community foundation of collier county annual report fy 2013

2012-2013 ANNUAL REPORT

The Community Foundation of Collier County provides donors with philanthropic knowledge and financial stewardship to strengthen our community—forever.

CONTENTS 1 Letter from the Board of Trustees Chair, Thomas D. McCann

2-3 Board, Committees and Staff

4-5 Jerry F. Nichols - Community Foundation vs. Private Foundation

6-7 Lucie Jenny MacCarthy – Designated Donor Fund

8-9 Huguette Louise Castaneda – Albrecht Legacy Society

10-11 Habitat for Humanity of Collier County – Agency Endowment Fund

12-13 Marc Scialdo – Scholarship Fund

14-15 Judy B. & David M. Jones – Scholarship Fund

16-17 Naples Historical Society – FY 2013 Grant

18-19 Charity for Change – FY 2013 Grant

20-21 Center for Nonprofit Excellence & Hodges University – FY 2013 Grant

22-23 Women’s Initiative Network

24-27 Types of Funds

28-34 2012-2013 Contributors

35 Ways to Give

36-40 2012-2013 Grants

41 2012 -2013 Financials

42 Transfer of Wealth

CORPORATE PARTNERS

43 BMO Private Bank

44 Bond, Schoeneck & King, PLLC

45 Ciccarelli Advisory Services

46 Classical South Florida – 88.7

47 è Bella Magazine

48 Gulfshore Insurance, Inc.

49 Life in Naples Magazine

50 JPMorgan Chase & Co.

51 Naples Daily News

52 Northern Trust

53 The Naples Beach Hotel & Golf Club

54 Wasmer, Schroeder & Company, Inc.

55 Willow Street Advisors, LLC

56 About the Community Foundation

COVER: Quote by Ghandi

16-17

12-13

18-19

1

THE BOARD OF TRUSTEES CHAIRLETTER FROM

Together, we are changing our world—our community.

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

Community Foundation’s board launched a new strategic plan which

will more sharply focus its efforts over the next several years on strategic

grantmaking and providing leadership to help solve problems in identi-

fied areas of community needs.

As we reflect on this past fiscal year we are inspired by change. Not

only has the Community Foundation of Collier County gone through

many changes—growing and evolving—but our community continues

to change as well. We are grateful to be a part of these changes and thankful we can share them

with you.

One major change this past year has been the retention of Eileen Connolly-Keesler as our new

President and CEO. Following a most successful 12 years as CEO of the Oshkosh, Wisconsin

Community Foundation, Eileen joined us on January 1, 2013. Her proven leadership and thorough

knowledge of Community Foundations are exceptional. More importantly, she has continually

demonstrated the ability to understand the needs of the community and to energize people to sup-

port those needs.

We want to thank Mary George, who operated as Acting CEO from May through December of

2012, and Wendy Horton, who operated as Acting CFO from May through September of 2013, as

well as the Community Foundation’s committees and capable staff for sustaining our forward prog-

ress. Without their leadership and support, we could not have accomplished these substantial results

during fiscal year 2013:

• 25 new charitable funds created, bringing our total number of funds to 451

• $6,929,783 million in contributions

• $9,458,218 in grants distributed

Finally, I want to thank you for your continued support of our wonderful organization. The current

Board of CFCC 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.

Thomas D. McCannChair, Board of Trustees

2 Community Foundation of Collier County | cfcollier.org

Not Pictured: John J. Morgan, Jr., EXECUTIVE COMMITTEE

Mana P. Holtz

Brian V. McAvoy

Harold L. Zink

Deborah L. RussellEXECUTIVE COMMITTEE

Patricia A. Jilk

J. Richard Munro

Paul W. Dresselhaus

Kathleen L. Kircher

John F. Sorey, III

Christine R. Flynn

William D. Lange

Mario Valle

Christopher P. BrayIMMEDIATE PAST CHAIR

John D. Fumagalli

Suzanne Lount

Jennifer B. Walker

2012-2013 BOARD OF TRUSTEES

COMMUNITY FOUNDATION

Thomas D. McCannCHAIR

Alan M. HortonCHAIR ELECT

Kim Ciccarelli KantorSECRETARY

Dennis C. BrownTREASURER

Community Foundation of Collier County | cfcollier.org 3

TRUSTEES EMERITIAnn E. BerlamJane BillingsDolly BodickCornelius P. CachoJoe B. CoxAlison K. DouglasJeffrey R. EricksonLinda C. FlewellingMarion T. FortéDonald T. FrankeDorothy A. GerrityJ. Dudley GoodletteKevin C. HaleBrad A. HavemeierThomas E. IngramFrank L. Klapperich, Jr.William Laimbeer, Sr.James B. LancasterL. Bates LeaLinda R. MaloneRamiro ManalichJohn M. PassidomoAlan D. ReynoldsJames T. RideoutteNed R. SachsThomas G. Schneider Michael J. SchroederBeverly A. SmithDuane Stranahan, Jr.William E. ThomasGordon R. WatsonJoanne S. Wyss

COMMITTEEDorothy A. Gerrity, ChairBrad A. HavemeierFrank L. Klapperich, Jr.John M. PassidomoNed R. SachsMichael J. SchroederBeverly A. Smith

AUDIT COMMITTEEPaul W. Dresselhaus, ChairDennis C. BrownThomas E. IngramRamiro Manalich

COMMUNITY GRANTS APPROVAL COMMITTEEHarold L. Zink, ChairKathleen L. KircherThomas D. McCannJ. Richard MunroHeidi Varsames

ArtsJames RideoutteRick FumoDelores Sorey

EducationBen TileyJeanne BoldsPatricia A. JilkDuane Stranahan, Jr.Jennifer B. Walker

EnvironmentAnne FosterSusan CalkinsLinda DiazCarol Ethier Hudak

Health CareJinny JohnsonHorace W. BerntonDonald GrandiSusan GoldenMartin Watson

Housing & HungerJoseph FosterJeffrey CecilBarbara DesanzoEmily Watt

Social ServicesAnn CampbellKaren ConleyJan EustisNancy Wolfe

DIRECT CHARITABLE ACTIVITIES Review CommitteeAlan M. Horton, ChairPatricia A. JilkKathleen L. KircherJ. Richard MunroMario ValleHarold L. Zink

FINANCE COMMITTEEDennis C. Brown, ChairAlan M. HortonThomas D. McCannJohn J. MorganDeborah L. RussellJohn F. Sorey III

GOVERNANCE COMMITTEEChristopher P. Bray, ChairAnn E. BerlamDorothy A. GerrityAlan M. HortonThomas D. McCannJennifer B. Walker

INVESTMENTCOMMITTEEJohn J. Morgan, ChairChristopher P. BrayKim Ciccarelli KantorWilliam D. LangeNed R. SachsGordon R. Watson

PROFESSIONAL ADVISORS COUNCIL Executive CommitteeWilliam D. Lange, ChairKevin CarmichaelPaul W. DresselhausGrey HoltzBrian V. McAvoyEllen Vanderburg

WOMEN’S INITIATIVE NETWORK Steering CommitteeLisa Merritt, Chair Mary BaronSusan DaltonLu DrackettChristine R. FlynnMyra FriedmanSue HuffMana P. HoltzKathleen KapnickSuzanne LountJo Ann RemingtonBeverly CherryAnne Welsh McNulty

From left: Ann Hughes, Director of Donor Services; Kali Horton, Marketing Manager; Mary George, Vice President of Community Grantmaking; Annette Kirk, Grants and Scholarship Coordinator; Eileen Connolly-Keesler, President/CEO; Eric Kingsley, Accounting Manager; Marsha Lewis, Donor Information Specialist; Lilla P. Asmund, Executive Assistant; PAST STAFF: Mary Ellen Barrett, Jane Billings, Wendy Horton, Cory Merrill,Susan Utz, Karen Warnken; INTERNS: Emily Caputo, Harvard University; Christine Manseour, Harvard College; Charlotte Newell, Yale University; Alexandria Merritt, Clemson University

STAFF

COMMITTEES

OF COLLIER COUNTY


“It doesn’t matter where you are, you are nowhere compared to where you can go.”

— Bob Proctor


PRIVATE FOUNDATION

Jerry F. Nichols, originally from Ohio, has been a resident of Naples for almost 40 years, and recalls the days when the Community Foundation of Collier County was first being

organized.

“Shortly after the Community Foundation was established both Arlene and I set up funds because we agreed with the philoso-phy and mission of the organization,” Jerry states. “However, as time passed, we wanted greater flexibility, so we established a private foundation.”

During the period of time while they maintained the private foundation, Jerry had the opportunity to understand the time commitment, cost and responsibility associated with a private foundation. The management and administration was additional work. This, along with the Community Foundation’s newfound stature and maturity, helped renew their interest in the Commu-nity Foundation’s services. After moving their private founda-tion to the Community Foundation, Jerry and Arlene were able to structure an agreement that allowed them to use their fund according to their wishes—focusing on children and education. Since 1998, the Nicholses have granted $1 million from their funds with assistance from the Community Foundation.

“If you provide a safe environment for children and education, you give indi-viduals the potential and opportunity for success,” Jerry says.

Jerry recently completed a four-year term as Chairman of the Boys & Girls Club of Collier County and was part of the founding group for Junior Achievement of Southwest Florida. He has been very active with Hodges University including being the founding Chair for their Foundation.

Jerry’s wife, Arlene, passed in 2011. They have three daughters, eight grandchildren and seven great-granddaughters to date. “It’s important to me that the Nichols’ legacy and goals live on through my family. Most importantly, I have trust and con-fidence in the Community Foundation of Collier County to manage our assets and fulfill our family’s philanthropic interests for generations to come.”

No cost to establish fund ...................................................‰ $5,000-$10,000 fee to establish FoundationRecommended initial contribution-$10,000 .........................‰ $2 million to justify startup costsCash gifts cannot exceed 50% AGI ......................................‰ Cash gifts cannot exceed 30% AGIPublicly traded stock cannot exceed 30% of AGI ..................‰ Publicly traded stock cannot exceed 20% of AGINominal administrative fee for team and community experts ...‰ Additional cost for administrative supportNo tax returns and audits ...................................................‰ Annual tax returns and auditsNo excise taxes .................................................................‰ 1% excise taxes on net investmentPayout not mandatory ........................................................‰ Mandatory 5% payoutDonor and grants can remain anonymous ............................‰ Donor and grants are public on Guidestar

VS.Community Foundation Private Foundation

VS.


DONOR DESIGNATED

“ Music is a higher revelation than all wisdom and philosophy”

— Ludwig von Beethoven


As we all know, subjects such as math, English, history and science are necessary parts of an educational cur-riculum. These elements set the foundation for success.

But the evidence behind the power of a musical education is hard to dismiss.

When Lucie Jenny MacCarthy was a 12-year-old immigrant growing up in Chicago, someone took the time to teach her how to play the saxophone, but she learned a lot more than how to play the instrument. She learned self-discipline and gained self-esteem from her music experience.

Lucie wanted to share her love of music and the many tangible and intangible benefits of learning how to play an instrument with others. Learning music motivates; challenges; inspires; connects ones to their feelings; initiates thoughts and ideas, as well as provides a means of structuring those thoughts, ideas and feelings; fosters individual growth and teamwork; reinforces real world skills; and prepares young minds for academic success.

Lucie worked with her financial advisors to set up a Donor Designated Fund at the Community Foundation of Col-lier County. She designated the proceeds to Champions for Learning for music education. Priority was given to purchasing instruments for deserving Collier County students and supple-menting the music education budget of Collier County schools.

Over the course of the last several years, the legacy of Lucie Jenny MacCarthy has been evident in the lives of students all across our community. A total of $496,148.38 has been granted to Champions for Learning since 1999 making way for thousands of students to have experiences with music that they would not likely have had otherwise.

“From the violins in Pre-K classes, to the summer band camps for teenagers, Lucie’s vision to provide instruments and music experiences to students has impacted thousands of young people in Collier County.

“Pre-K violin lessons help students prepare for kindergarten and instrumental music programs help students of all ages be-come lifelong learners. With the guidance of our teachers, this

fund has been helping the students who need it the most,” says Susan McManus, president, Champions for Learning.

Through the Community Foundation of Collier County, Lucie Jenny MacCarthy’s belief that music can make a difference in the lives of children will live on forever.

FUND

The band program at Golden Gate Middle School has been supported by the Lucie Jenny MacCarthy Music Fund in many ways. When the program first started to grow in 2007-08, we received money from Champions for Learning to purchase approximately $10,000 worth of new instruments. The majority of our families are unable to provide an instrument for their child to use in band class. Through the grant, we were able to give many more students the opportunity to participate. The band program at GGMS now includes approximately 300 kids and is one of the biggest and most successful programs in the district!

—John Rosbottom, Golden Gate Middle School Band Director

8

“ All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.” —Jim Rohn

ALBRECHT LEGACY

Henry and Betty Albrecht

When you think about your life, what legacy do you want to leave behind? This is a question many of us ponder, but few of us

put into action. By working with a professional advisor and completing a few easy steps, you can leave a legacy of giving.

The Albrecht Legacy Society at the Community Foundation of Collier County was formed by Henry and Betty Albrecht. They are founding members of the Community Foundation and very well known in our community for their philanthropy and generosity that reaches back to 1967. The Albrecht Legacy Society recognizes individuals who have remembered the Community Foundation through their will.

Like the Albrechts, Huguette Louise Castaneda settled in Naples later on in life. She fell in love with the area during a vacation. Shortly after that trip, she moved from New Jersey upon retiring from a very successful career with Bloomberg LP and her husband’s passing.

While living in Naples she discovered a passion for tennis and the beach, as well as a successful career in writing poetry and chil-dren’s books. Another passion includes philanthropic endeavors. “I get to do now the things I knew I always wanted to do, but did not necessarily have the time to do,” Huguette says. “Not only do my eight granddaughters inspire me to write my books, but the beautiful beaches and landscape inspires me too. It’s paradise.”

But even paradise is not perfect. In Collier County, 31% of children are living in poverty and fight hunger every day. Huguette, a choir member at her local church, organizes the “Weekend Back Pack” program in partnership with the Coali-tion to End Homelessness. The participating elementary school and children maintain anonymity while meals are supplied in backpacks at the end of the week.

Huguette became acquainted with the philanthropic endeavors of the Community Foundation while singing in the choir with Claudia Polzin, who was working for the Community Founda-tion of Collier County at the time.

“Claudia’s work at the Community Foundation inspired me. After learning the mission and benefits of the organi-zation were in line with my own values and goals, it was an easy decision to plan a portion of my estate at the Community Foundation,” Huguette says.

As a member of the Albrecht Legacy Society, Huguette can feel secure knowing her funds will always be used according to her wishes—towards children’s basic needs, as well as litera-cy and music—forever.

SOCIETY

9

THE COMMUNITY FOUNDATION OF COLLIER COUNTY HONORS forward-thinking individuals who will leave a permanent mark on our community through a gift from their estate.

The Albrecht Legacy Society honors the following philanthropists for their commitment to the community.

Mrs. Theresa M. AndersonMr. William D. AndersonMrs. Frances D. ArmentroutMrs. Mindy Rosenzweig

Baha El DinMr. Francis A. BakerMr. Garry N. BeanMrs. Jane BillingsMs. Huguette L. CastanedaMr. Ansel M. ChandlerMr. & Mrs. Ralph CoyMrs. Patricia A. DanielMr. & Mrs. James F. DerhamMr. & Mrs. Louis H.

DingerdissenMrs. Jeanne L. DoolittleMr. Richard G. FordDr. Howard L. FreedmanMr. William B. FrenchMr. & Mrs. Edmond A.

Garesche, IIIMrs. Betty Lee GatesMr. & Mrs. James R. Gibson, Jr.Mrs. Christine GinosMs. Bernice I. GrossteinerMrs. Jean N. GrunowMrs. Elizabeth S. HallMr. Julian R. HanleyDr. Mana P. HoltzMr. & Mrs. Alan M. HortonMrs. Robert HurdMs. Nancy Reed IckesMr. & Mrs. Michael R. IsermannMrs. Helen ItenMr. & Mrs. David M. Jones

Mr. & Mrs. Edward J. KantDr. & Mrs. Charles M. KarpasMr. & Mrs. George R. KemptonMr. Dennis KilcoyneRev. Dr. Kathleen L. KircherMrs. G. Edna KrentzMr. William Laimbeer, Sr.Mr. & Mrs. Ben J. LancashireMrs. Alice Ross T. MartellPeggy T. McIntire FundMs. Norma D. MeyerDr. & Mrs. Charles J.

MontgomeryMrs. Carolyn H. NeumannMr. & Mrs. Noel OsborneMrs. Nancy V. PotterMr. & Mrs. James D. ProudMr. & Mrs. Robert F. ReckmanMr. & Mrs. David S. ReynoldsAdele D. Rice FundMr. Holland T. SalleyMr. & Mrs. Charles W.

