Report to the Community 2013-2014

COMMUNITY FOUNDATION OF COLLIER COUNTY

COLLABORATE

E EN NV CO

ECT N N CO

REPORT TO THE COMMUNITY 2013–2014 For good. Forever.

WE CONVENE. WE COLLABORATE. WE CONNECT.

What is the Community Foundation of Collier County and what does it do?

Depending on your relationship with us, your definition may vary. Formally, we are a tax-exempt, public, charitable fund, established in 1985 to increase and focus private philanthropy in Collier County.

As a practical matter? For donors, we are a charitable giving program and philanthropic partner. For nonprofits, we are a funder and supporter. For community leaders and other institutions, we are a collaborator, convener, catalyst, and efficient pipeline to address community issues.

We invite you to join the conversation about what and who we are. Find out more about us by reading this annual report, or visit with us. You may discover a whole new way to connect with your community and join in the work we do to improve and strengthen this place we call home‌for good and forever.

COMMUNITY FOUNDATION OF COLLIER COUNTY

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TABLE OF CONTENTS

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Letter from the President/CEO and Board of Trustees Chair ����������������������������������������������������������������������������������������������������� 4 2013-2014 Board of Trustees ��������������������������������������������������������������������������������������������������������������������������������������������������������������������5 In Memoriam: Donald T. Franke ���������������������������������������������������������������������������������������������������������������������������������������������������������������5 What is a Community Foundation? �������������������������������������������������������������������������������������������������������������������������������������������������� 6-7 2013-2014 Accomplishments ��������������������������������������������������������������������������������������������������������������������������������������������������������������� 8-9 Those Who Give…

Making a Difference in the Place They Call Home ����������������������������������������������������������������������������������������������������������������� 10-11 Philanthropy—The Second Act �����������������������������������������������������������������������������������������������������������������������������������������������������12-13 The Value of Collaboration Together We Can Do So Much �����������������������������������������������������������������������������������������������������������������������������������������������������������14 Community Service: Rotary Builds its Legacy ���������������������������������������������������������������������������������������������������������������������������� 15 Types of Funds ����������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������16-17 Types of Gifts ������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������ 18-19 The Impact of Grantmaking Building Our Economy and Our Environment One Reef at a Time ������������������������������������������������������������������������������ 20-21 And the Winner is… �������������������������������������������������������������������������������������������������������������������������������������������������������������������������22-23 Minds that Matter ���������������������������������������������������������������������������������������������������������������������������������������������������������������������������� 24-25 Scholarships—What a Year for Dream Making! ������������������������������������������������������������������������������������������������������������������������������26 Women’s Initiative Network—Empowering. Investing. Inspiring. �������������������������������������������������������������������������������������������� 27 The Power of Partnership—Why Professional Advisors Connect with Us �������������������������������������������������������������������� 28-29 Financial Highlights ���������������������������������������������������������������������������������������������������������������������������������������������������������������������������� 30-32 2014 Funds �������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������� 33-35 2013-2014 Contributors ��������������������������������������������������������������������������������������������������������������������������������������������������������������������� 36-41 The Albrecht Legacy Society ����������������������������������������������������������������������������������������������������������������������������������������������������������������39 2013-2014 Grants ��������������������������������������������������������������������������������������������������������������������������������������������������������������������������������42-45 2014 Corporate Partners ������������������������������������������������������������������������������������������������������������������������������������������������������������������46-49 2013-2014 Committees ����������������������������������������������������������������������������������������������������������������������������������������������������������������������������50 Community Foundation Staff ����������������������������������������������������������������������������������������������������������������������������������������������������������������� 51 Special Thanks ��������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������������� 51

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2013–2014 ANNUAL REPORT

FOR GOOD. FOREVER.

It’s been a spectacular year of dramatic growth for the Community Foundation.

Today, we have 508 funds totaling more than $77 million in assets.

Ten years ago, we were giving out roughly $1.8 million a year in grants; in 2013-2014, we distributed nearly $1.3 million in December alone!

Growth in assets; growth in grants; growth in service; growth in impact: these have been the cornerstones of our work in the past year. And, this work has been fueled by a spirit of collaboration with donors, nonprofit colleagues, and key community players. (See pages 8-9 for a list of our specific accomplishments in 2013-2014.)

On many fronts, the Community Foundation has moved from grantmaker to agenda-setter—assessing the vital needs of Collier County residents, educating existing and potential donors about those needs and the nonprofits that are meeting them most effectively and supporting those nonprofits through a grantmaking process that values access and opportunity for all.

Our Foundation’s leadership exhibits a collaborative style that has helped a number of organizations in our community through challenging times and unchartered waters. After a 2013 Labor Day Fire ravaged the Greater Naples YMCA, the Community Foundation moved quickly to establish a fund and to arrange a significant matching support from the Richard M. Schulze Family Foundation to start the rebuilding of this community staple. And, we have also been part of exciting new initiatives like the Artificial Reef Project Fund, providing the administrative and financial stewardship services that we do so well and working collaboratively with a variety of organizations and donors to make a positive impact on our local environment and our economy. (Read more about these projects in the Annual Report.)

Our mission is to improve the quality of life in Collier County by connecting donors to community needs and providing leadership on critical community issues…for good and forever.

We believe that our work contributes to the development of a far more caring and sophisticated philanthropic community. As we move forward, the Community Foundation will continue to convene, collaborate and connect…and be Collier County’s go-to partner in philanthropy.

Eileen Connolly-Keesler President/CEO

COMMUNITY FOUNDATION OF COLLIER COUNTY

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Dennis C. Brown Chair, Board of Trustees

2013-2014 BOARD OF TRUSTEES

Top Row: Thomas D. McCann (Past Chair), Dennis C. Brown (Chair-Elect), Eileen Connolly-Keesler (President/CEO) and Alan M. Horton (Board Chair). Fourth Row: Brian V. McAvoy, T. Robert Bulloch and J. Richard Munro. Third Row: Christine R. Flynn, Suzanne Lount, John F. Sorey, III and John J. Morgan, Jr. Second Row: Patricia A. Jilk, Deborah L. Russell, Kim Ciccarelli Kantor and Mary Lynn Myers. Bottom Row: Mario M. Valle, Jennifer B. Walker, Kathleen L. Kircher and William D. Lange.

Trustees Not Pictured: Paul W. Dresselhaus, John D. Fumagalli, Mana A. Holtz and Harold L. Zink.

Donald T. Franke 1921-2013

In the late 1970s, Donald T. Franke moved to Naples with his wife, Helen, and their children where, after retiring from a successful career in Minnesota as a judge and state legislator, he returned to practicing law…for the next 25 years.

Don Franke was the consummate giver and, throughout his life, made a commitment to a host of community organizations. In 1983, he incorporated the Naples Area Foundation and, then, teaming with Bill Oberhelman, acquired nonprofit status for the Foundation in 1985. (To put that into context: in 1985, Ronald Reagan was sworn in for a second term and the song We Are the World topped the charts.) Our name was changed to the Community Foundation of Collier County, and in just six months, Don Franke and his board had built an endowment of $300,000 to be, as Don described it, “a constant—and growing—source of funds for special community needs.”

For the next 28 years, Don Franke worked tirelessly to build the Community Foundation of Collier County into the prominent and trusted organization that it is today. He gave freely of his financial resources, his time, his ideas, his good humor and his boundless energy. He is our inspiration.

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2013–2014 ANNUAL REPORT

FOR GOOD. FOREVER.

Our objective is to facilitate charitable giving. ✓ SERVICE AND KNOWLEDGE We offer services and benefits to our donors. We also offer insight into community needs and the agencies that can most effectively address them. We oversee grantmaking to ensure that each grant achieves its intended effect. ✓ SIMPLICITY We offer an easy and effective way to support the groups and issues you care about through a gift to a single organization. ✓ TAX AND FINANCIAL BENEFITS Gifts to the Community Foundation receive the maximum tax advantages for income, gift and estate tax purposes. We maximize charitable assets by offering lower expenses and fewer administrative burdens than private foundations. ✓ CHOICE We can receive many kinds of gifts, including unique assets such as gifts of real estate and collectibles.

Our staff can help you and your financial advisor develop a gift plan to meet both your personal financial needs and all of your charitable intentions, now and in the future. ✓ LEADERSHIP We adhere to the highest standards of professional excellence. We are in compliance with the Council on Foundations National Standards for operational quality, donor service and accountability in the community foundation sector.

COMMUNITY FOUNDATION OF COLLIER COUNTY

WHAT IS A COMMUNITY FOUNDATION? • We are a collection of charitable funds established by individuals, families, businesses and organizations to help meet local challenges and improve the quality of life in Collier County.

• We receive charitable gifts, work with families, individuals, attorneys and estate and financial planners to devise plans that fit every economic situation, ensuring that donors’ charitable contributions are used to the fullest extent and for maximum benefit.

• We place those gifts into funds, manage the assets of those funds for growth and make grants from those funds.

• We offer several types of funds to help donors achieve their charitable goals while also meeting community needs.

• In addition to making grants to agencies and special projects in our community, we identify needs, stimulate resources to address those needs and help Collier County prepare for the future.

• Our volunteer board and nine-person staff are committed to understanding donor needs, representing their charitable interests, expertly handling complex gifts, wisely managing charitable funds and leveraging a wealth of community knowledge to increase charitable impact.

• We serve as a hub for collaboration between philanthropists, nonprofits and other funding organizations across the community.

• We are conveners, collaborators and connectors.

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✓ OBJECTIVITY The Community Foundation distributes charitable dollars to nonprofits in our county; we are not the end-user. Unrestricted funds are used to support the community’s most important needs and opportunities, while other funds established by donors are designated to benefit our donors’ favorite causes. ✓ STEWARDSHIP When donors establish permanent endowments with us, we make sure that, if a nonprofit organization’s mission changes significantly, funds are reallocated according to the donor’s original intent. ✓ PERMANENCE The Community Foundation was established in 1985 with an endowment of $300,000 and has experienced substantial growth.

With an endowment, assets are invested to generate an ongoing source of income year after year, and your legacy will last forever.

2013–2014 ANNUAL REPORT

FOR GOOD. FOREVER.

“The secret to getting things done is to act.”

– Dante Alighieri Growth in assets; growth in grants; growth in service; growth in impact: these have been the cornerstones of our work in the past year—all fueled by a spirit of collaboration with donors, nonprofit colleagues and key community players. Here are our specific accomplishments for 2013-2014.

There’s more to come. We will continue to be a hub—an energy center—for philanthropy in Collier County.

We will continue to work with families, companies, nonprofits and other funding organizations to strengthen the community through strategic grantmaking.

Acknowledge

Award

$7.1 million in grants to charitable organizations, touching thousands of lives in Collier County

nearly $533,000 in scholarships, helping hundreds of Collier County students pursue their college dreams

record-breaking donor gifts in the amount of $12.8 million

Establish

Inform

Conduct

the Center for Nonprofit Excellence at Hodges University with a grant for $150,000

audiences at 60 organizations about charitable giving’s hot-button issues: tax reform; transfer of wealth; building a family legacy through planned giving; the importance of endowments

dozens of site visits with local nonprofit agencies

Receive

We will continue to serve donor needs, handling complex gifts, wisely managing charitable funds and leveraging our knowledge of the community to increase charitable impact.

We will continue to educate our donors and the community at large, to keep our fingers on the pulse of community needs and share that knowledge.

We will continue to connect those who give with those who need.

COMMUNITY FOUNDATION OF COLLIER COUNTY

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Create

Launch

30 nonprofit agencies in establishing endowment funds by providing a $5,000 match at the outset

the creation of 60 new funds

Donor Services department to educate donors about charitable giving and showcase community needs to those donors and our other partners

Make

Acknowledge

Collaborate

Restructure

Help

grants from the Women’s Initiative Network’s Endowment Fund to organizations serving at-risk women and girls

area philanthropists at annual Celebration of Philanthropy event

with professional advisors to develop new useful resource materials and continuing education programs

our website and other communication tools, including collateral materials, social media content and advertising

rebuild the YMCA by making an immediate grant for fundraising support and disaster relief, and connecting a major donor with the YMCA to match donations up to $1.5 million

Assist

Facilitate

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Begin

our Nonprofit Directory, the only searchable database that offers in-depth, frequently updated information about local nonprofits

the update of our Vital Signs report, partnering with the Johnson School of Business at Hodges University

THOSE WHO GIVE…

MAKING A DIFFERENCE IN THE PLACE THEY CALL HOME

The Flynns have established a donor advised fund at the Community Foundation.

COMMUNITY FOUNDATION OF COLLIER COUNTY

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The Flynns have given millions of dollars in financial support and thousands of hours in volunteer time to a host of nonprofit organizations in our region. Both have held board and/or officer positions with a variety of nonprofit organizations including Boys and Girls Club of Collier County, NCH Healthcare System Foundation, Greater Naples Leadership and the Community Foundation of Collier County. Over the years, both have been recognized by many organizations for their dedication; they were honored by Hodges University with the Humanitarian of the Year Award in 2009.

Terry is a gregarious man to whom a lot of other adjectives could be ascribed—charming, compassionate, articulate and above all, active.

Christine is his gracious and thoughtful partner whose kindness and affection shows in everything she does for the community and for her family.

Neither Terry nor Christine have slowed down one bit since their retirement and their shared involvement in the community is characterized by a compassionate nature, strong faith, boundless energy and good humor, a profound understanding of the needs of the people they serve and a sincere desire to share their good fortune with others.

The roster of organizations that they serve is impressive. Both Christine and Terry’s participation is sought after by community leaders because of the thoughtful and informed contributions they always bring to the table; both are exemplary at assessing a problem in the context of the larger issues that must be addressed before that single problem can be solved. And, neither shirk from tackling those larger issues with gusto. “Christine and I believe that charitable organizations can change society.

Without them, life would not be as good here.

Everyone benefits directly or indirectly. And we feel thankful being able to say that we can make the community we live in a better place.”

The Flynn’s professional approach to

community service is borne from a life of selfstarting and hard work in the corporate and academic arenas—effort that led to a significant personal success that they share willingly with others. And, as they will tell you, this spirit of giving was ignited in their childhoods by family members who gave selflessly—even when they themselves were in need. One of Christine’s earliest memories of philanthropy came from watching her grandmother sit at the kitchen table writing a check to “someone who needed help.” Christine knew that her grandmother did not have extra resources and that her giving might mean her doing without but, clearly, this was a woman who put others before herself. That was an early inspiration for Christine in many ways.

The importance of understanding need is evident in a story that Terry tells about encountering a homeless man on a city street.

Rather than pressing a few dollars into his hand and moving on, Terry took the man to a nearby restaurant, talked with him about his situation, and bought his meal. The Flynn’s son, who was with his father and a young boy at the time, asked why Terry had taken that extra step; Terry explained the importance of looking beyond the surface, of finding out about the human being behind the need. That philosophy is a hallmark of the Flynn’s charitable giving to this day.

Colleagues describe the Flynns as the standard for excellence in philanthropy. Their creation of a donor advised fund with the Community Foundation has allowed them to effectively and efficiently offer significant financial support and hands-on leadership to a number of organizations that provide human services support, opportunities for young people and protections for at-risk women and girls. “The work that we do through the Foundation allows us to have a broader and more effective reach,” they explained.

“Christine and Terry Flynn are an example of what we all want to be—smart, giving, kind and respected for the positive impact that we have had on our world.”

– Eileen Connolly-Keesler President/CEO, Community Foundation

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2013–2014 ANNUAL REPORT

THOSE WHO GIVE…

PHILANTHROPY—THE SECOND ACT In 1868, H.K. Webster founded a small feed grain operation in Lawrence, Massachusetts. A century later, under the leadership of his great-grandsons, Dean and King Webster, Blue Seal Feeds achieved its zenith.

It was a full-time job. And, as noted by one of our Essex County Community Foundation colleagues in an article about the Webster family: “When the cousins decided to sell the business built by generations of ancestors, they gained prosperity and freedom; they also lost a large part of their identity.”

King recalls that he retired one afternoon and woke up the following morning not knowing exactly what to do next. He realized that he would have to find a new focus for what had always been a very productive life. Weeks later, he learned about a man who helped underprivileged children by providing them with opportunities they would not have had otherwise.

Within days, King began crafting a program in Lawrence that shared the goals and methods of the national I Have A Dream project and, over a decade, fostered the spectacular success of that program by helping his Dreamers with everything from reading and computer literacy to arts and crafts, sports, homework assistance, field trips and mountain climbing.

When King and his wife, Dee, shifted their home to Naples, they applied all that they had learned from the Lawrence experience and, once again, chose to work in depth with specific schools—Manatee Elementary School and Manatee Middle School. The Manatee schools serve a population of children whose families live at or below the poverty level. English is not the first language in most of these students’ homes. What other children might take for granted—an evening meal, school clothes, a place to study, Internet access, transportation to and from school activities—are not a given for Manatee students.

At Manatee Elementary School, working with veteran principal, Wendy Borowski, and Program Director, Pat Sanford, King has provided everything needed to build and maintain a comprehensive and academically-focused after-school program for third, fourth and fifth graders. At Manatee Middle School, working with school leadership and the Boys & Girls

Club of Collier County, King has helped create an after-school model with a curriculum designed for older students. (“We have a debate club!” he noted.)

Steve Filosa, a friend of the Webster family, says: “King approaches his philanthropy like the trained engineer that he is. He checks things out for himself.

He kicks the tires through regular site visits and in-depth conversations with those involved. King asks hard questions, but always with a view toward improving the organization.”

At the Manatee schools, King has absolutely kicked the tires and still does! With the resources from his donor advised fund at the Community Foundation, coupled with his time and attention and his effective partnership with school leadership, he has created a model after-school program—and he hasn’t left anything out. His donor advised fund supports faculty and director compensation; the cost of curriculum materials and supplies and after-school snacks; the activities of and access to Camp Manatee on selected Saturdays; FCAT preparation activities and materials; insurance and other administrative fees; and, a host of incidental costs.

And, what’s more, by creating the donor advised fund at the Community Foundation, King is ensuring that the Manatee programs will live on as the Webster’s legacy.

Most of all, King has shown everyone at Manatee that someone cares about them—from start to finish. He takes great joy in visiting the students at day’s end, experiencing first-hand all that they have accomplished and seeing the delight on their faces.

His motto: the fun is in the finish!

King Webster knows that good philanthropy is hard work, and he is as strategic in his approach to charitable giving as he was in building a successful feed business; it’s one of the reasons that he chose the Community Foundation and the donor advised-fund structure for his charitable giving. But he reminds us that true giving is not so much about money as it is about character, commitment, ability and experience.

“Money is just one resource. Everybody has their experiences and talents to contribute, as well. These things count, too.”

The Websters have established a donor advised fund/field-of-interest fund at the Community Foundation.

COMMUNITY FOUNDATION OF COLLIER COUNTY

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King’s philosophy: “The most important resources you have are your mind, your training, and your character. That is what is going to get you through.

With those resources you will do very well.”

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2013–2014 ANNUAL REPORT

THE VALUE OF COLLABORATION

TOGETHER WE CAN DO SO MUCH… When lightning struck the roof in September 2013, it started a fire that heavily damaged the Greater Naples YMCA—the “Y”—an important community asset.

Immediately and as a first step, the Community Foundation of Collier County provided a $25,000 grant to the “Y” to hire a capital campaign director, and then created the Foundation’s Disaster Relief Fund on behalf of the “Y” to make it easy for the Foundation’s existing donors and the community-at-large to make donations to the fund.

After that, the fundraising efforts were anything but typical. “There was no time to plan for it. The Board of the YMCA had not signed up for this,” said John C. Riley, CEO of Naples-based Riley Philanthropy in an article in the Naples Daily News. Mr. Riley, who has worked closely with the “Y” on its campaign over the past 12 months, was the capital campaign director brought to the project by a grant from the Community Foundation.

