T H E
CO M M U N I T Y
F O U N DAT I O N
O F
CO L L IER
CO U N T Y
THE POWER OF
PHILANTHROPY
2008 ANNUAL REPORT
0PowerCover.indd 3
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CONTENTS
ThanK you
The board of Trustees of the Community Foundation of Collier County is
delighted to report such outstanding results in our 2008 annual report to
the community. however, as you review the work of the Foundation we are
sure you will agree that has none of this would be possible without the
generosity of our donors, the creativity of our fundholders, and the
thousands of hours of volunteer time that our committee members
contribute to help strengthen our community forever.
Publisher The Community Foundation of Collier County ediTor Jane billings
ConTribuTing ediTors Jane billings, Mary george, Jinny Johnson, dolly roberts, susan utz
layouT & design Jane rawnsley graphic design PhoTograPhy Corporate Partners
& Women of initiative: annette Kirk; immokalee images of hope: brynn bruijn; Women of
initiative Pages 37 & 41: Wendy Castle sPeCial ThanKs To: Jinny Johnson, Kathy Wheeler
2400 Tamiami Trail NorTh, SuiTe 300, NapleS, Fl 34103 • 239.649.5000
THE POWER OF PHILANTHROPY
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CONTENTS
7
Corporate partNerS
37 WoMeN oF INItIatIve
2
The Power of Philanthropy
9
BNY Mellon
Wealth Management
44 patty Baker
6
Board, Committees
and Staff Listings
18 Gulfshore Insurance, Inc.
8
Hahn Loeser & parks
17 Harmon-Meek Gallery
10 Lowry Hill
11 Naples Beach Hotel
& Golf Club
46 Stephanie Munz Campbell
40 Sue Dalton
39 Dottie Gerrity
42 Barbara Jordan
41 Doreen Loskill
43 Jean ann Lynch
14 Naples Daily News
47 Jennifer Sproul Sullivan
12 Naples Illustrated
46 Judith Wilson Sullivan
15 Northern trust
38 Sharon treiser
19 U.S. trust, Bank of america
private Wealth Management
21
22
Immokalee Initiative
24
Women’s Initiative
25
Leadership Council on Aging
27
13 Wasmer, Schroeder & Company
16 Willow Street advisors, LLC
private Wealth Management
www.cfcollier.org
0IFC-001.indd 1
CNE serving nonprofits
The Business of Nonprofit Business
36
Listing of Funds
Funds Established at the Community
Foundation from 1985-2008
Financials
Statements of Financial
Position & Activities
48
Gifts to Funds
54
Grants Awarded
63
Professional Advisors Council
64
The Albrecht Legacy Society
THE POWER OF PHILANTHROPY
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THE POWER OF PHILANTHROPY
KNOWLEDGE • COLLABORATION • LEVERAGE
Knowledge
In 2008, our Board of Trustees determined that the time
had come to capitalize upon the Community Foundation’s
services, and available means to address them, is critical
to nonprofit effectiveness.
position as a premiere philanthropic resource and its global
We determined that a disciplined approach to
perspective on the County’s unmet needs and the nonprofit
data collection should begin at the Foundation with a
groups that serve them. To fulfill our mission of strengthen-
Nonprofit Resource Directory. We now require that
ing the community forever, we have created a new vision
all nonprofit organizations seeking funding from the
that will profoundly change the way we do business.
Foundation register on-line and update their informa-
The essence of our new approach calls for a strategic
tion annually. With 115 nonprofits currently enrolled, we
shift to capacity-building. Though difficult to define, the
have a greater understanding of the industry as a whole
term “capacity-building” includes such crucial activities
and the funding sources available.
as creating authoritative and easily accessible information
In addition, early this year, the Foundation increased
on community needs and nonprofit capabilities, fostering
its network of volunteers and interviewed 60 nonprofits
collaboration among stakeholders, and leveraging
to gather their unique perspective on community gaps
resources for maximum effect.
in services. Armed with this information, we are much
better able not only to address real needs in our community,
but also to understand how to begin meeting those
Knowledge
An investment in research and development has
needs. Just as important, donors, nonprofits, individuals
always been key to sound decision-making. In the
and governments all can understand the real issues our
Foundation’s world, understanding gaps in community
community faces today. See page 4.
PHOTO: Mary George, President & CEO, and Bill Thomas, Chair, Board of Trustees
2
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THE POWER OF PHILANTHROPY
KNOWLEDGE • COLLABORATION • LEVERAGE
INFORMATION ABOUT THE NONPROFIT BUSINESS IN COllIER COUNTY
5.28%
HOUSING & HUNGER
13.03%
6.31%
HUMAN SERVICES
15.57%
NONPROFIT REVENUES BY MISSION FOCUS
4.43%
ARTS
(Total revenues of $882,107,084 were reported by the 115 public
charities participating in CFCC’s Nonprofit Resource Directory)*
10.92%
11.94%
EDUCATION
29.47%
2.37%
ENVIRONMENT
5.85%
67.60%
HEALTHCARE
20.06%
2.07%
GRANTMAKERS
57.96%
PROGRAM
SERVICE FEE
5.10%
5.28%
HOUSING & HUNGER
13.03%
6.31%
HUMAN SERVICES
22.38
15.57%
4.43%
%
14.10ARTS
10.92%
PUBLIC CONTRIBUTIONS
5.28%
HOUSING & HUNGER
13.03%
6.31%
HUMAN SERVICES
32.19%
11.94%
.64%
EDUCATION
RETAIL29.47%
SALES
15.57%
NONPROFIT
4.43%
ARTSBY
REVENUES
10.92%
CATEGORY
1.58%
2.48%
OTHER EXPENSES
(Total revenues of $882,107,084 were reported by the
11.94%
115 public charities participating
in CFCC’s Nonprofit
EDUCATION
29.47%
Resource Directory)*
2.37%
ENVIRONMENT
%
10.06
%
2.37
OTHER
REVENUES
ENVIRONMENT
3.52%
%
5.85%
11.53
ADMIN
EXPENSES
%
2.07
10.52%
GRANTMAKERS
57.96%
5.10%
1.04%
PROGRAM
DEVELOPMENT EXPENSES
SERVICE
FEES
2.37%
22.38%
13.32%
GOVERNMENT GRANTS
6.57%
67.60%
HEALTHCARE
20.06%
5.85%
2.07%
GRANTMAKERS
67.60%
5.10%
HEALTHCARE
20.06%
32.21%
57.96%
PROGRAM
SERVICE FEES
2.80%
INVESTMENT INCOME
22.38%
84.95%
PROGRAM
EXPENSES
1.12%
SPECIAL EVENTS
5.36%
2.76%
80.54%
2.48%
OTHER EXPENSES
6.57%
11.53%
ADMIN EXPENSES
10.52%
2.48%
OTHER EXPENSES
EXPENSES
NONPROFIT
6.57%
1.04%
DEVELOPMENT EXPENSES
BY CATEGORY
2.37%
11.53%
(Total expenses of $786,047,453
reported by the
ADMINwere
EXPENSES
115 public charities participating 10.52%
in CFCC’s Nonprofit
1.04%
Resource Directory)*
DEVELOPMENT EXPENSES
2.37%
84.95%
PROGRAM
EXPENSES
80.54%
84.95%
PROGRAM
EXPENSES
80.54%
*One factor that dominates the industry is Naples Community Hospital’s reported revenues of $524,661,653 and expenses of $486,327,096.
Without their contribution the landscape is much different. Numbers in green indicate percentages excluding NCH’s revenues or expenses.
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THE POWER OF PHILANTHROPY
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THE POWER OF PHILANTHROPY
KNOWLEDGE • COLLABORATION • LEVERAGE
Collaboration
(continued from 2)
As one example, smart data collection
also allows important issues to reach critical mass.
guided the work of the Foundation’s Women’s Initiative.
As further testament to its potential, collaboration
This past year, armed with research and a passion for
became a key strategy for the Foundation’s Immokalee
community problem solving, the Women’s Initiative
Initiative during the past year.
Grant Committee uncovered a severe lack of coordinated
Within this impoverished community, basic human
services for Collier County’s most vulnerable seniors.
needs have dramatically risen as employment has
The result has been the formation of the Leadership
become more sparse. The Immokalee Emergency Relief
Council on Aging which was created by developing
Coalition, originally formed through the Immokalee
strategic partnerships between public and private
Initiative to address the aftermath of Hurricane Wilma,
organizations, as suggested by the Foundation’s second
mobilized the community’s nonprofits to respond more
focus, described below.
quickly and more effectively to a new, but equally
devastating, set of circumstances.
Collaboration
The combination of solid information and effective
The Leadership Council on Aging has proven
collaboration also set the stage for leveraging needed
that maximizing nonprofit effectiveness requires a
funds from donors to support community needs — the
commitment to collaboration. Not only does collabo-
third focus of our new vision.
ration-building help eliminate duplication of services, it
PHOTO: Senior Workshop Breakfast
4
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THE POWER OF PHILANTHROPY
KNOWLEDGE • COLLABORATION • LEVERAGE
Leverage
Leverage
To successfully deliver on the Foundation’s promise,
dollars, resulting in improvements to our grant program.
we must assure that funding is dispensed in the most
In addition, we are able to better inform the holders of
strategic manner possible. This applies both to grants
our Advised Funds — both individual and corporate —
made by the Foundation, and those made by its donors.
as to how to meet community needs. Ideally, it results
A new Grantmaking Initiative, designed to assist
nonprofits in performing to capacity, is composed of
in collaboration among funders, which is equally as
important as collaboration among service providers.
six subcommittees — the arts, environment, education,
As the Community Foundation continues to evolve
health, human services and hunger and homelessness.
to meet community needs, we believe that capacity-
Direct funding from these sub-committees is not only
building will be essential. Our commitment to support
helping our grantees to work smarter, it is helping us to
this effort through data collection, collaboration and
make our donors smarter.
leveraging has already resulted in major successes. We
Information gathered as a result of the committee’s
are convinced this approach is a necessary component
interviews, together with data from other programs
in maximizing effective private philanthropy and
and sources, are now being communicated to our
strengthening Collier County-forever.
donors. This allows us to leverage our limited unrestricted
PHOTO: Community Needs session for fundholders
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THE POWER OF PHILANTHROPY
5
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BOARD, COMMITTEES AND STAFF
BoARD oF
TRuSTeeS
William e. Thomas
Ann E. Berlam
Christopher P. Bray
Jeffrey R. Erickson
Thomas D. Gleason
J. Dudley Goodlette
Lynne Groth
Jeanette M. Lombardi
Mana Holtz
Alan M. Horton
Barbara Mainster
Ramiro Manalich
Thomas D. McCann
John J. Morgan, Jr.
Alan D. Reynolds
James T. Rideoutte
Dolly Bodick Roberts
Deborah L. Russell
Thomas G. Schneider
Duane Stranahan, Jr.
AuDiT coMMiTTee
Deborah Russell
Christopher P. Bray
Thomas E. Ingram
coRpoRATe
pARTneRS
coMMiTTee
Alan D. Reynolds
Scott E. Alexander
Dolly Bodick Roberts
Thomas D. McCann
James T. Rideoutte
William E. Thomas
WoMen’S iniTiATiVe
coMMiTTee
HouSinG
coMMiTTee
Mana Holtz
Mary H. Baron
Jane Billings
Lynn Ferraina
Christine Flynn
Sue Huff
Lisa K. Merritt
Sharon von Arx
Joseph Foster
W. Jeffrey Cecil
Barbara Janney Desanzo
Susan Golden
coMMuniTy GRAnTS
Ann e. Berlam
Thomas D. McCann
Heidi Varsames
FinAnce
coMMiTTee
ARTS coMMiTTee
Thomas D. Gleason
James F. Derham
Thomas G. Schneider
Thomas A. Sully
William E. Thomas
James T. Rideoutte
Rick Fumo
Elaine Hamilton
Sondra Quinn
Cherry Smith
GoVeRnAnce
coMMiTTee
eDucATion
coMMiTTee
Dorothy A. Gerrity
Thomas D. McCann
Alan M. Horton
Dolly Bodick Roberts
Deborah Russell
William E. Thomas
Harold l. Zink
Jeanne F. Bolds
Patricia A. Jilk
Duane Stranahan, Jr.
6
THE POWER OF PHILANTHROPY
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enViRonMenT
coMMiTTee
inVeSTMenT
coMMiTTee
Jeffrey R. erickson
John J. Morgan, Jr.
Ned R. Sachs
Gordon R. Watson
Ralph W. Webster
STRATeGic plAnninG
coMMiTTee
Alan D. Reynolds
Christopher P. Bray
Barbara Mainster
Dolly Bodick Roberts
Jaqueline G. Stephens
William E. Thomas
Sheilah M. crowley
Connie Bernton
Ann Campbell
Karen B. Conley
Carl R. Kuehner
STAFF
TRuSTeeS
eMeRiTi
Jane Billings
Cornelius P. Cacho
Eleanor Cosgrove Park
Joe B. Cox
Alison K. Douglas
Linda C. Flewelling
Marion T. Forte
Donald T. Franke
Dorothy A. Gerrity
Kevin C. Hale
Brad A. Havemeier
Thomas E. Ingram
William L. Laimbeer, Sr.
James B. Lancaster, Jr.
L. Bates Lea
Linda R. Malone
William C. Merwin
John M. Passidomo
Ned R. Sachs
Michael J. Schroeder
Beverly A. Smith
Gordon R. Watson
Joanne S. Wyss
SociAl SeRViceS
coMMiTTee
Anne o’connell
Linda Diaz
Ramiro Manalich
Sharon J. von Arx
HeAlTHcARe
coMMiTTee
Thomas G. Schneider
Terry Abraham-Whalley
Horace Bernton, MD
L. Patt Franciosi
Donald L. Grandi
Jinny Johnson
Marti Watson
Mary George
President & CEO
Mary Ellen Barrett
VP of Programs
Susan M. Barton
Administrative Assistant
& Receptionist
Jane Billings
VP of Development &
Marketing
Barbara Cacchione
Director of the
Immokalee Initiative
William Franz
Executive VP & COO
Annette Kirk
Financial Services
Representative &
Photography
Marsha Lewis
Director of Finance
& Operations
Gary Rivas
Financial & Systems Analyst
Susan Utz
Marketing Coordinator
Karen Warnken
Accountant
www.cfcollier.org
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CORPORATE PARTNER
2009 Community Foundation of Collier County
CORPORATE PARTNERS
We are pleased to intro-
County nonprofit agencies
duce the 2009 Corporate
and thousands of staff and
Partners. Our corporate
volunteers have attended
partners are able to maximize
nonprofit management
their investment in our
seminars at CNE.
community by supporting
The corporate support
the work of the Foundation’s
of CNE strengthens our
Center for Nonprofit
entire community, because
Excellence (CNE). At CNE,
the stronger our nonprofits
we teach the business of
become, the greater their
nonprofit business. Since
long-term impact on our
1999 over 300 Collier
community.
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006-019 CorpPartrev.indd 7
9
18
8
17
10
11
14
12
15
19
13
16
BNY Mellon Wealth Management
Gulfshore Insurance, Inc.
Hahn Loeser & Parks LLP
Harmon-Meek Gallery
Lowry Hill
Naples Beach Hotel & Golf Club
Naples Daily News
Naples Illustrated
Northern Trust
U.S. Trust, Bank of America
Private Wealth Management
Wasmer, Schroeder & Company, Inc.
Willow Street Advisors, LLC
Private Wealth Management
THE POWER OF PHILANTHROPY
7
3/11/09 10:57:50 AM
CORPORATE PARTNER
HAHN LOESER & PARKS LLP
800 Laurel Oak Drive
Suite 600
Naples, FL 34108
239.254.2900
2532 East First Street
Fort Myers, FL 33901
239.337.6700
hahnlaw.com
HaHn Loeser is
dedicated to
cuLtivatinG a
sense of pubLic
interest in our
professionaLs
and staff.
Hahn Loeser strives to
enhance the quality of life
within the community it
and fostering harmony in
Co-Chair of the Professional
our communities.
Advisors Council. Giving
Hahn Loeser is dedicated
back to the community is
serves. We at Hahn Loeser
to cultivating a sense of
part of Hahn Loeser’s
embrace our responsibility
public interest in our
corporate culture, and
to motivate and encourage
professionals and staff. It
we will continue to show
our professionals and staff
is an honor to have two of
our support of the Collier
to serve organizations and
our firm’s partners on the
County community.
individuals with like-minded
Foundation’s Professional
goals: supporting commu-
Advisors Council, and one
Hahn Loeser and its part-
nity needs, promoting
partner serving both on its
ners proudly support the
ethnic and racial tolerance,
Board of Trustees and as
following organizations:
In Southwest Florida,
American Red Cross – Collier County Chapter, Avow Hospice, Big Brothers Big Sisters of Southwest
Florida, Bonita Springs Chamber of Commerce, Community Foundation of Collier County, Collier
County Bar Association, Collier County Women’s Bar Association, Inc., Education Foundation of Collier
County, Inc., Florida Gulf Coast University, Junior Achievement of Southwest Florida, Estate Planning
Council of Naples, Goodwill Industries of Southwest Florida, Inc., Greater Naples Chamber
of Commerce, Gulf Coast Venture Forum, United Arts Council of Collier County.
