Annual Report 2012-2013 - Community Foundation of Collier County

Transcription

Annual Report 2012-2013 - Community Foundation of Collier County
Community Foundation
of Collier County
The Power of Philanthropy
2012–2013 Annual Report
The Power of Philanthropy
2
Board of Trustees
3
The Year in Review
4
Board, Committees and Staff
6
All About Funds
Contents
Knowledge
11
Resource Guide to Collier Nonprofits
14
Collier 211
18
The Center for Nonprofit Excellence
Community
20Immokalee
22
Women’s Philanthropic Network
26
Celebration of Philanthropy
Community Foundation
of Collier County
Corporate Philantrophy
28
Corporate Partners for 2013
Corporate Partners
Funds
29
BNY Mellon Wealth Management
30
Bond, Schoeneck & King, PLLC
31
Comerica Wealth Management
32
Gulfshore Insurance, Inc
33
Wells Fargo
34
The Naples Beach Hotel & Golf Club
35
Abbot Downing
36
Naples Daily News
37
Northern Trust
Professional Advisors Council
38
Harmon-Meek Gallery
39
Wasmer, Schroeder & Company Inc.
64
40
Hahn Loeser & Parks LLP
41
Willow Street Advisors, LLC
42
JPMorgan Chase & Co.
47
Funds at the Community Foundation
1985-2012
Gifts and Grants
51
Financials
62
Our Mission
The Community Foundation of Collier County provides donors with philanthropic
knowledge and financial stewardship to strengthen our community – forever.
Publisher Community Foundation of Collier County
Editors Jane Billings, Susan Utz
43
Classical South Florida
Contributors Mary Ellen Barrett, Mary George,
Marsha Lewis, Karen Warnken
44
Finemark National Bank & Trust
45
é Bella Magazine
46
Ciccarelli Advisory Services, Inc.
Layout & Design Presstige Printing
Photography Annette Kirk, Nick Shirghio
2012-2013
board
of trustees
The year
in review
Community Foundation
of Collier County
Alan M. Horton, Board Chair Elect, Mary George, Vice President Community Investment, Thomas D. McCann, Board Chair
The Power
of Philantrophy
For the past 27 years, the Community Foundation of Collier County has been in a unique position
to serve as the primary philanthropic resource for donors and nonprofits in our community. In 2012,
the Foundation’s board launched a new strategic plan which will sharply focus its efforts over the next
several years on strategic grantmaking and providing leadership to help solve problems in identified
areas of community needs.
As we launch our new plan, I am very pleased to announce that the Board
successfully concluded its search for a new President and CEO. Eileen ConnollyKeesler, who has enjoyed a most successful twelve years as CEO of the Oshkosh,
Wisconsin Community Foundation, will be joining us on January 1, 2013. As head
of her Foundation, she grew the endowment from $20 million to almost $80 million,
established numerous funds focused on the interests of the community and became
the leading, public-spirited citizen of her area.
L to R (back row): Christopher P. Bray, John D. Fumagalli, Dennis C. Brown
L to R (sixth row): Paul W. Dresselhaus, Alan M. Horton, Suzanne Lount
L to R (fifth row): Brian V. McAvoy, Thomas D. McCann, Mana P. Holtz L to R (fourth row): Kim Ciccarelli Kantor, John F. Sorey, III
L to R (third row): Mario Valle, Christine R. Flynn, Mary George, John J. Morgan
L to R (second row): Jennifer B. Walker, Deborah L. Russell, Patricia A. Jilk
L to R (bottom row): J. Richard Munro, Harold L. Zink, Kathleen L. Kircher
Eileen
Connolly-Keesler
I want to thank Mary George, who has operated as Acting CEO since May of 2012, and the
Foundation’s capable staff for helping to keep progress moving forward. Without their leadership and
support, we could not have accomplished the results we have enjoyed.
Finally, I want to thank you for your continued support of our wonderful organization. The current
Board of Community Foundation of Collier County recognizes the debt of gratitude owed to the
many previous Trustees and other principal supporters who have made the Foundation such a major
contributor to the strength of our community. It is our commitment to sustain that leadership.
Not pictured: William D. Lange
Chair, Board of Trustees
2 | www.cfcollier.org
THE POWER OF PHILANTHROPY | 3
2012-2013
board of
trustees &
committee
members
Community Foundation
of Collier County
Executive
Committee
Members
Thomas D. McCann –
Chair
Alan M. Horton –
Chair Elect
Kim Ciccarelli Kantor –
Secretary
Dennis C. Brown –
Treasurer
Christopher P. Bray –
Immediate Past Chair
John J. Morgan, Jr.
Deborah L. Russell
Paul W. Dresselhaus
Christine R. Flynn
John D. Fumagalli
Mana P. Holtz
Patricia A. Jilk
Kathleen L. Kircher
William D. Lange
Suzanne Lount
Brian V. McAvoy
J. Richard Munro
John F. Sorey, III
Mario Valle
Jennifer B. Walker
Harold L. Zink
4 | www.cfcollier.org
Trustees Emeriti
Environment
Ann E. Berlam
Jane Billings
Dolly Bodick
Cornelius P. Cacho
Joe B. Cox
Alison K. Douglas
Jeffrey R. Erickson
Linda C. Flewelling
Marion T. Forté
Donald T. Franke
Dorothy A. Gerrity
J. Dudley Goodlette
Kevin C. Hale
Brad A. Havemeier
Thomas E. Ingram
Frank L. Klapperich, Jr.
William Laimbeer, Sr.
James B. Lancaster
L. Bates Lea
Linda R. Malone
Ramiro Manalich
John M. Passidomo
Alan D. Reynolds
James T. Rideoutte
Ned R. Sachs
Thomas G. Schneider
Michael J. Schroeder
Beverly A. Smith
Duane Stranahan, Jr.
William E. Thomas
Gordon R. Watson
Joanne S. Wyss
Anne Foster
Susan Calkins
Linda Diaz
Carol Ethier Hudak
Community
Grants
Approval
Committee
Harold L. Zink
Kathleen L. Kircher
Thomas D. McCann
J. Richard Munro
Heidi Varsames
Arts
James T. Rideoutte
Rick Fumo
Delores Sorey
Education
Ben Tiley
Jeanne Bolds
Patricia A. Jilk
Duane Stranahan, Jr.
Jennifer B. Walker
Health Care
Jinny Johnson
Horace W. Bernton
Donald L. Grandi
Susan Golden
Marty Watson
Housing
& Hunger
Joseph Foster
Jeffrey Cecil
Barbara Desanzo
Emily Watt
Social Services
Ann Campbell
Karen Conley
Jan Eustis
Nancy Wolfe
Governance
Christopher Bray
Ann E. Berlam
Dottie Gerrity
Alan M.Horton
Thomas D. McCann
Jennifer B. Walker
Investment
John J. Morgan
Christopher P. Bray
Kim Ciccarelli Kantor
William D. Lange
Ned R. Sachs
Gordon R. Watson
Finance
committee
Dennis C. Brown
Alan M. Horton
Thomas D. McCann
John J. Morgan
Deborah L. Russell
John F. Sorey III
Audit
committee
Paul Dresselhaus
Dennis C. Brown
Thomas Ingram
Ramiro Manalich
2012-2013
staff
DIRECT
CHARITABLE
ACTVITIES (REVIEW
COMMITTEE)
Alan M. Horton
Patricia A. Jilk
Kathleen L. Kircher
J. Richard Munro
Mario Valle
Harold L. Zink
Acting President & CEO
Mary George
Office Administration
& Support
Lilla P. Asmund
Vice President of
Nonprofit Programs
Mary Ellen Barrett
PROFESSIONAL
ADVISORS
(EXECUTIVE
COMMITTEE)
William D. Lange
Kevin Carmichael
Paul Dresselhaus
Grey Holtz
Brian McAvoy
Ellen Vanderburg
WOMEN’S
PHILANTRHOPIC
NETWORK
(STEERING
COMMITTEE)
Lisa Merritt
Mary Baron
Susan Dalton
Beverly Cherry
Lu Drackett
Christine Flynn
Myra Friedman
Sue Huff
Mana Holtz
Kathleen Kapnick
Suzanne Lount
Jo Ann Remington
Anne Welsh McNulty
Community Foundation
of Collier County
Vice President of
Communications
& Women’s
Philanthropic Network
Jane Billings
Financial Services
Representative
Annette Kirk
Manager of
Donor Services
Marsha Lewis
Accounting Manager
Cory Merrill
Marketing Coordinator
Susan Utz
Vice President of
Administration & Finance
Karen M. Warnken
THE POWER OF PHILANTHROPY | 5
FUNDHOLDERS MAKING A DIFFERENCE NOW!
For a compete list of all funds, please see pages 47 - 51
funds
The Community Foundation manages over 450 funds. The philanthropic goals of our fundholders
are as distinctive as they are creative. No two fundholders have the same story, but they all share the
same goal – to make a positive difference in the well-being of our citizens and our communities. We
hope you enjoy a sampling of some of these wonderful stories:
First Book-Collier County
Community Foundation
of Collier County
Donor Advised Fund
6 | www.cfcollier.org
In 2005, a group of individuals
passionate about early
childhood literacy founded
First Book-Collier County.
Their mission was to provide
new books to children in need,
addressing one of the most
important factors affecting
literacy – access to books. In
the beginning, they had just
Designated Fund
enough funds to give 4,000
books to pre-K children across Collier County. Through the efforts of dedicated volunteers,
experts in education, sound management and the contributions of generous donors the fund has
grown to where they can distribute 50,000 books a year. First Book-Collier County supporters are
proud to acknowledge there are over 310,000 books in the homes of children from low-income
families in Collier County – homes where there used to be no books at all. First Book-Collier
County is a designated fund at the Community Foundation.
Judy B. & David M. Jones Scholarship Fund
David and Judy wanted to create a scholarship to
help bridge the gap for the kids who really needed
support and were falling through the cracks.
Those students from middle-class families, they
could be single-parent families, or families hit
hard by the economy who are struggling just
to pay the bills; for them, it’s just not possible
to put one or more kids through college. The
Jones’ scholarship is for Barron Collier High
School students who have achieved good grades,
and whose families need financial support to
cover college expenses and have been neglected
by other assistance programs. David and Judy
have found it so rewarding getting to know
the students personally, they see firsthand the
impact they have made on their lives. Many of the
students write to them throughout their college
careers, keeping them up-to-date on their lives.
For David and Judy they didn’t want to wait until
they were gone to give back, life is precious and
they wanted to enjoy the rewards of giving now.
funds
Community Foundation
of Collier County
Scholarship Fund
Bernton Family Fund
Fresh Start Fund for Abused Women
Dr. Horace and Connie Bernton, (Connie and Bud) were
very active in their community of Montgomery County,
Maryland, so in 2006, when they decided to spend more
time in Collier County, it was a natural next step to learn
more about the special needs of their new community.
Connie notes, “We’re very happy to participate in the
programs of the Foundation as it is a window through
which we have become aware of the needs of the Collier
County community.” Bud adds, “We are delighted with
the focus and outreach of the Community Foundation of
Collier County, it makes us greater stakeholders in our
wonderful community!” The Berntons use their Donor
Advised Fund to give to their favorite nonprofits in
Collier County and to favored institutions nationwide.
Created in 1995, Fresh Start was founded by a group of
local women who for many years assisted abused women.
The women who apply for Fresh Start Fund grants have
already taken the first steps to getting away, and staying
away from an abusive situation – these women are trying
to make a “fresh start” free from abuse. However, as they
prepare to start a new life free from abuse, they are often
unable to survive independently because of the lack of
financial resources for day-to-day living expenses. Faced
with the overwhelming impact of paying rental deposits,
utility hook-ups, child care, or acquiring transportation,
in many cases the women give up and go back to the
abuser. The Fresh Start fund seeks to provide these
financial resources. Fresh Start is a designated endowed
fund at the Community Foundation.
Designated Endowed Fund
THE POWER OF PHILANTHROPY | 7
funds
Create a Fund Now
Create an endowed Fund for the Future
The Community Foundation of Collier County currently administers over 450 individual funds.
For a minimum gift of $10,000 you may create a fund now or for the future through a planned gift.
A bequest is often the simplest way to make a lasting gift to your community. One of the greatest
benefits of working together with the Community Foundation and your professional advisor is that
once your estate plan is established, the details of your philanthropic goals can be easily changed at
anytime and for no cost, by contacting the Foundation.
Top Five Reasons People Give through the
Community Foundation of Collier County
Designated
1. We accept a wide variety of charitable assets and offer a maximum tax advantage for most
gifts under federal law.
2. One gift to a Donor Advised Fund gives you a tax break now and the freedom to make your
charitable decisions later.
3. Our fees are invested back in to the community.
4. Your gift can significantly impact the local community and address highest priority needs.
5. By establishing an endowed fund, the legacy of your named gift is guaranteed to live forever.
Fund Now
Charity for Change
Harry Chapin Food Bank
Habitat for Humanity
Give Now – Enjoy the Benefits of Your Philanthropic Dollars at Work with a Donor Advised Fund
•
•
•
First, decide what type of fund suits your individual goals.
Donor Advised funds are the most flexible and popular
product the Foundation offers. The Foundation also
administers many diverse scholarship funds.
Decide how you would like to make a contribution to
establish your fund. You may contribute cash, securities or
other property valued at $10,000 or more.
Select a name for the fund, complete and sign a simple
agreement form.
8 | www.cfcollier.org
•
Receive a tax deduction at the time the fund is established
and when additional contributions are made.
•
You and/or individuals you select are immediately able
to recommend grants to be made in Collier County or
anywhere in the country.
•
You can manage your fund online, view your gift and
grant history, and make recommendations for grants at
any time.
funds
Many families and individuals establish a designated fund at the Community Foundation of
Collier County because they want to make a long-term difference in a community, cause or
organization. The knowledge that their gift will keep-on-giving to organizations or causes that
reflect their values is of great personal satisfaction.
In order to create a perpetual source of income for the named charities the vast majority of
designated funds are endowed. A significant benefit of this type of fund, for the fundholder and
the nonprofit, is that because of the Foundation’s prudent investment policies the charities will
receive a reliable, annual source of income in the donor’s name. Another benefit to the fundholder
is that the Foundation’s Board provides oversight to ensure that the grants from the fund are used
for charitable purposes.
Trinity-By-The-Cove Episcopal Church
Fund Now and
for the Future
The late Eleanor B. Sweet, a long-time resident of
Naples, wanted to ensure her assets would work forever
for the benefit of the community and the causes she
loved. Eleanor planned for a designated endowment
leaving perpetual gifts to the Humane Society of Collier
County; Miami Children’s Hospital; the Salvation
Army; Trinity-by-the-Cove Episcopal Church; St.
Jude’s Children’s Research Hospital, and entrusted an
unrestricted portion of her estate to the Community
Foundation for community needs as they arise.
Other Types of Endowed Funds:
•
•
Unrestricted – you can support changing community
needs by providing unrestricted support. Donors may
create a separate Endowment Fund or donate to the
Foundation’s Unrestricted Endowment that will support
current and future needs.
Field of Interest – you can support specific areas of
interest such as human services, healthcare, education or
another broad area. By naming a program area and not a
specific organization, flexibility exists to meet the everchanging needs of the community.
•
Scholarship – Scholarship funds provide support for
individuals who are pursuing an education, whether
they’re high school graduates earning a college degree or
nontraditional students who are returning to the work force.
•
Community Foundation Field of Interest Endowed
Funds – Women’s Philanthropic Network Fund – The
purpose of the WPN Endowed Fund is to provide a
permanent pool of funds in Collier County to help young
girls at risk, female heads of households in need and
senior women and caregivers in times of hardship.
THE POWER OF PHILANTHROPY | 9
The Albrecht Legacy Society recognizes individuals who have established a fund and
plan on including the Community Foundation in their estate plans. You can leave a
powerful legacy by having the Community Foundation realize your charitable intent.
funds
The Foundation’s Resource Guide
to Collier Nonprofits
At the core of the Foundation’s leadership strategy is the transition to being a truly
knowledge-based organization by collecting data on charitable giving, nonprofit organizations,
nonprofit leadership and community needs. This quest for definitive information started in
2008, when the Foundation launched the Resource Guide to Collier Nonprofits, which today
profiles over 200 organizations on our website, www.cfcollier.org.
KNOWLEDGE
The following pages provide a summary of current data from the Resource Guide. It includes
information from 202 nonprofits serving Collier County that have registered with the
Community Foundation in the past year. We encourage donors, volunteers, community
leaders and corporations to visit the Guide on our website to gather detailed information on
individual nonprofits, and compare and analyze organizations with each other in order to
make personal and corporate funding decisions.
The Albrecht
Legacy Society
Beverley and Alan Horton Theresa M. Anderson Fund
William D. Anderson Fund
John B. Armentrout Memorial Fund
Frances D. Armentrout Fund
The Mindy & Sherif Baha El Din
Nature Conservation Fund
Ave Maria University Fund in
Memory of Caroline F. Baker
Garry & Nancy Bean Family Fund
Cairns Family Fund
Hugette Louise Castaneda Tree of
Peace Fund
Ansel M. Chandler Fund
Louis M. & Patricia A. Daniel Fund
Derham Tea Fund (in memory of Thelma,
Earl & Alice)
Bernice & George Grossteiner
Endowment Fund for a More Compassionate Community
Elmer & Jean Grunow Fund
Habitat for Humanity of Collier
County Fund
Elizabeth S. Hall Fund
Marvin John & Phyllis Hollands Robinson Fund
Alan & Beverley Horton Fund
Robert & Roberta Hurd Scholarship Fund
Nancy Reed Ickes Fund
Iten Family Fund
Judy B. & David M. Jones Family Fund
Bonnie R. & Edward J. Kant Family Fund
Karpas Family Fund
Faye and Jim Derham
Sandra & Noel Osborne Scholarship Fund
Nancy V. Potter Fund
Edwin J. Putzell, Jr. & Dorothy C.
Putzell Fund
Carleen & Robert Reckman Fund
David S. & Barbara L. Reynolds Family Fund
Adele D. Rice Lead Trust Fund
Rosenzweig Family Foundation Fund
Alice Dorethy Ross Fund
Holland T. & Mary Jeanne Salley Fund
Ching W. & Charles W. Schueddig Fund
Jane G. Shaeffer Fund
Merrill H. Shaeffer Fund
Dennis Kilcoyne & Dietrich E. Zimmerman Charitable Fund
Joan C. & Peter H. Shipman Fund
Jefferson A. Simpson Fund
Rev. Kathleen L. Kircher Fund
Mr. & Mrs. Russell Sineni CGA Fund
William & Carolyn French Fund
G. Edna Krentz Fund
Helen M. Strong Fund
Diane R. & Edmond A.B. Garesche, III Family Fund
Laimbeer Children’s Welfare Fund
Thomas & Elizabeth Sully Fund
Lancashire Family Fund
Tallmadge Fund
Jay & Lee Gates Fund
Peggy T. McIntire Fund
Jack & Virginia Thompson Fund
Jim & Nancy Gibson Animal Welfare Fund
Charles J. & Mary Lee Montgomery Fund
Dr. Donald & Carmilla Ullrich Family Fund
George P. & Christine Ginos Memorial Fund
NCH Healthcare System Endowment Fund
Milton & Miriam Wolfson Fund
Richard G. Ford Charitable Gift
Annuity Fund
10 | www.cfcollier.org
Collier County Nonprofits – Revenue and Expenses
James D. & Joan M Proud Fund
Shellhorn Family Fund
Jack R. Doolittle Memorial Fund
Resource Guide to
Collier Nonprofits
Roy & Carolyn Neumann Fund
George R. & Joyce H. Kempton Family Fund
Louis H. & Susan Dingerdissen Fund
According to the National Center for Charitable Statistics (NCCS), public charities (501c3s)
accounted for 70 percent of all registered nonprofits in 2009 and grew 47 percent. These
charities reported $1.40 trillion in revenue, $1.40 trillion in expenses, and $2.53 trillion in
assets in 2009. Economically, health nonprofits were the largest, accounting for 60 percent
of revenues and 41 percent of assets. Education nonprofits were second and higher education
institutions alone accounted for 10 percent of all revenue. Combined, hospitals and higher
education accounted for over two-thirds of all nonprofit assets.