SchueddigMrs. Jane ShaefferMerrill H. Shaeffer FundMrs. Joan C. ShipmanMr. & Mrs. Jefferson A. SimpsonMrs. Nancy SineniMrs. Helen StrongMr. Thomas A. SullyMr. William F. TallmadgeDr. Jack W. ThompsonDr. & Mrs. Donald UllrichMr. Dietrich E. ZimmermanMilton & Marion Wolfson Fund

If you have remembered the Community Foundation in your estate plan or would like more information about naming us as a beneficiary of your will, please contact Eileen Connolly-Keesler at 239.649.5000.

AGENCY ENDOWMENT

“This home will make such a difference for our children. They have space to play and study and we have a huge backyard where they can run. Now our house is the one extended family come to for birthdays and holidays and we couldn’t be more proud.”

— Rosa Lopez

Top photo: Craig Jilk, Sergio Lopez, Jr., Norma Lopez, Sergio Lopez, Rosa Lopez, Jennifer Lopez, and Patricia JilkBottom photo: Members and Residents of Grey Oaks Country Club participating in their annual Habitat Build Day.


FUND

Prior to moving into their Habitat home, the Lopez family found it very difficult to find safe, decent housing they could afford on their low incomes. This family of five was

living in a converted garage in a house they shared with other family members. The limited space and lack of privacy made life extremely difficult. Desperate to provide a better life for their children, they turned to Habitat for Humanity of Collier County.

It was a dream come true for Sergio and Rosa when they were approved to become a Habitat partner family. As they invested their 500 sweat equity hours, they hoped it would help to teach their three children, Norma (11), Sergio, Jr. (8) and Jennifer (6), that with hard work anything is possible. Now, they are the proud homeowners in the Naples Manor neighborhood. Sergio continues his work as an irrigation technician and Rosa has found a new and better job with Arthrex.

Owning a home can embody many things—stability, security, safety. For many, it also creates a sense of pride. Good housing in communities attracts economic investment and development; contributes to thriving school systems and community organiza-tions; and acts as a catalyst for civic activism.

Habitat for Humanity International was founded in 1976 by Millard and Linda Fuller on these basic principles. Today, the organization is a world leader in addressing the issues of pov-erty and housing. The Habitat for Humanity of Collier County affiliate was formed shortly after the inception of the nonprofit organization. Today, over 100 homes are constructed in Collier County per year.

“We live in a very unique community where there is an im-mense amount of wealth, and an immense amount of poverty. Through donations and proper money management we are able to provide a ‘hand-up’ through home ownership—not a ‘hand out,’” Lisa Lefkow, executive vice president, development says. The Habitat business model is a logical and well-oiled machine.

New homeowners are required to place a down payment and maintain a no-interest monthly mortgage according to a sliding scale. That money, along with generous donations, is recycled to help build new homes.

“Every house is an endowment and every dollar stays at work,” Lisa says.

So why create an Agency Endowment Fund at the Community Foundation of Collier County? “We wanted to know that in times of crisis we would have a safety net. Our unique strategic business model makes us sustainable, but a Community Foun-dation endowment provides another level of sustainability. If homes are damaged by natural causes or another recession hits, we want to be prepared,” Lisa says. “We also find that donors may prefer to invest in a traditional endowment—essentially everyone feels secure knowing the Community Foundation of Collier County will support Habitat’s efforts, forever.”

“There is no exercise better for the heart than reaching down and lifting people up.”

— John Holmes

‚ Sophisticated Professional Investment Management

‚ Community Foundation’s Strong Reputation for Fiscal Stewardship

‚ Acceptance of Unusual Assets

‚ High Quality, Cost-Efficient Administration and Stewardship Services

‚ Planned Giving Services

‚ Fundraising Advice and Counsel

Staff from Naples Yacht Club raising the walls on a Habitat home in Naples Manor.

Benefits of Agency Endowments at the Community Foundation of Collier County

MARC SCIALDO

“Only a life lived for others is a life worthwhile.” —Albert Einstein

In loving memoryJuly 22, 1981 – March 11, 2013

For Marc Scialdo, growing up in America meant honoring the flag and everything it stood for. He was raised in a very patriotic family. Born on July 22, 1981 in Herkimer,

NY, he moved to Naples at an early age. He attended St. John Neumann Catholic High School and graduated from Edison State College. The love for his country became even more sig-nificant in his life following the traumatic and horrific events on September 11. Plans to work for the family business were put aside and he enlisted in the army. At that point in his life, Marc wanted nothing more than to protect his country and his family in the most considerable way possible.

After more than 10 years of military service and a tour in Iraq, Marc was tragically killed in a UH-60 Black Hawk helicopter crash while serving during Operation Enduring Freedom on March 11, 2013. Marc was Staff Sergeant in charge of the helicopter maintenance crew in the 603rd Aviation Support Battalion. The devotion he had to his country could not be more evident than by the great risks and sacrifices he made. Today, his wife and family honor his life and service in many ways, including the creation of a scholarship in his name at the Community Foundation of Collier County.


Community Foundation of Collier County | cfcollier.org 13 13

SCHOLARSHIP FUND

I set up the Marc Scialdo Scholarship Fund with the inten

t of

benefiting children and grandchildren of Vete

rans in southwest

Florida. I wanted to honor my husband’s life

in a special and

meaningful way. He was a brave, compassionat

e and loyal man who

loved God, his family and his country with all of his

heart.

He had a special place in his heart for his n

ieces, nephews

and godchildren and he could not wait to ha

ve children of

his own. Unfortunately he never had the opportunit

y to have

that experience, as his life was cut short w

hen he was kil led

in action in Afghanistan while fighting for his c

ountry as an

Army Staff Sergeant Blackhawk Crew Chief. By setting up

this scholarship fund, his life wil l benefit mor

e children than

he ever dreamed of by helping them fulfill t

heir education

and career goals. I chose the Community Foundation of

Collier

County because I believe that they have the

ability to achieve

the best exposure for the Marc Scialdo Scholarshi

p Fund. I

believe that CFCC will maximize the number of students who

will benefit from the scholarship while handling our philan

thropic

goals with diligence and compassion.

- Kara Scialdo


JUDY B. & DAVID M.

“Education is the most powerful weapon which you can use to change the world.”

— Nelson Mandela


Education is probably the most important investment a community can make. From increasing self-esteem and income, to boosting economic growth and reducing pov-

erty—education has the power to make the world a better place.

Judy B. and David M. Jones are philanthropists who believe in the power of education. They created a scholarship fund at the Community Foundation of Collier County for students who need financial support to continue their education beyond high school. Eligible students excel in their studies and achieve good grades, but come from families that may have been hit hard by the economy; single-parent, single-income homes; or homes with multiple siblings that cannot afford multiple college tuitions. Often, the students are ineligible for other assistance programs. As a proud graduate of Barron Collier High School in Naples, David wanted to support students from the school that nurtured his post-college education.

Together, Judy and David have been providing the power of education since 2009, and the results, as well as the reward, are evident in the lives of the scholarship recipients.

JONES SCHOLARSHIP FUND

My senior year at Barron Collier High School I received the most amazing gift I could ever imagine—The Jones Scholarship. It may seem cliché, but this scholarship truly changed my life and I cannot thank Judy and David Jones enough for their generosity.

Coming from a large family, middle child of seven, I was expected to pay for my education. I did what I could during high school to lower the cost by completing almost 60 dual enrollment credits. However, even that would make my dream of attending a private school an expensive one. When I received the Jones Scholarship that changed as I was able to attend The University of Tampa.

My last semester of college was stressful, but when December arrived I was not only excited to graduate but granted the opportunity to participate as the student speaker at commencement. As I stood on stage and spoke to my graduating class, I knew that I would never have gotten there without the support and generosity of the Jones Scholarship.

Their kindness was one that lasted throughout my entire college career. I graduated with a Bachelors of Arts in Communication and Advertising minor with a 3.6 GPA and completed six interships. I entered the “real world” with seven job offers. I now work as a PR and Marketing Coordinator for a company in Tampa. The Jones’ kindness and generosity is amazing and I am forever thankful for them. They are angels to me because I wouldn’t be where I am without the help of their scholarship.

—Jenna Tinney

Left to right: Gabriela Fernandez, Daniela Salazar, Diana Mercas, Stephanie Gil, Jena Martino, Caitlyn Hayes, and Judy B. and David M. Jones

2013 JONES SCHOLARSHIP HONOREES

CHANGE the LIFE of a student TODAY.

Contact Annette Kirk, Grants and Scholarship Coordinator

239.649.5000 [email protected]

NAPLES HISTORICAL

“You have to know the past to understand the present.”

—Dr. Carl Sagan


SOCIETY

Did you know that Naples, Florida, was ultimately settled and developed by a Louisville, Kentucky, senator and wealthy publisher in the late 1800s? Or

that the Tamiami Trail was completed in 1928, connecting Naples to Tampa and Miami?

You can find more interesting facts like these at Naples Historical Society’s Historic Palm Cottage™, the oldest house in Naples (built 1895). The Cottage is the Society’s educational headquarters.

At 3,500 square feet, the exquisitely maintained house-turned-museum (which recently underwent substantial capital improvements) is a fine example of Tabbie Mortar con-struction, a handmade concrete consisting of sand, shells and water. A fascinating tour of the cottage transports visitors back over 100 years. In addition to the house tour is a popular walk-ing tour of the Naples Historic District and a docent-guided tour of The Norris Gardens at Palm Cottage.

The Society’s mission to preserve Naples history for the com-munity and future generations is accomplished through its commitment to numerous educational programs and preser-vation initiatives. This includes a massive and ongoing, Telly Award-winning oral history project, “Naples Oral Histories: If These Walls Could Talk,” two highly regarded children’s educational programs, “Pupils at Palm Cottage” and “Art in the Garden,” as well as a popular lecture series, “Garden Side Chickee Chats.”

Still there are several other educational programs that strengthen the bounty of preserved history like the new “Council of Longtime Friends,” a program that relies on self-proclaimed old timers who provide valuable identification information for hundreds of archival photos.

To further educate community residents and visitors alike, the Community Foundation of Collier County granted $4,000 towards the Society’s latest preservation initiative, the Archival Viewing Center.

Peruse over images from the devastating 1926 hurricane (hur-ricanes were not named until the 1940s) and documents from

the Old Naples Hotel that list prices ranging from $42/week to $140/week—an extravagant amount of money for 1924, consid-ering the average annual salary for most people was roughly $2,200—and much more.

“There is no accession and record-keeping system in Collier County like this; it ri-vals the archival standard operating pro-tocol of larger museums and institutions in Washington, D.C. I am very pleased and excited about it,” Elaine Reed states.

Elaine Reed is the executive director of the Naples Historical Society.

Visit the Palm Cottage at 137 12th Ave. S., Naples, FL 34102or call 239.261.8164 for more information.


CHARITY FOR CHANGE

“ No act of kindness, no matter how small, is ever wasted.”

—Aesop


SCHOOL PROGRAM

Giving is easy at almost any age. And even the smallest acts of kindness from our youngest residents help make the world a better place. At least that’s what

Charity for Change strongly believes and sets out to accom-plish through its highly acclaimed School “Giver” Program.

Since beginning in 2008, the School “Giver” Program, affectionately known for its “Giver” mascot, has helped teach young children about philanthropy, as well as develop important math skills. The program has reached and touched more than 5,400 children. “It’s an honor to provide this edu-cational tool to support the academic and social development of our future generation of volunteers, leaders and philan-thropists,” Karen Conley, president and CEO, states.

To get students started, they learn about several local charities’ missions and activities, then select specific ones to actively support throughout the school year. Students donate spare change, hold mini-fundraisers and volunteer for their chosen organizations. The program not only educates but thoroughly engages their young minds.

“I was in first grade when I started in the “Giver” Program, and I’ll be in middle school this year. I’ve had lots of fun learning about charities. The visits from the charities helped me see how my donations helped others.

“The math games and puzzles gave me ideas of ways to give and how to follow the character traits. The “Giver” Program helped me to understand the importance of giving and volunteering. I will take these experiences with me into the future,” Abby Henning from Calusa Park Ele-mentary says.

Teachers appreciate this highly engaging, multi-faceted pro-gram not only for what it adds to the current curriculum but most importantly—it makes learning fun. Students enjoy an interactive website, puzzles, games, puppet shows, incentive prizes, animated and live mascots, awards assemblies, and classroom visits and thank-you letters from the 72 charities participating in the program.

“The ‘Giver’ Program is important to my classroom because it not only helps teach math skills, but it teaches valuable char-acter traits, shows students that it is good to give, and it allows the students to help the community and brings the community into the classroom,” Kathryn Klein, second grade teacher, Calusa Park Elementary, adds.

Over the past several years, the Community Foundation of Collier County has granted close to $17,000 supporting the operations of this innovative program, which in turn has helped students and community partners raise $82,000 for local charities.

“It’s a Great Day to Give!”

“Giver”


A COMMUNITY

“The function of leadership is to produce more leaders, not more followers.”

— Ralph Nader


After the Community Foundation of Collier County was founded in 1985, the Leadership Center was estab-lished, and then later named the Center for Nonprofit

Excellence (CNE). The board of trustees at that time rec-ognized the need to provide local nonprofits with skills and technical assistance to accomplish their missions and serve the community with excellence.

As the Community Foundation grew, the CNE became the go-to resource for nonprofits serving Collier County. Over time, building nonprofit capacity—activities and grants to help agencies improve their management and governance—became a strategic focus. Seminars offered through CNE included board leadership, fundraising strategies, public and media rela-tions, strategic planning and financial management.

Since its inception, the Center for Nonprofit Excellence has served thousands of individuals from hundreds of nonprofits in Collier County. Over 300 seminars and 150 custom retreats have been offered.

“Our sincere gratitude goes to the Com-munity Foundation of Collier County for funding many grants which have enabled us to enhance the quality and quantity of services for our patients. But it was the PEG grant we received in 2005 that changed the way we do business and measure program outcomes.

“Mary Ellen Barrett worked with us during Center for Nonprofit Excellence sessions diligently and patiently teaching us a better way to operate. She showed us how to look at our business differently. The new thought process quickly became the standard care for all of our patient educational programs, and still practiced today. We couldn't be more grateful,” Chief Advance-ment Officer Nina Gray, Neighborhood Health Clinic, says.

The Program Planning & Evaluation Grants (PEG) were awarded to support new or existing programs of nonprofit organizations serving Collier County. This special grant program was designed to help organizations improve and strengthen their operations through rigorous training sessions (five four-hour sessions over three months). The program helped each organization identify, measure and report program outcomes, indicators and data collection methods. Although this exact grant is no longer available similar grants may be applied for on the Community Foundation website.

Nonprofits may view a current schedule of CNE programs at www.hodges.edu/CNE.

COLLABORATION

To date, the CNE is the only management service organiza-tion serving nonprofits in Collier County. However, the demand for services has outweighed the capacity of the Community Foundation, and in August 2012, the Board started examining op-tions for growth. The number of nonprofits in Collier is 450+, twice as many organiza-tions as when the CNE started operating. The demand for higher level classes and certification has grown as well. The logical solution to help serve this growing industry was to expand in partnership with a university.

The Community Foundation was proud to announce partnership with Hodges Univer-sity in May 2013 with a three-year grant totaling $150,000, to help establish CNE at Hodges’ Nichols School of Profession-al Studies as the leading educator and provider of nonprofit management and education in Collier County.


WOMEN’S INITIATIVE

“ Never believe that a few caring people can't change the world. For, indeed, that's all who ever have.”

— Margaret Mead

Front left to right: Christine Flynn, Liz Jessee, Lu DrackettBack left to right: Eileen Connolly-Keesler, Sue Huff, Lisa Merritt, Mana P. Holtz

Not pictured: Mary Baron, Beverly Cherry, Susan Dalton, Myra Friedman, Kathleen Kapnick, Suzanne Lount, Anne Welsh McNulty, Jo Ann Remington

Steering Committee


NETWORK

The Women’s Initiative Network (WIN) at the Communi-ty Foundation of Collier County is the only endowment fund in Collier County dedicated to supporting the un-

met and changing needs of women and girls. This will guarantee that, even through difficult economic times, both now and in the future, there will always be a source of funding available to ad-dress the challenges facing women and girls in our community.

Since 2008, the Women’s Initiative Net-work has granted more than $300,000 to local nonprofit organizations.

The Women’s Initiative Network’s primary focus is to grow the endowment fund enough to support a minimum of $50,000 in annual grants. In FY 2013, grants totaling $40,000 were awarded to seven agencies. These grants address some of the most pressing needs facing women and girls in Collier County.

