and Kim Means Charitable Fund 1996

Medlin Charitable Fund 1994

John and Kelly Merritt Family Charitable Fund 2007

Millbrook Fund 2005

Henry S. and Martha S. Miller Advised Fund 2005

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

Elsie L. Morris Fund 1999

Gene and Margaret Motsinger Family Fund 2006

Michael Andrew Nachman Fund 1995

Mil and Marsh Naugle Fund 1999

Neal Family Fund 2001

Lucian and Robie Neal Fund 2002

Stephen L. Neal Advised Fund 1997

T. David Neill Family Fund 1998

O’Brien Family Fund 2005

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

Orr Family Charitable Trust 1999

Katherine W. Otterbourg Fund 2003

C.T. Overby Youth Golf Fund 2006

Marlene and Craven Page Trust 1997

Dwight E. and Annie E. Pardue Advised Fund 2004

Harry O. and Margaret W. Parker Family Trust 2006

Nathan E. and Lisa J. Parrish Advised Fund 2007

Eugene and Ann Paschold Fund 1996

Bob Pate Memorial Fund 1987

Pauline Davis Perry Fund 1996


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

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

Piedmont Federal Fund 1993

Ruth M. and Clifton E. Pleasants Trust 1990

Michael J. Pollak Trust 1995

Julia Davis Pollard Memorial Fund 1969

Ashburn Wright Wall Pollock Charitable Trust 1994

Billy D. and Deborah Prim Donor Advised Fund 2004

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

Purcell Family Fund 2006

David and Deborah Rice Fund 1995

T. Wayne Robertson Memorial Fund 1998

Roslyn Trust 2000

Rubin Family Fund 2000

Tom and Kathy Rucker Charitable Trust 2000

Guy and Liz Rudisill Fund 1993

Benjamin and Avon Ruffin Family Fund 2007

Jack and Betty Runnion Fund 1996

Pearl and Ray Sams Family Trust 2000

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

Daniel and Linda Sayers Charitable Fund 1996

Margaret Scales and Graydon Pleasants Endowment 2007

Andrew J. and Ellen N. Schindler Advised Fund 2004

Adrian R. and Robert D. Shore Trust 1999

SKM Charitable Fund 2004

Katie Sleap Memorial Fund 2005

F. Conard and Jean Snyder Fund 2005

Morris and Lillian Sosnik Memorial Fund 1987

Rufus T. Stedman Memorial Fund 1931

Emily P. and Scott F. Sternberg Family Fund 1998

Nealie Belk Stevens Fund 1962

Richard and Wendel Stockton Fund 1997

Janice Kulynych Story Fund 1998

Charles V. Taft Family Charitable Trust 1995

John A. and Marguerite B. Taylor Fund 1986

Thompson/Rotary Club of Winston Salem Educational Fund

1950

Thornton Family Fund 2001

Tuttle Family Charitable Fund 2005


Harry and Nancy Underwood Advised Trust 1994

Margaret M. Urquhart Advised Fund 2001

Carolyn H. Vaughn Fund 1997

Sheila H. Vogler Fund 2001

Wake Forest Baptist Church Fund 1992

Wall Family Trust 2002

Ward Family Advised Trust 1995

Warthogs Baseball Community Trust 1999

Sharon L. Washington McBryde Memorial Fund 2005

Jean and Phil Waugh Family Trust 2001

Edward Kent Welch Memorial Fund 2005

A.T. Williams Oil Company Fund 1988

A. Tab Williams, Jr. Crime Prevention Fund 1996

A. Tab Williams, Jr. Public Education Fund 1996

Catherine R. Williams Family Fund 2003

John W. and Donna H. Willingham Advised Fund 2006

Diana Dyer Wilson Endowment Fund 1971

Jane Butler and J.D. Wilson Family Trust 1983

Paula Wimmer Memorial Fund 2006

Ann King Windham Fund 2004

Winston Salem Civitan Club Candy Box Fund 1998

Winston Salem Civitan Project Trust 1998

Winston Salem/Forsyth County Economic Development Fund

1985

Winston Salem/Forsyth County Excellence in Education Fund

1982

Winston Salem Police Benefit Fund 1980

Winston Salem Regional Association of REALTORS Charitable Fund

2005

Wolfe Family Fund 2000

Woman’s Club of Winston Salem 1935

Women’s Fund Endowment 2007

Rick and Lyn Worf Fund 1998

Elizabeth L. Wyeth Fund 1998

Bryan D. and JoAnn M. Yates Fund 2008

Yasser and Georgia Youssef Family Trust 2008

Youth Philanthropy Initiative 2004

Donor Advised Funds continued from previous page

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F U N D S A N D D O N O R S [ 3 8 – 3 9 ]

DESIGNATED FUNDS ARE ESTABLISHED by donors who wish to provide annual support to specific charities. Should the organization(s) cease

to exist, the Foundation has the responsibility to ensure that a donor’s original intent is met. Agency funds are established by charitable organizations

themselves. The agency benefits from the Foundation’s professional investment management administration, allowing its staff and board to focus on

providing necessary services to its constituents.

new funds in 2009 purpose

Joyce Adger Endowment for Bethesda Center Established by the agency with a grant to honor Joyce Adger from the Kate B. Reynolds Charitable Trust

Joel and Blanche Clingman Charitable Trust Established with the remainder of the Joel P. Clingman Charitable Remainder Unitrust

Galloway Memorial Episcopal Church Endowment Established by the church as an agency endowment

Institute for Dismantling Racism Endowment Established by the Institute for Dismantling Racism Inc. as an agency endowment

John W. Landingham Fund Established with the remainder of the John W. Landingham Irrevocable Living Unitrust for the benefit of The Western Carolina Alzheimers Association and Piedmont Baptist College

Mary A. Payne Charitable Fund Established by the Mary Ann Payne Revocable Charitable Trust to benefit various organizations

Winston Salem Civitan Fund Established by the Winston Salem Civitan Club to support various charities