THE POWER OF PHILANTHROPY | 11
The Foundation’s Resource Guide
to Collier Nonprofits
KNOWLEDGE
Resource Guide to
Collier Nonprofits
The same is true for Collier County. More than $1 billion dollars in revenues were reported
last year to the IRS from Collier County nonprofits. Of the revenues reported in the Resource
Guide (approx. $179 million) come from public contributions (private donations and corporate
gifts). Ten agencies reported a total of $101 million in contributions, more than half of all
reported. 157 organizations raised the remaining $78 million. 68 organizations or one-third
of all organizations report less than $100 thousand in total revenues. (Note that some 35
agencies reported no private donations). But the Collier County landscape is fledgling in
contrast to many northern cities. 33 percent of Collier agencies have no full-time staff and 20%
reported all-volunteer (no staff). Of the 202 agencies reporting in the Resource Guide, only 11
organizations reported more than 50+ staff members. Other information on Collier County
nonprofits can also be found on the Foundations website at www.cfcollier.org.
Collier County
Collier County
12 | www.cfcollier.org
KNOWLEDGE
Collier County
Collier County
Resource Guide to
Collier Nonprofits
Collier County
THE POWER OF PHIL ANTHROPY | 13
KNOWLEDGE
Collier 211 – Collier’s First Information
and Referral System
Informed Grantmaking
Collier 211 was launched in February, 2012, and it has been a year since the Community
Foundation of Collier County initiated the campaign to start up Collier 211 Information and
Referral, a much needed service for individuals and families in need. In that time, the Foundation
secured three years of operating costs, identified 500 community resources, created a website for
users at www.Collier211.org, and launched a grassroots awareness campaign to Spread the Word to
those in need.
In response to these alarming findings, the Community Foundation started the Families in Need Fund –
supported by the Alfred and Vera Goodman field-of-interest fund. The Goodman endowment fund
was part of an estate plan, set up by the donor to support human services in areas of most immediate
and critical need. The Foundation recently awarded a grant from the Families in Need Fund to
Catholic Charities to expand their services to families in Collier County. Nonprofit providers tell us
that a small stipend can make a huge difference to a family on the brink of homelessness.
Through the Foundation’s leadership, the grant was matched by the Women’s Philanthropic Network
Fund and leverages federal HUD dollars. The result is that grants from the endowment doubled the
assistance available, especially for those “falling through the cracks.” Next steps include increasing
financial partnerships for collaborative efforts by area agencies, data collection, and case management.
FACTS ABOUT COLLIER 211
Since the February, 2012 launch, 1300 callers
have received referrals to nonprofits, government
programs and organizations offering free or
reduced fee services in Collier County
Collier 211
The findings and the data being
collected have already informed the
Foundation about a significant need in
the community. The majority of calls are
from female heads of households calling
in need of financial assistance, especially
for rent and utility subsidies. Many times
these families are on the verge of being
evicted from their homes. The agencies
involved are reporting that these requests
for assistance have doubled in the past
year due to the economy and that many
people are not eligible for subsidies.
14 | www.cfcollier.org
• 66% of callers are female
• 75% of callers are non-Hispanic, 22% are
Hispanic/Latino
• Majority of callers were between the ages
of 35 and 59
• Majority of calls were from East Naples and
Golden Gate
KNOWLEDGE
The plan for the next two years is to
continue to raise awareness for Collier
211 and increase the community
information available to nonprofits,
especially those organizations that
regularly use the 211 database to
help their clients. Nonprofits and the
community also benefit from monthly
reports on caller feedback.
Collier 211
Collier 211 – Business of the Month: In March, 2012, the Community Foundation of Collier County’s
Collier 211, LLC had the great honor to receive the Business of the Month Award from the Collier County
Board of Commissioners. The award is presented to an organization that has enhanced the community
through financial, volunteer and active involvement in organizations and programs that assist in creating a
better quality of life for all citizens in Collier County.
The Business of the Month is celebrated each month in the Greater Naples Chamber of Commerce’s
monthly publication of Business Currents.
THE POWER OF PHIL ANTHROPY | 15
Informed Grantmaking
“The United Way of Collier County is proud to
support Collier 211 and be part of a collaborative
effort of many funding partners which will result
in making this most needed service available to
everyone in our community.”
KNOWLEDGE
—Steve Sanderson, Executive Director
United Way of Collier County
The data from 211 provided the needed information for the Foundation to approach the Agua
Fund to co-invest in and support senior women in need in Immokalee. Anecdotal information is
important to start to address this issue, but data is needed to identify specific needs. The Community
Foundation, with the financial support of the Agua Fund, a private foundation with a donor advised
fund, brought agencies in Immokalee together to survey seniors and pinpoint needed services.
KNOWLEDGE
The result of a survey, completed by 14% of senior population in Immokalee between ages 55 and 85,
shows that 42% of seniors live alone, 63% had income of less than $10,000 and 64% were renters.
In particular, 150 seniors were in critical need of rental and utility assistance and transportation,
especially to doctor appointments and grocery shopping.
“Collier 211 is a terrific resource for our community. It puts our residents
in touch with the services they need and helps keep 911 lines open for
emergency calls.”
Collier 211
—Sheriff Rambosk
Collier 211
In February of 2011, the Board of Trustees of
the Community Foundation of Collier County
awarded over $150,000 in grant money to
start up and operate Collier 211 for 3 years.
Using this grant as leverage, the Foundation
received more than $450,000 from the following
community partners and contributors:
COLLIER 211 FOUNDING
FUNDING PARTNERS
Wasmer Schroeder & Company
United Way of Collier County
Kapnick Family Fund
Collier County Sheriff’s Office
SWFL Healthcare Network
Youth Haven of Collier County
The Martin Foundation
Richard and Maureen Schulze Fund
Sheila Smith Davis Fund
Marcia and Bates Lea Fund
16 | www.cfcollier.org
One of the biggest issues facing senior women is the lack of
affordable housing in Collier County. In Collier County, 50%
of senior women renters spend over 35% of their income on
housing as opposed to 23% of senior women homeowners.
In Collier County senior women have the lowest median
income at $23,031. With such low incomes, it is not surprising
that the majority of single households living below the poverty
level are senior women. Many senior women in Collier County
are in reasonable jeopardy of out-living their money.
Armed with this information and data from Collier 211, the
Community Foundation is now helping to coordinate services
through a collaborative effort between five agencies offering
rent and utility vouchers and coordinated transportation. The
work is just a start to addressing the issues, and efforts to join
with other grantmakers have already begun. Next steps include
creating greater access to primary dental care, and coordinating
home repairs and donated equipment.
THE POWER OF PHIL ANTHROPY | 17
KNOWLEDGE
Center for
Nonprofit Excellence
CENTER FOR NONPROFIT EXCELLENCE
CENTER FOR NONPROFIT EXCELLENCE COLLABORATIONS
The Center for Nonprofit Excellence (CNE) is a program funded by the Community Foundation
of Collier County (The Foundation). The Foundation believes that well-managed nonprofit
organizations make the most of the dollars they receive from donors and that an investment in
building the internal capacity of nonprofit organizations benefits the entire community.
In July 2012, the CNE offered two premier seminars that reached a total of 85 nonprofit staff
and volunteers. The first was a collaboration with the Naples Daily News and was hosted by their
marketing and business development team headed by Shawna Devlin, and was held at their offices
on Immokalee Road.
KNOWLEDGE
The Center for Nonprofit Excellence customizes training to a nonprofit
organization’s needs. Topics include:
Understanding fiduciary responsibilities and legal liabilities of Boards
•
The Board’s fund development commitments
•
Board/Staff responsibility - clarification
•
Building the “right” board for your organization
Participants learned strategies to leverage their message as a tool for success; to develop and
launch a strategic marketing plan and to use branding to help increase capacity by growing
volunteer and financial supporter base. Key topics included:
•
Marking committees work
•
Defining your targets
•
Identifying customers
•
Seeking return on investment
•
What are our organizations strengths and weaknesses?
•
Is our mission relevant for tomorrow’s needs?
•
The art of your message
•
What are our results and how do we monitor them?
•
Distribution channels for your information
•
PR leverage points
•
The digital landscape
•
Linking goals to digital solutions
•
Event marketing plans
•
Increasing your network for ongoing marketing
Of unique value are the custom retreats on
“Board Best Practices.” In a recent evaluation
93 % of participant organizations reported
they had implemented positive changes in their
organizational structure as a result of information
they learned at the retreats.
From July 1, 2011 to June 30, 2012 the following
organizations contracted with the Center for
Nonprofit Excellence to facilitate custom trainings
and retreats.
CHS Healthcare Foundation
Lighthouse of Collier, Inc.
CHS Ronald McDonald Advisory Council
Montessori Academy of Naples
Council of Hispanic Business Professionals
Naples Equestrian Challenge
Dental Outreach of Collier County
Naples Garden Club
Florida Society for Ethical Ecotourism Naples Historical Society
Friends of Foster Care
Naples Music Club
18 | www.cfcollier.org
Naples Daily News
“Marketing Your Message” – A Four-Part Series
•
Center for
Nonprofit Excellence
The second was a nationally recognized offering from
the Center on Philanthropy at Indiana University, and
was held in partnership with Hodges University at their
Nichols School of Professional Studies.
Friends of the Philharmonic
Naples Orchestra & Chorus
Fun Time
Naples Pathways Coalition
Greater Naples Leadership Parkinson’s Association
Immokalee Childcare Care Center
The Humane Society Naples
League of Women Voters
United Arts Council
Youth Haven
Hodges University
“Principles and Techniques of Fund Raising”
“Principles and Techniques” is the definitive training program
for fundraisers. This course provides participants with the
framework for operating a successful total development program
for their nonprofit. In this course participants learn to: Identify
and validate prospective donors, manage the fund raising process,
build an annual fund donor base that keeps on giving, cultivate
and solicit major gifts … and more. The course includes a 700page study guide and workbook, and counts for professional
credits towards CFRE certification.
THE POWER OF PHILANTHROPY | 19
IMMOKALEE NONPROFIT NETWORK
The Foundation’s focus on Immokalee started in 1999, with the forming of the Empowerment
Alliance, a partnership with Collier County government and the USDA to address the critical needs
of Immokalee families that live below the poverty level. While Immokalee has 10% of the County’s
population, it has 41% of the population that live below the poverty level in Collier County.
community
Immokalee
Nonprofit Network
The Community Foundation,
in response to the urgent
need of this rural community
formed three collaborations
around emergency needs,
housing and early child
education. The Foundation
then identified new partners
from private and corporate
foundations to help leverage
financial and human assets.
community
The facts
Population in 2010: 24,154
Population change since 2000: +22.2%
Together, the Foundation with
the help of its partners, and
grants of more than $850,000,
have raised to a new level of
awareness, both locally and
nationally the issues that
plague Immokalee.
Males: 13,352 Females: 10,802 (55.3%)
(44.7%)
Immokalee
Nonprofit Network
Immokalee’s high percentage of male to female residents is a result of the migrant labor
pool of men working the fields in the agriculture industry.
Age
Median resident age: Florida median age: 26.6 years
41.3 years
There are approximately 9,000 children who live in Immokalee, 6,000 of them are school
age. Approximately 2,500 children are under 5 years old. Over 40% of children are born to
single mothers. 88% of the school body qualifies for free and reduced fee lunch.
Outcomes range from serving 150 home-bound seniors,
mostly women, all the way to matching state scholarships
for early childhood education. Co-investments from the
Partners also supported emergency rental and utility
assistance for more than 100 residents and housing re-hab
in two communities.
Partners to the
Immokalee Initiative
Agua Fund
Bank of America
Comerica
JPMorgan
William Laimbeer’s Family Fund supports Immokalee’s Children
20 | www.cfcollier.org
The Laimbeer Family
Martin Foundation
Stranahan Foundation
Wells Fargo
Estimated median household income in 2009: $23,616 (it was $24,315 in 2000)
Immokalee: $23,616
Florida:$44,736
Estimated per capita income in 2009: $8,738
To date, economic development in Immokalee has not kept pace with surrounding
communities. Nearly half of Immokalee families still live below the poverty line, earning a
median wage of approximately $20,000. Persistent poverty is the result of low educational
attainment; 76% of all the adults in Immokalee have less than a high school education, and
more than half of adults 25 years old or older failed to complete 9th grade.
Estimated median house or condo value in 2009: $107,410 (it was $56,000 in 2000)
Immokalee: $107,410
Florida:$182,400
Median gross rent in 2009: $664
Housing in Immokalee has not kept pace with population growth and over-crowding is a huge
problem. There are approximately 5,700 units in Immokalee, which equates to approximately
7.5 persons per household. Furthermore, almost 50% of the homes in Immokalee have less
than 3 rooms, while in the rest of Collier County that figure is 13%.
THE POWER OF PHILANTHROPY | 21
community
Women’s Philanthropic Network
Women’s Philanthropic Network
Mission: To increase the endowment funds available to help women and girls in Collier
County, and to build in all women a sense of empowerment through philanthropy.
Leadership and Education: Members of the Women’s Philanthropic Network (WPN) may
choose to participate in leadership and educational opportunities.
Informed Grantmaking: Since 2008, the
Women’s Philanthropic Network (WPN)
has granted a total of $146,510 to the
following local nonprofit organizations:
Senior Resources were funded through
Collier Senior Resources and the
Leadership Coalition on Aging.
At-Risk Girls were funded through the
Boys & Girls Club of Collier County.
Women’s
Philanthropic Network
Caregiver Support was funded through
Alzheimer’s Network, Parkinson’s
Association, Jewish Family & Community
Services and
Care Club.
51 Honoree Grants of $500 each were given
in the names of the 51 Women of Initiative
for the past five years to their local charity of choice.
Families in Need will be the focus of the WPN
grants for 2013. These grants are in response to the
recent alarming statistics gathered from Collier 211,
the information and referral service launched by the
Community Foundation in 2012. Due to the economic
crisis, the greatest number of calls for help are from
female heads of households on the verge of being evicted
from their homes. These grants will help support a
collaboration of private and public agencies tasked
with finding the best solutions to this problem, such as
assistance with rental subsidies and utility payments.
Lisa Merritt, Chair of the WPN Steering Committee at the
December Member Luncheon
The Women’s Philanthropic Network (WPN) is the only
organization in Collier County dedicated to building
an endowment to support the unmet needs of women
and girls. The benefits of this endowment are many, but
foremost, this endowment guarantees that, even through
difficult economic times, there will always be a source of
funding available to address the challenges facing women
and girls in our community - now and in the future.
Grant monies are raised through a combination of the investment income of the WPN Endowed Fund and special events. In
order to sustain a minimum of $50,000 per year in grants, the goal of the WPN is to grow the endowment to $1,250,000 to
support the unmet needs of women and girls in good times and in bad.
22 | www.cfcollier.org
Empowered to Lead is a new leadership series created in response to feedback from members
wanting to enrich their personal, professional and philanthropic lives. Empowered to Lead
was launched in 2012 and the initial series was a sell-out.
The following are the topics for 2013:
•
“Tallahassee – What Women Need
to Know” A discussion with
State Representative, Kathleen
Passidomo
•
“Understanding the Hidden Rules of
Poverty” A presentation by Mary
Ellen Barrett, Director of the
Center for Nonprofit Excellence.
•
“It’s Your Money Honey!” A
panel of WPN members from
different professional fields will
answer questions and facilitate
a discussion on important legal
and financial information women
need to know.
community
Women’s
Philanthropic Network
WPN Empowered to Lead Series
Junior Women of Initiative:
Many WPN members enjoy the
chance to volunteer with other
members. This program is an
opportunity to help build life skills,
share experiences and mentor a
wonderful group of at-risk girls.
Launched in 2005, in partnership
with the Boys & Girls Club of Collier
County, this program has expanded
and matured and is now entering its
ninth successful year. This year sees
the greatest number of participants
with seventeen girls from 6th & 7th
grades, and thirty mentors.
Junior Women of Initiative
THE POWER OF PHILANTHROPY | 23
community
Women’s Philanthropic Network
Women’s Philanthropic Network
Networking and Social: There are many opportunities for WPN members who want to be
engaged through networking and social activities. There are two signature events at unique
venues throughout the community. The first being the Women of Initiative™ Awards Luncheon:
Hosted by the Women’s Philanthropic Network, this annual luncheon honors ten women who
through their charitable activities and leadership have helped influence and sustain positive
change in the lives of the citizens of our community.
The Women’s Philanthropic Network Honor Society is for those WPN members whose
cumulative giving total is more than $1,000. We thank you for your generous contributions
to the work of the WPN. Your gift is helping secure a brighter future for women and girls in
Collier County.
community
Lifetime Member
$2,000 - 2,999
Ms. Parker Collier
Ms. Jane Berger*
Ms. Connie Bernton*
Ms. Pamela F. Clayson**
Mr. & Mrs. James E. Fligg*
Ms. Dottie A. Gerrity*
Ms. Linda S. Inman**
Ms. Suzie Lount*
Ms. Simone Lutgert*
Ms. Lisa Merritt*
Ms. Barbara L. Morgan *
Steve & Trish Shapiro Family Foundation
Ms. Jeannie M. Smith*
$50,000 - $60,000
Ms. Mana Holtz***
$40,000 - $50,000
Ms. Lucille Drackett***
$10,000 - $14,999
Ms. Patty Baker***
Ms. Mary Baron***
Ms. Tiffany Billings***
Ms. Dawn Litchfield Brown***
Ms. Christine Flynn***
Mr. & Mrs. Jan Kantor**
Ms. Sharon von Arx***
Ms. Nancy White***
Ms. Brenda Tate
Women’s
Philanthropic Network
$7,500 - $9,999
Ms. Jeanette Martinez Lombardi***
The 2013 Women of Initiative Honorees
L to R (standing): Liz Jessee, Mary Polizzotto, Mary Beth Johns, Jackie Pierce, Shelly Stayer, Ann Berlam
L to R (seated): Marsha Murphy, Brenda O’Connor, Linda White, Susan Jones
The Women of Initiative™ Awards is now entering its fifth year and is building upon the precedent set sixteen years ago by
the Women of Style. There is an active alumnae group of 130 honorees that welcome each year’s incoming class with several
traditions, including the announcement of the incoming honorees at the December Meeting.
The December Annual Member Meeting & Report is another opportunity for WPN members to network and learn more
about the current year’s grantmaking program, the results of previous grants and get the latest information on challenges
facing women and girls in Collier County.
An exciting new WPN membership opportunity is the WPN Member-Connect. This is an exclusive, member-only e-mail
network where you can connect with other members to ask questions or share information and resources unique to Collier
County. In addition to resources and referrals, members can share upcoming social opportunities or plan small group events.