PICTURED: Left to right: Seated - Juan D. Bendeck; Kevin P. Fularczyk; John S. Sarrett; Jeffrey M. Folkman; Jeanne L. Seewald
Standing - Jeanette M. Lombardi; Andrew J. Krause; John L. Stinziano; Michael R. D’Onofrio; Robert J. Fogarty; Theodore L. Tripp, Jr.
8
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www.cfcollier.org
3/11/09 10:58:01 AM
CORPORATE PARTNER
BNY MELLON WEALTH MANAGEMENT
At BNY Mellon Wealth
Management, we believe
our communities are
employees, and local
We know that by working
communities.
together to foster growth
Our charitable invest-
and prosperity, our invest-
4901 Tamiami Trail N
Naples, FL 34103
239.919.5500
bnymellon.com
better places to live and
ments, sponsorships and
ments will continue to
work as a result of the
the volunteer efforts of our
benefit those who need
combined efforts of people
employees have supported
us most.
and businesses working
charitable organizations
together. We are privileged
addressing economic
Management is proud to
to support a wide array of
vitality, education and
partner with the Community
dynamic and visionary
urgent human needs, as
Foundation of Collier County
organizations that are
well as cultural awareness,
to help improve and enhance
important to our clients,
access and diversity.
the greater Naples community.
BNY Mellon Wealth
Community investments include extending cultural awareness and diversity, and we help organizations
meet health and human service needs of the most vulnerable individuals in our communities.
PICTURED: Michael Nurenberg, Ted Corbin, Sharon Treiser, Paul Dresselhaus
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THE POWER OF PHILANTHROPY
9
3/11/09 10:58:07 AM
CORPORATE PARTNER
We coNtribute our moNey ANd our time to Support
chAritAbLe orgANizAtioNS Which heLp to mAke the commuNitieS iN Which We do buSiNeSS better pLAceS to Live.
305 Fifth Avenue S
Suite 204
Naples, FL 34102
239.434.7800
lowryhill.com
LOWRY HILL
performing arts. Because
families. We focus on wealth
committed to giving back
the Community Foundation
preservation and real return
to the communities in which
of Collier County is able to
on investment, investing
we do business. Every year,
identify which nonprofits
assets in diversified pro-
we contribute two percent
have the broadest reach in
prietary portfolios. Our
of our net earnings to
specific areas of need, we
investment management
charitable organizations
believe that it maximizes
minimum is $10 million. This
which help to make our
the efficiency of our
year marks our eigth year
local communities better
charitable contributions
in Naples. We also have
places to live.
in this community.
offices located in Chicago,
At Lowry Hill, we are
Lowry Hill has supported
Lowry Hill is a 22-year-old
Minneapolis and Scottsdale.
Specific local organiza-
charities of all types,
firm providing comprehen-
including those dedicated
sive investment manage-
tions which have benefited
to education, social services,
ment and financial planning
from our corporate giving:
health care, fine art, and
services for high net worth
Bay Colony Community Scholarship Fund; Eden Foundation; Habitat for Humanity of Collier County;
The Immokalee Foundation; Lee Memorial Hospital; Muscular Dystrophy Association; Naples Botanical
Garden; Naples Community Hospital; Neighborhood Health Clinic; Ronald McDonald Care Mobile
Program; Seacrest Country Day School; Susan G. Komen for the Cure.
PICTURED: Jack Randall, Jeff Erikson
10
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www.cfcollier.org
3/11/09 12:39:24 PM
CORPORATE PARTNER
THE PHILANTHROPIC NATURE OF OUR COMMUNITY CREATES
NUMEROUS OPPORTUNITIES TO SUPPORT WORTHY CAUSES.
NAPLES BEACH HOTEL & GOLF CLUB
Family owned and
poor and scholarships for
The philanthropic nature
operated, the Naples Beach
Naples High students, the
of our community creates
Hotel traces its community
“Beach Club” and its found-
numerous opportunities
roots to 1946. In these 63
ing family have become
to support worthy causes.
years, three generations of
community institutions.
The Community Foundation
the Watkins family — Henry
It is the intention of the
851 Gulf Shore Blvd N
Naples, FL 34102
239.261.2222
naplesbeachhotel.com
offers the means to
Sr., Henry Jr., Mary, Henry
Hotel to remain involved
identify those that most
III, Bernadette, Michael and
with our growing commu-
closely match our giving
Ellin Goetz — have made
nity and to sustain our family
philosophy, at the same
community support integral
tradition of support for
time as assuring that our
to their business philosophy.
the education system,
contributions are put to
Through land donations
for conservation, for those
their most effective use.
such as Cambier Park,
in need, and for those
leadership roles in countless
organizations that influence
organizations, and initiatives
and help prepare the future
including housing for the
leadership of Naples.
Local organizations
supported:
Fun Time Early Childhood Development Center; Habitat for Humanity; David Lawrence Center;
Project Help; Cambier Park; Community Foundation; Corkscrew Swamp Sanctuary; Education
Foundation; Edison Community College; Florida Gulf Coast University; Junior Achievement; Gulfview
Middle School; Naples High School; Naples Little League; Leadership Collier; Naples Community
Hospital; YMCA of the Palms; Trinity by the Cove Church; Neighborhood Health Clinic; Cancer
Alliance of Naples; American Heart Association; Avow Hospice; Conservancy of Southwest Florida;
Naples Zoo; Naples Philharmonic League; United Arts Council; The Audubon Society; Conservation
Collier; Naples Botanical Garden; Cambier Park Playground Project; Naples Art Association and
Naples Historical Society.
PICTURED: Mike Watkins
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THE POWER OF PHILANTHROPY
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3/11/09 10:58:20 AM
CORPORATE PARTNER
NAPLES ILLUSTRATED
3066 Tamiami Trail N
#102
Naples, FL 34103
239.434.6966
naplesillustrated.com
Naples Illustrated—in its
life in Southwest Florida,
11th year of publication—is
Resort and Edgewater
Naples Illustrated entertains
created and produced by
Beach Hotel; Reflections,
its ultra-affluent audience
Palm Beach Media Group,
the magazine of Longboat
with editorial that exempli-
publisher of the nation’s
Key Club & Resort;
fies the region’s luxurious
leading luxury lifestyle
Traditions, the magazine
yet understated elegance.
magazines. In addition to
of The Breakers; and The
Areas of coverage include
the award-winning Naples
Jewel of Palm Beach, the
trend-setting fashion,
Illustrated, the company’s
magazine of Donald Trump’s
notable personalities,
flagship publications include
Mar-a-Lago Club.
luxury homes, social and
Palm Beach Illustrated
philanthropic events,
(founded in 1952) and
with one of the wealthiest
culture and the arts, and
Tampa Bay Illustrated.
and most philanthropic
international travel.
12
Palm Beach Media
Completing its contact
readerships in the world,
Covering Marco Island
Group gains further access
Palm Beach Media Group
to Fort Myers, the
to the luxury market with
publishes annual Charity
magazine is published
magazines for top U.S.
Registers in Naples, Palm
10 times per year and
resorts and clubs:
Beach, Tampa Bay and the
is ABC-audited.
Neapolitan, the magazine
Treasure Coast.
THE POWER OF PHILANTHROPY
006-019 CorpPartrev.indd 12
for Naples Grande Beach
Celebrating the good
www.cfcollier.org
3/11/09 10:58:37 AM
CORPORATE PARTNER
WASMER SCHROEDER
the charitable component
“Since the formation
integral part of our business.
of Wasmer, Schroeder &
Currently we are focused
Company (WSC) in 1988,
on grass roots organizations
Corporate Partner
philanthropy has been a
that provide food, shelter,
numerous benefits are
cornerstone of our business
basic services and medical
available including access
philosophy. Community
care for those that are
to CFCC staff, professional
involvement, from creating
suffering from the current
stewardship of the charita-
jobs to volunteering time
economic environment.
ble fund and other valuable
and making impactful
Corporate philanthropy
600 Fifth Avenue S
#210
Naples, FL 34102
239.263.6877
of our business. As a
wasmerschroeder.com
administrative functions.
“We strongly support
financial contributions to
is a critical component
non-profit organizations, is
of building a strong and
the CFCC and the Corporate
an important component
stable social and economic
Partners Program and
of long-term business
infrastructure in our commu-
we strongly encourage
success. To this end, we are
nity. The Corporate Partners
other firms to explore the
committed to contributing
Program offered by CFCC
benefits of becoming a
significant capital to phi-
provides firms like WSC an
Corporate Partner.”
lanthropy and making it an
ideal vehicle for managing
PICTURED: Martin Wasmer and Michael Schroeder
www.cfcollier.org
006-019 CorpPartrev.indd 13
THE POWER OF PHILANTHROPY
13
3/11/09 10:58:47 AM
CORPORATE PARTNER
NAPLES NEWS MEDIA GROUP
1075 Central Avenue
Naples, FL 34102
Since our formation in
together to create a stronger,
Each year we work with
1923, Naples Daily News
more informed community.
over 200 local organizations
soon to be:
1100 Immokalee Road
Naples, FL 34110
is proud to be actively
We encourage a culture of
in Collier and South Lee
involved in supporting
philanthropy among our
counties, focused in educa-
programs and organizations
employees and strive to make
tion, literacy, health, human
naplesnews.com
that contribute to the culture
all charitable contributions
services and community.
and education of Southwest
work to promote fundamen-
Florida. We believe our
tal growth in the community.
community is a better place
For the past 86 years, the
In addition to community
organizations, we also
support out own local
to live and work when
Naples News Media Group
chapter of Newspaper in
growth and knowledge
has worked to support the
Education (NIE). The NIE
are fostered and shared.
greater Naples community
program is dedicated to
On the publishing side,
and will to continue to do
strengthening literacy by
we serve as a forum for the
so for many more. We are
providing over 400 educa-
community to exchange
proud to partner with The
tors in Collier and South Lee
ideas on local events and
Community Foundation to
Counties with newspapers
issues. Our platform of
help improve and promote
for their classrooms.
communication brings both
the charitable funding in
citizens and businesses
Southwest Florida.
The many organizations
we have supported include:
Forum Club; Friends of the Library; Junior Achievement; Education Foundation; Literacy Foundation of
Collier County; Newspaper in Education (NIE); American Cancer Society; American Heart Association;
American Red Cross; National Center for Missing and Exploited Children; St. Mathews House; Shelter for
Abused Women & Children; Neighborhood Health Clinic; Bonita Chamber, Estero Chamber, San Carlos
Park Chamber, Marco Island Chamber, Naples Chamber, Hispanic Chamber; NABOR; NAACP
PICTURED: Chris Doyle, President/Publisher and Dave Neill VP/General Manager
14
THE POWER OF PHILANTHROPY
006-019 CorpPartrev.indd 14
www.cfcollier.org
3/11/09 10:58:56 AM
CORPORATE PARTNER
NORTHERN TRUST
Northern Trust has a
integrity has remained
pleased to partner with the
relentless drive to provide
intact. And we have no
Community Foundation
exceptional service —
intention of that changing.
in its effort to promote
not just for clients, but
In everything we do,
philanthropy and enhance
for our partners and
expertise has always been
the quality of life in Collier
communities. We have the
at Northern Trust’s core.
County. Since its founding
wisdom earned through
We know what we do well,
in 1889, Northern Trust has
generations of relationships
and focus sharply on those
advanced a culture of caring
to weather change and
things. We expand our
and a commitment to invest
uncertainty. The insight to
knowledge and capabilities
in the communities we
understand that diversity
with an eye on the future.
serve. We continue
makes us stronger.
Our expertise is why we’ve
Northern Trust is
4001 Tamiami Trail N.
Naples, FL 34103
239.262.8800
375 Fifth Avenue S.
Naples, FL 34102
239.262.5560
northerntrust.com
been a trusted advisor
to adhere to the same
We have a heritage
principles upon which
of acting with the highest
for five generations, and
we were founded — a
ethics, the utmost honesty
will continue to be for
commitment to service,
and unfailing reliability.
generations to come.
integrity, and expertise.
For nearly 120 years, our
PICTURED: John Fumagalli President and CEO, Northern Trust Southwest Florida
www.cfcollier.org
006-019 CorpPartrev.indd 15
THE POWER OF PHILANTHROPY
15
3/11/09 10:59:01 AM
CORPORATE PARTNER
WILLOW STREET ADVISORS, LLC
In response to client
coordinated strategy span-
demand, Willow Street
ning multiple generations.
Advisors was formed to
Wealth is a means to an
and Dave Kearns for the
provide these services,
end, not the end itself. The
sole purpose of providing
which include investment
private wealth management
exceptional private wealth
management, trust
services provided by Willow
management services to
administration, and tax
Street Advisors allow clients
individuals and families.
consulting. Clients of Willow
to safely put their wealth to
Based on their combined
Street Advisors know that
work to help them achieve
professional wealth manage-
they can depend on a
their most important goals
ment experience in excess of
dedicated team of experi-
and objectives. Accordingly,
50 years, the founders firmly
enced investment, tax,
the firm approaches client
believe that exceptional and
estate, and financial
relationships, built on trust
unbiased private wealth
planning professionals who
and integrity, as long term
management can only be
provide comprehensive,
investments that last an
provided through a privately
objective, and substantive
entire lifetime.
owned professional firm with-
wealth management
out unhealthy ties to product
counsel. The result is
and its members have
driven financial businesses.
an integrated and well
proudly supported:
8970 Fontana Del Sol Way,
Willow Street Advisors, LLC
Suite #4
was founded in 2008 by
Naples, FL 34109
Chris Bray, Rich Stevens,
239.596.9080
WillowStreetAdvisors.com
Willow Street Advisors
The Community Foundation of Collier County; The Naples Art Association at the vonLiebig Art Center;
The Conservancy of Southwest Florida; New Horizons of Southwest Florida; The Naples Players at
Sugden Theater; Grace Place for Children and Families; American Cancer Society Relay for Life
Helps Outreach Ministry; The YMCA of the Palms; Immokalee Friendship House; St. Matthews House
PICTURED: Kimberly S. Wilmore, Richard H. Stevens, David B. Kearns, Christopher P. Bray, Laura J. Ferguson, Ann Marie Bray
16
THE POWER OF PHILANTHROPY
006-019 CorpPartrev.indd 16
www.cfcollier.org
3/11/09 10:59:07 AM
CORPORATE PARTNER
OUR CHARITABLE
EFFORTS ARE
TO EXPAND ART
EDUCATION FOR
CHILDREN AT
RISK THROUGH
SUPPORTING ART
RELATED ENTITIES IN
THE COMMUNITY.
HARMON-MEEK GALLERY
As director-owner of
Florida’s oldest gallery,
permanent collection of
Community Foundation
works of local artists.
by incorporating a sealed
Our charitable efforts are
William and Barbara Meek
bid auction for a donated
have enduring interest in
directed to two important
work of art into mailing
supporting many commu-
local issues. First, to expand
of the organization’s
nity philanthropic projects.
at risk children’s art educa-
newsletter; each sold at
Examples of William’s efforts
tion. Second, supporting the
no cost to and full benefit
include serving as founding
development of new art
of the Community
Chairman of the Friends of
related entities associates
Foundation. With more
the Naples Preserve, which
with the area’s local and state
than $54,000 raised to
raised $200,000 to restore
Universities. It remains our
date, all proceeds from
the original Chamber
intent to mobilize support-
these auctions benefit
of Commerce building,
ers of the Harmon-Meek
the Foundation’s new arts
and assembling the first
Gallery in these causes.
outreach program.
We have built the
collection of The von Liebig
Art Center, a historical
Harmon-Meek fund at the
599 Ninth Street N
#309
Naples, FL 34102
239.261.2637
harmonmeekgallery.com
Other community
support includes:
Generating art donations worth $1 million to help establish the permanent collection of the Naples
Art Museum; celebrating the gallery’s 40th anniversary in 2003 through an art raffle to raise $35,000 to
benefit the Neighborhood Health Clinic; raising over $325,000 through three art raffles at The von Liebig
Art Center 2006-8. In 2008 The Harmon-Meek Gallery Fund donated $39,000 to the art program at the
Boys & Girls Club of Collier County.
PICTURED: Barbara and William Meek
www.cfcollier.org
006-019 CorpPartrev.indd 17
THE POWER OF PHILANTHROPY
17
3/11/09 1:07:44 PM
CORPORATE PARTNER
GULFSHORE INSURANCE
Where relationships
and trust are built.