Designated and Agency Funds


Louise and Sam Adams Designated Fund 2005

Emily Allen Wildflower Preserve Protection and Management Endowment

2001

John Wesley Alspaugh and Celeste T. Alspaugh Memorial Trust for Children’s Home

1964

American Red Cross (Northwest North Carolina Chapter) Endowment Fund

1997

Amos Cottage Harry O. Parker Wing Fund 2004

Arts Council Endowment Fund 1957

Arts for Life Endowment 2008

Ashburn Trust Bowery Mission and Young Men’s Home

1970

Ashburn Trust World Vision 1970

Associated Charities Fund 1928

Sarah Austin Child Development Center Trust 1995

Sarah Austin Family Services Shelter Trust 1991

Mary Ruth B. Barrett Fund 2006

Celestine Pate Bass Memorial Hospice Fund 2007

Marshall B Bass Best Choice Center Endowment Fund 1997

Marshall B Bass Fund for Senior Services 2008

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

2008

Nathalie L. Bernard Fund 1963

Big Brothers Big Sisters Services, Inc. Endowment 1996

Mary Leight Booe Fund 1989

Daniel and Jo Ann Boucher Industries for the Blind Endowment

2004

Gertrude and Morris Brenner Fund 1993

Hal Brownfield Endowment 2007

Nick Bunce Friendship Fund 2002

Bryon Tyler Burdick Memorial Fund 1989


Bess Lee Burke Memorial Fund 2003

Hugh E. Bynum, Jr. and Elizabeth H. Bynum Memorial Fund D

2000

Calvary Baptist Church Fund 1998

Camp Civitan Fund 1986

Camp Dogwood Endowment Fund 1995

Dorothy M. Carpenter Fund 2008

Carr Family Fund Designated 2006

Centenary United Methodist Church Sunday School Fund

1927

Children’s Center Fund 2002

Perry B. Clark Memorial Fund of Leadership WinstonSalem

1987

Community Care Center for Forsyth County, Inc. Endowment

2007

Community Marrow Donor Program, Inc. Forsyth County Area Endowment

2000

Nottie Riddle Cook Fund 1986

Ray and Jackie Cope Scholarship Fund 2005

Dewitt Cordell Education Endowment Fund 1987

Crimestoppers Endowment Fund 1992

Crisis Control Ministry, Inc. Endowment Fund 1987

Crosby Scholars Endowment Fund 2008

Crosby Endowment Fund 1987

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

2002

Bunny and Bill Davis Highland Scouting Fund 2000

Enrichment Center Endowment 2006

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

1999

Forsyth Jail and Prison Ministries Endowment 2002


Friendship Force of Central North Carolina 1987

Guy R. and Florence M. Fulp Charitable Trust 2000

Germanton United Methodist Church Cemetery Fund 1999

Germanton United Methodist Church Fund 2005

J. Kirk Glenn Jr. Endowment for Crisis Control Ministry

2008

Goodwill Industries of NW NC, Inc. Endowment 1997

William and Maggie Gordon Memorial Fund for Haw Pond Church of Christ

1998

Bowman and Gordon Gray Trust 1970

Bowman Gray Trust Bowman Gray School of Medicine

1970

Gordon Gray Trust Bowman Gray School of Medicine

1982

James A. Gray Endowment 1946

James A. Gray Foreign Mission Fund 1948

Group Homes of Forsyth, Inc. Endowment 1993

Habitat for Humanity of Forsyth County Endowment Fund II

1999

Gordon Hanes Memorial Endowment for Crisis Control Ministry

1995

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

Jacob F. Hanes Fund for Superannuated Methodist Ministers

1935

Joan H. Hanes Fund 1983

Lewis Lee and Suzanne Ellis Hawley Memorial Fund 2008

Charles E. and Pauline L. Hayworth Fund 1994

Ada Hill and Jesse Davis Powers Fund 2005

Mary Hill Habitat for Humanity Fund 1996

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

2008

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

Designated and Agency Funds continued on next page

ENDOWED FUNDS


Lawrence Byerly Holt, MD Memorial Fund 1988

Raymond B. Hooker, Jr. Fund Designated 2000

Hope Harbor Fund 1989

Hope Trust of Crisis Control Ministry 1995

Judith and Marbry Hopkins Endowment 1996

Louise S. Hunter Fund 2004

Viola and Dwight Jackson Memorial Fund 1999

Ella Mae Johnson Fund 1994

Johnson Family Cemetery Trust Fund 1999

Jimmy Johnson Memorial Fund 2005

June Porter Johnson Fund for Salem Academy and College

2006

Trey Jones Philmont Scholarship Fund 2007

Junior League of Winston Salem Endowment Fund 1998

Peter R. Kellogg Fund of Riverwood Therapeutic Riding Center

2006

Jane R. Kennedy Endowment Fund 1989

Petro Kulynych/Blue Ridge Parkway Foundation Endowment

2003

Peggy Bowen Leight Fund 2001

Maintenance Trust for Lewisville United Methodist Church

1998

Little Theatre Endowment Fund 1996

Lloyd Presbyterian Church Fund 2001

Love’s UMC Capital Needs Fund 2008

Love’s United Methodist Church Memorial Fund 2008

Jennifer Lowy Dock Fund 1997

Lowy Fund Shepherd’s Center 2000

Jerome Madans Assistance Fund 1994

Anne and Bill Magness Meals on Wheels Fund 2008

G.L. Millsaps Memorial Trust 2000

J. William Moir Charitable Trust 2006

Montague Scholarship Medal Fund 1939

William G. Montgomery, MD Fund for Senior Services 1995

National Trust For Historic Preservation in the United States

1981

North Carolina Academy of Physician Assistants Endowment

1992

George S. Norfleet Bible Fund 1932

Elizabeth C. and Ralph B. Ogburn Fund 1984

Old Hickory Council/Camp Raven Knob Endowment 1989

Old Hickory Council Endowment Fund 1997

Harry O. and Margaret W. Parker Ophthalmology Research Fund

2004

Margaret W. Parker Fund for Amos Cottage Discretionary

2004

Margaret W. Parker Fund for Amos Cottage Operations

2004

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

1998

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


Lucy Paynter Fund 2005

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

Penland School of Crafts Fund 1983

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

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

Louise A. Peterson Trust 2002

Pfafftown Jaycees Designated Fund 2005

Piedmont Opera Endowment Fund 1987

Kerr and Naomi Pinnix Designated Fund 2006

Orpha Marie Leonard Pope Fund 1986

Richard and Barbara Pope Trust 1998

Larriston Hill Powers Memorial Fund 2005

Preservation North Carolina Winston Salem Regional Office Endowment Fund

1997

Kenneth O. Raschke Literacy Initiative Trust 1996

Stephen G. Richey Memorial Fund 1986

Wood Richmond Memorial Fund 1960

Golding H. Riddle Fund 1953

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

Right Turns for Youth Endowment 2003

Ronald McDonald House of Winston Salem, Inc. Endowment Fund

1985

Lorraine Flynt Rudolph Endowment Fund 2004

St. Paul’s Episcopal Church Endowment 1946

St. Paul’s Episcopal Church Mission Fund 1950

St. Paul’s Wilkesboro Endowment Fund 2001

St. Philip’s Episcopal Church Fund 1953

St. Stephens Episcopal Church Endowment 1997

Samaritan Ministries Endowment Fund 2001

Sawtooth Center for Visual Art Endowment 1996

Sawtooth Center for Visual Art Scholarship Fund 1996

Second Harvest Food Bank of Northwest North Carolina Fund

1997

Senior Services, Inc. Endowment 1994

R.Y. and Eileen Sharpe Fund 1983

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

1995

Shepherd’s Center of Greater Winston Salem Endowment Trust

2005

Irving and Minnie Sheppard Memorial Fund 1999

Sloan S. Sherrill Fund 1978

Richard Edmund Shore Memorial Fund 2003

Siloam Baptist Church Endowment Fund 1997

Paul and Sara Sinal Fund 1997

Frances Horne Smith and Howard H. Smith Memorial Fund

1968

Special Children’s School Endowment 2007

Gilbert W. and Gail S. Spencer Fund 2008

Sprinkle Mission Fund 1982

Lucy L. Stedman Memorial Fund 1931


Ruth Stevenson Stewardship Endowment 2004

Ralph and Peggy Stockton Arbor Acres Fund 2006

Sturmer Spay and Neuter Fund 1993

Summit School Endowment Fund 1959

Robert E. Taylor Memorial Fund 1995

William Mills and Margaret Parks Taylor Fund 2007

Tower Fund 2008

Trinity Center Endowment Fund 2000

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

2001

Unitarian Universalist Fellowship Endowment 2002

United Way Caring Shares Endowment 1990

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

Forrest and Gene Vogler Arts Endowment 2008

H. and E. Vogler Fund 1978

Voluntary Action Center Training Endowment Fund 1986

Spencer and Nell Waggoner Charitable FundDesignated

2005

John and Pauline Hoots Waller Trust 1999

Ina B. Watson Trust 2000

Wilkes Library Endowment 2001

Wilkes Playmakers Inc. Endowment 2007

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

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

1993

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

1996

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

LuTelle Sherrill Williams Fund 1986

Willow and Woody Memorial Trust for the Riverwood Therapeutic Riding Center

2001

Diana Dyer Wilson Organ Maintenance Fund 1993

Winston Salem Delta Fine Arts, Inc. Endowment Fund 1995

Winston Salem National Little League Endowment 2000

Winston Salem Piedmont Triad Symphony Heritage Fund

1999

Winston Salem Symphony Chair Endowment Fund 1971

Winston Salem Twin City Host Lions Club Endowment Fund

1999

Wolfe Family Charitable Fund 1996

Wolfe Steele Young Life Trust 1996

World Law Fund 1994

Bland and Ada Worley/Blue Ridge Parkway Foundation Trust

1999

Chris Yarborough Memorial Sawtooth Center Library Trust

1998

YMCA of Greater Winston Salem Heritage Club Endowment

1995

Special Children’s School Jacqueline Styers Young Fund

2001

Designated and Agency Funds continued from previous page


SINcE 1923 THE FOUNDATION’S STUDENT AID FUNDS have provided local students with the resources to pursue their academic goals. Donors may

establish named funds with a minimum of $10,000 to support students from a particular high school, church, or county, or for those who attend a specific

college or university.

new funds in 2009 purpose

Annie S. Alexander Memorial Scholarship Established by Dr. Donna D. Alexander in memory of her mother to provide scholarships to students pursuing nursing degrees

Gwenn Steward Clements Scholarship Established to support graduating seniors who have been solid English students at Lexington Senior High School

James L. Einstein College Scholarship Fund Established in conjunction with Mr. Einstein's retirement from Rock Tenn Company Alliance Division

Matthew Alan Gfeller Memorial Scholarship Established with memorial gifts from family and friends to support scholarships for students at R.J. Reynolds High School

Sergeant Mickey Hutchens Leadership Scholarship Established in memory of Sergeant Hutchens who served as a police officer with the Winston Salem Police Department for 27 years and was killed in the line of duty

Tripp Joye Memorial Scholarship Fund Established in memory of Milbourne L. "Tripp" Joye, III to provide scholarships to graduating high school seniors who will pursue a bachelor's degree in music

Andrew Lane Memorial/R.J. Reynolds Soccer Scholarship Established by Sylvia Oberle and R.J. Reynolds High School to benefit members of the R.J. Reynolds High School varsity soccer teams

Mark James Mendenhall Memorial Scholarship Fund Established in 1990 and endowed in 2009 to provide scholarships to graduating high school seniors from Forbush High School

Student Aid Funds


William H. Andrews/HAWS Scholarship Fund 1993

Zack H. Bacon IV Scholarship 2005

Marshall B Bass Endowed Scholars Program at Winston Salem State University

2002

Marshall B Bass Scholars Endowment Program at Forsyth Technical Community College

2005

Marshall B Bass Scholars Endowment Program at Livingstone College

2007

Marshall B Bass Scholars Fund at Voorhees College 2004

F. A. and Charlotte Blount Scholarship 2007

Sam L. Booke, Sr. Scholarship Fund 1989

Boyles Eidson Scholarship Fund 2001

Jeanna Brown Memorial Scholarship Fund 1986

Tien Bui Memorial Scholarship 2007

Wes Burton Memorial Scholarship 2005

Ray S. Church Memorial Scholarship Fund 2006

Elmer and Rosa Lee Collins Scholarship 2006

Lloyd E. and Rachel S. Collins Scholarship Fund 2001

Mary Rowena Cooper Scholarship Fund 1991

D. C. Cornelius Memorial Scholarship Fund 2004

Serena D. Dalton Scholarship Fund 1977

Joseph E. Davies Scholarship Fund 2002

Bunny and Bill Davis Highland Scholarship Fund 2000

Delta Fine Arts Lois B. and Simona A. Allen Scholarship Fund

1994

Oliver Joel and Ellen Pell Denny Student Loan Fund 1985

Joyce and Jim Dickerson Scholarship Fund 2000

Wade and Marcelene Duncan Scholarship Fund 2004

East Forsyth High School Alumni Scholarship 2002


Marlene Marie Pope Flinchum Scholarship 2001

Forsyth County Nursing Scholarship Fund 1969

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

Garden Club Council of Winston Salem and Forsyth County Scholarship

2004

James A. Gray High School Alumni Scholarship 2002

Claude B. Hart Memorial Scholarship 2004

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

Fred and Mozelle L. Hinshaw Scholarship Fund 1995

Walter R. Hoag Scholarship Fund 1990

Fred Colby Hobson Scholarship Fund 1994

Jack and Barbara Holt Memorial Scholarship Fund 2000

Brevard R. Hoover, Jr. Leadership Award 2007

I. W. Hughes Scholarship Fund 2008

Elizabeth Loving James Memorial Scholarship 2007

John Russell Jarman Scholarship Fund 1996

Flora Royall Johnson Scholarship Fund 1996

Stella B. Johnson Scholarship Fund 1987

Kapp Weaver Scholarship Fund Greensboro College 1997

Kapp Weaver Scholarship Fund R.J. Reynolds High School

1997

J. Lee Keiger, Jr. Family Fund 1999

Douglas Gray Kimel Scholarship Fund 2007

Law Enforcement Benefit Fund 1993

Law Enforcement Family Scholarship Fund 1994

Leinbach Chain Breaker Scholarship Fund 1992

William H. Lester Packaging and Graphics Scholarship Fund

1990


Johnny Lineberry Memorial Scholarship Fund 2008

L. D. and Elsie Long Student Scholarship Fund 1980

Love’s United Methodist Church Scholarship for Christian Education

2008

Love's United Methodist Church Scholarship Fund 2008

Edwin E. and Grace Kimrey Maddrey Scholarship Fund 2003

Mary Speer Martin Scholarship Trust 1997

Millennium Charter Academy College Scholarship 2007

Julia Yokeley Miller Memorial Scholarship Fund 1983

N. W. Mitchell/Piedmont Federal Endowed Scholarship Fund

2003

Gray W. Mock Family Scholarship 2005

Chester Arzell and Helen Miller Montgomery Scholarship Fund

2007

Paul Holcomb Murphy Memorial Fund 1983

Murray Supply Company Scholarship 2006

NC USSSA Scholarship 2007

Emma Kapp Ogburn Memorial Fund 1946

Orthopaedic Specialists of the Carolinas Nursing Scholarship

2002

Jeannette Anderson Parker Memorial Scholarship Fund 2008

Alice Conger Patterson Scholarship 2007

William H. and Lena M. Petree Trust 1996

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

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

2004

Philo ABC Memorial Scholarship Fund 2001

Pfafftown Jaycees/Lynn Canada Memorial Scholarship Fund

2005

Student Aid Funds continued on next page

ENDOWED FUNDS

FUND year establisheD

Dean Prim Scholarship Fund 1989

Robert G. Prongay Memorial Scholarship 2001

Patty Brendle Redway Fund 1996

Reynolda Rotary Memorial/Clarence "Big House" Gaines Scholarship Fund

2005

Kate B. Reynolds Scholarship Fund 1979

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

1998

John S. and Jacqueline P. Rider Scholarship 2004

Evelyn Ripple Winston-Salem Beta Sigma Phi Scholarship Fund

1996

Dr. Eugene Rossitch, Jr. Memorial Scholarship Fund 1998

Samuel K. Rowland Trust 1928

Ray and Pearl Sams Scholarship Fund 1999

Samuel Griffin Seawell and Patsy Moore Seawell Memorial Fund

2008

Roy Eugene and Collie Byrd Sebastian Memorial Scholarship Fund

1997

Sharpe Student Loan Fund 1981

Bruce Shelton Scholarship Fund 1991

Thomas E. Shown, MD Scholarship Fund 2006

Paul and Evelyn Snow Scholarship Fund 1998

Ann Lewallen Spencer Scholarship Fund 1995

Stultz Scholarship Fund 1982

Summit School Opportunity Fund 2006

Virginia Elizabeth and Alma Vane Taylor Nursing Scholarship Fund

1966

Jeff Turner-Forsyth Audubon Scholarship Fund 2005

Nell and Spencer Waggoner Scholarship Fund 2005

Art and Dannie Weber Scholarship 2007

Art and Dannie Weber Fund for Forsyth Technical Community College

2007

Erma Drum Webster Fund 1996

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

2001

A.T. Williams Oil Company Scholarship Fund 1998

A. Tab Williams, Jr. Scholarship Fund 2003

Elizabeth T. Williams Memorial Scholarship 1999

Edwin H. and Louise N. Williamson Endowed Scholarship

2007

The Winston-Salem Foundation Student Loan Fund 1947

Winston-Salem Hospitals Consortium Nursing Student Loan Fund

1981

Erica Wolfe Memorial Scholarship Fund 1998

Yadkin County Association of Educators (YCAE) Scholarship Fund

1985

Blanche Raper Zimmerman Scholarship Fund 1986

Marcus Raper Zimmerman Scholarship Fund 1983

Student Aid Funds – continued from previous page

the winston-salem foundation Scholarship and Education

Grant, established in 2008, provides scholarships and grants to

outstanding Forsyth County students as they pursue post-secondary

education. Recipients must demonstrate exceptional leadership, school

service and community involvement.