24 | www.cfcollier.org
$5,000 - $7,499
Ms. Sheilah M. Crowley**
Ms. Myra Friedman*
Senior Care Communities
Ms. Shelly Stayer
$4,000 - $4,999
Mrs. Marcia C. Carthaus**
Ms. Bev Cherry**
Ms. Susan L. Dalton**
Mr. & Mrs. Joseph Diamond &
Family Fund
Mrs. Jane Thomas Fund**
$1,500 - $1,999
Ms. Sandra Buxton*
Ms. Jennifer Cheng*
Ms. Charlotte P. Corddry*
Ms. Sharon Hood*
Ms. Sue Huff*
Ms. Barbara Jordan*
Rev. Dr. Kathleen
Kircher*
Ms. Patricia C. Kraus*
Ms. Maureen A. Lerner*
Ms. Mary Lynn Moser*
Ms. Arlene Nichols* - In Memoriam
Ms. JoAnn Remington*
Ms. Marjorie Rubacky*
Ms. Deborah L. Russell*
Ms. Delores Sorey*
Ms. Susan Steiner*
Honor Society
Women’s
January 2008 to
Philanthropic
Network
December 2012
$1,000 - $1,499
Ms. Penny Briant*
Ms. Joyce T. Coughlan*
Mrs. Genevieve Galliford
Ms. Lydia Galton
Ms. Coleen Kvetko*
Ms. Mitzi Magin*
Ms. Anne Welsh McNulty*
Ms. Gerry Moss*
Cherie Neu
Ms. Gwyn P. Sanford
Ms. Noreen R. Schumann*
Ms. Lola K. Sheline
Ms. Barbara B. Sill*
Ms. Judith Sullivan
Ms. Janice Teal
Ms. Sharon Treiser*
Mrs. Nancy Zink
$3,000 - $3,999
Mrs. Lavern N. Gaynor**
Ms. Judy Jorgensen**
Ms. Kathleen Kapnick**
Mrs. Carolyn H. Neumann**
Mrs. Patricia L. Schrenk Fund**
*** Fundholder
** Founding 1001 Club Member
* Founding 500 Club Member
THE POWER OF PHILANTHROPY | 25
CELEBRATING PHILANTHROPY
The Trustees Emeriti of the Community Foundation of Collier County host the Annual
Celebration of Philanthropy Luncheon where the Community Foundation honors the
people and organizations that help make our community a better place to live.
community
Community
Introduced in 1994,
the Robert C. Cosgrove
Award specifically
acknowledges individuals
who represent devotion
to human values, families
and the well-being of our
community.
Preferred Travel of Naples, Inc. - 2013 Recipient of the Award for Outstanding Corporate Philanthropy
Celebrating Philanthropy
Lavern Gaynor - Recipient of the 2013 Robert C. Cosgrove Award
In 2008, the Community Foundation of Collier County introduced the award for
Outstanding Corporate Philanthropy. The award recognizes an organization that
consistently helps to reinforce the community by making intelligent use of its own
strengths and social capital.
Celebrating Philanthropy
The Community Foundation would like to recognize all former honorees for their
outstanding philanthropy and their personal contributions to our community. Between
them, they have touched the lives of all citizens in Collier County.
Cosgrove Award Honorees
2007 Isabel Collier Read
1994
The Honorable Ted Brousseau
2008 Carolyn and Roy Neumann
1995 Edwin H. Bower
2011 Geraldine Martin
2008 The Naples Beach Hotel & Golf Club
1996 Henry and Betty Albrecht
2012 William Laimbeer, Sr.
2011 Gulfshore Insurance, Inc.
1997 Mother Annie Mae Perry
2013 Lavern Gaynor
1998 Beverly A. Gifford
Kapnick Award Honorees
2012 Wasmer Schroeder & Company, Inc.
1999 Pat Barton
2004 Shelter for Abused Women
& Children
2000 Edwin J. Putzell, Jr.
2001 Dr. William and Nancy Lascheid
First Book - Collier County - Recipient of the 2013 Harvey Kapnick Award
In 2004, the Community Foundation of Collier County introduced this award in memory
of the late Harvey Kapnick. Kapnick believed that the stronger our nonprofits become, the
great the impact of every charitable dollar. To that end, this award recognizes a nonprofit
that has distinguished itself by exemplifying program excellence.
26 | www.cfcollier.org
2002 Cornelius “Pat” Cacho
2003 Dr. Samuel and Mary Ann Durso
2005 Fun Time Early
Childhood Academy
2006 Collier Health Services, Inc.
2007 Greater Naples Leadership
2008 Boys & Girls Club of
Collier County
2004 Trustees of the Naples Children & Education Foundation & Naples Winter Wine Festival
2005 Barbara Widman
2012 Naples Zoo at Caribbean Gardens
2006 Ellin Goetz
2013 First Book - Collier County
Outstanding Corporate
Philanthropy Award Honorees
2013 Preferred Travel of Naples, Inc.
2011 The Leadership Collier Foundation
THE POWER OF PHIL ANTHROPY | 27
Community
foundation
2013 corporate
partners
Corporate Philanthropy
L to R: Richard C. Gale, Ted Corbin,
Preston C. Came, Paul Dresselhaus
CORPORATE PARTNERS
Not pictured: Michael G. Nurenberg
BNY Mellon Wealth Management
We thank our 2013 Corporate Partners for their support of the Community Foundation and for their commitment to
invest in the well-being of our citizens and our entire nonprofit community. The Foundation’s experience and expertise
about local needs helps corporations develop charitable programs consistent with their field of interest. The Foundation
is also equipped to help implement new ideas like scholarship programs or other efforts that tie in with
the corporation’s philosophy.
29 BNY Mellon Wealth Management
38 Harmon–Meek Gallery
30 Bond Schoeneck & King, PLLC
39 Wasmer Schroeder & Company, Inc.
31 Comerica Wealth Management
40 Hahn Loeser & Parks LLP
32 Gulfshore Insurance, Inc.
41 Willow Street Advisors, LLC
33 Wells Fargo
42 JPMorgan Chase & Co.
34 The Naples Beach Hotel & Golf Club
43 Classical South Florida
35 Abbot Downing
44 FineMark National Bank & Trust
36 Naples Daily News
45 é Bella Magazine
37 Northern Trust
46 Ciccarelli Advisory Services, Inc.
28 | www.cfcollier.org
For BNY Mellon, being a good corporate citizen means serving
the communities where we live and work. Together with nonprofit
partners, local agencies and our corporate neighbors, BNY
Mellon is committed to building better communities through
collaboration and support. To create meaningful impact and
measurable results, BNY Mellon focuses its philanthropic efforts
in areas of basic needs such as food, clothing, energy and housing
assistance, and workforce development, which helps disadvantaged
members of our communities take a step forward. Last year,
more than 16,000 BNY Mellon employees volunteered in their
communities ensuring that our commitment to communities went
well beyond financial support.
4901 Tamiami Trail North Naples, FL 34103
239.919.5500
BNYMellon.com/wealthmanagement
THE POWER OF PHILANTHROPY | 29
CORPORATE PARTNERS
L to R (standing): David L. Dawson, C. Neil Gregory, Dennis C. Brown,
Adam C. Kerlek, Curtis B. Cassner, Thomas F. Cacchione
L to R (seated): James D. Dati, Kelly A. Johnson, Robert C. Zundel, Jr.,
F. Joseph McMackin, III, Lenore Brakefield, William L. Owens, III
CORPORATE PARTNERS
L to R (standing): Thomas Dieters, Brett Smith
L to R (seated): Deborah Koplik, Lisa Suhr
Bond, Schoeneck & King, PLLC
Comerica Wealth Management
With 115 years of dedicated client service, Bond, Schoeneck
& King, PLLC has an ingrained tradition of giving back to the
communities in which its staff and attorneys reside that includes:
pro bono legal efforts; volunteer time by staff and attorneys alike;
and monetary donations not only to personal charities, but to
larger “general” organizations like the United Way, American Red
Cross, Salvation Army, Collier County Community Foundation
and Harry Chapin Food Bank. In addition, the firm makes
“corporate” contributions to major capital projects and special
efforts to address significant community needs; to innovative
programs that complement economic development efforts; and
to other unprecedented events and situations that require extraordinary funding. Furthermore, the Firm also considers whether
its charitable contributions should, from time to time, focus upon
At Comerica Bank we have seen so much strength and vitality
over the past 30 years in Florida that we continue to invest and
grow within the communities in which we serve. We do this
through contributions, partnerships, and volunteer resources. The
Community Reinvestment Act (CRA) is also fully embraced by
Comerica, as evidenced by our “outstanding” CRA rating from the
Federal Reserve Bank of Dallas.
specific organizations, whose mission, near-term projects and
programs will bring about improvements to the quality of life in
the community.
In summary, Bond feels a responsibility to be a good “citizen;” to
make sustained efforts to contribute across a broad spectrum; to be
active and not passive in its giving; to be entirely open minded and
welcoming to all requests for support; and ultimately to continually
reinforce its tradition to give back to our communities from which
we gratefully derive our collective livelihood.
4001 Tamiami Trail North, Suite 250, Naples, FL 34103
239.659.3800
BSK.com
Our commitment to the community is based on our clear
vision of being a socially responsible corporation making a
tangible difference in the communities we serve. In addition, we
leverage our ability to support Comerica communities through
philanthropic programs and community partnerships. Our success
is dependent on helping people succeed. This vision shapes our
approach to community investment and guides the framework of
our support and community partnerships.
At Comerica, we know that our business can only succeed if the
markets we serve are economically healthy and viable. That is why
we are dedicated to improving the communities where we live and
work. Our community outreach is most focused in those geographic
areas where Comerica operations are concentrated in Michigan,
California, Arizona, Texas, and in Florida with our 11 locations
in Boca Raton, East Boca Raton, Fort Lauderdale, Orlando, Palm
30 | www.cfcollier.org
Beach Gardens, Riviera Beach, Sarasota, Stuart, Wellington,
Weston, and Naples at 3001 Tamiami Trail North, Suite 100.
Our primary goals are to: enhance Comerica’s commitment to
community reinvestment, respond to the diversity within the
population and needs of each community, have an impact on issues
important to the company and our communities, and create pride
and loyalty with Comerica employees.
Comerica Incorporated (NYSE: CMA) is a financial services
company headquartered in Dallas, Texas, and strategically aligned
by the Business Bank, the Retail Bank, and Wealth & Institutional
Management. Comerica’s more than 9,100 colleagues focus on
relationships, and helping people and businesses be successful.
In addition to Texas, Comerica Bank locations can be found in
Arizona, California, Florida and Michigan, with select businesses
operating in several other states, as well as in Canada and Mexico.
Comerica reported total assets of $55.9 billion at June 30, 2010.
3001 Tamiami Trail North, Suite 100 Naples, FL 34103
239.732.3240
Comerica.com
THE POWER OF PHILANTHROPY | 31
CORPORATE PARTNERS
CORPORATE PARTNERS
L to R: Michelle Gleeson, Gregory Havemeier, Brad Havemeier
Laura Worzella
Gulfshore Insur ance, Inc.
Wells Fargo
Gulfshore Insurance recognizes that healthy, thriving communities
depend on involved citizens, organizations, and corporate partners
for momentum. As a community-based agency, we are committed to
creating meaningful change in Collier County through community
leadership, employee volunteerism, and fundraising support.
At Wells Fargo, supporting our communities is an integral part of
our culture and central to our Vision & Values. We are committed
to investing in Southwest Florida as we work to promote our
communities’ long-term prosperity and quality of life.
Our humanitarian philosophy is based upon a belief that a
successful organization has a genuine responsibility to contribute
to the overall well-being of the community, and that a strong and
vibrant community is a great place to do business. Our corporate
commitment is complemented by the individual and group efforts
of our employees, who are known for their generosity towards
causes they believe in.
Gulfshore is committed to enhancing our communities through
programs that help make them better places to live. Through our
Gulfshore Humanitarian Foundation, we strive to enhance and
strengthen our community by supporting organizations that provide
assistance, training, and rehabilitation to residents of all ages,
cultures, denominations, and socio-economic status.
32 | www.cfcollier.org
A significant portion of our giving is directed to health-related
initiatives that hold the promise of improving many lives. We also
support programs that provide relief to victims of disasters and
that help people prepare for and prevent ill-fated situations. As
outsourced risk managers, we are committed to providing assistance
to individuals and families facing considerable challenges.
We proudly support: American Cancer Society; American Red
Cross; Avow Hospice; St. Matthew’s House; The Humane Society;
and The Shelter for Abused Woman & Children.
4100 Goodlette Road, Naples, FL 34103
239.261.3646
GulfshoreInsurance.com
In 2012, Wells Fargo invested more than $1.5 million in our
Greater Gulf Coast region. Additionally, through the Wells Fargo
annual Community Support and United Way Campaign, our
team members made personal contributions totaling more than
$1.7 million and volunteered more than 13,000 hours to nonprofit
organizations they are most passionate about.
Our priority areas are Community Development and Education,
investing in nonprofit organizations whose primary purpose
benefits low- and moderate-income individuals and families. We
also support Arts & Culture, Civic Engagement, Environment,
and Human Services programs to supplement the diversity and
vibrancy of our community.
In Southwest Florida, some of these community investments
include: Big Brothers Big Sisters of the Sun Coast, Boys & Girls
Clubs, Champions for Learning, Community Foundation of
Collier County, Conservancy of Southwest Florida, Charlotte
Local Education Foundation, “Ding” Darling Wildlife Society,
Florida Gulf Coast University, Foundation for Lee County Public
Schools, Guadalupe Center, Habitat for Humanity, Imaginarium
Science Center, Immokalee Nonprofit Network, Lee County
Housing Development Corporation, Lee Memorial Health System,
Foundation, and the United Way.
Wells Fargo & Company (NYSE: WFC) is a nationwide,
diversified, community-based financial services company with
$1.4 trillion in assets. Founded in 1852 and headquartered in San
Francisco, Wells Fargo provides banking, insurance, investments,
mortgage, and consumer and commercial finance through more
than 9,000 stores, 12,000 ATMs, the Internet (wellsfargo.com),
and has offices in more than 35 countries to support the bank’s
customers who conduct business in the global economy. We want
to help all of our customers succeed financially and support longterm economic growth and improved quality of life for everyone in
our communities. In 2011, the Company invested $213.5 million
in grants in 19,000 nonprofits, and team members contributed
more than 1.5 million volunteer hours around the country. For
more information, please visit: www.wellsfargo.com/about/csr.
9110 Strada Place, 3rd Floor - Suite 6300, Naples, FL 34108
239.552.2634
WellsFargo.com
THE POWER OF PHIL ANTHROPY | 33
CORPORATE PARTNERS
CORPORATE PARTNERS
L to R (seated): Nick Smith, Heather Borelli, Jeff Erickson
Mike Watkins
The Naples Beach Hotel & Golf Club
Abbot Downing
Family owned and operated, The Naples Beach Hotel traces its
community roots to 1946. In these 67 years, three generations of
Watkins family – Henry Sr., Henry Jr., Mary, Henry III, Bernadette,
Mike and Ellin Goetz – have made local support integral to their
business philosophy. Through land donations such as Cambier
Park, leadership roles in countless organizations, and initiatives
including housing for the poor and scholarships for Naples High
students, the “Beach Club” and its founding family have become
Naples institutions.
At Abbot Downing, we are committed to giving back to the
communities in which we do business. Every year, we contribute to
charitable organizations, which help to make our local communities
better places to live. We are strong supporters of the arts, education,
health and other important causes in the Naples area and across
the country. We primarily donate in response to client and team
member interests, as well as our sense of community needs. Because
the Community Foundation of Collier County is able to identify
which nonprofits have the broadest reach in specific areas of
need, we believe that it maximizes the efficiency of our charitable
contributions in this community.
It is the intention of the Hotel to remain involved with the growing
Naples area and to sustain our family tradition of support for the
education system, for conservation for those in need and for those
organizations that influence and help prepare the future leadership
of Naples.
The philanthropic nature of our community creates numerous
opportunities to support worthy causes. The Community
Foundation offers the means to identify those that most closely
34 | www.cfcollier.org
match our giving philosophy, at the same time assuring that our
contributions are put to their most effective use. Local organizations
supported: American Heart Association, Audubon Society, Avow
Hospice, Bosom Buddies, Cambier Park Playground Project, Cancer
Alliance of Naples, Champions for Learning, Children’s Advocacy
Center, Community Foundation, Conservancy of Southwest
Florida, Conservation Collier, Corkscrew Swamp Sanctuary, Edison
Community College, Everglades Foundation, Florida Gulf Coast
University, Fun Time Early Childhood Development Center,
Habitat for Humanity, Immokalee Child Care Center Foundation,
Junior Achievement, Leadership Collier, Naples Art Association,
Naples Botanical Garden, Naples Community Hospital, Naples
High School, Naples Historical Society, Naples Philharmonic
League, Naples Zoo.
851 Gulf Shore Boulevard North, Naples, FL 34102
239.261.2222
NaplesBeachHotel.com
L to R (standing): John Esquivel, Chuck Jandourek
Abbot Downing serves a small number of individuals and families,
as well as their endowments and foundations, to help preserve
and grow assets while building legacies across generations. We go
beyond traditional financial services to help clients manage the full
impact of unique wealth.
We support clients across the country in six regional offices with
a team of approximately 300 professionals. Through our teambased approach, we draw on the knowledge of leaders from four
integrated disciplines to address the financial, social and personal
dimensions of wealth:
•Planning and Family Dynamics
•Asset Management
•Private Banking
•Trust, Fiduciary and Administrative Services
We’ll work with you to craft and implement an integrated plan that
clarifies your vision for the future—shaping a legacy to stand the test
of time.
305 Fifth Avenue South, Suite 204, Naples, FL 34102
239.434.7800
www.abbotdowning.com
THE POWER OF PHILANTHROPY | 35
L to R (back row): Dave Neill, Gina Aldaz , Phil Lewis
CORPORATE PARTNERS
L to R (front row): Stephan Schonberg, Randi Ordetx, Deb
Trinka and Kelly Benson
Naples Daily News
Since our formation in 1923, Naples Daily News is proud to be
actively involved in supporting programs and organizations that
contribute to the culture and education of Southwest Florida.
We believe our community is a better place to live and work when
growth and knowledge are fostered and shared. On the publishing
side, we serve as a forum for the community to exchange ideas on
local events and issues. Our platform of communication brings both
citizens and businesses together to create a stronger, more informed
community. We encourage a culture of philanthropy among our
employees and strive to make all charitable contributions work to
promote fundamental growth in the community.
As we approach our 90th anniversary, the Naples Daily News
continues to work to support the Southwest Florida community
and will continue to do so for many more. We are proud to partner
with The Community Foundation to help improve and promote
the charitable funding in Southwest Florida. Each year we work
with more than 200 local organizations in Collier and South Lee
counties, with our major areas of focus being education, literacy,
health, human services and community.
