the power of philanthropy · william d. lange suzanne lount brian v. mcavoy j. richard munro john...

The Power of Philanthropy2012–2013 Annual Report

Community Foundation of Collier County

2 Board of Trustees

3 The Year in Review

4 Board, Committees and Staff

6 All About Funds

Knowledge 11 Resource Guide to Collier Nonprofits

14 Collier 211

18 The Center for Nonprofit Excellence

Community20 Immokalee

22 Women’s Philanthropic Network

26 Celebration of Philanthropy

Corporate Philantrophy28 Corporate Partners for 2013

Funds47 Funds at the Community Foundation 1985-2012

Gifts and Grants

51

Financials

62

Professional Advisors Council

64

Publisher Community Foundation of Collier County

editors Jane Billings, Susan Utz

Contributors Mary Ellen Barrett, Mary George, Marsha Lewis, Karen Warnken

layout & design Presstige Printing

PhotograPhy Annette Kirk, Nick Shirghio

Community Foundationof Collier County

Contents

Corporate Partners29 BNY Mellon Wealth Management

30 Bond, Schoeneck & King, PLLC

31 Comerica Wealth Management

32 Gulfshore Insurance, Inc

33 Wells Fargo

34 The Naples Beach Hotel & Golf Club

35 Abbot Downing

36 Naples Daily News

37 Northern Trust

38 Harmon-Meek Gallery

39 Wasmer, Schroeder & Company Inc.

40 Hahn Loeser & Parks LLP

41 Willow Street Advisors, LLC

42 JPMorgan Chase & Co.

43 Classical South Florida

44 Finemark National Bank & Trust

45 é Bella Magazine

46 Ciccarelli Advisory Services, Inc.

Our Mission

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

the PoweR oF PhilAnthRoPy

2 | www.cfcollier.org THe Power of PHilANTHroPY | 3

2012-2013 boARd

oF tRustees


For the past 27 years, the Community Foundation of Collier County has been in a unique position to serve as the primary philanthropic resource for donors and nonprofits in our community. In 2012, the Foundation’s board launched a new strategic plan which will sharply focus its efforts over the next several years on strategic grantmaking and providing leadership to help solve problems in identified areas of community needs.

As we launch our new plan, I am very pleased to announce that the Board successfully concluded its search for a new President and CEO. Eileen Connolly-Keesler, who has enjoyed a most successful twelve years as CEO of the Oshkosh, Wisconsin Community Foundation, will be joining us on January 1, 2013. As head of her Foundation, she grew the endowment from $20 million to almost $80 million, established numerous funds focused on the interests of the community and became the leading, public-spirited citizen of her area.

I want to thank Mary George, who has operated as Acting CEO since May of 2012, and the Foundation’s capable staff for helping to keep progress moving forward. Without their leadership and support, we could not have accomplished the results we have enjoyed.

Finally, I want to thank you for your continued support of our wonderful organization. The current Board of Community Foundation of Collier County recognizes the debt of gratitude owed to the many previous Trustees and other principal supporters who have made the Foundation such a major contributor to the strength of our community. It is our commitment to sustain that leadership.

Chair, Board of Trustees

Alan M. Horton, Board Chair Elect, Mary George, Vice President Community Investment, Thomas D. McCann, Board Chair

Eileen Connolly-Keesler

The Powerof Philantrophy

the yeARin Review

L to R (back row): Christopher P. Bray, John D. Fumagalli, Dennis C. Brown

L to R (sixth row): Paul W. Dresselhaus, Alan M. Horton, Suzanne Lount

L to R (fifth row): Brian V. McAvoy, Thomas D. McCann, Mana P. Holtz

L to R (fourth row): Kim Ciccarelli Kantor, John F. Sorey, III

L to R (third row): Mario Valle, Christine R. Flynn, Mary George, John J. Morgan

L to R (second row): Jennifer B. Walker, Deborah L. Russell, Patricia A. Jilk

L to R (bottom row): J. Richard Munro, Harold L. Zink, Kathleen L. Kircher

Not pictured: William D. Lange


ExECutivE CommittEE mEmbErsThomas D. McCann – ChairAlan M. Horton – Chair ElectKim Ciccarelli Kantor – SecretaryDennis C. Brown – TreasurerChristopher P. Bray – Immediate Past ChairJohn J. Morgan, Jr.

Deborah L. Russell

Paul W. DresselhausChristine R. FlynnJohn D. FumagalliMana P. HoltzPatricia A. JilkKathleen L. KircherWilliam D. LangeSuzanne LountBrian V. McAvoyJ. Richard MunroJohn F. Sorey, IIIMario ValleJennifer B. WalkerHarold L. Zink

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

Community GrAnts APProvAl CommittEE Harold l. ZinkKathleen L. KircherThomas D. McCannJ. Richard MunroHeidi Varsames

ArtsJames t. rideoutteRick FumoDelores Sorey

Educationben tileyJeanne BoldsPatricia A. JilkDuane Stranahan, Jr.Jennifer B. Walker

EnvironmentAnne FosterSusan CalkinsLinda DiazCarol Ethier Hudak

Health CareJinny JohnsonHorace W. BerntonDonald L. GrandiSusan GoldenMarty Watson

Housing & HungerJoseph FosterJeffrey CecilBarbara DesanzoEmily Watt

social servicesAnn CampbellKaren ConleyJan EustisNancy Wolfe

GovErnAnCEChristopher brayAnn E. Berlam Dottie GerrityAlan M.HortonThomas D. McCannJennifer B. Walker

invEstmEntJohn J. morganChristopher P. BrayKim Ciccarelli KantorWilliam D. LangeNed R. Sachs

Gordon R. Watson

FinAnCE CommittEEDennis C. brownAlan M. HortonThomas D. McCannJohn J. MorganDeborah L. RussellJohn F. Sorey III

AuDit CommittEEPaul DresselhausDennis C. BrownThomas IngramRamiro Manalich

DirECt CHAritAblE ACtvitiEs (rEviEW CommittEE)Alan m. HortonPatricia A. JilkKathleen L. KircherJ. Richard MunroMario ValleHarold L. Zink

ProFEssionAl ADvisors (ExECutivE CommittEE)William D. langeKevin CarmichaelPaul DresselhausGrey HoltzBrian McAvoyEllen Vanderburg

WomEn’s PHilAntrHoPiC nEtWorK (stEErinG CommittEE)lisa merrittMary BaronSusan DaltonBeverly CherryLu DrackettChristine FlynnMyra FriedmanSue HuffMana HoltzKathleen KapnickSuzanne LountJo Ann RemingtonAnne Welsh McNulty

2012-2013 boARd oF

tRustees &Committee

membeRs


Vice President of Administration & Finance

KArEn m. WArnKEn

Acting President & CEO mAry GEorGE

Marketing CoordinatorsusAn utZ

Accounting Manager Cory mErrill

Vice President of Nonprofit Programs

mAry EllEn bArrEtt

Vice President of Communications

& Women’s Philanthropic NetworkJAnE billinGs

Office Administration & Support

lillA P. AsmunD

Financial Services Representative

AnnEttE KirK

Manager of Donor Services

mArsHA lEWis


2012-2013 stAFF


First book-Collier County In 2005, a group of individuals passionate about early childhood literacy founded First Book-Collier County. Their mission was to provide new books to children in need, addressing one of the most important factors affecting literacy – access to books. In the beginning, they had just enough funds to give 4,000 books to pre-K children across Collier County. Through the efforts of dedicated volunteers, experts in education, sound management and the contributions of generous donors the fund has grown to where they can distribute 50,000 books a year. First Book-Collier County supporters are proud to acknowledge there are over 310,000 books in the homes of children from low-income families in Collier County – homes where there used to be no books at all. First Book-Collier County is a designated fund at the Community Foundation.

Funds


The Community Foundation manages over 450 funds. The philanthropic goals of our fundholders are as distinctive as they are creative. No two fundholders have the same story, but they all share the same goal – to make a positive difference in the well-being of our citizens and our communities. We hope you enjoy a sampling of some of these wonderful stories:

FunDHolDErs mAKinG A DiFFErEnCE noW!

bernton Family Fund Dr. Horace and Connie Bernton, (Connie and Bud) were very active in their community of Montgomery County, Maryland, so in 2006, when they decided to spend more time in Collier County, it was a natural next step to learn more about the special needs of their new community. Connie notes, “We’re very happy to participate in the programs of the Foundation as it is a window through which we have become aware of the needs of the Collier County community.” Bud adds, “We are delighted with the focus and outreach of the Community Foundation of Collier County, it makes us greater stakeholders in our wonderful community!” The Berntons use their Donor Advised Fund to give to their favorite nonprofits in Collier County and to favored institutions nationwide.

Judy b. & David m. Jones scholarship Fund David and Judy wanted to create a scholarship to help bridge the gap for the kids who really needed support and were falling through the cracks. Those students from middle-class families, they could be single-parent families, or families hit hard by the economy who are struggling just to pay the bills; for them, it’s just not possible to put one or more kids through college. The Jones’ scholarship is for Barron Collier High School students who have achieved good grades, and whose families need financial support to cover college expenses and have been neglected by other assistance programs. David and Judy have found it so rewarding getting to know the students personally, they see firsthand the impact they have made on their lives. Many of the students write to them throughout their college careers, keeping them up-to-date on their lives. For David and Judy they didn’t want to wait until they were gone to give back, life is precious and they wanted to enjoy the rewards of giving now.


Funds

Fresh start Fund for Abused Women Created in 1995, Fresh Start was founded by a group of local women who for many years assisted abused women. The women who apply for Fresh Start Fund grants have already taken the first steps to getting away, and staying away from an abusive situation – these women are trying to make a “fresh start” free from abuse. However, as they prepare to start a new life free from abuse, they are often unable to survive independently because of the lack of financial resources for day-to-day living expenses. Faced with the overwhelming impact of paying rental deposits, utility hook-ups, child care, or acquiring transportation, in many cases the women give up and go back to the abuser. The Fresh Start fund seeks to provide these financial resources. Fresh Start is a designated endowed fund at the Community Foundation.

For a compete list of all funds, please see pages 47 - 51

Designated Fund

Donor Advised Fund

Scholarship Fund

Designated Endowed Fund


top Five reasons People Give through the Community Foundation of Collier County

1. We accept a wide variety of charitable assets and offer a maximum tax advantage for most gifts under federal law.

2. One gift to a Donor Advised Fund gives you a tax break now and the freedom to make your charitable decisions later.

3. Our fees are invested back in to the community.

4. Your gift can significantly impact the local community and address highest priority needs.

5. By establishing an endowed fund, the legacy of your named gift is guaranteed to live forever.

Funds

Fund Now

The Community Foundation of Collier County currently administers over 450 individual funds. For a minimum gift of $10,000 you may create a fund now or for the future through a planned gift.

CrEAtE A FunD noW

Give now – Enjoy the benefits of your Philanthropic Dollars at Work with a Donor Advised Fund

• First, decide what type of fund suits your individual goals. Donor Advised funds are the most flexible and popular product the Foundation offers. The Foundation also administers many diverse scholarship funds.

• Decide how you would like to make a contribution to establish your fund. You may contribute cash, securities or other property valued at $10,000 or more.

• Select a name for the fund, complete and sign a simple agreement form.

• Receive a tax deduction at the time the fund is established and when additional contributions are made.

• You and/or individuals you select are immediately able to recommend grants to be made in Collier County or anywhere in the country.

• You can manage your fund online, view your gift and grant history, and make recommendations for grants at any time.

Fund Now and for the Future

Funds

A bequest is often the simplest way to make a lasting gift to your community. One of the greatest benefits of working together with the Community Foundation and your professional advisor is that once your estate plan is established, the details of your philanthropic goals can be easily changed at anytime and for no cost, by contacting the Foundation.

The late Eleanor B. Sweet, a long-time resident of Naples, wanted to ensure her assets would work forever for the benefit of the community and the causes she loved. Eleanor planned for a designated endowment leaving perpetual gifts to the Humane Society of Collier County; Miami Children’s Hospital; the Salvation Army; Trinity-by-the-Cove Episcopal Church; St. Jude’s Children’s Research Hospital, and entrusted an unrestricted portion of her estate to the Community Foundation for community needs as they arise.

CrEAtE An EnDoWED FunD For tHE FuturE

Designated

Many families and individuals establish a designated fund at the Community Foundation of Collier County because they want to make a long-term difference in a community, cause or organization. The knowledge that their gift will keep-on-giving to organizations or causes that reflect their values is of great personal satisfaction.

In order to create a perpetual source of income for the named charities the vast majority of designated funds are endowed. A significant benefit of this type of fund, for the fundholder and the nonprofit, is that because of the Foundation’s prudent investment policies the charities will receive a reliable, annual source of income in the donor’s name. Another benefit to the fundholder is that the Foundation’s Board provides oversight to ensure that the grants from the fund are used for charitable purposes.

other types of Endowed Funds:

• unrestricted – you can support changing community needs by providing unrestricted support. Donors may create a separate Endowment Fund or donate to the Foundation’s Unrestricted Endowment that will support current and future needs.

• Field of interest – you can support specific areas of interest such as human services, healthcare, education or another broad area. By naming a program area and not a specific organization, flexibility exists to meet the ever-changing needs of the community.

• scholarship – Scholarship funds provide support for individuals who are pursuing an education, whether they’re high school graduates earning a college degree or nontraditional students who are returning to the work force.

• Community Foundation Field of interest Endowed Funds – Women’s Philanthropic network Fund – The purpose of the WPN Endowed Fund is to provide a permanent pool of funds in Collier County to help young girls at risk, female heads of households in need and senior women and caregivers in times of hardship.

Charity for Change Harry Chapin Food Bank Habitat for Humanity Trinity-By-The-Cove Episcopal Church


Theresa M. Anderson Fund

William D. Anderson Fund

John B. Armentrout Memorial Fund

Frances D. Armentrout Fund

The Mindy & Sherif Baha El Din Nature Conservation Fund

Ave Maria University Fund in Memory of Caroline F. Baker

Garry & Nancy Bean Family Fund

Cairns Family Fund

Hugette Louise Castaneda Tree of Peace Fund

Ansel M. Chandler Fund

Louis M. & Patricia A. Daniel Fund

Derham Tea Fund (in memory of Thelma, Earl & Alice)

Louis H. & Susan Dingerdissen Fund

Jack R. Doolittle Memorial Fund

Richard G. Ford Charitable Gift Annuity Fund

William & Carolyn French Fund

Diane R. & Edmond A.B. Garesche, III Family Fund

Jay & Lee Gates Fund

Jim & Nancy Gibson Animal Welfare Fund

George P. & Christine Ginos Memorial Fund

Bernice & George Grossteiner Endowment Fund for a More Compassionate Community

Elmer & Jean Grunow Fund

Habitat for Humanity of Collier County Fund

Elizabeth S. Hall Fund

Marvin John & Phyllis Hollands- Robinson Fund

Alan & Beverley Horton Fund

Robert & Roberta Hurd Scholarship Fund

Nancy Reed Ickes Fund

Iten Family Fund

Judy B. & David M. Jones Family Fund

Bonnie R. & Edward J. Kant Family Fund

Karpas Family Fund

George R. & Joyce H. Kempton Family Fund

Dennis Kilcoyne & Dietrich E. Zimmerman Charitable Fund

Rev. Kathleen L. Kircher Fund

G. Edna Krentz Fund

Laimbeer Children’s Welfare Fund

Lancashire Family Fund

Peggy T. McIntire Fund

Charles J. & Mary Lee Montgomery Fund

NCH Healthcare System Endowment Fund

Roy & Carolyn Neumann Fund

Sandra & Noel Osborne Scholarship Fund

Nancy V. Potter Fund

James D. & Joan M Proud Fund

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

Carleen & Robert Reckman Fund

David S. & Barbara L. Reynolds Family Fund

Adele D. Rice Lead Trust Fund

Rosenzweig Family Foundation Fund

Alice Dorethy Ross Fund

Holland T. & Mary Jeanne Salley Fund

Ching W. & Charles W. Schueddig Fund

Jane G. Shaeffer Fund

Merrill H. Shaeffer Fund

Shellhorn Family Fund

Joan C. & Peter H. Shipman Fund

Jefferson A. Simpson Fund

Mr. & Mrs. Russell Sineni CGA Fund

Helen M. Strong Fund

Thomas & Elizabeth Sully Fund

Tallmadge Fund

Jack & Virginia Thompson Fund

Dr. Donald & Carmilla Ullrich Family Fund

Milton & Miriam Wolfson Fund

Funds

The AlbrechtLegacy Society

The Albrecht Legacy Society recognizes individuals who have established a fund and plan on including the Community Foundation in their estate plans. You can leave a powerful legacy by having the Community Foundation realize your charitable intent.

Beverley and Alan Horton Faye and Jim Derham

Resource Guide to Collier Nonprofits

KnowledGe

tHE FounDAtion’s rEsourCE GuiDE to ColliEr nonProFits

At the core of the Foundation’s leadership strategy is the transition to being a truly knowledge-based organization by collecting data on charitable giving, nonprofit organizations, nonprofit leadership and community needs. This quest for definitive information started in 2008, when the Foundation launched the Resource Guide to Collier Nonprofits, which today profiles over 200 organizations on our website, www.cfcollier.org.

The following pages provide a summary of current data from the Resource Guide. It includes information from 202 nonprofits serving Collier County that have registered with the Community Foundation in the past year. We encourage donors, volunteers, community leaders and corporations to visit the Guide on our website to gather detailed information on individual nonprofits, and compare and analyze organizations with each other in order to make personal and corporate funding decisions.

According to the National Center for Charitable Statistics (NCCS), public charities (501c3s) accounted for 70 percent of all registered nonprofits in 2009 and grew 47 percent. These charities reported $1.40 trillion in revenue, $1.40 trillion in expenses, and $2.53 trillion in assets in 2009. Economically, health nonprofits were the largest, accounting for 60 percent of revenues and 41 percent of assets. Education nonprofits were second and higher education institutions alone accounted for 10 percent of all revenue. Combined, hospitals and higher education accounted for over two-thirds of all nonprofit assets.