• Women’s Fund of SWFL to help establish the new Esperanza Anti-Slavery Resource Center

• Shelter for Abused Women & Children to provide advocacy for adults and children of domestic violence who need vital support to regain power and control of their lives

• Naples Alliance for the Mentally Ill to provide services to Latino mothers who need specialized intervention and education to help their daughters with mental and/or behavioral health challenges

• Healthcare Network of SWFL to provide breast cancer education programs and mammograms to women who are under-served, uninsured or under-insured

• Healthy Start, Inc. to provide a program that serves the unique needs of teen mothers at risk of becoming pregnant again

• Planned Parenthood to provide at-risk women with clinical breast exams and mammograms through a partnership with Naples Diagnostic Imaging Center

• Neighborhood Health Clinic for medical supplies for poor women with job-related health problems, such as varicose veins and carpal tunnel syndrome

To further educate our community and raise integral funds, the Women’s Initiative Network supports the following programs and events annually:

• Power of the Purse• Women of Initiative™

• Junior Women of Initiative• Empowered to Lead

2013 Women of InitiativeTM HonoreesFront left to right: Marsha Murphy,

Brenda O’Connor, Linda White, Susan Jones Back left to right: Liz Jessee, Mary Polizzotto, Mary Beth Johns, Jackie Pierce, Shelly Stayer,

Ann Berlam

2012-2013Junior Women of Initiative

For more information please contact the Community Foundation of Collier County

at 239.649.5000.

“For it is in giving that we receive.” — St. Francis of Assisi

Donors choose how to build their philanthropic legacies.Donors to the Community Foundation of Collier County can choose how involved they want to be in determining the beneficiaries of their gifts. They can specify exactly where they want to direct their support or they can leave allocation decision up to the Foundation's Board of Trustees and staff. As flexible as the process is, all donors have the assurance that their investments will always be a part of the Foundation's assets and will always benefit projects and organizations in Collier County and throughout the United States.

DONOR ADVISED FUNDSDonor Advised funds, which are the most flexible charitable-giving tool, allow a donor to provide advice to the Community Foundation on the grants to charities. Although the recommendations are not binding, the Foundation Board of Trustees takes them under advisement in making grants. This type of fund is especially helpful for donors who, for tax estate-planning reasons, want to take a tax deduction one year and spread contributions over future years. Agua FundLew & Dawn Allyn Family FundJoshua J. Allyn FundWilliam & Janet Allyn FundAnonymous Funds Artificial Reef FundAspiration Program FundJo Ellen Atkinson FundAusschnitt FundJames A. & Evelyn S. Belleman FundKeith S. Benson Family FundBernton Family FundJane Billings FundBlair Foundation FundBrayman Family FundBrown Family FundBurton Family FundDonald & Ruth Campbell FundChildren's FundHarvey & Janet Cohen Family FundCollier County 100 Club FundThe CORD FundCritter FundThomas J. & Mollie E. Danis FundJeannine M. Danis Fund

TYPES OF FUNDS


Dearholt FundDerham Tea Fund, in memory of Thelma, Earl

& AliceBarbara Janney Desanzo FundCharles & Helen Donahue FundBob & Connie Eaton Family FundEmpowerment Alliance

Non-Endowment FundJeff and Trish Erickson FundEdrick & Linda Flewelling FundDavid J. Foege Fund for Non-Embryonic

Stem Cell ResearchOrville W. Forte Charitable Foundation FundKenneth C. Freeberg Animal Rescue FundHoward Freedman FundJay L. Friedland, M.D.

Prostate Cancer Research FundMyra & Mort Friedman FundFund for Job CreationJay & Lee Gates FundThe GBH FundBrian Gibbs Memorial FundJames & Nancy Gibson FundSusan McTague Goldman FundGoodlette Leadership FundGoodman Family FundThomas C. Graham & Irene W. Graham

Scholarship FundMichael Grech & Pete Villani Memorial FundGulfshore Insurance Community Support

& Betterment Fund Brad & Jennifer Havemeier FundAnn McAndrews Herrmann FundThe Whitaker Foundation FundHope FundAlan & Beverley Horton FundHoward & Troth Family FundHuntington National Bank Private Financial

Group FundAllen F. Jacobson Family FundF. Craig & Patricia Jilk FundJohn R. Wood Realtors FundDavid M. Jones & Associates FundSteven & Carisa Jones Family FundKantor Family FundKapnick Family FundAlan Keller FundKristin Keller FundGeorge R. & Joyce H. Kempton

Family FundEileen Kopp Advised FundLea Family FundLegacy Foundation

Group FundSusan K. Lennane

Family FundLowry Hill Private Wealth

Management FundDonald R. & Josephine F.

MacLennan FundDonna MacNiven Junior

Leadership Fund

Jeanne Manuri FundMcBride Family FundMcCann Family FundMcIlvaine Grandchild FundMary K. McTague FundMerrill Lynch Naples

Employee Philanthropic FundMr. & Mrs. Lloyd I. Miller FundJohn & Connie Miller FundMoates' Kicks for Kids FundStephen R. & Mary Lynn Myers Family FundNaples Concert Band FundNCH Healthcare Community FundNaples Endowment for the Arts &

Camille's Camp FundRoy & Carolyn Neumann Volunteer FundNichols Foundation FundNorris FundNorthern Trust Silver Anniversary FundElizabeth & Frank Odell Family FundLinda Halverstadt Ottenad FundParadis Foundation FundAudrey Morean Petersen FundJohn & Maggie Picotte FundThe Kim Prince Memorial FundQuest FundBob & Judy Rathert Family FundRichard P. & Marilyn S. Rechter Family

Advised FundJohn & Jackie Remington FundAdele D. Rice FundRichter Leadership FundJ. Lee Robinson FundKatharine B. Ryan Family FundSachs Family FundRichard M. & Maureen G. Schulze

Donor Advised FundThe RWH FundJo Ann Schwartz Family FundRobert P. Schwartz Memorial FundA. Robert & Helen Seass CRT FundShehadi Family FundJames & Julia Shelly FundSherwood Forest Foundation FundMichael & Barbara Sill Family FundSmart Charitable Fund

John Sorey FundSunTrust Bank of SWFL FundSW Florida 49ers FundEdward R. Swingle Family Philanthropic FundMichael J. Szwed Legacy FundBruce Thalheimer Charitable FundThiele Family FundJane Thomas FundWarren F. & Jean L. Tischler Memorial FundDouglas M. VanOort FundLee Varon Family FundWainscott Family FundWasmer, Schroeder & Company FundGerry Wheeler Memorial Fund

for Grieving ChildrenRobin T. & Youngja White FundRichard & Barbara Widman FundMyra N. & Van Zandt Williams Jr.

Donor Advised FundWilsonMiller Charitable FundKarl & Joanne Wyss FundKazanjian-Yarrington Family FundZonta Club of Naples Fund

DONOR DESIGNATED AND FIELD OF INTEREST FUNDSThese funds benefit specific organizations or causes that the donor identifies. If an organization ceases to exist or changes its purpose, the Foundation Board preserves the donor's intent by redirecting funds to an organization with a similar purpose. 211 Endowment FundHerbert & Ruth Abramson Designated FundAnonymous FundsBasic Needs Fund Berry & Diane FundPat & Laura Cacho Family FundEleanor Wallace Caswell Scholarship FundCelebration of Philanthropy FundCFCC Collier 211, LLC FundImmokalee Early Childhood Education

Collaborative FundMark & Pearle Clements FundPaul F. & Edith B. Cooper FundTom Cooper Designated FundChildren's Trust FundCollier 211 FundDerham FundDeupree Family FundDelvin G. Miller & Mary F. Miller

Memorial FundNally E.D. duBois FundFirst Book-Collier County Fund


Don & Helen Franke FundFranke Leadership FundFresh Start for Abused Women Grant FundFresh Start for Abused Women

Endowment FundFun Time Early Childhood Academy FundGetzelman FundWilliam Godley Memorial FundAlfred & Vera Goodman FundMargaret B. Griffith FundHelen & William J. Williams FundJoseph & Betty Haskett Family FundGive Them Hope FundHospice of Naples Endowment FundImmokalee Emergency Services

Collaboration FundImmokalee Nonprofit Network

Housing Collaborative FundJohannes Music & Arts FundMaurice & Lynn Katz Family

Foundation FundMyron T. Kelley FundMary Elizabeth Kelley FundW. Dain Kuhns & Elizabeth H. Kuhns FundH. Max & Letha L. Brown FundLeadership Collier FundThe League Club Designated FundLee & Mary Ledford FundLucie Jenny MacCarthy FundPaul E. & Ann C. Martin FundWilliam K. & R. Kathryn McInerney FundWilliam K. McInerney Memorial FundMiracle Limbs-Courage in Motion FundJohn S. Nagel Memorial Library FundEdna Frantz Springer Award

for Unsung Members FundNCH Healthcare System Endowment FundJean Peaslee Scholarship Fund

of The Naples Players Theatre GuildRoss P. Obley Family FundTerry Olson FundProfessional Advisors CEU Event FundD. Ray & Ruth D. Park FundChester G. & Alice P. Parsons FundJames D. & Bess S. Polis Foundation FundPlanned Parenthood Designated Fund

Edwin J. Putzell, Jr. & Dorothy C. Putzell Fund

R. Covell Radcliffe FundWilliam G. Robertson FundRalph G. & Katherine K. Ryan

Endowment FundHolland T. & Mary Jeanne Salley FundSalt of the Earth FundSalvation Army FundHerbert B. & Margaret E. Scheu FundSchoen Family FundPatricia L. Schrenk FundArthur G. & Helen Shireman

Designated FundMr. & Mrs. James E. Smith FundEdna F. Springer FundThomas and Elizabeth Sully FundThe Eleanor B. Sweet Designated FundTallmadge FundTeen Pregnancy Prevention Initiative FundTulip Endowment FundTulip Fund James Lorenzo Walker Education FundThe W. Wadsworth &

Dorothy M. Watts FundWomen's Giving Circle of SWFL FundJohn F. & Laura M. Whitcomb FundArthur J. Willenborg Endowment FundJane R. Williams FundWIN Budget FundWIN Endowment Fund

AGENCY FUNDS AND AGENCY ENDOWMENT FUNDSAgencies and organizations create endowment funds as a way to secure their future. By establishing an endowment within the Foundation, the nonprofit group builds assets that the Foundation will manage. Agency funds include:ArtsNaples World Festival FundBach Ensemble Endowment FundChildren's Museum of Naples FundFun Time Building Reserve FundFun Time Early Childhood Academy

Fifty More Years FundGirl Scouts of Gulfcoast

Florida, Inc. FundHabitat for Humanity of

Collier County FundHumane Society of

Collier County FundThe League Club Endowment FundLiteracy Volunteers of

Collier County FundMarco Island Rotary Club

Foundation, Inc. FundGreater Marco Family YMCA

Legacy Fund

Miracle Limbs-Courage in Motion FundNAMI of Collier County Endowment FundNaples Alliance for Children

Endowment FundNaples Music Club Scholarship-Haegg FundNaples Music Club Scholarship-Turiel FundNaples Music Club Scholarship-Saby FundNaples Music Club Scholarship-Warren FundNaples Music Club Scholarship-

Fernando FundNaples Music Club-Scholarship Reserve FundBonnie K. Yarrington Fund (Planned

Parenthood)RCMA Endowment FundSenior Friendship Centers Foundation FundCollier County Florida Special Olympics FundUnited Arts Council Community Arts Fund

SCHOLARSHIP FUNDSScholarship funds are dedicated to the continued education or training of students. They are a thoughtful way to establish a permanent legacy in memory of a loved one, to honor family members or to provide educational incentives for future community leaders.Daphne FundJoel Deifik Memorial Scholarship FundDorothy Edwards Vocational Scholarship

Fund of The Naples Woman's ClubCarol Fedoryk Scholarship FundGlenview Employee Scholarship FundPatricia & F. Craig Jilk Family

Scholarship FundJudy B. & David M. Jones Scholarship FundJubilee Scholarship FundAshley Kelly Memorial Scholarship FundMacNiven Family FundMediterra Employee Scholarship Program Fund

“The smallest act of kindness is worth more than the grandest intention.”— Oscar Wilde


Edith & John Meli Scholarship FundNaples Equestrian Challenge "Deb PT"

High School Volunteer Scholarship FundPort Royal Club Scholarship FundLouise Prothero Leadership Fund-

Naples Woman's ClubRoyal Poinciana Golf Club Employees &

Dependents Scholarship FundSams Sailing Scholarship FundFreddie Sauer Scholarship FundThe Jimmy Schneeberger Memorial FundMarc Scialdo Scholarship FundMichael J. Szwed Scholarship Legacy FundRaymond D. & Sara Thomas FundDr. Norman & Gail Thomson

Scholarship FundDiano-Tougas Scholarship FundCol. Walter Walsh Criminal Justice

Scholarship FundRalph Weiss Scholarship FundWorking Republican Women's

Scholarship Fund

WOMEN OF INITIATIVE NETWORK FUNDSWomen of Initiative Network Funds enable women to direct their giving in focused, strategic ways to serve the current and changing needs of women and girls. These funds include:Patty Baker Fund for Senior Arts & TheatreMary Baron FundTiffany Billings FundDawn Litchfield Brown FundLu M. Drackett Fund Christine Flynn FundMana P. Holtz Fund for the

Women's Initiative NetworkMartinez Lombardi Fund forDisadvantaged Children of Single ParentsSharon von Arx FundNancy White Fund for the Women's Initiative

UNRESTRICTED FUNDSUnrestricted funds are flexible and responsive to emerging and changing community needs. Because donors do not limit their funds to a single cause or purpose, the Community Foundation's Board can be more responsive to the immediate needs of the community.Herbert & Ruth Abramson Unrestricted FundThe Albrecht Family FundGeneral & Mrs. David H. Baker

Unrestricted FundBallard Family FundKeith S. Benson Family Unrestricted Fund

Blair Foundation FundRobinson & Martha Carter

Bosworth, Jr. FundMary Jeanne & Ivan Bowen FundEdwin H. & Yvonne Bower FundJames G. & Helen M. Brooks FundConstance T. & Truman B.

Brown FundEleanor & Henry Buhl FundEvelyn De France Burnham FundLois & John Cashman FundCFCC Disaster Relief FundJean & Wilson Chockley FundCincinnati Financial

Corporation FundAlbert & Suzanne Cleaveland FundRene J. & Carolyn E. Constantin FundCosgrove Family FundC. Frederick & Mildred E. Curtis FundT. Chalmers Curtis FundVerity Blakey Day Memorial FundTaber deForest Memorial FundDepuy Family FundDavid B. & Katherine O. Dupee FundTruxtun & Tyler Emerson FundMr. & Mrs. Philip Everest FundFrank S. Farrell Revocable Living Trust FundTed and Betty Flora FundDonald & Joan J. Forte FundOrville W., Jr. & Marion T. Forte FundJames Rogers Fox FundEarl & Shirley Frye FundGerrity Family FundGifford Family FundDorothee D. & Richard C. Grant FundHarness Family FundJack & Lucile Harris FundHartshorn Family FundMatthew B. Hecht Memorial FundSally J. Herzog Memorial FundRembrandt & Audrey Hiller FundBetty & Wallace Irwin FundWilliam J. & Nancy Biggs Kieckhefer FundSara W. Knapp Memorial FundRichard C. Krause FundLafrenz Family FundPhyllis M. Landes Unrestricted FundL. Bates & Marcia W. Lea FundLennane Family Unrestricted FundCorrie & Leonard Llewellyn FundAlan Loop Family FundJohn & Anne Luetkemeyer FundBetty & Bill Marshall FundMcClintock Family FundDavid B. & Helen N. Meeker FundEdith & John Meli Unrestricted FundWillard & Gay Merrihue FundRichard & Joan Michelson FundCharles F. & Barbara W. Moore FundJames H. Morton FundJohn A. Mullenmaster Fund

Nulsen Family FundArthur J. Oberhelman FundWilliam & Sally Oberhelman FundJoseph W. & Edwina P. Oliver FundWilliam Greenville Pace FundPaterno FundThe M. Herbert Paul FundGene & Anne Ratliff FundAlice Ross Martell FundBarbara R. Schricker Memorial FundCelia V. Scudder FundJean & Bruce Shannon FundKathleen B. Sherwin FundArthur G. & Helen Shireman FundJanet Simonds Short FundJulia T. Smith FundHarold S. & Mary W. Smith FundMae Shepherd Snow FundJohn & Gladys Strauss FundPerry MacKay Sturges FundEleanor B. Sweet Unrestricted FundMr. & Mrs. Sidney Swensrud FundJudith DeForest Taves FundBob Telford FundJack & Virginia Thompson FundJames A. & Joyce Thwaits FundFred W. & Virginia Uihlein FundJohn S. & Mary Claire Wadsworth FundConstance C. Wallace Memorial FundGeorge R. Wallace Foundation FundAnne & Morrison Waud FundElizabeth & Charles Williams FundDavid E. & Betsy Winebrenner FundWodecroft FundWyndemere Fund

Funds established from July 1, 2012 through June 30, 2013 are shown in bold.

Every attempt has been made to ensure that the information included in this report is accurate through June 30, 2013. We apologize for any error or omission. Please contact our office with corrections.