36 | www.cfcollier.org
CORPORATE PARTNERS
L to R (standing): Martha Marland, Linda Flewelling,
Gail Neuharth
L to R (seated): Ronald Ciesla, Cherry Smith,
Daniel Hickey
Northern Trust
In addition to community organizations, we also support our
own local chapter of Newspaper in Education. The Newspaper in
Education (NIE) program is dedicated to strengthening literacy by
providing more than 400 educators in Collier and S. Lee counties
with digital editions of the newspaper for their classrooms. Among
the many organizations we have supported include the following:
Education & Literacy: Children’s Museum of Naples, Friends of
the Library, Junior Achievement, Education Foundation, Literacy
Foundation of Collier County, Newspaper in Education (NIE);
Health & Human Services: American Cancer Society, American
Heart Association, American Red Cross, St. Matthew’s House,
Shelter for Abused Women & Children, Special Olympics, Naples
Alliance for Children, Neighborhood Health Clinic, Greater Naples
YMCA and the Greater Marco YMCA; Community Organizations:
Bonita Chamber, Marco Island Chamber, Greater Naples Chamber,
Fort Myers Beach Chamber, NABOR, NAACP
1100 Immokalee Road Naples, FL 34110
NaplesNews.com
At Northern Trust, philanthropy is a key component of corporate
social responsibility, which includes a focus on community affairs,
diversity and inclusion, environmental awareness and socially
responsible investing. Northern Trust is honored to be a Corporate
Partner with the Community Foundation of Collier County.
Represented here are just a handful of Northern Trust’s officers
who volunteer their time and expertise to Boards and Committees
throughout our area, further elevating our community’s wildlife,
environment, arts and culture, and most importantly, its people.
In addition to the company’s local corporate contributions,
Northern Trust employees have personally given of their time,
talent and funds to help support the substantial range of worthy
organizations which benefit our southwest Florida community.
Due to their generosity, Northern Trust has been able to provide
numerous matching gifts to further the impact of every qualified
donation, having given nearly $14 million in cash contributions
to charitable organizations worldwide in 2011, and more than $72
million during the last five years.
For the fourth year in a row, Northern Trust has been named the
“Best Private Bank in the U.S.” by The Financial Times Group,
publishers of the Financial Times, The Banker and Professional
Wealth Management magazines. Northern Trust has been fortunate
to receive this honor in large part due to the company’s broad
offerings of socially responsible investing, as well as opportunities
afforded us through the clients and organizations we serve.
Northern Trust remains fully focused on providing our clients,
respected local professionals and community organizations with
integrated wealth management solutions of financial planning,
investment management, private banking and trust and estate services.
Park Shore: 4001 Tamiami Trail North, Naples, FL 34103
239.262.8800
Downtown: 375 Fifth Avenue South, Naples, FL 34102
239.262.5560
NorthernTrust.com
THE POWER OF PHILANTHROPY | 37
CORPORATE PARTNERS
CORPORATE PARTNERS
L to R: Bill, Barbara, Kristine and Juliana Meek
Harmon-Meek Gallery
For fifty seasons, Harmon-Meek Gallery has provided Naples
residents and visitors with works of art by major American artists.
By representing over 30 nationally renowned artists or artists’
estates, Harmon-Meek Gallery ensures quality fine art by the
nation’s top artists is brought to Naples. Before Naples had any
art museum, the gallery provided tours to area schools and art
education programs. Harmon-Meek Gallery has been a part of the
Corporate Partners Program of the CFCC since 2005, when the
program began. Our commitment to sharing our passion for fine
art with the entire Collier County community continues to this
day through the Harmon-Meek fund.
Our charitable efforts are directed to two important local issues:
first, to expand at risk children’s art education; second, to support
the development of new art related entities associated with the
area’s local and state Universities. It remains our intent to mobilize
supporters of the Harmon-Meek Gallery in these causes. We have
raised over $54,000 for our fund at the Community Foundation
38 | www.cfcollier.org
L to R: Michael Schroeder, Martin Wasmer
Wasmer, Schroeder & Company Inc.
through sealed-bid art auctions. In 2008, the Harmon-Meek
Gallery donated nearly $30,000 to the art program at the Boys &
Girls Club of Collier County and in 2009 donated $5000 to The
Golisano Children’s Museum of Naples.
From generating art donations worth $1 million to help establish
the permanent collection of the Naples Museum of Art; to
celebrating the gallery’s 40th anniversary in 2003 through an art
raffle to raise $35,000 to benefit the Neighborhood Health Clinic;
to raising over $325,000 through three art raffles at The von
Liebig Art Center; to our most recent efforts to create a permanent
art collection for the Golisano Children’s Museum of Naples,
Harmon-Meek Gallery continues to serve Collier County.
For over 26 years, philanthropy has been a cornerstone of Wasmer,
Schroeder & Company’s (WSC), business philosophy.
From creating jobs to volunteering time and making impactful
financial contributions to nonprofit organizations, community
involvement is an important component of long-term business
success. We are committed to contributing significant capital
to philanthropy and making it an integral part of our business.
Our core focus is on grass roots organizations that provide food,
shelter, basic services and medical care for those suffering from
the current economic environment. Corporate philanthropy is
a critical component in building a strong and stable social and
economic infrastructure in our community. The Corporate Partners
Program offered by CFCC provides firms like WSC an ideal vehicle
for managing the charitable component of our business. As a
Corporate Partner, numerous benefits are available including
access to CFCC staff, professional stewardship of the charitable
fund and other valuable administrative functions. We strongly
support the CFCC and the Corporate Partners Program and
we encourage other firms to explore the benefits of becoming a
Corporate Partner.
600 Fifth Avenue South, #210, Naples, FL 34102
239.263.6877
WasmerSchroeder.com
599 Ninth Street North #309, Naples, FL 34102
239.261.2637
HarmonMeekGallery.com
THE POWER OF PHIL ANTHROPY | 39
L to R (standing): Mark R. Klym, Jeffrey M. Folkman, Michael C. Shue,
Brad A. Galbraith, Kevin P. Fularczyk, John L. Stinziano, Juan D. Bendeck
CORPORATE PARTNERS
L to R (seated): Robert A. Cooper, Jamie B. Schwinghamer, Jeanne L.
Seewald, Andrew J. Krause, Theodore L. Tripp, Jr.
CORPORATE PARTNERS
Hahn Loeser & Parks LLP
Willow Street Advisors, LLC
For more than 90 years, we at Hahn Loeser have embraced
our responsibility to enhance the quality of life within the
communities we serve. We strive to motivate and encourage our
professionals and staff to support organizations with like-minded
goals: bolstering community needs, promoting tolerance, and
fostering harmony in our communities.
Conservancy of Southwest Florida, Council of Hispanic Business
Professionals, DeBartolo Family Foundation, Drug Free Collier,
Education Foundation of Collier County, Golisano Children’s
Museum of Naples, Leadership Collier Foundation, Legal Aid
Service of Collier County, Literacy Council of Bonita Springs,
Naples Art Association at the von Liebig Art Center, United Arts
Council of Collier County.
Willow Street Advisors is a boutique professional firm providing
institutional private wealth management services to individuals and
families. With offices in Florida and Ohio, Willow Street Advisors
provides independent and objective investment management, tax
and estate planning, financial planning, and trust administration
services to clients throughout the United States.
800 Laurel Oak Drive, Suite 600, Naples, FL 34108
239.254.2900
•
Leadership – the position or function of a leader
•
Excellence – eminently good; first-class
•
Integrity – adherence to ethical principles; soundness of character
•
Objectivity – the state or quality of being objective
•
Transparency – characterized by visibility or accessibility of
information
•
Value – something intrinsically valuable or desirable
Hahn Loeser is dedicated to cultivating a sense of public interest in
our people. Giving back to the community is part of Hahn Loeser’s
corporate culture, and we will continue to show our support of the
Southwest Florida community. It is an honor to have two of our
firm’s partners on the Foundation’s Professional Advisors Council.
Hahn Loeser and its attorneys also proudly support the following
organizations in Southwest Florida:
Abuse Counseling and Treatment, Inc., Avow Hospice, Boy
Scouts of America – Southwest Florida Council, Collier County
Bar Foundation, Community Foundation of Collier County,
40 | www.cfcollier.org
2532 East First Street, Fort Myers, FL 33901
239.337.6700
www.hahnlaw.com
Every client relationship is anchored in Willow Street Advisor’s
core values:
As a Registered Investment Advisory firm, Willow Street Advisors
provides all client services in accordance with the highest standards
of fiduciary care under the oversight of the U.S. Securities and
Exchange Commission.
9132 Strada Place, 2nd Floor
Naples, Florida 34108
239.596.9080
198 W. Portage Trail, Suite 105
Akron, Ohio 44223
330.923.3038
14235 U.S. Highway 1
Juno Beach, Florida 33408
561.762.8668
WillowStreetAdvisors.com
THE POWER OF PHILANTHROPY | 41
CORPORATE PARTNERS
L to R (standing): Jackie Sullivan, Greg Hunter,
Connie Shipley, Brendan O’Brien, Shanna Short
CORPORATE PARTNERS
Claudia Polzin
L to R (seated): Michael Baughen, Royce Reed, Lisa Merritt
JPMorgan Chase & Co.
At JPMorgan Chase, our philanthropic goal is simple: be the
catalyst to meaningful, positive, and sustainable change in the
communities we serve across the globe. In Collier County, that
commitment inspires our team to support programs and activities
that promote educational opportunities for youth, support
community and economic development and benefit disadvantaged
communities.
For years, we have served Naples and the greater Collier County
community. Recently, we have expanded our presence locally to
include retail banking branches and invested in building new offices
around the city. Today, we are nearly 100 people strong in our
community, focused on providing products and services that help
consumers achieve their financial goals, support business growth,
and strengthen communities. Around the state, our more than
17,000 employees in Florida are committed to the same principles.
In the last few years, we have been a proud supporter of the
Community Foundation of Collier County and its remarkable
dedication to the community of Immokalee. JPMorgan Chase
Foundation is partnering with many local nonprofits, including The
Immokalee Foundation, Boys and Girls Clubs of Collier County,
Guadalupe Foundation, The Conservancy of Southwest Florida,
and Naples Art Association. Beginning in 2013, the Foundation
will be launching a new partnership with Naples Botanical Garden
42 | www.cfcollier.org
Classical South Florida – 88.7
on an exciting education and workforce development initiative.
In 2011, JPMorgan Chase gave more than $7 million through grants
and sponsorships to nonprofit organizations in Florida. We also
support the individual interests of our employees through matching
gifts and volunteer programs. Our unique Chase Community
Giving program engages our customers in deciding which nonprofit
organizations should receive support.
Also, JPMorgan Chase is committed to serving the unique needs of
America’s military service members, veterans and their families by
providing meaningful employment to our nation’s veterans, helping
military families own and stay in their homes and meeting the
unique financial needs of service members and their families.
Our Naples staff is proud to support our philanthropic goals in the
Collier community and looks forward to continuing to work with
and support the best in class nonprofit organizations in Collier
County.
The mission of Classical South Florida is to enrich the minds and
nourish the spirit of our community through the art, availability
and advocacy of classical music. As the only public radio station
group in Southwest Florida dedicated to broadcasting classical
music 24 hours a day, we provide opportunities for our community
to enjoy and support classical music.
As a part of American Public Media, the second largest producer
of public radio programs in the United States, we have the largest
broadcast audience of any classical music radio producer in the
United States.
Classical South Florida is a strong advocate for the arts and
supports arts organizations in our community as together we work
to promote interest in classical music for all ages. Classical South
Florida became a part of the airways in South Florida in October of
2007; and in June, 2012 in Southwest Florida – making it possible
to enjoy classical music from Charlotte County through Collier
County on the west coast and from the Palm Beaches to the Keys
on the East Coast.
As a part of our mission we air radio programs that nourish the
minds of our young people and encourage their learning through
classical music. Programming like “From the Top,” which is the
preeminent showcase for young musicians is broadcast Sundays at
7 p.m. This program celebrates the stories and performances of this
nation’s outstanding pre-collegiate classical musicians.
Join us as we celebrate the beauty of classical music throughout
our community.
999 Vanderbilt Beach Road, Suite 200 Naples, FL 34108
239.290.9433
ClassicalSouthFlorida.PublicRadio.org
850 Park Shore Drive, Naples, FL 34103
239.263.1301
JPMorgan.com
THE POWER OF PHILANTHROPY | 43
CORPORATE PARTNERS
CORPORATE PARTNERS
“Inspiring • Empowering • Women”
L to R: Keith Embree and Shelley Anderson
FineMark National Bank & Trust
é Bella magazine
Since its inception, the vision of FineMark National Bank &
Trust has been, “To make a positive impact on the individuals,
families and the communities we serve, while being good stewards
of FineMark’s resources.” We believe it is our responsibility to be
involved where help is needed in our community. As a company
and as individuals, we give our time and our money to countless
charities. Our entire staff is encouraged to volunteer a half day every
month with pay, to support the organization of their choice. Many
of them also volunteer their personal time, serve on boards and
contribute financially to local organizations.
The first and only women’s magazine focused solely on Southwest
Florida, è Bella is a must-read for over 21,000 affluent women
each month. In addition to engaging profiles of accomplished
women making a difference in the Naples, Bonita and Estero
communities, each issue of è Bella features timely articles
from local experts on health, travel, finance, business, beauty,
relationships… virtually any topic of interest to women.
FineMark consistently has 100% participation in annual giving for
the United Way and is proud to be one of the largest donors to
the United Way in Southwest Florida. To date, FineMark has given
$1,000,000 to numerous Southwest Florida organizations through
sponsorships and donations, but we focus our efforts on the Arts and
the health and well-being of children.
In 2011, FineMark worked with the Lee County School District
and the United Way to create the Bridges Program, which works to
provide suitable housing for homeless children and their families.
FineMark also helped initiate another local program to help mentor
foster children on the verge of ‘aging out’ of the foster care system.
We have since hired a young man, recently out of the system, as a
paid intern while he attends Edison College. Because we believe
education and health care are significant areas of importance locally
44 | www.cfcollier.org
and nationally, we’ve made $100,000 commitments to Florida Gulf
Coast University and The Children’s Hospital of Southwest Florida.
We also believe the Arts contribute to our community by educating,
energizing and bringing people together. We therefore support a
number of organizations that help enrich our lives through art
and culture.
Whatever the cause, FineMark is dedicated to providing a culture
of service to our clients and making a positive difference in the
communities we serve. We are proud to support the Community
Foundation of Collier County.
600 5th Avenue South, Suite 202
Naples, FL 34102
239-330-7685
10010 Coconut Road
Bonita Springs, FL 34135
239-405-6700
è Bella is unique: We give local women a platform to be
recognized for their accomplishments. Together, we collaborate
to share their authentic stories so others are inspired and
empowered by local “heroes” in our community. These are real
people with real issues; people who are inspired and inspiring;
We educate readers through insightful, informative and timely
articles on issues important to them or someone they love. We
feature inspiring stories of Real Women. We acknowledge their
achievements and share lessons they’ve learned. è Bella is a real and
empowering resource for life. We connect the community to the
positivism and power of women supporting women. We raise the
consciousness of women as a dynamic force.
In keeping with the magazine’s local emphasis, attention is
given to a number of charitable causes; local contributors and
entrepreneurs share their knowledge with readers; “Women to
Watch” honors the accomplishments of Southwest Florida women;
“It Takes a Village” advocates unfilled needs of local charitable
organizations; and “Caught in the Act” highlights people and
organizations making a difference in the area.
é Bella is the inspiring and empowering go-to magazine, giving
voice to dynamic women, connecting the community, and
collaborating with featured heros to make a REAL DIFFERENCE.
1750 J&C Boulevard, Suite 5, Naples, FL 34109
239.598.0961
eBellaMag.com
12681 Creekside Lane
Fort Myers, FL 33919
239-461-5900
FineMarkBank.com
THE POWER OF PHILANTHROPY | 45
funds established at the community foundation
CORPORATE PARTNERS
L to R: Jill Ciccarelli Rapps, CFP®, Raymond Ciccarelli, Kim
Ciccarelli Kantor, CFP®, CAP™, Carol Girvin, Paul Ciccarelli,
CFP®, CLU®, ChFC®, Anthony Curatolo, Lynn Ferraina
Ciccarelli Advisory Services, Inc.
Ciccarelli Advisory Services directs its philanthropic efforts towards:
•Continuous prosperity
•Guidance and mentorship
•A sense of community and family
We believe in our responsibility to support and serve communities
where our founders, team members and clients live. Serving families
for over 30 years from our New York and Florida offices has led to
our vested interest in believing in family, health, education and the
arts. As part of this passion and commitment, we bridge experiences
for stewardship of money with those we serve in our business.
Sharing our successes, both as a firm and individually, our partners and
team members join together volunteering time and financial resources.
We are proud to thank many of the charities we support for the
enrichment they have provided in our community: The Community
Foundation, NCH Healthcare System, American Cancer Society,
YMCA of the Palms, Edison State College, Paul Todd Charities,
Foundation Fighting Blindness, Knights of Columbus, Harry
46 | www.cfcollier.org
Chapin Food Bank, Children’s Advocacy Center of Collier County,
the American Red Cross, Leadership Collier Foundation and the
United Arts Council, to name a few.
We are a family owned, independent wealth management
organization believing in objective, unbiased solutions and
guidance. Our lifetime comprehensive financial planning role
utilizes the strength of our relationships, to help clients endure
through life’s transitions bridging generational legacy planning,
where descendants inherit not only tangible, but intangible values
and lessons. Our commitment and service is to all members of a
client’s family who desire financial guidance.
3066 Tamiami Trail North, Suite 202, Naples, FL 34103
239.262.6577
9240 Bonita Beach Road, Suite 3300 Bonita Springs, FL 34135
239.495.2242
CasMoneyMatters.com
1985/1986
The Albrecht Family Fund
Ballard Family Fund
James G. & Helen M. Brooks Fund
Constance T. & Truman B. Brown Fund
Eleanor & Henry Buhl Fund
Lois & John Cashman Fund
Albert & Suzanne Cleaveland Fund
Cosgrove Family Fund
T. Chalmers Curtis Fund
Dearholt Fund
Depuy Family Fund
Deupree Family Fund
David B. & Katherine O. Dupee Fund
Truxtun & Tyler Emerson Fund
Mr. & Mrs. Philip Everest Fund
James Rogers Fox Fund
Earl & Shirley Frye Fund
Gifford Family Fund
Kazanjian-Yarrington Family Fund
Betty & Bill Marshall Fund
Paul E. & Ann C. Martin Fund
David B. & Helen N. Meeker Fund
Mr. & Mrs. Lloyd I. Miller Fund
Charles F. & Barbara W. Moore Fund
Arthur J. Oberhelman Fund established by Mr. & Mrs. Gorden Hickenlooper
William & Sally Oberhelman Fund
Gene & Anne Ratliff Fund
J. Lee Robinson Fund
Celia V. Scudder Fund
Jean & Bruce Shannon Fund
Mae Shepherd Snow Fund
John & Gladys Strauss Fund
Mr. & Mrs. Sidney Swensrud Fund
Judith deForest Taves Fund
Fred W. & Virginia Uihlein Fund
John S. & Mary Claire Wadsworth Fund
Elizabeth & Charles Williams Fund
Helen & William J. Williams Fund
Wodecroft Fund
1987
Blair Foundation Fund
Verity Blakey Day Memorial Fund
C. Frederick & Mildred E. Curtis Fund
Don & Helen Franke Fund
Jack & Lucile Harris Fund
Eileen Kopp Advised Fund
Alan Loop Family Fund
Richard & Joan Michelson Fund
Nulsen Designated Fund
Paterno Fund
The M. Herbert Paul Fund established
by Mr. Joseph N. Pew, Jr.