4100 Goodlette Road
Naples, FL 34103
239.261.3646
gulfshoreinsurance.com
support of quality non-profit
foundation on which we’ve
Gulfshore Insurance has
organizations that improve
built our organization.
prospered through good
the lives of our residents in
The Community
fortune, hard work and most
areas of education, health
Foundation provides us with
importantly from the relation-
and economic growth.
an equitable and structured
ships formed with thousands
In this endeavor, we
For nearly 40 years,
system of giving that en-
of clients in southwest
serve as a resource to a
ables us to respond fairly to
Florida who have trusted us
variety of charities that share
the requests for support we
as a partner in the protec-
our passion for the ongoing
receive. This strengthens
tion of their assets.
improvement of life in our
our integrity as a company
area. Our contribution as a
committed to supporting
to continually strengthen
first-rate corporate citizen
our neighbors.
the fabric of our commu-
is a central core value and
nity through the systematic
an important part of the
Our commitment is
We have proudly
supported:
American Cancer Society; American Heart Association; Baby Basics; Barron Collier High School;
Economic Development Council; Farm City BBQ; Fun Time Early Childhood Academy; Golden
Gate High School; Gulfcoast High School; Guadalupe Center; Junior Achievement of SW Florida;
The League Club; Neighborhood Health Clinic; Palmetto Ridge High School; Rock A Bye Collier;
YMCA; Avow Hospice; The David Lawrence Foundation and others.
PICTURED: Greg Havemeier Senior VP, Client Advisor; Brad Havemeier President, Client Advisor; Michelle Gleeson Executive VP, COO
18
THE POWER OF PHILANTHROPY
006-019 CorpPartrev.indd 18
www.cfcollier.org
3/11/09 10:59:23 AM
CORPORATE PARTNER
FOR MORE THAN 220
YEARS, U.S. TRUST, BANK
OF AMERICA PRIVATE
WEALTH MANAGEMENT
AND THE PEOPLE
COMPRISING OUR
COMPANY CREATIVELY
AND SELFLESSLY HAVE
GIVEN THEIR TIME
AND MONEY TO THE
NEIGHBORHOODS
IN WHICH THEY LIVE,
WORK, AND PLAY.
US TRUST
BANK OF AMERICA
PRIVATE WEALTH MANAGEMENT
address those needs. By
money as well. Thoughtful
approach is simply to provide
running a profitable and
and meaningful commitment
meaningful change by making
successful business, we
plays out explicitly in the
investments in neighborhoods
bring economic benefits to
priority we place on building
for the future. To do that, we
all constituents, including
neighborhoods, communi-
form partnerships with key
our customers, associates,
ties, and the next generation
community stakeholders.
neighborhoods, and suppliers,
of leaders, rather than on
We invest in those relation-
as well as shareholders.
simply writing checks.
ships and organizations
When it comes to the work
to identify critical needs
of corporate philanthropy,
Trust, Bank of America Private
in communities and better
we strongly believe our
Wealth Management supports
equip organizations to
job is to help others make
the following organizations:
Our philanthropic
765 Seagate Drive
Naples, FL 34103
239.659.2152
ustrust.com
In southwest Florida, U.S.
Alzheimer’s Support Network; American Cancer Society; Barbara B. Mann PAH; Boys and Girls Club
of Collier County; Boy Scouts of America; Care Club of Collier County; Naples Area Chamber of
Commerce; Children’s Home Society; Children’s Museum of Naples; City of Palms Basketball; Community
School of Naples; Education Foundation of Collier County; Collier Health Services; Community
Foundation of Collier County; Community School of Naples; Conservancy of SW Florida; Economic
Development Council; FGCU; Forum Club of SW Florida; Foundation for Lee County Public Schools;
Fun Time Early Childhood Center; Good wheels; Habitat for Humanity; Hispanic Chamber of Southwest
Florida; Hodges University; Horizon Foundation; Immokalee Foundation; Junior Achievement; League
Club; Lee County Reading Festival; Lee Memorial Health Systems; Naples Botanical Garden; NCH
Healthcare System; PACE Center for Girls; Philharmonic Center for the Arts; Redlands Christian Migrant
Association; SCORE; Seacrest Country Day School; Shelter for Abused Women; Step by Step; SWFL Golf
Charities; United Way; von Liebig Art Center; Winged Foot Scholarships; Youth Haven; YMCA.
PICTURED: Curt Todd and Ron Ciesla
www.cfcollier.org
006-019 CorpPartrev.indd 19
THE POWER OF PHILANTHROPY
19
3/11/09 10:59:30 AM
021 CNE.indd 20
3/10/09 5:38:06 PM
CENTER FOR NONPROFIT EXCELLENCE
The Business of Nonprofit Business
“Since 1999, over 325 Collier
County nonprofit agencies, and
thousands of staff and volunteers
have attended affordable, high
quality programs at CNE.
The Community Foundation believes that the stronger our nonprofits
become, the greater their long-term impact on our community. The Center
for Nonprofit Excellence strengthens our nonprofit community and leverages
your charitable dollars.
In the past year, CNE presented 32 seminars, attended by over 500 staff
Why are they coming? Because
they are striving to implement
long-term change and increase
their organizational capacity to
best serve our community.”
and board members representing a complete cross-section of Collier County
nonprofits. CNE staff provided hundreds of hours of free consultations
including many custom nonprofit board retreats.
—Mary Ellen Barrett,
Vice President of Programs
LISTED BELOW IS A SAMPLING OF THE WIDE VARIETY OF SEMINARS PRESENTED:
Purposeful Boards, Powerful Fundraising
Maximizing Your Message
Measuring Your Results
Create A Customer-Oriented Business
Environment
Learning The Logic Model
Using Guidestar To Further Your Mission
The Business Of Nonprofits:
An Entrepreneur-Ship Training
Writing Your Case Statement
Let The Numbers Tell The Story
(Understanding And Interpreting
Financial Statements)
Prepare For The New 990
Collier County Executive Director &
CEO Forum (A Quarterly Opportunity
For Local Nonprofit Executives To
Communicate)
Planning Special Events: Making Them
Work … Avoiding The Pitfalls
Writing Great Proposals
The Role Of The Board
In All-Volunteer Organizations
Understanding Collier County: Helping
Nonprofits Plan For The Future
Interpersonal Communications
For Fundraising
Maximize Your Message For
Minimal Expense
PHOTO: Volunteer Management CNE Seminar
www.cfcollier.org
021 CNE.indd 21
THE POWER OF PHILANTHROPY
21
3/10/09 5:38:31 PM
IMMOKALEE
The Immokalee Initiative
YeAr THree
JEAN ANN
O’MAILLY
Our
VisiOn
The
need
COllabOraTiOn
building
The Community Foundation
believes that the stronger
nonprofits become, the
better they are able to serve
their community.
The Immokalee community
is a pocket of poverty in
an area of extreme wealth.
Of approximately 26,000
permanent residents, 40%
live below the poverty
level. There is an additional
increase of 15,000 to 20,000
seasonal workers. One third
of the population is under
the age of 17. The level
of educational attainment
is also very low. 76% of
the population has not
finished high school. Almost
60% of the dwelling units
in Immokalee are renter
occupied and approximately
25% of all the housing in
Immokalee is in need of
repair or demolition.
Collaboration Building is
key to the success of the
Immokalee Initiative. Over
the past three years, the
Foundation has created the
following collaborations with
more to come:
With this in mind, in 2006,
the Foundation created
the Immokalee Initiative to
bring resources to nonprofits
serving Collier County’s most
impoverished community. The
Immokalee Initiative offers
highly specialized services
and educational resources
to 30 member nonprofits
involved in this project.
PHOTOS BY: Brynn Bruijn
22
THE POWER OF PHILANTHROPY
022-023 Immokokee.indd 22
www.cfcollier.org
3/11/09 11:55:31 AM
IMMOKALEE
BARBARA
JORDAN
Disaster
PrePareDness
strategic
Housing Plan
tHe
results
Since Immokalee is a part
of the unincorporated
county, it does not have a
local city council to provide
leadership on critical issues
such as disaster response
and recovery. In 2006, the
Immokalee Initiative helped
develop the community’s first
Disaster Preparedness and
Response Plan. Members
of the collaboration
established an Immokalee
Area Coordination Center
and local nonprofit
organizations now serve as
a communication network
within the community to
assist with the delivery of
needed services.
The Immokalee Housing
Collaborative was developed
in 2007 with four nonprofit
housing agencies and the
Collier County Housing
Authority (a governmental
agency). Its mission is to
redevelop Immokalee one
neighborhood at a time.
The first neighborhood
selected is the Eden Park.
Each participating nonprofit
organization has projects
involving new construction
and rehabilitation of
affordable housing units.
Members also created a
Homeowner’s Manual for
residents on home safety,
maintenance and repairs.
The Initiative already has
identified that many of the
nonprofit organizations being
served are more effectively
utilizing resources to build their
infrastructure and strengthen
community collaboration efforts.
A more formal, independent
assessment will begin in February.
www.cfcollier.org
022-023 Immokokee.indd 23
The Foundation has also
increased its ability to leverage
financial resources for this
community. In the past two
years, $300,000 has been raised
for education and training
consultants, emergency assistance
and affordable housing. The
Immokalee Initiative will continue
to work with nonprofits to ensure
that community outcomes are
clearly stated and programs are
not duplicative.
THE POWER OF PHILANTHROPY
23
3/10/09 5:40:28 PM
WOMEN’S INITIATIVE
The Women’s Initiative
yEaR TWo
JEAN ANN
O’MAILLY
The Community Foundation’s strategic grantmaking
profit caregivers; nonprofits, and faith-based communities.
shift to capacity-building has enabled the Women’s
What emerged was a consensus to form the Leadership
Initiative (WI) Grant Committee to fund research on
Council on Aging (LCA).
emerging critical needs facing disadvantaged girls, single
At the Women’s Initiative December luncheon, the WI
Grant Committee reported their find-
working women as caregivers, and atrisk senior women. Armed with this
research and information the WI Grant
Committee has been able to help
problem solve some of our community’s
most pressing needs.
Over the summer, the WI Grant
Committee
met
frequently
and
watched with growing alarm what was
happening to senior women in Collier
County. The Committee realized that
the best way to serve senior women was
to create a central source of leadership
and communication for all organizations
THE WoMEn’s InITIaTIvE
FUnDHoLDER soCIETy:
ings on issues affecting Women and
Thank you to the members listed
below for opening named funds
at the Foundation to support
the women’s or girls’ issues they
determine most critical.
the severe challenges facing seniors
The Mary Baron Fund
The Tiffany Billings Fund
The Lu M. Drackett Fund
The Christine Flynn Fund
The Mana Holtz Fund
The Dawn Litchfield Brown Fund
The Jeanette Martinez
Lombardi Fund
The sharon von arx Fund
The nancy White Fund
of over 140 guests. In the past year
that serve all seniors. That is how they
arrived at the need for a Leadership Council on Aging.
Girls in Collier County. They related
in Collier County and, with the support
of some eye-opening statistics; the
WI committee engaged the support
fifty-five new members joined the
Women’s Initiative and nine funds
were established to support the
unmet needs of women and girls in
Collier County.
The WI Grant Committee also
affirmed their intent to sustain the
work of the new Leadership Council on Aging. Once
In September 2008, the Women’s Initiative facilitated
the Council has a secure future, it is the intention of
a Senior Service Provider’s Workshop that was attended
the Women’s Initiative to revisit the challenges in our
by over 40 institutions including: county, state and
community that face at-risk girls and single working
federal agencies; law enforcement; hospitals; for
women as caregivers.
PICTURED: Women’s Initiative December Luncheon and Mana Holtz
24
THE POWER OF PHILANTHROPY
024-25 WI-LCA.indd 24
www.cfcollier.org
3/11/09 1:09:22 PM
LEADERSHIP COUNCIL ON AGING
The Leadership Council on Aging
YeAR ONe
BARBARA
JORDAN
Launched by the Women’s Initiative in September,
2008, the Leadership Council on Aging (LCA) is the
result of a community-wide collaboration. The Women’s
Initiative facilitated a workshop at the Telford Center
which was attended by over 40 institutions including
county, state and federal agencies; law enforcement;
hospitals, for profit caregivers, nonprofits, and faithbased communities. The outcome of the workshop was
that all agreed there was a compelling need to create a
central source of leadership and communication for all
organizations that serve all seniors.
Since that meeting, the Leadership Council on Aging
has been meeting regularly and arrived at some key
goals for our community: to initiate a community-wide
resource assessment; to develop and operate a senior
resource center; to create an online referral database; to
implement a local hotline for social service; and to form
a network for service providers.
• A County-wide assessment of resources for
seniors is underway in a private/public partnership
with the Area Agency on Aging, the Agua Fund,
and Florida Gulf Coast University.
• A Listserv has been established for all
organizations that serve all seniors.
• A Collier County Parish Nursing Program is
evolving through a partnership with Naples
Community Hospital and a collaboration of
interdenominational, faith-based communities.
• Work is underway to establish a central
resource of information and referrals which
will develop into a Collier County 211 local
hotline for all social services.
• Plans are progressing, in partnership with the
Senior Friendship Center, to establish a new Senior
Resource Center— a one-stop resource for medical,
mental, dental and vision care for low income
seniors. This center will also be a central resource
for information and referrals for all seniors.
It is a remarkable testimony of the commitment from
LCA has proven that maximizing nonprofit effective-
the Council’s participants that the above accomplish-
ness requires a commitment to collaboration. Because of
ments are possible, even in turbulent times and with
the broad-based support for this Initiative, not only does
less financial resources, through collaboration, capacity-
it eliminate duplication of services, it also allows important
building, and by accessing the untapped resources of
issues to reach critical mass with the greatest speed and
our community-our human capital.
efficiency. Already the LCA is able to report that:
PICTURED: Senior Workshop breakfast at the Telford Center
www.cfcollier.org
024-25 WI-LCA.indd 25
THE POWER OF PHILANTHROPY
25
3/11/09 8:07:32 AM
“Supporting our community is a core value
of Gulfshore Insurance and a cornerstone of the foundation
upon which our company was built.”
- Brad Havemeier, President
Where relationships and trust are built.
Naples | Fort Myers | Marco Island
239.261.3646 | GulfshoreInsurance.com
026-035 Funds.indd 26
3/10/09 4:32:21 PM
ESTABLISHED FUNDS
Funds EstablishEd
at thE Community Foundation From
1985–2008
1985/1986
Henry & Betty Albrecht Advised Fund
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
Depuy Family Fund
Dearholt 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
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
William J. & Nancy Biggs Kieckhefer Fund
Corrie & Leonard Llewellyn Fund
Willard & Gay Merrihue Fund
Bob Telford Fund
Orville W., Jr. & Marion T. Forte Fund
Betty & Wallace Irwin Fund
McTague Family Fund
Joseph W. & Edwina P. Oliver Fund
William Greenville Pace Fund
Harold S. & Mary W. Smith Fund
Anne & Morrison Waud Fund
Jerry F. Nichols 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
1988
Edwin H. & Yvonne Bower Fund
Harness Family Fund
Maurice & Lynn Katz Family Foundation Fund
1989
Keith S. Benson Family Fund
Robinson & Martha Carter Bosworth, Jr. Fund
Rene J. & Carolyn E. Constantin Fund
Donald & Joan J. Forte Fund
Funds Established at the Community Foundation from 1985-1989
www.cfcollier.org
026-035 Funds.indd 27
THE POWER OF PHILANTHROPY
27
3/10/09 4:32:32 PM
WE SHARE YOUR D REAM
MINNEAPOLIS
CHICAGO NAPLES SCOTTSDALE
W W W. L O W R Y H I L L . C O M
L O W RY
A N D A N A F F I LI AT I ON O F
H I L L I S A S E RV I C E M A RK O F W E L L S FA R G O & C O M PA N Y
L O W RY H I L L I N V E S T M E NT A D V I S O R S, I N C. A N D W E L L S FA R G O B A N K , N.A.
Our investment management minimum is $10 million.
Please call on Jack Randall or Jeff Erickson at 239.434.7800.