“Pursue some path, however narrow and crooked, in which you can walk with love and reverence.” —Henry David Thoreau

Corkscrew Swamp Sanctuary


GIFTS TO DONOR ADVISEDFUNDSSusan Tischler Adler TrustAgua Fund, Inc.Mr. Joshua J. AllynMr. & Mrs. William F. AllynAM-PM Lawn ServiceMr. & Mrs. Joseph AmalfitanoMr. Richard G. AndisonAnimalife Veterinary Center, PAAnonymous DonorsMr. & Mrs. C. J. Aschauer, Jr.Bank of America United Way

Campaign Merrill Lynch EmployeesJoan M. Bardenheier TrustMs. Karen K. BarrowBeal Properties, Inc.Mr. & Mrs. Ned W. BechtholdBerkley Bedell Living TrustBentley Electric Co. of Naples, Inc.Mr. & Mrs. Roger E. BergmannMr. & Mrs. Fred G. BerletMr. & Mrs. Terry C. BibleheimerMr. & Mrs. David K. Bobzien, Jr.Mr. Jared D. BobzienMs. Katherine D. BobzienMr. & Mrs. Nick BobzienBodine Family Foundation, Inc.Mr. & Mrs. Joseph R. BoschBosse State FarmMr. & Mrs. Harold H. BraymanMr. & Mrs. Guy BrickmanBridges & Co., Inc.Mr. Wayne L. BromleyMr. & Mrs. Dennis C. BrownMs. Cynthia M. BrunoLeland S. Burton, Jr. Revocable TrustMs. Deborah M. ByersMr. & Mrs. Donald W. CampbellMr. & Mrs. James R. CampbellMr. Joseph L. CarneyMr. & Mrs. Eugene J. Carr, Jr.Ms. Stacy L. CarrollCharity Golf International, LLCMitch Collier Insurance Agency, Inc.Mr. & Mrs. Greg CollinsMr. & Mrs. Domenic CostantiniMr. & Mrs. Patrick C. CoughlanMr. & Mrs. Joel M. CoxMr. & Mrs. George W. Crothers

Ms. Kathleen CuratoloThomas & Mollie Danis Foundation

Fund of the Dayton FoundationMary E. Dooner Foundation, Inc.Mr. Michael E. DoughertyDowning-Frye Realty, Inc.Ms. Cynthia F. DuffyMr. & Mrs. M. Kevin DuganEden Autism ServicesMr. & Mrs. Charles W. EdgarMr. & Mrs. R. P. ElspermanMs. Donna L. EvansKenneth L. Evans Revocable TrustMrs. Kathy FaulknerMs. Hildegard FinneganFirst National Bank of the Gulf CoastMs. Linda FlewellingMs. Lucy FlinnFlorin Roebig, P.A.FNBGC Charitable Foundation, Inc.Orville W. Forte Charitable

Foundation, Inc.Four Guys Port St. Lucie, LLCHoward L. Freedman M. D. Fund

of the Seattle FoundationMrs. Louise FriedlanderMrs. Dorismae H. FriedmanMr. & Mrs. John D. FumagalliMrs. Betty Lee GatesGeiman's Advertising, Inc.Mr. & Mrs. Thomas R. GerdesMr. & Mrs. Robert GesdorfMr. & Mrs. James R. Gibson, Jr.Ms. Pamela A. GlaeserMs. Susan GlassGoede & Adamczyk, PLLCMs. Pamela T. GomesMr. & Mrs. Leslie E. GoodmanMr. & Mrs. T. A. GranfieldMr. & Mrs. Richard F. GreiweMr. & Mrs. Walter F. Grote, Jr.Mr. & Mrs. Ralph GruskaMr. Frank A. Gunther, III &

Ms. Patricia GuntherMr. Mark F. HagermanHerbert & Gertrude

Halverstadt FoundationHarmon-Meek GalleryHCH Insurance, LLCMr. & Mrs. Todd E. HegerMr. & Mrs. Alan M. Horton

Mr. & Mrs. David L. HuntMr. & Mrs. Steven C. HuronMr. & Mrs. Joseph A. IreneJ.D. Loden Wealth Management, Inc.Mr. & Mrs. Peter S. JansonJoanna Boothe Insurance Agency, Inc.Mr. Steven C. JonesJoseph J. McClellan

Insurance Agency, Inc.Kantor Family Foundation of the

U.S. Charitable Gift TrustJim & Darlene Keelor Fund of the

Fidelity Charitable Gift FundMr. & Mrs. Leroy A. King, Jr.Mr. & Mrs. Steven P. KingMr. Bruce LangfordMs. Doris LatousekLaw Offices of Peddy, P.A.Lea Charitable TrustMr. & Mrs. Francis R. Lord, Jr.Mr. & Mrs. Robert W. LubaMr. & Mrs. Dallas MabryMr. Ralph B. MacNiven, Jr.Mr. & Mrs. Kevin A. MaherMr. James G. MahnMarcomMr. Joseph & Hon. Caroline MartinoMr. Michael B. MawMr. & Mrs. Charles A. McBirneyMr. & Mrs. Thomas D. McCannMr. & Mrs. David L. MetzlerMr. & Mrs. John MillerMillstein Charitable FoundationDr. & Mrs. James A. MiniMr. & Mrs. Clay G. MizelleJohn J. Morgan, Jr. & Barbara L.

Morgan Fund of the Fidelity Charitable Gift Fund

Mr. & Mrs. Zachary T. MossNaples Concert Band, Inc.Mrs. Carolyn H. Neumann

& Ms. Marlene MacFarlaneNorthern Trust BankMs. Sandra NyleseOlds Court Corp.Olson & Dinunzio

Insurance Agency, Inc.Orion Home Inspections, Inc.Mr. & Mrs. J. A. Paradis, Jr.Mr. & Mrs. Robert E. PardueAudrey M. Petersen Revocable Trust

THANK YOUThe following individuals, families, companies and organizations contributed to the Community Foundation of Collier County between July 1, 2012 and June 30, 2013. Gifts were gratefully received through the estab-lishment of a new fund, adding to an existing fund, or contributing to an initiative of the Community Foun-dation. On behalf of the Community Foundation, we would like to thank all of our generous donors. Your support allows us to fulfill our leadership role in strengthening our community.

CONTRIBUTORS2012-2013


John D. Picotte Family Foundation, Inc.Mr. James A. PilonPrimeGroup Insurance Services, Inc.Mr. John W. RafterRobert Rathert TrustMr. & Mrs. Robert G. RaymondRichard P. Rechter Default

Charitable Lead UnitrustRichard P. Rechter 2008 Charitable Lead

Annuity Trust UADRichard P. Rechter Default Charitable Lead

Annuity TrustAdele D. Rice Charitable Lead Annuity TrustsRoss Title & Escrow, Inc.The Rotary Club of Naples Bay

Foundation Corp.The Rotary Club of Naples BayMr. & Mrs. Phillip SamsMs. Coleen M. ScarbroughMr. John L. SchroederMr. & Mrs. Jonathan R. SchulmanScott Aerator Co., LLCMr. & Mrs. John P. Scott, IIISeven Star Enterprise, LLCFrederick S. Shehadi, Jr. Revocable TrustMrs. Julia Jorgensen ShellyDavid Sherman Revocable TrustMr. & Mrs. Lloyd M. SigelMrs. Barbara B. SillMr. & Mrs. Mitchell J. SillMr. James N. SmithMr. Russell G. Smith, IISouthwest Florida Employers Assoc., LLCWilliam Speen IRA TrustDr. Raymond A. SpinelliSt. Ann ParishMr. & Mrs. Gary T. SteimanMrs. Diana K. StoneburnerMr. & Mrs. Alan L. Storm Surety Construction Co.SW Florida 49ersMichael J. Szwed Scholarship FundThe T. F. TrustT.E.D Investments

Timothy M. Talbott DDS, MS, PAMs. Erikka ThalheimerMr. Ryan TracyMs. Christine Anne Tracy-BakerTydan Construction, Inc.United Way of Central New YorkDouglas M. VanOort Living TrustMr. & Mrs. Tracy VessilloBarnie G. Walker, Jr. AgentWalter S. Gorski & Co., P.C.Mr. & Mrs. Phillip R. WashellWestminster Title AgencyWollman, Gehrke & Solomon, P.A.Wynn Properties, Inc.Mr. & Mrs. Karl R. Wyss

Bonnie Yarrington TrustFrederic Yarrington Trust

GIFTS TO DONOR DESIGNATED AND FIELD OF INTEREST FUNDSMrs. Virginia Jean AckermanMs. Joan B. BartlettElinor Bedell TrustMr. & Mrs. G. J. BiernesserMr. & Mrs. Dennis R. BlenisJeanne F. Bolds TrustMr. & Mrs. Robert E. BortzMs. C. M. BrownMs. Mary T. BrownThe Clements Foundation, Inc.Close Friend FoundationNancy B. & Howard K. Cohen

Charitable Fund of the Baltimore Community Foundation

Collier County Alumnae of Kappa Kappa Gamma

Collier County Sheriff's DepartmentMr. & Mrs. John CoyneMrs. Betty L. CunninghamJoseph N. Daley, TTEEMr. Robert M. Davidson &

Ms. Lynn M. YagerMr. James F. DerhamMr. & Mrs. Sidney DiamondBarbara Donovan TrustMs. Jane K. DohertyMs. Lucille M. DrackettMr. & Mrs. Robert A. DuffyMr. & Mrs. Thomas S. DuncanDr. Joyce EiselMrs. Katheryne M. EricksonMs. Jeanne ErnstMr. & Mrs. Howard V. EvansFirst Book DonorsMr. & Mrs. William M. FlatleyMrs. Virginia FlemingMr. & Mrs. James E. FliggMr. & Mrs. John F. FoleyGE FoundationMr. & Mrs. Thomas D. GleasonGive Them Hope DonationsMs. Susan GoldenMr. & Mrs. Jan K. GubenDorothy B. Haines TrustMs. Phyllis W. HalleneMr. & Mrs. Hal T. HansenHealthcare Network of Southwest FloridaMs. Doris P. HeldingMr. & Mrs. James M. Hobin, Jr.Ms. Dorothy J. HoelDr. Mana P. HoltzMrs. Sarah Jane HumphreyMrs. Joy IannottaMr. Frank IbarraMs. Marjorie J. JoderJPMorgan Chase FoundationDr. & Mrs. James H. KnepshieldElizabeth H. Kuhns Self Declaration of TrustMrs. Jane G. LairdMs. Barbara K. LedinskyMr. & Mrs. Richard A. LepolaMs. Janice G. LundgrenMr. & Mrs. William LynnThe Martin Foundation, Inc.

Dan E. McAllister TrustMs. Teresa A. McAllisterMr. & Mrs. William J. MeslerMr. & Mrs. Ronald E. MeyerMr. & Mrs. S. Bruce MillonMrs. Jean W. MohrMr. Carleton W. MooreMr. & Mrs. Burr J. Mosher, Jr.Mrs. Colleen M. MurphyMr. & Mrs. Stephen R. MyersAnne M. Nagan TrustMs. Carol W. NelsonPaisner Family Charitable FoundationMs. Jeanne ParePenniman Family FoundationMary Ellen W. Peter Living TrustPresbyterian Women

Moorings Presbyterian ChurchEdwin J. Putzell, Jr. & Dorothy C. Putzell

Charitable Remainder TrustMrs. Ruth P. RamboMs. Shirley Rashin SwartMr. Peter W. Schutz &

Mrs. Sheila L. Harris-SchutzDr. Joan SehdevJoan K. Slocum Foundation TrustCharles Henry Smith, Sr. FoundationMr. & Mrs. Marty R. SmithMs. Toni St. GermainSt. Monica's Episcopal ChurchMs. Frankie Anne TesterMs. Roselyn S. TravisUnited Way of Collier CountyWasmer, Schroeder & Company, Inc.Mrs. Joan M. WebsterWells Fargo Bank, NAMrs. Barbara Widman & Ms. Linda K. WyerYouth Haven

GIFTS TO AGENCY FUNDSAND AGENCY ENDOWMENTFUNDSFun Time Early Childhood Academy, Inc.Golisano Children's Museum of NaplesThe League Club, Inc.Marco Island Rotary Club Foundation, Inc.Marco Island Y.M.C.A., Inc.Naples Music Club

GIFTS TO SCHOLARSHIP FUNDSAbbey Carpet of Naples, LLCMr. Albert E. AbrahamsMr. & Mrs. Frank D. AielloMr. & Mrs. Lew F. AllynMr. & Mrs. Joseph K. AmbusAmerican Legion Post 135 Disabled War Veterans Assistance FundMr. Stephen G. AndersonAnonymous DonorsArmstrong Family FoundationMr. & Mrs. Robert T. ArnoldMs. Doris J. AtteberryMr. & Mrs. Alan L. AtterburyMr. & Mrs. Michael E. AuteraHelen Harrison Ayer Charitable Fund

of the Fidelity Charitable Gift FundMr. & Mrs. Jay H. BakerBarron Collier Partnership

“Gratitude is the memory of the heart.”

—French Proverb Quote


Mr. & Mrs. Michael BarryAlbert J. Basl, TTEEEdward T. Baur Foundation of the

Fidelity Charitable Gift FundMr. & Mrs. John M. BeemanMr. Paul G. Benedum, Jr.Mrs. Jane P. BergerMr. & Mrs. Bruce J. BergmanMrs. Sharon BernsteinThe Berry Family FoundationFrances L. Bethel Living TrustMs. Joanne C. BhattaMs. Florence K. BieberMr. & Mrs. Peter BiforaMr. Edwin BillmanMr. William E. BindleyMr. & Mrs. Richard S. BodmanMs. Eileen M. BolsterMr. & Mrs. Peter BosMr. & Mrs. Raymond BozzaccoMrs. Sumiko BrinsfieldMr. Wayne L. BromleyMr. & Mrs. Maynard H. Brown, Jr.Joanne D. Brown FoundationMr. & Mrs. William Buchanan, Jr.Buechel Patient Care Research

& Education Fund, Inc.Mr. & Mrs. John M. BurrisByrnes Family FoundationAnne D. Camalier Family TrustMs. Gillian CampbellMrs. Betty Lee CarlMr. & Mrs. Michael C. CarusoMr. & Mrs. Richard A. ChenowethCherry Family FoundationMr. Donald R. ChiericiMs. Barbara B. ChurMr. & Mrs. John M. ClarkMr. & Mrs. Joseph R. Clausen, Jr.Mr. & Mrs. Patrick J. ColettaMr. & Mrs. Robert E. ColettiMr. & Mrs. Frank W. Compolo, Sr.Ms. Margaret F. CousineauMrs. Eliza M. CrowderMr. & Mrs. E. W. CummingsMr. & Mrs. Andrew E. CumminsMs. Ellen T. CusackMrs. Leland H. DavenportMr. & Mrs. Bruce C. DavisMr. & Mrs. Idalberto M. de ArmasMr. & Mrs. John P. DebbinkMr. & Mrs. Richard P. Del BelloJames M. Den Herder TrustMs. Katharine B. DicksonThe Dickson Family Gift Fund

of the Schwab Charitable FundMs. Cathy DionMr. & Mrs. Arthur Dole, IIIMs. Lucille M. DrackettMrs. Marjorie W. DrackettMr. David C. DresslerMr. & Mrs. M. Kevin DuganMr. & Mrs. Richard L. DunnCapt. & Mrs. Peter B. EastonMr. & Mrs. John W. EavesMr. & Mrs. Richard P. Eide, Jr.Ms. Joan B. ElderMs. Elizabeth H. ElledgeEngelhardt Family FoundationMs. Mary Ann Engert

Ms. Norma L. EnghauserMs. Ethel K. EttingerMrs. Marjorie M. EvansFarrell Family Fund of the Greater

St. Louis Community FoundationMr. Stephen H. FarringtonMr. John J. FauthMr. & Mrs. Richard FayAubrey J. Ferrao TrustMr. Dennis FerrielAnne S. Fisher TrustFlanaconsulting/Flanacard InkMr. William M. FlatleyMr. & Mrs. Terrance R. FlynnOrville W. Forte, Jr., TTEEMr. & Mrs. Peter FortuneMr. Stephen W. FossMr. & Mrs. John FoxMr. & Mrs. Richard T. FrancesconiMr. William A. FrankMr. & Mrs. Joseph A. FredaMr. Charles W. GaillardGaratoni Family FoundationMr. & Mrs. John GarippaMr. & Mrs. Jean Pierre GarnierMr. & Mrs. Gary R. GarrabrantMs. Pamela P. GartinMs. Carol GauntMrs. Lavern N. GaynorAnne M. Gebbie TrustMrs. Susanne E. GeierMr. & Mrs. David T. GenuardiMr. & Mrs. Frederick M. GenungMr. William I. GeorgeMrs. Patricia GerdingMr. & Mrs. James M. GibbsMr. & Mrs. Robert K. GickingMs. Suzanne M. GillespieMs. Virginia W. GlasgowGrinstead Park Management, LLCMr. & Mrs. Henry R. Guild, Jr.Mr. & Mrs. William E. GuntonMrs. Dorothea A. HadlerMrs. Jeanette E. HakesKatherine L. Hall TrustMr. & Mrs. Francis S. HallinanMr. Wilbert HamstraMs. Ann C. Hannah

