Foundation For The Carolinas Report to the Community 2004 - 2005

theface changing of philanthropy GEOGRAPHIC AFFILIATES

Cabarrus County (N.C.) Community Foundation Charlotte Mecklenburg (N.C.) Community Foundation Cherokee County (S.C.) Community Foundation Cleveland County (N.C.) Community Foundation Foundation for Richmond County (N.C.) Iredell County (N.C.) Community Foundation Lancaster County (S.C.) Community Foundation Lexington Area (N.C.) Community Foundation Lincoln County (N.C.) Community Foundation Stanly County (N.C.) Community Foundation Union County (N.C.) Community Foundation York County (S.C.) Community Foundation

SUPPORTING FOUNDATIONS

The Crosland Foundation Foundation for the Arts & Sciences Foundation for the Charlotte Jewish Community Antonio & Zaydee Lopez-Ibanez Foundation North Carolina Blumenthal Performing Arts Center Foundation Salisbury Community Foundation, Inc. The James A. Turner Jr. Family Foundation United Way Legacy Foundation

theface changing of philanthropy tablecontents of Message from the Chair and President 2

Collective Giving 4

Planned Giving 7

Scholarships 8

Listing of Professional Advisors 9

Foundation Affiliates 11

Competitive Grants 18

All Grant Distributions 25

Non-Endowed Gift Funds

Donor Advised 33

Designated 37

Endowed Gift Funds

Donor Advised 38

Designated 39

Field of Interest 45

Scholarship 46

Unrestricted 48

Summarized Financial Information 49

Leadership 50

Foundation Staff 52

Remembering Gordon Berg inside back cover

1 the chair andmessage president’s

A series of natural disasters, from a devastating tsunami to a relentless hurricane season, brought charitable giving to the forefront of the American consciousness this year. People gave pennies, people gave millions, children sold lemonade and families opened their homes and hearts to those whose lives were upside down.

Different ages. Different means. Different races and religions and ethnicities. It's this same mix of people who have become today's philanthropists. New kinds of donors and new ways of giving are changing the face of philanthropy.

As the Foundation diversifies its client base, the bottom line is growing stronger. Assets grew 14%, from $356 million in 2003 to $405 million in 2004. A record $85 million in gifts was contributed and grants to nonprofits increased 48% for a total of $53 million. All of this was accomplished with annual operating expenses of $3.3 million.

405 85.0 52.9 78.9 356

35.6

assets gifts grants

Comparative numbers are in millions ‘03 ‘04 ‘03 ‘04 ‘03 ‘04

Our outstanding numbers, however, tell only part of the Foundation's story. Our work goes deeper than making grants. As a community catalyst, we lead civic initiatives, convene diverse constituents and connect individuals and nonprofits in order to address our region's greatest challenges. In 2004, the Foundation served as the catalyst for numerous projects including those focusing on children, inclusiveness and the environment. 2 From convening to client services, the Foundation continues to provide personalized service and expert management. With a newly-structured client services team in 2004, the Foundation created three Centers for Giving: the Center for Personal and Family Philanthropy, the Center for Nonprofits and the Center for Corporate Philanthropy.

Michael Marsicano President and CEO, Ruth G. Shaw Chair of the Board Providing personalized service is a Foundation hallmark. It started 47 years ago with the Foundation's first president, Gordon Berg, who passed away July 2, 2005. It was his vision that made the Foundation a permanent community resource for charitable needs. Mr. Berg's legacy will live on through Foundation For The Carolinas.

The success of Foundation For The Carolinas is sustained by the generosity of our donors, the financial advisors who recommend us to them, and the dedication of our Foundation and county affiliate boards, volunteers and numerous nonprofits. In this report you will meet some of the new faces of philanthropy and discover how much generosity and goodwill exists in our region and the tremendous impact your donations are having on our communities.

Ruth G. Shaw, Chair of the Board

Michael Marsicano, President and CEO

3 collectivegiving

At Foundation For The Carolinas' Center for Philanthropy, there is a new way of helping others through a collective approach known as “giving circles.” Giving circles (also known as impact funds for the major impact that can be made from a group of donations versus individual ones) allow like-minded donors to pool their resources, research community needs and decide collectively where to donate funds. The Foundation's first giving circles, the Impact Fund for Emerging Philanthropists and the Women's Impact Fund, have successfully harnessed the power of pooled charitable giving to strengthen the lives of others. Three new collective giving groups recently have taken shape for small business owners, teens and entrepreneurs.

SEED Charlotte SEED Charlotte (Small Businesses and Entrepreneurs Enriching and Developing Charlotte) was launched in November 2004 in partnership Phelps with Foundation For The Carolinas' Center for Corporate Philanthropy and Sprinkle the Charlotte Business Journal. The program provides a hands-on (center) chats with budding entrepreneurs Michael Warren and Shakina McCall, students in an education program funded by SEED Charlotte experience in philanthropy and volunteerism, as well as an outlet for owners to directly help improve the community where they conduct busi- ness. Phelps Sprinkle, president and CEO of Topics Education, learned the value of philanthropy from his parents. “My folks' philosophy was for those to whom much is given, much is expected,” he said.

4 The success of Sprinkle's small business has afforded him the opportunity to give back by participating in SEED Charlotte. “I wanted our company to connect with a worthy hands-on project where we could give not just money, but our time,” Sprinkle said. In addition to donating money, the SEED businesses also volunteer at the nonprofit beneficiaries. “It's been a great way to engage our entire organization in philanthropy,” Sprinkle said, “while making a meaningful contribution to our community.”

Teen Impact Fund The Teen Impact Fund gives teenagers the power – and the money – to make a difference. The program is a collaborative effort between the Teen Impact Fund members Charmeeka (left) and Charmeeya Grier and Jonathan Mauney

Foundation, Partners In Out-of-School Time and the Youth Leadership Institute. It gets teens involved in philanthropy through educational sessions, team-building activities and identifying community needs.

The ultimate goal of the Teen Impact Fund is to award a $10,000 grant from the Charlotte Mecklenburg Community Foundation to programs working to solve challenges facing teens. “Giving away this much money is a huge responsibility,” said Charmeeya Grier, a ninth grader at West Mecklenburg High School. “But we feel good knowing that it will make a big impact.” Jonathan Mauney, a senior at Charlotte County Day School said the Teen Impact Fund experience is giving him a new perspective on

5 volunteerism. “I'm becoming familiar with our community – finding out what the real problems are, who's doing what to change things, and how we can help.”

Social Venture Partners Social Venture Partners Charlotte enlists entrepreneurs who pool their charitable giving and provide grants and business expertise to local causes. Resembling a venture capital firm, the group creates relationships Will Miller with nonprofits (i.e. investees), sets specific performance standards, provides ongoing strategic expertise, and works to develop plans for future funding.

Will Miller spent more than 20 years in the commercial real estate business in Charlotte. He is now using his business savvy to make a difference in the nonprofit sector as executive director of Social Venture Partners Charlotte. “Social Venture Partners offers people with an entrepreneurial spirit an opportunity to be more engaged in giving,” Miller said. “They want to contribute not just financial support, but volunteer hours and hands-on experience to effect social change. I'm not saying that we can save the world, but I'm confi- dent that this program will make a difference in our community.”

6 plannedgiving

The face of philanthropy is changing as more and more people think about supporting their favorite charities in perpetuity with a gift through a will or other planned giving option. It's a way of ensuring that donors will be remembered and that their good works will continue.

Minnie McKee Through a provision in her will, the late Minnie McKee's concern for the Minnie McKee welfare of children continues to live on through an endowment to assist families and children served by Charlotte's First Baptist Church – West, where Mrs. McKee was a member. Mrs. McKee devoted herself not only to her religious institution, but also to education and the students she encountered during her 40 years as a teacher. Mrs. McKee and her husband, the late Jimmie McKee (a leading philanthropist, political activist, and owner of the Excelsior Club – a leading African American social club in the southeast) were well known for their philanthropic con- tributions. Mrs. McKee's endowment is a testament of her everlasting concern for those in her community.

The Blumenthals Ensconced in the Blue Ridge Mountains surrounded by the kind of nature and solitude best described by a poet's pen, Wildacres serves as a retreat for those who “work for the betterment of human relations.” The late I.D. Blumenthal purchased the property in 1936 and considered Wildacres a divine gift Anita and with which his family had been entrusted. Through a charitable bequest Herman by his brother Herman Blumenthal, two endowments will secure the Blumenthal operation of the Wildacres Retreat and its programs for years to come. Wildacres, which is open to nonprofit organizations, has hosted numerous groups and individuals from disciplines such as the arts, sciences, reli- gion, academia, envi- ronment and medicine. To honor the human relations focus of the Blumenthal family, the Wildacres Leadership Initiative was established in 1995. Its signature pro- gram is the William C. Friday Fellowship for Human Relations, a two-year leadership program that provides emerging North Carolina leaders core competencies of sound leadership. 7 scholarships

The Foundation directly manages 25 scholarship programs and oversees the administration of 53 others. In 2004, more than $2 million in scholarships supported 1,121 students.

Laura M. Fleming Scholarship Fund Founders Federal Credit Union in Lancaster, S.C. was like family to its Laura M. former president and CEO, Laura M. Fleming. Fleming That's why the children of the credit union's members are now eligible for scholarships in her memory. The Laura M. Fleming Scholarship Fund, established in 2004 through the Lancaster County Community Foundation, provides undergraduate scholar- ships to future leaders who possess the kind of determination and enthusiasm shown by the scholarship's namesake. Fleming, who retired after dedicating 42 years of service to one of South Carolina's largest credit unions, left behind an extraordinary legacy when she passed away in 2003.

Carolina Panthers Scholarship Endowment Fund Kevin Saunders knew that the competition for a Carolina Panthers scholarship would be as fierce as the competition he faced on the foot- ball field during his undergraduate years at Davidson College. And though his athletic prowess helped secure the Panthers scholarship for him, it was Saunders’ academic skills and community involvement that led him to Duke University where he currently is seeking a Ph.D. in Kevin molecular genetics and microbiology. Saunders Saunders is proud of his achievements in football, but is now focused on becoming a research scientist. Established in 1995, the Carolina Panthers Scholarship Endowment Fund provides graduate level scholarships to athletes in North and South Carolina on the basis of leadership, citizenship and academic merit. Among eligibility requirements, male athletes must letter in football. “This schol- arship will help me focus on the overwhelming first year of graduate school without the added financial stress,” Saunders said. “I will be solely dedicated to academics.” 8 professionaladvisors Foundation For The Carolinas values its relationship with profes- sional advisors and works with them to provide their clients with a variety of charitable giving options.

When Henry and Daisy Bridges went to their attorney C. Michael Crisp of Grier Furr & Crisp with the idea of creating a special endowment, Crisp turned to the Foundation to make it work. “The Foundation provided the expertise and ensured that the wishes of the Bridges were fulfilled,” Crisp said. The Bridges wanted an endowment for an annual environmental lecture series focusing on the sustainability and preser- vation of the planet. The lectures are held at different area churches each year. Crisp feels confident referring clients to the Foundation. “I know their Charlotte needs will be addressed and the charitable funds will be administered in attorney an appropriate way,” he said. C. Michael Crisp (right) The Foundation is pleased to work with more than 100 and Henry and professional advisors. Daisy Bridges A.G. Edwards & Sons Linda V. Carter, CPA Afton Capital Management Caudle & Spears Allstate Charles Schwab Anderson Associates Cherry Bekaert & Holland BB&T Clark, Griffin & McCollum BDO Seidman Cline, Brandt, Bank of America Kochenower & Co. Barnard, Combs, Potts & Rhyne Law Offices of Robert M. Critz Barry Evans Josephs & Snipes Culp, Elliot & Carpenter Baucom, Claytor, Benton, Dellinger & Deese Morgan & Wood Deloitte & Touche Bernard N. Ackerman, CPA, PA Dixon Hughes Bishop Capitano & Abner Eastover Capital Management Bragg Financial Advisors Edward D. Jones & Company Brinkley Walser Eisele, Ashburn, Greene & Brown Brothers Chapman Harriman & Co. Elbert Consulting Buckhorn Capital Management Elliot & Warren Bullard, Blanchard, Johns Jerome N. Epping, CPA Carnegie Capital Advisors Ernst & Young Carolinas Investment Essex Richards Consulting F & M Bank Carroll Financial Associates First Charter Bank 9 First Citizens Bank Morgan Keegan First Financial Resources Morgan Stanley First National Bank Morris, Manning & Martin, LLP Folks, Khoury & DeVenney Morton Grigg & Phillips Grant Thornton Nancy Black Norelli Greer & Walker Northwestern Mutual Life Grier Furr & Crisp, P.A. Novare Capital Management Griffin, Smith, Caldwell, Odum & Groves Helder, & Helms Opus Financial Advisors, Inc. Gunst & Gunst Barbara A. Orr Guthrie, Davis, Henderson & Parker Poe Adams & Bernstein Staton Parks, Pate & Scarborough Hamilton Gaskins Fay & Moon Plummer, Belo & Russell Harkey, Lambeth, Nystrom, Florella & Morrison Pope, McMillan, Kutteh, Simon & Privette Hartsell & Williams Poyner & Spruill Haselden, Owen & Boloyan PricewaterhouseCoopers Helms Henderson & Associates, P.A. Prudential Securities Helms Mulliss & Wicker RSM McGladrey Hinrichs Financial Group Rinehart & Associates Hunter & Hunter Robbins May & Rich James McElroy & Diehl Robinson, Bradshaw & Hinson Johnston, Allison & Hord Ruff, Bond, Cobb, Wade & Bethune Jonas Law Firm Saint-Armand, Thompson & Jonathan Smith & Company Mathis The Jones Blair Group Sellers Henshaw Jones, Deane & Williams Sherrill & Smith, CPA KPMG Shuford, Caddell & Fraley KattenMuchinRosenman, LLP Shumaker, Loop & Kendrick Kennedy Covington Smith Barney Lobdell & Hickman Sterling Capital Management Ketner & Associates SunTrust Kilpatrick Stockton Thompson & Davis Kirk Palmer & Thigpen Turlington & Company Legg Mason Wood Walker UBS Financial Services Lesesne & Connette U.S. Trust Company Love & Hutaff Uwharrie Capital Corporation Mayer, Brown, Rowe & Maw Wachovia McColl Brothers Williams, Boger, Grady, McColl Garella Davis & Tuttle McGuireWoods Wishart, Norris, McNair Law Firm Henninger & Pittman Merrill Lynch Womble Carlyle Miller McNeish Breedlove & Sandridge & Rice Hearn Yelton, Farfour, McCartney, Moore & Van Allen Lutz & Craig The Morehead Group Jodi P. Zbinden, Attorney At Law 10 foundationaffiliates Foundation For The Carolinas is privileged to partner with engaged individuals, fami- lies, nonprofits and corporations across the region. The following list includes the Foundation’s geographic affiliates, all of which strive to improve the quality of life in specific communities, as well as our supporting foundations (noted with an *), popular with donors who find the administrative burdens of a private foundation prohibitive. Many of our geographic affiliates make competitive grants, which are listed on pages 18 through 24.

Cabarrus County (N.C.) Charlotte Mecklenburg (N.C.) Community Foundation Community Foundation (est. 1989) (est. 2001) 27 Charitable Gift Funds • 1 New in 2004 957 Charitable Gift Funds • 91 New in 2004 Competitive Grants: 10 totaling $20,250 Competitive Grants totaling $1,604,889 Total grantmaking including the Foundation’s Total grantmaking including the Foundation’s donor recommended grants: $853,494 donor recommended grants: $21 million Board of Trustees Board of Trustees Mark E. Shelley, Chair Sallie M. Lowrance, Chair Mark E. Shelley, P.C. Civic Leader Mary Elizabeth Stewart, Vice Chair Jill S. Flynn, Secretary Law Offices of Robert M. Critz The Flynn Heath Leadership Cynthia L. Mynatt, Immediate Past Chair Diego Anselmo, Treasurer Ben Mynatt Pontiac-Buick-GMC Charlotte-Mecklenburg Police Department Robert Suddreth, Secretary Mary Lou Babb Wachovia Bank, N.A. Civic Leader Bachman S. Brown Jr. Amy Rice Blumenthal Alexander & Brown ALRY Publications Alan P. Davis Malcolm E. Everett S&D Coffee Retired, Wachovia Corporation Samuel F. Davis Jr. Reginald T. Hubbard Hartzell and Williams, PA Metrolina Dodge, Inc. William S. Fisher Viola Alexander Lyles Graphic Techniques South Lee Institute Quincy Foil Hamilton W. McKay Jr., M.D. The Arts Experience Retired, Carolina Asthma & Allergy Kenneth B. Geathers G. Patrick Phillips Bill Hefner Veterans Hospital Bank of America Mary Ann Johnson Richard C. Ranson Retired, School Counselor Retired, Crescent Resources George “Jock” W. Liles Jr. Mattye B. Silverman G.W. Liles Construction Co., Inc. Marc & Mattye Silverman Family Foundation Susan H. Moore Marcia W. Simon Civic Leader Paul Simon for Women W. Whitaker Moose Sr. Michael A. Watkins Moose Pharmacy Wachovia Corporation Mark Nantz James H. Woodward, Ph.D. Northeast Medical Center Chancellor Emeritus, UNC Charlotte Irvin Newberry Trustees Emeriti Newberry, Cathey & Co. William M. Barnhardt Tony C. Scott Retired, Southern Webbing Mills Growth & Success, Inc. W. R. Cuthbertson Jr. Edward B. Tyson Retired, BB&T Retired, Superintendent of Edwin L. Jones Jr. Cabarrus County Schools Retired, J.A. Jones Construction Co. William “Hamp” H. West West Atlantic Transportation

11 Cherokee County (S.C.) Max J. Hamrick Community Foundation Hamrick Brothers, Inc. (est. 1994) John O. Harris III Harris Funeral Home 7 Charitable Gift Funds • 3 New in 2004 Richard Hooker Jr. Competitive Grants: 3 totaling $7,000 Cleveland County Business Total grantmaking including the Foundation’s Development Center, Inc. donor recommended grants: $34,147 C. Jeff Mauney, M.D. Board of Trustees Foothills Podiatry John B. Travers, Chair G. Scott Neisler Retired, The Timken Company Dicey Fabrics Ben D. Kochenower, CPA Vice Chair William E. Plowden Jr. Cline, Brandt, Kochenower & Co., P.A. First National Bank Bright G. Parker, Secretary (deceased June 2005) William P. Sherwood Gaffney Broadcasting, Inc. McDonald’s C. Samuel Burns H. Gene Washburn, M.D. Burns Chevrolet, Chrysler, Dodge and Jeep Retired, Boiling Springs Medical Associates James M. Cudd Jane S. Young James M. Cudd, C.P.A. Civic Leader Bernelle Demo The Cole Foundation Demo & Rainey (est. 1965) Lawrence C. Foster Sr. Foster Realty and Development In 2004, The Cole Foundation made 20 grants total- Jane N. Gaino ing $822,583 from its competitive grantmaking pro- Civic Leader gram. It also awarded $136,435 in scholarships. The Cole Foundation serves a broad range of chari- Gloria Gault Geary table, educational, religious, literary and cultural For Leaders; Speaking, Training and Consulting purposes benefiting primarily the citizens of Sara J. Hankinson Richmond County. Civic Leader Joseph L. Mathis Board of Directors Saint-Armand, Thompson & Mathis Robert W. Elliot, Chair Retired, George G. Scott & Co. Clinton L. McClary Jr. Gaffney High School Russell E. Bennett Jr. Retired, Russell Bennett Chevrolet Barry S. Morgan First Piedmont Federal J. Neal Cadieu Jr. Retired, Richmond County Daily Journal V. Stephen Moss First National Bank of the Carolinas Charles B. Deane Jr. Jones, Deane & Williams Gloria G. Rosemond Retired, Realtor Robin L. Hinson Robinson, Bradshaw & Hinson Cleveland County (N.C.) Community Foundation The Crosland Foundation* (est. 1985) (est. 2003) 22 Charitable Gift Funds • 1 new in 2004 The Crosland Foundation, created by John Crosland Competitive Grants: 3 totaling $8,112 Jr. and family as a supporting foundation, seeks to Total grantmaking including the Foundation's help children with learning disabilities, provide housing for the less fortunate and support urban donor recommended grants: $233,766 policy research and education. Board of Trustees John Crosland Jr. Larry D. Hamrick Sr., Chair Crosland, Inc. Warlick-Hamrick Insurance Agency Judith E. Crosland Robert W. Yelton, Secretary Yelton, Farfour, McCartney, Lutz & Craig, P.A. Civic Leader Patsy B. Rose, Immediate Past Chair Molly Crosland Cashion Civic Leader Civic Leader Rebecca Jo Boggs John Crosland III Self-employed Crosland, Inc. Glee E. Bridges Michael Marsicano, Ph.D. Retired, Bridges Hardware, Inc. Foundation For The Carolinas James H. Burrus, M.D. Medical Resources Consulting Robert E. Mason III Robert E. Mason Company Mariel O. Camp Civic Leader James R. McNab Jr. Michael Yun M. Cheng Curis Inc., COB Chen’s Chinese Restaurant Donaldson G. Williams Sam. B Craig Capital Advisors of North Carolina Yelton, Farfour, McCartney, Lutz & Craig, P.A. James H. Woodward, Ph.D. Chancellor Emeritus, UNC Charlotte