026-035 Funds.indd 28
3/10/09 4:32:40 PM
ESTABLISHED FUNDS
1990
Eleanor Wallace Caswell Scholarship Fund
Collier County Florida Special Olympics
Taber deForest Memorial Fund
Orville W. Forte Charitable Foundation Fund
Arlene M. Nichols Fund
Rembrandt & Audrey Hiller Fund
Huntington Cup Fund
Elizabeth & Frank Odell Family Fund
Rotary Fund
Herbert B. & Margaret E. Scheu Fund
United Arts Council Community
Arts Fund
Lennane Family Unrestricted Fund
William Oberhelman Memorial Fund
James D. & Bess S. Polis
Foundation Fund
Schoen Family Fund
John & Anne Luetkemeyer Fund
Jane C. Paulus Memorial Scholarship Fund
Barbara R. Schricker Memorial Fund
Jack & Virginia Thompson Fund
William K. McInerney Memorial Fund
Mental Health Association of Collier County
Endowment Fund
Constance C. Wallace Memorial Fund
Wyndemere Fund
Zonta Club of Naples Fund
Leadership Collier Fund
Quest Fund
Salvation Army Fund
Stafford Family Fund
Tri-County Senior Services
Foundation, Inc., Endowment Fund
The W. Wadsworth &
Dorothy M. Watts Fund
Foundation for a Drug Free Generation Fund
Fresh Start for Abused Women Grant Fund
William H. & Doris L. Myers Family Fund
John S. Nagel Memorial Library Fund
Roy & Carolyn Neumann Fund
Senior Friendship Centers
Foundation Fund
Wainscott Family Fund
Sally J. Herzog Memorial Fund
Junior Achievement of SW Florida Endowment
Fund
L. Bates & Marcia W. Lea Fund
William K. & R. Kathryn McInerney Fund
Robert R. Reitz Memorial Bagpipe Scholarship
Fund
Ralph G. & Katherine K. Ryan
Endowment Fund
Robert P. Schwartz Family Fund
Julia T. Smith Fund
SunTrust Bank SW Florida Fund
Richard & Barbara Widman Fund
YPO 49ers Fund
1991
Mary Jeanne & Ivan Bowen Fund
Lilian Hall Fisher Fund
Lennane Family Fund
1992
Matthew B. Hecht Memorial Fund
Lafrenz Family Fund
1993
Collier Harvest Fund
Daphne Fund
Edrick & Linda Flewelling Fund
1994
Herbert & Ruth Abramson
Unrestricted Fund
Getzelman Fund
Hartshorn Family Fund
1995
Children’s Fund
Collier County 100 Club Fund
Diano-Tougas Scholarship Fund
The Education Foundation Fund
1996
Arnold & Gertrude Berg Fund
Louis M. & Patricia A. Daniel Fund
David B. & Katherine O. Dupee Fund
Robert Flinn Moving &
Storage Company Fund
Orville W. & Marion T. Forte Fund
Glenview Employee Scholarship Fund
Funds Established at the Community Foundation from 1990-1996
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GIFTS TO FUNDS
Gifts
to the AnnuAl ProGrAm fund
On behalf of the Community Foundation of Collier County we would like to thank all our generous donors. Your support of the
Annual Program Fund helps the Foundation with its vital work of grantmaking and nonprofit leadership training.
Founders’ Society
Arthur C. & Helen Shireman Fund
Partner’s Circle
$5,000 - $9,999
Zeb & Jane Billings Fund
Mr. & Mrs. Harry N. Forman
Gwenda & John Hanson Fund of
The New York Community Trust
Lea Family Fund
Roy & Carolyn Neumann Volunteer Fund
Mr. & Mrs. Duane Stranahan, Jr.
Collier Club
$2,500 - $4,999
Mr. & Mrs. Frank Klapperich, Jr. (includes
matching gift from the GE Foundation)
Mr. Thomas E. Ingram
Elizabeth & Frank Odell Family Fund
Mr. & Mrs. David B. Smith
J. Richard & R. Marie Stonesifer Fund of the
Vanguard Charitable Endowment Fund
Foundation Patron
$1,000 - $2,499
Henry & Betty Albrecht Foundation
Mr. Arnold Berg
Bernton Family Fund
Richard & Jane Borchers Family Fund of the
Vanguard Charitable Endowment Fund
Mr. & Mrs. Christopher P. Bray
Mr. Leland S. Burton, Jr.
Coffin Family Fund of the
Fidelity Charitable Gift Fund
Thomas J. & Mollie E. Danis Fund
Davidson, Nick & Co. CPA’s, Inc.
Mr. & Mrs. Jeffrey R. Erickson
Mr. George Frey of the
Schwab Charitable Fund
Myra & Mort Friedman Fund
Jay & Lee Gates Fund
Mr. & Mrs. Robert M. Gerrity
Mr. & Mrs. Tom Gleason
Mr. & Mrs. William E. Gunton
John A. Hardy Charitable Fund of the
Vanguard Charitable Endowment
Mr. & Mrs. Barry G. Hastings
William E. & Beverly S. Hoglund Fund
Mrs. Vivian Holcombe
Alan & Beverley Horton Fund
Howard & Troth Family Fund
Mrs. August W. Loos
McTague Family Fund
John J. Morgan, Jr. & Barbara L. Morgan Fund
of the Fidelity Charitable Gift Fund
Anne Stitt Portman Trust
Mr. & Mrs. Eugene F. Ratliff
(includes matching gift from
the Lilly Endowment, Inc.)
Mr. & Mrs. James T. Rideoutte
Mr. & Mrs. Thomas G. Schneider
Robert P. Schwartz Family Fund
Showalter Gift Fund of the
Ayco Charitable Foundation
Ms. Beverly A. Smith
Foundation Friend
$500 - $999
Scott & Susan Alexander Family Fund
(includes matching gift from the Northern
Trust Gift & Volunteer Grant Program)
Ms. Ann A. Brennan
Mr. & Mrs. William E. Chipman
Carleton A. Cleveland, Jr. Trust
Mr. Patrick C. Coughlan
Mr. & Mrs. Peter A. Cullman
Evergreen Fund Foundation, Inc.
The GBH Fund
Mr. & Mrs. James R. Gibson, Jr.
Mr. J. Dudley Goodlette
Mr. Robert D. Hays
Mr. & Mrs. Stanley E. Huffman
Mr. & Mrs. John H. Kolmer, Jr.
Mr. & Mrs. James B. Lancaster, Jr.
Mrs. Phyllis Landes
McCann Family Fund
Mr. & Mrs. J. Richard Munro
Ms. Deborah L. Russell & Mr. Elmer Wheeler
The RWH Fund
Donald L. Shapiro 2003 Revocable Trust
Mr. Jefferson A. Simpson
Slocum Family Fund
William F. Van Domelen Foundation
Mr. & Mrs. William M. Yaple
Community League
$100 - $499
Ms. Mildred N. Barnes
Mr. Albert J. Basl
Bayside Seafood Grill
Mr. & Mrs. Ronald H. Bell
Mrs. Ann E. Berlam
Mr. & Mrs. Richard L. Berry
Mr. Wayland Blood
Linda & Dennis Brown Family Fund
Mr. Walter L. Bush, Jr.
Mr. Cornelius P. Cacho
Campbell Family Foundation
Mrs. Mary B. Davison
dbr Marketing, Inc.
Barbara Janney Desanzo Fund
Mrs. Alison Douglas
Mr. & Mrs. Gary L. Eidson
Mr. Fred A. Erb
Bruce Folkerth Family Foundation, Inc.
Mr. Orville W. Forte, Jr.
Mr. & Mrs. Donald T. Franke
Mr. Sidney W. French
Mr. & Mrs. Eugene U. Frey
Mr. & Mrs. J. Craig Fuehrer
Mr. & Mrs. Gene A. Gardner
Mr. Thomas A. Gleason
Goodman Family Fund
Mr. & Mrs. M. Fletcher Gornall
Mr. Robert A. Haines, Sr.
Mr. & Mrs. Frank M. Harris
Dr. William G. Hendrickson
Hendrickson Family Foundation
Mr. & Mrs. John P. Hickey
Mr. Donald H. Hoffman
Robert L. Hoffman Revocable Trust
Ann R. Jacobson Revocable Trust
Mr. James D. Jessee
Mr. Richard N. Jowitt
Dr. & Mrs. Jeffrey A. Kahn
Mrs. Margaret A. Kennerly
Mr. Dennis Kilcoyne
Mr. & Mrs. Carl J. Kuehner
Mr. & Mrs. Leon Kussick
Mr. William R. Laidig
Mr. William Laimbeer, Sr.
Hon. Ramiro Manalich &
Mrs. Jane Knoble-Manalich
Mrs. Elisabeth L. Marling
Mr. & Mrs. G. Carson McEachern
Mr. William C. Merwin
Mrs. Josephine A. Morse
Mr. Richard L. Mott
Mrs. Stefanie Nelson
Gary G. Newman Family Trust
Mr. & Mrs. Joseph F. O’Handley
Mrs. Mary Ellen W. Peter
Mr. James A. Pilon
Mr. & Mrs. Harold A. Poling
Ridgway Bar & Grill
Mrs. Jane P. Ryder
Mr. Ned R. Sachs
Ms. Jean S. Sampson
Mr. & Mrs. Michael J. Schroeder
Mrs. Robert J. Schultz
Seass Charitable Trust
Mr. & Mrs. Peter H. Shipman
Mr. & Mrs. Walter J. Smith
Edmund H. Sorenson Trust
Ms. Sara S. Stanford & Ms. Leslie Westover
Mr. Kenneth R. Stark, Jr.
Mrs. Jamie G. Steuer
Mr. & Mrs. Thomas A. Sully
Mr. & Mrs. Stephen D. Teaford
Ms. Frankie Anne Tester
Mr. & Mrs. Peter A. Thomas
Mr. David M. Turner, Sr.
Mr. & Mrs. Everett H. Van Hoesen
Ms. Elinor P. Wagner
Mr. & Mrs. Mordechai Wiesler
Mr. William J. Williams
Mr. & Mrs. Karl R. Wyss
Mr. Dietrich E. Zimmerman
Memorial gifts were received
for the following:
Joseph High
Includes gifts of $100 or more received between June 1, 2007 and June 30, 2008
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GIFTS TO FUNDS
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. Lew F. Allyn
Anonymous Donor
Beasley FM Acquisition Corp.
Mrs. Jean Benson
Mr. & Mrs. Harold H. Brayman
H. Max Brown Estate
Cornelius P. Cacho Revocable Trust
Catholic Charities Foundation Diocese of
Venice, Inc.
Collier County 100 Club
Con Alin Foundation
Mrs. Carolyn E. Constantin
Estate of Tom Cooper
Mr. & Mrs. Thomas C. Curtis, Jr.
Thomas & Mollie Danis Fund
Mr. & Mrs. William B. Davis
Ms. Barbara Janney Desanzo
Estate of Helen Donahue
Mr. Jonathan Fitzpatrick
Mr. & Mrs. Harry N. Forman
Orville W. Forte Charitable Foundation, Inc.
Mr. & Mrs. Jay G. Gates
Ms. Marsha A. Gibbs
Mr. & Mrs. James R. Gibson, Jr.
Gulfshore Insurance, Inc.
Herbert & Gertrude Halverstadt Foundation
Mr. George T. Herrmann, III
Drs. G. Burtt & Ruth Holmes
Estate of Mary Elizabeth Kelley
Estate of Myron Kelley
Lea Charitable Trust
Lowry Hill
Mr. & Mrs. Thomas D. McCann
Estate of James A. McTague
Ms. Norma D. Meyer
Millstein Charitable Foundation
Mr. & Mrs. Seale A. Moorer
Mr. & Mrs. Roy G. Neumann
Northern Trust Bank
Mr. J. A. Paradis
Estate of Mary I. Peterson
Mr. & Mrs. David N. Pfaff
Richard P. Rechter Charitable Lead Annuity
Trust
Richard P. Rechter Charitable Lead Unitrust
Adele D. Rice Charitable Lead Unitrust #2
The Estate of William G. Robertson, Jr.
Mr. & Mrs. Edward M. Ryan
Mr. & Mrs. James N. Shelly
Estate of Edna F. Springer
Sunrise Children’s Foundation
Mr. & Mrs. Mark Theobald
Mrs. Jane Thomas
Dr. Jack W. Thompson
Jack W. Thompson Charitable Lead Annuity
Trust
Dr. Norman B. Thomson, III
Mr. & Mrs. Ronald Tougas
Estate of Constance Wainscott
Wasmer, Schroeder & Company, Inc.
Wollman, Gehrke & Solomon, PA
Mr. & Mrs. Karl R. Wyss
Mr. & Mrs. Frederic Yarrington
Gifts
to Community Group funds
donor groups established these 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 charaitable goals.
Funds with combined giFts
oF $200,000 - $500,000
First book-collier county Fund
To provide disadvantaged children
with new books.
Mr. & Mrs. Patrick F. Adams
Mr. & Mrs. William W. Bain, Jr.
Mr. & Mrs. B. Scott Ball
Mr. & Mrs. J. T. Battenberg, III
Mr. & Mrs. Richard A. Bearse
Ms. Dotty Beckwith
Richard & Jane Borchers Family Fund
of the Minneapolis Foundation
Mrs. Jeannette M. Boucher
Mr. & Mrs. Craig M. Bradley
Ms. Ann A. Brennan
Mr. & Mrs. James R. Campbell
Cavalier Family Foundation
Christ Child Society of Naples
Mr. & Mrs. Ronald B. Ciesla
Mr. & Mrs. Ronald Cindrich
Mr. & Mrs. Gerald Clark
The Codispoti Foundation
Mr. David L. Coffin
Mr. Kenneth W. Cole
Colonial Oaks Foundation
Joanne D. Corzine Foundation
Mr. Gary Courville
Mr. & Mrs. Richard S. Crawford
Crnkovich Fund at the Dayton Foundation
Depository, Inc.
Ms. Mary Culligan
Mrs. Susan L. Dalton
Mr. & Mrs. Charles W. Denny
Mr. & Mrs. Kenneth C. Dixon
Mr. & Mrs. Bruce Dobberteen
Mr. & Mrs. George J. Doehner
Mr. & Mrs. James F. Dowd
Robert J. Eaton Fund of the Fidelity Charitable
Gift Fund
Mr. & Mrs. Robert A. Epstein
Mr. & Mrs. David J. Eskra
Mr. & Mrs. James E. Fligg
Mr. & Mrs. Terrance R. Flynn
Mr. & Mrs. George J. Franks, Jr.
Mr. James L. French
Mr. & Mrs. Eugene U. Frey
Mr. & Mrs. Robert M. Gerrity
Mr. & Mrs. Thomas D. Gleason
Mr. & Mrs. F. H. Gohl
Mr. & Mrs. Dennis Gormley
Gourmet Catering, Inc.
Ms. Laird I. Grant
Mr. & Mrs. Don J. Gunther
Mr. & Mrs. Robert L. Harden
Mr. & Mrs. Leo Hertzog
Mr. & Mrs. Thomas R. Hodgson
Mr. & Mrs. Julius Hoeft
Mr. & Mrs. David R. Hubers
Immokalee Foundation
Dr. & Mrs. David Ingall
Mr. & Mrs. V.G. Istock
J & B Beal Investments, LLC
J. Crew
Mr. & Mrs. James D. Jessee
Mr. & Mrs. John L. Jordan
Mr. & Mrs. John H. Kolmer, Jr.
Mr. & Mrs. Carl J. Kuehner
Mr. Donald L. LaRocque &
Ms. Donna M. Eskra
The League Club, Inc.
Ms. Ilene Leff
Mrs. Maureen Lerner
Mr. & Mrs. Graham C. Lount
Mrs. Penelope L. Love
Lutgert Insurance
Mrs. Susan Manion
Manna Foundation Charitable Fund
of the National Christian Foundation
Mr. & Mrs. Richard A. Matthes
Mr. & Mrs. Robert F. McCarthy, Jr.
Ms. Sharon R. McCarthy
Mr. Samuel A. McCullough
Mr. & Mrs. Malcolm S. McDonald
Mr. & Mrs. John J. McDonough
Ms. Marsha A. McDonough
Mr. & Mrs. Ronald J. McGinty
Ms. Barbara T. McGlinn
Mr. & Mrs. Henry J. McVicker
Mr. William P. Melchionni
Mr. Richard W. Miller
John M. & Susan Morrison Foundation
Ms. Susan M. Morrison
Mr. & Mrs. J. Richard Munro
Ms. Marsha Murphy
Mr. Kenneth R. Murray
Mr. & Mrs. Robert O. Naegele, Jr.
Naples Children & Education Foundation
Mr. & Mrs. James P. Nolan
Northeastern Ohio Healthcare Foundation
Mr. & Mrs. John D. O’Brien
Mr. James G. O’Connor
Mr. & Mrs. William B. Ogden, IV
Mr. Donald F. O’Neill
Mr. & Mrs. John F. Pavlish
Mr. & Mrs. Frank Pezzuti
Mr. & Mrs. George W. Piper
Mr. & Mrs. Robert J. Polizzotto
Ms. Vickie A. Pruter
RCM Industries, Inc.
Includes gifts of $100 or more received between June 1, 2007 and June 30, 2008
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GIFTS TO FUNDS
Mr. & Mrs. Donald Redlinger
Mrs. Janice K. Ross
Rush Foundation, Inc.
Mr. & Mrs. Thomas G. Schneider
Richard M. & Sandra J. Schulze Family Fund
of the Saint Paul Foundation
Donald L. Shapiro Trust
Mr. & Mrs. William E. Shaver
Mr. & Mrs. Michael J. Silverstein
Mr. & Mrs. Charles P. Smith
Mr. & Mrs. David B. Smith
Mr. & Mrs. Michael T. Smith
Mr. James Smolenski
Ms. Aimee B. Snyder
Mr. & Mrs. Peter H. Soderberg
St. John’s E.C.W.
Bill & Linda Stavropoulos Foundation
of the Fidelity Charitable Gift Fund
J. Richard & R. Marie Stonesifer Fund of the
Vanguard Charitable Endowment Fund
Mr. Gary Thorud &
Mrs. Lavonne Williams Thorud
Mr. & Mrs. Robert H. Transou
Ms. Roselyn S. Travis
Ms. Roberta E. Turner
William F. Van Domelen Foundation
Mrs. Carolyn Vogel
Mr. & Mrs. Dolph W. von Arx
Mr. & Mrs. George P. Wagner, Jr.