Collier County nonprofits – revenue and Expenses

Collier CountyCollier County

tHE FounDAtion’s rEsourCE GuiDE to ColliEr nonProFits

The same is true for Collier County. More than $1 billion dollars in revenues were reported last year to the IRS from Collier County nonprofits. Of the revenues reported in the Resource Guide (approx. $179 million) come from public contributions (private donations and corporate gifts). Ten agencies reported a total of $101 million in contributions, more than half of all reported. 157 organizations raised the remaining $78 million. 68 organizations or one-third of all organizations report less than $100 thousand in total revenues. (Note that some 35 agencies reported no private donations). But the Collier County landscape is fledgling in contrast to many northern cities. 33 percent of Collier agencies have no full-time staff and 20% reported all-volunteer (no staff). Of the 202 agencies reporting in the Resource Guide, only 11 organizations reported more than 50+ staff members. Other information on Collier County nonprofits can also be found on the Foundations website at www.cfcollier.org.

KnowledGe


Collier County Collier County


KnowledGe

Collier County



KnowledGe

Collier 211

Collier 211 was launched in February, 2012, and it has been a year since the Community Foundation of Collier County initiated the campaign to start up Collier 211 Information and Referral, a much needed service for individuals and families in need. In that time, the Foundation secured three years of operating costs, identified 500 community resources, created a website for users at www.Collier211.org, and launched a grassroots awareness campaign to Spread the Word to those in need.

In response to these alarming findings, the Community Foundation started the Families in Need Fund – supported by the Alfred and Vera Goodman field-of-interest fund. The Goodman endowment fund was part of an estate plan, set up by the donor to support human services in areas of most immediate and critical need. The Foundation recently awarded a grant from the Families in Need Fund to Catholic Charities to expand their services to families in Collier County. Nonprofit providers tell us that a small stipend can make a huge difference to a family on the brink of homelessness.

Through the Foundation’s leadership, the grant was matched by the Women’s Philanthropic Network Fund and leverages federal HUD dollars. The result is that grants from the endowment doubled the assistance available, especially for those “falling through the cracks.” Next steps include increasing financial partnerships for collaborative efforts by area agencies, data collection, and case management.

ColliEr 211 – ColliEr’s First inFormAtion AnD rEFErrAl systEm

FACTS ABOUT COLLIER 211

Since the February, 2012 launch, 1300 callers have received referrals to nonprofits, government programs and organizations offering free or reduced fee services in Collier County

• 66% of callers are female• 75% of callers are non-Hispanic, 22% are

Hispanic/Latino•Majority of callers were between the ages

of 35 and 59•Majority of calls were from East Naples and

Golden Gate

The plan for the next two years is to continue to raise awareness for Collier 211 and increase the community information available to nonprofits, especially those organizations that regularly use the 211 database to help their clients. Nonprofits and the community also benefit from monthly reports on caller feedback.

The findings and the data being collected have already informed the Foundation about a significant need in the community. The majority of calls are from female heads of households calling in need of financial assistance, especially for rent and utility subsidies. Many times these families are on the verge of being evicted from their homes. The agencies involved are reporting that these requests for assistance have doubled in the past year due to the economy and that many people are not eligible for subsidies.

KnowledGe

Collier 211

Collier 211 – business of the month: In March, 2012, the Community Foundation of Collier County’s Collier 211, LLC had the great honor to receive the Business of the Month Award from the Collier County Board of Commissioners. The award is presented to an organization that has enhanced the community through financial, volunteer and active involvement in organizations and programs that assist in creating a better quality of life for all citizens in Collier County.

The Business of the Month is celebrated each month in the Greater Naples Chamber of Commerce’s monthly publication of Business Currents.

inFormED GrAntmAKinG


In February of 2011, the Board of Trustees of the Community Foundation of Collier County awarded over $150,000 in grant money to start up and operate Collier 211 for 3 years. Using this grant as leverage, the Foundation received more than $450,000 from the following community partners and contributors:

COLLIER 211 FOUNDING FUNDING PARTNERS

Wasmer Schroeder & Company

United Way of Collier County

Kapnick Family Fund

Collier County Sheriff’s Office

SWFL Healthcare Network

Youth Haven of Collier County

The Martin Foundation

Richard and Maureen Schulze Fund

Sheila Smith Davis Fund

Marcia and Bates Lea Fund

“The United Way of Collier County is proud to support Collier 211 and be part of a collaborative effort of many funding partners which will result in making this most needed service available to everyone in our community.”

—Steve Sanderson, Executive Director United Way of Collier County

“Collier 211 is a terrific resource for our community. It puts our residents in touch with the services they need and helps keep 911 lines open for emergency calls.”

—Sheriff Rambosk

The data from 211 provided the needed information for the Foundation to approach the Agua Fund to co-invest in and support senior women in need in Immokalee. Anecdotal information is important to start to address this issue, but data is needed to identify specific needs. The Community Foundation, with the financial support of the Agua Fund, a private foundation with a donor advised fund, brought agencies in Immokalee together to survey seniors and pinpoint needed services.

The result of a survey, completed by 14% of senior population in Immokalee between ages 55 and 85, shows that 42% of seniors live alone, 63% had income of less than $10,000 and 64% were renters. In particular, 150 seniors were in critical need of rental and utility assistance and transportation, especially to doctor appointments and grocery shopping.

One of the biggest issues facing senior women is the lack of affordable housing in Collier County. In Collier County, 50% of senior women renters spend over 35% of their income on housing as opposed to 23% of senior women homeowners.

In Collier County senior women have the lowest median income at $23,031. With such low incomes, it is not surprising that the majority of single households living below the poverty level are senior women. Many senior women in Collier County are in reasonable jeopardy of out-living their money.

Armed with this information and data from Collier 211, the Community Foundation is now helping to coordinate services through a collaborative effort between five agencies offering rent and utility vouchers and coordinated transportation. The work is just a start to addressing the issues, and efforts to join with other grantmakers have already begun. Next steps include creating greater access to primary dental care, and coordinating home repairs and donated equipment.

KnowledGe

Collier 211

KnowledGe

Collier 211

inFormED GrAntmAKinG


KnowledGe KnowledGe

The Center for Nonprofit Excellence (CNE) is a program funded by the Community Foundation of Collier County (The Foundation). The Foundation believes that well-managed nonprofit organizations make the most of the dollars they receive from donors and that an investment in building the internal capacity of nonprofit organizations benefits the entire community.

CEntEr For nonProFit ExCEllEnCE

the Center for nonprofit Excellence customizes training to a nonprofit organization’s needs. topics include:

• Understanding fiduciary responsibilities and legal liabilities of Boards

• The Board’s fund development commitments

• Board/Staff responsibility - clarification

• Building the “right” board for your organization

• Marking committees work

• Identifying customers

• What are our organizations strengths and weaknesses?

• Is our mission relevant for tomorrow’s needs?

• What are our results and how do we monitor them?

CHS Healthcare Foundation Lighthouse of Collier, Inc.CHS Ronald McDonald Advisory Council Montessori Academy of NaplesCouncil of Hispanic Business Professionals Naples Equestrian ChallengeDental Outreach of Collier County Naples Garden ClubFlorida Society for Ethical Ecotourism Naples Historical SocietyFriends of Foster Care Naples Music Club

Friends of the Philharmonic Naples Orchestra & ChorusFun Time Naples Pathways CoalitionGreater Naples Leadership Parkinson’s AssociationImmokalee Childcare Care Center The Humane Society NaplesLeague of Women Voters United Arts CouncilYouth Haven

Of unique value are the custom retreats on “Board Best Practices.” In a recent evaluation 93 % of participant organizations reported they had implemented positive changes in their organizational structure as a result of information they learned at the retreats.

From July 1, 2011 to June 30, 2012 the following organizations contracted with the Center for Nonprofit Excellence to facilitate custom trainings and retreats.

In July 2012, the CNE offered two premier seminars that reached a total of 85 nonprofit staff and volunteers. The first was a collaboration with the Naples Daily News and was hosted by their marketing and business development team headed by Shawna Devlin, and was held at their offices on Immokalee Road.

CEntEr For nonProFit ExCEllEnCE CollAborAtions

nAPlEs DAily nEWs “marketing your message” – A Four-Part series

Participants learned strategies to leverage their message as a tool for success; to develop and launch a strategic marketing plan and to use branding to help increase capacity by growing volunteer and financial supporter base. Key topics included:

• Defining your targets

• Seeking return on investment

• The art of your message

• Distribution channels for your information

• PR leverage points

• The digital landscape

• Linking goals to digital solutions

• Event marketing plans

• Increasing your network for ongoing marketing

The second was a nationally recognized offering from the Center on Philanthropy at Indiana University, and was held in partnership with Hodges University at their Nichols School of Professional Studies.

HoDGEs univErsity“Principles and techniques of Fund raising”

“Principles and Techniques” is the definitive training program for fundraisers. This course provides participants with the framework for operating a successful total development program for their nonprofit. In this course participants learn to: Identify and validate prospective donors, manage the fund raising process, build an annual fund donor base that keeps on giving, cultivate and solicit major gifts … and more. The course includes a 700-page study guide and workbook, and counts for professional credits towards CFRE certification.

Center for Nonprofit Excellence

Center for Nonprofit Excellence


Community Community

The Foundation’s focus on Immokalee started in 1999, with the forming of the Empowerment Alliance, a partnership with Collier County government and the USDA to address the critical needs of Immokalee families that live below the poverty level. While Immokalee has 10% of the County’s population, it has 41% of the population that live below the poverty level in Collier County.

The Community Foundation, in response to the urgent need of this rural community formed three collaborations around emergency needs, housing and early child education. The Foundation then identified new partners from private and corporate foundations to help leverage financial and human assets.

Together, the Foundation with the help of its partners, and grants of more than $850,000, have raised to a new level of awareness, both locally and nationally the issues that plague Immokalee.

immoKAlEE nonProFit nEtWorK

Population in 2010: 24,154 Population change since 2000: +22.2%

Males: 13,352 (55.3%) Females: 10,802 (44.7%)

Immokalee’s high percentage of male to female residents is a result of the migrant labor pool of men working the fields in the agriculture industry.

Age Median resident age: 26.6 years Florida median age: 41.3 years

There are approximately 9,000 children who live in Immokalee, 6,000 of them are school age. Approximately 2,500 children are under 5 years old. Over 40% of children are born to single mothers. 88% of the school body qualifies for free and reduced fee lunch.

Estimated median household income in 2009: $23,616 (it was $24,315 in 2000) Immokalee: $23,616 Florida: $44,736 Estimated per capita income in 2009: $8,738

To date, economic development in Immokalee has not kept pace with surrounding communities. Nearly half of Immokalee families still live below the poverty line, earning a median wage of approximately $20,000. Persistent poverty is the result of low educational attainment; 76% of all the adults in Immokalee have less than a high school education, and more than half of adults 25 years old or older failed to complete 9th grade.

Estimated median house or condo value in 2009: $107,410 (it was $56,000 in 2000) Immokalee: $107,410 Florida: $182,400 Median gross rent in 2009: $664

Housing in Immokalee has not kept pace with population growth and over-crowding is a huge problem. There are approximately 5,700 units in Immokalee, which equates to approximately 7.5 persons per household. Furthermore, almost 50% of the homes in Immokalee have less than 3 rooms, while in the rest of Collier County that figure is 13%.

Outcomes range from serving 150 home-bound seniors, mostly women, all the way to matching state scholarships for early childhood education. Co-investments from the Partners also supported emergency rental and utility assistance for more than 100 residents and housing re-hab in two communities.

tHE FACts

ImmokaleeNonprofit Network

ImmokaleeNonprofit Network

Agua Fund Bank of AmericaComerica JPMorgan

The Laimbeer FamilyMartin FoundationStranahan Foundation Wells Fargo

PARTNERS TO THE IMMOKALEE INITIATIvE

William Laimbeer’s Family Fund supports Immokalee’s Children


Community Community

Mission: To increase the endowment funds available to help women and girls in Collier County, and to build in all women a sense of empowerment through philanthropy.

WomEn’s PHilAntHroPiC nEtWorK

informed Grantmaking: Since 2008, the Women’s Philanthropic Network (WPN) has granted a total of $146,510 to the following local nonprofit organizations:

senior resources were funded through Collier Senior Resources and the Leadership Coalition on Aging.

At-risk Girls were funded through the Boys & Girls Club of Collier County.

Caregiver support was funded through Alzheimer’s Network, Parkinson’s Association, Jewish Family & Community Services and Care Club.

51 Honoree Grants of $500 each were given in the names of the 51 Women of Initiative for the past five years to their local charity of choice.

leadership and Education: Members of the Women’s Philanthropic Network (WPN) may choose to participate in leadership and educational opportunities.

Empowered to Lead is a new leadership series created in response to feedback from members wanting to enrich their personal, professional and philanthropic lives. Empowered to Lead was launched in 2012 and the initial series was a sell-out.

the following are the topics for 2013:

• “Tallahassee – What Women Need to Know” A discussion with State Representative, Kathleen Passidomo

• “Understanding the Hidden Rules of Poverty” A presentation by Mary Ellen Barrett, Director of the Center for Nonprofit Excellence.

• “It’s Your Money Honey!” A panel of WPN members from different professional fields will answer questions and facilitate a discussion on important legal and financial information women need to know.

Junior Women of initiative: Many WPN members enjoy the chance to volunteer with other members. This program is an opportunity to help build life skills, share experiences and mentor a wonderful group of at-risk girls.

Launched in 2005, in partnership with the Boys & Girls Club of Collier County, this program has expanded and matured and is now entering its ninth successful year. This year sees the greatest number of participants with seventeen girls from 6th & 7th grades, and thirty mentors.

Families in need will be the focus of the WPN grants for 2013. These grants are in response to the recent alarming statistics gathered from Collier 211, the information and referral service launched by the Community Foundation in 2012. Due to the economic crisis, the greatest number of calls for help are from female heads of households on the verge of being evicted from their homes. These grants will help support a collaboration of private and public agencies tasked with finding the best solutions to this problem, such as assistance with rental subsidies and utility payments.

The Women’s Philanthropic Network (WPN) is the only organization in Collier County dedicated to building an endowment to support the unmet needs of women and girls. The benefits of this endowment are many, but foremost, this endowment guarantees that, even through difficult economic times, there will always be a source of funding available to address the challenges facing women and girls in our community - now and in the future.

Grant monies are raised through a combination of the investment income of the WPN Endowed Fund and special events. In order to sustain a minimum of $50,000 per year in grants, the goal of the WPN is to grow the endowment to $1,250,000 to support the unmet needs of women and girls in good times and in bad.


Women’s Philanthropic Network


WPN Empowered to Lead Series

Junior Women of Initiative

Lisa Merritt, Chair of the WPN Steering Committee at the December Member Luncheon


networking and social: There are many opportunities for WPN members who want to be engaged through networking and social activities. There are two signature events at unique venues throughout the community. The first being the Women of Initiative™ Awards Luncheon: Hosted by the Women’s Philanthropic Network, this annual luncheon honors ten women who through their charitable activities and leadership have helped influence and sustain positive change in the lives of the citizens of our community.


The Women of Initiative™ Awards is now entering its fifth year and is building upon the precedent set sixteen years ago by the Women of Style. There is an active alumnae group of 130 honorees that welcome each year’s incoming class with several traditions, including the announcement of the incoming honorees at the December Meeting.

The December Annual member meeting & report is another opportunity for WPN members to network and learn more about the current year’s grantmaking program, the results of previous grants and get the latest information on challenges facing women and girls in Collier County.

An exciting new WPN membership opportunity is the WPn member-Connect. This is an exclusive, member-only e-mail network where you can connect with other members to ask questions or share information and resources unique to Collier County. In addition to resources and referrals, members can share upcoming social opportunities or plan small group events.

The Women’s Philanthropic Network Honor Society is for those WPN members whose cumulative giving total is more than $1,000. We thank you for your generous contributions to the work of the WPN. Your gift is helping secure a brighter future for women and girls in Collier County.


lifetime memberMs. Parker Collier

$50,000 - $60,000Ms. Mana Holtz***

$40,000 - $50,000Ms. Lucille Drackett***

$10,000 - $14,999Ms. Patty Baker***Ms. Mary Baron***Ms. Tiffany Billings***Ms. Dawn Litchfield Brown***Ms. Christine Flynn***Mr. & Mrs. Jan Kantor**Ms. Sharon von Arx***Ms. Nancy White***Ms. Brenda Tate

$7,500 - $9,999Ms. Jeanette Martinez Lombardi***

$5,000 - $7,499Ms. Sheilah M. Crowley**Ms. Myra Friedman*Senior Care Communities Ms. Shelly Stayer

$4,000 - $4,999Mrs. Marcia C. Carthaus**Ms. Bev Cherry**Ms. Susan L. Dalton**Mr. & Mrs. Joseph Diamond & Family FundMrs. Jane Thomas Fund**

$3,000 - $3,999Mrs. Lavern N. Gaynor**Ms. Judy Jorgensen**Ms. Kathleen Kapnick**Mrs. Carolyn H. Neumann**Mrs. Patricia L. Schrenk Fund**

$2,000 - 2,999Ms. Jane Berger*Ms. Connie Bernton*Ms. Pamela F. Clayson**Mr. & Mrs. James E. Fligg*Ms. Dottie A. Gerrity*Ms. Linda S. Inman**Ms. Suzie Lount*Ms. Simone Lutgert*Ms. Lisa Merritt*Ms. Barbara L. Morgan *Steve & Trish Shapiro Family FoundationMs. Jeannie M. Smith*

$1,500 - $1,999Ms. Sandra Buxton*Ms. Jennifer Cheng*Ms. Charlotte P. Corddry*Ms. Sharon Hood*Ms. Sue Huff*Ms. Barbara Jordan*Rev. Dr. Kathleen Kircher*Ms. Patricia C. Kraus*Ms. Maureen A. Lerner*Ms. Mary Lynn Moser*Ms. Arlene Nichols* - In MemoriamMs. JoAnn Remington*Ms. Marjorie Rubacky*Ms. Deborah L. Russell*Ms. Delores Sorey*Ms. Susan Steiner*

$1,000 - $1,499Ms. Penny Briant*Ms. Joyce T. Coughlan*Mrs. Genevieve GallifordMs. Lydia GaltonMs. Coleen Kvetko*Ms. Mitzi Magin*Ms. Anne Welsh McNulty*Ms. Gerry Moss*Cherie Neu Ms. Gwyn P. SanfordMs. Noreen R. Schumann*Ms. Lola K. ShelineMs. Barbara B. Sill*Ms. Judith SullivanMs. Janice TealMs. Sharon Treiser*Mrs. Nancy Zink

The 2013 Women of Initiative Honorees

L to R (standing): Liz Jessee, Mary Polizzotto, Mary Beth Johns, Jackie Pierce, Shelly Stayer, Ann Berlam

L to R (seated): Marsha Murphy, Brenda O’Connor, Linda White, Susan Jones

Honor SocietyJanuary 2008 to December 2012

*** Fundholder ** Founding 1001 Club member * Founding 500 Club member

Community


Community



Community Community

CElEbrAtinG PHilAntHroPy

The Trustees Emeriti of the Community Foundation of Collier County host the Annual Celebration of Philanthropy Luncheon where the Community Foundation honors the people and organizations that help make our community a better place to live.