The Foundation greatly appreciates the previously-established student

aid funds listed below that were combined to provide the initial funding

for The Winston-Salem Foundation Scholarship and Education Grant.

We are also grateful for individual donors to the fund (through 2009)

who are acknowledged below. Additional contributions from the public are

welcomed as we seek to make our community stronger through the higher

education of our youth.

CompoNeNt FUND year establisheD

Guy J. Bridges, Jr. Educational Fund 2006

Leo Caldwell Memorial Student Loan Fund 1923

Stanley Michael Elrod Scholarship Fund 2004

Emergency Loan Fund 1937

John L. Gilmer Student Loan Fund 1947

John Gold Memorial Fund 1976

Anna Hodgins Hanes Student Loan Fund 1926

Stanley D. Hartgrove Memorial Scholarship Fund 1997

Keith Jackson Memorial Fund 1976

Lasater Student Loan Fund 1927

Norfleet Memorial Fund 1976

Lucy Simmons Puryear Memorial Scholarship Fund 1994

W. N. Reynolds Student Loan Fund 1931

M. D. Stockton Education Fund 1927

N. D. Sullivan Charitable Trust 1971

George B. Whitaker Memorial Student Loan Fund 1927

The Winston-Salem Foundation Scholarship and Education Grant

DoNors

Anonymous

Mr. and Mrs. James W. Armentrout

Charles R. Hemrick/Norma Charles-Sink through the Sam N. Carter and Pauline H. Carter Fund

Mr. Ian Prior – Spector Limited

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t f u n d s a n d d o n o r s [ 4 2 – 4 3 ]

Advised Funds

Tom and Jean Adams Fund

David and Liz Albertson Fund

Hannah Albertson Fund

Martha Albertson Fund

Betty and Eben Alexander Advised Fund

Elms and Harriet Allen Advised Fund

Gayle Anderson/Carey Hedgpeth Fund

Dr. Stephen G. and Cynthia Anderson Advised Fund

Mr. and Mrs. James N. Andrews Fund

Anonymous (5)

ARC Fund

Marie and Guy Arcuri Family Fund

Douglas D. Arnold and Lynn E. Calhoun Advised Fund

Dan and Margaret Austell Fund

Dr. Khosrow Bahrani Advised Fund

Charles S. and Beth D. Baldwin Advised Fund

Pam and Bill Ball Advised Fund

R. Barrett Family Fund

Marshall B and Celestine P. Bass Non Endowed Advised Fund

Michael and Julie Baughan Fund

Bill and Louise Bazemore Fund

Edward S. and Barbara T. Beason Advised Fund

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

Mr. and Mrs. Graham F. Bennett Advised Fund

Bentley Fund

Deborah L. Best Advised Fund

Mr. and Mrs. H. Lee Bettis Advised Fund

David and Susanne Blanco Advised Fund

Frank L. Blum Fund

June and Jack Blunk Fund

Paul Breitbach Fund

Brendle Advised Fund

Felice and Richard A. Brenner Fund

Mike and Wendy Brenner Charitable Fund

James T. and Betty S. Brewer Fund

Bridgeford Charity Fund

Michael Britt Family Fund

Dr. Richard A. Brodkin Advised Fund

Brookfield Fund

Grace and Jimmy Broughton Fund

Henrietta Dibrell Brown Advised Fund

Kenton and Amy Brown Fund

Kirby C. Brown Fund

Patty and Malcolm Brown Fund

Rodney C. and Martha R. Brown Fund

Canary Fund

Angela and William Carr Advised Fund

Anne S. Carr Advised Fund

Thomas A. and Kay B. Carter Advised Fund

David and Deborah Cassels Fund

Mr. and Mrs. Thomas H. Caudle Advised Fund

Cavanaugh Fund

Steve and Tonya Cavanaugh Hope Fund

Hobart and Adelaide W. Cawood Fund

John and Victoria Ceneviva Fund

Chuck and Bobbie Chambers Advised Fund

Dudley C. and Winborne S. Chandler Fund

Barbara F. Chatham Advised Fund

Jerry and Brenda Cheek Charitable Fund

Children's Enrichment Fund

Christopher Fund

Nick and Jennifer Chrysson Advised Fund

Jeff T. and René F. Clark Advised Fund

Gwenn S. and Michael L. Clements Advised Fund

D. Elwood and Helen H. Clinard Fund

Kirtan Coan and Al Greene Advised Fund

Sophia Cody Advised Fund

Gary W. and Virginia F. Cole Advised Fund

David Collins Fund

Barry and Dottie Cook Fund

Ray and Jackie Cope Fund

Harry Corpening Fund

James and Barbara Corrigan Advised Fund

Dr. and Mrs. Robert J. Cowan Advised Fund

Nancy and Scott Cramer Advised Fund

Craven Family Fund

Jane and Penn Craver Advised Fund

Mrs. Elizabeth W. Crockett Advised Fund

O.K. Crouch Family Fund

Rick and Sara Crowder Charitable Fund

Grace L. Cullinan Advised Fund

Julia C. Cullinan Advised Fund

Walker M. Cullinan Advised Fund

S. G. Dale Fund

Bill and Betty Gray Davis Advised Fund

Mr. and Mrs. John W. Davis Advised Fund

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

Dr. James Day Advised Fund

Deaton Family Advised Fund

Louis Nelson Dibrell III Family Fund

Patricia Ann Rudolph Dixson Advised Fund

Kay and Dan Donahue Fund

Mr. and Mrs. James W. Douglas Advised Fund

Thomas S. Douglas, III Advised Fund

Ashley H. and Graham P. Dozier Advised Fund

Dale E. and Luci H. Driscoll Advised Fund

Noel Lee Dunn Advised Fund

Eagan Brothers LLC Fund

Robert and Amy Egleston Advised Fund

Eisenberg Family Advised Fund

Aurelia Gray Eller Fund

Jerry and Janet Enos Fund

Gerald and Ann Esch Donor Advised Fund

Lisbeth C. Evans and Mr. James T. Lambie Advised Fund

Falken Family Fund

NON-ENDOWED ADVISED FUNDS allow donors to make grant recommendations from the principal of their fund. Because of the simplicity and

efficiency of these funds, many donors use them for annual charitable giving purposes.