Mr. & Mrs. James A. Wagner
Mr. & Mrs. Thomas J. Wall
Mr. Thomas Wamser
Wardeberg Charitable Trust
Ms. Lucille M. Warren
Mr. & Mrs. Gordon R. Watson
Mr. & Mrs. Steven M. Watt
Mr. & Mrs. Paul H. Way
Mrs. Nancy G. White
The Williams Consulting Group, LLC
Mr. & Mrs. Toby Wilt
Mr. & Mrs. Robert A. Wright
Mr. & Mrs. Karl R. Wyss
Yamron Jewelers
Mr. & Mrs. Gary Yates
Mr. & Mrs. Bryant Yunker
Ms. Paula D. Zeisler
Honorary gifts were received
for the following:
Gordon & Phyllis Caplan
Memorial gifts were received
for the following:
Arnold Henry Horstman
Delores Kelly
Larry L. Lavigne
Mindley J. Morris
Immokalee Initiative Fund & Grant Fund
To provide capacity-building support to
Immokalee nonprofits to better serve their
unique community.
A Nurses’ Registry, Inc.
Agua Fund, Inc.
Barron Collier Partnership
Mr. & Mrs. Kenneth S. Beall, Jr.
Mr. & Mrs. John W. Blades
Mr. George M. Blair
Buffalo Bill Memorial Association
C. R. Wilson Construction Co., Inc.
CAM Followers Association
Mrs. Ann Campbell
Mr. & Mrs. Richard Chebookjian
Chubb & Son, a division of
Federal Insurance Company
Mr. & Mrs. Robert A. Chute
Ms. Helen S. Cluett
Mr. Barron Collier, III
Mr. Michael P. Darrah
dbr Marketing, Inc.
Mr. E. Bruce Didonato
DSCLT #1/DSLT #3 of the Toledo Community
Foundation
Mrs. Ann F. Dunnam
Mr. & Mrs. David Erickson
Ms. Debrah P. Forester
Mr. & Mrs. Harry N. Forman
Mr. Lamar Gable
Mr. & Mrs. William E. Galt
Ms. Vera C. Gibbons
Mr. & Mrs. John D. Gibson
Mr. & Mrs. Richard P. Gillette
Hall & Hall, Inc.
Hirtle, Callaghan & Company
Mr. & Mrs. Huntley Hornbeck
Hufty Foundation
JPMorganChase Foundation
Ms. Gail Kowatch
Mr. William Laimbeer, Sr.
Mr. & Mrs. David B. Land
Scott Lewis’ Gardening & Trimming, Inc.
Mr. & Mrs. Alan V. Lovelace
Lutgert Insurance
The Martin Foundation, Inc.
Denton E. & Patricia J. McGinty, TTEES
Mr. & Mrs. Frank A. Miller
The Octagon Fund of
The New York Community Trust
Mr. & Mrs. Brian D. Pfeifler
Mr. & Mrs. Glenn Powell
Mr. Holland T. Salley & Mr. Scott L. Salley
Mrs. Martha Scofield
Slocum Family Fund
Ms. Jane W. Smith
Ms. Juliet Sproul
Dr. Jon C. Staiger
Ms. Mary Stair Crane
Mr. & Mrs. David H. Taylor, Jr.
Warren F. & Jean L. Tischler Memorial Fund
U.S. Trust, Bank of America
Private Wealth Management
Mr. & Mrs. George Winter, Jr.
Wrightson-Ramsing Foundation, Inc.
Memorial gifts were received
for the following:
Isabel Collier Read
Funds wIth combIned GIFts
oF $100,000 - $199,999
Port Royal club scholarship Fund
To provide scholarships for Port Royal Club
employees and their families.
Mr. & Mrs. Joseph K. Ambus
Mr. Stephen G. Anderson
Mr. & Mrs. C. Michael Armstrong
Ms. Helen H. Ayer
Mr. & Mrs. John M. Bankes
Edward T. Baur Revocable Trust
Mr. & Mrs. G. Nicholas Beckwith, III
Mr. Paul G. Benedum, Jr.
Mrs. Charles M. Berger
Mr. & Mrs. Bruce J. Bergman
The Bodman Family Foundation
Mr. & Mrs. Peter Bos
Brennan Family Foundation Trust
Mrs. John N. Briggs
Mr. Wayne L. Bromley
Norman L. & Elizabeth S. Brown
Family Charitable Corp.
Ms. Lela C. Brown
Buechel Patient Care Research &
Education Fund, Inc.
Mr. William L. Byrnes
Anne D. Camalier Family Trust
Cherry Family Foundation
Mr. David L. Coffin
Mr. Miles C. Collier
Ms. Joann N. Collins
Cornwall Foundation
Mr. Joe B. Cox
Mr. & Mrs. Thomas C. Curtis, Jr.
The Dance Club
Mrs. Leland H. Davenport
Mr. & Mrs. Wayne A. Davidson
Ms. Constance J. Davis
Mr. Michael H. DeGroote
Mr. & Mrs. Richard P. Del Bello
Mrs. Helene A. Demisay
Mrs. Mary L. V. Deupree
Ms. Katharine B. Dickson
Mr. & Mrs. John F. Donahue
Ms. Lucille Drackett
Mr. & Mrs. Richard P. Eide, Jr.
Engelhardt Family Foundation
Farrell Family Fund of the Greater
St. Louis Community Foundation
Mrs. Kathy Faulkner
Daniel C. Ferguson Charitable Trust
Mr. Aubrey J. Ferrao
Mrs. Helen M. Feuer
Mr. & Mrs. Terrance R. Flynn
Mr. & Mrs. Joseph G. Fogg, III
Alexander Stephen Foss
Memorial Foundation
Mr. William A. Frank
Mr. & Mrs. Gerhard M. Freche
Mr. Charles W. Gaillard
The Gallery
Mr. Lawrence H. Garatoni
Mr. Dewey R. Gargiulo
Ms. Pamela P. Gartin
Mr. Julius Gaudio & Ms. Chandra Jessee
Mr. & Mrs. David T. Genuardi
Mr. & Mrs. Frederick M. Genung
Mrs. Paul A. Gerding
Mr. & Mrs. Henry R. Guild, Jr.
John & Harriette J. Gussenhoven Foundation
of Ayco Charitable Foundation
Mrs. Dorothea A. Hadler
Mr. Wilbert Hamstra
Mr. & Mrs. Ellis Hanson
The James Hartzell Family Foundation
of The St. Paul Foundation
Mr. Curran W. Harvey, Jr.
Ms. Lund M. Hedges
Linda L. Hivnor Living Trust
Mr. & Mrs. Robert B. Holmes
Mrs. Frances G. Hopkins
Ms. Jean A. Houston
Includes gifts of $100 or more received between June 1, 2007 and June 30, 2008
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GIFTS TO FUNDS
The Hovey Foundation
Mrs. Laura E. Ingraham
Mr. & Mrs. Howard J. Johnson
Mr. & Mrs. Peter Kalamaras
Mr. & Mrs. Scott B. Kapnick
Mrs. Polly Keller
Mrs. Marilyn Kenyon
Donald & Patricia Kiernan of the
Schwab Charitable Fund
Krause Gentle Foundation
Mr. Michael C. Kubly
Mr. Carl R. Kuehner
Mr. & Mrs. Jonathan Kukk
Robert P. Langley Revocable Trust
Mr. & Mrs. Raymond W. Leboeuf
Mr. & Mrs. Robert M. Lee
Mr. Richard H. Legro
Mr. Jules B. Levine
Mr. & Mrs. David M Lockton
Mrs. August W. Loos
Mrs. Penelope L. Love
Ms. Leslie S. Magin
Ms. Jane A. Mallinckrodt
Mr. Lawrence E. Manierre
Mr. & Mrs. Eric A. Marziali
Ms. Gail J. McCready
Ms. Susan H. McCurry
Mr. & Mrs. John J. McDonough
Mr. C. Anthony McMunn
John P. & Anne Welsh McNulty Fund
of the Fidelity Charitable Gift Fund
Mr. & Mrs. Alvin E. McQuinn
Dr. & Mrs. Robert J. Meli
Mrs. Catherine C. Miller
Mr. & Mrs. Richard E. Mohn
Mr. Robert C. Moore
Mr. & Mrs. Charles P. Morgan
Ms. Susan F. Morgan & Mr. Joseph B. Scott
Mr. & Mrs. Robert W. Morris
Eugene & Georgia Mosier Family Fund
of the Ayco Charitable Foundation
Mr. & Mrs. J. Richard Munro
Musca Properties, LLC
Mr. & Mrs. Carl M. Nagel
Nicholson Foundation
Mr. & Mrs. William J. O’Meara
Mr. & Mrs. James F. Orr
Mr. & Mrs. James J. Partridge
Mr. & Mrs. G. H. Pettway
Mr. & Mrs. John R. Pfeffer
Mr. & Mrs. Gary L. Pilgrim
Dr. & Mrs. Leon J. Podles
Port Royal Club, Inc.
Mrs. Jean B. Preston
Mr. & Mrs. Robert E. Price
PrideCo
Mr. Robert L. Raclin
Mr. Walter T. Ream & Ms. Gloria B. Hall
Mr. John P. Reisman
Mr. & Mrs. Philip Ricciardiello
Francis & Kathleen Rooney Fund
of the Tulsa Community Foundation
Mr. Edward C. Rorer
James J. Roth Trust
Mr. William N. Salin
Mr. & Mrs. Joseph S. Sample
Mr. & Mrs. Robert C. Schiff
Mrs. Patricia Schroeder
Ms. Patricia W. Scott
Mr. & Mrs. Richard L. Scott
Mr. & Mrs. Robert G. Scott
Mrs. Barbara B. Scovil
Mrs. Charles E. Scripps
Seass Charitable Trust
Mr. T. Joseph Semrod
Mr. & Mrs. Michael F. Shanahan, Sr.
Mr. Bryan Smith
Mr. & Mrs. Peter H. Soderberg
Mr. John W. Steiner
Mr. & Mrs. Ronald R. Strain
Mr. Duane Stranahan, Jr.
Donald C. Sutherland Fund
of the Fidelity Charitable Gift Fund
Mr. W. Clarke Swanson, Jr.
Mr. & Mrs. Stephen D. Teaford
Terrier Incorporated
Ms. Barbara A. Thomas
Mr. Peter A. Thomas
Dr. & Mrs. Lawrence Thompson
Dr. & Mrs. Norman Thomson, Jr.
Mr. Gerald L. Tiffan
The Timmis Family Foundation
Mr. & Mrs. Michael T. Timmis
Mr. & Mrs. Thomas A. Tisbo
Mr. Joseph G. Tompkins
Trinity-by-the-Cove Episcopal Church
Mr. Dean G. Van Nest
Mr. William F. Vernon, Jr.
Vincent D. Realty Trust
Mr. & Mrs. Dolph W. von Arx
Mr. & Mrs. George P. Wagner, Jr.
Mr. & Mrs. William H. Waltrip
Ms. Sarah C. Webb
Mr. & Mrs. Donald C. Weeden
Ms. Anne R. Wheeler
Ms. Paula D. Zeisler
Naples Music Club Scholarship-Haegg Fund
Naples Music Club Scholarship-Saby Fund
Naples Music Club Scholarship-Turiel Fund
To develop a musically connected
community where individuals can fulfill
their artistic dreams.
Naples Music Club
FuNdS wiTH CoMbiNed giFTS
oF $50,000 - $99,999
Naples Concert band Fund
To provide free public concerts in Cambier
Park and raise money for music scholarships.
Naples Concert Band, Inc.
glenview employee Scholarship Fund
To provide scholarships for Glenview
employees and their families.
Henry & Betty Albrecht Foundation
Alvina Parks Wendt Revocable Trust
Mr. & Mrs. Thomas C. Bainbridge
Ms. Athalie C. Ballard
Mr. Reed E. Bartlett
Mrs. Jean Benson
Kathleen M. Berg Revocable Trust
Mrs. Sharon Bernstein
Mrs. Frances L. Bethel
Ms. Florence K. Bieber
Zeb & Jane Billings Fund
Mrs. Gracey L. Bradley
Mr. & Mrs. Shirley D. Brinsfield
Mrs. Camille L. Cebelak
Mrs. Jean S. Chockley
Mr. & Mrs. Thomas A. Coppens
Mr. W. David Dance
Ms. Marianne H. Davis
Roberta W. Davis Trust
David B. Dupee Trust
Mr. Frank G. Edwards, II
Mrs. Evelyn Everest
Wirt Farley Trust
Mr. Orville W. Forte, Jr.
Mrs. Elizabeth S. Guthrie
Mr. R. James Harvey
Mr. Robert A. Hensel
Mr. & Mrs. Bradley J. Hepp
Mrs. Dora Herman
Mr. & Mrs. Richard A. Hunter
Mr. & Mrs. W.H. Hyland
Mrs. Sara Iredell
Janet Dingle Kent Trust
Mrs. Cassie S. Kiddoo
Mr. & Mrs. Sam S. Leotta
Mr. & Mrs. Charles A. Lister
Mrs. August W. Loos
Ms. Mary L. Marsh
Mr. & Mrs. Donald H. McPherson
Mr. & Mrs. Donald M. Moorhead
Mr. John G. Nichols
Mrs. Martha P. Niepold
Mrs. Kathryn E. Pfeiffer
Mr. & Mrs. Eugene F. Ratliff
Mr. & Mrs. Joseph F. Romano
SKRAM Foundation of the Fidelity Charitable
Gift Fund
Mr. & Mrs. William Y. Smiley, Jr.
Mr. & Mrs. Peter Snyder
Ms. Janet S. Stephens &
Ms. Stephanie Stephens
Dr. Steele F. Stewart, Jr., & Rev. Nancy Stewart
Mr. & Mrs. Jay V. Strong
Ms. Eileen Swanson
Mildred L. Tappan Trust
W. Richard Tappan Trust
Mr. & Mrs. John D. Ware
Mrs. Jane D. Wentling
John F. & Laura M. Whitcomb Fund
Mr. & Mrs. William H. Whitney
Dr. & Mrs. Charles W. Zinn
Memorial gifts were received
for the following:
Betty Albrecht
Henry Albrecht
Toby Althoff
Jeanne Bartlett
Beatrice Carson
Dr. Arthur Cumming
Jane Dance
Edwin Hooker
George Leubuscher
Frank Manker
Theron Marsh
Betty Mills
John Palmer
Ron Piccolo
Bruce Shannon
William Tappan
Patricia Vogel
Alvina Wendt
Harvey Wilkins
Richard W. Willis, Jr.
Includes gifts of $100 or more received between June 1, 2007 and June 30, 2008
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GIFTS TO FUNDS
Funds with combined giFts
oF $25,000 - $49,999
bruce thalheimer charitable Fund
To continue the charitable efforts in the
community for which Bruce Thalheimer
was so well known.
Mr. James B. Blacklidge
Dr. David S. Clary & Dr. Barbara A. Fueredi
Corbett Family Foundation Inc.
Estate of Charles Richard Forman
Mr. & Mrs. Robert Greenspahn
Mr. & Mrs. George A. Jung
Mr. & Mrs. Stephen Kauffman
Mr. & Mrs. Eugene R. McCormick &
Charlotte E. McCormick
Mr. & Mrs. Stephen H. McManus
Nassau Pools Construction, Inc.
Mr. & Mrs. Carl F. Nies
Mr. & Mrs. Jeffrey W. Oglander
Dr. Robert W. Payne
Mr. & Mrs. Calvin J. Pratt
Drs. Basil D. & Tova Roman
Mr. & Mrs. Gary W. Roubinek
Mr. Samuel A. Savage
Thalheimer’s Inc.
Sarah Spencer Foundation
Ms. Sharon Treiser
Mr. & Mrs. Donald G. Uhlenburg
Pete Villani & Michael Grech Memorial Fund
baby basics Fund
baby basics Fund-immokalee Program
To provide diapers and emotional support
to working poor families and their babies.
Mr. Charles Abookire, Jr.
Anonymous
BD
Berkshire Taconic Community
Foundation, Inc.
Mr. & Mrs. K. Berquist
Ms. Betsy Chamberlin
City Mattress of Florida
Harvey & Janet Cohen Family Fund
Mr. Luis Cordova
Ms. Lori Ann Druck
Ms. Mary Lou Fisher
Mr. Duncan A. Fleming
Selma P. Flieder Trust
Mr. & Mrs. David N. Goins
Mr. & Mrs. J.O. Jackson
Mr. & Mrs. Ralph J. Johnson
Ms. Patty Kearns
Kiwanis Club of Pelican Bay
Mr. & Mrs. Richard D. Kurtzeborn
The Minneapolis Foundation
Mr. & Mrs. Robert F. Naples
Naples Pelican Bay Rotary Club
Naples United Church of Christ
Mr. & Mrs. Richard E. O’Leary
William & Wilma Paterson Charitable Gift Fund
of the Ayco Charitable Foundation
Professional Givers Anonymous
of Collier County, Inc.