Introduced in 1994, the Robert C. Cosgrove Award specifically acknowledges individuals who represent devotion to human values, families and the well-being of our community.

In 2004, the Community Foundation of Collier County introduced this award in memory of the late Harvey Kapnick. Kapnick believed that the stronger our nonprofits become, the great the impact of every charitable dollar. To that end, this award recognizes a nonprofit that has distinguished itself by exemplifying program excellence.

The Community Foundation would like to recognize all former honorees for their outstanding philanthropy and their personal contributions to our community. Between them, they have touched the lives of all citizens in Collier County.

Cosgrove Award Honorees

1994 The Honorable Ted Brousseau

1995 Edwin H. Bower

1996 Henry and Betty Albrecht

1997 Mother Annie Mae Perry

1998 Beverly A. Gifford

1999 Pat Barton

2000 Edwin J. Putzell, Jr.

2001 Dr. William and Nancy Lascheid

2002 Cornelius “Pat” Cacho

2003 Dr. Samuel and Mary Ann Durso

2004 Trustees of the Naples Children & Education Foundation & Naples Winter Wine Festival

2005 Barbara Widman

2006 Ellin Goetz

2007 Isabel Collier Read

2008 Carolyn and Roy Neumann

2011 Geraldine Martin

2012 William Laimbeer, Sr.

2013 Lavern Gaynor

Kapnick Award Honorees

2004 Shelter for Abused Women & Children

2005 Fun Time Early Childhood Academy

2006 Collier Health Services, Inc.

2007 Greater Naples Leadership

2008 Boys & Girls Club of Collier County

2011 The Leadership Collier Foundation

2012 Naples Zoo at Caribbean Gardens

2013 First Book - Collier County

outstanding Corporate Philanthropy Award Honorees


2011 Gulfshore Insurance, Inc.

2012 Wasmer Schroeder & Company, Inc.

2013 Preferred Travel of Naples, Inc.

Celebrating Philanthropy Celebrating PhilanthropyLavern Gaynor - Recipient of the 2013 Robert C. Cosgrove Award

First Book - Collier County - Recipient of the 2013 Harvey Kapnick Award

In 2008, the Community Foundation of Collier County introduced the award for Outstanding Corporate Philanthropy. The award recognizes an organization that consistently helps to reinforce the community by making intelligent use of its own strengths and social capital.

Preferred Travel of Naples, Inc. - 2013 Recipient of the Award for Outstanding Corporate Philanthropy


We thank our 2013 Corporate Partners for their support of the Community Foundation and for their commitment to invest in the well-being of our citizens and our entire nonprofit community. The Foundation’s experience and expertise about local needs helps corporations develop charitable programs consistent with their field of interest. The Foundation is also equipped to help implement new ideas like scholarship programs or other efforts that tie in with the corporation’s philosophy.

29 BNY Mellon Wealth Management

30 Bond Schoeneck & King, PLLC

31 Comerica Wealth Management

32 Gulfshore Insurance, Inc.

33 Wells Fargo


35 Abbot Downing

36 Naples Daily News

37 Northern Trust

38 Harmon–Meek Gallery

39 Wasmer Schroeder & Company, Inc.

40 Hahn Loeser & Parks LLP

41 Willow Street Advisors, LLC

42 JPMorgan Chase & Co.

43 Classical South Florida

44 FineMark National Bank & Trust

45 é Bella Magazine

46 Ciccarelli Advisory Services, Inc.

CORPORATE PARTNERS

bny mellon wealth managementFor BNY Mellon, being a good corporate citizen means serving the communities where we live and work. Together with nonprofit partners, local agencies and our corporate neighbors, BNY Mellon is committed to building better communities through collaboration and support. To create meaningful impact and measurable results, BNY Mellon focuses its philanthropic efforts in areas of basic needs such as food, clothing, energy and housing assistance, and workforce development, which helps disadvantaged members of our communities take a step forward. Last year, more than 16,000 BNY Mellon employees volunteered in their communities ensuring that our commitment to communities went well beyond financial support.

4901 tamiami trail north naples, Fl 34103 239.919.5500 bnymellon.com/wealthmanagement

L to R: Richard C. Gale, Ted Corbin, Preston C. Came, Paul Dresselhaus

Not pictured: Michael G. Nurenberg

Community FoundAtion

2013 CoRPoRAte PARtneRs

Corporate Philanthropy


bond, schoeneck & King, PllCWith 115 years of dedicated client service, Bond, Schoeneck & King, PLLC has an ingrained tradition of giving back to the communities in which its staff and attorneys reside that includes: pro bono legal efforts; volunteer time by staff and attorneys alike; and monetary donations not only to personal charities, but to larger “general” organizations like the United Way, American Red Cross, Salvation Army, Collier County Community Foundation and Harry Chapin Food Bank. In addition, the firm makes “corporate” contributions to major capital projects and special efforts to address significant community needs; to innovative programs that complement economic development efforts; and to other unprecedented events and situations that require extra-ordinary funding. Furthermore, the Firm also considers whether its charitable contributions should, from time to time, focus upon

specific organizations, whose mission, near-term projects and programs will bring about improvements to the quality of life in the community.

In summary, Bond feels a responsibility to be a good “citizen;” to make sustained efforts to contribute across a broad spectrum; to be active and not passive in its giving; to be entirely open minded and welcoming to all requests for support; and ultimately to continually reinforce its tradition to give back to our communities from which we gratefully derive our collective livelihood.

4001 tamiami trail north, suite 250, naples, Fl 34103 239.659.3800 bsK.com

L to R (standing): David L. Dawson, C. Neil Gregory, Dennis C. Brown, Adam C. Kerlek, Curtis B. Cassner, Thomas F. Cacchione

L to R (seated): James D. Dati, Kelly A. Johnson, Robert C. Zundel, Jr., F. Joseph McMackin, III, Lenore Brakefield, William L. Owens, III

CORPORATE PARTNERS CORPORATE PARTNERS

Comerica wealth managementAt Comerica Bank we have seen so much strength and vitality over the past 30 years in Florida that we continue to invest and grow within the communities in which we serve. We do this through contributions, partnerships, and volunteer resources. The Community Reinvestment Act (CRA) is also fully embraced by Comerica, as evidenced by our “outstanding” CRA rating from the Federal Reserve Bank of Dallas.

Our commitment to the community is based on our clear vision of being a socially responsible corporation making a tangible difference in the communities we serve. In addition, we leverage our ability to support Comerica communities through philanthropic programs and community partnerships. Our success is dependent on helping people succeed. This vision shapes our approach to community investment and guides the framework of our support and community partnerships.

At Comerica, we know that our business can only succeed if the markets we serve are economically healthy and viable. That is why we are dedicated to improving the communities where we live and work. Our community outreach is most focused in those geographic areas where Comerica operations are concentrated in Michigan, California, Arizona, Texas, and in Florida with our 11 locations in Boca Raton, East Boca Raton, Fort Lauderdale, Orlando, Palm

Beach Gardens, Riviera Beach, Sarasota, Stuart, Wellington, Weston, and Naples at 3001 Tamiami Trail North, Suite 100.

our primary goals are to: enhance Comerica’s commitment to community reinvestment, respond to the diversity within the population and needs of each community, have an impact on issues important to the company and our communities, and create pride and loyalty with Comerica employees.

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth & Institutional Management. Comerica’s more than 9,100 colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica reported total assets of $55.9 billion at June 30, 2010.

3001 tamiami trail north, suite 100 naples, Fl 34103 239.732.3240 Comerica.com

L to R (standing): Thomas Dieters, Brett Smith

L to R (seated): Deborah Koplik, Lisa Suhr


Gulfshore insurance, inc.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 is complemented by the individual and group efforts of our employees, who are known for their generosity towards causes they believe in.

Gulfshore is committed to enhancing our communities through programs that help make them better places to live. Through our Gulfshore Humanitarian Foundation, we strive to enhance and strengthen our community by supporting organizations that provide assistance, training, and rehabilitation to residents of all ages, cultures, denominations, and socio-economic status.

A significant portion of our giving is directed to health-related initiatives that hold the promise of improving many lives. We also support programs that provide relief to victims of disasters and that help people prepare for and prevent ill-fated situations. As outsourced risk managers, we are committed to providing assistance to individuals and families facing considerable challenges.

We proudly support: American Cancer Society; American Red Cross; Avow Hospice; St. Matthew’s House; The Humane Society; and The Shelter for Abused Woman & Children.

4100 Goodlette road, naples, Fl 34103 239.261.3646 Gulfshoreinsurance.com

L to R: Michelle Gleeson, Gregory Havemeier, Brad Havemeier


wells FargoAt Wells Fargo, supporting our communities is an integral part of our culture and central to our Vision & Values. We are committed to investing in Southwest Florida as we work to promote our communities’ long-term prosperity and quality of life.

In 2012, Wells Fargo invested more than $1.5 million in our Greater Gulf Coast region. Additionally, through the Wells Fargo annual Community Support and United Way Campaign, our team members made personal contributions totaling more than $1.7 million and volunteered more than 13,000 hours to nonprofit organizations they are most passionate about.

Our priority areas are Community Development and Education, investing in nonprofit organizations whose primary purpose benefits low- and moderate-income individuals and families. We also support Arts & Culture, Civic Engagement, Environment, and Human Services programs to supplement the diversity and vibrancy of our community.

In Southwest Florida, some of these community investments include: Big Brothers Big Sisters of the Sun Coast, Boys & Girls Clubs, Champions for Learning, Community Foundation of Collier County, Conservancy of Southwest Florida, Charlotte Local Education Foundation, “Ding” Darling Wildlife Society,

Florida Gulf Coast University, Foundation for Lee County Public Schools, Guadalupe Center, Habitat for Humanity, Imaginarium Science Center, Immokalee Nonprofit Network, Lee County Housing Development Corporation, Lee Memorial Health System, Foundation, and the United Way.

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.4 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, the Internet (wellsfargo.com), and has offices in more than 35 countries to support the bank’s customers who conduct business in the global economy. We want to help all of our customers succeed financially and support long-term economic growth and improved quality of life for everyone in our communities. In 2011, the Company invested $213.5 million in grants in 19,000 nonprofits, and team members contributed more than 1.5 million volunteer hours around the country. For more information, please visit: www.wellsfargo.com/about/csr.

9110 strada Place, 3rd Floor - suite 6300, naples, Fl 34108 239.552.2634 WellsFargo.com

Laura Worzella


the naples beach hotel & Golf ClubFamily owned and operated, The Naples Beach Hotel traces its community roots to 1946. In these 67 years, three generations of Watkins family – Henry Sr., Henry Jr., Mary, Henry III, Bernadette, Mike and Ellin Goetz – have made local support integral to their business philosophy. Through land donations such as Cambier Park, leadership roles in countless organizations, and initiatives including housing for the poor and scholarships for Naples High students, the “Beach Club” and its founding family have become Naples institutions.

It is the intention of the Hotel to remain involved with the growing Naples area and to sustain our family tradition of support for the education system, for conservation for those in need and for those organizations that influence and help prepare the future leadership of Naples.

The philanthropic nature of our community creates numerous opportunities to support worthy causes. The Community Foundation offers the means to identify those that most closely

match our giving philosophy, at the same time assuring that our contributions are put to their most effective use. Local organizations supported: American Heart Association, Audubon Society, Avow Hospice, Bosom Buddies, Cambier Park Playground Project, Cancer Alliance of Naples, Champions for Learning, Children’s Advocacy Center, Community Foundation, Conservancy of Southwest Florida, Conservation Collier, Corkscrew Swamp Sanctuary, Edison Community College, Everglades Foundation, Florida Gulf Coast University, Fun Time Early Childhood Development Center, Habitat for Humanity, Immokalee Child Care Center Foundation, Junior Achievement, Leadership Collier, Naples Art Association, Naples Botanical Garden, Naples Community Hospital, Naples High School, Naples Historical Society, Naples Philharmonic League, Naples Zoo.

851 Gulf shore boulevard north, naples, Fl 34102 239.261.2222 naplesbeachHotel.com

Mike Watkins


Abbot downingAt Abbot Downing, we are committed to giving back to the communities in which we do business. Every year, we contribute to charitable organizations, which help to make our local communities better places to live. We are strong supporters of the arts, education, health and other important causes in the Naples area and across the country. We primarily donate in response to client and team member interests, as well as our sense of community needs. Because the Community Foundation of Collier County is able to identify which nonprofits have the broadest reach in specific areas of need, we believe that it maximizes the efficiency of our charitable contributions in this community.

Abbot Downing serves a small number of individuals and families, as well as their endowments and foundations, to help preserve and grow assets while building legacies across generations. We go beyond traditional financial services to help clients manage the full impact of unique wealth.

We support clients across the country in six regional offices with a team of approximately 300 professionals. Through our team-based approach, we draw on the knowledge of leaders from four integrated disciplines to address the financial, social and personal dimensions of wealth:

•PlanningandFamilyDynamics •AssetManagement •PrivateBanking •Trust,FiduciaryandAdministrativeServices

We’ll work with you to craft and implement an integrated plan that clarifies your vision for the future—shaping a legacy to stand the test of time.

305 Fifth Avenue south, suite 204, naples, Fl 34102 239.434.7800 www.abbotdowning.com

L to R (standing): John Esquivel, Chuck Jandourek

L to R (seated): Nick Smith, Heather Borelli, Jeff Erickson


naples daily newsSince our formation in 1923, Naples Daily News is proud to be actively involved in supporting programs and organizations that contribute to the culture and education of Southwest Florida.

We believe our community is a better place to live and work when growth and knowledge are fostered and shared. On the publishing side, we serve as a forum for the community to exchange ideas on local events and issues. Our platform of communication brings both citizens and businesses together to create a stronger, more informed community. We encourage a culture of philanthropy among our employees and strive to make all charitable contributions work to promote fundamental growth in the community.

As we approach our 90th anniversary, the Naples Daily News continues to work to support the Southwest Florida community and will continue to do so for many more. We are proud to partner with The Community Foundation to help improve and promote the charitable funding in Southwest Florida. Each year we work with more than 200 local organizations in Collier and South Lee counties, with our major areas of focus being education, literacy, health, human services and community.

In addition to community organizations, we also support our own local chapter of Newspaper in Education. The Newspaper in Education (NIE) program is dedicated to strengthening literacy by providing more than 400 educators in Collier and S. Lee counties with digital editions of the newspaper for their classrooms. Among the many organizations we have supported include the following: Education & Literacy: Children’s Museum of Naples, Friends of the Library, Junior Achievement, Education Foundation, Literacy Foundation of Collier County, Newspaper in Education (NIE); Health & Human Services: American Cancer Society, American Heart Association, American Red Cross, St. Matthew’s House, Shelter for Abused Women & Children, Special Olympics, Naples Alliance for Children, Neighborhood Health Clinic, Greater Naples YMCA and the Greater Marco YMCA; Community Organizations: Bonita Chamber, Marco Island Chamber, Greater Naples Chamber, Fort Myers Beach Chamber, NABOR, NAACP

1100 immokalee road naples, Fl 34110 naplesnews.com

CORPORATE PARTNERSL to R (back row): Dave Neill, Gina Aldaz , Phil Lewis

L to R (front row): Stephan Schonberg, Randi Ordetx, Deb Trinka and Kelly Benson

northern trustAt Northern Trust, philanthropy is a key component of corporate social responsibility, which includes a focus on community affairs, diversity and inclusion, environmental awareness and socially responsible investing. Northern Trust is honored to be a Corporate Partner with the Community Foundation of Collier County.

Represented here are just a handful of Northern Trust’s officers who volunteer their time and expertise to Boards and Committees throughout our area, further elevating our community’s wildlife, environment, arts and culture, and most importantly, its people.

In addition to the company’s local corporate contributions, Northern Trust employees have personally given of their time, talent and funds to help support the substantial range of worthy organizations which benefit our southwest Florida community. Due to their generosity, Northern Trust has been able to provide numerous matching gifts to further the impact of every qualified donation, having given nearly $14 million in cash contributions to charitable organizations worldwide in 2011, and more than $72 million during the last five years.

For the fourth year in a row, Northern Trust has been named the “Best Private Bank in the U.S.” by The Financial Times Group, publishers of the Financial Times, The Banker and Professional Wealth Management magazines. Northern Trust has been fortunate to receive this honor in large part due to the company’s broad offerings of socially responsible investing, as well as opportunities afforded us through the clients and organizations we serve.

Northern Trust remains fully focused on providing our clients, respected local professionals and community organizations with integrated wealth management solutions of financial planning, investment management, private banking and trust and estate services.

