Charlotte Community Foundation 2015 Annual Report

Connecting People Who Care
with Causes that Matter
Charlotte Community
Foundation, Inc. (CCF) is an
independent, tax-exempt
public charity as described in
sections 501(c)(3) and 509(a)
(1) of the Internal Revenue
Code, created by and for
the people of Charlotte
County, FL.
We enable people with
philanthropic interests to
support the issues they care
about, easily and effectively.
We build permanent funds
through gifts from donors,
and from those funds, we
make grants to address a
wide variety of current and
long-term needs in the
community. Our mission is to
connect people who care
with causes that matter.
Charlotte County Foundation
was established in 1995 with
assets from the Adventist
Hospital Foundation after the
Adventist Hospital was sold
and became the Charlotte
Regional Medical Center.
In 2004, the Foundation
expanded its mission and
became Charlotte
Community Foundation.
Since 1995, Charlotte
Community Foundation has
awarded more than five
million dollars in grants and
scholarships.
Charlotte Community Foundation
2015 Annual Report
Greetings and Happy New Year!
January is traditionally a time for reflection, and resolutions of
change. We want to be better and do more, as individuals, as a
community, and as a society. Yet change can be so tough. It
requires energy, commitment, perseverance, and a clear vision for
success. And all too often, we don’t see tangible results quickly
enough, and we lose our momentum. Perhaps what we need to
remind ourselves is that change happens one person, one day, and
one step at a time. We must, as individuals, “be the change”
because when we are, that changes everything.
And speaking of change, there’s lots of great change
happening at Charlotte Community Foundation! In early 2015, we
developed a bold new three-year strategic plan. Thanks to our
generous donors, we awarded $571,049 in grants and scholarships.
More than 230 nonprofit organizations utilized meeting space at our
facility at no charge. And in October, we celebrated the arrival of
our new tenant and community partner TEAM Punta Gorda, who
relocated their offices into our downtown building.
We are proud to be Charlotte County’s local community
foundation, dedicated to providing exceptional donor services,
relevant information on local needs and issues, and a range of
opportunities for people to give back and create real social change
in Charlotte County. You can make a difference, and we are here
to help you do it. Connecting people who care with causes that
matter. Be the change!
With kind regards,
Julia Steele
Chief Executive Officer
CCF Funds
Bayne/Katz Family Fund
Charlotte County Homeless Coalition
Fund
Charlotte Harbor Environmental
Center Fund
City of Punta Gorda Golf
Championship Fund
David Gerdel Memorial Scholarship
Dennis Munholand Memorial Fund
E. David & Cathleen Johnson
Foundation for the Arts
Eric Hall Memorial Fund
Esterly Fund
F. Michael & Dorothy L. Strunk
Family Fund
Hammami Family Fund
Harry Chapin Food Bank Fund
Health Professions Scholarship Fund
Henry & Barbara Haug Fund
Holmes Family Charitable Fund
Horner Family Fund
Hugo & Wallie Spatz Fund
J. Jeffrey & Emily Hawley Fund
Jimmy & Paige Dean Foundation
John & Nancy Prafke Fund
John & Rachel Youmans Fund
Kantor Family Fund
Leadership Charlotte Fund
Leo Wotitzky Scholarship Fund
Lillian J. Adams Animal Welfare Fund
Mary & Emily Byrski Fund
Monck Family Foundation
Mosaic Scholarship Fund
Nora Penton Beatty Memorial
NursingScholarship
Nursing Scholarship
Paka’s Fund
Paul Hanson Memorial Fund
Presley-Beane Family Fund
Punta Gorda Isles Civic Association
Fund
Robert & Catherine Peterson
Smuggler’s Enterprises, Inc.
Foundation
Southwest Florida Vietnam
Memorial Wall
Thomas E. & Carolyn M. Freeland
Foundation
Joy Bayne and Robin Bayne
Lillian Adams Animal
Welfare Fund
Punta Gorda Golf Championship
Fawcett Memorial Hospital Donation for the SWFL
Vietnam Memorial Wall
2015 Grants
Total Amount $571,049
Leadership Charlotte granted to the Charlotte Public
County Schools for the 8th graders to attend the Asolo
Theater production of Shakespere’s “Twelfth Night”
Harry Chapin Food Bank
Hearing Impaired Persons of
Charlotte County
Juvenile Diabetes Foundation
KQED
Lee Memorial Hospital Systems
Foundation (Golisano)
Military Heritage Museum
Mills Peninsula Hospital
Mission Hospice & Home Care
Noel Ministries Food Pantry
Peace River Wildlife Center
Peninsula Volunteers, Inc.
Peninsula Symphony
Punta Gorda Historical Society
Punta Gorda History Center
Retired Law Enforcement Association of SWFL received a grant
to supply Punta Gorda Police K-9 Office Spirit with a bullet
proof vest.