Mr. & Mrs. John R. Scheessele
Dr. Joan Sehdev
Ms. Jo-Anne N. Sergeant
Mr. & Mrs. J. F. Soffe
Dr. & Mrs. James W. Stanley
Mr. & Mrs. David H. Stewart
Mr. & Mrs. Brit E. Svoboda
Mr. & Mrs. Robert F. Tate
Mr. & Mrs. Patrick E. Tervin
Mr. & Mrs. Wesley M. Thompson
Mr. Jason Toabe
Mr. & Mrs. Curt C. Todd
Memorial gifts were received
for the following:
Jean Hauber
Zona Macknick
naples cultural Landscape Fund
To develop a sense of community and
connect the citizens of our community.
A. Vernon Allen Builder, Inc.
Anonymous
Mr. Terrance B. Boyle
Mrs. Lavern N. Gaynor
Mr. Jeffrey W. Hirsch
Mr. Ernest Moczik
Cheryl Stone Antiques & Interiors, Inc.
Success Fulfillment, Inc.
Mrs. Margaret Sulick
Ms. Joie Wilson
Pete Villani & michael grech memorial Fund
To provide support for children who suffer
from with cancer, heart conditions, abuse
and other issues that affect their well being.
Mr. Scott Alexander
Anonymous
Germain Toyota
Biondo Investment Advisors, LLC
Bonita Village, LLC
Naples Chiropractic Clinic
Mr. Benedict R. Conti
Mr. R. Douglas Ezzell
D. Garrett Construction, Inc.
Mr. Robert L. Germain, Jr.
Mr. W.B. Hougland
Ms. Katherine A. Jones
Mr. & Mrs. Maurice D. Kent
Keyestone Interlocking Paving
Contractor, Inc.
Lexus Champions For Charity Octagon
Mr. Kenner S. Muench
Naples Engraving
Mr. Larry Parker
Mr. Joseph I. Perkovich
Ms. Judie Phillips
Mr. & Mrs. Robert G. Scott
Fresh start for Abused women
grant Fund
To provide funds to women and their
children to enable them to make a “fresh
start” in a new life free from abuse.
Albrecht Advised Fund
Ms. Diana G. Bacon
Ruth Hanson Baldwin Revocable Trust
Mr. & Mrs. Donald H. Baldwin
Joanne B. Barter Trust
Mr. & Mrs. Wells C. Bates
Mrs. Jean Benson
Ms. Florence K. Bieber
Jeanne F. Bolds Trust
Mr. & Mrs. Robert E. Bortz
Mrs. Gracey L. Bradley
Ms. Rose W. Carlson
Mrs. Jean S. Chockley
Mr. & Mrs. Valentine Christie
Mr. & Mrs. David Cole
Mrs. Anne L. Cole & Ms. Barbara A. Cobb
Mrs. Louise E. Daniels
Frank G. Daveler Charitable Fund
at the Schwab Charitable Fund
Ms. Maria DeMarco
Mr. & Mrs. Laverne Erickson
Ms. Donna M. Ferguson
Mr. & Mrs. Raymond E. Fink, Sr.
Dr. Michael Finkel & Ms. Dina Sewell
Ms. Barbara Goldberg & Mr. Robert Tucker
Ms. Barbara W. Goldberg
Mr. & Mrs. Edward C. Gonzales
Mr. & Mrs. Donald L. Grandi
Ms. Cynthia T. Haas
Mr. Henry E. Haegg
Dorothy B. Haines Trust
Ms. Lou Ann Hansen
Mr. & Mrs. John E. Harff
Ms. Zola G. Harris
Mr. Alex W. Hart
Mr. & Mrs. Kristian L. Helland
Mr. & Mrs. James M. Hobin, Jr.
Mr. & Mrs. Robert L. Hoffman
Ms. Sama Hoffman
Mrs. Sarah Jane Humphrey
The Johnson Family Foundation
Janet Dingle Kent Trust
Trust of Margaret G. Kincaid
Ms. Jane G. Laird
Mr. & Mrs. Bruce R. Lakefield
Mr. & Mrs. Dennis J. Lynch
Mr. & Mrs. William Lynn
Elaine R. Maki Living Trust
Mr. & Mrs. Jeffrey H. Manz
Ms. Teresa A. McAllister
Mr. & Mrs. Mark R. McDonough
Ms. Barbara F. McLauchlan &
Mr. Richard E. Irons
Mr. & Mrs. Michael D. Moore
Mr. & Mrs. Michael J. Moore
Mr. & Mrs. Carl W. Moore
Mr. & Mrs. Burr J. Mosher, Jr.
Mr. Richard L. Mott
Naples United Church of Christ
Roy & Carolyn Neumann Volunteer Fund
Ms. Arlene M. Nichols
Mrs. Martha P. Niepold
Mr. John A. Pare
Ms. Jeanne Pare
Mrs. Mary Ellen W. Peter
Mr. & Mrs. James A. Poff
James D. & Bess S. Polis Foundation Fund
Mr. & Mrs. Ralph K. Quillman, III
Ms. Ruth P. Rambo
Ms. Mary Oram Reading
Annabell Kixmiller Ruch Trust
Dr. & Mrs. Charles J. Ryan
Ms. Suzanne L. Sanger
Mr. & Mrs. Hubert J. Saunders
Mr. & Mrs. Vernon G. Schaffer
Mr. & Mrs. C.W. Schellenger
Mr. & Mrs. W. Llewellyn Schmidt
Edmund H. Sorenson Trust
Ms. Ann C. Sprowls
Naples Marco Bonita Springs
Includes gifts of $100 or more received between June 1, 2007 and June 30, 2008
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GIFTS TO FUNDS
Kappa Alpha Theta Alumni Chapter
Mr. & Mrs. William Stueckroth
Ms. Valerie B. Sullivan
Mildred L. Tappan Trust
Ms. Frankie Anne Tester
Mrs. Marie A. Trzyna
Rev. & Mrs. Charles S. Webster
Dr. & Mrs. Stephen C. Weisberg
Ms. Virginia W. Wentworth
Mrs. Richard G. Widman
Mrs. Phyllis G. Wilhelm
Ms. June C. Winn
Zonta Club of Naples
Honorary gifts were received for the following:
George McVay
Memorial gifts were received for the following:
Eunice Beam
Funds with combined giFts
oF $10,000 - $24,999
critter Fund
To provide scholarships, tutoring and
school supplies to children and adults.
Agnoli Barber & Brundage, Inc.
BBLS Surveyors & Mappers, Inc.
Dr. Richard F. Bing
Boylan Environmental Consultants, Inc.
BP Financial Inc.
Ms. Mary K. Bucel
Community Engineering Services, Inc.
Ms. Ruth M. Crittenden
Ms. Kimberly A. Dryden
Mr. Duncan Farnsworth
Ms. Lucy P. Finch
Mr. & Mrs. Richard C. Grant
Mr. & Mrs. Vincent S. Gullo
Mrs. Judy Hadinger
Mrs. Isabelle Hart
Mr. & Mrs. Gordon G. Hunsaker
Mrs. Marielle Kitchener
Mr. & Mrs. John P. Maloney
Mr. James A. McTague
Mediterranean Stone & Marble Inc.
Midtown Preservation, PC
My Architect, Inc.
Naples Syndications LLC
Mr. & Mrs. Ronald F. Nino
Parker Management Florida, LLC
PMS, Inc. of Naples
Port of the Islands Realty, Inc.
Mr. John A. Pulling, Jr.
Michael Redd & Associates, PA
Mr. Jerry R. Schroer
Mr. & Mrs. Frank V. Tirico
Ms. Patricia C. Turrell
Turrell, Hall & Associates, Inc.
Vanasse & Daylor, LLP
Vineyards Development Corporation
Mr. Patrick G. White
Mr. & Mrs. Richard Yovanovich
collier Junior golf inc. Fund
To make the game of golf accessible
to all children in Collier County.
American Seniors Golf
Association Charitable Trust
Body Balance for Performance
of Naples, Inc.
Foxfire Community Association, Inc.
Mr. & Mrs. Lawrence H. Miller
Southwest Florida Community Foundation
Freddie sauer scholarship Fund
To provide scholarships for Audubon
Country Club employees and their families.
Audubon Country Club
Mr. & Mrs. Barry M. Baiman
Mr. & Mrs. David R. Brown
Mr. Frank Cannon, Sr.
Christian Foundation, Inc.
Mr. & Mrs. Jack P. Cittadine
Mr. & Mrs. Sid Grossman
Mr. Walter T. Gryska &
Ms. Diane L. Flottemesch
Mr. John Lindemann
Mr. Frederick H. McClintock
Mr. Joseph T. Morrow
Mrs. Irene D. O’Hare
Mr. Johannes Ross
Darlene T. San Filippo Revocable Trust
Mr. & Mrs. Richard H. Schneeberg
Mr. & Mrs. Dwight E. Vicks, Jr.
H. L. Wenner
women’s initiative Fund
To create a permanent pool of dollars
to perpetually fund programs that
support the unmet needs of women
and girls in Collier County.
Dr. Fay R. Biles
Mr. & Mrs. Jerry Briant
Ms. Marcia C. Carthaus
Ms. Bev Cherry
Ms. Lucille Drackett
Eileen Fisher, Inc. - Retail Division
Ms. Dottie A. Gerrity
Ms. Christine Flynn
Ms. Mana Holtz
Ms. Ilene Leff
Ms. Jeanette M. Lombardi
Mr. & Mrs. Graham C. Lount
Ms. Julie K. Mast
Ms. Lisa Merritt
Mr. & Mrs. Robert E. Mulholland
Ms. Carolyn H. Neumann
Sandy Parker & Elliot Feinberg
of the Fidelity Charitable Gift Fund
Ms. Jean Raukar
Ms. Deborah L. Russell & Mr. Elmer Wheeler
Mr. & Mrs. John R. Scheessele
Jane Thomas Fund
Ms. Sharon von Arx
Mr. & Mrs. Steven M. Watt
Ms. Nancy K. Webster
Ms. Nancy G. White
Ms. Bobbye Raye Womack
Honorary gifts were received for the following:
Mana Holtz
wyndemere Fund
To support a proactive grant-making program
with a particular interest in the Golden Gate
community.
Leon Arpin Revocable Trust
Mr. & Mrs. John H. Basler
Mr. & Mrs. Joseph Berger, II
Birtwistle Family Foundation
Rodney M. & Mary L. Bloom Fund
of the Fidelity Charitable Gift Fund
Mary Duke Blouin Revocable Trust
Mr. Robert C. Carroll
Ms. Mary Gail Cauley
Mr. & Mrs. Roger Clay
Mr. & Mrs. Larry W. Coen
Mr. & Mrs. Thomas G. Coffey
Mr. John D. Collins
Mr. & Mrs. Thomas W. Courtney
Mr. & Mrs. Andrew B. Craig, III
Mr. Richard E. Cremer
Mr. & Mrs. Michael Davidian
Mr. & Mrs. James F. Davies
Day Associates
Mrs. Audrey Fenton
Mr. & Mrs. David E. Ferris
Mrs. Lydia Galton
Ms. Kathleen M. Gartner
Mr. & Mrs. Donald L. Grandi
Mr. & Mrs. George H. Guy
Ronald & Cynthia Haas Revocable Trust
Jack’s Nominee Trust
Mr. & Mrs. Ernest Jefferies
Jewish Federation of Cincinnati
Mr. & Mrs. Robert W. Johnston
Mr. & Mrs. Daniel S. Jones
Ms. Helen S. Kron
Mr. & Mrs. David Ladd
Mr. John S. Marr
Mrs. Alice Ross T. Martell
Mr. & Mrs. Joseph Mauriello
Mr. & Mrs. Charles B. McCullagh
Mr. & Mrs. John J. McKenna
Mr. & Mrs. Lawrence J. Meltz
Mr. Harry Meyerhoff
Barbara A. & Joseph H. Miller
Family Foundation of the
Oppenheimer Funds Legacy Program
Mr. & Mrs. Thomas Miller
Mr. & Mrs. Roy G. Neumann
Mr. Dugan J. Porter
Mr. & Mrs. Harry Ratrie
Mr. & Mrs. Arthur J. Reiber, Jr.
Mr. & Mrs. Duane L. Repp
Mr. & Mrs. Jay E. Ricks
Mr. Neill Schmeichel
Mr. James D. Seitz (includes matching
gift from the Northern Trust Gift &
Volunteer Grant Program)
Mr. & Mrs. Richard P. Sernett
Mr. & Mrs. John J. Simone
Mr. & Mrs. W. Frank Slye
Mr. & Mrs. Walter A. Smith, III
Mrs. Shirley D. Smith
Mr. & Mrs. Warren D. Spicka
Dr. & Mrs. William L. Sutton
Mr. & Mrs. Roger Thomas
Mr. Berthold Treiber
Mr. & Mrs. Richard G. Tutwiler
Mr. & Mrs. George T. Underhill
Mr. Brian Usher-Jones
Mr. & Mrs. Ronald F. Van Vactor
Mr. & Mrs. Roy B. Wade
Ms. Sarah W. Wilder
Includes gifts of $100 or more received between June 1, 2007 and June 30, 2008
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GRANTS AWARDED
Community Impact
GRANTS AWARDED
Grants of $604,000 initiated by the Foundation encourage community populations, collaboration, have broad impact
and affect underserved populations . These grants are funded by the Foundation’s unrestricted endowment funds
and have four main fields of interest: Healthcare, Education, Social Services and Housing & Community Life.
Funding decisions are made by the Foundation’s nine-member grant committee who spend hundreds of volunteer
hours evaluating and selecting organizations for support.
ymCa
PROACTIVE INITIATIVES
A total of $141,000 was awarded to the following agencies:
Center for nonprofit exCellenCe
To help nonprofits become more effective by
offering high quality education and training
services
eduCation foundation
of Collier County
To fund professional development
opportunities for Collier County Public
School educators
empowerment allianCe of
SouthweSt florida
To assist in the implementation of the
benchmarks in the Enterprise Community
Strategic Plan
philanthropy day
To present the Franke Leadership Seminar
to Southwest Florida nonprofits
united artS CounCil
of Collier County, inC.
To support the Community Arts Fund
for community-based arts programs in
Collier County
Proactive Initiatives
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GRANTS AWARDED
COMMUNITY PROJECT GRANTS
Outcome - Citizens have access to safe, affordable housing and a continuum of services
A total of $50,000 was awarded to the following agencies:
Collier County Housing
Development Corporation
To help fund homebuyer education
and counseling for up to 200 families
in Collier County
FloriDa nonproFit Housing
serviCes, inC.
To help fund the pre-development costs
needed for an affordable housing rental
community in Immokalee
Harry CHapin FooD Bank
To help fund the expansion of the Food
Bank’s services to Collier County
HoloCaust museum
ymCa
senior FrienDsHip Centers, inC.
-Fort myers
To help fund the Senior Nutrition Services
offered in East Naples and Immokalee
st. mattHew’s House
To help fund a housing program for the
severely and permanently disabled
nHC
ymCa
Outcome - Citizens have access to adequate health services
A total of $70,840 was awarded to the following agencies:
avow HospiCe, inC.
To develop a Doula program (death
companion) for patients without a family
support system
BaBy BasiCs FunD
To expand programs services to
provide diapers for 20 additional
babies in Immokalee
Collier HealtH serviCes, inC.
To help fund dental treatments for children
at Village Oakes Elementary School
neigHBorHooD HealtH CliniC
To help fund the purchase of certain lab
testing materials for use onsite in order to
reduce use of external lab services
projeCt Help, inC.
To help fund the expansion of the
certified Sexual Assault Crisis Center
in Collier County
senior FrienDsHip Centers, inC.
To help fund the purchase of medical and
dental supplies to be used in the Collier
County Healthy Aging Program
sHelter For aBuseD women
To help cover the costs of medical related
expenses for the women and children
residing at the shelter
ms Home-Collier County inC.
To help fund the Wellness and Education
Program that provides direct services for
individuals with MS
Community Project Grants
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GRANTS AWARDED
Outcome - Citizens succeed in age-appropriate educational services
A total of $115,500 was awarded to the following agencies:
Community Coordinated Care
For Children, inC.
To support an Early Learning Program
serving disadvantaged working families in
Collier County
the ConservanCy oF
southwest Florida, inC.
To support an after school program for
disadvantaged and at-risk elementary
school children
eden Florida
To help fund scholarships for Camp Eden, a
summer program for autistic children
dr. PiPer Center For soCial serviCes, inC.
To help sustain the Senior Companion
Volunteers program that assists frail elderly
in Collier County
Florida GulF Coast university:
Girls in enGineerinG, math, sCienCe
To fund a hands-on program for girls
promoting interest in engineering, math,
and science in Collier County
GraCe PlaCe For Children & Families
To help fund the expansion and
improvement of an adult literacy program
GuadaluPe Center, inC.
To support the Early Childhood Education
program serving 150 at-risk children in
Immokalee
holoCaust museum oF
southwest Florida, inC.
To support the Boxcar Education exhibit,
an educational tool used to teach students
about the Holocaust
literaCy volunteers oF Collier County
To support a partner program that will
train additional tutors to work at outreach
locations throughout Collier County
naPles BotaniCal Garden, inC.
To support an afterschool program for
underprivileged 3rd, 4th and 5th graders
naPles Players, inC.