Next, the Community Foundation, whose mission is to bring nonprofits and philanthropists together to meet community needs, introduced the “Y” and promoted its rebuilding project to one of the Foundation’s significant donors, the Richard M. Schulze Family Foundation, started

by Southwest Florida resident and Best Buy founder, Dick Schulze. The Schulze Family Foundation is based in the Schulze’s home state of Minnesota, where it’s known for supporting education programs, youth development and medical services; now that the Schulzes are Florida residents, they wanted to get involved in helping their new community as well.

“The Community Foundation is here to connect donors with nonprofits,” Foundation President and CEO Eileen Connolly-Keesler explains. “Our success in connecting the Schulze family to the “Y” is a perfect example of our

mission in action.”

In February 2014, thanks to the collaboration fostered by the Community Foundation and Dick Schulze, the “Y” announced a $1.5 million challenge pledge from the Schulze Family Foundation. To get the entire pledge, the “Y” had to secure at least $1.5 million from other donors by year’s end.

As a result of the work of the Community Foundation and the generosity of so many charitable givers, the Greater Naples YMCA has raised $4.8 million in private donations.

The Schulze Family Foundation challenge has been met with six-figure donations from Naples-based medical device manufacturer, Arthrex, and the Ray Foundation of Naples, founded by businessman and philanthropist James C. Ray, president of the Aerospace Capital Group…plus a host of anonymous donors and piggy-bank donors from all over the region.

What’s next? To pay for what’s under construction now, the “Y” still needs to raise another $1.5 million so that it can finish the project with no new debt.

“We’ve got to stay disciplined, raise the funds and complete the project on time,” said Paul Thein, CEO of the Greater Naples YMCA. “Our YMCA is about serving the community and taking on debt doesn’t advance our ability to serve our mission.”

“When people ask us what we do at the Community Foundation, we describe it this way: We convene, we collaborate and we connect.

That is exactly what we accomplished at the Greater Naples YMCA.” – Eileen Connolly-Keesler President/CEO, Community Foundation

The Greater Naples YMCA has established an agency endowment fund at the Community Foundation.

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COMMUNITY SERVICE: ROTARY BUILDS ITS LEGACY The Rotary Club of Naples—like its counterparts around the world—is a place where professionals share a commitment to the kind of community service that creates positive, lasting change in our communities.

Being a Rotarian also means exhibiting responsible leadership—not just doing good work, but also making the most out of every dollar received by participating in thoughtful giving to the community. That is why The Rotary Club of Naples choose the Community Foundation as a place where they could create and build their endowment fund—The Rotary Club of Naples Charitable Foundation—and their legacy. A portion of available earnings from that fund can be spent annually to benefit local Rotary programs like Collier Harvest and Meals of Hope (The Rotary Club of Naples project that has already fed almost 9 million people!)

“Our membership does its due diligence. For us, it is very important to support organizations that are having the most significant community impact,” explains this year’s Rotary of Naples president, Rich Ahrens. The Fund can also provide support for one of Rotary International’s most important goals: to eradicate polio. Of course, The Rotary Club of Naples also hosts one of the area’s most enjoyable fall events, The Grape Escape—The Naples Food & Wine Festival on Fifth Avenue South.

The Rotary Club of Naples has also placed its scholarship fund with the Community Foundation of Collier County. “We have refreshed the goals and criteria for our scholarship fund,” explains Rotary President, Rich Ahrens. “It is important that we focus on the kids in the middle, the young people who exhibit skills and abilities and interest in their community. They might benefit from going to college—or from other types of post-high school education.” The Rotary has develop a good relationship with school district leaders and guidance professionals to identify students who might not go experience that dream without the Rotary’s assistance. Ahrens added, “We want our scholarships to make a life change—for the recipients and their families.”

By placing these two funds at the Community Foundation, The Rotary Club of Naples can accomplish its charitable goals while benefiting from the strategy and

“Our organization has a vision and it is to make a positive impact on our community now and forever.”

– Rich Ahrens, The Rotary Club of Naples President

structure that the Community Foundation provides. Eileen Connolly-Keesler adds: “Rotary’s commitment to service is very similar to our own. Rotary transforms its member’s charitable gifts into projects that change lives close to home; so do we. At the same time, The Rotary Club of Naples is taking advantage of our strong financial oversight and investment success to make the most of its members’ contributions.”

The Rotary Club of Naples has established an endowment fund and a scholarship fund at the Community Foundation.

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2013–2014 ANNUAL REPORT

FUNDS

TYPES OF FUNDS What type of fund is right for you?

We can help you find the right fund for your charitable goals.

You choose scholarship criteria.

You make grant decisions.

Designated Fund

Scholarship Fund

OR Community Foundation makes the grant decisions.

Field-ofInterest Fund

DONOR ADVISED FUND This is a simple, powerful, personal approach to giving. After establishing your fund, you can manage your fund online through our password-protected DonorCentral portal. Our professional staff can help you identify short- and long-term goals, targeting the issues you care about most. Grants are issued to nonprofits in the name of the fund (or anonymously). Consider establishing a donor advised fund rather than a private foundation.

UNRESTRICTED FUND (COMMUNITY IMPACT FUND) Unrestricted funds allow us to respond quickly to our community’s needs and to address issues as they emerge. If you do not have a particular charitable field of interest and do not want to be involved in the details of grantmaking, donating to our unrestricted fund is a perfect choice.

INDIVIDUAL or FAMILY

Donor Advised Fund

Anyone can be a philanthropist. There are many ways to give to the community in which we live, work and play. Choose one or a combination of funds to meet your charitable interests.

Unrestricted Fund

FIELD-OF-INTEREST FUND If you have a particular charitable passion, but do not want to be involved in the details of grantmaking, consider donating to a field-ofinterest fund. We manage field-of-interest funds in several areas—arts, environment, healthcare and mental health, human services, basic needs, and at-risk women and girls—and call for grant proposals from nonprofit agencies to guide our funding in these areas.

DESIGNATED FUND Designated funds are a way you can provide a steady, long-term source of income to nonprofit agencies that you care about. Because your gift is given through the Community Foundation, it provides the agencies with funding, as well as planned giving and investment management services.

SCHOLARSHIP FUND When companies, organizations, families or individuals establish a scholarship fund with us, they give deserving students the opportunity to pursue academic dreams. Establish a legacy, honor a loved one or give back to your community or your alma mater. We will work with you to create, establish criteria for, and administer your fund.

AGENCY ENDOWMENT FUND Nonprofit agencies establish these funds with us to build their reserve and ensure a long-term, dependable source of operating revenue.

Our staff helps the agency with investment management and administrative details.

COMMUNITY FOUNDATION OF COLLIER COUNTY

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CORPORATION

MAKE THE COMPARISON DONOR ADVISED FUNDS • No setup fees.

• No annual distribution is required.

• No excise taxes.

• Choose to make grants anonymously, if you prefer.

• Have access to our grantmaking staff.

• Setup time is short and handled by our staff.

• Administration is pooled; annual fee is charged; we handle reporting.

Income Tax Deductions • Cash: up to 50% of adjusted gross income (AGI).

• Appreciated publicly traded stock: fair market value up to 30% of AGI. • Long-term real estate and other securities: fair market value up to 30% of AGI.

You choose scholarship criteria.

You make grant decisions.

Donor Advised Fund

Designated Fund

OR Community Foundation makes the grant decisions.

Field-ofInterest Fund

PRIVATE FOUNDATION • Setup costs include legal, accounting and filing fees.

• Annual distribution of 5% required by the IRS. • Excise tax on net investment income.

• Tax return with grant listing is public; published in GuideStar.

• You must research potential grants and bear the expense of staffing the foundation.

• Requires legal counsel; takes time to establish.

• Ongoing annual legal and accounting expenses and filing fees.

• Annual 990-PF IRS tax form must be filed.

Income Tax Deductions • Cash: up to 30% of AGI. • Appreciated publicly traded stock: fair market value up to 20% of AGI. • Long term real estate and other securities: deductible at cost basis.

Note: IRS regulations can change from year to year. Consult your professional advisor when making a decision regarding tax deductions and contributions.

Scholarship Fund

Unrestricted Fund

NONPROFIT AGENCY

Agency has access to fund principal and earnings.

Agency Fund

OR Agency has access to fund earnings only.

Agency Endowment Fund

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2013–2014 ANNUAL REPORT

GIFTS

TYPES OF GIFTS Giving Now “I’ve learned that you shouldn’t go through life with a catcher’s mitt on both hands.

You need to be able to throw something back.”

– Maya Angelou

We work with our donors and their professional advisors to facilitate contributions in many forms: CASH AND MARKETABLE SECURITIES Marketable securities include stocks, bonds and shares of mutual funds.

CLOSELY-HELD AND RESTRICTED STOCK Contributing closely-held or restricted stock to maximize giving options and minimize tax liability cost-effectively.

BUSINESS AND PARTNERSHIP INTERESTS Contribute a whole or partial interest in an investment or business.

TANGIBLE PERSONAL PROPERTY Give tangible personal property like rare books, furniture and artwork.

REAL ESTATE Give your principal residence or vacation home, a farm, a commercial building, a subdivision lot or unimproved land.

RETIREMENT PLAN ASSETS Name the Community Foundation as a primary or contingent beneficiary of a qualified retirement plan (i.e. IRA, SEP, 401(k), 403(b), etc.). You may be able to make a larger gift than you anticipate.

GIFTS OF LIFE INSURANCE Name the Community Foundation as a primary or contingent beneficiary of a life insurance policy. If we are named both sole owner and beneficiary of a paid-up policy, you will be eligible for a charitable income tax deduction. Your additional premiums may also be tax deductible.

Additional details are available on our website at: cfcollier.org

COMMUNITY FOUNDATION OF COLLIER COUNTY

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Giving Later With Planned Gifts Establishing trusts and bequests can be complex. To ensure your gift is properly administered, establish a charitable trust with the assistance of both your legal and financial advisors and the professional staff at the Community Foundation.

CHARITABLE TRUSTS • Charitable Remainder Trust By gifting assets to establish a charitable remainder trust, you receive an immediate tax deduction and lifetime income for you or your named beneficiary or beneficiaries. You also reduce or avoid capital gains taxes associated with the gifted asset. Eventually, when the trust’s term is complete, the remaining assets pass on to the Community Foundation.

• Charitable Lead Trust Foundation to fulfill the donor’s charitable wishes. A charitable lead trust provides income payments to the Community Foundation for a specified period of time, after which the trust is dispersed to its beneficiaries.

CHARITABLE GIFT ANNUITY This is a way for you to receive guaranteed income for life and an immediate income tax deduction, while at the same time, leaving a charitable legacy.

“The true meaning of life is to plant trees, under whose shade you do not expect to sit.”

– Nelson Henderson

BEQUESTS The most traditional form of a deferred gift is a bequest. Consider including the Community Foundation in your will or revocable (living) trust.

HONORARY AND MEMORIAL GIFT Many people like to give to our community impact funds, field-ofinterest funds or scholarship funds in honor or memory of family, friends or colleagues.

Additional details are available on our website at: cfcollier.org

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2013–2014 ANNUAL REPORT

THE IMPACT OF GRANTMAKING

BUILDING OUR ECONOMY AND OUR ENVIRONMENT ONE REEF AT A TIME

The Artificial Reef Project is a special project fund at the Community Foundation.

COMMUNITY FOUNDATION OF COLLIER COUNTY

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“Our commitment to strengthening our “community immediately and forever “is born out of projects like this.”

– Eileen Connolly-Keesler, President/CEO, Community Foundation The problem was as vast as the ocean—or, in our case, the Gulf of Mexico.

Over time, the reef system in the Gulf waters bordering Collier County in Southwest Florida had been destroyed by hurricanes and shifting currents.

For fish and other marine life, there was nowhere to run—or hide—and the impact on Collier County’s environment and tourism industry was significant and growing more severe.

Enter Peter Flood, local Naples attorney and dedicated fisherman with a big idea: gather 18,000 tons of clean recycled and donated concrete, sink it 12-30 miles from shore and create six 500-ton reefs, each the size of a football field. Result: a world-class system of reefs where marine life would be restored and grown, recreational divers could explore freely, and environmental scientists could study and learn from the ecology of our region.

Peter Flood understood that big projects need big—and diverse— partnerships. He joined forces with world-renowned scientists and with Collier County’s Economic Recovery Task Force to begin the planning.

Then, he reached out to the Gulf Tourism and Seafood Promotional Fund set up by BP in the wake of the 2010 oil spill, and also to local city and county governments to apply for the grants that would help make the reefs a reality. The project was awarded $1,315,000—the largest BP grant for a single project—and the permits from each government agency are put in place.

Finally, to weave it all together, Flood and the Community Foundation of Collier County joined forces to provide two services: establish the Artificial Reef Project Fund to accept all public and private legacy donations and to administer funds to the City of Naples, City of Marco and Collier County, based on stringent guidelines.

At the Community Foundation of Collier County, the Artificial Reef Project is an opportunity for the Foundation to provide the administrative and financial stewardship services that it does so well and to work collaboratively with a variety of organizations and donors to make a positive impact on our local environment and our economy.

Experts tells us that fish will start congregating just 12 hours after the reef is created and that the reef has a life expectancy of 800 years. Now, that’s a legacy.

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2013–2014 ANNUAL REPORT

THE IMPACT OF GRANTMAKING

AND THE WINNER IS… Virtuoso Misty Drake Wins the 2014 Turiel Award

THE COMMUNITY FOUNDATION CONNECTION This year we provided grants in the amount of $10,000 to The Naples Music Club’s Outreach Program. The Outreach Program includes Middle School Master Classes to 2nd- and 3rd-year middle school students who have never studied music privately; the Haegg Encouragement Award to nurture the talents of gifted students who do not have the means to take private music lessons; and the Piano Program after-school, small-group piano lessons for financially-needy students who attend specific Title 1 schools. The Community Foundation’s grant allowed the Club to expand these programs, including the Naples Music Club’s Scholarship Competition. Talented young violinist Misty Drake took part in that competition and won the 2014 Turiel Award. Read more about the Club, Misty and her accomplishments. We are so pleased to be part of her future. The following article, authored by Marci Seamples, originally appeared in part in è Bella Magazine.

The gold medal. The blue ribbon. The brass ring. In every discipline there exists a singular honor, coveted above all others that the best of the best strive to achieve. For Southwest Florida’s young musicians, that distinction is the Naples Music Club’s Turiel Award.

To qualify for the Turiel Award, students take part in the Naples Music Club Scholarship Competition. Students, grades 6 through 12, who live in Collier County, Bonita Springs and Estero are eligible. Each applicant must play or sing two pieces from different musical time periods. At this year’s competition, which was hosted by the Bayshore Cultural and Performing Center (CAPA) during the final concert of the Erich Kunzel Classical series in May, the Naples Music Club awarded a total of 71 scholarships. The top 12th grade winners went on to compete for the Turiel Award.

The awards committee had a tremendous task on their hands as one by one, each young virtuoso took the stage and left the audience amazed at their abilities and musical sensibilities.

COMMUNITY FOUNDATION OF COLLIER COUNTY

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THE AWARD GOES TO Everyone waited with high anticipation as the committee gathered during intermission to make its final selection. The audience returned to their seats and a hush fell over the auditorium as the announcement was made…the 2014 Turiel was awarded to violinist Misty Drake.

“The whole process was a fantastic experience,” says Drake. “You never know why the judges pick who they pick. The past winners have all been very successful. It is such a great honor.”

Drake already has many awards and honors to her credit. She was the winner of the Naples Philharmonic Concerto competition three years in a row (2011-2013), placed first in the strings category in the 2013 Jillian Prescott Awards Concerto competition, and was named youth strings winner of the Bach Festival of Southwest Florida from 2010 to 2012.

Drake began her musical endeavors at age 3. “My father had been away on a business trip and had stopped in a music store,” she recalls. “He told the shop keeper that his daughter wanted to play the violin. The gentleman at the store came out with a tiny 1/16 violin and told my dad I had to take Suzuki method classes. When he came home, he gave me the violin.” Drake said she took the violin out of the case, played a few notes, and then went to play with her dolls. But she did, in fact, go through the Suzuki method books and evolved into the awardwinning musician she is today.

“Having such a supportive and musically enriched community has shaped me and formed who I am.”

IN GOOD COMPANY Established in 1996 by Mr. and Mrs. Samuel Turiel, the Turiel Award honors the memory of their son Daniel, who throughout the course of his career, was one of three founding members of the Naples Philharmonic Orchestra, principal clarinetist of the Southwest Florida Symphony and Naples Concert Band, and founder, president and artistic director of the Gulf Coast Opera Company.

This fall, Drake will head to the Eastman School of Music in Rochester, NY. Named the “Hottest School for Music” in the U.S. by Kaplan/Newsweek in 2008, Eastman has consistently been ranked by U.S. News and World Report as a top school for several disciplines, including instrumental performance. Drake chose the school because so many of her mentors in the Naples Philharmonic Orchestra studied there as well. “The Eastman School seems to be one big family,” she says.

It’s not surprising that Drake would gravitate toward an institution with such close ties. She is very appreciative of the Naples community and the impact it has had on her education and success thus far.

2013–2014 ANNUAL REPORT

THE IMPACT OF GRANTMAKING

MINDS THAT MATTER Pioneering Work on the Mental-Health Frontier in Immokalee

COMMUNITY FOUNDATION CONNECTION This year we—and others—provided grants to members of a partnership that is addressing children’s mental health issues in Collier County. The mission of the collaborative— NAMI, Healthcare Network of SW FL (Formerly Collier Health Services), David Lawrence Center and Florida State University College of Medicine (Immokalee Campus)—is to provide a community mental health continuum which offers prevention, early identification and treatment of children with mental health diagnoses. Read more about the work that one of the partners, David Lawrence Center, and its leadership are doing to provide these services.

Before Dr. Maribel Rivera’s arrival, limited mental health services were being provided via telemedicine. Now, with her expertise on-site and mobile support from resources like NAMI’s HUGS mobile, effective care can be provided.

We are so pleased to be part of the village that is improving mental health care in Collier County. The following article, authored by Cathy Chestnut, originally appeared in part in è Bella Magazine.

In Southwest Florida, migrant laborers are paid less than $1 for every 32 pounds of tomatoes picked, resulting in high rates of poverty. The families frequently move to follow seasonal crops, separating families for long stretches. If the children go with their parents, they typically fall behind in academics and socialization. Many families face language barriers and the specter of deportation.

Enter Dr. Maribel Rivera who arrived in Southwest Florida last year to join the David Lawrence Center as a staff psychiatrist working at the David Lawrence Center’s Children’s Medical Services with clients ranging in age from 3 to early 20s.

Rivera sees an average of 300 families between Naples and Immokalee—typical of pediatric and adolescent caseloads nationally, she says. Her clientele here face several challenges—attention-deficit

COMMUNITY FOUNDATION OF COLLIER COUNTY

hyperactivity disorder (ADHD) and oppositional defiant disorder (ODD), mixed with anxieties that come with the layered psychosocial elements felt by the entire migrant family. “Child psychiatry ends up being family psychiatry,” she says. “I really am working with the entire family unit.”

Dr. Rivera came to work here through the “Beautiful Minds” Children’s Mental Health Initiative, funded by the Naples Children & Education Foundation to provide integrated healthcare services to underserved children in Collier County.

Collaborating with the Healthcare Network of Southwest Florida, Florida State University College of Medicine and the Community Foundation’s grantee, National Alliance on Mental Illness, Dr. Rivera is part of a larger team that is addressing both the children’s mental and physical well-being in an integrated, continuum of care—the first time that kind of program has been offered to the low-income, migrant farming families of Immokalee.