12 Foundation for the Ken Golder Arts & Sciences* Clariant Corporation (est. 2002) Meg D. Goldstein Hamilton Gaskins Fay & Moon, PLLC 49 Charitable Gift Funds William Gorelick The Foundation for the Arts & Sciences was W. Gorelick & Sons created by the Arts & Science Council of Charlotte- Harry Lerner Mecklenburg. This partnership benefits the Arts & Lerner & Co. Real Estate Science Council, its related cultural organizations Leon Levine and the citizens of our community by ensuring the Retired, Family Dollar stability of financial resources and ongoing support for generations to come. Abraham Luski Shamrock Management Board of Trustees Michael Marsicano, Ph.D. Patrick C. Riley, Chairman Foundation For The Carolinas Allen Tate Company Carter Meiselman William H. Williamson III, Vice Chairman Eastern Federal Corporation Afton Capital Richard J. Osborne Laura L. Meyer, Secretary Duke Energy Corporation Foundation For The Carolinas Jill Newman Richard J. Osborne, Treasurer Civic Leader Duke Energy Corporation Joel Ostrow William Gorelick Ostrow Company W. Gorelick & Sons Linda Seigel Debbie W. Harden Wachovia Corporation Womble Carlyle Sandridge & Rice, PLLC Marc H. Silverman Lee Keesler MHS Holdings Arts & Science Council Robert Speizman James Y. Preston Speizman Industries Parker Poe Adams & Bernstein L.L.P. Howard Wollner Dan Prickett LarsonAllen Wachovia Bank, N.A. Sue Worrel Randy D. Robason Executive Director Grant Thornton Patricia A. Rodgers Foundation For Rodgers Builders, Inc. Richmond County (N.C.) Van Weatherspoon (est. 1993) The Weatherspoon Group 9 Charitable Gift Funds Cassandra Harris Tydings, J.D., LL.M. Donor recommended grants: $6,280 Vice President of Planned Giving Board of Trustees Foundation for the Charlotte John S. Stevenson, M.D., Chair Jewish Community* Charlotte Radiology (est. 1997) James C. McCaskill, Vice Chair USDA Rural Development 72 Charitable Gift Funds • 9 New in 2004 Masoud Ahdieh, M.D. The Foundation for the Charlotte Jewish Community Masoud Ahdieh, M.D., P.A. represents the major institutions that comprise the organized Jewish community in Charlotte: Charlotte Maggie K. Beard Civic Leader Jewish Day School, Congregation Ohr Ha Torah (Lubatvitch of North Carolina), The Foundation of Russell E. Bennett Jr. Shalom Park, The Hebrew Cemetery, The Jewish Retired, Russell Bennett Chevrolet Community Center, Jewish Family Services, The J. Neal Cadieu Jr. Jewish Federation of Greater Charlotte, Sandra and Retired, Richmond County Daily Journal Leon Levine Jewish Community Center, Temple Beth W. Larry Clay El and Temple Israel. The Foundation is dedicated to Dixon Hughes, PLLC furthering the quality of Jewish religion, life and J. Cohen Cox culture in the greater Charlotte area. Cox & Hamilton, CPA Board of Directors Genevra B. Kelly Robert M. Abel, Chair Genevra B. Kelly Company, LLC LarsonAllen Yvonne R. Loury Don Bernstein United Way of Richmond County Retired, Hanes Companies, Inc. Eugene B. McLaurin II Alan Blumenthal Total Fine Elf Lubricants USA, Inc. Radiator Specialty Company M. Steven Morris David Cantor Helms Jewelers, Inc. Mercer Human Resource Consulting W. Jesse Spencer David Epstein W. Jesse Spencer, CPA Retired, Attorney 13 Iredell County (N.C.) Robert E. Matthews Community Foundation Kanawha Insurance Company (est. 1989) Evan C. Scott UBS Financial Services 21 Charitable Gift Funds Allen H. Simpson Competitive Grants: 9 totaling $37,000 SDL Atlas, LLC Total grantmaking including the Foundation's Ann S. Taylor donor recommended grants: $462,752 Town of Heath Springs Board of Trustees Jerry T. Witherspoon James T. Staples, Chair Lancaster Housing Authority Opus Financial Advisors Lexington Area (N.C.) James P. Ashburn, Vice Chair Eisele, Ashburn, Greene & Chapman, P.A. Community Foundation (est. 1996) Dr. Ralph L. Bentley Piedmont Health Care 11 Charitable Gift Funds Kalman S. Gordon Competitive Grants: 1 totaling $1,000 L. Gordon Iron & Metal Co. Total grantmaking including the Foundation's Ann T. Kelly donor recommended grants: $145,877 Mitchell Community College Board of Trustees H. Brown Kimball Robert F. Lowe, Acting Chair/Vice Chair Retired, Statesville Plywood & Veneer Lexington State Bank Constantine H. Kutteh Roberts Edgar Timberlake Jr., Secretary Pope, McMillian, Kutteh, Simon & Baker, PA Lexington Pediatric Clinic, PA Brig. Gen. William D. Lackey, Ret. C. H. Timberlake Jr., Assistant Secretary/Treasurer NC Air National Guard Retired, Carolane Propane Gas, Inc. Chester P. Middlesworth James M. Dillon Retired, Statesville Record & Landmark Dillon Enterprises Barbara A. Orr Ricky O. Harvey Orr Properties Turlington and Company C. Douglas Ralston Peggy B. Hinkle Norris, Stewart & Ralston, PA Civic Leader Sara Haire Tice L. Ardell Lanier Iredell County Commission Lanier Hardware, Inc. Michael L. White William H. McMurray III MIKAW Corporation Bank of North Carolina William W. Wilson Phyllis S. Penry Retired, G.L. Wilson Building Company Phyllis S. Penry, Attorney At Law Lancaster County (S.C.) Jerry F. Smith Community Foundation Smith Companies of Lexington (est. 1988) Lincoln County (N.C.) 11 Charitable Gift Funds • 1 New in 2004 Community Foundation Competitive Grants: 5 totaling $13,150 (est. 2001) Total grantmaking including the Foundation's 5 Charitable Gift Funds • 1 New in 2004 donor recommended grants: $30,796 Competitive Grants: 5 totaling $3,000 Board of Trustees Total grantmaking including the Foundation's Robert K. Folks, Chair donor recommended grants: $32,060 Folks, Khoury & DeVenney Board of Trustees Rita K. Johnson, Vice Chair Seth A. Haney, Chair Wachovia Bank The Timken Company C. Doug Barnes, Secretary E. Scott Carpenter, Vice Chair Comporium Communications Modern Electric & Plumbing Arthur K. Collier, Treasurer Richard E. Jonas, Secretary Retired, Springs Company Jonas Law Firm Patricia A. Canty C. Harry Huss, Acting Secretary Lancaster Children's Home Retired, Gaston County Schools Gennell Cauthen Daniel W. Barefoot Lancaster High School Attorney/Author E. Brown Crenshaw Jr. James E. Burt III Thompson & Davis, CPAs First Charter Bank Tony Gilreath Jerry W. Cochrane Founders Federal Credit Union Lincoln County Commission Kenneth Hudson Sylvia L. Holmes Retired, Lancaster County Schools Civic Leader

14 Samuel “Bo” C. King Jr. Patsy B. Kinsey King’s Office Supply, Inc. Pease Associates, Inc. C.D. “Chip” Stroup III Vilma D. Leake First Federal Savings Bank Civic Leader Mollie G. Warlick Doug Lebda Warlick Funeral Home, Inc. LendingTree, LLC Todd Mansfield Antonio & Zaydee Crosland, Inc. Lopez-Ibanez Foundation* W. Edwin McMahan (est. 2000) Little & Associates Architects The Antonio & Zaydee Lopez-Ibanez Foundation John H. Putnam was established to continue the Lopez-Ibanez Putnam Personal & Business Planning family's long-time support of Catholic charities R. Glenn Sherrill Jr. and arts and children's organizations. SteelFab, Inc. Board of Directors Pam Stowe Civic Leader Antonio Lopez-Ibanez Jr., President Charlotte Trimming Company, Inc. Johnny C. Taylor Jr. McGuire Woods HR Strategies, LLC Zaydee Lopez-Ibanez, Vice President Civic Leader G. Kennedy Thompson Wachovia Corporation Laura Ryan, Vice President Bank of America Krista S. Tillman BellSouth Holly K. Welch Stubbing, Secretary & Treasurer, Foundation For The Carolinas Richard “Stick” T. Williams Duke Energy Corporation Robert Cavalline R. T. Dooley Construction Company Larry Wilson Crescent Resources North Carolina Blumenthal Performing Arts Center Salisbury Community (N.C.) Foundation* Foundation, Inc.* (est. 2003) (est. 1944) In 2003, the North Carolina Blumenthal 85 Charitable Gift Funds • 2 New in 2004 Performing Arts Center transferred the Competitive Grants: 1 totaling $50,000 administration of its endowment to Foundation Total grantmaking including the Foundation's For The Carolinas. donor recommended grants: $6,811,885 Board of Directors Board of Trustees D. Edwin Rose, Chair Margaret H. Kluttz, President Shelco, Inc. MHK Consulting Edward I. Weisiger Jr., Vice Chair James G. Whitton, Representative to FFTC Carolina CAT Board of Directors Retired, Whitton Distributors, Inc. Thomas M. Lankford, Treasurer Ernst & Young, LLP Michael Marsicano, Ph.D., Executive Vice President Foundation For The Carolinas Pamela K. Warlick, Secretary Civic Leader Patricia P. Rendleman, Vice President Civic Leader Thomas M. Belk, Jr. Belk Stores Services, Inc. Sara D. Cook, Secretary Civic Leader Richard W. Blackburn Civic Leader Christine P. Whitton, Treasurer Civic Leader Amy Rice Blumenthal ALRY Publications McCray V. Benson, Assistant Secretary Foundation For The Carolinas Patrick D. Cannon E-Z Parking, Inc. Nilous M. Avery II Mount Zion Baptist Church Patricia Cotham Cotham Search Partners, Inc Dr. Wiley J. Doby Rowan County Schools Mary Anne Dickson Civic Leader Paul E. Fisher F&M Bank Walter D. Fisher Jr. Kennedy Covington Lobdell & Hickman, LLP R. Darrell Hancock Hancock & Hundley James H. Hance Jr Bank of America Corporation James F. Hurley Holmes Investment Company Ned Hardison Charlotte Pipe and Foundry Susan W. Kluttz Town of Salisbury David L. Hauser Duke Energy Corporation William C. Stanback Retired, Stanback Company Thomas J. Hughes Sr. Hearst Corporation 15 Stanly County (N.C.) Union County (N.C.) Community Foundation Community Foundation (est. 1999) (est. 1989) 11 Charitable Gift Funds 30 Charitable Gift Funds • 1 New in 2004 Competitive Grants: 5 totaling $14,925 Competitive Grants: 2 totaling $2,205 Total grantmaking including the Foundation's Total grantmaking including the Foundation's donor recommended grants: $154,201 donor recommended grants: $157,929 Board of Trustees Board of Trustees Arthur H. Rogers Jr., Chair Charles L. Norwood, Chair Retired, Stanly Knitting Mills, Inc. Consultant C. B. Crook Jr., Vice Chair John B. Ashcraft Jr., Vice Chair Retired, Crook Motor Company, Inc. W. E. Damon & Assoc. David L. Grigg, Secretary Angela T. Bower, Secretary Attorney Edward B. Bower, M.D., P.A. Darrell E. Almond Phil E. Bazemore Stanly Fixture Company City of Monroe Linda V. Carter Carl "Andy" A. Boggs Jr. Linda V. Carter, CPA Boggs Group Jack D. Phillips G. Morrison Creech Retired, Industrial Products Wachovia Bank Marshall C. Rogers Thomas P. Dillon Stanly Knitting Mills, Inc. North Carolina Railroad Edward J. Snyder Jr. H. Clark Goodwin E.J. Snyder & Company, Inc. Goodwin Consulting Michael E. Snyder Bobby H. Griffin E.J. Snyder & Company, Inc. Clark, Griffin & McCollum, LLP Windell L. Talley Myrtleanne "Sis" S. Griffin Talley Farms Civic Leader Richard R. Hutaff The James A. Turner Jr. Love & Hutaff, PLLC Family Foundation* Thomas M. Moyer III (est. 1999) Moyer, Smith & Roller, P.A., CPAs The James A. Turner Jr. Family Foundation is a Sally P. Ormand supporting organization established to carry out Civic Leader the broad charitable purposes of the Turner Family. The Foundation focuses its grantmaking in many areas, including the environment and education. Board of Directors Judith T. Carpenter, President National Welders Supply Company, Inc. Mark R. Bernstein, Vice President Parker Poe Adams & Bernstein Michael Marsicano, Ph.D., Vice President Foundation For The Carolinas Holly K. Welch Stubbing, Secretary & Treasurer Foundation For The Carolinas Sallie M. Lowrance Civic Leader Sally Pritchard Civic Leader Jenene Seymour Foundation For The Carolinas

16 United Way York County (S.C.) Legacy Foundation* Community Foundation (est. 2001) (est. 1988) 8 Charitable Funds 31 Charitable Gift Funds • 4 New in 2004 The United Way Legacy Foundation was Competitive Grants: 3 totaling $11,565 established to provide a continuing source of Total grantmaking including the Foundation's funding for United Way of Central Carolinas, Inc. donor recommended grants: $254,963 Board of Trustees Board of Trustees Vicki H. Wilson-McElreath, Chair Bernard N. Ackerman, Chair PricewaterhouseCoopers LLP Bernard N. Ackerman, CPA, PA Jim R. Hicks, Vice Chair Gary Williams, Vice Chair Retired, Duke Energy Corporation Williams & Fudge, Inc. Thomas M. Lankford, Secretary/Treasurer James C. Hardin III, Secretary Ernst & Young, LLP Kennedy, Covington, Lobdell & Hickman, LLP Hamilton W. McKay Jr., M.D., Immediate Past Chair William Langford, Treasurer Retired, Carolina Asthma & Allergy Bank of York John B. Ashcraft Jeanne M. Ferguson, Immediate Past Chair W.E. Damon & Associates Tracy Ferguson Real Estate John R. Belk Frank S. Barnes Jr. Belk Stores Services, Inc. Comporium Group Larry J. Dagenhart Myron B. Boloyan Helms Mulliss & Wicker, PLLC Haselden, Owen and Boloyan Carol A. Douglas Gerald T. Cloniger Merrill Lynch Cloniger Enterprises Anthony Fox Elliott S. Close Parker Poe Adams & Bernstein, LLP The Lake Club J. Frank Harrison III Peter W. Hall Coca-Cola Bottling Co. Consolidated Century 21 First Choice Gloria Pace King Dr. William M. Hull Jr. United Way of Central Carolinas, Inc. Retired, Rock Hill Eye Clinic David T. Lewis Donna S. King Moore & Van Allen, PLLC South Carolina Bank and Trust George W. Liles Sr., M.D. Pamela J. Pendleton Civic Leader Bernard N. Ackerman, CPA, PA Mary T. Mack James “Toy” C. Rhea III Wachovia Corporation Gala Affairs Party Rentals Michael Marsicano, Ph. D. Charles Z. Robinson Foundation For The Carolinas Kings Electronics William T. Niblock Gerald E. Schapiro Niblock Development Corporation City of Rock Hill Roger W. Owens Robert Scoville, M.D. Alliance Management Partners Retired Physician Penny J. Parks Harold S. Shapiro Parks Consulting Catawba Regional Council of Governments Edwin “Ed” B. Peacock Jr. Merwyn H. Smith Pomfret Financial Company The Peach Tree David A. Perkins Vance Stine Carolinas Investment Consulting, LLC Sifford-Stine Insurance Agency Jerry Schmitt Robert M. Stuck Civic Leader Marshall Air Systems, Inc. William H. Williamson III Kathleen Patrick Wilson The Myers Partnerships Gold's Gym J. Richard Worrell Jr. Trustee Emeritus Northwestern Mutual Financial Network Harry M. Dalton Retired, Caraustar Industries, Inc.

17 competitivegrants

The Foundation's family of funds awarded more than $2.9 million in competitive grants to numerous nonprofits throughout the region.

Cabarrus County Mariam Coltrane Schramm Community Foundation Benevolence Fund $110,000 Total Grants $20,250 Administered by the Cabarrus County $3,000 to the Academic Learning Center to pur- Community Foundation chase reading enrichment books for 350 elementary $20,000 to the American Red Cross to provide assis- students tance for victims and families affected by events $3,000 to the Cabarrus Arts Council to fund a pres- such as natural disasters, single family fires and avia- entation by Khac Chi, a duo of musicians who play tion crashes music on instruments native to Vietnam, at middle $20,000 to Cabarrus Meals on Wheels to provide schools in Cabarrus County meals to the frail, elderly and disabled in Cabarrus $1,000 to the Cabarrus Arts Experience to provide County financial assistance to youth participating in the $5,000 to the Community Free Clinic to assist with after-school and summer cultural arts programs basic human needs $1,500 to the Cabarrus County Partnership for $20,000 to the Cooperative Christian Ministry to Children to produce a short video in Spanish illus- meet the emergency needs of unemployed and trating and emphasizing critically important safe- underemployed individuals in the community guards for infants and young children $5,000 to the Hispanic Learning Center to assist $750 to Communities in Schools of Cabarrus with basic human needs County for a ceremony for six 12th graders who will graduate in spite of many challenges that could have $20,000 to the Junior Charity League of Concord to led to their dropping out of school purchase clothing for needy children to provide financial $2,000 to Habitat for Humanity of Cabarrus $20,000 to The Salvation Army assistance to those in need County to replace and upgrade computer hardware and software Charlotte Mecklenburg $2,000 to New Piney Grove Community Outreach Center to set up a GED/computer lab to help dislo- Community Foundation cated workers obtain their GEDs and acquire job Total Grants $1,604,889 seeking skills The Foundation has identified three key focus $2,000 to Prosperity Ministries for operating areas for its grantmaking: Children and Youth, support Environment and Social Capital $2,500 to Prosperity Unlimited for services to the Hispanic population on the mortgage loan and clos- Children and Youth $648,738 ing processes Reinforces programs that serve school-age $2,500 to United Family Services - Cabarrus children and youth County for teen anger management groups that will $40,000 to Above and Beyond Students to support focus on working through conflict and healthier a year-round, daily program for children in grades communication 3 - 5 in the Enderly Park neighborhood with a focus on bringing students to grade level for academic achievement

It's a question Charlotte's profes- sional community has been eager to answer: Who will replace the city's most experienced leaders when they retire? The City Committee, an action-based group of emerging Charlotte leaders, is working on a solution. In 2004 the group developed an initiative to figure out ways to attract and retain professionals who invent, create and innovate. A grant from the Charlotte Mecklenburg Community Foundation provided funding for the Hot Jobs/Cool Communities Report that documented and evaluated Charlotte's assets and its approach to attracting and retaining the 25- to 44-year-old workforce. 18 $5,000 to Allegro Foundation to support the More $10,000 to Johnson C. Smith University to support at Four program, which provides weekly movement the Saturday Academy, which provides on-site men- education classes for children with learning disabili- toring and tutoring for at-risk students in grades 3 ties or cancer and 5 from two underperforming Charlotte Mecklenburg schools $8,474 to The Arc of Mecklenburg County to pro- vide peer support and information to families of $15,000 to the Latin American Coalition to provide children who have been diagnosed with a special an after-school mentoring program to help elemen- need or born prematurely tary students, ages 6 - 12, adapt to their new culture $4,000 to the Carolina Raptor Center for its $5,704 to Learning Labs' Computer Recycling Feathered Fables program to teach preschool and Program, which collects donated computers and kindergarten children about raptors distributes them to families in inner city housing communities $10,000 to Central Avenue Bilingual Preschool for its Preschool and Parent Education programs serv- $5,000 to the Lee Institute to fund a strategic plan- ing at-risk children under 5 years, low-income fami- ning retreat for The Children's Alliance, a collabo- lies and non-English speaking families rative effort of numerous organizations committed to the well-being of children and families in $3,986 to Charlotte Communities of Shalom for the Thomasboro Youth Researcher's Project to con- Mecklenburg County duct a needs assessment of youth in the neighbor- $50,000 to the Lee Institute to support the United hood to identify personal skills, capabilities, talents Agenda for Children initiative, with the goal of and strengths ensuring that all children in Mecklenburg County are healthy, safe and well-educated $10,000 to Charlotte Communities of Shalom to support the Thomasboro Youth Council, consisting $7,000 to The Light Factory to support the Media of 25 middle and high school students, to share in Literacy Leadership Conference, which provides local government matters and learn skills of leader- youth leaders an opportunity to discuss issues of ship and responsibility that benefit the community race, gender and class, and to learn how to decon- struct media images and messages $10,000 to Charlotte Emergency Housing to pro- vide childcare for up to 12 children, ages birth $3,970 to The Light Factory to support a multi-disci- through 5 years, and before- and after-school care plinary art exploration through photography and through age 12, for the children of the residents liv- images, storytelling and visual art for young men ing at the shelter who are coming of age and need assistance in understanding their role in society $37,500 to the Children & Family Service Center to support the collaborative efforts of the nine organi- $65,000 to the Mecklenburg Medical Alliance zations working together in this Center, including Endowment for its Reach Out and Read literacy the development of a community child watch advo- program, to provide books and educational materi- cacy initiative als for 15,000 children and their parents $4,000 to Girl Scouts, Hornets' Nest Council to $10,000 to the National Conference for engage young women in solving problems, making Community and Justice to support a five-day youth wise decisions and contributing to their communi- leadership and diversity program for 40 high school ties in innovative ways students $10,000 to Girls On The Run of Charlotte to provide $141,343 to Partners in Out-of-School Time (POST), scholarships for 155 Charlotte area girls to attend a collaborative effort to increase the quantity and this program which teaches self-respect, healthy quality of out-of-school time programming, to pro- lifestyle choices and prevention of risky behavior vide technical assistance and training for providers and to increase public awareness of out-of-school $10,000 to Hispanic Cultural Center of Charlotte for its Academic Currency Project, which provides time issues college tutorials and workshops to Latino youth and their parents