To help fund scholarships that will make it
possible for underprivileged children to
participate in the KidzAct program
ymCa oF the Palms
To support the expansion of a child care
and early childhood education program
serving children 1 to 5 years old
immoKalee
Community Project Grants
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GRANTS AWARDED
grace place
yMca
Nhc
Outcome - Citizens are focused on volunteerism, the arts and environment
A total of $49,235 was awarded to the following agencies:
Naples art associatioN, iNc.,
VoN liebig art ceNter
To support a free outreach extension of the
ARTschool program to homeless shelters
and other organizations
rcMa iMMokalee coMMuNity school
To help fund the Major Arts Program, an
opportunity for Immokalee students to
develop an appreciation of the arts
south Florida coMMuNity ceNter
To help fund the Immokalee Boys Choir to
increase exposure to the arts and provide
alternatives to at-risk behaviors
uNited arts couNcil oF
collier couNty, iNc.
To support an 18 week dance program for
120 at-risk girls in the Pace program
Wgcu public Media
To help fund the Community Footprint
Challenge workshops to help young people
understand the environment
the coNserVaNcy oF
southWest Florida, iNc.
To fund an outreach program, utilizing
volunteers, to educate citizens about the
need for storm water management
Community Project Grants
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GRANTS AWARDED
Professional DeveloPment Grants
To help nonprofits increase their organizational capacity to best serve our community. (Funds to attend conferences, hire consultants & purchase equipment)
A total of $114,082 was awarded to the following agencies:
Alzheimer’s support Network
One person to attend the 22nd annual
Joseph & Kathleen Bryan Alzheimer’s
Disease Research Center Conference in NC
AmericAN red cross
Small HP Prolient 110 Server, 20 Antivirus
Protection, 1 Software XP Pro Upgrade
Amigos eN cristo, iNc.
d.b.A. Amigos ceNter
To fund the cost for several staff members
to attend a fundraising seminar in Orlando
Art leAgue of mArco islANd
To hire a consultant for website
development and to provide training
on proper maintenance of the site
AuduboN of floridA/
corkscrew swAmp sANctuAry
Dell Latitude D531, Mobile AMD Sepron
3600+ Processor & accessories
AuduboN of floridA/
corkscrew swAmp sANctuAry
To send two people to the National
Association for Interpretation
Conference in Sokcho, Korea
Avow hospice, iNc.
To fund the cost for three staff
members to attend a conference
on the use of fund raising software
bAch eNsemble
To hire a web site developer and to
purchase 12 months of site maintenance
big brothers big sisters of
southwest floridA, iNc.
To hire a consultant to conduct a strategic
planning session for the board and staff
cAtholic chArities of collier co.
To purchase software for scheduling
and tracking clients in their Golden Gate
counseling center
childreN’s museum of NAples
To attend the Museum Leadership Institute
at the Getty Center in Los Angeles
christ child society of NAples
To hire a consultant to facilitate board
discussions on board succession,
nomination, and recruitment
citizeNs foster cAre review boArd, iNc.
To attend the Citizens Review
Panel Conference
collier buildiNg iNdustry
AssociAtioN, iNc.
To hire a consultant to help develop
strategies for fundraising and grant writing
collier couNty housiNg
developmeNt corporAtioN
To attend the National Foreclosure
Counselor Training in Chicago
collier couNty huNger ANd
homeless coAlitioN
To hire a consultant for grant writing
and fund development planning
collier heAlth services, iNc.
To hire a consultant for board training
crossroAds wilderNess iNstitute, iNc.
To purchase uniform shirts for residents
of the youth camp
dr. piper ceNter for
sociAl services, iNc.
To hire a consultant to develop a marketing
and development plan
edeN floridA
To hire a grant writing consultant for
programs related to a new facility
planned for Collier County
educAtioN fouNdAtioN
of collier couNty
To purchase a replacement laptop
computer to used for presentations
and other off site activities
empowermeNt AlliANce
of southwest floridA
To purchase a laptop computer and
LCD projector to be used for homebuyer
education programs
first book-collier couNty
To purchase a Dell computer and
multimedia projector
floridA NoNprofit housiNg
services, iNc.
To hire a consultant to conduct a
market survey and needs assessment
for rental unit needs in Immokalee
foster cAre couNcil of
southwest floridA, iNc.
To purchase two computers
and basic software
frieNds of rookery bAy
To hire a CPA firm to conduct
the organization’s first audit
fuN time eArly childhood AcAdemy
To purchase a network office printer
good shepherd of
southwest floridA
To hire a consultant for research, grant
writing and program planning
greAter NAples brANch
AAuw/ rif progrAm
To purchase a computer and related
software for administration and reporting
guAdAlupe ceNter, iNc.
To help fund staff attendance at the annual
conference of the National Association for
the Education of Young Children
gulfshore plAyhouse
To hire a grant writer to identify funding
opportunities and write grants
hAitiAN coAlitioN of
collier couNty fuNd
To hire a consultant to help
with a needs assessment
hArry chApiN food bANk
To help fund attendance at America’s
Second Harvest National Food Bank
Conference in September
heAlthy stArt coAlitioN of
soutwest floridA
To hire a consultant to conduct
a board retreat that will include
a strategic plan review
heAlthy stArt coAlitioN of
soutwest floridA
To attend a conference on managing
events and increasing sponsorships
holocAust museum of
southwest floridA, iNc.
To attend the annual conference of the
Association of Holocaust Organizations
humANe society of collier couNty
To purchase a vital signs monitoring device
immokAlee multiculturAl
multipurpose commuNity ActioN
AgeNcy, iNc.
To purchase office equipment: Canon Image
Class copier, fax and scanner and furniture
iNterfAith ActioN of
southwest floridA
To hire a website designer and to purchase
website construction and hosting services
J. timothy hogAN fouNdAtioN
To hire a CPA firm to conduct
a first time audit
JerusAlem hAitiAN commuNity ceNter
To purchase QuickBooks software
and to obtain technical assistance
from an accountant
legAl Aid service of collier couNty
To attend a conference on Marital
and Family Law
mAke A wish fouNdAtioN
of south floridA, iNc.
To attend the Make a Wish annual
conference and Train the Trainers seminar
mAry’s house of hope
To hire a consultant for website
development
meNtAl heAlth AssociAtioN
of southwest floridA
To attend a training program that
focuses on promoting healthy lifestyles
for the mentally ill
mirAcle limbs-courAge
iN motioN fuNd
To hire a consultant to advise
on strategic planning
NAples Art AssociAtioN, iNc.,
voN liebig Art
To hire a consultant to write a case
statement for support, and to develop
major gifts prospects
Professional Development Grants
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GRANTS AWARDED
nt)
Naples BotaNical GardeN, iNc.
To fund the attendance of two staff
members at the American Public Gardens
Assn. Annual Conference in June
Naples HiGH scHool
To attend a Librarian’s conference
on reading strategies and
assessment technology
Naples Historical society
To purchase software for fundraising and
to hire a consultant to build a website
Naples cultural laNdscape FuNd
To work with a consultant on
marketing and fund development
Naples players, iNc.
To hire a consultant to
develop grant proposals
Naples WomaN’s cluB
To receive technical training and to
purchase a computer and software
NeiGHBorHood HealtH cliNic
For the attendance of two staff members
at the 2007 Fund Raising School’s seminars,
sponsored by the CNE
NeiGHBorHood HealtH cliNic
To help fund the board member’s
attendance at the annual conference
of the National Free Clinics
p.l.a.N. oF collier couNty, iNc.
To hire a grant writer and to
attend a conference
paradise coastmeN
BarBersHop cHorus
To purchase CD/DVD publishing
equipment to produce CDs to be
used for training members
parkiNsoN’s associatioN oF
soutHWest Florida
To hire a consultant to help the
board create a comprehensive
strategic fundraising plan
pelicaN players
commuNity tHeatre, iNc.
To purchase a heavy duty cart for
transporting stage equipment from
storage unit to the transport vehicle
rcma
To hire a consultant to provide expert
assistance to staff on database management
rcma immokalee commuNity scHool
To fund attendance at a teacher’s
professional development conference
ricky kiNG FuNd
To purchase a laptop computer
sHelter For aBused WomeN
To send seven people to the conference
presented by the Florida Coalition Against
Domestic Violence
st. mattHeW’s House
Two people to attend Measuring Your
Results & Learning the Logic Model
st. mattHeW’s House
To fund the attendance of three staff members
at the annual Fundraising School seminar
studeNt FarmWorker alliaNce
To purchase a replacement computer
for use in creating print materials and
website maintenance
suNliGHt oF collier couNty, iNc.
To contract web site development
and maintenance service
tHeatreZoNe, iNc.
To hire a consultant to develop
a strategic marketing plan
tHeatreZoNe, iNc.
To hire a consultant to research and
develop a database of major gift donors
uNited arts couNcil
oF collier couNty, iNc.
To hire a consultant to conduct
strategic planning sessions
VoluNteer collier, iNc.
To purchase a HP Compaq Business
computer with wireless connection
and network setup
W.i.N.G.s., iNc./mccord House
To purchase a desktop computer and
software for the office
ymca oF tHe palms
To attend two conferences: one on
fundraising and the other on YMCA
Principles and Practices
DISCRETIONARY GRANTS
Discretionary Grants totaled $2,795 and were awarded to the following agencies:
disaBled police oFFicers
assistaNce FouNdatioN
To support the annual “Say No to Drugs”
campaign
edisoN commuNity colleGe,
collier campus
To provide funding for scholarships to the
“What Women Want to Know” conference
in Feb. 2008
FusioN cHeer aNd daNce
Booster cluB, iNc.
To support a program to build skills of
children with special needs to succeed
at cheerleading
Greater Naples leadersHip, iNc.
To help fund the 2008 Community
Service Fair
Grace place
CAPITAL GRANTS
Annual grants are made for comprehensive capital campaigns whose purposes include the purchase of equipment, building repairs, building
renovation, land acquisition, and new construction.
Capital Grants totaled $60,000 and were awarded to the following agencies:
edeN Florida
To assist in funding the renovation project
of a recently purchased facility that will
serve autistic children in Collier County
empoWermeNt alliaNce oF
soutHWest Florida
To help fund Phase 1 of a project
to construct 60 single family homes
in Immokalee
immokalee NoN-proFit HousiNG, iNc.
To help fund the renovation project of the
Timber Ridge site in order to turn it into an
educational center
marco islaNd ymca
To help fund the renovation of the current
facility and to build on an addition
NeiGHBorHood HealtH cliNic
To help fund the purchase of
hurricane shutters
st. mattHeW’s House
To help fund the purchase of a security
system for the shelter facility
Professional Development Grants
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GRANTS AWARDED
DONOR ADVISED GRANtS
Grants totaling $4,088,000 were awarded from fundholders June 1, 2007 - June 30, 2008
Able Academy, Inc.
Abuse Counseling and Treatment, Inc.
Adopt-A-Native-Elder
Aids Resource Council of
Southwest Florida, Inc.
Alliance to Protect Nantucket Sound, Inc.
Alzheimer’s Support Network
American Bird Conservancy
American Cancer Society
American Enterprise Institute
for Public Policy Research
American Heart Association
American Indian College Fund
American Jewish Committee
American Red Cross
Americares Foundation, Inc.
Angel Flight of New England, Inc.
Art League of Bonita Springs
Asheville Global Report
Association for Frontotemporal
Lobar Degeneration
Association for the Preservation
of Cape Cod
Audubon Society of Collier County
Avow Hospice, Inc.
Baby Basics of Collier County, Inc.
Bay Colony Scholarship Fund
BCCA Scholarship Fund
Beebe Medical Foundation
Benedictine Academy
Bentley College
Berkshire Humane Society
Berkshire Museum
Berkshire Theatre Festival, Inc.
Bethel Assembly of God
Big Brothers Big Sisters of
Southwest Florida, Inc.
Billy Graham Evangelist Association
Bloomington Hospital Foundation, Inc.
Blue Hill Troupe, LTD
Bonita Springs Community
Foundation
Borodino Methodist Church
Boston College
Boy Scouts of America
Boys & Girls Club of Collier County
Brady Urological Institute
Breast Cancer Research Foundation
Brian Bex Report, Inc.
Bridges to Community, Inc.
Brooke’s Legacy Animal Rescue, Inc.
Buckaroo Ball Committee, Inc.
Bucknell University
Burr & Burton Academy
CAFAmerica
Cairo Historical Association
Cairo Public Library
Campus Crusade for Christ
Cancer Alliance of Naples, Inc.
Cape Cod Commercial Hook
Fishermen’s Association, Inc.
Carbonfund.org
Care Club of Collier County
The Carter Center
Casa Juan Diego
Cathedral of St. Patrick
Cathedral of the Assumption
Catholic Charities of Collier County
Catholic Charities of the Roman
Catholic Diosese of Syracuse NY
Catholic Inner City Schools
Education Fund
Catholic Near East
Welfare Association
Catholic Relief Services
Catholic University of America
CATO Institute
Cayuga County
Community College Foundation
CBMC, Act. 4-H
Center for Family Connections, Inc.
Center for Nature Education
Baltimore Woods
Central Asia Institute
Chameleon Theatre Circle
The Chapin School
Child Evangelism Fellowship of
Northumberland Co., Inc.
Childreach
Children of Fallen Soldiers Relief Fund
Children’s Museum of Naples
Children’s National Medical Center
Children’s Specialized Hospital
Foundation
Christ Child Society of Naples
Christ Episcopal Church
Christian Appalachian Project, Inc.
Christian Children’s Fund
Church of St. Daniel
Churches Conservation Trust
Cincinnati Art Museum
Cincinnati Zoo Foundation, Inc.
City of Naples
City of Naples/Community
Services Department
Clean Water Fund
CLL Global Research Foundation
Colby College Charitable Trust
Colgate University
The College of New Jersey
Collier Building Industry
Association Foundation
Collier County Child Advocacy
Council, Inc.
Collier County Coalition
Against Human Trafficking
Collier County Hunger and
Homeless Coalition
Collier County Veterans Council
Collier Health Services, Inc.
Common Cause Education Fund
Community School of Naples
Competitive Enterprise Institute
The Conservancy of
Southwest Florida, Inc.
Conservation Council for Hawaii
Conservation International
Foundation
Cornell Catholic Community
Cottage Home Neighborhood
Association, Inc.
Council for Native
Hawaiian Advancement
Covenant House Florida, Inc.
Crayons to Computers, Inc.
Dana Hall School
David Horowitz Freedom Center
David Lawrence Foundation
Mental Health, Inc.
Deep Democracy
Deerfield Academy
Diocese of Venice in Florida
Disabled Sports USA
Disabled American Veterans
Charitable Service Trust
District School Board of Collier
County
Doctors Without Borders USA, Inc.
Dr. Piper Center for Social Services,
Inc.
Earthjustice
East Coast Assistance Dogs
Eastman School of Music
ECHO, Inc.
Eden Florida
Edison College Foundation, Inc.
Edison Community College
Education Foundation of Collier
County
Emma Willard School
Empire Ranch Foundation
Empowerment Alliance of Southwest
Florida
Environmental Film Festival in the
Nations Capital
Episcopal Diocese of Alabama
Episcopal Relief & Development
Eric Carle Museum of Picture Book
Art, Inc.
ESF College Foundation, Inc.
Ethan Allen Institute
The Evan B. Donaldson Adoption
Institute, Inc.
Farm Aid
Faulkner Hospital
Fellowship of Christian Athletes
Feminist Majority Foundation
Fidelity Charitable Gift Fund
Finger Lakes Land Trust
First Baptist Church of Naples
First Congregational Church
First Presbyterian Church
Fisher House Foundation, Inc.
Floor Covering Industry Foundation
Florida Certified Organic Growers &
Consumers, Inc.
Florida Gulf Coast University
Foundation, Inc.
Florida Gulf Coast University
Florida Veterinary Specialists
Charitable Foundation, Inc.
Florida Wildlife Federation
Focus on the Family
Food for the Poor, Inc.
Foster Care Council of SW Florida,
Inc.
Foundation for Cultural Review, Inc.
Foundation for Early Childhood &
Family Services
Foundation for Historic Christ
Church, Inc.
Foundation for the Developmentally
Disabled
Freestore-Foodbank, Inc.
Friends of Elizabeth Park, Inc.
Friends of the Library of Collier
County, Inc.
Fun Time Early Childhood Academy
The Fund for American Studies
The Fund for Veterans Education
The Garden of Hope & Courage
George School Annual Fund
Georgetown University Law Center
Global Fund for Women, Inc.
Golden Gate Middle School
Golden Rescue In Naples, Inc.
Governor’s Family Literacy Intiative/
Volunteer Florida, Inc.
Grace Place for Children & Families
Grant Foundation dba
Hopital Albert Schweitzer
Granville High School
Greater Naples AAUW
Charitable Foundation
Greater Naples Leadership, Inc.
Greater Naples Little League
Greenwood House Foundation
Guadalupe Center, Inc.
H. Lee Moffitt Cancer Center Foundation
Habitat for Humanity of Collier County
Halcyon Foundation
Hancock Shaker Village, Inc.
Har Sinai Temple
Harry Chapin Food Bank
Health Foundation of Greater
Indianapolis, Inc.