American Cancer Society
Animal Welfare League
American Red Cross Bay Area Chapter
Bay Area Seniors Associate Appreciation Fund
Big Brothers Big Sisters
Bright Focus Foundation Macular
Degeneration Research
Canine Castaways
Center for Abuse & Rape Emergencies (CARE)
Charlotte County Sheriff’s Office
Charlotte County Habitat for Humanity
Charlotte County Homeless Coalition
Charlotte Local Education Foundation
Charlotte Symphony Orchestra
Clarkson University
Doctor without Borders
Experimental Aviation Association
Chapter 565
Friends of the Punta Gorda Library
Charlotte Symphony Orchestra Kids
Punta Gorda Lions Foundation
Punta Gorda Middle School Band
Punta Gorda Police Department K-9 Unit
Retired Law Enforcement Association
of SWFL
Samaritan House
Second Harvest Food Bank of Santa Clara
& San Mateo
St. Lawrence University
St. Vincent dePaul Sacred Heart
Stanford Cancer Institute
Suncoast Humane Society
Visual Arts Center
WGCU Public Media
Wounded Warrior Project
2015 Scholarship Recipients
TYPES OF FUNDS
Community Fund
If you want your fund to be available
to respond to the community’s everchanging needs, consider contributing
to our Community Fund. This
unrestricted general fund allows us the
flexibility to determine where your gift
can make the most impact, both
today and in the future.
Donor Advised Fund
LEO WOTITZKY SCHOLARSHIP
HEALTH PROFESSIONS SCHOLARSHIP
Valerie Segebre
Port Charlotte High School
John Studenwalt
Port Charlotte High School
Nicole Mis
Lemon Bay High School
Taylor Vaughan
Charlotte High School
Emily Treasure
Port Charlotte High School
Kheyanne Williams
Port Charlotte High School
NORA PENTON BEATTY SCHOLARSHIP
Maria Sheppard
Lemon Bay High School
THE NURSING SCHOLARSHIP
Tiffani Sweet
Charlotte High School
Kayla MaGaw
Florida Southwestern Collegiate
High School
Giovanna Lovera
Lemon Bay High School
Cassidy Grimmett
Lemon Bay High School
Brooke Bennett
Charlotte High School
Andrea Buchholz
Port Charlotte High School
DAVID GERDEL MEMORIAL
SCHOLARSHIP
Kaitlyn Hansen
Lemon Bay High School
Tiffani Sweet
Charlotte High School
Brooke Bennett
Charlotte High School
Dominique Watson
Florida Southwestern State
College
Rebecca Emdin
Florida Southwestern State
College
3 other individuals from Florida
Southwestern State College
Giving is made easy through a Donor
Advised Fund. This fund allows you
the privilege of recommending grants
to organizations and projects you feel
are worthy. Plus you can name
successor advisors to your fund, such
as children or grandchildren.
Field of Interest Fund
If you hold a particular cause close to
your heart, such as healthcare or
animals, you can establish a field of
interest fund, assuring your gift will be
used to address current or emerging
issues within the broad area of
concern you identified.
Designated Fund
A designated fund allows you to focus
your grant making on specific
charitable organizations. This assures
that the organizations you specify will
have a permanent revenue stream to
support their missions.
Agency Fund
Through an agency fund, nonprofit
charitable organizations can protect
their assets and take advantage of a
diversified investment portfolio.
Scholarship Fund
By forming a scholarship fund, you will
be providing qualified students with
the means they need to achieve
higher learning.
2015 Donors
2015 Gifts Received
$488,034
$25,000 and above
Pauline Adele Kelly June
Anonymous
Rachel Youmans
$10,000 to $24,999
Leadership Charlotte Class 2015
Punta Gorda Golf Championship
Smuggler’s Enterprises
Bayfront Health Port Charlotte
Bayfront Punta Gorda
Medical Staff
Fawcett Memorial Hospital Medical
Staff
Walter Levasseur
General & Mrs. Richard Carr
Vietnam Brotherhood, Inc.
$5000 to $9,999
Joan Shute
American Legion Post 110
Waste Management
Mosaic Fertilizer, LLC
Maureen & Art Cronk
American Legion Post 103
Hasan Hammami & Elizabeth Doig
Robert & Catherine Peterson
$1,000 to $4,999
Joanne Amendola-Phenix
Charlotte County Homeless
Coalition
Lawrence Clark
Charlotte County Dental Society
Charles I. and Evelyn I. Gibson
Revocable Family Trust
Smuggler’s Enterprises Employees
American Legion Post 159
Hilton Bicknell
John Boland
Carole Borgstrom
Campbell’s Enrolled Agents & Co.
Lee & Mary Chalifour
DAV Chapter 18
Don Gasgarth’s Charlotte
County Ford
Farr Law Frim
Harbor Resort Hotel Four Points
Barbara Larson
Richard Madore
Mitchell & Shannon Mesenburg
Military Officers Association of
America
Christopher & Kim Pflaum
Thomas Poole
Port Charlotte Walmart
Punta Gorda Garden Club
John Raber
Leo Riley
Thomas Rooney
Marilyn Smith-Mooney
VFW 8203 Men’s Auxiliary
VFW Post #4174 Byron W.