Jane P. Masich Advised Fund

Walter McDowell Advisory Fund

Mist Island Foundation Fund

Dan and Bonnie Murphy Charity Fund

Keith and Lisa Norman Family Advised Fund

Novant Community Benefit Funds

Peter Perret Fund for Young Musicians

Steve and Nancy Rowell Charitable Fund

Thomas Teague Fund

Susan B. Wall Advised Fund

Mr. and Mrs. Scott K. Young Charitable Fund

new funds in 2009

Anonymous

Stewart and Tracey Beason Charitable Fund

Robert F. Coil Advised Fund

Nella P. Fulton Advised Fund

Paul Fulton Non Endowed Advised Fund

Frank and Margaret Hunter Fund

Non Endowed Advised Funds continued on next page

NON-ENDOWED FUNDS

Donna and Michael Fina Advised Fund

Gary G. and Diana B. Fleming Fund

Representative Dale and Synthia Folwell Family Fund

T. Vernon and Jennifer K. Foster Fund

Alice Foster Ficken Fund

Cecil and Henrietta Foushee Advised Fund

Sheila F. and John C. Fox Fund

Alice Dibrell Freeman Family Fund

Mr. and Mrs. Alex H. Galloway Advised Fund

Camille and Jim Galloway, Jr. Advised Fund

Dr. Kenneth R. Gallup, Jr. Advised Fund

Caroline Gamble Charitable Fund

Harold and Patricia Garner Donor Advised Fund

John and Linda Garrou Advised Fund

Gfeller Family Fund

Matthew Alan Gfeller Memorial Fund

Jim and Mary Alice Gibbs Advised Fund

John Munro and Flavel McMichael Godfrey Advised Fund

Ted and Julia Ann Goins Advised Fund

Tony and Vi Golding Fund

Goodrum Family Advised Fund

Alice Jane Goodson Fund

Alice and W. A. Goodson, Jr. Advised Fund

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

Thomas O. and Leesa L. Goodson Advised Fund

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

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

Kathryn Hanes Graves Advised Fund

C. Boyden Gray Advised Fund

Hunter Gray Advised Fund

Alfa and Gerry Gunzenhauser Non Endowed Advised Fund

Carlota G. Haberkern Fund

Hall Family Fund

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

Hands and Feet Fund

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

Helen C. Hanes Fund

Jim Hanes Fund

Marcus Hanes Fund

Robin M. Hanes Fund

Kathy and Jim Hardison Advised Fund

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

John and Anne Harrison Advised Fund

Hash Advised Fund

Linda Adair Hatcher Memorial Fund for Eating Disorders

Charles H. and Susan Hauser Advised Fund

Don and Bé Haver Advised Fund

Dick and Karen Hedrick Advised Fund

Dr. Eugene Heise Advised Fund

Edna and Jeff Helms Fund

Jay and Jane Helvey Advised Fund

Page Daniel Hill Fund

Doris and William Hohman Non Endowed Advised Fund

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

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

Homebuilders Association of Winston Salem Charitable Fund

Bob and Gwynn Hooks Fund

Horton Family Fund

Hamilton C. Horton, Jr. Family Advised Fund

Wava Howard Runnymede Beautification Fund

Eric N. Hoyle Advised Fund

Robert C. and Catherine C. Huber Advised Fund

Tom and Lucia Hughes Family Fund

Ann and Dudley Humphrey Advised Fund

John W. Hunt Advised Fund

Hunter Family Fund

Mr. and Mrs. David A. Irvin Advised Fund

Jim and Dianne Iseman Charitable Fund

Susan M. Ivey Advised Fund

Francis and Adele James Advised Fund

Jarrahi Family Advised Fund

JG Advised Fund

Elizabeth G. and Stephen A. Johnson Charitable Fund

Ann and Halbert Jones Charitable Fund

JSCG Donor Advised Fund

Pam and Fred Kahl Advised Fund

David and Rachel Katzer Charitable Gift Fund

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

Sherry A. Kellett Fund

Stanhope A. and Elizabeth Kelly Advised Fund

Charlie L. Kennedy, MD Donor Advised Fund

Robert M. and Mary R. Kerr Advised Fund

Nancy T. and Richard J. Keshian Fund

Cornelius Vanstory King Advised Fund

Robert W. and Candy E. Kiser Charitable Fund

Edith and Bill Knott Fund

D. Joyce Kohfeldt Fund

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

Pete Kulynych Advised Fund

Gilmour and Nancy Lake Advised Fund

Lambeth Family Fund

Susan and George Lautemann Advised Fund

Annette M. Leight Advised Fund

Margaret G. Leight Advised Fund

Mary A. Leight Advised Fund

Kathy and Mike Lewis Fund

Lillie's Friends Foundation Fund

Dr. A. Stanley and Mary Margaret Link Fund

George and Susan Little Advised Fund

Margaret Rose Long Non Endowed Fund

Marieanne and Jerry Long Advised Fund

Matt and Emmie Long Fund

Frank and Kay Lord Advised Fund

David and Libby Lubin Fund

Gail Lybrook Advised Fund

Dr. Mark P. Maier Advised Fund

Richard A. and Carrie Wall Malloy Advised Fund

Deborah S. Marshall Non Endowed Advised Fund

Mr. and Mrs. James E. Martin Advised Fund

Janet and O. C. Martin III Fund

Dr. Richard Marx Advised Fund

Doug and Mary Anne Maynard Fund

Drane and Bill McCall Advised Fund

Thomas P. and Anne B. McDowell Fund

Sarah Murphy McFarland Advised Fund

Cathleen and Ray McKinney Fund

John and Grace McKinnon Advised Fund

J.P. McMichael, Jr. Advised Fund

J. Frank and Laura Turnage McNair Advised Fund

Mrs. C.C. McNeely Advised Fund

Thomas C. McNeil and Sandra B. McNeil Advised Fund

Judson J. and Alice C. Milam Fund

Charles W. Miller Fund

Susan Dibrell Miller Family Fund

Richard and Laura Montgomery Advised Fund

Elsie L. Morris Advised Fund

J. Frank and Lynda K. Morris Advised Fund

Mr. and Mrs. Edward T. Mulvey, Jr. Advised Fund

R. Frank and Mary Jo Murphy Advised Fund

Murray Supply Company Advised Fund

Walter V. and Martha W. Murray Advised Fund

Robert F. and Bonnie L. Naas Advised Fund

Mr. and Mrs. Lucian H. Neal Advised Fund

J. & J. Neely Advised Fund

David and Scottie Neill Advised Fund

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

William Robert and Elizabeth H. Newell Advised Fund

Fred and Lillian Nordenholz Fund

Robert S. and Marianne D. Northington Advised Fund

Anita and Tom Ogburn, Jr. Fund

Laney and Merritt Orr Fund

Judith R. and Samuel H. Owen Fund

Ben C. and Mildred W. Paden Advised Fund

Mr. and Mrs. Craven Page Advised Fund

Mary Beth and Bob Parker Fund

Margaret Weatherspoon Parker Fund

Brookes H. Parrish Fund

Joe and Britt Parrish Fund

The Pathways Fund

John and Dominique Patrick Fund

Non Endowed Advised Funds continued from previous page

Non Endowed Advised Funds continued on next page


Lucie and Chuck Patton Fund

Carol and Raymond Pearson Charitable Fund

Brenda B. Penney Advised Fund

Clifford and Elizabeth Perry Advised Fund

Ford and Jeanene Perry Advised Fund

Pauline Davis Perry Advised Fund

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

Pfefferkorn Company Advised Fund

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

Mr. and Mrs. Stephen F. Phelps Advised Fund

Pine Hall Brick Co. Fund

David and Ingrid Pisetsky Advised Fund

William Pitser Advised Fund

Margaret Scales and Graydon Pleasants Advised Fund

Nancy and Ed Pleasants Advised Fund

Ruth M. and Clifton E. Pleasants Fund

Dr. Harold C. Pollard, III Fund

Dr. and Mrs. Eddie Pollock Advised Fund

Robert S. and Wanda E. Pool Fund

T.J. and Nancy Pulliam Advised Fund

Mrs. Elizabeth L. Quick Advised Fund

George and Susan Ragland Fund

Rainey Charitable Fund

Ramona Fund

David B. Rea Non Endowed Advised Fund

Donald J. and Deborah R. Reaves Family Fund

Reaves Family Charitable Trust

Burton and Frances Reifler Fund

Dick and Sandy Respess Fund

Reynolda Rotary Benevolence Fund

Dr. Vade Rhoades Fund

Lori and Pat Riazzi Fund

Richard T. Rice Advised Fund

Rickelton Fund

Jacqueline P. Rider Advised Fund

John and Lynn Roach Advised Fund

Pauline and Norwood Robinson Fund

David F. and Martha Wilson Rowe Advised Fund

Michael and Deborah Rubin Advised Fund

Curtis Flynt Rudolph Advised Fund

Mr. and Mrs. V. Carver Rudolph Fund

Sanford Harrison Rudolph Advised Fund

James M. and Lorre C. Ruffin Fund

Sarah Shore Ruffin and Dalton D. Ruffin Advised Fund

Jill Runnion Fund

Dr. Wilson and Marcia Russell Fund

SGK Fund

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

William Madison and Phoebe Barnhardt Satterwhite Fund

M. Garnett and Georgia G. Saunders Fund

Robert D. and Pamela B. Saunders Fund

Thomas D. and Katherine E.M. Schroeder Fund

The Servanthood Fund

Beverly Britton Rudolph Shaw Advised Fund

Bill and Shirley Shaw Fund

A. Lincoln and Nancy D. Sherk Fund

Adrian and Bob Shore Advised Fund

Dr. Thomas E. Shown Advised Fund

Joe B. and Virginia L. Simpson Advised Fund

Martha and Tom Simpson Advised Fund

Catharine N. and Kenneth N. Sisk Fund

Debra Runnion Sizemore Fund

Mike and Beth Skorich Advised Fund

Kenny and Amy Smith Fund

Brant and Kay Snavely Fund

Snyder Family Fund

John and Nancy Southard Advised Fund

Spaugh Family Fund

Mary Jo W. and R. Arthur Spaugh Fund

Ann Lewallen Spencer Fund

Nancy Spencer Advised Fund

Michael W. Sperry Advised Fund

Bobby and Jan Sprinkle Family Trust

W. Fletcher and Anna B. Steele Family Fund

Stratford Rotary Benevolence Fund

Kathryn Kendrick Streng Advised Fund

Richard and Nancy Sullivan Fund

John J. and Betty Pratt Sutton Advised Fund

Nancy King Tanner Advised Fund

Targacept TargaCare Fund

John A. Taylor Advised Fund

Marguerite B. Taylor Advised Fund

Ron and Merle Tedder Charitable Fund

Louise Dibrell Theberge Family Fund

John B.R. Thomas Donor Advised Fund

F. Nelson Tomlinson Advised Fund

Dr. and Mrs. James F. Toole Advised Fund

Triad Academy Scholarship Fund

Triantos Fund

Donald K. and Beverly L. Truslow Advised Fund

Mary Kay Tucker Advised Fund

Eleanor James Vance Advised Fund

Stuart F. and Frances McD. Vaughn Advised Fund

Peter and Carol Vrooman Advised Fund

Bruce D. Walley, M.D. Fund

Hans W. and Elizabeth K. Wanders Advised Fund

Jack and Jean Ward Advised Fund

William G. Ward MD Family Advised Fund

Leslie R. and Robert E. Warhover Advised Fund

Bill and Judy Watson Fund

Cornelia K. Weigl and Lachlan MacLachlan Advised Fund

Henry and Martha Wellman Advised Fund

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

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

Togo D. West, Jr. Advised Fund

Harden and Janet Wheeler Fund

Ms. Elizabeth N. Whitaker, II Advised Fund

Louisa Whitaker Advised Fund

William A. Whitaker Advised Fund

Nancy and Monty White Advised Fund

Scott and Lauren Wierman Advised Fund

Paul and Jan Wiles Charitable Gift Fund

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

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

John G. and Patricia G. Williard Advised Fund

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

Mr. and Mrs. H. Norton Willis Fund

Robert M. Willis Fund

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

Mrs. Nancy H. Wilson Advised Fund

W.T. Wilson Advised Fund

M. Powell and Gertrude S. Winstead Advised Fund

Winters Advised Fund

Winston Salem Rotary Benevolent Fund

Winston Salem Twin City Host Lions Club Advised Fund

Calder and Martha Womble Advised Fund

Erna and Bill Womble Advised Fund

Ralph H. Womble Advised Fund

William F. Womble Advised Fund

James and Johanna Yopp Fund

Lynn and Jeff Young Fund

Stephen and Bonnie Zades Advised Fund

Mr. and Mrs. Nick G. Zegrea Advised Fund

Non Endowed Advised Funds continued from previous page

[ 4 6 – 4 7 ] F U N D S A N D D O N O R S t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

NON-ENDOWED FUNDS

tollie Barber Memorial fund

clifton e. and ruth Brewer Beck Memorial fund

Black Philanthropy fund

Jackie Brooks Memorial fund

Buena Vista Median restoration Project

cdi symposium fund

children of Vietnam fund

andrew Blake clark Memorial scholarship

clemmons dog Park fund

craven Habitat fund for deaf adults

ecHo network fund

flow automotive companies scholarship fund

fondue fund

for Katie's sake fund

forsyth common Vision council fund

forsyth fund for teaching excellence

denise franklin Journalism scholarship

friends of the Hollywood cemetery fund

Give the Kids a reason fund

alice o'Kelley Goodson Memorial fund

Josh Gray Memorial scholarship fund

Haws/Happy Hill fund

Peter Hinkle Memorial fund

Vanessa c. anthony Hope Memorial fund

Hospital Hospitality House of winston salem

ican House fund

ned c. "Jeep" ingram, Jr. fund for ciener Botanical Garden

Jane's Gift of Hope fund

rachael tolson law Memorial scholarship fund

lions Booster club fund

douglas n. Marlette Memorial scholarship fund

r. B. Matthews student assistant fund

Medical Mission initiative

ricky douglas Mitchell scholarship fund

new winston Museum fund

ncaPa Project fund

nc canso development fund

Jackson Potter Paul arts fund

Peace Haven Baptist church fund

roaring Gap fund

roaring Gap scholarship fund

salem college student Philanthropists fund

salem lodge #139 / robert a. Miller Memorial fund

carl r. sapp field enhancement fund

Harry scofield fund

Jonathan laron skinner Memorial scholarship fund

stokes county trust fund

antony swider art education scholarship

take the lead north carolina fund

twin city Youth Baseball association fund

Vigils for Healing fund

Maytrice walton scholarship trust fund

Michael and Buffy waltrip charitable fund

welch advised fund

elaine white Memorial fund

a. tab williams, Jr. fund for forsyth country day school

a. tab williams, Jr. fund for rose Hill free will Baptist church

a. tab williams, Jr. fund for senior services

winston salem community development collaborative

winston salem community development fund

winston salem/forsyth county sports Medicine fund

winston salem children & Youth fund

winston salem sidewinders fund

with Help from friends

women's fund of winston salem

Youth activities fund

ZaP fund

TeMPORARy ANd sPecIAl fuNds give the Foundation the ability to hold funds for a limited time for organizations and individuals for charitable projects.

temporary and special funds

Charitable Trusts

Abner Alexander Irrevocable Living Annuity Trust

Elms and Harriet Allen Unitrust

Stephen G. Anderson Irrevocable Living Unitrust

Anonymous (2)

James L. Barnhardt Charitable Remainder Unitrust

Edward S. and Barbara T. Beason Unitrust

Edna Newsome Blanton 2006 Charitable Remainder Annuity Trust

Edna Newsome Blanton 2007 Charitable Remainder Annuity Trust

George and Edna Blanton Charitable Annuity Trust

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

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

Ann Blanton Breese 2007 Charitable Remainder Unitrust

Harry O. Corpening Charitable Remainder Unitrust

Athalene Couch 2007 Charitable Remainder Annuity Trust

Athalene Couch 2007 Charitable Remainder Unitrust

Joyce H. and James P. Dickerson Charitable Remainder Trust

Frank E. and Mary B. Driscoll Charitable Remainder Trust

Elizabeth T. Edmondson Irrevocable Living Annuity Trust

Rita D. Fitzgerald Charitable Remainder Annuity Trust

Donald F. Folger and Lucy E. Folger Charitable Remainder Trust

Thad W. Garner, Mildred B. Garner and Kathryn W. Garner Irrevocable Living Unitrust