Before Rivera’s arrival, limited child psychiatric services were offered to the Immokalee region via telemedicine. Now, it’s a continuum of services, training and constant communication so patients don’t get lost in the system. “We all contribute and learn from each other,” she says. “We get to collaborate, and that doesn’t happen too often in mental health or any other health field. We have shared patients, so we are giving integrated care, and that’s very fulfilling.”

Board-certified in adult, child and adolescent psychiatry, Rivera has seven years of research and clinical experience with a specialty in multi-problem cases. Even more crucial, Rivera has a connection and compassion that comes from living on both sides of the fence.

“I’ve been on both sides: needing the help, struggling through systems and services to get help for my loved one. I understand how families are hurt and in pain when they tell me they are lost in the system.”

Rivera sees special qualities in her patients.

“They are very resilient, wonderful, simple people who use limited resources and make the best out of them,” she says. “Particularly in Immokalee, I feel my contribution, as small as it may be, is still huge. There was no one doing this before I was there.”

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“I grew up in a simple family, and it reminds me of my own roots. Serving this population speaks to me on a personal and professional level.�

SCHOLARSHIPS

The scholarship advantage: a note to students.

Some people think that scholarships are primarily designed for students who are in need of financial assistance. Not always the case. In fact, winning a scholarship benefits a student for several years after they receive the award.

Consider this… ✓ RECOGNITION For some scholarships there are hundreds of applicants. When you are recognized for your accomplishments by receiving a scholarship, it gives you confidence and makes you aware of your potential early in your academic career. ✓ SCHOLARSHIPS PROVIDE VARIED FINANCIAL SUPPORT Even if you are not relying on financial aid, you can still benefit from a scholarship. Some scholarships offer money that can be used to pay for other expenses associated with college, like books and fees. ✓ SCHOLARSHIPS MAKE YOUR RESUME STAND OUT A scholarship can make your resume stand out. Being recognized for your achievements may help get an interview with a future employer…after you graduate from college.

Since 2008, the Community Foundation has awarded more than $1.1 million in scholarships to support students who are seeking a college education.

COMMUNITY FOUNDATION OF COLLIER COUNTY

WHAT A YEAR FOR DREAM MAKING! We were pleased to award 64 scholarships, totaling nearly $533,000, to students enrolled in accredited high school, trade school, community college and university programs for the 2014-2015 academic year. The majority of the scholarships were given to students who currently attend schools in Florida’s Collier and Lee counties.

These scholarships were awarded through 22 funds administered by the Community Foundation and established by generous local donors, corporations and organizations allowing students to pursue higher education. Most of these funds focused on student achievements and financial hardship and all expressed a deep belief in the power of education to help young people achieve their dreams.

“The talent and potential represented by this past year’s scholarship recipients was impressive,” said Deborah Russell, a member of the Scholarship Grant Committee. “Our choices were never easy! We are thrilled to support these students and grateful to the donors whose contributions make these awards possible every year.”

Russell explained that students are extremely grateful for any form of assistance that eases their financial obligations when they pursue higher education. She shared a note from Melissa Farrell, a recipient of an award from the David M. and Judy B. Jones Scholarship Foundation. Since 2009, the Joneses have bestowed the power of education by awarding over $204,000 in scholarships at the Community Foundation.

Melissa says: “The David M. and Judy B. Jones Scholarship gives me the opportunity to pursue a degree in my career of choice, nursing.

I am the first in my family to attend college. You have eased my financial burden, allowing me to focus more on the most important aspect of school, learning. I hope one day that I will be able to help students achieve their goals just as you have helped me.”

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In 2013-2014, grants awarded

by Women’s Initiative Network Endowment Fund benefited: Women’s funds appear in many settings—public charities, private foundations and funds within community foundations like ours.

Surveys revealed that funding for women and girls by the broader foundation community has grown at a faster rate than foundation giving on the whole.

But as a share of overall foundation giving, funding for women and girls has remained below 7.5 percent for more than 15 years.

Our interpretation: funders are aware of the potential for change by investing in women, but awareness that sparks giving must be intensified.

The women of the Women’s Initiative Network (WIN) agree that investing in the empowerment of at-risk women and girls is vital.

“When you invest in a woman, you invest in a family, in a community and, ultimately in our nation,” says Liz Jessee, a 2013 Woman of Initiative and member of the WIN Steering Committee.

Women, children and seniors at risk and in need of immediate financial assistance were a focus of (WIN) grantmaking this year. Grants in the amount of nearly $58,000 from the Network’s Endowment Fund supported organizations that provide assistance to Collier County women in need: basic needs support, caregiver support, legal services, mental health services, programs for building life skills and crisis support for victims of human trafficking.

One of these grants was also awarded to the Junior Women of Initiative (JWOI) Mentoring Program, founded in 2005 when Naples residents, Carolyn and Roy Neumann, approached the Community Foundation about funding a mentoring program at the Boys & Girls Club of Collier County. The program inspires and connects 25-30 women mentors—many drawn from WIN—with young women, ages 13-17.

These grants were drawn in part from the investment income from the Endowment Fund of the Women’s Initiative Network and from funds raised at the Network’s special events: Power of the Purse, the Women of Initiative Honorees event and unique campaigns like the One in a Million endowment-building.

To serve the current and changing needs of women and girls in Collier County through grantmaking—that is the powerful mission of the Women’s Initiative Network.

✓ CARE CLUB OF COLLIER COUNTY Caregiver support for low-income individuals with dementia. ✓ JEWISH FAMILY & COMMUNITY SERVICES OF SOUTHWEST FLORIDA (JFCS) Support vulnerable seniors and their caregivers and address senior isolation and loneliness. ✓ LEGAL AID SERVICE OF COLLIER COUNTY Support vulnerable seniors, women heads of households with children, and women and girls with disabilities who require legal assistance. ✓ NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) OF COLLIER COUNTY Support for Latino at-risk teens and their mothers. ✓ BOYS & GIRLS CLUB OF COLLIER COUNTY Support the Junior Women’s Initiative Network program and engage mentors to develop leadership skills for at-risk teen girls. ✓ THE WOMEN’S FUND OF SOUTHWEST FLORIDA Establish a Southwest Florida Regional Center on Human Trafficking to deliver support from law enforcement and victim-service agencies to women and girls victimized by human trafficking.

The Women’s Initiative Network’s Endowment Fund is a field-of-interest fund at the Community Foundation.

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2013–2014 ANNUAL REPORT

THE POWER OF PARTNERSHIP

WHY PROFESSIONAL ADVISORS CONNECT WITH US Four of our professional partners share their points of view on the role that the Community Foundation has played in helping them help their clients.

The Community Foundation works with donors to help them plan ahead and positively impact nonprofit organizations and issues they care about beyond their lifetime. But we could not do this quite as effectively without the partnerships we enjoy with our area’s professional advisors—attorneys, financial planners, wealth mangers—and the volunteers who serve on our Professional Advisors Council.

Service

Efficiency

Kim Ciccarelli Kantor

Dennis C. Brown

Ciccarelli Advisory Services, Inc. CFP, CAP

Bond, Schoeneck & King JD, LL.M. Board Certified Wills, Trust & Estate Lawyer

Kim Ciccarelli Kantor, president, refers to the benefits the Community Foundation provides when planning for charitable funds for the families she serves. Kim values most the Foundation team’s ability and commitment to deliver the high degree of expertise, professionalism and responsiveness that her clients expect. Her familyfocused wealth management firm provides objective investment, tax, estate, and lifestyle planning advice to high net worth individuals and all family members.

“In addition to providing a management process for charitable funds, the Community Foundation qualifies and examines charities being considered for gifts. Most advisors do not have the staff, experience or the vehicles to administer charitable funds as the Foundation does,” Kantor explained. “Charitable planning is personal and complex, and clients can best be served with a team effort. Bridging family goals coupled with the secure and comfortable, customized and personalized service our community foundation provides is an excellent choice.”

When help is needed to prepare and administer estate plans, many families and their advisors call on Dennis Brown at Bond, Schoeneck & King for his expertise in estate planning and probate services. Dennis Brown cites a number of reasons for referring individuals to the Community Foundation, including the ability of clients to fulfill their charitable goals by utilizing tax-wise strategies for appreciated property and avoiding filing, legal and accounting fees associated with a private foundation. Additional benefits include facilitating anonymous gifting and transferring funds electronically. In fact, Dennis and his wife established their own donor-advised fund at the Community Foundation of Collier County. “Linda and I created a charitable fund to advance our charitable goals and to make our giving more efficient,” he said.

“The Community Foundation has been a wonderful resource for my family and my clients.”

COMMUNITY FOUNDATION OF COLLIER COUNTY

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It’s simple, really. Professional advisors know their clients. We know philanthropy. Together we can ensure that donors make the best decisions for making a difference in Collier County. Many of our professional advisors’ clients may already be donating regularly to the organizations and programs they care about. By partnering with the Community Foundation, advisors can make it easier for their clients to give effectively and receive significant tax benefits. From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, the Community Foundation has a team of philanthropic professionals to help advisors and donors find the best solutions.

And, as an added benefit for all professional advisors in our community, the Professional Advisors Council hosts engaging lectures and seasoned experts from around the country as part of its mission to educate their colleagues. These experts share strategies for working with clients on how to maximize their charitable giving through careful planning and a relationship with the Community Foundation.

Simplicity

Partnership

Kimberly Leach Johnson

Edward E. Wollman

Quarles & Brady, LLP JD, LL.M. Board Certified Wills, Trust & Estate Lawyer, Firm Chair

Wollman, Gehrke & Solomon, P.A. JD, LL.M. Board Certified Wills, Trust & Estate Lawyer, Master of Laws and Taxation

As a partner with Quarles & Brady, one of the area’s largest full-service law firms, Kimberly Leach Johnson appreciates the value and ease that the Community Foundation offers her clients. Many of those whom she counsels have an interest in charitable giving and the means to create a private foundation. However, Johnson urges them to consider establishing donoradvised funds at the Community Foundation. “The benefit of donor-advised funds is that clients don’t have to maintain a separate foundation with annual reporting requirements. You can start with smaller contributions to try it out and then increase those amounts in the future,” Johnson explained. Others offer donor-advised funds, but Kim is comfortable referring clients to the Community Foundation. “You don’t have to deal with a huge bureaucracy. It’s as easy as picking up the phone,” Johnson said. “Working with a donor-advised fund at the Foundation makes charitable giving effortless.”

Ed Wollman, partner at Wollman, Gehrke & Solomon explains his reasons for referring his clients to the Community Foundation. “The Community Foundation has been a wonderful planning partner for me and an exceptional charitable outlet for clients of mine who have charitable interests. The Community Foundation staff is both professionally knowledgeable and user friendly. They have assisted me in implementing tax advantageous structures and, at the same time, helped my client—families that are working to refine and define their philanthropic goals, with a particular eye toward local charitable organizations which need financial support. One particular strength of the Community Foundation is their patient encouragement of involvement by second and third generation family members in family philanthropic structures established by prior generations. Thank you Community Foundation for being a great partner in the philanthropy of my clients.”

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2013–2014 ANNUAL REPORT

FINANCIAL HIGHLIGHTS

Community Foundation of Collier County, Inc.

Statement of Financial Position June 30, 2014

ASSETS Cash and Cash Equivalents Cash and Cash Equivalents Held for Investment Certificates of Deposit Accrued Interest Receivable Investments Receivables, Net Convertible Debentures, Net Beneficial Interest Agreements Split-Interest Agreements Property and Equipment, Net Other Assets Total Assets

2014 594,623 8,278,627 33,308 66,264,158 41,717 2,345,384 14,091 58,240 $ 77,630,146 $

LIABILITIES AND NET ASSETS LIABILITIES Grants Payable Accrued Expenses Funds Held For Agencies Annuity Obligations Total Liabilities

$

NET ASSETS Unrestricted Board Designated Endowment Funds Designated Field-of-Interest Scholarship Unrestricted Donor Advised Funds Operating Funds Total Unrestricted Net Assets Temporarily Restricted Beneficial Interest Agreements Split-Interest Agreements Total Net Assets

73,902 83,241 4,265,748 588,764 5,011,655

$

97,347 96,777 2,580,258 660,653 3,435,035

20,899,197 3,333,637 3,807,168 12,475,551 28,588,453 1,127,385 70,231,391

19,227,139 2,314,033 2,538,859 10,292,966 22,840,915 1,417,055 58,630,966

41,717 2,345,384 72,618,492

2,091,717 60,722,683

$ 77,630,146

Total Liabilities and Net Assets

2013 772,132 3,757,741 2,343,344 53,985 55,088,959 6,500 2,091,717 7,768 35,572 $ 64,157,718 $

$

64,157,718

The Importance Of Transparency The Community Foundation of Collier County adheres to the highest standards to operate in the public view and public interest. Our most current financial information is updated quarterly and always available for review. We make available for public inspection the last three years of our financial statements, Internal Revenue Service Form 990 and Form 990-T (if applicable), and our Letter of Determination. You may also visit GuideStar at guidestar.org for more information about the Community Foundation.

COMMUNITY FOUNDATION OF COLLIER COUNTY

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FINANCIAL HIGHLIGHTS

Financial History The Community Foundation of Collier County is a tax-exempt, public, charitable fund, established in 1985 with a $300,000 endowment to increase and focus private philanthropy in the area. Today, the Community Foundation holds over $77 million in assets and has distributed $74 million in grants to nonprofit organizations and community programs. The Community Foundation manages a pool of permanent endowed funds established by charitable individuals, and makes grants from the investment earnings to address community needs and issues. Through sound investing, effective grantmaking and building the capacity of Collier County nonprofit agencies, the Community Foundation seeks to strengthen our community forever.

5 Year Growth in Assets (Millions) $77.6 $63.5

$64.2

2011

2012

2013

$58.4

2010

2014

$65.7

2014 Grants by Program Area Arts Community Impact Education Environment Health Care Human Services International, Foreign Affairs Religion Total

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$1,109,324 $754,066 $1,213,566 $575,894 $1,058,153 $1,984,103 $260,109 $209,236

15.5% 10.6% 16.9% 8.0% 14.8% 27.7% 3.6% 2.9%

$7,164,450

100.00%

2013–2014 ANNUAL REPORT

FINANCIAL HIGHLIGHTS

About Our Investments The Community Foundation of Collier County pools the resources of its many donors into a managed endowment pool that gives donors access to a highly diversified portfolio with worldclass managers. The Foundation engages with J.P. Morgan Private Bank to manage this General Endowment Pool. J.P. Morgan Private Bank is part of J.P. Morgan Chase & Co. J.P. Morgan has the size and worldwide-reach to offer maximum diversity for our investment portfolio and employs experienced registered advisors who fully understand our investment goals. The Community Foundation’s CFO and its Investment Committee—eight individuals with business and wealth management experience—provide another layer of due diligence. The Foundation’s CFO oversees the results of our investments on a monthly basis, and the Committee oversees the results quarterly.

Financial Partners Northern Trust, U.S. Trust, Huntington and SunTrust are financial partners with the Community Foundation. If a donor has an existing relationship with any of our financial partners, the Community Foundation can use the partner as the investment manager for that donor’s specific fund.

Investment Strategy The Foundation’s strategy is to maximize return while preserving capital and liquidity, producing consistent and stable growth with low to moderate risk. Our goal is to grow donor endowments so that they can grant more to the causes they care about. Our investment returns, updated quarterly, are available on our website at cfcollier.org.

J.P. Morgan Assets June 30, 2014

U.S. Large Cap Equity U.S. Mid-Cap Equity International/Global Emerging Markets Hedge Funds Private Equity Real Estate Commodities Fixed Income Cash Total

COMMUNITY FOUNDATION OF COLLIER COUNTY

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19.4% 5.5% 23.1% 2.1% 18.8% 5.3% 4.9% 2.6% 9.4% 8.9% 100.00%

2014 FUNDS

Donors choose how to build their philanthropic legacies.

Donors to the Community Foundation of Collier County can choose how involved they want to be in determining the beneficiaries of their gifts. They can specify exactly where they want to direct their support or they can leave allocation decisions up to the Foundation’s Board of Trustees and staff.

As flexible as the process is, all donors have the assurance that their investments will always be a part of the Foundation’s assets and will always benefit projects and organizations in Collier County and throughout the United States.

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DONOR ADVISED FUNDS Agua Fund Bill & Penny Allyn Fund Joshua J. Allyn Fund Lew & Dawn Allyn Family Fund Anonymous Funds Aspiration Program Fund Jo Ellen Atkinson Fund Ausschnitt Fund Melinda & Tom Beal Charitable Fund James A. & Evelyn S. Belleman Fund Keith S. Benson Family Fund Bernton Family Fund Tiffany & Jane Billings Fund Blair Foundation Fund Brayman Family Fund Brown Family Fund Burton Family Fund Mary McTague Byrom Fund Donald & Ruth Campbell Fund Children’s Empowerment Fund Children’s Fund Harvey & Janet Cohen Family Fund Harvey D. & Janet G. Cohen Charitable Foundation Fund Collier County 100 Club Fund The CORD Fund Critter Fund Jeannine M. Danis Fund Thomas J. & Mollie E. Danis Fund Dearholt Fund Derham Tea Fund, in memory of Thelma, Earl & Alice Barbara Janney Desanzo Fund Charles & Helen Donahue Fund Bob & Connie Eaton Family Fund Empowerment Alliance Non-Endowment Fund Jeff and Trish Erickson Fund Edrick & Linda Flewelling Fund Terrance R. & Christine R. Flynn Fund David J. Foege Fund for Non-Embryonic Stem Cell Research Kenneth C. Freeberg Animal Rescue Fund Howard Freedman Fund Jay L. Friedland, M.D. Prostate Cancer Research Fund Myra & Mort Friedman Fund Fund for Job Creation Jay & Lee Gates Fund The GBH Fund Brian Gibbs Memorial Fund James & Nancy Gibson Fund Susan McTague Goldman Fund Goodlette Leadership Fund Goodman Family Fund Thomas C. Graham & Irene W. Graham Scholarship Fund Michael Grech & Pete Villani Memorial Fund Gulfshore Insurance Community Support & Betterment Fund Brad & Jennifer Havemeier Fund Ann McAndrews Herrmann Fund Hope Fund Alan & Beverley Horton Fund Howard & Troth Family Fund Huntington National Bank Private Financial Group Fund Mary Pat & Frank Hussey Fund Allan & Mary Ivascu Fund Allen F. Jacobson Family Fund F. Craig & Patricia Jilk Fund David M. Jones & Associates Fund Steven & Carisa Jones Family Fund Kantor Family Fund Kapnick Family Fund Kazanjian–Yarrington Family Fund Alan Keller Fund Kristin Keller Fund George R. & Joyce H. Kempton Family Fund Reverend Kathleen L. Kircher Fund