“When women walk through the door, they are just a friend – not a label or stereotype,” said Beverly Grant (third from left), founder of Friends of Beverly. Grant's group was the recipi- ent of a Front Porch grant from the Charlotte Mecklenburg Community Foundation. The Friends of Beverly grant is managed by Crisis Assistance Ministry. Front Porch grants are awarded to organizations that are building relationships between different races, ethnicities, genders, ages, religions and neighbor- hoods. The monthly gatherings of Friends of Beverly builds relation- ships by “proving that professional women can be supportive of each other and that a life filled with diversity is a richer tapestry,” Grant said. 19 $5,000 to Partners in Out-of-School Time (POST) for $3,761 to YMCA - Lake Norman Branch for the the Lights On Afterschool Community Breakfast Youth Engaged in Leadership and Learning featuring guest speaker Dr. Deborah Prothrow-Stith (YELL) program, which helps youth explore their presenting strategies for the prevention of youth vio- relationship to, and position in, the community in lence and gangs which they live $10,000 to Prevent Blindness North Carolina to $15,000 to YWCA of Central Carolinas to support its provide photo-refractive vision screening to 675 Literacy Initiative, which offers a seamless continu- preschoolers um of literacy services to at-risk children in the child development center and out-of-school pro- $30,000 to Right Moves For Youth to support the expansion of clubs for students in 4th through 8th grams grades in fragile and threatened neighborhoods $40,000 to YWCA of Central Carolinas to continue support of three Support Our Schools (SOS) sites $4,000 to Seigle Avenue Presbyterian Church for the service/learning project of the youth depart- in at-risk communities in the Charlotte area ment's 2003-2004 program $40,000 to Zion Center for Worship and the Arts to establish a year-round dance program for 5- to 14- $10,000 to Seigle Avenue Preschool Cooperative to provide curriculum and materials for the class- year-old low-income youth and immigrants in the rooms, and professional development for teachers Briar Creek/Central Avenue area and staff of the Charlotte Preschool Partnership Environment $190,513 $10,000 to Summit House of Charlotte to provide Addresses issues concerning the environment financial and professional support to pregnant and quality of life in Mecklenburg County and women and mothers who have been convicted of nonviolent offenses, to help them successfully rein- 13 surrounding counties in North and South tegrate into society Carolina $15,000 to Urban League of Central Carolinas, Inc. $25,000 to Catawba Lands Conservancy for its to expand its Make A Difference Centers for at-risk Open Space Protection Program, which enables the youth and families in low-income communities by Conservancy and five other land conservation organi- offering after-school and summer camps to dis- zations to expand the rate and efficiency of land pro- placed children tection in our region by providing financial and estate planning expertise to landowners and their advisors $38,500 to the Lee Institute to conduct focus groups and feasibility studies with environmental A $54,523 grant from the George D. Patterson leaders and agencies in the community Fund will make possible a spay and neuter $5,000 to the Lee Institute to explore the creation of a network of environmental agencies to foster media campaign. The grant was awarded to increased collaboration and conversation through- Charlotte-Mecklenburg Animal Control in out the region $117,257 to Voices & Choices to fund the State of cooperation with the Humane Society of the Region Report and the Catawba Regional Trail Charlotte and will teach pet owners how project $4,756 to Warren Wilson College to promote a spaying and neutering can effectively and statewide dialogue of the challenges presented in the Horizon 2100 report created by nine of the humanely end the pet population crisis. state's leading conservation scientists Social Capital $478,138 Focuses on addressing the growing racial, cul- tural and economic diversity of the region $5,000 to Afro-American Cultural Center to spon- sor the Carolina Circuit Writers, a program aimed at increasing our understanding of the role and value of the arts, especially literature, as an essential stimulant in our lives $5,000 to the Better Business Bureau Consumer Foundation for the Alto Al Farude (Stop the Fraud) event, which focuses on information and education- al tools to protect Latino consumers from fraudu- lent and unethical marketplace activities $15,000 to Charlotte Advocates for Education to develop a Parent Leadership Institute to encourage a higher level of parent involvement in public schools The George D. Patterson Family Fund was $5,000 to Community Building Initiative to host a symposium for the Front Porch grants program to established in 2001 in honor of George explore ways to build bridges between people of dif- ferent backgrounds Patterson and his daughter, Sally, who both $95,333 to Community Building Initiative to help shared a deep love for animals. Today, the Charlotte-Mecklenburg become a racially and ethni- cally inclusive and equitable community Patterson family's legacy continues through $200,000 to Community Building Initiative for its the fund which provides significant support to Crossroads Charlotte program, which engages the community through storytelling and focuses on a pro- agencies focused on animal welfare. ductive approach to the community's future in terms of access, equity, inclusion and trust for all citizens 20 $19,885 to Foundation of the University of North $25,000 to Justice Initiatives, Inc. to establish a non- Carolina at Charlotte, Inc. to host the Institute for profit dedicated to funding justice-related initiatives Social Capital Colloquium Series, bringing speakers in the 26th Judicial District to Charlotte for community dialogue around the $11,500 to MedAssist of Mecklenburg to support issues of social capital, children's well-being, data the Mecklenburg Pharmacy Partnership in creating sharing, university-community partnerships, interdis- a freestanding, centrally located pharmacy that can ciplinary research and community accountability be used by clients of free clinics, Physician Reach $37,920 to International House of Metrolina to Out and organized homeless health programs create a Middle Eastern Council for the Charlotte- $25,000 to the University of North Carolina's Mecklenburg area to facilitate greater trust and Center for International Understanding for its understanding among members of the Middle Latino Initiative, which provides North Carolina Eastern community and with the community at leaders with resources and information to success- large fully integrate immigrants into the community $50,000 to Lee Institute to support the United Agenda for Children initiative, with the goal of Specialized Grants $185,000 ensuring that all children in Mecklenburg County Addresses a wide range of needs throughout are healthy, safe and well-educated the region $5,000 to Queens University for its 4th Annual $40,000 to the Impact Funds to support the Teen Southern Summit, which brings together 200 indi- and Emerging Philanthropists programs viduals from all walks of life for a day-long discus- sion to build a greater sense of shared community $10,000 to United Way of Central Carolinas, Inc. to for our rapidly growing and diverse region support the 2004 Health & Human Services Institute $40,000 to YMCA of Greater Charlotte to support the University City Community Building Project's $10,000 to Foundation For The Carolinas' Leadership Academy and Leadership Summit pro- Employee Matching Gifts Program to encourage its gram, with the goal of developing leadership, infra- employees to make charitable gifts to nonprofits of structure and social capital to strengthen the area's their choice sense of community $85,000 to Foundation For The Carolinas to advance community philanthropy Opportunity Fund $102,500 $40,000 to Regional HIV/AIDS Consortium for Provides support for special opportunities in continued operational support Mecklenburg County $15,000 to Advantage Carolina Foundation to sup- Cherokee County port the City Committee in researching the increas- ingly competitive market to attract and retain the Community Foundation next generation of talented and educated profes- Total Grants $7,000 sionals $2,000 to the Cherokee County Literacy $10,000 to Charlotte Emergency Housing to Association to purchase computer hardware and explore the feasibility of developing family support- software to teach adults how to read ive housing in Charlotte-Mecklenburg $2,000 to the Institute at Biltmore for a study of $15,000 to Charlotte Woman of the Year Fund to Cherokee County's social infrastructure as it relates create a woman's leadership program that will nur- to individual needs, and the opportunities for forg- ture young women to serve as Charlotte's future ing partnerships and strengthening public support leaders for human needs $1,000 to Community Link to support the Employer $3,000 to Limestone College to create a customized Partnership Pilot Project designed to increase Web site to promote planned giving awareness and mobilize efforts in the business com- munity to enable the working poor to be more suc- cessful and self-sufficient

Every day more than 13,400 York County children are at risk for hunger. Research shows that many families find it difficult to make healthy food choices on limited incomes. To combat this crisis, Second Harvest Food Bank of Metrolina teamed up with various York County Boys & Girls Clubs to provide nutritious meals and snacks to children during the week through its Kids Café program. A $6,000 grant from the York County Community Foundation expanded the program to the weekends. An estimated 600 children between the ages of 5 and 15 now take home backpacks over the weekend, filled with food and educational materials about nutrition. The backpack program ensures proper nutrition every day.

21 Cleveland County $125,000 to the Richmond Community College Foundation to build the Grimsley Health Sciences Community Foundation Building Total Grants $8,112 $46,000 to the Richmond County Community $10,000 to the Broad River Greenway for trail Support Center for its Indigent Prescription Drug restoration due to heavy rains and flooding from Program, which provides counseling and serves as Hurricane Frances an information and referral source to residents $2,500 to the Cleveland County Abuse Prevention $9,567 to the Richmond County Council on Aging Council to provide outreach services for men in the to purchase non-perishable home-delivered meals homeless shelter to clients outside the current service area $1,950 to Habitat for Humanity of Cleveland $17,266 to the Richmond County Historical Society County to expand the part-time coordinator's to research and write a book chronicling the history position of Richmond County from 1900 to 2000 $50,000 to Richmond County Hospice to support The Cole Foundation construction of a residential hospice facility and new Total Grants $822,583 administrative center $150,000 to Arts Richmond/Richmond County Arts $50,000 to Richmond County Schools to purchase Council for renovation of the existing Arts science kits for all Richmond County students Richmond Center grades K-8 $5,000 to the Boy Scouts of America - Central NC $23,000 to Richmond County Schools to construct a Council for a two-week survival challenge in new playground at Washington Street School Cimarron, New Mexico $8,500 to Rockingham Downtown Corp. to update $25,000 to the Boys & Girls Clubs of the Sandhills the sound system in the Richmond Community for an after-school tutoring program in Richmond Theatre County $25,000 to the Rockingham Housing Authority to $30,000 to Environmental Impact to develop a provide art classes designed to prepare students watershed restoration road map for the cleanup of interested in pursing art in college the Hitchcock Creek Watershed $8,000 to Rockingham Junior High School for the $30,000 to Friendship Trays to subsidize meals for annual Fine Arts Festival the homebound $15,650 to the United Way of Richmond County to $60,500 to the Humane Society of Richmond examine methods for improving access to existing County to build exercise areas and new kennels at services in the public and private sectors for county the facility residents $40,000 to the Leak Street Alumni to renovate the $54,000 to Womenfolk Unlimited to provide shelter bathrooms at the Leak Street Educational and and services for victims who are escaping domestic Cultural Center violence $50,100 to Mineral Springs School to complete the Barry Ridley Memorial Learning Garden

Important voices were at risk of being lost or never discovered until the Lincoln County Historical Association created the Lincoln County Voices Project. The goal of Voices is to docu- ment and preserve the history and heritage of Lincoln County's African American community. Historical Association staff members are collecting personal histories and cataloging docu- ments, photographs, artifacts and other related objects. A grant from the Lincoln County Community Foundation funded the purchase of audio equipment needed to conduct interviews with residents such as Leonard Holloway (pictured). The collected personal histories highlight the contributions of African Americans to the arts, culture, businesses and demographic makeup of Lincoln County. 22 Foundation For $25,000 to Elon Homes for Children for programs aimed at enhancing mental health and for after- Richmond County school programming No competitive grants awarded in 2004 $15,000 to the NC Center for Nonprofits for gener- Foundation For The Carolinas' al support Regional Grants $12,500 to NPower for operating support Total Grants $313,726 Children's Medical Fund $33,143 Encourages regional solutions to challenges Provides assistance – including medication, that cross geographic and political boundaries supplies, equipment, surgical procedures and African American Community special treatment – to children from families Foundation $20,000 with limited income $24,143 to Community Health Services to offset Supports the efforts that promote economic medical expenses incurred by children with critical self-reliance, equal opportunity, leadership medical needs skills and cultural awareness among the $5,000 to Community Health Services for adminis- region's African American community tering the Children's Medical program $10,000 to Advantage Learning Center for its $4,000 to LensCrafters Vision Van to provide eye Camp Bright Star summer camp that focuses on exams and glasses to students from Charlotte- math, science and character education for children Mecklenburg schools ages 5-12. Funds will be used to bring children from A Child's Place who are homeless or at a high Medical Research $65,891 risk of being homeless Provides seed funds to initiate promising new $10,000 to Seigle Avenue Partners to integrate the medical research projects Children's Defense Fund Freedom School curricu- lum into Seigle Avenue's existing out-of-school time $65,891 to Carolinas Medical Center, East Carolina program University, UNC-Chapel Hill, UNC-Chapel Hill – Lineberger Comprehensive Cancer Center and Building Regional Capacity $87,500 UNC-Charlotte for medical research Supports new and innovative projects for a Kate B. Reynolds Medication broad range of charitable purposes Assistance Program $107,192 $15,000 to the Charlotte Housing Authority Helps pay for prescription medications for for a feasibility study regarding an Scholarship Fund low-income individuals who are not covered endowment campaign by Medicaid or insurance $5,000 to Cherokee County Community Foundation for its operating fund $14,274 to Community Care Clinic in Rowan County $15,000 to Echo Foundation to bring six Nobel Laureates in the sciences to Charlotte for three days $5,774 to Community Care Clinic in Stanly County of intense dialogue and interaction with students, $9,274 to Community Free Clinic in Cabarrus teachers, school administrators, scientists, profes- County sionals, community leaders and the general public

From its headwaters high in the Blue Ridge Mountains, the Broad River first trickles, then cas- cades, and finally roars down the mountainside. During Hurricane Frances in 2004, that comfort- ing roar turned into a deafening bellow as heavy rains and flooding caused extensive damage to the Broad River Greenway trails. Downed trees, deep ruts and impassable areas have prevent- ed the public from having safe access to the 1,500-acre preserve. A grant from the Cleveland County Community Foundation is helping to restore the greenway so it can continue to reward visitors with glimpses of osprey and spotted sandpipers and engage them with landscape portraits painted by wildflowers, mountain laurel and wild azalea. 23 $9,774 to Department of Health in Cleveland Lincoln County County Community Foundation $8,274 to Department of Social Services in Total Grants $3,000 Mecklenburg County $700 to the American Red Cross to prepare stu- $9,774 to Diakonos (5th St. Ministries) in Iredell dents, their families and schools for disasters and County other emergencies $9,274 to HealthQuest in Union County $500 to East Lincoln Christian Ministry to provide $40,774 to MedAssist of Mecklenburg in holiday meals for families in need Mecklenburg County $800 to the Lincoln County Coalition Against Child Abuse for a program that helps children and educa- Iredell County tors better understand the underlying issues that Community Foundation contribute to child abuse and neglect Total Grants $20,000 $500 to the Lincoln County Historical Association to document and preserve the history and heritage $5,000 to Appropriate Punishment Options to pro- of the African American community in Lincoln vide competency-based life skills workshops to County youth ages 12-19, who have exited or are in danger of exiting the educational system $500 to the Lincoln Cultural Development Center to provide school-age children an opportunity to $5,000 to the Iredell County Partnership for Young attend performances and observe African works of Children to fund a Resource Development Director art by local African American artists to work with groups seeking grants for programs in the community Salisbury Community $2,000 to LifeSpan for a computer learning center in Troutman for adults with developmental Foundation, Inc. disabilities Total Grants $50,000 $2,000 to Mitchell Community College to provide $50,000 to Rowan County YMCA/Salisbury Branch personal development and education to minority to assist with construction of a full-service facility male students to help improve academic success $2,000 to the Mooresville-South Iredell Health Stanly County Assistance Clinic to provide funding for the Community Foundation Resource Development Director to research grant Total Grants $14,925 opportunities for the organization $2,000 to the Badin Historic Museum to restore and $2,000 to Teen Health to provide funding for the preserve a 1915 quadraplex unit Resource Development Director to research grant opportunities for the organization $2,925 to Friends of the Senior Center to provide services, training and support to caregivers of those $2,000 to The Jemsek Project to provide services to with dementia people living with HIV/AIDS who have no medical insurance and who do not qualify for medical assis- $4,000 to Stanly Community Christian Ministry to tance purchase needed medications for households where sickness has interrupted their lifestyles Lancaster County $2,000 to the Stanly County Partnership for Children to provide parent education and support Community Foundation to expecting parents and parents with children birth Total Grants $13,150 up to age 3 $2,000 to The Diabetes Education Center to edu- $4,000 to Stanly Memorial Hospital to provide chil- cate students at Clinton Elementary School about dren, who are victims of physical or sexual abuse, diabetes and the role nutrition and exercise play in and their families quicker access to medical exami- preventing diabetes nations, treatment and counseling $4,202 to Eastside Academy to build a walking track to promote healthier lifestyles, provide a safe Union County haven for exercise and add to the beauty and sur- roundings of the campus Community Foundation Total Grants $2,205 $2,650 to the Lancaster County Council of the Arts to provide instruction in pottery making for students $1,400 to the American Red Cross, Union County ages 12-18 in an alternative school program Chapter to educate citizens in the community who are caring for a person at home $1,495 to Lancaster County Schools for an Outdoor Wilderness Adventure at Eastside $805 to the Union County Community Shelter to Academy for students in grades 6 through 9 who install a shower in the shelter's lobby restroom have completed the program York County $2,803 to the Palmetto Citizens Against Sexual Assault to implement a system to videotape and Community Foundation record forensic interviews of children who have Total Grants $11,565 been victimized in order to prevent children from $3,065 to the Anne Springs Close Greenway to being interviewed by numerous agencies develop new historical and environmental exhibits at Graham Cabin to help families and school chil- Lexington Area dren better understand early life in York County Community Foundation $2,500 to the Clover Area Assistance Center to pur- Total Grants $1,000 chase medicines for those in need in the community $1,000 to the Davidson County Community $6,000 to the Second Harvest Food Bank of College to support its 40th Anniversary Celebration Metrolina to provide nutritious food during the weekends for children who are at risk for hunger

24 all total grant $ distributions 52,983,246

This listing includes all grants recommended by Foundation donors and clients to benefit nonprofits in the Charlotte region and throughout the United States. In addition, the list includes competitive grants awarded through the Foundation's numerous affiliates.

arts education $3,197,608 $12,692,432

environment $15,491,924

seniors $263,293 religion health $8,520,736 $3,055,092

human services $6,972,491 public & civic $2,154,263 youth $ 635,407

Grant figures are cumulative and may represent numerous grants.

NC Dance Theatre, Charlotte, NC 134,624 arts North Carolina Blumenthal 47,021 $ Performing Arts Center, Charlotte, NC 3,197,608 Opera Carolina, Charlotte, NC 35,701 Afro-American Cultural Center, $13,999 Penland School of Crafts, Penland, NC 65,350 Charlotte, NC Piedmont Players Theatre, Salisbury, NC 37,000 Arts & Science Council, Charlotte, NC 1,385,308 Queen's Table Restricted Fund, Charlotte, NC 32,000 Arts Richmond/Richmond County 150,000 Salisbury-Rowan Symphony Society, 26,950 Arts Council, Rockingham, NC Salisbury, NC Atlanta Opera Association, Atlanta, GA 135,000 Waterworks Visual Arts Center, Salisbury, NC 41,200 Brevard Music Center, Brevard, NC 20,750 Zion Center for Worship and the Arts, 40,000 Cabarrus Arts Council, Concord, NC 26,250 Charlotte NC Carolinas Concert Association, Charlotte, NC 10,500 Others (56 less than $10,000 each) $111,232 Charlotte Repertory Theatre, Charlotte, NC 18,793 Charlotte Symphony Orchestra, 153,680 education Charlotte, NC $ Children's Theatre of Charlotte, 345,263 12,692,432 Charlotte, NC Above and Beyond Students, Charlotte, NC $40,000 Community School of the Arts, Charlotte, NC 35,946 Adventist Christian Academy, Charlotte, NC 16,195 Foundation for the Arts & Sciences, 78,166 Appalachian State University, Boone, NC 28,350 Charlotte, NC Asheville School, Asheville, NC 40,500 Foundation For The Arts & Sciences 23,500 Operating Fund, Charlotte, NC Ashley Hall Foundation, Charleston, SC 100,000 High Museum of Art, Atlanta, GA 20,000 Belmont Abbey College, Belmont, NC 19,250 McColl Center for Visual Art, Charlotte, NC 34,800 Berean Junior Academy, Charlotte, NC 11,422 Mint Museum of Art, Charlotte, NC 174,575 Brevard College, Brevard, NC 2,100,255 25 education (continued) Gainesville City Schools, Gainseville, GA 10,000 Brookstone Schools of Mecklenburg County, 20,100 Garr Christian School, Charlotte, NC 26,738 Charlotte, NC Georgia Tech Foundation, Atlanta, GA 22,100 Brown University, Providence, RI 10,000 Gordon-Conwell Theological Seminary, 34,500 The California Institute of Technology, 300,000 South Hamilton, MA Pasadena, CA Greensboro Day School, Greensboro, NC 15,000 Campbell University, Buies Creek, NC 14,500 Hampden-Sydney College, 151,750 Canterbury School, Greensboro, NC 15,000 Hampden-Sydney, VA Catawba College, Salisbury, NC 597,390 Healthy Children of Rowan County, Inc., 22,750 Central Avenue Bilingual Preschool, 61,695 Salisbury, NC Charlotte, NC Hickory Grove Baptist Christian School, 33,162 Central Piedmont Community College, 27,129 Charlotte, NC Charlotte, NC Highlands Community Child Development 10,000 Central Piedmont Community College 24,386 Center, Highlands, NC Foundation, Charlotte, NC Hiram College, Hiram, OH 100,000 Chapel of Christ The King Weekday 27,700 Hood Theological Seminary, Salisbury, NC 316,000 School Inc.,Charlotte, NC Johnson C. Smith University, Charlotte, NC 13,800 Character Builders Christian Academy, 10,295 Kings Academy, Florence, SC 10,500 Charlotte, NC LSU Foundation, Baton Rouge, LA 12,000 Charlotte Advocates for Education, 15,500 Charlotte, NC La Grange College, La Grange, GA 50,000 Charlotte Children's Scholarship Fund, 36,250 Lee Institute, Charlotte, NC 301,500 Charlotte, NC Levine Museum of the New South, 134,800 Charlotte Christian School, Charlotte, NC 28,040 Charlotte, NC Charlotte Country Day School, Charlotte, NC 243,837 Lexington Educational Association - 13,500 Project Potential, Lexington, NC Charlotte Housing Authority 24,553 Scholarship Fund, Charlotte, NC Lineberger Comprehensive Cancer Center, 16,243 Chapel Hill, NC Charlotte Islamic School, Inc., Charlotte, NC 16,875 Linville Foundation, Linville, NC 98,150 Charlotte Latin School, Charlotte, NC 90,250 Livingstone College, Salisbury, NC 40,800 Charlotte Mecklenburg Schools, 51,032 Charlotte, NC Mars Hill College, Mars Hill, NC 40,500 Chatham Hall, Chatham Hall, VA 12,250 McCallie School, Chattanooga, TN 55,900 Classroom Central, Charlotte, NC 26,844 NC A&T State University, Greensboro, NC 26,500 Clemson University, Clemson, SC 50,100 NC Central University, Durham, NC 11,250 Clemson University IPTAY Club, Clemson, SC 51,600 NC High School Athletic Association, 12,000 Chapel Hill, NC Converse College, Spartanburg, SC 332,389 NC State University, Raleigh,NC 28,800 Crossnore School, Crossnore, NC 27,700 NC State University-Financial Aid, 86,425 Culture and Heritage Foundation, Inc., 10,250 Raleigh, NC Rock Hill, SC NC State University Foundation, Raleigh, NC 23,500 Dallas Theological Seminary, Dallas, TX 18,000 Nations Ford Christian Academy, 12,930 Davidson College, Davidson, NC 473,400 Charlotte, NC Dental Foundation of North Carolina, Inc., 99,741 New Life Christian Academy, Charlotte, NC 22,982 Chapel Hill, NC North Carolina Outward Bound, 11,000 Discovery Place, Charlotte, NC 75,373 Asheville, NC Duke University, Durham, NC 652,235 Northside Christian Academy, Charlotte, NC 47,337 East Carolina University, Greenville, NC 42,715 NPower Charlotte Region, Inc., 159,452 East Carolina University Foundation, 15,222 Charlotte, NC Greenville, NC Paw Creek Christian Academy, Charlotte, NC 14,550 Educational Foundation, Chapel Hill, NC 36,500 Peace College, Raleigh, NC 14,000 Emory University, Atlanta, GA 137,500 The Pegasus School, Huntington Beach, CA 250,000 Episcopal High School, Alexandria, VA 45,615 Pfeiffer University, Misenheimer, NC 45,500 Evelyn Mack Academy Inc., Charlotte, NC 21,075 Porter-Gaud School, Charleston, SC 22,000 First Assembly Christian School, Concord, NC 10,590 Presbyterian College, Clinton, SC 22,500 Fletcher School, Charlotte, NC 66,810 Providence Day School, Charlotte, NC 28,338 Foundation of the University of 53,885 Public Library of Charlotte & 26,500 North Carolina, Charlotte, NC Mecklenburg County, Charlotte, NC Fuller Theological Seminary, Pasedena, CA 13,000 Queens University of Charlotte, 248,340 Fuqua School of Business, Durham, NC 10,000 Charlotte, NC Furman University, Greenville, SC 11,250 Randolph Macon Women's College, 204,250 Lynchburg, VA 26 education (continued) Resurrection Christian School, Charlotte, NC 53,264 environment Rhodes College, Memphis, TN 15,000 $ Richmond Community College Foundation, 126,000 15,491,924 Hamlet, NC American Chestnut Foundation, $200,250 Richmond County Schools, Hamlet, NC 123,100 Bennington, VT St. Anne's-Belfield School, Charlottesville, VA 11,000 American Forests, Washington, DC 50,250 Salem Academy & College, 29,750 Appalachian Voices, Boone, NC 135,000 Winston-Salem, NC Audubon South Carolina, Harleyville, SC 10,000 Salem College, Winston-Salem, NC 11,000 Blue Ridge Environmental Defense League, 50,000 Salisbury High School, Salisbury, NC 316,602 Glendale Springs, NC Savannah College of Art & Design, 25,000 Canary Coalition, Sylva, NC 15,000 Savannah, GA Carolina Raptor Center, Charlotte, NC 11,350 Southern Methodist University, Dallas, TX 10,000 Catawba Lands Conservancy, Charlotte, NC 62,500 Stanly Community College Foundation, 11,320 Charlotte Museum of History, Inc., 168,877 Albemarle, NC Charlotte, NC Texas A&M University-Kingsville Foundation, 20,000 Clean Water for North Carolina, Asheville, NC 40,000 Kingsville, TX Conservation Council of North Carolina 25,000 Trinity Episcopal School, Charlotte, NC 34,198 Foundation, Raleigh, NC UNC-Chapel Hill, Chapel Hill, NC 376,539 Conservation Fund, Arlington, VA 2,050,000 UNC-Charlotte, Charlotte, NC 159,730 Conservation International Foundation, 10,000 UNC-Charlotte Athletic Foundation, 40,246 Washington, DC Charlotte, NC Conservation Trust for North Carolina, 2,719,000 UNC-Greensboro, Greensboro, NC 29,150 Raleigh, NC UNC-Pembroke, Pembroke, NC 28,400 Daniel Jonathan Stowe Conservancy, 77,000 Belmont, NC UNC-School of Law Foundation, Inc., 26,000 Chapel Hill, NC Dogwood Alliance, Asheville, NC 77,000 UNC-Wilmington, Wilmington, NC 19,720 Ducks Unlimited, Memphis, TN 41,000 Union Theological Seminary & 176,600 Earth Island Institute, Pasadena, CA 10,000 Presbyterian School, Charlotte, NC EarthJustice Legal Defense Fund, 100,250 Union Theological Seminary & 26,500 Oakland, CA Presbyterian School, Richmond, VA Environmental Defense, Raleigh, NC 26,500 United Negro College Fund,Charlotte, NC 10,000 Environmental Impact, Aberdeen, NC 30,000 University City Preparatory Academy, 38,502 Environmental Support Center, Inc., 10,000 Charlotte, NC Washington, DC University of Massachusetts at Lowell Alumni, 10,000 Friends of Great Smoky Mountains 25,000 Lowell, MA National Park, Waynesville, NC University of South Carolina, Columbia, SC 37,600 Friends of the Earth, Washington, DC 100,000 University of Virginia, Charlottesville, VA 14,250 GreenBlue Institute, Charlottesville, VA 10,000 Victory Christian Center School, 93,993 Hebrew Cemetery Association, Charlotte, NC 10,491 Charlotte, NC Historic Salisbury Foundation, Salisbury, NC 17,769 Virginia Episcopal School, Lynchburg, VA 35,712 The LandTrust for Central North Carolina, 1,360,900 WFAE - University Radio Foundation, 11,565 Salisbury, NC Charlotte, NC League of Conservation Voters 200,000 WTVI, Charlotte, NC 42,715 Education Fund, Washington, DC Wake Forest University, Winston-Salem, NC 133,790 National Audubon Society, Chapel Hill, NC 96,000 Warren Wilson College, Asheville, NC 40,756 National Committee for the New River, 10,000 Washington & Lee University, Lexington, VA 31,950 West Jefferson, NC West Charlotte High School, Charlotte, NC 12,064 National Forest Protection Alliance, 45,000 Charlottesville, VA Western Carolina University, Cullowhee, NC 17,250 Natural Resources Defense Council, 100,000 Wingate University, Wingate, NC 10,200 New York, NY Winston-Salem State University, 39,900 NC Coastal Federation, Newport, NC 151,250 Winston-Salem, NC NC Coastal Land Trust, Wilmington, NC 91,000 Winthrop University, Rock Hill, SC 12,900 NC Conservation Network, Raleigh, NC 32,500 Winthrop University Foundation, Rock Hill, SC 11,800 NC Environmental Defense Fund, 355,000 Woodberry Forest School, 31,488 Raleigh, NC Woodberry Forest, VA NC Nature Conservancy, Durham, NC 171,250 Woodward Academy, College Park, GA 25,000 NC Outward Bound School, Asheville, NC 24,370 Others (509 less than $10,000) $1,209,607