Park shore: 4001 tamiami trail north, naples, Fl 34103 239.262.8800

Downtown: 375 Fifth Avenue south, naples, Fl 34102 239.262.5560 northerntrust.com

L to R (standing): Martha Marland, Linda Flewelling, Gail Neuharth

L to R (seated): Ronald Ciesla, Cherry Smith, Daniel Hickey

CORPORATE PARTNERS


harmon-meek GalleryFor fifty seasons, Harmon-Meek Gallery has provided Naples residents and visitors with works of art by major American artists. By representing over 30 nationally renowned artists or artists’ estates, Harmon-Meek Gallery ensures quality fine art by the nation’s top artists is brought to Naples. Before Naples had any art museum, the gallery provided tours to area schools and art education programs. Harmon-Meek Gallery has been a part of the Corporate Partners Program of the CFCC since 2005, when the program began. Our commitment to sharing our passion for fine art with the entire Collier County community continues to this day through the Harmon-Meek fund.

Our charitable efforts are directed to two important local issues: first, to expand at risk children’s art education; second, to support the development of new art related entities associated with the area’s local and state Universities. It remains our intent to mobilize supporters of the Harmon-Meek Gallery in these causes. We have raised over $54,000 for our fund at the Community Foundation

through sealed-bid art auctions. In 2008, the Harmon-Meek Gallery donated nearly $30,000 to the art program at the Boys & Girls Club of Collier County and in 2009 donated $5000 to The Golisano Children’s Museum of Naples.

From generating art donations worth $1 million to help establish the permanent collection of the Naples Museum of Art; to celebrating the gallery’s 40th anniversary in 2003 through an art raffle to raise $35,000 to benefit the Neighborhood Health Clinic; to raising over $325,000 through three art raffles at The von Liebig Art Center; to our most recent efforts to create a permanent art collection for the Golisano Children’s Museum of Naples, Harmon-Meek Gallery continues to serve Collier County.

599 ninth street north #309, naples, Fl 34102 239.261.2637 HarmonmeekGallery.com

L to R: Bill, Barbara, Kristine and Juliana Meek

CORPORATE PARTNERS

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

From creating jobs to volunteering time and making impactful financial contributions to nonprofit organizations, community involvement is an important component of long-term business success. We are committed to contributing significant capital to philanthropy and making it an integral part of our business. Our core focus is on grass roots organizations that provide food, shelter, basic services and medical care for those suffering from the current economic environment. Corporate philanthropy is a critical component in building a strong and stable social and economic infrastructure in our community. The Corporate Partners

Program offered by CFCC provides firms like WSC an ideal vehicle for managing the charitable component of our business. As a Corporate Partner, numerous benefits are available including access to CFCC staff, professional stewardship of the charitable fund and other valuable administrative functions. We strongly support the CFCC and the Corporate Partners Program and we encourage other firms to explore the benefits of becoming a Corporate Partner.

600 Fifth Avenue south, #210, naples, Fl 34102 239.263.6877 Wasmerschroeder.com

L to R: Michael Schroeder, Martin Wasmer

CORPORATE PARTNERS


CORPORATE PARTNERS

hahn loeser & Parks llPFor more than 90 years, we at Hahn Loeser have embraced our responsibility to enhance the quality of life within the communities we serve. We strive to motivate and encourage our professionals and staff to support organizations with like-minded goals: bolstering community needs, promoting tolerance, and fostering harmony in our communities.

Hahn Loeser is dedicated to cultivating a sense of public interest in our people. Giving back to the community is part of Hahn Loeser’s corporate culture, and we will continue to show our support of the Southwest Florida community. It is an honor to have two of our firm’s partners on the Foundation’s Professional Advisors Council. Hahn Loeser and its attorneys also proudly support the following organizations in Southwest Florida:

Abuse Counseling and Treatment, Inc., Avow Hospice, Boy Scouts of America – Southwest Florida Council, Collier County Bar Foundation, Community Foundation of Collier County,

Conservancy of Southwest Florida, Council of Hispanic Business Professionals, DeBartolo Family Foundation, Drug Free Collier, Education Foundation of Collier County, Golisano Children’s Museum of Naples, Leadership Collier Foundation, Legal Aid Service of Collier County, Literacy Council of Bonita Springs, Naples Art Association at the von Liebig Art Center, United Arts Council of Collier County.

800 laurel oak Drive, suite 600, naples, Fl 34108 239.254.2900

2532 East First street, Fort myers, Fl 33901 239.337.6700 www.hahnlaw.com

L to R (standing): Mark R. Klym, Jeffrey M. Folkman, Michael C. Shue, Brad A. Galbraith, Kevin P. Fularczyk, John L. Stinziano, Juan D. Bendeck

L to R (seated): Robert A. Cooper, Jamie B. Schwinghamer, Jeanne L. Seewald, Andrew J. Krause, Theodore L. Tripp, Jr.

willow street Advisors, llCWillow Street Advisors is a boutique professional firm providing institutional private wealth management services to individuals and families. With offices in Florida and Ohio, Willow Street Advisors provides independent and objective investment management, tax and estate planning, financial planning, and trust administration services to clients throughout the United States.

Every client relationship is anchored in Willow Street Advisor’s core values:

• Leadership – the position or function of a leader

• Excellence – eminently good; first-class

• Integrity – adherence to ethical principles; soundness of character

• Objectivity – the state or quality of being objective

• Transparency – characterized by visibility or accessibility of information

• Value – something intrinsically valuable or desirable

As a Registered Investment Advisory firm, Willow Street Advisors provides all client services in accordance with the highest standards of fiduciary care under the oversight of the U.S. Securities and Exchange Commission.

9132 strada Place, 2nd Floor naples, Florida 34108 239.596.9080

198 W. Portage trail, suite 105 Akron, ohio 44223 330.923.3038

14235 u.s. Highway 1 Juno beach, Florida 33408 561.762.8668

WillowstreetAdvisors.com

CORPORATE PARTNERS


CORPORATE PARTNERS

JPmorgan Chase & Co.At JPMorgan Chase, our philanthropic goal is simple: be the catalyst to meaningful, positive, and sustainable change in the communities we serve across the globe. In Collier County, that commitment inspires our team to support programs and activities that promote educational opportunities for youth, support community and economic development and benefit disadvantaged communities.

For years, we have served Naples and the greater Collier County community. Recently, we have expanded our presence locally to include retail banking branches and invested in building new offices around the city. Today, we are nearly 100 people strong in our community, focused on providing products and services that help consumers achieve their financial goals, support business growth, and strengthen communities. Around the state, our more than 17,000 employees in Florida are committed to the same principles.

In the last few years, we have been a proud supporter of the Community Foundation of Collier County and its remarkable dedication to the community of Immokalee. JPMorgan Chase Foundation is partnering with many local nonprofits, including The Immokalee Foundation, Boys and Girls Clubs of Collier County, Guadalupe Foundation, The Conservancy of Southwest Florida, and Naples Art Association. Beginning in 2013, the Foundation will be launching a new partnership with Naples Botanical Garden

on an exciting education and workforce development initiative.

In 2011, JPMorgan Chase gave more than $7 million through grants and sponsorships to nonprofit organizations in Florida. We also support the individual interests of our employees through matching gifts and volunteer programs. Our unique Chase Community Giving program engages our customers in deciding which nonprofit organizations should receive support.

Also, JPMorgan Chase is committed to serving the unique needs of America’s military service members, veterans and their families by providing meaningful employment to our nation’s veterans, helping military families own and stay in their homes and meeting the unique financial needs of service members and their families.

Our Naples staff is proud to support our philanthropic goals in the Collier community and looks forward to continuing to work with and support the best in class nonprofit organizations in Collier County.

850 Park shore Drive, naples, Fl 34103 239.263.1301 JPmorgan.com

L to R (standing): Jackie Sullivan, Greg Hunter, Connie Shipley, Brendan O’Brien, Shanna Short

L to R (seated): Michael Baughen, Royce Reed, Lisa Merritt

Classical south Florida – 88.7The mission of Classical South Florida is to enrich the minds and nourish the spirit of our community through the art, availability and advocacy of classical music. As the only public radio station group in Southwest Florida dedicated to broadcasting classical music 24 hours a day, we provide opportunities for our community to enjoy and support classical music.

As a part of American Public Media, the second largest producer of public radio programs in the United States, we have the largest broadcast audience of any classical music radio producer in the United States.

Classical South Florida is a strong advocate for the arts and supports arts organizations in our community as together we work to promote interest in classical music for all ages. Classical South Florida became a part of the airways in South Florida in October of 2007; and in June, 2012 in Southwest Florida – making it possible to enjoy classical music from Charlotte County through Collier

County on the west coast and from the Palm Beaches to the Keys on the East Coast.

As a part of our mission we air radio programs that nourish the minds of our young people and encourage their learning through classical music. Programming like “From the Top,” which is the preeminent showcase for young musicians is broadcast Sundays at 7 p.m. This program celebrates the stories and performances of this nation’s outstanding pre-collegiate classical musicians.

Join us as we celebrate the beauty of classical music throughout our community.

999 vanderbilt beach road, suite 200 naples, Fl 34108 239.290.9433 ClassicalsouthFlorida.Publicradio.org

CORPORATE PARTNERSClaudia Polzin


CORPORATE PARTNERS

Finemark national bank & trustSince its inception, the vision of FineMark National Bank & Trust has been, “To make a positive impact on the individuals, families and the communities we serve, while being good stewards of FineMark’s resources.” We believe it is our responsibility to be involved where help is needed in our community. As a company and as individuals, we give our time and our money to countless charities. Our entire staff is encouraged to volunteer a half day every month with pay, to support the organization of their choice. Many of them also volunteer their personal time, serve on boards and contribute financially to local organizations.

FineMark consistently has 100% participation in annual giving for the United Way and is proud to be one of the largest donors to the United Way in Southwest Florida. To date, FineMark has given $1,000,000 to numerous Southwest Florida organizations through sponsorships and donations, but we focus our efforts on the Arts and the health and well-being of children.

In 2011, FineMark worked with the Lee County School District and the United Way to create the Bridges Program, which works to provide suitable housing for homeless children and their families. FineMark also helped initiate another local program to help mentor foster children on the verge of ‘aging out’ of the foster care system. We have since hired a young man, recently out of the system, as a paid intern while he attends Edison College. Because we believe education and health care are significant areas of importance locally

and nationally, we’ve made $100,000 commitments to Florida Gulf Coast University and The Children’s Hospital of Southwest Florida.

We also believe the Arts contribute to our community by educating, energizing and bringing people together. We therefore support a number of organizations that help enrich our lives through art and culture.

Whatever the cause, FineMark is dedicated to providing a culture of service to our clients and making a positive difference in the communities we serve. We are proud to support the Community Foundation of Collier County.

600 5th Avenue south, suite 202 naples, Fl 34102 239-330-7685

10010 Coconut road bonita springs, Fl 34135 239-405-6700

12681 Creekside lane Fort myers, Fl 33919 239-461-5900 Finemarkbank.com

L to R: Keith Embree and Shelley Anderson

CORPORATE PARTNERS

é bella magazineThe first and only women’s magazine focused solely on Southwest Florida, è Bella is a must-read for over 21,000 affluent women each month. In addition to engaging profiles of accomplished women making a difference in the Naples, Bonita and Estero communities, each issue of è Bella features timely articles from local experts on health, travel, finance, business, beauty, relationships… virtually any topic of interest to women.

è bella is unique: We give local women a platform to be recognized for their accomplishments. Together, we collaborate to share their authentic stories so others are inspired and empowered by local “heroes” in our community. These are real people with real issues; people who are inspired and inspiring; We educate readers through insightful, informative and timely articles on issues important to them or someone they love. We feature inspiring stories of Real Women. We acknowledge their achievements and share lessons they’ve learned. è Bella is a real and empowering resource for life. We connect the community to the

positivism and power of women supporting women. We raise the consciousness of women as a dynamic force.

In keeping with the magazine’s local emphasis, attention is given to a number of charitable causes; local contributors and entrepreneurs share their knowledge with readers; “Women to Watch” honors the accomplishments of Southwest Florida women; “It Takes a Village” advocates unfilled needs of local charitable organizations; and “Caught in the Act” highlights people and organizations making a difference in the area.

é Bella is the inspiring and empowering go-to magazine, giving voice to dynamic women, connecting the community, and collaborating with featured heros to make a REAL DIFFERENCE.

1750 J&C boulevard, suite 5, naples, Fl 34109 239.598.0961 ebellamag.com

“Inspiring • Empowering • Women”


CORPORATE PARTNERS

Ciccarelli Advisory services, inc.Ciccarelli Advisory Services directs its philanthropic efforts towards:

•Continuousprosperity •Guidanceandmentorship •Asenseofcommunityandfamily

We believe in our responsibility to support and serve communities where our founders, team members and clients live. Serving families for over 30 years from our New York and Florida offices has led to our vested interest in believing in family, health, education and the arts. As part of this passion and commitment, we bridge experiences for stewardship of money with those we serve in our business.

Sharing our successes, both as a firm and individually, our partners and team members join together volunteering time and financial resources.

We are proud to thank many of the charities we support for the enrichment they have provided in our community: The Community Foundation, NCH Healthcare System, American Cancer Society, YMCA of the Palms, Edison State College, Paul Todd Charities, Foundation Fighting Blindness, Knights of Columbus, Harry

Chapin Food Bank, Children’s Advocacy Center of Collier County, the American Red Cross, Leadership Collier Foundation and the United Arts Council, to name a few.

We are a family owned, independent wealth management organization believing in objective, unbiased solutions and guidance. Our lifetime comprehensive financial planning role utilizes the strength of our relationships, to help clients endure through life’s transitions bridging generational legacy planning, where descendants inherit not only tangible, but intangible values and lessons. Our commitment and service is to all members of a client’s family who desire financial guidance.

3066 tamiami trail north, suite 202, naples, Fl 34103 239.262.6577

9240 bonita beach road, suite 3300 bonita springs, Fl 34135 239.495.2242 Casmoneymatters.com

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

Funds

1985-2012

1985/1986

The Albrecht Family Fund

Ballard Family Fund

James G. & Helen M. Brooks Fund

Constance T. & Truman B. Brown Fund

Eleanor & Henry Buhl Fund

Lois & John Cashman Fund

Albert & Suzanne Cleaveland Fund

Cosgrove Family Fund

T. Chalmers Curtis Fund

Dearholt Fund

Depuy Family Fund

Deupree Family Fund

David B. & Katherine O. Dupee Fund

Truxtun & Tyler Emerson Fund

Mr. & Mrs. Philip Everest Fund

James Rogers Fox Fund

Earl & Shirley Frye Fund

Gifford Family Fund

Kazanjian-Yarrington Family Fund

Betty & Bill Marshall Fund

Paul E. & Ann C. Martin Fund

David B. & Helen N. Meeker Fund

Mr. & Mrs. Lloyd I. Miller Fund

Charles F. & Barbara W. Moore Fund

Arthur J. Oberhelman Fund established by Mr. & Mrs. Gorden Hickenlooper

William & Sally Oberhelman Fund

Gene & Anne Ratliff Fund

J. Lee Robinson Fund

Celia V. Scudder Fund

Jean & Bruce Shannon Fund

Mae Shepherd Snow Fund

John & Gladys Strauss Fund

Mr. & Mrs. Sidney Swensrud Fund

Judith deForest Taves Fund

Fred W. & Virginia Uihlein Fund

John S. & Mary Claire Wadsworth Fund

Elizabeth & Charles Williams Fund

Helen & William J. Williams Fund

Wodecroft Fund

1987

Blair Foundation Fund

Verity Blakey Day Memorial Fund

C. Frederick & Mildred E. Curtis Fund

Don & Helen Franke Fund

Jack & Lucile Harris Fund

Eileen Kopp Advised Fund

Alan Loop Family Fund

Richard & Joan Michelson Fund

Nulsen Designated Fund

Paterno Fund

The M. Herbert Paul Fund established by Mr. Joseph N. Pew, Jr.

