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