Mr. & Mrs. Robert C. HarrisMs. Mary Louise HarveyMr. & Mrs. R. James HarveyHel-Mar CorporationMs. Kate C. HenryHillenbrand Family FoundationMrs. Karin M. HolmesMr. & Mrs. Peter R. HoniballMs. Nina H. HopkinsThe Hovey FoundationMs. Ruth M. HowellMrs. Sara S. IredellIrving PropertiesMr. & Mrs. J. Dale JacksonMr. James D. JesseeThe William & Susan Johnson Charitable

Fund of the Ayco Charitable FoundationMr. & Mrs. David M. JonesPatricia S. Jorgensen, TTEEMr. & Mrs. Jan F. KantorMr. & Mrs. Frederic P. KatzMr. Mark F. KaucherMr. Paul C. KeiswettlerMr. & Mrs. William J. KeleherMr. & Mrs. Harold E. Kelly, Sr.Mr. & Mrs. Thomas KennedyMr. & Mrs. Maurice D. KentMr. & Mrs. James G. KereiakesMrs. Catherine S. KiddooDonald & Patricia Kiernan

of the Schwab Charitable FundMs. Donna King, Ms. Patty Gomez

& Ms. Deborah CookMr. Robert E. KipkaMr. Carl W. KleinknechtMr. H W. Knapheide, IIIMr. & Mrs. James E. KoonsMrs. Sherry L. O'HearnMr. Peter P. KotchDr. Michael C. KublyMr. & Mrs. John A. KuhneMr. & Mrs. Jonathan KukkMr. & Mrs. T. J. KukkMs. Mary E. LaneMrs. Gwen LangleyMr. & Mrs. Robert A. LauerMr. & Mrs. Ned C. LautenbachMr. & Mrs. Thomas Layton


Mr. & Mrs. Sam S. LeottaMr. & Mrs. Richard A. LiddyMr. & Mrs. Christopher M. LinnemanMr. & Mrs. Ernest LinnemanDr. Judith G. Lister &

Dr. Christopher C. RolandLloyd's Food Products Holding Co., LLCLinda London Bonebrake Revocable TrustMs. Peggy R. LorenceMs. Laura LoscialeMrs. Roberta D. LynchMrs. Leslie S. MaginMr. Thomas P. MaherMr. Hugo R. MainelliManhattan Construction Co.Mrs. Mary L. MarshMr. Raymond A. MasonMr. Stewart K. Materne, Jr. &

Mr. Stuart M. MaterneMcClanathan Family FoundationMs. Anita I. McCloskeyMs. Gail J. McCreadyMr. & Mrs. Michael McGavickMr. & Mrs. Michael J. McGlynnMr. Thomas J. McGuireMr. C. Anthony McMunnMr. & Mrs. James McNittMr. & Mrs. Richard McPhersonMr. & Mrs. Alvin E. McQuinnMr. & Mrs. Henry J. McVickerDr. & Mrs. Robert J. MeliMs. Jo'An H. MerzweilerMr. & Mrs. Don MignosaMrs. Catherine C. MillerMiramar Fiduciary CorporationMs. Jean M. MoakleyMr. & Mrs. Richard E. MohnMr. Vincent P. MonaMr. & Mrs. Charles P. MorganMr. & Mrs. Robert W. MorrisMr. James F. MorrisonMrs. Myra W. MorrisonMr. & Mrs. William C. MortonBetsy B. MoultonMs. Lorraine B. Mueller

Mr. & Mrs. Theodor MuellerMr. & Mrs. J. Richard MunroMs. Edith M. MurphreeMr. Vincent A. NaccaratoMr. & Mrs. Carl M. NagelMr. & Mrs. Emilio L. NapoleonMr. & Mrs. Richard B. NashNational Association of RealtorsMr. & Mrs. Thomas D. NealNetwork for GoodMr. & Mrs. M. E. NevinsMs. Karen A. NobleLinda Novak Memorial FundMs. Judy O'ConnorMr. & Mrs. William J. O'MearaMr. & Mrs. Patrick M. O'NeilMr. & Mrs. Kerry A. OldfieldMr. & Mrs. William OleyMr. & Mrs. Richard G. OnkeyMr. & Mrs. James F. OrrMr. & Mrs. R. Christophe OttMs. Frances K. OusleyMs. Christine W. PaddockMr. & Mrs. Jack H. PaleyMr. & Mrs. Ronald I. PassMr. Bruce A. PattersonMr. & Mrs. James O. PayneMs. Cheryl H. PetersDavid W. Pettler TrustMr. & Mrs. G. H. PettwayMrs. Daphne PfaffMr. & Mrs. Bernard PoussotMrs. Jean B. PrestonMr. F. G. Pruitt, Jr.Mrs. Anne T. RatliffMr. Walter T. Ream & Ms. Gloria B. HallMr. & Mrs. Robert F. Reckman

& Richard F. ReckmanMr. Thomas R. ReuscheMrs. Maureen RobinsonMr. & Mrs. Collin E. RocheMr. & Mrs. A. Courtenay RogersMr. Edward C. RorerMr. & Mrs. James J. Roth, Sr.Ms. Ellen M. RoweMs. Kimberly Sacco ThomsonHenry Salvatori Family FoundationMr. & Mrs. Patrick A. SalviMr. Joseph S. SampleMr. & Mrs. Kenneth P. SaundryMr. & Mrs. Edward L. ScanlonMr. & Mrs. John SchaffMrs. Adele R. SchiffMr. Robert C Schiff, Jr.Mr. George A. Schreiber, Jr.Mrs. Patricia SchroederMr. & Mrs. Harold S. Schwenk, Jr.Mr. & Mrs. Robert E. ScifresMrs. F. Annette ScottMr. Joseph B. Scott & Ms. Susan F. MorganMr. & Mrs. M. L. SearfossRobert & Michele Seass Charitable TrustMr. & Mrs. B. A. SellsMr. & Mrs. T. Joseph SemrodMrs. Mary Sharp, Mr. Richard Sharp

& Mr. Kenneth SharpMr. & Mrs. Donald H. Shaw, Jr.Showalter Gift Fund of the

Ayco Charitable FoundationMrs. Barbara B. Sill

Mrs. Ann C. SimpsonMr. & Mrs. Paul D. SlaterTerrance A. Smith Distributing, Inc.Mrs. Barbara SmithCarl G. Smith TrustGarnett A. Smith Family Foundation

of the Fidelity Charitable Gift FundMrs. Elsie SnyderDrs. Jonathan E. Sonne &

Rebecca W. LambertMr. Stephen B. SpanoSt. Doris FoundationMr. & Mrs. Raymond J. StaffeldtMr. Stanley StarMr. John W. SteinerMs. Marjorie P. Sterritte &

Ms. Nancy S. TheadoDr. John P. StewartDr. Steele F. Stewart, Jr. & Rev. Nancy StewartMr. & Mrs. Ronald R. StrainMr. & Mrs. Duane Stranahan, Jr.Mr. Frederick P. Stratton, Jr.Robert J. Stucker TrustMr. & Mrs. J. Hans StummSuncoast West FoundationDonald C. Sutherland Fund of the

Fidelity Charitable Gift FundMr. & Mrs. Earl A. SweenMildred L. Tappan TrustMr. & Mrs. Lloyd TarbuttonMr. Joseph M. ThomasMr. Peter A. ThomasDr. Norman B. Thomson, IIIDr. & Mrs. Norman Thomson, Jr.Mr. Gerald L. TiffanMr. & Mrs. Michael T. Timmis, Sr.Mr. Joseph G. TompkinsMarjorie L. Treadwell TrustTrinity-by-the-Cove Episcopal ChurchUnited Abrasives, Inc.Mr. & Mrs. James T. VandersliceMr. & Mrs. Roger M. VaseyMr. & Mrs. G. Sheldon VeilMr. William F. Vernon, Jr.Mrs. Mary Jeanne Villaume-BowenMr. Joseph P. VivianoJohn & Barbara Vogelstein FoundationMr. & Mrs. Dolph W. von ArxMr. & Mrs. George P. Wagner, Jr.Mr. & Mrs. William H. WaltripMrs. Alice M. WareMr. & Mrs. Martin M. WasmerMs. Sarah C. WebbMr. & Mrs. Donald C. WeedenMrs. Jane D. WentlingMr. & Mrs. Tom WheelerMr. R. V. WhisnandMr. & Mrs. Bruce WiegandMr. & Mrs. George S. WileyMr. & Mrs. Kenneth D. WilliamsWomen's Republican Club of Naples FederatedMr. & Mrs. John R. WoodMr. & Mrs. William M. YapleMr. John YeagerMr. & Mrs. Alfred M. ZeienMr. Kenneth ZeislerMs. Paula D. ZeislerDr. Charles W. Zinn


GIFTS TO UNRESTRICTEDFUNDSDr. Jody L. AlexanderMs. Mary Ellen BarrettMr. & Mrs. Thomas R. BeckerMrs. Ann E. BerlamMary Duke Blouin Revocable TrustMr. & Mrs. Christopher P. BrayMr. & Mrs. Dennis C. BrownMr. Cornelius P. CachoMr. Robert C. CarrollLois M. & Philip S. Cohen Family

Philanthropic Fund of the Jewish Federation of Cincinnati

Crnkovich Fund at the Dayton Foundation Depository, Inc.

Mrs. Sheilah M. CrowleyMr. Peter A. CullmanMr. & Mrs. Thomas F. DeckerMr. & Mrs. Edward L. DelahantyMr. & Mrs. James F. DerhamMr. & Mrs. David J. EskraMr. & Mrs. Garry EvansMr. & Mrs. Robert S. EvansFederal SignalMr. & Mrs. Eugene U. FreyMr. & Mrs. Robert B. GableMr. & Mrs. L. Scott GeorgeGolden Circle Business Solutions

dba Portico HRMr. & Mrs. Donald L. GrandiDrs. Jeffrey & Donna GreenMs. Kate C. HenryDr. Mana P. HoltzWilliam B. Hopke, Jr. Revocable TrustMr. & Mrs. Alan M. HortonMs. Sheila JensenRev. Dr. Kathleen L. KircherMr. & Mrs. John H. Kolmer, Jr.Mr. Lucious LackoreMr. & Mrs. William Laimbeer, Sr.Mr. & Mrs. Peter L. ManionConstance A. Messner TrustMr. Richard W. MillerJohn A. Mullenmaster Charitable

Remainder UnitrustMr. & Mrs. J. Richard MunroMr. Tye J. NordbergMr. & Mrs. A. Edward OwenRaymond F. Pieper TrustMr. F. Verne PowellMr. & Mrs. George M. PowellMr. & Mrs. Michael V. ReagenMr. & Mrs. Arthur J. Reiber, Jr.Mr. & Mrs. E. David RollertMr. & Mrs. David J. RyanMr. Ned R. SachsMr. & Mrs. Ronald R. SchneiderShannon Family FoundationMr. & Mrs. Dale E. ShawMr. & Mrs. Jerry R. SpragueMrs. Sandra L. SpragueStandard Motor Products, Inc.Ms. Sandra SteeleJack W. Thompson Charitable

Lead Annuity TrustsMr. & Mrs. David C. TravisMr. Robert S. TrothMs. Mary Lee Turk

Varga Signs & Decorative ArtsMr. & Mrs. Robert M. WalkerMr. & Mrs. Richard V. WashburnMr. & Mrs. Gordon R. WatsonMs. Emily WattMr. & Mrs. Harold L. Zink

GIFTS TO THE CFCC INITIATIVESAbbot DowningMrs. Virginia Jean AckermanAkerman SenterfittMs. Liz AllbrittenMrs. Theresa M. AndersonMs. Kay AndrewsAnonymous DonorMr. & Mrs. John AymarAnne W. Baldwin Revocable TrustMr. & Mrs. James N. BartonAlbert J. Basl, TTEEMrs. Diane BedranRon & Jean Bell Family TrustMrs. Jane P. BergerMrs. Ann E. BerlamMr. & Mrs. G. J. BiernesserMrs. Jane BillingsMrs. Dolly BodickBond, Schoeneck & King, PLLCRichard & Jane Borchers Family Fund

of the Minneapolis FoundationMs. Heather BorelliMr. & Mrs. Gary BorosMr. & Mrs. Christopher P. BrayMr. & Mrs. Jerry BriantThe Bristol-Myers Squibb FoundationMr. William F. BrockCornelius P. Cacho Revocable TrustMs. Susan CalkinsCallow Revocable TrustCampbell Family FoundationMr. & Mrs. Charles CampbellRev. Stephanie CampbellMs. Kelly CapolinoMs. Lorraine A. CarlsonMrs. Patricia B. CarpenterMrs. Marcia C. CarthausCAS Advisory Management, LLCCheng Management Co., LLCMrs. Beverly CherryMr. & Mrs. William E. Chipman

Carleton A. Cleveland, Jr. TrustClose Friend FoundationCoffin Family Fund of the

Fidelity Charitable Gift FundNancy B. & Howard K. Cohen

Charitable Fund of the Baltimore Community Foundation

Mr. & Mrs. Stefan J. Contorno

Mr. & Mrs. Samuel CooleyMs. Joyce T. CoughlanCox & Carlson, PLMr. & Mrs. Peter A. CullmanMr. Gordon DemaineThe Dickson Family Gift Fund

of the Schwab Charitable FundMs. Jane K. DohertyDOVIAMs. Karen ElliottMs. Rae Ann EndersMr. & Mrs. Brad EstesMr. & Mrs. Larry FaganMrs. Audrey FentonMr. & Mrs. Joseph FerrainaFineMark National Bank and TrustMs. Kathleen Flynn FoxMr. & Mrs. Terrance R. FlynnOrville W. Forte, Jr., TTEEMr. & Mrs. Eugene U. FreyMr. & Mrs. J. Craig FuehrerMrs. Lydia GaltonMrs. Lavern N. GaynorGE FoundationMrs. Dottie A. GerrityMr. & Mrs. James R. Gibson, Jr.Mr. & Mrs. Thomas D. GleasonMr. & Mrs. J. Dudley GoodletteMs. Meghan GormanDorothee D. Grant

Charitable Remainder TrustMr. & Mrs. Jan K. GubenGulfshore Insurance, Inc.Hahn Loeser & Parks, LLPKatherine L. Hall TrustMrs. Gwenda W. HansonHarmon-Meek GalleryMr. & Mrs. Frank M. HarrisMs. Kate C. HenryElma Mae Hoffman Revocable TrustDr. Mana P. HoltzMs. E. Sue HuffHughes McGrath, Inc.Mrs. Laura E. IngrahamMr. Thomas E. IngramMrs. Emily JamesJohn F. & Virginia K. Johnson Family Fund

of the Ayco Charitable FoundationMrs. Judy JorgensenJPMorgan Chase Foundation

Dr. & Mrs. Jeffrey A. KahnMr. & Mrs. Jan F. KantorMs. Judith B. KaufmanMr. Patrick E. Keesler

& Ms. Eileen Connolly-KeeslerMargaret A. Kennerly Revocable TrustMr. Charles A. Kerwood, IIIRev. Dr. Kathleen L. Kircher

“ As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.” —French Proverb Quote


Mr. & Mrs. Frank L. Klapperich, Jr.Ms. Jeannine KlumpDr. & Mrs. James H. KnepshieldMr. Alan R. KorestMs. June T. KroeschellKvetko Family FoundationMr. Kent KyleMr. & Mrs. William Laimbeer, Sr.Mr. & Mrs. James B. Lancaster, Jr.

Mr. William D. LangeMr. & Mrs. Richard A. LepolaMr. & Mrs. Graham C. LountHon. Ramiro Manalich

& Mrs. Jane Knoble-ManalichMr. Brian V. McAvoyMr. & Mrs. Thomas D. McCannMs. Kathleen McCarthyMr. & Mrs. Robert F. McCarthy, Jr.Mr. & Mrs. David G. McCurryMs. Susan MehasMr. & Mrs. Jay S. MerrittMrs. Catherine C. MillerDr. & Mrs. Charles J. MontgomeryMs. Martha L. MooreJohn J. Morgan, Jr. & Barbara L. Morgan

Fund of the Fidelity Charitable Gift Fund

Mrs. Josephine A. MorseMr. & Mrs. J. Richard MunroNaples Beach Hotel & Golf ClubNaples Money ManagementMr. & Mrs. Peter NegriGary G. Newman Family TrustScott J. Newman Revocable TrustMr. & Mrs. Gus J. NicholsNorthern Trust BankMs. Brenda L. O'ConnerMr. & Mrs. John M. PassidomoDrs. Kenneth & Egle PediniPenniman Family FoundationMary Ellen W. Peter Living TrustMs. Claudia PolzinMrs. Nancy V. PotterMrs. Anne T. RatliffMr. & Mrs. William S. ReilingMr. & Mrs. Alan D. ReynoldsMr. & Mrs. James T. RideoutteMs. Karen RollinsMr. & Mrs. Herbert J. RoweMs. Marjorie M. RubackyMrs. Anne W. Russell FosterMs. Deborah L. Russell & Mr. Elmer WheelerMr. Charles L. Rye & Ms. Susan M. ColstrupMr. Ned R. SachsMs. Jean S. SampsonMs. Gwyn P. SanfordThe Thomas G. Schneider Revocable TrustMr. & Mrs. Michael J. SchroederMrs. Helen M. SchultzNoreen R. Schumann Revocable TrustMr. & Mrs. Robert G. ScottMr. James D. SeitzSenior Care Communities, Inc.