Kathleen B. Sherwin Fund

Janet Simonds Short Fund

George R. Wallace Foundation Fund

David E. & Betsy Winebrenner Fund

1988

Edwin H. & Yvonne Bower Fund

Harness Family Fund

Maurice & Lynn Katz Family Foundation Fund

William J. & Nancy Biggs Kieckhefer Fund

Corrie & Leonard Llewellyn Fund

Willard & Gay Merrihue Fund

Bob Telford Fund

1989

Robinson & Martha Carter Bosworth, Jr. Fund

Rene J. & Carolyn E. Constantin Fund

Donald & Joan J. Forte Fund

Orville W., Jr. & Marion T. Forte Fund

Betty & Wallace Irwin Fund

Joseph W. & Edwina P. Oliver Fund

William Greenville Pace Fund

Harold S. & Mary W. Smith Fund

Anne & Morrison Waud Fund

1990

Eleanor Wallace Caswell Scholarship Fund

Collier County Florida Special Olympics Fund

Taber deForest Memorial Fund

Orville W. Forte Charitable Foundation Fund

Rembrandt & Audrey Hiller Fund

Elizabeth & Frank Odell Family Fund

Herbert B. & Margaret E. Scheu Fund

United Arts Council Community Arts Fund

1991

Mary Jeanne & Ivan Bowen Fund

Susan K. Lennane Family Fund

Lennane Family Unrestricted Fund

Naples Shore Fund

James D. & Bess S. Polis Foundation Fund

Schoen Family Fund

1992

Matthew B. Hecht Memorial Fund

Lafrenz Family Fund

John & Anne Luetkemeyer Fund

Barbara R. Schricker Memorial Fund

Jack & Virginia Thompson Fund

1993

Daphne Fund

Edrick & Linda Flewelling Fund

William K. McInerney Memorial Fund

Constance C. Wallace Memorial Fund

Wyndemere Fund

Zonta Club of Naples Fund

1994

Herbert & Ruth Abramson Unrestricted Fund

Getzelman Fund

Hartshorn Family Fund

Leadership Collier Fund

Quest Fund

Salvation Army Fund

The W. Wadsworth & Dorothy M. Watts Fund

1995

Children’s Fund

Collier County 100 Club Fund

Diano-Tougas Scholarship Fund

Fresh Start for Abused Women Grant Fund

John S. Nagel Memorial Library Fund

Roy & Carolyn Neumann Fund

Senior Friendship Centers Foundation Fund

Wainscott Family Fund

FunDs EstAblisHED At tHE Community FounDAtion


Funds

1985-2012

Funds

1985-2012

1996

Louis M. & Patricia A. Daniel Fund

David B. & Katherine O. Dupee Fund

Glenview Employee Scholarship Fund

Sally J. Herzog Memorial Fund

L. Bates & Marcia W. Lea Fund

Ralph G. & Katherine K. Ryan Endowment Fund

Julia T. Smith Fund

Richard & Barbara Widman Fund

SWFL 49ers Fund

1997

Keith S. Benson Family Fund

Cincinnati Financial Corporation Fund

Paul F. & Edith B. Cooper Fund

Brad & Jennifer Havemeier Fund

Hospice of Naples Endowment Fund

Humane Society of Collier County Fund

Sara W. Knapp Memorial Fund

McClintock Family Fund

R. Covell Radcliffe Fund

Carleen & Robert Reckman Fund

Adele D. Rice Fund

Thomas & Elizabeth Sully Fund

Edward R. Swingle Family Philanthropic Fund

Raymond D. & Sara Thomas Fund

Wainscott Family Fund

WPN Endowment Fund

1998

General & Mrs. David H. Baker Unrestricted Fund

Jane Billings Fund

Jay & Lee Gates Fund

Dorothee D. & Richard C. Grant Fund

James H. Morton Fund

Nancy V. Potter Fund

Adele D. Rice Lead Trust Fund

Sams Sailing Scholarship Fund

Jefferson A. Simpson Fund

Mr. & Mrs. James E. Smith Fund

Edna Franz Springer Award for Unsung Members Fund

Ralph Weiss Scholarship Fund

1999

Herbert & Ruth Abramson Designated Fund

Evelyn De France Burnham Fund

Jean & Wilson Chockley Fund

Dorothy Edwards Vocational Scholarship Fund

Goodlette Leadership Fund

Elmer & Jean Grunow Fund

Ann McAndrews Herrmann Fund

Lucie Jenny MacCarthy Fund

Alice Dorethy Ross Fund

Teen Pregnancy Prevention Initiative Fund

James Lorenzo Walker Education Fund

2000

Berry & Diane Fund

The Cord Fund

Critter Fund

Linda Halverstadt Ottenad Fund

Kapnick Family Fund

NAMI of Collier County Endowment Fund

Naples Alliance for Children Endowment Fund

Naples Concert Band Fund

NCH Healthcare System Endowment Fund

Chester G. & Alice P. Parsons Fund

Jean Peaslee Scholarship Fund of the Naples Player Theatre Guild

Louise Prothero Leadership Fund of the Naples Woman’s Club

2001


John B. Armentrout Memorial Funds

Burton Family Fund

Thomas J. & Mollie E. Danis Fund

Empowerment Alliance of SW Florida Endowment Fund

Frank S. Farrell Revocable Living Trust Fund

Ted & Betty Flora Fund

Richard G. Ford Charitable Gift Annuity Fund

Myra & Mort Friedman Fund

Gerrity Family Fund

James & Nancy Gibson Fund

Girl Scouts of Gulfcoast Florida, Inc. Fund

Alfred & Vera Goodman Fund

Habitat for Humanity of Collier County Fund

Lea Family Fund

James D. & Joan M. Proud Fund

Mr. & Mrs. Russell Sineni CGA Fund

Dr. Norman & Gail Thomson Scholarship Fund

2002


Frances D. Armentrout Funds

Blair Foundation Fund

Brown Family Fund

Joel Deifik Memorial Scholarship Fund

Fresh Start for Abused Women Endowment Fund

Alan Keller Fund

Kristin Keller Fund

G. Edna Krentz Fund

Phyllis M. Landes Fund

McBride Family Fund

D. Ray & Ruth D. Park Fund

James D. & Joan M. Proud Fund

Richard P. & Marilyn S. Rechter Family Advised Fund

Rosenzweig Family Foundation Fund

The Jimmy Schneeberger Memorial Fund

James & Julia Shelly Fund

Howard & Troth Family Fund

Arthur J. Willenborg Endowment Fund

2003

Theresa M. Anderson Fund

Garry & Nancy Bean Family Fund

Charles & Helen Donahue Fund

Empowerment Alliance Non-Endowment Fund

William Godley Memorial Fund

Allen F. Jacobson Family Fund

Legacy Foundation Group Fund

Shehadi Family Fund

The Eleanor B. Sweet Designated Fund

Jane Thomas Fund

2004

Nally E.D. duBois Fund

Carol Fedoryk Scholarship Fund

Richard C. Krause Fund

Alice Ross Martell Fund

NCH Healthcare Community Fund

Roy & Carolyn Neumann Volunteer Fund

Nichols Foundation Fund

Port Royal Club Scholarship Fund

Northern Trust Silver Anniversary Fund

RCMA Endowment Fund

Arthur G. & Helen Shireman Designated Fund

Michael & Barbara Sill Family Fund

Thiele Family Fund

2005

Agua Fund

Brayman Family Fund

Mark & Pearle Clements Fund

Harvey & Janet Cohen Fund

Jeannine M. Danis Fund

Franke Leadership Fund

Kenneth C. Freeberg Animal Rescue Fund

Alan & Beverley Horton Fund

John & Connie Miller Fund

John R. Wood Realtors Fund

Laura Jude Fund

Ashley Kelly Memorial Scholarship Fund

Lee & Mary Ledford Fund

Literacy Volunteers of Collier County Fund

Lowry Hill Private Wealth Management Fund

MacLeod Stewardship Foundation Fund

McCann Family Fund

Terry Olson Fund

Paws for the Cause Fund

Kim Prince Memorial Fund

John & Jackie Remington Fund

David S. & Barbara L. Reynolds Family Fund

Salt of the Earth Fund

Merrill H. Shaeffer Fund

Sherwood Forest Foundation Fund

Smart Charitable Fund

SunTrust Bank of SWFL Fund

Eleanor B. Sweet Unrestricted Fund

Jack & Virginia W. Thompson Fund

Warren F. & Jean L. Tischler Memorial Fund

Wasmer Schroeder & Company Fund

Robin & Youngja White Fund

WilsonMiller Charitable Fund

2006

James A. & Evelyn S. Belleman Fund

Bernton Family Fund

Pat & Laura Cacho Family Fund

CFCC Disaster Relief Fund

Charles & Helen Donahue Fund

First Book-Collier County Fund

Goodman Family Fund

Gulfshore Insurance Community Support & Betterment Fund

Harmon-Meek Gallery Charitable Fund

The GBH Fund

The RWH Fund

Huntington National Bank Private Financial Group Fund

David M. Jones & Associates Fund

Donald R. & Josephine F. MacLennan Fund

Beverely Wright McHugh Memorial Fund

William K. & R. Kathryn McInerney Fund

Moates’ Kicks for Kids Fund

Naples Equestrian Challenge “Deb PT” High School Volunteer Scholarship Fund

Paradis Foundation Fund

Bob & Judy Rathert Family Fund

Sachs Family Fund

A. Robert & Helen Seass CRT Fund

Perry MacKay Sturges Fund

Tulip Endowment Fund

Gerry Wheeler Memorial Fund for Grieving Children Fund

2007

Lew & Dawn Allyn Family Fund

Frances D. Armentrout Fund

Bach Ensemble Endowment Fund

Barbara Janney Desanzo Fund

Freddie Sauer Scholarship Fund

Thomas C. Graham & Irene W. Graham Scholarship Fund

Michael Grech & Pete Villani Memorial Fund

Immokalee Emergency Relief Services Fund

Immokalee Initiative Grant Fund

F. Craig & Patricia Jilk Fund

Myron T. Kelley Fund

Miracle Limbs-Courage in Motion Fund

Richter Leadership Fund

William G. Robertson Fund

Lee Varon Family Fund

John F. & Laura M. Whitcomb Fund

Women’s Philanthropic Network Fund

2008

William & Janet Allyn Fund

Jo Ellen Atkinson Fund

Mary Baron Fund

Arnold & Gertrude Berg Fund

Tom Cooper Designated Fund

Children’s Trust Fund

Derham Fund

Derham Tea Fund (in memory of Thelma, Earl & Alice)

Lu M. Drackett Fund

Christine Flynn Fund

Jay L. Friedland, M.D. Prostate Cancer Research Fund

Fun Time Early Childhood Academy Fund

Brian Gibbs Memorial Fund

Susan McTague Goldman Fund

Mana P. Holtz Fund for the Women’s Philanthropic Network

Johannes Music & Arts Fund

Mary Elizabeth Kelley Fund

Northside Naples Kiwanis Foundation Jim Dahl Memorial Fund

Laimbeer Children’s Welfare Fund

H. Max & Letha L. Brown Fund

Dawn Litchfield Brown Fund

Martinez Lombardi Fund for Disadvantaged Children of Single Parents

Jeanne Manuri Fund

Mary K. McTague Fund



Funds

1985-2012

Naples Music Club Scholarship-Haegg Fund

Naples Music Club Scholarship-Turiel Fund

Naples Music Club Scholarship-Saby Fund

Holland T. & Mary Jeanne Salley Fund

Patricia L. Schrenk Fund

Edna F. Springer Fund

Michael J. Szwed Legacy Fund

Bruce Thalheimer Charitable Fund

Sharon von Arx Fund

Col. Walter Walsh Criminal Justice Scholarship Fund

Nancy White Fund for the Women’s Initiative Fund

Karl & Joanne Wyss Fund

2009

ArtsNaples World Festival Fund

Patty Baker Fund for Senior Arts & Theatre

Children’s Museum of Naples Fund

Bob & Connie Eaton Family Fund

David J. Foege Fund for Non-Embryonic Stem Cell Research

Bernice & George Grossteiner Endowment Fund for a More Compassionate Community Fund

Joseph & Betty Haskett Family Fund

Steven & Carisa Jones Family Fund

Edith & John Meli Scholarship Fund

Edith & John Meli Unrestricted Fund

Stephen R. & Mary Lynn Myers Family Fund

Naples Music Club Scholarship – Warren Fund

Planned Parenthood Designated Fund

John & Maggie Picotte Fund

Katharine B. Ryan Family Fund

Ching W. & Charles W. Schueddig Fund

Jo Ann Schwartz Family Fund

Robert P. Schwartz Memorial Fund

James A. & Joyce Thwaits Fund

James S. Weaver, Jr. Family Fund

Bonnie K. Yarrington Fund (Planned Parenthood)

2010

211 Fund

Tiffany Billings Fund

Donald & Ruth Campbell Fund

Early Childhood Education Collaborative Fund

Fun Time Building Reserve Fund

Fifty More Years Fund

Fund for Job Creation

Give Them Hope Fund

Immokalee Nonprofit Network Housing Collaborative Fund

Allan & Mary Ivascu Fund

Judy B. & David M. Jones Family Fund

Judy B. & David M. Jones Scholarship Fund

George R. & Joyce H. Kempton Family Fund

Marco Island Rotary Club Foundation, Inc. Fund

Greater Marco Family YMCA Legacy Fund

Delvin G. Miller & Mary F. Miller Memorial Fund

Naples Music Club-Scholarship Reserve Fund

Naples Endowment for the Arts & Camille’s Camp Fund

Shellhorn Family Fund

Special Needs Children’s Fund

Tallmadge Fund

Jane R. Williams Deferred Fund

2011

211 Endowment Fund

CFCC Collier 211, LLC Fund

Jeff and Trish Erickson Fund

W. Dain Kuhns & Elizabeth H. Kuhns Fund

The League Club Endowment Funds

MacNiven Family Fund

Norris Fund

Richard M. & Maureen G. Schulze Donor Advised Fund

2012

Joshua J. Allyn Fund

Families in Need Fund

Howard Freedman Fund

Full Ride Scholarship to a Second Chance Fund

Margaret B. Griffith Fund

Hope Fund

Kantor Family Fund

Mediterra Employee Scholarship Program Fund

Merrill Lynch Naples Employee Philanthropic Fund

Naples Music Club Scholarship- Fernando Fund

Audrey Morean Petersen Fund

John Sorey Fund

William Speen Fund

Douglas M. VanOort Fund

Myra N. & Van Zandt Williams Jr. Donor Advised Fund

Women’s Giving Circle Fund

GiFts & GRAnts

Gifts to Funds

On behalf of the Community Foundation of Collier County, we would like to thank all of our generous donors. Your support of the Foundation’s work allows us to fulfill our leadership role in strengthening our community. In an effort to keep printing and mailing costs to a minimum, this list includes gifts of $100 or more received between July 1, 2011 and June 30, 2012.

tHE AnnuAl APPEAlFounDEr’s soCiEtyDon & Helen Franke Fund of the Community Foundation of Collier County

Franke Leadership Fund of the Community Foundation of Collier County

Arthur G. & Helen Shireman Fund of the Community Foundation of Collier County

Eleanor B. Sweet Fund of the Community Foundation of Collier County

PArtnEr’s soCiEty$5,000 - $9,999Bernton Family Fund of the Community Foundation of Collier County

Mrs. Sheilah M. Crowley

Mr. Thomas D. Gleason

Gwenda & John Hanson Fund of the New York Community Trust

Ms. Eloise E. Hays

John J. Morgan, Jr. & Barbara L. Morgan Fund of the Fidelity Charitable Gift Fund

The Stranahan Foundation

ColliEr Club$2,500 - $4,999Alan & Beverley Horton Fund of the Community Foundation of Collier County

F. Craig & Patricia Jilk Fund of the Community Foundation of Collier County

Mr. & Mrs. David B. Smith

FounDAtion PAtron$1,000 - $2,499Mr. Christopher P. Bray

Brown Family Fund of the Community Foundation of Collier County

Thomas & Mollie Danis Fund of the Community Foundation of Collier County

Frank G. Daveler Charitable Fund of the Schwab Charitable Fund

The Dickson Family Gift Fund of the Schwab Charitable Fund

Charles and Helen Donahue Fund of the Community Foundation of Collier County

Mr. & Mrs. Paul R. Duncan

Aubrey J. Ferrao Trust

Mrs. Christine Flynn

Myra & Mort Friedman Fund of the Community Foundation of Collier County

Jay & Lee Gates Fund of the Community Foundation of Collier County

Michael Grech & Pete Villani Memorial Fund of the Community Foundation of Collier County

Howard Troth Family Fund of the Community Foundation of Collier County

Mr. Thomas E. Ingram

Douglas L. & Sheila B. Johnson Fund of the U.S. Charitable Gift Trust

Mr. & Mrs. Frank L. Klapperich, Jr. (includes gift from the GE Foundation Matching Gift Program)

Mr. & Mrs. William Laimbeer, Sr.

Dr. & Mrs. Charles J. Montgomery

Mr. & Mrs. J. Richard Munro

Roy & Carolyn Neumann Volunteer Fund of the Community Foundation of Collier County

Elizabeth & Frank Odell Family Fund of the Community Foundation of Collier County

Mr. & Mrs. John M. Passidomo

Mrs. Anne T. Ratliff

Ms. Deborah L. Russell & Mr. Elmer Wheeler

Jo Ann Schwartz Family Fund of the Community Foundation of Collier County

J. Richard & R. Marie Stonesifer Fund of the Vanguard Charitable Endowment

Mr. & Mrs. William E. Thomas

FounDAtion FriEnD$500 - $999Richard & Jane Borchers Family Fund of the Minneapolis Foundation

Dr. & Mrs. Wilson Bradshaw

Mr. & Mrs. William E. Chipman

Coffin Family Fund of the Fidelity Charitable Gift Fund

Mr. & Mrs. Robert Gerrity

Mr. & Mrs. Brad Havemeier

McCann Family Fund of the Community Foundation of Collier County

Mr. & Mrs. Robert F. McCarthy, Jr.

Mr. Ned R. Sachs

Mr. Thomas G. Schneider

Robert & Catherine Sheridan Charitable Account of the Schwab Charitable Fund

Walter James Smith Revocable Trust

Mr. Thomas A. Sully

Donald C. Sutherland Fund of the Fidelity Charitable Gift Fund

Mr. & Mrs. Harold L. Zink

Community lEAGuE$100 - $499Mr. Albert J. Basil

Dr. & Mrs. Robert A. Berlam

Mr. Cornelius P. Cacho

Campbell Family Foundation

Ms. Lorraine A. Carlson

Carleton A. Cleveland, Jr. Trust

Mr. & Mrs. Gary Conley

Derham Tea Fund of the Community Foundation of Collier County

Mr. & Mrs. Orvillle W. Forte, Jr.

Mrs. Louise Friedlander

Mr. & Mrs. J. Craig Fuehrer

Dr. Gary A. Gallo

Goodman Family Fund of the Community Foundation of Collier County

Elma Mae Hoffman Revocable Trust

Mr. David Ingall

Mr. & Mrs. James D. Jessee

Dr. & Mrs. Jeffrey A. Kahn

Margaret A. Kennerly Revocable Trust

Mr. Dennis Kilcoyne

Trust of Margaret G. Kincaid

Rev. Dr. Kathleen L. Kircher

Mrs. Leslie S. Magin

Mrs. Josephine A. Morse

Gary G. Newman Family Trust

PBS Construction, Inc.

Mrs. Anne W. Russell Foster

Mrs. Helen M. Schultz

Mr. & Mrs. Michael J. Schroeder

Slocum Family Fund of the Community Foundation of Collier County

Ms. Beverly A. Smith

Mr. John F. Sorey, III

Wainscott Family Fund of the Community Foundation of Collier County

Gary L. Thomas Revocable Trust

Mr. Peter A. Thomas

Mr. Robert P. Tucker

Mr. & Mrs. Everett H. Van Hoesen

Mr. & Mrs. John Varsames

Mrs. Jennifer B. Walker

Ms. Mary N. White

Ms. Michal Wiesler

Mr. Dietrich E. Zimmerman

memorial Gifts were received for:

Susan M. Barton



GiFts & GRAnts

Gifts to Funds

GiFts & GRAnts

Gifts to Funds

the Foundation would like to recognize the following fundholders for contributing to their funds at the Foundation.