2013–2014 ANNUAL REPORT

Eileen Kopp Advised Fund Lea Family Fund Legacy Foundation Group Fund Susan K. Lennane Family Fund Lowry Hill Private Wealth Management Fund Donald R. & Josephine F. MacLennan Fund Donna MacNiven Junior Leadership Fund Jeanne Manuri Fund McBride Family Fund McCann Family Fund McIlvaine Grandchild Fund Merrill Lynch Naples Employee Philanthropic Fund Mr. & Mrs. Lloyd I. Miller Fund John & Connie Miller Fund Moates’ Kicks for Kids Fund J. Richard & Carol Munro Fund Stephen R. & Mary Lynn Myers Family Fund Naples Concert Band Fund Naples Endowment for the Arts & Camille’s Camp Fund NCH Healthcare Community Fund Roy & Carolyn Neumann Volunteer Fund Nichols Foundation Fund Norris Fund Northern Trust Silver Anniversary Fund Elizabeth & Frank Odell Family Fund Linda Halverstadt Ottenad Fund Paradis Foundation Fund John & Maggie Picotte Fund The Kim Prince Memorial Fund Quest Fund Bob & Judy Rathert Family Fund Richard P. & Marilyn S. Rechter Family Advised Fund John & Jackie Remington Fund Adele D. Rice Fund J. Lee Robinson Fund The RWH Fund Katharine B. Ryan Family Fund Sachs Family Fund Jo Ann Schwartz Family Fund Robert P. Schwartz Memorial Fund A. Robert & Helen Seass CRT Fund Shehadi Family Fund James & Julia Shelly Fund Sherwood Forest Foundation Fund Michael & Barbara Sill Family Fund John Sorey Fund SunTrust Bank of SWFL Fund SW Florida 49ers Fund Edward R. Swingle Family Philanthropic Fund Michael J. Szwed Legacy Fund Bruce Thalheimer Charitable Fund Thiele Family Fund Jane Thomas Fund Warren F. & Jean L. Tischler Memorial Fund Turner Family Fund Douglas M. VanOort Fund Varon/McElroy Family Fund Wainscott Family Fund Wasmer, Schroeder & Company Fund James S. Weaver, Jr. Family Fund Webster Fund Gerry Wheeler Memorial Fund for Grieving Children The Whitaker Foundation Fund Robin T. & Youngja White Fund Richard & Barbara Widman Fund Myra N. & Van Zandt Williams Jr. Donor Advised Fund WilsonMiller Charitable Fund John R. Wood Realtors Fund Karl & Joanne Wyss Fund Zonta Club of Naples Fund

COMMUNITY FOUNDATION OF COLLIER COUNTY

DONOR DESIGNATED FUNDS 211 Endowment Fund Herbert & Ruth Abramson Designated Fund Theresa M. Anderson Fund Anonymous Funds Artificial Reef Fund Berry & Diane Fund H. Max & Letha L. Brown Fund Pat & Laura Cacho Family Fund Eleanor Wallace Caswell Scholarship Fund Children’s Trust Fund Mark & Pearle Clements Fund Collier County Honor Flight Fund Paul F. & Edith B. Cooper Fund Tom Cooper Designated Fund David Lawrence Foundation Mental Health Development Fund Derham Fund Nally E.D. duBois Fund First Book-Collier County Fund Don & Helen Franke Fund Franke Leadership Fund Fun Time Early Childhood Academy Fund Getzelman Fund William Godley Memorial Fund Margaret B. Griffith Fund Joseph & Betty Haskett Family Fund Hospice of Naples Endowment Fund Maurice & Lynn Katz Family Foundation Fund Mary Elizabeth Kelley Fund Myron T. Kelley Fund W. Dain Kuhns & Elizabeth H. Kuhns Fund Leadership Collier Fund The League Club Designated Fund Lee & Mary Ledford Fund Lucie Jenny MacCarthy Fund Marco Eagle Sanctuary Fund Marco Island Veterans Memorial Fund Paul E. & Ann C. Martin Fund William K. & R. Kathryn McInerney Fund William K. McInerney Memorial Fund Peggy T. McIntire Fund Delvin G. Miller & Mary F. Miller Memorial Fund John S. Nagel Memorial Library Fund NCH Healthcare System Endowment Fund Ross P. Obley Family Fund Terry Olson Fund D. Ray & Ruth D. Park Fund Chester G. & Alice P. Parsons Fund Jean Peaslee Scholarship Fund of The Naples Players Theatre Guild Planned Parenthood Designated Fund James D. & Bess S. Polis Foundation Fund Edwin J. Putzell, Jr. & Dorothy C. Putzell Fund William G. Robertson Fund Ralph G. & Katherine K. Ryan Endowment Fund Holland T. & Mary Jeanne Salley Fund Salvation Army Fund Herbert B. & Margaret E. Scheu Fund Schoen Family Fund Patricia L. Schrenk Fund Arthur G. & Helen Shireman Designated Fund Edna F. Springer Fund Edna Frantz Springer Award for Unsung Members Fund Thomas & Elizabeth Sully Fund The Eleanor B. Sweet Designated Fund Tulip Endowment Fund The W. Wadsworth & Dorothy M. Watts Fund John F. & Laura M. Whitcomb Fund Arthur J. Willenborg Endowment Fund Helen & William J. Williams Fund Jane R. Williams Fund YMCA Giving Circle Fund

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FIELD-OF-INTEREST FUNDS Anonymous Fund Basic Needs Fund Deupree Family Environmental Fund Fresh Start for Abused Women Endowment Fund Fresh Start for Abused Women Grant Fund Alfred & Vera Goodman Fund Orthoptic/Blind/Visually Impaired Fund Park Shore Fund R. Covell Radcliffe Aids Research Fund Mr. & Mrs. James E. Smith Fund for Education Teen Pregnancy Prevention Initiative Fund WIN Endowment Fund Women’s Giving Circle of SWFL Fund

AGENCY & AGENCY ENDOWMENTS FUNDS Able Academy Fund Angels Undercover Fund ArtsNaples World Festival Fund Baby Basics Endowment Fund Bach Ensemble Endowment Fund Bayshore Cultural and Performing Arts Center Fund Big Cypress Chapter NSDAR Fund Boys & Girls Club-Great Futures Start Here Fund Cancer Alliance of Naples Fund Care Club of Collier County Fund Celebration Community Beach Church Endowment Fund Celebration Community Beach Church Fund Champions for Learning Agency Fund Children’s Museum of Naples Fund Classic Chamber Concerts Endowment Fund Collier County Florida Special Olympics Fund Community School of Naples Foundation Fund David Lawrence Foundation Mental Health Endowment Fund Friends of Foster Children, SWFL Endowed Fund Friends of the Library of Collier County Fund Friends of Rookery Bay Endowment Fund Fun Time 50 More Years Fund 2 Fun Time Building Reserve Fund Fun Time Early Childhood Academy Fifty More Years Fund Girl Scouts of Gulfcoast Florida, Inc. Fund Goodwill Industries of Southwest Florida Fund Grace Place for Children and Families Endowment Fund Greater Marco Family YMCA, Charles & Elizabeth Frank Legacy Fund Greater Marco Family YMCA Agency Fund Greater Marco Family YMCA Legacy Fund Habitat for Humanity of Collier County Endowment Fund Harry Chapin Food Bank Fund Humane Society of Collier County Endowment Fund Jewish Family & Community Services of SWFL Fund Junior Achievement of Southwest Florida Endowment Fund Laces of Love Fund The League Club Endowment Fund Literacy Volunteers of Collier County Fund Marco Island Center for the Arts Foundation Fund Marco Island Rotary Club Foundation, Inc. Fund Mental Health Assoc. of SWFL Endowed Fund NAMI of Collier County Endowment Fund Naples Alliance for Children Endowment Fund Naples Historical Society Endowment Fund Naples Junior Woman’s Club Fund Naples Lions Club Endowment Fund, in memory of Joel Feinson Naples Music Club Scholarship-Fernando Fund Naples Music Club Scholarship-Haegg Fund

Naples Music Club Scholarship-Saby Fund Naples Music Club-Scholarship Reserve Fund Naples Music Club Scholarship-Turiel Fund Naples Music Club Scholarship-Warren Fund Naples Players KidzAct Fund New Horizons Endowed Fund Bonnie K. Yarrington Fund (Planned Parenthood) RCMA Endowment Fund The Rotary Club of Naples Charitable Fund The Rotary Club of Naples Scholarship Endowment Fund Senior Friendship Centers Foundation Fund St. Ann School Foundation Fund United Arts Council Community Arts Fund United Arts Council Endowment Fund Women’s Fund of SWFL YMCA of the Palms Endowment Fund

SCHOLARSHIP FUNDS William D. Anderson Fund Daphne Fund Joel Deifik Memorial Scholarship Fund Diano-Tougas Scholarship Fund Dorothy Edwards Vocational Scholarship Fund of The Naples Woman’s Club Carol Fedoryk Scholarship Fund Glenview Employee Scholarship Fund Patricia & F. Craig Jilk Family Scholarship Fund David M. & Judy B. Jones Scholarship Fund Jubilee Scholarship Fund Ashley Kelly Memorial Scholarship Fund MacNiven Family Fund Mediterra Employee Scholarship Program Fund Edith & John Meli Scholarship Fund Naples Equestrian Challenge “Deb PT” High School Volunteer Scholarship Fund Naples Junior Woman’s Club Scholarship Fund Port Royal Club Scholarship Fund Louise Prothero Leadership Fund-Naples Woman’s Club Royal Poinciana Golf Club Employees & Dependents Scholarship Fund Sams Sailing Scholarship Fund Freddie Sauer Scholarship Fund The Jimmy Schneeberger Memorial Fund Marc Scialdo Scholarship Fund Michael J. Szwed Legacy Scholarship Fund Raymond D. & Sara Thomas Fund Dr. Norman & Gail Thomson Scholarship Fund Lorenzo Walker Education-Scholarship Fund Col. Walter Walsh Criminal Justice Scholarship Fund Ralph Weiss Scholarship Fund Working Republican Women’s Scholarship Fund

UNRESTRICTED FUNDS Herbert & Ruth Abramson Unrestricted Fund The Albrecht Family Fund General & Mrs. David H. Baker Unrestricted Fund Ballard Family Fund Keith S. Benson Family Unrestricted Fund Blair Foundation Fund Robinson & Martha Carter Bosworth, Jr. Fund Mary Jeanne & Ivan Bowen Fund Edwin H. & Yvonne Bower Fund James G. & Helen M. Brooks Fund Constance T. & Truman B. Brown Fund Eleanor & Henry Buhl Fund Evelyn De France Burnham Fund Lois & John Cashman Fund CFCC Disaster Relief Fund Jean & Wilson Chockley Fund Cincinnati Financial Corporation Fund Albert & Suzanne Cleaveland Fund Community Impact Fund Rene J. & Carolyn E. Constantin Fund Cosgrove Family Fund C. Frederick & Mildred E. Curtis Fund T. Chalmers Curtis Fund

Verity Blakey Day Memorial Fund Taber deForest Memorial Fund Depuy Family Fund David B. & Katherine O. Dupee Fund Truxtun & Tyler Emerson Fund Mr. & Mrs. Philip Everest Fund Frank S. Farrell Revocable Living Trust Fund Ted and Betty Flora Fund Donald & Joan J. Forte Fund Orville W., Jr. & Marion T. Forte Fund James Rogers Fox Fund Earl & Shirley Frye Fund Gerrity Family Fund Gifford Family Fund Dorothee D. & Richard C. Grant Fund Harness Family Fund Jack & Lucile Harris Fund Hartshorn Family Fund Matthew B. Hecht Memorial Fund Sally J. Herzog Memorial Fund Rembrandt & Audrey Hiller Fund Betty & Wallace Irwin Fund William J. & Nancy Biggs Kieckhefer Fund Sara W. Knapp Memorial Fund Richard C. Krause Fund Lafrenz Family Fund Phyllis M. Landes Unrestricted Fund L. Bates & Marcia W. Lea Fund Lennane Family Unrestricted Fund Corrie & Leonard Llewellyn Fund Alan Loop Family Fund John & Anne Luetkemeyer Fund Betty & Bill Marshall Fund Alice Ross Martell Fund McClintock Family Fund David B. & Helen N. Meeker Fund Edith & John Meli Unrestricted Fund Willard & Gay Merrihue Fund Richard & Joan Michelson Fund Charles F. & Barbara W. Moore Fund James H. Morton Fund John A. Mullenmaster Fund Roy & Carolyn Neumann Fund Nulsen Family Fund Arthur J. Oberhelman Fund William & Sally Oberhelman Fund Joseph W. & Edwina P. Oliver Fund William Greenville Pace Fund Paterno Fund The M. Herbert Paul Fund Lieselotte Prym Fund Gene & Anne Ratliff Fund Barbara R. Schricker Memorial Fund Celia V. Scudder Fund Jean & Bruce Shannon Fund Kathleen B. Sherwin Fund Arthur G. & Helen Shireman Unrestricted Fund Janet Simonds Short Fund Harold S. & Mary W. Smith Fund Julia T. Smith Fund Mae Shepherd Snow Fund John & Gladys Strauss Fund Perry MacKay Sturges Fund Eleanor B. Sweet Unrestricted Fund Mr. & Mrs. Sidney Swensrud Fund Judith DeForest Taves Fund Bob Telford Fund Jack & Virginia Thompson Fund James A. & Joyce Thwaits Fund Fred W. & Virginia Uihlein Fund John S. & Mary Claire Wadsworth Fund Constance C. Wallace Memorial Fund George R. Wallace Foundation Fund Anne & Morrison Waud Fund Elizabeth & Charles Williams Fund David E. & Betsy Winebrenner Fund Wodecroft Fund Wyndemere Fund

WOMEN’S FUNDS Patty Baker Fund for Senior Arts & Theatre Mary Baron Fund Lu M. Drackett Fund Christine Flynn Fund Mana P. Holtz Fund for the Women’s Initiative Network Dawn Litchfield Brown Fund Martinez Lombardi Fund for Disadvantaged Children of Single Parents Sharon von Arx Fund Nancy White Fund for the Women’s Initiative

Funds established from July 1, 2013 through June 30, 2014 are shown in bold.

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2013–2014 ANNUAL REPORT

2013-2014 CONTRIBUTORS

Thank you.

The following individuals, families, companies and organizations contributed to the Community Foundation of Collier County between July 1, 2013 and June 30, 2014. Gifts were gratefully received through the establishment of a new fund, adding to an existing fund, or contributing to an initiative of the Community Foundation. On behalf of the Community Foundation, we would like to thank all of our generous donors. Your support allows us to fulfill our leadership role in strengthening our community.

COMMUNITY FOUNDATION OF COLLIER COUNTY

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GIFTS Ms. Iris T. Abel Able Academy, Inc. Charles Abookire Trust Mr. & Mrs. Helmut M. Adam Susan Tischler Adler Trust Advanced Nurse Practice Council of Collier County Agua Fund, Inc. Mr. & Mrs. Alex L. Alejandro Mr. & Mrs. Frederick J. Alexa Mr. & Mrs. Ray Allain Mr. & Mrs. William F. Allyn AM-PM Lawn Service Annette A. Anderson Revocable Trust Ms. Linda L. Anderson Mr. & Mrs. George A. Andrews Angels Undercover of Collier County, Inc. Animalife Veterinary Center, PA Mr. Tedd Annis Anonymous Donors Art League of Marco Island, Inc. Arthrex, Inc. Mr. & Mrs. C. J. Aschauer, Jr. Mr. Rex Ashley Audubon Country Club Association, Inc. Mr. & Mrs. Dwight Austin Mr. L. Kent Babcock, III Baby Basics of Collier County, Inc. Bank of America United Way Campaign Barrow ART Ms. Barbara Bartlett Mr. & Mrs. William L. Barton Ms. Peggy M. Basic Mr. Albert J. Basl Mr. & Mrs. Robert Bassin Mr. Brent Batten Mr. David Bautsch Bayshore Cultural and Performing Arts Center, Inc. Mr. & Mrs. Lawrence M. Baytos Mr. & Mrs. Tom Beal Beal Investments, LP Mrs. Jacquelin J. Bearse Berkley Bedell Living Trust Edward T. Bedford Foundation James A. & Evelyn S. Belleman Fund/ Mr. & Mrs. Craig Eisenacher Bellevue Fund of the U.S. Charitable Gift Trust Mr. & Mrs. Richard H. Benson Bentley Electric Co. of Naples, Inc. Ms. Sondra Hynson Bentley Charles M. & Jane P. Berger Charitable Trust of the Fidelity Charitable Gift Fund Mrs. Ann E. Berlam Mr. & Mrs. Fred G. Berlet Mr. & Mrs. Gregory C. Berlet Mr. Luis A. Bernal & Ms. Beatriz Duenas Mrs. Sharon Bernstein Dr. & Mrs. Horace W. Bernton The Berry Family Foundation Mr. & Mrs. Donald L. Berry John W. Berry, Jr. Trust Mr. & Mrs. G. J. Biernesser Big Cypress Chapter NSDAR Mrs. Jane Billings Ms. Monica Biondo Mr. Peter Bitterman & Ms. Cynthia Gross Blair Foundation Mr. & Mrs. Dennis R. Blenis BMO Private Bank Bob Taylor Chevrolet, Inc. Mr. Jared D. Bobzien Ms. Eileen Bode Bodine Family Foundation, Inc. Ms. Beverly T. Boltz Mr. & Mrs. William A. Boncosky Bond, Schoeneck & King, PLLC Richard & Jane Borchers Family Fund of the Minneapolis Foundation

Mr. & Mrs. Richard W. Borel Mr. & Mrs. Robert E. Bortz Ms. Lillian Borzumato Mr. & Mrs. Michael J. Bosse Mr. & Mrs. G. A. Boujoukos Ms. Yvonne Bourk Mr. & Mrs. Joseph T. Boyle Boys & Girls Club of Collier County Ms. Michelle Brand Mr. & Mrs. Harold H. Brayman Mr. & Mrs. Leslie Brenner Mr. & Mrs. Guy Brickman Mrs. Sumiko Brinsfield William F. Brock Family Charitable Fund at Vanguard Charitable Mr. Wayne L. Bromley Mr. & Mrs. John C. Brooks Mrs. Paula B. Brothers D. Brown General Contractors, LLC Mr. Brett C. Brown Mr. Dabney C. Brown Mr. & Mrs. Dennis C. Brown Broyhill Family Foundation, Inc. Mr. & Mrs. Edward W. Brundage Mr. & Mrs. William Buchanan, Jr. Mr. Alan S. Bucholz & Ms. Donna Carty Buchholz Mr. & Mrs. William Buehler Mr. Peter C. Bullard Mr. Wilmer Bultemeier Mr. Daniel Burke Mr. Robert F. Burkhardt Mr. & Mrs. Timothy Burns Mr. & Mrs. Leland S. Burton Mr. & Mrs. Walter L. Bush, Jr. Ms. Deborah M. Byers Byrd Family Revocable Trust Mr. & Mrs. William L. Byrnes Mr. Cornelius P. Cacho Mr. & Mrs. Dennis Cady Mr. John Cain, III Ms. Susan Calkins The Cameron Family Foundation Campbell Family Foundation Campbell Foundation Mrs. Ann R. Campbell Mr. & Mrs. Donald W. Campbell Mr. & Mrs. James R. Campbell Rev. Stephanie Campbell Cancer Alliance of Naples, Inc. Ms. Jean B. Candy Ms. Ellie Cantor James & Vicki Capadona Family Fund of the Greater Cedarburg Foundation Capital Wealth Advisors Mr. & Mrs. Paul Capobianco Mr. & Mrs. Steven Caputo Mr. John P. Cardillo Care Club of Collier County Carisch, Inc. Ms. Lorraine A. Carlson Ms. Marjorie S. Carlson Mr. David B. Carpenter Ms. Stephany S. Carr Mr. Robert C. Carroll Mrs. Marcia C. Carthaus CAS Advisory Management, LLC Mr. & Mrs. William Cash Ms. Huguette L. Castaneda Mr. & Mrs. Dominick Cavuoto Celebration Community Beach Church Central New York Feeds, Inc. Mr. & Mrs. Nicholas Chabraja Mr. & Mrs. Larry L. Chamberlin Mr. Brent Chapman Ms. K. M. Cheer Chicago CAN Company Mr. & Mrs. William E. Chipman Mr. Benjamin Chuba Mr. & Mrs. Glenn Church Ciccarelli Advisory Services, Inc. City of Marco Island