27 environment (continued) American Red Cross, Salisbury, NC 86,403 NC Waste Awareness & Reduction Network, 15,000 Brain Tumor Fund for the Carolinas, 12,100 Durham, NC Charlotte, NC North Carolina Transportation Museum 10,200 Carolinas Healthcare Foundation, 252,289 Foundation, Spencer, NC Charlotte, NC North Carolina Waterfowl Association, 32,500 Carolinas Medical Center, Charlotte, NC 10,000 Greenville, NC Close To A Cure, A Fund For Parkinson's 18,520 Partners for Parks, Charlotte, NC 105,000 Research, Charlotte, NC Population Action International, 25,000 Community Care Clinic of Rowan County, 87,492 Washington, DC Salisbury, NC Richmond County Historical Society, 17,266 Community Free Clinic, Concord, NC 14,824 Rockingham, NC Community Health Services, Charlotte, NC 58,133 RiverLink, Asheville,NC 100,000 Diakonos (5th St. Ministries), Statesville, NC 14,024 Rowan County Parks & Recreation Dept., 251,000 Dowd YMCA, Charlotte, NC 14,340 Salisbury, NC Drug Policy Alliance, New York, NY 20,000 Sierra Club Foundation, San Francisco, CA 344,000 Duke Comprehensive Cancer Center, 48,200 South Carolina Coastal Conservation League, 10,000 Durham, NC Charleston, SC Duke University Children's Hospital, 20,000 Southern Alliance for Clean Energy, 20,000 Durham, NC Asheville, NC Duke University Medical Center, 152,500 Southern Appalachian Forest Coalition, 101,000 Durham, NC Asheville, NC Greater Cleveland County Baptist 42,248 Southern Appalachian Biodiversity Project, 81,250 Association, Shelby, NC Asheville, NC Health Sciences Foundation of M.U.S.C., 125,036 Southern Appalachian Highlands 1,868,250 Charleston, SC Conservancy, Asheville, NC Heineman Medical Research Center, 18,250 Southern Environmental Law Center, 3,041,500 Charlotte, NC Chapel Hill, NC Hornet's Nest MS Fund, Charlotte, NC 10,000 Southern Environmental Law Center, 35,000 Charlottesville, VA Hospice & Palliative Care Charlotte Region, 20,800 Charlotte, NC Southwings, Asheville, NC 45,000 Hospice of Cleveland County, Shelby, NC 10,282 Sustainable North Carolina, Raleigh, NC 12,000 Hospice of Iredell County, Statesville, NC 18,500 UNC-Charlotte, Charlotte, NC 10,000 Jeff Gordon Foundation, Harrisburg, NC 25,000 Union of Concerned Scientists, 50,000 Cambridge, MA Juvenile Diabetes Research Foundation 15,515 International, Charlotte, NC Voices and Choices, Charlotte, NC 119,007 Lance Armstrong Foundation, Austin, TX 20,000 Western North Carolina Alliance, 125,000 Asheville, NC Lineberger Cancer Research Center, 10,300 Chapel Hill, NC Western North Carolina Development 10,000 Association, Inc., Asheville, NC Marrow Foundation - Hendrick Program, 102,500 Charlotte, NC Wild South, Moulton, AL 65,000 Mecklenburg Medical Alliance Endowment, 65,000 Wilderness Society, Atlanta, GA 50,000 Charlotte, NC World Stewardship Institute, Santa Rosa, CA 12,000 MedAssist of Mecklenburg, Charlotte, NC 53,774 York County Culture & Heritage Commission, 30,000 Medical Foundation of North Carolina, 10,500 Rock Hill, SC Chapel Hill, NC Others (93 less than $10,000) $187,444 Mental Health Association in North Carolina, 18,245 Raleigh, NC health Mission St. Joseph's Healthcare 10,500 $ Foundation, Inc., Asheville, NC 3,055,092 Northeast Medical Center Foundation, Inc., 10,417 ALS Association - Jim Catfish Hunter $11,000 Concord, NC Chapter, Raleigh, NC Parkinson's Association, Charlotte, NC 27,057 ALS Therapy Development Foundation, 10,000 Presbyterian Hospital Foundation, 48,213 Cambridge, MA Charlotte, NC American Cancer Society - Mecklenburg Unit, 74,738 Regional HIV/AIDS Consortium, 44,750 Charlotte, NC Charlotte, NC American Red Cross, Central NC Chapter, 12,000 Robert Packard Center for ALS Research 10,000 Henderson, NC at Johns Hopkins, Baltimore, MD American Red Cross, Charlotte, NC 10,650 Rowan Regional Medical Center 1,134,601 American Red Cross, Concord, NC 21,250 Foundation, Salisbury, NC American Red Cross, Reidsville, NC 17,660 Others (40 less than $10,000) $251,821 28 Graham County Department of 12,634 human services Social Services, Robbinsville, NC $ Greensboro Urban Ministry, Greensboro, NC 103,340 6,972,491 Habitat for Humanity of Charlotte, 41,680 Charlotte, NC A Child's Place, Charlotte, NC 11,500 Harnett County Department of Social Services, 10,662 Alexander Youth Network, Charlotte, NC 18,323 Lillington, NC Anderson Interfaith Ministries Inc., 17,449 Harvest Kitchen, Charlotte, NC 78,108 Anderson, SC Helping Hands of Georgetown, 10,000 Atlanta Union Mission, Atlanta, GA 20,000 Georgetown, SC Baptist Children's Home of North Carolina, 76,800 The Hunger Project, New York, NY 71,500 Thomasville, NC Inter-Faith Council for Social Services, 27,778 Blue Ridge Opportunity Commission, Inc., 18,065 Carrboro, NC North Wilkesboro, NC Interfaith Assistance Ministry, Inc., 71,703 Boys & Girls Club of Cabarrus County, 27,000 Hendersonville, NC Concord, NC International House, Charlotte, NC 39,022 Burke United Christian Ministries, 13,265 Morganton, NC J. F. Hurley Family YMCA, Salisbury, NC 11,000 Cabarrus Cooperative Christian Ministry, 105,899 J. Smith Young YMCA, Lexington, NC 11,000 Concord, NC Jackson County Department of 16,795 Cabarrus Meals On Wheels, Concord, NC 20,250 Social Services, Sylva, NC Caldwell County Yokefellow, Inc., Lenoir, NC 14,988 Jacob's Ladder Job Center, Charlotte, NC 22,000 Cannon Memorial YMCA, Kannapolis, NC 22,500 Joshua's, Inc., Charlotte, NC 10,500 Catholic Social Ministries, Raleigh, NC 11,000 Junior Charity League of Concord, 25,000 Concord, NC Charlotte Lesbian and Gay Fund, 10,000 Charlotte, NC Kinder-Mourn, Charlotte, NC 10,100 Charlotte Emergency Housing, Charlotte, NC 28,250 Lakewood Preschool Corporation, 53,787 Charlotte, NC Charlotte Pregnancy Care, Charlotte, NC 11,260 Latin American Coalition, Charlotte, NC 20,000 Charlotte Rescue Mission, Charlotte, NC 17,778 Leak Street Alumni, Rockingham, NC 40,000 Children and Family Services Center, 221,432 Charlotte, NC Love INC of Mecklenburg County, 15,510 Charlotte, NC Children and Family Services Center Fund, 385,054 Charlotte, NC MDC, Chapel Hill, NC 15,000 Choanoke Area Development Association, 14,279 Macon County Care Network, Franklin, NC 21,464 Rich Square, NC Martin County Department of Social Services, 14,994 Christian Crisis Center, Inc., Taylorsville, NC 15,324 Williamston, NC Clemson Community Care Inc., Clemson, SC 10,325 Matthews Help Center, Matthews, NC 11,655 Community Food Rescue, Charlotte, NC 22,700 Maxwell M. Corpening Jr. 19,749 Memorial Foundation, Marion, NC Cooperative Christian Ministries - 11,271 Rockingham, Eden, NC Mooresville Area Christian Mission, 19,522 Mooresville, NC Council For Children, Charlotte, NC 157,937 NC Center for Non-profit Organizations, 15,250 Crisis Assistance Ministry, Charlotte, NC 310,905 Raleigh, NC Crisis Assistance Ministry of 31,072 National Conference for Community 13,750 Greater Gastonia, Gastonia, NC and Justice, Charlotte, NC Crisis Control Ministry, Winston-Salem, NC 180,245 100 Black Men of Greater Charlotte, 15,000 Durham County Social Services, Durham, NC 78,607 Charlotte, NC Eastern Catawba Cooperative 14,316 Open Door Ministries of High Point, Inc., 11,388 Christian Ministry, Newton, NC High Point, NC Echo Foundation, Charlotte, NC 89,500 Opportunity International, Inc., Oak Brook, IL 10,000 Elon Homes for Children, Elon, NC 47,072 Our Towns of Lake Norman 16,000 Family Center, Charlotte, NC 44,850 Habitat for Humanity, Davidson, NC Family Services of Davidson County, 26,750 Planned Parenthood Golden Gate, 30,000 Lexington, NC San Francisco, CA Feed the Children, Oklahoma City, OK 32,400 Planned Parenthood Health Systems - 68,445 Charlotte, Charlotte, NC Foundation For The Carolinas, Charlotte, NC 13,520 Population Communications International, 100,000 Georgetown County United Way, 25,000 New York, NY Georgetown, SC Population Connection, Washington, DC 11,000 Golden Strip Emergency Relief & Resources 14,772 Agency, Simpsonville, SC Prevent Blindness North Carolina, 10,000 Raleigh, NC Good Fellows Club, Charlotte, NC 11,750

29 human services (continued) YMCA Blue Ridge Assembly, 17,925 Recording For The Blind & Dyslexic - Virginia, 14,000 Black Mountain, NC Charlottesville, VA YMCA Harris Branch, Charlotte, NC 10,000 Richmond County Community 46,000 YMCA of Greater Charlotte, Charlotte, NC 88,872 Support Center, Rockingham, NC YMCA of Rowan County, Salisbury, NC 110,100 Rockingham Housing Authority, 25,000 YWCA of the Central Carolinas, 72,063 Rockingham, NC Charlotte, NC Rowan Helping Ministries, Salisbury, NC 124,472 Yokefellow Service Center, Spindale, NC 37,744 St. Peter's Homes/McCreesh Place, 10,000 Youth Homes, Inc., Charlotte, NC 43,000 Charlotte, NC Others (297 less than $10,000) $846,782 The Salvation Army, Charlotte, NC 61,980 The Salvation Army, Concord, NC 24,900 public & civic The Salvation Army, Gastonia, NC 11,662 $ The Salvation Army, Henderson, NC 10,230 2,154,263 The Salvation Army - Hickory, Hickory, NC 16,703 Advantage Carolina Foundation, 47,500 The Salvation Army - Mount Airy, 12,547 Charlotte, NC Mt. Airy, NC Americans United for Separation of 40,000 The Salvation Army - Reidsville, 20,454 Church & State, Washington, DC Reidsville, NC Beta Theta Pi Foundation, Oxford, OH 20,000 The Salvation Army, Salisbury, NC 28,039 Carolina Rowing Foundation, Charlotte, NC 10,000 The Salvation Army - Winston-Salem, 20,299 Center for Immigration Studies, 80,000 Winston-Salem, NC Washington, DC Second Harvest Food Bank of Metrolina, 14,000 Center for Reproductive Law & Policy, 75,000 Charlotte, NC, New York, NY Seigle Avenue Preschool Cooperative, 54,796 Charlotte Communities of Shalom, 10,000 Charlotte, NC Charlotte, NC Society of St. Andrew, Durham, NC 100,000 Charlotte Regional Sports Commission, 20,250 South Caldwell Christian Ministries, 10,392 Charlotte, NC Granite Falls, NC Charlotte-Mecklenburg Police Department, 63,000 Sunbelt Human Advancement Resources, Inc., 25,850 Charlotte, NC Greenville, SC City of Rock Hill, Rock Hill, SC 13,000 Swain County Department of Social Services, 14,726 Community Building Initiative, Charlotte, NC 106,333 Bryson City, NC Community Foundations of America, 75,000 Thermal Belt Outreach Ministry, 10,432 Louisville, KY Columbus, NC The Community Foundation of Davie County, 10,282 Thompson Children's Home, Charlotte, NC 129,637 Mocksville, NC Tri-County Christian Crisis Ministry, Inc., 22,267 Charlotte-Mecklenburg Crime Stoppers, 21,754 Elkin, NC Charlotte, NC Union County Crisis Assistance Ministry, 15,244 Cumberland County Animal Haven, 110,838 Monroe, NC Fayetteville, NC United Way of Alamance County, 39,565 The Emily Krzyewski Family LIFE Center, 25,000 Burlington, NC Durham, NC United Way of Central Carolinas, 850,198 Federation for American Immigration Reform, 150,000 Charlotte, NC Washington, DC United Way of Iredell-Statesville, 22,375 Foundation For The Carolinas - Building Fund, 39,525 Statesville, NC Charlotte, NC United Way of Richmond County, 15,650 Housing Opportunity Foundation, 65,750 Rockingham, NC Charlotte, NC United Way of Rowan County, Salisbury, NC 62,720 Humane Society of Richmond County, 60,500 United Way of Santa Fe County, 10,000 Rockingham, NC Santa Fe, NM Justice Initiatives, Inc., Charlotte, NC 25,000 United Way Services of Cleveland, 25,000 League of Conservation Voters 50,000 Cleveland, OH Education Fund, Washington, DC Urban League of Central Carolinas, 19,000 The Lynnwood Foundation, Charlotte, NC 71,748 Charlotte, NC MPP Foundation, Washington, DC 60,000 Waccamaw Community Foundation, 11,323 Myrtle Beach, SC NC Center for International Understanding, 28,800 Raleigh, NC Wachovia Corporation, Charlotte, NC 196,846 New Life Mobility Assistance Dogs, 10,000 Wachovia Relief Fund, Winston-Salem, NC 268,785 Moravian Falls, NC Womenfolk Unlimited, Rockingham, NC 54,000 Numbers USA.Com, Arlington, VA 200,000 Word of Faith Ministries, Kenansville, NC 11,329 O. L. Miller Orthopedic Clinic, Charlotte, NC 60,250 World Vision, Federal Way, WA 12,500 30 public & civic (continued) Church of the Redeemer, Shelby, NC 33,000 Park Square Advocates, Boston, MA 10,000 Cokesbury United Methodist Church, 100,000 Population Media Center, Shelburne, VT 100,000 Charlotte, NC Salisbury Community Development Corp., 13,646 Columbia International University, 51,282 Salisbury, NC Columbia, SC Seigle Avenue Partners, Charlotte, NC 15,000 Cooperative Christian Ministry, Concord, NC 31,500 Smith Barney Charitable Trust, Inc., 124,132 Covenant Presbyterian Church, Charlotte, NC 46,527 New York, NY Crown Financial Ministries, Gainesville, GA 12,250 U.S., Petoskey, MI 40,000 Davidson College Presbyterian Church, 73,465 United Jewish Appeal Federation of 16,000 Davidson, NC Jewish Philanthropy, New York, NY Davidson United Methodist Church, 27,830 United Jewish Communities, New York, NY 15,000 Davidson, NC William J. Clinton Presidential Foundation, 40,965 Diocese of Charlotte, Charlotte, NC 16,000 Little Rock, AR East Belmont Presbyterian Church, 10,000 The Women's Impact Fund, Charlotte, NC 26,150 Belmont, NC YMCA of Greater Charlotte, Charlotte, NC 40,000 The Episcopal Church of Our Savior, 12,558 Rock Hill, SC Others (134 less than $10,000) $163,840 First Baptist Church, Salisbury, NC 18,400 religion First Baptist Church, Shelby, NC 13,081 $ First Baptist Church, Spencer, NC 12,000 8,520,736 First Baptist Church, Statesville, NC 11,000 2XSalt, Inc., Charlotte, NC 11,500 First Presbyterian Church, Albemarle, NC 12,000 African Leadership, Franklin, TN 20,000 First Presbyterian Church, Charlotte, NC 232,483 Ascension Lutheran Church, Charlotte, NC 15,000 First Presbyterian Church of Concord, 15,637 Concord, NC Avondale Presbyterian Church, Charlotte, NC 25,000 First Presbyterian Church, Salisbury, NC 328,089 Barnabas Center, Charlotte, NC 19,300 First Presbyterian Church, Statesville, NC 17,961 Bethel Presbyterian Church, Cornelius, NC 21,796 First Presbyterian Church, Monroe, NC 31,918 Bethlehem Presbyterian Church, Monroe, NC 12,500 First United Methodist Church, Austell, GA 33,941 Billy Graham Evangelistic Association, 1,014,815 Charlotte, NC First United Methodist Church, Charlotte, NC 57,050 Break Thru Ministries, Inc., Charlotte, NC 18,000 First United Methodist Church, Lexington, NC 43,147 Campus Crusade for Christ International, 53,050 First United Methodist Church, Salisbury, NC 44,970 Orlando, FL Forest Hill Presbyterian Church, Charlotte, NC 38,500 Carmel Baptist Church, Matthews, NC 15,000 Forest Hill United Methodist Church, 20,000 Carolina Sports Outreach, Charlotte, NC 22,250 Concord, NC Carolina Youth Commission, Charlotte, NC 21,317 Forest Park Presbyterian Church, 12,000 Statesville, NC Caswell County Parish, Inc., Yanceyville, NC 13,253 Foundation of Shalom Park, Charlotte, NC 282,559 The Cathedral of All Souls, Asheville, NC 19,951 Friendship Baptist Church, Atlanta, GA 15,000 Cathedral of St. Phillip, Atlanta, GA 12,000 Gideons International - Stanley South Camp, 26,800 Celo Monthly Meeting of Friends, 13,775 Albemarle, NC Burnsville, NC Grace Community Church, Greensboro, NC 27,041 Central Church of God, Charlotte, NC 25,700 Grace Fellowship Church, Shelby, NC 14,500 Central United Methodist Church, 16,000 Concord, NC Greater Hickory Cooperative 16,703 Christian Ministry, Hickory, NC Central United Methodist Church, Shelby, NC 56,385 International Foundation, Washington, DC 10,000 Chamber Music At St. Peter's, Charlotte, NC 12,000 Jewish Community Center, Charlotte, NC 55,913 Charlotte Center for Urban Ministry, 77,900 Charlotte, NC Jewish Federation of Greater Charlotte, 349,472 Charlotte, NC Charlotte Communities of Shalom, 26,486 Charlotte, NC King of Kings Church - Charlotte, 10,000 Charlotte, NC Christ Church, Lancaster, SC 38,000 Knox Fellowship, Burlingame, CA 10,000 Christ Episcopal Church, Charlotte, NC 382,619 Lausanne Committee for World 10,000 Christ Lutheran Church, Charlotte, NC 53,407 Evangelization, San Clemente, CA Christ The King Lutheran Church, 20,000 Life Teen, Inc., Mesa, AZ 10,000 Charlotte, NC Living Word Lutheran Church, 21,000 Christian Ministry of Lincoln County, 30,750 The Woodlands, TX Lincolnton, NC Macedonia United Methodist Church, 10,000 Church at Charlotte, Charlotte, NC 28,917 Mullins, SC