Ms. Susan T. Adler

Agua Fund, Inc.

Mr. & Mrs. William F. Allyn

Anonymous Donor

Blair Foundation

Mr. & Mrs. Harold H. Brayman

Mr. & Mrs. Dennis C. Brown

Mr. & Mrs. Leland Burton, Jr.

Mr. Cornelius P. Cacho

Donald W. Campbell Revocable Trust

Mr. & Mrs. Donald W. Campbell

Children’s Museum of Naples

Lucille Drackett Living Trust

Equinox Foundation, Inc.

Orville W. Forte Charitable Foundation, Inc.

Dr. Howard Freedman Trust

Betty Lee Gates Revocable Trust

Mr. & Mrs. Jay G. Gates

Mr. & Mrs. James R. Gibson, Jr.

Greater Marco Family YMCA, Inc.

Margaret B. Griffith, CRAT

Gulfshore Insurance, Inc.

Dr. Mana P. Holtz

Mr. & Mrs. F. Craig Jilk

Mr. & Mrs. David M. Jones

Elizabeth H. Kuhns Self Declaration of Trust

Mr. & Mrs. Thomas D. McCann

Mr. & Mrs. John Miller

Moates Family Trust

Naples Alliance for Children

Naples Equestrian Challenge, Inc.

Mrs. Carolyn H. Neumann & Ms. Marlene MacFarlane

Naples Music Club

Robert Rathert Trust

Richard P. Rechter Default Charitable Lead Unitrust

Richard P. Rechter Default Charitable Lead Annuity Trust

Adele D. Rice Charitable Lead Annuity Trusts

Holland T. Salley IRA

Shannon Family Foundation

Frederick S. Shehadi, Jr. Revocable Trust

Mrs. Julia Shelly

Mr. John F. Sorey, III

Jack W. Thompson Charitable Lead Annuity Trusts

Wells Fargo Foundation

Jane R. Williams Trust

Van Zandt Williams, Jr. Revocable Trust

Wollman, Gehrke & Solomon, PA

Mr. & Mrs. Karl R. Wyss

Bonnie Yarrington Trust

Concerned citizens established funds to help realize their charitable vision. by making good use of the Foundation’s nonprofit services and investment strategies, they are able to devote more time to achieving their goals. this list includes gifts of $100 or more received between July 1, 2011 and June 30, 2012.

FunDs WitH CombinED GiFts oF $100,000 - $190,000

Fifty more years Fundto provide quality education to disadvantaged children

Fun Time Early Childhood Academy, Inc.

First book-Collier County Fundto provide disadvantaged children with new booksSandra J. Abookire Trust

Ms. Virginia J. Ackeman

Mr. & Mrs. Robert L. Anderson

J. Aron Charitable Foundation, Inc.

Mr. & Mrs. Michael E. Autera

Mr. & Mrs. William W. Bain, Jr.

Mr. & Mrs. B. Scott Ball

Battenberg Foundation of the Fidelity Charitable Gift Fund

Mr. & Mrs. Richard A. Bearse

Mr. & Mrs. Ned W. Bechthold

The Bindley Foundation

Ms. Lois A. Bolin

Book Manufacturers’ Institute, Inc.

Boulderbrook Productions

The Breeden Family Charitable Fund of the Vanguard Charitable Endowment Fund

Ms. Ann A. Brennan

C. E. Brehm Foundation

Campbell Foundation

Douglas B. & Patricia S. Carpenter Living Trusts

Charity for Change, LLC School Giver Program

Christ Child Society of Naples

Mr. & Mrs. Ronald Cindrich

Mr. & Mrs. Gerald Clark

The Clements Foundation, Inc.

Ms. Leslie Cogan

Ms. Karen T. Coney Coplin

Mr. & Mrs. Ken W. Cole

Mrs. Sheilah M. Crowley

Dr. & Mrs. Gary S. Cuozzo

Mr. & Mrs. William L. Dalton

Mr. Richard S. Davis

Mr. & Mrs. George J. Doehner

Ms. Audrey Eber & Mr. & Mrs. Warren Eber

Mr. & Mrs. David J. Eskra

Elizabeth K. Galeana Charitable Foundation, Inc.

Mr. & Mrs. Larry Fagan

Mr. & Mrs. James E. Fligg

Mr. & Mrs. Terrance R. Flynn

Mr. & Mrs. George J. Franks, Jr.

Mr. & Mrs. Lawrence J. Futchik

Mrs. Lydia Galton

Mr. & Mrs. Robert Gerrity

Mr. & Mrs. Thomas D. Gleason

Mr. F. H. Gohl

Ms. Gayle Gordon Nering

Mr. & Mrs. George Gordon

Mr. & Mrs. Arthur F. Grant

Mrs. Joanne L. Halstead

Mr. & Mrs. Don R. Hays

Mr. & Mrs. Thomas R. Hodgson

Mr. & Mrs. David R. Hubers

The Immokalee Foundation

Mr. David Ingall

Ms. Judy Irish

Island Country Club Charitable Fund

J & B Beal Investments, LLC

The Diane & Robert Jenkins Family Foundation, Inc.

Mr. & Mrs. James D. Jessee

Mr. & Mrs. F. Craig Jilk

John F. & Virginia K. Johnson Family Fund of the Ayco Charitable Foundation

Ms. Barbara L. Jordon

Ms. Byrd M. Kelly

Mr. & Mrs. Quentin J. Kennedy

Ms. Donna M. Kletjian

Mr. & Mrs. John W. Koffel

Mr. & Mrs. John H. Kolmer, Jr.

Mrs. Billie W. Kubly

Mr. & Mrs. Philip M. Lavigne

The League Club, Inc.

Mr. & Mrs. Jay C. Levitt

Mr. Scott Lutgert

Peter Manion IRA

Manna Foundation Charitable Fund of the National Christian Foundation

Ms. Margaret C. Mathes

Mr. Harold F. Mayer

Burkley F. McCarthy IRA

Mr. & Mrs. Robert F. McCarthy, Jr.

The Malcolm S. & Sonia R. McDonald Foundation

Mr. & Mrs. John J. McDonough

Mr. & Mrs. Thomas J. McLoughlin

Mr. & Mrs. William P. Melchionni

Mr. & Mrs. Kenneth R. Meyer

Mr. Richard W. Miller

Mr. & Mrs. Robert H. Morrison

Mr. & Mrs. J. Richard Munro

Ms. Carolann Nemec

Mr. & Mrs. Delos M. Palmer, Jr.

Mr. John Pavlish

Mrs. Linda S. Penniman

Ms. Louise E. Penta

PGA of Collier County, Inc.

Mr. & Mrs. Richard J. Phelan

Pi Beta Phi Alumnae Club

Mr. & Mrs. Robert J. Polizzotto

Mrs. Nancy Powell

Mr. & Mrs. David B. Rayburn

Mr. & Mrs. Donald Redlinger

Ms. Karen Rothe

Rush Foundation, Inc.

Sapiente Family Foundation

Ms. Elaine R. Schimmenti

Mr. Thomas G. Schneider

Richard M. & Maureen G. Schulze Donor Advised Fund of the Community Foundation of Collier County

Brad Scribner Donor Advised Fund of the Berks County Community Foundation

Mr. & Mrs. William E. Shaver

Sheffield Gift Fund of the Fidelity Charitable Gift Fund

Michael & Barbara Sill Family Fund of the Community Foundation of Collier County

Ms. Beverly A. Smith

Ms. Aimee B. Snyder

Mr. & Mrs. John M. Stafford

Mr. Stanley Star

Bill & Linda Stavropoulos Family Foundation

J. Richard & R. Marie Stonesifer Fund of the Vanguard Charitable Endowment Fund

Penelope Ann Taylor Campaign Account

Mr. & Mrs. Wesley M. Thompson

Ms. Roselyn S. Travis

Ms. Rosemary Trigony

Ms. Valerie A. Trotman

United Church of Marco Island

Mr. & Mrs. Alan P. Vail

Mrs. Carolyn Vogel

Mr. & Mrs. George P. Wagner, Jr.

Mrs. Jennifer B. Walker

Ms. Anne Wamser

Wardeberg Charitable Trust

Ms. Emily Watt

The Williams Consulting Group, LLC

Toby S. Wilt Family Foundation

Mr. & Mrs. Robert A. Wright

Karl & Joanne Wyss Fund of the Community Foundation of Collier County

Mr. & Mrs. Bryant Yunker

Mr. & Mrs. Harold L. Zink

memorial Gifts were received for the following:

Sirkka Johnson

Honorary Gifts were received for the following:

Dottie Gerrity

Jinny Johnson

Port royal Club scholarship Fundto provide scholarships for Port royal Club employees and their families

multiple gifts were received from:

Port Royal Club Members


William L. Byrnes


Barry Hastings


the league Club Endowment Fundto strengthen communities through fellowship, education, volunteerism and philanthropy Mrs. Pamela BeckerMr. & Mrs. Charles EmersonMr. & Mrs. Michael R. IsermannThe League ClubMr. & Mrs. Graham C. LountMs. Anne D. Thomas

FunDs WitH CombinED GiFts oF $25,000 - $49,999Glenview Employee scholarship Fundto provide scholarships for Glenview employees

Mrs. Elizabeth F. Applebee

Mr. & Mrs. Richard J. Baker

The Berry Family Foundation

Mrs. Sumiko Brinsfield

Ms. Roberta L. Clure

Mr. & Mrs. Patrick J. Coletta

Mary Lou Condee Trust

Paul F. & Edith B. Cooper Fund of the Community Foundation of Collier County

Mr. W. David Dance

Mr. & Mrs. Douglas Danforth, Sr.

Mr. John P. Debbink

Debbink Family Foundation, Inc.

James M. Den Herder Trust

Mrs. Marjorie W. Drackett

Capt. & Mrs. Peter B. Easton

Ms. Norma L. Enghauser

Mrs. Marjorie M. Evans

Wirt Farley Trust

Mr. & Mrs. William M. Flatley

B. C. Fox Intervivos Trust

Anne M. Gebbie Trust

Ms. Cynthia Gumpert

Ms. Mary Louise Harvey

Mr. & Mrs. R. James Harvey

Mrs. Margaret S. Hooker

Mr. Richard A. Hunter

Mrs. Sara Iredell

Mr. & Mrs. J. Dale Jackson

Mr. & Mrs. Taras Kiceniuk

Mrs. Catherine S. Kiddoo

Mr. & Mrs. Sam S. Leotta

Robert & Barbara Levine Charitable Fund of the Vanguard Charitable Endowment

Mr. & Mrs. Fred H. Lippucci, Jr.


Mr. & Mrs. Charles A. Lister (includes matching gift from the Schneider Electric/Square D Foundation)

Col. & Mrs. Robert J. Lynch

Ms. Anita I. McCloskey

Dr. & Mrs. Robert J. Meli

Ms. Jean M. Moakley

Mr. & Mrs. Donald M. Moorhead

Mr. James F. Morrison

Mrs. Myra W. Morrison

Mr. & Mrs. M. E. Nevins

Linda Novak Memorial Fund

Mr. & Mrs. William J. Patterson

Cheryl H. Peters Trust

Mr. F. G. Pruitt, Jr.

Virginia C. Quirk Trust

Ms. Claire Scifres

Mr. & Mrs. Robert E. Scifres

Charles H. & Beverly E. Shaw Foundation

SKRAM Foundation of the Fidelity Charitable Gift Fund

Mr. & Mrs. Carl G. Smith

Mrs. Elsie Snyder

Mr. & Mrs. William H. Stevens

Dr. Steele F. Stewart, Jr. & Rev. Nancy Stewart

Mrs. Katherine F. Strong

Dr. Joseph F. Sullivan

Suncoast West Foundation

Mr. & Mrs. Earl A. Sween

Mildred L. Tappan Trust

Mr. & Mrs. Greg Tarbutton

Mr. & Mrs. Lloyd Tarbutton

Mr. & Mrs. Tom Trumble

Mr. & Mrs. John D. Ware

Mrs. Jane D. Wentling

John F. & Laura M. Whitcomb Fund of the Community Foundation of Collier County

Mr. & Mrs. William M. Yaple

memorial Gifts were received for the following:Shirley Brinsfield

David Dance

Katherine O. Dupee

John Hakes

Marilyn Harvey

Pat Mullen

Martha Niepold

Marilyn Zinn


Mr. & Mrs. Lloyd Tarbutton

mediterra Employee scholarship Program Fundto provide scholarships for mediterra Club employees Mr. & Mrs. David A. Arledge

Christensen Family Foundation

Mr. & Mrs. Jon M. Conahan

Ms. June L. Cook Lapidus

Scott & Rebecca Curvey Gift Fund of the Fidelity Charitable Gift Fund

Mr. & Mrs. Wolfgang Diehl

Dill Charitable Fund of the American Endowment Foundation

Mr. Raymond Fino

Mr. Martin L. Gmeiner

Mr. Mark S. Graham

Mr. Paul Greenberg

Ms. Catherine Gronlund

Ms. Margo L. Gustafson

Mr. & Mrs. Douglas A. Hacker

Mr. & Mrs. Timothy J. Haller

Mr. & Mrs. Alex Khowaylo

Mr. & Mrs. William C. Knapp, II

James F. & Lynn E. Knupp Charitable Fund of the Vanguard Charitable Endowment

Marvin Lender Family Foundation, Inc.

Mr. & Mrs. James C. Lintzenich

Lumina Foundation for Education, Inc.

Mr. Donald J. Mann

Mr. & Mrs. James R. Markiewicz

Mr. Robert J. McGrail

Mr. & Mrs. Dale L. Medford

Mr. & Mrs. Frederick J. Mifflin

Mr. & Mrs. J. Leo Montgomery

Mr. Michael H. Mooney

Ms. Mary Lynn Myers

Mr. Stuart J. Nord

Mr. & Mrs. John N. Poole

Mr. Lance R. Primis

Mr. Randy T. Quinn

Mr. & Mrs. Harry T. Rose

Mr. Neal P. Rose

Dr. & Mrs. John S. Saia

The Schell Trust

Mr. William Scott

Dr. & Mrs. Laurence A. Sibrack

Mr. & Mrs. Bruce Soderholm

Mr. & Mrs. Irwin Teich

Mr. & Mrs. Henry J. Thiele, III

Mr. Ronald A. Waters

Wessel Family Foundation

Mr. & Mrs. R. Lynn Wilson

Mr. Patrick Zenner


michael Grech & Pete villanimemorial Fundto provide support for children who suffer from cancer, heart conditions, abuse and other issues that affect their well beingCancer Alliance of Naples, Inc.

Fancy Pants Golf Tournament proceeds

The T. F. Trust

michael J. szwed legacy Fundto provide a scholarship to a st. John neumann’s student who maintains a 2.5 GPA and is active in a sport & shows the proper sportsmanship1 Stop Continuing Education, Inc.

Acadian Builders of Naples, Inc.

Ms. Marcelle Aizenshtat

Bayonne Physical Therapy, Inc.

Bentley Electric Co. of Naples, Inc.

Mr. Jon Bigel & Ms. Marcy Aizenshtat

Mr. Nicholas C. Bobzien

Mr. Joseph L. Carney

Code Blue Technology

Mary E. Dooner Foundation, Inc.

Downing-Frye Realty, Inc.

Mr. & Mrs. M. Kevin Dugan

Florin Roebig, PA

Mr. & Mrs. John D. Fumagalli

Mr. & Mrs. Robert J. Henninger, Jr.

Mr. & Mrs. Peter S. Hetrick

Marcom

Mr. & Mrs. Michael D. Miller

Northern Trust Bank

Orion Home Inspections, Inc.

Poyant Consulting Group, Inc.

PrimeGroup Insurance Services, Inc.

Ross Title & Escrow, Inc.

Scott Aerator Co., LLC

St. Ann Parish

Michael J. Szwed Golf Classic proceeds

Timothy M. Talbott DDS, MS, PA

Mr. & Mrs. C. Todd Vedder

GiFts & GRAnts

Gifts to Funds Grants Awarded

GiFts & GRAnts

macniven Family Fundto support the youth leadership Collier ProgramMr. & Mrs. M. A. Ackerman

Anonymous Donor

Ms. Judy P. Aguilar-Woertz

Mr. & Mrs. Brandon L. Bevil

Mr. & Mrs. Terry C. Bibleheimer

Mr. & Mrs. Timothy G. Bosse

Coastal Engineering Consultants, Inc.

Mitch Collier Insurance Agency, Inc.

Mr. & Mrs. Greg Collins

Mr. & Mrs. Joel M. Cox

Drs. Dery & Eads, P.A. Optometrists

Mr. & Mrs. Craig K. Duncan

Ms. Donna L. Evans

Kenneth L. Evans Revocable Trust

Ms. Lucy Flinn

Ms. Pamela A. Glaeser

Mr. Alfred Griffin

Mr. & Mrs. Brian F. Hill

Mr. & Mrs. Michael Horn

Ms. C. J. Hueston

Joseph J. McClellan Insurance Agency, Inc.

Karen Wolfe State Farm Insurance

Mr. & Mrs. James M. Keelor

Mr. & Mrs. Kirk J. Kvetko

Mr. & Mrs. Michael J. Lancellot

Mr. Bruce Langford

Mr. & Mrs. Dallas Mabry

Mr. Ralph B. MacNiven, Jr.

Rich Mathews Insurance Agency, LLC

Mr. M. Lee McComb

Mid Day Optimist Club, Inc.