Mr. Darrel R. Clark & Ms. June L. Clark Mr. Darrel R. Clark & Ms. Mary J. Lee Mr. & Mrs. John M. Clark Ms. Lynn D. Clark Thomas K. & Charlotte L. Clarke of the Fidelity Charitable Gift Fund Classic Chamber Concerts, Inc. Ms. Pamela F. Clayson The Clements Foundation, Inc. Carleton A. Cleveland, Jr. Trust Ms. Joan Clifford Mrs. Nancy B. Cohen Mr. & Mrs. Philip S. Cohen Mr. & Mrs. David Cole Mr. & Mrs. John W. Coleman, II Mr. & Mrs. Patrick J. Coletta Ms. Pamela L. Collett Collier County Alumnae of Kappa Kappa Gamma Collier County Democratic Club Collier County Education Association Mr. & Mrs. Elhanon Combs Comerica Bank Community School of Naples Joan H. Conley 1994 Trust Mr. & Mrs. Herbert C. Conrard Mr. & Mrs. Francis J. Coomes of the Fidelity Charitable Gift Fund Mr. & Mrs. Thomas A. Coppens Mr. Robert B. Cormack Mr. & Mrs. Richard L. Corrigan Mr. & Mrs. Thomas H. Corson/ Corson Family Foundation, Inc. Mr.& Mrs. Patrick C. Coughlan Mr. & Mrs. Timothy J. Covello Mr. & Mrs. Joel M. Cox Mr. & Mrs. John S. Cox Mr. & Mrs. Thomas D. Cramer Mr. & Mrs. Jeffrey C. Cresswell Dr. & Mrs. David J. Crowley Crystal Lake R.V. Resort Recycling Junkies Mr. Richard J. Cullen Mrs. Barbara H. Cummings Gay Gerber Cummings Trust Mr. & Mrs. James J. Cunnane Mr. Joseph N. Daley Mrs. Susan L. Dalton Mr. Don Damuth Mr. & Mrs. Thomas J. Danis Mr. & Mrs. Ronald J. D’Arcy Ms. Julie A. Davidson Mr. Charles R. Davis Mr. & Mrs. Robert V. Dawes & Ms. Rachel Rutizer Dawes Day Associates Mr. & Mrs. John P. Debbink Mr. & Mrs. Timothy J. Debruicker Ms. Joanne P. Decker Mr. & Mrs. Edward L. Delahanty Mr. & Mrs. Paul G. Delaney Mr. Vincent J. Dellapietra & Ms. Barbara J. Amonson Democratic Club of Immokalee Mr. & Mrs. James F. Derham Barbara Desanzo Trust Ms. Johnna Lynn Dettis Ms. Mary Devine Mr. & Mrs. Sidney Diamond The Dickson Family Gift Fund at Schwab Charitable Fund Ms. Nancy Dickson Mr. Henry L. Dinardo & Ms. Carol Bloom Dinardo Mr. & Mrs. Peter S. Dixon Ms. Jane K. Doherty Mr. Kevin B. & Dr. Gail A. Dolan Mr. Richard Dominicks & Ms. Karin Eppard Charles and Helen Donahue Fund Ms. Natalie Donahue Mr. Paul Donlin & Mrs. Pamela Shea Donlin Mr. & Mrs. Mark Doris

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Mr. Michael E. Dougherty Dovetails LLC, DBA Auctions Neapolitan Mr. & Mrs. John E. Dowd Mr. John L. Dowell Downing-Frye Realty, Inc. Mr. & Mrs. Robert E. Doyle Ms. Lucille M. Drackett Mrs. Marjorie W. Drackett Mr. & Mrs. John D. Droege Mr. & Mrs. Kenneth J. Drum Ms. Cynthia F. Duffy Mr. & Mrs. M. Kevin Dugan Mr. & Mrs. Michael K. Dugan Mr. & Mrs. Gerald F. Duggan Mr. Donald L. Dunaway Ms. Mary Anne Dunbar Mr. & Mrs. Paul R. Duncan Mr. & Mrs. Thomas S. Duncan Mr. Terrance Dunn Mr. & Mrs. Thomas G. Dunn Mr. & Mrs. Warren H. Durling Mr. & Mrs. Gary S. Dworkin Mr. & Mrs. Christopher C. Eason Capt. & Mrs. Peter B. Easton Robert J. Eaton Fund of the Fidelity Charitable Gift Fund Ms. Jane D. Eberly Ms. Julie Edmister Education Foundation–Champions For Learning Mrs. Jennifer J. Edwards Ms. Michelle Edwards-Arnold Mr. & Mrs. H. Roy Eidem Mr. Mitchell Eil Mr. & Mrs. R. P. Elsperman Ms. Karin Eppard Mr. & Mrs. Brad Estes ET Brisson Detachment Ms. Donna L. Evans Executive Healthcare Solution, LLC dba Brightstar Healthcare EZ Ledger, Inc. Mr. R. Douglas Ezzell Farrell Family Fund of the Greater St. Louis Community Foundation Mr. Stephen H. Farrington Mr. Bill Fast Mr. & Mrs. Jeffrey Alden Fast Mrs. Kathy Faulkner Mr. Joseph N. Fedoryk Mr. & Mrs. David J. Feight Mrs. Audrey Fenton Mr. William Ferentz & Ms. Victoria Rodwin Ferentz Mr. Barclay Ferguson Ms. Mary Ann E. Ferguson Ms. Susan K. Ferkel Mr. & Mrs. Joseph Ferraina Mr. & Mrs. Peter Figdor Mr. William R. Filbin, III Mr. & Mrs. Curtis Finch, Jr. FineMark National Bank & Trust First Book Donations First Congregational Church of Naples, Inc. First National Bank of the Gulf Coast Anne S. Fisher Trust Mrs. Lilian Hall Fisher Denise & Gerald Fitzgerald, Jr. Fund of the Fidelity Charitable Gift Fund Mr. W. James Flanagan, III Mr. & Mrs. William M. Flatley Mr. & Mrs. Edrick Flewelling Florida Gulf Coast University Foundation, Inc. Mr. & Mrs. Terrance R. Flynn Mr. & Mrs. Dennis J. Foley Mr. & Mrs. Orville W. Forte, Jr. Mr. & Mrs. John D. Foskett Mr. Torrey N. Foster & Ms. Anne Woodford Russell Ms. Mary Fowler Mrs. Helen Franke Mr. & Mrs. Steven R. Freeman

2013–2014 ANNUAL REPORT

Ms. Lisa Freund Ms. Patricia P. Freydberg Mr. Gary Friedlander Mrs. Dorismae H. Friedman Mr. & Mrs. Mort Friedman Friends of Foster Children of Southwest Florida Friends of Rookery Bay Mr. & Mrs. Helmut Fritsch Fuller Funeral Home-Cremation Service Dr. & Mrs. Richard E. Fullerton John R. Fulmer, III Revocable Trust Fun Time Early Childhood Academy, Inc. Galleria Dentistry, LC The Gallery Galliford-Mulard Foundation Mrs. Lydia Galton Rev. & Mrs. Edward B. Gammons, Jr. Mr. & Mrs. M. Frances Gardiner Ms. Elizabeth L. Gardner Mr. & Mrs. Gregory K. Gargan Mr. & Mrs. D. Fred Garner LTC. & Mrs. Paul E. Garrah Ms. B. Garrett Ms. Pamela P. Gartin Mr. & Mrs. Jerome R. Gasvoda Mrs. Betty Lee Gates Mr. & Mrs. Michael T. Gavin GE Foundation Anne M. Gebbie Trust Mrs. Susanne E. Geier Mr. & Mrs. Frederick M. Genung Geoponics Corporation Mr. & Mrs. L. Scott George Mr. William I. George Gregory & Carol Georgieff Charitable Fund of the Bank of America Charitable Gift Fund Mr. & Mrs. Thomas R. Gerdes Mrs. Dottie A. Gerrity Mr. Alex Getsinger GFWC Naples Junior Woman’s Club, Inc. Mr. & Mrs. James R. Gibson, Jr. Mr. Warren E. Gill, Jr. & Ms. Martha Clark Gill Mr. & Mrs. Ralph Gilliam Girl Scout Troop 653 Girl Scout Troop 686 Ms. Janet Bagg Glancy Ms. Susan Glass Mr. & Mrs. Thomas D. Gleason Mr. & Mrs. Thomas F. Glodek Mr. & Mrs. Richard Glowacki Ms. Susan Golden Golf Agronomics Supply & Handling, Co. Mr. Robert Goller Mr. & Mrs. Edward C. Gomes, Jr. Mr. & Mrs. Arnold R. Goodrich Goodwill Industries of Southwest Florida, Inc. Mr. & Mrs. Kenneth Gordon Ms. Patricia A. Gorman Mr. & Mrs. Richard C. Gozon Grace Lutheran Church, Inc. Grace Place for Children and Families, Inc. Mr. Robert H. Graham Grainger Matching Charitable Gifts Program Mr. & Mrs. Donald L. Grandi Mr. & Mrs. Thomas E. Graney, Jr. Mr. & Mrs. Thomas D. Granger Peggy M. Graves Estate and Trust Ms. Nina A. Gray Greater Marco Family YMCA, Inc. Michael Grech & Pete Villani Memorial Fund Mr. & Mrs. Joseph M. Grecky Ms. Carole J. Greene Mr. & Mrs. James S. Greene Ms. Marie E. Greenwell Mr. & Mrs. Richard F. Greiwe Greystone Insurance Associates, Inc. Ms. Anne B. Griswold Ms. Laird Grant Groody Mr. & Mrs. Walter F. Grote, Jr. D & M. Grumhaus Fund Mr. & Mrs. Ralph Gruska

COMMUNITY FOUNDATION OF COLLIER COUNTY

Mr. & Mrs. Jan K. Guben Mr. & Mrs. Louis L. Guidarelli Gulfshore Insurance, Inc. Mr. & Mrs. Timothy K. Gustin Kimberly Guttman Irrevocable Trust Scott Guttman Irrevocable Trust Ms. Beverly J. Haas Habitat for Humanity of Collier County Mr. & Mrs. Robert P. Hach, Sr. Mr. Mark F. Hagerman Mr. Robert A. Haines, Sr. Mrs. Jeanette E. Hakes Mrs. Donna S. Hall Katherine L. Hall Trust Mr. & Mrs. Ron Hall Ms. Phyllis W. Hallene Mrs. Joanne L. Halstead Herbert & Gertrude Halverstadt Foundation Mr. Sam F. Hamra Mr. Kenneth H. Haney & Dr. Heather A. Walsh-Haney Mr. & Mrs. Robert M. Hansell & Ms. Harriette Sheer Hansell Ms. Nancy K. Hansen Gwenda & John Hanson Fund of The New York Community Trust Ms. Margaret A. Hanson Ms. Virginia H. Harlow Mr. & Mrs. Frank M. Harris Mr. & Mrs. Robert C. Harris Mrs. Faye A. Harrison Harry Chapin Food Bank Ms. Maureen Sullivan Hartung Mr. & Mrs. Curran W. Harvey, Jr. Ms. Mary Louise Harvey Mr. & Mrs. R. James Harvey Mrs. Carol I. Hastings Ms. Theresa M. Hastings Mr. & Mrs. William H. Hauck Mr. Robert M. Haughey Capt. Albert W. Hauser, Jr., USMC (Ret.) Mr. David B. Hawkes Ms. Janice O’Keefe Hazen Ms. V. M. Hazen Healthcare Network of Southwest Florida Ms. Ashlea Heck Mrs. Connie A. Helms Mr. & Mrs. Richard A. Hemmings Mr. & Mrs. James J. Hennessy Mr. John A. Henry Ms. Kate C. Henry Mrs. Judith A. Herb Mr. & Mrs. Guy C. Hess, Jr. Ms. Linda R. Hess Mr. David Hetrick Mr. & Mrs. John P. Hickey P & P Higgins Fund of the Fidelity Charitable Gift Fund Mr. Clark W. Hill & Ms. Julie J. Koenig-Hill Mr. & Mrs. James M. Hobin, Jr. Gerry H. Hodes Trust Hodges University Elma Mae Hoffman Revocable Trust Mr. Mark Hoffman Mr. & Mrs. Ralph E. Hoffman Mr. & Mrs. William E. Hoglund Dr. James B. Holmes Ms. Lisette Holmes Dr. Mana A. Holtz Honor Flight Network Ms. Sharon Hood Mrs. Margaret S. Hooker Mr. & Mrs. Alan M. Horton Ms. Marty Howard Mr. & Mrs. Robert G. Howe Ms. Ruth M. Howell Ms. Harriet H. Hubbell Dr. & Mrs. James I. Huddleston Ms. E. Sue Huff Mr. & Mrs. Reginald Huggins Mr. Michael T. Huguenin & Ms. Sharon L. Chown

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Mr. & Mrs. David L. Hunt Hunters Ridge Community Association Dr. & Mrs. Francis D. Hussey Mr. & Mrs. Victor W. Hussey Mrs. Laura E. Ingraham Mr. Thomas E. Ingram International Franchise Association Mrs. Sara S. Iredell Florence S. Irving Revocable Trust Island Piling, Inc. Mr. & Mrs. Richard Israelsen Mr. & Mrs. J. Dale Jackson Ms. Nancy C. Jacobson Mr. & Mrs. Kent Jager Mr. & Mrs. Peter S. Janson Charles Jeffrey Revocable Trust Ms. Mary Ann Jenkins Mr. Travis Jenner Mr. & Mrs. James D. Jessee Jewish Family & Community Services of Southwest Florida Mr. & Mrs. F. Craig Jilk Mr. & Mrs. Darryl G. Johnson Mr. & Mrs. Franklyn A. Johnson John F. & Virginia K. Johnson Family Fund of the Ayco Charitable Foundation Mr. David P. Johst & Ms. Denise A. Bordonaro Mr. & Mrs. Brian W. Jones Mr. & Mrs. Daniel S. Jones Mr. & Mrs. David A. Jones Mr. & Mrs. David M. Jones Mr. & Mrs. Steven C. Jones William L. or Barbara F. Jones Trust Ms. Patricia S. Jorgensen JPMorgan Chase JPMorgan Chase Foundation Junior Achievement of SW Florida Mr. & Mrs. Marion G. Jurgens Roberta L. & Robert W. Juster Revocable Living Trust Dr. & Mrs. Jeffrey A. Kahn Mr. Robert C. Kamen Mr. Frank C. Kamis & Ms. Mary J. Kotlan Mr. & Mrs. Robert Kaplan Mr. & Mrs. Scott B. Kapnick Mr. & Mrs. Paul L. Karon David E. & Morgan S. Kaufman Foundation, Inc. Ms. Judith B. Kaufman Mr. David Kaye Mr. Patrick E. Keesler & Ms. Eileen Connolly-Keesler Mr. & Mrs. Vincent A. Keeys Keller Publishing Dr. & Mrs. Alan B. Keller Mr. & Mrs. Robert Keller Mr. Edwin J. Kelly, Jr. Mr. & Mrs. Harold E. Kelly, Sr. Ms. Sharon A. Kelly Mr. & Mrs. George R. Kempton Mr. & Mrs. T. Richard Kennedy Margaret A. Kennerly Revocable Trust A.K. Kesman Family Fund of the Fidelity Charitable Gift Fund Mr. George L. Kessel Keystone Development Advisors, LLC Ms. Ann F. Kiggen Mr. Dennis Kilcoyne Mr. & Mrs. Harold King Mr. & Mrs. Leroy A. King, Jr. Mr. & Mrs. Steven P. King Mr. Eric J. Kingsley Mr. Terry Kinnamon Rev. Dr. Kathleen L. Kircher Mr. & Mrs. Dale Kirk Mr. & Mrs. Frank L. Klapperich, Jr. Ms. Rachael P. Klein Mr. Carl W. Kleinknecht Mr. H W. Knapheide, III Dr. & Mrs. James H. Knepshield Ms. Rebecca F. Knowles Ms. Lisa Koehler

Mr. & Mrs. James E. Koons Korest Charitable Fund Mr. & Mrs. Ralph Korte Mr. Peter P. Kotch Mr. & Mrs. William J. Krackeler Mr. & Mrs. Richard Krautsack Ms. June T. Kroeschell Mr. & Mrs. Carl J. Kuehner Mr. & Mrs. John A. Kuhne Mr. Ken Kummer Mr. Harold Kurzman Mr. & Mrs. Scott R. Labute Laces of Love Charitable Foundation, Inc. Mr. Stephen D. Lackey & Ms. Cynthia Cramer Lackey Mr. & Mrs. Paul L. LaCrosse Mr. & Mrs. William Laimbeer, Sr. Lang Management Company, Inc. Mr. William D. Lange Mrs. Barbara H. Lapham W. & J. Larson Family Foundation Ms. Patricia A. Laslo Mr. & Mrs. James H. Laughlin Law Office of Conrad Willkomm, P.A. Law Offices of Peddy, P.A. Gail C. Law Living Trust Ms. Mary Ann Lawrence Mr. & Mrs. Jay Lazar, III Mr. & Mrs. L. Bates Lea The League Club, Inc. Mr. & Mrs. Thomas J. Lear Mr. & Mrs. John F. Learman Mr. Thomas Leary Mr. Matthew Leath Ms. Sally R. Leath Ms. Judith-Ann Ledoux The Legacy Foundation Group Fund Mr. Richard H. Legro Ms. Joyce Lehrke Ms. Patricia Leonard Mr. & Mrs. Sam S. Leotta Mr. & Mrs. Richard A. Lepola Mr. & Mrs. Arnold Lerner Mr. & Mrs. Harvey Levenson Levi, Ray and Shoup Foundation Mr. & Mrs. Robert Levine Mr. & Mrs. Randy A. Lewis Lexington Veterans Association Mr. Barry Lhormer & Ms. Janet R. Markel Mr. John L. Licciardi, PA Ms. Christina Linaberry Mr. & Mrs. David G. Linville

Mr. Howard Lipman Mr. Alvin H. Lipsetz Mrs. Janet D. Lister Lloyd’s Food Products Holding Co., LLC Mr. & Mrs. Francis R. Lord, Jr. Lorenzo Walker Education Fund Lorenzo Walker Institute of Technology Foundation Lorenzo Walker Institute of Technology Mr. & Mrs. Graham C. Lount Mr. & Mrs. Frederick Lourenso Mr. & Mrs. Robert W. Luba Mr. J. K. Luckenbach Beverly C. Ludwig Living Trust Mr. Raymond Luggiero Mr. & Mrs. John B. Lunday Mr. Sean Lux Mr. & Mrs. John R. Lynch Roberta W. Davis Lynch Trust Mr. & Mrs. Wayne B. Lyon Mr. & Mrs. Jeffrey F. Lytle Mr. Alan Macleod MAD Travel Mr. & Mrs. Frank J. Maggio, Sr. Mr. & Mrs. Harris Mahan Mr. & Mrs. Kevin A. Maher Hon. Ramiro Manalich & Mrs. Jane Knoble-Manalich Ms. Donna M. Manchen Mr. & Mrs. Steven J. Manley Manna Foundation Charitable Fund of the National Christian Foundation Mr. Michael D. Mans Marco Eyeland Eradicate Amblyopia Foundation Marco Island Woman’s Club Marco Lutheran Church, Inc. Mr. Joseph Marino Mr. David A. Marshall Mrs. Alice Ross T. Martell Hon. Janeice T. Martin Mr. Joseph & Hon. Caroline Martino Mastermind Network Ms. Leonabelle H. Mathison Mr. & Mrs. Eugene E. Mattheus Mr. & Mrs. Roger H. Mattison Mr. Richard W. Mayo Ms. Teresa A. McAllister Mr. & Mrs. Brian V. McAvoy Mr. & Mrs. Thomas D. McCann Mr. & Mrs. Robert F. McCarthy, Jr. Ms. Eilza McClenaghan Mr. & Mrs. James E. McDonald

THE ALBRECHT LEGACY SOCIETY

The Albrecht Legacy Society at the Community Foundation of Collier County was formed by Henry and Betty Albrecht—founding members of the Community Foundation and respected in our community since 1967 for their charitable giving. The Society recognizes individuals who have named the Community Foundation as a beneficiary in their will.