Kathleen B. Sherwin Fund
Janet Simonds Short Fund
George R. Wallace Foundation Fund
David E. & Betsy Winebrenner Fund
FUNDS
1988
Edwin H. & Yvonne Bower Fund
Harness Family Fund
Maurice & Lynn Katz Family
Foundation Fund
William J. & Nancy Biggs Kieckhefer Fund
Corrie & Leonard Llewellyn Fund
Willard & Gay Merrihue Fund
Bob Telford Fund
1989
Robinson & Martha Carter Bosworth,
Jr. Fund
Rene J. & Carolyn E. Constantin Fund
Donald & Joan J. Forte Fund
Orville W., Jr. & Marion T. Forte Fund
Betty & Wallace Irwin Fund
Joseph W. & Edwina P. Oliver Fund
William Greenville Pace Fund
Harold S. & Mary W. Smith Fund
Anne & Morrison Waud Fund
1990
Eleanor Wallace Caswell Scholarship Fund
Collier County Florida Special
Olympics Fund
Taber deForest Memorial Fund
Orville W. Forte Charitable Foundation Fund
Rembrandt & Audrey Hiller Fund
Elizabeth & Frank Odell Family Fund
Herbert B. & Margaret E. Scheu Fund
United Arts Council Community Arts Fund
1991
Mary Jeanne & Ivan Bowen Fund
Susan K. Lennane Family Fund
Lennane Family Unrestricted Fund
Naples Shore Fund
James D. & Bess S. Polis Foundation Fund
Schoen Family Fund
1992
1985-2012
1993
Daphne Fund
Edrick & Linda Flewelling Fund
William K. McInerney Memorial Fund
Constance C. Wallace Memorial Fund
Wyndemere Fund
Zonta Club of Naples Fund
1994
Herbert & Ruth Abramson
Unrestricted Fund
Getzelman Fund
Hartshorn Family Fund
Leadership Collier Fund
Quest Fund
Salvation Army Fund
The W. Wadsworth & Dorothy M.
Watts Fund
1995
Children’s Fund
Collier County 100 Club Fund
Diano-Tougas Scholarship Fund
Fresh Start for Abused Women Grant Fund
John S. Nagel Memorial Library Fund
Matthew B. Hecht Memorial Fund
Roy & Carolyn Neumann Fund
Lafrenz Family Fund
Senior Friendship Centers Foundation Fund
John & Anne Luetkemeyer Fund
Wainscott Family Fund
Barbara R. Schricker Memorial Fund
Jack & Virginia Thompson Fund
THE POWER OF PHILANTHROPY | 47
funds established at the community foundation
1998
General & Mrs. David H. Baker
Unrestricted Fund
FUNDS
Empowerment Alliance of SW Florida Endowment Fund
Frank S. Farrell Revocable Living Trust Fund
Jane Billings Fund
Ted & Betty Flora Fund
Jay & Lee Gates Fund
Richard G. Ford Charitable Gift Annuity Fund
Dorothee D. & Richard C. Grant Fund
Myra & Mort Friedman Fund
James H. Morton Fund
Gerrity Family Fund
Nancy V. Potter Fund
James & Nancy Gibson Fund
Adele D. Rice Lead Trust Fund
Girl Scouts of Gulfcoast Florida, Inc. Fund
Sams Sailing Scholarship Fund
Alfred & Vera Goodman Fund
Jefferson A. Simpson Fund
Habitat for Humanity of Collier County Fund
Mr. & Mrs. James E. Smith Fund
Lea Family Fund
Edna Franz Springer Award for Unsung Members Fund
Ralph Weiss Scholarship Fund
1999
Herbert & Ruth Abramson Designated Fund
Nichols Foundation Fund
Goodman Family Fund
Port Royal Club Scholarship Fund
Gulfshore Insurance Community
Support & Betterment Fund
Northern Trust Silver Anniversary Fund
Huntington National Bank Private Financial Group Fund
2002
Louis M. & Patricia A. Daniel Fund
Ann McAndrews Herrmann Fund
David B. & Katherine O. Dupee Fund
Lucie Jenny MacCarthy Fund
Fresh Start for Abused Women
Endowment Fund
Alan Keller Fund
Kristin Keller Fund
G. Edna Krentz Fund
Phyllis M. Landes Fund
McBride Family Fund
Julia T. Smith Fund
Berry & Diane Fund
D. Ray & Ruth D. Park Fund
Richard & Barbara Widman Fund
The Cord Fund
James D. & Joan M. Proud Fund
SWFL 49ers Fund
Critter Fund
Richard P. & Marilyn S. Rechter Family Advised Fund
Linda Halverstadt Ottenad Fund
First Book-Collier County Fund
Thiele Family Fund
Joel Deifik Memorial Scholarship Fund
2000
Roy & Carolyn Neumann Volunteer Fund
Michael & Barbara Sill Family Fund
Brown Family Fund
Ralph G. & Katherine K. Ryan
Endowment Fund
Charles & Helen Donahue Fund
Dr. Norman & Gail Thomson
Scholarship Fund
Elmer & Jean Grunow Fund
James Lorenzo Walker Education Fund
CFCC Disaster Relief Fund
NCH Healthcare Community Fund
Mr. & Mrs. Russell Sineni CGA Fund
Goodlette Leadership Fund
L. Bates & Marcia W. Lea Fund
Alice Ross Martell Fund
The RWH Fund
Blair Foundation Fund
Teen Pregnancy Prevention Initiative Fund
Pat & Laura Cacho Family Fund
The GBH Fund
Dorothy Edwards Vocational Scholarship Fund
Sally J. Herzog Memorial Fund
Bernton Family Fund
Richard C. Krause Fund
Arthur G. & Helen Shireman
Designated Fund
Frances D. Armentrout Funds
Alice Dorethy Ross Fund
James A. & Evelyn S. Belleman Fund
Carol Fedoryk Scholarship Fund
James D. & Joan M. Proud Fund
Jean & Wilson Chockley Fund
Glenview Employee Scholarship Fund
Nally E.D. duBois Fund
Harmon-Meek Gallery Charitable Fund
William D. Anderson Fund
1996
2006
RCMA Endowment Fund
Evelyn De France Burnham Fund
1985-2012
2004
2005
David M. Jones & Associates Fund
Donald R. & Josephine F. MacLennan Fund
Agua Fund
Beverely Wright McHugh Memorial Fund
Brayman Family Fund
William K. & R. Kathryn McInerney Fund
Mark & Pearle Clements Fund
Moates’ Kicks for Kids Fund
Harvey & Janet Cohen Fund
Naples Equestrian Challenge “Deb PT” High School Volunteer Scholarship Fund
Jeannine M. Danis Fund
Franke Leadership Fund
Kenneth C. Freeberg Animal Rescue Fund
Alan & Beverley Horton Fund
John & Connie Miller Fund
John R. Wood Realtors Fund
Laura Jude Fund
Ashley Kelly Memorial Scholarship Fund
Lee & Mary Ledford Fund
Literacy Volunteers of Collier County Fund
Lowry Hill Private Wealth Management Fund
FUNDS
Paradis Foundation Fund
1985-2012
2008
Bob & Judy Rathert Family Fund
William & Janet Allyn Fund
Sachs Family Fund
Jo Ellen Atkinson Fund
A. Robert & Helen Seass CRT Fund
Mary Baron Fund
Perry MacKay Sturges Fund
Arnold & Gertrude Berg Fund
Tulip Endowment Fund
Tom Cooper Designated Fund
Gerry Wheeler Memorial Fund for Grieving Children Fund
Children’s Trust Fund
2007
Derham Fund
Derham Tea Fund (in memory of Thelma, Earl & Alice)
Lew & Dawn Allyn Family Fund
Lu M. Drackett Fund
Frances D. Armentrout Fund
Christine Flynn Fund
Bach Ensemble Endowment Fund
Barbara Janney Desanzo Fund
Jay L. Friedland, M.D. Prostate Cancer Research Fund
Freddie Sauer Scholarship Fund
Fun Time Early Childhood Academy Fund
Thomas C. Graham & Irene W. Graham Scholarship Fund
Brian Gibbs Memorial Fund
Salt of the Earth Fund
Michael Grech & Pete Villani
Memorial Fund
Mana P. Holtz Fund for the Women’s Philanthropic Network
MacLeod Stewardship Foundation Fund
Rosenzweig Family Foundation Fund
McCann Family Fund
NAMI of Collier County Endowment Fund
The Jimmy Schneeberger Memorial Fund
Terry Olson Fund
James & Julia Shelly Fund
Paws for the Cause Fund
Paul F. & Edith B. Cooper Fund
Naples Alliance for Children
Endowment Fund
Howard & Troth Family Fund
Kim Prince Memorial Fund
Brad & Jennifer Havemeier Fund
Naples Concert Band Fund
Arthur J. Willenborg Endowment Fund
John & Jackie Remington Fund
Hospice of Naples Endowment Fund
NCH Healthcare System Endowment Fund
Humane Society of Collier County Fund
Chester G. & Alice P. Parsons Fund
Sara W. Knapp Memorial Fund
Jean Peaslee Scholarship Fund of the Naples Player Theatre Guild
Theresa M. Anderson Fund
Merrill H. Shaeffer Fund
Immokalee Emergency Relief Services Fund
Johannes Music & Arts Fund
Garry & Nancy Bean Family Fund
Sherwood Forest Foundation Fund
Immokalee Initiative Grant Fund
Mary Elizabeth Kelley Fund
Louise Prothero Leadership Fund of the Naples Woman’s Club
Charles & Helen Donahue Fund
Smart Charitable Fund
F. Craig & Patricia Jilk Fund
Empowerment Alliance Non-Endowment Fund
SunTrust Bank of SWFL Fund
Myron T. Kelley Fund
Northside Naples Kiwanis Foundation Jim Dahl Memorial Fund
William Godley Memorial Fund
Eleanor B. Sweet Unrestricted Fund
Miracle Limbs-Courage in Motion Fund
Laimbeer Children’s Welfare Fund
Allen F. Jacobson Family Fund
Jack & Virginia W. Thompson Fund
Richter Leadership Fund
H. Max & Letha L. Brown Fund
Legacy Foundation Group Fund
Warren F. & Jean L. Tischler Memorial Fund
William G. Robertson Fund
Dawn Litchfield Brown Fund
Shehadi Family Fund
Martinez Lombardi Fund for Disadvantaged Children of Single Parents
1997
Keith S. Benson Family Fund
Cincinnati Financial Corporation Fund
McClintock Family Fund
R. Covell Radcliffe Fund
Carleen & Robert Reckman Fund
Adele D. Rice Fund
Thomas & Elizabeth Sully Fund
Edward R. Swingle Family Philanthropic Fund
Raymond D. & Sara Thomas Fund
Wainscott Family Fund
WPN Endowment Fund
48 | www.cfcollier.org
Kapnick Family Fund
2001
William D. Anderson Fund
John B. Armentrout Memorial Funds
Burton Family Fund
Thomas J. & Mollie E. Danis Fund
David S. & Barbara L. Reynolds Family Fund
2003
Wasmer Schroeder & Company Fund
Lee Varon Family Fund
The Eleanor B. Sweet Designated Fund
Robin & Youngja White Fund
John F. & Laura M. Whitcomb Fund
Jane Thomas Fund
WilsonMiller Charitable Fund
Women’s Philanthropic Network Fund
Susan McTague Goldman Fund
Jeanne Manuri Fund
Mary K. McTague Fund
THE POWER OF PHILANTHROPY | 49
funds established at the community foundation
Edith & John Meli Unrestricted Fund
MacNiven Family Fund
Stephen R. & Mary Lynn Myers Family Fund
Norris Fund
Naples Music Club Scholarship –
Warren Fund
Richard M. & Maureen G. Schulze Donor Advised Fund
Planned Parenthood Designated Fund
FUNDS
John & Maggie Picotte Fund
Families in Need Fund
Jo Ann Schwartz Family Fund
Howard Freedman Fund
Franke Leadership Fund of the
Community Foundation of Collier County
Robert P. Schwartz Memorial Fund
Full Ride Scholarship to a Second
Chance Fund
Arthur G. & Helen Shireman Fund of the
Community Foundation of Collier County
James S. Weaver, Jr. Family Fund
Margaret B. Griffith Fund
Bonnie K. Yarrington Fund (Planned Parenthood)
Kantor Family Fund
Tiffany Billings Fund
Donald & Ruth Campbell Fund
Early Childhood Education
Collaborative Fund
Fun Time Building Reserve Fund
Naples Music Club Scholarship-Saby Fund
Holland T. & Mary Jeanne Salley Fund
Patricia L. Schrenk Fund
Edna F. Springer Fund
Michael J. Szwed Legacy Fund
Bruce Thalheimer Charitable Fund
Sharon von Arx Fund
Col. Walter Walsh Criminal Justice Scholarship Fund
Nancy White Fund for the Women’s
Initiative Fund
Karl & Joanne Wyss Fund
2009
Fifty More Years Fund
Fund for Job Creation
Give Them Hope Fund
Immokalee Nonprofit Network Housing Collaborative Fund
Allan & Mary Ivascu Fund
Judy B. & David M. Jones Family Fund
Judy B. & David M. Jones Scholarship Fund
George R. & Joyce H. Kempton Family Fund
Marco Island Rotary Club Foundation,
Inc. Fund
Greater Marco Family YMCA Legacy Fund
Delvin G. Miller & Mary F. Miller
Memorial Fund
Naples Music Club-Scholarship Reserve Fund
Naples Endowment for the Arts & Camille’s Camp Fund
ArtsNaples World Festival Fund
Shellhorn Family Fund
Patty Baker Fund for Senior Arts & Theatre
Special Needs Children’s Fund
Children’s Museum of Naples Fund
Tallmadge Fund
Bob & Connie Eaton Family Fund
Jane R. Williams Deferred Fund
David J. Foege Fund for Non-Embryonic Stem
Cell Research
2011
Bernice & George Grossteiner Endowment Fund for a More Compassionate
Community Fund
211 Endowment Fund
Joseph & Betty Haskett Family Fund
Jeff and Trish Erickson Fund
Steven & Carisa Jones Family Fund
W. Dain Kuhns & Elizabeth H. Kuhns Fund
Edith & John Meli Scholarship Fund
The League Club Endowment Funds
50 | www.cfcollier.org
Don & Helen Franke Fund of the
Community Foundation of Collier County
Ching W. & Charles W. Schueddig Fund
211 Fund
Naples Music Club Scholarship-Turiel Fund
FOUNDER’S SOCIETY
Joshua J. Allyn Fund
2010
Naples Music Club Scholarship-Haegg Fund
THE ANNUAL APPEAL
Katharine B. Ryan Family Fund
James A. & Joyce Thwaits Fund
1985-2012
2012
On behalf of the Community Foundation of Collier County, we would like to thank
all of our generous donors. Your support of the Foundation’s work allows us to fulfill
our leadership role in strengthening our community. In an effort to keep printing and
mailing costs to a minimum, this list includes gifts of $100 or more received between
July 1, 2011 and June 30, 2012.
CFCC Collier 211, LLC Fund
Hope Fund
Mediterra Employee Scholarship
Program Fund
Merrill Lynch Naples Employee
Philanthropic Fund
Naples Music Club Scholarship Fernando Fund
Audrey Morean Petersen Fund
John Sorey Fund
Eleanor B. Sweet Fund of the
Community Foundation of Collier County
PARTNER’S SOCIETY
$5,000 - $9,999
Bernton Family Fund of the
Community Foundation of Collier County
Mrs. Sheilah M. Crowley
Mr. Thomas D. Gleason
Gwenda & John Hanson Fund of the
New York Community Trust
Ms. Eloise E. Hays
William Speen Fund
John J. Morgan, Jr. & Barbara L. Morgan Fund of the Fidelity Charitable Gift Fund
Douglas M. VanOort Fund
The Stranahan Foundation
Myra N. & Van Zandt Williams Jr. Donor Advised Fund
Women’s Giving Circle Fund
COLLIER CLUB
$2,500 - $4,999
Alan & Beverley Horton Fund of the
Community Foundation of Collier County
F. Craig & Patricia Jilk Fund of the
Community Foundation of Collier County
Mr. & Mrs. David B. Smith
FOUNDATION PATRON
$1,000 - $2,499
Mr. Christopher P. Bray
Brown Family Fund of the
Community Foundation of Collier County
Thomas & Mollie Danis Fund of the
Community Foundation of Collier County
Frank G. Daveler Charitable Fund of the
Schwab Charitable Fund
The Dickson Family Gift Fund of the
Schwab Charitable Fund
Charles and Helen Donahue Fund of the
Community Foundation of Collier County
Mr. & Mrs. Paul R. Duncan
Aubrey J. Ferrao Trust
Mrs. Christine Flynn
Myra & Mort Friedman Fund of the
Community Foundation of Collier County
Jay & Lee Gates Fund of the
Community Foundation of Collier County
Michael Grech & Pete Villani Memorial
Fund of the Community Foundation of Collier County
Howard Troth Family Fund of the
Community Foundation of Collier County
Mr. Thomas E. Ingram
Douglas L. & Sheila B. Johnson Fund
of the U.S. Charitable Gift Trust
Mr. & Mrs. Frank L. Klapperich, Jr.
(includes gift from the GE Foundation Matching Gift Program)
Mr. & Mrs. William Laimbeer, Sr.
Dr. & Mrs. Charles J. Montgomery
Mr. & Mrs. J. Richard Munro
Roy & Carolyn Neumann Volunteer Fund
of the Community Foundation of
Collier County
Elizabeth & Frank Odell Family Fund of the
Community Foundation of Collier County
Mr. & Mrs. John M. Passidomo
Mrs. Anne T. Ratliff
Ms. Deborah L. Russell & Mr.
Elmer Wheeler
Jo Ann Schwartz Family Fund of the
Community Foundation of Collier County
J. Richard & R. Marie Stonesifer Fund of the Vanguard Charitable Endowment
Mr. & Mrs. William E. Thomas
GIFTS &
grantS
Gifts to Funds
FOUNDATION FRIEND
$500 - $999
Richard & Jane Borchers Family Fund
of the Minneapolis Foundation
Dr. & Mrs. Wilson Bradshaw
Mr. & Mrs. William E. Chipman
Coffin Family Fund of the
Fidelity Charitable Gift Fund
Mr. & Mrs. Robert Gerrity
Mr. & Mrs. Brad Havemeier
McCann Family Fund of the
Community Foundation of Collier County
Mr. & Mrs. Robert F. McCarthy, Jr.
Mr. Ned R. Sachs
Mr. Thomas G. Schneider
Robert & Catherine Sheridan Charitable
Account of the Schwab Charitable Fund
Walter James Smith Revocable Trust
Mr. Thomas A. Sully
Donald C. Sutherland Fund of the
Fidelity Charitable Gift Fund
Mr. & Mrs. Harold L. Zink
COMMUNITY LEAGUE
$100 - $499
Mr. Albert J. Basil
Dr. & Mrs. Robert A. Berlam
Mr. Cornelius P. Cacho
Campbell Family Foundation
Ms. Lorraine A. Carlson
Carleton A. Cleveland, Jr. Trust
Mr. & Mrs. Gary Conley
Derham Tea Fund of the
Community Foundation of Collier County
Mr. & Mrs. Orvillle W. Forte, Jr.