Mr. & Mrs. David A. Norton

Ms. C. Olson

Mr. Clifford Olson

Mr. Roger L. Parsons

Mr. James A. Pilon

Mr. & Mrs. James B. Rausch

Mr. & Mrs. Leonard A. Rose

Mr. & Mrs. Scott Salley

Mr. James N. Smith

Mr. Ronald A. Smith

Mr. & Mrs. Andrew D. Snoke

Southwest Florida Employers Assoc., LLC

State Farm Insurance Companies

Alan L. Storm & Daryl Storm

Treiser Collins, PL

Mr. & Mrs. Larry W. Walker

Ms. Deborah M. Warren

Mr. & Mrs. Stephen E. Williams

Wynn Properties, Inc.

memorial Gifts were received for the following:Donna MacNiven

Fresh start for Abused WomenGrant Fundto provide funds to women and their children to enable them to make a “fresh start” in a new life free from abuseMr. & Mrs. Donald H. Baldwin

Mr. & Mrs. Robert E. Bortz

The Clements Foundation, Inc.

Collier County Alumnae of Kappa Kappa Gamma

Mr. Joseph N. Daley

Mrs. Katheryne M. Erickson

Mr. Raymond E. Fink, Sr.

Dr. Michael Finkel & Ms. Dina Sewell

Mr. & Mrs. William M. Flatley

Mrs. Virginia Fleming

Mr. & Mrs. William J. Frey

Dorothy B. Haines Trust

Mr. & Mrs. Hal T. Hansen

Ms. Virginia H. Harlow

Mr. & Mrs. James M. Hobin, Jr.

Mrs. Sarah Jane Humphrey

Mrs. Joy Iannotta

Mr. Frank Ibarra

Mr. Richard Irons & Ms. Barbara McLauchlan

Mrs. Jane G. Laird

Mr. & Mrs. Douglas E. Lange

Mr. & Mrs. William Lynn

Elaine R. Maki Living Trust

Ms. Teresa A. McAllister

Mr. & Mrs. Mark R. McDonough

Mr. Carleton W. Moore

Ms. Nancy Moore

Mr. & Mrs. Burr J. Mosher, Jr.

Mr. & Mrs. Stephen R. Myers

Naples United Church of Christ

Ms. Jeanne Pare

Mary Ellen W. Peter Living Trust

James D. & Bess S. Polis Foundation Fund of the Community Foundation of Collier County

Presbyterian Women of the

Moorings Presbyterian Church

Mrs. Ruth P. Rambo

Mr. & Mrs. Hubert J. Saunders

Mrs. Jean Schaffer

Mr. Charles W. Schellenger

Ms. Linda T. Sims

Joan K. Slocum Foundation

Edmund H. Sorenson Trust

Mr. & Mrs. Charles K. Szabo

Mildred L. Tappan Trust

Ms. Frankie Anne Tester

Mr. & Mrs. John Varsames

Mr. & Mrs. W. Russell Welsh


Beth Moore

the Community Foundation’s Grant Programthe Community Foundation of Collier County granted a total of $5,719,879 during the period of July 1, 2011 through June 30, 2012. the following grant programs were awarded $405,058 during the period July 1, 2011 through June 30, 2012.

Capacity building GrantsCapacity building grants are awarded once a year to assist agencies with actions that improve their effectiveness and enhance a nonprofit’s ability to accomplish its mission.

Amigos en Cristo, Inc. d.b.a. Amigos Center

Bayshore Cultural and Performing Arts Center, Inc.

Charity for Change, LLC

Collier County Junior Deputies League, Inc.

Dental Outreach of Collier, Inc.

Foundation for the Developmentally Disabled


Grace Place for Children and Families, Inc.

Guadalupe Center, Inc.

Habitat for Humanity of Collier County

Harry Chapin Food Bank

Healthcare Network of Southwest Florida Foundation, Inc.

Healthy Start Coalition of SW FL

Immokalee Housing & Family Services


GiFts & GRAnts

Grants Awarded

GiFts & GRAnts

Grants totaling $5,719,879 were issued during the period of July 1, 2011 - June 30, 2012. Fundholders awarded $5,314,821 to the following organizations to support their charitable activities.

Able Academy, Inc.

Abuse Counseling and Treatment, Inc.

The Adirondack Council

Adopt-A-Native-Elder

AdoptaPlatoon

Adoption Community of New England, Inc.

Aircraft Carrier Hornet Foundation

Alliance for Global Justice

Alliance to Protect Nantucket Sound, Inc.

Alzheimer’s Association - National Office

Alzheimer’s Association - FL Gulf Coast Chapter

Alzheimer’s Support Network

American and Foreign Christian Union, Inc.

American Bible Society

American Bird Conservancy

American Breast Cancer Foundation

American Cancer Society

American Diabetes Association

American Health Assistance Foundation- Macular Degeneration Resort

American Heart Association

American Heart Association National Bequest Center

American Heart Association Tampa - St. Petersburg

American Indian College Fund

American Institute for Cancer Research

American Jewish Committee

American National Red Cross

American Red Cross

Americares Foundation, Inc.


Andrea J. Will Memorial Foundation

Anti Defamation League Foundation

Arthritis Research Institute of America

ArtsNaples World Festival, Inc.

Association for the Preservation of Cape Cod

Auburn Memorial Hospital

Auburn YMCA-WEIU

Audubon of Florida/Corkscrew Swamp Sanctuary

Auroville International USA

Avow Hospice, Inc.

B’nai B’rith International

Babson College

Baby Basics of Collier County, Inc.

Bach Ensemble

Ball State University Foundation

Baltimore Woods Nature Center

Benedictine Academy

Bikes for Tykes, Inc.

Bloomington Hospital Foundation, Inc.

Boomer Esiason Foundation

Borodino Methodist Church

Bosom Buddies Breast Cancer Support Group, Inc.

Boston University

Boy Scouts of America National Council

Boy Scouts of America

Boys & Girls Club of Clinton County

Boys & Girls Club of Collier County

Brady Urological Institute

Breast Cancer Research Foundation

Brian Bex Report, Inc.

Bright Futures Foundation

Bright Spot Therapy Dogs, Inc.

Brody Project for Animal Assisted Therapy, Inc.

Bucknell University

Burr & Burton Academy

Cairo Public Library

Cal Ripken Sr. Foundation, Inc.

Camp Dudley YMCA, Inc.

Cancer Alliance of Naples, Inc.

Cape Cod Commercial Hook Fishermen’s Association, Inc.

Care Club of Collier County

Cathedral Church of St. John the Divine

Cathedral of St. Patrick

Catholic Charities of Collier County

Catholic Inner City Schools Education Fund

Catholic Relief Services

Catholics Come Home, Inc.

CATO Institute

Cayuga County Community College Foundation

Celebration Community Church

Center for Family Connections, Inc.

Central Vermont Community Action Council, Inc.

Chameleon Theatre Circle


Chatham Conservation Foundation, Inc.

Cheetah Conservation Fund

Children’s Advocacy Center of Collier County

Children’s Home Society of FL

Children’s Museum of Naples

Choate Rosemary Hall Foundation, Inc.

Christian Appalachian Project, Inc.

Christian Brothers of Bonita Springs Los Hermanos, Inc.

Cincinnati Art Museum

Cincinnati Zoo Foundation, Inc.

Citizens Scholarship Foundation Chatham Chapter

City of Naples

Civil War Preservation Trust

Coalition of Florida Farmworker Organizations (COFFO)

Colby College

Colgate University

Collier 211 Fund of the Community Foundation of Collier County

Collier Building Industry Association Foundation, Inc.

Collier County Audubon Society

Collier County Children’s Advocacy Council, Inc.

Collier County Hunger and Homeless Coalition

Collier County Junior Deputies League, Inc.

Collier County Lacrosse Association, Inc.

Legal Aid Service of Collier County

Naples Botanical Garden, Inc.

Naples Garden Club, Inc.

Naples Lions Club Foundation

Naples Zoo

Parkinson’s Association of Southwest Florida, Inc.

Planned Parenthood of Collier County

The Conservancy of Southwest Florida, Inc.

Professional Development GrantsProfessional Development grants are awarded throughout the year to provide agencies with essential training, the ability to hire a consultant, and resources to purchase equipment that will strengthen their internal structure and enhance their ability to do business in Collier County.


ArtsNaples World Festival, Inc.

Avow Hospice, Inc.

Bach Ensemble

Bayshore Cultural and Performing Arts Center, Inc.

Care Club of Collier County


Children’s Advocacy Center of Collier County

Classic Chamber Concerts, Inc.

Coalition of Immokalee Workers aka CIW

Collier County Audubon Society

Collier County Hunger and Homeless Coalition

Community School of Naples

David Lawrence Foundation Mental Health, Inc.


Dr. Piper Center for Social Services, Inc.

Eden Autism Services Florida

Education Foundation of Collier County

For the Love of Cats, Inc.

Freedom Waters Foundation, Inc.

Friends of Fakahatchee, Inc.

Friends of Foster Children of Southwest Florida

Friends of Rookery Bay


Girl Scouts of Gulfcoast Florida


Greater Marco Family YMCA, Inc.


Haitian Coalition of Collier County, Inc.



Hodges University

Holocaust Museum of Southwest Florida, Inc.

Housing Development Corporation of SW Florida

Humane Society of Collier County

Immokalee Foundation


Immokalee Multicultural Multipurpose Community Action Agency, Inc.

Interfaith Action of Southwest Florida

Jewish Family & Community Services of Southwest Florida

League of Women Voters of Collier County Education Fund

Literacy Volunteers of Collier County

Make a Wish Foundation of South Florida, Inc.

Mental Health Association of Southwest Florida

Montessori Academy of Naples, Inc.

Naples Art Association, Inc., von Liebig Art Center


Naples Equestrian Challenge, Inc.

Naples Garden Club, Inc.

Naples Historical Society

Naples Orchestra & Chorus dba I Musici Di Napoli

Naples Orchid Society, Inc.

Naples Pathways Coalition

Naples St. Patrick Foundation, Inc.

Naples Woman’s Club

Naples Zoo

Neighborhood Health Clinic


Pink Ribbon Restorative Yoga, Inc.


Royal Palm Academy

Senior Friendship Centers, Inc.

St. Matthew’s House

St. Vincent de Paul Society, Inc.

Sunlight of Collier County, Inc.

TheatreZone, Inc.

United Arts Council of Collier County, Inc.

Volunteer Collier, Inc.

Youth Haven

Direct Charitable ActivitiesGrants that support the Community Foundation’s Direct Charitable activities for donors and nonprofits. these grants enable the Foundation to take a leadership role in recognizing and mobilizing the community to action when a pressing community need is identified. Center for nonprofit ExcellenceConsultations, leadership training, management programs, and custom retreats for nonprofits serving Collier County

Collier 211 To fund Collier 211, an information and referral service

Community resources ProgramOnline resource directory and nonprofit management services for 160 Collier County nonprofit organizations

Donor resources ProgramEducational programs, research and resources for donors and community funders that support nonprofit organizations in Collier County

Women’s Philanthropic networkResearch and data collection on the needs of at-risk women and girls in Collier County

Grants Awarded


GiFts & GRAnts

GiFts & GRAnts

Collier County Public Schools-Laws of Life Contest

Collier Senior Resources

Columbia University

The Columbus Foundation

Commentary, Inc.

Community Involved in Sustaining Agriculture

Community Pregnancy Clinic

Community School of Naples

Competitive Enterprise Institute

Conduit Road Fire Board, Inc.

The Conservancy of Southwest Florida, Inc.

Conservation Council for Hawaii

The Convent and Academy of the Visitation

Cortland College Foundation, Inc.

Council for Native Hawaiian Advancement

Covenant House Florida, Inc.

Crayons to Computers, Inc.

Crohn’s & Colitis Foundation of America, Inc.

Dana Hall School

Trustees of Dartmouth College

David Lawrence Foundation Mental Health, Inc.

Deerfield Academy

Delta Tau Delta Educational Foundation, Inc.


Disabled American Veterans Charitable Service Trust

District 742 Local Education & Activities Foundation

Doctors Without Borders USA, Inc.

Dorset Theatre Festival/American Theater Works, Inc.

Dorset Village Public Library Association, Inc.

Down Syndrome Association of Greater Cincinnati

Dr. Piper Center for Social Services, Inc.

Drug Free Collier

Dublin School, Inc.

Earthjustice

East Naples Baptist Church

Eden Autism Services Florida

Edison State College

Edison State College, Collier Campus

Edison State College Foundation, Inc.

Education Foundation of Collier County

Eldredge Public Library

Emma Willard School

Engineering Ministries International, Inc.

Environmental Film Festival in the Nations Capital

Episcopal Church of the Redeemer

Eric Carle Museum of Picture Book Art, Inc.

ESF College Foundation, Inc.

The Evan B. Donaldson Adoption Institute, Inc.

The Everglades Foundation, Inc.

Excelsior College

Falcon Foundation

Family Promise of Berks County, Inc.

Feminist Majority Foundation

Finger Lakes Land Trust

First Book

The First Parish in Cambridge

The First Presbyterian Church of Skaneateles, NY

Flagler College

Floor Covering Industry Foundation

Florida Christian College

Florida Engineering Foundation, Inc.

Florida Gulf Coast University

Florida Gulf Coast University Foundation, Inc.

Florida International University

Florida Repertory Company, Inc.

Florida Sheriffs Association

Florida State University

Food Bank of Central New York

Food for the Poor, Inc.

The Fort Wayne Rescue Mission Ministries, Inc.

Foundation for Cultural Review, Inc.

Foundation for Historic Christ Church, Inc.

Foundation for Seminole County Public Schools, Inc.

Foundation for the Developmentally Disabled

Free Wheelchair Mission

Freedom Waters Foundation, Inc.

Fresh Start for Abused Women Grant Fund of the Community Foundation of Collier County

Friends of Gummi, Inc.

Friends of Rookery Bay

Friends of the Library of Collier County, Inc.

Greater Immokalee Southside Front Porch Community, Inc.


The Fund for American Studies

The Garden of Hope & Courage

Gene Doyle Memorial Foundation, Inc.

George School

Georgetown University Law Center

Georgetown University

Gift of Life International, Inc.

Glenview Employees Scholarship Fund of the Community Foundation of Collier County

Glenwood School for Boys and Girls

Global Fund for Women, Inc.


Grand Square, Inc.

Grant Foundation dba Hopital Albert Schweitzer

Great Lakes Christian College

Greater Naples Little League

Greenwood House Foundation, Inc.


Guadalupe Social Services

Gulf Coast Runners Club, Inc.

Habitat for Humanity of Collier County

Habitat for Humanity of Lee & Hendry Counties, Inc.

Hanover College

Harry Chapin Food Bank

Harvard University

Harvest Community Church

Haynes House of Hope



Heartland Alliance for Human Needs & Human Rights

Help The Least of These, Inc.

Heritage Foundation

Heritage Institute

The Hill School

Hillsdale College

Historical Society of Western Pennsylvania

Hodges University

Holocaust Museum of Southwest Florida, Inc.

Hood College of Frederick Maryland

Hope College

Hope for Haiti

Hope for Life

Hope Lutheran Church

Hopkins Nanjing Program Center

Hospice of Cincinnati, Inc.

Hospice of the Fisher House

Humane Society of Collier County

I HOPE

Immokalee Child Care Center

Immokalee Emergency Services Collaboration Fund

Immokalee Foundation

Immokalee Friendship House


Immokalee Multicultural Multipurpose Community Action Agency, Inc.

Immokalee Emergency Services Collaboration Fund of the Community Foundation of Collier County

Immokalee Nonprofit Network Fund of the Community Foundation of Collier County

Indiana Down Syndrome Foundation

Indiana University Foundation

Institute for Humane Studies

Institute on Religion and Public Life

Intercollegiate Studies Institute, Inc.

International Fellowship of Christians & Jews

International Lutheran Layman’s League

Invisible Theatre

Iraq & Afghanistan Veterans of America Foundation, Inc.

ITT Technical Institute

Jewish Big Brother-Sister Association of Boston

Jewish Chautauqua Society

Jewish Community Center of Houston

Jewish Family & Community Services of Southwest Florida

Jewish Federation of Collier County

Jewish World Watch

Joe Foss Institute, Inc.

John Burroughs School

John McMillan Presbyterian Church

Jones County Historical Society

Junior Achievement of SW Florida

Kenan-Flager Business School Foundation

Kenilworth Church

Kids Against Hunger of Southwest Florida, Inc.

Kneads a Fresh Vision for Special Education

Laces of Love Charitable Foundation, Inc.

Lambi Fund of Haiti

Landgrove Historical Society, Inc.

Lasell College

Law Enforcement Legal Defense Fund

Leadership Collier Foundation, Inc.

The League Club, Inc.

Lee Memorial Health System Foundation

Legal Aid Service of Collier County

Lely Presbyterian Church

Lensic Performing Arts Center Corporation

Liberty Youth Ranch

Literacy Volunteers of Collier County

Literacy Volunteers of America - Metropolitan Atlanta, Inc.

Loomis Village, Inc.

Lorenzo Walker Institute of Technology

Make a Wish Foundation of South Florida, Inc.

March of Dimes Foundation

Marin County Open Space District Division

Marine Toys for Tots Foundation

MarineParents.com, Inc.

Marquette University High School

Massachusetts Audubon Society, Inc.

Massachusetts Institute of Technology

Masters School

Maui Adult Day Care Center for Senior Citizens & Disabled, Inc.

Mayo Foundation for Medical Education & Research

Meals on Wheels of Bonita Springs Florida, Inc.

Media Research Center, Inc.

Memorial Sloan-Kettering Cancer Center

Mennonite Disaster Service

Mercy Corps

Mercy Home for Boys and Girls

Metropolitan Museum of Art

Miami Children’s Hospital Foundation

Middlebury College

Milwaukee Community Sailing Center

Minnesota Medical Foundation

Minnesota Organization on Fetal Alcohol Syndrome

Miracle Limbs-Courage In Motion Fund

Miracles in Action

Montgomery County Stroke Association, Inc.

Moorings Park Foundation, Inc.

Movember, Inc.

MS Home-Southwest Florida, Inc.

Muscular Dystrophy Association

Nantucket Boys & Girls Club

Nantucket Conservation Foundation

Nantucket Cottage Hospital

Naples Alliance for Children

Naples Art Association, Inc., von Liebig Art Center

Naples Backyard History, Inc.


Naples Children and Education Foundation

Naples Christian Church

Naples Council on World Affairs

Naples High School

Naples Orchid Society, Inc.