Hearing Speech & Deaf Center
of Greater Cincinnati
Heartland Cares Foundation
Heartland Institute
Hearts Helping Hands, Inc.
Heifer International
Heifer Project International, Inc.
The Hill School
Hodges University
Hodges University Foundation
Holocaust Museum of
Southwest Florida, Inc.
Hood College of Frederick, Maryland
Hope for Haiti
Hope of Southwest Florida, Inc.
Hopkins Nanjing Program Office
Hospice of Palm Beach County, Inc.
Hospice of the Fisher House
Humane Society of Collier County
IHOPE
Immokalee Child Care Center
Immokalee Child Care Center
Foundation, Inc.
Immokalee Church of the Nazarene
Immokalee Friendship House
Indiana Equality, Inc.
Indiana University Foundation
Institute for Humane Studies
Institute on Religion & Public Life
International Federation of
Red Cross Red Crescent
International Fellowship of
Christians & Jews
The International Foundation
International School of Indiana, Inc.
InterVarsity Christian Fellowship-USA
Iraq & Afghanistan Veterans of
America Foundation, Inc.
Jamaica Outreach Program
James Madison Institute for
Public Policy Studies, Inc.
Jerusalem Haitian Community Center
Jewish Family & Children’s Service of
Greater Mercer County
Jewish Federation of Collier County
John Burroughs School
Johns Hopkins University
Junior Achievement of SW Florida
Juvenile Diabetes Foundation
International
Kiwanis Club of Naples
Laces of Love Charitable Foundation, Inc.
Includes gifts of $100 or more received between June 1, 2007 and June 30, 2008
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GRANTS AWARDED
Landgrove Historical Society, Inc.
Leadership Florida Statewide
Community Foundation, Inc.
The League Club, Inc.
Lely Presbyterian Church
Lely Shakespeare Academy
Leukemia & Lymphoma Society
Liberty Youth Ranch
Literacy Volunteers of Collier County
Loomis Village, Inc.
Lorenzo Walker Institute of
Technology
Love Without Boundaries
Mahaiwe Performing Arts Center, Inc.
Maine Heritage Policy Center
Make-A-Wish Foundation of America
Manchester Health Services, Inc.
Manhattan Institute for
Policy Research, Inc.
March of Dimes
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
Media Research Center, Inc.
Medical Benevolence Foundation
Memorial Sloan-Kettering
Cancer Center
Men With Heart
Middleburgh Library Association
Miracles in Action
Moody Radio Network
Moorings Park Foundation, Inc.
Moorings Presbyterian Church
Moorings, Inc.
Mounds Park Academy
Mountain Valley Health Council, Inc.
MS Home-Southwest Florida, Inc.
Muscular Dystrophy Association
Music for Minors Foundation, Inc.
MusiCares Foundation, Inc.
Nantucket Atheneum
Nantucket Boys & Girls Club
Nantucket Conservation Foundation
Nantucket Cottage Hospital
Nantucket Life Saving Museum, Inc.
Naples Alliance for Children
Naples Art Association, Inc.,
von Liebig Art Center
Naples Botanical Garden, Inc.
Naples Community Hospital
Foundation
Naples Community Hospital, Inc.
Naples Concert Band, Inc.
Naples Council on World Affairs
Naples Equestrian Challenge, Inc.
Naples Garden Club, Inc.
Naples High School
Naples Historical Society
Naples Museum of Art
Naples Music Club
Naples Players, Inc.
Naples Touchdown Club, Inc.
Naples United Church of Christ
Naples Yacht Club Blue Gavel
Scholarship Fund, Inc.
Naples Youth Baseball Clubs, Inc.
Naples Zoo
National Association of Scholars
National Audubon Society
National Baseball Hall of Fame
& Museum, Inc.
National D-Day Memorial
Foundation
National Housing Endowment
National Japanese American
Memorial Foundation
National Review Institute
National Society of the Colonial
Dames of America
National Tropical Botanical Garden
Nature Conservancy Central/
Western New York
Nature Conservancy, Inc.
NCH Healthcare Foundation
Neighborhood Health Clinic
New England College of Optometry
Nonviolent Peaceforce
Norman Rockwell Museum at
Stockbridge, Inc.
North Shore Country Day School
Northern Westchester Hospital
Northfield Mount Hermon School
Ohana Makamae, Inc.
Omni Montessori Center
Open Door Society of MA, Inc.
Opera Naples, Inc.
Oratorio Society of Minnesota
Oregon Ballet Theatre
Our Lady of Perpetual Help
Outward Bound, Inc.
Pace Center for Girls
Park McCullough House
Association, Inc.
Parkinson’s Association of SW FL
The Paul P. Carbone UW
Comprehensive Cancer Center
The Paulist Fathers
Philadelphia Society
Philharmonic Center For The Arts, Inc.
Planned Parenthood Federation
of America, Inc.
Planned Parenthood of Collier County
The Prentice School
Preservation Trust of Vermont
Primary Care Coalition of
Montgomery County MD, Inc.
Professional Givers Anonymous of
Collier County, Inc.
Project Angel Heart
Project Help, Inc.
Providence House, Inc.
Purdue Foundation
Purdue University
RCMA
Rebuilding Together, Inc.
The Redhouse
Remnant Trust, Inc.
Reynolda House of Museum
of American Art
Rhode Island Council of Community
Mental Health Organizations
Ricky King Fund
Rockefeller Philanthropy Advisors
Rockefeller Philanthropy Associates
Rotary Club of Bonita Springs Noon
The Rotary Club of Naples
The Rotary Club of Naples
Charitable Foundation
Royal Oak Foundation, Inc.
Rutgers University Foundation
Rutland Area Visiting Nurse
Association, Inc.
Saint Joseph Social Service Center
Salem Washington Academy
Salt of the Earth
Salute America’s Heroes
Salvation Army
Sankaty Head Foundation, Inc.
Santa Fe Opera
Santa Fe YMCA-Santa Fe Golf Classic
Sarah Lawrence College
Save the Bay
Save the Children Federation, Inc.
Jimmy Schneeberger Memorial
Scholarship Fund
Schoharie County Historical Society
Sconset Trust, Inc.
Seacrest Country Day School
Senior Friendship Centers, Inc.
Second Harvest Heartland
Sexual Violence Center
Shadowlawn Elementary School
Shelter for Abused Women
Shorewood Bible Church
Sierra Club Foundation
Sightline Institute
Sisterhood of Temple Shalom
Sisters of the Humility of Mary
Skaneateles Historical Society
Skaneateles Recreational
Charitable Trust
SKB Fund of The Greater Milwaukee
Foundation, Inc.
Smith College
South Londonderry Library
Association
Southeast Neighborhood
Development, Inc.
Southern Vermont Arts Center
Southwest Florida Community
Foundation
Southwest Vermont Healthcare
Foundation
Special Operations Warrior
Foundation
Square One
St. Andrew’s Preschool
St. Ann School Foundation, Inc.
St. Barnabas Medical Center
Foundation
St. Bernadette Catholic Church
St. Christopher’s Episcopal Church
St. John Neumann High School
St. Jude Children’s Research Hospital
St. Leo Catholic Church
St. Matthew’s House
St. Vincent de Paul Society, Inc.
State Policy Network
Steinway Piano Society of
Southwest Florida
Step by Step Early Childhood
& Therapy Center
Sunderland Center for
Positive Change, Inc.
Sunlight of Collier County, Inc.
Sunrise Community of
Collier County, Inc.
Sunvalley Summer Symphony, Inc.
The Susan G. Komen Breast Cancer
Foundation, Inc.
Susan Odell Taylor School
for Children
SW Florida Council Boy Scouts
of America
Taft Museum of Art
Telluride Lodge No. 692
Temple Shalom
Tesseract School of Eagan
Bruce Thalheimer Charitable Fund
Theatre De La Jeune Lune
Thomas Irvine Dodge Nature Center
Tides Center
Tilton Library
Timken Museum of Art
Tipitina’s Foundation, Inc.
Todd’s Fund
The Tree House Child Assessment
Center of Montgomery County MD
Tree of Life Church
Trenton Area Soup Kitchen
Trinity-by-the-Cove
Episcopal Church
Tripp Memorial Foundation, Inc.
UNICEF
Unitarian Church of All Souls
United Arts Council of
Collier County, Inc.
United Way of Collier County
University of Evansville
University of Colorado Foundation
University of Florida
University of Massachusetts at
Amherst Alumni Associaton, Inc.
University of South Dakota
Foundation
University of the South
University of Virginia
Upward Bound of Unity, Inc.
USO World Headquarters
Vassar College
Vienna Presbyterian Church
Village Oaks Elementary
Voices For Kids of Southwest Florida
Watson Family Fund
WCNY
Wellesley College
WGCU Public Media
WGCU-TV
Wheaton College Annual
Scholarship Fund
Whitaker Center for Science
and the Arts
Wilde Irish Women Repertory
Company
Winners Walk Tall
Women for Women International
The Woodrow Wilson Presidential
Library Foundation
The Woods Hole Research Center
Woodstock Historical Foundation, Inc.
World Vision International
Wyoming Seminary
Yale University Alumni Fund
Yampa Valley Land Trust, Inc.
YMCA of the Palms
Youth Haven
Zoeller Ministries, Inc.
Zonta International Foundation
Includes gifts of $100 or more received between June 1, 2007 and June 30, 2008
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Investing in a
better tomorrow.
BNY Mellon Wealth Management is proud to support
the community and those who strive to make it
a better place, now and in the future.
We are honored to support the
Community Foundation of Collier County.
Investment Management • Wealth & Estate Planning
Private Banking • Family Office Services
©2009 The Bank of New York Mellon Corporation.
09-306.indd 1
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PROFESSIONAL ADVISORS COUNCIL
The Foundation benefits from many volunteers who serve on the Professional Advisors
Council (PAC), providing 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 understand the
benefits they can provide their clients through the Community Foundation. Members of the
PAC also serve as resources for the Foundation when legal, accounting or financial questions
arise. Many member also offer their time by writing articles for the Foundation and presenting
educational seminars to potential donors regarding the benefits of charitable giving.
Mr. Christopher P. Bray - Chair
Willow Street Advisors, LLC
Mr. Dan E. Baer
Hill, Barth & King, LLC
Mr. Steven T. Benson
Palm Coast Financial Group
Ms. Lori Beshears
Harris Private Bank
Mr. Todd L. Bradley
Cummings & Lockwood, LLC
Ms. Dorothy M. Breen
Goodman Breen & Gibbs
Ms. Penny Briant
LarsonAllen, LLP
Mr. Dennis C. Brown
Bond, Schoeneck & King, P.A.
Mr. William M. Burke
Goodlette, Coleman, Johnson,
Yovanovich & Koester, P.A.
Mr. Joseph J. Cardinal
Northern Trust, N.A.
Ms. Cynthia Carlson
Cox & Nici Attorneys at Law
Mr. Kevin Carmichael
Quarles & Brady, LLP
Ms. Kim Ciccarelli Kantor
Ciccarelli Advisory Services, Inc.
Mr. Ronald B. Ciesla
U.S. Trust, Bank of America Private
Wealth Management
Ms. Heidi Colgate-Tamblyn
SunTrust Bank of Southwest Florida
Mr. Joe B. Cox
Cox & Nici Attorneys at Law
Mr. Paul W. Dresselhaus
BNY Mellon Wealth Management
Mr. Jeffrey R. Erickson
Lowry Hill Private Wealth Management
Mrs. Linda C. Flewelling
Northern Trust
Mr. Brad Galbraith
Galbraith & Associates
g
es
Ms. Kerry Geroy
National City Private Client Group
Mr. Brad A. Havemeier
Gulfshore insurance, Inc.
Mr. Gregory T. Holtz
USBank Private Client Group
Mr. Howard M. Hujsa
Cummings & Lockwood, LLC
Mr. Howard L. Isaacson
Merrill-Lynch
Mr. Blake W. Kirkpatrick
Salvatori & Wood
Mr. Andrew J. Krause
Hahn Loeser & Parks, LLP
Mr. William D. Lange
Regions Morgan Keegan Trust
Mr. Lester B. Law
U.S. Trust, Bank of America
Private Wealth Management
Mr. Laird A. Lile
Laird A. Lile, P.A.
Ms. Jeanette M. Lombardi
Hahn Loeser & Parks, LLP
Ms. Martha Marland
Northern Trust Bank
Mr. Matthew Mathias
National City Private Client Group
Mr. Brian V. McAvoy
Harter Secrest & Emery, LLP
Mr. Justin J. McLaughlin
Wachovia Securities, LLC
Ms. Lisa K. Merritt
JPMorgan Private Bank
Mr. William H. Myers
Porter Wright Morris & Arthur, LLP
Mr. Jerry F. Nichols
Northwestern Mutual
Mr. William M. Pearson
Grant, Fridkin, Pearson, Athan & Crown
Mr. Michael Petramalo
Morgan Stanley
Mr. Bradley G. Rigor
Quarles & Brady, LLP
Ms. Deborah L. Russell
Cummings & Lockwood, LLC
Ms. Amy Schneider Owen
U.S. Trust, Bank of America
Private Wealth Management
Mr. Michael J. Schroeder
Wasmer, Schroeder & Company, Inc.
Mr. William R. Slepcevich
Slepcevich Financial Group
Mr. Martin de St. Pierre
U.S. Trust, Bank of America
Private Wealth Management
Mr. Robert J. Stommel
Porter Wright Morris & Arthur, LLP
Mr. Curt Todd
U.S. Trust, Bank of America
Private Wealth Management
Mr. Bradley D. Towle
JPMorgan Private Client Services
Ms. Sharon R. Treiser
BNY Mellon Wealth Management
Ms. Ellen C. Vanderburg
Key Private Bank
Ms. Gail S. Webster
Huntington National Bank Private Financial Group
Mr. Carl E. Westman
GrayRobinson, P.A.
Mr. George A. Wilson
Cheffy Passidomo Wilson & Johnson, LLP
Mrs. Jennifer L. Wisnar
Regions Morgan Keegan Trust
Mr. Ed Wollman
Wollman, Gehrke & Solomon, PA
Mr. Joseph D. Zaks
Roetzel & Andress, LPA
Ms. Marianne Zuk
Collier Family Office, Inc.
PHOTO: Mr. Christopher P. Bray - Chair
m
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LEGACY SOCIETY
MEMBERS OF THE ALBRECHT LEGACy SOCIETy
In memory of Betty
and Heine Albrecht.
Loyal supporters of the
Community Foundation
since its beginning, and
Founders of the Albrecht
Legacy Society
The Albrecht Legacy Society recognizes individuals who plan on including the Community Foundation in their
estate plans. A simple addition to a person’s estate plan can launch a powerful legacy. By designating a specific dollar
amount, percentage, or residual of one’s estate as a charitable bequest to the Community Foundation, estate taxes
may be reduced.
Theresa M. Anderson Fund
William D. Anderson Fund
John B. Armentrout Memorial Fund
Frances D. Armentrout Fund
The Mindy and 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
Ansel M. Chandler Fund
Paul F. & Edith B. Cooper Fund
Loma Crawford 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
Nally E.D. duBois Fund
David B. & Katherine O. Dupee Fund
Richard G. Ford Charitable Gift Annuity
Harry N. Forman Scholarship Endowment
William & Carolyn French Fund
The Garcia Family Fund
Diane R. & Edmond A.B. Gareshe, III
Family Fund
Jay & Lee Gates Fund
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Jim & Nancy Gibson Animal Welfare Fund
George P. & Christine Ginos
Memorial Fund
Margaret B. Griffith Fund
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
Bonnie R. & Edward J. Kant Family Fund
Karpas Family Fund
William J. & Nancy Biggs Kieckhefer Fund
Dennis Kilcoyne & Dietrich E. Zimmerman
Charitable Fund
Gordon T. Kinder Fund
Bertram E. & Eva P. Kohinke Fund
G. Edna Krentz Fund
W. Dain Kuhns & Elizabeth H. Kuhns 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
Terry Olson 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
Alice Dorethy Ross Fund
Holland T. & Mary Jeanne Salley Fund
Jane G. Shaeffer Fund
Merrill H. Shaeffer Fund
Joan C. & Peter H. Shipman Fund
Jefferson A. Simpson Fund
Mr. & Mrs. Russell Sineni CGA Fund
Thomas & Elizabeth Sully Fund
Jack & Virginia Thompson Fund
Dr. Donald & Carmilla Ullrich Family Fund
Barbara & Gilbert Veconi Fund
Albert E. Walkoe, Sr. Memorial Fund
Milton & Miriam Wolfson Fund
www.cfcollier.org
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Bond - a: An interest-bearing certificate of public or private indebtedness b: Wasmer, Schroeder & Company, Inc.
Naples is home to many of the wealthiest families in America, which we are proud to serve.
Wasmer, Schroeder & Company, Inc. has also been the choice of institutional investors, top wealth
managers and family offices around the country.
I n ve s t m e n t
Ad v is o rs
600 5th Avenue South, Suite 210, Naples, Florida 34102
T 239.263.6877 F 239.263.8146
WasmerSchroeder.com
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cfcollier.org
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