Catherwood Memorial Post
Village Fish Market & Restaurant
Ronald & Rita Kagan
Arthur Krill
Col Joseph & Susan Della-Corte
American Legion Riders Group of
Post 336
Craig & Janet Esterly
Port Charlotte Post 5690
Purple Heart Jack L Conway
Chapter 759
Florida Power & Light
Amvet’s Post 2000
Jeffrey & Emily Hawley
Fawcett Memorial
$ 500 to $ 999
Maria A. Naliwaika
Thomas Ferer
Chrome Diva’s of Port Charlotte
Ralph & Katherine Swain
Punta Gorda Boat Club
Amvets Ladies Aux 2000
Fred Gehrt
Palm Automotive
Thomas & Norma Block
United States Paratroopers
Byrski Estate & Elder Law
Veterans of La Casa
Jerome Jacobson
Bill & Andrea Truex
Trigger Properties, LLC
Suncoast Professional Firefighters &
Paramedics
Ray & Marsha Starsman
Sons of the American Legion
Deborah Snedeker
LTC Kathleen Roth
Retina Association of Sarasota
Patriot Riders’ of America
Strang, Olsen & Lynch, CPAs
Dorothy & Braden Messick
Carole & Dwight Hutcheson
Hurricane Charley’s Raw Ba & Grill
Vincent Grafton
Lydia Gattanell
Drs. Thomas & Carolyn Freeland
Guy S. & Annette Emerich
Kathleen Dulk
Desoto Gun Club, Inc.
Dean’s South of the Border
Charlotte State Bank
Charlotte County Republicans Club
Charlotte Bay Chapter
Ed & Joyce Bryant
William & Joelin Bayer
ATA Fishville Retail FL
Paul Andrews Sr.
All Injuries Law Firm, PA
Chris Yaros
Patricia Scott, DDS
Panther Hollow Dental Lodge
Charlotte County Dental Hygienists
Association
$ 250 to $ 499
Marc & Cindy Melser
North Port Moose Lodge #764
Ruby Tuesday
William B. Ginn
Lakewood Village of Punta Gorda
Homeowners Association
Barbara T. & John Scott
John Ross
Kathryn Costello
David Paulson, DDS
BER, Inc.
Stephen & Marie Nadle
Southwest Florida Mopar Club, Inc.
Howard Spielman
Kays-Ponger & Uselton Funeral
Homes
Terry Rowe
Perry & Lois Jamar
Robert M. Dickinson
The Celtic Ray
Beth Brake
Michael Finch
H2U of Fawcett Memorial Hospital
Keller Law Office
Kelly Carr
Beverly Yankwitt
Kenneth Wyatt
Robert & Charla Whitley
Sankey & Ellen Webb
Marjorie Todd
Frederick & Violet Schlender
Safe Harbor Homes, LLC
William F. & Janice Roemler
Punta Gorda Elkettes
Punta Gorda Downtown Merchants
Association
Punta Gorda & Red Fish Yacht
Brokers
David & Delta Orlowski
Navigator Boat Club
Myakka Chapter NSDAR
McCrory Law Firm
Rosemary Marmaras
Kim Lovejoy
Kiwanis Club of Port Charlotte
Sunrise
DR DS Auto and Marine Inc.
Nav-A-Gator
Deep Creek Elks
Blue Star Mothers of American, SWFL
Chapter 4
Victor Paul & Lee Blizard
Robert Berntsson
Army Navy Gun & Boot, Inc.
2015 Financials
Board of Directors
Ron Olsen
Strang, Olsen & Lynch, CPAs
Chairman
Unrestricted Funds
$
839,451
14%
Restricted Funds
$ 2,849,980
47%
Mary Byrski, Esq.
Property & Fixtures
$ 2,340,707
39%
Miscellaneous
$
Total Assets
$ 6,066,019
Byrski Estate & Elder Law
Vice Chair
Douglas L. Young
35,881
1%
100%
Clear View Financial Services,
Treasurer
Jimmy Dean
Harbor Style Magazine
Secretary
Jill McCrory
McCrory Law Firm
Lew Bennett
Landsburg Bennett Private
Wealth Management
Jane Washburn
Retired Financial Advisor
Karen Amador
South Port Square
Robin Vazquez
Estate and Guardian
Management Services
Staff
Julia Steele
Chief Executive Officer
Jan Stephens
Office Administrator
2014 Audit and 2014 IRS 990 are available at www.charlottecf.org
Charlotte Community Foundation
227 Sullivan Street • Punta Gorda, FL 33950 •
(941) 637-0077 • www.charlottecf.org
Julia Steele, Chief Executive Officer • [email protected]