J. Beeson Grubbs Irrevocable Living Annuity Trust

Nancy and Paul Gwyn 2005 Irrevocable Living Unitrust

Lawrence R. Hine Irrevocable Trust

Edmund B. Hopkins Irrevocable Living Unitrust

Lucy Kaplan Irrevocable Living Unitrust

William A. and Edith T. Knott Irrevocable Living Unitrust

William G. Koronis and Ava O. Koronis Irrevocable Living Unitrust

Mary Annette Leight 2002 Charitable Unitrust

Douglas Lewis Family Charitable Remainder Unitrust

Curtis and Sara Long Charitable Remainder Unitrust

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

William and Drane Vaughn McCall Irrevocable Living Unitrust

Nancy Davis McGlothlin Charitable Remainder Unitrust

John B. and Grace D. McKinnon Irrevocable Living Unitrust

Bonnie B. and James C. Messick Charitable Remainder Annuity Trust

Margaret W. Parker Charitable Lead Unitrust

C. Edward Pleasants Charitable Remainder Unitrust

Nancy T. Pleasants Charitable Remainder Unitrust

Ruth M. Pleasants Irrevocable Living Unitrust

James A. Roddick, Jr. 2008 Charitable Remainder Annuity Trust

F. Conard and Jean Snyder Charitable Lead Annuity Trust

Nancy H. Southard Irrevocable Living Unitrust

Nancy S. Spencer Charitable Remainder Unitrust

Edward E. and Jean Jennings Stivers Charitable Annuity Trust

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

David H. Tate Irrevocable Living Unitrust

Jesse C. Temple 2007 Charitable Remainder Annuity Trust

L. Frances S. Temple and Jesse C. Temple Charitable Remainder Unitrust

L. Frances S. Temple Charitable Remainder Unitrust

M. Louise Thomas Charitable Remainder Unitrust

Louvenia Cox Tucker 2006 Charitable Remainder Annuity Trust

Hans W. Wanders Irrevocable Living Unitrust

Arthur G. and Susanne S. Weber Charitable Remainder Unitrust

A. Tab Williams, Jr. Charitable Annuity Lead Trust

Willingham Irrevocable Living Annuity Trust

Mathilda G. Wolfe Testamentary Charitable Remainder Unitrust

Jane Gilbert Womble Irrevocable Living Unitrust

W.F. Womble Irrevocable Living Unitrust

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

Roma Lee Woosley 2005 Charitable Remainder Annuity Trust

THE FOUNDATION SERVES AS TRUSTEE of charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) for donors. CLTs allow donors to

direct income from the trust to the Foundation and/or other charities for a designated period of years. At the end of that period, the principal can be

redirected according to the terms of the original trust documents. CRTs provide life income to designated individuals with the remainder interest of the

trust ultimately going to charity.

FUNDS AND DONORS

Book of Memory

Elaine Abramson

Lin Adams

Annie S. Alexander

Vanessa C. Anthony

Edward Callaway “Ned” Austell

John Lloyd “J.L.” Axsom, Jr.

Louise Bennett Bahnson

Ruth Miller Becher

Everette William Beckner

Irmhild Berndt

Helen Hughes Blum

Betty R. Boney

Henry M. Booke, Jr.

Jean Hartman Browning

David Eugene Butner

Amy Rose Delp Byrd

Patricia Jones Cain

Eva Calloway

Thomas Hilary Chambers

Paul E. Cheek, Jr.

Errol Milner Clifford

THE BOOK OF MEMORY was established by The Winston-Salem Foundation in 1946 as a means of preserving the names of people in whose memory gifts

to the Foundation are made. The specially commissioned, leather-bound book is displayed in the Foundation’s reception area and contains more than 8,600

names. The Foundation provides an acknowledgment to the appropriate person(s) to let them know that a memorial gift has been made and that the name

of the deceased has been inscribed in the Book of Memory.

George William Colvin, Jr.

John M. Cox, Jr.

Johnsie C. Cunningham

Courtland Harwell Davis, III

James Davis

Ann Donnelly

Richard Joseph Dorgan

Mary Elmore Finley

Kaitlin “Katie” Fitzgerald

Dorothy Florence

Cecil Shelton Foushee

William Ragsdale “Will” Froelich

Ralph Edward Garner

Katherine Ives Gheesling

Larry Gillenwater

Alice O’Kelley Goodson

Howard Gray

Joseph Turner Greene, Jr.

George Griswold, VIII

Richard Edward Guthrie, Jr.

Robert Harper

Barbara Barnes Hauptfuhrer

Richard Steven “Rick” Hemrick

Peggy Blum Hill

Dan McLaughlin Hobson

William Frederick Hohman

James T. Holt, Sr.

William R. “Bill” Howard

Catherine Clark Montague Huber

June Porter Johnson

Kenneth A. Johnson

Kenneth B. Keels

Jane Keith

Linda Louise Binkley Ketner

Gretchen Simons Klaff

Edwin M. Leight, Jr.

Anne Kimbrough Ligon

Raymond Lockwood

Regina Irene Derwin Lofland

Anthony M. “Tony” Masich, Jr.

Drane Vaughn McCall

Dr. Quincy A. McNeil, Jr.

Ann Bowles Miller

Frederick Thomas Minnis

Lou McMichael Miracle

Clayton Moore, Jr.

Rebecca Jane Wolfe Myers

Geraldine Alspaugh Nifong

Richard Dewitt “Dick” Ogburn

Shirley Denny Olive

Ora Elizabeth Stone Owen

Kathryn Sue Wilson Peatross

Clyde M. Powers

Wanda Atkins Ransom

William Neal Reynolds, II

Ann Crews Ring

Allan L. Rohrbaugh

Dr. Clemens Harold Sandresky

Kenneth Joseph Scales

David Glen Shepherd

Jonathan LaRon Skinner

Dr. Marcus Frank “Buddy” Sohmer, Jr.

John Peter Strug, Jr.

THE FOllOwing naMEs wERE EnTEREd inTO THE BOOK OF MEMORY in 2009:

Frances Smeyers Thomas

Jack E. Thornton, Sr.

Bynum Ellsworth Tudor, Jr.

Richard H. Tyndall

Earl Craig Wade, Jr.

Ann Conrad Rainey “Connie” Weidman

Mary Anne Whicker

Catherine Caldwell Whitney

Paul Dean Williams

Preston Allen Williams

Nancy Pixley Wilson

Robert Louis Wolfe

Stephen Hugh Wolfe

Kelly Jo Petersen Womble

Pamela H. Gagner Wyatt

Helen Kent Yates

Dorothy Jane Plumer “Billie” Yeager

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t F u n d s a n d d O n O R s [ 4 8 – 4 9 ]

The Legacy Society

Anonymous (14)

Ms. Katherine Acton and Mr. Gerald Smith

Mr. and Mrs. Ray Mitchell Agnew, Jr.

Mrs. Sylvia F. Alderson

Judge and Mrs. Abner Alexander

Dr. Donna D. Alexander

Dr. and Mrs. Elms L. Allen

Dr. and Mrs. Harvey H. Allen, Jr.

Mr. and Mrs. Magnus Andersen

Ms. Gayle N. Anderson

Dr. and Mrs. Stephen G. Anderson

Mr. and Mrs. John Appel

Mr. W. A. Armfield, Jr.

Dr. and Mrs. Donald L. Armitage

Mrs. Teresa R. Ashburn

Drs. Anthony and Katherine Atala

Ms. Lisa L. Austin

Mr. and Mrs. Bruce M. Babcock

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

Mr. and Mrs. William P. Baldridge

David L. and Robin C. Barnes

Mr. and Mrs. Richard D. Barnes

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

Dr. and Mrs. Rolland Barrett

Mr. Marshall B Bass

Dr. and Mrs. Edward S. Beason

Mrs. Clifton E. Beck

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

Mrs. Marie Bellin

Mr. and Mrs. R. Gordon Bingham

David and Susanne Blanco

THE FOundaTiOn’s lEgaCY sOCiETY honors those generous individuals or couples who have established or added to permanent endowments totalling

$10,000 or more at the Foundation or those who have made provisions of $10,000 or more for the Foundation through deferred or planned gifts, such as

charitable bequests, charitable remainder or lead trusts, life insurance, real estate, or beneficiary designation.

The following individuals were members of the Legacy Society of The Winston-Salem Foundation as of December 31, 2009. If you have fulfilled the

Legacy Society criteria and you are not listed, please let us know. On behalf of future generations, we gratefully thank these donors for their plans to contribute

to such an enduring legacy for our community.

Mrs. George Blanton

Dr. and Mrs. F. A. Blount

Mr. and Mrs. J. Hal Bolin

Mr. and Mrs. Henry M. Booke

Mr. Sam L. Booke, Jr.

Claude and Judy Booker

Mr. and Mrs. Julian R. Bossong

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

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

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

Dr. Sherrill Braswell

Ms. Susan F. Braswell

Ms. Ann Blanton Breese

Mr. and Mrs. J. Paul Breitbach

Mr. and Mrs. Abe Brenner

Ann L. Brenner

Mr. and Mrs. Michael Brenner

Mr. and Mrs. Paul Briggs

Mrs. Lenora J. Brown

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

Mr. John D. Budd

Mr. and Mrs. Joseph R. Budd

Mr. and Mrs. Richard P. Budd

Mr. and Mrs. Charles Norman Bunce

Dr. Patricia P. Bundy

Dr. David H. Burr

Mr. and Mrs. John W. Burress, III

Mr. and Mrs. David B. Butler

Dr. and Mrs. W. Douglas Cardwell

Dr. and Mrs. Kenneth Carlson

Mrs. Anne Maddrey Carpenter

Mr. Coy C. Carpenter, Jr.

Mrs. William H. Carr

Ms. Genie Carr

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

Ms. Dorothy A. Caudill

Mr. and Mrs. C. Ray Caudle

Mr. M. Campbell Cawood

Ms. E. Jeanine Chadwell

Mr. and Mrs. Charles W. Chambers

Mr. and Mrs. Chris Chapman

Mrs. Norma Charles Sink

Mrs. Barbara F. Chatham

Mr. and Mrs. Gerald L. Chrisco

Mr. and Mrs. Robert C. Clark

Mr. and Mrs. George M. Cleland

Mr. and Mrs. Michael L. Clements

Mr. and Mrs. D. Elwood Clinard, Jr.