Mrs. Frances D. Armentrout Mrs. Mindy Rosenzweig Baha El Din Mr. Francis A. Baker Mr. Garry N. Bean Mrs. Jane Billings Ms. Huguette L. Castaneda Mr. Ansel M. Chandler Mrs. Patricia A. Daniel Mr. & Mrs. James F. Derham

Mr. & Mrs. Louis H. Dingerdissen Mrs. Jeanne L. Doolittle Mr. & Mrs. Samuel L. Finkelstein Mr. Richard G. Ford Dr. Howard L. Freedman Mr. & Mrs. Edmond A. Garesche, III Mrs. Betty Lee Gates Mr. & Mrs. James R. Gibson, Jr. Mrs. Christine Ginos

Mr. & Mrs. John C. McElwain Mr. Andrew Scott McElwaine Mr. & Mrs. Ronald J. McGinty Mr. John M. McGrath Mr. & Mrs. Ross W. McIntosh Mr. Joseph M. McKamey Mr. & Mrs. Robert G. McLennan Mr. & Mrs. Stephen H. McManus Ms. A. W. McNulty Mr. & Mrs. Richard McPherson Mr. & Mrs. Alvin E. McQuinn & Ms. J. Joyce Lander Ms. Monica S. McVicker Mental Health Association of Southwest Florida Mr. & Mrs. Jay S. Merritt Mr. Michael Mesnik & Ms. Denyse Smith Mesnik Mr. & Mrs. William K. Mettler Mr. & Mrs. David L. Metzler Mr. & Mrs. Henry L. Meyer, III Ms. Linda B. Meyer Ms. M.L. Michelini Mid Day Optimist Club, Inc. Midwest Brass & Gas Ms. Patricia A. Miesel Mr. & Mrs. David A. Migliore Ms. Marlies Mika Mr. & Mrs. James G. Miller Mr. & Mrs. Jerry L. Miller Mr. & Mrs. John Miller Ms. Linda J. Miller Mr. & Mrs. William N. Miller Wells Minthorn Fund of the Fidelity Charitable Gift Fund Mr. & Mrs. John G. Minty Mirror Image Surface and Restoration, Inc. Mr. Robert Mishka Ms. Jean M. Moakley Mr. & Mrs. Khosrow Moaveni Mr. & Mrs. Carlo Molin-Pradel Mr. Walter E. Monroe Dr. & Mrs. Charles J. Montgomery Mr. Carleton W. Moore Ms. Nancy Moore Mr. & Mrs. Charles P. Morel, III Mr. & Mrs. John J. Morgan, Jr. Mr. & Mrs. Robert W. Morris Mrs. Myra W. Morrison Ms. Susan Morrison Mrs. Josephine A. Morse Ms. Cathryn Morton Ms. Katheryn H. Mote Ms. Margaret Mott & Ms. Vicki Hudson

Ms. Nina A. Gray Ms. Bernice I. Grossteiner Mrs. Jean N. Grunow Mrs. Elizabeth S. Hall Mr. Julian R. Hanley Mr. Darryl M. Hendrickson Dr. Mana A. Holtz Mr. & Mrs. Alan M. Horton Mrs. Robert Hurd Ms. Nancy Reed Ickes Mr. & Mrs. Michael R. Isermann Mrs. Helen Iten Mr. & Mrs. David M. Jones Mr. & Mrs. Edward J. Kant Dr. & Mrs. Charles M. Karpas Mr. & Mrs. George R. Kempton Mr. Dennis Kilcoyne Rev. Dr. Kathleen L. Kircher Mrs. G. Edna Krentz Mr. William Laimbeer, Sr. Mr. & Mrs. Ben J. Lancashire Mrs. Alice Ross T. Martell Dr. Mary McLearn

Ms. Norma D. Meyer Dr. & Mrs. Charles J. Montgomery Mr. & Mrs. Noel Osborne Mrs. Nancy V. Potter Mr. & Mrs. James D. Proud Mr. & Mrs. Robert F. Reckman Mr. David S. Reynolds Mr. & Mrs. Lyle Rosenzweig Mr. Holland T. Salley Mr. & Mrs. Gary W. Schmelz Mr. & Mrs. Charles W. Schueddig Mrs. Jane Shaeffer Ms. Marilyn Shields Mrs. Joan C. Shipman Mr. & Mrs. Jefferson A. Simpson Mrs. Nancy Sineni Mrs. Helen Strong Mr. Thomas A. Sully Mr. William F. Tallmadge Dr. & Mrs. Donald Ullrich Mrs. Miriam Wolfson Mr. Dietrich E. Zimmerman

Mr. & Mrs. H. Gordon Muir Francis & Susan Mullin Charitable Fund of the American Endowment Foundation Mr. & Mrs. J. Richard Munro Ms. Edith M. Murphree Ms. Barbara A. Murray Mr. & Mrs. Robert P. Murray My Blueprinter, Inc. Mr. Stephen R. & Mrs. Mary Lynn Myers Ms. Kathleen Myron Mr. & Mrs. Robert O. Naegele, Jr. Nanjo Foundation, Inc. Naples Beach Hotel & Golf Club Naples Children and Education Foundation Naples Concert Band, Inc. Naples Historical Society Naples Hospitality, LP Naples Lions Club Foundation Naples Money Management Naples Music Club Naples Players, Inc. Naples United Church of Christ National Football League Alumni, Inc. Mr. & Mrs. Robert J. Navratil Patrick Neale & Associates Mrs. Betty Neff Mr. David Nemore Network for Good Mr. & Mrs. Richard W. Neu Mrs. Carolyn H. Neumann Ms. Susan Neville Ms. Lisa Nevins Mr. & Mrs. M. E. Nevins New Horizons of Southwest Florida, Inc. Gary G. Newman Family Trust Mr. & Mrs. Gus J. Nichols Mr. Robert G. Nichols George W. Niemeyer Revocable Living Trust Ms. Jane H. Nordlund Mr. John L. Norman North Fort Myers Flea Market LLC North Naples Professional Firefighters Local 2297 Northern Trust Bank Linda Novak Memorial Foundation Ms. Vilma B. Novak Mr. & Mrs. Spencer J. Nunley Obley Family Charitable Remainder Unitrust Mr. & Mrs. Philip O’Brien Mr. Patrick O’Connor Mrs. Elizabeth Odell Mr. & Mrs. William B. Ogden, IV Mr. Hugh J. O’Hare Mr. Michael O’Hearn Ms. Sherry L. Kossick O’Hearn Ms. Barbara B. O’Leary Olmsted County Bar Association Olson & Dinunzio Insurance Agency, Inc. Orion Home Inspections, Inc. Mr. James D. Osborne Mr. & Mrs. R. Christopher Ott Ms. Peggy Ottke Ms. Christine W. Paddock Paisner Family Charitable Foundation Mr. James E. Parker & Mr. Shawn M. Parker Ms. Sandy Parker Mr. H. Robert Parris Mr. & Mrs. John M. Passidomo Ms. Roberta Patton Ms. Iris Paul Mr. & Mrs. James O. Payne Ms. Nancy A. Payton Ms. Wendy Becker Payton Pearson Family Charitable Foundation Mrs. Linda Penniman Mr. Kyle S. Perkins Ms. Bettyann Pestillo & Ms. Kathleen P. Acciavatti Mary Ellen W. Peter Living Trust Ms. Cheryl H. Peters Ms. Gail A. Petersen Ms. Melinda G. Petersen & Ms. Mary Jo Durand

COMMUNITY FOUNDATION OF COLLIER COUNTY

Mr. Robert J. Peterson Mr. & Mrs. Tim Pettay David W. Pettler Trust Mrs. Daphne Pfaff John D. Picotte Family Foundation, Inc. Ms. Beverly J. Pipe Mr. Thomas Pipher Planned Parenthood of Collier County Port Royal Club, Inc. Mr. Dugan J. Porter Poteet Properties, Inc. Mrs. Nancy V. Potter Powers & Sons Construction Company, Inc. Mr. & Mrs. Richard E. Powers, Jr. Mr. Nicholas P. Poznick Preferred Travel of Naples Presbyterian Women Moorings Presbyterian Church Stuart E. & Estelle Price Foundation Primepay of Florida, Inc. Profloors Mr. F. G. Pruitt, Jr. Lieselotte Prym Revocable Trust Publix Super Markets, Inc. Mr. & Mrs. William J. Pulte Mr. Charles H. Purdy Mrs. Margaret R. Raabe Mrs. Anne T. Ratliff Ms. Catherine D. Ravella Mr. & Mrs. Michael V. Reagen Ms. Eileen L. Recchia Mr. & Mrs. John Recco Richard P. Rechter Default Charitable Lead Unitrust Richard P. Rechter Default Charitable Lead Annuity Trust Richard P. Rechter 2008 Charitable Lead Annuity Trust UAD Mr. William G. Reckmeyer Mr. Earl F. Rectanus, Jr. & Ms. V. Colleen Carr Mr. Robert H. & Ms. Adlon D. Rector Mr. & Mrs. Arthur J. Reiber, Jr. Ms. Patti E. Reindle Ms. JoAnn Remington Mr. Thomas R. Reusche Mrs. S.C. Reynolds Ms. Donna L. Rhode Mr. William W. Rice, Sr. Ms. Charlene C. Richard Mr. & Mrs. Garrett S. Richter Mr. Raymond R. Rignel Mr. Steven W. Riley Mr. Biaggio Rinaldi Ms. Barbara A. Rinner Mr. Robert W. Riordan William G. Robertson Fund Mr. & Mrs. H. D. Robinson Mr. & Mrs. Robert P. Roche Mr. Florin Roebig, P.A. Mr. & Mrs. A. Courtenay Rogers David E. Rogers Fund of the Ernst & Young Foundation Ms. Karen Rollins Ms. Mary Schirber Rolquin Mrs. Ruth A. Rolquin Ms. Roberta J. Ronk Mr. Stanley W. Root, Jr. Mr. & Mrs. Leonard A. Rose Ross Title & Escrow, Inc. Rotary Club of Naples Charitable Foundation, Inc. Mr. & Mrs. F. G. Rothman Mr. Darren Rumbold & Ms. Susan R. Healy Ms. Deborah L. Russell & Mr. Elmer Wheeler Rusty Bucket Corner Tavern Ms. Laura K. Rutizer Dr. Kathleen Ryan Mr. & Mrs. Thomas J. Ryan S.S.G. Salaried Alumni Club Mr. Ned R. Sachs James A. Saitz Revocable Trust

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Ms. Jean S. Sampson Mr. & Mrs. Phillip Sams San Marco Knights of Columbus The Sands Club of Naples Mr. & Mrs. Bill R. Sanford Mr. Gerald E. Sanford Deirdre Schanen Trust The Ernest & Sandra Schaub Fund of the Schwab Charitable Fund Mr. Charles W. Schellenger Mr. & Mrs. Peter C. Schirber The Thomas G. Schneider Revocable Trust George J. Schomer Sr. Revocable Trust Ms. Marjorie Schreier Ms. Patricia L. Schrenk Mr. John L. Schroeder Mr. & Mrs. Jonathan R. Schulman Mr. Phil Schulman & Ms. Carol L. Moore Noreen R. Schumann Revocable Trust Mr. & Mrs. Robert E. Scifres Scott Aerator Co., LLC Mr. & Mrs. John P. Scott, III Mr. Joseph B. Scott & Ms. Susan F. Morgan Mr. & Mrs. Robert G. Scott Scripps Financial Service Center Ms. Marci N. Seamples Ms. Michelle L. Sehulster Mr. & Mrs. Paul Seifert Ms. Ellen May Seigel Mr. & Mrs. James D. Seitz Seldin Philanthropic Fund of the Jewish Federation of St. Louis Mrs. Jaye H. Semrod Mr. John S. Sensenbrenner, Jr. Seven Star Enterprises, LLC Ms. Dina Sewell Mr. & Mrs. M. Arthur Shafer Shannon Family Foundation Mary Lou Sheaf Trust David Sherman Revocable Trust Ms. Constance S. Shipley Ms. Suzanne I. Shortall Showcase Cleaning Service, Inc. Dr. Teresa Sievers Mr. & Mrs. Mitchell J. Sill Mr. & Mrs. Alen H. Silver Mrs. Ann C. Simpson Mr. William C. Simpson Mr. Curtis H. Sims Ms. Linda T. Sims Mr. Andrew Singer SKRAM Foundation of the Fidelity Charitable Gift Fund Mr. Roger L. Skrobeck Joan K. Slocum Foundation Mr. & Mrs. Robert D. Small Ms. Beverly A. Smith Mr. & Mrs. Carl G. Smith Charles Henry Smith, Sr. Foundation Mr. & Mrs. David B. Smith Capt. & Mrs. Don L. Smith Mr. & Mrs. F. Samuel Smith Garnett A. Smith Family Foundation of the Fidelity Charitable Gift Fund Ms. Jeannie M. Smith Mr. Micheal M. Smith Mr. & Mrs. Norwood C. Smith Mr. Russell G. Smith, II Mr. & Mrs. Walter J. Smith Mr. Wayne O. Smith Mr. Mark Snider Mrs. Elsie Snyder Mr. Gene R. Solomon Mr. & Mrs. Tom Songster Edmund H. Sorenson Trust Hon. & Mrs. John F. Sorey, III Specialty Plumbing Services, Inc. Mr. & Mrs. Gordon Spencer Mr. & Mrs. Warren D. Spicka Mrs. Doreen Loskill Spidaletto Dr. Raymond A. Spinelli

St. Ann Parish St. Ann School Foundation, Inc. Ms. Corrine A. Stacy Mr. & Mrs. Daniel E. Stainforth Mr. & Mrs. Stanley Star Ms. Viola W. Steffan Mr. & Mrs. Gary T. Steiman Steinberg Garellek Mr. & Mrs. William H. Steinbrink Steinway Piano Society of Southwest Florida Ms. Marjorie P. Sterritte & Ms. Nancy S. Theado Mrs. Jamie G. Steuer Mr. & Mrs. William H. Stevens Mr. Richard W. Stevenson Dr. Steele F. Stewart, Jr. & Rev. Nancy Stewart Mr. & Mrs. Terrance Stewart Mr. & Mrs. Neal R. Stone Mr. Duane Stranahan, Jr. Dr. Debi Strand Mr. & Mrs. James A. Strange Mr. & Mrs. W.C. Stuart Success Fulfillment, Inc. Mr. & Mrs. Frederic Sullivan Mr. Thomas A. Sully Suncoast Schools Federal Credit Union Suncoast West Foundation Ms. Nancy Sustersic Donald C. Sutherland Fund of the Fidelity Charitable Gift Fund SW Florida 49ers Mr. & Mrs. Michael D. Swanson Ms. Delores M. Sykes Ms. Nina M. Symington & Ms. Cathy S. Carlton Mr. & Mrs. Charles K. Szabo Michael J. Szwed Scholarship Fund Mr. & Mrs. Robert D. Szwed T.E.D. Investments Take Charge Firearm Safety, LLC Timothy M. Talbott DDS, MS, PA Mr. & Mrs. George G. Talisse Ms. Marilyn Tallman Layne J. Tarbutton Trust Ms. Martha H. Tardy Ms. Marianne Taylert Mr. Stephen J. Tello Ms. Frankie Anne Tester Mr. Peter A. Thomas Mr. & Mrs. William E. Thomas Jack W. Thompson Charitable Lead Annuity Trusts Dr. & Mrs. Norman Thomson, Jr. Mr. Gary L. Tice Mr. & Mrs. Guy M. Tiffany Mr. Richard F. Timbers Mr. Joseph G. Tompkins Mr. James F. Topliff Mr. & Mrs. Ronald Tougas Mr. & Mrs. Joseph A. Trahan Transitions Senior Moving Services Inc. dba Naples Senior Moving Ms. Roselyn S. Travis Marjorie L. Treadwell Trust Tree of Peace, LLC Mr. & Mrs. William W. Treffert Mr. Theron L. Trimble, Jr. Mr. Robert S. Troth Mr. & Mrs. Bernard L. Turner Mr. Dennis M. J. Turner Mr. & Mrs. George C. Turner Twin A General Contracting of Southwest Florida, Inc. Mr. & Mrs. Tucker Tyler United Arts Council of Collier County, Inc. United Way of Central New York United Way of Collier County Mr. W. Terrell Upson Ms. Linda E. Valentine Mr. Walter I. Vallett, Jr. Mr. & Mrs. Everett H. Van Hoesen Ms. Connie Vandenberg Mr. Douglas VanOort

Ms. Katherine VanOort Ms. Lee S. Varon Mrs. Heidi Varsames Dennis M. Vaughan Revocable Trust Mrs. Mary H. Vicks Mr. Gary A. Vincent Elizabeth P. Vining Revocable Trust TRT Vitas Hospice Services, LLC Mr. & Mrs. Frank O. Wagner Mr. & Mrs. George E. Wainscott Mr. & Mrs. Richard M. Waite Mrs. Jennifer B. Walker Mr. & Mrs. George M. Walters, Jr. Ms. Charlotte Wandell Ms. Charlotte T. Ward Ms. Betty E. Wardlow & Ms. Janice W. Barkley Mrs. Alice M. Ware Wasmer, Schroeder & Company, Inc. Mr. & Mrs. Colin D. Watson Mr. & Mrs. Gordon Watson, II Pamela Watson P.A. Mr. Ernest P. Waud, III Ms. Gail S. Webster R. Kingman Webster Trust Mr. David C. Weeks & Ms. Michele R. Mosca Mrs. Trudy Weisberg Welch Charitable Fund of the Maine Community Foundation Mr. & Mrs. Hardy L. Wenner Mrs. Jane D. Wentling Ms. Diane M. Wentz Mr. Thomas M. Weschler West Point Society of Naples Ann D. Westerfield Trust Westminster Title Agency Larry L. Wheeler Trust Mr. & Mrs. William T. Wheeler, III Mr. Major W. Wheelock Mrs. Linda G. White Ms. Mary N. White Mrs. Nancy G. White Mr. John Whiting Mr. Jack C. Whitlam Ms. Melonie Whitney Mrs. Barbara Widman & Ms. Linda K. Wyer Mr. George T. Wilcox Dr. & Mrs. Stuart E. Wiles Mr. & Mrs. George S. Wiley Mr. & Mrs. Kenneth D. Williams Willow Street Advisors, LLC Anne Potter Wilson Foundation Cheryl L. Wilson ASID, Inc. Ms. Elizabeth C. Winebrenner WINK Television Mr. & Mrs. Charles H. Withers Mr. & Mrs. Theodore J. Wolfe Ms. Sally M. Woliver Wollman, Gehrke & Solomon, P.A. Mr. Charles A Womack, Jr. The Women’s Fund of Southwest Florida Women’s Republican Club of Naples Federated John R. Wood Properties Mr. & Mrs. John R. Wood Mr. & Mrs. Steven A. Woodman Ms. Sally Workinger Michael W. Wright Revocable Trust Mr. & Mrs. Corbin Wyant Mr. & Mrs. Karl R. Wyss Mr. & Mrs. Frederic Yarrington Mrs. Sally W. Yelland YMCA of the Palms/Greater Naples YMCA Mr. & Mrs. Donald J. York Youth Haven Mr. & Mrs. Martin E. Zadigian Ms. Cecile P. Zeimetz Mr. Thomas L. Zillges Mr. Dietrich E. Zimmerman Mr. & Mrs. Harold L. Zink Dr. Charles W. Zinn Mr. Jason M. Ziter

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HONORARY AND MEMORIAL GIFTS Gifts to honor or remember loved ones, friends or special occasions benefit our community’s charitable purposes. Gifts may be made to any established fund, or a special fund may be established to reflect the honored person’s life. Honorary and memorial gifts were made for the following individuals between July 1, 2013 and June 30, 2014.