Mrs. Louise Friedlander
Mr. & Mrs. J. Craig Fuehrer
Dr. Gary A. Gallo
Goodman Family Fund of the
Community Foundation of Collier County
Elma Mae Hoffman Revocable Trust
Mr. David Ingall
Mr. & Mrs. James D. Jessee
Dr. & Mrs. Jeffrey A. Kahn
Margaret A. Kennerly Revocable Trust
Mr. Dennis Kilcoyne
Trust of Margaret G. Kincaid
Rev. Dr. Kathleen L. Kircher
Mrs. Leslie S. Magin
Mrs. Josephine A. Morse
Gary G. Newman Family Trust
PBS Construction, Inc.
Mrs. Anne W. Russell Foster
Mrs. Helen M. Schultz
Mr. & Mrs. Michael J. Schroeder
Slocum Family Fund of the
Community Foundation of Collier County
Ms. Beverly A. Smith
Mr. John F. Sorey, III
Wainscott Family Fund of the
Community Foundation of Collier County
Gary L. Thomas Revocable Trust
Mr. Peter A. Thomas
Mr. Robert P. Tucker
Mr. & Mrs. Everett H. Van Hoesen
Mr. & Mrs. John Varsames
Mrs. Jennifer B. Walker
Ms. Mary N. White
Ms. Michal Wiesler
Mr. Dietrich E. Zimmerman
Memorial Gifts were received for:
Susan M. Barton
THE POWER OF PHILANTHROPY | 51
Moates Family Trust
Boulderbrook Productions
Mrs. Billie W. Kubly
United Church of Marco Island
Naples Alliance for Children
The Breeden Family Charitable Fund
of the Vanguard Charitable
Endowment Fund
Mr. & Mrs. Philip M. Lavigne
Mr. & Mrs. Alan P. Vail
The League Club, Inc.
Mrs. Carolyn Vogel
Mr. & Mrs. Jay C. Levitt
Mr. & Mrs. George P. Wagner, Jr.
Mr. Scott Lutgert
Mrs. Jennifer B. Walker
Peter Manion IRA
Ms. Anne Wamser
Manna Foundation Charitable Fund
of the National Christian Foundation
Wardeberg Charitable Trust
Ms. Margaret C. Mathes
The Williams Consulting Group, LLC
Naples Equestrian Challenge, Inc.
Mrs. Carolyn H. Neumann &
Ms. Marlene MacFarlane
Naples Music Club
GIFTS &
grantS
Robert Rathert Trust
Richard P. Rechter Default Charitable
Lead Unitrust
Agua Fund, Inc.
Mr. & Mrs. William F. Allyn
Anonymous Donor
Blair Foundation
Mr. & Mrs. Harold H. Brayman
Mr. & Mrs. Dennis C. Brown
Mr. & Mrs. Leland Burton, Jr.
Mr. Cornelius P. Cacho
Adele D. Rice Charitable Lead
Annuity Trusts
Mr. & Mrs. Ronald Cindrich
Mr. & Mrs. Robert F. McCarthy, Jr.
Holland T. Salley IRA
Mr. & Mrs. Gerald Clark
Shannon Family Foundation
The Clements Foundation, Inc.
The Malcolm S. & Sonia R.
McDonald Foundation
Karl & Joanne Wyss Fund
of the Community Foundation of
Collier County
Frederick S. Shehadi, Jr. Revocable Trust
Ms. Leslie Cogan
Mr. & Mrs. John J. McDonough
Mr. & Mrs. Bryant Yunker
Mrs. Julia Shelly
Ms. Karen T. Coney Coplin
Mr. & Mrs. Thomas J. McLoughlin
Mr. & Mrs. Harold L. Zink
Mr. John F. Sorey, III
Mr. & Mrs. Ken W. Cole
Jack W. Thompson Charitable Lead
Annuity Trusts
Mrs. Sheilah M. Crowley
Wells Fargo Foundation
Mr. & Mrs. William L. Dalton
Mr. & Mrs. Karl R. Wyss
Bonnie Yarrington Trust
Concerned citizens established funds to
help realize their charitable vision. By
making good use of the Foundation’s
nonprofit services and investment
strategies, they are able to devote more
time to achieving their goals. This list
includes gifts of $100 or more received
between July 1, 2011 and June 30, 2012.
FUNDS WITH COMBINED
GIFTS OF $100,000 - $190,000
Fifty More Years Fund
Donald W. Campbell Revocable Trust
Mr. & Mrs. Donald W. Campbell
Fun Time Early Childhood Academy, Inc.
Lucille Drackett Living Trust
First Book-Collier County Fund
Equinox Foundation, Inc.
To provide disadvantaged children
with new books
Orville W. Forte Charitable Foundation, Inc.
Dr. Howard Freedman Trust
Betty Lee Gates Revocable Trust
Mr. & Mrs. Jay G. Gates
Mr. & Mrs. James R. Gibson, Jr.
Greater Marco Family YMCA, Inc.
Margaret B. Griffith, CRAT
Gulfshore Insurance, Inc.
Dr. Mana P. Holtz
Mr. & Mrs. F. Craig Jilk
Mr. & Mrs. David M. Jones
Elizabeth H. Kuhns Self Declaration of Trust
Mr. & Mrs. Thomas D. McCann
Mr. & Mrs. John Miller
Sandra J. Abookire Trust
Ms. Virginia J. Ackeman
Mr. & Mrs. Robert L. Anderson
Dr. & Mrs. Gary S. Cuozzo
Mr. Richard S. Davis
Mr. & Mrs. George J. Doehner
Ms. Audrey Eber & Mr. & Mrs. Warren Eber
Mr. & Mrs. David J. Eskra
Elizabeth K. Galeana Charitable
Foundation, Inc.
Mr. Harold F. Mayer
Mr. & Mrs. William P. Melchionni
Mr. & Mrs. Kenneth R. Meyer
Mr. Richard W. Miller
Mr. & Mrs. Robert H. Morrison
Mr. & Mrs. J. Richard Munro
Memorial Gifts were received
for the following:
Sirkka Johnson
Mr. & Mrs. Delos M. Palmer, Jr.
Dottie Gerrity
Mr. John Pavlish
Jinny Johnson
Ms. Louise E. Penta
Gifts to Funds
Port Royal Club Scholarship Fund
To provide scholarships for Port Royal Club
employees and their families
Mr. & Mrs. Larry Fagan
PGA of Collier County, Inc.
Mr. & Mrs. James E. Fligg
Mr. & Mrs. Richard J. Phelan
Mr. & Mrs. Terrance R. Flynn
Pi Beta Phi Alumnae Club
Multiple gifts were received from:
Mr. & Mrs. Robert J. Polizzotto
Mr. & Mrs. Patrick J. Coletta
Mr. & Mrs. George J. Franks, Jr.
Port Royal Club Members
Mrs. Nancy Powell
Mary Lou Condee Trust
Mr. & Mrs. Lawrence J. Futchik
Mrs. Lydia Galton
Mr. & Mrs. David B. Rayburn
Mr. & Mrs. Robert Gerrity
Mr. & Mrs. Donald Redlinger
Mr. & Mrs. Thomas D. Gleason
Ms. Karen Rothe
Mr. F. H. Gohl
Rush Foundation, Inc.
Ms. Gayle Gordon Nering
Memorial Gifts were received
for the following:
Mr. John P. Debbink
Sapiente Family Foundation
Mr. & Mrs. George Gordon
Ms. Elaine R. Schimmenti
Barry Hastings
James M. Den Herder Trust
Mr. & Mrs. Arthur F. Grant
Mr. Thomas G. Schneider
Mrs. Joanne L. Halstead
Richard M. & Maureen G. Schulze
Donor Advised Fund of the
Community Foundation of Collier County
Mr. & Mrs. Don R. Hays
Mr. & Mrs. Thomas R. Hodgson
Mr. & Mrs. David R. Hubers
The Immokalee Foundation
Mr. David Ingall
Ms. Judy Irish
Island Country Club Charitable Fund
J & B Beal Investments, LLC
Brad Scribner Donor Advised Fund
of the Berks County Community Foundation
Mr. & Mrs. William E. Shaver
Sheffield Gift Fund of the Fidelity Charitable
Gift Fund
Michael & Barbara Sill Family Fund
of the Community Foundation of
Collier County
J. Aron Charitable Foundation, Inc.
Mr. & Mrs. Michael E. Autera
Mr. & Mrs. James D. Jessee
Ms. Aimee B. Snyder
Mr. & Mrs. William W. Bain, Jr.
Mr. & Mrs. F. Craig Jilk
Mr. & Mrs. John M. Stafford
Mr. & Mrs. B. Scott Ball
John F. & Virginia K. Johnson Family Fund
of the Ayco Charitable Foundation
Mr. Stanley Star
Ms. Barbara L. Jordon
Ms. Beverly A. Smith
Mrs. Sumiko Brinsfield
Ms. Roberta L. Clure
Honorary Gifts were received
for the following:
William L. Byrnes
FUNDS WITH COMBINED
GIFTS OF $50,000 - $99,999
The League Club Endowment Fund
To strengthen communities through
fellowship, education, volunteerism
and philanthropy
Mrs. Pamela Becker
Mr. & Mrs. Charles Emerson
Mr. & Mrs. Michael R. Isermann
The League Club
Mr. & Mrs. Graham C. Lount
Ms. Anne D. Thomas
Paul F. & Edith B. Cooper Fund of the
Community Foundation of Collier County
Mr. W. David Dance
Mr. & Mrs. Douglas Danforth, Sr.
Debbink Family Foundation, Inc.
Mrs. Marjorie W. Drackett
Capt. & Mrs. Peter B. Easton
Ms. Norma L. Enghauser
Mrs. Marjorie M. Evans
Wirt Farley Trust
Mr. & Mrs. William M. Flatley
B. C. Fox Intervivos Trust
Anne M. Gebbie Trust
Ms. Cynthia Gumpert
Ms. Mary Louise Harvey
Mr. & Mrs. R. James Harvey
Mrs. Margaret S. Hooker
Mr. Richard A. Hunter
Mrs. Sara Iredell
Bill & Linda Stavropoulos Family Foundation
FUNDS WITH COMBINED
GIFTS OF $25,000 - $49,999
Glenview Employee
Scholarship Fund
Mrs. Catherine S. Kiddoo
To provide scholarships for
Glenview employees
Robert & Barbara Levine Charitable Fund
of the Vanguard Charitable Endowment
Mrs. Elizabeth F. Applebee
Mr. & Mrs. Fred H. Lippucci, Jr.
Mr. & Mrs. Richard A. Bearse
Ms. Byrd M. Kelly
Mr. & Mrs. Ned W. Bechthold
Mr. & Mrs. Quentin J. Kennedy
J. Richard & R. Marie Stonesifer Fund
of the Vanguard Charitable
Endowment Fund
The Bindley Foundation
Ms. Donna M. Kletjian
Penelope Ann Taylor Campaign Account
Ms. Lois A. Bolin
Mr. & Mrs. John W. Koffel
Mr. & Mrs. Wesley M. Thompson
Book Manufacturers’ Institute, Inc.
Mr. & Mrs. John H. Kolmer, Jr.
Ms. Roselyn S. Travis
Ms. Rosemary Trigony
52 | www.cfcollier.org
Mr. & Mrs. Robert A. Wright
Honorary Gifts were received
for the following:
The Diane & Robert Jenkins Family
Foundation, Inc.
Battenberg Foundation
of the Fidelity Charitable Gift Fund
Toby S. Wilt Family Foundation
Ms. Carolann Nemec
Mrs. Linda S. Penniman
GIFTS &
grantS
Ms. Emily Watt
Burkley F. McCarthy IRA
To provide quality education to
disadvantaged children
Children’s Museum of Naples
Douglas B. & Patricia S. Carpenter
Living Trusts
Christ Child Society of Naples
Wollman, Gehrke & Solomon, PA
Ms. Susan T. Adler
Campbell Foundation
Charity for Change, LLC School
Giver Program
Van Zandt Williams, Jr. Revocable Trust
The Foundation would like to recognize
the following fundholders for contributing
to their funds at the Foundation.
C. E. Brehm Foundation
Richard P. Rechter Default Charitable
Lead Annuity Trust
Jane R. Williams Trust
Gifts to Funds
Ms. Ann A. Brennan
Ms. Valerie A. Trotman
Mr. & Mrs. J. Dale Jackson
Mr. & Mrs. Taras Kiceniuk
Mr. & Mrs. Sam S. Leotta
Mr. & Mrs. Richard J. Baker
The Berry Family Foundation
THE POWER OF PHILANTHROPY | 53
GIFTS &
grantS
Mr. & Mrs. John D. Ware
Mr. & Mrs. Harry T. Rose
Mrs. Jane D. Wentling
Mr. Neal P. Rose
John F. & Laura M. Whitcomb Fund of the Community Foundation of Collier County
Dr. & Mrs. John S. Saia
To support the Youth Leadership
Collier Program
Mr. & Mrs. William M. Yaple
The Schell Trust
Mr. & Mrs. M. A. Ackerman
Mr. William Scott
Anonymous Donor
Dr. & Mrs. Laurence A. Sibrack
Ms. Judy P. Aguilar-Woertz
Mr. & Mrs. Bruce Soderholm
Mr. & Mrs. Brandon L. Bevil
Mr. & Mrs. Irwin Teich
Mr. & Mrs. Terry C. Bibleheimer
Mr. & Mrs. Henry J. Thiele, III
Mr. & Mrs. Timothy G. Bosse
Mr. Ronald A. Waters
Coastal Engineering Consultants, Inc.
Wessel Family Foundation
Mitch Collier Insurance Agency, Inc.
Mr. & Mrs. R. Lynn Wilson
Mr. & Mrs. Greg Collins
Mr. Patrick Zenner
Mr. & Mrs. Joel M. Cox
Memorial Gifts were received
for the following:
Shirley Brinsfield
David Dance
Katherine O. Dupee
John Hakes
Marilyn Harvey
Pat Mullen
Martha Niepold
Marilyn Zinn
Honorary Gifts were received
for the following:
Mr. & Mrs. Lloyd Tarbutton
Mediterra Employee
Scholarship Program Fund
Gifts to Funds
To provide scholarships for Mediterra
Club employees
Mr. & Mrs. David A. Arledge
Mr. & Mrs. Charles A. Lister
(includes matching gift from the
Schneider Electric/Square D Foundation)
Col. & Mrs. Robert J. Lynch
Ms. Anita I. McCloskey
Dr. & Mrs. Robert J. Meli
Ms. Jean M. Moakley
Mr. & Mrs. Donald M. Moorhead
Mr. James F. Morrison
Mrs. Myra W. Morrison
Mr. & Mrs. M. E. Nevins
Linda Novak Memorial Fund
Mr. & Mrs. William J. Patterson
Cheryl H. Peters Trust
Mr. F. G. Pruitt, Jr.
Virginia C. Quirk Trust
Ms. Claire Scifres
Mr. & Mrs. Robert E. Scifres
Charles H. & Beverly E. Shaw Foundation
SKRAM Foundation of the
Fidelity Charitable Gift Fund
Mr. & Mrs. Carl G. Smith
Mrs. Elsie Snyder
Mr. & Mrs. William H. Stevens
Dr. Steele F. Stewart, Jr. & Rev.
Nancy Stewart
Mrs. Katherine F. Strong
Dr. Joseph F. Sullivan
Suncoast West Foundation
Mr. & Mrs. Earl A. Sween
Mildred L. Tappan Trust
Mr. & Mrs. Greg Tarbutton
Mr. & Mrs. Lloyd Tarbutton
Mr. & Mrs. Tom Trumble
54 | www.cfcollier.org
Christensen Family Foundation
MacNiven Family Fund
Drs. Dery & Eads, P.A. Optometrists
FUNDS WITH COMBINED
GIFTS OF $10,000 - $24,999
Mr. & Mrs. Craig K. Duncan
Ms. Donna L. Evans
Kenneth L. Evans Revocable Trust
Michael Grech & Pete Villani
Memorial Fund
Ms. Lucy Flinn
Ms. Pamela A. Glaeser
Fresh Start for Abused Women
Grant Fund
To provide funds to women and their
children to enable them to make a “fresh
start” in a new life free from abuse
Mr. & Mrs. Donald H. Baldwin
Mr. & Mrs. Robert E. Bortz
The Clements Foundation, Inc.
Collier County Alumnae
of Kappa Kappa Gamma
Mr. Joseph N. Daley
Mrs. Katheryne M. Erickson
Mr. Raymond E. Fink, Sr.
Dr. Michael Finkel & Ms. Dina Sewell
Mr. & Mrs. William M. Flatley
Mrs. Virginia Fleming
Mr. & Mrs. William J. Frey
Dorothy B. Haines Trust
Mr. & Mrs. Hal T. Hansen
Ms. Virginia H. Harlow
to provide support for children who suffer
from cancer, heart conditions, abuse and
other issues that affect their well being
Mr. Alfred Griffin
Cancer Alliance of Naples, Inc.
Ms. C. J. Hueston
Fancy Pants Golf Tournament proceeds
Joseph J. McClellan Insurance Agency, Inc.
The T. F. Trust
Karen Wolfe State Farm Insurance
Mr. Richard Irons & Ms. Barbara McLauchlan
Mr. & Mrs. James M. Keelor
Mrs. Jane G. Laird
Mr. & Mrs. Kirk J. Kvetko
Mr. & Mrs. Douglas E. Lange
Mr. & Mrs. Brian F. Hill
Mr. & Mrs. Michael Horn
Mr. & Mrs. James M. Hobin, Jr.
Mrs. Sarah Jane Humphrey
Mrs. Joy Iannotta
Mr. Frank Ibarra
Mr. & Mrs. Jon M. Conahan
Michael J. Szwed Legacy Fund
Ms. June L. Cook Lapidus
To provide a scholarship to a St. John
Neumann’s student who maintains a 2.5
GPA and is active in a sport & shows the
proper sportsmanship
Mr. & Mrs. Michael J. Lancellot
Mr. & Mrs. William Lynn
Mr. Bruce Langford
Elaine R. Maki Living Trust
Mr. & Mrs. Dallas Mabry
Ms. Teresa A. McAllister
1 Stop Continuing Education, Inc.
Mr. Ralph B. MacNiven, Jr.
Mr. & Mrs. Mark R. McDonough
Acadian Builders of Naples, Inc.
Rich Mathews Insurance Agency, LLC
Mr. Carleton W. Moore
Ms. Marcelle Aizenshtat
Mr. M. Lee McComb
Ms. Nancy Moore
Bayonne Physical Therapy, Inc.
Mid Day Optimist Club, Inc.
Mr. & Mrs. Burr J. Mosher, Jr.
Bentley Electric Co. of Naples, Inc.
Mr. & Mrs. David A. Norton
Mr. & Mrs. Stephen R. Myers
Mr. Jon Bigel & Ms. Marcy Aizenshtat
Ms. C. Olson
Naples United Church of Christ
Mr. Nicholas C. Bobzien
Mr. Clifford Olson
Ms. Jeanne Pare
Mr. Joseph L. Carney
Mr. Roger L. Parsons
Mary Ellen W. Peter Living Trust
Code Blue Technology
Mr. James A. Pilon
Mary E. Dooner Foundation, Inc.
Mr. & Mrs. James B. Rausch
Downing-Frye Realty, Inc.
Mr. & Mrs. Leonard A. Rose
James D. & Bess S. Polis Foundation Fund
of the Community Foundation
of Collier County
Mr. & Mrs. William C. Knapp, II
Mr. & Mrs. M. Kevin Dugan
Mr. & Mrs. Scott Salley
James F. & Lynn E. Knupp Charitable Fund
of the Vanguard Charitable Endowment
Florin Roebig, PA
Mr. James N. Smith
Mr. & Mrs. John D. Fumagalli
Mr. Ronald A. Smith
Marvin Lender Family Foundation, Inc.