Mr. and Mrs. John Wayne Clodfelter

Mr. and Mrs. Gary W. Cole

Mr. Elmer Collins

Mr. George L. Cooper

Mr. Harry Corpening

Mr. and Mrs. David L. Cotterill

Ms. Athalene Couch

Mrs. Donna H. Craige

Scott and Nancy Cramer

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

Mr. Jason Davies and Mrs. Julia Frost Davies

Mr. G. Franklin Davis

John and Terrie Davis

Mr. and Mrs. Richard N. Davis

Mr. and Mrs. William A. Davis, II

Ms. Rebecca M. Deaton

Mr. and Mrs. Albert J. DeForest, III

Mr. and Mrs. Joseph R. Delia

Dr. and Mrs. John W. Denham

Ms. Jan M. Detter

Dr. and Ms. James P. Dickerson

Mr. and Mrs. James H. Diggs

Mr. and Mrs. Joe Dillon

Mrs. Elaine D. Dowdell

Mr. and Mrs. Bruce Downing

Mr. and Mrs. Graham P. Dozier, III

Ms. Grace Draman

Mr. and Mrs. Dale E. Driscoll

Mr. Frank E. Driscoll

Dr. and Mrs. Joseph B. Dudley

Ms. Nancy Dunn

Mr. Noel Lee Dunn

Ms. Mignon Durham

Mrs. Mary M. Eagan

Mr. and Mrs. Fred G. Eidson

Mr. and Mrs. James L. Einstein

Mr. and Mrs. Barry Eisenberg

Mrs. Robert A. Emken

Mr. and Mrs. Alexander C. Ewing

Dr. and Mrs. John C. Faris

Mrs. Rita D. Fitzgerald

Ms. Marlene P. Flinchum

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

Mr. and Mrs. Donald F. Folger

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

Mr. Woody Fox

Mr. David W. Fuller

lEgaCY sOCiETY MEMBERs

Mr. Paul Fulton, Jr.

Mrs. James A. Fyock

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

Mr. John K. Gallaher

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

Ms. Kathryn W. Garner

Mr. Harold R. Garrison

Brittney J. Gaspari

John and Jane Gehring

Mr. and Mrs. Thomas O. Goodson

Mr. William A. Goodson, Jr.

Mr. and Mrs. Bryce Gordon

James and Natasha Gore

Dr. and Mrs. Louis N. Gottlieb

Richard and Liana Gottlieb

Mr. Vergil H. Gough

Mr. and Mrs. Bernard Gray

Mrs. James A. Gray, Jr.

Mrs. J.T. Greene, Jr.

Mr. J. Beeson Grubbs

Dr. Caryl Guth

Dr. and Mrs. Paul P. Gwyn

Mrs. William N. Hailey

Mr. and Mrs. James A. Hancock, Jr.

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

Mr. and Mrs. Frank Borden Hanes, Sr.

Mr. and Mrs. R. Philip Hanes, Jr.

Ms. Susan F. Harris

Mr. and Mrs. John Harrison

Mr. and Mrs. Paul D. Harrison

Mrs. Claude B. Hart

Mr. and Mrs. Dennis G. Hatchell

Legacy Society Members continued on next page

Funds and dOnORs

Mr. and Mrs. Sam Hauser

Mr. and Mrs. Donald G. Haver

Mr. and Mrs. Fred W. Hege

Mr. Charles R. Hemrick

Mr. L. Stephen Hendrix

Mr. and Mrs. A. B. Henley, III

Nick Hennessee

Mr. and Mrs. Leonard Herring

Mr. and Mrs. Michael C. Hetrick

Mr. Hardin P. Higgins

Mrs. Harrell B. Hill

Mr. Lawrence R. Hine

Mrs. Alice Hinman

Doris Hohman

Mrs. Barbara Wall Holcomb

Mrs. William E. Hollan, Sr.

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

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

Mr. and Mrs. Robert A. Hoover

Drs. Judith and Marbry Hopkins

Mrs. Edmund B. Hopkins

Mr. and Mrs. Leonard Howard

Mr. and Mrs. Billy Hunt

Mrs. Jacqueline S. Hunt

Mr. John W. Hunt

Mr. and Mrs. David A. Irvin

Dr. and Mrs. Nathaniel Irvin, II

Ms. Susan M. Ivey

Dr. and Mrs. Francis M. James, III

Dr. Richard Janeway

Mr. and Mrs. Harry Jarman

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

Mrs. Florinda C. Johnson

Dr. and Mrs. Peter C. Johnson

Ms. Beverly Johnston

Mr. James W. Johnston

Mrs. Catherine M. Jones

Mr. and Mrs. Christopher Jones

Mr. and Mrs. Scott D. Jones

Mrs. R. William Joyce

Ms. Lucy Kaplan

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

Mrs. J. Lee Keiger, Jr.

Ms. Terri Kern

Ms. Susan Kerner Hoeg

Mr. and Mrs. Truman T. Kiger

Ms. Earline heath King

Mr. and Mrs. Jessie M. King

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

Mr. and Mrs. William A. Knott

Dr. and Mrs. L. Andrew Koman

Dr. and Mrs. Thomas J. Koontz

Bill and Ava Koronis

Mr. Petro Kulynych

Mr. James Lambie and Ms. Lisbeth Evans

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

Mrs. Annette M. Leight

The Honorable Molly Leight

Mr. and Mrs. A. Thad Lewallen, III

Mr. and Mrs. Douglas R. Lewis

Nancy C. Lide

Mr. and Mrs. Stanley Lineberry

Mr. Joseph P. Logan

Mr. and Mrs. Curtis E. Long

Mr. and Mrs. Frank K. Lord, III

Mrs. Elizabeth Lovett

Mrs. Carolin Lowy

Annette P. Lynch

Ms. Patti Ann Lynch

Mr. and Mrs. E. Erwin Maddrey, II

Mr. and Mrs. John Mann

Mr. and Mrs. James E. Martin

Dr. and Mrs. John A. Maselli

Mr. David P. Masich

Mrs. Anthony M. Masich, Jr.

Dr. and Mrs. K. Frank McCain

Dr. William McCall, Jr.

Dr. and Mrs. Bruce R. McCune

Mrs. Nancy Davis McGlothlin

Dr. Timothy McGowen

Dr. W. Frederick McGuirt

Ray and Cathleen McKinney

Mr. and Mrs. John B. McKinnon

Ms. Sally R. McLeod

Mr. and Mrs. J. Frank McNair, IV

Dr. and Mrs. William E. Means

Mr. and Mrs. John G. Medlin, Jr.

Mr. and Mrs. Danny J. Mendenhall

Mr. and Mrs. John Merritt

Mr. James C. Messick

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

Dr. and Mrs. Henry S. Miller, Jr.

Mrs. Barbara B. Millhouse

Mr. and Mrs. Neal Millsaps

Mr. Richard G. Mock

Ms. Ellen N. Monahan

Dr. and Mrs. John H. Monroe

Mr. and Mrs. C. Arzell Montgomery

Mr. and Mrs. Timothy R. Moore

Mr. and Mrs. Steven C. Morgan

Mr. and Mrs. Daniel N. Moury

Mr. and Mrs. Marty Myers

Mrs. Mildred Naugle

Mr. and Mrs. David B. Neal

Mr. David L. Neal

Mr. and Mrs. Lucian H. Neal

The Honorable Stephen L. Neal

Mr. and Mrs. T. David Neill

Mr. and Mrs. Fred W. Nordenholz

Dr. and Mrs. David Reese O'Brien, Jr.

Mrs. Algine Neely Ogburn

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

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

Mr. and Mrs. Craven B. Page

Mr. John V. Pappas

Mr. and Mrs. Dwight E. Pardue

Mrs. Harry O. Parker

Dr. and Mrs. Eugene H. Paschold

Dr. John Patrick and Dr. Dominique Patrick

Ms. Julie J. Pearce

Ms. Brenda B. Penney

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

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

Mrs. Clifford W. Perry

Mr. and Mrs. Tony Petree

Mr. and Mrs. L. Gordon Pfefferkorn, Jr.

Mr. and Mrs. C. Edward Pleasants, Jr.

Mr. Graydon Pleasants and Ms. Margaret Scales

Mrs. Clifton E. Pleasants

Dr. Michael J. Pollak

Mr. Richard E. Pope

Mr. and Mrs. Billy D. Prim

Mr. Grady R. Pulliam III

Mr. and Mrs. Cliff Purcell

Mr. and Mrs. Robert L. Quick

Mr. and Mrs. H. Chris Ramm

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

Mr. and Mrs. Harry Reavis

Mr. and Mrs. Patrick Riazzi

Dr. and Mrs. David G. Rice

Mr. and Mrs. Thomas B. Rice, III

Mrs. John S. Rider

Mr. Clay V. Ring, Jr.

James A. Roddick, Jr. and Dorothy Roddick

Mr. and Mrs. Eugene Rossitch

Dr. and Mrs. Michael H. Rubin

Mr. and Mrs. Tom Rucker

Mr. and Mrs. C. Guy Rudisill, III

Ms. Avon Ruffin

Mr. Dalton D. Ruffin

Mrs. H. J. Runnion, Jr.

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

Dr. and Mrs. Daniel G. Sayers

Mr. and Mrs. Andrew J. Schindler

Dr. and Mrs. Robert P. Schwartz

Mrs. Lyttleton B. Scott, Jr.

Mrs. Anthony W. Seamon

Mr. Rick Seamon

Ms. Rebecca Ann Sebastian

Mrs. Robert D. Shore, Jr.

Mrs. Rosemary V. Shortt

Dr. Thomas E. Shown

Mr. and Mrs. Paul Sinal

Mr. Willis Slane and Dr. Caroline Chiles

Mr. and Mrs. Archie Smith

Mr. and Mrs. Richard G. Smith, Jr.

Mr. F. Conard Snyder

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

Ms. Ann Lewallen Spencer

Mr. and Mrs. James Spencer

Mrs. William O. Spencer III

Mr. and Mrs. Scott F. Sternberg

Edward E. and Jean Jennings Stivers

Mr. and Mrs. Richard Stockton

Mr. and Mrs. Thomas J. Stopyra

Mr. and Mrs. Richard L. Sullivan

Mr. and Mrs. John J. Sutton, Jr.

Dr. and Mrs. Charles V. Taft

Dr. and Mrs. David H. Tate

Mr. and Mrs. John A. Taylor

Mrs. Margaret Taylor

Mr. Jesse C. Temple

Dr. and Mrs. John B. R. Thomas

Ms. M. Louise Thomas

Mr. and Mrs. Stephen A. Thornton

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

Dr. and Mrs. James F. Toole

Mrs. Louvenia Cox Tucker

Mrs. Bynum E. Tudor, Jr.

Mr. and Mrs. John L. Turner

Randall and Claire Tuttle

Mr. and Mrs. Harry B. Underwood, II

Ms. Margaret M. Urquhart

Mrs. Deborah H. Vaughan

Bob and Carolyn Vaughn

Tricia Vaughn

Dr. and Mrs. Ramon Velez

Forrest M. Vogler

Ms. Sheila H. Vogler

Mr. and Mrs. Michael B. Wall

Mr. and Mrs. Hans W. Wanders

Mr. and Mrs. John F. Ward

Mr. and Mrs. Joseph Washington

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

Mr. and Mrs. Arthur G. Weber

Dr. Glenda Weber and Mr. Wayne Weber

Mr. and Mrs. Scott F. Wierman

Mr. and Mrs. Paul M. Wiles

Mr. and Mrs. Joseph Wilhem

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

Mr. and Mrs. Arthur T. Williams, III

Ms. Cynthia A. Williams

Mr. and Mrs. Stephen T. Williams

Mr. and Mrs. Frank Willingham

Mr. and Mrs. John W. Willingham

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

Mr. R. M. Wilson

Ms. Betty S. Winslow

Mr. and Mrs. Steve Wohlford

Mr. and Mrs. Harry H. Wolfe

Dr. and Mrs. John R. Wolfe

Rochelle Wolfe

Mr. Ralph H. Womble

Mr. and Mrs. William F. Womble

Mr. and Mrs. H. C. Woodall, Jr.