31 religion (continued) Uptown Christ Covenant Church, 92,923 Manna Christian Missions, Bonita Springs, FL 28,500 Charlotte, NC Matthews Presbyterian Church, 13,000 Victory Life Ministry, Paris, PA 10,000 Matthews, NC West Stanly Christian Ministry, Stanfield, NC 20,000 Meadowview Presbyterian Church, 10,000 Westminster Presbyterian Church, 18,250 Lexington, NC Charlotte, NC Moravian Church In America 62,946 Women of Vision/World Vision, 11,500 Southern Providence, Winston-Salem, NC Laguna Hills, CA Myers Park Baptist Church, Charlotte, NC 51,200 World Team, Warrington, PA 13,268 Myers Park Presbyterian Church, 892,556 Wycliffe Bible Translators, Orlando, FL 14,300 Charlotte, NC Young Life, Colorado Springs, CO 17,530 Myers Park United Methodist Church, 261,413 Young Life of Charlotte, Charlotte, NC 15,423 Charlotte, NC Youth With A Mission-Charlotte, Inc., 10,000 New Covenant Church, Clyde, NC 10,250 Monroe, NC Northwestern Rockingham Community 10,018 Others (298 less than $10,000) $651,010 Ministries, Madison, NC Park Road Baptist Church, Charlotte, NC 37,161 seniors Philadelphia Baptist Church, Stanfield, NC 20,000 $ Presbyterian Forum Foundation, 10,000 263,293 Greenville, MS Coltrane L.I.F.E. Center, Concord, NC 13,085 Providence Baptist Church, Charlotte, NC 59,250 Friendship Trays, Charlotte, NC 52,220 Providence United Methodist Church, 27,512 Charlotte, NC Lutheran Services for the Aging, 22,312 Salisbury, NC Randleman Friends Meeting, Randleman, NC 16,752 The Pines at Davidson, Davidson, NC 31,900 Richland Presbyterian Church, Richland, SC 12,219 Richmond County Hospice, Inc., 50,000 St. Gabriel Catholic Church, Charlotte, NC 27,281 Rockingham, NC St. John's Baptist Church, Charlotte, NC 47,749 Scotia Village Foundation, Laurinburg, NC 10,000 St. John's Episcopal Church, Charlotte, NC 637,662 Southminster Foundation, Charlotte, NC 14,850 St. John's Lutheran Church, Salisbury, NC 18,123 Others (17 less than $10,000) $68,926 St. Luke's Episcopal Church, Salisbury, NC 53,935 St. Mark's Evangelical Lutheran 26,875 youth Church of Charlotte, Charlotte, NC $ St. Martin's Episcopal Church, Charlotte, NC 19,000 635,407 St. Michael's Episcopal Church, 170,000 Big Brothers Big Sisters of Greater Charlotte, $12,550 Charleston, SC Charlotte, NC St. Peter's Catholic Church, Charlotte, NC 33,150 Big Brothers Big Sisters of Metro Chicago, 11,830 St. Peter's Episcopal Church, Charlotte, NC 49,037 Chicago, IL St. Stephen United Methodist Church, 58,500 Boy Scouts of America - 30,500 Charlotte, NC Central NC Council, Albemarle, NC Sardis Presbyterian Church, Charlotte, NC 115,150 Boy Scouts of America - 74,439 Search Ministries (Charlotte Area), 40,861 Mecklenburg County Council, Charlotte, NC Charlotte, NC Boys and Girls Club of the Sandhills, Inc., 25,000 SIM USA - Serving in Mission, Charlotte, NC 15,507 Southern Pines, NC South Mecklenburg Presbyterian Church, 64,000 First Tee of Charlotte, Inc., Charlotte, NC 25,500 Charlotte, NC Girls on the Run, Charlotte, NC 15,550 Stanly Community Christian Ministry, 32,860 Hands On Missions, Shelby, NC 80,700 Albemarle, NC Hispanic Cultural Center of Charlotte, 10,000 Steele Creek Presbyterian Church, 14,350 Charlotte, NC Charlotte, NC Make-A-Wish Foundation of Central and 10,500 Temple Beth El, Charlotte, NC 103,755 Western North Carolina, Charlotte, NC Temple Israel, Charlotte, NC 148,802 Partners in Out-of-School Time (POST), 151,993 Transylvania Christian Ministries, 39,860 Charlotte, NC Brevard, NC Right Moves For Youth, Charlotte, NC 42,050 Trinity Episcopal Church, Statesville, NC 34,200 Summit House, Charlotte, NC 10,000 Trinity Lutheran Church, Landis, NC 15,000 YMCA - Camp Thunderbird, Lake Wylie, SC 12,800 Trinity Wesleyan Church, Salisbury, NC 10,000 Others (49 less than $10,000) $121,995 United Ministries, Greenville, SC 25,850

32 non- endowed gift funds

Non-endowed gift funds enable you to make grant recommendations that may be paid from both income and principal. You may distribute your entire gift fund bal- ance. Gifts are deductible at the time you make them to the Foundation, and you can make grants at times and in amounts most advantageous to you. This partial listing of non-endowed funds is inclusive as of December 2004. Funds established in 2004 are in red.

DONOR ADVISED FUNDS allow individuals, families and corporations to be personally involved in the grantmaking process aC. B. Adams Family Fund Bob Brady Charitable Gift Fund John William and Judith Brown Alexander The Joseph L. Brady, Jr. Gift Fund Donor Advised Fund Mr. and Mrs. Benton S. Bragg Donor Advised Fund Marilyn and Hooper Alexander Fund Frank Bragg Family Donor Advised Fund John and Louise Allred Fund John F. Bragg, III and Catherine C. Bragg Donor Fund Debby and Steele Alphin Family Donor Advised Fund Phillips and Leslie Bragg Fund Robert R. and Amanda B. Anders Family Bill and Robin Branstrom Family Fund Donor Advised Fund Bridges Family Fund Jane and Esley Anderson Donor Advised Fund Kenneth R. & Nelle N. Brown Donor Advised Fund Angel Family Fund Sharon J. Brown Donor Advised Fund Ellen Cuthbertson Archer Donor Advised Fund Herbert H. Browne, Jr. Fund Augustine Family Fund H. K. Brunnemer Family Fund Robert L. and Jane J. Avinger Donor Advised Fund Kathryn M. and Dennis N. Bunker, III Donor Advised Fund B & B Donor Advised Fund Thomas W. and Gail W. Bunn Fund bJames G. & Mary Lou Babb Donor Advised Fund Bernard and Patsy Burns Donor Advised Fund Bank of America Corporation Charities Fund Nancy and Peter Burroughs Family Fund Robert P. Barbee Donor Advised Fund Alan and Eleanor Barnhardt Donor Advised Fund Mr. and Mrs. C. C. Cameron Donor Advised Fund Elsie F. and William B. Barnhardt Donor Advised Fund c Boyd C. Campbell, Jr. Charitable Donor Advised Fund J. David Barnhardt Donor Advised Fund Elizabeth McElwee Cannon Family Fund John J. and Mabel F. Barnhardt Donor Advised Fund Canopy Society Fund Nell Barnhardt Endowment Fund Sherrill M. Capps Donor Advised Fund George W. and Ruth R. Baxter Foundation Fund The Joseph E. and Jane H. Carlisle Family Fund Steve Beam Donor Advised Fund Barbara B. and Rudolph N. Carlson Bechtler Family Foundation Advised Fund Donor Advised Fund Carl and Anne Belk Donor Advised Fund Cato Corporation Donor Advised Fund Irwin Belk Donor Advised Fund W. H. Cato, Jr. Donor Advised Fund McKay and Nina Belk Donor Advised Fund Joe and Janet Caudell Donor Advised Fund Sarah and Thomas M. Belk, Jr. Donor Advised Fund Eric A. Cerwin Family Fund Russell E. Bennett, Jr. Family Donor Advised Fund John and Jane Chanon Donor Advised Fund McCray V. Benson and Judy Atchley-Benson Fund David Clark, Jr. Family Trust Fund Donald H. and Barbara K. Bernstein Julia C. Clarkson Donor Advised Fund Donor Advised Fund David Cohen and Amy Grissom Donor Advised Fund Bisanar Family Donor Advised Fund Mike Cole Donor Advised Fund Maria and Lou Bonaiuto Family Fund William A. and Jane H. Coley Donor Advised Fund Julien Booth Donor Advised Fund Michael R. and Anne C. Coltrane Donor Advised Fund Bob and Becky Boulware Donor Advised Fund Phyllis C. Coltrane and L. D. Coltrane III Fund Ty and Pat Boyd Foundation Donor Advised Fund G. Morrison Creech Donor Advised Fund Bradbury Family Fund C. B. and Betty J. Crook Donor Advised Fund Dr. and Mrs. W. Z. Bradford Donor Advised Fund John Crosland, Jr. Family Donor Advised Fund 33 Culbertson Family Foundation Fund Gordon Family Foundation Leslie and John Culbertson Donor Advised Fund Shelton Gorelick Donor Advised Fund Cuthbertson Family Donor Advised Fund William T. and Sara S. Graves Donor Advised Fund C. Frank and Betsy Griffin Donor Advised Fund dLarry and Sarah Dagenhart Donor Advised Fund Mary Jeter Griffin Foundation Fund Charles O. Dalton Family Donor Advised Fund William H. Grigg Donor Advised Fund Ruth and Rufus Dalton Donor Advised Fund Joseph B. Jr. and Angela M. Grooms Daniels Family Donor Advised Fund Donor Advised Fund John and Susan Davenport Donor Advised Fund Price H. and Katherine L. Gwynn Donor Advised Fund Joanne C. and Charles T. Davidson Family Fund Davis Family Donor Advised Fund hMichael R. Haake Family Fund Davis Family Foundation Elisabeth G. Hair Donor Advised Fund Adelaide and Ned Davis Donor Advised Fund Katherine G. and William S. Hall Donor Advised Fund Charles K. and Lena P. Davis Donor Advised Fund Bridget-Anne Hampden Fund Pahl and Shannon Davis Family Fund Carol and Watts Hamrick Donor Advised Fund Donald A. DeLoach Donor Advised Fund John M. Hamrick Donor Advised Fund Susan DeLoach Donor Advised Fund Doug and Cathy Hansen Fund Graham and Anne Denton Donor Advised Fund Harald and Betsy Hansen Family Donor Advised Fund Sara C. Dickerson Donor Advised Fund (ADW) Hardaway - Dalton Donor Advised Fund Sara C. Dickerson Donor Advised Fund (NKD) C. Marcus and Jean R. Harris Donor Advised Fund Hauptfuhrer Family Donor Advised Fund

Jean and Robert Eagle Family Fund Tom and Dana Hearn Donor Advised Fund e The Henderson Family Fund The John and Angie Earnhardt Donor Advised Fund Wade and Carolyn Hendricks Donor Advised Fund John V. and Ginger S. Elliott Family Fund The Maurice D. Hinton Heritage Fund David M. and Aleen F. Epstein Donor Advised Fund Holbrook Donor Advised Fund Eubank Family Advised Fund Nikki and John Holcomb Donor Advised Fund Martha C. Eubanks Donor Advised Fund Thomas and Sara Holderness Donor Advised Fund Don and Frances Evans Donor Advised Fund Thomas P. and Lyttleton R. Hollowell Donor Advised Andy and Mac Everett Fund Fund Hull Family Donor Advised Fund Barry and Patricia Farmer Donor Advised Fund David Scott and Jeanette Gilbert Humphries f Foundation Fund Ray S. and Cydne W. Farris Donor Advised Fund Linda and Thomas Hunter III Donor Advised Fund Richard and Catherine Ferguson Donor Advised Fund John and Maria Huson Charitable Fund First Charter Bank Charitable Foundation Donor Advised Fund Fluhme Family Donor Advised Fund iStuart and Louise Ingram Donor Advised Fund Smitty and Jill Flynn Family Fund F. Kenneth and Martha M. Iverson Donor Advised Fund Carolyn V. E. Foil Donor Advised Fund Anne C. Forrest Family Fund Forrest A. and June S. Jenkins Donor Advised Fund Jack Fowler Family Donor Advised Fund Sarahj E. Jetton Donor Advised Fund Mary Elizabeth P. Francis Donor Advised Fund Dr. Edward P. and Bentha S. Johnson Charities Leon and Barbara Frederick Fund Mr. and Mrs. James V. Johnson Donor Advised Fund The Catherine C. Fuller Donor Advised Fund Linda I. and Mark P. Johnson Family James O. Funderburk Donor Advised Fund Donor Advised Fund Stanley D. and Dianne D. Johnson Family R.g Christopher and Ruth K. Gammon Donor Advised Fund Donor Advised Fund Edwin and Lucille Jones Donor Advised Fund Mary Susan Gattis Memorial Donor Advised Fund Scott M. Jones Family Fund John R. Georgius Donor Advised Fund Leonard Statham Gilliam, Jr. and Mary Turner Gilliam The KMC Fund Family Advised Fund k Robert E. Kear Donor Advised Fund Godbold Family Fund Sheree Kear Donor Advised Fund Jane and Rusty Goode Donor Advised Fund Mr. and Mrs. Graeme M. Keith Donor Advised Fund Dr. Alvin S. and Rachael M. Goodman Donor Advised Fund The James B. Kelligrew Charitable Gift Fund George and Anne Goodyear Donor Advised Fund Bess and Kent Kercher Donor Advised Fund 34 Martin and Sallie Kerr Fund Herman and Olivia McManaway Donor Advised Fund Diane and John Kibler Family Fund Donald A. McMullen, Jr. Donor Advised Fund Frances D. and H. Brown Kimball Donor Advised Fund Rebecca T. and William H. McNair Donor Charles and Patricia Klapheke Donor Advised Fund Advised Fund Robert V. Knight, Jr. Donor Advised Fund Mark & Anna Mendenhall Donor Advised Fund Steve and Sally Gambrell Knight Donor Advised Fund Chester and Maxine Middlesworth Charitable Fund Alan Kronovet - Cary Bernstein Family Fund Milburn Donor Advised Fund Kutteh Family Donor Advised Fund James Dewitt Miller III and Kaye McKinney Miller Fund Will and Missy Miller Family Donor Advised Fund Phil and Beth Lambert Donor Advised Fund l K. Heinz Moehring and Ilse Moehring Pete and Kelli Lash Donor Advised Fund Donor Advised Fund Lawton Family Donor Advised Fund Mr. and Mrs. George Montague Donor Advised Fund Dennis and Kay Leffler Donor Advised Fund Clifford G. Moore, Jr. Donor Advised Fund Ruth P. Leffler Donor Advised Fund Trudy & Gary Morgan Donor Advised Fund Ted and Margaret Leinbach Donor Advised Fund John H. Morrison, Jr. and Margaret Knox Morrison Fund Paul and Judy Leonard Donor Advised Fund Moss Family Donor Advised Fund Harry and Gloria Lerner Family Fund Edythe Mullis Donor Advised Fund Alvin E. Levine Donor Advised Fund Dr. William F. and Linde L. Mullis Donor Advised Fund Analeak Liipfert and Richard Lee Bowers Fund James and Deidre Myers Family Donor Advised Fund Liles Family Fund Dr. M. Robert and Evelyne J. Link Donor Advised Fund N.C. Catawba - Wateree Habitat Enhancement Fund Mr. and Mrs. Joseph A. Lipe Donor Advised Fund n Rolfe and Ann Neill Donor Advised Fund Phil E. Lipe Family Donor Advised Fund Edwin and Jill Newman Donor Advised Fund Phil E. Lipe, II Donor Advised Fund Nancy Nickels Donor Advised Fund Little & Associates Architects - W. Olin and Marian M. Nisbet Donor Advised Fund W. Edwin McMahan Donor Advised Fund Charles L. and Vivian H. Norwood Donor Advised Mr. and Mrs. Malcolm F. Locke, Jr. Donor Advised Fund Josephine Lopez Nonpermanent Donor Advised Fund Anthony O'Boyle Charitable Fund oJames and Maria Ofelia O'Boyle Charitable Fund M633, INC Donor Advised Fund m Thomas and Christine O'Boyle Charitable Fund George M. and Wandra E. Mackie Donor Advised Fund Richard J. Osborne Donor Advised Fund Rick and Saundra Magee Family Fund Tim Marburger Donor Advised Fund pPCM Fund Marsh Family Donor Advised Fund Palmer Family Fund Carla and Alex Marsh III Foundation Fund John M. and Susan T. Papadopulos Donor Advised Fund Leslie and Michael Marsicano Donor Advised Fund W. Daniel Pate and Sara Jane Pate Frances P. and J. Franklin Martin Donor Advised Fund Donor Advised Fund Joe and Joan Martin Donor Advised Fund Patrick Family Donor Advised Fund John and Joan Martin Donor Advised Fund Bailey and Rose Patrick Donor Advised Fund Judy and Ned Martin Donor Advised Fund Philippians 4:19 Fund Mr. and Mrs. Robert E. Mason III Donor Advised Fund L. Steven Phillips Fund Thomas N. Massey, Jr. and Renna M. Massey Bob and Gretchen Pindell Family Fund Donor Advised Fund Dr. and Mrs. Harold E. Plaster, Jr. Fund Al and Lil McAulay, Jr. Donor Advised Fund Dr. and Mrs. William R. Plaster Fund Neill G. McBryde Family Donor Advised Fund William W. Plyler Donor Advised Fund McColl Foundation Donor Advised Fund Frank S. Poe Donor Advised Fund Dr. Joseph B. McCoy Donor Advised Fund John and Ann Porter Family Fund The Stewart and Marwen McDowell Family Fund Jess and Becky Powell Donor Advised Fund The Douglas Plonk McElwee Donor Advised Fund Steven G. Price and Cynthia J. Furr Donor Advised Fund The L. Scott McGinnis Family Fund Richard B. and Joan E. Priory Family Patricia P. McGuinn Charitable Fund Foundation Fund William B. McGuire, Jr. Family Foundation Gift Fund Lloyd and Margaret Rash Family Advised Fund McKay Donor Advised Fund r Helen and Craig Redwine Donor Advised Fund Edward B. McKenzie Family Fund 35 Peter and Cathy Ridder Donor Advised Fund Austin Thies Donor Advised Fund Mary C. Rinehart Donor Advised Fund Richard E. Thigpen, Jr. and Nancy S.Thigpen Riverside Donor Advised Fund Donor Advised Fund Kenneth & Deborah Rivkin Donor Advised Fund Nancy B. Thomas Donor Advised Fund Anne and Epes Robinson Donor Advised Fund Thompson Family Foundation Anne and Derek Rogers Donor Advised Fund Ken and Kathylee Thompson Donor Advised Fund Arthur H. Rogers, Jr. and Sandra P. Rogers Donor Sydnor and Harriette Thompson Donor Advised Fund Advised Fund Hellena and Isaiah Tidwell Donor Advised Fund Rowe Family Donor Advised Fund Bob & Kay Timberlake Family Donor Advised Fund C. H. Timberlake, Jr. Family Donor Advised Fund sAlex and Linda Sanchez Family Donor Advised Fund Ed and Lisa Timberlake Family Donor Advised Fund Don and Mary Sanders Donor Advised Fund Sarah and Larry Tomlinson Donor Advised Fund The Saturday Fund for ALS James Traynor Donor Advised Fund James Ellery and Rebecca Miller Saunders Donor Advised Fund Sally and Bill Van Allen Donor Advised Fund Vernon H. Scarborough Family Advised Fund vCraig and Gail Van Der Veer Donor Advised Fund Dr. Dave Schlenker Memorial Fund F. William Vandiver Family Fund Louis A. and Martha H. Schmitt Donor Advised Fund Houston and Katherine VanHoy Donor Advised Fund Linda C. Seigel Donor Advised Fund Herb and Tess Verbesey Donor Advised Fund Dr. & Mrs. Jay G. Selle Donor Advised Fund James and Brenda Vernon Donor Advised Fund James W. and Mary Bruce Serene Donor Advised Fund James M. and Martha Shannonhouse Donor Wachovia Capital Partners Fund Advised Fund w Wachovia Corporation Donor Advised Fund Patricia and Harold Shapiro Donor Advised Fund Edwin and Mary Walker Donor Advised Fund Ruth and Colin Shaw Family Fund Jim and Linda Wallace Family Fund Shea Family Foundation Advised Fund John and Debby Wallace Donor Advised Fund Kate and Raleigh Shoemaker, Jr. Donor Advised Fund Nancy & J. Mason Wallace, Jr. Donor Advised Fund Samuel and Raenea Siegel Donor Advised Fund Byron and Nancy Walthall Fund John P. and Victoria L. Singleton Donor Advised Fund Robert and Elizabeth Warren Donor Advised Fund Emily and Zach Smith Donor Advised Fund James B. Webb Family Donor Advised Fund Zebulon V. and Janet T. Smith Donor Advised Fund Laura and Ward Wellman Fund Shelagh Meehan and R. Jordan Smyth, Jr. Fund Welton Family Donor Advised Fund The David R. Snider Fund Barry and Kathy Whisnant Donor Advised Fund SouthWood Corporation Donor Advised Fund William A. & Elizabeth Smith White Donor Advised Fund C. D. Spangler Foundation Donor Advised Fund Whitton-Diamond Family Advised Fund Squires Foundation Fund The Hunter and Steffanie Widener Fred Stanback Donor Advised Fund Charitable Gift Fund Staples Family Donor Advised Fund Nancy Bowen Wiggins Donor Advised Fund Stedman-Norman Donor Advised Fund The Carol Dabbs Wiggs Family Fund Elaine Steele Donor Advised Fund Ben and Leah Williams Family Fund Marjorie Lawrence Stell Donor Advised Fund William H. Williamson III Donor Advised Fund Bill & Katy Stephenson Family Advised Fund Kathy and Larry Wilson Fund Sterling Capital Management Donor Advised Fund Susan and Al Winget Donor Advised Fund Tim and Kim Stump Donor Advised Fund Women's Impact Fund Wesley and Claudia Sturges Donor Advised Fund The Worley Family Donor Advised Fund Robert W. & Ruth B. Suddreth Donor Advised Fund Yates Donor Advised Fund tClaire and John Tate Donor Advised Fund yD. Bryan and Jane S. Young Donor Advised Fund Gene and Kathy Taylor Fund Julius Smith Young, Jr. and Katherine Garrity Young Florence J. Teague Donor Advised Fund Family Donor Advised Fund Lillian and Chris Teigland Donor Advised Fund Thomas L. and Ann Fleming Temple Margaret and Price Zimmermann Donor Advised Donor Advised Fund zFund Frances J. Teter Donor Advised Fund Emily F. and Samuel H. Zimmern Donor Advised Fund