Naples Players, Inc.

Naples United Church of Christ

Naples Yacht Club Blue Gavel Scholarship Fund, Inc.

Naples Zoo

Naral Pro-Choice America Foundation

National Academy of Sports Medicine

National Audubon Society

National Children’s Cancer Society, Inc.

Grants AwardedGrants Awarded


National Disaster Search Dog Foundation, Inc.

National Jewish Health

National Multiple Sclerosis Society

National Museum of Commercial Aviation

National Review Institute

National Society of the Colonial Dames of America

National Veterans Legal Service Program

National Wildlife Federation

Native American Rights Fund

Nature Conservancy Central/Western New York

The Nature Conservancy Florida Chapter

Nature Conservancy Vermont Chapter

Nature Conservancy, Inc.

NCH Healthcare Foundation

Neighborhood Health Clinic

New England College of Optometry

The New York Conservatory for Dramatic Arts

Nonviolent Peaceforce

Norris Fund of the Community Foundation of Collier County

North Carolina Central University Foundation

North Naples United Methodist Church

Northern Trust Silver Anniversary Fund of the Community Foundation of Collier County

Northfield Mount Hermon School

Northrise University Initiative

Northshire Civic Center, DBA Riley Rink at Hunter Park

Northwestern University

Nova Southeastern University

Ogunquit Playhouse Foundation

Ohana Makamae, Inc.

Old Deerfield Productions, Inc.

Omni Montessori School

Onondaga Community College Foundation, Inc.

Opera Naples, Inc.

Orphan Foundation of America

Outward Bound, Inc.

Pace Center for Girls

Park McCullough House Association, Inc.


Patriots for Freedom Foundation, Inc.

Pawlet Historical Society

Pawlet Public Library

Pawlet Scholarships, Inc.

Pawlet Volunteer Fire Department, Inc.

Pearl S. Buck International, Inc.

Philharmonic Center For The Arts, Inc.


Port Chester Carver Center, Inc.

Portland After School Tennis, Inc.

Prison Fellowship Ministries

Professional Givers Anonymous of Collier County, Inc.

Project Help, Inc.

Project HOPE

Providence House, Inc.

Provincetown Center for Coastal Studies

Public Communicators, Inc.

Purdue Foundation

Queens University of Charlotte

The Quest Educational Foundation

Ramapo College of New Jersey

Rasmussen College

RCMA

Rebuilding Together, Inc.

Redhouse Arts Center, Inc.

Remnant Trust, Inc.

Reynolda House, Inc.

Rhodes College

Rockefeller Philanthropy Advisors, Inc.

Roman Catholic Diocese of Charlotte, NC

Ronald McDonald House Charities of SW FL

The Rotary Club of Naples Charitable Foundation

The Rotary Club of Naples Bay Foundation Corp.

The Rotary Foundation of Rotary International

Rotary Gift of Life Florida, Inc.

Royal Oak Foundation, Inc.

Rutland Area Visiting Nurse Association, Inc.

Rutland City Rescue Mission, Inc.

Rutland Health Foundation, Inc.

Saint Joseph Social Service Center

Salt of the Earth

Salvation Army National Corp. Headquarters

Samaritan Outreach Services

Sankaty Head Foundation, Inc.

Santa Fe Opera

Santa Fe YMCA

Sarah Lawrence College

Sconset Trust, Inc.

Seaweb

Second Harvest Heartland

Seed Foundation, Inc.

Seeing Eye, Inc.

Shakespeare in Paradise, Inc.

Sharing and Caring Hands, Inc.

Shelter for Abused Women

Shriners Hospitals for Children

Shy Wolf Sanctuary, Education and Experience Center, Inc.

Sightline Institute

Sisters of the Humility of Mary

Skaneateles Recreational Charitable Trust

Smile Train, Inc.

Smokey House Center

Society of St. Vincent de Paul

South Londonderry Library Association

Southern New Hampshire University

Southern Poverty Law Center, Inc.

Southern Vermont Arts Center

Southwest Florida College

Southwest Florida Community Foundation

Southwestern Vermont Health Care Corp.

Special Operations Fund

Special Operations Warrior Foundation

St. Agnes Catholic Church

St. Ambrose of Woodbury Catholic Church

St. Ann Catholic Church

St. Frances Cabrini Roman Catholic Church

St. Francis Academy, Inc.

St. John Neumann High School

St. John the Evangelist Catholic Church

GiFts & GRAnts

GiFts & GRAnts

St. John’s Episcopal Church

St. Jude Children’s Research Hospital

St. Louis Psychoanalytic Institute

St. Mary’s Roman Catholic Church

St. Matthew’s House

St. Paul Academy and Summit School

St. Vincent de Paul Society, Inc.

St. Vincent Hospital Foundation

St. Williams Catholic Church

Sun Valley Summer Symphony, Inc.

Sunlight of Collier County, Inc.

Sunrise Community of Collier County, Inc.

Susan Odell Taylor School for Children

SW Florida Children’s Charities, Inc.

Szwed Legacy Fund of the Community Foundation of Collier County

Tax Foundation

Temple Congregation Ohabai Sholom

Temple Shalom

Theta Delta Chi Educational Foundation, Inc.

Tides Center

Tilton Library

Timken Museum of Art

Traverse Symphony Orchestra

Tree of Life Church

Trine University

Trinity-by-the-Cove Episcopal Church

Tripp Memorial Foundation, Inc.

Truman State University

Tumani Fund USA, Inc.

Turning Point, Inc.

Tuscon Kitchen Musician’s Association

Twin Cities Habitat for Humanity

TWLOHA, Inc.

United States Fund for UNICEF

Union for Reform Judaism

United Arts Council of Collier County, Inc.

United Spinal Association, Inc.

United States Olympic Committee

United Way of Collier County

United Way of Lee County, Inc.

Unity School of Christianity

University of California at Davis

University of Central Florida

University of Colorado Foundation

University of Florida

University of Massachusetts at Amherst Alumni Association, Inc.

University of Miami

University of North Florida

University of Notre Dame

University of South Dakota Foundation

University of South Florida, Orlando

University of Tampa

University School of Nashville

Unwanted NYC Pets, Inc.

Upward Bound of Unity, Inc.

Vassar College

Vermont Catholic Charities, Inc.

Vermont ETV, Inc.

Vermont Food Bank

Vermont Public Radio

Vermonters for a Clean Environment, Inc.

Vets4Vets

Vienna Presbyterian Church

Villa Duchesne and Oak Hill School

Vistamar School

Voices For Kids of Southwest Florida, Inc.

Washington National Cathedral

Wellesley College

Wesley Theological Seminary of the Methodist Church

West Pawlet Volunteer Fire Department, Inc.

WGBH Educational Foundation

WGCU Public Media

WGCU-TV

Wheelchair Foundation

Whitaker Center for Science and the Arts

Whitehorse High School

Williams College

WMHT Educational Telecommunications, Inc.

Women for Women International

Women’s Philanthropic Network Fund of the Community Foundation of Collier County

Women’s Philanthropic Network Grant Fund of the Community Foundation of Collier County

Women’s Resource Center of Northern Michigan, Inc.

Woodbury Life Resource Center

The Woods Hole Research Center

Woodstock Historical Foundation, Inc.

World Jewish Congress Foundation

World Vision, Inc.

Wounded Warrior Project, Inc.

Wyndemere Fund of the Community Foundation of Collier County

Yale University

Yampa Valley Land Trust, Inc.

YMCA of Monroe County, Inc.

YMCA of the Palms

Young Life

Youth Haven

Grants AwardedGrants Awarded


FinAnCiAls2012 summary Financial statements For the year Ending June 30, 2012 statement of Financial Position AssEts Receivables & Other $ 3,449,112 Investments (Including Cash Held for Investments) $ 57,416,376 Split Interest Agreements $ 2,605,252 total Assets $ 63,470,740

liAbilitiEs AnD nEt AssEts Grants Payable and Other Accrued Expenses $ 180,344 Agency Funds and Other Liabilities $ 3,448,300 Net Assets $ 59,842,096 total liabilities and net Assets $ 63,470,740

statement of Activities rEvEnuEs Contributions (Net) $ 6,244,122 Investment Return $ (617,922) Actuarial Adjustments and Other $ (523, 543) total revenues $ 5,102,657

GrAnts & ExPEnsEs Grants $ 5,719,879 Program Services $ 981,073 Operating Expenses $ 748,404 total Grants and Expenses $ 7,449,356 Change in Net Assets $ (2,346,699) Net Assets Beginning of Year $ 62,188,795 net Assets End of year $ 59,842,096

General Endowment strategic Allocation

Revenues by Mission Focus

-2.50%

-1.50%

-.50%

1.50%

2.50%

0

5

10

15

20

$0

$10

$20

$30

$40

$50

$60

$70

0

1000000

2000000

3000000

4000000

5000000

6000000872,177

804,036

670,756

823,849

4,649,156

$0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

$7,000,000

0

1000000

2000000

3000000

4000000

5000000

6000000

7000000

8000000

0

10

20

30

40

50

60

70

80

3.50%

4.50%

5.50%

6.50%

7.50%

Large Cap Equities11%

18%

Hedge Funds20%

Mid Cap Equities3%

International Equities14%

Fixed Income25%

Private Equity 8%

Real Estate 10%

Commodities 4%

Cash 5%

Asset AllocationThe Foundation maintains a strategically diversified asset allocation within the General Endowment Pool that is designed to optimize investment risk and returns. By investing in a variety of asset classes that react differently to economic and market cycles, the Endowment Pool is able to buffer downside risk and materially participate in rising markets.

Community Foundation of Collier Countyrolling 10 year General Endowment returns

(Fiscal year) Revenues by Mission Focus

-2.50%

-1.50%

-.50%

1.50%

2.50%

0

5

10

15

20

$0

$10

$20

$30

$40

$50

$60

$70

0

1000000

2000000

3000000

4000000

5000000

6000000872,177

804,036

670,756

823,849

4,649,156

$0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

$7,000,000

0

1000000

2000000

3000000

4000000

5000000

6000000

7000000

8000000

0

10

20

30

40

50

60

70

80

3.50%

4.50%

5.50%

6.50%

7.50%

FY 2008 FY 2009 FY 2010 FY 2011 FY 2012

6.28%

4%

3.39%

1.06%

2.70%

1.63%

3.93%

5.29%

10 Year Return

Current Spending PolicyExpected ROR 8.00%Inflation <2.75%>CFCC Admin <1.25%>Avail. for Grants 4.00%

60% SP 500/ 40% BarclaysAggregate

investment returnsThe Foundation’s General Endowment Pool is invested to produce consistent, limited-volatility, long-term investment returns, to provide sustainable funding to nonprofits in perpetuity. The above chart compares the General Endowment actual returns to a broad-based, multi-asset benchmark, although the investments are managed against specific, commonly accepted performance benchmarks for each asset class component.

Financial statementsThe majority of the Community Foundation’s assets are comprised of investments. These investments generate charitable dollars that are distributed to community nonprofits. The assets of the Foundation grow through new contributions and investment income, insuring increased grantmaking over the long run.

5.69%5.45%

10 Year SP 500

FinAnCiAls


-2.50%

-1.50%

-.50%

1.50%

2.50%

0

5

10

15

20

$0

$10

$20

$30

$40

$50

$60

$70

0

1000000

2000000

3000000

4000000

5000000

6000000872,177

804,036

670,756

823,849

4,649,156

$0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

$7,000,000

0

1000000

2000000

3000000

4000000

5000000

6000000

7000000

8000000

0

10

20

30

40

50

60

70

80

3.50%

4.50%

5.50%

6.50%

7.50%

total Assets 20 years(in millions)

1992 1997 2002

$2.94m

$14.38m

$36.56m

$62.04m$63.47m

Total Assets

2007 2012

total AssetsThe Foundation’s total assets are the backbone of its impact on our community. Funds are invested to maximize return while adequately managing risk. Invested funds generate grants for our community as well as grow our asset base. Our growing asset base allows the Foundation to maintain the purchasing power of its endowment so that in the future, the impact of our grants is not diminished.


-2.50%

-1.50%

-.50%

1.50%

2.50%

0

5

10

15

20

$0

$10

$20

$30

$40

$50

$60

$70

0

1000000

2000000

3000000

4000000

5000000

6000000872,177

804,036

670,756

823,849

4,649,156

$0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

$7,000,000

0

1000000

2000000

3000000

4000000

5000000

6000000

7000000

8000000

0

10

20

30

40

50

60

70

80

3.50%

4.50%

5.50%

6.50%

7.50%

total Assets by Fund type June 30, 2012 (total $63,470,740)

Split Interest Agreements 6%

18%

Scholarship Funds

3%

Agency Funds4%

Other 3%

Designated for Specific Nonprofits31%

Donor Advised Funds 35%

Unrestricted Grantmaking Funds

15%

Field of Interest3%

total Assets by Fund typeThe Community Foundation accomplishes its mission by offering various vehicles that assist donors in achieving their charitable goals. Many donors utilize Donor Advised Funds to facilitate their current giving while funds designated for specific nonprofits and unrestricted grantmaking create endowed legacies to help our community in perpetuity. Many families utilize split interest agreements, such as Charitable Remainder Trusts and Charitable Lead Trusts, in order to achieve both their financial and philanthropic goals.

Community impact The Foundation benefits our community through its grants and program services. Grants to nonprofits provide funding which allows organizations to carry out their community programs. Program Services such as the Center for Nonprofit Excellence, Women’s Philanthropic Network and Collier 211 bring together funders and nonprofits in order to support our community through education, grantmaking and community services.


-2.50%

-1.50%

-.50%

1.50%

2.50%

0

5

10

15

20

$0

$10

$20

$30

$40

$50

$60

$70

0

1000000

2000000

3000000

4000000

5000000

6000000872,177

804,036

670,756

823,849

4,649,156

$0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

$7,000,000

0

1000000

2000000

3000000

4000000

5000000

6000000

7000000

8000000

0

10

20

30

40

50

60

70

80

3.50%

4.50%

5.50%

6.50%

7.50%

Community impactGrants and Program services

5 years

2008 2009 2010 2011 2012

Grants Program Services$8

23,8

49$5

,485

,893

$4,3

91,6

04$6

70,7

56

$5,2

75,7

03$8

04,0

36

$5,5

07,7

46$8

72,1

77

Expe

ndit

ures

$981

,073

$5,7

19,8

79

64 | www.cfcollier.org

mr. William D. lange, Chair Regions Private Wealth Management

mr. Pat Antonetti Antonetti Capital Management, LLC

mr. Gregory t. barkauskas SunTrust Investment Services, Inc.

mr. Christopher P. bray Willow Street Advisors, LLC

mr. Dennis C. brown Bond, Schoeneck & King, PLLC

mr. William m. burke Coleman, Yovanovich & Koester, P.A.

mr. Preston Came BNY Mellon Wealth Management

ms. Cynthia Carlson Akerman Senterfitt

mr. Kevin Carmichael Salvatori, Wood & Buckel, Attorneys at Law

mr. Joseph l. Charles Cypress Trust Company

ms. Kim Ciccarelli Kantor Ciccarelli Advisory Services, Inc.

mr. David J. Ciganek BankUnited Investment Services

mr. Paul Dresselhaus BNY Mellon Wealth Management

mr. Curt Edwards Fifth Third Bank Private Bank

mr. Jeffrey r. Erickson Abbot Downing Private Wealth Management

mr. brad A. Galbraith Hahn, Loeser & Parks, LLP

ms. robin Hamilton Morgan Stanley Smith Barney

mr. Gregory t. Holtz The Private Client Reserve at US Bank

ms. linda s. inman Iberia Wealth Advisors

mr. David m. Jones David M. Jones & Associates, Inc.

mr. Adam C. Kerlek Bond, Schoeneck & King, PLLC

mr. blake Kirkpatrick Salvatori, Wood,& Buckel, Attorneys at Law

mr. Andrew J. Krause Hahn Loeser & Parks, LLP

mr. lester b. law US Trust Bank of America, Private Wealth Management

mr. laird A. lile Laird A. Lile, P.A., Attorney and Counsellor at Law

ms. Jeanette m. lombardi Jeanette M. Lombardi, P.A.

mr. brian v. mcAvoy Harter, Secrest & Emery, LLP

ms. lisa K. merritt JPMorgan Private Bank

mr. William H. myers Porter Wright Morris & Arthur, LLP

ms. Gail K. neuharth Northern Trust

mr. Jerry F. nichols Northwestern Mutual-Brown & Brown Benefits

ms. shelley rhoads Perry Huntington Wealth Advisors

mr. bradley G. rigor Quarles & Brady, LLP

ms. lorna scharlacken Harter Secrest & Emery, LLP

mr. William r. slepcevich Slepcevich Financial Group

mr. robert J. stommel Porter Wright Morris & Arthur, LLP

ms. sharon r. treiser PNC Wealth Management

ms. Ellen C. vanderburg Key Private Bank

ms. Gail s. Webster Huntington Wealth Advisors

mr. George A. Wilson Wilson & Johnson, P.A.

mrs. Jennifer Wisnar Regions Private Wealth Management

mr. Ed Wollman Wollman, Gehrke & Solomon, PA

mr. Joseph D. Zaks Roetzel & Andress, LPA

missionThe Professional Advisors Council provides education, resources and experience on charitable planning to promote strategic philanthropy in Collier County.

Overview: The Community Foundation benefits from many volunteers who serve on the Professional Advisors Council (PAC). These volunteers provide a wealth of knowledge and experience that guide all aspects of the organization’s work. The PAC is made up of attorneys, financial planners, accountants, insurance professionals, and trust officers who share a commitment to philanthropy and an understanding of the benefits they can provide their clients through the Community Foundation.

PRoFessionAl AdvisoRsCounCil

Our Mission

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

2400 Tamiami Trail North, Suite 300, Naples, Florida 34103239.649.5000 | www.cfcollier.org

Community Foundation of Collier County

the power of philanthropy · william d. lange suzanne lount brian v. mcavoy j. richard munro john...

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