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.
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.
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.