36 DESIGNATED FUNDS support worthy causes and nonprofits abAfro-American Cultural Center Restricted Fund Levine Museum of the New South Fund Atkins/N.C. Zoo Society Restricted Fund Sandra and Leon Levine Fund of the Marian Segal Bennett Musical Arts Endowment Fund Levine Museum Foundation Fund Anita and Herman Blumenthal Endowment Fund George T. Lewis, Jr. Academic Scholarship Fund Brain Tumor Fund of the Carolinas The Light Factory Restricted Fund Julian Brown Memorial Fund London Window and Altar Fund

McMillan Foundation Restricted Fund Carolina Foundation For Oral Health Restricted Fund mnp c Melasky Nursery Endowment for Temple Beth El Fund Carolina Panthers Charities Donor Advised Fund William F. Mulliss Endowment Fund Carolina Panthers Women's Association Fund Myers Park Presbyterian Church Fund Carolina Raptor Center Restricted Fund NC Architectural Foundation Unrestricted Fund Charlotte Lesbian & Gay Fund NC Dance Theatre Restricted Fund Charlotte Children's Choir Restricted Fund North Carolina West District Civitan Charlotte Children's Scholarship Fund Scholarship Fund Charlotte Day Nursery Endowment Fund Palisades Episcopal School Fund Charlotte Housing Authority Scholarship Fund Partners in Out-of-School Time Fund Charlotte Preschool Partnership Fund Gus Purcell / MPHS Fund Charlotte Symphony Orchestra Restricted Fund Child Care Resources Restricted Fund Regional REALTOR Association Housing Opportunity rsFoundation Fund Children & Family Services Center Capital Campaign Fund River Hills Community Church Foundation Children & Youth Convening/Leadership Fund Non-Endowed Fund Claire Bear's Fund Estate of Rollin Corson Rose Close To A Cure, A Fund for Parkinson's Research S. A. Schloss Special Book Endowment for Cole Foundation Scholarship Fund Temple Beth El Fund Communities In Schools of Charlotte- Mariam Coltrane Schramm Restricted Fund for Mecklenburg/Think College Restricted Fund Concord Benevolences Community Building Restricted Fund SEED Charlotte Fund Cornelius Library Restricted Fund Shepherd's Center Restricted Fund Cynthia and David Crane Endowment David Silverman Youth Activity Endowment for for Temple Beth El Fund Temple Beth El Fund Crisis Assistance Ministry Fund for the Future Social Capital Convening/Leadership Fund Crossroads Charlotte Fund The Gabe S. Stewart Memorial Fund The Teaching Fellows Institute at Charlotte Davidson College Presbyterian Church Gift Fund t de Teen Impact Fund Davidson Community Endowment Fund Davidson Community Players Restricted Fund Teens for Charlotte Donor Advised Fund Dilworth Rotary Club Foundation Restricted Fund Temple Beth El Unrestricted Principal Endowment Fund Earnhardt Family Advised Fund The Temple Israel Building Fund Environment Convening/Leadership Fund The Temple Israel Capital Fund The Federation Restricted Fund The Temple Israel Designated Named Fund fgh The Temple Israel Education Fund The Federation Original Unrestricted Fund Stuart P. Fishburne Memorial Endowment Fund The Temple Israel Membership Fund Sandy Ford Restricted Fund Thompson Children's Home Endowment Funds Foundation of Shalom Park, Inc. Endowment Fund uvwyz Union County Library Foundation Restricted Fund Foundation For The Carolinas Operating Fund Elizabeth Van Every Endowment Fund Friends of Town Creek Indian Mound Restricted Fund Carol and Joe Voynow Building Maintenance Fund C. W. Fruit Professional Development Restricted Fund WE CARE Fund General N.C. Zoo Society Restricted Fund Wildacres Leadership Initiative Endowment Fund The Hebrew Cemetery Endowment Fund Wildacres Leadership Initiative R. Bruce Irons Fund Restricted Fund ijl Wildacres Retreat Endowed Fund I Jewish Community Center of Charlotte Endowment Fund Wildacres Retreat Endowed Fund II Leave A Legacy Project for the Charlotte Area Fund YMCA Endowment Funds Sadie W. Levin Guest Speaker Endowment for Temple Wanda Yates Child Advocacy Fund Beth El Fund Jason Scott Zwerin/N.C. Zoo Restricted Fund Levine Museum Foundation Fund Anonymous - 443 funds 37 endowed giftfunds

Endowed gift funds are structured so that your donation grows over time and works forever. Your gift principal is never spent and you use the spendable income to make grant recommendations. This partial listing of Endowed gift funds is inclusive as of December 2004. Funds established in 2004 are in red.

Donor Advised Funds Gratitude Endowment Fund Enable you to recommend grants from annual Established in 1990 for broad charitable purposes. earnings to benefit your favorite charities Romola D. Hardy Endowment 1 Fund Allegro Endowment Fund Established in 1981 for the support of community projects of Charlotte Rotary Club #256. A gift is Established in 1991 by an anonymous donor for made annually in memory of Mrs. Hardy's hus- broad charitable purposes. band, Harry, who was a member of that club. Allvac Endowment Fund Romola D. Hardy Endowment 2 Fund Established in 1988 for broad charitable purposes Established in 1991, this fund is designated for the in the Union County, N.C. area. Foundation's unrestricted grantmaking. Ruth E. Anderson Endowment Fund Barbara T. Hautau Endowment Fund Established in 2001 for broad charitable purposes. Established in 1989 in honor of Barbara Hautau for John and Marian Andrews Family 15 years of service to the Foundation as its vice Endowment Fund president. Established in 1990 for broad charitable purposes. Dr. W. D. and Betty K. Holbrook Endowment Fund Association of Carolina Shag Clubs Established in 1991 for broad charitable purposes. Endowment Fund Hull Foundation Endowment Fund Established in 1992 to enable the Association to Established in 1993 by Dr. William M. Hull for make gifts annually to the National Hospice broad charitable purposes. Organization. Knight Foundation Donor Advised Fund B & B Endowment Fund for Horry County, SC Established in 1984 by Mr. and Mrs. A.S. Established in 1999 by the John S. and James L. Blankenship Jr. for broad charitable purposes. Knight Foundation of Miami, Fla., for the benefit of William H. Barnhardt Endowment Fund Waccamaw Community Foundation. Established in 1986, this endowment is one of five Knight Foundation Endowment Fund under the will of William H. Barnhardt for broad Established in 1988 by the John S. and James L. charitable purposes. Knight Foundation of Miami, Fla., for charitable Lee and Sandra Basinger Family Advised purposes in the Carolinas. Endowment Fund Lancaster Breakfast Rotary Club Endowment Fund Established in 1999 with broad charitable purposes. Established in 1992 for broad charitable purposes. George W. Baxter Endowment Fund The Margaret J. Leath Donor Advised Fund Established in 1981 with broad charitable purposes. Established in 2003 for broad charitable purposes. Ma yr Lou Bleau Endowment Fund Matthew 25 Donor Advised Endowment Fund Established in 1988 with broad charitable purposes. Established in 2001 for broad charitable purposes. Philip and Amy Blumenthal Family Advised James J. and Dorothy F. McCarthy Endowment Fund Endowment Fund Established in 2000 for broad charitable purposes. Established in 1990 with broad charitable purposes Bridge Builder Foundation Endowment Fund by Swimmer Insurance Agency to honor the Established in 2001 for broad charitable purposes. McCarthys for their service to the community. Emmett W. and Elizabeth H. Bringle Doris and John Miller Endowment Fund Endowment Fund Established in 1995 to support private schools, Established in 1989 by Southern Webbing Mills in Shrine Hospital programs, childrens' homes, retire- honor of the Bringles and in recognition of their ment centers and Central United Methodist Church service to the company. in Charlotte, N.C. Julian C. and Dona W. Burroughs Clifford G. Moore Jr. Endowment Fund Endowment Fund Established in 1983 with broad charitable purposes. Established in 2000 for broad charitable purposes. Myers Endowment Fund Carolina Circle Endowment Fund Established in 1991 by Brevard S. and Beatrice W. Established in 1985 under the will of a resident Myers with broad charitable purposes. of Winston-Salem, N.C., with broad charitable National Welders Supply Company purposes. Endowment Fund Morris Curlee Family Endowed Fund Established in 1994 for broad charitable purposes. Established in 2004 for broad charitable purposes. North State Communications Endowment Fund Anne and Don Davidson Endowment Fund Established in 1990 with broad charitable purposes. Established in 1985 by Anne and Don Davidson for Richard Osborne Endowment Fund the benefit of the First Presbyterian Church of Established in 2001 for broad charitable purposes. Charlotte. In particular, the fund will benefit the church's urban ministry and support in other ways the existence of a Christian theological and ethical conscience within the heart of Charlotte. 38 Carolyn Walker Owens and Arts Education Fund Charles William Owens Fund Established in 2002 by the Arts & Science Council Established in 1993 to benefit broad charitable pur- for the benefit of arts education. poses including the youth program at Sugaw Creek Arts Endowment Fund Presbyterian Church. Established in 1975 for the benefit of the Arts and Wilton L. and Mary W. Parr Foundation Science Council to honor J. Walter Barr, one of the Endowment Fund founders and the first president of the Council. Established in 1991 with broad charitable purposes. Barnhardt/Thomas Endowment For the Arts Patrick Family Endowment Fund (PAC) Fund Established in 1994 for broad charitable purposes. Established in 1990 by contributions from Mrs. Andy Pitts Memorial Endowment Fund William H. Barnhardt, Mr. J. David Barnhardt, Mr. Established in 1985 in memory of Noah A. "Andy" and Mrs. William M. Barnhardt, Mr. and Mrs. Pitts with broad charitable purposes. William D. Thomas, Mr. and Mrs. R. Alan Barnhardt, Mr. Steven F. Barnhardt, Mr. Thomas E. and Rosemary I. Rogers Thompson B. Barnhardt, Mr. and Mrs. William B. Endowment Fund Barnhardt, Mr. and Mrs. William B. Thomas, and Established in 2001 for broad charitable purposes. Southern Webbing Mills, Inc. This endowment is James M. and Ellen Ross Foundation designated for the Performing Arts Center. Endowment Fund Barnhardt/Thomas Endowment for the Arts Established in 2000 for broad charitable purposes. (Symphony) Fund Bob and Wilma Shaw Endowment Fund Established in 1990 by contributions from Mrs. Established in 1978 with broad charitable purposes. William H. Barnhardt, Mr. J. David Barnhardt, Mr. and Mrs. William M. Barnhardt, Mr. and Mrs. Tappy Family Endowment Fund William D. Thomas, Mr. and Mrs. R. Alan Established in 2000 for broad charitable purposes. Barnhardt, Mr. Steven F. Barnhardt, Mr. Anne L. Van Every and Thomas Walter Glenn III Thompson B. Barnhardt, Mr. and Mrs. William B. Endowment Fund Barnhardt, Mr. and Mrs. William B. Thomas, and Established in 1981 with broad charitable purposes. Southern Webbing Mills, Inc. This endowment is designated for the Charlotte Symphony. Capt. Salem A. Van Every Endowment Fund Established in 1983 with broad charitable purposes. Barbara K. Bernstein Lion of Judah Endowment Fund for the Charlotte Jewish Federation S. Lance Van Every Endowment Fund Established in 1997 to provide annual contributions Established in 1981 with broad charitable purposes. to the Lion of Judah Campaign for the Jewish Robert and Elizabeth Warren Endowment Fund Federation of Greater Charlotte. Established in 1999 with broad charitable purposes. Donald H. Bernstein Federation Continuity Fund Ed and Agnes Weisiger Endowment Fund Established in 1997 to provide annual campaign Established in 1994 for broad charitable purposes. contributions to the Jewish Federation of Greater Charlotte. Designated Funds Donald H. and Barbara K. Bernstein Foundation of Allow you to support the good works Shalom Park Continuity Fund of any nonprofit Established in 1999 to benefit Foundation of ASC Unrestricted Fund Shalom Park. Established in 2002 for the benefit of the Arts & Donald H. and Barbara K. Bernstein NCDT Science Council. Continuity Fund Afro-American Children's Theatre Established in 2003 to benefit the North Carolina Endowment Fund Dance Theatre Endowment. Established in 2002 for the benefit of the Afro- Donald H. and Barbara K. Bernstein Spoleto American Children's Theatre. Festival USA Continuity Fund Afro-American Cultural Center Endowment Fund Established in 2001 for the benefit of Spoleto Established in 2002 for the benefit of the Afro- Festival USA. American Cultural Center. Donald H. and Barbara K. Bernstein Temple Beth El American Cancer Society Endowment Fund Continuity Fund Established in 1996 to benefit the American Cancer Established in 1997 to benefit the general activity Society's general operations, this endowment was and operation of Temple Beth El. created by the late Bessie W. Ray through a charita- Bethlehem Center Endowment Fund ble remainder unitrust. Established in 1990 to celebrate the 50th anniver- American Guild of Organists Endowment Fund sary of the Bethlehem Center. Established in 2002 for the benefit of the American Billy Graham Evangelistic Association Guild of Organists. Endowment Fund American Red Cross Greater Carolinas Established in 1986, this endowment is one of five Chapter Fund under the will of William H. Barnhardt to provide Established in 1985 for the benefit of the American annual income for the Billy Graham Evangelistic Red Cross Greater Carolinas Chapter. Association. Arthritis Patient Services Endowment Fund Bioethics Resource Group Ltd. Endowment Fund Established in 1980 for arthritis education, research Established in 1992 to benefit the programs of and patient support activities. Bioethics Resource Group Ltd., which exists to pro- vide leadership in dealing with difficult issues of Arts Council of Rock Hill and York County medicine and ethics. Endowment Fund Henrietta Blakeney Endowment Fund Established in 2004 for the benefit of the Arts Established in 1994 for the benefit of St. Paul's Council of Rock Hill and York County. Episcopal Church of Monroe, N.C. Arts Education Training Institute Endowment Fund Blue Ridge Parkway Foundation Endowment Fund Established in 2002 by the Arts & Science Council Established in 2000 for the benefit of the Blue for the benefit of the Arts Education Training Ridge Parkway Foundation. Institute. 39 Boy Scouts of America - Charlotte Country Day School Endowment Fund Mecklenburg Council Fund Established in 1979 for the benefit of Charlotte Established in 1982 for the benefit of the Country Day School with one-half of the net Mecklenburg County Council, Boy Scouts of income to be used for scholarships and one-half for America. The first gift to the fund was made in unrestricted use. memory of R. Michael Beck and Lori Pfann. Charlotte Emergency Housing Endowment Fund Boy Scouts of America - Established in 1996 to support its mission in provid- Mecklenburg Council Fund ing homeless families with secure transitional hous- Established in 1986, this endowment is one of five ing and comprehensive services. under the will of William H. Barnhardt to provide Charlotte-Mecklenburg Public Library annual income for the Boy Scouts of America - Endowment Fund Mecklenburg County Council. Established in 1992 to enrich and enhance the serv- Boys Home of York County Endowment Fund ices, programs and special collections of the Established in 1991 for the benefit of Boys Home Charlotte-Mecklenburg Public Library. of York County, S.C. Charlotte-Mecklenburg Public Schools Dr. Ralph Brauer Endowment for the Benefit of Endowment Fund University of North Carolina - Wilmington Established in 1985 for the benefit of the Charlotte- Established in 2000 for the benefit of UNC Mecklenburg Board of Education and the public Wilmington. schools under its jurisdiction. Will Bremer Memorial Music Endowment Fund Charlotte-Mecklenburg Senior Center Established in 1996 to benefit the music programs Building Fund at St. Paul's Episcopal Church in Monroe, N.C. Established in 1997 to maintain and make necessary Stanford R. Brookshire Endowment Fund repairs to the current building. Established in 1979 for the benefit of High Point Charlotte-Mecklenburg Senior Centers University, High Point, N.C. Endowment Fund CFIDS Association of America Endowment Fund Established in 1994 for the benefit of the Charlotte- Established in 1994 for the benefit of the Chronic Mecklenburg Senior Centers. Fatigue and Immune Dysfunction Syndrome Charlotte Museum of History & Hezekiah Association of America. Alexander Homesite Endowment Fund Karen T. Calhoun Memorial Education Arts Fund Established in 1990 for the benefit of the Hezekiah Established in 1993 for the benefit of the Union Alexander Foundation. County Community Arts Council as a memorial to Charlotte Rehabilitation Hospital Karen T. Calhoun. The purpose of the fund is to Endowment Fund support the advancement of arts education in Union Established in 1981 for the benefit of the Charlotte County Schools. Institute of Rehabilitation. Carolina Raptor Center Endowment Fund Charlotte Repertory Theatre Endowment Fund Established in 2002 for the benefit of the Carolina Established in 2002 for the benefit of the Charlotte Raptor Center. Repertory Theatre. Carolina Raptor Center Endowment Fund Charlotte Speech and Hearing Center Established in 2004 for the benefit of the Carolina Endowment Fund Raptor Center. Established in 1980 for the benefit of the Charlotte Speech and Hearing Center. Carolina Voices Endowment Fund Established in 1980 for the benefit of Carolina Charlotte Symphony Orchestra Endowment Fund Voices. Established in 1978 for the benefit of the Charlotte Symphony Orchestra. Carolina Voices Endowment Fund Established in 2002 for the benefit of Carolina Charlotte Symphony Orchestra Endowment Fund Voices. Established in 2002 for the benefit of the Charlotte Symphony Orchestra. Carolinas Concert Association Goodrich Education Endowment Fund Chemical Dependency Center of Charlotte Fund Established in 1993 for the benefit of Carolinas Established in 1978 for the benefit of the Chemical Concert Association. Dependency Center. Central United Methodist Church Cherokee County Operating Endowment Endowment Fund Established in 2003 to provide operating revenues Established in 1986 for the benefit of Central for Cherokee County Community Foundation. United Methodist Church in Shelby, N.C. Cherokee Disabilities Endowment Fund Charlotte Area Personnel Fund of the Public Established in 2004 for the benefit of the Cherokee Library of Charlotte and Mecklenburg County County Disabilities and Special Needs Board, which Established in 1999 for the benefit of the Charlotte- provides family support, day and residential services Mecklenburg Public Library. for children and adults with disabilities and their Charlotte Children's Choir Endowment Fund families, and prevention education. Established in 2002 for the benefit of the Charlotte Child Care Resources Endowment Fund Children's Choir. Established in 1984 for the benefit of Child Care Charlotte Civic Orchestra Endowment Fund Resources. The first gift to the fund was in memory Established in 2002 for the benefit of the Charlotte of Captain Steven F. Locke. Civic Orchestra. Children's Home Society Endowment Fund Charlotte Community Day Care Endowment Fund Established in 1978 for the benefit of the Children's Established in 1987 by a gift from an anonymous Home Society in Mecklenburg County. donor to build and endow the YWCA Uptown Children's Homes of Cleveland County, Inc. Fund Child Development Center. Established in 1996 to support the special needs of Cleveland County children who are in residential care due to abuse and neglect.

40 Children's Theatre of Charlotte Endowment Fund First United Methodist Church Endowment Fund Established in 2002 for the benefit of Children's Established in 1986 for the benefit of the First Theatre of Charlotte. United Methodist Church in Austell, Ga. Cleveland County Memorial Library Florence Crittenton Services Endowment Fund Endowment Fund Established in 1979 for the benefit of Florence Established in 1993 for the benefit of Cleveland Crittenton Services. County Memorial Library. Leighton Ford Ministries Endowment Fund Columbia International University Established in 1996 to support efforts to prepare Endowment Fund young Christian leaders for ministry. The endow- Established in 1987, the fund supports the training ment was established from the William H. of missionaries to develop new churches. Barnhardt endowment fund whose advisors are J. Communities In Schools of Charlotte- David Barnhardt, William M. Barnhardt and Nancy Mecklenburg, Inc. Endowment Fund B. Thomas. Established in 2000 for the benefit of Communities Foundation of Shalom Park, Inc. Endowment Fund in Schools of Charlotte-Mecklenburg, Inc. Established in 1998 for the benefit of Foundation of Community Health Services in Shalom Park. Mecklenburg & Union Fund Friendship Trays Endowment Fund Established in 1979 for the benefit of Community Established in 1980 for the benefit of Friendship Health Services. Trays, a meals-on-wheels program for the elderly Community School of the Arts Endowment Fund and homebound. Established in 2002 for the benefit of Community Paul Hughston Frowein Endowment Fund School of the Arts. Established in 1989 by the First Presbyterian Church, Evelyn D. Cormier Endowment Fund Lancaster, S.C. to provide postgraduate scholarships Established in 2002 to benefit the Public Library of for ministry or church affiliated work. Charlotte and Mecklenburg County. Hoyt Galvin/Friends of the Library Trust Cornelius Library Endowment Fund Endowment Fund Established in 1999 to benefit the Cornelius Established in 1980 for the benefit of the Public Library. Library of Charlotte and Mecklenburg County to provide funds for special library acquisitions, activi- Katherine B. Couch Endowment for the ties, or scholarships for which budgeted funds are Oratorio Fund not available. Established in 1984 by Miss Couch for the benefit C. W. & Catherine Gilchrist Endowment Fund of the Oratorio Singers of Charlotte. Established in 1997 for the benefit of Crisis Council for Children Endowment Fund Assistance Ministry, Queens University, Established in 1982 for the benefit of the Council Presbyterian Hospital, Discovery Place and for Children. Foundation For The Carolinas. York Cress Endowment Fund Good Fellows Club Endowment 1 Fund Established in 1993 under the will of York Cress Established in 1979 to benefit the Good Fellows through the First Union Foundation to benefit Club, which provides financial assistance to needy broad charitable interests in Cabarrus County. residents of Mecklenburg County. Crisis Assistance Ministry Endowment Fund Good Fellows Club Endowment 2 Fund Established in 1981 for the benefit of Crisis Established in 1994 to benefit the Good Fellows Assistance Ministry. Club, which provides financial assistance to needy Anne and Don Davidson Charitable residents of Mecklenburg County. Endowment Fund Todd and Stacy Gorelick Endowment for the Established in 1997 for support of organizations Jewish Federation of Greater Charlotte designated by the donors. Established in 2004 to provide annual campaign Discovery Place Endowment Fund contributions to the Major Gift Campaign and the Established in 1979 for the benefit of Discovery Lion of Judah Campaign for the Jewish Federation Place. of Greater Charlotte. Discovery Place Endowment Fund William and Patricia Gorelick Family Executive Established in 2002 for the benefit of Discovery Incentive Endowment Fund Place. Established in 1996 for the benefit of the Mint Museum of Art for its Executive Incentive Program. Discovery Place/Nature Museum Endowment Fund Established in 2002 for the benefit of Discovery Greater Statesville Rotary Club Endowment Fund Place and the Nature Museum. Established in 1992 for broad charitable purposes. Dore Academy Endowment Fund Greenspon/Goldstein Family Endowment Fund Established in 1999 for the benefit of the students Established in 1996 to support diabetes research on and programs of Dore Academy. an international level through the Charlotte Chapter of the Juvenile Diabetes Foundation. Emerging Artist Grants Fund Established in 2002 by the Arts & Science Council Edna Tarlton Griggs Endowment Fund for the benefit of emerging artists. Established in 1994 in memory of Edna Tarlton Griggs for the benefit of Hopewell United Durant W. Escott Memorial Fund of the Methodist Church of Peachland, N.C. Public Library of Charlotte and Mecklenburg County Fund Habitat for Humanity of Charlotte Established in 1999 for the benefit of the Charlotte- Endowment Fund Mecklenburg Public Library. Established in 1999 for the benefit of Habitat for Humanity. Louis Feldman Food Endowment for Jewish Family Services Mrs. A. J. Hagood Endowment for Bethlehem Established in 2000 to benefit the families and indi- Center Fund viduals served by Jewish Family Services. Established in memory of Mrs. A. J. Hagood for the benefit of the Bethlehem Center.

