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Report to the Community for 2023

Reflecting on 2023 is another opportunity to recognize the tremendous impact of area nonprofit organizations, government agencies, and community partnerships that served to maintain or improve the health of Greater Williamsburg Area residents across generations with interventions that addressed social isolation, food insecurity, physical inactivity, transportation needs, and provided social supports and/or access to behavioral, dental, and primary care. The Williamsburg Health Foundation Board of Trustees and Staff applaud the collaboration of this exemplary network dedicated to improving the well-being of all who live, work, and play in Greater Williamsburg.

Deanna Van Hersh

President & CEO

From our BOARD & STAFF

The Williamsburg Health Foundation (WHF) Board of Trustees and Staff are pleased to share our 2023 Report to the Community highlighting the work of WHF-supported community organizations to improve the health and well-being of Greater Williamsburg Area residents throughout each phase of life. Across the life span — from pregnancy to infant, toddler to school-age, adolescence to young adult, middle age to older adult — individuals at each stage of life are touched by the efforts of community partners to improve health.

Investments in strengthening health are traditionally measured by the absence of disease. Yet, some less-considered factors, such as the social and community context and access to quality care, are predictors of health. Increasing access to healthy opportunities throughout each stage of life enhances our collective well-being and strengthens our community.

Despite the impact that nonprofits make in communities, public awareness of these contributions is remarkably low. In fact, according to the Lilly Family School of Philanthropy at Indiana University, only five percent of Americans report being aware that they or their immediate family members have benefited from nonprofit organizations. As we reflect on the accomplishments of WHF grant recipients in 2023, we illuminate how each organization touches our community throughout the various stages of life.

We envision a community where healthy choices and opportunities are available for all. Among those working to realize this aspiration through collaborative efforts are community members and nonprofits in behavioral, dental, and primary health care; social services; faith; education systems; and local governmental agencies. Together, we are shaping a future where each of us may access the support we need at every stage of life as we collectively foster a community committed to the health and well-being of us all.

Working with the Williamsburg Health Foundation over the past eight years has been a transformative journey and one of the most rewarding experiences of my professional life, filled with learning, growth, and the satisfaction of making a difference. I am honored to have contributed to our collective mission of improving the health and well-being of those who call the Greater Williamsburg Area home. As I prepare to pass the torch, I am confident in the Foundation’s direction and the continued success of community partnerships to improve health across the life span.

Beth Davis

Chair, Board of Trustees

HEALTH across the LIFE SPAN

Children

Youth

Adults

Older Adults

Multiple Ages

Multiple Ages

2023 BOARD of Trustees

M. Anderson Bradshaw

Attorney

M. Anderson Bradshaw, P.C.

Elizabeth DeFalcon, M.D.

Staff Physician

William & Mary

Andrea M. Donnor

Director, Platform Marketing Operations

Capital One Financial, Inc.

Cheri Green

Senior Vice President, Private Wealth Advisor

Old Point National Bank

Nathan R. Green

Commonwealth’s Attorney

Williamsburg/James City County

Kelli Mansel-Arbuckle

Retired Human Resources Director

The Colonial Williamsburg Foundation

Douglas J. Myers

Senior Vice President

Morgan Stanley

Steven R. Staples

Retired, School Superintendent/ Executive Professor

William & Mary School of Education

Felicia A. Stovall, Vice Chair

Senior Vice President, Senior Wealth Advisor & Trust Officer Head of Administration

Chesapeake Wealth Management

Thomas G. Tingle

President

GuernseyTingle

Philip Tuning

President, Retired

John Deere Financial Canada

Glenda H. Turner

Senior Director of Marketing and Public Relations

Jamestown-Yorktown Foundation

Adria Vanhoozier

President

Riverside Doctors’ Hospital Williamsburg

Robert A. Whitehead, Sr.

Pastor

New Zion Baptist Church, Williamsburg

Alfred L. Woods

Former Chairman

Aegion Corporation

Chair

Elizabeth F. Davis

Director, Patient Care Services

Sentara Williamsburg Regional Medical Center

Vice Chair

Earl T. Granger, III

Chief Development Officer/ Vice President

The Colonial Williamsburg Foundation

Treasurer

Juanita M. Parks

Chief Financial Officer

Williamsburg Landing, Inc.

Immediate Past Chair

*Jackson C. Tuttle, II

Retired City Manager

City of Williamsburg

Secretary

*Deanna Van Hersh

President & CEO

Williamsburg Health Foundation

*Ex-Officio

WHF Financial Summary

The Williamsburg Health Foundation was formed in 1996 when the Williamsburg Community Hospital and Sentara formed a merger that included a provision for a new, locally organized and managed Foundation to benefit the community’s health. In the inaugural year, WHF started with an endowment of $55 million, anticipating providing $1 million annually to support healthcare initiatives in the community. To fulfill the objective of providing financial support for community partner programs and health initiatives in perpetuity, the Foundation’s Board of Trustees established a goal to achieve investment returns sufficient to support ongoing operations and grant distributions and maintain pace with inflation. Under the careful oversight of the Board of Trustees, the Foundation’s endowment had grown to a value of $147 million by the end of 2023, and WHF has awarded more than $106 million in grants to benefit health and well-being in Greater Williamsburg.

Summary Statements of Financial Position (in thousands)

2023

TOTAL ASSETS

$147,720

Liabilities: Grants and Other Accounts Payable

1,490

Unrestricted Net Assets

146,230

LIABILITIES AND NET ASSETS

$147,720

2022

TOTAL ASSETS

$136,900

Liabilities: Grants and Other Accounts Payable

1,400

Unrestricted Net Assets

135,500

LIABILITIES AND NET ASSETS

$136,900

Summary Statements of Activities (in thousands)

2023

UNRESTRICTED REVENUE AND GAINS (LOSSES)

$17,890

EXPENSES

Community Grants

5,650

Program, General, and Administrative Expenses

1,360

Federal Excise and State Tax (Benefit) Expense

150

$7,160

CHANGE IN NET ASSETS

10,730

NET ASSETS, BEGINNING OF YEAR

135,500

NET ASSETS, END OF YEAR

$146,230

2022

UNRESTRICTED REVENUE AND GAINS (LOSSES)

$(16,115)

EXPENSES

Community Grants

4,050

Program, General, and Administrative Expenses

1,705

Federal Excise and State Tax (Benefit) Expense

430

$6,185

CHANGE IN NET ASSETS

(22,300)

NET ASSETS, BEGINNING OF YEAR

157,800

NET ASSETS, END OF YEAR

$135,500

STRATEGIC Plan

Vision

Individuals making healthy choices in a community with health opportunities for all.

Mission

Collaborate, innovate, and invest to impact systems that improve the health and well-being of individuals living in Greater Williamsburg.

Goals

  • Advance organizations, systems, and public policy crucial to community health and well-being.
  • Target behavioral and social risk factors that influence the health of individuals throughout the lifespan.
  • Strengthen the healthcare safety-net for uninsured and underinsured individuals.

Values

  • Accountable: Steward community values and assets transparently.
  • Ethical: Work with honesty and integrity.
  • Respectful: Ensure all voices are heard and recognize those who do the work.
  • Engaged: Connect and commit to the community.
  • Catalytic: Instigate change to achieve real, measurable impact.

Get in Touch.

4801 Courthouse Street Suite 200 Williamsburg, VA 23188-2678

757.345.0912

info@williamsburghealthfoundation.org