Ms. Beverly A. SmithMr. & Mrs. David B. SmithMr. & Mrs. Walter J. SmithMrs. Delores R. Sorey &

Ms. Scarlett S. FergusonMr. Patrick S. Stayer &

Ms. Jennifer A. MurrayMs. Susan P. SteinerMrs. Jamie G. Steuer

Mr. & Mrs. Duane Stranahan, Jr.Mr. & Mrs. Robert J. StrommelMr. Thomas A. SullySunTrust FoundationDonald C. Sutherland Fund of the

Fidelity Charitable Gift FundMr. & Mrs. M. E. Tardy, Jr.Dewey & Brenda Tate Fund of the

Vanguard Charitable Endowment FundMs. Janice J. TealMs. Anne D. ThomasMr. Peter A. ThomasMr. & Mrs. William E. ThomasMr. & Mrs. Benjamin TileyMr. & Mrs. Ronald TougasMr. W. Terrell Upson

Mr. & Mrs. Everett H. Van Hoesen

Mr. & Mrs. David WahlstromMr. & Mrs. Alan H. WalkerMrs. Jennifer B. WalkerMs. Susan WarrenWasmer, Schroeder & Company, Inc.Mr. Michael E. Watkins & Ms. Ellin GoetzWells Fargo Bank, NAMs. Nadine WellsMs. Ann D. WesterfieldMrs. Linda G. WhiteMs. Mary N. WhiteThe Williams Consulting Group, LLCWillow Street Advisors, LLC

Ms. Marilyn WruckeMr. & Mrs. Harold L. Zink

HONORARIUM AND MEMORIAL GIFTSGifts to honor or remember loved ones, friends or special occasions benefit our community's charitable purposes. Gifts may be made to any established fund, or a special fund may be established to reflect the honored person's life. Memorials and Honorariums were made for the following individuals between July 1, 2012 and June 30, 2013.

IN MEMORY OF:Howard Aurelius, Jr.Melvin BernsteinHelen Bisanz Shirley BrinsfieldDavid DancePaul DauphinaisKatherine DupeeJay GatesBob GerrityVirginia GlasgowJack HakesBarry HastingsRobert HeidrickNorma HindmanJoy IanottaAshley KellyJohn S. KozlakCharles ListerDonna MacNivenVirginia MatthewsBeth MoorePat MullenJohn MyersNicole NenonDoug SzwedDonald TreadwellAshley WardJack Ware

IN HONOR OF:Linda C. FlewellingKeith KellyRev. Dr. Kathleen L. KircherMana P. HoltzMary Beth JohnsMarsha MurphyMr. & Mrs. Don PorterLinda White

Every attempt has been made to ensure that the information provided in this report is accurate through June 30, 2013. We apologize for any error or omission. Please contact our office with corrections.

“ Nothing is more honorable than a grateful heart.” — Seneca quote

35

WAYS TO GIVETYPES OF GIFTSOne of the many benefits of working with a community foundation is the ease at which we manage a variety of assets and gifts for charitable giving. A donor may utilize charitable donations and gifts by putting them towards an existing fund, or the Community Foundation can explain how to start a fund with those assets. Let us help you make your philanthropy ideas a reality.

CASHCash is the simplest way to add to or create your own fund. Your gift immediately establishes your charitable fund from which you can make grants or award scholarships.

STOCKS AND SECURITIESStocks, bonds and mutual funds that have appreciated over time provide a greater tax benefit to you than gifts of cash. They’re easily transferrable, transfer at full market value and allow you to avoid capital gains taxes.

PROPERTYTangible property or personal property such as artwork, mu-sical instruments, books, computer equipment, furniture and automobiles can be donated to the Community Foundation of Collier County.

REAL ESTATEAll types of real estate make excellent charitable gifts. Your cur-rent home, investment property, vacation homes and land can be used for charitable purposes. Often, a home is the largest asset a donor can give. You receive an immediate tax deduction for the full appraised value and avoid capital gains taxes if you’ve held the property for more than 12 months.

RETIREMENT ASSETSRetirement plans are often decimated by taxes at the end of life. Using these assets to add to or create a fund is a way to preserve their value and carry out your charitable wishes. There are also significant tax advantages for individuals age 70 and over.

LIFE INSURANCEOften, life insurance is not needed later in life. You can establish your charitable Fund by naming the Foundation as a beneficiary. You may also purchase a policy in the Foundation’s name and earn an additional tax deduction each time premiums are due.

“Change always comes bearing gifts.” — Price Pritchett

GRANTS TOTALING

$9,458,218 were issued during the period of July 1, 2012 through June 30, 2013 through the Community Foundation's grant program and donor funds.

GRANTS FROM DONOR ADVISED FUNDSA Breath of Hope Lung FoundationAble Academy, Inc.Abuse Counseling and Treatment, Inc.Adopt-A-Native-ElderAdoptaPlatoonAfrican Literacy Art and

Development Association, Inc.All God's Children, LtdAll Hands VolunteersAlliance to Protect Nantucket Sound, Inc.Alzheimer's Association - National OfficeAlzheimer's Association - FL Gulf Coast ChapterAlzheimer's Support NetworkAmerican and Foreign Christian Union, Inc.American Bible SocietyAmerican Brain Tumor AssociationAmerican Cancer SocietyAmerican Heart AssociationAmerican Indian College FundAmerican Red CrossAmericares Foundation, Inc.Anonymous GrantsAnti-Defamation League FoundationAssociation for the Preservation of Cape CodAtlanta Day Shelter for Women & Children, Inc.Audubon of Florida/Corkscrew Swamp SanctuaryAuroville International USAAve Maria UniversityAvery County Humane SocietyAvow Hospice, Inc.B'nai B'rith InternationalBaby Basics of Collier County, Inc.Bach EnsembleBall State University FoundationBaltimore Woods Nature CenterBay Colony Dollars for ScholarsBenedictine AcademyBig Brothers Big Sisters of the Sun Coast, Inc.Billy Graham Evangelist AssociationBloomington Hospital Foundation, Inc.Bonita Springs Community Prayer Breakfast, Inc.Borodino Methodist ChurchBosom Buddies Breast Cancer Support Group, Inc.Boston CollegeBoy Scouts of America-Southwest Florida CouncilBoys & Girls Club of Collier CountyBoys & Girls Club of the Tennessee Valley

“ No one has ever become poor by giving.”

— Anne Frank

GRANTS2012-2013


Brady Urological InstituteBrian Bex Report, Inc.Bright Spot Therapy Dogs, Inc.BrightFocus FoundationBritney Gengel's Poorest of the Poor Fund, Inc.Bucknell UniversityBurr & Burton AcademyCairo Public LibraryCamp SunshineCancer Alliance of Naples, Inc.Candlelighters of Southwest FloridaCape Cod Commercial Hook

Fishermen's Association, Inc.Care Club of Collier CountyCathedral of St. PatrickCatholic Charities of Collier CountyCatholic Charities in the Diocese of PatersonCatholic Charities of the Diocese of VeniceCatholic Charities of the

Archdiocese of ChicagoCatholic Inner City Schools Education FundCATO InstituteCayuga County Community

College FoundationCentral Florida ZooCentral Vermont Community

Action Council, Inc.Chabad Jewish Center of Collier County

Naples & Marco IslandThe Chapin SchoolCharity for Change, LLCChatham Conservation Foundation, Inc.Chatham Ecumenical Council for the

Homeless, Inc.Cheetah Conservation FundChild Evangelism Fellowship of

Eastern Pennsylvania Good News ClubChild Mind InstituteChildren's Advocacy Center of Collier CountyChosen People Ministries Foundation, Inc.Christian Appalachian Project, Inc.Christian Brothers of Bonita Springs

Los Hermanos, Inc.Cincinnati Zoo Foundation, Inc.Citizens Scholarship Foundation

Chatham ChapterCity of NaplesCivil War Preservation TrustClassical South FloridaClassmate Fund, Inc.Colby CollegeColgate UniversityCollege of William & Mary FoundationCollier Building Industry

Association Foundation, Inc.Collier County 100 ClubCollier County Audubon SocietyCollier County - Board of

County CommissionersCollier County Children's

Advocacy Council, Inc.

Collier County Hunger and Homeless Coalition

Collier County Public Schools-Laws of Life Contest

Colorado Water Trust, Inc.Commentary, Inc.The Community Foundation of LouisvilleCommunity Involved in Sustaining AgricultureThe Community LibraryCommunity Pregnancy ClinicCommunity School of NaplesCompetitive Enterprise InstituteCongregation Hebrew Educational AllianceThe Conservancy of Southwest Florida, Inc.Conservation Council for HawaiiCorte Madera Community FoundationCortland College Foundation, Inc.Council for Native Hawaiian AdvancementCovenant House Florida, Inc.Crayons to Computers, Inc.Crohn's & Colitis Foundation of America, Inc.Dana Hall SchoolTrustees of Dartmouth CollegeDavid Lawrence Foundation

Mental Health, Inc.Deerfield AcademyDental Outreach of Collier, Inc.Disabled American VeteransCharitable Service TrustDoctors Without Borders USA, Inc.Dorset Theatre Festival/

American Theater Works, Inc.Dorset Village Public Library Association, Inc.Down Syndrome Association

of Greater CincinnatiDr. Piper Center for Social Services, Inc.Drug Free CollierDublin School, Inc.Eagle Forum Education & Legal Defense FundEast Naples Baptist ChurchECHO, Inc.Eden Autism Services FloridaEducation Foundation -

Champions for LearningEldredge Public LibraryEmma Willard SchoolEmmanuel Lutheran ChurchEmpowerment Alliance of Southwest FloridaEngineering Ministries International, Inc.Environmental Film Festival

in the Nations CapitalEpiscopal Church of the RedeemerEric Carle Museum of Picture Book Art, Inc.ESF College Foundation, Inc.The Evan B. Donaldson

Adoption Institute, Inc.The Everglades Foundation, Inc.Falcon FoundationFamily Promise of Berks County, Inc.Farm Aid

Feed the Children, Inc.Feminist Majority FoundationFinger Lakes Land TrustThe First Parish in CambridgeFirst Presbyterian ChurchThe First Presbyterian Church

of Skaneateles, NYFirst Presbyterian Church of Bonita SpringsFlatirons Habitat for HumanityFloor Covering Industry FoundationFlorida Gulf Coast University Foundation, Inc.Florida Repertory Company, Inc.Food Bank of Central New YorkFootsteps to The FutureFoundation for Cultural Review, Inc.Foundation for Historic Christ Church, Inc.Foundation for Seminole County Public Schools, Inc.Foundation for the Developmentally DisabledFreedom Waters Foundation, Inc.Friends of Foster Children

of Southwest FloridaFriends of Gummi, Inc.Friends of HaystackFriends of Seoul Foreign School, Inc.Friends of Shishur SevayFriends of the High Line, Inc.Friends of the Library of Collier County, Inc.Fun Time Early Childhood Academy, Inc.The Fund for American StudiesThe Garden of Hope & CourageGenealogical Society of Collier CountyGeorge SchoolGeorgetown University Law CenterGeorgetown UniversityGeorgia Conservancy, Inc.Gift of Life International, Inc.Global Fund for Women, Inc.Grace Place for Children and Families, Inc.Grant Foundation

dba Hopital Albert SchweitzerGreen OpportunitiesGreenwood House Home

for the Jewish Aged, Inc.Guadalupe Center, Inc.Gulf Coast Runners Club, Inc.Habitat for Humanity of Collier CountyHabitat for HumanityHabitat for Humanity of Lee &

Hendry Counties, Inc.Hands on Atlanta, Inc.Har Sinai TempleHarry Chapin Food BankHarvard UniversityHarvest Community ChurchHaynes House of Hope


Healthcare Network of Southwest Florida Foundation

Help The Least of These, Inc.Heritage FoundationThe Hill SchoolHillel The Foundation for Jewish Campus LifeHillsdale CollegeHistory Center in Tompkins CountyHolocaust Museum of Southwest Florida, Inc.Hood College of Frederick MarylandHope for HaitiHope for LifeHope Healthcare ServicesHope Lutheran ChurchHopkins Nanjing Program CenterHospice of Cincinnati, Inc.Hospice of the Fisher HouseHumane Society of Collier CountyImmokalee Child Care CenterImmokalee FoundationIndiana University FoundationInstitute for Humane StudiesInternational Fellowship of Christians

& Jews Invisible TheatreIraq & Afghanistan Veterans

of America Foundation, Inc.Jewish Family & Community Services

of Southwest FloridaJewish Family ServicesJewish Federation of Collier CountyJewish World WatchJoe Foss Institute, Inc.John Burroughs SchoolJohn Dau FoundationJunior Achievement of SW FloridaKenan-Flager Business School FoundationKingdom Harvest, Inc.Kneads a Fresh Vision for Special EducationLambi Fund of HaitiLawyers Committee for

Civil Rights Under LawLeadership Collier Foundation, Inc.The League Club, Inc.Lee Memorial Health System FoundationLely Presbyterian ChurchLensic Performing Arts Center CorporationLeukemia & Lymphoma SocietyLiberty Youth RanchLiteracy Volunteers of Collier CountyLoomis Village, Inc.Lorenzo Walker Institute of TechnologyLow Vision Information Center

Make a Wish Foundation of South Florida, Inc.Manlius Pebble Hill SchoolMarch of Dimes FoundationMarine Corps - Law Enforcement

Foundation, Inc.MarineParents.com, Inc.Marquette University High SchoolMassachusetts Audubon Society, Inc.Massachusetts Institute of TechnologyMasters SchoolMaui Adult Day Care Center for

Senior Citizens & Disabled, Inc.Mayo Foundation for Medical

Education & ResearchMeals on Wheels of Bonita Springs Florida, Inc.Media Research Center, Inc.Medical Benevolence FoundationMemorial Sloan-Kettering Cancer CenterMercy CorpsMercy Home for Boys and GirlsMesothelioma Applied Research FoundationMinneapolis Heart Institute FoundationMinnesota Medical FoundationMiracles in ActionMisericordia HomeMonomy Community ServicesMoody Bible Institute of ChicagoMoorings Park Foundation, Inc.Moorings Presbyterian ChurchMorristown Memorial Health Foundation, Inc.Muscular Dystrophy AssociationNantucket Boys & Girls ClubNantucket Conservation FoundationNantucket Cottage HospitalNaples Art Association, Inc.,

von Liebig Art CenterNaples Botanical Garden, Inc.Naples Community Church, Inc.Naples Council on World AffairsNaples Equestrian Challenge, Inc.Naples Gulfshore Rotary Club Foundation, Inc.Naples Historical SocietyNaples Lions Club FoundationNaples Music ClubNaples Players, Inc.Naples United Church of ChristNaples Yacht Club Blue Gavel Scholarship Fund, Inc.Naples ZooNational Audubon SocietyNational Disaster Search Dog

Foundation, Inc.National Foundation for Cancer ResearchNational Jewish HealthNational Multiple Sclerosis SocietyNational Museum of

Commercial AviationNational Music MuseumNational Society of the

Colonial Dames of AmericaNational Veterans Legal Service ProgramNative American Rights FundNature Conservancy Central/

Western New YorkThe Nature Conservancy Florida ChapterNature Conservancy Vermont ChapterNature Conservancy, Inc.NCH Healthcare FoundationNeighborhood Health ClinicNew England College of Optometry

New Horizons of Southwest Florida, Inc.New Jersey Institute of Technology FoundationNew Life Ministries Free Methodist ChurchNonviolent PeaceforceNorth Star FundNorthern Neck Free Health Clinic, Inc.Northfield Mount Hermon SchoolNorthrise University InitiativeNorthshire Civic Center,

dba Riley Rink at Hunter ParkNorthside Center for Child Development, Inc.Northwestern UniversityOgunquit Playhouse FoundationOhana Makamae, Inc.Oklahoma City Community FoundationOld Deerfield Productions, Inc.Omni Montessori SchoolOnondaga Community

College Foundation, Inc.Opera Naples, Inc.Operation SmileOrranOur Lady of Perpetual HelpPace Center for GirlsParkinson's Association of

Southwest Florida, Inc.Patriots for Freedom Foundation, Inc.Pawlet Community ChurchPawlet Historical SocietyPawlet Public LibraryPawlet Scholarships, Inc.Town of Pawlet, VTPawlet Volunteer Fire Department, Inc.Philharmonic Center For The Arts, Inc.Planned Parenthood of Collier CountyPort Chester Carver Center, Inc.Portland After School Tennis, Inc.The Prentice SchoolPrimary Care Coalition of

Montgomery County MD, Inc.Prison Fellowship MinistriesProfessional Givers Anonymous of

Collier County, Inc.Project Help, Inc.Providence House, Inc.Provincetown Art Association & Museum, Inc.Provincetown Center for Coastal StudiesPuente De Amistad, Inc.Purdue Foundation


The Quest Educational FoundationRebuilding Together, Inc.Redhouse Arts Center, Inc.Redmond Lions Club CharitiesRemnant Trust, Inc.Reynolda House, Inc.Riverside Community CareRoman Catholic Diocese of Charlotte, NCRonald McDonald House Charities of SW FLThe Rotary Club of Naples Bay

Foundation Corp.Rotary Club of Naples

Charitable Foundation, Inc.Royal Oak Foundation, Inc.Rutgers University FoundationRutland Area Visiting Nurse Association, Inc.Rutland Health Foundation, Inc.Saint Daniels Catholic ChurchSaint Francis Community Services, Inc.Saint Joseph Social Service CenterSalt of the EarthSalvation ArmySalvation Army of the Syracuse AreaSankaty Head Foundation, Inc.Santa Fe OperaSanta Fe YMCASarah Lawrence CollegeSconset Trust, Inc.SeawebSenior Friendship Centers, Inc.Seven Hills SchoolShakespeare in Paradise, Inc.Shelter for Abused WomenShetland Sheepdog Placement Services

of NJ, Inc.Shriners Hospitals for ChildrenSightline InstituteSisters of the Humility of MarySmile Train, Inc.Smokey House CenterSoldiers ProjectSolebury SchoolSouth Londonderry Library AssociationSouthern Poverty Law Center, Inc.Southern Vermont Arts CenterSouthwest Florida Community FoundationSouthwestern Vermont Health Care Corp.Special Olympics of Collier CountySpecial Operations FundSpecial Operations Warrior FoundationSt. Andrew's PreschoolSt. Ann School Foundation, Inc.St. Frances Cabrini Roman Catholic ChurchSt. John the Evangelist Catholic ChurchSt. Joseph's SchoolSt. Mary's Roman Catholic ChurchSt. Matthew's HouseSt. Therese Foundation, Inc.St. Vincent de Paul Society, Inc.St. Williams Catholic ChurchSteve Rummler Memorial FoundationSummit Medical Center Health FoundationSunlight of Collier County, Inc.Susan Odell Taylor School for ChildrenTax FoundationTemple Congregation Ohabai SholomTemple Rodef ShalomTheta Delta Chi Educational Foundation, Inc.Tides CenterTilton Library

Timken Museum of ArtTree of Life ChurchTrinity-by-the-Cove

Episcopal ChurchTripp Memorial

Foundation, Inc.Tumani Fund USA, Inc.Turning Point, Inc.United States

Olympic CommitteeUnited Way of

Collier CountyUniversity of Florida

FoundationUniversity of Massachusetts

at Amherst Alumni Association, Inc.