Mrs. Roma Lee Woosley

Dr. and Mrs. Richard C. Worf

Mr. and Mrs. Hal G. Worley

Bryan and JoAnn Yates

Mr. and Mrs. Karl F. Yena

Dr. and Mrs. Douglas M. Young

Mr. and Mrs. Yasser Youssef

Legacy Society Members continued from previous page


THE FOllOwing TwO PagEs COnTain THE naMEs of those who made gifts to the Community Fund and Book of Memory in 2009. To review a list of

2009 donors to other named funds, please visit our Web site at www.wsfoundation.org. Both the Foundation and the community are grateful for all of these

gifts—from the smallest to the largest. Collectively these contributions reflect that the Foundation’s mission—to invest in our community by making

philanthropy and its benefits available to all—is alive and well.

dOnORs TO THE COMMuniTY Fund and BOOK OF MEMORY

Gifts to the Community Fund and Book of Memory allow the Foundation to address the community’s best funding opportunities and most urgent needs

through Community Grants. Contributions are listed alphabetically within the following designations: Visionaries, gifts of $5,000 or more; Benefactors, gifts

between $2,500 and $4,999; Advocates, gifts between $1,000 and $2,499; Supporters, gifts between $500 and $999; and Philanthropists, gifts up to $500.

2009 Donors

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

Mr. and Mrs. J. Scott Cramer

Mr. Charles R. Hemrick/Mrs. Norma Charles Sink

The Senah C. & C. A. Kent Foundation

Mrs. Calder W. Womble

Mr. Noel Lee Dunn

Mr. and Mrs. John A. Taylor

Mr. and Mrs. Paul M. Wiles

Dr. and Mrs. Elms L. Allen

Mr. and Mrs. Robert F. Armfield

Mrs. Amy P. Barnhardt

Mr. William G. Benton

Mr. and Mrs. Henry M. Booke

Mr. Sam L. Booke, Jr.

Mr. and Mrs. John W. Burress, III

Dr. and Mrs. Kenneth Carlson

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

Mr. and Mrs. Thomas R. Adams

Mr. and Mrs. Anthony Baker

Mr. and Mrs. Bert L. Bennett, Jr.

Mr. and Mrs. Graham F. Bennett

Mr. M. Campbell Cawood

Mr. and Mrs. Ronald J. Clein

Mr. and Mrs. Richard N. Davis

Mr. and Mrs. Thomas S. Douglas, III

VisiOnaRiEs ~ $5,000 OR MORE

adVOCaTEs ~ $1,000 - $2,499

suPPORTERs ~ $500 - $999

BEnEFaCTORs ~ $2,500 - $4,999

Mr. and Mrs. George M. Cleland

Mr. and Mrs. Dale E. Driscoll

Mr. Frank E. Driscoll

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

Glenn Family Foundation

Ms. Jane Goodson

Mr. and Mrs. Thomas O. Goodson

Ms. Judith B. Halverson

Mr. and Mrs. Charles H. Hauser

Mr. and Mrs. Richard D. Hensel

Mrs. Elaine D. Dowdell

Mr. and Mrs. Graham P. Dozier, III

Mr. and Mrs. James E. Gay, III

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

Mr. Tom Gibbs

Mr. and Mrs. William B. Gibson

Greater Winston Salem Chamber of Commerce

Mr. Kenneth A. Johnson

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

Mr. and Mrs. Stanhope A. Kelly

Mr. and Mrs. Gerald H. Long

Mr. and Mrs. Frank K. Lord, III

Grover C. and Jane C. McNair Charitable Foundation Trust

Mr. and Mrs. John G. Medlin, Jr.

Mercedes Benz of the Triad

Mr. and Mrs. Lucian H. Neal

Mr. and Mrs. James G. Hanes, III

Dr. and Mrs. Robert Holmes

Mr. and Mrs. G. Dudley Humphrey

Mr. John W. Hunt

Mr. and Mrs. George C. Lautemann

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

Ms. Deborah S. Marshall

Mrs. Anthony M. Masich, Jr.

Mr. John V. Pappas

Mr. and Mrs. L. Gordon Pfefferkorn, Jr.

Mr. and Mrs. Stephen F. Phelps

Piedmont Natural Gas Foundation

Mr. Graydon Pleasants and Ms. Margaret Scales

Mr. and Mrs. Andrew J. Schindler

Ms. Ann Lewallen Spencer

Ms. Nancy S. Spencer

Ms. Katherine W. Otterbourg

Dr. Melody C. Pierce

Mr. Clay V. Ring, Jr.

Mr. and Mrs. Ed Robins

Mr. and Mrs. Richard O. Rogers, III

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

Mr. W. David Shannon

Mr. Willis Slane and Dr. Caroline Chiles

The Strickland Family Foundation

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

Ms. Susan B. Wall

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

Mr. William T. Wilson, III

Mr. William F. Womble

Mr. and Mrs. William F. Womble, Jr.

Swann McBride Properties LLC

Tom Davis Fund

Mr. and Mrs. Hans W. Wanders

Mr. and Mrs. Arthur G. Weber

Mr. and Mrs. John W. Willingham

Mr. and Mrs. H. Vernon Winters

Funds and dOnORs

PHilanTHROPisTs ~ uP TO $500

Dr. Jon Abramson and Dr. Cynthia Lees

Mr. and Mrs. John Albertini

Anonymous

Mr. and Mrs. John Appel

Dr. and Mrs. Philip R. Aronson

Mr. and Mrs. Charles S. Baldwin, III

Bank of America Foundation

Mr. Carl A. Barkley, Jr.

Mr. and Mrs. H. Grady Barnhill, Jr.

Mr. Marshall B Bass

Mr. and Mrs. G. Thomas Battle

Mr. and Mrs. Kirk Beaudin

Mr. and Mrs. R. Gordon Bingham

Dr. and Mrs. F. A. Blount

Ms. Hedda Boker

Ms. Hermina Borgerink

Mr. and Mrs. Edwin E. Bouldin, Jr.

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

Mr. and Mrs. John B. Brady

Mrs. Betty Brantley

Mr. H. Michael Britt

Mr. and Mrs. Rodney C. Brown

Dr. and Mrs. Vardaman M. Buckalew, Jr.

Mrs. Martha H. Butner

Ms. Elizabeth Carlyle Byerly

Mrs. Mary Irving Campbell

Mr. Coy C. Carpenter, Jr.

Ms. Jo Ellen Carson

Mr. Terry Clark

Ms. Judy Dobbs Condlin

Mr. and Mrs. William Cook

Mr. and Mrs. David L. Cotterill

Ms. Jacqueline H. Crawley

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

Mr. and Mrs. Marcus B. Crotts

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

Mr. Kerry G. Crutchfield

Mr. Charles M. Davis, Jr.

Mr. Gilbert T. Davis, Jr.

Mr. and Mrs. John W. Davis, III

Dr. and Mrs. John W. Denham

Mr. and Mrs. Douglas Dillard

Mr. and Mrs. Robert Dinning

Mr. and Mrs. Charles G. Duckett

Mr. and Mrs. Carl A. Dull, Jr.

Ms. Nancy Dunn

Mr. and Mrs. Robert L. Edwards

Edy Hurdle Consulting, Inc.

Mr. and Mrs. Barry Eisenberg

Dr. and Mrs. William Elesha

Ms. Alice M. Foster Ficken

Flowers Foods, Inc.

Mrs. William H. Freeman

Ms. Cici Fulton

Mr. John K. Gallaher

Mr. and Mrs. James E. Gay, III

Mrs. S. Bailey Glenn, Jr.

Mr. William A. Goodson, Jr.

Mr. and Mrs. William A. Goodson, III

Mr. David Grady

Judge and Mrs. William Graham, Jr.

Mr. and Mrs. William T. Graham

Ms. Jennifer E. Grosswald

Dr. and Mrs. Paul P. Gwyn

Mr. Jonathan D. Halsey

Mr. and Mrs. James A. Hancock, Jr.

Mr. and Mrs. John Harrison

Mr. and Mrs. Dennis G. Hatchell

Mr. and Mrs. Joseph C. Hedgpeth, II

Mr. M. N. Hennessee

Ms. Martha M. Higginbotham

Dr. and Mrs. Edward G. Hill, Jr.

Mrs. Cynthia P. Hine

Mr. and Mrs. Jimmie C. Hines

Dr. David R. Hinkle

Eric and Martha Hoekstra

Mrs. William F. Hohman

Mr. and Mrs. Benjamin I. Holcomb

Mr. and Mrs. Robert A. Hoover

Mrs. E. R. Howard

Mrs. Julius A. Howell

Mrs. Frances R. Huber

Mr. Robert C. Huber

Mrs. Jacqueline S. Hunt

Dr. and Mrs. Ronald I. Hutton

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

Dr. and Mrs. Ali Jarrahi

Mr. and Mrs. Gordon W. Jenkins

Mr. John C. Jessup

Ms. Molly Johnson

Mrs. Catherine M. Jones

Mr. and Mrs. Douglas S. Jones

Dr. and Mrs. F. Whitney Jones

Mr. Thomas J. Keith

Ms. Sherry A. Kellett

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

Mr. and Mrs. James W. Kluttz

Mr. George H. Knostman

Mr. and Mrs. William A. Knott

Mr. and Mrs. David G. Koehler

Dr. W. A. Lambeth, Jr.

Mr. and Mrs. Robert H. Lassiter

Mr. John H. Loughridge, Jr.

Ms. Debbie Mason

Dr. James A. McCool

Mr. and Mrs. Donald W. Memory

Mr. and Mrs. Danny J. Mendenhall

Dr. and Mrs. J. Wayne Meredith

Dr. and Mrs. Henry S. Miller, Jr.

Ms. Jane Milner

Mineral Springs A+ Dancers Booster Club

Ms. Linda Moore

Mr. and Mrs. Kenneth F. Mountcastle, Jr.

Mrs. Elaine Muir

Mr. and Mrs. Edward T. Mulvey, Jr.

Mr. and Mrs. Thomas C. Munden

Ms. Edie Murphy

Mr. and Mrs. William R. Myers

Mr. and Mrs. Robert F. Naas

Dr. and Mrs. Lewis H. Nelson, III

Network for Good

Ms. Marjorie Northup

Mr. and Mrs. Buddy Norwood

Ogburn Properties, LLC

Mr. and Mrs. Sam Ogburn, Jr.

Old Town Club Ladies’ Golf Association

Mrs. Elizabeth D. Orr

Ms. Marilyn A. Parker

Mr. and Mrs. Charles C. Patton

Mrs. Lucy F. Peebles

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

Mrs. Clifford W. Perry

Mrs. Helen S. Peterson

Ms. Susan Pfefferkorn

Ms. Josephine O. Phillips

Mr. and Mrs. C. Edward Pleasants, Jr.

Dr. and Mrs. Harold C. Pollard

Mr. and Mrs. William G. Pritchard, Jr.

Mr. and Mrs. Cliff Purcell

Ms. Donna G. Rader

Mr. and Mrs. Emery L. Rann, III

RAPPERS Book Club

Ms. Linda Rhyne and Mr. Paul Williams

Mrs. M. Stewart Robertson, Jr.

Mr. and Mrs. Edwin M. Robins

Ms. Daisy Rodriguez

Drs. Walter and Mary Roufail

Dr. and Mrs. Wilson G. Russell

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

Mr. and Mrs. William Shaw

Mr. and Mrs. Kenneth N. Sisk

Mr. and Mrs. J. Todd Slate

Mrs. Brant R. Snavely, Jr.

Mrs. Robert B. Sosnik

Mr. and Mrs. Frederick P. Spach

Mr. and Mrs. R. Arthur Spaugh

Mrs. John A. Spencer

Ms. Susan R. Spencer

St. Paul’s Episcopal Church

Mr. and Mrs. Richard W. Starbuck

Mr. and Mrs. William P. Steele

Mr. and Mrs. Eugene Stewart, Jr.