41 J. Hyatt Hammond Scholarship Endowment Fund Junior Achievement Endowment Fund Established in 2003 by the North Carolina Established in 1993 for the benefit of Junior Architecture Foundation to provide scholarships for Achievement of Charlotte. young professionals to attend the American Institute Kamphoefner Endowment Fund of Architects' North Carolina Summer Design Established in 2003 by the North Carolina Conference. Architecture Foundation to provide Recognition Julie Hargrave Library Endowment Fund Fellowship Awards in Modernist Architecture. Established in 1986 in memory of Julie Hargrave Hoyt S. Keeter, Sr. Endowment Fund for the benefit of the Montclaire Elementary School Established in 1997 for the benefit of the Cleveland library in Charlotte, N.C. County Community Foundation to provide support Harriet Cuthbertson Endowment Fund to Gardner-Webb University, First Baptist Church Established in 2002 by the Arts & Science Council. in Shelby and programs to support indigent people Deborah Harris Arts Education Fund in Cleveland County, N.C. Established in 2002 by the Arts & Science Council. Julia Kendall Endowment Fund Hornets' Nest Girl Scout Council Endowment Fund Established in 1994 for the benefit of St. Paul's Established in 1984 for the benefit of the Hornets' Episcopal Church of Monroe, N.C. Nest Girl Scout Council. Kennedy Campus of Elon Homes for Children Fund Hospice at Charlotte Endowment Fund Established in 1982 for the benefit of Elon Homes Established in 1983 for the benefit of Hospice at for Children, Kennedy Campus in Charlotte. Charlotte. Kinder-Mourn Endowment Fund Hospice of Cleveland County Endowment Fund Established in 1990 for the benefit of Kinder- Established in 1987 to benefit Hospice of Cleveland Mourn, which provides counseling and support County. services to parents who have lost a child. Hospice of Union County Endowment Fund William States Lee Institute Endowment Fund Established in 1990 for the benefit of Hospice of Established in 2001 for the benefit of the William Union County. States Lee Institute. Regional REALTOR Association Housing The Leon Levine Family Endowment for the Opportunity Endowment Fund Jewish Community Center Fund Established in 2003 to provide funding for afford- Established in 1998 to provide annual support for able housing in Mecklenburg County. the general activity and operation of the Sandra and Leon Levine Jewish Community Center. Lois Howard Endowment Fund (For LifeSpan Inc.) Established in 1993 for the benefit of LifeSpan to Leon Levine Foundation/Sandra & Leon Levine support programs at the Developmental School and Endowment Fund for Temple Beth El Lakeview. Established in 2004 to benefit Temple Beth El. Robert and Doris Huckabee Memorial Fund Leon Levine Foundation Endowment for Established in 2002 to benefit the Public Library of Shalom Park - Sandra and Leon Levine Charlotte and Mecklenburg County. Established in 2004 to provide endowed assets to benefit the operation, maintenance and manage- Humanities Endowment Fund ment of Foundation of Shalom Park. Established in 2000 for the benefit of the Public Library of Charlotte and Mecklenburg County. Mary Ann Levinson, Rose Cohen & Christine Maier Endowment Innovative Theatre Endowment Fund Established in 1998 to promote the broad charitable Established in 2002 for the benefit of the Innovative purposes of Jewish Family Services. Theatre Company. Life Enrichment Center of Cleveland County Fund International House Endowment Fund Established in 1987 to benefit the Life Enrichment Established in 1984 for the benefit of International Center, an adult day care service, in Shelby, N.C. House. LifeSpan Inc. Endowment Fund Iredell-Statesville Public Schools Endowment Fund Established in 1984 for the benefit of LifeSpan, Established in 1991 by Chester and Maxine which provides services to mentally challenged chil- Middlesworth for the benefit of the Iredell- dren and adults. Statesville Public Schools. Additional gifts from the public are encouraged. The Light Factory Endowment Fund Established in 2002 for the benefit of The Light Jewish Community Center of Charlotte Factory. Endowment Fund Established in 1997 to provide annual support for Lincoln County Community Foundation the general activity and operation of the Sandra and Endowment to Benefit Christian Ministry of Leon Levine Jewish Community Center. Lincoln County, Inc. Established in 2001 for the benefit of Christian Jewish Community Center of Charlotte - Ministry of Lincoln County, Inc. General Endowment Fund Established in 2003 to provide annual support for Lincoln Memorial Fund of the Public Library of the general activity and operation of the Sandra and Charlotte and Mecklenburg County Leon Levine Jewish Community Center. Established in 1999 for the benefit of the Charlotte- Mecklenburg Public Library. Annabel Lambeth Jones Endowment 1 Fund Established in 1980 to honor Annabel Lambeth Nina Lyon Memorial Fund of the Public Library of Jones. It was established for the benefit of Brevard Charlotte and Mecklenburg County College (the Annabel Lambeth Jones Dormitory) Established in 1999 for the benefit of the Charlotte- and the Western N.C. Conference of the United Mecklenburg Public Library. Methodist Church for the Ministers' Pension Fund. W. Reid Martin Endowment Fund J. A. Jones Endowment for the Established in 2001 for the benefit of Communities Greater Enrichment Program in Schools of Rockingham County, N.C. Established in 2000 for the benefit of the Greater Sara Couch Masten Endowment Fund Enrichment Program. Established in 2003 for the benefit of charitable activities in Mecklenburg County. 42 The Mauney Memorial Library Endowment Fund Nevins Center Endowment Fund Established in 1998 for the benefit of the Jacob S. Established in 1983 for the benefit of the Nevins Mauney Memorial Library in Kings Mountain, N.C. Center, which serves mentally and physically chal- Louise Ray Mayo Memorial Fund of the Public lenged adults. Library of Charlotte and Mecklenburg County New Works Fund Established in 1999 for the benefit of the Charlotte- Established in 2002 by the Arts & Science Council Mecklenburg Public Library. for the benefit of new works. McColl Center for Visual Art - North Carolina School of the Arts CHC Artist-in-Residence Endowment Endowment Fund Established in 2002 for the benefit of the Artist-in- Established in 1981 for the benefit of the North Residence program at the McColl Center for Carolina School of the Arts. Visual Art. Old Waxhaw Presbyterian Church Historic McColl Center for Visual Art - VA Endowment Cemetery Fund Established in 2002 for the benefit of the McColl Established in 1994 for the benefit of the Historic Center for Visual Art. Cemetery at the Old Waxhaw Presbyterian Church Gail McKnight Staff Development Fund of the of Lancaster, S.C. Public Library of Charlotte and Mecklenburg The Opera Carolina - William Randolph Hearst County Education Fund Established in 1999 for the benefit of the Charlotte- Established in 1977 for the benefit of Opera Mecklenburg Public Library. Carolina. Charles B. McLin Endowment Fund of the Public Opera Carolina Endowment Fund Library of Charlotte and Mecklenburg County Established in 2002 for the benefit of Opera Established in 1999 for the benefit of the Charlotte- Carolina. Mecklenburg Public Library. Nicki Ostrow Endowment Fund Sam and Carolyn McMahon, Jr. Endowment Fund Established in 2004 to provide annual contributions Established in 1988 to benefit the Community to the Lion of Judah Campaign for the Jewish School of the Arts in Charlotte, N.C. Federation of Greater Charlotte. Mecklenburg 4-H Endowment Fund The Our Saviour Foundation Fund Established in 1979 for the benefit of the Established in 2002 to benefit the Episcopal Church Mecklenburg County 4-H. of Our Saviour in Rock Hill, S.C. Metrolina Association for the Blind Our Towns of North Mecklenburg/South Iredell Endowment Fund Habitat for Humanity, Inc. Endowment Fund Established in 1980 for the benefit of the Metrolina Established in 1999 for the benefit of Our Towns of Association for the Blind. Lake Norman Habitat for Humanity. Mint Museum of Art Endowment Fund PAC Activity Endowment Established in 1977 as a permanent fund for the Established in 2002 by the Arts & Science Council benefit of the Mint Museum of Art. for the benefit of PAC activity. Mint Museum of Art Endowment Fund Parkinson's Association Endowment Fund Established in 2002 for the benefit of the Mint Established in 1985 for the benefit of the Museum of Art. Parkinson's Association of Mecklenburg County, a Mint Museum of Craft & Design - division of Community Health Services. Visual Arts Endowment D. Lindsay Pettus Conservation Endowment Fund Established in 2002 for the benefit of the Mint Established in 1997 for the benefit of the Katawba Museum of Craft & Design. Valley Land Trust. Dorothy L. Moline Endowment Fund for the Planned Parenthood of North Carolina-West Fund National Kidney Foundation of North Carolina Established in 1985 for the benefit of Planned Established in 1981 in memory of Dorothy L. Parenthood. The initial gift to establish this fund Moline for the benefit of the National Kidney was from the Blumenthal Foundation. Foundation of N.C., Mecklenburg Chapter. Elizabeth Ramsey Poole Endowment Fund Monroe High School Educational Foundation Fund Established in 1993 for the benefit of LifeSpan. Established in 1992 to benefit the public schools in Robert C. and Mary Allen Price Endowment Fund Union County, N.C. Established for the benefit of the First Presbyterian Margaret Parker Moss Endowment for Mint Church, Rockingham, N.C. Museum Fund Rankin Museum Endowment Fund Established in 1986 in memory of Margaret Parker Moss for the benefit of special programs of the Established in 1997 for the benefit of the Rankin Education Department of the Mint Museum of Art. Museum of American Heritage located in Ellerbe, N.C. The Warren and Louise Moss Memorial Fund Regional Arts Council Endowment Fund Established in 2004 to be used for general purposes Established in 2002 by the Arts & Science Council including assisting in education, mission projects for the benefit of the Regional Arts Council. and other related charitable opportunities for Hopewell Baptist Church, Blacksburg, S.C. Clyde L. Richardson and Martha S. Richardson Memorial Fund NC Blumenthal Performing Endowment Fund Established in 2001 for the purpose of assisting the Established in 2002 for the benefit of NC mentally disadvantaged or physically handicapped Blumenthal Performing Arts Center. as a result of visual and hearing impairments in NC Dance Theatre Endowment Fund Union County, N.C. Established in 2002 for the benefit of the NC Richmond County Hospice Endowment Fund Dance Theatre. Established in 1990 for the benefit of Richmond National Conference for Community and County Hospice. Justice/NCCJ Fund Ridout Mission and Outreach Fund Established in 1994 for the benefit of The National Established in 2002 to benefit the Episcopal Church Conference for Community and Justice. of Our Saviour in Rock Hill, S.C. 43 James A. Risser Memorial Fund (JAR Fund) Shaw and Jack Spiers Endowment Fund Established in 2004 for the benefit of Helping Established in 2002 to provide scholarships to Hands Health Clinic. students at Brevard College with an interest in David Thomas Ritch Foundation Christian ministry or other areas of Christian service. Designated Endowment The Late Lenora S. Stein Established in 2001 to provide programming and Tzedakah Endowment luxury items that will draw others to visit The Established in 2004 for cystic fibrosis research and Dowd House. the Art Angel Fund of Fiorello Laguardia High River Hills Community Church Foundation School. Endowed Fund Marjorie Warlick Tate Child Care Assistance Established in 2003 to provide support to the pro- Endowment Fund grams at River Hills Community Church. Established in 1997 to provide funds to Child Care Rock Hill Parks Foundation Fund Resources to support developmental services for Established in 2004 to benefit the City of Rock Hill special needs children. parks, recreation and tourism. John Taylor Memorial Scholarship Fund Rotary Club of Statesville Endowment Fund Established in 2003 to support education programs Established in 1991 for charitable projects of the at The Light Factory. Rotary Club in Statesville, N.C. Theatre Charlotte Endowment Fund Salvation Army Endowment Fund Established in 2002 for the benefit of Theatre Established in 1989 for the benefit of Salvation Charlotte. Army programs in the greater Charlotte area. Teresa S. and Laura H. Thomas Endowment Fund The Salvation Army in the United States of Established in 1981 for the benefit of Discovery America Endowment Fund Place. The two sisters established this fund in mem- Established in 1996 for the benefit of the Salvation ory of their aunts, Alice H. Wickersham and Alice Army in the United States. F. Hogans. Science Education Fund Thornwell Endowment Fund Established in 2002 by the Arts & Science Council Established in 1996, the Thornwell Endowment for the benefit of science education. supports the Thornwell Lecture Series. Second Harvest Food Bank of Metrolina Union County Community Arts Council Endowment Fund Endowment Fund Established in 2000 for the benefit of Second Established in 1990 for the benefit of Union Harvest Food Bank of Metrolina. County Community Arts Council. Second String Santas Endowment Fund United Family Services Endowment Fund Established in 1994 for the benefit of Second String Established in 1998 for the benefit of United Family Santas, an organization that provides Christmas Services. presents for needy children. United Methodist Agency For The Retarded Linda Seigel Lion of Judah Endowment Fund Endowment Fund Established in 2003 to provide annual contributions Established in 1997 for the benefit of the United to the Lion of Judah Campaign for the Jewish Methodist Agency For The Retarded - Western Federation of Greater Charlotte. N.C. Seigle Avenue Presbyterian Church United Way Retirees Association Endowment - Endowment Fund Gordon Berg Founders Fund Established in 1994 for the benefit of Seigle Avenue Established in 2002 in honor of Gordon Berg to Presbyterian Church to provide support for the maintain United Way programs. Church's programs for youth. WTVI Public Television Endowment Fund Seigle Avenue Preschool Cooperative Established in 1985 for the benefit of WTVI. Endowment Fund The Harry and Jeanette Weinberg Endowment Established in 1993 for the benefit of Seigle Avenue Fund for the Foundation of Shalom Park Preschool Cooperative. Established in 2003 for the ongoing maintenance Silas Alexander Sharpe Foundation and operation of the facilities and grounds of Endowment Fund Shalom Park. Established in 1997 to benefit the Silas Alexander Rachel E. Whittle Endowment Fund Sharpe Homeplace located in Statesville, N.C. Established in 1993 for the benefit of the Saluda Shelter for Battered Women Endowment Fund Nursing Center in Saluda, S.C. Established in 1998 to benefit the Shelter for Charles R. Willard, Jr. Lecture Series Battered Women. Endowment Fund Shepherd's Center Endowment Fund Established in 1978 by Mr. and Mrs. Charles R. Established in 1987 for the benefit of Sheperd's Willard in memory of their son. The fund is used Center, which provides educational opportunities for the Charles R. Willard Jr. Lecture Series at the and services to senior citizens. First Presbyterian Church, Charlotte N.C. The Raenea and Sam Siegel General Williamson Fund - ASC Unrestricted Endowment Fund for Temple Beth El Established in 2002 by the Arts & Science Council Established in 2004 to benefit Temple Beth El. as an unrestricted fund. Kimberly Ann Sipes Memorial Endowment Fund Wing Haven Foundation Endowment Fund Established in 1994 in memory of Kimberly Ann Established in 1980 for the benefit of the Wing Sipes for the benefit of Florence Crittenton Haven Foundation, which operates a bird and gar- Services. den sanctuary in Charlotte. Rachel and Ty Snoddy Endowment Fund Billy Wireman Professorship at Queens University Fund Established in 1998 for the Cleveland County Memorial Library to benefit the library. Established in 1988 in honor of Billy Wireman, then president of Queens University.