University of Massachusetts Foundation, Inc.University of MiamiUniversity of South Dakota FoundationUniversity School of NashvilleUnwanted NYC Pets, Inc.Upper St. Clair Band Parents AssociationUpward Bound of Unity, Inc.USF FoundationVantage Health SystemVassar CollegeVermont Catholic Charities, Inc.Vermont ETV, Inc.Vermont Food BankVermont Public RadioVermonters for a Clean Environment, Inc.Vienna Presbyterian ChurchVisiting Nurse Association of Chittenden

& Grand Isle CountiesVistamar SchoolVoices For Kids of Southwest Florida, Inc.Washington National Eye Center, Inc.Wellesley CollegeWest Pawlet Volunteer Fire Department, Inc.WGBH Educational FoundationWGCU Public MediaWGCU-TVWheaton CollegeWheelchair FoundationWhitaker Center for Science and the ArtsWMHT Educational

Telecommunications, Inc.Women for Women InternationalWomen's Resource Center of

Northern Michigan, Inc.The Woods Hole Research CenterWorld Vision, Inc.Wounded Warrior Project, Inc.Yale UniversityYampa Valley Land Trust, Inc.YMCA of Monroe County, Inc.YMCA of the PalmsYoung LifeYouth Haven

GRANTS FROM DONOR DESIGNATED AND FIELD OF INTEREST FUNDSAlzheimer's Association - National OfficeAmerican Cancer SocietyAmerican Diabetes AssociationAmerican Heart Association

National Bequest CenterAmerican Institute for Cancer ResearchAmerican National Red CrossAmerican Red CrossAnonymous GrantsArthritis Research Institute of AmericaAudubon of Florida/

Corkscrew Swamp SanctuaryAvow Hospice, Inc.Bosom Buddies Breast Cancer

Support Group, Inc.Boys & Girls Club of Clinton CountyBoys & Girls Club of Collier CountyBrightFocus FoundationCancer Alliance of Naples, Inc.Care Club of Collier CountyCatholic Charities of Collier CountyCelebration Community ChurchChoate Rosemary Hall Foundation, Inc.Christian Appalachian Project, Inc.Colgate UniversityCollier County Audubon SocietyCollier County Junior Deputies League, Inc.Collier Harvest FoundationColumbia Law SchoolThe Conservancy of Southwest Florida, Inc.Delta Tau Delta Educational Foundation, Inc.EarthjusticeEdison State College Foundation, Inc.Education Foundation -

Champions for LearningFirst BookFlorida Christian CollegeThe Fort Wayne Rescue Mission

Ministries, Inc.Friends of the Library of Collier County, Inc.Fun Time Early Childhood Academy, Inc.Glenwood School for Boys and GirlsGrace Place for Children and Families, Inc.Great Lakes Christian CollegeGuadalupe Center, Inc.Habitat for Humanity of Collier CountyHanover CollegeHealthcare Network of

Southwest Florida FoundationHealthy Start Coalition of SW FLHistorical Society of Western PennsylvaniaHumane Society of Collier CountyI HOPEImmokalee Child Care CenterInternational Lutheran Layman's LeagueKenilworth ChurchLorenzo Walker Institute of Technology


Mayo Foundation for Medical Education & Research

Memorial Sloan-Kettering Cancer CenterMennonite Disaster ServiceMiami Children's Hospital FoundationMiddlebury CollegeMoorings Park Foundation, Inc.NAMI of Collier CountyNaples Christian ChurchNaples High SchoolNaples Players, Inc.National Children's Cancer Society, Inc.National Wildlife FederationNCH Healthcare FoundationNeighborhood Health ClinicNorth Naples United Methodist ChurchOhio State University FoundationPace Center for Girls of Lee CountyParents Television Council, Inc.Parkinson's Association of

Southwest Florida, Inc.Philharmonic Center For The Arts, Inc.Planned Parenthood Federation

of America, Inc.Planned Parenthood of Collier CountyRCMARotary Club of Naples Charitable FoundationSalvation ArmySalvation Army National Corp. HeadquartersSeeing Eye, Inc.Shelter for Abused WomenSt. Ann Catholic ChurchSt. Francis Academy, Inc.St. John Neumann High SchoolSt. John's Episcopal ChurchSt. Jude Children's Research HospitalSt. Matthew's HouseSt. Vincent de Paul Society, Inc.Sunrise Community of Collier County, Inc.Trinity-by-the-Cove Episcopal ChurchU.S. English Foundation, Inc.United States Fund for UNICEFUnited Arts Council of Collier County, Inc.Unity School of ChristianityUniversity of Colorado FoundationWGCU Public MediaWGCU-TVThe Women's Fund of Southwest FloridaYouth Haven

GRANTS FROM AGENCY AND AGENCY ENDOWMENT FUNDSCatholic Charities of the Diocese of VeniceCollier Harvest FoundationFun Time Early Childhood Academy, Inc.Literacy Volunteers of Collier CountyMarco Island Rotary Club Foundation, Inc.Naples Music ClubNorthside Naples Kiwanis Foundation, Inc.Special Olympics of Collier County

GRANTS FROM SCHOLARSHIP FUNDSAnonymous GrantsBarry UniversityBonita Springs School, Inc.Building Trades Education ServicesChildcare Education Institute

The College of New JerseyCollege of the Holy CrossColumbia UniversityEdison State CollegeEdison State College,

Collier CampusExpress Language CenterFlorida Gulf Coast UniversityFlorida Southern CollegeFlorida State UniversityGold Coast SchoolsHodges UniversityHope CollegeITT Technical InstituteJohnson & Wales UniversityKaplan Test PrepKeiser UniversityLeadership Collier Foundation, Inc.Lexington Theological SeminaryLorenzo Walker Institute of TechnologyMarshall UniversityMilwaukee Community Sailing CenterNational Academy of Sports MedicineNova Southeastern UniversityRasmussen CollegeRochester Institute of TechnologySaint Leo UniversitySchool of the Art Institute of ChicagoSouthwest Florida CollegeSt. John Neumann High SchoolStetson UniversityThe Training DomainTrine UniversityUniversity of Central FloridaUniversity of FloridaUniversity of MiamiUniversity of North FloridaUniversity of South FloridaUniversity of TampaUniversity of North Carolina at GreensboroYale University

GRANTS FROM UNRESTRICTED FUNDSAble Academy, Inc.Avow Hospice, Inc.Bayshore Cultural and Performing

Arts Center, Inc.Care Club of Collier CountyCharity for Change, LLCChildren's Advocacy Center of Collier CountyCollier Animal Rescue, Inc.Collier County Audubon SocietyCollier County Housing Authority

Land Acquisition New Develop, Inc.Collier County Hunger and Homeless CoalitionColumbus International High SchoolColumbus Museum of ArtCommunity Pregnancy ClinicDavid Lawrence Foundation

Mental Health, Inc.Drug Free CollierEducation Foundation -

Champions for LearningEntrepreneur Society of Naples, Inc.Foundation for the Developmentally DisabledFreedom Waters Foundation, Inc.Friends of Fakahatchee, Inc.Friends of Rookery Bay

Fun Time Early Childhood Academy, Inc.Grace Place for Children and Families, Inc.Greater Marco Family YMCA, Inc.Greater Naples AAUW Charitable FoundationGulfshore PlayhouseHaitian Coalition of Collier County, Inc.Harry Chapin Food BankHodges University FoundationHolocaust Museum of Southwest Florida, Inc.Housing Development Corporation

of SW FloridaHumane Society of Collier CountyImmokalee Child Care CenterImmokalee Housing & Family ServicesInterfaith Action of Southwest FloridaK is For Kids Foundation, Inc.League of Women Voters of

Collier County Education FundLegal Aid Service of Collier CountyLighthouse of Collier, Inc.Literacy Volunteers of Collier CountyLucky Parrot Refugee & Santuary, Inc.Mental Health Association

of Southwest FloridaMontessori Academy of Naples, Inc.Naples Alliance for ChildrenNaples Concert Band, Inc.Naples Garden Club, Inc.Naples Historical SocietyNaples Lions Club FoundationNaples Orchestra & Chorus

dba I Musici Di NapoliNaples ZooNeighborhood Health ClinicNew Horizons of Southwest Florida, Inc.Oklahoma City Community FoundationPlanned Parenthood of Collier CountySalvation ArmyShy Wolf Sanctuary, Education

and Experience Center, Inc.St. Matthew's HouseStudent Farmworker AllianceThe Susan G. Komen Breast Cancer FoundationTheatreZone, Inc.United Cerebral Palsy of SWFloridaYMCA of the PalmsYoung LifeYouth Haven Every attempt has been made to ensure that the information provided in this report is accurate through June 30, 2013. We apologize for any error or omission. Please contact our office with corrections.


RELIGION

$567,493

INTERNATIONAL

$94,582

Statement of Financial Position

ASSETS 2013 2012

Cash and Cash Equivalents $772,132 $3,409,374

Cash and Cash Equivalents Held for Investment $3,757,741 $3,670,714

Certificates of Deposit $2,343,344 $983,398

Accrued Interest Receivable $53,985 $60,700

Investments $55,088,959 $52,701,564

Receivables, Net $6,500 $3,500

Convertible Debentures, Net - -

Split-Interest Agreements $2,091,717 $2,605,252

Property and Equipment, Net $7,768 $1,558

Other Assets $35,572 $34,680

TOTAL ASSETS $64,157,718 $63,470,740

LIABILITIES AND NET ASSETS

LIABILITIES

Grants Payable $97,347 $54,477

Accrued Expenses $96,777 $125,867

Funds Held For Agencies $2,580,258 $2,588,641

Annuity Obligations $660,653 $859,659

Total Liabilities $3,435,035 $3,628,644

NET ASSETS

Unrestricted

Board Designated Endowment Funds $34,372,996 $33,332,949

Donor Advised Funds $22,840,915 $22,138,552

Operating Funds $1,417,055 $1,765,343

Total Unrestricted Net Assets $58,630,966 $57,236,844

Temporarily Restricted

Split-Interest Agreements $2,091,717 $2,605,252

Total Net Assets $60,722,683 $59,842,096

TOTAL LIABILITIES AND NET ASSETS $64,157,718 $63,470,740

FINANCIALSGRANTS FOR FY 2013

$9,458,218

HEALTH CARE

$2,459,137

HUMAN SERVICES

$1,702,480

ENVIRONMENT

$945,821

COMMUNITY IMPACT

$472,911

EDUCATION

$2,175,390

ARTS

$1,040,404

2013 Summary Financial Statements for the Year Ending June 30, 2013


TRANSFER OF WEALTHWhether Collier County is your hometown or the place you now call home—you have a lot invested here.

Collier County offers a quality of life and tropical am-biance that is irresistible to full-time and part-time residents and vacationers alike.

But if you look beyond the pristine beaches, lavish oceanfront homes, luxurious culinary delights and upscale shopping venues—you will see a community in need.

DID YOU KNOW...31% of children under the age of 18 are living at or below

the poverty level in Collier County.1

13.4% of female senior women live in poverty.2

24% of Collier County residents do not have health insurance.3

Our opportunity to transform the commu-nity we enjoy is NOW. In 2012, Florida Philanthropic Network commissioned a “Transfer of Wealth” study to understand what might happen to wealth as Baby Boomers begin to retire and pass their assets on to the next generation. The study revealed a possible transfer of $52 billion in Collier County.

Consider this—if we captured just 5% of $52 billion—that would translate into $735 million for this community in the next 10 years.

Endowing $735 million would spin off $34 million each year to address needs and challenges facing children, women, elderly, families, the homeless, the hungry, human services, public safety, unemployment, education, health care, the arts, environ-ment and wildlife.

Endowments create a permanent source of income. Nonprofits can set up an Agency Endowment Fund at the Community Foundation of Collier County for as little as $10,000. We man-age the assets for you and you decide when to access the funds.

Pooling assets at the Community Foundation of Collier Coun-ty reduces expenses and enables your fund to accept a wide va-riety of gifts. We bring visibility to your endowment fund and protect its permanence and purpose—FOREVER. You have a lot invested here—help us endow Collier County’s future.1U.S. Census Bureau2Florida Legislature Department of Economic and Demographic Research3Collier County Health Department


BMO PRIVATE BANKCORPORATE PARTNER

800 Laurel Oak Drive, Naples, FL 34108 | 239.592.2470 bmoprivatebank.com

Pictured: Amy Hale, Director, Wealth Advisor

BMO Private Bank is honored to be a partner of the Community Foundation of Collier County Women’s Initiative Network.

BMO Private Bank’s commitment to the communities it serves extends far beyond serving the financial needs of

our clients. It also includes sincere dedication to making a difference in the lives of others. BMO has been a pioneer in recognizing the contributions women can make in building a strong business. Our history as an organization boasts the first female bank officer in the state of Wisconsin, a special-ized banking division to serve women customers who were managing their own money, and a task force for women to help eliminate barriers in the workplace. BMO has been steadfast in its commitment to supporting women’s causes in it corporate culture and in its philanthropic endeavors in local communities.

We reinforce our commitment to women’s issues by being a proud sponsor of the 2014 Women of Initiative luncheon. BMO Private Bank applauds the work the Women’s Initia-tive Network is doing to strengthen our communities.

BMO Private Bank’s focus on Women & Wealth both na-tionally and globally will assist us to be a resource to all wom-en in Collier County. Our goal is to be a premier resource to serve the financial needs of women. We will accomplish this through thoughtful research and programs focused on edu-cating women in our local communities with relevant topics. One of our messaging platforms this upcoming year focuses on Women & Philanthropy: Creating a Legacy. We are excited to bring this research, powerful information and correspond-ing program to the women of Southwest Florida.

Established in 1817, BMO Financial Group is a highly diversified global financial services provider. With total assets (in the United States) of $542 billion as of January 31, 2013, and more than 46,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers.

Annual Report Sponsor


BOND, SCHOENECK & KING, PLLCCORPORATE PARTNER

Our firm is proud to partner with the Community Foundation of Collier County because it allows us to provide our clients with unparalleled knowledge concerning both current and likely future community needs, as well as providing information and insight about a wide range of philanthropic support services.

In addition, we are pleased to support the Community Foundation through our financial contributions and by

volunteering. We see the immediate benefits of the Foun-dation’s focus on unmet community needs throughout the Southwest Florida Region, as well as the long-term benefits provided by its endowment operating model.

With 115 years of dedicated client service, Bond 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 Community Foun-dation of Collier County, the United Way, the American Red Cross, the Salvation Army and the Harry Chapin

Food Bank. The firm also 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 extra-or-dinary funding.