Mr. & Mrs. Robert J. Henninger, Jr.
Mr. & Mrs. Andrew D. Snoke
Mr. & Mrs. James C. Lintzenich
Mr. & Mrs. Peter S. Hetrick
Southwest Florida Employers Assoc., LLC
Marcom
State Farm Insurance Companies
Mr. & Mrs. Michael D. Miller
Alan L. Storm & Daryl Storm
Northern Trust Bank
Treiser Collins, PL
Orion Home Inspections, Inc.
Mr. & Mrs. Larry W. Walker
Poyant Consulting Group, Inc.
Ms. Deborah M. Warren
PrimeGroup Insurance Services, Inc.
Mr. & Mrs. Stephen E. Williams
Mr. & Mrs. J. Leo Montgomery
Ross Title & Escrow, Inc.
Wynn Properties, Inc.
Mr. Michael H. Mooney
Scott Aerator Co., LLC
Ms. Mary Lynn Myers
St. Ann Parish
Mr. Stuart J. Nord
Michael J. Szwed Golf Classic proceeds
Mr. & Mrs. John N. Poole
Timothy M. Talbott DDS, MS, PA
Mr. Lance R. Primis
Mr. & Mrs. C. Todd Vedder
Scott & Rebecca Curvey Gift Fund
of the Fidelity Charitable Gift Fund
Mr. & Mrs. Wolfgang Diehl
Dill Charitable Fund of the American Endowment Foundation
Mr. Raymond Fino
Mr. Martin L. Gmeiner
Mr. Mark S. Graham
Mr. Paul Greenberg
Ms. Catherine Gronlund
Ms. Margo L. Gustafson
Mr. & Mrs. Douglas A. Hacker
Mr. & Mrs. Timothy J. Haller
Mr. & Mrs. Alex Khowaylo
Lumina Foundation for Education, Inc.
Mr. Donald J. Mann
Mr. & Mrs. James R. Markiewicz
Mr. Robert J. McGrail
Mr. & Mrs. Dale L. Medford
Mr. & Mrs. Frederick J. Mifflin
Memorial Gifts were received
for the following:
Donna MacNiven
GIFTS &
grantS
Presbyterian Women of the
Moorings Presbyterian Church
Mrs. Ruth P. Rambo
Mr. & Mrs. Hubert J. Saunders
Mrs. Jean Schaffer
Mr. Charles W. Schellenger
Ms. Linda T. Sims
Joan K. Slocum Foundation
Edmund H. Sorenson Trust
Mr. & Mrs. Charles K. Szabo
Mildred L. Tappan Trust
Ms. Frankie Anne Tester
Mr. & Mrs. John Varsames
Mr. & Mrs. W. Russell Welsh
Memorial Gifts were received
for the following:
Beth Moore
Grants Awarded
The Community Foundation’s
Grant Program
The Community Foundation of Collier
County granted a total of $5,719,879
during the period of July 1, 2011
through June 30, 2012. The following
grant programs were awarded $405,058
during the period July 1, 2011 through
June 30, 2012.
Capacity Building Grants
Capacity Building grants are awarded
once a year to assist agencies with
actions that improve their effectiveness
and enhance a nonprofit’s ability to
accomplish its mission.
Amigos en Cristo, Inc. d.b.a. Amigos Center
Bayshore Cultural and Performing Arts Center, Inc.
Charity for Change, LLC
Collier County Junior Deputies League, Inc.
Dental Outreach of Collier, Inc.
Foundation for the Developmentally Disabled
Fun Time Early Childhood Academy, Inc.
Grace Place for Children and Families, Inc.
Guadalupe Center, Inc.
Habitat for Humanity of Collier County
Harry Chapin Food Bank
Healthcare Network of Southwest Florida Foundation, Inc.
Healthy Start Coalition of SW FL
Immokalee Housing & Family Services
Mr. Randy T. Quinn
THE POWER OF PHILANTHROPY | 55
Classic Chamber Concerts, Inc.
Coalition of Immokalee Workers aka CIW
GIFTS &
grantS
Naples Orchid Society, Inc.
Collier County Hunger and
Homeless Coalition
Naples Pathways Coalition
Naples St. Patrick Foundation, Inc.
Community School of Naples
Naples Woman’s Club
Able Academy, Inc.
Bach Ensemble
David Lawrence Foundation Mental
Health, Inc.
Naples Zoo
Abuse Counseling and Treatment, Inc.
Ball State University Foundation
Dental Outreach of Collier, Inc.
Neighborhood Health Clinic
The Adirondack Council
Baltimore Woods Nature Center
Dr. Piper Center for Social Services, Inc.
Parkinson’s Association of Southwest
Florida, Inc.
Adopt-A-Native-Elder
Benedictine Academy
Eden Autism Services Florida
Pink Ribbon Restorative Yoga, Inc.
AdoptaPlatoon
Bikes for Tykes, Inc.
Education Foundation of Collier County
Planned Parenthood of Collier County
Adoption Community of New England, Inc.
Bloomington Hospital Foundation, Inc.
For the Love of Cats, Inc.
Royal Palm Academy
Aircraft Carrier Hornet Foundation
Boomer Esiason Foundation
Freedom Waters Foundation, Inc.
Senior Friendship Centers, Inc.
Alliance for Global Justice
Borodino Methodist Church
Friends of Fakahatchee, Inc.
St. Matthew’s House
Alliance to Protect Nantucket Sound, Inc.
Bosom Buddies Breast Cancer Support Group, Inc.
Friends of Foster Children of
Southwest Florida
St. Vincent de Paul Society, Inc.
Alzheimer’s Association - National Office
Friends of Rookery Bay
Alzheimer’s Association - FL Gulf
Coast Chapter
Boston University
Sunlight of Collier County, Inc.
Boy Scouts of America National Council
TheatreZone, Inc.
Alzheimer’s Support Network
Boy Scouts of America
United Arts Council of Collier County, Inc.
American and Foreign Christian Union, Inc.
Boys & Girls Club of Clinton County
Volunteer Collier, Inc.
American Bible Society
Boys & Girls Club of Collier County
Youth Haven
American Bird Conservancy
Brady Urological Institute
American Breast Cancer Foundation
Breast Cancer Research Foundation
American Cancer Society
Brian Bex Report, Inc.
American Diabetes Association
Bright Futures Foundation
American Health Assistance Foundation- Macular Degeneration Resort
Bright Spot Therapy Dogs, Inc.
Girl Scouts of Gulfcoast Florida
Grace Place for Children and Families, Inc.
Legal Aid Service of Collier County
Naples Botanical Garden, Inc.
Naples Garden Club, Inc.
Naples Lions Club Foundation
Naples Zoo
Parkinson’s Association of Southwest
Florida, Inc.
Greater Marco Family YMCA, Inc.
Guadalupe Center, Inc.
Direct Charitable Activities
Haitian Coalition of Collier County, Inc.
Grants that support the Community
Foundation’s Direct Charitable activities
for donors and nonprofits. These
grants enable the Foundation to take
a leadership role in recognizing and
mobilizing the community to action when
a pressing community need is identified.
Healthcare Network of Southwest Florida Foundation, Inc.
Healthy Start Coalition of SW FL
Hodges University
Holocaust Museum of Southwest Florida, Inc.
Planned Parenthood of Collier County
Housing Development Corporation of
SW Florida
The Conservancy of Southwest Florida, Inc.
Humane Society of Collier County
Immokalee Foundation
Professional Development Grants
Immokalee Housing & Family Services
Professional Development grants
are awarded throughout the year to
provide agencies with essential training,
the ability to hire a consultant, and
resources to purchase equipment that
will strengthen their internal structure
and enhance their ability to do business
in Collier County.
Immokalee Multicultural Multipurpose Community Action Agency, Inc.
Amigos en Cristo, Inc. d.b.a. Amigos Center
ArtsNaples World Festival, Inc.
Interfaith Action of Southwest Florida
Jewish Family & Community Services of Southwest Florida
Center for Nonprofit Excellence
Consultations, leadership training,
management programs, and custom retreats
for nonprofits serving Collier County
American Heart Association
Bucknell University
American Heart Association Tampa St. Petersburg
Cairo Public Library
American Indian College Fund
American Institute for Cancer Research
American Jewish Committee
Collier 211
American National Red Cross
To fund Collier 211, an information and
referral service
American Red Cross
Community Resources Program
Amigos en Cristo, Inc. d.b.a. Amigos Center
Americares Foundation, Inc.
Andrea J. Will Memorial Foundation
Literacy Volunteers of Collier County
Make a Wish Foundation of South
Florida, Inc.
Donor Resources Program
Association for the Preservation of Cape Cod
Educational programs, research and resources
for donors and community funders that
support nonprofit organizations in
Collier County
Auburn Memorial Hospital
Avow Hospice, Inc.
Bach Ensemble
Montessori Academy of Naples, Inc.
Bayshore Cultural and Performing Arts Center, Inc.
Naples Art Association, Inc., von Liebig
Art Center
Care Club of Collier County
Naples Botanical Garden, Inc.
Charity for Change, LLC
Naples Equestrian Challenge, Inc.
Children’s Advocacy Center of
Collier County
Naples Garden Club, Inc.
Naples Historical Society
Brody Project for Animal Assisted
Therapy, Inc.
American Heart Association National Bequest Center
Online resource directory and nonprofit
management services for 160 Collier County
nonprofit organizations
League of Women Voters of Collier County Education Fund
Mental Health Association of
Southwest Florida
56 | www.cfcollier.org
Grants totaling $5,719,879 were issued during the period of July 1, 2011 June 30, 2012. Fundholders awarded $5,314,821 to the following
organizations to support their charitable activities.
Collier County Audubon Society
Fun Time Early Childhood Academy, Inc.
Grants Awarded
Naples Orchestra & Chorus dba I Musici
Di Napoli
Anti Defamation League Foundation
Arthritis Research Institute of America
ArtsNaples World Festival, Inc.
Auburn YMCA-WEIU
Burr & Burton Academy
Cal Ripken Sr. Foundation, Inc.
GIFTS &
grantS
Grants Awarded
Cheetah Conservation Fund
Children’s Advocacy Center of
Collier County
Children’s Home Society of FL
Children’s Museum of Naples
Choate Rosemary Hall Foundation, Inc.
Christian Appalachian Project, Inc.
Camp Dudley YMCA, Inc.
Christian Brothers of Bonita Springs Los Hermanos, Inc.
Cancer Alliance of Naples, Inc.
Cincinnati Art Museum
Cape Cod Commercial Hook
Fishermen’s Association, Inc.
Cincinnati Zoo Foundation, Inc.
Care Club of Collier County
Citizens Scholarship Foundation
Chatham Chapter
Cathedral Church of St. John the Divine
City of Naples
Cathedral of St. Patrick
Civil War Preservation Trust
Catholic Charities of Collier County
Catholic Inner City Schools Education Fund
Coalition of Florida Farmworker Organizations (COFFO)
Catholic Relief Services
Colby College
Catholics Come Home, Inc.
Colgate University
CATO Institute
Collier 211 Fund of the Community Foundation of Collier County
Cayuga County Community
College Foundation
Audubon of Florida/Corkscrew
Swamp Sanctuary
Celebration Community Church
Women’s Philanthropic Network
Auroville International USA
Research and data collection on the needs of
at-risk women and girls in Collier County
Avow Hospice, Inc.
Central Vermont Community Action Council, Inc.
B’nai B’rith International
Chameleon Theatre Circle
Babson College
Charity for Change, LLC
Baby Basics of Collier County, Inc.
Chatham Conservation Foundation, Inc.
Center for Family Connections, Inc.
Collier Building Industry Association Foundation, Inc.
Collier County Audubon Society
Collier County Children’s Advocacy Council, Inc.
Collier County Hunger and
Homeless Coalition
Collier County Junior Deputies League, Inc.
Collier County Lacrosse Association, Inc.
THE POWER OF PHILANTHROPY | 57
GIFTS &
grantS
Disabled American Veterans Charitable Service Trust
The Fort Wayne Rescue Mission
Ministries, Inc.
Heritage Foundation
Jones County Historical Society
District 742 Local Education &
Activities Foundation
Foundation for Cultural Review, Inc.
Heritage Institute
Junior Achievement of SW Florida
The Hill School
Kenan-Flager Business School Foundation
Doctors Without Borders USA, Inc.
Foundation for Seminole County Public Schools, Inc.
Hillsdale College
Kenilworth Church
Historical Society of Western Pennsylvania
Hodges University
Kids Against Hunger of Southwest
Florida, Inc.
Holocaust Museum of Southwest
Florida, Inc.
Kneads a Fresh Vision for Special Education
Laces of Love Charitable Foundation, Inc.
Hood College of Frederick Maryland
Lambi Fund of Haiti
Hope College
Landgrove Historical Society, Inc.
Hope for Haiti
Lasell College
Hope for Life
Law Enforcement Legal Defense Fund
Dorset Theatre Festival/American
Theater Works, Inc.
Dorset Village Public Library
Association, Inc.
Down Syndrome Association of
Greater Cincinnati
Foundation for Historic Christ Church, Inc.
Foundation for the
Developmentally Disabled
Free Wheelchair Mission
Freedom Waters Foundation, Inc.
Drug Free Collier
Fresh Start for Abused Women Grant
Fund of the Community Foundation of Collier County
Dublin School, Inc.
Friends of Gummi, Inc.
Hope Lutheran Church
Leadership Collier Foundation, Inc.
Earthjustice
Friends of Rookery Bay
Hopkins Nanjing Program Center
The League Club, Inc.
East Naples Baptist Church
Friends of the Library of Collier County, Inc.
Hospice of Cincinnati, Inc.
Lee Memorial Health System Foundation
Eden Autism Services Florida
Greater Immokalee Southside Front Porch Community, Inc.
Hospice of the Fisher House
Legal Aid Service of Collier County
Fun Time Early Childhood Academy, Inc.
Humane Society of Collier County
Lely Presbyterian Church
I HOPE
Lensic Performing Arts Center Corporation
Immokalee Child Care Center
Liberty Youth Ranch
Gene Doyle Memorial Foundation, Inc.
Immokalee Emergency Services Collaboration Fund
Literacy Volunteers of Collier County
George School
Immokalee Foundation
Literacy Volunteers of America - Metropolitan Atlanta, Inc.
Engineering Ministries International, Inc.
Georgetown University Law Center
Immokalee Friendship House
Loomis Village, Inc.
Collier County Public Schools-Laws of
Life Contest
Environmental Film Festival in the
Nations Capital
Georgetown University
Immokalee Housing & Family Services
Lorenzo Walker Institute of Technology
Gift of Life International, Inc.
Collier Senior Resources
Episcopal Church of the Redeemer
Make a Wish Foundation of South
Florida, Inc.
Columbia University
Eric Carle Museum of Picture Book Art, Inc.
Glenview Employees Scholarship Fund of the Community Foundation of Collier County
Immokalee Multicultural Multipurpose Community Action Agency, Inc.
March of Dimes Foundation
The Columbus Foundation
ESF College Foundation, Inc.
Commentary, Inc.
Global Fund for Women, Inc.
Community Involved in
Sustaining Agriculture
The Evan B. Donaldson Adoption
Institute, Inc.
Immokalee Emergency Services Collaboration Fund of the Community Foundation of Collier County
The Everglades Foundation, Inc.
Grand Square, Inc.
Community Pregnancy Clinic
Excelsior College
Community School of Naples
Falcon Foundation
Grant Foundation dba Hopital
Albert Schweitzer
Competitive Enterprise Institute
Family Promise of Berks County, Inc.
Conduit Road Fire Board, Inc.
Feminist Majority Foundation
The Conservancy of Southwest Florida, Inc.
Finger Lakes Land Trust
Conservation Council for Hawaii
First Book
The Convent and Academy of the Visitation
The First Parish in Cambridge
Cortland College Foundation, Inc.
The First Presbyterian Church of Skaneateles, NY
Gulf Coast Runners Club, Inc.
Flagler College
Habitat for Humanity of Lee & Hendry Counties, Inc.
Dr. Piper Center for Social Services, Inc.
Edison State College
Edison State College, Collier Campus
Edison State College Foundation, Inc.
Education Foundation of Collier County
Grants Awarded
Council for Native Hawaiian Advancement
Covenant House Florida, Inc.
Crayons to Computers, Inc.
Crohn’s & Colitis Foundation of
America, Inc.
Eldredge Public Library
Emma Willard School
Floor Covering Industry Foundation
Florida Christian College
Florida Engineering Foundation, Inc.
The Fund for American Studies
The Garden of Hope & Courage
Glenwood School for Boys and Girls
Grace Place for Children and Families, Inc.
Great Lakes Christian College
Greater Naples Little League
Greenwood House Foundation, Inc.
Guadalupe Center, Inc.
Guadalupe Social Services
Habitat for Humanity of Collier County
Hanover College
Immokalee Nonprofit Network Fund of the Community Foundation of Collier County
Marin County Open Space District Division
Marine Toys for Tots Foundation
MarineParents.com, Inc.
Indiana Down Syndrome Foundation
Marquette University High School
Indiana University Foundation
Massachusetts Audubon Society, Inc.
Institute for Humane Studies
Massachusetts Institute of Technology
Institute on Religion and Public Life
Masters School
Intercollegiate Studies Institute, Inc.
Maui Adult Day Care Center for Senior Citizens & Disabled, Inc.
International Fellowship of
Christians & Jews
International Lutheran Layman’s League
Invisible Theatre
Iraq & Afghanistan Veterans of America Foundation, Inc.
ITT Technical Institute
Mayo Foundation for Medical Education
& Research
GIFTS &
grantS
Grants Awarded
Miracles in Action
Montgomery County Stroke Association, Inc.
Moorings Park Foundation, Inc.
Movember, Inc.
MS Home-Southwest Florida, Inc.
Muscular Dystrophy Association
Nantucket Boys & Girls Club
Nantucket Conservation Foundation
Nantucket Cottage Hospital
Naples Alliance for Children
Naples Art Association, Inc., von Liebig
Art Center
Naples Backyard History, Inc.
Naples Botanical Garden, Inc.
Meals on Wheels of Bonita Springs
Florida, Inc.
Naples Children and Education Foundation
Media Research Center, Inc.
Naples Council on World Affairs
Memorial Sloan-Kettering Cancer Center
Naples High School
Mennonite Disaster Service
Naples Orchid Society, Inc.
Mercy Corps
Naples Players, Inc.
Naples Christian Church
Harry Chapin Food Bank
Jewish Big Brother-Sister Association
of Boston
Jewish Chautauqua Society
Mercy Home for Boys and Girls
Naples United Church of Christ
Dana Hall School
Florida Gulf Coast University
Harvard University
Trustees of Dartmouth College
Harvest Community Church
Jewish Community Center of Houston
David Lawrence Foundation Mental
Health, Inc.
Florida Gulf Coast University
Foundation, Inc.
Metropolitan Museum of Art
Haynes House of Hope
Miami Children’s Hospital Foundation
Naples Yacht Club Blue Gavel Scholarship Fund, Inc.
Florida International University
Middlebury College
Naples Zoo
Deerfield Academy
Florida Repertory Company, Inc.
Healthcare Network of Southwest Florida Foundation, Inc.