HONORARY GIFTS Mr. & Mrs. Larry L. Chamberlin Mr. & Mrs. Patrick C. Coughlan Phyllis S. Gotschall-Wilhelm Kathleen Kircher Robert Lamoureaux Mary Osborn A. Courtenay Rogers Mr. & Mrs. Edward C. Rorer Marla Weiss

MEMORIAL GIFTS Jean L. Baker E. William Cummings Patricia Edwards Ethel Ettinger Wirt Farley Donald T. Franke Bob Gerrity Herb Goldstein Jack Hazen Sarah Jane Humphrey Ashley Kelly Keith Kelly Frank Kohut Jeanne Kroll Robert Lynch Mary Marsh Chuck Mohlke Beth Moore Barbara Reynolds Edward R. Rolquin Fred H. Sandritter Kenneth Saundry, Sr. Marc Scialdo Christine Sutherland Doug Szwed Lloyd Tilghman Tarbutton Donald Treadwell Michael Volpe Col. Walter Walsh

2013–2014 ANNUAL REPORT

2013-2014 GRANTS

GRANTS TOTALING

$7,164,450 were issued during the period of July 1, 2013 and June 30, 2014 through the Community Foundation of Collier County’s grant program and donor funds.

COMMUNITY FOUNDATION OF COLLIER COUNTY

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DONOR ADVISED GRANTS Abuse Counseling and Treatment, Inc. The Adirondack Council Adopt-A-Native-Elder AdoptaPlatoon All God’s Children, Ltd. Alliance to Protect Nantucket Sound, Inc. Alzheimer’s Association–FL Gulf Coast Chapter Alzheimer’s Association–National Office Alzheimer’s Support Network American and Foreign Christian Union, Inc. American Bible Society American Bird Conservancy American Brotherhood for the Blind dba Blind Children and Adults American Cancer Society American Civil Rights Union American Heart Association American Indian College Fund American Lung Association American Red Cross Americares Foundation, Inc. Amirah, Inc. Amyotrophic Lateral Sclerosis Association– Alabama Chapter Angels Undercover of Collier County, Inc. Artis-Naples, Inc. Association for the Preservation of Cape Cod Audubon of Florida/ Corkscrew Swamp Sanctuary Avow Hospice, Inc. Baby Basics of Collier County, Inc. Bach Ensemble Baltimore Woods Nature Center Berkshire Humane Society Bloomington Hospital Foundation, Inc. Borodino Methodist Church Boy Scouts of America Southwest Florida Council Boys & Girls Club of Collier County Boys & Girls Club of Southern Maine Boys & Girls Club of the Tennessee Valley Boys Town Brady Urological Institute Breaking Free Brian Bex Report, Inc. Bright Spot Therapy Dogs, Inc. BrightFocus Foundation Britney Gengel’s Poorest of the Poor Fund, Inc. Brooke’s Legacy Animal Rescue, Inc. Bucknell University Cairo Public Library Camp Sunshine Campus Crusade for Christ, Inc. Cancer Alliance of Naples, Inc. Cape Cod Commercial Fishermen’s Alliance Care Club of Collier County Cathedral Church of St. John the Divine Cathedral of St. Patrick Catholic Charities of Collier County Catholic Charities of the Diocese of Venice Catholic Inner City Schools Education Fund Cayuga County Community College Foundation Central New York Community Foundation, Inc. Central Vermont Community Action Council, Inc. CFCC Disaster Relief Fund Chameleon Theatre Circle The Chapin School Charity for Change, LLC Chatham Conservation Foundation, Inc. Chatham Ecumenical Council for the Homeless, Inc. Child Evangelism Fellowship of Eastern Pennsylvania Good News Club Children’s Advocacy Center of Collier County Children’s Home of Pittsburgh Children’s Inn at NIH, Inc. Children’s Tumor Foundation Christ Episcopal Church Christ for All Nations

Christian Appalachian Project, Inc. Christian Kitchen Outreach, Inc. Christiana Care Health System, Inc. Church of the Eight Beatitudes Cincinnati Country Day School Cincinnati Zoo Foundation, Inc. CISV Pittsburgh Citizens Scholarship Foundation Chatham Chapter City of Naples Civil War Preservation Trust Classical South Florida Code.org Collier 211 Collier Building Industry Association Foundation, Inc. Collier Child Care Resources, Inc. Collier County Audubon Society Collier County Hunger and Homeless Coalition Collier County Public Schools Laws of Life Contest Collier Harvest Foundation Commentary, Inc. Community Christian School The Community Foundation for the National Capital Region Community Involved in Sustaining Agriculture The Community Library Community Pregnancy Clinic Community School of Naples The Conservancy of Southwest Florida, Inc. Conservation Council for Hawaii Coral Gables Community Foundation Cortland College Foundation, Inc. Council for Native Hawaiian Advancement Covenant House Florida, Inc. Crayons to Computers, Inc. Creating A Family Crohn’s & Colitis Foundation of America, Inc. Dana Hall School Trustees of Dartmouth College David Lawrence Foundation Mental Health, Inc. Deerfield Academy Dental Outreach of Collier, Inc. Disabled American Veterans Charitable Service Trust Doctors Without Borders USA, Inc. Down Syndrome of Indiana, Inc. Dr. Piper Center for Social Services, Inc. Dress for Success Cincinnati Eagle Forum Education & Legal Defense Fund Earthjustice East Naples Baptist Church Easter Seals Florida, Inc. ECHO, Inc. Education Foundation–Champions For Learning Eldredge Public Library Empowerment Alliance of Southwest Florida Engineering Ministries International, Inc. Environmental Film Festival in the Nations Capital Episcopal Church of the Redeemer Episcopal Relief and Development Eric Carle Museum of Picture Book Art, Inc. The Evan B. Donaldson Adoption Institute, Inc. The Everglades Foundation, Inc. Falcon Foundation Family Living Council Family Promise of Berks County, Inc. Farm Aid Feed Our Veterans The Fellowship Foundation Feminist Majority Foundation Finger Lakes Land Trust First Book-Collier County The First Parish in Cambridge First Presbyterian Church The First Presbyterian Church of Skaneateles, NY First Things Foundation, Inc. Flatirons Habitat for Humanity Florida Gulf Coast University Foundation, Inc.

Florida Sheriffs Association Florida SouthWestern State College Foundation, Inc. Florida Veterans Foundation, Inc. FNBGC Charitable Foundation, Inc. Food for the Poor, Inc. For the Love of Cats, Inc. Foundation for Cultural Review, Inc. Foundation for the Developmentally Disabled Free Wheelchair Mission Freedom Waters Foundation, Inc. Fresh Start for Abused Women Friends of Foster Children of Southwest Florida Friends of Rookery Bay Friends of Seoul Foreign School, Inc. Friends of Shishur Sevay Friends of Telecom Without Borders, Inc. Friends of the High Line, Inc. Friends of the Library of Collier County, Inc. Front Range Community College Foundation for Education Excellence Fun Time Early Childhood Academy, Inc. Geography of Hope Gideons Cry Ministry International Gift of Life International, Inc. Global Fund for Women, Inc. Global Health & Education Foundation Golden Rescue In Naples, Inc. Golisano Children’s Hospital of Southwest Florida Golisano Children’s Museum of Naples Grace Place for Children and Families, Inc. Grant Foundation dba Hopital Albert Schweitzer Greater Naples Little League Greenwood House Home for the Jewish Aged, Inc. Guadalupe Center, Inc. Gulf Coast Runners Club, Inc. Gulf Restoration Network Habitat for Humanity of Collier County Harry Chapin Food Bank Harvest Community Church Healing our Community Collaborative, Inc. Healthcare Network of Southwest Florida Foundation Heartland Alliance for Human Needs & Human Rights Help Me See, Inc. Helping Hands Monkey Helpers for the Disabled Helps Outreach, Inc. Heritage Foundation The Hill School Hillel The Foundation for Jewish Campus Life Hood College of Frederick Maryland Holocaust Museum of Southwest Florida, Inc. Hope for Haiti Hope for Life Hopkins Nanjing Program Center Hopkinton Public Library Foundation, Inc. Hospice of Cincinnati, Inc. Hospice of the Fisher House Humane Society of Collier County Humane Society of North Texas Huntsville Symphony Orchestra Association IMBIZ, Inc. Immokalee Child Care Center Immokalee Foundation Indiana University Foundation Institute for Humane Studies International Fellowship of Christians & Jews International Game Fish Association, Inc. International Service Fellowship USA Intrepid Fallen Heroes Fund Invisible Theatre Iraq & Afghanistan Veterans of America Foundation, Inc. Iraq Veterans Against the War JBI International JDRF International–Florida Suncoast Chapter Jewish Family & Community Services of Southwest Florida

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Jewish Federation of Collier County Jewish World Watch Joe Foss Institute, Inc. John Burroughs School John Dau Foundation Judicial Watch, Inc. Junior Achievement of SW Florida Kenan-Flagler Business School Foundation Khan Academy Lambi Fund of Haiti Leadership Collier Foundation, Inc. The League Club, Inc. Legal Aid Service of Collier County Lely Presbyterian Church Lensic Performing Arts Center Corporation Les Feldick Ministries Leukemia & Lymphoma Society Leukemia & Lymphoma Society Western & Central New York Chapter Liberty Youth Ranch Life Legal Defense Foundation Lighthouse of Collier, Inc. Literacy Volunteers of Collier County Loomis Village, Inc. Luke’s Wings MarineParents.com, Inc. Marquette University High School Massachusetts Audubon Society, Inc. Massachusetts General Hospital Massachusetts Institute of Technology Masters School Maui Adult Day Care Center for Senior Citizens & Disabled, Inc. Mayo Foundation for Medical Education & Research Meals of Hope, Inc. Meals on Wheels of Bonita Springs Florida, Inc. Media Research Center, Inc. Medical Benevolence Foundation Mercy Corps Mercy Home for Boys and Girls Michigan Animal Rescue League Midwest Center for Holocaust Education, Inc. Milwaukee Community Sailing Center Miracles in Action Moffitt Cancer Center Foundation Monomoy Community Services Moody Bible Institute of Chicago Moorings Park Foundation, Inc. Morean Arts Center Multiple Sclerosis Center of Southwest Florida, Inc. Munson Healthcare Regional Foundation NAMI of Collier County Nantucket Boys & Girls Club Nantucket Cottage Hospital Naples Art Association, Inc., von Liebig Art Center Naples Botanical Garden, Inc. Naples Children and Education Foundation Naples Community Church, Inc. Naples Council on World Affairs Naples Equestrian Challenge, Inc. Naples Historical Society Naples International Film Festival Naples Lions Club Foundation Naples Players, Inc. Naples United Church of Christ Naples Yacht Club Blue Gavel Scholarship Fund, Inc. Naples Zoo National Audubon Society National Disaster Search Dog Foundation, Inc. National Jewish Health The National Marfan Foundation, Inc. National Museum of Commercial Aviation National Society of the Colonial Dames of America National Veterans Legal Service Program Native American Rights Fund Nature Conservancy Central/Western New York

2013–2014 ANNUAL REPORT

The Nature Conservancy Florida Chapter The Nature Conservancy of Colorado Nature Conservancy Vermont Chapter Nature Conservancy, Inc. The Navigators NCH Healthcare Foundation Neighborhood Health Clinic New England College of Optometry New Horizons of Southwest Florida, Inc. New Jersey Institute of Technology Foundation The Non-GMO Project Nonviolent Peaceforce North Denver Cares Northfield Mount Hermon School Northrise University Initiative Northwood School Ogunquit Playhouse Foundation Ohana Makamae, Inc. Omni Montessori School One by One Leadership Foundation, Inc. Onondaga Community College Foundation, Inc. Opera Naples, Inc. Ophthalmology Research Foundation, Inc. Osher Lifelong Learning Institute Oswego College Foundation The Outdoor Church of Cambridge Oxfam-America, Inc. Pace Center for Girls Parkinson’s Association of Southwest Florida, Inc. Patriots for Freedom Foundation, Inc. Place of Hope, Inc. Planned Parenthood of Collier County Portland After School Tennis, Inc. The Prentice School Primary Care Coalition of Montgomery County MD, Inc. Prison Fellowship Ministries Professional Givers Anonymous of Collier County, Inc. Project Help, Inc. Project Outreach, Inc. Provincetown Art Association & Museum, Inc. Provincetown Center for Coastal Studies Puente De Amistad, Inc. Pulmonary Fibrosis Foundation Purdue Foundation Rebuilding Together, Inc. Redhouse Arts Center, Inc. Redmond Lions Club Charities Remnant Trust, Inc. Restoration Church, Inc. Reynolda House, Inc. Riverside Community Care Roman Catholic Diocese of Charlotte, NC Rotary District 6890 Foundation, Inc. Rotary Gift of Life Florida, Inc. Royal Oak Foundation, Inc. Saint Francis Community Services, Inc. Salt of the Earth Salvation Army Samaritan Outreach Services Sanibel Captiva Rotary Trust Fund Sankaty Head Foundation, Inc. Santa Fe Opera Santa Fe YMCA Sarah Lawrence College Save the Children Federation, Inc. Scleroderma Foundation Scripps Howard Foundation Seaweb Second Harvest Heartland Senior Friendship Centers, Inc. Seton Hall Preparatory School Shakespeare in Paradise, Inc. Shelter for Abused Women & Children Shriners Hospitals for Children Shy Wolf Sanctuary, Education and Experience Center, Inc. Sightline Institute Single Mothers By Choice, Inc.

COMMUNITY FOUNDATION OF COLLIER COUNTY

Sisters of St. Joseph of Carondelet Skaneateles Lake Association, Inc. Smile Train, Inc. Soldiers Project Solebury School Soliders Heart Somerset Valley Visiting Nurse Association, Inc. South County Family YMCA, Inc. South Londonderry Library Association Southeastern Legal Foundation Southern California Dulcimer Heritage Southern Vermont Arts Center Special Olympics Florida–Collier County Special Operations Fund Special Operations Warrior Foundation St. Ann School Foundation, Inc. St. John the Evangelist Catholic Church St. Matthew’s House St. Paul Academy and Summit School St. Thomas the Martyr Church St. Vincent de Paul Society, Inc. St. Vincent Hospital Foundation St. Williams Catholic Church Summit Medical Center Health Foundation Sunlight of Collier County, Inc. Sunshine Gospel Ministries Supreme Council Benevolent Foundation The Susan G. Komen Breast Cancer Foundation Susan Odell Taylor School for Children Taft School Corporation Tampa Bay Research Institute Tax Foundation Temple Congregation Ohabai Sholom Temple Shalom Theta Delta Chi Educational Foundation, Inc. Tilton Library Timken Museum of Art Tower Cancer Research Foundation Tree of Life Church Trenton Area Soup Kitchen Trinity-by-the-Cove Episcopal Church Tripp Memorial Foundation, Inc. Trustees of Princeton University Tumaini Fund USA, Inc. Twin Cities Habitat for Humanity Twin Cities Parent Education Group United Way of Collier County University of Massachusetts at Amherst Alumni Association, Inc. University of Massachusetts Foundation, Inc. University of Pennsylvania University School of Nashville Unwanted NYC Pets, Inc. Upward Bound of Unity, Inc. USO World Headquarters Vanderbilt Presbyterian Church Vienna Presbyterian Church Villa Duchesne and Oak Hill School Vistamar School Voices For Kids of Southwest Florida, Inc. Washington National Cathedral WAY-FM Media Group, Inc. Wellesley College WGBH Educational Foundation WGCU Public Media Whitaker Center for Science and the Arts Women for Women International Women’s Resource Center of Northern Michigan, Inc. The Woods Hole Research Center Word of Truth Ministry World Vision, Inc. Wounded Warrior Project, Inc. Yampa Valley Land Trust, Inc. YMCA of Monroe County, Inc. YMCA of the Palms/Greater Naples YMCA Young Life Youth Haven Zonta Foundation of Naples, Inc.

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DESIGNATED & FIELD-OF-INTEREST GRANTS The Able Trust Alzheimer’s Association–FL Gulf Coast Chapter Alzheimer’s Association–National Office American Cancer Society American Diabetes Association American Heart Association National Bequest Center American Institute for Cancer Research American National Red Cross American Red Cross Arthritis Research Institute of America Artis-Naples, Inc. Avow Hospice, Inc. Baby Basics of Collier County, Inc. Big Brothers Big Sisters of the Sun Coast, Inc. Bosom Buddies Breast Cancer Support Group, Inc. Boys & Girls Club of Clinton County Boys & Girls Club of Collier County BrightFocus Foundation Cancer Alliance of Naples, Inc. Catholic Charities of Collier County Celebration Community Beach Church Choate Rosemary Hall Foundation, Inc. Christian Appalachian Project, Inc. Colgate University Collier County Audubon Society Collier County Hunger and Homeless Coalition Collier County Junior Deputies League, Inc. The Conservancy of Southwest Florida, Inc. David Lawrence Mental Health Center, Inc. Earthjustice Education Foundation–Champions For Learning First Book Florida Christian College Florida SouthWestern State College Foundation, Inc. The Fort Wayne Rescue Mission Ministries, Inc. Friends of the Library of Collier County, Inc. Fun Time Early Childhood Academy, Inc. Glenview Employees Scholarship Fund Glenwood School for Boys and Girls Goodwill Industries of Southwest Florida, Inc. Grace Place for Children and Families, Inc. Great Lakes Christian College Guadalupe Center, Inc. Habitat for Humanity of Collier County Hanover College Harry Chapin Food Bank Healthcare Network of Southwest Florida Foundation Healthy Start Coalition of Southwest Florida Historical Society of Western Pennsylvania Hodges University Hope for Haiti Humane Society of Collier County Immokalee Child Care Center International Lutheran Layman’s League Jewish Family & Community Services of Southwest Florida Kenilworth Church Legal Aid Service of Collier County Lighthouse of Collier, Inc. Lorenzo Walker Institute of Technology Mariners Museum Mayo Foundation for Medical Education & Research Memorial Sloan-Kettering Cancer Center Mennonite Disaster Service Miami Children’s Hospital Foundation Middlebury College Moorings Park Foundation, Inc. Naples Christian Church Naples Equestrian Challenge, Inc. Naples High School Naples Pathways Coalition Naples Players, Inc. National Children’s Cancer Society, Inc. National Wildlife Federation

NCH Healthcare Foundation Neighborhood Health Clinic New Horizons of Southwest Florida, Inc. North Naples United Methodist Church Our Mothers Home of Southwest Florida Parkinson’s Association of Southwest Florida, Inc. Planned Parenthood of Collier County RCMA Rotary Club of Naples Charitable Foundation, Inc. Salvation Army Salvation Army National Corp. Headquarters Seeing Eye, Inc. Shelter for Abused Women & Children South Florida National Parks Trust St. Ann Catholic Church St. Francis Academy, Inc. St. John Neumann High School St. John’s Episcopal Church St. Jude Children’s Research Hospital St. Vincent de Paul Society, Inc. Trinity-by-the-Cove Episcopal Church United States Fund for UNICEF United Arts Council of Collier County, Inc. United Cerebral Palsy of SW Florida United Way of Collier County Unity School of Christianity University of Colorado Foundation WGCU Public Media WGCU-TV The Women’s Fund of Southwest Florida Youth Haven

AGENCY & AGENCY ENDOWMENT FUND GRANTS Bach Ensemble Fun Time Early Childhood Academy, Inc. Literacy Volunteers of Collier County Marco Island Rotary Club Foundation, Inc. Naples Music Club Northside Naples Kiwanis Foundation, Inc. RCMA United Arts Council of Collier County, Inc.