Mr. and Mrs. Richard Stockton

Mr. Henry B. Stokes

Ms. Kathryn K. Streng

Dr. Carol Strohecker

Mrs. Lois H. Stuart

Mrs. William C. Thacker

Mr. and Mrs. Mark K. Tonnesen

Dr. and Mrs. James F. Toole

Ms. Elizabeth C. Treadway

Mr. and Mrs. Erling S. Tronnes

Mrs. Dorothy J. Trotman

Mrs. Charles F. Vance, Jr.

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

Mr. and Mrs. Robert H. Vaughn, Sr.

Mr. and Mrs. Stuart F. Vaughn

Mr. and Mrs. Richard F. Wagner

Walnut Cove Colored School

Mr. Robert Weidman

Ms. Colleen R. Weiss

Mrs. Martha Wellman

Mr. and Mrs. P. Everett Wells, III

Mr. and Mrs. David C. Wesson

Mr. and Mrs. Robert A. West

Mrs. Robert P. Whaling

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

Mr. and Mrs. Scott F. Wierman

J. Tracy Wilkerson and Barbara M. Wilkerson

Mr. J. Lanier Williams

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

Mr. and Mrs. John G. Williard

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

Mr. John G. Wolfe, III

Womble Carlyle Sandridge & Rice

Mr. and Mrs. Hal G. Worley

Mr. James E. Yarbrough, Jr.

Mr. Ralph W. Yokeley


Financial OverviewCOMBinEd sTaTEMEnTs OF assETs, liaBiliTiEs, and nET assETs (MOdiFiEd CasH Basis) dEC. 31, 2009 and 2008

ASSETS 2009 2008

Cash and cash equivalents $12,474,288 $9,419,642

Certificates of deposit 763,502

Securities 171,170,824 143,316,861

RECEIVABLES:

Student loans 993,819 934,240

Notes 30,033 130,033

Investment in partnerships 15,848,930 13,943,287

Assets held in trust real estate 4,558,212 4,558,212

Building, improvements and equipment 1,039,592 986,175

Split interest assets held in trust (Note 1) 38,138,577 36,329,318

Other assets 670,712 538,117

TOTAL ASSETS $244,924,987 $210,919,387

LIABILITIES AND NET ASSETS

LIABILITIES:

Amounts withheld from employees $8,372 $7,995

Agency deposits 17,395,541 12,459,585

Split interest assets held in trust (Note 1) 38,138,577 36,329,318

Total liabilities 55,542,490 48,796,898

UNRESTRICTED NET ASSETS:

Discretionary 24,276,258 21,029,725

Field of interest 23,559,781 19,889,935

Scholarship 14,323,064 12,155,445

Student loan 1,525,896 1,668,417

Donor advised 71,872,727 65,163,669

Donor designated 49,378,493 38,129,019

Real estate 4,566,791 4,616,877

Administrative (120,513) (530,598)

Total net assets 189,382,497 162,122,489

COMMITMENTS (Note 2)

TOTAL LIABILITIES AND NET ASSETS $244,924,987 $210,919,387

Note 1: The Foundation serves as trustee for several charitable remainder trusts and charitable lead trusts. The portion designated for the Foundation was $26,835,426 and $25,015,055 as of December 31,

2009 and 2008, respectively.

Note 2: Unpaid grant commitments from endowed funds approved by The Winston Salem Foundation Committee amounted to $1,759,755 and $1,845,828 at December 31, 2009 and 2008, respectively.

[ 5 4 – 5 5 ] O V E R V i E w t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

OVERViEw

COMBinEd sTaTEMEnTs OF RECEiPTs, disBuRsEMEnTs, and CHangEs in nET assETs (MOdiFiEd CasH Basis)

YEaRs EndEd dEC. 31, 2009 and 2008

chANgE IN NET ASSETS 2009 2008

RECEIPTS:

Donations and bequests $17,143,146 $13,289,189

Interest, dividends, and other investment income 3,752,475 6,482,999

Fees assessed on agency deposits 87,243 100,565

Other receipts 205,145 15,619

Total receipts 21,188,009 19,888,372

DISBURSEMENTS:

Grants 17,098,233 23,826,352

Executive office operations 2,436,620 2,686,853

Trustee banks’ and investment management fees 546,433 660,950

Brokerage fees 22,632 27,722

Other disbursements 246,902 228,274

Total disbursements 20,350,820 27,430,151

RECEIPTS OVER (UNDER) DISBURSEMENTS BEFORE NET REALIZED AND UNREALIZED GAINS (LOSSES) 837,189 (7,541,779)

NET REALIZED AND UNREALIZED GAINS (LOSSES) 26,422,819 (59,397,024)

INCREASE (DECREASE) IN NET ASSETS 27,260,008 (66,938,803)

NET ASSETS

BEgINNINg Of yEAr 162,122,489 229,061,292

END Of yEAr $189,382,497 $162,122,489

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

Inc. If you would like a complete copy of the 2009 audited financial statements, please contact J. Todd Slate, Vice President, Finance and Administration at (336) 725 2382, e mail your request to

[email protected], or visit our Web site at www.wsfoundation.org.

THe cOMMuNITy fOuNdATION cONcePT that Colonel Francis Fries brought to Winston-Salem in 1919 included a critical role for community leaders.

The Foundation is fortunate to have an extraordinarily dedicated and generous group of community volunteers on its Foundation Committee, which is the

primary governing body of the organization, as well as on its supporting committees, which are listed on the following page.

the winston-salem foundation committee

sIMPsON “skIP” O. BROwN, JR.

President – Triad Region First Community Bank

kAy lORd Vice chairman Retired Executive Director and Chief Executive Officer Habitat for Humanity of Forsyth County

PAul M. wIles chairman

President and Chief Executive Officer Novant Health

JOHN w. BuRRess treasurer

Retired President J.W. Burress, Inc.

PeGGy cARTeR secretary

Vice President Forsyth Medical Center Foundation

ReNce cAllAHAN

Vice President and Treasurer Walter Robbs Callahan & Pierce Architects

ROBBIe cHANdleR

Sales Manager Merrill Lynch & Company

lyNN BReNNeR eIseNBeRG

Community Volunteer

ROBeRT e. GReeNe

Senior Executive Vice President and Manager of Administration Services BB&T

J. ANdRews HANcOck

President Frank L. Blum Construction Company

TOMMy HIckMAN

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

JANeT P. wHeeleR

Retired Vice President R. J. Reynolds Tobacco Company

RAlPH HANes wOMBle

Retired Chief Executive Officer Hanes Companies

OVeRVIew

supporting committees2010 AsseT deVelOPMeNT cOMMITTee

deborah s. Marshall, Chair

J. david Branch

dale e. driscoll

Michael J. fisher

Gordon w. Jenkins

susan G. King

susan w. Mann

ward Miller

timothy r. Moore

c. edward Pleasants, Jr.

James K. reaves, Jr.

anna reilly

napoleon richardson

Kim stogner

Michael trawick

randall tuttle

robert c. Vaughn, Jr.

Philip r. s. waugh

2010 sTudeNT AId cOMMITTee

elizabeth Bradshaw

John candillo

Gwenn clements

ernie copenhaver

lindy ellis

James Gallaher

Philip Grande

carolyn Gray

eddie Hernandez

Gwen Hill

lamar Joyner

Barbara Masi

carolyn Matthews

George Mclendon

richard Mock

Janet Mullins

Patricia norris

daisy rodriguez

larry stephenson

Jane suitt

linda tilley

Paula turner

Becki VanderKlok

teresa white

Malashai woodbury

Karl Yena

nancy Young

BlAck PHIlANTHROPy INITIATIVe

2010 AdVIsORy cOMMITTee

rev. donald Jenkins, Chair

Greg Brewer

tony Burton

florence corpening

raVonda dalton-rann

lynn fuller-andrews

chris leak

Paula Mccoy

corena norris-Mccluney

napoleon richardson, Jr.

lydell thompson

shannon thompson

Janet wheeler

THe wOMeN’s fuNd Of wINsTON-sAleM

2010 BOARd Of dIRecTORs

Michelle cook, Chair

allison Brashear, Md

susan campbell

tonya deem

lynn Brenner eisenberg

sharee fowler

sarah Holthouser

Mary Jamis

Martha logemann

Holly Marion

Jane Martin

chevara orrin

lisa Purcell

Margaret scales

claudia Zorn schaefer

lelia Vickers

Janie wilson

yOuTH GRANTMAkeRs IN AcTION

2009-2010 PARTIcIPANTs

Jamilla Benton

Kate cavenaugh

samantha creasy

widnelia Garcia

tommy Healy

chelsea Hosch

Matt Humphries

tiara Jones

MacKenzie Kiger

amy Kosloske

Ying lin

de’Gary Martin-Hargrave

Margaret Patterson

ana rice

dalylah rogers

Jessica terry

dezquan wilkins

claire wilson

carly wolberg

t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t O V e R V I e w [ 5 6 – 5 7 ]

OPeRATIONs/suPPORT

Scott F. Wierman — President

Lisa P. Purcell — Executive Vice President

Cici Fulton — Director, Marketing and Communications

David Gore — Director, Information Systems and Technology

Christina Perrin — Receptionist

Leila Warren — Executive Assistant

Todd Slate — Vice President, Finance and Administration

Betty Johnson — Financial Assistant

Carolyn McBride — Grants Processor

Mary Jo Morgan — Accounting Associate

Dee Smitherman — Comptroller

cOMMuNITy INVesTMeNT

Michael Clements — Vice President, Community Investment

Edna Barker — Administrative Assistant, Student Aid

Betty Gray Davis — Senior Program Officer

Robin Burr DeVane — Grants Manager

Kay Dillon — Director, Student Aid

Andrea Falden — Program Officer

Sandra Fishel-Booth — Program Officer

Brittney Gaspari — Director, Grants

Tari Hanneman — Director, Women’s Fund

PHIlANTHROPIc seRVIces

Annette Lynch — Vice President, Philanthropic Services

Jonathan Halsey — Donor Services Officer

Jo Ann Kyslinger — Gifts Processor

Marisa Ray — Development Officer

Ann Tillett — Administrative Assistant, Philanthropic Services

foundation staff

Seated (from left) – Michael Clements, Scott Wierman, Leila Warren

First row – Andrea Falden, Cici Fulton, Betty Gray Davis, Marisa Ray, Christina Perrin, Betty Johnson, Mary Jo Morgan, Lisa Purcell, Annette Lynch, Todd Slate

Second row – Ann Tillett, Robin Burr DeVane, Kay Dillon, Edna Barker

Third row – Brittney Gaspari, Dee Smitherman, Tari Hanneman, Jo Ann Kyslinger, David Gore

Fourth row – Carolyn McBride, Sandra Fishel-Booth, Jonathan Halsey

design: M creative | Photography: christine rucker | Printing: Hutchison allgood | story writing: Kathy norcross watts

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

ConfirmedinCompliancewithNationalStandardsforU.S.CommunityFoundations

Join us on Facebook at www.facebook.com/winstonsalemfoundation[ 5 8 ] O V e R V I e w t h e w i n s t o n - s a l e m f o u n d a t i o n a n n u a l r e p o r t

OVeRVIew

The WinsTon-salem FoundaTion

is committed to providing guidance, strategy, and

organizational resources to purposeful individuals and

organizations in our community, keeping our shared

values constructively in motion—forever and for all.

860 West Fifth Street

Winston-Salem, NC 27101-2506

Telephone (336) 725-2382

Toll-free (866) 227-1209

Fax (336) 727-0581

www.wsfoundation.org

The Winston-Salem Foundation Annual Report

Documents

Transcript of The Winston-Salem Foundation Annual Report