Jewish Family & Community Services of Southwest Florida
Jewish Federation of Collier County
Milwaukee Community Sailing Center
Naral Pro-Choice America Foundation
Delta Tau Delta Educational
Foundation, Inc.
Florida Sheriffs Association
Healthy Start Coalition of SW FL
Jewish World Watch
Minnesota Medical Foundation
National Academy of Sports Medicine
Heartland Alliance for Human Needs & Human Rights
Joe Foss Institute, Inc.
Minnesota Organization on Fetal
Alcohol Syndrome
National Audubon Society
John Burroughs School
John McMillan Presbyterian Church
Miracle Limbs-Courage In Motion Fund
Dental Outreach of Collier, Inc.
Florida State University
Food Bank of Central New York
Food for the Poor, Inc.
58 | www.cfcollier.org
Help The Least of These, Inc.
National Children’s Cancer Society, Inc.
THE POWER OF PHIL ANTHROPY | 59
The Rotary Club of Naples
Charitable Foundation
St. John’s Episcopal Church
University of South Florida, Orlando
The Rotary Club of Naples Bay
Foundation Corp.
St. Jude Children’s Research Hospital
University of Tampa
St. Louis Psychoanalytic Institute
University School of Nashville
St. Mary’s Roman Catholic Church
Unwanted NYC Pets, Inc.
St. Matthew’s House
Upward Bound of Unity, Inc.
Rotary Gift of Life Florida, Inc.
St. Paul Academy and Summit School
Vassar College
Royal Oak Foundation, Inc.
St. Vincent de Paul Society, Inc.
Vermont Catholic Charities, Inc.
Old Deerfield Productions, Inc.
Rutland Area Visiting Nurse
Association, Inc.
St. Vincent Hospital Foundation
Vermont ETV, Inc.
Omni Montessori School
St. Williams Catholic Church
Vermont Food Bank
Rutland City Rescue Mission, Inc.
Onondaga Community College
Foundation, Inc.
Sun Valley Summer Symphony, Inc.
Vermont Public Radio
Rutland Health Foundation, Inc.
Sunlight of Collier County, Inc.
Vermonters for a Clean Environment, Inc.
Saint Joseph Social Service Center
Sunrise Community of Collier County, Inc.
Vets4Vets
Salt of the Earth
Susan Odell Taylor School for Children
Vienna Presbyterian Church
Salvation Army National Corp. Headquarters
SW Florida Children’s Charities, Inc.
Villa Duchesne and Oak Hill School
Samaritan Outreach Services
Vistamar School
Sankaty Head Foundation, Inc.
Szwed Legacy Fund of the Community Foundation of Collier County
Santa Fe Opera
Tax Foundation
Temple Congregation Ohabai Sholom
Washington National Cathedral
Santa Fe YMCA
Sarah Lawrence College
Temple Shalom
Sconset Trust, Inc.
Theta Delta Chi Educational Foundation, Inc.
Wesley Theological Seminary of the
Methodist Church
Seaweb
Tides Center
West Pawlet Volunteer Fire Department, Inc.
Second Harvest Heartland
Tilton Library
WGBH Educational Foundation
Seed Foundation, Inc.
Timken Museum of Art
WGCU Public Media
Seeing Eye, Inc.
Traverse Symphony Orchestra
WGCU-TV
Shakespeare in Paradise, Inc.
Tree of Life Church
Wheelchair Foundation
Sharing and Caring Hands, Inc.
Trine University
Whitaker Center for Science and the Arts
Shelter for Abused Women
Trinity-by-the-Cove Episcopal Church
Whitehorse High School
Shriners Hospitals for Children
Tripp Memorial Foundation, Inc.
Williams College
Shy Wolf Sanctuary, Education and Experience Center, Inc.
Truman State University
WMHT Educational
Telecommunications, Inc.
Sightline Institute
Turning Point, Inc.
Sisters of the Humility of Mary
Tuscon Kitchen Musician’s Association
Skaneateles Recreational Charitable Trust
Twin Cities Habitat for Humanity
Smile Train, Inc.
TWLOHA, Inc.
Smokey House Center
United States Fund for UNICEF
Society of St. Vincent de Paul
Union for Reform Judaism
South Londonderry Library Association
United Arts Council of Collier County, Inc.
Southern New Hampshire University
United Spinal Association, Inc.
Southern Poverty Law Center, Inc.
United States Olympic Committee
Southern Vermont Arts Center
United Way of Collier County
Southwest Florida College
United Way of Lee County, Inc.
Southwest Florida Community Foundation
Unity School of Christianity
Southwestern Vermont Health Care Corp.
University of California at Davis
Special Operations Fund
University of Central Florida
Special Operations Warrior Foundation
University of Colorado Foundation
St. Agnes Catholic Church
University of Florida
St. Ambrose of Woodbury Catholic Church
St. Ann Catholic Church
University of Massachusetts at Amherst Alumni Association, Inc.
Roman Catholic Diocese of Charlotte, NC
St. Frances Cabrini Roman Catholic Church
University of Miami
Ronald McDonald House Charities of
SW FL
St. Francis Academy, Inc.
University of North Florida
St. John Neumann High School
University of Notre Dame
St. John the Evangelist Catholic Church
University of South Dakota Foundation
Northfield Mount Hermon School
Northrise University Initiative
Northshire Civic Center, DBA Riley Rink at Hunter Park
Northwestern University
Nova Southeastern University
GIFTS &
grantS
Ogunquit Playhouse Foundation
Ohana Makamae, Inc.
Opera Naples, Inc.
Orphan Foundation of America
Outward Bound, Inc.
Pace Center for Girls
Park McCullough House Association, Inc.
Parkinson’s Association of Southwest Florida, Inc.
Patriots for Freedom Foundation, Inc.
Pawlet Historical Society
Grants Awarded
Pawlet Public Library
Pawlet Scholarships, Inc.
National Disaster Search Dog
Foundation, Inc.
National Jewish Health
National Multiple Sclerosis Society
National Museum of Commercial Aviation
National Review Institute
National Society of the Colonial Dames
of America
National Veterans Legal Service Program
National Wildlife Federation
Native American Rights Fund
Nature Conservancy Central/Western
New York
Pawlet Volunteer Fire Department, Inc.
Pearl S. Buck International, Inc.
Philharmonic Center For The Arts, Inc.
Planned Parenthood of Collier County
Port Chester Carver Center, Inc.
Portland After School Tennis, Inc.
Prison Fellowship Ministries
Professional Givers Anonymous of Collier County, Inc.
Project Help, Inc.
Project HOPE
Providence House, Inc.
Provincetown Center for Coastal Studies
The Nature Conservancy Florida Chapter
Public Communicators, Inc.
Nature Conservancy Vermont Chapter
Purdue Foundation
Nature Conservancy, Inc.
Queens University of Charlotte
NCH Healthcare Foundation
The Quest Educational Foundation
Neighborhood Health Clinic
Ramapo College of New Jersey
New England College of Optometry
Rasmussen College
The New York Conservatory for
Dramatic Arts
RCMA
Nonviolent Peaceforce
Redhouse Arts Center, Inc.
Norris Fund of the Community Foundation of Collier County
Remnant Trust, Inc.
North Carolina Central
University Foundation
Rhodes College
North Naples United Methodist Church
Northern Trust Silver Anniversary Fund of the Community Foundation of
Collier County
60 | www.cfcollier.org
Rebuilding Together, Inc.
Reynolda House, Inc.
Rockefeller Philanthropy Advisors, Inc.
The Rotary Foundation of
Rotary International
Tumani Fund USA, Inc.
GIFTS &
grantS
Voices For Kids of Southwest Florida, Inc.
Wellesley College
Grants Awarded
Women for Women International
Women’s Philanthropic Network Fund of the Community Foundation of Collier County
Women’s Philanthropic Network Grant Fund of the Community Foundation of
Collier County
Women’s Resource Center of Northern Michigan, Inc.
Woodbury Life Resource Center
The Woods Hole Research Center
Woodstock Historical Foundation, Inc.
World Jewish Congress Foundation
World Vision, Inc.
Wounded Warrior Project, Inc.
Wyndemere Fund of the Community Foundation of Collier County
Yale University
Yampa Valley Land Trust, Inc.
YMCA of Monroe County, Inc.
YMCA of the Palms
Young Life
Youth Haven
THE POWER OF PHILANTHROPY | 61
Fina nci a ls
Fina nci a ls
2012 Summary Financial Statements For the Year Ending June 30, 2012
Statement of Financial Position
Total Assets 20 Years
(in millions)
ASSETS
Receivables & Other
Investments
80 (Including Cash Held for Investments)
Split Interest
70 Agreements
Total Assets
60
$ 3,449,112
$ 57,416,376
$ 2,605,252
$ 63,470,740
$40
$
180,344
$ 3,448,300
$ 59,842,096
$63,470,740
80
70
60
50
70
REVENUES
Contributions (Net) 60
Investment Return 50
Actuarial Adjustments40and Other
30
Total Revenues
$20
$10
$0
20
$60
$ 6,244,122
7.50%$
(617,922)
$ (523, 543)
6.50%
$5,102,657
10
0
$40
6.50%
10
4000000
3000000
5
Large Cap Equities
2000000
11%
1000000 Mid Cap Equities
0
$70
0 3%
8000000
$60
7000000
$50
$40
10
International
6000000
18%
Equities
5000000
14%
4000000
5
3000000
$10
0
Fixed Income
2000000
25%
1000000
8000000
7000000
Asset Allocation
7.50%
The Foundation 6000000
maintains a strategically diversified asset allocation
within the General
Endowment Pool that is designed to optimize
5000000
investment6.50%
risk and returns. By investing in a variety of asset classes that
4000000
react differently to
economic and market cycles, the Endowment Pool is
able to buffer downside
3000000risk and materially participate in rising markets.
5.50%2000000
1000000
62 | www.cfcollier.org
4.50%
0
6.50%
6.28%
5.50%
4.50%
5.29%
$0
-.50%
7000000
3.93%
4%
3.39%
3.50%
2.70%
$4,000,000
2000000
1.63%
1.50%
1.06%
-.50%
-1.50%
Year Return
0
60%
SP 500/
40% Barclays
Aggregate
10 Year SP 500
$7,000,000
1000000
10
$6,000,000
$5,000,000
$4,000,000
$3,000,000
6000000
$2,000,000
5000000
0
0
2009
2010
2011
2012
$1,000,000
-2.50%
FY 2008
FY 2009 FY 2010 FY 2011
FYRevenues
2012
by
$7,000,000
Mission
Focus
Investment Returns
$6,000,000
The Foundation’s General Endowment Pool is invested to produce consistent, limited$5,000,000
volatility, long-term investment returns, to provide sustainable
funding to nonprofits
in perpetuity. The above chart compares the General Endowment
actual returns to a
$4,000,000
broad-based, multi-asset benchmark, although the investments are managed against
$3,000,000
specific, commonly accepted performance benchmarks for each
asset class component.
$2,000,000
$1,000,000
$0
4000000
$0
2008
3000000
2000000
Grants
Agency Funds
4%
18%
872,177
Designated
for Specific
Nonprofits
31%
804,036
670,756
823,849
6000000
5000000
1000000
-2.50%
$0
Revenues by
Split Interest Agreements
Mission Focus
6%
Other
3%
Field of Interest
3%
2000000
Community Impact
Grants and Program Services
5 Years
$1,000,000
-2.50%
3000000
3000000
-1.50%
$5,000,000
$2,000,000
-1.50%
5000000
4000000
2.50%
$6,000,000
Unrestricted
Grantmaking Funds
15%
4000000
-.50%
Revenues by
Mission Focus
$3,000,000
6000000
$30
$20
Current Spending Policy
8.00%
<2.75%>
<1.25%>
4.00%
Expected ROR 0
5.69% 1.50% Inflation
5.45%
CFCC Admin
8000000
Avail. for Grants
$7,000,000
$981,073
$20
$5,719,879
5
20
$872,177
5.50% $30
$5,507,746
1.50%
The Community Foundation
5.50% accomplishes its mission by
Revenues by
35%
offering various vehicles that assist donors in achieving their Mission Focus
charitable goals. Many donors
4.50% utilize Donor Advised Funds
to facilitate their current giving while funds designated for
specific nonprofits and unrestricted
grantmaking create
3.50%
endowed legacies to help our community in perpetuity. Many
Scholarship
2.50%
families utilize split interest
agreements, such as Charitable
6000000
Funds
Remainder Trusts and Charitable Lead Trusts, in order to
3%
achieve both their financial
and philanthropic goals.
5000000
1.50%
$804,036
$ (2,346,699)
$60
$ 62,188,795 $50
6.50%
$59,842,096 $40
2.50%
10
Donor Advised
Funds
Total Assets by Fund Type
7.50% $70
15
7.50%
$0
$5,275,703
20
5000000
Hedge Funds
20%
Total Assets by Fund Type
June 30, 2012 (Total $63,470,740)
$10
$ 5,719,879
981,073
4.50%$
$
748,404
3.50%$7,449,356
-.50%generate charitable dollars
The majority of the Community Foundation’s assets are comprised of investments. These investments
15
$10
4.50%investment
that are distributed to community nonprofits. The assets of the Foundation grow through new contributions and
$0
0
income, insuring increased grantmaking over the long run. 20
-1.50%
10
Community Foundation of Collier
County
3.50%
8000000
Rolling 10 Year General
Endowment Returns
-2.50%
7000000
5
15
(Fiscal
Year)
General Endowment Strategic6000000
Allocation
2.50%
7.50%
Private Equity
8%
$0
$30
5.50%
Financial Statements
15
$10
$20
GRANTS & EXPENSES
10
Grants
0
Program Services
Operating Expenses
Total Grants and Expenses
Change in Net Assets
Net Assets Beginning of Year
Net Assets End of Year
Cash
Commodities 5%
4%
Real Estate
10%
20
$20
Revenues by
Mission Focus
$50
$670,756
0
$30
$4,391,604
10
$40
Total Assets
$823,849
20
1992 1997 2002 2007 2012
$5,485,893
30
$2.94m
$70
Expenditures
40
$14.38m
30
20
50
$36.56m
$30
40
80
Statement of Activities
60
The Foundation’s total assets are the backbone of its impact on our
community. Funds are invested to maximize return while adequately
managing risk. Invested funds generate grants for our community
as well as grow our$70
asset base. Our growing asset base allows the
Foundation to maintain
the purchasing power of its endowment so
$60
that in the future,$50
the impact of our grants is not diminished.
$50
0
70
Total Assets
$60
50
LIABILITIES AND NET ASSETS
40
Grants Payable and Other Accrued Expenses
30
Agency Funds and Other Liabilities
20
Net Assets
10
Total Liabilities
and Net Assets
80
$63.47m
$62.04m
$70
4000000
4,649,156
$7,000,000
6000000
$6,000,000
5000000
$5,000,000
4000000
$4,000,000
Community
Impact
$3,000,000
3000000
872,177
804,036
3000000
2000000
670,756
1000000
823,849
0
The Foundation
benefits our community through its grants and
$2,000,000
2000000
program services.
Grants to nonprofits provide funding which allows
$1,000,000
1000000to carry
organizations
$0 out their community programs. Program Services
such as the Center
for Nonprofit Excellence, Women’s Philanthropic
0
4,649,156
872,177 and Collier 211 bring together funders and nonprofits in
Network
804,036
order
to support our community through education, grantmaking and
community
services.
670,756
823,849
Program Services
1000000
0
4,649,156
THE POWER OF PHILANTHROPY | 63
mission
Professional
Advisors
council
The Professional Advisors Council provides education, resources and experience on
charitable planning to promote strategic philanthropy in Collier County.
Overview: The Community Foundation benefits from many volunteers who serve on the
Professional Advisors Council (PAC). These volunteers provide a wealth of knowledge and
experience that guide all aspects of the organization’s work. The PAC is made up of attorneys,
financial planners, accountants, insurance professionals, and trust officers who share a
commitment to philanthropy and an understanding of the benefits they can provide their clients
through the Community Foundation.
Mr. David J. Ciganek
BankUnited Investment Services
Mr. Paul Dresselhaus
BNY Mellon Wealth Management
Mr. William D. Lange, Chair
Regions Private Wealth Management
Mr. Pat Antonetti
Antonetti Capital Management, LLC
Mr. Gregory T. Barkauskas
SunTrust Investment Services, Inc.
Mr. Christopher P. Bray
Willow Street Advisors, LLC
Mr. Dennis C. Brown
Bond, Schoeneck & King, PLLC
Mr. William M. Burke
Coleman, Yovanovich & Koester, P.A.
Mr. Preston Came
BNY Mellon Wealth Management
Ms. Cynthia Carlson
Akerman Senterfitt
Mr. Kevin Carmichael
Salvatori, Wood & Buckel,
Attorneys at Law
Mr. Joseph L. Charles
Cypress Trust Company
Ms. Kim Ciccarelli Kantor
Ciccarelli Advisory Services, Inc.
64 | www.cfcollier.org
Mr. Curt Edwards
Fifth Third Bank Private Bank
Mr. Laird A. Lile
Laird A. Lile, P.A.,
Attorney and Counsellor at Law
Ms. Jeanette M. Lombardi
Jeanette M. Lombardi, P.A.
Mr. Brian V. McAvoy
Harter, Secrest & Emery, LLP
Mr. Jeffrey R. Erickson
Abbot Downing Private
Wealth Management
Ms. Lisa K. Merritt
JPMorgan Private Bank
Mr. Brad A. Galbraith
Hahn, Loeser & Parks, LLP
Mr. William H. Myers
Porter Wright Morris & Arthur, LLP
Ms. Robin Hamilton
Morgan Stanley Smith Barney
Ms. Gail K. Neuharth
Northern Trust
Mr. Gregory T. Holtz
The Private Client Reserve at US Bank
Mr. Jerry F. Nichols
Northwestern Mutual-Brown &
Brown Benefits
Ms. Linda S. Inman
Iberia Wealth Advisors
Mr. David M. Jones
David M. Jones & Associates, Inc.
Mr. Adam C. Kerlek
Bond, Schoeneck & King, PLLC
Ms. Ellen C. Vanderburg
Key Private Bank
Ms. Gail S. Webster
Huntington Wealth Advisors
Mr. George A. Wilson
Wilson & Johnson, P.A.
Mrs. Jennifer Wisnar
Regions Private Wealth Management
Mr. Ed Wollman
Wollman, Gehrke & Solomon, PA
Mr. Joseph D. Zaks
Roetzel & Andress, LPA
Ms. Shelley Rhoads Perry
Huntington Wealth Advisors
Mr. Bradley G. Rigor
Quarles & Brady, LLP
Ms. Lorna Scharlacken
Harter Secrest & Emery, LLP
Mr. Blake Kirkpatrick
Salvatori, Wood,& Buckel,
Attorneys at Law
Mr. William R. Slepcevich
Slepcevich Financial Group
Mr. Andrew J. Krause
Hahn Loeser & Parks, LLP
Mr. Robert J. Stommel
Porter Wright Morris & Arthur, LLP
Mr. Lester B. Law
US Trust Bank of America,
Private Wealth Management
Ms. Sharon R. Treiser
PNC Wealth Management
Our Mission
The Community Foundation of Collier County provides donors with philanthropic
knowledge and financial stewardship to strengthen our community – forever.
Community Foundation
of Collier County
2400 Tamiami Trail North, Suite 300, Naples, Florida 34103
239.649.5000 | www.cfcollier.org