In summary, Bond feels a responsibility to be a good cit-izen; to make sustained efforts to contribute across a broad spectrum of efforts and causes; 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 rein-force its tradition to give back to those communities from which we gratefully derive our collective livelihoods.

4001 Tamiami Trail North, Suite 250, Naples, FL 34103 | 239.659.3800bsk.com

Pictured L to R: William L. Owens, Thomas K. Rinaldi, C. Neil Gregory, F. Joseph McMackin, III, Kelly A. Johnson, Adam C. Kerlek, James D. Dati, Lenore T. Brakefield



CICCARELLI ADVISORY SERVICESCORPORATE PARTNER

Our family, our company and those we serve understand living in a community means believing in the community. Whether a seasonal or full-time resident, our personal lives and business legacies become centered here. Partnering with the Community Foundation of Collier County is a perfect fit for the work we do.

Thirty five years ago, the dream of this town we call home, Naples, became reality to our family. We have

watched the community develop and grow, not only in population, but in its sensitivity for the future of the place we call home. The Community Foundation of Collier County since 1985 has endeared us to better bridge the relationship of family, community and philanthropy. As we assist in designing a legacy plan, the Community Foundation ensures it is carried out; enabling donors and professionals to set a philanthropic vision in motion with

the tools, knowledge and resources to match those that need and desire them. Many charitable endeavors exist here, most with a focused audience, mission and purpose. Reality is that giving spans over many multi-generational family members and multiple charitable organizations. With change and growth a constant of our community, a strong and balanced foundation is necessary. The Commu-nity Foundation dynamically serves this role and we are privileged and proud to be affiliated with them.

3066 Tamiami Trail North, Suite 202, Naples, FL 34103 | 239.262.65779240 Bonita Beach Road, Suite 3300, Bonita Springs, FL 34135 | 239.495.2242casmoneymatters.com

Pictured L to R: Paul Ciccarelli,CFP®, CLU®, ChFC®, Jill Ciccarelli Rapps,CFP®, Raymond Ciccarelli, Kim Ciccarelli Kantor, CFP®, CAP™, Anthony Curatolo, Carol Girvin, Lynn Ferraina



CLASSICAL SOUTH FLORIDA – 88.7 FMCORPORATE PARTNER

The mission of Classical South Florida 88.7 FM is to enrich the minds and nourish the spirit of our community through the art, availability and advocacy of classical music.

As part of the American Public Media Group, we are proud to say that each week up to 300,000 people

listen to classical music programming provided by the Classical South Florida network, making us the largest local broadcaster of classical music in the State of Florida. As such, we believe that working with our Community Partners we can enrich the lives of our listeners and donors. As a partner, we recognize the value the Community Foundation of Collier County brings to our radio station.

Additionally, we partner with local arts organizations to assist them in fulfilling their goals and expand the audience that knows about the wonderful cultural fabric of the arts in our area. Working with organizations like Artis—Na-ples, Opera Naples, ArtsNaples World Festival, Naples Art Association, Naples Music Club, Classical Chamber Concerts, CAPA Bayshore and Vanderbilt Presbyterian

Church—we are able to introduce a wider audience to the beauties of classical music. The power of classical music has been proven through the ages and we are proud to be a part of expanding the reach of the power of this music. As a part of fulfilling our mission we bring talented young musicians to the forefront and feature them in our events throughout the region. Join us in the upcoming season and hear these wonderful young musicians—live in your community, or enjoy on-air programs like “From the Top,” a preeminent showcase for young musicians from around the country.

Celebrate with us the cultural beauty of our community during this year, meet our very talented young people at our receptions and events and share classical music with your community of colleagues.

999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108 |239.290.9433classicalsouthflorida.publicradio.org

Pictured: Claudia Polzin, Elizabeth Boeder



è BELLA MAGAZINECORPORATE PARTNER

Empowering, inspiring and investing in the potential of women and girls are top priorities for both orga-

nizations. The Community Foundation has the structure to fulfill on those priorities and è Bella magazine has the ability to raise awareness and resources for addressing current and changing issues facing women in our area.

The magazine connects the community to the positivity and power of women supporting women, thus raising the consciousness of women as a dynamic force. The Wom-en’s Initiative Network is a fabulous example of women supporting women, as well as the power of women in our community.

è Bella provides charities with a voice, bringing aware-

ness to their resources, needs and activities to help them thrive. The Community Foundation’s Center for Nonprofit Excellence has also addressed the needs of charitable or-ganizations by offering training and assistance throughout the year.

So many women in our community—and those involved in the Women’s Initiative Network—are shining examples of real people making a real difference. By sharing their stories with the rest of the community, we hope to inspire and empower others to follow suit.

è Bella and the Community Foundation are real and empowering resources!

1750 J&C Boulevard, Suite 5, Naples, FL 34109 | 239.598.0961ebellamag.com

e Bella magazine is proud to be an ongoing Community Foundation of Collier County Women’s Initiative Network partner. Our individual intentions, to make a difference for women, are so closely aligned that it’s only natural to work together toward that end.



GULFSHORE INSURANCE, INC.CORPORATE PARTNER

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.

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 strongly aligns with the mission of the Community Foundation… “to be the community leader and driving force that brings nonprofit organi-zations, corporate entities and philanthropic individuals together for a common purpose—to serve and better our community.”

Gulfshore Insurance is committed to enhancing our com-munity through programs that help make it a better place 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, denomi-nations and socio-economic status.

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; Avow Hospice; Habitat for Humanity; Humane Society Naples; St. Matthew's House; and The Shelter for Abused Woman & Children.

4100 Goodlette Road, Naples, FL 34103 | 239.261.3646gulfshoreinsurance.com

Pictured: Michelle Gleeson, Gregory Havemeier, Brad Havemeier



LIFE IN NAPLES MAGAZINECORPORATE PARTNER

745 12th Avenue South, Naples, FL 34102 | 239.692.8267lifeinnaples.net

Partnering with the Community Foundation is a solid choice and a natural fit for us. It is a pleasure to support those who support others; it is also a Naples characteristic that makes this community so unique.

Living here for the past 20 years we have discovered that no one actually retires; they just reinvent them-

selves, set new goals and continue to make a difference. The wealth of human capital in our community is beyond measure and none of it is wasted. Recognizing that there may be new citizens to Naples who are as yet unaware of the Foundation's service to the community, we would like to help change that. The full scope of service and advocacy programs that the Foundation provides crosses

age and economical barriers. As the owner and publish-er of the magazine Life in Naples, we look forward to increasing community awareness while highlighting the activities and the specific programs of the Community Foundation. Using community leaders who have the financial expertise, funds have been prudently managed over the years enabling grants to worthy causes and a legacy of which we can all be proud.

Pictured: Sandra Buxton, Reg Buxton



JPMORGAN CHASE & CO.CORPORATE PARTNER

With a strong commitment to the neighborhoods we serve, JPMorgan Chase’s philanthropic goal is to be the catalyst to meaningful, positive and sustainable change within our highest need neighborhoods and communities across the globe.

We focus our giving on local nonprofits that support affordable housing, economic development, financial

empowerment and workforce readiness.In Collier County, our partners provide a range of ser-

vices to our most at-risk neighbors. Through the Commu-nity Foundation of Collier County, we are proud to partner with Habitat for Humanity of Collier County on creating homeownership opportunities for families in East Naples.

Additionally, we helped seed the Naples Botanical Gar-den and Collier County Schools New Culinary, STEM and Social Enterprise Partnership. This innovative program brings the classroom into the garden, giving students a hands-on learning experience around sustainable garden-ing, healthy living and fresh food preparation.

As a partner to the Guadalupe Center, JPMorgan Chase provides support for their Tutor Corps program, which

provides high quality workforce readiness skills and college preparation for teens in Immokalee. And, our grant to the Boys and Girls Club of Collier County provides high school students in Immokalee with after-school programs and mentors focused on education and career development, and character and leadership development.

We take pride in helping people and communities achieve their financial goals and create stronger founda-tions for future generations. Through corporate giving and Foundation grants, we gave more than $190 million to thousands of nonprofit organizations across 42 states, the District of Columbia and 37 countries around the world in 2012; more than $6 million of that was put to work in Florida. In fact, The Chronicle of Philanthropy recently named JPMorgan Chase among the top 10 most charitable U.S. companies.

850 Park Shore Drive, Naples, FL 34103 | 239.263.1301jpmorgan.com

Pictured Seated L to R: Barbara Imbert, Lisa Merritt, Shanna Short; Standing L to R: Greg Hunter, Tom D’Amore, Royce Reed



NAPLES DAILY NEWSCORPORATE PARTNER

1100 Immokalee Road, Naples, FL 34110naplesnews.com

Pictured L to R: Samo Smrekar, Rocco Bovenzi

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 celebrate our 90th anniversary this year, the Naples Daily News is committed to its continuing mission

of supporting the Southwest Florida community. 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.

In addition to community organizations, we also sup-port our own local chapter of Newspapers in Education. The Newspapers in Education (NIE) program is dedicated locally to strengthening literacy by providing more than 400 educators in Collier and south Lee counties with newspapers for their classrooms.



NORTHERN TRUSTCORPORATE PARTNER

Northern Trust is honored to be a Corporate Partner with the Community Foundation of Collier County.

We are pleased to support an organization so beneficial to a broad spectrum of organizations.

In that same spirit, 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 Northern Trust’s local corporate con-tributions, 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 efforts and gifts, Northern Trust has been able to provide numerous matching gifts to further the impact of every qualified

donation. Northern Trust gave 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 North America” 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 due largely to the opportunities afforded to the company through the clients and communities we serve.

Northern Trust remains fully focused on providing our clients, respected local professionals and community or-ganizations 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 | 239.262.8800Downtown: 375 Fifth Avenue South, Naples, FL 34102 | 239.262.5560northerntrust.com

Pictured Seated L to R: Ronald Ciesla, Cherry Smith, Daniel Hickey; Standing L to R: Martha Marland, Linda Flewelling, Gail Neuharth


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.


THE NAPLES BEACH HOTEL & GOLF CLUBCORPORATE PARTNER


851 Gulf Shore Boulevard North, Naples, FL 34102 | 239.261.2222naplesbeachhotel.com

Pictured: Michael Watkins

Family owned and operated, The Naples Beach Hotel traces its community roots to 1946. In these 67 years, three generations of the Watkins family—Henry Sr., Henry Jr., Mary, Henry III, Bernadette, Mike and Ellin Goetz—have made community support integral to their business philosophy.

Through land donations such as Cambier Park, lead-ership 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 community institutions. It is the intention of the Hotel to remain involved with our growing community 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 com-munity creates numerous opportunities to support worthy causes. The Community Foundation offers the means to identify those that most closely match our giving philoso-phy, at the same time assuring that our contributions are put to their most effective use.

We proudly support: Bosom Buddies; Children’s Advo-cacy Center; Fun Time Early Childhood Development Center; Habitat for Humanity; Project Help; Community Foundation; Corkscrew Swamp Sanctuary; Champions for Learning; Edison Community College; Florida Gulf Coast University; Immokalee Child Care Center Foundation; Ju-nior Achievement; Naples High School; Leadership Collier; Naples Community Hospital; Trinity by the Cove Church; Everglades Foundation; Naples Community Hospital; Neighborhood Health Clinic; River Park Aquatic Center; Cancer Alliance of Naples; American Heart Association; Avow Hospice; Conservancy of Southwest Florida; Naples Zoo; Naples Philharmonic League; United Arts Council; The Audubon Society; Conservation Collier; Naples Botan-ical Garden; Cambier Park Playground Project; Naples Art Association; Sunlight Home; and Naples Historical Society.


From creating jobs to volunteering time and making impactful financial contributions to nonprofit organi-

zations, community involvement is an important com-ponent 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 Community Foundation of Collier County provides firms like WSC an ideal vehicle for managing the char-itable component of our business. As a Corporate Part-ner, numerous benefits are available including access to Community Foundation resources, knowledge, expertise, stewardship and other valuable administrative functions.

We strongly support the Community Foundation of Collier County and we encourage other firms to explore the benefits of becoming a Corporate Partner.

600 Fifth Avenue South, Suite 210, Naples, FL 34102 | 239.263.6877wasmerschroeder.com

Pictured: Michael Schroeder, Martin Wasmer

WASMER, SCHROEDER & COMPANY INC.CORPORATE PARTNER

For over 26 years, philanthropy has been a cornerstone of Wasmer, Schroeder & Company’s (WSC), business philosophy.



WILLOW STREET ADVISORS, LLCCORPORATE PARTNER

The private wealth management services provided by Willow Street Advisors allow clients to safely put their resources to work to help them achieve their most important goals and philanthropic objectives.

9132 Strada Place, 2nd Floor, Naples, FL 34108 | 239.596.9080198 W. Portage Trail, Suite 105, Akron, OH 44223 | 330.923.303814235 U.S. Highway 1, Juno Beach, FL 33408 | 561.762.8668willowstreetadvisors.com

Willow Street Advisors, LLC was founded by Chris Bray, Rich Stevens and Dave Kearns—former senior

executives of a top ten U.S. bank and trust company. With over 50 years of combined professional wealth manage-ment experience, the founders started the firm in response to client demand. The firm was formed to provide excep-tional and unbiased comprehensive wealth management services including investment management, trust admin-istration and tax consulting. Clients of Willow Street Advisors know that they can depend on a dedicated team of experienced investment, tax, estate and financial plan-ning professionals who provide comprehensive, objective and substantive wealth management counsel. The result is an integrated and well-coordinated strategy spanning multiple generations. The private wealth management services provided by Willow Street Advisors allow clients to safely put their resources to work to help them achieve

their most important goals and philanthropic objectives. Accordingly, the firm approaches client relationships, built on trust and integrity, as long-term investments that last an entire lifetime. 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.

We proudly support: The Community Foundation of Collier County; The Naples Zoo; The Naples Art Associ-ation at The von Liebig Art Center; The Conservancy of Southwest Florida; Helps Outreach Ministry; Ave Maria School of Law; New Horizons of Southwest Florida; The Naples Players at Sugden Theater; Grace Place for Chil-dren and Families; Pregnancy Resource Center of SWFL; American Cancer Society Relay for Life; The YMCA of the Palms; and Big Life Ministries.




What we offer:PERSONALIZED SERVICEWe make giving easy, flexible and effective, accepting a wide variety of gifts, including cash, stocks, property, bequests and more. Donors can leave personal legacies by establishing a charitable fund in their name or the name of a loved one, and they can be personally involved in recommending the uses of their gift.

LOCAL EXPERTISEOur professional staff has an in-depth understanding of the issues, opportunities and resources that shape your commu-nity. We can help donors learn more about the agencies and programs that impact the areas they care about most.

COMMUNITY LEADERSHIPWe invest in the long term and bring people and organiza-tions together, convening diverse voices to address local issues and needs. Our business is community building.

What we do:MANAGE CHARITABLE FUNDSWith a variety of funds to choose from, our expert staff will help you craft a strategy to make a difference in the world in the ways that matter most to you.

GROW ENDOWMENTSAn endowment speaks to the sustainability of a community and the desire of people in the present to make sure that gen-erations are ensured the same or better quality of life.

ASSIST CORPORATE PHILANTHROPY PROGRAMSFrom initial vision to implementation, we help companies achieve their unique philanthropic goals. We offer Customized Philanthropy Services. We provide a full range of consulting services to individuals, corporations, private foundations and nonprofit organizations. Find out how you can benefit from our expertise in grantmaking, nonprofit accounting, investment management, donor engagement and more.

GRANTMAKINGThe Community Foundation will fund grants to improve the capacity of the nonprofit organization, and support innova-tive, new or existing programs and services that address a documented community need.

The Community Foundation of Collier County aims to be the community leader and driving force that brings nonprofit organizations, corporate entities and philanthropic individuals

together for a common purpose—to serve and better our community. By utilizing our community knowledge and focusing our efforts on raising assets, we can provide maximum impact with our grantmaking. Not only does the Community Foundation want to develop the vital internal systems of nonprofit organizations, but by funding integral community programs and projects—together we can reach great heights in Collier County and beyond. At left: The Foundation’s first grants, awarded in 1986, included seed money for a new agency—The Shelter for Abused Women—and support for construction of the band shell in Cambier Park. Pictured from left: William Oberhelman, Ned Putzel and Bill Barnett.

The Community Foundation of Collier County is in compliance with the National Standards for Community Foundations as set forth by the National Council on Foundations.

Your generosity has and will continue to create positive change in our world, our community.

If and when the time is right to consider a nonprofit in your will, we hope you will consider using the

Community Foundation of Collier County.

CREDITS

Writer/Project Management Kali Horton, Community Foundation of Collier County

Photography Nick Shirghio, Brynn Bruijn

Layout/Design & Editing Beth Armstrong, Sherry Paprocki, Cayla Stanley Gulfshore Life Magazine

Printing Trend OffSet Printing

THANK YOU!

COMMUNITY FOUNDATION OF COLLIER COUNTY2400 Tamiami Trail North, Suite 300 Naples, FL 34103

Phone 239.649.5000 Fax 239.649.5337cfcollier.org

community foundation of collier county annual report fy 2013

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