44 World Team Endowment Fund Henry and Daisy Bridges Earth Lecture Series Fund Established in 1987 for the benefit of World Team to Established in 1999 to provide perpetual funding promote missionary outreach of churches in the U.S. for programs that increase dialogue about our plan- Lois M. Yandle Preservation Endowment Fund et and inform others of concerns about its ecology. Established in 2000 for the benefit of the Public Cabarrus County Community Foundation Library of Charlotte and Mecklenburg County. Endowment Fund This endowment will fund efforts by the Library's Established in 1989 with a $50,000 gift by the local History and Genealogy department and its Cannon Foundation. successors to preserve materials that document Carolinas Cancer Research Endowment Fund community history. Established in 1985 by William H. Van Every Jr. YMCA Blue Ridge Assembly Endowment Fund for the purpose of medical research into the causes, Established in 1986, this endowment is one of five detection, treatment and cure of cancer and for the under the will of William H. Barnhardt to provide purpose of educating and stimulating further cancer annual income for the YMCA Blue Ridge research by physicians and medical centers in the Assembly in Black Mountain, N.C. Carolinas. YMCA Endowment Fund Cherokee County Community Foundation Established in 1986, this endowment is one of five Endowment Fund under the will of William H. Barnhardt to provide Established with a $100,000 gift from the Fullerton annual income for the YMCA of Greater Charlotte. Foundation. YMCA of Charlotte Endowment Fund Children's Medical Endowment Fund Established in 1980 for the benefit of the Young Established in 1979 to assist with the medical needs Men's Christian Association of Greater Charlotte. of children (ages 17 and under) which may be YWCA Endowment Fund beyond their families' means to meet. Established in 1983 for the benefit of the Young Cleveland County Community Foundation Women's Christian Association of the Central Endowment Fund Carolinas. Established in 1985 with an inaugural gift by George York County Environmental & Conservation Blanton. Endowment Fund Joanne C. and Charles T. Davidson Endowment For Established in 1999 by Rebecca and Harry Dalton The Greater Enrichment Program to support environmental and conservation initia- Established in 2000 for the benefit of the Greater tives in York County, S.C. Enrichment Program. York County Hospice Endowment Fund Durwood Medical Clinic Endowment Fund Established in 1991 for the benefit of York County, Established in 1979 for medically-related purposes. S.C. Hospice. Mr. and Mrs. Edward R. Fatzinger Eugenia Young Endowment Fund Endowment Fund Established in 2000 for the benefit of the Cleveland Established in 1983 in memory of Mr. Edward R. County Memorial Library. Fatzinger for cancer research. Youth Homes Endowment Fund Fire Museum Endowment Fund Established in 1982 for the benefit of Youth Established in 1982 for the following purposes: (1) Homes, which provides residential and other teaching fire safety, (2) honoring firefighters injured services to older youth with emotional or behavioral or killed in action, and (3) preserving the heritage of problems. firefighting in this community. YouthNetwork Endowment Fund Carrie Marshall and Peter S. Gilchrist, Jr. Fund Established in 1999 for the benefit of Established in 1993 as an unrestricted endowment YouthNetwork's youth shelters. with a special interest in helping the indigent, col- leges and schools, hospitals and health centers. Sam and Emily Zimmern General Fund for Temple Beth El Charles R. and Ailene S. Harris Endowment Fund Established in 2004 to benefit Temple Beth El. Established in 1977 as an unrestricted fund with special interest in youth, education and teen preg- Field of Interest Funds nancy. The fund also provides scholarships in engi- Benefit a broad category of need such as chil- neering at the University of North Carolina at dren's health, the arts or environmental causes Charlotte. African American Community Endowment Fund Judge D.E. and Mattie J. Henderson Established in 1994 to encourage and foster philan- Endowment Fund thropy to support nonprofit programs and organiza- Established in memory of Judge D. E. and Mattie J. tions that address African American concerns, creat- Henderson for the purpose of providing aid and ing a legacy that will benefit future generations. assistance to abused women and children of the Charlotte-Mecklenburg area. Bechtler Arts Endowment Fund Established in 1981 by Andreas H. Bechtler to pro- Lethia Jones Henderson Endowment Fund vide support to major arts programs in the Charlotte Established in 1981 by the transfer to the area. Foundation of the trust created by the will of Lethia Jones Henderson. This is an unrestricted fund in Belmont Area Endowment for the the field of health and community service with Homeless and Hungry Fund emphasis on service to minority groups. Established in 1991 by an anonymous donor to benefit charitable efforts in Belmont, N.C. Don S. Holt Memorial Endowment Fund Established in 1982 in memory of Don S. Holt for Gordon Berg Endowment Fund the purpose of education and research in the renal Established in 1977 by Charles R. and Ailene S. field. Harris. The endowment is unrestricted with empha- sis on (1) the voluntary system of social work, (2) E. F. Hutton Endowment Fund the field of child welfare and protective services, Established in 1979 to be used for crippled children and (3) social planning for the community as a (under 18) of North Carolina in need of braces, whole. corrective shoes, wheelchairs and other orthopedic appliances. 45 Impact Fund for Emerging Philanthropists Pete and Ellen Bensley Memorial Scholarship Fund Endowment Fund Established in 1998 by Brandon Bensley in memo- Established in 2000 to ensure the long-term strength ry of her parents, this fund provides an annual col- of The Impact Fund, a program to engage young lege scholarship to a graduating senior at East regional leaders in an educational experience which Mecklenburg High School. encourages responsible philanthropy and funds The Donald H. Bernstein and John B. Talbert, Jr. innovative projects. Scholarship Fund Keeter Fund for the Indigent Established in 1999, the Donald H. Bernstein & Established in 2004 to benefit programs to support John B. Talbert Jr. Scholarship Fund provides indigent citizens residing in Cleveland County. undergraduate college scholarships to students who are children of employees of Hanes Companies, Lexington Area Community Foundation Inc., USA. Endowment Fund Established in 1997 with a gift in memory of Casper Mr. and Mrs. James H. Black and Ella Timberlake. Voice of Democracy Fund Established in 1987 to provide an annual scholar- Lincoln County Community Foundation ship to the North Carolina winner of the Voice of Endowment Democracy essay contest sponsored by the Veterans Established in 2001 with an inaugural gift of of Foreign Wars. $300,000 made by First Charter to benefit Christian Ministries. T. Frank Booth Memorial Scholarship Endowment Fund Dottie Martin Children's Endowment Fund Established in 1991 to provide undergraduate schol- Established in 1993 to honor and recognize Dottie arships in accounting at East Carolina University. Martin for her work with children as the First Lady of North Carolina. Elizabeth Leigh Brown Memorial Endowment Fund Established in 1992 to benefit broad charitable Imago Mundi Endowment Fund purposes. Established in 1990 for research in the field of the comparative history of science. Thomas Kay Buchanan III Memorial Scholarship Fund Col. Erickson S. and Madeline H. Nichols Established in 2002 to provide scholarships to flight Endowment Fund school for active cadets within the York County Established in 1983 in memory of Madeline Composite Squadron of the Civil Air Patrol. Hechenbleikner Nichols for cancer research. Cadmus Communications Corporation Graphics Lenora Stein Fund for Community Creative Scholarship Endowment Fund Learning Established in 1980 to provide scholarships to Established in 2004 to fund creative learning opp- graphic arts students at Central Piedmont portunities within Charlotte's Jewish community. Community College. Union County Community Foundation Julian E. Carnes Scholarship Endowment Fund Endowment Fund Established in 1989 to provide scholarships to stu- Established in 1989 with a gift from Thomas Dillon. dents preparing for a career in a technological field Viola and Dorothy Wister Foundation appropriate to meet the requirements of the U.S. Established in 1983 in memory of Viola F. Wister Patent Office as a patent agent or attorney. and Dorothy M. Wister for the purposes of cancer Carolina Panthers Players Institutional research and treatment, and the comfort of cancer Scholarship Fund patients. Established in 2001 to provide undergraduate schol- arships to fifth-year undergraduate students at UNC Scholarship Funds Charlotte who have participated in varsity athletics. Assist deserving students based on criteria Carolinas-Virginias Retail Hardware that you recommend Scholarship Fund Nancy "Nan" N. Abell Scholarship Established in 1995 to provide scholarships to chil- Endowment Fund dren of employees of member firms of the Established in 1991 to honor Nan Abell, a teacher Carolinas-Virginias region of the National Retail in the Charlotte-Mecklenburg School System for 45 Hardware Association. years, by one of her former students, H. R. McCrorie. The fund provides an annual scholarship Charlotte-Mecklenburg Emergency Services to a senior at Garinger High School. Scholarship Fund Established in 2004 to provide undergraduate schol- Herb Adrian Memorial Scholarship arships to students seeking to meet the minimum Endowment Fund educational requirements for employment in emer- Established in 1990 in memory of Herb Adrian by gency services professions. This includes, but is not the Charlotte Apartment Association for scholar- limited to, studies in emergency medical science, ships in the multi-family housing field. emergency medical technician (EMT) paramedics William Tasse Alexander Scholarship Fund and firefighting services/fire science. Established in 1983 to provide merit scholarships to Charlotte-Mecklenburg Schools Scholarship Fund Mecklenburg County, N.C. residents for undergrad- Established in 1988 by a $1 million anonymous gift uate studies primarily in the field of education. to provide an incentive for students to graduate and This fund was established through the will of pursue further education. Margery Alexander Thompson, a Charlotte- Mecklenburg teacher, in memory of her parents Charlotte Rotary's 9-11 Scholarship Fund and grandparents. Established in 2003 to provide scholarships to the children of Charlotte area public safety personnel. Bank of America Junior Achievement Scholarship Fund Lula Faye Clegg Memorial Scholarship Established in 1999 to provide scholarships to stu- Endowment Fund dents in the Atlanta area with an interest in business Established in 1990 in honor of Lula Faye Clegg, a through service to Junior Achievement. teacher in the Charlotte-Mecklenburg Schools for more than 40 years, by her former students. The fund provides scholarships in teaching at the University of North Carolina at Charlotte. 46 Consolidated High School of Jewish Scholarship Sarah Hall Jordan Scholarship Endowment Fund Endowment Fund Established in 1992 to be distributed annually to the Established in 2001 for the benefit of tuition schol- Thyatira Presbyterian Church in Rowan County, arships to the Consolidated High School of Jewish N.C. for the Sarah Hall Jordan Scholarship Studies. Program of the Church. Mary Stewart and William T. Covington, Jr. Mary and Millard Kiker Scholarship Fund Scholarship Fund Established in 1992 to provide scholarships on the Established in 1999 to provide college scholarships basis of academics, character and need to students for graduating seniors from Hoke County, N.C. of Anson and Union counties. Judy Crocker Memorial Scholarship Fund Gail Elaine King Endowment Fund Established in 1999 to provide undergraduate schol- Established in 1985 to provide scholarships to arships to Winthrop University students with an Providence Day School. interest in education, human services and related Lamb Murnan Endowment Fund majors. Established in 1997 for the benefit of the Charlotte Crowder Scholarship Fund Housing Authority Scholarship Fund to provide Established in 1986 by O. P. and W. T. Crowder extra support to a deserving recipient of the Sr. to provide college scholarships to children of Charlotte Housing Authority Scholarship Fund. employees of general contracting companies located Law Enforcement Memorial Scholarship in Mecklenburg County, with preference being Endowment Fund given to children of employees of the Crowder Established in 1987 in memory of Charlotte Police Construction Company. Officer Robert L. Smith and all other officers slain E. R. and Lillian B. Dimmette Scholarship Fund in the line of duty. This fund awards scholarships to Established in 1990 to provide college scholarships undergraduate students studying law enforcement at to students from Gaston, Iredell, Mecklenburg, Central Piedmont Community College and the Rowan and Wilkes counties. University of North Carolina at Charlotte. Charles and Dorothy Earp Scholarship Fund Grayson Lea Memorial Scholarship Established in 1997 to provide undergraduate schol- Endowment Fund arships to low-income students in the Charlotte- Established in 2000 to provide undergraduate schol- Mecklenburg Schools. Initially, this fund will award arships to varsity soccer players graduating from scholarships to recipients of the Charlotte Housing Piedmont High School. Authority Scholarship Fund and the Charlotte- The Samuel Lerner Scholarship Endowment Fund Mecklenburg Schools Scholarship Incentive Fund. Established in 2002 to provide scholarships to low- Peter Hunt Fincher Scholarship Fund income students from Charlotte-Mecklenburg. The Established in 2002 to provide scholarships to stu- Fund provides additional funding to recipients of dents attending Charlotte Latin School. the Charlotte Housing Authority Scholarship Fund Stuart and Martha Fishburne Endowment Fund and the Communities in Schools of Charlotte- Established in 1982, this fund provides the Howard Mecklenburg ThinkCOLLEGE Scholarship B. Higgins South Carolina Dental Scholarship to Program. students at the College of Dental Medicine at the Minority Professional Association Medical University of South Carolina. Institutional Scholarship Fund Richard Goolsby Scholarship Fund Established in 2001, the fund provides undergradu- Established in 1987 by William and Martha ate scholarships to high school seniors from North DeBrule of Forest City, N.C. in honor of Richard and South Carolina planning to pursue college Goolsby, a pioneer in the field of plastics. The fund majors in designated science and business-related will provide scholarships to students who have fields. shown a career interest in the plastics industry. Minority Scholarship Foundation Wilbert and Zora Holmes Scholarship Endowment Fund Endowment Fund Established in 1995 to provide scholarships for Established in 2002 by Dylan and Danette Holmes minority students of the Rock Hill and Fort Mill to honor their parents. This fund provides an school districts to enable them to attend a college or annual college scholarship to a graduating senior at university. York Comprehensive High School No. 1 in York, Music Education Foundation of S.C. Southern Park Fund James V. Johnson Scholarship Endowment Fund Established in 1994 to support music education for Established in 1997 for the benefit of the Iredell Mecklenburg County children. County Community Foundation, this fund provides North Carolina League for Nursing Academic Fund scholarships to students at Pfeiffer University and Established in 1989 to offer graduate scholarships in Mitchell Community College. nursing and related fields. Annabel Lambeth Jones Merit Scholarship Fund Ted H. Ousley Scholarship Endowment Fund Established in 1980 for merit scholarships in Mrs. Established in 1993 as a memorial to Mr. Ousley by Jones' name at Queens University and Brevard the North Mecklenburg Chamber. Annual college College. scholarships are awarded to seniors at North Lucille Finch Jones Endowment 1 Fund Mecklenburg High School. Established in 1979 for the Lucille Finch Jones Anne and Turner Page Family Endowment Fund Presidential Scholarship Program of Queens Established in 1993 to provide secondary education University. scholarships at Cool Spring United Methodist Lucille Finch Jones Endowment 2 Fund Church. Established in 1988 to provide scholarships for Ed and Harriet Parris Education Student male students at Queens University. Scholarship Fund Margaret H. Jones Scholarship Endowment Fund Established in 2002 to provide undergraduate schol- Established in 1987 by the will of Annie Lois arships to graduating seniors at Shelby High School Hyland in memory of her daughter, Margaret H. who plan to pursue teaching careers. Jones. This endowment provides an annual college scholarship for a graduating senior at Myers Park High School. 47 Mary Lynn Phillips Dance Scholarship Matthew Tennyson Wanke Scholarship Endowment Fund Endowment Fund Established in 1983 in memory of Mary Lynn Established in 1997 by Willis Carroon Corporation Phillips to provide instructional scholarships to stu- of North Carolina in memory of Matthew dents of dance at Community School of the Arts on Tennyson Wanke. The Fund provides undergradu- the basis of need and talent. ate scholarships to graduating seniors at Providence Henry DeWitt Plyler Scholarship Fund High School. Established in 1989 to provide undergraduate schol- Westminster Scholarship Endowment Fund arships for students from Lancaster County, S.C. Established in 1996 to provide undergraduate col- attending Winthrop University. lege scholarships to students who are members of Elizabeth S. Randolph Scholarship Fund the First Presbyterian Church of Lancaster. of the Public Library of Charlotte and Students may attend the college of their choice and Mecklenburg County pursue a course of study that will enable them to Established in 1999 for the benefit of the Charlotte- contribute to the welfare of human kind. Mecklenburg Public Library. Eloise and Leonard Whitesell Memorial Amy E. Ray Memorial Scholarship Scholarship Endowment Fund Endowment Fund Established in 2000 to provide scholarships to grad- Established in 1989 to provide an annual scholar- uating seniors at Pinecrest High School in Southern ship to a senior band student at Southpoint High Pines, N.C. School in Belmont, N.C. Fred C. Wikoff, Jr. Scholarship Fund Elizabeth Anne Reid Memorial Scholarship Fund Established in 1991 to provide scholarships to chil- Established in 2003 in memory of Elizabeth Anne dren of employees of Wikoff Color Corporation Reid to provide scholarships to graduating seniors at and its subsidiaries. Providence High School. Wilmore Scholarship Endowment Fund Ben Robinette Scholarship Fund Established in 1991 to provide college scholarships Established in 1999 to provide scholarships to UNC to students from the Wilmore Neighborhood of - Chapel Hill in honor of Ben Robinette. Charlotte. R. Stephen Ross Scholarship Endowment Fund Mary and Elliott Wood Foundation Scholarship Endowment Fund Established in 2003 in memory of R. Stephen Ross to provide scholarships to students at Independence Established in 1998 to offer encouragement and High School and David W. Butler High School comprehensive scholarships to the most gifted who have provided exceptional service to their com- future leaders who have the capability, desire, ener- munity. gy, enthusiasm and determination to enhance and improve our civilization and quality of life -- cultur- Rotary Scholarship Endowment Fund al, civic and ecological. Established in 1987 as a scholarship fund converted from a loan program. The fund was established by Unrestricted Funds the Charlotte Rotary Club to provide scholarships Benefit the community as a whole, either for graduates of Central Piedmont Community through community initiative efforts or for College who wish to obtain a bachelor's degree from a four-year college in Mecklenburg County. donor-specific areas of interest William Hensdale Shipp Memorial The Cole Foundation Endowment Fund Scholarship Fund Established in 1965 by Elizabeth S. Cole and her Established in 1998, this fund provides college brother, Robert L. Cole for a broad range of chari- scholarships to students who are members of table, educational, religious, literary and cultural Westminister Presbyterian Church or Progressive purposes in Richmond County, N.C. Baptist Church. Julia H. Cuthbertson Endowment Fund Tacy Anna Smith Memorial Scholarship Established in 1996 to assist with operations of Endowment Fund Foundation For The Carolinas. Established in 1996 to provide undergraduate col- Foundation Endowment Fund for Grantmaking lege scholarships to graduating seniors at Established in 1979 to assist with the grantmaking of Providence High School. Foundation For The Carolinas. Spirit Square Center for Arts and Education Fund Foundation Endowment Fund for Operations Established in 1997 to provide undergraduate schol- Established in 1980 to assist with operations of arships to college juniors and seniors from Foundation For The Carolinas. Throughout the Mecklenburg and surrounding counties with an years, numerous donors have contributed to this interest in the arts. fund. W. H. Stroud, Jr./Charlotte-Mecklenburg Fund Lucille Puette Giles Endowment Fund Established in 1990 in memory of Charlotte Police Established in 1996 for broad charitable purposes Captain Wade H. Stroud, Jr. to provide scholar- benefiting the people of Mecklenburg County. ships in law enforcement at the University of North Wayne Howe Endowment Fund Carolina at Charlotte. Established in 1998 to assist with operations of Swimming/Diving Scholarship Fund for Shelby Foundation For The Carolinas. High School Scott Macfarlan Memorial Endowment Fund Established in 1999 in memory of Maxine Miller Established in 1995 in memory of Scott Macfarlan Francis Forrest by her friends to provide undergrad- for broad charitable purposes. uate scholarships to Shelby High School students. McMahon Memorial Endowment Fund Whitten Crawford Tadlock Memorial Scholarship Established in 1965 as an unrestricted fund through Endowment Fund the will of Mrs. Philip McMahon. During her life- Established in 2000 to provide undergraduate schol- time, Mrs. McMahon was interested in beautifica- arships to Charlotte area high school tennis players. tion projects, women's rights and social welfare. Laramie Walden Memorial Endowment Fund Thomas H. and Jane B. Olson Endowment Fund Established in 1994 to provide scholarships to Established in 1999 with broad charitable purposes. North Mecklenburg High School students interest- ed in creative writing. Anonymous - 68 funds 48 summarized financial information for years ended December 31 2004 2003 Statement of Financial Position Assets Cash and cash equivalents $7,723,476 $25,600,108 Accounts receivable 4,315,281 7,763,062 Pledges receivable 4,504,673 6,123,579 Prepaid expenses 9,461 11,620 Short-term investments 66,614,671 55,202,444 Property and equipment, net 5,235,420 5,026,097 Notes receivable 250,000 250,000 Beneficial interest in trust 9,213 433,931 Long-term investments 316,174,540 255,926,122 Total Assets $404,836,735 $356,336,963 Liabilities And Net Assets Liabilities $122,250,534 $104,335,777 Net Assets 282,586,201 252,001,186 Total Liabilities And Net Assets $404,836,735 $356,336,963

Statement of Activities Revenues Contributions $84,983,617 $78,910,773 Less - contributions received on behalf of others (13,516,234) (11,314,700) Net contributions 71,467,383 67,596,073 Other, Net 15,621,917 28,321,842 Total revenues, gains and other support $87,089,300 $95,917,915

Expenses Grants $52,943,370 $35,640,593 Less - grants disbursed on behalf of others (4,753,317) (2,554,065) Net Grants 48,190,053 33,086,528 Operating Expenses 3,390,560 2,879,445 Other Expenses 4,923,672 3,974,931 Total Expenses $56,504,285 $39,940,904 Change in net assets $30,585,015 $55,977,011 Net Assets, Beginning Of Year 252,001,186 196,024,175 Net Assets, End Of Year $282,586,201 $252,001,186

The audited financial statements of Foundation For The Carolinas are available for inspection at the office of Foundation For The Carolinas, 217 South Tryon Street, Charlotte, NC 28202. Independent auditors: Cherry, Bekaert & Holland, L.L.P. 49 dedicatedleadership 2004 2005 2004 - 2005 Board of Directors Board of Directors Executive Committee Ruth G. Shaw, Ph.D., Chair Ruth G. Shaw, Ph.D., Chair Ruth G. Shaw, Ph.D., Chair Duke Energy Corporation Duke Energy Corporation Peter B. Ridder, Past Chair Mark R. Bernstein Mark R. Bernstein Harvey B. Gantt, Treasurer Parker Poe Adams & Bernstein Parker Poe Adams & Bernstein Lynne S. Safrit, Audit James E. Burt III James E. Burt III Committee Chair/Secretary First Charter Bank First Charter Bank Mark R. Bernstein, At Large H.W. Close H.W. Close Springs Foundation, Inc. Springs Foundation, Inc. Thomas C. Nelson, At Large Edward E. Crutchfield Alan T. Dickson Retired, First Union Dickson Foundation National Bank Harvey B. Gantt Legal Advisor Algeania Freeman, Ph.D. Gantt Huberman Architects Herbert H. Browne Jr. Livingstone College William H. Grigg Helms Mulliss & Wicker PLLC Harvey B. Gantt Retired, Duke Energy Gantt Huberman Architects Polly C. Jackson William H. Grigg Civic Leader Retired, Duke Energy Hugh L. McColl Jr. Hugh L. McColl Jr. McColl Brothers Lockwood McColl Brothers Lockwood Thomas C. Nelson Thomas C. Nelson National Gypsum Company National Gypsum Company Martha “Brownie” Plaster Martha “Brownie” Plaster Civic Leader Civic Leader Peter B. Ridder Peter B. Ridder The Charlotte Observer The Charlotte Observer Sally Robinson Sally Robinson Civic Leader Civic Leader Lynne S. Safrit Lynne S. Safrit North American Commercial North American Commercial Operations/Castle & Cooke Operations/Castle & Cooke Geraldine Sumter Geraldine Sumter Ferguson Stein Wallas Adkins Ferguson Stein Wallas Adkins Gresham & Sumter, PA Gresham & Sumter, PA G. Kennedy Thompson James G. Whitton Wachovia Corporation Retired, Whitton James G. Whitton Distributors, Inc. Retired, Whitton Distributors, Inc.

50 2004 - 2005 2004 - 2005 Board of Advisors Investment Committee James T. Staples, Chair Thomas C. Nelson, Chair Iredell County National Gypsum Company Community Foundation Kathy Anderson Bernard N. Ackerman Civic Leader York County James E. Burt III Community Foundation First Charter Bank Robert K. Folks Charles T. Davidson Lancaster County Retired, J.A. Jones, Inc. Community Foundation W. Barnes Hauptfuhrer Larry D. Hamrick Sr. Wachovia Corporation Cleveland County Community Foundation Harry Lerner Lerner & Company Real Estate Seth A. Haney Lincoln County Stephanie S. Lynch Community Foundation The Duke Endowment Margaret H. Kluttz Salisbury Community Foundation, Inc. Robert F. Lowe Lexington Area Community Foundation Sallie M. Lowrance Charlotte Mecklenburg Community Foundation Charles L. Norwood Union County Community Foundation Arthur H. Rogers Jr. Stanly County Community Foundation Mark E. Shelley Cabarrus County Community Foundation Dr. John S. Stevenson Foundation For Richmond County John B. Travers Cherokee County Community Foundation Ruth G. Shaw, Ph.D., Ex Officio Foundation For The Carolinas

51 Foundationstaff

Executive Office Development and Michael Marsicano, Ph.D. Planned Giving CEO and President C. Barton Landess, J.D. Laura L. Meyer Senior Vice President, Executive Vice President Development & Planned Giving Gretchen A. McLean-Bridges Cassandra Tydings, J.D., LL. M. Executive Assistant Vice President of Planned Giving, Foundation for the Client Services Arts & Sciences Holly Welch Stubbing, J.D. Sue Worrel Senior Vice President, Executive Director, Client Services Foundation for the Charlotte Nicole K. DeVillers Jewish Community Assistant Vice President, Lynne P. Wooten Client Services Administrative Assistant, Andrea C. Edwards Development & Client Services Assistant Vice President, Client Services Investments & Administration Fontella D. McKyer Assistant Vice President, Judy L. Kerns Client Services Senior Vice President, Investments & Administration Communications Kimberlie K. Coleman Charity L. Perkins Administrative Assistant Vice President, Communications Karen U. Hurd Pamela Davis Investment Specialist Communications Specialist Sharon A. Laliberte Community Office Manager Philanthropy Warren J. McKee Donald K. Jonas, Ph.D. Maintenance Specialist Senior Vice President, Becky P. Taylor Community Philanthropy Receptionist Jenene H. Seymour Operations Senior Vice President, Scholarships Debra S. Watt Senior Vice President, E. Bridget Ancil Operations Administrative Assistant, Community Philanthropy Jill K. Blumenthal Service Specialist Vicki L. Jones Assistant Vice President, Alyssa R. Federico, CPA Community Philanthropy Assistant Vice President, Operations Carla F. McCrorey Administrative Assistant, Lee E. Roseboro Scholarships Accounts Payable Specialist Ryan Moses Olivia R. Scott Scholarship Specialist Grants Processing Specialist M. Elaine Rhodes Assistant Vice President, Community Philanthropy Susan L. Stewart Administrative Assistant, Community Philanthropy

52 rememberinggordon berg Foundation For The Carolinas suffered a loss this year with the passing of Gordon Berg. Mr. Berg served as the executive director of the Foundation from 1978 to 1986. He passed away July 2, 2005 at the age of 92.

In a quiet and unassum- ing way, Mr. Berg dedicated his life to improving, enriching and impacting others' lives. A graduate of the University of Minnesota's School of Social Work, he began his career in St. Paul, Minn., establishing daycare centers through- out the city to help working women during World War II.

Mr. Berg is credited with inspiring the charitable spirit that defines our region. He moved to Charlotte in 1955 to direct what is now the United Way of Central Carolinas. While serving as the executive director for 23 years, Mr. Berg turned the organization into one of the most successful United Ways in the southeast.

In 1958, under Mr. Berg's leadership, a gift of $3,000 from the United Way helped to launch Foundation For The Carolinas. Upon retiring from the United Way in 1978, Mr. Berg became executive director of the Foundation. During his tenure, Foundation assets grew to more than $20 million. His philosophy that “anyone can be a philanthropist” has encouraged individuals of all means to participate in building the Foundation into a permanent community resource for charitable needs.

Mr. Berg and his wife Dorothy were married for more than 50 years. Mrs. Berg also passed away this year on September 12 at the age of 96.

Gordon Berg (shown here with his wife Dorothy) inspired many to give of their time, talent and resources to make their communities better places to live. The mission of Foundation For The Carolinas is to inspire philanthropy and strengthen our region through innovative community initiatives and quality services to donors and constituents.

FOUNDATION FOR THE CAROLI NAS 217 South Tryon Street • Charlotte, NC 28202 (704) 973-4500 • (800) 973-7244 (704) 973-4599 fax www.fftc.org Federal Tax ID# 56-6047886