SCHOLARSHIP GRANTS Clemson University Eckerd College Florida Gulf Coast University Florida Keys Community College Florida Southern College Florida SouthWestern State College Florida SouthWestern State College, Collier Campus Florida State University Georgia Institute of Technology Hillsborough Community College Hodges University Hope College iTech Lorenzo Walker Institute of Technology Milwaukee Community Sailing Center North Carolina Outward Bound School Nova Southeastern University Saint Joseph’s University Southwest Florida College St. Ann Catholic School St. John Neumann High School Trine University University of Central Florida University of Florida University of North Florida University of Rochester University of South Florida University of Tampa

UNRESTRICTED GRANTS Able Academy, Inc. Amigos en Cristo, Inc. d.b.a. Amigos Center Art League of Marco Island, Inc. ArtsNaples World Festival, Inc. Audubon of Florida/ Corkscrew Swamp Sanctuary Bayshore Cultural and Performing Arts Center, Inc. Boys & Girls Club of Collier County Brooke’s Legacy Animal Rescue, Inc. Cancer Alliance of Naples, Inc. Care Club of Collier County Catholic Charities of the Diocese of Venice City of Naples Classic Chamber Concerts, Inc. Collier Child Care Resources, Inc. Collier County Housing Authority Land Acquisition New Develop, Inc. Collier County Hunger and Homeless Coalition Collier Senior Resources Community School of Naples The Conservancy of Southwest Florida, Inc. Education Foundation–Champions For Learning Faith Apostolic Church Freedom Waters Foundation, Inc. Friends of Fakahatchee, Inc. Friends of Foster Children of Southwest Florida Fun Time Early Childhood Academy, Inc. GFWC Naples Junior Woman’s Club, Inc. Girl Scouts of Gulfcoast Florida Golisano Children’s Museum of Naples Goodwill Industries of Southwest Florida, Inc. Grace Place for Children and Families, Inc. Greater Marco Family YMCA, Inc. Greater Naples AAUW Charitable Foundation Greater Naples Area Planned Giving Counsel, Inc. Guadalupe Center, Inc. Gulfshore Playhouse Habitat for Humanity of Collier County Harry Chapin Food Bank Healthcare Network of Southwest Florida Foundation Hodges University Hope for Haiti Jewish Family & Community Services of Southwest Florida Junior Achievement of SW Florida K is For Kids Foundation, Inc. League of Women Voters of Collier County Education Fund Lee Memorial Health System Foundation Legal Aid Service of Collier County Marco Island Historical Society Mental Health Association of Southwest Florida Miracle Limbs-Courage In Motion, Inc. Montessori Academy of Naples, Inc. NAMI of Collier County Naples Alliance for Children Naples Art Association, Inc., von Liebig Art Center Naples Botanical Garden, Inc. Naples Concert Band, Inc. Naples Equestrian Challenge, Inc. Naples Garden Club, Inc. Naples Historical Society Naples Music Club Naples Orchestra & Chorus dba I Musici Di Napoli Naples Pathways Coalition Neighborhood Health Clinic New Horizons of Southwest Florida, Inc. Northside Naples Kiwanis Foundation, Inc. Our Mothers Home of Southwest Florida Pace Center for Girls Planned Parenthood of Collier County RCMA Rotary Club of Naples Charitable Foundation, Inc. Shelter for Abused Women & Children South Florida National Parks Trust

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Southwest Florida Land Preservation Trust Sports Camp, Inc. St. Ann School Foundation, Inc. St. Matthew’s House Substance Abuse Coalition of Collier County, Inc. TheatreZone, Inc. United Cerebral Palsy of SW Florida United Way of Collier County The Women’s Fund of Southwest Florida YMCA of the Palms/Greater Naples YMCA

2013–2014 ANNUAL REPORT

2014 CORPORATE PARTNERS

Bond, Schoeneck & King

BMO Private Bank “BMO Private Bank is proud to be the presenting sponsor for Women’s Initiative Network’s Power of the Purse 2014 and Women of Initiative events in 2013 and 2014.”

“By being active in numerous organizations that have a tremendous impact in the community, we have earned a good reputation for being involved contributors.”

– Amy Hale, Director, Wealth Advisor

– Dennis Brown, Managing Member

BMO Private Bank’s commitment to the communities it serves extends far beyond serving its clients’ financial needs. Specifically, BMO has been a pioneer in recognizing the contributions that women make to building strong businesses—BMO boasts the first female bank officer in the state of Wisconsin— and the role that women play in building better communities.

BMO is also dedicated to making a difference in the lives of women. BMO has created a specialized banking division to serve women customers who manage their own money and a task force to help eliminate barriers in the workplace for women.

The organization has also conducted research and developed programs to educate women on relevant issues. Last year’s topic: Women & Philanthropy: Creating a Legacy.

Established in 1817 as Bank of Montreal, BMO Financial Group is a highly diversified financial services organization based in North America. The bank offers a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers. BMO Financial Group had more than $586 billion in total assets and approximately 47,000 employees at July 31, 2014.

Everyone at Bond, Schoeneck & King recognizes the value of active participation in and support of charitable, professional and community-based organizations and accordingly the majority of our attorneys are actively involved with many organizations of their choice and interest.

Bond’s Naples office has been serving clients in Southwest Florida for more than 35 years. In particular, the Naples office is comprised of lawyers who focus on assisting individuals and their families with estate, tax and financial planning; assisting with estate and trust litigation matters; representing clients, including lenders, in connection with the purchase and sale of real estate, title examinations, title insurance and loan transactions; helping employers with labor issues; and representing clients in a broad variety of commercial litigation matters. Additionally, to provide value and better service to our clients, as part of a collegial 220 lawyer full-service firm, the Naples office has the ability to call upon the talents of the lawyers in other Bond offices in the practice areas such as employee benefits and intellectual property.

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

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

COMMUNITY FOUNDATION OF COLLIER COUNTY

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2014 CORPORATE PARTNERS

Gulfshore Insurance

Ciccarelli Advisory Services

“Giving back to the community is an “everyday part of what we do at Gulfshore “Insurance; we are committed to creating “meaningful change in Collier County. Our “corporate commitment is complemented “by the individual and group efforts of “our employees, who are known for their “generosity toward causes they believe in.”

“Our family, our company and those we serve understand that to live in a community, one must believe in the community. Our personal and business legacies become centered here, whether a seasonal or full-time resident. It is a perfect fit for the work we do.”

– Kim Ciccarelli Kantor, Partner

– Brad Havemeier, President and Partner Thirty-five years ago, the dream of this town we call home, Naples, became reality to our family. We have watched the community develop and grow, not only in population, but in its sensitivity for the future of the place we call home. The Community Foundation of Collier County, since 1985, has encouraged us to better bridge the relationship of family, community and philanthropy. As we assist in designing a legacy plan, the Community Foundation ensures it is carried out; enabling donors and professionals to set a philanthropic vision in motion with the tools, knowledge and resources to match those that need and desire them.

Many charitable endeavors exist here, most with a focused audience, mission and purpose. The reality is that giving spans over many multi-generational family members and multiple charitable organizations. With change and growth a constant of our community, a strong and balanced foundation is necessary. The Community Foundation dynamically serves this role and we are proud to be affiliated with them.

Ciccarelli Advisory Services, Inc. is a comprehensive family wealth management firm that provides lifelong financial services to successful families. We work to create financial stability and independence to help our clients feel more comfortable that they are knowledgeable and in caring hands. It is our advocacy for the family and each of its individuals that defines us.

The Humanitarian Foundation places emphasis on programs that serve the needs of the local southwest Florida communities; that are not-for-profit and provide services and support to area residents. At the beginning of each year, employees vote for their preferred organizations to receive both monetary and volunteer support annually. As a community-based agency, we are committed to creating meaningful change in Collier County through community leadership, employee volunteerism, and fundraising support. In 2011, Gulfshore earned the Corporate Philanthropy Award from the Community Foundation of Collier County. We recognize that healthy, thriving communities depend on involved citizens, organizations, and corporate partners for momentum.

Every community has its own challenges, and we strive to always be part of the solution!

Gulfshore Insurance has been building relationships and trust in Southwest Florida for over 44 years.

Today we have over 100 professionals working to assist our clients manage their business and personal risk.

Through our relationships with many of the most admired insurers in the country, we help protect our clients from the unexpected.

3066 Tamiami Trail North, Suite 202 Naples, FL 34103 • 239.262.6577 9240 Bonita Beach Road, Suite 3300 Bonita Springs, FL 34135 • 239.495.2242 casmoneymatters.com

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

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2013–2014 ANNUAL REPORT

2014 CORPORATE PARTNERS

JPMorgan Chase

Northern Trust

“We take pride in helping people and “communities achieve their financial goals “and create stronger foundations for “future generations. Our corporate “foundation works with community “partners to support local efforts around “economic growth, workforce readiness, “and financial empowerment in the “communities where we do business.”

“Service is one of the enduring principles Northern Trust was founded upon 125 years ago. We are committed to serving and investing in the communities where we live and work.”

– Stephanie Goforth, West Florida President At Northern Trust, philanthropy is a key component of corporate social responsibility, which includes a focus on community affairs, diversity and inclusion, environmental awareness and socially responsible investing. As we celebrate our 125th anniversary, Northern Trust is honored to be a Corporate Partner with the Community Foundation of Collier County. We are pleased to support an organization so beneficial to a broad spectrum of organizations.

In addition to Northern Trust’s local corporate contributions, Northern Trust employees have personally given of their time, talent and funds to help support the substantial range of worthy organizations which benefit our southwest Florida community.

For the fifth year in a row, Northern Trust has been named the “Best Private Bank in North America” by The Financial Times Group and has been recognized as a 2014 World’s Most Ethical Company by the Ethisphere Institute. Northern Trust has been fortunate to receive these honors due largely to the opportunities afforded to the company through the clients and communities we serve.

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

– Lisa Merritt, Executive Director In Collier County, our partners provide a range of services to our most at-risk neighbors. Through the Community Foundation of Collier County, we are proud to partner with ImBiz, Inc., a nonprofit dedicated to supporting entrepreneurs and small business owners in Immokalee. Additionally, we continue to seed the Naples Botanical Garden and Collier County Schools Culinary, STEM and Social Enterprise Partnership. This innovative workforce program brings the classroom into the garden, giving students a hands-on learning experience around sustainable gardening, healthy living and fresh food preparation. As a partner to the Guadalupe Center, JPMorgan Chase provides support for their Tutor Corps program which provides high quality workforce readiness skills and college preparation for teens in Immokalee. And, our grant to the Boys and Girls Club of Collier County provides high school students in Immokalee with after school programs and mentors focused on STEM careers.

We believe we have a unique and fundamental responsibility to help our clients and communities navigate a complex global economy and address their economic and social challenges. We use our strength, global reach, expertise, relationships, and our access to capital to make a positive impact in cities around the world. And every year, JPMorgan Chase and our employees donate significant amounts of time and resources to help local charities.

Park Shore: 4001 Tamiami Trail North Naples, FL 34103 • 239.262.8800 Downtown: 405 Eighth Street South Naples, FL 34102 • 239.262.5560 northerntrust.com

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

COMMUNITY FOUNDATION OF COLLIER COUNTY

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2014 CORPORATE PARTNERS

The Naples Beach Hotel & Golf Club

Wasmer, Schroeder & Company

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

“For over 26 years, philanthropy has been a cornerstone of our business philosophy.

From creating jobs to volunteering time and making impactful financial contributions to nonprofit organizations, community involvement is an important component of long-term business success.”

– Michael Watkins, President

– Martin M. Wasmer, Principal and CEO

leadership roles in countless organizations, and initiatives including housing for the poor and scholarships for Naples High students, The Beach Club and its founding family have become community institutions. It is our intention to remain involved with our growing community and to sustain our family tradition of support for the education system, for conservation, for those in need, and for those organizations that influence and help prepare the future leadership of Naples. The philanthropic nature of our community creates numerous opportunities to support worthy causes. We look to the Community Foundation as a means of identifying those causes that most closely match our giving philosophy and also assuring us that our contributions are put to their most effective use.

Nestled on 125 tropical acres along the Gulf of Mexico, The Naples Beach Hotel & Golf Club is Southwest Florida’s only beachfront hotel with onsite golf, tennis and spa. The hotel features 319 newly renovated, guest rooms and suites—each with a patio or balcony—and beautiful resort or Gulf of Mexico views. Combine all that with award-winning dining, a fabulous beachfront pool complex, four retail shops, and the complimentary Kids Club, and guests will never have to leave the grounds of the hotel. For Naples meetings, golf outings and special occasions, the resort offers over 34,000 sq. ft. of meeting/function space.

We are committed to contributing significant capital to philanthropy and making it an integral part of our business. Our core focus is on grassroots organizations that provide food, shelter, basic services and medical care for those suffering from the current economic environment. Corporate philanthropy is a critical component in building a strong and stable social and economic infrastructure in our community. The Corporate Partners Program offered by Community Foundation of Collier County provides firms like WSC an ideal vehicle for managing the charitable component of our business. As a Corporate Partner, numerous benefits are available including access to Community Foundation resources, knowledge, expertise, stewardship and other valuable administrative functions.

Wasmer, Schroeder & Company is an independent investment advisory firm specializing in Separately Managed Account (SMA) management. Our investment process and focus on client-service drives our mission. Since our founding more than 27 years ago, Wasmer, Schroeder & Company has grown from a small boutique firm with one office in Naples, Florida to a multi-office, national organization with over $4.76 billion under management and clients in 48 states as of June 30, 2014. Applying the conservative investment approach and philosophy of our founding partners, our team of experienced investment and client service professionals serves high net worth individuals, wealth management groups, and institutional investors.

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

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

Through land donations such as Cambier Park,

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2013–2014 ANNUAL REPORT

2013–2014 COMMITTEES

TRUSTEES EMERITI Ann E. Berlam Jane Billings Dolly Bodick Christopher P. Bray Cornelius P. Cacho Joe B. Cox Alison K. Douglas Jeffrey R. Erickson Linda C. Flewelling Marion T. Forté Donald T. Franke (In Memoriam) Dorothy A. Gerrity J. Dudley Goodlette Kevin C. Hale Brad A. Havemeier Thomas E. Ingram Frank L. Klapperich, Jr. William Laimbeer, Sr. James B. Lancaster L. Bates Lea Linda R. Malone Ramiro Manalich John M. Passidomo Alan D. Reynolds James T. Rideoutte Ned R. Sachs Thomas G. Schneider Michael J. Schroeder Beverly A. Smith Duane Stranahan, Jr. William E. Thomas Gordon R. Watson Joanne S. Wyss TRUSTEE EMERITI COMMITTEE Dottie A. Gerrity, Chair Brad A. Havemeier Frank L. Klapperich, Jr. John M. Passidomo Ned R. Sachs Michael J. Schroeder Beverly A. Smith Alan M. Horton ex officio* Dennis C. Brown ex officio* AUDIT COMMITTEE Paul W. Dresselhaus, Chair John D. Fumagalli Thomas E. Ingram William D. Lange Ramiro Manalich John J. Morgan, Jr. Alan M. Horton ex officio* Dennis C. Brown ex officio*

COMMUNITY FOUNDATION OF COLLIER COUNTY

COMMUNITY IMPACT GRANT COMMITTEE Harold L. Zink, Chair Patricia A. Jilk Kathleen L. Kircher Thomas D. McCann J. Richard Munro Mario M. Valle Jennifer B. Walker Alan M. Horton ex officio* Dennis C. Brown ex officio* Arts/Environment J. Richard Munro, Chair Ann Campbell Jinny Johnson Sharon Kenny Delores Sorey Education & Training Patricia A. Jilk, Chair Jeanne Bolds Claire Krutchen Sue Reynen Ben Tiley Health & Mental Health Mario M. Valle, Chair Bud Bernton Cindy Bissette Don Grandi Emily Watt Basic Needs Kathleen L. Kircher, Chair Adrianne Cady Aracelli Gomez Susan Herman John Paul Women & Girls Jane Billings, Chair Pam Clayson Lu Drackett Lydia Galton Mana P. Holtz Judy Jorgensen Barbara Morgan Noreen Schumann Nancy White FINANCE COMMITTEE William D. Lange, Chair T. Robert Bulloch Thomas D. McCann Mary Lynn Myers John F. Sorey, III Alan M. Horton ex officio* Dennis C. Brown ex officio*

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GOVERNANCE COMMITTEE Thomas D. McCann, Chair Dottie Gerrity Mary Lynn Myers Mario M. Valle Jennifer B. Walker Alan M. Horton ex officio* Dennis C. Brown ex officio* INVESTMENT COMMITTEE Gordon R. Watson, Chair Betty Frank Laird Grant Groody Kim Ciccarelli Kantor William D. Lange Ned R. Sachs Alan M. Horton ex officio* Dennis C. Brown ex officio* PROFESSIONAL ADVISORS COUNCIL Executive Committee Brian V. McAvoy, Chair Ellen Vanderburg Kevin Carmichael T. Robert Bulloch Gregory Holtz Paul W. Dresselhaus Alan M. Horton ex officio* Dennis C. Brown ex officio* WOMEN’S INITIATIVE NETWORK Steering Committee Lisa Merritt, Chair Kelly Capolino, JWOI Chair Christine R. Flynn – WOI Program Elizabeth Jessee – WOI Program Mary F. Baron Jane Billings Beverly Cherry Sue Dalton Lu Drackett Myra Friedman – POP Chair Mana P. Holtz Sue Huff Kathleen Kapnick Suzanne Lount Jackie Pierce – POP Chair Jo Ann Remington Anne Welsh-McNulty Alan M. Horton ex officio* Dennis C. Brown ex officio*

* The Board Chair and Chair Elect are ex officio members of all committees.

COMMUNITY FOUNDATION STAFF

Eileen Connolly-Keesler

Mary George

Lisette Holmes

Ann Hughes

Craig Jones

President/CEO

Vice President of Community Grantmaking

CFO

Director of Donor Services

Marketing Director

Eric Kingsley

Annette Kirk

Marsha Lewis

Lilla Asmund

Accounting Manager

Grants and Scholarship Coordinator

Donor Information Specialist

Executive Assistant

Special Thanks We appreciate the ongoing support that we receive from our media sponsors: è Bella Magazine, Gulfshore Life, Life in Naples and WGCU Public Media.

Special thanks to the following for their contributions to this publication: • Design: Amy Grau Design • Staff and Donor Photography (A Second Career in Philanthropy): Darren Miles Photography • Board and Select Donor Photography (Making a Difference): Nick Shirghio Photography • Printing and Distribution: Gulfshore Life • Background Material (A Second Career in Philanthropy and Together We Can): Essex County Community Foundation; Laura Layden, Naples Daily News • Special thanks to author and photographer, Cathy Chestnut and Jennifer Ziegelmaier (Minds That Matter), author and photographer Marci Seamples (And The Winner is…) and è Bella Magazine, where portions of those articles appeared.

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2013–2014 ANNUAL REPORT

Our Mission: To improve the quality of life in Collier County by connecting donors to community needs and providing leadership on critical community issues.

Community Foundation of Collier County 2400 Tamiami Trail North, Suite 300 Naples, Florida 34103 239.649.5000 | cfcollier.org